1 package FS::Template_Mixin;
4 use vars qw( $DEBUG $me
9 use vars qw( $invoice_lines @buf ); #yuck
10 use List::Util qw(sum); #can't import first, it conflicts with cust_main.first
13 use Time::Local qw( timelocal );
14 use Text::Template 1.20;
16 use Archive::Zip qw( :ERROR_CODES :CONSTANTS );
21 use FS::Misc qw( send_email );
22 use FS::Record qw( qsearch qsearchs dbh );
24 use FS::Misc qw( generate_ps generate_pdf );
31 $me = '[FS::Template_Mixin]';
32 FS::UID->install_callback( sub {
33 my $conf = new FS::Conf; #global
34 $money_char = $conf->config('money_char') || '$';
35 $date_format = $conf->config('date_format') || '%x'; #/YY
40 Returns a configuration handle (L<FS::Conf>) set to the customer's locale.
42 If the "mode" pseudo-field is set on the object, the configuration handle
43 will be an L<FS::invoice_conf> for that invoice mode (and the customer's
50 my $mode = $self->get('mode');
51 if ($self->{_conf} and !defined($mode)) {
52 return $self->{_conf};
55 my $cust_main = $self->cust_main;
56 my $locale = $cust_main ? $cust_main->locale : '';
59 if ( ref $mode and $mode->isa('FS::invoice_mode') ) {
60 $mode = $mode->modenum;
61 } elsif ( $mode =~ /\D/ ) {
62 die "invalid invoice mode $mode";
64 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => $locale });
66 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => '' });
67 # it doesn't have a locale, but system conf still might
68 $conf->set('locale' => $locale) if $conf;
71 # if $mode is unspecified, or if there is no invoice_conf matching this mode
72 # and locale, then use the system config only (but with the locale)
73 $conf ||= FS::Conf->new({ 'locale' => $locale });
75 return $self->{_conf} = $conf;
78 =item print_text OPTIONS
80 Returns an text invoice, as a list of lines.
82 Options can be passed as a hash.
84 I<time>, if specified, is used to control the printing of overdue messages. The
85 default is now. It isn't the date of the invoice; that's the `_date' field.
86 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
87 L<Time::Local> and L<Date::Parse> for conversion functions.
89 I<template>, if specified, is the name of a suffix for alternate invoices.
91 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
99 %params = %{ shift() };
104 $params{'format'} = 'template'; # for some reason
106 $self->print_generic( %params );
109 =item print_latex HASHREF
111 Internal method - returns a filename of a filled-in LaTeX template for this
112 invoice (Note: add ".tex" to get the actual filename), and a filename of
113 an associated logo (with the .eps extension included).
115 See print_ps and print_pdf for methods that return PostScript and PDF output.
117 Options can be passed as a hash.
119 I<time>, if specified, is used to control the printing of overdue messages. The
120 default is now. It isn't the date of the invoice; that's the `_date' field.
121 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
122 L<Time::Local> and L<Date::Parse> for conversion functions.
124 I<template>, if specified, is the name of a suffix for alternate invoices.
125 This is strongly deprecated; see L<FS::invoice_conf> for the right way to
126 customize invoice templates for different purposes.
128 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
137 %params = %{ shift() };
142 $params{'format'} = 'latex';
143 my $conf = $self->conf;
145 # this needs to go away
146 my $template = $params{'template'};
147 # and this especially
148 $template ||= $self->_agent_template
149 if $self->can('_agent_template');
152 $self->set('mode', $params{mode})
155 my $pkey = $self->primary_key;
156 my $tmp_template = $self->table. '.'. $self->$pkey. '.XXXXXXXX';
158 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
159 my $lh = new File::Temp(
160 TEMPLATE => $tmp_template,
164 ) or die "can't open temp file: $!\n";
166 my $agentnum = $self->agentnum;
168 if ( $template && $conf->exists("logo_${template}.eps", $agentnum) ) {
169 print $lh $conf->config_binary("logo_${template}.eps", $agentnum)
170 or die "can't write temp file: $!\n";
172 print $lh $conf->config_binary('logo.eps', $agentnum)
173 or die "can't write temp file: $!\n";
176 $params{'logo_file'} = $lh->filename;
178 if( $conf->exists('invoice-barcode')
179 && $self->can('invoice_barcode')
180 && $self->invnum ) { # don't try to barcode statements
181 my $png_file = $self->invoice_barcode($dir);
182 my $eps_file = $png_file;
183 $eps_file =~ s/\.png$/.eps/g;
184 $png_file =~ /(barcode.*png)/;
186 $eps_file =~ /(barcode.*eps)/;
189 my $curr_dir = cwd();
191 # after painfuly long experimentation, it was determined that sam2p won't
192 # accept : and other chars in the path, no matter how hard I tried to
193 # escape them, hence the chdir (and chdir back, just to be safe)
194 system('sam2p', '-j:quiet', $png_file, 'EPS:', $eps_file ) == 0
195 or die "sam2p failed: $!\n";
199 $params{'barcode_file'} = $eps_file;
202 my @filled_in = $self->print_generic( %params );
204 my $fh = new File::Temp( TEMPLATE => $tmp_template,
208 ) or die "can't open temp file: $!\n";
209 binmode($fh, ':utf8'); # language support
210 print $fh join('', @filled_in );
213 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
214 return ($1, $params{'logo_file'}, $params{'barcode_file'});
220 my $cust_main = $self->cust_main;
221 $cust_main ? $cust_main->agentnum : $self->prospect_main->agentnum;
224 =item print_generic OPTION => VALUE ...
226 Internal method - returns a filled-in template for this invoice as a scalar.
228 See print_ps and print_pdf for methods that return PostScript and PDF output.
236 The B<format> option is required and should be set to html, latex (print and PDF) or template (plaintext).
246 Overrides "Invoice" as the name of the sent document.
250 Used to control the printing of overdue messages. The
251 default is now. It isn't the date of the invoice; that's the `_date' field.
252 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
253 L<Time::Local> and L<Date::Parse> for conversion functions.
257 Logo file (path to temporary EPS file on the local filesystem)
261 CID for inline (emailed) images (logo)
265 Override customer's locale
269 Overrides any per customer cdr squelching when true
273 Supress the (invoice, quotation, statement, etc.) number
281 Supress the payment coupon
285 Barcode file (path to temporary EPS file on the local filesystem)
289 Flag indicating the barcode image should be a link (normal HTML dipaly)
293 Barcode CID for inline (emailed) images
295 =item preref_callback
297 Coderef run for each line item, code should return HTML to be displayed
298 before that line item (quotations only)
302 Deprecated. Used as a suffix for a configuration template. Please
303 don't use this, it deprecated in favor of more flexible alternatives.
309 #what's with all the sprintf('%10.2f')'s in here? will it cause any
310 # (alignment in text invoice?) problems to change them all to '%.2f' ?
311 # yes: fixed width/plain text printing will be borked
313 my( $self, %params ) = @_;
314 my $conf = $self->conf;
316 my $today = $params{today} ? $params{today} : time;
317 warn "$me print_generic called on $self with suffix $params{template}\n"
320 my $format = $params{format};
321 die "Unknown format: $format"
322 unless $format =~ /^(latex|html|template)$/;
324 my $cust_main = $self->cust_main || $self->prospect_main;
326 my $locale = $params{'locale'} || $cust_main->locale;
328 my %delimiters = ( 'latex' => [ '[@--', '--@]' ],
329 'html' => [ '<%=', '%>' ],
330 'template' => [ '{', '}' ],
333 warn "$me print_generic creating template\n"
336 # set the notice name here, and nowhere else.
337 my $notice_name = $params{notice_name}
338 || $conf->config('notice_name')
339 || $self->notice_name;
342 my $template = $params{template} ? $params{template} : $self->_agent_template;
343 my $templatefile = $self->template_conf. $format;
344 $templatefile .= "_$template"
345 if length($template) && $conf->exists($templatefile."_$template");
347 $self->set('_template',$template);
350 my @invoice_template = map "$_\n", $conf->config($templatefile)
351 or die "cannot load config data $templatefile";
353 if ( $format eq 'latex' && grep { /^%%Detail/ } @invoice_template ) {
354 #change this to a die when the old code is removed
355 # it's been almost ten years, changing it to a die
356 die "old-style invoice template $templatefile; ".
357 "patch with conf/invoice_latex.diff or use new conf/invoice_latex*\n";
358 #$old_latex = 'true';
359 #@invoice_template = _translate_old_latex_format(@invoice_template);
362 warn "$me print_generic creating T:T object\n"
365 my $text_template = new Text::Template(
367 SOURCE => \@invoice_template,
368 DELIMITERS => $delimiters{$format},
371 warn "$me print_generic compiling T:T object\n"
374 $text_template->compile()
375 or die "Can't compile $templatefile: $Text::Template::ERROR\n";
378 # additional substitution could possibly cause breakage in existing templates
381 'notes' => sub { map "$_", @_ },
382 'footer' => sub { map "$_", @_ },
383 'smallfooter' => sub { map "$_", @_ },
384 'returnaddress' => sub { map "$_", @_ },
385 'coupon' => sub { map "$_", @_ },
386 'summary' => sub { map "$_", @_ },
392 s/%%(.*)$/<!-- $1 -->/g;
393 s/\\section\*\{\\textsc\{(.)(.*)\}\}/<p><b><font size="+1">$1<\/font>\U$2<\/b>/g;
394 s/\\begin\{enumerate\}/<ol>/g;
396 s/\\end\{enumerate\}/<\/ol>/g;
397 s/\\textbf\{(.*)\}/<b>$1<\/b>/g;
406 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
408 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
414 s/\\hyphenation\{[\w\s\-]+}//;
419 'coupon' => sub { "" },
420 'summary' => sub { "" },
427 s/\\section\*\{\\textsc\{(.*)\}\}/\U$1/g;
428 s/\\begin\{enumerate\}//g;
430 s/\\end\{enumerate\}//g;
431 s/\\textbf\{(.*)\}/$1/g;
438 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
440 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
445 s/\\\\\*?\s*$/\n/; # dubious
446 s/\\hyphenation\{[\w\s\-]+}//;
450 'coupon' => sub { "" },
451 'summary' => sub { "" },
456 # hashes for differing output formats
457 my %nbsps = ( 'latex' => '~',
458 'html' => '', # '&nbps;' would be nice
459 'template' => '', # not used
461 my $nbsp = $nbsps{$format};
463 my %escape_functions = ( 'latex' => \&_latex_escape,
464 'html' => \&_html_escape_nbsp,#\&encode_entities,
465 'template' => sub { shift },
467 my $escape_function = $escape_functions{$format};
468 my $escape_function_nonbsp = ($format eq 'html')
469 ? \&_html_escape : $escape_function;
471 my %newline_tokens = ( 'latex' => '\\\\',
475 my $newline_token = $newline_tokens{$format};
477 warn "$me generating template variables\n"
480 # generate template variables
484 defined( $conf->config_orbase( "invoice_${format}returnaddress",
488 && length( $conf->config_orbase( "invoice_${format}returnaddress",
494 $returnaddress = join("\n",
495 $conf->config_orbase("invoice_${format}returnaddress", $template)
499 $conf->config_orbase('invoice_latexreturnaddress', $template) ) {
501 my $convert_map = $convert_maps{$format}{'returnaddress'};
504 &$convert_map( $conf->config_orbase( "invoice_latexreturnaddress",
509 } elsif ( grep /\S/, $conf->config('company_address', $cust_main->agentnum) ) {
511 my $convert_map = $convert_maps{$format}{'returnaddress'};
512 $returnaddress = join( "\n", &$convert_map(
513 map { s/( {2,})/'~' x length($1)/eg;
517 ( $conf->config('company_name', $cust_main->agentnum),
518 $conf->config('company_address', $cust_main->agentnum),
525 my $warning = "Couldn't find a return address; ".
526 "do you need to set the company_address configuration value?";
528 $returnaddress = $nbsp;
529 #$returnaddress = $warning;
533 warn "$me generating invoice data\n"
536 my $agentnum = $cust_main->agentnum;
541 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
542 'company_address' => join("\n", $conf->config('company_address', $agentnum) ). "\n",
543 'company_phonenum'=> scalar( $conf->config('company_phonenum', $agentnum) ),
544 'returnaddress' => $returnaddress,
545 'agent' => &$escape_function($cust_main->agent->agent),
547 #invoice/quotation info
548 'no_number' => $params{'no_number'},
549 'invnum' => ( $params{'no_number'} ? '' : $self->invnum ),
550 'quotationnum' => $self->quotationnum,
551 'no_date' => $params{'no_date'},
552 '_date' => ( $params{'no_date'} ? '' : $self->_date ),
553 # workaround for inconsistent behavior in the early plain text
554 # templates; see RT#28271
555 'date' => ( $params{'no_date'}
557 : ($format eq 'template'
559 : $self->time2str_local('long', $self->_date, $format)
562 'today' => $self->time2str_local('long', $today, $format),
563 'terms' => $self->terms,
564 'template' => $template, #params{'template'},
565 'notice_name' => $notice_name, # escape?
566 'current_charges' => sprintf("%.2f", $self->charged),
567 'duedate' => $self->due_date2str('rdate'), #date_format?
