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;
80 # 1 is mostly method/subroutine entry and options
81 # 2 traces progress of some operations
82 # 3 is even more information including possibly sensitive data
84 $me = '[FS::cust_main]';
87 $ignore_expired_card = 0;
88 $ignore_banned_card = 0;
92 @encrypted_fields = ('payinfo', 'paycvv');
93 sub nohistory_fields { ('payinfo', 'paycvv'); }
95 @paytypes = ('', 'Personal checking', 'Personal savings', 'Business checking', 'Business savings');
97 #ask FS::UID to run this stuff for us later
98 #$FS::UID::callback{'FS::cust_main'} = sub {
99 install_callback FS::UID sub {
100 $conf = new FS::Conf;
101 $default_agent_custid = $conf->exists('cust_main-default_agent_custid');
102 $custnum_display_length = $conf->config('cust_main-custnum-display_length');
107 my ( $hashref, $cache ) = @_;
108 if ( exists $hashref->{'pkgnum'} ) {
109 #@{ $self->{'_pkgnum'} } = ();
110 my $subcache = $cache->subcache( 'pkgnum', 'cust_pkg', $hashref->{custnum});
111 $self->{'_pkgnum'} = $subcache;
112 #push @{ $self->{'_pkgnum'} },
113 FS::cust_pkg->new_or_cached($hashref, $subcache) if $hashref->{pkgnum};
119 FS::cust_main - Object methods for cust_main records
125 $record = new FS::cust_main \%hash;
126 $record = new FS::cust_main { 'column' => 'value' };
128 $error = $record->insert;
130 $error = $new_record->replace($old_record);
132 $error = $record->delete;
134 $error = $record->check;
136 @cust_pkg = $record->all_pkgs;
138 @cust_pkg = $record->ncancelled_pkgs;
140 @cust_pkg = $record->suspended_pkgs;
142 $error = $record->bill;
143 $error = $record->bill %options;
144 $error = $record->bill 'time' => $time;
146 $error = $record->collect;
147 $error = $record->collect %options;
148 $error = $record->collect 'invoice_time' => $time,
153 An FS::cust_main object represents a customer. FS::cust_main inherits from
154 FS::Record. The following fields are currently supported:
160 Primary key (assigned automatically for new customers)
164 Agent (see L<FS::agent>)
168 Advertising source (see L<FS::part_referral>)
180 Cocial security number (optional)
204 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
208 Payment Information (See L<FS::payinfo_Mixin> for data format)
212 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
216 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
220 Expiration date, mm/yyyy, m/yyyy, mm/yy or m/yy
224 Start date month (maestro/solo cards only)
228 Start date year (maestro/solo cards only)
232 Issue number (maestro/solo cards only)
236 Name on card or billing name
240 IP address from which payment information was received
244 Tax exempt, empty or `Y'
248 Order taker (see L<FS::access_user>)
254 =item referral_custnum
256 Referring customer number
260 Enable individual CDR spooling, empty or `Y'
264 A suggestion to events (see L<FS::part_bill_event">) to delay until this unix timestamp
268 Discourage individual CDR printing, empty or `Y'
272 Allow self-service editing of ticket subjects, empty or 'Y'
274 =item calling_list_exempt
276 Do not call, empty or 'Y'
278 =item invoice_ship_address
280 Display ship_address ("Service address") on invoices for this customer, empty or 'Y'
290 Creates a new customer. To add the customer to the database, see L<"insert">.
292 Note that this stores the hash reference, not a distinct copy of the hash it
293 points to. You can ask the object for a copy with the I<hash> method.
297 sub table { 'cust_main'; }
299 =item insert [ CUST_PKG_HASHREF [ , INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
301 Adds this customer to the database. If there is an error, returns the error,
302 otherwise returns false.
304 Usually the customer's location will not yet exist in the database, and
305 the C<bill_location> and C<ship_location> pseudo-fields must be set to
306 uninserted L<FS::cust_location> objects. These will be inserted and linked
307 (in both directions) to the new customer record. If they're references
308 to the same object, they will become the same location.
310 CUST_PKG_HASHREF: If you pass a Tie::RefHash data structure to the insert
311 method containing FS::cust_pkg and FS::svc_I<tablename> objects, all records
312 are inserted atomicly, or the transaction is rolled back. Passing an empty
313 hash reference is equivalent to not supplying this parameter. There should be
314 a better explanation of this, but until then, here's an example:
317 tie %hash, 'Tie::RefHash'; #this part is important
319 $cust_pkg => [ $svc_acct ],
322 $cust_main->insert( \%hash );
324 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
325 be set as the invoicing list (see L<"invoicing_list">). Errors return as
326 expected and rollback the entire transaction; it is not necessary to call
327 check_invoicing_list first. The invoicing_list is set after the records in the
328 CUST_PKG_HASHREF above are inserted, so it is now possible to set an
329 invoicing_list destination to the newly-created svc_acct. Here's an example:
331 $cust_main->insert( {}, [ $email, 'POST' ] );
333 Currently available options are: I<depend_jobnum>, I<noexport>,
334 I<tax_exemption> and I<prospectnum>.
336 If I<depend_jobnum> is set, all provisioning jobs will have a dependancy
337 on the supplied jobnum (they will not run until the specific job completes).
338 This can be used to defer provisioning until some action completes (such
339 as running the customer's credit card successfully).
341 The I<noexport> option is deprecated. If I<noexport> is set true, no
342 provisioning jobs (exports) are scheduled. (You can schedule them later with
343 the B<reexport> method.)
345 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
346 of tax names and exemption numbers. FS::cust_main_exemption records will be
347 created and inserted.
349 If I<prospectnum> is set, moves contacts and locations from that prospect.
355 my $cust_pkgs = @_ ? shift : {};
356 my $invoicing_list = @_ ? shift : '';
358 warn "$me insert called with options ".
359 join(', ', map { "$_: $options{$_}" } keys %options ). "\n"
362 local $SIG{HUP} = 'IGNORE';
363 local $SIG{INT} = 'IGNORE';
364 local $SIG{QUIT} = 'IGNORE';
365 local $SIG{TERM} = 'IGNORE';
366 local $SIG{TSTP} = 'IGNORE';
367 local $SIG{PIPE} = 'IGNORE';
369 my $oldAutoCommit = $FS::UID::AutoCommit;
370 local $FS::UID::AutoCommit = 0;
373 my $prepay_identifier = '';
374 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes ) = (0, 0, 0, 0, 0);
376 if ( $self->payby eq 'PREPAY' ) {
378 $self->payby('BILL');
379 $prepay_identifier = $self->payinfo;
382 warn " looking up prepaid card $prepay_identifier\n"
385 my $error = $self->get_prepay( $prepay_identifier,
386 'amount_ref' => \$amount,
387 'seconds_ref' => \$seconds,
388 'upbytes_ref' => \$upbytes,
389 'downbytes_ref' => \$downbytes,
390 'totalbytes_ref' => \$totalbytes,
393 $dbh->rollback if $oldAutoCommit;
394 #return "error applying prepaid card (transaction rolled back): $error";
398 $payby = 'PREP' if $amount;
400 } elsif ( $self->payby =~ /^(CASH|WEST|MCRD|MCHK|PPAL)$/ ) {
403 $self->payby('BILL');
404 $amount = $self->paid;
409 foreach my $l (qw(bill_location ship_location)) {
411 my $loc = delete $self->hashref->{$l} or return "$l not set";
413 if ( !$loc->locationnum ) {
414 # warn the location that we're going to insert it with no custnum
415 $loc->set(custnum_pending => 1);
416 warn " inserting $l\n"
418 my $error = $loc->insert;
420 $dbh->rollback if $oldAutoCommit;
421 my $label = $l eq 'ship_location' ? 'service' : 'billing';
422 return "$error (in $label location)";
425 } elsif ( $loc->prospectnum ) {
427 $loc->prospectnum('');
428 $loc->set(custnum_pending => 1);
429 my $error = $loc->replace;
431 $dbh->rollback if $oldAutoCommit;
432 my $label = $l eq 'ship_location' ? 'service' : 'billing';
433 return "$error (moving $label location)";
436 } elsif ( ($loc->custnum || 0) > 0 ) {
437 # then it somehow belongs to another customer--shouldn't happen
438 $dbh->rollback if $oldAutoCommit;
439 return "$l belongs to customer ".$loc->custnum;
441 # else it already belongs to this customer
442 # (happens when ship_location is identical to bill_location)
444 $self->set($l.'num', $loc->locationnum);
446 if ( $self->get($l.'num') eq '' ) {
447 $dbh->rollback if $oldAutoCommit;
452 warn " inserting $self\n"
455 $self->signupdate(time) unless $self->signupdate;
457 $self->auto_agent_custid()
458 if $conf->config('cust_main-auto_agent_custid') && ! $self->agent_custid;
460 my $error = $self->check_payinfo_cardtype
461 || $self->SUPER::insert;
463 $dbh->rollback if $oldAutoCommit;
464 #return "inserting cust_main record (transaction rolled back): $error";
468 # now set cust_location.custnum
469 foreach my $l (qw(bill_location ship_location)) {
470 warn " setting $l.custnum\n"
473 unless ( $loc->custnum ) {
474 $loc->set(custnum => $self->custnum);
475 $error ||= $loc->replace;
479 $dbh->rollback if $oldAutoCommit;
480 return "error setting $l custnum: $error";
484 warn " setting invoicing list\n"
487 if ( $invoicing_list ) {
488 $error = $self->check_invoicing_list( $invoicing_list );
490 $dbh->rollback if $oldAutoCommit;
491 #return "checking invoicing_list (transaction rolled back): $error";
494 $self->invoicing_list( $invoicing_list );
497 warn " setting customer tags\n"
500 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
501 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
502 'custnum' => $self->custnum };
503 my $error = $cust_tag->insert;
505 $dbh->rollback if $oldAutoCommit;
510 my $prospectnum = delete $options{'prospectnum'};
511 if ( $prospectnum ) {
513 warn " moving contacts and locations from prospect $prospectnum\n"
517 qsearchs('prospect_main', { 'prospectnum' => $prospectnum } );
518 unless ( $prospect_main ) {
519 $dbh->rollback if $oldAutoCommit;
520 return "Unknown prospectnum $prospectnum";
522 $prospect_main->custnum($self->custnum);
523 $prospect_main->disabled('Y');
524 my $error = $prospect_main->replace;
526 $dbh->rollback if $oldAutoCommit;
530 my @contact = $prospect_main->contact;
531 my @cust_location = $prospect_main->cust_location;
532 my @qual = $prospect_main->qual;
534 foreach my $r ( @contact, @cust_location, @qual ) {
536 $r->custnum($self->custnum);
537 my $error = $r->replace;
539 $dbh->rollback if $oldAutoCommit;
546 # validate card (needs custnum already set)
547 if ( $self->payby =~ /^(CARD|DCRD)$/
548 && $conf->exists('business-onlinepayment-verification') ) {
549 $error = $self->realtime_verify_bop({ 'method'=>'CC' });
551 $dbh->rollback if $oldAutoCommit;
556 warn " setting contacts\n"
559 if ( my $contact = delete $options{'contact'} ) {
561 foreach my $c ( @$contact ) {
562 $c->custnum($self->custnum);
563 my $error = $c->insert;
565 $dbh->rollback if $oldAutoCommit;
571 } elsif ( my $contact_params = delete $options{'contact_params'} ) {
573 my $error = $self->process_o2m( 'table' => 'contact',
574 'fields' => FS::contact->cgi_contact_fields,
575 'params' => $contact_params,
578 $dbh->rollback if $oldAutoCommit;
583 warn " setting cust_main_exemption\n"
586 my $tax_exemption = delete $options{'tax_exemption'};
587 if ( $tax_exemption ) {
589 $tax_exemption = { map { $_ => '' } @$tax_exemption }
590 if ref($tax_exemption) eq 'ARRAY';
592 foreach my $taxname ( keys %$tax_exemption ) {
593 my $cust_main_exemption = new FS::cust_main_exemption {
594 'custnum' => $self->custnum,
595 'taxname' => $taxname,
596 'exempt_number' => $tax_exemption->{$taxname},
598 my $error = $cust_main_exemption->insert;
600 $dbh->rollback if $oldAutoCommit;
601 return "inserting cust_main_exemption (transaction rolled back): $error";
606 warn " ordering packages\n"
609 $error = $self->order_pkgs( $cust_pkgs,
611 'seconds_ref' => \$seconds,
612 'upbytes_ref' => \$upbytes,
613 'downbytes_ref' => \$downbytes,
614 'totalbytes_ref' => \$totalbytes,
617 $dbh->rollback if $oldAutoCommit;
622 $dbh->rollback if $oldAutoCommit;
623 return "No svc_acct record to apply pre-paid time";
625 if ( $upbytes || $downbytes || $totalbytes ) {
626 $dbh->rollback if $oldAutoCommit;
627 return "No svc_acct record to apply pre-paid data";
631 warn " inserting initial $payby payment of $amount\n"
633 $error = $self->insert_cust_pay($payby, $amount, $prepay_identifier);
635 $dbh->rollback if $oldAutoCommit;
636 return "inserting payment (transaction rolled back): $error";
640 unless ( $import || $skip_fuzzyfiles ) {
641 warn " queueing fuzzyfiles update\n"
643 $error = $self->queue_fuzzyfiles_update;
645 $dbh->rollback if $oldAutoCommit;
646 return "updating fuzzy search cache: $error";
650 # FS::geocode_Mixin::after_insert or something?
651 if ( $conf->config('tax_district_method') and !$import ) {
652 # if anything non-empty, try to look it up
653 my $queue = new FS::queue {
654 'job' => 'FS::geocode_Mixin::process_district_update',
655 'custnum' => $self->custnum,
657 my $error = $queue->insert( ref($self), $self->custnum );
659 $dbh->rollback if $oldAutoCommit;
660 return "queueing tax district update: $error";
665 warn " exporting\n" if $DEBUG > 1;
667 my $export_args = $options{'export_args'} || [];
670 map qsearch( 'part_export', {exportnum=>$_} ),
671 $conf->config('cust_main-exports'); #, $agentnum
673 foreach my $part_export ( @part_export ) {
674 my $error = $part_export->export_insert($self, @$export_args);
676 $dbh->rollback if $oldAutoCommit;
677 return "exporting to ". $part_export->exporttype.
678 " (transaction rolled back): $error";
682 #foreach my $depend_jobnum ( @$depend_jobnums ) {
683 # warn "[$me] inserting dependancies on supplied job $depend_jobnum\n"
685 # foreach my $jobnum ( @jobnums ) {
686 # my $queue = qsearchs('queue', { 'jobnum' => $jobnum } );
687 # warn "[$me] inserting dependancy for job $jobnum on $depend_jobnum\n"
689 # my $error = $queue->depend_insert($depend_jobnum);
691 # $dbh->rollback if $oldAutoCommit;
692 # return "error queuing job dependancy: $error";
699 #if ( exists $options{'jobnums'} ) {
700 # push @{ $options{'jobnums'} }, @jobnums;
703 warn " insert complete; committing transaction\n"
706 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
711 use File::CounterFile;
712 sub auto_agent_custid {
715 my $format = $conf->config('cust_main-auto_agent_custid');
717 if ( $format eq '1YMMXXXXXXXX' ) {
719 my $counter = new File::CounterFile 'cust_main.agent_custid';
722 my $ym = 100000000000 + time2str('%y%m00000000', time);
723 if ( $ym > $counter->value ) {
724 $counter->{'value'} = $agent_custid = $ym;
725 $counter->{'updated'} = 1;
727 $agent_custid = $counter->inc;
733 die "Unknown cust_main-auto_agent_custid format: $format";
736 $self->agent_custid($agent_custid);
740 =item PACKAGE METHODS
742 Documentation on customer package methods has been moved to
743 L<FS::cust_main::Packages>.
745 =item recharge_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , AMOUNTREF, SECONDSREF, UPBYTEREF, DOWNBYTEREF ]
747 Recharges this (existing) customer with the specified prepaid card (see
748 L<FS::prepay_credit>), specified either by I<identifier> or as an
749 FS::prepay_credit object. If there is an error, returns the error, otherwise
752 Optionally, five scalar references can be passed as well. They will have their
753 values filled in with the amount, number of seconds, and number of upload,
754 download, and total bytes applied by this prepaid card.
758 #the ref bullshit here should be refactored like get_prepay. MyAccount.pm is
759 #the only place that uses these args
760 sub recharge_prepay {
761 my( $self, $prepay_credit, $amountref, $secondsref,
762 $upbytesref, $downbytesref, $totalbytesref ) = @_;
764 local $SIG{HUP} = 'IGNORE';
765 local $SIG{INT} = 'IGNORE';
766 local $SIG{QUIT} = 'IGNORE';
767 local $SIG{TERM} = 'IGNORE';
768 local $SIG{TSTP} = 'IGNORE';
769 local $SIG{PIPE} = 'IGNORE';
771 my $oldAutoCommit = $FS::UID::AutoCommit;
772 local $FS::UID::AutoCommit = 0;
775 my( $amount, $seconds, $upbytes, $downbytes, $totalbytes) = ( 0, 0, 0, 0, 0 );
777 my $error = $self->get_prepay( $prepay_credit,
778 'amount_ref' => \$amount,
779 'seconds_ref' => \$seconds,
780 'upbytes_ref' => \$upbytes,
781 'downbytes_ref' => \$downbytes,
782 'totalbytes_ref' => \$totalbytes,
784 || $self->increment_seconds($seconds)
785 || $self->increment_upbytes($upbytes)
786 || $self->increment_downbytes($downbytes)
787 || $self->increment_totalbytes($totalbytes)
788 || $self->insert_cust_pay_prepay( $amount,
790 ? $prepay_credit->identifier
795 $dbh->rollback if $oldAutoCommit;
799 if ( defined($amountref) ) { $$amountref = $amount; }
800 if ( defined($secondsref) ) { $$secondsref = $seconds; }
801 if ( defined($upbytesref) ) { $$upbytesref = $upbytes; }
802 if ( defined($downbytesref) ) { $$downbytesref = $downbytes; }
803 if ( defined($totalbytesref) ) { $$totalbytesref = $totalbytes; }
805 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
810 =item get_prepay IDENTIFIER | PREPAY_CREDIT_OBJ [ , OPTION => VALUE ... ]
812 Looks up and deletes a prepaid card (see L<FS::prepay_credit>),
813 specified either by I<identifier> or as an FS::prepay_credit object.
815 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
816 incremented by the values of the prepaid card.
818 If the prepaid card specifies an I<agentnum> (see L<FS::agent>), it is used to
819 check or set this customer's I<agentnum>.
