1 package FS::Template_Mixin;
4 use vars qw( $DEBUG $me
9 use vars qw( $invoice_lines @buf ); #yuck
10 use List::Util qw(sum); #can't import first, it conflicts with cust_main.first
13 use Time::Local qw( timelocal );
14 use Text::Template 1.20;
16 use Archive::Zip qw( :ERROR_CODES :CONSTANTS );
21 use FS::Misc qw( send_email );
22 use FS::Record qw( qsearch qsearchs );
24 use FS::Misc qw( generate_ps generate_pdf );
31 $me = '[FS::Template_Mixin]';
32 FS::UID->install_callback( sub {
33 my $conf = new FS::Conf; #global
34 $money_char = $conf->config('money_char') || '$';
35 $date_format = $conf->config('date_format') || '%x'; #/YY
40 Returns a configuration handle (L<FS::Conf>) set to the customer's locale.
42 If the "mode" pseudo-field is set on the object, the configuration handle
43 will be an L<FS::invoice_conf> for that invoice mode (and the customer's
50 my $mode = $self->get('mode');
51 if ($self->{_conf} and !defined($mode)) {
52 return $self->{_conf};
55 my $cust_main = $self->cust_main;
56 my $locale = $cust_main ? $cust_main->locale : '';
59 if ( ref $mode and $mode->isa('FS::invoice_mode') ) {
60 $mode = $mode->modenum;
61 } elsif ( $mode =~ /\D/ ) {
62 die "invalid invoice mode $mode";
64 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => $locale });
66 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => '' });
67 # it doesn't have a locale, but system conf still might
68 $conf->set('locale' => $locale) if $conf;
71 # if $mode is unspecified, or if there is no invoice_conf matching this mode
72 # and locale, then use the system config only (but with the locale)
73 $conf ||= FS::Conf->new({ 'locale' => $locale });
75 return $self->{_conf} = $conf;
78 =item print_text OPTIONS
80 Returns an text invoice, as a list of lines.
82 Options can be passed as a hash.
84 I<time>, if specified, is used to control the printing of overdue messages. The
85 default is now. It isn't the date of the invoice; that's the `_date' field.
86 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
87 L<Time::Local> and L<Date::Parse> for conversion functions.
89 I<template>, if specified, is the name of a suffix for alternate invoices.
91 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
99 %params = %{ shift() };
104 $params{'format'} = 'template'; # for some reason
106 $self->print_generic( %params );
109 =item print_latex HASHREF
111 Internal method - returns a filename of a filled-in LaTeX template for this
112 invoice (Note: add ".tex" to get the actual filename), and a filename of
113 an associated logo (with the .eps extension included).
115 See print_ps and print_pdf for methods that return PostScript and PDF output.
117 Options can be passed as a hash.
119 I<time>, if specified, is used to control the printing of overdue messages. The
120 default is now. It isn't the date of the invoice; that's the `_date' field.
121 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
122 L<Time::Local> and L<Date::Parse> for conversion functions.
124 I<template>, if specified, is the name of a suffix for alternate invoices.
125 This is strongly deprecated; see L<FS::invoice_conf> for the right way to
126 customize invoice templates for different purposes.
128 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
137 %params = %{ shift() };
142 $params{'format'} = 'latex';
143 my $conf = $self->conf;
145 # this needs to go away
146 my $template = $params{'template'};
147 # and this especially
148 $template ||= $self->_agent_template
149 if $self->can('_agent_template');
152 $self->set('mode', $params{mode})
155 my $pkey = $self->primary_key;
156 my $tmp_template = $self->table. '.'. $self->$pkey. '.XXXXXXXX';
158 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
159 my $lh = new File::Temp(
160 TEMPLATE => $tmp_template,
164 ) or die "can't open temp file: $!\n";
166 my $agentnum = $self->agentnum;
168 if ( $template && $conf->exists("logo_${template}.eps", $agentnum) ) {
169 print $lh $conf->config_binary("logo_${template}.eps", $agentnum)
170 or die "can't write temp file: $!\n";
172 print $lh $conf->config_binary('logo.eps', $agentnum)
173 or die "can't write temp file: $!\n";
176 $params{'logo_file'} = $lh->filename;
178 if( $conf->exists('invoice-barcode')
179 && $self->can('invoice_barcode')
180 && $self->invnum ) { # don't try to barcode statements
181 my $png_file = $self->invoice_barcode($dir);
182 my $eps_file = $png_file;
183 $eps_file =~ s/\.png$/.eps/g;
184 $png_file =~ /(barcode.*png)/;
186 $eps_file =~ /(barcode.*eps)/;
189 my $curr_dir = cwd();
191 # after painfuly long experimentation, it was determined that sam2p won't
192 # accept : and other chars in the path, no matter how hard I tried to
193 # escape them, hence the chdir (and chdir back, just to be safe)
194 system('sam2p', '-j:quiet', $png_file, 'EPS:', $eps_file ) == 0
195 or die "sam2p failed: $!\n";
199 $params{'barcode_file'} = $eps_file;
202 my @filled_in = $self->print_generic( %params );
204 my $fh = new File::Temp( TEMPLATE => $tmp_template,
208 ) or die "can't open temp file: $!\n";
209 binmode($fh, ':utf8'); # language support
210 print $fh join('', @filled_in );
213 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
214 return ($1, $params{'logo_file'}, $params{'barcode_file'});
220 my $cust_main = $self->cust_main;
221 $cust_main ? $cust_main->agentnum : $self->prospect_main->agentnum;
224 =item print_generic OPTION => VALUE ...
226 Internal method - returns a filled-in template for this invoice as a scalar.
228 See print_ps and print_pdf for methods that return PostScript and PDF output.
236 The B<format> option is required and should be set to html, latex (print and PDF) or template (plaintext).
246 Overrides "Invoice" as the name of the sent document.
250 Used to control the printing of overdue messages. The
251 default is now. It isn't the date of the invoice; that's the `_date' field.
252 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
253 L<Time::Local> and L<Date::Parse> for conversion functions.
257 Logo file (path to temporary EPS file on the local filesystem)
261 CID for inline (emailed) images (logo)
265 Override customer's locale
269 Overrides any per customer cdr squelching when true
273 Supress the (invoice, quotation, statement, etc.) number
281 Supress the payment coupon
285 Barcode file (path to temporary EPS file on the local filesystem)
289 Flag indicating the barcode image should be a link (normal HTML dipaly)
293 Barcode CID for inline (emailed) images
295 =item preref_callback
297 Coderef run for each line item, code should return HTML to be displayed
298 before that line item (quotations only)
302 Dprecated. Used as a suffix for a configuration template. Please
303 don't use this, it deprecated in favor of more flexible alternatives.
309 #what's with all the sprintf('%10.2f')'s in here? will it cause any
310 # (alignment in text invoice?) problems to change them all to '%.2f' ?
311 # yes: fixed width/plain text printing will be borked
313 my( $self, %params ) = @_;
314 my $conf = $self->conf;
316 my $today = $params{today} ? $params{today} : time;
317 warn "$me print_generic called on $self with suffix $params{template}\n"
320 my $format = $params{format};
321 die "Unknown format: $format"
322 unless $format =~ /^(latex|html|template)$/;
324 my $cust_main = $self->cust_main || $self->prospect_main;
326 my $locale = $params{'locale'} || $cust_main->locale;
328 my %delimiters = ( 'latex' => [ '[@--', '--@]' ],
329 'html' => [ '<%=', '%>' ],
330 'template' => [ '{', '}' ],
333 warn "$me print_generic creating template\n"
336 # set the notice name here, and nowhere else.
337 my $notice_name = $params{notice_name}
338 || $conf->config('notice_name')
339 || $self->notice_name;
342 my $template = $params{template} ? $params{template} : $self->_agent_template;
343 my $templatefile = $self->template_conf. $format;
344 $templatefile .= "_$template"
345 if length($template) && $conf->exists($templatefile."_$template");
348 my @invoice_template = map "$_\n", $conf->config($templatefile)
349 or die "cannot load config data $templatefile";
351 if ( $format eq 'latex' && grep { /^%%Detail/ } @invoice_template ) {
352 #change this to a die when the old code is removed
353 # it's been almost ten years, changing it to a die
354 die "old-style invoice template $templatefile; ".
355 "patch with conf/invoice_latex.diff or use new conf/invoice_latex*\n";
356 #$old_latex = 'true';
357 #@invoice_template = _translate_old_latex_format(@invoice_template);
360 warn "$me print_generic creating T:T object\n"
363 my $text_template = new Text::Template(
365 SOURCE => \@invoice_template,
366 DELIMITERS => $delimiters{$format},
369 warn "$me print_generic compiling T:T object\n"
372 $text_template->compile()
373 or die "Can't compile $templatefile: $Text::Template::ERROR\n";
376 # additional substitution could possibly cause breakage in existing templates
379 'notes' => sub { map "$_", @_ },
380 'footer' => sub { map "$_", @_ },
381 'smallfooter' => sub { map "$_", @_ },
382 'returnaddress' => sub { map "$_", @_ },
383 'coupon' => sub { map "$_", @_ },
384 'summary' => sub { map "$_", @_ },
390 s/%%(.*)$/<!-- $1 -->/g;
391 s/\\section\*\{\\textsc\{(.)(.*)\}\}/<p><b><font size="+1">$1<\/font>\U$2<\/b>/g;
392 s/\\begin\{enumerate\}/<ol>/g;
394 s/\\end\{enumerate\}/<\/ol>/g;
395 s/\\textbf\{(.*)\}/<b>$1<\/b>/g;
404 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
406 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
412 s/\\hyphenation\{[\w\s\-]+}//;
417 'coupon' => sub { "" },
418 'summary' => sub { "" },
425 s/\\section\*\{\\textsc\{(.*)\}\}/\U$1/g;
426 s/\\begin\{enumerate\}//g;
428 s/\\end\{enumerate\}//g;
429 s/\\textbf\{(.*)\}/$1/g;
436 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
438 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
443 s/\\\\\*?\s*$/\n/; # dubious
444 s/\\hyphenation\{[\w\s\-]+}//;
448 'coupon' => sub { "" },
449 'summary' => sub { "" },
454 # hashes for differing output formats
455 my %nbsps = ( 'latex' => '~',
456 'html' => '', # '&nbps;' would be nice
457 'template' => '', # not used
459 my $nbsp = $nbsps{$format};
461 my %escape_functions = ( 'latex' => \&_latex_escape,
462 'html' => \&_html_escape_nbsp,#\&encode_entities,
463 'template' => sub { shift },
465 my $escape_function = $escape_functions{$format};
466 my $escape_function_nonbsp = ($format eq 'html')
467 ? \&_html_escape : $escape_function;
469 my %newline_tokens = ( 'latex' => '\\\\',
473 my $newline_token = $newline_tokens{$format};
475 warn "$me generating template variables\n"
478 # generate template variables
482 defined( $conf->config_orbase( "invoice_${format}returnaddress",
486 && length( $conf->config_orbase( "invoice_${format}returnaddress",
492 $returnaddress = join("\n",
493 $conf->config_orbase("invoice_${format}returnaddress", $template)
497 $conf->config_orbase('invoice_latexreturnaddress', $template) ) {
499 my $convert_map = $convert_maps{$format}{'returnaddress'};
502 &$convert_map( $conf->config_orbase( "invoice_latexreturnaddress",
507 } elsif ( grep /\S/, $conf->config('company_address', $cust_main->agentnum) ) {
509 my $convert_map = $convert_maps{$format}{'returnaddress'};
510 $returnaddress = join( "\n", &$convert_map(
511 map { s/( {2,})/'~' x length($1)/eg;
515 ( $conf->config('company_name', $cust_main->agentnum),
516 $conf->config('company_address', $cust_main->agentnum),
523 my $warning = "Couldn't find a return address; ".
524 "do you need to set the company_address configuration value?";
526 $returnaddress = $nbsp;
527 #$returnaddress = $warning;
531 warn "$me generating invoice data\n"
534 my $agentnum = $cust_main->agentnum;
539 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
540 'company_address' => join("\n", $conf->config('company_address', $agentnum) ). "\n",
541 'company_phonenum'=> scalar( $conf->config('company_phonenum', $agentnum) ),
542 'returnaddress' => $returnaddress,
543 'agent' => &$escape_function($cust_main->agent->agent),
545 #invoice/quotation info
546 'no_number' => $params{'no_number'},
547 'invnum' => ( $params{'no_number'} ? '' : $self->invnum ),
548 'quotationnum' => $self->quotationnum,
549 'no_date' => $params{'no_date'},
550 '_date' => ( $params{'no_date'} ? '' : $self->_date ),
551 # workaround for inconsistent behavior in the early plain text
552 # templates; see RT#28271
553 'date' => ( $params{'no_date'}
555 : ($format eq 'template'
557 : $self->time2str_local('long', $self->_date, $format)
560 'today' => $self->time2str_local('long', $today, $format),
561 'terms' => $self->terms,
562 'template' => $template, #params{'template'},
563 'notice_name' => $notice_name, # escape?
564 'current_charges' => sprintf("%.2f", $self->charged),
565 'duedate' => $self->due_date2str('rdate'), #date_format?
