1 package FS::Template_Mixin;
4 use vars qw( $DEBUG $me
9 use vars qw( $invoice_lines @buf ); #yuck
10 use List::Util qw(sum); #can't import first, it conflicts with cust_main.first
13 use Text::Template 1.20;
19 use FS::Misc qw( send_email );
20 use FS::Record qw( qsearch qsearchs );
22 use FS::Misc qw( generate_ps generate_pdf );
29 $me = '[FS::Template_Mixin]';
30 FS::UID->install_callback( sub {
31 my $conf = new FS::Conf; #global
32 $money_char = $conf->config('money_char') || '$';
33 $date_format = $conf->config('date_format') || '%x'; #/YY
38 Returns a configuration handle (L<FS::Conf>) set to the customer's locale.
40 If the "mode" pseudo-field is set on the object, the configuration handle
41 will be an L<FS::invoice_conf> for that invoice mode (and the customer's
48 my $mode = $self->get('mode');
49 if ($self->{_conf} and !defined($mode)) {
50 return $self->{_conf};
53 my $cust_main = $self->cust_main;
54 my $locale = $cust_main ? $cust_main->locale : '';
57 if ( ref $mode and $mode->isa('FS::invoice_mode') ) {
58 $mode = $mode->modenum;
59 } elsif ( $mode =~ /\D/ ) {
60 die "invalid invoice mode $mode";
62 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => $locale });
64 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => '' });
65 # it doesn't have a locale, but system conf still might
66 $conf->set('locale' => $locale) if $conf;
69 # if $mode is unspecified, or if there is no invoice_conf matching this mode
70 # and locale, then use the system config only (but with the locale)
71 $conf ||= FS::Conf->new({ 'locale' => $locale });
73 return $self->{_conf} = $conf;
76 =item print_text OPTIONS
78 Returns an text invoice, as a list of lines.
80 Options can be passed as a hash.
82 I<time>, if specified, is used to control the printing of overdue messages. The
83 default is now. It isn't the date of the invoice; that's the `_date' field.
84 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
85 L<Time::Local> and L<Date::Parse> for conversion functions.
87 I<template>, if specified, is the name of a suffix for alternate invoices.
89 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
97 %params = %{ shift() };
102 $params{'format'} = 'template'; # for some reason
104 $self->print_generic( %params );
107 =item print_latex HASHREF
109 Internal method - returns a filename of a filled-in LaTeX template for this
110 invoice (Note: add ".tex" to get the actual filename), and a filename of
111 an associated logo (with the .eps extension included).
113 See print_ps and print_pdf for methods that return PostScript and PDF output.
115 Options can be passed as a hash.
117 I<time>, if specified, is used to control the printing of overdue messages. The
118 default is now. It isn't the date of the invoice; that's the `_date' field.
119 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
120 L<Time::Local> and L<Date::Parse> for conversion functions.
122 I<template>, if specified, is the name of a suffix for alternate invoices.
123 This is strongly deprecated; see L<FS::invoice_conf> for the right way to
124 customize invoice templates for different purposes.
126 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
135 %params = %{ shift() };
140 $params{'format'} = 'latex';
141 my $conf = $self->conf;
143 # this needs to go away
144 my $template = $params{'template'};
145 # and this especially
146 $template ||= $self->_agent_template
147 if $self->can('_agent_template');
149 my $pkey = $self->primary_key;
150 my $tmp_template = $self->table. '.'. $self->$pkey. '.XXXXXXXX';
152 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
153 my $lh = new File::Temp(
154 TEMPLATE => $tmp_template,
158 ) or die "can't open temp file: $!\n";
160 my $agentnum = $self->agentnum;
162 if ( $template && $conf->exists("logo_${template}.eps", $agentnum) ) {
163 print $lh $conf->config_binary("logo_${template}.eps", $agentnum)
164 or die "can't write temp file: $!\n";
166 print $lh $conf->config_binary('logo.eps', $agentnum)
167 or die "can't write temp file: $!\n";
170 $params{'logo_file'} = $lh->filename;
172 if( $conf->exists('invoice-barcode')
173 && $self->can('invoice_barcode')
174 && $self->invnum ) { # don't try to barcode statements
175 my $png_file = $self->invoice_barcode($dir);
176 my $eps_file = $png_file;
177 $eps_file =~ s/\.png$/.eps/g;
178 $png_file =~ /(barcode.*png)/;
180 $eps_file =~ /(barcode.*eps)/;
183 my $curr_dir = cwd();
185 # after painfuly long experimentation, it was determined that sam2p won't
186 # accept : and other chars in the path, no matter how hard I tried to
187 # escape them, hence the chdir (and chdir back, just to be safe)
188 system('sam2p', '-j:quiet', $png_file, 'EPS:', $eps_file ) == 0
189 or die "sam2p failed: $!\n";
193 $params{'barcode_file'} = $eps_file;
196 my @filled_in = $self->print_generic( %params );
198 my $fh = new File::Temp( TEMPLATE => $tmp_template,
202 ) or die "can't open temp file: $!\n";
203 binmode($fh, ':utf8'); # language support
204 print $fh join('', @filled_in );
207 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
208 return ($1, $params{'logo_file'}, $params{'barcode_file'});
214 my $cust_main = $self->cust_main;
215 $cust_main ? $cust_main->agentnum : $self->prospect_main->agentnum;
218 =item print_generic OPTION => VALUE ...
220 Internal method - returns a filled-in template for this invoice as a scalar.
222 See print_ps and print_pdf for methods that return PostScript and PDF output.
230 The B<format> option is required and should be set to html, latex (print and PDF) or template (plaintext).
240 Overrides "Invoice" as the name of the sent document.
244 Used to control the printing of overdue messages. The
245 default is now. It isn't the date of the invoice; that's the `_date' field.
246 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
247 L<Time::Local> and L<Date::Parse> for conversion functions.
251 Logo file (path to temporary EPS file on the local filesystem)
255 CID for inline (emailed) images (logo)
259 Override customer's locale
263 Overrides any per customer cdr squelching when true
267 Supress the (invoice, quotation, statement, etc.) number
275 Supress the payment coupon
279 Barcode file (path to temporary EPS file on the local filesystem)
283 Flag indicating the barcode image should be a link (normal HTML dipaly)
287 Barcode CID for inline (emailed) images
289 =item preref_callback
291 Coderef run for each line item, code should return HTML to be displayed
292 before that line item (quotations only)
296 Dprecated. Used as a suffix for a configuration template. Please
297 don't use this, it deprecated in favor of more flexible alternatives.
303 #what's with all the sprintf('%10.2f')'s in here? will it cause any
304 # (alignment in text invoice?) problems to change them all to '%.2f' ?
305 # yes: fixed width/plain text printing will be borked
307 my( $self, %params ) = @_;
308 my $conf = $self->conf;
310 my $today = $params{today} ? $params{today} : time;
311 warn "$me print_generic called on $self with suffix $params{template}\n"
314 my $format = $params{format};
315 die "Unknown format: $format"
316 unless $format =~ /^(latex|html|template)$/;
318 my $cust_main = $self->cust_main || $self->prospect_main;
320 my $locale = $params{'locale'} || $cust_main->locale;
322 my %delimiters = ( 'latex' => [ '[@--', '--@]' ],
323 'html' => [ '<%=', '%>' ],
324 'template' => [ '{', '}' ],
327 warn "$me print_generic creating template\n"
330 # set the notice name here, and nowhere else.
331 my $notice_name = $params{notice_name}
332 || $conf->config('notice_name')
333 || $self->notice_name;
336 my $template = $params{template} ? $params{template} : $self->_agent_template;
337 my $templatefile = $self->template_conf. $format;
338 $templatefile .= "_$template"
339 if length($template) && $conf->exists($templatefile."_$template");
342 my @invoice_template = map "$_\n", $conf->config($templatefile)
343 or die "cannot load config data $templatefile";
345 if ( $format eq 'latex' && grep { /^%%Detail/ } @invoice_template ) {
346 #change this to a die when the old code is removed
347 # it's been almost ten years, changing it to a die
348 die "old-style invoice template $templatefile; ".
349 "patch with conf/invoice_latex.diff or use new conf/invoice_latex*\n";
350 #$old_latex = 'true';
351 #@invoice_template = _translate_old_latex_format(@invoice_template);
354 warn "$me print_generic creating T:T object\n"
357 my $text_template = new Text::Template(
359 SOURCE => \@invoice_template,
360 DELIMITERS => $delimiters{$format},
363 warn "$me print_generic compiling T:T object\n"
366 $text_template->compile()
367 or die "Can't compile $templatefile: $Text::Template::ERROR\n";
370 # additional substitution could possibly cause breakage in existing templates
373 'notes' => sub { map "$_", @_ },
374 'footer' => sub { map "$_", @_ },
375 'smallfooter' => sub { map "$_", @_ },
376 'returnaddress' => sub { map "$_", @_ },
377 'coupon' => sub { map "$_", @_ },
378 'summary' => sub { map "$_", @_ },
384 s/%%(.*)$/<!-- $1 -->/g;
385 s/\\section\*\{\\textsc\{(.)(.*)\}\}/<p><b><font size="+1">$1<\/font>\U$2<\/b>/g;
386 s/\\begin\{enumerate\}/<ol>/g;
388 s/\\end\{enumerate\}/<\/ol>/g;
389 s/\\textbf\{(.*)\}/<b>$1<\/b>/g;
398 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
400 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
406 s/\\hyphenation\{[\w\s\-]+}//;
411 'coupon' => sub { "" },
412 'summary' => sub { "" },
419 s/\\section\*\{\\textsc\{(.*)\}\}/\U$1/g;
420 s/\\begin\{enumerate\}//g;
422 s/\\end\{enumerate\}//g;
423 s/\\textbf\{(.*)\}/$1/g;
430 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
432 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
437 s/\\\\\*?\s*$/\n/; # dubious
438 s/\\hyphenation\{[\w\s\-]+}//;
442 'coupon' => sub { "" },
443 'summary' => sub { "" },
448 # hashes for differing output formats
449 my %nbsps = ( 'latex' => '~',
450 'html' => '', # '&nbps;' would be nice
451 'template' => '', # not used
453 my $nbsp = $nbsps{$format};
455 my %escape_functions = ( 'latex' => \&_latex_escape,
456 'html' => \&_html_escape_nbsp,#\&encode_entities,
457 'template' => sub { shift },
459 my $escape_function = $escape_functions{$format};
460 my $escape_function_nonbsp = ($format eq 'html')
461 ? \&_html_escape : $escape_function;
463 my %newline_tokens = ( 'latex' => '\\\\',
467 my $newline_token = $newline_tokens{$format};
469 warn "$me generating template variables\n"
472 # generate template variables
476 defined( $conf->config_orbase( "invoice_${format}returnaddress",
480 && length( $conf->config_orbase( "invoice_${format}returnaddress",
486 $returnaddress = join("\n",
487 $conf->config_orbase("invoice_${format}returnaddress", $template)
491 $conf->config_orbase('invoice_latexreturnaddress', $template) ) {
493 my $convert_map = $convert_maps{$format}{'returnaddress'};
496 &$convert_map( $conf->config_orbase( "invoice_latexreturnaddress",
501 } elsif ( grep /\S/, $conf->config('company_address', $cust_main->agentnum) ) {
503 my $convert_map = $convert_maps{$format}{'returnaddress'};
504 $returnaddress = join( "\n", &$convert_map(
505 map { s/( {2,})/'~' x length($1)/eg;
509 ( $conf->config('company_name', $cust_main->agentnum),
510 $conf->config('company_address', $cust_main->agentnum),
517 my $warning = "Couldn't find a return address; ".
518 "do you need to set the company_address configuration value?";
520 $returnaddress = $nbsp;
521 #$returnaddress = $warning;
525 warn "$me generating invoice data\n"
528 my $agentnum = $cust_main->agentnum;
533 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
534 'company_address' => join("\n", $conf->config('company_address', $agentnum) ). "\n",
535 'company_phonenum'=> scalar( $conf->config('company_phonenum', $agentnum) ),
536 'returnaddress' => $returnaddress,
537 'agent' => &$escape_function($cust_main->agent->agent),
539 #invoice/quotation info
540 'no_number' => $params{'no_number'},
541 'invnum' => ( $params{'no_number'} ? '' : $self->invnum ),
542 'quotationnum' => $self->quotationnum,
543 'no_date' => $params{'no_date'},
544 '_date' => ( $params{'no_date'} ? '' : $self->_date ),
545 # workaround for inconsistent behavior in the early plain text
546 # templates; see RT#28271
547 'date' => ( $params{'no_date'}
549 : ($format eq 'template'
551 : $self->time2str_local('long', $self->_date, $format)
554 'today' => $self->time2str_local('long', $today, $format),
555 'terms' => $self->terms,
556 'template' => $template, #params{'template'},
557 'notice_name' => $notice_name, # escape?
