1 package FS::Template_Mixin;
4 use vars qw( $DEBUG $me
9 use vars qw( $invoice_lines @buf ); #yuck
10 use List::Util qw(sum); #can't import first, it conflicts with cust_main.first
13 use Time::Local qw( timelocal );
14 use Text::Template 1.20;
16 use Archive::Zip qw( :ERROR_CODES :CONSTANTS );
21 use FS::Misc qw( send_email );
22 use FS::Record qw( qsearch qsearchs dbh );
24 use FS::Misc qw( generate_ps generate_pdf );
31 $me = '[FS::Template_Mixin]';
32 FS::UID->install_callback( sub {
33 my $conf = new FS::Conf; #global
34 $money_char = $conf->config('money_char') || '$';
35 $date_format = $conf->config('date_format') || '%x'; #/YY
40 Returns a configuration handle (L<FS::Conf>) set to the customer's locale.
42 If the "mode" pseudo-field is set on the object, the configuration handle
43 will be an L<FS::invoice_conf> for that invoice mode (and the customer's
50 my $mode = $self->get('mode');
51 if ($self->{_conf} and !defined($mode)) {
52 return $self->{_conf};
55 my $cust_main = $self->cust_main;
56 my $locale = $cust_main ? $cust_main->locale : '';
59 if ( ref $mode and $mode->isa('FS::invoice_mode') ) {
60 $mode = $mode->modenum;
61 } elsif ( $mode =~ /\D/ ) {
62 die "invalid invoice mode $mode";
64 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => $locale });
66 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => '' });
67 # it doesn't have a locale, but system conf still might
68 $conf->set('locale' => $locale) if $conf;
71 # if $mode is unspecified, or if there is no invoice_conf matching this mode
72 # and locale, then use the system config only (but with the locale)
73 $conf ||= FS::Conf->new({ 'locale' => $locale });
75 return $self->{_conf} = $conf;
78 =item print_text OPTIONS
80 Returns an text invoice, as a list of lines.
82 Options can be passed as a hash.
84 I<time>, if specified, is used to control the printing of overdue messages. The
85 default is now. It isn't the date of the invoice; that's the `_date' field.
86 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
87 L<Time::Local> and L<Date::Parse> for conversion functions.
89 I<template>, if specified, is the name of a suffix for alternate invoices.
91 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
99 %params = %{ shift() };
104 $params{'format'} = 'template'; # for some reason
106 $self->print_generic( %params );
109 =item print_latex HASHREF
111 Internal method - returns a filename of a filled-in LaTeX template for this
112 invoice (Note: add ".tex" to get the actual filename), and a filename of
113 an associated logo (with the .eps extension included).
115 See print_ps and print_pdf for methods that return PostScript and PDF output.
117 Options can be passed as a hash.
119 I<time>, if specified, is used to control the printing of overdue messages. The
120 default is now. It isn't the date of the invoice; that's the `_date' field.
121 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
122 L<Time::Local> and L<Date::Parse> for conversion functions.
124 I<template>, if specified, is the name of a suffix for alternate invoices.
125 This is strongly deprecated; see L<FS::invoice_conf> for the right way to
126 customize invoice templates for different purposes.
128 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
137 %params = %{ shift() };
142 $params{'format'} = 'latex';
143 my $conf = $self->conf;
145 # this needs to go away
146 my $template = $params{'template'};
147 # and this especially
148 $template ||= $self->_agent_template
149 if $self->can('_agent_template');
152 $self->set('mode', $params{mode})
155 my $pkey = $self->primary_key;
156 my $tmp_template = $self->table. '.'. $self->$pkey. '.XXXXXXXX';
158 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
159 my $lh = new File::Temp(
160 TEMPLATE => $tmp_template,
164 ) or die "can't open temp file: $!\n";
166 my $agentnum = $self->agentnum;
168 if ( $template && $conf->exists("logo_${template}.eps", $agentnum) ) {
169 print $lh $conf->config_binary("logo_${template}.eps", $agentnum)
170 or die "can't write temp file: $!\n";
172 print $lh $conf->config_binary('logo.eps', $agentnum)
173 or die "can't write temp file: $!\n";
176 $params{'logo_file'} = $lh->filename;
178 if( $conf->exists('invoice-barcode')
179 && $self->can('invoice_barcode')
180 && $self->invnum ) { # don't try to barcode statements
181 my $png_file = $self->invoice_barcode($dir);
182 my $eps_file = $png_file;
183 $eps_file =~ s/\.png$/.eps/g;
184 $png_file =~ /(barcode.*png)/;
186 $eps_file =~ /(barcode.*eps)/;
189 my $curr_dir = cwd();
191 # after painfuly long experimentation, it was determined that sam2p won't
192 # accept : and other chars in the path, no matter how hard I tried to
193 # escape them, hence the chdir (and chdir back, just to be safe)
194 system('sam2p', '-j:quiet', $png_file, 'EPS:', $eps_file ) == 0
195 or die "sam2p failed: $!\n";
199 $params{'barcode_file'} = $eps_file;
202 my @filled_in = $self->print_generic( %params );
204 my $fh = new File::Temp( TEMPLATE => $tmp_template,
208 ) or die "can't open temp file: $!\n";
209 binmode($fh, ':utf8'); # language support
210 print $fh join('', @filled_in );
213 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
214 return ($1, $params{'logo_file'}, $params{'barcode_file'});
220 my $cust_main = $self->cust_main;
221 $cust_main ? $cust_main->agentnum : $self->prospect_main->agentnum;
224 =item print_generic OPTION => VALUE ...
226 Internal method - returns a filled-in template for this invoice as a scalar.
228 See print_ps and print_pdf for methods that return PostScript and PDF output.
236 The B<format> option is required and should be set to html, latex (print and PDF) or template (plaintext).
246 Overrides "Invoice" as the name of the sent document.
250 Used to control the printing of overdue messages. The
251 default is now. It isn't the date of the invoice; that's the `_date' field.
252 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
253 L<Time::Local> and L<Date::Parse> for conversion functions.
257 Logo file (path to temporary EPS file on the local filesystem)
261 CID for inline (emailed) images (logo)
265 Override customer's locale
269 Overrides any per customer cdr squelching when true
273 Supress the (invoice, quotation, statement, etc.) number
281 Supress the payment coupon
285 Barcode file (path to temporary EPS file on the local filesystem)
289 Flag indicating the barcode image should be a link (normal HTML dipaly)
293 Barcode CID for inline (emailed) images
295 =item preref_callback
297 Coderef run for each line item, code should return HTML to be displayed
298 before that line item (quotations only)
302 Deprecated. Used as a suffix for a configuration template. Please
303 don't use this, it deprecated in favor of more flexible alternatives.
309 #what's with all the sprintf('%10.2f')'s in here? will it cause any
310 # (alignment in text invoice?) problems to change them all to '%.2f' ?
311 # yes: fixed width/plain text printing will be borked
313 my( $self, %params ) = @_;
314 my $conf = $self->conf;
316 my $today = $params{today} ? $params{today} : time;
317 warn "$me print_generic called on $self with suffix $params{template}\n"
320 my $format = $params{format};
321 die "Unknown format: $format"
322 unless $format =~ /^(latex|html|template)$/;
324 my $cust_main = $self->cust_main || $self->prospect_main;
326 my $locale = $params{'locale'} || $cust_main->locale;
328 my %delimiters = ( 'latex' => [ '[@--', '--@]' ],
329 'html' => [ '<%=', '%>' ],
330 'template' => [ '{', '}' ],
333 warn "$me print_generic creating template\n"
336 # set the notice name here, and nowhere else.
337 my $notice_name = $params{notice_name}
338 || $conf->config('notice_name')
339 || $self->notice_name;
342 my $template = $params{template} ? $params{template} : $self->_agent_template;
343 my $templatefile = $self->template_conf. $format;
344 $templatefile .= "_$template"
345 if length($template) && $conf->exists($templatefile."_$template");
347 $self->set('_template',$template);
350 my @invoice_template = map "$_\n", $conf->config($templatefile)
351 or die "cannot load config data $templatefile";
353 if ( $format eq 'latex' && grep { /^%%Detail/ } @invoice_template ) {
354 #change this to a die when the old code is removed
355 # it's been almost ten years, changing it to a die
356 die "old-style invoice template $templatefile; ".
357 "patch with conf/invoice_latex.diff or use new conf/invoice_latex*\n";
358 #$old_latex = 'true';
359 #@invoice_template = _translate_old_latex_format(@invoice_template);
362 warn "$me print_generic creating T:T object\n"
365 my $text_template = new Text::Template(
367 SOURCE => \@invoice_template,
368 DELIMITERS => $delimiters{$format},
371 warn "$me print_generic compiling T:T object\n"
374 $text_template->compile()
375 or die "Can't compile $templatefile: $Text::Template::ERROR\n";
378 # additional substitution could possibly cause breakage in existing templates
381 'notes' => sub { map "$_", @_ },
382 'footer' => sub { map "$_", @_ },
383 'smallfooter' => sub { map "$_", @_ },
384 'returnaddress' => sub { map "$_", @_ },
385 'coupon' => sub { map "$_", @_ },
386 'summary' => sub { map "$_", @_ },
392 s/%%(.*)$/<!-- $1 -->/g;
393 s/\\section\*\{\\textsc\{(.)(.*)\}\}/<p><b><font size="+1">$1<\/font>\U$2<\/b>/g;
394 s/\\begin\{enumerate\}/<ol>/g;
396 s/\\end\{enumerate\}/<\/ol>/g;
397 s/\\textbf\{(.*)\}/<b>$1<\/b>/g;
406 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
408 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
414 s/\\hyphenation\{[\w\s\-]+}//;
419 'coupon' => sub { "" },
420 'summary' => sub { "" },
427 s/\\section\*\{\\textsc\{(.*)\}\}/\U$1/g;
428 s/\\begin\{enumerate\}//g;
430 s/\\end\{enumerate\}//g;
431 s/\\textbf\{(.*)\}/$1/g;
438 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
440 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
445 s/\\\\\*?\s*$/\n/; # dubious
446 s/\\hyphenation\{[\w\s\-]+}//;
450 'coupon' => sub { "" },
451 'summary' => sub { "" },
456 # hashes for differing output formats
457 my %nbsps = ( 'latex' => '~',
458 'html' => '', # '&nbps;' would be nice
459 'template' => '', # not used
461 my $nbsp = $nbsps{$format};
463 my %escape_functions = ( 'latex' => \&_latex_escape,
464 'html' => \&_html_escape_nbsp,#\&encode_entities,
465 'template' => sub { shift },
467 my $escape_function = $escape_functions{$format};
468 my $escape_function_nonbsp = ($format eq 'html')
469 ? \&_html_escape : $escape_function;
471 my %newline_tokens = ( 'latex' => '\\\\',
475 my $newline_token = $newline_tokens{$format};
477 warn "$me generating template variables\n"
480 # generate template variables
484 defined( $conf->config_orbase( "invoice_${format}returnaddress",
488 && length( $conf->config_orbase( "invoice_${format}returnaddress",
494 $returnaddress = join("\n",
495 $conf->config_orbase("invoice_${format}returnaddress", $template)
499 $conf->config_orbase('invoice_latexreturnaddress', $template) ) {
501 my $convert_map = $convert_maps{$format}{'returnaddress'};
504 &$convert_map( $conf->config_orbase( "invoice_latexreturnaddress",
509 } elsif ( grep /\S/, $conf->config('company_address', $cust_main->agentnum) ) {
511 my $convert_map = $convert_maps{$format}{'returnaddress'};
512 $returnaddress = join( "\n", &$convert_map(
513 map { s/( {2,})/'~' x length($1)/eg;
517 ( $conf->config('company_name', $cust_main->agentnum),
518 $conf->config('company_address', $cust_main->agentnum),
525 my $warning = "Couldn't find a return address; ".
526 "do you need to set the company_address configuration value?";
528 $returnaddress = $nbsp;
529 #$returnaddress = $warning;
533 warn "$me generating invoice data\n"
536 my $agentnum = $cust_main->agentnum;
541 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
542 'company_address' => join("\n", $conf->config('company_address', $agentnum) ). "\n",
543 'company_phonenum'=> scalar( $conf->config('company_phonenum', $agentnum) ),
544 'returnaddress' => $returnaddress,
545 'agent' => &$escape_function($cust_main->agent->agent),
547 #invoice/quotation info
548 'no_number' => $params{'no_number'},
549 'invnum' => ( $params{'no_number'} ? '' : $self->invnum ),
550 'quotationnum' => $self->quotationnum,
551 'no_date' => $params{'no_date'},
552 '_date' => ( $params{'no_date'} ? '' : $self->_date ),
553 # workaround for inconsistent behavior in the early plain text
554 # templates; see RT#28271
555 'date' => ( $params{'no_date'}
557 : ($format eq 'template'
559 : $self->time2str_local('long', $self->_date, $format)
562 'today' => $self->time2str_local('long', $today, $format),
563 'terms' => $self->terms,
564 'template' => $template, #params{'template'},
565 'notice_name' => $notice_name, # escape?
566 'current_charges' => sprintf("%.2f", $self->charged),
567 'duedate' => $self->due_date2str('rdate'), #date_format?
