1 package FS::Template_Mixin;
4 use vars qw( $DEBUG $me
9 use vars qw( $invoice_lines @buf ); #yuck
10 use List::Util qw(sum); #can't import first, it conflicts with cust_main.first
13 use Time::Local qw( timelocal );
14 use Text::Template 1.20;
16 use Archive::Zip qw( :ERROR_CODES :CONSTANTS );
21 use FS::Misc qw( send_email );
22 use FS::Record qw( qsearch qsearchs );
24 use FS::Misc qw( generate_ps generate_pdf );
31 $me = '[FS::Template_Mixin]';
32 FS::UID->install_callback( sub {
33 my $conf = new FS::Conf; #global
34 $money_char = $conf->config('money_char') || '$';
35 $date_format = $conf->config('date_format') || '%x'; #/YY
40 Returns a configuration handle (L<FS::Conf>) set to the customer's locale.
42 If the "mode" pseudo-field is set on the object, the configuration handle
43 will be an L<FS::invoice_conf> for that invoice mode (and the customer's
50 my $mode = $self->get('mode');
51 if ($self->{_conf} and !defined($mode)) {
52 return $self->{_conf};
55 my $cust_main = $self->cust_main;
56 my $locale = $cust_main ? $cust_main->locale : '';
59 if ( ref $mode and $mode->isa('FS::invoice_mode') ) {
60 $mode = $mode->modenum;
61 } elsif ( $mode =~ /\D/ ) {
62 die "invalid invoice mode $mode";
64 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => $locale });
66 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => '' });
67 # it doesn't have a locale, but system conf still might
68 $conf->set('locale' => $locale) if $conf;
71 # if $mode is unspecified, or if there is no invoice_conf matching this mode
72 # and locale, then use the system config only (but with the locale)
73 $conf ||= FS::Conf->new({ 'locale' => $locale });
75 return $self->{_conf} = $conf;
78 =item print_text OPTIONS
80 Returns an text invoice, as a list of lines.
82 Options can be passed as a hash.
84 I<time>, if specified, is used to control the printing of overdue messages. The
85 default is now. It isn't the date of the invoice; that's the `_date' field.
86 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
87 L<Time::Local> and L<Date::Parse> for conversion functions.
89 I<template>, if specified, is the name of a suffix for alternate invoices.
91 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
99 %params = %{ shift() };
104 $params{'format'} = 'template'; # for some reason
106 $self->print_generic( %params );
109 =item print_latex HASHREF
111 Internal method - returns a filename of a filled-in LaTeX template for this
112 invoice (Note: add ".tex" to get the actual filename), and a filename of
113 an associated logo (with the .eps extension included).
115 See print_ps and print_pdf for methods that return PostScript and PDF output.
117 Options can be passed as a hash.
119 I<time>, if specified, is used to control the printing of overdue messages. The
120 default is now. It isn't the date of the invoice; that's the `_date' field.
121 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
122 L<Time::Local> and L<Date::Parse> for conversion functions.
124 I<template>, if specified, is the name of a suffix for alternate invoices.
125 This is strongly deprecated; see L<FS::invoice_conf> for the right way to
126 customize invoice templates for different purposes.
128 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
137 %params = %{ shift() };
142 $params{'format'} = 'latex';
143 my $conf = $self->conf;
145 # this needs to go away
146 my $template = $params{'template'};
147 # and this especially
148 $template ||= $self->_agent_template
149 if $self->can('_agent_template');
152 $self->set('mode', $params{mode})
155 my $pkey = $self->primary_key;
156 my $tmp_template = $self->table. '.'. $self->$pkey. '.XXXXXXXX';
158 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
159 my $lh = new File::Temp(
160 TEMPLATE => $tmp_template,
164 ) or die "can't open temp file: $!\n";
166 my $agentnum = $self->agentnum;
168 if ( $template && $conf->exists("logo_${template}.eps", $agentnum) ) {
169 print $lh $conf->config_binary("logo_${template}.eps", $agentnum)
170 or die "can't write temp file: $!\n";
172 print $lh $conf->config_binary('logo.eps', $agentnum)
173 or die "can't write temp file: $!\n";
176 $params{'logo_file'} = $lh->filename;
178 if( $conf->exists('invoice-barcode')
179 && $self->can('invoice_barcode')
180 && $self->invnum ) { # don't try to barcode statements
181 my $png_file = $self->invoice_barcode($dir);
182 my $eps_file = $png_file;
183 $eps_file =~ s/\.png$/.eps/g;
184 $png_file =~ /(barcode.*png)/;
186 $eps_file =~ /(barcode.*eps)/;
189 my $curr_dir = cwd();
191 # after painfuly long experimentation, it was determined that sam2p won't
192 # accept : and other chars in the path, no matter how hard I tried to
193 # escape them, hence the chdir (and chdir back, just to be safe)
194 system('sam2p', '-j:quiet', $png_file, 'EPS:', $eps_file ) == 0
195 or die "sam2p failed: $!\n";
199 $params{'barcode_file'} = $eps_file;
202 my @filled_in = $self->print_generic( %params );
204 my $fh = new File::Temp( TEMPLATE => $tmp_template,
208 ) or die "can't open temp file: $!\n";
209 binmode($fh, ':utf8'); # language support
210 print $fh join('', @filled_in );
213 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
214 return ($1, $params{'logo_file'}, $params{'barcode_file'});
220 my $cust_main = $self->cust_main;
221 $cust_main ? $cust_main->agentnum : $self->prospect_main->agentnum;
224 =item print_generic OPTION => VALUE ...
226 Internal method - returns a filled-in template for this invoice as a scalar.
228 See print_ps and print_pdf for methods that return PostScript and PDF output.
236 The B<format> option is required and should be set to html, latex (print and PDF) or template (plaintext).
246 Overrides "Invoice" as the name of the sent document.
250 Used to control the printing of overdue messages. The
251 default is now. It isn't the date of the invoice; that's the `_date' field.
252 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
253 L<Time::Local> and L<Date::Parse> for conversion functions.
257 Logo file (path to temporary EPS file on the local filesystem)
261 CID for inline (emailed) images (logo)
265 Override customer's locale
269 Overrides any per customer cdr squelching when true
273 Supress the (invoice, quotation, statement, etc.) number
281 Supress the payment coupon
285 Barcode file (path to temporary EPS file on the local filesystem)
289 Flag indicating the barcode image should be a link (normal HTML dipaly)
293 Barcode CID for inline (emailed) images
295 =item preref_callback
297 Coderef run for each line item, code should return HTML to be displayed
298 before that line item (quotations only)
302 Dprecated. Used as a suffix for a configuration template. Please
303 don't use this, it deprecated in favor of more flexible alternatives.
309 #what's with all the sprintf('%10.2f')'s in here? will it cause any
310 # (alignment in text invoice?) problems to change them all to '%.2f' ?
311 # yes: fixed width/plain text printing will be borked
313 my( $self, %params ) = @_;
314 my $conf = $self->conf;
316 my $today = $params{today} ? $params{today} : time;
317 warn "$me print_generic called on $self with suffix $params{template}\n"
320 my $format = $params{format};
321 die "Unknown format: $format"
322 unless $format =~ /^(latex|html|template)$/;
324 my $cust_main = $self->cust_main || $self->prospect_main;
326 my $locale = $params{'locale'} || $cust_main->locale;
328 my %delimiters = ( 'latex' => [ '[@--', '--@]' ],
329 'html' => [ '<%=', '%>' ],
330 'template' => [ '{', '}' ],
333 warn "$me print_generic creating template\n"
336 # set the notice name here, and nowhere else.
337 my $notice_name = $params{notice_name}
338 || $conf->config('notice_name')
339 || $self->notice_name;
342 my $template = $params{template} ? $params{template} : $self->_agent_template;
343 my $templatefile = $self->template_conf. $format;
344 $templatefile .= "_$template"
345 if length($template) && $conf->exists($templatefile."_$template");
348 my @invoice_template = map "$_\n", $conf->config($templatefile)
349 or die "cannot load config data $templatefile";
351 if ( $format eq 'latex' && grep { /^%%Detail/ } @invoice_template ) {
352 #change this to a die when the old code is removed
353 # it's been almost ten years, changing it to a die
354 die "old-style invoice template $templatefile; ".
355 "patch with conf/invoice_latex.diff or use new conf/invoice_latex*\n";
356 #$old_latex = 'true';
357 #@invoice_template = _translate_old_latex_format(@invoice_template);
360 warn "$me print_generic creating T:T object\n"
363 my $text_template = new Text::Template(
365 SOURCE => \@invoice_template,
366 DELIMITERS => $delimiters{$format},
369 warn "$me print_generic compiling T:T object\n"
372 $text_template->compile()
373 or die "Can't compile $templatefile: $Text::Template::ERROR\n";
376 # additional substitution could possibly cause breakage in existing templates
379 'notes' => sub { map "$_", @_ },
380 'footer' => sub { map "$_", @_ },
381 'smallfooter' => sub { map "$_", @_ },
382 'returnaddress' => sub { map "$_", @_ },
383 'coupon' => sub { map "$_", @_ },
384 'summary' => sub { map "$_", @_ },
390 s/%%(.*)$/<!-- $1 -->/g;
391 s/\\section\*\{\\textsc\{(.)(.*)\}\}/<p><b><font size="+1">$1<\/font>\U$2<\/b>/g;
392 s/\\begin\{enumerate\}/<ol>/g;
394 s/\\end\{enumerate\}/<\/ol>/g;
395 s/\\textbf\{(.*)\}/<b>$1<\/b>/g;
404 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
406 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
412 s/\\hyphenation\{[\w\s\-]+}//;
417 'coupon' => sub { "" },
418 'summary' => sub { "" },
425 s/\\section\*\{\\textsc\{(.*)\}\}/\U$1/g;
426 s/\\begin\{enumerate\}//g;
428 s/\\end\{enumerate\}//g;
429 s/\\textbf\{(.*)\}/$1/g;
436 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
438 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
443 s/\\\\\*?\s*$/\n/; # dubious
444 s/\\hyphenation\{[\w\s\-]+}//;
448 'coupon' => sub { "" },
449 'summary' => sub { "" },
454 # hashes for differing output formats
455 my %nbsps = ( 'latex' => '~',
456 'html' => '', # '&nbps;' would be nice
457 'template' => '', # not used
459 my $nbsp = $nbsps{$format};
461 my %escape_functions = ( 'latex' => \&_latex_escape,
462 'html' => \&_html_escape_nbsp,#\&encode_entities,
463 'template' => sub { shift },
465 my $escape_function = $escape_functions{$format};
466 my $escape_function_nonbsp = ($format eq 'html')
467 ? \&_html_escape : $escape_function;
469 my %newline_tokens = ( 'latex' => '\\\\',
473 my $newline_token = $newline_tokens{$format};
475 warn "$me generating template variables\n"
478 # generate template variables
482 defined( $conf->config_orbase( "invoice_${format}returnaddress",
486 && length( $conf->config_orbase( "invoice_${format}returnaddress",
492 $returnaddress = join("\n",
493 $conf->config_orbase("invoice_${format}returnaddress", $template)
497 $conf->config_orbase('invoice_latexreturnaddress', $template) ) {
499 my $convert_map = $convert_maps{$format}{'returnaddress'};
502 &$convert_map( $conf->config_orbase( "invoice_latexreturnaddress",
507 } elsif ( grep /\S/, $conf->config('company_address', $cust_main->agentnum) ) {
509 my $convert_map = $convert_maps{$format}{'returnaddress'};
510 $returnaddress = join( "\n", &$convert_map(
511 map { s/( {2,})/'~' x length($1)/eg;
515 ( $conf->config('company_name', $cust_main->agentnum),
516 $conf->config('company_address', $cust_main->agentnum),
523 my $warning = "Couldn't find a return address; ".
524 "do you need to set the company_address configuration value?";
526 $returnaddress = $nbsp;
527 #$returnaddress = $warning;
531 warn "$me generating invoice data\n"
534 my $agentnum = $cust_main->agentnum;
539 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
540 'company_address' => join("\n", $conf->config('company_address', $agentnum) ). "\n",
541 'company_phonenum'=> scalar( $conf->config('company_phonenum', $agentnum) ),
542 'returnaddress' => $returnaddress,
543 'agent' => &$escape_function($cust_main->agent->agent),
545 #invoice/quotation info
546 'no_number' => $params{'no_number'},
547 'invnum' => ( $params{'no_number'} ? '' : $self->invnum ),
548 'quotationnum' => $self->quotationnum,
549 'no_date' => $params{'no_date'},
550 '_date' => ( $params{'no_date'} ? '' : $self->_date ),
551 # workaround for inconsistent behavior in the early plain text
552 # templates; see RT#28271
553 'date' => ( $params{'no_date'}
555 : ($format eq 'template'
557 : $self->time2str_local('long', $self->_date, $format)
560 'today' => $self->time2str_local('long', $today, $format),
561 'terms' => $self->terms,
562 'template' => $template, #params{'template'},
563 'notice_name' => $notice_name, # escape?
564 'current_charges' => sprintf("%.2f", $self->charged),
565 'duedate' => $self->due_date2str('rdate'), #date_format?
