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 = grep $_->{subtotal}, @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 foreach my $tax ( @items_tax ) {
1351 $taxtotal += $tax->{'amount'};
1353 my $description = &$escape_function( $tax->{'description'} );
1354 my $amount = sprintf( '%.2f', $tax->{'amount'} );
1356 if ( $multisection ) {
1358 push @detail_items, {
1359 ext_description => [],
1362 description => $description,
1363 amount => $money_char. $amount,
1365 section => $tax_section,
1370 push @total_items, {
1371 'total_item' => $description,
1372 'total_amount' => $other_money_char. $amount,
1377 push @buf,[ $description,
1378 $money_char. $amount,
1385 $total->{'total_item'} = $self->mt('Sub-total');
1386 $total->{'total_amount'} =
1387 $other_money_char. sprintf('%.2f', $self->charged - $taxtotal );
1389 if ( $multisection ) {
1390 if ( $taxtotal > 0 ) {
1391 # there are taxes, so prepare the section to be displayed.
1392 # $taxtotal already includes any line items that were already in the
1393 # section (fees, taxes that are charged as packages for some reason).
1394 # also set 'summarized' to false so that this isn't a summary-only
1396 $tax_section->{'subtotal'} = $other_money_char.
1397 sprintf('%.2f', $taxtotal);
1398 $tax_section->{'pretotal'} = 'New charges sub-total '.
1399 $total->{'total_amount'};
1400 $tax_section->{'description'} = $self->mt($tax_description);
1401 $tax_section->{'summarized'} = '';
1403 if ( $conf->config_bool('invoice_sections_with_taxes', $cust_main->agentnum) ) {
1405 # remove tax section if taxes are itemized within other sections
1406 @sections = grep{ $_ ne $tax_section } @sections;
1408 } elsif ( !grep $tax_section, @sections ) {
1410 # append it if it's not already there
1411 push @sections, $tax_section;
1412 push @summary_subtotals, $tax_section;
1419 unshift @total_items, $total;
1422 $invoice_data{'taxtotal'} = sprintf('%.2f', $taxtotal);
1428 my %embolden_functions = (
1429 'latex' => sub { return '\textbf{'. shift(). '}' },
1430 'html' => sub { return '<b>'. shift(). '</b>' },
1431 'template' => sub { shift },
1433 my $embolden_function = $embolden_functions{$format};
1435 if ( $multisection ) {
1437 if ( $adjust_section->{'sort_weight'} ) {
1438 $adjust_section->{'posttotal'} = $self->mt('Balance Forward').' '.
1439 $other_money_char. sprintf("%.2f", ($self->billing_balance || 0) );
1441 $adjust_section->{'pretotal'} = $self->mt('New charges total').' '.
1442 $other_money_char. sprintf('%.2f', $self->charged );
1447 if ( $self->can('_items_total') ) { # should always be true now
1449 # even for multisection, need plain text version
1451 my @new_total_items = $self->_items_total;
1453 push @buf,['','-----------'];
1455 foreach ( @new_total_items ) {
1456 my ($item, $amount) = ($_->{'total_item'}, $_->{'total_amount'});
1457 $_->{'total_item'} = &$embolden_function( $item );
1459 if ( ref($amount) ) {
1460 $_->{'total_amount'} = &$embolden_function(
1461 $other_money_char.$amount->[0]. ' to '.
1462 $other_money_char.$amount->[1]
1465 $_->{'total_amount'} = &$embolden_function( $other_money_char.$amount );
1468 # but if it's multisection, don't append to @total_items. the adjust
1469 # section has all this stuff
1470 push @total_items, $_ if !$multisection;
1471 push @buf, [ $item, $money_char.sprintf('%10.2f',$amount) ];
1474 push @buf, [ '', '' ];
1476 # if we're showing previous invoices, also show previous
1477 # credits and payments
1478 if ( $self->enable_previous
1479 and $self->can('_items_credits')
1480 and $self->can('_items_payments') )
1484 my $credittotal = 0;
1485 foreach my $credit (
1486 $self->_items_credits( 'template' => $template, 'trim_len' => 40 )
1490 $total->{'total_item'} = &$escape_function($credit->{'description'});
1491 $credittotal += $credit->{'amount'};
1492 $total->{'total_amount'} = $minus.$other_money_char.$credit->{'amount'};
1493 if ( $multisection ) {
1494 push @detail_items, {
1495 ext_description => [],
1498 description => &$escape_function($credit->{'description'}),
1499 amount => $money_char . $credit->{'amount'},
1501 section => $adjust_section,
1504 push @total_items, $total;
1508 $invoice_data{'credittotal'} = sprintf('%.2f', $credittotal);
1511 foreach my $credit (
1512 $self->_items_credits( 'template' => $template, 'trim_len'=>32 )
1514 push @buf, [ $credit->{'description'}, $money_char.$credit->{'amount'} ];
1518 my $paymenttotal = 0;
1519 foreach my $payment (
1520 $self->_items_payments( 'template' => $template )
1523 $total->{'total_item'} = &$escape_function($payment->{'description'});
1524 $paymenttotal += $payment->{'amount'};
1525 $total->{'total_amount'} = $minus.$other_money_char.$payment->{'amount'};
1526 if ( $multisection ) {
1527 push @detail_items, {
1528 ext_description => [],
1531 description => &$escape_function($payment->{'description'}),
1532 amount => $money_char . $payment->{'amount'},
1534 section => $adjust_section,
1537 push @total_items, $total;
1539 push @buf, [ $payment->{'description'},
1540 $money_char. sprintf("%10.2f", $payment->{'amount'}),
1543 $invoice_data{'paymenttotal'} = sprintf('%.2f', $paymenttotal);
1545 if ( $multisection ) {
1546 $adjust_section->{'subtotal'} = $other_money_char.
1547 sprintf('%.2f', $credittotal + $paymenttotal);
1549 #why this? because {sort_weight} forces the adjust_section to appear
1550 #in @extra_sections instead of @sections. obviously.
1551 push @sections, $adjust_section
1552 unless $adjust_section->{sort_weight};
1553 # do not summarize; adjustments there are shown according to
1557 # create Balance Due message
1560 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1561 $total->{'total_amount'} =
1562 &$embolden_function(
1563 $other_money_char. sprintf('%.2f', #why? $summarypage
1564 # ? $self->charged +
1565 # $self->billing_balance
1570 if ( $multisection && !$adjust_section->{sort_weight} ) {
1571 $adjust_section->{'posttotal'} = $total->{'total_item'}. ' '.
1572 $total->{'total_amount'};
1574 push @total_items, $total;
1576 push @buf,['','-----------'];
1577 push @buf,[$self->balance_due_msg, $money_char.
1578 sprintf("%10.2f", $balance_due ) ];
1581 if ( $conf->exists('previous_balance-show_credit')
1582 and $cust_main->balance < 0 ) {
1583 my $credit_total = {
1584 'total_item' => &$embolden_function($self->credit_balance_msg),
1585 'total_amount' => &$embolden_function(
1586 $other_money_char. sprintf('%.2f', -$cust_main->balance)
1589 if ( $multisection ) {
1590 $adjust_section->{'posttotal'} .= $newline_token .
1591 $credit_total->{'total_item'} . ' ' . $credit_total->{'total_amount'};
1594 push @total_items, $credit_total;
1596 push @buf,['','-----------'];
1597 push @buf,[$self->credit_balance_msg, $money_char.
1598 sprintf("%10.2f", -$cust_main->balance ) ];
1602 } #end of default total adding ! can('_items_total')
1604 if ( $multisection ) {
1605 if ( $conf->exists('svc_phone_sections')
1606 && $self->can('_items_svc_phone_sections')
1610 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1611 $total->{'total_amount'} =
1612 &$embolden_function(
1613 $other_money_char. sprintf('%.2f', $balance_due)
1615 my $last_section = pop @sections;
1616 $last_section->{'posttotal'} = $total->{'total_item'}. ' '.
1617 $total->{'total_amount'};
1618 push @sections, $last_section;
1620 push @sections, @$late_sections
1624 # make a discounts-available section, even without multisection
1625 if ( $conf->exists('discount-show_available')
1626 and my @discounts_avail = $self->_items_discounts_avail ) {
1627 my $discount_section = {
1628 'description' => $self->mt('Discounts Available'),
1633 push @sections, $discount_section; # do not summarize
1634 push @detail_items, map { +{
1635 'ref' => '', #should this be something else?
