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 );
11 use FS::cust_bill_pkg;
12 use FS::cust_bill_pkg_display;
13 use FS::cust_bill_pay;
14 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 # 1 is mostly method/subroutine entry and options
25 # 2 traces progress of some operations
26 # 3 is even more information including possibly sensitive data
28 $me = '[FS::cust_main::Billing]';
30 install_callback FS::UID sub {
32 #yes, need it for stuff below (prolly should be cached)
37 FS::cust_main::Billing - Billing mixin for cust_main
43 These methods are available on FS::cust_main objects.
49 =item bill_and_collect
51 Cancels and suspends any packages due, generates bills, applies payments and
52 credits, and applies collection events to run cards, send bills and notices,
55 By default, warns on errors and continues with the next operation (but see the
58 Options are passed as name-value pairs. Currently available options are:
64 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:
68 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
72 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.
76 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
80 If set true, re-charges setup fees.
84 If set any errors prevent subsequent operations from continusing. If set
85 specifically to "return", returns the error (or false, if there is no error).
86 Any other true value causes errors to die.
90 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)
94 Optional FS::queue entry to receive status updates.
98 Options are passed to the B<bill> and B<collect> methods verbatim, so all
99 options of those methods are also available.
103 sub bill_and_collect {
104 my( $self, %options ) = @_;
108 #$options{actual_time} not $options{time} because freeside-daily -d is for
109 #pre-printing invoices
111 $options{'actual_time'} ||= time;
112 my $job = $options{'job'};
114 $job->update_statustext('0,cleaning expired packages') if $job;
115 $error = $self->cancel_expired_pkgs( $options{actual_time} );
117 $error = "Error expiring custnum ". $self->custnum. ": $error";
118 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
119 elsif ( $options{fatal} ) { die $error; }
120 else { warn $error; }
123 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
125 $error = "Error adjourning custnum ". $self->custnum. ": $error";
126 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
127 elsif ( $options{fatal} ) { die $error; }
128 else { warn $error; }
131 $job->update_statustext('20,billing packages') if $job;
132 $error = $self->bill( %options );
134 $error = "Error billing 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('50,applying payments and credits') if $job;
141 $error = $self->apply_payments_and_credits;
143 $error = "Error applying 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('70,running collection events') if $job;
150 unless ( $conf->exists('cancelled_cust-noevents')
151 && ! $self->num_ncancelled_pkgs
153 $error = $self->collect( %options );
155 $error = "Error collecting custnum ". $self->custnum. ": $error";
156 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
157 elsif ($options{fatal} ) { die $error; }
158 else { warn $error; }
161 $job->update_statustext('100,finished') if $job;
167 sub cancel_expired_pkgs {
168 my ( $self, $time, %options ) = @_;
170 my @cancel_pkgs = $self->ncancelled_pkgs( {
171 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
176 foreach my $cust_pkg ( @cancel_pkgs ) {
177 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
178 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
179 'reason_otaker' => $cpr->otaker
183 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
186 scalar(@errors) ? join(' / ', @errors) : '';
190 sub suspend_adjourned_pkgs {
191 my ( $self, $time, %options ) = @_;
193 my @susp_pkgs = $self->ncancelled_pkgs( {
195 " AND ( susp IS NULL OR susp = 0 )
196 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
197 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
202 #only because there's no SQL test for is_prepaid :/
204 grep { ( $_->part_pkg->is_prepaid
209 && $_->adjourn <= $time
217 foreach my $cust_pkg ( @susp_pkgs ) {
218 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
219 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
220 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
221 'reason_otaker' => $cpr->otaker
225 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
228 scalar(@errors) ? join(' / ', @errors) : '';
234 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
235 conjunction with the collect method by calling B<bill_and_collect>.
237 If there is an error, returns the error, otherwise returns false.
239 Options are passed as name-value pairs. Currently available options are:
245 If set true, re-charges setup fees.
249 If set true then only bill recurring charges, not setup, usage, one time
254 If set, then override the normal frequency and look for a part_pkg_discount
255 to take at that frequency.
259 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:
263 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
267 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
269 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
273 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
277 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.
281 This boolean value informs the us that the package is being cancelled. This
282 typically might mean not charging the normal recurring fee but only usage
283 fees since the last billing. Setup charges may be charged. Not all package
284 plans support this feature (they tend to charge 0).
288 Prevent the resetting of usage limits during this call.
292 Do not save the generated bill in the database. Useful with return_bill
296 A list reference on which the generated bill(s) will be returned.
300 Optional terms to be printed on this invoice. Otherwise, customer-specific
301 terms or the default terms are used.
308 my( $self, %options ) = @_;
310 return '' if $self->payby eq 'COMP';
312 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
314 warn "$me bill customer ". $self->custnum. "\n"
317 my $time = $options{'time'} || time;
318 my $invoice_time = $options{'invoice_time'} || $time;
320 $options{'not_pkgpart'} ||= {};
321 $options{'not_pkgpart'} = { map { $_ => 1 }
322 split(/\s*,\s*/, $options{'not_pkgpart'})
324 unless ref($options{'not_pkgpart'});
326 local $SIG{HUP} = 'IGNORE';
327 local $SIG{INT} = 'IGNORE';
328 local $SIG{QUIT} = 'IGNORE';
329 local $SIG{TERM} = 'IGNORE';
330 local $SIG{TSTP} = 'IGNORE';
331 local $SIG{PIPE} = 'IGNORE';
333 my $oldAutoCommit = $FS::UID::AutoCommit;
334 local $FS::UID::AutoCommit = 0;
337 warn "$me acquiring lock on customer ". $self->custnum. "\n"
340 $self->select_for_update; #mutex
342 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
345 my $error = $self->do_cust_event(
346 'debug' => ( $options{'debug'} || 0 ),
347 'time' => $invoice_time,
348 'check_freq' => $options{'check_freq'},
349 'stage' => 'pre-bill',
351 unless $options{no_commit};
353 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
357 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
360 #keep auto-charge and non-auto-charge line items separate
361 my @passes = ( '', 'no_auto' );
363 my %cust_bill_pkg = map { $_ => [] } @passes;
366 # find the packages which are due for billing, find out how much they are
367 # & generate invoice database.
