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;
325 $cust_main->payname( $cust_main->first. ' '. $cust_main->getfield('last') )
326 unless $cust_main->payname
327 && $cust_main->payby !~ /^(CARD|DCRD|CHEK|DCHK)$/;
329 my $locale = $params{'locale'} || $cust_main->locale;
331 my %delimiters = ( 'latex' => [ '[@--', '--@]' ],
332 'html' => [ '<%=', '%>' ],
333 'template' => [ '{', '}' ],
336 warn "$me print_generic creating template\n"
339 # set the notice name here, and nowhere else.
340 my $notice_name = $params{notice_name}
341 || $conf->config('notice_name')
342 || $self->notice_name;
345 my $template = $params{template} ? $params{template} : $self->_agent_template;
346 my $templatefile = $self->template_conf. $format;
347 $templatefile .= "_$template"
348 if length($template) && $conf->exists($templatefile."_$template");
351 my @invoice_template = map "$_\n", $conf->config($templatefile)
352 or die "cannot load config data $templatefile";
354 if ( $format eq 'latex' && grep { /^%%Detail/ } @invoice_template ) {
355 #change this to a die when the old code is removed
356 # it's been almost ten years, changing it to a die on the next release.
357 warn "old-style invoice template $templatefile; ".
358 "patch with conf/invoice_latex.diff or use new conf/invoice_latex*\n";
359 #$old_latex = 'true';
360 #@invoice_template = _translate_old_latex_format(@invoice_template);
363 warn "$me print_generic creating T:T object\n"
366 my $text_template = new Text::Template(
368 SOURCE => \@invoice_template,
369 DELIMITERS => $delimiters{$format},
372 warn "$me print_generic compiling T:T object\n"
375 $text_template->compile()
376 or die "Can't compile $templatefile: $Text::Template::ERROR\n";
379 # additional substitution could possibly cause breakage in existing templates
382 'notes' => sub { map "$_", @_ },
383 'footer' => sub { map "$_", @_ },
384 'smallfooter' => sub { map "$_", @_ },
385 'returnaddress' => sub { map "$_", @_ },
386 'coupon' => sub { map "$_", @_ },
387 'summary' => sub { map "$_", @_ },
393 s/%%(.*)$/<!-- $1 -->/g;
394 s/\\section\*\{\\textsc\{(.)(.*)\}\}/<p><b><font size="+1">$1<\/font>\U$2<\/b>/g;
395 s/\\begin\{enumerate\}/<ol>/g;
397 s/\\end\{enumerate\}/<\/ol>/g;
398 s/\\textbf\{(.*)\}/<b>$1<\/b>/g;
407 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
409 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
415 s/\\hyphenation\{[\w\s\-]+}//;
420 'coupon' => sub { "" },
421 'summary' => sub { "" },
428 s/\\section\*\{\\textsc\{(.*)\}\}/\U$1/g;
429 s/\\begin\{enumerate\}//g;
431 s/\\end\{enumerate\}//g;
432 s/\\textbf\{(.*)\}/$1/g;
439 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
441 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
446 s/\\\\\*?\s*$/\n/; # dubious
447 s/\\hyphenation\{[\w\s\-]+}//;
451 'coupon' => sub { "" },
452 'summary' => sub { "" },
457 # hashes for differing output formats
458 my %nbsps = ( 'latex' => '~',
459 'html' => '', # '&nbps;' would be nice
460 'template' => '', # not used
462 my $nbsp = $nbsps{$format};
464 my %escape_functions = ( 'latex' => \&_latex_escape,
465 'html' => \&_html_escape_nbsp,#\&encode_entities,
466 'template' => sub { shift },
468 my $escape_function = $escape_functions{$format};
469 my $escape_function_nonbsp = ($format eq 'html')
470 ? \&_html_escape : $escape_function;
472 my %newline_tokens = ( 'latex' => '\\\\',
476 my $newline_token = $newline_tokens{$format};
478 warn "$me generating template variables\n"
481 # generate template variables
485 defined( $conf->config_orbase( "invoice_${format}returnaddress",
489 && length( $conf->config_orbase( "invoice_${format}returnaddress",
495 $returnaddress = join("\n",
496 $conf->config_orbase("invoice_${format}returnaddress", $template)
500 $conf->config_orbase('invoice_latexreturnaddress', $template) ) {
502 my $convert_map = $convert_maps{$format}{'returnaddress'};
505 &$convert_map( $conf->config_orbase( "invoice_latexreturnaddress",
510 } elsif ( grep /\S/, $conf->config('company_address', $cust_main->agentnum) ) {
512 my $convert_map = $convert_maps{$format}{'returnaddress'};
513 $returnaddress = join( "\n", &$convert_map(
514 map { s/( {2,})/'~' x length($1)/eg;
518 ( $conf->config('company_name', $cust_main->agentnum),
519 $conf->config('company_address', $cust_main->agentnum),
526 my $warning = "Couldn't find a return address; ".
527 "do you need to set the company_address configuration value?";
529 $returnaddress = $nbsp;
530 #$returnaddress = $warning;
534 warn "$me generating invoice data\n"
537 my $agentnum = $cust_main->agentnum;
542 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
543 'company_address' => join("\n", $conf->config('company_address', $agentnum) ). "\n",
544 'company_phonenum'=> scalar( $conf->config('company_phonenum', $agentnum) ),
545 'returnaddress' => $returnaddress,
546 'agent' => &$escape_function($cust_main->agent->agent),
548 #invoice/quotation info
549 'no_number' => $params{'no_number'},
550 'invnum' => ( $params{'no_number'} ? '' : $self->invnum ),
551 'quotationnum' => $self->quotationnum,
552 'no_date' => $params{'no_date'},
553 '_date' => ( $params{'no_date'} ? '' : $self->_date ),
554 # workaround for inconsistent behavior in the early plain text
555 # templates; see RT#28271
556 'date' => ( $params{'no_date'}
558 : ($format eq 'template'
560 : $self->time2str_local('long', $self->_date, $format)
563 'today' => $self->time2str_local('long', $today, $format),
564 'terms' => $self->terms,
565 'template' => $template, #params{'template'},
566 'notice_name' => $notice_name, # escape?
567 'current_charges' => sprintf("%.2f", $self->charged),
568 'duedate' => $self->due_date2str('rdate'), #date_format?
569 'duedate_long' => $self->due_date2str('long'),
572 'custnum' => $cust_main->display_custnum,
573 'prospectnum' => $cust_main->prospectnum,
574 'agent_custid' => &$escape_function($cust_main->agent_custid),
575 ( map { $_ => &$escape_function($cust_main->$_()) } qw(
576 payname company address1 address2 city state zip fax
580 'ship_enable' => $cust_main->invoice_ship_address || $conf->exists('invoice-ship_address'),
581 'unitprices' => $conf->exists('invoice-unitprice'),
582 'smallernotes' => $conf->exists('invoice-smallernotes'),
583 'smallerfooter' => $conf->exists('invoice-smallerfooter'),
584 'balance_due_below_line' => $conf->exists('balance_due_below_line'),
586 #layout info -- would be fancy to calc some of this and bury the template
588 'topmargin' => scalar($conf->config('invoice_latextopmargin', $agentnum)),
589 'headsep' => scalar($conf->config('invoice_latexheadsep', $agentnum)),
590 'textheight' => scalar($conf->config('invoice_latextextheight', $agentnum)),
591 'extracouponspace' => scalar($conf->config('invoice_latexextracouponspace', $agentnum)),
592 'couponfootsep' => scalar($conf->config('invoice_latexcouponfootsep', $agentnum)),
593 'verticalreturnaddress' => $conf->exists('invoice_latexverticalreturnaddress', $agentnum),
594 'addresssep' => scalar($conf->config('invoice_latexaddresssep', $agentnum)),
595 'amountenclosedsep' => scalar($conf->config('invoice_latexcouponamountenclosedsep', $agentnum)),
596 'coupontoaddresssep' => scalar($conf->config('invoice_latexcoupontoaddresssep', $agentnum)),
597 'addcompanytoaddress' => $conf->exists('invoice_latexcouponaddcompanytoaddress', $agentnum),
599 # better hang on to conf_dir for a while (for old templates)
600 'conf_dir' => "$FS::UID::conf_dir/conf.$FS::UID::datasrc",
602 #these are only used when doing paged plaintext
609 $invoice_data{'emt'} = sub { &$escape_function($self->mt(@_)) };
610 # prototype here to silence warnings
611 $invoice_data{'time2str'} = sub ($;$$) { $self->time2str_local(@_, $format) };
613 my $min_sdate = 999999999999;
615 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
616 next unless $cust_bill_pkg->pkgnum > 0;
617 $min_sdate = $cust_bill_pkg->sdate
618 if length($cust_bill_pkg->sdate) && $cust_bill_pkg->sdate < $min_sdate;
619 $max_edate = $cust_bill_pkg->edate
620 if length($cust_bill_pkg->edate) && $cust_bill_pkg->edate > $max_edate;
623 $invoice_data{'bill_period'} = '';
624 $invoice_data{'bill_period'} =
625 $self->time2str_local('%e %h', $min_sdate, $format)
627 $self->time2str_local('%e %h', $max_edate, $format)
628 if ($max_edate != 0 && $min_sdate != 999999999999);
630 $invoice_data{finance_section} = '';
631 if ( $conf->config('finance_pkgclass') ) {
633 qsearchs('pkg_class', { classnum => $conf->config('finance_pkgclass') });
634 $invoice_data{finance_section} = $pkg_class->categoryname;
636 $invoice_data{finance_amount} = '0.00';
637 $invoice_data{finance_section} ||= 'Finance Charges'; #avoid config confusion
639 my $countrydefault = $conf->config('countrydefault') || 'US';
640 foreach ( qw( address1 address2 city state zip country fax) ){
641 my $method = 'ship_'.$_;
642 $invoice_data{"ship_$_"} = $escape_function->($cust_main->$method);
644 if ( length($cust_main->ship_company) ) {
645 $invoice_data{'ship_company'} = $escape_function->($cust_main->ship_company);
647 $invoice_data{'ship_company'} = $escape_function->($cust_main->company);
649 $invoice_data{'ship_contact'} = $escape_function->($cust_main->contact);
650 $invoice_data{'ship_country'} = ''
651 if ( $invoice_data{'ship_country'} eq $countrydefault );
653 $invoice_data{'cid'} = $params{'cid'}
656 if ( $cust_main->country eq $countrydefault ) {
657 $invoice_data{'country'} = '';
659 $invoice_data{'country'} = &$escape_function($cust_main->bill_country_full);
663 $invoice_data{'address'} = \@address;
666 ( ( $cust_main->payby eq 'BILL' ) && $cust_main->payinfo
667 ? " (P.O. #". $cust_main->payinfo. ")"
671 push @address, $cust_main->company
672 if $cust_main->company;
673 push @address, $cust_main->address1;
674 push @address, $cust_main->address2
675 if $cust_main->address2;
677 $cust_main->city. ", ". $cust_main->state. " ". $cust_main->zip;
678 push @address, $invoice_data{'country'}
679 if $invoice_data{'country'};
681 while (scalar(@address) < 5);
683 $invoice_data{'logo_file'} = $params{'logo_file'}
684 if $params{'logo_file'};
685 $invoice_data{'barcode_file'} = $params{'barcode_file'}
686 if $params{'barcode_file'};
687 $invoice_data{'barcode_img'} = $params{'barcode_img'}
688 if $params{'barcode_img'};
689 $invoice_data{'barcode_cid'} = $params{'barcode_cid'}
690 if $params{'barcode_cid'};
692 my( $pr_total, @pr_cust_bill ) = $self->previous; #previous balance
693 # my( $cr_total, @cr_cust_credit ) = $self->cust_credit; #credits
694 #my $balance_due = $self->owed + $pr_total - $cr_total;
695 my $balance_due = $self->owed;
696 if ( $self->enable_previous ) {
697 $balance_due += $pr_total;
699 # otherwise the previous balance is not shown, so including it in the
700 # balance due is just confusing
702 # the sum of amount owed on all invoices
703 # (this is used in the summary & on the payment coupon)
704 $invoice_data{'balance'} = sprintf("%.2f", $balance_due);
706 # flag telling this invoice to have a first-page summary
707 my $summarypage = '';
709 if ( $self->custnum && $self->invnum ) {
710 # XXX should be an FS::cust_bill method to set the defaults, instead
711 # of checking the type here
713 # info from customer's last invoice before this one, for some
715 $invoice_data{'last_bill'} = {};
717 my $last_bill = $self->previous_bill;
720 # "balance_date_range" unfortunately is unsuitable for this, since it
721 # cares about application dates. We want to know the sum of all
722 # _top-level transactions_ dated before the last invoice.
724 # still do this for the "Previous Balance" line of the summary block
726 map "$_ WHERE _date <= ? AND custnum = ?", (
727 "SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill",
728 "SELECT -1 * COALESCE( SUM(amount), 0 ) FROM cust_credit",
729 "SELECT -1 * COALESCE( SUM(paid), 0 ) FROM cust_pay",
730 "SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund",
733 # the customer's current balance immediately after generating the last
736 my $last_bill_balance = $last_bill->charged;
738 my $delta = FS::Record->scalar_sql(
740 $last_bill->_date - 1,
743 $last_bill_balance += $delta;
746 $last_bill_balance = sprintf("%.2f", $last_bill_balance);
748 warn sprintf("LAST BILL: INVNUM %d, DATE %s, BALANCE %.2f\n\n",
750 $self->time2str_local('%D', $last_bill->_date),
753 # ("true_previous_balance" is a terrible name, but at least it's no
754 # longer stored in the database)
755 $invoice_data{'true_previous_balance'} = $last_bill_balance;
757 # Now, get all applications of credits/payments dated on or after the
758 # previous bill, to invoices before the current bill. (The
759 # credit/payment date restriction prevents these from intersecting
760 # the "Previous Balance" set.)
