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 );
13 use FS::cust_bill_pkg;
14 use FS::cust_bill_pkg_display;
15 use FS::cust_bill_pay;
16 use FS::cust_credit_bill;
17 use FS::cust_tax_adjustment;
19 use FS::tax_rate_location;
20 use FS::cust_bill_pkg_tax_location;
21 use FS::cust_bill_pkg_tax_rate_location;
23 use FS::part_event_condition;
25 use FS::FeeOrigin_Mixin;
29 # 1 is mostly method/subroutine entry and options
30 # 2 traces progress of some operations
31 # 3 is even more information including possibly sensitive data
33 $me = '[FS::cust_main::Billing]';
35 install_callback FS::UID sub {
37 #yes, need it for stuff below (prolly should be cached)
42 FS::cust_main::Billing - Billing mixin for cust_main
48 These methods are available on FS::cust_main objects.
54 =item bill_and_collect
56 Cancels and suspends any packages due, generates bills, applies payments and
57 credits, and applies collection events to run cards, send bills and notices,
60 Any errors prevent subsequent operations from continuing and die (but see the
63 Options are passed as name-value pairs. Currently available options are:
69 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:
73 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
77 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.
81 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
85 If set true, re-charges setup fees.
89 If set any errors prevent subsequent operations from continusing. If set
90 specifically to "return", returns the error (or false, if there is no error).
91 Any other true value causes errors to die.
95 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)
99 Optional FS::queue entry to receive status updates.
103 Options are passed to the B<bill> and B<collect> methods verbatim, so all
104 options of those methods are also available.
108 sub bill_and_collect {
109 my( $self, %options ) = @_;
111 my $log = FS::Log->new('FS::cust_main::Billing::bill_and_collect');
112 my %logopt = (object => $self);
113 $log->debug('start', %logopt);
117 #$options{actual_time} not $options{time} because freeside-daily -d is for
118 #pre-printing invoices
120 $options{'actual_time'} ||= time;
121 my $job = $options{'job'};
123 my $actual_time = ( $conf->exists('next-bill-ignore-time')
124 ? day_end( $options{actual_time} )
125 : $options{actual_time}
128 $job->update_statustext('0,cleaning expired packages') if $job;
129 $log->debug('canceling expired packages', %logopt);
130 $error = $self->cancel_expired_pkgs( $actual_time );
132 $error = "Error expiring custnum ". $self->custnum. ": $error";
133 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
137 $log->debug('suspending adjourned packages', %logopt);
138 $error = $self->suspend_adjourned_pkgs( $actual_time );
140 $error = "Error adjourning custnum ". $self->custnum. ": $error";
141 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
145 $log->debug('unsuspending resumed packages', %logopt);
146 $error = $self->unsuspend_resumed_pkgs( $actual_time );
148 $error = "Error resuming custnum ".$self->custnum. ": $error";
149 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
153 $job->update_statustext('20,billing packages') if $job;
154 $log->debug('billing packages', %logopt);
155 $error = $self->bill( %options );
157 $error = "Error billing custnum ". $self->custnum. ": $error";
158 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
162 $job->update_statustext('50,applying payments and credits') if $job;
163 $log->debug('applying payments and credits', %logopt);
164 $error = $self->apply_payments_and_credits;
166 $error = "Error applying custnum ". $self->custnum. ": $error";
167 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
171 # In a batch tax environment, do not run collection if any pending
172 # invoices were created. Collection will run after the next tax batch.
173 my $tax = FS::TaxEngine->new;
174 if ( $tax->info->{batch} and
175 qsearch('cust_bill', { custnum => $self->custnum, pending => 'Y' })
178 warn "skipped collection for custnum ".$self->custnum.
179 " due to pending invoices\n" if $DEBUG;
180 } elsif ( $conf->exists('cancelled_cust-noevents')
181 && ! $self->num_ncancelled_pkgs )
183 warn "skipped collection for custnum ".$self->custnum.
184 " because they have no active packages\n" if $DEBUG;
186 # run collection normally
187 $job->update_statustext('70,running collection events') if $job;
188 $log->debug('running collection events', %logopt);
189 $error = $self->collect( %options );
191 $error = "Error collecting custnum ". $self->custnum. ": $error";
192 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
197 $job->update_statustext('100,finished') if $job;
198 $log->debug('finish', %logopt);
204 sub cancel_expired_pkgs {
205 my ( $self, $time, %options ) = @_;
207 my @cancel_pkgs = $self->ncancelled_pkgs( {
208 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
213 my @really_cancel_pkgs = ();
214 my @cancel_reasons = ();
216 CUST_PKG: foreach my $cust_pkg ( @cancel_pkgs ) {
217 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
219 if ( $cust_pkg->change_to_pkgnum ) {
221 my $new_pkg = FS::cust_pkg->by_key($cust_pkg->change_to_pkgnum);
223 push @errors, 'can\'t change pkgnum '.$cust_pkg->pkgnum.' to pkgnum '.
224 $cust_pkg->change_to_pkgnum.'; not expiring';
227 my $error = $cust_pkg->change( 'cust_pkg' => $new_pkg,
228 'unprotect_svcs' => 1,
230 push @errors, $error if $error && ref($error) ne 'FS::cust_pkg';
232 } else { # just cancel it
234 push @really_cancel_pkgs, $cust_pkg;
235 push @cancel_reasons, $cpr;
240 if (@really_cancel_pkgs) {
242 my %cancel_opt = ( 'cust_pkg' => \@really_cancel_pkgs,
243 'cust_pkg_reason' => \@cancel_reasons,
247 push @errors, $self->cancel_pkgs(%cancel_opt);
251 join(' / ', @errors);
255 sub suspend_adjourned_pkgs {
256 my ( $self, $time, %options ) = @_;
258 my @susp_pkgs = $self->ncancelled_pkgs( {
260 " AND ( susp IS NULL OR susp = 0 )
261 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
262 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
267 #only because there's no SQL test for is_prepaid :/
269 grep { ( $_->part_pkg->is_prepaid
274 && $_->adjourn <= $time
282 foreach my $cust_pkg ( @susp_pkgs ) {
283 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
284 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
285 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
286 'reason_otaker' => $cpr->otaker
290 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
293 join(' / ', @errors);
297 sub unsuspend_resumed_pkgs {
298 my ( $self, $time, %options ) = @_;
300 my @unsusp_pkgs = $self->ncancelled_pkgs( {
301 'extra_sql' => " AND resume IS NOT NULL AND resume > 0 AND resume <= $time "
306 foreach my $cust_pkg ( @unsusp_pkgs ) {
307 my $error = $cust_pkg->unsuspend( 'time' => $time );
308 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
311 join(' / ', @errors);
317 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
318 conjunction with the collect method by calling B<bill_and_collect>.
320 If there is an error, returns the error, otherwise returns false.
322 Options are passed as name-value pairs. Currently available options are:
328 If set true, re-charges setup fees.
332 If set true then only bill recurring charges, not setup, usage, one time
337 If set, then override the normal frequency and look for a part_pkg_discount
338 to take at that frequency. This is appropriate only when the normal
339 frequency for all packages is monthly, and is an error otherwise. Use
340 C<pkg_list> to limit the set of packages included in billing.
344 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:
348 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
352 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
354 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
358 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
362 Do not bill prepaid packages. Used by freeside-daily.
366 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.
370 This boolean value informs the us that the package is being cancelled. This
371 typically might mean not charging the normal recurring fee but only usage
372 fees since the last billing. Setup charges may be charged. Not all package
373 plans support this feature (they tend to charge 0).
377 Prevent the resetting of usage limits during this call.
381 Do not save the generated bill in the database. Useful with return_bill
385 A list reference on which the generated bill(s) will be returned.
389 Boolean value; indicates that this is an estimate rather than a "tax invoice".
390 This will be passed through to the tax engine, as online tax services
391 sometimes need to know it for reporting purposes. Otherwise it has no effect.
395 Optional terms to be printed on this invoice. Otherwise, customer-specific
396 terms or the default terms are used.