558 'current_charges' => sprintf("%.2f", $self->charged),
559 'duedate' => $self->due_date2str('rdate'), #date_format?
562 'custnum' => $cust_main->display_custnum,
563 'prospectnum' => $cust_main->prospectnum,
564 'agent_custid' => &$escape_function($cust_main->agent_custid),
565 ( map { $_ => &$escape_function($cust_main->$_()) }
566 qw( company address1 address2 city state zip fax )
568 'payname' => &$escape_function( $cust_main->invoice_attn
569 || $cust_main->contact_firstlast ),
572 'ship_enable' => $cust_main->invoice_ship_address || $conf->exists('invoice-ship_address'),
573 'unitprices' => $conf->exists('invoice-unitprice'),
574 'smallernotes' => $conf->exists('invoice-smallernotes'),
575 'smallerfooter' => $conf->exists('invoice-smallerfooter'),
576 'balance_due_below_line' => $conf->exists('balance_due_below_line'),
578 #layout info -- would be fancy to calc some of this and bury the template
580 'topmargin' => scalar($conf->config('invoice_latextopmargin', $agentnum)),
581 'headsep' => scalar($conf->config('invoice_latexheadsep', $agentnum)),
582 'textheight' => scalar($conf->config('invoice_latextextheight', $agentnum)),
583 'extracouponspace' => scalar($conf->config('invoice_latexextracouponspace', $agentnum)),
584 'couponfootsep' => scalar($conf->config('invoice_latexcouponfootsep', $agentnum)),
585 'verticalreturnaddress' => $conf->exists('invoice_latexverticalreturnaddress', $agentnum),
586 'addresssep' => scalar($conf->config('invoice_latexaddresssep', $agentnum)),
587 'amountenclosedsep' => scalar($conf->config('invoice_latexcouponamountenclosedsep', $agentnum)),
588 'coupontoaddresssep' => scalar($conf->config('invoice_latexcoupontoaddresssep', $agentnum)),
589 'addcompanytoaddress' => $conf->exists('invoice_latexcouponaddcompanytoaddress', $agentnum),
591 # better hang on to conf_dir for a while (for old templates)
592 'conf_dir' => "$FS::UID::conf_dir/conf.$FS::UID::datasrc",
594 #these are only used when doing paged plaintext
601 $invoice_data{'emt'} = sub { &$escape_function($self->mt(@_)) };
602 # prototype here to silence warnings
603 $invoice_data{'time2str'} = sub ($;$$) { $self->time2str_local(@_, $format) };
605 my $min_sdate = 999999999999;
607 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
608 next unless $cust_bill_pkg->pkgnum > 0;
609 $min_sdate = $cust_bill_pkg->sdate
610 if length($cust_bill_pkg->sdate) && $cust_bill_pkg->sdate < $min_sdate;
611 $max_edate = $cust_bill_pkg->edate
612 if length($cust_bill_pkg->edate) && $cust_bill_pkg->edate > $max_edate;
615 $invoice_data{'bill_period'} = '';
616 $invoice_data{'bill_period'} =
617 $self->time2str_local('%e %h', $min_sdate, $format)
619 $self->time2str_local('%e %h', $max_edate, $format)
620 if ($max_edate != 0 && $min_sdate != 999999999999);
622 $invoice_data{finance_section} = '';
623 if ( $conf->config('finance_pkgclass') ) {
625 qsearchs('pkg_class', { classnum => $conf->config('finance_pkgclass') });
626 $invoice_data{finance_section} = $pkg_class->categoryname;
628 $invoice_data{finance_amount} = '0.00';
629 $invoice_data{finance_section} ||= 'Finance Charges'; #avoid config confusion
631 my $countrydefault = $conf->config('countrydefault') || 'US';
632 foreach ( qw( address1 address2 city state zip country fax) ){
633 my $method = 'ship_'.$_;
634 $invoice_data{"ship_$_"} = $escape_function->($cust_main->$method);
636 if ( length($cust_main->ship_company) ) {
637 $invoice_data{'ship_company'} = $escape_function->($cust_main->ship_company);
639 $invoice_data{'ship_company'} = $escape_function->($cust_main->company);
641 $invoice_data{'ship_contact'} = $escape_function->($cust_main->contact);
642 $invoice_data{'ship_country'} = ''
643 if ( $invoice_data{'ship_country'} eq $countrydefault );
645 $invoice_data{'cid'} = $params{'cid'}
648 if ( $cust_main->country eq $countrydefault ) {
649 $invoice_data{'country'} = '';
651 $invoice_data{'country'} = &$escape_function(code2country($cust_main->country));
655 $invoice_data{'address'} = \@address;
657 $invoice_data{'payname'}.
658 ( $cust_main->po_number
659 ? " (P.O. #". $cust_main->po_number. ")"
663 push @address, $cust_main->company
664 if $cust_main->company;
665 push @address, $cust_main->address1;
666 push @address, $cust_main->address2
667 if $cust_main->address2;
669 $cust_main->city. ", ". $cust_main->state. " ". $cust_main->zip;
670 push @address, $invoice_data{'country'}
671 if $invoice_data{'country'};
673 while (scalar(@address) < 5);
675 $invoice_data{'logo_file'} = $params{'logo_file'}
676 if $params{'logo_file'};
677 $invoice_data{'barcode_file'} = $params{'barcode_file'}
678 if $params{'barcode_file'};
679 $invoice_data{'barcode_img'} = $params{'barcode_img'}
680 if $params{'barcode_img'};
681 $invoice_data{'barcode_cid'} = $params{'barcode_cid'}
682 if $params{'barcode_cid'};
684 my( $pr_total, @pr_cust_bill ) = $self->previous; #previous balance
685 # my( $cr_total, @cr_cust_credit ) = $self->cust_credit; #credits
686 #my $balance_due = $self->owed + $pr_total - $cr_total;
687 my $balance_due = $self->owed + $pr_total;
689 # the sum of amount owed on all invoices
690 # (this is used in the summary & on the payment coupon)
691 $invoice_data{'balance'} = sprintf("%.2f", $balance_due);
693 # flag telling this invoice to have a first-page summary
694 my $summarypage = '';
696 if ( $self->custnum && $self->invnum ) {
697 # XXX should be an FS::cust_bill method to set the defaults, instead
698 # of checking the type here
700 # info from customer's last invoice before this one, for some
702 $invoice_data{'last_bill'} = {};
704 my $last_bill = $self->previous_bill;
707 # "balance_date_range" unfortunately is unsuitable for this, since it
708 # cares about application dates. We want to know the sum of all
709 # _top-level transactions_ dated before the last invoice.
711 map "$_ WHERE _date <= ? AND custnum = ?", (
712 "SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill",
713 "SELECT -1 * COALESCE( SUM(amount), 0 ) FROM cust_credit",
714 "SELECT -1 * COALESCE( SUM(paid), 0 ) FROM cust_pay",
715 "SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund",
718 # the customer's current balance immediately after generating the last
721 my $last_bill_balance = $last_bill->charged;
723 my $delta = FS::Record->scalar_sql(
725 $last_bill->_date - 1,
728 $last_bill_balance += $delta;
731 $last_bill_balance = sprintf("%.2f", $last_bill_balance);
733 warn sprintf("LAST BILL: INVNUM %d, DATE %s, BALANCE %.2f\n\n",
735 $self->time2str_local('%D', $last_bill->_date),
738 # ("true_previous_balance" is a terrible name, but at least it's no
739 # longer stored in the database)
740 $invoice_data{'true_previous_balance'} = $last_bill_balance;
742 # the change in balance from immediately after that invoice
743 # to immediately before this one
744 my $before_this_bill_balance = 0;
746 my $delta = FS::Record->scalar_sql(
751 $before_this_bill_balance += $delta;
753 $invoice_data{'balance_adjustments'} =
754 sprintf("%.2f", $last_bill_balance - $before_this_bill_balance);
756 warn sprintf("BALANCE ADJUSTMENTS: %.2f\n\n",
757 $invoice_data{'balance_adjustments'}
760 # the sum of amount owed on all previous invoices
761 # ($pr_total is used elsewhere but not as $previous_balance)
762 $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
764 $invoice_data{'last_bill'}{'_date'} = $last_bill->_date; #unformatted
765 my (@payments, @credits);
766 # for formats that itemize previous payments
767 foreach my $cust_pay ( qsearch('cust_pay', {
768 'custnum' => $self->custnum,
769 '_date' => { op => '>=',
770 value => $last_bill->_date }
773 next if $cust_pay->_date > $self->_date;
775 '_date' => $cust_pay->_date,
776 'date' => $self->time2str_local('long', $cust_pay->_date, $format),
777 'payinfo' => $cust_pay->payby_payinfo_pretty,
778 'amount' => sprintf('%.2f', $cust_pay->paid),
780 # not concerned about applications
782 foreach my $cust_credit ( qsearch('cust_credit', {
783 'custnum' => $self->custnum,
784 '_date' => { op => '>=',
785 value => $last_bill->_date }
788 next if $cust_credit->_date > $self->_date;
790 '_date' => $cust_credit->_date,
791 'date' => $self->time2str_local('long', $cust_credit->_date, $format),
792 'creditreason'=> $cust_credit->reason,
793 'amount' => sprintf('%.2f', $cust_credit->amount),
796 $invoice_data{'previous_payments'} = \@payments;
797 $invoice_data{'previous_credits'} = \@credits;
799 # there is no $last_bill
800 $invoice_data{'true_previous_balance'} =
801 $invoice_data{'balance_adjustments'} =
802 $invoice_data{'previous_balance'} = '0.00';
803 $invoice_data{'previous_payments'} = [];
804 $invoice_data{'previous_credits'} = [];
807 if ( $conf->exists('invoice_usesummary', $agentnum) ) {
808 $invoice_data{'summarypage'} = $summarypage = 1;
811 } # if this is an invoice
813 warn "$me substituting variables in notes, footer, smallfooter\n"
816 my $tc = $self->template_conf;
817 my @include = ( [ $tc, 'notes' ],
818 [ 'invoice_', 'footer' ],
819 [ 'invoice_', 'smallfooter', ],
821 push @include, [ $tc, 'coupon', ]
822 unless $params{'no_coupon'};
824 foreach my $i (@include) {
826 my($base, $include) = @$i;
828 my $inc_file = $conf->key_orbase("$base$format$include", $template);
831 if ( $conf->exists($inc_file, $agentnum)
832 && length( $conf->config($inc_file, $agentnum) ) ) {
834 @inc_src = $conf->config($inc_file, $agentnum);
838 $inc_file = $conf->key_orbase("${base}latex$include", $template);
840 my $convert_map = $convert_maps{$format}{$include};
842 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
843 s/--\@\]/$delimiters{$format}[1]/g;
846 &$convert_map( $conf->config($inc_file, $agentnum) );
850 my $inc_tt = new Text::Template (
852 SOURCE => [ map "$_\n", @inc_src ],
853 DELIMITERS => $delimiters{$format},
854 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
856 unless ( $inc_tt->compile() ) {
857 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
858 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
862 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
864 $invoice_data{$include} =~ s/\n+$//
865 if ($format eq 'latex');
868 # let invoices use either of these as needed
869 $invoice_data{'po_num'} = ($cust_main->payby eq 'BILL')
870 ? $cust_main->payinfo : '';
871 $invoice_data{'po_line'} =
872 ( $cust_main->payby eq 'BILL' && $cust_main->payinfo )
873 ? &$escape_function($self->mt("Purchase Order #").$cust_main->payinfo)
876 my %money_chars = ( 'latex' => '',
877 'html' => $conf->config('money_char') || '$',
880 my $money_char = $money_chars{$format};
883 my %other_money_chars = ( 'latex' => '\dollar ',#XXX should be a config too
884 'html' => $conf->config('money_char') || '$',
887 my $other_money_char = $other_money_chars{$format};
888 $invoice_data{'dollar'} = $other_money_char;
890 my %minus_signs = ( 'latex' => '$-$',
892 'template' => '- ' );
893 my $minus = $minus_signs{$format};
895 my @detail_items = ();
896 my @total_items = ();
900 $invoice_data{'detail_items'} = \@detail_items;
901 $invoice_data{'total_items'} = \@total_items;
902 $invoice_data{'buf'} = \@buf;
903 $invoice_data{'sections'} = \@sections;
905 warn "$me generating sections\n"
908 my $unsquelched = $params{unsquelch_cdr} || $cust_main->squelch_cdr ne 'Y';
909 my $multisection = $conf->exists($tc.'sections', $cust_main->agentnum) ||
910 $conf->exists($tc.'sections_by_location', $cust_main->agentnum);
911 $invoice_data{'multisection'} = $multisection;
913 my $extra_sections = [];
914 my $extra_lines = ();
916 # default section ('Charges')
917 my $default_section = { 'description' => '',
922 # Previous Charges section
923 # subtotal is the first return value from $self->previous
924 my $previous_section;
925 # if the invoice has major sections, or if we're summarizing previous
926 # charges with a single line, or if we've been specifically told to put them
927 # in a section, create a section for previous charges:
928 if ( $multisection or
929 $conf->exists('previous_balance-summary_only') or
930 $conf->exists('previous_balance-section') ) {
932 $previous_section = { 'description' => $self->mt('Previous Charges'),
933 'subtotal' => $other_money_char.
