1 package FS::Template_Mixin;
4 use vars qw( $DEBUG $me
9 use vars qw( $invoice_lines @buf ); #yuck
10 use List::Util qw(sum); #can't import first, it conflicts with cust_main.first
13 use Time::Local qw( timelocal );
14 use Text::Template 1.20;
16 use Archive::Zip qw( :ERROR_CODES :CONSTANTS );
21 use FS::Misc qw( send_email );
22 use FS::Record qw( qsearch qsearchs dbh );
24 use FS::Misc qw( generate_ps generate_pdf );
31 $me = '[FS::Template_Mixin]';
32 FS::UID->install_callback( sub {
33 my $conf = new FS::Conf; #global
34 $money_char = $conf->config('money_char') || '$';
35 $date_format = $conf->config('date_format') || '%x'; #/YY
40 Returns a configuration handle (L<FS::Conf>) set to the customer's locale.
42 If the "mode" pseudo-field is set on the object, the configuration handle
43 will be an L<FS::invoice_conf> for that invoice mode (and the customer's
50 my $mode = $self->get('mode');
51 if ($self->{_conf} and !defined($mode)) {
52 return $self->{_conf};
55 my $cust_main = $self->cust_main;
56 my $locale = $cust_main ? $cust_main->locale : '';
59 if ( ref $mode and $mode->isa('FS::invoice_mode') ) {
60 $mode = $mode->modenum;
61 } elsif ( $mode =~ /\D/ ) {
62 die "invalid invoice mode $mode";
64 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => $locale });
66 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => '' });
67 # it doesn't have a locale, but system conf still might
68 $conf->set('locale' => $locale) if $conf;
71 # if $mode is unspecified, or if there is no invoice_conf matching this mode
72 # and locale, then use the system config only (but with the locale)
73 $conf ||= FS::Conf->new({ 'locale' => $locale });
75 return $self->{_conf} = $conf;
78 =item print_text OPTIONS
80 Returns an text invoice, as a list of lines.
82 Options can be passed as a hash.
84 I<time>, if specified, is used to control the printing of overdue messages. The
85 default is now. It isn't the date of the invoice; that's the `_date' field.
86 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
87 L<Time::Local> and L<Date::Parse> for conversion functions.
89 I<template>, if specified, is the name of a suffix for alternate invoices.
91 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
99 %params = %{ shift() };
104 $params{'format'} = 'template'; # for some reason
106 $self->print_generic( %params );
109 =item print_latex HASHREF
111 Internal method - returns a filename of a filled-in LaTeX template for this
112 invoice (Note: add ".tex" to get the actual filename), and a filename of
113 an associated logo (with the .eps extension included).
115 See print_ps and print_pdf for methods that return PostScript and PDF output.
117 Options can be passed as a hash.
119 I<time>, if specified, is used to control the printing of overdue messages. The
120 default is now. It isn't the date of the invoice; that's the `_date' field.
121 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
122 L<Time::Local> and L<Date::Parse> for conversion functions.
124 I<template>, if specified, is the name of a suffix for alternate invoices.
125 This is strongly deprecated; see L<FS::invoice_conf> for the right way to
126 customize invoice templates for different purposes.
128 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
137 %params = %{ shift() };
142 $params{'format'} = 'latex';
143 my $conf = $self->conf;
145 # this needs to go away
146 my $template = $params{'template'};
147 # and this especially
148 $template ||= $self->_agent_template
149 if $self->can('_agent_template');
152 $self->set('mode', $params{mode})
155 my $pkey = $self->primary_key;
156 my $tmp_template = $self->table. '.'. $self->$pkey. '.XXXXXXXX';
158 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
159 my $lh = new File::Temp(
160 TEMPLATE => $tmp_template,
164 ) or die "can't open temp file: $!\n";
166 my $agentnum = $self->agentnum;
168 if ( $template && $conf->exists("logo_${template}.eps", $agentnum) ) {
169 print $lh $conf->config_binary("logo_${template}.eps", $agentnum)
170 or die "can't write temp file: $!\n";
172 print $lh $conf->config_binary('logo.eps', $agentnum)
173 or die "can't write temp file: $!\n";
176 $params{'logo_file'} = $lh->filename;
178 if( $conf->exists('invoice-barcode')
179 && $self->can('invoice_barcode')
180 && $self->invnum ) { # don't try to barcode statements
181 my $png_file = $self->invoice_barcode($dir);
182 my $eps_file = $png_file;
183 $eps_file =~ s/\.png$/.eps/g;
184 $png_file =~ /(barcode.*png)/;
186 $eps_file =~ /(barcode.*eps)/;
189 my $curr_dir = cwd();
191 # after painfuly long experimentation, it was determined that sam2p won't
192 # accept : and other chars in the path, no matter how hard I tried to
193 # escape them, hence the chdir (and chdir back, just to be safe)
194 system('sam2p', '-j:quiet', $png_file, 'EPS:', $eps_file ) == 0
195 or die "sam2p failed: $!\n";
199 $params{'barcode_file'} = $eps_file;
202 my @filled_in = $self->print_generic( %params );
204 my $fh = new File::Temp( TEMPLATE => $tmp_template,
208 ) or die "can't open temp file: $!\n";
209 binmode($fh, ':utf8'); # language support
210 print $fh join('', @filled_in );
213 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
214 return ($1, $params{'logo_file'}, $params{'barcode_file'});
220 my $cust_main = $self->cust_main;
221 $cust_main ? $cust_main->agentnum : $self->prospect_main->agentnum;
224 =item print_generic OPTION => VALUE ...
226 Internal method - returns a filled-in template for this invoice as a scalar.
228 See print_ps and print_pdf for methods that return PostScript and PDF output.
236 The B<format> option is required and should be set to html, latex (print and PDF) or template (plaintext).
246 Overrides "Invoice" as the name of the sent document.
250 Used to control the printing of overdue messages. The
251 default is now. It isn't the date of the invoice; that's the `_date' field.
252 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
253 L<Time::Local> and L<Date::Parse> for conversion functions.
257 Logo file (path to temporary EPS file on the local filesystem)
261 CID for inline (emailed) images (logo)
265 Override customer's locale
269 Overrides any per customer cdr squelching when true
273 Supress the (invoice, quotation, statement, etc.) number
281 Supress the payment coupon
285 Barcode file (path to temporary EPS file on the local filesystem)
289 Flag indicating the barcode image should be a link (normal HTML dipaly)
293 Barcode CID for inline (emailed) images
295 =item preref_callback
297 Coderef run for each line item, code should return HTML to be displayed
298 before that line item (quotations only)
302 Deprecated. Used as a suffix for a configuration template. Please
303 don't use this, it deprecated in favor of more flexible alternatives.
309 #what's with all the sprintf('%10.2f')'s in here? will it cause any
310 # (alignment in text invoice?) problems to change them all to '%.2f' ?
311 # yes: fixed width/plain text printing will be borked
313 my( $self, %params ) = @_;
314 my $conf = $self->conf;
316 my $today = $params{today} ? $params{today} : time;
317 warn "$me print_generic called on $self with suffix $params{template}\n"
320 my $format = $params{format};
321 die "Unknown format: $format"
322 unless $format =~ /^(latex|html|template)$/;
324 my $cust_main = $self->cust_main || $self->prospect_main;
326 my $locale = $params{'locale'} || $cust_main->locale;
328 my %delimiters = ( 'latex' => [ '[@--', '--@]' ],
329 'html' => [ '<%=', '%>' ],
330 'template' => [ '{', '}' ],
333 warn "$me print_generic creating template\n"
336 # set the notice name here, and nowhere else.
337 my $notice_name = $params{notice_name}
338 || $conf->config('notice_name')
339 || $self->notice_name;
342 my $template = $params{template} ? $params{template} : $self->_agent_template;
343 my $templatefile = $self->template_conf. $format;
344 $templatefile .= "_$template"
345 if length($template) && $conf->exists($templatefile."_$template");
347 $self->set('_template',$template);
350 my @invoice_template = map "$_\n", $conf->config($templatefile)
351 or die "cannot load config data $templatefile";
353 if ( $format eq 'latex' && grep { /^%%Detail/ } @invoice_template ) {
354 #change this to a die when the old code is removed
355 # it's been almost ten years, changing it to a die
356 die "old-style invoice template $templatefile; ".
357 "patch with conf/invoice_latex.diff or use new conf/invoice_latex*\n";
358 #$old_latex = 'true';
359 #@invoice_template = _translate_old_latex_format(@invoice_template);
362 warn "$me print_generic creating T:T object\n"
365 my $text_template = new Text::Template(
367 SOURCE => \@invoice_template,
368 DELIMITERS => $delimiters{$format},
371 warn "$me print_generic compiling T:T object\n"
374 $text_template->compile()
375 or die "Can't compile $templatefile: $Text::Template::ERROR\n";
378 # additional substitution could possibly cause breakage in existing templates
381 'notes' => sub { map "$_", @_ },
382 'footer' => sub { map "$_", @_ },
383 'smallfooter' => sub { map "$_", @_ },
384 'returnaddress' => sub { map "$_", @_ },
385 'coupon' => sub { map "$_", @_ },
386 'summary' => sub { map "$_", @_ },
392 s/%%(.*)$/<!-- $1 -->/g;
393 s/\\section\*\{\\textsc\{(.)(.*)\}\}/<p><b><font size="+1">$1<\/font>\U$2<\/b>/g;
394 s/\\begin\{enumerate\}/<ol>/g;
396 s/\\end\{enumerate\}/<\/ol>/g;
397 s/\\textbf\{(.*)\}/<b>$1<\/b>/g;
406 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
408 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
414 s/\\hyphenation\{[\w\s\-]+}//;
419 'coupon' => sub { "" },
420 'summary' => sub { "" },
427 s/\\section\*\{\\textsc\{(.*)\}\}/\U$1/g;
428 s/\\begin\{enumerate\}//g;
430 s/\\end\{enumerate\}//g;
431 s/\\textbf\{(.*)\}/$1/g;
438 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
440 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
445 s/\\\\\*?\s*$/\n/; # dubious
446 s/\\hyphenation\{[\w\s\-]+}//;
450 'coupon' => sub { "" },
451 'summary' => sub { "" },
456 # hashes for differing output formats
457 my %nbsps = ( 'latex' => '~',
458 'html' => '', # '&nbps;' would be nice
459 'template' => '', # not used
461 my $nbsp = $nbsps{$format};
463 my %escape_functions = ( 'latex' => \&_latex_escape,
464 'html' => \&_html_escape_nbsp,#\&encode_entities,
465 'template' => sub { shift },
467 my $escape_function = $escape_functions{$format};
468 my $escape_function_nonbsp = ($format eq 'html')
469 ? \&_html_escape : $escape_function;
471 my %newline_tokens = ( 'latex' => '\\\\',
475 my $newline_token = $newline_tokens{$format};
477 warn "$me generating template variables\n"
480 # generate template variables
484 defined( $conf->config_orbase( "invoice_${format}returnaddress",
488 && length( $conf->config_orbase( "invoice_${format}returnaddress",
494 $returnaddress = join("\n",
495 $conf->config_orbase("invoice_${format}returnaddress", $template)
499 $conf->config_orbase('invoice_latexreturnaddress', $template) ) {
501 my $convert_map = $convert_maps{$format}{'returnaddress'};
504 &$convert_map( $conf->config_orbase( "invoice_latexreturnaddress",
509 } elsif ( grep /\S/, $conf->config('company_address', $cust_main->agentnum) ) {
511 my $convert_map = $convert_maps{$format}{'returnaddress'};
512 $returnaddress = join( "\n", &$convert_map(
513 map { s/( {2,})/'~' x length($1)/eg;
517 ( $conf->config('company_name', $cust_main->agentnum),
518 $conf->config('company_address', $cust_main->agentnum),
525 my $warning = "Couldn't find a return address; ".
526 "do you need to set the company_address configuration value?";
528 $returnaddress = $nbsp;
529 #$returnaddress = $warning;
533 warn "$me generating invoice data\n"
536 my $agentnum = $cust_main->agentnum;
541 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
542 'company_address' => join("\n", $conf->config('company_address', $agentnum) ). "\n",
543 'company_phonenum'=> scalar( $conf->config('company_phonenum', $agentnum) ),
544 'returnaddress' => $returnaddress,
545 'agent' => &$escape_function($cust_main->agent->agent),
547 #invoice/quotation info
548 'no_number' => $params{'no_number'},
549 'invnum' => ( $params{'no_number'} ? '' : $self->invnum ),
550 'quotationnum' => $self->quotationnum,
551 'no_date' => $params{'no_date'},
552 '_date' => ( $params{'no_date'} ? '' : $self->_date ),
553 # workaround for inconsistent behavior in the early plain text
554 # templates; see RT#28271
555 'date' => ( $params{'no_date'}
557 : ($format eq 'template'
559 : $self->time2str_local('long', $self->_date, $format)
562 'today' => $self->time2str_local('long', $today, $format),
563 'terms' => $self->terms,
564 'template' => $template, #params{'template'},
565 'notice_name' => $notice_name, # escape?
566 'current_charges' => sprintf("%.2f", $self->charged),
567 'duedate' => $self->due_date2str('rdate'), #date_format?