821 If there is an error, returns the error, otherwise returns false.
827 my( $self, $prepay_credit, %opt ) = @_;
829 local $SIG{HUP} = 'IGNORE';
830 local $SIG{INT} = 'IGNORE';
831 local $SIG{QUIT} = 'IGNORE';
832 local $SIG{TERM} = 'IGNORE';
833 local $SIG{TSTP} = 'IGNORE';
834 local $SIG{PIPE} = 'IGNORE';
836 my $oldAutoCommit = $FS::UID::AutoCommit;
837 local $FS::UID::AutoCommit = 0;
840 unless ( ref($prepay_credit) ) {
842 my $identifier = $prepay_credit;
844 $prepay_credit = qsearchs(
846 { 'identifier' => $identifier },
851 unless ( $prepay_credit ) {
852 $dbh->rollback if $oldAutoCommit;
853 return "Invalid prepaid card: ". $identifier;
858 if ( $prepay_credit->agentnum ) {
859 if ( $self->agentnum && $self->agentnum != $prepay_credit->agentnum ) {
860 $dbh->rollback if $oldAutoCommit;
861 return "prepaid card not valid for agent ". $self->agentnum;
863 $self->agentnum($prepay_credit->agentnum);
866 my $error = $prepay_credit->delete;
868 $dbh->rollback if $oldAutoCommit;
869 return "removing prepay_credit (transaction rolled back): $error";
872 ${ $opt{$_.'_ref'} } += $prepay_credit->$_()
873 for grep $opt{$_.'_ref'}, qw( amount seconds upbytes downbytes totalbytes );
875 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
880 =item increment_upbytes SECONDS
882 Updates this customer's single or primary account (see L<FS::svc_acct>) by
883 the specified number of upbytes. If there is an error, returns the error,
884 otherwise returns false.
888 sub increment_upbytes {
889 _increment_column( shift, 'upbytes', @_);
892 =item increment_downbytes SECONDS
894 Updates this customer's single or primary account (see L<FS::svc_acct>) by
895 the specified number of downbytes. If there is an error, returns the error,
896 otherwise returns false.
900 sub increment_downbytes {
901 _increment_column( shift, 'downbytes', @_);
904 =item increment_totalbytes SECONDS
906 Updates this customer's single or primary account (see L<FS::svc_acct>) by
907 the specified number of totalbytes. If there is an error, returns the error,
908 otherwise returns false.
912 sub increment_totalbytes {
913 _increment_column( shift, 'totalbytes', @_);
916 =item increment_seconds SECONDS
918 Updates this customer's single or primary account (see L<FS::svc_acct>) by
919 the specified number of seconds. If there is an error, returns the error,
920 otherwise returns false.
924 sub increment_seconds {
925 _increment_column( shift, 'seconds', @_);
928 =item _increment_column AMOUNT
930 Updates this customer's single or primary account (see L<FS::svc_acct>) by
931 the specified number of seconds or bytes. If there is an error, returns
932 the error, otherwise returns false.
936 sub _increment_column {
937 my( $self, $column, $amount ) = @_;
938 warn "$me increment_column called: $column, $amount\n"
941 return '' unless $amount;
943 my @cust_pkg = grep { $_->part_pkg->svcpart('svc_acct') }
944 $self->ncancelled_pkgs;
947 return 'No packages with primary or single services found'.
948 ' to apply pre-paid time';
949 } elsif ( scalar(@cust_pkg) > 1 ) {
950 #maybe have a way to specify the package/account?
951 return 'Multiple packages found to apply pre-paid time';
954 my $cust_pkg = $cust_pkg[0];
955 warn " found package pkgnum ". $cust_pkg->pkgnum. "\n"
959 $cust_pkg->cust_svc( $cust_pkg->part_pkg->svcpart('svc_acct') );
962 return 'No account found to apply pre-paid time';
963 } elsif ( scalar(@cust_svc) > 1 ) {
964 return 'Multiple accounts found to apply pre-paid time';
967 my $svc_acct = $cust_svc[0]->svc_x;
968 warn " found service svcnum ". $svc_acct->pkgnum.
969 ' ('. $svc_acct->email. ")\n"
972 $column = "increment_$column";
973 $svc_acct->$column($amount);
977 =item insert_cust_pay_prepay AMOUNT [ PAYINFO ]
979 Inserts a prepayment in the specified amount for this customer. An optional
980 second argument can specify the prepayment identifier for tracking purposes.
981 If there is an error, returns the error, otherwise returns false.
985 sub insert_cust_pay_prepay {
986 shift->insert_cust_pay('PREP', @_);
989 =item insert_cust_pay_cash AMOUNT [ PAYINFO ]
991 Inserts a cash payment in the specified amount for this customer. An optional
992 second argument can specify the payment identifier for tracking purposes.
993 If there is an error, returns the error, otherwise returns false.
997 sub insert_cust_pay_cash {
998 shift->insert_cust_pay('CASH', @_);
1001 =item insert_cust_pay_west AMOUNT [ PAYINFO ]
1003 Inserts a Western Union payment in the specified amount for this customer. An
1004 optional second argument can specify the prepayment identifier for tracking
1005 purposes. If there is an error, returns the error, otherwise returns false.
1009 sub insert_cust_pay_west {
1010 shift->insert_cust_pay('WEST', @_);
1013 sub insert_cust_pay {
1014 my( $self, $payby, $amount ) = splice(@_, 0, 3);
1015 my $payinfo = scalar(@_) ? shift : '';
1017 my $cust_pay = new FS::cust_pay {
1018 'custnum' => $self->custnum,
1019 'paid' => sprintf('%.2f', $amount),
1020 #'_date' => #date the prepaid card was purchased???
1022 'payinfo' => $payinfo,
1030 This method is deprecated. See the I<depend_jobnum> option to the insert and
1031 order_pkgs methods for a better way to defer provisioning.
1033 Re-schedules all exports by calling the B<reexport> method of all associated
1034 packages (see L<FS::cust_pkg>). If there is an error, returns the error;
1035 otherwise returns false.
1042 carp "WARNING: FS::cust_main::reexport is deprectated; ".
1043 "use the depend_jobnum option to insert or order_pkgs to delay export";
1045 local $SIG{HUP} = 'IGNORE';
1046 local $SIG{INT} = 'IGNORE';
1047 local $SIG{QUIT} = 'IGNORE';
1048 local $SIG{TERM} = 'IGNORE';
1049 local $SIG{TSTP} = 'IGNORE';
1050 local $SIG{PIPE} = 'IGNORE';
1052 my $oldAutoCommit = $FS::UID::AutoCommit;
1053 local $FS::UID::AutoCommit = 0;
1056 foreach my $cust_pkg ( $self->ncancelled_pkgs ) {
1057 my $error = $cust_pkg->reexport;
1059 $dbh->rollback if $oldAutoCommit;
1064 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1069 =item delete [ OPTION => VALUE ... ]
1071 This deletes the customer. If there is an error, returns the error, otherwise
1074 This will completely remove all traces of the customer record. This is not
1075 what you want when a customer cancels service; for that, cancel all of the
1076 customer's packages (see L</cancel>).
1078 If the customer has any uncancelled packages, you need to pass a new (valid)
1079 customer number for those packages to be transferred to, as the "new_customer"
1080 option. Cancelled packages will be deleted. Did I mention that this is NOT
1081 what you want when a customer cancels service and that you really should be
1082 looking at L<FS::cust_pkg/cancel>?
1084 You can't delete a customer with invoices (see L<FS::cust_bill>),
1085 statements (see L<FS::cust_statement>), credits (see L<FS::cust_credit>),
1086 payments (see L<FS::cust_pay>) or refunds (see L<FS::cust_refund>), unless you
1087 set the "delete_financials" option to a true value.
1092 my( $self, %opt ) = @_;
1094 local $SIG{HUP} = 'IGNORE';
1095 local $SIG{INT} = 'IGNORE';
1096 local $SIG{QUIT} = 'IGNORE';
1097 local $SIG{TERM} = 'IGNORE';
1098 local $SIG{TSTP} = 'IGNORE';
1099 local $SIG{PIPE} = 'IGNORE';
1101 my $oldAutoCommit = $FS::UID::AutoCommit;
1102 local $FS::UID::AutoCommit = 0;
1105 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1106 $dbh->rollback if $oldAutoCommit;
1107 return "Can't delete a master agent customer";
1110 #use FS::access_user
1111 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1112 $dbh->rollback if $oldAutoCommit;
1113 return "Can't delete a master employee customer";
1116 tie my %financial_tables, 'Tie::IxHash',
1117 'cust_bill' => 'invoices',
1118 'cust_statement' => 'statements',
1119 'cust_credit' => 'credits',
1120 'cust_pay' => 'payments',
1121 'cust_refund' => 'refunds',
1124 foreach my $table ( keys %financial_tables ) {
1126 my @records = $self->$table();
1128 if ( @records && ! $opt{'delete_financials'} ) {
1129 $dbh->rollback if $oldAutoCommit;
1130 return "Can't delete a customer with ". $financial_tables{$table};
1133 foreach my $record ( @records ) {
1134 my $error = $record->delete;
1136 $dbh->rollback if $oldAutoCommit;
1137 return "Error deleting ". $financial_tables{$table}. ": $error\n";
1143 my @cust_pkg = $self->ncancelled_pkgs;
1145 my $new_custnum = $opt{'new_custnum'};
1146 unless ( qsearchs( 'cust_main', { 'custnum' => $new_custnum } ) ) {
1147 $dbh->rollback if $oldAutoCommit;
1148 return "Invalid new customer number: $new_custnum";
1150 foreach my $cust_pkg ( @cust_pkg ) {
1151 my %hash = $cust_pkg->hash;
1152 $hash{'custnum'} = $new_custnum;
1153 my $new_cust_pkg = new FS::cust_pkg ( \%hash );
1154 my $error = $new_cust_pkg->replace($cust_pkg,
1155 options => { $cust_pkg->options },
1158 $dbh->rollback if $oldAutoCommit;
1163 my @cancelled_cust_pkg = $self->all_pkgs;
1164 foreach my $cust_pkg ( @cancelled_cust_pkg ) {
1165 my $error = $cust_pkg->delete;
1167 $dbh->rollback if $oldAutoCommit;
1172 #cust_tax_adjustment in financials?
1173 #cust_pay_pending? ouch
1175 foreach my $table (qw(
1176 cust_main_invoice cust_main_exemption cust_tag cust_attachment contact
1177 cust_location cust_main_note cust_tax_adjustment
1178 cust_pay_void cust_pay_batch queue cust_tax_exempt
1180 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1181 my $error = $record->delete;
1183 $dbh->rollback if $oldAutoCommit;
1189 my $sth = $dbh->prepare(
1190 'UPDATE cust_main SET referral_custnum = NULL WHERE referral_custnum = ?'
1192 my $errstr = $dbh->errstr;
1193 $dbh->rollback if $oldAutoCommit;
1196 $sth->execute($self->custnum) or do {
1197 my $errstr = $sth->errstr;
1198 $dbh->rollback if $oldAutoCommit;
1204 my $ticket_dbh = '';
1205 if ($conf->config('ticket_system') eq 'RT_Internal') {
1207 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1208 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1209 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1210 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1213 if ( $ticket_dbh ) {
1215 my $ticket_sth = $ticket_dbh->prepare(
1216 'DELETE FROM Links WHERE Target = ?'
1218 my $errstr = $ticket_dbh->errstr;
1219 $dbh->rollback if $oldAutoCommit;
1222 $ticket_sth->execute('freeside://freeside/cust_main/'.$self->custnum)
1224 my $errstr = $ticket_sth->errstr;
1225 $dbh->rollback if $oldAutoCommit;
1229 #check and see if the customer is the only link on the ticket, and
1230 #if so, set the ticket to deleted status in RT?
1231 #maybe someday, for now this will at least fix tickets not displaying
1235 #delete the customer record
1237 my $error = $self->SUPER::delete;
1239 $dbh->rollback if $oldAutoCommit;
1243 # cust_main exports!
1245 #my $export_args = $options{'export_args'} || [];
1248 map qsearch( 'part_export', {exportnum=>$_} ),
1249 $conf->config('cust_main-exports'); #, $agentnum
1251 foreach my $part_export ( @part_export ) {
1252 my $error = $part_export->export_delete( $self ); #, @$export_args);
1254 $dbh->rollback if $oldAutoCommit;
1255 return "exporting to ". $part_export->exporttype.
1256 " (transaction rolled back): $error";
1260 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1265 =item merge NEW_CUSTNUM [ , OPTION => VALUE ... ]
1267 This merges this customer into the provided new custnum, and then deletes the
1268 customer. If there is an error, returns the error, otherwise returns false.
1270 The source customer's name, company name, phone numbers, agent,
1271 referring customer, customer class, advertising source, order taker, and
1272 billing information (except balance) are discarded.
1274 All packages are moved to the target customer. Packages with package locations
1275 are preserved. Packages without package locations are moved to a new package
1276 location with the source customer's service/shipping address.
1278 All invoices, statements, payments, credits and refunds are moved to the target
1279 customer. The source customer's balance is added to the target customer.
1281 All notes, attachments, tickets and customer tags are moved to the target
1284 Change history is not currently moved.
1289 my( $self, $new_custnum, %opt ) = @_;
1291 return "Can't merge a customer into self" if $self->custnum == $new_custnum;
1293 my $new_cust_main = qsearchs( 'cust_main', { 'custnum' => $new_custnum } )
1294 or return "Invalid new customer number: $new_custnum";
1296 return 'Access denied: "Merge customer across agents" access right required to merge into a customer of a different agent'
1297 if $self->agentnum != $new_cust_main->agentnum
1298 && ! $FS::CurrentUser::CurrentUser->access_right('Merge customer across agents');
1300 local $SIG{HUP} = 'IGNORE';
1301 local $SIG{INT} = 'IGNORE';
1302 local $SIG{QUIT} = 'IGNORE';
1303 local $SIG{TERM} = 'IGNORE';
1304 local $SIG{TSTP} = 'IGNORE';
1305 local $SIG{PIPE} = 'IGNORE';
1307 my $oldAutoCommit = $FS::UID::AutoCommit;
1308 local $FS::UID::AutoCommit = 0;
1311 if ( qsearch('agent', { 'agent_custnum' => $self->custnum } ) ) {
1312 $dbh->rollback if $oldAutoCommit;
1313 return "Can't merge a master agent customer";
1316 #use FS::access_user
1317 if ( qsearch('access_user', { 'user_custnum' => $self->custnum } ) ) {
1318 $dbh->rollback if $oldAutoCommit;
1319 return "Can't merge a master employee customer";
1322 if ( qsearch('cust_pay_pending', { 'custnum' => $self->custnum,
1323 'status' => { op=>'!=', value=>'done' },
1327 $dbh->rollback if $oldAutoCommit;
1328 return "Can't merge a customer with pending payments";
1331 tie my %financial_tables, 'Tie::IxHash',
1332 'cust_bill' => 'invoices',
1333 'cust_bill_void' => 'voided invoices',
1334 'cust_statement' => 'statements',
1335 'cust_credit' => 'credits',
1336 'cust_credit_void' => 'voided credits',
1337 'cust_pay' => 'payments',
1338 'cust_pay_void' => 'voided payments',
1339 'cust_refund' => 'refunds',
1342 foreach my $table ( keys %financial_tables ) {
1344 my @records = $self->$table();
1346 foreach my $record ( @records ) {
1347 $record->custnum($new_custnum);
1348 my $error = $record->replace;
1350 $dbh->rollback if $oldAutoCommit;
1351 return "Error merging ". $financial_tables{$table}. ": $error\n";
1357 my $name = $self->ship_name; #?
1359 my $locationnum = '';
1360 foreach my $cust_pkg ( $self->all_pkgs ) {
1361 $cust_pkg->custnum($new_custnum);
1363 unless ( $cust_pkg->locationnum ) {
1364 unless ( $locationnum ) {
1365 my $cust_location = new FS::cust_location {
1366 $self->location_hash,
1367 'custnum' => $new_custnum,
1369 my $error = $cust_location->insert;
1371 $dbh->rollback if $oldAutoCommit;
1374 $locationnum = $cust_location->locationnum;
1376 $cust_pkg->locationnum($locationnum);
1379 my $error = $cust_pkg->replace;
1381 $dbh->rollback if $oldAutoCommit;
1385 # add customer (ship) name to svc_phone.phone_name if blank
1386 my @cust_svc = $cust_pkg->cust_svc;
1387 foreach my $cust_svc (@cust_svc) {
1388 my($label, $value, $svcdb) = $cust_svc->label;
1389 next unless $svcdb eq 'svc_phone';
1390 my $svc_phone = $cust_svc->svc_x;
1391 next if $svc_phone->phone_name;
1392 $svc_phone->phone_name($name);
1393 my $error = $svc_phone->replace;
1395 $dbh->rollback if $oldAutoCommit;
1403 # cust_tax_exempt (texas tax exemptions)
1404 # cust_recon (some sort of not-well understood thing for OnPac)
1406 #these are moved over
1407 foreach my $table (qw(
1408 cust_tag cust_location contact cust_attachment cust_main_note
1409 cust_tax_adjustment cust_pay_batch queue
1411 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1412 $record->custnum($new_custnum);
1413 my $error = $record->replace;
1415 $dbh->rollback if $oldAutoCommit;
1421 #these aren't preserved
1422 foreach my $table (qw(
1423 cust_main_exemption cust_main_invoice
1425 foreach my $record ( qsearch( $table, { 'custnum' => $self->custnum } ) ) {
1426 my $error = $record->delete;
1428 $dbh->rollback if $oldAutoCommit;
1435 my $sth = $dbh->prepare(
1436 'UPDATE cust_main SET referral_custnum = ? WHERE referral_custnum = ?'
1438 my $errstr = $dbh->errstr;
1439 $dbh->rollback if $oldAutoCommit;
1442 $sth->execute($new_custnum, $self->custnum) or do {
1443 my $errstr = $sth->errstr;
1444 $dbh->rollback if $oldAutoCommit;
1450 my $ticket_dbh = '';
1451 if ($conf->config('ticket_system') eq 'RT_Internal') {
1453 } elsif ($conf->config('ticket_system') eq 'RT_External') {
1454 my ($datasrc, $user, $pass) = $conf->config('ticket_system-rt_external_datasrc');
1455 $ticket_dbh = DBI->connect($datasrc, $user, $pass, { 'ChopBlanks' => 1 });
1456 #or die "RT_External DBI->connect error: $DBI::errstr\n";
1459 if ( $ticket_dbh ) {
1461 my $ticket_sth = $ticket_dbh->prepare(
1462 'UPDATE Links SET Target = ? WHERE Target = ?'
1464 my $errstr = $ticket_dbh->errstr;
1465 $dbh->rollback if $oldAutoCommit;
1468 $ticket_sth->execute('freeside://freeside/cust_main/'.$new_custnum,
1469 'freeside://freeside/cust_main/'.$self->custnum)
1471 my $errstr = $ticket_sth->errstr;
1472 $dbh->rollback if $oldAutoCommit;
1478 #delete the customer record
1480 my $error = $self->delete;
1482 $dbh->rollback if $oldAutoCommit;
1486 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1491 =item replace [ OLD_RECORD ] [ INVOICING_LIST_ARYREF ] [ , OPTION => VALUE ... ] ]
1493 Replaces the OLD_RECORD with this one in the database. If there is an error,
1494 returns the error, otherwise returns false.
1496 To change the customer's address, set the pseudo-fields C<bill_location> and
1497 C<ship_location>. The address will still only change if at least one of the
1498 address fields differs from the existing values.