568 'duedate_long' => $self->due_date2str('long'),
571 'custnum' => $cust_main->display_custnum,
572 'prospectnum' => $cust_main->prospectnum,
573 'agent_custid' => &$escape_function($cust_main->agent_custid),
574 ( map { $_ => &$escape_function($cust_main->$_()) }
575 qw( company address1 address2 city state zip fax )
577 'payname' => &$escape_function( $cust_main->invoice_attn
578 || $cust_main->contact_firstlast ),
581 'ship_enable' => $cust_main->invoice_ship_address || $conf->exists('invoice-ship_address'),
582 'unitprices' => $conf->exists('invoice-unitprice'),
583 'smallernotes' => $conf->exists('invoice-smallernotes'),
584 'smallerfooter' => $conf->exists('invoice-smallerfooter'),
585 'balance_due_below_line' => $conf->exists('balance_due_below_line'),
587 #layout info -- would be fancy to calc some of this and bury the template
589 'topmargin' => scalar($conf->config('invoice_latextopmargin', $agentnum)),
590 'headsep' => scalar($conf->config('invoice_latexheadsep', $agentnum)),
591 'textheight' => scalar($conf->config('invoice_latextextheight', $agentnum)),
592 'extracouponspace' => scalar($conf->config('invoice_latexextracouponspace', $agentnum)),
593 'couponfootsep' => scalar($conf->config('invoice_latexcouponfootsep', $agentnum)),
594 'verticalreturnaddress' => $conf->exists('invoice_latexverticalreturnaddress', $agentnum),
595 'addresssep' => scalar($conf->config('invoice_latexaddresssep', $agentnum)),
596 'amountenclosedsep' => scalar($conf->config('invoice_latexcouponamountenclosedsep', $agentnum)),
597 'coupontoaddresssep' => scalar($conf->config('invoice_latexcoupontoaddresssep', $agentnum)),
598 'addcompanytoaddress' => $conf->exists('invoice_latexcouponaddcompanytoaddress', $agentnum),
600 # better hang on to conf_dir for a while (for old templates)
601 'conf_dir' => "$FS::UID::conf_dir/conf.$FS::UID::datasrc",
603 #these are only used when doing paged plaintext
609 #quotations have $name
610 $invoice_data{'name'} = $invoice_data{'payname'};
613 $invoice_data{'emt'} = sub { &$escape_function($self->mt(@_)) };
614 # prototype here to silence warnings
615 $invoice_data{'time2str'} = sub ($;$$) { $self->time2str_local(@_, $format) };
617 my $min_sdate = 999999999999;
619 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
620 next unless $cust_bill_pkg->pkgnum > 0;
621 $min_sdate = $cust_bill_pkg->sdate
622 if length($cust_bill_pkg->sdate) && $cust_bill_pkg->sdate < $min_sdate;
623 $max_edate = $cust_bill_pkg->edate
624 if length($cust_bill_pkg->edate) && $cust_bill_pkg->edate > $max_edate;
627 $invoice_data{'bill_period'} = '';
628 $invoice_data{'bill_period'} =
629 $self->time2str_local('%e %h', $min_sdate, $format)
631 $self->time2str_local('%e %h', $max_edate, $format)
632 if ($max_edate != 0 && $min_sdate != 999999999999);
634 $invoice_data{finance_section} = '';
635 if ( $conf->config('finance_pkgclass') ) {
637 qsearchs('pkg_class', { classnum => $conf->config('finance_pkgclass') });
638 $invoice_data{finance_section} = $pkg_class->categoryname;
640 $invoice_data{finance_amount} = '0.00';
641 $invoice_data{finance_section} ||= 'Finance Charges'; #avoid config confusion
643 my $countrydefault = $conf->config('countrydefault') || 'US';
644 foreach ( qw( address1 address2 city state zip country fax) ){
645 my $method = 'ship_'.$_;
646 $invoice_data{"ship_$_"} = $escape_function->($cust_main->$method);
648 if ( length($cust_main->ship_company) ) {
649 $invoice_data{'ship_company'} = $escape_function->($cust_main->ship_company);
651 $invoice_data{'ship_company'} = $escape_function->($cust_main->company);
653 $invoice_data{'ship_contact'} = $escape_function->($cust_main->contact);
654 $invoice_data{'ship_country'} = ''
655 if ( $invoice_data{'ship_country'} eq $countrydefault );
657 $invoice_data{'cid'} = $params{'cid'}
660 if ( $cust_main->bill_locationnum
661 && $cust_main->bill_location->country ne $countrydefault ) {
662 $invoice_data{'country'} = &$escape_function($cust_main->bill_country_full);
664 $invoice_data{'country'} = '';
668 $invoice_data{'address'} = \@address;
670 $invoice_data{'payname'}.
671 ( $cust_main->po_number
672 ? " (P.O. #". $cust_main->po_number. ")"
676 push @address, $cust_main->company
677 if $cust_main->company;
678 push @address, $cust_main->address1;
679 push @address, $cust_main->address2
680 if $cust_main->address2;
682 $cust_main->city. ", ". $cust_main->state. " ". $cust_main->zip;
683 push @address, $invoice_data{'country'}
684 if $invoice_data{'country'};
686 while (scalar(@address) < 5);
688 $invoice_data{'logo_file'} = $params{'logo_file'}
689 if $params{'logo_file'};
690 $invoice_data{'barcode_file'} = $params{'barcode_file'}
691 if $params{'barcode_file'};
692 $invoice_data{'barcode_img'} = $params{'barcode_img'}
693 if $params{'barcode_img'};
694 $invoice_data{'barcode_cid'} = $params{'barcode_cid'}
695 if $params{'barcode_cid'};
699 # using owed_on_invoice() instead of owed() here for $balance_due
700 # using _items_previous_total() instead of ->previous() for $pr_total
702 # owed_on_invoice() is aware of configuration flags that affect how an
703 # invoice is rendered. May not return actual current balance. Will
704 # return balance appropriate for the invoice being rendered, based
705 # on which past due items, current charges, and future payments are
708 # Going forward, usage of owed(), or bypassing cust_bill helper methods
709 # when generating invoice lines may lead to incorrect or misleading
712 # Helper methods that are aware of invoicing conf flags:
713 # - owed_on_invoice # use instead of owed()
714 # - _items_previous() # use instead of previous()
715 # - _items_credits() # use instead of cust_credit()
716 # - _items_payments()
718 # - _items_previous_total() # use instead of previous()
719 # - _items_payments_total()
720 # - _items_credits_total() # use instead of cust_credit()
722 my $pr_total = $self->_items_previous_total();
724 my $balance_due = $self->owed_on_invoice();
725 $invoice_data{'balance'} = sprintf("%.2f", $balance_due);
727 # flag telling this invoice to have a first-page summary
728 my $summarypage = '';
730 if ( $self->custnum && $self->invnum ) {
731 # XXX should be an FS::cust_bill method to set the defaults, instead
732 # of checking the type here
734 # info from customer's last invoice before this one, for some
736 $invoice_data{'last_bill'} = {};
738 # my $last_bill = $self->previous_bill;
739 # if ( $last_bill ) {
741 # Populate template stash for previous balance and payments
743 # Used on summary page as "Previous Balance"
744 $invoice_data{'true_previous_balance'} = sprintf("%.2f", $pr_total);
746 # Used on summary page as "Payments"
747 $invoice_data{'balance_adjustments'} = sprintf("%.2f",
748 $self->_items_payments_total() + $self->_items_credits_total()
751 # Used in invoice template as "Previous Balance"
752 $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
754 # $invoice_data{last_bill}{_date}:
755 # Not used in default templates, but may be in use by someone
757 # ! May be a problem field if they are using it... this field
758 # stores the date of the previous invoice... it is possible to
759 # carry a balance, but have the immediately previous invoice paid off.
760 # In this case, this field might be presenting bad data? Not
761 # altering the problematic behavior, because someone might be
762 # expecting this bad behavior in their templates for some other
763 # purpose, such as a "your last bill was dated %_date%"
764 my $last_bill = $self->previous_bill;
765 $invoice_data{'last_bill'}{'_date'}
767 ? $last_bill->_date()
770 # $invoice_data{previous_payments}
771 # Not used in default templates, but may be in use by someone
773 # Returns an array of hrefs representing payments, each with keys:
774 # - _date: epoch timestamp
775 # - date: text formatted date
776 # - amount: money formatted amount string
777 # - payinfo: string from payby_payinfo_pretty()
778 # - paynum: id for cust_pay
779 # - description: Text description for bill line item
781 my @payments = $self->_items_payments();
782 $invoice_data{previous_payments} = \@payments;
784 # $invoice_data{previous_credits}
785 # Not used in default templates, but may be in use by someone
787 # Returns an array of hrefs representing credits, each with keys:
788 # - _date: epoch timestamp
789 # - date: text formatted date
790 # - amount: money formatted amount string
791 # - crednum: id for cust_credit
792 # - description: Text description for bill line item
793 # - creditreason: reason() from cust_credit
795 my @credits = $self->_items_credits();
796 $invoice_data{previous_credits} = \@credits;
798 # Populate formatted date field
799 for my $pmt_href (@payments, @credits) {
800 $pmt_href->{date} = $self->time2str_local(
808 # There are no outstanding invoices = YAPH
809 $invoice_data{'true_previous_balance'} =
810 $invoice_data{'balance_adjustments'} =
811 $invoice_data{'previous_balance'} = '0.00';
812 $invoice_data{'previous_payments'} =
813 $invoice_data{'previous_credits'} = [];
816 # Condencing a lot of debug staements here
818 warn "\$invoice_data{$_}: $invoice_data{$_}"
820 true_previous_balance
828 if ( $conf->config_bool('invoice_usesummary', $agentnum) ) {
829 $invoice_data{'summarypage'} = $summarypage = 1;
832 } # if this is an invoice
834 warn "$me substituting variables in notes, footer, smallfooter\n"
837 my $tc = $self->template_conf;
838 my @include = ( [ $tc, 'notes' ],
839 [ 'invoice_', 'footer' ],
840 [ 'invoice_', 'smallfooter', ],
841 [ 'invoice_', 'watermark' ],
843 push @include, [ $tc, 'coupon', ]
844 unless $params{'no_coupon'};
846 foreach my $i (@include) {
848 # load the configuration for this sub-template
850 my($base, $include) = @$i;
852 my $inc_file = $conf->key_orbase("$base$format$include", $template);
854 my @inc_src = $conf->config($inc_file, $agentnum);
856 my $converter = $convert_maps{$format}{$include};
858 # then attempt to convert LaTeX to the requested format
859 $inc_file = $conf->key_orbase($base.'latex'.$include, $template);
860 @inc_src = &$converter( $conf->config($inc_file, $agentnum) );
862 # this isn't included in the convert_maps
863 my ($open, $close) = @{ $delimiters{$format} };
868 } # else @inc_src is empty and that's fine
870 # make a Text::Template out of it
872 my $inc_tt = new Text::Template (
874 SOURCE => [ map "$_\n", @inc_src ],
875 DELIMITERS => $delimiters{$format},
876 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
878 unless ( $inc_tt->compile() ) {
879 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
880 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
886 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
888 $invoice_data{$include} =~ s/\n+$//
889 if ($format eq 'latex');
892 # if (well, probably when) we still need PO numbers in the brave new world of
893 # 4.x, then we'll have to add them back as their own customer fields
894 # # let invoices use either of these as needed
895 # $invoice_data{'po_num'} = ($cust_main->payby eq 'BILL')
896 # ? $cust_main->payinfo : '';
897 # $invoice_data{'po_line'} =
898 # ( $cust_main->payby eq 'BILL' && $cust_main->payinfo )
899 # ? &$escape_function($self->mt("Purchase Order #").$cust_main->payinfo)
902 my %money_chars = ( 'latex' => '',
903 'html' => $conf->config('money_char') || '$',
906 my $money_char = $money_chars{$format};
909 my %other_money_chars = ( 'latex' => '\dollar ',#XXX should be a config too
910 'html' => $conf->config('money_char') || '$',
913 my $other_money_char = $other_money_chars{$format};
914 $invoice_data{'dollar'} = $other_money_char;
916 my %minus_signs = ( 'latex' => '$-$',
918 'template' => '- ' );
919 my $minus = $minus_signs{$format};
921 my @detail_items = ();
922 my @total_items = ();
926 $invoice_data{'detail_items'} = \@detail_items;
927 $invoice_data{'total_items'} = \@total_items;
928 $invoice_data{'buf'} = \@buf;
929 $invoice_data{'sections'} = \@sections;
931 warn "$me generating sections\n"
934 my $unsquelched = $params{unsquelch_cdr} || $cust_main->squelch_cdr ne 'Y';
935 my $multisection = $self->has_sections;
936 $invoice_data{'multisection'} = $multisection;
938 my $extra_sections = [];
939 my $extra_lines = ();
941 # default section ('Charges')
942 my $default_section = { 'description' => '',
947 # Previous Charges section
948 # subtotal is the first return value from $self->previous
949 my $previous_section;
950 # if the invoice has major sections, or if we're summarizing previous
951 # charges with a single line, or if we've been specifically told to put them
952 # in a section, create a section for previous charges:
953 if ( $multisection or
954 $conf->exists('previous_balance-summary_only') or
955 $conf->exists('previous_balance-section') ) {
957 $previous_section = { 'description' => $self->mt('Previous Charges'),
958 'subtotal' => $other_money_char.