566 'duedate_long' => $self->due_date2str('long'),
569 'custnum' => $cust_main->display_custnum,
570 'prospectnum' => $cust_main->prospectnum,
571 'agent_custid' => &$escape_function($cust_main->agent_custid),
572 ( map { $_ => &$escape_function($cust_main->$_()) }
573 qw( company address1 address2 city state zip fax )
575 'payname' => &$escape_function( $cust_main->invoice_attn
576 || $cust_main->contact_firstlast ),
579 'ship_enable' => $cust_main->invoice_ship_address || $conf->exists('invoice-ship_address'),
580 'unitprices' => $conf->exists('invoice-unitprice'),
581 'smallernotes' => $conf->exists('invoice-smallernotes'),
582 'smallerfooter' => $conf->exists('invoice-smallerfooter'),
583 'balance_due_below_line' => $conf->exists('balance_due_below_line'),
585 #layout info -- would be fancy to calc some of this and bury the template
587 'topmargin' => scalar($conf->config('invoice_latextopmargin', $agentnum)),
588 'headsep' => scalar($conf->config('invoice_latexheadsep', $agentnum)),
589 'textheight' => scalar($conf->config('invoice_latextextheight', $agentnum)),
590 'extracouponspace' => scalar($conf->config('invoice_latexextracouponspace', $agentnum)),
591 'couponfootsep' => scalar($conf->config('invoice_latexcouponfootsep', $agentnum)),
592 'verticalreturnaddress' => $conf->exists('invoice_latexverticalreturnaddress', $agentnum),
593 'addresssep' => scalar($conf->config('invoice_latexaddresssep', $agentnum)),
594 'amountenclosedsep' => scalar($conf->config('invoice_latexcouponamountenclosedsep', $agentnum)),
595 'coupontoaddresssep' => scalar($conf->config('invoice_latexcoupontoaddresssep', $agentnum)),
596 'addcompanytoaddress' => $conf->exists('invoice_latexcouponaddcompanytoaddress', $agentnum),
598 # better hang on to conf_dir for a while (for old templates)
599 'conf_dir' => "$FS::UID::conf_dir/conf.$FS::UID::datasrc",
601 #these are only used when doing paged plaintext
607 #quotations have $name
608 $invoice_data{'name'} = $invoice_data{'payname'};
611 $invoice_data{'emt'} = sub { &$escape_function($self->mt(@_)) };
612 # prototype here to silence warnings
613 $invoice_data{'time2str'} = sub ($;$$) { $self->time2str_local(@_, $format) };
615 my $min_sdate = 999999999999;
617 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
618 next unless $cust_bill_pkg->pkgnum > 0;
619 $min_sdate = $cust_bill_pkg->sdate
620 if length($cust_bill_pkg->sdate) && $cust_bill_pkg->sdate < $min_sdate;
621 $max_edate = $cust_bill_pkg->edate
622 if length($cust_bill_pkg->edate) && $cust_bill_pkg->edate > $max_edate;
625 $invoice_data{'bill_period'} = '';
626 $invoice_data{'bill_period'} =
627 $self->time2str_local('%e %h', $min_sdate, $format)
629 $self->time2str_local('%e %h', $max_edate, $format)
630 if ($max_edate != 0 && $min_sdate != 999999999999);
632 $invoice_data{finance_section} = '';
633 if ( $conf->config('finance_pkgclass') ) {
635 qsearchs('pkg_class', { classnum => $conf->config('finance_pkgclass') });
636 $invoice_data{finance_section} = $pkg_class->categoryname;
638 $invoice_data{finance_amount} = '0.00';
639 $invoice_data{finance_section} ||= 'Finance Charges'; #avoid config confusion
641 my $countrydefault = $conf->config('countrydefault') || 'US';
642 foreach ( qw( address1 address2 city state zip country fax) ){
643 my $method = 'ship_'.$_;
644 $invoice_data{"ship_$_"} = $escape_function->($cust_main->$method);
646 if ( length($cust_main->ship_company) ) {
647 $invoice_data{'ship_company'} = $escape_function->($cust_main->ship_company);
649 $invoice_data{'ship_company'} = $escape_function->($cust_main->company);
651 $invoice_data{'ship_contact'} = $escape_function->($cust_main->contact);
652 $invoice_data{'ship_country'} = ''
653 if ( $invoice_data{'ship_country'} eq $countrydefault );
655 $invoice_data{'cid'} = $params{'cid'}
658 if ( $cust_main->country eq $countrydefault ) {
659 $invoice_data{'country'} = '';
661 $invoice_data{'country'} = &$escape_function($cust_main->bill_country_full);
665 $invoice_data{'address'} = \@address;
667 $invoice_data{'payname'}.
668 ( $cust_main->po_number
669 ? " (P.O. #". $cust_main->po_number. ")"
673 push @address, $cust_main->company
674 if $cust_main->company;
675 push @address, $cust_main->address1;
676 push @address, $cust_main->address2
677 if $cust_main->address2;
679 $cust_main->city. ", ". $cust_main->state. " ". $cust_main->zip;
680 push @address, $invoice_data{'country'}
681 if $invoice_data{'country'};
683 while (scalar(@address) < 5);
685 $invoice_data{'logo_file'} = $params{'logo_file'}
686 if $params{'logo_file'};
687 $invoice_data{'barcode_file'} = $params{'barcode_file'}
688 if $params{'barcode_file'};
689 $invoice_data{'barcode_img'} = $params{'barcode_img'}
690 if $params{'barcode_img'};
691 $invoice_data{'barcode_cid'} = $params{'barcode_cid'}
692 if $params{'barcode_cid'};
694 my( $pr_total, @pr_cust_bill ) = $self->previous; #previous balance
695 # my( $cr_total, @cr_cust_credit ) = $self->cust_credit; #credits
696 #my $balance_due = $self->owed + $pr_total - $cr_total;
697 my $balance_due = $self->owed;
698 if ( $self->enable_previous ) {
699 $balance_due += $pr_total;
701 # otherwise the previous balance is not shown, so including it in the
702 # balance due is just confusing
704 # the sum of amount owed on all invoices
705 # (this is used in the summary & on the payment coupon)
706 $invoice_data{'balance'} = sprintf("%.2f", $balance_due);
708 # flag telling this invoice to have a first-page summary
709 my $summarypage = '';
711 if ( $self->custnum && $self->invnum ) {
712 # XXX should be an FS::cust_bill method to set the defaults, instead
713 # of checking the type here
715 # info from customer's last invoice before this one, for some
717 $invoice_data{'last_bill'} = {};
719 my $last_bill = $self->previous_bill;
722 # "balance_date_range" unfortunately is unsuitable for this, since it
723 # cares about application dates. We want to know the sum of all
724 # _top-level transactions_ dated before the last invoice.
726 # still do this for the "Previous Balance" line of the summary block
728 map "$_ WHERE _date <= ? AND custnum = ?", (
729 "SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill",
730 "SELECT -1 * COALESCE( SUM(amount), 0 ) FROM cust_credit",
731 "SELECT -1 * COALESCE( SUM(paid), 0 ) FROM cust_pay",
732 "SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund",
735 # the customer's current balance immediately after generating the last
738 my $last_bill_balance = $last_bill->charged;
740 my $delta = FS::Record->scalar_sql(
742 $last_bill->_date - 1,
745 $last_bill_balance += $delta;
748 $last_bill_balance = sprintf("%.2f", $last_bill_balance);
750 warn sprintf("LAST BILL: INVNUM %d, DATE %s, BALANCE %.2f\n\n",
752 $self->time2str_local('%D', $last_bill->_date),
755 # ("true_previous_balance" is a terrible name, but at least it's no
756 # longer stored in the database)
757 $invoice_data{'true_previous_balance'} = $last_bill_balance;
759 # Now, get all applications of credits/payments dated on or after the
760 # previous bill, to invoices before the current bill. (The
761 # credit/payment date restriction prevents these from intersecting
762 # the "Previous Balance" set.)
763 # These are "adjustments". The past due balance will be shown as
764 # Previous Balance - Adjustments.
767 "SELECT COALESCE(SUM(y.amount),0) FROM $_ JOIN cust_bill USING (invnum)
768 WHERE cust_bill._date < ?
770 AND cust_bill.custnum = ?"
771 } "cust_credit AS x JOIN cust_credit_bill y USING (crednum)",
772 "cust_pay AS x JOIN cust_bill_pay y USING (paynum)"
775 my $delta = FS::Record->scalar_sql(
781 $adjustments += $delta;
783 $invoice_data{'balance_adjustments'} = sprintf("%.2f", $adjustments);
785 warn sprintf("BALANCE ADJUSTMENTS: %.2f\n\n",
786 $invoice_data{'balance_adjustments'}
789 # the sum of amount owed on all previous invoices
790 # ($pr_total is used elsewhere but not as $previous_balance)
791 $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
793 $invoice_data{'last_bill'}{'_date'} = $last_bill->_date; #unformatted
794 my (@payments, @credits);
795 # for formats that itemize previous payments
796 foreach my $cust_pay ( qsearch('cust_pay', {
797 'custnum' => $self->custnum,
798 '_date' => { op => '>=',
799 value => $last_bill->_date }
802 next if $cust_pay->_date > $self->_date;
804 '_date' => $cust_pay->_date,
805 'date' => $self->time2str_local('long', $cust_pay->_date, $format),
806 'payinfo' => $cust_pay->payby_payinfo_pretty,
807 'amount' => sprintf('%.2f', $cust_pay->paid),
809 # not concerned about applications
811 foreach my $cust_credit ( qsearch('cust_credit', {
812 'custnum' => $self->custnum,
813 '_date' => { op => '>=',
814 value => $last_bill->_date }
817 next if $cust_credit->_date > $self->_date;
819 '_date' => $cust_credit->_date,
820 'date' => $self->time2str_local('long', $cust_credit->_date, $format),
821 'creditreason'=> $cust_credit->reason,
822 'amount' => sprintf('%.2f', $cust_credit->amount),
825 $invoice_data{'previous_payments'} = \@payments;
826 $invoice_data{'previous_credits'} = \@credits;
828 # there is no $last_bill
829 $invoice_data{'true_previous_balance'} =
830 $invoice_data{'balance_adjustments'} =
831 $invoice_data{'previous_balance'} = '0.00';
832 $invoice_data{'previous_payments'} = [];
833 $invoice_data{'previous_credits'} = [];
836 if ( $conf->exists('invoice_usesummary', $agentnum) ) {
837 $invoice_data{'summarypage'} = $summarypage = 1;
840 } # if this is an invoice
842 warn "$me substituting variables in notes, footer, smallfooter\n"
845 my $tc = $self->template_conf;
846 my @include = ( [ $tc, 'notes' ],
847 [ 'invoice_', 'footer' ],
848 [ 'invoice_', 'smallfooter', ],
849 [ 'invoice_', 'watermark' ],
851 push @include, [ $tc, 'coupon', ]
852 unless $params{'no_coupon'};
854 foreach my $i (@include) {
856 # load the configuration for this sub-template
858 my($base, $include) = @$i;
860 my $inc_file = $conf->key_orbase("$base$format$include", $template);
862 my @inc_src = $conf->config($inc_file, $agentnum);
864 my $converter = $convert_maps{$format}{$include};
866 # then attempt to convert LaTeX to the requested format
867 $inc_file = $conf->key_orbase($base.'latex'.$include, $template);
868 @inc_src = &$converter( $conf->config($inc_file, $agentnum) );
870 # this isn't included in the convert_maps
871 my ($open, $close) = @{ $delimiters{$format} };
876 } # else @inc_src is empty and that's fine
878 # make a Text::Template out of it
880 my $inc_tt = new Text::Template (
882 SOURCE => [ map "$_\n", @inc_src ],
883 DELIMITERS => $delimiters{$format},
884 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
886 unless ( $inc_tt->compile() ) {
887 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
888 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
894 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
896 $invoice_data{$include} =~ s/\n+$//
897 if ($format eq 'latex');
900 # if (well, probably when) we still need PO numbers in the brave new world of
901 # 4.x, then we'll have to add them back as their own customer fields
902 # # let invoices use either of these as needed
903 # $invoice_data{'po_num'} = ($cust_main->payby eq 'BILL')
904 # ? $cust_main->payinfo : '';
905 # $invoice_data{'po_line'} =
906 # ( $cust_main->payby eq 'BILL' && $cust_main->payinfo )
907 # ? &$escape_function($self->mt("Purchase Order #").$cust_main->payinfo)
910 my %money_chars = ( 'latex' => '',
911 'html' => $conf->config('money_char') || '$',
914 my $money_char = $money_chars{$format};
917 my %other_money_chars = ( 'latex' => '\dollar ',#XXX should be a config too
918 'html' => $conf->config('money_char') || '$',
921 my $other_money_char = $other_money_chars{$format};
922 $invoice_data{'dollar'} = $other_money_char;
924 my %minus_signs = ( 'latex' => '$-$',
926 'template' => '- ' );
927 my $minus = $minus_signs{$format};
929 my @detail_items = ();
930 my @total_items = ();
934 $invoice_data{'detail_items'} = \@detail_items;
935 $invoice_data{'total_items'} = \@total_items;
936 $invoice_data{'buf'} = \@buf;
937 $invoice_data{'sections'} = \@sections;
939 warn "$me generating sections\n"
942 my $unsquelched = $params{unsquelch_cdr} || $cust_main->squelch_cdr ne 'Y';
943 my $multisection = $self->has_sections;
944 $conf->exists($tc.'sections', $cust_main->agentnum) ||
945 $conf->exists($tc.'sections_by_location', $cust_main->agentnum);
946 $invoice_data{'multisection'} = $multisection;
948 my $extra_sections = [];
949 my $extra_lines = ();
951 # default section ('Charges')
952 my $default_section = { 'description' => '',
957 # Previous Charges section
958 # subtotal is the first return value from $self->previous
959 my $previous_section;
960 # if the invoice has major sections, or if we're summarizing previous
961 # charges with a single line, or if we've been specifically told to put them
962 # in a section, create a section for previous charges:
963 if ( $multisection or
964 $conf->exists('previous_balance-summary_only') or
965 $conf->exists('previous_balance-section') ) {
967 $previous_section = { 'description' => $self->mt('Previous Charges'),
968 'subtotal' => $other_money_char.