403 my( $self, %options ) = @_;
405 return '' if $self->complimentary eq 'Y';
407 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
408 my $log = FS::Log->new('FS::cust_main::Billing::bill');
409 my %logopt = (object => $self);
411 $log->debug('start', %logopt);
412 warn "$me bill customer ". $self->custnum. "\n"
415 my $time = $options{'time'} || time;
416 my $invoice_time = $options{'invoice_time'} || $time;
418 my $cmp_time = ( $conf->exists('next-bill-ignore-time')
423 $options{'not_pkgpart'} ||= {};
424 $options{'not_pkgpart'} = { map { $_ => 1 }
425 split(/\s*,\s*/, $options{'not_pkgpart'})
427 unless ref($options{'not_pkgpart'});
429 local $SIG{HUP} = 'IGNORE';
430 local $SIG{INT} = 'IGNORE';
431 local $SIG{QUIT} = 'IGNORE';
432 local $SIG{TERM} = 'IGNORE';
433 local $SIG{TSTP} = 'IGNORE';
434 local $SIG{PIPE} = 'IGNORE';
436 my $oldAutoCommit = $FS::UID::AutoCommit;
437 local $FS::UID::AutoCommit = 0;
440 $log->debug('acquiring lock', %logopt);
441 warn "$me acquiring lock on customer ". $self->custnum. "\n"
444 $self->select_for_update; #mutex
446 $log->debug('running pre-bill events', %logopt);
447 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
450 my $error = $self->do_cust_event(
451 'debug' => ( $options{'debug'} || 0 ),
452 'time' => $invoice_time,
453 'check_freq' => $options{'check_freq'},
454 'stage' => 'pre-bill',
456 unless $options{no_commit};
458 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
462 $log->debug('done running pre-bill events', %logopt);
463 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
466 #keep auto-charge and non-auto-charge line items separate
467 my @passes = ( '', 'no_auto' );
469 my %cust_bill_pkg = map { $_ => [] } @passes;
472 # find the packages which are due for billing, find out how much they are
473 # & generate invoice database.
476 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
477 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
479 my @precommit_hooks = ();
481 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
484 my $tax_is_batch = '';
486 $tax_engines{$_} = FS::TaxEngine->new(cust_main => $self,
487 invoice_time => $invoice_time,
488 cancel => $options{cancel},
489 estimate => $options{estimate},
491 $tax_is_batch ||= $tax_engines{$_}->info->{batch};
494 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
496 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
498 my $part_pkg = $cust_pkg->part_pkg;
500 next if $options{'no_prepaid'} && $part_pkg->is_prepaid;
502 $log->debug('bill package '. $cust_pkg->pkgnum, %logopt);
503 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG;
505 #? to avoid use of uninitialized value errors... ?
506 $cust_pkg->setfield('bill', '')
507 unless defined($cust_pkg->bill);
509 my $real_pkgpart = $cust_pkg->pkgpart;
510 my %hash = $cust_pkg->hash;
512 # we could implement this bit as FS::part_pkg::has_hidden, but we already
513 # suffer from performance issues
514 $options{has_hidden} = 0;
515 my @part_pkg = $part_pkg->self_and_bill_linked;
516 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
518 # if this package was changed from another package,
519 # and it hasn't been billed since then,
520 # and package balances are enabled,
521 if ( $cust_pkg->change_pkgnum
522 and $cust_pkg->change_date >= ($cust_pkg->last_bill || 0)
523 and $cust_pkg->change_date < $invoice_time
524 and $conf->exists('pkg-balances') )
526 # _transfer_balance will also create the appropriate credit
527 my @transfer_items = $self->_transfer_balance($cust_pkg);
528 # $part_pkg[0] is the "real" part_pkg
529 my $pass = ($cust_pkg->no_auto || $part_pkg[0]->no_auto) ?
531 push @{ $cust_bill_pkg{$pass} }, @transfer_items;
532 # treating this as recur, just because most charges are recur...
533 ${$total_recur{$pass}} += $_->recur foreach @transfer_items;
535 # currently not considering separate_bill here, as it's for
536 # one-time charges only
539 foreach my $part_pkg ( @part_pkg ) {
541 my $this_cust_pkg = $cust_pkg;
542 # for add-on packages, copy the object to avoid leaking changes back to
543 # the caller if pkg_list is in use; see RT#73607
544 if ( $part_pkg->get('pkgpart') != $real_pkgpart ) {
545 $this_cust_pkg = FS::cust_pkg->new({ %hash });
549 if ( $this_cust_pkg->separate_bill ) {
550 # if no_auto is also set, that's fine. we just need to not have
551 # invoices that are both auto and no_auto, and since the package
552 # gets an invoice all to itself, it will only be one or the other.
553 $pass = $this_cust_pkg->pkgnum;
554 if (!exists $cust_bill_pkg{$pass}) { # it may not exist yet
556 $total_setup{$pass} = do { my $z = 0; \$z };
557 $total_recur{$pass} = do { my $z = 0; \$z };
558 # it also needs its own tax context
559 $tax_engines{$pass} = FS::TaxEngine->new(
561 invoice_time => $invoice_time,
562 cancel => $options{cancel},
563 estimate => $options{estimate},
565 $cust_bill_pkg{$pass} = [];
567 } elsif ( ($this_cust_pkg->no_auto || $part_pkg->no_auto) ) {
571 my $next_bill = $this_cust_pkg->getfield('bill') || 0;
573 # let this run once if this is the last bill upon cancellation
574 while ( $next_bill <= $cmp_time or $options{cancel} ) {
576 $self->_make_lines( 'part_pkg' => $part_pkg,
577 'cust_pkg' => $this_cust_pkg,
578 'precommit_hooks' => \@precommit_hooks,
579 'line_items' => $cust_bill_pkg{$pass},
580 'setup' => $total_setup{$pass},
581 'recur' => $total_recur{$pass},
582 'tax_engine' => $tax_engines{$pass},
584 'real_pkgpart' => $real_pkgpart,
585 'options' => \%options,
588 # Stop if anything goes wrong
591 # or if we're not incrementing the bill date.
592 last if ($this_cust_pkg->getfield('bill') || 0) == $next_bill;
594 # or if we're letting it run only once
595 last if $options{cancel};
597 $next_bill = $this_cust_pkg->getfield('bill') || 0;
599 #stop if -o was passed to freeside-daily
600 last if $options{'one_recur'};
603 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
607 } #foreach my $part_pkg
609 } #foreach my $cust_pkg
611 foreach my $pass (@passes) { # keys %cust_bill_pkg )
613 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
615 warn "$me billing pass $pass\n"
616 #.Dumper(\@cust_bill_pkg)."\n"
623 my @pending_fees = FS::FeeOrigin_Mixin->by_cust($self->custnum,
624 hashref => { 'billpkgnum' => '' }
626 warn "$me found pending fees:\n".Dumper(\@pending_fees)."\n"
627 if @pending_fees and $DEBUG > 1;
629 # determine whether to generate an invoice
630 my $generate_bill = scalar(@cust_bill_pkg) > 0;
632 foreach my $fee (@pending_fees) {
633 $generate_bill = 1 unless $fee->nextbill;
636 # don't create an invoice with no line items, or where the only line
637 # items are fees that are supposed to be held until the next invoice
638 next if !$generate_bill;
642 foreach my $fee_origin (@pending_fees) {
643 my $part_fee = $fee_origin->part_fee;
645 # check whether the fee is applicable before doing anything expensive:
647 # if the fee def belongs to a different agent, don't charge the fee.
648 # event conditions should prevent this, but just in case they don't,
650 if ( $part_fee->agentnum and $part_fee->agentnum != $self->agentnum ) {
651 warn "tried to charge fee#".$part_fee->feepart .
652 " on customer#".$self->custnum." from a different agent.\n";
655 # also skip if it's disabled
656 next if $part_fee->disabled eq 'Y';
658 # Decide which invoice to base the fee on.
659 my $cust_bill = $fee_origin->cust_bill;
661 # Then link it to the current invoice. This isn't the real cust_bill
662 # object that will be inserted--in particular there are no taxes yet.
663 # If you want to charge a fee on the total invoice amount including
664 # taxes, you have to put the fee on the next invoice.
665 $cust_bill = FS::cust_bill->new({
666 'custnum' => $self->custnum,
667 'cust_bill_pkg' => \@cust_bill_pkg,
668 'charged' => ${ $total_setup{$pass} } +
669 ${ $total_recur{$pass} },
672 # If the origin is for a specific package, then only apply the fee to
673 # line items from that package.
