5 use base qw( FS::cust_main::Packages FS::cust_main::Status
6 FS::cust_main::NationalID
7 FS::cust_main::Billing FS::cust_main::Billing_Realtime
8 FS::cust_main::Billing_Discount
9 FS::cust_main::Billing_ThirdParty
10 FS::cust_main::Location
11 FS::cust_main::Credit_Limit
12 FS::otaker_Mixin FS::payinfo_Mixin FS::cust_main_Mixin
13 FS::geocode_Mixin FS::Quotable_Mixin FS::Sales_Mixin
17 use vars qw( $DEBUG $me $conf $default_agent_custid $custnum_display_length
20 $ignore_expired_card $ignore_banned_card $ignore_illegal_zip
25 use Scalar::Util qw( blessed );
26 use Time::Local qw(timelocal);
27 use Storable qw(thaw);
31 use Digest::MD5 qw(md5_base64);
34 use File::Temp; #qw( tempfile );
35 use Business::CreditCard 0.28;
36 use FS::UID qw( getotaker dbh driver_name );
37 use FS::Record qw( qsearchs qsearch dbdef regexp_sql );
38 use FS::Misc qw( generate_email send_email generate_ps do_print money_pretty card_types );
39 use FS::Msgcat qw(gettext);
46 use FS::cust_bill_void;
47 use FS::legacy_cust_bill;
49 use FS::cust_pay_pending;
50 use FS::cust_pay_void;
51 use FS::cust_pay_batch;
54 use FS::part_referral;
55 use FS::cust_main_county;
56 use FS::cust_location;
58 use FS::cust_main_exemption;
59 use FS::cust_tax_adjustment;
60 use FS::cust_tax_location;
62 use FS::cust_main_invoice;
64 use FS::prepay_credit;
70 use FS::payment_gateway;
71 use FS::agent_payment_gateway;
73 use FS::cust_main_note;
74 use FS::cust_attachment;
77 use FS::upgrade_journal;
79 # 1 is mostly method/subroutine entry and options
80 # 2 traces progress of some operations
81 # 3 is even more information including possibly sensitive data
83 $me = '[FS::cust_main]';
86 $ignore_expired_card = 0;
87 $ignore_banned_card = 0;
91 @encrypted_fields = ('payinfo', 'paycvv');
92 sub nohistory_fields { ('payinfo', 'paycvv'); }
94 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
96 #ask FS::UID to run this stuff for us later
97 #$FS::UID::callback{'FS::cust_main'} = sub {
98 install_callback FS::UID sub {
100 $default_agent_custid = $conf->exists('cust_main-default_agent_custid');
101 $custnum_display_length = $conf->config('cust_main-custnum-display_length');
106 my ( $hashref, $cache ) = @_;
107 if ( exists $hashref->{'pkgnum'} ) {
108 #@{ $self->{'_pkgnum'} } = ();
109 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
110 $self->{'_pkgnum'} = $subcache;
111 #push @{ $self->{'_pkgnum'} },
112 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
118 FS::cust_main - Object methods for cust_main records
124 $record = new FS::cust_main \%hash;
125 $record = new FS::cust_main { 'column' => 'value' };
127 $error = $record->insert;
129 $error = $new_record->replace($old_record);
131 $error = $record->delete;
133 $error = $record->check;
135 @cust_pkg = $record->all_pkgs;
137 @cust_pkg = $record->ncancelled_pkgs;
139 @cust_pkg = $record->suspended_pkgs;
141 $error = $record->bill;
142 $error = $record->bill %options;
143 $error = $record->bill 'time' => $time;
145 $error = $record->collect;
146 $error = $record->collect %options;
147 $error = $record->collect 'invoice_time' => $time,
152 An FS::cust_main object represents a customer. FS::cust_main inherits from
153 FS::Record. The following fields are currently supported:
159 Primary key (assigned automatically for new customers)
163 Agent (see L<FS::agent>)
167 Advertising source (see L<FS::part_referral>)
179 Cocial security number (optional)
203 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
207 Payment Information (See L<FS::payinfo_Mixin> for data format)
211 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
215 Card Verification Value, "CVV2" (also known as CVC2 or CID), the 3 or 4 digit number on the back (or front, for American Express) of the credit card
219 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
223 Start date month (maestro/solo cards only)
227 Start date year (maestro/solo cards only)
231 Issue number (maestro/solo cards only)
235 Name on card or billing name
239 IP address from which payment information was received
243 Tax exempt, empty or `Y'
247 Order taker (see L<FS::access_user>)
253 =item referral_custnum
255 Referring customer number
259 Enable individual CDR spooling, empty or `Y'
263 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
267 Discourage individual CDR printing, empty or `Y'
271 Allow self-service editing of ticket subjects, empty or 'Y'
273 =item calling_list_exempt
275 Do not call, empty or 'Y'
277 =item invoice_ship_address
279 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
289 Creates a new customer. To add the customer to the database, see L<"insert">.
291 Note that this stores the hash reference, not a distinct copy of the hash it
292 points to. You can ask the object for a copy with the I<hash> method.
296 sub table { 'cust_main'; }
298 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
300 Adds this customer to the database. If there is an error, returns the error,
301 otherwise returns false.
303 Usually the customer's location will not yet exist in the database, and
304 the C<bill_location> and C<ship_location> pseudo-fields must be set to
305 uninserted L<FS::cust_location> objects. These will be inserted and linked
306 (in both directions) to the new customer record. If they're references
307 to the same object, they will become the same location.
309 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
310 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
311 are inserted atomicly, or the transaction is rolled back. Passing an empty
312 hash reference is equivalent to not supplying this parameter. There should be
313 a better explanation of this, but until then, here's an example:
316 tie %hash, 'Tie::RefHash'; #this part is important
318 $cust_pkg => [ $svc_acct ],
321 $cust_main->insert( \%hash );
323 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
324 be set as the invoicing list (see L<"invoicing_list">). Errors return as
325 expected and rollback the entire transaction; it is not necessary to call
326 check_invoicing_list first. The invoicing_list is set after the records in the
327 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
328 invoicing_list destination to the newly-created svc_acct. Here's an example:
330 $cust_main->insert( {}, [ $email, 'POST' ] );
332 Currently available options are: I<depend_jobnum>, I<noexport>,
333 I<tax_exemption> and I<prospectnum>.
335 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
336 on the supplied jobnum (they will not run until the specific job completes).
337 This can be used to defer provisioning until some action completes (such
338 as running the customer's credit card successfully).
340 The I<noexport> option is deprecated. If I<noexport> is set true, no
341 provisioning jobs (exports) are scheduled. (You can schedule them later with
342 the B<reexport> method.)
344 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
345 of tax names and exemption numbers. FS::cust_main_exemption records will be
346 created and inserted.
348 If I<prospectnum> is set, moves contacts and locations from that prospect.
354 my $cust_pkgs = @_ ? shift : {};
355 my $invoicing_list = @_ ? shift : '';
357 warn "$me insert called with options ".
358 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
361 local $SIG{HUP} = 'IGNORE';
362 local $SIG{INT} = 'IGNORE';
363 local $SIG{QUIT} = 'IGNORE';
364 local $SIG{TERM} = 'IGNORE';
365 local $SIG{TSTP} = 'IGNORE';
366 local $SIG{PIPE} = 'IGNORE';
368 my $oldAutoCommit = $FS::UID::AutoCommit;
369 local $FS::UID::AutoCommit = 0;
372 my $prepay_identifier = '';
373 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
375 if ( $self->payby eq 'PREPAY' ) {
377 $self->payby('BILL');
378 $prepay_identifier = $self->payinfo;
381 warn " looking up prepaid card $prepay_identifier\n"
384 my $error = $self->get_prepay( $prepay_identifier,
385 'amount_ref' => \$amount,
386 'seconds_ref' => \$seconds,
387 'upbytes_ref' => \$upbytes,
388 'downbytes_ref' => \$downbytes,
389 'totalbytes_ref' => \$totalbytes,
392 $dbh->rollback if $oldAutoCommit;
393 #return "error applying prepaid card (transaction rolled back): $error";
397 $payby = 'PREP' if $amount;
399 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
402 $self->payby('BILL');
403 $amount = $self->paid;
408 foreach my $l (qw(bill_location ship_location)) {
410 my $loc = delete $self->hashref->{$l} or return "$l not set";
412 if ( !$loc->locationnum ) {
413 # warn the location that we're going to insert it with no custnum
414 $loc->set(custnum_pending => 1);
415 warn " inserting $l\n"
417 my $error = $loc->insert;
419 $dbh->rollback if $oldAutoCommit;
420 my $label = $l eq 'ship_location' ? 'service' : 'billing';
421 return "$error (in $label location)";
424 } elsif ( $loc->prospectnum ) {
426 $loc->prospectnum('');
427 $loc->set(custnum_pending => 1);
428 my $error = $loc->replace;
430 $dbh->rollback if $oldAutoCommit;
431 my $label = $l eq 'ship_location' ? 'service' : 'billing';
432 return "$error (moving $label location)";
435 } elsif ( ($loc->custnum || 0) > 0 ) {
436 # then it somehow belongs to another customer--shouldn't happen
437 $dbh->rollback if $oldAutoCommit;
438 return "$l belongs to customer ".$loc->custnum;
440 # else it already belongs to this customer
441 # (happens when ship_location is identical to bill_location)
443 $self->set($l.'num', $loc->locationnum);
445 if ( $self->get($l.'num') eq '' ) {
446 $dbh->rollback if $oldAutoCommit;
451 warn " inserting $self\n"
454 $self->signupdate(time) unless $self->signupdate;
456 $self->auto_agent_custid()
457 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
459 my $error = $self->check_payinfo_cardtype
460 || $self->SUPER::insert;
462 $dbh->rollback if $oldAutoCommit;
463 #return "inserting cust_main record (transaction rolled back): $error";
467 # now set cust_location.custnum
468 foreach my $l (qw(bill_location ship_location)) {
469 warn " setting $l.custnum\n"
472 unless ( $loc->custnum ) {
473 $loc->set(custnum => $self->custnum);
474 $error ||= $loc->replace;
478 $dbh->rollback if $oldAutoCommit;
479 return "error setting $l custnum: $error";
483 warn " setting invoicing list\n"
486 if ( $invoicing_list ) {
487 $error = $self->check_invoicing_list( $invoicing_list );
489 $dbh->rollback if $oldAutoCommit;
490 #return "checking invoicing_list (transaction rolled back): $error";
493 $self->invoicing_list( $invoicing_list );
496 warn " setting customer tags\n"
499 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
500 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
501 'custnum' => $self->custnum };
502 my $error = $cust_tag->insert;
504 $dbh->rollback if $oldAutoCommit;
509 my $prospectnum = delete $options{'prospectnum'};
510 if ( $prospectnum ) {
512 warn " moving contacts and locations from prospect $prospectnum\n"
516 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
517 unless ( $prospect_main ) {
518 $dbh->rollback if $oldAutoCommit;
519 return "Unknown prospectnum $prospectnum";
521 $prospect_main->custnum($self->custnum);
522 $prospect_main->disabled('Y');
523 my $error = $prospect_main->replace;
525 $dbh->rollback if $oldAutoCommit;
529 my @contact = $prospect_main->contact;
530 my @cust_location = $prospect_main->cust_location;
531 my @qual = $prospect_main->qual;
533 foreach my $r ( @contact, @cust_location, @qual ) {
535 $r->custnum($self->custnum);
536 my $error = $r->replace;
538 $dbh->rollback if $oldAutoCommit;
545 warn " setting contacts\n"
548 if ( my $contact = delete $options{'contact'} ) {
550 foreach my $c ( @$contact ) {
551 $c->custnum($self->custnum);
552 my $error = $c->insert;
554 $dbh->rollback if $oldAutoCommit;
560 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
562 my $error = $self->process_o2m( 'table' => 'contact',
563 'fields' => FS::contact->cgi_contact_fields,
564 'params' => $contact_params,
567 $dbh->rollback if $oldAutoCommit;
572 warn " setting cust_main_exemption\n"
575 my $tax_exemption = delete $options{'tax_exemption'};
576 if ( $tax_exemption ) {
578 $tax_exemption = { map { $_ => '' } @$tax_exemption }
579 if ref($tax_exemption) eq 'ARRAY';
581 foreach my $taxname ( keys %$tax_exemption ) {
582 my $cust_main_exemption = new FS::cust_main_exemption {
583 'custnum' => $self->custnum,
584 'taxname' => $taxname,
585 'exempt_number' => $tax_exemption->{$taxname},
587 my $error = $cust_main_exemption->insert;
589 $dbh->rollback if $oldAutoCommit;
590 return "inserting cust_main_exemption (transaction rolled back): $error";
595 warn " ordering packages\n"
598 $error = $self->order_pkgs( $cust_pkgs,
600 'seconds_ref' => \$seconds,
601 'upbytes_ref' => \$upbytes,
602 'downbytes_ref' => \$downbytes,
603 'totalbytes_ref' => \$totalbytes,
606 $dbh->rollback if $oldAutoCommit;
611 $dbh->rollback if $oldAutoCommit;
612 return "No svc_acct record to apply pre-paid time";
614 if ( $upbytes || $downbytes || $totalbytes ) {
615 $dbh->rollback if $oldAutoCommit;
616 return "No svc_acct record to apply pre-paid data";
620 warn " inserting initial $payby payment of $amount\n"
622 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
624 $dbh->rollback if $oldAutoCommit;
625 return "inserting payment (transaction rolled back): $error";
629 unless ( $import || $skip_fuzzyfiles ) {
630 warn " queueing fuzzyfiles update\n"
632 $error = $self->queue_fuzzyfiles_update;
634 $dbh->rollback if $oldAutoCommit;
635 return "updating fuzzy search cache: $error";
639 # FS::geocode_Mixin::after_insert or something?
640 if ( $conf->config('tax_district_method') and !$import ) {
641 # if anything non-empty, try to look it up
642 my $queue = new FS::queue {
643 'job' => 'FS::geocode_Mixin::process_district_update',
644 'custnum' => $self->custnum,
646 my $error = $queue->insert( ref($self), $self->custnum );
648 $dbh->rollback if $oldAutoCommit;
649 return "queueing tax district update: $error";
654 warn " exporting\n" if $DEBUG > 1;
656 my $export_args = $options{'export_args'} || [];
659 map qsearch( 'part_export', {exportnum=>$_} ),
660 $conf->config('cust_main-exports'); #, $agentnum
662 foreach my $part_export ( @part_export ) {
663 my $error = $part_export->export_insert($self, @$export_args);
665 $dbh->rollback if $oldAutoCommit;
666 return "exporting to ". $part_export->exporttype.
