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 Text::Template 1.20;
15 use Archive::Zip qw( :ERROR_CODES :CONSTANTS );
20 use FS::Misc qw( send_email );
21 use FS::Record qw( qsearch qsearchs );
23 use FS::Misc qw( generate_ps generate_pdf );
30 $me = '[FS::Template_Mixin]';
31 FS::UID->install_callback( sub {
32 my $conf = new FS::Conf; #global
33 $money_char = $conf->config('money_char') || '$';
34 $date_format = $conf->config('date_format') || '%x'; #/YY
39 Returns a configuration handle (L<FS::Conf>) set to the customer's locale.
41 If the "mode" pseudo-field is set on the object, the configuration handle
42 will be an L<FS::invoice_conf> for that invoice mode (and the customer's
49 my $mode = $self->get('mode');
50 if ($self->{_conf} and !defined($mode)) {
51 return $self->{_conf};
54 my $cust_main = $self->cust_main;
55 my $locale = $cust_main ? $cust_main->locale : '';
58 if ( ref $mode and $mode->isa('FS::invoice_mode') ) {
59 $mode = $mode->modenum;
60 } elsif ( $mode =~ /\D/ ) {
61 die "invalid invoice mode $mode";
63 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => $locale });
65 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => '' });
66 # it doesn't have a locale, but system conf still might
67 $conf->set('locale' => $locale) if $conf;
70 # if $mode is unspecified, or if there is no invoice_conf matching this mode
71 # and locale, then use the system config only (but with the locale)
72 $conf ||= FS::Conf->new({ 'locale' => $locale });
74 return $self->{_conf} = $conf;
77 =item print_text OPTIONS
79 Returns an text invoice, as a list of lines.
81 Options can be passed as a hash.
83 I<time>, if specified, is used to control the printing of overdue messages. The
84 default is now. It isn't the date of the invoice; that's the `_date' field.
85 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
86 L<Time::Local> and L<Date::Parse> for conversion functions.
88 I<template>, if specified, is the name of a suffix for alternate invoices.
90 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
98 %params = %{ shift() };
103 $params{'format'} = 'template'; # for some reason
105 $self->print_generic( %params );
108 =item print_latex HASHREF
110 Internal method - returns a filename of a filled-in LaTeX template for this
111 invoice (Note: add ".tex" to get the actual filename), and a filename of
112 an associated logo (with the .eps extension included).
114 See print_ps and print_pdf for methods that return PostScript and PDF output.
116 Options can be passed as a hash.
118 I<time>, if specified, is used to control the printing of overdue messages. The
119 default is now. It isn't the date of the invoice; that's the `_date' field.
120 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
121 L<Time::Local> and L<Date::Parse> for conversion functions.
123 I<template>, if specified, is the name of a suffix for alternate invoices.
124 This is strongly deprecated; see L<FS::invoice_conf> for the right way to
125 customize invoice templates for different purposes.
127 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
136 %params = %{ shift() };
141 $params{'format'} = 'latex';
142 my $conf = $self->conf;
144 # this needs to go away
145 my $template = $params{'template'};
146 # and this especially
147 $template ||= $self->_agent_template
148 if $self->can('_agent_template');
150 my $pkey = $self->primary_key;
151 my $tmp_template = $self->table. '.'. $self->$pkey. '.XXXXXXXX';
153 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
154 my $lh = new File::Temp(
155 TEMPLATE => $tmp_template,
159 ) or die "can't open temp file: $!\n";
161 my $agentnum = $self->agentnum;
163 if ( $template && $conf->exists("logo_${template}.eps", $agentnum) ) {
164 print $lh $conf->config_binary("logo_${template}.eps", $agentnum)
165 or die "can't write temp file: $!\n";
167 print $lh $conf->config_binary('logo.eps', $agentnum)
168 or die "can't write temp file: $!\n";
171 $params{'logo_file'} = $lh->filename;
173 if( $conf->exists('invoice-barcode')
174 && $self->can('invoice_barcode')
175 && $self->invnum ) { # don't try to barcode statements
176 my $png_file = $self->invoice_barcode($dir);
177 my $eps_file = $png_file;
178 $eps_file =~ s/\.png$/.eps/g;
179 $png_file =~ /(barcode.*png)/;
181 $eps_file =~ /(barcode.*eps)/;
184 my $curr_dir = cwd();
186 # after painfuly long experimentation, it was determined that sam2p won't
187 # accept : and other chars in the path, no matter how hard I tried to
188 # escape them, hence the chdir (and chdir back, just to be safe)
189 system('sam2p', '-j:quiet', $png_file, 'EPS:', $eps_file ) == 0
190 or die "sam2p failed: $!\n";
194 $params{'barcode_file'} = $eps_file;
197 my @filled_in = $self->print_generic( %params );
199 my $fh = new File::Temp( TEMPLATE => $tmp_template,
203 ) or die "can't open temp file: $!\n";
204 binmode($fh, ':utf8'); # language support
205 print $fh join('', @filled_in );
208 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
209 return ($1, $params{'logo_file'}, $params{'barcode_file'});
215 my $cust_main = $self->cust_main;
216 $cust_main ? $cust_main->agentnum : $self->prospect_main->agentnum;
219 =item print_generic OPTION => VALUE ...
221 Internal method - returns a filled-in template for this invoice as a scalar.
223 See print_ps and print_pdf for methods that return PostScript and PDF output.
231 The B<format> option is required and should be set to html, latex (print and PDF) or template (plaintext).
241 Overrides "Invoice" as the name of the sent document.
245 Used to control the printing of overdue messages. The
246 default is now. It isn't the date of the invoice; that's the `_date' field.
247 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
248 L<Time::Local> and L<Date::Parse> for conversion functions.
252 Logo file (path to temporary EPS file on the local filesystem)
256 CID for inline (emailed) images (logo)
260 Override customer's locale
264 Overrides any per customer cdr squelching when true
268 Supress the (invoice, quotation, statement, etc.) number
276 Supress the payment coupon
280 Barcode file (path to temporary EPS file on the local filesystem)
284 Flag indicating the barcode image should be a link (normal HTML dipaly)
288 Barcode CID for inline (emailed) images
290 =item preref_callback
292 Coderef run for each line item, code should return HTML to be displayed
293 before that line item (quotations only)
297 Dprecated. Used as a suffix for a configuration template. Please
298 don't use this, it deprecated in favor of more flexible alternatives.
304 #what's with all the sprintf('%10.2f')'s in here? will it cause any
305 # (alignment in text invoice?) problems to change them all to '%.2f' ?
306 # yes: fixed width/plain text printing will be borked
308 my( $self, %params ) = @_;
309 my $conf = $self->conf;
311 my $today = $params{today} ? $params{today} : time;
312 warn "$me print_generic called on $self with suffix $params{template}\n"
315 my $format = $params{format};
316 die "Unknown format: $format"
317 unless $format =~ /^(latex|html|template)$/;
319 my $cust_main = $self->cust_main || $self->prospect_main;
320 $cust_main->payname( $cust_main->first. ' '. $cust_main->getfield('last') )
321 unless $cust_main->payname
322 && $cust_main->payby !~ /^(CARD|DCRD|CHEK|DCHK)$/;
324 my $locale = $params{'locale'} || $cust_main->locale;
326 my %delimiters = ( 'latex' => [ '[@--', '--@]' ],
327 'html' => [ '<%=', '%>' ],
328 'template' => [ '{', '}' ],
331 warn "$me print_generic creating template\n"
334 # set the notice name here, and nowhere else.
335 my $notice_name = $params{notice_name}
336 || $conf->config('notice_name')
337 || $self->notice_name;
340 my $template = $params{template} ? $params{template} : $self->_agent_template;
341 my $templatefile = $self->template_conf. $format;
342 $templatefile .= "_$template"
343 if length($template) && $conf->exists($templatefile."_$template");
346 my @invoice_template = map "$_\n", $conf->config($templatefile)
347 or die "cannot load config data $templatefile";
349 if ( $format eq 'latex' && grep { /^%%Detail/ } @invoice_template ) {
350 #change this to a die when the old code is removed
351 # it's been almost ten years, changing it to a die on the next release.
352 warn "old-style invoice template $templatefile; ".
353 "patch with conf/invoice_latex.diff or use new conf/invoice_latex*\n";
354 #$old_latex = 'true';
355 #@invoice_template = _translate_old_latex_format(@invoice_template);
358 warn "$me print_generic creating T:T object\n"
361 my $text_template = new Text::Template(
363 SOURCE => \@invoice_template,
364 DELIMITERS => $delimiters{$format},
367 warn "$me print_generic compiling T:T object\n"
370 $text_template->compile()
371 or die "Can't compile $templatefile: $Text::Template::ERROR\n";
374 # additional substitution could possibly cause breakage in existing templates
377 'notes' => sub { map "$_", @_ },
378 'footer' => sub { map "$_", @_ },
379 'smallfooter' => sub { map "$_", @_ },
380 'returnaddress' => sub { map "$_", @_ },
381 'coupon' => sub { map "$_", @_ },
382 'summary' => sub { map "$_", @_ },
388 s/%%(.*)$/<!-- $1 -->/g;
389 s/\\section\*\{\\textsc\{(.)(.*)\}\}/<p><b><font size="+1">$1<\/font>\U$2<\/b>/g;
390 s/\\begin\{enumerate\}/<ol>/g;
392 s/\\end\{enumerate\}/<\/ol>/g;
393 s/\\textbf\{(.*)\}/<b>$1<\/b>/g;
402 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
404 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
410 s/\\hyphenation\{[\w\s\-]+}//;
415 'coupon' => sub { "" },
416 'summary' => sub { "" },
423 s/\\section\*\{\\textsc\{(.*)\}\}/\U$1/g;
424 s/\\begin\{enumerate\}//g;
426 s/\\end\{enumerate\}//g;
427 s/\\textbf\{(.*)\}/$1/g;
434 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
436 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
441 s/\\\\\*?\s*$/\n/; # dubious
442 s/\\hyphenation\{[\w\s\-]+}//;
446 'coupon' => sub { "" },
447 'summary' => sub { "" },
452 # hashes for differing output formats
453 my %nbsps = ( 'latex' => '~',
454 'html' => '', # '&nbps;' would be nice
455 'template' => '', # not used
457 my $nbsp = $nbsps{$format};
459 my %escape_functions = ( 'latex' => \&_latex_escape,
460 'html' => \&_html_escape_nbsp,#\&encode_entities,
461 'template' => sub { shift },
463 my $escape_function = $escape_functions{$format};
464 my $escape_function_nonbsp = ($format eq 'html')
465 ? \&_html_escape : $escape_function;
467 my %newline_tokens = ( 'latex' => '\\\\',
471 my $newline_token = $newline_tokens{$format};
473 warn "$me generating template variables\n"
476 # generate template variables
480 defined( $conf->config_orbase( "invoice_${format}returnaddress",
484 && length( $conf->config_orbase( "invoice_${format}returnaddress",
490 $returnaddress = join("\n",
491 $conf->config_orbase("invoice_${format}returnaddress", $template)
495 $conf->config_orbase('invoice_latexreturnaddress', $template) ) {
497 my $convert_map = $convert_maps{$format}{'returnaddress'};
500 &$convert_map( $conf->config_orbase( "invoice_latexreturnaddress",
505 } elsif ( grep /\S/, $conf->config('company_address', $cust_main->agentnum) ) {
507 my $convert_map = $convert_maps{$format}{'returnaddress'};
508 $returnaddress = join( "\n", &$convert_map(
509 map { s/( {2,})/'~' x length($1)/eg;
513 ( $conf->config('company_name', $cust_main->agentnum),
514 $conf->config('company_address', $cust_main->agentnum),
521 my $warning = "Couldn't find a return address; ".
522 "do you need to set the company_address configuration value?";
524 $returnaddress = $nbsp;
525 #$returnaddress = $warning;
529 warn "$me generating invoice data\n"
532 my $agentnum = $cust_main->agentnum;
537 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
538 'company_address' => join("\n", $conf->config('company_address', $agentnum) ). "\n",
539 'company_phonenum'=> scalar( $conf->config('company_phonenum', $agentnum) ),
540 'returnaddress' => $returnaddress,
541 'agent' => &$escape_function($cust_main->agent->agent),
543 #invoice/quotation info
544 'no_number' => $params{'no_number'},
545 'invnum' => ( $params{'no_number'} ? '' : $self->invnum ),
546 'quotationnum' => $self->quotationnum,
547 'no_date' => $params{'no_date'},
548 '_date' => ( $params{'no_date'} ? '' : $self->_date ),
549 # workaround for inconsistent behavior in the early plain text
550 # templates; see RT#28271
551 'date' => ( $params{'no_date'}
553 : ($format eq 'template'
555 : $self->time2str_local('long', $self->_date, $format)
558 'today' => $self->time2str_local('long', $today, $format),
559 'terms' => $self->terms,
560 'template' => $template, #params{'template'},
561 'notice_name' => $notice_name, # escape?
562 'current_charges' => sprintf("%.2f", $self->charged),
563 'duedate' => $self->due_date2str('rdate'), #date_format?
