1 package FS::cust_bill_pkg;
2 use base qw( FS::TemplateItem_Mixin FS::cust_main_Mixin FS::Record );
5 use vars qw( @ISA $DEBUG $me );
7 use List::Util qw( sum min );
9 use FS::Record qw( qsearch qsearchs dbh );
12 use FS::cust_bill_pkg_detail;
13 use FS::cust_bill_pkg_display;
14 use FS::cust_bill_pkg_discount;
15 use FS::cust_bill_pkg_fee;
16 use FS::cust_bill_pay_pkg;
17 use FS::cust_credit_bill_pkg;
18 use FS::cust_tax_exempt_pkg;
19 use FS::cust_bill_pkg_tax_location;
20 use FS::cust_bill_pkg_tax_rate_location;
21 use FS::cust_tax_adjustment;
22 use FS::cust_bill_pkg_void;
23 use FS::cust_bill_pkg_detail_void;
24 use FS::cust_bill_pkg_display_void;
25 use FS::cust_bill_pkg_discount_void;
26 use FS::cust_bill_pkg_tax_location_void;
27 use FS::cust_bill_pkg_tax_rate_location_void;
28 use FS::cust_tax_exempt_pkg_void;
29 use FS::cust_bill_pkg_fee_void;
35 $me = '[FS::cust_bill_pkg]';
39 FS::cust_bill_pkg - Object methods for cust_bill_pkg records
43 use FS::cust_bill_pkg;
45 $record = new FS::cust_bill_pkg \%hash;
46 $record = new FS::cust_bill_pkg { 'column' => 'value' };
48 $error = $record->insert;
50 $error = $record->check;
54 An FS::cust_bill_pkg object represents an invoice line item.
55 FS::cust_bill_pkg inherits from FS::Record. The following fields are
66 invoice (see L<FS::cust_bill>)
70 package (see L<FS::cust_pkg>) or 0 for the special virtual sales tax package, or -1 for the virtual line item (itemdesc is used for the line)
72 =item pkgpart_override
74 optional package definition (see L<FS::part_pkg>) override
86 starting date of recurring fee
90 ending date of recurring fee
94 Line item description (overrides normal package description)
98 If not set, defaults to 1
102 If not set, defaults to setup
106 If not set, defaults to recur
110 If set to Y, indicates data should not appear as separate line item on invoice
114 sdate and edate are specified as UNIX timestamps; see L<perlfunc/"time">. Also
115 see L<Time::Local> and L<Date::Parse> for conversion functions.
123 Creates a new line item. To add the line item to the database, see
124 L<"insert">. Line items are normally created by calling the bill method of a
125 customer object (see L<FS::cust_main>).
129 sub table { 'cust_bill_pkg'; }
131 sub detail_table { 'cust_bill_pkg_detail'; }
132 sub display_table { 'cust_bill_pkg_display'; }
133 sub discount_table { 'cust_bill_pkg_discount'; }
134 #sub tax_location_table { 'cust_bill_pkg_tax_location'; }
135 #sub tax_rate_location_table { 'cust_bill_pkg_tax_rate_location'; }
136 #sub tax_exempt_pkg_table { 'cust_tax_exempt_pkg'; }
140 Adds this line item to the database. If there is an error, returns the error,
141 otherwise returns false.
148 local $SIG{HUP} = 'IGNORE';
149 local $SIG{INT} = 'IGNORE';
150 local $SIG{QUIT} = 'IGNORE';
151 local $SIG{TERM} = 'IGNORE';
152 local $SIG{TSTP} = 'IGNORE';
153 local $SIG{PIPE} = 'IGNORE';
155 my $oldAutoCommit = $FS::UID::AutoCommit;
156 local $FS::UID::AutoCommit = 0;
159 my $error = $self->SUPER::insert;
161 $dbh->rollback if $oldAutoCommit;
165 if ( $self->get('details') ) {
166 foreach my $detail ( @{$self->get('details')} ) {
167 $detail->billpkgnum($self->billpkgnum);
168 $error = $detail->insert;
170 $dbh->rollback if $oldAutoCommit;
171 return "error inserting cust_bill_pkg_detail: $error";
176 if ( $self->get('display') ) {
177 foreach my $cust_bill_pkg_display ( @{ $self->get('display') } ) {
178 $cust_bill_pkg_display->billpkgnum($self->billpkgnum);
179 $error = $cust_bill_pkg_display->insert;
181 $dbh->rollback if $oldAutoCommit;
182 return "error inserting cust_bill_pkg_display: $error";
187 if ( $self->get('discounts') ) {
188 foreach my $cust_bill_pkg_discount ( @{$self->get('discounts')} ) {
189 $cust_bill_pkg_discount->billpkgnum($self->billpkgnum);
190 $error = $cust_bill_pkg_discount->insert;
192 $dbh->rollback if $oldAutoCommit;
193 return "error inserting cust_bill_pkg_discount: $error";
198 foreach my $cust_tax_exempt_pkg ( @{$self->cust_tax_exempt_pkg} ) {
199 $cust_tax_exempt_pkg->billpkgnum($self->billpkgnum);
200 $error = $cust_tax_exempt_pkg->insert;
202 $dbh->rollback if $oldAutoCommit;
203 return "error inserting cust_tax_exempt_pkg: $error";
207 foreach my $tax_link_table (qw(cust_bill_pkg_tax_location
208 cust_bill_pkg_tax_rate_location))
210 my $tax_location = $self->get($tax_link_table) || [];
211 foreach my $link ( @$tax_location ) {
212 my $pkey = $link->primary_key;
213 next if $link->get($pkey); # don't try to double-insert
214 # This cust_bill_pkg can be linked on either side (i.e. it can be the
215 # tax or the taxed item). If the other side is already inserted,
216 # then set billpkgnum to ours, and insert the link. Otherwise,
217 # set billpkgnum to ours and pass the link off to the cust_bill_pkg
218 # on the other side, to be inserted later.
220 my $tax_cust_bill_pkg = $link->get('tax_cust_bill_pkg');
221 if ( $tax_cust_bill_pkg && $tax_cust_bill_pkg->billpkgnum ) {
222 $link->set('billpkgnum', $tax_cust_bill_pkg->billpkgnum);
223 # break circular links when doing this
224 $link->set('tax_cust_bill_pkg', '');
226 my $taxable_cust_bill_pkg = $link->get('taxable_cust_bill_pkg');
227 if ( $taxable_cust_bill_pkg && $taxable_cust_bill_pkg->billpkgnum ) {
228 $link->set('taxable_billpkgnum', $taxable_cust_bill_pkg->billpkgnum);
229 # XXX pkgnum is zero for tax on tax; it might be better to use
230 # the underlying package?