568 'duedate_long' => $self->due_date2str('long'),
571 'custnum' => $cust_main->display_custnum,
572 'prospectnum' => $cust_main->prospectnum,
573 'agent_custid' => &$escape_function($cust_main->agent_custid),
574 ( map { $_ => &$escape_function($cust_main->$_()) }
575 qw( company address1 address2 city state zip fax )
577 'payname' => &$escape_function( $cust_main->invoice_attn
578 || $cust_main->contact_firstlast ),
581 'ship_enable' => $cust_main->invoice_ship_address || $conf->exists('invoice-ship_address'),
582 'unitprices' => $conf->exists('invoice-unitprice'),
583 'smallernotes' => $conf->exists('invoice-smallernotes'),
584 'smallerfooter' => $conf->exists('invoice-smallerfooter'),
585 'balance_due_below_line' => $conf->exists('balance_due_below_line'),
587 #layout info -- would be fancy to calc some of this and bury the template
589 'topmargin' => scalar($conf->config('invoice_latextopmargin', $agentnum)),
590 'headsep' => scalar($conf->config('invoice_latexheadsep', $agentnum)),
591 'textheight' => scalar($conf->config('invoice_latextextheight', $agentnum)),
592 'extracouponspace' => scalar($conf->config('invoice_latexextracouponspace', $agentnum)),
593 'couponfootsep' => scalar($conf->config('invoice_latexcouponfootsep', $agentnum)),
594 'verticalreturnaddress' => $conf->exists('invoice_latexverticalreturnaddress', $agentnum),
595 'addresssep' => scalar($conf->config('invoice_latexaddresssep', $agentnum)),
596 'amountenclosedsep' => scalar($conf->config('invoice_latexcouponamountenclosedsep', $agentnum)),
597 'coupontoaddresssep' => scalar($conf->config('invoice_latexcoupontoaddresssep', $agentnum)),
598 'addcompanytoaddress' => $conf->exists('invoice_latexcouponaddcompanytoaddress', $agentnum),
600 # better hang on to conf_dir for a while (for old templates)
601 'conf_dir' => "$FS::UID::conf_dir/conf.$FS::UID::datasrc",
603 #these are only used when doing paged plaintext
609 #quotations have $name
610 $invoice_data{'name'} = $invoice_data{'payname'};
613 $invoice_data{'emt'} = sub { &$escape_function($self->mt(@_)) };
614 # prototype here to silence warnings
615 $invoice_data{'time2str'} = sub ($;$$) { $self->time2str_local(@_, $format) };
617 my $min_sdate = 999999999999;
619 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
620 next unless $cust_bill_pkg->pkgnum > 0;
621 $min_sdate = $cust_bill_pkg->sdate
622 if length($cust_bill_pkg->sdate) && $cust_bill_pkg->sdate < $min_sdate;
623 $max_edate = $cust_bill_pkg->edate
624 if length($cust_bill_pkg->edate) && $cust_bill_pkg->edate > $max_edate;
627 $invoice_data{'bill_period'} = '';
628 $invoice_data{'bill_period'} =
629 $self->time2str_local('%e %h', $min_sdate, $format)
631 $self->time2str_local('%e %h', $max_edate, $format)
632 if ($max_edate != 0 && $min_sdate != 999999999999);
634 $invoice_data{finance_section} = '';
635 if ( $conf->config('finance_pkgclass') ) {
637 qsearchs('pkg_class', { classnum => $conf->config('finance_pkgclass') });
638 $invoice_data{finance_section} = $pkg_class->categoryname;
640 $invoice_data{finance_amount} = '0.00';
641 $invoice_data{finance_section} ||= 'Finance Charges'; #avoid config confusion
643 my $countrydefault = $conf->config('countrydefault') || 'US';
644 foreach ( qw( address1 address2 city state zip country fax) ){
645 my $method = 'ship_'.$_;
646 $invoice_data{"ship_$_"} = $escape_function->($cust_main->$method);
648 if ( length($cust_main->ship_company) ) {
649 $invoice_data{'ship_company'} = $escape_function->($cust_main->ship_company);
651 $invoice_data{'ship_company'} = $escape_function->($cust_main->company);
653 $invoice_data{'ship_contact'} = $escape_function->($cust_main->contact);
654 $invoice_data{'ship_country'} = ''
655 if ( $invoice_data{'ship_country'} eq $countrydefault );
657 $invoice_data{'cid'} = $params{'cid'}
660 if ( $cust_main->bill_locationnum
661 && $cust_main->bill_location->country ne $countrydefault ) {
662 $invoice_data{'country'} = &$escape_function($cust_main->bill_country_full);
664 $invoice_data{'country'} = '';
668 $invoice_data{'address'} = \@address;
670 $invoice_data{'payname'}.
671 ( $cust_main->po_number
672 ? " (P.O. #". $cust_main->po_number. ")"
676 push @address, $cust_main->company
677 if $cust_main->company;
678 push @address, $cust_main->address1;
679 push @address, $cust_main->address2
680 if $cust_main->address2;
682 $cust_main->city. ", ". $cust_main->state. " ". $cust_main->zip;
683 push @address, $invoice_data{'country'}
684 if $invoice_data{'country'};
686 while (scalar(@address) < 5);
688 $invoice_data{'logo_file'} = $params{'logo_file'}
689 if $params{'logo_file'};
690 $invoice_data{'barcode_file'} = $params{'barcode_file'}
691 if $params{'barcode_file'};
692 $invoice_data{'barcode_img'} = $params{'barcode_img'}
693 if $params{'barcode_img'};
694 $invoice_data{'barcode_cid'} = $params{'barcode_cid'}
695 if $params{'barcode_cid'};
699 # using owed_on_invoice() instead of owed() here for $balance_due
700 # using _items_previous_total() instead of ->previous() for $pr_total
702 # owed_on_invoice() is aware of configuration flags that affect how an
703 # invoice is rendered. May not return actual current balance. Will
704 # return balance appropriate for the invoice being rendered, based
705 # on which past due items, current charges, and future payments are
708 # Going forward, usage of owed(), or bypassing cust_bill helper methods
709 # when generating invoice lines may lead to incorrect or misleading
712 # Helper methods that are aware of invoicing conf flags:
713 # - owed_on_invoice # use instead of owed()
714 # - _items_previous() # use instead of previous()
715 # - _items_credits() # use instead of cust_credit()
716 # - _items_payments()
718 # - _items_previous_total() # use instead of previous()
719 # - _items_payments_total()
720 # - _items_credits_total() # use instead of cust_credit()
722 my $pr_total = $self->_items_previous_total();
724 my $balance_due = $self->owed_on_invoice();
725 $invoice_data{'balance'} = sprintf("%.2f", $balance_due);
727 # flag telling this invoice to have a first-page summary
728 my $summarypage = '';
730 if ( $self->custnum && $self->invnum ) {
731 # XXX should be an FS::cust_bill method to set the defaults, instead
732 # of checking the type here
734 # info from customer's last invoice before this one, for some
736 $invoice_data{'last_bill'} = {};
738 # my $last_bill = $self->previous_bill;
739 # if ( $last_bill ) {
741 # Populate template stash for previous balance and payments
743 # Used on summary page as "Previous Balance"
744 $invoice_data{'true_previous_balance'} = sprintf("%.2f", $pr_total);
746 # Used on summary page as "Payments"
747 $invoice_data{'balance_adjustments'} = sprintf("%.2f",
748 $self->_items_payments_total() + $self->_items_credits_total()
751 # Used in invoice template as "Previous Balance"
752 $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
754 # $invoice_data{last_bill}{_date}:
755 # Not used in default templates, but may be in use by someone
757 # ! May be a problem field if they are using it... this field
758 # stores the date of the previous invoice... it is possible to
759 # carry a balance, but have the immediately previous invoice paid off.
760 # In this case, this field might be presenting bad data? Not
761 # altering the problematic behavior, because someone might be
762 # expecting this bad behavior in their templates for some other
763 # purpose, such as a "your last bill was dated %_date%"
764 my $last_bill = $self->previous_bill;
765 $invoice_data{'last_bill'}{'_date'}
767 ? $last_bill->_date()
770 # $invoice_data{previous_payments}
771 # Not used in default templates, but may be in use by someone
773 # Returns an array of hrefs representing payments, each with keys:
774 # - _date: epoch timestamp
775 # - date: text formatted date
776 # - amount: money formatted amount string
777 # - payinfo: string from payby_payinfo_pretty()
778 # - paynum: id for cust_pay
779 # - description: Text description for bill line item
781 my @payments = $self->_items_payments();
782 $invoice_data{previous_payments} = \@payments;
784 # $invoice_data{previous_credits}
785 # Not used in default templates, but may be in use by someone
787 # Returns an array of hrefs representing credits, each with keys:
788 # - _date: epoch timestamp
789 # - date: text formatted date
790 # - amount: money formatted amount string
791 # - crednum: id for cust_credit
792 # - description: Text description for bill line item
793 # - creditreason: reason() from cust_credit
795 my @credits = $self->_items_credits();
796 $invoice_data{previous_credits} = \@credits;
798 # Populate formatted date field
799 for my $pmt_href (@payments, @credits) {
800 $pmt_href->{date} = $self->time2str_local(
808 # There are no outstanding invoices = YAPH
809 $invoice_data{'true_previous_balance'} =
810 $invoice_data{'balance_adjustments'} =
811 $invoice_data{'previous_balance'} = '0.00';
812 $invoice_data{'previous_payments'} =
813 $invoice_data{'previous_credits'} = [];
816 # Condencing a lot of debug staements here
818 warn "\$invoice_data{$_}: $invoice_data{$_}"
820 true_previous_balance
828 if ( $conf->exists('invoice_usesummary', $agentnum) ) {
829 $invoice_data{'summarypage'} = $summarypage = 1;
832 } # if this is an invoice
834 warn "$me substituting variables in notes, footer, smallfooter\n"
837 my $tc = $self->template_conf;
838 my @include = ( [ $tc, 'notes' ],
839 [ 'invoice_', 'footer' ],
840 [ 'invoice_', 'smallfooter', ],
841 [ 'invoice_', 'watermark' ],
843 push @include, [ $tc, 'coupon', ]
844 unless $params{'no_coupon'};
846 foreach my $i (@include) {
848 # load the configuration for this sub-template
850 my($base, $include) = @$i;
852 my $inc_file = $conf->key_orbase("$base$format$include", $template);
854 my @inc_src = $conf->config($inc_file, $agentnum);
856 my $converter = $convert_maps{$format}{$include};
858 # then attempt to convert LaTeX to the requested format
859 $inc_file = $conf->key_orbase($base.'latex'.$include, $template);
860 @inc_src = &$converter( $conf->config($inc_file, $agentnum) );
862 # this isn't included in the convert_maps
863 my ($open, $close) = @{ $delimiters{$format} };
868 } # else @inc_src is empty and that's fine
870 # make a Text::Template out of it
872 my $inc_tt = new Text::Template (
874 SOURCE => [ map "$_\n", @inc_src ],
875 DELIMITERS => $delimiters{$format},
876 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
878 unless ( $inc_tt->compile() ) {
879 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
880 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
886 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
888 $invoice_data{$include} =~ s/\n+$//
889 if ($format eq 'latex');
892 # if (well, probably when) we still need PO numbers in the brave new world of
893 # 4.x, then we'll have to add them back as their own customer fields
894 # # let invoices use either of these as needed
895 # $invoice_data{'po_num'} = ($cust_main->payby eq 'BILL')
896 # ? $cust_main->payinfo : '';
897 # $invoice_data{'po_line'} =
898 # ( $cust_main->payby eq 'BILL' && $cust_main->payinfo )
899 # ? &$escape_function($self->mt("Purchase Order #").$cust_main->payinfo)
902 my %money_chars = ( 'latex' => '',
903 'html' => $conf->config('money_char') || '$',
906 my $money_char = $money_chars{$format};
909 my %other_money_chars = ( 'latex' => '\dollar ',#XXX should be a config too
910 'html' => $conf->config('money_char') || '$',
913 my $other_money_char = $other_money_chars{$format};
914 $invoice_data{'dollar'} = $other_money_char;
916 my %minus_signs = ( 'latex' => '$-$',
918 'template' => '- ' );
919 my $minus = $minus_signs{$format};
921 my @detail_items = ();
922 my @total_items = ();
926 $invoice_data{'detail_items'} = \@detail_items;
927 $invoice_data{'total_items'} = \@total_items;
928 $invoice_data{'buf'} = \@buf;
929 $invoice_data{'sections'} = \@sections;
931 warn "$me generating sections\n"
934 my $unsquelched = $params{unsquelch_cdr} || $cust_main->squelch_cdr ne 'Y';
935 my $multisection = $self->has_sections;
936 if ( $multisection ) {
937 $invoice_data{multisection} = $conf->config($tc.'sections_method') || 1;
940 my $extra_sections = [];
941 my $extra_lines = ();
943 # default section ('Charges')
944 my $default_section = { 'description' => '',
949 # Previous Charges section
950 # subtotal is the first return value from $self->previous
951 my $previous_section;
952 # if the invoice has major sections, or if we're summarizing previous
953 # charges with a single line, or if we've been specifically told to put them
954 # in a section, create a section for previous charges:
955 if ( $multisection or
956 $conf->exists('previous_balance-summary_only') or
957 $conf->exists('previous_balance-section') ) {
959 $previous_section = { 'description' => $self->mt('Previous Charges'),
960 'subtotal' => $other_money_char.
961 sprintf('%.2f', $pr_total),
962 'summarized' => '', #why? $summarypage ? 'Y' : '',
965 # Include balance aging line and template variables
966 my @aged_balances = $self->_items_aging_balances();
967 ( $invoice_data{aged_balance_current},
968 $invoice_data{aged_balance_30d},
969 $invoice_data{aged_balance_60d},
970 $invoice_data{aged_balance_90d}
973 if ($conf->exists('invoice_include_aging')) {
974 $previous_section->{posttotal} = sprintf(
975 '0 / 30 / 60 / 90 days overdue %.2f / %.2f / %.2f / %.2f',
981 # otherwise put them in the main section
982 $previous_section = $default_section;
985 my $adjust_section = {
986 'description' => $self->mt('Credits, Payments, and Adjustments'),
987 'adjust_section' => 1,
988 'subtotal' => 0, # adjusted below
990 my $adjust_weight = _pkg_category($adjust_section->{description})
991 ? _pkg_category($adjust_section->{description})->weight
993 $adjust_section->{'summarized'} = ''; #why? $summarypage && !$adjust_weight ? 'Y' : '';
994 # Note: 'sort_weight' here is actually a flag telling whether there is an
995 # explicit package category for the adjust section. If so, certain behavior
997 $adjust_section->{'sort_weight'} = $adjust_weight;
1000 if ( $multisection ) {
1001 ($extra_sections, $extra_lines) =
1002 $self->_items_extra_usage_sections($escape_function_nonbsp, $format)
1003 if $conf->exists('usage_class_as_a_section', $cust_main->agentnum)
1004 && $self->can('_items_extra_usage_sections');
1006 push @$extra_sections, $adjust_section if $adjust_section->{sort_weight};
1008 push @detail_items, @$extra_lines if $extra_lines;
1010 # the code is written so that both methods can be used together, but
1011 # we haven't yet changed the template to take advantage of that, so for
1012 # now, treat them as mutually exclusive.
