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 Dprecated. 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;
325 $cust_main->payname( $cust_main->first. ' '. $cust_main->getfield('last') )
326 unless $cust_main->payname
327 && $cust_main->payby !~ /^(CARD|DCRD|CHEK|DCHK)$/;
329 my $locale = $params{'locale'} || $cust_main->locale;
331 my %delimiters = ( 'latex' => [ '[@--', '--@]' ],
332 'html' => [ '<%=', '%>' ],
333 'template' => [ '{', '}' ],
336 warn "$me print_generic creating template\n"
339 # set the notice name here, and nowhere else.
340 my $notice_name = $params{notice_name}
341 || $conf->config('notice_name')
342 || $self->notice_name;
345 my $template = $params{template} ? $params{template} : $self->_agent_template;
346 my $templatefile = $self->template_conf. $format;
347 $templatefile .= "_$template"
348 if length($template) && $conf->exists($templatefile."_$template");
351 my @invoice_template = map "$_\n", $conf->config($templatefile)
352 or die "cannot load config data $templatefile";
354 if ( $format eq 'latex' && grep { /^%%Detail/ } @invoice_template ) {
355 #change this to a die when the old code is removed
356 # it's been almost ten years, changing it to a die on the next release.
357 warn "old-style invoice template $templatefile; ".
358 "patch with conf/invoice_latex.diff or use new conf/invoice_latex*\n";
359 #$old_latex = 'true';
360 #@invoice_template = _translate_old_latex_format(@invoice_template);
363 warn "$me print_generic creating T:T object\n"
366 my $text_template = new Text::Template(
368 SOURCE => \@invoice_template,
369 DELIMITERS => $delimiters{$format},
372 warn "$me print_generic compiling T:T object\n"
375 $text_template->compile()
376 or die "Can't compile $templatefile: $Text::Template::ERROR\n";
379 # additional substitution could possibly cause breakage in existing templates
382 'notes' => sub { map "$_", @_ },
383 'footer' => sub { map "$_", @_ },
384 'smallfooter' => sub { map "$_", @_ },
385 'returnaddress' => sub { map "$_", @_ },
386 'coupon' => sub { map "$_", @_ },
387 'summary' => sub { map "$_", @_ },
393 s/%%(.*)$/<!-- $1 -->/g;
394 s/\\section\*\{\\textsc\{(.)(.*)\}\}/<p><b><font size="+1">$1<\/font>\U$2<\/b>/g;
395 s/\\begin\{enumerate\}/<ol>/g;
397 s/\\end\{enumerate\}/<\/ol>/g;
398 s/\\textbf\{(.*)\}/<b>$1<\/b>/g;
407 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
409 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
415 s/\\hyphenation\{[\w\s\-]+}//;
420 'coupon' => sub { "" },
421 'summary' => sub { "" },
428 s/\\section\*\{\\textsc\{(.*)\}\}/\U$1/g;
429 s/\\begin\{enumerate\}//g;
431 s/\\end\{enumerate\}//g;
432 s/\\textbf\{(.*)\}/$1/g;
439 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
441 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
446 s/\\\\\*?\s*$/\n/; # dubious
447 s/\\hyphenation\{[\w\s\-]+}//;
451 'coupon' => sub { "" },
452 'summary' => sub { "" },
457 # hashes for differing output formats
458 my %nbsps = ( 'latex' => '~',
459 'html' => '', # '&nbps;' would be nice
460 'template' => '', # not used
462 my $nbsp = $nbsps{$format};
464 my %escape_functions = ( 'latex' => \&_latex_escape,
465 'html' => \&_html_escape_nbsp,#\&encode_entities,
466 'template' => sub { shift },
468 my $escape_function = $escape_functions{$format};
469 my $escape_function_nonbsp = ($format eq 'html')
470 ? \&_html_escape : $escape_function;
472 my %newline_tokens = ( 'latex' => '\\\\',
476 my $newline_token = $newline_tokens{$format};
478 warn "$me generating template variables\n"
481 # generate template variables
485 defined( $conf->config_orbase( "invoice_${format}returnaddress",
489 && length( $conf->config_orbase( "invoice_${format}returnaddress",
495 $returnaddress = join("\n",
496 $conf->config_orbase("invoice_${format}returnaddress", $template)
500 $conf->config_orbase('invoice_latexreturnaddress', $template) ) {
502 my $convert_map = $convert_maps{$format}{'returnaddress'};
505 &$convert_map( $conf->config_orbase( "invoice_latexreturnaddress",
510 } elsif ( grep /\S/, $conf->config('company_address', $cust_main->agentnum) ) {
512 my $convert_map = $convert_maps{$format}{'returnaddress'};
513 $returnaddress = join( "\n", &$convert_map(
514 map { s/( {2,})/'~' x length($1)/eg;
518 ( $conf->config('company_name', $cust_main->agentnum),
519 $conf->config('company_address', $cust_main->agentnum),
526 my $warning = "Couldn't find a return address; ".
527 "do you need to set the company_address configuration value?";
529 $returnaddress = $nbsp;
530 #$returnaddress = $warning;
534 warn "$me generating invoice data\n"
537 my $agentnum = $cust_main->agentnum;
542 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
543 'company_address' => join("\n", $conf->config('company_address', $agentnum) ). "\n",
544 'company_phonenum'=> scalar( $conf->config('company_phonenum', $agentnum) ),
545 'returnaddress' => $returnaddress,
546 'agent' => &$escape_function($cust_main->agent->agent),
548 #invoice/quotation info
549 'no_number' => $params{'no_number'},
550 'invnum' => ( $params{'no_number'} ? '' : $self->invnum ),
551 'quotationnum' => $self->quotationnum,
552 'no_date' => $params{'no_date'},
553 '_date' => ( $params{'no_date'} ? '' : $self->_date ),
554 # workaround for inconsistent behavior in the early plain text
555 # templates; see RT#28271
556 'date' => ( $params{'no_date'}
558 : ($format eq 'template'
560 : $self->time2str_local('long', $self->_date, $format)
563 'today' => $self->time2str_local('long', $today, $format),
564 'terms' => $self->terms,
565 'template' => $template, #params{'template'},
566 'notice_name' => $notice_name, # escape?
567 'current_charges' => sprintf("%.2f", $self->charged),
568 'duedate' => $self->due_date2str('rdate'), #date_format?
569 'duedate_long' => $self->due_date2str('long'),
572 'custnum' => $cust_main->display_custnum,
573 'prospectnum' => $cust_main->prospectnum,
574 'agent_custid' => &$escape_function($cust_main->agent_custid),
575 ( map { $_ => &$escape_function($cust_main->$_()) } qw(
576 payname company address1 address2 city state zip fax
580 'ship_enable' => $cust_main->invoice_ship_address || $conf->exists('invoice-ship_address'),
581 'unitprices' => $conf->exists('invoice-unitprice'),
582 'smallernotes' => $conf->exists('invoice-smallernotes'),
583 'smallerfooter' => $conf->exists('invoice-smallerfooter'),
584 'balance_due_below_line' => $conf->exists('balance_due_below_line'),
586 #layout info -- would be fancy to calc some of this and bury the template
588 'topmargin' => scalar($conf->config('invoice_latextopmargin', $agentnum)),
589 'headsep' => scalar($conf->config('invoice_latexheadsep', $agentnum)),
590 'textheight' => scalar($conf->config('invoice_latextextheight', $agentnum)),
591 'extracouponspace' => scalar($conf->config('invoice_latexextracouponspace', $agentnum)),
592 'couponfootsep' => scalar($conf->config('invoice_latexcouponfootsep', $agentnum)),
593 'verticalreturnaddress' => $conf->exists('invoice_latexverticalreturnaddress', $agentnum),
594 'addresssep' => scalar($conf->config('invoice_latexaddresssep', $agentnum)),
595 'amountenclosedsep' => scalar($conf->config('invoice_latexcouponamountenclosedsep', $agentnum)),
596 'coupontoaddresssep' => scalar($conf->config('invoice_latexcoupontoaddresssep', $agentnum)),
597 'addcompanytoaddress' => $conf->exists('invoice_latexcouponaddcompanytoaddress', $agentnum),
599 # better hang on to conf_dir for a while (for old templates)
600 'conf_dir' => "$FS::UID::conf_dir/conf.$FS::UID::datasrc",
602 #these are only used when doing paged plaintext
609 $invoice_data{'emt'} = sub { &$escape_function($self->mt(@_)) };
610 # prototype here to silence warnings
611 $invoice_data{'time2str'} = sub ($;$$) { $self->time2str_local(@_, $format) };
613 my $min_sdate = 999999999999;
615 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
616 next unless $cust_bill_pkg->pkgnum > 0;
617 $min_sdate = $cust_bill_pkg->sdate
618 if length($cust_bill_pkg->sdate) && $cust_bill_pkg->sdate < $min_sdate;
619 $max_edate = $cust_bill_pkg->edate
620 if length($cust_bill_pkg->edate) && $cust_bill_pkg->edate > $max_edate;
623 $invoice_data{'bill_period'} = '';
624 $invoice_data{'bill_period'} =
625 $self->time2str_local('%e %h', $min_sdate, $format)
627 $self->time2str_local('%e %h', $max_edate, $format)
628 if ($max_edate != 0 && $min_sdate != 999999999999);
630 $invoice_data{finance_section} = '';
631 if ( $conf->config('finance_pkgclass') ) {
633 qsearchs('pkg_class', { classnum => $conf->config('finance_pkgclass') });
634 $invoice_data{finance_section} = $pkg_class->categoryname;
636 $invoice_data{finance_amount} = '0.00';
637 $invoice_data{finance_section} ||= 'Finance Charges'; #avoid config confusion
639 my $countrydefault = $conf->config('countrydefault') || 'US';
640 foreach ( qw( address1 address2 city state zip country fax) ){
641 my $method = 'ship_'.$_;
642 $invoice_data{"ship_$_"} = $escape_function->($cust_main->$method);
644 if ( length($cust_main->ship_company) ) {
645 $invoice_data{'ship_company'} = $escape_function->($cust_main->ship_company);
647 $invoice_data{'ship_company'} = $escape_function->($cust_main->company);
649 $invoice_data{'ship_contact'} = $escape_function->($cust_main->contact);
650 $invoice_data{'ship_country'} = ''
651 if ( $invoice_data{'ship_country'} eq $countrydefault );
653 $invoice_data{'cid'} = $params{'cid'}
656 if ( $cust_main->country eq $countrydefault ) {
657 $invoice_data{'country'} = '';
659 $invoice_data{'country'} = &$escape_function($cust_main->bill_country_full);
663 $invoice_data{'address'} = \@address;
666 ( ( $cust_main->payby eq 'BILL' ) && $cust_main->payinfo
667 ? " (P.O. #". $cust_main->payinfo. ")"
671 push @address, $cust_main->company
672 if $cust_main->company;
673 push @address, $cust_main->address1;
674 push @address, $cust_main->address2
675 if $cust_main->address2;
677 $cust_main->city. ", ". $cust_main->state. " ". $cust_main->zip;
678 push @address, $invoice_data{'country'}
679 if $invoice_data{'country'};
681 while (scalar(@address) < 5);
683 $invoice_data{'logo_file'} = $params{'logo_file'}
684 if $params{'logo_file'};
685 $invoice_data{'barcode_file'} = $params{'barcode_file'}
686 if $params{'barcode_file'};
687 $invoice_data{'barcode_img'} = $params{'barcode_img'}
688 if $params{'barcode_img'};
689 $invoice_data{'barcode_cid'} = $params{'barcode_cid'}
690 if $params{'barcode_cid'};
692 my( $pr_total, @pr_cust_bill ) = $self->previous; #previous balance
693 # my( $cr_total, @cr_cust_credit ) = $self->cust_credit; #credits
694 #my $balance_due = $self->owed + $pr_total - $cr_total;
695 my $balance_due = $self->owed;
696 if ( $self->enable_previous ) {
697 $balance_due += $pr_total;
699 # otherwise the previous balance is not shown, so including it in the
700 # balance due is just confusing
702 # the sum of amount owed on all invoices
703 # (this is used in the summary & on the payment coupon)
704 $invoice_data{'balance'} = sprintf("%.2f", $balance_due);
706 # flag telling this invoice to have a first-page summary
707 my $summarypage = '';
709 if ( $self->custnum && $self->invnum ) {
710 # XXX should be an FS::cust_bill method to set the defaults, instead
711 # of checking the type here
713 # info from customer's last invoice before this one, for some
715 $invoice_data{'last_bill'} = {};
717 my $last_bill = $self->previous_bill;
720 # "balance_date_range" unfortunately is unsuitable for this, since it
721 # cares about application dates. We want to know the sum of all
722 # _top-level transactions_ dated before the last invoice.
724 # still do this for the "Previous Balance" line of the summary block
726 map "$_ WHERE _date <= ? AND custnum = ?", (
727 "SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill",
728 "SELECT -1 * COALESCE( SUM(amount), 0 ) FROM cust_credit",
729 "SELECT -1 * COALESCE( SUM(paid), 0 ) FROM cust_pay",
730 "SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund",
733 # the customer's current balance immediately after generating the last
736 my $last_bill_balance = $last_bill->charged;
738 my $delta = FS::Record->scalar_sql(
740 $last_bill->_date - 1,
743 $last_bill_balance += $delta;
746 $last_bill_balance = sprintf("%.2f", $last_bill_balance);
748 warn sprintf("LAST BILL: INVNUM %d, DATE %s, BALANCE %.2f\n\n",
750 $self->time2str_local('%D', $last_bill->_date),
753 # ("true_previous_balance" is a terrible name, but at least it's no
754 # longer stored in the database)
755 $invoice_data{'true_previous_balance'} = $last_bill_balance;
757 # Now, get all applications of credits/payments dated on or after the
758 # previous bill, to invoices before the current bill. (The
759 # credit/payment date restriction prevents these from intersecting
760 # the "Previous Balance" set.)