1636 'section' => $discount_section,
1637 'description' => &$escape_function( $_->{description} ),
1638 'amount' => $money_char . &$escape_function( $_->{amount} ),
1639 'ext_description' => [ &$escape_function($_->{ext_description}) || () ],
1640 } } @discounts_avail;
1643 # not adding any more sections after this
1644 $invoice_data{summary_subtotals} = \@summary_subtotals;
1647 if ( $conf->exists('usage_class_summary')
1648 and $self->can('_items_usage_class_summary') ) {
1649 my @usage_subtotals = $self->_items_usage_class_summary(escape => $escape_function, 'money_char' => $other_money_char);
1650 if ( @usage_subtotals ) {
1651 unshift @sections, $usage_subtotals[0]->{section}; # do not summarize
1652 unshift @detail_items, @usage_subtotals;
1656 # invoice history "section" (not really a section)
1657 # not to be included in any subtotals, completely independent of
1659 if ( $conf->exists('previous_invoice_history') and $cust_main->isa('FS::cust_main') ) {
1662 foreach my $cust_bill ( $cust_main->cust_bill ) {
1663 # XXX hardcoded format, and currently only 'charged'; add other fields
1664 # if they become necessary
1665 my $date = $self->time2str_local('%b %Y', $cust_bill->_date);
1666 $history{$date} ||= 0;
1667 $history{$date} += $cust_bill->charged;
1668 # just so we have a numeric sort key
1669 $monthorder{$date} ||= $cust_bill->_date;
1671 my @sorted_months = sort { $monthorder{$a} <=> $monthorder{$b} }
1673 my @sorted_amounts = map { sprintf('%.2f', $history{$_}) } @sorted_months;
1674 $invoice_data{monthly_history} = [ \@sorted_months, \@sorted_amounts ];
1677 # service locations: another option for template customization
1679 foreach my $item (@detail_items) {
1680 if ( $item->{locationnum} ) {
1681 $location_info{ $item->{locationnum} } ||= {
1682 FS::cust_location->by_key( $item->{locationnum} )->location_hash
1686 $invoice_data{location_info} = \%location_info;
1688 # debugging hook: call this with 'diag' => 1 to just get a hash of
1689 # the invoice variables
1690 return \%invoice_data if ( $params{'diag'} );
1692 # All sections and items are built; now fill in templates.
1693 my @includelist = ();
1694 push @includelist, 'summary' if $summarypage;
1695 foreach my $include ( @includelist ) {
1697 my $inc_file = $conf->key_orbase("invoice_${format}$include", $template);
1700 if ( length( $conf->config($inc_file, $agentnum) ) ) {
1702 @inc_src = $conf->config($inc_file, $agentnum);
1706 $inc_file = $conf->key_orbase("invoice_latex$include", $template);
1708 my $convert_map = $convert_maps{$format}{$include};
1710 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
1711 s/--\@\]/$delimiters{$format}[1]/g;
1714 &$convert_map( $conf->config($inc_file, $agentnum) );
1718 my $inc_tt = new Text::Template (
1720 SOURCE => [ map "$_\n", @inc_src ],
1721 DELIMITERS => $delimiters{$format},
1722 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
1724 unless ( $inc_tt->compile() ) {
1725 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
1726 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
1730 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
1732 $invoice_data{$include} =~ s/\n+$//
1733 if ($format eq 'latex');
1738 foreach ( grep /invoice_lines\(\d*\)/, @invoice_template ) { #kludgy
1739 /invoice_lines\((\d*)\)/;
1740 $invoice_lines += $1 || scalar(@buf);
1743 die "no invoice_lines() functions in template?"
1744 if ( $format eq 'template' && !$wasfunc );
1746 if ( $invoice_lines ) {
1747 $invoice_data{'total_pages'} = int( scalar(@buf) / $invoice_lines );
1748 $invoice_data{'total_pages'}++
1749 if scalar(@buf) % $invoice_lines;
1752 #setup subroutine for the template
1753 $invoice_data{invoice_lines} = sub {
1754 my $lines = shift || scalar(@buf);
1763 if ($format eq 'template') {
1768 push @collect, split("\n",
1769 $text_template->fill_in( HASH => \%invoice_data )
1771 $invoice_data{'page'}++;
1773 map "$_\n", @collect;
1775 } else { # this is where we actually create the invoice
1777 if ( $params{no_addresses} ) {
1778 delete $invoice_data{$_} foreach qw(
1779 payname company address1 address2 city state zip country
1781 $invoice_data{returnaddress} = '~';
1784 warn "filling in template for invoice ". $self->invnum. "\n"
1786 warn join("\n", map " $_ => ". $invoice_data{$_}, keys %invoice_data). "\n"
1789 $text_template->fill_in(HASH => \%invoice_data);
1793 sub notice_name { '('.shift->table.')'; }
1795 # this is not supposed to happen
1796 sub template_conf { warn "bare FS::Template_Mixin::template_conf";
1800 =item print_ps HASHREF | [ TIME [ , TEMPLATE ] ]
1802 Returns an postscript invoice, as a scalar.
1804 Options can be passed as a hashref (recommended) or as a list of time, template
1805 and then any key/value pairs for any other options.
1807 I<time> an optional value used to control the printing of overdue messages. The
1808 default is now. It isn't the date of the invoice; that's the `_date' field.
1809 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1810 L<Time::Local> and L<Date::Parse> for conversion functions.
1812 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1819 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1820 my $ps = generate_ps($file);
1822 unlink($barcodefile) if $barcodefile;
1827 =item print_pdf HASHREF | [ TIME [ , TEMPLATE ] ]
1829 Returns an PDF invoice, as a scalar.
1831 Options can be passed as a hashref (recommended) or as a list of time, template
1832 and then any key/value pairs for any other options.
1834 I<time> an optional value used to control the printing of overdue messages. The
1835 default is now. It isn't the date of the invoice; that's the `_date' field.
1836 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1837 L<Time::Local> and L<Date::Parse> for conversion functions.
1839 I<template>, if specified, is the name of a suffix for alternate invoices.
1841 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1848 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1849 my $pdf = generate_pdf($file);
1851 unlink($barcodefile) if $barcodefile;
1856 =item print_html HASHREF | [ TIME [ , TEMPLATE [ , CID ] ] ]
1858 Returns an HTML invoice, as a scalar.
1860 I<time> an optional value used to control the printing of overdue messages. The
1861 default is now. It isn't the date of the invoice; that's the `_date' field.
1862 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1863 L<Time::Local> and L<Date::Parse> for conversion functions.
1865 I<template>, if specified, is the name of a suffix for alternate invoices.
1867 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1869 I<cid> is a MIME Content-ID used to create a "cid:" URL for the logo image, used
1870 when emailing the invoice as part of a multipart/related MIME email.
1878 %params = %{ shift() };
1882 $params{'format'} = 'html';
1884 $self->print_generic( %params );
1887 # quick subroutine for print_latex
1889 # There are ten characters that LaTeX treats as special characters, which
1890 # means that they do not simply typeset themselves:
1891 # # $ % & ~ _ ^ \ { }
1893 # TeX ignores blanks following an escaped character; if you want a blank (as
1894 # in "10% of ..."), you have to "escape" the blank as well ("10\%\ of ...").
1898 $value =~ s/([#\$%&~_\^{}])( )?/"\\$1". ( ( defined($2) && length($2) ) ? "\\$2" : '' )/ge;
1899 $value =~ s/([<>])/\$$1\$/g;
1905 encode_entities($value);
1909 sub _html_escape_nbsp {
1910 my $value = _html_escape(shift);
1911 $value =~ s/ +/ /g;
1915 #utility methods for print_*
1917 sub _translate_old_latex_format {
1918 warn "_translate_old_latex_format called\n"
1925 if ( $line =~ /^%%Detail\s*$/ ) {
1927 push @template, q![@--!,
1928 q! foreach my $_tr_line (@detail_items) {!,
1929 q! if ( scalar ($_tr_item->{'ext_description'} ) ) {!,
1930 q! $_tr_line->{'description'} .= !,
1931 q! "\\tabularnewline\n~~".!,
1932 q! join( "\\tabularnewline\n~~",!,
1933 q! @{$_tr_line->{'ext_description'}}!,
1937 while ( ( my $line_item_line = shift )
1938 !~ /^%%EndDetail\s*$/ ) {
1939 $line_item_line =~ s/'/\\'/g; # nice LTS
1940 $line_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1941 $line_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1942 push @template, " \$OUT .= '$line_item_line';";
1945 push @template, '}',
1948 } elsif ( $line =~ /^%%TotalDetails\s*$/ ) {
1950 push @template, '[@--',
1951 ' foreach my $_tr_line (@total_items) {';
1953 while ( ( my $total_item_line = shift )
1954 !~ /^%%EndTotalDetails\s*$/ ) {
1955 $total_item_line =~ s/'/\\'/g; # nice LTS
1956 $total_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1957 $total_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1958 push @template, " \$OUT .= '$total_item_line';";
1961 push @template, '}',
1965 $line =~ s/\$(\w+)/[\@-- \$$1 --\@]/g;
1966 push @template, $line;
1972 warn "$_\n" foreach @template;
1984 my $conf = $self->conf;
1986 #check for an invoice-specific override
1987 return $self->invoice_terms if $self->invoice_terms;
1989 #check for a customer- specific override
1990 my $cust_main = $self->cust_main;
1991 return $cust_main->invoice_terms if $cust_main && $cust_main->invoice_terms;
1995 $agentnum = $cust_main->agentnum;
1996 } elsif ( my $prospect_main = $self->prospect_main ) {
1997 $agentnum = $prospect_main->agentnum;
2000 #use configured default
2001 $conf->config('invoice_default_terms', $agentnum) || '';
2011 if ( $self->terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2012 $duedate = $self->_date() + ( $1 * 86400 );
2013 } elsif ( $self->terms =~ /^End of Month$/ ) {
2014 my ($mon,$year) = (localtime($self->_date) )[4,5];
2016 until ( $mon < 12 ) { $mon -= 12; $year++; }
2017 my $nextmonth_first = timelocal(0,0,0,1,$mon,$year);
2018 $duedate = $nextmonth_first - 86400;
2029 $self->due_date ? $self->time2str_local(shift, $self->due_date) : '';
2032 =item balance_due_msg
2036 sub balance_due_msg {
2038 my $msg = $self->mt('Balance Due');
2039 return $msg unless $self->terms; # huh?
