1 package FS::cust_main::Billing;
4 use vars qw( $conf $DEBUG $me );
7 use List::Util qw( min );
9 use FS::Record qw( qsearch qsearchs dbdef );
10 use FS::Misc::DateTime qw( day_end );
12 use FS::cust_bill_pkg;
13 use FS::cust_bill_pkg_display;
14 use FS::cust_bill_pay;
15 use FS::cust_credit_bill;
16 use FS::cust_tax_adjustment;
18 use FS::tax_rate_location;
19 use FS::cust_bill_pkg_tax_location;
20 use FS::cust_bill_pkg_tax_rate_location;
22 use FS::part_event_condition;
25 # 1 is mostly method/subroutine entry and options
26 # 2 traces progress of some operations
27 # 3 is even more information including possibly sensitive data
29 $me = '[FS::cust_main::Billing]';
31 install_callback FS::UID sub {
33 #yes, need it for stuff below (prolly should be cached)
38 FS::cust_main::Billing - Billing mixin for cust_main
44 These methods are available on FS::cust_main objects.
50 =item bill_and_collect
52 Cancels and suspends any packages due, generates bills, applies payments and
53 credits, and applies collection events to run cards, send bills and notices,
56 By default, warns on errors and continues with the next operation (but see the
59 Options are passed as name-value pairs. Currently available options are:
65 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
69 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
73 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
77 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
81 If set true, re-charges setup fees.
85 If set any errors prevent subsequent operations from continusing. If set
86 specifically to "return", returns the error (or false, if there is no error).
87 Any other true value causes errors to die.
91 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
95 Optional FS::queue entry to receive status updates.
99 Options are passed to the B<bill> and B<collect> methods verbatim, so all
100 options of those methods are also available.
104 sub bill_and_collect {
105 my( $self, %options ) = @_;
109 #$options{actual_time} not $options{time} because freeside-daily -d is for
110 #pre-printing invoices
112 $options{'actual_time'} ||= time;
113 my $job = $options{'job'};
115 $job->update_statustext('0,cleaning expired packages') if $job;
116 $error = $self->cancel_expired_pkgs( day_end( $options{actual_time} ) );
118 $error = "Error expiring custnum ". $self->custnum. ": $error";
119 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
120 elsif ( $options{fatal} ) { die $error; }
121 else { warn $error; }
124 $error = $self->suspend_adjourned_pkgs( day_end( $options{actual_time} ) );
126 $error = "Error adjourning custnum ". $self->custnum. ": $error";
127 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
128 elsif ( $options{fatal} ) { die $error; }
129 else { warn $error; }
132 $job->update_statustext('20,billing packages') if $job;
133 $error = $self->bill( %options );
135 $error = "Error billing custnum ". $self->custnum. ": $error";
136 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
137 elsif ( $options{fatal} ) { die $error; }
138 else { warn $error; }
141 $job->update_statustext('50,applying payments and credits') if $job;
142 $error = $self->apply_payments_and_credits;
144 $error = "Error applying custnum ". $self->custnum. ": $error";
145 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
146 elsif ( $options{fatal} ) { die $error; }
147 else { warn $error; }
150 $job->update_statustext('70,running collection events') if $job;
151 unless ( $conf->exists('cancelled_cust-noevents')
152 && ! $self->num_ncancelled_pkgs
154 $error = $self->collect( %options );
156 $error = "Error collecting custnum ". $self->custnum. ": $error";
157 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
158 elsif ($options{fatal} ) { die $error; }
159 else { warn $error; }
162 $job->update_statustext('100,finished') if $job;
168 sub cancel_expired_pkgs {
169 my ( $self, $time, %options ) = @_;
171 my @cancel_pkgs = $self->ncancelled_pkgs( {
172 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
177 foreach my $cust_pkg ( @cancel_pkgs ) {
178 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
179 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
180 'reason_otaker' => $cpr->otaker
184 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
187 scalar(@errors) ? join(' / ', @errors) : '';
191 sub suspend_adjourned_pkgs {
192 my ( $self, $time, %options ) = @_;
194 my @susp_pkgs = $self->ncancelled_pkgs( {
196 " AND ( susp IS NULL OR susp = 0 )
197 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
198 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
203 #only because there's no SQL test for is_prepaid :/
205 grep { ( $_->part_pkg->is_prepaid
210 && $_->adjourn <= $time
218 foreach my $cust_pkg ( @susp_pkgs ) {
219 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
220 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
221 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
222 'reason_otaker' => $cpr->otaker
226 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
229 scalar(@errors) ? join(' / ', @errors) : '';
235 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
236 conjunction with the collect method by calling B<bill_and_collect>.
238 If there is an error, returns the error, otherwise returns false.
240 Options are passed as name-value pairs. Currently available options are:
246 If set true, re-charges setup fees.
250 If set true then only bill recurring charges, not setup, usage, one time
255 If set, then override the normal frequency and look for a part_pkg_discount
256 to take at that frequency. This is appropriate only when the normal
257 frequency for all packages is monthly, and is an error otherwise. Use
258 C<pkg_list> to limit the set of packages included in billing.
262 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
266 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
270 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
272 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
276 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
280 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
284 This boolean value informs the us that the package is being cancelled. This
285 typically might mean not charging the normal recurring fee but only usage
286 fees since the last billing. Setup charges may be charged. Not all package
287 plans support this feature (they tend to charge 0).
291 Prevent the resetting of usage limits during this call.
295 Do not save the generated bill in the database. Useful with return_bill
299 A list reference on which the generated bill(s) will be returned.
303 Optional terms to be printed on this invoice. Otherwise, customer-specific
304 terms or the default terms are used.