568 'duedate_long' => $self->due_date2str('long'),
571 'custnum' => $cust_main->display_custnum,
572 'prospectnum' => $cust_main->prospectnum,
573 'agent_custid' => &$escape_function($cust_main->agent_custid),
574 ( map { $_ => &$escape_function($cust_main->$_()) }
575 qw( company address1 address2 city state zip fax )
577 'payname' => &$escape_function( $cust_main->invoice_attn
578 || $cust_main->contact_firstlast ),
581 'ship_enable' => $cust_main->invoice_ship_address || $conf->exists('invoice-ship_address'),
582 'unitprices' => $conf->exists('invoice-unitprice'),
583 'smallernotes' => $conf->exists('invoice-smallernotes'),
584 'smallerfooter' => $conf->exists('invoice-smallerfooter'),
585 'balance_due_below_line' => $conf->exists('balance_due_below_line'),
587 #layout info -- would be fancy to calc some of this and bury the template
589 'topmargin' => scalar($conf->config('invoice_latextopmargin', $agentnum)),
590 'headsep' => scalar($conf->config('invoice_latexheadsep', $agentnum)),
591 'textheight' => scalar($conf->config('invoice_latextextheight', $agentnum)),
592 'extracouponspace' => scalar($conf->config('invoice_latexextracouponspace', $agentnum)),
593 'couponfootsep' => scalar($conf->config('invoice_latexcouponfootsep', $agentnum)),
594 'verticalreturnaddress' => $conf->exists('invoice_latexverticalreturnaddress', $agentnum),
595 'addresssep' => scalar($conf->config('invoice_latexaddresssep', $agentnum)),
596 'amountenclosedsep' => scalar($conf->config('invoice_latexcouponamountenclosedsep', $agentnum)),
597 'coupontoaddresssep' => scalar($conf->config('invoice_latexcoupontoaddresssep', $agentnum)),
598 'addcompanytoaddress' => $conf->exists('invoice_latexcouponaddcompanytoaddress', $agentnum),
600 # better hang on to conf_dir for a while (for old templates)
601 'conf_dir' => "$FS::UID::conf_dir/conf.$FS::UID::datasrc",
603 #these are only used when doing paged plaintext
609 #quotations have $name
610 $invoice_data{'name'} = $invoice_data{'payname'};
613 $invoice_data{'emt'} = sub { &$escape_function($self->mt(@_)) };
614 # prototype here to silence warnings
615 $invoice_data{'time2str'} = sub ($;$$) { $self->time2str_local(@_, $format) };
617 my $min_sdate = 999999999999;
619 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
620 next unless $cust_bill_pkg->pkgnum > 0;
621 $min_sdate = $cust_bill_pkg->sdate
622 if length($cust_bill_pkg->sdate) && $cust_bill_pkg->sdate < $min_sdate;
623 $max_edate = $cust_bill_pkg->edate
624 if length($cust_bill_pkg->edate) && $cust_bill_pkg->edate > $max_edate;
627 $invoice_data{'bill_period'} = '';
628 $invoice_data{'bill_period'} =
629 $self->time2str_local('%e %h', $min_sdate, $format)
631 $self->time2str_local('%e %h', $max_edate, $format)
632 if ($max_edate != 0 && $min_sdate != 999999999999);
634 $invoice_data{finance_section} = '';
635 if ( $conf->config('finance_pkgclass') ) {
637 qsearchs('pkg_class', { classnum => $conf->config('finance_pkgclass') });
638 $invoice_data{finance_section} = $pkg_class->categoryname;
640 $invoice_data{finance_amount} = '0.00';
641 $invoice_data{finance_section} ||= 'Finance Charges'; #avoid config confusion
643 my $countrydefault = $conf->config('countrydefault') || 'US';
644 foreach ( qw( address1 address2 city state zip country fax) ){
645 my $method = 'ship_'.$_;
646 $invoice_data{"ship_$_"} = $escape_function->($cust_main->$method);
648 if ( length($cust_main->ship_company) ) {
649 $invoice_data{'ship_company'} = $escape_function->($cust_main->ship_company);
651 $invoice_data{'ship_company'} = $escape_function->($cust_main->company);
653 $invoice_data{'ship_contact'} = $escape_function->($cust_main->contact);
654 $invoice_data{'ship_country'} = ''
655 if ( $invoice_data{'ship_country'} eq $countrydefault );
657 $invoice_data{'cid'} = $params{'cid'}
660 if ( $cust_main->bill_locationnum
661 && $cust_main->bill_location->country ne $countrydefault ) {
662 $invoice_data{'country'} = &$escape_function($cust_main->bill_country_full);
664 $invoice_data{'country'} = '';
668 $invoice_data{'address'} = \@address;
670 $invoice_data{'payname'}.
671 ( $cust_main->po_number
672 ? " (P.O. #". $cust_main->po_number. ")"
676 push @address, $cust_main->company
677 if $cust_main->company;
678 push @address, $cust_main->address1;
679 push @address, $cust_main->address2
680 if $cust_main->address2;
682 $cust_main->city. ", ". $cust_main->state. " ". $cust_main->zip;
683 push @address, $invoice_data{'country'}
684 if $invoice_data{'country'};
686 while (scalar(@address) < 5);
688 $invoice_data{'logo_file'} = $params{'logo_file'}
689 if $params{'logo_file'};
690 $invoice_data{'barcode_file'} = $params{'barcode_file'}
691 if $params{'barcode_file'};
692 $invoice_data{'barcode_img'} = $params{'barcode_img'}
693 if $params{'barcode_img'};
694 $invoice_data{'barcode_cid'} = $params{'barcode_cid'}
695 if $params{'barcode_cid'};
699 # using owed_on_invoice() instead of owed() here for $balance_due
700 # using _items_previous_total() instead of ->previous() for $pr_total
702 # owed_on_invoice() is aware of configuration flags that affect how an
703 # invoice is rendered. May not return actual current balance. Will
704 # return balance appropriate for the invoice being rendered, based
705 # on which past due items, current charges, and future payments are
708 # Going forward, usage of owed(), or bypassing cust_bill helper methods
709 # when generating invoice lines may lead to incorrect or misleading
712 # Helper methods that are aware of invoicing conf flags:
713 # - owed_on_invoice # use instead of owed()
714 # - _items_previous() # use instead of previous()
715 # - _items_credits() # use instead of cust_credit()
716 # - _items_payments()
718 # - _items_previous_total() # use instead of previous()
719 # - _items_payments_total()
720 # - _items_credits_total() # use instead of cust_credit()
722 my $pr_total = $self->_items_previous_total();
724 my $balance_due = $self->owed_on_invoice();
725 $invoice_data{'balance'} = sprintf("%.2f", $balance_due);
727 # flag telling this invoice to have a first-page summary
728 my $summarypage = '';
730 if ( $self->custnum && $self->invnum ) {
731 # XXX should be an FS::cust_bill method to set the defaults, instead
732 # of checking the type here
734 # info from customer's last invoice before this one, for some
736 $invoice_data{'last_bill'} = {};
738 # my $last_bill = $self->previous_bill;
739 # if ( $last_bill ) {
741 # Populate template stash for previous balance and payments
743 # Used on summary page as "Previous Balance"
744 $invoice_data{'true_previous_balance'} = sprintf("%.2f", $pr_total);
746 # Used on summary page as "Payments"
747 $invoice_data{'balance_adjustments'} = sprintf("%.2f",
748 $self->_items_payments_total() + $self->_items_credits_total()
751 # Used in invoice template as "Previous Balance"
752 $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
754 # $invoice_data{last_bill}{_date}:
755 # Not used in default templates, but may be in use by someone
757 # ! May be a problem field if they are using it... this field
758 # stores the date of the previous invoice... it is possible to
759 # carry a balance, but have the immediately previous invoice paid off.
760 # In this case, this field might be presenting bad data? Not
761 # altering the problematic behavior, because someone might be
762 # expecting this bad behavior in their templates for some other
763 # purpose, such as a "your last bill was dated %_date%"
764 my $last_bill = $self->previous_bill;
765 $invoice_data{'last_bill'}{'_date'}
767 ? $last_bill->_date()
770 # $invoice_data{previous_payments}
771 # Not used in default templates, but may be in use by someone
773 # Returns an array of hrefs representing payments, each with keys:
774 # - _date: epoch timestamp
775 # - date: text formatted date
776 # - amount: money formatted amount string
777 # - payinfo: string from payby_payinfo_pretty()
778 # - paynum: id for cust_pay
779 # - description: Text description for bill line item
781 my @payments = $self->_items_payments();
782 $invoice_data{previous_payments} = \@payments;
784 # $invoice_data{previous_credits}
785 # Not used in default templates, but may be in use by someone
787 # Returns an array of hrefs representing credits, each with keys:
788 # - _date: epoch timestamp
789 # - date: text formatted date
790 # - amount: money formatted amount string
791 # - crednum: id for cust_credit
792 # - description: Text description for bill line item
793 # - creditreason: reason() from cust_credit
795 my @credits = $self->_items_credits();
796 $invoice_data{previous_credits} = \@credits;
798 # Populate formatted date field
799 for my $pmt_href (@payments, @credits) {
800 $pmt_href->{date} = $self->time2str_local(
808 # There are no outstanding invoices = YAPH
809 $invoice_data{'true_previous_balance'} =
810 $invoice_data{'balance_adjustments'} =
811 $invoice_data{'previous_balance'} = '0.00';
812 $invoice_data{'previous_payments'} =
813 $invoice_data{'previous_credits'} = [];
816 # Condencing a lot of debug staements here
818 warn "\$invoice_data{$_}: $invoice_data{$_}"
820 true_previous_balance
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 # if (well, probably when) we still need PO numbers in the brave new world of
893 # 4.x, then we'll have to add them back as their own customer fields
894 # # let invoices use either of these as needed
895 # $invoice_data{'po_num'} = ($cust_main->payby eq 'BILL')
896 # ? $cust_main->payinfo : '';
897 # $invoice_data{'po_line'} =
898 # ( $cust_main->payby eq 'BILL' && $cust_main->payinfo )
899 # ? &$escape_function($self->mt("Purchase Order #").$cust_main->payinfo)
902 my %money_chars = ( 'latex' => '',
903 'html' => $conf->config('money_char') || '$',
906 my $money_char = $money_chars{$format};
909 my %other_money_chars = ( 'latex' => '\dollar ',#XXX should be a config too
910 'html' => $conf->config('money_char') || '$',
913 my $other_money_char = $other_money_chars{$format};
914 $invoice_data{'dollar'} = $other_money_char;
916 my %minus_signs = ( 'latex' => '$-$',
918 'template' => '- ' );
919 my $minus = $minus_signs{$format};
921 my @detail_items = ();
922 my @total_items = ();
926 $invoice_data{'detail_items'} = \@detail_items;
927 $invoice_data{'total_items'} = \@total_items;
928 $invoice_data{'buf'} = \@buf;
929 $invoice_data{'sections'} = \@sections;
931 warn "$me generating sections\n"
934 my $unsquelched = $params{unsquelch_cdr} || $cust_main->squelch_cdr ne 'Y';
935 my $multisection = $self->has_sections;
936 if ( $multisection ) {
937 $invoice_data{multisection} = $conf->config($tc.'sections_method') || 1;
940 my $extra_sections = [];
941 my $extra_lines = ();
943 # default section ('Charges')
944 my $default_section = { 'description' => '',
949 # Previous Charges section
950 # subtotal is the first return value from $self->previous
951 my $previous_section;
952 # if the invoice has major sections, or if we're summarizing previous
953 # charges with a single line, or if we've been specifically told to put them
954 # in a section, create a section for previous charges:
955 if ( $multisection or
956 $conf->exists('previous_balance-summary_only') or
957 $conf->exists('previous_balance-section') ) {
959 $previous_section = { 'description' => $self->mt('Previous Charges'),
960 'subtotal' => $other_money_char.
961 sprintf('%.2f', $pr_total),
962 'summarized' => '', #why? $summarypage ? 'Y' : '',
965 # Include balance aging line and template variables
966 my @aged_balances = $self->_items_aging_balances();
967 ( $invoice_data{aged_balance_current},
968 $invoice_data{aged_balance_30d},
969 $invoice_data{aged_balance_60d},
970 $invoice_data{aged_balance_90d}
973 if ($conf->exists('invoice_include_aging')) {
974 $previous_section->{posttotal} = sprintf(
975 '0 / 30 / 60 / 90 days overdue %.2f / %.2f / %.2f / %.2f',
981 # otherwise put them in the main section
982 $previous_section = $default_section;
985 my $adjust_section = {
986 'description' => $self->mt('Credits, Payments, and Adjustments'),
987 'adjust_section' => 1,
988 'subtotal' => 0, # adjusted below
990 my $adjust_weight = _pkg_category($adjust_section->{description})
991 ? _pkg_category($adjust_section->{description})->weight
993 $adjust_section->{'summarized'} = ''; #why? $summarypage && !$adjust_weight ? 'Y' : '';
994 # Note: 'sort_weight' here is actually a flag telling whether there is an
995 # explicit package category for the adjust section. If so, certain behavior
997 $adjust_section->{'sort_weight'} = $adjust_weight;
1000 if ( $multisection ) {
1001 ($extra_sections, $extra_lines) =
1002 $self->_items_extra_usage_sections($escape_function_nonbsp, $format)
1003 if $conf->exists('usage_class_as_a_section', $cust_main->agentnum)
1004 && $self->can('_items_extra_usage_sections');
1006 push @$extra_sections, $adjust_section if $adjust_section->{sort_weight};
1008 push @detail_items, @$extra_lines if $extra_lines;
1010 # the code is written so that both methods can be used together, but
1011 # we haven't yet changed the template to take advantage of that, so for
1012 # now, treat them as mutually exclusive.
1013 my %section_method = ( by_category => 1 );
1014 if ( $conf->config($tc.'sections_method') eq 'location' ) {
1015 %section_method = ( by_location => 1 );
1017 my ($early, $late) =
1018 $self->_items_sections( 'summary' => $summarypage,
1019 'escape' => $escape_function_nonbsp,
1020 'extra_sections' => $extra_sections,
1021 'format' => $format,
1024 push @sections, @$early;
1025 $late_sections = $late;
1027 if ( $conf->exists('svc_phone_sections')
1028 && $self->can('_items_svc_phone_sections')
1031 my ($phone_sections, $phone_lines) =
1032 $self->_items_svc_phone_sections($escape_function_nonbsp, $format);
1033 push @{$late_sections}, @$phone_sections;
1034 push @detail_items, @$phone_lines;
1036 if ( $conf->exists('voip-cust_accountcode_cdr')
1037 && $cust_main->accountcode_cdr
1038 && $self->can('_items_accountcode_cdr')
1041 my ($accountcode_section, $accountcode_lines) =
1042 $self->_items_accountcode_cdr($escape_function_nonbsp,$format);
1043 if ( scalar(@$accountcode_lines) ) {
1044 push @{$late_sections}, $accountcode_section;
1045 push @detail_items, @$accountcode_lines;
1048 } else {# not multisection
1049 # make a default section
1050 push @sections, $default_section;
1051 # and calculate the finance charge total, since it won't get done otherwise.