761 # These are "adjustments". The past due balance will be shown as
762 # Previous Balance - Adjustments.
765 "SELECT COALESCE(SUM(y.amount),0) FROM $_ JOIN cust_bill USING (invnum)
766 WHERE cust_bill._date < ?
768 AND cust_bill.custnum = ?"
769 } "cust_credit AS x JOIN cust_credit_bill y USING (crednum)",
770 "cust_pay AS x JOIN cust_bill_pay y USING (paynum)"
773 my $delta = FS::Record->scalar_sql(
779 $adjustments += $delta;
781 $invoice_data{'balance_adjustments'} = sprintf("%.2f", $adjustments);
783 warn sprintf("BALANCE ADJUSTMENTS: %.2f\n\n",
784 $invoice_data{'balance_adjustments'}
787 # the sum of amount owed on all previous invoices
788 # ($pr_total is used elsewhere but not as $previous_balance)
789 $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
791 $invoice_data{'last_bill'}{'_date'} = $last_bill->_date; #unformatted
792 my (@payments, @credits);
793 # for formats that itemize previous payments
794 foreach my $cust_pay ( qsearch('cust_pay', {
795 'custnum' => $self->custnum,
796 '_date' => { op => '>=',
797 value => $last_bill->_date }
800 next if $cust_pay->_date > $self->_date;
802 '_date' => $cust_pay->_date,
803 'date' => $self->time2str_local('long', $cust_pay->_date, $format),
804 'payinfo' => $cust_pay->payby_payinfo_pretty,
805 'amount' => sprintf('%.2f', $cust_pay->paid),
807 # not concerned about applications
809 foreach my $cust_credit ( qsearch('cust_credit', {
810 'custnum' => $self->custnum,
811 '_date' => { op => '>=',
812 value => $last_bill->_date }
815 next if $cust_credit->_date > $self->_date;
817 '_date' => $cust_credit->_date,
818 'date' => $self->time2str_local('long', $cust_credit->_date, $format),
819 'creditreason'=> $cust_credit->reason,
820 'amount' => sprintf('%.2f', $cust_credit->amount),
823 $invoice_data{'previous_payments'} = \@payments;
824 $invoice_data{'previous_credits'} = \@credits;
826 # there is no $last_bill
827 $invoice_data{'true_previous_balance'} =
828 $invoice_data{'balance_adjustments'} =
829 $invoice_data{'previous_balance'} = '0.00';
830 $invoice_data{'previous_payments'} = [];
831 $invoice_data{'previous_credits'} = [];
834 if ( $conf->config_bool('invoice_usesummary', $agentnum) ) {
835 $invoice_data{'summarypage'} = $summarypage = 1;
838 } # if this is an invoice
840 warn "$me substituting variables in notes, footer, smallfooter\n"
843 my $tc = $self->template_conf;
844 my @include = ( [ $tc, 'notes' ],
845 [ 'invoice_', 'footer' ],
846 [ 'invoice_', 'smallfooter', ],
847 [ 'invoice_', 'watermark' ],
849 push @include, [ $tc, 'coupon', ]
850 unless $params{'no_coupon'};
852 foreach my $i (@include) {
854 # load the configuration for this sub-template
856 my($base, $include) = @$i;
858 my $inc_file = $conf->key_orbase("$base$format$include", $template);
860 my @inc_src = $conf->config($inc_file, $agentnum);
862 my $converter = $convert_maps{$format}{$include};
864 # then attempt to convert LaTeX to the requested format
865 $inc_file = $conf->key_orbase($base.'latex'.$include, $template);
866 @inc_src = &$converter( $conf->config($inc_file, $agentnum) );
868 # this isn't included in the convert_maps
869 my ($open, $close) = @{ $delimiters{$format} };
874 } # else @inc_src is empty and that's fine
876 # make a Text::Template out of it
878 my $inc_tt = new Text::Template (
880 SOURCE => [ map "$_\n", @inc_src ],
881 DELIMITERS => $delimiters{$format},
882 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
884 unless ( $inc_tt->compile() ) {
885 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
886 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
892 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
894 $invoice_data{$include} =~ s/\n+$//
895 if ($format eq 'latex');
898 # let invoices use either of these as needed
899 $invoice_data{'po_num'} = ($cust_main->payby eq 'BILL')
900 ? $cust_main->payinfo : '';
901 $invoice_data{'po_line'} =
902 ( $cust_main->payby eq 'BILL' && $cust_main->payinfo )
903 ? &$escape_function($self->mt("Purchase Order #").$cust_main->payinfo)
906 my %money_chars = ( 'latex' => '',
907 'html' => $conf->config('money_char') || '$',
910 my $money_char = $money_chars{$format};
913 my %other_money_chars = ( 'latex' => '\dollar ',#XXX should be a config too
914 'html' => $conf->config('money_char') || '$',
917 my $other_money_char = $other_money_chars{$format};
918 $invoice_data{'dollar'} = $other_money_char;
920 my %minus_signs = ( 'latex' => '$-$',
922 'template' => '- ' );
923 my $minus = $minus_signs{$format};
925 my @detail_items = ();
926 my @total_items = ();
930 $invoice_data{'detail_items'} = \@detail_items;
931 $invoice_data{'total_items'} = \@total_items;
932 $invoice_data{'buf'} = \@buf;
933 $invoice_data{'sections'} = \@sections;
935 warn "$me generating sections\n"
938 my $unsquelched = $params{unsquelch_cdr} || $cust_main->squelch_cdr ne 'Y';
939 my $multisection = $self->has_sections;
940 $invoice_data{'multisection'} = $multisection;
941 my $section_with_taxes = 1
942 if $conf->config_bool('invoice_sections_with_taxes', $cust_main->agentnum);
944 my $extra_sections = [];
945 my $extra_lines = ();
947 # default section ('Charges')
948 my $default_section = { 'description' => '',
953 # Previous Charges section
954 # subtotal is the first return value from $self->previous
955 my $previous_section;
956 # if the invoice has major sections, or if we're summarizing previous
957 # charges with a single line, or if we've been specifically told to put them
958 # in a section, create a section for previous charges:
959 if ( $multisection or
960 $conf->exists('previous_balance-summary_only') or
961 $conf->exists('previous_balance-section') ) {
963 $previous_section = { 'description' => $self->mt('Previous Charges'),
964 'subtotal' => $other_money_char.
965 sprintf('%.2f', $pr_total),
966 'summarized' => '', #why? $summarypage ? 'Y' : '',
968 $previous_section->{posttotal} = '0 / 30 / 60 / 90 days overdue '.
969 join(' / ', map { $cust_main->balance_date_range(@$_) }
970 $self->_prior_month30s
972 if $conf->exists('invoice_include_aging');
975 # otherwise put them in the main section
976 $previous_section = $default_section;
979 my $adjust_section = {
980 'description' => $self->mt('Credits, Payments, and Adjustments'),
981 'adjust_section' => 1,
982 'subtotal' => 0, # adjusted below
984 my $adjust_weight = _pkg_category($adjust_section->{description})
985 ? _pkg_category($adjust_section->{description})->weight
987 $adjust_section->{'summarized'} = ''; #why? $summarypage && !$adjust_weight ? 'Y' : '';
988 # Note: 'sort_weight' here is actually a flag telling whether there is an
989 # explicit package category for the adjust section. If so, certain behavior
991 $adjust_section->{'sort_weight'} = $adjust_weight;
994 if ( $multisection ) {
995 ($extra_sections, $extra_lines) =
996 $self->_items_extra_usage_sections($escape_function_nonbsp, $format)
997 if $conf->exists('usage_class_as_a_section', $cust_main->agentnum)
998 && $self->can('_items_extra_usage_sections');
1000 push @$extra_sections, $adjust_section if $adjust_section->{sort_weight};
1002 push @detail_items, @$extra_lines if $extra_lines;
1004 # the code is written so that both methods can be used together, but
1005 # we haven't yet changed the template to take advantage of that, so for
1006 # now, treat them as mutually exclusive.
1007 my %section_method = ( by_category => 1 );
1008 if ( $conf->config($tc.'sections_method') eq 'location' ) {
1009 %section_method = ( by_location => 1 );
1011 my ($early, $late) =
1012 $self->_items_sections( 'summary' => $summarypage,
1013 'escape' => $escape_function_nonbsp,
1014 'extra_sections' => $extra_sections,
1015 'format' => $format,
1018 push @sections, @$early;
1019 $late_sections = $late;
1021 if ( $conf->exists('svc_phone_sections')
1022 && $self->can('_items_svc_phone_sections')
1025 my ($phone_sections, $phone_lines) =
1026 $self->_items_svc_phone_sections($escape_function_nonbsp, $format);
1027 push @{$late_sections}, @$phone_sections;
1028 push @detail_items, @$phone_lines;
1030 if ( $conf->exists('voip-cust_accountcode_cdr')
1031 && $cust_main->accountcode_cdr
1032 && $self->can('_items_accountcode_cdr')
1035 my ($accountcode_section, $accountcode_lines) =
1036 $self->_items_accountcode_cdr($escape_function_nonbsp,$format);
1037 if ( scalar(@$accountcode_lines) ) {
1038 push @{$late_sections}, $accountcode_section;
1039 push @detail_items, @$accountcode_lines;
1042 } else {# not multisection
1043 # make a default section
1044 push @sections, $default_section;
1045 # and calculate the finance charge total, since it won't get done otherwise.
1046 # and the default section total
1047 # XXX possibly finance_pkgclass should not be used in this manner?
1048 my @finance_charges;
1050 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
1051 if ( $invoice_data{finance_section} and
1052 grep { $_->section eq $invoice_data{finance_section} }
1053 $cust_bill_pkg->cust_bill_pkg_display ) {
1054 # I think these are always setup fees, but just to be sure...
1055 push @finance_charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1057 push @charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1060 $invoice_data{finance_amount} =
1061 sprintf('%.2f', sum( @finance_charges ) || 0);
1062 $default_section->{subtotal} = $other_money_char.
1063 sprintf('%.2f', sum( @charges ) || 0);
1066 # start setting up summary subtotals
1067 my @summary_subtotals;
1068 my $method = $conf->config('summary_subtotals_method');
1069 if ( ( ref($self) ne 'FS::quotation' ) and $method and $method ne $conf->config($tc.'sections_method') ) {
1070 # then re-section them by the correct method
1071 my %section_method = ( by_category => 1 );
1072 if ( $conf->config('summary_subtotals_method') eq 'location' ) {
1073 %section_method = ( by_location => 1 );
1075 my ($early, $late) =
1076 $self->_items_sections( 'summary' => $summarypage,
1077 'escape' => $escape_function_nonbsp,
1078 'extra_sections' => $extra_sections,
1079 'format' => $format,
1082 foreach ( @$early ) {
1083 next if $_->{subtotal} == 0;
1084 $_->{subtotal} = $other_money_char.sprintf('%.2f', $_->{subtotal});
1085 push @summary_subtotals, $_;
1088 # subtotal sectioning is the same as for the actual invoice sections
1089 @summary_subtotals = grep $_->{subtotal}, @sections;
1092 # Hereafter, push sections to both @sections and @summary_subtotals
1093 # if they belong in both places (e.g. tax section). Late sections are
1094 # never in @summary_subtotals.
1096 # previous invoice balances in the Previous Charges section if there
1097 # is one, otherwise in the main detail section
1098 # (except if summary_only is enabled, don't show them at all)
1099 if ( $self->can('_items_previous') &&
1100 $self->enable_previous &&
1101 ! $conf->exists('previous_balance-summary_only') ) {
1103 warn "$me adding previous balances\n"
1106 foreach my $line_item ( $self->_items_previous ) {
1109 ref => $line_item->{'pkgnum'},
1110 pkgpart => $line_item->{'pkgpart'},
1111 #quantity => 1, # not really correct
1112 section => $previous_section, # which might be $default_section
1113 description => &$escape_function($line_item->{'description'}),
1114 ext_description => [ map { &$escape_function($_) }
1115 @{ $line_item->{'ext_description'} || [] }
1117 amount => $money_char . $line_item->{'amount'},
1118 product_code => $line_item->{'pkgpart'} || 'N/A',
1121 push @detail_items, $detail;
1122 push @buf, [ $detail->{'description'},
1123 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1129 if ( @pr_cust_bill && $self->enable_previous ) {
1130 push @buf, ['','-----------'];
1131 push @buf, [ $self->mt('Total Previous Balance'),
1132 $money_char. sprintf("%10.2f", $pr_total) ];
1136 if ( $conf->exists('svc_phone-did-summary') && $self->can('_did_summary') ) {
1137 warn "$me adding DID summary\n"
1140 my ($didsummary,$minutes) = $self->_did_summary;
1141 my $didsummary_desc = 'DID Activity Summary (since last invoice)';
1143 { 'description' => $didsummary_desc,
1144 'ext_description' => [ $didsummary, $minutes ],
1148 foreach my $section (@sections, @$late_sections) {
1150 # begin some normalization
1151 $section->{'subtotal'} = $section->{'amount'}
1153 && !exists($section->{subtotal})
1154 && exists($section->{amount});
1156 $invoice_data{finance_amount} = sprintf('%.2f', $section->{'subtotal'} )
1157 if ( $invoice_data{finance_section} &&
1158 $section->{'description'} eq $invoice_data{finance_section} );
1160 if ( $multisection ) {
1162 if ( ref($section->{'subtotal'}) ) {
1164 $section->{'subtotal'} =
1165 sprintf("$other_money_char%.2f to $other_money_char%.2f",
1166 $section->{'subtotal'}[0],
1167 $section->{'subtotal'}[1]
1172 $section->{'subtotal'} = $other_money_char.