311 my( $self, %options ) = @_;
313 return '' if $self->payby eq 'COMP';
315 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
317 warn "$me bill customer ". $self->custnum. "\n"
320 my $time = $options{'time'} || time;
321 my $invoice_time = $options{'invoice_time'} || $time;
323 $options{'not_pkgpart'} ||= {};
324 $options{'not_pkgpart'} = { map { $_ => 1 }
325 split(/\s*,\s*/, $options{'not_pkgpart'})
327 unless ref($options{'not_pkgpart'});
329 local $SIG{HUP} = 'IGNORE';
330 local $SIG{INT} = 'IGNORE';
331 local $SIG{QUIT} = 'IGNORE';
332 local $SIG{TERM} = 'IGNORE';
333 local $SIG{TSTP} = 'IGNORE';
334 local $SIG{PIPE} = 'IGNORE';
336 my $oldAutoCommit = $FS::UID::AutoCommit;
337 local $FS::UID::AutoCommit = 0;
340 warn "$me acquiring lock on customer ". $self->custnum. "\n"
343 $self->select_for_update; #mutex
345 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
348 my $error = $self->do_cust_event(
349 'debug' => ( $options{'debug'} || 0 ),
350 'time' => $invoice_time,
351 'check_freq' => $options{'check_freq'},
352 'stage' => 'pre-bill',
354 unless $options{no_commit};
356 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
360 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
363 #keep auto-charge and non-auto-charge line items separate
364 my @passes = ( '', 'no_auto' );
366 my %cust_bill_pkg = map { $_ => [] } @passes;
369 # find the packages which are due for billing, find out how much they are
370 # & generate invoice database.
373 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
374 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
376 my %taxlisthash = map { $_ => {} } @passes;
378 my @precommit_hooks = ();
380 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
381 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
383 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
385 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG;
387 #? to avoid use of uninitialized value errors... ?
388 $cust_pkg->setfield('bill', '')
389 unless defined($cust_pkg->bill);
391 #my $part_pkg = $cust_pkg->part_pkg;
393 my $real_pkgpart = $cust_pkg->pkgpart;
394 my %hash = $cust_pkg->hash;
396 # we could implement this bit as FS::part_pkg::has_hidden, but we already
397 # suffer from performance issues
398 $options{has_hidden} = 0;
399 my @part_pkg = $cust_pkg->part_pkg->self_and_bill_linked;
400 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
402 foreach my $part_pkg ( @part_pkg ) {
404 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
406 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
408 my $next_bill = $cust_pkg->getfield('bill') || 0;
410 while ( $next_bill <= $time ) {
412 $self->_make_lines( 'part_pkg' => $part_pkg,
413 'cust_pkg' => $cust_pkg,
414 'precommit_hooks' => \@precommit_hooks,
415 'line_items' => $cust_bill_pkg{$pass},
416 'setup' => $total_setup{$pass},
417 'recur' => $total_recur{$pass},
418 'tax_matrix' => $taxlisthash{$pass},
420 'real_pkgpart' => $real_pkgpart,
421 'options' => \%options,
424 # Stop if anything goes wrong
427 # or if we're not incrementing the bill date.
428 last if ($cust_pkg->getfield('bill') || 0) == $next_bill;
430 $next_bill = $cust_pkg->getfield('bill') || 0;
432 #stop if -o was passed to freeside-daily
433 last if $options{'one_recur'};
436 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
440 } #foreach my $part_pkg
442 } #foreach my $cust_pkg
444 #if the customer isn't on an automatic payby, everything can go on a single
446 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
447 #merge everything into one list
450 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
452 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
454 next unless @cust_bill_pkg; #don't create an invoice w/o line items
456 warn "$me billing pass $pass\n"
457 #.Dumper(\@cust_bill_pkg)."\n"
460 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
461 !$conf->exists('postal_invoice-recurring_only')
465 my $postal_pkg = $self->charge_postal_fee();
466 if ( $postal_pkg && !ref( $postal_pkg ) ) {
468 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
469 return "can't charge postal invoice fee for customer ".
470 $self->custnum. ": $postal_pkg";
472 } elsif ( $postal_pkg ) {
474 my $real_pkgpart = $postal_pkg->pkgpart;
475 # we could implement this bit as FS::part_pkg::has_hidden, but we already
476 # suffer from performance issues
477 $options{has_hidden} = 0;
478 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
479 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
481 foreach my $part_pkg ( @part_pkg ) {
482 my %postal_options = %options;
483 delete $postal_options{cancel};
485 $self->_make_lines( 'part_pkg' => $part_pkg,
486 'cust_pkg' => $postal_pkg,
487 'precommit_hooks' => \@precommit_hooks,
488 'line_items' => \@cust_bill_pkg,
489 'setup' => $total_setup{$pass},
490 'recur' => $total_recur{$pass},
491 'tax_matrix' => $taxlisthash{$pass},
493 'real_pkgpart' => $real_pkgpart,
494 'options' => \%postal_options,
497 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
502 # it's silly to have a zero value postal_pkg, but....
503 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
509 my $listref_or_error =
510 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
512 unless ( ref( $listref_or_error ) ) {
513 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
514 return $listref_or_error;
517 foreach my $taxline ( @$listref_or_error ) {
518 ${ $total_setup{$pass} } =
519 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
520 push @cust_bill_pkg, $taxline;
524 warn "adding tax adjustments...\n" if $DEBUG > 2;
525 foreach my $cust_tax_adjustment (
526 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
532 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
534 my $itemdesc = $cust_tax_adjustment->taxname;
535 $itemdesc = '' if $itemdesc eq 'Tax';
537 push @cust_bill_pkg, new FS::cust_bill_pkg {
543 'itemdesc' => $itemdesc,
544 'itemcomment' => $cust_tax_adjustment->comment,
545 'cust_tax_adjustment' => $cust_tax_adjustment,
546 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
551 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
553 my @cust_bill = $self->cust_bill;
554 my $balance = $self->balance;
555 my $previous_balance = scalar(@cust_bill)
556 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
559 $previous_balance += $cust_bill[$#cust_bill]->charged
560 if scalar(@cust_bill);
561 #my $balance_adjustments =
562 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
564 warn "creating the new invoice\n" if $DEBUG;
565 #create the new invoice
566 my $cust_bill = new FS::cust_bill ( {
567 'custnum' => $self->custnum,
568 '_date' => $invoice_time,
569 'charged' => $charged,
570 'billing_balance' => $balance,
571 'previous_balance' => $previous_balance,
572 'invoice_terms' => $options{'invoice_terms'},
573 'cust_bill_pkg' => \@cust_bill_pkg,
575 $error = $cust_bill->insert unless $options{no_commit};
577 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
578 return "can't create invoice for customer #". $self->custnum. ": $error";
580 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
582 } #foreach my $pass ( keys %cust_bill_pkg )
584 foreach my $hook ( @precommit_hooks ) {
587 } unless $options{no_commit};
589 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
590 return "$@ running precommit hook $hook\n";
594 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
599 #discard bundled packages of 0 value
600 sub _omit_zero_value_bundles {
603 my @cust_bill_pkg = ();
604 my @cust_bill_pkg_bundle = ();
606 my $discount_show_always = 0;
608 foreach my $cust_bill_pkg ( @in ) {
610 $discount_show_always = ($cust_bill_pkg->get('discounts')
611 && scalar(@{$cust_bill_pkg->get('discounts')})
612 && $conf->exists('discount-show-always'));
614 warn " pkgnum ". $cust_bill_pkg->pkgnum. " sum $sum, ".