1013 my %section_method = ( by_category => 1 );
1014 if ( $conf->config($tc.'sections_method') eq 'location' ) {
1015 %section_method = ( by_location => 1 );
1017 my ($early, $late) =
1018 $self->_items_sections( 'summary' => $summarypage,
1019 'escape' => $escape_function_nonbsp,
1020 'extra_sections' => $extra_sections,
1021 'format' => $format,
1024 push @sections, @$early;
1025 $late_sections = $late;
1027 if ( $conf->exists('svc_phone_sections')
1028 && $self->can('_items_svc_phone_sections')
1031 my ($phone_sections, $phone_lines) =
1032 $self->_items_svc_phone_sections($escape_function_nonbsp, $format);
1033 push @{$late_sections}, @$phone_sections;
1034 push @detail_items, @$phone_lines;
1036 if ( $conf->exists('voip-cust_accountcode_cdr')
1037 && $cust_main->accountcode_cdr
1038 && $self->can('_items_accountcode_cdr')
1041 my ($accountcode_section, $accountcode_lines) =
1042 $self->_items_accountcode_cdr($escape_function_nonbsp,$format);
1043 if ( scalar(@$accountcode_lines) ) {
1044 push @{$late_sections}, $accountcode_section;
1045 push @detail_items, @$accountcode_lines;
1048 } else {# not multisection
1049 # make a default section
1050 push @sections, $default_section;
1051 # and calculate the finance charge total, since it won't get done otherwise.
1052 # and the default section total
1053 # XXX possibly finance_pkgclass should not be used in this manner?
1054 my @finance_charges;
1056 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
1057 if ( $invoice_data{finance_section} and
1058 grep { $_->section eq $invoice_data{finance_section} }
1059 $cust_bill_pkg->cust_bill_pkg_display ) {
1060 # I think these are always setup fees, but just to be sure...
1061 push @finance_charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1063 push @charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1066 $invoice_data{finance_amount} =
1067 sprintf('%.2f', sum( @finance_charges ) || 0);
1068 $default_section->{subtotal} = $other_money_char.
1069 sprintf('%.2f', sum( @charges ) || 0);
1072 # start setting up summary subtotals
1073 my @summary_subtotals;
1074 my $method = $conf->config('summary_subtotals_method');
1075 if ( $method and $method ne $conf->config($tc.'sections_method') ) {
1076 # then re-section them by the correct method
1077 my %section_method = ( by_category => 1 );
1078 if ( $conf->config('summary_subtotals_method') eq 'location' ) {
1079 %section_method = ( by_location => 1 );
1081 my ($early, $late) =
1082 $self->_items_sections( 'summary' => $summarypage,
1083 'escape' => $escape_function_nonbsp,
1084 'extra_sections' => $extra_sections,
1085 'format' => $format,
1088 foreach ( @$early ) {
1089 next if $_->{subtotal} == 0;
1090 $_->{subtotal} = $other_money_char.sprintf('%.2f', $_->{subtotal});
1091 push @summary_subtotals, $_;
1094 # subtotal sectioning is the same as for the actual invoice sections
1095 @summary_subtotals = grep $_->{subtotal}, @sections;
1098 # Hereafter, push sections to both @sections and @summary_subtotals
1099 # if they belong in both places (e.g. tax section). Late sections are
1100 # never in @summary_subtotals.
1102 # previous invoice balances in the Previous Charges section if there
1103 # is one, otherwise in the main detail section
1104 # (except if summary_only is enabled, don't show them at all)
1105 if ( $self->can('_items_previous') &&
1106 $self->enable_previous &&
1107 ! $conf->exists('previous_balance-summary_only') ) {
1109 warn "$me adding previous balances\n"
1112 foreach my $line_item ( $self->_items_previous ) {
1115 ref => $line_item->{'pkgnum'},
1116 pkgpart => $line_item->{'pkgpart'},
1117 #quantity => 1, # not really correct
1118 section => $previous_section, # which might be $default_section
1119 description => &$escape_function($line_item->{'description'}),
1120 ext_description => [ map { &$escape_function($_) }
1121 @{ $line_item->{'ext_description'} || [] }
1123 amount => $money_char . $line_item->{'amount'},
1124 product_code => $line_item->{'pkgpart'} || 'N/A',
1127 push @detail_items, $detail;
1128 push @buf, [ $detail->{'description'},
1129 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1135 if ( $pr_total && $self->enable_previous ) {
1136 push @buf, ['','-----------'];
1137 push @buf, [ $self->mt('Total Previous Balance'),
1138 $money_char. sprintf("%10.2f", $pr_total) ];
1142 if ( $conf->exists('svc_phone-did-summary') && $self->can('_did_summary') ) {
1143 warn "$me adding DID summary\n"
1146 my ($didsummary,$minutes) = $self->_did_summary;
1147 my $didsummary_desc = 'DID Activity Summary (since last invoice)';
1149 { 'description' => $didsummary_desc,
1150 'ext_description' => [ $didsummary, $minutes ],
1154 foreach my $section (@sections, @$late_sections) {
1156 # begin some normalization
1157 $section->{'subtotal'} = $section->{'amount'}
1159 && !exists($section->{subtotal})
1160 && exists($section->{amount});
1162 $invoice_data{finance_amount} = sprintf('%.2f', $section->{'subtotal'} )
1163 if ( $invoice_data{finance_section} &&
1164 $section->{'description'} eq $invoice_data{finance_section} );
1166 if ( $multisection ) {
1168 if ( ref($section->{'subtotal'}) ) {
1170 $section->{'subtotal'} =
1171 sprintf("$other_money_char%.2f to $other_money_char%.2f",
1172 $section->{'subtotal'}[0],
1173 $section->{'subtotal'}[1]
1178 $section->{'subtotal'} = $other_money_char.
1179 sprintf('%.2f', $section->{'subtotal'})
1183 # continue some normalization
1184 $section->{'amount'} = $section->{'subtotal'}
1188 if ( $section->{'description'} ) {
1189 push @buf, ( [ &$escape_function($section->{'description'}), '' ],
1194 warn "$me setting options\n"
1198 $options{'section'} = $section if $multisection;
1199 $options{'section_with_taxes'} = 1
1201 && $conf->config_bool('invoice_sections_with_taxes', $cust_main->agentnum);
1202 $options{'format'} = $format;
1203 $options{'escape_function'} = $escape_function;
1204 $options{'no_usage'} = 1 unless $unsquelched;
1205 $options{'unsquelched'} = $unsquelched;
1206 $options{'summary_page'} = $summarypage;
1207 $options{'skip_usage'} =
1208 scalar(@$extra_sections) && !grep{$section == $_} @$extra_sections;
1209 $options{'preref_callback'} = $params{'preref_callback'};
1210 $options{'disable_line_item_date_ranges'} =
1211 $conf->exists('disable_line_item_date_ranges');
1213 warn "$me searching for line items\n"
1216 my %section_tax_lines;
1219 foreach my $line_item ( $self->_items_pkg(%options),
1220 $self->_items_fee(%options) ) {
1222 # When bill is sectioned by location, fees may be displayed within the
1223 # appropriate location section. Suppress this fee from the taxes/fees
1224 # end section, so it doesn't appear to be charged twice and make the
1225 # subtotals seem incorrect
1227 if $line_item->{locationnum}
1228 && ref $options{section}
1229 && !exists $options{section}->{locationnum}
1230 && $self->has_sections
1231 && $conf->config($tc.'sections_method') eq 'location';
1233 warn "$me adding line item ".
1234 join(', ', map "$_=>".$line_item->{$_}, keys %$line_item). "\n"
1237 push @buf, ( [ $line_item->{'description'},
1238 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1240 map { [ " ". $_, '' ] } @{$line_item->{'ext_description'}},
1243 $line_item->{'ref'} = $line_item->{'pkgnum'};
1244 $line_item->{'product_code'} = $line_item->{'pkgpart'} || 'N/A'; # mt()?
1245 $line_item->{'section'} = $section;
1246 $line_item->{'description'} = &$escape_function($line_item->{'description'});
1247 $line_item->{'amount'} = $money_char.$line_item->{'amount'};
1249 if ( length($line_item->{'unit_amount'}) ) {
1250 $line_item->{'unit_amount'} = $money_char.$line_item->{'unit_amount'};
1252 $line_item->{'ext_description'} ||= [];
1254 if ( $options{section_with_taxes} && ref $line_item->{pkg_tax} ) {
1255 for my $line_tax ( @{$ line_item->{pkg_tax} } ) {
1257 # It is rarely possible for the same tax record to be presented here
1258 # multiple times. See cust_bill_pkg::_pkg_tax_list for more info
1259 next if $seen_tax_lines{ $line_tax->{billpkgtaxlocationnum} };
1260 $seen_tax_lines{ $line_tax->{billpkgtaxlocationnum} } = 1;
1262 $section_tax_lines{ $line_tax->{taxname} } += $line_tax->{amount};
1266 push @detail_items, $line_item;
1269 # If conf flag invoice_sections_with_taxes:
1270 # - Add @detail_items for taxes into each section
1271 # - Update section subtotal to include taxes
1272 if ( $options{section_with_taxes} && %section_tax_lines ) {
1273 for my $taxname ( keys %section_tax_lines ) {
1275 push @detail_items, {
1276 section => $section,
1277 amount => sprintf($money_char."%.2f",$section_tax_lines{$taxname}),
1278 description => &$escape_function($taxname),
1281 # Append taxes to total. If line format resembles "$5.00 to $12.00"
1282 # append to the second value.
1284 if ($section->{subtotal} =~ /to/) {
1285 my @subtotal = split /\s/, $section->{subtotal};
1286 $subtotal[2] =~ s/[^\d\.]//g;
1287 $subtotal[2] = sprintf(
1289 ( $subtotal[2] + $section_tax_lines{$taxname} )
1291 $section->{subtotal} = join ' ', @subtotal;
1293 $section->{subtotal} =~ s/[^\d\.]//g;
1294 $section->{subtotal} = sprintf(
1295 $money_char . "%.2f",
1296 ( $section->{subtotal} + $section_tax_lines{$taxname} )
1303 if ( $section->{'description'} ) {
1304 push @buf, ( ['','-----------'],
1305 [ $section->{'description'}. ' sub-total',
1306 $section->{'subtotal'} # already formatted this
1315 $invoice_data{current_less_finance} =
1316 sprintf('%.2f', $self->charged - $invoice_data{finance_amount} );
1318 # if there's anything in the Previous Charges section, prepend it to the list
1319 if ( $pr_total and $previous_section ne $default_section ) {
1320 unshift @sections, $previous_section;
1321 # but not @summary_subtotals
1324 warn "$me adding taxes\n"
1327 # create a tax section if we don't yet have one
1328 my @items_tax = $self->_items_tax;
1329 my $tax_description = 'Taxes, Surcharges, and Fees';
1331 List::Util::first { $_->{description} eq $tax_description } @sections;
1332 if (!$tax_section) {
1333 $tax_section = { 'description' => $tax_description };
1334 push @sections, $tax_section if $multisection and @items_tax > 0;
1336 $tax_section->{tax_section} = 1; # mark this section as containing taxes
1337 # if this is an existing tax section, we're merging the tax items into it.
1338 # grab the taxtotal that's already there, strip the money symbol if any
1339 my $taxtotal = $tax_section->{'subtotal'} || 0;
1340 $taxtotal =~ s/^\Q$other_money_char\E//;
1343 #my $tax_weight = _pkg_category($tax_section->{description})
1344 # ? _pkg_category($tax_section->{description})->weight
1346 #$tax_section->{'summarized'} = ''; #why? $summarypage && !$tax_weight ? 'Y' : '';
1347 #$tax_section->{'sort_weight'} = $tax_weight;
1349 my $invoice_sections_with_taxes = $conf->config_bool(
1350 'invoice_sections_with_taxes', $cust_main->agentnum
1353 foreach my $tax ( @items_tax ) {
1356 my $description = &$escape_function( $tax->{'description'} );
1357 my $amount = sprintf( '%.2f', $tax->{'amount'} );
1359 if ( $multisection ) {
1360 if ( !$invoice_sections_with_taxes ) {
1362 $taxtotal += $tax->{'amount'};
1364 push @detail_items, {
1365 ext_description => [],
1368 description => $description,
1369 amount => $money_char. $amount,
1371 section => $tax_section,
1377 $taxtotal += $tax->{'amount'};
1379 push @total_items, {
1380 'total_item' => $description,
1381 'total_amount' => $other_money_char. $amount,
1386 push @buf,[ $description,
1387 $money_char. $amount,
1394 $total->{'total_item'} = $self->mt('Sub-total');
1395 $total->{'total_amount'} =
1396 $other_money_char. sprintf('%.2f', $self->charged - $taxtotal );
1398 if ( $multisection ) {
1400 if ( $conf->config_bool('invoice_sections_with_taxes', $cust_main->agentnum) ) {
1401 # If all tax items are displayed in location/category sections,
1402 # remove the empty tax section
1403 @sections = grep{ $_ ne $tax_section } @sections
1404 unless grep{ $_->{section} eq $tax_section } @detail_items;
1407 if ( $taxtotal > 0 ) {
1408 # there are taxes, so prepare the section to be displayed.
1409 # $taxtotal already includes any line items that were already in the
1410 # section (fees, taxes that are charged as packages for some reason).
1411 # also set 'summarized' to false so that this isn't a summary-only
1413 $tax_section->{'subtotal'} = $other_money_char.
1414 sprintf('%.2f', $taxtotal);
1415 $tax_section->{'pretotal'} = 'New charges sub-total '.
1416 $total->{'total_amount'};
1417 $tax_section->{'description'} = $self->mt($tax_description);
1418 $tax_section->{'summarized'} = '';
1420 if ( !grep $tax_section, @sections ) {
1422 # append it if it's not already there
1423 push @sections, $tax_section;
1424 push @summary_subtotals, $tax_section;
1431 unshift @total_items, $total;
1434 $invoice_data{'taxtotal'} = sprintf('%.2f', $taxtotal);
1440 my %embolden_functions = (
1441 'latex' => sub { return '\textbf{'. shift(). '}' },
1442 'html' => sub { return '<b>'. shift(). '</b>' },
1443 'template' => sub { shift },
1445 my $embolden_function = $embolden_functions{$format};
1447 if ( $multisection ) {
1449 if ( $adjust_section->{'sort_weight'} ) {
1450 $adjust_section->{'posttotal'} = $self->mt('Balance Forward').' '.