1173 sprintf('%.2f', $section->{'subtotal'})
1177 # continue some normalization
1178 $section->{'amount'} = $section->{'subtotal'}
1182 if ( $section->{'description'} ) {
1183 push @buf, ( [ &$escape_function($section->{'description'}), '' ],
1188 warn "$me setting options\n"
1192 $options{'section'} = $section if $multisection;
1193 $options{'section_with_taxes'} = 1
1195 && $conf->config_bool('invoice_sections_with_taxes', $cust_main->agentnum);
1196 $options{'format'} = $format;
1197 $options{'escape_function'} = $escape_function;
1198 $options{'no_usage'} = 1 unless $unsquelched;
1199 $options{'unsquelched'} = $unsquelched;
1200 $options{'summary_page'} = $summarypage;
1201 $options{'skip_usage'} =
1202 scalar(@$extra_sections) && !grep{$section == $_} @$extra_sections;
1203 $options{'preref_callback'} = $params{'preref_callback'};
1204 $options{'disable_line_item_date_ranges'} =
1205 $conf->exists('disable_line_item_date_ranges');
1207 warn "$me searching for line items\n"
1210 my %section_tax_lines;
1213 foreach my $line_item ( $self->_items_pkg(%options),
1214 $self->_items_fee(%options) ) {
1216 warn "$me adding line item ".
1217 join(', ', map "$_=>".$line_item->{$_}, keys %$line_item). "\n"
1220 push @buf, ( [ $line_item->{'description'},
1221 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1223 map { [ " ". $_, '' ] } @{$line_item->{'ext_description'}},
1226 $line_item->{'ref'} = $line_item->{'pkgnum'};
1227 $line_item->{'product_code'} = $line_item->{'pkgpart'} || 'N/A'; # mt()?
1228 $line_item->{'section'} = $section;
1229 $line_item->{'description'} = &$escape_function($line_item->{'description'});
1230 $line_item->{'amount'} = $money_char.$line_item->{'amount'};
1232 if ( length($line_item->{'unit_amount'}) ) {
1233 $line_item->{'unit_amount'} = $money_char.$line_item->{'unit_amount'};
1235 $line_item->{'ext_description'} ||= [];
1237 if ( $section_with_taxes && ref $line_item->{pkg_tax} ) {
1238 for my $line_tax ( @{$ line_item->{pkg_tax} } ) {
1240 # It is rarely possible for the same tax record to be presented here
1241 # multiple times. See cust_bill_pkg::_pkg_tax_list for more info
1242 next if $seen_tax_lines{ $line_tax->{billpkgtaxlocationnum} };
1243 $seen_tax_lines{ $line_tax->{billpkgtaxlocationnum} } = 1;
1245 $section_tax_lines{ $line_tax->{taxname} } += $line_tax->{amount};
1249 push @detail_items, $line_item;
1252 # If conf flag invoice_sections_with_taxes:
1253 # - Add @detail_items for taxes into each section
1254 # - Update section subtotal to include taxes
1255 if ( $section_with_taxes && %section_tax_lines ) {
1256 for my $taxname ( keys %section_tax_lines ) {
1258 push @detail_items, {
1259 section => $section,
1260 amount => sprintf($money_char."%.2f",$section_tax_lines{$taxname}),
1261 description => &$escape_function($taxname),
1264 # Append taxes to total. If line format resembles "$5.00 to $12.00"
1265 # append to the second value.
1266 if ($section->{subtotal} =~ /to/) {
1267 my @subtotal = split /\s/, $section->{subtotal};
1268 $subtotal[2] =~ s/[^\d\.]//g;
1269 $subtotal[2] = sprintf(
1271 ( $subtotal[2] + $section_tax_lines{$taxname} )
1273 $section->{subtotal} = join ' ', @subtotal;
1275 $section->{subtotal} =~ s/[^\d\.]//g;
1276 $section->{subtotal} = sprintf(
1277 $money_char . "%.2f",
1278 ( $section->{subtotal} + $section_tax_lines{$taxname} )
1285 if ( $section->{'description'} ) {
1286 push @buf, ( ['','-----------'],
1287 [ $section->{'description'}. ' sub-total',
1288 $section->{'subtotal'} # already formatted this
1297 $invoice_data{current_less_finance} =
1298 sprintf('%.2f', $self->charged - $invoice_data{finance_amount} );
1300 # if there's anything in the Previous Charges section, prepend it to the list
1301 if ( $pr_total and $previous_section ne $default_section ) {
1302 unshift @sections, $previous_section;
1303 # but not @summary_subtotals
1306 warn "$me adding taxes\n"
1309 # create a tax section if we don't yet have one
1310 my $tax_description = 'Taxes, Surcharges, and Fees';
1312 List::Util::first { $_->{description} eq $tax_description } @sections;
1313 if (!$tax_section) {
1314 $tax_section = { 'description' => $tax_description };
1315 push @sections, $tax_section if $multisection;
1317 $tax_section->{tax_section} = 1; # mark this section as containing taxes
1318 # if this is an existing tax section, we're merging the tax items into it.
1319 # grab the taxtotal that's already there, strip the money symbol if any
1320 my $taxtotal = $tax_section->{'subtotal'} || 0;
1321 $taxtotal =~ s/^\Q$other_money_char\E//;
1324 #my $tax_weight = _pkg_category($tax_section->{description})
1325 # ? _pkg_category($tax_section->{description})->weight
1327 #$tax_section->{'summarized'} = ''; #why? $summarypage && !$tax_weight ? 'Y' : '';
1328 #$tax_section->{'sort_weight'} = $tax_weight;
1330 my @items_tax = $self->_items_tax;
1331 foreach my $tax ( @items_tax ) {
1333 $taxtotal += $tax->{'amount'};
1335 my $description = &$escape_function( $tax->{'description'} );
1336 my $amount = sprintf( '%.2f', $tax->{'amount'} );
1338 if ( $multisection ) {
1340 push @detail_items, {
1341 ext_description => [],
1344 description => $description,
1345 amount => $money_char. $amount,
1347 section => $tax_section,
1352 push @total_items, {
1353 'total_item' => $description,
1354 'total_amount' => $other_money_char. $amount,
1359 push @buf,[ $description,
1360 $money_char. $amount,
1367 $total->{'total_item'} = $self->mt('Sub-total');
1368 $total->{'total_amount'} =
1369 $other_money_char. sprintf('%.2f', $self->charged - $taxtotal );
1371 if ( $multisection ) {
1372 if ( $taxtotal > 0 ) {
1373 # there are taxes, so prepare the section to be displayed.
1374 # $taxtotal already includes any line items that were already in the
1375 # section (fees, taxes that are charged as packages for some reason).
1376 # also set 'summarized' to false so that this isn't a summary-only
1378 $tax_section->{'subtotal'} = $other_money_char.
1379 sprintf('%.2f', $taxtotal);
1380 $tax_section->{'pretotal'} = 'New charges sub-total '.
1381 $total->{'total_amount'};
1382 $tax_section->{'description'} = $self->mt($tax_description);
1383 $tax_section->{'summarized'} = '';
1385 if ( $conf->config_bool('invoice_sections_with_taxes', $cust_main->agentnum) ) {
1387 # remove tax section if taxes are itemized within other sections
1388 @sections = grep{ $_ ne $tax_section } @sections;
1390 } elsif ( !grep $tax_section, @sections ) {
1392 # append it if it's not already there
1393 push @sections, $tax_section;
1394 push @summary_subtotals, $tax_section;
1401 unshift @total_items, $total;
1404 $invoice_data{'taxtotal'} = sprintf('%.2f', $taxtotal);
1410 my %embolden_functions = (
1411 'latex' => sub { return '\textbf{'. shift(). '}' },
1412 'html' => sub { return '<b>'. shift(). '</b>' },
1413 'template' => sub { shift },
1415 my $embolden_function = $embolden_functions{$format};
1417 if ( $multisection ) {
1419 if ( $adjust_section->{'sort_weight'} ) {
1420 $adjust_section->{'posttotal'} = $self->mt('Balance Forward').' '.
1421 $other_money_char. sprintf("%.2f", ($self->billing_balance || 0) );
1423 $adjust_section->{'pretotal'} = $self->mt('New charges total').' '.
1424 $other_money_char. sprintf('%.2f', $self->charged );
1429 if ( $self->can('_items_total') ) { # should always be true now
1431 # even for multisection, need plain text version
1433 my @new_total_items = $self->_items_total;
1435 push @buf,['','-----------'];
1437 foreach ( @new_total_items ) {
1438 my ($item, $amount) = ($_->{'total_item'}, $_->{'total_amount'});
1439 $_->{'total_item'} = &$embolden_function( $item );
1441 if ( ref($amount) ) {
1442 $_->{'total_amount'} = &$embolden_function(
1443 $other_money_char.$amount->[0]. ' to '.
1444 $other_money_char.$amount->[1]
1447 $_->{'total_amount'} = &$embolden_function( $other_money_char.$amount );
1450 # but if it's multisection, don't append to @total_items. the adjust
1451 # section has all this stuff
1452 push @total_items, $_ if !$multisection;
1453 push @buf, [ $item, $money_char.sprintf('%10.2f',$amount) ];
1456 push @buf, [ '', '' ];
1458 # if we're showing previous invoices, also show previous
1459 # credits and payments
1460 if ( $self->enable_previous
1461 and $self->can('_items_credits')
1462 and $self->can('_items_payments') )
1466 my $credittotal = 0;
1467 foreach my $credit (
1468 $self->_items_credits( 'template' => $template, 'trim_len' => 40 )
1472 $total->{'total_item'} = &$escape_function($credit->{'description'});
1473 $credittotal += $credit->{'amount'};
1474 $total->{'total_amount'} = $minus.$other_money_char.$credit->{'amount'};
1475 if ( $multisection ) {
1476 push @detail_items, {
1477 ext_description => [],
1480 description => &$escape_function($credit->{'description'}),
1481 amount => $money_char . $credit->{'amount'},
1483 section => $adjust_section,
1486 push @total_items, $total;
1490 $invoice_data{'credittotal'} = sprintf('%.2f', $credittotal);
1493 foreach my $credit (
1494 $self->_items_credits( 'template' => $template, 'trim_len'=>32 )
1496 push @buf, [ $credit->{'description'}, $money_char.$credit->{'amount'} ];
1500 my $paymenttotal = 0;
1501 foreach my $payment (
1502 $self->_items_payments( 'template' => $template )
1505 $total->{'total_item'} = &$escape_function($payment->{'description'});
1506 $paymenttotal += $payment->{'amount'};
1507 $total->{'total_amount'} = $minus.$other_money_char.$payment->{'amount'};
1508 if ( $multisection ) {
1509 push @detail_items, {
1510 ext_description => [],
1513 description => &$escape_function($payment->{'description'}),
1514 amount => $money_char . $payment->{'amount'},
1516 section => $adjust_section,
1519 push @total_items, $total;
1521 push @buf, [ $payment->{'description'},
1522 $money_char. sprintf("%10.2f", $payment->{'amount'}),
1525 $invoice_data{'paymenttotal'} = sprintf('%.2f', $paymenttotal);
1527 if ( $multisection ) {
1528 $adjust_section->{'subtotal'} = $other_money_char.
1529 sprintf('%.2f', $credittotal + $paymenttotal);
1531 #why this? because {sort_weight} forces the adjust_section to appear
1532 #in @extra_sections instead of @sections. obviously.
1533 push @sections, $adjust_section
1534 unless $adjust_section->{sort_weight};
1535 # do not summarize; adjustments there are shown according to
1539 # create Balance Due message
1542 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1543 $total->{'total_amount'} =
1544 &$embolden_function(
1545 $other_money_char. sprintf('%.2f', #why? $summarypage
1546 # ? $self->charged +
1547 # $self->billing_balance
1549 $self->owed + $pr_total
1552 if ( $multisection && !$adjust_section->{sort_weight} ) {
1553 $adjust_section->{'posttotal'} = $total->{'total_item'}. ' '.
1554 $total->{'total_amount'};
1556 push @total_items, $total;
1558 push @buf,['','-----------'];
1559 push @buf,[$self->balance_due_msg, $money_char.
1560 sprintf("%10.2f", $balance_due ) ];
1563 if ( $conf->exists('previous_balance-show_credit')
1564 and $cust_main->balance < 0 ) {
1565 my $credit_total = {
1566 'total_item' => &$embolden_function($self->credit_balance_msg),
1567 'total_amount' => &$embolden_function(
1568 $other_money_char. sprintf('%.2f', -$cust_main->balance)
1571 if ( $multisection ) {
1572 $adjust_section->{'posttotal'} .= $newline_token .
1573 $credit_total->{'total_item'} . ' ' . $credit_total->{'total_amount'};
1576 push @total_items, $credit_total;
1578 push @buf,['','-----------'];
1579 push @buf,[$self->credit_balance_msg, $money_char.
1580 sprintf("%10.2f", -$cust_main->balance ) ];
1584 } #end of default total adding ! can('_items_total')
1586 if ( $multisection ) {
1587 if ( $conf->exists('svc_phone_sections')
1588 && $self->can('_items_svc_phone_sections')
1592 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1593 $total->{'total_amount'} =
1594 &$embolden_function(
1595 $other_money_char. sprintf('%.2f', $self->owed + $pr_total)
1597 my $last_section = pop @sections;
1598 $last_section->{'posttotal'} = $total->{'total_item'}. ' '.