566 'duedate_long' => $self->due_date2str('long'),
569 'custnum' => $cust_main->display_custnum,
570 'prospectnum' => $cust_main->prospectnum,
571 'agent_custid' => &$escape_function($cust_main->agent_custid),
572 ( map { $_ => &$escape_function($cust_main->$_()) }
573 qw( company address1 address2 city state zip fax )
575 'payname' => &$escape_function( $cust_main->invoice_attn
576 || $cust_main->contact_firstlast ),
579 'ship_enable' => $cust_main->invoice_ship_address || $conf->exists('invoice-ship_address'),
580 'unitprices' => $conf->exists('invoice-unitprice'),
581 'smallernotes' => $conf->exists('invoice-smallernotes'),
582 'smallerfooter' => $conf->exists('invoice-smallerfooter'),
583 'balance_due_below_line' => $conf->exists('balance_due_below_line'),
585 #layout info -- would be fancy to calc some of this and bury the template
587 'topmargin' => scalar($conf->config('invoice_latextopmargin', $agentnum)),
588 'headsep' => scalar($conf->config('invoice_latexheadsep', $agentnum)),
589 'textheight' => scalar($conf->config('invoice_latextextheight', $agentnum)),
590 'extracouponspace' => scalar($conf->config('invoice_latexextracouponspace', $agentnum)),
591 'couponfootsep' => scalar($conf->config('invoice_latexcouponfootsep', $agentnum)),
592 'verticalreturnaddress' => $conf->exists('invoice_latexverticalreturnaddress', $agentnum),
593 'addresssep' => scalar($conf->config('invoice_latexaddresssep', $agentnum)),
594 'amountenclosedsep' => scalar($conf->config('invoice_latexcouponamountenclosedsep', $agentnum)),
595 'coupontoaddresssep' => scalar($conf->config('invoice_latexcoupontoaddresssep', $agentnum)),
596 'addcompanytoaddress' => $conf->exists('invoice_latexcouponaddcompanytoaddress', $agentnum),
598 # better hang on to conf_dir for a while (for old templates)
599 'conf_dir' => "$FS::UID::conf_dir/conf.$FS::UID::datasrc",
601 #these are only used when doing paged plaintext
607 #quotations have $name
608 $invoice_data{'name'} = $invoice_data{'payname'};
611 $invoice_data{'emt'} = sub { &$escape_function($self->mt(@_)) };
612 # prototype here to silence warnings
613 $invoice_data{'time2str'} = sub ($;$$) { $self->time2str_local(@_, $format) };
615 my $min_sdate = 999999999999;
617 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
618 next unless $cust_bill_pkg->pkgnum > 0;
619 $min_sdate = $cust_bill_pkg->sdate
620 if length($cust_bill_pkg->sdate) && $cust_bill_pkg->sdate < $min_sdate;
621 $max_edate = $cust_bill_pkg->edate
622 if length($cust_bill_pkg->edate) && $cust_bill_pkg->edate > $max_edate;
625 $invoice_data{'bill_period'} = '';
626 $invoice_data{'bill_period'} =
627 $self->time2str_local('%e %h', $min_sdate, $format)
629 $self->time2str_local('%e %h', $max_edate, $format)
630 if ($max_edate != 0 && $min_sdate != 999999999999);
632 $invoice_data{finance_section} = '';
633 if ( $conf->config('finance_pkgclass') ) {
635 qsearchs('pkg_class', { classnum => $conf->config('finance_pkgclass') });
636 $invoice_data{finance_section} = $pkg_class->categoryname;
638 $invoice_data{finance_amount} = '0.00';
639 $invoice_data{finance_section} ||= 'Finance Charges'; #avoid config confusion
641 my $countrydefault = $conf->config('countrydefault') || 'US';
642 foreach ( qw( address1 address2 city state zip country fax) ){
643 my $method = 'ship_'.$_;
644 $invoice_data{"ship_$_"} = $escape_function->($cust_main->$method);
646 if ( length($cust_main->ship_company) ) {
647 $invoice_data{'ship_company'} = $escape_function->($cust_main->ship_company);
649 $invoice_data{'ship_company'} = $escape_function->($cust_main->company);
651 $invoice_data{'ship_contact'} = $escape_function->($cust_main->contact);
652 $invoice_data{'ship_country'} = ''
653 if ( $invoice_data{'ship_country'} eq $countrydefault );
655 $invoice_data{'cid'} = $params{'cid'}
658 if ( $cust_main->country eq $countrydefault ) {
659 $invoice_data{'country'} = '';
661 $invoice_data{'country'} = &$escape_function($cust_main->bill_country_full);
665 $invoice_data{'address'} = \@address;
667 $invoice_data{'payname'}.
668 ( $cust_main->po_number
669 ? " (P.O. #". $cust_main->po_number. ")"
673 push @address, $cust_main->company
674 if $cust_main->company;
675 push @address, $cust_main->address1;
676 push @address, $cust_main->address2
677 if $cust_main->address2;
679 $cust_main->city. ", ". $cust_main->state. " ". $cust_main->zip;
680 push @address, $invoice_data{'country'}
681 if $invoice_data{'country'};
683 while (scalar(@address) < 5);
685 $invoice_data{'logo_file'} = $params{'logo_file'}
686 if $params{'logo_file'};
687 $invoice_data{'barcode_file'} = $params{'barcode_file'}
688 if $params{'barcode_file'};
689 $invoice_data{'barcode_img'} = $params{'barcode_img'}
690 if $params{'barcode_img'};
691 $invoice_data{'barcode_cid'} = $params{'barcode_cid'}
692 if $params{'barcode_cid'};
694 my( $pr_total, @pr_cust_bill ) = $self->previous; #previous balance
695 # my( $cr_total, @cr_cust_credit ) = $self->cust_credit; #credits
696 #my $balance_due = $self->owed + $pr_total - $cr_total;
697 my $balance_due = $self->owed;
698 if ( $self->enable_previous ) {
699 $balance_due += $pr_total;
701 # otherwise the previous balance is not shown, so including it in the
702 # balance due is just confusing
704 # the sum of amount owed on all invoices
705 # (this is used in the summary & on the payment coupon)
706 $invoice_data{'balance'} = sprintf("%.2f", $balance_due);
708 # flag telling this invoice to have a first-page summary
709 my $summarypage = '';
711 if ( $self->custnum && $self->invnum ) {
712 # XXX should be an FS::cust_bill method to set the defaults, instead
713 # of checking the type here
715 # info from customer's last invoice before this one, for some
717 $invoice_data{'last_bill'} = {};
719 my $last_bill = $self->previous_bill;
722 # "balance_date_range" unfortunately is unsuitable for this, since it
723 # cares about application dates. We want to know the sum of all
724 # _top-level transactions_ dated before the last invoice.
726 # still do this for the "Previous Balance" line of the summary block
728 map "$_ WHERE _date <= ? AND custnum = ?", (
729 "SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill",
730 "SELECT -1 * COALESCE( SUM(amount), 0 ) FROM cust_credit",
731 "SELECT -1 * COALESCE( SUM(paid), 0 ) FROM cust_pay",
732 "SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund",
735 # the customer's current balance immediately after generating the last
738 my $last_bill_balance = $last_bill->charged;
740 my $delta = FS::Record->scalar_sql(
742 $last_bill->_date - 1,
745 $last_bill_balance += $delta;
748 $last_bill_balance = sprintf("%.2f", $last_bill_balance);
750 warn sprintf("LAST BILL: INVNUM %d, DATE %s, BALANCE %.2f\n\n",
752 $self->time2str_local('%D', $last_bill->_date),
755 # ("true_previous_balance" is a terrible name, but at least it's no
756 # longer stored in the database)
757 $invoice_data{'true_previous_balance'} = $last_bill_balance;
759 # Now, get all applications of credits/payments dated on or after the
760 # previous bill, to invoices before the current bill. (The
761 # credit/payment date restriction prevents these from intersecting
762 # the "Previous Balance" set.)
763 # These are "adjustments". The past due balance will be shown as
764 # Previous Balance - Adjustments.
767 "SELECT COALESCE(SUM(y.amount),0) FROM $_ JOIN cust_bill USING (invnum)
768 WHERE cust_bill._date < ?
770 AND cust_bill.custnum = ?"
771 } "cust_credit AS x JOIN cust_credit_bill y USING (crednum)",
772 "cust_pay AS x JOIN cust_bill_pay y USING (paynum)"
775 my $delta = FS::Record->scalar_sql(
781 $adjustments += $delta;
783 $invoice_data{'balance_adjustments'} = sprintf("%.2f", $adjustments);
785 warn sprintf("BALANCE ADJUSTMENTS: %.2f\n\n",
786 $invoice_data{'balance_adjustments'}
789 # the sum of amount owed on all previous invoices
790 # ($pr_total is used elsewhere but not as $previous_balance)
791 $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
793 $invoice_data{'last_bill'}{'_date'} = $last_bill->_date; #unformatted
794 my (@payments, @credits);
795 # for formats that itemize previous payments
796 foreach my $cust_pay ( qsearch('cust_pay', {
797 'custnum' => $self->custnum,
798 '_date' => { op => '>=',
799 value => $last_bill->_date }
802 next if $cust_pay->_date > $self->_date;
804 '_date' => $cust_pay->_date,
805 'date' => $self->time2str_local('long', $cust_pay->_date, $format),
806 'payinfo' => $cust_pay->payby_payinfo_pretty,
807 'amount' => sprintf('%.2f', $cust_pay->paid),
809 # not concerned about applications
811 foreach my $cust_credit ( qsearch('cust_credit', {
812 'custnum' => $self->custnum,
813 '_date' => { op => '>=',
814 value => $last_bill->_date }
817 next if $cust_credit->_date > $self->_date;
819 '_date' => $cust_credit->_date,
820 'date' => $self->time2str_local('long', $cust_credit->_date, $format),
821 'creditreason'=> $cust_credit->reason,
822 'amount' => sprintf('%.2f', $cust_credit->amount),
825 $invoice_data{'previous_payments'} = \@payments;
826 $invoice_data{'previous_credits'} = \@credits;
828 # there is no $last_bill
829 $invoice_data{'true_previous_balance'} =
830 $invoice_data{'balance_adjustments'} =
831 $invoice_data{'previous_balance'} = '0.00';
832 $invoice_data{'previous_payments'} = [];
833 $invoice_data{'previous_credits'} = [];
836 if ( $conf->exists('invoice_usesummary', $agentnum) ) {
837 $invoice_data{'summarypage'} = $summarypage = 1;
840 } # if this is an invoice
842 warn "$me substituting variables in notes, footer, smallfooter\n"
845 my $tc = $self->template_conf;
846 my @include = ( [ $tc, 'notes' ],
847 [ 'invoice_', 'footer' ],
848 [ 'invoice_', 'smallfooter', ],
849 [ 'invoice_', 'watermark' ],
851 push @include, [ $tc, 'coupon', ]
852 unless $params{'no_coupon'};
854 foreach my $i (@include) {
856 # load the configuration for this sub-template
858 my($base, $include) = @$i;
860 my $inc_file = $conf->key_orbase("$base$format$include", $template);
862 my @inc_src = $conf->config($inc_file, $agentnum);
864 my $converter = $convert_maps{$format}{$include};
866 # then attempt to convert LaTeX to the requested format
867 $inc_file = $conf->key_orbase($base.'latex'.$include, $template);
868 @inc_src = &$converter( $conf->config($inc_file, $agentnum) );
870 # this isn't included in the convert_maps
871 my ($open, $close) = @{ $delimiters{$format} };
876 } # else @inc_src is empty and that's fine
878 # make a Text::Template out of it
880 my $inc_tt = new Text::Template (
882 SOURCE => [ map "$_\n", @inc_src ],
883 DELIMITERS => $delimiters{$format},
884 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
886 unless ( $inc_tt->compile() ) {
887 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
888 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
894 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
896 $invoice_data{$include} =~ s/\n+$//
897 if ($format eq 'latex');
900 # if (well, probably when) we still need PO numbers in the brave new world of
901 # 4.x, then we'll have to add them back as their own customer fields
902 # # let invoices use either of these as needed
903 # $invoice_data{'po_num'} = ($cust_main->payby eq 'BILL')
904 # ? $cust_main->payinfo : '';
905 # $invoice_data{'po_line'} =
906 # ( $cust_main->payby eq 'BILL' && $cust_main->payinfo )
907 # ? &$escape_function($self->mt("Purchase Order #").$cust_main->payinfo)
910 my %money_chars = ( 'latex' => '',
911 'html' => $conf->config('money_char') || '$',
914 my $money_char = $money_chars{$format};
917 my %other_money_chars = ( 'latex' => '\dollar ',#XXX should be a config too
918 'html' => $conf->config('money_char') || '$',
921 my $other_money_char = $other_money_chars{$format};
922 $invoice_data{'dollar'} = $other_money_char;
924 my %minus_signs = ( 'latex' => '$-$',
926 'template' => '- ' );
927 my $minus = $minus_signs{$format};
929 my @detail_items = ();
930 my @total_items = ();
934 $invoice_data{'detail_items'} = \@detail_items;
935 $invoice_data{'total_items'} = \@total_items;
936 $invoice_data{'buf'} = \@buf;
937 $invoice_data{'sections'} = \@sections;
939 warn "$me generating sections\n"
942 my $unsquelched = $params{unsquelch_cdr} || $cust_main->squelch_cdr ne 'Y';
943 my $multisection = $self->has_sections;
944 $conf->exists($tc.'sections', $cust_main->agentnum) ||
945 $conf->exists($tc.'sections_by_location', $cust_main->agentnum);
946 $invoice_data{'multisection'} = $multisection;
948 my $extra_sections = [];
949 my $extra_lines = ();
951 # default section ('Charges')
952 my $default_section = { 'description' => '',
957 # Previous Charges section
958 # subtotal is the first return value from $self->previous
959 my $previous_section;
960 # if the invoice has major sections, or if we're summarizing previous
961 # charges with a single line, or if we've been specifically told to put them
962 # in a section, create a section for previous charges:
963 if ( $multisection or
964 $conf->exists('previous_balance-summary_only') or
965 $conf->exists('previous_balance-section') ) {
967 $previous_section = { 'description' => $self->mt('Previous Charges'),
968 'subtotal' => $other_money_char.