2040 if ( !$self->conf->exists('invoice_show_prior_due_date')
2041 || $self->has_sections ) {
2042 # if enabled, the due date is shown with Total New Charges (see
2043 # _items_total) and not here
2044 # (yes, or if invoice_sections is enabled; this is just for compatibility)
2045 if ( $self->due_date ) {
2047 $self->conf->config('invoice_pay_by_msg', $self->agentnum)
2048 || 'Please pay by [_1]';
2049 $msg .= ' - ' . $self->mt($please_pay_by, $self->due_date2str('short')).
2051 unless $self->conf->config_bool('invoice_omit_due_date',$self->agentnum);
2052 } elsif ( $self->terms ) {
2053 $msg .= ' - '. $self->mt($self->terms);
2059 =item balance_due_date
2063 sub balance_due_date {
2065 my $conf = $self->conf;
2067 my $terms = $self->terms;
2068 if ( $terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2069 $duedate = $self->time2str_local('rdate', $self->_date + ($1*86400) );
2074 sub credit_balance_msg {
2076 $self->mt('Credit Balance Remaining')
2081 Returns a string with the date, for example: "3/20/2008", localized for the
2082 customer. Use _date_pretty_unlocalized for non-end-customer display use.
2088 $self->time2str_local('short', $self->_date);
2091 =item _date_pretty_unlocalized
2093 Returns a string with the date, for example: "3/20/2008", in the format
2094 configured for the back-office. Use _date_pretty for end-customer display use.
2098 sub _date_pretty_unlocalized {
2100 time2str($date_format, $self->_date);
2105 Emails this template.
2107 Options are passed as a hashref. Available options:
2113 If specified, overrides the default From: address.
2117 If specified, overrides the name of the sent document ("Invoice" or "Quotation")
2121 (Deprecated) If specified, is the name of a suffix for alternate template files.
2125 Options accepted by generate_email can also be used.
2131 my $opt = shift || {};
2132 if ($opt and !ref($opt)) {
2133 die ref($self). '->email called with positional parameters';
2136 return if $self->hide;
2138 my $error = send_email(
2139 $self->generate_email(
2140 'subject' => $self->email_subject($opt->{template}),
2141 %$opt, # template, etc.
2145 die "can't email: $error\n" if $error;
2148 =item generate_email OPTION => VALUE ...
2156 sender address, required
2160 alternate template name, optional
2164 email subject, optional
2168 notice name instead of "Invoice", optional
2172 Returns an argument list to be passed to L<FS::Misc::send_email>.
2179 sub generate_email {
2183 my $conf = $self->conf;
2185 my $me = '[FS::Template_Mixin::generate_email]';
2188 'from' => $args{'from'},
2189 'subject' => ($args{'subject'} || $self->email_subject),
2190 'custnum' => $self->custnum,
2191 'msgtype' => 'invoice',
2194 $args{'unsquelch_cdr'} = $conf->exists('voip-cdr_email');
2196 my $cust_main = $self->cust_main;
2198 if (ref($args{'to'}) eq 'ARRAY') {
2199 $return{'to'} = $args{'to'};
2200 } elsif ( $cust_main ) {
2201 $return{'to'} = [ $cust_main->invoicing_list_emailonly ];
2204 my $tc = $self->template_conf;
2206 my @text; # array of lines
2207 my $html; # a big string
2208 my @related_parts; # will contain the text/HTML alternative, and images
2209 my $related; # will contain the multipart/related object
2211 if ( $conf->exists($tc. 'email_pdf') ) {
2212 if ( my $msgnum = $conf->config($tc.'email_pdf_msgnum') ) {
2214 warn "$me using '${tc}email_pdf_msgnum' in multipart message"
2217 my $msg_template = FS::msg_template->by_key($msgnum)
2218 or die "${tc}email_pdf_msgnum $msgnum not found\n";
2219 my $cust_msg = $msg_template->prepare(
2220 cust_main => $self->cust_main,
2222 msgtype => 'invoice',
2225 # XXX hack to make this work in the new cust_msg era; consider replacing
2226 # with cust_bill_send_with_notice events.
2227 my @parts = $cust_msg->parts;
2228 foreach my $part (@parts) { # will only have two parts, normally
2229 if ( $part->mime_type eq 'text/plain' ) {
2230 @text = @{ $part->body };
2231 } elsif ( $part->mime_type eq 'text/html' ) {
2232 $html = $part->bodyhandle->as_string;
2236 } elsif ( my @note = $conf->config($tc.'email_pdf_note') ) {
2238 warn "$me using '${tc}email_pdf_note' in multipart message"
2240 @text = $conf->config($tc.'email_pdf_note');
2241 $html = join('<BR>', @text);
2243 } # else use the plain text invoice
2248 if ( $conf->config($tc.'template') ) {
2250 warn "$me generating plain text invoice"
2253 # 'print_text' argument is no longer used
2254 @text = map Encode::encode_utf8($_), $self->print_text(\%args);
2258 warn "$me no plain text version exists; sending empty message body"
2265 my $text_part = build MIME::Entity (
2266 'Type' => 'text/plain',
2267 'Encoding' => 'quoted-printable',
2268 'Charset' => 'UTF-8',
2269 #'Encoding' => '7bit',
2271 'Disposition' => 'inline',
2276 if ( $conf->exists($tc.'html') ) {
2277 warn "$me generating HTML invoice"
2280 $args{'from'} =~ /\@([\w\.\-]+)/;
2281 my $from = $1 || 'example.com';
2282 my $content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2285 my $agentnum = $cust_main ? $cust_main->agentnum
2286 : $self->prospect_main->agentnum;
2287 if ( defined($args{'template'}) && length($args{'template'})
2288 && $conf->exists( 'logo_'. $args{'template'}. '.png', $agentnum )
2291 $logo = 'logo_'. $args{'template'}. '.png';
2295 my $image_data = $conf->config_binary( $logo, $agentnum);
2297 push @related_parts, build MIME::Entity
2298 'Type' => 'image/png',
2299 'Encoding' => 'base64',
2300 'Data' => $image_data,
2301 'Filename' => 'logo.png',
2302 'Content-ID' => "<$content_id>",
2305 if ( ref($self) eq 'FS::cust_bill' && $conf->exists('invoice-barcode') ) {
2306 my $barcode_content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2307 push @related_parts, build MIME::Entity
2308 'Type' => 'image/png',
2309 'Encoding' => 'base64',
2310 'Data' => $self->invoice_barcode(0),
2311 'Filename' => 'barcode.png',
2312 'Content-ID' => "<$barcode_content_id>",
2314 $args{'barcode_cid'} = $barcode_content_id;
2317 $html = $self->print_html({ 'cid'=>$content_id, %args });
2324 warn "$me creating HTML/text multipart message"
2327 $return{'nobody'} = 1;
2329 my $alternative = build MIME::Entity
2330 'Type' => 'multipart/alternative',
2331 #'Encoding' => '7bit',
2332 'Disposition' => 'inline'
2336 $alternative->add_part($text_part);
2339 $alternative->attach(
2340 'Type' => 'text/html',
2341 'Encoding' => 'quoted-printable',
2342 'Data' => [ '<html>',
2345 ' '. encode_entities($return{'subject'}),
2348 ' <body bgcolor="#e8e8e8">',
2349 Encode::encode_utf8($html),
2353 'Disposition' => 'inline',
2354 #'Filename' => 'invoice.pdf',
2357 unshift @related_parts, $alternative;
2359 $related = build MIME::Entity 'Type' => 'multipart/related',
2360 'Encoding' => '7bit';
2362 #false laziness w/Misc::send_email
2363 $related->head->replace('Content-type',
2364 $related->mime_type.
2365 '; boundary="'. $related->head->multipart_boundary. '"'.
