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;
24 use FS::cust_event_fee;
27 # 1 is mostly method/subroutine entry and options
28 # 2 traces progress of some operations
29 # 3 is even more information including possibly sensitive data
31 $me = '[FS::cust_main::Billing]';
33 install_callback FS::UID sub {
35 #yes, need it for stuff below (prolly should be cached)
40 FS::cust_main::Billing - Billing mixin for cust_main
46 These methods are available on FS::cust_main objects.
52 =item bill_and_collect
54 Cancels and suspends any packages due, generates bills, applies payments and
55 credits, and applies collection events to run cards, send bills and notices,
58 By default, warns on errors and continues with the next operation (but see the
61 Options are passed as name-value pairs. Currently available options are:
67 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:
71 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
75 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.
79 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
83 If set true, re-charges setup fees.
87 If set any errors prevent subsequent operations from continusing. If set
88 specifically to "return", returns the error (or false, if there is no error).
89 Any other true value causes errors to die.
93 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)
97 Optional FS::queue entry to receive status updates.
101 Options are passed to the B<bill> and B<collect> methods verbatim, so all
102 options of those methods are also available.
106 sub bill_and_collect {
107 my( $self, %options ) = @_;
109 my $log = FS::Log->new('bill_and_collect');
110 $log->debug('start', object => $self, agentnum => $self->agentnum);
114 #$options{actual_time} not $options{time} because freeside-daily -d is for
115 #pre-printing invoices
117 $options{'actual_time'} ||= time;
118 my $job = $options{'job'};
120 my $actual_time = ( $conf->exists('next-bill-ignore-time')
121 ? day_end( $options{actual_time} )
122 : $options{actual_time}
125 $job->update_statustext('0,cleaning expired packages') if $job;
126 $error = $self->cancel_expired_pkgs( $actual_time );
128 $error = "Error expiring custnum ". $self->custnum. ": $error";
129 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
130 elsif ( $options{fatal} ) { die $error; }
131 else { warn $error; }
134 $error = $self->suspend_adjourned_pkgs( $actual_time );
136 $error = "Error adjourning custnum ". $self->custnum. ": $error";
137 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
138 elsif ( $options{fatal} ) { die $error; }
139 else { warn $error; }
142 $error = $self->unsuspend_resumed_pkgs( $actual_time );
144 $error = "Error resuming custnum ".$self->custnum. ": $error";
145 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
146 elsif ( $options{fatal} ) { die $error; }
147 else { warn $error; }
150 $job->update_statustext('20,billing packages') if $job;
151 $error = $self->bill( %options );
153 $error = "Error billing custnum ". $self->custnum. ": $error";
154 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
155 elsif ( $options{fatal} ) { die $error; }
156 else { warn $error; }
159 $job->update_statustext('50,applying payments and credits') if $job;
160 $error = $self->apply_payments_and_credits;
162 $error = "Error applying custnum ". $self->custnum. ": $error";
163 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
164 elsif ( $options{fatal} ) { die $error; }
165 else { warn $error; }
168 $job->update_statustext('70,running collection events') if $job;
169 unless ( $conf->exists('cancelled_cust-noevents')
170 && ! $self->num_ncancelled_pkgs
172 $error = $self->collect( %options );
174 $error = "Error collecting custnum ". $self->custnum. ": $error";
175 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
176 elsif ($options{fatal} ) { die $error; }
177 else { warn $error; }
180 $job->update_statustext('100,finished') if $job;
181 $log->debug('finish', object => $self, agentnum => $self->agentnum);
187 sub cancel_expired_pkgs {
188 my ( $self, $time, %options ) = @_;
190 my @cancel_pkgs = $self->ncancelled_pkgs( {
191 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
196 CUST_PKG: foreach my $cust_pkg ( @cancel_pkgs ) {
197 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
200 if ( $cust_pkg->change_to_pkgnum ) {
202 my $new_pkg = FS::cust_pkg->by_key($cust_pkg->change_to_pkgnum);
204 push @errors, 'can\'t change pkgnum '.$cust_pkg->pkgnum.' to pkgnum '.
205 $cust_pkg->change_to_pkgnum.'; not expiring';
208 $error = $cust_pkg->change( 'cust_pkg' => $new_pkg,
209 'unprotect_svcs' => 1 );
210 $error = '' if ref $error eq 'FS::cust_pkg';
212 } else { # just cancel it
213 $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
214 'reason_otaker' => $cpr->otaker,
220 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
223 join(' / ', @errors);
227 sub suspend_adjourned_pkgs {
228 my ( $self, $time, %options ) = @_;
230 my @susp_pkgs = $self->ncancelled_pkgs( {
232 " AND ( susp IS NULL OR susp = 0 )
233 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
234 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
239 #only because there's no SQL test for is_prepaid :/
241 grep { ( $_->part_pkg->is_prepaid
246 && $_->adjourn <= $time
254 foreach my $cust_pkg ( @susp_pkgs ) {
255 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
256 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
257 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
258 'reason_otaker' => $cpr->otaker
262 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
265 join(' / ', @errors);
269 sub unsuspend_resumed_pkgs {
270 my ( $self, $time, %options ) = @_;
272 my @unsusp_pkgs = $self->ncancelled_pkgs( {
273 'extra_sql' => " AND resume IS NOT NULL AND resume > 0 AND resume <= $time "
278 foreach my $cust_pkg ( @unsusp_pkgs ) {
279 my $error = $cust_pkg->unsuspend( 'time' => $time );
280 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
283 join(' / ', @errors);
289 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
290 conjunction with the collect method by calling B<bill_and_collect>.
292 If there is an error, returns the error, otherwise returns false.
294 Options are passed as name-value pairs. Currently available options are:
300 If set true, re-charges setup fees.
304 If set true then only bill recurring charges, not setup, usage, one time
309 If set, then override the normal frequency and look for a part_pkg_discount
310 to take at that frequency. This is appropriate only when the normal
311 frequency for all packages is monthly, and is an error otherwise. Use
312 C<pkg_list> to limit the set of packages included in billing.
316 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:
320 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
324 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
326 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
330 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
334 Do not bill prepaid packages. Used by freeside-daily.
338 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.
342 This boolean value informs the us that the package is being cancelled. This
343 typically might mean not charging the normal recurring fee but only usage
344 fees since the last billing. Setup charges may be charged. Not all package
345 plans support this feature (they tend to charge 0).
349 Prevent the resetting of usage limits during this call.
353 Do not save the generated bill in the database. Useful with return_bill
357 A list reference on which the generated bill(s) will be returned.
361 Optional terms to be printed on this invoice. Otherwise, customer-specific
362 terms or the default terms are used.
369 my( $self, %options ) = @_;
371 return '' if $self->payby eq 'COMP';
373 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
375 warn "$me bill customer ". $self->custnum. "\n"
378 my $time = $options{'time'} || time;
379 my $invoice_time = $options{'invoice_time'} || $time;
381 my $cmp_time = ( $conf->exists('next-bill-ignore-time')
386 $options{'not_pkgpart'} ||= {};
387 $options{'not_pkgpart'} = { map { $_ => 1 }
388 split(/\s*,\s*/, $options{'not_pkgpart'})
390 unless ref($options{'not_pkgpart'});
392 local $SIG{HUP} = 'IGNORE';
393 local $SIG{INT} = 'IGNORE';
394 local $SIG{QUIT} = 'IGNORE';
395 local $SIG{TERM} = 'IGNORE';
396 local $SIG{TSTP} = 'IGNORE';
397 local $SIG{PIPE} = 'IGNORE';
399 my $oldAutoCommit = $FS::UID::AutoCommit;
400 local $FS::UID::AutoCommit = 0;
403 warn "$me acquiring lock on customer ". $self->custnum. "\n"
406 $self->select_for_update; #mutex
408 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
411 my $error = $self->do_cust_event(
412 'debug' => ( $options{'debug'} || 0 ),
413 'time' => $invoice_time,
414 'check_freq' => $options{'check_freq'},
415 'stage' => 'pre-bill',
417 unless $options{no_commit};
419 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
423 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
426 #keep auto-charge and non-auto-charge line items separate
427 my @passes = ( '', 'no_auto' );
429 my %cust_bill_pkg = map { $_ => [] } @passes;
432 # find the packages which are due for billing, find out how much they are
433 # & generate invoice database.
