1 package FS::cust_main::Billing;
4 use vars qw( $conf $DEBUG $me );
7 use List::Util qw( min );
9 use FS::Record qw( qsearch qsearchs dbdef );
10 use FS::Misc::DateTime qw( day_end );
12 use FS::cust_bill_pkg;
13 use FS::cust_bill_pkg_display;
14 use FS::cust_bill_pay;
15 use FS::cust_credit_bill;
16 use FS::cust_tax_adjustment;
18 use FS::tax_rate_location;
19 use FS::cust_bill_pkg_tax_location;
20 use FS::cust_bill_pkg_tax_rate_location;
22 use FS::part_event_condition;
25 # 1 is mostly method/subroutine entry and options
26 # 2 traces progress of some operations
27 # 3 is even more information including possibly sensitive data
29 $me = '[FS::cust_main::Billing]';
31 install_callback FS::UID sub {
33 #yes, need it for stuff below (prolly should be cached)
38 FS::cust_main::Billing - Billing mixin for cust_main
44 These methods are available on FS::cust_main objects.
50 =item bill_and_collect
52 Cancels and suspends any packages due, generates bills, applies payments and
53 credits, and applies collection events to run cards, send bills and notices,
56 By default, warns on errors and continues with the next operation (but see the
59 Options are passed as name-value pairs. Currently available options are:
65 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
69 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
73 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
77 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
81 If set true, re-charges setup fees.
85 If set any errors prevent subsequent operations from continusing. If set
86 specifically to "return", returns the error (or false, if there is no error).
87 Any other true value causes errors to die.
91 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
95 Optional FS::queue entry to receive status updates.
99 Options are passed to the B<bill> and B<collect> methods verbatim, so all
100 options of those methods are also available.
104 sub bill_and_collect {
105 my( $self, %options ) = @_;
109 #$options{actual_time} not $options{time} because freeside-daily -d is for
110 #pre-printing invoices
112 $options{'actual_time'} ||= time;
113 my $job = $options{'job'};
115 $job->update_statustext('0,cleaning expired packages') if $job;
116 $error = $self->cancel_expired_pkgs( day_end( $options{actual_time} ) );
118 $error = "Error expiring custnum ". $self->custnum. ": $error";
119 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
120 elsif ( $options{fatal} ) { die $error; }
121 else { warn $error; }
124 $error = $self->suspend_adjourned_pkgs( day_end( $options{actual_time} ) );
126 $error = "Error adjourning custnum ". $self->custnum. ": $error";
127 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
128 elsif ( $options{fatal} ) { die $error; }
129 else { warn $error; }
132 $error = $self->unsuspend_resumed_pkgs( day_end( $options{actual_time} ) );
134 $error = "Error resuming custnum ".$self->custnum. ": $error";
135 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
136 elsif ( $options{fatal} ) { die $error; }
137 else { warn $error; }
140 $job->update_statustext('20,billing packages') if $job;
141 $error = $self->bill( %options );
143 $error = "Error billing custnum ". $self->custnum. ": $error";
144 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
145 elsif ( $options{fatal} ) { die $error; }
146 else { warn $error; }
149 $job->update_statustext('50,applying payments and credits') if $job;
150 $error = $self->apply_payments_and_credits;
152 $error = "Error applying custnum ". $self->custnum. ": $error";
153 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
154 elsif ( $options{fatal} ) { die $error; }
155 else { warn $error; }
158 $job->update_statustext('70,running collection events') if $job;
159 unless ( $conf->exists('cancelled_cust-noevents')
160 && ! $self->num_ncancelled_pkgs
162 $error = $self->collect( %options );
164 $error = "Error collecting custnum ". $self->custnum. ": $error";
165 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
166 elsif ($options{fatal} ) { die $error; }
167 else { warn $error; }
170 $job->update_statustext('100,finished') if $job;
176 sub cancel_expired_pkgs {
177 my ( $self, $time, %options ) = @_;
179 my @cancel_pkgs = $self->ncancelled_pkgs( {
180 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
185 foreach my $cust_pkg ( @cancel_pkgs ) {
186 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
187 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
188 'reason_otaker' => $cpr->otaker,
193 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
196 join(' / ', @errors);
200 sub suspend_adjourned_pkgs {
201 my ( $self, $time, %options ) = @_;
203 my @susp_pkgs = $self->ncancelled_pkgs( {
205 " AND ( susp IS NULL OR susp = 0 )
206 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
207 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
212 #only because there's no SQL test for is_prepaid :/
214 grep { ( $_->part_pkg->is_prepaid
219 && $_->adjourn <= $time
227 foreach my $cust_pkg ( @susp_pkgs ) {
228 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
229 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
230 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
231 'reason_otaker' => $cpr->otaker
235 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
238 join(' / ', @errors);
242 sub unsuspend_resumed_pkgs {
243 my ( $self, $time, %options ) = @_;
245 my @unsusp_pkgs = $self->ncancelled_pkgs( {
246 'extra_sql' => " AND resume IS NOT NULL AND resume > 0 AND resume <= $time "
251 foreach my $cust_pkg ( @unsusp_pkgs ) {
252 my $error = $cust_pkg->unsuspend( 'time' => $time );
253 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
256 join(' / ', @errors);
262 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
263 conjunction with the collect method by calling B<bill_and_collect>.
265 If there is an error, returns the error, otherwise returns false.
267 Options are passed as name-value pairs. Currently available options are:
273 If set true, re-charges setup fees.
277 If set true then only bill recurring charges, not setup, usage, one time
282 If set, then override the normal frequency and look for a part_pkg_discount
283 to take at that frequency. This is appropriate only when the normal
284 frequency for all packages is monthly, and is an error otherwise. Use
285 C<pkg_list> to limit the set of packages included in billing.
289 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
293 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
297 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
299 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
303 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
307 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
311 This boolean value informs the us that the package is being cancelled. This
312 typically might mean not charging the normal recurring fee but only usage
313 fees since the last billing. Setup charges may be charged. Not all package
314 plans support this feature (they tend to charge 0).
318 Prevent the resetting of usage limits during this call.
322 Do not save the generated bill in the database. Useful with return_bill
326 A list reference on which the generated bill(s) will be returned.
330 Optional terms to be printed on this invoice. Otherwise, customer-specific
331 terms or the default terms are used.