566 'custnum' => $cust_main->display_custnum,
567 'prospectnum' => $cust_main->prospectnum,
568 'agent_custid' => &$escape_function($cust_main->agent_custid),
569 ( map { $_ => &$escape_function($cust_main->$_()) } qw(
570 payname company address1 address2 city state zip fax
574 'ship_enable' => $cust_main->invoice_ship_address || $conf->exists('invoice-ship_address'),
575 'unitprices' => $conf->exists('invoice-unitprice'),
576 'smallernotes' => $conf->exists('invoice-smallernotes'),
577 'smallerfooter' => $conf->exists('invoice-smallerfooter'),
578 'balance_due_below_line' => $conf->exists('balance_due_below_line'),
580 #layout info -- would be fancy to calc some of this and bury the template
582 'topmargin' => scalar($conf->config('invoice_latextopmargin', $agentnum)),
583 'headsep' => scalar($conf->config('invoice_latexheadsep', $agentnum)),
584 'textheight' => scalar($conf->config('invoice_latextextheight', $agentnum)),
585 'extracouponspace' => scalar($conf->config('invoice_latexextracouponspace', $agentnum)),
586 'couponfootsep' => scalar($conf->config('invoice_latexcouponfootsep', $agentnum)),
587 'verticalreturnaddress' => $conf->exists('invoice_latexverticalreturnaddress', $agentnum),
588 'addresssep' => scalar($conf->config('invoice_latexaddresssep', $agentnum)),
589 'amountenclosedsep' => scalar($conf->config('invoice_latexcouponamountenclosedsep', $agentnum)),
590 'coupontoaddresssep' => scalar($conf->config('invoice_latexcoupontoaddresssep', $agentnum)),
591 'addcompanytoaddress' => $conf->exists('invoice_latexcouponaddcompanytoaddress', $agentnum),
593 # better hang on to conf_dir for a while (for old templates)
594 'conf_dir' => "$FS::UID::conf_dir/conf.$FS::UID::datasrc",
596 #these are only used when doing paged plaintext
603 $invoice_data{'emt'} = sub { &$escape_function($self->mt(@_)) };
604 # prototype here to silence warnings
605 $invoice_data{'time2str'} = sub ($;$$) { $self->time2str_local(@_, $format) };
607 my $min_sdate = 999999999999;
609 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
610 next unless $cust_bill_pkg->pkgnum > 0;
611 $min_sdate = $cust_bill_pkg->sdate
612 if length($cust_bill_pkg->sdate) && $cust_bill_pkg->sdate < $min_sdate;
613 $max_edate = $cust_bill_pkg->edate
614 if length($cust_bill_pkg->edate) && $cust_bill_pkg->edate > $max_edate;
617 $invoice_data{'bill_period'} = '';
618 $invoice_data{'bill_period'} =
619 $self->time2str_local('%e %h', $min_sdate, $format)
621 $self->time2str_local('%e %h', $max_edate, $format)
622 if ($max_edate != 0 && $min_sdate != 999999999999);
624 $invoice_data{finance_section} = '';
625 if ( $conf->config('finance_pkgclass') ) {
627 qsearchs('pkg_class', { classnum => $conf->config('finance_pkgclass') });
628 $invoice_data{finance_section} = $pkg_class->categoryname;
630 $invoice_data{finance_amount} = '0.00';
631 $invoice_data{finance_section} ||= 'Finance Charges'; #avoid config confusion
633 my $countrydefault = $conf->config('countrydefault') || 'US';
634 foreach ( qw( address1 address2 city state zip country fax) ){
635 my $method = 'ship_'.$_;
636 $invoice_data{"ship_$_"} = $escape_function->($cust_main->$method);
638 if ( length($cust_main->ship_company) ) {
639 $invoice_data{'ship_company'} = $escape_function->($cust_main->ship_company);
641 $invoice_data{'ship_company'} = $escape_function->($cust_main->company);
643 $invoice_data{'ship_contact'} = $escape_function->($cust_main->contact);
644 $invoice_data{'ship_country'} = ''
645 if ( $invoice_data{'ship_country'} eq $countrydefault );
647 $invoice_data{'cid'} = $params{'cid'}
650 if ( $cust_main->country eq $countrydefault ) {
651 $invoice_data{'country'} = '';
653 $invoice_data{'country'} = &$escape_function($cust_main->bill_country_full);
657 $invoice_data{'address'} = \@address;
660 ( ( $cust_main->payby eq 'BILL' ) && $cust_main->payinfo
661 ? " (P.O. #". $cust_main->payinfo. ")"
665 push @address, $cust_main->company
666 if $cust_main->company;
667 push @address, $cust_main->address1;
668 push @address, $cust_main->address2
669 if $cust_main->address2;
671 $cust_main->city. ", ". $cust_main->state. " ". $cust_main->zip;
672 push @address, $invoice_data{'country'}
673 if $invoice_data{'country'};
675 while (scalar(@address) < 5);
677 $invoice_data{'logo_file'} = $params{'logo_file'}
678 if $params{'logo_file'};
679 $invoice_data{'barcode_file'} = $params{'barcode_file'}
680 if $params{'barcode_file'};
681 $invoice_data{'barcode_img'} = $params{'barcode_img'}
682 if $params{'barcode_img'};
683 $invoice_data{'barcode_cid'} = $params{'barcode_cid'}
684 if $params{'barcode_cid'};
686 my( $pr_total, @pr_cust_bill ) = $self->previous; #previous balance
687 # my( $cr_total, @cr_cust_credit ) = $self->cust_credit; #credits
688 #my $balance_due = $self->owed + $pr_total - $cr_total;
689 my $balance_due = $self->owed;
690 if ( $self->enable_previous ) {
691 $balance_due += $pr_total;
693 # otherwise the previous balance is not shown, so including it in the
694 # balance due is just confusing
696 # the sum of amount owed on all invoices
697 # (this is used in the summary & on the payment coupon)
698 $invoice_data{'balance'} = sprintf("%.2f", $balance_due);
700 # flag telling this invoice to have a first-page summary
701 my $summarypage = '';
703 if ( $self->custnum && $self->invnum ) {
704 # XXX should be an FS::cust_bill method to set the defaults, instead
705 # of checking the type here
707 # info from customer's last invoice before this one, for some
709 $invoice_data{'last_bill'} = {};
711 my $last_bill = $self->previous_bill;
714 # "balance_date_range" unfortunately is unsuitable for this, since it
715 # cares about application dates. We want to know the sum of all
716 # _top-level transactions_ dated before the last invoice.
718 # still do this for the "Previous Balance" line of the summary block
720 map "$_ WHERE _date <= ? AND custnum = ?", (
721 "SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill",
722 "SELECT -1 * COALESCE( SUM(amount), 0 ) FROM cust_credit",
723 "SELECT -1 * COALESCE( SUM(paid), 0 ) FROM cust_pay",
724 "SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund",
727 # the customer's current balance immediately after generating the last
730 my $last_bill_balance = $last_bill->charged;
732 my $delta = FS::Record->scalar_sql(
734 $last_bill->_date - 1,
737 $last_bill_balance += $delta;
740 $last_bill_balance = sprintf("%.2f", $last_bill_balance);
742 warn sprintf("LAST BILL: INVNUM %d, DATE %s, BALANCE %.2f\n\n",
744 $self->time2str_local('%D', $last_bill->_date),
747 # ("true_previous_balance" is a terrible name, but at least it's no
748 # longer stored in the database)
749 $invoice_data{'true_previous_balance'} = $last_bill_balance;
751 # Now, get all applications of credits/payments dated on or after the
752 # previous bill, to invoices before the current bill. (The
753 # credit/payment date restriction prevents these from intersecting
754 # the "Previous Balance" set.)
755 # These are "adjustments". The past due balance will be shown as
756 # Previous Balance - Adjustments.
759 "SELECT COALESCE(SUM(y.amount),0) FROM $_ JOIN cust_bill USING (invnum)
760 WHERE cust_bill._date < ?
762 AND cust_bill.custnum = ?"
763 } "cust_credit AS x JOIN cust_credit_bill y USING (crednum)",
764 "cust_pay AS x JOIN cust_bill_pay y USING (paynum)"
767 my $delta = FS::Record->scalar_sql(
773 $adjustments += $delta;
775 $invoice_data{'balance_adjustments'} = sprintf("%.2f", $adjustments);
777 warn sprintf("BALANCE ADJUSTMENTS: %.2f\n\n",
778 $invoice_data{'balance_adjustments'}
781 # the sum of amount owed on all previous invoices
782 # ($pr_total is used elsewhere but not as $previous_balance)
783 $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
785 $invoice_data{'last_bill'}{'_date'} = $last_bill->_date; #unformatted
786 my (@payments, @credits);
787 # for formats that itemize previous payments
788 foreach my $cust_pay ( qsearch('cust_pay', {
789 'custnum' => $self->custnum,
790 '_date' => { op => '>=',
791 value => $last_bill->_date }
794 next if $cust_pay->_date > $self->_date;
796 '_date' => $cust_pay->_date,
797 'date' => $self->time2str_local('long', $cust_pay->_date, $format),
798 'payinfo' => $cust_pay->payby_payinfo_pretty,
799 'amount' => sprintf('%.2f', $cust_pay->paid),
801 # not concerned about applications
803 foreach my $cust_credit ( qsearch('cust_credit', {
804 'custnum' => $self->custnum,
805 '_date' => { op => '>=',
806 value => $last_bill->_date }
809 next if $cust_credit->_date > $self->_date;
811 '_date' => $cust_credit->_date,
812 'date' => $self->time2str_local('long', $cust_credit->_date, $format),
813 'creditreason'=> $cust_credit->reason,
814 'amount' => sprintf('%.2f', $cust_credit->amount),
817 $invoice_data{'previous_payments'} = \@payments;
818 $invoice_data{'previous_credits'} = \@credits;
820 # there is no $last_bill
821 $invoice_data{'true_previous_balance'} =
822 $invoice_data{'balance_adjustments'} =
823 $invoice_data{'previous_balance'} = '0.00';
824 $invoice_data{'previous_payments'} = [];
825 $invoice_data{'previous_credits'} = [];
828 if ( $conf->exists('invoice_usesummary', $agentnum) ) {
829 $invoice_data{'summarypage'} = $summarypage = 1;
832 } # if this is an invoice
834 warn "$me substituting variables in notes, footer, smallfooter\n"
837 my $tc = $self->template_conf;
838 my @include = ( [ $tc, 'notes' ],
839 [ 'invoice_', 'footer' ],
840 [ 'invoice_', 'smallfooter', ],
841 [ 'invoice_', 'watermark' ],
843 push @include, [ $tc, 'coupon', ]
844 unless $params{'no_coupon'};
846 foreach my $i (@include) {
848 # load the configuration for this sub-template
850 my($base, $include) = @$i;
852 my $inc_file = $conf->key_orbase("$base$format$include", $template);
854 my @inc_src = $conf->config($inc_file, $agentnum);
856 my $converter = $convert_maps{$format}{$include};
858 # then attempt to convert LaTeX to the requested format
859 $inc_file = $conf->key_orbase($base.'latex'.$include, $template);
860 @inc_src = &$converter( $conf->config($inc_file, $agentnum) );
862 # this isn't included in the convert_maps
863 my ($open, $close) = @{ $delimiters{$format} };
868 } # else @inc_src is empty and that's fine
870 # make a Text::Template out of it
872 my $inc_tt = new Text::Template (
874 SOURCE => [ map "$_\n", @inc_src ],
875 DELIMITERS => $delimiters{$format},
876 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
878 unless ( $inc_tt->compile() ) {
879 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
880 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
886 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
888 $invoice_data{$include} =~ s/\n+$//
889 if ($format eq 'latex');
892 # let invoices use either of these as needed
893 $invoice_data{'po_num'} = ($cust_main->payby eq 'BILL')
894 ? $cust_main->payinfo : '';
895 $invoice_data{'po_line'} =
896 ( $cust_main->payby eq 'BILL' && $cust_main->payinfo )
897 ? &$escape_function($self->mt("Purchase Order #").$cust_main->payinfo)
900 my %money_chars = ( 'latex' => '',
901 'html' => $conf->config('money_char') || '$',
904 my $money_char = $money_chars{$format};
907 my %other_money_chars = ( 'latex' => '\dollar ',#XXX should be a config too
908 'html' => $conf->config('money_char') || '$',
911 my $other_money_char = $other_money_chars{$format};
912 $invoice_data{'dollar'} = $other_money_char;
914 my %minus_signs = ( 'latex' => '$-$',
916 'template' => '- ' );
917 my $minus = $minus_signs{$format};
919 my @detail_items = ();
920 my @total_items = ();
924 $invoice_data{'detail_items'} = \@detail_items;
925 $invoice_data{'total_items'} = \@total_items;
926 $invoice_data{'buf'} = \@buf;
927 $invoice_data{'sections'} = \@sections;
929 warn "$me generating sections\n"
932 my $unsquelched = $params{unsquelch_cdr} || $cust_main->squelch_cdr ne 'Y';
933 my $multisection = $conf->exists($tc.'sections', $cust_main->agentnum) ||
934 $conf->exists($tc.'sections_by_location', $cust_main->agentnum);
935 $invoice_data{'multisection'} = $multisection;
937 my $extra_sections = [];
938 my $extra_lines = ();
940 # default section ('Charges')
941 my $default_section = { 'description' => '',
946 # Previous Charges section
947 # subtotal is the first return value from $self->previous
948 my $previous_section;
949 # if the invoice has major sections, or if we're summarizing previous
950 # charges with a single line, or if we've been specifically told to put them
951 # in a section, create a section for previous charges:
952 if ( $multisection or
953 $conf->exists('previous_balance-summary_only') or
954 $conf->exists('previous_balance-section') ) {
956 $previous_section = { 'description' => $self->mt('Previous Charges'),
957 'subtotal' => $other_money_char.