436 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
437 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
439 my %taxlisthash = map { $_ => {} } @passes;
441 my @precommit_hooks = ();
443 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
445 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
447 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
449 my $part_pkg = $cust_pkg->part_pkg;
451 next if $options{'no_prepaid'} && $part_pkg->is_prepaid;
453 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG;
455 #? to avoid use of uninitialized value errors... ?
456 $cust_pkg->setfield('bill', '')
457 unless defined($cust_pkg->bill);
459 my $real_pkgpart = $cust_pkg->pkgpart;
460 my %hash = $cust_pkg->hash;
462 # we could implement this bit as FS::part_pkg::has_hidden, but we already
463 # suffer from performance issues
464 $options{has_hidden} = 0;
465 my @part_pkg = $part_pkg->self_and_bill_linked;
466 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
468 # if this package was changed from another package,
469 # and it hasn't been billed since then,
470 # and package balances are enabled,
471 if ( $cust_pkg->change_pkgnum
472 and $cust_pkg->change_date >= ($cust_pkg->last_bill || 0)
473 and $cust_pkg->change_date < $invoice_time
474 and $conf->exists('pkg-balances') )
476 # _transfer_balance will also create the appropriate credit
477 my @transfer_items = $self->_transfer_balance($cust_pkg);
478 # $part_pkg[0] is the "real" part_pkg
479 my $pass = ($cust_pkg->no_auto || $part_pkg[0]->no_auto) ?
481 push @{ $cust_bill_pkg{$pass} }, @transfer_items;
482 # treating this as recur, just because most charges are recur...
483 ${$total_recur{$pass}} += $_->recur foreach @transfer_items;
486 foreach my $part_pkg ( @part_pkg ) {
488 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
490 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
492 my $next_bill = $cust_pkg->getfield('bill') || 0;
494 # let this run once if this is the last bill upon cancellation
495 while ( $next_bill <= $cmp_time or $options{cancel} ) {
497 $self->_make_lines( 'part_pkg' => $part_pkg,
498 'cust_pkg' => $cust_pkg,
499 'precommit_hooks' => \@precommit_hooks,
500 'line_items' => $cust_bill_pkg{$pass},
501 'setup' => $total_setup{$pass},
502 'recur' => $total_recur{$pass},
503 'tax_matrix' => $taxlisthash{$pass},
505 'real_pkgpart' => $real_pkgpart,
506 'options' => \%options,
509 # Stop if anything goes wrong
512 # or if we're not incrementing the bill date.
513 last if ($cust_pkg->getfield('bill') || 0) == $next_bill;
515 # or if we're letting it run only once
516 last if $options{cancel};
518 $next_bill = $cust_pkg->getfield('bill') || 0;
520 #stop if -o was passed to freeside-daily
521 last if $options{'one_recur'};
524 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
528 } #foreach my $part_pkg
530 } #foreach my $cust_pkg
532 #if the customer isn't on an automatic payby, everything can go on a single
534 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
535 #merge everything into one list
538 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
540 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
542 warn "$me billing pass $pass\n"
543 #.Dumper(\@cust_bill_pkg)."\n"
550 my @pending_event_fees = FS::cust_event_fee->by_cust($self->custnum,
551 hashref => { 'billpkgnum' => '' }
553 warn "$me found pending fee events:\n".Dumper(\@pending_event_fees)."\n"
554 if @pending_event_fees and $DEBUG > 1;
556 # determine whether to generate an invoice
557 my $generate_bill = scalar(@cust_bill_pkg) > 0;
559 foreach my $event_fee (@pending_event_fees) {
560 $generate_bill = 1 unless $event_fee->nextbill;
563 # don't create an invoice with no line items, or where the only line
564 # items are fees that are supposed to be held until the next invoice
565 next if !$generate_bill;
569 foreach my $event_fee (@pending_event_fees) {
570 my $object = $event_fee->cust_event->cust_X;
571 my $part_fee = $event_fee->part_fee;
573 if ( $object->isa('FS::cust_main')
574 or $object->isa('FS::cust_pkg')
575 or $object->isa('FS::cust_pay_batch') )
577 # Not the real cust_bill object that will be inserted--in particular
578 # there are no taxes yet. If you want to charge a fee on the total
579 # invoice amount including taxes, you have to put the fee on the next
581 $cust_bill = FS::cust_bill->new({
582 'custnum' => $self->custnum,
583 'cust_bill_pkg' => \@cust_bill_pkg,
584 'charged' => ${ $total_setup{$pass} } +
585 ${ $total_recur{$pass} },
588 # If this is a package event, only apply the fee to line items
590 if ($object->isa('FS::cust_pkg')) {
591 $cust_bill->set('cust_bill_pkg',
592 [ grep { $_->pkgnum == $object->pkgnum } @cust_bill_pkg ]
596 } elsif ( $object->isa('FS::cust_bill') ) {
597 # simple case: applying the fee to a previous invoice (late fee,
599 $cust_bill = $object;
601 # if the fee def belongs to a different agent, don't charge the fee.
602 # event conditions should prevent this, but just in case they don't,
604 if ( $part_fee->agentnum and $part_fee->agentnum != $self->agentnum ) {
605 warn "tried to charge fee#".$part_fee->feepart .
606 " on customer#".$self->custnum." from a different agent.\n";
609 # also skip if it's disabled
610 next if $part_fee->disabled eq 'Y';
612 my $fee_item = $part_fee->lineitem($cust_bill) or next;
613 # link this so that we can clear the marker on inserting the line item
614 $fee_item->set('cust_event_fee', $event_fee);
615 push @fee_items, $fee_item;
619 # add fees to the invoice
620 foreach my $fee_item (@fee_items) {
622 push @cust_bill_pkg, $fee_item;
623 ${ $total_setup{$pass} } += $fee_item->setup;
624 ${ $total_recur{$pass} } += $fee_item->recur;
626 my $part_fee = $fee_item->part_fee;
627 my $fee_location = $self->ship_location; # I think?
629 my $error = $self->_handle_taxes(
632 location => $fee_location
634 return $error if $error;
638 # XXX implementation of fees is supposed to make this go away...
639 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
640 !$conf->exists('postal_invoice-recurring_only')
644 my $postal_pkg = $self->charge_postal_fee();
645 if ( $postal_pkg && !ref( $postal_pkg ) ) {
647 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
648 return "can't charge postal invoice fee for customer ".
649 $self->custnum. ": $postal_pkg";
651 } elsif ( $postal_pkg ) {
653 my $real_pkgpart = $postal_pkg->pkgpart;
654 # we could implement this bit as FS::part_pkg::has_hidden, but we already
655 # suffer from performance issues
656 $options{has_hidden} = 0;
657 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
658 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
660 foreach my $part_pkg ( @part_pkg ) {
661 my %postal_options = %options;
662 delete $postal_options{cancel};
664 $self->_make_lines( 'part_pkg' => $part_pkg,
665 'cust_pkg' => $postal_pkg,
666 'precommit_hooks' => \@precommit_hooks,
667 'line_items' => \@cust_bill_pkg,
668 'setup' => $total_setup{$pass},
669 'recur' => $total_recur{$pass},
670 'tax_matrix' => $taxlisthash{$pass},
672 'real_pkgpart' => $real_pkgpart,
673 'options' => \%postal_options,
676 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
681 # it's silly to have a zero value postal_pkg, but....
