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 Text::Template 1.20;
15 use Archive::Zip qw( :ERROR_CODES :CONSTANTS );
20 use FS::Misc qw( send_email );
21 use FS::Record qw( qsearch qsearchs );
23 use FS::Misc qw( generate_ps generate_pdf );
30 $me = '[FS::Template_Mixin]';
31 FS::UID->install_callback( sub {
32 my $conf = new FS::Conf; #global
33 $money_char = $conf->config('money_char') || '$';
34 $date_format = $conf->config('date_format') || '%x'; #/YY
39 Returns a configuration handle (L<FS::Conf>) set to the customer's locale.
41 If the "mode" pseudo-field is set on the object, the configuration handle
42 will be an L<FS::invoice_conf> for that invoice mode (and the customer's
49 my $mode = $self->get('mode');
50 if ($self->{_conf} and !defined($mode)) {
51 return $self->{_conf};
54 my $cust_main = $self->cust_main;
55 my $locale = $cust_main ? $cust_main->locale : '';
58 if ( ref $mode and $mode->isa('FS::invoice_mode') ) {
59 $mode = $mode->modenum;
60 } elsif ( $mode =~ /\D/ ) {
61 die "invalid invoice mode $mode";
63 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => $locale });
65 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => '' });
66 # it doesn't have a locale, but system conf still might
67 $conf->set('locale' => $locale) if $conf;
70 # if $mode is unspecified, or if there is no invoice_conf matching this mode
71 # and locale, then use the system config only (but with the locale)
72 $conf ||= FS::Conf->new({ 'locale' => $locale });
74 return $self->{_conf} = $conf;
77 =item print_text OPTIONS
79 Returns an text invoice, as a list of lines.
81 Options can be passed as a hash.
83 I<time>, if specified, is used to control the printing of overdue messages. The
84 default is now. It isn't the date of the invoice; that's the `_date' field.
85 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
86 L<Time::Local> and L<Date::Parse> for conversion functions.
88 I<template>, if specified, is the name of a suffix for alternate invoices.
90 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
98 %params = %{ shift() };
103 $params{'format'} = 'template'; # for some reason
105 $self->print_generic( %params );
108 =item print_latex HASHREF
110 Internal method - returns a filename of a filled-in LaTeX template for this
111 invoice (Note: add ".tex" to get the actual filename), and a filename of
112 an associated logo (with the .eps extension included).
114 See print_ps and print_pdf for methods that return PostScript and PDF output.
116 Options can be passed as a hash.
118 I<time>, if specified, is used to control the printing of overdue messages. The
119 default is now. It isn't the date of the invoice; that's the `_date' field.
120 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
121 L<Time::Local> and L<Date::Parse> for conversion functions.
123 I<template>, if specified, is the name of a suffix for alternate invoices.
124 This is strongly deprecated; see L<FS::invoice_conf> for the right way to
125 customize invoice templates for different purposes.
127 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
136 %params = %{ shift() };
141 $params{'format'} = 'latex';
142 my $conf = $self->conf;
144 # this needs to go away
145 my $template = $params{'template'};
146 # and this especially
147 $template ||= $self->_agent_template
148 if $self->can('_agent_template');
150 my $pkey = $self->primary_key;
151 my $tmp_template = $self->table. '.'. $self->$pkey. '.XXXXXXXX';
153 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
154 my $lh = new File::Temp(
155 TEMPLATE => $tmp_template,
159 ) or die "can't open temp file: $!\n";
161 my $agentnum = $self->agentnum;
163 if ( $template && $conf->exists("logo_${template}.eps", $agentnum) ) {
164 print $lh $conf->config_binary("logo_${template}.eps", $agentnum)
165 or die "can't write temp file: $!\n";
167 print $lh $conf->config_binary('logo.eps', $agentnum)
168 or die "can't write temp file: $!\n";
171 $params{'logo_file'} = $lh->filename;
173 if( $conf->exists('invoice-barcode')
174 && $self->can('invoice_barcode')
175 && $self->invnum ) { # don't try to barcode statements
176 my $png_file = $self->invoice_barcode($dir);
177 my $eps_file = $png_file;
178 $eps_file =~ s/\.png$/.eps/g;
179 $png_file =~ /(barcode.*png)/;
181 $eps_file =~ /(barcode.*eps)/;
184 my $curr_dir = cwd();
186 # after painfuly long experimentation, it was determined that sam2p won't
187 # accept : and other chars in the path, no matter how hard I tried to
188 # escape them, hence the chdir (and chdir back, just to be safe)
189 system('sam2p', '-j:quiet', $png_file, 'EPS:', $eps_file ) == 0
190 or die "sam2p failed: $!\n";
194 $params{'barcode_file'} = $eps_file;
197 my @filled_in = $self->print_generic( %params );
199 my $fh = new File::Temp( TEMPLATE => $tmp_template,
203 ) or die "can't open temp file: $!\n";
204 binmode($fh, ':utf8'); # language support
205 print $fh join('', @filled_in );
208 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
209 return ($1, $params{'logo_file'}, $params{'barcode_file'});
215 my $cust_main = $self->cust_main;
216 $cust_main ? $cust_main->agentnum : $self->prospect_main->agentnum;
219 =item print_generic OPTION => VALUE ...
221 Internal method - returns a filled-in template for this invoice as a scalar.
223 See print_ps and print_pdf for methods that return PostScript and PDF output.
231 The B<format> option is required and should be set to html, latex (print and PDF) or template (plaintext).
241 Overrides "Invoice" as the name of the sent document.
245 Used to control the printing of overdue messages. The
246 default is now. It isn't the date of the invoice; that's the `_date' field.
247 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
248 L<Time::Local> and L<Date::Parse> for conversion functions.
252 Logo file (path to temporary EPS file on the local filesystem)
256 CID for inline (emailed) images (logo)
260 Override customer's locale
264 Overrides any per customer cdr squelching when true
268 Supress the (invoice, quotation, statement, etc.) number
276 Supress the payment coupon
280 Barcode file (path to temporary EPS file on the local filesystem)
284 Flag indicating the barcode image should be a link (normal HTML dipaly)
288 Barcode CID for inline (emailed) images
290 =item preref_callback
292 Coderef run for each line item, code should return HTML to be displayed
293 before that line item (quotations only)
297 Dprecated. Used as a suffix for a configuration template. Please
298 don't use this, it deprecated in favor of more flexible alternatives.
304 #what's with all the sprintf('%10.2f')'s in here? will it cause any
305 # (alignment in text invoice?) problems to change them all to '%.2f' ?
306 # yes: fixed width/plain text printing will be borked
308 my( $self, %params ) = @_;
309 my $conf = $self->conf;
311 my $today = $params{today} ? $params{today} : time;
312 warn "$me print_generic called on $self with suffix $params{template}\n"
315 my $format = $params{format};
316 die "Unknown format: $format"
317 unless $format =~ /^(latex|html|template)$/;
319 my $cust_main = $self->cust_main || $self->prospect_main;
320 $cust_main->payname( $cust_main->first. ' '. $cust_main->getfield('last') )
321 unless $cust_main->payname
322 && $cust_main->payby !~ /^(CARD|DCRD|CHEK|DCHK)$/;
324 my $locale = $params{'locale'} || $cust_main->locale;
326 my %delimiters = ( 'latex' => [ '[@--', '--@]' ],
327 'html' => [ '<%=', '%>' ],
328 'template' => [ '{', '}' ],
331 warn "$me print_generic creating template\n"
334 # set the notice name here, and nowhere else.
335 my $notice_name = $params{notice_name}
336 || $conf->config('notice_name')
337 || $self->notice_name;
340 my $template = $params{template} ? $params{template} : $self->_agent_template;
341 my $templatefile = $self->template_conf. $format;
342 $templatefile .= "_$template"
343 if length($template) && $conf->exists($templatefile."_$template");
346 my @invoice_template = map "$_\n", $conf->config($templatefile)
347 or die "cannot load config data $templatefile";
349 if ( $format eq 'latex' && grep { /^%%Detail/ } @invoice_template ) {
350 #change this to a die when the old code is removed
351 # it's been almost ten years, changing it to a die on the next release.
352 warn "old-style invoice template $templatefile; ".
353 "patch with conf/invoice_latex.diff or use new conf/invoice_latex*\n";
354 #$old_latex = 'true';
355 #@invoice_template = _translate_old_latex_format(@invoice_template);
358 warn "$me print_generic creating T:T object\n"
361 my $text_template = new Text::Template(
363 SOURCE => \@invoice_template,
364 DELIMITERS => $delimiters{$format},
367 warn "$me print_generic compiling T:T object\n"
370 $text_template->compile()
371 or die "Can't compile $templatefile: $Text::Template::ERROR\n";
374 # additional substitution could possibly cause breakage in existing templates
377 'notes' => sub { map "$_", @_ },
378 'footer' => sub { map "$_", @_ },
379 'smallfooter' => sub { map "$_", @_ },
380 'returnaddress' => sub { map "$_", @_ },
381 'coupon' => sub { map "$_", @_ },
382 'summary' => sub { map "$_", @_ },
388 s/%%(.*)$/<!-- $1 -->/g;
389 s/\\section\*\{\\textsc\{(.)(.*)\}\}/<p><b><font size="+1">$1<\/font>\U$2<\/b>/g;
390 s/\\begin\{enumerate\}/<ol>/g;
392 s/\\end\{enumerate\}/<\/ol>/g;
393 s/\\textbf\{(.*)\}/<b>$1<\/b>/g;
402 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
404 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
410 s/\\hyphenation\{[\w\s\-]+}//;
415 'coupon' => sub { "" },
416 'summary' => sub { "" },
423 s/\\section\*\{\\textsc\{(.*)\}\}/\U$1/g;
424 s/\\begin\{enumerate\}//g;
426 s/\\end\{enumerate\}//g;
427 s/\\textbf\{(.*)\}/$1/g;
434 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
436 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
441 s/\\\\\*?\s*$/\n/; # dubious
442 s/\\hyphenation\{[\w\s\-]+}//;
446 'coupon' => sub { "" },
447 'summary' => sub { "" },
452 # hashes for differing output formats
453 my %nbsps = ( 'latex' => '~',
454 'html' => '', # '&nbps;' would be nice
455 'template' => '', # not used
457 my $nbsp = $nbsps{$format};
459 my %escape_functions = ( 'latex' => \&_latex_escape,
460 'html' => \&_html_escape_nbsp,#\&encode_entities,
461 'template' => sub { shift },
463 my $escape_function = $escape_functions{$format};
464 my $escape_function_nonbsp = ($format eq 'html')
465 ? \&_html_escape : $escape_function;
467 my %newline_tokens = ( 'latex' => '\\\\',
471 my $newline_token = $newline_tokens{$format};
473 warn "$me generating template variables\n"
476 # generate template variables
480 defined( $conf->config_orbase( "invoice_${format}returnaddress",
484 && length( $conf->config_orbase( "invoice_${format}returnaddress",
490 $returnaddress = join("\n",
491 $conf->config_orbase("invoice_${format}returnaddress", $template)
495 $conf->config_orbase('invoice_latexreturnaddress', $template) ) {
497 my $convert_map = $convert_maps{$format}{'returnaddress'};
500 &$convert_map( $conf->config_orbase( "invoice_latexreturnaddress",
505 } elsif ( grep /\S/, $conf->config('company_address', $cust_main->agentnum) ) {
507 my $convert_map = $convert_maps{$format}{'returnaddress'};
508 $returnaddress = join( "\n", &$convert_map(
509 map { s/( {2,})/'~' x length($1)/eg;
513 ( $conf->config('company_name', $cust_main->agentnum),
514 $conf->config('company_address', $cust_main->agentnum),
521 my $warning = "Couldn't find a return address; ".
522 "do you need to set the company_address configuration value?";
524 $returnaddress = $nbsp;
525 #$returnaddress = $warning;
529 warn "$me generating invoice data\n"
532 my $agentnum = $cust_main->agentnum;
537 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
538 'company_address' => join("\n", $conf->config('company_address', $agentnum) ). "\n",
539 'company_phonenum'=> scalar( $conf->config('company_phonenum', $agentnum) ),
540 'returnaddress' => $returnaddress,
541 'agent' => &$escape_function($cust_main->agent->agent),
543 #invoice/quotation info
544 'no_number' => $params{'no_number'},
545 'invnum' => ( $params{'no_number'} ? '' : $self->invnum ),
546 'quotationnum' => $self->quotationnum,
547 'no_date' => $params{'no_date'},
548 '_date' => ( $params{'no_date'} ? '' : $self->_date ),
549 # workaround for inconsistent behavior in the early plain text
550 # templates; see RT#28271
551 'date' => ( $params{'no_date'}
553 : ($format eq 'template'
555 : $self->time2str_local('long', $self->_date, $format)
558 'today' => $self->time2str_local('long', $today, $format),
559 'terms' => $self->terms,
560 'template' => $template, #params{'template'},
561 'notice_name' => $notice_name, # escape?
562 'current_charges' => sprintf("%.2f", $self->charged),
563 'duedate' => $self->due_date2str('rdate'), #date_format?
