1 package FS::cust_main::Billing;
4 use vars qw( $conf $DEBUG $me );
7 use List::Util qw( min );
9 use FS::Record qw( qsearch qsearchs dbdef );
10 use FS::Misc::DateTime qw( day_end );
12 use FS::cust_bill_pkg;
13 use FS::cust_bill_pkg_display;
14 use FS::cust_bill_pay;
15 use FS::cust_credit_bill;
16 use FS::cust_tax_adjustment;
18 use FS::tax_rate_location;
19 use FS::cust_bill_pkg_tax_location;
20 use FS::cust_bill_pkg_tax_rate_location;
22 use FS::part_event_condition;
25 # 1 is mostly method/subroutine entry and options
26 # 2 traces progress of some operations
27 # 3 is even more information including possibly sensitive data
29 $me = '[FS::cust_main::Billing]';
31 install_callback FS::UID sub {
33 #yes, need it for stuff below (prolly should be cached)
38 FS::cust_main::Billing - Billing mixin for cust_main
44 These methods are available on FS::cust_main objects.
50 =item bill_and_collect
52 Cancels and suspends any packages due, generates bills, applies payments and
53 credits, and applies collection events to run cards, send bills and notices,
56 By default, warns on errors and continues with the next operation (but see the
59 Options are passed as name-value pairs. Currently available options are:
65 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
69 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
73 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
77 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
81 If set true, re-charges setup fees.
85 If set any errors prevent subsequent operations from continusing. If set
86 specifically to "return", returns the error (or false, if there is no error).
87 Any other true value causes errors to die.
91 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
95 Optional FS::queue entry to receive status updates.
99 Options are passed to the B<bill> and B<collect> methods verbatim, so all
100 options of those methods are also available.
104 sub bill_and_collect {
105 my( $self, %options ) = @_;
109 #$options{actual_time} not $options{time} because freeside-daily -d is for
110 #pre-printing invoices
112 $options{'actual_time'} ||= time;
113 my $job = $options{'job'};
115 $job->update_statustext('0,cleaning expired packages') if $job;
116 $error = $self->cancel_expired_pkgs( day_end( $options{actual_time} ) );
118 $error = "Error expiring custnum ". $self->custnum. ": $error";
119 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
120 elsif ( $options{fatal} ) { die $error; }
121 else { warn $error; }
124 $error = $self->suspend_adjourned_pkgs( day_end( $options{actual_time} ) );
126 $error = "Error adjourning custnum ". $self->custnum. ": $error";
127 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
128 elsif ( $options{fatal} ) { die $error; }
129 else { warn $error; }
132 $error = $self->unsuspend_resumed_pkgs( day_end( $options{actual_time} ) );
134 $error = "Error resuming custnum ".$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('20,billing packages') if $job;
141 $error = $self->bill( %options );
143 $error = "Error billing 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('50,applying payments and credits') if $job;
150 $error = $self->apply_payments_and_credits;
152 $error = "Error applying custnum ". $self->custnum. ": $error";
153 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
154 elsif ( $options{fatal} ) { die $error; }
155 else { warn $error; }
158 $job->update_statustext('70,running collection events') if $job;
159 unless ( $conf->exists('cancelled_cust-noevents')
160 && ! $self->num_ncancelled_pkgs
162 $error = $self->collect( %options );
164 $error = "Error collecting custnum ". $self->custnum. ": $error";
165 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
166 elsif ($options{fatal} ) { die $error; }
167 else { warn $error; }
170 $job->update_statustext('100,finished') if $job;
176 sub cancel_expired_pkgs {
177 my ( $self, $time, %options ) = @_;
179 my @cancel_pkgs = $self->ncancelled_pkgs( {
180 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
185 foreach my $cust_pkg ( @cancel_pkgs ) {
186 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
187 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
188 'reason_otaker' => $cpr->otaker,
193 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
196 join(' / ', @errors);
200 sub suspend_adjourned_pkgs {
201 my ( $self, $time, %options ) = @_;
203 my @susp_pkgs = $self->ncancelled_pkgs( {
205 " AND ( susp IS NULL OR susp = 0 )
206 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
207 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
212 #only because there's no SQL test for is_prepaid :/
214 grep { ( $_->part_pkg->is_prepaid
219 && $_->adjourn <= $time
227 foreach my $cust_pkg ( @susp_pkgs ) {
228 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
229 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
230 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
231 'reason_otaker' => $cpr->otaker
235 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
238 join(' / ', @errors);
242 sub unsuspend_resumed_pkgs {
243 my ( $self, $time, %options ) = @_;
245 my @unsusp_pkgs = $self->ncancelled_pkgs( {
246 'extra_sql' => " AND resume IS NOT NULL AND resume > 0 AND resume <= $time "
251 foreach my $cust_pkg ( @unsusp_pkgs ) {
252 my $error = $cust_pkg->unsuspend( 'time' => $time );
253 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
256 join(' / ', @errors);
262 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
263 conjunction with the collect method by calling B<bill_and_collect>.
