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 );
11 use FS::cust_bill_pkg;
12 use FS::cust_bill_pkg_display;
13 use FS::cust_bill_pay;
14 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;
24 # 1 is mostly method/subroutine entry and options
25 # 2 traces progress of some operations
26 # 3 is even more information including possibly sensitive data
28 $me = '[FS::cust_main::Billing]';
30 install_callback FS::UID sub {
32 #yes, need it for stuff below (prolly should be cached)
37 FS::cust_main::Billing - Billing mixin for cust_main
43 These methods are available on FS::cust_main objects.
49 =item bill_and_collect
51 Cancels and suspends any packages due, generates bills, applies payments and
52 credits, and applies collection events to run cards, send bills and notices,
55 By default, warns on errors and continues with the next operation (but see the
58 Options are passed as name-value pairs. Currently available options are:
64 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:
68 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
72 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.
76 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
80 If set true, re-charges setup fees.
84 If set any errors prevent subsequent operations from continusing. If set
85 specifically to "return", returns the error (or false, if there is no error).
86 Any other true value causes errors to die.
90 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)
94 Optional FS::queue entry to receive status updates.
98 Options are passed to the B<bill> and B<collect> methods verbatim, so all
99 options of those methods are also available.
103 sub bill_and_collect {
104 my( $self, %options ) = @_;
108 #$options{actual_time} not $options{time} because freeside-daily -d is for
109 #pre-printing invoices
111 $options{'actual_time'} ||= time;
112 my $job = $options{'job'};
114 $job->update_statustext('0,cleaning expired packages') if $job;
115 $error = $self->cancel_expired_pkgs( $options{actual_time} );
117 $error = "Error expiring custnum ". $self->custnum. ": $error";
118 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
119 elsif ( $options{fatal} ) { die $error; }
120 else { warn $error; }
123 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
125 $error = "Error adjourning custnum ". $self->custnum. ": $error";
126 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
127 elsif ( $options{fatal} ) { die $error; }
128 else { warn $error; }
131 $job->update_statustext('20,billing packages') if $job;
132 $error = $self->bill( %options );
134 $error = "Error billing custnum ". $self->custnum. ": $error";
135 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
136 elsif ( $options{fatal} ) { die $error; }
137 else { warn $error; }
140 $job->update_statustext('50,applying payments and credits') if $job;
141 $error = $self->apply_payments_and_credits;
143 $error = "Error applying custnum ". $self->custnum. ": $error";
144 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
145 elsif ( $options{fatal} ) { die $error; }
146 else { warn $error; }
149 $job->update_statustext('70,running collection events') if $job;
150 unless ( $conf->exists('cancelled_cust-noevents')
151 && ! $self->num_ncancelled_pkgs
153 $error = $self->collect( %options );
155 $error = "Error collecting custnum ". $self->custnum. ": $error";
156 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
157 elsif ($options{fatal} ) { die $error; }
158 else { warn $error; }
161 $job->update_statustext('100,finished') if $job;
167 sub cancel_expired_pkgs {
168 my ( $self, $time, %options ) = @_;
170 my @cancel_pkgs = $self->ncancelled_pkgs( {
171 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
176 foreach my $cust_pkg ( @cancel_pkgs ) {
177 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
178 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
179 'reason_otaker' => $cpr->otaker
183 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
186 scalar(@errors) ? join(' / ', @errors) : '';
190 sub suspend_adjourned_pkgs {
191 my ( $self, $time, %options ) = @_;
193 my @susp_pkgs = $self->ncancelled_pkgs( {
195 " AND ( susp IS NULL OR susp = 0 )
196 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
197 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
202 #only because there's no SQL test for is_prepaid :/
204 grep { ( $_->part_pkg->is_prepaid
209 && $_->adjourn <= $time
217 foreach my $cust_pkg ( @susp_pkgs ) {
218 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
219 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
220 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
221 'reason_otaker' => $cpr->otaker
225 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
228 scalar(@errors) ? join(' / ', @errors) : '';
234 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
235 conjunction with the collect method by calling B<bill_and_collect>.
237 If there is an error, returns the error, otherwise returns false.
239 Options are passed as name-value pairs. Currently available options are:
245 If set true, re-charges setup fees.
249 If set true then only bill recurring charges, not setup, usage, one time
254 If set, then override the normal frequency and look for a part_pkg_discount
255 to take at that frequency.
259 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:
263 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
267 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
269 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
273 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
277 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.
281 This boolean value informs the us that the package is being cancelled. This
282 typically might mean not charging the normal recurring fee but only usage
283 fees since the last billing. Setup charges may be charged. Not all package
284 plans support this feature (they tend to charge 0).
288 Prevent the resetting of usage limits during this call.
292 Do not save the generated bill in the database. Useful with return_bill
296 A list reference on which the generated bill(s) will be returned.
300 Optional terms to be printed on this invoice. Otherwise, customer-specific
301 terms or the default terms are used.
308 my( $self, %options ) = @_;
310 return '' if $self->payby eq 'COMP';
312 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
314 warn "$me bill customer ". $self->custnum. "\n"
317 my $time = $options{'time'} || time;
318 my $invoice_time = $options{'invoice_time'} || $time;
320 $options{'not_pkgpart'} ||= {};
321 $options{'not_pkgpart'} = { map { $_ => 1 }
322 split(/\s*,\s*/, $options{'not_pkgpart'})
324 unless ref($options{'not_pkgpart'});
326 local $SIG{HUP} = 'IGNORE';
327 local $SIG{INT} = 'IGNORE';
328 local $SIG{QUIT} = 'IGNORE';
329 local $SIG{TERM} = 'IGNORE';
330 local $SIG{TSTP} = 'IGNORE';
331 local $SIG{PIPE} = 'IGNORE';
333 my $oldAutoCommit = $FS::UID::AutoCommit;
334 local $FS::UID::AutoCommit = 0;
337 warn "$me acquiring lock on customer ". $self->custnum. "\n"
340 $self->select_for_update; #mutex
342 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
345 my $error = $self->do_cust_event(
346 'debug' => ( $options{'debug'} || 0 ),
347 'time' => $invoice_time,
348 'check_freq' => $options{'check_freq'},
349 'stage' => 'pre-bill',
351 unless $options{no_commit};
353 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
357 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
360 #keep auto-charge and non-auto-charge line items separate
361 my @passes = ( '', 'no_auto' );
363 my %cust_bill_pkg = map { $_ => [] } @passes;
366 # find the packages which are due for billing, find out how much they are
367 # & generate invoice database.