566 'custnum' => $cust_main->display_custnum,
567 'prospectnum' => $cust_main->prospectnum,
568 'agent_custid' => &$escape_function($cust_main->agent_custid),
569 ( map { $_ => &$escape_function($cust_main->$_()) } qw(
570 payname company address1 address2 city state zip fax
574 'ship_enable' => $cust_main->invoice_ship_address || $conf->exists('invoice-ship_address'),
575 'unitprices' => $conf->exists('invoice-unitprice'),
576 'smallernotes' => $conf->exists('invoice-smallernotes'),
577 'smallerfooter' => $conf->exists('invoice-smallerfooter'),
578 'balance_due_below_line' => $conf->exists('balance_due_below_line'),
580 #layout info -- would be fancy to calc some of this and bury the template
582 'topmargin' => scalar($conf->config('invoice_latextopmargin', $agentnum)),
583 'headsep' => scalar($conf->config('invoice_latexheadsep', $agentnum)),
584 'textheight' => scalar($conf->config('invoice_latextextheight', $agentnum)),
585 'extracouponspace' => scalar($conf->config('invoice_latexextracouponspace', $agentnum)),
586 'couponfootsep' => scalar($conf->config('invoice_latexcouponfootsep', $agentnum)),
587 'verticalreturnaddress' => $conf->exists('invoice_latexverticalreturnaddress', $agentnum),
588 'addresssep' => scalar($conf->config('invoice_latexaddresssep', $agentnum)),
589 'amountenclosedsep' => scalar($conf->config('invoice_latexcouponamountenclosedsep', $agentnum)),
590 'coupontoaddresssep' => scalar($conf->config('invoice_latexcoupontoaddresssep', $agentnum)),
591 'addcompanytoaddress' => $conf->exists('invoice_latexcouponaddcompanytoaddress', $agentnum),
593 # better hang on to conf_dir for a while (for old templates)
594 'conf_dir' => "$FS::UID::conf_dir/conf.$FS::UID::datasrc",
596 #these are only used when doing paged plaintext
603 $invoice_data{'emt'} = sub { &$escape_function($self->mt(@_)) };
604 # prototype here to silence warnings
605 $invoice_data{'time2str'} = sub ($;$$) { $self->time2str_local(@_, $format) };
607 my $min_sdate = 999999999999;
609 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
610 next unless $cust_bill_pkg->pkgnum > 0;
611 $min_sdate = $cust_bill_pkg->sdate
612 if length($cust_bill_pkg->sdate) && $cust_bill_pkg->sdate < $min_sdate;
613 $max_edate = $cust_bill_pkg->edate
614 if length($cust_bill_pkg->edate) && $cust_bill_pkg->edate > $max_edate;
617 $invoice_data{'bill_period'} = '';
618 $invoice_data{'bill_period'} =
619 $self->time2str_local('%e %h', $min_sdate, $format)
621 $self->time2str_local('%e %h', $max_edate, $format)
622 if ($max_edate != 0 && $min_sdate != 999999999999);
624 $invoice_data{finance_section} = '';
625 if ( $conf->config('finance_pkgclass') ) {
627 qsearchs('pkg_class', { classnum => $conf->config('finance_pkgclass') });
628 $invoice_data{finance_section} = $pkg_class->categoryname;
630 $invoice_data{finance_amount} = '0.00';
631 $invoice_data{finance_section} ||= 'Finance Charges'; #avoid config confusion
633 my $countrydefault = $conf->config('countrydefault') || 'US';
634 foreach ( qw( address1 address2 city state zip country fax) ){
635 my $method = 'ship_'.$_;
636 $invoice_data{"ship_$_"} = $escape_function->($cust_main->$method);
638 if ( length($cust_main->ship_company) ) {
639 $invoice_data{'ship_company'} = $escape_function->($cust_main->ship_company);
641 $invoice_data{'ship_company'} = $escape_function->($cust_main->company);
643 $invoice_data{'ship_contact'} = $escape_function->($cust_main->contact);
644 $invoice_data{'ship_country'} = ''
645 if ( $invoice_data{'ship_country'} eq $countrydefault );
647 $invoice_data{'cid'} = $params{'cid'}
650 if ( $cust_main->country eq $countrydefault ) {
651 $invoice_data{'country'} = '';
653 $invoice_data{'country'} = &$escape_function($cust_main->bill_country_full);
657 $invoice_data{'address'} = \@address;
660 ( ( $cust_main->payby eq 'BILL' ) && $cust_main->payinfo
661 ? " (P.O. #". $cust_main->payinfo. ")"
665 push @address, $cust_main->company
666 if $cust_main->company;
667 push @address, $cust_main->address1;
668 push @address, $cust_main->address2
669 if $cust_main->address2;
671 $cust_main->city. ", ". $cust_main->state. " ". $cust_main->zip;
672 push @address, $invoice_data{'country'}
673 if $invoice_data{'country'};
675 while (scalar(@address) < 5);
677 $invoice_data{'logo_file'} = $params{'logo_file'}
678 if $params{'logo_file'};
679 $invoice_data{'barcode_file'} = $params{'barcode_file'}
680 if $params{'barcode_file'};
681 $invoice_data{'barcode_img'} = $params{'barcode_img'}
682 if $params{'barcode_img'};
683 $invoice_data{'barcode_cid'} = $params{'barcode_cid'}
684 if $params{'barcode_cid'};
686 my( $pr_total, @pr_cust_bill ) = $self->previous; #previous balance
687 # my( $cr_total, @cr_cust_credit ) = $self->cust_credit; #credits
688 #my $balance_due = $self->owed + $pr_total - $cr_total;
689 my $balance_due = $self->owed;
690 if ( $self->enable_previous ) {
691 $balance_due += $pr_total;
693 # otherwise the previous balance is not shown, so including it in the
694 # balance due is just confusing
696 # the sum of amount owed on all invoices
697 # (this is used in the summary & on the payment coupon)
698 $invoice_data{'balance'} = sprintf("%.2f", $balance_due);
700 # flag telling this invoice to have a first-page summary
701 my $summarypage = '';
703 if ( $self->custnum && $self->invnum ) {
704 # XXX should be an FS::cust_bill method to set the defaults, instead
705 # of checking the type here
707 # info from customer's last invoice before this one, for some
709 $invoice_data{'last_bill'} = {};
711 my $last_bill = $self->previous_bill;
714 # "balance_date_range" unfortunately is unsuitable for this, since it
715 # cares about application dates. We want to know the sum of all
716 # _top-level transactions_ dated before the last invoice.
718 # still do this for the "Previous Balance" line of the summary block
720 map "$_ WHERE _date <= ? AND custnum = ?", (
721 "SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill",
722 "SELECT -1 * COALESCE( SUM(amount), 0 ) FROM cust_credit",
723 "SELECT -1 * COALESCE( SUM(paid), 0 ) FROM cust_pay",
724 "SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund",
727 # the customer's current balance immediately after generating the last
730 my $last_bill_balance = $last_bill->charged;
732 my $delta = FS::Record->scalar_sql(
734 $last_bill->_date - 1,
737 $last_bill_balance += $delta;
740 $last_bill_balance = sprintf("%.2f", $last_bill_balance);
742 warn sprintf("LAST BILL: INVNUM %d, DATE %s, BALANCE %.2f\n\n",
744 $self->time2str_local('%D', $last_bill->_date),
747 # ("true_previous_balance" is a terrible name, but at least it's no
748 # longer stored in the database)
749 $invoice_data{'true_previous_balance'} = $last_bill_balance;
751 # Now, get all applications of credits/payments dated on or after the
752 # previous bill, to invoices before the current bill. (The
753 # credit/payment date restriction prevents these from intersecting
754 # the "Previous Balance" set.)
755 # These are "adjustments". The past due balance will be shown as
756 # Previous Balance - Adjustments.
759 "SELECT COALESCE(SUM(y.amount),0) FROM $_ JOIN cust_bill USING (invnum)
760 WHERE cust_bill._date < ?
762 AND cust_bill.custnum = ?"
763 } "cust_credit AS x JOIN cust_credit_bill y USING (crednum)",
764 "cust_pay AS x JOIN cust_bill_pay y USING (paynum)"
767 my $delta = FS::Record->scalar_sql(
773 $adjustments += $delta;
775 $invoice_data{'balance_adjustments'} = sprintf("%.2f", $adjustments);
777 warn sprintf("BALANCE ADJUSTMENTS: %.2f\n\n",
778 $invoice_data{'balance_adjustments'}
781 # the sum of amount owed on all previous invoices
782 # ($pr_total is used elsewhere but not as $previous_balance)
783 $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
785 $invoice_data{'last_bill'}{'_date'} = $last_bill->_date; #unformatted
786 my (@payments, @credits);
787 # for formats that itemize previous payments
788 foreach my $cust_pay ( qsearch('cust_pay', {
789 'custnum' => $self->custnum,
790 '_date' => { op => '>=',
791 value => $last_bill->_date }
794 next if $cust_pay->_date > $self->_date;
796 '_date' => $cust_pay->_date,
797 'date' => $self->time2str_local('long', $cust_pay->_date, $format),
798 'payinfo' => $cust_pay->payby_payinfo_pretty,
799 'amount' => sprintf('%.2f', $cust_pay->paid),
801 # not concerned about applications
803 foreach my $cust_credit ( qsearch('cust_credit', {
804 'custnum' => $self->custnum,
805 '_date' => { op => '>=',
806 value => $last_bill->_date }
809 next if $cust_credit->_date > $self->_date;
811 '_date' => $cust_credit->_date,
812 'date' => $self->time2str_local('long', $cust_credit->_date, $format),
813 'creditreason'=> $cust_credit->reason,
814 'amount' => sprintf('%.2f', $cust_credit->amount),
817 $invoice_data{'previous_payments'} = \@payments;
818 $invoice_data{'previous_credits'} = \@credits;
820 # there is no $last_bill
821 $invoice_data{'true_previous_balance'} =
822 $invoice_data{'balance_adjustments'} =
823 $invoice_data{'previous_balance'} = '0.00';
824 $invoice_data{'previous_payments'} = [];
825 $invoice_data{'previous_credits'} = [];
828 if ( $conf->exists('invoice_usesummary', $agentnum) ) {
829 $invoice_data{'summarypage'} = $summarypage = 1;
832 } # if this is an invoice
834 warn "$me substituting variables in notes, footer, smallfooter\n"
837 my $tc = $self->template_conf;
838 my @include = ( [ $tc, 'notes' ],
839 [ 'invoice_', 'footer' ],
840 [ 'invoice_', 'smallfooter', ],
841 [ 'invoice_', 'watermark' ],
843 push @include, [ $tc, 'coupon', ]
844 unless $params{'no_coupon'};
846 foreach my $i (@include) {
848 # load the configuration for this sub-template
850 my($base, $include) = @$i;
852 my $inc_file = $conf->key_orbase("$base$format$include", $template);
854 my @inc_src = $conf->config($inc_file, $agentnum);
856 my $converter = $convert_maps{$format}{$include};
858 # then attempt to convert LaTeX to the requested format
859 $inc_file = $conf->key_orbase($base.'latex'.$include, $template);
860 @inc_src = &$converter( $conf->config($inc_file, $agentnum) );
862 # this isn't included in the convert_maps
863 my ($open, $close) = @{ $delimiters{$format} };
868 } # else @inc_src is empty and that's fine
870 # make a Text::Template out of it
872 my $inc_tt = new Text::Template (
874 SOURCE => [ map "$_\n", @inc_src ],
875 DELIMITERS => $delimiters{$format},
876 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
878 unless ( $inc_tt->compile() ) {
879 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
880 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
886 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
888 $invoice_data{$include} =~ s/\n+$//
889 if ($format eq 'latex');
892 # let invoices use either of these as needed
893 $invoice_data{'po_num'} = ($cust_main->payby eq 'BILL')
894 ? $cust_main->payinfo : '';
895 $invoice_data{'po_line'} =
896 ( $cust_main->payby eq 'BILL' && $cust_main->payinfo )
897 ? &$escape_function($self->mt("Purchase Order #").$cust_main->payinfo)
900 my %money_chars = ( 'latex' => '',
901 'html' => $conf->config('money_char') || '$',
904 my $money_char = $money_chars{$format};
907 my %other_money_chars = ( 'latex' => '\dollar ',#XXX should be a config too
908 'html' => $conf->config('money_char') || '$',
911 my $other_money_char = $other_money_chars{$format};
912 $invoice_data{'dollar'} = $other_money_char;
914 my %minus_signs = ( 'latex' => '$-$',
916 'template' => '- ' );
917 my $minus = $minus_signs{$format};
919 my @detail_items = ();
920 my @total_items = ();
924 $invoice_data{'detail_items'} = \@detail_items;
925 $invoice_data{'total_items'} = \@total_items;
926 $invoice_data{'buf'} = \@buf;
927 $invoice_data{'sections'} = \@sections;
929 warn "$me generating sections\n"
932 my $unsquelched = $params{unsquelch_cdr} || $cust_main->squelch_cdr ne 'Y';
933 my $multisection = $conf->exists($tc.'sections', $cust_main->agentnum) ||
934 $conf->exists($tc.'sections_by_location', $cust_main->agentnum);
935 $invoice_data{'multisection'} = $multisection;
937 my $extra_sections = [];
938 my $extra_lines = ();
940 # default section ('Charges')
941 my $default_section = { 'description' => '',
946 # Previous Charges section
947 # subtotal is the first return value from $self->previous
948 my $previous_section;
949 # if the invoice has major sections, or if we're summarizing previous
950 # charges with a single line, or if we've been specifically told to put them
951 # in a section, create a section for previous charges:
952 if ( $multisection or
953 $conf->exists('previous_balance-summary_only') or
954 $conf->exists('previous_balance-section') ) {
956 $previous_section = { 'description' => $self->mt('Previous Charges'),
957 'subtotal' => $other_money_char.
958 sprintf('%.2f', $pr_total),
959 'summarized' => '', #why? $summarypage ? 'Y' : '',
961 $previous_section->{posttotal} = '0 / 30 / 60 / 90 days overdue '.