934 sprintf('%.2f', $pr_total),
935 'summarized' => '', #why? $summarypage ? 'Y' : '',
937 $previous_section->{posttotal} = '0 / 30 / 60 / 90 days overdue '.
938 join(' / ', map { $cust_main->balance_date_range(@$_) }
939 $self->_prior_month30s
941 if $conf->exists('invoice_include_aging');
944 # otherwise put them in the main section
945 $previous_section = $default_section;
948 my $adjust_section = {
949 'description' => $self->mt('Credits, Payments, and Adjustments'),
950 'adjust_section' => 1,
951 'subtotal' => 0, # adjusted below
953 my $adjust_weight = _pkg_category($adjust_section->{description})
954 ? _pkg_category($adjust_section->{description})->weight
956 $adjust_section->{'summarized'} = ''; #why? $summarypage && !$adjust_weight ? 'Y' : '';
957 # Note: 'sort_weight' here is actually a flag telling whether there is an
958 # explicit package category for the adjust section. If so, certain behavior
960 $adjust_section->{'sort_weight'} = $adjust_weight;
963 if ( $multisection ) {
964 ($extra_sections, $extra_lines) =
965 $self->_items_extra_usage_sections($escape_function_nonbsp, $format)
966 if $conf->exists('usage_class_as_a_section', $cust_main->agentnum)
967 && $self->can('_items_extra_usage_sections');
969 push @$extra_sections, $adjust_section if $adjust_section->{sort_weight};
971 push @detail_items, @$extra_lines if $extra_lines;
973 # the code is written so that both methods can be used together, but
974 # we haven't yet changed the template to take advantage of that, so for
975 # now, treat them as mutually exclusive.
976 my %section_method = ( by_category => 1 );
977 if ( $conf->config($tc.'sections_method') eq 'location' ) {
978 %section_method = ( by_location => 1 );
981 $self->_items_sections( 'summary' => $summarypage,
982 'escape' => $escape_function_nonbsp,
983 'extra_sections' => $extra_sections,
987 push @sections, @$early;
988 $late_sections = $late;
990 if ( $conf->exists('svc_phone_sections')
991 && $self->can('_items_svc_phone_sections')
994 my ($phone_sections, $phone_lines) =
995 $self->_items_svc_phone_sections($escape_function_nonbsp, $format);
996 push @{$late_sections}, @$phone_sections;
997 push @detail_items, @$phone_lines;
999 if ( $conf->exists('voip-cust_accountcode_cdr')
1000 && $cust_main->accountcode_cdr
1001 && $self->can('_items_accountcode_cdr')
1004 my ($accountcode_section, $accountcode_lines) =
1005 $self->_items_accountcode_cdr($escape_function_nonbsp,$format);
1006 if ( scalar(@$accountcode_lines) ) {
1007 push @{$late_sections}, $accountcode_section;
1008 push @detail_items, @$accountcode_lines;
1011 } else {# not multisection
1012 # make a default section
1013 push @sections, $default_section;
1014 # and calculate the finance charge total, since it won't get done otherwise.
1015 # and the default section total
1016 # XXX possibly finance_pkgclass should not be used in this manner?
1017 my @finance_charges;
1019 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
1020 if ( $invoice_data{finance_section} and
1021 grep { $_->section eq $invoice_data{finance_section} }
1022 $cust_bill_pkg->cust_bill_pkg_display ) {
1023 # I think these are always setup fees, but just to be sure...
1024 push @finance_charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1026 push @charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1029 $invoice_data{finance_amount} =
1030 sprintf('%.2f', sum( @finance_charges ) || 0);
1031 $default_section->{subtotal} = $other_money_char.
1032 sprintf('%.2f', sum( @charges ) || 0);
1035 # start setting up summary subtotals
1036 my @summary_subtotals;
1037 my $method = $conf->config('summary_subtotals_method');
1038 if ( $method and $method ne $conf->config($tc.'sections_method') ) {
1039 # then re-section them by the correct method
1040 my %section_method = ( by_category => 1 );
1041 if ( $conf->config('summary_subtotals_method') eq 'location' ) {
1042 %section_method = ( by_location => 1 );
1044 my ($early, $late) =
1045 $self->_items_sections( 'summary' => $summarypage,
1046 'escape' => $escape_function_nonbsp,
1047 'extra_sections' => $extra_sections,
1048 'format' => $format,
1051 foreach ( @$early ) {
1052 next if $_->{subtotal} == 0;
1053 $_->{subtotal} = $other_money_char.sprintf('%.2f', $_->{subtotal});
1054 push @summary_subtotals, $_;
1057 # subtotal sectioning is the same as for the actual invoice sections
1058 @summary_subtotals = @sections;
1061 # Hereafter, push sections to both @sections and @summary_subtotals
1062 # if they belong in both places (e.g. tax section). Late sections are
1063 # never in @summary_subtotals.
1065 # previous invoice balances in the Previous Charges section if there
1066 # is one, otherwise in the main detail section
1067 # (except if summary_only is enabled, don't show them at all)
1068 if ( $self->can('_items_previous') &&
1069 $self->enable_previous &&
1070 ! $conf->exists('previous_balance-summary_only') ) {
1072 warn "$me adding previous balances\n"
1075 foreach my $line_item ( $self->_items_previous ) {
1078 ref => $line_item->{'pkgnum'},
1079 pkgpart => $line_item->{'pkgpart'},
1080 #quantity => 1, # not really correct
1081 section => $previous_section, # which might be $default_section
1082 description => &$escape_function($line_item->{'description'}),
1083 ext_description => [ map { &$escape_function($_) }
1084 @{ $line_item->{'ext_description'} || [] }
1086 amount => $money_char . $line_item->{'amount'},
1087 product_code => $line_item->{'pkgpart'} || 'N/A',
1090 push @detail_items, $detail;
1091 push @buf, [ $detail->{'description'},
1092 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1098 if ( @pr_cust_bill && $self->enable_previous ) {
1099 push @buf, ['','-----------'];
1100 push @buf, [ $self->mt('Total Previous Balance'),
1101 $money_char. sprintf("%10.2f", $pr_total) ];
1105 if ( $conf->exists('svc_phone-did-summary') && $self->can('_did_summary') ) {
1106 warn "$me adding DID summary\n"
1109 my ($didsummary,$minutes) = $self->_did_summary;
1110 my $didsummary_desc = 'DID Activity Summary (since last invoice)';
1112 { 'description' => $didsummary_desc,
1113 'ext_description' => [ $didsummary, $minutes ],
1117 foreach my $section (@sections, @$late_sections) {
1119 # begin some normalization
1120 $section->{'subtotal'} = $section->{'amount'}
1122 && !exists($section->{subtotal})
1123 && exists($section->{amount});
1125 $invoice_data{finance_amount} = sprintf('%.2f', $section->{'subtotal'} )
1126 if ( $invoice_data{finance_section} &&
1127 $section->{'description'} eq $invoice_data{finance_section} );
1129 $section->{'subtotal'} = $other_money_char.
1130 sprintf('%.2f', $section->{'subtotal'})
1133 # continue some normalization
1134 $section->{'amount'} = $section->{'subtotal'}
1138 if ( $section->{'description'} ) {
1139 push @buf, ( [ &$escape_function($section->{'description'}), '' ],
1144 warn "$me setting options\n"
1148 $options{'section'} = $section if $multisection;
1149 $options{'format'} = $format;
1150 $options{'escape_function'} = $escape_function;
1151 $options{'no_usage'} = 1 unless $unsquelched;
1152 $options{'unsquelched'} = $unsquelched;
1153 $options{'summary_page'} = $summarypage;
1154 $options{'skip_usage'} =
1155 scalar(@$extra_sections) && !grep{$section == $_} @$extra_sections;
1156 $options{'preref_callback'} = $params{'preref_callback'};
1158 warn "$me searching for line items\n"
1161 foreach my $line_item ( $self->_items_pkg(%options),
1162 $self->_items_fee(%options) ) {
1164 warn "$me adding line item ".
1165 join(', ', map "$_=>".$line_item->{$_}, keys %$line_item). "\n"
1168 push @buf, ( [ $line_item->{'description'},
1169 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1171 map { [ " ". $_, '' ] } @{$line_item->{'ext_description'}},
1174 $line_item->{'ref'} = $line_item->{'pkgnum'};
1175 $line_item->{'product_code'} = $line_item->{'pkgpart'} || 'N/A'; # mt()?
1176 $line_item->{'section'} = $section;
1177 $line_item->{'description'} = &$escape_function($line_item->{'description'});
1178 $line_item->{'amount'} = $money_char.$line_item->{'amount'};
1180 if ( length($line_item->{'unit_amount'}) ) {
1181 $line_item->{'unit_amount'} = $money_char.$line_item->{'unit_amount'};
1183 $line_item->{'ext_description'} ||= [];
1185 push @detail_items, $line_item;
1188 if ( $section->{'description'} ) {
1189 push @buf, ( ['','-----------'],
1190 [ $section->{'description'}. ' sub-total',
1191 $section->{'subtotal'} # already formatted this
1200 $invoice_data{current_less_finance} =
1201 sprintf('%.2f', $self->charged - $invoice_data{finance_amount} );
1203 # if there's anything in the Previous Charges section, prepend it to the list
1204 if ( $pr_total and $previous_section ne $default_section ) {
1205 unshift @sections, $previous_section;
1206 # but not @summary_subtotals
1209 warn "$me adding taxes\n"
1212 # create a tax section if we don't yet have one
1213 my $tax_description = 'Taxes, Surcharges, and Fees';
1215 List::Util::first { $_->{description} eq $tax_description } @sections;
1216 if (!$tax_section) {
1217 $tax_section = { 'description' => $tax_description };
1218 push @sections, $tax_section if $multisection;
1220 $tax_section->{tax_section} = 1; # mark this section as containing taxes
1221 # if this is an existing tax section, we're merging the tax items into it.
1222 # grab the taxtotal that's already there, strip the money symbol if any
1223 my $taxtotal = $tax_section->{'subtotal'} || 0;
1224 $taxtotal =~ s/^\Q$other_money_char\E//;
1227 #my $tax_weight = _pkg_category($tax_section->{description})
1228 # ? _pkg_category($tax_section->{description})->weight
1230 #$tax_section->{'summarized'} = ''; #why? $summarypage && !$tax_weight ? 'Y' : '';
1231 #$tax_section->{'sort_weight'} = $tax_weight;
1233 my @items_tax = $self->_items_tax;
1234 foreach my $tax ( @items_tax ) {
1236 $taxtotal += $tax->{'amount'};
1238 my $description = &$escape_function( $tax->{'description'} );
1239 my $amount = sprintf( '%.2f', $tax->{'amount'} );
1241 if ( $multisection ) {
1243 push @detail_items, {
1244 ext_description => [],
1247 description => $description,
1248 amount => $money_char. $amount,
1250 section => $tax_section,
1255 push @total_items, {
1256 'total_item' => $description,
1257 'total_amount' => $other_money_char. $amount,
1262 push @buf,[ $description,
1263 $money_char. $amount,
1270 $total->{'total_item'} = $self->mt('Sub-total');
1271 $total->{'total_amount'} =
1272 $other_money_char. sprintf('%.2f', $self->charged - $taxtotal );
1274 if ( $multisection ) {
1275 if ( $taxtotal > 0 ) {
1276 $tax_section->{'subtotal'} = $other_money_char.
1277 sprintf('%.2f', $taxtotal);
1278 $tax_section->{'pretotal'} = 'New charges sub-total '.
1279 $total->{'total_amount'};
1280 $tax_section->{'description'} = $self->mt($tax_description);
1282 # append it if it's not already there
1283 if ( !grep $tax_section, @sections ) {
1284 push @sections, $tax_section;
1285 push @summary_subtotals, $tax_section;
1290 unshift @total_items, $total;
1293 $invoice_data{'taxtotal'} = sprintf('%.2f', $taxtotal);
1299 my %embolden_functions = (
1300 'latex' => sub { return '\textbf{'. shift(). '}' },
1301 'html' => sub { return '<b>'. shift(). '</b>' },
1302 'template' => sub { shift },
1304 my $embolden_function = $embolden_functions{$format};
1306 if ( $multisection ) {
1308 if ( $adjust_section->{'sort_weight'} ) {
1309 $adjust_section->{'posttotal'} = $self->mt('Balance Forward').' '.