2366 '; type=multipart/alternative'
2369 $related->add_part($_) foreach @related_parts;
2373 my @otherparts = ();
2374 if ( ref($self) eq 'FS::cust_bill' && $cust_main->email_csv_cdr ) {
2376 if ( $conf->config('voip-cdr_email_attach') eq 'zip' ) {
2378 my $data = join('', map "$_\n",
2379 $self->call_details(prepend_billed_number=>1)
2382 my $zip = new Archive::Zip;
2383 my $file = $zip->addString( $data, 'usage-'.$self->invnum.'.csv' );
2384 $file->desiredCompressionMethod( COMPRESSION_DEFLATED );
2387 my $SH = IO::Scalar->new(\$zipdata);
2388 my $status = $zip->writeToFileHandle($SH);
2389 die "Error zipping CDR attachment: $!" unless $status == AZ_OK;
2391 push @otherparts, build MIME::Entity
2392 'Type' => 'application/zip',
2393 'Encoding' => 'base64',
2395 'Disposition' => 'attachment',
2396 'Filename' => 'usage-'. $self->invnum. '.zip',
2399 } else { # } elsif ( $conf->config('voip-cdr_email_attach') eq 'csv' ) {
2401 push @otherparts, build MIME::Entity
2402 'Type' => 'text/csv',
2403 'Encoding' => '7bit',
2404 'Data' => [ map { "$_\n" }
2405 $self->call_details('prepend_billed_number' => 1)
2407 'Disposition' => 'attachment',
2408 'Filename' => 'usage-'. $self->invnum. '.csv',
2415 if ( $conf->exists($tc.'email_pdf') ) {
2420 # multipart/alternative
2426 my $pdf = build MIME::Entity $self->mimebuild_pdf(\%args);
2427 push @otherparts, $pdf;
2431 $return{'content-type'} = 'multipart/mixed'; # of the outer container
2433 $return{'mimeparts'} = [ $related, @otherparts ];
2434 $return{'type'} = 'multipart/related'; # of the first part
2436 $return{'mimeparts'} = [ $text_part, @otherparts ];
2437 $return{'type'} = 'text/plain';
2439 } elsif ( $html ) { # no PDF or CSV, strip the outer container
2440 $return{'mimeparts'} = \@related_parts;
2441 $return{'content-type'} = 'multipart/related';
2442 $return{'type'} = 'multipart/alternative';
2443 } else { # no HTML either
2444 $return{'body'} = \@text;
2445 $return{'content-type'} = 'text/plain';
2454 Returns a list suitable for passing to MIME::Entity->build(), representing
2455 this quotation or invoice as PDF attachment.
2462 'Type' => 'application/pdf',
2463 'Encoding' => 'base64',
2464 'Data' => [ $self->print_pdf(@_) ],
2465 'Disposition' => 'attachment',
2466 'Filename' => $self->pdf_filename,
2470 =item postal_mail_fsinc
2472 Sends this invoice to the Freeside Internet Services, Inc. print and mail
2478 use IO::Socket::SSL;
2480 use HTTP::Request::Common qw( POST );
2481 use Cpanel::JSON::XS;
2483 sub postal_mail_fsinc {
2484 my ( $self, %opt ) = @_;
2486 my $url = 'https://ws.freeside.biz/print';
2488 my $cust_main = $self->cust_main;
2489 my $agentnum = $cust_main->agentnum;
2490 my $bill_location = $cust_main->bill_location;
2492 die "Extra charges for international mailing; contact support\@freeside.biz to enable\n"
2493 if $bill_location->country ne 'US';
2495 my $conf = new FS::Conf;
2497 my @company_address = $conf->config('company_address', $agentnum);
2498 my ( $company_address1, $company_address2, $company_city, $company_state, $company_zip );
2499 if ( $company_address[2] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2500 $company_address1 = $company_address[0];
2501 $company_address2 = $company_address[1];
2503 $company_state = $2;
2505 } elsif ( $company_address[1] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2506 $company_address1 = $company_address[0];
2507 $company_address2 = '';
2509 $company_state = $2;
2512 die "Unparsable company_address; contact support\@freeside.biz\n";
2514 $company_city =~ s/,$//;
2516 my $file = $self->print_pdf(%opt, 'no_addresses' => 1);
2517 my $pages = CAM::PDF->new($file)->numPages;
2519 my $ua = LWP::UserAgent->new(
2521 verify_hostname => 0,
2522 SSL_verify_mode => IO::Socket::SSL::SSL_VERIFY_NONE,
2523 SSL_version => 'SSLv3',
2526 my $response = $ua->request( POST $url, [
2527 'support-key' => scalar($conf->config('support-key')),
2528 'file' => encode_base64($file),
2532 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
2533 'company_address1' => $company_address1,
2534 'company_address2' => $company_address2,
2535 'company_city' => $company_city,
2536 'company_state' => $company_state,
2537 'company_zip' => $company_zip,
2538 'company_country' => 'US',
2539 'company_phonenum' => scalar($conf->config('company_phonenum', $agentnum)),
2540 'company_email' => scalar($conf->config('invoice_from', $agentnum)),
2543 'name' => $cust_main->invoice_attn
2544 || $cust_main->contact_firstlast,
2545 'company' => $cust_main->company,
2546 'address1' => $bill_location->address1,
2547 'address2' => $bill_location->address2,
2548 'city' => $bill_location->city,
2549 'state' => $bill_location->state,
2550 'zip' => $bill_location->zip,
2551 'country' => $bill_location->country,
2554 die "Print connection error: ". $response->message.
2555 ' ('. $response->as_string. ")\n"
2556 unless $response->is_success;
2559 my $content = eval { decode_json($response->content) };
2560 die "Print JSON error : $@\n" if $@;
2562 die $content->{error}."\n"
2563 if $content->{error};
2565 #TODO: store this so we can query for a status later
2566 warn "Invoice printed, ID ". $content->{id}. "\n";
2572 =item _items_sections OPTIONS
2574 Generate section information for all items appearing on this invoice.
2575 This will only be called for multi-section invoices.
2577 For each line item (L<FS::cust_bill_pkg> record), this will fetch all
2578 related display records (L<FS::cust_bill_pkg_display>) and organize
2579 them into two groups ("early" and "late" according to whether they come
2580 before or after the total), then into sections. A subtotal is calculated
2583 Section descriptions are returned in sort weight order. Each consists
2584 of a hash containing:
2586 description: the package category name, escaped
2587 subtotal: the total charges in that section
2588 tax_section: a flag indicating that the section contains only tax charges
2589 summarized: same as tax_section, for some reason
2590 sort_weight: the package category's sort weight
2592 If 'condense' is set on the display record, it also contains everything
2593 returned from C<_condense_section()>, i.e. C<_condensed_foo_generator>
2594 coderefs to generate parts of the invoice. This is not advised.
2596 The method returns two arrayrefs, one of "early" sections and one of "late"
2599 OPTIONS may include:
2601 by_location: a flag to divide the invoice into sections by location.
2602 Each section hash will have a 'location' element containing a hashref of
2603 the location fields (see L<FS::cust_location>). The section description
2604 will be the location label, but the template can use any of the location
2605 fields to create a suitable label.
2607 by_category: a flag to divide the invoice into sections using display
2608 records (see L<FS::cust_bill_pkg_display>). This is the "traditional"
2609 behavior. Each section hash will have a 'category' element containing
2610 the section name from the display record (which probably equals the
2611 category name of the package, but may not in some cases).
2613 summary: a flag indicating that this is a summary-format invoice.
2614 Turning this on has the following effects:
2615 - Ignores display items with the 'summary' flag.
2616 - Places all sections in the "early" group even if they have post_total.
2617 - Creates sections for all non-disabled package categories, even if they
2618 have no charges on this invoice, as well as a section with no name.
2620 escape: an escape function to use for section titles.
2622 extra_sections: an arrayref of additional sections to return after the
2623 sorted list. If there are any of these, section subtotals exclude
2626 format: 'latex', 'html', or 'template' (i.e. text). Not used, but
2627 passed through to C<_condense_section()>.
2631 use vars qw(%pkg_category_cache);
2632 sub _items_sections {
2636 my $escape = $opt{escape};
2637 my @extra_sections = @{ $opt{extra_sections} || [] };
2639 # $subtotal{$locationnum}{$categoryname} = amount.
2640 # if we're not using by_location, $locationnum is undef.
2641 # if we're not using by_category, you guessed it, $categoryname is undef.
2642 # if we're not using either one, we shouldn't be here in the first place...
2644 my %late_subtotal = ();
2647 # About tax items + multisection invoices:
2648 # If either invoice_*summary option is enabled, AND there is a
2649 # package category with the name of the tax, then there will be
2650 # a display record assigning the tax item to that category.
2652 # However, the taxes are always placed in the "Taxes, Surcharges,
2653 # and Fees" section regardless of that. The only effect of the
2654 # display record is to create a subtotal for the summary page.
2657 my $pkg_hash = $self->cust_pkg_hash;
2659 foreach my $cust_bill_pkg ( $self->cust_bill_pkg )
2662 my $usage = $cust_bill_pkg->usage;
2665 if ( $opt{by_location} ) {
2666 if ( $cust_bill_pkg->pkgnum ) {
2667 $locationnum = $pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum;
2672 $locationnum = undef;
2675 # as in _items_cust_pkg, if a line item has no display records,
2676 # cust_bill_pkg_display() returns a default record for it
2678 foreach my $display ($cust_bill_pkg->cust_bill_pkg_display) {
2679 next if ( $display->summary && $opt{summary} );
2681 #my $section = $display->section;
2682 #false laziness with the method, but for efficiency inside this loop
2683 my $section = $display->get('section');
2684 if ( !$section && !$cust_bill_pkg->hidden ) {
2685 $section = $cust_bill_pkg->get('categoryname'); #cust_bill->cust_bill_pkg added it (XXX quotations / quotation_section)
2688 my $type = $display->type;
2689 # Set $section = undef if we're sectioning by location and this
2690 # line item _has_ a location (i.e. isn't a fee).