370 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
371 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
373 my %taxlisthash = map { $_ => {} } @passes;
375 my @precommit_hooks = ();
377 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
378 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
380 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
382 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
384 #? to avoid use of uninitialized value errors... ?
385 $cust_pkg->setfield('bill', '')
386 unless defined($cust_pkg->bill);
388 #my $part_pkg = $cust_pkg->part_pkg;
390 my $real_pkgpart = $cust_pkg->pkgpart;
391 my %hash = $cust_pkg->hash;
393 # we could implement this bit as FS::part_pkg::has_hidden, but we already
394 # suffer from performance issues
395 $options{has_hidden} = 0;
396 my @part_pkg = $cust_pkg->part_pkg->self_and_bill_linked;
397 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
399 foreach my $part_pkg ( @part_pkg ) {
401 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
403 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
406 $self->_make_lines( 'part_pkg' => $part_pkg,
407 'cust_pkg' => $cust_pkg,
408 'precommit_hooks' => \@precommit_hooks,
409 'line_items' => $cust_bill_pkg{$pass},
410 'setup' => $total_setup{$pass},
411 'recur' => $total_recur{$pass},
412 'tax_matrix' => $taxlisthash{$pass},
414 'real_pkgpart' => $real_pkgpart,
415 'options' => \%options,
418 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
422 } #foreach my $part_pkg
424 } #foreach my $cust_pkg
426 #if the customer isn't on an automatic payby, everything can go on a single
428 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
429 #merge everything into one list
432 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
434 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
436 next unless @cust_bill_pkg; #don't create an invoice w/o line items
438 warn "$me billing pass $pass\n"
439 #.Dumper(\@cust_bill_pkg)."\n"
442 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
443 !$conf->exists('postal_invoice-recurring_only')
447 my $postal_pkg = $self->charge_postal_fee();
448 if ( $postal_pkg && !ref( $postal_pkg ) ) {
450 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
451 return "can't charge postal invoice fee for customer ".
452 $self->custnum. ": $postal_pkg";
454 } elsif ( $postal_pkg ) {
456 my $real_pkgpart = $postal_pkg->pkgpart;
457 # we could implement this bit as FS::part_pkg::has_hidden, but we already
458 # suffer from performance issues
459 $options{has_hidden} = 0;
460 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
461 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
463 foreach my $part_pkg ( @part_pkg ) {
464 my %postal_options = %options;
465 delete $postal_options{cancel};
467 $self->_make_lines( 'part_pkg' => $part_pkg,
468 'cust_pkg' => $postal_pkg,
469 'precommit_hooks' => \@precommit_hooks,
470 'line_items' => \@cust_bill_pkg,
471 'setup' => $total_setup{$pass},
472 'recur' => $total_recur{$pass},
473 'tax_matrix' => $taxlisthash{$pass},
475 'real_pkgpart' => $real_pkgpart,
476 'options' => \%postal_options,
479 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
484 # it's silly to have a zero value postal_pkg, but....
485 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
491 my $listref_or_error =
492 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
494 unless ( ref( $listref_or_error ) ) {
495 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
496 return $listref_or_error;
499 foreach my $taxline ( @$listref_or_error ) {
500 ${ $total_setup{$pass} } =
501 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
502 push @cust_bill_pkg, $taxline;
506 warn "adding tax adjustments...\n" if $DEBUG > 2;
507 foreach my $cust_tax_adjustment (
508 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
514 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
516 my $itemdesc = $cust_tax_adjustment->taxname;
517 $itemdesc = '' if $itemdesc eq 'Tax';
519 push @cust_bill_pkg, new FS::cust_bill_pkg {
525 'itemdesc' => $itemdesc,
526 'itemcomment' => $cust_tax_adjustment->comment,
527 'cust_tax_adjustment' => $cust_tax_adjustment,
528 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
533 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
535 my @cust_bill = $self->cust_bill;
536 my $balance = $self->balance;
537 my $previous_balance = scalar(@cust_bill)
538 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
541 $previous_balance += $cust_bill[$#cust_bill]->charged
542 if scalar(@cust_bill);
543 #my $balance_adjustments =
544 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
546 warn "creating the new invoice\n" if $DEBUG;
547 #create the new invoice
548 my $cust_bill = new FS::cust_bill ( {
549 'custnum' => $self->custnum,
550 '_date' => ( $invoice_time ),
551 'charged' => $charged,
552 'billing_balance' => $balance,
553 'previous_balance' => $previous_balance,
554 'invoice_terms' => $options{'invoice_terms'},
555 'cust_bill_pkg' => \@cust_bill_pkg,
557 $error = $cust_bill->insert unless $options{no_commit};
559 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
560 return "can't create invoice for customer #". $self->custnum. ": $error";
562 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
564 } #foreach my $pass ( keys %cust_bill_pkg )
566 foreach my $hook ( @precommit_hooks ) {
569 } unless $options{no_commit};
571 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
572 return "$@ running precommit hook $hook\n";
576 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
581 #discard bundled packages of 0 value
582 sub _omit_zero_value_bundles {
584 my @cust_bill_pkg = ();
585 my @cust_bill_pkg_bundle = ();
588 foreach my $cust_bill_pkg ( @_ ) {
589 if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
590 push @cust_bill_pkg, @cust_bill_pkg_bundle if $sum > 0;
591 @cust_bill_pkg_bundle = ();
594 $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
595 push @cust_bill_pkg_bundle, $cust_bill_pkg;
597 push @cust_bill_pkg, @cust_bill_pkg_bundle if $sum > 0;
603 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
605 This is a weird one. Perhaps it should not even be exposed.
607 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
608 Usually used internally by bill method B<bill>.
610 If there is an error, returns the error, otherwise returns reference to a
611 list of line items suitable for insertion.
617 An array ref of the line items being billed.
621 A strange beast. The keys to this hash are internal identifiers consisting
622 of the name of the tax object type, a space, and its unique identifier ( e.g.
623 'cust_main_county 23' ). The values of the hash are listrefs. The first
624 item in the list is the tax object. The remaining items are either line
625 items or floating point values (currency amounts).
627 The taxes are calculated on this entity. Calculated exemption records are
628 transferred to the LINEITEMREF items on the assumption that they are related.