231 $link->set('pkgnum', $taxable_cust_bill_pkg->pkgnum);
232 $link->set('locationnum', $taxable_cust_bill_pkg->tax_locationnum);
233 $link->set('taxable_cust_bill_pkg', '');
236 if ( $link->billpkgnum and $link->taxable_billpkgnum ) {
237 $error = $link->insert;
239 $dbh->rollback if $oldAutoCommit;
240 return "error inserting cust_bill_pkg_tax_location: $error";
244 $other = $link->billpkgnum ? $link->get('taxable_cust_bill_pkg')
245 : $link->get('tax_cust_bill_pkg');
246 my $link_array = $other->get('cust_bill_pkg_tax_location') || [];
247 push @$link_array, $link;
248 $other->set('cust_bill_pkg_tax_location' => $link_array);
253 # someday you will be as awesome as cust_bill_pkg_tax_location...
254 # and today is that day
255 #my $tax_rate_location = $self->get('cust_bill_pkg_tax_rate_location');
256 #if ( $tax_rate_location ) {
257 # foreach my $cust_bill_pkg_tax_rate_location ( @$tax_rate_location ) {
258 # $cust_bill_pkg_tax_rate_location->billpkgnum($self->billpkgnum);
259 # $error = $cust_bill_pkg_tax_rate_location->insert;
261 # $dbh->rollback if $oldAutoCommit;
262 # return "error inserting cust_bill_pkg_tax_rate_location: $error";
267 my $fee_links = $self->get('cust_bill_pkg_fee');
269 foreach my $link ( @$fee_links ) {
270 # very similar to cust_bill_pkg_tax_location, for obvious reasons
271 next if $link->billpkgfeenum; # don't try to double-insert
273 my $target = $link->get('cust_bill_pkg'); # the line item of the fee
274 my $base = $link->get('base_cust_bill_pkg'); # line item it was based on
276 if ( $target and $target->billpkgnum ) {
277 $link->set('billpkgnum', $target->billpkgnum);
278 # base_invnum => null indicates that the fee is based on its own
280 $link->set('base_invnum', $target->invnum) unless $link->base_invnum;
281 $link->set('cust_bill_pkg', '');
284 if ( $base and $base->billpkgnum ) {
285 $link->set('base_billpkgnum', $base->billpkgnum);
286 $link->set('base_cust_bill_pkg', '');
288 # it's based on a line item that's not yet inserted
289 my $link_array = $base->get('cust_bill_pkg_fee') || [];
290 push @$link_array, $link;
291 $base->set('cust_bill_pkg_fee' => $link_array);
292 next; # don't insert the link yet
295 $error = $link->insert;
297 $dbh->rollback if $oldAutoCommit;
298 return "error inserting cust_bill_pkg_fee: $error";
303 if ( my $fee_origin = $self->get('fee_origin') ) {
304 $fee_origin->set('billpkgnum' => $self->billpkgnum);
305 $error = $fee_origin->replace;
307 $dbh->rollback if $oldAutoCommit;
308 return "error updating fee origin record: $error";
312 my $cust_tax_adjustment = $self->get('cust_tax_adjustment');
313 if ( $cust_tax_adjustment ) {
314 $cust_tax_adjustment->billpkgnum($self->billpkgnum);
315 $error = $cust_tax_adjustment->replace;
317 $dbh->rollback if $oldAutoCommit;
318 return "error replacing cust_tax_adjustment: $error";
322 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
329 Voids this line item: deletes the line item and adds a record of the voided
330 line item to the FS::cust_bill_pkg_void table (and related tables).
336 my $reason = scalar(@_) ? shift : '';
338 local $SIG{HUP} = 'IGNORE';
339 local $SIG{INT} = 'IGNORE';
340 local $SIG{QUIT} = 'IGNORE';
341 local $SIG{TERM} = 'IGNORE';
342 local $SIG{TSTP} = 'IGNORE';
343 local $SIG{PIPE} = 'IGNORE';
345 my $oldAutoCommit = $FS::UID::AutoCommit;
346 local $FS::UID::AutoCommit = 0;
349 my $cust_bill_pkg_void = new FS::cust_bill_pkg_void ( {
350 map { $_ => $self->get($_) } $self->fields
352 $cust_bill_pkg_void->reason($reason);
353 my $error = $cust_bill_pkg_void->insert;
355 $dbh->rollback if $oldAutoCommit;
359 foreach my $table (qw(
361 cust_bill_pkg_display
362 cust_bill_pkg_discount
363 cust_bill_pkg_tax_location
364 cust_bill_pkg_tax_rate_location
369 foreach my $linked ( qsearch($table, { billpkgnum=>$self->billpkgnum }) ) {
371 my $vclass = 'FS::'.$table.'_void';
372 my $void = $vclass->new( {
373 map { $_ => $linked->get($_) } $linked->fields
375 my $error = $void->insert || $linked->delete;
377 $dbh->rollback if $oldAutoCommit;
385 $error = $self->delete;
387 $dbh->rollback if $oldAutoCommit;
391 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
406 local $SIG{HUP} = 'IGNORE';
407 local $SIG{INT} = 'IGNORE';
408 local $SIG{QUIT} = 'IGNORE';
409 local $SIG{TERM} = 'IGNORE';
410 local $SIG{TSTP} = 'IGNORE';
411 local $SIG{PIPE} = 'IGNORE';
413 my $oldAutoCommit = $FS::UID::AutoCommit;
414 local $FS::UID::AutoCommit = 0;
417 foreach my $table (qw(
419 cust_bill_pkg_display
420 cust_bill_pkg_discount
421 cust_bill_pkg_tax_location
422 cust_bill_pkg_tax_rate_location
429 foreach my $linked ( qsearch($table, { billpkgnum=>$self->billpkgnum }) ) {
430 my $error = $linked->delete;
432 $dbh->rollback if $oldAutoCommit;
439 foreach my $cust_tax_adjustment (
440 qsearch('cust_tax_adjustment', { billpkgnum=>$self->billpkgnum })
442 $cust_tax_adjustment->billpkgnum(''); #NULL
443 my $error = $cust_tax_adjustment->replace;
445 $dbh->rollback if $oldAutoCommit;
450 my $error = $self->SUPER::delete(@_);
452 $dbh->rollback if $oldAutoCommit;
456 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
462 #alas, bin/follow-tax-rename
464 #=item replace OLD_RECORD
466 #Currently unimplemented. This would be even more of an accounting nightmare
467 #than deleteing the items. Just don't do it.
472 # return "Can't modify cust_bill_pkg records!";
477 Checks all fields to make sure this is a valid line item. If there is an
478 error, returns the error, otherwise returns false. Called by the insert
487 $self->ut_numbern('billpkgnum')
488 || $self->ut_snumber('pkgnum')
489 || $self->ut_number('invnum')
490 || $self->ut_money('setup')
491 || $self->ut_money('recur')
492 || $self->ut_numbern('sdate')
493 || $self->ut_numbern('edate')
494 || $self->ut_textn('itemdesc')
495 || $self->ut_textn('itemcomment')
496 || $self->ut_enum('hidden', [ '', 'Y' ])
498 return $error if $error;
500 $self->regularize_details;
502 #if ( $self->pkgnum != 0 ) { #allow unchecked pkgnum 0 for tax! (add to part_pkg?)