2691 $section = undef if $locationnum;
2693 # set this flag if the section is not tax-only
2694 $not_tax{$locationnum}{$section} = 1
2695 if $cust_bill_pkg->pkgnum or $cust_bill_pkg->feepart;
2697 # there's actually a very important piece of logic buried in here:
2698 # incrementing $late_subtotal{$section} CREATES
2699 # $late_subtotal{$section}. keys(%late_subtotal) is later used
2700 # to define the list of late sections, and likewise keys(%subtotal).
2701 # When _items_cust_bill_pkg is called to generate line items for
2702 # real, it will be called with 'section' => $section for each
2704 if ( $display->post_total && !$opt{summary} ) {
2705 if (! $type || $type eq 'S') {
2706 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2707 if $cust_bill_pkg->setup != 0
2708 || $cust_bill_pkg->setup_show_zero;
2712 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur
2713 if $cust_bill_pkg->recur != 0
2714 || $cust_bill_pkg->recur_show_zero;
2717 if ($type && $type eq 'R') {
2718 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2719 if $cust_bill_pkg->recur != 0
2720 || $cust_bill_pkg->recur_show_zero;
2723 if ($type && $type eq 'U') {
2724 $late_subtotal{$locationnum}{$section} += $usage
2725 unless scalar(@extra_sections);
2728 } else { # it's a pre-total (normal) section
2730 # skip tax items unless they're explicitly included in a section
2731 next if $cust_bill_pkg->pkgnum == 0 and
2732 ! $cust_bill_pkg->feepart and
2735 if ( $type eq 'S' ) {
2736 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2737 if $cust_bill_pkg->setup != 0
2738 || $cust_bill_pkg->setup_show_zero;
2739 } elsif ( $type eq 'R' ) {
2740 $subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2741 if $cust_bill_pkg->recur != 0
2742 || $cust_bill_pkg->recur_show_zero;
2743 } elsif ( $type eq 'U' ) {
2744 $subtotal{$locationnum}{$section} += $usage
2745 unless scalar(@extra_sections);
2746 } elsif ( !$type ) {
2747 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2748 + $cust_bill_pkg->recur;
2757 %pkg_category_cache = ();
2759 # summary invoices need subtotals for all non-disabled package categories,
2760 # even if they're zero
2761 # but currently assume that there are no location sections, or at least
2762 # that the summary page doesn't care about them
2763 if ( $opt{summary} ) {
2764 foreach my $category (qsearch('pkg_category', {disabled => ''})) {
2765 $subtotal{''}{$category->categoryname} ||= 0;
2767 $subtotal{''}{''} ||= 0;
2771 foreach my $post_total (0,1) {
2773 my $s = $post_total ? \%late_subtotal : \%subtotal;
2774 foreach my $locationnum (keys %$s) {
2775 foreach my $sectionname (keys %{ $s->{$locationnum} }) {
2777 'subtotal' => $s->{$locationnum}{$sectionname},
2780 if ( $locationnum ) {
2781 $section->{'locationnum'} = $locationnum;
2782 my $location = FS::cust_location->by_key($locationnum);
2783 $section->{'description'} = &{ $escape }($location->location_label);
2784 # Better ideas? This will roughly group them by proximity,
2785 # which alpha sorting on any of the address fields won't.
2786 # Sorting by locationnum is meaningless.
2787 # We have to sort on _something_ or the order may change
2788 # randomly from one invoice to the next, which will confuse
2790 $section->{'sort_weight'} = sprintf('%012s',$location->zip) .
2792 $section->{'location'} = {
2793 label_prefix => &{ $escape }($location->label_prefix),
2794 map { $_ => &{ $escape }($location->get($_)) }
2798 $section->{'category'} = $sectionname;
2799 $section->{'description'} = &{ $escape }($sectionname);
2800 if ( _pkg_category($sectionname) ) {
2801 $section->{'sort_weight'} = _pkg_category($sectionname)->weight;
2802 if ( _pkg_category($sectionname)->condense ) {
2803 $section = { %$section, $self->_condense_section($opt{format}) };
2807 if ( !$post_total and !$not_tax{$locationnum}{$sectionname} ) {
2808 # then it's a tax-only section
2809 $section->{'summarized'} = 'Y';
2810 $section->{'tax_section'} = 'Y';
2812 push @these, $section;
2813 } # foreach $sectionname
2814 } #foreach $locationnum
2815 push @these, @extra_sections if $post_total == 0;
2816 # need an alpha sort for location sections, because postal codes can
2818 $sections[ $post_total ] = [ sort {
2819 $opt{'by_location'} ?
2820 ($a->{sort_weight} cmp $b->{sort_weight}) :
2821 ($a->{sort_weight} <=> $b->{sort_weight})
2823 } #foreach $post_total
2825 return @sections; # early, late
2828 #helper subs for above
2832 $self->{cust_pkg} ||= { map { $_->pkgnum => $_ } $self->cust_pkg };
2836 my $categoryname = shift;
2837 $pkg_category_cache{$categoryname} ||=
2838 qsearchs( 'pkg_category', { 'categoryname' => $categoryname } );
2841 my %condensed_format = (
2842 'label' => [ qw( Description Qty Amount ) ],
2844 sub { shift->{description} },
2845 sub { shift->{quantity} },
2846 sub { my($href, %opt) = @_;
2847 ($opt{dollar} || ''). $href->{amount};
2850 'align' => [ qw( l r r ) ],
2851 'span' => [ qw( 5 1 1 ) ], # unitprices?
2852 'width' => [ qw( 10.7cm 1.4cm 1.6cm ) ], # don't like this
2855 sub _condense_section {
2856 my ( $self, $format ) = ( shift, shift );
2858 map { my $method = "_condensed_$_"; $_ => $self->$method($format) }
2859 qw( description_generator
2862 total_line_generator
2867 sub _condensed_generator_defaults {
2868 my ( $self, $format ) = ( shift, shift );
2869 return ( \%condensed_format, ' ', ' ', ' ', sub { shift } );
2878 sub _condensed_header_generator {
2879 my ( $self, $format ) = ( shift, shift );
2881 my ( $f, $prefix, $suffix, $separator, $column ) =
2882 _condensed_generator_defaults($format);
2884 if ($format eq 'latex') {
2885 $prefix = "\\hline\n\\rule{0pt}{2.5ex}\n\\makebox[1.4cm]{}&\n";
2886 $suffix = "\\\\\n\\hline";
2889 sub { my ($d,$a,$s,$w) = @_;
2890 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2892 } elsif ( $format eq 'html' ) {
2893 $prefix = '<th></th>';
2897 sub { my ($d,$a,$s,$w) = @_;
2898 return qq!<th align="$html_align{$a}">$d</th>!;
2906 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2908 &{$column}( map { $f->{$_}->[$i] } qw(label align span width) );
2911 $prefix. join($separator, @result). $suffix;
2916 sub _condensed_description_generator {
2917 my ( $self, $format ) = ( shift, shift );
2919 my ( $f, $prefix, $suffix, $separator, $column ) =
2920 _condensed_generator_defaults($format);
2922 my $money_char = '$';
2923 if ($format eq 'latex') {
2924 $prefix = "\\hline\n\\multicolumn{1}{c}{\\rule{0pt}{2.5ex}~} &\n";
2926 $separator = " & \n";
2928 sub { my ($d,$a,$s,$w) = @_;
2929 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2931 $money_char = '\\dollar';
2932 }elsif ( $format eq 'html' ) {
2933 $prefix = '"><td align="center"></td>';
2937 sub { my ($d,$a,$s,$w) = @_;
2938 return qq!<td align="$html_align{$a}">$d</td>!;
2940 #$money_char = $conf->config('money_char') || '$';
2941 $money_char = ''; # this is madness
2949 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2951 $dollar = $money_char if $i == scalar(@{$f->{label}})-1;
2953 &{$column}( &{$f->{fields}->[$i]}($href, 'dollar' => $dollar),
2954 map { $f->{$_}->[$i] } qw(align span width)
2958 $prefix. join( $separator, @result ). $suffix;
2963 sub _condensed_total_generator {
2964 my ( $self, $format ) = ( shift, shift );
2966 my ( $f, $prefix, $suffix, $separator, $column ) =
2967 _condensed_generator_defaults($format);
2970 if ($format eq 'latex') {
2973 $separator = " & \n";
2975 sub { my ($d,$a,$s,$w) = @_;
2976 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2978 }elsif ( $format eq 'html' ) {
2982 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2984 sub { my ($d,$a,$s,$w) = @_;
2985 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2994 # my $r = &{$f->{fields}->[$i]}(@args);
2995 # $r .= ' Total' unless $i;
2997 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2999 &{$column}( &{$f->{fields}->[$i]}(@args). ($i ? '' : ' Total'),
3000 map { $f->{$_}->[$i] } qw(align span width)
3004 $prefix. join( $separator, @result ). $suffix;
3009 =item total_line_generator FORMAT
3011 Returns a coderef used for generation of invoice total line items for this
3012 usage_class. FORMAT is either html or latex
3016 # should not be used: will have issues with hash element names (description vs
3017 # total_item and amount vs total_amount -- another array of functions?