958 sprintf('%.2f', $pr_total),
959 'summarized' => '', #why? $summarypage ? 'Y' : '',
961 $previous_section->{posttotal} = '0 / 30 / 60 / 90 days overdue '.
962 join(' / ', map { $cust_main->balance_date_range(@$_) }
963 $self->_prior_month30s
965 if $conf->exists('invoice_include_aging');
968 # otherwise put them in the main section
969 $previous_section = $default_section;
972 my $adjust_section = {
973 'description' => $self->mt('Credits, Payments, and Adjustments'),
974 'adjust_section' => 1,
975 'subtotal' => 0, # adjusted below
977 my $adjust_weight = _pkg_category($adjust_section->{description})
978 ? _pkg_category($adjust_section->{description})->weight
980 $adjust_section->{'summarized'} = ''; #why? $summarypage && !$adjust_weight ? 'Y' : '';
981 # Note: 'sort_weight' here is actually a flag telling whether there is an
982 # explicit package category for the adjust section. If so, certain behavior
984 $adjust_section->{'sort_weight'} = $adjust_weight;
987 if ( $multisection ) {
988 ($extra_sections, $extra_lines) =
989 $self->_items_extra_usage_sections($escape_function_nonbsp, $format)
990 if $conf->exists('usage_class_as_a_section', $cust_main->agentnum)
991 && $self->can('_items_extra_usage_sections');
993 push @$extra_sections, $adjust_section if $adjust_section->{sort_weight};
995 push @detail_items, @$extra_lines if $extra_lines;
997 # the code is written so that both methods can be used together, but
998 # we haven't yet changed the template to take advantage of that, so for
999 # now, treat them as mutually exclusive.
1000 my %section_method = ( by_category => 1 );
1001 if ( $conf->config($tc.'sections_method') eq 'location' ) {
1002 %section_method = ( by_location => 1 );
1004 my ($early, $late) =
1005 $self->_items_sections( 'summary' => $summarypage,
1006 'escape' => $escape_function_nonbsp,
1007 'extra_sections' => $extra_sections,
1008 'format' => $format,
1011 push @sections, @$early;
1012 $late_sections = $late;
1014 if ( $conf->exists('svc_phone_sections')
1015 && $self->can('_items_svc_phone_sections')
1018 my ($phone_sections, $phone_lines) =
1019 $self->_items_svc_phone_sections($escape_function_nonbsp, $format);
1020 push @{$late_sections}, @$phone_sections;
1021 push @detail_items, @$phone_lines;
1023 if ( $conf->exists('voip-cust_accountcode_cdr')
1024 && $cust_main->accountcode_cdr
1025 && $self->can('_items_accountcode_cdr')
1028 my ($accountcode_section, $accountcode_lines) =
1029 $self->_items_accountcode_cdr($escape_function_nonbsp,$format);
1030 if ( scalar(@$accountcode_lines) ) {
1031 push @{$late_sections}, $accountcode_section;
1032 push @detail_items, @$accountcode_lines;
1035 } else {# not multisection
1036 # make a default section
1037 push @sections, $default_section;
1038 # and calculate the finance charge total, since it won't get done otherwise.
1039 # and the default section total
1040 # XXX possibly finance_pkgclass should not be used in this manner?
1041 my @finance_charges;
1043 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
1044 if ( $invoice_data{finance_section} and
1045 grep { $_->section eq $invoice_data{finance_section} }
1046 $cust_bill_pkg->cust_bill_pkg_display ) {
1047 # I think these are always setup fees, but just to be sure...
1048 push @finance_charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1050 push @charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1053 $invoice_data{finance_amount} =
1054 sprintf('%.2f', sum( @finance_charges ) || 0);
1055 $default_section->{subtotal} = $other_money_char.
1056 sprintf('%.2f', sum( @charges ) || 0);
1059 # start setting up summary subtotals
1060 my @summary_subtotals;
1061 my $method = $conf->config('summary_subtotals_method');
1062 if ( $method and $method ne $conf->config($tc.'sections_method') ) {
1063 # then re-section them by the correct method
1064 my %section_method = ( by_category => 1 );
1065 if ( $conf->config('summary_subtotals_method') eq 'location' ) {
1066 %section_method = ( by_location => 1 );
1068 my ($early, $late) =
1069 $self->_items_sections( 'summary' => $summarypage,
1070 'escape' => $escape_function_nonbsp,
1071 'extra_sections' => $extra_sections,
1072 'format' => $format,
1075 foreach ( @$early ) {
1076 next if $_->{subtotal} == 0;
1077 $_->{subtotal} = $other_money_char.sprintf('%.2f', $_->{subtotal});
1078 push @summary_subtotals, $_;
1081 # subtotal sectioning is the same as for the actual invoice sections
1082 @summary_subtotals = @sections;
1085 # Hereafter, push sections to both @sections and @summary_subtotals
1086 # if they belong in both places (e.g. tax section). Late sections are
1087 # never in @summary_subtotals.
1089 # previous invoice balances in the Previous Charges section if there
1090 # is one, otherwise in the main detail section
1091 # (except if summary_only is enabled, don't show them at all)
1092 if ( $self->can('_items_previous') &&
1093 $self->enable_previous &&
1094 ! $conf->exists('previous_balance-summary_only') ) {
1096 warn "$me adding previous balances\n"
1099 foreach my $line_item ( $self->_items_previous ) {
1102 ref => $line_item->{'pkgnum'},
1103 pkgpart => $line_item->{'pkgpart'},
1104 #quantity => 1, # not really correct
1105 section => $previous_section, # which might be $default_section
1106 description => &$escape_function($line_item->{'description'}),
1107 ext_description => [ map { &$escape_function($_) }
1108 @{ $line_item->{'ext_description'} || [] }
1110 amount => $money_char . $line_item->{'amount'},
1111 product_code => $line_item->{'pkgpart'} || 'N/A',
1114 push @detail_items, $detail;
1115 push @buf, [ $detail->{'description'},
1116 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1122 if ( @pr_cust_bill && $self->enable_previous ) {
1123 push @buf, ['','-----------'];
1124 push @buf, [ $self->mt('Total Previous Balance'),
1125 $money_char. sprintf("%10.2f", $pr_total) ];
1129 if ( $conf->exists('svc_phone-did-summary') && $self->can('_did_summary') ) {
1130 warn "$me adding DID summary\n"
1133 my ($didsummary,$minutes) = $self->_did_summary;
1134 my $didsummary_desc = 'DID Activity Summary (since last invoice)';
1136 { 'description' => $didsummary_desc,
1137 'ext_description' => [ $didsummary, $minutes ],
1141 foreach my $section (@sections, @$late_sections) {
1143 # begin some normalization
1144 $section->{'subtotal'} = $section->{'amount'}
1146 && !exists($section->{subtotal})
1147 && exists($section->{amount});
1149 $invoice_data{finance_amount} = sprintf('%.2f', $section->{'subtotal'} )
1150 if ( $invoice_data{finance_section} &&
1151 $section->{'description'} eq $invoice_data{finance_section} );
1153 $section->{'subtotal'} = $other_money_char.
1154 sprintf('%.2f', $section->{'subtotal'})
1157 # continue some normalization
1158 $section->{'amount'} = $section->{'subtotal'}
1162 if ( $section->{'description'} ) {
1163 push @buf, ( [ &$escape_function($section->{'description'}), '' ],
1168 warn "$me setting options\n"
1172 $options{'section'} = $section if $multisection;
1173 $options{'format'} = $format;
1174 $options{'escape_function'} = $escape_function;
1175 $options{'no_usage'} = 1 unless $unsquelched;
1176 $options{'unsquelched'} = $unsquelched;
1177 $options{'summary_page'} = $summarypage;
1178 $options{'skip_usage'} =
1179 scalar(@$extra_sections) && !grep{$section == $_} @$extra_sections;
1180 $options{'preref_callback'} = $params{'preref_callback'};
1182 warn "$me searching for line items\n"
1185 foreach my $line_item ( $self->_items_pkg(%options),
1186 $self->_items_fee(%options) ) {
1188 warn "$me adding line item ".
1189 join(', ', map "$_=>".$line_item->{$_}, keys %$line_item). "\n"
1192 push @buf, ( [ $line_item->{'description'},
1193 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1195 map { [ " ". $_, '' ] } @{$line_item->{'ext_description'}},
1198 $line_item->{'ref'} = $line_item->{'pkgnum'};
1199 $line_item->{'product_code'} = $line_item->{'pkgpart'} || 'N/A'; # mt()?
1200 $line_item->{'section'} = $section;
1201 $line_item->{'description'} = &$escape_function($line_item->{'description'});
1202 $line_item->{'amount'} = $money_char.$line_item->{'amount'};
1204 if ( length($line_item->{'unit_amount'}) ) {
1205 $line_item->{'unit_amount'} = $money_char.$line_item->{'unit_amount'};
1207 $line_item->{'ext_description'} ||= [];
1209 push @detail_items, $line_item;
1212 if ( $section->{'description'} ) {
1213 push @buf, ( ['','-----------'],
1214 [ $section->{'description'}. ' sub-total',
1215 $section->{'subtotal'} # already formatted this
1224 $invoice_data{current_less_finance} =
1225 sprintf('%.2f', $self->charged - $invoice_data{finance_amount} );
1227 # if there's anything in the Previous Charges section, prepend it to the list
1228 if ( $pr_total and $previous_section ne $default_section ) {
1229 unshift @sections, $previous_section;
1230 # but not @summary_subtotals
1233 warn "$me adding taxes\n"
1236 # create a tax section if we don't yet have one
1237 my $tax_description = 'Taxes, Surcharges, and Fees';
1239 List::Util::first { $_->{description} eq $tax_description } @sections;
1240 if (!$tax_section) {
1241 $tax_section = { 'description' => $tax_description };
1242 push @sections, $tax_section if $multisection;
1244 $tax_section->{tax_section} = 1; # mark this section as containing taxes
1245 # if this is an existing tax section, we're merging the tax items into it.
1246 # grab the taxtotal that's already there, strip the money symbol if any
1247 my $taxtotal = $tax_section->{'subtotal'} || 0;
1248 $taxtotal =~ s/^\Q$other_money_char\E//;
1251 #my $tax_weight = _pkg_category($tax_section->{description})
1252 # ? _pkg_category($tax_section->{description})->weight
1254 #$tax_section->{'summarized'} = ''; #why? $summarypage && !$tax_weight ? 'Y' : '';
1255 #$tax_section->{'sort_weight'} = $tax_weight;
1257 my @items_tax = $self->_items_tax;
1258 foreach my $tax ( @items_tax ) {
1260 $taxtotal += $tax->{'amount'};
1262 my $description = &$escape_function( $tax->{'description'} );
1263 my $amount = sprintf( '%.2f', $tax->{'amount'} );
1265 if ( $multisection ) {
1267 push @detail_items, {
1268 ext_description => [],
1271 description => $description,
1272 amount => $money_char. $amount,
1274 section => $tax_section,
1279 push @total_items, {
1280 'total_item' => $description,
1281 'total_amount' => $other_money_char. $amount,
1286 push @buf,[ $description,
1287 $money_char. $amount,
1294 $total->{'total_item'} = $self->mt('Sub-total');
1295 $total->{'total_amount'} =
1296 $other_money_char. sprintf('%.2f', $self->charged - $taxtotal );
1298 if ( $multisection ) {
1299 if ( $taxtotal > 0 ) {
1300 # there are taxes, so prepare the section to be displayed.
1301 # $taxtotal already includes any line items that were already in the
1302 # section (fees, taxes that are charged as packages for some reason).
1303 # also set 'summarized' to false so that this isn't a summary-only
1305 $tax_section->{'subtotal'} = $other_money_char.
1306 sprintf('%.2f', $taxtotal);
1307 $tax_section->{'pretotal'} = 'New charges sub-total '.
1308 $total->{'total_amount'};
1309 $tax_section->{'description'} = $self->mt($tax_description);
1310 $tax_section->{'summarized'} = '';
1312 # append it if it's not already there
1313 if ( !grep $tax_section, @sections ) {
1314 push @sections, $tax_section;
1315 push @summary_subtotals, $tax_section;
1320 unshift @total_items, $total;
1323 $invoice_data{'taxtotal'} = sprintf('%.2f', $taxtotal);
1329 my %embolden_functions = (
1330 'latex' => sub { return '\textbf{'. shift(). '}' },
1331 'html' => sub { return '<b>'. shift(). '</b>' },
1332 'template' => sub { shift },
1334 my $embolden_function = $embolden_functions{$format};
1336 if ( $multisection ) {
1338 if ( $adjust_section->{'sort_weight'} ) {
1339 $adjust_section->{'posttotal'} = $self->mt('Balance Forward').' '.