1052 # and the default section total
1053 # XXX possibly finance_pkgclass should not be used in this manner?
1054 my @finance_charges;
1056 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
1057 if ( $invoice_data{finance_section} and
1058 grep { $_->section eq $invoice_data{finance_section} }
1059 $cust_bill_pkg->cust_bill_pkg_display ) {
1060 # I think these are always setup fees, but just to be sure...
1061 push @finance_charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1063 push @charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1066 $invoice_data{finance_amount} =
1067 sprintf('%.2f', sum( @finance_charges ) || 0);
1068 $default_section->{subtotal} = $other_money_char.
1069 sprintf('%.2f', sum( @charges ) || 0);
1072 # start setting up summary subtotals
1073 my @summary_subtotals;
1074 my $method = $conf->config('summary_subtotals_method');
1075 if ( $method and $method ne $conf->config($tc.'sections_method') ) {
1076 # then re-section them by the correct method
1077 my %section_method = ( by_category => 1 );
1078 if ( $conf->config('summary_subtotals_method') eq 'location' ) {
1079 %section_method = ( by_location => 1 );
1081 my ($early, $late) =
1082 $self->_items_sections( 'summary' => $summarypage,
1083 'escape' => $escape_function_nonbsp,
1084 'extra_sections' => $extra_sections,
1085 'format' => $format,
1088 foreach ( @$early ) {
1089 next if $_->{subtotal} == 0;
1090 $_->{subtotal} = $other_money_char.sprintf('%.2f', $_->{subtotal});
1091 push @summary_subtotals, $_;
1094 # subtotal sectioning is the same as for the actual invoice sections
1095 @summary_subtotals = @sections;
1098 # Hereafter, push sections to both @sections and @summary_subtotals
1099 # if they belong in both places (e.g. tax section). Late sections are
1100 # never in @summary_subtotals.
1102 # previous invoice balances in the Previous Charges section if there
1103 # is one, otherwise in the main detail section
1104 # (except if summary_only is enabled, don't show them at all)
1105 if ( $self->can('_items_previous') &&
1106 $self->enable_previous &&
1107 ! $conf->exists('previous_balance-summary_only') ) {
1109 warn "$me adding previous balances\n"
1112 foreach my $line_item ( $self->_items_previous ) {
1115 ref => $line_item->{'pkgnum'},
1116 pkgpart => $line_item->{'pkgpart'},
1117 #quantity => 1, # not really correct
1118 section => $previous_section, # which might be $default_section
1119 description => &$escape_function($line_item->{'description'}),
1120 ext_description => [ map { &$escape_function($_) }
1121 @{ $line_item->{'ext_description'} || [] }
1123 amount => $money_char . $line_item->{'amount'},
1124 product_code => $line_item->{'pkgpart'} || 'N/A',
1127 push @detail_items, $detail;
1128 push @buf, [ $detail->{'description'},
1129 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1135 if ( $pr_total && $self->enable_previous ) {
1136 push @buf, ['','-----------'];
1137 push @buf, [ $self->mt('Total Previous Balance'),
1138 $money_char. sprintf("%10.2f", $pr_total) ];
1142 if ( $conf->exists('svc_phone-did-summary') && $self->can('_did_summary') ) {
1143 warn "$me adding DID summary\n"
1146 my ($didsummary,$minutes) = $self->_did_summary;
1147 my $didsummary_desc = 'DID Activity Summary (since last invoice)';
1149 { 'description' => $didsummary_desc,
1150 'ext_description' => [ $didsummary, $minutes ],
1154 foreach my $section (@sections, @$late_sections) {
1156 # begin some normalization
1157 $section->{'subtotal'} = $section->{'amount'}
1159 && !exists($section->{subtotal})
1160 && exists($section->{amount});
1162 $invoice_data{finance_amount} = sprintf('%.2f', $section->{'subtotal'} )
1163 if ( $invoice_data{finance_section} &&
1164 $section->{'description'} eq $invoice_data{finance_section} );
1166 if ( $multisection ) {
1168 if ( ref($section->{'subtotal'}) ) {
1170 $section->{'subtotal'} =
1171 sprintf("$other_money_char%.2f to $other_money_char%.2f",
1172 $section->{'subtotal'}[0],
1173 $section->{'subtotal'}[1]
1178 $section->{'subtotal'} = $other_money_char.
1179 sprintf('%.2f', $section->{'subtotal'})
1183 # continue some normalization
1184 $section->{'amount'} = $section->{'subtotal'}
1188 if ( $section->{'description'} ) {
1189 push @buf, ( [ &$escape_function($section->{'description'}), '' ],
1194 warn "$me setting options\n"
1198 $options{'section'} = $section if $multisection;
1199 $options{'section_with_taxes'} = 1
1201 && $conf->config_bool('invoice_sections_with_taxes', $cust_main->agentnum);
1202 $options{'format'} = $format;
1203 $options{'escape_function'} = $escape_function;
1204 $options{'no_usage'} = 1 unless $unsquelched;
1205 $options{'unsquelched'} = $unsquelched;
1206 $options{'summary_page'} = $summarypage;
1207 $options{'skip_usage'} =
1208 scalar(@$extra_sections) && !grep{$section == $_} @$extra_sections;
1209 $options{'preref_callback'} = $params{'preref_callback'};
1210 $options{'disable_line_item_date_ranges'} =
1211 $conf->exists('disable_line_item_date_ranges');
1213 warn "$me searching for line items\n"
1216 my %section_tax_lines;
1219 foreach my $line_item ( $self->_items_pkg(%options),
1220 $self->_items_fee(%options) ) {
1222 # When bill is sectioned by location, fees may be displayed within the
1223 # appropriate location section. Suppress this fee from the taxes/fees
1224 # end section, so it doesn't appear to be charged twice and make the
1225 # subtotals seem incorrect
1227 if $line_item->{locationnum}
1228 && ref $options{section}
1229 && !exists $options{section}->{locationnum}
1230 && $self->has_sections
1231 && $conf->config($tc.'sections_method') eq 'location';
1233 warn "$me adding line item ".
1234 join(', ', map "$_=>".$line_item->{$_}, keys %$line_item). "\n"
1237 push @buf, ( [ $line_item->{'description'},
1238 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1240 map { [ " ". $_, '' ] } @{$line_item->{'ext_description'}},
1243 $line_item->{'ref'} = $line_item->{'pkgnum'};
1244 $line_item->{'product_code'} = $line_item->{'pkgpart'} || 'N/A'; # mt()?
1245 $line_item->{'section'} = $section;
1246 $line_item->{'description'} = &$escape_function($line_item->{'description'});
1247 $line_item->{'amount'} = $money_char.$line_item->{'amount'};
1249 if ( length($line_item->{'unit_amount'}) ) {
1250 $line_item->{'unit_amount'} = $money_char.$line_item->{'unit_amount'};
1252 $line_item->{'ext_description'} ||= [];
1254 if ( $options{section_with_taxes} && ref $line_item->{pkg_tax} ) {
1255 for my $line_tax ( @{$ line_item->{pkg_tax} } ) {
1257 # It is rarely possible for the same tax record to be presented here
1258 # multiple times. See cust_bill_pkg::_pkg_tax_list for more info
1259 next if $seen_tax_lines{ $line_tax->{billpkgtaxlocationnum} };
1260 $seen_tax_lines{ $line_tax->{billpkgtaxlocationnum} } = 1;
1262 $section_tax_lines{ $line_tax->{taxname} } += $line_tax->{amount};
1266 push @detail_items, $line_item;
1269 # If conf flag invoice_sections_with_taxes:
1270 # - Add @detail_items for taxes into each section
1271 # - Update section subtotal to include taxes
1272 if ( $options{section_with_taxes} && %section_tax_lines ) {
1273 for my $taxname ( keys %section_tax_lines ) {
1275 push @detail_items, {
1276 section => $section,
1277 amount => sprintf($money_char."%.2f",$section_tax_lines{$taxname}),
1278 description => &$escape_function($taxname),
1281 # Append taxes to total. If line format resembles "$5.00 to $12.00"
1282 # append to the second value.
1284 if ($section->{subtotal} =~ /to/) {
1285 my @subtotal = split /\s/, $section->{subtotal};
1286 $subtotal[2] =~ s/[^\d\.]//g;
1287 $subtotal[2] = sprintf(
1289 ( $subtotal[2] + $section_tax_lines{$taxname} )
1291 $section->{subtotal} = join ' ', @subtotal;
1293 $section->{subtotal} =~ s/[^\d\.]//g;
1294 $section->{subtotal} = sprintf(
1295 $money_char . "%.2f",
1296 ( $section->{subtotal} + $section_tax_lines{$taxname} )
1303 if ( $section->{'description'} ) {
1304 push @buf, ( ['','-----------'],
1305 [ $section->{'description'}. ' sub-total',
1306 $section->{'subtotal'} # already formatted this
1315 $invoice_data{current_less_finance} =
1316 sprintf('%.2f', $self->charged - $invoice_data{finance_amount} );
1318 # if there's anything in the Previous Charges section, prepend it to the list
1319 if ( $pr_total and $previous_section ne $default_section ) {
1320 unshift @sections, $previous_section;
1321 # but not @summary_subtotals
1324 warn "$me adding taxes\n"
1327 # create a tax section if we don't yet have one
1328 my @items_tax = $self->_items_tax;
1329 my $tax_description = 'Taxes, Surcharges, and Fees';
1331 List::Util::first { $_->{description} eq $tax_description } @sections;
1332 if (!$tax_section) {
1333 $tax_section = { 'description' => $tax_description };
1334 push @sections, $tax_section if $multisection and @items_tax > 0;
1336 $tax_section->{tax_section} = 1; # mark this section as containing taxes
1337 # if this is an existing tax section, we're merging the tax items into it.
1338 # grab the taxtotal that's already there, strip the money symbol if any
1339 my $taxtotal = $tax_section->{'subtotal'} || 0;
1340 $taxtotal =~ s/^\Q$other_money_char\E//;
1343 #my $tax_weight = _pkg_category($tax_section->{description})
1344 # ? _pkg_category($tax_section->{description})->weight
1346 #$tax_section->{'summarized'} = ''; #why? $summarypage && !$tax_weight ? 'Y' : '';
1347 #$tax_section->{'sort_weight'} = $tax_weight;
1349 my $invoice_sections_with_taxes = $conf->config_bool(
1350 'invoice_sections_with_taxes', $cust_main->agentnum
1353 foreach my $tax ( @items_tax ) {
1356 my $description = &$escape_function( $tax->{'description'} );
1357 my $amount = sprintf( '%.2f', $tax->{'amount'} );
1359 if ( $multisection ) {
1360 if ( !$invoice_sections_with_taxes ) {
1362 $taxtotal += $tax->{'amount'};
1364 push @detail_items, {
1365 ext_description => [],
1368 description => $description,
1369 amount => $money_char. $amount,
1371 section => $tax_section,
1377 $taxtotal += $tax->{'amount'};
1379 push @total_items, {
1380 'total_item' => $description,
1381 'total_amount' => $other_money_char. $amount,
1386 push @buf,[ $description,
1387 $money_char. $amount,
1394 $total->{'total_item'} = $self->mt('Sub-total');
1395 $total->{'total_amount'} =
1396 $other_money_char. sprintf('%.2f', $self->charged - $taxtotal );
1398 if ( $multisection ) {
1400 if ( $conf->config_bool('invoice_sections_with_taxes', $cust_main->agentnum) ) {
1401 # If all tax items are displayed in location/category sections,
1402 # remove the empty tax section
1403 @sections = grep{ $_ ne $tax_section } @sections
1404 unless grep{ $_->{section} eq $tax_section } @detail_items;
1407 if ( $taxtotal > 0 ) {
1408 # there are taxes, so prepare the section to be displayed.
1409 # $taxtotal already includes any line items that were already in the
1410 # section (fees, taxes that are charged as packages for some reason).
1411 # also set 'summarized' to false so that this isn't a summary-only
1413 $tax_section->{'subtotal'} = $other_money_char.
1414 sprintf('%.2f', $taxtotal);
1415 $tax_section->{'pretotal'} = 'New charges sub-total '.
1416 $total->{'total_amount'};
1417 $tax_section->{'description'} = $self->mt($tax_description);
1418 $tax_section->{'summarized'} = '';
1420 # append tax section unless it's already there
1421 push @sections, $tax_section
1422 unless grep {$_ eq $tax_section} @sections;
1424 push @summary_subtotals, $tax_section
1425 unless grep {$_ eq $tax_section} @summary_subtotals;
1430 unshift @total_items, $total;
1433 $invoice_data{'taxtotal'} = sprintf('%.2f', $taxtotal);
1439 my %embolden_functions = (
1440 'latex' => sub { return '\textbf{'. shift(). '}' },
1441 'html' => sub { return '<b>'. shift(). '</b>' },
1442 'template' => sub { shift },
1444 my $embolden_function = $embolden_functions{$format};
1446 if ( $multisection ) {
1448 if ( $adjust_section->{'sort_weight'} ) {
1449 $adjust_section->{'posttotal'} = $self->mt('Balance Forward').' '.
1450 $other_money_char. sprintf("%.2f", ($self->billing_balance || 0) );
1452 $adjust_section->{'pretotal'} = $self->mt('New charges total').' '.
1453 $other_money_char. sprintf('%.2f', $self->charged );
1458 if ( $self->can('_items_total') ) { # should always be true now
1460 # even for multisection, need plain text version
1462 my @new_total_items = $self->_items_total;
1464 push @buf,['','-----------'];
1466 foreach ( @new_total_items ) {
1467 my ($item, $amount) = ($_->{'total_item'}, $_->{'total_amount'});
1468 $_->{'total_item'} = &$embolden_function( $item );
1470 if ( ref($amount) ) {
1471 $_->{'total_amount'} = &$embolden_function(
1472 $other_money_char.$amount->[0]. ' to '.