969 sprintf('%.2f', $pr_total),
970 'summarized' => '', #why? $summarypage ? 'Y' : '',
972 $previous_section->{posttotal} = '0 / 30 / 60 / 90 days overdue '.
973 join(' / ', map { $cust_main->balance_date_range(@$_) }
974 $self->_prior_month30s
976 if $conf->exists('invoice_include_aging');
979 # otherwise put them in the main section
980 $previous_section = $default_section;
983 my $adjust_section = {
984 'description' => $self->mt('Credits, Payments, and Adjustments'),
985 'adjust_section' => 1,
986 'subtotal' => 0, # adjusted below
988 my $adjust_weight = _pkg_category($adjust_section->{description})
989 ? _pkg_category($adjust_section->{description})->weight
991 $adjust_section->{'summarized'} = ''; #why? $summarypage && !$adjust_weight ? 'Y' : '';
992 # Note: 'sort_weight' here is actually a flag telling whether there is an
993 # explicit package category for the adjust section. If so, certain behavior
995 $adjust_section->{'sort_weight'} = $adjust_weight;
998 if ( $multisection ) {
999 ($extra_sections, $extra_lines) =
1000 $self->_items_extra_usage_sections($escape_function_nonbsp, $format)
1001 if $conf->exists('usage_class_as_a_section', $cust_main->agentnum)
1002 && $self->can('_items_extra_usage_sections');
1004 push @$extra_sections, $adjust_section if $adjust_section->{sort_weight};
1006 push @detail_items, @$extra_lines if $extra_lines;
1008 # the code is written so that both methods can be used together, but
1009 # we haven't yet changed the template to take advantage of that, so for
1010 # now, treat them as mutually exclusive.
1011 my %section_method = ( by_category => 1 );
1012 if ( $conf->config($tc.'sections_method') eq 'location' ) {
1013 %section_method = ( by_location => 1 );
1015 my ($early, $late) =
1016 $self->_items_sections( 'summary' => $summarypage,
1017 'escape' => $escape_function_nonbsp,
1018 'extra_sections' => $extra_sections,
1019 'format' => $format,
1022 push @sections, @$early;
1023 $late_sections = $late;
1025 if ( $conf->exists('svc_phone_sections')
1026 && $self->can('_items_svc_phone_sections')
1029 my ($phone_sections, $phone_lines) =
1030 $self->_items_svc_phone_sections($escape_function_nonbsp, $format);
1031 push @{$late_sections}, @$phone_sections;
1032 push @detail_items, @$phone_lines;
1034 if ( $conf->exists('voip-cust_accountcode_cdr')
1035 && $cust_main->accountcode_cdr
1036 && $self->can('_items_accountcode_cdr')
1039 my ($accountcode_section, $accountcode_lines) =
1040 $self->_items_accountcode_cdr($escape_function_nonbsp,$format);
1041 if ( scalar(@$accountcode_lines) ) {
1042 push @{$late_sections}, $accountcode_section;
1043 push @detail_items, @$accountcode_lines;
1046 } else {# not multisection
1047 # make a default section
1048 push @sections, $default_section;
1049 # and calculate the finance charge total, since it won't get done otherwise.
1050 # and the default section total
1051 # XXX possibly finance_pkgclass should not be used in this manner?
1052 my @finance_charges;
1054 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
1055 if ( $invoice_data{finance_section} and
1056 grep { $_->section eq $invoice_data{finance_section} }
1057 $cust_bill_pkg->cust_bill_pkg_display ) {
1058 # I think these are always setup fees, but just to be sure...
1059 push @finance_charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1061 push @charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1064 $invoice_data{finance_amount} =
1065 sprintf('%.2f', sum( @finance_charges ) || 0);
1066 $default_section->{subtotal} = $other_money_char.
1067 sprintf('%.2f', sum( @charges ) || 0);
1070 # start setting up summary subtotals
1071 my @summary_subtotals;
1072 my $method = $conf->config('summary_subtotals_method');
1073 if ( $method and $method ne $conf->config($tc.'sections_method') ) {
1074 # then re-section them by the correct method
1075 my %section_method = ( by_category => 1 );
1076 if ( $conf->config('summary_subtotals_method') eq 'location' ) {
1077 %section_method = ( by_location => 1 );
1079 my ($early, $late) =
1080 $self->_items_sections( 'summary' => $summarypage,
1081 'escape' => $escape_function_nonbsp,
1082 'extra_sections' => $extra_sections,
1083 'format' => $format,
1086 foreach ( @$early ) {
1087 next if $_->{subtotal} == 0;
1088 $_->{subtotal} = $other_money_char.sprintf('%.2f', $_->{subtotal});
1089 push @summary_subtotals, $_;
1092 # subtotal sectioning is the same as for the actual invoice sections
1093 @summary_subtotals = @sections;
1096 # Hereafter, push sections to both @sections and @summary_subtotals
1097 # if they belong in both places (e.g. tax section). Late sections are
1098 # never in @summary_subtotals.
1100 # previous invoice balances in the Previous Charges section if there
1101 # is one, otherwise in the main detail section
1102 # (except if summary_only is enabled, don't show them at all)
1103 if ( $self->can('_items_previous') &&
1104 $self->enable_previous &&
1105 ! $conf->exists('previous_balance-summary_only') ) {
1107 warn "$me adding previous balances\n"
1110 foreach my $line_item ( $self->_items_previous ) {
1113 ref => $line_item->{'pkgnum'},
1114 pkgpart => $line_item->{'pkgpart'},
1115 #quantity => 1, # not really correct
1116 section => $previous_section, # which might be $default_section
1117 description => &$escape_function($line_item->{'description'}),
1118 ext_description => [ map { &$escape_function($_) }
1119 @{ $line_item->{'ext_description'} || [] }
1121 amount => $money_char . $line_item->{'amount'},
1122 product_code => $line_item->{'pkgpart'} || 'N/A',
1125 push @detail_items, $detail;
1126 push @buf, [ $detail->{'description'},
1127 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1133 if ( @pr_cust_bill && $self->enable_previous ) {
1134 push @buf, ['','-----------'];
1135 push @buf, [ $self->mt('Total Previous Balance'),
1136 $money_char. sprintf("%10.2f", $pr_total) ];
1140 if ( $conf->exists('svc_phone-did-summary') && $self->can('_did_summary') ) {
1141 warn "$me adding DID summary\n"
1144 my ($didsummary,$minutes) = $self->_did_summary;
1145 my $didsummary_desc = 'DID Activity Summary (since last invoice)';
1147 { 'description' => $didsummary_desc,
1148 'ext_description' => [ $didsummary, $minutes ],
1152 foreach my $section (@sections, @$late_sections) {
1154 # begin some normalization
1155 $section->{'subtotal'} = $section->{'amount'}
1157 && !exists($section->{subtotal})
1158 && exists($section->{amount});
1160 $invoice_data{finance_amount} = sprintf('%.2f', $section->{'subtotal'} )
1161 if ( $invoice_data{finance_section} &&
1162 $section->{'description'} eq $invoice_data{finance_section} );
1164 if ( $multisection ) {
1166 if ( ref($section->{'subtotal'}) ) {
1168 $section->{'subtotal'} =
1169 sprintf("$other_money_char%.2f to $other_money_char%.2f",
1170 $section->{'subtotal'}[0],
1171 $section->{'subtotal'}[1]
1176 $section->{'subtotal'} = $other_money_char.
1177 sprintf('%.2f', $section->{'subtotal'})
1181 # continue some normalization
1182 $section->{'amount'} = $section->{'subtotal'}
1186 if ( $section->{'description'} ) {
1187 push @buf, ( [ &$escape_function($section->{'description'}), '' ],
1192 warn "$me setting options\n"
1196 $options{'section'} = $section if $multisection;
1197 $options{'format'} = $format;
1198 $options{'escape_function'} = $escape_function;
1199 $options{'no_usage'} = 1 unless $unsquelched;
1200 $options{'unsquelched'} = $unsquelched;
1201 $options{'summary_page'} = $summarypage;
1202 $options{'skip_usage'} =
1203 scalar(@$extra_sections) && !grep{$section == $_} @$extra_sections;
1204 $options{'preref_callback'} = $params{'preref_callback'};
1206 warn "$me searching for line items\n"
1209 foreach my $line_item ( $self->_items_pkg(%options),
1210 $self->_items_fee(%options) ) {
1212 warn "$me adding line item ".
1213 join(', ', map "$_=>".$line_item->{$_}, keys %$line_item). "\n"
1216 push @buf, ( [ $line_item->{'description'},
1217 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1219 map { [ " ". $_, '' ] } @{$line_item->{'ext_description'}},
1222 $line_item->{'ref'} = $line_item->{'pkgnum'};
1223 $line_item->{'product_code'} = $line_item->{'pkgpart'} || 'N/A'; # mt()?
1224 $line_item->{'section'} = $section;
1225 $line_item->{'description'} = &$escape_function($line_item->{'description'});
1226 $line_item->{'amount'} = $money_char.$line_item->{'amount'};
1228 if ( length($line_item->{'unit_amount'}) ) {
1229 $line_item->{'unit_amount'} = $money_char.$line_item->{'unit_amount'};
1231 $line_item->{'ext_description'} ||= [];
1233 push @detail_items, $line_item;
1236 if ( $section->{'description'} ) {
1237 push @buf, ( ['','-----------'],
1238 [ $section->{'description'}. ' sub-total',
1239 $section->{'subtotal'} # already formatted this
1248 $invoice_data{current_less_finance} =
1249 sprintf('%.2f', $self->charged - $invoice_data{finance_amount} );
1251 # if there's anything in the Previous Charges section, prepend it to the list
1252 if ( $pr_total and $previous_section ne $default_section ) {
1253 unshift @sections, $previous_section;
1254 # but not @summary_subtotals
1257 warn "$me adding taxes\n"
1260 # create a tax section if we don't yet have one
1261 my @items_tax = $self->_items_tax;
1262 my $tax_description = 'Taxes, Surcharges, and Fees';
1264 List::Util::first { $_->{description} eq $tax_description } @sections;
1265 if (!$tax_section) {
1266 $tax_section = { 'description' => $tax_description };
1267 push @sections, $tax_section if $multisection and @items_tax > 0;
1269 $tax_section->{tax_section} = 1; # mark this section as containing taxes
1270 # if this is an existing tax section, we're merging the tax items into it.
1271 # grab the taxtotal that's already there, strip the money symbol if any
1272 my $taxtotal = $tax_section->{'subtotal'} || 0;
1273 $taxtotal =~ s/^\Q$other_money_char\E//;
1276 #my $tax_weight = _pkg_category($tax_section->{description})
1277 # ? _pkg_category($tax_section->{description})->weight
1279 #$tax_section->{'summarized'} = ''; #why? $summarypage && !$tax_weight ? 'Y' : '';
1280 #$tax_section->{'sort_weight'} = $tax_weight;
1282 foreach my $tax ( @items_tax ) {
1284 $taxtotal += $tax->{'amount'};
1286 my $description = &$escape_function( $tax->{'description'} );
1287 my $amount = sprintf( '%.2f', $tax->{'amount'} );
1289 if ( $multisection ) {
1291 push @detail_items, {
1292 ext_description => [],
1295 description => $description,
1296 amount => $money_char. $amount,
1298 section => $tax_section,
1303 push @total_items, {
1304 'total_item' => $description,
1305 'total_amount' => $other_money_char. $amount,
1310 push @buf,[ $description,
1311 $money_char. $amount,
1318 $total->{'total_item'} = $self->mt('Sub-total');
1319 $total->{'total_amount'} =
1320 $other_money_char. sprintf('%.2f', $self->charged - $taxtotal );
1322 if ( $multisection ) {
1323 if ( $taxtotal > 0 ) {
1324 # there are taxes, so prepare the section to be displayed.
1325 # $taxtotal already includes any line items that were already in the
1326 # section (fees, taxes that are charged as packages for some reason).
1327 # also set 'summarized' to false so that this isn't a summary-only
1329 $tax_section->{'subtotal'} = $other_money_char.
1330 sprintf('%.2f', $taxtotal);
1331 $tax_section->{'pretotal'} = 'New charges sub-total '.
1332 $total->{'total_amount'};
1333 $tax_section->{'description'} = $self->mt($tax_description);
1334 $tax_section->{'summarized'} = '';
1336 # append it if it's not already there
1337 if ( !grep $tax_section, @sections ) {
1338 push @sections, $tax_section;
1339 push @summary_subtotals, $tax_section;
1344 unshift @total_items, $total;
1347 $invoice_data{'taxtotal'} = sprintf('%.2f', $taxtotal);
1353 my %embolden_functions = (
1354 'latex' => sub { return '\textbf{'. shift(). '}' },
1355 'html' => sub { return '<b>'. shift(). '</b>' },
1356 'template' => sub { shift },
1358 my $embolden_function = $embolden_functions{$format};
1360 if ( $multisection ) {
1362 if ( $adjust_section->{'sort_weight'} ) {
1363 $adjust_section->{'posttotal'} = $self->mt('Balance Forward').' '.
1364 $other_money_char. sprintf("%.2f", ($self->billing_balance || 0) );
1366 $adjust_section->{'pretotal'} = $self->mt('New charges total').' '.