674 if ( my $cust_pkg = $fee_origin->cust_pkg ) {
675 my @charge_fee_on_item;
676 my $charge_fee_on_amount = 0;
677 foreach (@cust_bill_pkg) {
678 if ($_->pkgnum == $cust_pkg->pkgnum) {
679 push @charge_fee_on_item, $_;
680 $charge_fee_on_amount += $_->setup + $_->recur;
683 $cust_bill->set('cust_bill_pkg', \@charge_fee_on_item);
684 $cust_bill->set('charged', $charge_fee_on_amount);
687 } # $cust_bill is now set
689 my $fee_item = $part_fee->lineitem($cust_bill) or next;
690 # link this so that we can clear the marker on inserting the line item
691 $fee_item->set('fee_origin', $fee_origin);
692 push @fee_items, $fee_item;
696 # add fees to the invoice
697 foreach my $fee_item (@fee_items) {
699 push @cust_bill_pkg, $fee_item;
700 ${ $total_setup{$pass} } += $fee_item->setup;
701 ${ $total_recur{$pass} } += $fee_item->recur;
703 my $part_fee = $fee_item->part_fee;
704 my $fee_location = $self->ship_location; # I think?
706 my $error = $tax_engines{''}->add_sale($fee_item);
708 return $error if $error;
712 # XXX implementation of fees is supposed to make this go away...
713 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
714 !$conf->exists('postal_invoice-recurring_only')
718 my $postal_pkg = $self->charge_postal_fee();
719 if ( $postal_pkg && !ref( $postal_pkg ) ) {
721 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
722 return "can't charge postal invoice fee for customer ".
723 $self->custnum. ": $postal_pkg";
725 } elsif ( $postal_pkg ) {
727 my $real_pkgpart = $postal_pkg->pkgpart;
728 # we could implement this bit as FS::part_pkg::has_hidden, but we already
729 # suffer from performance issues
730 $options{has_hidden} = 0;
731 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
732 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
734 foreach my $part_pkg ( @part_pkg ) {
735 my %postal_options = %options;
736 delete $postal_options{cancel};
738 $self->_make_lines( 'part_pkg' => $part_pkg,
739 'cust_pkg' => $postal_pkg,
740 'precommit_hooks' => \@precommit_hooks,
741 'line_items' => \@cust_bill_pkg,
742 'setup' => $total_setup{$pass},
743 'recur' => $total_recur{$pass},
744 'tax_engine' => $tax_engines{$pass},
746 'real_pkgpart' => $real_pkgpart,
747 'options' => \%postal_options,
750 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
755 # it's silly to have a zero value postal_pkg, but....
756 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
763 #XXX does this work with batch tax engines?
764 warn "adding tax adjustments...\n" if $DEBUG > 2;
765 foreach my $cust_tax_adjustment (
766 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
772 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
774 my $itemdesc = $cust_tax_adjustment->taxname;
775 $itemdesc = '' if $itemdesc eq 'Tax';
777 push @cust_bill_pkg, new FS::cust_bill_pkg {
783 'itemdesc' => $itemdesc,
784 'itemcomment' => $cust_tax_adjustment->comment,
785 'cust_tax_adjustment' => $cust_tax_adjustment,
786 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
791 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
793 my $balance = $self->balance;
795 my $previous_bill = qsearchs({ 'table' => 'cust_bill',
796 'hashref' => { custnum=>$self->custnum },
797 'extra_sql' => 'ORDER BY _date DESC LIMIT 1',
799 my $previous_balance =
801 ? ( $previous_bill->billing_balance + $previous_bill->charged )
804 $log->debug('creating the new invoice', %logopt);
805 warn "creating the new invoice\n" if $DEBUG;
806 #create the new invoice
807 my $cust_bill = new FS::cust_bill ( {
808 'custnum' => $self->custnum,
809 '_date' => $invoice_time,
810 'charged' => $charged,
811 'billing_balance' => $balance,
812 'previous_balance' => $previous_balance,
813 'invoice_terms' => $options{'invoice_terms'},
814 'cust_bill_pkg' => \@cust_bill_pkg,
815 'pending' => 'Y', # clear this after doing taxes
818 if (!$options{no_commit}) {
819 # probably we ought to insert it as pending, and then rollback
820 # without ever un-pending it
821 $error = $cust_bill->insert;
823 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
824 return "can't create invoice for customer #". $self->custnum. ": $error";
829 # calculate and append taxes
830 if ( ! $tax_is_batch) {
832 my $arrayref = eval { $tax_engines{$pass}->calculate_taxes($cust_bill) };
835 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
839 # or should this be in TaxEngine?
841 foreach my $taxline ( @$arrayref ) {
842 $total_tax += $taxline->setup;
843 $taxline->set('invnum' => $cust_bill->invnum); # just to be sure
844 push @cust_bill_pkg, $taxline; # for return_bill
846 if (!$options{no_commit}) {
847 my $error = $taxline->insert;
849 $dbh->rollback if $oldAutoCommit;
856 # add tax to the invoice amount and finalize it
857 ${ $total_setup{$pass} } = sprintf('%.2f', ${ $total_setup{$pass} } + $total_tax);
858 $charged = sprintf('%.2f', $charged + $total_tax);
859 $cust_bill->set('charged', $charged);
860 $cust_bill->set('pending', '');
862 if (!$options{no_commit}) {
863 my $error = $cust_bill->replace;
865 $dbh->rollback if $oldAutoCommit;
870 } # if !$tax_is_batch
871 # if it IS batch, then we'll do all this in process_tax_batch
873 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
875 } #foreach my $pass ( keys %cust_bill_pkg )
877 foreach my $hook ( @precommit_hooks ) {
880 } unless $options{no_commit};
882 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
883 return "$@ running precommit hook $hook\n";
887 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
892 #discard bundled packages of 0 value
893 # XXX we should reconsider whether we even need this
894 sub _omit_zero_value_bundles {
899 my $discount_show_always = $conf->exists('discount-show-always');
902 # Sort @in the same way we do during invoice rendering, so we can identify
903 # bundles. See FS::Template_Mixin::_items_nontax.
904 @in = sort { $a->pkgnum <=> $b->pkgnum or
905 $a->sdate <=> $b->sdate or
906 ($a->pkgpart_override ? 0 : -1) or
907 ($b->pkgpart_override ? 0 : 1) or
908 $b->hidden cmp $a->hidden or
909 $a->pkgpart_override <=> $b->pkgpart_override
912 # this is a pack-and-deliver pattern. every time there's a cust_bill_pkg
913 # _without_ pkgpart_override, that's the start of the new bundle. if there's
914 # an existing bundle, and it contains a nonzero amount (or a zero amount
915 # that's displayable anyway), push all line items in the bundle.
916 foreach my $cust_bill_pkg ( @in ) {
918 if (scalar(@bundle) and !$cust_bill_pkg->pkgpart_override) {
919 # ship out this bundle and reset it
927 # add this item to the current bundle
928 push @bundle, $cust_bill_pkg;
930 # determine if it makes the bundle displayable
931 if ( $cust_bill_pkg->setup > 0
932 or $cust_bill_pkg->recur > 0
933 or $cust_bill_pkg->setup_show_zero
934 or $cust_bill_pkg->recur_show_zero
935 or ($discount_show_always
936 and scalar(@{ $cust_bill_pkg->get('discounts')})
948 warn " _omit_zero_value_bundles: ". scalar(@in).
949 '->'. scalar(@out). "\n" #. Dumper(@out). "\n"
956 my ($self, %params) = @_;
958 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
960 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
961 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
962 my $cust_location = $cust_pkg->tax_location;
963 my $precommit_hooks = $params{precommit_hooks} or die "no precommit_hooks specified";
964 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
965 my $total_setup = $params{setup} or die "no setup accumulator specified";
966 my $total_recur = $params{recur} or die "no recur accumulator specified";
967 my $time = $params{'time'} or die "no time specified";
968 my (%options) = %{$params{options}};
970 my $tax_engine = $params{tax_engine};
972 if ( $part_pkg->freq ne '1' and ($options{'freq_override'} || 0) > 0 ) {
973 # this should never happen
974 die 'freq_override billing attempted on non-monthly package '.