667 " (transaction rolled back): $error";
671 #foreach my $depend_jobnum ( @$depend_jobnums ) {
672 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
674 # foreach my $jobnum ( @jobnums ) {
675 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
676 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
678 # my $error = $queue->depend_insert($depend_jobnum);
680 # $dbh->rollback if $oldAutoCommit;
681 # return "error queuing job dependancy: $error";
688 #if ( exists $options{'jobnums'} ) {
689 # push @{ $options{'jobnums'} }, @jobnums;
692 warn " insert complete; committing transaction\n"
695 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
700 use File::CounterFile;
701 sub auto_agent_custid {
704 my $format = $conf->config('cust_main-auto_agent_custid');
706 if ( $format eq '1YMMXXXXXXXX' ) {
708 my $counter = new File::CounterFile 'cust_main.agent_custid';
711 my $ym = 100000000000 + time2str('%y%m00000000', time);
712 if ( $ym > $counter->value ) {
713 $counter->{'value'} = $agent_custid = $ym;
714 $counter->{'updated'} = 1;
716 $agent_custid = $counter->inc;
722 die "Unknown cust_main-auto_agent_custid format: $format";
725 $self->agent_custid($agent_custid);
729 =item PACKAGE METHODS
731 Documentation on customer package methods has been moved to
732 L<FS::cust_main::Packages>.
734 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
736 Recharges this (existing) customer with the specified prepaid card (see
737 L<FS::prepay_credit>), specified either by I<identifier> or as an
738 FS::prepay_credit object. If there is an error, returns the error, otherwise
741 Optionally, five scalar references can be passed as well. They will have their
742 values filled in with the amount, number of seconds, and number of upload,
743 download, and total bytes applied by this prepaid card.
747 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
748 #the only place that uses these args
749 sub recharge_prepay {
750 my( $self, $prepay_credit, $amountref, $secondsref,
751 $upbytesref, $downbytesref, $totalbytesref ) = @_;
753 local $SIG{HUP} = 'IGNORE';
754 local $SIG{INT} = 'IGNORE';
755 local $SIG{QUIT} = 'IGNORE';
756 local $SIG{TERM} = 'IGNORE';
757 local $SIG{TSTP} = 'IGNORE';
758 local $SIG{PIPE} = 'IGNORE';
760 my $oldAutoCommit = $FS::UID::AutoCommit;
761 local $FS::UID::AutoCommit = 0;
764 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
766 my $error = $self->get_prepay( $prepay_credit,
767 'amount_ref' => \$amount,
768 'seconds_ref' => \$seconds,
769 'upbytes_ref' => \$upbytes,
770 'downbytes_ref' => \$downbytes,
771 'totalbytes_ref' => \$totalbytes,
773 || $self->increment_seconds($seconds)
774 || $self->increment_upbytes($upbytes)
775 || $self->increment_downbytes($downbytes)
776 || $self->increment_totalbytes($totalbytes)
777 || $self->insert_cust_pay_prepay( $amount,
779 ? $prepay_credit->identifier
784 $dbh->rollback if $oldAutoCommit;
788 if ( defined($amountref) ) { $$amountref = $amount; }
789 if ( defined($secondsref) ) { $$secondsref = $seconds; }
790 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
791 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
792 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
794 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
799 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
801 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
802 specified either by I<identifier> or as an FS::prepay_credit object.
804 Available options are: I<amount_ref>, I<seconds_ref>, I<upbytes_ref>, I<downbytes_ref>, and I<totalbytes_ref>. The scalars (provided by references) will be
805 incremented by the values of the prepaid card.
807 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
808 check or set this customer's I<agentnum>.
810 If there is an error, returns the error, otherwise returns false.
816 my( $self, $prepay_credit, %opt ) = @_;
818 local $SIG{HUP} = 'IGNORE';
819 local $SIG{INT} = 'IGNORE';
820 local $SIG{QUIT} = 'IGNORE';
821 local $SIG{TERM} = 'IGNORE';
822 local $SIG{TSTP} = 'IGNORE';
823 local $SIG{PIPE} = 'IGNORE';
825 my $oldAutoCommit = $FS::UID::AutoCommit;
826 local $FS::UID::AutoCommit = 0;
829 unless ( ref($prepay_credit) ) {
831 my $identifier = $prepay_credit;
833 $prepay_credit = qsearchs(
835 { 'identifier' => $identifier },
840 unless ( $prepay_credit ) {
841 $dbh->rollback if $oldAutoCommit;
842 return "Invalid prepaid card: ". $identifier;
847 if ( $prepay_credit->agentnum ) {
848 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
849 $dbh->rollback if $oldAutoCommit;
850 return "prepaid card not valid for agent ". $self->agentnum;
852 $self->agentnum($prepay_credit->agentnum);
855 my $error = $prepay_credit->delete;
857 $dbh->rollback if $oldAutoCommit;
858 return "removing prepay_credit (transaction rolled back): $error";
861 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
862 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
864 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
869 =item increment_upbytes SECONDS
871 Updates this customer's single or primary account (see L<FS::svc_acct>) by
872 the specified number of upbytes. If there is an error, returns the error,
873 otherwise returns false.
877 sub increment_upbytes {
878 _increment_column( shift, 'upbytes', @_);
881 =item increment_downbytes SECONDS
883 Updates this customer's single or primary account (see L<FS::svc_acct>) by
884 the specified number of downbytes. If there is an error, returns the error,
885 otherwise returns false.
889 sub increment_downbytes {
890 _increment_column( shift, 'downbytes', @_);
893 =item increment_totalbytes SECONDS
895 Updates this customer's single or primary account (see L<FS::svc_acct>) by
896 the specified number of totalbytes. If there is an error, returns the error,
897 otherwise returns false.
901 sub increment_totalbytes {
902 _increment_column( shift, 'totalbytes', @_);
905 =item increment_seconds SECONDS
907 Updates this customer's single or primary account (see L<FS::svc_acct>) by
908 the specified number of seconds. If there is an error, returns the error,
909 otherwise returns false.
913 sub increment_seconds {
914 _increment_column( shift, 'seconds', @_);
917 =item _increment_column AMOUNT
919 Updates this customer's single or primary account (see L<FS::svc_acct>) by
920 the specified number of seconds or bytes. If there is an error, returns
921 the error, otherwise returns false.
925 sub _increment_column {
926 my( $self, $column, $amount ) = @_;
927 warn "$me increment_column called: $column, $amount\n"
930 return '' unless $amount;
932 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
933 $self->ncancelled_pkgs;
936 return 'No packages with primary or single services found'.
937 ' to apply pre-paid time';
938 } elsif ( scalar(@cust_pkg) > 1 ) {
939 #maybe have a way to specify the package/account?
940 return 'Multiple packages found to apply pre-paid time';
943 my $cust_pkg = $cust_pkg[0];
944 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
948 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
951 return 'No account found to apply pre-paid time';
952 } elsif ( scalar(@cust_svc) > 1 ) {
953 return 'Multiple accounts found to apply pre-paid time';
956 my $svc_acct = $cust_svc[0]->svc_x;
957 warn " found service svcnum ". $svc_acct->pkgnum.
958 ' ('. $svc_acct->email. ")\n"
961 $column = "increment_$column";
962 $svc_acct->$column($amount);
966 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
968 Inserts a prepayment in the specified amount for this customer. An optional
969 second argument can specify the prepayment identifier for tracking purposes.
970 If there is an error, returns the error, otherwise returns false.
974 sub insert_cust_pay_prepay {
975 shift->insert_cust_pay('PREP', @_);
978 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
980 Inserts a cash payment in the specified amount for this customer. An optional
981 second argument can specify the payment identifier for tracking purposes.
982 If there is an error, returns the error, otherwise returns false.
986 sub insert_cust_pay_cash {
987 shift->insert_cust_pay('CASH', @_);
990 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
992 Inserts a Western Union payment in the specified amount for this customer. An
993 optional second argument can specify the prepayment identifier for tracking
994 purposes. If there is an error, returns the error, otherwise returns false.
998 sub insert_cust_pay_west {
999 shift->insert_cust_pay('WEST', @_);
1002 sub insert_cust_pay {
1003 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1004 my $payinfo = scalar(@_) ? shift : '';
1006 my $cust_pay = new FS::cust_pay {
1007 'custnum' => $self->custnum,
1008 'paid' => sprintf('%.2f', $amount),
1009 #'_date' => #date the prepaid card was purchased???
1011 'payinfo' => $payinfo,
1019 This method is deprecated. See the I<depend_jobnum> option to the insert and
1020 order_pkgs methods for a better way to defer provisioning.
1022 Re-schedules all exports by calling the B<reexport> method of all associated
1023 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1024 otherwise returns false.
1031 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1032 "use the depend_jobnum option to insert or order_pkgs to delay export";
1034 local $SIG{HUP} = 'IGNORE';
1035 local $SIG{INT} = 'IGNORE';
1036 local $SIG{QUIT} = 'IGNORE';
1037 local $SIG{TERM} = 'IGNORE';
1038 local $SIG{TSTP} = 'IGNORE';
1039 local $SIG{PIPE} = 'IGNORE';
1041 my $oldAutoCommit = $FS::UID::AutoCommit;
1042 local $FS::UID::AutoCommit = 0;
1045 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1046 my $error = $cust_pkg->reexport;
1048 $dbh->rollback if $oldAutoCommit;
1053 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1058 =item delete [ OPTION => VALUE ... ]
1060 This deletes the customer. If there is an error, returns the error, otherwise
1063 This will completely remove all traces of the customer record. This is not
1064 what you want when a customer cancels service; for that, cancel all of the
1065 customer's packages (see L</cancel>).
1067 If the customer has any uncancelled packages, you need to pass a new (valid)
1068 customer number for those packages to be transferred to, as the "new_customer"
1069 option. Cancelled packages will be deleted. Did I mention that this is NOT
1070 what you want when a customer cancels service and that you really should be
1071 looking at L<FS::cust_pkg/cancel>?
1073 You can't delete a customer with invoices (see L<FS::cust_bill>),
1074 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1075 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1076 set the "delete_financials" option to a true value.
1081 my( $self, %opt ) = @_;
1083 local $SIG{HUP} = 'IGNORE';
1084 local $SIG{INT} = 'IGNORE';
1085 local $SIG{QUIT} = 'IGNORE';
1086 local $SIG{TERM} = 'IGNORE';
1087 local $SIG{TSTP} = 'IGNORE';
1088 local $SIG{PIPE} = 'IGNORE';
1090 my $oldAutoCommit = $FS::UID::AutoCommit;
1091 local $FS::UID::AutoCommit = 0;
1094 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1095 $dbh->rollback if $oldAutoCommit;
1096 return "Can't delete a master agent customer";
1099 #use FS::access_user
1100 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1101 $dbh->rollback if $oldAutoCommit;
1102 return "Can't delete a master employee customer";
1105 tie my %financial_tables, 'Tie::IxHash',
1106 'cust_bill' => 'invoices',
1107 'cust_statement' => 'statements',
1108 'cust_credit' => 'credits',
1109 'cust_pay' => 'payments',
1110 'cust_refund' => 'refunds',
1113 foreach my $table ( keys %financial_tables ) {
1115 my @records = $self->$table();
1117 if ( @records && ! $opt{'delete_financials'} ) {
1118 $dbh->rollback if $oldAutoCommit;
1119 return "Can't delete a customer with ". $financial_tables{$table};
1122 foreach my $record ( @records ) {
1123 my $error = $record->delete;
1125 $dbh->rollback if $oldAutoCommit;
1126 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1132 my @cust_pkg = $self->ncancelled_pkgs;
1134 my $new_custnum = $opt{'new_custnum'};
1135 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1136 $dbh->rollback if $oldAutoCommit;
1137 return "Invalid new customer number: $new_custnum";
1139 foreach my $cust_pkg ( @cust_pkg ) {
1140 my %hash = $cust_pkg->hash;
1141 $hash{'custnum'} = $new_custnum;
1142 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1143 my $error = $new_cust_pkg->replace($cust_pkg,
1144 options => { $cust_pkg->options },
1147 $dbh->rollback if $oldAutoCommit;
1152 my @cancelled_cust_pkg = $self->all_pkgs;
1153 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1154 my $error = $cust_pkg->delete;
1156 $dbh->rollback if $oldAutoCommit;
1161 #cust_tax_adjustment in financials?
1162 #cust_pay_pending? ouch
1164 foreach my $table (qw(
1165 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1166 cust_location cust_main_note cust_tax_adjustment
1167 cust_pay_void cust_pay_batch queue cust_tax_exempt
1169 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1170 my $error = $record->delete;
1172 $dbh->rollback if $oldAutoCommit;
1178 my $sth = $dbh->prepare(
1179 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1181 my $errstr = $dbh->errstr;
1182 $dbh->rollback if $oldAutoCommit;
1185 $sth->execute($self->custnum) or do {
1186 my $errstr = $sth->errstr;
1187 $dbh->rollback if $oldAutoCommit;
1193 my $ticket_dbh = '';
1194 if ($conf->config('ticket_system') eq 'RT_Internal') {
1196 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1197 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1198 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1199 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1202 if ( $ticket_dbh ) {
1204 my $ticket_sth = $ticket_dbh->prepare(
1205 'DELETE FROM Links WHERE Target = ?'
1207 my $errstr = $ticket_dbh->errstr;
1208 $dbh->rollback if $oldAutoCommit;
1211 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1213 my $errstr = $ticket_sth->errstr;
1214 $dbh->rollback if $oldAutoCommit;
1218 #check and see if the customer is the only link on the ticket, and
1219 #if so, set the ticket to deleted status in RT?
1220 #maybe someday, for now this will at least fix tickets not displaying
1224 #delete the customer record
1226 my $error = $self->SUPER::delete;
1228 $dbh->rollback if $oldAutoCommit;
1232 # cust_main exports!
1234 #my $export_args = $options{'export_args'} || [];
1237 map qsearch( 'part_export', {exportnum=>$_} ),
1238 $conf->config('cust_main-exports'); #, $agentnum
1240 foreach my $part_export ( @part_export ) {
1241 my $error = $part_export->export_delete( $self ); #, @$export_args);
1243 $dbh->rollback if $oldAutoCommit;
1244 return "exporting to ". $part_export->exporttype.
1245 " (transaction rolled back): $error";
1249 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1254 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1256 This merges this customer into the provided new custnum, and then deletes the
1257 customer. If there is an error, returns the error, otherwise returns false.
1259 The source customer's name, company name, phone numbers, agent,
1260 referring customer, customer class, advertising source, order taker, and
1261 billing information (except balance) are discarded.
1263 All packages are moved to the target customer. Packages with package locations
1264 are preserved. Packages without package locations are moved to a new package
1265 location with the source customer's service/shipping address.