1310 $other_money_char. sprintf("%.2f", ($self->billing_balance || 0) );
1312 $adjust_section->{'pretotal'} = $self->mt('New charges total').' '.
1313 $other_money_char. sprintf('%.2f', $self->charged );
1318 if ( $self->can('_items_total') ) { # should always be true now
1320 # even for multisection, need plain text version
1322 my @new_total_items = $self->_items_total;
1324 push @buf,['','-----------'];
1326 foreach ( @new_total_items ) {
1327 my ($item, $amount) = ($_->{'total_item'}, $_->{'total_amount'});
1328 $_->{'total_item'} = &$embolden_function( $item );
1329 $_->{'total_amount'} = &$embolden_function( $other_money_char.$amount );
1330 # but if it's multisection, don't append to @total_items. the adjust
1331 # section has all this stuff
1332 push @total_items, $_ if !$multisection;
1333 push @buf, [ $item, $money_char.sprintf('%10.2f',$amount) ];
1336 push @buf, [ '', '' ];
1338 # if we're showing previous invoices, also show previous
1339 # credits and payments
1340 if ( $self->enable_previous
1341 and $self->can('_items_credits')
1342 and $self->can('_items_payments') )
1346 my $credittotal = 0;
1347 foreach my $credit (
1348 $self->_items_credits( 'template' => $template, 'trim_len' => 40 )
1352 $total->{'total_item'} = &$escape_function($credit->{'description'});
1353 $credittotal += $credit->{'amount'};
1354 $total->{'total_amount'} = $minus.$other_money_char.$credit->{'amount'};
1355 if ( $multisection ) {
1356 push @detail_items, {
1357 ext_description => [],
1360 description => &$escape_function($credit->{'description'}),
1361 amount => $money_char . $credit->{'amount'},
1363 section => $adjust_section,
1366 push @total_items, $total;
1370 $invoice_data{'credittotal'} = sprintf('%.2f', $credittotal);
1373 foreach my $credit (
1374 $self->_items_credits( 'template' => $template, 'trim_len'=>32 )
1376 push @buf, [ $credit->{'description'}, $money_char.$credit->{'amount'} ];
1380 my $paymenttotal = 0;
1381 foreach my $payment (
1382 $self->_items_payments( 'template' => $template )
1385 $total->{'total_item'} = &$escape_function($payment->{'description'});
1386 $paymenttotal += $payment->{'amount'};
1387 $total->{'total_amount'} = $minus.$other_money_char.$payment->{'amount'};
1388 if ( $multisection ) {
1389 push @detail_items, {
1390 ext_description => [],
1393 description => &$escape_function($payment->{'description'}),
1394 amount => $money_char . $payment->{'amount'},
1396 section => $adjust_section,
1399 push @total_items, $total;
1401 push @buf, [ $payment->{'description'},
1402 $money_char. sprintf("%10.2f", $payment->{'amount'}),
1405 $invoice_data{'paymenttotal'} = sprintf('%.2f', $paymenttotal);
1407 if ( $multisection ) {
1408 $adjust_section->{'subtotal'} = $other_money_char.
1409 sprintf('%.2f', $credittotal + $paymenttotal);
1411 #why this? because {sort_weight} forces the adjust_section to appear
1412 #in @extra_sections instead of @sections. obviously.
1413 push @sections, $adjust_section
1414 unless $adjust_section->{sort_weight};
1415 # do not summarize; adjustments there are shown according to
1419 # create Balance Due message
1422 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1423 $total->{'total_amount'} =
1424 &$embolden_function(
1425 $other_money_char. sprintf('%.2f', #why? $summarypage
1426 # ? $self->charged +
1427 # $self->billing_balance
1429 $self->owed + $pr_total
1432 if ( $multisection && !$adjust_section->{sort_weight} ) {
1433 $adjust_section->{'posttotal'} = $total->{'total_item'}. ' '.
1434 $total->{'total_amount'};
1436 push @total_items, $total;
1438 push @buf,['','-----------'];
1439 push @buf,[$self->balance_due_msg, $money_char.
1440 sprintf("%10.2f", $balance_due ) ];
1443 if ( $conf->exists('previous_balance-show_credit')
1444 and $cust_main->balance < 0 ) {
1445 my $credit_total = {
1446 'total_item' => &$embolden_function($self->credit_balance_msg),
1447 'total_amount' => &$embolden_function(
1448 $other_money_char. sprintf('%.2f', -$cust_main->balance)
1451 if ( $multisection ) {
1452 $adjust_section->{'posttotal'} .= $newline_token .
1453 $credit_total->{'total_item'} . ' ' . $credit_total->{'total_amount'};
1456 push @total_items, $credit_total;
1458 push @buf,['','-----------'];
1459 push @buf,[$self->credit_balance_msg, $money_char.
1460 sprintf("%10.2f", -$cust_main->balance ) ];
1464 } #end of default total adding ! can('_items_total')
1466 if ( $multisection ) {
1467 if ( $conf->exists('svc_phone_sections')
1468 && $self->can('_items_svc_phone_sections')
1472 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1473 $total->{'total_amount'} =
1474 &$embolden_function(
1475 $other_money_char. sprintf('%.2f', $self->owed + $pr_total)
1477 my $last_section = pop @sections;
1478 $last_section->{'posttotal'} = $total->{'total_item'}. ' '.
1479 $total->{'total_amount'};
1480 push @sections, $last_section;
1482 push @sections, @$late_sections
1486 # make a discounts-available section, even without multisection
1487 if ( $conf->exists('discount-show_available')
1488 and my @discounts_avail = $self->_items_discounts_avail ) {
1489 my $discount_section = {
1490 'description' => $self->mt('Discounts Available'),
1495 push @sections, $discount_section; # do not summarize
1496 push @detail_items, map { +{
1497 'ref' => '', #should this be something else?
1498 'section' => $discount_section,
1499 'description' => &$escape_function( $_->{description} ),
1500 'amount' => $money_char . &$escape_function( $_->{amount} ),
1501 'ext_description' => [ &$escape_function($_->{ext_description}) || () ],
1502 } } @discounts_avail;
1505 # not adding any more sections after this
1506 $invoice_data{summary_subtotals} = \@summary_subtotals;
1509 if ( $conf->exists('usage_class_summary')
1510 and $self->can('_items_usage_class_summary') ) {
1511 my @usage_subtotals = $self->_items_usage_class_summary(escape => $escape_function);
1512 if ( @usage_subtotals ) {
1513 unshift @sections, $usage_subtotals[0]->{section}; # do not summarize
1514 unshift @detail_items, @usage_subtotals;
1518 # invoice history "section" (not really a section)
1519 # not to be included in any subtotals, completely independent of
1521 if ( $conf->exists('previous_invoice_history') and $cust_main->isa('FS::cust_main') ) {
1524 foreach my $cust_bill ( $cust_main->cust_bill ) {
1525 # XXX hardcoded format, and currently only 'charged'; add other fields
1526 # if they become necessary
1527 my $date = $self->time2str_local('%b %Y', $cust_bill->_date);
1528 $history{$date} ||= 0;
1529 $history{$date} += $cust_bill->charged;
1530 # just so we have a numeric sort key
1531 $monthorder{$date} ||= $cust_bill->_date;
1533 my @sorted_months = sort { $monthorder{$a} <=> $monthorder{$b} }
1535 my @sorted_amounts = map { sprintf('%.2f', $history{$_}) } @sorted_months;
1536 $invoice_data{monthly_history} = [ \@sorted_months, \@sorted_amounts ];
1539 # service locations: another option for template customization
1541 foreach my $item (@detail_items) {
1542 if ( $item->{locationnum} ) {
1543 $location_info{ $item->{locationnum} } ||= {
1544 FS::cust_location->by_key( $item->{locationnum} )->location_hash
1548 $invoice_data{location_info} = \%location_info;
1550 # debugging hook: call this with 'diag' => 1 to just get a hash of
1551 # the invoice variables
1552 return \%invoice_data if ( $params{'diag'} );
1554 # All sections and items are built; now fill in templates.
1555 my @includelist = ();
1556 push @includelist, 'summary' if $summarypage;
1557 foreach my $include ( @includelist ) {
1559 my $inc_file = $conf->key_orbase("invoice_${format}$include", $template);
1562 if ( length( $conf->config($inc_file, $agentnum) ) ) {
1564 @inc_src = $conf->config($inc_file, $agentnum);
1568 $inc_file = $conf->key_orbase("invoice_latex$include", $template);
1570 my $convert_map = $convert_maps{$format}{$include};
1572 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
1573 s/--\@\]/$delimiters{$format}[1]/g;
1576 &$convert_map( $conf->config($inc_file, $agentnum) );
1580 my $inc_tt = new Text::Template (
1582 SOURCE => [ map "$_\n", @inc_src ],
1583 DELIMITERS => $delimiters{$format},
1584 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
1586 unless ( $inc_tt->compile() ) {
1587 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
1588 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
1592 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
1594 $invoice_data{$include} =~ s/\n+$//
1595 if ($format eq 'latex');
1600 foreach ( grep /invoice_lines\(\d*\)/, @invoice_template ) { #kludgy
1601 /invoice_lines\((\d*)\)/;
1602 $invoice_lines += $1 || scalar(@buf);
1605 die "no invoice_lines() functions in template?"
1606 if ( $format eq 'template' && !$wasfunc );
1608 if ($format eq 'template') {
1610 if ( $invoice_lines ) {
1611 $invoice_data{'total_pages'} = int( scalar(@buf) / $invoice_lines );
1612 $invoice_data{'total_pages'}++
1613 if scalar(@buf) % $invoice_lines;
1616 #setup subroutine for the template
1617 $invoice_data{invoice_lines} = sub {
1618 my $lines = shift || scalar(@buf);
1630 push @collect, split("\n",
1631 $text_template->fill_in( HASH => \%invoice_data )
1633 $invoice_data{'page'}++;
1635 map "$_\n", @collect;
1637 } else { # this is where we actually create the invoice
1639 warn "filling in template for invoice ". $self->invnum. "\n"
1641 warn join("\n", map " $_ => ". $invoice_data{$_}, keys %invoice_data). "\n"
1644 $text_template->fill_in(HASH => \%invoice_data);
1648 sub notice_name { '('.shift->table.')'; }
1650 sub template_conf { 'invoice_'; }
1652 # helper routine for generating date ranges
1653 sub _prior_month30s {
1656 [ 1, 2592000 ], # 0-30 days ago
1657 [ 2592000, 5184000 ], # 30-60 days ago
1658 [ 5184000, 7776000 ], # 60-90 days ago
1659 [ 7776000, 0 ], # 90+ days ago
1662 map { [ $_->[0] ? $self->_date - $_->[0] - 1 : '',
1663 $_->[1] ? $self->_date - $_->[1] - 1 : '',
1668 =item print_ps HASHREF | [ TIME [ , TEMPLATE ] ]
1670 Returns an postscript invoice, as a scalar.
1672 Options can be passed as a hashref (recommended) or as a list of time, template
1673 and then any key/value pairs for any other options.
1675 I<time> an optional value used to control the printing of overdue messages. The
1676 default is now. It isn't the date of the invoice; that's the `_date' field.
1677 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1678 L<Time::Local> and L<Date::Parse> for conversion functions.
1680 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1687 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1688 my $ps = generate_ps($file);
1690 unlink($barcodefile) if $barcodefile;
1695 =item print_pdf HASHREF | [ TIME [ , TEMPLATE ] ]
1697 Returns an PDF invoice, as a scalar.
1699 Options can be passed as a hashref (recommended) or as a list of time, template
1700 and then any key/value pairs for any other options.
1702 I<time> an optional value used to control the printing of overdue messages. The
1703 default is now. It isn't the date of the invoice; that's the `_date' field.
1704 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1705 L<Time::Local> and L<Date::Parse> for conversion functions.
1707 I<template>, if specified, is the name of a suffix for alternate invoices.
1709 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1716 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1717 my $pdf = generate_pdf($file);
1719 unlink($barcodefile) if $barcodefile;
1724 =item print_html HASHREF | [ TIME [ , TEMPLATE [ , CID ] ] ]
1726 Returns an HTML invoice, as a scalar.
1728 I<time> an optional value used to control the printing of overdue messages. The
1729 default is now. It isn't the date of the invoice; that's the `_date' field.
1730 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1731 L<Time::Local> and L<Date::Parse> for conversion functions.
1733 I<template>, if specified, is the name of a suffix for alternate invoices.
1735 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1737 I<cid> is a MIME Content-ID used to create a "cid:" URL for the logo image, used
1738 when emailing the invoice as part of a multipart/related MIME email.
1746 %params = %{ shift() };
1750 $params{'format'} = 'html';
1752 $self->print_generic( %params );
1755 # quick subroutine for print_latex
1757 # There are ten characters that LaTeX treats as special characters, which
1758 # means that they do not simply typeset themselves:
1759 # # $ % & ~ _ ^ \ { }
1761 # TeX ignores blanks following an escaped character; if you want a blank (as
1762 # in "10% of ..."), you have to "escape" the blank as well ("10\%\ of ...").