370 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
371 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
373 my %taxlisthash = map { $_ => {} } @passes;
375 my @precommit_hooks = ();
377 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
378 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
380 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
382 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
384 #? to avoid use of uninitialized value errors... ?
385 $cust_pkg->setfield('bill', '')
386 unless defined($cust_pkg->bill);
388 #my $part_pkg = $cust_pkg->part_pkg;
390 my $real_pkgpart = $cust_pkg->pkgpart;
391 my %hash = $cust_pkg->hash;
393 # we could implement this bit as FS::part_pkg::has_hidden, but we already
394 # suffer from performance issues
395 $options{has_hidden} = 0;
396 my @part_pkg = $cust_pkg->part_pkg->self_and_bill_linked;
397 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
399 foreach my $part_pkg ( @part_pkg ) {
401 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
403 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
406 $self->_make_lines( 'part_pkg' => $part_pkg,
407 'cust_pkg' => $cust_pkg,
408 'precommit_hooks' => \@precommit_hooks,
409 'line_items' => $cust_bill_pkg{$pass},
410 'setup' => $total_setup{$pass},
411 'recur' => $total_recur{$pass},
412 'tax_matrix' => $taxlisthash{$pass},
414 'real_pkgpart' => $real_pkgpart,
415 'options' => \%options,
418 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
422 } #foreach my $part_pkg
424 } #foreach my $cust_pkg
426 #if the customer isn't on an automatic payby, everything can go on a single
428 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
429 #merge everything into one list
432 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
434 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
436 next unless @cust_bill_pkg; #don't create an invoice w/o line items
438 warn "$me billing pass $pass\n".
439 Dumper(\@cust_bill_pkg)."\n"
442 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
443 !$conf->exists('postal_invoice-recurring_only')
447 my $postal_pkg = $self->charge_postal_fee();
448 if ( $postal_pkg && !ref( $postal_pkg ) ) {
450 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
451 return "can't charge postal invoice fee for customer ".
452 $self->custnum. ": $postal_pkg";
454 } elsif ( $postal_pkg ) {
456 my $real_pkgpart = $postal_pkg->pkgpart;
457 # we could implement this bit as FS::part_pkg::has_hidden, but we already
458 # suffer from performance issues
459 $options{has_hidden} = 0;
460 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
461 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
463 foreach my $part_pkg ( @part_pkg ) {
464 my %postal_options = %options;
465 delete $postal_options{cancel};
467 $self->_make_lines( 'part_pkg' => $part_pkg,
468 'cust_pkg' => $postal_pkg,
469 'precommit_hooks' => \@precommit_hooks,
470 'line_items' => \@cust_bill_pkg,
471 'setup' => $total_setup{$pass},
472 'recur' => $total_recur{$pass},
473 'tax_matrix' => $taxlisthash{$pass},
475 'real_pkgpart' => $real_pkgpart,
476 'options' => \%postal_options,
479 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
484 # it's silly to have a zero value postal_pkg, but....
485 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
491 my $listref_or_error =
492 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
494 unless ( ref( $listref_or_error ) ) {
495 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
496 return $listref_or_error;
499 foreach my $taxline ( @$listref_or_error ) {
500 ${ $total_setup{$pass} } =
501 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
502 push @cust_bill_pkg, $taxline;
506 warn "adding tax adjustments...\n" if $DEBUG > 2;
507 foreach my $cust_tax_adjustment (
508 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
514 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
516 my $itemdesc = $cust_tax_adjustment->taxname;
517 $itemdesc = '' if $itemdesc eq 'Tax';
519 push @cust_bill_pkg, new FS::cust_bill_pkg {
525 'itemdesc' => $itemdesc,
526 'itemcomment' => $cust_tax_adjustment->comment,
527 'cust_tax_adjustment' => $cust_tax_adjustment,
528 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
533 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
535 my @cust_bill = $self->cust_bill;
536 my $balance = $self->balance;
537 my $previous_balance = scalar(@cust_bill)
538 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
541 $previous_balance += $cust_bill[$#cust_bill]->charged
542 if scalar(@cust_bill);
543 #my $balance_adjustments =
544 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
546 warn "creating the new invoice\n" if $DEBUG;
547 #create the new invoice
548 my $cust_bill = new FS::cust_bill ( {
549 'custnum' => $self->custnum,
550 '_date' => ( $invoice_time ),
551 'charged' => $charged,
552 'billing_balance' => $balance,
553 'previous_balance' => $previous_balance,
554 'invoice_terms' => $options{'invoice_terms'},
555 'cust_bill_pkg' => \@cust_bill_pkg,
557 $error = $cust_bill->insert unless $options{no_commit};
559 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
560 return "can't create invoice for customer #". $self->custnum. ": $error";
562 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
564 } #foreach my $pass ( keys %cust_bill_pkg )
566 foreach my $hook ( @precommit_hooks ) {
569 } unless $options{no_commit};
571 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
572 return "$@ running precommit hook $hook\n";
576 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
581 #discard bundled packages of 0 value
582 sub _omit_zero_value_bundles {
584 my @cust_bill_pkg = ();
585 my @cust_bill_pkg_bundle = ();
588 foreach my $cust_bill_pkg ( @_ ) {
589 if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
590 push @cust_bill_pkg, @cust_bill_pkg_bundle if $sum > 0;
591 @cust_bill_pkg_bundle = ();
594 $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
595 push @cust_bill_pkg_bundle, $cust_bill_pkg;
597 push @cust_bill_pkg, @cust_bill_pkg_bundle if $sum > 0;
603 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
605 This is a weird one. Perhaps it should not even be exposed.
607 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
608 Usually used internally by bill method B<bill>.
610 If there is an error, returns the error, otherwise returns reference to a
611 list of line items suitable for insertion.
617 An array ref of the line items being billed.
621 A strange beast. The keys to this hash are internal identifiers consisting
622 of the name of the tax object type, a space, and its unique identifier ( e.g.
623 'cust_main_county 23' ). The values of the hash are listrefs. The first
624 item in the list is the tax object. The remaining items are either line
625 items or floating point values (currency amounts).