1267 All invoices, statements, payments, credits and refunds are moved to the target
1268 customer. The source customer's balance is added to the target customer.
1270 All notes, attachments, tickets and customer tags are moved to the target
1273 Change history is not currently moved.
1278 my( $self, $new_custnum, %opt ) = @_;
1280 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1282 my $new_cust_main = qsearchs( 'cust_main', { 'custnum' => $new_custnum } )
1283 or return "Invalid new customer number: $new_custnum";
1285 return 'Access denied: "Merge customer across agents" access right required to merge into a customer of a different agent'
1286 if $self->agentnum != $new_cust_main->agentnum
1287 && ! $FS::CurrentUser::CurrentUser->access_right('Merge customer across agents');
1289 local $SIG{HUP} = 'IGNORE';
1290 local $SIG{INT} = 'IGNORE';
1291 local $SIG{QUIT} = 'IGNORE';
1292 local $SIG{TERM} = 'IGNORE';
1293 local $SIG{TSTP} = 'IGNORE';
1294 local $SIG{PIPE} = 'IGNORE';
1296 my $oldAutoCommit = $FS::UID::AutoCommit;
1297 local $FS::UID::AutoCommit = 0;
1300 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1301 $dbh->rollback if $oldAutoCommit;
1302 return "Can't merge a master agent customer";
1305 #use FS::access_user
1306 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1307 $dbh->rollback if $oldAutoCommit;
1308 return "Can't merge a master employee customer";
1311 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1312 'status' => { op=>'!=', value=>'done' },
1316 $dbh->rollback if $oldAutoCommit;
1317 return "Can't merge a customer with pending payments";
1320 tie my %financial_tables, 'Tie::IxHash',
1321 'cust_bill' => 'invoices',
1322 'cust_bill_void' => 'voided invoices',
1323 'cust_statement' => 'statements',
1324 'cust_credit' => 'credits',
1325 'cust_credit_void' => 'voided credits',
1326 'cust_pay' => 'payments',
1327 'cust_pay_void' => 'voided payments',
1328 'cust_refund' => 'refunds',
1331 foreach my $table ( keys %financial_tables ) {
1333 my @records = $self->$table();
1335 foreach my $record ( @records ) {
1336 $record->custnum($new_custnum);
1337 my $error = $record->replace;
1339 $dbh->rollback if $oldAutoCommit;
1340 return "Error merging ". $financial_tables{$table}. ": $error\n";
1346 my $name = $self->ship_name; #?
1348 my $locationnum = '';
1349 foreach my $cust_pkg ( $self->all_pkgs ) {
1350 $cust_pkg->custnum($new_custnum);
1352 unless ( $cust_pkg->locationnum ) {
1353 unless ( $locationnum ) {
1354 my $cust_location = new FS::cust_location {
1355 $self->location_hash,
1356 'custnum' => $new_custnum,
1358 my $error = $cust_location->insert;
1360 $dbh->rollback if $oldAutoCommit;
1363 $locationnum = $cust_location->locationnum;
1365 $cust_pkg->locationnum($locationnum);
1368 my $error = $cust_pkg->replace;
1370 $dbh->rollback if $oldAutoCommit;
1374 # add customer (ship) name to svc_phone.phone_name if blank
1375 my @cust_svc = $cust_pkg->cust_svc;
1376 foreach my $cust_svc (@cust_svc) {
1377 my($label, $value, $svcdb) = $cust_svc->label;
1378 next unless $svcdb eq 'svc_phone';
1379 my $svc_phone = $cust_svc->svc_x;
1380 next if $svc_phone->phone_name;
1381 $svc_phone->phone_name($name);
1382 my $error = $svc_phone->replace;
1384 $dbh->rollback if $oldAutoCommit;
1392 # cust_tax_exempt (texas tax exemptions)
1393 # cust_recon (some sort of not-well understood thing for OnPac)
1395 #these are moved over
1396 foreach my $table (qw(
1397 cust_tag cust_location contact cust_attachment cust_main_note
1398 cust_tax_adjustment cust_pay_batch queue
1400 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1401 $record->custnum($new_custnum);
1402 my $error = $record->replace;
1404 $dbh->rollback if $oldAutoCommit;
1410 #these aren't preserved
1411 foreach my $table (qw(
1412 cust_main_exemption cust_main_invoice
1414 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1415 my $error = $record->delete;
1417 $dbh->rollback if $oldAutoCommit;
1424 my $sth = $dbh->prepare(
1425 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1427 my $errstr = $dbh->errstr;
1428 $dbh->rollback if $oldAutoCommit;
1431 $sth->execute($new_custnum, $self->custnum) or do {
1432 my $errstr = $sth->errstr;
1433 $dbh->rollback if $oldAutoCommit;
1439 my $ticket_dbh = '';
1440 if ($conf->config('ticket_system') eq 'RT_Internal') {
1442 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1443 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1444 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1445 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1448 if ( $ticket_dbh ) {
1450 my $ticket_sth = $ticket_dbh->prepare(
1451 'UPDATE Links SET Target = ? WHERE Target = ?'
1453 my $errstr = $ticket_dbh->errstr;
1454 $dbh->rollback if $oldAutoCommit;
1457 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1458 'freeside://freeside/cust_main/'.$self->custnum)
1460 my $errstr = $ticket_sth->errstr;
1461 $dbh->rollback if $oldAutoCommit;
1467 #delete the customer record
1469 my $error = $self->delete;
1471 $dbh->rollback if $oldAutoCommit;
1475 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1480 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1482 Replaces the OLD_RECORD with this one in the database. If there is an error,
1483 returns the error, otherwise returns false.
1485 To change the customer's address, set the pseudo-fields C<bill_location> and
1486 C<ship_location>. The address will still only change if at least one of the
1487 address fields differs from the existing values.
1489 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1490 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1491 expected and rollback the entire transaction; it is not necessary to call
1492 check_invoicing_list first. Here's an example:
1494 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1496 Currently available options are: I<tax_exemption>.
1498 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1499 of tax names and exemption numbers. FS::cust_main_exemption records will be
1500 deleted and inserted as appropriate.
1507 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1509 : $self->replace_old;
1513 warn "$me replace called\n"
1516 my $curuser = $FS::CurrentUser::CurrentUser;
1517 if ( $self->payby eq 'COMP'
1518 && $self->payby ne $old->payby
1519 && ! $curuser->access_right('Complimentary customer')
1522 return "You are not permitted to create complimentary accounts.";
1525 local($ignore_expired_card) = 1
1526 if $old->payby =~ /^(CARD|DCRD)$/
1527 && $self->payby =~ /^(CARD|DCRD)$/
1528 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1530 local($ignore_banned_card) = 1
1531 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1532 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1533 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1535 if ( $self->payby =~ /^(CARD|DCRD)$/
1536 && $old->payinfo ne $self->payinfo
1537 && $old->paymask ne $self->paymask )
1539 my $error = $self->check_payinfo_cardtype;
1540 return $error if $error;
1542 if ( $conf->exists('business-onlinepayment-verification') ) {
1543 $error = $self->realtime_verify_bop({ 'method'=>'CC' });
1544 return $error if $error;
1548 return "Invoicing locale is required"
1551 && $conf->exists('cust_main-require_locale');
1553 local $SIG{HUP} = 'IGNORE';
1554 local $SIG{INT} = 'IGNORE';
1555 local $SIG{QUIT} = 'IGNORE';
1556 local $SIG{TERM} = 'IGNORE';
1557 local $SIG{TSTP} = 'IGNORE';
1558 local $SIG{PIPE} = 'IGNORE';
1560 my $oldAutoCommit = $FS::UID::AutoCommit;
1561 local $FS::UID::AutoCommit = 0;
1564 for my $l (qw(bill_location ship_location)) {
1565 my $old_loc = $old->$l;
1566 my $new_loc = $self->$l;
1568 # find the existing location if there is one
1569 $new_loc->set('custnum' => $self->custnum);
1570 my $error = $new_loc->find_or_insert;
1572 $dbh->rollback if $oldAutoCommit;
1575 $self->set($l.'num', $new_loc->locationnum);
1578 # replace the customer record
1579 my $error = $self->SUPER::replace($old);
1582 $dbh->rollback if $oldAutoCommit;
1586 # now move packages to the new service location
1587 $self->set('ship_location', ''); #flush cache
1588 if ( $old->ship_locationnum and # should only be null during upgrade...
1589 $old->ship_locationnum != $self->ship_locationnum ) {
1590 $error = $old->ship_location->move_to($self->ship_location);
1592 $dbh->rollback if $oldAutoCommit;
1596 # don't move packages based on the billing location, but
1597 # disable it if it's no longer in use
1598 if ( $old->bill_locationnum and
1599 $old->bill_locationnum != $self->bill_locationnum ) {
1600 $error = $old->bill_location->disable_if_unused;
1602 $dbh->rollback if $oldAutoCommit;
1607 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1608 my $invoicing_list = shift @param;
1609 $error = $self->check_invoicing_list( $invoicing_list );
1611 $dbh->rollback if $oldAutoCommit;
1614 $self->invoicing_list( $invoicing_list );
1617 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1619 #this could be more efficient than deleting and re-inserting, if it matters
1620 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1621 my $error = $cust_tag->delete;
1623 $dbh->rollback if $oldAutoCommit;
1627 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1628 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1629 'custnum' => $self->custnum };
1630 my $error = $cust_tag->insert;
1632 $dbh->rollback if $oldAutoCommit;
1639 my %options = @param;
1641 my $tax_exemption = delete $options{'tax_exemption'};
1642 if ( $tax_exemption ) {
1644 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1645 if ref($tax_exemption) eq 'ARRAY';
1647 my %cust_main_exemption =
1648 map { $_->taxname => $_ }
1649 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1651 foreach my $taxname ( keys %$tax_exemption ) {
1653 if ( $cust_main_exemption{$taxname} &&
1654 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1657 delete $cust_main_exemption{$taxname};
1661 my $cust_main_exemption = new FS::cust_main_exemption {
1662 'custnum' => $self->custnum,
1663 'taxname' => $taxname,
1664 'exempt_number' => $tax_exemption->{$taxname},
1666 my $error = $cust_main_exemption->insert;
1668 $dbh->rollback if $oldAutoCommit;
1669 return "inserting cust_main_exemption (transaction rolled back): $error";
1673 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1674 my $error = $cust_main_exemption->delete;
1676 $dbh->rollback if $oldAutoCommit;
1677 return "deleting cust_main_exemption (transaction rolled back): $error";
1683 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1684 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1685 && $self->get('payinfo') !~ /^99\d{14}$/
1687 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1692 # card/check/lec info has changed, want to retry realtime_ invoice events
1693 my $error = $self->retry_realtime;
1695 $dbh->rollback if $oldAutoCommit;
1700 unless ( $import || $skip_fuzzyfiles ) {
1701 $error = $self->queue_fuzzyfiles_update;
1703 $dbh->rollback if $oldAutoCommit;
1704 return "updating fuzzy search cache: $error";
1708 # tax district update in cust_location
1710 # cust_main exports!
1712 my $export_args = $options{'export_args'} || [];
1715 map qsearch( 'part_export', {exportnum=>$_} ),
1716 $conf->config('cust_main-exports'); #, $agentnum
1718 foreach my $part_export ( @part_export ) {
1719 my $error = $part_export->export_replace( $self, $old, @$export_args);
1721 $dbh->rollback if $oldAutoCommit;
1722 return "exporting to ". $part_export->exporttype.
1723 " (transaction rolled back): $error";
1727 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1732 =item queue_fuzzyfiles_update
1734 Used by insert & replace to update the fuzzy search cache
1738 use FS::cust_main::Search;
1739 sub queue_fuzzyfiles_update {
1742 local $SIG{HUP} = 'IGNORE';
1743 local $SIG{INT} = 'IGNORE';
1744 local $SIG{QUIT} = 'IGNORE';
1745 local $SIG{TERM} = 'IGNORE';
1746 local $SIG{TSTP} = 'IGNORE';
1747 local $SIG{PIPE} = 'IGNORE';
1749 my $oldAutoCommit = $FS::UID::AutoCommit;
1750 local $FS::UID::AutoCommit = 0;
1753 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1754 my $queue = new FS::queue {
1755 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1757 my @args = "cust_main.$field", $self->get($field);
1758 my $error = $queue->insert( @args );
1760 $dbh->rollback if $oldAutoCommit;
1761 return "queueing job (transaction rolled back): $error";
1765 my @locations = $self->bill_location;
1766 push @locations, $self->ship_location if $self->has_ship_address;
1767 foreach my $location (@locations) {
1768 my $queue = new FS::queue {
1769 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1771 my @args = 'cust_location.address1', $location->address1;
1772 my $error = $queue->insert( @args );
1774 $dbh->rollback if $oldAutoCommit;
1775 return "queueing job (transaction rolled back): $error";
1779 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1786 Checks all fields to make sure this is a valid customer record. If there is
1787 an error, returns the error, otherwise returns false. Called by the insert
1788 and replace methods.
1795 warn "$me check BEFORE: \n". $self->_dump
1799 $self->ut_numbern('custnum')
1800 || $self->ut_number('agentnum')
1801 || $self->ut_textn('agent_custid')
1802 || $self->ut_number('refnum')
1803 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1804 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1805 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1806 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1807 || $self->ut_textn('custbatch')
1808 || $self->ut_name('last')
1809 || $self->ut_name('first')
1810 || $self->ut_snumbern('signupdate')
1811 || $self->ut_snumbern('birthdate')
1812 || $self->ut_namen('spouse_last')
1813 || $self->ut_namen('spouse_first')
1814 || $self->ut_snumbern('spouse_birthdate')
1815 || $self->ut_snumbern('anniversary_date')
1816 || $self->ut_textn('company')
1817 || $self->ut_textn('ship_company')
1818 || $self->ut_anything('comments')
1819 || $self->ut_numbern('referral_custnum')
1820 || $self->ut_textn('stateid')
1821 || $self->ut_textn('stateid_state')
1822 || $self->ut_textn('invoice_terms')
1823 || $self->ut_floatn('cdr_termination_percentage')
1824 || $self->ut_floatn('credit_limit')
1825 || $self->ut_numbern('billday')
1826 || $self->ut_numbern('prorate_day')
1827 || $self->ut_flag('edit_subject')
1828 || $self->ut_flag('calling_list_exempt')
1829 || $self->ut_flag('invoice_noemail')
1830 || $self->ut_flag('message_noemail')
1831 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1832 || $self->ut_flag('invoice_ship_address')
1835 foreach (qw(company ship_company)) {
1836 my $company = $self->get($_);
1837 $company =~ s/^\s+//;
1838 $company =~ s/\s+$//;
1839 $company =~ s/\s+/ /g;
1840 $self->set($_, $company);
1843 #barf. need message catalogs. i18n. etc.