338 my( $self, %options ) = @_;
340 return '' if $self->payby eq 'COMP';
342 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
344 warn "$me bill customer ". $self->custnum. "\n"
347 my $time = $options{'time'} || time;
348 my $invoice_time = $options{'invoice_time'} || $time;
350 $options{'not_pkgpart'} ||= {};
351 $options{'not_pkgpart'} = { map { $_ => 1 }
352 split(/\s*,\s*/, $options{'not_pkgpart'})
354 unless ref($options{'not_pkgpart'});
356 local $SIG{HUP} = 'IGNORE';
357 local $SIG{INT} = 'IGNORE';
358 local $SIG{QUIT} = 'IGNORE';
359 local $SIG{TERM} = 'IGNORE';
360 local $SIG{TSTP} = 'IGNORE';
361 local $SIG{PIPE} = 'IGNORE';
363 my $oldAutoCommit = $FS::UID::AutoCommit;
364 local $FS::UID::AutoCommit = 0;
367 warn "$me acquiring lock on customer ". $self->custnum. "\n"
370 $self->select_for_update; #mutex
372 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
375 my $error = $self->do_cust_event(
376 'debug' => ( $options{'debug'} || 0 ),
377 'time' => $invoice_time,
378 'check_freq' => $options{'check_freq'},
379 'stage' => 'pre-bill',
381 unless $options{no_commit};
383 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
387 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
390 #keep auto-charge and non-auto-charge line items separate
391 my @passes = ( '', 'no_auto' );
393 my %cust_bill_pkg = map { $_ => [] } @passes;
396 # find the packages which are due for billing, find out how much they are
397 # & generate invoice database.
400 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
401 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
403 my %taxlisthash = map { $_ => {} } @passes;
405 my @precommit_hooks = ();
407 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
408 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
410 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
412 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG;
414 #? to avoid use of uninitialized value errors... ?
415 $cust_pkg->setfield('bill', '')
416 unless defined($cust_pkg->bill);
418 #my $part_pkg = $cust_pkg->part_pkg;
420 my $real_pkgpart = $cust_pkg->pkgpart;
421 my %hash = $cust_pkg->hash;
423 # we could implement this bit as FS::part_pkg::has_hidden, but we already
424 # suffer from performance issues
425 $options{has_hidden} = 0;
426 my @part_pkg = $cust_pkg->part_pkg->self_and_bill_linked;
427 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
429 foreach my $part_pkg ( @part_pkg ) {
431 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
433 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
435 my $next_bill = $cust_pkg->getfield('bill') || 0;
437 # let this run once if this is the last bill upon cancellation
438 while ( $next_bill <= $time or $options{cancel} ) {
440 $self->_make_lines( 'part_pkg' => $part_pkg,
441 'cust_pkg' => $cust_pkg,
442 'precommit_hooks' => \@precommit_hooks,
443 'line_items' => $cust_bill_pkg{$pass},
444 'setup' => $total_setup{$pass},
445 'recur' => $total_recur{$pass},
446 'tax_matrix' => $taxlisthash{$pass},
448 'real_pkgpart' => $real_pkgpart,
449 'options' => \%options,
452 # Stop if anything goes wrong
455 # or if we're not incrementing the bill date.
456 last if ($cust_pkg->getfield('bill') || 0) == $next_bill;
458 # or if we're letting it run only once
459 last if $options{cancel};
461 $next_bill = $cust_pkg->getfield('bill') || 0;
463 #stop if -o was passed to freeside-daily
464 last if $options{'one_recur'};
467 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
471 } #foreach my $part_pkg
473 } #foreach my $cust_pkg
475 #if the customer isn't on an automatic payby, everything can go on a single
477 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
478 #merge everything into one list
481 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
483 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
485 next unless @cust_bill_pkg; #don't create an invoice w/o line items
487 warn "$me billing pass $pass\n"
488 #.Dumper(\@cust_bill_pkg)."\n"
491 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
492 !$conf->exists('postal_invoice-recurring_only')
496 my $postal_pkg = $self->charge_postal_fee();
497 if ( $postal_pkg && !ref( $postal_pkg ) ) {
499 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
500 return "can't charge postal invoice fee for customer ".
501 $self->custnum. ": $postal_pkg";
503 } elsif ( $postal_pkg ) {
505 my $real_pkgpart = $postal_pkg->pkgpart;
506 # we could implement this bit as FS::part_pkg::has_hidden, but we already
507 # suffer from performance issues
508 $options{has_hidden} = 0;
509 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
510 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
512 foreach my $part_pkg ( @part_pkg ) {
513 my %postal_options = %options;
514 delete $postal_options{cancel};
516 $self->_make_lines( 'part_pkg' => $part_pkg,
517 'cust_pkg' => $postal_pkg,
518 'precommit_hooks' => \@precommit_hooks,
519 'line_items' => \@cust_bill_pkg,
520 'setup' => $total_setup{$pass},
521 'recur' => $total_recur{$pass},
522 'tax_matrix' => $taxlisthash{$pass},
524 'real_pkgpart' => $real_pkgpart,
525 'options' => \%postal_options,
528 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
533 # it's silly to have a zero value postal_pkg, but....
534 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
540 my $listref_or_error =
541 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
543 unless ( ref( $listref_or_error ) ) {
544 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
545 return $listref_or_error;
548 foreach my $taxline ( @$listref_or_error ) {
549 ${ $total_setup{$pass} } =
550 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
551 push @cust_bill_pkg, $taxline;
555 warn "adding tax adjustments...\n" if $DEBUG > 2;
556 foreach my $cust_tax_adjustment (
557 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
563 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
565 my $itemdesc = $cust_tax_adjustment->taxname;
566 $itemdesc = '' if $itemdesc eq 'Tax';
568 push @cust_bill_pkg, new FS::cust_bill_pkg {
574 'itemdesc' => $itemdesc,
575 'itemcomment' => $cust_tax_adjustment->comment,
576 'cust_tax_adjustment' => $cust_tax_adjustment,
577 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
582 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
584 my @cust_bill = $self->cust_bill;
585 my $balance = $self->balance;
586 my $previous_balance = scalar(@cust_bill)
587 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
590 $previous_balance += $cust_bill[$#cust_bill]->charged
591 if scalar(@cust_bill);
592 #my $balance_adjustments =
593 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
595 warn "creating the new invoice\n" if $DEBUG;
596 #create the new invoice
597 my $cust_bill = new FS::cust_bill ( {
598 'custnum' => $self->custnum,
599 '_date' => $invoice_time,
600 'charged' => $charged,
601 'billing_balance' => $balance,
602 'previous_balance' => $previous_balance,
603 'invoice_terms' => $options{'invoice_terms'},
604 'cust_bill_pkg' => \@cust_bill_pkg,
606 $error = $cust_bill->insert unless $options{no_commit};
608 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
609 return "can't create invoice for customer #". $self->custnum. ": $error";
611 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
613 } #foreach my $pass ( keys %cust_bill_pkg )
615 foreach my $hook ( @precommit_hooks ) {
618 } unless $options{no_commit};
620 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
621 return "$@ running precommit hook $hook\n";
625 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
630 #discard bundled packages of 0 value
631 sub _omit_zero_value_bundles {
634 my @cust_bill_pkg = ();
635 my @cust_bill_pkg_bundle = ();
637 my $discount_show_always = 0;
639 foreach my $cust_bill_pkg ( @in ) {
641 $discount_show_always = ($cust_bill_pkg->get('discounts')
642 && scalar(@{$cust_bill_pkg->get('discounts')})
643 && $conf->exists('discount-show-always'));
645 warn " pkgnum ". $cust_bill_pkg->pkgnum. " sum $sum, ".