615 "setup_show_zero ". $cust_bill_pkg->setup_show_zero.
616 "recur_show_zero ". $cust_bill_pkg->recur_show_zero. "\n"
619 if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
620 push @cust_bill_pkg, @cust_bill_pkg_bundle
622 || ($sum == 0 && ( $discount_show_always
623 || grep {$_->recur_show_zero || $_->setup_show_zero}
624 @cust_bill_pkg_bundle
627 @cust_bill_pkg_bundle = ();
631 $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
632 push @cust_bill_pkg_bundle, $cust_bill_pkg;
636 push @cust_bill_pkg, @cust_bill_pkg_bundle
638 || ($sum == 0 && ( $discount_show_always
639 || grep {$_->recur_show_zero || $_->setup_show_zero}
640 @cust_bill_pkg_bundle
644 warn " _omit_zero_value_bundles: ". scalar(@in).
645 '->'. scalar(@cust_bill_pkg). "\n" #. Dumper(@cust_bill_pkg). "\n"
652 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
654 This is a weird one. Perhaps it should not even be exposed.
656 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
657 Usually used internally by bill method B<bill>.
659 If there is an error, returns the error, otherwise returns reference to a
660 list of line items suitable for insertion.
666 An array ref of the line items being billed.
670 A strange beast. The keys to this hash are internal identifiers consisting
671 of the name of the tax object type, a space, and its unique identifier ( e.g.
672 'cust_main_county 23' ). The values of the hash are listrefs. The first
673 item in the list is the tax object. The remaining items are either line
674 items or floating point values (currency amounts).
676 The taxes are calculated on this entity. Calculated exemption records are
677 transferred to the LINEITEMREF items on the assumption that they are related.
683 This specifies the date appearing on the associated invoice. Some
684 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
690 sub calculate_taxes {
691 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
693 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
695 warn "$me calculate_taxes\n"
696 #.Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
699 my @tax_line_items = ();
701 # keys are tax names (as printed on invoices / itemdesc )
702 # values are listrefs of taxlisthash keys (internal identifiers)
705 # keys are taxlisthash keys (internal identifiers)
706 # values are (cumulative) amounts
709 # keys are taxlisthash keys (internal identifiers)
710 # values are listrefs of cust_bill_pkg_tax_location hashrefs
711 my %tax_location = ();
713 # keys are taxlisthash keys (internal identifiers)
714 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
715 my %tax_rate_location = ();
717 foreach my $tax ( keys %$taxlisthash ) {
718 my $tax_object = shift @{ $taxlisthash->{$tax} };
719 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
720 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
721 my $hashref_or_error =
722 $tax_object->taxline( $taxlisthash->{$tax},
723 'custnum' => $self->custnum,
724 'invoice_time' => $invoice_time
726 return $hashref_or_error unless ref($hashref_or_error);
728 unshift @{ $taxlisthash->{$tax} }, $tax_object;
730 my $name = $hashref_or_error->{'name'};
731 my $amount = $hashref_or_error->{'amount'};
733 #warn "adding $amount as $name\n";
734 $taxname{ $name } ||= [];
735 push @{ $taxname{ $name } }, $tax;
737 $tax{ $tax } += $amount;
739 $tax_location{ $tax } ||= [];
740 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
741 push @{ $tax_location{ $tax } },
743 'taxnum' => $tax_object->taxnum,
744 'taxtype' => ref($tax_object),
745 'pkgnum' => $tax_object->get('pkgnum'),
746 'locationnum' => $tax_object->get('locationnum'),
747 'amount' => sprintf('%.2f', $amount ),
751 $tax_rate_location{ $tax } ||= [];
752 if ( ref($tax_object) eq 'FS::tax_rate' ) {
753 my $taxratelocationnum =
754 $tax_object->tax_rate_location->taxratelocationnum;
755 push @{ $tax_rate_location{ $tax } },
757 'taxnum' => $tax_object->taxnum,
758 'taxtype' => ref($tax_object),
759 'amount' => sprintf('%.2f', $amount ),
760 'locationtaxid' => $tax_object->location,
761 'taxratelocationnum' => $taxratelocationnum,
767 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
768 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
769 foreach my $tax ( keys %$taxlisthash ) {
770 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
771 next unless ref($_) eq 'FS::cust_bill_pkg';
773 my @cust_tax_exempt_pkg = splice( @{ $_->_cust_tax_exempt_pkg } );
775 next unless @cust_tax_exempt_pkg; #just avoiding the prob when irrelevant?
776 die "can't distribute tax exemptions: no line item for ". Dumper($_).
777 " in packagemap ". join(',', sort {$a<=>$b} keys %packagemap). "\n"
778 unless $packagemap{$_->pkgnum};
780 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
781 @cust_tax_exempt_pkg;
785 #consolidate and create tax line items
786 warn "consolidating and generating...\n" if $DEBUG > 2;
787 foreach my $taxname ( keys %taxname ) {
790 my @cust_bill_pkg_tax_location = ();
791 my @cust_bill_pkg_tax_rate_location = ();
792 warn "adding $taxname\n" if $DEBUG > 1;
793 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
794 next if $seen{$taxitem}++;
795 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
796 $tax += $tax{$taxitem};
797 push @cust_bill_pkg_tax_location,
798 map { new FS::cust_bill_pkg_tax_location $_ }
799 @{ $tax_location{ $taxitem } };
800 push @cust_bill_pkg_tax_rate_location,
801 map { new FS::cust_bill_pkg_tax_rate_location $_ }
802 @{ $tax_rate_location{ $taxitem } };
806 $tax = sprintf('%.2f', $tax );
808 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
814 if ( $pkg_category and
815 $conf->config('invoice_latexsummary') ||
816 $conf->config('invoice_htmlsummary')
820 my %hash = ( 'section' => $pkg_category->categoryname );
821 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
825 push @tax_line_items, new FS::cust_bill_pkg {
831 'itemdesc' => $taxname,
832 'display' => \@display,
833 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
834 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
843 my ($self, %params) = @_;
845 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
847 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
848 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
849 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
850 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
851 my $total_setup = $params{setup} or die "no setup accumulator specified";
852 my $total_recur = $params{recur} or die "no recur accumulator specified";
853 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
854 my $time = $params{'time'} or die "no time specified";
855 my (%options) = %{$params{options}};
857 if ( $part_pkg->freq ne '1' and ($options{'freq_override'} || 0) > 0 ) {
858 # this should never happen
859 die 'freq_override billing attempted on non-monthly package '.