1451 $other_money_char. sprintf("%.2f", ($self->billing_balance || 0) );
1453 $adjust_section->{'pretotal'} = $self->mt('New charges total').' '.
1454 $other_money_char. sprintf('%.2f', $self->charged );
1459 if ( $self->can('_items_total') ) { # should always be true now
1461 # even for multisection, need plain text version
1463 my @new_total_items = $self->_items_total;
1465 push @buf,['','-----------'];
1467 foreach ( @new_total_items ) {
1468 my ($item, $amount) = ($_->{'total_item'}, $_->{'total_amount'});
1469 $_->{'total_item'} = &$embolden_function( $item );
1471 if ( ref($amount) ) {
1472 $_->{'total_amount'} = &$embolden_function(
1473 $other_money_char.$amount->[0]. ' to '.
1474 $other_money_char.$amount->[1]
1477 $_->{'total_amount'} = &$embolden_function( $other_money_char.$amount );
1480 # but if it's multisection, don't append to @total_items. the adjust
1481 # section has all this stuff
1482 push @total_items, $_ if !$multisection;
1483 push @buf, [ $item, $money_char.sprintf('%10.2f',$amount) ];
1486 push @buf, [ '', '' ];
1488 # if we're showing previous invoices, also show previous
1489 # credits and payments
1490 if ( $self->enable_previous
1491 and $self->can('_items_credits')
1492 and $self->can('_items_payments') )
1496 my $credittotal = 0;
1497 foreach my $credit (
1498 $self->_items_credits( 'template' => $template, 'trim_len' => 40 )
1502 $total->{'total_item'} = &$escape_function($credit->{'description'});
1503 $credittotal += $credit->{'amount'};
1504 $total->{'total_amount'} = $minus.$other_money_char.$credit->{'amount'};
1505 if ( $multisection ) {
1506 push @detail_items, {
1507 ext_description => [],
1510 description => &$escape_function($credit->{'description'}),
1511 amount => $money_char . $credit->{'amount'},
1513 section => $adjust_section,
1516 push @total_items, $total;
1520 $invoice_data{'credittotal'} = sprintf('%.2f', $credittotal);
1523 foreach my $credit (
1524 $self->_items_credits( 'template' => $template, 'trim_len'=>32 )
1526 push @buf, [ $credit->{'description'}, $money_char.$credit->{'amount'} ];
1530 my $paymenttotal = 0;
1531 foreach my $payment (
1532 $self->_items_payments( 'template' => $template )
1535 $total->{'total_item'} = &$escape_function($payment->{'description'});
1536 $paymenttotal += $payment->{'amount'};
1537 $total->{'total_amount'} = $minus.$other_money_char.$payment->{'amount'};
1538 if ( $multisection ) {
1539 push @detail_items, {
1540 ext_description => [],
1543 description => &$escape_function($payment->{'description'}),
1544 amount => $money_char . $payment->{'amount'},
1546 section => $adjust_section,
1549 push @total_items, $total;
1551 push @buf, [ $payment->{'description'},
1552 $money_char. sprintf("%10.2f", $payment->{'amount'}),
1555 $invoice_data{'paymenttotal'} = sprintf('%.2f', $paymenttotal);
1557 if ( $multisection ) {
1558 $adjust_section->{'subtotal'} = $other_money_char.
1559 sprintf('%.2f', $credittotal + $paymenttotal);
1561 #why this? because {sort_weight} forces the adjust_section to appear
1562 #in @extra_sections instead of @sections. obviously.
1563 push @sections, $adjust_section
1564 unless $adjust_section->{sort_weight};
1565 # do not summarize; adjustments there are shown according to
1569 # create Balance Due message
1572 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1573 $total->{'total_amount'} =
1574 &$embolden_function(
1575 $other_money_char. sprintf('%.2f', #why? $summarypage
1576 # ? $self->charged +
1577 # $self->billing_balance
1582 if ( $multisection && !$adjust_section->{sort_weight} ) {
1583 $adjust_section->{'posttotal'} = $total->{'total_item'}. ' '.
1584 $total->{'total_amount'};
1586 push @total_items, $total;
1588 push @buf,['','-----------'];
1589 push @buf,[$self->balance_due_msg, $money_char.
1590 sprintf("%10.2f", $balance_due ) ];
1593 if ( $conf->exists('previous_balance-show_credit')
1594 and $cust_main->balance < 0 ) {
1595 my $credit_total = {
1596 'total_item' => &$embolden_function($self->credit_balance_msg),
1597 'total_amount' => &$embolden_function(
1598 $other_money_char. sprintf('%.2f', -$cust_main->balance)
1601 if ( $multisection ) {
1602 $adjust_section->{'posttotal'} .= $newline_token .
1603 $credit_total->{'total_item'} . ' ' . $credit_total->{'total_amount'};
1606 push @total_items, $credit_total;
1608 push @buf,['','-----------'];
1609 push @buf,[$self->credit_balance_msg, $money_char.
1610 sprintf("%10.2f", -$cust_main->balance ) ];
1614 } #end of default total adding ! can('_items_total')
1616 if ( $multisection ) {
1617 if ( $conf->exists('svc_phone_sections')
1618 && $self->can('_items_svc_phone_sections')
1622 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1623 $total->{'total_amount'} =
1624 &$embolden_function(
1625 $other_money_char. sprintf('%.2f', $balance_due)
1627 my $last_section = pop @sections;
1628 $last_section->{'posttotal'} = $total->{'total_item'}. ' '.
1629 $total->{'total_amount'};
1630 push @sections, $last_section;
1632 push @sections, @$late_sections
1636 # make a discounts-available section, even without multisection
1637 if ( $conf->exists('discount-show_available')
1638 and my @discounts_avail = $self->_items_discounts_avail ) {
1639 my $discount_section = {
1640 'description' => $self->mt('Discounts Available'),
1645 push @sections, $discount_section; # do not summarize
1646 push @detail_items, map { +{
1647 'ref' => '', #should this be something else?
1648 'section' => $discount_section,
1649 'description' => &$escape_function( $_->{description} ),
1650 'amount' => $money_char . &$escape_function( $_->{amount} ),
1651 'ext_description' => [ &$escape_function($_->{ext_description}) || () ],
1652 } } @discounts_avail;
1655 # not adding any more sections after this
1656 $invoice_data{summary_subtotals} = \@summary_subtotals;
1659 if ( $conf->exists('usage_class_summary')
1660 and $self->can('_items_usage_class_summary') ) {
1661 my @usage_subtotals = $self->_items_usage_class_summary(escape => $escape_function, 'money_char' => $other_money_char);
1662 if ( @usage_subtotals ) {
1663 unshift @sections, $usage_subtotals[0]->{section}; # do not summarize
1664 unshift @detail_items, @usage_subtotals;
1668 # invoice history "section" (not really a section)
1669 # not to be included in any subtotals, completely independent of
1671 if ( $conf->exists('previous_invoice_history') and $cust_main->isa('FS::cust_main') ) {
1674 foreach my $cust_bill ( $cust_main->cust_bill ) {
1675 # XXX hardcoded format, and currently only 'charged'; add other fields
1676 # if they become necessary
1677 my $date = $self->time2str_local('%b %Y', $cust_bill->_date);
1678 $history{$date} ||= 0;
1679 $history{$date} += $cust_bill->charged;
1680 # just so we have a numeric sort key
1681 $monthorder{$date} ||= $cust_bill->_date;
1683 my @sorted_months = sort { $monthorder{$a} <=> $monthorder{$b} }
1685 my @sorted_amounts = map { sprintf('%.2f', $history{$_}) } @sorted_months;
1686 $invoice_data{monthly_history} = [ \@sorted_months, \@sorted_amounts ];
1689 # service locations: another option for template customization
1691 foreach my $item (@detail_items) {
1692 if ( $item->{locationnum} ) {
1693 $location_info{ $item->{locationnum} } ||= {
1694 FS::cust_location->by_key( $item->{locationnum} )->location_hash
1698 $invoice_data{location_info} = \%location_info;
1700 # debugging hook: call this with 'diag' => 1 to just get a hash of
1701 # the invoice variables
1702 return \%invoice_data if ( $params{'diag'} );
1704 # All sections and items are built; now fill in templates.
1705 my @includelist = ();
1706 push @includelist, 'summary' if $summarypage;
1707 foreach my $include ( @includelist ) {
1709 my $inc_file = $conf->key_orbase("invoice_${format}$include", $template);
1712 if ( length( $conf->config($inc_file, $agentnum) ) ) {
1714 @inc_src = $conf->config($inc_file, $agentnum);
1718 $inc_file = $conf->key_orbase("invoice_latex$include", $template);
1720 my $convert_map = $convert_maps{$format}{$include};
1722 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
1723 s/--\@\]/$delimiters{$format}[1]/g;
1726 &$convert_map( $conf->config($inc_file, $agentnum) );
1730 my $inc_tt = new Text::Template (
1732 SOURCE => [ map "$_\n", @inc_src ],
1733 DELIMITERS => $delimiters{$format},
1734 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
1736 unless ( $inc_tt->compile() ) {
1737 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
1738 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
1742 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
1744 $invoice_data{$include} =~ s/\n+$//
1745 if ($format eq 'latex');
1750 foreach ( grep /invoice_lines\(\d*\)/, @invoice_template ) { #kludgy
1751 /invoice_lines\((\d*)\)/;
1752 $invoice_lines += $1 || scalar(@buf);
1755 die "no invoice_lines() functions in template?"
1756 if ( $format eq 'template' && !$wasfunc );
1758 if ( $invoice_lines ) {
1759 $invoice_data{'total_pages'} = int( scalar(@buf) / $invoice_lines );
1760 $invoice_data{'total_pages'}++
1761 if scalar(@buf) % $invoice_lines;
1764 #setup subroutine for the template
1765 $invoice_data{invoice_lines} = sub {
1766 my $lines = shift || scalar(@buf);
1775 if ($format eq 'template') {
1780 push @collect, split("\n",
1781 $text_template->fill_in( HASH => \%invoice_data )
1783 $invoice_data{'page'}++;
1785 map "$_\n", @collect;
1787 } else { # this is where we actually create the invoice
1789 if ( $params{no_addresses} ) {
1790 delete $invoice_data{$_} foreach qw(
1791 payname company address1 address2 city state zip country
1793 $invoice_data{returnaddress} = '~';
1796 warn "filling in template for invoice ". $self->invnum. "\n"
1798 warn join("\n", map " $_ => ". $invoice_data{$_}, keys %invoice_data). "\n"
1801 $text_template->fill_in(HASH => \%invoice_data);
1805 sub notice_name { '('.shift->table.')'; }
1807 # this is not supposed to happen
1808 sub template_conf { warn "bare FS::Template_Mixin::template_conf";
1812 =item print_ps HASHREF | [ TIME [ , TEMPLATE ] ]
1814 Returns an postscript invoice, as a scalar.
1816 Options can be passed as a hashref (recommended) or as a list of time, template
1817 and then any key/value pairs for any other options.
1819 I<time> an optional value used to control the printing of overdue messages. The
1820 default is now. It isn't the date of the invoice; that's the `_date' field.
1821 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1822 L<Time::Local> and L<Date::Parse> for conversion functions.
1824 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1831 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1832 my $ps = generate_ps($file);
1834 unlink($barcodefile) if $barcodefile;
1839 =item print_pdf HASHREF | [ TIME [ , TEMPLATE ] ]
1841 Returns an PDF invoice, as a scalar.
1843 Options can be passed as a hashref (recommended) or as a list of time, template
1844 and then any key/value pairs for any other options.
1846 I<time> an optional value used to control the printing of overdue messages. The
1847 default is now. It isn't the date of the invoice; that's the `_date' field.
1848 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1849 L<Time::Local> and L<Date::Parse> for conversion functions.
1851 I<template>, if specified, is the name of a suffix for alternate invoices.
1853 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1860 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1861 my $pdf = generate_pdf($file);
1863 unlink($barcodefile) if $barcodefile;
1868 =item print_html HASHREF | [ TIME [ , TEMPLATE [ , CID ] ] ]
1870 Returns an HTML invoice, as a scalar.
1872 I<time> an optional value used to control the printing of overdue messages. The
1873 default is now. It isn't the date of the invoice; that's the `_date' field.
1874 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1875 L<Time::Local> and L<Date::Parse> for conversion functions.
1877 I<template>, if specified, is the name of a suffix for alternate invoices.
1879 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1881 I<cid> is a MIME Content-ID used to create a "cid:" URL for the logo image, used
1882 when emailing the invoice as part of a multipart/related MIME email.
1890 %params = %{ shift() };
1894 $params{'format'} = 'html';
1896 $self->print_generic( %params );
1899 # quick subroutine for print_latex
1901 # There are ten characters that LaTeX treats as special characters, which
1902 # means that they do not simply typeset themselves:
1903 # # $ % & ~ _ ^ \ { }
1905 # TeX ignores blanks following an escaped character; if you want a blank (as
1906 # in "10% of ..."), you have to "escape" the blank as well ("10\%\ of ...").