959 sprintf('%.2f', $pr_total),
960 'summarized' => '', #why? $summarypage ? 'Y' : '',
963 # Include balance aging line and template variables
964 my @aged_balances = $self->_items_aging_balances();
965 ( $invoice_data{aged_balance_current},
966 $invoice_data{aged_balance_30d},
967 $invoice_data{aged_balance_60d},
968 $invoice_data{aged_balance_90d}
971 if ($conf->exists('invoice_include_aging')) {
972 $previous_section->{posttotal} = sprintf(
973 '0 / 30 / 60 / 90 days overdue %.2f / %.2f / %.2f / %.2f',
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 = grep $_->{subtotal}, @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_total && $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{'section_with_taxes'} = 1
1199 && $conf->config_bool('invoice_sections_with_taxes', $cust_main->agentnum);
1200 $options{'format'} = $format;
1201 $options{'escape_function'} = $escape_function;
1202 $options{'no_usage'} = 1 unless $unsquelched;
1203 $options{'unsquelched'} = $unsquelched;
1204 $options{'summary_page'} = $summarypage;
1205 $options{'skip_usage'} =
1206 scalar(@$extra_sections) && !grep{$section == $_} @$extra_sections;
1207 $options{'preref_callback'} = $params{'preref_callback'};
1208 $options{'disable_line_item_date_ranges'} =
1209 $conf->exists('disable_line_item_date_ranges');
1211 warn "$me searching for line items\n"
1214 my %section_tax_lines;
1216 foreach my $line_item ( $self->_items_pkg(%options),
1217 $self->_items_fee(%options) ) {
1219 # When bill is sectioned by location, fees may be displayed within the
1220 # appropriate location section. Suppress this fee from the taxes/fees
1221 # end section, so it doesn't appear to be charged twice and make the
1222 # subtotals seem incorrect
1224 if $line_item->{locationnum}
1225 && ref $options{section}
1226 && !exists $options{section}->{locationnum}
1227 && $self->has_sections
1228 && $conf->config($tc.'sections_method') eq 'location';
1230 warn "$me adding line item ".
1231 join(', ', map "$_=>".$line_item->{$_}, keys %$line_item). "\n"
1234 push @buf, ( [ $line_item->{'description'},
1235 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1237 map { [ " ". $_, '' ] } @{$line_item->{'ext_description'}},
1240 $line_item->{'ref'} = $line_item->{'pkgnum'};
1241 $line_item->{'product_code'} = $line_item->{'pkgpart'} || 'N/A'; # mt()?
1242 $line_item->{'section'} = $section;
1243 $line_item->{'description'} = &$escape_function($line_item->{'description'});
1244 $line_item->{'amount'} = $money_char.$line_item->{'amount'};
1246 if ( length($line_item->{'unit_amount'}) ) {
1247 $line_item->{'unit_amount'} = $money_char.$line_item->{'unit_amount'};
1249 $line_item->{'ext_description'} ||= [];
1251 if ( $options{section_with_taxes} && ref $line_item->{pkg_tax} ) {
1252 for my $line_tax ( @{$ line_item->{pkg_tax} } ) {
1254 # It is rarely possible for the same tax record to be presented here
1255 # multiple times. See cust_bill_pkg::_pkg_tax_list for more info
1256 next if $seen_tax_lines{ $line_tax->{billpkgtaxlocationnum} };
1257 $seen_tax_lines{ $line_tax->{billpkgtaxlocationnum} } = 1;
1259 $section_tax_lines{ $line_tax->{taxname} } += $line_tax->{amount};
1263 push @detail_items, $line_item;
1266 # If conf flag invoice_sections_with_taxes:
1267 # - Add @detail_items for taxes into each section
1268 # - Update section subtotal to include taxes
1269 if ( $options{section_with_taxes} && %section_tax_lines ) {
1270 for my $taxname ( keys %section_tax_lines ) {
1272 push @detail_items, {
1273 section => $section,
1274 amount => sprintf($money_char."%.2f",$section_tax_lines{$taxname}),
1275 description => &$escape_function($taxname),
1278 # Append taxes to total. If line format resembles "$5.00 to $12.00"
1279 # append to the second value.
1281 # $section->{subtotal} = '$5.00 to 12.00'; # for testing:
1282 if ($section->{subtotal} =~ /to/) {
1283 my @subtotal = split /\s/, $section->{subtotal};
1284 $subtotal[2] =~ s/[^\d\.]//g;
1285 $subtotal[2] = sprintf(
1287 ( $subtotal[2] + $section_tax_lines{$taxname} )
1289 $section->{subtotal} = join ' ', @subtotal;
1291 $section->{subtotal} =~ s/[^\d\.]//g;
1292 $section->{subtotal} = sprintf(
1293 $money_char . "%.2f",
1294 ( $section->{subtotal} + $section_tax_lines{$taxname} )
1301 if ( $section->{'description'} ) {
1302 push @buf, ( ['','-----------'],
1303 [ $section->{'description'}. ' sub-total',
1304 $section->{'subtotal'} # already formatted this
1313 $invoice_data{current_less_finance} =
1314 sprintf('%.2f', $self->charged - $invoice_data{finance_amount} );
1316 # if there's anything in the Previous Charges section, prepend it to the list
1317 if ( $pr_total and $previous_section ne $default_section ) {
1318 unshift @sections, $previous_section;
1319 # but not @summary_subtotals
1322 warn "$me adding taxes\n"
1325 # create a tax section if we don't yet have one
1326 my @items_tax = $self->_items_tax;
1327 my $tax_description = 'Taxes, Surcharges, and Fees';
1329 List::Util::first { $_->{description} eq $tax_description } @sections;
1330 if (!$tax_section) {
1331 $tax_section = { 'description' => $tax_description };
1332 push @sections, $tax_section if $multisection and @items_tax > 0;
1334 $tax_section->{tax_section} = 1; # mark this section as containing taxes
1335 # if this is an existing tax section, we're merging the tax items into it.
1336 # grab the taxtotal that's already there, strip the money symbol if any
1337 my $taxtotal = $tax_section->{'subtotal'} || 0;
1338 $taxtotal =~ s/^\Q$other_money_char\E//;
1341 #my $tax_weight = _pkg_category($tax_section->{description})
1342 # ? _pkg_category($tax_section->{description})->weight
1344 #$tax_section->{'summarized'} = ''; #why? $summarypage && !$tax_weight ? 'Y' : '';
1345 #$tax_section->{'sort_weight'} = $tax_weight;
1347 foreach my $tax ( @items_tax ) {
1349 $taxtotal += $tax->{'amount'};
1351 my $description = &$escape_function( $tax->{'description'} );
1352 my $amount = sprintf( '%.2f', $tax->{'amount'} );
1354 if ( $multisection ) {
1356 push @detail_items, {
1357 ext_description => [],
1360 description => $description,
1361 amount => $money_char. $amount,
1363 section => $tax_section,
1368 push @total_items, {
1369 'total_item' => $description,
1370 'total_amount' => $other_money_char. $amount,
1375 push @buf,[ $description,
1376 $money_char. $amount,
1383 $total->{'total_item'} = $self->mt('Sub-total');
1384 $total->{'total_amount'} =
1385 $other_money_char. sprintf('%.2f', $self->charged - $taxtotal );
1387 if ( $multisection ) {
1388 if ( $taxtotal > 0 ) {
1389 # there are taxes, so prepare the section to be displayed.
1390 # $taxtotal already includes any line items that were already in the
1391 # section (fees, taxes that are charged as packages for some reason).
1392 # also set 'summarized' to false so that this isn't a summary-only
1394 $tax_section->{'subtotal'} = $other_money_char.
1395 sprintf('%.2f', $taxtotal);
1396 $tax_section->{'pretotal'} = 'New charges sub-total '.
1397 $total->{'total_amount'};
1398 $tax_section->{'description'} = $self->mt($tax_description);
1399 $tax_section->{'summarized'} = '';
1401 if ( $conf->config_bool('invoice_sections_with_taxes', $cust_main->agentnum) ) {
1403 # remove tax section if taxes are itemized within other sections
1404 @sections = grep{ $_ ne $tax_section } @sections;
1406 } elsif ( !grep $tax_section, @sections ) {
1408 # append it if it's not already there
1409 push @sections, $tax_section;
1410 push @summary_subtotals, $tax_section;
1416 unshift @total_items, $total;
1419 $invoice_data{'taxtotal'} = sprintf('%.2f', $taxtotal);
1425 my %embolden_functions = (
1426 'latex' => sub { return '\textbf{'. shift(). '}' },
1427 'html' => sub { return '<b>'. shift(). '</b>' },
1428 'template' => sub { shift },
1430 my $embolden_function = $embolden_functions{$format};
1432 if ( $multisection ) {
1434 if ( $adjust_section->{'sort_weight'} ) {
1435 $adjust_section->{'posttotal'} = $self->mt('Balance Forward').' '.
1436 $other_money_char. sprintf("%.2f", ($self->billing_balance || 0) );
1438 $adjust_section->{'pretotal'} = $self->mt('New charges total').' '.
1439 $other_money_char. sprintf('%.2f', $self->charged );
1444 if ( $self->can('_items_total') ) { # should always be true now
1446 # even for multisection, need plain text version
1448 my @new_total_items = $self->_items_total;
1450 push @buf,['','-----------'];
1452 foreach ( @new_total_items ) {
1453 my ($item, $amount) = ($_->{'total_item'}, $_->{'total_amount'});
1454 $_->{'total_item'} = &$embolden_function( $item );
1456 if ( ref($amount) ) {
1457 $_->{'total_amount'} = &$embolden_function(
1458 $other_money_char.$amount->[0]. ' to '.
1459 $other_money_char.$amount->[1]
1462 $_->{'total_amount'} = &$embolden_function( $other_money_char.$amount );
1465 # but if it's multisection, don't append to @total_items. the adjust
1466 # section has all this stuff
1467 push @total_items, $_ if !$multisection;
1468 push @buf, [ $item, $money_char.sprintf('%10.2f',$amount) ];
1471 push @buf, [ '', '' ];
1473 # if we're showing previous invoices, also show previous
1474 # credits and payments
1475 if ( $self->enable_previous
1476 and $self->can('_items_credits')
1477 and $self->can('_items_payments') )
1481 my $credittotal = 0;
1482 foreach my $credit (
1483 $self->_items_credits( 'template' => $template, 'trim_len' => 40 )
1487 $total->{'total_item'} = &$escape_function($credit->{'description'});
1488 $credittotal += $credit->{'amount'};
1489 $total->{'total_amount'} = $minus.$other_money_char.$credit->{'amount'};
1490 if ( $multisection ) {
1491 push @detail_items, {
1492 ext_description => [],
1495 description => &$escape_function($credit->{'description'}),
1496 amount => $money_char . $credit->{'amount'},
1498 section => $adjust_section,
1501 push @total_items, $total;
1505 $invoice_data{'credittotal'} = sprintf('%.2f', $credittotal);
1508 foreach my $credit (
1509 $self->_items_credits( 'template' => $template, 'trim_len'=>32 )
1511 push @buf, [ $credit->{'description'}, $money_char.$credit->{'amount'} ];
1515 my $paymenttotal = 0;
1516 foreach my $payment (
1517 $self->_items_payments( 'template' => $template )
1520 $total->{'total_item'} = &$escape_function($payment->{'description'});
1521 $paymenttotal += $payment->{'amount'};
1522 $total->{'total_amount'} = $minus.$other_money_char.$payment->{'amount'};
1523 if ( $multisection ) {
1524 push @detail_items, {
1525 ext_description => [],
1528 description => &$escape_function($payment->{'description'}),
1529 amount => $money_char . $payment->{'amount'},
1531 section => $adjust_section,
1534 push @total_items, $total;
1536 push @buf, [ $payment->{'description'},
1537 $money_char. sprintf("%10.2f", $payment->{'amount'}),
1540 $invoice_data{'paymenttotal'} = sprintf('%.2f', $paymenttotal);
1542 if ( $multisection ) {
1543 $adjust_section->{'subtotal'} = $other_money_char.
1544 sprintf('%.2f', $credittotal + $paymenttotal);
1546 #why this? because {sort_weight} forces the adjust_section to appear
1547 #in @extra_sections instead of @sections. obviously.
1548 push @sections, $adjust_section
1549 unless $adjust_section->{sort_weight};
1550 # do not summarize; adjustments there are shown according to
1554 # create Balance Due message
1557 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1558 $total->{'total_amount'} =
1559 &$embolden_function(
1560 $other_money_char. sprintf('%.2f', #why? $summarypage
1561 # ? $self->charged +
1562 # $self->billing_balance
1567 if ( $multisection && !$adjust_section->{sort_weight} ) {
1568 $adjust_section->{'posttotal'} = $total->{'total_item'}. ' '.
1569 $total->{'total_amount'};
1571 push @total_items, $total;
1573 push @buf,['','-----------'];
1574 push @buf,[$self->balance_due_msg, $money_char.