979 my $real_pkgpart = $params{real_pkgpart};
980 my %hash = $cust_pkg->hash;
981 my $old_cust_pkg = new FS::cust_pkg \%hash;
986 $cust_pkg->pkgpart($part_pkg->pkgpart);
988 my $cmp_time = ( $conf->exists('next-bill-ignore-time')
999 my @setup_discounts = ();
1000 my %setup_param = ( 'discounts' => \@setup_discounts,
1001 'real_pkgpart' => $params{real_pkgpart}
1003 my $setup_billed_currency = '';
1004 my $setup_billed_amount = 0;
1005 # Conditions for setting setup date and charging the setup fee:
1006 # - this is not a recurring-only billing run
1007 # - and the package is not currently being canceled
1008 # - and, unless we're specifically told otherwise via 'resetup':
1009 # - it doesn't already HAVE a setup date
1010 # - or a start date in the future
1011 # - and it's not suspended
1012 # - and it doesn't have an expire date in the past
1014 # The "disable_setup_suspended" option is now obsolete; we never set the
1015 # setup date on a suspended package.
1016 if ( ! $options{recurring_only}
1017 and ! $options{cancel}
1018 and ( $options{'resetup'}
1019 || ( ! $cust_pkg->setup
1020 && ( ! $cust_pkg->start_date
1021 || $cust_pkg->start_date <= $cmp_time
1023 && ( ! $cust_pkg->getfield('susp') )
1026 and ( ! $cust_pkg->expire
1027 || $cust_pkg->expire > $cmp_time )
1031 warn " bill setup\n" if $DEBUG > 1;
1035 $setup = eval { $cust_pkg->calc_setup( $time, \@details, \%setup_param ) };
1036 return "$@ running calc_setup for $cust_pkg\n"
1039 # Only increment unitsetup here if there IS a setup fee.
1040 # prorate_defer_bill may cause calc_setup on a setup-stage package
1041 # to return zero, and the setup fee to be charged later. (This happens
1042 # when it's first billed on the prorate cutoff day. RT#31276.)
1044 $unitsetup = $cust_pkg->base_setup()
1048 if ( $setup_param{'billed_currency'} ) {
1049 $setup_billed_currency = delete $setup_param{'billed_currency'};
1050 $setup_billed_amount = delete $setup_param{'billed_amount'};
1053 if ( $cust_pkg->get('setup') ) {
1055 } elsif ( $cust_pkg->get('start_date') ) {
1056 # this allows start_date to be used to set the first bill date
1057 $cust_pkg->set('setup', $cust_pkg->get('start_date'));
1059 # if unspecified, start it right now
1060 $cust_pkg->set('setup', $time);
1063 $cust_pkg->setfield('start_date', '')
1064 if $cust_pkg->start_date;
1069 # bill recurring fee
1074 my @recur_discounts = ();
1075 my $recur_billed_currency = '';
1076 my $recur_billed_amount = 0;
1079 my $override_quantity;
1081 # Conditions for billing the recurring fee:
1082 # - the package doesn't have a future start date
1083 # - and it's not suspended
1084 # - unless suspend_bill is enabled on the package or package def
1085 # - but still not, if the package is on hold
1086 # - or it's suspended for a delayed cancellation
1087 # - and its next bill date is in the past
1088 # - or it doesn't have a next bill date yet
1089 # - or it's a one-time charge
1090 # - or it's a CDR plan with the "bill_every_call" option
1091 # - or it's being canceled
1092 # - and it doesn't have an expire date in the past (this can happen with
1094 # - again, unless it's being canceled
1095 if ( ! $cust_pkg->start_date
1098 || ( $cust_pkg->susp != $cust_pkg->order_date
1099 && ( $cust_pkg->option('suspend_bill',1)
1100 || ( $part_pkg->option('suspend_bill', 1)
1101 && ! $cust_pkg->option('no_suspend_bill',1)
1105 || $cust_pkg->is_status_delay_cancel
1108 ( $part_pkg->freq ne '0' && ( $cust_pkg->bill || 0 ) <= $cmp_time )
1109 || ( $part_pkg->plan eq 'voip_cdr'
1110 && $part_pkg->option('bill_every_call')
1115 ( ! $cust_pkg->expire
1116 || $cust_pkg->expire > $cmp_time
1121 # XXX should this be a package event? probably. events are called
1122 # at collection time at the moment, though...
1123 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
1124 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
1125 #don't want to reset usage just cause we want a line item??
1126 #&& $part_pkg->pkgpart == $real_pkgpart;
1128 warn " bill recur\n" if $DEBUG > 1;
1131 # XXX shared with $recur_prog
1132 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
1136 #over two params! lets at least switch to a hashref for the rest...
1137 my $increment_next_bill = ( $part_pkg->freq ne '0'
1138 && ( $cust_pkg->getfield('bill') || 0 ) <= $cmp_time
1139 && !$options{cancel}
1141 my %param = ( %setup_param,
1142 'precommit_hooks' => $precommit_hooks,
1143 'increment_next_bill' => $increment_next_bill,
1144 'discounts' => \@recur_discounts,
1145 'real_pkgpart' => $real_pkgpart,
1146 'freq_override' => $options{freq_override} || '',
1150 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
1152 # There may be some part_pkg for which this is wrong. Only those
1153 # which can_discount are supported.
1154 # (the UI should prevent adding discounts to these at the moment)
1156 warn "calling $method on cust_pkg ". $cust_pkg->pkgnum.
1157 " for pkgpart ". $cust_pkg->pkgpart.
1158 " with params ". join(' / ', map "$_=>$param{$_}", keys %param). "\n"
1161 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
1162 return "$@ running $method for $cust_pkg\n"
1165 if ($recur eq 'NOTHING') {
1166 # then calc_cancel (or calc_recur but that's not used) has declined to
1167 # generate a recurring lineitem at all. treat this as zero, but also
1168 # try not to generate a lineitem.
1174 $unitrecur = $cust_pkg->base_recur( \$sdate ) || $recur; #XXX uuh, better
1176 if ( $param{'billed_currency'} ) {
1177 $recur_billed_currency = delete $param{'billed_currency'};
1178 $recur_billed_amount = delete $param{'billed_amount'};
1181 if ( $param{'override_quantity'} ) {
1182 $override_quantity = $param{'override_quantity'};
1183 $unitrecur = $recur / $override_quantity;
1186 if ( $increment_next_bill ) {
1190 if ( my $main_pkg = $cust_pkg->main_pkg ) {
1191 # supplemental package
1192 # to keep in sync with the main package, simulate billing at
1194 my $main_pkg_freq = $main_pkg->part_pkg->freq;
1195 my $supp_pkg_freq = $part_pkg->freq;
1196 if ( $supp_pkg_freq == 0 or $main_pkg_freq == 0 ) {
1197 # the UI should prevent setting up packages like this, but just
1199 return "unable to calculate supplemental package period ratio";
1201 my $ratio = $supp_pkg_freq / $main_pkg_freq;
1202 if ( $ratio == int($ratio) ) {
1203 # simple case: main package is X months, supp package is X*A months,
1204 # advance supp package to where the main package will be in A cycles.
1205 $next_bill = $sdate;
1207 $next_bill = $part_pkg->add_freq( $next_bill, $main_pkg_freq );
1210 # harder case: main package is X months, supp package is Y months.
1211 # advance supp package by Y months. then if they're within half a
1212 # month of each other, resync them. this may result in the period
1213 # not being exactly Y months.
1214 $next_bill = $part_pkg->add_freq( $sdate, $supp_pkg_freq );
1215 my $main_next_bill = $main_pkg->bill;
1216 if ( $main_pkg->bill <= $time ) {
1217 # then the main package has not yet been billed on this cycle;
1218 # predict what its bill date will be.
1220 $part_pkg->add_freq( $main_next_bill, $main_pkg_freq );
1222 if ( abs($main_next_bill - $next_bill) < 86400*15 ) {
1223 $next_bill = $main_next_bill;
1228 # the normal case, not a supplemental package
1229 $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
1230 return "unparsable frequency: ".
1231 ($options{freq_override} || $part_pkg->freq)
1232 if $next_bill == -1;
1235 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
1236 # only for figuring next bill date, nothing else, so, reset $sdate again
1238 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1239 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
1240 $cust_pkg->last_bill($sdate);
1242 $cust_pkg->setfield('bill', $next_bill );
1246 if ( $param{'setup_fee'} ) {
1247 # Add an additional setup fee at the billing stage.
1248 # Used for prorate_defer_bill.