503 if ( $self->pkgnum > 0 ) { #allow -1 for non-pkg line items and 0 for tax (add to part_pkg?)
504 return "Unknown pkgnum ". $self->pkgnum
505 unless qsearchs( 'cust_pkg', { 'pkgnum' => $self->pkgnum } );
508 return "Unknown invnum"
509 unless qsearchs( 'cust_bill' ,{ 'invnum' => $self->invnum } );
514 =item regularize_details
516 Converts the contents of the 'details' pseudo-field to
517 L<FS::cust_bill_pkg_detail> objects, if they aren't already.
521 sub regularize_details {
523 if ( $self->get('details') ) {
524 foreach my $detail ( @{$self->get('details')} ) {
525 if ( ref($detail) ne 'FS::cust_bill_pkg_detail' ) {
526 # then turn it into one
528 if ( ! ref($detail) ) {
529 $hash{'detail'} = $detail;
531 elsif ( ref($detail) eq 'HASH' ) {
534 elsif ( ref($detail) eq 'ARRAY' ) {
535 carp "passing invoice details as arrays is deprecated";
536 #carp "this way sucks, use a hash"; #but more useful/friendly
537 $hash{'format'} = $detail->[0];
538 $hash{'detail'} = $detail->[1];
539 $hash{'amount'} = $detail->[2];
540 $hash{'classnum'} = $detail->[3];
541 $hash{'phonenum'} = $detail->[4];
542 $hash{'accountcode'} = $detail->[5];
543 $hash{'startdate'} = $detail->[6];
544 $hash{'duration'} = $detail->[7];
545 $hash{'regionname'} = $detail->[8];
548 die "unknown detail type ". ref($detail);
550 $detail = new FS::cust_bill_pkg_detail \%hash;
552 $detail->billpkgnum($self->billpkgnum) if $self->billpkgnum;
558 =item set_exemptions TAXOBJECT, OPTIONS
560 Sets up tax exemptions. TAXOBJECT is the L<FS::cust_main_county> or
561 L<FS::tax_rate> record for the tax.
563 This will deal with the following cases:
567 =item Fully exempt customers (cust_main.tax flag) or customer classes
570 =item Customers exempt from specific named taxes (cust_main_exemption
573 =item Taxes that don't apply to setup or recurring fees
574 (cust_main_county.setuptax and recurtax, tax_rate.setuptax and recurtax).
576 =item Packages that are marked as tax-exempt (part_pkg.setuptax,
579 =item Fees that aren't marked as taxable (part_fee.taxable).
583 It does NOT deal with monthly tax exemptions, which need more context
584 than this humble little method cares to deal with.
586 OPTIONS should include "custnum" => the customer number if this tax line
587 hasn't been inserted (which it probably hasn't).
589 Returns a list of exemption objects, which will also be attached to the
590 line item as the 'cust_tax_exempt_pkg' pseudo-field. Inserting the line
591 item will insert these records as well.
600 my $part_pkg = $self->part_pkg;
601 my $part_fee = $self->part_fee;
604 my $custnum = $opt{custnum};
605 $custnum ||= $self->cust_bill->custnum if $self->cust_bill;
607 $cust_main = FS::cust_main->by_key( $custnum )
608 or die "set_exemptions can't identify customer (pass custnum option)\n";
611 my $taxable_charged = $self->setup + $self->recur;
612 return unless $taxable_charged > 0;
614 ### Fully exempt customer ###
616 my $conf = FS::Conf->new;
617 if ( $conf->exists('cust_class-tax_exempt') ) {
618 my $cust_class = $cust_main->cust_class;
619 $exempt_cust = $cust_class->tax if $cust_class;
621 $exempt_cust = $cust_main->tax;
624 ### Exemption from named tax ###
625 my $exempt_cust_taxname;
626 if ( !$exempt_cust and $tax->taxname ) {
627 $exempt_cust_taxname = $cust_main->tax_exemption($tax->taxname);
630 if ( $exempt_cust ) {
632 push @new_exemptions, FS::cust_tax_exempt_pkg->new({
633 amount => $taxable_charged,
636 $taxable_charged = 0;
638 } elsif ( $exempt_cust_taxname ) {
640 push @new_exemptions, FS::cust_tax_exempt_pkg->new({
641 amount => $taxable_charged,
642 exempt_cust_taxname => 'Y',
644 $taxable_charged = 0;
648 my $exempt_setup = ( ($part_fee and not $part_fee->taxable)
649 or ($part_pkg and $part_pkg->setuptax)
654 and $taxable_charged > 0 ) {
656 push @new_exemptions, FS::cust_tax_exempt_pkg->new({
657 amount => $self->setup,
660 $taxable_charged -= $self->setup;
664 my $exempt_recur = ( ($part_fee and not $part_fee->taxable)
665 or ($part_pkg and $part_pkg->recurtax)
670 and $taxable_charged > 0 ) {
672 push @new_exemptions, FS::cust_tax_exempt_pkg->new({
673 amount => $self->recur,
676 $taxable_charged -= $self->recur;
680 foreach (@new_exemptions) {
681 $_->set('taxnum', $tax->taxnum);
682 $_->set('taxtype', ref($tax));
685 push @{ $self->cust_tax_exempt_pkg }, @new_exemptions;
686 return @new_exemptions;
692 Returns the invoice (see L<FS::cust_bill>) for this invoice line item.
698 qsearchs( 'cust_bill', { 'invnum' => $self->invnum } );
703 Returns the customer (L<FS::cust_main> object) for this line item.
708 # required for cust_main_Mixin equivalence
709 # and use cust_bill instead of cust_pkg because this might not have a
712 my $cust_bill = $self->cust_bill or return '';
713 $cust_bill->cust_main;
716 =item previous_cust_bill_pkg
718 Returns the previous cust_bill_pkg for this package, if any.
722 sub previous_cust_bill_pkg {
724 return unless $self->sdate;
726 'table' => 'cust_bill_pkg',
727 'hashref' => { 'pkgnum' => $self->pkgnum,
728 'sdate' => { op=>'<', value=>$self->sdate },
730 'order_by' => 'ORDER BY sdate DESC LIMIT 1',
736 Returns the amount owed (still outstanding) on this line item's setup fee,
737 which is the amount of the line item minus all payment applications (see
738 L<FS::cust_bill_pay_pkg> and credit applications (see
739 L<FS::cust_credit_bill_pkg>).
745 $self->owed('setup', @_);
750 Returns the amount owed (still outstanding) on this line item's recurring fee,
751 which is the amount of the line item minus all payment applications (see
752 L<FS::cust_bill_pay_pkg> and credit applications (see
753 L<FS::cust_credit_bill_pkg>).
759 $self->owed('recur', @_);
762 # modeled after cust_bill::owed...