1910 $value =~ s/([#\$%&~_\^{}])( )?/"\\$1". ( ( defined($2) && length($2) ) ? "\\$2" : '' )/ge;
1911 $value =~ s/([<>])/\$$1\$/g;
1917 encode_entities($value);
1921 sub _html_escape_nbsp {
1922 my $value = _html_escape(shift);
1923 $value =~ s/ +/ /g;
1927 #utility methods for print_*
1929 sub _translate_old_latex_format {
1930 warn "_translate_old_latex_format called\n"
1937 if ( $line =~ /^%%Detail\s*$/ ) {
1939 push @template, q![@--!,
1940 q! foreach my $_tr_line (@detail_items) {!,
1941 q! if ( scalar ($_tr_item->{'ext_description'} ) ) {!,
1942 q! $_tr_line->{'description'} .= !,
1943 q! "\\tabularnewline\n~~".!,
1944 q! join( "\\tabularnewline\n~~",!,
1945 q! @{$_tr_line->{'ext_description'}}!,
1949 while ( ( my $line_item_line = shift )
1950 !~ /^%%EndDetail\s*$/ ) {
1951 $line_item_line =~ s/'/\\'/g; # nice LTS
1952 $line_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1953 $line_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1954 push @template, " \$OUT .= '$line_item_line';";
1957 push @template, '}',
1960 } elsif ( $line =~ /^%%TotalDetails\s*$/ ) {
1962 push @template, '[@--',
1963 ' foreach my $_tr_line (@total_items) {';
1965 while ( ( my $total_item_line = shift )
1966 !~ /^%%EndTotalDetails\s*$/ ) {
1967 $total_item_line =~ s/'/\\'/g; # nice LTS
1968 $total_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1969 $total_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1970 push @template, " \$OUT .= '$total_item_line';";
1973 push @template, '}',
1977 $line =~ s/\$(\w+)/[\@-- \$$1 --\@]/g;
1978 push @template, $line;
1984 warn "$_\n" foreach @template;
1996 my $conf = $self->conf;
1998 #check for an invoice-specific override
1999 return $self->invoice_terms if $self->invoice_terms;
2001 #check for a customer- specific override
2002 my $cust_main = $self->cust_main;
2003 return $cust_main->invoice_terms if $cust_main && $cust_main->invoice_terms;
2007 $agentnum = $cust_main->agentnum;
2008 } elsif ( my $prospect_main = $self->prospect_main ) {
2009 $agentnum = $prospect_main->agentnum;
2012 #use configured default
2013 $conf->config('invoice_default_terms', $agentnum) || '';
2023 if ( $self->terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2024 $duedate = $self->_date() + ( $1 * 86400 );
2025 } elsif ( $self->terms =~ /^End of Month$/ ) {
2026 my ($mon,$year) = (localtime($self->_date) )[4,5];
2028 until ( $mon < 12 ) { $mon -= 12; $year++; }
2029 my $nextmonth_first = timelocal(0,0,0,1,$mon,$year);
2030 $duedate = $nextmonth_first - 86400;
2041 $self->due_date ? $self->time2str_local(shift, $self->due_date) : '';
2044 =item balance_due_msg
2048 sub balance_due_msg {
2050 my $msg = $self->mt('Balance Due');
2051 return $msg unless $self->terms; # huh?
2052 if ( !$self->conf->exists('invoice_show_prior_due_date')
2053 || $self->has_sections ) {
2054 # if enabled, the due date is shown with Total New Charges (see
2055 # _items_total) and not here
2056 # (yes, or if invoice_sections is enabled; this is just for compatibility)
2057 if ( $self->due_date ) {
2059 $self->conf->config('invoice_pay_by_msg', $self->agentnum)
2060 || 'Please pay by [_1]';
2061 $msg .= ' - ' . $self->mt($please_pay_by, $self->due_date2str('short')).
2063 unless $self->conf->config_bool('invoice_omit_due_date',$self->agentnum);
2064 } elsif ( $self->terms ) {
2065 $msg .= ' - '. $self->mt($self->terms);
2071 =item balance_due_date
2075 sub balance_due_date {
2077 my $conf = $self->conf;
2079 my $terms = $self->terms;
2080 if ( $terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2081 $duedate = $self->time2str_local('rdate', $self->_date + ($1*86400) );
2086 sub credit_balance_msg {
2088 $self->mt('Credit Balance Remaining')
2093 Returns a string with the date, for example: "3/20/2008", localized for the
2094 customer. Use _date_pretty_unlocalized for non-end-customer display use.
2100 $self->time2str_local('short', $self->_date);
2103 =item _date_pretty_unlocalized
2105 Returns a string with the date, for example: "3/20/2008", in the format
2106 configured for the back-office. Use _date_pretty for end-customer display use.
2110 sub _date_pretty_unlocalized {
2112 time2str($date_format, $self->_date);
2117 Emails this template.
2119 Options are passed as a hashref. Available options:
2125 If specified, overrides the default From: address.
2129 If specified, overrides the name of the sent document ("Invoice" or "Quotation")
2133 (Deprecated) If specified, is the name of a suffix for alternate template files.
2137 Options accepted by generate_email can also be used.
2143 my $opt = shift || {};
2144 if ($opt and !ref($opt)) {
2145 die ref($self). '->email called with positional parameters';
2148 return if $self->hide;
2150 my $error = send_email(
2151 $self->generate_email(
2152 'subject' => $self->email_subject($opt->{template}),
2153 %$opt, # template, etc.
2157 die "can't email: $error\n" if $error;
2160 =item generate_email OPTION => VALUE ...
2168 sender address, required
2172 alternate template name, optional
2176 email subject, optional
2180 notice name instead of "Invoice", optional
2184 Returns an argument list to be passed to L<FS::Misc::send_email>.
2191 sub generate_email {
2195 my $conf = $self->conf;
2197 my $me = '[FS::Template_Mixin::generate_email]';
2200 'from' => $args{'from'},
2201 'subject' => ($args{'subject'} || $self->email_subject),
2202 'custnum' => $self->custnum,
2203 'msgtype' => 'invoice',
2206 $args{'unsquelch_cdr'} = $conf->exists('voip-cdr_email');
2208 my $cust_main = $self->cust_main;
2210 if (ref($args{'to'}) eq 'ARRAY') {
2211 $return{'to'} = $args{'to'};
2212 } elsif ( $cust_main ) {
2213 $return{'to'} = [ $cust_main->invoicing_list_emailonly ];
2216 my $tc = $self->template_conf;
2218 my @text; # array of lines
2219 my $html; # a big string
2220 my @related_parts; # will contain the text/HTML alternative, and images
2221 my $related; # will contain the multipart/related object
2223 if ( $conf->exists($tc. 'email_pdf') ) {
2224 if ( my $msgnum = $conf->config($tc.'email_pdf_msgnum') ) {
2226 warn "$me using '${tc}email_pdf_msgnum' in multipart message"
2229 my $msg_template = FS::msg_template->by_key($msgnum)
2230 or die "${tc}email_pdf_msgnum $msgnum not found\n";
2231 my $cust_msg = $msg_template->prepare(
2232 cust_main => $self->cust_main,
2234 msgtype => 'invoice',
2237 # XXX hack to make this work in the new cust_msg era; consider replacing
2238 # with cust_bill_send_with_notice events.
2239 my @parts = $cust_msg->parts;
2240 foreach my $part (@parts) { # will only have two parts, normally
2241 if ( $part->mime_type eq 'text/plain' ) {
2242 @text = @{ $part->body };
2243 } elsif ( $part->mime_type eq 'text/html' ) {
2244 $html = $part->bodyhandle->as_string;
2248 } elsif ( my @note = $conf->config($tc.'email_pdf_note') ) {
2250 warn "$me using '${tc}email_pdf_note' in multipart message"
2252 @text = $conf->config($tc.'email_pdf_note');
2253 $html = join('<BR>', @text);
2255 } # else use the plain text invoice
2260 if ( $conf->config($tc.'template') ) {
2262 warn "$me generating plain text invoice"
2265 # 'print_text' argument is no longer used
2266 @text = map Encode::encode_utf8($_), $self->print_text(\%args);
2270 warn "$me no plain text version exists; sending empty message body"
2277 my $text_part = build MIME::Entity (
2278 'Type' => 'text/plain',
2279 'Encoding' => 'quoted-printable',
2280 'Charset' => 'UTF-8',
2281 #'Encoding' => '7bit',
2283 'Disposition' => 'inline',
2288 if ( $conf->exists($tc.'html') ) {
2289 warn "$me generating HTML invoice"
2292 $args{'from'} =~ /\@([\w\.\-]+)/;
2293 my $from = $1 || 'example.com';
2294 my $content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2297 my $agentnum = $cust_main ? $cust_main->agentnum
2298 : $self->prospect_main->agentnum;
2299 if ( defined($args{'template'}) && length($args{'template'})
2300 && $conf->exists( 'logo_'. $args{'template'}. '.png', $agentnum )
2303 $logo = 'logo_'. $args{'template'}. '.png';
2307 my $image_data = $conf->config_binary( $logo, $agentnum);
2309 push @related_parts, build MIME::Entity
2310 'Type' => 'image/png',
2311 'Encoding' => 'base64',
2312 'Data' => $image_data,
2313 'Filename' => 'logo.png',
2314 'Content-ID' => "<$content_id>",
2317 if ( ref($self) eq 'FS::cust_bill' && $conf->exists('invoice-barcode') ) {
2318 my $barcode_content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2319 push @related_parts, build MIME::Entity
2320 'Type' => 'image/png',
2321 'Encoding' => 'base64',
2322 'Data' => $self->invoice_barcode(0),
2323 'Filename' => 'barcode.png',
2324 'Content-ID' => "<$barcode_content_id>",
2326 $args{'barcode_cid'} = $barcode_content_id;
2329 $html = $self->print_html({ 'cid'=>$content_id, %args });
2336 warn "$me creating HTML/text multipart message"
2339 $return{'nobody'} = 1;
2341 my $alternative = build MIME::Entity
2342 'Type' => 'multipart/alternative',
2343 #'Encoding' => '7bit',
2344 'Disposition' => 'inline'
2348 $alternative->add_part($text_part);
2351 $alternative->attach(
2352 'Type' => 'text/html',
2353 'Encoding' => 'quoted-printable',
2354 'Data' => [ '<html>',
2357 ' '. encode_entities($return{'subject'}),
2360 ' <body bgcolor="#e8e8e8">',
2361 Encode::encode_utf8($html),
2365 'Disposition' => 'inline',
2366 #'Filename' => 'invoice.pdf',
2369 unshift @related_parts, $alternative;
2371 $related = build MIME::Entity 'Type' => 'multipart/related',
2372 'Encoding' => '7bit';
2374 #false laziness w/Misc::send_email
2375 $related->head->replace('Content-type',
2376 $related->mime_type.
2377 '; boundary="'. $related->head->multipart_boundary. '"'.
2378 '; type=multipart/alternative'
2381 $related->add_part($_) foreach @related_parts;
2385 my @otherparts = ();
2386 if ( ref($self) eq 'FS::cust_bill' && $cust_main->email_csv_cdr ) {
2388 if ( $conf->config('voip-cdr_email_attach') eq 'zip' ) {
2390 my $data = join('', map "$_\n",
2391 $self->call_details(prepend_billed_number=>1)
2394 my $zip = new Archive::Zip;
2395 my $file = $zip->addString( $data, 'usage-'.$self->invnum.'.csv' );
2396 $file->desiredCompressionMethod( COMPRESSION_DEFLATED );
2399 my $SH = IO::Scalar->new(\$zipdata);
2400 my $status = $zip->writeToFileHandle($SH);
2401 die "Error zipping CDR attachment: $!" unless $status == AZ_OK;
2403 push @otherparts, build MIME::Entity
2404 'Type' => 'application/zip',
2405 'Encoding' => 'base64',
2407 'Disposition' => 'attachment',
2408 'Filename' => 'usage-'. $self->invnum. '.zip',
2411 } else { # } elsif ( $conf->config('voip-cdr_email_attach') eq 'csv' ) {
2413 push @otherparts, build MIME::Entity
2414 'Type' => 'text/csv',
2415 'Encoding' => '7bit',
2416 'Data' => [ map { "$_\n" }
2417 $self->call_details('prepend_billed_number' => 1)
2419 'Disposition' => 'attachment',
2420 'Filename' => 'usage-'. $self->invnum. '.csv',
2427 if ( $conf->exists($tc.'email_pdf') ) {
2432 # multipart/alternative
2438 my $pdf = build MIME::Entity $self->mimebuild_pdf(\%args);
2439 push @otherparts, $pdf;
2443 $return{'content-type'} = 'multipart/mixed'; # of the outer container
2445 $return{'mimeparts'} = [ $related, @otherparts ];
2446 $return{'type'} = 'multipart/related'; # of the first part
2448 $return{'mimeparts'} = [ $text_part, @otherparts ];
2449 $return{'type'} = 'text/plain';
2451 } elsif ( $html ) { # no PDF or CSV, strip the outer container
2452 $return{'mimeparts'} = \@related_parts;
2453 $return{'content-type'} = 'multipart/related';
2454 $return{'type'} = 'multipart/alternative';
2455 } else { # no HTML either
2456 $return{'body'} = \@text;
2457 $return{'content-type'} = 'text/plain';
2466 Returns a list suitable for passing to MIME::Entity->build(), representing
2467 this quotation or invoice as PDF attachment.
2474 'Type' => 'application/pdf',
2475 'Encoding' => 'base64',
2476 'Data' => [ $self->print_pdf(@_) ],
2477 'Disposition' => 'attachment',
2478 'Filename' => $self->pdf_filename,
2482 =item postal_mail_fsinc
2484 Sends this invoice to the Freeside Internet Services, Inc. print and mail
2490 use IO::Socket::SSL;
2492 use HTTP::Request::Common qw( POST );
2493 use Cpanel::JSON::XS;
2495 sub postal_mail_fsinc {
2496 my ( $self, %opt ) = @_;
2498 my $url = 'https://ws.freeside.biz/print';
2500 my $cust_main = $self->cust_main;
2501 my $agentnum = $cust_main->agentnum;
2502 my $bill_location = $cust_main->bill_location;
2504 die "Extra charges for international mailing; contact support\@freeside.biz to enable\n"
2505 if $bill_location->country ne 'US';
2507 my $conf = new FS::Conf;
2509 my @company_address = $conf->config('company_address', $agentnum);
2510 my ( $company_address1, $company_address2, $company_city, $company_state, $company_zip );
2511 if ( $company_address[2] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2512 $company_address1 = $company_address[0];
2513 $company_address2 = $company_address[1];
2515 $company_state = $2;
2517 } elsif ( $company_address[1] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2518 $company_address1 = $company_address[0];
2519 $company_address2 = '';
2521 $company_state = $2;
2524 die "Unparsable company_address; contact support\@freeside.biz\n";
2526 $company_city =~ s/,$//;
2528 my $file = $self->print_pdf(%opt, 'no_addresses' => 1);
2529 my $pages = CAM::PDF->new($file)->numPages;
2531 my $ua = LWP::UserAgent->new(
2533 verify_hostname => 0,
2534 SSL_verify_mode => IO::Socket::SSL::SSL_VERIFY_NONE,
2535 SSL_version => 'SSLv3',
2538 my $response = $ua->request( POST $url, [
2539 'support-key' => scalar($conf->config('support-key')),
2540 'file' => encode_base64($file),
2544 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
2545 'company_address1' => $company_address1,
2546 'company_address2' => $company_address2,
2547 'company_city' => $company_city,
2548 'company_state' => $company_state,
2549 'company_zip' => $company_zip,
2550 'company_country' => 'US',
2551 'company_phonenum' => scalar($conf->config('company_phonenum', $agentnum)),
2552 'company_email' => scalar($conf->config('invoice_from', $agentnum)),
2555 'name' => $cust_main->invoice_attn
2556 || $cust_main->contact_firstlast,
2557 'company' => $cust_main->company,
2558 'address1' => $bill_location->address1,
2559 'address2' => $bill_location->address2,
2560 'city' => $bill_location->city,
2561 'state' => $bill_location->state,
2562 'zip' => $bill_location->zip,
2563 'country' => $bill_location->country,
2566 die "Print connection error: ". $response->message.