1575 sprintf("%10.2f", $balance_due ) ];
1578 if ( $conf->exists('previous_balance-show_credit')
1579 and $cust_main->balance < 0 ) {
1580 my $credit_total = {
1581 'total_item' => &$embolden_function($self->credit_balance_msg),
1582 'total_amount' => &$embolden_function(
1583 $other_money_char. sprintf('%.2f', -$cust_main->balance)
1586 if ( $multisection ) {
1587 $adjust_section->{'posttotal'} .= $newline_token .
1588 $credit_total->{'total_item'} . ' ' . $credit_total->{'total_amount'};
1591 push @total_items, $credit_total;
1593 push @buf,['','-----------'];
1594 push @buf,[$self->credit_balance_msg, $money_char.
1595 sprintf("%10.2f", -$cust_main->balance ) ];
1599 } #end of default total adding ! can('_items_total')
1601 if ( $multisection ) {
1602 if ( $conf->exists('svc_phone_sections')
1603 && $self->can('_items_svc_phone_sections')
1607 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1608 $total->{'total_amount'} =
1609 &$embolden_function(
1610 $other_money_char. sprintf('%.2f', $balance_due)
1612 my $last_section = pop @sections;
1613 $last_section->{'posttotal'} = $total->{'total_item'}. ' '.
1614 $total->{'total_amount'};
1615 push @sections, $last_section;
1617 push @sections, @$late_sections
1621 # make a discounts-available section, even without multisection
1622 if ( $conf->exists('discount-show_available')
1623 and my @discounts_avail = $self->_items_discounts_avail ) {
1624 my $discount_section = {
1625 'description' => $self->mt('Discounts Available'),
1630 push @sections, $discount_section; # do not summarize
1631 push @detail_items, map { +{
1632 'ref' => '', #should this be something else?
1633 'section' => $discount_section,
1634 'description' => &$escape_function( $_->{description} ),
1635 'amount' => $money_char . &$escape_function( $_->{amount} ),
1636 'ext_description' => [ &$escape_function($_->{ext_description}) || () ],
1637 } } @discounts_avail;
1640 # not adding any more sections after this
1641 $invoice_data{summary_subtotals} = \@summary_subtotals;
1644 if ( $conf->exists('usage_class_summary')
1645 and $self->can('_items_usage_class_summary') ) {
1646 my @usage_subtotals = $self->_items_usage_class_summary(escape => $escape_function, 'money_char' => $other_money_char);
1647 if ( @usage_subtotals ) {
1648 unshift @sections, $usage_subtotals[0]->{section}; # do not summarize
1649 unshift @detail_items, @usage_subtotals;
1653 # invoice history "section" (not really a section)
1654 # not to be included in any subtotals, completely independent of
1656 if ( $conf->exists('previous_invoice_history') and $cust_main->isa('FS::cust_main') ) {
1659 foreach my $cust_bill ( $cust_main->cust_bill ) {
1660 # XXX hardcoded format, and currently only 'charged'; add other fields
1661 # if they become necessary
1662 my $date = $self->time2str_local('%b %Y', $cust_bill->_date);
1663 $history{$date} ||= 0;
1664 $history{$date} += $cust_bill->charged;
1665 # just so we have a numeric sort key
1666 $monthorder{$date} ||= $cust_bill->_date;
1668 my @sorted_months = sort { $monthorder{$a} <=> $monthorder{$b} }
1670 my @sorted_amounts = map { sprintf('%.2f', $history{$_}) } @sorted_months;
1671 $invoice_data{monthly_history} = [ \@sorted_months, \@sorted_amounts ];
1674 # service locations: another option for template customization
1676 foreach my $item (@detail_items) {
1677 if ( $item->{locationnum} ) {
1678 $location_info{ $item->{locationnum} } ||= {
1679 FS::cust_location->by_key( $item->{locationnum} )->location_hash
1683 $invoice_data{location_info} = \%location_info;
1685 # debugging hook: call this with 'diag' => 1 to just get a hash of
1686 # the invoice variables
1687 return \%invoice_data if ( $params{'diag'} );
1689 # All sections and items are built; now fill in templates.
1690 my @includelist = ();
1691 push @includelist, 'summary' if $summarypage;
1692 foreach my $include ( @includelist ) {
1694 my $inc_file = $conf->key_orbase("invoice_${format}$include", $template);
1697 if ( length( $conf->config($inc_file, $agentnum) ) ) {
1699 @inc_src = $conf->config($inc_file, $agentnum);
1703 $inc_file = $conf->key_orbase("invoice_latex$include", $template);
1705 my $convert_map = $convert_maps{$format}{$include};
1707 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
1708 s/--\@\]/$delimiters{$format}[1]/g;
1711 &$convert_map( $conf->config($inc_file, $agentnum) );
1715 my $inc_tt = new Text::Template (
1717 SOURCE => [ map "$_\n", @inc_src ],
1718 DELIMITERS => $delimiters{$format},
1719 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
1721 unless ( $inc_tt->compile() ) {
1722 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
1723 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
1727 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
1729 $invoice_data{$include} =~ s/\n+$//
1730 if ($format eq 'latex');
1735 foreach ( grep /invoice_lines\(\d*\)/, @invoice_template ) { #kludgy
1736 /invoice_lines\((\d*)\)/;
1737 $invoice_lines += $1 || scalar(@buf);
1740 die "no invoice_lines() functions in template?"
1741 if ( $format eq 'template' && !$wasfunc );
1743 if ( $invoice_lines ) {
1744 $invoice_data{'total_pages'} = int( scalar(@buf) / $invoice_lines );
1745 $invoice_data{'total_pages'}++
1746 if scalar(@buf) % $invoice_lines;
1749 #setup subroutine for the template
1750 $invoice_data{invoice_lines} = sub {
1751 my $lines = shift || scalar(@buf);
1760 if ($format eq 'template') {
1765 push @collect, split("\n",
1766 $text_template->fill_in( HASH => \%invoice_data )
1768 $invoice_data{'page'}++;
1770 map "$_\n", @collect;
1772 } else { # this is where we actually create the invoice
1774 if ( $params{no_addresses} ) {
1775 delete $invoice_data{$_} foreach qw(
1776 payname company address1 address2 city state zip country
1778 $invoice_data{returnaddress} = '~';
1781 warn "filling in template for invoice ". $self->invnum. "\n"
1783 warn join("\n", map " $_ => ". $invoice_data{$_}, keys %invoice_data). "\n"
1786 $text_template->fill_in(HASH => \%invoice_data);
1790 sub notice_name { '('.shift->table.')'; }
1792 # this is not supposed to happen
1793 sub template_conf { warn "bare FS::Template_Mixin::template_conf";
1797 =item print_ps HASHREF | [ TIME [ , TEMPLATE ] ]
1799 Returns an postscript invoice, as a scalar.
1801 Options can be passed as a hashref (recommended) or as a list of time, template
1802 and then any key/value pairs for any other options.
1804 I<time> an optional value used to control the printing of overdue messages. The
1805 default is now. It isn't the date of the invoice; that's the `_date' field.
1806 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1807 L<Time::Local> and L<Date::Parse> for conversion functions.
1809 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1816 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1817 my $ps = generate_ps($file);
1819 unlink($barcodefile) if $barcodefile;
1824 =item print_pdf HASHREF | [ TIME [ , TEMPLATE ] ]
1826 Returns an PDF invoice, as a scalar.
1828 Options can be passed as a hashref (recommended) or as a list of time, template
1829 and then any key/value pairs for any other options.
1831 I<time> an optional value used to control the printing of overdue messages. The
1832 default is now. It isn't the date of the invoice; that's the `_date' field.
1833 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1834 L<Time::Local> and L<Date::Parse> for conversion functions.
1836 I<template>, if specified, is the name of a suffix for alternate invoices.
1838 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1845 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1846 my $pdf = generate_pdf($file);
1848 unlink($barcodefile) if $barcodefile;
1853 =item print_html HASHREF | [ TIME [ , TEMPLATE [ , CID ] ] ]
1855 Returns an HTML invoice, as a scalar.
1857 I<time> an optional value used to control the printing of overdue messages. The
1858 default is now. It isn't the date of the invoice; that's the `_date' field.
1859 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1860 L<Time::Local> and L<Date::Parse> for conversion functions.
1862 I<template>, if specified, is the name of a suffix for alternate invoices.
1864 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1866 I<cid> is a MIME Content-ID used to create a "cid:" URL for the logo image, used
1867 when emailing the invoice as part of a multipart/related MIME email.
1875 %params = %{ shift() };
1879 $params{'format'} = 'html';
1881 $self->print_generic( %params );
1884 # quick subroutine for print_latex
1886 # There are ten characters that LaTeX treats as special characters, which
1887 # means that they do not simply typeset themselves:
1888 # # $ % & ~ _ ^ \ { }
1890 # TeX ignores blanks following an escaped character; if you want a blank (as
1891 # in "10% of ..."), you have to "escape" the blank as well ("10\%\ of ...").
1895 $value =~ s/([#\$%&~_\^{}])( )?/"\\$1". ( ( defined($2) && length($2) ) ? "\\$2" : '' )/ge;
1896 $value =~ s/([<>])/\$$1\$/g;
1902 encode_entities($value);
1906 sub _html_escape_nbsp {
1907 my $value = _html_escape(shift);
1908 $value =~ s/ +/ /g;
1912 #utility methods for print_*
1914 sub _translate_old_latex_format {
1915 warn "_translate_old_latex_format called\n"
1922 if ( $line =~ /^%%Detail\s*$/ ) {
1924 push @template, q![@--!,
1925 q! foreach my $_tr_line (@detail_items) {!,
1926 q! if ( scalar ($_tr_item->{'ext_description'} ) ) {!,
1927 q! $_tr_line->{'description'} .= !,
1928 q! "\\tabularnewline\n~~".!,
1929 q! join( "\\tabularnewline\n~~",!,
1930 q! @{$_tr_line->{'ext_description'}}!,
1934 while ( ( my $line_item_line = shift )
1935 !~ /^%%EndDetail\s*$/ ) {
1936 $line_item_line =~ s/'/\\'/g; # nice LTS
1937 $line_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1938 $line_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1939 push @template, " \$OUT .= '$line_item_line';";
1942 push @template, '}',
1945 } elsif ( $line =~ /^%%TotalDetails\s*$/ ) {
1947 push @template, '[@--',
1948 ' foreach my $_tr_line (@total_items) {';
1950 while ( ( my $total_item_line = shift )
1951 !~ /^%%EndTotalDetails\s*$/ ) {
1952 $total_item_line =~ s/'/\\'/g; # nice LTS
1953 $total_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1954 $total_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1955 push @template, " \$OUT .= '$total_item_line';";
1958 push @template, '}',
1962 $line =~ s/\$(\w+)/[\@-- \$$1 --\@]/g;
1963 push @template, $line;
1969 warn "$_\n" foreach @template;
1981 my $conf = $self->conf;
1983 #check for an invoice-specific override
1984 return $self->invoice_terms if $self->invoice_terms;
1986 #check for a customer- specific override
1987 my $cust_main = $self->cust_main;
1988 return $cust_main->invoice_terms if $cust_main && $cust_main->invoice_terms;
1992 $agentnum = $cust_main->agentnum;
1993 } elsif ( my $prospect_main = $self->prospect_main ) {
1994 $agentnum = $prospect_main->agentnum;
1997 #use configured default
1998 $conf->config('invoice_default_terms', $agentnum) || '';
2008 if ( $self->terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2009 $duedate = $self->_date() + ( $1 * 86400 );
2010 } elsif ( $self->terms =~ /^End of Month$/ ) {
2011 my ($mon,$year) = (localtime($self->_date) )[4,5];
2013 until ( $mon < 12 ) { $mon -= 12; $year++; }
2014 my $nextmonth_first = timelocal(0,0,0,1,$mon,$year);
2015 $duedate = $nextmonth_first - 86400;
2026 $self->due_date ? $self->time2str_local(shift, $self->due_date) : '';
2029 =item invoice_pay_by_msg
2031 displays the invoice_pay_by_msg or default Please pay by [_1] if empty.
2035 sub invoice_pay_by_msg {
2039 $self->conf->config('invoice_pay_by_msg', $self->agentnum)
2040 || 'Please pay by [_1]';
2041 $msg .= ' - ' . $self->mt($please_pay_by, $self->due_date2str('short')) . ' ';
2046 =item balance_due_msg
2050 sub balance_due_msg {
2052 my $msg = $self->mt('Balance Due');
2053 return $msg unless $self->terms; # huh?
2054 if ( !$self->conf->exists('invoice_show_prior_due_date')
2055 || $self->has_sections ) {
2056 # if enabled, the due date is shown with Total New Charges (see
2057 # _items_total) and not here
2058 # (yes, or if invoice_sections is enabled; this is just for compatibility)
2059 if ( $self->due_date ) {
2060 $msg .= $self->invoice_pay_by_msg
2061 unless $self->conf->config_bool('invoice_omit_due_date',$self->agentnum);
2062 } elsif ( $self->terms ) {
2063 $msg .= ' - '. $self->mt($self->terms);
2069 =item balance_due_date
2073 sub balance_due_date {
2075 my $conf = $self->conf;
2077 my $terms = $self->terms;
2078 if ( $terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2079 $duedate = $self->time2str_local('rdate', $self->_date + ($1*86400) );
2084 sub credit_balance_msg {
2086 $self->mt('Credit Balance Remaining')
2091 Returns a string with the date, for example: "3/20/2008", localized for the
2092 customer. Use _date_pretty_unlocalized for non-end-customer display use.