1500 INVOICING_LIST_ARYREF: If you pass an arrarref to the insert method, it will
1501 be set as the invoicing list (see L<"invoicing_list">). Errors return as
1502 expected and rollback the entire transaction; it is not necessary to call
1503 check_invoicing_list first. Here's an example:
1505 $new_cust_main->replace( $old_cust_main, [ $email, 'POST' ] );
1507 Currently available options are: I<tax_exemption>.
1509 The I<tax_exemption> option can be set to an arrayref of tax names or a hashref
1510 of tax names and exemption numbers. FS::cust_main_exemption records will be
1511 deleted and inserted as appropriate.
1518 my $old = ( blessed($_[0]) && $_[0]->isa('FS::Record') )
1520 : $self->replace_old;
1524 warn "$me replace called\n"
1527 my $curuser = $FS::CurrentUser::CurrentUser;
1528 if ( $self->payby eq 'COMP'
1529 && $self->payby ne $old->payby
1530 && ! $curuser->access_right('Complimentary customer')
1533 return "You are not permitted to create complimentary accounts.";
1536 local($ignore_expired_card) = 1
1537 if $old->payby =~ /^(CARD|DCRD)$/
1538 && $self->payby =~ /^(CARD|DCRD)$/
1539 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1541 local($ignore_banned_card) = 1
1542 if ( $old->payby =~ /^(CARD|DCRD)$/ && $self->payby =~ /^(CARD|DCRD)$/
1543 || $old->payby =~ /^(CHEK|DCHK)$/ && $self->payby =~ /^(CHEK|DCHK)$/ )
1544 && ( $old->payinfo eq $self->payinfo || $old->paymask eq $self->paymask );
1546 if ( $self->payby =~ /^(CARD|DCRD)$/
1547 && $old->payinfo ne $self->payinfo
1548 && $old->paymask ne $self->paymask )
1550 my $error = $self->check_payinfo_cardtype;
1551 return $error if $error;
1553 if ( $conf->exists('business-onlinepayment-verification') ) {
1554 #need to standardize paydate for this, false laziness with check
1556 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
1557 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
1558 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1559 ( $m, $y ) = ( $2, "19$1" );
1560 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
1561 ( $m, $y ) = ( $3, "20$2" );
1563 return "Illegal expiration date: ". $self->paydate;
1565 $m = sprintf('%02d',$m);
1566 $self->paydate("$y-$m-01");
1568 $error = $self->realtime_verify_bop({ 'method'=>'CC' });
1569 return $error if $error;
1573 return "Invoicing locale is required"
1576 && $conf->exists('cust_main-require_locale');
1578 local $SIG{HUP} = 'IGNORE';
1579 local $SIG{INT} = 'IGNORE';
1580 local $SIG{QUIT} = 'IGNORE';
1581 local $SIG{TERM} = 'IGNORE';
1582 local $SIG{TSTP} = 'IGNORE';
1583 local $SIG{PIPE} = 'IGNORE';
1585 my $oldAutoCommit = $FS::UID::AutoCommit;
1586 local $FS::UID::AutoCommit = 0;
1589 for my $l (qw(bill_location ship_location)) {
1590 my $old_loc = $old->$l;
1591 my $new_loc = $self->$l;
1593 # find the existing location if there is one
1594 $new_loc->set('custnum' => $self->custnum);
1595 my $error = $new_loc->find_or_insert;
1597 $dbh->rollback if $oldAutoCommit;
1600 $self->set($l.'num', $new_loc->locationnum);
1603 # replace the customer record
1604 my $error = $self->SUPER::replace($old);
1607 $dbh->rollback if $oldAutoCommit;
1611 # now move packages to the new service location
1612 $self->set('ship_location', ''); #flush cache
1613 if ( $old->ship_locationnum and # should only be null during upgrade...
1614 $old->ship_locationnum != $self->ship_locationnum ) {
1615 $error = $old->ship_location->move_to($self->ship_location);
1617 $dbh->rollback if $oldAutoCommit;
1621 # don't move packages based on the billing location, but
1622 # disable it if it's no longer in use
1623 if ( $old->bill_locationnum and
1624 $old->bill_locationnum != $self->bill_locationnum ) {
1625 $error = $old->bill_location->disable_if_unused;
1627 $dbh->rollback if $oldAutoCommit;
1632 if ( @param && ref($param[0]) eq 'ARRAY' ) { # INVOICING_LIST_ARYREF
1633 my $invoicing_list = shift @param;
1634 $error = $self->check_invoicing_list( $invoicing_list );
1636 $dbh->rollback if $oldAutoCommit;
1639 $self->invoicing_list( $invoicing_list );
1642 if ( $self->exists('tagnum') ) { #so we don't delete these on edit by accident
1644 #this could be more efficient than deleting and re-inserting, if it matters
1645 foreach my $cust_tag (qsearch('cust_tag', {'custnum'=>$self->custnum} )) {
1646 my $error = $cust_tag->delete;
1648 $dbh->rollback if $oldAutoCommit;
1652 foreach my $tagnum ( @{ $self->tagnum || [] } ) {
1653 my $cust_tag = new FS::cust_tag { 'tagnum' => $tagnum,
1654 'custnum' => $self->custnum };
1655 my $error = $cust_tag->insert;
1657 $dbh->rollback if $oldAutoCommit;
1664 my %options = @param;
1666 my $tax_exemption = delete $options{'tax_exemption'};
1667 if ( $tax_exemption ) {
1669 $tax_exemption = { map { $_ => '' } @$tax_exemption }
1670 if ref($tax_exemption) eq 'ARRAY';
1672 my %cust_main_exemption =
1673 map { $_->taxname => $_ }
1674 qsearch('cust_main_exemption', { 'custnum' => $old->custnum } );
1676 foreach my $taxname ( keys %$tax_exemption ) {
1678 if ( $cust_main_exemption{$taxname} &&
1679 $cust_main_exemption{$taxname}->exempt_number eq $tax_exemption->{$taxname}
1682 delete $cust_main_exemption{$taxname};
1686 my $cust_main_exemption = new FS::cust_main_exemption {
1687 'custnum' => $self->custnum,
1688 'taxname' => $taxname,
1689 'exempt_number' => $tax_exemption->{$taxname},
1691 my $error = $cust_main_exemption->insert;
1693 $dbh->rollback if $oldAutoCommit;
1694 return "inserting cust_main_exemption (transaction rolled back): $error";
1698 foreach my $cust_main_exemption ( values %cust_main_exemption ) {
1699 my $error = $cust_main_exemption->delete;
1701 $dbh->rollback if $oldAutoCommit;
1702 return "deleting cust_main_exemption (transaction rolled back): $error";
1708 if ( $self->payby =~ /^(CARD|CHEK|LECB)$/
1709 && ( ( $self->get('payinfo') ne $old->get('payinfo')
1710 && $self->get('payinfo') !~ /^99\d{14}$/
1712 || grep { $self->get($_) ne $old->get($_) } qw(paydate payname)
1717 # card/check/lec info has changed, want to retry realtime_ invoice events
1718 my $error = $self->retry_realtime;
1720 $dbh->rollback if $oldAutoCommit;
1725 unless ( $import || $skip_fuzzyfiles ) {
1726 $error = $self->queue_fuzzyfiles_update;
1728 $dbh->rollback if $oldAutoCommit;
1729 return "updating fuzzy search cache: $error";
1733 # tax district update in cust_location
1735 # cust_main exports!
1737 my $export_args = $options{'export_args'} || [];
1740 map qsearch( 'part_export', {exportnum=>$_} ),
1741 $conf->config('cust_main-exports'); #, $agentnum
1743 foreach my $part_export ( @part_export ) {
1744 my $error = $part_export->export_replace( $self, $old, @$export_args);
1746 $dbh->rollback if $oldAutoCommit;
1747 return "exporting to ". $part_export->exporttype.
1748 " (transaction rolled back): $error";
1752 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1757 =item queue_fuzzyfiles_update
1759 Used by insert & replace to update the fuzzy search cache
1763 use FS::cust_main::Search;
1764 sub queue_fuzzyfiles_update {
1767 local $SIG{HUP} = 'IGNORE';
1768 local $SIG{INT} = 'IGNORE';
1769 local $SIG{QUIT} = 'IGNORE';
1770 local $SIG{TERM} = 'IGNORE';
1771 local $SIG{TSTP} = 'IGNORE';
1772 local $SIG{PIPE} = 'IGNORE';
1774 my $oldAutoCommit = $FS::UID::AutoCommit;
1775 local $FS::UID::AutoCommit = 0;
1778 foreach my $field ( 'first', 'last', 'company', 'ship_company' ) {
1779 my $queue = new FS::queue {
1780 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1782 my @args = "cust_main.$field", $self->get($field);
1783 my $error = $queue->insert( @args );
1785 $dbh->rollback if $oldAutoCommit;
1786 return "queueing job (transaction rolled back): $error";
1790 my @locations = $self->bill_location;
1791 push @locations, $self->ship_location if $self->has_ship_address;
1792 foreach my $location (@locations) {
1793 my $queue = new FS::queue {
1794 'job' => 'FS::cust_main::Search::append_fuzzyfiles_fuzzyfield'
1796 my @args = 'cust_location.address1', $location->address1;
1797 my $error = $queue->insert( @args );
1799 $dbh->rollback if $oldAutoCommit;
1800 return "queueing job (transaction rolled back): $error";
1804 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1811 Checks all fields to make sure this is a valid customer record. If there is
1812 an error, returns the error, otherwise returns false. Called by the insert
1813 and replace methods.
1820 warn "$me check BEFORE: \n". $self->_dump
1824 $self->ut_numbern('custnum')
1825 || $self->ut_number('agentnum')
1826 || $self->ut_textn('agent_custid')
1827 || $self->ut_number('refnum')
1828 || $self->ut_foreign_key('bill_locationnum', 'cust_location','locationnum')
1829 || $self->ut_foreign_key('ship_locationnum', 'cust_location','locationnum')
1830 || $self->ut_foreign_keyn('classnum', 'cust_class', 'classnum')
1831 || $self->ut_foreign_keyn('salesnum', 'sales', 'salesnum')
1832 || $self->ut_textn('custbatch')
1833 || $self->ut_name('last')
1834 || $self->ut_name('first')
1835 || $self->ut_snumbern('signupdate')
1836 || $self->ut_snumbern('birthdate')
1837 || $self->ut_namen('spouse_last')
1838 || $self->ut_namen('spouse_first')
1839 || $self->ut_snumbern('spouse_birthdate')
1840 || $self->ut_snumbern('anniversary_date')
1841 || $self->ut_textn('company')
1842 || $self->ut_textn('ship_company')
1843 || $self->ut_anything('comments')
1844 || $self->ut_numbern('referral_custnum')
1845 || $self->ut_textn('stateid')
1846 || $self->ut_textn('stateid_state')
1847 || $self->ut_textn('invoice_terms')
1848 || $self->ut_floatn('cdr_termination_percentage')
1849 || $self->ut_floatn('credit_limit')
1850 || $self->ut_numbern('billday')
1851 || $self->ut_numbern('prorate_day')
1852 || $self->ut_flag('edit_subject')
1853 || $self->ut_flag('calling_list_exempt')
1854 || $self->ut_flag('invoice_noemail')
1855 || $self->ut_flag('message_noemail')
1856 || $self->ut_enum('locale', [ '', FS::Locales->locales ])
1857 || $self->ut_flag('invoice_ship_address')
1860 foreach (qw(company ship_company)) {
1861 my $company = $self->get($_);
1862 $company =~ s/^\s+//;
1863 $company =~ s/\s+$//;
1864 $company =~ s/\s+/ /g;
1865 $self->set($_, $company);
1868 #barf. need message catalogs. i18n. etc.
1869 $error .= "Please select an advertising source."
1870 if $error =~ /^Illegal or empty \(numeric\) refnum: /;
1871 return $error if $error;
1873 return "Unknown agent"
1874 unless qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
1876 return "Unknown refnum"
1877 unless qsearchs( 'part_referral', { 'refnum' => $self->refnum } );
1879 return "Unknown referring custnum: ". $self->referral_custnum
1880 unless ! $self->referral_custnum
1881 || qsearchs( 'cust_main', { 'custnum' => $self->referral_custnum } );
1883 if ( $self->ss eq '' ) {
1888 $ss =~ /^(\d{3})(\d{2})(\d{4})$/
1889 or return "Illegal social security number: ". $self->ss;
1890 $self->ss("$1-$2-$3");
1893 #turn off invoice_ship_address if ship & bill are the same
1894 if ($self->bill_locationnum eq $self->ship_locationnum) {
1895 $self->invoice_ship_address('');
1898 # cust_main_county verification now handled by cust_location check
1901 $self->ut_phonen('daytime', $self->country)
1902 || $self->ut_phonen('night', $self->country)
1903 || $self->ut_phonen('fax', $self->country)
1904 || $self->ut_phonen('mobile', $self->country)
1906 return $error if $error;
1908 if ( $conf->exists('cust_main-require_phone', $self->agentnum)
1910 && ! length($self->daytime) && ! length($self->night) && ! length($self->mobile)
1913 my $daytime_label = FS::Msgcat::_gettext('daytime') =~ /^(daytime)?$/
1915 : FS::Msgcat::_gettext('daytime');
1916 my $night_label = FS::Msgcat::_gettext('night') =~ /^(night)?$/
1918 : FS::Msgcat::_gettext('night');
1920 my $mobile_label = FS::Msgcat::_gettext('mobile') =~ /^(mobile)?$/
1922 : FS::Msgcat::_gettext('mobile');
1924 return "$daytime_label, $night_label or $mobile_label is required"
1928 #$self->payby =~ /^(CARD|DCRD|CHEK|DCHK|LECB|BILL|COMP|PREPAY|CASH|WEST|MCRD)$/
1929 # or return "Illegal payby: ". $self->payby;
1931 FS::payby->can_payby($self->table, $self->payby)
1932 or return "Illegal payby: ". $self->payby;
1934 $error = $self->ut_numbern('paystart_month')
1935 || $self->ut_numbern('paystart_year')
1936 || $self->ut_numbern('payissue')
1937 || $self->ut_textn('paytype')
1939 return $error if $error;
1941 if ( $self->payip eq '' ) {
1944 $error = $self->ut_ip('payip');
1945 return $error if $error;
1948 # If it is encrypted and the private key is not availaible then we can't
1949 # check the credit card.
1950 my $check_payinfo = ! $self->is_encrypted($self->payinfo);
1952 # Need some kind of global flag to accept invalid cards, for testing
1954 if ( !$import && $check_payinfo && $self->payby =~ /^(CARD|DCRD)$/ ) {
1956 my $payinfo = $self->payinfo;
1957 $payinfo =~ s/\D//g;
1958 $payinfo =~ /^(\d{13,16}|\d{8,9})$/
1959 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1961 $self->payinfo($payinfo);
1963 or return gettext('invalid_card'); # . ": ". $self->payinfo;
1965 return gettext('unknown_card_type')
1966 if $self->payinfo !~ /^99\d{14}$/ #token
1967 && cardtype($self->payinfo) eq "Unknown";
1969 unless ( $ignore_banned_card ) {
1970 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
1972 if ( $ban->bantype eq 'warn' ) {
1973 #or others depending on value of $ban->reason ?
1974 return '_duplicate_card'.
1975 ': disabled from'. time2str('%a %h %o at %r', $ban->_date).
1976 ' until '. time2str('%a %h %o at %r', $ban->_end_date).
1977 ' (ban# '. $ban->bannum. ')'
1978 unless $self->override_ban_warn;
1980 return 'Banned credit card: banned on '.
1981 time2str('%a %h %o at %r', $ban->_date).
1982 ' by '. $ban->otaker.
1983 ' (ban# '. $ban->bannum. ')';
1988 if (length($self->paycvv) && !$self->is_encrypted($self->paycvv)) {
1989 if ( cardtype($self->payinfo) eq 'American Express card' ) {
1990 $self->paycvv =~ /^(\d{4})$/
1991 or return "CVV2 (CID) for American Express cards is four digits.";
1994 $self->paycvv =~ /^(\d{3})$/
1995 or return "CVV2 (CVC2/CID) is three digits.";
2002 my $cardtype = cardtype($payinfo);
2003 if ( $cardtype =~ /^(Switch|Solo)$/i ) {
2005 return "Start date or issue number is required for $cardtype cards"
2006 unless $self->paystart_month && $self->paystart_year or $self->payissue;
2008 return "Start month must be between 1 and 12"
2009 if $self->paystart_month
2010 and $self->paystart_month < 1 || $self->paystart_month > 12;
2012 return "Start year must be 1990 or later"
2013 if $self->paystart_year
2014 and $self->paystart_year < 1990;
2016 return "Issue number must be beween 1 and 99"
2018 and $self->payissue < 1 || $self->payissue > 99;
2021 $self->paystart_month('');
2022 $self->paystart_year('');
2023 $self->payissue('');
2026 } elsif ( $check_payinfo && $self->payby =~ /^(CHEK|DCHK)$/ ) {
2028 my $payinfo = $self->payinfo;
2029 $payinfo =~ s/[^\d\@\.]//g;
2030 if ( $conf->config('echeck-country') eq 'CA' ) {
2031 $payinfo =~ /^(\d+)\@(\d{5})\.(\d{3})$/
2032 or return 'invalid echeck account@branch.bank';
2033 $payinfo = "$1\@$2.$3";
2034 } elsif ( $conf->config('echeck-country') eq 'US' ) {
2035 $payinfo =~ /^(\d+)\@(\d{9})$/ or return 'invalid echeck account@aba';
2036 $payinfo = "$1\@$2";
2038 $payinfo =~ /^(\d+)\@(\d+)$/ or return 'invalid echeck account@routing';
2039 $payinfo = "$1\@$2";
2041 $self->payinfo($payinfo);
2044 unless ( $ignore_banned_card ) {
2045 my $ban = FS::banned_pay->ban_search( %{ $self->_banned_pay_hashref } );
2047 if ( $ban->bantype eq 'warn' ) {
2048 #or others depending on value of $ban->reason ?
2049 return '_duplicate_ach' unless $self->override_ban_warn;
2051 return 'Banned ACH account: banned on '.
2052 time2str('%a %h %o at %r', $ban->_date).
2053 ' by '. $ban->otaker.
2054 ' (ban# '. $ban->bannum. ')';
2059 } elsif ( $self->payby eq 'LECB' ) {
2061 my $payinfo = $self->payinfo;
2062 $payinfo =~ s/\D//g;
2063 $payinfo =~ /^1?(\d{10})$/ or return 'invalid btn billing telephone number';
2065 $self->payinfo($payinfo);
2068 } elsif ( $self->payby eq 'BILL' ) {
2070 $error = $self->ut_textn('payinfo');
2071 return "Illegal P.O. number: ". $self->payinfo if $error;
2074 } elsif ( $self->payby eq 'COMP' ) {
2076 my $curuser = $FS::CurrentUser::CurrentUser;
2077 if ( ! $self->custnum
2078 && ! $curuser->access_right('Complimentary customer')
2081 return "You are not permitted to create complimentary accounts."