646 "setup_show_zero ". $cust_bill_pkg->setup_show_zero.
647 "recur_show_zero ". $cust_bill_pkg->recur_show_zero. "\n"
650 if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
651 push @cust_bill_pkg, @cust_bill_pkg_bundle
653 || ($sum == 0 && ( $discount_show_always
654 || grep {$_->recur_show_zero || $_->setup_show_zero}
655 @cust_bill_pkg_bundle
658 @cust_bill_pkg_bundle = ();
662 $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
663 push @cust_bill_pkg_bundle, $cust_bill_pkg;
667 push @cust_bill_pkg, @cust_bill_pkg_bundle
669 || ($sum == 0 && ( $discount_show_always
670 || grep {$_->recur_show_zero || $_->setup_show_zero}
671 @cust_bill_pkg_bundle
675 warn " _omit_zero_value_bundles: ". scalar(@in).
676 '->'. scalar(@cust_bill_pkg). "\n" #. Dumper(@cust_bill_pkg). "\n"
683 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
685 This is a weird one. Perhaps it should not even be exposed.
687 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
688 Usually used internally by bill method B<bill>.
690 If there is an error, returns the error, otherwise returns reference to a
691 list of line items suitable for insertion.
697 An array ref of the line items being billed.
701 A strange beast. The keys to this hash are internal identifiers consisting
702 of the name of the tax object type, a space, and its unique identifier ( e.g.
703 'cust_main_county 23' ). The values of the hash are listrefs. The first
704 item in the list is the tax object. The remaining items are either line
705 items or floating point values (currency amounts).
707 The taxes are calculated on this entity. Calculated exemption records are
708 transferred to the LINEITEMREF items on the assumption that they are related.
714 This specifies the date appearing on the associated invoice. Some
715 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
721 sub calculate_taxes {
722 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
724 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
726 warn "$me calculate_taxes\n"
727 #.Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
730 my @tax_line_items = ();
732 # keys are tax names (as printed on invoices / itemdesc )
733 # values are listrefs of taxlisthash keys (internal identifiers)
736 # keys are taxlisthash keys (internal identifiers)
737 # values are (cumulative) amounts
740 # keys are taxlisthash keys (internal identifiers)
741 # values are listrefs of cust_bill_pkg_tax_location hashrefs
742 my %tax_location = ();
744 # keys are taxlisthash keys (internal identifiers)
745 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
746 my %tax_rate_location = ();
748 foreach my $tax ( keys %$taxlisthash ) {
749 my $tax_object = shift @{ $taxlisthash->{$tax} };
750 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
751 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
752 my $hashref_or_error =
753 $tax_object->taxline( $taxlisthash->{$tax},
754 'custnum' => $self->custnum,
755 'invoice_time' => $invoice_time
757 return $hashref_or_error unless ref($hashref_or_error);
759 unshift @{ $taxlisthash->{$tax} }, $tax_object;
761 my $name = $hashref_or_error->{'name'};
762 my $amount = $hashref_or_error->{'amount'};
764 #warn "adding $amount as $name\n";
765 $taxname{ $name } ||= [];
766 push @{ $taxname{ $name } }, $tax;
768 $tax{ $tax } += $amount;
770 $tax_location{ $tax } ||= [];
771 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
772 push @{ $tax_location{ $tax } },
774 'taxnum' => $tax_object->taxnum,
775 'taxtype' => ref($tax_object),
776 'pkgnum' => $tax_object->get('pkgnum'),
777 'locationnum' => $tax_object->get('locationnum'),
778 'amount' => sprintf('%.2f', $amount ),
782 $tax_rate_location{ $tax } ||= [];
783 if ( ref($tax_object) eq 'FS::tax_rate' ) {
784 my $taxratelocationnum =
785 $tax_object->tax_rate_location->taxratelocationnum;
786 push @{ $tax_rate_location{ $tax } },
788 'taxnum' => $tax_object->taxnum,
789 'taxtype' => ref($tax_object),
790 'amount' => sprintf('%.2f', $amount ),
791 'locationtaxid' => $tax_object->location,
792 'taxratelocationnum' => $taxratelocationnum,
798 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
799 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
800 foreach my $tax ( keys %$taxlisthash ) {
801 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
802 next unless ref($_) eq 'FS::cust_bill_pkg';
804 my @cust_tax_exempt_pkg = splice( @{ $_->_cust_tax_exempt_pkg } );
806 next unless @cust_tax_exempt_pkg; #just avoiding the prob when irrelevant?
807 die "can't distribute tax exemptions: no line item for ". Dumper($_).