1473 $other_money_char.$amount->[1]
1476 $_->{'total_amount'} = &$embolden_function( $other_money_char.$amount );
1479 # but if it's multisection, don't append to @total_items. the adjust
1480 # section has all this stuff
1481 push @total_items, $_ if !$multisection;
1482 push @buf, [ $item, $money_char.sprintf('%10.2f',$amount) ];
1485 push @buf, [ '', '' ];
1487 # if we're showing previous invoices, also show previous
1488 # credits and payments
1489 if ( $self->enable_previous
1490 and $self->can('_items_credits')
1491 and $self->can('_items_payments') )
1495 my $credittotal = 0;
1496 foreach my $credit (
1497 $self->_items_credits( 'template' => $template, 'trim_len' => 40 )
1501 $total->{'total_item'} = &$escape_function($credit->{'description'});
1502 $credittotal += $credit->{'amount'};
1503 $total->{'total_amount'} = $minus.$other_money_char.$credit->{'amount'};
1504 if ( $multisection ) {
1505 push @detail_items, {
1506 ext_description => [],
1509 description => &$escape_function($credit->{'description'}),
1510 amount => $money_char . $credit->{'amount'},
1512 section => $adjust_section,
1515 push @total_items, $total;
1519 $invoice_data{'credittotal'} = sprintf('%.2f', $credittotal);
1522 foreach my $credit (
1523 $self->_items_credits( 'template' => $template, 'trim_len'=>32 )
1525 push @buf, [ $credit->{'description'}, $money_char.$credit->{'amount'} ];
1529 my $paymenttotal = 0;
1530 foreach my $payment (
1531 $self->_items_payments( 'template' => $template )
1534 $total->{'total_item'} = &$escape_function($payment->{'description'});
1535 $paymenttotal += $payment->{'amount'};
1536 $total->{'total_amount'} = $minus.$other_money_char.$payment->{'amount'};
1537 if ( $multisection ) {
1538 push @detail_items, {
1539 ext_description => [],
1542 description => &$escape_function($payment->{'description'}),
1543 amount => $money_char . $payment->{'amount'},
1545 section => $adjust_section,
1548 push @total_items, $total;
1550 push @buf, [ $payment->{'description'},
1551 $money_char. sprintf("%10.2f", $payment->{'amount'}),
1554 $invoice_data{'paymenttotal'} = sprintf('%.2f', $paymenttotal);
1556 if ( $multisection ) {
1557 $adjust_section->{'subtotal'} = $other_money_char.
1558 sprintf('%.2f', $credittotal + $paymenttotal);
1560 #why this? because {sort_weight} forces the adjust_section to appear
1561 #in @extra_sections instead of @sections. obviously.
1562 push @sections, $adjust_section
1563 unless $adjust_section->{sort_weight};
1564 # do not summarize; adjustments there are shown according to
1568 # create Balance Due message
1571 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1572 $total->{'total_amount'} =
1573 &$embolden_function(
1574 $other_money_char. sprintf('%.2f', #why? $summarypage
1575 # ? $self->charged +
1576 # $self->billing_balance
1581 if ( $multisection && !$adjust_section->{sort_weight} ) {
1582 $adjust_section->{'posttotal'} = $total->{'total_item'}. ' '.
1583 $total->{'total_amount'};
1585 push @total_items, $total;
1587 push @buf,['','-----------'];
1588 push @buf,[$self->balance_due_msg, $money_char.
1589 sprintf("%10.2f", $balance_due ) ];
1592 if ( $conf->exists('previous_balance-show_credit')
1593 and $cust_main->balance < 0 ) {
1594 my $credit_total = {
1595 'total_item' => &$embolden_function($self->credit_balance_msg),
1596 'total_amount' => &$embolden_function(
1597 $other_money_char. sprintf('%.2f', -$cust_main->balance)
1600 if ( $multisection ) {
1601 $adjust_section->{'posttotal'} .= $newline_token .
1602 $credit_total->{'total_item'} . ' ' . $credit_total->{'total_amount'};
1605 push @total_items, $credit_total;
1607 push @buf,['','-----------'];
1608 push @buf,[$self->credit_balance_msg, $money_char.
1609 sprintf("%10.2f", -$cust_main->balance ) ];
1613 } #end of default total adding ! can('_items_total')
1615 if ( $multisection ) {
1616 if ( $conf->exists('svc_phone_sections')
1617 && $self->can('_items_svc_phone_sections')
1621 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1622 $total->{'total_amount'} =
1623 &$embolden_function(
1624 $other_money_char. sprintf('%.2f', $balance_due)
1626 my $last_section = pop @sections;
1627 $last_section->{'posttotal'} = $total->{'total_item'}. ' '.
1628 $total->{'total_amount'};
1629 push @sections, $last_section;
1631 push @sections, @$late_sections
1635 # make a discounts-available section, even without multisection
1636 if ( $conf->exists('discount-show_available')
1637 and my @discounts_avail = $self->_items_discounts_avail ) {
1638 my $discount_section = {
1639 'description' => $self->mt('Discounts Available'),
1644 push @sections, $discount_section; # do not summarize
1645 push @detail_items, map { +{
1646 'ref' => '', #should this be something else?
1647 'section' => $discount_section,
1648 'description' => &$escape_function( $_->{description} ),
1649 'amount' => $money_char . &$escape_function( $_->{amount} ),
1650 'ext_description' => [ &$escape_function($_->{ext_description}) || () ],
1651 } } @discounts_avail;
1654 # not adding any more sections after this
1655 $invoice_data{summary_subtotals} = \@summary_subtotals;
1658 if ( $conf->exists('usage_class_summary')
1659 and $self->can('_items_usage_class_summary') ) {
1660 my @usage_subtotals = $self->_items_usage_class_summary(escape => $escape_function, 'money_char' => $other_money_char);
1661 if ( @usage_subtotals ) {
1662 unshift @sections, $usage_subtotals[0]->{section}; # do not summarize
1663 unshift @detail_items, @usage_subtotals;
1667 # invoice history "section" (not really a section)
1668 # not to be included in any subtotals, completely independent of
1670 if ( $conf->exists('previous_invoice_history') and $cust_main->isa('FS::cust_main') ) {
1673 foreach my $cust_bill ( $cust_main->cust_bill ) {
1674 # XXX hardcoded format, and currently only 'charged'; add other fields
1675 # if they become necessary
1676 my $date = $self->time2str_local('%b %Y', $cust_bill->_date);
1677 $history{$date} ||= 0;
1678 $history{$date} += $cust_bill->charged;
1679 # just so we have a numeric sort key
1680 $monthorder{$date} ||= $cust_bill->_date;
1682 my @sorted_months = sort { $monthorder{$a} <=> $monthorder{$b} }
1684 my @sorted_amounts = map { sprintf('%.2f', $history{$_}) } @sorted_months;
1685 $invoice_data{monthly_history} = [ \@sorted_months, \@sorted_amounts ];
1688 # service locations: another option for template customization
1690 foreach my $item (@detail_items) {
1691 if ( $item->{locationnum} ) {
1692 $location_info{ $item->{locationnum} } ||= {
1693 FS::cust_location->by_key( $item->{locationnum} )->location_hash
1697 $invoice_data{location_info} = \%location_info;
1699 # debugging hook: call this with 'diag' => 1 to just get a hash of
1700 # the invoice variables
1701 return \%invoice_data if ( $params{'diag'} );
1703 # All sections and items are built; now fill in templates.
1704 my @includelist = ();
1705 push @includelist, 'summary' if $summarypage;
1706 foreach my $include ( @includelist ) {
1708 my $inc_file = $conf->key_orbase("invoice_${format}$include", $template);
1711 if ( length( $conf->config($inc_file, $agentnum) ) ) {
1713 @inc_src = $conf->config($inc_file, $agentnum);
1717 $inc_file = $conf->key_orbase("invoice_latex$include", $template);
1719 my $convert_map = $convert_maps{$format}{$include};
1721 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
1722 s/--\@\]/$delimiters{$format}[1]/g;
1725 &$convert_map( $conf->config($inc_file, $agentnum) );
1729 my $inc_tt = new Text::Template (
1731 SOURCE => [ map "$_\n", @inc_src ],
1732 DELIMITERS => $delimiters{$format},
1733 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
1735 unless ( $inc_tt->compile() ) {
1736 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
1737 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
1741 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
1743 $invoice_data{$include} =~ s/\n+$//
1744 if ($format eq 'latex');
1749 foreach ( grep /invoice_lines\(\d*\)/, @invoice_template ) { #kludgy
1750 /invoice_lines\((\d*)\)/;
1751 $invoice_lines += $1 || scalar(@buf);
1754 die "no invoice_lines() functions in template?"
1755 if ( $format eq 'template' && !$wasfunc );
1757 if ( $invoice_lines ) {
1758 $invoice_data{'total_pages'} = int( scalar(@buf) / $invoice_lines );
1759 $invoice_data{'total_pages'}++
1760 if scalar(@buf) % $invoice_lines;
1763 #setup subroutine for the template
1764 $invoice_data{invoice_lines} = sub {
1765 my $lines = shift || scalar(@buf);
1774 if ($format eq 'template') {
1779 push @collect, split("\n",
1780 $text_template->fill_in( HASH => \%invoice_data )
1782 $invoice_data{'page'}++;
1784 map "$_\n", @collect;
1786 } else { # this is where we actually create the invoice
1788 if ( $params{no_addresses} ) {
1789 delete $invoice_data{$_} foreach qw(
1790 payname company address1 address2 city state zip country
1792 $invoice_data{returnaddress} = '~';
1795 warn "filling in template for invoice ". $self->invnum. "\n"
1797 warn join("\n", map " $_ => ". $invoice_data{$_}, keys %invoice_data). "\n"
1800 $text_template->fill_in(HASH => \%invoice_data);
1804 sub notice_name { '('.shift->table.')'; }
1806 # this is not supposed to happen
1807 sub template_conf { warn "bare FS::Template_Mixin::template_conf";
1811 =item print_ps HASHREF | [ TIME [ , TEMPLATE ] ]
1813 Returns an postscript invoice, as a scalar.
1815 Options can be passed as a hashref (recommended) or as a list of time, template
1816 and then any key/value pairs for any other options.
1818 I<time> an optional value used to control the printing of overdue messages. The
1819 default is now. It isn't the date of the invoice; that's the `_date' field.
1820 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1821 L<Time::Local> and L<Date::Parse> for conversion functions.
1823 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1830 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1831 my $ps = generate_ps($file);
1833 unlink($barcodefile) if $barcodefile;
1838 =item print_pdf HASHREF | [ TIME [ , TEMPLATE ] ]
1840 Returns an PDF invoice, as a scalar.
1842 Options can be passed as a hashref (recommended) or as a list of time, template
1843 and then any key/value pairs for any other options.
1845 I<time> an optional value used to control the printing of overdue messages. The
1846 default is now. It isn't the date of the invoice; that's the `_date' field.
1847 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1848 L<Time::Local> and L<Date::Parse> for conversion functions.
1850 I<template>, if specified, is the name of a suffix for alternate invoices.
1852 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1859 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1860 my $pdf = generate_pdf($file);
1862 unlink($barcodefile) if $barcodefile;
1867 =item print_html HASHREF | [ TIME [ , TEMPLATE [ , CID ] ] ]
1869 Returns an HTML invoice, as a scalar.
1871 I<time> an optional value used to control the printing of overdue messages. The
1872 default is now. It isn't the date of the invoice; that's the `_date' field.
1873 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1874 L<Time::Local> and L<Date::Parse> for conversion functions.
1876 I<template>, if specified, is the name of a suffix for alternate invoices.
1878 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1880 I<cid> is a MIME Content-ID used to create a "cid:" URL for the logo image, used
1881 when emailing the invoice as part of a multipart/related MIME email.
1889 %params = %{ shift() };
1893 $params{'format'} = 'html';
1895 $self->print_generic( %params );
1898 # quick subroutine for print_latex
1900 # There are ten characters that LaTeX treats as special characters, which
1901 # means that they do not simply typeset themselves:
1902 # # $ % & ~ _ ^ \ { }
1904 # TeX ignores blanks following an escaped character; if you want a blank (as
1905 # in "10% of ..."), you have to "escape" the blank as well ("10\%\ of ...").
1909 $value =~ s/([#\$%&~_\^{}])( )?/"\\$1". ( ( defined($2) && length($2) ) ? "\\$2" : '' )/ge;
1910 $value =~ s/([<>])/\$$1\$/g;
1916 encode_entities($value);
1920 sub _html_escape_nbsp {
1921 my $value = _html_escape(shift);
1922 $value =~ s/ +/ /g;
1926 #utility methods for print_*
1928 sub _translate_old_latex_format {
1929 warn "_translate_old_latex_format called\n"
1936 if ( $line =~ /^%%Detail\s*$/ ) {
1938 push @template, q![@--!,
1939 q! foreach my $_tr_line (@detail_items) {!,
1940 q! if ( scalar ($_tr_item->{'ext_description'} ) ) {!,
1941 q! $_tr_line->{'description'} .= !,
1942 q! "\\tabularnewline\n~~".!,
1943 q! join( "\\tabularnewline\n~~",!,
1944 q! @{$_tr_line->{'ext_description'}}!,
1948 while ( ( my $line_item_line = shift )
1949 !~ /^%%EndDetail\s*$/ ) {
1950 $line_item_line =~ s/'/\\'/g; # nice LTS
1951 $line_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1952 $line_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1953 push @template, " \$OUT .= '$line_item_line';";
1956 push @template, '}',
1959 } elsif ( $line =~ /^%%TotalDetails\s*$/ ) {
1961 push @template, '[@--',
1962 ' foreach my $_tr_line (@total_items) {';
1964 while ( ( my $total_item_line = shift )
1965 !~ /^%%EndTotalDetails\s*$/ ) {
1966 $total_item_line =~ s/'/\\'/g; # nice LTS
1967 $total_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1968 $total_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1969 push @template, " \$OUT .= '$total_item_line';";
1972 push @template, '}',
1976 $line =~ s/\$(\w+)/[\@-- \$$1 --\@]/g;
1977 push @template, $line;
1983 warn "$_\n" foreach @template;
1995 my $conf = $self->conf;
1997 #check for an invoice-specific override
1998 return $self->invoice_terms if $self->invoice_terms;
2000 #check for a customer- specific override
2001 my $cust_main = $self->cust_main;
2002 return $cust_main->invoice_terms if $cust_main && $cust_main->invoice_terms;
2006 $agentnum = $cust_main->agentnum;
2007 } elsif ( my $prospect_main = $self->prospect_main ) {
2008 $agentnum = $prospect_main->agentnum;
2011 #use configured default
2012 $conf->config('invoice_default_terms', $agentnum) || '';
2022 if ( $self->terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2023 $duedate = $self->_date() + ( $1 * 86400 );
2024 } elsif ( $self->terms =~ /^End of Month$/ ) {
2025 my ($mon,$year) = (localtime($self->_date) )[4,5];
2027 until ( $mon < 12 ) { $mon -= 12; $year++; }
2028 my $nextmonth_first = timelocal(0,0,0,1,$mon,$year);
2029 $duedate = $nextmonth_first - 86400;
2040 $self->due_date ? $self->time2str_local(shift, $self->due_date) : '';
2043 =item invoice_pay_by_msg
2045 displays the invoice_pay_by_msg or default Please pay by [_1] if empty.