2084 $error = $self->ut_textn('payinfo');
2085 return "Illegal comp account issuer: ". $self->payinfo if $error;
2088 } elsif ( $self->payby eq 'PREPAY' ) {
2090 my $payinfo = $self->payinfo;
2091 $payinfo =~ s/\W//g; #anything else would just confuse things
2092 $self->payinfo($payinfo);
2093 $error = $self->ut_alpha('payinfo');
2094 return "Illegal prepayment identifier: ". $self->payinfo if $error;
2095 return "Unknown prepayment identifier"
2096 unless qsearchs('prepay_credit', { 'identifier' => $self->payinfo } );
2101 if ( $self->paydate eq '' || $self->paydate eq '-' ) {
2102 return "Expiration date required"
2103 # shouldn't payinfo_check do this?
2104 unless $self->payby =~ /^(BILL|PREPAY|CHEK|DCHK|LECB|CASH|WEST|MCRD|PPAL)$/;
2108 if ( $self->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
2109 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
2110 } elsif ( $self->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2111 ( $m, $y ) = ( $2, "19$1" );
2112 } elsif ( $self->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
2113 ( $m, $y ) = ( $3, "20$2" );
2115 return "Illegal expiration date: ". $self->paydate;
2117 $m = sprintf('%02d',$m);
2118 $self->paydate("$y-$m-01");
2119 my($nowm,$nowy)=(localtime(time))[4,5]; $nowm++; $nowy+=1900;
2120 return gettext('expired_card')
2122 && !$ignore_expired_card
2123 && ( $y<$nowy || ( $y==$nowy && $1<$nowm ) );
2126 if ( $self->payname eq '' && $self->payby !~ /^(CHEK|DCHK)$/ &&
2127 ( ! $conf->exists('require_cardname')
2128 || $self->payby !~ /^(CARD|DCRD)$/ )
2130 $self->payname( $self->first. " ". $self->getfield('last') );
2133 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
2134 $self->payname =~ /^([\w \,\.\-\']*)$/
2135 or return gettext('illegal_name'). " payname: ". $self->payname;
2138 $self->payname =~ /^([\w \,\.\-\'\&]*)$/
2139 or return gettext('illegal_name'). " payname: ". $self->payname;
2145 return "Please select an invoicing locale"
2148 && $conf->exists('cust_main-require_locale');
2150 foreach my $flag (qw( tax spool_cdr squelch_cdr archived email_csv_cdr )) {
2151 $self->$flag() =~ /^(Y?)$/ or return "Illegal $flag: ". $self->$flag();
2155 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
2157 warn "$me check AFTER: \n". $self->_dump
2160 $self->SUPER::check;
2163 sub check_payinfo_cardtype {
2166 return '' unless $self->payby =~ /^(CARD|DCRD)$/;
2168 my $payinfo = $self->payinfo;
2169 $payinfo =~ s/\D//g;
2171 return '' if $payinfo =~ /^99\d{14}$/; #token
2173 my %bop_card_types = map { $_=>1 } values %{ card_types() };
2174 my $cardtype = cardtype($payinfo);
2176 return "$cardtype not accepted" unless $bop_card_types{$cardtype};
2184 Additional checks for replace only.
2189 my ($new,$old) = @_;
2190 #preserve old value if global config is set
2191 if ($old && $conf->exists('invoice-ship_address')) {
2192 $new->invoice_ship_address($old->invoice_ship_address);
2199 Returns a list of fields which have ship_ duplicates.
2204 qw( last first company
2206 address1 address2 city county state zip country
2208 daytime night fax mobile
2212 =item has_ship_address
2214 Returns true if this customer record has a separate shipping address.
2218 sub has_ship_address {
2220 $self->bill_locationnum != $self->ship_locationnum;
2225 Returns a list of key/value pairs, with the following keys: address1,
2226 adddress2, city, county, state, zip, country, district, and geocode. The
2227 shipping address is used if present.
2233 $self->ship_location->location_hash;
2238 Returns all locations (see L<FS::cust_location>) for this customer.
2244 qsearch('cust_location', { 'custnum' => $self->custnum,
2245 'prospectnum' => '' } );
2250 Returns all contacts (see L<FS::contact>) for this customer.
2254 #already used :/ sub contact {
2257 qsearch('contact', { 'custnum' => $self->custnum } );
2262 Unsuspends all unflagged suspended packages (see L</unflagged_suspended_pkgs>
2263 and L<FS::cust_pkg>) for this customer, except those on hold.
2265 Returns a list: an empty list on success or a list of errors.
2271 grep { ($_->get('setup')) && $_->unsuspend } $self->suspended_pkgs;
2276 Unsuspends all suspended packages in the on-hold state (those without setup
2277 dates) for this customer.
2283 grep { (!$_->setup) && $_->unsuspend } $self->suspended_pkgs;
2288 Suspends all unsuspended packages (see L<FS::cust_pkg>) for this customer.
2290 Returns a list: an empty list on success or a list of errors.
2296 grep { $_->suspend(@_) } $self->unsuspended_pkgs;
2299 =item suspend_if_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2301 Suspends all unsuspended packages (see L<FS::cust_pkg>) matching the listed
2302 PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref instead
2303 of a list of pkgparts; the hashref has the following keys:
2307 =item pkgparts - listref of pkgparts
2309 =item (other options are passed to the suspend method)
2314 Returns a list: an empty list on success or a list of errors.
2318 sub suspend_if_pkgpart {
2320 my (@pkgparts, %opt);
2321 if (ref($_[0]) eq 'HASH'){
2322 @pkgparts = @{$_[0]{pkgparts}};
2327 grep { $_->suspend(%opt) }
2328 grep { my $pkgpart = $_->pkgpart; grep { $pkgpart eq $_ } @pkgparts }
2329 $self->unsuspended_pkgs;
2332 =item suspend_unless_pkgpart HASHREF | PKGPART [ , PKGPART ... ]
2334 Suspends all unsuspended packages (see L<FS::cust_pkg>) unless they match the
2335 given PKGPARTs (see L<FS::part_pkg>). Preferred usage is to pass a hashref
2336 instead of a list of pkgparts; the hashref has the following keys:
2340 =item pkgparts - listref of pkgparts
2342 =item (other options are passed to the suspend method)
2346 Returns a list: an empty list on success or a list of errors.
2350 sub suspend_unless_pkgpart {
2352 my (@pkgparts, %opt);
2353 if (ref($_[0]) eq 'HASH'){
2354 @pkgparts = @{$_[0]{pkgparts}};
2359 grep { $_->suspend(%opt) }
2360 grep { my $pkgpart = $_->pkgpart; ! grep { $pkgpart eq $_ } @pkgparts }
2361 $self->unsuspended_pkgs;
2364 =item cancel [ OPTION => VALUE ... ]
2366 Cancels all uncancelled packages (see L<FS::cust_pkg>) for this customer.
2367 The cancellation time will be now.
2371 Always returns a list: an empty list on success or a list of errors.
2378 warn "$me cancel called on customer ". $self->custnum. " with options ".
2379 join(', ', map { "$_: $opt{$_}" } keys %opt ). "\n"
2381 my @pkgs = $self->ncancelled_pkgs;
2383 $self->cancel_pkgs( %opt, 'cust_pkg' => \@pkgs );
2386 =item cancel_pkgs OPTIONS
2388 Cancels a specified list of packages. OPTIONS can include:
2392 =item cust_pkg - an arrayref of the packages. Required.
2394 =item time - the cancellation time, used to calculate final bills and
2395 unused-time credits if any. Will be passed through to the bill() and
2396 FS::cust_pkg::cancel() methods.
2398 =item quiet - can be set true to supress email cancellation notices.
2400 =item reason - can be set to a cancellation reason (see L<FS:reason>), either a
2401 reasonnum of an existing reason, or passing a hashref will create a new reason.
2402 The hashref should have the following keys:
2403 typenum - Reason type (see L<FS::reason_type>)
2404 reason - Text of the new reason.
2406 =item cust_pkg_reason - can be an arrayref of L<FS::cust_pkg_reason> objects
2407 for the individual packages, parallel to the C<cust_pkg> argument. The
2408 reason and reason_otaker arguments will be taken from those objects.
2410 =item ban - can be set true to ban this customer's credit card or ACH information, if present.
2412 =item nobill - can be set true to skip billing if it might otherwise be done.
2417 my( $self, %opt ) = @_;
2419 # we're going to cancel services, which is not reversible
2420 # but on 3.x, don't strictly enforce this
2421 warn "cancel_pkgs should not be run inside a transaction"
2422 if $FS::UID::AutoCommit == 0;
2424 local $FS::UID::AutoCommit = 0;
2426 return ( 'access denied' )
2427 unless $FS::CurrentUser::CurrentUser->access_right('Cancel customer');
2429 if ( $opt{'ban'} && $self->payby =~ /^(CARD|DCRD|CHEK|DCHK)$/ ) {
2431 #should try decryption (we might have the private key)
2432 # and if not maybe queue a job for the server that does?
2433 return ( "Can't (yet) ban encrypted credit cards" )
2434 if $self->is_encrypted($self->payinfo);
2436 my $ban = new FS::banned_pay $self->_new_banned_pay_hashref;
2437 my $error = $ban->insert;
2445 my @pkgs = @{ delete $opt{'cust_pkg'} };
2446 my $cancel_time = $opt{'time'} || time;
2448 # bill all packages first, so we don't lose usage, service counts for
2449 # bulk billing, etc.
2450 if ( !$opt{nobill} && $conf->exists('bill_usage_on_cancel') ) {
2452 my $error = $self->bill( 'pkg_list' => [ @pkgs ],
2454 'time' => $cancel_time );
2456 warn "Error billing during cancel, custnum ". $self->custnum. ": $error";
2458 return ( "Error billing during cancellation: $error" );
2463 $FS::UID::AutoCommit = 1;
2465 # now cancel all services, the same way we would for individual packages.
2466 # if any of them fail, cancel the rest anyway.
2467 my @cust_svc = map { $_->cust_svc } @pkgs;
2468 my @sorted_cust_svc =
2470 sort { $a->[1] <=> $b->[1] }
2471 map { [ $_, $_->svc_x ? $_->svc_x->table_info->{'cancel_weight'} : -1 ]; } @cust_svc
2473 warn "$me removing ".scalar(@sorted_cust_svc)." service(s) for customer ".
2476 foreach my $cust_svc (@sorted_cust_svc) {
2477 my $part_svc = $cust_svc->part_svc;
2478 next if ( defined($part_svc) and $part_svc->preserve );
2479 my $error = $cust_svc->cancel; # immediate cancel, no date option
2480 push @errors, $error if $error;
2486 warn "$me cancelling ". scalar(@pkgs) ." package(s) for customer ".
2487 $self->custnum. "\n"
2491 if ($opt{'cust_pkg_reason'}) {
2492 @cprs = @{ delete $opt{'cust_pkg_reason'} };
2498 my $cpr = shift @cprs;
2500 $lopt{'reason'} = $cpr->reasonnum;
2501 $lopt{'reason_otaker'} = $cpr->otaker;
2503 warn "no reason found when canceling package ".$_->pkgnum."\n";
2504 $lopt{'reason'} = '';
2507 my $error = $_->cancel(%lopt);
2508 push @errors, 'pkgnum '.$_->pkgnum.': '.$error if $error;
2514 sub _banned_pay_hashref {
2525 'payby' => $payby2ban{$self->payby},
2526 'payinfo' => $self->payinfo,
2527 #don't ever *search* on reason! #'reason' =>
2531 sub _new_banned_pay_hashref {
2533 my $hr = $self->_banned_pay_hashref;
2534 $hr->{payinfo} = md5_base64($hr->{payinfo});
2540 Returns all notes (see L<FS::cust_main_note>) for this customer.
2545 my($self,$orderby_classnum) = (shift,shift);
2546 my $orderby = "sticky DESC, _date DESC";
2547 $orderby = "classnum ASC, $orderby" if $orderby_classnum;
2548 qsearch( 'cust_main_note',
2549 { 'custnum' => $self->custnum },
2551 "ORDER BY $orderby",
2557 Returns the agent (see L<FS::agent>) for this customer.
2563 qsearchs( 'agent', { 'agentnum' => $self->agentnum } );
2568 Returns the agent name (see L<FS::agent>) for this customer.
2574 $self->agent->agent;
2579 Returns any tags associated with this customer, as FS::cust_tag objects,
2580 or an empty list if there are no tags.
2586 qsearch('cust_tag', { 'custnum' => $self->custnum } );
2591 Returns any tags associated with this customer, as FS::part_tag objects,
2592 or an empty list if there are no tags.
2598 map $_->part_tag, $self->cust_tag;
2604 Returns the customer class, as an FS::cust_class object, or the empty string
2605 if there is no customer class.
2611 if ( $self->classnum ) {
2612 qsearchs('cust_class', { 'classnum' => $self->classnum } );
2620 Returns the customer category name, or the empty string if there is no customer
2627 my $cust_class = $self->cust_class;
2629 ? $cust_class->categoryname
2635 Returns the customer class name, or the empty string if there is no customer
2642 my $cust_class = $self->cust_class;
2644 ? $cust_class->classname
2648 =item BILLING METHODS
2650 Documentation on billing methods has been moved to
2651 L<FS::cust_main::Billing>.
2653 =item REALTIME BILLING METHODS
2655 Documentation on realtime billing methods has been moved to
2656 L<FS::cust_main::Billing_Realtime>.
2660 Removes the I<paycvv> field from the database directly.
2662 If there is an error, returns the error, otherwise returns false.
2668 my $sth = dbh->prepare("UPDATE cust_main SET paycvv = '' WHERE custnum = ?")
2669 or return dbh->errstr;
2670 $sth->execute($self->custnum)
2671 or return $sth->errstr;
2676 =item batch_card OPTION => VALUE...
2678 Adds a payment for this invoice to the pending credit card batch (see
2679 L<FS::cust_pay_batch>), or, if the B<realtime> option is set to a true value,
2680 runs the payment using a realtime gateway.
2682 Options may include:
2684 B<amount>: the amount to be paid; defaults to the customer's balance minus
2685 any payments in transit.
2687 B<payby>: the payment method; defaults to cust_main.payby
2689 B<realtime>: runs this as a realtime payment instead of adding it to a
2692 B<invnum>: sets cust_pay_batch.invnum.
2694 B<address1>, B<address2>, B<city>, B<state>, B<zip>, B<country>: sets
2695 the billing address for the payment; defaults to the customer's billing
2698 B<payinfo>, B<paydate>, B<payname>: sets the payment account, expiration
2699 date, and name; defaults to those fields in cust_main.
2704 my ($self, %options) = @_;
2707 if (exists($options{amount})) {
2708 $amount = $options{amount};
2710 $amount = sprintf("%.2f", $self->balance - $self->in_transit_payments);
2713 warn(sprintf("Customer balance %.2f - in transit amount %.2f is <= 0.\n",
2715 $self->in_transit_payments
2720 my $invnum = delete $options{invnum};
2721 my $payby = $options{payby} || $self->payby; #still dubious
2723 if ($options{'realtime'}) {
2724 return $self->realtime_bop( FS::payby->payby2bop($self->payby),
2730 my $oldAutoCommit = $FS::UID::AutoCommit;
2731 local $FS::UID::AutoCommit = 0;
2734 #this needs to handle mysql as well as Pg, like svc_acct.pm
2735 #(make it into a common function if folks need to do batching with mysql)
2736 $dbh->do("LOCK TABLE pay_batch IN SHARE ROW EXCLUSIVE MODE")
2737 or return "Cannot lock pay_batch: " . $dbh->errstr;
2741 'payby' => FS::payby->payby2payment($payby),
2743 $pay_batch{agentnum} = $self->agentnum if $conf->exists('batch-spoolagent');
2745 my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
2747 unless ( $pay_batch ) {
2748 $pay_batch = new FS::pay_batch \%pay_batch;
2749 my $error = $pay_batch->insert;
2751 $dbh->rollback if $oldAutoCommit;
2752 die "error creating new batch: $error\n";
2756 my $old_cust_pay_batch = qsearchs('cust_pay_batch', {
2757 'batchnum' => $pay_batch->batchnum,
2758 'custnum' => $self->custnum,
2761 foreach (qw( address1 address2 city state zip country latitude longitude
2762 payby payinfo paydate payname ))
2764 $options{$_} = '' unless exists($options{$_});
2767 my $loc = $self->bill_location;
2769 my $cust_pay_batch = new FS::cust_pay_batch ( {
2770 'batchnum' => $pay_batch->batchnum,
2771 'invnum' => $invnum || 0, # is there a better value?
2772 # this field should be
2774 # cust_bill_pay_batch now
2775 'custnum' => $self->custnum,
2776 'last' => $self->getfield('last'),
2777 'first' => $self->getfield('first'),
2778 'address1' => $options{address1} || $loc->address1,
2779 'address2' => $options{address2} || $loc->address2,
2780 'city' => $options{city} || $loc->city,
2781 'state' => $options{state} || $loc->state,
2782 'zip' => $options{zip} || $loc->zip,
2783 'country' => $options{country} || $loc->country,
2784 'payby' => $options{payby} || $self->payby,
2785 'payinfo' => $options{payinfo} || $self->payinfo,
2786 'exp' => $options{paydate} || $self->paydate,
2787 'payname' => $options{payname} || $self->payname,
2788 'amount' => $amount, # consolidating
2791 $cust_pay_batch->paybatchnum($old_cust_pay_batch->paybatchnum)
2792 if $old_cust_pay_batch;
2795 if ($old_cust_pay_batch) {
2796 $error = $cust_pay_batch->replace($old_cust_pay_batch)
2798 $error = $cust_pay_batch->insert;
2802 $dbh->rollback if $oldAutoCommit;
2806 my $unapplied = $self->total_unapplied_credits
2807 + $self->total_unapplied_payments
2808 + $self->in_transit_payments;
2809 foreach my $cust_bill ($self->open_cust_bill) {
2810 #$dbh->commit or die $dbh->errstr if $oldAutoCommit;
2811 my $cust_bill_pay_batch = new FS::cust_bill_pay_batch {
2812 'invnum' => $cust_bill->invnum,
2813 'paybatchnum' => $cust_pay_batch->paybatchnum,
2814 'amount' => $cust_bill->owed,
2817 if ($unapplied >= $cust_bill_pay_batch->amount){
2818 $unapplied -= $cust_bill_pay_batch->amount;
2821 $cust_bill_pay_batch->amount(sprintf ( "%.2f",
2822 $cust_bill_pay_batch->amount - $unapplied )); $unapplied = 0;
2824 $error = $cust_bill_pay_batch->insert;
2826 $dbh->rollback if $oldAutoCommit;
2831 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2837 Returns the total owed for this customer on all invoices
2838 (see L<FS::cust_bill/owed>).
2844 $self->total_owed_date(2145859200); #12/31/2037
2847 =item total_owed_date TIME
2849 Returns the total owed for this customer on all invoices with date earlier than
2850 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2851 see L<Time::Local> and L<Date::Parse> for conversion functions.
2855 sub total_owed_date {
2859 my $custnum = $self->custnum;
2861 my $owed_sql = FS::cust_bill->owed_sql;
2864 SELECT SUM($owed_sql) FROM cust_bill
2865 WHERE custnum = $custnum
2869 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2873 =item total_owed_pkgnum PKGNUM
2875 Returns the total owed on all invoices for this customer's specific package
2876 when using experimental package balances (see L<FS::cust_bill/owed_pkgnum>).