1367 $other_money_char. sprintf('%.2f', $self->charged );
1372 if ( $self->can('_items_total') ) { # should always be true now
1374 # even for multisection, need plain text version
1376 my @new_total_items = $self->_items_total;
1378 push @buf,['','-----------'];
1380 foreach ( @new_total_items ) {
1381 my ($item, $amount) = ($_->{'total_item'}, $_->{'total_amount'});
1382 $_->{'total_item'} = &$embolden_function( $item );
1384 if ( ref($amount) ) {
1385 $_->{'total_amount'} = &$embolden_function(
1386 $other_money_char.$amount->[0]. ' to '.
1387 $other_money_char.$amount->[1]
1390 $_->{'total_amount'} = &$embolden_function( $other_money_char.$amount );
1393 # but if it's multisection, don't append to @total_items. the adjust
1394 # section has all this stuff
1395 push @total_items, $_ if !$multisection;
1396 push @buf, [ $item, $money_char.sprintf('%10.2f',$amount) ];
1399 push @buf, [ '', '' ];
1401 # if we're showing previous invoices, also show previous
1402 # credits and payments
1403 if ( $self->enable_previous
1404 and $self->can('_items_credits')
1405 and $self->can('_items_payments') )
1409 my $credittotal = 0;
1410 foreach my $credit (
1411 $self->_items_credits( 'template' => $template, 'trim_len' => 40 )
1415 $total->{'total_item'} = &$escape_function($credit->{'description'});
1416 $credittotal += $credit->{'amount'};
1417 $total->{'total_amount'} = $minus.$other_money_char.$credit->{'amount'};
1418 if ( $multisection ) {
1419 push @detail_items, {
1420 ext_description => [],
1423 description => &$escape_function($credit->{'description'}),
1424 amount => $money_char . $credit->{'amount'},
1426 section => $adjust_section,
1429 push @total_items, $total;
1433 $invoice_data{'credittotal'} = sprintf('%.2f', $credittotal);
1436 foreach my $credit (
1437 $self->_items_credits( 'template' => $template, 'trim_len'=>32 )
1439 push @buf, [ $credit->{'description'}, $money_char.$credit->{'amount'} ];
1443 my $paymenttotal = 0;
1444 foreach my $payment (
1445 $self->_items_payments( 'template' => $template )
1448 $total->{'total_item'} = &$escape_function($payment->{'description'});
1449 $paymenttotal += $payment->{'amount'};
1450 $total->{'total_amount'} = $minus.$other_money_char.$payment->{'amount'};
1451 if ( $multisection ) {
1452 push @detail_items, {
1453 ext_description => [],
1456 description => &$escape_function($payment->{'description'}),
1457 amount => $money_char . $payment->{'amount'},
1459 section => $adjust_section,
1462 push @total_items, $total;
1464 push @buf, [ $payment->{'description'},
1465 $money_char. sprintf("%10.2f", $payment->{'amount'}),
1468 $invoice_data{'paymenttotal'} = sprintf('%.2f', $paymenttotal);
1470 if ( $multisection ) {
1471 $adjust_section->{'subtotal'} = $other_money_char.
1472 sprintf('%.2f', $credittotal + $paymenttotal);
1474 #why this? because {sort_weight} forces the adjust_section to appear
1475 #in @extra_sections instead of @sections. obviously.
1476 push @sections, $adjust_section
1477 unless $adjust_section->{sort_weight};
1478 # do not summarize; adjustments there are shown according to
1482 # create Balance Due message
1485 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1486 $total->{'total_amount'} =
1487 &$embolden_function(
1488 $other_money_char. sprintf('%.2f', #why? $summarypage
1489 # ? $self->charged +
1490 # $self->billing_balance
1492 $self->owed + $pr_total
1495 if ( $multisection && !$adjust_section->{sort_weight} ) {
1496 $adjust_section->{'posttotal'} = $total->{'total_item'}. ' '.
1497 $total->{'total_amount'};
1499 push @total_items, $total;
1501 push @buf,['','-----------'];
1502 push @buf,[$self->balance_due_msg, $money_char.
1503 sprintf("%10.2f", $balance_due ) ];
1506 if ( $conf->exists('previous_balance-show_credit')
1507 and $cust_main->balance < 0 ) {
1508 my $credit_total = {
1509 'total_item' => &$embolden_function($self->credit_balance_msg),
1510 'total_amount' => &$embolden_function(
1511 $other_money_char. sprintf('%.2f', -$cust_main->balance)
1514 if ( $multisection ) {
1515 $adjust_section->{'posttotal'} .= $newline_token .
1516 $credit_total->{'total_item'} . ' ' . $credit_total->{'total_amount'};
1519 push @total_items, $credit_total;
1521 push @buf,['','-----------'];
1522 push @buf,[$self->credit_balance_msg, $money_char.
1523 sprintf("%10.2f", -$cust_main->balance ) ];
1527 } #end of default total adding ! can('_items_total')
1529 if ( $multisection ) {
1530 if ( $conf->exists('svc_phone_sections')
1531 && $self->can('_items_svc_phone_sections')
1535 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1536 $total->{'total_amount'} =
1537 &$embolden_function(
1538 $other_money_char. sprintf('%.2f', $self->owed + $pr_total)
1540 my $last_section = pop @sections;
1541 $last_section->{'posttotal'} = $total->{'total_item'}. ' '.
1542 $total->{'total_amount'};
1543 push @sections, $last_section;
1545 push @sections, @$late_sections
1549 # make a discounts-available section, even without multisection
1550 if ( $conf->exists('discount-show_available')
1551 and my @discounts_avail = $self->_items_discounts_avail ) {
1552 my $discount_section = {
1553 'description' => $self->mt('Discounts Available'),
1558 push @sections, $discount_section; # do not summarize
1559 push @detail_items, map { +{
1560 'ref' => '', #should this be something else?
1561 'section' => $discount_section,
1562 'description' => &$escape_function( $_->{description} ),
1563 'amount' => $money_char . &$escape_function( $_->{amount} ),
1564 'ext_description' => [ &$escape_function($_->{ext_description}) || () ],
1565 } } @discounts_avail;
1568 # not adding any more sections after this
1569 $invoice_data{summary_subtotals} = \@summary_subtotals;
1572 if ( $conf->exists('usage_class_summary')
1573 and $self->can('_items_usage_class_summary') ) {
1574 my @usage_subtotals = $self->_items_usage_class_summary(escape => $escape_function, 'money_char' => $other_money_char);
1575 if ( @usage_subtotals ) {
1576 unshift @sections, $usage_subtotals[0]->{section}; # do not summarize
1577 unshift @detail_items, @usage_subtotals;
1581 # invoice history "section" (not really a section)
1582 # not to be included in any subtotals, completely independent of
1584 if ( $conf->exists('previous_invoice_history') and $cust_main->isa('FS::cust_main') ) {
1587 foreach my $cust_bill ( $cust_main->cust_bill ) {
1588 # XXX hardcoded format, and currently only 'charged'; add other fields
1589 # if they become necessary
1590 my $date = $self->time2str_local('%b %Y', $cust_bill->_date);
1591 $history{$date} ||= 0;
1592 $history{$date} += $cust_bill->charged;
1593 # just so we have a numeric sort key
1594 $monthorder{$date} ||= $cust_bill->_date;
1596 my @sorted_months = sort { $monthorder{$a} <=> $monthorder{$b} }
1598 my @sorted_amounts = map { sprintf('%.2f', $history{$_}) } @sorted_months;
1599 $invoice_data{monthly_history} = [ \@sorted_months, \@sorted_amounts ];
1602 # service locations: another option for template customization
1604 foreach my $item (@detail_items) {
1605 if ( $item->{locationnum} ) {
1606 $location_info{ $item->{locationnum} } ||= {
1607 FS::cust_location->by_key( $item->{locationnum} )->location_hash
1611 $invoice_data{location_info} = \%location_info;
1613 # debugging hook: call this with 'diag' => 1 to just get a hash of
1614 # the invoice variables
1615 return \%invoice_data if ( $params{'diag'} );
1617 # All sections and items are built; now fill in templates.
1618 my @includelist = ();
1619 push @includelist, 'summary' if $summarypage;
1620 foreach my $include ( @includelist ) {
1622 my $inc_file = $conf->key_orbase("invoice_${format}$include", $template);
1625 if ( length( $conf->config($inc_file, $agentnum) ) ) {
1627 @inc_src = $conf->config($inc_file, $agentnum);
1631 $inc_file = $conf->key_orbase("invoice_latex$include", $template);
1633 my $convert_map = $convert_maps{$format}{$include};
1635 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
1636 s/--\@\]/$delimiters{$format}[1]/g;
1639 &$convert_map( $conf->config($inc_file, $agentnum) );
1643 my $inc_tt = new Text::Template (
1645 SOURCE => [ map "$_\n", @inc_src ],
1646 DELIMITERS => $delimiters{$format},
1647 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
1649 unless ( $inc_tt->compile() ) {
1650 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
1651 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
1655 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
1657 $invoice_data{$include} =~ s/\n+$//
1658 if ($format eq 'latex');
1663 foreach ( grep /invoice_lines\(\d*\)/, @invoice_template ) { #kludgy
1664 /invoice_lines\((\d*)\)/;
1665 $invoice_lines += $1 || scalar(@buf);
1668 die "no invoice_lines() functions in template?"
1669 if ( $format eq 'template' && !$wasfunc );
1671 if ( $invoice_lines ) {
1672 $invoice_data{'total_pages'} = int( scalar(@buf) / $invoice_lines );
1673 $invoice_data{'total_pages'}++
1674 if scalar(@buf) % $invoice_lines;
1677 #setup subroutine for the template
1678 $invoice_data{invoice_lines} = sub {
1679 my $lines = shift || scalar(@buf);
1688 if ($format eq 'template') {
1693 push @collect, split("\n",
1694 $text_template->fill_in( HASH => \%invoice_data )
1696 $invoice_data{'page'}++;
1698 map "$_\n", @collect;
1700 } else { # this is where we actually create the invoice
1702 if ( $params{no_addresses} ) {
1703 delete $invoice_data{$_} foreach qw(
1704 payname company address1 address2 city state zip country
1706 $invoice_data{returnaddress} = '~';
1709 warn "filling in template for invoice ". $self->invnum. "\n"
1711 warn join("\n", map " $_ => ". $invoice_data{$_}, keys %invoice_data). "\n"
1714 $text_template->fill_in(HASH => \%invoice_data);
1718 sub notice_name { '('.shift->table.')'; }
1720 # this is not supposed to happen
1721 sub template_conf { warn "bare FS::Template_Mixin::template_conf";
1725 # helper routine for generating date ranges
1726 sub _prior_month30s {
1729 [ 1, 2592000 ], # 0-30 days ago
1730 [ 2592000, 5184000 ], # 30-60 days ago
1731 [ 5184000, 7776000 ], # 60-90 days ago
1732 [ 7776000, 0 ], # 90+ days ago
1735 map { [ $_->[0] ? $self->_date - $_->[0] - 1 : '',
1736 $_->[1] ? $self->_date - $_->[1] - 1 : '',
1741 =item print_ps HASHREF | [ TIME [ , TEMPLATE ] ]
1743 Returns an postscript invoice, as a scalar.
1745 Options can be passed as a hashref (recommended) or as a list of time, template
1746 and then any key/value pairs for any other options.
1748 I<time> an optional value used to control the printing of overdue messages. The
1749 default is now. It isn't the date of the invoice; that's the `_date' field.
1750 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1751 L<Time::Local> and L<Date::Parse> for conversion functions.
1753 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1760 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1761 my $ps = generate_ps($file);
1763 unlink($barcodefile) if $barcodefile;
1768 =item print_pdf HASHREF | [ TIME [ , TEMPLATE ] ]
1770 Returns an PDF invoice, as a scalar.
1772 Options can be passed as a hashref (recommended) or as a list of time, template
1773 and then any key/value pairs for any other options.
1775 I<time> an optional value used to control the printing of overdue messages. The
1776 default is now. It isn't the date of the invoice; that's the `_date' field.
1777 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1778 L<Time::Local> and L<Date::Parse> for conversion functions.
1780 I<template>, if specified, is the name of a suffix for alternate invoices.
1782 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1789 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1790 my $pdf = generate_pdf($file);
1792 unlink($barcodefile) if $barcodefile;
1797 =item print_html HASHREF | [ TIME [ , TEMPLATE [ , CID ] ] ]
1799 Returns an HTML invoice, as a scalar.
1801 I<time> an optional value used to control the printing of overdue messages. The
1802 default is now. It isn't the date of the invoice; that's the `_date' field.
1803 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1804 L<Time::Local> and L<Date::Parse> for conversion functions.
1806 I<template>, if specified, is the name of a suffix for alternate invoices.
1808 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1810 I<cid> is a MIME Content-ID used to create a "cid:" URL for the logo image, used
1811 when emailing the invoice as part of a multipart/related MIME email.
1819 %params = %{ shift() };
1823 $params{'format'} = 'html';
1825 $self->print_generic( %params );
1828 # quick subroutine for print_latex
1830 # There are ten characters that LaTeX treats as special characters, which
1831 # means that they do not simply typeset themselves:
1832 # # $ % & ~ _ ^ \ { }
1834 # TeX ignores blanks following an escaped character; if you want a blank (as
1835 # in "10% of ..."), you have to "escape" the blank as well ("10\%\ of ...").