1599 $total->{'total_amount'};
1600 push @sections, $last_section;
1602 push @sections, @$late_sections
1606 # make a discounts-available section, even without multisection
1607 if ( $conf->exists('discount-show_available')
1608 and my @discounts_avail = $self->_items_discounts_avail ) {
1609 my $discount_section = {
1610 'description' => $self->mt('Discounts Available'),
1615 push @sections, $discount_section; # do not summarize
1616 push @detail_items, map { +{
1617 'ref' => '', #should this be something else?
1618 'section' => $discount_section,
1619 'description' => &$escape_function( $_->{description} ),
1620 'amount' => $money_char . &$escape_function( $_->{amount} ),
1621 'ext_description' => [ &$escape_function($_->{ext_description}) || () ],
1622 } } @discounts_avail;
1625 # not adding any more sections after this
1626 $invoice_data{summary_subtotals} = \@summary_subtotals;
1629 if ( $conf->exists('usage_class_summary')
1630 and $self->can('_items_usage_class_summary') ) {
1631 my @usage_subtotals = $self->_items_usage_class_summary(escape => $escape_function, 'money_char' => $other_money_char);
1632 if ( @usage_subtotals ) {
1633 unshift @sections, $usage_subtotals[0]->{section}; # do not summarize
1634 unshift @detail_items, @usage_subtotals;
1638 # invoice history "section" (not really a section)
1639 # not to be included in any subtotals, completely independent of
1641 if ( $conf->exists('previous_invoice_history') and $cust_main->isa('FS::cust_main') ) {
1644 foreach my $cust_bill ( $cust_main->cust_bill ) {
1645 # XXX hardcoded format, and currently only 'charged'; add other fields
1646 # if they become necessary
1647 my $date = $self->time2str_local('%b %Y', $cust_bill->_date);
1648 $history{$date} ||= 0;
1649 $history{$date} += $cust_bill->charged;
1650 # just so we have a numeric sort key
1651 $monthorder{$date} ||= $cust_bill->_date;
1653 my @sorted_months = sort { $monthorder{$a} <=> $monthorder{$b} }
1655 my @sorted_amounts = map { sprintf('%.2f', $history{$_}) } @sorted_months;
1656 $invoice_data{monthly_history} = [ \@sorted_months, \@sorted_amounts ];
1659 # service locations: another option for template customization
1661 foreach my $item (@detail_items) {
1662 if ( $item->{locationnum} ) {
1663 $location_info{ $item->{locationnum} } ||= {
1664 FS::cust_location->by_key( $item->{locationnum} )->location_hash
1668 $invoice_data{location_info} = \%location_info;
1670 # debugging hook: call this with 'diag' => 1 to just get a hash of
1671 # the invoice variables
1672 return \%invoice_data if ( $params{'diag'} );
1674 # All sections and items are built; now fill in templates.
1675 my @includelist = ();
1676 push @includelist, 'summary' if $summarypage;
1677 foreach my $include ( @includelist ) {
1679 my $inc_file = $conf->key_orbase("invoice_${format}$include", $template);
1682 if ( length( $conf->config($inc_file, $agentnum) ) ) {
1684 @inc_src = $conf->config($inc_file, $agentnum);
1688 $inc_file = $conf->key_orbase("invoice_latex$include", $template);
1690 my $convert_map = $convert_maps{$format}{$include};
1692 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
1693 s/--\@\]/$delimiters{$format}[1]/g;
1696 &$convert_map( $conf->config($inc_file, $agentnum) );
1700 my $inc_tt = new Text::Template (
1702 SOURCE => [ map "$_\n", @inc_src ],
1703 DELIMITERS => $delimiters{$format},
1704 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
1706 unless ( $inc_tt->compile() ) {
1707 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
1708 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
1712 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
1714 $invoice_data{$include} =~ s/\n+$//
1715 if ($format eq 'latex');
1720 foreach ( grep /invoice_lines\(\d*\)/, @invoice_template ) { #kludgy
1721 /invoice_lines\((\d*)\)/;
1722 $invoice_lines += $1 || scalar(@buf);
1725 die "no invoice_lines() functions in template?"
1726 if ( $format eq 'template' && !$wasfunc );
1728 if ( $invoice_lines ) {
1729 $invoice_data{'total_pages'} = int( scalar(@buf) / $invoice_lines );
1730 $invoice_data{'total_pages'}++
1731 if scalar(@buf) % $invoice_lines;
1734 #setup subroutine for the template
1735 $invoice_data{invoice_lines} = sub {
1736 my $lines = shift || scalar(@buf);
1745 if ($format eq 'template') {
1750 push @collect, split("\n",
1751 $text_template->fill_in( HASH => \%invoice_data )
1753 $invoice_data{'page'}++;
1755 map "$_\n", @collect;
1757 } else { # this is where we actually create the invoice
1759 if ( $params{no_addresses} ) {
1760 delete $invoice_data{$_} foreach qw(
1761 payname company address1 address2 city state zip country
1763 $invoice_data{returnaddress} = '~';
1766 warn "filling in template for invoice ". $self->invnum. "\n"
1768 warn join("\n", map " $_ => ". $invoice_data{$_}, keys %invoice_data). "\n"
1771 $text_template->fill_in(HASH => \%invoice_data);
1775 sub notice_name { '('.shift->table.')'; }
1777 sub template_conf { 'invoice_'; }
1779 # helper routine for generating date ranges
1780 sub _prior_month30s {
1783 [ 1, 2592000 ], # 0-30 days ago
1784 [ 2592000, 5184000 ], # 30-60 days ago
1785 [ 5184000, 7776000 ], # 60-90 days ago
1786 [ 7776000, 0 ], # 90+ days ago
1789 map { [ $_->[0] ? $self->_date - $_->[0] - 1 : '',
1790 $_->[1] ? $self->_date - $_->[1] - 1 : '',
1795 =item print_ps HASHREF | [ TIME [ , TEMPLATE ] ]
1797 Returns an postscript invoice, as a scalar.
1799 Options can be passed as a hashref (recommended) or as a list of time, template
1800 and then any key/value pairs for any other options.
1802 I<time> an optional value used to control the printing of overdue messages. The
1803 default is now. It isn't the date of the invoice; that's the `_date' field.
1804 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1805 L<Time::Local> and L<Date::Parse> for conversion functions.
1807 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1814 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1815 my $ps = generate_ps($file);
1817 unlink($barcodefile) if $barcodefile;
1822 =item print_pdf HASHREF | [ TIME [ , TEMPLATE ] ]
1824 Returns an PDF invoice, as a scalar.
1826 Options can be passed as a hashref (recommended) or as a list of time, template
1827 and then any key/value pairs for any other options.
1829 I<time> an optional value used to control the printing of overdue messages. The
1830 default is now. It isn't the date of the invoice; that's the `_date' field.
1831 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1832 L<Time::Local> and L<Date::Parse> for conversion functions.
1834 I<template>, if specified, is the name of a suffix for alternate invoices.
1836 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1843 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1844 my $pdf = generate_pdf($file);
1846 unlink($barcodefile) if $barcodefile;
1851 =item print_html HASHREF | [ TIME [ , TEMPLATE [ , CID ] ] ]
1853 Returns an HTML invoice, as a scalar.
1855 I<time> an optional value used to control the printing of overdue messages. The
1856 default is now. It isn't the date of the invoice; that's the `_date' field.
1857 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1858 L<Time::Local> and L<Date::Parse> for conversion functions.
1860 I<template>, if specified, is the name of a suffix for alternate invoices.
1862 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1864 I<cid> is a MIME Content-ID used to create a "cid:" URL for the logo image, used
1865 when emailing the invoice as part of a multipart/related MIME email.
1873 %params = %{ shift() };
1877 $params{'format'} = 'html';
1879 $self->print_generic( %params );
1882 # quick subroutine for print_latex
1884 # There are ten characters that LaTeX treats as special characters, which
1885 # means that they do not simply typeset themselves:
1886 # # $ % & ~ _ ^ \ { }
1888 # TeX ignores blanks following an escaped character; if you want a blank (as
1889 # in "10% of ..."), you have to "escape" the blank as well ("10\%\ of ...").
1893 $value =~ s/([#\$%&~_\^{}])( )?/"\\$1". ( ( defined($2) && length($2) ) ? "\\$2" : '' )/ge;
1894 $value =~ s/([<>])/\$$1\$/g;
1900 encode_entities($value);
1904 sub _html_escape_nbsp {
1905 my $value = _html_escape(shift);
1906 $value =~ s/ +/ /g;
1910 #utility methods for print_*
1912 sub _translate_old_latex_format {
1913 warn "_translate_old_latex_format called\n"
1920 if ( $line =~ /^%%Detail\s*$/ ) {
1922 push @template, q![@--!,
1923 q! foreach my $_tr_line (@detail_items) {!,
1924 q! if ( scalar ($_tr_item->{'ext_description'} ) ) {!,
1925 q! $_tr_line->{'description'} .= !,
1926 q! "\\tabularnewline\n~~".!,
1927 q! join( "\\tabularnewline\n~~",!,
1928 q! @{$_tr_line->{'ext_description'}}!,
1932 while ( ( my $line_item_line = shift )
1933 !~ /^%%EndDetail\s*$/ ) {
1934 $line_item_line =~ s/'/\\'/g; # nice LTS
1935 $line_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1936 $line_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1937 push @template, " \$OUT .= '$line_item_line';";
1940 push @template, '}',
1943 } elsif ( $line =~ /^%%TotalDetails\s*$/ ) {
1945 push @template, '[@--',
1946 ' foreach my $_tr_line (@total_items) {';
1948 while ( ( my $total_item_line = shift )
1949 !~ /^%%EndTotalDetails\s*$/ ) {
1950 $total_item_line =~ s/'/\\'/g; # nice LTS
1951 $total_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1952 $total_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1953 push @template, " \$OUT .= '$total_item_line';";
1956 push @template, '}',
1960 $line =~ s/\$(\w+)/[\@-- \$$1 --\@]/g;
1961 push @template, $line;
1967 warn "$_\n" foreach @template;
1979 my $conf = $self->conf;
1981 #check for an invoice-specific override
1982 return $self->invoice_terms if $self->invoice_terms;
1984 #check for a customer- specific override
1985 my $cust_main = $self->cust_main;
1986 return $cust_main->invoice_terms if $cust_main && $cust_main->invoice_terms;
1990 $agentnum = $cust_main->agentnum;
1991 } elsif ( my $prospect_main = $self->prospect_main ) {
1992 $agentnum = $prospect_main->agentnum;
1995 #use configured default
1996 $conf->config('invoice_default_terms', $agentnum) || '';
2006 if ( $self->terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2007 $duedate = $self->_date() + ( $1 * 86400 );
2008 } elsif ( $self->terms =~ /^End of Month$/ ) {
2009 my ($mon,$year) = (localtime($self->_date) )[4,5];
2011 until ( $mon < 12 ) { $mon -= 12; $year++; }
2012 my $nextmonth_first = timelocal(0,0,0,1,$mon,$year);
2013 $duedate = $nextmonth_first - 86400;
2024 $self->due_date ? $self->time2str_local(shift, $self->due_date) : '';
2027 =item balance_due_msg
2031 sub balance_due_msg {
2033 my $msg = $self->mt('Balance Due');
2034 return $msg unless $self->terms; # huh?
2035 if ( !$self->conf->exists('invoice_show_prior_due_date')
2036 || $self->has_sections ) {
2037 # if enabled, the due date is shown with Total New Charges (see
2038 # _items_total) and not here
2039 # (yes, or if invoice_sections is enabled; this is just for compatibility)
2040 if ( $self->due_date ) {
2042 $self->conf->config('invoice_pay_by_msg', $self->agentnum)
2043 || 'Please pay by [_1]';
2044 $msg .= ' - ' . $self->mt($please_pay_by, $self->due_date2str('short')).
2046 unless $self->conf->config_bool('invoice_omit_due_date',$self->agentnum);
2047 } elsif ( $self->terms ) {
2048 $msg .= ' - '. $self->mt($self->terms);
2054 =item balance_due_date
2058 sub balance_due_date {
2060 my $conf = $self->conf;
2062 my $terms = $self->terms;
2063 if ( $terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
2064 $duedate = $self->time2str_local('rdate', $self->_date + ($1*86400) );
2069 sub credit_balance_msg {
2071 $self->mt('Credit Balance Remaining')
2076 Returns a string with the date, for example: "3/20/2008", localized for the
2077 customer. Use _date_pretty_unlocalized for non-end-customer display use.
2083 $self->time2str_local('short', $self->_date);
2086 =item _date_pretty_unlocalized
2088 Returns a string with the date, for example: "3/20/2008", in the format
2089 configured for the back-office. Use _date_pretty for end-customer display use.
2093 sub _date_pretty_unlocalized {
2095 time2str($date_format, $self->_date);
2100 Emails this template.
2102 Options are passed as a hashref. Available options:
2108 If specified, overrides the default From: address.
2112 If specified, overrides the name of the sent document ("Invoice" or "Quotation")
2116 (Deprecated) If specified, is the name of a suffix for alternate template files.
2120 Options accepted by generate_email can also be used.
2126 my $opt = shift || {};
2127 if ($opt and !ref($opt)) {
2128 die ref($self). '->email called with positional parameters';
2131 return if $self->hide;
2133 my $error = send_email(
2134 $self->generate_email(
2135 'subject' => $self->email_subject($opt->{template}),
2136 %$opt, # template, etc.