864 my $real_pkgpart = $params{real_pkgpart};
865 my %hash = $cust_pkg->hash;
866 my $old_cust_pkg = new FS::cust_pkg \%hash;
871 $cust_pkg->pkgpart($part_pkg->pkgpart);
879 my @setup_discounts = ();
880 my %setup_param = ( 'discounts' => \@setup_discounts );
881 if ( ! $options{recurring_only}
882 and ! $options{cancel}
883 and ( $options{'resetup'}
884 || ( ! $cust_pkg->setup
885 && ( ! $cust_pkg->start_date
886 || $cust_pkg->start_date <= day_end($time)
888 && ( ! $conf->exists('disable_setup_suspended_pkgs')
889 || ( $conf->exists('disable_setup_suspended_pkgs') &&
890 ! $cust_pkg->getfield('susp')
898 warn " bill setup\n" if $DEBUG > 1;
900 unless ( $cust_pkg->waive_setup ) {
903 $setup = eval { $cust_pkg->calc_setup( $time, \@details, \%setup_param ) };
904 return "$@ running calc_setup for $cust_pkg\n"
907 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
910 $cust_pkg->setfield('setup', $time)
911 unless $cust_pkg->setup;
912 #do need it, but it won't get written to the db
913 #|| $cust_pkg->pkgpart != $real_pkgpart;
915 $cust_pkg->setfield('start_date', '')
916 if $cust_pkg->start_date;
924 #XXX unit stuff here too
927 my @recur_discounts = ();
929 if ( ! $cust_pkg->start_date
930 and ( ! $cust_pkg->susp || $part_pkg->option('suspend_bill', 1) )
932 ( $part_pkg->freq ne '0' && ( $cust_pkg->bill || 0 ) <= day_end($time) )
933 || ( $part_pkg->plan eq 'voip_cdr'
934 && $part_pkg->option('bill_every_call')
939 # XXX should this be a package event? probably. events are called
940 # at collection time at the moment, though...
941 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
942 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
943 #don't want to reset usage just cause we want a line item??
944 #&& $part_pkg->pkgpart == $real_pkgpart;
946 warn " bill recur\n" if $DEBUG > 1;
949 # XXX shared with $recur_prog
950 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
954 #over two params! lets at least switch to a hashref for the rest...
955 my $increment_next_bill = ( $part_pkg->freq ne '0'
956 && ( $cust_pkg->getfield('bill') || 0 ) <= day_end($time)
959 my %param = ( %setup_param,
960 'precommit_hooks' => $precommit_hooks,
961 'increment_next_bill' => $increment_next_bill,
962 'discounts' => \@recur_discounts,
963 'real_pkgpart' => $real_pkgpart,
964 'freq_override' => $options{freq_override} || '',
968 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
970 # There may be some part_pkg for which this is wrong. Only those
971 # which can_discount are supported.
972 # (the UI should prevent adding discounts to these at the moment)
974 warn "calling $method on cust_pkg ". $cust_pkg->pkgnum.
975 " for pkgpart ". $cust_pkg->pkgpart.
976 " with params ". join(' / ', map "$_=>$param{$_}", keys %param). "\n"
979 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
980 return "$@ running $method for $cust_pkg\n"
983 if ( $increment_next_bill ) {
985 my $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
986 return "unparsable frequency: ". $part_pkg->freq
989 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
990 # only for figuring next bill date, nothing else, so, reset $sdate again
992 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
993 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
994 $cust_pkg->last_bill($sdate);
996 $cust_pkg->setfield('bill', $next_bill );
1000 if ( $param{'setup_fee'} ) {
1001 # Add an additional setup fee at the billing stage.
1002 # Used for prorate_defer_bill.
1003 $setup += $param{'setup_fee'};
1004 $unitsetup += $param{'setup_fee'};
1008 if ( defined $param{'discount_left_setup'} ) {
1009 foreach my $discount_setup ( values %{$param{'discount_left_setup'}} ) {
1010 $setup -= $discount_setup;
1016 warn "\$setup is undefined" unless defined($setup);
1017 warn "\$recur is undefined" unless defined($recur);
1018 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
1021 # If there's line items, create em cust_bill_pkg records
1022 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
1027 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
1028 # hmm.. and if just the options are modified in some weird price plan?