1839 $value =~ s/([#\$%&~_\^{}])( )?/"\\$1". ( ( defined($2) && length($2) ) ? "\\$2" : '' )/ge;
1840 $value =~ s/([<>])/\$$1\$/g;
1846 encode_entities($value);
1850 sub _html_escape_nbsp {
1851 my $value = _html_escape(shift);
1852 $value =~ s/ +/ /g;
1856 #utility methods for print_*
1858 sub _translate_old_latex_format {
1859 warn "_translate_old_latex_format called\n"
1866 if ( $line =~ /^%%Detail\s*$/ ) {
1868 push @template, q![@--!,
1869 q! foreach my $_tr_line (@detail_items) {!,
1870 q! if ( scalar ($_tr_item->{'ext_description'} ) ) {!,
1871 q! $_tr_line->{'description'} .= !,
1872 q! "\\tabularnewline\n~~".!,
1873 q! join( "\\tabularnewline\n~~",!,
1874 q! @{$_tr_line->{'ext_description'}}!,
1878 while ( ( my $line_item_line = shift )
1879 !~ /^%%EndDetail\s*$/ ) {
1880 $line_item_line =~ s/'/\\'/g; # nice LTS
1881 $line_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1882 $line_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1883 push @template, " \$OUT .= '$line_item_line';";
1886 push @template, '}',
1889 } elsif ( $line =~ /^%%TotalDetails\s*$/ ) {
1891 push @template, '[@--',
1892 ' foreach my $_tr_line (@total_items) {';
1894 while ( ( my $total_item_line = shift )
1895 !~ /^%%EndTotalDetails\s*$/ ) {
1896 $total_item_line =~ s/'/\\'/g; # nice LTS
1897 $total_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1898 $total_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1899 push @template, " \$OUT .= '$total_item_line';";
1902 push @template, '}',
1906 $line =~ s/\$(\w+)/[\@-- \$$1 --\@]/g;
1907 push @template, $line;
1913 warn "$_\n" foreach @template;
1925 my $conf = $self->conf;
1927 #check for an invoice-specific override
1928 return $self->invoice_terms if $self->invoice_terms;
1930 #check for a customer- specific override
1931 my $cust_main = $self->cust_main;
1932 return $cust_main->invoice_terms if $cust_main && $cust_main->invoice_terms;
1936 $agentnum = $cust_main->agentnum;
1937 } elsif ( my $prospect_main = $self->prospect_main ) {
1938 $agentnum = $prospect_main->agentnum;
1941 #use configured default
1942 $conf->config('invoice_default_terms', $agentnum) || '';
1952 if ( $self->terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
1953 $duedate = $self->_date() + ( $1 * 86400 );
1954 } elsif ( $self->terms =~ /^End of Month$/ ) {
1955 my ($mon,$year) = (localtime($self->_date) )[4,5];
1957 until ( $mon < 12 ) { $mon -= 12; $year++; }
1958 my $nextmonth_first = timelocal(0,0,0,1,$mon,$year);
1959 $duedate = $nextmonth_first - 86400;
1970 $self->due_date ? $self->time2str_local(shift, $self->due_date) : '';
1973 =item balance_due_msg
1977 sub balance_due_msg {
1979 my $msg = $self->mt('Balance Due');
1980 return $msg unless $self->terms; # huh?
1981 if ( !$self->conf->exists('invoice_show_prior_due_date')
1982 or $self->conf->exists('invoice_sections') ) {
1983 # if enabled, the due date is shown with Total New Charges (see
1984 # _items_total) and not here
1985 # (yes, or if invoice_sections is enabled; this is just for compatibility)
1986 if ( $self->due_date ) {
1988 $self->conf->config('invoice_pay_by_msg', $self->agentnum)
1989 || 'Please pay by [_1]';
1990 $msg .= ' - ' . $self->mt($please_pay_by, $self->due_date2str('short')).
1992 unless $self->conf->config_bool('invoice_omit_due_date',$self->agentnum);
1993 } elsif ( $self->terms ) {
1994 $msg .= ' - '. $self->mt($self->terms);
2000 =item balance_due_date
2004 sub balance_due_date {
2006 my $conf = $self->conf;
2008 my $terms = $self->terms;
2009 if ( $terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2010 $duedate = $self->time2str_local('rdate', $self->_date + ($1*86400) );
2015 sub credit_balance_msg {
2017 $self->mt('Credit Balance Remaining')
2022 Returns a string with the date, for example: "3/20/2008", localized for the
2023 customer. Use _date_pretty_unlocalized for non-end-customer display use.
2029 $self->time2str_local('short', $self->_date);
2032 =item _date_pretty_unlocalized
2034 Returns a string with the date, for example: "3/20/2008", in the format
2035 configured for the back-office. Use _date_pretty for end-customer display use.
2039 sub _date_pretty_unlocalized {
2041 time2str($date_format, $self->_date);
2046 Emails this template.
2048 Options are passed as a hashref. Available options:
2054 If specified, overrides the default From: address.
2058 If specified, overrides the name of the sent document ("Invoice" or "Quotation")
2062 (Deprecated) If specified, is the name of a suffix for alternate template files.
2066 Options accepted by generate_email can also be used.
2072 my $opt = shift || {};
2073 if ($opt and !ref($opt)) {
2074 die ref($self). '->email called with positional parameters';
2077 return if $self->hide;
2079 my $error = send_email(
2080 $self->generate_email(
2081 'subject' => $self->email_subject($opt->{template}),
2082 %$opt, # template, etc.
2086 die "can't email: $error\n" if $error;
2089 =item generate_email OPTION => VALUE ...
2097 sender address, required
2101 alternate template name, optional
2105 email subject, optional
2109 notice name instead of "Invoice", optional
2113 Returns an argument list to be passed to L<FS::Misc::send_email>.
2119 sub generate_email {
2123 my $conf = $self->conf;
2125 my $me = '[FS::Template_Mixin::generate_email]';
2128 'from' => $args{'from'},
2129 'subject' => ($args{'subject'} || $self->email_subject),
2130 'custnum' => $self->custnum,
2131 'msgtype' => 'invoice',
2134 $args{'unsquelch_cdr'} = $conf->exists('voip-cdr_email');
2136 my $cust_main = $self->cust_main;
2138 if (ref($args{'to'}) eq 'ARRAY') {
2139 $return{'to'} = $args{'to'};
2140 } elsif ( $cust_main ) {
2141 $return{'to'} = [ $cust_main->invoicing_list_emailonly ];
2144 my $tc = $self->template_conf;
2146 my @text; # array of lines
2147 my $html; # a big string
2148 my @related_parts; # will contain the text/HTML alternative, and images
2149 my $related; # will contain the multipart/related object
2151 if ( $conf->exists($tc. 'email_pdf') ) {
2152 if ( my $msgnum = $conf->config($tc.'email_pdf_msgnum') ) {
2154 warn "$me using '${tc}email_pdf_msgnum' in multipart message"
2157 my $msg_template = FS::msg_template->by_key($msgnum)
2158 or die "${tc}email_pdf_msgnum $msgnum not found\n";
2159 my $cust_msg = $msg_template->prepare(
2160 cust_main => $self->cust_main,
2162 msgtype => 'invoice',
2165 # XXX hack to make this work in the new cust_msg era; consider replacing
2166 # with cust_bill_send_with_notice events.
2167 my @parts = $cust_msg->parts;
2168 foreach my $part (@parts) { # will only have two parts, normally
2169 if ( $part->mime_type eq 'text/plain' ) {
2170 @text = @{ $part->body };
2171 } elsif ( $part->mime_type eq 'text/html' ) {
2172 $html = $part->bodyhandle->as_string;
2176 } elsif ( my @note = $conf->config($tc.'email_pdf_note') ) {
2178 warn "$me using '${tc}email_pdf_note' in multipart message"
2180 @text = $conf->config($tc.'email_pdf_note');
2181 $html = join('<BR>', @text);
2183 } # else use the plain text invoice
2188 if ( $conf->config($tc.'template') ) {
2190 warn "$me generating plain text invoice"
2193 # 'print_text' argument is no longer used
2194 @text = $self->print_text(\%args);
2198 warn "$me no plain text version exists; sending empty message body"
2205 my $text_part = build MIME::Entity (
2206 'Type' => 'text/plain',
2207 'Encoding' => 'quoted-printable',
2208 'Charset' => 'UTF-8',
2209 #'Encoding' => '7bit',
2211 'Disposition' => 'inline',
2216 if ( $conf->exists($tc.'html') ) {
2217 warn "$me generating HTML invoice"
2220 $args{'from'} =~ /\@([\w\.\-]+)/;
2221 my $from = $1 || 'example.com';
2222 my $content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2225 my $agentnum = $cust_main ? $cust_main->agentnum
2226 : $self->prospect_main->agentnum;
2227 if ( defined($args{'template'}) && length($args{'template'})
2228 && $conf->exists( 'logo_'. $args{'template'}. '.png', $agentnum )
2231 $logo = 'logo_'. $args{'template'}. '.png';
2235 my $image_data = $conf->config_binary( $logo, $agentnum);
2237 push @related_parts, build MIME::Entity
2238 'Type' => 'image/png',
2239 'Encoding' => 'base64',
2240 'Data' => $image_data,
2241 'Filename' => 'logo.png',
2242 'Content-ID' => "<$content_id>",
2245 if ( ref($self) eq 'FS::cust_bill' && $conf->exists('invoice-barcode') ) {
2246 my $barcode_content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2247 push @related_parts, build MIME::Entity
2248 'Type' => 'image/png',
2249 'Encoding' => 'base64',
2250 'Data' => $self->invoice_barcode(0),
2251 'Filename' => 'barcode.png',
2252 'Content-ID' => "<$barcode_content_id>",
2254 $args{'barcode_cid'} = $barcode_content_id;
2257 $html = $self->print_html({ 'cid'=>$content_id, %args });
2264 warn "$me creating HTML/text multipart message"
2267 $return{'nobody'} = 1;
2269 my $alternative = build MIME::Entity
2270 'Type' => 'multipart/alternative',
2271 #'Encoding' => '7bit',
2272 'Disposition' => 'inline'
2276 $alternative->add_part($text_part);
2279 $alternative->attach(
2280 'Type' => 'text/html',
2281 'Encoding' => 'quoted-printable',
2282 'Data' => [ '<html>',
2285 ' '. encode_entities($return{'subject'}),
2288 ' <body bgcolor="#e8e8e8">',
2293 'Disposition' => 'inline',
2294 #'Filename' => 'invoice.pdf',
2297 unshift @related_parts, $alternative;
2299 $related = build MIME::Entity 'Type' => 'multipart/related',
2300 'Encoding' => '7bit';
2302 #false laziness w/Misc::send_email
2303 $related->head->replace('Content-type',
2304 $related->mime_type.
2305 '; boundary="'. $related->head->multipart_boundary. '"'.
2306 '; type=multipart/alternative'
2309 $related->add_part($_) foreach @related_parts;
2313 my @otherparts = ();
2314 if ( ref($self) eq 'FS::cust_bill' && $cust_main->email_csv_cdr ) {
2316 if ( $conf->config('voip-cdr_email_attach') eq 'zip' ) {
2318 my $data = join('', map "$_\n",
2319 $self->call_details(prepend_billed_number=>1)
2322 my $zip = new Archive::Zip;
2323 my $file = $zip->addString( $data, 'usage-'.$self->invnum.'.csv' );
2324 $file->desiredCompressionMethod( COMPRESSION_DEFLATED );
2327 my $SH = IO::Scalar->new(\$zipdata);
2328 my $status = $zip->writeToFileHandle($SH);
2329 die "Error zipping CDR attachment: $!" unless $status == AZ_OK;
2331 push @otherparts, build MIME::Entity
2332 'Type' => 'application/zip',
2333 'Encoding' => 'base64',
2335 'Disposition' => 'attachment',
2336 'Filename' => 'usage-'. $self->invnum. '.zip',
2339 } else { # } elsif ( $conf->config('voip-cdr_email_attach') eq 'csv' ) {
2341 push @otherparts, build MIME::Entity
2342 'Type' => 'text/csv',
2343 'Encoding' => '7bit',
2344 'Data' => [ map { "$_\n" }
2345 $self->call_details('prepend_billed_number' => 1)
2347 'Disposition' => 'attachment',
2348 'Filename' => 'usage-'. $self->invnum. '.csv',
2355 if ( $conf->exists($tc.'email_pdf') ) {
2360 # multipart/alternative
2366 my $pdf = build MIME::Entity $self->mimebuild_pdf(\%args);
2367 push @otherparts, $pdf;
2371 $return{'content-type'} = 'multipart/mixed'; # of the outer container
2373 $return{'mimeparts'} = [ $related, @otherparts ];
2374 $return{'type'} = 'multipart/related'; # of the first part
2376 $return{'mimeparts'} = [ $text_part, @otherparts ];
2377 $return{'type'} = 'text/plain';
2379 } elsif ( $html ) { # no PDF or CSV, strip the outer container
2380 $return{'mimeparts'} = \@related_parts;
2381 $return{'content-type'} = 'multipart/related';
2382 $return{'type'} = 'multipart/alternative';
2383 } else { # no HTML either
2384 $return{'body'} = \@text;
2385 $return{'content-type'} = 'text/plain';
2394 Returns a list suitable for passing to MIME::Entity->build(), representing
2395 this quotation or invoice as PDF attachment.