962 join(' / ', map { $cust_main->balance_date_range(@$_) }
963 $self->_prior_month30s
965 if $conf->exists('invoice_include_aging');
968 # otherwise put them in the main section
969 $previous_section = $default_section;
972 my $adjust_section = {
973 'description' => $self->mt('Credits, Payments, and Adjustments'),
974 'adjust_section' => 1,
975 'subtotal' => 0, # adjusted below
977 my $adjust_weight = _pkg_category($adjust_section->{description})
978 ? _pkg_category($adjust_section->{description})->weight
980 $adjust_section->{'summarized'} = ''; #why? $summarypage && !$adjust_weight ? 'Y' : '';
981 # Note: 'sort_weight' here is actually a flag telling whether there is an
982 # explicit package category for the adjust section. If so, certain behavior
984 $adjust_section->{'sort_weight'} = $adjust_weight;
987 if ( $multisection ) {
988 ($extra_sections, $extra_lines) =
989 $self->_items_extra_usage_sections($escape_function_nonbsp, $format)
990 if $conf->exists('usage_class_as_a_section', $cust_main->agentnum)
991 && $self->can('_items_extra_usage_sections');
993 push @$extra_sections, $adjust_section if $adjust_section->{sort_weight};
995 push @detail_items, @$extra_lines if $extra_lines;
997 # the code is written so that both methods can be used together, but
998 # we haven't yet changed the template to take advantage of that, so for
999 # now, treat them as mutually exclusive.
1000 my %section_method = ( by_category => 1 );
1001 if ( $conf->config($tc.'sections_method') eq 'location' ) {
1002 %section_method = ( by_location => 1 );
1004 my ($early, $late) =
1005 $self->_items_sections( 'summary' => $summarypage,
1006 'escape' => $escape_function_nonbsp,
1007 'extra_sections' => $extra_sections,
1008 'format' => $format,
1011 push @sections, @$early;
1012 $late_sections = $late;
1014 if ( $conf->exists('svc_phone_sections')
1015 && $self->can('_items_svc_phone_sections')
1018 my ($phone_sections, $phone_lines) =
1019 $self->_items_svc_phone_sections($escape_function_nonbsp, $format);
1020 push @{$late_sections}, @$phone_sections;
1021 push @detail_items, @$phone_lines;
1023 if ( $conf->exists('voip-cust_accountcode_cdr')
1024 && $cust_main->accountcode_cdr
1025 && $self->can('_items_accountcode_cdr')
1028 my ($accountcode_section, $accountcode_lines) =
1029 $self->_items_accountcode_cdr($escape_function_nonbsp,$format);
1030 if ( scalar(@$accountcode_lines) ) {
1031 push @{$late_sections}, $accountcode_section;
1032 push @detail_items, @$accountcode_lines;
1035 } else {# not multisection
1036 # make a default section
1037 push @sections, $default_section;
1038 # and calculate the finance charge total, since it won't get done otherwise.
1039 # and the default section total
1040 # XXX possibly finance_pkgclass should not be used in this manner?
1041 my @finance_charges;
1043 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
1044 if ( $invoice_data{finance_section} and
1045 grep { $_->section eq $invoice_data{finance_section} }
1046 $cust_bill_pkg->cust_bill_pkg_display ) {
1047 # I think these are always setup fees, but just to be sure...
1048 push @finance_charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1050 push @charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1053 $invoice_data{finance_amount} =
1054 sprintf('%.2f', sum( @finance_charges ) || 0);
1055 $default_section->{subtotal} = $other_money_char.
1056 sprintf('%.2f', sum( @charges ) || 0);
1059 # start setting up summary subtotals
1060 my @summary_subtotals;
1061 my $method = $conf->config('summary_subtotals_method');
1062 if ( $method and $method ne $conf->config($tc.'sections_method') ) {
1063 # then re-section them by the correct method
1064 my %section_method = ( by_category => 1 );
1065 if ( $conf->config('summary_subtotals_method') eq 'location' ) {
1066 %section_method = ( by_location => 1 );
1068 my ($early, $late) =
1069 $self->_items_sections( 'summary' => $summarypage,
1070 'escape' => $escape_function_nonbsp,
1071 'extra_sections' => $extra_sections,
1072 'format' => $format,
1075 foreach ( @$early ) {
1076 next if $_->{subtotal} == 0;
1077 $_->{subtotal} = $other_money_char.sprintf('%.2f', $_->{subtotal});
1078 push @summary_subtotals, $_;
1081 # subtotal sectioning is the same as for the actual invoice sections
1082 @summary_subtotals = @sections;
1085 # Hereafter, push sections to both @sections and @summary_subtotals
1086 # if they belong in both places (e.g. tax section). Late sections are
1087 # never in @summary_subtotals.
1089 # previous invoice balances in the Previous Charges section if there
1090 # is one, otherwise in the main detail section
1091 # (except if summary_only is enabled, don't show them at all)
1092 if ( $self->can('_items_previous') &&
1093 $self->enable_previous &&
1094 ! $conf->exists('previous_balance-summary_only') ) {
1096 warn "$me adding previous balances\n"
1099 foreach my $line_item ( $self->_items_previous ) {
1102 ref => $line_item->{'pkgnum'},
1103 pkgpart => $line_item->{'pkgpart'},
1104 #quantity => 1, # not really correct
1105 section => $previous_section, # which might be $default_section
1106 description => &$escape_function($line_item->{'description'}),
1107 ext_description => [ map { &$escape_function($_) }
1108 @{ $line_item->{'ext_description'} || [] }
1110 amount => $money_char . $line_item->{'amount'},
1111 product_code => $line_item->{'pkgpart'} || 'N/A',
1114 push @detail_items, $detail;
1115 push @buf, [ $detail->{'description'},
1116 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1122 if ( @pr_cust_bill && $self->enable_previous ) {
1123 push @buf, ['','-----------'];
1124 push @buf, [ $self->mt('Total Previous Balance'),
1125 $money_char. sprintf("%10.2f", $pr_total) ];
1129 if ( $conf->exists('svc_phone-did-summary') && $self->can('_did_summary') ) {
1130 warn "$me adding DID summary\n"
1133 my ($didsummary,$minutes) = $self->_did_summary;
1134 my $didsummary_desc = 'DID Activity Summary (since last invoice)';
1136 { 'description' => $didsummary_desc,
1137 'ext_description' => [ $didsummary, $minutes ],
1141 foreach my $section (@sections, @$late_sections) {
1143 # begin some normalization
1144 $section->{'subtotal'} = $section->{'amount'}
1146 && !exists($section->{subtotal})
1147 && exists($section->{amount});
1149 $invoice_data{finance_amount} = sprintf('%.2f', $section->{'subtotal'} )
1150 if ( $invoice_data{finance_section} &&
1151 $section->{'description'} eq $invoice_data{finance_section} );
1153 $section->{'subtotal'} = $other_money_char.
1154 sprintf('%.2f', $section->{'subtotal'})
1157 # continue some normalization
1158 $section->{'amount'} = $section->{'subtotal'}
1162 if ( $section->{'description'} ) {
1163 push @buf, ( [ &$escape_function($section->{'description'}), '' ],
1168 warn "$me setting options\n"
1172 $options{'section'} = $section if $multisection;
1173 $options{'format'} = $format;
1174 $options{'escape_function'} = $escape_function;
1175 $options{'no_usage'} = 1 unless $unsquelched;
1176 $options{'unsquelched'} = $unsquelched;
1177 $options{'summary_page'} = $summarypage;
1178 $options{'skip_usage'} =
1179 scalar(@$extra_sections) && !grep{$section == $_} @$extra_sections;
1180 $options{'preref_callback'} = $params{'preref_callback'};
1182 warn "$me searching for line items\n"
1185 foreach my $line_item ( $self->_items_pkg(%options),
1186 $self->_items_fee(%options) ) {
1188 warn "$me adding line item ".
1189 join(', ', map "$_=>".$line_item->{$_}, keys %$line_item). "\n"
1192 push @buf, ( [ $line_item->{'description'},
1193 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1195 map { [ " ". $_, '' ] } @{$line_item->{'ext_description'}},
1198 $line_item->{'ref'} = $line_item->{'pkgnum'};
1199 $line_item->{'product_code'} = $line_item->{'pkgpart'} || 'N/A'; # mt()?
1200 $line_item->{'section'} = $section;
1201 $line_item->{'description'} = &$escape_function($line_item->{'description'});
1202 $line_item->{'amount'} = $money_char.$line_item->{'amount'};
1204 if ( length($line_item->{'unit_amount'}) ) {
1205 $line_item->{'unit_amount'} = $money_char.$line_item->{'unit_amount'};
1207 $line_item->{'ext_description'} ||= [];
1209 push @detail_items, $line_item;
1212 if ( $section->{'description'} ) {
1213 push @buf, ( ['','-----------'],
1214 [ $section->{'description'}. ' sub-total',
1215 $section->{'subtotal'} # already formatted this
1224 $invoice_data{current_less_finance} =
1225 sprintf('%.2f', $self->charged - $invoice_data{finance_amount} );
1227 # if there's anything in the Previous Charges section, prepend it to the list
1228 if ( $pr_total and $previous_section ne $default_section ) {
1229 unshift @sections, $previous_section;
1230 # but not @summary_subtotals
1233 warn "$me adding taxes\n"
1236 # create a tax section if we don't yet have one
1237 my $tax_description = 'Taxes, Surcharges, and Fees';
1239 List::Util::first { $_->{description} eq $tax_description } @sections;
1240 if (!$tax_section) {
1241 $tax_section = { 'description' => $tax_description };
1242 push @sections, $tax_section if $multisection;
1244 $tax_section->{tax_section} = 1; # mark this section as containing taxes
1245 # if this is an existing tax section, we're merging the tax items into it.
1246 # grab the taxtotal that's already there, strip the money symbol if any
1247 my $taxtotal = $tax_section->{'subtotal'} || 0;
1248 $taxtotal =~ s/^\Q$other_money_char\E//;
1251 #my $tax_weight = _pkg_category($tax_section->{description})
1252 # ? _pkg_category($tax_section->{description})->weight
1254 #$tax_section->{'summarized'} = ''; #why? $summarypage && !$tax_weight ? 'Y' : '';
1255 #$tax_section->{'sort_weight'} = $tax_weight;
1257 my @items_tax = $self->_items_tax;
1258 foreach my $tax ( @items_tax ) {
1260 $taxtotal += $tax->{'amount'};
1262 my $description = &$escape_function( $tax->{'description'} );
1263 my $amount = sprintf( '%.2f', $tax->{'amount'} );
1265 if ( $multisection ) {
1267 push @detail_items, {
1268 ext_description => [],
1271 description => $description,
1272 amount => $money_char. $amount,
1274 section => $tax_section,
1279 push @total_items, {
1280 'total_item' => $description,
1281 'total_amount' => $other_money_char. $amount,
1286 push @buf,[ $description,
1287 $money_char. $amount,
1294 $total->{'total_item'} = $self->mt('Sub-total');
1295 $total->{'total_amount'} =
1296 $other_money_char. sprintf('%.2f', $self->charged - $taxtotal );
1298 if ( $multisection ) {
1299 if ( $taxtotal > 0 ) {
1300 # there are taxes, so prepare the section to be displayed.
1301 # $taxtotal already includes any line items that were already in the
1302 # section (fees, taxes that are charged as packages for some reason).
1303 # also set 'summarized' to false so that this isn't a summary-only
1305 $tax_section->{'subtotal'} = $other_money_char.
1306 sprintf('%.2f', $taxtotal);
1307 $tax_section->{'pretotal'} = 'New charges sub-total '.
1308 $total->{'total_amount'};
1309 $tax_section->{'description'} = $self->mt($tax_description);
1310 $tax_section->{'summarized'} = '';
1312 # append it if it's not already there
1313 if ( !grep $tax_section, @sections ) {
1314 push @sections, $tax_section;
1315 push @summary_subtotals, $tax_section;
1320 unshift @total_items, $total;
1323 $invoice_data{'taxtotal'} = sprintf('%.2f', $taxtotal);
1329 my %embolden_functions = (
1330 'latex' => sub { return '\textbf{'. shift(). '}' },
1331 'html' => sub { return '<b>'. shift(). '</b>' },
1332 'template' => sub { shift },
1334 my $embolden_function = $embolden_functions{$format};
1336 if ( $multisection ) {
1338 if ( $adjust_section->{'sort_weight'} ) {
1339 $adjust_section->{'posttotal'} = $self->mt('Balance Forward').' '.
1340 $other_money_char. sprintf("%.2f", ($self->billing_balance || 0) );
1342 $adjust_section->{'pretotal'} = $self->mt('New charges total').' '.