1766 $value =~ s/([#\$%&~_\^{}])( )?/"\\$1". ( ( defined($2) && length($2) ) ? "\\$2" : '' )/ge;
1767 $value =~ s/([<>])/\$$1\$/g;
1773 encode_entities($value);
1777 sub _html_escape_nbsp {
1778 my $value = _html_escape(shift);
1779 $value =~ s/ +/ /g;
1783 #utility methods for print_*
1785 sub _translate_old_latex_format {
1786 warn "_translate_old_latex_format called\n"
1793 if ( $line =~ /^%%Detail\s*$/ ) {
1795 push @template, q![@--!,
1796 q! foreach my $_tr_line (@detail_items) {!,
1797 q! if ( scalar ($_tr_item->{'ext_description'} ) ) {!,
1798 q! $_tr_line->{'description'} .= !,
1799 q! "\\tabularnewline\n~~".!,
1800 q! join( "\\tabularnewline\n~~",!,
1801 q! @{$_tr_line->{'ext_description'}}!,
1805 while ( ( my $line_item_line = shift )
1806 !~ /^%%EndDetail\s*$/ ) {
1807 $line_item_line =~ s/'/\\'/g; # nice LTS
1808 $line_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1809 $line_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1810 push @template, " \$OUT .= '$line_item_line';";
1813 push @template, '}',
1816 } elsif ( $line =~ /^%%TotalDetails\s*$/ ) {
1818 push @template, '[@--',
1819 ' foreach my $_tr_line (@total_items) {';
1821 while ( ( my $total_item_line = shift )
1822 !~ /^%%EndTotalDetails\s*$/ ) {
1823 $total_item_line =~ s/'/\\'/g; # nice LTS
1824 $total_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1825 $total_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1826 push @template, " \$OUT .= '$total_item_line';";
1829 push @template, '}',
1833 $line =~ s/\$(\w+)/[\@-- \$$1 --\@]/g;
1834 push @template, $line;
1840 warn "$_\n" foreach @template;
1852 my $conf = $self->conf;
1854 #check for an invoice-specific override
1855 return $self->invoice_terms if $self->invoice_terms;
1857 #check for a customer- specific override
1858 my $cust_main = $self->cust_main;
1859 return $cust_main->invoice_terms if $cust_main && $cust_main->invoice_terms;
1863 $agentnum = $cust_main->agentnum;
1864 } elsif ( my $prospect_main = $self->prospect_main ) {
1865 $agentnum = $prospect_main->agentnum;
1868 #use configured default
1869 $conf->config('invoice_default_terms', $agentnum) || '';
1879 if ( $self->terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
1880 $duedate = $self->_date() + ( $1 * 86400 );
1891 $self->due_date ? $self->time2str_local(shift, $self->due_date) : '';
1894 =item balance_due_msg
1898 sub balance_due_msg {
1900 my $msg = $self->mt('Balance Due');
1901 return $msg unless $self->terms; # huh?
1902 if ( !$self->conf->exists('invoice_show_prior_due_date')
1903 or $self->conf->exists('invoice_sections') ) {
1904 # if enabled, the due date is shown with Total New Charges (see
1905 # _items_total) and not here
1906 # (yes, or if invoice_sections is enabled; this is just for compatibility)
1907 if ( $self->due_date ) {
1908 $msg .= ' - ' . $self->mt('Please pay by'). ' '.
1909 $self->due_date2str('short');
1910 } elsif ( $self->terms ) {
1911 $msg .= ' - '. $self->mt($self->terms);
1917 =item balance_due_date
1921 sub balance_due_date {
1923 my $conf = $self->conf;
1925 my $terms = $self->terms;
1926 if ( $terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
1927 $duedate = $self->time2str_local('rdate', $self->_date + ($1*86400) );
1932 sub credit_balance_msg {
1934 $self->mt('Credit Balance Remaining')
1939 Returns a string with the date, for example: "3/20/2008", localized for the
1940 customer. Use _date_pretty_unlocalized for non-end-customer display use.
1946 $self->time2str_local('short', $self->_date);
1949 =item _date_pretty_unlocalized
1951 Returns a string with the date, for example: "3/20/2008", in the format
1952 configured for the back-office. Use _date_pretty for end-customer display use.
1956 sub _date_pretty_unlocalized {
1958 time2str($date_format, $self->_date);
1963 Emails this template.
1965 Options are passed as a hashref. Available options:
1971 If specified, overrides the default From: address.
1975 If specified, overrides the name of the sent document ("Invoice" or "Quotation")
1979 (Deprecated) If specified, is the name of a suffix for alternate template files.
1983 Options accepted by generate_email can also be used.
1989 my $opt = shift || {};
1990 if ($opt and !ref($opt)) {
1991 die ref($self). '->email called with positional parameters';
1994 return if $self->hide;
1996 my $error = send_email(
1997 $self->generate_email(
1998 'subject' => $self->email_subject($opt->{template}),
1999 %$opt, # template, etc.
2003 die "can't email: $error\n" if $error;
2006 =item generate_email OPTION => VALUE ...
2014 sender address, required
2018 alternate template name, optional
2022 email subject, optional
2026 notice name instead of "Invoice", optional
2030 Returns an argument list to be passed to L<FS::Misc::send_email>.
2036 sub generate_email {
2040 my $conf = $self->conf;
2042 my $me = '[FS::Template_Mixin::generate_email]';
2045 'from' => $args{'from'},
2046 'subject' => ($args{'subject'} || $self->email_subject),
2047 'custnum' => $self->custnum,
2048 'msgtype' => 'invoice',
2051 $args{'unsquelch_cdr'} = $conf->exists('voip-cdr_email');
2053 my $cust_main = $self->cust_main;
2055 if (ref($args{'to'}) eq 'ARRAY') {
2056 $return{'to'} = $args{'to'};
2057 } elsif ( $cust_main ) {
2058 $return{'to'} = [ $cust_main->invoicing_list_emailonly ];
2061 my $tc = $self->template_conf;
2063 my @text; # array of lines
2064 my $html; # a big string
2065 my @related_parts; # will contain the text/HTML alternative, and images
2066 my $related; # will contain the multipart/related object
2068 if ( $conf->exists($tc. 'email_pdf') ) {
2069 if ( my $msgnum = $conf->config($tc.'email_pdf_msgnum') ) {
2071 warn "$me using '${tc}email_pdf_msgnum' in multipart message"
2074 my $msg_template = FS::msg_template->by_key($msgnum)
2075 or die "${tc}email_pdf_msgnum $msgnum not found\n";
2076 my %prepared = $msg_template->prepare(
2077 cust_main => $self->cust_main,
2081 @text = split(/(?=\n)/, $prepared{'text_body'});
2082 $html = $prepared{'html_body'};
2084 } elsif ( my @note = $conf->config($tc.'email_pdf_note') ) {
2086 warn "$me using '${tc}email_pdf_note' in multipart message"
2088 @text = $conf->config($tc.'email_pdf_note');
2089 $html = join('<BR>', @text);
2091 } # else use the plain text invoice
2096 if ( $conf->config($tc.'template') ) {
2098 warn "$me generating plain text invoice"
2101 # 'print_text' argument is no longer used
2102 @text = $self->print_text(\%args);
2106 warn "$me no plain text version exists; sending empty message body"
2113 my $text_part = build MIME::Entity (
2114 'Type' => 'text/plain',
2115 'Encoding' => 'quoted-printable',
2116 'Charset' => 'UTF-8',
2117 #'Encoding' => '7bit',
2119 'Disposition' => 'inline',
2124 if ( $conf->exists($tc.'html') ) {
2125 warn "$me generating HTML invoice"
2128 $args{'from'} =~ /\@([\w\.\-]+)/;
2129 my $from = $1 || 'example.com';
2130 my $content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2133 my $agentnum = $cust_main ? $cust_main->agentnum
2134 : $self->prospect_main->agentnum;
2135 if ( defined($args{'template'}) && length($args{'template'})
2136 && $conf->exists( 'logo_'. $args{'template'}. '.png', $agentnum )
2139 $logo = 'logo_'. $args{'template'}. '.png';
2143 my $image_data = $conf->config_binary( $logo, $agentnum);
2145 push @related_parts, build MIME::Entity
2146 'Type' => 'image/png',
2147 'Encoding' => 'base64',
2148 'Data' => $image_data,
2149 'Filename' => 'logo.png',
2150 'Content-ID' => "<$content_id>",
2153 if ( ref($self) eq 'FS::cust_bill' && $conf->exists('invoice-barcode') ) {
2154 my $barcode_content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2155 push @related_parts, build MIME::Entity
2156 'Type' => 'image/png',
2157 'Encoding' => 'base64',
2158 'Data' => $self->invoice_barcode(0),
2159 'Filename' => 'barcode.png',
2160 'Content-ID' => "<$barcode_content_id>",
2162 $args{'barcode_cid'} = $barcode_content_id;
2165 $html = $self->print_html({ 'cid'=>$content_id, %args });
2172 warn "$me creating HTML/text multipart message"
2175 $return{'nobody'} = 1;
2177 my $alternative = build MIME::Entity
2178 'Type' => 'multipart/alternative',
2179 #'Encoding' => '7bit',
2180 'Disposition' => 'inline'
2184 $alternative->add_part($text_part);
2187 $alternative->attach(
2188 'Type' => 'text/html',
2189 'Encoding' => 'quoted-printable',
2190 'Data' => [ '<html>',
2193 ' '. encode_entities($return{'subject'}),
2196 ' <body bgcolor="#e8e8e8">',
2201 'Disposition' => 'inline',
2202 #'Filename' => 'invoice.pdf',
2205 unshift @related_parts, $alternative;
2207 $related = build MIME::Entity 'Type' => 'multipart/related',
2208 'Encoding' => '7bit';
2210 #false laziness w/Misc::send_email
2211 $related->head->replace('Content-type',
2212 $related->mime_type.
2213 '; boundary="'. $related->head->multipart_boundary. '"'.
2214 '; type=multipart/alternative'
2217 $related->add_part($_) foreach @related_parts;
2221 my @otherparts = ();
2222 if ( ref($self) eq 'FS::cust_bill' && $cust_main->email_csv_cdr ) {
2224 push @otherparts, build MIME::Entity
2225 'Type' => 'text/csv',
2226 'Encoding' => '7bit',
2227 'Data' => [ map { "$_\n" }
2228 $self->call_details('prepend_billed_number' => 1)
2230 'Disposition' => 'attachment',
2231 'Filename' => 'usage-'. $self->invnum. '.csv',
2236 if ( $conf->exists($tc.'email_pdf') ) {
2241 # multipart/alternative
2247 my $pdf = build MIME::Entity $self->mimebuild_pdf(\%args);
2248 push @otherparts, $pdf;
2252 $return{'content-type'} = 'multipart/mixed'; # of the outer container
2254 $return{'mimeparts'} = [ $related, @otherparts ];
2255 $return{'type'} = 'multipart/related'; # of the first part
2257 $return{'mimeparts'} = [ $text_part, @otherparts ];
2258 $return{'type'} = 'text/plain';
2260 } elsif ( $html ) { # no PDF or CSV, strip the outer container
2261 $return{'mimeparts'} = \@related_parts;
2262 $return{'content-type'} = 'multipart/related';
2263 $return{'type'} = 'multipart/alternative';
2264 } else { # no HTML either
2265 $return{'body'} = \@text;
2266 $return{'content-type'} = 'text/plain';
2275 Returns a list suitable for passing to MIME::Entity->build(), representing
2276 this invoice as PDF attachment.
2283 'Type' => 'application/pdf',
2284 'Encoding' => 'base64',
2285 'Data' => [ $self->print_pdf(@_) ],
2286 'Disposition' => 'attachment',
2287 'Filename' => 'invoice-'. $self->invnum. '.pdf',
2291 =item _items_sections OPTIONS
2293 Generate section information for all items appearing on this invoice.
2294 This will only be called for multi-section invoices.
2296 For each line item (L<FS::cust_bill_pkg> record), this will fetch all
2297 related display records (L<FS::cust_bill_pkg_display>) and organize
2298 them into two groups ("early" and "late" according to whether they come
2299 before or after the total), then into sections. A subtotal is calculated
2302 Section descriptions are returned in sort weight order. Each consists
2303 of a hash containing:
2305 description: the package category name, escaped
2306 subtotal: the total charges in that section
2307 tax_section: a flag indicating that the section contains only tax charges
2308 summarized: same as tax_section, for some reason
2309 sort_weight: the package category's sort weight
2311 If 'condense' is set on the display record, it also contains everything
2312 returned from C<_condense_section()>, i.e. C<_condensed_foo_generator>
2313 coderefs to generate parts of the invoice. This is not advised.