634 This specifies the date appearing on the associated invoice. Some
635 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
641 sub calculate_taxes {
642 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
644 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
646 warn "$me calculate_taxes\n"
647 #.Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
650 my @tax_line_items = ();
652 # keys are tax names (as printed on invoices / itemdesc )
653 # values are listrefs of taxlisthash keys (internal identifiers)
656 # keys are taxlisthash keys (internal identifiers)
657 # values are (cumulative) amounts
660 # keys are taxlisthash keys (internal identifiers)
661 # values are listrefs of cust_bill_pkg_tax_location hashrefs
662 my %tax_location = ();
664 # keys are taxlisthash keys (internal identifiers)
665 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
666 my %tax_rate_location = ();
668 foreach my $tax ( keys %$taxlisthash ) {
669 my $tax_object = shift @{ $taxlisthash->{$tax} };
670 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
671 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
672 my $hashref_or_error =
673 $tax_object->taxline( $taxlisthash->{$tax},
674 'custnum' => $self->custnum,
675 'invoice_time' => $invoice_time
677 return $hashref_or_error unless ref($hashref_or_error);
679 unshift @{ $taxlisthash->{$tax} }, $tax_object;
681 my $name = $hashref_or_error->{'name'};
682 my $amount = $hashref_or_error->{'amount'};
684 #warn "adding $amount as $name\n";
685 $taxname{ $name } ||= [];
686 push @{ $taxname{ $name } }, $tax;
688 $tax{ $tax } += $amount;
690 $tax_location{ $tax } ||= [];
691 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
692 push @{ $tax_location{ $tax } },
694 'taxnum' => $tax_object->taxnum,
695 'taxtype' => ref($tax_object),
696 'pkgnum' => $tax_object->get('pkgnum'),
697 'locationnum' => $tax_object->get('locationnum'),
698 'amount' => sprintf('%.2f', $amount ),
702 $tax_rate_location{ $tax } ||= [];
703 if ( ref($tax_object) eq 'FS::tax_rate' ) {
704 my $taxratelocationnum =
705 $tax_object->tax_rate_location->taxratelocationnum;
706 push @{ $tax_rate_location{ $tax } },
708 'taxnum' => $tax_object->taxnum,
709 'taxtype' => ref($tax_object),
710 'amount' => sprintf('%.2f', $amount ),
711 'locationtaxid' => $tax_object->location,
712 'taxratelocationnum' => $taxratelocationnum,
718 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
719 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
720 foreach my $tax ( keys %$taxlisthash ) {
721 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
722 next unless ref($_) eq 'FS::cust_bill_pkg';
723 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
724 splice( @{ $_->_cust_tax_exempt_pkg } );
728 #consolidate and create tax line items
729 warn "consolidating and generating...\n" if $DEBUG > 2;
730 foreach my $taxname ( keys %taxname ) {
733 my @cust_bill_pkg_tax_location = ();
734 my @cust_bill_pkg_tax_rate_location = ();
735 warn "adding $taxname\n" if $DEBUG > 1;
736 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
737 next if $seen{$taxitem}++;
738 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
739 $tax += $tax{$taxitem};
740 push @cust_bill_pkg_tax_location,
741 map { new FS::cust_bill_pkg_tax_location $_ }
742 @{ $tax_location{ $taxitem } };
743 push @cust_bill_pkg_tax_rate_location,
744 map { new FS::cust_bill_pkg_tax_rate_location $_ }
745 @{ $tax_rate_location{ $taxitem } };
749 $tax = sprintf('%.2f', $tax );
751 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
757 if ( $pkg_category and
758 $conf->config('invoice_latexsummary') ||
759 $conf->config('invoice_htmlsummary')
763 my %hash = ( 'section' => $pkg_category->categoryname );
764 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
768 push @tax_line_items, new FS::cust_bill_pkg {
774 'itemdesc' => $taxname,
775 'display' => \@display,
776 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
777 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
786 my ($self, %params) = @_;
788 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
790 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
791 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
792 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
793 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
794 my $total_setup = $params{setup} or die "no setup accumulator specified";
795 my $total_recur = $params{recur} or die "no recur accumulator specified";
796 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
797 my $time = $params{'time'} or die "no time specified";
798 my (%options) = %{$params{options}};
801 my $real_pkgpart = $params{real_pkgpart};
802 my %hash = $cust_pkg->hash;
803 my $old_cust_pkg = new FS::cust_pkg \%hash;
809 $cust_pkg->pkgpart($part_pkg->pkgpart);
817 if ( $options{'resetup'}
818 || ( ! $cust_pkg->setup
819 && ( ! $cust_pkg->start_date
820 || $cust_pkg->start_date <= $time
822 && ( ! $conf->exists('disable_setup_suspended_pkgs')
823 || ( $conf->exists('disable_setup_suspended_pkgs') &&
824 ! $cust_pkg->getfield('susp')
828 and !$options{recurring_only}
832 warn " bill setup\n" if $DEBUG > 1;
835 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
836 return "$@ running calc_setup for $cust_pkg\n"
839 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
841 $cust_pkg->setfield('setup', $time)
842 unless $cust_pkg->setup;
843 #do need it, but it won't get written to the db
844 #|| $cust_pkg->pkgpart != $real_pkgpart;
846 $cust_pkg->setfield('start_date', '')
847 if $cust_pkg->start_date;
855 #XXX unit stuff here too
859 if ( ! $cust_pkg->start_date
860 and ( ! $cust_pkg->susp || $part_pkg->option('suspend_bill') )
862 ( $part_pkg->freq ne '0' && ( $cust_pkg->bill || 0 ) <= $time )
863 || ( $part_pkg->plan eq 'voip_cdr'
864 && $part_pkg->option('bill_every_call')
869 # XXX should this be a package event? probably. events are called
870 # at collection time at the moment, though...
871 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
872 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
873 #don't want to reset usage just cause we want a line item??
874 #&& $part_pkg->pkgpart == $real_pkgpart;
876 warn " bill recur\n" if $DEBUG > 1;
879 # XXX shared with $recur_prog
880 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
884 #over two params! lets at least switch to a hashref for the rest...