1249 $setup += $param{'setup_fee'};
1250 $unitsetup = $cust_pkg->base_setup();
1254 if ( defined $param{'discount_left_setup'} ) {
1255 foreach my $discount_setup ( values %{$param{'discount_left_setup'}} ) {
1256 $setup -= $discount_setup;
1260 } # end of recurring fee
1262 warn "\$setup is undefined" unless defined($setup);
1263 warn "\$recur is undefined" unless defined($recur);
1264 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
1267 # If there's line items, create em cust_bill_pkg records
1268 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
1273 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
1274 # hmm.. and if just the options are modified in some weird price plan?
1276 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
1279 my $error = $cust_pkg->replace( $old_cust_pkg,
1280 'depend_jobnum'=>$options{depend_jobnum},
1281 'options' => { $cust_pkg->options },
1283 unless $options{no_commit};
1284 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
1285 if $error; #just in case
1288 $setup = sprintf( "%.2f", $setup );
1289 $recur = sprintf( "%.2f", $recur );
1290 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
1291 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
1293 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
1294 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
1297 my $discount_show_always = $conf->exists('discount-show-always')
1298 && ( ($setup == 0 && scalar(@setup_discounts))
1299 || ($recur == 0 && scalar(@recur_discounts))
1304 || (!$part_pkg->hidden && $options{has_hidden}) #include some $0 lines
1305 || $discount_show_always
1306 || ($setup == 0 && $cust_pkg->_X_show_zero('setup'))
1307 || ($recur == 0 && $cust_pkg->_X_show_zero('recur'))
1311 warn " charges (setup=$setup, recur=$recur); adding line items\n"
1314 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
1316 warn " adding customer package invoice detail: $_\n"
1317 foreach @cust_pkg_detail;
1319 push @details, @cust_pkg_detail;
1321 my $cust_bill_pkg = new FS::cust_bill_pkg {
1322 'pkgnum' => $cust_pkg->pkgnum,
1324 'unitsetup' => sprintf('%.2f', $unitsetup),
1325 'setup_billed_currency' => $setup_billed_currency,
1326 'setup_billed_amount' => $setup_billed_amount,
1328 'unitrecur' => sprintf('%.2f', $unitrecur),
1329 'recur_billed_currency' => $recur_billed_currency,
1330 'recur_billed_amount' => $recur_billed_amount,
1331 'quantity' => $override_quantity || $cust_pkg->quantity,
1332 'details' => \@details,
1333 'discounts' => [ @setup_discounts, @recur_discounts ],
1334 'hidden' => $part_pkg->hidden,
1335 'freq' => $part_pkg->freq,
1338 if ( $part_pkg->option('prorate_defer_bill',1)
1339 and !$hash{last_bill} ) {
1340 # both preceding and upcoming, technically
1341 $cust_bill_pkg->sdate( $cust_pkg->setup );
1342 $cust_bill_pkg->edate( $cust_pkg->bill );
1343 } elsif ( $part_pkg->recur_temporality eq 'preceding' ) {
1344 $cust_bill_pkg->sdate( $hash{last_bill} );
1345 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
1346 $cust_bill_pkg->edate( $time ) if $options{cancel};
1347 } else { #if ( $part_pkg->recur_temporality eq 'upcoming' )
1348 $cust_bill_pkg->sdate( $sdate );
1349 $cust_bill_pkg->edate( $cust_pkg->bill );
1350 #$cust_bill_pkg->edate( $time ) if $options{cancel};
1353 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
1354 unless $part_pkg->pkgpart == $real_pkgpart;
1356 $$total_setup += $setup;
1357 $$total_recur += $recur;
1363 my $error = $tax_engine->add_sale($cust_bill_pkg);
1364 return $error if $error;
1366 $cust_bill_pkg->set_display(
1367 part_pkg => $part_pkg,
1368 real_pkgpart => $real_pkgpart,
1371 push @$cust_bill_pkgs, $cust_bill_pkg;
1373 } #if $setup != 0 || $recur != 0
1381 =item _transfer_balance TO_PKG [ FROM_PKGNUM ]
1383 Takes one argument, a cust_pkg object that is being billed. This will
1384 be called only if the package was created by a package change, and has
1385 not been billed since the package change, and package balance tracking
1386 is enabled. The second argument can be an alternate package number to
1387 transfer the balance from; this should not be used externally.
1389 Transfers the balance from the previous package (now canceled) to
1390 this package, by crediting one package and creating an invoice item for
1391 the other. Inserts the credit and returns the invoice item (so that it
1392 can be added to an invoice that's being built).
1394 If the previous package was never billed, and was also created by a package
1395 change, then this will also transfer the balance from I<its> previous
1396 package, and so on, until reaching a package that either has been billed
1397 or was not created by a package change.
1401 my $balance_transfer_reason;
1403 sub _transfer_balance {
1405 my $cust_pkg = shift;
1406 my $from_pkgnum = shift || $cust_pkg->change_pkgnum;
1407 my $from_pkg = FS::cust_pkg->by_key($from_pkgnum);
1411 # if $from_pkg is not the first package in the chain, and it was never
1413 if ( $from_pkg->change_pkgnum and scalar($from_pkg->cust_bill_pkg) == 0 ) {
1414 @transfers = $self->_transfer_balance($cust_pkg, $from_pkg->change_pkgnum);
1417 my $prev_balance = $self->balance_pkgnum($from_pkgnum);
1418 if ( $prev_balance != 0 ) {
1419 $balance_transfer_reason ||= FS::reason->new_or_existing(
1420 'reason' => 'Package balance transfer',
1421 'type' => 'Internal adjustment',
1425 my $credit = FS::cust_credit->new({
1426 'custnum' => $self->custnum,
1427 'amount' => abs($prev_balance),
1428 'reasonnum' => $balance_transfer_reason->reasonnum,
1429 '_date' => $cust_pkg->change_date,
1432 my $cust_bill_pkg = FS::cust_bill_pkg->new({
1434 'recur' => abs($prev_balance),
1435 #'sdate' => $from_pkg->last_bill, # not sure about this
1436 #'edate' => $cust_pkg->change_date,
1437 'itemdesc' => $self->mt('Previous Balance, [_1]',
1438 $from_pkg->part_pkg->pkg),
1441 if ( $prev_balance > 0 ) {
1442 # credit the old package, charge the new one
1443 $credit->set('pkgnum', $from_pkgnum);
1444 $cust_bill_pkg->set('pkgnum', $cust_pkg->pkgnum);
1447 $credit->set('pkgnum', $cust_pkg->pkgnum);
1448 $cust_bill_pkg->set('pkgnum', $from_pkgnum);
1450 my $error = $credit->insert;
1451 die "error transferring package balance from #".$from_pkgnum.
1452 " to #".$cust_pkg->pkgnum.": $error\n" if $error;
1454 push @transfers, $cust_bill_pkg;
1455 } # $prev_balance != 0
1460 #### vestigial code ####
1462 =item handle_taxes TAXLISTHASH CUST_BILL_PKG [ OPTIONS ]
1464 This is _handle_taxes. It's called once for each cust_bill_pkg generated
1467 TAXLISTHASH is a hashref shared across the entire invoice. It looks like
1470 'cust_main_county 1001' => [ [FS::cust_main_county], ... ],
1471 'cust_main_county 1002' => [ [FS::cust_main_county], ... ],
1474 'cust_main_county' can also be 'tax_rate'. The first object in the array
1475 is always the cust_main_county or tax_rate identified by the key.
1477 That "..." is a list of FS::cust_bill_pkg objects that will be fed to
1478 the 'taxline' method to calculate the amount of the tax. This doesn't
1479 happen until calculate_taxes, though.
1481 OPTIONS may include:
1482 - part_item: a part_pkg or part_fee object to be used as the package/fee
1484 - location: a cust_location to be used as the billing location.
1485 - cancel: true if this package is being billed on cancellation. This
1486 allows tax to be calculated on usage charges only.
1488 If not supplied, part_item will be inferred from the pkgnum or feepart of the
1489 cust_bill_pkg, and location from the pkgnum (or, for fees, the invnum and
1490 the customer's default service location).