1844 $error .= "Please select an advertising source."
1845 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1846 return $error if $error;
1848 return "Unknown agent"
1849 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1851 return "Unknown refnum"
1852 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1854 return "Unknown referring custnum: ". $self->referral_custnum
1855 unless ! $self->referral_custnum
1856 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1858 if ( $self->ss eq '' ) {
1863 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1864 or return "Illegal social security number: ". $self->ss;
1865 $self->ss("$1-$2-$3");
1868 #turn off invoice_ship_address if ship & bill are the same
1869 if ($self->bill_locationnum eq $self->ship_locationnum) {
1870 $self->invoice_ship_address('');
1873 # cust_main_county verification now handled by cust_location check
1876 $self->ut_phonen('daytime', $self->country)
1877 || $self->ut_phonen('night', $self->country)
1878 || $self->ut_phonen('fax', $self->country)
1879 || $self->ut_phonen('mobile', $self->country)
1881 return $error if $error;
1883 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1885 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1888 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1890 : FS::Msgcat::_gettext('daytime');
1891 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1893 : FS::Msgcat::_gettext('night');
1895 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1897 : FS::Msgcat::_gettext('mobile');
1899 return "$daytime_label, $night_label or $mobile_label is required"
1903 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1904 # or return "Illegal payby: ". $self->payby;
1906 FS::payby->can_payby($self->table, $self->payby)
1907 or return "Illegal payby: ". $self->payby;
1909 $error = $self->ut_numbern('paystart_month')
1910 || $self->ut_numbern('paystart_year')
1911 || $self->ut_numbern('payissue')
1912 || $self->ut_textn('paytype')
1914 return $error if $error;
1916 if ( $self->payip eq '' ) {
1919 $error = $self->ut_ip('payip');
1920 return $error if $error;
1923 # If it is encrypted and the private key is not availaible then we can't
1924 # check the credit card.
1925 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1927 # Need some kind of global flag to accept invalid cards, for testing
1929 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1931 my $payinfo = $self->payinfo;
1932 $payinfo =~ s/\D//g;
1933 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1934 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1936 $self->payinfo($payinfo);
1938 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1940 return gettext('unknown_card_type')
1941 if $self->payinfo !~ /^99\d{14}$/ #token
1942 && cardtype($self->payinfo) eq "Unknown";
1944 unless ( $ignore_banned_card ) {
1945 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1947 if ( $ban->bantype eq 'warn' ) {
1948 #or others depending on value of $ban->reason ?
1949 return '_duplicate_card'.
1950 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1951 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1952 ' (ban# '. $ban->bannum. ')'
1953 unless $self->override_ban_warn;
1955 return 'Banned credit card: banned on '.
1956 time2str('%a %h %o at %r', $ban->_date).
1957 ' by '. $ban->otaker.
1958 ' (ban# '. $ban->bannum. ')';
1963 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1964 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1965 $self->paycvv =~ /^(\d{4})$/
1966 or return "CVV2 (CID) for American Express cards is four digits.";
1969 $self->paycvv =~ /^(\d{3})$/
1970 or return "CVV2 (CVC2/CID) is three digits.";
1977 my $cardtype = cardtype($payinfo);
1978 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
1980 return "Start date or issue number is required for $cardtype cards"
1981 unless $self->paystart_month && $self->paystart_year or $self->payissue;
1983 return "Start month must be between 1 and 12"
1984 if $self->paystart_month
1985 and $self->paystart_month < 1 || $self->paystart_month > 12;
1987 return "Start year must be 1990 or later"
1988 if $self->paystart_year
1989 and $self->paystart_year < 1990;
1991 return "Issue number must be beween 1 and 99"
1993 and $self->payissue < 1 || $self->payissue > 99;
1996 $self->paystart_month('');
1997 $self->paystart_year('');
1998 $self->payissue('');
2001 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
2003 my $payinfo = $self->payinfo;
2004 $payinfo =~ s/[^\d\@\.]//g;
2005 if ( $conf->config('echeck-country') eq 'CA' ) {
2006 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
2007 or return 'invalid echeck account@branch.bank';
2008 $payinfo = "$1\@$2.$3";
2009 } elsif ( $conf->config('echeck-country') eq 'US' ) {
2010 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
2011 $payinfo = "$1\@$2";
2013 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
2014 $payinfo = "$1\@$2";
2016 $self->payinfo($payinfo);
2019 unless ( $ignore_banned_card ) {
2020 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
2022 if ( $ban->bantype eq 'warn' ) {
2023 #or others depending on value of $ban->reason ?
2024 return '_duplicate_ach' unless $self->override_ban_warn;
2026 return 'Banned ACH account: banned on '.
2027 time2str('%a %h %o at %r', $ban->_date).
2028 ' by '. $ban->otaker.
2029 ' (ban# '. $ban->bannum. ')';
2034 } elsif ( $self->payby eq 'LECB' ) {
2036 my $payinfo = $self->payinfo;
2037 $payinfo =~ s/\D//g;
2038 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2040 $self->payinfo($payinfo);
2043 } elsif ( $self->payby eq 'BILL' ) {
2045 $error = $self->ut_textn('payinfo');
2046 return "Illegal P.O. number: ". $self->payinfo if $error;
2049 } elsif ( $self->payby eq 'COMP' ) {
2051 my $curuser = $FS::CurrentUser::CurrentUser;
2052 if ( ! $self->custnum
2053 && ! $curuser->access_right('Complimentary customer')
2056 return "You are not permitted to create complimentary accounts."
2059 $error = $self->ut_textn('payinfo');
2060 return "Illegal comp account issuer: ". $self->payinfo if $error;
2063 } elsif ( $self->payby eq 'PREPAY' ) {
2065 my $payinfo = $self->payinfo;
2066 $payinfo =~ s/\W//g; #anything else would just confuse things
2067 $self->payinfo($payinfo);
2068 $error = $self->ut_alpha('payinfo');
2069 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2070 return "Unknown prepayment identifier"
2071 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2076 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2077 return "Expiration date required"
2078 # shouldn't payinfo_check do this?
2079 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2083 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2084 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2085 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2086 ( $m, $y ) = ( $2, "19$1" );
2087 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2088 ( $m, $y ) = ( $3, "20$2" );
2090 return "Illegal expiration date: ". $self->paydate;
2092 $m = sprintf('%02d',$m);
2093 $self->paydate("$y-$m-01");
2094 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2095 return gettext('expired_card')
2097 && !$ignore_expired_card
2098 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2101 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2102 ( ! $conf->exists('require_cardname')
2103 || $self->payby !~ /^(CARD|DCRD)$/ )
2105 $self->payname( $self->first. " ". $self->getfield('last') );
2108 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2109 $self->payname =~ /^([\w \,\.\-\']*)$/
2110 or return gettext('illegal_name'). " payname: ". $self->payname;
2113 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2114 or return gettext('illegal_name'). " payname: ". $self->payname;
2120 return "Please select an invoicing locale"
2123 && $conf->exists('cust_main-require_locale');
2125 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2126 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2130 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2132 warn "$me check AFTER: \n". $self->_dump
2135 $self->SUPER::check;
2138 sub check_payinfo_cardtype {
2141 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
2143 my $payinfo = $self->payinfo;
2144 $payinfo =~ s/\D//g;
2146 return '' if $payinfo =~ /^99\d{14}$/; #token
2148 my %bop_card_types = map { $_=>1 } values %{ card_types() };
2149 my $cardtype = cardtype($payinfo);
2151 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
2159 Additional checks for replace only.
2164 my ($new,$old) = @_;
2165 #preserve old value if global config is set
2166 if ($old && $conf->exists('invoice-ship_address')) {
2167 $new->invoice_ship_address($old->invoice_ship_address);
2174 Returns a list of fields which have ship_ duplicates.
2179 qw( last first company
2181 address1 address2 city county state zip country
2183 daytime night fax mobile
2187 =item has_ship_address
2189 Returns true if this customer record has a separate shipping address.
2193 sub has_ship_address {
2195 $self->bill_locationnum != $self->ship_locationnum;
2200 Returns a list of key/value pairs, with the following keys: address1,
2201 adddress2, city, county, state, zip, country, district, and geocode. The
2202 shipping address is used if present.
2208 $self->ship_location->location_hash;
2213 Returns all locations (see L<FS::cust_location>) for this customer.
2219 qsearch('cust_location', { 'custnum' => $self->custnum,
2220 'prospectnum' => '' } );
2225 Returns all contacts (see L<FS::contact>) for this customer.
2229 #already used :/ sub contact {
2232 qsearch('contact', { 'custnum' => $self->custnum } );
2237 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2238 and L<FS::cust_pkg>) for this customer, except those on hold.
2240 Returns a list: an empty list on success or a list of errors.
2246 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2251 Unsuspends all suspended packages in the on-hold state (those without setup
2252 dates) for this customer.
2258 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2263 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2265 Returns a list: an empty list on success or a list of errors.
2271 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2274 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2276 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2277 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2278 of a list of pkgparts; the hashref has the following keys:
2282 =item pkgparts - listref of pkgparts
2284 =item (other options are passed to the suspend method)
2289 Returns a list: an empty list on success or a list of errors.
2293 sub suspend_if_pkgpart {
2295 my (@pkgparts, %opt);
2296 if (ref($_[0]) eq 'HASH'){
2297 @pkgparts = @{$_[0]{pkgparts}};
2302 grep { $_->suspend(%opt) }
2303 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2304 $self->unsuspended_pkgs;
2307 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2309 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2310 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2311 instead of a list of pkgparts; the hashref has the following keys:
2315 =item pkgparts - listref of pkgparts
2317 =item (other options are passed to the suspend method)
2321 Returns a list: an empty list on success or a list of errors.
2325 sub suspend_unless_pkgpart {
2327 my (@pkgparts, %opt);
2328 if (ref($_[0]) eq 'HASH'){
2329 @pkgparts = @{$_[0]{pkgparts}};
2334 grep { $_->suspend(%opt) }
2335 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2336 $self->unsuspended_pkgs;
2339 =item cancel [ OPTION => VALUE ... ]
2341 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2343 Available options are:
2347 =item quiet - can be set true to supress email cancellation notices.
2349 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a reasonnum of an existing reason, or passing a hashref will create a new reason. The hashref should have the following keys: typenum - Reason type (see L<FS::reason_type>, reason - Text of the new reason.
2351 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2353 =item nobill - can be set true to skip billing if it might otherwise be done.
2357 Always returns a list: an empty list on success or a list of errors.
2361 # nb that dates are not specified as valid options to this method
2364 my( $self, %opt ) = @_;
2366 warn "$me cancel called on customer ". $self->custnum. " with options ".
2367 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2370 return ( 'access denied' )
2371 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2373 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2375 #should try decryption (we might have the private key)
2376 # and if not maybe queue a job for the server that does?
2377 return ( "Can't (yet) ban encrypted credit cards" )
2378 if $self->is_encrypted($self->payinfo);
2380 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2381 my $error = $ban->insert;
2382 return ( $error ) if $error;
2386 my @pkgs = $self->ncancelled_pkgs;
2388 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2390 my $error = $self->bill( pkg_list => [ @pkgs ], cancel => 1 );
2391 warn "Error billing during cancel, custnum ". $self->custnum. ": $error"
2395 warn "$me cancelling ". scalar($self->ncancelled_pkgs). "/".
2396 scalar(@pkgs). " packages for customer ". $self->custnum. "\n"
2399 grep { $_ } map { $_->cancel(%opt) } $self->ncancelled_pkgs;
2402 sub _banned_pay_hashref {
2413 'payby' => $payby2ban{$self->payby},
2414 'payinfo' => $self->payinfo,
2415 #don't ever *search* on reason! #'reason' =>
2419 sub _new_banned_pay_hashref {
2421 my $hr = $self->_banned_pay_hashref;
2422 $hr->{payinfo} = md5_base64($hr->{payinfo});
2428 Returns all notes (see L<FS::cust_main_note>) for this customer.
2433 my($self,$orderby_classnum) = (shift,shift);
2434 my $orderby = "sticky DESC, _date DESC";
2435 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2436 qsearch( 'cust_main_note',
2437 { 'custnum' => $self->custnum },
2439 "ORDER BY $orderby",
2445 Returns the agent (see L<FS::agent>) for this customer.
2451 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2456 Returns the agent name (see L<FS::agent>) for this customer.
2462 $self->agent->agent;
2467 Returns any tags associated with this customer, as FS::cust_tag objects,
2468 or an empty list if there are no tags.
2474 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2479 Returns any tags associated with this customer, as FS::part_tag objects,
2480 or an empty list if there are no tags.
2486 map $_->part_tag, $self->cust_tag;
2492 Returns the customer class, as an FS::cust_class object, or the empty string
2493 if there is no customer class.
2499 if ( $self->classnum ) {
2500 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2508 Returns the customer category name, or the empty string if there is no customer
2515 my $cust_class = $self->cust_class;
2517 ? $cust_class->categoryname
2523 Returns the customer class name, or the empty string if there is no customer
2530 my $cust_class = $self->cust_class;
2532 ? $cust_class->classname
2536 =item BILLING METHODS
2538 Documentation on billing methods has been moved to
2539 L<FS::cust_main::Billing>.
2541 =item REALTIME BILLING METHODS
2543 Documentation on realtime billing methods has been moved to
2544 L<FS::cust_main::Billing_Realtime>.
2548 Removes the I<paycvv> field from the database directly.
2550 If there is an error, returns the error, otherwise returns false.
2556 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2557 or return dbh->errstr;
2558 $sth->execute($self->custnum)
2559 or return $sth->errstr;
2564 =item batch_card OPTION => VALUE...
2566 Adds a payment for this invoice to the pending credit card batch (see
2567 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2568 runs the payment using a realtime gateway.
2570 Options may include:
2572 B<amount>: the amount to be paid; defaults to the customer's balance minus
2573 any payments in transit.
2575 B<payby>: the payment method; defaults to cust_main.payby
2577 B<realtime>: runs this as a realtime payment instead of adding it to a
2580 B<invnum>: sets cust_pay_batch.invnum.
2582 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2583 the billing address for the payment; defaults to the customer's billing
2586 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2587 date, and name; defaults to those fields in cust_main.