1340 $other_money_char. sprintf("%.2f", ($self->billing_balance || 0) );
1342 $adjust_section->{'pretotal'} = $self->mt('New charges total').' '.
1343 $other_money_char. sprintf('%.2f', $self->charged );
1348 if ( $self->can('_items_total') ) { # should always be true now
1350 # even for multisection, need plain text version
1352 my @new_total_items = $self->_items_total;
1354 push @buf,['','-----------'];
1356 foreach ( @new_total_items ) {
1357 my ($item, $amount) = ($_->{'total_item'}, $_->{'total_amount'});
1358 $_->{'total_item'} = &$embolden_function( $item );
1359 $_->{'total_amount'} = &$embolden_function( $other_money_char.$amount );
1360 # but if it's multisection, don't append to @total_items. the adjust
1361 # section has all this stuff
1362 push @total_items, $_ if !$multisection;
1363 push @buf, [ $item, $money_char.sprintf('%10.2f',$amount) ];
1366 push @buf, [ '', '' ];
1368 # if we're showing previous invoices, also show previous
1369 # credits and payments
1370 if ( $self->enable_previous
1371 and $self->can('_items_credits')
1372 and $self->can('_items_payments') )
1376 my $credittotal = 0;
1377 foreach my $credit (
1378 $self->_items_credits( 'template' => $template, 'trim_len' => 40 )
1382 $total->{'total_item'} = &$escape_function($credit->{'description'});
1383 $credittotal += $credit->{'amount'};
1384 $total->{'total_amount'} = $minus.$other_money_char.$credit->{'amount'};
1385 if ( $multisection ) {
1386 push @detail_items, {
1387 ext_description => [],
1390 description => &$escape_function($credit->{'description'}),
1391 amount => $money_char . $credit->{'amount'},
1393 section => $adjust_section,
1396 push @total_items, $total;
1400 $invoice_data{'credittotal'} = sprintf('%.2f', $credittotal);
1403 foreach my $credit (
1404 $self->_items_credits( 'template' => $template, 'trim_len'=>32 )
1406 push @buf, [ $credit->{'description'}, $money_char.$credit->{'amount'} ];
1410 my $paymenttotal = 0;
1411 foreach my $payment (
1412 $self->_items_payments( 'template' => $template )
1415 $total->{'total_item'} = &$escape_function($payment->{'description'});
1416 $paymenttotal += $payment->{'amount'};
1417 $total->{'total_amount'} = $minus.$other_money_char.$payment->{'amount'};
1418 if ( $multisection ) {
1419 push @detail_items, {
1420 ext_description => [],
1423 description => &$escape_function($payment->{'description'}),
1424 amount => $money_char . $payment->{'amount'},
1426 section => $adjust_section,
1429 push @total_items, $total;
1431 push @buf, [ $payment->{'description'},
1432 $money_char. sprintf("%10.2f", $payment->{'amount'}),
1435 $invoice_data{'paymenttotal'} = sprintf('%.2f', $paymenttotal);
1437 if ( $multisection ) {
1438 $adjust_section->{'subtotal'} = $other_money_char.
1439 sprintf('%.2f', $credittotal + $paymenttotal);
1441 #why this? because {sort_weight} forces the adjust_section to appear
1442 #in @extra_sections instead of @sections. obviously.
1443 push @sections, $adjust_section
1444 unless $adjust_section->{sort_weight};
1445 # do not summarize; adjustments there are shown according to
1449 # create Balance Due message
1452 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1453 $total->{'total_amount'} =
1454 &$embolden_function(
1455 $other_money_char. sprintf('%.2f', #why? $summarypage
1456 # ? $self->charged +
1457 # $self->billing_balance
1459 $self->owed + $pr_total
1462 if ( $multisection && !$adjust_section->{sort_weight} ) {
1463 $adjust_section->{'posttotal'} = $total->{'total_item'}. ' '.
1464 $total->{'total_amount'};
1466 push @total_items, $total;
1468 push @buf,['','-----------'];
1469 push @buf,[$self->balance_due_msg, $money_char.
1470 sprintf("%10.2f", $balance_due ) ];
1473 if ( $conf->exists('previous_balance-show_credit')
1474 and $cust_main->balance < 0 ) {
1475 my $credit_total = {
1476 'total_item' => &$embolden_function($self->credit_balance_msg),
1477 'total_amount' => &$embolden_function(
1478 $other_money_char. sprintf('%.2f', -$cust_main->balance)
1481 if ( $multisection ) {
1482 $adjust_section->{'posttotal'} .= $newline_token .
1483 $credit_total->{'total_item'} . ' ' . $credit_total->{'total_amount'};
1486 push @total_items, $credit_total;
1488 push @buf,['','-----------'];
1489 push @buf,[$self->credit_balance_msg, $money_char.
1490 sprintf("%10.2f", -$cust_main->balance ) ];
1494 } #end of default total adding ! can('_items_total')
1496 if ( $multisection ) {
1497 if ( $conf->exists('svc_phone_sections')
1498 && $self->can('_items_svc_phone_sections')
1502 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1503 $total->{'total_amount'} =
1504 &$embolden_function(
1505 $other_money_char. sprintf('%.2f', $self->owed + $pr_total)
1507 my $last_section = pop @sections;
1508 $last_section->{'posttotal'} = $total->{'total_item'}. ' '.
1509 $total->{'total_amount'};
1510 push @sections, $last_section;
1512 push @sections, @$late_sections
1516 # make a discounts-available section, even without multisection
1517 if ( $conf->exists('discount-show_available')
1518 and my @discounts_avail = $self->_items_discounts_avail ) {
1519 my $discount_section = {
1520 'description' => $self->mt('Discounts Available'),
1525 push @sections, $discount_section; # do not summarize
1526 push @detail_items, map { +{
1527 'ref' => '', #should this be something else?
1528 'section' => $discount_section,
1529 'description' => &$escape_function( $_->{description} ),
1530 'amount' => $money_char . &$escape_function( $_->{amount} ),
1531 'ext_description' => [ &$escape_function($_->{ext_description}) || () ],
1532 } } @discounts_avail;
1535 # not adding any more sections after this
1536 $invoice_data{summary_subtotals} = \@summary_subtotals;
1539 if ( $conf->exists('usage_class_summary')
1540 and $self->can('_items_usage_class_summary') ) {
1541 my @usage_subtotals = $self->_items_usage_class_summary(escape => $escape_function, 'money_char' => $other_money_char);
1542 if ( @usage_subtotals ) {
1543 unshift @sections, $usage_subtotals[0]->{section}; # do not summarize
1544 unshift @detail_items, @usage_subtotals;
1548 # invoice history "section" (not really a section)
1549 # not to be included in any subtotals, completely independent of
1551 if ( $conf->exists('previous_invoice_history') and $cust_main->isa('FS::cust_main') ) {
1554 foreach my $cust_bill ( $cust_main->cust_bill ) {
1555 # XXX hardcoded format, and currently only 'charged'; add other fields
1556 # if they become necessary
1557 my $date = $self->time2str_local('%b %Y', $cust_bill->_date);
1558 $history{$date} ||= 0;
1559 $history{$date} += $cust_bill->charged;
1560 # just so we have a numeric sort key
1561 $monthorder{$date} ||= $cust_bill->_date;
1563 my @sorted_months = sort { $monthorder{$a} <=> $monthorder{$b} }
1565 my @sorted_amounts = map { sprintf('%.2f', $history{$_}) } @sorted_months;
1566 $invoice_data{monthly_history} = [ \@sorted_months, \@sorted_amounts ];
1569 # service locations: another option for template customization
1571 foreach my $item (@detail_items) {
1572 if ( $item->{locationnum} ) {
1573 $location_info{ $item->{locationnum} } ||= {
1574 FS::cust_location->by_key( $item->{locationnum} )->location_hash
1578 $invoice_data{location_info} = \%location_info;
1580 # debugging hook: call this with 'diag' => 1 to just get a hash of
1581 # the invoice variables
1582 return \%invoice_data if ( $params{'diag'} );
1584 # All sections and items are built; now fill in templates.
1585 my @includelist = ();
1586 push @includelist, 'summary' if $summarypage;
1587 foreach my $include ( @includelist ) {
1589 my $inc_file = $conf->key_orbase("invoice_${format}$include", $template);
1592 if ( length( $conf->config($inc_file, $agentnum) ) ) {
1594 @inc_src = $conf->config($inc_file, $agentnum);
1598 $inc_file = $conf->key_orbase("invoice_latex$include", $template);
1600 my $convert_map = $convert_maps{$format}{$include};
1602 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
1603 s/--\@\]/$delimiters{$format}[1]/g;
1606 &$convert_map( $conf->config($inc_file, $agentnum) );
1610 my $inc_tt = new Text::Template (
1612 SOURCE => [ map "$_\n", @inc_src ],
1613 DELIMITERS => $delimiters{$format},
1614 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
1616 unless ( $inc_tt->compile() ) {
1617 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
1618 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
1622 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
1624 $invoice_data{$include} =~ s/\n+$//
1625 if ($format eq 'latex');
1630 foreach ( grep /invoice_lines\(\d*\)/, @invoice_template ) { #kludgy
1631 /invoice_lines\((\d*)\)/;
1632 $invoice_lines += $1 || scalar(@buf);
1635 die "no invoice_lines() functions in template?"
1636 if ( $format eq 'template' && !$wasfunc );
1638 if ($format eq 'template') {
1640 if ( $invoice_lines ) {
1641 $invoice_data{'total_pages'} = int( scalar(@buf) / $invoice_lines );
1642 $invoice_data{'total_pages'}++
1643 if scalar(@buf) % $invoice_lines;
1646 #setup subroutine for the template
1647 $invoice_data{invoice_lines} = sub {
1648 my $lines = shift || scalar(@buf);
1660 push @collect, split("\n",
1661 $text_template->fill_in( HASH => \%invoice_data )
1663 $invoice_data{'page'}++;
1665 map "$_\n", @collect;
1667 } else { # this is where we actually create the invoice
1669 warn "filling in template for invoice ". $self->invnum. "\n"
1671 warn join("\n", map " $_ => ". $invoice_data{$_}, keys %invoice_data). "\n"
1674 $text_template->fill_in(HASH => \%invoice_data);
1678 sub notice_name { '('.shift->table.')'; }
1680 sub template_conf { 'invoice_'; }
1682 # helper routine for generating date ranges
1683 sub _prior_month30s {
1686 [ 1, 2592000 ], # 0-30 days ago
1687 [ 2592000, 5184000 ], # 30-60 days ago
1688 [ 5184000, 7776000 ], # 60-90 days ago
1689 [ 7776000, 0 ], # 90+ days ago
1692 map { [ $_->[0] ? $self->_date - $_->[0] - 1 : '',
1693 $_->[1] ? $self->_date - $_->[1] - 1 : '',
1698 =item print_ps HASHREF | [ TIME [ , TEMPLATE ] ]
1700 Returns an postscript invoice, as a scalar.
1702 Options can be passed as a hashref (recommended) or as a list of time, template
1703 and then any key/value pairs for any other options.
1705 I<time> an optional value used to control the printing of overdue messages. The
1706 default is now. It isn't the date of the invoice; that's the `_date' field.
1707 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1708 L<Time::Local> and L<Date::Parse> for conversion functions.
1710 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1717 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1718 my $ps = generate_ps($file);
1720 unlink($barcodefile) if $barcodefile;
1725 =item print_pdf HASHREF | [ TIME [ , TEMPLATE ] ]
1727 Returns an PDF invoice, as a scalar.
1729 Options can be passed as a hashref (recommended) or as a list of time, template
1730 and then any key/value pairs for any other options.
1732 I<time> an optional value used to control the printing of overdue messages. The
1733 default is now. It isn't the date of the invoice; that's the `_date' field.
1734 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1735 L<Time::Local> and L<Date::Parse> for conversion functions.
1737 I<template>, if specified, is the name of a suffix for alternate invoices.
1739 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1746 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1747 my $pdf = generate_pdf($file);
1749 unlink($barcodefile) if $barcodefile;
1754 =item print_html HASHREF | [ TIME [ , TEMPLATE [ , CID ] ] ]
1756 Returns an HTML invoice, as a scalar.
1758 I<time> an optional value used to control the printing of overdue messages. The
1759 default is now. It isn't the date of the invoice; that's the `_date' field.
1760 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1761 L<Time::Local> and L<Date::Parse> for conversion functions.
1763 I<template>, if specified, is the name of a suffix for alternate invoices.
1765 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1767 I<cid> is a MIME Content-ID used to create a "cid:" URL for the logo image, used
1768 when emailing the invoice as part of a multipart/related MIME email.
1776 %params = %{ shift() };
1780 $params{'format'} = 'html';
1782 $self->print_generic( %params );
1785 # quick subroutine for print_latex
1787 # There are ten characters that LaTeX treats as special characters, which
1788 # means that they do not simply typeset themselves:
1789 # # $ % & ~ _ ^ \ { }
1791 # TeX ignores blanks following an escaped character; if you want a blank (as
1792 # in "10% of ..."), you have to "escape" the blank as well ("10\%\ of ...").