2098 $self->time2str_local('short', $self->_date);
2101 =item _date_pretty_unlocalized
2103 Returns a string with the date, for example: "3/20/2008", in the format
2104 configured for the back-office. Use _date_pretty for end-customer display use.
2108 sub _date_pretty_unlocalized {
2110 time2str($date_format, $self->_date);
2115 Emails this template.
2117 Options are passed as a hashref. Available options:
2123 If specified, overrides the default From: address.
2127 If specified, overrides the name of the sent document ("Invoice" or "Quotation")
2131 (Deprecated) If specified, is the name of a suffix for alternate template files.
2135 Options accepted by generate_email can also be used.
2141 my $opt = shift || {};
2142 if ($opt and !ref($opt)) {
2143 die ref($self). '->email called with positional parameters';
2146 return if $self->hide;
2148 my $error = send_email(
2149 $self->generate_email(
2150 'subject' => $self->email_subject($opt->{template}),
2151 %$opt, # template, etc.
2155 die "can't email: $error\n" if $error;
2158 =item generate_email OPTION => VALUE ...
2166 sender address, required
2170 alternate template name, optional
2174 email subject, optional
2178 notice name instead of "Invoice", optional
2182 Returns an argument list to be passed to L<FS::Misc::send_email>.
2189 sub generate_email {
2193 my $conf = $self->conf;
2195 my $me = '[FS::Template_Mixin::generate_email]';
2198 'from' => $args{'from'},
2199 'subject' => ($args{'subject'} || $self->email_subject),
2200 'custnum' => $self->custnum,
2201 'msgtype' => 'invoice',
2204 $args{'unsquelch_cdr'} = $conf->exists('voip-cdr_email');
2206 my $cust_main = $self->cust_main;
2208 if (ref($args{'to'}) eq 'ARRAY') {
2209 $return{'to'} = $args{'to'};
2210 } elsif ( $cust_main ) {
2211 $return{'to'} = [ $cust_main->invoicing_list_emailonly ];
2214 my $tc = $self->template_conf;
2216 my @text; # array of lines
2217 my $html; # a big string
2218 my @related_parts; # will contain the text/HTML alternative, and images
2219 my $related; # will contain the multipart/related object
2221 if ( $conf->exists($tc. 'email_pdf') ) {
2222 if ( my $msgnum = $conf->config($tc.'email_pdf_msgnum') ) {
2224 warn "$me using '${tc}email_pdf_msgnum' in multipart message"
2227 my $msg_template = FS::msg_template->by_key($msgnum)
2228 or die "${tc}email_pdf_msgnum $msgnum not found\n";
2229 my $cust_msg = $msg_template->prepare(
2230 cust_main => $self->cust_main,
2232 msgtype => 'invoice',
2235 # XXX hack to make this work in the new cust_msg era; consider replacing
2236 # with cust_bill_send_with_notice events.
2237 my @parts = $cust_msg->parts;
2238 foreach my $part (@parts) { # will only have two parts, normally
2239 if ( $part->mime_type eq 'text/plain' ) {
2240 @text = @{ $part->body };
2241 } elsif ( $part->mime_type eq 'text/html' ) {
2242 $html = $part->bodyhandle->as_string;
2246 } elsif ( my @note = $conf->config($tc.'email_pdf_note') ) {
2248 warn "$me using '${tc}email_pdf_note' in multipart message"
2250 @text = $conf->config($tc.'email_pdf_note');
2251 $html = join('<BR>', @text);
2253 } # else use the plain text invoice
2258 if ( $conf->config($tc.'template') ) {
2260 warn "$me generating plain text invoice"
2263 # 'print_text' argument is no longer used
2264 @text = map Encode::encode_utf8($_), $self->print_text(\%args);
2268 warn "$me no plain text version exists; sending empty message body"
2275 my $text_part = build MIME::Entity (
2276 'Type' => 'text/plain',
2277 'Encoding' => 'quoted-printable',
2278 'Charset' => 'UTF-8',
2279 #'Encoding' => '7bit',
2281 'Disposition' => 'inline',
2286 if ( $conf->exists($tc.'html') ) {
2287 warn "$me generating HTML invoice"
2290 $args{'from'} =~ /\@([\w\.\-]+)/;
2291 my $from = $1 || 'example.com';
2292 my $content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2295 my $agentnum = $cust_main ? $cust_main->agentnum
2296 : $self->prospect_main->agentnum;
2297 if ( defined($args{'template'}) && length($args{'template'})
2298 && $conf->exists( 'logo_'. $args{'template'}. '.png', $agentnum )
2301 $logo = 'logo_'. $args{'template'}. '.png';
2305 my $image_data = $conf->config_binary( $logo, $agentnum);
2307 push @related_parts, build MIME::Entity
2308 'Type' => 'image/png',
2309 'Encoding' => 'base64',
2310 'Data' => $image_data,
2311 'Filename' => 'logo.png',
2312 'Content-ID' => "<$content_id>",
2315 if ( ref($self) eq 'FS::cust_bill' && $conf->exists('invoice-barcode') ) {
2316 my $barcode_content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2317 push @related_parts, build MIME::Entity
2318 'Type' => 'image/png',
2319 'Encoding' => 'base64',
2320 'Data' => $self->invoice_barcode(0),
2321 'Filename' => 'barcode.png',
2322 'Content-ID' => "<$barcode_content_id>",
2324 $args{'barcode_cid'} = $barcode_content_id;
2327 $html = $self->print_html({ 'cid'=>$content_id, %args });
2334 warn "$me creating HTML/text multipart message"
2337 $return{'nobody'} = 1;
2339 my $alternative = build MIME::Entity
2340 'Type' => 'multipart/alternative',
2341 #'Encoding' => '7bit',
2342 'Disposition' => 'inline'
2346 $alternative->add_part($text_part);
2349 $alternative->attach(
2350 'Type' => 'text/html',
2351 'Encoding' => 'quoted-printable',
2352 'Data' => [ '<html>',
2355 ' '. encode_entities($return{'subject'}),
2358 ' <body bgcolor="#e8e8e8">',
2359 Encode::encode_utf8($html),
2363 'Disposition' => 'inline',
2364 #'Filename' => 'invoice.pdf',
2367 unshift @related_parts, $alternative;
2369 $related = build MIME::Entity 'Type' => 'multipart/related',
2370 'Encoding' => '7bit';
2372 #false laziness w/Misc::send_email
2373 $related->head->replace('Content-type',
2374 $related->mime_type.
2375 '; boundary="'. $related->head->multipart_boundary. '"'.
2376 '; type=multipart/alternative'
2379 $related->add_part($_) foreach @related_parts;
2383 my @otherparts = ();
2384 if ( ref($self) eq 'FS::cust_bill' && $cust_main->email_csv_cdr ) {
2386 if ( $conf->config('voip-cdr_email_attach') eq 'zip' ) {
2388 my $data = join('', map "$_\n",
2389 $self->call_details(prepend_billed_number=>1)
2392 my $zip = new Archive::Zip;
2393 my $file = $zip->addString( $data, 'usage-'.$self->invnum.'.csv' );
2394 $file->desiredCompressionMethod( COMPRESSION_DEFLATED );
2397 my $SH = IO::Scalar->new(\$zipdata);
2398 my $status = $zip->writeToFileHandle($SH);
2399 die "Error zipping CDR attachment: $!" unless $status == AZ_OK;
2401 push @otherparts, build MIME::Entity
2402 'Type' => 'application/zip',
2403 'Encoding' => 'base64',
2405 'Disposition' => 'attachment',
2406 'Filename' => 'usage-'. $self->invnum. '.zip',
2409 } else { # } elsif ( $conf->config('voip-cdr_email_attach') eq 'csv' ) {
2411 push @otherparts, build MIME::Entity
2412 'Type' => 'text/csv',
2413 'Encoding' => '7bit',
2414 'Data' => [ map { "$_\n" }
2415 $self->call_details('prepend_billed_number' => 1)
2417 'Disposition' => 'attachment',
2418 'Filename' => 'usage-'. $self->invnum. '.csv',
2425 if ( $conf->exists($tc.'email_pdf') ) {
2430 # multipart/alternative
2436 my $pdf = build MIME::Entity $self->mimebuild_pdf(\%args);
2437 push @otherparts, $pdf;
2441 $return{'content-type'} = 'multipart/mixed'; # of the outer container
2443 $return{'mimeparts'} = [ $related, @otherparts ];
2444 $return{'type'} = 'multipart/related'; # of the first part
2446 $return{'mimeparts'} = [ $text_part, @otherparts ];
2447 $return{'type'} = 'text/plain';
2449 } elsif ( $html ) { # no PDF or CSV, strip the outer container
2450 $return{'mimeparts'} = \@related_parts;
2451 $return{'content-type'} = 'multipart/related';
2452 $return{'type'} = 'multipart/alternative';
2453 } else { # no HTML either
2454 $return{'body'} = \@text;
2455 $return{'content-type'} = 'text/plain';
2464 Returns a list suitable for passing to MIME::Entity->build(), representing
2465 this quotation or invoice as PDF attachment.
2472 'Type' => 'application/pdf',
2473 'Encoding' => 'base64',
2474 'Data' => [ $self->print_pdf(@_) ],
2475 'Disposition' => 'attachment',
2476 'Filename' => $self->pdf_filename,
2480 =item postal_mail_fsinc
2482 Sends this invoice to the Freeside Internet Services, Inc. print and mail
2488 use IO::Socket::SSL;
2490 use HTTP::Request::Common qw( POST );
2491 use Cpanel::JSON::XS;
2493 sub postal_mail_fsinc {
2494 my ( $self, %opt ) = @_;
2496 my $url = 'https://ws.freeside.biz/print';
2498 my $cust_main = $self->cust_main;
2499 my $agentnum = $cust_main->agentnum;
2500 my $bill_location = $cust_main->bill_location;
2502 die "Extra charges for international mailing; contact support\@freeside.biz to enable\n"
2503 if $bill_location->country ne 'US';
2505 my $conf = new FS::Conf;
2507 my @company_address = $conf->config('company_address', $agentnum);
2508 my ( $company_address1, $company_address2, $company_city, $company_state, $company_zip );
2509 if ( $company_address[2] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2510 $company_address1 = $company_address[0];
2511 $company_address2 = $company_address[1];
2513 $company_state = $2;
2515 } elsif ( $company_address[1] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2516 $company_address1 = $company_address[0];
2517 $company_address2 = '';
2519 $company_state = $2;
2522 die "Unparsable company_address; contact support\@freeside.biz\n";
2524 $company_city =~ s/,$//;
2526 my $file = $self->print_pdf(%opt, 'no_addresses' => 1);
2527 my $pages = CAM::PDF->new($file)->numPages;
2529 my $ua = LWP::UserAgent->new(
2531 verify_hostname => 0,
2532 SSL_verify_mode => IO::Socket::SSL::SSL_VERIFY_NONE,
2533 SSL_version => 'SSLv3',
2536 my $response = $ua->request( POST $url, [
2537 'support-key' => scalar($conf->config('support-key')),
2538 'file' => encode_base64($file),
2542 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
2543 'company_address1' => $company_address1,
2544 'company_address2' => $company_address2,
2545 'company_city' => $company_city,
2546 'company_state' => $company_state,
2547 'company_zip' => $company_zip,
2548 'company_country' => 'US',
2549 'company_phonenum' => scalar($conf->config('company_phonenum', $agentnum)),
2550 'company_email' => scalar($conf->config('invoice_from', $agentnum)),
2553 'name' => $cust_main->invoice_attn
2554 || $cust_main->contact_firstlast,
2555 'company' => $cust_main->company,
2556 'address1' => $bill_location->address1,
2557 'address2' => $bill_location->address2,
2558 'city' => $bill_location->city,
2559 'state' => $bill_location->state,
2560 'zip' => $bill_location->zip,
2561 'country' => $bill_location->country,
2564 die "Print connection error: ". $response->message.
2565 ' ('. $response->as_string. ")\n"
2566 unless $response->is_success;
2569 my $content = eval { decode_json($response->content) };
2570 die "Print JSON error : $@\n" if $@;
2572 die $content->{error}."\n"
2573 if $content->{error};
2575 #TODO: store this so we can query for a status later
2576 warn "Invoice printed, ID ". $content->{id}. "\n";
2582 =item _items_sections OPTIONS
2584 Generate section information for all items appearing on this invoice.
2585 This will only be called for multi-section invoices.
2587 For each line item (L<FS::cust_bill_pkg> record), this will fetch all
2588 related display records (L<FS::cust_bill_pkg_display>) and organize
2589 them into two groups ("early" and "late" according to whether they come
2590 before or after the total), then into sections. A subtotal is calculated
2593 Section descriptions are returned in sort weight order. Each consists
2594 of a hash containing:
2596 description: the package category name, escaped
2597 subtotal: the total charges in that section
2598 tax_section: a flag indicating that the section contains only tax charges
2599 summarized: same as tax_section, for some reason
2600 sort_weight: the package category's sort weight
2602 If 'condense' is set on the display record, it also contains everything
2603 returned from C<_condense_section()>, i.e. C<_condensed_foo_generator>
2604 coderefs to generate parts of the invoice. This is not advised.