2567 ' ('. $response->as_string. ")\n"
2568 unless $response->is_success;
2571 my $content = eval { decode_json($response->content) };
2572 die "Print JSON error : $@\n" if $@;
2574 die $content->{error}."\n"
2575 if $content->{error};
2577 #TODO: store this so we can query for a status later
2578 warn "Invoice printed, ID ". $content->{id}. "\n";
2584 =item _items_sections OPTIONS
2586 Generate section information for all items appearing on this invoice.
2587 This will only be called for multi-section invoices.
2589 For each line item (L<FS::cust_bill_pkg> record), this will fetch all
2590 related display records (L<FS::cust_bill_pkg_display>) and organize
2591 them into two groups ("early" and "late" according to whether they come
2592 before or after the total), then into sections. A subtotal is calculated
2595 Section descriptions are returned in sort weight order. Each consists
2596 of a hash containing:
2598 description: the package category name, escaped
2599 subtotal: the total charges in that section
2600 tax_section: a flag indicating that the section contains only tax charges
2601 summarized: same as tax_section, for some reason
2602 sort_weight: the package category's sort weight
2604 If 'condense' is set on the display record, it also contains everything
2605 returned from C<_condense_section()>, i.e. C<_condensed_foo_generator>
2606 coderefs to generate parts of the invoice. This is not advised.
2608 The method returns two arrayrefs, one of "early" sections and one of "late"
2611 OPTIONS may include:
2613 by_location: a flag to divide the invoice into sections by location.
2614 Each section hash will have a 'location' element containing a hashref of
2615 the location fields (see L<FS::cust_location>). The section description
2616 will be the location label, but the template can use any of the location
2617 fields to create a suitable label.
2619 by_category: a flag to divide the invoice into sections using display
2620 records (see L<FS::cust_bill_pkg_display>). This is the "traditional"
2621 behavior. Each section hash will have a 'category' element containing
2622 the section name from the display record (which probably equals the
2623 category name of the package, but may not in some cases).
2625 summary: a flag indicating that this is a summary-format invoice.
2626 Turning this on has the following effects:
2627 - Ignores display items with the 'summary' flag.
2628 - Places all sections in the "early" group even if they have post_total.
2629 - Creates sections for all non-disabled package categories, even if they
2630 have no charges on this invoice, as well as a section with no name.
2632 escape: an escape function to use for section titles.
2634 extra_sections: an arrayref of additional sections to return after the
2635 sorted list. If there are any of these, section subtotals exclude
2638 format: 'latex', 'html', or 'template' (i.e. text). Not used, but
2639 passed through to C<_condense_section()>.
2643 use vars qw(%pkg_category_cache);
2644 sub _items_sections {
2648 my $escape = $opt{escape};
2649 my @extra_sections = @{ $opt{extra_sections} || [] };
2651 # $subtotal{$locationnum}{$categoryname} = amount.
2652 # if we're not using by_location, $locationnum is undef.
2653 # if we're not using by_category, you guessed it, $categoryname is undef.
2654 # if we're not using either one, we shouldn't be here in the first place...
2656 my %late_subtotal = ();
2659 # About tax items + multisection invoices:
2660 # If either invoice_*summary option is enabled, AND there is a
2661 # package category with the name of the tax, then there will be
2662 # a display record assigning the tax item to that category.
2664 # However, the taxes are always placed in the "Taxes, Surcharges,
2665 # and Fees" section regardless of that. The only effect of the
2666 # display record is to create a subtotal for the summary page.
2669 my $pkg_hash = $self->cust_pkg_hash;
2671 foreach my $cust_bill_pkg ( $self->cust_bill_pkg )
2674 my $usage = $cust_bill_pkg->usage;
2677 if ( $opt{by_location} ) {
2678 if ( $cust_bill_pkg->pkgnum ) {
2679 $locationnum = $pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum;
2684 $locationnum = undef;
2687 # as in _items_cust_pkg, if a line item has no display records,
2688 # cust_bill_pkg_display() returns a default record for it
2690 foreach my $display ($cust_bill_pkg->cust_bill_pkg_display) {
2691 next if ( $display->summary && $opt{summary} );
2693 #my $section = $display->section;
2694 #false laziness with the method, but for efficiency inside this loop
2695 my $section = $display->get('section');
2696 if ( !$section && !$cust_bill_pkg->hidden ) {
2697 $section = $cust_bill_pkg->get('categoryname'); #cust_bill->cust_bill_pkg added it (XXX quotations / quotation_section)
2700 my $type = $display->type;
2701 # Set $section = undef if we're sectioning by location and this
2702 # line item _has_ a location (i.e. isn't a fee).
2703 $section = undef if $locationnum;
2705 # set this flag if the section is not tax-only
2706 $not_tax{$locationnum}{$section} = 1
2707 if $cust_bill_pkg->pkgnum or $cust_bill_pkg->feepart;
2709 # there's actually a very important piece of logic buried in here:
2710 # incrementing $late_subtotal{$section} CREATES
2711 # $late_subtotal{$section}. keys(%late_subtotal) is later used
2712 # to define the list of late sections, and likewise keys(%subtotal).
2713 # When _items_cust_bill_pkg is called to generate line items for
2714 # real, it will be called with 'section' => $section for each
2716 if ( $display->post_total && !$opt{summary} ) {
2717 if (! $type || $type eq 'S') {
2718 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2719 if $cust_bill_pkg->setup != 0
2720 || $cust_bill_pkg->setup_show_zero;
2724 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur
2725 if $cust_bill_pkg->recur != 0
2726 || $cust_bill_pkg->recur_show_zero;
2729 if ($type && $type eq 'R') {
2730 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2731 if $cust_bill_pkg->recur != 0
2732 || $cust_bill_pkg->recur_show_zero;
2735 if ($type && $type eq 'U') {
2736 $late_subtotal{$locationnum}{$section} += $usage
2737 unless scalar(@extra_sections);
2740 } else { # it's a pre-total (normal) section
2742 # skip tax items unless they're explicitly included in a section
2743 next if $cust_bill_pkg->pkgnum == 0 and
2744 ! $cust_bill_pkg->feepart and
2747 if ( $type eq 'S' ) {
2748 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2749 if $cust_bill_pkg->setup != 0
2750 || $cust_bill_pkg->setup_show_zero;
2751 } elsif ( $type eq 'R' ) {
2752 $subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2753 if $cust_bill_pkg->recur != 0
2754 || $cust_bill_pkg->recur_show_zero;
2755 } elsif ( $type eq 'U' ) {
2756 $subtotal{$locationnum}{$section} += $usage
2757 unless scalar(@extra_sections);
2758 } elsif ( !$type ) {
2759 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2760 + $cust_bill_pkg->recur;
2769 %pkg_category_cache = ();
2771 # summary invoices need subtotals for all non-disabled package categories,
2772 # even if they're zero
2773 # but currently assume that there are no location sections, or at least
2774 # that the summary page doesn't care about them
2775 if ( $opt{summary} ) {
2776 foreach my $category (qsearch('pkg_category', {disabled => ''})) {
2777 $subtotal{''}{$category->categoryname} ||= 0;
2779 $subtotal{''}{''} ||= 0;
2783 foreach my $post_total (0,1) {
2785 my $s = $post_total ? \%late_subtotal : \%subtotal;
2786 foreach my $locationnum (keys %$s) {
2787 foreach my $sectionname (keys %{ $s->{$locationnum} }) {
2789 'subtotal' => $s->{$locationnum}{$sectionname},
2792 if ( $locationnum ) {
2793 $section->{'locationnum'} = $locationnum;
2794 my $location = FS::cust_location->by_key($locationnum);
2795 $section->{'description'} = &{ $escape }($location->location_label);
2796 # Better ideas? This will roughly group them by proximity,
2797 # which alpha sorting on any of the address fields won't.
2798 # Sorting by locationnum is meaningless.
2799 # We have to sort on _something_ or the order may change
2800 # randomly from one invoice to the next, which will confuse
2802 $section->{'sort_weight'} = sprintf('%012s',$location->zip) .
2804 $section->{'location'} = {
2805 label_prefix => &{ $escape }($location->label_prefix),
2806 map { $_ => &{ $escape }($location->get($_)) }
2810 $section->{'category'} = $sectionname;
2811 $section->{'description'} = &{ $escape }($sectionname);
2812 if ( _pkg_category($sectionname) ) {
2813 $section->{'sort_weight'} = _pkg_category($sectionname)->weight;
2814 if ( _pkg_category($sectionname)->condense ) {
2815 $section = { %$section, $self->_condense_section($opt{format}) };
2819 if ( !$post_total and !$not_tax{$locationnum}{$sectionname} ) {
2820 # then it's a tax-only section
2821 $section->{'summarized'} = 'Y';
2822 $section->{'tax_section'} = 'Y';
2824 push @these, $section;
2825 } # foreach $sectionname
2826 } #foreach $locationnum
2827 push @these, @extra_sections if $post_total == 0;
2828 # need an alpha sort for location sections, because postal codes can
2830 $sections[ $post_total ] = [ sort {
2831 $opt{'by_location'} ?
2832 ($a->{sort_weight} cmp $b->{sort_weight}) :
2833 ($a->{sort_weight} <=> $b->{sort_weight})
2835 } #foreach $post_total
2837 return @sections; # early, late
2840 #helper subs for above
2844 $self->{cust_pkg} ||= { map { $_->pkgnum => $_ } $self->cust_pkg };
2848 my $categoryname = shift;
2849 $pkg_category_cache{$categoryname} ||=
2850 qsearchs( 'pkg_category', { 'categoryname' => $categoryname } );
2853 my %condensed_format = (
2854 'label' => [ qw( Description Qty Amount ) ],
2856 sub { shift->{description} },
2857 sub { shift->{quantity} },
2858 sub { my($href, %opt) = @_;
2859 ($opt{dollar} || ''). $href->{amount};
2862 'align' => [ qw( l r r ) ],
2863 'span' => [ qw( 5 1 1 ) ], # unitprices?
2864 'width' => [ qw( 10.7cm 1.4cm 1.6cm ) ], # don't like this
2867 sub _condense_section {
2868 my ( $self, $format ) = ( shift, shift );
2870 map { my $method = "_condensed_$_"; $_ => $self->$method($format) }
2871 qw( description_generator
2874 total_line_generator
2879 sub _condensed_generator_defaults {
2880 my ( $self, $format ) = ( shift, shift );
2881 return ( \%condensed_format, ' ', ' ', ' ', sub { shift } );
2890 sub _condensed_header_generator {
2891 my ( $self, $format ) = ( shift, shift );
2893 my ( $f, $prefix, $suffix, $separator, $column ) =
2894 _condensed_generator_defaults($format);
2896 if ($format eq 'latex') {
2897 $prefix = "\\hline\n\\rule{0pt}{2.5ex}\n\\makebox[1.4cm]{}&\n";
2898 $suffix = "\\\\\n\\hline";
2901 sub { my ($d,$a,$s,$w) = @_;
2902 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2904 } elsif ( $format eq 'html' ) {
2905 $prefix = '<th></th>';
2909 sub { my ($d,$a,$s,$w) = @_;
2910 return qq!<th align="$html_align{$a}">$d</th>!;
2918 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2920 &{$column}( map { $f->{$_}->[$i] } qw(label align span width) );
2923 $prefix. join($separator, @result). $suffix;
2928 sub _condensed_description_generator {
2929 my ( $self, $format ) = ( shift, shift );
2931 my ( $f, $prefix, $suffix, $separator, $column ) =
2932 _condensed_generator_defaults($format);
2934 my $money_char = '$';
2935 if ($format eq 'latex') {
2936 $prefix = "\\hline\n\\multicolumn{1}{c}{\\rule{0pt}{2.5ex}~} &\n";
2938 $separator = " & \n";
2940 sub { my ($d,$a,$s,$w) = @_;
2941 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2943 $money_char = '\\dollar';
2944 }elsif ( $format eq 'html' ) {
2945 $prefix = '"><td align="center"></td>';
2949 sub { my ($d,$a,$s,$w) = @_;
2950 return qq!<td align="$html_align{$a}">$d</td>!;
2952 #$money_char = $conf->config('money_char') || '$';
2953 $money_char = ''; # this is madness
2961 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2963 $dollar = $money_char if $i == scalar(@{$f->{label}})-1;
2965 &{$column}( &{$f->{fields}->[$i]}($href, 'dollar' => $dollar),
2966 map { $f->{$_}->[$i] } qw(align span width)
2970 $prefix. join( $separator, @result ). $suffix;
2975 sub _condensed_total_generator {
2976 my ( $self, $format ) = ( shift, shift );
2978 my ( $f, $prefix, $suffix, $separator, $column ) =
2979 _condensed_generator_defaults($format);
2982 if ($format eq 'latex') {
2985 $separator = " & \n";
2987 sub { my ($d,$a,$s,$w) = @_;
2988 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2990 }elsif ( $format eq 'html' ) {
2994 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2996 sub { my ($d,$a,$s,$w) = @_;
2997 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
3006 # my $r = &{$f->{fields}->[$i]}(@args);
3007 # $r .= ' Total' unless $i;
3009 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
3011 &{$column}( &{$f->{fields}->[$i]}(@args). ($i ? '' : ' Total'),
3012 map { $f->{$_}->[$i] } qw(align span width)
3016 $prefix. join( $separator, @result ). $suffix;
3021 =item total_line_generator FORMAT
3023 Returns a coderef used for generation of invoice total line items for this
3024 usage_class. FORMAT is either html or latex
3028 # should not be used: will have issues with hash element names (description vs
3029 # total_item and amount vs total_amount -- another array of functions?