1030 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
1033 my $error = $cust_pkg->replace( $old_cust_pkg,
1034 'depend_jobnum'=>$options{depend_jobnum},
1035 'options' => { $cust_pkg->options },
1037 unless $options{no_commit};
1038 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
1039 if $error; #just in case
1042 $setup = sprintf( "%.2f", $setup );
1043 $recur = sprintf( "%.2f", $recur );
1044 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
1045 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
1047 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
1048 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
1051 my $discount_show_always = $conf->exists('discount-show-always')
1052 && ( ($setup == 0 && scalar(@setup_discounts))
1053 || ($recur == 0 && scalar(@recur_discounts))
1058 || (!$part_pkg->hidden && $options{has_hidden}) #include some $0 lines
1059 || $discount_show_always
1060 || ($setup == 0 && $cust_pkg->_X_show_zero('setup'))
1061 || ($recur == 0 && $cust_pkg->_X_show_zero('recur'))
1065 warn " charges (setup=$setup, recur=$recur); adding line items\n"
1068 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
1070 warn " adding customer package invoice detail: $_\n"
1071 foreach @cust_pkg_detail;
1073 push @details, @cust_pkg_detail;
1075 my $cust_bill_pkg = new FS::cust_bill_pkg {
1076 'pkgnum' => $cust_pkg->pkgnum,
1078 'unitsetup' => $unitsetup,
1080 'unitrecur' => $unitrecur,
1081 'quantity' => $cust_pkg->quantity,
1082 'details' => \@details,
1083 'discounts' => [ @setup_discounts, @recur_discounts ],
1084 'hidden' => $part_pkg->hidden,
1085 'freq' => $part_pkg->freq,
1088 if ( $part_pkg->recur_temporality eq 'preceding' ) {
1089 $cust_bill_pkg->sdate( $hash{last_bill} );
1090 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
1091 $cust_bill_pkg->edate( $time ) if $options{cancel};
1092 } else { #if ( $part_pkg->recur_temporality eq 'upcoming' ) {
1093 $cust_bill_pkg->sdate( $sdate );
1094 $cust_bill_pkg->edate( $cust_pkg->bill );
1095 #$cust_bill_pkg->edate( $time ) if $options{cancel};
1098 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
1099 unless $part_pkg->pkgpart == $real_pkgpart;
1101 $$total_setup += $setup;
1102 $$total_recur += $recur;
1108 unless ( $discount_show_always ) {
1110 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
1111 return $error if $error;
1114 push @$cust_bill_pkgs, $cust_bill_pkg;
1116 } #if $setup != 0 || $recur != 0
1126 my $part_pkg = shift;
1127 my $taxlisthash = shift;
1128 my $cust_bill_pkg = shift;
1129 my $cust_pkg = shift;
1130 my $invoice_time = shift;
1131 my $real_pkgpart = shift;
1132 my $options = shift;
1134 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1136 my %cust_bill_pkg = ();
1140 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
1141 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
1142 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
1143 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
1145 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
1147 if ( $conf->exists('enable_taxproducts')
1148 && ( scalar($part_pkg->part_pkg_taxoverride)
1149 || $part_pkg->has_taxproduct
1154 foreach my $class (@classes) {
1155 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class, $cust_pkg );
1156 return $err_or_ref unless ref($err_or_ref);
1157 $taxes{$class} = $err_or_ref;
1160 unless (exists $taxes{''}) {
1161 my $err_or_ref = $self->_gather_taxes( $part_pkg, '', $cust_pkg );
1162 return $err_or_ref unless ref($err_or_ref);
1163 $taxes{''} = $err_or_ref;
1168 my @loc_keys = qw( city county state country );
1170 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1171 my $cust_location = $cust_pkg->cust_location;
1172 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
1175 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
1178 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
1181 $taxhash{'taxclass'} = $part_pkg->taxclass;
1184 my %taxhash_elim = %taxhash;
1185 my @elim = qw( city county state );
1188 #first try a match with taxclass
1189 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1191 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1192 #then try a match without taxclass
1193 my %no_taxclass = %taxhash_elim;
1194 $no_taxclass{ 'taxclass' } = '';
1195 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1198 $taxhash_elim{ shift(@elim) } = '';
1200 } while ( !scalar(@taxes) && scalar(@elim) );
1202 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
1204 if $self->cust_main_exemption; #just to be safe
1206 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1208 $_->set('pkgnum', $cust_pkg->pkgnum );
1209 $_->set('locationnum', $cust_pkg->locationnum );
1213 $taxes{''} = [ @taxes ];
1214 $taxes{'setup'} = [ @taxes ];
1215 $taxes{'recur'} = [ @taxes ];
1216 $taxes{$_} = [ @taxes ] foreach (@classes);
1218 # # maybe eliminate this entirely, along with all the 0% records
1219 # unless ( @taxes ) {
1221 # "fatal: can't find tax rate for state/county/country/taxclass ".
1222 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
1225 } #if $conf->exists('enable_taxproducts') ...
1229 #what's this doing in the middle of _handle_taxes? probably should split
1230 #this into three parts above in _make_lines
1231 $cust_bill_pkg->set_display( part_pkg => $part_pkg,
1232 real_pkgpart => $real_pkgpart,
1235 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
1236 foreach my $key (keys %tax_cust_bill_pkg) {
1237 my @taxes = @{ $taxes{$key} || [] };
1238 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
1240 my %localtaxlisthash = ();
1241 foreach my $tax ( @taxes ) {
1243 my $taxname = ref( $tax ). ' '. $tax->taxnum;
1244 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
1245 # ' locationnum'. $cust_pkg->locationnum
1246 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
1248 $taxlisthash->{ $taxname } ||= [ $tax ];
1249 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
1251 $localtaxlisthash{ $taxname } ||= [ $tax ];
1252 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
1256 warn "finding taxed taxes...\n" if $DEBUG > 2;
1257 foreach my $tax ( keys %localtaxlisthash ) {
1258 my $tax_object = shift @{ $localtaxlisthash{$tax} };
1259 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
1261 next unless $tax_object->can('tax_on_tax');
1263 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
1264 my $totname = ref( $tot ). ' '. $tot->taxnum;
1266 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
1268 next unless exists( $localtaxlisthash{ $totname } ); # only increase
1270 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
1271 my $hashref_or_error =
1272 $tax_object->taxline( $localtaxlisthash{$tax},
1273 'custnum' => $self->custnum,
1274 'invoice_time' => $invoice_time,
1276 return $hashref_or_error
1277 unless ref($hashref_or_error);
1279 $taxlisthash->{ $totname } ||= [ $tot ];
1280 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
1292 my $part_pkg = shift;
1294 my $cust_pkg = shift;
1296 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1299 if ( $cust_pkg->locationnum && $conf->exists('tax-pkg_address') ) {
1300 $geocode = $cust_pkg->cust_location->geocode('cch');
1302 $geocode = $self->geocode('cch');
1307 my @taxclassnums = map { $_->taxclassnum }
1308 $part_pkg->part_pkg_taxoverride($class);
1310 unless (@taxclassnums) {
1311 @taxclassnums = map { $_->taxclassnum }
1312 grep { $_->taxable eq 'Y' }
1313 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
1315 warn "Found taxclassnum values of ". join(',', @taxclassnums)
1320 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
1322 @taxes = qsearch({ 'table' => 'tax_rate',
1323 'hashref' => { 'geocode' => $geocode, },
1324 'extra_sql' => $extra_sql,
1326 if scalar(@taxclassnums);
1328 warn "Found taxes ".