627 The taxes are calculated on this entity. Calculated exemption records are
628 transferred to the LINEITEMREF items on the assumption that they are related.
634 This specifies the date appearing on the associated invoice. Some
635 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
641 sub calculate_taxes {
642 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
644 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
646 warn "$me calculate_taxes\n".
647 Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
650 my @tax_line_items = ();
652 # keys are tax names (as printed on invoices / itemdesc )
653 # values are listrefs of taxlisthash keys (internal identifiers)
656 # keys are taxlisthash keys (internal identifiers)
657 # values are (cumulative) amounts
660 # keys are taxlisthash keys (internal identifiers)
661 # values are listrefs of cust_bill_pkg_tax_location hashrefs
662 my %tax_location = ();
664 # keys are taxlisthash keys (internal identifiers)
665 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
666 my %tax_rate_location = ();
668 foreach my $tax ( keys %$taxlisthash ) {
669 my $tax_object = shift @{ $taxlisthash->{$tax} };
670 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
671 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
672 my $hashref_or_error =
673 $tax_object->taxline( $taxlisthash->{$tax},
674 'custnum' => $self->custnum,
675 'invoice_time' => $invoice_time
677 return $hashref_or_error unless ref($hashref_or_error);
679 unshift @{ $taxlisthash->{$tax} }, $tax_object;
681 my $name = $hashref_or_error->{'name'};
682 my $amount = $hashref_or_error->{'amount'};
684 #warn "adding $amount as $name\n";
685 $taxname{ $name } ||= [];
686 push @{ $taxname{ $name } }, $tax;
688 $tax{ $tax } += $amount;
690 $tax_location{ $tax } ||= [];
691 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
692 push @{ $tax_location{ $tax } },
694 'taxnum' => $tax_object->taxnum,
695 'taxtype' => ref($tax_object),
696 'pkgnum' => $tax_object->get('pkgnum'),
697 'locationnum' => $tax_object->get('locationnum'),
698 'amount' => sprintf('%.2f', $amount ),
702 $tax_rate_location{ $tax } ||= [];
703 if ( ref($tax_object) eq 'FS::tax_rate' ) {
704 my $taxratelocationnum =
705 $tax_object->tax_rate_location->taxratelocationnum;
706 push @{ $tax_rate_location{ $tax } },
708 'taxnum' => $tax_object->taxnum,
709 'taxtype' => ref($tax_object),
710 'amount' => sprintf('%.2f', $amount ),
711 'locationtaxid' => $tax_object->location,
712 'taxratelocationnum' => $taxratelocationnum,
718 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
719 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
720 warn Dumper(\%packagemap) if $DEBUG > 2;
721 foreach my $tax ( keys %$taxlisthash ) {
722 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
723 next unless ref($_) eq 'FS::cust_bill_pkg';
725 warn $_->pkgnum."\n" if $DEBUG > 2;
726 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
727 splice( @{ $_->_cust_tax_exempt_pkg } );
731 #consolidate and create tax line items
732 warn "consolidating and generating...\n" if $DEBUG > 2;
733 foreach my $taxname ( keys %taxname ) {
736 my @cust_bill_pkg_tax_location = ();
737 my @cust_bill_pkg_tax_rate_location = ();
738 warn "adding $taxname\n" if $DEBUG > 1;
739 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
740 next if $seen{$taxitem}++;
741 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
742 $tax += $tax{$taxitem};
743 push @cust_bill_pkg_tax_location,
744 map { new FS::cust_bill_pkg_tax_location $_ }
745 @{ $tax_location{ $taxitem } };
746 push @cust_bill_pkg_tax_rate_location,
747 map { new FS::cust_bill_pkg_tax_rate_location $_ }
748 @{ $tax_rate_location{ $taxitem } };
752 $tax = sprintf('%.2f', $tax );
754 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
760 if ( $pkg_category and
761 $conf->config('invoice_latexsummary') ||
762 $conf->config('invoice_htmlsummary')
766 my %hash = ( 'section' => $pkg_category->categoryname );
767 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
771 push @tax_line_items, new FS::cust_bill_pkg {
777 'itemdesc' => $taxname,
778 'display' => \@display,
779 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
780 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
789 my ($self, %params) = @_;
791 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
793 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
794 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
795 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
796 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
797 my $total_setup = $params{setup} or die "no setup accumulator specified";
798 my $total_recur = $params{recur} or die "no recur accumulator specified";
799 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
800 my $time = $params{'time'} or die "no time specified";
801 my (%options) = %{$params{options}};
804 my $real_pkgpart = $params{real_pkgpart};
805 my %hash = $cust_pkg->hash;
806 my $old_cust_pkg = new FS::cust_pkg \%hash;
812 $cust_pkg->pkgpart($part_pkg->pkgpart);
820 if ( $options{'resetup'}
821 || ( ! $cust_pkg->setup
822 && ( ! $cust_pkg->start_date
823 || $cust_pkg->start_date <= $time
825 && ( ! $conf->exists('disable_setup_suspended_pkgs')
826 || ( $conf->exists('disable_setup_suspended_pkgs') &&
827 ! $cust_pkg->getfield('susp')
831 and !$options{recurring_only}
835 warn " bill setup\n" if $DEBUG > 1;
838 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
839 return "$@ running calc_setup for $cust_pkg\n"
842 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
844 $cust_pkg->setfield('setup', $time)
845 unless $cust_pkg->setup;
846 #do need it, but it won't get written to the db
847 #|| $cust_pkg->pkgpart != $real_pkgpart;
849 $cust_pkg->setfield('start_date', '')
850 if $cust_pkg->start_date;
858 #XXX unit stuff here too
862 if ( ! $cust_pkg->get('susp')
863 and ! $cust_pkg->get('start_date')
864 and ( $part_pkg->getfield('freq') ne '0'
865 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
867 || ( $part_pkg->plan eq 'voip_cdr'
868 && $part_pkg->option('bill_every_call')
870 || ( $options{cancel} )
873 # XXX should this be a package event? probably. events are called
874 # at collection time at the moment, though...
875 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
876 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
877 #don't want to reset usage just cause we want a line item??
878 #&& $part_pkg->pkgpart == $real_pkgpart;
880 warn " bill recur\n" if $DEBUG > 1;
883 # XXX shared with $recur_prog
884 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
888 #over two params! lets at least switch to a hashref for the rest...