808 " in packagemap ". join(',', sort {$a<=>$b} keys %packagemap). "\n"
809 unless $packagemap{$_->pkgnum};
811 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
812 @cust_tax_exempt_pkg;
816 #consolidate and create tax line items
817 warn "consolidating and generating...\n" if $DEBUG > 2;
818 foreach my $taxname ( keys %taxname ) {
821 my @cust_bill_pkg_tax_location = ();
822 my @cust_bill_pkg_tax_rate_location = ();
823 warn "adding $taxname\n" if $DEBUG > 1;
824 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
825 next if $seen{$taxitem}++;
826 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
827 $tax += $tax{$taxitem};
828 push @cust_bill_pkg_tax_location,
829 map { new FS::cust_bill_pkg_tax_location $_ }
830 @{ $tax_location{ $taxitem } };
831 push @cust_bill_pkg_tax_rate_location,
832 map { new FS::cust_bill_pkg_tax_rate_location $_ }
833 @{ $tax_rate_location{ $taxitem } };
837 $tax = sprintf('%.2f', $tax );
839 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
845 if ( $pkg_category and
846 $conf->config('invoice_latexsummary') ||
847 $conf->config('invoice_htmlsummary')
851 my %hash = ( 'section' => $pkg_category->categoryname );
852 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
856 push @tax_line_items, new FS::cust_bill_pkg {
862 'itemdesc' => $taxname,
863 'display' => \@display,
864 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
865 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
874 my ($self, %params) = @_;
876 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
878 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
879 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
880 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
881 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
882 my $total_setup = $params{setup} or die "no setup accumulator specified";
883 my $total_recur = $params{recur} or die "no recur accumulator specified";
884 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
885 my $time = $params{'time'} or die "no time specified";
886 my (%options) = %{$params{options}};
888 if ( $part_pkg->freq ne '1' and ($options{'freq_override'} || 0) > 0 ) {
889 # this should never happen
890 die 'freq_override billing attempted on non-monthly package '.
895 my $real_pkgpart = $params{real_pkgpart};
896 my %hash = $cust_pkg->hash;
897 my $old_cust_pkg = new FS::cust_pkg \%hash;
902 $cust_pkg->pkgpart($part_pkg->pkgpart);
910 my @setup_discounts = ();
911 my %setup_param = ( 'discounts' => \@setup_discounts );
912 if ( ! $options{recurring_only}
913 and ! $options{cancel}
914 and ( $options{'resetup'}
915 || ( ! $cust_pkg->setup
916 && ( ! $cust_pkg->start_date
917 || $cust_pkg->start_date <= day_end($time)
919 && ( ! $conf->exists('disable_setup_suspended_pkgs')
920 || ( $conf->exists('disable_setup_suspended_pkgs') &&
921 ! $cust_pkg->getfield('susp')
929 warn " bill setup\n" if $DEBUG > 1;
931 unless ( $cust_pkg->waive_setup ) {
934 $setup = eval { $cust_pkg->calc_setup( $time, \@details, \%setup_param ) };
935 return "$@ running calc_setup for $cust_pkg\n"
938 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
941 $cust_pkg->setfield('setup', $time)
942 unless $cust_pkg->setup;
943 #do need it, but it won't get written to the db
944 #|| $cust_pkg->pkgpart != $real_pkgpart;
946 $cust_pkg->setfield('start_date', '')
947 if $cust_pkg->start_date;
955 #XXX unit stuff here too
958 my @recur_discounts = ();
960 if ( ! $cust_pkg->start_date
961 and ( ! $cust_pkg->susp || $part_pkg->option('suspend_bill', 1) )
963 ( $part_pkg->freq ne '0' && ( $cust_pkg->bill || 0 ) <= day_end($time) )
964 || ( $part_pkg->plan eq 'voip_cdr'
965 && $part_pkg->option('bill_every_call')
970 # XXX should this be a package event? probably. events are called
971 # at collection time at the moment, though...
972 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
973 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
974 #don't want to reset usage just cause we want a line item??
975 #&& $part_pkg->pkgpart == $real_pkgpart;
977 warn " bill recur\n" if $DEBUG > 1;
980 # XXX shared with $recur_prog
981 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
985 #over two params! lets at least switch to a hashref for the rest...
986 my $increment_next_bill = ( $part_pkg->freq ne '0'
987 && ( $cust_pkg->getfield('bill') || 0 ) <= day_end($time)
990 my %param = ( %setup_param,
991 'precommit_hooks' => $precommit_hooks,
992 'increment_next_bill' => $increment_next_bill,
993 'discounts' => \@recur_discounts,
994 'real_pkgpart' => $real_pkgpart,
995 'freq_override' => $options{freq_override} || '',
999 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
1001 # There may be some part_pkg for which this is wrong. Only those
1002 # which can_discount are supported.
1003 # (the UI should prevent adding discounts to these at the moment)
1005 warn "calling $method on cust_pkg ". $cust_pkg->pkgnum.
1006 " for pkgpart ". $cust_pkg->pkgpart.
1007 " with params ". join(' / ', map "$_=>$param{$_}", keys %param). "\n"
1010 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
1011 return "$@ running $method for $cust_pkg\n"
1014 if ( $increment_next_bill ) {
1016 my $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
1017 return "unparsable frequency: ". $part_pkg->freq
1018 if $next_bill == -1;
1020 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
1021 # only for figuring next bill date, nothing else, so, reset $sdate again
1023 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1024 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
1025 $cust_pkg->last_bill($sdate);
1027 $cust_pkg->setfield('bill', $next_bill );
1031 if ( $param{'setup_fee'} ) {
1032 # Add an additional setup fee at the billing stage.
1033 # Used for prorate_defer_bill.
1034 $setup += $param{'setup_fee'};
1035 $unitsetup += $param{'setup_fee'};
1039 if ( defined $param{'discount_left_setup'} ) {
1040 foreach my $discount_setup ( values %{$param{'discount_left_setup'}} ) {
1041 $setup -= $discount_setup;
1047 warn "\$setup is undefined" unless defined($setup);
1048 warn "\$recur is undefined" unless defined($recur);
1049 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
1052 # If there's line items, create em cust_bill_pkg records
1053 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
1058 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
1059 # hmm.. and if just the options are modified in some weird price plan?