682 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
688 my $listref_or_error =
689 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
691 unless ( ref( $listref_or_error ) ) {
692 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
693 return $listref_or_error;
696 foreach my $taxline ( @$listref_or_error ) {
697 ${ $total_setup{$pass} } =
698 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
699 push @cust_bill_pkg, $taxline;
703 warn "adding tax adjustments...\n" if $DEBUG > 2;
704 foreach my $cust_tax_adjustment (
705 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
711 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
713 my $itemdesc = $cust_tax_adjustment->taxname;
714 $itemdesc = '' if $itemdesc eq 'Tax';
716 push @cust_bill_pkg, new FS::cust_bill_pkg {
722 'itemdesc' => $itemdesc,
723 'itemcomment' => $cust_tax_adjustment->comment,
724 'cust_tax_adjustment' => $cust_tax_adjustment,
725 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
730 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
732 my @cust_bill = $self->cust_bill;
733 my $balance = $self->balance;
734 my $previous_bill = $cust_bill[-1] if @cust_bill;
735 my $previous_balance = 0;
736 if ( $previous_bill ) {
737 $previous_balance = $previous_bill->billing_balance
738 + $previous_bill->charged;
741 warn "creating the new invoice\n" if $DEBUG;
742 #create the new invoice
743 my $cust_bill = new FS::cust_bill ( {
744 'custnum' => $self->custnum,
745 '_date' => $invoice_time,
746 'charged' => $charged,
747 'billing_balance' => $balance,
748 'previous_balance' => $previous_balance,
749 'invoice_terms' => $options{'invoice_terms'},
750 'cust_bill_pkg' => \@cust_bill_pkg,
752 $error = $cust_bill->insert unless $options{no_commit};
754 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
755 return "can't create invoice for customer #". $self->custnum. ": $error";
757 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
759 } #foreach my $pass ( keys %cust_bill_pkg )
761 foreach my $hook ( @precommit_hooks ) {
764 } unless $options{no_commit};
766 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
767 return "$@ running precommit hook $hook\n";
771 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
776 #discard bundled packages of 0 value
777 sub _omit_zero_value_bundles {
780 my @cust_bill_pkg = ();
781 my @cust_bill_pkg_bundle = ();
783 my $discount_show_always = 0;
785 foreach my $cust_bill_pkg ( @in ) {
787 $discount_show_always = ($cust_bill_pkg->get('discounts')
788 && scalar(@{$cust_bill_pkg->get('discounts')})
789 && $conf->exists('discount-show-always'));
791 warn " pkgnum ". $cust_bill_pkg->pkgnum. " sum $sum, ".
792 "setup_show_zero ". $cust_bill_pkg->setup_show_zero.
793 "recur_show_zero ". $cust_bill_pkg->recur_show_zero. "\n"
796 if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
797 push @cust_bill_pkg, @cust_bill_pkg_bundle
799 || ($sum == 0 && ( $discount_show_always
800 || grep {$_->recur_show_zero || $_->setup_show_zero}
801 @cust_bill_pkg_bundle
804 @cust_bill_pkg_bundle = ();
808 $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
809 push @cust_bill_pkg_bundle, $cust_bill_pkg;
813 push @cust_bill_pkg, @cust_bill_pkg_bundle
815 || ($sum == 0 && ( $discount_show_always
816 || grep {$_->recur_show_zero || $_->setup_show_zero}
817 @cust_bill_pkg_bundle
821 warn " _omit_zero_value_bundles: ". scalar(@in).
822 '->'. scalar(@cust_bill_pkg). "\n" #. Dumper(@cust_bill_pkg). "\n"
829 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
831 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
832 Usually used internally by bill method B<bill>.
834 If there is an error, returns the error, otherwise returns reference to a
835 list of line items suitable for insertion.
841 An array ref of the line items being billed.
845 A strange beast. The keys to this hash are internal identifiers consisting
846 of the name of the tax object type, a space, and its unique identifier ( e.g.
847 'cust_main_county 23' ). The values of the hash are listrefs. The first
848 item in the list is the tax object. The remaining items are either line
849 items or floating point values (currency amounts).
851 The taxes are calculated on this entity. Calculated exemption records are
852 transferred to the LINEITEMREF items on the assumption that they are related.
858 This specifies the date appearing on the associated invoice. Some
859 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
865 sub calculate_taxes {
866 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
868 # $taxlisthash is a hashref
869 # keys are identifiers, values are arrayrefs
870 # each arrayref starts with a tax object (cust_main_county or tax_rate)
871 # then any cust_bill_pkg objects the tax applies to
873 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
875 warn "$me calculate_taxes\n"
876 #.Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
879 my @tax_line_items = ();
881 # keys are tax names (as printed on invoices / itemdesc )
882 # values are arrayrefs of taxlisthash keys (internal identifiers)
885 # keys are taxlisthash keys (internal identifiers)
886 # values are (cumulative) amounts
889 # keys are taxlisthash keys (internal identifiers)
890 # values are arrayrefs of cust_bill_pkg_tax_location hashrefs
891 my %tax_location = ();
893 # keys are taxlisthash keys (internal identifiers)
894 # values are arrayrefs of cust_bill_pkg_tax_rate_location hashrefs
895 my %tax_rate_location = ();
897 # keys are taxlisthash keys (internal identifiers!)
898 # values are arrayrefs of cust_tax_exempt_pkg objects
901 foreach my $tax ( keys %$taxlisthash ) {
902 # $tax is a tax identifier (intersection of a tax definition record
903 # and a cust_bill_pkg record)
904 my $tax_object = shift @{ $taxlisthash->{$tax} };
905 # $tax_object is a cust_main_county or tax_rate
906 # (with billpkgnum, pkgnum, locationnum set)
907 # the rest of @{ $taxlisthash->{$tax} } is cust_bill_pkg component objects
908 # (setup, recurring, usage classes)
909 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
910 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
911 # taxline calculates the tax on all cust_bill_pkgs in the
912 # first (arrayref) argument, and returns a hashref of 'name'
913 # (the line item description) and 'amount'.
914 # It also calculates exemptions and attaches them to the cust_bill_pkgs
916 my $taxables = $taxlisthash->{$tax};
917 my $exemptions = $tax_exemption{$tax} ||= [];
918 my $taxline = $tax_object->taxline(
920 'custnum' => $self->custnum,
921 'invoice_time' => $invoice_time,
922 'exemptions' => $exemptions,
924 return $taxline unless ref($taxline);
926 unshift @{ $taxlisthash->{$tax} }, $tax_object;
928 if ( $tax_object->isa('FS::cust_main_county') ) {
929 # then $taxline is a real line item
930 push @{ $taxname{ $taxline->itemdesc } }, $taxline;
933 # leave this as is for now
935 my $name = $taxline->{'name'};
936 my $amount = $taxline->{'amount'};
938 #warn "adding $amount as $name\n";
939 $taxname{ $name } ||= [];
940 push @{ $taxname{ $name } }, $tax;
942 $tax_amount{ $tax } += $amount;
944 # link records between cust_main_county/tax_rate and cust_location
945 $tax_rate_location{ $tax } ||= [];
946 my $taxratelocationnum =
947 $tax_object->tax_rate_location->taxratelocationnum;
948 push @{ $tax_rate_location{ $tax } },
950 'taxnum' => $tax_object->taxnum,
951 'taxtype' => ref($tax_object),
952 'amount' => sprintf('%.2f', $amount ),
953 'locationtaxid' => $tax_object->location,
954 'taxratelocationnum' => $taxratelocationnum,
956 } #if ref($tax_object)...
957 } #foreach keys %$taxlisthash
959 #consolidate and create tax line items
960 warn "consolidating and generating...\n" if $DEBUG > 2;
961 foreach my $taxname ( keys %taxname ) {
962 my @cust_bill_pkg_tax_location;
963 my @cust_bill_pkg_tax_rate_location;
964 my $tax_cust_bill_pkg = FS::cust_bill_pkg->new({
969 'itemdesc' => $taxname,
970 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
971 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
976 warn "adding $taxname\n" if $DEBUG > 1;
977 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
978 if ( ref($taxitem) eq 'FS::cust_bill_pkg' ) {
979 # then we need to transfer the amount and the links from the
980 # line item to the new one we're creating.
