6 use FS::Record qw(qsearch qsearchs);
12 FS::TaxEngine - Base class for tax calculation engines.
16 1. At the start of creating an invoice, create an FS::TaxEngine object.
17 2. Each time a sale item is added to the invoice, call L</add_sale> on the
19 3. Set the "pending" flag on the invoice.
20 4. Insert the invoice and its line items.
22 - If the TaxEngine is "batch" style (Billsoft):
23 5. After creating all invoices for the day, call
24 FS::TaxEngine::process_tax_batch. This will create the tax items for
25 all of the pending invoices, clear the "pending" flag, and call
26 L<FS::cust_main::Billing/collect> on each of the billed customers.
28 - If not (the internal tax system, CCH):
29 5. After adding all sale items, call L</calculate_taxes> on the TaxEngine to
30 produce a list of tax line items.
31 6. Append the tax line items to the invoice.
32 7. Update the invoice with the new charged amount and clear the pending flag.
38 =item new 'cust_main' => CUST_MAIN, 'invoice_time' => TIME, OPTIONS...
40 Creates an L<FS::TaxEngine> object. The subclass will be chosen by the
41 'enable_taxproducts' configuration setting.
43 CUST_MAIN and TIME are required. OPTIONS can include "cancel" => 1 to
44 indicate that the package is being billed on cancellation.
51 my $conf = FS::Conf->new;
52 if ($class eq 'FS::TaxEngine') {
53 my $subclass = $conf->config('enable_taxproducts') || 'internal';
54 $class .= "::$subclass";
57 die "couldn't load $class: $@\n" if $@;
59 my $self = { items => [], taxes => {}, conf => $conf, %opt };
65 Returns a hashref of metadata about this tax method, including:
66 - batch: whether this is a batch-style engine (requires different usage)
67 - override: whether this engine uses tax overrides
68 - manual_tax_location: whether this engine requires the user to select a "tax
69 location" separate from the address/city/state/zip fields
70 - rate_table: the table that stores the tax rates
71 (the 'taxline' method of that class will be used to calculate line-item
73 - link_table: the table that links L<FS::cust_bill_pkg> records for taxes
74 to the C<rate_table> entry that generated them, and to the item they
83 =item add_sale CUST_BILL_PKG
85 Adds the CUST_BILL_PKG object as a taxable sale on this invoice.
87 =item calculate_taxes INVOICE
89 Calculates the taxes on the taxable sales and returns a list of
90 L<FS::cust_bill_pkg> objects to add to the invoice. The base implementation
91 is to call L</make_taxlines> to produce a list of "raw" tax line items,
92 then L</consolidate_taxlines> to combine those with the same itemdesc.
98 my $cust_bill = shift;
100 my @raw_taxlines = $self->make_taxlines($cust_bill);
102 my @real_taxlines = $self->consolidate_taxlines(@raw_taxlines);
104 if ( $cust_bill and $cust_bill->get('invnum') ) {
105 $_->set('invnum', $cust_bill->get('invnum')) foreach @real_taxlines;
107 return \@real_taxlines;
112 my $conf = $self->{conf};
114 my $cust_bill = shift;
118 # For each distinct tax rate definition, calculate the tax and exemptions.
119 foreach my $taxnum ( keys %{ $self->{taxes} } ) {
121 my $taxables = $self->{taxes}{$taxnum};
122 my $tax_object = shift @$taxables;
123 # $tax_object is a cust_main_county or tax_rate
124 # (with billpkgnum, pkgnum, locationnum set)
125 # the rest of @{ $taxlisthash->{$tax} } is cust_bill_pkg component objects
126 # (setup, recurring, usage classes)
128 my $taxline = $self->taxline('tax' => $tax_object, 'sales' => $taxables);
129 # taxline methods are now required to return real line items
130 # with their link records
131 die $taxline unless ref($taxline);
133 push @taxlines, $taxline;
140 sub consolidate_taxlines {
143 my $conf = $self->{conf};
145 my @raw_taxlines = @_;
148 # keys are tax names (as printed on invoices / itemdesc )
149 # values are arrayrefs of taxlines
151 # collate these by itemdesc
152 foreach my $taxline (@raw_taxlines) {
153 my $taxname = $taxline->itemdesc;
154 $taxname{$taxname} ||= [];
155 push @{ $taxname{$taxname} }, $taxline;
159 # values are (cumulative) amounts
162 my $link_table = $self->info->{link_table};
164 # Preconstruct cust_bill_pkg objects that will become the "final"
165 # taxlines for each name, so that we can reference them.
166 # (keys are taxnames)
167 my %real_taxline_named = map {
168 $_ => FS::cust_bill_pkg->new({
177 # For each distinct tax name (the values set as $taxline->itemdesc),
178 # create a consolidated tax item with the total amount and all the links
179 # of all tax items that share that name.
180 foreach my $taxname ( keys %taxname ) {
182 my $tax_cust_bill_pkg = $real_taxline_named{$taxname};
183 $tax_cust_bill_pkg->set( $link_table => \@tax_links );
186 warn "adding $taxname\n" if $DEBUG > 1;
188 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
189 # then we need to transfer the amount and the links from the
190 # line item to the new one we're creating.
191 $tax_total += $taxitem->setup;
192 foreach my $link ( @{ $taxitem->get($link_table) } ) {
193 $link->set('tax_cust_bill_pkg', $tax_cust_bill_pkg);
195 # if the link represents tax on tax, also fix its taxable pointer
196 # to point to the "final" taxline
197 my $taxable_cust_bill_pkg = $link->get('taxable_cust_bill_pkg');
198 if (my $other_taxname = $taxable_cust_bill_pkg->itemdesc) {
199 $link->set('taxable_cust_bill_pkg',
200 $real_taxline_named{$other_taxname}
204 push @tax_links, $link;
207 next unless $tax_total;
209 # we should really neverround this up...I guess it's okay if taxline
210 # already returns amounts with 2 decimal places
211 $tax_total = sprintf('%.2f', $tax_total );
212 $tax_cust_bill_pkg->set('setup', $tax_total);
214 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
220 if ( $pkg_category and
221 $conf->config('invoice_latexsummary') ||
222 $conf->config('invoice_htmlsummary')
225 my %hash = ( 'section' => $pkg_category->categoryname );
226 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
228 $tax_cust_bill_pkg->set('display', \@display);
230 push @tax_line_items, $tax_cust_bill_pkg;
238 =item cust_tax_locations LOCATION
240 Given an L<FS::cust_location> object (or a hash of location fields),
241 returns a list of all tax jurisdiction locations that could possibly
242 match it. This is meant for interactive use: the location editing UI
243 displays the candidate locations to the user so they can choose the
248 sub cust_tax_locations {
250 } # shouldn't even get called unless info->{manual_tax_location} is true
252 =item add_taxproduct DESCRIPTION
254 If the module allows manually adding tax products (categories of taxable
255 items/services), this method will be called to do it. (If not, the UI in
256 browse/part_pkg_taxproduct/* should prevent adding an unlisted tax product.
257 That is the default behavior, so by default this method simply fails.)
259 DESCRIPTION is the contents of the taxproduct_description form input, which
260 will normally be filled in by browse/part_pkg_taxproduct/*.
262 Must return the newly inserted part_pkg_taxproduct object on success, or
269 "$class does not allow manually adding taxproducts";
272 =item transfer_batch (batch-style only)
274 Submits the pending transaction batch for processing, receives the
275 results, and appends the calculated taxes to all invoices that were
276 included in the batch. Then clears their pending flags, and queues
277 a job to run C<FS::cust_main::Billing::collect> on each affected