885 my $increment_next_bill = ( $part_pkg->freq ne '0'
886 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
889 my %param = ( 'precommit_hooks' => $precommit_hooks,
890 'increment_next_bill' => $increment_next_bill,
891 'discounts' => \@discounts,
892 'real_pkgpart' => $real_pkgpart,
893 'freq_override' => $options{freq_override} || '',
896 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
898 # There may be some part_pkg for which this is wrong. Only those
899 # which can_discount are supported.
901 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
902 return "$@ running $method for $cust_pkg\n"
905 if ( $increment_next_bill ) {
907 my $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
908 return "unparsable frequency: ". $part_pkg->freq
911 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
912 # only for figuring next bill date, nothing else, so, reset $sdate again
914 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
915 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
916 $cust_pkg->last_bill($sdate);
918 $cust_pkg->setfield('bill', $next_bill );
924 warn "\$setup is undefined" unless defined($setup);
925 warn "\$recur is undefined" unless defined($recur);
926 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
929 # If there's line items, create em cust_bill_pkg records
930 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
935 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
936 # hmm.. and if just the options are modified in some weird price plan?
938 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
941 my $error = $cust_pkg->replace( $old_cust_pkg,
942 'options' => { $cust_pkg->options },
944 unless $options{no_commit};
945 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
946 if $error; #just in case
949 $setup = sprintf( "%.2f", $setup );
950 $recur = sprintf( "%.2f", $recur );
951 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
952 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
954 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
955 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
960 !$part_pkg->hidden && $options{has_hidden} ) #include some $0 lines
963 warn " charges (setup=$setup, recur=$recur); adding line items\n"
966 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
968 warn " adding customer package invoice detail: $_\n"
969 foreach @cust_pkg_detail;
971 push @details, @cust_pkg_detail;
973 my $cust_bill_pkg = new FS::cust_bill_pkg {
974 'pkgnum' => $cust_pkg->pkgnum,
976 'unitsetup' => $unitsetup,
978 'unitrecur' => $unitrecur,
979 'quantity' => $cust_pkg->quantity,
980 'details' => \@details,
981 'discounts' => \@discounts,
982 'hidden' => $part_pkg->hidden,
983 'freq' => $part_pkg->freq,
986 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
987 $cust_bill_pkg->sdate( $hash{last_bill} );
988 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
989 $cust_bill_pkg->edate( $time ) if $options{cancel};
990 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
991 $cust_bill_pkg->sdate( $sdate );
992 $cust_bill_pkg->edate( $cust_pkg->bill );
993 #$cust_bill_pkg->edate( $time ) if $options{cancel};
996 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
997 unless $part_pkg->pkgpart == $real_pkgpart;
999 $$total_setup += $setup;
1000 $$total_recur += $recur;
1007 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
1008 return $error if $error;
1010 push @$cust_bill_pkgs, $cust_bill_pkg;
1012 } #if $setup != 0 || $recur != 0
1022 my $part_pkg = shift;
1023 my $taxlisthash = shift;
1024 my $cust_bill_pkg = shift;
1025 my $cust_pkg = shift;
1026 my $invoice_time = shift;
1027 my $real_pkgpart = shift;
1028 my $options = shift;
1030 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1032 my %cust_bill_pkg = ();
1036 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
1037 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
1038 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
1039 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
1041 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
1043 if ( $conf->exists('enable_taxproducts')
1044 && ( scalar($part_pkg->part_pkg_taxoverride)
1045 || $part_pkg->has_taxproduct
1050 foreach my $class (@classes) {
1051 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class, $cust_pkg );
1052 return $err_or_ref unless ref($err_or_ref);
1053 $taxes{$class} = $err_or_ref;
1056 unless (exists $taxes{''}) {
1057 my $err_or_ref = $self->_gather_taxes( $part_pkg, '', $cust_pkg );
1058 return $err_or_ref unless ref($err_or_ref);
1059 $taxes{''} = $err_or_ref;
1064 my @loc_keys = qw( city county state country );
1066 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1067 my $cust_location = $cust_pkg->cust_location;
1068 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
1071 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
1074 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
1077 $taxhash{'taxclass'} = $part_pkg->taxclass;
1080 my %taxhash_elim = %taxhash;
1081 my @elim = qw( city county state );
1084 #first try a match with taxclass
1085 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1087 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1088 #then try a match without taxclass
1089 my %no_taxclass = %taxhash_elim;
1090 $no_taxclass{ 'taxclass' } = '';
1091 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1094 $taxhash_elim{ shift(@elim) } = '';
1096 } while ( !scalar(@taxes) && scalar(@elim) );
1098 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
1100 if $self->cust_main_exemption; #just to be safe
1102 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1104 $_->set('pkgnum', $cust_pkg->pkgnum );
1105 $_->set('locationnum', $cust_pkg->locationnum );
1109 $taxes{''} = [ @taxes ];
1110 $taxes{'setup'} = [ @taxes ];
1111 $taxes{'recur'} = [ @taxes ];
1112 $taxes{$_} = [ @taxes ] foreach (@classes);
1114 # # maybe eliminate this entirely, along with all the 0% records
1115 # unless ( @taxes ) {
1117 # "fatal: can't find tax rate for state/county/country/taxclass ".
1118 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
1121 } #if $conf->exists('enable_taxproducts') ...