2592 my ($self, %options) = @_;
2595 if (exists($options{amount})) {
2596 $amount = $options{amount};
2598 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2601 warn(sprintf("Customer balance %.2f - in transit amount %.2f is <= 0.\n",
2603 $self->in_transit_payments
2608 my $invnum = delete $options{invnum};
2609 my $payby = $options{payby} || $self->payby; #still dubious
2611 if ($options{'realtime'}) {
2612 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2618 my $oldAutoCommit = $FS::UID::AutoCommit;
2619 local $FS::UID::AutoCommit = 0;
2622 #this needs to handle mysql as well as Pg, like svc_acct.pm
2623 #(make it into a common function if folks need to do batching with mysql)
2624 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2625 or return "Cannot lock pay_batch: " . $dbh->errstr;
2629 'payby' => FS::payby->payby2payment($payby),
2631 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2633 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2635 unless ( $pay_batch ) {
2636 $pay_batch = new FS::pay_batch \%pay_batch;
2637 my $error = $pay_batch->insert;
2639 $dbh->rollback if $oldAutoCommit;
2640 die "error creating new batch: $error\n";
2644 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2645 'batchnum' => $pay_batch->batchnum,
2646 'custnum' => $self->custnum,
2649 foreach (qw( address1 address2 city state zip country latitude longitude
2650 payby payinfo paydate payname ))
2652 $options{$_} = '' unless exists($options{$_});
2655 my $loc = $self->bill_location;
2657 my $cust_pay_batch = new FS::cust_pay_batch ( {
2658 'batchnum' => $pay_batch->batchnum,
2659 'invnum' => $invnum || 0, # is there a better value?
2660 # this field should be
2662 # cust_bill_pay_batch now
2663 'custnum' => $self->custnum,
2664 'last' => $self->getfield('last'),
2665 'first' => $self->getfield('first'),
2666 'address1' => $options{address1} || $loc->address1,
2667 'address2' => $options{address2} || $loc->address2,
2668 'city' => $options{city} || $loc->city,
2669 'state' => $options{state} || $loc->state,
2670 'zip' => $options{zip} || $loc->zip,
2671 'country' => $options{country} || $loc->country,
2672 'payby' => $options{payby} || $self->payby,
2673 'payinfo' => $options{payinfo} || $self->payinfo,
2674 'exp' => $options{paydate} || $self->paydate,
2675 'payname' => $options{payname} || $self->payname,
2676 'amount' => $amount, # consolidating
2679 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2680 if $old_cust_pay_batch;
2683 if ($old_cust_pay_batch) {
2684 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2686 $error = $cust_pay_batch->insert;
2690 $dbh->rollback if $oldAutoCommit;
2694 my $unapplied = $self->total_unapplied_credits
2695 + $self->total_unapplied_payments
2696 + $self->in_transit_payments;
2697 foreach my $cust_bill ($self->open_cust_bill) {
2698 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2699 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2700 'invnum' => $cust_bill->invnum,
2701 'paybatchnum' => $cust_pay_batch->paybatchnum,
2702 'amount' => $cust_bill->owed,
2705 if ($unapplied >= $cust_bill_pay_batch->amount){
2706 $unapplied -= $cust_bill_pay_batch->amount;
2709 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2710 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2712 $error = $cust_bill_pay_batch->insert;
2714 $dbh->rollback if $oldAutoCommit;
2719 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2725 Returns the total owed for this customer on all invoices
2726 (see L<FS::cust_bill/owed>).
2732 $self->total_owed_date(2145859200); #12/31/2037
2735 =item total_owed_date TIME
2737 Returns the total owed for this customer on all invoices with date earlier than
2738 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2739 see L<Time::Local> and L<Date::Parse> for conversion functions.
2743 sub total_owed_date {
2747 my $custnum = $self->custnum;
2749 my $owed_sql = FS::cust_bill->owed_sql;
2752 SELECT SUM($owed_sql) FROM cust_bill
2753 WHERE custnum = $custnum
2757 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2761 =item total_owed_pkgnum PKGNUM
2763 Returns the total owed on all invoices for this customer's specific package
2764 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2768 sub total_owed_pkgnum {
2769 my( $self, $pkgnum ) = @_;
2770 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2773 =item total_owed_date_pkgnum TIME PKGNUM
2775 Returns the total owed for this customer's specific package when using
2776 experimental package balances on all invoices with date earlier than
2777 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2778 see L<Time::Local> and L<Date::Parse> for conversion functions.
2782 sub total_owed_date_pkgnum {
2783 my( $self, $time, $pkgnum ) = @_;
2786 foreach my $cust_bill (
2787 grep { $_->_date <= $time }
2788 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2790 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2792 sprintf( "%.2f", $total_bill );
2798 Returns the total amount of all payments.
2805 $total += $_->paid foreach $self->cust_pay;
2806 sprintf( "%.2f", $total );
2809 =item total_unapplied_credits
2811 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2812 customer. See L<FS::cust_credit/credited>.
2814 =item total_credited
2816 Old name for total_unapplied_credits. Don't use.
2820 sub total_credited {
2821 #carp "total_credited deprecated, use total_unapplied_credits";
2822 shift->total_unapplied_credits(@_);
2825 sub total_unapplied_credits {
2828 my $custnum = $self->custnum;
2830 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2833 SELECT SUM($unapplied_sql) FROM cust_credit
2834 WHERE custnum = $custnum
2837 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2841 =item total_unapplied_credits_pkgnum PKGNUM
2843 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2844 customer. See L<FS::cust_credit/credited>.
2848 sub total_unapplied_credits_pkgnum {
2849 my( $self, $pkgnum ) = @_;
2850 my $total_credit = 0;
2851 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2852 sprintf( "%.2f", $total_credit );
2856 =item total_unapplied_payments
2858 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2859 See L<FS::cust_pay/unapplied>.
2863 sub total_unapplied_payments {
2866 my $custnum = $self->custnum;
2868 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2871 SELECT SUM($unapplied_sql) FROM cust_pay
2872 WHERE custnum = $custnum
2875 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2879 =item total_unapplied_payments_pkgnum PKGNUM
2881 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2882 specific package when using experimental package balances. See
2883 L<FS::cust_pay/unapplied>.
2887 sub total_unapplied_payments_pkgnum {
2888 my( $self, $pkgnum ) = @_;
2889 my $total_unapplied = 0;
2890 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
2891 sprintf( "%.2f", $total_unapplied );
2895 =item total_unapplied_refunds
2897 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
2898 customer. See L<FS::cust_refund/unapplied>.
2902 sub total_unapplied_refunds {
2904 my $custnum = $self->custnum;
2906 my $unapplied_sql = FS::cust_refund->unapplied_sql;
2909 SELECT SUM($unapplied_sql) FROM cust_refund
2910 WHERE custnum = $custnum
2913 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2919 Returns the balance for this customer (total_owed plus total_unrefunded, minus
2920 total_unapplied_credits minus total_unapplied_payments).
2926 $self->balance_date_range;
2929 =item balance_date TIME
2931 Returns the balance for this customer, only considering invoices with date
2932 earlier than TIME (total_owed_date minus total_credited minus
2933 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
2934 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
2941 $self->balance_date_range(shift);
2944 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
2946 Returns the balance for this customer, optionally considering invoices with
2947 date earlier than START_TIME, and not later than END_TIME
2948 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
2950 Times are specified as SQL fragments or numeric
2951 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
2952 L<Date::Parse> for conversion functions. The empty string can be passed
2953 to disable that time constraint completely.
2955 Accepts the same options as L<balance_date_sql>:
2959 =item unapplied_date
2961 set to true to disregard unapplied credits, payments and refunds outside the specified time period - by default the time period restriction only applies to invoices (useful for reporting, probably a bad idea for event triggering)
2965 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
2966 time will be ignored. Note that START_TIME and END_TIME only limit the date
2967 range for invoices and I<unapplied> payments, credits, and refunds.
2973 sub balance_date_range {
2975 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
2976 ') FROM cust_main WHERE custnum='. $self->custnum;
2977 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
2980 =item balance_pkgnum PKGNUM
2982 Returns the balance for this customer's specific package when using
2983 experimental package balances (total_owed plus total_unrefunded, minus
2984 total_unapplied_credits minus total_unapplied_payments)
2988 sub balance_pkgnum {
2989 my( $self, $pkgnum ) = @_;
2992 $self->total_owed_pkgnum($pkgnum)
2993 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
2994 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
2995 - $self->total_unapplied_credits_pkgnum($pkgnum)
2996 - $self->total_unapplied_payments_pkgnum($pkgnum)
3000 =item in_transit_payments
3002 Returns the total of requests for payments for this customer pending in
3003 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3007 sub in_transit_payments {
3009 my $in_transit_payments = 0;
3010 foreach my $pay_batch ( qsearch('pay_batch', {
3013 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3014 'batchnum' => $pay_batch->batchnum,
3015 'custnum' => $self->custnum,
3018 $in_transit_payments += $cust_pay_batch->amount;
3021 sprintf( "%.2f", $in_transit_payments );
3026 Returns a hash of useful information for making a payment.
3036 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
3037 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
3038 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
3042 For credit card transactions:
3054 For electronic check transactions:
3069 $return{balance} = $self->balance;
3071 $return{payname} = $self->payname
3072 || ( $self->first. ' '. $self->get('last') );
3074 $return{$_} = $self->bill_location->$_
3075 for qw(address1 address2 city state zip);
3077 $return{payby} = $self->payby;
3078 $return{stateid_state} = $self->stateid_state;
3080 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
3081 $return{card_type} = cardtype($self->payinfo);
3082 $return{payinfo} = $self->paymask;
3084 @return{'month', 'year'} = $self->paydate_monthyear;
3088 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
3089 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
3090 $return{payinfo1} = $payinfo1;
3091 $return{payinfo2} = $payinfo2;
3092 $return{paytype} = $self->paytype;
3093 $return{paystate} = $self->paystate;
3097 #doubleclick protection
3099 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
3105 =item paydate_monthyear
3107 Returns a two-element list consisting of the month and year of this customer's
3108 paydate (credit card expiration date for CARD customers)
3112 sub paydate_monthyear {
3114 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3116 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3125 Returns the exact time in seconds corresponding to the payment method
3126 expiration date. For CARD/DCRD customers this is the end of the month;
3127 for others (COMP is the only other payby that uses paydate) it's the start.
3128 Returns 0 if the paydate is empty or set to the far future.
3134 my ($month, $year) = $self->paydate_monthyear;
3135 return 0 if !$year or $year >= 2037;
3136 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3138 if ( $month == 13 ) {
3142 return timelocal(0,0,0,1,$month-1,$year) - 1;
3145 return timelocal(0,0,0,1,$month-1,$year);
3149 =item paydate_epoch_sql
3151 Class method. Returns an SQL expression to obtain the payment expiration date
3152 as a number of seconds.
3156 # Special expiration date behavior for non-CARD/DCRD customers has been
3157 # carefully preserved. Do we really use that?
3158 sub paydate_epoch_sql {
3160 my $table = shift || 'cust_main';
3161 my ($case1, $case2);
3162 if ( driver_name eq 'Pg' ) {
3163 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3164 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3166 elsif ( lc(driver_name) eq 'mysql' ) {
3167 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3168 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3171 return "CASE WHEN $table.payby IN('CARD','DCRD')
3177 =item tax_exemption TAXNAME
3182 my( $self, $taxname ) = @_;
3184 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3185 'taxname' => $taxname,
3190 =item cust_main_exemption
3194 sub cust_main_exemption {
3196 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3199 =item invoicing_list [ ARRAYREF ]
3201 If an arguement is given, sets these email addresses as invoice recipients
3202 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3203 (except as warnings), so use check_invoicing_list first.
3205 Returns a list of email addresses (with svcnum entries expanded).
3207 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3208 check it without disturbing anything by passing nothing.
3210 This interface may change in the future.
3214 sub invoicing_list {
3215 my( $self, $arrayref ) = @_;
3218 my @cust_main_invoice;
3219 if ( $self->custnum ) {
3220 @cust_main_invoice =
3221 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3223 @cust_main_invoice = ();
3225 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3226 #warn $cust_main_invoice->destnum;
3227 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3228 #warn $cust_main_invoice->destnum;
3229 my $error = $cust_main_invoice->delete;
3230 warn $error if $error;
3233 if ( $self->custnum ) {
3234 @cust_main_invoice =
3235 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3237 @cust_main_invoice = ();
3239 my %seen = map { $_->address => 1 } @cust_main_invoice;
3240 foreach my $address ( @{$arrayref} ) {
3241 next if exists $seen{$address} && $seen{$address};
3242 $seen{$address} = 1;
3243 my $cust_main_invoice = new FS::cust_main_invoice ( {
3244 'custnum' => $self->custnum,
3247 my $error = $cust_main_invoice->insert;
3248 warn $error if $error;
3252 if ( $self->custnum ) {
3254 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3261 =item check_invoicing_list ARRAYREF
3263 Checks these arguements as valid input for the invoicing_list method. If there
3264 is an error, returns the error, otherwise returns false.
3268 sub check_invoicing_list {
3269 my( $self, $arrayref ) = @_;
3271 foreach my $address ( @$arrayref ) {
3273 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3274 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3277 my $cust_main_invoice = new FS::cust_main_invoice ( {
3278 'custnum' => $self->custnum,
3281 my $error = $self->custnum
3282 ? $cust_main_invoice->check
3283 : $cust_main_invoice->checkdest
3285 return $error if $error;
3289 return "Email address required"
3290 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3291 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3296 =item set_default_invoicing_list
3298 Sets the invoicing list to all accounts associated with this customer,
3299 overwriting any previous invoicing list.
3303 sub set_default_invoicing_list {
3305 $self->invoicing_list($self->all_emails);
3310 Returns the email addresses of all accounts provisioned for this customer.
3317 foreach my $cust_pkg ( $self->all_pkgs ) {
3318 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3320 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3321 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3323 $list{$_}=1 foreach map { $_->email } @svc_acct;
3328 =item invoicing_list_addpost
3330 Adds postal invoicing to this customer. If this customer is already configured
3331 to receive postal invoices, does nothing.
3335 sub invoicing_list_addpost {
3337 return if grep { $_ eq 'POST' } $self->invoicing_list;
3338 my @invoicing_list = $self->invoicing_list;
3339 push @invoicing_list, 'POST';
3340 $self->invoicing_list(\@invoicing_list);
3343 =item invoicing_list_emailonly
3345 Returns the list of email invoice recipients (invoicing_list without non-email
3346 destinations such as POST and FAX).
3350 sub invoicing_list_emailonly {
3352 warn "$me invoicing_list_emailonly called"
3354 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3357 =item invoicing_list_emailonly_scalar
3359 Returns the list of email invoice recipients (invoicing_list without non-email
3360 destinations such as POST and FAX) as a comma-separated scalar.
3364 sub invoicing_list_emailonly_scalar {
3366 warn "$me invoicing_list_emailonly_scalar called"
3368 join(', ', $self->invoicing_list_emailonly);
3371 =item referral_custnum_cust_main
3373 Returns the customer who referred this customer (or the empty string, if
3374 this customer was not referred).