764 my( $self, $field ) = @_;
765 my $balance = $self->$field();
766 $balance -= $_->amount foreach ( $self->cust_bill_pay_pkg($field) );
767 $balance -= $_->amount foreach ( $self->cust_credit_bill_pkg($field) );
768 $balance = sprintf( '%.2f', $balance );
769 $balance =~ s/^\-0\.00$/0.00/; #yay ieee fp
775 my( $self, $field ) = @_;
776 my $balance = $self->$field();
777 $balance -= $_->amount foreach ( $self->cust_credit_bill_pkg($field) );
778 $balance = sprintf( '%.2f', $balance );
779 $balance =~ s/^\-0\.00$/0.00/; #yay ieee fp
783 sub cust_bill_pay_pkg {
784 my( $self, $field ) = @_;
785 qsearch( 'cust_bill_pay_pkg', { 'billpkgnum' => $self->billpkgnum,
786 'setuprecur' => $field,
791 sub cust_credit_bill_pkg {
792 my( $self, $field ) = @_;
793 qsearch( 'cust_credit_bill_pkg', { 'billpkgnum' => $self->billpkgnum,
794 'setuprecur' => $field,
801 Returns the number of billing units (for tax purposes) represented by this,
808 $self->pkgnum ? $self->part_pkg->calc_units($self->cust_pkg) : 0; # 1?
813 If this item has any discounts, returns a hashref in the format used
814 by L<FS::Template_Mixin/_items_cust_bill_pkg> to describe the discount(s)
815 on an invoice. This will contain the keys 'description', 'amount',
816 'ext_description' (an arrayref of text lines describing the discounts),
817 and '_is_discount' (a flag).
819 The value for 'amount' will be negative, and will be scaled for the package
826 my @pkg_discounts = $self->pkg_discount;
827 return if @pkg_discounts == 0;
828 # special case: if there are old "discount details" on this line item, don't
829 # show discount line items
830 if ( FS::cust_bill_pkg_detail->count("detail LIKE 'Includes discount%' AND billpkgnum = ?", $self->billpkgnum || 0) > 0 ) {
837 description => $self->mt('Discount'),
839 ext_description => \@ext,
840 # maybe should show quantity/unit discount?
842 foreach my $pkg_discount (@pkg_discounts) {
843 push @ext, $pkg_discount->description;
844 $d->{amount} -= $pkg_discount->amount;
846 $d->{amount} *= $self->quantity || 1;
851 =item set_display OPTION => VALUE ...
853 A helper method for I<insert>, populates the pseudo-field B<display> with
854 appropriate FS::cust_bill_pkg_display objects.
856 Options are passed as a list of name/value pairs. Options are:
858 part_pkg: FS::part_pkg object from this line item's package.
860 real_pkgpart: if this line item comes from a bundled package, the pkgpart
861 of the owning package. Otherwise the same as the part_pkg's pkgpart above.
866 my( $self, %opt ) = @_;
867 my $part_pkg = $opt{'part_pkg'};
868 my $cust_pkg = new FS::cust_pkg { pkgpart => $opt{real_pkgpart} };
870 my $conf = new FS::Conf;
872 # whether to break this down into setup/recur/usage
873 my $separate = $conf->exists('separate_usage');
875 my $usage_mandate = $part_pkg->option('usage_mandate', 'Hush!')
876 || $cust_pkg->part_pkg->option('usage_mandate', 'Hush!');
878 # or use the category from $opt{'part_pkg'} if its not bundled?
879 my $categoryname = $cust_pkg->part_pkg->categoryname;
881 # if we don't have to separate setup/recur/usage, or put this in a
882 # package-specific section, or display a usage summary, then don't
883 # even create one of these. The item will just display in the unnamed
884 # section as a single line plus details.
885 return $self->set('display', [])
886 unless $separate || $categoryname || $usage_mandate;
890 my %hash = ( 'section' => $categoryname );
892 # whether to put usage details in a separate section, and if so, which one
893 my $usage_section = $part_pkg->option('usage_section', 'Hush!')
894 || $cust_pkg->part_pkg->option('usage_section', 'Hush!');
896 # whether to show a usage summary line (total usage charges, no details)
897 my $summary = $part_pkg->option('summarize_usage', 'Hush!')
898 || $cust_pkg->part_pkg->option('summarize_usage', 'Hush!');
901 # create lines for setup and (non-usage) recur, in the main section
902 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
903 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
905 # display everything in a single line
906 push @display, new FS::cust_bill_pkg_display
909 # and if usage_mandate is enabled, hide details
910 # (this only works on multisection invoices...)
911 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
915 if ($separate && $usage_section && $summary) {
916 # create a line for the usage summary in the main section
917 push @display, new FS::cust_bill_pkg_display { type => 'U',
923 if ($usage_mandate || ($usage_section && $summary) ) {
924 $hash{post_total} = 'Y';
927 if ($separate || $usage_mandate) {
928 # show call details for this line item in the usage section.
929 # if usage_mandate is on, this will display below the section subtotal.
930 # this also happens if usage is in a separate section and there's a
931 # summary in the main section, though I'm not sure why.
932 $hash{section} = $usage_section if $usage_section;
933 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
936 $self->set('display', \@display);
942 Returns a hash: keys are "setup", "recur" or usage classnum, values are
943 FS::cust_bill_pkg objects, each with no more than a single class (setup or
950 # XXX this goes away with cust_bill_pkg refactor
951 # or at least I wish it would, but it turns out to be harder than
954 #my $cust_bill_pkg = new FS::cust_bill_pkg { $self->hash }; # wha huh?
955 my %cust_bill_pkg = ();
958 foreach my $classnum ($self->usage_classes) {
959 next if $classnum eq ''; # null-class usage is included in 'recur'
960 my $amount = $self->usage($classnum);
961 next if $amount == 0; # though if so we shouldn't be here
962 my $usage_item = FS::cust_bill_pkg->new({
966 'taxclass' => $classnum,
969 $cust_bill_pkg{$classnum} = $usage_item;
970 $usage_total += $amount;
973 foreach (qw(setup recur)) {
974 next if ($self->get($_) == 0);
975 my $item = FS::cust_bill_pkg->new({
982 $item->set($_, $self->get($_));
983 $cust_bill_pkg{$_} = $item;
987 $cust_bill_pkg{recur}->set('recur',
988 sprintf('%.2f', $cust_bill_pkg{recur}->get('recur') - $usage_total)
997 Returns the amount of the charge associated with usage class CLASSNUM if
998 CLASSNUM is defined. Otherwise returns the total charge associated with
1004 my( $self, $classnum ) = @_;
1005 $self->regularize_details;
1007 if ( $self->get('details') ) {
1010 map { $_->amount || 0 }
1011 grep { !defined($classnum) or $classnum eq $_->classnum }
1012 @{ $self->get('details') }
1017 my $sql = 'SELECT SUM(COALESCE(amount,0)) FROM cust_bill_pkg_detail '.