1126 my $separate = $conf->exists('separate_usage');
1127 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
1128 my $usage_mandate = $temp_pkg->part_pkg->option('usage_mandate', 'Hush!');
1129 my $section = $temp_pkg->part_pkg->categoryname;
1130 if ( $separate || $section || $usage_mandate ) {
1132 my %hash = ( 'section' => $section );
1134 $section = $temp_pkg->part_pkg->option('usage_section', 'Hush!');
1135 my $summary = $temp_pkg->part_pkg->option('summarize_usage', 'Hush!');
1137 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
1138 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
1140 push @display, new FS::cust_bill_pkg_display
1143 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
1147 if ($separate && $section && $summary) {
1148 push @display, new FS::cust_bill_pkg_display { type => 'U',
1153 if ($usage_mandate || $section && $summary) {
1154 $hash{post_total} = 'Y';
1157 if ($separate || $usage_mandate) {
1158 $hash{section} = $section if ($separate || $usage_mandate);
1159 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
1163 $cust_bill_pkg->set('display', \@display);
1165 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
1166 foreach my $key (keys %tax_cust_bill_pkg) {
1167 my @taxes = @{ $taxes{$key} || [] };
1168 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
1170 my %localtaxlisthash = ();
1171 foreach my $tax ( @taxes ) {
1173 my $taxname = ref( $tax ). ' '. $tax->taxnum;
1174 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
1175 # ' locationnum'. $cust_pkg->locationnum
1176 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
1178 $taxlisthash->{ $taxname } ||= [ $tax ];
1179 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
1181 $localtaxlisthash{ $taxname } ||= [ $tax ];
1182 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
1186 warn "finding taxed taxes...\n" if $DEBUG > 2;
1187 foreach my $tax ( keys %localtaxlisthash ) {
1188 my $tax_object = shift @{ $localtaxlisthash{$tax} };
1189 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
1191 next unless $tax_object->can('tax_on_tax');
1193 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
1194 my $totname = ref( $tot ). ' '. $tot->taxnum;
1196 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
1198 next unless exists( $localtaxlisthash{ $totname } ); # only increase
1200 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
1201 my $hashref_or_error =
1202 $tax_object->taxline( $localtaxlisthash{$tax},
1203 'custnum' => $self->custnum,
1204 'invoice_time' => $invoice_time,
1206 return $hashref_or_error
1207 unless ref($hashref_or_error);
1209 $taxlisthash->{ $totname } ||= [ $tot ];
1210 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
1222 my $part_pkg = shift;
1224 my $cust_pkg = shift;
1226 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1229 if ( $cust_pkg->locationnum && $conf->exists('tax-pkg_address') ) {
1230 $geocode = $cust_pkg->cust_location->geocode('cch');
1232 $geocode = $self->geocode('cch');
1237 my @taxclassnums = map { $_->taxclassnum }
1238 $part_pkg->part_pkg_taxoverride($class);
1240 unless (@taxclassnums) {
1241 @taxclassnums = map { $_->taxclassnum }
1242 grep { $_->taxable eq 'Y' }
1243 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
1245 warn "Found taxclassnum values of ". join(',', @taxclassnums)
1250 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
1252 @taxes = qsearch({ 'table' => 'tax_rate',
1253 'hashref' => { 'geocode' => $geocode, },
1254 'extra_sql' => $extra_sql,
1256 if scalar(@taxclassnums);
1258 warn "Found taxes ".
1259 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
1266 =item collect [ HASHREF | OPTION => VALUE ... ]
1268 (Attempt to) collect money for this customer's outstanding invoices (see
1269 L<FS::cust_bill>). Usually used after the bill method.
1271 Actions are now triggered by billing events; see L<FS::part_event> and the
1272 billing events web interface. Old-style invoice events (see
1273 L<FS::part_bill_event>) have been deprecated.
1275 If there is an error, returns the error, otherwise returns false.
1277 Options are passed as name-value pairs.
1279 Currently available options are:
1285 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.
1289 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1293 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1297 set true to surpress email card/ACH decline notices.
1301 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)
1307 # allows for one time override of normal customer billing method
1312 my( $self, %options ) = @_;
1314 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1316 my $invoice_time = $options{'invoice_time'} || time;
1319 local $SIG{HUP} = 'IGNORE';
1320 local $SIG{INT} = 'IGNORE';
1321 local $SIG{QUIT} = 'IGNORE';
1322 local $SIG{TERM} = 'IGNORE';
1323 local $SIG{TSTP} = 'IGNORE';
1324 local $SIG{PIPE} = 'IGNORE';
1326 my $oldAutoCommit = $FS::UID::AutoCommit;
1327 local $FS::UID::AutoCommit = 0;
1330 $self->select_for_update; #mutex
1333 my $balance = $self->balance;
1334 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1337 if ( exists($options{'retry_card'}) ) {
1338 carp 'retry_card option passed to collect is deprecated; use retry';
1339 $options{'retry'} ||= $options{'retry_card'};
1341 if ( exists($options{'retry'}) && $options{'retry'} ) {
1342 my $error = $self->retry_realtime;
1344 $dbh->rollback if $oldAutoCommit;
1349 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1351 #never want to roll back an event just because it returned an error
1352 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1354 $self->do_cust_event(
1355 'debug' => ( $options{'debug'} || 0 ),
1356 'time' => $invoice_time,
1357 'check_freq' => $options{'check_freq'},
1358 'stage' => 'collect',
1363 =item retry_realtime
1365 Schedules realtime / batch credit card / electronic check / LEC billing
1366 events for for retry. Useful if card information has changed or manual
1367 retry is desired. The 'collect' method must be called to actually retry
1370 Implementation details: For either this customer, or for each of this
1371 customer's open invoices, changes the status of the first "done" (with
1372 statustext error) realtime processing event to "failed".
1376 sub retry_realtime {
1379 local $SIG{HUP} = 'IGNORE';
1380 local $SIG{INT} = 'IGNORE';
1381 local $SIG{QUIT} = 'IGNORE';
1382 local $SIG{TERM} = 'IGNORE';
1383 local $SIG{TSTP} = 'IGNORE';
1384 local $SIG{PIPE} = 'IGNORE';
1386 my $oldAutoCommit = $FS::UID::AutoCommit;
1387 local $FS::UID::AutoCommit = 0;
1390 #a little false laziness w/due_cust_event (not too bad, really)
1392 my $join = FS::part_event_condition->join_conditions_sql;
1393 my $order = FS::part_event_condition->order_conditions_sql;
1396 . join ( ' OR ' , map {
1397 "( part_event.eventtable = " . dbh->quote($_)
1398 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
1399 } FS::part_event->eventtables)
1402 #here is the agent virtualization
1403 my $agent_virt = " ( part_event.agentnum IS NULL
1404 OR part_event.agentnum = ". $self->agentnum. ' )';
1406 #XXX this shouldn't be hardcoded, actions should declare it...
1407 my @realtime_events = qw(
1408 cust_bill_realtime_card
1409 cust_bill_realtime_check
1410 cust_bill_realtime_lec
1414 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
1419 my @cust_event = qsearchs({
1420 'table' => 'cust_event',
1421 'select' => 'cust_event.*',
1422 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1423 'hashref' => { 'status' => 'done' },
1424 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
1425 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1428 my %seen_invnum = ();
1429 foreach my $cust_event (@cust_event) {
1431 #max one for the customer, one for each open invoice
1432 my $cust_X = $cust_event->cust_X;
1433 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1437 or $cust_event->part_event->eventtable eq 'cust_bill'
1440 my $error = $cust_event->retry;
1442 $dbh->rollback if $oldAutoCommit;
1443 return "error scheduling event for retry: $error";
1448 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1453 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1455 Runs billing events; see L<FS::part_event> and the billing events web
1458 If there is an error, returns the error, otherwise returns false.
1460 Options are passed as name-value pairs.
1462 Currently available options are:
1468 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.