1796 $value =~ s/([#\$%&~_\^{}])( )?/"\\$1". ( ( defined($2) && length($2) ) ? "\\$2" : '' )/ge;
1797 $value =~ s/([<>])/\$$1\$/g;
1803 encode_entities($value);
1807 sub _html_escape_nbsp {
1808 my $value = _html_escape(shift);
1809 $value =~ s/ +/ /g;
1813 #utility methods for print_*
1815 sub _translate_old_latex_format {
1816 warn "_translate_old_latex_format called\n"
1823 if ( $line =~ /^%%Detail\s*$/ ) {
1825 push @template, q![@--!,
1826 q! foreach my $_tr_line (@detail_items) {!,
1827 q! if ( scalar ($_tr_item->{'ext_description'} ) ) {!,
1828 q! $_tr_line->{'description'} .= !,
1829 q! "\\tabularnewline\n~~".!,
1830 q! join( "\\tabularnewline\n~~",!,
1831 q! @{$_tr_line->{'ext_description'}}!,
1835 while ( ( my $line_item_line = shift )
1836 !~ /^%%EndDetail\s*$/ ) {
1837 $line_item_line =~ s/'/\\'/g; # nice LTS
1838 $line_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1839 $line_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1840 push @template, " \$OUT .= '$line_item_line';";
1843 push @template, '}',
1846 } elsif ( $line =~ /^%%TotalDetails\s*$/ ) {
1848 push @template, '[@--',
1849 ' foreach my $_tr_line (@total_items) {';
1851 while ( ( my $total_item_line = shift )
1852 !~ /^%%EndTotalDetails\s*$/ ) {
1853 $total_item_line =~ s/'/\\'/g; # nice LTS
1854 $total_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1855 $total_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1856 push @template, " \$OUT .= '$total_item_line';";
1859 push @template, '}',
1863 $line =~ s/\$(\w+)/[\@-- \$$1 --\@]/g;
1864 push @template, $line;
1870 warn "$_\n" foreach @template;
1882 my $conf = $self->conf;
1884 #check for an invoice-specific override
1885 return $self->invoice_terms if $self->invoice_terms;
1887 #check for a customer- specific override
1888 my $cust_main = $self->cust_main;
1889 return $cust_main->invoice_terms if $cust_main && $cust_main->invoice_terms;
1893 $agentnum = $cust_main->agentnum;
1894 } elsif ( my $prospect_main = $self->prospect_main ) {
1895 $agentnum = $prospect_main->agentnum;
1898 #use configured default
1899 $conf->config('invoice_default_terms', $agentnum) || '';
1909 if ( $self->terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
1910 $duedate = $self->_date() + ( $1 * 86400 );
1921 $self->due_date ? $self->time2str_local(shift, $self->due_date) : '';
1924 =item balance_due_msg
1928 sub balance_due_msg {
1930 my $msg = $self->mt('Balance Due');
1931 return $msg unless $self->terms; # huh?
1932 if ( !$self->conf->exists('invoice_show_prior_due_date')
1933 or $self->conf->exists('invoice_sections') ) {
1934 # if enabled, the due date is shown with Total New Charges (see
1935 # _items_total) and not here
1936 # (yes, or if invoice_sections is enabled; this is just for compatibility)
1937 if ( $self->due_date ) {
1938 $msg .= ' - ' . $self->mt('Please pay by'). ' '.
1939 $self->due_date2str('short');
1940 } elsif ( $self->terms ) {
1941 $msg .= ' - '. $self->mt($self->terms);
1947 =item balance_due_date
1951 sub balance_due_date {
1953 my $conf = $self->conf;
1955 my $terms = $self->terms;
1956 if ( $terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
1957 $duedate = $self->time2str_local('rdate', $self->_date + ($1*86400) );
1962 sub credit_balance_msg {
1964 $self->mt('Credit Balance Remaining')
1969 Returns a string with the date, for example: "3/20/2008", localized for the
1970 customer. Use _date_pretty_unlocalized for non-end-customer display use.
1976 $self->time2str_local('short', $self->_date);
1979 =item _date_pretty_unlocalized
1981 Returns a string with the date, for example: "3/20/2008", in the format
1982 configured for the back-office. Use _date_pretty for end-customer display use.
1986 sub _date_pretty_unlocalized {
1988 time2str($date_format, $self->_date);
1993 Emails this template.
1995 Options are passed as a hashref. Available options:
2001 If specified, overrides the default From: address.
2005 If specified, overrides the name of the sent document ("Invoice" or "Quotation")
2009 (Deprecated) If specified, is the name of a suffix for alternate template files.
2013 Options accepted by generate_email can also be used.
2019 my $opt = shift || {};
2020 if ($opt and !ref($opt)) {
2021 die ref($self). '->email called with positional parameters';
2024 return if $self->hide;
2026 my $error = send_email(
2027 $self->generate_email(
2028 'subject' => $self->email_subject($opt->{template}),
2029 %$opt, # template, etc.
2033 die "can't email: $error\n" if $error;
2036 =item generate_email OPTION => VALUE ...
2044 sender address, required
2048 alternate template name, optional
2052 email subject, optional
2056 notice name instead of "Invoice", optional
2060 Returns an argument list to be passed to L<FS::Misc::send_email>.
2066 sub generate_email {
2070 my $conf = $self->conf;
2072 my $me = '[FS::Template_Mixin::generate_email]';
2075 'from' => $args{'from'},
2076 'subject' => ($args{'subject'} || $self->email_subject),
2077 'custnum' => $self->custnum,
2078 'msgtype' => 'invoice',
2081 $args{'unsquelch_cdr'} = $conf->exists('voip-cdr_email');
2083 my $cust_main = $self->cust_main;
2085 if (ref($args{'to'}) eq 'ARRAY') {
2086 $return{'to'} = $args{'to'};
2087 } elsif ( $cust_main ) {
2088 $return{'to'} = [ $cust_main->invoicing_list_emailonly ];
2091 my $tc = $self->template_conf;
2093 my @text; # array of lines
2094 my $html; # a big string
2095 my @related_parts; # will contain the text/HTML alternative, and images
2096 my $related; # will contain the multipart/related object
2098 if ( $conf->exists($tc. 'email_pdf') ) {
2099 if ( my $msgnum = $conf->config($tc.'email_pdf_msgnum') ) {
2101 warn "$me using '${tc}email_pdf_msgnum' in multipart message"
2104 my $msg_template = FS::msg_template->by_key($msgnum)
2105 or die "${tc}email_pdf_msgnum $msgnum not found\n";
2106 my %prepared = $msg_template->prepare(
2107 cust_main => $self->cust_main,
2111 @text = split(/(?=\n)/, $prepared{'text_body'});
2112 $html = $prepared{'html_body'};
2114 } elsif ( my @note = $conf->config($tc.'email_pdf_note') ) {
2116 warn "$me using '${tc}email_pdf_note' in multipart message"
2118 @text = $conf->config($tc.'email_pdf_note');
2119 $html = join('<BR>', @text);
2121 } # else use the plain text invoice
2126 if ( $conf->config($tc.'template') ) {
2128 warn "$me generating plain text invoice"
2131 # 'print_text' argument is no longer used
2132 @text = $self->print_text(\%args);
2136 warn "$me no plain text version exists; sending empty message body"
2143 my $text_part = build MIME::Entity (
2144 'Type' => 'text/plain',
2145 'Encoding' => 'quoted-printable',
2146 'Charset' => 'UTF-8',
2147 #'Encoding' => '7bit',
2149 'Disposition' => 'inline',
2154 if ( $conf->exists($tc.'html') ) {
2155 warn "$me generating HTML invoice"
2158 $args{'from'} =~ /\@([\w\.\-]+)/;
2159 my $from = $1 || 'example.com';
2160 my $content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2163 my $agentnum = $cust_main ? $cust_main->agentnum
2164 : $self->prospect_main->agentnum;
2165 if ( defined($args{'template'}) && length($args{'template'})
2166 && $conf->exists( 'logo_'. $args{'template'}. '.png', $agentnum )
2169 $logo = 'logo_'. $args{'template'}. '.png';
2173 my $image_data = $conf->config_binary( $logo, $agentnum);
2175 push @related_parts, build MIME::Entity
2176 'Type' => 'image/png',
2177 'Encoding' => 'base64',
2178 'Data' => $image_data,
2179 'Filename' => 'logo.png',
2180 'Content-ID' => "<$content_id>",
2183 if ( ref($self) eq 'FS::cust_bill' && $conf->exists('invoice-barcode') ) {
2184 my $barcode_content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2185 push @related_parts, build MIME::Entity
2186 'Type' => 'image/png',
2187 'Encoding' => 'base64',
2188 'Data' => $self->invoice_barcode(0),
2189 'Filename' => 'barcode.png',
2190 'Content-ID' => "<$barcode_content_id>",
2192 $args{'barcode_cid'} = $barcode_content_id;
2195 $html = $self->print_html({ 'cid'=>$content_id, %args });
2202 warn "$me creating HTML/text multipart message"
2205 $return{'nobody'} = 1;
2207 my $alternative = build MIME::Entity
2208 'Type' => 'multipart/alternative',
2209 #'Encoding' => '7bit',
2210 'Disposition' => 'inline'
2214 $alternative->add_part($text_part);
2217 $alternative->attach(
2218 'Type' => 'text/html',
2219 'Encoding' => 'quoted-printable',
2220 'Data' => [ '<html>',
2223 ' '. encode_entities($return{'subject'}),
2226 ' <body bgcolor="#e8e8e8">',
2231 'Disposition' => 'inline',
2232 #'Filename' => 'invoice.pdf',
2235 unshift @related_parts, $alternative;
2237 $related = build MIME::Entity 'Type' => 'multipart/related',
2238 'Encoding' => '7bit';
2240 #false laziness w/Misc::send_email
2241 $related->head->replace('Content-type',
2242 $related->mime_type.
2243 '; boundary="'. $related->head->multipart_boundary. '"'.
2244 '; type=multipart/alternative'
2247 $related->add_part($_) foreach @related_parts;
2251 my @otherparts = ();
2252 if ( ref($self) eq 'FS::cust_bill' && $cust_main->email_csv_cdr ) {
2254 if ( $conf->config('voip-cdr_email_attach') eq 'zip' ) {
2256 my $data = join('', map "$_\n",
2257 $self->call_details(prepend_billed_number=>1)
2260 my $zip = new Archive::Zip;
2261 my $file = $zip->addString( $data, 'usage-'.$self->invnum.'.csv' );
2262 $file->desiredCompressionMethod( COMPRESSION_DEFLATED );
2265 my $SH = IO::Scalar->new(\$zipdata);
2266 my $status = $zip->writeToFileHandle($SH);
2267 die "Error zipping CDR attachment: $!" unless $status == AZ_OK;
2269 push @otherparts, build MIME::Entity
2270 'Type' => 'application/zip',
2271 'Encoding' => 'base64',
2273 'Disposition' => 'attachment',
2274 'Filename' => 'usage-'. $self->invnum. '.zip',
2277 } else { # } elsif ( $conf->config('voip-cdr_email_attach') eq 'csv' ) {
2279 push @otherparts, build MIME::Entity
2280 'Type' => 'text/csv',
2281 'Encoding' => '7bit',
2282 'Data' => [ map { "$_\n" }
2283 $self->call_details('prepend_billed_number' => 1)
2285 'Disposition' => 'attachment',
2286 'Filename' => 'usage-'. $self->invnum. '.csv',
2293 if ( $conf->exists($tc.'email_pdf') ) {
2298 # multipart/alternative
2304 my $pdf = build MIME::Entity $self->mimebuild_pdf(\%args);
2305 push @otherparts, $pdf;
2309 $return{'content-type'} = 'multipart/mixed'; # of the outer container
2311 $return{'mimeparts'} = [ $related, @otherparts ];
2312 $return{'type'} = 'multipart/related'; # of the first part
2314 $return{'mimeparts'} = [ $text_part, @otherparts ];
2315 $return{'type'} = 'text/plain';
2317 } elsif ( $html ) { # no PDF or CSV, strip the outer container
2318 $return{'mimeparts'} = \@related_parts;
2319 $return{'content-type'} = 'multipart/related';
2320 $return{'type'} = 'multipart/alternative';
2321 } else { # no HTML either
2322 $return{'body'} = \@text;
2323 $return{'content-type'} = 'text/plain';
2332 Returns a list suitable for passing to MIME::Entity->build(), representing
2333 this invoice as PDF attachment.
2340 'Type' => 'application/pdf',
2341 'Encoding' => 'base64',
2342 'Data' => [ $self->print_pdf(@_) ],
2343 'Disposition' => 'attachment',
2344 'Filename' => 'invoice-'. $self->invnum. '.pdf',
2348 =item _items_sections OPTIONS
2350 Generate section information for all items appearing on this invoice.
2351 This will only be called for multi-section invoices.
2353 For each line item (L<FS::cust_bill_pkg> record), this will fetch all
2354 related display records (L<FS::cust_bill_pkg_display>) and organize
2355 them into two groups ("early" and "late" according to whether they come
2356 before or after the total), then into sections. A subtotal is calculated
2359 Section descriptions are returned in sort weight order. Each consists
2360 of a hash containing:
2362 description: the package category name, escaped
2363 subtotal: the total charges in that section
2364 tax_section: a flag indicating that the section contains only tax charges
2365 summarized: same as tax_section, for some reason
2366 sort_weight: the package category's sort weight
2368 If 'condense' is set on the display record, it also contains everything
2369 returned from C<_condense_section()>, i.e. C<_condensed_foo_generator>
2370 coderefs to generate parts of the invoice. This is not advised.