2606 The method returns two arrayrefs, one of "early" sections and one of "late"
2609 OPTIONS may include:
2611 by_location: a flag to divide the invoice into sections by location.
2612 Each section hash will have a 'location' element containing a hashref of
2613 the location fields (see L<FS::cust_location>). The section description
2614 will be the location label, but the template can use any of the location
2615 fields to create a suitable label.
2617 by_category: a flag to divide the invoice into sections using display
2618 records (see L<FS::cust_bill_pkg_display>). This is the "traditional"
2619 behavior. Each section hash will have a 'category' element containing
2620 the section name from the display record (which probably equals the
2621 category name of the package, but may not in some cases).
2623 summary: a flag indicating that this is a summary-format invoice.
2624 Turning this on has the following effects:
2625 - Ignores display items with the 'summary' flag.
2626 - Places all sections in the "early" group even if they have post_total.
2627 - Creates sections for all non-disabled package categories, even if they
2628 have no charges on this invoice, as well as a section with no name.
2630 escape: an escape function to use for section titles.
2632 extra_sections: an arrayref of additional sections to return after the
2633 sorted list. If there are any of these, section subtotals exclude
2636 format: 'latex', 'html', or 'template' (i.e. text). Not used, but
2637 passed through to C<_condense_section()>.
2641 use vars qw(%pkg_category_cache);
2642 sub _items_sections {
2646 my $escape = $opt{escape};
2647 my @extra_sections = @{ $opt{extra_sections} || [] };
2649 # $subtotal{$locationnum}{$categoryname} = amount.
2650 # if we're not using by_location, $locationnum is undef.
2651 # if we're not using by_category, you guessed it, $categoryname is undef.
2652 # if we're not using either one, we shouldn't be here in the first place...
2654 my %late_subtotal = ();
2657 # About tax items + multisection invoices:
2658 # If either invoice_*summary option is enabled, AND there is a
2659 # package category with the name of the tax, then there will be
2660 # a display record assigning the tax item to that category.
2662 # However, the taxes are always placed in the "Taxes, Surcharges,
2663 # and Fees" section regardless of that. The only effect of the
2664 # display record is to create a subtotal for the summary page.
2667 my $pkg_hash = $self->cust_pkg_hash;
2669 foreach my $cust_bill_pkg ( $self->cust_bill_pkg )
2672 my $usage = $cust_bill_pkg->usage;
2675 if ( $opt{by_location} ) {
2676 if ( $cust_bill_pkg->pkgnum ) {
2677 $locationnum = $pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum;
2682 $locationnum = undef;
2685 # as in _items_cust_pkg, if a line item has no display records,
2686 # cust_bill_pkg_display() returns a default record for it
2688 foreach my $display ($cust_bill_pkg->cust_bill_pkg_display) {
2689 next if ( $display->summary && $opt{summary} );
2691 #my $section = $display->section;
2692 #false laziness with the method, but for efficiency inside this loop
2693 my $section = $display->get('section');
2694 if ( !$section && !$cust_bill_pkg->hidden ) {
2695 $section = $cust_bill_pkg->get('categoryname'); #cust_bill->cust_bill_pkg added it (XXX quotations / quotation_section)
2698 my $type = $display->type;
2699 # Set $section = undef if we're sectioning by location and this
2700 # line item _has_ a location (i.e. isn't a fee).
2701 $section = undef if $locationnum;
2703 # set this flag if the section is not tax-only
2704 $not_tax{$locationnum}{$section} = 1
2705 if $cust_bill_pkg->pkgnum or $cust_bill_pkg->feepart;
2707 # there's actually a very important piece of logic buried in here:
2708 # incrementing $late_subtotal{$section} CREATES
2709 # $late_subtotal{$section}. keys(%late_subtotal) is later used
2710 # to define the list of late sections, and likewise keys(%subtotal).
2711 # When _items_cust_bill_pkg is called to generate line items for
2712 # real, it will be called with 'section' => $section for each
2714 if ( $display->post_total && !$opt{summary} ) {
2715 if (! $type || $type eq 'S') {
2716 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2717 if $cust_bill_pkg->setup != 0
2718 || $cust_bill_pkg->setup_show_zero;
2722 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur
2723 if $cust_bill_pkg->recur != 0
2724 || $cust_bill_pkg->recur_show_zero;
2727 if ($type && $type eq 'R') {
2728 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2729 if $cust_bill_pkg->recur != 0
2730 || $cust_bill_pkg->recur_show_zero;
2733 if ($type && $type eq 'U') {
2734 $late_subtotal{$locationnum}{$section} += $usage
2735 unless scalar(@extra_sections);
2738 } else { # it's a pre-total (normal) section
2740 # skip tax items unless they're explicitly included in a section
2741 next if $cust_bill_pkg->pkgnum == 0 and
2742 ! $cust_bill_pkg->feepart and
2745 if ( $type eq 'S' ) {
2746 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2747 if $cust_bill_pkg->setup != 0
2748 || $cust_bill_pkg->setup_show_zero;
2749 } elsif ( $type eq 'R' ) {
2750 $subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2751 if $cust_bill_pkg->recur != 0
2752 || $cust_bill_pkg->recur_show_zero;
2753 } elsif ( $type eq 'U' ) {
2754 $subtotal{$locationnum}{$section} += $usage
2755 unless scalar(@extra_sections);
2756 } elsif ( !$type ) {
2757 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2758 + $cust_bill_pkg->recur;
2767 %pkg_category_cache = ();
2769 # summary invoices need subtotals for all non-disabled package categories,
2770 # even if they're zero
2771 # but currently assume that there are no location sections, or at least
2772 # that the summary page doesn't care about them
2773 if ( $opt{summary} ) {
2774 foreach my $category (qsearch('pkg_category', {disabled => ''})) {
2775 $subtotal{''}{$category->categoryname} ||= 0;
2777 $subtotal{''}{''} ||= 0;
2781 foreach my $post_total (0,1) {
2783 my $s = $post_total ? \%late_subtotal : \%subtotal;
2784 foreach my $locationnum (keys %$s) {
2785 foreach my $sectionname (keys %{ $s->{$locationnum} }) {
2787 'subtotal' => $s->{$locationnum}{$sectionname},
2790 if ( $locationnum ) {
2791 $section->{'locationnum'} = $locationnum;
2792 my $location = FS::cust_location->by_key($locationnum);
2793 $section->{'description'} = &{ $escape }($location->location_label);
2794 # Better ideas? This will roughly group them by proximity,
2795 # which alpha sorting on any of the address fields won't.
2796 # Sorting by locationnum is meaningless.
2797 # We have to sort on _something_ or the order may change
2798 # randomly from one invoice to the next, which will confuse
2800 $section->{'sort_weight'} = sprintf('%012s',$location->zip) .
2802 $section->{'location'} = {
2803 label_prefix => &{ $escape }($location->label_prefix),
2804 map { $_ => &{ $escape }($location->get($_)) }
2808 $section->{'category'} = $sectionname;
2809 $section->{'description'} = &{ $escape }($sectionname);
2810 if ( _pkg_category($sectionname) ) {
2811 $section->{'sort_weight'} = _pkg_category($sectionname)->weight;
2812 if ( _pkg_category($sectionname)->condense ) {
2813 $section = { %$section, $self->_condense_section($opt{format}) };
2817 if ( !$post_total and !$not_tax{$locationnum}{$sectionname} ) {
2818 # then it's a tax-only section
2819 $section->{'summarized'} = 'Y';
2820 $section->{'tax_section'} = 'Y';
2822 push @these, $section;
2823 } # foreach $sectionname
2824 } #foreach $locationnum
2825 push @these, @extra_sections if $post_total == 0;
2826 # need an alpha sort for location sections, because postal codes can
2828 $sections[ $post_total ] = [ sort {
2829 $opt{'by_location'} ?
2830 ($a->{sort_weight} cmp $b->{sort_weight}) :
2831 ($a->{sort_weight} <=> $b->{sort_weight})
2833 } #foreach $post_total
2835 return @sections; # early, late
2838 #helper subs for above
2842 $self->{cust_pkg} ||= { map { $_->pkgnum => $_ } $self->cust_pkg };
2846 my $categoryname = shift;
2847 $pkg_category_cache{$categoryname} ||=
2848 qsearchs( 'pkg_category', { 'categoryname' => $categoryname } );
2851 my %condensed_format = (
2852 'label' => [ qw( Description Qty Amount ) ],
2854 sub { shift->{description} },
2855 sub { shift->{quantity} },
2856 sub { my($href, %opt) = @_;
2857 ($opt{dollar} || ''). $href->{amount};
2860 'align' => [ qw( l r r ) ],
2861 'span' => [ qw( 5 1 1 ) ], # unitprices?
2862 'width' => [ qw( 10.7cm 1.4cm 1.6cm ) ], # don't like this
2865 sub _condense_section {
2866 my ( $self, $format ) = ( shift, shift );
2868 map { my $method = "_condensed_$_"; $_ => $self->$method($format) }
2869 qw( description_generator
2872 total_line_generator
2877 sub _condensed_generator_defaults {
2878 my ( $self, $format ) = ( shift, shift );
2879 return ( \%condensed_format, ' ', ' ', ' ', sub { shift } );
2888 sub _condensed_header_generator {
2889 my ( $self, $format ) = ( shift, shift );
2891 my ( $f, $prefix, $suffix, $separator, $column ) =
2892 _condensed_generator_defaults($format);
2894 if ($format eq 'latex') {
2895 $prefix = "\\hline\n\\rule{0pt}{2.5ex}\n\\makebox[1.4cm]{}&\n";
2896 $suffix = "\\\\\n\\hline";
2899 sub { my ($d,$a,$s,$w) = @_;
2900 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2902 } elsif ( $format eq 'html' ) {
2903 $prefix = '<th></th>';
2907 sub { my ($d,$a,$s,$w) = @_;
2908 return qq!<th align="$html_align{$a}">$d</th>!;
2916 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2918 &{$column}( map { $f->{$_}->[$i] } qw(label align span width) );
2921 $prefix. join($separator, @result). $suffix;
2926 sub _condensed_description_generator {
2927 my ( $self, $format ) = ( shift, shift );
2929 my ( $f, $prefix, $suffix, $separator, $column ) =
2930 _condensed_generator_defaults($format);
2932 my $money_char = '$';
2933 if ($format eq 'latex') {
2934 $prefix = "\\hline\n\\multicolumn{1}{c}{\\rule{0pt}{2.5ex}~} &\n";
2936 $separator = " & \n";
2938 sub { my ($d,$a,$s,$w) = @_;
2939 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2941 $money_char = '\\dollar';
2942 }elsif ( $format eq 'html' ) {
2943 $prefix = '"><td align="center"></td>';
2947 sub { my ($d,$a,$s,$w) = @_;
2948 return qq!<td align="$html_align{$a}">$d</td>!;
2950 #$money_char = $conf->config('money_char') || '$';
2951 $money_char = ''; # this is madness
2959 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2961 $dollar = $money_char if $i == scalar(@{$f->{label}})-1;
2963 &{$column}( &{$f->{fields}->[$i]}($href, 'dollar' => $dollar),
2964 map { $f->{$_}->[$i] } qw(align span width)
2968 $prefix. join( $separator, @result ). $suffix;
2973 sub _condensed_total_generator {
2974 my ( $self, $format ) = ( shift, shift );
2976 my ( $f, $prefix, $suffix, $separator, $column ) =
2977 _condensed_generator_defaults($format);
2980 if ($format eq 'latex') {
2983 $separator = " & \n";
2985 sub { my ($d,$a,$s,$w) = @_;
2986 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2988 }elsif ( $format eq 'html' ) {
2992 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2994 sub { my ($d,$a,$s,$w) = @_;
2995 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
3004 # my $r = &{$f->{fields}->[$i]}(@args);
3005 # $r .= ' Total' unless $i;
3007 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
3009 &{$column}( &{$f->{fields}->[$i]}(@args). ($i ? '' : ' Total'),
3010 map { $f->{$_}->[$i] } qw(align span width)
3014 $prefix. join( $separator, @result ). $suffix;
3019 =item total_line_generator FORMAT
3021 Returns a coderef used for generation of invoice total line items for this
3022 usage_class. FORMAT is either html or latex
3026 # should not be used: will have issues with hash element names (description vs
3027 # total_item and amount vs total_amount -- another array of functions?
3029 sub _condensed_total_line_generator {
3030 my ( $self, $format ) = ( shift, shift );
3032 my ( $f, $prefix, $suffix, $separator, $column ) =
3033 _condensed_generator_defaults($format);
3036 if ($format eq 'latex') {
3039 $separator = " & \n";
3041 sub { my ($d,$a,$s,$w) = @_;
3042 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
3044 }elsif ( $format eq 'html' ) {
3048 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
3050 sub { my ($d,$a,$s,$w) = @_;
3051 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
3060 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
3062 &{$column}( &{$f->{fields}->[$i]}(@args),
3063 map { $f->{$_}->[$i] } qw(align span width)
3067 $prefix. join( $separator, @result ). $suffix;
3072 =item _items_pkg [ OPTIONS ]
3074 Return line item hashes for each package item on this invoice. Nearly
3077 $self->_items_cust_bill_pkg([ $self->cust_bill_pkg ])
3079 OPTIONS are passed through to _items_cust_bill_pkg, and should include
3080 'format' and 'escape_function' at minimum.