889 my $increment_next_bill = ( $part_pkg->freq ne '0'
890 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
893 my %param = ( 'precommit_hooks' => $precommit_hooks,
894 'increment_next_bill' => $increment_next_bill,
895 'discounts' => \@discounts,
896 'real_pkgpart' => $real_pkgpart,
897 'freq_override' => $options{freq_override} || '',
900 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
902 # There may be some part_pkg for which this is wrong. Only those
903 # which can_discount are supported.
905 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
906 return "$@ running $method for $cust_pkg\n"
909 if ( $increment_next_bill ) {
911 my $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
912 return "unparsable frequency: ". $part_pkg->freq
915 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
916 # only for figuring next bill date, nothing else, so, reset $sdate again
918 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
919 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
920 $cust_pkg->last_bill($sdate);
922 $cust_pkg->setfield('bill', $next_bill );
928 warn "\$setup is undefined" unless defined($setup);
929 warn "\$recur is undefined" unless defined($recur);
930 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
933 # If there's line items, create em cust_bill_pkg records
934 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
937 if ( $lineitems || $options{has_hidden} ) {
939 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
940 # hmm.. and if just the options are modified in some weird price plan?
942 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
945 my $error = $cust_pkg->replace( $old_cust_pkg,
946 'options' => { $cust_pkg->options },
948 unless $options{no_commit};
949 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
950 if $error; #just in case
953 $setup = sprintf( "%.2f", $setup );
954 $recur = sprintf( "%.2f", $recur );
955 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
956 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
958 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
959 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
964 !$part_pkg->hidden && $options{has_hidden} ) #include some $0 lines
967 warn " charges (setup=$setup, recur=$recur); adding line items\n"
970 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
972 warn " adding customer package invoice detail: $_\n"
973 foreach @cust_pkg_detail;
975 push @details, @cust_pkg_detail;
977 my $cust_bill_pkg = new FS::cust_bill_pkg {
978 'pkgnum' => $cust_pkg->pkgnum,
980 'unitsetup' => $unitsetup,
982 'unitrecur' => $unitrecur,
983 'quantity' => $cust_pkg->quantity,
984 'details' => \@details,
985 'discounts' => \@discounts,
986 'hidden' => $part_pkg->hidden,
987 'freq' => $part_pkg->freq,
990 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
991 $cust_bill_pkg->sdate( $hash{last_bill} );
992 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
993 $cust_bill_pkg->edate( $time ) if $options{cancel};
994 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
995 $cust_bill_pkg->sdate( $sdate );
996 $cust_bill_pkg->edate( $cust_pkg->bill );
997 #$cust_bill_pkg->edate( $time ) if $options{cancel};
1000 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
1001 unless $part_pkg->pkgpart == $real_pkgpart;
1003 $$total_setup += $setup;
1004 $$total_recur += $recur;
1011 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
1012 return $error if $error;
1014 push @$cust_bill_pkgs, $cust_bill_pkg;
1016 } #if $setup != 0 || $recur != 0
1026 my $part_pkg = shift;
1027 my $taxlisthash = shift;
1028 my $cust_bill_pkg = shift;
1029 my $cust_pkg = shift;
1030 my $invoice_time = shift;
1031 my $real_pkgpart = shift;
1032 my $options = shift;
1034 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1036 my %cust_bill_pkg = ();
1040 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
1041 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
1042 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
1043 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
1045 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
1047 if ( $conf->exists('enable_taxproducts')
1048 && ( scalar($part_pkg->part_pkg_taxoverride)
1049 || $part_pkg->has_taxproduct
1054 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1055 return "fatal: Can't (yet) use tax-pkg_address with taxproducts";
1058 foreach my $class (@classes) {
1059 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class );
1060 return $err_or_ref unless ref($err_or_ref);
1061 $taxes{$class} = $err_or_ref;
1064 unless (exists $taxes{''}) {
1065 my $err_or_ref = $self->_gather_taxes( $part_pkg, '' );
1066 return $err_or_ref unless ref($err_or_ref);
1067 $taxes{''} = $err_or_ref;
1072 my @loc_keys = qw( city county state country );
1074 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1075 my $cust_location = $cust_pkg->cust_location;
1076 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
1079 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
1082 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
1085 $taxhash{'taxclass'} = $part_pkg->taxclass;
1088 my %taxhash_elim = %taxhash;
1089 my @elim = qw( city county state );
1092 #first try a match with taxclass
1093 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1095 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1096 #then try a match without taxclass
1097 my %no_taxclass = %taxhash_elim;
1098 $no_taxclass{ 'taxclass' } = '';
1099 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1102 $taxhash_elim{ shift(@elim) } = '';
1104 } while ( !scalar(@taxes) && scalar(@elim) );
1106 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
1108 if $self->cust_main_exemption; #just to be safe
1110 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1112 $_->set('pkgnum', $cust_pkg->pkgnum );
1113 $_->set('locationnum', $cust_pkg->locationnum );
1117 $taxes{''} = [ @taxes ];
1118 $taxes{'setup'} = [ @taxes ];
1119 $taxes{'recur'} = [ @taxes ];
1120 $taxes{$_} = [ @taxes ] foreach (@classes);
1122 # # maybe eliminate this entirely, along with all the 0% records
1123 # unless ( @taxes ) {
1125 # "fatal: can't find tax rate for state/county/country/taxclass ".
1126 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
1129 } #if $conf->exists('enable_taxproducts') ...