981 $tax_total += $taxitem->setup;
982 foreach my $link ( @{ $taxitem->get('cust_bill_pkg_tax_location') } ) {
983 $link->set('tax_cust_bill_pkg', $tax_cust_bill_pkg);
984 push @cust_bill_pkg_tax_location, $link;
988 next if $seen{$taxitem}++;
989 warn "adding $tax_amount{$taxitem}\n" if $DEBUG > 1;
990 $tax_total += $tax_amount{$taxitem};
991 push @cust_bill_pkg_tax_rate_location,
992 map { new FS::cust_bill_pkg_tax_rate_location $_ }
993 @{ $tax_rate_location{ $taxitem } };
996 next unless $tax_total;
998 # we should really neverround this up...I guess it's okay if taxline
999 # already returns amounts with 2 decimal places
1000 $tax_total = sprintf('%.2f', $tax_total );
1001 $tax_cust_bill_pkg->set('setup', $tax_total);
1003 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
1009 if ( $pkg_category and
1010 $conf->config('invoice_latexsummary') ||
1011 $conf->config('invoice_htmlsummary')
1015 my %hash = ( 'section' => $pkg_category->categoryname );
1016 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
1019 $tax_cust_bill_pkg->set('display', \@display);
1021 push @tax_line_items, $tax_cust_bill_pkg;
1028 my ($self, %params) = @_;
1030 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1032 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
1033 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
1034 my $cust_location = $cust_pkg->tax_location;
1035 my $precommit_hooks = $params{precommit_hooks} or die "no precommit_hooks specified";
1036 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
1037 my $total_setup = $params{setup} or die "no setup accumulator specified";
1038 my $total_recur = $params{recur} or die "no recur accumulator specified";
1039 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
1040 my $time = $params{'time'} or die "no time specified";
1041 my (%options) = %{$params{options}};
1043 if ( $part_pkg->freq ne '1' and ($options{'freq_override'} || 0) > 0 ) {
1044 # this should never happen
1045 die 'freq_override billing attempted on non-monthly package '.
1050 my $real_pkgpart = $params{real_pkgpart};
1051 my %hash = $cust_pkg->hash;
1052 my $old_cust_pkg = new FS::cust_pkg \%hash;
1057 $cust_pkg->pkgpart($part_pkg->pkgpart);
1059 my $cmp_time = ( $conf->exists('next-bill-ignore-time')
1070 my @setup_discounts = ();
1071 my %setup_param = ( 'discounts' => \@setup_discounts );
1072 if ( ! $options{recurring_only}
1073 and ! $options{cancel}
1074 and ( $options{'resetup'}
1075 || ( ! $cust_pkg->setup
1076 && ( ! $cust_pkg->start_date
1077 || $cust_pkg->start_date <= $cmp_time
1079 && ( ! $conf->exists('disable_setup_suspended_pkgs')
1080 || ( $conf->exists('disable_setup_suspended_pkgs') &&
1081 ! $cust_pkg->getfield('susp')
1089 warn " bill setup\n" if $DEBUG > 1;
1091 unless ( $cust_pkg->waive_setup ) {
1094 $setup = eval { $cust_pkg->calc_setup( $time, \@details, \%setup_param ) };
1095 return "$@ running calc_setup for $cust_pkg\n"
1098 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
1101 $cust_pkg->setfield('setup', $time)
1102 unless $cust_pkg->setup;
1103 #do need it, but it won't get written to the db
1104 #|| $cust_pkg->pkgpart != $real_pkgpart;
1106 $cust_pkg->setfield('start_date', '')
1107 if $cust_pkg->start_date;
1112 # bill recurring fee
1117 my @recur_discounts = ();
1119 if ( ! $cust_pkg->start_date
1122 || ( $cust_pkg->susp != $cust_pkg->order_date
1123 && ( $cust_pkg->option('suspend_bill',1)
1124 || ( $part_pkg->option('suspend_bill', 1)
1125 && ! $cust_pkg->option('no_suspend_bill',1)
1131 ( $part_pkg->freq ne '0' && ( $cust_pkg->bill || 0 ) <= $cmp_time )
1132 || ( $part_pkg->plan eq 'voip_cdr'
1133 && $part_pkg->option('bill_every_call')
1138 # XXX should this be a package event? probably. events are called
1139 # at collection time at the moment, though...
1140 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
1141 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
1142 #don't want to reset usage just cause we want a line item??
1143 #&& $part_pkg->pkgpart == $real_pkgpart;
1145 warn " bill recur\n" if $DEBUG > 1;
1148 # XXX shared with $recur_prog
1149 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
1153 #over two params! lets at least switch to a hashref for the rest...
1154 my $increment_next_bill = ( $part_pkg->freq ne '0'
1155 && ( $cust_pkg->getfield('bill') || 0 ) <= $cmp_time
1156 && !$options{cancel}
1158 my %param = ( %setup_param,
1159 'precommit_hooks' => $precommit_hooks,
1160 'increment_next_bill' => $increment_next_bill,
1161 'discounts' => \@recur_discounts,
1162 'real_pkgpart' => $real_pkgpart,
1163 'freq_override' => $options{freq_override} || '',
1167 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
1169 # There may be some part_pkg for which this is wrong. Only those
1170 # which can_discount are supported.
1171 # (the UI should prevent adding discounts to these at the moment)
1173 warn "calling $method on cust_pkg ". $cust_pkg->pkgnum.
1174 " for pkgpart ". $cust_pkg->pkgpart.
1175 " with params ". join(' / ', map "$_=>$param{$_}", keys %param). "\n"
1178 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
1179 return "$@ running $method for $cust_pkg\n"
1183 $unitrecur = $cust_pkg->base_recur( \$sdate ) || $recur; #XXX uuh, better
1185 if ( $increment_next_bill ) {
1189 if ( my $main_pkg = $cust_pkg->main_pkg ) {
1190 # supplemental package
1191 # to keep in sync with the main package, simulate billing at
1193 my $main_pkg_freq = $main_pkg->part_pkg->freq;
1194 my $supp_pkg_freq = $part_pkg->freq;
1195 my $ratio = $supp_pkg_freq / $main_pkg_freq;
1196 if ( $ratio != int($ratio) ) {
1197 # the UI should prevent setting up packages like this, but just
1199 return "supplemental package period is not an integer multiple of main package period";
1201 $next_bill = $sdate;
1203 $next_bill = $part_pkg->add_freq( $next_bill, $main_pkg_freq );
1208 $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
1209 return "unparsable frequency: ". $part_pkg->freq
1210 if $next_bill == -1;
1213 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
1214 # only for figuring next bill date, nothing else, so, reset $sdate again
1216 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1217 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
1218 $cust_pkg->last_bill($sdate);
1220 $cust_pkg->setfield('bill', $next_bill );
1224 if ( $param{'setup_fee'} ) {
1225 # Add an additional setup fee at the billing stage.
1226 # Used for prorate_defer_bill.
1227 $setup += $param{'setup_fee'};
1228 $unitsetup += $param{'setup_fee'};
1232 if ( defined $param{'discount_left_setup'} ) {
1233 foreach my $discount_setup ( values %{$param{'discount_left_setup'}} ) {
1234 $setup -= $discount_setup;
1240 warn "\$setup is undefined" unless defined($setup);
1241 warn "\$recur is undefined" unless defined($recur);
1242 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
1245 # If there's line items, create em cust_bill_pkg records
1246 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
1251 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
1252 # hmm.. and if just the options are modified in some weird price plan?