2880 sub total_owed_pkgnum {
2881 my( $self, $pkgnum ) = @_;
2882 $self->total_owed_date_pkgnum(2145859200, $pkgnum); #12/31/2037
2885 =item total_owed_date_pkgnum TIME PKGNUM
2887 Returns the total owed for this customer's specific package when using
2888 experimental package balances on all invoices with date earlier than
2889 TIME. TIME is specified as a UNIX timestamp; see L<perlfunc/"time">). Also
2890 see L<Time::Local> and L<Date::Parse> for conversion functions.
2894 sub total_owed_date_pkgnum {
2895 my( $self, $time, $pkgnum ) = @_;
2898 foreach my $cust_bill (
2899 grep { $_->_date <= $time }
2900 qsearch('cust_bill', { 'custnum' => $self->custnum, } )
2902 $total_bill += $cust_bill->owed_pkgnum($pkgnum);
2904 sprintf( "%.2f", $total_bill );
2910 Returns the total amount of all payments.
2917 $total += $_->paid foreach $self->cust_pay;
2918 sprintf( "%.2f", $total );
2921 =item total_unapplied_credits
2923 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2924 customer. See L<FS::cust_credit/credited>.
2926 =item total_credited
2928 Old name for total_unapplied_credits. Don't use.
2932 sub total_credited {
2933 #carp "total_credited deprecated, use total_unapplied_credits";
2934 shift->total_unapplied_credits(@_);
2937 sub total_unapplied_credits {
2940 my $custnum = $self->custnum;
2942 my $unapplied_sql = FS::cust_credit->unapplied_sql;
2945 SELECT SUM($unapplied_sql) FROM cust_credit
2946 WHERE custnum = $custnum
2949 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2953 =item total_unapplied_credits_pkgnum PKGNUM
2955 Returns the total outstanding credit (see L<FS::cust_credit>) for this
2956 customer. See L<FS::cust_credit/credited>.
2960 sub total_unapplied_credits_pkgnum {
2961 my( $self, $pkgnum ) = @_;
2962 my $total_credit = 0;
2963 $total_credit += $_->credited foreach $self->cust_credit_pkgnum($pkgnum);
2964 sprintf( "%.2f", $total_credit );
2968 =item total_unapplied_payments
2970 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer.
2971 See L<FS::cust_pay/unapplied>.
2975 sub total_unapplied_payments {
2978 my $custnum = $self->custnum;
2980 my $unapplied_sql = FS::cust_pay->unapplied_sql;
2983 SELECT SUM($unapplied_sql) FROM cust_pay
2984 WHERE custnum = $custnum
2987 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
2991 =item total_unapplied_payments_pkgnum PKGNUM
2993 Returns the total unapplied payments (see L<FS::cust_pay>) for this customer's
2994 specific package when using experimental package balances. See
2995 L<FS::cust_pay/unapplied>.
2999 sub total_unapplied_payments_pkgnum {
3000 my( $self, $pkgnum ) = @_;
3001 my $total_unapplied = 0;
3002 $total_unapplied += $_->unapplied foreach $self->cust_pay_pkgnum($pkgnum);
3003 sprintf( "%.2f", $total_unapplied );
3007 =item total_unapplied_refunds
3009 Returns the total unrefunded refunds (see L<FS::cust_refund>) for this
3010 customer. See L<FS::cust_refund/unapplied>.
3014 sub total_unapplied_refunds {
3016 my $custnum = $self->custnum;
3018 my $unapplied_sql = FS::cust_refund->unapplied_sql;
3021 SELECT SUM($unapplied_sql) FROM cust_refund
3022 WHERE custnum = $custnum
3025 sprintf( "%.2f", $self->scalar_sql($sql) || 0 );
3031 Returns the balance for this customer (total_owed plus total_unrefunded, minus
3032 total_unapplied_credits minus total_unapplied_payments).
3038 $self->balance_date_range;
3041 =item balance_date TIME
3043 Returns the balance for this customer, only considering invoices with date
3044 earlier than TIME (total_owed_date minus total_credited minus
3045 total_unapplied_payments). TIME is specified as a UNIX timestamp; see
3046 L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion
3053 $self->balance_date_range(shift);
3056 =item balance_date_range [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
3058 Returns the balance for this customer, optionally considering invoices with
3059 date earlier than START_TIME, and not later than END_TIME
3060 (total_owed_date minus total_unapplied_credits minus total_unapplied_payments).
3062 Times are specified as SQL fragments or numeric
3063 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
3064 L<Date::Parse> for conversion functions. The empty string can be passed
3065 to disable that time constraint completely.
3067 Accepts the same options as L<balance_date_sql>:
3071 =item unapplied_date
3073 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)
3077 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
3078 time will be ignored. Note that START_TIME and END_TIME only limit the date
3079 range for invoices and I<unapplied> payments, credits, and refunds.
3085 sub balance_date_range {
3087 my $sql = 'SELECT SUM('. $self->balance_date_sql(@_).
3088 ') FROM cust_main WHERE custnum='. $self->custnum;
3089 sprintf( '%.2f', $self->scalar_sql($sql) || 0 );
3092 =item balance_pkgnum PKGNUM
3094 Returns the balance for this customer's specific package when using
3095 experimental package balances (total_owed plus total_unrefunded, minus
3096 total_unapplied_credits minus total_unapplied_payments)
3100 sub balance_pkgnum {
3101 my( $self, $pkgnum ) = @_;
3104 $self->total_owed_pkgnum($pkgnum)
3105 # n/a - refunds aren't part of pkg-balances since they don't apply to invoices
3106 # + $self->total_unapplied_refunds_pkgnum($pkgnum)
3107 - $self->total_unapplied_credits_pkgnum($pkgnum)
3108 - $self->total_unapplied_payments_pkgnum($pkgnum)
3112 =item in_transit_payments
3114 Returns the total of requests for payments for this customer pending in
3115 batches in transit to the bank. See L<FS::pay_batch> and L<FS::cust_pay_batch>
3119 sub in_transit_payments {
3121 my $in_transit_payments = 0;
3122 foreach my $pay_batch ( qsearch('pay_batch', {
3125 foreach my $cust_pay_batch ( qsearch('cust_pay_batch', {
3126 'batchnum' => $pay_batch->batchnum,
3127 'custnum' => $self->custnum,
3130 $in_transit_payments += $cust_pay_batch->amount;
3133 sprintf( "%.2f", $in_transit_payments );
3138 Returns a hash of useful information for making a payment.
3148 'CARD' (credit card - automatic), 'DCRD' (credit card - on-demand),
3149 'CHEK' (electronic check - automatic), 'DCHK' (electronic check - on-demand),
3150 'LECB' (Phone bill billing), 'BILL' (billing), or 'COMP' (free).
3154 For credit card transactions:
3166 For electronic check transactions:
3181 $return{balance} = $self->balance;
3183 $return{payname} = $self->payname
3184 || ( $self->first. ' '. $self->get('last') );
3186 $return{$_} = $self->bill_location->$_
3187 for qw(address1 address2 city state zip);
3189 $return{payby} = $self->payby;
3190 $return{stateid_state} = $self->stateid_state;
3192 if ( $self->payby =~ /^(CARD|DCRD)$/ ) {
3193 $return{card_type} = cardtype($self->payinfo);
3194 $return{payinfo} = $self->paymask;
3196 @return{'month', 'year'} = $self->paydate_monthyear;
3200 if ( $self->payby =~ /^(CHEK|DCHK)$/ ) {
3201 my ($payinfo1, $payinfo2) = split '@', $self->paymask;
3202 $return{payinfo1} = $payinfo1;
3203 $return{payinfo2} = $payinfo2;
3204 $return{paytype} = $self->paytype;
3205 $return{paystate} = $self->paystate;
3209 #doubleclick protection
3211 $return{paybatch} = "webui-MyAccount-$_date-$$-". rand() * 2**32;
3217 =item paydate_monthyear
3219 Returns a two-element list consisting of the month and year of this customer's
3220 paydate (credit card expiration date for CARD customers)
3224 sub paydate_monthyear {
3226 if ( $self->paydate =~ /^(\d{4})-(\d{1,2})-\d{1,2}$/ ) { #Pg date format
3228 } elsif ( $self->paydate =~ /^(\d{1,2})-(\d{1,2}-)?(\d{4}$)/ ) {
3237 Returns the exact time in seconds corresponding to the payment method
3238 expiration date. For CARD/DCRD customers this is the end of the month;
3239 for others (COMP is the only other payby that uses paydate) it's the start.
3240 Returns 0 if the paydate is empty or set to the far future.
3246 my ($month, $year) = $self->paydate_monthyear;
3247 return 0 if !$year or $year >= 2037;
3248 if ( $self->payby eq 'CARD' or $self->payby eq 'DCRD' ) {
3250 if ( $month == 13 ) {
3254 return timelocal(0,0,0,1,$month-1,$year) - 1;
3257 return timelocal(0,0,0,1,$month-1,$year);
3261 =item paydate_epoch_sql
3263 Class method. Returns an SQL expression to obtain the payment expiration date
3264 as a number of seconds.
3268 # Special expiration date behavior for non-CARD/DCRD customers has been
3269 # carefully preserved. Do we really use that?
3270 sub paydate_epoch_sql {
3272 my $table = shift || 'cust_main';
3273 my ($case1, $case2);
3274 if ( driver_name eq 'Pg' ) {
3275 $case1 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) + INTERVAL '1 month') - 1";
3276 $case2 = "EXTRACT( EPOCH FROM CAST( $table.paydate AS TIMESTAMP ) )";
3278 elsif ( lc(driver_name) eq 'mysql' ) {
3279 $case1 = "UNIX_TIMESTAMP( DATE_ADD( CAST( $table.paydate AS DATETIME ), INTERVAL 1 month ) ) - 1";
3280 $case2 = "UNIX_TIMESTAMP( CAST( $table.paydate AS DATETIME ) )";
3283 return "CASE WHEN $table.payby IN('CARD','DCRD')
3289 =item tax_exemption TAXNAME
3294 my( $self, $taxname ) = @_;
3296 qsearchs( 'cust_main_exemption', { 'custnum' => $self->custnum,
3297 'taxname' => $taxname,
3302 =item cust_main_exemption
3306 sub cust_main_exemption {
3308 qsearch( 'cust_main_exemption', { 'custnum' => $self->custnum } );
3311 =item invoicing_list [ ARRAYREF ]
3313 If an arguement is given, sets these email addresses as invoice recipients
3314 (see L<FS::cust_main_invoice>). Errors are not fatal and are not reported
3315 (except as warnings), so use check_invoicing_list first.
3317 Returns a list of email addresses (with svcnum entries expanded).
3319 Note: You can clear the invoicing list by passing an empty ARRAYREF. You can
3320 check it without disturbing anything by passing nothing.
3322 This interface may change in the future.
3326 sub invoicing_list {
3327 my( $self, $arrayref ) = @_;
3330 my @cust_main_invoice;
3331 if ( $self->custnum ) {
3332 @cust_main_invoice =
3333 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3335 @cust_main_invoice = ();
3337 foreach my $cust_main_invoice ( @cust_main_invoice ) {
3338 #warn $cust_main_invoice->destnum;
3339 unless ( grep { $cust_main_invoice->address eq $_ } @{$arrayref} ) {
3340 #warn $cust_main_invoice->destnum;
3341 my $error = $cust_main_invoice->delete;
3342 warn $error if $error;
3345 if ( $self->custnum ) {
3346 @cust_main_invoice =
3347 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3349 @cust_main_invoice = ();
3351 my %seen = map { $_->address => 1 } @cust_main_invoice;
3352 foreach my $address ( @{$arrayref} ) {
3353 next if exists $seen{$address} && $seen{$address};
3354 $seen{$address} = 1;
3355 my $cust_main_invoice = new FS::cust_main_invoice ( {
3356 'custnum' => $self->custnum,
3359 my $error = $cust_main_invoice->insert;
3360 warn $error if $error;
3364 if ( $self->custnum ) {
3366 qsearch( 'cust_main_invoice', { 'custnum' => $self->custnum } );
3373 =item check_invoicing_list ARRAYREF
3375 Checks these arguements as valid input for the invoicing_list method. If there
3376 is an error, returns the error, otherwise returns false.
3380 sub check_invoicing_list {
3381 my( $self, $arrayref ) = @_;
3383 foreach my $address ( @$arrayref ) {
3385 if ($address eq 'FAX' and $self->getfield('fax') eq '') {
3386 return 'Can\'t add FAX invoice destination with a blank FAX number.';
3389 my $cust_main_invoice = new FS::cust_main_invoice ( {
3390 'custnum' => $self->custnum,
3393 my $error = $self->custnum
3394 ? $cust_main_invoice->check
3395 : $cust_main_invoice->checkdest
3397 return $error if $error;
3401 return "Email address required"
3402 if $conf->exists('cust_main-require_invoicing_list_email', $self->agentnum)
3403 && ! grep { $_ !~ /^([A-Z]+)$/ } @$arrayref;
3408 =item set_default_invoicing_list
3410 Sets the invoicing list to all accounts associated with this customer,
3411 overwriting any previous invoicing list.
3415 sub set_default_invoicing_list {
3417 $self->invoicing_list($self->all_emails);
3422 Returns the email addresses of all accounts provisioned for this customer.
3429 foreach my $cust_pkg ( $self->all_pkgs ) {
3430 my @cust_svc = qsearch('cust_svc', { 'pkgnum' => $cust_pkg->pkgnum } );
3432 map { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3433 grep { qsearchs('svc_acct', { 'svcnum' => $_->svcnum } ) }
3435 $list{$_}=1 foreach map { $_->email } @svc_acct;
3440 =item invoicing_list_addpost
3442 Adds postal invoicing to this customer. If this customer is already configured
3443 to receive postal invoices, does nothing.
3447 sub invoicing_list_addpost {
3449 return if grep { $_ eq 'POST' } $self->invoicing_list;
3450 my @invoicing_list = $self->invoicing_list;
3451 push @invoicing_list, 'POST';
3452 $self->invoicing_list(\@invoicing_list);
3455 =item invoicing_list_emailonly
3457 Returns the list of email invoice recipients (invoicing_list without non-email
3458 destinations such as POST and FAX).
3462 sub invoicing_list_emailonly {
3464 warn "$me invoicing_list_emailonly called"
3466 grep { $_ !~ /^([A-Z]+)$/ } $self->invoicing_list;
3469 =item invoicing_list_emailonly_scalar
3471 Returns the list of email invoice recipients (invoicing_list without non-email
3472 destinations such as POST and FAX) as a comma-separated scalar.
3476 sub invoicing_list_emailonly_scalar {
3478 warn "$me invoicing_list_emailonly_scalar called"
3480 join(', ', $self->invoicing_list_emailonly);
3483 =item contact_list [ CLASSNUM, ... ]
3485 Returns a list of contacts (L<FS::contact> objects) for the customer. If
3486 a list of contact classnums is given, returns only contacts in those
3487 classes. If '0' is given, also returns contacts with no class.
3489 If no arguments are given, returns all contacts for the customer.
3497 select => 'contact.*',
3498 extra_sql => ' WHERE contact.custnum = '.$self->custnum,
3505 push @orwhere, 'contact.classnum is null';
3506 } elsif ( /^\d+$/ ) {
3507 push @classnums, $_;
3509 die "bad classnum argument '$_'";
3514 push @orwhere, 'contact.classnum IN ('.join(',', @classnums).')';
3517 $search->{extra_sql} .= ' AND (' .
3518 join(' OR ', map "( $_ )", @orwhere) .
3525 =item contact_list_email [ CLASSNUM, ... ]
3527 Same as L</contact_list>, but returns email destinations instead of contact
3528 objects. Also accepts 'invoice' as an argument, in which case this will also
3529 return the invoice email address if any.
3533 sub contact_list_email {
3541 push @classnums, $_;
3545 # if the only argument passed was 'invoice' then no classnums are
3546 # intended, so skip this.
3548 my @contacts = $self->contact_list(@classnums);
3549 foreach my $contact (@contacts) {
3550 foreach my $contact_email ($contact->contact_email) {
3551 # unlike on 4.x, we have a separate list of invoice email
3553 # make sure they're not redundant with contact emails
3554 my $dest = $contact->firstlast . ' <' . $contact_email->emailaddress . '>';
3555 $emails{ $contact_email->emailaddress } = $dest;
3559 if ( $and_invoice ) {
3560 foreach my $email ($self->invoicing_list_emailonly) {
3561 my $dest = $self->name_short . ' <' . $email . '>';
3562 $emails{ $email } ||= $dest;
3568 =item referral_custnum_cust_main
3570 Returns the customer who referred this customer (or the empty string, if
3571 this customer was not referred).
3573 Note the difference with referral_cust_main method: This method,
3574 referral_custnum_cust_main returns the single customer (if any) who referred
3575 this customer, while referral_cust_main returns an array of customers referred
3580 sub referral_custnum_cust_main {
3582 return '' unless $self->referral_custnum;
3583 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3586 =item referral_cust_main [ DEPTH [ EXCLUDE_HASHREF ] ]
3588 Returns an array of customers referred by this customer (referral_custnum set
3589 to this custnum). If DEPTH is given, recurses up to the given depth, returning
3590 customers referred by customers referred by this customer and so on, inclusive.
3591 The default behavior is DEPTH 1 (no recursion).
3593 Note the difference with referral_custnum_cust_main method: This method,
3594 referral_cust_main, returns an array of customers referred BY this customer,
3595 while referral_custnum_cust_main returns the single customer (if any) who
3596 referred this customer.
3600 sub referral_cust_main {
3602 my $depth = @_ ? shift : 1;
3603 my $exclude = @_ ? shift : {};
3606 map { $exclude->{$_->custnum}++; $_; }
3607 grep { ! $exclude->{ $_->custnum } }
3608 qsearch( 'cust_main', { 'referral_custnum' => $self->custnum } );
3612 map { $_->referral_cust_main($depth-1, $exclude) }
3619 =item referral_cust_main_ncancelled
3621 Same as referral_cust_main, except only returns customers with uncancelled
3626 sub referral_cust_main_ncancelled {
3628 grep { scalar($_->ncancelled_pkgs) } $self->referral_cust_main;
3631 =item referral_cust_pkg [ DEPTH ]
3633 Like referral_cust_main, except returns a flat list of all unsuspended (and
3634 uncancelled) packages for each customer. The number of items in this list may
3635 be useful for commission calculations (perhaps after a C<grep { my $pkgpart = $_->pkgpart; grep { $_ == $pkgpart } @commission_worthy_pkgparts> } $cust_main-> ).
3639 sub referral_cust_pkg {
3641 my $depth = @_ ? shift : 1;
3643 map { $_->unsuspended_pkgs }
3644 grep { $_->unsuspended_pkgs }
3645 $self->referral_cust_main($depth);
3648 =item referring_cust_main
3650 Returns the single cust_main record for the customer who referred this customer
3651 (referral_custnum), or false.
3655 sub referring_cust_main {
3657 return '' unless $self->referral_custnum;
3658 qsearchs('cust_main', { 'custnum' => $self->referral_custnum } );
3661 =item credit AMOUNT, REASON [ , OPTION => VALUE ... ]
3663 Applies a credit to this customer. If there is an error, returns the error,
3664 otherwise returns false.