969 sprintf('%.2f', $pr_total),
970 'summarized' => '', #why? $summarypage ? 'Y' : '',
972 $previous_section->{posttotal} = '0 / 30 / 60 / 90 days overdue '.
973 join(' / ', map { $cust_main->balance_date_range(@$_) }
974 $self->_prior_month30s
976 if $conf->exists('invoice_include_aging');
979 # otherwise put them in the main section
980 $previous_section = $default_section;
983 my $adjust_section = {
984 'description' => $self->mt('Credits, Payments, and Adjustments'),
985 'adjust_section' => 1,
986 'subtotal' => 0, # adjusted below
988 my $adjust_weight = _pkg_category($adjust_section->{description})
989 ? _pkg_category($adjust_section->{description})->weight
991 $adjust_section->{'summarized'} = ''; #why? $summarypage && !$adjust_weight ? 'Y' : '';
992 # Note: 'sort_weight' here is actually a flag telling whether there is an
993 # explicit package category for the adjust section. If so, certain behavior
995 $adjust_section->{'sort_weight'} = $adjust_weight;
998 if ( $multisection ) {
999 ($extra_sections, $extra_lines) =
1000 $self->_items_extra_usage_sections($escape_function_nonbsp, $format)
1001 if $conf->exists('usage_class_as_a_section', $cust_main->agentnum)
1002 && $self->can('_items_extra_usage_sections');
1004 push @$extra_sections, $adjust_section if $adjust_section->{sort_weight};
1006 push @detail_items, @$extra_lines if $extra_lines;
1008 # the code is written so that both methods can be used together, but
1009 # we haven't yet changed the template to take advantage of that, so for
1010 # now, treat them as mutually exclusive.
1011 my %section_method = ( by_category => 1 );
1012 if ( $conf->config($tc.'sections_method') eq 'location' ) {
1013 %section_method = ( by_location => 1 );
1015 my ($early, $late) =
1016 $self->_items_sections( 'summary' => $summarypage,
1017 'escape' => $escape_function_nonbsp,
1018 'extra_sections' => $extra_sections,
1019 'format' => $format,
1022 push @sections, @$early;
1023 $late_sections = $late;
1025 if ( $conf->exists('svc_phone_sections')
1026 && $self->can('_items_svc_phone_sections')
1029 my ($phone_sections, $phone_lines) =
1030 $self->_items_svc_phone_sections($escape_function_nonbsp, $format);
1031 push @{$late_sections}, @$phone_sections;
1032 push @detail_items, @$phone_lines;
1034 if ( $conf->exists('voip-cust_accountcode_cdr')
1035 && $cust_main->accountcode_cdr
1036 && $self->can('_items_accountcode_cdr')
1039 my ($accountcode_section, $accountcode_lines) =
1040 $self->_items_accountcode_cdr($escape_function_nonbsp,$format);
1041 if ( scalar(@$accountcode_lines) ) {
1042 push @{$late_sections}, $accountcode_section;
1043 push @detail_items, @$accountcode_lines;
1046 } else {# not multisection
1047 # make a default section
1048 push @sections, $default_section;
1049 # and calculate the finance charge total, since it won't get done otherwise.
1050 # and the default section total
1051 # XXX possibly finance_pkgclass should not be used in this manner?
1052 my @finance_charges;
1054 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
1055 if ( $invoice_data{finance_section} and
1056 grep { $_->section eq $invoice_data{finance_section} }
1057 $cust_bill_pkg->cust_bill_pkg_display ) {
1058 # I think these are always setup fees, but just to be sure...
1059 push @finance_charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1061 push @charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1064 $invoice_data{finance_amount} =
1065 sprintf('%.2f', sum( @finance_charges ) || 0);
1066 $default_section->{subtotal} = $other_money_char.
1067 sprintf('%.2f', sum( @charges ) || 0);
1070 # start setting up summary subtotals
1071 my @summary_subtotals;
1072 my $method = $conf->config('summary_subtotals_method');
1073 if ( $method and $method ne $conf->config($tc.'sections_method') ) {
1074 # then re-section them by the correct method
1075 my %section_method = ( by_category => 1 );
1076 if ( $conf->config('summary_subtotals_method') eq 'location' ) {
1077 %section_method = ( by_location => 1 );
1079 my ($early, $late) =
1080 $self->_items_sections( 'summary' => $summarypage,
1081 'escape' => $escape_function_nonbsp,
1082 'extra_sections' => $extra_sections,
1083 'format' => $format,
1086 foreach ( @$early ) {
1087 next if $_->{subtotal} == 0;
1088 $_->{subtotal} = $other_money_char.sprintf('%.2f', $_->{subtotal});
1089 push @summary_subtotals, $_;
1092 # subtotal sectioning is the same as for the actual invoice sections
1093 @summary_subtotals = @sections;
1096 # Hereafter, push sections to both @sections and @summary_subtotals
1097 # if they belong in both places (e.g. tax section). Late sections are
1098 # never in @summary_subtotals.
1100 # previous invoice balances in the Previous Charges section if there
1101 # is one, otherwise in the main detail section
1102 # (except if summary_only is enabled, don't show them at all)
1103 if ( $self->can('_items_previous') &&
1104 $self->enable_previous &&
1105 ! $conf->exists('previous_balance-summary_only') ) {
1107 warn "$me adding previous balances\n"
1110 foreach my $line_item ( $self->_items_previous ) {
1113 ref => $line_item->{'pkgnum'},
1114 pkgpart => $line_item->{'pkgpart'},
1115 #quantity => 1, # not really correct
1116 section => $previous_section, # which might be $default_section
1117 description => &$escape_function($line_item->{'description'}),
1118 ext_description => [ map { &$escape_function($_) }
1119 @{ $line_item->{'ext_description'} || [] }
1121 amount => $money_char . $line_item->{'amount'},
1122 product_code => $line_item->{'pkgpart'} || 'N/A',
1125 push @detail_items, $detail;
1126 push @buf, [ $detail->{'description'},
1127 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1133 if ( @pr_cust_bill && $self->enable_previous ) {
1134 push @buf, ['','-----------'];
1135 push @buf, [ $self->mt('Total Previous Balance'),
1136 $money_char. sprintf("%10.2f", $pr_total) ];
1140 if ( $conf->exists('svc_phone-did-summary') && $self->can('_did_summary') ) {
1141 warn "$me adding DID summary\n"
1144 my ($didsummary,$minutes) = $self->_did_summary;
1145 my $didsummary_desc = 'DID Activity Summary (since last invoice)';
1147 { 'description' => $didsummary_desc,
1148 'ext_description' => [ $didsummary, $minutes ],
1152 foreach my $section (@sections, @$late_sections) {
1154 # begin some normalization
1155 $section->{'subtotal'} = $section->{'amount'}
1157 && !exists($section->{subtotal})
1158 && exists($section->{amount});
1160 $invoice_data{finance_amount} = sprintf('%.2f', $section->{'subtotal'} )
1161 if ( $invoice_data{finance_section} &&
1162 $section->{'description'} eq $invoice_data{finance_section} );
1164 if ( $multisection ) {
1166 if ( ref($section->{'subtotal'}) ) {
1168 $section->{'subtotal'} =
1169 sprintf("$other_money_char%.2f to $other_money_char%.2f",
1170 $section->{'subtotal'}[0],
1171 $section->{'subtotal'}[1]
1176 $section->{'subtotal'} = $other_money_char.
1177 sprintf('%.2f', $section->{'subtotal'})
1181 # continue some normalization
1182 $section->{'amount'} = $section->{'subtotal'}
1186 if ( $section->{'description'} ) {
1187 push @buf, ( [ &$escape_function($section->{'description'}), '' ],
1192 warn "$me setting options\n"
1196 $options{'section'} = $section if $multisection;
1197 $options{'format'} = $format;
1198 $options{'escape_function'} = $escape_function;
1199 $options{'no_usage'} = 1 unless $unsquelched;
1200 $options{'unsquelched'} = $unsquelched;
1201 $options{'summary_page'} = $summarypage;
1202 $options{'skip_usage'} =
1203 scalar(@$extra_sections) && !grep{$section == $_} @$extra_sections;
1204 $options{'preref_callback'} = $params{'preref_callback'};
1206 warn "$me searching for line items\n"
1209 foreach my $line_item ( $self->_items_pkg(%options),
1210 $self->_items_fee(%options) ) {
1212 warn "$me adding line item ".
1213 join(', ', map "$_=>".$line_item->{$_}, keys %$line_item). "\n"
1216 push @buf, ( [ $line_item->{'description'},
1217 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1219 map { [ " ". $_, '' ] } @{$line_item->{'ext_description'}},
1222 $line_item->{'ref'} = $line_item->{'pkgnum'};
1223 $line_item->{'product_code'} = $line_item->{'pkgpart'} || 'N/A'; # mt()?
1224 $line_item->{'section'} = $section;
1225 $line_item->{'description'} = &$escape_function($line_item->{'description'});
1226 $line_item->{'amount'} = $money_char.$line_item->{'amount'};
1228 if ( length($line_item->{'unit_amount'}) ) {
1229 $line_item->{'unit_amount'} = $money_char.$line_item->{'unit_amount'};
1231 $line_item->{'ext_description'} ||= [];
1233 push @detail_items, $line_item;
1236 if ( $section->{'description'} ) {
1237 push @buf, ( ['','-----------'],
1238 [ $section->{'description'}. ' sub-total',
1239 $section->{'subtotal'} # already formatted this
1248 $invoice_data{current_less_finance} =
1249 sprintf('%.2f', $self->charged - $invoice_data{finance_amount} );
1251 # if there's anything in the Previous Charges section, prepend it to the list
1252 if ( $pr_total and $previous_section ne $default_section ) {
1253 unshift @sections, $previous_section;
1254 # but not @summary_subtotals
1257 warn "$me adding taxes\n"
1260 # create a tax section if we don't yet have one
1261 my @items_tax = $self->_items_tax;
1262 my $tax_description = 'Taxes, Surcharges, and Fees';
1264 List::Util::first { $_->{description} eq $tax_description } @sections;
1265 if (!$tax_section) {
1266 $tax_section = { 'description' => $tax_description };
1267 push @sections, $tax_section if $multisection and @items_tax > 0;
1269 $tax_section->{tax_section} = 1; # mark this section as containing taxes
1270 # if this is an existing tax section, we're merging the tax items into it.
1271 # grab the taxtotal that's already there, strip the money symbol if any
1272 my $taxtotal = $tax_section->{'subtotal'} || 0;
1273 $taxtotal =~ s/^\Q$other_money_char\E//;
1276 #my $tax_weight = _pkg_category($tax_section->{description})
1277 # ? _pkg_category($tax_section->{description})->weight
1279 #$tax_section->{'summarized'} = ''; #why? $summarypage && !$tax_weight ? 'Y' : '';
1280 #$tax_section->{'sort_weight'} = $tax_weight;
1282 foreach my $tax ( @items_tax ) {
1284 $taxtotal += $tax->{'amount'};
1286 my $description = &$escape_function( $tax->{'description'} );
1287 my $amount = sprintf( '%.2f', $tax->{'amount'} );
1289 if ( $multisection ) {
1291 push @detail_items, {
1292 ext_description => [],
1295 description => $description,
1296 amount => $money_char. $amount,
1298 section => $tax_section,
1303 push @total_items, {
1304 'total_item' => $description,
1305 'total_amount' => $other_money_char. $amount,
1310 push @buf,[ $description,
1311 $money_char. $amount,
1318 $total->{'total_item'} = $self->mt('Sub-total');
1319 $total->{'total_amount'} =
1320 $other_money_char. sprintf('%.2f', $self->charged - $taxtotal );
1322 if ( $multisection ) {
1323 if ( $taxtotal > 0 ) {
1324 # there are taxes, so prepare the section to be displayed.
1325 # $taxtotal already includes any line items that were already in the
1326 # section (fees, taxes that are charged as packages for some reason).
1327 # also set 'summarized' to false so that this isn't a summary-only
1329 $tax_section->{'subtotal'} = $other_money_char.
1330 sprintf('%.2f', $taxtotal);
1331 $tax_section->{'pretotal'} = 'New charges sub-total '.
1332 $total->{'total_amount'};
1333 $tax_section->{'description'} = $self->mt($tax_description);
1334 $tax_section->{'summarized'} = '';
1336 # append it if it's not already there
1337 if ( !grep $tax_section, @sections ) {
1338 push @sections, $tax_section;
1339 push @summary_subtotals, $tax_section;
1344 unshift @total_items, $total;
1347 $invoice_data{'taxtotal'} = sprintf('%.2f', $taxtotal);
1353 my %embolden_functions = (
1354 'latex' => sub { return '\textbf{'. shift(). '}' },
1355 'html' => sub { return '<b>'. shift(). '</b>' },
1356 'template' => sub { shift },
1358 my $embolden_function = $embolden_functions{$format};
1360 if ( $multisection ) {
1362 if ( $adjust_section->{'sort_weight'} ) {
1363 $adjust_section->{'posttotal'} = $self->mt('Balance Forward').' '.