3376 Note the difference with referral_cust_main method: This method,
3377 referral_custnum_cust_main returns the single customer (if any) who referred
3378 this customer, while referral_cust_main returns an array of customers referred
3383 sub referral_custnum_cust_main {
3385 return '' unless $self->referral_custnum;
3386 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3389 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3391 Returns an array of customers referred by this customer (referral_custnum set
3392 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3393 customers referred by customers referred by this customer and so on, inclusive.
3394 The default behavior is DEPTH 1 (no recursion).
3396 Note the difference with referral_custnum_cust_main method: This method,
3397 referral_cust_main, returns an array of customers referred BY this customer,
3398 while referral_custnum_cust_main returns the single customer (if any) who
3399 referred this customer.
3403 sub referral_cust_main {
3405 my $depth = @_ ? shift : 1;
3406 my $exclude = @_ ? shift : {};
3409 map { $exclude->{$_->custnum}++; $_; }
3410 grep { ! $exclude->{ $_->custnum } }
3411 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3415 map { $_->referral_cust_main($depth-1, $exclude) }
3422 =item referral_cust_main_ncancelled
3424 Same as referral_cust_main, except only returns customers with uncancelled
3429 sub referral_cust_main_ncancelled {
3431 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3434 =item referral_cust_pkg [ DEPTH ]
3436 Like referral_cust_main, except returns a flat list of all unsuspended (and
3437 uncancelled) packages for each customer. The number of items in this list may
3438 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3442 sub referral_cust_pkg {
3444 my $depth = @_ ? shift : 1;
3446 map { $_->unsuspended_pkgs }
3447 grep { $_->unsuspended_pkgs }
3448 $self->referral_cust_main($depth);
3451 =item referring_cust_main
3453 Returns the single cust_main record for the customer who referred this customer
3454 (referral_custnum), or false.
3458 sub referring_cust_main {
3460 return '' unless $self->referral_custnum;
3461 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3464 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3466 Applies a credit to this customer. If there is an error, returns the error,
3467 otherwise returns false.
3469 REASON can be a text string, an FS::reason object, or a scalar reference to
3470 a reasonnum. If a text string, it will be automatically inserted as a new
3471 reason, and a 'reason_type' option must be passed to indicate the
3472 FS::reason_type for the new reason.
3474 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3475 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3476 I<commission_pkgnum>.
3478 Any other options are passed to FS::cust_credit::insert.
3483 my( $self, $amount, $reason, %options ) = @_;
3485 my $cust_credit = new FS::cust_credit {
3486 'custnum' => $self->custnum,
3487 'amount' => $amount,
3490 if ( ref($reason) ) {
3492 if ( ref($reason) eq 'SCALAR' ) {
3493 $cust_credit->reasonnum( $$reason );
3495 $cust_credit->reasonnum( $reason->reasonnum );
3499 $cust_credit->set('reason', $reason)
3502 $cust_credit->$_( delete $options{$_} )
3503 foreach grep exists($options{$_}),
3504 qw( addlinfo eventnum ),
3505 map "commission_$_", qw( agentnum salesnum pkgnum );
3507 $cust_credit->insert(%options);
3511 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3513 Creates a one-time charge for this customer. If there is an error, returns
3514 the error, otherwise returns false.
3516 New-style, with a hashref of options:
3518 my $error = $cust_main->charge(
3522 'start_date' => str2time('7/4/2009'),
3523 'pkg' => 'Description',
3524 'comment' => 'Comment',
3525 'additional' => [], #extra invoice detail
3526 'classnum' => 1, #pkg_class
3528 'setuptax' => '', # or 'Y' for tax exempt
3530 'locationnum'=> 1234, # optional
3533 'taxclass' => 'Tax class',
3536 'taxproduct' => 2, #part_pkg_taxproduct
3537 'override' => {}, #XXX describe
3539 #will be filled in with the new object
3540 'cust_pkg_ref' => \$cust_pkg,
3542 #generate an invoice immediately
3544 'invoice_terms' => '', #with these terms
3550 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3554 #super false laziness w/quotation::charge
3557 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3558 my ( $pkg, $comment, $additional );
3559 my ( $setuptax, $taxclass ); #internal taxes
3560 my ( $taxproduct, $override ); #vendor (CCH) taxes
3562 my $separate_bill = '';
3563 my $cust_pkg_ref = '';
3564 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3566 if ( ref( $_[0] ) ) {
3567 $amount = $_[0]->{amount};
3568 $setup_cost = $_[0]->{setup_cost};
3569 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3570 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3571 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3572 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3573 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3574 : '$'. sprintf("%.2f",$amount);
3575 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3576 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3577 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3578 $additional = $_[0]->{additional} || [];
3579 $taxproduct = $_[0]->{taxproductnum};
3580 $override = { '' => $_[0]->{tax_override} };
3581 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3582 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3583 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3584 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3585 $separate_bill = $_[0]->{separate_bill} || '';
3591 $pkg = @_ ? shift : 'One-time charge';
3592 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3594 $taxclass = @_ ? shift : '';
3598 local $SIG{HUP} = 'IGNORE';
3599 local $SIG{INT} = 'IGNORE';
3600 local $SIG{QUIT} = 'IGNORE';
3601 local $SIG{TERM} = 'IGNORE';
3602 local $SIG{TSTP} = 'IGNORE';
3603 local $SIG{PIPE} = 'IGNORE';
3605 my $oldAutoCommit = $FS::UID::AutoCommit;
3606 local $FS::UID::AutoCommit = 0;
3609 my $part_pkg = new FS::part_pkg ( {
3611 'comment' => $comment,
3615 'classnum' => ( $classnum ? $classnum : '' ),
3616 'setuptax' => $setuptax,
3617 'taxclass' => $taxclass,
3618 'taxproductnum' => $taxproduct,
3619 'setup_cost' => $setup_cost,
3622 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3623 ( 0 .. @$additional - 1 )
3625 'additional_count' => scalar(@$additional),
3626 'setup_fee' => $amount,
3629 my $error = $part_pkg->insert( options => \%options,
3630 tax_overrides => $override,
3633 $dbh->rollback if $oldAutoCommit;
3637 my $pkgpart = $part_pkg->pkgpart;
3638 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3639 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3640 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3641 $error = $type_pkgs->insert;
3643 $dbh->rollback if $oldAutoCommit;
3648 my $cust_pkg = new FS::cust_pkg ( {
3649 'custnum' => $self->custnum,
3650 'pkgpart' => $pkgpart,
3651 'quantity' => $quantity,
3652 'start_date' => $start_date,
3653 'no_auto' => $no_auto,
3654 'separate_bill' => $separate_bill,
3655 'locationnum'=> $locationnum,
3658 $error = $cust_pkg->insert;
3660 $dbh->rollback if $oldAutoCommit;
3662 } elsif ( $cust_pkg_ref ) {
3663 ${$cust_pkg_ref} = $cust_pkg;
3667 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3668 'pkg_list' => [ $cust_pkg ],
3671 $dbh->rollback if $oldAutoCommit;
3676 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3681 #=item charge_postal_fee
3683 #Applies a one time charge this customer. If there is an error,
3684 #returns the error, returns the cust_pkg charge object or false
3685 #if there was no charge.
3689 # This should be a customer event. For that to work requires that bill
3690 # also be a customer event.
3692 sub charge_postal_fee {
3695 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3696 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3698 my $cust_pkg = new FS::cust_pkg ( {
3699 'custnum' => $self->custnum,
3700 'pkgpart' => $pkgpart,
3704 my $error = $cust_pkg->insert;
3705 $error ? $error : $cust_pkg;
3708 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3710 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3712 Optionally, a list or hashref of additional arguments to the qsearch call can
3719 my $opt = ref($_[0]) ? shift : { @_ };
3721 #return $self->num_cust_bill unless wantarray || keys %$opt;
3723 $opt->{'table'} = 'cust_bill';
3724 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3725 $opt->{'hashref'}{'custnum'} = $self->custnum;
3726 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3728 map { $_ } #behavior of sort undefined in scalar context
3729 sort { $a->_date <=> $b->_date }
3733 =item open_cust_bill
3735 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3740 sub open_cust_bill {
3744 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3750 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3752 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3756 sub legacy_cust_bill {
3759 #return $self->num_legacy_cust_bill unless wantarray;
3761 map { $_ } #behavior of sort undefined in scalar context
3762 sort { $a->_date <=> $b->_date }
3763 qsearch({ 'table' => 'legacy_cust_bill',
3764 'hashref' => { 'custnum' => $self->custnum, },
3765 'order_by' => 'ORDER BY _date ASC',
3769 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3771 Returns all the statements (see L<FS::cust_statement>) for this customer.
3773 Optionally, a list or hashref of additional arguments to the qsearch call can
3778 =item cust_bill_void
3780 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3784 sub cust_bill_void {
3787 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3788 sort { $a->_date <=> $b->_date }
3789 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3792 sub cust_statement {
3794 my $opt = ref($_[0]) ? shift : { @_ };
3796 #return $self->num_cust_statement unless wantarray || keys %$opt;
3798 $opt->{'table'} = 'cust_statement';
3799 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3800 $opt->{'hashref'}{'custnum'} = $self->custnum;
3801 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3803 map { $_ } #behavior of sort undefined in scalar context
3804 sort { $a->_date <=> $b->_date }
3808 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
3810 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
3812 Optionally, a list or hashref of additional arguments to the qsearch call can
3813 be passed following the SVCDB.
3820 if ( ! $svcdb =~ /^svc_\w+$/ ) {
3821 warn "$me svc_x requires a svcdb";
3824 my $opt = ref($_[0]) ? shift : { @_ };
3826 $opt->{'table'} = $svcdb;
3827 $opt->{'addl_from'} =
3828 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
3829 ($opt->{'addl_from'} || '');
3831 my $custnum = $self->custnum;
3832 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
3833 my $where = "cust_pkg.custnum = $custnum";
3835 my $extra_sql = $opt->{'extra_sql'} || '';
3836 if ( keys %{ $opt->{'hashref'} } ) {
3837 $extra_sql = " AND $where $extra_sql";
3840 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
3841 $extra_sql = "WHERE $where AND $1";
3844 $extra_sql = "WHERE $where $extra_sql";
3847 $opt->{'extra_sql'} = $extra_sql;
3852 # required for use as an eventtable;
3855 $self->svc_x('svc_acct', @_);
3860 Returns all the credits (see L<FS::cust_credit>) for this customer.
3866 map { $_ } #return $self->num_cust_credit unless wantarray;
3867 sort { $a->_date <=> $b->_date }
3868 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
3871 =item cust_credit_pkgnum
3873 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
3874 package when using experimental package balances.
3878 sub cust_credit_pkgnum {
3879 my( $self, $pkgnum ) = @_;
3880 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
3881 sort { $a->_date <=> $b->_date }
3882 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
3883 'pkgnum' => $pkgnum,
3888 =item cust_credit_void
3890 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
3894 sub cust_credit_void {
3897 sort { $a->_date <=> $b->_date }
3898 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
3903 Returns all the payments (see L<FS::cust_pay>) for this customer.
3909 my $opt = ref($_[0]) ? shift : { @_ };
3911 return $self->num_cust_pay unless wantarray || keys %$opt;
3913 $opt->{'table'} = 'cust_pay';
3914 $opt->{'hashref'}{'custnum'} = $self->custnum;
3916 map { $_ } #behavior of sort undefined in scalar context
3917 sort { $a->_date <=> $b->_date }
3924 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
3925 called automatically when the cust_pay method is used in a scalar context.
3931 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
3932 my $sth = dbh->prepare($sql) or die dbh->errstr;
3933 $sth->execute($self->custnum) or die $sth->errstr;
3934 $sth->fetchrow_arrayref->[0];
3937 =item unapplied_cust_pay
3939 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
3943 sub unapplied_cust_pay {
3947 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
3953 =item cust_pay_pkgnum
3955 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
3956 package when using experimental package balances.
3960 sub cust_pay_pkgnum {
3961 my( $self, $pkgnum ) = @_;
3962 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
3963 sort { $a->_date <=> $b->_date }
3964 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
3965 'pkgnum' => $pkgnum,
3972 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
3978 map { $_ } #return $self->num_cust_pay_void unless wantarray;
3979 sort { $a->_date <=> $b->_date }
3980 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
3983 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3985 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
3987 Optionally, a list or hashref of additional arguments to the qsearch call can
3992 sub cust_pay_batch {
3994 my $opt = ref($_[0]) ? shift : { @_ };
3996 #return $self->num_cust_statement unless wantarray || keys %$opt;
3998 $opt->{'table'} = 'cust_pay_batch';
3999 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
4000 $opt->{'hashref'}{'custnum'} = $self->custnum;
4001 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
4003 map { $_ } #behavior of sort undefined in scalar context
4004 sort { $a->paybatchnum <=> $b->paybatchnum }
4008 =item cust_pay_pending
4010 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
4011 (without status "done").
4015 sub cust_pay_pending {
4017 return $self->num_cust_pay_pending unless wantarray;
4018 sort { $a->_date <=> $b->_date }
4019 qsearch( 'cust_pay_pending', {
4020 'custnum' => $self->custnum,
4021 'status' => { op=>'!=', value=>'done' },
4026 =item cust_pay_pending_attempt
4028 Returns all payment attempts / declined payments for this customer, as pending
4029 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
4030 a corresponding payment (see L<FS::cust_pay>).
4034 sub cust_pay_pending_attempt {
4036 return $self->num_cust_pay_pending_attempt unless wantarray;
4037 sort { $a->_date <=> $b->_date }
4038 qsearch( 'cust_pay_pending', {
4039 'custnum' => $self->custnum,
4046 =item num_cust_pay_pending
4048 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
4049 customer (without status "done"). Also called automatically when the
4050 cust_pay_pending method is used in a scalar context.
4054 sub num_cust_pay_pending {
4057 " SELECT COUNT(*) FROM cust_pay_pending ".
4058 " WHERE custnum = ? AND status != 'done' ",
4063 =item num_cust_pay_pending_attempt
4065 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
4066 customer, with status "done" but without a corresp. Also called automatically when the
4067 cust_pay_pending method is used in a scalar context.
4071 sub num_cust_pay_pending_attempt {
4074 " SELECT COUNT(*) FROM cust_pay_pending ".