2140 die "can't email: $error\n" if $error;
2143 =item generate_email OPTION => VALUE ...
2151 sender address, required
2155 alternate template name, optional
2159 email subject, optional
2163 notice name instead of "Invoice", optional
2167 Returns an argument list to be passed to L<FS::Misc::send_email>.
2174 sub generate_email {
2178 my $conf = $self->conf;
2180 my $me = '[FS::Template_Mixin::generate_email]';
2183 'from' => $args{'from'},
2184 'subject' => ($args{'subject'} || $self->email_subject),
2185 'custnum' => $self->custnum,
2186 'msgtype' => 'invoice',
2189 $args{'unsquelch_cdr'} = $conf->exists('voip-cdr_email');
2191 my $cust_main = $self->cust_main;
2193 if (ref($args{'to'}) eq 'ARRAY') {
2194 $return{'to'} = $args{'to'};
2195 } elsif ( $cust_main ) {
2196 $return{'to'} = [ $cust_main->invoicing_list_emailonly ];
2199 my $tc = $self->template_conf;
2201 my @text; # array of lines
2202 my $html; # a big string
2203 my @related_parts; # will contain the text/HTML alternative, and images
2204 my $related; # will contain the multipart/related object
2206 if ( $conf->exists($tc. 'email_pdf') ) {
2207 if ( my $msgnum = $conf->config($tc.'email_pdf_msgnum') ) {
2209 warn "$me using '${tc}email_pdf_msgnum' in multipart message"
2212 my $msg_template = FS::msg_template->by_key($msgnum)
2213 or die "${tc}email_pdf_msgnum $msgnum not found\n";
2214 my %prepared = $msg_template->prepare(
2215 cust_main => $self->cust_main,
2219 @text = split(/(?=\n)/, $prepared{'text_body'});
2220 $html = $prepared{'html_body'};
2222 } elsif ( my @note = $conf->config($tc.'email_pdf_note') ) {
2224 warn "$me using '${tc}email_pdf_note' in multipart message"
2226 @text = $conf->config($tc.'email_pdf_note');
2227 $html = join('<BR>', @text);
2229 } # else use the plain text invoice
2234 if ( $conf->config($tc.'template') ) {
2236 warn "$me generating plain text invoice"
2239 # 'print_text' argument is no longer used
2240 @text = map Encode::encode_utf8($_), $self->print_text(\%args);
2244 warn "$me no plain text version exists; sending empty message body"
2251 my $text_part = build MIME::Entity (
2252 'Type' => 'text/plain',
2253 'Encoding' => 'quoted-printable',
2254 'Charset' => 'UTF-8',
2255 #'Encoding' => '7bit',
2257 'Disposition' => 'inline',
2262 if ( $conf->exists($tc.'html') ) {
2263 warn "$me generating HTML invoice"
2266 $args{'from'} =~ /\@([\w\.\-]+)/;
2267 my $from = $1 || 'example.com';
2268 my $content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2271 my $agentnum = $cust_main ? $cust_main->agentnum
2272 : $self->prospect_main->agentnum;
2273 if ( defined($args{'template'}) && length($args{'template'})
2274 && $conf->exists( 'logo_'. $args{'template'}. '.png', $agentnum )
2277 $logo = 'logo_'. $args{'template'}. '.png';
2281 my $image_data = $conf->config_binary( $logo, $agentnum);
2283 push @related_parts, build MIME::Entity
2284 'Type' => 'image/png',
2285 'Encoding' => 'base64',
2286 'Data' => $image_data,
2287 'Filename' => 'logo.png',
2288 'Content-ID' => "<$content_id>",
2291 if ( ref($self) eq 'FS::cust_bill' && $conf->exists('invoice-barcode') ) {
2292 my $barcode_content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2293 push @related_parts, build MIME::Entity
2294 'Type' => 'image/png',
2295 'Encoding' => 'base64',
2296 'Data' => $self->invoice_barcode(0),
2297 'Filename' => 'barcode.png',
2298 'Content-ID' => "<$barcode_content_id>",
2300 $args{'barcode_cid'} = $barcode_content_id;
2303 $html = $self->print_html({ 'cid'=>$content_id, %args });
2310 warn "$me creating HTML/text multipart message"
2313 $return{'nobody'} = 1;
2315 my $alternative = build MIME::Entity
2316 'Type' => 'multipart/alternative',
2317 #'Encoding' => '7bit',
2318 'Disposition' => 'inline'
2322 $alternative->add_part($text_part);
2325 $alternative->attach(
2326 'Type' => 'text/html',
2327 'Encoding' => 'quoted-printable',
2328 'Data' => [ '<html>',
2331 ' '. encode_entities($return{'subject'}),
2334 ' <body bgcolor="#e8e8e8">',
2335 Encode::encode_utf8($html),
2339 'Disposition' => 'inline',
2340 #'Filename' => 'invoice.pdf',
2343 unshift @related_parts, $alternative;
2345 $related = build MIME::Entity 'Type' => 'multipart/related',
2346 'Encoding' => '7bit';
2348 #false laziness w/Misc::send_email
2349 $related->head->replace('Content-type',
2350 $related->mime_type.
2351 '; boundary="'. $related->head->multipart_boundary. '"'.
2352 '; type=multipart/alternative'
2355 $related->add_part($_) foreach @related_parts;
2359 my @otherparts = ();
2360 if ( ref($self) eq 'FS::cust_bill' && $cust_main->email_csv_cdr ) {
2362 if ( $conf->config('voip-cdr_email_attach') eq 'zip' ) {
2364 my $data = join('', map "$_\n",
2365 $self->call_details(prepend_billed_number=>1)
2368 my $zip = new Archive::Zip;
2369 my $file = $zip->addString( $data, 'usage-'.$self->invnum.'.csv' );
2370 $file->desiredCompressionMethod( COMPRESSION_DEFLATED );
2373 my $SH = IO::Scalar->new(\$zipdata);
2374 my $status = $zip->writeToFileHandle($SH);
2375 die "Error zipping CDR attachment: $!" unless $status == AZ_OK;
2377 push @otherparts, build MIME::Entity
2378 'Type' => 'application/zip',
2379 'Encoding' => 'base64',
2381 'Disposition' => 'attachment',
2382 'Filename' => 'usage-'. $self->invnum. '.zip',
2385 } else { # } elsif ( $conf->config('voip-cdr_email_attach') eq 'csv' ) {
2387 push @otherparts, build MIME::Entity
2388 'Type' => 'text/csv',
2389 'Encoding' => '7bit',
2390 'Data' => [ map { "$_\n" }
2391 $self->call_details('prepend_billed_number' => 1)
2393 'Disposition' => 'attachment',
2394 'Filename' => 'usage-'. $self->invnum. '.csv',
2401 if ( $conf->exists($tc.'email_pdf') ) {
2406 # multipart/alternative
2412 my $pdf = build MIME::Entity $self->mimebuild_pdf(\%args);
2413 push @otherparts, $pdf;
2417 $return{'content-type'} = 'multipart/mixed'; # of the outer container
2419 $return{'mimeparts'} = [ $related, @otherparts ];
2420 $return{'type'} = 'multipart/related'; # of the first part
2422 $return{'mimeparts'} = [ $text_part, @otherparts ];
2423 $return{'type'} = 'text/plain';
2425 } elsif ( $html ) { # no PDF or CSV, strip the outer container
2426 $return{'mimeparts'} = \@related_parts;
2427 $return{'content-type'} = 'multipart/related';
2428 $return{'type'} = 'multipart/alternative';
2429 } else { # no HTML either
2430 $return{'body'} = \@text;
2431 $return{'content-type'} = 'text/plain';
2440 Returns a list suitable for passing to MIME::Entity->build(), representing
2441 this invoice as PDF attachment.
2448 'Type' => 'application/pdf',
2449 'Encoding' => 'base64',
2450 'Data' => [ $self->print_pdf(@_) ],
2451 'Disposition' => 'attachment',
2452 'Filename' => 'invoice-'. $self->invnum. '.pdf',
2456 =item postal_mail_fsinc
2458 Sends this invoice to the Freeside Internet Services, Inc. print and mail
2464 use IO::Socket::SSL;
2466 use HTTP::Request::Common qw( POST );
2469 sub postal_mail_fsinc {
2470 my ( $self, %opt ) = @_;
2472 my $url = 'https://ws.freeside.biz/print';
2474 my $cust_main = $self->cust_main;
2475 my $agentnum = $cust_main->agentnum;
2476 my $bill_location = $cust_main->bill_location;
2478 die "Extra charges for international mailing; contact support\@freeside.biz to enable\n"
2479 if $bill_location->country ne 'US';
2481 my $conf = new FS::Conf;
2483 my @company_address = $conf->config('company_address', $agentnum);
2484 my ( $company_address1, $company_address2, $company_city, $company_state, $company_zip );
2485 if ( $company_address[2] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2486 $company_address1 = $company_address[0];
2487 $company_address2 = $company_address[1];
2489 $company_state = $2;
2491 } elsif ( $company_address[1] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2492 $company_address1 = $company_address[0];
2493 $company_address2 = '';
2495 $company_state = $2;
2498 die "Unparsable company_address; contact support\@freeside.biz\n";
2500 $company_city =~ s/,$//;
2502 my $file = $self->print_pdf(%opt, 'no_addresses' => 1);
2503 my $pages = CAM::PDF->new($file)->numPages;
2505 my $ua = LWP::UserAgent->new(
2507 verify_hostname => 0,
2508 SSL_verify_mode => IO::Socket::SSL::SSL_VERIFY_NONE,
2509 SSL_version => 'SSLv3',
2512 my $response = $ua->request( POST $url, [
2513 'support-key' => scalar($conf->config('support-key')),
2514 'file' => encode_base64($file),
2518 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
2519 'company_address1' => $company_address1,
2520 'company_address2' => $company_address2,
2521 'company_city' => $company_city,
2522 'company_state' => $company_state,
2523 'company_zip' => $company_zip,
2524 'company_country' => 'US',
2525 'company_phonenum' => scalar($conf->config('company_phonenum', $agentnum)),
2526 'company_email' => scalar($conf->config('invoice_from', $agentnum)),
2529 'name' => ( $cust_main->payname
2530 && $cust_main->payby !~ /^(CARD|DCRD|CHEK|DCHK)$/
2531 ? $cust_main->payname
2532 : $cust_main->contact_firstlast
2534 'company' => $cust_main->company,
2535 'address1' => $bill_location->address1,
2536 'address2' => $bill_location->address2,
2537 'city' => $bill_location->city,
2538 'state' => $bill_location->state,
2539 'zip' => $bill_location->zip,
2540 'country' => $bill_location->country,
2543 die "Print connection error: ". $response->message.
2544 ' ('. $response->as_string. ")\n"
2545 unless $response->is_success;
2548 my $content = eval { decode_json($response->content) };
2549 die "Print JSON error : $@\n" if $@;
2551 die $content->{error}."\n"
2552 if $content->{error};
2554 #TODO: store this so we can query for a status later
2555 warn "Invoice printed, ID ". $content->{id}. "\n";
2560 =item _items_sections OPTIONS
2562 Generate section information for all items appearing on this invoice.
2563 This will only be called for multi-section invoices.
2565 For each line item (L<FS::cust_bill_pkg> record), this will fetch all
2566 related display records (L<FS::cust_bill_pkg_display>) and organize
2567 them into two groups ("early" and "late" according to whether they come
2568 before or after the total), then into sections. A subtotal is calculated
2571 Section descriptions are returned in sort weight order. Each consists
2572 of a hash containing:
2574 description: the package category name, escaped
2575 subtotal: the total charges in that section
2576 tax_section: a flag indicating that the section contains only tax charges
2577 summarized: same as tax_section, for some reason
2578 sort_weight: the package category's sort weight
2580 If 'condense' is set on the display record, it also contains everything
2581 returned from C<_condense_section()>, i.e. C<_condensed_foo_generator>
2582 coderefs to generate parts of the invoice. This is not advised.
2584 The method returns two arrayrefs, one of "early" sections and one of "late"
2587 OPTIONS may include:
2589 by_location: a flag to divide the invoice into sections by location.
2590 Each section hash will have a 'location' element containing a hashref of
2591 the location fields (see L<FS::cust_location>). The section description
2592 will be the location label, but the template can use any of the location
2593 fields to create a suitable label.
2595 by_category: a flag to divide the invoice into sections using display
2596 records (see L<FS::cust_bill_pkg_display>). This is the "traditional"
2597 behavior. Each section hash will have a 'category' element containing
2598 the section name from the display record (which probably equals the
2599 category name of the package, but may not in some cases).
2601 summary: a flag indicating that this is a summary-format invoice.
2602 Turning this on has the following effects:
2603 - Ignores display items with the 'summary' flag.
2604 - Places all sections in the "early" group even if they have post_total.
2605 - Creates sections for all non-disabled package categories, even if they
2606 have no charges on this invoice, as well as a section with no name.
2608 escape: an escape function to use for section titles.
2610 extra_sections: an arrayref of additional sections to return after the
2611 sorted list. If there are any of these, section subtotals exclude
2614 format: 'latex', 'html', or 'template' (i.e. text). Not used, but
2615 passed through to C<_condense_section()>.
2619 use vars qw(%pkg_category_cache);
2620 sub _items_sections {
2624 my $escape = $opt{escape};
2625 my @extra_sections = @{ $opt{extra_sections} || [] };
2627 # $subtotal{$locationnum}{$categoryname} = amount.
2628 # if we're not using by_location, $locationnum is undef.
2629 # if we're not using by_category, you guessed it, $categoryname is undef.