1472 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1476 "collect" (the default) or "pre-bill"
1480 set true to surpress email card/ACH decline notices.
1484 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)
1491 # allows for one time override of normal customer billing method
1495 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1498 my( $self, %options ) = @_;
1500 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1502 my $time = $options{'time'} || time;
1505 local $SIG{HUP} = 'IGNORE';
1506 local $SIG{INT} = 'IGNORE';
1507 local $SIG{QUIT} = 'IGNORE';
1508 local $SIG{TERM} = 'IGNORE';
1509 local $SIG{TSTP} = 'IGNORE';
1510 local $SIG{PIPE} = 'IGNORE';
1512 my $oldAutoCommit = $FS::UID::AutoCommit;
1513 local $FS::UID::AutoCommit = 0;
1516 $self->select_for_update; #mutex
1519 my $balance = $self->balance;
1520 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
1523 # if ( exists($options{'retry_card'}) ) {
1524 # carp 'retry_card option passed to collect is deprecated; use retry';
1525 # $options{'retry'} ||= $options{'retry_card'};
1527 # if ( exists($options{'retry'}) && $options{'retry'} ) {
1528 # my $error = $self->retry_realtime;
1530 # $dbh->rollback if $oldAutoCommit;
1535 # false laziness w/pay_batch::import_results
1537 my $due_cust_event = $self->due_cust_event(
1538 'debug' => ( $options{'debug'} || 0 ),
1540 'check_freq' => $options{'check_freq'},
1541 'stage' => ( $options{'stage'} || 'collect' ),
1543 unless( ref($due_cust_event) ) {
1544 $dbh->rollback if $oldAutoCommit;
1545 return $due_cust_event;
1548 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1549 #never want to roll back an event just because it or a different one
1551 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1553 foreach my $cust_event ( @$due_cust_event ) {
1557 #re-eval event conditions (a previous event could have changed things)
1558 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
1559 #don't leave stray "new/locked" records around
1560 my $error = $cust_event->delete;
1561 return $error if $error;
1566 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
1567 if $options{'quiet'};
1568 warn " running cust_event ". $cust_event->eventnum. "\n"
1571 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
1572 if ( my $error = $cust_event->do_event() ) {
1573 #XXX wtf is this? figure out a proper dealio with return value
1585 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
1587 Inserts database records for and returns an ordered listref of new events due
1588 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
1589 events are due, an empty listref is returned. If there is an error, returns a
1590 scalar error message.
1592 To actually run the events, call each event's test_condition method, and if
1593 still true, call the event's do_event method.
1595 Options are passed as a hashref or as a list of name-value pairs. Available
1602 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.
1606 "collect" (the default) or "pre-bill"
1610 "Current time" for the events.
1614 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)
1618 Only return events for the specified eventtable (by default, events of all eventtables are returned)
1622 Explicitly pass the objects to be tested (typically used with eventtable).
1626 Set to true to return the objects, but not actually insert them into the
1629 =item discount_terms
1631 Returns a list of lengths for term discounts
1635 sub _discount_pkgs_and_bill {
1638 my @cust_bill = $self->cust_bill;
1639 my $cust_bill = pop @cust_bill;
1640 return () unless $cust_bill && $cust_bill->owed;
1643 push @where, "cust_bill_pkg.invnum = ". $cust_bill->invnum;
1644 push @where, "cust_bill_pkg.pkgpart_override IS NULL";
1645 push @where, "part_pkg.freq = '1'";
1646 push @where, "(cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0)";
1647 push @where, "(cust_pkg.susp IS NULL OR cust_pkg.susp = 0)";
1648 push @where, "0<(SELECT count(*) FROM part_pkg_discount
1649 WHERE part_pkg.pkgpart = part_pkg_discount.pkgpart)";
1651 "0=(SELECT count(*) FROM cust_bill_pkg_discount
1652 WHERE cust_bill_pkg.billpkgnum = cust_bill_pkg_discount.billpkgnum)";
1654 my $extra_sql = 'WHERE '. join(' AND ', @where);
1658 'table' => 'cust_pkg',
1659 'select' => "DISTINCT cust_pkg.*",
1660 'addl_from' => 'JOIN cust_bill_pkg USING(pkgnum) '.
1661 'JOIN part_pkg USING(pkgpart)',
1663 'extra_sql' => $extra_sql,
1666 ($cust_bill, @cust_pkg);
1669 sub _discountable_pkgs_at_term {
1670 my ($term, @pkgs) = @_;
1671 my $part_pkg = new FS::part_pkg { freq => $term - 1 };
1672 grep { ( !$_->adjourn || $_->adjourn > $part_pkg->add_freq($_->bill) ) &&
1673 ( !$_->expire || $_->expire > $part_pkg->add_freq($_->bill) )
1678 =item discount_terms
1680 Returns a list of lengths for term discounts
1684 sub discount_terms {
1689 my @discount_pkgs = $self->_discount_pkgs_and_bill;
1690 shift @discount_pkgs; #discard bill;
1692 map { $terms{$_->months} = 1 }
1693 grep { $_->months && $_->months > 1 }
1694 map { $_->discount }
1695 map { $_->part_pkg->part_pkg_discount }
1698 return sort { $a <=> $b } keys %terms;
1704 =item discount_term_values MONTHS
1706 Returns a list with credit, dollar amount saved, and total bill acheived
1707 by prepaying the most recent invoice for MONTHS.