3019 sub _condensed_total_line_generator {
3020 my ( $self, $format ) = ( shift, shift );
3022 my ( $f, $prefix, $suffix, $separator, $column ) =
3023 _condensed_generator_defaults($format);
3026 if ($format eq 'latex') {
3029 $separator = " & \n";
3031 sub { my ($d,$a,$s,$w) = @_;
3032 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
3034 }elsif ( $format eq 'html' ) {
3038 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
3040 sub { my ($d,$a,$s,$w) = @_;
3041 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
3050 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
3052 &{$column}( &{$f->{fields}->[$i]}(@args),
3053 map { $f->{$_}->[$i] } qw(align span width)
3057 $prefix. join( $separator, @result ). $suffix;
3062 =item _items_pkg [ OPTIONS ]
3064 Return line item hashes for each package item on this invoice. Nearly
3067 $self->_items_cust_bill_pkg([ $self->cust_bill_pkg ])
3069 OPTIONS are passed through to _items_cust_bill_pkg, and should include
3070 'format' and 'escape_function' at minimum.
3072 To produce items for a specific invoice section, OPTIONS should include
3073 'section', a hashref containing 'category' and/or 'locationnum' keys.
3075 'section' may also contain a key named 'condensed'. If this is present
3076 and has a true value, _items_pkg will try to merge identical items into items
3077 with 'quantity' equal to the number of items (not the sum of their separate
3078 quantities, for some reason).
3084 # The order of these is important. Bundled line items will be merged into
3085 # the most recent non-hidden item, so it needs to be the one with:
3087 # - the same start date
3088 # - no pkgpart_override
3090 # So: sort by pkgnum,
3092 # then sort the base line item before any overrides
3093 # then sort hidden before non-hidden add-ons
3094 # then sort by override pkgpart (for consistency)
3095 sort { $a->pkgnum <=> $b->pkgnum or
3096 $a->sdate <=> $b->sdate or
3097 ($a->pkgpart_override ? 0 : -1) or
3098 ($b->pkgpart_override ? 0 : 1) or
3099 $b->hidden cmp $a->hidden or
3100 $a->pkgpart_override <=> $b->pkgpart_override
3102 # and of course exclude taxes and fees
3103 grep { $_->pkgnum > 0 } $self->cust_bill_pkg;
3109 my @cust_bill_pkg = grep { $_->feepart } $self->cust_bill_pkg;
3110 my $escape_function = $options{escape_function};
3112 my $locale = $self->cust_main->locale;
3115 foreach my $cust_bill_pkg (@cust_bill_pkg) {
3116 # cache this, so we don't look it up again in every section
3117 my $part_fee = $cust_bill_pkg->get('part_fee')
3118 || $cust_bill_pkg->part_fee;
3119 $cust_bill_pkg->set('part_fee', $part_fee);
3121 #die "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n"; # might make more sense
3122 warn "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n";
3125 if ( exists($options{section}) and exists($options{section}{category}) )
3127 my $categoryname = $options{section}{category};
3128 # then filter for items that have that section
3129 if ( $part_fee->categoryname ne $categoryname ) {
3130 warn "skipping fee '".$part_fee->itemdesc."'--not in section $categoryname\n" if $DEBUG;
3133 } # otherwise include them all in the main section
3134 # XXX what to do when sectioning by location?
3137 my %base_invnums; # invnum => invoice date
3138 foreach ($cust_bill_pkg->cust_bill_pkg_fee) {
3139 if ($_->base_invnum) {
3140 my $base_bill = FS::cust_bill->by_key($_->base_invnum);
3141 my $base_date = $self->time2str_local('short', $base_bill->_date)
3143 $base_invnums{$_->base_invnum} = $base_date || '';
3146 foreach (sort keys(%base_invnums)) {
3147 next if $_ == $self->invnum;
3148 # per convention, we must escape ext_description lines
3150 &{$escape_function}(
3151 $self->mt('from invoice #[_1] on [_2]', $_, $base_invnums{$_})
3154 my $desc = $part_fee->itemdesc_locale($locale);
3155 # but not escape the base description line
3157 my @pkg_tax = $cust_bill_pkg->_pkg_tax_list
3158 if $options{section_with_taxes};
3161 { feepart => $cust_bill_pkg->feepart,
3162 amount => sprintf('%.2f', $cust_bill_pkg->setup + $cust_bill_pkg->recur),
3163 description => $desc,
3164 pkg_tax => \@pkg_tax,
3165 ext_description => \@ext_desc
3176 warn "$me _items_pkg searching for all package line items\n"
3179 my @cust_bill_pkg = $self->_items_nontax;
3181 warn "$me _items_pkg filtering line items\n"
3183 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3185 if ($options{section} && $options{section}->{condensed}) {
3187 warn "$me _items_pkg condensing section\n"
3191 local $Storable::canonical = 1;
3192 foreach ( @items ) {
3194 delete $item->{ref};
3195 delete $item->{ext_description};
3196 my $key = freeze($item);
3197 $itemshash{$key} ||= 0;
3198 $itemshash{$key} ++; # += $item->{quantity};
3200 @items = sort { $a->{description} cmp $b->{description} }
3201 map { my $i = thaw($_);
3202 $i->{quantity} = $itemshash{$_};
3204 sprintf( "%.2f", $i->{quantity} * $i->{amount} );#unit_amount
3210 warn "$me _items_pkg returning ". scalar(@items). " items\n"
3217 return 0 unless $a->itemdesc cmp $b->itemdesc;
3218 return -1 if $b->itemdesc eq 'Tax';
3219 return 1 if $a->itemdesc eq 'Tax';
3220 return -1 if $b->itemdesc eq 'Other surcharges';
3221 return 1 if $a->itemdesc eq 'Other surcharges';
3222 $a->itemdesc cmp $b->itemdesc;
3227 my @cust_bill_pkg = sort _taxsort grep { ! $_->pkgnum and ! $_->feepart }
3228 $self->cust_bill_pkg;
3229 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3231 if ( $self->conf->exists('always_show_tax') ) {
3232 my $itemdesc = $self->conf->config('always_show_tax') || 'Tax';
3233 if (0 == grep { $_->{description} eq $itemdesc } @items) {
3235 { 'description' => $itemdesc,
3242 =item _items_cust_bill_pkg CUST_BILL_PKGS OPTIONS
3244 Takes an arrayref of L<FS::cust_bill_pkg> objects, and returns a
3245 list of hashrefs describing the line items they generate on the invoice.
3247 OPTIONS may include:
3249 format: the invoice format.
3251 escape_function: the function used to escape strings.
3253 DEPRECATED? (expensive, mostly unused?)
3254 format_function: the function used to format CDRs.
3256 section: a hashref containing 'category' and/or 'locationnum'; if this
3257 is present, only returns line items that belong to that category and/or
3258 location (whichever is defined).
3260 multisection: a flag indicating that this is a multisection invoice,
3261 which does something complicated.
3263 section_with_taxes: Look up and include applied taxes for each record
3265 Returns a list of hashrefs, each of which may contain:
3267 pkgnum, description, amount, unit_amount, quantity, pkgpart, _is_setup, and
3268 ext_description, which is an arrayref of detail lines to show below
3273 sub _items_cust_bill_pkg {
3275 my $conf = $self->conf;
3276 my $cust_bill_pkgs = shift;
3279 my $format = $opt{format} || '';
3280 my $escape_function = $opt{escape_function} || sub { shift };
3281 my $format_function = $opt{format_function} || '';
3282 my $no_usage = $opt{no_usage} || '';
3283 my $unsquelched = $opt{unsquelched} || ''; #unused
3284 my ($section, $locationnum, $category);
3285 if ( $opt{section} ) {
3286 $category = $opt{section}->{category};
3287 $locationnum = $opt{section}->{locationnum};
3289 my $summary_page = $opt{summary_page} || ''; #unused
3290 my $multisection = defined($category) || defined($locationnum);
3291 # this variable is the value of the config setting, not whether it applies
3292 # to this particular line item.
3293 my $discount_show_always = $conf->exists('discount-show-always');
3295 my $maxlength = $conf->config('cust_bill-latex_lineitem_maxlength') || 40;
3297 my $cust_main = $self->cust_main;#for per-agent cust_bill-line_item-ate_style
3299 my $agentnum = $self->agentnum;
3301 # for location labels: use default location on the invoice date
3302 my $default_locationnum;
3303 if ( $conf->exists('invoice-all_pkg_addresses') ) {
3304 $default_locationnum = 0; # treat them all as non-default
3305 } elsif ( $self->custnum ) {
3307 my @h_search = FS::h_cust_main->sql_h_search($self->_date);
3308 $h_cust_main = qsearchs({
3309 'table' => 'h_cust_main',
3310 'hashref' => { custnum => $self->custnum },
3311 'extra_sql' => $h_search[1],
3312 'addl_from' => $h_search[3],
3314 $default_locationnum = $h_cust_main->ship_locationnum;
3315 } elsif ( $self->prospectnum ) {
3316 my $cust_location = qsearchs('cust_location',
3317 { prospectnum => $self->prospectnum,
3319 $default_locationnum = $cust_location->locationnum if $cust_location;
3322 my @b = (); # accumulator for the line item hashes that we'll return
3323 my ($s, $r, $u, $d) = ( undef, undef, undef, undef );
3324 # the 'current' line item hashes for setup, recur, usage, discount
3325 foreach my $cust_bill_pkg ( @$cust_bill_pkgs )
3327 # if the current line item is waiting to go out, and the one we're about
3328 # to start is not bundled, then push out the current one and start a new
3331 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
3333 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3334 if ( $_ && !$cust_bill_pkg->hidden ) {
3335 $_->{amount} = sprintf( "%.2f", $_->{amount} );
3336 $_->{amount} =~ s/^\-0\.00$/0.00/;
3337 if (exists($_->{unit_amount})) {
3338 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3341 # we already decided to create this display line; don't reconsider it
3343 # if $_->{amount} != 0
3344 # || $discount_show_always
3345 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3346 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3352 if ( $locationnum ) {
3353 # this is a location section; skip packages that aren't at this
3355 next if $cust_bill_pkg->pkgnum == 0; # skips fees...