2315 The method returns two arrayrefs, one of "early" sections and one of "late"
2318 OPTIONS may include:
2320 by_location: a flag to divide the invoice into sections by location.
2321 Each section hash will have a 'location' element containing a hashref of
2322 the location fields (see L<FS::cust_location>). The section description
2323 will be the location label, but the template can use any of the location
2324 fields to create a suitable label.
2326 by_category: a flag to divide the invoice into sections using display
2327 records (see L<FS::cust_bill_pkg_display>). This is the "traditional"
2328 behavior. Each section hash will have a 'category' element containing
2329 the section name from the display record (which probably equals the
2330 category name of the package, but may not in some cases).
2332 summary: a flag indicating that this is a summary-format invoice.
2333 Turning this on has the following effects:
2334 - Ignores display items with the 'summary' flag.
2335 - Places all sections in the "early" group even if they have post_total.
2336 - Creates sections for all non-disabled package categories, even if they
2337 have no charges on this invoice, as well as a section with no name.
2339 escape: an escape function to use for section titles.
2341 extra_sections: an arrayref of additional sections to return after the
2342 sorted list. If there are any of these, section subtotals exclude
2345 format: 'latex', 'html', or 'template' (i.e. text). Not used, but
2346 passed through to C<_condense_section()>.
2350 use vars qw(%pkg_category_cache);
2351 sub _items_sections {
2355 my $escape = $opt{escape};
2356 my @extra_sections = @{ $opt{extra_sections} || [] };
2358 # $subtotal{$locationnum}{$categoryname} = amount.
2359 # if we're not using by_location, $locationnum is undef.
2360 # if we're not using by_category, you guessed it, $categoryname is undef.
2361 # if we're not using either one, we shouldn't be here in the first place...
2363 my %late_subtotal = ();
2366 # About tax items + multisection invoices:
2367 # If either invoice_*summary option is enabled, AND there is a
2368 # package category with the name of the tax, then there will be
2369 # a display record assigning the tax item to that category.
2371 # However, the taxes are always placed in the "Taxes, Surcharges,
2372 # and Fees" section regardless of that. The only effect of the
2373 # display record is to create a subtotal for the summary page.
2376 my $pkg_hash = $self->cust_pkg_hash;
2378 foreach my $cust_bill_pkg ( $self->cust_bill_pkg )
2381 my $usage = $cust_bill_pkg->usage;
2384 if ( $opt{by_location} ) {
2385 if ( $cust_bill_pkg->pkgnum ) {
2386 $locationnum = $pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum;
2391 $locationnum = undef;
2394 # as in _items_cust_pkg, if a line item has no display records,
2395 # cust_bill_pkg_display() returns a default record for it
2397 foreach my $display ($cust_bill_pkg->cust_bill_pkg_display) {
2398 next if ( $display->summary && $opt{summary} );
2400 my $section = $display->section;
2401 my $type = $display->type;
2402 # Set $section = undef if we're sectioning by location and this
2403 # line item _has_ a location (i.e. isn't a fee).
2404 $section = undef if $locationnum;
2406 # set this flag if the section is not tax-only
2407 $not_tax{$locationnum}{$section} = 1
2408 if $cust_bill_pkg->pkgnum or $cust_bill_pkg->feepart;
2410 # there's actually a very important piece of logic buried in here:
2411 # incrementing $late_subtotal{$section} CREATES
2412 # $late_subtotal{$section}. keys(%late_subtotal) is later used
2413 # to define the list of late sections, and likewise keys(%subtotal).
2414 # When _items_cust_bill_pkg is called to generate line items for
2415 # real, it will be called with 'section' => $section for each
2417 if ( $display->post_total && !$opt{summary} ) {
2418 if (! $type || $type eq 'S') {
2419 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2420 if $cust_bill_pkg->setup != 0
2421 || $cust_bill_pkg->setup_show_zero;
2425 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur
2426 if $cust_bill_pkg->recur != 0
2427 || $cust_bill_pkg->recur_show_zero;
2430 if ($type && $type eq 'R') {
2431 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2432 if $cust_bill_pkg->recur != 0
2433 || $cust_bill_pkg->recur_show_zero;
2436 if ($type && $type eq 'U') {
2437 $late_subtotal{$locationnum}{$section} += $usage
2438 unless scalar(@extra_sections);
2441 } else { # it's a pre-total (normal) section
2443 # skip tax items unless they're explicitly included in a section
2444 next if $cust_bill_pkg->pkgnum == 0 and
2445 ! $cust_bill_pkg->feepart and
2448 if ( $type eq 'S' ) {
2449 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2450 if $cust_bill_pkg->setup != 0
2451 || $cust_bill_pkg->setup_show_zero;
2452 } elsif ( $type eq 'R' ) {
2453 $subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2454 if $cust_bill_pkg->recur != 0
2455 || $cust_bill_pkg->recur_show_zero;
2456 } elsif ( $type eq 'U' ) {
2457 $subtotal{$locationnum}{$section} += $usage
2458 unless scalar(@extra_sections);
2459 } elsif ( !$type ) {
2460 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2461 + $cust_bill_pkg->recur;
2470 %pkg_category_cache = ();
2472 # summary invoices need subtotals for all non-disabled package categories,
2473 # even if they're zero
2474 # but currently assume that there are no location sections, or at least
2475 # that the summary page doesn't care about them
2476 if ( $opt{summary} ) {
2477 foreach my $category (qsearch('pkg_category', {disabled => ''})) {
2478 $subtotal{''}{$category->categoryname} ||= 0;
2480 $subtotal{''}{''} ||= 0;
2484 foreach my $post_total (0,1) {
2486 my $s = $post_total ? \%late_subtotal : \%subtotal;
2487 foreach my $locationnum (keys %$s) {
2488 foreach my $sectionname (keys %{ $s->{$locationnum} }) {
2490 'subtotal' => $s->{$locationnum}{$sectionname},
2491 'post_total' => $post_total,
2494 if ( $locationnum ) {
2495 $section->{'locationnum'} = $locationnum;
2496 my $location = FS::cust_location->by_key($locationnum);
2497 $section->{'description'} = &{ $escape }($location->location_label);
2498 # Better ideas? This will roughly group them by proximity,
2499 # which alpha sorting on any of the address fields won't.
2500 # Sorting by locationnum is meaningless.
2501 # We have to sort on _something_ or the order may change
2502 # randomly from one invoice to the next, which will confuse
2504 $section->{'sort_weight'} = sprintf('%012s',$location->zip) .
2506 $section->{'location'} = {
2507 label_prefix => &{ $escape }($location->label_prefix),
2508 map { $_ => &{ $escape }($location->get($_)) }
2512 $section->{'category'} = $sectionname;
2513 $section->{'description'} = &{ $escape }($sectionname);
2514 if ( _pkg_category($sectionname) ) {
2515 $section->{'sort_weight'} = _pkg_category($sectionname)->weight;
2516 if ( _pkg_category($sectionname)->condense ) {
2517 $section = { %$section, $self->_condense_section($opt{format}) };
2521 if ( !$post_total and !$not_tax{$locationnum}{$sectionname} ) {
2522 # then it's a tax-only section
2523 $section->{'summarized'} = 'Y';
2524 $section->{'tax_section'} = 'Y';
2526 push @these, $section;
2527 } # foreach $sectionname
2528 } #foreach $locationnum
2529 push @these, @extra_sections if $post_total == 0;
2530 # need an alpha sort for location sections, because postal codes can
2532 $sections[ $post_total ] = [ sort {
2533 $opt{'by_location'} ?
2534 ($a->{sort_weight} cmp $b->{sort_weight}) :
2535 ($a->{sort_weight} <=> $b->{sort_weight})
2537 } #foreach $post_total
2539 return @sections; # early, late
2542 #helper subs for above
2546 $self->{cust_pkg} ||= { map { $_->pkgnum => $_ } $self->cust_pkg };
2550 my $categoryname = shift;
2551 $pkg_category_cache{$categoryname} ||=
2552 qsearchs( 'pkg_category', { 'categoryname' => $categoryname } );
2555 my %condensed_format = (
2556 'label' => [ qw( Description Qty Amount ) ],
2558 sub { shift->{description} },
2559 sub { shift->{quantity} },
2560 sub { my($href, %opt) = @_;
2561 ($opt{dollar} || ''). $href->{amount};
2564 'align' => [ qw( l r r ) ],
2565 'span' => [ qw( 5 1 1 ) ], # unitprices?
2566 'width' => [ qw( 10.7cm 1.4cm 1.6cm ) ], # don't like this
2569 sub _condense_section {
2570 my ( $self, $format ) = ( shift, shift );
2572 map { my $method = "_condensed_$_"; $_ => $self->$method($format) }
2573 qw( description_generator
2576 total_line_generator
2581 sub _condensed_generator_defaults {
2582 my ( $self, $format ) = ( shift, shift );
2583 return ( \%condensed_format, ' ', ' ', ' ', sub { shift } );
2592 sub _condensed_header_generator {
2593 my ( $self, $format ) = ( shift, shift );
2595 my ( $f, $prefix, $suffix, $separator, $column ) =
2596 _condensed_generator_defaults($format);
2598 if ($format eq 'latex') {
2599 $prefix = "\\hline\n\\rule{0pt}{2.5ex}\n\\makebox[1.4cm]{}&\n";
2600 $suffix = "\\\\\n\\hline";
2603 sub { my ($d,$a,$s,$w) = @_;
2604 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2606 } elsif ( $format eq 'html' ) {
2607 $prefix = '<th></th>';
2611 sub { my ($d,$a,$s,$w) = @_;
2612 return qq!<th align="$html_align{$a}">$d</th>!;
2620 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2622 &{$column}( map { $f->{$_}->[$i] } qw(label align span width) );
2625 $prefix. join($separator, @result). $suffix;
2630 sub _condensed_description_generator {
2631 my ( $self, $format ) = ( shift, shift );
2633 my ( $f, $prefix, $suffix, $separator, $column ) =
2634 _condensed_generator_defaults($format);
2636 my $money_char = '$';
2637 if ($format eq 'latex') {
2638 $prefix = "\\hline\n\\multicolumn{1}{c}{\\rule{0pt}{2.5ex}~} &\n";
2640 $separator = " & \n";
2642 sub { my ($d,$a,$s,$w) = @_;
2643 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2645 $money_char = '\\dollar';
2646 }elsif ( $format eq 'html' ) {
2647 $prefix = '"><td align="center"></td>';
2651 sub { my ($d,$a,$s,$w) = @_;
2652 return qq!<td align="$html_align{$a}">$d</td>!;
2654 #$money_char = $conf->config('money_char') || '$';
2655 $money_char = ''; # this is madness
2663 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2665 $dollar = $money_char if $i == scalar(@{$f->{label}})-1;
2667 &{$column}( &{$f->{fields}->[$i]}($href, 'dollar' => $dollar),
2668 map { $f->{$_}->[$i] } qw(align span width)
2672 $prefix. join( $separator, @result ). $suffix;
2677 sub _condensed_total_generator {
2678 my ( $self, $format ) = ( shift, shift );
2680 my ( $f, $prefix, $suffix, $separator, $column ) =
2681 _condensed_generator_defaults($format);
2684 if ($format eq 'latex') {
2687 $separator = " & \n";
2689 sub { my ($d,$a,$s,$w) = @_;
2690 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2692 }elsif ( $format eq 'html' ) {
2696 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2698 sub { my ($d,$a,$s,$w) = @_;
2699 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2708 # my $r = &{$f->{fields}->[$i]}(@args);
2709 # $r .= ' Total' unless $i;
2711 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2713 &{$column}( &{$f->{fields}->[$i]}(@args). ($i ? '' : ' Total'),
2714 map { $f->{$_}->[$i] } qw(align span width)
2718 $prefix. join( $separator, @result ). $suffix;
2723 =item total_line_generator FORMAT
2725 Returns a coderef used for generation of invoice total line items for this
2726 usage_class. FORMAT is either html or latex
2730 # should not be used: will have issues with hash element names (description vs
2731 # total_item and amount vs total_amount -- another array of functions?
2733 sub _condensed_total_line_generator {
2734 my ( $self, $format ) = ( shift, shift );
2736 my ( $f, $prefix, $suffix, $separator, $column ) =
2737 _condensed_generator_defaults($format);
2740 if ($format eq 'latex') {
2743 $separator = " & \n";
2745 sub { my ($d,$a,$s,$w) = @_;
2746 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2748 }elsif ( $format eq 'html' ) {
2752 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2754 sub { my ($d,$a,$s,$w) = @_;
2755 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2764 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2766 &{$column}( &{$f->{fields}->[$i]}(@args),
2767 map { $f->{$_}->[$i] } qw(align span width)
2771 $prefix. join( $separator, @result ). $suffix;
2776 =item _items_pkg [ OPTIONS ]
2778 Return line item hashes for each package item on this invoice. Nearly
2781 $self->_items_cust_bill_pkg([ $self->cust_bill_pkg ])
2783 OPTIONS are passed through to _items_cust_bill_pkg, and should include
2784 'format' and 'escape_function' at minimum.