1018 ' WHERE billpkgnum = '. $self->billpkgnum;
1019 if (defined $classnum) {
1020 if ($classnum =~ /^(\d+)$/) {
1021 $sql .= " AND classnum = $1";
1022 } elsif (defined($classnum) and $classnum eq '') {
1023 $sql .= " AND classnum IS NULL";
1027 my $sth = dbh->prepare($sql) or die dbh->errstr;
1028 $sth->execute or die $sth->errstr;
1030 return $sth->fetchrow_arrayref->[0] || 0;
1038 Returns a list of usage classnums associated with this invoice line's
1045 $self->regularize_details;
1047 if ( $self->get('details') ) {
1049 my %seen = ( map { $_->classnum => 1 } @{ $self->get('details') } );
1054 map { $_->classnum }
1055 qsearch({ table => 'cust_bill_pkg_detail',
1056 hashref => { billpkgnum => $self->billpkgnum },
1057 select => 'DISTINCT classnum',
1064 sub cust_tax_exempt_pkg {
1067 my $array = $self->{Hash}->{cust_tax_exempt_pkg} ||= [];
1070 =item cust_bill_pkg_fee
1072 Returns the list of associated cust_bill_pkg_fee objects, if this is
1077 sub cust_bill_pkg_fee {
1079 qsearch('cust_bill_pkg_fee', { billpkgnum => $self->billpkgnum });
1082 =item cust_bill_pkg_tax_Xlocation
1084 Returns the list of associated cust_bill_pkg_tax_location and/or
1085 cust_bill_pkg_tax_rate_location objects
1089 sub cust_bill_pkg_tax_Xlocation {
1092 my %hash = ( 'billpkgnum' => $self->billpkgnum );
1095 qsearch ( 'cust_bill_pkg_tax_location', { %hash } ),
1096 qsearch ( 'cust_bill_pkg_tax_rate_location', { %hash } )
1101 =item recur_show_zero
1105 sub recur_show_zero { shift->_X_show_zero('recur'); }
1106 sub setup_show_zero { shift->_X_show_zero('setup'); }
1109 my( $self, $what ) = @_;
1111 return 0 unless $self->$what() == 0 && $self->pkgnum;
1113 $self->cust_pkg->_X_show_zero($what);
1116 =item credited [ BEFORE, AFTER, OPTIONS ]
1118 Returns the sum of credits applied to this item. Arguments are the same as
1119 owed_sql/paid_sql/credited_sql.
1125 $self->scalar_sql('SELECT '. $self->credited_sql(@_).' FROM cust_bill_pkg WHERE billpkgnum = ?', $self->billpkgnum);
1128 =item tax_locationnum
1130 Returns the L<FS::cust_location> number that this line item is in for tax
1131 purposes. For package sales, it's the package tax location; for fees,
1132 it's the customer's default service location.
1136 sub tax_locationnum {
1138 if ( $self->pkgnum ) { # normal sales
1139 return $self->cust_pkg->tax_locationnum;
1140 } elsif ( $self->feepart and $self->invnum ) { # fees
1141 return $self->cust_bill->cust_main->ship_locationnum;
1149 if ( $self->pkgnum ) { # normal sales
1150 return $self->cust_pkg->tax_location;
1151 } elsif ( $self->feepart and $self->invnum ) { # fees
1152 return $self->cust_bill->cust_main->ship_location;
1160 =head1 CLASS METHODS
1166 Returns an SQL expression for the total usage charges in details on
1172 '(SELECT COALESCE(SUM(cust_bill_pkg_detail.amount),0)
1173 FROM cust_bill_pkg_detail
1174 WHERE cust_bill_pkg_detail.billpkgnum = cust_bill_pkg.billpkgnum)';
1176 sub usage_sql { $usage_sql }
1178 # this makes owed_sql, etc. much more concise
1180 my ($class, $start, $end, %opt) = @_;
1181 my $setuprecur = $opt{setuprecur} || '';
1183 $setuprecur =~ /^s/ ? 'cust_bill_pkg.setup' :
1184 $setuprecur =~ /^r/ ? 'cust_bill_pkg.recur' :
1185 'cust_bill_pkg.setup + cust_bill_pkg.recur';
1187 if ($opt{no_usage} and $charged =~ /recur/) {
1188 $charged = "$charged - $usage_sql"
1195 =item owed_sql [ BEFORE, AFTER, OPTIONS ]
1197 Returns an SQL expression for the amount owed. BEFORE and AFTER specify
1198 a date window. OPTIONS may include 'no_usage' (excludes usage charges)
1199 and 'setuprecur' (set to "setup" or "recur" to limit to one or the other).
1205 '(' . $class->charged_sql(@_) .
1206 ' - ' . $class->paid_sql(@_) .
1207 ' - ' . $class->credited_sql(@_) . ')'
1210 =item paid_sql [ BEFORE, AFTER, OPTIONS ]
1212 Returns an SQL expression for the sum of payments applied to this item.
1217 my ($class, $start, $end, %opt) = @_;
1218 my $s = $start ? "AND cust_pay._date <= $start" : '';
1219 my $e = $end ? "AND cust_pay._date > $end" : '';
1220 my $setuprecur = $opt{setuprecur} || '';
1221 $setuprecur = 'setup' if $setuprecur =~ /^s/;
1222 $setuprecur = 'recur' if $setuprecur =~ /^r/;
1223 $setuprecur &&= "AND setuprecur = '$setuprecur'";
1225 my $paid = "( SELECT COALESCE(SUM(cust_bill_pay_pkg.amount),0)
1226 FROM cust_bill_pay_pkg JOIN cust_bill_pay USING (billpaynum)
1227 JOIN cust_pay USING (paynum)
1228 WHERE cust_bill_pay_pkg.billpkgnum = cust_bill_pkg.billpkgnum
1229 $s $e $setuprecur )";
1231 if ( $opt{no_usage} ) {
1232 # cap the amount paid at the sum of non-usage charges,
1233 # minus the amount credited against non-usage charges
1235 $class->charged_sql($start, $end, %opt) . ' - ' .
1236 $class->credited_sql($start, $end, %opt).')';
1245 my ($class, $start, $end, %opt) = @_;
1246 my $s = $start ? "AND cust_credit._date <= $start" : '';
1247 my $e = $end ? "AND cust_credit._date > $end" : '';
1248 my $setuprecur = $opt{setuprecur} || '';
1249 $setuprecur = 'setup' if $setuprecur =~ /^s/;
1250 $setuprecur = 'recur' if $setuprecur =~ /^r/;
1251 $setuprecur &&= "AND setuprecur = '$setuprecur'";
1253 my $credited = "( SELECT COALESCE(SUM(cust_credit_bill_pkg.amount),0)
1254 FROM cust_credit_bill_pkg JOIN cust_credit_bill USING (creditbillnum)
1255 JOIN cust_credit USING (crednum)
1256 WHERE cust_credit_bill_pkg.billpkgnum = cust_bill_pkg.billpkgnum
1257 $s $e $setuprecur )";
1259 if ( $opt{no_usage} ) {
1260 # cap the amount credited at the sum of non-usage charges
1261 "LEAST($credited, ". $class->charged_sql($start, $end, %opt).')';
1269 sub upgrade_tax_location {
1270 # For taxes that were calculated/invoiced before cust_location refactoring
1271 # (May-June 2012), there are no cust_bill_pkg_tax_location records unless
1272 # they were calculated on a package-location basis. Create them here,
1273 # along with any necessary cust_location records and any tax exemption
1276 my ($class, %opt) = @_;
1277 # %opt may include 's' and 'e': start and end date ranges
1278 # and 'X': abort on any error, instead of just rolling back changes to
1281 my $oldAutoCommit = $FS::UID::AutoCommit;
1282 local $FS::UID::AutoCommit = 0;
1285 use FS::h_cust_main;
1286 use FS::h_cust_bill;
1288 use FS::h_cust_main_exemption;
1291 local $FS::cust_location::import = 1;
1293 my $conf = FS::Conf->new; # h_conf?