761 # These are "adjustments". The past due balance will be shown as
762 # Previous Balance - Adjustments.
765 "SELECT COALESCE(SUM(y.amount),0) FROM $_ JOIN cust_bill USING (invnum)
766 WHERE cust_bill._date < ?
768 AND cust_bill.custnum = ?"
769 } "cust_credit AS x JOIN cust_credit_bill y USING (crednum)",
770 "cust_pay AS x JOIN cust_bill_pay y USING (paynum)"
773 my $delta = FS::Record->scalar_sql(
779 $adjustments += $delta;
781 $invoice_data{'balance_adjustments'} = sprintf("%.2f", $adjustments);
783 warn sprintf("BALANCE ADJUSTMENTS: %.2f\n\n",
784 $invoice_data{'balance_adjustments'}
787 # the sum of amount owed on all previous invoices
788 # ($pr_total is used elsewhere but not as $previous_balance)
789 $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
791 $invoice_data{'last_bill'}{'_date'} = $last_bill->_date; #unformatted
792 my (@payments, @credits);
793 # for formats that itemize previous payments
794 foreach my $cust_pay ( qsearch('cust_pay', {
795 'custnum' => $self->custnum,
796 '_date' => { op => '>=',
797 value => $last_bill->_date }
800 next if $cust_pay->_date > $self->_date;
802 '_date' => $cust_pay->_date,
803 'date' => $self->time2str_local('long', $cust_pay->_date, $format),
804 'payinfo' => $cust_pay->payby_payinfo_pretty,
805 'amount' => sprintf('%.2f', $cust_pay->paid),
807 # not concerned about applications
809 foreach my $cust_credit ( qsearch('cust_credit', {
810 'custnum' => $self->custnum,
811 '_date' => { op => '>=',
812 value => $last_bill->_date }
815 next if $cust_credit->_date > $self->_date;
817 '_date' => $cust_credit->_date,
818 'date' => $self->time2str_local('long', $cust_credit->_date, $format),
819 'creditreason'=> $cust_credit->reason,
820 'amount' => sprintf('%.2f', $cust_credit->amount),
823 $invoice_data{'previous_payments'} = \@payments;
824 $invoice_data{'previous_credits'} = \@credits;
826 # there is no $last_bill
827 $invoice_data{'true_previous_balance'} =
828 $invoice_data{'balance_adjustments'} =
829 $invoice_data{'previous_balance'} = '0.00';
830 $invoice_data{'previous_payments'} = [];
831 $invoice_data{'previous_credits'} = [];
834 if ( $conf->exists('invoice_usesummary', $agentnum) ) {
835 $invoice_data{'summarypage'} = $summarypage = 1;
838 } # if this is an invoice
840 warn "$me substituting variables in notes, footer, smallfooter\n"
843 my $tc = $self->template_conf;
844 my @include = ( [ $tc, 'notes' ],
845 [ 'invoice_', 'footer' ],
846 [ 'invoice_', 'smallfooter', ],
847 [ 'invoice_', 'watermark' ],
849 push @include, [ $tc, 'coupon', ]
850 unless $params{'no_coupon'};
852 foreach my $i (@include) {
854 # load the configuration for this sub-template
856 my($base, $include) = @$i;
858 my $inc_file = $conf->key_orbase("$base$format$include", $template);
860 my @inc_src = $conf->config($inc_file, $agentnum);
862 my $converter = $convert_maps{$format}{$include};
864 # then attempt to convert LaTeX to the requested format
865 $inc_file = $conf->key_orbase($base.'latex'.$include, $template);
866 @inc_src = &$converter( $conf->config($inc_file, $agentnum) );
868 # this isn't included in the convert_maps
869 my ($open, $close) = @{ $delimiters{$format} };
874 } # else @inc_src is empty and that's fine
876 # make a Text::Template out of it
878 my $inc_tt = new Text::Template (
880 SOURCE => [ map "$_\n", @inc_src ],
881 DELIMITERS => $delimiters{$format},
882 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
884 unless ( $inc_tt->compile() ) {
885 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
886 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
892 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
894 $invoice_data{$include} =~ s/\n+$//
895 if ($format eq 'latex');
898 # let invoices use either of these as needed
899 $invoice_data{'po_num'} = ($cust_main->payby eq 'BILL')
900 ? $cust_main->payinfo : '';
901 $invoice_data{'po_line'} =
902 ( $cust_main->payby eq 'BILL' && $cust_main->payinfo )
903 ? &$escape_function($self->mt("Purchase Order #").$cust_main->payinfo)
906 my %money_chars = ( 'latex' => '',
907 'html' => $conf->config('money_char') || '$',
910 my $money_char = $money_chars{$format};
913 my %other_money_chars = ( 'latex' => '\dollar ',#XXX should be a config too
914 'html' => $conf->config('money_char') || '$',
917 my $other_money_char = $other_money_chars{$format};
918 $invoice_data{'dollar'} = $other_money_char;
920 my %minus_signs = ( 'latex' => '$-$',
922 'template' => '- ' );
923 my $minus = $minus_signs{$format};
925 my @detail_items = ();
926 my @total_items = ();
930 $invoice_data{'detail_items'} = \@detail_items;
931 $invoice_data{'total_items'} = \@total_items;
932 $invoice_data{'buf'} = \@buf;
933 $invoice_data{'sections'} = \@sections;
935 warn "$me generating sections\n"
938 my $unsquelched = $params{unsquelch_cdr} || $cust_main->squelch_cdr ne 'Y';
939 my $multisection = $self->has_sections;
940 $invoice_data{'multisection'} = $multisection;
941 my $section_with_taxes = 1
942 if $conf->exists('invoice_sections_with_taxes');
944 my $extra_sections = [];
945 my $extra_lines = ();
947 # default section ('Charges')
948 my $default_section = { 'description' => '',
953 # Previous Charges section
954 # subtotal is the first return value from $self->previous
955 my $previous_section;
956 # if the invoice has major sections, or if we're summarizing previous
957 # charges with a single line, or if we've been specifically told to put them
958 # in a section, create a section for previous charges:
959 if ( $multisection or
960 $conf->exists('previous_balance-summary_only') or
961 $conf->exists('previous_balance-section') ) {
963 $previous_section = { 'description' => $self->mt('Previous Charges'),
964 'subtotal' => $other_money_char.
965 sprintf('%.2f', $pr_total),
966 'summarized' => '', #why? $summarypage ? 'Y' : '',
968 $previous_section->{posttotal} = '0 / 30 / 60 / 90 days overdue '.
969 join(' / ', map { $cust_main->balance_date_range(@$_) }
970 $self->_prior_month30s
972 if $conf->exists('invoice_include_aging');
975 # otherwise put them in the main section
976 $previous_section = $default_section;
979 my $adjust_section = {
980 'description' => $self->mt('Credits, Payments, and Adjustments'),
981 'adjust_section' => 1,
982 'subtotal' => 0, # adjusted below
984 my $adjust_weight = _pkg_category($adjust_section->{description})
985 ? _pkg_category($adjust_section->{description})->weight
987 $adjust_section->{'summarized'} = ''; #why? $summarypage && !$adjust_weight ? 'Y' : '';
988 # Note: 'sort_weight' here is actually a flag telling whether there is an
989 # explicit package category for the adjust section. If so, certain behavior
991 $adjust_section->{'sort_weight'} = $adjust_weight;
994 if ( $multisection ) {
995 ($extra_sections, $extra_lines) =
996 $self->_items_extra_usage_sections($escape_function_nonbsp, $format)
997 if $conf->exists('usage_class_as_a_section', $cust_main->agentnum)
998 && $self->can('_items_extra_usage_sections');
1000 push @$extra_sections, $adjust_section if $adjust_section->{sort_weight};
1002 push @detail_items, @$extra_lines if $extra_lines;
1004 # the code is written so that both methods can be used together, but
1005 # we haven't yet changed the template to take advantage of that, so for
1006 # now, treat them as mutually exclusive.
1007 my %section_method = ( by_category => 1 );
1008 if ( $conf->config($tc.'sections_method') eq 'location' ) {
1009 %section_method = ( by_location => 1 );
1011 my ($early, $late) =
1012 $self->_items_sections( 'summary' => $summarypage,
1013 'escape' => $escape_function_nonbsp,
1014 'extra_sections' => $extra_sections,
1015 'format' => $format,
1018 push @sections, @$early;
1019 $late_sections = $late;
1021 if ( $conf->exists('svc_phone_sections')
1022 && $self->can('_items_svc_phone_sections')
1025 my ($phone_sections, $phone_lines) =
1026 $self->_items_svc_phone_sections($escape_function_nonbsp, $format);
1027 push @{$late_sections}, @$phone_sections;
1028 push @detail_items, @$phone_lines;
1030 if ( $conf->exists('voip-cust_accountcode_cdr')
1031 && $cust_main->accountcode_cdr
1032 && $self->can('_items_accountcode_cdr')
1035 my ($accountcode_section, $accountcode_lines) =
1036 $self->_items_accountcode_cdr($escape_function_nonbsp,$format);
1037 if ( scalar(@$accountcode_lines) ) {
1038 push @{$late_sections}, $accountcode_section;
1039 push @detail_items, @$accountcode_lines;
1042 } else {# not multisection
1043 # make a default section
1044 push @sections, $default_section;
1045 # and calculate the finance charge total, since it won't get done otherwise.
1046 # and the default section total
1047 # XXX possibly finance_pkgclass should not be used in this manner?
1048 my @finance_charges;
1050 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
1051 if ( $invoice_data{finance_section} and
1052 grep { $_->section eq $invoice_data{finance_section} }
1053 $cust_bill_pkg->cust_bill_pkg_display ) {
1054 # I think these are always setup fees, but just to be sure...
1055 push @finance_charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1057 push @charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1060 $invoice_data{finance_amount} =
1061 sprintf('%.2f', sum( @finance_charges ) || 0);
1062 $default_section->{subtotal} = $other_money_char.
1063 sprintf('%.2f', sum( @charges ) || 0);
1066 # start setting up summary subtotals
1067 my @summary_subtotals;
1068 my $method = $conf->config('summary_subtotals_method');
1069 if ( ( ref($self) ne 'FS::quotation' ) and $method and $method ne $conf->config($tc.'sections_method') ) {
1070 # then re-section them by the correct method
1071 my %section_method = ( by_category => 1 );
1072 if ( $conf->config('summary_subtotals_method') eq 'location' ) {
1073 %section_method = ( by_location => 1 );
1075 my ($early, $late) =
1076 $self->_items_sections( 'summary' => $summarypage,
1077 'escape' => $escape_function_nonbsp,
1078 'extra_sections' => $extra_sections,
1079 'format' => $format,
1082 foreach ( @$early ) {
1083 next if $_->{subtotal} == 0;
1084 $_->{subtotal} = $other_money_char.sprintf('%.2f', $_->{subtotal});
1085 push @summary_subtotals, $_;
1088 # subtotal sectioning is the same as for the actual invoice sections
1089 @summary_subtotals = @sections;
1092 # Hereafter, push sections to both @sections and @summary_subtotals
1093 # if they belong in both places (e.g. tax section). Late sections are
1094 # never in @summary_subtotals.
1096 # previous invoice balances in the Previous Charges section if there
1097 # is one, otherwise in the main detail section
1098 # (except if summary_only is enabled, don't show them at all)
1099 if ( $self->can('_items_previous') &&
1100 $self->enable_previous &&
1101 ! $conf->exists('previous_balance-summary_only') ) {
1103 warn "$me adding previous balances\n"
1106 foreach my $line_item ( $self->_items_previous ) {
1109 ref => $line_item->{'pkgnum'},
1110 pkgpart => $line_item->{'pkgpart'},
1111 #quantity => 1, # not really correct
1112 section => $previous_section, # which might be $default_section
1113 description => &$escape_function($line_item->{'description'}),
1114 ext_description => [ map { &$escape_function($_) }
1115 @{ $line_item->{'ext_description'} || [] }
1117 amount => $money_char . $line_item->{'amount'},
1118 product_code => $line_item->{'pkgpart'} || 'N/A',
1121 push @detail_items, $detail;
1122 push @buf, [ $detail->{'description'},
1123 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1129 if ( @pr_cust_bill && $self->enable_previous ) {
1130 push @buf, ['','-----------'];
1131 push @buf, [ $self->mt('Total Previous Balance'),
1132 $money_char. sprintf("%10.2f", $pr_total) ];
1136 if ( $conf->exists('svc_phone-did-summary') && $self->can('_did_summary') ) {
1137 warn "$me adding DID summary\n"
1140 my ($didsummary,$minutes) = $self->_did_summary;
1141 my $didsummary_desc = 'DID Activity Summary (since last invoice)';
1143 { 'description' => $didsummary_desc,
1144 'ext_description' => [ $didsummary, $minutes ],
1148 foreach my $section (@sections, @$late_sections) {
1150 # begin some normalization
1151 $section->{'subtotal'} = $section->{'amount'}
1153 && !exists($section->{subtotal})
1154 && exists($section->{amount});
1156 $invoice_data{finance_amount} = sprintf('%.2f', $section->{'subtotal'} )
1157 if ( $invoice_data{finance_section} &&
1158 $section->{'description'} eq $invoice_data{finance_section} );
1160 if ( $multisection ) {
1162 if ( ref($section->{'subtotal'}) ) {
1164 $section->{'subtotal'} =
1165 sprintf("$other_money_char%.2f to $other_money_char%.2f",
1166 $section->{'subtotal'}[0],
1167 $section->{'subtotal'}[1]
1172 $section->{'subtotal'} = $other_money_char.