1329 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
1336 =item collect [ HASHREF | OPTION => VALUE ... ]
1338 (Attempt to) collect money for this customer's outstanding invoices (see
1339 L<FS::cust_bill>). Usually used after the bill method.
1341 Actions are now triggered by billing events; see L<FS::part_event> and the
1342 billing events web interface. Old-style invoice events (see
1343 L<FS::part_bill_event>) have been deprecated.
1345 If there is an error, returns the error, otherwise returns false.
1347 Options are passed as name-value pairs.
1349 Currently available options are:
1355 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
1359 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1363 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1367 set true to surpress email card/ACH decline notices.
1371 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1377 # allows for one time override of normal customer billing method
1382 my( $self, %options ) = @_;
1384 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1386 my $invoice_time = $options{'invoice_time'} || time;
1389 local $SIG{HUP} = 'IGNORE';
1390 local $SIG{INT} = 'IGNORE';
1391 local $SIG{QUIT} = 'IGNORE';
1392 local $SIG{TERM} = 'IGNORE';
1393 local $SIG{TSTP} = 'IGNORE';
1394 local $SIG{PIPE} = 'IGNORE';
1396 my $oldAutoCommit = $FS::UID::AutoCommit;
1397 local $FS::UID::AutoCommit = 0;
1400 $self->select_for_update; #mutex
1403 my $balance = $self->balance;
1404 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1407 if ( exists($options{'retry_card'}) ) {
1408 carp 'retry_card option passed to collect is deprecated; use retry';
1409 $options{'retry'} ||= $options{'retry_card'};
1411 if ( exists($options{'retry'}) && $options{'retry'} ) {
1412 my $error = $self->retry_realtime;
1414 $dbh->rollback if $oldAutoCommit;
1419 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1421 #never want to roll back an event just because it returned an error
1422 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1424 $self->do_cust_event(
1425 'debug' => ( $options{'debug'} || 0 ),
1426 'time' => $invoice_time,
1427 'check_freq' => $options{'check_freq'},
1428 'stage' => 'collect',
1433 =item retry_realtime
1435 Schedules realtime / batch credit card / electronic check / LEC billing
1436 events for for retry. Useful if card information has changed or manual
1437 retry is desired. The 'collect' method must be called to actually retry
1440 Implementation details: For either this customer, or for each of this
1441 customer's open invoices, changes the status of the first "done" (with
1442 statustext error) realtime processing event to "failed".
1446 sub retry_realtime {
1449 local $SIG{HUP} = 'IGNORE';
1450 local $SIG{INT} = 'IGNORE';
1451 local $SIG{QUIT} = 'IGNORE';
1452 local $SIG{TERM} = 'IGNORE';
1453 local $SIG{TSTP} = 'IGNORE';
1454 local $SIG{PIPE} = 'IGNORE';
1456 my $oldAutoCommit = $FS::UID::AutoCommit;
1457 local $FS::UID::AutoCommit = 0;
1460 #a little false laziness w/due_cust_event (not too bad, really)
1462 my $join = FS::part_event_condition->join_conditions_sql;
1463 my $order = FS::part_event_condition->order_conditions_sql;
1466 . join ( ' OR ' , map {
1467 my $cust_join = FS::part_event->eventtables_cust_join->{$_} || '';
1468 my $custnum = FS::part_event->eventtables_custnum->{$_};
1469 "( part_event.eventtable = " . dbh->quote($_)
1470 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key
1471 . " from $_ $cust_join"
1472 . " where $custnum = " . dbh->quote( $self->custnum ) . "))" ;
1473 } FS::part_event->eventtables)
1476 #here is the agent virtualization
1477 my $agent_virt = " ( part_event.agentnum IS NULL
1478 OR part_event.agentnum = ". $self->agentnum. ' )';
1480 #XXX this shouldn't be hardcoded, actions should declare it...
1481 my @realtime_events = qw(
1482 cust_bill_realtime_card
1483 cust_bill_realtime_check
1484 cust_bill_realtime_lec
1488 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
1493 my @cust_event = qsearchs({
1494 'table' => 'cust_event',
1495 'select' => 'cust_event.*',
1496 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1497 'hashref' => { 'status' => 'done' },
1498 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
1499 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1502 my %seen_invnum = ();
1503 foreach my $cust_event (@cust_event) {
1505 #max one for the customer, one for each open invoice
1506 my $cust_X = $cust_event->cust_X;
1507 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1511 or $cust_event->part_event->eventtable eq 'cust_bill'
1514 my $error = $cust_event->retry;
1516 $dbh->rollback if $oldAutoCommit;
1517 return "error scheduling event for retry: $error";
1522 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1527 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1529 Runs billing events; see L<FS::part_event> and the billing events web
1532 If there is an error, returns the error, otherwise returns false.
1534 Options are passed as name-value pairs.
1536 Currently available options are:
1542 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
1546 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1550 "collect" (the default) or "pre-bill"
1554 set true to surpress email card/ACH decline notices.
1558 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1565 # allows for one time override of normal customer billing method
1569 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1572 my( $self, %options ) = @_;
1574 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1576 my $time = $options{'time'} || time;
1579 local $SIG{HUP} = 'IGNORE';
1580 local $SIG{INT} = 'IGNORE';
1581 local $SIG{QUIT} = 'IGNORE';
1582 local $SIG{TERM} = 'IGNORE';
1583 local $SIG{TSTP} = 'IGNORE';
1584 local $SIG{PIPE} = 'IGNORE';
1586 my $oldAutoCommit = $FS::UID::AutoCommit;
1587 local $FS::UID::AutoCommit = 0;
1590 $self->select_for_update; #mutex
1593 my $balance = $self->balance;
1594 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
1597 # if ( exists($options{'retry_card'}) ) {
1598 # carp 'retry_card option passed to collect is deprecated; use retry';
1599 # $options{'retry'} ||= $options{'retry_card'};
1601 # if ( exists($options{'retry'}) && $options{'retry'} ) {
1602 # my $error = $self->retry_realtime;
1604 # $dbh->rollback if $oldAutoCommit;
1609 # false laziness w/pay_batch::import_results
1611 my $due_cust_event = $self->due_cust_event(
1612 'debug' => ( $options{'debug'} || 0 ),
1614 'check_freq' => $options{'check_freq'},
1615 'stage' => ( $options{'stage'} || 'collect' ),
1617 unless( ref($due_cust_event) ) {
1618 $dbh->rollback if $oldAutoCommit;
1619 return $due_cust_event;
1622 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1623 #never want to roll back an event just because it or a different one
1625 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1627 foreach my $cust_event ( @$due_cust_event ) {
1631 #re-eval event conditions (a previous event could have changed things)
1632 unless ( $cust_event->test_conditions ) {
1633 #don't leave stray "new/locked" records around
1634 my $error = $cust_event->delete;
1635 return $error if $error;
1640 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
1641 if $options{'quiet'};
1642 warn " running cust_event ". $cust_event->eventnum. "\n"
1645 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
1646 if ( my $error = $cust_event->do_event( 'time' => $time ) ) {
1647 #XXX wtf is this? figure out a proper dealio with return value
1659 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
1661 Inserts database records for and returns an ordered listref of new events due
1662 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
1663 events are due, an empty listref is returned. If there is an error, returns a
1664 scalar error message.