3666 REASON can be a text string, an FS::reason object, or a scalar reference to
3667 a reasonnum. If a text string, it will be automatically inserted as a new
3668 reason, and a 'reason_type' option must be passed to indicate the
3669 FS::reason_type for the new reason.
3671 An I<addlinfo> option may be passed to set the credit's I<addlinfo> field.
3672 Likewise for I<eventnum>, I<commission_agentnum>, I<commission_salesnum> and
3673 I<commission_pkgnum>.
3675 Any other options are passed to FS::cust_credit::insert.
3680 my( $self, $amount, $reason, %options ) = @_;
3682 my $cust_credit = new FS::cust_credit {
3683 'custnum' => $self->custnum,
3684 'amount' => $amount,
3687 if ( ref($reason) ) {
3689 if ( ref($reason) eq 'SCALAR' ) {
3690 $cust_credit->reasonnum( $$reason );
3692 $cust_credit->reasonnum( $reason->reasonnum );
3696 $cust_credit->set('reason', $reason)
3699 $cust_credit->$_( delete $options{$_} )
3700 foreach grep exists($options{$_}),
3701 qw( addlinfo eventnum ),
3702 map "commission_$_", qw( agentnum salesnum pkgnum );
3704 $cust_credit->insert(%options);
3708 =item charge HASHREF || AMOUNT [ PKG [ COMMENT [ TAXCLASS ] ] ]
3710 Creates a one-time charge for this customer. If there is an error, returns
3711 the error, otherwise returns false.
3713 New-style, with a hashref of options:
3715 my $error = $cust_main->charge(
3719 'start_date' => str2time('7/4/2009'),
3720 'pkg' => 'Description',
3721 'comment' => 'Comment',
3722 'additional' => [], #extra invoice detail
3723 'classnum' => 1, #pkg_class
3725 'setuptax' => '', # or 'Y' for tax exempt
3727 'locationnum'=> 1234, # optional
3730 'taxclass' => 'Tax class',
3733 'taxproduct' => 2, #part_pkg_taxproduct
3734 'override' => {}, #XXX describe
3736 #will be filled in with the new object
3737 'cust_pkg_ref' => \$cust_pkg,
3739 #generate an invoice immediately
3741 'invoice_terms' => '', #with these terms
3747 my $error = $cust_main->charge( 54.32, 'Description', 'Comment', 'Tax class' );
3751 #super false laziness w/quotation::charge
3754 my ( $amount, $setup_cost, $quantity, $start_date, $classnum );
3755 my ( $pkg, $comment, $additional );
3756 my ( $setuptax, $taxclass ); #internal taxes
3757 my ( $taxproduct, $override ); #vendor (CCH) taxes
3759 my $separate_bill = '';
3760 my $cust_pkg_ref = '';
3761 my ( $bill_now, $invoice_terms ) = ( 0, '' );
3763 if ( ref( $_[0] ) ) {
3764 $amount = $_[0]->{amount};
3765 $setup_cost = $_[0]->{setup_cost};
3766 $quantity = exists($_[0]->{quantity}) ? $_[0]->{quantity} : 1;
3767 $start_date = exists($_[0]->{start_date}) ? $_[0]->{start_date} : '';
3768 $no_auto = exists($_[0]->{no_auto}) ? $_[0]->{no_auto} : '';
3769 $pkg = exists($_[0]->{pkg}) ? $_[0]->{pkg} : 'One-time charge';
3770 $comment = exists($_[0]->{comment}) ? $_[0]->{comment}
3771 : '$'. sprintf("%.2f",$amount);
3772 $setuptax = exists($_[0]->{setuptax}) ? $_[0]->{setuptax} : '';
3773 $taxclass = exists($_[0]->{taxclass}) ? $_[0]->{taxclass} : '';
3774 $classnum = exists($_[0]->{classnum}) ? $_[0]->{classnum} : '';
3775 $additional = $_[0]->{additional} || [];
3776 $taxproduct = $_[0]->{taxproductnum};
3777 $override = { '' => $_[0]->{tax_override} };
3778 $cust_pkg_ref = exists($_[0]->{cust_pkg_ref}) ? $_[0]->{cust_pkg_ref} : '';
3779 $bill_now = exists($_[0]->{bill_now}) ? $_[0]->{bill_now} : '';
3780 $invoice_terms = exists($_[0]->{invoice_terms}) ? $_[0]->{invoice_terms} : '';
3781 $locationnum = $_[0]->{locationnum} || $self->ship_locationnum;
3782 $separate_bill = $_[0]->{separate_bill} || '';
3788 $pkg = @_ ? shift : 'One-time charge';
3789 $comment = @_ ? shift : '$'. sprintf("%.2f",$amount);
3791 $taxclass = @_ ? shift : '';
3795 local $SIG{HUP} = 'IGNORE';
3796 local $SIG{INT} = 'IGNORE';
3797 local $SIG{QUIT} = 'IGNORE';
3798 local $SIG{TERM} = 'IGNORE';
3799 local $SIG{TSTP} = 'IGNORE';
3800 local $SIG{PIPE} = 'IGNORE';
3802 my $oldAutoCommit = $FS::UID::AutoCommit;
3803 local $FS::UID::AutoCommit = 0;
3806 my $part_pkg = new FS::part_pkg ( {
3808 'comment' => $comment,
3812 'classnum' => ( $classnum ? $classnum : '' ),
3813 'setuptax' => $setuptax,
3814 'taxclass' => $taxclass,
3815 'taxproductnum' => $taxproduct,
3816 'setup_cost' => $setup_cost,
3819 my %options = ( ( map { ("additional_info$_" => $additional->[$_] ) }
3820 ( 0 .. @$additional - 1 )
3822 'additional_count' => scalar(@$additional),
3823 'setup_fee' => $amount,
3826 my $error = $part_pkg->insert( options => \%options,
3827 tax_overrides => $override,
3830 $dbh->rollback if $oldAutoCommit;
3834 my $pkgpart = $part_pkg->pkgpart;
3835 my %type_pkgs = ( 'typenum' => $self->agent->typenum, 'pkgpart' => $pkgpart );
3836 unless ( qsearchs('type_pkgs', \%type_pkgs ) ) {
3837 my $type_pkgs = new FS::type_pkgs \%type_pkgs;
3838 $error = $type_pkgs->insert;
3840 $dbh->rollback if $oldAutoCommit;
3845 my $cust_pkg = new FS::cust_pkg ( {
3846 'custnum' => $self->custnum,
3847 'pkgpart' => $pkgpart,
3848 'quantity' => $quantity,
3849 'start_date' => $start_date,
3850 'no_auto' => $no_auto,
3851 'separate_bill' => $separate_bill,
3852 'locationnum'=> $locationnum,
3855 $error = $cust_pkg->insert;
3857 $dbh->rollback if $oldAutoCommit;
3859 } elsif ( $cust_pkg_ref ) {
3860 ${$cust_pkg_ref} = $cust_pkg;
3864 my $error = $self->bill( 'invoice_terms' => $invoice_terms,
3865 'pkg_list' => [ $cust_pkg ],
3868 $dbh->rollback if $oldAutoCommit;
3873 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
3878 #=item charge_postal_fee
3880 #Applies a one time charge this customer. If there is an error,
3881 #returns the error, returns the cust_pkg charge object or false
3882 #if there was no charge.
3886 # This should be a customer event. For that to work requires that bill
3887 # also be a customer event.
3889 sub charge_postal_fee {
3892 my $pkgpart = $conf->config('postal_invoice-fee_pkgpart', $self->agentnum);
3893 return '' unless ($pkgpart && grep { $_ eq 'POST' } $self->invoicing_list);
3895 my $cust_pkg = new FS::cust_pkg ( {
3896 'custnum' => $self->custnum,
3897 'pkgpart' => $pkgpart,
3901 my $error = $cust_pkg->insert;
3902 $error ? $error : $cust_pkg;
3905 =item cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3907 Returns all the invoices (see L<FS::cust_bill>) for this customer.
3909 Optionally, a list or hashref of additional arguments to the qsearch call can
3916 my $opt = ref($_[0]) ? shift : { @_ };
3918 #return $self->num_cust_bill unless wantarray || keys %$opt;
3920 $opt->{'table'} = 'cust_bill';
3921 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3922 $opt->{'hashref'}{'custnum'} = $self->custnum;
3923 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
3925 map { $_ } #behavior of sort undefined in scalar context
3926 sort { $a->_date <=> $b->_date }
3930 =item open_cust_bill
3932 Returns all the open (owed > 0) invoices (see L<FS::cust_bill>) for this
3937 sub open_cust_bill {
3941 'extra_sql' => ' AND '. FS::cust_bill->owed_sql. ' > 0',
3947 =item legacy_cust_bill [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3949 Returns all the legacy invoices (see L<FS::legacy_cust_bill>) for this customer.
3953 sub legacy_cust_bill {
3956 #return $self->num_legacy_cust_bill unless wantarray;
3958 map { $_ } #behavior of sort undefined in scalar context
3959 sort { $a->_date <=> $b->_date }
3960 qsearch({ 'table' => 'legacy_cust_bill',
3961 'hashref' => { 'custnum' => $self->custnum, },
3962 'order_by' => 'ORDER BY _date ASC',
3966 =item cust_statement [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
3968 Returns all the statements (see L<FS::cust_statement>) for this customer.
3970 Optionally, a list or hashref of additional arguments to the qsearch call can
3975 =item cust_bill_void
3977 Returns all the voided invoices (see L<FS::cust_bill_void>) for this customer.
3981 sub cust_bill_void {
3984 map { $_ } #return $self->num_cust_bill_void unless wantarray;
3985 sort { $a->_date <=> $b->_date }
3986 qsearch( 'cust_bill_void', { 'custnum' => $self->custnum } )
3989 sub cust_statement {
3991 my $opt = ref($_[0]) ? shift : { @_ };
3993 #return $self->num_cust_statement unless wantarray || keys %$opt;
3995 $opt->{'table'} = 'cust_statement';
3996 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
3997 $opt->{'hashref'}{'custnum'} = $self->custnum;
3998 $opt->{'order_by'} ||= 'ORDER BY _date ASC';
4000 map { $_ } #behavior of sort undefined in scalar context
4001 sort { $a->_date <=> $b->_date }
4005 =item svc_x SVCDB [ OPTION => VALUE | EXTRA_QSEARCH_PARAMS_HASHREF ]
4007 Returns all services of type SVCDB (such as 'svc_acct') for this customer.
4009 Optionally, a list or hashref of additional arguments to the qsearch call can
4010 be passed following the SVCDB.
4017 if ( ! $svcdb =~ /^svc_\w+$/ ) {
4018 warn "$me svc_x requires a svcdb";
4021 my $opt = ref($_[0]) ? shift : { @_ };
4023 $opt->{'table'} = $svcdb;
4024 $opt->{'addl_from'} =
4025 'LEFT JOIN cust_svc USING (svcnum) LEFT JOIN cust_pkg USING (pkgnum) '.
4026 ($opt->{'addl_from'} || '');
4028 my $custnum = $self->custnum;
4029 $custnum =~ /^\d+$/ or die "bad custnum '$custnum'";
4030 my $where = "cust_pkg.custnum = $custnum";
4032 my $extra_sql = $opt->{'extra_sql'} || '';
4033 if ( keys %{ $opt->{'hashref'} } ) {
4034 $extra_sql = " AND $where $extra_sql";
4037 if ( $opt->{'extra_sql'} =~ /^\s*where\s(.*)/si ) {
4038 $extra_sql = "WHERE $where AND $1";
4041 $extra_sql = "WHERE $where $extra_sql";
4044 $opt->{'extra_sql'} = $extra_sql;
4049 # required for use as an eventtable;
4052 $self->svc_x('svc_acct', @_);
4057 Returns all the credits (see L<FS::cust_credit>) for this customer.
4063 map { $_ } #return $self->num_cust_credit unless wantarray;
4064 sort { $a->_date <=> $b->_date }
4065 qsearch( 'cust_credit', { 'custnum' => $self->custnum } )
4068 =item cust_credit_pkgnum
4070 Returns all the credits (see L<FS::cust_credit>) for this customer's specific
4071 package when using experimental package balances.
4075 sub cust_credit_pkgnum {
4076 my( $self, $pkgnum ) = @_;
4077 map { $_ } #return $self->num_cust_credit_pkgnum($pkgnum) unless wantarray;
4078 sort { $a->_date <=> $b->_date }
4079 qsearch( 'cust_credit', { 'custnum' => $self->custnum,
4080 'pkgnum' => $pkgnum,
4085 =item cust_credit_void
4087 Returns all voided credits (see L<FS::cust_credit_void>) for this customer.
4091 sub cust_credit_void {
4094 sort { $a->_date <=> $b->_date }
4095 qsearch( 'cust_credit_void', { 'custnum' => $self->custnum } )
4100 Returns all the payments (see L<FS::cust_pay>) for this customer.
4106 my $opt = ref($_[0]) ? shift : { @_ };
4108 return $self->num_cust_pay unless wantarray || keys %$opt;
4110 $opt->{'table'} = 'cust_pay';
4111 $opt->{'hashref'}{'custnum'} = $self->custnum;
4113 map { $_ } #behavior of sort undefined in scalar context
4114 sort { $a->_date <=> $b->_date }
4121 Returns the number of payments (see L<FS::cust_pay>) for this customer. Also
4122 called automatically when the cust_pay method is used in a scalar context.
4128 my $sql = "SELECT COUNT(*) FROM cust_pay WHERE custnum = ?";
4129 my $sth = dbh->prepare($sql) or die dbh->errstr;
4130 $sth->execute($self->custnum) or die $sth->errstr;
4131 $sth->fetchrow_arrayref->[0];
4134 =item unapplied_cust_pay
4136 Returns all the unapplied payments (see L<FS::cust_pay>) for this customer.
4140 sub unapplied_cust_pay {
4144 'extra_sql' => ' AND '. FS::cust_pay->unapplied_sql. ' > 0',
4150 =item cust_pay_pkgnum
4152 Returns all the payments (see L<FS::cust_pay>) for this customer's specific
4153 package when using experimental package balances.
4157 sub cust_pay_pkgnum {
4158 my( $self, $pkgnum ) = @_;
4159 map { $_ } #return $self->num_cust_pay_pkgnum($pkgnum) unless wantarray;
4160 sort { $a->_date <=> $b->_date }
4161 qsearch( 'cust_pay', { 'custnum' => $self->custnum,
4162 'pkgnum' => $pkgnum,
4169 Returns all voided payments (see L<FS::cust_pay_void>) for this customer.
4175 map { $_ } #return $self->num_cust_pay_void unless wantarray;
4176 sort { $a->_date <=> $b->_date }
4177 qsearch( 'cust_pay_void', { 'custnum' => $self->custnum } )
4180 =item cust_pay_batch [ OPTION => VALUE... | EXTRA_QSEARCH_PARAMS_HASHREF ]
4182 Returns all batched payments (see L<FS::cust_pay_batch>) for this customer.
4184 Optionally, a list or hashref of additional arguments to the qsearch call can
4189 sub cust_pay_batch {
4191 my $opt = ref($_[0]) ? shift : { @_ };
4193 #return $self->num_cust_statement unless wantarray || keys %$opt;
4195 $opt->{'table'} = 'cust_pay_batch';
4196 $opt->{'hashref'} ||= {}; #i guess it would autovivify anyway...
4197 $opt->{'hashref'}{'custnum'} = $self->custnum;
4198 $opt->{'order_by'} ||= 'ORDER BY paybatchnum ASC';
4200 map { $_ } #behavior of sort undefined in scalar context
4201 sort { $a->paybatchnum <=> $b->paybatchnum }
4205 =item cust_pay_pending
4207 Returns all pending payments (see L<FS::cust_pay_pending>) for this customer
4208 (without status "done").
4212 sub cust_pay_pending {
4214 return $self->num_cust_pay_pending unless wantarray;
4215 sort { $a->_date <=> $b->_date }
4216 qsearch( 'cust_pay_pending', {
4217 'custnum' => $self->custnum,
4218 'status' => { op=>'!=', value=>'done' },
4223 =item cust_pay_pending_attempt
4225 Returns all payment attempts / declined payments for this customer, as pending
4226 payments objects (see L<FS::cust_pay_pending>), with status "done" but without
4227 a corresponding payment (see L<FS::cust_pay>).
4231 sub cust_pay_pending_attempt {
4233 return $self->num_cust_pay_pending_attempt unless wantarray;
4234 sort { $a->_date <=> $b->_date }
4235 qsearch( 'cust_pay_pending', {
4236 'custnum' => $self->custnum,
4243 =item num_cust_pay_pending
4245 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
4246 customer (without status "done"). Also called automatically when the
4247 cust_pay_pending method is used in a scalar context.
4251 sub num_cust_pay_pending {
4254 " SELECT COUNT(*) FROM cust_pay_pending ".
4255 " WHERE custnum = ? AND status != 'done' ",
4260 =item num_cust_pay_pending_attempt
4262 Returns the number of pending payments (see L<FS::cust_pay_pending>) for this
4263 customer, with status "done" but without a corresp. Also called automatically when the
4264 cust_pay_pending method is used in a scalar context.
4268 sub num_cust_pay_pending_attempt {
4271 " SELECT COUNT(*) FROM cust_pay_pending ".
4272 " WHERE custnum = ? AND status = 'done' AND paynum IS NULL",
4279 Returns all the refunds (see L<FS::cust_refund>) for this customer.
4285 map { $_ } #return $self->num_cust_refund unless wantarray;
4286 sort { $a->_date <=> $b->_date }
4287 qsearch( 'cust_refund', { 'custnum' => $self->custnum } )
4290 =item display_custnum
4292 Returns the displayed customer number for this customer: agent_custid if
4293 cust_main-default_agent_custid is set and it has a value, custnum otherwise.
4297 sub display_custnum {
4300 return $self->agent_custid
4301 if $default_agent_custid && $self->agent_custid;
4303 my $prefix = $conf->config('cust_main-custnum-display_prefix', $self->agentnum) || '';
4307 sprintf('%0'.($custnum_display_length||8).'d', $self->custnum)
4308 } elsif ( $custnum_display_length ) {
4309 return sprintf('%0'.$custnum_display_length.'d', $self->custnum);
4311 return $self->custnum;
4317 Returns a name string for this customer, either "Company (Last, First)" or
4324 my $name = $self->contact;
4325 $name = $self->company. " ($name)" if $self->company;
4329 =item service_contact
4331 Returns the L<FS::contact> object for this customer that has the 'Service'
4332 contact class, or undef if there is no such contact. Deprecated; don't use
4337 sub service_contact {
4339 if ( !exists($self->{service_contact}) ) {
4340 my $classnum = $self->scalar_sql(
4341 'SELECT classnum FROM contact_class WHERE classname = \'Service\''
4342 ) || 0; #if it's zero, qsearchs will return nothing
4343 $self->{service_contact} = qsearchs('contact', {
4344 'classnum' => $classnum, 'custnum' => $self->custnum
4347 $self->{service_contact};
4352 Returns a name string for this (service/shipping) contact, either
4353 "Company (Last, First)" or "Last, First".