3031 sub _condensed_total_line_generator {
3032 my ( $self, $format ) = ( shift, shift );
3034 my ( $f, $prefix, $suffix, $separator, $column ) =
3035 _condensed_generator_defaults($format);
3038 if ($format eq 'latex') {
3041 $separator = " & \n";
3043 sub { my ($d,$a,$s,$w) = @_;
3044 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
3046 }elsif ( $format eq 'html' ) {
3050 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
3052 sub { my ($d,$a,$s,$w) = @_;
3053 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
3062 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
3064 &{$column}( &{$f->{fields}->[$i]}(@args),
3065 map { $f->{$_}->[$i] } qw(align span width)
3069 $prefix. join( $separator, @result ). $suffix;
3074 =item _items_pkg [ OPTIONS ]
3076 Return line item hashes for each package item on this invoice. Nearly
3079 $self->_items_cust_bill_pkg([ $self->cust_bill_pkg ])
3081 OPTIONS are passed through to _items_cust_bill_pkg, and should include
3082 'format' and 'escape_function' at minimum.
3084 To produce items for a specific invoice section, OPTIONS should include
3085 'section', a hashref containing 'category' and/or 'locationnum' keys.
3087 'section' may also contain a key named 'condensed'. If this is present
3088 and has a true value, _items_pkg will try to merge identical items into items
3089 with 'quantity' equal to the number of items (not the sum of their separate
3090 quantities, for some reason).
3096 # The order of these is important. Bundled line items will be merged into
3097 # the most recent non-hidden item, so it needs to be the one with:
3099 # - the same start date
3100 # - no pkgpart_override
3102 # So: sort by pkgnum,
3104 # then sort the base line item before any overrides
3105 # then sort hidden before non-hidden add-ons
3106 # then sort by override pkgpart (for consistency)
3107 sort { $a->pkgnum <=> $b->pkgnum or
3108 $a->sdate <=> $b->sdate or
3109 ($a->pkgpart_override ? 0 : -1) or
3110 ($b->pkgpart_override ? 0 : 1) or
3111 $b->hidden cmp $a->hidden or
3112 $a->pkgpart_override <=> $b->pkgpart_override
3114 # and of course exclude taxes and fees
3115 grep { $_->pkgnum > 0 } $self->cust_bill_pkg;
3121 my @cust_bill_pkg = grep { $_->feepart } $self->cust_bill_pkg;
3122 my $escape_function = $options{escape_function};
3124 my $locale = $self->cust_main->locale;
3127 foreach my $cust_bill_pkg (@cust_bill_pkg) {
3128 # cache this, so we don't look it up again in every section
3129 my $part_fee = $cust_bill_pkg->get('part_fee')
3130 || $cust_bill_pkg->part_fee;
3131 $cust_bill_pkg->set('part_fee', $part_fee);
3133 #die "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n"; # might make more sense
3134 warn "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n";
3138 # If _items_fee is called while building a sectioned invoice,
3139 # - invoice_sections_method: category
3140 # Skip fee records that do not match the section category.
3141 # - invoice_sections_method: location
3142 # Skip fee records always for location sections.
3143 # The fee records will be presented in the tax/fee section instead.
3145 exists( $options{section} )
3149 exists( $options{section}{category} )
3151 $part_fee->categoryname ne $options{section}{category}
3154 exists( $options{section}{location})
3157 warn "skipping fee '".$part_fee->itemdesc.
3158 "'--not in section $options{section}{category}\n" if $DEBUG;
3163 my %base_invnums; # invnum => invoice date
3164 foreach ($cust_bill_pkg->cust_bill_pkg_fee) {
3165 if ($_->base_invnum) {
3166 my $base_bill = FS::cust_bill->by_key($_->base_invnum);
3167 my $base_date = $self->time2str_local('short', $base_bill->_date)
3169 $base_invnums{$_->base_invnum} = $base_date || '';
3172 foreach (sort keys(%base_invnums)) {
3173 next if $_ == $self->invnum;
3174 # per convention, we must escape ext_description lines
3176 &{$escape_function}(
3177 $self->mt('from invoice #[_1] on [_2]', $_, $base_invnums{$_})
3180 my $desc = $part_fee->itemdesc_locale($locale);
3181 # but not escape the base description line
3183 my @pkg_tax = $cust_bill_pkg->_pkg_tax_list
3184 if $options{section_with_taxes};
3187 { feepart => $cust_bill_pkg->feepart,
3188 billpkgnum => $cust_bill_pkg->billpkgnum,
3189 amount => sprintf('%.2f', $cust_bill_pkg->setup + $cust_bill_pkg->recur),
3190 description => $desc,
3191 pkg_tax => \@pkg_tax,
3192 ext_description => \@ext_desc
3203 warn "$me _items_pkg searching for all package line items\n"
3206 my @cust_bill_pkg = $self->_items_nontax;
3208 warn "$me _items_pkg filtering line items\n"
3210 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3212 if ($options{section} && $options{section}->{condensed}) {
3214 warn "$me _items_pkg condensing section\n"
3218 local $Storable::canonical = 1;
3219 foreach ( @items ) {
3221 delete $item->{ref};
3222 delete $item->{ext_description};
3223 my $key = freeze($item);
3224 $itemshash{$key} ||= 0;
3225 $itemshash{$key} ++; # += $item->{quantity};
3227 @items = sort { $a->{description} cmp $b->{description} }
3228 map { my $i = thaw($_);
3229 $i->{quantity} = $itemshash{$_};
3231 sprintf( "%.2f", $i->{quantity} * $i->{amount} );#unit_amount
3237 warn "$me _items_pkg returning ". scalar(@items). " items\n"
3244 return 0 unless $a->itemdesc cmp $b->itemdesc;
3245 return -1 if $b->itemdesc eq 'Tax';
3246 return 1 if $a->itemdesc eq 'Tax';
3247 return -1 if $b->itemdesc eq 'Other surcharges';
3248 return 1 if $a->itemdesc eq 'Other surcharges';
3249 $a->itemdesc cmp $b->itemdesc;
3254 my @cust_bill_pkg = sort _taxsort grep { ! $_->pkgnum and ! $_->feepart }
3255 $self->cust_bill_pkg;
3256 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3258 if ( $self->conf->exists('always_show_tax') ) {
3259 my $itemdesc = $self->conf->config('always_show_tax') || 'Tax';
3260 if (0 == grep { $_->{description} eq $itemdesc } @items) {
3262 { 'description' => $itemdesc,
3269 =item _items_cust_bill_pkg CUST_BILL_PKGS OPTIONS
3271 Takes an arrayref of L<FS::cust_bill_pkg> objects, and returns a
3272 list of hashrefs describing the line items they generate on the invoice.
3274 OPTIONS may include:
3276 format: the invoice format.
3278 escape_function: the function used to escape strings.
3280 DEPRECATED? (expensive, mostly unused?)
3281 format_function: the function used to format CDRs.
3283 section: a hashref containing 'category' and/or 'locationnum'; if this
3284 is present, only returns line items that belong to that category and/or
3285 location (whichever is defined).
3287 multisection: a flag indicating that this is a multisection invoice,
3288 which does something complicated.
3290 section_with_taxes: Look up and include applied taxes for each record
3292 Returns a list of hashrefs, each of which may contain:
3294 pkgnum, description, amount, unit_amount, quantity, pkgpart, _is_setup, and
3295 ext_description, which is an arrayref of detail lines to show below
3300 sub _items_cust_bill_pkg {
3302 my $conf = $self->conf;
3303 my $cust_bill_pkgs = shift;
3306 my $format = $opt{format} || '';
3307 my $escape_function = $opt{escape_function} || sub { shift };
3308 my $format_function = $opt{format_function} || '';
3309 my $no_usage = $opt{no_usage} || '';
3310 my $unsquelched = $opt{unsquelched} || ''; #unused
3311 my ($section, $locationnum, $category);
3312 if ( $opt{section} ) {
3313 $category = $opt{section}->{category};
3314 $locationnum = $opt{section}->{locationnum};
3316 my $summary_page = $opt{summary_page} || ''; #unused
3317 my $multisection = defined($category) || defined($locationnum);
3318 # this variable is the value of the config setting, not whether it applies
3319 # to this particular line item.
3320 my $discount_show_always = $conf->exists('discount-show-always');
3322 my $maxlength = $conf->config('cust_bill-latex_lineitem_maxlength') || 40;
3324 my $cust_main = $self->cust_main;#for per-agent cust_bill-line_item-ate_style
3326 my $agentnum = $self->agentnum;
3328 # for location labels: use default location on the invoice date
3329 my $default_locationnum;
3330 if ( $conf->exists('invoice-all_pkg_addresses') ) {
3331 $default_locationnum = 0; # treat them all as non-default
3332 } elsif ( $self->custnum ) {
3334 my @h_search = FS::h_cust_main->sql_h_search($self->_date);
3335 $h_cust_main = qsearchs({
3336 'table' => 'h_cust_main',
3337 'hashref' => { custnum => $self->custnum },
3338 'extra_sql' => $h_search[1],
3339 'addl_from' => $h_search[3],
3341 $default_locationnum = $h_cust_main->ship_locationnum;
3342 } elsif ( $self->prospectnum ) {
3343 my $cust_location = qsearchs('cust_location',
3344 { prospectnum => $self->prospectnum,
3346 $default_locationnum = $cust_location->locationnum if $cust_location;
3349 my @b = (); # accumulator for the line item hashes that we'll return
3350 my ($s, $r, $u, $d) = ( undef, undef, undef, undef );
3351 # the 'current' line item hashes for setup, recur, usage, discount
3352 foreach my $cust_bill_pkg ( @$cust_bill_pkgs )
3354 # if the current line item is waiting to go out, and the one we're about
3355 # to start is not bundled, then push out the current one and start a new
3358 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
3360 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3361 if ( $_ && !$cust_bill_pkg->hidden ) {
3362 $_->{amount} = sprintf( "%.2f", $_->{amount} );
3363 $_->{amount} =~ s/^\-0\.00$/0.00/;
3364 if (exists($_->{unit_amount})) {
3365 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3368 # we already decided to create this display line; don't reconsider it
3370 # if $_->{amount} != 0
3371 # || $discount_show_always
3372 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3373 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3379 if ( $locationnum ) {
3380 # this is a location section; skip packages that aren't at this
3382 next if $cust_bill_pkg->pkgnum == 0; # skips fees...
3383 next if $self->cust_pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum
3387 # Consider display records for this item to determine if it belongs
3388 # in this section. Note that if there are no display records, there
3389 # will be a default pseudo-record that includes all charge types
3390 # and has no section name.
3391 my @cust_bill_pkg_display = $cust_bill_pkg->can('cust_bill_pkg_display')
3392 ? $cust_bill_pkg->cust_bill_pkg_display
3393 : ( $cust_bill_pkg );
3395 warn "$me _items_cust_bill_pkg considering cust_bill_pkg ".
3396 $cust_bill_pkg->billpkgnum. ", pkgnum ". $cust_bill_pkg->pkgnum. "\n"
3399 if ( defined($category) ) {
3400 # then this is a package category section; process all display records
3401 # that belong to this section.
3402 @cust_bill_pkg_display = grep { $_->section eq $category }
3403 @cust_bill_pkg_display;
3405 # otherwise, process all display records that aren't usage summaries
3406 # (I don't think there should be usage summaries if you aren't using
3407 # category sections, but this is the historical behavior)
3408 @cust_bill_pkg_display = grep { !$_->summary }
3409 @cust_bill_pkg_display;
3412 my $classname = ''; # package class name, will fill in later
3414 foreach my $display (@cust_bill_pkg_display) {
3416 warn "$me _items_cust_bill_pkg considering cust_bill_pkg_display ".
3417 $display->billpkgdisplaynum. "\n"
3420 my $type = $display->type;
3422 my $desc = $cust_bill_pkg->desc( $cust_main ? $cust_main->locale : '' );
3423 $desc = substr($desc, 0, $maxlength). '...'
3424 if $format eq 'latex' && length($desc) > $maxlength;
3426 my %details_opt = ( 'format' => $format,
3427 'escape_function' => $escape_function,
3428 'format_function' => $format_function,
3429 'no_usage' => $opt{'no_usage'},
3432 if ( $cust_bill_pkg->pkgnum > 0 ) {
3433 # a "normal" package line item (not a quotation, not a fee, not a tax)
3435 warn "$me _items_cust_bill_pkg cust_bill_pkg is non-tax\n"
3438 my $cust_pkg = $cust_bill_pkg->cust_pkg;
3439 my $part_pkg = $cust_pkg->part_pkg;
3441 # which pkgpart to show for display purposes?