2372 The method returns two arrayrefs, one of "early" sections and one of "late"
2375 OPTIONS may include:
2377 by_location: a flag to divide the invoice into sections by location.
2378 Each section hash will have a 'location' element containing a hashref of
2379 the location fields (see L<FS::cust_location>). The section description
2380 will be the location label, but the template can use any of the location
2381 fields to create a suitable label.
2383 by_category: a flag to divide the invoice into sections using display
2384 records (see L<FS::cust_bill_pkg_display>). This is the "traditional"
2385 behavior. Each section hash will have a 'category' element containing
2386 the section name from the display record (which probably equals the
2387 category name of the package, but may not in some cases).
2389 summary: a flag indicating that this is a summary-format invoice.
2390 Turning this on has the following effects:
2391 - Ignores display items with the 'summary' flag.
2392 - Places all sections in the "early" group even if they have post_total.
2393 - Creates sections for all non-disabled package categories, even if they
2394 have no charges on this invoice, as well as a section with no name.
2396 escape: an escape function to use for section titles.
2398 extra_sections: an arrayref of additional sections to return after the
2399 sorted list. If there are any of these, section subtotals exclude
2402 format: 'latex', 'html', or 'template' (i.e. text). Not used, but
2403 passed through to C<_condense_section()>.
2407 use vars qw(%pkg_category_cache);
2408 sub _items_sections {
2412 my $escape = $opt{escape};
2413 my @extra_sections = @{ $opt{extra_sections} || [] };
2415 # $subtotal{$locationnum}{$categoryname} = amount.
2416 # if we're not using by_location, $locationnum is undef.
2417 # if we're not using by_category, you guessed it, $categoryname is undef.
2418 # if we're not using either one, we shouldn't be here in the first place...
2420 my %late_subtotal = ();
2423 # About tax items + multisection invoices:
2424 # If either invoice_*summary option is enabled, AND there is a
2425 # package category with the name of the tax, then there will be
2426 # a display record assigning the tax item to that category.
2428 # However, the taxes are always placed in the "Taxes, Surcharges,
2429 # and Fees" section regardless of that. The only effect of the
2430 # display record is to create a subtotal for the summary page.
2433 my $pkg_hash = $self->cust_pkg_hash;
2435 foreach my $cust_bill_pkg ( $self->cust_bill_pkg )
2438 my $usage = $cust_bill_pkg->usage;
2441 if ( $opt{by_location} ) {
2442 if ( $cust_bill_pkg->pkgnum ) {
2443 $locationnum = $pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum;
2448 $locationnum = undef;
2451 # as in _items_cust_pkg, if a line item has no display records,
2452 # cust_bill_pkg_display() returns a default record for it
2454 foreach my $display ($cust_bill_pkg->cust_bill_pkg_display) {
2455 next if ( $display->summary && $opt{summary} );
2457 my $section = $display->section;
2458 my $type = $display->type;
2459 # Set $section = undef if we're sectioning by location and this
2460 # line item _has_ a location (i.e. isn't a fee).
2461 $section = undef if $locationnum;
2463 # set this flag if the section is not tax-only
2464 $not_tax{$locationnum}{$section} = 1
2465 if $cust_bill_pkg->pkgnum or $cust_bill_pkg->feepart;
2467 # there's actually a very important piece of logic buried in here:
2468 # incrementing $late_subtotal{$section} CREATES
2469 # $late_subtotal{$section}. keys(%late_subtotal) is later used
2470 # to define the list of late sections, and likewise keys(%subtotal).
2471 # When _items_cust_bill_pkg is called to generate line items for
2472 # real, it will be called with 'section' => $section for each
2474 if ( $display->post_total && !$opt{summary} ) {
2475 if (! $type || $type eq 'S') {
2476 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2477 if $cust_bill_pkg->setup != 0
2478 || $cust_bill_pkg->setup_show_zero;
2482 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur
2483 if $cust_bill_pkg->recur != 0
2484 || $cust_bill_pkg->recur_show_zero;
2487 if ($type && $type eq 'R') {
2488 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2489 if $cust_bill_pkg->recur != 0
2490 || $cust_bill_pkg->recur_show_zero;
2493 if ($type && $type eq 'U') {
2494 $late_subtotal{$locationnum}{$section} += $usage
2495 unless scalar(@extra_sections);
2498 } else { # it's a pre-total (normal) section
2500 # skip tax items unless they're explicitly included in a section
2501 next if $cust_bill_pkg->pkgnum == 0 and
2502 ! $cust_bill_pkg->feepart and
2505 if ( $type eq 'S' ) {
2506 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2507 if $cust_bill_pkg->setup != 0
2508 || $cust_bill_pkg->setup_show_zero;
2509 } elsif ( $type eq 'R' ) {
2510 $subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2511 if $cust_bill_pkg->recur != 0
2512 || $cust_bill_pkg->recur_show_zero;
2513 } elsif ( $type eq 'U' ) {
2514 $subtotal{$locationnum}{$section} += $usage
2515 unless scalar(@extra_sections);
2516 } elsif ( !$type ) {
2517 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2518 + $cust_bill_pkg->recur;
2527 %pkg_category_cache = ();
2529 # summary invoices need subtotals for all non-disabled package categories,
2530 # even if they're zero
2531 # but currently assume that there are no location sections, or at least
2532 # that the summary page doesn't care about them
2533 if ( $opt{summary} ) {
2534 foreach my $category (qsearch('pkg_category', {disabled => ''})) {
2535 $subtotal{''}{$category->categoryname} ||= 0;
2537 $subtotal{''}{''} ||= 0;
2541 foreach my $post_total (0,1) {
2543 my $s = $post_total ? \%late_subtotal : \%subtotal;
2544 foreach my $locationnum (keys %$s) {
2545 foreach my $sectionname (keys %{ $s->{$locationnum} }) {
2547 'subtotal' => $s->{$locationnum}{$sectionname},
2550 if ( $locationnum ) {
2551 $section->{'locationnum'} = $locationnum;
2552 my $location = FS::cust_location->by_key($locationnum);
2553 $section->{'description'} = &{ $escape }($location->location_label);
2554 # Better ideas? This will roughly group them by proximity,
2555 # which alpha sorting on any of the address fields won't.
2556 # Sorting by locationnum is meaningless.
2557 # We have to sort on _something_ or the order may change
2558 # randomly from one invoice to the next, which will confuse
2560 $section->{'sort_weight'} = sprintf('%012s',$location->zip) .
2562 $section->{'location'} = {
2563 label_prefix => &{ $escape }($location->label_prefix),
2564 map { $_ => &{ $escape }($location->get($_)) }
2568 $section->{'category'} = $sectionname;
2569 $section->{'description'} = &{ $escape }($sectionname);
2570 if ( _pkg_category($sectionname) ) {
2571 $section->{'sort_weight'} = _pkg_category($sectionname)->weight;
2572 if ( _pkg_category($sectionname)->condense ) {
2573 $section = { %$section, $self->_condense_section($opt{format}) };
2577 if ( !$post_total and !$not_tax{$locationnum}{$sectionname} ) {
2578 # then it's a tax-only section
2579 $section->{'summarized'} = 'Y';
2580 $section->{'tax_section'} = 'Y';
2582 push @these, $section;
2583 } # foreach $sectionname
2584 } #foreach $locationnum
2585 push @these, @extra_sections if $post_total == 0;
2586 # need an alpha sort for location sections, because postal codes can
2588 $sections[ $post_total ] = [ sort {
2589 $opt{'by_location'} ?
2590 ($a->{sort_weight} cmp $b->{sort_weight}) :
2591 ($a->{sort_weight} <=> $b->{sort_weight})
2593 } #foreach $post_total
2595 return @sections; # early, late
2598 #helper subs for above
2602 $self->{cust_pkg} ||= { map { $_->pkgnum => $_ } $self->cust_pkg };
2606 my $categoryname = shift;
2607 $pkg_category_cache{$categoryname} ||=
2608 qsearchs( 'pkg_category', { 'categoryname' => $categoryname } );
2611 my %condensed_format = (
2612 'label' => [ qw( Description Qty Amount ) ],
2614 sub { shift->{description} },
2615 sub { shift->{quantity} },
2616 sub { my($href, %opt) = @_;
2617 ($opt{dollar} || ''). $href->{amount};
2620 'align' => [ qw( l r r ) ],
2621 'span' => [ qw( 5 1 1 ) ], # unitprices?
2622 'width' => [ qw( 10.7cm 1.4cm 1.6cm ) ], # don't like this
2625 sub _condense_section {
2626 my ( $self, $format ) = ( shift, shift );
2628 map { my $method = "_condensed_$_"; $_ => $self->$method($format) }
2629 qw( description_generator
2632 total_line_generator
2637 sub _condensed_generator_defaults {
2638 my ( $self, $format ) = ( shift, shift );
2639 return ( \%condensed_format, ' ', ' ', ' ', sub { shift } );
2648 sub _condensed_header_generator {
2649 my ( $self, $format ) = ( shift, shift );
2651 my ( $f, $prefix, $suffix, $separator, $column ) =
2652 _condensed_generator_defaults($format);
2654 if ($format eq 'latex') {
2655 $prefix = "\\hline\n\\rule{0pt}{2.5ex}\n\\makebox[1.4cm]{}&\n";
2656 $suffix = "\\\\\n\\hline";
2659 sub { my ($d,$a,$s,$w) = @_;
2660 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2662 } elsif ( $format eq 'html' ) {
2663 $prefix = '<th></th>';
2667 sub { my ($d,$a,$s,$w) = @_;
2668 return qq!<th align="$html_align{$a}">$d</th>!;
2676 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2678 &{$column}( map { $f->{$_}->[$i] } qw(label align span width) );
2681 $prefix. join($separator, @result). $suffix;
2686 sub _condensed_description_generator {
2687 my ( $self, $format ) = ( shift, shift );
2689 my ( $f, $prefix, $suffix, $separator, $column ) =
2690 _condensed_generator_defaults($format);
2692 my $money_char = '$';
2693 if ($format eq 'latex') {
2694 $prefix = "\\hline\n\\multicolumn{1}{c}{\\rule{0pt}{2.5ex}~} &\n";
2696 $separator = " & \n";
2698 sub { my ($d,$a,$s,$w) = @_;
2699 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2701 $money_char = '\\dollar';
2702 }elsif ( $format eq 'html' ) {
2703 $prefix = '"><td align="center"></td>';
2707 sub { my ($d,$a,$s,$w) = @_;
2708 return qq!<td align="$html_align{$a}">$d</td>!;
2710 #$money_char = $conf->config('money_char') || '$';
2711 $money_char = ''; # this is madness
2719 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2721 $dollar = $money_char if $i == scalar(@{$f->{label}})-1;
2723 &{$column}( &{$f->{fields}->[$i]}($href, 'dollar' => $dollar),
2724 map { $f->{$_}->[$i] } qw(align span width)
2728 $prefix. join( $separator, @result ). $suffix;
2733 sub _condensed_total_generator {
2734 my ( $self, $format ) = ( shift, shift );
2736 my ( $f, $prefix, $suffix, $separator, $column ) =
2737 _condensed_generator_defaults($format);
2740 if ($format eq 'latex') {
2743 $separator = " & \n";
2745 sub { my ($d,$a,$s,$w) = @_;
2746 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2748 }elsif ( $format eq 'html' ) {
2752 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2754 sub { my ($d,$a,$s,$w) = @_;
2755 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2764 # my $r = &{$f->{fields}->[$i]}(@args);
2765 # $r .= ' Total' unless $i;
2767 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2769 &{$column}( &{$f->{fields}->[$i]}(@args). ($i ? '' : ' Total'),
2770 map { $f->{$_}->[$i] } qw(align span width)
2774 $prefix. join( $separator, @result ). $suffix;
2779 =item total_line_generator FORMAT
2781 Returns a coderef used for generation of invoice total line items for this
2782 usage_class. FORMAT is either html or latex
2786 # should not be used: will have issues with hash element names (description vs
2787 # total_item and amount vs total_amount -- another array of functions?
2789 sub _condensed_total_line_generator {
2790 my ( $self, $format ) = ( shift, shift );
2792 my ( $f, $prefix, $suffix, $separator, $column ) =
2793 _condensed_generator_defaults($format);
2796 if ($format eq 'latex') {
2799 $separator = " & \n";
2801 sub { my ($d,$a,$s,$w) = @_;
2802 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2804 }elsif ( $format eq 'html' ) {
2808 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2810 sub { my ($d,$a,$s,$w) = @_;
2811 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2820 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2822 &{$column}( &{$f->{fields}->[$i]}(@args),
2823 map { $f->{$_}->[$i] } qw(align span width)
2827 $prefix. join( $separator, @result ). $suffix;
2832 =item _items_pkg [ OPTIONS ]
2834 Return line item hashes for each package item on this invoice. Nearly
2837 $self->_items_cust_bill_pkg([ $self->cust_bill_pkg ])
2839 OPTIONS are passed through to _items_cust_bill_pkg, and should include
2840 'format' and 'escape_function' at minimum.