1343 $other_money_char. sprintf('%.2f', $self->charged );
1348 if ( $self->can('_items_total') ) { # should always be true now
1350 # even for multisection, need plain text version
1352 my @new_total_items = $self->_items_total;
1354 push @buf,['','-----------'];
1356 foreach ( @new_total_items ) {
1357 my ($item, $amount) = ($_->{'total_item'}, $_->{'total_amount'});
1358 $_->{'total_item'} = &$embolden_function( $item );
1359 $_->{'total_amount'} = &$embolden_function( $other_money_char.$amount );
1360 # but if it's multisection, don't append to @total_items. the adjust
1361 # section has all this stuff
1362 push @total_items, $_ if !$multisection;
1363 push @buf, [ $item, $money_char.sprintf('%10.2f',$amount) ];
1366 push @buf, [ '', '' ];
1368 # if we're showing previous invoices, also show previous
1369 # credits and payments
1370 if ( $self->enable_previous
1371 and $self->can('_items_credits')
1372 and $self->can('_items_payments') )
1376 my $credittotal = 0;
1377 foreach my $credit (
1378 $self->_items_credits( 'template' => $template, 'trim_len' => 40 )
1382 $total->{'total_item'} = &$escape_function($credit->{'description'});
1383 $credittotal += $credit->{'amount'};
1384 $total->{'total_amount'} = $minus.$other_money_char.$credit->{'amount'};
1385 if ( $multisection ) {
1386 push @detail_items, {
1387 ext_description => [],
1390 description => &$escape_function($credit->{'description'}),
1391 amount => $money_char . $credit->{'amount'},
1393 section => $adjust_section,
1396 push @total_items, $total;
1400 $invoice_data{'credittotal'} = sprintf('%.2f', $credittotal);
1403 foreach my $credit (
1404 $self->_items_credits( 'template' => $template, 'trim_len'=>32 )
1406 push @buf, [ $credit->{'description'}, $money_char.$credit->{'amount'} ];
1410 my $paymenttotal = 0;
1411 foreach my $payment (
1412 $self->_items_payments( 'template' => $template )
1415 $total->{'total_item'} = &$escape_function($payment->{'description'});
1416 $paymenttotal += $payment->{'amount'};
1417 $total->{'total_amount'} = $minus.$other_money_char.$payment->{'amount'};
1418 if ( $multisection ) {
1419 push @detail_items, {
1420 ext_description => [],
1423 description => &$escape_function($payment->{'description'}),
1424 amount => $money_char . $payment->{'amount'},
1426 section => $adjust_section,
1429 push @total_items, $total;
1431 push @buf, [ $payment->{'description'},
1432 $money_char. sprintf("%10.2f", $payment->{'amount'}),
1435 $invoice_data{'paymenttotal'} = sprintf('%.2f', $paymenttotal);
1437 if ( $multisection ) {
1438 $adjust_section->{'subtotal'} = $other_money_char.
1439 sprintf('%.2f', $credittotal + $paymenttotal);
1441 #why this? because {sort_weight} forces the adjust_section to appear
1442 #in @extra_sections instead of @sections. obviously.
1443 push @sections, $adjust_section
1444 unless $adjust_section->{sort_weight};
1445 # do not summarize; adjustments there are shown according to
1449 # create Balance Due message
1452 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1453 $total->{'total_amount'} =
1454 &$embolden_function(
1455 $other_money_char. sprintf('%.2f', #why? $summarypage
1456 # ? $self->charged +
1457 # $self->billing_balance
1459 $self->owed + $pr_total
1462 if ( $multisection && !$adjust_section->{sort_weight} ) {
1463 $adjust_section->{'posttotal'} = $total->{'total_item'}. ' '.
1464 $total->{'total_amount'};
1466 push @total_items, $total;
1468 push @buf,['','-----------'];
1469 push @buf,[$self->balance_due_msg, $money_char.
1470 sprintf("%10.2f", $balance_due ) ];
1473 if ( $conf->exists('previous_balance-show_credit')
1474 and $cust_main->balance < 0 ) {
1475 my $credit_total = {
1476 'total_item' => &$embolden_function($self->credit_balance_msg),
1477 'total_amount' => &$embolden_function(
1478 $other_money_char. sprintf('%.2f', -$cust_main->balance)
1481 if ( $multisection ) {
1482 $adjust_section->{'posttotal'} .= $newline_token .
1483 $credit_total->{'total_item'} . ' ' . $credit_total->{'total_amount'};
1486 push @total_items, $credit_total;
1488 push @buf,['','-----------'];
1489 push @buf,[$self->credit_balance_msg, $money_char.
1490 sprintf("%10.2f", -$cust_main->balance ) ];
1494 } #end of default total adding ! can('_items_total')
1496 if ( $multisection ) {
1497 if ( $conf->exists('svc_phone_sections')
1498 && $self->can('_items_svc_phone_sections')
1502 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1503 $total->{'total_amount'} =
1504 &$embolden_function(
1505 $other_money_char. sprintf('%.2f', $self->owed + $pr_total)
1507 my $last_section = pop @sections;
1508 $last_section->{'posttotal'} = $total->{'total_item'}. ' '.
1509 $total->{'total_amount'};
1510 push @sections, $last_section;
1512 push @sections, @$late_sections
1516 # make a discounts-available section, even without multisection
1517 if ( $conf->exists('discount-show_available')
1518 and my @discounts_avail = $self->_items_discounts_avail ) {
1519 my $discount_section = {
1520 'description' => $self->mt('Discounts Available'),
1525 push @sections, $discount_section; # do not summarize
1526 push @detail_items, map { +{
1527 'ref' => '', #should this be something else?
1528 'section' => $discount_section,
1529 'description' => &$escape_function( $_->{description} ),
1530 'amount' => $money_char . &$escape_function( $_->{amount} ),
1531 'ext_description' => [ &$escape_function($_->{ext_description}) || () ],
1532 } } @discounts_avail;
1535 # not adding any more sections after this
1536 $invoice_data{summary_subtotals} = \@summary_subtotals;
1539 if ( $conf->exists('usage_class_summary')
1540 and $self->can('_items_usage_class_summary') ) {
1541 my @usage_subtotals = $self->_items_usage_class_summary(escape => $escape_function, 'money_char' => $other_money_char);
1542 if ( @usage_subtotals ) {
1543 unshift @sections, $usage_subtotals[0]->{section}; # do not summarize
1544 unshift @detail_items, @usage_subtotals;
1548 # invoice history "section" (not really a section)
1549 # not to be included in any subtotals, completely independent of
1551 if ( $conf->exists('previous_invoice_history') and $cust_main->isa('FS::cust_main') ) {
1554 foreach my $cust_bill ( $cust_main->cust_bill ) {
1555 # XXX hardcoded format, and currently only 'charged'; add other fields
1556 # if they become necessary
1557 my $date = $self->time2str_local('%b %Y', $cust_bill->_date);
1558 $history{$date} ||= 0;
1559 $history{$date} += $cust_bill->charged;
1560 # just so we have a numeric sort key
1561 $monthorder{$date} ||= $cust_bill->_date;
1563 my @sorted_months = sort { $monthorder{$a} <=> $monthorder{$b} }
1565 my @sorted_amounts = map { sprintf('%.2f', $history{$_}) } @sorted_months;
1566 $invoice_data{monthly_history} = [ \@sorted_months, \@sorted_amounts ];
1569 # service locations: another option for template customization
1571 foreach my $item (@detail_items) {
1572 if ( $item->{locationnum} ) {
1573 $location_info{ $item->{locationnum} } ||= {
1574 FS::cust_location->by_key( $item->{locationnum} )->location_hash
1578 $invoice_data{location_info} = \%location_info;
1580 # debugging hook: call this with 'diag' => 1 to just get a hash of
1581 # the invoice variables
1582 return \%invoice_data if ( $params{'diag'} );
1584 # All sections and items are built; now fill in templates.
1585 my @includelist = ();
1586 push @includelist, 'summary' if $summarypage;
1587 foreach my $include ( @includelist ) {
1589 my $inc_file = $conf->key_orbase("invoice_${format}$include", $template);
1592 if ( length( $conf->config($inc_file, $agentnum) ) ) {
1594 @inc_src = $conf->config($inc_file, $agentnum);
1598 $inc_file = $conf->key_orbase("invoice_latex$include", $template);
1600 my $convert_map = $convert_maps{$format}{$include};
1602 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
1603 s/--\@\]/$delimiters{$format}[1]/g;
1606 &$convert_map( $conf->config($inc_file, $agentnum) );
1610 my $inc_tt = new Text::Template (
1612 SOURCE => [ map "$_\n", @inc_src ],
1613 DELIMITERS => $delimiters{$format},
1614 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
1616 unless ( $inc_tt->compile() ) {
1617 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
1618 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
1622 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
1624 $invoice_data{$include} =~ s/\n+$//
1625 if ($format eq 'latex');
1630 foreach ( grep /invoice_lines\(\d*\)/, @invoice_template ) { #kludgy
1631 /invoice_lines\((\d*)\)/;
1632 $invoice_lines += $1 || scalar(@buf);
1635 die "no invoice_lines() functions in template?"
1636 if ( $format eq 'template' && !$wasfunc );
1638 if ($format eq 'template') {
1640 if ( $invoice_lines ) {
1641 $invoice_data{'total_pages'} = int( scalar(@buf) / $invoice_lines );
1642 $invoice_data{'total_pages'}++
1643 if scalar(@buf) % $invoice_lines;
1646 #setup subroutine for the template
1647 $invoice_data{invoice_lines} = sub {
1648 my $lines = shift || scalar(@buf);
1660 push @collect, split("\n",
1661 $text_template->fill_in( HASH => \%invoice_data )
1663 $invoice_data{'page'}++;
1665 map "$_\n", @collect;
1667 } else { # this is where we actually create the invoice
1669 warn "filling in template for invoice ". $self->invnum. "\n"
1671 warn join("\n", map " $_ => ". $invoice_data{$_}, keys %invoice_data). "\n"
1674 $text_template->fill_in(HASH => \%invoice_data);
1678 sub notice_name { '('.shift->table.')'; }
1680 sub template_conf { 'invoice_'; }
1682 # helper routine for generating date ranges
1683 sub _prior_month30s {
1686 [ 1, 2592000 ], # 0-30 days ago
1687 [ 2592000, 5184000 ], # 30-60 days ago
1688 [ 5184000, 7776000 ], # 60-90 days ago
1689 [ 7776000, 0 ], # 90+ days ago
1692 map { [ $_->[0] ? $self->_date - $_->[0] - 1 : '',
1693 $_->[1] ? $self->_date - $_->[1] - 1 : '',
1698 =item print_ps HASHREF | [ TIME [ , TEMPLATE ] ]
1700 Returns an postscript invoice, as a scalar.
1702 Options can be passed as a hashref (recommended) or as a list of time, template
1703 and then any key/value pairs for any other options.
1705 I<time> an optional value used to control the printing of overdue messages. The
1706 default is now. It isn't the date of the invoice; that's the `_date' field.
1707 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1708 L<Time::Local> and L<Date::Parse> for conversion functions.
1710 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1717 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1718 my $ps = generate_ps($file);
1720 unlink($barcodefile) if $barcodefile;
1725 =item print_pdf HASHREF | [ TIME [ , TEMPLATE ] ]
1727 Returns an PDF invoice, as a scalar.
1729 Options can be passed as a hashref (recommended) or as a list of time, template
1730 and then any key/value pairs for any other options.
1732 I<time> an optional value used to control the printing of overdue messages. The
1733 default is now. It isn't the date of the invoice; that's the `_date' field.
1734 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1735 L<Time::Local> and L<Date::Parse> for conversion functions.
1737 I<template>, if specified, is the name of a suffix for alternate invoices.
1739 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1746 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1747 my $pdf = generate_pdf($file);
1749 unlink($barcodefile) if $barcodefile;
1754 =item print_html HASHREF | [ TIME [ , TEMPLATE [ , CID ] ] ]
1756 Returns an HTML invoice, as a scalar.
1758 I<time> an optional value used to control the printing of overdue messages. The
1759 default is now. It isn't the date of the invoice; that's the `_date' field.
1760 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1761 L<Time::Local> and L<Date::Parse> for conversion functions.
1763 I<template>, if specified, is the name of a suffix for alternate invoices.
1765 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1767 I<cid> is a MIME Content-ID used to create a "cid:" URL for the logo image, used
1768 when emailing the invoice as part of a multipart/related MIME email.
1776 %params = %{ shift() };
1780 $params{'format'} = 'html';
1782 $self->print_generic( %params );
1785 # quick subroutine for print_latex
1787 # There are ten characters that LaTeX treats as special characters, which
1788 # means that they do not simply typeset themselves:
1789 # # $ % & ~ _ ^ \ { }
1791 # TeX ignores blanks following an escaped character; if you want a blank (as
1792 # in "10% of ..."), you have to "escape" the blank as well ("10\%\ of ...").
1796 $value =~ s/([#\$%&~_\^{}])( )?/"\\$1". ( ( defined($2) && length($2) ) ? "\\$2" : '' )/ge;
1797 $value =~ s/([<>])/\$$1\$/g;
1803 encode_entities($value);
1807 sub _html_escape_nbsp {
1808 my $value = _html_escape(shift);
1809 $value =~ s/ +/ /g;
1813 #utility methods for print_*
1815 sub _translate_old_latex_format {
1816 warn "_translate_old_latex_format called\n"
1823 if ( $line =~ /^%%Detail\s*$/ ) {
1825 push @template, q![@--!,
1826 q! foreach my $_tr_line (@detail_items) {!,
1827 q! if ( scalar ($_tr_item->{'ext_description'} ) ) {!,
1828 q! $_tr_line->{'description'} .= !,
1829 q! "\\tabularnewline\n~~".!,
1830 q! join( "\\tabularnewline\n~~",!,
1831 q! @{$_tr_line->{'ext_description'}}!,
1835 while ( ( my $line_item_line = shift )
1836 !~ /^%%EndDetail\s*$/ ) {
1837 $line_item_line =~ s/'/\\'/g; # nice LTS
1838 $line_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1839 $line_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1840 push @template, " \$OUT .= '$line_item_line';";
1843 push @template, '}',
1846 } elsif ( $line =~ /^%%TotalDetails\s*$/ ) {
1848 push @template, '[@--',
1849 ' foreach my $_tr_line (@total_items) {';
1851 while ( ( my $total_item_line = shift )
1852 !~ /^%%EndTotalDetails\s*$/ ) {
1853 $total_item_line =~ s/'/\\'/g; # nice LTS
1854 $total_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1855 $total_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1856 push @template, " \$OUT .= '$total_item_line';";
1859 push @template, '}',
1863 $line =~ s/\$(\w+)/[\@-- \$$1 --\@]/g;
1864 push @template, $line;
1870 warn "$_\n" foreach @template;
1882 my $conf = $self->conf;
1884 #check for an invoice-specific override
1885 return $self->invoice_terms if $self->invoice_terms;
1887 #check for a customer- specific override
1888 my $cust_main = $self->cust_main;
1889 return $cust_main->invoice_terms if $cust_main && $cust_main->invoice_terms;
1893 $agentnum = $cust_main->agentnum;
1894 } elsif ( my $prospect_main = $self->prospect_main ) {
1895 $agentnum = $prospect_main->agentnum;
1898 #use configured default
1899 $conf->config('invoice_default_terms', $agentnum) || '';
1909 if ( $self->terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
1910 $duedate = $self->_date() + ( $1 * 86400 );
1921 $self->due_date ? $self->time2str_local(shift, $self->due_date) : '';
1924 =item balance_due_msg
1928 sub balance_due_msg {
1930 my $msg = $self->mt('Balance Due');
1931 return $msg unless $self->terms; # huh?