3356 next if $self->cust_pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum
3360 # Consider display records for this item to determine if it belongs
3361 # in this section. Note that if there are no display records, there
3362 # will be a default pseudo-record that includes all charge types
3363 # and has no section name.
3364 my @cust_bill_pkg_display = $cust_bill_pkg->can('cust_bill_pkg_display')
3365 ? $cust_bill_pkg->cust_bill_pkg_display
3366 : ( $cust_bill_pkg );
3368 warn "$me _items_cust_bill_pkg considering cust_bill_pkg ".
3369 $cust_bill_pkg->billpkgnum. ", pkgnum ". $cust_bill_pkg->pkgnum. "\n"
3372 if ( defined($category) ) {
3373 # then this is a package category section; process all display records
3374 # that belong to this section.
3375 @cust_bill_pkg_display = grep { $_->section eq $category }
3376 @cust_bill_pkg_display;
3378 # otherwise, process all display records that aren't usage summaries
3379 # (I don't think there should be usage summaries if you aren't using
3380 # category sections, but this is the historical behavior)
3381 @cust_bill_pkg_display = grep { !$_->summary }
3382 @cust_bill_pkg_display;
3385 my $classname = ''; # package class name, will fill in later
3387 foreach my $display (@cust_bill_pkg_display) {
3389 warn "$me _items_cust_bill_pkg considering cust_bill_pkg_display ".
3390 $display->billpkgdisplaynum. "\n"
3393 my $type = $display->type;
3395 my $desc = $cust_bill_pkg->desc( $cust_main ? $cust_main->locale : '' );
3396 $desc = substr($desc, 0, $maxlength). '...'
3397 if $format eq 'latex' && length($desc) > $maxlength;
3399 my %details_opt = ( 'format' => $format,
3400 'escape_function' => $escape_function,
3401 'format_function' => $format_function,
3402 'no_usage' => $opt{'no_usage'},
3405 if ( $cust_bill_pkg->pkgnum > 0 ) {
3406 # a "normal" package line item (not a quotation, not a fee, not a tax)
3408 warn "$me _items_cust_bill_pkg cust_bill_pkg is non-tax\n"
3411 my $cust_pkg = $cust_bill_pkg->cust_pkg;
3412 my $part_pkg = $cust_pkg->part_pkg;
3414 # which pkgpart to show for display purposes?
3415 my $pkgpart = $cust_bill_pkg->pkgpart_override || $cust_pkg->pkgpart;
3417 # start/end dates for invoice formats that do nonstandard
3419 my %item_dates = ();
3420 %item_dates = map { $_ => $cust_bill_pkg->$_ } ('sdate', 'edate')
3421 unless $part_pkg->option('disable_line_item_date_ranges',1);
3423 # not normally used, but pass this to the template anyway
3424 $classname = $part_pkg->classname;
3426 my @pkg_tax = $cust_bill_pkg->_pkg_tax_list
3427 if $self->conf->exists('invoice_sections_with_taxes');
3429 if ( (!$type || $type eq 'S')
3430 && ( $cust_bill_pkg->setup != 0
3431 || $cust_bill_pkg->setup_show_zero
3432 || ($discount_show_always and $cust_bill_pkg->unitsetup > 0)
3437 warn "$me _items_cust_bill_pkg adding setup\n"
3440 # append the word 'Setup' to the setup line if there's going to be
3441 # a recur line for the same package (i.e. not a one-time charge)
3443 my $description = $desc;
3444 $description .= ' Setup'
3445 if $cust_bill_pkg->recur != 0
3446 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3447 || $cust_bill_pkg->recur_show_zero;
3449 my $disable_date_ranges =
3450 $opt{disable_line_item_date_ranges}
3451 || $part_pkg->option('disable_line_item_date_ranges', 1);
3453 $description .= $cust_bill_pkg->time_period_pretty(
3456 disable_date_ranges => $disable_date_ranges,
3458 if $part_pkg->is_prepaid #for prepaid, "display the validity period
3459 # triggered by the recurring charge freq
3461 && $cust_bill_pkg->recur == 0
3462 && ! $cust_bill_pkg->recur_show_zero;
3467 # always pass the svc_label through to the template, even if
3468 # not displaying it as an ext_description
3469 my @svc_labels = map &{$escape_function}($_),
3470 $cust_pkg->h_labels_short($self->_date,
3473 $self->conf->{locale},
3475 $svc_label = $svc_labels[0];
3477 unless ( $cust_pkg->part_pkg->hide_svc_detail
3478 || $cust_bill_pkg->hidden )
3481 push @d, @svc_labels
3482 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3483 # show the location label if it's not the customer's default
3484 # location, and we're not grouping items by location already
3485 if ( $cust_pkg->locationnum != $default_locationnum
3486 and !defined($locationnum) ) {
3487 my $loc = $cust_pkg->location_label;
3488 $loc = substr($loc, 0, $maxlength). '...'
3489 if $format eq 'latex' && length($loc) > $maxlength;
3490 push @d, &{$escape_function}($loc);
3493 } #unless hiding service details
3495 push @d, $cust_bill_pkg->details(%details_opt)
3496 if $cust_bill_pkg->recur == 0;
3498 if ( $cust_bill_pkg->hidden ) {
3499 $s->{amount} += $cust_bill_pkg->setup;
3500 $s->{unit_amount} += $cust_bill_pkg->unitsetup;
3501 push @{ $s->{ext_description} }, @d;
3504 billpkgnum => $cust_bill_pkg->billpkgnum,
3506 description => $description,
3507 pkgpart => $pkgpart,
3508 pkgnum => $cust_bill_pkg->pkgnum,
3509 amount => $cust_bill_pkg->setup,
3510 setup_show_zero => $cust_bill_pkg->setup_show_zero,
3511 unit_amount => $cust_bill_pkg->unitsetup,
3512 quantity => $cust_bill_pkg->quantity,
3513 ext_description => \@d,
3514 svc_label => ($svc_label || ''),
3515 locationnum => $cust_pkg->locationnum, # sure, why not?
3516 pkg_tax => \@pkg_tax,
3522 # should we show a recur line?
3523 # if type eq 'S', then NO, because we've been told not to.
3524 # otherwise, show the recur line if:
3525 # - there's a recurring charge
3526 # - or recur_show_zero is on
3527 # - or there's a positive unitrecur (so it's been discounted to zero)
3528 # and discount-show-always is on
3529 if ( ( !$type || $type eq 'R' || $type eq 'U' )
3531 $cust_bill_pkg->recur != 0
3533 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3534 || $cust_bill_pkg->recur_show_zero
3539 warn "$me _items_cust_bill_pkg adding recur/usage\n"
3542 my $is_summary = $display->summary;
3543 my $description = $desc;
3544 if ( $type eq 'U' and defined($r) ) {
3545 # don't just show the same description as the recur line
3546 $description = $self->mt('Usage charges');
3549 my $disable_date_ranges =
3550 $opt{disable_line_item_date_ranges}
3551 || $part_pkg->option('disable_line_item_date_ranges', 1);
3553 $description .= $cust_bill_pkg->time_period_pretty(
3556 disable_date_ranges => $disable_date_ranges,
3560 my @seconds = (); # for display of usage info
3563 #at least until cust_bill_pkg has "past" ranges in addition to
3564 #the "future" sdate/edate ones... see #3032
3565 my @dates = ( $self->_date );
3566 my $prev = $cust_bill_pkg->previous_cust_bill_pkg;
3567 push @dates, $prev->sdate if $prev;
3568 push @dates, undef if !$prev;
3570 my @svc_labels = map &{$escape_function}($_),
3571 $cust_pkg->h_labels_short(@dates,
3573 $self->conf->{locale});
3574 $svc_label = $svc_labels[0];
3576 # show service labels, unless...
3577 # the package is set not to display them
3578 unless ( $part_pkg->hide_svc_detail
3579 # or this is a tax-like line item
3580 || $cust_bill_pkg->itemdesc
3581 # or this is a hidden (bundled) line item
3582 || $cust_bill_pkg->hidden
3583 # or this is a usage summary line
3584 || $is_summary && $type && $type eq 'U'
3585 # or this is a usage line and there's a recurring line
3586 # for the package in the same section (which will
3587 # have service labels already)
3588 || ($type eq 'U' and defined($r))
3592 warn "$me _items_cust_bill_pkg adding service details\n"
3595 push @d, @svc_labels
3596 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3597 warn "$me _items_cust_bill_pkg done adding service details\n"
3600 # show the location label if it's not the customer's default
3601 # location, and we're not grouping items by location already
3602 if ( $cust_pkg->locationnum != $default_locationnum
3603 and !defined($locationnum) ) {
3604 my $loc = $cust_pkg->location_label;
3605 $loc = substr($loc, 0, $maxlength). '...'