1711 sub discount_term_values {
1715 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1717 warn "$me discount_term_values called with $term\n" if $DEBUG;
1721 my @packages = $self->_discount_pkgs_and_bill;
1722 my $cust_bill = shift(@packages);
1723 @packages = _discountable_pkgs_at_term( $term, @packages );
1724 return () unless scalar(@packages);
1726 $_->bill($_->last_bill) foreach @packages;
1727 my @final = map { new FS::cust_pkg { $_->hash } } @packages;
1730 'recurring_only' => 1,
1731 'no_usage_reset' => 1,
1736 'return_bill' => [],
1737 'pkg_list' => \@packages,
1738 'time' => $cust_bill->_date,
1741 my $error = $self->bill(%options, %params);
1742 die $error if $error; # XXX think about this a bit more
1745 $credit += $_->charged foreach @{$params{return_bill}};
1746 $credit = sprintf('%.2f', $credit);
1747 warn "$me discount_term_values $term credit: $credit\n" if $DEBUG;
1750 'return_bill' => [],
1751 'pkg_list' => \@packages,
1752 'time' => $packages[0]->part_pkg->add_freq($cust_bill->_date)
1755 $error = $self->bill(%options, %params);
1756 die $error if $error; # XXX think about this a bit more
1759 $next += $_->charged foreach @{$params{return_bill}};
1760 warn "$me discount_term_values $term next: $next\n" if $DEBUG;
1763 'return_bill' => [],
1764 'pkg_list' => \@final,
1765 'time' => $cust_bill->_date,
1766 'freq_override' => $term,
1769 $error = $self->bill(%options, %params);
1770 die $error if $error; # XXX think about this a bit more
1772 my $final = $self->balance - $credit;
1773 $final += $_->charged foreach @{$params{return_bill}};
1774 $final = sprintf('%.2f', $final);
1775 warn "$me discount_term_values $term final: $final\n" if $DEBUG;
1777 my $savings = sprintf('%.2f', $self->balance + ($term - 1) * $next - $final);
1779 ( $credit, $savings, $final );
1783 sub discount_terms_hash {
1787 my @terms = $self->discount_terms;
1788 foreach my $term (@terms) {
1789 my @result = $self->discount_term_values($term);
1790 $result{$term} = [ @result ] if scalar(@result);
1801 sub due_cust_event {
1803 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
1806 #my $DEBUG = $opt{'debug'}
1807 local($DEBUG) = $opt{'debug'}
1808 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
1809 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1811 warn "$me due_cust_event called with options ".
1812 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
1815 $opt{'time'} ||= time;
1817 local $SIG{HUP} = 'IGNORE';
1818 local $SIG{INT} = 'IGNORE';
1819 local $SIG{QUIT} = 'IGNORE';
1820 local $SIG{TERM} = 'IGNORE';
1821 local $SIG{TSTP} = 'IGNORE';
1822 local $SIG{PIPE} = 'IGNORE';
1824 my $oldAutoCommit = $FS::UID::AutoCommit;
1825 local $FS::UID::AutoCommit = 0;
1828 $self->select_for_update #mutex
1829 unless $opt{testonly};
1832 # find possible events (initial search)
1835 my @cust_event = ();
1837 my @eventtable = $opt{'eventtable'}
1838 ? ( $opt{'eventtable'} )
1839 : FS::part_event->eventtables_runorder;
1841 my $check_freq = $opt{'check_freq'} || '1d';
1843 foreach my $eventtable ( @eventtable ) {
1846 if ( $opt{'objects'} ) {
1848 @objects = @{ $opt{'objects'} };
1852 #my @objects = $self->$eventtable(); # sub cust_main { @{ [ $self ] }; }
1853 if ( $eventtable eq 'cust_main' ) {
1854 @objects = ( $self );
1858 "LEFT JOIN cust_main USING ( custnum )";
1860 #some false laziness w/Cron::bill bill_where
1862 my $join = FS::part_event_condition->join_conditions_sql( $eventtable);
1863 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
1864 'time'=>$opt{'time'},
1866 $where = $where ? "AND $where" : '';
1868 my $are_part_event =
1869 "EXISTS ( SELECT 1 FROM part_event $join
1870 WHERE check_freq = '$check_freq'
1871 AND eventtable = '$eventtable'
1872 AND ( disabled = '' OR disabled IS NULL )
1878 @objects = $self->$eventtable(
1879 'addl_from' => $cm_join,
1880 'extra_sql' => " AND $are_part_event",
1886 my @e_cust_event = ();
1888 my $cross = "CROSS JOIN $eventtable";
1889 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
1890 unless $eventtable eq 'cust_main';
1892 foreach my $object ( @objects ) {
1894 #this first search uses the condition_sql magic for optimization.
1895 #the more possible events we can eliminate in this step the better
1897 my $cross_where = '';
1898 my $pkey = $object->primary_key;
1899 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
1901 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
1903 FS::part_event_condition->where_conditions_sql( $eventtable,
1904 'time'=>$opt{'time'}
1906 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
1908 $extra_sql = "AND $extra_sql" if $extra_sql;
1910 #here is the agent virtualization
1911 $extra_sql .= " AND ( part_event.agentnum IS NULL
1912 OR part_event.agentnum = ". $self->agentnum. ' )';
1914 $extra_sql .= " $order";
1916 warn "searching for events for $eventtable ". $object->$pkey. "\n"
1917 if $opt{'debug'} > 2;
1918 my @part_event = qsearch( {
1919 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
1920 'select' => 'part_event.*',
1921 'table' => 'part_event',
1922 'addl_from' => "$cross $join",
1923 'hashref' => { 'check_freq' => $check_freq,
1924 'eventtable' => $eventtable,
1927 'extra_sql' => "AND $cross_where $extra_sql",
1931 my $pkey = $object->primary_key;
1932 warn " ". scalar(@part_event).
1933 " possible events found for $eventtable ". $object->$pkey(). "\n";
1936 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
1940 warn " ". scalar(@e_cust_event).
1941 " subtotal possible cust events found for $eventtable\n"
1944 push @cust_event, @e_cust_event;
1948 warn " ". scalar(@cust_event).
1949 " total possible cust events found in initial search\n"
1957 $opt{stage} ||= 'collect';
1959 grep { my $stage = $_->part_event->event_stage;
1960 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
1970 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
1971 'stats_hashref' => \%unsat ),
1974 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
1977 warn " invalid conditions not eliminated with condition_sql:\n".