1294 return if $conf->exists('enable_taxproducts'); #don't touch this case
1295 my $use_ship = $conf->exists('tax-ship_address');
1296 my $use_pkgloc = $conf->exists('tax-pkg_address');
1298 my $date_where = '';
1300 $date_where .= " AND cust_bill._date >= $opt{s}";
1303 $date_where .= " AND cust_bill._date < $opt{e}";
1306 my $commit_each_invoice = 1 unless $opt{X};
1308 # if an invoice has either of these kinds of objects, then it doesn't
1309 # need to be upgraded...probably
1310 my $sub_has_tax_link = 'SELECT 1 FROM cust_bill_pkg_tax_location'.
1311 ' JOIN cust_bill_pkg USING (billpkgnum)'.
1312 ' WHERE cust_bill_pkg.invnum = cust_bill.invnum';
1313 my $sub_has_exempt = 'SELECT 1 FROM cust_tax_exempt_pkg'.
1314 ' JOIN cust_bill_pkg USING (billpkgnum)'.
1315 ' WHERE cust_bill_pkg.invnum = cust_bill.invnum'.
1316 ' AND exempt_monthly IS NULL';
1318 my %all_tax_names = (
1321 map { $_->taxname => 1 }
1322 qsearch('h_cust_main_county', { taxname => { op => '!=', value => '' }})
1325 my $search = FS::Cursor->new({
1326 table => 'cust_bill',
1328 extra_sql => "WHERE NOT EXISTS($sub_has_tax_link) ".
1329 "AND NOT EXISTS($sub_has_exempt) ".
1333 #print "Processing ".scalar(@invnums)." invoices...\n";
1337 while (my $cust_bill = $search->fetch) {
1338 my $invnum = $cust_bill->invnum;
1340 print STDERR "Invoice #$invnum\n";
1342 my %pkgpart_taxclass; # pkgpart => taxclass
1343 my %pkgpart_exempt_setup;
1344 my %pkgpart_exempt_recur;
1345 my $h_cust_bill = qsearchs('h_cust_bill',
1346 { invnum => $invnum,
1347 history_action => 'insert' });
1348 if (!$h_cust_bill) {
1349 warn "no insert record for invoice $invnum; skipped\n";
1350 #$date = $cust_bill->_date as a fallback?
1351 # We're trying to avoid using non-real dates (-d/-y invoice dates)
1352 # when looking up history records in other tables.
1355 my $custnum = $h_cust_bill->custnum;
1357 # Determine the address corresponding to this tax region.
1358 # It's either the bill or ship address of the customer as of the
1359 # invoice date-of-insertion. (Not necessarily the invoice date.)
1360 my $date = $h_cust_bill->history_date;
1361 my $h_cust_main = qsearchs('h_cust_main',
1362 { custnum => $custnum },
1363 FS::h_cust_main->sql_h_searchs($date)
1365 if (!$h_cust_main ) {
1366 warn "no historical address for cust#".$h_cust_bill->custnum."; skipped\n";
1368 # fallback to current $cust_main? sounds dangerous.
1371 # This is a historical customer record, so it has a historical address.
1372 # If there's no cust_location matching this custnum and address (there
1373 # probably isn't), create one.
1374 my %tax_loc; # keys are pkgnums, values are cust_location objects
1375 my $default_tax_loc;
1376 if ( $h_cust_main->bill_locationnum ) {
1377 # the location has already been upgraded
1379 $default_tax_loc = $h_cust_main->ship_location;
1381 $default_tax_loc = $h_cust_main->bill_location;
1384 $pre = 'ship_' if $use_ship and length($h_cust_main->get('ship_last'));
1385 my %hash = map { $_ => $h_cust_main->get($pre.$_) }
1386 FS::cust_main->location_fields;
1387 # not really needed for this, and often result in duplicate locations
1388 delete @hash{qw(censustract censusyear latitude longitude coord_auto)};
1390 $hash{custnum} = $h_cust_main->custnum;
1391 $default_tax_loc = FS::cust_location->new(\%hash);
1392 my $error = $default_tax_loc->find_or_insert || $default_tax_loc->disable_if_unused;
1394 warn "couldn't create historical location record for cust#".
1395 $h_cust_main->custnum.": $error\n";
1400 $exempt_cust = 1 if $h_cust_main->tax;
1402 # classify line items
1404 my %nontax_items; # taxclass => array of cust_bill_pkg
1405 foreach my $item ($h_cust_bill->cust_bill_pkg) {
1406 my $pkgnum = $item->pkgnum;
1408 if ( $pkgnum == 0 ) {
1410 push @tax_items, $item;
1413 # (pkgparts really shouldn't change, right?)
1414 my $h_cust_pkg = qsearchs('h_cust_pkg', { pkgnum => $pkgnum },
1415 FS::h_cust_pkg->sql_h_searchs($date)
1417 if ( !$h_cust_pkg ) {
1418 warn "no historical package #".$item->pkgpart."; skipped\n";
1421 my $pkgpart = $h_cust_pkg->pkgpart;
1423 if ( $use_pkgloc and $h_cust_pkg->locationnum ) {
1424 # then this package already had a locationnum assigned, and that's
1425 # the one to use for tax calculation
1426 $tax_loc{$pkgnum} = FS::cust_location->by_key($h_cust_pkg->locationnum);
1428 # use the customer's bill or ship loc, which was inserted earlier
1429 $tax_loc{$pkgnum} = $default_tax_loc;
1432 if (!exists $pkgpart_taxclass{$pkgpart}) {
1433 my $h_part_pkg = qsearchs('h_part_pkg', { pkgpart => $pkgpart },
1434 FS::h_part_pkg->sql_h_searchs($date)
1436 if ( !$h_part_pkg ) {
1437 warn "no historical package def #$pkgpart; skipped\n";
1440 $pkgpart_taxclass{$pkgpart} = $h_part_pkg->taxclass || '';
1441 $pkgpart_exempt_setup{$pkgpart} = 1 if $h_part_pkg->setuptax;
1442 $pkgpart_exempt_recur{$pkgpart} = 1 if $h_part_pkg->recurtax;
1445 # mark any exemptions that apply
1446 if ( $pkgpart_exempt_setup{$pkgpart} ) {
1447 $item->set('exempt_setup' => 1);
1450 if ( $pkgpart_exempt_recur{$pkgpart} ) {
1451 $item->set('exempt_recur' => 1);
1454 my $taxclass = $pkgpart_taxclass{ $pkgpart };
1456 $nontax_items{$taxclass} ||= [];
1457 push @{ $nontax_items{$taxclass} }, $item;
1461 printf("%d tax items: \$%.2f\n", scalar(@tax_items), map {$_->setup} @tax_items)
1464 # Get any per-customer taxname exemptions that were in effect.