2049 sub invoice_pay_by_msg {
2053 $self->conf->config('invoice_pay_by_msg', $self->agentnum)
2054 || 'Please pay by [_1]';
2055 $msg .= ' - ' . $self->mt($please_pay_by, $self->due_date2str('short')) . ' ';
2060 =item balance_due_msg
2064 sub balance_due_msg {
2066 my $msg = $self->mt('Balance Due');
2067 return $msg unless $self->terms; # huh?
2068 if ( !$self->conf->exists('invoice_show_prior_due_date')
2069 || $self->has_sections ) {
2070 # if enabled, the due date is shown with Total New Charges (see
2071 # _items_total) and not here
2072 # (yes, or if invoice_sections is enabled; this is just for compatibility)
2073 if ( $self->due_date ) {
2074 $msg .= $self->invoice_pay_by_msg
2075 unless $self->conf->config_bool('invoice_omit_due_date',$self->agentnum);
2076 } elsif ( $self->terms ) {
2077 $msg .= ' - '. $self->mt($self->terms);
2083 =item balance_due_date
2087 sub balance_due_date {
2089 my $conf = $self->conf;
2091 my $terms = $self->terms;
2092 if ( $terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2093 $duedate = $self->time2str_local('rdate', $self->_date + ($1*86400) );
2098 sub credit_balance_msg {
2100 $self->mt('Credit Balance Remaining')
2105 Returns a string with the date, for example: "3/20/2008", localized for the
2106 customer. Use _date_pretty_unlocalized for non-end-customer display use.
2112 $self->time2str_local('short', $self->_date);
2115 =item _date_pretty_unlocalized
2117 Returns a string with the date, for example: "3/20/2008", in the format
2118 configured for the back-office. Use _date_pretty for end-customer display use.
2122 sub _date_pretty_unlocalized {
2124 time2str($date_format, $self->_date);
2129 Emails this template.
2131 Options are passed as a hashref. Available options:
2137 If specified, overrides the default From: address.
2141 If specified, overrides the name of the sent document ("Invoice" or "Quotation")
2145 (Deprecated) If specified, is the name of a suffix for alternate template files.
2149 Options accepted by generate_email can also be used.
2155 my $opt = shift || {};
2156 if ($opt and !ref($opt)) {
2157 die ref($self). '->email called with positional parameters';
2160 return if $self->hide;
2162 my $error = send_email(
2163 $self->generate_email(
2164 'subject' => $self->email_subject($opt->{template}),
2165 %$opt, # template, etc.
2169 die "can't email: $error\n" if $error;
2172 =item generate_email OPTION => VALUE ...
2180 sender address, required
2184 alternate template name, optional
2188 email subject, optional
2192 notice name instead of "Invoice", optional
2196 Returns an argument list to be passed to L<FS::Misc::send_email>.
2203 sub generate_email {
2207 my $conf = $self->conf;
2209 my $me = '[FS::Template_Mixin::generate_email]';
2212 'from' => $args{'from'},
2213 'subject' => ($args{'subject'} || $self->email_subject),
2214 'custnum' => $self->custnum,
2215 'msgtype' => 'invoice',
2218 $args{'unsquelch_cdr'} = $conf->exists('voip-cdr_email');
2220 my $cust_main = $self->cust_main;
2222 if (ref($args{'to'}) eq 'ARRAY') {
2223 $return{'to'} = $args{'to'};
2224 } elsif ( $cust_main ) {
2225 $return{'to'} = [ $cust_main->invoicing_list_emailonly ];
2228 my $tc = $self->template_conf;
2230 my @text; # array of lines
2231 my $html; # a big string
2232 my @related_parts; # will contain the text/HTML alternative, and images
2233 my $related; # will contain the multipart/related object
2235 if ( $conf->exists($tc. 'email_pdf') ) {
2236 if ( my $msgnum = $conf->config($tc.'email_pdf_msgnum') ) {
2238 warn "$me using '${tc}email_pdf_msgnum' in multipart message"
2241 my $msg_template = FS::msg_template->by_key($msgnum)
2242 or die "${tc}email_pdf_msgnum $msgnum not found\n";
2243 my $cust_msg = $msg_template->prepare(
2244 cust_main => $self->cust_main,
2246 msgtype => 'invoice',
2249 # XXX hack to make this work in the new cust_msg era; consider replacing
2250 # with cust_bill_send_with_notice events.
2251 my @parts = $cust_msg->parts;
2252 foreach my $part (@parts) { # will only have two parts, normally
2253 if ( $part->mime_type eq 'text/plain' ) {
2254 @text = @{ $part->body };
2255 } elsif ( $part->mime_type eq 'text/html' ) {
2256 $html = $part->bodyhandle->as_string;
2260 } elsif ( my @note = $conf->config($tc.'email_pdf_note') ) {
2262 warn "$me using '${tc}email_pdf_note' in multipart message"
2264 @text = $conf->config($tc.'email_pdf_note');
2265 $html = join('<BR>', @text);
2267 } # else use the plain text invoice
2272 if ( $conf->exists($tc.'template') ) {
2274 warn "$me generating plain text invoice"
2277 @text = $self->print_text(\%args);
2281 warn "$me no plain text version exists; sending empty message body"
2288 my $text_part = build MIME::Entity (
2289 'Type' => 'text/plain',
2290 'Encoding' => 'quoted-printable',
2291 'Charset' => 'UTF-8',
2292 #'Encoding' => '7bit',
2295 { Encode::encode('UTF-8', $_, Encode::FB_WARN | Encode::LEAVE_SRC ) }
2298 'Disposition' => 'inline',
2303 if ( $conf->exists($tc.'html') ) {
2304 warn "$me generating HTML invoice"
2307 $args{'from'} =~ /\@([\w\.\-]+)/;
2308 my $from = $1 || 'example.com';
2309 my $content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2312 my $agentnum = $cust_main ? $cust_main->agentnum
2313 : $self->prospect_main->agentnum;
2314 if ( defined($args{'template'}) && length($args{'template'})
2315 && $conf->exists( 'logo_'. $args{'template'}. '.png', $agentnum )
2318 $logo = 'logo_'. $args{'template'}. '.png';
2322 my $image_data = $conf->config_binary( $logo, $agentnum);
2324 push @related_parts, build MIME::Entity
2325 'Type' => 'image/png',
2326 'Encoding' => 'base64',
2327 'Data' => $image_data,
2328 'Filename' => 'logo.png',
2329 'Content-ID' => "<$content_id>",
2332 if ( ref($self) eq 'FS::cust_bill' && $conf->exists('invoice-barcode') ) {
2333 my $barcode_content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2334 push @related_parts, build MIME::Entity
2335 'Type' => 'image/png',
2336 'Encoding' => 'base64',
2337 'Data' => $self->invoice_barcode(0),
2338 'Filename' => 'barcode.png',
2339 'Content-ID' => "<$barcode_content_id>",
2341 $args{'barcode_cid'} = $barcode_content_id;
2344 $html = $self->print_html({ 'cid'=>$content_id, %args });
2351 warn "$me creating HTML/text multipart message"
2354 $return{'nobody'} = 1;
2356 my $alternative = build MIME::Entity
2357 'Type' => 'multipart/alternative',
2358 #'Encoding' => '7bit',
2359 'Disposition' => 'inline'
2363 $alternative->add_part($text_part);
2366 $alternative->attach(
2367 'Type' => 'text/html',
2368 'Encoding' => 'quoted-printable',
2369 'Data' => [ '<html>',
2372 ' '. encode_entities($return{'subject'}),
2375 ' <body bgcolor="#e8e8e8">',
2379 Encode::FB_WARN | Encode::LEAVE_SRC
2384 'Disposition' => 'inline',
2385 #'Filename' => 'invoice.pdf',
2388 unshift @related_parts, $alternative;
2390 $related = build MIME::Entity 'Type' => 'multipart/related',
2391 'Encoding' => '7bit';
2393 #false laziness w/Misc::send_email
2394 $related->head->replace('Content-type',
2395 $related->mime_type.
2396 '; boundary="'. $related->head->multipart_boundary. '"'.
2397 '; type=multipart/alternative'
2400 $related->add_part($_) foreach @related_parts;
2404 my @otherparts = ();
2405 if ( ref($self) eq 'FS::cust_bill' && $cust_main->email_csv_cdr ) {
2407 if ( $conf->config('voip-cdr_email_attach') eq 'zip' ) {
2409 my $data = join('', map "$_\n",
2410 $self->call_details(prepend_billed_number=>1)
2413 my $zip = new Archive::Zip;
2414 my $file = $zip->addString( $data, 'usage-'.$self->invnum.'.csv' );
2415 $file->desiredCompressionMethod( COMPRESSION_DEFLATED );
2418 my $SH = IO::Scalar->new(\$zipdata);
2419 my $status = $zip->writeToFileHandle($SH);
2420 die "Error zipping CDR attachment: $!" unless $status == AZ_OK;
2422 push @otherparts, build MIME::Entity
2423 'Type' => 'application/zip',
2424 'Encoding' => 'base64',
2426 'Disposition' => 'attachment',
2427 'Filename' => 'usage-'. $self->invnum. '.zip',
2430 } else { # } elsif ( $conf->config('voip-cdr_email_attach') eq 'csv' ) {
2432 push @otherparts, build MIME::Entity
2433 'Type' => 'text/csv',
2434 'Encoding' => '7bit',
2435 'Data' => [ map { "$_\n" }
2436 $self->call_details('prepend_billed_number' => 1)
2438 'Disposition' => 'attachment',
2439 'Filename' => 'usage-'. $self->invnum. '.csv',
2446 if ( $conf->exists($tc.'email_pdf') ) {
2451 # multipart/alternative
2457 my $pdf = build MIME::Entity $self->mimebuild_pdf(\%args);
2458 push @otherparts, $pdf;
2462 $return{'content-type'} = 'multipart/mixed'; # of the outer container
2464 $return{'mimeparts'} = [ $related, @otherparts ];
2465 $return{'type'} = 'multipart/related'; # of the first part
2467 $return{'mimeparts'} = [ $text_part, @otherparts ];
2468 $return{'type'} = 'text/plain';
2470 } elsif ( $html ) { # no PDF or CSV, strip the outer container
2471 $return{'mimeparts'} = \@related_parts;
2472 $return{'content-type'} = 'multipart/related';
2473 $return{'type'} = 'multipart/alternative';
2474 } else { # no HTML either
2475 $return{'body'} = \@text;
2476 $return{'content-type'} = 'text/plain';
2485 Returns a list suitable for passing to MIME::Entity->build(), representing
2486 this quotation or invoice as PDF attachment.
2493 'Type' => 'application/pdf',
2494 'Encoding' => 'base64',
2495 'Data' => [ $self->print_pdf(@_) ],
2496 'Disposition' => 'attachment',
2497 'Filename' => $self->pdf_filename,
2501 =item postal_mail_fsinc
2503 Sends this invoice to the Freeside Internet Services, Inc. print and mail
2509 use IO::Socket::SSL;
2511 use HTTP::Request::Common qw( POST );
2512 use Cpanel::JSON::XS;
2514 sub postal_mail_fsinc {
2515 my ( $self, %opt ) = @_;
2517 if ( $FS::Misc::DISABLE_PRINT ) {
2518 warn 'postal_mail_fsinc() disabled by $FS::Misc::DISABLE_PRINT' if $DEBUG;
2522 my $url = 'https://ws.freeside.biz/print';
2524 my $cust_main = $self->cust_main;
2525 my $agentnum = $cust_main->agentnum;
2526 my $bill_location = $cust_main->bill_location;
2528 die "Extra charges for international mailing; contact support\@freeside.biz to enable\n"
2529 if $bill_location->country ne 'US';
2531 my $conf = new FS::Conf;
2533 my @company_address = $conf->config('company_address', $agentnum);
2534 my ( $company_address1, $company_address2, $company_city, $company_state, $company_zip );
2535 if ( $company_address[2] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2536 $company_address1 = $company_address[0];
2537 $company_address2 = $company_address[1];
2539 $company_state = $2;
2541 } elsif ( $company_address[1] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2542 $company_address1 = $company_address[0];
2543 $company_address2 = '';
2545 $company_state = $2;
2548 die "Unparsable company_address; contact support\@freeside.biz\n";
2550 $company_city =~ s/,$//;
2552 my $file = $self->print_pdf(%opt, 'no_addresses' => 1);
2553 my $pages = CAM::PDF->new($file)->numPages;
2555 my $ua = LWP::UserAgent->new(
2557 verify_hostname => 0,
2558 SSL_verify_mode => IO::Socket::SSL::SSL_VERIFY_NONE,
2559 SSL_version => 'SSLv3',
2562 my $response = $ua->request( POST $url, [
2563 'support-key' => scalar($conf->config('support-key')),
2564 'file' => encode_base64($file),
2568 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
2569 'company_address1' => $company_address1,
2570 'company_address2' => $company_address2,
2571 'company_city' => $company_city,
2572 'company_state' => $company_state,
2573 'company_zip' => $company_zip,
2574 'company_country' => 'US',
2575 'company_phonenum' => scalar($conf->config('company_phonenum', $agentnum)),
2576 'company_email' => scalar($conf->config('invoice_from', $agentnum)),
2579 'name' => $cust_main->invoice_attn
2580 || $cust_main->contact_firstlast,
2581 'company' => $cust_main->company,
2582 'address1' => $bill_location->address1,
2583 'address2' => $bill_location->address2,
2584 'city' => $bill_location->city,
2585 'state' => $bill_location->state,
2586 'zip' => $bill_location->zip,
2587 'country' => $bill_location->country,
2590 die "Print connection error: ". $response->message.