1978 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
1979 if keys %unsat && $DEBUG; # > 1;
1985 unless( $opt{testonly} ) {
1986 foreach my $cust_event ( @cust_event ) {
1988 my $error = $cust_event->insert();
1990 $dbh->rollback if $oldAutoCommit;
1997 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2003 warn " returning events: ". Dumper(@cust_event). "\n"
2010 =item apply_payments_and_credits [ OPTION => VALUE ... ]
2012 Applies unapplied payments and credits.
2014 In most cases, this new method should be used in place of sequential
2015 apply_payments and apply_credits methods.
2017 A hash of optional arguments may be passed. Currently "manual" is supported.
2018 If true, a payment receipt is sent instead of a statement when
2019 'payment_receipt_email' configuration option is set.
2021 If there is an error, returns the error, otherwise returns false.
2025 sub apply_payments_and_credits {
2026 my( $self, %options ) = @_;
2028 local $SIG{HUP} = 'IGNORE';
2029 local $SIG{INT} = 'IGNORE';
2030 local $SIG{QUIT} = 'IGNORE';
2031 local $SIG{TERM} = 'IGNORE';
2032 local $SIG{TSTP} = 'IGNORE';
2033 local $SIG{PIPE} = 'IGNORE';
2035 my $oldAutoCommit = $FS::UID::AutoCommit;
2036 local $FS::UID::AutoCommit = 0;
2039 $self->select_for_update; #mutex
2041 foreach my $cust_bill ( $self->open_cust_bill ) {
2042 my $error = $cust_bill->apply_payments_and_credits(%options);
2044 $dbh->rollback if $oldAutoCommit;
2045 return "Error applying: $error";
2049 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2054 =item apply_credits OPTION => VALUE ...
2056 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
2057 to outstanding invoice balances in chronological order (or reverse
2058 chronological order if the I<order> option is set to B<newest>) and returns the
2059 value of any remaining unapplied credits available for refund (see
2060 L<FS::cust_refund>).
2062 Dies if there is an error.
2070 local $SIG{HUP} = 'IGNORE';
2071 local $SIG{INT} = 'IGNORE';
2072 local $SIG{QUIT} = 'IGNORE';
2073 local $SIG{TERM} = 'IGNORE';
2074 local $SIG{TSTP} = 'IGNORE';
2075 local $SIG{PIPE} = 'IGNORE';
2077 my $oldAutoCommit = $FS::UID::AutoCommit;
2078 local $FS::UID::AutoCommit = 0;
2081 $self->select_for_update; #mutex
2083 unless ( $self->total_unapplied_credits ) {
2084 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2088 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
2089 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
2091 my @invoices = $self->open_cust_bill;
2092 @invoices = sort { $b->_date <=> $a->_date } @invoices
2093 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
2095 if ( $conf->exists('pkg-balances') ) {
2096 # limit @credits to those w/ a pkgnum grepped from $self
2098 foreach my $i (@invoices) {
2099 foreach my $li ( $i->cust_bill_pkg ) {
2100 $pkgnums{$li->pkgnum} = 1;
2103 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
2108 foreach my $cust_bill ( @invoices ) {
2110 if ( !defined($credit) || $credit->credited == 0) {
2111 $credit = pop @credits or last;
2115 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
2116 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
2118 $owed = $cust_bill->owed;
2120 unless ( $owed > 0 ) {
2121 push @credits, $credit;
2125 my $amount = min( $credit->credited, $owed );
2127 my $cust_credit_bill = new FS::cust_credit_bill ( {
2128 'crednum' => $credit->crednum,
2129 'invnum' => $cust_bill->invnum,
2130 'amount' => $amount,
2132 $cust_credit_bill->pkgnum( $credit->pkgnum )
2133 if $conf->exists('pkg-balances') && $credit->pkgnum;
2134 my $error = $cust_credit_bill->insert;
2136 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2140 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2144 my $total_unapplied_credits = $self->total_unapplied_credits;
2146 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2148 return $total_unapplied_credits;
2151 =item apply_payments [ OPTION => VALUE ... ]
2153 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
2154 to outstanding invoice balances in chronological order.
2156 #and returns the value of any remaining unapplied payments.
2158 A hash of optional arguments may be passed. Currently "manual" is supported.
2159 If true, a payment receipt is sent instead of a statement when
2160 'payment_receipt_email' configuration option is set.
2162 Dies if there is an error.
2166 sub apply_payments {
2167 my( $self, %options ) = @_;
2169 local $SIG{HUP} = 'IGNORE';
2170 local $SIG{INT} = 'IGNORE';
2171 local $SIG{QUIT} = 'IGNORE';
2172 local $SIG{TERM} = 'IGNORE';
2173 local $SIG{TSTP} = 'IGNORE';
2174 local $SIG{PIPE} = 'IGNORE';
2176 my $oldAutoCommit = $FS::UID::AutoCommit;
2177 local $FS::UID::AutoCommit = 0;
2180 $self->select_for_update; #mutex
2184 my @payments = sort { $b->_date <=> $a->_date }
2185 grep { $_->unapplied > 0 }
2188 my @invoices = sort { $a->_date <=> $b->_date}
2189 grep { $_->owed > 0 }
2192 if ( $conf->exists('pkg-balances') ) {
2193 # limit @payments to those w/ a pkgnum grepped from $self
2195 foreach my $i (@invoices) {
2196 foreach my $li ( $i->cust_bill_pkg ) {
2197 $pkgnums{$li->pkgnum} = 1;
2200 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2205 foreach my $cust_bill ( @invoices ) {
2207 if ( !defined($payment) || $payment->unapplied == 0 ) {
2208 $payment = pop @payments or last;
2212 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2213 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2215 $owed = $cust_bill->owed;
2217 unless ( $owed > 0 ) {
2218 push @payments, $payment;
2222 my $amount = min( $payment->unapplied, $owed );
2224 my $cust_bill_pay = new FS::cust_bill_pay ( {
2225 'paynum' => $payment->paynum,
2226 'invnum' => $cust_bill->invnum,
2227 'amount' => $amount,
2229 $cust_bill_pay->pkgnum( $payment->pkgnum )
2230 if $conf->exists('pkg-balances') && $payment->pkgnum;
2231 my $error = $cust_bill_pay->insert(%options);
2233 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2237 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2241 my $total_unapplied_payments = $self->total_unapplied_payments;
2243 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2245 return $total_unapplied_payments;
2252 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>