1492 This method will also calculate exemptions for any taxes that apply to the
1493 line item (using the C<set_exemptions> method of L<FS::cust_bill_pkg>) and
1494 attach them. This is the only place C<set_exemptions> is called in normal
1501 my $taxlisthash = shift;
1502 my $cust_bill_pkg = shift;
1505 # at this point I realize that we have enough information to infer all this
1506 # stuff, instead of passing around giant honking argument lists
1507 my $location = $options{location} || $cust_bill_pkg->tax_location;
1508 my $part_item = $options{part_item} || $cust_bill_pkg->part_X;
1510 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1512 return if ( $self->payby eq 'COMP' ); #dubious
1514 if ( $conf->config('enable_taxproducts')
1515 && ( scalar($part_item->part_pkg_taxoverride)
1516 || $part_item->has_taxproduct
1521 # EXTERNAL TAX RATES (via tax_rate)
1522 my %cust_bill_pkg = ();
1526 my $usage = $cust_bill_pkg->usage || 0;
1527 push @classes, $cust_bill_pkg->usage_classes if $usage;
1528 push @classes, 'setup' if $cust_bill_pkg->setup and !$options{cancel};
1529 push @classes, 'recur' if ($cust_bill_pkg->recur - $usage)
1530 and !$options{cancel};
1531 # that's better--probably don't even need $options{cancel} now
1532 # but leave it for now, just to be safe
1534 # About $options{cancel}: This protects against charging per-line or
1535 # per-customer or other flat-rate surcharges on a package that's being
1536 # billed on cancellation (which is an out-of-cycle bill and should only
1537 # have usage charges). See RT#29443.
1539 # customer exemption is now handled in the 'taxline' method
1540 #my $exempt = $conf->exists('cust_class-tax_exempt')
1541 # ? ( $self->cust_class ? $self->cust_class->tax : '' )
1543 # standardize this just to be sure
1544 #$exempt = ($exempt eq 'Y') ? 'Y' : '';
1548 unless (exists $taxes{''}) {
1549 # unsure what purpose this serves, but last time I deleted something
1550 # from here just because I didn't see the point, it actually did
1551 # something important.
1552 my $err_or_ref = $self->_gather_taxes($part_item, '', $location);
1553 return $err_or_ref unless ref($err_or_ref);
1554 $taxes{''} = $err_or_ref;
1557 # NO DISINTEGRATIONS.
1558 # my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
1560 # do not call taxline() with any argument except the entire set of
1561 # cust_bill_pkgs on an invoice that are eligible for the tax.
1563 # only calculate exemptions once for each tax rate, even if it's used
1564 # for multiple classes
1567 foreach my $class (@classes) {
1568 my $err_or_ref = $self->_gather_taxes($part_item, $class, $location);
1569 return $err_or_ref unless ref($err_or_ref);
1570 my @taxes = @$err_or_ref;
1574 foreach my $tax ( @taxes ) {
1576 my $tax_id = ref( $tax ). ' '. $tax->taxnum;
1577 # $taxlisthash: keys are tax identifiers ('FS::tax_rate 123456').
1578 # Values are arrayrefs, first the tax object (cust_main_county
1579 # or tax_rate), then the cust_bill_pkg object that the
1580 # tax applies to, then the tax class (setup, recur, usage classnum).
1581 $taxlisthash->{ $tax_id } ||= [ $tax ];
1582 push @{ $taxlisthash->{ $tax_id } }, $cust_bill_pkg, $class;
1584 # determine any exemptions that apply
1585 if (!$tax_seen{$tax_id}) {
1586 $cust_bill_pkg->set_exemptions( $tax, custnum => $self->custnum );
1587 $tax_seen{$tax_id} = 1;
1590 # tax on tax will be done later, when we actually create the tax
1598 # INTERNAL TAX RATES (cust_main_county)
1600 # We fetch taxes even if the customer is completely exempt,
1601 # because we need to record that fact.
1603 my @loc_keys = qw( district city county state country );
1604 my %taxhash = map { $_ => $location->$_ } @loc_keys;
1606 $taxhash{'taxclass'} = $part_item->taxclass;
1608 warn "taxhash:\n". Dumper(\%taxhash) if $DEBUG > 2;
1610 my @taxes = (); # entries are cust_main_county objects
1611 my %taxhash_elim = %taxhash;
1612 my @elim = qw( district city county state );
1615 #first try a match with taxclass
1616 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1618 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1619 #then try a match without taxclass
1620 my %no_taxclass = %taxhash_elim;
1621 $no_taxclass{ 'taxclass' } = '';
1622 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1625 $taxhash_elim{ shift(@elim) } = '';
1627 } while ( !scalar(@taxes) && scalar(@elim) );
1630 my $tax_id = 'cust_main_county '.$_->taxnum;
1631 $taxlisthash->{$tax_id} ||= [ $_ ];
1632 $cust_bill_pkg->set_exemptions($_, custnum => $self->custnum);
1633 push @{ $taxlisthash->{$tax_id} }, $cust_bill_pkg;
1640 =item _gather_taxes PART_ITEM CLASS CUST_LOCATION
1642 Internal method used with vendor-provided tax tables. PART_ITEM is a part_pkg
1643 or part_fee (which will define the tax eligibility of the product), CLASS is
1644 'setup', 'recur', null, or a C<usage_class> number, and CUST_LOCATION is the
1645 location where the service was provided (or billed, depending on
1646 configuration). Returns an arrayref of L<FS::tax_rate> objects that
1647 can apply to this line item.
1653 my $part_item = shift;
1655 my $location = shift;
1657 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1659 my $geocode = $location->geocode('cch');
1661 [ $part_item->tax_rates('cch', $geocode, $class) ]
1665 #### end vestigial code ####
1667 =item collect [ HASHREF | OPTION => VALUE ... ]
1669 (Attempt to) collect money for this customer's outstanding invoices (see
1670 L<FS::cust_bill>). Usually used after the bill method.
1672 Actions are now triggered by billing events; see L<FS::part_event> and the
1673 billing events web interface. Old-style invoice events (see
1674 L<FS::part_bill_event>) have been deprecated.
1676 If there is an error, returns the error, otherwise returns false.
1678 Options are passed as name-value pairs.
1680 Currently available options are:
1686 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.
1690 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1694 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1698 set true to surpress email card/ACH decline notices.
1702 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)
1708 # allows for one time override of normal customer billing method
1713 my( $self, %options ) = @_;
1715 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1717 my $invoice_time = $options{'invoice_time'} || time;
1720 local $SIG{HUP} = 'IGNORE';
1721 local $SIG{INT} = 'IGNORE';
1722 local $SIG{QUIT} = 'IGNORE';
1723 local $SIG{TERM} = 'IGNORE';
1724 local $SIG{TSTP} = 'IGNORE';
1725 local $SIG{PIPE} = 'IGNORE';
1727 my $oldAutoCommit = $FS::UID::AutoCommit;
1728 local $FS::UID::AutoCommit = 0;
1731 $self->select_for_update; #mutex
1734 my $balance = $self->balance;
1735 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1738 if ( exists($options{'retry_card'}) ) {
1739 carp 'retry_card option passed to collect is deprecated; use retry';
1740 $options{'retry'} ||= $options{'retry_card'};
1742 if ( exists($options{'retry'}) && $options{'retry'} ) {
1743 my $error = $self->retry_realtime;
1745 $dbh->rollback if $oldAutoCommit;
1750 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1752 #never want to roll back an event just because it returned an error
1753 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1755 $self->do_cust_event(
1756 'debug' => ( $options{'debug'} || 0 ),
1757 'time' => $invoice_time,
1758 'check_freq' => $options{'check_freq'},
1759 'stage' => 'collect',
1764 =item retry_realtime
1766 Schedules realtime / batch credit card / electronic check / LEC billing
1767 events for for retry. Useful if card information has changed or manual
1768 retry is desired. The 'collect' method must be called to actually retry
1771 Implementation details: For either this customer, or for each of this
1772 customer's open invoices, changes the status of the first "done" (with
1773 statustext error) realtime processing event to "failed".
1777 sub retry_realtime {
1780 local $SIG{HUP} = 'IGNORE';
1781 local $SIG{INT} = 'IGNORE';
1782 local $SIG{QUIT} = 'IGNORE';
1783 local $SIG{TERM} = 'IGNORE';
1784 local $SIG{TSTP} = 'IGNORE';
1785 local $SIG{PIPE} = 'IGNORE';
1787 my $oldAutoCommit = $FS::UID::AutoCommit;
1788 local $FS::UID::AutoCommit = 0;
1791 #a little false laziness w/due_cust_event (not too bad, really)
1793 # I guess this is always as of now?