1666 To actually run the events, call each event's test_condition method, and if
1667 still true, call the event's do_event method.
1669 Options are passed as a hashref or as a list of name-value pairs. Available
1676 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
1680 "collect" (the default) or "pre-bill"
1684 "Current time" for the events.
1688 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1692 Only return events for the specified eventtable (by default, events of all eventtables are returned)
1696 Explicitly pass the objects to be tested (typically used with eventtable).
1700 Set to true to return the objects, but not actually insert them into the
1707 sub due_cust_event {
1709 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
1712 #my $DEBUG = $opt{'debug'}
1713 local($DEBUG) = $opt{'debug'}
1714 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
1715 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1717 warn "$me due_cust_event called with options ".
1718 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
1721 $opt{'time'} ||= time;
1723 local $SIG{HUP} = 'IGNORE';
1724 local $SIG{INT} = 'IGNORE';
1725 local $SIG{QUIT} = 'IGNORE';
1726 local $SIG{TERM} = 'IGNORE';
1727 local $SIG{TSTP} = 'IGNORE';
1728 local $SIG{PIPE} = 'IGNORE';
1730 my $oldAutoCommit = $FS::UID::AutoCommit;
1731 local $FS::UID::AutoCommit = 0;
1734 $self->select_for_update #mutex
1735 unless $opt{testonly};
1738 # find possible events (initial search)
1741 my @cust_event = ();
1743 my @eventtable = $opt{'eventtable'}
1744 ? ( $opt{'eventtable'} )
1745 : FS::part_event->eventtables_runorder;
1747 my $check_freq = $opt{'check_freq'} || '1d';
1749 foreach my $eventtable ( @eventtable ) {
1752 if ( $opt{'objects'} ) {
1754 @objects = @{ $opt{'objects'} };
1756 } elsif ( $eventtable eq 'cust_main' ) {
1758 @objects = ( $self );
1762 my $cm_join = " LEFT JOIN cust_main USING ( custnum )";
1763 # linkage not needed here because FS::cust_main->$eventtable will
1766 #some false laziness w/Cron::bill bill_where
1768 my $join = FS::part_event_condition->join_conditions_sql( $eventtable);
1769 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
1770 'time'=>$opt{'time'},
1772 $where = $where ? "AND $where" : '';
1774 my $are_part_event =
1775 "EXISTS ( SELECT 1 FROM part_event $join
1776 WHERE check_freq = '$check_freq'
1777 AND eventtable = '$eventtable'
1778 AND ( disabled = '' OR disabled IS NULL )
1784 @objects = $self->$eventtable(
1785 'addl_from' => $cm_join,
1786 'extra_sql' => " AND $are_part_event",
1788 } # if ( !$opt{objects} and $eventtable ne 'cust_main' )
1790 my @e_cust_event = ();
1792 my $linkage = FS::part_event->eventtables_cust_join->{$eventtable} || '';
1794 my $cross = "CROSS JOIN $eventtable $linkage";
1795 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
1796 unless $eventtable eq 'cust_main';
1798 foreach my $object ( @objects ) {
1800 #this first search uses the condition_sql magic for optimization.
1801 #the more possible events we can eliminate in this step the better
1803 my $cross_where = '';
1804 my $pkey = $object->primary_key;
1805 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
1807 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
1809 FS::part_event_condition->where_conditions_sql( $eventtable,
1810 'time'=>$opt{'time'}
1812 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
1814 $extra_sql = "AND $extra_sql" if $extra_sql;
1816 #here is the agent virtualization
1817 $extra_sql .= " AND ( part_event.agentnum IS NULL
1818 OR part_event.agentnum = ". $self->agentnum. ' )';
1820 $extra_sql .= " $order";
1822 warn "searching for events for $eventtable ". $object->$pkey. "\n"
1823 if $opt{'debug'} > 2;
1824 my @part_event = qsearch( {
1825 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
1826 'select' => 'part_event.*',
1827 'table' => 'part_event',
1828 'addl_from' => "$cross $join",
1829 'hashref' => { 'check_freq' => $check_freq,
1830 'eventtable' => $eventtable,
1833 'extra_sql' => "AND $cross_where $extra_sql",
1837 my $pkey = $object->primary_key;
1838 warn " ". scalar(@part_event).
1839 " possible events found for $eventtable ". $object->$pkey(). "\n";
1842 push @e_cust_event, map {
1843 $_->new_cust_event($object, 'time' => $opt{'time'})
1848 warn " ". scalar(@e_cust_event).
1849 " subtotal possible cust events found for $eventtable\n"
1852 push @cust_event, @e_cust_event;
1856 warn " ". scalar(@cust_event).
1857 " total possible cust events found in initial search\n"
1865 $opt{stage} ||= 'collect';
1867 grep { my $stage = $_->part_event->event_stage;
1868 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
1878 @cust_event = grep $_->test_conditions( 'stats_hashref' => \%unsat ),
1881 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
1884 warn " invalid conditions not eliminated with condition_sql:\n".
1885 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
1886 if keys %unsat && $DEBUG; # > 1;
1892 unless( $opt{testonly} ) {
1893 foreach my $cust_event ( @cust_event ) {
1895 my $error = $cust_event->insert();
1897 $dbh->rollback if $oldAutoCommit;
1904 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1910 warn " returning events: ". Dumper(@cust_event). "\n"
1917 =item apply_payments_and_credits [ OPTION => VALUE ... ]
1919 Applies unapplied payments and credits.
1921 In most cases, this new method should be used in place of sequential
1922 apply_payments and apply_credits methods.