1173 sprintf('%.2f', $section->{'subtotal'})
1177 # continue some normalization
1178 $section->{'amount'} = $section->{'subtotal'}
1182 if ( $section->{'description'} ) {
1183 push @buf, ( [ &$escape_function($section->{'description'}), '' ],
1188 warn "$me setting options\n"
1192 $options{'section'} = $section if $multisection;
1193 $options{'format'} = $format;
1194 $options{'escape_function'} = $escape_function;
1195 $options{'no_usage'} = 1 unless $unsquelched;
1196 $options{'unsquelched'} = $unsquelched;
1197 $options{'summary_page'} = $summarypage;
1198 $options{'skip_usage'} =
1199 scalar(@$extra_sections) && !grep{$section == $_} @$extra_sections;
1200 $options{'preref_callback'} = $params{'preref_callback'};
1202 warn "$me searching for line items\n"
1205 my %section_tax_lines;
1208 foreach my $line_item ( $self->_items_pkg(%options),
1209 $self->_items_fee(%options) ) {
1211 warn "$me adding line item ".
1212 join(', ', map "$_=>".$line_item->{$_}, keys %$line_item). "\n"
1215 push @buf, ( [ $line_item->{'description'},
1216 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1218 map { [ " ". $_, '' ] } @{$line_item->{'ext_description'}},
1221 $line_item->{'ref'} = $line_item->{'pkgnum'};
1222 $line_item->{'product_code'} = $line_item->{'pkgpart'} || 'N/A'; # mt()?
1223 $line_item->{'section'} = $section;
1224 $line_item->{'description'} = &$escape_function($line_item->{'description'});
1225 $line_item->{'amount'} = $money_char.$line_item->{'amount'};
1227 if ( length($line_item->{'unit_amount'}) ) {
1228 $line_item->{'unit_amount'} = $money_char.$line_item->{'unit_amount'};
1230 $line_item->{'ext_description'} ||= [];
1232 if ( $section_with_taxes && ref $line_item->{pkg_tax} ) {
1233 for my $line_tax ( @{$ line_item->{pkg_tax} } ) {
1235 # It is rarely possible for the same tax record to be presented here
1236 # multiple times. See cust_bill_pkg::_pkg_tax_list for more info
1237 next if $seen_tax_lines{ $line_tax->{billpkgtaxlocationnum} };
1238 $seen_tax_lines{ $line_tax->{billpkgtaxlocationnum} } = 1;
1240 $section_tax_lines{ $line_tax->{taxname} } += $line_tax->{amount};
1244 push @detail_items, $line_item;
1247 # If conf flag invoice_sections_with_taxes:
1248 # - Add @detail_items for taxes into each section
1249 # - Update section subtotal to include taxes
1250 if ( $section_with_taxes && %section_tax_lines ) {
1251 for my $taxname ( keys %section_tax_lines ) {
1253 push @detail_items, {
1254 section => $section,
1255 amount => sprintf($money_char."%.2f",$section_tax_lines{$taxname}),
1256 description => &$escape_function($taxname),
1259 # Append taxes to total. If line format resembles "$5.00 to $12.00"
1260 # append to the second value.
1261 if ($section->{subtotal} =~ /to/) {
1262 my @subtotal = split /\s/, $section->{subtotal};
1263 $subtotal[2] =~ s/[^\d\.]//g;
1264 $subtotal[2] = sprintf(
1266 ( $subtotal[2] + $section_tax_lines{$taxname} )
1268 $section->{subtotal} = join ' ', @subtotal;
1270 $section->{subtotal} =~ s/[^\d\.]//g;
1271 $section->{subtotal} = sprintf(
1272 $money_char . "%.2f",
1273 ( $section->{subtotal} + $section_tax_lines{$taxname} )
1280 if ( $section->{'description'} ) {
1281 push @buf, ( ['','-----------'],
1282 [ $section->{'description'}. ' sub-total',
1283 $section->{'subtotal'} # already formatted this
1292 $invoice_data{current_less_finance} =
1293 sprintf('%.2f', $self->charged - $invoice_data{finance_amount} );
1295 # if there's anything in the Previous Charges section, prepend it to the list
1296 if ( $pr_total and $previous_section ne $default_section ) {
1297 unshift @sections, $previous_section;
1298 # but not @summary_subtotals
1301 warn "$me adding taxes\n"
1304 # create a tax section if we don't yet have one
1305 my $tax_description = 'Taxes, Surcharges, and Fees';
1307 List::Util::first { $_->{description} eq $tax_description } @sections;
1308 if (!$tax_section) {
1309 $tax_section = { 'description' => $tax_description };
1310 push @sections, $tax_section if $multisection;
1312 $tax_section->{tax_section} = 1; # mark this section as containing taxes
1313 # if this is an existing tax section, we're merging the tax items into it.
1314 # grab the taxtotal that's already there, strip the money symbol if any
1315 my $taxtotal = $tax_section->{'subtotal'} || 0;
1316 $taxtotal =~ s/^\Q$other_money_char\E//;
1319 #my $tax_weight = _pkg_category($tax_section->{description})
1320 # ? _pkg_category($tax_section->{description})->weight
1322 #$tax_section->{'summarized'} = ''; #why? $summarypage && !$tax_weight ? 'Y' : '';
1323 #$tax_section->{'sort_weight'} = $tax_weight;
1325 my @items_tax = $self->_items_tax;
1326 foreach my $tax ( @items_tax ) {
1328 $taxtotal += $tax->{'amount'};
1330 my $description = &$escape_function( $tax->{'description'} );
1331 my $amount = sprintf( '%.2f', $tax->{'amount'} );
1333 if ( $multisection ) {
1335 push @detail_items, {
1336 ext_description => [],
1339 description => $description,
1340 amount => $money_char. $amount,
1342 section => $tax_section,
1347 push @total_items, {
1348 'total_item' => $description,
1349 'total_amount' => $other_money_char. $amount,
1354 push @buf,[ $description,
1355 $money_char. $amount,
1362 $total->{'total_item'} = $self->mt('Sub-total');
1363 $total->{'total_amount'} =
1364 $other_money_char. sprintf('%.2f', $self->charged - $taxtotal );
1366 if ( $multisection ) {
1367 if ( $taxtotal > 0 ) {
1368 # there are taxes, so prepare the section to be displayed.
1369 # $taxtotal already includes any line items that were already in the
1370 # section (fees, taxes that are charged as packages for some reason).
1371 # also set 'summarized' to false so that this isn't a summary-only
1373 $tax_section->{'subtotal'} = $other_money_char.
1374 sprintf('%.2f', $taxtotal);
1375 $tax_section->{'pretotal'} = 'New charges sub-total '.
1376 $total->{'total_amount'};
1377 $tax_section->{'description'} = $self->mt($tax_description);
1378 $tax_section->{'summarized'} = '';
1380 if ( $conf->exists('invoice_sections_with_taxes')) {
1382 # remove tax section if taxes are itemized within other sections
1383 @sections = grep{ $_ ne $tax_section } @sections;
1385 } elsif ( !grep $tax_section, @sections ) {
1387 # append it if it's not already there
1388 push @sections, $tax_section;
1389 push @summary_subtotals, $tax_section;
1396 unshift @total_items, $total;
1399 $invoice_data{'taxtotal'} = sprintf('%.2f', $taxtotal);
1405 my %embolden_functions = (
1406 'latex' => sub { return '\textbf{'. shift(). '}' },
1407 'html' => sub { return '<b>'. shift(). '</b>' },
1408 'template' => sub { shift },
1410 my $embolden_function = $embolden_functions{$format};
1412 if ( $multisection ) {
1414 if ( $adjust_section->{'sort_weight'} ) {
1415 $adjust_section->{'posttotal'} = $self->mt('Balance Forward').' '.
1416 $other_money_char. sprintf("%.2f", ($self->billing_balance || 0) );
1418 $adjust_section->{'pretotal'} = $self->mt('New charges total').' '.
1419 $other_money_char. sprintf('%.2f', $self->charged );
1424 if ( $self->can('_items_total') ) { # should always be true now
1426 # even for multisection, need plain text version
1428 my @new_total_items = $self->_items_total;
1430 push @buf,['','-----------'];
1432 foreach ( @new_total_items ) {
1433 my ($item, $amount) = ($_->{'total_item'}, $_->{'total_amount'});
1434 $_->{'total_item'} = &$embolden_function( $item );
1436 if ( ref($amount) ) {
1437 $_->{'total_amount'} = &$embolden_function(
1438 $other_money_char.$amount->[0]. ' to '.
1439 $other_money_char.$amount->[1]
1442 $_->{'total_amount'} = &$embolden_function( $other_money_char.$amount );
1445 # but if it's multisection, don't append to @total_items. the adjust
1446 # section has all this stuff
1447 push @total_items, $_ if !$multisection;
1448 push @buf, [ $item, $money_char.sprintf('%10.2f',$amount) ];
1451 push @buf, [ '', '' ];
1453 # if we're showing previous invoices, also show previous
1454 # credits and payments
1455 if ( $self->enable_previous
1456 and $self->can('_items_credits')
1457 and $self->can('_items_payments') )
1461 my $credittotal = 0;
1462 foreach my $credit (
1463 $self->_items_credits( 'template' => $template, 'trim_len' => 40 )
1467 $total->{'total_item'} = &$escape_function($credit->{'description'});
1468 $credittotal += $credit->{'amount'};
1469 $total->{'total_amount'} = $minus.$other_money_char.$credit->{'amount'};
1470 if ( $multisection ) {
1471 push @detail_items, {
1472 ext_description => [],
1475 description => &$escape_function($credit->{'description'}),
1476 amount => $money_char . $credit->{'amount'},
1478 section => $adjust_section,
1481 push @total_items, $total;
1485 $invoice_data{'credittotal'} = sprintf('%.2f', $credittotal);
1488 foreach my $credit (
1489 $self->_items_credits( 'template' => $template, 'trim_len'=>32 )
1491 push @buf, [ $credit->{'description'}, $money_char.$credit->{'amount'} ];
1495 my $paymenttotal = 0;
1496 foreach my $payment (
1497 $self->_items_payments( 'template' => $template )
1500 $total->{'total_item'} = &$escape_function($payment->{'description'});
1501 $paymenttotal += $payment->{'amount'};
1502 $total->{'total_amount'} = $minus.$other_money_char.$payment->{'amount'};
1503 if ( $multisection ) {
1504 push @detail_items, {
1505 ext_description => [],
1508 description => &$escape_function($payment->{'description'}),
1509 amount => $money_char . $payment->{'amount'},
1511 section => $adjust_section,
1514 push @total_items, $total;
1516 push @buf, [ $payment->{'description'},
1517 $money_char. sprintf("%10.2f", $payment->{'amount'}),
1520 $invoice_data{'paymenttotal'} = sprintf('%.2f', $paymenttotal);
1522 if ( $multisection ) {
1523 $adjust_section->{'subtotal'} = $other_money_char.
1524 sprintf('%.2f', $credittotal + $paymenttotal);
1526 #why this? because {sort_weight} forces the adjust_section to appear
1527 #in @extra_sections instead of @sections. obviously.
1528 push @sections, $adjust_section
1529 unless $adjust_section->{sort_weight};
1530 # do not summarize; adjustments there are shown according to
1534 # create Balance Due message
1537 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1538 $total->{'total_amount'} =
1539 &$embolden_function(
1540 $other_money_char. sprintf('%.2f', #why? $summarypage
1541 # ? $self->charged +
1542 # $self->billing_balance
1544 $self->owed + $pr_total
1547 if ( $multisection && !$adjust_section->{sort_weight} ) {
1548 $adjust_section->{'posttotal'} = $total->{'total_item'}. ' '.
1549 $total->{'total_amount'};
1551 push @total_items, $total;
1553 push @buf,['','-----------'];
1554 push @buf,[$self->balance_due_msg, $money_char.
1555 sprintf("%10.2f", $balance_due ) ];
1558 if ( $conf->exists('previous_balance-show_credit')
1559 and $cust_main->balance < 0 ) {
1560 my $credit_total = {
1561 'total_item' => &$embolden_function($self->credit_balance_msg),
1562 'total_amount' => &$embolden_function(
1563 $other_money_char. sprintf('%.2f', -$cust_main->balance)
1566 if ( $multisection ) {
1567 $adjust_section->{'posttotal'} .= $newline_token .
1568 $credit_total->{'total_item'} . ' ' . $credit_total->{'total_amount'};
1571 push @total_items, $credit_total;
1573 push @buf,['','-----------'];
1574 push @buf,[$self->credit_balance_msg, $money_char.