2591 ' ('. $response->as_string. ")\n"
2592 unless $response->is_success;
2595 my $content = eval { decode_json($response->content) };
2596 die "Print JSON error : $@\n" if $@;
2598 die $content->{error}."\n"
2599 if $content->{error};
2601 #TODO: store this so we can query for a status later
2602 warn "Invoice printed, ID ". $content->{id}. "\n";
2608 =item _items_sections OPTIONS
2610 Generate section information for all items appearing on this invoice.
2611 This will only be called for multi-section invoices.
2613 For each line item (L<FS::cust_bill_pkg> record), this will fetch all
2614 related display records (L<FS::cust_bill_pkg_display>) and organize
2615 them into two groups ("early" and "late" according to whether they come
2616 before or after the total), then into sections. A subtotal is calculated
2619 Section descriptions are returned in sort weight order. Each consists
2620 of a hash containing:
2622 description: the package category name, escaped
2623 subtotal: the total charges in that section
2624 tax_section: a flag indicating that the section contains only tax charges
2625 summarized: same as tax_section, for some reason
2626 sort_weight: the package category's sort weight
2628 If 'condense' is set on the display record, it also contains everything
2629 returned from C<_condense_section()>, i.e. C<_condensed_foo_generator>
2630 coderefs to generate parts of the invoice. This is not advised.
2632 The method returns two arrayrefs, one of "early" sections and one of "late"
2635 OPTIONS may include:
2637 by_location: a flag to divide the invoice into sections by location.
2638 Each section hash will have a 'location' element containing a hashref of
2639 the location fields (see L<FS::cust_location>). The section description
2640 will be the location label, but the template can use any of the location
2641 fields to create a suitable label.
2643 by_category: a flag to divide the invoice into sections using display
2644 records (see L<FS::cust_bill_pkg_display>). This is the "traditional"
2645 behavior. Each section hash will have a 'category' element containing
2646 the section name from the display record (which probably equals the
2647 category name of the package, but may not in some cases).
2649 summary: a flag indicating that this is a summary-format invoice.
2650 Turning this on has the following effects:
2651 - Ignores display items with the 'summary' flag.
2652 - Places all sections in the "early" group even if they have post_total.
2653 - Creates sections for all non-disabled package categories, even if they
2654 have no charges on this invoice, as well as a section with no name.
2656 escape: an escape function to use for section titles.
2658 extra_sections: an arrayref of additional sections to return after the
2659 sorted list. If there are any of these, section subtotals exclude
2662 format: 'latex', 'html', or 'template' (i.e. text). Not used, but
2663 passed through to C<_condense_section()>.
2667 use vars qw(%pkg_category_cache);
2668 sub _items_sections {
2672 my $escape = $opt{escape};
2673 my @extra_sections = @{ $opt{extra_sections} || [] };
2675 # $subtotal{$locationnum}{$categoryname} = amount.
2676 # if we're not using by_location, $locationnum is undef.
2677 # if we're not using by_category, you guessed it, $categoryname is undef.
2678 # if we're not using either one, we shouldn't be here in the first place...
2680 my %late_subtotal = ();
2683 # About tax items + multisection invoices:
2684 # If either invoice_*summary option is enabled, AND there is a
2685 # package category with the name of the tax, then there will be
2686 # a display record assigning the tax item to that category.
2688 # However, the taxes are always placed in the "Taxes, Surcharges,
2689 # and Fees" section regardless of that. The only effect of the
2690 # display record is to create a subtotal for the summary page.
2693 my $pkg_hash = $self->cust_pkg_hash;
2695 foreach my $cust_bill_pkg ( $self->cust_bill_pkg )
2698 my $usage = $cust_bill_pkg->usage;
2701 if ( $opt{by_location} ) {
2702 if ( $cust_bill_pkg->pkgnum ) {
2703 $locationnum = $pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum;
2708 $locationnum = undef;
2711 # as in _items_cust_pkg, if a line item has no display records,
2712 # cust_bill_pkg_display() returns a default record for it
2714 foreach my $display ($cust_bill_pkg->cust_bill_pkg_display) {
2715 next if ( $display->summary && $opt{summary} );
2717 #my $section = $display->section;
2718 #false laziness with the method, but for efficiency inside this loop
2719 my $section = $display->get('section');
2720 if ( !$section && !$cust_bill_pkg->hidden ) {
2721 $section = $cust_bill_pkg->get('categoryname'); #cust_bill->cust_bill_pkg added it (XXX quotations / quotation_section)
2724 my $type = $display->type;
2725 # Set $section = undef if we're sectioning by location and this
2726 # line item _has_ a location (i.e. isn't a fee).
2727 $section = undef if $locationnum;
2729 # set this flag if the section is not tax-only
2730 $not_tax{$locationnum}{$section} = 1
2731 if $cust_bill_pkg->pkgnum or $cust_bill_pkg->feepart;
2733 # there's actually a very important piece of logic buried in here:
2734 # incrementing $late_subtotal{$section} CREATES
2735 # $late_subtotal{$section}. keys(%late_subtotal) is later used
2736 # to define the list of late sections, and likewise keys(%subtotal).
2737 # When _items_cust_bill_pkg is called to generate line items for
2738 # real, it will be called with 'section' => $section for each
2740 if ( $display->post_total && !$opt{summary} ) {
2741 if (! $type || $type eq 'S') {
2742 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2743 if $cust_bill_pkg->setup != 0
2744 || $cust_bill_pkg->setup_show_zero;
2748 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur
2749 if $cust_bill_pkg->recur != 0
2750 || $cust_bill_pkg->recur_show_zero;
2753 if ($type && $type eq 'R') {
2754 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2755 if $cust_bill_pkg->recur != 0
2756 || $cust_bill_pkg->recur_show_zero;
2759 if ($type && $type eq 'U') {
2760 $late_subtotal{$locationnum}{$section} += $usage
2761 unless scalar(@extra_sections);
2764 } else { # it's a pre-total (normal) section
2766 # skip tax items unless they're explicitly included in a section
2767 next if $cust_bill_pkg->pkgnum == 0 and
2768 ! $cust_bill_pkg->feepart and
2771 if ( $type eq 'S' ) {
2772 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2773 if $cust_bill_pkg->setup != 0
2774 || $cust_bill_pkg->setup_show_zero;
2775 } elsif ( $type eq 'R' ) {
2776 $subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2777 if $cust_bill_pkg->recur != 0
2778 || $cust_bill_pkg->recur_show_zero;
2779 } elsif ( $type eq 'U' ) {
2780 $subtotal{$locationnum}{$section} += $usage
2781 unless scalar(@extra_sections);
2782 } elsif ( !$type ) {
2783 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2784 + $cust_bill_pkg->recur;
2793 %pkg_category_cache = ();
2795 # summary invoices need subtotals for all non-disabled package categories,
2796 # even if they're zero
2797 # but currently assume that there are no location sections, or at least
2798 # that the summary page doesn't care about them
2799 if ( $opt{summary} ) {
2800 foreach my $category (qsearch('pkg_category', {disabled => ''})) {
2801 $subtotal{''}{$category->categoryname} ||= 0;
2803 $subtotal{''}{''} ||= 0;
2807 foreach my $post_total (0,1) {
2809 my $s = $post_total ? \%late_subtotal : \%subtotal;
2810 foreach my $locationnum (keys %$s) {
2811 foreach my $sectionname (keys %{ $s->{$locationnum} }) {
2813 'subtotal' => $s->{$locationnum}{$sectionname},
2816 if ( $locationnum ) {
2817 $section->{'locationnum'} = $locationnum;
2818 my $location = FS::cust_location->by_key($locationnum);
2819 $section->{'description'} = &{ $escape }($location->location_label);
2820 # Better ideas? This will roughly group them by proximity,
2821 # which alpha sorting on any of the address fields won't.
2822 # Sorting by locationnum is meaningless.
2823 # We have to sort on _something_ or the order may change
2824 # randomly from one invoice to the next, which will confuse
2826 $section->{'sort_weight'} = sprintf('%012s',$location->zip) .
2828 $section->{'location'} = {
2829 label_prefix => &{ $escape }($location->label_prefix),
2830 map { $_ => &{ $escape }($location->get($_)) }
2834 $section->{'category'} = $sectionname;
2835 $section->{'description'} = &{ $escape }($sectionname);
2836 if ( _pkg_category($sectionname) ) {
2837 $section->{'sort_weight'} = _pkg_category($sectionname)->weight;
2838 if ( _pkg_category($sectionname)->condense ) {
2839 $section = { %$section, $self->_condense_section($opt{format}) };
2843 if ( !$post_total and !$not_tax{$locationnum}{$sectionname} ) {
2844 # then it's a tax-only section
2845 $section->{'summarized'} = 'Y';
2846 $section->{'tax_section'} = 'Y';
2848 push @these, $section;
2849 } # foreach $sectionname
2850 } #foreach $locationnum
2851 push @these, @extra_sections if $post_total == 0;
2852 # need an alpha sort for location sections, because postal codes can
2854 $sections[ $post_total ] = [ sort {
2855 $opt{'by_location'} ?
2856 ($a->{sort_weight} cmp $b->{sort_weight}) :
2857 ($a->{sort_weight} <=> $b->{sort_weight})
2859 } #foreach $post_total
2861 return @sections; # early, late
2864 #helper subs for above
2868 $self->{cust_pkg} ||= { map { $_->pkgnum => $_ } $self->cust_pkg };
2872 my $categoryname = shift;
2873 $pkg_category_cache{$categoryname} ||=
2874 qsearchs( 'pkg_category', { 'categoryname' => $categoryname } );
2877 my %condensed_format = (
2878 'label' => [ qw( Description Qty Amount ) ],
2880 sub { shift->{description} },
2881 sub { shift->{quantity} },
2882 sub { my($href, %opt) = @_;
2883 ($opt{dollar} || ''). $href->{amount};
2886 'align' => [ qw( l r r ) ],
2887 'span' => [ qw( 5 1 1 ) ], # unitprices?
2888 'width' => [ qw( 10.7cm 1.4cm 1.6cm ) ], # don't like this
2891 sub _condense_section {
2892 my ( $self, $format ) = ( shift, shift );
2894 map { my $method = "_condensed_$_"; $_ => $self->$method($format) }
2895 qw( description_generator
2898 total_line_generator
2903 sub _condensed_generator_defaults {
2904 my ( $self, $format ) = ( shift, shift );
2905 return ( \%condensed_format, ' ', ' ', ' ', sub { shift } );
2914 sub _condensed_header_generator {
2915 my ( $self, $format ) = ( shift, shift );
2917 my ( $f, $prefix, $suffix, $separator, $column ) =
2918 _condensed_generator_defaults($format);
2920 if ($format eq 'latex') {
2921 $prefix = "\\hline\n\\rule{0pt}{2.5ex}\n\\makebox[1.4cm]{}&\n";
2922 $suffix = "\\\\\n\\hline";
2925 sub { my ($d,$a,$s,$w) = @_;
2926 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2928 } elsif ( $format eq 'html' ) {
2929 $prefix = '<th></th>';
2933 sub { my ($d,$a,$s,$w) = @_;
2934 return qq!<th align="$html_align{$a}">$d</th>!;
2942 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2944 &{$column}( map { $f->{$_}->[$i] } qw(label align span width) );
2947 $prefix. join($separator, @result). $suffix;
2952 sub _condensed_description_generator {
2953 my ( $self, $format ) = ( shift, shift );
2955 my ( $f, $prefix, $suffix, $separator, $column ) =
2956 _condensed_generator_defaults($format);
2958 my $money_char = '$';
2959 if ($format eq 'latex') {
2960 $prefix = "\\hline\n\\multicolumn{1}{c}{\\rule{0pt}{2.5ex}~} &\n";
2962 $separator = " & \n";
2964 sub { my ($d,$a,$s,$w) = @_;
2965 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2967 $money_char = '\\dollar';
2968 }elsif ( $format eq 'html' ) {
2969 $prefix = '"><td align="center"></td>';
2973 sub { my ($d,$a,$s,$w) = @_;
2974 return qq!<td align="$html_align{$a}">$d</td>!;
2976 #$money_char = $conf->config('money_char') || '$';
2977 $money_char = ''; # this is madness
2985 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2987 $dollar = $money_char if $i == scalar(@{$f->{label}})-1;
2989 &{$column}( &{$f->{fields}->[$i]}($href, 'dollar' => $dollar),
2990 map { $f->{$_}->[$i] } qw(align span width)
2994 $prefix. join( $separator, @result ). $suffix;
2999 sub _condensed_total_generator {
3000 my ( $self, $format ) = ( shift, shift );
3002 my ( $f, $prefix, $suffix, $separator, $column ) =
3003 _condensed_generator_defaults($format);
3006 if ($format eq 'latex') {
3009 $separator = " & \n";
3011 sub { my ($d,$a,$s,$w) = @_;
3012 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
3014 }elsif ( $format eq 'html' ) {
3018 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
3020 sub { my ($d,$a,$s,$w) = @_;
3021 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
3030 # my $r = &{$f->{fields}->[$i]}(@args);
3031 # $r .= ' Total' unless $i;
3033 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
3035 &{$column}( &{$f->{fields}->[$i]}(@args). ($i ? '' : ' Total'),
3036 map { $f->{$_}->[$i] } qw(align span width)
3040 $prefix. join( $separator, @result ). $suffix;
3045 =item total_line_generator FORMAT
3047 Returns a coderef used for generation of invoice total line items for this
3048 usage_class. FORMAT is either html or latex
3052 # should not be used: will have issues with hash element names (description vs
3053 # total_item and amount vs total_amount -- another array of functions?