2842 To produce items for a specific invoice section, OPTIONS should include
2843 'section', a hashref containing 'category' and/or 'locationnum' keys.
2845 'section' may also contain a key named 'condensed'. If this is present
2846 and has a true value, _items_pkg will try to merge identical items into items
2847 with 'quantity' equal to the number of items (not the sum of their separate
2848 quantities, for some reason).
2854 # The order of these is important. Bundled line items will be merged into
2855 # the most recent non-hidden item, so it needs to be the one with:
2857 # - the same start date
2858 # - no pkgpart_override
2860 # So: sort by pkgnum,
2862 # then sort the base line item before any overrides
2863 # then sort hidden before non-hidden add-ons
2864 # then sort by override pkgpart (for consistency)
2865 sort { $a->pkgnum <=> $b->pkgnum or
2866 $a->sdate <=> $b->sdate or
2867 ($a->pkgpart_override ? 0 : -1) or
2868 ($b->pkgpart_override ? 0 : 1) or
2869 $b->hidden cmp $a->hidden or
2870 $a->pkgpart_override <=> $b->pkgpart_override
2872 # and of course exclude taxes and fees
2873 grep { $_->pkgnum > 0 } $self->cust_bill_pkg;
2879 my @cust_bill_pkg = grep { $_->feepart } $self->cust_bill_pkg;
2880 my $escape_function = $options{escape_function};
2883 foreach my $cust_bill_pkg (@cust_bill_pkg) {
2884 # cache this, so we don't look it up again in every section
2885 my $part_fee = $cust_bill_pkg->get('part_fee')
2886 || $cust_bill_pkg->part_fee;
2887 $cust_bill_pkg->set('part_fee', $part_fee);
2889 #die "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n"; # might make more sense
2890 warn "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n";
2893 if ( exists($options{section}) and exists($options{section}{category}) )
2895 my $categoryname = $options{section}{category};
2896 # then filter for items that have that section
2897 if ( $part_fee->categoryname ne $categoryname ) {
2898 warn "skipping fee '".$part_fee->itemdesc."'--not in section $categoryname\n" if $DEBUG;
2901 } # otherwise include them all in the main section
2902 # XXX what to do when sectioning by location?
2905 my %base_invnums; # invnum => invoice date
2906 foreach ($cust_bill_pkg->cust_bill_pkg_fee) {
2907 if ($_->base_invnum) {
2908 # XXX what if base_bill has been voided?
2909 my $base_bill = FS::cust_bill->by_key($_->base_invnum);
2910 my $base_date = $self->time2str_local('short', $base_bill->_date)
2912 $base_invnums{$_->base_invnum} = $base_date || '';
2915 foreach (sort keys(%base_invnums)) {
2916 next if $_ == $self->invnum;
2917 # per convention, we must escape ext_description lines
2919 &{$escape_function}(
2920 $self->mt('from invoice #[_1] on [_2]', $_, $base_invnums{$_})
2923 my $desc = $part_fee->itemdesc_locale($self->cust_main->locale);
2924 # but not escape the base description line
2927 { feepart => $cust_bill_pkg->feepart,
2928 amount => sprintf('%.2f', $cust_bill_pkg->setup + $cust_bill_pkg->recur),
2929 description => $desc,
2930 ext_description => \@ext_desc
2941 warn "$me _items_pkg searching for all package line items\n"
2944 my @cust_bill_pkg = $self->_items_nontax;
2946 warn "$me _items_pkg filtering line items\n"
2948 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
2950 if ($options{section} && $options{section}->{condensed}) {
2952 warn "$me _items_pkg condensing section\n"
2956 local $Storable::canonical = 1;
2957 foreach ( @items ) {
2959 delete $item->{ref};
2960 delete $item->{ext_description};
2961 my $key = freeze($item);
2962 $itemshash{$key} ||= 0;
2963 $itemshash{$key} ++; # += $item->{quantity};
2965 @items = sort { $a->{description} cmp $b->{description} }
2966 map { my $i = thaw($_);
2967 $i->{quantity} = $itemshash{$_};
2969 sprintf( "%.2f", $i->{quantity} * $i->{amount} );#unit_amount
2975 warn "$me _items_pkg returning ". scalar(@items). " items\n"
2982 return 0 unless $a->itemdesc cmp $b->itemdesc;
2983 return -1 if $b->itemdesc eq 'Tax';
2984 return 1 if $a->itemdesc eq 'Tax';
2985 return -1 if $b->itemdesc eq 'Other surcharges';
2986 return 1 if $a->itemdesc eq 'Other surcharges';
2987 $a->itemdesc cmp $b->itemdesc;
2992 my @cust_bill_pkg = sort _taxsort grep { ! $_->pkgnum and ! $_->feepart }
2993 $self->cust_bill_pkg;
2994 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
2996 if ( $self->conf->exists('always_show_tax') ) {
2997 my $itemdesc = $self->conf->config('always_show_tax') || 'Tax';
2998 if (0 == grep { $_->{description} eq $itemdesc } @items) {
3000 { 'description' => $itemdesc,
3007 =item _items_cust_bill_pkg CUST_BILL_PKGS OPTIONS
3009 Takes an arrayref of L<FS::cust_bill_pkg> objects, and returns a
3010 list of hashrefs describing the line items they generate on the invoice.
3012 OPTIONS may include:
3014 format: the invoice format.
3016 escape_function: the function used to escape strings.
3018 DEPRECATED? (expensive, mostly unused?)
3019 format_function: the function used to format CDRs.
3021 section: a hashref containing 'category' and/or 'locationnum'; if this
3022 is present, only returns line items that belong to that category and/or
3023 location (whichever is defined).
3025 multisection: a flag indicating that this is a multisection invoice,
3026 which does something complicated.
3028 preref_callback: coderef run for each line item, code should return HTML to be
3029 displayed before that line item (quotations only)
3031 Returns a list of hashrefs, each of which may contain:
3033 pkgnum, description, amount, unit_amount, quantity, pkgpart, _is_setup, and
3034 ext_description, which is an arrayref of detail lines to show below
3039 sub _items_cust_bill_pkg {
3041 my $conf = $self->conf;
3042 my $cust_bill_pkgs = shift;
3045 my $format = $opt{format} || '';
3046 my $escape_function = $opt{escape_function} || sub { shift };
3047 my $format_function = $opt{format_function} || '';
3048 my $no_usage = $opt{no_usage} || '';
3049 my $unsquelched = $opt{unsquelched} || ''; #unused
3050 my ($section, $locationnum, $category);
3051 if ( $opt{section} ) {
3052 $category = $opt{section}->{category};
3053 $locationnum = $opt{section}->{locationnum};
3055 my $summary_page = $opt{summary_page} || ''; #unused
3056 my $multisection = defined($category) || defined($locationnum);
3057 # this variable is the value of the config setting, not whether it applies
3058 # to this particular line item.
3059 my $discount_show_always = $conf->exists('discount-show-always');
3061 my $maxlength = $conf->config('cust_bill-latex_lineitem_maxlength') || 40;
3063 my $cust_main = $self->cust_main;#for per-agent cust_bill-line_item-ate_style
3065 # for location labels: use default location on the invoice date
3066 my $default_locationnum;
3067 if ( $self->custnum ) {
3069 my @h_search = FS::h_cust_main->sql_h_search($self->_date);
3070 $h_cust_main = qsearchs({
3071 'table' => 'h_cust_main',
3072 'hashref' => { custnum => $self->custnum },
3073 'extra_sql' => $h_search[1],
3074 'addl_from' => $h_search[3],
3076 $default_locationnum = $h_cust_main->ship_locationnum;
3077 } elsif ( $self->prospectnum ) {
3078 my $cust_location = qsearchs('cust_location',
3079 { prospectnum => $self->prospectnum,
3081 $default_locationnum = $cust_location->locationnum if $cust_location;
3084 my @b = (); # accumulator for the line item hashes that we'll return
3085 my ($s, $r, $u, $d) = ( undef, undef, undef, undef );
3086 # the 'current' line item hashes for setup, recur, usage, discount
3087 foreach my $cust_bill_pkg ( @$cust_bill_pkgs )
3089 # if the current line item is waiting to go out, and the one we're about
3090 # to start is not bundled, then push out the current one and start a new
3092 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3093 if ( $_ && !$cust_bill_pkg->hidden ) {
3094 $_->{amount} = sprintf( "%.2f", $_->{amount} );
3095 $_->{amount} =~ s/^\-0\.00$/0.00/;
3096 if (exists($_->{unit_amount})) {
3097 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3100 # we already decided to create this display line; don't reconsider it
3102 # if $_->{amount} != 0
3103 # || $discount_show_always
3104 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3105 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3111 if ( $locationnum ) {
3112 # this is a location section; skip packages that aren't at this
3114 next if $cust_bill_pkg->pkgnum == 0; # skips fees...
3115 next if $self->cust_pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum
3119 # Consider display records for this item to determine if it belongs
3120 # in this section. Note that if there are no display records, there
3121 # will be a default pseudo-record that includes all charge types
3122 # and has no section name.
3123 my @cust_bill_pkg_display = $cust_bill_pkg->can('cust_bill_pkg_display')
3124 ? $cust_bill_pkg->cust_bill_pkg_display
3125 : ( $cust_bill_pkg );
3127 warn "$me _items_cust_bill_pkg considering cust_bill_pkg ".
3128 $cust_bill_pkg->billpkgnum. ", pkgnum ". $cust_bill_pkg->pkgnum. "\n"
3131 if ( defined($category) ) {
3132 # then this is a package category section; process all display records
3133 # that belong to this section.
3134 @cust_bill_pkg_display = grep { $_->section eq $category }
3135 @cust_bill_pkg_display;
3137 # otherwise, process all display records that aren't usage summaries
3138 # (I don't think there should be usage summaries if you aren't using
3139 # category sections, but this is the historical behavior)
3140 @cust_bill_pkg_display = grep { !$_->summary }
3141 @cust_bill_pkg_display;
3144 my $classname = ''; # package class name, will fill in later
3146 foreach my $display (@cust_bill_pkg_display) {
3148 warn "$me _items_cust_bill_pkg considering cust_bill_pkg_display ".
3149 $display->billpkgdisplaynum. "\n"
3152 my $type = $display->type;
3154 my $desc = $cust_bill_pkg->desc( $cust_main ? $cust_main->locale : '' );
3155 $desc = substr($desc, 0, $maxlength). '...'
3156 if $format eq 'latex' && length($desc) > $maxlength;
3158 my %details_opt = ( 'format' => $format,
3159 'escape_function' => $escape_function,
3160 'format_function' => $format_function,
3161 'no_usage' => $opt{'no_usage'},
3164 if ( ref($cust_bill_pkg) eq 'FS::quotation_pkg' ) {
3165 # XXX this should be pulled out into quotation_pkg
3167 warn "$me _items_cust_bill_pkg cust_bill_pkg is quotation_pkg\n"
3169 # quotation_pkgs are never fees, so don't worry about the case where
3170 # part_pkg is undefined
3172 my @details = $cust_bill_pkg->details;
3174 # and I guess they're never bundled either?
3175 if ( $cust_bill_pkg->setup != 0 ) {
3176 my $description = $desc;
3177 $description .= ' Setup'
3178 if $cust_bill_pkg->recur != 0
3179 || $discount_show_always
3180 || $cust_bill_pkg->recur_show_zero;
3182 # keep it consistent, please
3184 'pkgnum' => $cust_bill_pkg->pkgpart, #so it displays in Ref
3185 'description' => $description,
3186 'amount' => sprintf("%.2f", $cust_bill_pkg->setup),
3187 'unit_amount' => sprintf("%.2f", $cust_bill_pkg->unitsetup),
3188 'quantity' => $cust_bill_pkg->quantity,
3189 'ext_description' => \@details,
3190 'preref_html' => ( $opt{preref_callback}
3191 ? &{ $opt{preref_callback} }( $cust_bill_pkg )
3196 if ( $cust_bill_pkg->recur != 0 ) {
3199 'pkgnum' => $cust_bill_pkg->pkgpart, #so it displays in Ref
3200 'description' => "$desc (". $cust_bill_pkg->part_pkg->freq_pretty.")",
3201 'amount' => sprintf("%.2f", $cust_bill_pkg->recur),
3202 'unit_amount' => sprintf("%.2f", $cust_bill_pkg->unitrecur),
3203 'quantity' => $cust_bill_pkg->quantity,
3204 'ext_description' => \@details,
3205 'preref_html' => ( $opt{preref_callback}
3206 ? &{ $opt{preref_callback} }( $cust_bill_pkg )
3212 } elsif ( $cust_bill_pkg->pkgnum > 0 ) {
3213 # a "normal" package line item (not a quotation, not a fee, not a tax)
3215 warn "$me _items_cust_bill_pkg cust_bill_pkg is non-tax\n"
3218 my $cust_pkg = $cust_bill_pkg->cust_pkg;
3219 my $part_pkg = $cust_pkg->part_pkg;
3221 # which pkgpart to show for display purposes?