1794 my $join = FS::part_event_condition->join_conditions_sql('', 'time' => time);
1795 my $order = FS::part_event_condition->order_conditions_sql;
1798 . join ( ' OR ' , map {
1799 my $cust_join = FS::part_event->eventtables_cust_join->{$_} || '';
1800 my $custnum = FS::part_event->eventtables_custnum->{$_};
1801 "( part_event.eventtable = " . dbh->quote($_)
1802 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key
1803 . " from $_ $cust_join"
1804 . " where $custnum = " . dbh->quote( $self->custnum ) . "))" ;
1805 } FS::part_event->eventtables)
1808 #here is the agent virtualization
1809 my $agent_virt = " ( part_event.agentnum IS NULL
1810 OR part_event.agentnum = ". $self->agentnum. ' )';
1812 #XXX this shouldn't be hardcoded, actions should declare it...
1813 my @realtime_events = qw(
1814 cust_bill_realtime_card
1815 cust_bill_realtime_check
1816 cust_bill_realtime_lec
1820 my $is_realtime_event =
1821 ' part_event.action IN ( '.
1822 join(',', map "'$_'", @realtime_events ).
1825 my $batch_or_statustext =
1826 "( part_event.action = 'cust_bill_batch'
1827 OR ( statustext IS NOT NULL AND statustext != '' )
1831 my @cust_event = qsearch({
1832 'table' => 'cust_event',
1833 'select' => 'cust_event.*',
1834 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1835 'hashref' => { 'status' => 'done' },
1836 'extra_sql' => " AND $batch_or_statustext ".
1837 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1840 my %seen_invnum = ();
1841 foreach my $cust_event (@cust_event) {
1843 #max one for the customer, one for each open invoice
1844 my $cust_X = $cust_event->cust_X;
1845 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1849 or $cust_event->part_event->eventtable eq 'cust_bill'
1852 my $error = $cust_event->retry;
1854 $dbh->rollback if $oldAutoCommit;
1855 return "error scheduling event for retry: $error";
1860 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1865 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1867 Runs billing events; see L<FS::part_event> and the billing events web
1870 If there is an error, returns the error, otherwise returns false.
1872 Options are passed as name-value pairs.
1874 Currently available options are:
1880 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.
1884 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1888 "collect" (the default) or "pre-bill"
1892 set true to surpress email card/ACH decline notices.
1896 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)
1903 # allows for one time override of normal customer billing method
1907 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1910 my( $self, %options ) = @_;
1912 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1914 my $time = $options{'time'} || time;
1917 local $SIG{HUP} = 'IGNORE';
1918 local $SIG{INT} = 'IGNORE';
1919 local $SIG{QUIT} = 'IGNORE';
1920 local $SIG{TERM} = 'IGNORE';
1921 local $SIG{TSTP} = 'IGNORE';
1922 local $SIG{PIPE} = 'IGNORE';
1924 my $oldAutoCommit = $FS::UID::AutoCommit;
1925 local $FS::UID::AutoCommit = 0;
1928 $self->select_for_update; #mutex
1931 my $balance = $self->balance;
1932 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
1935 # if ( exists($options{'retry_card'}) ) {
1936 # carp 'retry_card option passed to collect is deprecated; use retry';
1937 # $options{'retry'} ||= $options{'retry_card'};
1939 # if ( exists($options{'retry'}) && $options{'retry'} ) {
1940 # my $error = $self->retry_realtime;
1942 # $dbh->rollback if $oldAutoCommit;
1947 # false laziness w/pay_batch::import_results
1949 my $due_cust_event = $self->due_cust_event(
1950 'debug' => ( $options{'debug'} || 0 ),
1952 'check_freq' => $options{'check_freq'},
1953 'stage' => ( $options{'stage'} || 'collect' ),
1955 unless( ref($due_cust_event) ) {
1956 $dbh->rollback if $oldAutoCommit;
1957 return $due_cust_event;
1960 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1961 #never want to roll back an event just because it or a different one
1963 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1965 foreach my $cust_event ( @$due_cust_event ) {
1969 #re-eval event conditions (a previous event could have changed things)
1970 unless ( $cust_event->test_conditions ) {
1971 #don't leave stray "new/locked" records around
1972 my $error = $cust_event->delete;
1973 return $error if $error;
1978 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
1979 if $options{'quiet'};
1980 warn " running cust_event ". $cust_event->eventnum. "\n"
1983 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
1984 if ( my $error = $cust_event->do_event( 'time' => $time ) ) {
1985 #XXX wtf is this? figure out a proper dealio with return value
1997 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
1999 Inserts database records for and returns an ordered listref of new events due
2000 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
2001 events are due, an empty listref is returned. If there is an error, returns a
2002 scalar error message.
2004 To actually run the events, call each event's test_condition method, and if
2005 still true, call the event's do_event method.
2007 Options are passed as a hashref or as a list of name-value pairs. Available
2014 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
2018 "collect" (the default) or "pre-bill"
2022 "Current time" for the events.
2026 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2030 Only return events for the specified eventtable (by default, events of all eventtables are returned)
2034 Explicitly pass the objects to be tested (typically used with eventtable).
2038 Set to true to return the objects, but not actually insert them into the
2045 sub due_cust_event {
2047 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
2050 #my $DEBUG = $opt{'debug'}
2051 $opt{'debug'} ||= 0; # silence some warnings
2052 local($DEBUG) = $opt{'debug'}
2053 if $opt{'debug'} > $DEBUG;
2054 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
2056 warn "$me due_cust_event called with options ".
2057 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
2060 $opt{'time'} ||= time;
2062 local $SIG{HUP} = 'IGNORE';
2063 local $SIG{INT} = 'IGNORE';
2064 local $SIG{QUIT} = 'IGNORE';
2065 local $SIG{TERM} = 'IGNORE';
2066 local $SIG{TSTP} = 'IGNORE';
2067 local $SIG{PIPE} = 'IGNORE';
2069 my $oldAutoCommit = $FS::UID::AutoCommit;
2070 local $FS::UID::AutoCommit = 0;
2073 $self->select_for_update #mutex
2074 unless $opt{testonly};
2077 # find possible events (initial search)
2080 my @cust_event = ();
2082 my @eventtable = $opt{'eventtable'}
2083 ? ( $opt{'eventtable'} )
2084 : FS::part_event->eventtables_runorder;
2086 my $check_freq = $opt{'check_freq'} || '1d';
2088 foreach my $eventtable ( @eventtable ) {
2091 if ( $opt{'objects'} ) {
2093 @objects = @{ $opt{'objects'} };
2095 } elsif ( $eventtable eq 'cust_main' ) {
2097 @objects = ( $self );
2101 my $cm_join = " LEFT JOIN cust_main USING ( custnum )";
2102 # linkage not needed here because FS::cust_main->$eventtable will
2105 #some false laziness w/Cron::bill bill_where
2107 my $join = FS::part_event_condition->join_conditions_sql( $eventtable,
2108 'time' => $opt{'time'});
2109 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
2110 'time'=>$opt{'time'},
2112 $where = $where ? "AND $where" : '';
2114 my $are_part_event =
2115 "EXISTS ( SELECT 1 FROM part_event $join
2116 WHERE check_freq = '$check_freq'
2117 AND eventtable = '$eventtable'
2118 AND ( disabled = '' OR disabled IS NULL )
2124 @objects = $self->$eventtable(
2125 'addl_from' => $cm_join,
2126 'extra_sql' => " AND $are_part_event",
2128 } # if ( !$opt{objects} and $eventtable ne 'cust_main' )
2130 my @e_cust_event = ();
2132 my $linkage = FS::part_event->eventtables_cust_join->{$eventtable} || '';
2134 my $cross = "CROSS JOIN $eventtable $linkage";
2135 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
2136 unless $eventtable eq 'cust_main';
2138 foreach my $object ( @objects ) {
2140 #this first search uses the condition_sql magic for optimization.