2630 # if we're not using either one, we shouldn't be here in the first place...
2632 my %late_subtotal = ();
2635 # About tax items + multisection invoices:
2636 # If either invoice_*summary option is enabled, AND there is a
2637 # package category with the name of the tax, then there will be
2638 # a display record assigning the tax item to that category.
2640 # However, the taxes are always placed in the "Taxes, Surcharges,
2641 # and Fees" section regardless of that. The only effect of the
2642 # display record is to create a subtotal for the summary page.
2645 my $pkg_hash = $self->cust_pkg_hash;
2647 foreach my $cust_bill_pkg ( $self->cust_bill_pkg )
2650 my $usage = $cust_bill_pkg->usage;
2653 if ( $opt{by_location} ) {
2654 if ( $cust_bill_pkg->pkgnum ) {
2655 $locationnum = $pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum;
2660 $locationnum = undef;
2663 # as in _items_cust_pkg, if a line item has no display records,
2664 # cust_bill_pkg_display() returns a default record for it
2666 foreach my $display ($cust_bill_pkg->cust_bill_pkg_display) {
2667 next if ( $display->summary && $opt{summary} );
2669 #my $section = $display->section;
2670 #false laziness with the method, but for efficiency inside this loop
2671 my $section = $display->get('section');
2672 if ( !$section && !$cust_bill_pkg->hidden ) {
2673 $section = $cust_bill_pkg->get('categoryname'); #cust_bill->cust_bill_pkg added it (XXX quotations / quotation_section)
2676 my $type = $display->type;
2677 # Set $section = undef if we're sectioning by location and this
2678 # line item _has_ a location (i.e. isn't a fee).
2679 $section = undef if $locationnum;
2681 # set this flag if the section is not tax-only
2682 $not_tax{$locationnum}{$section} = 1
2683 if $cust_bill_pkg->pkgnum or $cust_bill_pkg->feepart;
2685 # there's actually a very important piece of logic buried in here:
2686 # incrementing $late_subtotal{$section} CREATES
2687 # $late_subtotal{$section}. keys(%late_subtotal) is later used
2688 # to define the list of late sections, and likewise keys(%subtotal).
2689 # When _items_cust_bill_pkg is called to generate line items for
2690 # real, it will be called with 'section' => $section for each
2692 if ( $display->post_total && !$opt{summary} ) {
2693 if (! $type || $type eq 'S') {
2694 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2695 if $cust_bill_pkg->setup != 0
2696 || $cust_bill_pkg->setup_show_zero;
2700 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur
2701 if $cust_bill_pkg->recur != 0
2702 || $cust_bill_pkg->recur_show_zero;
2705 if ($type && $type eq 'R') {
2706 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2707 if $cust_bill_pkg->recur != 0
2708 || $cust_bill_pkg->recur_show_zero;
2711 if ($type && $type eq 'U') {
2712 $late_subtotal{$locationnum}{$section} += $usage
2713 unless scalar(@extra_sections);
2716 } else { # it's a pre-total (normal) section
2718 # skip tax items unless they're explicitly included in a section
2719 next if $cust_bill_pkg->pkgnum == 0 and
2720 ! $cust_bill_pkg->feepart and
2723 if ( $type eq 'S' ) {
2724 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2725 if $cust_bill_pkg->setup != 0
2726 || $cust_bill_pkg->setup_show_zero;
2727 } elsif ( $type eq 'R' ) {
2728 $subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2729 if $cust_bill_pkg->recur != 0
2730 || $cust_bill_pkg->recur_show_zero;
2731 } elsif ( $type eq 'U' ) {
2732 $subtotal{$locationnum}{$section} += $usage
2733 unless scalar(@extra_sections);
2734 } elsif ( !$type ) {
2735 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2736 + $cust_bill_pkg->recur;
2745 %pkg_category_cache = ();
2747 # summary invoices need subtotals for all non-disabled package categories,
2748 # even if they're zero
2749 # but currently assume that there are no location sections, or at least
2750 # that the summary page doesn't care about them
2751 if ( $opt{summary} ) {
2752 foreach my $category (qsearch('pkg_category', {disabled => ''})) {
2753 $subtotal{''}{$category->categoryname} ||= 0;
2755 $subtotal{''}{''} ||= 0;
2759 foreach my $post_total (0,1) {
2761 my $s = $post_total ? \%late_subtotal : \%subtotal;
2762 foreach my $locationnum (keys %$s) {
2763 foreach my $sectionname (keys %{ $s->{$locationnum} }) {
2765 'subtotal' => $s->{$locationnum}{$sectionname},
2768 if ( $locationnum ) {
2769 $section->{'locationnum'} = $locationnum;
2770 my $location = FS::cust_location->by_key($locationnum);
2771 $section->{'description'} = &{ $escape }($location->location_label);
2772 # Better ideas? This will roughly group them by proximity,
2773 # which alpha sorting on any of the address fields won't.
2774 # Sorting by locationnum is meaningless.
2775 # We have to sort on _something_ or the order may change
2776 # randomly from one invoice to the next, which will confuse
2778 $section->{'sort_weight'} = sprintf('%012s',$location->zip) .
2780 $section->{'location'} = {
2781 label_prefix => &{ $escape }($location->label_prefix),
2782 map { $_ => &{ $escape }($location->get($_)) }
2786 $section->{'category'} = $sectionname;
2787 $section->{'description'} = &{ $escape }($sectionname);
2788 if ( _pkg_category($sectionname) ) {
2789 $section->{'sort_weight'} = _pkg_category($sectionname)->weight;
2790 if ( _pkg_category($sectionname)->condense ) {
2791 $section = { %$section, $self->_condense_section($opt{format}) };
2795 if ( !$post_total and !$not_tax{$locationnum}{$sectionname} ) {
2796 # then it's a tax-only section
2797 $section->{'summarized'} = 'Y';
2798 $section->{'tax_section'} = 'Y';
2800 push @these, $section;
2801 } # foreach $sectionname
2802 } #foreach $locationnum
2803 push @these, @extra_sections if $post_total == 0;
2804 # need an alpha sort for location sections, because postal codes can
2806 $sections[ $post_total ] = [ sort {
2807 $opt{'by_location'} ?
2808 ($a->{sort_weight} cmp $b->{sort_weight}) :
2809 ($a->{sort_weight} <=> $b->{sort_weight})
2811 } #foreach $post_total
2813 return @sections; # early, late
2816 #helper subs for above
2820 $self->{cust_pkg} ||= { map { $_->pkgnum => $_ } $self->cust_pkg };
2824 my $categoryname = shift;
2825 $pkg_category_cache{$categoryname} ||=
2826 qsearchs( 'pkg_category', { 'categoryname' => $categoryname } );
2829 my %condensed_format = (
2830 'label' => [ qw( Description Qty Amount ) ],
2832 sub { shift->{description} },
2833 sub { shift->{quantity} },
2834 sub { my($href, %opt) = @_;
2835 ($opt{dollar} || ''). $href->{amount};
2838 'align' => [ qw( l r r ) ],
2839 'span' => [ qw( 5 1 1 ) ], # unitprices?
2840 'width' => [ qw( 10.7cm 1.4cm 1.6cm ) ], # don't like this
2843 sub _condense_section {
2844 my ( $self, $format ) = ( shift, shift );
2846 map { my $method = "_condensed_$_"; $_ => $self->$method($format) }
2847 qw( description_generator
2850 total_line_generator
2855 sub _condensed_generator_defaults {
2856 my ( $self, $format ) = ( shift, shift );
2857 return ( \%condensed_format, ' ', ' ', ' ', sub { shift } );
2866 sub _condensed_header_generator {
2867 my ( $self, $format ) = ( shift, shift );
2869 my ( $f, $prefix, $suffix, $separator, $column ) =
2870 _condensed_generator_defaults($format);
2872 if ($format eq 'latex') {
2873 $prefix = "\\hline\n\\rule{0pt}{2.5ex}\n\\makebox[1.4cm]{}&\n";
2874 $suffix = "\\\\\n\\hline";
2877 sub { my ($d,$a,$s,$w) = @_;
2878 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2880 } elsif ( $format eq 'html' ) {
2881 $prefix = '<th></th>';
2885 sub { my ($d,$a,$s,$w) = @_;
2886 return qq!<th align="$html_align{$a}">$d</th>!;
2894 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2896 &{$column}( map { $f->{$_}->[$i] } qw(label align span width) );
2899 $prefix. join($separator, @result). $suffix;
2904 sub _condensed_description_generator {
2905 my ( $self, $format ) = ( shift, shift );
2907 my ( $f, $prefix, $suffix, $separator, $column ) =
2908 _condensed_generator_defaults($format);
2910 my $money_char = '$';
2911 if ($format eq 'latex') {
2912 $prefix = "\\hline\n\\multicolumn{1}{c}{\\rule{0pt}{2.5ex}~} &\n";
2914 $separator = " & \n";
2916 sub { my ($d,$a,$s,$w) = @_;
2917 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2919 $money_char = '\\dollar';
2920 }elsif ( $format eq 'html' ) {
2921 $prefix = '"><td align="center"></td>';
2925 sub { my ($d,$a,$s,$w) = @_;
2926 return qq!<td align="$html_align{$a}">$d</td>!;
2928 #$money_char = $conf->config('money_char') || '$';
2929 $money_char = ''; # this is madness
2937 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2939 $dollar = $money_char if $i == scalar(@{$f->{label}})-1;
2941 &{$column}( &{$f->{fields}->[$i]}($href, 'dollar' => $dollar),
2942 map { $f->{$_}->[$i] } qw(align span width)
2946 $prefix. join( $separator, @result ). $suffix;
2951 sub _condensed_total_generator {
2952 my ( $self, $format ) = ( shift, shift );
2954 my ( $f, $prefix, $suffix, $separator, $column ) =
2955 _condensed_generator_defaults($format);
2958 if ($format eq 'latex') {
2961 $separator = " & \n";
2963 sub { my ($d,$a,$s,$w) = @_;
2964 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2966 }elsif ( $format eq 'html' ) {
2970 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2972 sub { my ($d,$a,$s,$w) = @_;
2973 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2982 # my $r = &{$f->{fields}->[$i]}(@args);
2983 # $r .= ' Total' unless $i;
2985 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2987 &{$column}( &{$f->{fields}->[$i]}(@args). ($i ? '' : ' Total'),
2988 map { $f->{$_}->[$i] } qw(align span width)
2992 $prefix. join( $separator, @result ). $suffix;
2997 =item total_line_generator FORMAT
2999 Returns a coderef used for generation of invoice total line items for this
3000 usage_class. FORMAT is either html or latex
3004 # should not be used: will have issues with hash element names (description vs
3005 # total_item and amount vs total_amount -- another array of functions?
3007 sub _condensed_total_line_generator {
3008 my ( $self, $format ) = ( shift, shift );
3010 my ( $f, $prefix, $suffix, $separator, $column ) =
3011 _condensed_generator_defaults($format);
3014 if ($format eq 'latex') {
3017 $separator = " & \n";
3019 sub { my ($d,$a,$s,$w) = @_;
3020 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
3022 }elsif ( $format eq 'html' ) {
3026 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
3028 sub { my ($d,$a,$s,$w) = @_;
3029 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
3038 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
3040 &{$column}( &{$f->{fields}->[$i]}(@args),
3041 map { $f->{$_}->[$i] } qw(align span width)
3045 $prefix. join( $separator, @result ). $suffix;
3050 =item _items_pkg [ OPTIONS ]
3052 Return line item hashes for each package item on this invoice. Nearly
3055 $self->_items_cust_bill_pkg([ $self->cust_bill_pkg ])
3057 OPTIONS are passed through to _items_cust_bill_pkg, and should include
3058 'format' and 'escape_function' at minimum.
3060 To produce items for a specific invoice section, OPTIONS should include
3061 'section', a hashref containing 'category' and/or 'locationnum' keys.
3063 'section' may also contain a key named 'condensed'. If this is present
3064 and has a true value, _items_pkg will try to merge identical items into items
3065 with 'quantity' equal to the number of items (not the sum of their separate
3066 quantities, for some reason).
3072 # The order of these is important. Bundled line items will be merged into
3073 # the most recent non-hidden item, so it needs to be the one with:
3075 # - the same start date
3076 # - no pkgpart_override
3078 # So: sort by pkgnum,
3080 # then sort the base line item before any overrides
3081 # then sort hidden before non-hidden add-ons
3082 # then sort by override pkgpart (for consistency)
3083 sort { $a->pkgnum <=> $b->pkgnum or
3084 $a->sdate <=> $b->sdate or
3085 ($a->pkgpart_override ? 0 : -1) or
3086 ($b->pkgpart_override ? 0 : 1) or
3087 $b->hidden cmp $a->hidden or
3088 $a->pkgpart_override <=> $b->pkgpart_override
3090 # and of course exclude taxes and fees
3091 grep { $_->pkgnum > 0 } $self->cust_bill_pkg;
3097 my @cust_bill_pkg = grep { $_->feepart } $self->cust_bill_pkg;
3098 my $escape_function = $options{escape_function};
3100 my $locale = $self->cust_main->locale;
3103 foreach my $cust_bill_pkg (@cust_bill_pkg) {
3104 # cache this, so we don't look it up again in every section
3105 my $part_fee = $cust_bill_pkg->get('part_fee')
3106 || $cust_bill_pkg->part_fee;
3107 $cust_bill_pkg->set('part_fee', $part_fee);
3109 #die "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n"; # might make more sense
3110 warn "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n";
3113 if ( exists($options{section}) and exists($options{section}{category}) )
3115 my $categoryname = $options{section}{category};
3116 # then filter for items that have that section
3117 if ( $part_fee->categoryname ne $categoryname ) {
3118 warn "skipping fee '".$part_fee->itemdesc."'--not in section $categoryname\n" if $DEBUG;
3121 } # otherwise include them all in the main section
3122 # XXX what to do when sectioning by location?