4075 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
4082 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4088 map { $_ } #return $self->num_cust_refund unless wantarray;
4089 sort { $a->_date <=> $b->_date }
4090 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4093 =item display_custnum
4095 Returns the displayed customer number for this customer: agent_custid if
4096 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
4100 sub display_custnum {
4103 return $self->agent_custid
4104 if $default_agent_custid && $self->agent_custid;
4106 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
4110 sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
4111 } elsif ( $custnum_display_length ) {
4112 return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
4114 return $self->custnum;
4120 Returns a name string for this customer, either "Company (Last, First)" or
4127 my $name = $self->contact;
4128 $name = $self->company. " ($name)" if $self->company;
4132 =item service_contact
4134 Returns the L<FS::contact> object for this customer that has the 'Service'
4135 contact class, or undef if there is no such contact. Deprecated; don't use
4140 sub service_contact {
4142 if ( !exists($self->{service_contact}) ) {
4143 my $classnum = $self->scalar_sql(
4144 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
4145 ) || 0; #if it's zero, qsearchs will return nothing
4146 $self->{service_contact} = qsearchs('contact', {
4147 'classnum' => $classnum, 'custnum' => $self->custnum
4150 $self->{service_contact};
4155 Returns a name string for this (service/shipping) contact, either
4156 "Company (Last, First)" or "Last, First".
4163 my $name = $self->ship_contact;
4164 $name = $self->company. " ($name)" if $self->company;
4170 Returns a name string for this customer, either "Company" or "First Last".
4176 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4179 =item ship_name_short
4181 Returns a name string for this (service/shipping) contact, either "Company"
4186 sub ship_name_short {
4188 $self->service_contact
4189 ? $self->ship_contact_firstlast
4195 Returns this customer's full (billing) contact name only, "Last, First"
4201 $self->get('last'). ', '. $self->first;
4206 Returns this customer's full (shipping) contact name only, "Last, First"
4212 my $contact = $self->service_contact || $self;
4213 $contact->get('last') . ', ' . $contact->get('first');
4216 =item contact_firstlast
4218 Returns this customers full (billing) contact name only, "First Last".
4222 sub contact_firstlast {
4224 $self->first. ' '. $self->get('last');
4227 =item ship_contact_firstlast
4229 Returns this customer's full (shipping) contact name only, "First Last".
4233 sub ship_contact_firstlast {
4235 my $contact = $self->service_contact || $self;
4236 $contact->get('first') . ' '. $contact->get('last');
4239 sub bill_country_full {
4241 $self->bill_location->country_full;
4244 sub ship_country_full {
4246 $self->ship_location->country_full;
4249 =item county_state_county [ PREFIX ]
4251 Returns a string consisting of just the county, state and country.
4255 sub county_state_country {
4258 if ( @_ && $_[0] && $self->has_ship_address ) {
4259 $locationnum = $self->ship_locationnum;
4261 $locationnum = $self->bill_locationnum;
4263 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4264 $cust_location->county_state_country;
4267 =item geocode DATA_VENDOR
4269 Returns a value for the customer location as encoded by DATA_VENDOR.
4270 Currently this only makes sense for "CCH" as DATA_VENDOR.
4278 Returns a status string for this customer, currently:
4282 =item prospect - No packages have ever been ordered
4284 =item ordered - Recurring packages all are new (not yet billed).
4286 =item active - One or more recurring packages is active
4288 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4290 =item suspended - All non-cancelled recurring packages are suspended
4292 =item cancelled - All recurring packages are cancelled
4296 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4297 cust_main-status_module configuration option.
4301 sub status { shift->cust_status(@_); }
4305 return $self->hashref->{cust_status} if $self->hashref->{cust_status};
4306 for my $status ( FS::cust_main->statuses() ) {
4307 my $method = $status.'_sql';
4308 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4309 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4310 $sth->execute( ($self->custnum) x $numnum )
4311 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4312 if ( $sth->fetchrow_arrayref->[0] ) {
4313 $self->hashref->{cust_status} = $status;
4319 =item is_status_delay_cancel
4321 Returns true if customer status is 'suspended'
4322 and all suspended cust_pkg return true for
4323 cust_pkg->is_status_delay_cancel.
4325 This is not a real status, this only meant for hacking display
4326 values, because otherwise treating the customer as suspended is
4327 really the whole point of the delay_cancel option.
4331 sub is_status_delay_cancel {
4333 return 0 unless $self->status eq 'suspended';
4334 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4335 return 0 unless $cust_pkg->is_status_delay_cancel;
4340 =item ucfirst_cust_status
4342 =item ucfirst_status
4344 Returns the status with the first character capitalized.
4348 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4350 sub ucfirst_cust_status {
4352 ucfirst($self->cust_status);
4357 Returns a hex triplet color string for this customer's status.
4361 sub statuscolor { shift->cust_statuscolor(@_); }
4363 sub cust_statuscolor {
4365 __PACKAGE__->statuscolors->{$self->cust_status};
4368 =item tickets [ STATUS ]
4370 Returns an array of hashes representing the customer's RT tickets.
4372 An optional status (or arrayref or hashref of statuses) may be specified.
4378 my $status = ( @_ && $_[0] ) ? shift : '';
4380 my $num = $conf->config('cust_main-max_tickets') || 10;
4383 if ( $conf->config('ticket_system') ) {
4384 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4386 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4395 foreach my $priority (
4396 $conf->config('ticket_system-custom_priority_field-values'), ''
4398 last if scalar(@tickets) >= $num;
4400 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4401 $num - scalar(@tickets),
4412 =item appointments [ STATUS ]
4414 Returns an array of hashes representing the customer's RT tickets which
4421 my $status = ( @_ && $_[0] ) ? shift : '';
4423 return () unless $conf->config('ticket_system');
4425 my $queueid = $conf->config('ticket_system-appointment-queueid');
4427 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4436 # Return services representing svc_accts in customer support packages
4437 sub support_services {
4439 my %packages = map { $_ => 1 } $conf->config('support_packages');
4441 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4442 grep { $_->part_svc->svcdb eq 'svc_acct' }
4443 map { $_->cust_svc }
4444 grep { exists $packages{ $_->pkgpart } }
4445 $self->ncancelled_pkgs;
4449 # Return a list of latitude/longitude for one of the services (if any)
4450 sub service_coordinates {
4454 grep { $_->latitude && $_->longitude }
4456 map { $_->cust_svc }
4457 $self->ncancelled_pkgs;
4459 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4464 Returns a masked version of the named field
4469 my ($self,$field) = @_;
4473 'x'x(length($self->getfield($field))-4).
4474 substr($self->getfield($field), (length($self->getfield($field))-4));
4478 =item payment_history
4480 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4481 cust_credit and cust_refund objects. Each hashref has the following fields:
4483 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4485 I<date> - value of _date field, unix timestamp
4487 I<date_pretty> - user-friendly date
4489 I<description> - user-friendly description of item
4491 I<amount> - impact of item on user's balance
4492 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4493 Not to be confused with the native 'amount' field in cust_credit, see below.
4495 I<amount_pretty> - includes money char
4497 I<balance> - customer balance, chronologically as of this item
4499 I<balance_pretty> - includes money char
4501 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4503 I<paid> - amount paid for cust_pay records, undef for other types
4505 I<credit> - amount credited for cust_credit records, undef for other types.
4506 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4508 I<refund> - amount refunded for cust_refund records, undef for other types
4510 The four table-specific keys always have positive values, whether they reflect charges or payments.
4512 The following options may be passed to this method:
4514 I<line_items> - if true, returns charges ('Line item') rather than invoices
4516 I<start_date> - unix timestamp, only include records on or after.
4517 If specified, an item of type 'Previous' will also be included.
4518 It does not have table-specific fields.
4520 I<end_date> - unix timestamp, only include records before
4522 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4524 I<conf> - optional already-loaded FS::Conf object.
4528 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4529 # and also for sending customer statements, which should both be kept customer-friendly.
4530 # If you add anything that shouldn't be passed on through the API or exposed
4531 # to customers, add a new option to include it, don't include it by default
4532 sub payment_history {
4534 my $opt = ref($_[0]) ? $_[0] : { @_ };
4536 my $conf = $$opt{'conf'} || new FS::Conf;
4537 my $money_char = $conf->config("money_char") || '$',
4539 #first load entire history,
4540 #need previous to calculate previous balance
4541 #loading after end_date shouldn't hurt too much?
4543 if ( $$opt{'line_items'} ) {
4545 foreach my $cust_bill ( $self->cust_bill ) {
4548 'type' => 'Line item',
4549 'description' => $_->desc( $self->locale ).
4550 ( $_->sdate && $_->edate
4551 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4552 ' To '. time2str('%d-%b-%Y', $_->edate)
4555 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4556 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4557 'date' => $cust_bill->_date,
4558 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4560 foreach $cust_bill->cust_bill_pkg;
4567 'type' => 'Invoice',
4568 'description' => 'Invoice #'. $_->display_invnum,
4569 'amount' => sprintf('%.2f', $_->charged ),
4570 'charged' => sprintf('%.2f', $_->charged ),
4571 'date' => $_->_date,
4572 'date_pretty' => $self->time2str_local('short', $_->_date ),
4574 foreach $self->cust_bill;
4579 'type' => 'Payment',
4580 'description' => 'Payment', #XXX type
4581 'amount' => sprintf('%.2f', 0 - $_->paid ),
4582 'paid' => sprintf('%.2f', $_->paid ),
4583 'date' => $_->_date,
4584 'date_pretty' => $self->time2str_local('short', $_->_date ),
4586 foreach $self->cust_pay;
4590 'description' => 'Credit', #more info?
4591 'amount' => sprintf('%.2f', 0 -$_->amount ),
4592 'credit' => sprintf('%.2f', $_->amount ),
4593 'date' => $_->_date,
4594 'date_pretty' => $self->time2str_local('short', $_->_date ),
4596 foreach $self->cust_credit;
4600 'description' => 'Refund', #more info? type, like payment?
4601 'amount' => $_->refund,
4602 'refund' => $_->refund,
4603 'date' => $_->_date,
4604 'date_pretty' => $self->time2str_local('short', $_->_date ),
4606 foreach $self->cust_refund;
4608 #put it all in chronological order
4609 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4611 #calculate balance, filter items outside date range
4615 foreach my $item (@history) {
4616 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4617 $balance += $$item{'amount'};
4618 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4619 $previous += $$item{'amount'};
4622 $$item{'balance'} = sprintf("%.2f",$balance);
4623 foreach my $key ( qw(amount balance) ) {
4624 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4629 # start with previous balance, if there was one
4632 'type' => 'Previous',
4633 'description' => 'Previous balance',
4634 'amount' => sprintf("%.2f",$previous),
4635 'balance' => sprintf("%.2f",$previous),
4636 'date' => $$opt{'start_date'},
4637 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4639 #false laziness with above
4640 foreach my $key ( qw(amount balance) ) {
4641 $$item{$key.'_pretty'} = $$item{$key};
4642 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4644 unshift(@out,$item);
4647 @out = reverse @history if $$opt{'reverse_sort'};
4654 =head1 CLASS METHODS
4660 Class method that returns the list of possible status strings for customers
4661 (see L<the status method|/status>). For example:
4663 @statuses = FS::cust_main->statuses();
4669 keys %{ $self->statuscolors };
4672 =item cust_status_sql
4674 Returns an SQL fragment to determine the status of a cust_main record, as a
4679 sub cust_status_sql {
4681 for my $status ( FS::cust_main->statuses() ) {
4682 my $method = $status.'_sql';
4683 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4692 Returns an SQL expression identifying prospective cust_main records (customers
4693 with no packages ever ordered)
4697 use vars qw($select_count_pkgs);
4698 $select_count_pkgs =
4699 "SELECT COUNT(*) FROM cust_pkg
4700 WHERE cust_pkg.custnum = cust_main.custnum";
4702 sub select_count_pkgs_sql {
4707 " 0 = ( $select_count_pkgs ) ";
4712 Returns an SQL expression identifying ordered cust_main records (customers with
4713 no active packages, but recurring packages not yet setup or one time charges
4719 FS::cust_main->none_active_sql.
4720 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4725 Returns an SQL expression identifying active cust_main records (customers with
4726 active recurring packages).
4731 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4734 =item none_active_sql
4736 Returns an SQL expression identifying cust_main records with no active
4737 recurring packages. This includes customers of status prospect, ordered,
4738 inactive, and suspended.
4742 sub none_active_sql {
4743 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4748 Returns an SQL expression identifying inactive cust_main records (customers with
4749 no active recurring packages, but otherwise unsuspended/uncancelled).
4754 FS::cust_main->none_active_sql.
4755 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4761 Returns an SQL expression identifying suspended cust_main records.
4766 sub suspended_sql { susp_sql(@_); }
4768 FS::cust_main->none_active_sql.
4769 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4775 Returns an SQL expression identifying cancelled cust_main records.
4779 sub cancel_sql { shift->cancelled_sql(@_); }
4782 =item uncancelled_sql
4784 Returns an SQL expression identifying un-cancelled cust_main records.
4788 sub uncancelled_sql { uncancel_sql(@_); }
4789 sub uncancel_sql { "
4790 ( 0 < ( $select_count_pkgs
4791 AND ( cust_pkg.cancel IS NULL
4792 OR cust_pkg.cancel = 0
4795 OR 0 = ( $select_count_pkgs )
4801 Returns an SQL fragment to retreive the balance.
4806 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4807 WHERE cust_bill.custnum = cust_main.custnum )
4808 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
4809 WHERE cust_pay.custnum = cust_main.custnum )
4810 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
4811 WHERE cust_credit.custnum = cust_main.custnum )
4812 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
4813 WHERE cust_refund.custnum = cust_main.custnum )
4816 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
4818 Returns an SQL fragment to retreive the balance for this customer, optionally
4819 considering invoices with date earlier than START_TIME, and not
4820 later than END_TIME (total_owed_date minus total_unapplied_credits minus
4821 total_unapplied_payments).
4823 Times are specified as SQL fragments or numeric
4824 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4825 L<Date::Parse> for conversion functions. The empty string can be passed
4826 to disable that time constraint completely.
4828 Available options are:
4832 =item unapplied_date
4834 set to true to disregard unapplied credits, payments and refunds outside the specified time period - by default the time period restriction only applies to invoices (useful for reporting, probably a bad idea for event triggering)
4839 set to true to remove all customer comparison clauses, for totals
4844 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
4849 JOIN clause (typically used with the total option)
4853 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
4854 time will be ignored. Note that START_TIME and END_TIME only limit the date
4855 range for invoices and I<unapplied> payments, credits, and refunds.
4861 sub balance_date_sql {
4862 my( $class, $start, $end, %opt ) = @_;
4864 my $cutoff = $opt{'cutoff'};
4866 my $owed = FS::cust_bill->owed_sql($cutoff);
4867 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
4868 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
4869 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4871 my $j = $opt{'join'} || '';
4873 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
4874 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
4875 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
4876 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
4878 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
4879 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
4880 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
4881 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
4886 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
4888 Returns an SQL fragment to retreive the total unapplied payments for this
4889 customer, only considering payments with date earlier than START_TIME, and
4890 optionally not later than END_TIME.