1061 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
1064 my $error = $cust_pkg->replace( $old_cust_pkg,
1065 'depend_jobnum'=>$options{depend_jobnum},
1066 'options' => { $cust_pkg->options },
1068 unless $options{no_commit};
1069 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
1070 if $error; #just in case
1073 $setup = sprintf( "%.2f", $setup );
1074 $recur = sprintf( "%.2f", $recur );
1075 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
1076 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
1078 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
1079 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
1082 my $discount_show_always = $conf->exists('discount-show-always')
1083 && ( ($setup == 0 && scalar(@setup_discounts))
1084 || ($recur == 0 && scalar(@recur_discounts))
1089 || (!$part_pkg->hidden && $options{has_hidden}) #include some $0 lines
1090 || $discount_show_always
1091 || ($setup == 0 && $cust_pkg->_X_show_zero('setup'))
1092 || ($recur == 0 && $cust_pkg->_X_show_zero('recur'))
1096 warn " charges (setup=$setup, recur=$recur); adding line items\n"
1099 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
1101 warn " adding customer package invoice detail: $_\n"
1102 foreach @cust_pkg_detail;
1104 push @details, @cust_pkg_detail;
1106 my $cust_bill_pkg = new FS::cust_bill_pkg {
1107 'pkgnum' => $cust_pkg->pkgnum,
1109 'unitsetup' => $unitsetup,
1111 'unitrecur' => $unitrecur,
1112 'quantity' => $cust_pkg->quantity,
1113 'details' => \@details,
1114 'discounts' => [ @setup_discounts, @recur_discounts ],
1115 'hidden' => $part_pkg->hidden,
1116 'freq' => $part_pkg->freq,
1119 if ( $part_pkg->option('prorate_defer_bill',1)
1120 and !$hash{last_bill} ) {
1121 # both preceding and upcoming, technically
1122 $cust_bill_pkg->sdate( $cust_pkg->setup );
1123 $cust_bill_pkg->edate( $cust_pkg->bill );
1124 } elsif ( $part_pkg->recur_temporality eq 'preceding' ) {
1125 $cust_bill_pkg->sdate( $hash{last_bill} );
1126 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
1127 $cust_bill_pkg->edate( $time ) if $options{cancel};
1128 } else { #if ( $part_pkg->recur_temporality eq 'upcoming' ) {
1129 $cust_bill_pkg->sdate( $sdate );
1130 $cust_bill_pkg->edate( $cust_pkg->bill );
1131 #$cust_bill_pkg->edate( $time ) if $options{cancel};
1134 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
1135 unless $part_pkg->pkgpart == $real_pkgpart;
1137 $$total_setup += $setup;
1138 $$total_recur += $recur;
1144 unless ( $discount_show_always ) {
1146 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
1147 return $error if $error;
1150 push @$cust_bill_pkgs, $cust_bill_pkg;
1152 } #if $setup != 0 || $recur != 0
1162 my $part_pkg = shift;
1163 my $taxlisthash = shift;
1164 my $cust_bill_pkg = shift;
1165 my $cust_pkg = shift;
1166 my $invoice_time = shift;
1167 my $real_pkgpart = shift;
1168 my $options = shift;
1170 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1172 my %cust_bill_pkg = ();
1176 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
1177 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
1178 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
1179 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
1181 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
1183 if ( $conf->exists('enable_taxproducts')
1184 && ( scalar($part_pkg->part_pkg_taxoverride)
1185 || $part_pkg->has_taxproduct
1190 foreach my $class (@classes) {
1191 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class, $cust_pkg );
1192 return $err_or_ref unless ref($err_or_ref);
1193 $taxes{$class} = $err_or_ref;
1196 unless (exists $taxes{''}) {
1197 my $err_or_ref = $self->_gather_taxes( $part_pkg, '', $cust_pkg );
1198 return $err_or_ref unless ref($err_or_ref);
1199 $taxes{''} = $err_or_ref;
1204 my @loc_keys = qw( district city county state country );
1206 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1207 my $cust_location = $cust_pkg->cust_location;
1208 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
1211 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
1214 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
1217 $taxhash{'taxclass'} = $part_pkg->taxclass;
1220 my %taxhash_elim = %taxhash;
1221 my @elim = qw( district city county state );
1224 #first try a match with taxclass
1225 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1227 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1228 #then try a match without taxclass
1229 my %no_taxclass = %taxhash_elim;
1230 $no_taxclass{ 'taxclass' } = '';
1231 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1234 $taxhash_elim{ shift(@elim) } = '';
1236 } while ( !scalar(@taxes) && scalar(@elim) );
1238 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
1240 if $self->cust_main_exemption; #just to be safe
1242 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1244 $_->set('pkgnum', $cust_pkg->pkgnum );
1245 $_->set('locationnum', $cust_pkg->locationnum );
1249 $taxes{''} = [ @taxes ];
1250 $taxes{'setup'} = [ @taxes ];
1251 $taxes{'recur'} = [ @taxes ];
1252 $taxes{$_} = [ @taxes ] foreach (@classes);
1254 # # maybe eliminate this entirely, along with all the 0% records
1255 # unless ( @taxes ) {
1257 # "fatal: can't find tax rate for state/county/country/taxclass ".
1258 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
1261 } #if $conf->exists('enable_taxproducts') ...
1265 #what's this doing in the middle of _handle_taxes? probably should split
1266 #this into three parts above in _make_lines
1267 $cust_bill_pkg->set_display( part_pkg => $part_pkg,
1268 real_pkgpart => $real_pkgpart,
1271 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
1272 foreach my $key (keys %tax_cust_bill_pkg) {
1273 my @taxes = @{ $taxes{$key} || [] };
1274 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
1276 my %localtaxlisthash = ();
1277 foreach my $tax ( @taxes ) {
1279 my $taxname = ref( $tax ). ' '. $tax->taxnum;
1280 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
1281 # ' locationnum'. $cust_pkg->locationnum
1282 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
1284 $taxlisthash->{ $taxname } ||= [ $tax ];
1285 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
1287 $localtaxlisthash{ $taxname } ||= [ $tax ];
1288 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
1292 warn "finding taxed taxes...\n" if $DEBUG > 2;
1293 foreach my $tax ( keys %localtaxlisthash ) {
1294 my $tax_object = shift @{ $localtaxlisthash{$tax} };
1295 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
1297 next unless $tax_object->can('tax_on_tax');
1299 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
1300 my $totname = ref( $tot ). ' '. $tot->taxnum;
1302 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
1304 next unless exists( $localtaxlisthash{ $totname } ); # only increase
1306 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
1307 my $hashref_or_error =
1308 $tax_object->taxline( $localtaxlisthash{$tax},
1309 'custnum' => $self->custnum,
1310 'invoice_time' => $invoice_time,
1312 return $hashref_or_error
1313 unless ref($hashref_or_error);
1315 $taxlisthash->{ $totname } ||= [ $tot ];
1316 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
1328 my $part_pkg = shift;
1330 my $cust_pkg = shift;
1332 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1335 if ( $cust_pkg->locationnum && $conf->exists('tax-pkg_address') ) {
1336 $geocode = $cust_pkg->cust_location->geocode('cch');
1338 $geocode = $self->geocode('cch');
1343 my @taxclassnums = map { $_->taxclassnum }
1344 $part_pkg->part_pkg_taxoverride($class);
1346 unless (@taxclassnums) {
1347 @taxclassnums = map { $_->taxclassnum }
1348 grep { $_->taxable eq 'Y' }
1349 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
1351 warn "Found taxclassnum values of ". join(',', @taxclassnums)
1356 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
1358 @taxes = qsearch({ 'table' => 'tax_rate',
1359 'hashref' => { 'geocode' => $geocode, },
1360 'extra_sql' => $extra_sql,
1362 if scalar(@taxclassnums);
1364 warn "Found taxes ".