3055 sub _condensed_total_line_generator {
3056 my ( $self, $format ) = ( shift, shift );
3058 my ( $f, $prefix, $suffix, $separator, $column ) =
3059 _condensed_generator_defaults($format);
3062 if ($format eq 'latex') {
3065 $separator = " & \n";
3067 sub { my ($d,$a,$s,$w) = @_;
3068 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
3070 }elsif ( $format eq 'html' ) {
3074 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
3076 sub { my ($d,$a,$s,$w) = @_;
3077 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
3086 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
3088 &{$column}( &{$f->{fields}->[$i]}(@args),
3089 map { $f->{$_}->[$i] } qw(align span width)
3093 $prefix. join( $separator, @result ). $suffix;
3098 =item _items_pkg [ OPTIONS ]
3100 Return line item hashes for each package item on this invoice. Nearly
3103 $self->_items_cust_bill_pkg([ $self->cust_bill_pkg ])
3105 OPTIONS are passed through to _items_cust_bill_pkg, and should include
3106 'format' and 'escape_function' at minimum.
3108 To produce items for a specific invoice section, OPTIONS should include
3109 'section', a hashref containing 'category' and/or 'locationnum' keys.
3111 'section' may also contain a key named 'condensed'. If this is present
3112 and has a true value, _items_pkg will try to merge identical items into items
3113 with 'quantity' equal to the number of items (not the sum of their separate
3114 quantities, for some reason).
3120 # The order of these is important. Bundled line items will be merged into
3121 # the most recent non-hidden item, so it needs to be the one with:
3123 # - the same start date
3124 # - no pkgpart_override
3126 # So: sort by pkgnum,
3128 # then sort the base line item before any overrides
3129 # then sort hidden before non-hidden add-ons
3130 # then sort by override pkgpart (for consistency)
3131 sort { $a->pkgnum <=> $b->pkgnum or
3132 $a->sdate <=> $b->sdate or
3133 ($a->pkgpart_override ? 0 : -1) or
3134 ($b->pkgpart_override ? 0 : 1) or
3135 $b->hidden cmp $a->hidden or
3136 $a->pkgpart_override <=> $b->pkgpart_override
3138 # and of course exclude taxes and fees
3139 grep { $_->pkgnum > 0 } $self->cust_bill_pkg;
3145 my @cust_bill_pkg = grep { $_->feepart } $self->cust_bill_pkg;
3146 my $escape_function = $options{escape_function};
3148 my $locale = $self->cust_main
3149 ? $self->cust_main->locale
3150 : $self->prospect_main->locale;
3153 foreach my $cust_bill_pkg (@cust_bill_pkg) {
3154 # cache this, so we don't look it up again in every section
3155 my $part_fee = $cust_bill_pkg->get('part_fee')
3156 || $cust_bill_pkg->part_fee;
3157 $cust_bill_pkg->set('part_fee', $part_fee);
3159 #die "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n"; # might make more sense
3160 warn "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n";
3164 # If _items_fee is called while building a sectioned invoice,
3165 # - invoice_sections_method: category
3166 # Skip fee records that do not match the section category.
3167 # - invoice_sections_method: location
3168 # Skip fee records always for location sections.
3169 # The fee records will be presented in the tax/fee section instead.
3171 exists( $options{section} )
3175 exists( $options{section}{category} )
3177 $part_fee->categoryname ne $options{section}{category}
3180 exists( $options{section}{location})
3183 warn "skipping fee '".$part_fee->itemdesc.
3184 "'--not in section $options{section}{category}\n" if $DEBUG;
3189 my %base_invnums; # invnum => invoice date
3190 foreach ($cust_bill_pkg->cust_bill_pkg_fee) {
3191 if ($_->base_invnum) {
3192 my $base_bill = FS::cust_bill->by_key($_->base_invnum);
3193 my $base_date = $self->time2str_local('short', $base_bill->_date)
3195 $base_invnums{$_->base_invnum} = $base_date || '';
3198 foreach (sort keys(%base_invnums)) {
3199 next if $_ == $self->invnum;
3200 # per convention, we must escape ext_description lines
3202 &{$escape_function}(
3203 $self->mt('from invoice #[_1] on [_2]', $_, $base_invnums{$_})
3206 my $desc = $part_fee->itemdesc_locale($locale);
3207 # but not escape the base description line
3209 my @pkg_tax = $cust_bill_pkg->_pkg_tax_list
3210 if $options{section_with_taxes};
3213 { feepart => $cust_bill_pkg->feepart,
3214 billpkgnum => $cust_bill_pkg->billpkgnum,
3215 amount => sprintf('%.2f', $cust_bill_pkg->setup + $cust_bill_pkg->recur),
3216 description => $desc,
3217 pkg_tax => \@pkg_tax,
3218 ext_description => \@ext_desc
3229 warn "$me _items_pkg searching for all package line items\n"
3232 my @cust_bill_pkg = $self->_items_nontax;
3234 warn "$me _items_pkg filtering line items\n"
3236 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3238 if ($options{section} && $options{section}->{condensed}) {
3240 warn "$me _items_pkg condensing section\n"
3244 local $Storable::canonical = 1;
3245 foreach ( @items ) {
3247 delete $item->{ref};
3248 delete $item->{ext_description};
3249 my $key = freeze($item);
3250 $itemshash{$key} ||= 0;
3251 $itemshash{$key} ++; # += $item->{quantity};
3253 @items = sort { $a->{description} cmp $b->{description} }
3254 map { my $i = thaw($_);
3255 $i->{quantity} = $itemshash{$_};
3257 sprintf( "%.2f", $i->{quantity} * $i->{amount} );#unit_amount
3263 warn "$me _items_pkg returning ". scalar(@items). " items\n"
3270 return 0 unless $a->itemdesc cmp $b->itemdesc;
3271 return -1 if $b->itemdesc eq 'Tax';
3272 return 1 if $a->itemdesc eq 'Tax';
3273 return -1 if $b->itemdesc eq 'Other surcharges';
3274 return 1 if $a->itemdesc eq 'Other surcharges';
3275 $a->itemdesc cmp $b->itemdesc;
3280 my @cust_bill_pkg = sort _taxsort grep { ! $_->pkgnum and ! $_->feepart }
3281 $self->cust_bill_pkg;
3282 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3284 if ( $self->conf->exists('always_show_tax') ) {
3285 my $itemdesc = $self->conf->config('always_show_tax') || 'Tax';
3286 if (0 == grep { $_->{description} eq $itemdesc } @items) {
3288 { 'description' => $itemdesc,
3295 =item _items_cust_bill_pkg CUST_BILL_PKGS OPTIONS
3297 Takes an arrayref of L<FS::cust_bill_pkg> objects, and returns a
3298 list of hashrefs describing the line items they generate on the invoice.
3300 OPTIONS may include:
3302 format: the invoice format.
3304 escape_function: the function used to escape strings.
3306 DEPRECATED? (expensive, mostly unused?)
3307 format_function: the function used to format CDRs.
3309 section: a hashref containing 'category' and/or 'locationnum'; if this
3310 is present, only returns line items that belong to that category and/or
3311 location (whichever is defined).
3313 multisection: a flag indicating that this is a multisection invoice,
3314 which does something complicated.
3316 section_with_taxes: Look up and include applied taxes for each record
3318 Returns a list of hashrefs, each of which may contain:
3320 pkgnum, description, amount, unit_amount, quantity, pkgpart, _is_setup, and
3321 ext_description, which is an arrayref of detail lines to show below
3326 sub _items_cust_bill_pkg {
3328 my $conf = $self->conf;
3329 my $cust_bill_pkgs = shift;
3332 my $format = $opt{format} || '';
3333 my $escape_function = $opt{escape_function} || sub { shift };
3334 my $format_function = $opt{format_function} || '';
3335 my $no_usage = $opt{no_usage} || '';
3336 my $unsquelched = $opt{unsquelched} || ''; #unused
3337 my ($section, $locationnum, $category);
3338 if ( $opt{section} ) {
3339 $category = $opt{section}->{category};
3340 $locationnum = $opt{section}->{locationnum};
3342 my $summary_page = $opt{summary_page} || ''; #unused
3343 my $multisection = defined($category) || defined($locationnum);
3344 # this variable is the value of the config setting, not whether it applies
3345 # to this particular line item.
3346 my $discount_show_always = $conf->exists('discount-show-always');
3348 my $maxlength = $conf->config('cust_bill-latex_lineitem_maxlength') || 40;
3350 my $cust_main = $self->cust_main;#for per-agent cust_bill-line_item-ate_style
3352 my $agentnum = $self->agentnum;
3354 # for location labels: use default location on the invoice date
3355 my $default_locationnum;
3356 if ( $conf->exists('invoice-all_pkg_addresses') ) {
3357 $default_locationnum = 0; # treat them all as non-default
3358 } elsif ( $self->custnum ) {
3360 my @h_search = FS::h_cust_main->sql_h_search($self->_date);
3361 $h_cust_main = qsearchs({
3362 'table' => 'h_cust_main',
3363 'hashref' => { custnum => $self->custnum },
3364 'extra_sql' => $h_search[1],
3365 'addl_from' => $h_search[3],
3367 $default_locationnum = $h_cust_main->ship_locationnum;
3368 } elsif ( $self->prospectnum ) {
3369 my $cust_location = qsearchs('cust_location',
3370 { prospectnum => $self->prospectnum,
3372 $default_locationnum = $cust_location->locationnum if $cust_location;
3375 my @b = (); # accumulator for the line item hashes that we'll return
3376 my ($s, $r, $u, $d) = ( undef, undef, undef, undef );
3377 # the 'current' line item hashes for setup, recur, usage, discount
3378 foreach my $cust_bill_pkg ( @$cust_bill_pkgs )
3380 # if the current line item is waiting to go out, and the one we're about
3381 # to start is not bundled, then push out the current one and start a new
3384 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
3386 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3387 if ( $_ && !$cust_bill_pkg->hidden ) {
3388 $_->{amount} = sprintf( "%.2f", $_->{amount} );
3389 $_->{amount} =~ s/^\-0\.00$/0.00/;
3390 if (exists($_->{unit_amount})) {
3391 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3394 # we already decided to create this display line; don't reconsider it
3396 # if $_->{amount} != 0
3397 # || $discount_show_always
3398 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3399 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3405 if ( $locationnum ) {
3406 # this is a location section; skip packages that aren't at this
3408 next if $cust_bill_pkg->pkgnum == 0; # skips fees...
3409 next if $self->cust_pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum
3413 # Consider display records for this item to determine if it belongs
3414 # in this section. Note that if there are no display records, there
3415 # will be a default pseudo-record that includes all charge types
3416 # and has no section name.
3417 my @cust_bill_pkg_display = $cust_bill_pkg->can('cust_bill_pkg_display')
3418 ? $cust_bill_pkg->cust_bill_pkg_display
3419 : ( $cust_bill_pkg );
3421 warn "$me _items_cust_bill_pkg considering cust_bill_pkg ".
3422 $cust_bill_pkg->billpkgnum. ", pkgnum ". $cust_bill_pkg->pkgnum. "\n"
3425 if ( defined($category) ) {
3426 # then this is a package category section; process all display records
3427 # that belong to this section.
3428 @cust_bill_pkg_display = grep { $_->section eq $category }
3429 @cust_bill_pkg_display;
3431 # otherwise, process all display records that aren't usage summaries
3432 # (I don't think there should be usage summaries if you aren't using
3433 # category sections, but this is the historical behavior)
3434 @cust_bill_pkg_display = grep { !$_->summary }
3435 @cust_bill_pkg_display;
3438 my $classname = ''; # package class name, will fill in later
3440 foreach my $display (@cust_bill_pkg_display) {
3442 warn "$me _items_cust_bill_pkg considering cust_bill_pkg_display ".
3443 $display->billpkgdisplaynum. "\n"
3446 my $type = $display->type;
3448 my $desc = $cust_bill_pkg->desc( $cust_main ? $cust_main->locale : '' );
3449 $desc = substr($desc, 0, $maxlength). '...'
3450 if $format eq 'latex' && length($desc) > $maxlength;
3452 my %details_opt = ( 'format' => $format,
3453 'escape_function' => $escape_function,
3454 'format_function' => $format_function,
3455 'no_usage' => $opt{'no_usage'},
3458 if ( $cust_bill_pkg->pkgnum > 0 ) {
3459 # a "normal" package line item (not a quotation, not a fee, not a tax)
3461 warn "$me _items_cust_bill_pkg cust_bill_pkg is non-tax\n"
3464 my $cust_pkg = $cust_bill_pkg->cust_pkg;
3465 my $part_pkg = $cust_pkg->part_pkg;
3467 # which pkgpart to show for display purposes?