1364 $other_money_char. sprintf("%.2f", ($self->billing_balance || 0) );
1366 $adjust_section->{'pretotal'} = $self->mt('New charges total').' '.
1367 $other_money_char. sprintf('%.2f', $self->charged );
1372 if ( $self->can('_items_total') ) { # should always be true now
1374 # even for multisection, need plain text version
1376 my @new_total_items = $self->_items_total;
1378 push @buf,['','-----------'];
1380 foreach ( @new_total_items ) {
1381 my ($item, $amount) = ($_->{'total_item'}, $_->{'total_amount'});
1382 $_->{'total_item'} = &$embolden_function( $item );
1383 $_->{'total_amount'} = &$embolden_function( $other_money_char.$amount );
1384 # but if it's multisection, don't append to @total_items. the adjust
1385 # section has all this stuff
1386 push @total_items, $_ if !$multisection;
1387 push @buf, [ $item, $money_char.sprintf('%10.2f',$amount) ];
1390 push @buf, [ '', '' ];
1392 # if we're showing previous invoices, also show previous
1393 # credits and payments
1394 if ( $self->enable_previous
1395 and $self->can('_items_credits')
1396 and $self->can('_items_payments') )
1400 my $credittotal = 0;
1401 foreach my $credit (
1402 $self->_items_credits( 'template' => $template, 'trim_len' => 40 )
1406 $total->{'total_item'} = &$escape_function($credit->{'description'});
1407 $credittotal += $credit->{'amount'};
1408 $total->{'total_amount'} = $minus.$other_money_char.$credit->{'amount'};
1409 if ( $multisection ) {
1410 push @detail_items, {
1411 ext_description => [],
1414 description => &$escape_function($credit->{'description'}),
1415 amount => $money_char . $credit->{'amount'},
1417 section => $adjust_section,
1420 push @total_items, $total;
1424 $invoice_data{'credittotal'} = sprintf('%.2f', $credittotal);
1427 foreach my $credit (
1428 $self->_items_credits( 'template' => $template, 'trim_len'=>32 )
1430 push @buf, [ $credit->{'description'}, $money_char.$credit->{'amount'} ];
1434 my $paymenttotal = 0;
1435 foreach my $payment (
1436 $self->_items_payments( 'template' => $template )
1439 $total->{'total_item'} = &$escape_function($payment->{'description'});
1440 $paymenttotal += $payment->{'amount'};
1441 $total->{'total_amount'} = $minus.$other_money_char.$payment->{'amount'};
1442 if ( $multisection ) {
1443 push @detail_items, {
1444 ext_description => [],
1447 description => &$escape_function($payment->{'description'}),
1448 amount => $money_char . $payment->{'amount'},
1450 section => $adjust_section,
1453 push @total_items, $total;
1455 push @buf, [ $payment->{'description'},
1456 $money_char. sprintf("%10.2f", $payment->{'amount'}),
1459 $invoice_data{'paymenttotal'} = sprintf('%.2f', $paymenttotal);
1461 if ( $multisection ) {
1462 $adjust_section->{'subtotal'} = $other_money_char.
1463 sprintf('%.2f', $credittotal + $paymenttotal);
1465 #why this? because {sort_weight} forces the adjust_section to appear
1466 #in @extra_sections instead of @sections. obviously.
1467 push @sections, $adjust_section
1468 unless $adjust_section->{sort_weight};
1469 # do not summarize; adjustments there are shown according to
1473 # create Balance Due message
1476 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1477 $total->{'total_amount'} =
1478 &$embolden_function(
1479 $other_money_char. sprintf('%.2f', #why? $summarypage
1480 # ? $self->charged +
1481 # $self->billing_balance
1483 $self->owed + $pr_total
1486 if ( $multisection && !$adjust_section->{sort_weight} ) {
1487 $adjust_section->{'posttotal'} = $total->{'total_item'}. ' '.
1488 $total->{'total_amount'};
1490 push @total_items, $total;
1492 push @buf,['','-----------'];
1493 push @buf,[$self->balance_due_msg, $money_char.
1494 sprintf("%10.2f", $balance_due ) ];
1497 if ( $conf->exists('previous_balance-show_credit')
1498 and $cust_main->balance < 0 ) {
1499 my $credit_total = {
1500 'total_item' => &$embolden_function($self->credit_balance_msg),
1501 'total_amount' => &$embolden_function(
1502 $other_money_char. sprintf('%.2f', -$cust_main->balance)
1505 if ( $multisection ) {
1506 $adjust_section->{'posttotal'} .= $newline_token .
1507 $credit_total->{'total_item'} . ' ' . $credit_total->{'total_amount'};
1510 push @total_items, $credit_total;
1512 push @buf,['','-----------'];
1513 push @buf,[$self->credit_balance_msg, $money_char.
1514 sprintf("%10.2f", -$cust_main->balance ) ];
1518 } #end of default total adding ! can('_items_total')
1520 if ( $multisection ) {
1521 if ( $conf->exists('svc_phone_sections')
1522 && $self->can('_items_svc_phone_sections')
1526 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1527 $total->{'total_amount'} =
1528 &$embolden_function(
1529 $other_money_char. sprintf('%.2f', $self->owed + $pr_total)
1531 my $last_section = pop @sections;
1532 $last_section->{'posttotal'} = $total->{'total_item'}. ' '.
1533 $total->{'total_amount'};
1534 push @sections, $last_section;
1536 push @sections, @$late_sections
1540 # make a discounts-available section, even without multisection
1541 if ( $conf->exists('discount-show_available')
1542 and my @discounts_avail = $self->_items_discounts_avail ) {
1543 my $discount_section = {
1544 'description' => $self->mt('Discounts Available'),
1549 push @sections, $discount_section; # do not summarize
1550 push @detail_items, map { +{
1551 'ref' => '', #should this be something else?
1552 'section' => $discount_section,
1553 'description' => &$escape_function( $_->{description} ),
1554 'amount' => $money_char . &$escape_function( $_->{amount} ),
1555 'ext_description' => [ &$escape_function($_->{ext_description}) || () ],
1556 } } @discounts_avail;
1559 # not adding any more sections after this
1560 $invoice_data{summary_subtotals} = \@summary_subtotals;
1563 if ( $conf->exists('usage_class_summary')
1564 and $self->can('_items_usage_class_summary') ) {
1565 my @usage_subtotals = $self->_items_usage_class_summary(escape => $escape_function, 'money_char' => $other_money_char);
1566 if ( @usage_subtotals ) {
1567 unshift @sections, $usage_subtotals[0]->{section}; # do not summarize
1568 unshift @detail_items, @usage_subtotals;
1572 # invoice history "section" (not really a section)
1573 # not to be included in any subtotals, completely independent of
1575 if ( $conf->exists('previous_invoice_history') and $cust_main->isa('FS::cust_main') ) {
1578 foreach my $cust_bill ( $cust_main->cust_bill ) {
1579 # XXX hardcoded format, and currently only 'charged'; add other fields
1580 # if they become necessary
1581 my $date = $self->time2str_local('%b %Y', $cust_bill->_date);
1582 $history{$date} ||= 0;
1583 $history{$date} += $cust_bill->charged;
1584 # just so we have a numeric sort key
1585 $monthorder{$date} ||= $cust_bill->_date;
1587 my @sorted_months = sort { $monthorder{$a} <=> $monthorder{$b} }
1589 my @sorted_amounts = map { sprintf('%.2f', $history{$_}) } @sorted_months;
1590 $invoice_data{monthly_history} = [ \@sorted_months, \@sorted_amounts ];
1593 # service locations: another option for template customization
1595 foreach my $item (@detail_items) {
1596 if ( $item->{locationnum} ) {
1597 $location_info{ $item->{locationnum} } ||= {
1598 FS::cust_location->by_key( $item->{locationnum} )->location_hash
1602 $invoice_data{location_info} = \%location_info;
1604 # debugging hook: call this with 'diag' => 1 to just get a hash of
1605 # the invoice variables
1606 return \%invoice_data if ( $params{'diag'} );
1608 # All sections and items are built; now fill in templates.
1609 my @includelist = ();
1610 push @includelist, 'summary' if $summarypage;
1611 foreach my $include ( @includelist ) {
1613 my $inc_file = $conf->key_orbase("invoice_${format}$include", $template);
1616 if ( length( $conf->config($inc_file, $agentnum) ) ) {
1618 @inc_src = $conf->config($inc_file, $agentnum);
1622 $inc_file = $conf->key_orbase("invoice_latex$include", $template);
1624 my $convert_map = $convert_maps{$format}{$include};
1626 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
1627 s/--\@\]/$delimiters{$format}[1]/g;
1630 &$convert_map( $conf->config($inc_file, $agentnum) );
1634 my $inc_tt = new Text::Template (
1636 SOURCE => [ map "$_\n", @inc_src ],
1637 DELIMITERS => $delimiters{$format},
1638 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
1640 unless ( $inc_tt->compile() ) {
1641 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
1642 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
1646 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
1648 $invoice_data{$include} =~ s/\n+$//
1649 if ($format eq 'latex');
1654 foreach ( grep /invoice_lines\(\d*\)/, @invoice_template ) { #kludgy
1655 /invoice_lines\((\d*)\)/;
1656 $invoice_lines += $1 || scalar(@buf);
1659 die "no invoice_lines() functions in template?"
1660 if ( $format eq 'template' && !$wasfunc );
1662 if ( $invoice_lines ) {
1663 $invoice_data{'total_pages'} = int( scalar(@buf) / $invoice_lines );
1664 $invoice_data{'total_pages'}++
1665 if scalar(@buf) % $invoice_lines;
1668 #setup subroutine for the template
1669 $invoice_data{invoice_lines} = sub {
1670 my $lines = shift || scalar(@buf);
1679 if ($format eq 'template') {
1684 push @collect, split("\n",
1685 $text_template->fill_in( HASH => \%invoice_data )
1687 $invoice_data{'page'}++;
1689 map "$_\n", @collect;
1691 } else { # this is where we actually create the invoice
1693 if ( $params{no_addresses} ) {
1694 delete $invoice_data{$_} foreach qw(
1695 payname company address1 address2 city state zip country
1697 $invoice_data{returnaddress} = '~';
1700 warn "filling in template for invoice ". $self->invnum. "\n"
1702 warn join("\n", map " $_ => ". $invoice_data{$_}, keys %invoice_data). "\n"
1705 $text_template->fill_in(HASH => \%invoice_data);
1709 sub notice_name { '('.shift->table.')'; }
1711 # this is not supposed to happen
1712 sub template_conf { warn "bare FS::Template_Mixin::template_conf";
1716 # helper routine for generating date ranges
1717 sub _prior_month30s {
1720 [ 1, 2592000 ], # 0-30 days ago
1721 [ 2592000, 5184000 ], # 30-60 days ago
1722 [ 5184000, 7776000 ], # 60-90 days ago
1723 [ 7776000, 0 ], # 90+ days ago
1726 map { [ $_->[0] ? $self->_date - $_->[0] - 1 : '',
1727 $_->[1] ? $self->_date - $_->[1] - 1 : '',
1732 =item print_ps HASHREF | [ TIME [ , TEMPLATE ] ]
1734 Returns an postscript invoice, as a scalar.
1736 Options can be passed as a hashref (recommended) or as a list of time, template
1737 and then any key/value pairs for any other options.
1739 I<time> an optional value used to control the printing of overdue messages. The
1740 default is now. It isn't the date of the invoice; that's the `_date' field.
1741 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1742 L<Time::Local> and L<Date::Parse> for conversion functions.
1744 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1751 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1752 my $ps = generate_ps($file);
1754 unlink($barcodefile) if $barcodefile;
1759 =item print_pdf HASHREF | [ TIME [ , TEMPLATE ] ]
1761 Returns an PDF invoice, as a scalar.
1763 Options can be passed as a hashref (recommended) or as a list of time, template
1764 and then any key/value pairs for any other options.
1766 I<time> an optional value used to control the printing of overdue messages. The
1767 default is now. It isn't the date of the invoice; that's the `_date' field.
1768 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1769 L<Time::Local> and L<Date::Parse> for conversion functions.
1771 I<template>, if specified, is the name of a suffix for alternate invoices.
1773 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1780 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1781 my $pdf = generate_pdf($file);
1783 unlink($barcodefile) if $barcodefile;
1788 =item print_html HASHREF | [ TIME [ , TEMPLATE [ , CID ] ] ]
1790 Returns an HTML invoice, as a scalar.
1792 I<time> an optional value used to control the printing of overdue messages. The
1793 default is now. It isn't the date of the invoice; that's the `_date' field.
1794 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1795 L<Time::Local> and L<Date::Parse> for conversion functions.
1797 I<template>, if specified, is the name of a suffix for alternate invoices.
1799 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1801 I<cid> is a MIME Content-ID used to create a "cid:" URL for the logo image, used
1802 when emailing the invoice as part of a multipart/related MIME email.
1810 %params = %{ shift() };
1814 $params{'format'} = 'html';
1816 $self->print_generic( %params );
1819 # quick subroutine for print_latex
1821 # There are ten characters that LaTeX treats as special characters, which
1822 # means that they do not simply typeset themselves:
1823 # # $ % & ~ _ ^ \ { }
1825 # TeX ignores blanks following an escaped character; if you want a blank (as
1826 # in "10% of ..."), you have to "escape" the blank as well ("10\%\ of ...").