1365 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
1372 =item collect [ HASHREF | OPTION => VALUE ... ]
1374 (Attempt to) collect money for this customer's outstanding invoices (see
1375 L<FS::cust_bill>). Usually used after the bill method.
1377 Actions are now triggered by billing events; see L<FS::part_event> and the
1378 billing events web interface. Old-style invoice events (see
1379 L<FS::part_bill_event>) have been deprecated.
1381 If there is an error, returns the error, otherwise returns false.
1383 Options are passed as name-value pairs.
1385 Currently available options are:
1391 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
1395 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1399 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1403 set true to surpress email card/ACH decline notices.
1407 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1413 # allows for one time override of normal customer billing method
1418 my( $self, %options ) = @_;
1420 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1422 my $invoice_time = $options{'invoice_time'} || time;
1425 local $SIG{HUP} = 'IGNORE';
1426 local $SIG{INT} = 'IGNORE';
1427 local $SIG{QUIT} = 'IGNORE';
1428 local $SIG{TERM} = 'IGNORE';
1429 local $SIG{TSTP} = 'IGNORE';
1430 local $SIG{PIPE} = 'IGNORE';
1432 my $oldAutoCommit = $FS::UID::AutoCommit;
1433 local $FS::UID::AutoCommit = 0;
1436 $self->select_for_update; #mutex
1439 my $balance = $self->balance;
1440 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1443 if ( exists($options{'retry_card'}) ) {
1444 carp 'retry_card option passed to collect is deprecated; use retry';
1445 $options{'retry'} ||= $options{'retry_card'};
1447 if ( exists($options{'retry'}) && $options{'retry'} ) {
1448 my $error = $self->retry_realtime;
1450 $dbh->rollback if $oldAutoCommit;
1455 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1457 #never want to roll back an event just because it returned an error
1458 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1460 $self->do_cust_event(
1461 'debug' => ( $options{'debug'} || 0 ),
1462 'time' => $invoice_time,
1463 'check_freq' => $options{'check_freq'},
1464 'stage' => 'collect',
1469 =item retry_realtime
1471 Schedules realtime / batch credit card / electronic check / LEC billing
1472 events for for retry. Useful if card information has changed or manual
1473 retry is desired. The 'collect' method must be called to actually retry
1476 Implementation details: For either this customer, or for each of this
1477 customer's open invoices, changes the status of the first "done" (with
1478 statustext error) realtime processing event to "failed".
1482 sub retry_realtime {
1485 local $SIG{HUP} = 'IGNORE';
1486 local $SIG{INT} = 'IGNORE';
1487 local $SIG{QUIT} = 'IGNORE';
1488 local $SIG{TERM} = 'IGNORE';
1489 local $SIG{TSTP} = 'IGNORE';
1490 local $SIG{PIPE} = 'IGNORE';
1492 my $oldAutoCommit = $FS::UID::AutoCommit;
1493 local $FS::UID::AutoCommit = 0;
1496 #a little false laziness w/due_cust_event (not too bad, really)
1498 my $join = FS::part_event_condition->join_conditions_sql;
1499 my $order = FS::part_event_condition->order_conditions_sql;
1502 . join ( ' OR ' , map {
1503 my $cust_join = FS::part_event->eventtables_cust_join->{$_} || '';
1504 my $custnum = FS::part_event->eventtables_custnum->{$_};
1505 "( part_event.eventtable = " . dbh->quote($_)
1506 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key
1507 . " from $_ $cust_join"
1508 . " where $custnum = " . dbh->quote( $self->custnum ) . "))" ;
1509 } FS::part_event->eventtables)
1512 #here is the agent virtualization
1513 my $agent_virt = " ( part_event.agentnum IS NULL
1514 OR part_event.agentnum = ". $self->agentnum. ' )';
1516 #XXX this shouldn't be hardcoded, actions should declare it...
1517 my @realtime_events = qw(
1518 cust_bill_realtime_card
1519 cust_bill_realtime_check
1520 cust_bill_realtime_lec
1524 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
1529 my @cust_event = qsearch({
1530 'table' => 'cust_event',
1531 'select' => 'cust_event.*',
1532 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1533 'hashref' => { 'status' => 'done' },
1534 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
1535 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1538 my %seen_invnum = ();
1539 foreach my $cust_event (@cust_event) {
1541 #max one for the customer, one for each open invoice
1542 my $cust_X = $cust_event->cust_X;
1543 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1547 or $cust_event->part_event->eventtable eq 'cust_bill'
1550 my $error = $cust_event->retry;
1552 $dbh->rollback if $oldAutoCommit;
1553 return "error scheduling event for retry: $error";
1558 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1563 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1565 Runs billing events; see L<FS::part_event> and the billing events web
1568 If there is an error, returns the error, otherwise returns false.
1570 Options are passed as name-value pairs.
1572 Currently available options are:
1578 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
1582 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1586 "collect" (the default) or "pre-bill"
1590 set true to surpress email card/ACH decline notices.
1594 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1601 # allows for one time override of normal customer billing method
1605 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1608 my( $self, %options ) = @_;
1610 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1612 my $time = $options{'time'} || time;
1615 local $SIG{HUP} = 'IGNORE';
1616 local $SIG{INT} = 'IGNORE';
1617 local $SIG{QUIT} = 'IGNORE';
1618 local $SIG{TERM} = 'IGNORE';
1619 local $SIG{TSTP} = 'IGNORE';
1620 local $SIG{PIPE} = 'IGNORE';
1622 my $oldAutoCommit = $FS::UID::AutoCommit;
1623 local $FS::UID::AutoCommit = 0;
1626 $self->select_for_update; #mutex
1629 my $balance = $self->balance;
1630 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
1633 # if ( exists($options{'retry_card'}) ) {
1634 # carp 'retry_card option passed to collect is deprecated; use retry';
1635 # $options{'retry'} ||= $options{'retry_card'};
1637 # if ( exists($options{'retry'}) && $options{'retry'} ) {
1638 # my $error = $self->retry_realtime;
1640 # $dbh->rollback if $oldAutoCommit;
1645 # false laziness w/pay_batch::import_results
1647 my $due_cust_event = $self->due_cust_event(
1648 'debug' => ( $options{'debug'} || 0 ),
1650 'check_freq' => $options{'check_freq'},
1651 'stage' => ( $options{'stage'} || 'collect' ),
1653 unless( ref($due_cust_event) ) {
1654 $dbh->rollback if $oldAutoCommit;
1655 return $due_cust_event;
1658 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1659 #never want to roll back an event just because it or a different one
1661 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1663 foreach my $cust_event ( @$due_cust_event ) {
1667 #re-eval event conditions (a previous event could have changed things)
1668 unless ( $cust_event->test_conditions ) {
1669 #don't leave stray "new/locked" records around
1670 my $error = $cust_event->delete;
1671 return $error if $error;
1676 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
1677 if $options{'quiet'};
1678 warn " running cust_event ". $cust_event->eventnum. "\n"
1681 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
1682 if ( my $error = $cust_event->do_event( 'time' => $time ) ) {
1683 #XXX wtf is this? figure out a proper dealio with return value
1695 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
1697 Inserts database records for and returns an ordered listref of new events due
1698 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
1699 events are due, an empty listref is returned. If there is an error, returns a
1700 scalar error message.