2141 #the more possible events we can eliminate in this step the better
2143 my $cross_where = '';
2144 my $pkey = $object->primary_key;
2145 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
2147 my $join = FS::part_event_condition->join_conditions_sql( $eventtable,
2148 'time' => $opt{'time'});
2150 FS::part_event_condition->where_conditions_sql( $eventtable,
2151 'time'=>$opt{'time'}
2153 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
2155 $extra_sql = "AND $extra_sql" if $extra_sql;
2157 #here is the agent virtualization
2158 $extra_sql .= " AND ( part_event.agentnum IS NULL
2159 OR part_event.agentnum = ". $self->agentnum. ' )';
2161 $extra_sql .= " $order";
2163 warn "searching for events for $eventtable ". $object->$pkey. "\n"
2164 if $opt{'debug'} > 2;
2165 my @part_event = qsearch( {
2166 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
2167 'select' => 'part_event.*',
2168 'table' => 'part_event',
2169 'addl_from' => "$cross $join",
2170 'hashref' => { 'check_freq' => $check_freq,
2171 'eventtable' => $eventtable,
2174 'extra_sql' => "AND $cross_where $extra_sql",
2178 my $pkey = $object->primary_key;
2179 warn " ". scalar(@part_event).
2180 " possible events found for $eventtable ". $object->$pkey(). "\n";
2183 push @e_cust_event, map {
2184 $_->new_cust_event($object, 'time' => $opt{'time'})
2189 warn " ". scalar(@e_cust_event).
2190 " subtotal possible cust events found for $eventtable\n"
2193 push @cust_event, @e_cust_event;
2197 warn " ". scalar(@cust_event).
2198 " total possible cust events found in initial search\n"
2206 $opt{stage} ||= 'collect';
2208 grep { my $stage = $_->part_event->event_stage;
2209 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
2219 @cust_event = grep $_->test_conditions( 'stats_hashref' => \%unsat ),
2222 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
2225 warn " invalid conditions not eliminated with condition_sql:\n".
2226 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
2227 if keys %unsat && $DEBUG; # > 1;
2233 unless( $opt{testonly} ) {
2234 foreach my $cust_event ( @cust_event ) {
2236 my $error = $cust_event->insert();
2238 $dbh->rollback if $oldAutoCommit;
2245 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2251 warn " returning events: ". Dumper(@cust_event). "\n"
2258 =item apply_payments_and_credits [ OPTION => VALUE ... ]
2260 Applies unapplied payments and credits.
2261 Payments with the no_auto_apply flag set will not be applied.
2263 In most cases, this new method should be used in place of sequential
2264 apply_payments and apply_credits methods.
2266 A hash of optional arguments may be passed. Currently "manual" is supported.
2267 If true, a payment receipt is sent instead of a statement when
2268 'payment_receipt_email' configuration option is set.
2270 If there is an error, returns the error, otherwise returns false.
2274 sub apply_payments_and_credits {
2275 my( $self, %options ) = @_;
2277 local $SIG{HUP} = 'IGNORE';
2278 local $SIG{INT} = 'IGNORE';
2279 local $SIG{QUIT} = 'IGNORE';
2280 local $SIG{TERM} = 'IGNORE';
2281 local $SIG{TSTP} = 'IGNORE';
2282 local $SIG{PIPE} = 'IGNORE';
2284 my $oldAutoCommit = $FS::UID::AutoCommit;
2285 local $FS::UID::AutoCommit = 0;
2288 $self->select_for_update; #mutex
2290 foreach my $cust_bill ( $self->open_cust_bill ) {
2291 my $error = $cust_bill->apply_payments_and_credits(%options);
2293 $dbh->rollback if $oldAutoCommit;
2294 return "Error applying: $error";
2298 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2303 =item apply_credits OPTION => VALUE ...
2305 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
2306 to outstanding invoice balances in chronological order (or reverse
2307 chronological order if the I<order> option is set to B<newest>) and returns the
2308 value of any remaining unapplied credits available for refund (see
2309 L<FS::cust_refund>).
2311 Dies if there is an error.
2319 local $SIG{HUP} = 'IGNORE';
2320 local $SIG{INT} = 'IGNORE';
2321 local $SIG{QUIT} = 'IGNORE';
2322 local $SIG{TERM} = 'IGNORE';
2323 local $SIG{TSTP} = 'IGNORE';
2324 local $SIG{PIPE} = 'IGNORE';
2326 my $oldAutoCommit = $FS::UID::AutoCommit;
2327 local $FS::UID::AutoCommit = 0;
2330 $self->select_for_update; #mutex
2332 unless ( $self->total_unapplied_credits ) {
2333 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2337 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
2338 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
2340 my @invoices = $self->open_cust_bill;
2341 @invoices = sort { $b->_date <=> $a->_date } @invoices
2342 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
2344 if ( $conf->exists('pkg-balances') ) {
2345 # limit @credits to those w/ a pkgnum grepped from $self
2347 foreach my $i (@invoices) {
2348 foreach my $li ( $i->cust_bill_pkg ) {
2349 $pkgnums{$li->pkgnum} = 1;
2352 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
2357 foreach my $cust_bill ( @invoices ) {
2359 if ( !defined($credit) || $credit->credited == 0) {
2360 $credit = pop @credits or last;
2364 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
2365 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
2367 $owed = $cust_bill->owed;
2369 unless ( $owed > 0 ) {
2370 push @credits, $credit;
2374 my $amount = min( $credit->credited, $owed );
2376 my $cust_credit_bill = new FS::cust_credit_bill ( {
2377 'crednum' => $credit->crednum,
2378 'invnum' => $cust_bill->invnum,
2379 'amount' => $amount,
2381 $cust_credit_bill->pkgnum( $credit->pkgnum )
2382 if $conf->exists('pkg-balances') && $credit->pkgnum;
2383 my $error = $cust_credit_bill->insert;
2385 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2389 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2393 my $total_unapplied_credits = $self->total_unapplied_credits;
2395 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2397 return $total_unapplied_credits;
2400 =item apply_payments [ OPTION => VALUE ... ]
2402 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
2403 to outstanding invoice balances in chronological order.
2404 Payments with the no_auto_apply flag set will not be applied.
2406 #and returns the value of any remaining unapplied payments.
2408 A hash of optional arguments may be passed. Currently "manual" is supported.
2409 If true, a payment receipt is sent instead of a statement when
2410 'payment_receipt_email' configuration option is set.
2412 Dies if there is an error.
2416 sub apply_payments {
2417 my( $self, %options ) = @_;
2419 local $SIG{HUP} = 'IGNORE';
2420 local $SIG{INT} = 'IGNORE';
2421 local $SIG{QUIT} = 'IGNORE';
2422 local $SIG{TERM} = 'IGNORE';
2423 local $SIG{TSTP} = 'IGNORE';
2424 local $SIG{PIPE} = 'IGNORE';
2426 my $oldAutoCommit = $FS::UID::AutoCommit;
2427 local $FS::UID::AutoCommit = 0;
2430 $self->select_for_update; #mutex
2434 my @payments = grep { !$_->no_auto_apply } $self->unapplied_cust_pay;
2436 my @invoices = $self->open_cust_bill;
2438 if ( $conf->exists('pkg-balances') ) {
2439 # limit @payments to those w/ a pkgnum grepped from $self
2441 foreach my $i (@invoices) {
2442 foreach my $li ( $i->cust_bill_pkg ) {
2443 $pkgnums{$li->pkgnum} = 1;
2446 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2451 foreach my $cust_bill ( @invoices ) {
2453 if ( !defined($payment) || $payment->unapplied == 0 ) {
2454 $payment = pop @payments or last;
2458 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2459 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2461 $owed = $cust_bill->owed;
2463 unless ( $owed > 0 ) {
2464 push @payments, $payment;
2468 my $amount = min( $payment->unapplied, $owed );
2471 'paynum' => $payment->paynum,
2472 'invnum' => $cust_bill->invnum,
2473 'amount' => $amount,
2475 $cbp->{_date} = $payment->_date
2476 if $options{'manual'} && $options{'backdate_application'};
2477 my $cust_bill_pay = new FS::cust_bill_pay($cbp);
2478 $cust_bill_pay->pkgnum( $payment->pkgnum )
2479 if $conf->exists('pkg-balances') && $payment->pkgnum;
2480 my $error = $cust_bill_pay->insert(%options);
2482 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2486 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2490 my $total_unapplied_payments = $self->total_unapplied_payments;
2492 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2494 return $total_unapplied_payments;
2504 suspend_adjourned_pkgs
2505 unsuspend_resumed_pkgs
2508 (do_cust_event pre-bill)
2510 _omit_zero_value_bundles
2513 apply_payments_and_credits
2522 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>