3606 if $format eq 'latex' && length($loc) > $maxlength;
3607 push @d, &{$escape_function}($loc);
3610 # Display of seconds_since_sqlradacct:
3611 # On the invoice, when processing @detail_items, look for a field
3612 # named 'seconds'. This will contain total seconds for each
3613 # service, in the same order as @ext_description. For services
3614 # that don't support this it will show undef.
3615 if ( $conf->exists('svc_acct-usage_seconds')
3616 and ! $cust_bill_pkg->pkgpart_override ) {
3617 foreach my $cust_svc (
3618 $cust_pkg->h_cust_svc(@dates, 'I')
3621 # eval because not having any part_export_usage exports
3622 # is a fatal error, last_bill/_date because that's how
3623 # sqlradius_hour billing does it
3625 $cust_svc->seconds_since_sqlradacct($dates[1] || 0, $dates[0]);
3627 push @seconds, $sec;
3629 } #if svc_acct-usage_seconds
3631 } # if we are showing service labels
3633 unless ( $is_summary ) {
3634 warn "$me _items_cust_bill_pkg adding details\n"
3637 #instead of omitting details entirely in this case (unwanted side
3638 # effects), just omit CDRs
3639 $details_opt{'no_usage'} = 1
3640 if $type && $type eq 'R';
3642 push @d, $cust_bill_pkg->details(%details_opt);
3645 warn "$me _items_cust_bill_pkg calculating amount\n"
3650 $amount = $cust_bill_pkg->recur;
3651 } elsif ($type eq 'R') {
3652 $amount = $cust_bill_pkg->recur - $cust_bill_pkg->usage;
3653 } elsif ($type eq 'U') {
3654 $amount = $cust_bill_pkg->usage;
3657 if ( !$type || $type eq 'R' ) {
3659 warn "$me _items_cust_bill_pkg adding recur\n"
3663 ( $cust_bill_pkg->unitrecur > 0 ) ? $cust_bill_pkg->unitrecur
3666 if ( $cust_bill_pkg->hidden ) {
3667 $r->{amount} += $amount;
3668 $r->{unit_amount} += $unit_amount;
3669 push @{ $r->{ext_description} }, @d;
3672 billpkgnum => $cust_bill_pkg->billpkgnum,
3673 description => $description,
3674 pkgpart => $pkgpart,
3675 pkgnum => $cust_bill_pkg->pkgnum,
3677 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3678 unit_amount => $unit_amount,
3679 quantity => $cust_bill_pkg->quantity,
3681 ext_description => \@d,
3682 svc_label => ($svc_label || ''),
3683 locationnum => $cust_pkg->locationnum,
3684 pkg_tax => \@pkg_tax,
3686 $r->{'seconds'} = \@seconds if grep {defined $_} @seconds;
3689 } else { # $type eq 'U'
3691 warn "$me _items_cust_bill_pkg adding usage\n"
3694 if ( $cust_bill_pkg->hidden and defined($u) ) {
3695 # if this is a hidden package and there's already a usage
3696 # line for the bundle, add this package's total amount and
3697 # usage details to it
3698 $u->{amount} += $amount;
3699 push @{ $u->{ext_description} }, @d;
3700 } elsif ( $amount ) {
3701 # create a new usage line
3703 billpkgnum => $cust_bill_pkg->billpkgnum,
3704 description => $description,
3705 pkgpart => $pkgpart,
3706 pkgnum => $cust_bill_pkg->pkgnum,
3709 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3711 ext_description => \@d,
3712 locationnum => $cust_pkg->locationnum,
3713 pkg_tax => \@pkg_tax,
3715 } # else this has no usage, so don't create a usage section
3718 } # recurring or usage with recurring charge
3720 } else { # taxes and fees
3722 warn "$me _items_cust_bill_pkg cust_bill_pkg is tax\n"
3725 # items of this kind should normally not have sdate/edate.
3727 'description' => $desc,
3728 'amount' => sprintf('%.2f', $cust_bill_pkg->setup
3729 + $cust_bill_pkg->recur)
3732 } # if package line item / other line item
3734 # decide whether to show active discounts here
3736 # case 1: we are showing a single line for the package
3738 # case 2: we are showing a setup line for a package that has
3739 # no base recurring fee
3740 or ( $type eq 'S' and $cust_bill_pkg->unitrecur == 0 )
3741 # case 3: we are showing a recur line for a package that has
3742 # a base recurring fee
3743 or ( $type eq 'R' and $cust_bill_pkg->unitrecur > 0 )
3746 my $item_discount = $cust_bill_pkg->_item_discount;
3747 if ( $item_discount ) {
3748 # $item_discount->{amount} is negative
3750 if ( $d and $cust_bill_pkg->hidden ) {
3751 $d->{setup_amount} += $item_discount->{setup_amount};
3752 $d->{recur_amount} += $item_discount->{recur_amount};
3754 $d = $item_discount;
3755 $_ = &{$escape_function}($_) foreach @{ $d->{ext_description} };
3758 # update the active line (before the discount) to show the
3759 # original price (whether this is a hidden line or not)
3761 $s->{amount} -= $item_discount->{setup_amount} if $s;
3762 $r->{amount} -= $item_discount->{recur_amount} if $r;
3764 } # if there are any discounts
3765 } # if this is an appropriate place to show discounts
3767 } # foreach $display
3771 # discount amount is internally split up
3773 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
3776 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3778 $_->{amount} = sprintf( "%.2f", $_->{amount} ),
3779 if exists($_->{amount});
3780 $_->{amount} =~ s/^\-0\.00$/0.00/;
3781 if (exists($_->{unit_amount})) {
3782 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3786 #if $_->{amount} != 0
3787 # || $discount_show_always
3788 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3789 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3793 warn "$me _items_cust_bill_pkg done considering cust_bill_pkgs\n"
3800 =item _items_discounts_avail
3802 Returns an array of line item hashrefs representing available term discounts
3803 for this invoice. This makes the same assumptions that apply to term
3804 discounts in general: that the package is billed monthly, at a flat rate,
3805 with no usage charges. A prorated first month will be handled, as will
3806 a setup fee if the discount is allowed to apply to setup fees.
3810 sub _items_discounts_avail {
3813 #maybe move this method from cust_bill when quotations support discount_plans
3814 return () unless $self->can('discount_plans');
3815 my %plans = $self->discount_plans;
3817 my $list_pkgnums = 0; # if any packages are not eligible for all discounts
3818 $list_pkgnums = grep { $_->list_pkgnums } values %plans;
3822 my $plan = $plans{$months};
3824 my $term_total = sprintf('%.2f', $plan->discounted_total);
3825 my $percent = sprintf('%.0f',
3826 100 * (1 - $term_total / $plan->base_total) );
3827 my $permonth = sprintf('%.2f', $term_total / $months);
3828 my $detail = $self->mt('discount on item'). ' '.
3829 join(', ', map { "#$_" } $plan->pkgnums)
3832 # discounts for non-integer months don't work anyway
3833 $months = sprintf("%d", $months);
3836 description => $self->mt('Save [_1]% by paying for [_2] months',
3838 amount => $self->mt('[_1] ([_2] per month)',
3839 $term_total, $money_char.$permonth),
3840 ext_description => ($detail || ''),
3843 sort { $b <=> $a } keys %plans;
3847 =item has_sections AGENTNUM
3849 Return true if invoice_sections should be enabled for this bill.
3850 (Inherited by both cust_bill and cust_bill_void)
3853 * False if not an invoice
3854 * True always if conf invoice_sections is enabled
3855 * True always if sections_by_location is enabled
3856 * True if conf invoice_sections_multilocation > 1,
3857 and location_count >= invoice_sections_multilocation
3863 my ($self, $agentnum) = @_;
3865 return 0 unless $self->invnum > 0;
3867 $agentnum ||= $self->agentnum;
3868 return 1 if $self->conf->config_bool('invoice_sections', $agentnum);
3869 return 1 if $self->conf->exists('sections_by_location', $agentnum);
3871 my $location_min = $self->conf->config(
3872 'invoice_sections_multilocation', $agentnum,
3877 && $self->location_count >= $location_min;
3883 =item location_count
3885 Return the number of locations billed on this invoice
3889 sub location_count {
3891 return 0 unless $self->invnum;
3893 # SELECT COUNT( DISTINCT cust_pkg.locationnum )
3894 # FROM cust_bill_pkg
3895 # LEFT JOIN cust_pkg USING (pkgnum)
3896 # WHERE invnum = 278
3897 # AND cust_bill_pkg.pkgnum > 0
3899 my $result = qsearchs({
3900 select => 'COUNT(DISTINCT cust_pkg.locationnum) as location_count',
3901 table => 'cust_bill_pkg',
3902 addl_from => 'LEFT JOIN cust_pkg USING (pkgnum)',
3903 extra_sql => 'WHERE invnum = '.dbh->quote( $self->invnum )
3904 . ' AND cust_bill_pkg.pkgnum > 0'
3906 ref $result ? $result->location_count : 0;