1702 To actually run the events, call each event's test_condition method, and if
1703 still true, call the event's do_event method.
1705 Options are passed as a hashref or as a list of name-value pairs. Available
1712 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
1716 "collect" (the default) or "pre-bill"
1720 "Current time" for the events.
1724 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1728 Only return events for the specified eventtable (by default, events of all eventtables are returned)
1732 Explicitly pass the objects to be tested (typically used with eventtable).
1736 Set to true to return the objects, but not actually insert them into the
1743 sub due_cust_event {
1745 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
1748 #my $DEBUG = $opt{'debug'}
1749 local($DEBUG) = $opt{'debug'}
1750 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
1751 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1753 warn "$me due_cust_event called with options ".
1754 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
1757 $opt{'time'} ||= time;
1759 local $SIG{HUP} = 'IGNORE';
1760 local $SIG{INT} = 'IGNORE';
1761 local $SIG{QUIT} = 'IGNORE';
1762 local $SIG{TERM} = 'IGNORE';
1763 local $SIG{TSTP} = 'IGNORE';
1764 local $SIG{PIPE} = 'IGNORE';
1766 my $oldAutoCommit = $FS::UID::AutoCommit;
1767 local $FS::UID::AutoCommit = 0;
1770 $self->select_for_update #mutex
1771 unless $opt{testonly};
1774 # find possible events (initial search)
1777 my @cust_event = ();
1779 my @eventtable = $opt{'eventtable'}
1780 ? ( $opt{'eventtable'} )
1781 : FS::part_event->eventtables_runorder;
1783 my $check_freq = $opt{'check_freq'} || '1d';
1785 foreach my $eventtable ( @eventtable ) {
1788 if ( $opt{'objects'} ) {
1790 @objects = @{ $opt{'objects'} };
1792 } elsif ( $eventtable eq 'cust_main' ) {
1794 @objects = ( $self );
1798 my $cm_join = " LEFT JOIN cust_main USING ( custnum )";
1799 # linkage not needed here because FS::cust_main->$eventtable will
1802 #some false laziness w/Cron::bill bill_where
1804 my $join = FS::part_event_condition->join_conditions_sql( $eventtable);
1805 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
1806 'time'=>$opt{'time'},
1808 $where = $where ? "AND $where" : '';
1810 my $are_part_event =
1811 "EXISTS ( SELECT 1 FROM part_event $join
1812 WHERE check_freq = '$check_freq'
1813 AND eventtable = '$eventtable'
1814 AND ( disabled = '' OR disabled IS NULL )
1820 @objects = $self->$eventtable(
1821 'addl_from' => $cm_join,
1822 'extra_sql' => " AND $are_part_event",
1824 } # if ( !$opt{objects} and $eventtable ne 'cust_main' )
1826 my @e_cust_event = ();
1828 my $linkage = FS::part_event->eventtables_cust_join->{$eventtable} || '';
1830 my $cross = "CROSS JOIN $eventtable $linkage";
1831 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
1832 unless $eventtable eq 'cust_main';
1834 foreach my $object ( @objects ) {
1836 #this first search uses the condition_sql magic for optimization.
1837 #the more possible events we can eliminate in this step the better
1839 my $cross_where = '';
1840 my $pkey = $object->primary_key;
1841 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
1843 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
1845 FS::part_event_condition->where_conditions_sql( $eventtable,
1846 'time'=>$opt{'time'}
1848 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
1850 $extra_sql = "AND $extra_sql" if $extra_sql;
1852 #here is the agent virtualization
1853 $extra_sql .= " AND ( part_event.agentnum IS NULL
1854 OR part_event.agentnum = ". $self->agentnum. ' )';
1856 $extra_sql .= " $order";
1858 warn "searching for events for $eventtable ". $object->$pkey. "\n"
1859 if $opt{'debug'} > 2;
1860 my @part_event = qsearch( {
1861 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
1862 'select' => 'part_event.*',
1863 'table' => 'part_event',
1864 'addl_from' => "$cross $join",
1865 'hashref' => { 'check_freq' => $check_freq,
1866 'eventtable' => $eventtable,
1869 'extra_sql' => "AND $cross_where $extra_sql",
1873 my $pkey = $object->primary_key;
1874 warn " ". scalar(@part_event).
1875 " possible events found for $eventtable ". $object->$pkey(). "\n";
1878 push @e_cust_event, map {
1879 $_->new_cust_event($object, 'time' => $opt{'time'})
1884 warn " ". scalar(@e_cust_event).
1885 " subtotal possible cust events found for $eventtable\n"
1888 push @cust_event, @e_cust_event;
1892 warn " ". scalar(@cust_event).
1893 " total possible cust events found in initial search\n"
1901 $opt{stage} ||= 'collect';
1903 grep { my $stage = $_->part_event->event_stage;
1904 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
1914 @cust_event = grep $_->test_conditions( 'stats_hashref' => \%unsat ),
1917 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
1920 warn " invalid conditions not eliminated with condition_sql:\n".
1921 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
1922 if keys %unsat && $DEBUG; # > 1;
1928 unless( $opt{testonly} ) {
1929 foreach my $cust_event ( @cust_event ) {
1931 my $error = $cust_event->insert();
1933 $dbh->rollback if $oldAutoCommit;
1940 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1946 warn " returning events: ". Dumper(@cust_event). "\n"
1953 =item apply_payments_and_credits [ OPTION => VALUE ... ]
1955 Applies unapplied payments and credits.
1957 In most cases, this new method should be used in place of sequential
1958 apply_payments and apply_credits methods.