1465 my %exempt_cust_taxname;
1466 foreach (keys %all_tax_names) {
1467 my $h_exemption = qsearchs('h_cust_main_exemption', {
1468 'custnum' => $custnum,
1471 FS::h_cust_main_exemption->sql_h_searchs($date, $date)
1474 $exempt_cust_taxname{ $_ } = 1;
1478 # Use a variation on the procedure in
1479 # FS::cust_main::Billing::_handle_taxes to identify taxes that apply
1481 my @loc_keys = qw( district city county state country );
1482 my %taxdef_by_name; # by name, and then by taxclass
1483 my %est_tax; # by name, and then by taxclass
1484 my %taxable_items; # by taxnum, and then an array
1486 foreach my $taxclass (keys %nontax_items) {
1487 foreach my $orig_item (@{ $nontax_items{$taxclass} }) {
1488 my $my_tax_loc = $tax_loc{ $orig_item->pkgnum };
1489 my %myhash = map { $_ => $my_tax_loc->get($pre.$_) } @loc_keys;
1490 my @elim = qw( district city county state );
1491 my @taxdefs; # because there may be several with different taxnames
1493 $myhash{taxclass} = $taxclass;
1494 @taxdefs = qsearch('cust_main_county', \%myhash);
1496 $myhash{taxclass} = '';
1497 @taxdefs = qsearch('cust_main_county', \%myhash);
1499 $myhash{ shift @elim } = '';
1500 } while scalar(@elim) and !@taxdefs;
1502 foreach my $taxdef (@taxdefs) {
1503 next if $taxdef->tax == 0;
1504 $taxdef_by_name{$taxdef->taxname}{$taxdef->taxclass} = $taxdef;
1506 $taxable_items{$taxdef->taxnum} ||= [];
1507 # clone the item so that taxdef-dependent changes don't
1508 # change it for other taxdefs
1509 my $item = FS::cust_bill_pkg->new({ $orig_item->hash });
1511 # these flags are already set if the part_pkg declares itself exempt
1512 $item->set('exempt_setup' => 1) if $taxdef->setuptax;
1513 $item->set('exempt_recur' => 1) if $taxdef->recurtax;
1516 my $taxable = $item->setup + $item->recur;
1518 # h_cust_credit_bill_pkg?
1519 # NO. Because if these exemptions HAD been created at the time of
1520 # billing, and then a credit applied later, the exemption would
1521 # have been adjusted by the amount of the credit. So we adjust
1522 # the taxable amount before creating the exemption.
1523 # But don't deduct the credit from taxable, because the tax was
1524 # calculated before the credit was applied.
1525 foreach my $f (qw(setup recur)) {
1526 my $credited = FS::Record->scalar_sql(
1527 "SELECT SUM(amount) FROM cust_credit_bill_pkg ".
1528 "WHERE billpkgnum = ? AND setuprecur = ?",
1532 $item->set($f, $item->get($f) - $credited) if $credited;
1534 my $existing_exempt = FS::Record->scalar_sql(
1535 "SELECT SUM(amount) FROM cust_tax_exempt_pkg WHERE ".
1536 "billpkgnum = ? AND taxnum = ?",
1537 $item->billpkgnum, $taxdef->taxnum
1539 $taxable -= $existing_exempt;
1541 if ( $taxable and $exempt_cust ) {
1542 push @new_exempt, { exempt_cust => 'Y', amount => $taxable };
1545 if ( $taxable and $exempt_cust_taxname{$taxdef->taxname} ){
1546 push @new_exempt, { exempt_cust_taxname => 'Y', amount => $taxable };
1549 if ( $taxable and $item->exempt_setup ) {
1550 push @new_exempt, { exempt_setup => 'Y', amount => $item->setup };
1551 $taxable -= $item->setup;
1553 if ( $taxable and $item->exempt_recur ) {
1554 push @new_exempt, { exempt_recur => 'Y', amount => $item->recur };
1555 $taxable -= $item->recur;
1558 $item->set('taxable' => $taxable);
1559 push @{ $taxable_items{$taxdef->taxnum} }, $item
1562 # estimate the amount of tax (this is necessary because different
1563 # taxdefs with the same taxname may have different tax rates)
1564 # and sum that for each taxname/taxclass combination
1566 $est_tax{$taxdef->taxname} ||= {};
1567 $est_tax{$taxdef->taxname}{$taxdef->taxclass} ||= 0;
1568 $est_tax{$taxdef->taxname}{$taxdef->taxclass} +=
1569 $taxable * $taxdef->tax;
1571 foreach (@new_exempt) {
1572 next if $_->{amount} == 0;
1573 my $cust_tax_exempt_pkg = FS::cust_tax_exempt_pkg->new({
1575 billpkgnum => $item->billpkgnum,
1576 taxnum => $taxdef->taxnum,
1578 my $error = $cust_tax_exempt_pkg->insert;
1580 my $pkgnum = $item->pkgnum;
1581 warn "error creating tax exemption for inv$invnum pkg$pkgnum:".
1585 } #foreach @new_exempt
1588 } #foreach $taxclass
1590 # Now go through the billed taxes and match them up with the line items.
1591 TAX_ITEM: foreach my $tax_item ( @tax_items )
1593 my $taxname = $tax_item->itemdesc;
1594 $taxname = '' if $taxname eq 'Tax';
1596 if ( !exists( $taxdef_by_name{$taxname} ) ) {
1597 # then we didn't find any applicable taxes with this name
1598 warn "no definition found for tax item '$taxname', custnum $custnum\n";
1599 # possibly all of these should be "next TAX_ITEM", but whole invoices
1600 # are transaction protected and we can go back and retry them.