2402 'Type' => 'application/pdf',
2403 'Encoding' => 'base64',
2404 'Data' => [ $self->print_pdf(@_) ],
2405 'Disposition' => 'attachment',
2406 'Filename' => $self->pdf_filename,
2410 =item postal_mail_fsinc
2412 Sends this invoice to the Freeside Internet Services, Inc. print and mail
2418 use IO::Socket::SSL;
2420 use HTTP::Request::Common qw( POST );
2421 use Cpanel::JSON::XS;
2423 sub postal_mail_fsinc {
2424 my ( $self, %opt ) = @_;
2426 my $url = 'https://ws.freeside.biz/print';
2428 my $cust_main = $self->cust_main;
2429 my $agentnum = $cust_main->agentnum;
2430 my $bill_location = $cust_main->bill_location;
2432 die "Extra charges for international mailing; contact support\@freeside.biz to enable\n"
2433 if $bill_location->country ne 'US';
2435 my $conf = new FS::Conf;
2437 my @company_address = $conf->config('company_address', $agentnum);
2438 my ( $company_address1, $company_address2, $company_city, $company_state, $company_zip );
2439 if ( $company_address[2] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2440 $company_address1 = $company_address[0];
2441 $company_address2 = $company_address[1];
2443 $company_state = $2;
2445 } elsif ( $company_address[1] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2446 $company_address1 = $company_address[0];
2447 $company_address2 = '';
2449 $company_state = $2;
2452 die "Unparsable company_address; contact support\@freeside.biz\n";
2454 $company_city =~ s/,$//;
2456 my $file = $self->print_pdf(%opt, 'no_addresses' => 1);
2457 my $pages = CAM::PDF->new($file)->numPages;
2459 my $ua = LWP::UserAgent->new(
2461 verify_hostname => 0,
2462 SSL_verify_mode => IO::Socket::SSL::SSL_VERIFY_NONE,
2463 SSL_version => 'SSLv3',
2466 my $response = $ua->request( POST $url, [
2467 'support-key' => scalar($conf->config('support-key')),
2468 'file' => encode_base64($file),
2472 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
2473 'company_address1' => $company_address1,
2474 'company_address2' => $company_address2,
2475 'company_city' => $company_city,
2476 'company_state' => $company_state,
2477 'company_zip' => $company_zip,
2478 'company_country' => 'US',
2479 'company_phonenum' => scalar($conf->config('company_phonenum', $agentnum)),
2480 'company_email' => scalar($conf->config('invoice_from', $agentnum)),
2483 'name' => $cust_main->invoice_attn
2484 || $cust_main->contact_firstlast,
2485 'company' => $cust_main->company,
2486 'address1' => $bill_location->address1,
2487 'address2' => $bill_location->address2,
2488 'city' => $bill_location->city,
2489 'state' => $bill_location->state,
2490 'zip' => $bill_location->zip,
2491 'country' => $bill_location->country,
2494 die "Print connection error: ". $response->message.
2495 ' ('. $response->as_string. ")\n"
2496 unless $response->is_success;
2499 my $content = eval { decode_json($response->content) };
2500 die "Print JSON error : $@\n" if $@;
2502 die $content->{error}."\n"
2503 if $content->{error};
2505 #TODO: store this so we can query for a status later
2506 warn "Invoice printed, ID ". $content->{id}. "\n";
2512 =item _items_sections OPTIONS
2514 Generate section information for all items appearing on this invoice.
2515 This will only be called for multi-section invoices.
2517 For each line item (L<FS::cust_bill_pkg> record), this will fetch all
2518 related display records (L<FS::cust_bill_pkg_display>) and organize
2519 them into two groups ("early" and "late" according to whether they come
2520 before or after the total), then into sections. A subtotal is calculated
2523 Section descriptions are returned in sort weight order. Each consists
2524 of a hash containing:
2526 description: the package category name, escaped
2527 subtotal: the total charges in that section
2528 tax_section: a flag indicating that the section contains only tax charges
2529 summarized: same as tax_section, for some reason
2530 sort_weight: the package category's sort weight
2532 If 'condense' is set on the display record, it also contains everything
2533 returned from C<_condense_section()>, i.e. C<_condensed_foo_generator>
2534 coderefs to generate parts of the invoice. This is not advised.
2536 The method returns two arrayrefs, one of "early" sections and one of "late"
2539 OPTIONS may include:
2541 by_location: a flag to divide the invoice into sections by location.
2542 Each section hash will have a 'location' element containing a hashref of
2543 the location fields (see L<FS::cust_location>). The section description
2544 will be the location label, but the template can use any of the location
2545 fields to create a suitable label.
2547 by_category: a flag to divide the invoice into sections using display
2548 records (see L<FS::cust_bill_pkg_display>). This is the "traditional"
2549 behavior. Each section hash will have a 'category' element containing
2550 the section name from the display record (which probably equals the
2551 category name of the package, but may not in some cases).
2553 summary: a flag indicating that this is a summary-format invoice.
2554 Turning this on has the following effects:
2555 - Ignores display items with the 'summary' flag.
2556 - Places all sections in the "early" group even if they have post_total.
2557 - Creates sections for all non-disabled package categories, even if they
2558 have no charges on this invoice, as well as a section with no name.
2560 escape: an escape function to use for section titles.
2562 extra_sections: an arrayref of additional sections to return after the
2563 sorted list. If there are any of these, section subtotals exclude
2566 format: 'latex', 'html', or 'template' (i.e. text). Not used, but
2567 passed through to C<_condense_section()>.
2571 use vars qw(%pkg_category_cache);
2572 sub _items_sections {
2576 my $escape = $opt{escape};
2577 my @extra_sections = @{ $opt{extra_sections} || [] };
2579 # $subtotal{$locationnum}{$categoryname} = amount.
2580 # if we're not using by_location, $locationnum is undef.
2581 # if we're not using by_category, you guessed it, $categoryname is undef.
2582 # if we're not using either one, we shouldn't be here in the first place...
2584 my %late_subtotal = ();
2587 # About tax items + multisection invoices:
2588 # If either invoice_*summary option is enabled, AND there is a
2589 # package category with the name of the tax, then there will be
2590 # a display record assigning the tax item to that category.
2592 # However, the taxes are always placed in the "Taxes, Surcharges,
2593 # and Fees" section regardless of that. The only effect of the
2594 # display record is to create a subtotal for the summary page.
2597 my $pkg_hash = $self->cust_pkg_hash;
2599 foreach my $cust_bill_pkg ( $self->cust_bill_pkg )
2602 my $usage = $cust_bill_pkg->usage;
2605 if ( $opt{by_location} ) {
2606 if ( $cust_bill_pkg->pkgnum ) {
2607 $locationnum = $pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum;
2612 $locationnum = undef;
2615 # as in _items_cust_pkg, if a line item has no display records,
2616 # cust_bill_pkg_display() returns a default record for it
2618 foreach my $display ($cust_bill_pkg->cust_bill_pkg_display) {
2619 next if ( $display->summary && $opt{summary} );
2621 my $section = $display->section;
2622 my $type = $display->type;
2623 # Set $section = undef if we're sectioning by location and this
2624 # line item _has_ a location (i.e. isn't a fee).
2625 $section = undef if $locationnum;
2627 # set this flag if the section is not tax-only
2628 $not_tax{$locationnum}{$section} = 1
2629 if $cust_bill_pkg->pkgnum or $cust_bill_pkg->feepart;
2631 # there's actually a very important piece of logic buried in here:
2632 # incrementing $late_subtotal{$section} CREATES
2633 # $late_subtotal{$section}. keys(%late_subtotal) is later used
2634 # to define the list of late sections, and likewise keys(%subtotal).
2635 # When _items_cust_bill_pkg is called to generate line items for
2636 # real, it will be called with 'section' => $section for each
2638 if ( $display->post_total && !$opt{summary} ) {
2639 if (! $type || $type eq 'S') {
2640 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2641 if $cust_bill_pkg->setup != 0
2642 || $cust_bill_pkg->setup_show_zero;
2646 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur
2647 if $cust_bill_pkg->recur != 0
2648 || $cust_bill_pkg->recur_show_zero;
2651 if ($type && $type eq 'R') {
2652 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2653 if $cust_bill_pkg->recur != 0
2654 || $cust_bill_pkg->recur_show_zero;
2657 if ($type && $type eq 'U') {
2658 $late_subtotal{$locationnum}{$section} += $usage
2659 unless scalar(@extra_sections);
2662 } else { # it's a pre-total (normal) section
2664 # skip tax items unless they're explicitly included in a section
2665 next if $cust_bill_pkg->pkgnum == 0 and
2666 ! $cust_bill_pkg->feepart and
2669 if ( $type eq 'S' ) {
2670 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2671 if $cust_bill_pkg->setup != 0
2672 || $cust_bill_pkg->setup_show_zero;
2673 } elsif ( $type eq 'R' ) {
2674 $subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2675 if $cust_bill_pkg->recur != 0
2676 || $cust_bill_pkg->recur_show_zero;
2677 } elsif ( $type eq 'U' ) {
2678 $subtotal{$locationnum}{$section} += $usage
2679 unless scalar(@extra_sections);
2680 } elsif ( !$type ) {
2681 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2682 + $cust_bill_pkg->recur;
2691 %pkg_category_cache = ();
2693 # summary invoices need subtotals for all non-disabled package categories,
2694 # even if they're zero
2695 # but currently assume that there are no location sections, or at least
2696 # that the summary page doesn't care about them
2697 if ( $opt{summary} ) {
2698 foreach my $category (qsearch('pkg_category', {disabled => ''})) {
2699 $subtotal{''}{$category->categoryname} ||= 0;
2701 $subtotal{''}{''} ||= 0;
2705 foreach my $post_total (0,1) {
2707 my $s = $post_total ? \%late_subtotal : \%subtotal;
2708 foreach my $locationnum (keys %$s) {
2709 foreach my $sectionname (keys %{ $s->{$locationnum} }) {
2711 'subtotal' => $s->{$locationnum}{$sectionname},
2714 if ( $locationnum ) {
2715 $section->{'locationnum'} = $locationnum;
2716 my $location = FS::cust_location->by_key($locationnum);
2717 $section->{'description'} = &{ $escape }($location->location_label);
2718 # Better ideas? This will roughly group them by proximity,
2719 # which alpha sorting on any of the address fields won't.
2720 # Sorting by locationnum is meaningless.
2721 # We have to sort on _something_ or the order may change
2722 # randomly from one invoice to the next, which will confuse
2724 $section->{'sort_weight'} = sprintf('%012s',$location->zip) .
2726 $section->{'location'} = {
2727 label_prefix => &{ $escape }($location->label_prefix),
2728 map { $_ => &{ $escape }($location->get($_)) }
2732 $section->{'category'} = $sectionname;
2733 $section->{'description'} = &{ $escape }($sectionname);
2734 if ( _pkg_category($sectionname) ) {
2735 $section->{'sort_weight'} = _pkg_category($sectionname)->weight;
2736 if ( _pkg_category($sectionname)->condense ) {
2737 $section = { %$section, $self->_condense_section($opt{format}) };
2741 if ( !$post_total and !$not_tax{$locationnum}{$sectionname} ) {
2742 # then it's a tax-only section
2743 $section->{'summarized'} = 'Y';
2744 $section->{'tax_section'} = 'Y';
2746 push @these, $section;
2747 } # foreach $sectionname
2748 } #foreach $locationnum
2749 push @these, @extra_sections if $post_total == 0;
2750 # need an alpha sort for location sections, because postal codes can
2752 $sections[ $post_total ] = [ sort {
2753 $opt{'by_location'} ?
2754 ($a->{sort_weight} cmp $b->{sort_weight}) :
2755 ($a->{sort_weight} <=> $b->{sort_weight})
2757 } #foreach $post_total
2759 return @sections; # early, late
2762 #helper subs for above
2766 $self->{cust_pkg} ||= { map { $_->pkgnum => $_ } $self->cust_pkg };
2770 my $categoryname = shift;
2771 $pkg_category_cache{$categoryname} ||=
2772 qsearchs( 'pkg_category', { 'categoryname' => $categoryname } );
2775 my %condensed_format = (
2776 'label' => [ qw( Description Qty Amount ) ],
2778 sub { shift->{description} },
2779 sub { shift->{quantity} },
2780 sub { my($href, %opt) = @_;
2781 ($opt{dollar} || ''). $href->{amount};
2784 'align' => [ qw( l r r ) ],
2785 'span' => [ qw( 5 1 1 ) ], # unitprices?