1134 my $separate = $conf->exists('separate_usage');
1135 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
1136 my $usage_mandate = $temp_pkg->part_pkg->option('usage_mandate', 'Hush!');
1137 my $section = $temp_pkg->part_pkg->categoryname;
1138 if ( $separate || $section || $usage_mandate ) {
1140 my %hash = ( 'section' => $section );
1142 $section = $temp_pkg->part_pkg->option('usage_section', 'Hush!');
1143 my $summary = $temp_pkg->part_pkg->option('summarize_usage', 'Hush!');
1145 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
1146 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
1148 push @display, new FS::cust_bill_pkg_display
1151 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
1155 if ($separate && $section && $summary) {
1156 push @display, new FS::cust_bill_pkg_display { type => 'U',
1161 if ($usage_mandate || $section && $summary) {
1162 $hash{post_total} = 'Y';
1165 if ($separate || $usage_mandate) {
1166 $hash{section} = $section if ($separate || $usage_mandate);
1167 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
1171 $cust_bill_pkg->set('display', \@display);
1173 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
1174 foreach my $key (keys %tax_cust_bill_pkg) {
1175 my @taxes = @{ $taxes{$key} || [] };
1176 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
1178 my %localtaxlisthash = ();
1179 foreach my $tax ( @taxes ) {
1181 my $taxname = ref( $tax ). ' '. $tax->taxnum;
1182 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
1183 # ' locationnum'. $cust_pkg->locationnum
1184 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
1186 $taxlisthash->{ $taxname } ||= [ $tax ];
1187 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
1189 $localtaxlisthash{ $taxname } ||= [ $tax ];
1190 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
1194 warn "finding taxed taxes...\n" if $DEBUG > 2;
1195 foreach my $tax ( keys %localtaxlisthash ) {
1196 my $tax_object = shift @{ $localtaxlisthash{$tax} };
1197 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
1199 next unless $tax_object->can('tax_on_tax');
1201 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
1202 my $totname = ref( $tot ). ' '. $tot->taxnum;
1204 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
1206 next unless exists( $localtaxlisthash{ $totname } ); # only increase
1208 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
1209 my $hashref_or_error =
1210 $tax_object->taxline( $localtaxlisthash{$tax},
1211 'custnum' => $self->custnum,
1212 'invoice_time' => $invoice_time,
1214 return $hashref_or_error
1215 unless ref($hashref_or_error);
1217 $taxlisthash->{ $totname } ||= [ $tot ];
1218 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
1230 my $part_pkg = shift;
1233 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1236 my $geocode = $self->geocode('cch');
1238 my @taxclassnums = map { $_->taxclassnum }
1239 $part_pkg->part_pkg_taxoverride($class);
1241 unless (@taxclassnums) {
1242 @taxclassnums = map { $_->taxclassnum }
1243 grep { $_->taxable eq 'Y' }
1244 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
1246 warn "Found taxclassnum values of ". join(',', @taxclassnums)
1251 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
1253 @taxes = qsearch({ 'table' => 'tax_rate',
1254 'hashref' => { 'geocode' => $geocode, },
1255 'extra_sql' => $extra_sql,
1257 if scalar(@taxclassnums);
1259 warn "Found taxes ".
1260 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
1267 =item collect [ HASHREF | OPTION => VALUE ... ]
1269 (Attempt to) collect money for this customer's outstanding invoices (see
1270 L<FS::cust_bill>). Usually used after the bill method.
1272 Actions are now triggered by billing events; see L<FS::part_event> and the
1273 billing events web interface. Old-style invoice events (see
1274 L<FS::part_bill_event>) have been deprecated.
1276 If there is an error, returns the error, otherwise returns false.
1278 Options are passed as name-value pairs.
1280 Currently available options are:
1286 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.
1290 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1294 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1298 set true to surpress email card/ACH decline notices.
1302 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)
1308 # allows for one time override of normal customer billing method
1313 my( $self, %options ) = @_;
1315 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1317 my $invoice_time = $options{'invoice_time'} || time;
1320 local $SIG{HUP} = 'IGNORE';
1321 local $SIG{INT} = 'IGNORE';
1322 local $SIG{QUIT} = 'IGNORE';
1323 local $SIG{TERM} = 'IGNORE';
1324 local $SIG{TSTP} = 'IGNORE';
1325 local $SIG{PIPE} = 'IGNORE';
1327 my $oldAutoCommit = $FS::UID::AutoCommit;
1328 local $FS::UID::AutoCommit = 0;
1331 $self->select_for_update; #mutex
1334 my $balance = $self->balance;
1335 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1338 if ( exists($options{'retry_card'}) ) {
1339 carp 'retry_card option passed to collect is deprecated; use retry';
1340 $options{'retry'} ||= $options{'retry_card'};
1342 if ( exists($options{'retry'}) && $options{'retry'} ) {
1343 my $error = $self->retry_realtime;
1345 $dbh->rollback if $oldAutoCommit;
1350 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1352 #never want to roll back an event just because it returned an error
1353 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1355 $self->do_cust_event(
1356 'debug' => ( $options{'debug'} || 0 ),
1357 'time' => $invoice_time,
1358 'check_freq' => $options{'check_freq'},
1359 'stage' => 'collect',
1364 =item retry_realtime
1366 Schedules realtime / batch credit card / electronic check / LEC billing
1367 events for for retry. Useful if card information has changed or manual
1368 retry is desired. The 'collect' method must be called to actually retry
1371 Implementation details: For either this customer, or for each of this
1372 customer's open invoices, changes the status of the first "done" (with
1373 statustext error) realtime processing event to "failed".
1377 sub retry_realtime {
1380 local $SIG{HUP} = 'IGNORE';
1381 local $SIG{INT} = 'IGNORE';
1382 local $SIG{QUIT} = 'IGNORE';
1383 local $SIG{TERM} = 'IGNORE';
1384 local $SIG{TSTP} = 'IGNORE';
1385 local $SIG{PIPE} = 'IGNORE';
1387 my $oldAutoCommit = $FS::UID::AutoCommit;
1388 local $FS::UID::AutoCommit = 0;
1391 #a little false laziness w/due_cust_event (not too bad, really)
1393 my $join = FS::part_event_condition->join_conditions_sql;
1394 my $order = FS::part_event_condition->order_conditions_sql;
1397 . join ( ' OR ' , map {
1398 "( part_event.eventtable = " . dbh->quote($_)
1399 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
1400 } FS::part_event->eventtables)
1403 #here is the agent virtualization
1404 my $agent_virt = " ( part_event.agentnum IS NULL
1405 OR part_event.agentnum = ". $self->agentnum. ' )';
1407 #XXX this shouldn't be hardcoded, actions should declare it...