1575 sprintf("%10.2f", -$cust_main->balance ) ];
1579 } #end of default total adding ! can('_items_total')
1581 if ( $multisection ) {
1582 if ( $conf->exists('svc_phone_sections')
1583 && $self->can('_items_svc_phone_sections')
1587 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1588 $total->{'total_amount'} =
1589 &$embolden_function(
1590 $other_money_char. sprintf('%.2f', $self->owed + $pr_total)
1592 my $last_section = pop @sections;
1593 $last_section->{'posttotal'} = $total->{'total_item'}. ' '.
1594 $total->{'total_amount'};
1595 push @sections, $last_section;
1597 push @sections, @$late_sections
1601 # make a discounts-available section, even without multisection
1602 if ( $conf->exists('discount-show_available')
1603 and my @discounts_avail = $self->_items_discounts_avail ) {
1604 my $discount_section = {
1605 'description' => $self->mt('Discounts Available'),
1610 push @sections, $discount_section; # do not summarize
1611 push @detail_items, map { +{
1612 'ref' => '', #should this be something else?
1613 'section' => $discount_section,
1614 'description' => &$escape_function( $_->{description} ),
1615 'amount' => $money_char . &$escape_function( $_->{amount} ),
1616 'ext_description' => [ &$escape_function($_->{ext_description}) || () ],
1617 } } @discounts_avail;
1620 # not adding any more sections after this
1621 $invoice_data{summary_subtotals} = \@summary_subtotals;
1624 if ( $conf->exists('usage_class_summary')
1625 and $self->can('_items_usage_class_summary') ) {
1626 my @usage_subtotals = $self->_items_usage_class_summary(escape => $escape_function, 'money_char' => $other_money_char);
1627 if ( @usage_subtotals ) {
1628 unshift @sections, $usage_subtotals[0]->{section}; # do not summarize
1629 unshift @detail_items, @usage_subtotals;
1633 # invoice history "section" (not really a section)
1634 # not to be included in any subtotals, completely independent of
1636 if ( $conf->exists('previous_invoice_history') and $cust_main->isa('FS::cust_main') ) {
1639 foreach my $cust_bill ( $cust_main->cust_bill ) {
1640 # XXX hardcoded format, and currently only 'charged'; add other fields
1641 # if they become necessary
1642 my $date = $self->time2str_local('%b %Y', $cust_bill->_date);
1643 $history{$date} ||= 0;
1644 $history{$date} += $cust_bill->charged;
1645 # just so we have a numeric sort key
1646 $monthorder{$date} ||= $cust_bill->_date;
1648 my @sorted_months = sort { $monthorder{$a} <=> $monthorder{$b} }
1650 my @sorted_amounts = map { sprintf('%.2f', $history{$_}) } @sorted_months;
1651 $invoice_data{monthly_history} = [ \@sorted_months, \@sorted_amounts ];
1654 # service locations: another option for template customization
1656 foreach my $item (@detail_items) {
1657 if ( $item->{locationnum} ) {
1658 $location_info{ $item->{locationnum} } ||= {
1659 FS::cust_location->by_key( $item->{locationnum} )->location_hash
1663 $invoice_data{location_info} = \%location_info;
1665 # debugging hook: call this with 'diag' => 1 to just get a hash of
1666 # the invoice variables
1667 return \%invoice_data if ( $params{'diag'} );
1669 # All sections and items are built; now fill in templates.
1670 my @includelist = ();
1671 push @includelist, 'summary' if $summarypage;
1672 foreach my $include ( @includelist ) {
1674 my $inc_file = $conf->key_orbase("invoice_${format}$include", $template);
1677 if ( length( $conf->config($inc_file, $agentnum) ) ) {
1679 @inc_src = $conf->config($inc_file, $agentnum);
1683 $inc_file = $conf->key_orbase("invoice_latex$include", $template);
1685 my $convert_map = $convert_maps{$format}{$include};
1687 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
1688 s/--\@\]/$delimiters{$format}[1]/g;
1691 &$convert_map( $conf->config($inc_file, $agentnum) );
1695 my $inc_tt = new Text::Template (
1697 SOURCE => [ map "$_\n", @inc_src ],
1698 DELIMITERS => $delimiters{$format},
1699 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
1701 unless ( $inc_tt->compile() ) {
1702 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
1703 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
1707 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
1709 $invoice_data{$include} =~ s/\n+$//
1710 if ($format eq 'latex');
1715 foreach ( grep /invoice_lines\(\d*\)/, @invoice_template ) { #kludgy
1716 /invoice_lines\((\d*)\)/;
1717 $invoice_lines += $1 || scalar(@buf);
1720 die "no invoice_lines() functions in template?"
1721 if ( $format eq 'template' && !$wasfunc );
1723 if ( $invoice_lines ) {
1724 $invoice_data{'total_pages'} = int( scalar(@buf) / $invoice_lines );
1725 $invoice_data{'total_pages'}++
1726 if scalar(@buf) % $invoice_lines;
1729 #setup subroutine for the template
1730 $invoice_data{invoice_lines} = sub {
1731 my $lines = shift || scalar(@buf);
1740 if ($format eq 'template') {
1745 push @collect, split("\n",
1746 $text_template->fill_in( HASH => \%invoice_data )
1748 $invoice_data{'page'}++;
1750 map "$_\n", @collect;
1752 } else { # this is where we actually create the invoice
1754 if ( $params{no_addresses} ) {
1755 delete $invoice_data{$_} foreach qw(
1756 payname company address1 address2 city state zip country
1758 $invoice_data{returnaddress} = '~';
1761 warn "filling in template for invoice ". $self->invnum. "\n"
1763 warn join("\n", map " $_ => ". $invoice_data{$_}, keys %invoice_data). "\n"
1766 $text_template->fill_in(HASH => \%invoice_data);
1770 sub notice_name { '('.shift->table.')'; }
1772 sub template_conf { 'invoice_'; }
1774 # helper routine for generating date ranges
1775 sub _prior_month30s {
1778 [ 1, 2592000 ], # 0-30 days ago
1779 [ 2592000, 5184000 ], # 30-60 days ago
1780 [ 5184000, 7776000 ], # 60-90 days ago
1781 [ 7776000, 0 ], # 90+ days ago
1784 map { [ $_->[0] ? $self->_date - $_->[0] - 1 : '',
1785 $_->[1] ? $self->_date - $_->[1] - 1 : '',
1790 =item print_ps HASHREF | [ TIME [ , TEMPLATE ] ]
1792 Returns an postscript invoice, as a scalar.
1794 Options can be passed as a hashref (recommended) or as a list of time, template
1795 and then any key/value pairs for any other options.
1797 I<time> an optional value used to control the printing of overdue messages. The
1798 default is now. It isn't the date of the invoice; that's the `_date' field.
1799 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1800 L<Time::Local> and L<Date::Parse> for conversion functions.
1802 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1809 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1810 my $ps = generate_ps($file);
1812 unlink($barcodefile) if $barcodefile;
1817 =item print_pdf HASHREF | [ TIME [ , TEMPLATE ] ]
1819 Returns an PDF invoice, as a scalar.
1821 Options can be passed as a hashref (recommended) or as a list of time, template
1822 and then any key/value pairs for any other options.
1824 I<time> an optional value used to control the printing of overdue messages. The
1825 default is now. It isn't the date of the invoice; that's the `_date' field.
1826 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1827 L<Time::Local> and L<Date::Parse> for conversion functions.
1829 I<template>, if specified, is the name of a suffix for alternate invoices.
1831 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1838 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1839 my $pdf = generate_pdf($file);
1841 unlink($barcodefile) if $barcodefile;
1846 =item print_html HASHREF | [ TIME [ , TEMPLATE [ , CID ] ] ]
1848 Returns an HTML invoice, as a scalar.
1850 I<time> an optional value used to control the printing of overdue messages. The
1851 default is now. It isn't the date of the invoice; that's the `_date' field.
1852 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1853 L<Time::Local> and L<Date::Parse> for conversion functions.
1855 I<template>, if specified, is the name of a suffix for alternate invoices.
1857 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1859 I<cid> is a MIME Content-ID used to create a "cid:" URL for the logo image, used
1860 when emailing the invoice as part of a multipart/related MIME email.
1868 %params = %{ shift() };
1872 $params{'format'} = 'html';
1874 $self->print_generic( %params );
1877 # quick subroutine for print_latex
1879 # There are ten characters that LaTeX treats as special characters, which
1880 # means that they do not simply typeset themselves:
1881 # # $ % & ~ _ ^ \ { }
1883 # TeX ignores blanks following an escaped character; if you want a blank (as
1884 # in "10% of ..."), you have to "escape" the blank as well ("10\%\ of ...").
1888 $value =~ s/([#\$%&~_\^{}])( )?/"\\$1". ( ( defined($2) && length($2) ) ? "\\$2" : '' )/ge;
1889 $value =~ s/([<>])/\$$1\$/g;
1895 encode_entities($value);
1899 sub _html_escape_nbsp {
1900 my $value = _html_escape(shift);
1901 $value =~ s/ +/ /g;
1905 #utility methods for print_*
1907 sub _translate_old_latex_format {
1908 warn "_translate_old_latex_format called\n"
1915 if ( $line =~ /^%%Detail\s*$/ ) {
1917 push @template, q![@--!,
1918 q! foreach my $_tr_line (@detail_items) {!,
1919 q! if ( scalar ($_tr_item->{'ext_description'} ) ) {!,
1920 q! $_tr_line->{'description'} .= !,
1921 q! "\\tabularnewline\n~~".!,
1922 q! join( "\\tabularnewline\n~~",!,
1923 q! @{$_tr_line->{'ext_description'}}!,
1927 while ( ( my $line_item_line = shift )
1928 !~ /^%%EndDetail\s*$/ ) {
1929 $line_item_line =~ s/'/\\'/g; # nice LTS
1930 $line_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1931 $line_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1932 push @template, " \$OUT .= '$line_item_line';";
1935 push @template, '}',
1938 } elsif ( $line =~ /^%%TotalDetails\s*$/ ) {
1940 push @template, '[@--',
1941 ' foreach my $_tr_line (@total_items) {';
1943 while ( ( my $total_item_line = shift )
1944 !~ /^%%EndTotalDetails\s*$/ ) {
1945 $total_item_line =~ s/'/\\'/g; # nice LTS
1946 $total_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1947 $total_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1948 push @template, " \$OUT .= '$total_item_line';";
1951 push @template, '}',
1955 $line =~ s/\$(\w+)/[\@-- \$$1 --\@]/g;
1956 push @template, $line;
1962 warn "$_\n" foreach @template;
1974 my $conf = $self->conf;
1976 #check for an invoice-specific override
1977 return $self->invoice_terms if $self->invoice_terms;
1979 #check for a customer- specific override
1980 my $cust_main = $self->cust_main;
1981 return $cust_main->invoice_terms if $cust_main && $cust_main->invoice_terms;
1985 $agentnum = $cust_main->agentnum;
1986 } elsif ( my $prospect_main = $self->prospect_main ) {
1987 $agentnum = $prospect_main->agentnum;
1990 #use configured default
1991 $conf->config('invoice_default_terms', $agentnum) || '';
2001 if ( $self->terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2002 $duedate = $self->_date() + ( $1 * 86400 );
2003 } elsif ( $self->terms =~ /^End of Month$/ ) {
2004 my ($mon,$year) = (localtime($self->_date) )[4,5];
2006 until ( $mon < 12 ) { $mon -= 12; $year++; }
2007 my $nextmonth_first = timelocal(0,0,0,1,$mon,$year);
2008 $duedate = $nextmonth_first - 86400;
2019 $self->due_date ? $self->time2str_local(shift, $self->due_date) : '';
2022 =item balance_due_msg
2026 sub balance_due_msg {
2028 my $msg = $self->mt('Balance Due');
2029 return $msg unless $self->terms; # huh?
2030 if ( !$self->conf->exists('invoice_show_prior_due_date')
2031 or $self->conf->exists('invoice_sections') ) {
2032 # if enabled, the due date is shown with Total New Charges (see
2033 # _items_total) and not here
2034 # (yes, or if invoice_sections is enabled; this is just for compatibility)
2035 if ( $self->due_date ) {
2037 $self->conf->config('invoice_pay_by_msg', $self->agentnum)
2038 || 'Please pay by [_1]';
2039 $msg .= ' - ' . $self->mt($please_pay_by, $self->due_date2str('short')).
2041 unless $self->conf->config_bool('invoice_omit_due_date',$self->agentnum);
2042 } elsif ( $self->terms ) {
2043 $msg .= ' - '. $self->mt($self->terms);
2049 =item balance_due_date
2053 sub balance_due_date {
2055 my $conf = $self->conf;
2057 my $terms = $self->terms;
2058 if ( $terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2059 $duedate = $self->time2str_local('rdate', $self->_date + ($1*86400) );
2064 sub credit_balance_msg {
2066 $self->mt('Credit Balance Remaining')
2071 Returns a string with the date, for example: "3/20/2008", localized for the
2072 customer. Use _date_pretty_unlocalized for non-end-customer display use.
2078 $self->time2str_local('short', $self->_date);
2081 =item _date_pretty_unlocalized
2083 Returns a string with the date, for example: "3/20/2008", in the format
2084 configured for the back-office. Use _date_pretty for end-customer display use.