265 If there is an error, returns the error, otherwise returns false.
267 Options are passed as name-value pairs. Currently available options are:
273 If set true, re-charges setup fees.
277 If set true then only bill recurring charges, not setup, usage, one time
282 If set, then override the normal frequency and look for a part_pkg_discount
283 to take at that frequency. This is appropriate only when the normal
284 frequency for all packages is monthly, and is an error otherwise. Use
285 C<pkg_list> to limit the set of packages included in billing.
289 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:
293 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
297 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
299 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
303 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
307 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.
311 This boolean value informs the us that the package is being cancelled. This
312 typically might mean not charging the normal recurring fee but only usage
313 fees since the last billing. Setup charges may be charged. Not all package
314 plans support this feature (they tend to charge 0).
318 Prevent the resetting of usage limits during this call.
322 Do not save the generated bill in the database. Useful with return_bill
326 A list reference on which the generated bill(s) will be returned.
330 Optional terms to be printed on this invoice. Otherwise, customer-specific
331 terms or the default terms are used.
338 my( $self, %options ) = @_;
340 return '' if $self->payby eq 'COMP';
342 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
344 warn "$me bill customer ". $self->custnum. "\n"
347 my $time = $options{'time'} || time;
348 my $invoice_time = $options{'invoice_time'} || $time;
350 $options{'not_pkgpart'} ||= {};
351 $options{'not_pkgpart'} = { map { $_ => 1 }
352 split(/\s*,\s*/, $options{'not_pkgpart'})
354 unless ref($options{'not_pkgpart'});
356 local $SIG{HUP} = 'IGNORE';
357 local $SIG{INT} = 'IGNORE';
358 local $SIG{QUIT} = 'IGNORE';
359 local $SIG{TERM} = 'IGNORE';
360 local $SIG{TSTP} = 'IGNORE';
361 local $SIG{PIPE} = 'IGNORE';
363 my $oldAutoCommit = $FS::UID::AutoCommit;
364 local $FS::UID::AutoCommit = 0;
367 warn "$me acquiring lock on customer ". $self->custnum. "\n"
370 $self->select_for_update; #mutex
372 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
375 my $error = $self->do_cust_event(
376 'debug' => ( $options{'debug'} || 0 ),
377 'time' => $invoice_time,
378 'check_freq' => $options{'check_freq'},
379 'stage' => 'pre-bill',
381 unless $options{no_commit};
383 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
387 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
390 #keep auto-charge and non-auto-charge line items separate
391 my @passes = ( '', 'no_auto' );
393 my %cust_bill_pkg = map { $_ => [] } @passes;
396 # find the packages which are due for billing, find out how much they are
397 # & generate invoice database.
400 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
401 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
403 my %taxlisthash = map { $_ => {} } @passes;
405 my @precommit_hooks = ();
407 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
408 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
410 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
412 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG;
414 #? to avoid use of uninitialized value errors... ?
415 $cust_pkg->setfield('bill', '')
416 unless defined($cust_pkg->bill);
418 #my $part_pkg = $cust_pkg->part_pkg;
420 my $real_pkgpart = $cust_pkg->pkgpart;
421 my %hash = $cust_pkg->hash;
423 # we could implement this bit as FS::part_pkg::has_hidden, but we already
424 # suffer from performance issues
425 $options{has_hidden} = 0;
426 my @part_pkg = $cust_pkg->part_pkg->self_and_bill_linked;
427 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
429 foreach my $part_pkg ( @part_pkg ) {
431 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
433 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
435 my $next_bill = $cust_pkg->getfield('bill') || 0;
437 # let this run once if this is the last bill upon cancellation
438 while ( $next_bill <= $time or $options{cancel} ) {
440 $self->_make_lines( 'part_pkg' => $part_pkg,
441 'cust_pkg' => $cust_pkg,
442 'precommit_hooks' => \@precommit_hooks,
443 'line_items' => $cust_bill_pkg{$pass},
444 'setup' => $total_setup{$pass},
445 'recur' => $total_recur{$pass},
446 'tax_matrix' => $taxlisthash{$pass},
448 'real_pkgpart' => $real_pkgpart,
449 'options' => \%options,
452 # Stop if anything goes wrong
455 # or if we're not incrementing the bill date.