3222 my $pkgpart = $cust_bill_pkg->pkgpart_override || $cust_pkg->pkgpart;
3224 # start/end dates for invoice formats that do nonstandard
3226 my %item_dates = ();
3227 %item_dates = map { $_ => $cust_bill_pkg->$_ } ('sdate', 'edate')
3228 unless $part_pkg->option('disable_line_item_date_ranges',1);
3230 # not normally used, but pass this to the template anyway
3231 $classname = $part_pkg->classname;
3233 if ( (!$type || $type eq 'S')
3234 && ( $cust_bill_pkg->setup != 0
3235 || $cust_bill_pkg->setup_show_zero
3236 || ($discount_show_always and $cust_bill_pkg->unitsetup > 0)
3241 warn "$me _items_cust_bill_pkg adding setup\n"
3244 # append the word 'Setup' to the setup line if there's going to be
3245 # a recur line for the same package (i.e. not a one-time charge)
3246 my $description = $desc;
3247 $description .= ' Setup'
3248 if $cust_bill_pkg->recur != 0
3249 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3250 || $cust_bill_pkg->recur_show_zero;
3252 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3254 if $part_pkg->is_prepaid #for prepaid, "display the validity period
3255 # triggered by the recurring charge freq
3257 && $cust_bill_pkg->recur == 0
3258 && ! $cust_bill_pkg->recur_show_zero;
3263 # always pass the svc_label through to the template, even if
3264 # not displaying it as an ext_description
3265 my @svc_labels = map &{$escape_function}($_),
3266 $cust_pkg->h_labels_short($self->_date, undef, 'I');
3268 $svc_label = $svc_labels[0];
3270 unless ( $cust_pkg->part_pkg->hide_svc_detail
3271 || $cust_bill_pkg->hidden )
3274 push @d, @svc_labels
3275 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3276 # show the location label if it's not the customer's default
3277 # location, and we're not grouping items by location already
3278 if ( $cust_pkg->locationnum != $default_locationnum
3279 and !defined($locationnum) ) {
3280 my $loc = $cust_pkg->location_label;
3281 $loc = substr($loc, 0, $maxlength). '...'
3282 if $format eq 'latex' && length($loc) > $maxlength;
3283 push @d, &{$escape_function}($loc);
3286 } #unless hiding service details
3288 push @d, $cust_bill_pkg->details(%details_opt)
3289 if $cust_bill_pkg->recur == 0;
3291 if ( $cust_bill_pkg->hidden ) {
3292 $s->{amount} += $cust_bill_pkg->setup;
3293 $s->{unit_amount} += $cust_bill_pkg->unitsetup;
3294 push @{ $s->{ext_description} }, @d;
3298 description => $description,
3299 pkgpart => $pkgpart,
3300 pkgnum => $cust_bill_pkg->pkgnum,
3301 amount => $cust_bill_pkg->setup,
3302 setup_show_zero => $cust_bill_pkg->setup_show_zero,
3303 unit_amount => $cust_bill_pkg->unitsetup,
3304 quantity => $cust_bill_pkg->quantity,
3305 ext_description => \@d,
3306 svc_label => ($svc_label || ''),
3307 locationnum => $cust_pkg->locationnum, # sure, why not?
3313 # should we show a recur line?
3314 # if type eq 'S', then NO, because we've been told not to.
3315 # otherwise, show the recur line if:
3316 # - there's a recurring charge
3317 # - or recur_show_zero is on
3318 # - or there's a positive unitrecur (so it's been discounted to zero)
3319 # and discount-show-always is on
3320 if ( ( !$type || $type eq 'R' || $type eq 'U' )
3322 $cust_bill_pkg->recur != 0
3324 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3325 || $cust_bill_pkg->recur_show_zero
3330 warn "$me _items_cust_bill_pkg adding recur/usage\n"
3333 my $is_summary = $display->summary;
3334 my $description = $desc;
3335 if ( $type eq 'U' and defined($r) ) {
3336 # don't just show the same description as the recur line
3337 $description = $self->mt('Usage charges');
3340 my $part_pkg = $cust_pkg->part_pkg;
3342 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3346 my @seconds = (); # for display of usage info
3349 #at least until cust_bill_pkg has "past" ranges in addition to
3350 #the "future" sdate/edate ones... see #3032
3351 my @dates = ( $self->_date );
3352 my $prev = $cust_bill_pkg->previous_cust_bill_pkg;
3353 push @dates, $prev->sdate if $prev;
3354 push @dates, undef if !$prev;
3356 my @svc_labels = map &{$escape_function}($_),
3357 $cust_pkg->h_labels_short(@dates, 'I');
3358 $svc_label = $svc_labels[0];
3360 # show service labels, unless...
3361 # the package is set not to display them
3362 unless ( $part_pkg->hide_svc_detail
3363 # or this is a tax-like line item
3364 || $cust_bill_pkg->itemdesc
3365 # or this is a hidden (bundled) line item
3366 || $cust_bill_pkg->hidden
3367 # or this is a usage summary line
3368 || $is_summary && $type && $type eq 'U'
3369 # or this is a usage line and there's a recurring line
3370 # for the package in the same section (which will
3371 # have service labels already)
3372 || ($type eq 'U' and defined($r))
3376 warn "$me _items_cust_bill_pkg adding service details\n"
3379 push @d, @svc_labels
3380 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3381 warn "$me _items_cust_bill_pkg done adding service details\n"
3384 # show the location label if it's not the customer's default
3385 # location, and we're not grouping items by location already
3386 if ( $cust_pkg->locationnum != $default_locationnum
3387 and !defined($locationnum) ) {
3388 my $loc = $cust_pkg->location_label;
3389 $loc = substr($loc, 0, $maxlength). '...'
3390 if $format eq 'latex' && length($loc) > $maxlength;
3391 push @d, &{$escape_function}($loc);
3394 # Display of seconds_since_sqlradacct:
3395 # On the invoice, when processing @detail_items, look for a field
3396 # named 'seconds'. This will contain total seconds for each
3397 # service, in the same order as @ext_description. For services
3398 # that don't support this it will show undef.
3399 if ( $conf->exists('svc_acct-usage_seconds')
3400 and ! $cust_bill_pkg->pkgpart_override ) {
3401 foreach my $cust_svc (
3402 $cust_pkg->h_cust_svc(@dates, 'I')
3405 # eval because not having any part_export_usage exports
3406 # is a fatal error, last_bill/_date because that's how
3407 # sqlradius_hour billing does it
3409 $cust_svc->seconds_since_sqlradacct($dates[1] || 0, $dates[0]);
3411 push @seconds, $sec;
3413 } #if svc_acct-usage_seconds
3415 } # if we are showing service labels
3417 unless ( $is_summary ) {
3418 warn "$me _items_cust_bill_pkg adding details\n"
3421 #instead of omitting details entirely in this case (unwanted side
3422 # effects), just omit CDRs
3423 $details_opt{'no_usage'} = 1
3424 if $type && $type eq 'R';
3426 push @d, $cust_bill_pkg->details(%details_opt);
3429 warn "$me _items_cust_bill_pkg calculating amount\n"
3434 $amount = $cust_bill_pkg->recur;
3435 } elsif ($type eq 'R') {
3436 $amount = $cust_bill_pkg->recur - $cust_bill_pkg->usage;
3437 } elsif ($type eq 'U') {
3438 $amount = $cust_bill_pkg->usage;
3441 if ( !$type || $type eq 'R' ) {
3443 warn "$me _items_cust_bill_pkg adding recur\n"
3447 ( $cust_bill_pkg->unitrecur > 0 ) ? $cust_bill_pkg->unitrecur
3450 if ( $cust_bill_pkg->hidden ) {
3451 $r->{amount} += $amount;
3452 $r->{unit_amount} += $unit_amount;
3453 push @{ $r->{ext_description} }, @d;
3456 description => $description,
3457 pkgpart => $pkgpart,
3458 pkgnum => $cust_bill_pkg->pkgnum,
3460 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3461 unit_amount => $unit_amount,
3462 quantity => $cust_bill_pkg->quantity,
3464 ext_description => \@d,
3465 svc_label => ($svc_label || ''),
3466 locationnum => $cust_pkg->locationnum,
3468 $r->{'seconds'} = \@seconds if grep {defined $_} @seconds;
3471 } else { # $type eq 'U'
3473 warn "$me _items_cust_bill_pkg adding usage\n"
3476 if ( $cust_bill_pkg->hidden and defined($u) ) {
3477 # if this is a hidden package and there's already a usage
3478 # line for the bundle, add this package's total amount and
3479 # usage details to it
3480 $u->{amount} += $amount;
3481 push @{ $u->{ext_description} }, @d;
3482 } elsif ( $amount ) {
3483 # create a new usage line
3485 description => $description,
3486 pkgpart => $pkgpart,
3487 pkgnum => $cust_bill_pkg->pkgnum,
3490 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3492 ext_description => \@d,
3493 locationnum => $cust_pkg->locationnum,
3495 } # else this has no usage, so don't create a usage section
3498 } # recurring or usage with recurring charge
3500 } else { # taxes and fees
3502 warn "$me _items_cust_bill_pkg cust_bill_pkg is tax\n"
3505 # items of this kind should normally not have sdate/edate.
3507 'description' => $desc,
3508 'amount' => sprintf('%.2f', $cust_bill_pkg->setup
3509 + $cust_bill_pkg->recur)
3512 } # if quotation / package line item / other line item
3514 # decide whether to show active discounts here
3516 # case 1: we are showing a single line for the package
3518 # case 2: we are showing a setup line for a package that has
3519 # no base recurring fee
3520 or ( $type eq 'S' and $cust_bill_pkg->unitrecur == 0 )
3521 # case 3: we are showing a recur line for a package that has
3522 # a base recurring fee
3523 or ( $type eq 'R' and $cust_bill_pkg->unitrecur > 0 )
3526 my $item_discount = $cust_bill_pkg->_item_discount;
3527 if ( $item_discount ) {
3528 # $item_discount->{amount} is negative
3530 if ( $d and $cust_bill_pkg->hidden ) {
3531 $d->{amount} += $item_discount->{amount};
3533 $d = $item_discount;
3534 $_ = &{$escape_function}($_) foreach @{ $d->{ext_description} };
3537 # update the active line (before the discount) to show the
3538 # original price (whether this is a hidden line or not)
3540 # quotation discounts keep track of setup and recur; invoice
3541 # discounts currently don't
3542 if ( exists $item_discount->{setup_amount} ) {
3544 $s->{amount} -= $item_discount->{setup_amount} if $s;
3545 $r->{amount} -= $item_discount->{recur_amount} if $r;
3549 # $active_line is the line item hashref for the line that will
3550 # show the original price
3551 # (use the recur or single line for the package, unless we're
3552 # showing a setup line for a package with no recurring fee)
3553 my $active_line = $r;
3554 if ( $type eq 'S' ) {
3557 $active_line->{amount} -= $item_discount->{amount};
3561 } # if there are any discounts
3562 } # if this is an appropriate place to show discounts
3564 } # foreach $display
3568 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3570 $_->{amount} = sprintf( "%.2f", $_->{amount} ),
3571 if exists($_->{amount});
3572 $_->{amount} =~ s/^\-0\.00$/0.00/;
3573 if (exists($_->{unit_amount})) {
3574 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3578 #if $_->{amount} != 0
3579 # || $discount_show_always
3580 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3581 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3585 warn "$me _items_cust_bill_pkg done considering cust_bill_pkgs\n"
3592 =item _items_discounts_avail
3594 Returns an array of line item hashrefs representing available term discounts
3595 for this invoice. This makes the same assumptions that apply to term
3596 discounts in general: that the package is billed monthly, at a flat rate,
3597 with no usage charges. A prorated first month will be handled, as will
3598 a setup fee if the discount is allowed to apply to setup fees.
3602 sub _items_discounts_avail {
3605 #maybe move this method from cust_bill when quotations support discount_plans
3606 return () unless $self->can('discount_plans');
3607 my %plans = $self->discount_plans;
3609 my $list_pkgnums = 0; # if any packages are not eligible for all discounts
3610 $list_pkgnums = grep { $_->list_pkgnums } values %plans;
3614 my $plan = $plans{$months};
3616 my $term_total = sprintf('%.2f', $plan->discounted_total);
3617 my $percent = sprintf('%.0f',
3618 100 * (1 - $term_total / $plan->base_total) );
3619 my $permonth = sprintf('%.2f', $term_total / $months);
3620 my $detail = $self->mt('discount on item'). ' '.
3621 join(', ', map { "#$_" } $plan->pkgnums)
3624 # discounts for non-integer months don't work anyway
3625 $months = sprintf("%d", $months);
3628 description => $self->mt('Save [_1]% by paying for [_2] months',
3630 amount => $self->mt('[_1] ([_2] per month)',
3631 $term_total, $money_char.$permonth),
3632 ext_description => ($detail || ''),
3635 sort { $b <=> $a } keys %plans;