2786 To produce items for a specific invoice section, OPTIONS should include
2787 'section', a hashref containing 'category' and/or 'locationnum' keys.
2789 'section' may also contain a key named 'condensed'. If this is present
2790 and has a true value, _items_pkg will try to merge identical items into items
2791 with 'quantity' equal to the number of items (not the sum of their separate
2792 quantities, for some reason).
2798 # The order of these is important. Bundled line items will be merged into
2799 # the most recent non-hidden item, so it needs to be the one with:
2801 # - the same start date
2802 # - no pkgpart_override
2804 # So: sort by pkgnum,
2806 # then sort the base line item before any overrides
2807 # then sort hidden before non-hidden add-ons
2808 # then sort by override pkgpart (for consistency)
2809 sort { $a->pkgnum <=> $b->pkgnum or
2810 $a->sdate <=> $b->sdate or
2811 ($a->pkgpart_override ? 0 : -1) or
2812 ($b->pkgpart_override ? 0 : 1) or
2813 $b->hidden cmp $a->hidden or
2814 $a->pkgpart_override <=> $b->pkgpart_override
2816 # and of course exclude taxes and fees
2817 grep { $_->pkgnum > 0 } $self->cust_bill_pkg;
2823 my @cust_bill_pkg = grep { $_->feepart } $self->cust_bill_pkg;
2824 my $escape_function = $options{escape_function};
2827 foreach my $cust_bill_pkg (@cust_bill_pkg) {
2828 # cache this, so we don't look it up again in every section
2829 my $part_fee = $cust_bill_pkg->get('part_fee')
2830 || $cust_bill_pkg->part_fee;
2831 $cust_bill_pkg->set('part_fee', $part_fee);
2833 #die "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n"; # might make more sense
2834 warn "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n";
2837 if ( exists($options{section}) and exists($options{section}{category}) )
2839 my $categoryname = $options{section}{category};
2840 # then filter for items that have that section
2841 if ( $part_fee->categoryname ne $categoryname ) {
2842 warn "skipping fee '".$part_fee->itemdesc."'--not in section $categoryname\n" if $DEBUG;
2845 } # otherwise include them all in the main section
2846 # XXX what to do when sectioning by location?
2849 my %base_invnums; # invnum => invoice date
2850 foreach ($cust_bill_pkg->cust_bill_pkg_fee) {
2851 if ($_->base_invnum) {
2852 my $base_bill = FS::cust_bill->by_key($_->base_invnum);
2853 my $base_date = $self->time2str_local('short', $base_bill->_date)
2855 $base_invnums{$_->base_invnum} = $base_date || '';
2858 foreach (sort keys(%base_invnums)) {
2859 next if $_ == $self->invnum;
2860 # per convention, we must escape ext_description lines
2862 &{$escape_function}(
2863 $self->mt('from invoice #[_1] on [_2]', $_, $base_invnums{$_})
2866 my $desc = $part_fee->itemdesc_locale($self->cust_main->locale);
2867 # but not escape the base description line
2870 { feepart => $cust_bill_pkg->feepart,
2871 amount => sprintf('%.2f', $cust_bill_pkg->setup + $cust_bill_pkg->recur),
2872 description => $desc,
2873 ext_description => \@ext_desc
2884 warn "$me _items_pkg searching for all package line items\n"
2887 my @cust_bill_pkg = $self->_items_nontax;
2889 warn "$me _items_pkg filtering line items\n"
2891 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
2893 if ($options{section} && $options{section}->{condensed}) {
2895 warn "$me _items_pkg condensing section\n"
2899 local $Storable::canonical = 1;
2900 foreach ( @items ) {
2902 delete $item->{ref};
2903 delete $item->{ext_description};
2904 my $key = freeze($item);
2905 $itemshash{$key} ||= 0;
2906 $itemshash{$key} ++; # += $item->{quantity};
2908 @items = sort { $a->{description} cmp $b->{description} }
2909 map { my $i = thaw($_);
2910 $i->{quantity} = $itemshash{$_};
2912 sprintf( "%.2f", $i->{quantity} * $i->{amount} );#unit_amount
2918 warn "$me _items_pkg returning ". scalar(@items). " items\n"
2925 return 0 unless $a->itemdesc cmp $b->itemdesc;
2926 return -1 if $b->itemdesc eq 'Tax';
2927 return 1 if $a->itemdesc eq 'Tax';
2928 return -1 if $b->itemdesc eq 'Other surcharges';
2929 return 1 if $a->itemdesc eq 'Other surcharges';
2930 $a->itemdesc cmp $b->itemdesc;
2935 my @cust_bill_pkg = sort _taxsort grep { ! $_->pkgnum and ! $_->feepart }
2936 $self->cust_bill_pkg;
2937 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
2939 if ( $self->conf->exists('always_show_tax') ) {
2940 my $itemdesc = $self->conf->config('always_show_tax') || 'Tax';
2941 if (0 == grep { $_->{description} eq $itemdesc } @items) {
2943 { 'description' => $itemdesc,
2950 =item _items_cust_bill_pkg CUST_BILL_PKGS OPTIONS
2952 Takes an arrayref of L<FS::cust_bill_pkg> objects, and returns a
2953 list of hashrefs describing the line items they generate on the invoice.
2955 OPTIONS may include:
2957 format: the invoice format.
2959 escape_function: the function used to escape strings.
2961 DEPRECATED? (expensive, mostly unused?)
2962 format_function: the function used to format CDRs.
2964 section: a hashref containing 'category' and/or 'locationnum'; if this
2965 is present, only returns line items that belong to that category and/or
2966 location (whichever is defined).
2968 multisection: a flag indicating that this is a multisection invoice,
2969 which does something complicated.
2971 preref_callback: coderef run for each line item, code should return HTML to be
2972 displayed before that line item (quotations only)
2974 Returns a list of hashrefs, each of which may contain:
2976 pkgnum, description, amount, unit_amount, quantity, pkgpart, _is_setup, and
2977 ext_description, which is an arrayref of detail lines to show below
2982 sub _items_cust_bill_pkg {
2984 my $conf = $self->conf;
2985 my $cust_bill_pkgs = shift;
2988 my $format = $opt{format} || '';
2989 my $escape_function = $opt{escape_function} || sub { shift };
2990 my $format_function = $opt{format_function} || '';
2991 my $no_usage = $opt{no_usage} || '';
2992 my $unsquelched = $opt{unsquelched} || ''; #unused
2993 my ($section, $locationnum, $category);
2994 if ( $opt{section} ) {
2995 $category = $opt{section}->{category};
2996 $locationnum = $opt{section}->{locationnum};
2998 my $summary_page = $opt{summary_page} || ''; #unused
2999 my $multisection = defined($category) || defined($locationnum);
3000 my $discount_show_always = 0;
3002 my $maxlength = $conf->config('cust_bill-latex_lineitem_maxlength') || 40;
3004 my $cust_main = $self->cust_main;#for per-agent cust_bill-line_item-ate_style
3006 # for location labels: use default location on the invoice date
3007 my $default_locationnum;
3008 if ( $self->custnum ) {
3010 my @h_search = FS::h_cust_main->sql_h_search($self->_date);
3011 $h_cust_main = qsearchs({
3012 'table' => 'h_cust_main',
3013 'hashref' => { custnum => $self->custnum },
3014 'extra_sql' => $h_search[1],
3015 'addl_from' => $h_search[3],
3017 $default_locationnum = $h_cust_main->ship_locationnum;
3018 } elsif ( $self->prospectnum ) {
3019 my $cust_location = qsearchs('cust_location',
3020 { prospectnum => $self->prospectnum,
3022 $default_locationnum = $cust_location->locationnum if $cust_location;
3025 my @b = (); # accumulator for the line item hashes that we'll return
3026 my ($s, $r, $u, $d) = ( undef, undef, undef, undef );
3027 # the 'current' line item hashes for setup, recur, usage, discount
3028 foreach my $cust_bill_pkg ( @$cust_bill_pkgs )
3030 # if the current line item is waiting to go out, and the one we're about
3031 # to start is not bundled, then push out the current one and start a new
3033 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3034 if ( $_ && !$cust_bill_pkg->hidden ) {
3035 $_->{amount} = sprintf( "%.2f", $_->{amount} );
3036 $_->{amount} =~ s/^\-0\.00$/0.00/;
3037 if (exists($_->{unit_amount})) {
3038 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3041 if $_->{amount} != 0
3042 || $discount_show_always
3043 || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3044 || ( $_->{_is_setup} && $_->{setup_show_zero} )
3050 if ( $locationnum ) {
3051 # this is a location section; skip packages that aren't at this
3053 next if $cust_bill_pkg->pkgnum == 0; # skips fees...
3054 next if $self->cust_pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum
3058 # Consider display records for this item to determine if it belongs
3059 # in this section. Note that if there are no display records, there
3060 # will be a default pseudo-record that includes all charge types
3061 # and has no section name.
3062 my @cust_bill_pkg_display = $cust_bill_pkg->can('cust_bill_pkg_display')
3063 ? $cust_bill_pkg->cust_bill_pkg_display
3064 : ( $cust_bill_pkg );
3066 warn "$me _items_cust_bill_pkg considering cust_bill_pkg ".
3067 $cust_bill_pkg->billpkgnum. ", pkgnum ". $cust_bill_pkg->pkgnum. "\n"
3070 if ( defined($category) ) {
3071 # then this is a package category section; process all display records
3072 # that belong to this section.
3073 @cust_bill_pkg_display = grep { $_->section eq $category }
3074 @cust_bill_pkg_display;
3076 # otherwise, process all display records that aren't usage summaries
3077 # (I don't think there should be usage summaries if you aren't using
3078 # category sections, but this is the historical behavior)
3079 @cust_bill_pkg_display = grep { !$_->summary }
3080 @cust_bill_pkg_display;
3083 my $classname = ''; # package class name, will fill in later
3085 foreach my $display (@cust_bill_pkg_display) {
3087 warn "$me _items_cust_bill_pkg considering cust_bill_pkg_display ".
3088 $display->billpkgdisplaynum. "\n"
3091 my $type = $display->type;
3093 my $desc = $cust_bill_pkg->desc( $cust_main ? $cust_main->locale : '' );
3094 $desc = substr($desc, 0, $maxlength). '...'
3095 if $format eq 'latex' && length($desc) > $maxlength;
3097 my %details_opt = ( 'format' => $format,
3098 'escape_function' => $escape_function,
3099 'format_function' => $format_function,
3100 'no_usage' => $opt{'no_usage'},
3103 if ( ref($cust_bill_pkg) eq 'FS::quotation_pkg' ) {
3104 # XXX this should be pulled out into quotation_pkg
3106 warn "$me _items_cust_bill_pkg cust_bill_pkg is quotation_pkg\n"
3108 # quotation_pkgs are never fees, so don't worry about the case where
3109 # part_pkg is undefined
3111 # and I guess they're never bundled either?
3112 if ( $cust_bill_pkg->setup != 0 ) {
3113 my $description = $desc;
3114 $description .= ' Setup'
3115 if $cust_bill_pkg->recur != 0
3116 || $discount_show_always
3117 || $cust_bill_pkg->recur_show_zero;
3119 # keep it consistent, please
3121 'pkgnum' => $cust_bill_pkg->pkgpart, #so it displays in Ref
3122 'description' => $description,
3123 'amount' => sprintf("%.2f", $cust_bill_pkg->setup),
3124 'unit_amount' => sprintf("%.2f", $cust_bill_pkg->unitsetup),
3125 'quantity' => $cust_bill_pkg->quantity,
3126 'preref_html' => ( $opt{preref_callback}
3127 ? &{ $opt{preref_callback} }( $cust_bill_pkg )
3132 if ( $cust_bill_pkg->recur != 0 ) {
3135 'pkgnum' => $cust_bill_pkg->pkgpart, #so it displays in Ref
3136 'description' => "$desc (". $cust_bill_pkg->part_pkg->freq_pretty.")",
3137 'amount' => sprintf("%.2f", $cust_bill_pkg->recur),
3138 'unit_amount' => sprintf("%.2f", $cust_bill_pkg->unitrecur),
3139 'quantity' => $cust_bill_pkg->quantity,
3140 'preref_html' => ( $opt{preref_callback}
3141 ? &{ $opt{preref_callback} }( $cust_bill_pkg )
3147 } elsif ( $cust_bill_pkg->pkgnum > 0 ) {
3148 # a "normal" package line item (not a quotation, not a fee, not a tax)
3150 warn "$me _items_cust_bill_pkg cust_bill_pkg is non-tax\n"
3153 my $cust_pkg = $cust_bill_pkg->cust_pkg;
3154 my $part_pkg = $cust_pkg->part_pkg;
3156 # which pkgpart to show for display purposes?