456 last if ($cust_pkg->getfield('bill') || 0) == $next_bill;
458 # or if we're letting it run only once
459 last if $options{cancel};
461 $next_bill = $cust_pkg->getfield('bill') || 0;
463 #stop if -o was passed to freeside-daily
464 last if $options{'one_recur'};
467 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
471 } #foreach my $part_pkg
473 } #foreach my $cust_pkg
475 #if the customer isn't on an automatic payby, everything can go on a single
477 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
478 #merge everything into one list
481 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
483 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
485 next unless @cust_bill_pkg; #don't create an invoice w/o line items
487 warn "$me billing pass $pass\n"
488 #.Dumper(\@cust_bill_pkg)."\n"
491 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
492 !$conf->exists('postal_invoice-recurring_only')
496 my $postal_pkg = $self->charge_postal_fee();
497 if ( $postal_pkg && !ref( $postal_pkg ) ) {
499 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
500 return "can't charge postal invoice fee for customer ".
501 $self->custnum. ": $postal_pkg";
503 } elsif ( $postal_pkg ) {
505 my $real_pkgpart = $postal_pkg->pkgpart;
506 # we could implement this bit as FS::part_pkg::has_hidden, but we already
507 # suffer from performance issues
508 $options{has_hidden} = 0;
509 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
510 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
512 foreach my $part_pkg ( @part_pkg ) {
513 my %postal_options = %options;
514 delete $postal_options{cancel};
516 $self->_make_lines( 'part_pkg' => $part_pkg,
517 'cust_pkg' => $postal_pkg,
518 'precommit_hooks' => \@precommit_hooks,
519 'line_items' => \@cust_bill_pkg,
520 'setup' => $total_setup{$pass},
521 'recur' => $total_recur{$pass},
522 'tax_matrix' => $taxlisthash{$pass},
524 'real_pkgpart' => $real_pkgpart,
525 'options' => \%postal_options,
528 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
533 # it's silly to have a zero value postal_pkg, but....
534 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
540 my $listref_or_error =
541 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
543 unless ( ref( $listref_or_error ) ) {
544 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
545 return $listref_or_error;
548 foreach my $taxline ( @$listref_or_error ) {
549 ${ $total_setup{$pass} } =
550 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
551 push @cust_bill_pkg, $taxline;
555 warn "adding tax adjustments...\n" if $DEBUG > 2;
556 foreach my $cust_tax_adjustment (
557 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
563 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
565 my $itemdesc = $cust_tax_adjustment->taxname;
566 $itemdesc = '' if $itemdesc eq 'Tax';
568 push @cust_bill_pkg, new FS::cust_bill_pkg {
574 'itemdesc' => $itemdesc,
575 'itemcomment' => $cust_tax_adjustment->comment,
576 'cust_tax_adjustment' => $cust_tax_adjustment,
577 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
582 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
584 my @cust_bill = $self->cust_bill;
585 my $balance = $self->balance;
586 my $previous_balance = scalar(@cust_bill)
587 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
590 $previous_balance += $cust_bill[$#cust_bill]->charged
591 if scalar(@cust_bill);
592 #my $balance_adjustments =
593 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
595 warn "creating the new invoice\n" if $DEBUG;
596 #create the new invoice
597 my $cust_bill = new FS::cust_bill ( {
598 'custnum' => $self->custnum,
599 '_date' => $invoice_time,
600 'charged' => $charged,
601 'billing_balance' => $balance,
602 'previous_balance' => $previous_balance,
603 'invoice_terms' => $options{'invoice_terms'},
604 'cust_bill_pkg' => \@cust_bill_pkg,
606 $error = $cust_bill->insert unless $options{no_commit};
608 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
609 return "can't create invoice for customer #". $self->custnum. ": $error";
611 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
613 } #foreach my $pass ( keys %cust_bill_pkg )
615 foreach my $hook ( @precommit_hooks ) {
618 } unless $options{no_commit};
620 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
621 return "$@ running precommit hook $hook\n";
625 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
630 #discard bundled packages of 0 value
631 sub _omit_zero_value_bundles {
634 my @cust_bill_pkg = ();
635 my @cust_bill_pkg_bundle = ();
637 my $discount_show_always = 0;
639 foreach my $cust_bill_pkg ( @in ) {
641 $discount_show_always = ($cust_bill_pkg->get('discounts')
642 && scalar(@{$cust_bill_pkg->get('discounts')})
643 && $conf->exists('discount-show-always'));
645 warn " pkgnum ". $cust_bill_pkg->pkgnum. " sum $sum, ".