4892 Times are specified as SQL fragments or numeric
4893 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
4894 L<Date::Parse> for conversion functions. The empty string can be passed
4895 to disable that time constraint completely.
4897 Available options are:
4901 sub unapplied_payments_date_sql {
4902 my( $class, $start, $end, %opt ) = @_;
4904 my $cutoff = $opt{'cutoff'};
4906 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
4908 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
4909 'unapplied_date'=>1 );
4911 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
4914 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
4916 Helper method for balance_date_sql; name (and usage) subject to change
4917 (suggestions welcome).
4919 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
4920 cust_refund, cust_credit or cust_pay).
4922 If TABLE is "cust_bill" or the unapplied_date option is true, only
4923 considers records with date earlier than START_TIME, and optionally not
4924 later than END_TIME .
4928 sub _money_table_where {
4929 my( $class, $table, $start, $end, %opt ) = @_;
4932 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
4933 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
4934 push @where, "$table._date <= $start" if defined($start) && length($start);
4935 push @where, "$table._date > $end" if defined($end) && length($end);
4937 push @where, @{$opt{'where'}} if $opt{'where'};
4938 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
4944 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
4945 use FS::cust_main::Search;
4948 FS::cust_main::Search->search(@_);
4963 #warn join('-',keys %$param);
4964 my $fh = $param->{filehandle};
4965 my $agentnum = $param->{agentnum};
4966 my $format = $param->{format};
4968 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
4971 if ( $format eq 'simple' ) {
4972 @fields = qw( custnum agent_custid amount pkg );
4974 die "unknown format $format";
4977 eval "use Text::CSV_XS;";
4980 my $csv = new Text::CSV_XS;
4987 local $SIG{HUP} = 'IGNORE';
4988 local $SIG{INT} = 'IGNORE';
4989 local $SIG{QUIT} = 'IGNORE';
4990 local $SIG{TERM} = 'IGNORE';
4991 local $SIG{TSTP} = 'IGNORE';
4992 local $SIG{PIPE} = 'IGNORE';
4994 my $oldAutoCommit = $FS::UID::AutoCommit;
4995 local $FS::UID::AutoCommit = 0;
4998 #while ( $columns = $csv->getline($fh) ) {
5000 while ( defined($line=<$fh>) ) {
5002 $csv->parse($line) or do {
5003 $dbh->rollback if $oldAutoCommit;
5004 return "can't parse: ". $csv->error_input();
5007 my @columns = $csv->fields();
5008 #warn join('-',@columns);
5011 foreach my $field ( @fields ) {
5012 $row{$field} = shift @columns;
5015 if ( $row{custnum} && $row{agent_custid} ) {
5016 dbh->rollback if $oldAutoCommit;
5017 return "can't specify custnum with agent_custid $row{agent_custid}";
5021 if ( $row{agent_custid} && $agentnum ) {
5022 %hash = ( 'agent_custid' => $row{agent_custid},
5023 'agentnum' => $agentnum,
5027 if ( $row{custnum} ) {
5028 %hash = ( 'custnum' => $row{custnum} );
5031 unless ( scalar(keys %hash) ) {
5032 $dbh->rollback if $oldAutoCommit;
5033 return "can't find customer without custnum or agent_custid and agentnum";
5036 my $cust_main = qsearchs('cust_main', { %hash } );
5037 unless ( $cust_main ) {
5038 $dbh->rollback if $oldAutoCommit;
5039 my $custnum = $row{custnum} || $row{agent_custid};
5040 return "unknown custnum $custnum";
5043 if ( $row{'amount'} > 0 ) {
5044 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
5046 $dbh->rollback if $oldAutoCommit;
5050 } elsif ( $row{'amount'} < 0 ) {
5051 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
5054 $dbh->rollback if $oldAutoCommit;
5064 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5066 return "Empty file!" unless $imported;
5072 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5074 Deprecated. Use event notification and message templates
5075 (L<FS::msg_template>) instead.
5077 Sends a templated email notification to the customer (see L<Text::Template>).
5079 OPTIONS is a hash and may include
5081 I<from> - the email sender (default is invoice_from)
5083 I<to> - comma-separated scalar or arrayref of recipients
5084 (default is invoicing_list)
5086 I<subject> - The subject line of the sent email notification
5087 (default is "Notice from company_name")
5089 I<extra_fields> - a hashref of name/value pairs which will be substituted
5092 The following variables are vavailable in the template.
5094 I<$first> - the customer first name
5095 I<$last> - the customer last name
5096 I<$company> - the customer company
5097 I<$payby> - a description of the method of payment for the customer
5098 # would be nice to use FS::payby::shortname
5099 I<$payinfo> - the account information used to collect for this customer
5100 I<$expdate> - the expiration of the customer payment in seconds from epoch
5105 my ($self, $template, %options) = @_;
5107 return unless $conf->exists($template);
5109 my $from = $conf->invoice_from_full($self->agentnum)
5110 if $conf->exists('invoice_from', $self->agentnum);
5111 $from = $options{from} if exists($options{from});
5113 my $to = join(',', $self->invoicing_list_emailonly);
5114 $to = $options{to} if exists($options{to});
5116 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
5117 if $conf->exists('company_name', $self->agentnum);
5118 $subject = $options{subject} if exists($options{subject});
5120 my $notify_template = new Text::Template (TYPE => 'ARRAY',
5121 SOURCE => [ map "$_\n",
5122 $conf->config($template)]
5124 or die "can't create new Text::Template object: Text::Template::ERROR";
5125 $notify_template->compile()
5126 or die "can't compile template: Text::Template::ERROR";
5128 $FS::notify_template::_template::company_name =
5129 $conf->config('company_name', $self->agentnum);
5130 $FS::notify_template::_template::company_address =
5131 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
5133 my $paydate = $self->paydate || '2037-12-31';
5134 $FS::notify_template::_template::first = $self->first;
5135 $FS::notify_template::_template::last = $self->last;
5136 $FS::notify_template::_template::company = $self->company;
5137 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
5138 my $payby = $self->payby;
5139 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5140 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5142 #credit cards expire at the end of the month/year of their exp date
5143 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5144 $FS::notify_template::_template::payby = 'credit card';
5145 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5146 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5148 }elsif ($payby eq 'COMP') {
5149 $FS::notify_template::_template::payby = 'complimentary account';
5151 $FS::notify_template::_template::payby = 'current method';
5153 $FS::notify_template::_template::expdate = $expire_time;
5155 for (keys %{$options{extra_fields}}){
5157 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5160 send_email(from => $from,
5162 subject => $subject,
5163 body => $notify_template->fill_in( PACKAGE =>
5164 'FS::notify_template::_template' ),
5169 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5171 Generates a templated notification to the customer (see L<Text::Template>).
5173 OPTIONS is a hash and may include
5175 I<extra_fields> - a hashref of name/value pairs which will be substituted
5176 into the template. These values may override values mentioned below
5177 and those from the customer record.
5179 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
5181 The following variables are available in the template instead of or in addition
5182 to the fields of the customer record.
5184 I<$payby> - a description of the method of payment for the customer
5185 # would be nice to use FS::payby::shortname
5186 I<$payinfo> - the masked account information used to collect for this customer
5187 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5188 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5192 # a lot like cust_bill::print_latex
5193 sub generate_letter {
5194 my ($self, $template, %options) = @_;
5196 warn "Template $template does not exist" && return
5197 unless $conf->exists($template) || $options{'template_text'};
5199 my $template_source = $options{'template_text'}
5200 ? [ $options{'template_text'} ]
5201 : [ map "$_\n", $conf->config($template) ];
5203 my $letter_template = new Text::Template
5205 SOURCE => $template_source,
5206 DELIMITERS => [ '[@--', '--@]' ],
5208 or die "can't create new Text::Template object: Text::Template::ERROR";
5210 $letter_template->compile()
5211 or die "can't compile template: Text::Template::ERROR";
5213 my %letter_data = map { $_ => $self->$_ } $self->fields;
5214 $letter_data{payinfo} = $self->mask_payinfo;
5216 #my $paydate = $self->paydate || '2037-12-31';
5217 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
5219 my $payby = $self->payby;
5220 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5221 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5223 #credit cards expire at the end of the month/year of their exp date
5224 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5225 $letter_data{payby} = 'credit card';
5226 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5227 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5229 }elsif ($payby eq 'COMP') {
5230 $letter_data{payby} = 'complimentary account';
5232 $letter_data{payby} = 'current method';
5234 $letter_data{expdate} = $expire_time;
5236 for (keys %{$options{extra_fields}}){
5237 $letter_data{$_} = $options{extra_fields}->{$_};
5240 unless(exists($letter_data{returnaddress})){
5241 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5242 $self->agent_template)
5244 if ( length($retadd) ) {
5245 $letter_data{returnaddress} = $retadd;
5246 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5247 $letter_data{returnaddress} =
5248 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5252 ( $conf->config('company_name', $self->agentnum),
5253 $conf->config('company_address', $self->agentnum),
5257 $letter_data{returnaddress} = '~';
5261 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5263 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5265 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5267 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5271 ) or die "can't open temp file: $!\n";
5272 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5273 or die "can't write temp file: $!\n";
5275 $letter_data{'logo_file'} = $lh->filename;
5277 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5281 ) or die "can't open temp file: $!\n";
5283 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5285 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5286 return ($1, $letter_data{'logo_file'});
5290 =item print_ps TEMPLATE
5292 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5298 my($file, $lfile) = $self->generate_letter(@_);
5299 my $ps = FS::Misc::generate_ps($file);
5300 unlink($file.'.tex');
5306 =item print TEMPLATE
5308 Prints the filled in template.
5310 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5314 sub queueable_print {
5317 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5318 or die "invalid customer number: " . $opt{custnum};
5320 my $error = $self->print( { 'template' => $opt{template} } );
5321 die $error if $error;
5325 my ($self, $template) = (shift, shift);
5327 [ $self->print_ps($template) ],
5328 'agentnum' => $self->agentnum,
5332 #these three subs should just go away once agent stuff is all config overrides
5334 sub agent_template {
5336 $self->_agent_plandata('agent_templatename');
5339 sub agent_invoice_from {
5341 $self->_agent_plandata('agent_invoice_from');
5344 sub _agent_plandata {
5345 my( $self, $option ) = @_;
5347 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5348 #agent-specific Conf
5350 use FS::part_event::Condition;
5352 my $agentnum = $self->agentnum;
5354 my $regexp = regexp_sql();
5356 my $part_event_option =
5358 'select' => 'part_event_option.*',
5359 'table' => 'part_event_option',
5361 LEFT JOIN part_event USING ( eventpart )
5362 LEFT JOIN part_event_option AS peo_agentnum
5363 ON ( part_event.eventpart = peo_agentnum.eventpart
5364 AND peo_agentnum.optionname = 'agentnum'
5365 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5367 LEFT JOIN part_event_condition
5368 ON ( part_event.eventpart = part_event_condition.eventpart
5369 AND part_event_condition.conditionname = 'cust_bill_age'
5371 LEFT JOIN part_event_condition_option
5372 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5373 AND part_event_condition_option.optionname = 'age'
5376 #'hashref' => { 'optionname' => $option },
5377 #'hashref' => { 'part_event_option.optionname' => $option },
5379 " WHERE part_event_option.optionname = ". dbh->quote($option).
5380 " AND action = 'cust_bill_send_agent' ".
5381 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5382 " AND peo_agentnum.optionname = 'agentnum' ".
5383 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5385 CASE WHEN part_event_condition_option.optionname IS NULL
5387 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5389 , part_event.weight".
5393 unless ( $part_event_option ) {
5394 return $self->agent->invoice_template || ''
5395 if $option eq 'agent_templatename';
5399 $part_event_option->optionvalue;
5403 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5405 Subroutine (not a method), designed to be called from the queue.
5407 Takes a list of options and values.
5409 Pulls up the customer record via the custnum option and calls bill_and_collect.
5414 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5416 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5417 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5419 #without this errors don't get rolled back
5420 $args{'fatal'} = 1; # runs from job queue, will be caught
5422 $cust_main->bill_and_collect( %args );
5425 sub process_bill_and_collect {
5427 my $param = thaw(decode_base64(shift));
5428 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5429 or die "custnum '$param->{custnum}' not found!\n";
5430 $param->{'job'} = $job;
5431 $param->{'fatal'} = 1; # runs from job queue, will be caught
5432 $param->{'retry'} = 1;
5434 $cust_main->bill_and_collect( %$param );
5437 #starting to take quite a while for big dbs
5438 # (JRNL: journaled so it only happens once per database)
5439 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5440 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5441 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5442 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5443 # JRNL leading/trailing spaces in first, last, company
5444 # - otaker upgrade? journal and call it good? (double check to make sure
5445 # we're not still setting otaker here)
5447 #only going to get worse with new location stuff...
5449 sub _upgrade_data { #class method
5450 my ($class, %opts) = @_;
5453 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5456 #this seems to be the only expensive one.. why does it take so long?
5457 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5459 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5460 FS::upgrade_journal->set_done('cust_main__signupdate');
5463 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5465 # fix yyyy-m-dd formatted paydates
5466 if ( driver_name =~ /^mysql/i ) {
5468 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5469 } else { # the SQL standard
5471 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5473 FS::upgrade_journal->set_done('cust_main__paydate');
5476 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5478 push @statements, #fix the weird BILL with a cc# in payinfo problem
5480 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5482 FS::upgrade_journal->set_done('cust_main__payinfo');
5487 foreach my $sql ( @statements ) {
5488 my $sth = dbh->prepare($sql) or die dbh->errstr;
5489 $sth->execute or die $sth->errstr;
5490 #warn ( (time - $t). " seconds\n" );
5494 local($ignore_expired_card) = 1;
5495 local($ignore_banned_card) = 1;
5496 local($skip_fuzzyfiles) = 1;
5497 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5499 FS::cust_main::Location->_upgrade_data(%opts);
5501 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5503 foreach my $cust_main ( qsearch({
5504 'table' => 'cust_main',
5506 'extra_sql' => 'WHERE '.
5508 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5509 qw( first last company )
5512 my $error = $cust_main->replace;
5513 die $error if $error;
5516 FS::upgrade_journal->set_done('cust_main__trimspaces');
5520 $class->_upgrade_otaker(%opts);
5530 The delete method should possibly take an FS::cust_main object reference
5531 instead of a scalar customer number.
5533 Bill and collect options should probably be passed as references instead of a
5536 There should probably be a configuration file with a list of allowed credit
5539 No multiple currency support (probably a larger project than just this module).
5541 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5543 Birthdates rely on negative epoch values.
5545 The payby for card/check batches is broken. With mixed batching, bad
5548 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5552 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5553 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5554 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.