1932 if ( !$self->conf->exists('invoice_show_prior_due_date')
1933 or $self->conf->exists('invoice_sections') ) {
1934 # if enabled, the due date is shown with Total New Charges (see
1935 # _items_total) and not here
1936 # (yes, or if invoice_sections is enabled; this is just for compatibility)
1937 if ( $self->due_date ) {
1938 $msg .= ' - ' . $self->mt('Please pay by'). ' '.
1939 $self->due_date2str('short');
1940 } elsif ( $self->terms ) {
1941 $msg .= ' - '. $self->mt($self->terms);
1947 =item balance_due_date
1951 sub balance_due_date {
1953 my $conf = $self->conf;
1955 my $terms = $self->terms;
1956 if ( $terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
1957 $duedate = $self->time2str_local('rdate', $self->_date + ($1*86400) );
1962 sub credit_balance_msg {
1964 $self->mt('Credit Balance Remaining')
1969 Returns a string with the date, for example: "3/20/2008", localized for the
1970 customer. Use _date_pretty_unlocalized for non-end-customer display use.
1976 $self->time2str_local('short', $self->_date);
1979 =item _date_pretty_unlocalized
1981 Returns a string with the date, for example: "3/20/2008", in the format
1982 configured for the back-office. Use _date_pretty for end-customer display use.
1986 sub _date_pretty_unlocalized {
1988 time2str($date_format, $self->_date);
1993 Emails this template.
1995 Options are passed as a hashref. Available options:
2001 If specified, overrides the default From: address.
2005 If specified, overrides the name of the sent document ("Invoice" or "Quotation")
2009 (Deprecated) If specified, is the name of a suffix for alternate template files.
2013 Options accepted by generate_email can also be used.
2019 my $opt = shift || {};
2020 if ($opt and !ref($opt)) {
2021 die ref($self). '->email called with positional parameters';
2024 return if $self->hide;
2026 my $error = send_email(
2027 $self->generate_email(
2028 'subject' => $self->email_subject($opt->{template}),
2029 %$opt, # template, etc.
2033 die "can't email: $error\n" if $error;
2036 =item generate_email OPTION => VALUE ...
2044 sender address, required
2048 alternate template name, optional
2052 email subject, optional
2056 notice name instead of "Invoice", optional
2060 Returns an argument list to be passed to L<FS::Misc::send_email>.
2066 sub generate_email {
2070 my $conf = $self->conf;
2072 my $me = '[FS::Template_Mixin::generate_email]';
2075 'from' => $args{'from'},
2076 'subject' => ($args{'subject'} || $self->email_subject),
2077 'custnum' => $self->custnum,
2078 'msgtype' => 'invoice',
2081 $args{'unsquelch_cdr'} = $conf->exists('voip-cdr_email');
2083 my $cust_main = $self->cust_main;
2085 if (ref($args{'to'}) eq 'ARRAY') {
2086 $return{'to'} = $args{'to'};
2087 } elsif ( $cust_main ) {
2088 $return{'to'} = [ $cust_main->invoicing_list_emailonly ];
2091 my $tc = $self->template_conf;
2093 my @text; # array of lines
2094 my $html; # a big string
2095 my @related_parts; # will contain the text/HTML alternative, and images
2096 my $related; # will contain the multipart/related object
2098 if ( $conf->exists($tc. 'email_pdf') ) {
2099 if ( my $msgnum = $conf->config($tc.'email_pdf_msgnum') ) {
2101 warn "$me using '${tc}email_pdf_msgnum' in multipart message"
2104 my $msg_template = FS::msg_template->by_key($msgnum)
2105 or die "${tc}email_pdf_msgnum $msgnum not found\n";
2106 my %prepared = $msg_template->prepare(
2107 cust_main => $self->cust_main,
2111 @text = split(/(?=\n)/, $prepared{'text_body'});
2112 $html = $prepared{'html_body'};
2114 } elsif ( my @note = $conf->config($tc.'email_pdf_note') ) {
2116 warn "$me using '${tc}email_pdf_note' in multipart message"
2118 @text = $conf->config($tc.'email_pdf_note');
2119 $html = join('<BR>', @text);
2121 } # else use the plain text invoice
2126 if ( $conf->config($tc.'template') ) {
2128 warn "$me generating plain text invoice"
2131 # 'print_text' argument is no longer used
2132 @text = $self->print_text(\%args);
2136 warn "$me no plain text version exists; sending empty message body"
2143 my $text_part = build MIME::Entity (
2144 'Type' => 'text/plain',
2145 'Encoding' => 'quoted-printable',
2146 'Charset' => 'UTF-8',
2147 #'Encoding' => '7bit',
2149 'Disposition' => 'inline',
2154 if ( $conf->exists($tc.'html') ) {
2155 warn "$me generating HTML invoice"
2158 $args{'from'} =~ /\@([\w\.\-]+)/;
2159 my $from = $1 || 'example.com';
2160 my $content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2163 my $agentnum = $cust_main ? $cust_main->agentnum
2164 : $self->prospect_main->agentnum;
2165 if ( defined($args{'template'}) && length($args{'template'})
2166 && $conf->exists( 'logo_'. $args{'template'}. '.png', $agentnum )
2169 $logo = 'logo_'. $args{'template'}. '.png';
2173 my $image_data = $conf->config_binary( $logo, $agentnum);
2175 push @related_parts, build MIME::Entity
2176 'Type' => 'image/png',
2177 'Encoding' => 'base64',
2178 'Data' => $image_data,
2179 'Filename' => 'logo.png',
2180 'Content-ID' => "<$content_id>",
2183 if ( ref($self) eq 'FS::cust_bill' && $conf->exists('invoice-barcode') ) {
2184 my $barcode_content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2185 push @related_parts, build MIME::Entity
2186 'Type' => 'image/png',
2187 'Encoding' => 'base64',
2188 'Data' => $self->invoice_barcode(0),
2189 'Filename' => 'barcode.png',
2190 'Content-ID' => "<$barcode_content_id>",
2192 $args{'barcode_cid'} = $barcode_content_id;
2195 $html = $self->print_html({ 'cid'=>$content_id, %args });
2202 warn "$me creating HTML/text multipart message"
2205 $return{'nobody'} = 1;
2207 my $alternative = build MIME::Entity
2208 'Type' => 'multipart/alternative',
2209 #'Encoding' => '7bit',
2210 'Disposition' => 'inline'
2214 $alternative->add_part($text_part);
2217 $alternative->attach(
2218 'Type' => 'text/html',
2219 'Encoding' => 'quoted-printable',
2220 'Data' => [ '<html>',
2223 ' '. encode_entities($return{'subject'}),
2226 ' <body bgcolor="#e8e8e8">',
2231 'Disposition' => 'inline',
2232 #'Filename' => 'invoice.pdf',
2235 unshift @related_parts, $alternative;
2237 $related = build MIME::Entity 'Type' => 'multipart/related',
2238 'Encoding' => '7bit';
2240 #false laziness w/Misc::send_email
2241 $related->head->replace('Content-type',
2242 $related->mime_type.
2243 '; boundary="'. $related->head->multipart_boundary. '"'.
2244 '; type=multipart/alternative'
2247 $related->add_part($_) foreach @related_parts;
2251 my @otherparts = ();
2252 if ( ref($self) eq 'FS::cust_bill' && $cust_main->email_csv_cdr ) {
2254 if ( $conf->config('voip-cdr_email_attach') eq 'zip' ) {
2256 my $data = join('', map "$_\n",
2257 $self->call_details(prepend_billed_number=>1)
2260 my $zip = new Archive::Zip;
2261 my $file = $zip->addString( $data, 'usage-'.$self->invnum.'.csv' );
2262 $file->desiredCompressionMethod( COMPRESSION_DEFLATED );
2265 my $SH = IO::Scalar->new(\$zipdata);
2266 my $status = $zip->writeToFileHandle($SH);
2267 die "Error zipping CDR attachment: $!" unless $status == AZ_OK;
2269 push @otherparts, build MIME::Entity
2270 'Type' => 'application/zip',
2271 'Encoding' => 'base64',
2273 'Disposition' => 'attachment',
2274 'Filename' => 'usage-'. $self->invnum. '.zip',
2277 } else { # } elsif ( $conf->config('voip-cdr_email_attach') eq 'csv' ) {
2279 push @otherparts, build MIME::Entity
2280 'Type' => 'text/csv',
2281 'Encoding' => '7bit',
2282 'Data' => [ map { "$_\n" }
2283 $self->call_details('prepend_billed_number' => 1)
2285 'Disposition' => 'attachment',
2286 'Filename' => 'usage-'. $self->invnum. '.csv',
2293 if ( $conf->exists($tc.'email_pdf') ) {
2298 # multipart/alternative
2304 my $pdf = build MIME::Entity $self->mimebuild_pdf(\%args);
2305 push @otherparts, $pdf;
2309 $return{'content-type'} = 'multipart/mixed'; # of the outer container
2311 $return{'mimeparts'} = [ $related, @otherparts ];
2312 $return{'type'} = 'multipart/related'; # of the first part
2314 $return{'mimeparts'} = [ $text_part, @otherparts ];
2315 $return{'type'} = 'text/plain';
2317 } elsif ( $html ) { # no PDF or CSV, strip the outer container
2318 $return{'mimeparts'} = \@related_parts;
2319 $return{'content-type'} = 'multipart/related';
2320 $return{'type'} = 'multipart/alternative';
2321 } else { # no HTML either
2322 $return{'body'} = \@text;
2323 $return{'content-type'} = 'text/plain';
2332 Returns a list suitable for passing to MIME::Entity->build(), representing
2333 this invoice as PDF attachment.
2340 'Type' => 'application/pdf',
2341 'Encoding' => 'base64',
2342 'Data' => [ $self->print_pdf(@_) ],
2343 'Disposition' => 'attachment',
2344 'Filename' => 'invoice-'. $self->invnum. '.pdf',
2352 use HTTP::Request::Common qw( POST );
2354 sub postal_mail_fsinc {
2355 my ( $self, %opt ) = @_;
2357 my $url = 'https://ws.freeside.biz/print';
2359 my $cust_main = $self->cust_main;
2360 my $agentnum = $cust_main->agentnum;
2361 my $bill_location = $cust_main->bill_location;
2363 die "Extra charges for international mailing; contact support\@freeside.biz to enable\n"
2364 if $bill_location->country ne 'US';
2366 my $conf = new FS::Conf;
2368 my @company_address = $conf->config('company_address', $agentnum);
2369 my ( $company_address1, $company_address2, $company_city, $company_state, $company_zip );
2370 if ( $company_address[2] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2371 $company_address1 = $company_address[0];
2372 $company_address2 = $company_address[1];
2374 $company_state = $2;
2376 } elsif ( $company_address[1] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2377 $company_address1 = $company_address[0];
2378 $company_address2 = '';
2380 $company_state = $2;
2383 die "Unparsable company_address; contact support\@freeside.biz\n";
2386 my $file = $self->print_pdf(%opt);
2387 my $pages = CAM::PDF->new($file)->numPages;
2389 my $ua = LWP::UserAgent->new( 'ssl_opts' => { 'verify_hostname'=>0 });
2390 my $response = $ua->request( POST $url, [
2391 'support-key' => scalar($conf->config('support-key')),
2396 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
2397 'company_address1' => $company_address1,
2398 'company_address2' => $company_address2,
2399 'company_city' => $company_city,
2400 'company_state' => $company_state,
2401 'company_zip' => $company_zip,
2402 'company_country' => 'US',
2403 'company_phonenum' => scalar($conf->config('company_phonenum', $agentnum)),
2404 'company_email' => scalar($conf->config('invoice_from', $agentnum)),
2407 'name' => ( $cust_main->payname
2408 && $cust_main->payby !~ /^(CARD|DCRD|CHEK|DCHK)$/
2409 ? $cust_main->payname
2410 : $cust_main->contact_firstlast
2412 'company' => $cust_main->company,
2413 'address1' => $bill_location->address1,
2414 'address2' => $bill_location->address2,
2415 'city' => $bill_location->city,
2416 'state' => $bill_location->state,
2417 'zip' => $bill_location->zip,
2418 'country' => $bill_location->country,
2421 die "Print connection error: ". $response->message. "\n"
2422 unless $response->is_success;
2425 my $content = eval { decode_json($response->content) };
2426 die "Print JSON error : $@\n" if $@;
2428 die $content->{error}."\n"
2429 if $content->{error};
2433 'address1' => $bill_location->address1,
2434 'address2' => $bill_location->address2,
2435 'city' => $bill_location->city,
2436 'state' => $bill_location->state,
2437 'zip' => $bill_location->zip,
2438 'country' => $bill_location->country,
2441 die "Print connection error: ". $response->message
2442 unless $response->is_success;
2445 my $content = eval { decode_json($response->content) };
2446 die "Print JSON error : $@\n" if $@;
2448 die $content->{error}."\n"
2449 if $content->{error};
2451 #TODO: get some kind of letter ID back we can later retreive a status on
2454 =item _items_sections OPTIONS
2456 Generate section information for all items appearing on this invoice.
2457 This will only be called for multi-section invoices.
2459 For each line item (L<FS::cust_bill_pkg> record), this will fetch all
2460 related display records (L<FS::cust_bill_pkg_display>) and organize
2461 them into two groups ("early" and "late" according to whether they come
2462 before or after the total), then into sections. A subtotal is calculated
2465 Section descriptions are returned in sort weight order. Each consists
2466 of a hash containing:
2468 description: the package category name, escaped
2469 subtotal: the total charges in that section
2470 tax_section: a flag indicating that the section contains only tax charges
2471 summarized: same as tax_section, for some reason
2472 sort_weight: the package category's sort weight
2474 If 'condense' is set on the display record, it also contains everything
2475 returned from C<_condense_section()>, i.e. C<_condensed_foo_generator>
2476 coderefs to generate parts of the invoice. This is not advised.