1830 $value =~ s/([#\$%&~_\^{}])( )?/"\\$1". ( ( defined($2) && length($2) ) ? "\\$2" : '' )/ge;
1831 $value =~ s/([<>])/\$$1\$/g;
1837 encode_entities($value);
1841 sub _html_escape_nbsp {
1842 my $value = _html_escape(shift);
1843 $value =~ s/ +/ /g;
1847 #utility methods for print_*
1849 sub _translate_old_latex_format {
1850 warn "_translate_old_latex_format called\n"
1857 if ( $line =~ /^%%Detail\s*$/ ) {
1859 push @template, q![@--!,
1860 q! foreach my $_tr_line (@detail_items) {!,
1861 q! if ( scalar ($_tr_item->{'ext_description'} ) ) {!,
1862 q! $_tr_line->{'description'} .= !,
1863 q! "\\tabularnewline\n~~".!,
1864 q! join( "\\tabularnewline\n~~",!,
1865 q! @{$_tr_line->{'ext_description'}}!,
1869 while ( ( my $line_item_line = shift )
1870 !~ /^%%EndDetail\s*$/ ) {
1871 $line_item_line =~ s/'/\\'/g; # nice LTS
1872 $line_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1873 $line_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1874 push @template, " \$OUT .= '$line_item_line';";
1877 push @template, '}',
1880 } elsif ( $line =~ /^%%TotalDetails\s*$/ ) {
1882 push @template, '[@--',
1883 ' foreach my $_tr_line (@total_items) {';
1885 while ( ( my $total_item_line = shift )
1886 !~ /^%%EndTotalDetails\s*$/ ) {
1887 $total_item_line =~ s/'/\\'/g; # nice LTS
1888 $total_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1889 $total_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1890 push @template, " \$OUT .= '$total_item_line';";
1893 push @template, '}',
1897 $line =~ s/\$(\w+)/[\@-- \$$1 --\@]/g;
1898 push @template, $line;
1904 warn "$_\n" foreach @template;
1916 my $conf = $self->conf;
1918 #check for an invoice-specific override
1919 return $self->invoice_terms if $self->invoice_terms;
1921 #check for a customer- specific override
1922 my $cust_main = $self->cust_main;
1923 return $cust_main->invoice_terms if $cust_main && $cust_main->invoice_terms;
1927 $agentnum = $cust_main->agentnum;
1928 } elsif ( my $prospect_main = $self->prospect_main ) {
1929 $agentnum = $prospect_main->agentnum;
1932 #use configured default
1933 $conf->config('invoice_default_terms', $agentnum) || '';
1943 if ( $self->terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
1944 $duedate = $self->_date() + ( $1 * 86400 );
1945 } elsif ( $self->terms =~ /^End of Month$/ ) {
1946 my ($mon,$year) = (localtime($self->_date) )[4,5];
1948 until ( $mon < 12 ) { $mon -= 12; $year++; }
1949 my $nextmonth_first = timelocal(0,0,0,1,$mon,$year);
1950 $duedate = $nextmonth_first - 86400;
1961 $self->due_date ? $self->time2str_local(shift, $self->due_date) : '';
1964 =item balance_due_msg
1968 sub balance_due_msg {
1970 my $msg = $self->mt('Balance Due');
1971 return $msg unless $self->terms; # huh?
1972 if ( !$self->conf->exists('invoice_show_prior_due_date')
1973 or $self->conf->exists('invoice_sections') ) {
1974 # if enabled, the due date is shown with Total New Charges (see
1975 # _items_total) and not here
1976 # (yes, or if invoice_sections is enabled; this is just for compatibility)
1977 if ( $self->due_date ) {
1979 $self->conf->config('invoice_pay_by_msg', $self->agentnum)
1980 || 'Please pay by [_1]';
1981 $msg .= ' - ' . $self->mt($please_pay_by, $self->due_date2str('short')).
1983 unless $self->conf->config_bool('invoice_omit_due_date',$self->agentnum);
1984 } elsif ( $self->terms ) {
1985 $msg .= ' - '. $self->mt($self->terms);
1991 =item balance_due_date
1995 sub balance_due_date {
1997 my $conf = $self->conf;
1999 my $terms = $self->terms;
2000 if ( $terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2001 $duedate = $self->time2str_local('rdate', $self->_date + ($1*86400) );
2006 sub credit_balance_msg {
2008 $self->mt('Credit Balance Remaining')
2013 Returns a string with the date, for example: "3/20/2008", localized for the
2014 customer. Use _date_pretty_unlocalized for non-end-customer display use.
2020 $self->time2str_local('short', $self->_date);
2023 =item _date_pretty_unlocalized
2025 Returns a string with the date, for example: "3/20/2008", in the format
2026 configured for the back-office. Use _date_pretty for end-customer display use.
2030 sub _date_pretty_unlocalized {
2032 time2str($date_format, $self->_date);
2037 Emails this template.
2039 Options are passed as a hashref. Available options:
2045 If specified, overrides the default From: address.
2049 If specified, overrides the name of the sent document ("Invoice" or "Quotation")
2053 (Deprecated) If specified, is the name of a suffix for alternate template files.
2057 Options accepted by generate_email can also be used.
2063 my $opt = shift || {};
2064 if ($opt and !ref($opt)) {
2065 die ref($self). '->email called with positional parameters';
2068 return if $self->hide;
2070 my $error = send_email(
2071 $self->generate_email(
2072 'subject' => $self->email_subject($opt->{template}),
2073 %$opt, # template, etc.
2077 die "can't email: $error\n" if $error;
2080 =item generate_email OPTION => VALUE ...
2088 sender address, required
2092 alternate template name, optional
2096 email subject, optional
2100 notice name instead of "Invoice", optional
2104 Returns an argument list to be passed to L<FS::Misc::send_email>.
2110 sub generate_email {
2114 my $conf = $self->conf;
2116 my $me = '[FS::Template_Mixin::generate_email]';
2119 'from' => $args{'from'},
2120 'subject' => ($args{'subject'} || $self->email_subject),
2121 'custnum' => $self->custnum,
2122 'msgtype' => 'invoice',
2125 $args{'unsquelch_cdr'} = $conf->exists('voip-cdr_email');
2127 my $cust_main = $self->cust_main;
2129 if (ref($args{'to'}) eq 'ARRAY') {
2130 $return{'to'} = $args{'to'};
2131 } elsif ( $cust_main ) {
2132 $return{'to'} = [ $cust_main->invoicing_list_emailonly ];
2135 my $tc = $self->template_conf;
2137 my @text; # array of lines
2138 my $html; # a big string
2139 my @related_parts; # will contain the text/HTML alternative, and images
2140 my $related; # will contain the multipart/related object
2142 if ( $conf->exists($tc. 'email_pdf') ) {
2143 if ( my $msgnum = $conf->config($tc.'email_pdf_msgnum') ) {
2145 warn "$me using '${tc}email_pdf_msgnum' in multipart message"
2148 my $msg_template = FS::msg_template->by_key($msgnum)
2149 or die "${tc}email_pdf_msgnum $msgnum not found\n";
2150 my $cust_msg = $msg_template->prepare(
2151 cust_main => $self->cust_main,
2153 msgtype => 'invoice',
2156 # XXX hack to make this work in the new cust_msg era; consider replacing
2157 # with cust_bill_send_with_notice events.
2158 my @parts = $cust_msg->parts;
2159 foreach my $part (@parts) { # will only have two parts, normally
2160 if ( $part->mime_type eq 'text/plain' ) {
2161 @text = @{ $part->body };
2162 } elsif ( $part->mime_type eq 'text/html' ) {
2163 $html = $part->bodyhandle->as_string;
2167 } elsif ( my @note = $conf->config($tc.'email_pdf_note') ) {
2169 warn "$me using '${tc}email_pdf_note' in multipart message"
2171 @text = $conf->config($tc.'email_pdf_note');
2172 $html = join('<BR>', @text);
2174 } # else use the plain text invoice
2179 if ( $conf->config($tc.'template') ) {
2181 warn "$me generating plain text invoice"
2184 # 'print_text' argument is no longer used
2185 @text = $self->print_text(\%args);
2189 warn "$me no plain text version exists; sending empty message body"
2196 my $text_part = build MIME::Entity (
2197 'Type' => 'text/plain',
2198 'Encoding' => 'quoted-printable',
2199 'Charset' => 'UTF-8',
2200 #'Encoding' => '7bit',
2202 'Disposition' => 'inline',
2207 if ( $conf->exists($tc.'html') ) {
2208 warn "$me generating HTML invoice"
2211 $args{'from'} =~ /\@([\w\.\-]+)/;
2212 my $from = $1 || 'example.com';
2213 my $content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2216 my $agentnum = $cust_main ? $cust_main->agentnum
2217 : $self->prospect_main->agentnum;
2218 if ( defined($args{'template'}) && length($args{'template'})
2219 && $conf->exists( 'logo_'. $args{'template'}. '.png', $agentnum )
2222 $logo = 'logo_'. $args{'template'}. '.png';
2226 my $image_data = $conf->config_binary( $logo, $agentnum);
2228 push @related_parts, build MIME::Entity
2229 'Type' => 'image/png',
2230 'Encoding' => 'base64',
2231 'Data' => $image_data,
2232 'Filename' => 'logo.png',
2233 'Content-ID' => "<$content_id>",
2236 if ( ref($self) eq 'FS::cust_bill' && $conf->exists('invoice-barcode') ) {
2237 my $barcode_content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2238 push @related_parts, build MIME::Entity
2239 'Type' => 'image/png',
2240 'Encoding' => 'base64',
2241 'Data' => $self->invoice_barcode(0),
2242 'Filename' => 'barcode.png',
2243 'Content-ID' => "<$barcode_content_id>",
2245 $args{'barcode_cid'} = $barcode_content_id;
2248 $html = $self->print_html({ 'cid'=>$content_id, %args });
2255 warn "$me creating HTML/text multipart message"
2258 $return{'nobody'} = 1;
2260 my $alternative = build MIME::Entity
2261 'Type' => 'multipart/alternative',
2262 #'Encoding' => '7bit',
2263 'Disposition' => 'inline'
2267 $alternative->add_part($text_part);
2270 $alternative->attach(
2271 'Type' => 'text/html',
2272 'Encoding' => 'quoted-printable',
2273 'Data' => [ '<html>',
2276 ' '. encode_entities($return{'subject'}),
2279 ' <body bgcolor="#e8e8e8">',
2284 'Disposition' => 'inline',
2285 #'Filename' => 'invoice.pdf',
2288 unshift @related_parts, $alternative;
2290 $related = build MIME::Entity 'Type' => 'multipart/related',
2291 'Encoding' => '7bit';
2293 #false laziness w/Misc::send_email
2294 $related->head->replace('Content-type',
2295 $related->mime_type.
2296 '; boundary="'. $related->head->multipart_boundary. '"'.
2297 '; type=multipart/alternative'
2300 $related->add_part($_) foreach @related_parts;
2304 my @otherparts = ();
2305 if ( ref($self) eq 'FS::cust_bill' && $cust_main->email_csv_cdr ) {
2307 if ( $conf->config('voip-cdr_email_attach') eq 'zip' ) {
2309 my $data = join('', map "$_\n",
2310 $self->call_details(prepend_billed_number=>1)
2313 my $zip = new Archive::Zip;
2314 my $file = $zip->addString( $data, 'usage-'.$self->invnum.'.csv' );
2315 $file->desiredCompressionMethod( COMPRESSION_DEFLATED );
2318 my $SH = IO::Scalar->new(\$zipdata);
2319 my $status = $zip->writeToFileHandle($SH);
2320 die "Error zipping CDR attachment: $!" unless $status == AZ_OK;
2322 push @otherparts, build MIME::Entity
2323 'Type' => 'application/zip',
2324 'Encoding' => 'base64',
2326 'Disposition' => 'attachment',
2327 'Filename' => 'usage-'. $self->invnum. '.zip',
2330 } else { # } elsif ( $conf->config('voip-cdr_email_attach') eq 'csv' ) {
2332 push @otherparts, build MIME::Entity
2333 'Type' => 'text/csv',
2334 'Encoding' => '7bit',
2335 'Data' => [ map { "$_\n" }
2336 $self->call_details('prepend_billed_number' => 1)
2338 'Disposition' => 'attachment',
2339 'Filename' => 'usage-'. $self->invnum. '.csv',
2346 if ( $conf->exists($tc.'email_pdf') ) {
2351 # multipart/alternative
2357 my $pdf = build MIME::Entity $self->mimebuild_pdf(\%args);
2358 push @otherparts, $pdf;
2362 $return{'content-type'} = 'multipart/mixed'; # of the outer container
2364 $return{'mimeparts'} = [ $related, @otherparts ];
2365 $return{'type'} = 'multipart/related'; # of the first part
2367 $return{'mimeparts'} = [ $text_part, @otherparts ];
2368 $return{'type'} = 'text/plain';
2370 } elsif ( $html ) { # no PDF or CSV, strip the outer container
2371 $return{'mimeparts'} = \@related_parts;
2372 $return{'content-type'} = 'multipart/related';
2373 $return{'type'} = 'multipart/alternative';
2374 } else { # no HTML either
2375 $return{'body'} = \@text;
2376 $return{'content-type'} = 'text/plain';
2385 Returns a list suitable for passing to MIME::Entity->build(), representing
2386 this quotation or invoice as PDF attachment.