2786 'width' => [ qw( 10.7cm 1.4cm 1.6cm ) ], # don't like this
2789 sub _condense_section {
2790 my ( $self, $format ) = ( shift, shift );
2792 map { my $method = "_condensed_$_"; $_ => $self->$method($format) }
2793 qw( description_generator
2796 total_line_generator
2801 sub _condensed_generator_defaults {
2802 my ( $self, $format ) = ( shift, shift );
2803 return ( \%condensed_format, ' ', ' ', ' ', sub { shift } );
2812 sub _condensed_header_generator {
2813 my ( $self, $format ) = ( shift, shift );
2815 my ( $f, $prefix, $suffix, $separator, $column ) =
2816 _condensed_generator_defaults($format);
2818 if ($format eq 'latex') {
2819 $prefix = "\\hline\n\\rule{0pt}{2.5ex}\n\\makebox[1.4cm]{}&\n";
2820 $suffix = "\\\\\n\\hline";
2823 sub { my ($d,$a,$s,$w) = @_;
2824 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2826 } elsif ( $format eq 'html' ) {
2827 $prefix = '<th></th>';
2831 sub { my ($d,$a,$s,$w) = @_;
2832 return qq!<th align="$html_align{$a}">$d</th>!;
2840 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2842 &{$column}( map { $f->{$_}->[$i] } qw(label align span width) );
2845 $prefix. join($separator, @result). $suffix;
2850 sub _condensed_description_generator {
2851 my ( $self, $format ) = ( shift, shift );
2853 my ( $f, $prefix, $suffix, $separator, $column ) =
2854 _condensed_generator_defaults($format);
2856 my $money_char = '$';
2857 if ($format eq 'latex') {
2858 $prefix = "\\hline\n\\multicolumn{1}{c}{\\rule{0pt}{2.5ex}~} &\n";
2860 $separator = " & \n";
2862 sub { my ($d,$a,$s,$w) = @_;
2863 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2865 $money_char = '\\dollar';
2866 }elsif ( $format eq 'html' ) {
2867 $prefix = '"><td align="center"></td>';
2871 sub { my ($d,$a,$s,$w) = @_;
2872 return qq!<td align="$html_align{$a}">$d</td>!;
2874 #$money_char = $conf->config('money_char') || '$';
2875 $money_char = ''; # this is madness
2883 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2885 $dollar = $money_char if $i == scalar(@{$f->{label}})-1;
2887 &{$column}( &{$f->{fields}->[$i]}($href, 'dollar' => $dollar),
2888 map { $f->{$_}->[$i] } qw(align span width)
2892 $prefix. join( $separator, @result ). $suffix;
2897 sub _condensed_total_generator {
2898 my ( $self, $format ) = ( shift, shift );
2900 my ( $f, $prefix, $suffix, $separator, $column ) =
2901 _condensed_generator_defaults($format);
2904 if ($format eq 'latex') {
2907 $separator = " & \n";
2909 sub { my ($d,$a,$s,$w) = @_;
2910 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2912 }elsif ( $format eq 'html' ) {
2916 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2918 sub { my ($d,$a,$s,$w) = @_;
2919 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2928 # my $r = &{$f->{fields}->[$i]}(@args);
2929 # $r .= ' Total' unless $i;
2931 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2933 &{$column}( &{$f->{fields}->[$i]}(@args). ($i ? '' : ' Total'),
2934 map { $f->{$_}->[$i] } qw(align span width)
2938 $prefix. join( $separator, @result ). $suffix;
2943 =item total_line_generator FORMAT
2945 Returns a coderef used for generation of invoice total line items for this
2946 usage_class. FORMAT is either html or latex
2950 # should not be used: will have issues with hash element names (description vs
2951 # total_item and amount vs total_amount -- another array of functions?
2953 sub _condensed_total_line_generator {
2954 my ( $self, $format ) = ( shift, shift );
2956 my ( $f, $prefix, $suffix, $separator, $column ) =
2957 _condensed_generator_defaults($format);
2960 if ($format eq 'latex') {
2963 $separator = " & \n";
2965 sub { my ($d,$a,$s,$w) = @_;
2966 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2968 }elsif ( $format eq 'html' ) {
2972 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2974 sub { my ($d,$a,$s,$w) = @_;
2975 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2984 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2986 &{$column}( &{$f->{fields}->[$i]}(@args),
2987 map { $f->{$_}->[$i] } qw(align span width)
2991 $prefix. join( $separator, @result ). $suffix;
2996 =item _items_pkg [ OPTIONS ]
2998 Return line item hashes for each package item on this invoice. Nearly
3001 $self->_items_cust_bill_pkg([ $self->cust_bill_pkg ])
3003 OPTIONS are passed through to _items_cust_bill_pkg, and should include
3004 'format' and 'escape_function' at minimum.
3006 To produce items for a specific invoice section, OPTIONS should include
3007 'section', a hashref containing 'category' and/or 'locationnum' keys.
3009 'section' may also contain a key named 'condensed'. If this is present
3010 and has a true value, _items_pkg will try to merge identical items into items
3011 with 'quantity' equal to the number of items (not the sum of their separate
3012 quantities, for some reason).
3018 # The order of these is important. Bundled line items will be merged into
3019 # the most recent non-hidden item, so it needs to be the one with:
3021 # - the same start date
3022 # - no pkgpart_override
3024 # So: sort by pkgnum,
3026 # then sort the base line item before any overrides
3027 # then sort hidden before non-hidden add-ons
3028 # then sort by override pkgpart (for consistency)
3029 sort { $a->pkgnum <=> $b->pkgnum or
3030 $a->sdate <=> $b->sdate or
3031 ($a->pkgpart_override ? 0 : -1) or
3032 ($b->pkgpart_override ? 0 : 1) or
3033 $b->hidden cmp $a->hidden or
3034 $a->pkgpart_override <=> $b->pkgpart_override
3036 # and of course exclude taxes and fees
3037 grep { $_->pkgnum > 0 } $self->cust_bill_pkg;
3043 my @cust_bill_pkg = grep { $_->feepart } $self->cust_bill_pkg;
3044 my $escape_function = $options{escape_function};
3047 foreach my $cust_bill_pkg (@cust_bill_pkg) {
3048 # cache this, so we don't look it up again in every section
3049 my $part_fee = $cust_bill_pkg->get('part_fee')
3050 || $cust_bill_pkg->part_fee;
3051 $cust_bill_pkg->set('part_fee', $part_fee);
3053 #die "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n"; # might make more sense
3054 warn "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n";
3057 if ( exists($options{section}) and exists($options{section}{category}) )
3059 my $categoryname = $options{section}{category};
3060 # then filter for items that have that section
3061 if ( $part_fee->categoryname ne $categoryname ) {
3062 warn "skipping fee '".$part_fee->itemdesc."'--not in section $categoryname\n" if $DEBUG;
3065 } # otherwise include them all in the main section
3066 # XXX what to do when sectioning by location?
3069 my %base_invnums; # invnum => invoice date
3070 foreach ($cust_bill_pkg->cust_bill_pkg_fee) {
3071 if ($_->base_invnum) {
3072 my $base_bill = FS::cust_bill->by_key($_->base_invnum);
3073 my $base_date = $self->time2str_local('short', $base_bill->_date)
3075 $base_invnums{$_->base_invnum} = $base_date || '';
3078 foreach (sort keys(%base_invnums)) {
3079 next if $_ == $self->invnum;
3080 # per convention, we must escape ext_description lines
3082 &{$escape_function}(
3083 $self->mt('from invoice #[_1] on [_2]', $_, $base_invnums{$_})
3086 my $desc = $part_fee->itemdesc_locale($self->cust_main->locale);
3087 # but not escape the base description line
3090 { feepart => $cust_bill_pkg->feepart,
3091 amount => sprintf('%.2f', $cust_bill_pkg->setup + $cust_bill_pkg->recur),
3092 description => $desc,
3093 ext_description => \@ext_desc
3104 warn "$me _items_pkg searching for all package line items\n"
3107 my @cust_bill_pkg = $self->_items_nontax;
3109 warn "$me _items_pkg filtering line items\n"
3111 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3113 if ($options{section} && $options{section}->{condensed}) {
3115 warn "$me _items_pkg condensing section\n"
3119 local $Storable::canonical = 1;
3120 foreach ( @items ) {
3122 delete $item->{ref};
3123 delete $item->{ext_description};
3124 my $key = freeze($item);
3125 $itemshash{$key} ||= 0;
3126 $itemshash{$key} ++; # += $item->{quantity};
3128 @items = sort { $a->{description} cmp $b->{description} }
3129 map { my $i = thaw($_);
3130 $i->{quantity} = $itemshash{$_};
3132 sprintf( "%.2f", $i->{quantity} * $i->{amount} );#unit_amount
3138 warn "$me _items_pkg returning ". scalar(@items). " items\n"
3145 return 0 unless $a->itemdesc cmp $b->itemdesc;
3146 return -1 if $b->itemdesc eq 'Tax';
3147 return 1 if $a->itemdesc eq 'Tax';
3148 return -1 if $b->itemdesc eq 'Other surcharges';
3149 return 1 if $a->itemdesc eq 'Other surcharges';
3150 $a->itemdesc cmp $b->itemdesc;
3155 my @cust_bill_pkg = sort _taxsort grep { ! $_->pkgnum and ! $_->feepart }
3156 $self->cust_bill_pkg;
3157 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3159 if ( $self->conf->exists('always_show_tax') ) {
3160 my $itemdesc = $self->conf->config('always_show_tax') || 'Tax';
3161 if (0 == grep { $_->{description} eq $itemdesc } @items) {
3163 { 'description' => $itemdesc,
3170 =item _items_cust_bill_pkg CUST_BILL_PKGS OPTIONS
3172 Takes an arrayref of L<FS::cust_bill_pkg> objects, and returns a
3173 list of hashrefs describing the line items they generate on the invoice.
3175 OPTIONS may include:
3177 format: the invoice format.
3179 escape_function: the function used to escape strings.
3181 DEPRECATED? (expensive, mostly unused?)
3182 format_function: the function used to format CDRs.
3184 section: a hashref containing 'category' and/or 'locationnum'; if this
3185 is present, only returns line items that belong to that category and/or
3186 location (whichever is defined).
3188 multisection: a flag indicating that this is a multisection invoice,
3189 which does something complicated.
3191 Returns a list of hashrefs, each of which may contain:
3193 pkgnum, description, amount, unit_amount, quantity, pkgpart, _is_setup, and
3194 ext_description, which is an arrayref of detail lines to show below
3199 sub _items_cust_bill_pkg {
3201 my $conf = $self->conf;
3202 my $cust_bill_pkgs = shift;
3205 my $format = $opt{format} || '';
3206 my $escape_function = $opt{escape_function} || sub { shift };
3207 my $format_function = $opt{format_function} || '';
3208 my $no_usage = $opt{no_usage} || '';
3209 my $unsquelched = $opt{unsquelched} || ''; #unused
3210 my ($section, $locationnum, $category);
3211 if ( $opt{section} ) {
3212 $category = $opt{section}->{category};
3213 $locationnum = $opt{section}->{locationnum};
3215 my $summary_page = $opt{summary_page} || ''; #unused
3216 my $multisection = defined($category) || defined($locationnum);
3217 # this variable is the value of the config setting, not whether it applies
3218 # to this particular line item.
3219 my $discount_show_always = $conf->exists('discount-show-always');
3221 my $maxlength = $conf->config('cust_bill-latex_lineitem_maxlength') || 40;
3223 my $cust_main = $self->cust_main;#for per-agent cust_bill-line_item-ate_style
3225 # for location labels: use default location on the invoice date
3226 my $default_locationnum;
3227 if ( $conf->exists('invoice-all_pkg_addresses') ) {
3228 $default_locationnum = 0; # treat them all as non-default
3229 } elsif ( $self->custnum ) {
3231 my @h_search = FS::h_cust_main->sql_h_search($self->_date);
3232 $h_cust_main = qsearchs({
3233 'table' => 'h_cust_main',
3234 'hashref' => { custnum => $self->custnum },
3235 'extra_sql' => $h_search[1],
3236 'addl_from' => $h_search[3],
3238 $default_locationnum = $h_cust_main->ship_locationnum;
3239 } elsif ( $self->prospectnum ) {
3240 my $cust_location = qsearchs('cust_location',
3241 { prospectnum => $self->prospectnum,
3243 $default_locationnum = $cust_location->locationnum if $cust_location;
3246 my @b = (); # accumulator for the line item hashes that we'll return
3247 my ($s, $r, $u, $d) = ( undef, undef, undef, undef );
3248 # the 'current' line item hashes for setup, recur, usage, discount
3249 foreach my $cust_bill_pkg ( @$cust_bill_pkgs )
3251 # if the current line item is waiting to go out, and the one we're about
3252 # to start is not bundled, then push out the current one and start a new
3255 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
3257 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3258 if ( $_ && !$cust_bill_pkg->hidden ) {
3259 $_->{amount} = sprintf( "%.2f", $_->{amount} );
3260 $_->{amount} =~ s/^\-0\.00$/0.00/;
3261 if (exists($_->{unit_amount})) {
3262 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3265 # we already decided to create this display line; don't reconsider it
3267 # if $_->{amount} != 0
3268 # || $discount_show_always
3269 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3270 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3276 if ( $locationnum ) {
3277 # this is a location section; skip packages that aren't at this
3279 next if $cust_bill_pkg->pkgnum == 0; # skips fees...
3280 next if $self->cust_pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum
3284 # Consider display records for this item to determine if it belongs
3285 # in this section. Note that if there are no display records, there
3286 # will be a default pseudo-record that includes all charge types
3287 # and has no section name.
3288 my @cust_bill_pkg_display = $cust_bill_pkg->can('cust_bill_pkg_display')
3289 ? $cust_bill_pkg->cust_bill_pkg_display
3290 : ( $cust_bill_pkg );
3292 warn "$me _items_cust_bill_pkg considering cust_bill_pkg ".
3293 $cust_bill_pkg->billpkgnum. ", pkgnum ". $cust_bill_pkg->pkgnum. "\n"
3296 if ( defined($category) ) {
3297 # then this is a package category section; process all display records
3298 # that belong to this section.
3299 @cust_bill_pkg_display = grep { $_->section eq $category }
3300 @cust_bill_pkg_display;
3302 # otherwise, process all display records that aren't usage summaries
3303 # (I don't think there should be usage summaries if you aren't using
3304 # category sections, but this is the historical behavior)
3305 @cust_bill_pkg_display = grep { !$_->summary }
3306 @cust_bill_pkg_display;
3309 my $classname = ''; # package class name, will fill in later
3311 foreach my $display (@cust_bill_pkg_display) {
3313 warn "$me _items_cust_bill_pkg considering cust_bill_pkg_display ".