1960 A hash of optional arguments may be passed. Currently "manual" is supported.
1961 If true, a payment receipt is sent instead of a statement when
1962 'payment_receipt_email' configuration option is set.
1964 If there is an error, returns the error, otherwise returns false.
1968 sub apply_payments_and_credits {
1969 my( $self, %options ) = @_;
1971 local $SIG{HUP} = 'IGNORE';
1972 local $SIG{INT} = 'IGNORE';
1973 local $SIG{QUIT} = 'IGNORE';
1974 local $SIG{TERM} = 'IGNORE';
1975 local $SIG{TSTP} = 'IGNORE';
1976 local $SIG{PIPE} = 'IGNORE';
1978 my $oldAutoCommit = $FS::UID::AutoCommit;
1979 local $FS::UID::AutoCommit = 0;
1982 $self->select_for_update; #mutex
1984 foreach my $cust_bill ( $self->open_cust_bill ) {
1985 my $error = $cust_bill->apply_payments_and_credits(%options);
1987 $dbh->rollback if $oldAutoCommit;
1988 return "Error applying: $error";
1992 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1997 =item apply_credits OPTION => VALUE ...
1999 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
2000 to outstanding invoice balances in chronological order (or reverse
2001 chronological order if the I<order> option is set to B<newest>) and returns the
2002 value of any remaining unapplied credits available for refund (see
2003 L<FS::cust_refund>).
2005 Dies if there is an error.
2013 local $SIG{HUP} = 'IGNORE';
2014 local $SIG{INT} = 'IGNORE';
2015 local $SIG{QUIT} = 'IGNORE';
2016 local $SIG{TERM} = 'IGNORE';
2017 local $SIG{TSTP} = 'IGNORE';
2018 local $SIG{PIPE} = 'IGNORE';
2020 my $oldAutoCommit = $FS::UID::AutoCommit;
2021 local $FS::UID::AutoCommit = 0;
2024 $self->select_for_update; #mutex
2026 unless ( $self->total_unapplied_credits ) {
2027 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2031 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
2032 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
2034 my @invoices = $self->open_cust_bill;
2035 @invoices = sort { $b->_date <=> $a->_date } @invoices
2036 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
2038 if ( $conf->exists('pkg-balances') ) {
2039 # limit @credits to those w/ a pkgnum grepped from $self
2041 foreach my $i (@invoices) {
2042 foreach my $li ( $i->cust_bill_pkg ) {
2043 $pkgnums{$li->pkgnum} = 1;
2046 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
2051 foreach my $cust_bill ( @invoices ) {
2053 if ( !defined($credit) || $credit->credited == 0) {
2054 $credit = pop @credits or last;
2058 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
2059 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
2061 $owed = $cust_bill->owed;
2063 unless ( $owed > 0 ) {
2064 push @credits, $credit;
2068 my $amount = min( $credit->credited, $owed );
2070 my $cust_credit_bill = new FS::cust_credit_bill ( {
2071 'crednum' => $credit->crednum,
2072 'invnum' => $cust_bill->invnum,
2073 'amount' => $amount,
2075 $cust_credit_bill->pkgnum( $credit->pkgnum )
2076 if $conf->exists('pkg-balances') && $credit->pkgnum;
2077 my $error = $cust_credit_bill->insert;
2079 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2083 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2087 my $total_unapplied_credits = $self->total_unapplied_credits;
2089 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2091 return $total_unapplied_credits;
2094 =item apply_payments [ OPTION => VALUE ... ]
2096 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
2097 to outstanding invoice balances in chronological order.
2099 #and returns the value of any remaining unapplied payments.
2101 A hash of optional arguments may be passed. Currently "manual" is supported.
2102 If true, a payment receipt is sent instead of a statement when
2103 'payment_receipt_email' configuration option is set.
2105 Dies if there is an error.
2109 sub apply_payments {
2110 my( $self, %options ) = @_;
2112 local $SIG{HUP} = 'IGNORE';
2113 local $SIG{INT} = 'IGNORE';
2114 local $SIG{QUIT} = 'IGNORE';
2115 local $SIG{TERM} = 'IGNORE';
2116 local $SIG{TSTP} = 'IGNORE';
2117 local $SIG{PIPE} = 'IGNORE';
2119 my $oldAutoCommit = $FS::UID::AutoCommit;
2120 local $FS::UID::AutoCommit = 0;
2123 $self->select_for_update; #mutex
2127 my @payments = sort { $b->_date <=> $a->_date }
2128 grep { $_->unapplied > 0 }
2131 my @invoices = sort { $a->_date <=> $b->_date}
2132 grep { $_->owed > 0 }
2135 if ( $conf->exists('pkg-balances') ) {
2136 # limit @payments to those w/ a pkgnum grepped from $self
2138 foreach my $i (@invoices) {
2139 foreach my $li ( $i->cust_bill_pkg ) {
2140 $pkgnums{$li->pkgnum} = 1;
2143 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2148 foreach my $cust_bill ( @invoices ) {
2150 if ( !defined($payment) || $payment->unapplied == 0 ) {
2151 $payment = pop @payments or last;
2155 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2156 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2158 $owed = $cust_bill->owed;
2160 unless ( $owed > 0 ) {
2161 push @payments, $payment;
2165 my $amount = min( $payment->unapplied, $owed );
2168 'paynum' => $payment->paynum,
2169 'invnum' => $cust_bill->invnum,
2170 'amount' => $amount,
2172 $cbp->{_date} = $payment->_date
2173 if $options{'manual'} && $options{'backdate_application'};
2174 my $cust_bill_pay = new FS::cust_bill_pay($cbp);
2175 $cust_bill_pay->pkgnum( $payment->pkgnum )
2176 if $conf->exists('pkg-balances') && $payment->pkgnum;
2177 my $error = $cust_bill_pay->insert(%options);
2179 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2183 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2187 my $total_unapplied_payments = $self->total_unapplied_payments;
2189 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2191 return $total_unapplied_payments;
2201 suspend_adjourned_pkgs
2202 unsuspend_resumed_pkgs
2205 (do_cust_event pre-bill)
2208 (vendor-only) _gather_taxes
2209 _omit_zero_value_bundles
2212 apply_payments_and_credits
2221 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>