2478 The method returns two arrayrefs, one of "early" sections and one of "late"
2481 OPTIONS may include:
2483 by_location: a flag to divide the invoice into sections by location.
2484 Each section hash will have a 'location' element containing a hashref of
2485 the location fields (see L<FS::cust_location>). The section description
2486 will be the location label, but the template can use any of the location
2487 fields to create a suitable label.
2489 by_category: a flag to divide the invoice into sections using display
2490 records (see L<FS::cust_bill_pkg_display>). This is the "traditional"
2491 behavior. Each section hash will have a 'category' element containing
2492 the section name from the display record (which probably equals the
2493 category name of the package, but may not in some cases).
2495 summary: a flag indicating that this is a summary-format invoice.
2496 Turning this on has the following effects:
2497 - Ignores display items with the 'summary' flag.
2498 - Places all sections in the "early" group even if they have post_total.
2499 - Creates sections for all non-disabled package categories, even if they
2500 have no charges on this invoice, as well as a section with no name.
2502 escape: an escape function to use for section titles.
2504 extra_sections: an arrayref of additional sections to return after the
2505 sorted list. If there are any of these, section subtotals exclude
2508 format: 'latex', 'html', or 'template' (i.e. text). Not used, but
2509 passed through to C<_condense_section()>.
2513 use vars qw(%pkg_category_cache);
2514 sub _items_sections {
2518 my $escape = $opt{escape};
2519 my @extra_sections = @{ $opt{extra_sections} || [] };
2521 # $subtotal{$locationnum}{$categoryname} = amount.
2522 # if we're not using by_location, $locationnum is undef.
2523 # if we're not using by_category, you guessed it, $categoryname is undef.
2524 # if we're not using either one, we shouldn't be here in the first place...
2526 my %late_subtotal = ();
2529 # About tax items + multisection invoices:
2530 # If either invoice_*summary option is enabled, AND there is a
2531 # package category with the name of the tax, then there will be
2532 # a display record assigning the tax item to that category.
2534 # However, the taxes are always placed in the "Taxes, Surcharges,
2535 # and Fees" section regardless of that. The only effect of the
2536 # display record is to create a subtotal for the summary page.
2539 my $pkg_hash = $self->cust_pkg_hash;
2541 foreach my $cust_bill_pkg ( $self->cust_bill_pkg )
2544 my $usage = $cust_bill_pkg->usage;
2547 if ( $opt{by_location} ) {
2548 if ( $cust_bill_pkg->pkgnum ) {
2549 $locationnum = $pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum;
2554 $locationnum = undef;
2557 # as in _items_cust_pkg, if a line item has no display records,
2558 # cust_bill_pkg_display() returns a default record for it
2560 foreach my $display ($cust_bill_pkg->cust_bill_pkg_display) {
2561 next if ( $display->summary && $opt{summary} );
2563 my $section = $display->section;
2564 my $type = $display->type;
2565 # Set $section = undef if we're sectioning by location and this
2566 # line item _has_ a location (i.e. isn't a fee).
2567 $section = undef if $locationnum;
2569 # set this flag if the section is not tax-only
2570 $not_tax{$locationnum}{$section} = 1
2571 if $cust_bill_pkg->pkgnum or $cust_bill_pkg->feepart;
2573 # there's actually a very important piece of logic buried in here:
2574 # incrementing $late_subtotal{$section} CREATES
2575 # $late_subtotal{$section}. keys(%late_subtotal) is later used
2576 # to define the list of late sections, and likewise keys(%subtotal).
2577 # When _items_cust_bill_pkg is called to generate line items for
2578 # real, it will be called with 'section' => $section for each
2580 if ( $display->post_total && !$opt{summary} ) {
2581 if (! $type || $type eq 'S') {
2582 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2583 if $cust_bill_pkg->setup != 0
2584 || $cust_bill_pkg->setup_show_zero;
2588 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur
2589 if $cust_bill_pkg->recur != 0
2590 || $cust_bill_pkg->recur_show_zero;
2593 if ($type && $type eq 'R') {
2594 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2595 if $cust_bill_pkg->recur != 0
2596 || $cust_bill_pkg->recur_show_zero;
2599 if ($type && $type eq 'U') {
2600 $late_subtotal{$locationnum}{$section} += $usage
2601 unless scalar(@extra_sections);
2604 } else { # it's a pre-total (normal) section
2606 # skip tax items unless they're explicitly included in a section
2607 next if $cust_bill_pkg->pkgnum == 0 and
2608 ! $cust_bill_pkg->feepart and
2611 if ( $type eq 'S' ) {
2612 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2613 if $cust_bill_pkg->setup != 0
2614 || $cust_bill_pkg->setup_show_zero;
2615 } elsif ( $type eq 'R' ) {
2616 $subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2617 if $cust_bill_pkg->recur != 0
2618 || $cust_bill_pkg->recur_show_zero;
2619 } elsif ( $type eq 'U' ) {
2620 $subtotal{$locationnum}{$section} += $usage
2621 unless scalar(@extra_sections);
2622 } elsif ( !$type ) {
2623 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2624 + $cust_bill_pkg->recur;
2633 %pkg_category_cache = ();
2635 # summary invoices need subtotals for all non-disabled package categories,
2636 # even if they're zero
2637 # but currently assume that there are no location sections, or at least
2638 # that the summary page doesn't care about them
2639 if ( $opt{summary} ) {
2640 foreach my $category (qsearch('pkg_category', {disabled => ''})) {
2641 $subtotal{''}{$category->categoryname} ||= 0;
2643 $subtotal{''}{''} ||= 0;
2647 foreach my $post_total (0,1) {
2649 my $s = $post_total ? \%late_subtotal : \%subtotal;
2650 foreach my $locationnum (keys %$s) {
2651 foreach my $sectionname (keys %{ $s->{$locationnum} }) {
2653 'subtotal' => $s->{$locationnum}{$sectionname},
2656 if ( $locationnum ) {
2657 $section->{'locationnum'} = $locationnum;
2658 my $location = FS::cust_location->by_key($locationnum);
2659 $section->{'description'} = &{ $escape }($location->location_label);
2660 # Better ideas? This will roughly group them by proximity,
2661 # which alpha sorting on any of the address fields won't.
2662 # Sorting by locationnum is meaningless.
2663 # We have to sort on _something_ or the order may change
2664 # randomly from one invoice to the next, which will confuse
2666 $section->{'sort_weight'} = sprintf('%012s',$location->zip) .
2668 $section->{'location'} = {
2669 label_prefix => &{ $escape }($location->label_prefix),
2670 map { $_ => &{ $escape }($location->get($_)) }
2674 $section->{'category'} = $sectionname;
2675 $section->{'description'} = &{ $escape }($sectionname);
2676 if ( _pkg_category($sectionname) ) {
2677 $section->{'sort_weight'} = _pkg_category($sectionname)->weight;
2678 if ( _pkg_category($sectionname)->condense ) {
2679 $section = { %$section, $self->_condense_section($opt{format}) };
2683 if ( !$post_total and !$not_tax{$locationnum}{$sectionname} ) {
2684 # then it's a tax-only section
2685 $section->{'summarized'} = 'Y';
2686 $section->{'tax_section'} = 'Y';
2688 push @these, $section;
2689 } # foreach $sectionname
2690 } #foreach $locationnum
2691 push @these, @extra_sections if $post_total == 0;
2692 # need an alpha sort for location sections, because postal codes can
2694 $sections[ $post_total ] = [ sort {
2695 $opt{'by_location'} ?
2696 ($a->{sort_weight} cmp $b->{sort_weight}) :
2697 ($a->{sort_weight} <=> $b->{sort_weight})
2699 } #foreach $post_total
2701 return @sections; # early, late
2704 #helper subs for above
2708 $self->{cust_pkg} ||= { map { $_->pkgnum => $_ } $self->cust_pkg };
2712 my $categoryname = shift;
2713 $pkg_category_cache{$categoryname} ||=
2714 qsearchs( 'pkg_category', { 'categoryname' => $categoryname } );
2717 my %condensed_format = (
2718 'label' => [ qw( Description Qty Amount ) ],
2720 sub { shift->{description} },
2721 sub { shift->{quantity} },
2722 sub { my($href, %opt) = @_;
2723 ($opt{dollar} || ''). $href->{amount};
2726 'align' => [ qw( l r r ) ],
2727 'span' => [ qw( 5 1 1 ) ], # unitprices?
2728 'width' => [ qw( 10.7cm 1.4cm 1.6cm ) ], # don't like this
2731 sub _condense_section {
2732 my ( $self, $format ) = ( shift, shift );
2734 map { my $method = "_condensed_$_"; $_ => $self->$method($format) }
2735 qw( description_generator
2738 total_line_generator
2743 sub _condensed_generator_defaults {
2744 my ( $self, $format ) = ( shift, shift );
2745 return ( \%condensed_format, ' ', ' ', ' ', sub { shift } );
2754 sub _condensed_header_generator {
2755 my ( $self, $format ) = ( shift, shift );
2757 my ( $f, $prefix, $suffix, $separator, $column ) =
2758 _condensed_generator_defaults($format);
2760 if ($format eq 'latex') {
2761 $prefix = "\\hline\n\\rule{0pt}{2.5ex}\n\\makebox[1.4cm]{}&\n";
2762 $suffix = "\\\\\n\\hline";
2765 sub { my ($d,$a,$s,$w) = @_;
2766 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2768 } elsif ( $format eq 'html' ) {
2769 $prefix = '<th></th>';
2773 sub { my ($d,$a,$s,$w) = @_;
2774 return qq!<th align="$html_align{$a}">$d</th>!;
2782 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2784 &{$column}( map { $f->{$_}->[$i] } qw(label align span width) );
2787 $prefix. join($separator, @result). $suffix;
2792 sub _condensed_description_generator {
2793 my ( $self, $format ) = ( shift, shift );
2795 my ( $f, $prefix, $suffix, $separator, $column ) =
2796 _condensed_generator_defaults($format);
2798 my $money_char = '$';
2799 if ($format eq 'latex') {
2800 $prefix = "\\hline\n\\multicolumn{1}{c}{\\rule{0pt}{2.5ex}~} &\n";
2802 $separator = " & \n";
2804 sub { my ($d,$a,$s,$w) = @_;
2805 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2807 $money_char = '\\dollar';
2808 }elsif ( $format eq 'html' ) {
2809 $prefix = '"><td align="center"></td>';
2813 sub { my ($d,$a,$s,$w) = @_;
2814 return qq!<td align="$html_align{$a}">$d</td>!;
2816 #$money_char = $conf->config('money_char') || '$';
2817 $money_char = ''; # this is madness
2825 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2827 $dollar = $money_char if $i == scalar(@{$f->{label}})-1;
2829 &{$column}( &{$f->{fields}->[$i]}($href, 'dollar' => $dollar),
2830 map { $f->{$_}->[$i] } qw(align span width)
2834 $prefix. join( $separator, @result ). $suffix;
2839 sub _condensed_total_generator {
2840 my ( $self, $format ) = ( shift, shift );
2842 my ( $f, $prefix, $suffix, $separator, $column ) =
2843 _condensed_generator_defaults($format);
2846 if ($format eq 'latex') {
2849 $separator = " & \n";
2851 sub { my ($d,$a,$s,$w) = @_;
2852 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2854 }elsif ( $format eq 'html' ) {
2858 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2860 sub { my ($d,$a,$s,$w) = @_;
2861 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2870 # my $r = &{$f->{fields}->[$i]}(@args);
2871 # $r .= ' Total' unless $i;
2873 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2875 &{$column}( &{$f->{fields}->[$i]}(@args). ($i ? '' : ' Total'),
2876 map { $f->{$_}->[$i] } qw(align span width)
2880 $prefix. join( $separator, @result ). $suffix;
2885 =item total_line_generator FORMAT
2887 Returns a coderef used for generation of invoice total line items for this
2888 usage_class. FORMAT is either html or latex
2892 # should not be used: will have issues with hash element names (description vs
2893 # total_item and amount vs total_amount -- another array of functions?