2088 sub _date_pretty_unlocalized {
2090 time2str($date_format, $self->_date);
2095 Emails this template.
2097 Options are passed as a hashref. Available options:
2103 If specified, overrides the default From: address.
2107 If specified, overrides the name of the sent document ("Invoice" or "Quotation")
2111 (Deprecated) If specified, is the name of a suffix for alternate template files.
2115 Options accepted by generate_email can also be used.
2121 my $opt = shift || {};
2122 if ($opt and !ref($opt)) {
2123 die ref($self). '->email called with positional parameters';
2126 return if $self->hide;
2128 my $error = send_email(
2129 $self->generate_email(
2130 'subject' => $self->email_subject($opt->{template}),
2131 %$opt, # template, etc.
2135 die "can't email: $error\n" if $error;
2138 =item generate_email OPTION => VALUE ...
2146 sender address, required
2150 alternate template name, optional
2154 email subject, optional
2158 notice name instead of "Invoice", optional
2162 Returns an argument list to be passed to L<FS::Misc::send_email>.
2169 sub generate_email {
2173 my $conf = $self->conf;
2175 my $me = '[FS::Template_Mixin::generate_email]';
2178 'from' => $args{'from'},
2179 'subject' => ($args{'subject'} || $self->email_subject),
2180 'custnum' => $self->custnum,
2181 'msgtype' => 'invoice',
2184 $args{'unsquelch_cdr'} = $conf->exists('voip-cdr_email');
2186 my $cust_main = $self->cust_main;
2188 if (ref($args{'to'}) eq 'ARRAY') {
2189 $return{'to'} = $args{'to'};
2190 } elsif ( $cust_main ) {
2191 $return{'to'} = [ $cust_main->invoicing_list_emailonly ];
2194 my $tc = $self->template_conf;
2196 my @text; # array of lines
2197 my $html; # a big string
2198 my @related_parts; # will contain the text/HTML alternative, and images
2199 my $related; # will contain the multipart/related object
2201 if ( $conf->exists($tc. 'email_pdf') ) {
2202 if ( my $msgnum = $conf->config($tc.'email_pdf_msgnum') ) {
2204 warn "$me using '${tc}email_pdf_msgnum' in multipart message"
2207 my $msg_template = FS::msg_template->by_key($msgnum)
2208 or die "${tc}email_pdf_msgnum $msgnum not found\n";
2209 my %prepared = $msg_template->prepare(
2210 cust_main => $self->cust_main,
2214 @text = split(/(?=\n)/, $prepared{'text_body'});
2215 $html = $prepared{'html_body'};
2217 } elsif ( my @note = $conf->config($tc.'email_pdf_note') ) {
2219 warn "$me using '${tc}email_pdf_note' in multipart message"
2221 @text = $conf->config($tc.'email_pdf_note');
2222 $html = join('<BR>', @text);
2224 } # else use the plain text invoice
2229 if ( $conf->config($tc.'template') ) {
2231 warn "$me generating plain text invoice"
2234 # 'print_text' argument is no longer used
2235 @text = map Encode::encode_utf8($_), $self->print_text(\%args);
2239 warn "$me no plain text version exists; sending empty message body"
2246 my $text_part = build MIME::Entity (
2247 'Type' => 'text/plain',
2248 'Encoding' => 'quoted-printable',
2249 'Charset' => 'UTF-8',
2250 #'Encoding' => '7bit',
2252 'Disposition' => 'inline',
2257 if ( $conf->exists($tc.'html') ) {
2258 warn "$me generating HTML invoice"
2261 $args{'from'} =~ /\@([\w\.\-]+)/;
2262 my $from = $1 || 'example.com';
2263 my $content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2266 my $agentnum = $cust_main ? $cust_main->agentnum
2267 : $self->prospect_main->agentnum;
2268 if ( defined($args{'template'}) && length($args{'template'})
2269 && $conf->exists( 'logo_'. $args{'template'}. '.png', $agentnum )
2272 $logo = 'logo_'. $args{'template'}. '.png';
2276 my $image_data = $conf->config_binary( $logo, $agentnum);
2278 push @related_parts, build MIME::Entity
2279 'Type' => 'image/png',
2280 'Encoding' => 'base64',
2281 'Data' => $image_data,
2282 'Filename' => 'logo.png',
2283 'Content-ID' => "<$content_id>",
2286 if ( ref($self) eq 'FS::cust_bill' && $conf->exists('invoice-barcode') ) {
2287 my $barcode_content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2288 push @related_parts, build MIME::Entity
2289 'Type' => 'image/png',
2290 'Encoding' => 'base64',
2291 'Data' => $self->invoice_barcode(0),
2292 'Filename' => 'barcode.png',
2293 'Content-ID' => "<$barcode_content_id>",
2295 $args{'barcode_cid'} = $barcode_content_id;
2298 $html = $self->print_html({ 'cid'=>$content_id, %args });
2305 warn "$me creating HTML/text multipart message"
2308 $return{'nobody'} = 1;
2310 my $alternative = build MIME::Entity
2311 'Type' => 'multipart/alternative',
2312 #'Encoding' => '7bit',
2313 'Disposition' => 'inline'
2317 $alternative->add_part($text_part);
2320 $alternative->attach(
2321 'Type' => 'text/html',
2322 'Encoding' => 'quoted-printable',
2323 'Data' => [ '<html>',
2326 ' '. encode_entities($return{'subject'}),
2329 ' <body bgcolor="#e8e8e8">',
2330 Encode::encode_utf8($html),
2334 'Disposition' => 'inline',
2335 #'Filename' => 'invoice.pdf',
2338 unshift @related_parts, $alternative;
2340 $related = build MIME::Entity 'Type' => 'multipart/related',
2341 'Encoding' => '7bit';
2343 #false laziness w/Misc::send_email
2344 $related->head->replace('Content-type',
2345 $related->mime_type.
2346 '; boundary="'. $related->head->multipart_boundary. '"'.
2347 '; type=multipart/alternative'
2350 $related->add_part($_) foreach @related_parts;
2354 my @otherparts = ();
2355 if ( ref($self) eq 'FS::cust_bill' && $cust_main->email_csv_cdr ) {
2357 if ( $conf->config('voip-cdr_email_attach') eq 'zip' ) {
2359 my $data = join('', map "$_\n",
2360 $self->call_details(prepend_billed_number=>1)
2363 my $zip = new Archive::Zip;
2364 my $file = $zip->addString( $data, 'usage-'.$self->invnum.'.csv' );
2365 $file->desiredCompressionMethod( COMPRESSION_DEFLATED );
2368 my $SH = IO::Scalar->new(\$zipdata);
2369 my $status = $zip->writeToFileHandle($SH);
2370 die "Error zipping CDR attachment: $!" unless $status == AZ_OK;
2372 push @otherparts, build MIME::Entity
2373 'Type' => 'application/zip',
2374 'Encoding' => 'base64',
2376 'Disposition' => 'attachment',
2377 'Filename' => 'usage-'. $self->invnum. '.zip',
2380 } else { # } elsif ( $conf->config('voip-cdr_email_attach') eq 'csv' ) {
2382 push @otherparts, build MIME::Entity
2383 'Type' => 'text/csv',
2384 'Encoding' => '7bit',
2385 'Data' => [ map { "$_\n" }
2386 $self->call_details('prepend_billed_number' => 1)
2388 'Disposition' => 'attachment',
2389 'Filename' => 'usage-'. $self->invnum. '.csv',
2396 if ( $conf->exists($tc.'email_pdf') ) {
2401 # multipart/alternative
2407 my $pdf = build MIME::Entity $self->mimebuild_pdf(\%args);
2408 push @otherparts, $pdf;
2412 $return{'content-type'} = 'multipart/mixed'; # of the outer container
2414 $return{'mimeparts'} = [ $related, @otherparts ];
2415 $return{'type'} = 'multipart/related'; # of the first part
2417 $return{'mimeparts'} = [ $text_part, @otherparts ];
2418 $return{'type'} = 'text/plain';
2420 } elsif ( $html ) { # no PDF or CSV, strip the outer container
2421 $return{'mimeparts'} = \@related_parts;
2422 $return{'content-type'} = 'multipart/related';
2423 $return{'type'} = 'multipart/alternative';
2424 } else { # no HTML either
2425 $return{'body'} = \@text;
2426 $return{'content-type'} = 'text/plain';
2435 Returns a list suitable for passing to MIME::Entity->build(), representing
2436 this invoice as PDF attachment.
2443 'Type' => 'application/pdf',
2444 'Encoding' => 'base64',
2445 'Data' => [ $self->print_pdf(@_) ],
2446 'Disposition' => 'attachment',
2447 'Filename' => 'invoice-'. $self->invnum. '.pdf',
2451 =item postal_mail_fsinc
2453 Sends this invoice to the Freeside Internet Services, Inc. print and mail
2459 use IO::Socket::SSL;
2461 use HTTP::Request::Common qw( POST );
2464 sub postal_mail_fsinc {
2465 my ( $self, %opt ) = @_;
2467 my $url = 'https://ws.freeside.biz/print';
2469 my $cust_main = $self->cust_main;
2470 my $agentnum = $cust_main->agentnum;
2471 my $bill_location = $cust_main->bill_location;
2473 die "Extra charges for international mailing; contact support\@freeside.biz to enable\n"
2474 if $bill_location->country ne 'US';
2476 my $conf = new FS::Conf;
2478 my @company_address = $conf->config('company_address', $agentnum);
2479 my ( $company_address1, $company_address2, $company_city, $company_state, $company_zip );
2480 if ( $company_address[2] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2481 $company_address1 = $company_address[0];
2482 $company_address2 = $company_address[1];
2484 $company_state = $2;
2486 } elsif ( $company_address[1] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2487 $company_address1 = $company_address[0];
2488 $company_address2 = '';
2490 $company_state = $2;
2493 die "Unparsable company_address; contact support\@freeside.biz\n";
2495 $company_city =~ s/,$//;
2497 my $file = $self->print_pdf(%opt, 'no_addresses' => 1);
2498 my $pages = CAM::PDF->new($file)->numPages;
2500 my $ua = LWP::UserAgent->new(
2502 verify_hostname => 0,
2503 SSL_verify_mode => IO::Socket::SSL::SSL_VERIFY_NONE,
2504 SSL_version => 'SSLv3',
2507 my $response = $ua->request( POST $url, [
2508 'support-key' => scalar($conf->config('support-key')),
2509 'file' => encode_base64($file),
2513 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
2514 'company_address1' => $company_address1,
2515 'company_address2' => $company_address2,
2516 'company_city' => $company_city,
2517 'company_state' => $company_state,
2518 'company_zip' => $company_zip,
2519 'company_country' => 'US',
2520 'company_phonenum' => scalar($conf->config('company_phonenum', $agentnum)),
2521 'company_email' => scalar($conf->config('invoice_from', $agentnum)),
2524 'name' => ( $cust_main->payname
2525 && $cust_main->payby !~ /^(CARD|DCRD|CHEK|DCHK)$/
2526 ? $cust_main->payname
2527 : $cust_main->contact_firstlast
2529 'company' => $cust_main->company,
2530 'address1' => $bill_location->address1,
2531 'address2' => $bill_location->address2,
2532 'city' => $bill_location->city,
2533 'state' => $bill_location->state,
2534 'zip' => $bill_location->zip,
2535 'country' => $bill_location->country,
2538 die "Print connection error: ". $response->message.
2539 ' ('. $response->as_string. ")\n"
2540 unless $response->is_success;
2543 my $content = eval { decode_json($response->content) };
2544 die "Print JSON error : $@\n" if $@;
2546 die $content->{error}."\n"
2547 if $content->{error};
2549 #TODO: store this so we can query for a status later
2550 warn "Invoice printed, ID ". $content->{id}. "\n";
2555 =item _items_sections OPTIONS
2557 Generate section information for all items appearing on this invoice.
2558 This will only be called for multi-section invoices.
2560 For each line item (L<FS::cust_bill_pkg> record), this will fetch all
2561 related display records (L<FS::cust_bill_pkg_display>) and organize
2562 them into two groups ("early" and "late" according to whether they come
2563 before or after the total), then into sections. A subtotal is calculated
2566 Section descriptions are returned in sort weight order. Each consists
2567 of a hash containing:
2569 description: the package category name, escaped
2570 subtotal: the total charges in that section
2571 tax_section: a flag indicating that the section contains only tax charges
2572 summarized: same as tax_section, for some reason
2573 sort_weight: the package category's sort weight
2575 If 'condense' is set on the display record, it also contains everything
2576 returned from C<_condense_section()>, i.e. C<_condensed_foo_generator>
2577 coderefs to generate parts of the invoice. This is not advised.
2579 The method returns two arrayrefs, one of "early" sections and one of "late"
2582 OPTIONS may include:
2584 by_location: a flag to divide the invoice into sections by location.
2585 Each section hash will have a 'location' element containing a hashref of
2586 the location fields (see L<FS::cust_location>). The section description
2587 will be the location label, but the template can use any of the location
2588 fields to create a suitable label.
2590 by_category: a flag to divide the invoice into sections using display
2591 records (see L<FS::cust_bill_pkg_display>). This is the "traditional"
2592 behavior. Each section hash will have a 'category' element containing
2593 the section name from the display record (which probably equals the
2594 category name of the package, but may not in some cases).
2596 summary: a flag indicating that this is a summary-format invoice.
2597 Turning this on has the following effects:
2598 - Ignores display items with the 'summary' flag.