3314 $display->billpkgdisplaynum. "\n"
3317 my $type = $display->type;
3319 my $desc = $cust_bill_pkg->desc( $cust_main ? $cust_main->locale : '' );
3320 $desc = substr($desc, 0, $maxlength). '...'
3321 if $format eq 'latex' && length($desc) > $maxlength;
3323 my %details_opt = ( 'format' => $format,
3324 'escape_function' => $escape_function,
3325 'format_function' => $format_function,
3326 'no_usage' => $opt{'no_usage'},
3329 if ( $cust_bill_pkg->pkgnum > 0 ) {
3330 # a "normal" package line item (not a quotation, not a fee, not a tax)
3332 warn "$me _items_cust_bill_pkg cust_bill_pkg is non-tax\n"
3335 my $cust_pkg = $cust_bill_pkg->cust_pkg;
3336 my $part_pkg = $cust_pkg->part_pkg;
3338 # which pkgpart to show for display purposes?
3339 my $pkgpart = $cust_bill_pkg->pkgpart_override || $cust_pkg->pkgpart;
3341 # start/end dates for invoice formats that do nonstandard
3343 my %item_dates = ();
3344 %item_dates = map { $_ => $cust_bill_pkg->$_ } ('sdate', 'edate')
3345 unless $part_pkg->option('disable_line_item_date_ranges',1);
3347 # not normally used, but pass this to the template anyway
3348 $classname = $part_pkg->classname;
3350 if ( (!$type || $type eq 'S')
3351 && ( $cust_bill_pkg->setup != 0
3352 || $cust_bill_pkg->setup_show_zero
3353 || ($discount_show_always and $cust_bill_pkg->unitsetup > 0)
3358 warn "$me _items_cust_bill_pkg adding setup\n"
3361 # append the word 'Setup' to the setup line if there's going to be
3362 # a recur line for the same package (i.e. not a one-time charge)
3364 my $description = $desc;
3365 $description .= ' Setup'
3366 if $cust_bill_pkg->recur != 0
3367 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3368 || $cust_bill_pkg->recur_show_zero;
3370 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3372 if $part_pkg->is_prepaid #for prepaid, "display the validity period
3373 # triggered by the recurring charge freq
3375 && $cust_bill_pkg->recur == 0
3376 && ! $cust_bill_pkg->recur_show_zero;
3381 # always pass the svc_label through to the template, even if
3382 # not displaying it as an ext_description
3383 my @svc_labels = map &{$escape_function}($_),
3384 $cust_pkg->h_labels_short($self->_date,
3387 $self->conf->{locale},
3389 $svc_label = $svc_labels[0];
3391 unless ( $cust_pkg->part_pkg->hide_svc_detail
3392 || $cust_bill_pkg->hidden )
3395 push @d, @svc_labels
3396 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3397 # show the location label if it's not the customer's default
3398 # location, and we're not grouping items by location already
3399 if ( $cust_pkg->locationnum != $default_locationnum
3400 and !defined($locationnum) ) {
3401 my $loc = $cust_pkg->location_label;
3402 $loc = substr($loc, 0, $maxlength). '...'
3403 if $format eq 'latex' && length($loc) > $maxlength;
3404 push @d, &{$escape_function}($loc);
3407 } #unless hiding service details
3409 push @d, $cust_bill_pkg->details(%details_opt)
3410 if $cust_bill_pkg->recur == 0;
3412 if ( $cust_bill_pkg->hidden ) {
3413 $s->{amount} += $cust_bill_pkg->setup;
3414 $s->{unit_amount} += $cust_bill_pkg->unitsetup;
3415 push @{ $s->{ext_description} }, @d;
3419 description => $description,
3420 pkgpart => $pkgpart,
3421 pkgnum => $cust_bill_pkg->pkgnum,
3422 amount => $cust_bill_pkg->setup,
3423 setup_show_zero => $cust_bill_pkg->setup_show_zero,
3424 unit_amount => $cust_bill_pkg->unitsetup,
3425 quantity => $cust_bill_pkg->quantity,
3426 ext_description => \@d,
3427 svc_label => ($svc_label || ''),
3428 locationnum => $cust_pkg->locationnum, # sure, why not?
3434 # should we show a recur line?
3435 # if type eq 'S', then NO, because we've been told not to.
3436 # otherwise, show the recur line if:
3437 # - there's a recurring charge
3438 # - or recur_show_zero is on
3439 # - or there's a positive unitrecur (so it's been discounted to zero)
3440 # and discount-show-always is on
3441 if ( ( !$type || $type eq 'R' || $type eq 'U' )
3443 $cust_bill_pkg->recur != 0
3445 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3446 || $cust_bill_pkg->recur_show_zero
3451 warn "$me _items_cust_bill_pkg adding recur/usage\n"
3454 my $is_summary = $display->summary;
3455 my $description = $desc;
3456 if ( $type eq 'U' and defined($r) ) {
3457 # don't just show the same description as the recur line
3458 $description = $self->mt('Usage charges');
3461 my $part_pkg = $cust_pkg->part_pkg;
3463 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3467 my @seconds = (); # for display of usage info
3470 #at least until cust_bill_pkg has "past" ranges in addition to
3471 #the "future" sdate/edate ones... see #3032
3472 my @dates = ( $self->_date );
3473 my $prev = $cust_bill_pkg->previous_cust_bill_pkg;
3474 push @dates, $prev->sdate if $prev;
3475 push @dates, undef if !$prev;
3477 my @svc_labels = map &{$escape_function}($_),
3478 $cust_pkg->h_labels_short(@dates,
3480 $self->conf->{locale});
3481 $svc_label = $svc_labels[0];
3483 # show service labels, unless...
3484 # the package is set not to display them
3485 unless ( $part_pkg->hide_svc_detail
3486 # or this is a tax-like line item
3487 || $cust_bill_pkg->itemdesc
3488 # or this is a hidden (bundled) line item
3489 || $cust_bill_pkg->hidden
3490 # or this is a usage summary line
3491 || $is_summary && $type && $type eq 'U'
3492 # or this is a usage line and there's a recurring line
3493 # for the package in the same section (which will
3494 # have service labels already)
3495 || ($type eq 'U' and defined($r))
3499 warn "$me _items_cust_bill_pkg adding service details\n"
3502 push @d, @svc_labels
3503 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3504 warn "$me _items_cust_bill_pkg done adding service details\n"
3507 # show the location label if it's not the customer's default
3508 # location, and we're not grouping items by location already
3509 if ( $cust_pkg->locationnum != $default_locationnum
3510 and !defined($locationnum) ) {
3511 my $loc = $cust_pkg->location_label;
3512 $loc = substr($loc, 0, $maxlength). '...'
3513 if $format eq 'latex' && length($loc) > $maxlength;
3514 push @d, &{$escape_function}($loc);
3517 # Display of seconds_since_sqlradacct:
3518 # On the invoice, when processing @detail_items, look for a field
3519 # named 'seconds'. This will contain total seconds for each
3520 # service, in the same order as @ext_description. For services
3521 # that don't support this it will show undef.
3522 if ( $conf->exists('svc_acct-usage_seconds')
3523 and ! $cust_bill_pkg->pkgpart_override ) {
3524 foreach my $cust_svc (
3525 $cust_pkg->h_cust_svc(@dates, 'I')
3528 # eval because not having any part_export_usage exports
3529 # is a fatal error, last_bill/_date because that's how
3530 # sqlradius_hour billing does it
3532 $cust_svc->seconds_since_sqlradacct($dates[1] || 0, $dates[0]);
3534 push @seconds, $sec;
3536 } #if svc_acct-usage_seconds
3538 } # if we are showing service labels
3540 unless ( $is_summary ) {
3541 warn "$me _items_cust_bill_pkg adding details\n"
3544 #instead of omitting details entirely in this case (unwanted side
3545 # effects), just omit CDRs
3546 $details_opt{'no_usage'} = 1
3547 if $type && $type eq 'R';
3549 push @d, $cust_bill_pkg->details(%details_opt);
3552 warn "$me _items_cust_bill_pkg calculating amount\n"
3557 $amount = $cust_bill_pkg->recur;
3558 } elsif ($type eq 'R') {
3559 $amount = $cust_bill_pkg->recur - $cust_bill_pkg->usage;
3560 } elsif ($type eq 'U') {
3561 $amount = $cust_bill_pkg->usage;
3564 if ( !$type || $type eq 'R' ) {
3566 warn "$me _items_cust_bill_pkg adding recur\n"
3570 ( $cust_bill_pkg->unitrecur > 0 ) ? $cust_bill_pkg->unitrecur
3573 if ( $cust_bill_pkg->hidden ) {
3574 $r->{amount} += $amount;
3575 $r->{unit_amount} += $unit_amount;
3576 push @{ $r->{ext_description} }, @d;
3579 description => $description,
3580 pkgpart => $pkgpart,
3581 pkgnum => $cust_bill_pkg->pkgnum,
3583 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3584 unit_amount => $unit_amount,
3585 quantity => $cust_bill_pkg->quantity,
3587 ext_description => \@d,
3588 svc_label => ($svc_label || ''),
3589 locationnum => $cust_pkg->locationnum,
3591 $r->{'seconds'} = \@seconds if grep {defined $_} @seconds;
3594 } else { # $type eq 'U'
3596 warn "$me _items_cust_bill_pkg adding usage\n"
3599 if ( $cust_bill_pkg->hidden and defined($u) ) {
3600 # if this is a hidden package and there's already a usage
3601 # line for the bundle, add this package's total amount and
3602 # usage details to it
3603 $u->{amount} += $amount;
3604 push @{ $u->{ext_description} }, @d;
3605 } elsif ( $amount ) {
3606 # create a new usage line
3608 description => $description,
3609 pkgpart => $pkgpart,
3610 pkgnum => $cust_bill_pkg->pkgnum,
3613 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3615 ext_description => \@d,
3616 locationnum => $cust_pkg->locationnum,
3618 } # else this has no usage, so don't create a usage section
3621 } # recurring or usage with recurring charge
3623 } else { # taxes and fees
3625 warn "$me _items_cust_bill_pkg cust_bill_pkg is tax\n"
3628 # items of this kind should normally not have sdate/edate.
3630 'description' => $desc,
3631 'amount' => sprintf('%.2f', $cust_bill_pkg->setup
3632 + $cust_bill_pkg->recur)
3635 } # if package line item / other line item
3637 # decide whether to show active discounts here
3639 # case 1: we are showing a single line for the package
3641 # case 2: we are showing a setup line for a package that has
3642 # no base recurring fee
3643 or ( $type eq 'S' and $cust_bill_pkg->unitrecur == 0 )
3644 # case 3: we are showing a recur line for a package that has
3645 # a base recurring fee
3646 or ( $type eq 'R' and $cust_bill_pkg->unitrecur > 0 )
3649 my $item_discount = $cust_bill_pkg->_item_discount;
3650 if ( $item_discount ) {
3651 # $item_discount->{amount} is negative
3653 if ( $d and $cust_bill_pkg->hidden ) {
3654 $d->{setup_amount} += $item_discount->{setup_amount};
3655 $d->{recur_amount} += $item_discount->{recur_amount};
3657 $d = $item_discount;
3658 $_ = &{$escape_function}($_) foreach @{ $d->{ext_description} };
3661 # update the active line (before the discount) to show the
3662 # original price (whether this is a hidden line or not)
3664 $s->{amount} -= $item_discount->{setup_amount} if $s;
3665 $r->{amount} -= $item_discount->{recur_amount} if $r;
3667 } # if there are any discounts
3668 } # if this is an appropriate place to show discounts
3670 } # foreach $display
3674 # discount amount is internally split up
3676 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
3679 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3681 $_->{amount} = sprintf( "%.2f", $_->{amount} ),
3682 if exists($_->{amount});
3683 $_->{amount} =~ s/^\-0\.00$/0.00/;
3684 if (exists($_->{unit_amount})) {
3685 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3689 #if $_->{amount} != 0
3690 # || $discount_show_always
3691 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3692 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3696 warn "$me _items_cust_bill_pkg done considering cust_bill_pkgs\n"
3703 =item _items_discounts_avail
3705 Returns an array of line item hashrefs representing available term discounts
3706 for this invoice. This makes the same assumptions that apply to term
3707 discounts in general: that the package is billed monthly, at a flat rate,
3708 with no usage charges. A prorated first month will be handled, as will
3709 a setup fee if the discount is allowed to apply to setup fees.
3713 sub _items_discounts_avail {
3716 #maybe move this method from cust_bill when quotations support discount_plans
3717 return () unless $self->can('discount_plans');
3718 my %plans = $self->discount_plans;
3720 my $list_pkgnums = 0; # if any packages are not eligible for all discounts
3721 $list_pkgnums = grep { $_->list_pkgnums } values %plans;
3725 my $plan = $plans{$months};
3727 my $term_total = sprintf('%.2f', $plan->discounted_total);
3728 my $percent = sprintf('%.0f',
3729 100 * (1 - $term_total / $plan->base_total) );
3730 my $permonth = sprintf('%.2f', $term_total / $months);
3731 my $detail = $self->mt('discount on item'). ' '.
3732 join(', ', map { "#$_" } $plan->pkgnums)
3735 # discounts for non-integer months don't work anyway
3736 $months = sprintf("%d", $months);
3739 description => $self->mt('Save [_1]% by paying for [_2] months',
3741 amount => $self->mt('[_1] ([_2] per month)',
3742 $term_total, $money_char.$permonth),
3743 ext_description => ($detail || ''),
3746 sort { $b <=> $a } keys %plans;