3442 my $pkgpart = $cust_bill_pkg->pkgpart_override || $cust_pkg->pkgpart;
3444 # start/end dates for invoice formats that do nonstandard
3446 my %item_dates = ();
3447 %item_dates = map { $_ => $cust_bill_pkg->$_ } ('sdate', 'edate')
3448 unless $part_pkg->option('disable_line_item_date_ranges',1);
3450 # not normally used, but pass this to the template anyway
3451 $classname = $part_pkg->classname;
3453 my @pkg_tax = $cust_bill_pkg->_pkg_tax_list
3454 if $self->conf->exists('invoice_sections_with_taxes');
3456 if ( (!$type || $type eq 'S')
3457 && ( $cust_bill_pkg->setup != 0
3458 || $cust_bill_pkg->setup_show_zero
3459 || ($discount_show_always and $cust_bill_pkg->unitsetup > 0)
3464 warn "$me _items_cust_bill_pkg adding setup\n"
3467 # append the word 'Setup' to the setup line if there's going to be
3468 # a recur line for the same package (i.e. not a one-time charge)
3470 my $description = $desc;
3471 $description .= ' Setup'
3472 if $cust_bill_pkg->recur != 0
3473 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3474 || $cust_bill_pkg->recur_show_zero;
3476 my $disable_date_ranges =
3477 $opt{disable_line_item_date_ranges}
3478 || $part_pkg->option('disable_line_item_date_ranges', 1);
3480 $description .= $cust_bill_pkg->time_period_pretty(
3483 disable_date_ranges => $disable_date_ranges,
3485 if $part_pkg->is_prepaid #for prepaid, "display the validity period
3486 # triggered by the recurring charge freq
3488 && $cust_bill_pkg->recur == 0
3489 && ! $cust_bill_pkg->recur_show_zero;
3494 # always pass the svc_label through to the template, even if
3495 # not displaying it as an ext_description
3496 my @svc_labels = map &{$escape_function}($_),
3497 $cust_pkg->h_labels_short($self->_date,
3500 $self->conf->{locale},
3502 $svc_label = $svc_labels[0];
3504 unless ( $cust_pkg->part_pkg->hide_svc_detail
3505 || $cust_bill_pkg->hidden )
3508 push @d, @svc_labels
3509 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3510 # show the location label if it's not the customer's default
3511 # location, and we're not grouping items by location already
3512 if ( $cust_pkg->locationnum != $default_locationnum
3513 and !defined($locationnum) ) {
3514 my $loc = $cust_pkg->location_label;
3515 $loc = substr($loc, 0, $maxlength). '...'
3516 if $format eq 'latex' && length($loc) > $maxlength;
3517 push @d, &{$escape_function}($loc);
3520 } #unless hiding service details
3522 push @d, $cust_bill_pkg->details(%details_opt)
3523 if $cust_bill_pkg->recur == 0;
3525 if ( $cust_bill_pkg->hidden ) {
3526 $s->{amount} += $cust_bill_pkg->setup;
3527 $s->{unit_amount} += $cust_bill_pkg->unitsetup;
3528 push @{ $s->{ext_description} }, @d;
3531 billpkgnum => $cust_bill_pkg->billpkgnum,
3533 description => $description,
3534 pkgpart => $pkgpart,
3535 pkgnum => $cust_bill_pkg->pkgnum,
3536 amount => $cust_bill_pkg->setup,
3537 setup_show_zero => $cust_bill_pkg->setup_show_zero,
3538 unit_amount => $cust_bill_pkg->unitsetup,
3539 quantity => $cust_bill_pkg->quantity,
3540 ext_description => \@d,
3541 svc_label => ($svc_label || ''),
3542 locationnum => $cust_pkg->locationnum, # sure, why not?
3543 pkg_tax => \@pkg_tax,
3549 # should we show a recur line?
3550 # if type eq 'S', then NO, because we've been told not to.
3551 # otherwise, show the recur line if:
3552 # - there's a recurring charge
3553 # - or recur_show_zero is on
3554 # - or there's a positive unitrecur (so it's been discounted to zero)
3555 # and discount-show-always is on
3556 if ( ( !$type || $type eq 'R' || $type eq 'U' )
3558 $cust_bill_pkg->recur != 0
3560 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3561 || $cust_bill_pkg->recur_show_zero
3566 warn "$me _items_cust_bill_pkg adding recur/usage\n"
3569 my $is_summary = $display->summary;
3570 my $description = $desc;
3571 if ( $type eq 'U' and defined($r) ) {
3572 # don't just show the same description as the recur line
3573 $description = $self->mt('Usage charges');
3576 my $disable_date_ranges =
3577 $opt{disable_line_item_date_ranges}
3578 || $part_pkg->option('disable_line_item_date_ranges', 1);
3580 $description .= $cust_bill_pkg->time_period_pretty(
3583 disable_date_ranges => $disable_date_ranges,
3587 my @seconds = (); # for display of usage info
3590 #at least until cust_bill_pkg has "past" ranges in addition to
3591 #the "future" sdate/edate ones... see #3032
3592 my @dates = ( $self->_date );
3593 my $prev = $cust_bill_pkg->previous_cust_bill_pkg;
3594 push @dates, $prev->sdate if $prev;
3595 push @dates, undef if !$prev;
3597 my @svc_labels = map &{$escape_function}($_),
3598 $cust_pkg->h_labels_short(@dates,
3600 $self->conf->{locale});
3601 $svc_label = $svc_labels[0];
3603 # show service labels, unless...
3604 # the package is set not to display them
3605 unless ( $part_pkg->hide_svc_detail
3606 # or this is a tax-like line item
3607 || $cust_bill_pkg->itemdesc
3608 # or this is a hidden (bundled) line item
3609 || $cust_bill_pkg->hidden
3610 # or this is a usage summary line
3611 || $is_summary && $type && $type eq 'U'
3612 # or this is a usage line and there's a recurring line
3613 # for the package in the same section (which will
3614 # have service labels already)
3615 || ($type eq 'U' and defined($r))
3619 warn "$me _items_cust_bill_pkg adding service details\n"
3622 push @d, @svc_labels
3623 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3624 warn "$me _items_cust_bill_pkg done adding service details\n"
3627 # show the location label if it's not the customer's default
3628 # location, and we're not grouping items by location already
3629 if ( $cust_pkg->locationnum != $default_locationnum
3630 and !defined($locationnum) ) {
3631 my $loc = $cust_pkg->location_label;
3632 $loc = substr($loc, 0, $maxlength). '...'
3633 if $format eq 'latex' && length($loc) > $maxlength;
3634 push @d, &{$escape_function}($loc);
3637 # Display of seconds_since_sqlradacct:
3638 # On the invoice, when processing @detail_items, look for a field
3639 # named 'seconds'. This will contain total seconds for each
3640 # service, in the same order as @ext_description. For services
3641 # that don't support this it will show undef.
3642 if ( $conf->exists('svc_acct-usage_seconds')
3643 and ! $cust_bill_pkg->pkgpart_override ) {
3644 foreach my $cust_svc (
3645 $cust_pkg->h_cust_svc(@dates, 'I')
3648 # eval because not having any part_export_usage exports
3649 # is a fatal error, last_bill/_date because that's how
3650 # sqlradius_hour billing does it
3652 $cust_svc->seconds_since_sqlradacct($dates[1] || 0, $dates[0]);
3654 push @seconds, $sec;
3656 } #if svc_acct-usage_seconds
3658 } # if we are showing service labels
3660 unless ( $is_summary ) {
3661 warn "$me _items_cust_bill_pkg adding details\n"
3664 #instead of omitting details entirely in this case (unwanted side
3665 # effects), just omit CDRs
3666 $details_opt{'no_usage'} = 1
3667 if $type && $type eq 'R';
3669 push @d, $cust_bill_pkg->details(%details_opt);
3672 warn "$me _items_cust_bill_pkg calculating amount\n"
3677 $amount = $cust_bill_pkg->recur;
3678 } elsif ($type eq 'R') {
3679 $amount = $cust_bill_pkg->recur - $cust_bill_pkg->usage;
3680 } elsif ($type eq 'U') {
3681 $amount = $cust_bill_pkg->usage;
3684 if ( !$type || $type eq 'R' ) {
3686 warn "$me _items_cust_bill_pkg adding recur\n"
3690 ( $cust_bill_pkg->unitrecur > 0 ) ? $cust_bill_pkg->unitrecur
3693 if ( $cust_bill_pkg->hidden ) {
3694 $r->{amount} += $amount;
3695 $r->{unit_amount} += $unit_amount;
3696 push @{ $r->{ext_description} }, @d;
3699 billpkgnum => $cust_bill_pkg->billpkgnum,
3700 description => $description,
3701 pkgpart => $pkgpart,
3702 pkgnum => $cust_bill_pkg->pkgnum,
3704 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3705 unit_amount => $unit_amount,
3706 quantity => $cust_bill_pkg->quantity,
3708 ext_description => \@d,
3709 svc_label => ($svc_label || ''),
3710 locationnum => $cust_pkg->locationnum,
3711 pkg_tax => \@pkg_tax,
3713 $r->{'seconds'} = \@seconds if grep {defined $_} @seconds;
3716 } else { # $type eq 'U'
3718 warn "$me _items_cust_bill_pkg adding usage\n"
3721 if ( $cust_bill_pkg->hidden and defined($u) ) {
3722 # if this is a hidden package and there's already a usage
3723 # line for the bundle, add this package's total amount and
3724 # usage details to it
3725 $u->{amount} += $amount;
3726 push @{ $u->{ext_description} }, @d;
3727 } elsif ( $amount ) {
3728 # create a new usage line
3730 billpkgnum => $cust_bill_pkg->billpkgnum,
3731 description => $description,
3732 pkgpart => $pkgpart,
3733 pkgnum => $cust_bill_pkg->pkgnum,
3736 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3738 ext_description => \@d,
3739 locationnum => $cust_pkg->locationnum,
3740 pkg_tax => \@pkg_tax,
3742 } # else this has no usage, so don't create a usage section
3745 } # recurring or usage with recurring charge
3747 } else { # taxes and fees
3749 warn "$me _items_cust_bill_pkg cust_bill_pkg is tax\n"
3752 # items of this kind should normally not have sdate/edate.
3754 'description' => $desc,
3755 'amount' => sprintf('%.2f', $cust_bill_pkg->setup
3756 + $cust_bill_pkg->recur)
3759 } # if package line item / other line item
3761 # decide whether to show active discounts here
3763 # case 1: we are showing a single line for the package
3765 # case 2: we are showing a setup line for a package that has
3766 # no base recurring fee
3767 or ( $type eq 'S' and $cust_bill_pkg->unitrecur == 0 )
3768 # case 3: we are showing a recur line for a package that has
3769 # a base recurring fee
3770 or ( $type eq 'R' and $cust_bill_pkg->unitrecur > 0 )
3773 my $item_discount = $cust_bill_pkg->_item_discount;
3774 if ( $item_discount ) {
3775 # $item_discount->{amount} is negative
3777 if ( $d and $cust_bill_pkg->hidden ) {
3778 $d->{setup_amount} += $item_discount->{setup_amount};
3779 $d->{recur_amount} += $item_discount->{recur_amount};
3781 $d = $item_discount;
3782 $_ = &{$escape_function}($_) foreach @{ $d->{ext_description} };
3785 # update the active line (before the discount) to show the
3786 # original price (whether this is a hidden line or not)
3788 $s->{amount} -= $item_discount->{setup_amount} if $s;
3789 $r->{amount} -= $item_discount->{recur_amount} if $r;
3791 } # if there are any discounts
3792 } # if this is an appropriate place to show discounts
3794 } # foreach $display
3798 # discount amount is internally split up
3800 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
3803 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3805 $_->{amount} = sprintf( "%.2f", $_->{amount} ),
3806 if exists($_->{amount});
3807 $_->{amount} =~ s/^\-0\.00$/0.00/;
3808 if (exists($_->{unit_amount})) {
3809 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3813 #if $_->{amount} != 0
3814 # || $discount_show_always
3815 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3816 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3820 warn "$me _items_cust_bill_pkg done considering cust_bill_pkgs\n"
3827 =item _items_discounts_avail
3829 Returns an array of line item hashrefs representing available term discounts
3830 for this invoice. This makes the same assumptions that apply to term
3831 discounts in general: that the package is billed monthly, at a flat rate,
3832 with no usage charges. A prorated first month will be handled, as will
3833 a setup fee if the discount is allowed to apply to setup fees.
3837 sub _items_discounts_avail {
3840 #maybe move this method from cust_bill when quotations support discount_plans
3841 return () unless $self->can('discount_plans');
3842 my %plans = $self->discount_plans;
3844 my $list_pkgnums = 0; # if any packages are not eligible for all discounts
3845 $list_pkgnums = grep { $_->list_pkgnums } values %plans;
3849 my $plan = $plans{$months};
3851 my $term_total = sprintf('%.2f', $plan->discounted_total);
3852 my $percent = sprintf('%.0f',
3853 100 * (1 - $term_total / $plan->base_total) );
3854 my $permonth = sprintf('%.2f', $term_total / $months);
3855 my $detail = $self->mt('discount on item'). ' '.
3856 join(', ', map { "#$_" } $plan->pkgnums)
3859 # discounts for non-integer months don't work anyway
3860 $months = sprintf("%d", $months);
3863 description => $self->mt('Save [_1]% by paying for [_2] months',
3865 amount => $self->mt('[_1] ([_2] per month)',
3866 $term_total, $money_char.$permonth),
3867 ext_description => ($detail || ''),
3870 sort { $b <=> $a } keys %plans;
3874 =item has_sections AGENTNUM
3876 Return true if invoice_sections should be enabled for this bill.
3877 (Inherited by both cust_bill and cust_bill_void)
3880 * False if not an invoice
3881 * True always if conf invoice_sections is enabled
3882 * True always if sections_by_location is enabled
3883 * True if conf invoice_sections_multilocation > 1,
3884 and location_count >= invoice_sections_multilocation
3890 my ($self, $agentnum) = @_;
3892 return 0 unless $self->invnum > 0;
3894 $agentnum ||= $self->agentnum;
3895 return 1 if $self->conf->config_bool('invoice_sections', $agentnum);
3896 return 1 if $self->conf->exists('sections_by_location', $agentnum);
3898 my $location_min = $self->conf->config(
3899 'invoice_sections_multilocation', $agentnum,
3904 && $self->location_count >= $location_min;
3910 =item location_count
3912 Return the number of locations billed on this invoice
3916 sub location_count {
3918 return 0 unless $self->invnum;
3920 # SELECT COUNT( DISTINCT cust_pkg.locationnum )
3921 # FROM cust_bill_pkg
3922 # LEFT JOIN cust_pkg USING (pkgnum)
3923 # WHERE invnum = 278
3924 # AND cust_bill_pkg.pkgnum > 0
3926 my $result = qsearchs({
3927 select => 'COUNT(DISTINCT cust_pkg.locationnum) as location_count',
3928 table => 'cust_bill_pkg',
3929 addl_from => 'LEFT JOIN cust_pkg USING (pkgnum)',
3930 extra_sql => 'WHERE invnum = '.dbh->quote( $self->invnum )
3931 . ' AND cust_bill_pkg.pkgnum > 0'
3933 ref $result ? $result->location_count : 0;