2599 - Places all sections in the "early" group even if they have post_total.
2600 - Creates sections for all non-disabled package categories, even if they
2601 have no charges on this invoice, as well as a section with no name.
2603 escape: an escape function to use for section titles.
2605 extra_sections: an arrayref of additional sections to return after the
2606 sorted list. If there are any of these, section subtotals exclude
2609 format: 'latex', 'html', or 'template' (i.e. text). Not used, but
2610 passed through to C<_condense_section()>.
2614 use vars qw(%pkg_category_cache);
2615 sub _items_sections {
2619 my $escape = $opt{escape};
2620 my @extra_sections = @{ $opt{extra_sections} || [] };
2622 # $subtotal{$locationnum}{$categoryname} = amount.
2623 # if we're not using by_location, $locationnum is undef.
2624 # if we're not using by_category, you guessed it, $categoryname is undef.
2625 # if we're not using either one, we shouldn't be here in the first place...
2627 my %late_subtotal = ();
2630 # About tax items + multisection invoices:
2631 # If either invoice_*summary option is enabled, AND there is a
2632 # package category with the name of the tax, then there will be
2633 # a display record assigning the tax item to that category.
2635 # However, the taxes are always placed in the "Taxes, Surcharges,
2636 # and Fees" section regardless of that. The only effect of the
2637 # display record is to create a subtotal for the summary page.
2640 my $pkg_hash = $self->cust_pkg_hash;
2642 foreach my $cust_bill_pkg ( $self->cust_bill_pkg )
2645 my $usage = $cust_bill_pkg->usage;
2648 if ( $opt{by_location} ) {
2649 if ( $cust_bill_pkg->pkgnum ) {
2650 $locationnum = $pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum;
2655 $locationnum = undef;
2658 # as in _items_cust_pkg, if a line item has no display records,
2659 # cust_bill_pkg_display() returns a default record for it
2661 foreach my $display ($cust_bill_pkg->cust_bill_pkg_display) {
2662 next if ( $display->summary && $opt{summary} );
2664 my $section = $display->section;
2665 my $type = $display->type;
2666 # Set $section = undef if we're sectioning by location and this
2667 # line item _has_ a location (i.e. isn't a fee).
2668 $section = undef if $locationnum;
2670 # set this flag if the section is not tax-only
2671 $not_tax{$locationnum}{$section} = 1
2672 if $cust_bill_pkg->pkgnum or $cust_bill_pkg->feepart;
2674 # there's actually a very important piece of logic buried in here:
2675 # incrementing $late_subtotal{$section} CREATES
2676 # $late_subtotal{$section}. keys(%late_subtotal) is later used
2677 # to define the list of late sections, and likewise keys(%subtotal).
2678 # When _items_cust_bill_pkg is called to generate line items for
2679 # real, it will be called with 'section' => $section for each
2681 if ( $display->post_total && !$opt{summary} ) {
2682 if (! $type || $type eq 'S') {
2683 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2684 if $cust_bill_pkg->setup != 0
2685 || $cust_bill_pkg->setup_show_zero;
2689 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur
2690 if $cust_bill_pkg->recur != 0
2691 || $cust_bill_pkg->recur_show_zero;
2694 if ($type && $type eq 'R') {
2695 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2696 if $cust_bill_pkg->recur != 0
2697 || $cust_bill_pkg->recur_show_zero;
2700 if ($type && $type eq 'U') {
2701 $late_subtotal{$locationnum}{$section} += $usage
2702 unless scalar(@extra_sections);
2705 } else { # it's a pre-total (normal) section
2707 # skip tax items unless they're explicitly included in a section
2708 next if $cust_bill_pkg->pkgnum == 0 and
2709 ! $cust_bill_pkg->feepart and
2712 if ( $type eq 'S' ) {
2713 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2714 if $cust_bill_pkg->setup != 0
2715 || $cust_bill_pkg->setup_show_zero;
2716 } elsif ( $type eq 'R' ) {
2717 $subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2718 if $cust_bill_pkg->recur != 0
2719 || $cust_bill_pkg->recur_show_zero;
2720 } elsif ( $type eq 'U' ) {
2721 $subtotal{$locationnum}{$section} += $usage
2722 unless scalar(@extra_sections);
2723 } elsif ( !$type ) {
2724 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2725 + $cust_bill_pkg->recur;
2734 %pkg_category_cache = ();
2736 # summary invoices need subtotals for all non-disabled package categories,
2737 # even if they're zero
2738 # but currently assume that there are no location sections, or at least
2739 # that the summary page doesn't care about them
2740 if ( $opt{summary} ) {
2741 foreach my $category (qsearch('pkg_category', {disabled => ''})) {
2742 $subtotal{''}{$category->categoryname} ||= 0;
2744 $subtotal{''}{''} ||= 0;
2748 foreach my $post_total (0,1) {
2750 my $s = $post_total ? \%late_subtotal : \%subtotal;
2751 foreach my $locationnum (keys %$s) {
2752 foreach my $sectionname (keys %{ $s->{$locationnum} }) {
2754 'subtotal' => $s->{$locationnum}{$sectionname},
2757 if ( $locationnum ) {
2758 $section->{'locationnum'} = $locationnum;
2759 my $location = FS::cust_location->by_key($locationnum);
2760 $section->{'description'} = &{ $escape }($location->location_label);
2761 # Better ideas? This will roughly group them by proximity,
2762 # which alpha sorting on any of the address fields won't.
2763 # Sorting by locationnum is meaningless.
2764 # We have to sort on _something_ or the order may change
2765 # randomly from one invoice to the next, which will confuse
2767 $section->{'sort_weight'} = sprintf('%012s',$location->zip) .
2769 $section->{'location'} = {
2770 label_prefix => &{ $escape }($location->label_prefix),
2771 map { $_ => &{ $escape }($location->get($_)) }
2775 $section->{'category'} = $sectionname;
2776 $section->{'description'} = &{ $escape }($sectionname);
2777 if ( _pkg_category($sectionname) ) {
2778 $section->{'sort_weight'} = _pkg_category($sectionname)->weight;
2779 if ( _pkg_category($sectionname)->condense ) {
2780 $section = { %$section, $self->_condense_section($opt{format}) };
2784 if ( !$post_total and !$not_tax{$locationnum}{$sectionname} ) {
2785 # then it's a tax-only section
2786 $section->{'summarized'} = 'Y';
2787 $section->{'tax_section'} = 'Y';
2789 push @these, $section;
2790 } # foreach $sectionname
2791 } #foreach $locationnum
2792 push @these, @extra_sections if $post_total == 0;
2793 # need an alpha sort for location sections, because postal codes can
2795 $sections[ $post_total ] = [ sort {
2796 $opt{'by_location'} ?
2797 ($a->{sort_weight} cmp $b->{sort_weight}) :
2798 ($a->{sort_weight} <=> $b->{sort_weight})
2800 } #foreach $post_total
2802 return @sections; # early, late
2805 #helper subs for above
2809 $self->{cust_pkg} ||= { map { $_->pkgnum => $_ } $self->cust_pkg };
2813 my $categoryname = shift;
2814 $pkg_category_cache{$categoryname} ||=
2815 qsearchs( 'pkg_category', { 'categoryname' => $categoryname } );
2818 my %condensed_format = (
2819 'label' => [ qw( Description Qty Amount ) ],
2821 sub { shift->{description} },
2822 sub { shift->{quantity} },
2823 sub { my($href, %opt) = @_;
2824 ($opt{dollar} || ''). $href->{amount};
2827 'align' => [ qw( l r r ) ],
2828 'span' => [ qw( 5 1 1 ) ], # unitprices?
2829 'width' => [ qw( 10.7cm 1.4cm 1.6cm ) ], # don't like this
2832 sub _condense_section {
2833 my ( $self, $format ) = ( shift, shift );
2835 map { my $method = "_condensed_$_"; $_ => $self->$method($format) }
2836 qw( description_generator
2839 total_line_generator
2844 sub _condensed_generator_defaults {
2845 my ( $self, $format ) = ( shift, shift );
2846 return ( \%condensed_format, ' ', ' ', ' ', sub { shift } );
2855 sub _condensed_header_generator {
2856 my ( $self, $format ) = ( shift, shift );
2858 my ( $f, $prefix, $suffix, $separator, $column ) =
2859 _condensed_generator_defaults($format);
2861 if ($format eq 'latex') {
2862 $prefix = "\\hline\n\\rule{0pt}{2.5ex}\n\\makebox[1.4cm]{}&\n";
2863 $suffix = "\\\\\n\\hline";
2866 sub { my ($d,$a,$s,$w) = @_;
2867 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2869 } elsif ( $format eq 'html' ) {
2870 $prefix = '<th></th>';
2874 sub { my ($d,$a,$s,$w) = @_;
2875 return qq!<th align="$html_align{$a}">$d</th>!;
2883 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2885 &{$column}( map { $f->{$_}->[$i] } qw(label align span width) );
2888 $prefix. join($separator, @result). $suffix;
2893 sub _condensed_description_generator {
2894 my ( $self, $format ) = ( shift, shift );
2896 my ( $f, $prefix, $suffix, $separator, $column ) =
2897 _condensed_generator_defaults($format);
2899 my $money_char = '$';
2900 if ($format eq 'latex') {
2901 $prefix = "\\hline\n\\multicolumn{1}{c}{\\rule{0pt}{2.5ex}~} &\n";
2903 $separator = " & \n";
2905 sub { my ($d,$a,$s,$w) = @_;
2906 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2908 $money_char = '\\dollar';
2909 }elsif ( $format eq 'html' ) {
2910 $prefix = '"><td align="center"></td>';
2914 sub { my ($d,$a,$s,$w) = @_;
2915 return qq!<td align="$html_align{$a}">$d</td>!;
2917 #$money_char = $conf->config('money_char') || '$';
2918 $money_char = ''; # this is madness
2926 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2928 $dollar = $money_char if $i == scalar(@{$f->{label}})-1;
2930 &{$column}( &{$f->{fields}->[$i]}($href, 'dollar' => $dollar),
2931 map { $f->{$_}->[$i] } qw(align span width)
2935 $prefix. join( $separator, @result ). $suffix;
2940 sub _condensed_total_generator {
2941 my ( $self, $format ) = ( shift, shift );
2943 my ( $f, $prefix, $suffix, $separator, $column ) =
2944 _condensed_generator_defaults($format);
2947 if ($format eq 'latex') {
2950 $separator = " & \n";
2952 sub { my ($d,$a,$s,$w) = @_;
2953 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2955 }elsif ( $format eq 'html' ) {
2959 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2961 sub { my ($d,$a,$s,$w) = @_;
2962 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2971 # my $r = &{$f->{fields}->[$i]}(@args);
2972 # $r .= ' Total' unless $i;
2974 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2976 &{$column}( &{$f->{fields}->[$i]}(@args). ($i ? '' : ' Total'),
2977 map { $f->{$_}->[$i] } qw(align span width)
2981 $prefix. join( $separator, @result ). $suffix;
2986 =item total_line_generator FORMAT
2988 Returns a coderef used for generation of invoice total line items for this
2989 usage_class. FORMAT is either html or latex
2993 # should not be used: will have issues with hash element names (description vs
2994 # total_item and amount vs total_amount -- another array of functions?
2996 sub _condensed_total_line_generator {
2997 my ( $self, $format ) = ( shift, shift );
2999 my ( $f, $prefix, $suffix, $separator, $column ) =
3000 _condensed_generator_defaults($format);
3003 if ($format eq 'latex') {
3006 $separator = " & \n";
3008 sub { my ($d,$a,$s,$w) = @_;
3009 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
3011 }elsif ( $format eq 'html' ) {
3015 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
3017 sub { my ($d,$a,$s,$w) = @_;
3018 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
3027 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
3029 &{$column}( &{$f->{fields}->[$i]}(@args),
3030 map { $f->{$_}->[$i] } qw(align span width)
3034 $prefix. join( $separator, @result ). $suffix;
3039 =item _items_pkg [ OPTIONS ]
3041 Return line item hashes for each package item on this invoice. Nearly
3044 $self->_items_cust_bill_pkg([ $self->cust_bill_pkg ])
3046 OPTIONS are passed through to _items_cust_bill_pkg, and should include
3047 'format' and 'escape_function' at minimum.
3049 To produce items for a specific invoice section, OPTIONS should include
3050 'section', a hashref containing 'category' and/or 'locationnum' keys.
3052 'section' may also contain a key named 'condensed'. If this is present
3053 and has a true value, _items_pkg will try to merge identical items into items
3054 with 'quantity' equal to the number of items (not the sum of their separate
3055 quantities, for some reason).