3082 To produce items for a specific invoice section, OPTIONS should include
3083 'section', a hashref containing 'category' and/or 'locationnum' keys.
3085 'section' may also contain a key named 'condensed'. If this is present
3086 and has a true value, _items_pkg will try to merge identical items into items
3087 with 'quantity' equal to the number of items (not the sum of their separate
3088 quantities, for some reason).
3094 # The order of these is important. Bundled line items will be merged into
3095 # the most recent non-hidden item, so it needs to be the one with:
3097 # - the same start date
3098 # - no pkgpart_override
3100 # So: sort by pkgnum,
3102 # then sort the base line item before any overrides
3103 # then sort hidden before non-hidden add-ons
3104 # then sort by override pkgpart (for consistency)
3105 sort { $a->pkgnum <=> $b->pkgnum or
3106 $a->sdate <=> $b->sdate or
3107 ($a->pkgpart_override ? 0 : -1) or
3108 ($b->pkgpart_override ? 0 : 1) or
3109 $b->hidden cmp $a->hidden or
3110 $a->pkgpart_override <=> $b->pkgpart_override
3112 # and of course exclude taxes and fees
3113 grep { $_->pkgnum > 0 } $self->cust_bill_pkg;
3119 my @cust_bill_pkg = grep { $_->feepart } $self->cust_bill_pkg;
3120 my $escape_function = $options{escape_function};
3122 my $locale = $self->cust_main->locale;
3125 foreach my $cust_bill_pkg (@cust_bill_pkg) {
3126 # cache this, so we don't look it up again in every section
3127 my $part_fee = $cust_bill_pkg->get('part_fee')
3128 || $cust_bill_pkg->part_fee;
3129 $cust_bill_pkg->set('part_fee', $part_fee);
3131 #die "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n"; # might make more sense
3132 warn "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n";
3135 if ( exists($options{section}) and exists($options{section}{category}) )
3137 my $categoryname = $options{section}{category};
3138 # then filter for items that have that section
3139 if ( $part_fee->categoryname ne $categoryname ) {
3140 warn "skipping fee '".$part_fee->itemdesc."'--not in section $categoryname\n" if $DEBUG;
3143 } # otherwise include them all in the main section
3144 # XXX what to do when sectioning by location?
3147 my %base_invnums; # invnum => invoice date
3148 foreach ($cust_bill_pkg->cust_bill_pkg_fee) {
3149 if ($_->base_invnum) {
3150 my $base_bill = FS::cust_bill->by_key($_->base_invnum);
3151 my $base_date = $self->time2str_local('short', $base_bill->_date)
3153 $base_invnums{$_->base_invnum} = $base_date || '';
3156 foreach (sort keys(%base_invnums)) {
3157 next if $_ == $self->invnum;
3158 # per convention, we must escape ext_description lines
3160 &{$escape_function}(
3161 $self->mt('from invoice #[_1] on [_2]', $_, $base_invnums{$_})
3164 my $desc = $part_fee->itemdesc_locale($locale);
3165 # but not escape the base description line
3167 my @pkg_tax = $cust_bill_pkg->_pkg_tax_list
3168 if $options{section_with_taxes};
3171 { feepart => $cust_bill_pkg->feepart,
3172 amount => sprintf('%.2f', $cust_bill_pkg->setup + $cust_bill_pkg->recur),
3173 description => $desc,
3174 pkg_tax => \@pkg_tax,
3175 ext_description => \@ext_desc,
3186 warn "$me _items_pkg searching for all package line items\n"
3189 my @cust_bill_pkg = $self->_items_nontax;
3191 warn "$me _items_pkg filtering line items\n"
3193 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3195 if ($options{section} && $options{section}->{condensed}) {
3197 warn "$me _items_pkg condensing section\n"
3201 local $Storable::canonical = 1;
3202 foreach ( @items ) {
3204 delete $item->{ref};
3205 delete $item->{ext_description};
3206 my $key = freeze($item);
3207 $itemshash{$key} ||= 0;
3208 $itemshash{$key} ++; # += $item->{quantity};
3210 @items = sort { $a->{description} cmp $b->{description} }
3211 map { my $i = thaw($_);
3212 $i->{quantity} = $itemshash{$_};
3214 sprintf( "%.2f", $i->{quantity} * $i->{amount} );#unit_amount
3220 warn "$me _items_pkg returning ". scalar(@items). " items\n"
3227 return 0 unless $a->itemdesc cmp $b->itemdesc;
3228 return -1 if $b->itemdesc eq 'Tax';
3229 return 1 if $a->itemdesc eq 'Tax';
3230 return -1 if $b->itemdesc eq 'Other surcharges';
3231 return 1 if $a->itemdesc eq 'Other surcharges';
3232 $a->itemdesc cmp $b->itemdesc;
3237 my @cust_bill_pkg = sort _taxsort grep { ! $_->pkgnum and ! $_->feepart }
3238 $self->cust_bill_pkg;
3239 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3241 if ( $self->conf->exists('always_show_tax') ) {
3242 my $itemdesc = $self->conf->config('always_show_tax') || 'Tax';
3243 if (0 == grep { $_->{description} eq $itemdesc } @items) {
3245 { 'description' => $itemdesc,
3252 =item _items_cust_bill_pkg CUST_BILL_PKGS OPTIONS
3254 Takes an arrayref of L<FS::cust_bill_pkg> objects, and returns a
3255 list of hashrefs describing the line items they generate on the invoice.
3257 OPTIONS may include:
3259 format: the invoice format.
3261 escape_function: the function used to escape strings.
3263 DEPRECATED? (expensive, mostly unused?)
3264 format_function: the function used to format CDRs.
3266 section: a hashref containing 'category' and/or 'locationnum'; if this
3267 is present, only returns line items that belong to that category and/or
3268 location (whichever is defined).
3270 multisection: a flag indicating that this is a multisection invoice,
3271 which does something complicated.
3273 section_with_taxes: Look up and include applied taxes for each record
3275 Returns a list of hashrefs, each of which may contain:
3277 pkgnum, description, amount, unit_amount, quantity, pkgpart, _is_setup, and
3278 ext_description, which is an arrayref of detail lines to show below
3283 sub _items_cust_bill_pkg {
3285 my $conf = $self->conf;
3286 my $cust_bill_pkgs = shift;
3289 my $format = $opt{format} || '';
3290 my $escape_function = $opt{escape_function} || sub { shift };
3291 my $format_function = $opt{format_function} || '';
3292 my $no_usage = $opt{no_usage} || '';
3293 my $unsquelched = $opt{unsquelched} || ''; #unused
3294 my ($section, $locationnum, $category);
3295 if ( $opt{section} ) {
3296 $category = $opt{section}->{category};
3297 $locationnum = $opt{section}->{locationnum};
3299 my $summary_page = $opt{summary_page} || ''; #unused
3300 my $multisection = defined($category) || defined($locationnum);
3301 # this variable is the value of the config setting, not whether it applies
3302 # to this particular line item.
3303 my $discount_show_always = $conf->exists('discount-show-always');
3305 my $maxlength = $conf->config('cust_bill-latex_lineitem_maxlength') || 40;
3307 my $cust_main = $self->cust_main;#for per-agent cust_bill-line_item-ate_style
3309 my $agentnum = $self->agentnum;
3311 # for location labels: use default location on the invoice date
3312 my $default_locationnum;
3313 if ( $conf->exists('invoice-all_pkg_addresses') ) {
3314 $default_locationnum = 0; # treat them all as non-default
3315 } elsif ( $self->custnum ) {
3317 my @h_search = FS::h_cust_main->sql_h_search($self->_date);
3318 $h_cust_main = qsearchs({
3319 'table' => 'h_cust_main',
3320 'hashref' => { custnum => $self->custnum },
3321 'extra_sql' => $h_search[1],
3322 'addl_from' => $h_search[3],
3324 $default_locationnum = $h_cust_main->ship_locationnum;
3325 } elsif ( $self->prospectnum ) {
3326 my $cust_location = qsearchs('cust_location',
3327 { prospectnum => $self->prospectnum,
3329 $default_locationnum = $cust_location->locationnum if $cust_location;
3332 my @b = (); # accumulator for the line item hashes that we'll return
3333 my ($s, $r, $u, $d) = ( undef, undef, undef, undef );
3334 # the 'current' line item hashes for setup, recur, usage, discount
3335 foreach my $cust_bill_pkg ( @$cust_bill_pkgs )
3337 # if the current line item is waiting to go out, and the one we're about
3338 # to start is not bundled, then push out the current one and start a new
3341 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
3343 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3344 if ( $_ && !$cust_bill_pkg->hidden ) {
3345 $_->{amount} = sprintf( "%.2f", $_->{amount} );
3346 $_->{amount} =~ s/^\-0\.00$/0.00/;
3347 if (exists($_->{unit_amount})) {
3348 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3351 # we already decided to create this display line; don't reconsider it
3353 # if $_->{amount} != 0
3354 # || $discount_show_always
3355 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3356 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3362 if ( $locationnum ) {
3363 # this is a location section; skip packages that aren't at this
3365 next if $cust_bill_pkg->pkgnum == 0; # skips fees...
3366 next if $self->cust_pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum
3370 # Consider display records for this item to determine if it belongs
3371 # in this section. Note that if there are no display records, there
3372 # will be a default pseudo-record that includes all charge types
3373 # and has no section name.
3374 my @cust_bill_pkg_display = $cust_bill_pkg->can('cust_bill_pkg_display')
3375 ? $cust_bill_pkg->cust_bill_pkg_display
3376 : ( $cust_bill_pkg );
3378 warn "$me _items_cust_bill_pkg considering cust_bill_pkg ".
3379 $cust_bill_pkg->billpkgnum. ", pkgnum ". $cust_bill_pkg->pkgnum. "\n"
3382 if ( defined($category) ) {
3383 # then this is a package category section; process all display records
3384 # that belong to this section.
3385 @cust_bill_pkg_display = grep { $_->section eq $category }
3386 @cust_bill_pkg_display;
3388 # otherwise, process all display records that aren't usage summaries
3389 # (I don't think there should be usage summaries if you aren't using
3390 # category sections, but this is the historical behavior)
3391 @cust_bill_pkg_display = grep { !$_->summary }
3392 @cust_bill_pkg_display;
3395 my $classname = ''; # package class name, will fill in later
3397 foreach my $display (@cust_bill_pkg_display) {
3399 warn "$me _items_cust_bill_pkg considering cust_bill_pkg_display ".
3400 $display->billpkgdisplaynum. "\n"
3403 my $type = $display->type;
3405 my $desc = $cust_bill_pkg->desc( $cust_main ? $cust_main->locale : '' );
3406 $desc = substr($desc, 0, $maxlength). '...'
3407 if $format eq 'latex' && length($desc) > $maxlength;
3409 my %details_opt = ( 'format' => $format,
3410 'escape_function' => $escape_function,
3411 'format_function' => $format_function,
3412 'no_usage' => $opt{'no_usage'},
3415 if ( $cust_bill_pkg->pkgnum > 0 ) {
3416 # a "normal" package line item (not a quotation, not a fee, not a tax)
3418 warn "$me _items_cust_bill_pkg cust_bill_pkg is non-tax\n"
3421 my $cust_pkg = $cust_bill_pkg->cust_pkg;
3422 my $part_pkg = $cust_pkg->part_pkg;
3424 # which pkgpart to show for display purposes?
3425 my $pkgpart = $cust_bill_pkg->pkgpart_override || $cust_pkg->pkgpart;
3427 # start/end dates for invoice formats that do nonstandard
3429 my %item_dates = ();
3430 %item_dates = map { $_ => $cust_bill_pkg->$_ } ('sdate', 'edate')
3431 unless $part_pkg->option('disable_line_item_date_ranges',1);
3433 # not normally used, but pass this to the template anyway
3434 $classname = $part_pkg->classname;
3436 my @pkg_tax = $cust_bill_pkg->_pkg_tax_list
3437 if $opt{section_with_taxes};
3439 if ( (!$type || $type eq 'S')
3440 && ( $cust_bill_pkg->setup != 0
3441 || $cust_bill_pkg->setup_show_zero
3442 || ($discount_show_always and $cust_bill_pkg->unitsetup > 0)
3447 warn "$me _items_cust_bill_pkg adding setup\n"
3450 # append the word 'Setup' to the setup line if there's going to be
3451 # a recur line for the same package (i.e. not a one-time charge)
3453 my $description = $desc;
3454 $description .= ' Setup'
3455 if $cust_bill_pkg->recur != 0
3456 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3457 || $cust_bill_pkg->recur_show_zero;
3459 my $disable_date_ranges =
3460 $opt{disable_line_item_date_ranges}
3461 || $part_pkg->option('disable_line_item_date_ranges', 1);
3463 $description .= $cust_bill_pkg->time_period_pretty(
3466 disable_date_ranges => $disable_date_ranges,
3468 if $part_pkg->is_prepaid #for prepaid, "display the validity period
3469 # triggered by the recurring charge freq
3471 && $cust_bill_pkg->recur == 0
3472 && ! $cust_bill_pkg->recur_show_zero;
3475 my @svc_labels = ();
3478 unless ( $part_pkg->hide_svc_detail ) {
3480 # still pass the svc_label through to the template, even if
3481 # not displaying it as an ext_description
3482 @svc_labels = map &{$escape_function}($_),
3483 $cust_pkg->h_labels_short($self->_date,
3486 $self->conf->{locale},
3488 $svc_label = $svc_labels[0];
3492 unless ( $part_pkg->hide_svc_detail
3493 || $cust_bill_pkg->hidden )
3496 push @d, @svc_labels
3497 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
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 } #unless hiding service details
3510 push @d, $cust_bill_pkg->details(%details_opt)
3511 if $cust_bill_pkg->recur == 0;
3513 if ( $cust_bill_pkg->hidden ) {
3514 $s->{amount} += $cust_bill_pkg->setup;
3515 $s->{unit_amount} += $cust_bill_pkg->unitsetup;
3516 push @{ $s->{ext_description} }, @d;
3519 billpkgnum => $cust_bill_pkg->billpkgnum,
3521 description => $description,
3522 pkgpart => $pkgpart,
3523 pkgnum => $cust_bill_pkg->pkgnum,
3524 amount => $cust_bill_pkg->setup,
3525 setup_show_zero => $cust_bill_pkg->setup_show_zero,
3526 unit_amount => $cust_bill_pkg->unitsetup,
3527 quantity => $cust_bill_pkg->quantity,
3528 ext_description => \@d,
3529 svc_label => ($svc_label || ''),
3530 locationnum => $cust_pkg->locationnum, # sure, why not?