1254 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
1257 my $error = $cust_pkg->replace( $old_cust_pkg,
1258 'depend_jobnum'=>$options{depend_jobnum},
1259 'options' => { $cust_pkg->options },
1261 unless $options{no_commit};
1262 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
1263 if $error; #just in case
1266 $setup = sprintf( "%.2f", $setup );
1267 $recur = sprintf( "%.2f", $recur );
1268 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
1269 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
1271 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
1272 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
1275 my $discount_show_always = $conf->exists('discount-show-always')
1276 && ( ($setup == 0 && scalar(@setup_discounts))
1277 || ($recur == 0 && scalar(@recur_discounts))
1282 || (!$part_pkg->hidden && $options{has_hidden}) #include some $0 lines
1283 || $discount_show_always
1284 || ($setup == 0 && $cust_pkg->_X_show_zero('setup'))
1285 || ($recur == 0 && $cust_pkg->_X_show_zero('recur'))
1289 warn " charges (setup=$setup, recur=$recur); adding line items\n"
1292 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
1294 warn " adding customer package invoice detail: $_\n"
1295 foreach @cust_pkg_detail;
1297 push @details, @cust_pkg_detail;
1299 my $cust_bill_pkg = new FS::cust_bill_pkg {
1300 'pkgnum' => $cust_pkg->pkgnum,
1302 'unitsetup' => $unitsetup,
1304 'unitrecur' => $unitrecur,
1305 'quantity' => $cust_pkg->quantity,
1306 'details' => \@details,
1307 'discounts' => [ @setup_discounts, @recur_discounts ],
1308 'hidden' => $part_pkg->hidden,
1309 'freq' => $part_pkg->freq,
1312 if ( $part_pkg->option('prorate_defer_bill',1)
1313 and !$hash{last_bill} ) {
1314 # both preceding and upcoming, technically
1315 $cust_bill_pkg->sdate( $cust_pkg->setup );
1316 $cust_bill_pkg->edate( $cust_pkg->bill );
1317 } elsif ( $part_pkg->recur_temporality eq 'preceding' ) {
1318 $cust_bill_pkg->sdate( $hash{last_bill} );
1319 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
1320 $cust_bill_pkg->edate( $time ) if $options{cancel};
1321 } else { #if ( $part_pkg->recur_temporality eq 'upcoming' ) {
1322 $cust_bill_pkg->sdate( $sdate );
1323 $cust_bill_pkg->edate( $cust_pkg->bill );
1324 #$cust_bill_pkg->edate( $time ) if $options{cancel};
1327 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
1328 unless $part_pkg->pkgpart == $real_pkgpart;
1330 $$total_setup += $setup;
1331 $$total_recur += $recur;
1337 my $error = $self->_handle_taxes( $taxlisthash, $cust_bill_pkg );
1338 return $error if $error;
1340 $cust_bill_pkg->set_display(
1341 part_pkg => $part_pkg,
1342 real_pkgpart => $real_pkgpart,
1345 push @$cust_bill_pkgs, $cust_bill_pkg;
1347 } #if $setup != 0 || $recur != 0
1355 =item _transfer_balance TO_PKG [ FROM_PKGNUM ]
1357 Takes one argument, a cust_pkg object that is being billed. This will
1358 be called only if the package was created by a package change, and has
1359 not been billed since the package change, and package balance tracking
1360 is enabled. The second argument can be an alternate package number to
1361 transfer the balance from; this should not be used externally.
1363 Transfers the balance from the previous package (now canceled) to
1364 this package, by crediting one package and creating an invoice item for
1365 the other. Inserts the credit and returns the invoice item (so that it
1366 can be added to an invoice that's being built).
1368 If the previous package was never billed, and was also created by a package
1369 change, then this will also transfer the balance from I<its> previous
1370 package, and so on, until reaching a package that either has been billed
1371 or was not created by a package change.
1375 my $balance_transfer_reason;
1377 sub _transfer_balance {
1379 my $cust_pkg = shift;
1380 my $from_pkgnum = shift || $cust_pkg->change_pkgnum;
1381 my $from_pkg = FS::cust_pkg->by_key($from_pkgnum);
1385 # if $from_pkg is not the first package in the chain, and it was never
1387 if ( $from_pkg->change_pkgnum and scalar($from_pkg->cust_bill_pkg) == 0 ) {
1388 @transfers = $self->_transfer_balance($cust_pkg, $from_pkg->change_pkgnum);
1391 my $prev_balance = $self->balance_pkgnum($from_pkgnum);
1392 if ( $prev_balance != 0 ) {
1393 $balance_transfer_reason ||= FS::reason->new_or_existing(
1394 'reason' => 'Package balance transfer',
1395 'type' => 'Internal adjustment',
1399 my $credit = FS::cust_credit->new({
1400 'custnum' => $self->custnum,
1401 'amount' => abs($prev_balance),
1402 'reasonnum' => $balance_transfer_reason->reasonnum,
1403 '_date' => $cust_pkg->change_date,
1406 my $cust_bill_pkg = FS::cust_bill_pkg->new({
1408 'recur' => abs($prev_balance),
1409 #'sdate' => $from_pkg->last_bill, # not sure about this
1410 #'edate' => $cust_pkg->change_date,
1411 'itemdesc' => $self->mt('Previous Balance, [_1]',
1412 $from_pkg->part_pkg->pkg),
1415 if ( $prev_balance > 0 ) {
1416 # credit the old package, charge the new one
1417 $credit->set('pkgnum', $from_pkgnum);
1418 $cust_bill_pkg->set('pkgnum', $cust_pkg->pkgnum);
1421 $credit->set('pkgnum', $cust_pkg->pkgnum);
1422 $cust_bill_pkg->set('pkgnum', $from_pkgnum);
1424 my $error = $credit->insert;
1425 die "error transferring package balance from #".$from_pkgnum.
1426 " to #".$cust_pkg->pkgnum.": $error\n" if $error;
1428 push @transfers, $cust_bill_pkg;
1429 } # $prev_balance != 0
1434 =item handle_taxes TAXLISTHASH CUST_BILL_PKG [ OPTIONS ]
1436 This is _handle_taxes. It's called once for each cust_bill_pkg generated
1439 TAXLISTHASH is a hashref shared across the entire invoice. It looks like
1442 'cust_main_county 1001' => [ [FS::cust_main_county], ... ],
1443 'cust_main_county 1002' => [ [FS::cust_main_county], ... ],
1446 'cust_main_county' can also be 'tax_rate'. The first object in the array
1447 is always the cust_main_county or tax_rate identified by the key.
1449 That "..." is a list of FS::cust_bill_pkg objects that will be fed to
1450 the 'taxline' method to calculate the amount of the tax. This doesn't
1451 happen until calculate_taxes, though.
1453 OPTIONS may include:
1454 - part_item: a part_pkg or part_fee object to be used as the package/fee
1456 - location: a cust_location to be used as the billing location.
1458 If not supplied, part_item will be inferred from the pkgnum or feepart of the
1459 cust_bill_pkg, and location from the pkgnum (or, for fees, the invnum and
1460 the customer's default service location).
1466 my $taxlisthash = shift;
1467 my $cust_bill_pkg = shift;
1470 # at this point I realize that we have enough information to infer all this
1471 # stuff, instead of passing around giant honking argument lists
1472 my $location = $options{location} || $cust_bill_pkg->tax_location;
1473 my $part_item = $options{part_item} || $cust_bill_pkg->part_X;
1475 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1477 return if ( $self->payby eq 'COMP' ); #dubious
1479 if ( $conf->exists('enable_taxproducts')
1480 && ( scalar($part_item->part_pkg_taxoverride)
1481 || $part_item->has_taxproduct
1486 # EXTERNAL TAX RATES (via tax_rate)
1487 my %cust_bill_pkg = ();
1491 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
1492 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
1493 push @classes, 'setup' if $cust_bill_pkg->setup;
1494 push @classes, 'recur' if $cust_bill_pkg->recur;
1496 my $exempt = $conf->exists('cust_class-tax_exempt')
1497 ? ( $self->cust_class ? $self->cust_class->tax : '' )
1499 # standardize this just to be sure
1500 $exempt = ($exempt eq 'Y') ? 'Y' : '';
1504 foreach my $class (@classes) {
1505 my $err_or_ref = $self->_gather_taxes($part_item, $class, $location);
1506 return $err_or_ref unless ref($err_or_ref);
1507 $taxes{$class} = $err_or_ref;
1510 unless (exists $taxes{''}) {
1511 my $err_or_ref = $self->_gather_taxes($part_item, '', $location);
1512 return $err_or_ref unless ref($err_or_ref);
1513 $taxes{''} = $err_or_ref;
1518 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate; # grrr
1519 foreach my $key (keys %tax_cust_bill_pkg) {
1520 # $key is "setup", "recur", or a usage class name. ('' is a usage class.)