2393 'Type' => 'application/pdf',
2394 'Encoding' => 'base64',
2395 'Data' => [ $self->print_pdf(@_) ],
2396 'Disposition' => 'attachment',
2397 'Filename' => $self->pdf_filename,
2401 =item postal_mail_fsinc
2403 Sends this invoice to the Freeside Internet Services, Inc. print and mail
2409 use IO::Socket::SSL;
2411 use HTTP::Request::Common qw( POST );
2412 use Cpanel::JSON::XS;
2414 sub postal_mail_fsinc {
2415 my ( $self, %opt ) = @_;
2417 my $url = 'https://ws.freeside.biz/print';
2419 my $cust_main = $self->cust_main;
2420 my $agentnum = $cust_main->agentnum;
2421 my $bill_location = $cust_main->bill_location;
2423 die "Extra charges for international mailing; contact support\@freeside.biz to enable\n"
2424 if $bill_location->country ne 'US';
2426 my $conf = new FS::Conf;
2428 my @company_address = $conf->config('company_address', $agentnum);
2429 my ( $company_address1, $company_address2, $company_city, $company_state, $company_zip );
2430 if ( $company_address[2] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2431 $company_address1 = $company_address[0];
2432 $company_address2 = $company_address[1];
2434 $company_state = $2;
2436 } elsif ( $company_address[1] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2437 $company_address1 = $company_address[0];
2438 $company_address2 = '';
2440 $company_state = $2;
2443 die "Unparsable company_address; contact support\@freeside.biz\n";
2445 $company_city =~ s/,$//;
2447 my $file = $self->print_pdf(%opt, 'no_addresses' => 1);
2448 my $pages = CAM::PDF->new($file)->numPages;
2450 my $ua = LWP::UserAgent->new(
2452 verify_hostname => 0,
2453 SSL_verify_mode => IO::Socket::SSL::SSL_VERIFY_NONE,
2454 SSL_version => 'SSLv3',
2457 my $response = $ua->request( POST $url, [
2458 'support-key' => scalar($conf->config('support-key')),
2459 'file' => encode_base64($file),
2463 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
2464 'company_address1' => $company_address1,
2465 'company_address2' => $company_address2,
2466 'company_city' => $company_city,
2467 'company_state' => $company_state,
2468 'company_zip' => $company_zip,
2469 'company_country' => 'US',
2470 'company_phonenum' => scalar($conf->config('company_phonenum', $agentnum)),
2471 'company_email' => scalar($conf->config('invoice_from', $agentnum)),
2474 'name' => $cust_main->invoice_attn
2475 || $cust_main->contact_firstlast,
2476 'company' => $cust_main->company,
2477 'address1' => $bill_location->address1,
2478 'address2' => $bill_location->address2,
2479 'city' => $bill_location->city,
2480 'state' => $bill_location->state,
2481 'zip' => $bill_location->zip,
2482 'country' => $bill_location->country,
2485 die "Print connection error: ". $response->message.
2486 ' ('. $response->as_string. ")\n"
2487 unless $response->is_success;
2490 my $content = eval { decode_json($response->content) };
2491 die "Print JSON error : $@\n" if $@;
2493 die $content->{error}."\n"
2494 if $content->{error};
2496 #TODO: store this so we can query for a status later
2497 warn "Invoice printed, ID ". $content->{id}. "\n";
2503 =item _items_sections OPTIONS
2505 Generate section information for all items appearing on this invoice.
2506 This will only be called for multi-section invoices.
2508 For each line item (L<FS::cust_bill_pkg> record), this will fetch all
2509 related display records (L<FS::cust_bill_pkg_display>) and organize
2510 them into two groups ("early" and "late" according to whether they come
2511 before or after the total), then into sections. A subtotal is calculated
2514 Section descriptions are returned in sort weight order. Each consists
2515 of a hash containing:
2517 description: the package category name, escaped
2518 subtotal: the total charges in that section
2519 tax_section: a flag indicating that the section contains only tax charges
2520 summarized: same as tax_section, for some reason
2521 sort_weight: the package category's sort weight
2523 If 'condense' is set on the display record, it also contains everything
2524 returned from C<_condense_section()>, i.e. C<_condensed_foo_generator>
2525 coderefs to generate parts of the invoice. This is not advised.
2527 The method returns two arrayrefs, one of "early" sections and one of "late"
2530 OPTIONS may include:
2532 by_location: a flag to divide the invoice into sections by location.
2533 Each section hash will have a 'location' element containing a hashref of
2534 the location fields (see L<FS::cust_location>). The section description
2535 will be the location label, but the template can use any of the location
2536 fields to create a suitable label.
2538 by_category: a flag to divide the invoice into sections using display
2539 records (see L<FS::cust_bill_pkg_display>). This is the "traditional"
2540 behavior. Each section hash will have a 'category' element containing
2541 the section name from the display record (which probably equals the
2542 category name of the package, but may not in some cases).
2544 summary: a flag indicating that this is a summary-format invoice.
2545 Turning this on has the following effects:
2546 - Ignores display items with the 'summary' flag.
2547 - Places all sections in the "early" group even if they have post_total.
2548 - Creates sections for all non-disabled package categories, even if they
2549 have no charges on this invoice, as well as a section with no name.
2551 escape: an escape function to use for section titles.
2553 extra_sections: an arrayref of additional sections to return after the
2554 sorted list. If there are any of these, section subtotals exclude
2557 format: 'latex', 'html', or 'template' (i.e. text). Not used, but
2558 passed through to C<_condense_section()>.
2562 use vars qw(%pkg_category_cache);
2563 sub _items_sections {
2567 my $escape = $opt{escape};
2568 my @extra_sections = @{ $opt{extra_sections} || [] };
2570 # $subtotal{$locationnum}{$categoryname} = amount.
2571 # if we're not using by_location, $locationnum is undef.
2572 # if we're not using by_category, you guessed it, $categoryname is undef.
2573 # if we're not using either one, we shouldn't be here in the first place...
2575 my %late_subtotal = ();
2578 # About tax items + multisection invoices:
2579 # If either invoice_*summary option is enabled, AND there is a
2580 # package category with the name of the tax, then there will be
2581 # a display record assigning the tax item to that category.
2583 # However, the taxes are always placed in the "Taxes, Surcharges,
2584 # and Fees" section regardless of that. The only effect of the
2585 # display record is to create a subtotal for the summary page.
2588 my $pkg_hash = $self->cust_pkg_hash;
2590 foreach my $cust_bill_pkg ( $self->cust_bill_pkg )
2593 my $usage = $cust_bill_pkg->usage;
2596 if ( $opt{by_location} ) {
2597 if ( $cust_bill_pkg->pkgnum ) {
2598 $locationnum = $pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum;
2603 $locationnum = undef;
2606 # as in _items_cust_pkg, if a line item has no display records,
2607 # cust_bill_pkg_display() returns a default record for it
2609 foreach my $display ($cust_bill_pkg->cust_bill_pkg_display) {
2610 next if ( $display->summary && $opt{summary} );
2612 my $section = $display->section;
2613 my $type = $display->type;
2614 # Set $section = undef if we're sectioning by location and this
2615 # line item _has_ a location (i.e. isn't a fee).
2616 $section = undef if $locationnum;
2618 # set this flag if the section is not tax-only
2619 $not_tax{$locationnum}{$section} = 1
2620 if $cust_bill_pkg->pkgnum or $cust_bill_pkg->feepart;
2622 # there's actually a very important piece of logic buried in here:
2623 # incrementing $late_subtotal{$section} CREATES
2624 # $late_subtotal{$section}. keys(%late_subtotal) is later used
2625 # to define the list of late sections, and likewise keys(%subtotal).
2626 # When _items_cust_bill_pkg is called to generate line items for
2627 # real, it will be called with 'section' => $section for each
2629 if ( $display->post_total && !$opt{summary} ) {
2630 if (! $type || $type eq 'S') {
2631 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2632 if $cust_bill_pkg->setup != 0
2633 || $cust_bill_pkg->setup_show_zero;
2637 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur
2638 if $cust_bill_pkg->recur != 0
2639 || $cust_bill_pkg->recur_show_zero;
2642 if ($type && $type eq 'R') {
2643 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2644 if $cust_bill_pkg->recur != 0
2645 || $cust_bill_pkg->recur_show_zero;
2648 if ($type && $type eq 'U') {
2649 $late_subtotal{$locationnum}{$section} += $usage
2650 unless scalar(@extra_sections);
2653 } else { # it's a pre-total (normal) section
2655 # skip tax items unless they're explicitly included in a section
2656 next if $cust_bill_pkg->pkgnum == 0 and
2657 ! $cust_bill_pkg->feepart and
2660 if ( $type eq 'S' ) {
2661 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2662 if $cust_bill_pkg->setup != 0
2663 || $cust_bill_pkg->setup_show_zero;
2664 } elsif ( $type eq 'R' ) {
2665 $subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2666 if $cust_bill_pkg->recur != 0
2667 || $cust_bill_pkg->recur_show_zero;
2668 } elsif ( $type eq 'U' ) {
2669 $subtotal{$locationnum}{$section} += $usage
2670 unless scalar(@extra_sections);
2671 } elsif ( !$type ) {
2672 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2673 + $cust_bill_pkg->recur;
2682 %pkg_category_cache = ();
2684 # summary invoices need subtotals for all non-disabled package categories,
2685 # even if they're zero
2686 # but currently assume that there are no location sections, or at least
2687 # that the summary page doesn't care about them
2688 if ( $opt{summary} ) {
2689 foreach my $category (qsearch('pkg_category', {disabled => ''})) {
2690 $subtotal{''}{$category->categoryname} ||= 0;
2692 $subtotal{''}{''} ||= 0;
2696 foreach my $post_total (0,1) {
2698 my $s = $post_total ? \%late_subtotal : \%subtotal;
2699 foreach my $locationnum (keys %$s) {
2700 foreach my $sectionname (keys %{ $s->{$locationnum} }) {
2702 'subtotal' => $s->{$locationnum}{$sectionname},
2705 if ( $locationnum ) {
2706 $section->{'locationnum'} = $locationnum;
2707 my $location = FS::cust_location->by_key($locationnum);
2708 $section->{'description'} = &{ $escape }($location->location_label);
2709 # Better ideas? This will roughly group them by proximity,
2710 # which alpha sorting on any of the address fields won't.
2711 # Sorting by locationnum is meaningless.
2712 # We have to sort on _something_ or the order may change
2713 # randomly from one invoice to the next, which will confuse
2715 $section->{'sort_weight'} = sprintf('%012s',$location->zip) .
2717 $section->{'location'} = {
2718 label_prefix => &{ $escape }($location->label_prefix),
2719 map { $_ => &{ $escape }($location->get($_)) }
2723 $section->{'category'} = $sectionname;
2724 $section->{'description'} = &{ $escape }($sectionname);
2725 if ( _pkg_category($sectionname) ) {
2726 $section->{'sort_weight'} = _pkg_category($sectionname)->weight;
2727 if ( _pkg_category($sectionname)->condense ) {
2728 $section = { %$section, $self->_condense_section($opt{format}) };
2732 if ( !$post_total and !$not_tax{$locationnum}{$sectionname} ) {
2733 # then it's a tax-only section
2734 $section->{'summarized'} = 'Y';
2735 $section->{'tax_section'} = 'Y';
2737 push @these, $section;
2738 } # foreach $sectionname
2739 } #foreach $locationnum
2740 push @these, @extra_sections if $post_total == 0;
2741 # need an alpha sort for location sections, because postal codes can
2743 $sections[ $post_total ] = [ sort {
2744 $opt{'by_location'} ?
2745 ($a->{sort_weight} cmp $b->{sort_weight}) :
2746 ($a->{sort_weight} <=> $b->{sort_weight})
2748 } #foreach $post_total
2750 return @sections; # early, late
2753 #helper subs for above
2757 $self->{cust_pkg} ||= { map { $_->pkgnum => $_ } $self->cust_pkg };
2761 my $categoryname = shift;
2762 $pkg_category_cache{$categoryname} ||=
2763 qsearchs( 'pkg_category', { 'categoryname' => $categoryname } );
2766 my %condensed_format = (
2767 'label' => [ qw( Description Qty Amount ) ],
2769 sub { shift->{description} },
2770 sub { shift->{quantity} },
2771 sub { my($href, %opt) = @_;
2772 ($opt{dollar} || ''). $href->{amount};
2775 'align' => [ qw( l r r ) ],
2776 'span' => [ qw( 5 1 1 ) ], # unitprices?