3061 # The order of these is important. Bundled line items will be merged into
3062 # the most recent non-hidden item, so it needs to be the one with:
3064 # - the same start date
3065 # - no pkgpart_override
3067 # So: sort by pkgnum,
3069 # then sort the base line item before any overrides
3070 # then sort hidden before non-hidden add-ons
3071 # then sort by override pkgpart (for consistency)
3072 sort { $a->pkgnum <=> $b->pkgnum or
3073 $a->sdate <=> $b->sdate or
3074 ($a->pkgpart_override ? 0 : -1) or
3075 ($b->pkgpart_override ? 0 : 1) or
3076 $b->hidden cmp $a->hidden or
3077 $a->pkgpart_override <=> $b->pkgpart_override
3079 # and of course exclude taxes and fees
3080 grep { $_->pkgnum > 0 } $self->cust_bill_pkg;
3086 my @cust_bill_pkg = grep { $_->feepart } $self->cust_bill_pkg;
3087 my $escape_function = $options{escape_function};
3090 foreach my $cust_bill_pkg (@cust_bill_pkg) {
3091 # cache this, so we don't look it up again in every section
3092 my $part_fee = $cust_bill_pkg->get('part_fee')
3093 || $cust_bill_pkg->part_fee;
3094 $cust_bill_pkg->set('part_fee', $part_fee);
3096 #die "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n"; # might make more sense
3097 warn "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n";
3100 if ( exists($options{section}) and exists($options{section}{category}) )
3102 my $categoryname = $options{section}{category};
3103 # then filter for items that have that section
3104 if ( $part_fee->categoryname ne $categoryname ) {
3105 warn "skipping fee '".$part_fee->itemdesc."'--not in section $categoryname\n" if $DEBUG;
3108 } # otherwise include them all in the main section
3109 # XXX what to do when sectioning by location?
3112 my %base_invnums; # invnum => invoice date
3113 foreach ($cust_bill_pkg->cust_bill_pkg_fee) {
3114 if ($_->base_invnum) {
3115 # XXX what if base_bill has been voided?
3116 my $base_bill = FS::cust_bill->by_key($_->base_invnum);
3117 my $base_date = $self->time2str_local('short', $base_bill->_date)
3119 $base_invnums{$_->base_invnum} = $base_date || '';
3122 foreach (sort keys(%base_invnums)) {
3123 next if $_ == $self->invnum;
3124 # per convention, we must escape ext_description lines
3126 &{$escape_function}(
3127 $self->mt('from invoice #[_1] on [_2]', $_, $base_invnums{$_})
3130 my $desc = $part_fee->itemdesc_locale($self->cust_main->locale);
3131 # but not escape the base description line
3133 my @pkg_tax = $cust_bill_pkg->_pkg_tax_list
3134 if $self->conf->exists('invoice_sections_with_taxes');
3137 { feepart => $cust_bill_pkg->feepart,
3138 amount => sprintf('%.2f', $cust_bill_pkg->setup + $cust_bill_pkg->recur),
3139 description => $desc,
3140 pkg_tax => \@pkg_tax,
3141 ext_description => \@ext_desc,
3152 warn "$me _items_pkg searching for all package line items\n"
3155 my @cust_bill_pkg = $self->_items_nontax;
3157 warn "$me _items_pkg filtering line items\n"
3159 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3161 if ($options{section} && $options{section}->{condensed}) {
3163 warn "$me _items_pkg condensing section\n"
3167 local $Storable::canonical = 1;
3168 foreach ( @items ) {
3170 delete $item->{ref};
3171 delete $item->{ext_description};
3172 my $key = freeze($item);
3173 $itemshash{$key} ||= 0;
3174 $itemshash{$key} ++; # += $item->{quantity};
3176 @items = sort { $a->{description} cmp $b->{description} }
3177 map { my $i = thaw($_);
3178 $i->{quantity} = $itemshash{$_};
3180 sprintf( "%.2f", $i->{quantity} * $i->{amount} );#unit_amount
3186 warn "$me _items_pkg returning ". scalar(@items). " items\n"
3193 return 0 unless $a->itemdesc cmp $b->itemdesc;
3194 return -1 if $b->itemdesc eq 'Tax';
3195 return 1 if $a->itemdesc eq 'Tax';
3196 return -1 if $b->itemdesc eq 'Other surcharges';
3197 return 1 if $a->itemdesc eq 'Other surcharges';
3198 $a->itemdesc cmp $b->itemdesc;
3203 my @cust_bill_pkg = sort _taxsort grep { ! $_->pkgnum and ! $_->feepart }
3204 $self->cust_bill_pkg;
3205 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3207 if ( $self->conf->exists('always_show_tax') ) {
3208 my $itemdesc = $self->conf->config('always_show_tax') || 'Tax';
3209 if (0 == grep { $_->{description} eq $itemdesc } @items) {
3211 { 'description' => $itemdesc,
3218 =item _items_cust_bill_pkg CUST_BILL_PKGS OPTIONS
3220 Takes an arrayref of L<FS::cust_bill_pkg> objects, and returns a
3221 list of hashrefs describing the line items they generate on the invoice.
3223 OPTIONS may include:
3225 format: the invoice format.
3227 escape_function: the function used to escape strings.
3229 DEPRECATED? (expensive, mostly unused?)
3230 format_function: the function used to format CDRs.
3232 section: a hashref containing 'category' and/or 'locationnum'; if this
3233 is present, only returns line items that belong to that category and/or
3234 location (whichever is defined).
3236 multisection: a flag indicating that this is a multisection invoice,
3237 which does something complicated.
3239 preref_callback: coderef run for each line item, code should return HTML to be
3240 displayed before that line item (quotations only)
3242 section_with_taxes: Look up and include applied taxes for each record
3244 Returns a list of hashrefs, each of which may contain:
3246 pkgnum, description, amount, unit_amount, quantity, pkgpart, _is_setup, and
3247 ext_description, which is an arrayref of detail lines to show below
3252 sub _items_cust_bill_pkg {
3254 my $conf = $self->conf;
3255 my $cust_bill_pkgs = shift;
3258 my $format = $opt{format} || '';
3259 my $escape_function = $opt{escape_function} || sub { shift };
3260 my $format_function = $opt{format_function} || '';
3261 my $no_usage = $opt{no_usage} || '';
3262 my $unsquelched = $opt{unsquelched} || ''; #unused
3263 my ($section, $locationnum, $category);
3264 if ( $opt{section} ) {
3265 $category = $opt{section}->{category};
3266 $locationnum = $opt{section}->{locationnum};
3268 my $summary_page = $opt{summary_page} || ''; #unused
3269 my $multisection = defined($category) || defined($locationnum);
3270 # this variable is the value of the config setting, not whether it applies
3271 # to this particular line item.
3272 my $discount_show_always = $conf->exists('discount-show-always');
3274 my $maxlength = $conf->config('cust_bill-latex_lineitem_maxlength') || 40;
3276 my $cust_main = $self->cust_main;#for per-agent cust_bill-line_item-ate_style
3278 # for location labels: use default location on the invoice date
3279 my $default_locationnum;
3280 if ( $conf->exists('invoice-all_pkg_addresses') ) {
3281 $default_locationnum = 0; # treat them all as non-default
3282 } elsif ( $self->custnum ) {
3284 my @h_search = FS::h_cust_main->sql_h_search($self->_date);
3285 $h_cust_main = qsearchs({
3286 'table' => 'h_cust_main',
3287 'hashref' => { custnum => $self->custnum },
3288 'extra_sql' => $h_search[1],
3289 'addl_from' => $h_search[3],
3291 $default_locationnum = $h_cust_main->ship_locationnum;
3292 } elsif ( $self->prospectnum ) {
3293 my $cust_location = qsearchs('cust_location',
3294 { prospectnum => $self->prospectnum,
3296 $default_locationnum = $cust_location->locationnum if $cust_location;
3299 my @b = (); # accumulator for the line item hashes that we'll return
3300 my ($s, $r, $u, $d) = ( undef, undef, undef, undef );
3301 # the 'current' line item hashes for setup, recur, usage, discount
3302 foreach my $cust_bill_pkg ( @$cust_bill_pkgs )
3304 # if the current line item is waiting to go out, and the one we're about
3305 # to start is not bundled, then push out the current one and start a new
3307 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3308 if ( $_ && !$cust_bill_pkg->hidden ) {
3309 $_->{amount} = sprintf( "%.2f", $_->{amount} );
3310 $_->{amount} =~ s/^\-0\.00$/0.00/;
3311 if (exists($_->{unit_amount})) {
3312 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3315 # we already decided to create this display line; don't reconsider it
3317 # if $_->{amount} != 0
3318 # || $discount_show_always
3319 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3320 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3326 if ( $locationnum ) {
3327 # this is a location section; skip packages that aren't at this
3329 next if $cust_bill_pkg->pkgnum == 0; # skips fees...
3330 next if $self->cust_pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum
3334 # Consider display records for this item to determine if it belongs
3335 # in this section. Note that if there are no display records, there
3336 # will be a default pseudo-record that includes all charge types
3337 # and has no section name.
3338 my @cust_bill_pkg_display = $cust_bill_pkg->can('cust_bill_pkg_display')
3339 ? $cust_bill_pkg->cust_bill_pkg_display
3340 : ( $cust_bill_pkg );
3342 warn "$me _items_cust_bill_pkg considering cust_bill_pkg ".
3343 $cust_bill_pkg->billpkgnum. ", pkgnum ". $cust_bill_pkg->pkgnum. "\n"
3346 if ( defined($category) ) {
3347 # then this is a package category section; process all display records
3348 # that belong to this section.
3349 @cust_bill_pkg_display = grep { $_->section eq $category }
3350 @cust_bill_pkg_display;
3352 # otherwise, process all display records that aren't usage summaries
3353 # (I don't think there should be usage summaries if you aren't using
3354 # category sections, but this is the historical behavior)
3355 @cust_bill_pkg_display = grep { !$_->summary }
3356 @cust_bill_pkg_display;
3359 my $classname = ''; # package class name, will fill in later
3361 foreach my $display (@cust_bill_pkg_display) {
3363 warn "$me _items_cust_bill_pkg considering cust_bill_pkg_display ".
3364 $display->billpkgdisplaynum. "\n"
3367 my $type = $display->type;
3369 my $desc = $cust_bill_pkg->desc( $cust_main ? $cust_main->locale : '' );
3370 $desc = substr($desc, 0, $maxlength). '...'
3371 if $format eq 'latex' && length($desc) > $maxlength;
3373 my %details_opt = ( 'format' => $format,
3374 'escape_function' => $escape_function,
3375 'format_function' => $format_function,
3376 'no_usage' => $opt{'no_usage'},
3379 my @pkg_tax = $cust_bill_pkg->_pkg_tax_list
3380 if $self->conf->exists('invoice_sections_with_taxes');
3382 if ( ref($cust_bill_pkg) eq 'FS::quotation_pkg' ) {
3383 # XXX this should be pulled out into quotation_pkg
3385 warn "$me _items_cust_bill_pkg cust_bill_pkg is quotation_pkg\n"
3387 # quotation_pkgs are never fees, so don't worry about the case where
3388 # part_pkg is undefined
3390 my @details = $cust_bill_pkg->details;
3392 # and I guess they're never bundled either?
3393 if (( $cust_bill_pkg->setup != 0 ) || ( $cust_bill_pkg->setup_show_zero )) {
3394 my $description = $desc;
3395 $description .= ' Setup'
3396 if $cust_bill_pkg->recur != 0
3397 || $discount_show_always
3398 || $cust_bill_pkg->recur_show_zero;
3400 # keep it consistent, please
3402 'pkgnum' => $cust_bill_pkg->pkgpart, #so it displays in Ref
3403 'description' => $description,
3404 'amount' => sprintf("%.2f", $cust_bill_pkg->setup),
3405 'unit_amount' => sprintf("%.2f", $cust_bill_pkg->unitsetup),
3406 'quantity' => $cust_bill_pkg->quantity,
3407 'pkg_tax' => \@pkg_tax,
3408 'ext_description' => \@details,
3409 'preref_html' => ( $opt{preref_callback}
3410 ? &{ $opt{preref_callback} }( $cust_bill_pkg )
3415 if (( $cust_bill_pkg->recur != 0 ) || ( $cust_bill_pkg->recur_show_zero )) {
3418 'pkgnum' => $cust_bill_pkg->pkgpart, #so it displays in Ref
3419 'description' => "$desc (". $cust_bill_pkg->part_pkg->freq_pretty.")",
3420 'amount' => sprintf("%.2f", $cust_bill_pkg->recur),
3421 'unit_amount' => sprintf("%.2f", $cust_bill_pkg->unitrecur),
3422 'quantity' => $cust_bill_pkg->quantity,
3423 'pkg_tax' => \@pkg_tax,
3424 'ext_description' => \@details,
3425 'preref_html' => ( $opt{preref_callback}
3426 ? &{ $opt{preref_callback} }( $cust_bill_pkg )
3432 } elsif ( $cust_bill_pkg->pkgnum > 0 ) {
3433 # a "normal" package line item (not a quotation, not a fee, not a tax)
3435 warn "$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 = $part_pkg->classname;
3453 if ( (!$type || $type eq 'S')
3454 && ( $cust_bill_pkg->setup != 0
3455 || $cust_bill_pkg->setup_show_zero
3456 || ($discount_show_always and $cust_bill_pkg->unitsetup > 0)
3461 warn "$me _items_cust_bill_pkg adding setup\n"
3464 # append the word 'Setup' to the setup line if there's going to be
3465 # a recur line for the same package (i.e. not a one-time charge)
3467 my $description = $desc;
3468 $description .= ' Setup'
3469 if $cust_bill_pkg->recur != 0
3470 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3471 || $cust_bill_pkg->recur_show_zero;
3473 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3475 if $part_pkg->is_prepaid #for prepaid, "display the validity period
3476 # triggered by the recurring charge freq
3478 && $cust_bill_pkg->recur == 0
3479 && ! $cust_bill_pkg->recur_show_zero;
3484 # always pass the svc_label through to the template, even if
3485 # not displaying it as an ext_description
3486 my @svc_labels = map &{$escape_function}($_),
3487 $cust_pkg->h_labels_short($self->_date,
3490 $self->conf->{locale},
3492 $svc_label = $svc_labels[0];
3494 unless ( $cust_pkg->part_pkg->hide_svc_detail
3495 || $cust_bill_pkg->hidden )
3498 push @d, @svc_labels
3499 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3500 # show the location label if it's not the customer's default
3501 # location, and we're not grouping items by location already
3502 if ( $cust_pkg->locationnum != $default_locationnum
3503 and !defined($locationnum) ) {
3504 my $loc = $cust_pkg->location_label;
3505 $loc = substr($loc, 0, $maxlength). '...'