1521 # $tax_cust_bill_pkg{$key} is a cust_bill_pkg for that component of
1523 # $taxes{$key} is an arrayref of cust_main_county or tax_rate objects that
1524 # apply to $key-class charges.
1525 my @taxes = @{ $taxes{$key} || [] };
1526 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
1528 my %localtaxlisthash = ();
1529 foreach my $tax ( @taxes ) {
1531 # this is the tax identifier, not the taxname
1532 my $taxname = ref( $tax ). ' '. $tax->taxnum;
1533 # $taxlisthash: keys are "setup", "recur", and usage classes.
1534 # Values are arrayrefs, first the tax object (cust_main_county
1535 # or tax_rate) and then any cust_bill_pkg objects that the
1537 $taxlisthash->{ $taxname } ||= [ $tax ];
1538 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
1540 $localtaxlisthash{ $taxname } ||= [ $tax ];
1541 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
1545 warn "finding taxed taxes...\n" if $DEBUG > 2;
1546 foreach my $tax ( keys %localtaxlisthash ) {
1547 my $tax_object = shift @{ $localtaxlisthash{$tax} };
1548 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
1550 next unless $tax_object->can('tax_on_tax');
1552 foreach my $tot ( $tax_object->tax_on_tax( $location ) ) {
1553 my $totname = ref( $tot ). ' '. $tot->taxnum;
1555 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
1557 next unless exists( $localtaxlisthash{ $totname } ); # only increase
1559 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
1560 # calculate the tax amount that the tax_on_tax will apply to
1561 my $hashref_or_error =
1562 $tax_object->taxline( $localtaxlisthash{$tax} );
1563 return $hashref_or_error
1564 unless ref($hashref_or_error);
1566 # and append it to the list of taxable items
1567 $taxlisthash->{ $totname } ||= [ $tot ];
1568 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
1576 # INTERNAL TAX RATES (cust_main_county)
1578 # We fetch taxes even if the customer is completely exempt,
1579 # because we need to record that fact.
1581 my @loc_keys = qw( district city county state country );
1582 my %taxhash = map { $_ => $location->$_ } @loc_keys;
1584 $taxhash{'taxclass'} = $part_item->taxclass;
1586 warn "taxhash:\n". Dumper(\%taxhash) if $DEBUG > 2;
1588 my @taxes = (); # entries are cust_main_county objects
1589 my %taxhash_elim = %taxhash;
1590 my @elim = qw( district city county state );
1593 #first try a match with taxclass
1594 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1596 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1597 #then try a match without taxclass
1598 my %no_taxclass = %taxhash_elim;
1599 $no_taxclass{ 'taxclass' } = '';
1600 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1603 $taxhash_elim{ shift(@elim) } = '';
1605 } while ( !scalar(@taxes) && scalar(@elim) );
1608 my $tax_id = 'cust_main_county '.$_->taxnum;
1609 $taxlisthash->{$tax_id} ||= [ $_ ];
1610 push @{ $taxlisthash->{$tax_id} }, $cust_bill_pkg;
1617 =item _gather_taxes PART_ITEM CLASS CUST_LOCATION
1619 Internal method used with vendor-provided tax tables. PART_ITEM is a part_pkg
1620 or part_fee (which will define the tax eligibility of the product), CLASS is
1621 'setup', 'recur', null, or a C<usage_class> number, and CUST_LOCATION is the
1622 location where the service was provided (or billed, depending on
1623 configuration). Returns an arrayref of L<FS::tax_rate> objects that
1624 can apply to this line item.
1630 my $part_item = shift;
1632 my $location = shift;
1634 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1636 my $geocode = $location->geocode('cch');
1638 [ $part_item->tax_rates('cch', $geocode, $class) ]
1642 =item collect [ HASHREF | OPTION => VALUE ... ]
1644 (Attempt to) collect money for this customer's outstanding invoices (see
1645 L<FS::cust_bill>). Usually used after the bill method.
1647 Actions are now triggered by billing events; see L<FS::part_event> and the
1648 billing events web interface. Old-style invoice events (see
1649 L<FS::part_bill_event>) have been deprecated.
1651 If there is an error, returns the error, otherwise returns false.
1653 Options are passed as name-value pairs.
1655 Currently available options are:
1661 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.
1665 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1669 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1673 set true to surpress email card/ACH decline notices.
1677 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)
1683 # allows for one time override of normal customer billing method
1688 my( $self, %options ) = @_;
1690 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1692 my $invoice_time = $options{'invoice_time'} || time;
1695 local $SIG{HUP} = 'IGNORE';
1696 local $SIG{INT} = 'IGNORE';
1697 local $SIG{QUIT} = 'IGNORE';
1698 local $SIG{TERM} = 'IGNORE';
1699 local $SIG{TSTP} = 'IGNORE';
1700 local $SIG{PIPE} = 'IGNORE';
1702 my $oldAutoCommit = $FS::UID::AutoCommit;
1703 local $FS::UID::AutoCommit = 0;
1706 $self->select_for_update; #mutex
1709 my $balance = $self->balance;
1710 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1713 if ( exists($options{'retry_card'}) ) {
1714 carp 'retry_card option passed to collect is deprecated; use retry';
1715 $options{'retry'} ||= $options{'retry_card'};
1717 if ( exists($options{'retry'}) && $options{'retry'} ) {
1718 my $error = $self->retry_realtime;
1720 $dbh->rollback if $oldAutoCommit;
1725 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1727 #never want to roll back an event just because it returned an error
1728 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1730 $self->do_cust_event(
1731 'debug' => ( $options{'debug'} || 0 ),
1732 'time' => $invoice_time,
1733 'check_freq' => $options{'check_freq'},
1734 'stage' => 'collect',
1739 =item retry_realtime
1741 Schedules realtime / batch credit card / electronic check / LEC billing
1742 events for for retry. Useful if card information has changed or manual
1743 retry is desired. The 'collect' method must be called to actually retry
1746 Implementation details: For either this customer, or for each of this
1747 customer's open invoices, changes the status of the first "done" (with
1748 statustext error) realtime processing event to "failed".
1752 sub retry_realtime {
1755 local $SIG{HUP} = 'IGNORE';
1756 local $SIG{INT} = 'IGNORE';
1757 local $SIG{QUIT} = 'IGNORE';
1758 local $SIG{TERM} = 'IGNORE';
1759 local $SIG{TSTP} = 'IGNORE';
1760 local $SIG{PIPE} = 'IGNORE';
1762 my $oldAutoCommit = $FS::UID::AutoCommit;
1763 local $FS::UID::AutoCommit = 0;
1766 #a little false laziness w/due_cust_event (not too bad, really)
1768 my $join = FS::part_event_condition->join_conditions_sql;
1769 my $order = FS::part_event_condition->order_conditions_sql;
1772 . join ( ' OR ' , map {
1773 my $cust_join = FS::part_event->eventtables_cust_join->{$_} || '';
1774 my $custnum = FS::part_event->eventtables_custnum->{$_};
1775 "( part_event.eventtable = " . dbh->quote($_)
1776 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key
1777 . " from $_ $cust_join"
1778 . " where $custnum = " . dbh->quote( $self->custnum ) . "))" ;
1779 } FS::part_event->eventtables)
1782 #here is the agent virtualization
1783 my $agent_virt = " ( part_event.agentnum IS NULL
1784 OR part_event.agentnum = ". $self->agentnum. ' )';
1786 #XXX this shouldn't be hardcoded, actions should declare it...