4360 my $name = $self->ship_contact;
4361 $name = $self->company. " ($name)" if $self->company;
4367 Returns a name string for this customer, either "Company" or "First Last".
4373 $self->company !~ /^\s*$/ ? $self->company : $self->contact_firstlast;
4376 =item ship_name_short
4378 Returns a name string for this (service/shipping) contact, either "Company"
4383 sub ship_name_short {
4385 $self->service_contact
4386 ? $self->ship_contact_firstlast
4392 Returns this customer's full (billing) contact name only, "Last, First"
4398 $self->get('last'). ', '. $self->first;
4403 Returns this customer's full (shipping) contact name only, "Last, First"
4409 my $contact = $self->service_contact || $self;
4410 $contact->get('last') . ', ' . $contact->get('first');
4413 =item contact_firstlast
4415 Returns this customers full (billing) contact name only, "First Last".
4419 sub contact_firstlast {
4421 $self->first. ' '. $self->get('last');
4424 =item ship_contact_firstlast
4426 Returns this customer's full (shipping) contact name only, "First Last".
4430 sub ship_contact_firstlast {
4432 my $contact = $self->service_contact || $self;
4433 $contact->get('first') . ' '. $contact->get('last');
4436 sub bill_country_full {
4438 $self->bill_location->country_full;
4441 sub ship_country_full {
4443 $self->ship_location->country_full;
4446 =item county_state_county [ PREFIX ]
4448 Returns a string consisting of just the county, state and country.
4452 sub county_state_country {
4455 if ( @_ && $_[0] && $self->has_ship_address ) {
4456 $locationnum = $self->ship_locationnum;
4458 $locationnum = $self->bill_locationnum;
4460 my $cust_location = qsearchs('cust_location', { locationnum=>$locationnum });
4461 $cust_location->county_state_country;
4464 =item geocode DATA_VENDOR
4466 Returns a value for the customer location as encoded by DATA_VENDOR.
4467 Currently this only makes sense for "CCH" as DATA_VENDOR.
4475 Returns a status string for this customer, currently:
4479 =item prospect - No packages have ever been ordered
4481 =item ordered - Recurring packages all are new (not yet billed).
4483 =item active - One or more recurring packages is active
4485 =item inactive - No active recurring packages, but otherwise unsuspended/uncancelled (the inactive status is new - previously inactive customers were mis-identified as cancelled)
4487 =item suspended - All non-cancelled recurring packages are suspended
4489 =item cancelled - All recurring packages are cancelled
4493 Behavior of inactive vs. cancelled edge cases can be adjusted with the
4494 cust_main-status_module configuration option.
4498 sub status { shift->cust_status(@_); }
4502 return $self->hashref->{cust_status} if $self->hashref->{cust_status};
4503 for my $status ( FS::cust_main->statuses() ) {
4504 my $method = $status.'_sql';
4505 my $numnum = ( my $sql = $self->$method() ) =~ s/cust_main\.custnum/?/g;
4506 my $sth = dbh->prepare("SELECT $sql") or die dbh->errstr;
4507 $sth->execute( ($self->custnum) x $numnum )
4508 or die "Error executing 'SELECT $sql': ". $sth->errstr;
4509 if ( $sth->fetchrow_arrayref->[0] ) {
4510 $self->hashref->{cust_status} = $status;
4516 =item is_status_delay_cancel
4518 Returns true if customer status is 'suspended'
4519 and all suspended cust_pkg return true for
4520 cust_pkg->is_status_delay_cancel.
4522 This is not a real status, this only meant for hacking display
4523 values, because otherwise treating the customer as suspended is
4524 really the whole point of the delay_cancel option.
4528 sub is_status_delay_cancel {
4530 return 0 unless $self->status eq 'suspended';
4531 foreach my $cust_pkg ($self->ncancelled_pkgs) {
4532 return 0 unless $cust_pkg->is_status_delay_cancel;
4537 =item ucfirst_cust_status
4539 =item ucfirst_status
4541 Returns the status with the first character capitalized.
4545 sub ucfirst_status { shift->ucfirst_cust_status(@_); }
4547 sub ucfirst_cust_status {
4549 ucfirst($self->cust_status);
4554 Returns a hex triplet color string for this customer's status.
4558 sub statuscolor { shift->cust_statuscolor(@_); }
4560 sub cust_statuscolor {
4562 __PACKAGE__->statuscolors->{$self->cust_status};
4565 =item tickets [ STATUS ]
4567 Returns an array of hashes representing the customer's RT tickets.
4569 An optional status (or arrayref or hashref of statuses) may be specified.
4575 my $status = ( @_ && $_[0] ) ? shift : '';
4577 my $num = $conf->config('cust_main-max_tickets') || 10;
4580 if ( $conf->config('ticket_system') ) {
4581 unless ( $conf->config('ticket_system-custom_priority_field') ) {
4583 @tickets = @{ FS::TicketSystem->customer_tickets( $self->custnum,
4592 foreach my $priority (
4593 $conf->config('ticket_system-custom_priority_field-values'), ''
4595 last if scalar(@tickets) >= $num;
4597 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4598 $num - scalar(@tickets),
4609 =item appointments [ STATUS ]
4611 Returns an array of hashes representing the customer's RT tickets which
4618 my $status = ( @_ && $_[0] ) ? shift : '';
4620 return () unless $conf->config('ticket_system');
4622 my $queueid = $conf->config('ticket_system-appointment-queueid');
4624 @{ FS::TicketSystem->customer_tickets( $self->custnum,
4633 # Return services representing svc_accts in customer support packages
4634 sub support_services {
4636 my %packages = map { $_ => 1 } $conf->config('support_packages');
4638 grep { $_->pkg_svc && $_->pkg_svc->primary_svc eq 'Y' }
4639 grep { $_->part_svc->svcdb eq 'svc_acct' }
4640 map { $_->cust_svc }
4641 grep { exists $packages{ $_->pkgpart } }
4642 $self->ncancelled_pkgs;
4646 # Return a list of latitude/longitude for one of the services (if any)
4647 sub service_coordinates {
4651 grep { $_->latitude && $_->longitude }
4653 map { $_->cust_svc }
4654 $self->ncancelled_pkgs;
4656 scalar(@svc_X) ? ( $svc_X[0]->latitude, $svc_X[0]->longitude ) : ()
4661 Returns a masked version of the named field
4666 my ($self,$field) = @_;
4670 'x'x(length($self->getfield($field))-4).
4671 substr($self->getfield($field), (length($self->getfield($field))-4));
4675 =item payment_history
4677 Returns an array of hashrefs standardizing information from cust_bill, cust_pay,
4678 cust_credit and cust_refund objects. Each hashref has the following fields:
4680 I<type> - one of 'Line item', 'Invoice', 'Payment', 'Credit', 'Refund' or 'Previous'
4682 I<date> - value of _date field, unix timestamp
4684 I<date_pretty> - user-friendly date
4686 I<description> - user-friendly description of item
4688 I<amount> - impact of item on user's balance
4689 (positive for Invoice/Refund/Line item, negative for Payment/Credit.)
4690 Not to be confused with the native 'amount' field in cust_credit, see below.
4692 I<amount_pretty> - includes money char
4694 I<balance> - customer balance, chronologically as of this item
4696 I<balance_pretty> - includes money char
4698 I<charged> - amount charged for cust_bill (Invoice or Line item) records, undef for other types
4700 I<paid> - amount paid for cust_pay records, undef for other types
4702 I<credit> - amount credited for cust_credit records, undef for other types.
4703 Literally the 'amount' field from cust_credit, renamed here to avoid confusion.
4705 I<refund> - amount refunded for cust_refund records, undef for other types
4707 The four table-specific keys always have positive values, whether they reflect charges or payments.
4709 The following options may be passed to this method:
4711 I<line_items> - if true, returns charges ('Line item') rather than invoices
4713 I<start_date> - unix timestamp, only include records on or after.
4714 If specified, an item of type 'Previous' will also be included.
4715 It does not have table-specific fields.
4717 I<end_date> - unix timestamp, only include records before
4719 I<reverse_sort> - order from newest to oldest (default is oldest to newest)
4721 I<conf> - optional already-loaded FS::Conf object.
4725 # Caution: this gets used by FS::ClientAPI::MyAccount::billing_history,
4726 # and also for sending customer statements, which should both be kept customer-friendly.
4727 # If you add anything that shouldn't be passed on through the API or exposed
4728 # to customers, add a new option to include it, don't include it by default
4729 sub payment_history {
4731 my $opt = ref($_[0]) ? $_[0] : { @_ };
4733 my $conf = $$opt{'conf'} || new FS::Conf;
4734 my $money_char = $conf->config("money_char") || '$',
4736 #first load entire history,
4737 #need previous to calculate previous balance
4738 #loading after end_date shouldn't hurt too much?
4740 if ( $$opt{'line_items'} ) {
4742 foreach my $cust_bill ( $self->cust_bill ) {
4745 'type' => 'Line item',
4746 'description' => $_->desc( $self->locale ).
4747 ( $_->sdate && $_->edate
4748 ? ' '. time2str('%d-%b-%Y', $_->sdate).
4749 ' To '. time2str('%d-%b-%Y', $_->edate)
4752 'amount' => sprintf('%.2f', $_->setup + $_->recur ),
4753 'charged' => sprintf('%.2f', $_->setup + $_->recur ),
4754 'date' => $cust_bill->_date,
4755 'date_pretty' => $self->time2str_local('short', $cust_bill->_date ),
4757 foreach $cust_bill->cust_bill_pkg;
4764 'type' => 'Invoice',
4765 'description' => 'Invoice #'. $_->display_invnum,
4766 'amount' => sprintf('%.2f', $_->charged ),
4767 'charged' => sprintf('%.2f', $_->charged ),
4768 'date' => $_->_date,
4769 'date_pretty' => $self->time2str_local('short', $_->_date ),
4771 foreach $self->cust_bill;
4776 'type' => 'Payment',
4777 'description' => 'Payment', #XXX type
4778 'amount' => sprintf('%.2f', 0 - $_->paid ),
4779 'paid' => sprintf('%.2f', $_->paid ),
4780 'date' => $_->_date,
4781 'date_pretty' => $self->time2str_local('short', $_->_date ),
4783 foreach $self->cust_pay;
4787 'description' => 'Credit', #more info?
4788 'amount' => sprintf('%.2f', 0 -$_->amount ),
4789 'credit' => sprintf('%.2f', $_->amount ),
4790 'date' => $_->_date,
4791 'date_pretty' => $self->time2str_local('short', $_->_date ),
4793 foreach $self->cust_credit;
4797 'description' => 'Refund', #more info? type, like payment?
4798 'amount' => $_->refund,
4799 'refund' => $_->refund,
4800 'date' => $_->_date,
4801 'date_pretty' => $self->time2str_local('short', $_->_date ),
4803 foreach $self->cust_refund;
4805 #put it all in chronological order
4806 @history = sort { $a->{'date'} <=> $b->{'date'} } @history;
4808 #calculate balance, filter items outside date range
4812 foreach my $item (@history) {
4813 last if $$opt{'end_date'} && ($$item{'date'} >= $$opt{'end_date'});
4814 $balance += $$item{'amount'};
4815 if ($$opt{'start_date'} && ($$item{'date'} < $$opt{'start_date'})) {
4816 $previous += $$item{'amount'};
4819 $$item{'balance'} = sprintf("%.2f",$balance);
4820 foreach my $key ( qw(amount balance) ) {
4821 $$item{$key.'_pretty'} = money_pretty($$item{$key});
4826 # start with previous balance, if there was one
4829 'type' => 'Previous',
4830 'description' => 'Previous balance',
4831 'amount' => sprintf("%.2f",$previous),
4832 'balance' => sprintf("%.2f",$previous),
4833 'date' => $$opt{'start_date'},
4834 'date_pretty' => $self->time2str_local('short', $$opt{'start_date'} ),
4836 #false laziness with above
4837 foreach my $key ( qw(amount balance) ) {
4838 $$item{$key.'_pretty'} = $$item{$key};
4839 $$item{$key.'_pretty'} =~ s/^(-?)/$1$money_char/;
4841 unshift(@out,$item);
4844 @out = reverse @history if $$opt{'reverse_sort'};
4851 =head1 CLASS METHODS
4857 Class method that returns the list of possible status strings for customers
4858 (see L<the status method|/status>). For example:
4860 @statuses = FS::cust_main->statuses();
4866 keys %{ $self->statuscolors };
4869 =item cust_status_sql
4871 Returns an SQL fragment to determine the status of a cust_main record, as a
4876 sub cust_status_sql {
4878 for my $status ( FS::cust_main->statuses() ) {
4879 my $method = $status.'_sql';
4880 $sql .= ' WHEN ('.FS::cust_main->$method.") THEN '$status'";
4889 Returns an SQL expression identifying prospective cust_main records (customers
4890 with no packages ever ordered)
4894 use vars qw($select_count_pkgs);
4895 $select_count_pkgs =
4896 "SELECT COUNT(*) FROM cust_pkg
4897 WHERE cust_pkg.custnum = cust_main.custnum";
4899 sub select_count_pkgs_sql {
4904 " 0 = ( $select_count_pkgs ) ";
4909 Returns an SQL expression identifying ordered cust_main records (customers with
4910 no active packages, but recurring packages not yet setup or one time charges
4916 FS::cust_main->none_active_sql.
4917 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->not_yet_billed_sql. " ) ";
4922 Returns an SQL expression identifying active cust_main records (customers with
4923 active recurring packages).
4928 " 0 < ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4931 =item none_active_sql
4933 Returns an SQL expression identifying cust_main records with no active
4934 recurring packages. This includes customers of status prospect, ordered,
4935 inactive, and suspended.
4939 sub none_active_sql {
4940 " 0 = ( $select_count_pkgs AND ". FS::cust_pkg->active_sql. " ) ";
4945 Returns an SQL expression identifying inactive cust_main records (customers with
4946 no active recurring packages, but otherwise unsuspended/uncancelled).
4951 FS::cust_main->none_active_sql.
4952 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->inactive_sql. " ) ";
4958 Returns an SQL expression identifying suspended cust_main records.
4963 sub suspended_sql { susp_sql(@_); }
4965 FS::cust_main->none_active_sql.
4966 " AND 0 < ( $select_count_pkgs AND ". FS::cust_pkg->suspended_sql. " ) ";
4972 Returns an SQL expression identifying cancelled cust_main records.
4976 sub cancel_sql { shift->cancelled_sql(@_); }
4979 =item uncancelled_sql
4981 Returns an SQL expression identifying un-cancelled cust_main records.
4985 sub uncancelled_sql { uncancel_sql(@_); }
4988 "( NOT (".$self->cancelled_sql.") )"; #sensitive to cust_main-status_module
4993 Returns an SQL fragment to retreive the balance.
4998 ( SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill
4999 WHERE cust_bill.custnum = cust_main.custnum )
5000 - ( SELECT COALESCE( SUM(paid), 0 ) FROM cust_pay
5001 WHERE cust_pay.custnum = cust_main.custnum )
5002 - ( SELECT COALESCE( SUM(amount), 0 ) FROM cust_credit
5003 WHERE cust_credit.custnum = cust_main.custnum )
5004 + ( SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund
5005 WHERE cust_refund.custnum = cust_main.custnum )
5008 =item balance_date_sql [ START_TIME [ END_TIME [ OPTION => VALUE ... ] ] ]
5010 Returns an SQL fragment to retreive the balance for this customer, optionally
5011 considering invoices with date earlier than START_TIME, and not
5012 later than END_TIME (total_owed_date minus total_unapplied_credits minus
5013 total_unapplied_payments).
5015 Times are specified as SQL fragments or numeric
5016 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5017 L<Date::Parse> for conversion functions. The empty string can be passed
5018 to disable that time constraint completely.
5020 Available options are:
5024 =item unapplied_date
5026 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)
5031 set to true to remove all customer comparison clauses, for totals
5036 WHERE clause hashref (elements "AND"ed together) (typically used with the total option)
5041 JOIN clause (typically used with the total option)
5045 An absolute cutoff time. Payments, credits, and refunds I<applied> after this
5046 time will be ignored. Note that START_TIME and END_TIME only limit the date
5047 range for invoices and I<unapplied> payments, credits, and refunds.
5053 sub balance_date_sql {
5054 my( $class, $start, $end, %opt ) = @_;
5056 my $cutoff = $opt{'cutoff'};
5058 my $owed = FS::cust_bill->owed_sql($cutoff);
5059 my $unapp_refund = FS::cust_refund->unapplied_sql($cutoff);
5060 my $unapp_credit = FS::cust_credit->unapplied_sql($cutoff);
5061 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5063 my $j = $opt{'join'} || '';
5065 my $owed_wh = $class->_money_table_where( 'cust_bill', $start,$end,%opt );
5066 my $refund_wh = $class->_money_table_where( 'cust_refund', $start,$end,%opt );
5067 my $credit_wh = $class->_money_table_where( 'cust_credit', $start,$end,%opt );
5068 my $pay_wh = $class->_money_table_where( 'cust_pay', $start,$end,%opt );
5070 " ( SELECT COALESCE(SUM($owed), 0) FROM cust_bill $j $owed_wh )
5071 + ( SELECT COALESCE(SUM($unapp_refund), 0) FROM cust_refund $j $refund_wh )
5072 - ( SELECT COALESCE(SUM($unapp_credit), 0) FROM cust_credit $j $credit_wh )
5073 - ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $j $pay_wh )
5078 =item unapplied_payments_date_sql START_TIME [ END_TIME ]
5080 Returns an SQL fragment to retreive the total unapplied payments for this
5081 customer, only considering payments with date earlier than START_TIME, and
5082 optionally not later than END_TIME.
5084 Times are specified as SQL fragments or numeric
5085 UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
5086 L<Date::Parse> for conversion functions. The empty string can be passed
5087 to disable that time constraint completely.
5089 Available options are:
5093 sub unapplied_payments_date_sql {
5094 my( $class, $start, $end, %opt ) = @_;
5096 my $cutoff = $opt{'cutoff'};
5098 my $unapp_pay = FS::cust_pay->unapplied_sql($cutoff);
5100 my $pay_where = $class->_money_table_where( 'cust_pay', $start, $end,
5101 'unapplied_date'=>1 );
5103 " ( SELECT COALESCE(SUM($unapp_pay), 0) FROM cust_pay $pay_where ) ";
5106 =item _money_table_where TABLE START_TIME [ END_TIME [ OPTION => VALUE ... ] ]
5108 Helper method for balance_date_sql; name (and usage) subject to change
5109 (suggestions welcome).
5111 Returns a WHERE clause for the specified monetary TABLE (cust_bill,
5112 cust_refund, cust_credit or cust_pay).
5114 If TABLE is "cust_bill" or the unapplied_date option is true, only
5115 considers records with date earlier than START_TIME, and optionally not
5116 later than END_TIME .