2777 'width' => [ qw( 10.7cm 1.4cm 1.6cm ) ], # don't like this
2780 sub _condense_section {
2781 my ( $self, $format ) = ( shift, shift );
2783 map { my $method = "_condensed_$_"; $_ => $self->$method($format) }
2784 qw( description_generator
2787 total_line_generator
2792 sub _condensed_generator_defaults {
2793 my ( $self, $format ) = ( shift, shift );
2794 return ( \%condensed_format, ' ', ' ', ' ', sub { shift } );
2803 sub _condensed_header_generator {
2804 my ( $self, $format ) = ( shift, shift );
2806 my ( $f, $prefix, $suffix, $separator, $column ) =
2807 _condensed_generator_defaults($format);
2809 if ($format eq 'latex') {
2810 $prefix = "\\hline\n\\rule{0pt}{2.5ex}\n\\makebox[1.4cm]{}&\n";
2811 $suffix = "\\\\\n\\hline";
2814 sub { my ($d,$a,$s,$w) = @_;
2815 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2817 } elsif ( $format eq 'html' ) {
2818 $prefix = '<th></th>';
2822 sub { my ($d,$a,$s,$w) = @_;
2823 return qq!<th align="$html_align{$a}">$d</th>!;
2831 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2833 &{$column}( map { $f->{$_}->[$i] } qw(label align span width) );
2836 $prefix. join($separator, @result). $suffix;
2841 sub _condensed_description_generator {
2842 my ( $self, $format ) = ( shift, shift );
2844 my ( $f, $prefix, $suffix, $separator, $column ) =
2845 _condensed_generator_defaults($format);
2847 my $money_char = '$';
2848 if ($format eq 'latex') {
2849 $prefix = "\\hline\n\\multicolumn{1}{c}{\\rule{0pt}{2.5ex}~} &\n";
2851 $separator = " & \n";
2853 sub { my ($d,$a,$s,$w) = @_;
2854 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2856 $money_char = '\\dollar';
2857 }elsif ( $format eq 'html' ) {
2858 $prefix = '"><td align="center"></td>';
2862 sub { my ($d,$a,$s,$w) = @_;
2863 return qq!<td align="$html_align{$a}">$d</td>!;
2865 #$money_char = $conf->config('money_char') || '$';
2866 $money_char = ''; # this is madness
2874 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2876 $dollar = $money_char if $i == scalar(@{$f->{label}})-1;
2878 &{$column}( &{$f->{fields}->[$i]}($href, 'dollar' => $dollar),
2879 map { $f->{$_}->[$i] } qw(align span width)
2883 $prefix. join( $separator, @result ). $suffix;
2888 sub _condensed_total_generator {
2889 my ( $self, $format ) = ( shift, shift );
2891 my ( $f, $prefix, $suffix, $separator, $column ) =
2892 _condensed_generator_defaults($format);
2895 if ($format eq 'latex') {
2898 $separator = " & \n";
2900 sub { my ($d,$a,$s,$w) = @_;
2901 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2903 }elsif ( $format eq 'html' ) {
2907 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2909 sub { my ($d,$a,$s,$w) = @_;
2910 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2919 # my $r = &{$f->{fields}->[$i]}(@args);
2920 # $r .= ' Total' unless $i;
2922 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2924 &{$column}( &{$f->{fields}->[$i]}(@args). ($i ? '' : ' Total'),
2925 map { $f->{$_}->[$i] } qw(align span width)
2929 $prefix. join( $separator, @result ). $suffix;
2934 =item total_line_generator FORMAT
2936 Returns a coderef used for generation of invoice total line items for this
2937 usage_class. FORMAT is either html or latex
2941 # should not be used: will have issues with hash element names (description vs
2942 # total_item and amount vs total_amount -- another array of functions?
2944 sub _condensed_total_line_generator {
2945 my ( $self, $format ) = ( shift, shift );
2947 my ( $f, $prefix, $suffix, $separator, $column ) =
2948 _condensed_generator_defaults($format);
2951 if ($format eq 'latex') {
2954 $separator = " & \n";
2956 sub { my ($d,$a,$s,$w) = @_;
2957 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2959 }elsif ( $format eq 'html' ) {
2963 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2965 sub { my ($d,$a,$s,$w) = @_;
2966 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2975 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2977 &{$column}( &{$f->{fields}->[$i]}(@args),
2978 map { $f->{$_}->[$i] } qw(align span width)
2982 $prefix. join( $separator, @result ). $suffix;
2987 =item _items_pkg [ OPTIONS ]
2989 Return line item hashes for each package item on this invoice. Nearly
2992 $self->_items_cust_bill_pkg([ $self->cust_bill_pkg ])
2994 OPTIONS are passed through to _items_cust_bill_pkg, and should include
2995 'format' and 'escape_function' at minimum.
2997 To produce items for a specific invoice section, OPTIONS should include
2998 'section', a hashref containing 'category' and/or 'locationnum' keys.
3000 'section' may also contain a key named 'condensed'. If this is present
3001 and has a true value, _items_pkg will try to merge identical items into items
3002 with 'quantity' equal to the number of items (not the sum of their separate
3003 quantities, for some reason).
3009 # The order of these is important. Bundled line items will be merged into
3010 # the most recent non-hidden item, so it needs to be the one with:
3012 # - the same start date
3013 # - no pkgpart_override
3015 # So: sort by pkgnum,
3017 # then sort the base line item before any overrides
3018 # then sort hidden before non-hidden add-ons
3019 # then sort by override pkgpart (for consistency)
3020 sort { $a->pkgnum <=> $b->pkgnum or
3021 $a->sdate <=> $b->sdate or
3022 ($a->pkgpart_override ? 0 : -1) or
3023 ($b->pkgpart_override ? 0 : 1) or
3024 $b->hidden cmp $a->hidden or
3025 $a->pkgpart_override <=> $b->pkgpart_override
3027 # and of course exclude taxes and fees
3028 grep { $_->pkgnum > 0 } $self->cust_bill_pkg;
3034 my @cust_bill_pkg = grep { $_->feepart } $self->cust_bill_pkg;
3035 my $escape_function = $options{escape_function};
3038 foreach my $cust_bill_pkg (@cust_bill_pkg) {
3039 # cache this, so we don't look it up again in every section
3040 my $part_fee = $cust_bill_pkg->get('part_fee')
3041 || $cust_bill_pkg->part_fee;
3042 $cust_bill_pkg->set('part_fee', $part_fee);
3044 #die "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n"; # might make more sense
3045 warn "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n";
3048 if ( exists($options{section}) and exists($options{section}{category}) )
3050 my $categoryname = $options{section}{category};
3051 # then filter for items that have that section
3052 if ( $part_fee->categoryname ne $categoryname ) {
3053 warn "skipping fee '".$part_fee->itemdesc."'--not in section $categoryname\n" if $DEBUG;
3056 } # otherwise include them all in the main section
3057 # XXX what to do when sectioning by location?
3060 my %base_invnums; # invnum => invoice date
3061 foreach ($cust_bill_pkg->cust_bill_pkg_fee) {
3062 if ($_->base_invnum) {
3063 my $base_bill = FS::cust_bill->by_key($_->base_invnum);
3064 my $base_date = $self->time2str_local('short', $base_bill->_date)
3066 $base_invnums{$_->base_invnum} = $base_date || '';
3069 foreach (sort keys(%base_invnums)) {
3070 next if $_ == $self->invnum;
3071 # per convention, we must escape ext_description lines
3073 &{$escape_function}(
3074 $self->mt('from invoice #[_1] on [_2]', $_, $base_invnums{$_})
3077 my $desc = $part_fee->itemdesc_locale($self->cust_main->locale);
3078 # but not escape the base description line
3081 { feepart => $cust_bill_pkg->feepart,
3082 amount => sprintf('%.2f', $cust_bill_pkg->setup + $cust_bill_pkg->recur),
3083 description => $desc,
3084 ext_description => \@ext_desc
3095 warn "$me _items_pkg searching for all package line items\n"
3098 my @cust_bill_pkg = $self->_items_nontax;
3100 warn "$me _items_pkg filtering line items\n"
3102 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3104 if ($options{section} && $options{section}->{condensed}) {
3106 warn "$me _items_pkg condensing section\n"
3110 local $Storable::canonical = 1;
3111 foreach ( @items ) {
3113 delete $item->{ref};
3114 delete $item->{ext_description};
3115 my $key = freeze($item);
3116 $itemshash{$key} ||= 0;
3117 $itemshash{$key} ++; # += $item->{quantity};
3119 @items = sort { $a->{description} cmp $b->{description} }
3120 map { my $i = thaw($_);
3121 $i->{quantity} = $itemshash{$_};
3123 sprintf( "%.2f", $i->{quantity} * $i->{amount} );#unit_amount
3129 warn "$me _items_pkg returning ". scalar(@items). " items\n"
3136 return 0 unless $a->itemdesc cmp $b->itemdesc;
3137 return -1 if $b->itemdesc eq 'Tax';
3138 return 1 if $a->itemdesc eq 'Tax';
3139 return -1 if $b->itemdesc eq 'Other surcharges';
3140 return 1 if $a->itemdesc eq 'Other surcharges';
3141 $a->itemdesc cmp $b->itemdesc;
3146 my @cust_bill_pkg = sort _taxsort grep { ! $_->pkgnum and ! $_->feepart }
3147 $self->cust_bill_pkg;
3148 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3150 if ( $self->conf->exists('always_show_tax') ) {
3151 my $itemdesc = $self->conf->config('always_show_tax') || 'Tax';
3152 if (0 == grep { $_->{description} eq $itemdesc } @items) {
3154 { 'description' => $itemdesc,
3161 =item _items_cust_bill_pkg CUST_BILL_PKGS OPTIONS
3163 Takes an arrayref of L<FS::cust_bill_pkg> objects, and returns a
3164 list of hashrefs describing the line items they generate on the invoice.
3166 OPTIONS may include:
3168 format: the invoice format.
3170 escape_function: the function used to escape strings.
3172 DEPRECATED? (expensive, mostly unused?)
3173 format_function: the function used to format CDRs.
3175 section: a hashref containing 'category' and/or 'locationnum'; if this
3176 is present, only returns line items that belong to that category and/or
3177 location (whichever is defined).
3179 multisection: a flag indicating that this is a multisection invoice,
3180 which does something complicated.
3182 Returns a list of hashrefs, each of which may contain:
3184 pkgnum, description, amount, unit_amount, quantity, pkgpart, _is_setup, and
3185 ext_description, which is an arrayref of detail lines to show below
3190 sub _items_cust_bill_pkg {
3192 my $conf = $self->conf;
3193 my $cust_bill_pkgs = shift;
3196 my $format = $opt{format} || '';
3197 my $escape_function = $opt{escape_function} || sub { shift };
3198 my $format_function = $opt{format_function} || '';
3199 my $no_usage = $opt{no_usage} || '';
3200 my $unsquelched = $opt{unsquelched} || ''; #unused
3201 my ($section, $locationnum, $category);
3202 if ( $opt{section} ) {
3203 $category = $opt{section}->{category};
3204 $locationnum = $opt{section}->{locationnum};
3206 my $summary_page = $opt{summary_page} || ''; #unused
3207 my $multisection = defined($category) || defined($locationnum);
3208 # this variable is the value of the config setting, not whether it applies
3209 # to this particular line item.
3210 my $discount_show_always = $conf->exists('discount-show-always');
3212 my $maxlength = $conf->config('cust_bill-latex_lineitem_maxlength') || 40;
3214 my $cust_main = $self->cust_main;#for per-agent cust_bill-line_item-ate_style
3216 # for location labels: use default location on the invoice date
3217 my $default_locationnum;
3218 if ( $conf->exists('invoice-all_pkg_addresses') ) {
3219 $default_locationnum = 0; # treat them all as non-default
3220 } elsif ( $self->custnum ) {
3222 my @h_search = FS::h_cust_main->sql_h_search($self->_date);
3223 $h_cust_main = qsearchs({
3224 'table' => 'h_cust_main',
3225 'hashref' => { custnum => $self->custnum },
3226 'extra_sql' => $h_search[1],
3227 'addl_from' => $h_search[3],
3229 $default_locationnum = $h_cust_main->ship_locationnum;
3230 } elsif ( $self->prospectnum ) {
3231 my $cust_location = qsearchs('cust_location',
3232 { prospectnum => $self->prospectnum,
3234 $default_locationnum = $cust_location->locationnum if $cust_location;
3237 my @b = (); # accumulator for the line item hashes that we'll return
3238 my ($s, $r, $u, $d) = ( undef, undef, undef, undef );
3239 # the 'current' line item hashes for setup, recur, usage, discount
3240 foreach my $cust_bill_pkg ( @$cust_bill_pkgs )
3242 # if the current line item is waiting to go out, and the one we're about
3243 # to start is not bundled, then push out the current one and start a new
3246 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
3248 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3249 if ( $_ && !$cust_bill_pkg->hidden ) {
3250 $_->{amount} = sprintf( "%.2f", $_->{amount} );
3251 $_->{amount} =~ s/^\-0\.00$/0.00/;
3252 if (exists($_->{unit_amount})) {
3253 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3256 # we already decided to create this display line; don't reconsider it
3258 # if $_->{amount} != 0
3259 # || $discount_show_always
3260 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3261 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3267 if ( $locationnum ) {
3268 # this is a location section; skip packages that aren't at this
3270 next if $cust_bill_pkg->pkgnum == 0; # skips fees...
3271 next if $self->cust_pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum
3275 # Consider display records for this item to determine if it belongs
3276 # in this section. Note that if there are no display records, there
3277 # will be a default pseudo-record that includes all charge types
3278 # and has no section name.
3279 my @cust_bill_pkg_display = $cust_bill_pkg->can('cust_bill_pkg_display')
3280 ? $cust_bill_pkg->cust_bill_pkg_display
3281 : ( $cust_bill_pkg );
3283 warn "$me _items_cust_bill_pkg considering cust_bill_pkg ".
3284 $cust_bill_pkg->billpkgnum. ", pkgnum ". $cust_bill_pkg->pkgnum. "\n"
3287 if ( defined($category) ) {
3288 # then this is a package category section; process all display records
3289 # that belong to this section.
3290 @cust_bill_pkg_display = grep { $_->section eq $category }
3291 @cust_bill_pkg_display;
3293 # otherwise, process all display records that aren't usage summaries
3294 # (I don't think there should be usage summaries if you aren't using
3295 # category sections, but this is the historical behavior)
3296 @cust_bill_pkg_display = grep { !$_->summary }
3297 @cust_bill_pkg_display;
3300 my $classname = ''; # package class name, will fill in later
3302 foreach my $display (@cust_bill_pkg_display) {
3304 warn "$me _items_cust_bill_pkg considering cust_bill_pkg_display ".