1787 my @realtime_events = qw(
1788 cust_bill_realtime_card
1789 cust_bill_realtime_check
1790 cust_bill_realtime_lec
1794 my $is_realtime_event =
1795 ' part_event.action IN ( '.
1796 join(',', map "'$_'", @realtime_events ).
1799 my $batch_or_statustext =
1800 "( part_event.action = 'cust_bill_batch'
1801 OR ( statustext IS NOT NULL AND statustext != '' )
1805 my @cust_event = qsearch({
1806 'table' => 'cust_event',
1807 'select' => 'cust_event.*',
1808 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1809 'hashref' => { 'status' => 'done' },
1810 'extra_sql' => " AND $batch_or_statustext ".
1811 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1814 my %seen_invnum = ();
1815 foreach my $cust_event (@cust_event) {
1817 #max one for the customer, one for each open invoice
1818 my $cust_X = $cust_event->cust_X;
1819 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1823 or $cust_event->part_event->eventtable eq 'cust_bill'
1826 my $error = $cust_event->retry;
1828 $dbh->rollback if $oldAutoCommit;
1829 return "error scheduling event for retry: $error";
1834 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1839 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1841 Runs billing events; see L<FS::part_event> and the billing events web
1844 If there is an error, returns the error, otherwise returns false.
1846 Options are passed as name-value pairs.
1848 Currently available options are:
1854 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.
1858 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1862 "collect" (the default) or "pre-bill"
1866 set true to surpress email card/ACH decline notices.
1870 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)
1877 # allows for one time override of normal customer billing method
1881 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1884 my( $self, %options ) = @_;
1886 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1888 my $time = $options{'time'} || time;
1891 local $SIG{HUP} = 'IGNORE';
1892 local $SIG{INT} = 'IGNORE';
1893 local $SIG{QUIT} = 'IGNORE';
1894 local $SIG{TERM} = 'IGNORE';
1895 local $SIG{TSTP} = 'IGNORE';
1896 local $SIG{PIPE} = 'IGNORE';
1898 my $oldAutoCommit = $FS::UID::AutoCommit;
1899 local $FS::UID::AutoCommit = 0;
1902 $self->select_for_update; #mutex
1905 my $balance = $self->balance;
1906 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
1909 # if ( exists($options{'retry_card'}) ) {
1910 # carp 'retry_card option passed to collect is deprecated; use retry';
1911 # $options{'retry'} ||= $options{'retry_card'};
1913 # if ( exists($options{'retry'}) && $options{'retry'} ) {
1914 # my $error = $self->retry_realtime;
1916 # $dbh->rollback if $oldAutoCommit;
1921 # false laziness w/pay_batch::import_results
1923 my $due_cust_event = $self->due_cust_event(
1924 'debug' => ( $options{'debug'} || 0 ),
1926 'check_freq' => $options{'check_freq'},
1927 'stage' => ( $options{'stage'} || 'collect' ),
1929 unless( ref($due_cust_event) ) {
1930 $dbh->rollback if $oldAutoCommit;
1931 return $due_cust_event;
1934 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1935 #never want to roll back an event just because it or a different one
1937 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1939 foreach my $cust_event ( @$due_cust_event ) {
1943 #re-eval event conditions (a previous event could have changed things)
1944 unless ( $cust_event->test_conditions ) {
1945 #don't leave stray "new/locked" records around
1946 my $error = $cust_event->delete;
1947 return $error if $error;
1952 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
1953 if $options{'quiet'};
1954 warn " running cust_event ". $cust_event->eventnum. "\n"
1957 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
1958 if ( my $error = $cust_event->do_event( 'time' => $time ) ) {
1959 #XXX wtf is this? figure out a proper dealio with return value
1971 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
1973 Inserts database records for and returns an ordered listref of new events due
1974 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
1975 events are due, an empty listref is returned. If there is an error, returns a
1976 scalar error message.
1978 To actually run the events, call each event's test_condition method, and if
1979 still true, call the event's do_event method.
1981 Options are passed as a hashref or as a list of name-value pairs. Available
1988 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
1992 "collect" (the default) or "pre-bill"
1996 "Current time" for the events.
2000 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2004 Only return events for the specified eventtable (by default, events of all eventtables are returned)
2008 Explicitly pass the objects to be tested (typically used with eventtable).
2012 Set to true to return the objects, but not actually insert them into the
2019 sub due_cust_event {
2021 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
2024 #my $DEBUG = $opt{'debug'}
2025 $opt{'debug'} ||= 0; # silence some warnings
2026 local($DEBUG) = $opt{'debug'}
2027 if $opt{'debug'} > $DEBUG;
2028 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
2030 warn "$me due_cust_event called with options ".
2031 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
2034 $opt{'time'} ||= time;
2036 local $SIG{HUP} = 'IGNORE';
2037 local $SIG{INT} = 'IGNORE';
2038 local $SIG{QUIT} = 'IGNORE';
2039 local $SIG{TERM} = 'IGNORE';
2040 local $SIG{TSTP} = 'IGNORE';
2041 local $SIG{PIPE} = 'IGNORE';
2043 my $oldAutoCommit = $FS::UID::AutoCommit;
2044 local $FS::UID::AutoCommit = 0;
2047 $self->select_for_update #mutex
2048 unless $opt{testonly};
2051 # find possible events (initial search)
2054 my @cust_event = ();
2056 my @eventtable = $opt{'eventtable'}
2057 ? ( $opt{'eventtable'} )
2058 : FS::part_event->eventtables_runorder;
2060 my $check_freq = $opt{'check_freq'} || '1d';
2062 foreach my $eventtable ( @eventtable ) {
2065 if ( $opt{'objects'} ) {
2067 @objects = @{ $opt{'objects'} };
2069 } elsif ( $eventtable eq 'cust_main' ) {
2071 @objects = ( $self );
2075 my $cm_join = " LEFT JOIN cust_main USING ( custnum )";
2076 # linkage not needed here because FS::cust_main->$eventtable will
2079 #some false laziness w/Cron::bill bill_where
2081 my $join = FS::part_event_condition->join_conditions_sql( $eventtable);
2082 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
2083 'time'=>$opt{'time'},
2085 $where = $where ? "AND $where" : '';
2087 my $are_part_event =
2088 "EXISTS ( SELECT 1 FROM part_event $join
2089 WHERE check_freq = '$check_freq'
2090 AND eventtable = '$eventtable'
2091 AND ( disabled = '' OR disabled IS NULL )
2097 @objects = $self->$eventtable(
2098 'addl_from' => $cm_join,
2099 'extra_sql' => " AND $are_part_event",
2101 } # if ( !$opt{objects} and $eventtable ne 'cust_main' )
2103 my @e_cust_event = ();
2105 my $linkage = FS::part_event->eventtables_cust_join->{$eventtable} || '';
2107 my $cross = "CROSS JOIN $eventtable $linkage";
2108 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
2109 unless $eventtable eq 'cust_main';
2111 foreach my $object ( @objects ) {
2113 #this first search uses the condition_sql magic for optimization.
2114 #the more possible events we can eliminate in this step the better
2116 my $cross_where = '';
2117 my $pkey = $object->primary_key;
2118 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
2120 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
2122 FS::part_event_condition->where_conditions_sql( $eventtable,
2123 'time'=>$opt{'time'}
2125 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
2127 $extra_sql = "AND $extra_sql" if $extra_sql;
2129 #here is the agent virtualization
2130 $extra_sql .= " AND ( part_event.agentnum IS NULL
2131 OR part_event.agentnum = ". $self->agentnum. ' )';
2133 $extra_sql .= " $order";
2135 warn "searching for events for $eventtable ". $object->$pkey. "\n"
2136 if $opt{'debug'} > 2;
2137 my @part_event = qsearch( {
2138 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
2139 'select' => 'part_event.*',
2140 'table' => 'part_event',
2141 'addl_from' => "$cross $join",
2142 'hashref' => { 'check_freq' => $check_freq,
2143 'eventtable' => $eventtable,
2146 'extra_sql' => "AND $cross_where $extra_sql",
2150 my $pkey = $object->primary_key;
2151 warn " ". scalar(@part_event).