3506 if $format eq 'latex' && length($loc) > $maxlength;
3507 push @d, &{$escape_function}($loc);
3510 } #unless hiding service details
3512 push @d, $cust_bill_pkg->details(%details_opt)
3513 if $cust_bill_pkg->recur == 0;
3515 if ( $cust_bill_pkg->hidden ) {
3516 $s->{amount} += $cust_bill_pkg->setup;
3517 $s->{unit_amount} += $cust_bill_pkg->unitsetup;
3518 push @{ $s->{ext_description} }, @d;
3522 description => $description,
3523 pkgpart => $pkgpart,
3524 pkgnum => $cust_bill_pkg->pkgnum,
3525 amount => $cust_bill_pkg->setup,
3526 setup_show_zero => $cust_bill_pkg->setup_show_zero,
3527 unit_amount => $cust_bill_pkg->unitsetup,
3528 quantity => $cust_bill_pkg->quantity,
3529 pkg_tax => \@pkg_tax,
3530 ext_description => \@d,
3531 svc_label => ($svc_label || ''),
3532 locationnum => $cust_pkg->locationnum, # sure, why not?
3538 # should we show a recur line?
3539 # if type eq 'S', then NO, because we've been told not to.
3540 # otherwise, show the recur line if:
3541 # - there's a recurring charge
3542 # - or recur_show_zero is on
3543 # - or there's a positive unitrecur (so it's been discounted to zero)
3544 # and discount-show-always is on
3545 if ( ( !$type || $type eq 'R' || $type eq 'U' )
3547 $cust_bill_pkg->recur != 0
3549 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3550 || $cust_bill_pkg->recur_show_zero
3555 warn "$me _items_cust_bill_pkg adding recur/usage\n"
3558 my $is_summary = $display->summary;
3559 my $description = $desc;
3560 if ( $type eq 'U' and defined($r) ) {
3561 # don't just show the same description as the recur line
3562 $description = $self->mt('Usage charges');
3565 my $part_pkg = $cust_pkg->part_pkg;
3567 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3571 my @seconds = (); # for display of usage info
3574 #at least until cust_bill_pkg has "past" ranges in addition to
3575 #the "future" sdate/edate ones... see #3032
3576 my @dates = ( $self->_date );
3577 my $prev = $cust_bill_pkg->previous_cust_bill_pkg;
3578 push @dates, $prev->sdate if $prev;
3579 push @dates, undef if !$prev;
3581 my @svc_labels = map &{$escape_function}($_),
3582 $cust_pkg->h_labels_short(@dates,
3584 $self->conf->{locale});
3585 $svc_label = $svc_labels[0];
3587 # show service labels, unless...
3588 # the package is set not to display them
3589 unless ( $part_pkg->hide_svc_detail
3590 # or this is a tax-like line item
3591 || $cust_bill_pkg->itemdesc
3592 # or this is a hidden (bundled) line item
3593 || $cust_bill_pkg->hidden
3594 # or this is a usage summary line
3595 || $is_summary && $type && $type eq 'U'
3596 # or this is a usage line and there's a recurring line
3597 # for the package in the same section (which will
3598 # have service labels already)
3599 || ($type eq 'U' and defined($r))
3603 warn "$me _items_cust_bill_pkg adding service details\n"
3606 push @d, @svc_labels
3607 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3608 warn "$me _items_cust_bill_pkg done adding service details\n"
3611 # show the location label if it's not the customer's default
3612 # location, and we're not grouping items by location already
3613 if ( $cust_pkg->locationnum != $default_locationnum
3614 and !defined($locationnum) ) {
3615 my $loc = $cust_pkg->location_label;
3616 $loc = substr($loc, 0, $maxlength). '...'
3617 if $format eq 'latex' && length($loc) > $maxlength;
3618 push @d, &{$escape_function}($loc);
3621 # Display of seconds_since_sqlradacct:
3622 # On the invoice, when processing @detail_items, look for a field
3623 # named 'seconds'. This will contain total seconds for each
3624 # service, in the same order as @ext_description. For services
3625 # that don't support this it will show undef.
3626 if ( $conf->exists('svc_acct-usage_seconds')
3627 and ! $cust_bill_pkg->pkgpart_override ) {
3628 foreach my $cust_svc (
3629 $cust_pkg->h_cust_svc(@dates, 'I')
3632 # eval because not having any part_export_usage exports
3633 # is a fatal error, last_bill/_date because that's how
3634 # sqlradius_hour billing does it
3636 $cust_svc->seconds_since_sqlradacct($dates[1] || 0, $dates[0]);
3638 push @seconds, $sec;
3640 } #if svc_acct-usage_seconds
3642 } # if we are showing service labels
3644 unless ( $is_summary ) {
3645 warn "$me _items_cust_bill_pkg adding details\n"
3648 #instead of omitting details entirely in this case (unwanted side
3649 # effects), just omit CDRs
3650 $details_opt{'no_usage'} = 1
3651 if $type && $type eq 'R';
3653 push @d, $cust_bill_pkg->details(%details_opt);
3656 warn "$me _items_cust_bill_pkg calculating amount\n"
3661 $amount = $cust_bill_pkg->recur;
3662 } elsif ($type eq 'R') {
3663 $amount = $cust_bill_pkg->recur - $cust_bill_pkg->usage;
3664 } elsif ($type eq 'U') {
3665 $amount = $cust_bill_pkg->usage;
3668 if ( !$type || $type eq 'R' ) {
3670 warn "$me _items_cust_bill_pkg adding recur\n"
3674 ( $cust_bill_pkg->unitrecur > 0 ) ? $cust_bill_pkg->unitrecur
3677 if ( $cust_bill_pkg->hidden ) {
3678 $r->{amount} += $amount;
3679 $r->{unit_amount} += $unit_amount;
3680 push @{ $r->{ext_description} }, @d;
3683 description => $description,
3684 pkgpart => $pkgpart,
3685 pkgnum => $cust_bill_pkg->pkgnum,
3687 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3688 unit_amount => $unit_amount,
3689 quantity => $cust_bill_pkg->quantity,
3690 pkg_tax => \@pkg_tax,
3692 ext_description => \@d,
3693 svc_label => ($svc_label || ''),
3694 locationnum => $cust_pkg->locationnum,
3696 $r->{'seconds'} = \@seconds if grep {defined $_} @seconds;
3699 } else { # $type eq 'U'
3701 warn "$me _items_cust_bill_pkg adding usage\n"
3704 if ( $cust_bill_pkg->hidden and defined($u) ) {
3705 # if this is a hidden package and there's already a usage
3706 # line for the bundle, add this package's total amount and
3707 # usage details to it
3708 $u->{amount} += $amount;
3709 push @{ $u->{ext_description} }, @d;
3710 } elsif ( $amount ) {
3711 # create a new usage line
3713 description => $description,
3714 pkgpart => $pkgpart,
3715 pkgnum => $cust_bill_pkg->pkgnum,
3718 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3719 pkg_tax => \@pkg_tax,
3721 ext_description => \@d,
3722 locationnum => $cust_pkg->locationnum,
3724 } # else this has no usage, so don't create a usage section
3727 } # recurring or usage with recurring charge
3729 } else { # taxes and fees
3731 warn "$me _items_cust_bill_pkg cust_bill_pkg is tax\n"
3734 # items of this kind should normally not have sdate/edate.
3736 'description' => $desc,
3737 'amount' => sprintf('%.2f', $cust_bill_pkg->setup
3738 + $cust_bill_pkg->recur)
3741 } # if quotation / package line item / other line item
3743 # decide whether to show active discounts here
3745 # case 1: we are showing a single line for the package
3747 # case 2: we are showing a setup line for a package that has
3748 # no base recurring fee
3749 or ( $type eq 'S' and $cust_bill_pkg->unitrecur == 0 )
3750 # case 3: we are showing a recur line for a package that has
3751 # a base recurring fee
3752 or ( $type eq 'R' and $cust_bill_pkg->unitrecur > 0 )
3755 my $item_discount = $cust_bill_pkg->_item_discount;
3756 if ( $item_discount ) {
3757 # $item_discount->{amount} is negative
3759 if ( $d and $cust_bill_pkg->hidden ) {
3760 $d->{amount} += $item_discount->{amount};
3762 $d = $item_discount;
3763 $_ = &{$escape_function}($_) foreach @{ $d->{ext_description} };
3766 # update the active line (before the discount) to show the
3767 # original price (whether this is a hidden line or not)
3769 # quotation discounts keep track of setup and recur; invoice
3770 # discounts currently don't
3771 if ( exists $item_discount->{setup_amount} ) {
3773 $s->{amount} -= $item_discount->{setup_amount} if $s;
3774 $r->{amount} -= $item_discount->{recur_amount} if $r;
3778 # $active_line is the line item hashref for the line that will
3779 # show the original price
3780 # (use the recur or single line for the package, unless we're
3781 # showing a setup line for a package with no recurring fee)
3782 my $active_line = $r;
3783 if ( $type eq 'S' ) {
3786 $active_line->{amount} -= $item_discount->{amount};
3790 } # if there are any discounts
3791 } # if this is an appropriate place to show discounts
3793 } # foreach $display
3797 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3799 $_->{amount} = sprintf( "%.2f", $_->{amount} ),
3800 if exists($_->{amount});
3801 $_->{amount} =~ s/^\-0\.00$/0.00/;
3802 if (exists($_->{unit_amount})) {
3803 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3807 #if $_->{amount} != 0
3808 # || $discount_show_always
3809 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3810 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3814 warn "$me _items_cust_bill_pkg done considering cust_bill_pkgs\n"
3821 =item _items_discounts_avail
3823 Returns an array of line item hashrefs representing available term discounts
3824 for this invoice. This makes the same assumptions that apply to term
3825 discounts in general: that the package is billed monthly, at a flat rate,
3826 with no usage charges. A prorated first month will be handled, as will
3827 a setup fee if the discount is allowed to apply to setup fees.
3831 sub _items_discounts_avail {
3834 #maybe move this method from cust_bill when quotations support discount_plans
3835 return () unless $self->can('discount_plans');
3836 my %plans = $self->discount_plans;
3838 my $list_pkgnums = 0; # if any packages are not eligible for all discounts
3839 $list_pkgnums = grep { $_->list_pkgnums } values %plans;
3843 my $plan = $plans{$months};
3845 my $term_total = sprintf('%.2f', $plan->discounted_total);
3846 my $percent = sprintf('%.0f',
3847 100 * (1 - $term_total / $plan->base_total) );
3848 my $permonth = sprintf('%.2f', $term_total / $months);
3849 my $detail = $self->mt('discount on item'). ' '.
3850 join(', ', map { "#$_" } $plan->pkgnums)
3853 # discounts for non-integer months don't work anyway
3854 $months = sprintf("%d", $months);
3857 description => $self->mt('Save [_1]% by paying for [_2] months',
3859 amount => $self->mt('[_1] ([_2] per month)',
3860 $term_total, $money_char.$permonth),
3861 ext_description => ($detail || ''),
3864 sort { $b <=> $a } keys %plans;
3868 =item has_sections AGENTNUM
3870 Return true if invoice_sections should be enabled for this bill.
3871 (Inherited by both cust_bill and cust_bill_void)
3874 * False if not an invoice
3875 * True always if conf invoice_sections is enabled
3876 * True always if sections_by_location is enabled
3877 * True if conf invoice_sections_multilocation > 1,
3878 and location_count >= invoice_sections_multilocation
3884 my ($self, $agentnum) = @_;
3886 return 0 unless $self->invnum > 0;
3888 $agentnum ||= $self->cust_main->agentnum;
3889 return 1 if $self->conf->exists('invoice_sections', $agentnum);
3890 return 1 if $self->conf->exists('sections_by_location', $agentnum);
3892 my $location_min = $self->conf->config(
3893 'invoice_sections_multilocation', $agentnum,
3898 && $self->location_count >= $location_min;
3904 =item location_count
3906 Return the number of locations billed on this invoice
3910 sub location_count {
3912 return 0 unless $self->invnum;
3914 # SELECT COUNT( DISTINCT cust_pkg.locationnum )
3915 # FROM cust_bill_pkg
3916 # LEFT JOIN cust_pkg USING (pkgnum)
3917 # WHERE invnum = 278
3918 # AND cust_bill_pkg.pkgnum > 0
3920 my $result = qsearchs({
3921 select => 'COUNT(DISTINCT cust_pkg.locationnum) as location_count',
3922 table => 'cust_bill_pkg',
3923 addl_from => 'LEFT JOIN cust_pkg USING (pkgnum)',
3924 extra_sql => 'WHERE invnum = '.dbh->quote( $self->invnum )
3925 . ' AND cust_bill_pkg.pkgnum > 0'
3927 ref $result ? $result->location_count : 0;