5120 sub _money_table_where {
5121 my( $class, $table, $start, $end, %opt ) = @_;
5124 push @where, "cust_main.custnum = $table.custnum" unless $opt{'total'};
5125 if ( $table eq 'cust_bill' || $opt{'unapplied_date'} ) {
5126 push @where, "$table._date <= $start" if defined($start) && length($start);
5127 push @where, "$table._date > $end" if defined($end) && length($end);
5129 push @where, @{$opt{'where'}} if $opt{'where'};
5130 my $where = scalar(@where) ? 'WHERE '. join(' AND ', @where ) : '';
5136 #for dyanmic FS::$table->search in httemplate/misc/email_customers.html
5137 use FS::cust_main::Search;
5140 FS::cust_main::Search->search(@_);
5155 #warn join('-',keys %$param);
5156 my $fh = $param->{filehandle};
5157 my $agentnum = $param->{agentnum};
5158 my $format = $param->{format};
5160 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
5163 if ( $format eq 'simple' ) {
5164 @fields = qw( custnum agent_custid amount pkg );
5166 die "unknown format $format";
5169 eval "use Text::CSV_XS;";
5172 my $csv = new Text::CSV_XS;
5179 local $SIG{HUP} = 'IGNORE';
5180 local $SIG{INT} = 'IGNORE';
5181 local $SIG{QUIT} = 'IGNORE';
5182 local $SIG{TERM} = 'IGNORE';
5183 local $SIG{TSTP} = 'IGNORE';
5184 local $SIG{PIPE} = 'IGNORE';
5186 my $oldAutoCommit = $FS::UID::AutoCommit;
5187 local $FS::UID::AutoCommit = 0;
5190 #while ( $columns = $csv->getline($fh) ) {
5192 while ( defined($line=<$fh>) ) {
5194 $csv->parse($line) or do {
5195 $dbh->rollback if $oldAutoCommit;
5196 return "can't parse: ". $csv->error_input();
5199 my @columns = $csv->fields();
5200 #warn join('-',@columns);
5203 foreach my $field ( @fields ) {
5204 $row{$field} = shift @columns;
5207 if ( $row{custnum} && $row{agent_custid} ) {
5208 dbh->rollback if $oldAutoCommit;
5209 return "can't specify custnum with agent_custid $row{agent_custid}";
5213 if ( $row{agent_custid} && $agentnum ) {
5214 %hash = ( 'agent_custid' => $row{agent_custid},
5215 'agentnum' => $agentnum,
5219 if ( $row{custnum} ) {
5220 %hash = ( 'custnum' => $row{custnum} );
5223 unless ( scalar(keys %hash) ) {
5224 $dbh->rollback if $oldAutoCommit;
5225 return "can't find customer without custnum or agent_custid and agentnum";
5228 my $cust_main = qsearchs('cust_main', { %hash } );
5229 unless ( $cust_main ) {
5230 $dbh->rollback if $oldAutoCommit;
5231 my $custnum = $row{custnum} || $row{agent_custid};
5232 return "unknown custnum $custnum";
5235 if ( $row{'amount'} > 0 ) {
5236 my $error = $cust_main->charge($row{'amount'}, $row{'pkg'});
5238 $dbh->rollback if $oldAutoCommit;
5242 } elsif ( $row{'amount'} < 0 ) {
5243 my $error = $cust_main->credit( sprintf( "%.2f", 0-$row{'amount'} ),
5246 $dbh->rollback if $oldAutoCommit;
5256 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
5258 return "Empty file!" unless $imported;
5264 =item notify CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5266 Deprecated. Use event notification and message templates
5267 (L<FS::msg_template>) instead.
5269 Sends a templated email notification to the customer (see L<Text::Template>).
5271 OPTIONS is a hash and may include
5273 I<from> - the email sender (default is invoice_from)
5275 I<to> - comma-separated scalar or arrayref of recipients
5276 (default is invoicing_list)
5278 I<subject> - The subject line of the sent email notification
5279 (default is "Notice from company_name")
5281 I<extra_fields> - a hashref of name/value pairs which will be substituted
5284 The following variables are vavailable in the template.
5286 I<$first> - the customer first name
5287 I<$last> - the customer last name
5288 I<$company> - the customer company
5289 I<$payby> - a description of the method of payment for the customer
5290 # would be nice to use FS::payby::shortname
5291 I<$payinfo> - the account information used to collect for this customer
5292 I<$expdate> - the expiration of the customer payment in seconds from epoch
5297 my ($self, $template, %options) = @_;
5299 return unless $conf->exists($template);
5301 my $from = $conf->invoice_from_full($self->agentnum)
5302 if $conf->exists('invoice_from', $self->agentnum);
5303 $from = $options{from} if exists($options{from});
5305 my $to = join(',', $self->invoicing_list_emailonly);
5306 $to = $options{to} if exists($options{to});
5308 my $subject = "Notice from " . $conf->config('company_name', $self->agentnum)
5309 if $conf->exists('company_name', $self->agentnum);
5310 $subject = $options{subject} if exists($options{subject});
5312 my $notify_template = new Text::Template (TYPE => 'ARRAY',
5313 SOURCE => [ map "$_\n",
5314 $conf->config($template)]
5316 or die "can't create new Text::Template object: Text::Template::ERROR";
5317 $notify_template->compile()
5318 or die "can't compile template: Text::Template::ERROR";
5320 $FS::notify_template::_template::company_name =
5321 $conf->config('company_name', $self->agentnum);
5322 $FS::notify_template::_template::company_address =
5323 join("\n", $conf->config('company_address', $self->agentnum) ). "\n";
5325 my $paydate = $self->paydate || '2037-12-31';
5326 $FS::notify_template::_template::first = $self->first;
5327 $FS::notify_template::_template::last = $self->last;
5328 $FS::notify_template::_template::company = $self->company;
5329 $FS::notify_template::_template::payinfo = $self->mask_payinfo;
5330 my $payby = $self->payby;
5331 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5332 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5334 #credit cards expire at the end of the month/year of their exp date
5335 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5336 $FS::notify_template::_template::payby = 'credit card';
5337 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5338 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5340 }elsif ($payby eq 'COMP') {
5341 $FS::notify_template::_template::payby = 'complimentary account';
5343 $FS::notify_template::_template::payby = 'current method';
5345 $FS::notify_template::_template::expdate = $expire_time;
5347 for (keys %{$options{extra_fields}}){
5349 ${"FS::notify_template::_template::$_"} = $options{extra_fields}->{$_};
5352 send_email(from => $from,
5354 subject => $subject,
5355 body => $notify_template->fill_in( PACKAGE =>
5356 'FS::notify_template::_template' ),
5361 =item generate_letter CUSTOMER_OBJECT TEMPLATE_NAME OPTIONS
5363 Generates a templated notification to the customer (see L<Text::Template>).
5365 OPTIONS is a hash and may include
5367 I<extra_fields> - a hashref of name/value pairs which will be substituted
5368 into the template. These values may override values mentioned below
5369 and those from the customer record.
5371 I<template_text> - if present, ignores TEMPLATE_NAME and uses the provided text
5373 The following variables are available in the template instead of or in addition
5374 to the fields of the customer record.
5376 I<$payby> - a description of the method of payment for the customer
5377 # would be nice to use FS::payby::shortname
5378 I<$payinfo> - the masked account information used to collect for this customer
5379 I<$expdate> - the expiration of the customer payment method in seconds from epoch
5380 I<$returnaddress> - the return address defaults to invoice_latexreturnaddress or company_address
5384 # a lot like cust_bill::print_latex
5385 sub generate_letter {
5386 my ($self, $template, %options) = @_;
5388 warn "Template $template does not exist" && return
5389 unless $conf->exists($template) || $options{'template_text'};
5391 my $template_source = $options{'template_text'}
5392 ? [ $options{'template_text'} ]
5393 : [ map "$_\n", $conf->config($template) ];
5395 my $letter_template = new Text::Template
5397 SOURCE => $template_source,
5398 DELIMITERS => [ '[@--', '--@]' ],
5400 or die "can't create new Text::Template object: Text::Template::ERROR";
5402 $letter_template->compile()
5403 or die "can't compile template: Text::Template::ERROR";
5405 my %letter_data = map { $_ => $self->$_ } $self->fields;
5406 $letter_data{payinfo} = $self->mask_payinfo;
5408 #my $paydate = $self->paydate || '2037-12-31';
5409 my $paydate = $self->paydate =~ /^\S+$/ ? $self->paydate : '2037-12-31';
5411 my $payby = $self->payby;
5412 my ($payyear,$paymonth,$payday) = split (/-/,$paydate);
5413 my $expire_time = timelocal(0,0,0,$payday,--$paymonth,$payyear);
5415 #credit cards expire at the end of the month/year of their exp date
5416 if ($payby eq 'CARD' || $payby eq 'DCRD') {
5417 $letter_data{payby} = 'credit card';
5418 ($paymonth < 11) ? $paymonth++ : ($paymonth=0, $payyear++);
5419 $expire_time = timelocal(0,0,0,$payday,$paymonth,$payyear);
5421 }elsif ($payby eq 'COMP') {
5422 $letter_data{payby} = 'complimentary account';
5424 $letter_data{payby} = 'current method';
5426 $letter_data{expdate} = $expire_time;
5428 for (keys %{$options{extra_fields}}){
5429 $letter_data{$_} = $options{extra_fields}->{$_};
5432 unless(exists($letter_data{returnaddress})){
5433 my $retadd = join("\n", $conf->config_orbase( 'invoice_latexreturnaddress',
5434 $self->agent_template)
5436 if ( length($retadd) ) {
5437 $letter_data{returnaddress} = $retadd;
5438 } elsif ( grep /\S/, $conf->config('company_address', $self->agentnum) ) {
5439 $letter_data{returnaddress} =
5440 join( "\n", map { s/( {2,})/'~' x length($1)/eg;
5444 ( $conf->config('company_name', $self->agentnum),
5445 $conf->config('company_address', $self->agentnum),
5449 $letter_data{returnaddress} = '~';
5453 $letter_data{conf_dir} = "$FS::UID::conf_dir/conf.$FS::UID::datasrc";
5455 $letter_data{company_name} = $conf->config('company_name', $self->agentnum);
5457 my $dir = $FS::UID::conf_dir."/cache.". $FS::UID::datasrc;
5459 my $lh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5463 ) or die "can't open temp file: $!\n";
5464 print $lh $conf->config_binary('logo.eps', $self->agentnum)
5465 or die "can't write temp file: $!\n";
5467 $letter_data{'logo_file'} = $lh->filename;
5469 my $fh = new File::Temp( TEMPLATE => 'letter.'. $self->custnum. '.XXXXXXXX',
5473 ) or die "can't open temp file: $!\n";
5475 $letter_template->fill_in( OUTPUT => $fh, HASH => \%letter_data );
5477 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
5478 return ($1, $letter_data{'logo_file'});
5482 =item print_ps TEMPLATE
5484 Returns an postscript letter filled in from TEMPLATE, as a scalar.
5490 my($file, $lfile) = $self->generate_letter(@_);
5491 my $ps = FS::Misc::generate_ps($file);
5492 unlink($file.'.tex');
5498 =item print TEMPLATE
5500 Prints the filled in template.
5502 TEMPLATE is the name of a L<Text::Template> to fill in and print.
5506 sub queueable_print {
5509 my $self = qsearchs('cust_main', { 'custnum' => $opt{custnum} } )
5510 or die "invalid customer number: " . $opt{custnum};
5512 my $error = $self->print( { 'template' => $opt{template} } );
5513 die $error if $error;
5517 my ($self, $template) = (shift, shift);
5519 [ $self->print_ps($template) ],
5520 'agentnum' => $self->agentnum,
5524 #these three subs should just go away once agent stuff is all config overrides
5526 sub agent_template {
5528 $self->_agent_plandata('agent_templatename');
5531 sub agent_invoice_from {
5533 $self->_agent_plandata('agent_invoice_from');
5536 sub _agent_plandata {
5537 my( $self, $option ) = @_;
5539 #yuck. this whole thing needs to be reconciled better with 1.9's idea of
5540 #agent-specific Conf
5542 use FS::part_event::Condition;
5544 my $agentnum = $self->agentnum;
5546 my $regexp = regexp_sql();
5548 my $part_event_option =
5550 'select' => 'part_event_option.*',
5551 'table' => 'part_event_option',
5553 LEFT JOIN part_event USING ( eventpart )
5554 LEFT JOIN part_event_option AS peo_agentnum
5555 ON ( part_event.eventpart = peo_agentnum.eventpart
5556 AND peo_agentnum.optionname = 'agentnum'
5557 AND peo_agentnum.optionvalue }. $regexp. q{ '(^|,)}. $agentnum. q{(,|$)'
5559 LEFT JOIN part_event_condition
5560 ON ( part_event.eventpart = part_event_condition.eventpart
5561 AND part_event_condition.conditionname = 'cust_bill_age'
5563 LEFT JOIN part_event_condition_option
5564 ON ( part_event_condition.eventconditionnum = part_event_condition_option.eventconditionnum
5565 AND part_event_condition_option.optionname = 'age'
5568 #'hashref' => { 'optionname' => $option },
5569 #'hashref' => { 'part_event_option.optionname' => $option },
5571 " WHERE part_event_option.optionname = ". dbh->quote($option).
5572 " AND action = 'cust_bill_send_agent' ".
5573 " AND ( disabled IS NULL OR disabled != 'Y' ) ".
5574 " AND peo_agentnum.optionname = 'agentnum' ".
5575 " AND ( agentnum IS NULL OR agentnum = $agentnum ) ".
5577 CASE WHEN part_event_condition_option.optionname IS NULL
5579 ELSE ". FS::part_event::Condition->age2seconds_sql('part_event_condition_option.optionvalue').
5581 , part_event.weight".
5585 unless ( $part_event_option ) {
5586 return $self->agent->invoice_template || ''
5587 if $option eq 'agent_templatename';
5591 $part_event_option->optionvalue;
5595 =item queued_bill 'custnum' => CUSTNUM [ , OPTION => VALUE ... ]
5597 Subroutine (not a method), designed to be called from the queue.
5599 Takes a list of options and values.
5601 Pulls up the customer record via the custnum option and calls bill_and_collect.
5606 my (%args) = @_; #, ($time, $invoice_time, $check_freq, $resetup) = @_;
5608 my $cust_main = qsearchs( 'cust_main', { custnum => $args{'custnum'} } );
5609 warn 'bill_and_collect custnum#'. $cust_main->custnum. "\n";#log custnum w/pid
5611 #without this errors don't get rolled back
5612 $args{'fatal'} = 1; # runs from job queue, will be caught
5614 $cust_main->bill_and_collect( %args );
5617 sub process_bill_and_collect {
5619 my $param = thaw(decode_base64(shift));
5620 my $cust_main = qsearchs( 'cust_main', { custnum => $param->{'custnum'} } )
5621 or die "custnum '$param->{custnum}' not found!\n";
5622 $param->{'job'} = $job;
5623 $param->{'fatal'} = 1; # runs from job queue, will be caught
5624 $param->{'retry'} = 1;
5626 $cust_main->bill_and_collect( %$param );
5629 #starting to take quite a while for big dbs
5630 # (JRNL: journaled so it only happens once per database)
5631 # - seq scan of h_cust_main (yuck), but not going to index paycvv, so
5632 # JRNL seq scan of cust_main on signupdate... index signupdate? will that help?
5633 # JRNL seq scan of cust_main on paydate... index on substrings? maybe set an
5634 # JRNL seq scan of cust_main on payinfo.. certainly not going toi ndex that...
5635 # JRNL leading/trailing spaces in first, last, company
5636 # - otaker upgrade? journal and call it good? (double check to make sure
5637 # we're not still setting otaker here)
5639 #only going to get worse with new location stuff...
5641 sub _upgrade_data { #class method
5642 my ($class, %opts) = @_;
5645 'UPDATE h_cust_main SET paycvv = NULL WHERE paycvv IS NOT NULL',
5648 #this seems to be the only expensive one.. why does it take so long?
5649 unless ( FS::upgrade_journal->is_done('cust_main__signupdate') ) {
5651 'UPDATE cust_main SET signupdate = (SELECT signupdate FROM h_cust_main WHERE signupdate IS NOT NULL AND h_cust_main.custnum = cust_main.custnum ORDER BY historynum DESC LIMIT 1) WHERE signupdate IS NULL';
5652 FS::upgrade_journal->set_done('cust_main__signupdate');
5655 unless ( FS::upgrade_journal->is_done('cust_main__paydate') ) {
5657 # fix yyyy-m-dd formatted paydates
5658 if ( driver_name =~ /^mysql/i ) {
5660 "UPDATE cust_main SET paydate = CONCAT( SUBSTRING(paydate FROM 1 FOR 5), '0', SUBSTRING(paydate FROM 6) ) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5661 } else { # the SQL standard
5663 "UPDATE cust_main SET paydate = SUBSTRING(paydate FROM 1 FOR 5) || '0' || SUBSTRING(paydate FROM 6) WHERE SUBSTRING(paydate FROM 7 FOR 1) = '-'";
5665 FS::upgrade_journal->set_done('cust_main__paydate');
5668 unless ( FS::upgrade_journal->is_done('cust_main__payinfo') ) {
5670 push @statements, #fix the weird BILL with a cc# in payinfo problem
5672 "UPDATE cust_main SET payby = 'DCRD' WHERE payby = 'BILL' and length(payinfo) = 16 and payinfo ". regexp_sql. q( '^[0-9]*$' );
5674 FS::upgrade_journal->set_done('cust_main__payinfo');
5679 foreach my $sql ( @statements ) {
5680 my $sth = dbh->prepare($sql) or die dbh->errstr;
5681 $sth->execute or die $sth->errstr;
5682 #warn ( (time - $t). " seconds\n" );
5686 local($ignore_expired_card) = 1;
5687 local($ignore_banned_card) = 1;
5688 local($skip_fuzzyfiles) = 1;
5689 local($import) = 1; #prevent automatic geocoding (need its own variable?)
5691 FS::cust_main::Location->_upgrade_data(%opts);
5693 unless ( FS::upgrade_journal->is_done('cust_main__trimspaces') ) {
5695 foreach my $cust_main ( qsearch({
5696 'table' => 'cust_main',
5698 'extra_sql' => 'WHERE '.
5700 map "$_ LIKE ' %' OR $_ LIKE '% ' OR $_ LIKE '% %'",
5701 qw( first last company )
5704 my $error = $cust_main->replace;
5705 die $error if $error;
5708 FS::upgrade_journal->set_done('cust_main__trimspaces');
5712 $class->_upgrade_otaker(%opts);
5722 The delete method should possibly take an FS::cust_main object reference
5723 instead of a scalar customer number.
5725 Bill and collect options should probably be passed as references instead of a
5728 There should probably be a configuration file with a list of allowed credit
5731 No multiple currency support (probably a larger project than just this module).
5733 payinfo_masked false laziness with cust_pay.pm and cust_refund.pm
5735 Birthdates rely on negative epoch values.
5737 The payby for card/check batches is broken. With mixed batching, bad
5740 B<collect> I<invoice_time> should be renamed I<time>, like B<bill>.
5744 L<FS::Record>, L<FS::cust_pkg>, L<FS::cust_bill>, L<FS::cust_credit>
5745 L<FS::agent>, L<FS::part_referral>, L<FS::cust_main_county>,
5746 L<FS::cust_main_invoice>, L<FS::UID>, schema.html from the base documentation.