1408 my @realtime_events = qw(
1409 cust_bill_realtime_card
1410 cust_bill_realtime_check
1411 cust_bill_realtime_lec
1415 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
1420 my @cust_event = qsearchs({
1421 'table' => 'cust_event',
1422 'select' => 'cust_event.*',
1423 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1424 'hashref' => { 'status' => 'done' },
1425 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
1426 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1429 my %seen_invnum = ();
1430 foreach my $cust_event (@cust_event) {
1432 #max one for the customer, one for each open invoice
1433 my $cust_X = $cust_event->cust_X;
1434 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1438 or $cust_event->part_event->eventtable eq 'cust_bill'
1441 my $error = $cust_event->retry;
1443 $dbh->rollback if $oldAutoCommit;
1444 return "error scheduling event for retry: $error";
1449 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1454 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1456 Runs billing events; see L<FS::part_event> and the billing events web
1459 If there is an error, returns the error, otherwise returns false.
1461 Options are passed as name-value pairs.
1463 Currently available options are:
1469 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.
1473 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1477 "collect" (the default) or "pre-bill"
1481 set true to surpress email card/ACH decline notices.
1485 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)
1492 # allows for one time override of normal customer billing method
1496 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1499 my( $self, %options ) = @_;
1501 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1503 my $time = $options{'time'} || time;
1506 local $SIG{HUP} = 'IGNORE';
1507 local $SIG{INT} = 'IGNORE';
1508 local $SIG{QUIT} = 'IGNORE';
1509 local $SIG{TERM} = 'IGNORE';
1510 local $SIG{TSTP} = 'IGNORE';
1511 local $SIG{PIPE} = 'IGNORE';
1513 my $oldAutoCommit = $FS::UID::AutoCommit;
1514 local $FS::UID::AutoCommit = 0;
1517 $self->select_for_update; #mutex
1520 my $balance = $self->balance;
1521 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
1524 # if ( exists($options{'retry_card'}) ) {
1525 # carp 'retry_card option passed to collect is deprecated; use retry';
1526 # $options{'retry'} ||= $options{'retry_card'};
1528 # if ( exists($options{'retry'}) && $options{'retry'} ) {
1529 # my $error = $self->retry_realtime;
1531 # $dbh->rollback if $oldAutoCommit;
1536 # false laziness w/pay_batch::import_results
1538 my $due_cust_event = $self->due_cust_event(
1539 'debug' => ( $options{'debug'} || 0 ),
1541 'check_freq' => $options{'check_freq'},
1542 'stage' => ( $options{'stage'} || 'collect' ),
1544 unless( ref($due_cust_event) ) {
1545 $dbh->rollback if $oldAutoCommit;
1546 return $due_cust_event;
1549 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1550 #never want to roll back an event just because it or a different one
1552 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1554 foreach my $cust_event ( @$due_cust_event ) {
1558 #re-eval event conditions (a previous event could have changed things)
1559 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
1560 #don't leave stray "new/locked" records around
1561 my $error = $cust_event->delete;
1562 return $error if $error;
1567 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
1568 if $options{'quiet'};
1569 warn " running cust_event ". $cust_event->eventnum. "\n"
1572 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
1573 if ( my $error = $cust_event->do_event() ) {
1574 #XXX wtf is this? figure out a proper dealio with return value
1586 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
1588 Inserts database records for and returns an ordered listref of new events due
1589 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
1590 events are due, an empty listref is returned. If there is an error, returns a
1591 scalar error message.
1593 To actually run the events, call each event's test_condition method, and if
1594 still true, call the event's do_event method.
1596 Options are passed as a hashref or as a list of name-value pairs. Available
1603 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.
1607 "collect" (the default) or "pre-bill"
1611 "Current time" for the events.
1615 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)
1619 Only return events for the specified eventtable (by default, events of all eventtables are returned)
1623 Explicitly pass the objects to be tested (typically used with eventtable).
1627 Set to true to return the objects, but not actually insert them into the
1630 =item discount_terms
1632 Returns a list of lengths for term discounts
1636 sub _discount_pkgs_and_bill {
1639 my @cust_bill = $self->cust_bill;
1640 my $cust_bill = pop @cust_bill;
1641 return () unless $cust_bill && $cust_bill->owed;
1644 push @where, "cust_bill_pkg.invnum = ". $cust_bill->invnum;
1645 push @where, "cust_bill_pkg.pkgpart_override IS NULL";
1646 push @where, "part_pkg.freq = '1'";
1647 push @where, "(cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0)";
1648 push @where, "(cust_pkg.susp IS NULL OR cust_pkg.susp = 0)";
1649 push @where, "0<(SELECT count(*) FROM part_pkg_discount
1650 WHERE part_pkg.pkgpart = part_pkg_discount.pkgpart)";
1652 "0=(SELECT count(*) FROM cust_bill_pkg_discount
1653 WHERE cust_bill_pkg.billpkgnum = cust_bill_pkg_discount.billpkgnum)";
1655 my $extra_sql = 'WHERE '. join(' AND ', @where);
1659 'table' => 'cust_pkg',
1660 'select' => "DISTINCT cust_pkg.*",
1661 'addl_from' => 'JOIN cust_bill_pkg USING(pkgnum) '.
1662 'JOIN part_pkg USING(pkgpart)',
1664 'extra_sql' => $extra_sql,
1667 ($cust_bill, @cust_pkg);
1670 sub _discountable_pkgs_at_term {
1671 my ($term, @pkgs) = @_;
1672 my $part_pkg = new FS::part_pkg { freq => $term - 1 };
1673 grep { ( !$_->adjourn || $_->adjourn > $part_pkg->add_freq($_->bill) ) &&
1674 ( !$_->expire || $_->expire > $part_pkg->add_freq($_->bill) )
1679 =item discount_terms
1681 Returns a list of lengths for term discounts
1685 sub discount_terms {
1690 my @discount_pkgs = $self->_discount_pkgs_and_bill;
1691 shift @discount_pkgs; #discard bill;
1693 map { $terms{$_->months} = 1 }
1694 grep { $_->months && $_->months > 1 }
1695 map { $_->discount }
1696 map { $_->part_pkg->part_pkg_discount }
1699 return sort { $a <=> $b } keys %terms;
1705 =item discount_term_values MONTHS
1707 Returns a list with credit, dollar amount saved, and total bill acheived
1708 by prepaying the most recent invoice for MONTHS.