2895 sub _condensed_total_line_generator {
2896 my ( $self, $format ) = ( shift, shift );
2898 my ( $f, $prefix, $suffix, $separator, $column ) =
2899 _condensed_generator_defaults($format);
2902 if ($format eq 'latex') {
2905 $separator = " & \n";
2907 sub { my ($d,$a,$s,$w) = @_;
2908 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2910 }elsif ( $format eq 'html' ) {
2914 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2916 sub { my ($d,$a,$s,$w) = @_;
2917 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2926 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2928 &{$column}( &{$f->{fields}->[$i]}(@args),
2929 map { $f->{$_}->[$i] } qw(align span width)
2933 $prefix. join( $separator, @result ). $suffix;
2938 =item _items_pkg [ OPTIONS ]
2940 Return line item hashes for each package item on this invoice. Nearly
2943 $self->_items_cust_bill_pkg([ $self->cust_bill_pkg ])
2945 OPTIONS are passed through to _items_cust_bill_pkg, and should include
2946 'format' and 'escape_function' at minimum.
2948 To produce items for a specific invoice section, OPTIONS should include
2949 'section', a hashref containing 'category' and/or 'locationnum' keys.
2951 'section' may also contain a key named 'condensed'. If this is present
2952 and has a true value, _items_pkg will try to merge identical items into items
2953 with 'quantity' equal to the number of items (not the sum of their separate
2954 quantities, for some reason).
2960 # The order of these is important. Bundled line items will be merged into
2961 # the most recent non-hidden item, so it needs to be the one with:
2963 # - the same start date
2964 # - no pkgpart_override
2966 # So: sort by pkgnum,
2968 # then sort the base line item before any overrides
2969 # then sort hidden before non-hidden add-ons
2970 # then sort by override pkgpart (for consistency)
2971 sort { $a->pkgnum <=> $b->pkgnum or
2972 $a->sdate <=> $b->sdate or
2973 ($a->pkgpart_override ? 0 : -1) or
2974 ($b->pkgpart_override ? 0 : 1) or
2975 $b->hidden cmp $a->hidden or
2976 $a->pkgpart_override <=> $b->pkgpart_override
2978 # and of course exclude taxes and fees
2979 grep { $_->pkgnum > 0 } $self->cust_bill_pkg;
2985 my @cust_bill_pkg = grep { $_->feepart } $self->cust_bill_pkg;
2986 my $escape_function = $options{escape_function};
2989 foreach my $cust_bill_pkg (@cust_bill_pkg) {
2990 # cache this, so we don't look it up again in every section
2991 my $part_fee = $cust_bill_pkg->get('part_fee')
2992 || $cust_bill_pkg->part_fee;
2993 $cust_bill_pkg->set('part_fee', $part_fee);
2995 #die "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n"; # might make more sense
2996 warn "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n";
2999 if ( exists($options{section}) and exists($options{section}{category}) )
3001 my $categoryname = $options{section}{category};
3002 # then filter for items that have that section
3003 if ( $part_fee->categoryname ne $categoryname ) {
3004 warn "skipping fee '".$part_fee->itemdesc."'--not in section $categoryname\n" if $DEBUG;
3007 } # otherwise include them all in the main section
3008 # XXX what to do when sectioning by location?
3011 my %base_invnums; # invnum => invoice date
3012 foreach ($cust_bill_pkg->cust_bill_pkg_fee) {
3013 if ($_->base_invnum) {
3014 # XXX what if base_bill has been voided?
3015 my $base_bill = FS::cust_bill->by_key($_->base_invnum);
3016 my $base_date = $self->time2str_local('short', $base_bill->_date)
3018 $base_invnums{$_->base_invnum} = $base_date || '';
3021 foreach (sort keys(%base_invnums)) {
3022 next if $_ == $self->invnum;
3023 # per convention, we must escape ext_description lines
3025 &{$escape_function}(
3026 $self->mt('from invoice #[_1] on [_2]', $_, $base_invnums{$_})
3029 my $desc = $part_fee->itemdesc_locale($self->cust_main->locale);
3030 # but not escape the base description line
3033 { feepart => $cust_bill_pkg->feepart,
3034 amount => sprintf('%.2f', $cust_bill_pkg->setup + $cust_bill_pkg->recur),
3035 description => $desc,
3036 ext_description => \@ext_desc
3047 warn "$me _items_pkg searching for all package line items\n"
3050 my @cust_bill_pkg = $self->_items_nontax;
3052 warn "$me _items_pkg filtering line items\n"
3054 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3056 if ($options{section} && $options{section}->{condensed}) {
3058 warn "$me _items_pkg condensing section\n"
3062 local $Storable::canonical = 1;
3063 foreach ( @items ) {
3065 delete $item->{ref};
3066 delete $item->{ext_description};
3067 my $key = freeze($item);
3068 $itemshash{$key} ||= 0;
3069 $itemshash{$key} ++; # += $item->{quantity};
3071 @items = sort { $a->{description} cmp $b->{description} }
3072 map { my $i = thaw($_);
3073 $i->{quantity} = $itemshash{$_};
3075 sprintf( "%.2f", $i->{quantity} * $i->{amount} );#unit_amount
3081 warn "$me _items_pkg returning ". scalar(@items). " items\n"
3088 return 0 unless $a->itemdesc cmp $b->itemdesc;
3089 return -1 if $b->itemdesc eq 'Tax';
3090 return 1 if $a->itemdesc eq 'Tax';
3091 return -1 if $b->itemdesc eq 'Other surcharges';
3092 return 1 if $a->itemdesc eq 'Other surcharges';
3093 $a->itemdesc cmp $b->itemdesc;
3098 my @cust_bill_pkg = sort _taxsort grep { ! $_->pkgnum and ! $_->feepart }
3099 $self->cust_bill_pkg;
3100 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3102 if ( $self->conf->exists('always_show_tax') ) {
3103 my $itemdesc = $self->conf->config('always_show_tax') || 'Tax';
3104 if (0 == grep { $_->{description} eq $itemdesc } @items) {
3106 { 'description' => $itemdesc,
3113 =item _items_cust_bill_pkg CUST_BILL_PKGS OPTIONS
3115 Takes an arrayref of L<FS::cust_bill_pkg> objects, and returns a
3116 list of hashrefs describing the line items they generate on the invoice.
3118 OPTIONS may include:
3120 format: the invoice format.
3122 escape_function: the function used to escape strings.
3124 DEPRECATED? (expensive, mostly unused?)
3125 format_function: the function used to format CDRs.
3127 section: a hashref containing 'category' and/or 'locationnum'; if this
3128 is present, only returns line items that belong to that category and/or
3129 location (whichever is defined).
3131 multisection: a flag indicating that this is a multisection invoice,
3132 which does something complicated.
3134 preref_callback: coderef run for each line item, code should return HTML to be
3135 displayed before that line item (quotations only)
3137 Returns a list of hashrefs, each of which may contain:
3139 pkgnum, description, amount, unit_amount, quantity, pkgpart, _is_setup, and
3140 ext_description, which is an arrayref of detail lines to show below
3145 sub _items_cust_bill_pkg {
3147 my $conf = $self->conf;
3148 my $cust_bill_pkgs = shift;
3151 my $format = $opt{format} || '';
3152 my $escape_function = $opt{escape_function} || sub { shift };
3153 my $format_function = $opt{format_function} || '';
3154 my $no_usage = $opt{no_usage} || '';
3155 my $unsquelched = $opt{unsquelched} || ''; #unused
3156 my ($section, $locationnum, $category);
3157 if ( $opt{section} ) {
3158 $category = $opt{section}->{category};
3159 $locationnum = $opt{section}->{locationnum};
3161 my $summary_page = $opt{summary_page} || ''; #unused
3162 my $multisection = defined($category) || defined($locationnum);
3163 # this variable is the value of the config setting, not whether it applies
3164 # to this particular line item.
3165 my $discount_show_always = $conf->exists('discount-show-always');
3167 my $maxlength = $conf->config('cust_bill-latex_lineitem_maxlength') || 40;
3169 my $cust_main = $self->cust_main;#for per-agent cust_bill-line_item-ate_style
3171 # for location labels: use default location on the invoice date
3172 my $default_locationnum;
3173 if ( $self->custnum ) {
3175 my @h_search = FS::h_cust_main->sql_h_search($self->_date);
3176 $h_cust_main = qsearchs({
3177 'table' => 'h_cust_main',
3178 'hashref' => { custnum => $self->custnum },
3179 'extra_sql' => $h_search[1],
3180 'addl_from' => $h_search[3],
3182 $default_locationnum = $h_cust_main->ship_locationnum;
3183 } elsif ( $self->prospectnum ) {
3184 my $cust_location = qsearchs('cust_location',
3185 { prospectnum => $self->prospectnum,
3187 $default_locationnum = $cust_location->locationnum if $cust_location;
3190 my @b = (); # accumulator for the line item hashes that we'll return
3191 my ($s, $r, $u, $d) = ( undef, undef, undef, undef );
3192 # the 'current' line item hashes for setup, recur, usage, discount
3193 foreach my $cust_bill_pkg ( @$cust_bill_pkgs )
3195 # if the current line item is waiting to go out, and the one we're about
3196 # to start is not bundled, then push out the current one and start a new
3198 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3199 if ( $_ && !$cust_bill_pkg->hidden ) {
3200 $_->{amount} = sprintf( "%.2f", $_->{amount} );
3201 $_->{amount} =~ s/^\-0\.00$/0.00/;
3202 if (exists($_->{unit_amount})) {
3203 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3206 # we already decided to create this display line; don't reconsider it
3208 # if $_->{amount} != 0
3209 # || $discount_show_always
3210 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3211 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3217 if ( $locationnum ) {
3218 # this is a location section; skip packages that aren't at this
3220 next if $cust_bill_pkg->pkgnum == 0; # skips fees...
3221 next if $self->cust_pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum
3225 # Consider display records for this item to determine if it belongs
3226 # in this section. Note that if there are no display records, there
3227 # will be a default pseudo-record that includes all charge types
3228 # and has no section name.
3229 my @cust_bill_pkg_display = $cust_bill_pkg->can('cust_bill_pkg_display')
3230 ? $cust_bill_pkg->cust_bill_pkg_display
3231 : ( $cust_bill_pkg );
3233 warn "$me _items_cust_bill_pkg considering cust_bill_pkg ".
3234 $cust_bill_pkg->billpkgnum. ", pkgnum ". $cust_bill_pkg->pkgnum. "\n"
3237 if ( defined($category) ) {
3238 # then this is a package category section; process all display records
3239 # that belong to this section.
3240 @cust_bill_pkg_display = grep { $_->section eq $category }
3241 @cust_bill_pkg_display;
3243 # otherwise, process all display records that aren't usage summaries
3244 # (I don't think there should be usage summaries if you aren't using
3245 # category sections, but this is the historical behavior)
3246 @cust_bill_pkg_display = grep { !$_->summary }
3247 @cust_bill_pkg_display;
3250 my $classname = ''; # package class name, will fill in later
3252 foreach my $display (@cust_bill_pkg_display) {
3254 warn "$me _items_cust_bill_pkg considering cust_bill_pkg_display ".
3255 $display->billpkgdisplaynum. "\n"
3258 my $type = $display->type;
3260 my $desc = $cust_bill_pkg->desc( $cust_main ? $cust_main->locale : '' );
3261 $desc = substr($desc, 0, $maxlength). '...'
3262 if $format eq 'latex' && length($desc) > $maxlength;
3264 my %details_opt = ( 'format' => $format,
3265 'escape_function' => $escape_function,
3266 'format_function' => $format_function,
3267 'no_usage' => $opt{'no_usage'},
3270 if ( ref($cust_bill_pkg) eq 'FS::quotation_pkg' ) {
3271 # XXX this should be pulled out into quotation_pkg
3273 warn "$me _items_cust_bill_pkg cust_bill_pkg is quotation_pkg\n"
3275 # quotation_pkgs are never fees, so don't worry about the case where
3276 # part_pkg is undefined
3278 my @details = $cust_bill_pkg->details;
3280 # and I guess they're never bundled either?
3281 if ( $cust_bill_pkg->setup != 0 ) {
3282 my $description = $desc;
3283 $description .= ' Setup'
3284 if $cust_bill_pkg->recur != 0
3285 || $discount_show_always
3286 || $cust_bill_pkg->recur_show_zero;
3288 # keep it consistent, please
3290 'pkgnum' => $cust_bill_pkg->pkgpart, #so it displays in Ref
3291 'description' => $description,
3292 'amount' => sprintf("%.2f", $cust_bill_pkg->setup),
3293 'unit_amount' => sprintf("%.2f", $cust_bill_pkg->unitsetup),
3294 'quantity' => $cust_bill_pkg->quantity,
3295 'ext_description' => \@details,
3296 'preref_html' => ( $opt{preref_callback}
3297 ? &{ $opt{preref_callback} }( $cust_bill_pkg )
3302 if ( $cust_bill_pkg->recur != 0 ) {
3305 'pkgnum' => $cust_bill_pkg->pkgpart, #so it displays in Ref
3306 'description' => "$desc (". $cust_bill_pkg->part_pkg->freq_pretty.")",
3307 'amount' => sprintf("%.2f", $cust_bill_pkg->recur),
3308 'unit_amount' => sprintf("%.2f", $cust_bill_pkg->unitrecur),
3309 'quantity' => $cust_bill_pkg->quantity,
3310 'ext_description' => \@details,
3311 'preref_html' => ( $opt{preref_callback}
3312 ? &{ $opt{preref_callback} }( $cust_bill_pkg )
3318 } elsif ( $cust_bill_pkg->pkgnum > 0 ) {
3319 # a "normal" package line item (not a quotation, not a fee, not a tax)
3321 warn "$me _items_cust_bill_pkg cust_bill_pkg is non-tax\n"
3324 my $cust_pkg = $cust_bill_pkg->cust_pkg;
3325 my $part_pkg = $cust_pkg->part_pkg;
3327 # which pkgpart to show for display purposes?