1603 # classname => cust_main_county
1604 my %taxdef_by_class = %{ $taxdef_by_name{$taxname} };
1606 # Divide the tax item among taxclasses, if necessary
1607 # classname => estimated tax amount
1608 my $this_est_tax = $est_tax{$taxname};
1609 if (!defined $this_est_tax) {
1610 warn "no taxable sales found for inv#$invnum, tax item '$taxname'.\n";
1613 my $est_total = sum(values %$this_est_tax);
1614 if ( $est_total == 0 ) {
1616 warn "estimated tax on invoice #$invnum is zero.\n";
1620 my $real_tax = $tax_item->setup;
1621 printf ("Distributing \$%.2f tax:\n", $real_tax);
1622 my $cents_remaining = $real_tax * 100; # for rounding error
1623 my @tax_links; # partial CBPTL hashrefs
1624 foreach my $taxclass (keys %taxdef_by_class) {
1625 my $taxdef = $taxdef_by_class{$taxclass};
1626 # these items already have "taxable" set to their charge amount
1627 # after applying any credits or exemptions
1628 my @items = @{ $taxable_items{$taxdef->taxnum} };
1629 my $subtotal = sum(map {$_->get('taxable')} @items);
1630 printf("\t$taxclass: %.2f\n", $this_est_tax->{$taxclass}/$est_total);
1632 foreach my $nontax (@items) {
1633 my $my_tax_loc = $tax_loc{ $nontax->pkgnum };
1634 my $part = int($real_tax
1636 * ($this_est_tax->{$taxclass}/$est_total)
1638 * ($nontax->get('taxable'))/$subtotal
1642 $cents_remaining -= $part;
1644 taxnum => $taxdef->taxnum,
1645 pkgnum => $nontax->pkgnum,
1646 locationnum => $my_tax_loc->locationnum,
1647 billpkgnum => $nontax->billpkgnum,
1651 } #foreach $taxclass
1652 # Distribute any leftover tax round-robin style, one cent at a time.
1654 my $nlinks = scalar(@tax_links);
1656 # ensure that it really is an integer
1657 $cents_remaining = sprintf('%.0f', $cents_remaining);
1658 while ($cents_remaining > 0) {
1659 $tax_links[$i % $nlinks]->{cents} += 1;
1664 warn "Can't create tax links--no taxable items found.\n";
1668 # Gather credit/payment applications so that we can link them
1671 qsearch( 'cust_credit_bill_pkg',
1672 { billpkgnum => $tax_item->billpkgnum, billpkgtaxlocationnum => '' }
1674 qsearch( 'cust_bill_pay_pkg',
1675 { billpkgnum => $tax_item->billpkgnum, billpkgtaxlocationnum => '' }
1679 # grab the first one
1680 my $this_unlinked = shift @unlinked;
1681 my $unlinked_cents = int($this_unlinked->amount * 100) if $this_unlinked;
1683 # Create tax links (yay!)
1684 printf("Creating %d tax links.\n",scalar(@tax_links));
1685 foreach (@tax_links) {
1686 my $link = FS::cust_bill_pkg_tax_location->new({
1687 billpkgnum => $tax_item->billpkgnum,
1688 taxtype => 'FS::cust_main_county',
1689 locationnum => $_->{locationnum},
1690 taxnum => $_->{taxnum},
1691 pkgnum => $_->{pkgnum},
1692 amount => sprintf('%.2f', $_->{cents} / 100),
1693 taxable_billpkgnum => $_->{billpkgnum},
1695 my $error = $link->insert;
1697 warn "Can't create tax link for inv#$invnum: $error\n";
1701 my $link_cents = $_->{cents};
1702 # update/create subitem links
1704 # If $this_unlinked is undef, then we've allocated all of the
1705 # credit/payment applications to the tax item. If $link_cents is 0,
1706 # then we've applied credits/payments to all of this package fraction,
1707 # so go on to the next.
1708 while ($this_unlinked and $link_cents) {
1709 # apply as much as possible of $link_amount to this credit/payment
1711 my $apply_cents = min($link_cents, $unlinked_cents);
1712 $link_cents -= $apply_cents;
1713 $unlinked_cents -= $apply_cents;
1714 # $link_cents or $unlinked_cents or both are now zero
1715 $this_unlinked->set('amount' => sprintf('%.2f',$apply_cents/100));
1716 $this_unlinked->set('billpkgtaxlocationnum' => $link->billpkgtaxlocationnum);
1717 my $pkey = $this_unlinked->primary_key; #creditbillpkgnum or billpaypkgnum
1718 if ( $this_unlinked->$pkey ) {
1719 # then it's an existing link--replace it
1720 $error = $this_unlinked->replace;
1722 $this_unlinked->insert;
1724 # what do we do with errors at this stage?
1726 warn "Error creating tax application link: $error\n";
1727 next INVOICE; # for lack of a better idea
1730 if ( $unlinked_cents == 0 ) {
1731 # then we've allocated all of this payment/credit application,
1732 # so grab the next one
1733 $this_unlinked = shift @unlinked;
1734 $unlinked_cents = int($this_unlinked->amount * 100) if $this_unlinked;
1735 } elsif ( $link_cents == 0 ) {
1736 # then we've covered all of this package tax fraction, so split
1737 # off a new application from this one
1738 $this_unlinked = $this_unlinked->new({
1739 $this_unlinked->hash,
1742 # $unlinked_cents is still what it is
1745 } #while $this_unlinked and $link_cents
1746 } #foreach (@tax_links)
1747 } #foreach $tax_item
1749 $dbh->commit if $commit_each_invoice and $oldAutoCommit;
1755 $dbh->rollback if $oldAutoCommit;
1756 die "Upgrade halted.\n" unless $commit_each_invoice;
1760 $dbh->commit if $oldAutoCommit and !$commit_each_invoice;
1765 # Create a queue job to run upgrade_tax_location from January 1, 2012 to
1769 use Date::Parse 'str2time';
1772 my $upgrade = 'tax_location_2012';
1773 return if FS::upgrade_journal->is_done($upgrade);
1774 my $job = FS::queue->new({
1775 'job' => 'FS::cust_bill_pkg::upgrade_tax_location'
1777 # call it kind of like a class method, not that it matters much
1778 $job->insert($class, 's' => str2time('2012-01-01'));
1779 # if there's a customer location upgrade queued also, wait for it to
1781 my $location_job = qsearchs('queue', {
1782 job => 'FS::cust_main::Location::process_upgrade_location'
1784 if ( $location_job ) {
1785 $job->depend_insert($location_job->jobnum);
1787 # Then mark the upgrade as done, so that we don't queue the job twice
1788 # and somehow run two of them concurrently.
1789 FS::upgrade_journal->set_done($upgrade);
1790 # This upgrade now does the job of assigning taxable_billpkgnums to
1791 # cust_bill_pkg_tax_location, so set that task done also.
1792 FS::upgrade_journal->set_done('tax_location_taxable_billpkgnum');
1799 setup and recur shouldn't be separate fields. There should be one "amount"
1800 field and a flag to tell you if it is a setup/one-time fee or a recurring fee.
1802 A line item with both should really be two separate records (preserving
1803 sdate and edate for setup fees for recurring packages - that information may
1804 be valuable later). Invoice generation (cust_main::bill), invoice printing
1805 (cust_bill), tax reports (report_tax.cgi) and line item reports
1806 (cust_bill_pkg.cgi) would need to be updated.
1808 owed_setup and owed_recur could then be repaced by just owed, and
1809 cust_bill::open_cust_bill_pkg and
1810 cust_bill_ApplicationCommon::apply_to_lineitems could be simplified.
1812 The upgrade procedure is pretty sketchy.
1816 L<FS::Record>, L<FS::cust_bill>, L<FS::cust_pkg>, L<FS::cust_main>, schema.html
1817 from the base documentation.