1712 sub discount_term_values {
1716 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1718 warn "$me discount_term_values called with $term\n" if $DEBUG;
1722 my @packages = $self->_discount_pkgs_and_bill;
1723 my $cust_bill = shift(@packages);
1724 @packages = _discountable_pkgs_at_term( $term, @packages );
1725 return () unless scalar(@packages);
1727 $_->bill($_->last_bill) foreach @packages;
1728 my @final = map { new FS::cust_pkg { $_->hash } } @packages;
1731 'recurring_only' => 1,
1732 'no_usage_reset' => 1,
1737 'return_bill' => [],
1738 'pkg_list' => \@packages,
1739 'time' => $cust_bill->_date,
1742 my $error = $self->bill(%options, %params);
1743 die $error if $error; # XXX think about this a bit more
1746 $credit += $_->charged foreach @{$params{return_bill}};
1747 $credit = sprintf('%.2f', $credit);
1748 warn "$me discount_term_values $term credit: $credit\n" if $DEBUG;
1751 'return_bill' => [],
1752 'pkg_list' => \@packages,
1753 'time' => $packages[0]->part_pkg->add_freq($cust_bill->_date)
1756 $error = $self->bill(%options, %params);
1757 die $error if $error; # XXX think about this a bit more
1760 $next += $_->charged foreach @{$params{return_bill}};
1761 warn "$me discount_term_values $term next: $next\n" if $DEBUG;
1764 'return_bill' => [],
1765 'pkg_list' => \@final,
1766 'time' => $cust_bill->_date,
1767 'freq_override' => $term,
1770 $error = $self->bill(%options, %params);
1771 die $error if $error; # XXX think about this a bit more
1773 my $final = $self->balance - $credit;
1774 $final += $_->charged foreach @{$params{return_bill}};
1775 $final = sprintf('%.2f', $final);
1776 warn "$me discount_term_values $term final: $final\n" if $DEBUG;
1778 my $savings = sprintf('%.2f', $self->balance + ($term - 1) * $next - $final);
1780 ( $credit, $savings, $final );
1784 sub discount_terms_hash {
1788 my @terms = $self->discount_terms;
1789 foreach my $term (@terms) {
1790 my @result = $self->discount_term_values($term);
1791 $result{$term} = [ @result ] if scalar(@result);
1802 sub due_cust_event {
1804 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
1807 #my $DEBUG = $opt{'debug'}
1808 local($DEBUG) = $opt{'debug'}
1809 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
1810 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1812 warn "$me due_cust_event called with options ".
1813 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
1816 $opt{'time'} ||= time;
1818 local $SIG{HUP} = 'IGNORE';
1819 local $SIG{INT} = 'IGNORE';
1820 local $SIG{QUIT} = 'IGNORE';
1821 local $SIG{TERM} = 'IGNORE';
1822 local $SIG{TSTP} = 'IGNORE';
1823 local $SIG{PIPE} = 'IGNORE';
1825 my $oldAutoCommit = $FS::UID::AutoCommit;
1826 local $FS::UID::AutoCommit = 0;
1829 $self->select_for_update #mutex
1830 unless $opt{testonly};
1833 # find possible events (initial search)
1836 my @cust_event = ();
1838 my @eventtable = $opt{'eventtable'}
1839 ? ( $opt{'eventtable'} )
1840 : FS::part_event->eventtables_runorder;
1842 my $check_freq = $opt{'check_freq'} || '1d';
1844 foreach my $eventtable ( @eventtable ) {
1847 if ( $opt{'objects'} ) {
1849 @objects = @{ $opt{'objects'} };
1853 #my @objects = $self->$eventtable(); # sub cust_main { @{ [ $self ] }; }
1854 if ( $eventtable eq 'cust_main' ) {
1855 @objects = ( $self );
1859 "LEFT JOIN cust_main USING ( custnum )";
1861 #some false laziness w/Cron::bill bill_where
1863 my $join = FS::part_event_condition->join_conditions_sql( $eventtable);
1864 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
1865 'time'=>$opt{'time'},
1867 $where = $where ? "AND $where" : '';
1869 my $are_part_event =
1870 "EXISTS ( SELECT 1 FROM part_event $join
1871 WHERE check_freq = '$check_freq'
1872 AND eventtable = '$eventtable'
1873 AND ( disabled = '' OR disabled IS NULL )
1879 @objects = $self->$eventtable(
1880 'addl_from' => $cm_join,
1881 'extra_sql' => " AND $are_part_event",
1887 my @e_cust_event = ();
1889 my $cross = "CROSS JOIN $eventtable";
1890 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
1891 unless $eventtable eq 'cust_main';
1893 foreach my $object ( @objects ) {
1895 #this first search uses the condition_sql magic for optimization.
1896 #the more possible events we can eliminate in this step the better
1898 my $cross_where = '';
1899 my $pkey = $object->primary_key;
1900 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
1902 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
1904 FS::part_event_condition->where_conditions_sql( $eventtable,
1905 'time'=>$opt{'time'}
1907 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
1909 $extra_sql = "AND $extra_sql" if $extra_sql;
1911 #here is the agent virtualization
1912 $extra_sql .= " AND ( part_event.agentnum IS NULL
1913 OR part_event.agentnum = ". $self->agentnum. ' )';
1915 $extra_sql .= " $order";
1917 warn "searching for events for $eventtable ". $object->$pkey. "\n"
1918 if $opt{'debug'} > 2;
1919 my @part_event = qsearch( {
1920 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
1921 'select' => 'part_event.*',
1922 'table' => 'part_event',
1923 'addl_from' => "$cross $join",
1924 'hashref' => { 'check_freq' => $check_freq,
1925 'eventtable' => $eventtable,
1928 'extra_sql' => "AND $cross_where $extra_sql",
1932 my $pkey = $object->primary_key;
1933 warn " ". scalar(@part_event).
1934 " possible events found for $eventtable ". $object->$pkey(). "\n";
1937 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
1941 warn " ". scalar(@e_cust_event).
1942 " subtotal possible cust events found for $eventtable\n"
1945 push @cust_event, @e_cust_event;
1949 warn " ". scalar(@cust_event).
1950 " total possible cust events found in initial search\n"
1958 $opt{stage} ||= 'collect';
1960 grep { my $stage = $_->part_event->event_stage;
1961 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
1971 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
1972 'stats_hashref' => \%unsat ),
1975 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
1978 warn " invalid conditions not eliminated with condition_sql:\n".