3531 pkg_tax => \@pkg_tax,
3537 # should we show a recur line?
3538 # if type eq 'S', then NO, because we've been told not to.
3539 # otherwise, show the recur line if:
3540 # - there's a recurring charge
3541 # - or recur_show_zero is on
3542 # - or there's a positive unitrecur (so it's been discounted to zero)
3543 # and discount-show-always is on
3544 if ( ( !$type || $type eq 'R' || $type eq 'U' )
3546 $cust_bill_pkg->recur != 0
3548 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3549 || $cust_bill_pkg->recur_show_zero
3554 warn "$me _items_cust_bill_pkg adding recur/usage\n"
3557 my $is_summary = $display->summary;
3558 my $description = $desc;
3559 if ( $type eq 'U' and defined($r) ) {
3560 # don't just show the same description as the recur line
3561 $description = $self->mt('Usage charges');
3564 my $disable_date_ranges =
3565 $opt{disable_line_item_date_ranges}
3566 || $part_pkg->option('disable_line_item_date_ranges', 1);
3568 $description .= $cust_bill_pkg->time_period_pretty(
3571 disable_date_ranges => $disable_date_ranges,
3575 my @seconds = (); # for display of usage info
3576 my @svc_labels = ();
3579 #at least until cust_bill_pkg has "past" ranges in addition to
3580 #the "future" sdate/edate ones... see #3032
3581 my @dates = ( $self->_date );
3582 my $prev = $cust_bill_pkg->previous_cust_bill_pkg;
3583 push @dates, $prev->sdate if $prev;
3584 push @dates, undef if !$prev;
3586 unless ( $part_pkg->hide_svc_detail ) {
3587 @svc_labels = map &{$escape_function}($_),
3588 $cust_pkg->h_labels_short(@dates,
3590 $self->conf->{locale});
3591 $svc_label = $svc_labels[0];
3594 # show service labels, unless...
3595 # the package is set not to display them
3596 unless ( $part_pkg->hide_svc_detail
3597 # or this is a tax-like line item
3598 || $cust_bill_pkg->itemdesc
3599 # or this is a hidden (bundled) line item
3600 || $cust_bill_pkg->hidden
3601 # or this is a usage summary line
3602 || $is_summary && $type && $type eq 'U'
3603 # or this is a usage line and there's a recurring line
3604 # for the package in the same section (which will
3605 # have service labels already)
3606 || ($type eq 'U' and defined($r))
3610 warn "$me _items_cust_bill_pkg adding service details\n"
3613 push @d, @svc_labels
3614 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3615 warn "$me _items_cust_bill_pkg done adding service details\n"
3618 # show the location label if it's not the customer's default
3619 # location, and we're not grouping items by location already
3620 if ( $cust_pkg->locationnum != $default_locationnum
3621 and !defined($locationnum) ) {
3622 my $loc = $cust_pkg->location_label;
3623 $loc = substr($loc, 0, $maxlength). '...'
3624 if $format eq 'latex' && length($loc) > $maxlength;
3625 push @d, &{$escape_function}($loc);
3628 # Display of seconds_since_sqlradacct:
3629 # On the invoice, when processing @detail_items, look for a field
3630 # named 'seconds'. This will contain total seconds for each
3631 # service, in the same order as @ext_description. For services
3632 # that don't support this it will show undef.
3633 if ( $conf->exists('svc_acct-usage_seconds')
3634 and ! $cust_bill_pkg->pkgpart_override ) {
3635 foreach my $cust_svc (
3636 $cust_pkg->h_cust_svc(@dates, 'I')
3639 # eval because not having any part_export_usage exports
3640 # is a fatal error, last_bill/_date because that's how
3641 # sqlradius_hour billing does it
3643 $cust_svc->seconds_since_sqlradacct($dates[1] || 0, $dates[0]);
3645 push @seconds, $sec;
3647 } #if svc_acct-usage_seconds
3649 } # if we are showing service labels
3651 unless ( $is_summary ) {
3652 warn "$me _items_cust_bill_pkg adding details\n"
3655 #instead of omitting details entirely in this case (unwanted side
3656 # effects), just omit CDRs
3657 $details_opt{'no_usage'} = 1
3658 if $type && $type eq 'R';
3660 push @d, $cust_bill_pkg->details(%details_opt);
3663 warn "$me _items_cust_bill_pkg calculating amount\n"
3668 $amount = $cust_bill_pkg->recur;
3669 } elsif ($type eq 'R') {
3670 $amount = $cust_bill_pkg->recur - $cust_bill_pkg->usage;
3671 } elsif ($type eq 'U') {
3672 $amount = $cust_bill_pkg->usage;
3675 if ( !$type || $type eq 'R' ) {
3677 warn "$me _items_cust_bill_pkg adding recur\n"
3681 ( $cust_bill_pkg->unitrecur > 0 ) ? $cust_bill_pkg->unitrecur
3684 if ( $cust_bill_pkg->hidden ) {
3685 $r->{amount} += $amount;
3686 $r->{unit_amount} += $unit_amount;
3687 push @{ $r->{ext_description} }, @d;
3690 billpkgnum => $cust_bill_pkg->billpkgnum,
3691 description => $description,
3692 pkgpart => $pkgpart,
3693 pkgnum => $cust_bill_pkg->pkgnum,
3695 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3696 unit_amount => $unit_amount,
3697 quantity => $cust_bill_pkg->quantity,
3699 ext_description => \@d,
3700 svc_label => ($svc_label || ''),
3701 locationnum => $cust_pkg->locationnum,
3702 pkg_tax => \@pkg_tax,
3704 $r->{'seconds'} = \@seconds if grep {defined $_} @seconds;
3707 } else { # $type eq 'U'
3709 warn "$me _items_cust_bill_pkg adding usage\n"
3712 if ( $cust_bill_pkg->hidden and defined($u) ) {
3713 # if this is a hidden package and there's already a usage
3714 # line for the bundle, add this package's total amount and
3715 # usage details to it
3716 $u->{amount} += $amount;
3717 push @{ $u->{ext_description} }, @d;
3718 } elsif ( $amount ) {
3719 # create a new usage line
3721 billpkgnum => $cust_bill_pkg->billpkgnum,
3722 description => $description,
3723 pkgpart => $pkgpart,
3724 pkgnum => $cust_bill_pkg->pkgnum,
3727 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3729 ext_description => \@d,
3730 locationnum => $cust_pkg->locationnum,
3731 pkg_tax => \@pkg_tax,
3733 } # else this has no usage, so don't create a usage section
3736 } # recurring or usage with recurring charge
3738 } else { # taxes and fees
3740 warn "$me _items_cust_bill_pkg cust_bill_pkg is tax\n"
3743 # items of this kind should normally not have sdate/edate.
3745 'description' => $desc,
3746 'amount' => sprintf('%.2f', $cust_bill_pkg->setup
3747 + $cust_bill_pkg->recur)
3750 } # if package line item / other line item
3752 # decide whether to show active discounts here
3754 # case 1: we are showing a single line for the package
3756 # case 2: we are showing a setup line for a package that has
3757 # no base recurring fee
3758 or ( $type eq 'S' and $cust_bill_pkg->unitrecur == 0 )
3759 # case 3: we are showing a recur line for a package that has
3760 # a base recurring fee
3761 or ( $type eq 'R' and $cust_bill_pkg->unitrecur > 0 )
3764 my $item_discount = $cust_bill_pkg->_item_discount;
3765 if ( $item_discount ) {
3766 # $item_discount->{amount} is negative
3768 if ( $d and $cust_bill_pkg->hidden ) {
3769 $d->{setup_amount} += $item_discount->{setup_amount};
3770 $d->{recur_amount} += $item_discount->{recur_amount};
3772 $d = $item_discount;
3773 $_ = &{$escape_function}($_) foreach @{ $d->{ext_description} };
3776 # update the active line (before the discount) to show the
3777 # original price (whether this is a hidden line or not)
3779 $s->{amount} -= $item_discount->{setup_amount} if $s;
3780 $r->{amount} -= $item_discount->{recur_amount} if $r;
3782 } # if there are any discounts
3783 } # if this is an appropriate place to show discounts
3785 } # foreach $display
3789 # discount amount is internally split up
3791 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
3794 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3796 $_->{amount} = sprintf( "%.2f", $_->{amount} ),
3797 if exists($_->{amount});
3798 $_->{amount} =~ s/^\-0\.00$/0.00/;
3799 if (exists($_->{unit_amount})) {
3800 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3804 #if $_->{amount} != 0
3805 # || $discount_show_always
3806 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3807 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3811 warn "$me _items_cust_bill_pkg done considering cust_bill_pkgs\n"
3818 =item _items_discounts_avail
3820 Returns an array of line item hashrefs representing available term discounts
3821 for this invoice. This makes the same assumptions that apply to term
3822 discounts in general: that the package is billed monthly, at a flat rate,
3823 with no usage charges. A prorated first month will be handled, as will
3824 a setup fee if the discount is allowed to apply to setup fees.
3828 sub _items_discounts_avail {
3831 #maybe move this method from cust_bill when quotations support discount_plans
3832 return () unless $self->can('discount_plans');
3833 my %plans = $self->discount_plans;
3835 my $list_pkgnums = 0; # if any packages are not eligible for all discounts
3836 $list_pkgnums = grep { $_->list_pkgnums } values %plans;
3840 my $plan = $plans{$months};
3842 my $term_total = sprintf('%.2f', $plan->discounted_total);
3843 my $percent = sprintf('%.0f',
3844 100 * (1 - $term_total / $plan->base_total) );
3845 my $permonth = sprintf('%.2f', $term_total / $months);
3846 my $detail = $self->mt('discount on item'). ' '.
3847 join(', ', map { "#$_" } $plan->pkgnums)
3850 # discounts for non-integer months don't work anyway
3851 $months = sprintf("%d", $months);
3854 description => $self->mt('Save [_1]% by paying for [_2] months',
3856 amount => $self->mt('[_1] ([_2] per month)',
3857 $term_total, $money_char.$permonth),
3858 ext_description => ($detail || ''),
3861 sort { $b <=> $a } keys %plans;
3865 =item has_sections AGENTNUM
3867 Return true if invoice_sections should be enabled for this bill.
3868 (Inherited by both cust_bill and cust_bill_void)
3871 * False if not an invoice
3872 * True always if conf invoice_sections is enabled
3873 * True always if sections_by_location is enabled
3874 * True if conf invoice_sections_multilocation > 1,
3875 and location_count >= invoice_sections_multilocation
3881 my ($self, $agentnum) = @_;
3883 return 0 unless $self->invnum > 0;
3885 $agentnum ||= $self->agentnum;
3886 return 1 if $self->conf->config_bool('invoice_sections', $agentnum);
3887 return 1 if $self->conf->exists('sections_by_location', $agentnum);
3889 my $location_min = $self->conf->config(
3890 'invoice_sections_multilocation', $agentnum,
3895 && $self->location_count >= $location_min;
3901 =item location_count
3903 Return the number of locations billed on this invoice
3907 sub location_count {
3909 return 0 unless $self->invnum;
3911 # SELECT COUNT( DISTINCT cust_pkg.locationnum )
3912 # FROM cust_bill_pkg
3913 # LEFT JOIN cust_pkg USING (pkgnum)
3914 # WHERE invnum = 278
3915 # AND cust_bill_pkg.pkgnum > 0
3917 my $result = qsearchs({
3918 select => 'COUNT(DISTINCT cust_pkg.locationnum) as location_count',
3919 table => 'cust_bill_pkg',
3920 addl_from => 'LEFT JOIN cust_pkg USING (pkgnum)',
3921 extra_sql => 'WHERE invnum = '.dbh->quote( $self->invnum )
3922 . ' AND cust_bill_pkg.pkgnum > 0'
3924 ref $result ? $result->location_count : 0;