3157 my $pkgpart = $cust_bill_pkg->pkgpart_override || $cust_pkg->pkgpart;
3159 # start/end dates for invoice formats that do nonstandard
3161 my %item_dates = ();
3162 %item_dates = map { $_ => $cust_bill_pkg->$_ } ('sdate', 'edate')
3163 unless $part_pkg->option('disable_line_item_date_ranges',1);
3165 # not normally used, but pass this to the template anyway
3166 $classname = $part_pkg->classname;
3168 if ( (!$type || $type eq 'S')
3169 && ( $cust_bill_pkg->setup != 0
3170 || $cust_bill_pkg->setup_show_zero
3175 warn "$me _items_cust_bill_pkg adding setup\n"
3178 my $description = $desc;
3179 $description .= ' Setup'
3180 if $cust_bill_pkg->recur != 0
3181 || $discount_show_always
3182 || $cust_bill_pkg->recur_show_zero;
3184 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3186 if $part_pkg->is_prepaid #for prepaid, "display the validity period
3187 # triggered by the recurring charge freq
3189 && $cust_bill_pkg->recur == 0
3190 && ! $cust_bill_pkg->recur_show_zero;
3195 # always pass the svc_label through to the template, even if
3196 # not displaying it as an ext_description
3197 my @svc_labels = map &{$escape_function}($_),
3198 $cust_pkg->h_labels_short($self->_date, undef, 'I');
3200 $svc_label = $svc_labels[0];
3202 unless ( $cust_pkg->part_pkg->hide_svc_detail
3203 || $cust_bill_pkg->hidden )
3206 push @d, @svc_labels
3207 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3208 # show the location label if it's not the customer's default
3209 # location, and we're not grouping items by location already
3210 if ( $cust_pkg->locationnum != $default_locationnum
3211 and !defined($locationnum) ) {
3212 my $loc = $cust_pkg->location_label;
3213 $loc = substr($loc, 0, $maxlength). '...'
3214 if $format eq 'latex' && length($loc) > $maxlength;
3215 push @d, &{$escape_function}($loc);
3218 } #unless hiding service details
3220 push @d, $cust_bill_pkg->details(%details_opt)
3221 if $cust_bill_pkg->recur == 0;
3223 if ( $cust_bill_pkg->hidden ) {
3224 $s->{amount} += $cust_bill_pkg->setup;
3225 $s->{unit_amount} += $cust_bill_pkg->unitsetup;
3226 push @{ $s->{ext_description} }, @d;
3230 description => $description,
3231 pkgpart => $pkgpart,
3232 pkgnum => $cust_bill_pkg->pkgnum,
3233 amount => $cust_bill_pkg->setup,
3234 setup_show_zero => $cust_bill_pkg->setup_show_zero,
3235 unit_amount => $cust_bill_pkg->unitsetup,
3236 quantity => $cust_bill_pkg->quantity,
3237 ext_description => \@d,
3238 svc_label => ($svc_label || ''),
3239 locationnum => $cust_pkg->locationnum, # sure, why not?
3245 if ( ( !$type || $type eq 'R' || $type eq 'U' )
3247 $cust_bill_pkg->recur != 0
3248 || $cust_bill_pkg->setup == 0
3249 || $discount_show_always
3250 || $cust_bill_pkg->recur_show_zero
3255 warn "$me _items_cust_bill_pkg adding recur/usage\n"
3258 my $is_summary = $display->summary;
3259 my $description = $desc;
3260 if ( $type eq 'U' and defined($r) ) {
3261 # don't just show the same description as the recur line
3262 $description = $self->mt('Usage charges');
3265 my $part_pkg = $cust_pkg->part_pkg;
3267 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3271 my @seconds = (); # for display of usage info
3274 #at least until cust_bill_pkg has "past" ranges in addition to
3275 #the "future" sdate/edate ones... see #3032
3276 my @dates = ( $self->_date );
3277 my $prev = $cust_bill_pkg->previous_cust_bill_pkg;
3278 push @dates, $prev->sdate if $prev;
3279 push @dates, undef if !$prev;
3281 my @svc_labels = map &{$escape_function}($_),
3282 $cust_pkg->h_labels_short(@dates, 'I');
3283 $svc_label = $svc_labels[0];
3285 # show service labels, unless...
3286 # the package is set not to display them
3287 unless ( $part_pkg->hide_svc_detail
3288 # or this is a tax-like line item
3289 || $cust_bill_pkg->itemdesc
3290 # or this is a hidden (bundled) line item
3291 || $cust_bill_pkg->hidden
3292 # or this is a usage summary line
3293 || $is_summary && $type && $type eq 'U'
3294 # or this is a usage line and there's a recurring line
3295 # for the package in the same section (which will
3296 # have service labels already)
3297 || ($type eq 'U' and defined($r))
3301 warn "$me _items_cust_bill_pkg adding service details\n"
3304 push @d, @svc_labels
3305 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3306 warn "$me _items_cust_bill_pkg done adding service details\n"
3309 # show the location label if it's not the customer's default
3310 # location, and we're not grouping items by location already
3311 if ( $cust_pkg->locationnum != $default_locationnum
3312 and !defined($locationnum) ) {
3313 my $loc = $cust_pkg->location_label;
3314 $loc = substr($loc, 0, $maxlength). '...'
3315 if $format eq 'latex' && length($loc) > $maxlength;
3316 push @d, &{$escape_function}($loc);
3319 # Display of seconds_since_sqlradacct:
3320 # On the invoice, when processing @detail_items, look for a field
3321 # named 'seconds'. This will contain total seconds for each
3322 # service, in the same order as @ext_description. For services
3323 # that don't support this it will show undef.
3324 if ( $conf->exists('svc_acct-usage_seconds')
3325 and ! $cust_bill_pkg->pkgpart_override ) {
3326 foreach my $cust_svc (
3327 $cust_pkg->h_cust_svc(@dates, 'I')
3330 # eval because not having any part_export_usage exports
3331 # is a fatal error, last_bill/_date because that's how
3332 # sqlradius_hour billing does it
3334 $cust_svc->seconds_since_sqlradacct($dates[1] || 0, $dates[0]);
3336 push @seconds, $sec;
3338 } #if svc_acct-usage_seconds
3340 } # if we are showing service labels
3342 unless ( $is_summary ) {
3343 warn "$me _items_cust_bill_pkg adding details\n"
3346 #instead of omitting details entirely in this case (unwanted side
3347 # effects), just omit CDRs
3348 $details_opt{'no_usage'} = 1
3349 if $type && $type eq 'R';
3351 push @d, $cust_bill_pkg->details(%details_opt);
3354 warn "$me _items_cust_bill_pkg calculating amount\n"
3359 $amount = $cust_bill_pkg->recur;
3360 } elsif ($type eq 'R') {
3361 $amount = $cust_bill_pkg->recur - $cust_bill_pkg->usage;
3362 } elsif ($type eq 'U') {
3363 $amount = $cust_bill_pkg->usage;
3366 if ( !$type || $type eq 'R' ) {
3368 warn "$me _items_cust_bill_pkg adding recur\n"
3372 ( $cust_bill_pkg->unitrecur > 0 ) ? $cust_bill_pkg->unitrecur
3375 if ( $cust_bill_pkg->hidden ) {
3376 $r->{amount} += $amount;
3377 $r->{unit_amount} += $unit_amount;
3378 push @{ $r->{ext_description} }, @d;
3381 description => $description,
3382 pkgpart => $pkgpart,
3383 pkgnum => $cust_bill_pkg->pkgnum,
3385 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3386 unit_amount => $unit_amount,
3387 quantity => $cust_bill_pkg->quantity,
3389 ext_description => \@d,
3390 svc_label => ($svc_label || ''),
3391 locationnum => $cust_pkg->locationnum,
3393 $r->{'seconds'} = \@seconds if grep {defined $_} @seconds;
3396 } else { # $type eq 'U'
3398 warn "$me _items_cust_bill_pkg adding usage\n"
3401 if ( $cust_bill_pkg->hidden and defined($u) ) {
3402 # if this is a hidden package and there's already a usage
3403 # line for the bundle, add this package's total amount and
3404 # usage details to it
3405 $u->{amount} += $amount;
3406 push @{ $u->{ext_description} }, @d;
3407 } elsif ( $amount ) {
3408 # create a new usage line
3410 description => $description,
3411 pkgpart => $pkgpart,
3412 pkgnum => $cust_bill_pkg->pkgnum,
3415 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3417 ext_description => \@d,
3418 locationnum => $cust_pkg->locationnum,
3420 } # else this has no usage, so don't create a usage section
3423 } # recurring or usage with recurring charge
3425 } else { # taxes and fees
3427 warn "$me _items_cust_bill_pkg cust_bill_pkg is tax\n"
3430 # items of this kind should normally not have sdate/edate.
3432 'description' => $desc,
3433 'amount' => sprintf('%.2f', $cust_bill_pkg->setup
3434 + $cust_bill_pkg->recur)
3437 } # if quotation / package line item / other line item
3439 # decide whether to show active discounts here
3441 # case 1: we are showing a single line for the package
3443 # case 2: we are showing a setup line for a package that has
3444 # no base recurring fee
3445 or ( $type eq 'S' and $cust_bill_pkg->unitrecur == 0 )
3446 # case 3: we are showing a recur line for a package that has
3447 # a base recurring fee
3448 or ( $type eq 'R' and $cust_bill_pkg->unitrecur > 0 )
3451 my $item_discount = $cust_bill_pkg->_item_discount;
3452 if ( $item_discount ) {
3453 # $item_discount->{amount} is negative
3455 if ( $d and $cust_bill_pkg->hidden ) {
3456 $d->{amount} += $item_discount->{amount};
3458 $d = $item_discount;
3459 $_ = &{$escape_function}($_) foreach @{ $d->{ext_description} };
3462 # update the active line (before the discount) to show the
3463 # original price (whether this is a hidden line or not)
3465 # quotation discounts keep track of setup and recur; invoice
3466 # discounts currently don't
3467 if ( exists $item_discount->{setup_amount} ) {
3469 $s->{amount} -= $item_discount->{setup_amount} if $s;
3470 $r->{amount} -= $item_discount->{recur_amount} if $r;
3474 # $active_line is the line item hashref for the line that will
3475 # show the original price
3476 # (use the recur or single line for the package, unless we're
3477 # showing a setup line for a package with no recurring fee)
3478 my $active_line = $r;
3479 if ( $type eq 'S' ) {
3482 $active_line->{amount} -= $item_discount->{amount};
3486 } # if there are any discounts
3487 } # if this is an appropriate place to show discounts
3489 } # foreach $display
3491 $discount_show_always = ($cust_bill_pkg->cust_bill_pkg_discount
3492 && $conf->exists('discount-show-always'));
3496 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3498 $_->{amount} = sprintf( "%.2f", $_->{amount} ),
3499 if exists($_->{amount});
3500 $_->{amount} =~ s/^\-0\.00$/0.00/;
3501 if (exists($_->{unit_amount})) {
3502 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3506 if $_->{amount} != 0
3507 || $discount_show_always
3508 || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3509 || ( $_->{_is_setup} && $_->{setup_show_zero} )
3513 warn "$me _items_cust_bill_pkg done considering cust_bill_pkgs\n"
3520 =item _items_discounts_avail
3522 Returns an array of line item hashrefs representing available term discounts
3523 for this invoice. This makes the same assumptions that apply to term
3524 discounts in general: that the package is billed monthly, at a flat rate,
3525 with no usage charges. A prorated first month will be handled, as will
3526 a setup fee if the discount is allowed to apply to setup fees.
3530 sub _items_discounts_avail {
3533 #maybe move this method from cust_bill when quotations support discount_plans
3534 return () unless $self->can('discount_plans');
3535 my %plans = $self->discount_plans;
3537 my $list_pkgnums = 0; # if any packages are not eligible for all discounts
3538 $list_pkgnums = grep { $_->list_pkgnums } values %plans;
3542 my $plan = $plans{$months};
3544 my $term_total = sprintf('%.2f', $plan->discounted_total);
3545 my $percent = sprintf('%.0f',
3546 100 * (1 - $term_total / $plan->base_total) );
3547 my $permonth = sprintf('%.2f', $term_total / $months);
3548 my $detail = $self->mt('discount on item'). ' '.
3549 join(', ', map { "#$_" } $plan->pkgnums)
3552 # discounts for non-integer months don't work anyway
3553 $months = sprintf("%d", $months);
3556 description => $self->mt('Save [_1]% by paying for [_2] months',
3558 amount => $self->mt('[_1] ([_2] per month)',
3559 $term_total, $money_char.$permonth),
3560 ext_description => ($detail || ''),
3563 sort { $b <=> $a } keys %plans;