3328 my $pkgpart = $cust_bill_pkg->pkgpart_override || $cust_pkg->pkgpart;
3330 # start/end dates for invoice formats that do nonstandard
3332 my %item_dates = ();
3333 %item_dates = map { $_ => $cust_bill_pkg->$_ } ('sdate', 'edate')
3334 unless $part_pkg->option('disable_line_item_date_ranges',1);
3336 # not normally used, but pass this to the template anyway
3337 $classname = $part_pkg->classname;
3339 if ( (!$type || $type eq 'S')
3340 && ( $cust_bill_pkg->setup != 0
3341 || $cust_bill_pkg->setup_show_zero
3342 || ($discount_show_always and $cust_bill_pkg->unitsetup > 0)
3347 warn "$me _items_cust_bill_pkg adding setup\n"
3350 # append the word 'Setup' to the setup line if there's going to be
3351 # a recur line for the same package (i.e. not a one-time charge)
3352 my $description = $desc;
3353 $description .= ' Setup'
3354 if $cust_bill_pkg->recur != 0
3355 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3356 || $cust_bill_pkg->recur_show_zero;
3358 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3360 if $part_pkg->is_prepaid #for prepaid, "display the validity period
3361 # triggered by the recurring charge freq
3363 && $cust_bill_pkg->recur == 0
3364 && ! $cust_bill_pkg->recur_show_zero;
3369 # always pass the svc_label through to the template, even if
3370 # not displaying it as an ext_description
3371 my @svc_labels = map &{$escape_function}($_),
3372 $cust_pkg->h_labels_short($self->_date, undef, 'I');
3374 $svc_label = $svc_labels[0];
3376 unless ( $cust_pkg->part_pkg->hide_svc_detail
3377 || $cust_bill_pkg->hidden )
3380 push @d, @svc_labels
3381 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3382 # show the location label if it's not the customer's default
3383 # location, and we're not grouping items by location already
3384 if ( $cust_pkg->locationnum != $default_locationnum
3385 and !defined($locationnum) ) {
3386 my $loc = $cust_pkg->location_label;
3387 $loc = substr($loc, 0, $maxlength). '...'
3388 if $format eq 'latex' && length($loc) > $maxlength;
3389 push @d, &{$escape_function}($loc);
3392 } #unless hiding service details
3394 push @d, $cust_bill_pkg->details(%details_opt)
3395 if $cust_bill_pkg->recur == 0;
3397 if ( $cust_bill_pkg->hidden ) {
3398 $s->{amount} += $cust_bill_pkg->setup;
3399 $s->{unit_amount} += $cust_bill_pkg->unitsetup;
3400 push @{ $s->{ext_description} }, @d;
3404 description => $description,
3405 pkgpart => $pkgpart,
3406 pkgnum => $cust_bill_pkg->pkgnum,
3407 amount => $cust_bill_pkg->setup,
3408 setup_show_zero => $cust_bill_pkg->setup_show_zero,
3409 unit_amount => $cust_bill_pkg->unitsetup,
3410 quantity => $cust_bill_pkg->quantity,
3411 ext_description => \@d,
3412 svc_label => ($svc_label || ''),
3413 locationnum => $cust_pkg->locationnum, # sure, why not?
3419 # should we show a recur line?
3420 # if type eq 'S', then NO, because we've been told not to.
3421 # otherwise, show the recur line if:
3422 # - there's a recurring charge
3423 # - or recur_show_zero is on
3424 # - or there's a positive unitrecur (so it's been discounted to zero)
3425 # and discount-show-always is on
3426 if ( ( !$type || $type eq 'R' || $type eq 'U' )
3428 $cust_bill_pkg->recur != 0
3430 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3431 || $cust_bill_pkg->recur_show_zero
3436 warn "$me _items_cust_bill_pkg adding recur/usage\n"
3439 my $is_summary = $display->summary;
3440 my $description = $desc;
3441 if ( $type eq 'U' and defined($r) ) {
3442 # don't just show the same description as the recur line
3443 $description = $self->mt('Usage charges');
3446 my $part_pkg = $cust_pkg->part_pkg;
3448 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3452 my @seconds = (); # for display of usage info
3455 #at least until cust_bill_pkg has "past" ranges in addition to
3456 #the "future" sdate/edate ones... see #3032
3457 my @dates = ( $self->_date );
3458 my $prev = $cust_bill_pkg->previous_cust_bill_pkg;
3459 push @dates, $prev->sdate if $prev;
3460 push @dates, undef if !$prev;
3462 my @svc_labels = map &{$escape_function}($_),
3463 $cust_pkg->h_labels_short(@dates, 'I');
3464 $svc_label = $svc_labels[0];
3466 # show service labels, unless...
3467 # the package is set not to display them
3468 unless ( $part_pkg->hide_svc_detail
3469 # or this is a tax-like line item
3470 || $cust_bill_pkg->itemdesc
3471 # or this is a hidden (bundled) line item
3472 || $cust_bill_pkg->hidden
3473 # or this is a usage summary line
3474 || $is_summary && $type && $type eq 'U'
3475 # or this is a usage line and there's a recurring line
3476 # for the package in the same section (which will
3477 # have service labels already)
3478 || ($type eq 'U' and defined($r))
3482 warn "$me _items_cust_bill_pkg adding service details\n"
3485 push @d, @svc_labels
3486 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3487 warn "$me _items_cust_bill_pkg done adding service details\n"
3490 # show the location label if it's not the customer's default
3491 # location, and we're not grouping items by location already
3492 if ( $cust_pkg->locationnum != $default_locationnum
3493 and !defined($locationnum) ) {
3494 my $loc = $cust_pkg->location_label;
3495 $loc = substr($loc, 0, $maxlength). '...'
3496 if $format eq 'latex' && length($loc) > $maxlength;
3497 push @d, &{$escape_function}($loc);
3500 # Display of seconds_since_sqlradacct:
3501 # On the invoice, when processing @detail_items, look for a field
3502 # named 'seconds'. This will contain total seconds for each
3503 # service, in the same order as @ext_description. For services
3504 # that don't support this it will show undef.
3505 if ( $conf->exists('svc_acct-usage_seconds')
3506 and ! $cust_bill_pkg->pkgpart_override ) {
3507 foreach my $cust_svc (
3508 $cust_pkg->h_cust_svc(@dates, 'I')
3511 # eval because not having any part_export_usage exports
3512 # is a fatal error, last_bill/_date because that's how
3513 # sqlradius_hour billing does it
3515 $cust_svc->seconds_since_sqlradacct($dates[1] || 0, $dates[0]);
3517 push @seconds, $sec;
3519 } #if svc_acct-usage_seconds
3521 } # if we are showing service labels
3523 unless ( $is_summary ) {
3524 warn "$me _items_cust_bill_pkg adding details\n"
3527 #instead of omitting details entirely in this case (unwanted side
3528 # effects), just omit CDRs
3529 $details_opt{'no_usage'} = 1
3530 if $type && $type eq 'R';
3532 push @d, $cust_bill_pkg->details(%details_opt);
3535 warn "$me _items_cust_bill_pkg calculating amount\n"
3540 $amount = $cust_bill_pkg->recur;
3541 } elsif ($type eq 'R') {
3542 $amount = $cust_bill_pkg->recur - $cust_bill_pkg->usage;
3543 } elsif ($type eq 'U') {
3544 $amount = $cust_bill_pkg->usage;
3547 if ( !$type || $type eq 'R' ) {
3549 warn "$me _items_cust_bill_pkg adding recur\n"
3553 ( $cust_bill_pkg->unitrecur > 0 ) ? $cust_bill_pkg->unitrecur
3556 if ( $cust_bill_pkg->hidden ) {
3557 $r->{amount} += $amount;
3558 $r->{unit_amount} += $unit_amount;
3559 push @{ $r->{ext_description} }, @d;
3562 description => $description,
3563 pkgpart => $pkgpart,
3564 pkgnum => $cust_bill_pkg->pkgnum,
3566 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3567 unit_amount => $unit_amount,
3568 quantity => $cust_bill_pkg->quantity,
3570 ext_description => \@d,
3571 svc_label => ($svc_label || ''),
3572 locationnum => $cust_pkg->locationnum,
3574 $r->{'seconds'} = \@seconds if grep {defined $_} @seconds;
3577 } else { # $type eq 'U'
3579 warn "$me _items_cust_bill_pkg adding usage\n"
3582 if ( $cust_bill_pkg->hidden and defined($u) ) {
3583 # if this is a hidden package and there's already a usage
3584 # line for the bundle, add this package's total amount and
3585 # usage details to it
3586 $u->{amount} += $amount;
3587 push @{ $u->{ext_description} }, @d;
3588 } elsif ( $amount ) {
3589 # create a new usage line
3591 description => $description,
3592 pkgpart => $pkgpart,
3593 pkgnum => $cust_bill_pkg->pkgnum,
3596 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3598 ext_description => \@d,
3599 locationnum => $cust_pkg->locationnum,
3601 } # else this has no usage, so don't create a usage section
3604 } # recurring or usage with recurring charge
3606 } else { # taxes and fees
3608 warn "$me _items_cust_bill_pkg cust_bill_pkg is tax\n"
3611 # items of this kind should normally not have sdate/edate.
3613 'description' => $desc,
3614 'amount' => sprintf('%.2f', $cust_bill_pkg->setup
3615 + $cust_bill_pkg->recur)
3618 } # if quotation / package line item / other line item
3620 # decide whether to show active discounts here
3622 # case 1: we are showing a single line for the package
3624 # case 2: we are showing a setup line for a package that has
3625 # no base recurring fee
3626 or ( $type eq 'S' and $cust_bill_pkg->unitrecur == 0 )
3627 # case 3: we are showing a recur line for a package that has
3628 # a base recurring fee
3629 or ( $type eq 'R' and $cust_bill_pkg->unitrecur > 0 )
3632 my $item_discount = $cust_bill_pkg->_item_discount;
3633 if ( $item_discount ) {
3634 # $item_discount->{amount} is negative
3636 if ( $d and $cust_bill_pkg->hidden ) {
3637 $d->{amount} += $item_discount->{amount};
3639 $d = $item_discount;
3640 $_ = &{$escape_function}($_) foreach @{ $d->{ext_description} };
3643 # update the active line (before the discount) to show the
3644 # original price (whether this is a hidden line or not)
3646 # quotation discounts keep track of setup and recur; invoice
3647 # discounts currently don't
3648 if ( exists $item_discount->{setup_amount} ) {
3650 $s->{amount} -= $item_discount->{setup_amount} if $s;
3651 $r->{amount} -= $item_discount->{recur_amount} if $r;
3655 # $active_line is the line item hashref for the line that will
3656 # show the original price
3657 # (use the recur or single line for the package, unless we're
3658 # showing a setup line for a package with no recurring fee)
3659 my $active_line = $r;
3660 if ( $type eq 'S' ) {
3663 $active_line->{amount} -= $item_discount->{amount};
3667 } # if there are any discounts
3668 } # if this is an appropriate place to show discounts
3670 } # foreach $display
3674 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3676 $_->{amount} = sprintf( "%.2f", $_->{amount} ),
3677 if exists($_->{amount});
3678 $_->{amount} =~ s/^\-0\.00$/0.00/;
3679 if (exists($_->{unit_amount})) {
3680 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3684 #if $_->{amount} != 0
3685 # || $discount_show_always
3686 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3687 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3691 warn "$me _items_cust_bill_pkg done considering cust_bill_pkgs\n"
3698 =item _items_discounts_avail
3700 Returns an array of line item hashrefs representing available term discounts
3701 for this invoice. This makes the same assumptions that apply to term
3702 discounts in general: that the package is billed monthly, at a flat rate,
3703 with no usage charges. A prorated first month will be handled, as will
3704 a setup fee if the discount is allowed to apply to setup fees.
3708 sub _items_discounts_avail {
3711 #maybe move this method from cust_bill when quotations support discount_plans
3712 return () unless $self->can('discount_plans');
3713 my %plans = $self->discount_plans;
3715 my $list_pkgnums = 0; # if any packages are not eligible for all discounts
3716 $list_pkgnums = grep { $_->list_pkgnums } values %plans;
3720 my $plan = $plans{$months};
3722 my $term_total = sprintf('%.2f', $plan->discounted_total);
3723 my $percent = sprintf('%.0f',
3724 100 * (1 - $term_total / $plan->base_total) );
3725 my $permonth = sprintf('%.2f', $term_total / $months);
3726 my $detail = $self->mt('discount on item'). ' '.
3727 join(', ', map { "#$_" } $plan->pkgnums)
3730 # discounts for non-integer months don't work anyway
3731 $months = sprintf("%d", $months);
3734 description => $self->mt('Save [_1]% by paying for [_2] months',
3736 amount => $self->mt('[_1] ([_2] per month)',
3737 $term_total, $money_char.$permonth),
3738 ext_description => ($detail || ''),
3741 sort { $b <=> $a } keys %plans;