1979 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
1980 if keys %unsat && $DEBUG; # > 1;
1986 unless( $opt{testonly} ) {
1987 foreach my $cust_event ( @cust_event ) {
1989 my $error = $cust_event->insert();
1991 $dbh->rollback if $oldAutoCommit;
1998 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2004 warn " returning events: ". Dumper(@cust_event). "\n"
2011 =item apply_payments_and_credits [ OPTION => VALUE ... ]
2013 Applies unapplied payments and credits.
2015 In most cases, this new method should be used in place of sequential
2016 apply_payments and apply_credits methods.
2018 A hash of optional arguments may be passed. Currently "manual" is supported.
2019 If true, a payment receipt is sent instead of a statement when
2020 'payment_receipt_email' configuration option is set.
2022 If there is an error, returns the error, otherwise returns false.
2026 sub apply_payments_and_credits {
2027 my( $self, %options ) = @_;
2029 local $SIG{HUP} = 'IGNORE';
2030 local $SIG{INT} = 'IGNORE';
2031 local $SIG{QUIT} = 'IGNORE';
2032 local $SIG{TERM} = 'IGNORE';
2033 local $SIG{TSTP} = 'IGNORE';
2034 local $SIG{PIPE} = 'IGNORE';
2036 my $oldAutoCommit = $FS::UID::AutoCommit;
2037 local $FS::UID::AutoCommit = 0;
2040 $self->select_for_update; #mutex
2042 foreach my $cust_bill ( $self->open_cust_bill ) {
2043 my $error = $cust_bill->apply_payments_and_credits(%options);
2045 $dbh->rollback if $oldAutoCommit;
2046 return "Error applying: $error";
2050 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2055 =item apply_credits OPTION => VALUE ...
2057 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
2058 to outstanding invoice balances in chronological order (or reverse
2059 chronological order if the I<order> option is set to B<newest>) and returns the
2060 value of any remaining unapplied credits available for refund (see
2061 L<FS::cust_refund>).
2063 Dies if there is an error.
2071 local $SIG{HUP} = 'IGNORE';
2072 local $SIG{INT} = 'IGNORE';
2073 local $SIG{QUIT} = 'IGNORE';
2074 local $SIG{TERM} = 'IGNORE';
2075 local $SIG{TSTP} = 'IGNORE';
2076 local $SIG{PIPE} = 'IGNORE';
2078 my $oldAutoCommit = $FS::UID::AutoCommit;
2079 local $FS::UID::AutoCommit = 0;
2082 $self->select_for_update; #mutex
2084 unless ( $self->total_unapplied_credits ) {
2085 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2089 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
2090 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
2092 my @invoices = $self->open_cust_bill;
2093 @invoices = sort { $b->_date <=> $a->_date } @invoices
2094 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
2096 if ( $conf->exists('pkg-balances') ) {
2097 # limit @credits to those w/ a pkgnum grepped from $self
2099 foreach my $i (@invoices) {
2100 foreach my $li ( $i->cust_bill_pkg ) {
2101 $pkgnums{$li->pkgnum} = 1;
2104 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
2109 foreach my $cust_bill ( @invoices ) {
2111 if ( !defined($credit) || $credit->credited == 0) {
2112 $credit = pop @credits or last;
2116 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
2117 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
2119 $owed = $cust_bill->owed;
2121 unless ( $owed > 0 ) {
2122 push @credits, $credit;
2126 my $amount = min( $credit->credited, $owed );
2128 my $cust_credit_bill = new FS::cust_credit_bill ( {
2129 'crednum' => $credit->crednum,
2130 'invnum' => $cust_bill->invnum,
2131 'amount' => $amount,
2133 $cust_credit_bill->pkgnum( $credit->pkgnum )
2134 if $conf->exists('pkg-balances') && $credit->pkgnum;
2135 my $error = $cust_credit_bill->insert;
2137 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2141 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2145 my $total_unapplied_credits = $self->total_unapplied_credits;
2147 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2149 return $total_unapplied_credits;
2152 =item apply_payments [ OPTION => VALUE ... ]
2154 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
2155 to outstanding invoice balances in chronological order.
2157 #and returns the value of any remaining unapplied payments.
2159 A hash of optional arguments may be passed. Currently "manual" is supported.
2160 If true, a payment receipt is sent instead of a statement when
2161 'payment_receipt_email' configuration option is set.
2163 Dies if there is an error.
2167 sub apply_payments {
2168 my( $self, %options ) = @_;
2170 local $SIG{HUP} = 'IGNORE';
2171 local $SIG{INT} = 'IGNORE';
2172 local $SIG{QUIT} = 'IGNORE';
2173 local $SIG{TERM} = 'IGNORE';
2174 local $SIG{TSTP} = 'IGNORE';
2175 local $SIG{PIPE} = 'IGNORE';
2177 my $oldAutoCommit = $FS::UID::AutoCommit;
2178 local $FS::UID::AutoCommit = 0;
2181 $self->select_for_update; #mutex
2185 my @payments = sort { $b->_date <=> $a->_date }
2186 grep { $_->unapplied > 0 }
2189 my @invoices = sort { $a->_date <=> $b->_date}
2190 grep { $_->owed > 0 }
2193 if ( $conf->exists('pkg-balances') ) {
2194 # limit @payments to those w/ a pkgnum grepped from $self
2196 foreach my $i (@invoices) {
2197 foreach my $li ( $i->cust_bill_pkg ) {
2198 $pkgnums{$li->pkgnum} = 1;
2201 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2206 foreach my $cust_bill ( @invoices ) {
2208 if ( !defined($payment) || $payment->unapplied == 0 ) {
2209 $payment = pop @payments or last;
2213 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2214 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2216 $owed = $cust_bill->owed;
2218 unless ( $owed > 0 ) {
2219 push @payments, $payment;
2223 my $amount = min( $payment->unapplied, $owed );
2225 my $cust_bill_pay = new FS::cust_bill_pay ( {
2226 'paynum' => $payment->paynum,
2227 'invnum' => $cust_bill->invnum,
2228 'amount' => $amount,
2230 $cust_bill_pay->pkgnum( $payment->pkgnum )
2231 if $conf->exists('pkg-balances') && $payment->pkgnum;
2232 my $error = $cust_bill_pay->insert(%options);
2234 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2238 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2242 my $total_unapplied_payments = $self->total_unapplied_payments;
2244 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2246 return $total_unapplied_payments;
2253 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>