1924 A hash of optional arguments may be passed. Currently "manual" is supported.
1925 If true, a payment receipt is sent instead of a statement when
1926 'payment_receipt_email' configuration option is set.
1928 If there is an error, returns the error, otherwise returns false.
1932 sub apply_payments_and_credits {
1933 my( $self, %options ) = @_;
1935 local $SIG{HUP} = 'IGNORE';
1936 local $SIG{INT} = 'IGNORE';
1937 local $SIG{QUIT} = 'IGNORE';
1938 local $SIG{TERM} = 'IGNORE';
1939 local $SIG{TSTP} = 'IGNORE';
1940 local $SIG{PIPE} = 'IGNORE';
1942 my $oldAutoCommit = $FS::UID::AutoCommit;
1943 local $FS::UID::AutoCommit = 0;
1946 $self->select_for_update; #mutex
1948 foreach my $cust_bill ( $self->open_cust_bill ) {
1949 my $error = $cust_bill->apply_payments_and_credits(%options);
1951 $dbh->rollback if $oldAutoCommit;
1952 return "Error applying: $error";
1956 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1961 =item apply_credits OPTION => VALUE ...
1963 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
1964 to outstanding invoice balances in chronological order (or reverse
1965 chronological order if the I<order> option is set to B<newest>) and returns the
1966 value of any remaining unapplied credits available for refund (see
1967 L<FS::cust_refund>).
1969 Dies if there is an error.
1977 local $SIG{HUP} = 'IGNORE';
1978 local $SIG{INT} = 'IGNORE';
1979 local $SIG{QUIT} = 'IGNORE';
1980 local $SIG{TERM} = 'IGNORE';
1981 local $SIG{TSTP} = 'IGNORE';
1982 local $SIG{PIPE} = 'IGNORE';
1984 my $oldAutoCommit = $FS::UID::AutoCommit;
1985 local $FS::UID::AutoCommit = 0;
1988 $self->select_for_update; #mutex
1990 unless ( $self->total_unapplied_credits ) {
1991 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1995 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
1996 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
1998 my @invoices = $self->open_cust_bill;
1999 @invoices = sort { $b->_date <=> $a->_date } @invoices
2000 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
2002 if ( $conf->exists('pkg-balances') ) {
2003 # limit @credits to those w/ a pkgnum grepped from $self
2005 foreach my $i (@invoices) {
2006 foreach my $li ( $i->cust_bill_pkg ) {
2007 $pkgnums{$li->pkgnum} = 1;
2010 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
2015 foreach my $cust_bill ( @invoices ) {
2017 if ( !defined($credit) || $credit->credited == 0) {
2018 $credit = pop @credits or last;
2022 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
2023 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
2025 $owed = $cust_bill->owed;
2027 unless ( $owed > 0 ) {
2028 push @credits, $credit;
2032 my $amount = min( $credit->credited, $owed );
2034 my $cust_credit_bill = new FS::cust_credit_bill ( {
2035 'crednum' => $credit->crednum,
2036 'invnum' => $cust_bill->invnum,
2037 'amount' => $amount,
2039 $cust_credit_bill->pkgnum( $credit->pkgnum )
2040 if $conf->exists('pkg-balances') && $credit->pkgnum;
2041 my $error = $cust_credit_bill->insert;
2043 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2047 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2051 my $total_unapplied_credits = $self->total_unapplied_credits;
2053 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2055 return $total_unapplied_credits;
2058 =item apply_payments [ OPTION => VALUE ... ]
2060 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
2061 to outstanding invoice balances in chronological order.
2063 #and returns the value of any remaining unapplied payments.
2065 A hash of optional arguments may be passed. Currently "manual" is supported.
2066 If true, a payment receipt is sent instead of a statement when
2067 'payment_receipt_email' configuration option is set.
2069 Dies if there is an error.
2073 sub apply_payments {
2074 my( $self, %options ) = @_;
2076 local $SIG{HUP} = 'IGNORE';
2077 local $SIG{INT} = 'IGNORE';
2078 local $SIG{QUIT} = 'IGNORE';
2079 local $SIG{TERM} = 'IGNORE';
2080 local $SIG{TSTP} = 'IGNORE';
2081 local $SIG{PIPE} = 'IGNORE';
2083 my $oldAutoCommit = $FS::UID::AutoCommit;
2084 local $FS::UID::AutoCommit = 0;
2087 $self->select_for_update; #mutex
2091 my @payments = sort { $b->_date <=> $a->_date }
2092 grep { $_->unapplied > 0 }
2095 my @invoices = sort { $a->_date <=> $b->_date}
2096 grep { $_->owed > 0 }
2099 if ( $conf->exists('pkg-balances') ) {
2100 # limit @payments to those w/ a pkgnum grepped from $self
2102 foreach my $i (@invoices) {
2103 foreach my $li ( $i->cust_bill_pkg ) {
2104 $pkgnums{$li->pkgnum} = 1;
2107 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2112 foreach my $cust_bill ( @invoices ) {
2114 if ( !defined($payment) || $payment->unapplied == 0 ) {
2115 $payment = pop @payments or last;
2119 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2120 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2122 $owed = $cust_bill->owed;
2124 unless ( $owed > 0 ) {
2125 push @payments, $payment;
2129 my $amount = min( $payment->unapplied, $owed );
2132 'paynum' => $payment->paynum,
2133 'invnum' => $cust_bill->invnum,
2134 'amount' => $amount,
2136 $cbp->{_date} = $payment->_date
2137 if $options{'manual'} && $options{'backdate_application'};
2138 my $cust_bill_pay = new FS::cust_bill_pay($cbp);
2139 $cust_bill_pay->pkgnum( $payment->pkgnum )
2140 if $conf->exists('pkg-balances') && $payment->pkgnum;
2141 my $error = $cust_bill_pay->insert(%options);
2143 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2147 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2151 my $total_unapplied_payments = $self->total_unapplied_payments;
2153 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2155 return $total_unapplied_payments;
2165 suspend_adjourned_pkgs
2168 (do_cust_event pre-bill)
2171 (vendor-only) _gather_taxes
2172 _omit_zero_value_bundles
2175 apply_payments_and_credits
2184 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>