3125 my %base_invnums; # invnum => invoice date
3126 foreach ($cust_bill_pkg->cust_bill_pkg_fee) {
3127 if ($_->base_invnum) {
3128 # XXX what if base_bill has been voided?
3129 my $base_bill = FS::cust_bill->by_key($_->base_invnum);
3130 my $base_date = $self->time2str_local('short', $base_bill->_date)
3132 $base_invnums{$_->base_invnum} = $base_date || '';
3135 foreach (sort keys(%base_invnums)) {
3136 next if $_ == $self->invnum;
3137 # per convention, we must escape ext_description lines
3139 &{$escape_function}(
3140 $self->mt('from invoice #[_1] on [_2]', $_, $base_invnums{$_})
3143 my $desc = $part_fee->itemdesc_locale($locale);
3144 # but not escape the base description line
3146 my @pkg_tax = $cust_bill_pkg->_pkg_tax_list
3147 if $options{section_with_taxes};
3150 { feepart => $cust_bill_pkg->feepart,
3151 amount => sprintf('%.2f', $cust_bill_pkg->setup + $cust_bill_pkg->recur),
3152 description => $desc,
3153 pkg_tax => \@pkg_tax,
3154 ext_description => \@ext_desc,
3165 warn "$me _items_pkg searching for all package line items\n"
3168 my @cust_bill_pkg = $self->_items_nontax;
3170 warn "$me _items_pkg filtering line items\n"
3172 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3174 if ($options{section} && $options{section}->{condensed}) {
3176 warn "$me _items_pkg condensing section\n"
3180 local $Storable::canonical = 1;
3181 foreach ( @items ) {
3183 delete $item->{ref};
3184 delete $item->{ext_description};
3185 my $key = freeze($item);
3186 $itemshash{$key} ||= 0;
3187 $itemshash{$key} ++; # += $item->{quantity};
3189 @items = sort { $a->{description} cmp $b->{description} }
3190 map { my $i = thaw($_);
3191 $i->{quantity} = $itemshash{$_};
3193 sprintf( "%.2f", $i->{quantity} * $i->{amount} );#unit_amount
3199 warn "$me _items_pkg returning ". scalar(@items). " items\n"
3206 return 0 unless $a->itemdesc cmp $b->itemdesc;
3207 return -1 if $b->itemdesc eq 'Tax';
3208 return 1 if $a->itemdesc eq 'Tax';
3209 return -1 if $b->itemdesc eq 'Other surcharges';
3210 return 1 if $a->itemdesc eq 'Other surcharges';
3211 $a->itemdesc cmp $b->itemdesc;
3216 my @cust_bill_pkg = sort _taxsort grep { ! $_->pkgnum and ! $_->feepart }
3217 $self->cust_bill_pkg;
3218 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3220 if ( $self->conf->exists('always_show_tax') ) {
3221 my $itemdesc = $self->conf->config('always_show_tax') || 'Tax';
3222 if (0 == grep { $_->{description} eq $itemdesc } @items) {
3224 { 'description' => $itemdesc,
3231 =item _items_cust_bill_pkg CUST_BILL_PKGS OPTIONS
3233 Takes an arrayref of L<FS::cust_bill_pkg> objects, and returns a
3234 list of hashrefs describing the line items they generate on the invoice.
3236 OPTIONS may include:
3238 format: the invoice format.
3240 escape_function: the function used to escape strings.
3242 DEPRECATED? (expensive, mostly unused?)
3243 format_function: the function used to format CDRs.
3245 section: a hashref containing 'category' and/or 'locationnum'; if this
3246 is present, only returns line items that belong to that category and/or
3247 location (whichever is defined).
3249 multisection: a flag indicating that this is a multisection invoice,
3250 which does something complicated.
3252 preref_callback: coderef run for each line item, code should return HTML to be
3253 displayed before that line item (quotations only)
3255 section_with_taxes: Look up and include applied taxes for each record
3257 Returns a list of hashrefs, each of which may contain:
3259 pkgnum, description, amount, unit_amount, quantity, pkgpart, _is_setup, and
3260 ext_description, which is an arrayref of detail lines to show below
3265 sub _items_cust_bill_pkg {
3267 my $conf = $self->conf;
3268 my $cust_bill_pkgs = shift;
3271 my $format = $opt{format} || '';
3272 my $escape_function = $opt{escape_function} || sub { shift };
3273 my $format_function = $opt{format_function} || '';
3274 my $no_usage = $opt{no_usage} || '';
3275 my $unsquelched = $opt{unsquelched} || ''; #unused
3276 my ($section, $locationnum, $category);
3277 if ( $opt{section} ) {
3278 $category = $opt{section}->{category};
3279 $locationnum = $opt{section}->{locationnum};
3281 my $summary_page = $opt{summary_page} || ''; #unused
3282 my $multisection = defined($category) || defined($locationnum);
3283 # this variable is the value of the config setting, not whether it applies
3284 # to this particular line item.
3285 my $discount_show_always = $conf->exists('discount-show-always');
3287 my $maxlength = $conf->config('cust_bill-latex_lineitem_maxlength') || 40;
3289 my $cust_main = $self->cust_main;#for per-agent cust_bill-line_item-ate_style
3291 my $agentnum = $self->agentnum;
3293 # for location labels: use default location on the invoice date
3294 my $default_locationnum;
3295 if ( $conf->exists('invoice-all_pkg_addresses') ) {
3296 $default_locationnum = 0; # treat them all as non-default
3297 } elsif ( $self->custnum ) {
3299 my @h_search = FS::h_cust_main->sql_h_search($self->_date);
3300 $h_cust_main = qsearchs({
3301 'table' => 'h_cust_main',
3302 'hashref' => { custnum => $self->custnum },
3303 'extra_sql' => $h_search[1],
3304 'addl_from' => $h_search[3],
3306 $default_locationnum = $h_cust_main->ship_locationnum;
3307 } elsif ( $self->prospectnum ) {
3308 my $cust_location = qsearchs('cust_location',
3309 { prospectnum => $self->prospectnum,
3311 $default_locationnum = $cust_location->locationnum if $cust_location;
3314 my @b = (); # accumulator for the line item hashes that we'll return
3315 my ($s, $r, $u, $d) = ( undef, undef, undef, undef );
3316 # the 'current' line item hashes for setup, recur, usage, discount
3317 foreach my $cust_bill_pkg ( @$cust_bill_pkgs )
3319 # if the current line item is waiting to go out, and the one we're about
3320 # to start is not bundled, then push out the current one and start a new
3322 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3323 if ( $_ && !$cust_bill_pkg->hidden ) {
3324 $_->{amount} = sprintf( "%.2f", $_->{amount} );
3325 $_->{amount} =~ s/^\-0\.00$/0.00/;
3326 if (exists($_->{unit_amount})) {
3327 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3330 # we already decided to create this display line; don't reconsider it
3332 # if $_->{amount} != 0
3333 # || $discount_show_always
3334 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3335 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3341 if ( $locationnum ) {
3342 # this is a location section; skip packages that aren't at this
3344 next if $cust_bill_pkg->pkgnum == 0; # skips fees...
3345 next if $self->cust_pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum
3349 # Consider display records for this item to determine if it belongs
3350 # in this section. Note that if there are no display records, there
3351 # will be a default pseudo-record that includes all charge types
3352 # and has no section name.
3353 my @cust_bill_pkg_display = $cust_bill_pkg->can('cust_bill_pkg_display')
3354 ? $cust_bill_pkg->cust_bill_pkg_display
3355 : ( $cust_bill_pkg );
3357 warn "$me _items_cust_bill_pkg considering cust_bill_pkg ".
3358 $cust_bill_pkg->billpkgnum. ", pkgnum ". $cust_bill_pkg->pkgnum. "\n"
3361 if ( defined($category) ) {
3362 # then this is a package category section; process all display records
3363 # that belong to this section.
3364 @cust_bill_pkg_display = grep { $_->section eq $category }
3365 @cust_bill_pkg_display;
3367 # otherwise, process all display records that aren't usage summaries
3368 # (I don't think there should be usage summaries if you aren't using
3369 # category sections, but this is the historical behavior)
3370 @cust_bill_pkg_display = grep { !$_->summary }
3371 @cust_bill_pkg_display;
3374 my $classname = ''; # package class name, will fill in later
3376 foreach my $display (@cust_bill_pkg_display) {
3378 warn "$me _items_cust_bill_pkg considering cust_bill_pkg_display ".
3379 $display->billpkgdisplaynum. "\n"
3382 my $type = $display->type;
3384 my $desc = $cust_bill_pkg->desc( $cust_main ? $cust_main->locale : '' );
3385 $desc = substr($desc, 0, $maxlength). '...'
3386 if $format eq 'latex' && length($desc) > $maxlength;
3388 my %details_opt = ( 'format' => $format,
3389 'escape_function' => $escape_function,
3390 'format_function' => $format_function,
3391 'no_usage' => $opt{'no_usage'},
3394 my @pkg_tax = $cust_bill_pkg->_pkg_tax_list
3395 if $opt{section_with_taxes};
3397 if ( ref($cust_bill_pkg) eq 'FS::quotation_pkg' ) {
3398 # XXX this should be pulled out into quotation_pkg
3400 warn "$me _items_cust_bill_pkg cust_bill_pkg is quotation_pkg\n"
3402 # quotation_pkgs are never fees, so don't worry about the case where
3403 # part_pkg is undefined
3405 my @details = $cust_bill_pkg->details;
3407 # and I guess they're never bundled either?
3408 if (( $cust_bill_pkg->setup != 0 ) || ( $cust_bill_pkg->setup_show_zero )) {
3409 my $description = $desc;
3410 $description .= ' Setup'
3411 if $cust_bill_pkg->recur != 0
3412 || $discount_show_always
3413 || $cust_bill_pkg->recur_show_zero;
3415 # keep it consistent, please
3417 'pkgnum' => $cust_bill_pkg->pkgpart, #so it displays in Ref
3418 'description' => $description,
3419 'amount' => sprintf("%.2f", $cust_bill_pkg->setup),
3420 'unit_amount' => sprintf("%.2f", $cust_bill_pkg->unitsetup),
3421 'quantity' => $cust_bill_pkg->quantity,
3422 'pkg_tax' => \@pkg_tax,
3423 'ext_description' => \@details,
3424 'preref_html' => ( $opt{preref_callback}
3425 ? &{ $opt{preref_callback} }( $cust_bill_pkg )
3430 if (( $cust_bill_pkg->recur != 0 ) || ( $cust_bill_pkg->recur_show_zero )) {
3433 'pkgnum' => $cust_bill_pkg->pkgpart, #so it displays in Ref
3434 'description' => "$desc (". $cust_bill_pkg->part_pkg->freq_pretty.")",
3435 'amount' => sprintf("%.2f", $cust_bill_pkg->recur),
3436 'unit_amount' => sprintf("%.2f", $cust_bill_pkg->unitrecur),
3437 'quantity' => $cust_bill_pkg->quantity,
3438 'pkg_tax' => \@pkg_tax,
3439 'ext_description' => \@details,
3440 'preref_html' => ( $opt{preref_callback}
3441 ? &{ $opt{preref_callback} }( $cust_bill_pkg )
3447 } elsif ( $cust_bill_pkg->pkgnum > 0 ) {
3448 # a "normal" package line item (not a quotation, not a fee, not a tax)
3450 warn "$me _items_cust_bill_pkg cust_bill_pkg is non-tax\n"
3453 my $cust_pkg = $cust_bill_pkg->cust_pkg;
3454 my $part_pkg = $cust_pkg->part_pkg;
3456 # which pkgpart to show for display purposes?
3457 my $pkgpart = $cust_bill_pkg->pkgpart_override || $cust_pkg->pkgpart;
3459 # start/end dates for invoice formats that do nonstandard
3461 my %item_dates = ();
3462 %item_dates = map { $_ => $cust_bill_pkg->$_ } ('sdate', 'edate')
3463 unless $part_pkg->option('disable_line_item_date_ranges',1);
3465 # not normally used, but pass this to the template anyway
3466 $classname = $part_pkg->classname;
3468 if ( (!$type || $type eq 'S')
3469 && ( $cust_bill_pkg->setup != 0
3470 || $cust_bill_pkg->setup_show_zero
3471 || ($discount_show_always and $cust_bill_pkg->unitsetup > 0)
3476 warn "$me _items_cust_bill_pkg adding setup\n"
3479 # append the word 'Setup' to the setup line if there's going to be
3480 # a recur line for the same package (i.e. not a one-time charge)
3482 my $description = $desc;
3483 $description .= ' Setup'
3484 if $cust_bill_pkg->recur != 0
3485 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3486 || $cust_bill_pkg->recur_show_zero;
3488 my $disable_date_ranges =
3489 $opt{disable_line_item_date_ranges}
3490 || $part_pkg->option('disable_line_item_date_ranges', 1);
3492 $description .= $cust_bill_pkg->time_period_pretty(
3495 disable_date_ranges => $disable_date_ranges,
3497 if $part_pkg->is_prepaid #for prepaid, "display the validity period
3498 # triggered by the recurring charge freq
3500 && $cust_bill_pkg->recur == 0
3501 && ! $cust_bill_pkg->recur_show_zero;
3506 # always pass the svc_label through to the template, even if
3507 # not displaying it as an ext_description
3508 my @svc_labels = map &{$escape_function}($_),
3509 $cust_pkg->h_labels_short($self->_date,
3512 $self->conf->{locale},
3514 $svc_label = $svc_labels[0];
3516 unless ( $cust_pkg->part_pkg->hide_svc_detail
3517 || $cust_bill_pkg->hidden )
3520 push @d, @svc_labels
3521 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3522 # show the location label if it's not the customer's default
3523 # location, and we're not grouping items by location already
3524 if ( $cust_pkg->locationnum != $default_locationnum
3525 and !defined($locationnum) ) {
3526 my $loc = $cust_pkg->location_label;
3527 $loc = substr($loc, 0, $maxlength). '...'