3468 my $pkgpart = $cust_bill_pkg->pkgpart_override || $cust_pkg->pkgpart;
3470 # start/end dates for invoice formats that do nonstandard
3472 my %item_dates = ();
3473 %item_dates = map { $_ => $cust_bill_pkg->$_ } ('sdate', 'edate')
3474 unless $part_pkg->option('disable_line_item_date_ranges',1);
3476 # not normally used, but pass this to the template anyway
3477 $classname = $part_pkg->classname;
3479 my @pkg_tax = $cust_bill_pkg->_pkg_tax_list
3480 if $self->conf->exists('invoice_sections_with_taxes');
3482 if ( (!$type || $type eq 'S')
3483 && ( $cust_bill_pkg->setup != 0
3484 || $cust_bill_pkg->setup_show_zero
3485 || ($discount_show_always and $cust_bill_pkg->unitsetup > 0)
3490 warn "$me _items_cust_bill_pkg adding setup\n"
3493 # append the word 'Setup' to the setup line if there's going to be
3494 # a recur line for the same package (i.e. not a one-time charge)
3496 my $description = $desc;
3497 $description .= ' Setup'
3498 if $cust_bill_pkg->recur != 0
3499 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3500 || $cust_bill_pkg->recur_show_zero;
3502 my $disable_date_ranges =
3503 $opt{disable_line_item_date_ranges}
3504 || $part_pkg->option('disable_line_item_date_ranges', 1);
3506 $description .= $cust_bill_pkg->time_period_pretty(
3509 disable_date_ranges => $disable_date_ranges,
3511 if $part_pkg->is_prepaid #for prepaid, "display the validity period
3512 # triggered by the recurring charge freq
3514 && $cust_bill_pkg->recur == 0
3515 && ! $cust_bill_pkg->recur_show_zero;
3520 # always pass the svc_label through to the template, even if
3521 # not displaying it as an ext_description
3522 my @svc_labels = map &{$escape_function}($_),
3523 $cust_pkg->h_labels_short($self->_date,
3526 $self->conf->{locale},
3528 $svc_label = $svc_labels[0];
3530 unless ( $cust_pkg->part_pkg->hide_svc_detail
3531 || $cust_bill_pkg->hidden )
3534 push @d, @svc_labels
3535 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3536 # show the location label if it's not the customer's default
3537 # location, and we're not grouping items by location already
3538 if ( $cust_pkg->locationnum != $default_locationnum
3539 and !defined($locationnum) ) {
3540 my $loc = $cust_pkg->location_label;
3541 $loc = substr($loc, 0, $maxlength). '...'
3542 if $format eq 'latex' && length($loc) > $maxlength;
3543 push @d, &{$escape_function}($loc);
3546 } #unless hiding service details
3548 push @d, $cust_bill_pkg->details(%details_opt)
3549 if $cust_bill_pkg->recur == 0;
3551 if ( $cust_bill_pkg->hidden ) {
3552 $s->{amount} += $cust_bill_pkg->setup;
3553 $s->{unit_amount} += $cust_bill_pkg->unitsetup;
3554 push @{ $s->{ext_description} }, @d;
3557 billpkgnum => $cust_bill_pkg->billpkgnum,
3559 description => $description,
3560 pkgpart => $pkgpart,
3561 pkgnum => $cust_bill_pkg->pkgnum,
3562 amount => $cust_bill_pkg->setup,
3563 setup_show_zero => $cust_bill_pkg->setup_show_zero,
3564 unit_amount => $cust_bill_pkg->unitsetup,
3565 quantity => $cust_bill_pkg->quantity,
3566 ext_description => \@d,
3567 svc_label => ($svc_label || ''),
3568 locationnum => $cust_pkg->locationnum, # sure, why not?
3569 pkg_tax => \@pkg_tax,
3575 # should we show a recur line?
3576 # if type eq 'S', then NO, because we've been told not to.
3577 # otherwise, show the recur line if:
3578 # - there's a recurring charge
3579 # - or recur_show_zero is on
3580 # - or there's a positive unitrecur (so it's been discounted to zero)
3581 # and discount-show-always is on
3582 if ( ( !$type || $type eq 'R' || $type eq 'U' )
3584 $cust_bill_pkg->recur != 0
3586 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3587 || $cust_bill_pkg->recur_show_zero
3592 warn "$me _items_cust_bill_pkg adding recur/usage\n"
3595 my $is_summary = $display->summary;
3596 my $description = $desc;
3597 if ( $type eq 'U' and defined($r) ) {
3598 # don't just show the same description as the recur line
3599 $description = $self->mt('Usage charges');
3602 my $disable_date_ranges =
3603 $opt{disable_line_item_date_ranges}
3604 || $part_pkg->option('disable_line_item_date_ranges', 1);
3606 $description .= $cust_bill_pkg->time_period_pretty(
3609 disable_date_ranges => $disable_date_ranges,
3613 my @seconds = (); # for display of usage info
3616 #at least until cust_bill_pkg has "past" ranges in addition to
3617 #the "future" sdate/edate ones... see #3032
3618 my @dates = ( $self->_date );
3619 my $prev = $cust_bill_pkg->previous_cust_bill_pkg;
3620 push @dates, $prev->sdate if $prev;
3621 push @dates, undef if !$prev;
3623 my @svc_labels = map &{$escape_function}($_),
3624 $cust_pkg->h_labels_short(@dates,
3626 $self->conf->{locale});
3627 $svc_label = $svc_labels[0];
3629 # show service labels, unless...
3630 # the package is set not to display them
3631 unless ( $part_pkg->hide_svc_detail
3632 # or this is a tax-like line item
3633 || $cust_bill_pkg->itemdesc
3634 # or this is a hidden (bundled) line item
3635 || $cust_bill_pkg->hidden
3636 # or this is a usage summary line
3637 || $is_summary && $type && $type eq 'U'
3638 # or this is a usage line and there's a recurring line
3639 # for the package in the same section (which will
3640 # have service labels already)
3641 || ($type eq 'U' and defined($r))
3645 warn "$me _items_cust_bill_pkg adding service details\n"
3648 push @d, @svc_labels
3649 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3650 warn "$me _items_cust_bill_pkg done adding service details\n"
3653 # show the location label if it's not the customer's default
3654 # location, and we're not grouping items by location already
3655 if ( $cust_pkg->locationnum != $default_locationnum
3656 and !defined($locationnum) ) {
3657 my $loc = $cust_pkg->location_label;
3658 $loc = substr($loc, 0, $maxlength). '...'
3659 if $format eq 'latex' && length($loc) > $maxlength;
3660 push @d, &{$escape_function}($loc);
3663 # Display of seconds_since_sqlradacct:
3664 # On the invoice, when processing @detail_items, look for a field
3665 # named 'seconds'. This will contain total seconds for each
3666 # service, in the same order as @ext_description. For services
3667 # that don't support this it will show undef.
3668 if ( $conf->exists('svc_acct-usage_seconds')
3669 and ! $cust_bill_pkg->pkgpart_override ) {
3670 foreach my $cust_svc (
3671 $cust_pkg->h_cust_svc(@dates, 'I')
3674 # eval because not having any part_export_usage exports
3675 # is a fatal error, last_bill/_date because that's how
3676 # sqlradius_hour billing does it
3678 $cust_svc->seconds_since_sqlradacct($dates[1] || 0, $dates[0]);
3680 push @seconds, $sec;
3682 } #if svc_acct-usage_seconds
3684 } # if we are showing service labels
3686 unless ( $is_summary ) {
3687 warn "$me _items_cust_bill_pkg adding details\n"
3690 #instead of omitting details entirely in this case (unwanted side
3691 # effects), just omit CDRs
3692 $details_opt{'no_usage'} = 1
3693 if $type && $type eq 'R';
3695 push @d, $cust_bill_pkg->details(%details_opt);
3698 warn "$me _items_cust_bill_pkg calculating amount\n"
3703 $amount = $cust_bill_pkg->recur;
3704 } elsif ($type eq 'R') {
3705 $amount = $cust_bill_pkg->recur - $cust_bill_pkg->usage;
3706 } elsif ($type eq 'U') {
3707 $amount = $cust_bill_pkg->usage;
3710 if ( !$type || $type eq 'R' ) {
3712 warn "$me _items_cust_bill_pkg adding recur\n"
3716 ( $cust_bill_pkg->unitrecur > 0 ) ? $cust_bill_pkg->unitrecur
3719 if ( $cust_bill_pkg->hidden ) {
3720 $r->{amount} += $amount;
3721 $r->{unit_amount} += $unit_amount;
3722 push @{ $r->{ext_description} }, @d;
3725 billpkgnum => $cust_bill_pkg->billpkgnum,
3726 description => $description,
3727 pkgpart => $pkgpart,
3728 pkgnum => $cust_bill_pkg->pkgnum,
3730 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3731 unit_amount => $unit_amount,
3732 quantity => $cust_bill_pkg->quantity,
3734 ext_description => \@d,
3735 svc_label => ($svc_label || ''),
3736 locationnum => $cust_pkg->locationnum,
3737 pkg_tax => \@pkg_tax,
3739 $r->{'seconds'} = \@seconds if grep {defined $_} @seconds;
3742 } else { # $type eq 'U'
3744 warn "$me _items_cust_bill_pkg adding usage\n"
3747 if ( $cust_bill_pkg->hidden and defined($u) ) {
3748 # if this is a hidden package and there's already a usage
3749 # line for the bundle, add this package's total amount and
3750 # usage details to it
3751 $u->{amount} += $amount;
3752 push @{ $u->{ext_description} }, @d;
3753 } elsif ( $amount ) {
3754 # create a new usage line
3756 billpkgnum => $cust_bill_pkg->billpkgnum,
3757 description => $description,
3758 pkgpart => $pkgpart,
3759 pkgnum => $cust_bill_pkg->pkgnum,
3762 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3764 ext_description => \@d,
3765 locationnum => $cust_pkg->locationnum,
3766 pkg_tax => \@pkg_tax,
3768 } # else this has no usage, so don't create a usage section
3771 } # recurring or usage with recurring charge
3773 } else { # taxes and fees
3775 warn "$me _items_cust_bill_pkg cust_bill_pkg is tax\n"
3778 # items of this kind should normally not have sdate/edate.
3780 'description' => $desc,
3781 'amount' => sprintf('%.2f', $cust_bill_pkg->setup
3782 + $cust_bill_pkg->recur)
3785 } # if package line item / other line item
3787 # decide whether to show active discounts here
3789 # case 1: we are showing a single line for the package
3791 # case 2: we are showing a setup line for a package that has
3792 # no base recurring fee
3793 or ( $type eq 'S' and $cust_bill_pkg->unitrecur == 0 )
3794 # case 3: we are showing a recur line for a package that has
3795 # a base recurring fee
3796 or ( $type eq 'R' and $cust_bill_pkg->unitrecur > 0 )
3799 my $item_discount = $cust_bill_pkg->_item_discount;
3800 if ( $item_discount ) {
3801 # $item_discount->{amount} is negative
3803 if ( $d and $cust_bill_pkg->hidden ) {
3804 $d->{setup_amount} += $item_discount->{setup_amount};
3805 $d->{recur_amount} += $item_discount->{recur_amount};
3807 $d = $item_discount;
3808 $_ = &{$escape_function}($_) foreach @{ $d->{ext_description} };
3811 # update the active line (before the discount) to show the
3812 # original price (whether this is a hidden line or not)
3814 $s->{amount} -= $item_discount->{setup_amount} if $s;
3815 $r->{amount} -= $item_discount->{recur_amount} if $r;
3817 } # if there are any discounts
3818 } # if this is an appropriate place to show discounts
3820 } # foreach $display
3824 # discount amount is internally split up
3826 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
3829 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3831 $_->{amount} = sprintf( "%.2f", $_->{amount} ),
3832 if exists($_->{amount});
3833 $_->{amount} =~ s/^\-0\.00$/0.00/;
3834 if (exists($_->{unit_amount})) {
3835 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3839 #if $_->{amount} != 0
3840 # || $discount_show_always
3841 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3842 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3846 warn "$me _items_cust_bill_pkg done considering cust_bill_pkgs\n"
3853 =item _items_discounts_avail
3855 Returns an array of line item hashrefs representing available term discounts
3856 for this invoice. This makes the same assumptions that apply to term
3857 discounts in general: that the package is billed monthly, at a flat rate,
3858 with no usage charges. A prorated first month will be handled, as will
3859 a setup fee if the discount is allowed to apply to setup fees.
3863 sub _items_discounts_avail {
3866 #maybe move this method from cust_bill when quotations support discount_plans
3867 return () unless $self->can('discount_plans');
3868 my %plans = $self->discount_plans;
3870 my $list_pkgnums = 0; # if any packages are not eligible for all discounts
3871 $list_pkgnums = grep { $_->list_pkgnums } values %plans;
3875 my $plan = $plans{$months};
3877 my $term_total = sprintf('%.2f', $plan->discounted_total);
3878 my $percent = sprintf('%.0f',
3879 100 * (1 - $term_total / $plan->base_total) );
3880 my $permonth = sprintf('%.2f', $term_total / $months);
3881 my $detail = $self->mt('discount on item'). ' '.
3882 join(', ', map { "#$_" } $plan->pkgnums)
3885 # discounts for non-integer months don't work anyway
3886 $months = sprintf("%d", $months);
3889 description => $self->mt('Save [_1]% by paying for [_2] months',
3891 amount => $self->mt('[_1] ([_2] per month)',
3892 $term_total, $money_char.$permonth),
3893 ext_description => ($detail || ''),
3896 sort { $b <=> $a } keys %plans;
3900 =item has_sections AGENTNUM
3902 Return true if invoice_sections should be enabled for this bill.
3903 (Inherited by both cust_bill and cust_bill_void)
3906 * False if not an invoice
3907 * True always if conf invoice_sections is enabled
3908 * True always if sections_by_location is enabled
3909 * True if conf invoice_sections_multilocation > 1,
3910 and location_count >= invoice_sections_multilocation
3916 my ($self, $agentnum) = @_;
3918 return 0 unless $self->invnum > 0;
3920 $agentnum ||= $self->agentnum;
3921 return 1 if $self->conf->config_bool('invoice_sections', $agentnum);
3922 return 1 if $self->conf->exists('sections_by_location', $agentnum);
3924 my $location_min = $self->conf->config(
3925 'invoice_sections_multilocation', $agentnum,
3930 && $self->location_count >= $location_min;
3936 =item location_count
3938 Return the number of locations billed on this invoice
3942 sub location_count {
3944 return 0 unless $self->invnum;
3946 # SELECT COUNT( DISTINCT cust_pkg.locationnum )
3947 # FROM cust_bill_pkg
3948 # LEFT JOIN cust_pkg USING (pkgnum)
3949 # WHERE invnum = 278
3950 # AND cust_bill_pkg.pkgnum > 0
3952 my $result = qsearchs({
3953 select => 'COUNT(DISTINCT cust_pkg.locationnum) as location_count',
3954 table => 'cust_bill_pkg',
3955 addl_from => 'LEFT JOIN cust_pkg USING (pkgnum)',
3956 extra_sql => 'WHERE invnum = '.dbh->quote( $self->invnum )
3957 . ' AND cust_bill_pkg.pkgnum > 0'
3959 ref $result ? $result->location_count : 0;