2152 " possible events found for $eventtable ". $object->$pkey(). "\n";
2155 push @e_cust_event, map {
2156 $_->new_cust_event($object, 'time' => $opt{'time'})
2161 warn " ". scalar(@e_cust_event).
2162 " subtotal possible cust events found for $eventtable\n"
2165 push @cust_event, @e_cust_event;
2169 warn " ". scalar(@cust_event).
2170 " total possible cust events found in initial search\n"
2178 $opt{stage} ||= 'collect';
2180 grep { my $stage = $_->part_event->event_stage;
2181 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
2191 @cust_event = grep $_->test_conditions( 'stats_hashref' => \%unsat ),
2194 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
2197 warn " invalid conditions not eliminated with condition_sql:\n".
2198 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
2199 if keys %unsat && $DEBUG; # > 1;
2205 unless( $opt{testonly} ) {
2206 foreach my $cust_event ( @cust_event ) {
2208 my $error = $cust_event->insert();
2210 $dbh->rollback if $oldAutoCommit;
2217 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2223 warn " returning events: ". Dumper(@cust_event). "\n"
2230 =item apply_payments_and_credits [ OPTION => VALUE ... ]
2232 Applies unapplied payments and credits.
2234 In most cases, this new method should be used in place of sequential
2235 apply_payments and apply_credits methods.
2237 A hash of optional arguments may be passed. Currently "manual" is supported.
2238 If true, a payment receipt is sent instead of a statement when
2239 'payment_receipt_email' configuration option is set.
2241 If there is an error, returns the error, otherwise returns false.
2245 sub apply_payments_and_credits {
2246 my( $self, %options ) = @_;
2248 local $SIG{HUP} = 'IGNORE';
2249 local $SIG{INT} = 'IGNORE';
2250 local $SIG{QUIT} = 'IGNORE';
2251 local $SIG{TERM} = 'IGNORE';
2252 local $SIG{TSTP} = 'IGNORE';
2253 local $SIG{PIPE} = 'IGNORE';
2255 my $oldAutoCommit = $FS::UID::AutoCommit;
2256 local $FS::UID::AutoCommit = 0;
2259 $self->select_for_update; #mutex
2261 foreach my $cust_bill ( $self->open_cust_bill ) {
2262 my $error = $cust_bill->apply_payments_and_credits(%options);
2264 $dbh->rollback if $oldAutoCommit;
2265 return "Error applying: $error";
2269 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2274 =item apply_credits OPTION => VALUE ...
2276 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
2277 to outstanding invoice balances in chronological order (or reverse
2278 chronological order if the I<order> option is set to B<newest>) and returns the
2279 value of any remaining unapplied credits available for refund (see
2280 L<FS::cust_refund>).
2282 Dies if there is an error.
2290 local $SIG{HUP} = 'IGNORE';
2291 local $SIG{INT} = 'IGNORE';
2292 local $SIG{QUIT} = 'IGNORE';
2293 local $SIG{TERM} = 'IGNORE';
2294 local $SIG{TSTP} = 'IGNORE';
2295 local $SIG{PIPE} = 'IGNORE';
2297 my $oldAutoCommit = $FS::UID::AutoCommit;
2298 local $FS::UID::AutoCommit = 0;
2301 $self->select_for_update; #mutex
2303 unless ( $self->total_unapplied_credits ) {
2304 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2308 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
2309 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
2311 my @invoices = $self->open_cust_bill;
2312 @invoices = sort { $b->_date <=> $a->_date } @invoices
2313 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
2315 if ( $conf->exists('pkg-balances') ) {
2316 # limit @credits to those w/ a pkgnum grepped from $self
2318 foreach my $i (@invoices) {
2319 foreach my $li ( $i->cust_bill_pkg ) {
2320 $pkgnums{$li->pkgnum} = 1;
2323 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
2328 foreach my $cust_bill ( @invoices ) {
2330 if ( !defined($credit) || $credit->credited == 0) {
2331 $credit = pop @credits or last;
2335 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
2336 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
2338 $owed = $cust_bill->owed;
2340 unless ( $owed > 0 ) {
2341 push @credits, $credit;
2345 my $amount = min( $credit->credited, $owed );
2347 my $cust_credit_bill = new FS::cust_credit_bill ( {
2348 'crednum' => $credit->crednum,
2349 'invnum' => $cust_bill->invnum,
2350 'amount' => $amount,
2352 $cust_credit_bill->pkgnum( $credit->pkgnum )
2353 if $conf->exists('pkg-balances') && $credit->pkgnum;
2354 my $error = $cust_credit_bill->insert;
2356 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2360 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2364 my $total_unapplied_credits = $self->total_unapplied_credits;
2366 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2368 return $total_unapplied_credits;
2371 =item apply_payments [ OPTION => VALUE ... ]
2373 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
2374 to outstanding invoice balances in chronological order.
2376 #and returns the value of any remaining unapplied payments.
2378 A hash of optional arguments may be passed. Currently "manual" is supported.
2379 If true, a payment receipt is sent instead of a statement when
2380 'payment_receipt_email' configuration option is set.
2382 Dies if there is an error.
2386 sub apply_payments {
2387 my( $self, %options ) = @_;
2389 local $SIG{HUP} = 'IGNORE';
2390 local $SIG{INT} = 'IGNORE';
2391 local $SIG{QUIT} = 'IGNORE';
2392 local $SIG{TERM} = 'IGNORE';
2393 local $SIG{TSTP} = 'IGNORE';
2394 local $SIG{PIPE} = 'IGNORE';
2396 my $oldAutoCommit = $FS::UID::AutoCommit;
2397 local $FS::UID::AutoCommit = 0;
2400 $self->select_for_update; #mutex
2404 my @payments = sort { $b->_date <=> $a->_date }
2405 grep { $_->unapplied > 0 }
2408 my @invoices = sort { $a->_date <=> $b->_date}
2409 grep { $_->owed > 0 }
2412 if ( $conf->exists('pkg-balances') ) {
2413 # limit @payments to those w/ a pkgnum grepped from $self
2415 foreach my $i (@invoices) {
2416 foreach my $li ( $i->cust_bill_pkg ) {
2417 $pkgnums{$li->pkgnum} = 1;
2420 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2425 foreach my $cust_bill ( @invoices ) {
2427 if ( !defined($payment) || $payment->unapplied == 0 ) {
2428 $payment = pop @payments or last;
2432 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2433 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2435 $owed = $cust_bill->owed;
2437 unless ( $owed > 0 ) {
2438 push @payments, $payment;
2442 my $amount = min( $payment->unapplied, $owed );
2445 'paynum' => $payment->paynum,
2446 'invnum' => $cust_bill->invnum,
2447 'amount' => $amount,
2449 $cbp->{_date} = $payment->_date
2450 if $options{'manual'} && $options{'backdate_application'};
2451 my $cust_bill_pay = new FS::cust_bill_pay($cbp);
2452 $cust_bill_pay->pkgnum( $payment->pkgnum )
2453 if $conf->exists('pkg-balances') && $payment->pkgnum;
2454 my $error = $cust_bill_pay->insert(%options);
2456 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2460 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2464 my $total_unapplied_payments = $self->total_unapplied_payments;
2466 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2468 return $total_unapplied_payments;
2478 suspend_adjourned_pkgs
2479 unsuspend_resumed_pkgs
2482 (do_cust_event pre-bill)
2485 (vendor-only) _gather_taxes
2486 _omit_zero_value_bundles
2487 _handle_taxes (for fees)
2490 apply_payments_and_credits
2499 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>