3528 if $format eq 'latex' && length($loc) > $maxlength;
3529 push @d, &{$escape_function}($loc);
3532 } #unless hiding service details
3534 push @d, $cust_bill_pkg->details(%details_opt)
3535 if $cust_bill_pkg->recur == 0;
3537 if ( $cust_bill_pkg->hidden ) {
3538 $s->{amount} += $cust_bill_pkg->setup;
3539 $s->{unit_amount} += $cust_bill_pkg->unitsetup;
3540 push @{ $s->{ext_description} }, @d;
3544 description => $description,
3545 pkgpart => $pkgpart,
3546 pkgnum => $cust_bill_pkg->pkgnum,
3547 amount => $cust_bill_pkg->setup,
3548 setup_show_zero => $cust_bill_pkg->setup_show_zero,
3549 unit_amount => $cust_bill_pkg->unitsetup,
3550 quantity => $cust_bill_pkg->quantity,
3551 pkg_tax => \@pkg_tax,
3552 ext_description => \@d,
3553 svc_label => ($svc_label || ''),
3554 locationnum => $cust_pkg->locationnum, # sure, why not?
3560 # should we show a recur line?
3561 # if type eq 'S', then NO, because we've been told not to.
3562 # otherwise, show the recur line if:
3563 # - there's a recurring charge
3564 # - or recur_show_zero is on
3565 # - or there's a positive unitrecur (so it's been discounted to zero)
3566 # and discount-show-always is on
3567 if ( ( !$type || $type eq 'R' || $type eq 'U' )
3569 $cust_bill_pkg->recur != 0
3571 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3572 || $cust_bill_pkg->recur_show_zero
3577 warn "$me _items_cust_bill_pkg adding recur/usage\n"
3580 my $is_summary = $display->summary;
3581 my $description = $desc;
3582 if ( $type eq 'U' and defined($r) ) {
3583 # don't just show the same description as the recur line
3584 $description = $self->mt('Usage charges');
3587 my $disable_date_ranges =
3588 $opt{disable_line_item_date_ranges}
3589 || $part_pkg->option('disable_line_item_date_ranges', 1);
3591 $description .= $cust_bill_pkg->time_period_pretty(
3594 disable_date_ranges => $disable_date_ranges,
3598 my @seconds = (); # for display of usage info
3601 #at least until cust_bill_pkg has "past" ranges in addition to
3602 #the "future" sdate/edate ones... see #3032
3603 my @dates = ( $self->_date );
3604 my $prev = $cust_bill_pkg->previous_cust_bill_pkg;
3605 push @dates, $prev->sdate if $prev;
3606 push @dates, undef if !$prev;
3608 my @svc_labels = map &{$escape_function}($_),
3609 $cust_pkg->h_labels_short(@dates,
3611 $self->conf->{locale});
3612 $svc_label = $svc_labels[0];
3614 # show service labels, unless...
3615 # the package is set not to display them
3616 unless ( $part_pkg->hide_svc_detail
3617 # or this is a tax-like line item
3618 || $cust_bill_pkg->itemdesc
3619 # or this is a hidden (bundled) line item
3620 || $cust_bill_pkg->hidden
3621 # or this is a usage summary line
3622 || $is_summary && $type && $type eq 'U'
3623 # or this is a usage line and there's a recurring line
3624 # for the package in the same section (which will
3625 # have service labels already)
3626 || ($type eq 'U' and defined($r))
3630 warn "$me _items_cust_bill_pkg adding service details\n"
3633 push @d, @svc_labels
3634 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3635 warn "$me _items_cust_bill_pkg done adding service details\n"
3638 # show the location label if it's not the customer's default
3639 # location, and we're not grouping items by location already
3640 if ( $cust_pkg->locationnum != $default_locationnum
3641 and !defined($locationnum) ) {
3642 my $loc = $cust_pkg->location_label;
3643 $loc = substr($loc, 0, $maxlength). '...'
3644 if $format eq 'latex' && length($loc) > $maxlength;
3645 push @d, &{$escape_function}($loc);
3648 # Display of seconds_since_sqlradacct:
3649 # On the invoice, when processing @detail_items, look for a field
3650 # named 'seconds'. This will contain total seconds for each
3651 # service, in the same order as @ext_description. For services
3652 # that don't support this it will show undef.
3653 if ( $conf->exists('svc_acct-usage_seconds')
3654 and ! $cust_bill_pkg->pkgpart_override ) {
3655 foreach my $cust_svc (
3656 $cust_pkg->h_cust_svc(@dates, 'I')
3659 # eval because not having any part_export_usage exports
3660 # is a fatal error, last_bill/_date because that's how
3661 # sqlradius_hour billing does it
3663 $cust_svc->seconds_since_sqlradacct($dates[1] || 0, $dates[0]);
3665 push @seconds, $sec;
3667 } #if svc_acct-usage_seconds
3669 } # if we are showing service labels
3671 unless ( $is_summary ) {
3672 warn "$me _items_cust_bill_pkg adding details\n"
3675 #instead of omitting details entirely in this case (unwanted side
3676 # effects), just omit CDRs
3677 $details_opt{'no_usage'} = 1
3678 if $type && $type eq 'R';
3680 push @d, $cust_bill_pkg->details(%details_opt);
3683 warn "$me _items_cust_bill_pkg calculating amount\n"
3688 $amount = $cust_bill_pkg->recur;
3689 } elsif ($type eq 'R') {
3690 $amount = $cust_bill_pkg->recur - $cust_bill_pkg->usage;
3691 } elsif ($type eq 'U') {
3692 $amount = $cust_bill_pkg->usage;
3695 if ( !$type || $type eq 'R' ) {
3697 warn "$me _items_cust_bill_pkg adding recur\n"
3701 ( $cust_bill_pkg->unitrecur > 0 ) ? $cust_bill_pkg->unitrecur
3704 if ( $cust_bill_pkg->hidden ) {
3705 $r->{amount} += $amount;
3706 $r->{unit_amount} += $unit_amount;
3707 push @{ $r->{ext_description} }, @d;
3710 description => $description,
3711 pkgpart => $pkgpart,
3712 pkgnum => $cust_bill_pkg->pkgnum,
3714 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3715 unit_amount => $unit_amount,
3716 quantity => $cust_bill_pkg->quantity,
3717 pkg_tax => \@pkg_tax,
3719 ext_description => \@d,
3720 svc_label => ($svc_label || ''),
3721 locationnum => $cust_pkg->locationnum,
3723 $r->{'seconds'} = \@seconds if grep {defined $_} @seconds;
3726 } else { # $type eq 'U'
3728 warn "$me _items_cust_bill_pkg adding usage\n"
3731 if ( $cust_bill_pkg->hidden and defined($u) ) {
3732 # if this is a hidden package and there's already a usage
3733 # line for the bundle, add this package's total amount and
3734 # usage details to it
3735 $u->{amount} += $amount;
3736 push @{ $u->{ext_description} }, @d;
3737 } elsif ( $amount ) {
3738 # create a new usage line
3740 description => $description,
3741 pkgpart => $pkgpart,
3742 pkgnum => $cust_bill_pkg->pkgnum,
3745 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3746 pkg_tax => \@pkg_tax,
3748 ext_description => \@d,
3749 locationnum => $cust_pkg->locationnum,
3751 } # else this has no usage, so don't create a usage section
3754 } # recurring or usage with recurring charge
3756 } else { # taxes and fees
3758 warn "$me _items_cust_bill_pkg cust_bill_pkg is tax\n"
3761 # items of this kind should normally not have sdate/edate.
3763 'description' => $desc,
3764 'amount' => sprintf('%.2f', $cust_bill_pkg->setup
3765 + $cust_bill_pkg->recur)
3768 } # if quotation / package line item / other line item
3770 # decide whether to show active discounts here
3772 # case 1: we are showing a single line for the package
3774 # case 2: we are showing a setup line for a package that has
3775 # no base recurring fee
3776 or ( $type eq 'S' and $cust_bill_pkg->unitrecur == 0 )
3777 # case 3: we are showing a recur line for a package that has
3778 # a base recurring fee
3779 or ( $type eq 'R' and $cust_bill_pkg->unitrecur > 0 )
3782 my $item_discount = $cust_bill_pkg->_item_discount;
3783 if ( $item_discount ) {
3784 # $item_discount->{amount} is negative
3786 if ( $d and $cust_bill_pkg->hidden ) {
3787 $d->{amount} += $item_discount->{amount};
3789 $d = $item_discount;
3790 $_ = &{$escape_function}($_) foreach @{ $d->{ext_description} };
3793 # update the active line (before the discount) to show the
3794 # original price (whether this is a hidden line or not)
3796 # quotation discounts keep track of setup and recur; invoice
3797 # discounts currently don't
3798 if ( exists $item_discount->{setup_amount} ) {
3800 $s->{amount} -= $item_discount->{setup_amount} if $s;
3801 $r->{amount} -= $item_discount->{recur_amount} if $r;
3805 # $active_line is the line item hashref for the line that will
3806 # show the original price
3807 # (use the recur or single line for the package, unless we're
3808 # showing a setup line for a package with no recurring fee)
3809 my $active_line = $r;
3810 if ( $type eq 'S' ) {
3813 $active_line->{amount} -= $item_discount->{amount};
3817 } # if there are any discounts
3818 } # if this is an appropriate place to show discounts
3820 } # foreach $display
3824 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3826 $_->{amount} = sprintf( "%.2f", $_->{amount} ),
3827 if exists($_->{amount});
3828 $_->{amount} =~ s/^\-0\.00$/0.00/;
3829 if (exists($_->{unit_amount})) {
3830 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3834 #if $_->{amount} != 0
3835 # || $discount_show_always
3836 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3837 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3841 warn "$me _items_cust_bill_pkg done considering cust_bill_pkgs\n"
3848 =item _items_discounts_avail
3850 Returns an array of line item hashrefs representing available term discounts
3851 for this invoice. This makes the same assumptions that apply to term
3852 discounts in general: that the package is billed monthly, at a flat rate,
3853 with no usage charges. A prorated first month will be handled, as will
3854 a setup fee if the discount is allowed to apply to setup fees.
3858 sub _items_discounts_avail {
3861 #maybe move this method from cust_bill when quotations support discount_plans
3862 return () unless $self->can('discount_plans');
3863 my %plans = $self->discount_plans;
3865 my $list_pkgnums = 0; # if any packages are not eligible for all discounts
3866 $list_pkgnums = grep { $_->list_pkgnums } values %plans;
3870 my $plan = $plans{$months};
3872 my $term_total = sprintf('%.2f', $plan->discounted_total);
3873 my $percent = sprintf('%.0f',
3874 100 * (1 - $term_total / $plan->base_total) );
3875 my $permonth = sprintf('%.2f', $term_total / $months);
3876 my $detail = $self->mt('discount on item'). ' '.
3877 join(', ', map { "#$_" } $plan->pkgnums)
3880 # discounts for non-integer months don't work anyway
3881 $months = sprintf("%d", $months);
3884 description => $self->mt('Save [_1]% by paying for [_2] months',
3886 amount => $self->mt('[_1] ([_2] per month)',
3887 $term_total, $money_char.$permonth),
3888 ext_description => ($detail || ''),
3891 sort { $b <=> $a } keys %plans;
3895 =item has_sections AGENTNUM
3897 Return true if invoice_sections should be enabled for this bill.
3898 (Inherited by both cust_bill and cust_bill_void)
3901 * False if not an invoice
3902 * True always if conf invoice_sections is enabled
3903 * True always if sections_by_location is enabled
3904 * True if conf invoice_sections_multilocation > 1,
3905 and location_count >= invoice_sections_multilocation
3911 my ($self, $agentnum) = @_;
3913 return 0 unless $self->invnum > 0;
3915 $agentnum ||= $self->agentnum;
3916 return 1 if $self->conf->config_bool('invoice_sections', $agentnum);
3917 return 1 if $self->conf->exists('sections_by_location', $agentnum);
3919 my $location_min = $self->conf->config(
3920 'invoice_sections_multilocation', $agentnum,
3925 && $self->location_count >= $location_min;
3931 =item location_count
3933 Return the number of locations billed on this invoice
3937 sub location_count {
3939 return 0 unless $self->invnum;
3941 # SELECT COUNT( DISTINCT cust_pkg.locationnum )
3942 # FROM cust_bill_pkg
3943 # LEFT JOIN cust_pkg USING (pkgnum)
3944 # WHERE invnum = 278
3945 # AND cust_bill_pkg.pkgnum > 0
3947 my $result = qsearchs({
3948 select => 'COUNT(DISTINCT cust_pkg.locationnum) as location_count',
3949 table => 'cust_bill_pkg',
3950 addl_from => 'LEFT JOIN cust_pkg USING (pkgnum)',
3951 extra_sql => 'WHERE invnum = '.dbh->quote( $self->invnum )
3952 . ' AND cust_bill_pkg.pkgnum > 0'
3954 ref $result ? $result->location_count : 0;