3305 $display->billpkgdisplaynum. "\n"
3308 my $type = $display->type;
3310 my $desc = $cust_bill_pkg->desc( $cust_main ? $cust_main->locale : '' );
3311 $desc = substr($desc, 0, $maxlength). '...'
3312 if $format eq 'latex' && length($desc) > $maxlength;
3314 my %details_opt = ( 'format' => $format,
3315 'escape_function' => $escape_function,
3316 'format_function' => $format_function,
3317 'no_usage' => $opt{'no_usage'},
3320 if ( $cust_bill_pkg->pkgnum > 0 ) {
3321 # a "normal" package line item (not a quotation, not a fee, not a tax)
3323 warn "$me _items_cust_bill_pkg cust_bill_pkg is non-tax\n"
3326 my $cust_pkg = $cust_bill_pkg->cust_pkg;
3327 my $part_pkg = $cust_pkg->part_pkg;
3329 # which pkgpart to show for display purposes?
3330 my $pkgpart = $cust_bill_pkg->pkgpart_override || $cust_pkg->pkgpart;
3332 # start/end dates for invoice formats that do nonstandard
3334 my %item_dates = ();
3335 %item_dates = map { $_ => $cust_bill_pkg->$_ } ('sdate', 'edate')
3336 unless $part_pkg->option('disable_line_item_date_ranges',1);
3338 # not normally used, but pass this to the template anyway
3339 $classname = $part_pkg->classname;
3341 if ( (!$type || $type eq 'S')
3342 && ( $cust_bill_pkg->setup != 0
3343 || $cust_bill_pkg->setup_show_zero
3344 || ($discount_show_always and $cust_bill_pkg->unitsetup > 0)
3349 warn "$me _items_cust_bill_pkg adding setup\n"
3352 # append the word 'Setup' to the setup line if there's going to be
3353 # a recur line for the same package (i.e. not a one-time charge)
3355 my $description = $desc;
3356 $description .= ' Setup'
3357 if $cust_bill_pkg->recur != 0
3358 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3359 || $cust_bill_pkg->recur_show_zero;
3361 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3363 if $part_pkg->is_prepaid #for prepaid, "display the validity period
3364 # triggered by the recurring charge freq
3366 && $cust_bill_pkg->recur == 0
3367 && ! $cust_bill_pkg->recur_show_zero;
3372 # always pass the svc_label through to the template, even if
3373 # not displaying it as an ext_description
3374 my @svc_labels = map &{$escape_function}($_),
3375 $cust_pkg->h_labels_short($self->_date,
3378 $self->conf->{locale},
3380 $svc_label = $svc_labels[0];
3382 unless ( $cust_pkg->part_pkg->hide_svc_detail
3383 || $cust_bill_pkg->hidden )
3386 push @d, @svc_labels
3387 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3388 # show the location label if it's not the customer's default
3389 # location, and we're not grouping items by location already
3390 if ( $cust_pkg->locationnum != $default_locationnum
3391 and !defined($locationnum) ) {
3392 my $loc = $cust_pkg->location_label;
3393 $loc = substr($loc, 0, $maxlength). '...'
3394 if $format eq 'latex' && length($loc) > $maxlength;
3395 push @d, &{$escape_function}($loc);
3398 } #unless hiding service details
3400 push @d, $cust_bill_pkg->details(%details_opt)
3401 if $cust_bill_pkg->recur == 0;
3403 if ( $cust_bill_pkg->hidden ) {
3404 $s->{amount} += $cust_bill_pkg->setup;
3405 $s->{unit_amount} += $cust_bill_pkg->unitsetup;
3406 push @{ $s->{ext_description} }, @d;
3410 description => $description,
3411 pkgpart => $pkgpart,
3412 pkgnum => $cust_bill_pkg->pkgnum,
3413 amount => $cust_bill_pkg->setup,
3414 setup_show_zero => $cust_bill_pkg->setup_show_zero,
3415 unit_amount => $cust_bill_pkg->unitsetup,
3416 quantity => $cust_bill_pkg->quantity,
3417 ext_description => \@d,
3418 svc_label => ($svc_label || ''),
3419 locationnum => $cust_pkg->locationnum, # sure, why not?
3425 # should we show a recur line?
3426 # if type eq 'S', then NO, because we've been told not to.
3427 # otherwise, show the recur line if:
3428 # - there's a recurring charge
3429 # - or recur_show_zero is on
3430 # - or there's a positive unitrecur (so it's been discounted to zero)
3431 # and discount-show-always is on
3432 if ( ( !$type || $type eq 'R' || $type eq 'U' )
3434 $cust_bill_pkg->recur != 0
3436 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3437 || $cust_bill_pkg->recur_show_zero
3442 warn "$me _items_cust_bill_pkg adding recur/usage\n"
3445 my $is_summary = $display->summary;
3446 my $description = $desc;
3447 if ( $type eq 'U' and defined($r) ) {
3448 # don't just show the same description as the recur line
3449 $description = $self->mt('Usage charges');
3452 my $part_pkg = $cust_pkg->part_pkg;
3454 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3458 my @seconds = (); # for display of usage info
3461 #at least until cust_bill_pkg has "past" ranges in addition to
3462 #the "future" sdate/edate ones... see #3032
3463 my @dates = ( $self->_date );
3464 my $prev = $cust_bill_pkg->previous_cust_bill_pkg;
3465 push @dates, $prev->sdate if $prev;
3466 push @dates, undef if !$prev;
3468 my @svc_labels = map &{$escape_function}($_),
3469 $cust_pkg->h_labels_short(@dates,
3471 $self->conf->{locale});
3472 $svc_label = $svc_labels[0];
3474 # show service labels, unless...
3475 # the package is set not to display them
3476 unless ( $part_pkg->hide_svc_detail
3477 # or this is a tax-like line item
3478 || $cust_bill_pkg->itemdesc
3479 # or this is a hidden (bundled) line item
3480 || $cust_bill_pkg->hidden
3481 # or this is a usage summary line
3482 || $is_summary && $type && $type eq 'U'
3483 # or this is a usage line and there's a recurring line
3484 # for the package in the same section (which will
3485 # have service labels already)
3486 || ($type eq 'U' and defined($r))
3490 warn "$me _items_cust_bill_pkg adding service details\n"
3493 push @d, @svc_labels
3494 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3495 warn "$me _items_cust_bill_pkg done adding service details\n"
3498 # show the location label if it's not the customer's default
3499 # location, and we're not grouping items by location already
3500 if ( $cust_pkg->locationnum != $default_locationnum
3501 and !defined($locationnum) ) {
3502 my $loc = $cust_pkg->location_label;
3503 $loc = substr($loc, 0, $maxlength). '...'
3504 if $format eq 'latex' && length($loc) > $maxlength;
3505 push @d, &{$escape_function}($loc);
3508 # Display of seconds_since_sqlradacct:
3509 # On the invoice, when processing @detail_items, look for a field
3510 # named 'seconds'. This will contain total seconds for each
3511 # service, in the same order as @ext_description. For services
3512 # that don't support this it will show undef.
3513 if ( $conf->exists('svc_acct-usage_seconds')
3514 and ! $cust_bill_pkg->pkgpart_override ) {
3515 foreach my $cust_svc (
3516 $cust_pkg->h_cust_svc(@dates, 'I')
3519 # eval because not having any part_export_usage exports
3520 # is a fatal error, last_bill/_date because that's how
3521 # sqlradius_hour billing does it
3523 $cust_svc->seconds_since_sqlradacct($dates[1] || 0, $dates[0]);
3525 push @seconds, $sec;
3527 } #if svc_acct-usage_seconds
3529 } # if we are showing service labels
3531 unless ( $is_summary ) {
3532 warn "$me _items_cust_bill_pkg adding details\n"
3535 #instead of omitting details entirely in this case (unwanted side
3536 # effects), just omit CDRs
3537 $details_opt{'no_usage'} = 1
3538 if $type && $type eq 'R';
3540 push @d, $cust_bill_pkg->details(%details_opt);
3543 warn "$me _items_cust_bill_pkg calculating amount\n"
3548 $amount = $cust_bill_pkg->recur;
3549 } elsif ($type eq 'R') {
3550 $amount = $cust_bill_pkg->recur - $cust_bill_pkg->usage;
3551 } elsif ($type eq 'U') {
3552 $amount = $cust_bill_pkg->usage;
3555 if ( !$type || $type eq 'R' ) {
3557 warn "$me _items_cust_bill_pkg adding recur\n"
3561 ( $cust_bill_pkg->unitrecur > 0 ) ? $cust_bill_pkg->unitrecur
3564 if ( $cust_bill_pkg->hidden ) {
3565 $r->{amount} += $amount;
3566 $r->{unit_amount} += $unit_amount;
3567 push @{ $r->{ext_description} }, @d;
3570 description => $description,
3571 pkgpart => $pkgpart,
3572 pkgnum => $cust_bill_pkg->pkgnum,
3574 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3575 unit_amount => $unit_amount,
3576 quantity => $cust_bill_pkg->quantity,
3578 ext_description => \@d,
3579 svc_label => ($svc_label || ''),
3580 locationnum => $cust_pkg->locationnum,
3582 $r->{'seconds'} = \@seconds if grep {defined $_} @seconds;
3585 } else { # $type eq 'U'
3587 warn "$me _items_cust_bill_pkg adding usage\n"
3590 if ( $cust_bill_pkg->hidden and defined($u) ) {
3591 # if this is a hidden package and there's already a usage
3592 # line for the bundle, add this package's total amount and
3593 # usage details to it
3594 $u->{amount} += $amount;
3595 push @{ $u->{ext_description} }, @d;
3596 } elsif ( $amount ) {
3597 # create a new usage line
3599 description => $description,
3600 pkgpart => $pkgpart,
3601 pkgnum => $cust_bill_pkg->pkgnum,
3604 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3606 ext_description => \@d,
3607 locationnum => $cust_pkg->locationnum,
3609 } # else this has no usage, so don't create a usage section
3612 } # recurring or usage with recurring charge
3614 } else { # taxes and fees
3616 warn "$me _items_cust_bill_pkg cust_bill_pkg is tax\n"
3619 # items of this kind should normally not have sdate/edate.
3621 'description' => $desc,
3622 'amount' => sprintf('%.2f', $cust_bill_pkg->setup
3623 + $cust_bill_pkg->recur)
3626 } # if package line item / other line item
3628 # decide whether to show active discounts here
3630 # case 1: we are showing a single line for the package
3632 # case 2: we are showing a setup line for a package that has
3633 # no base recurring fee
3634 or ( $type eq 'S' and $cust_bill_pkg->unitrecur == 0 )
3635 # case 3: we are showing a recur line for a package that has
3636 # a base recurring fee
3637 or ( $type eq 'R' and $cust_bill_pkg->unitrecur > 0 )
3640 my $item_discount = $cust_bill_pkg->_item_discount;
3641 if ( $item_discount ) {
3642 # $item_discount->{amount} is negative
3644 if ( $d and $cust_bill_pkg->hidden ) {
3645 $d->{setup_amount} += $item_discount->{setup_amount};
3646 $d->{recur_amount} += $item_discount->{recur_amount};
3648 $d = $item_discount;
3649 $_ = &{$escape_function}($_) foreach @{ $d->{ext_description} };
3652 # update the active line (before the discount) to show the
3653 # original price (whether this is a hidden line or not)
3655 $s->{amount} -= $item_discount->{setup_amount} if $s;
3656 $r->{amount} -= $item_discount->{recur_amount} if $r;
3658 } # if there are any discounts
3659 } # if this is an appropriate place to show discounts
3661 } # foreach $display
3665 # discount amount is internally split up
3667 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
3670 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3672 $_->{amount} = sprintf( "%.2f", $_->{amount} ),
3673 if exists($_->{amount});
3674 $_->{amount} =~ s/^\-0\.00$/0.00/;
3675 if (exists($_->{unit_amount})) {
3676 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3680 #if $_->{amount} != 0
3681 # || $discount_show_always
3682 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3683 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3687 warn "$me _items_cust_bill_pkg done considering cust_bill_pkgs\n"
3694 =item _items_discounts_avail
3696 Returns an array of line item hashrefs representing available term discounts
3697 for this invoice. This makes the same assumptions that apply to term
3698 discounts in general: that the package is billed monthly, at a flat rate,
3699 with no usage charges. A prorated first month will be handled, as will
3700 a setup fee if the discount is allowed to apply to setup fees.
3704 sub _items_discounts_avail {
3707 #maybe move this method from cust_bill when quotations support discount_plans
3708 return () unless $self->can('discount_plans');
3709 my %plans = $self->discount_plans;
3711 my $list_pkgnums = 0; # if any packages are not eligible for all discounts
3712 $list_pkgnums = grep { $_->list_pkgnums } values %plans;
3716 my $plan = $plans{$months};
3718 my $term_total = sprintf('%.2f', $plan->discounted_total);
3719 my $percent = sprintf('%.0f',
3720 100 * (1 - $term_total / $plan->base_total) );
3721 my $permonth = sprintf('%.2f', $term_total / $months);
3722 my $detail = $self->mt('discount on item'). ' '.
3723 join(', ', map { "#$_" } $plan->pkgnums)
3726 # discounts for non-integer months don't work anyway
3727 $months = sprintf("%d", $months);
3730 description => $self->mt('Save [_1]% by paying for [_2] months',
3732 amount => $self->mt('[_1] ([_2] per month)',
3733 $term_total, $money_char.$permonth),
3734 ext_description => ($detail || ''),
3737 sort { $b <=> $a } keys %plans;