646 "setup_show_zero ". $cust_bill_pkg->setup_show_zero.
647 "recur_show_zero ". $cust_bill_pkg->recur_show_zero. "\n"
650 if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
651 push @cust_bill_pkg, @cust_bill_pkg_bundle
653 || ($sum == 0 && ( $discount_show_always
654 || grep {$_->recur_show_zero || $_->setup_show_zero}
655 @cust_bill_pkg_bundle
658 @cust_bill_pkg_bundle = ();
662 $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
663 push @cust_bill_pkg_bundle, $cust_bill_pkg;
667 push @cust_bill_pkg, @cust_bill_pkg_bundle
669 || ($sum == 0 && ( $discount_show_always
670 || grep {$_->recur_show_zero || $_->setup_show_zero}
671 @cust_bill_pkg_bundle
675 warn " _omit_zero_value_bundles: ". scalar(@in).
676 '->'. scalar(@cust_bill_pkg). "\n" #. Dumper(@cust_bill_pkg). "\n"
683 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
685 This is a weird one. Perhaps it should not even be exposed.
687 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
688 Usually used internally by bill method B<bill>.
690 If there is an error, returns the error, otherwise returns reference to a
691 list of line items suitable for insertion.
697 An array ref of the line items being billed.
701 A strange beast. The keys to this hash are internal identifiers consisting
702 of the name of the tax object type, a space, and its unique identifier ( e.g.
703 'cust_main_county 23' ). The values of the hash are listrefs. The first
704 item in the list is the tax object. The remaining items are either line
705 items or floating point values (currency amounts).
707 The taxes are calculated on this entity. Calculated exemption records are
708 transferred to the LINEITEMREF items on the assumption that they are related.
714 This specifies the date appearing on the associated invoice. Some
715 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
721 sub calculate_taxes {
722 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
724 # $taxlisthash is a hashref
725 # keys are identifiers, values are arrayrefs
726 # each arrayref starts with a tax object (cust_main_county or tax_rate)
727 # then any cust_bill_pkg objects the tax applies to
729 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
731 warn "$me calculate_taxes\n"
732 #.Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
735 my @tax_line_items = ();
737 # keys are tax names (as printed on invoices / itemdesc )
738 # values are arrayrefs of taxlisthash keys (internal identifiers)
741 # keys are taxlisthash keys (internal identifiers)
742 # values are (cumulative) amounts
745 # keys are taxlisthash keys (internal identifiers)
746 # values are arrayrefs of cust_bill_pkg_tax_location hashrefs
747 my %tax_location = ();
749 # keys are taxlisthash keys (internal identifiers)
750 # values are arrayrefs of cust_bill_pkg_tax_rate_location hashrefs
751 my %tax_rate_location = ();
753 # keys are taxnums (not internal identifiers!)
754 # values are arrayrefs of cust_tax_exempt_pkg objects
757 foreach my $tax ( keys %$taxlisthash ) {
758 # $tax is a tax identifier
759 my $tax_object = shift @{ $taxlisthash->{$tax} };
760 # $tax_object is a cust_main_county or tax_rate
761 # (with pkgnum and locationnum set)
762 # the rest of @{ $taxlisthash->{$tax} } is cust_bill_pkg objects
763 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
764 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
765 # taxline calculates the tax on all cust_bill_pkgs in the
766 # first (arrayref) argument, and returns a hashref of 'name'
767 # (the line item description) and 'amount'.
768 # It also calculates exemptions and attaches them to the cust_bill_pkgs
770 my $taxables = $taxlisthash->{$tax};
771 my $exemptions = $tax_exemption{$tax_object->taxnum} ||= [];
772 my $hashref_or_error =
773 $tax_object->taxline( $taxables,
774 'custnum' => $self->custnum,
775 'invoice_time' => $invoice_time,
776 'exemptions' => $exemptions,
778 return $hashref_or_error unless ref($hashref_or_error);
780 # then collect any new exemptions generated for this tax
781 push @$exemptions, @{ $_->cust_tax_exempt_pkg }
784 unshift @{ $taxlisthash->{$tax} }, $tax_object;
786 my $name = $hashref_or_error->{'name'};
787 my $amount = $hashref_or_error->{'amount'};
789 #warn "adding $amount as $name\n";
790 $taxname{ $name } ||= [];
791 push @{ $taxname{ $name } }, $tax;
793 $tax_amount{ $tax } += $amount;
795 # link records between cust_main_county/tax_rate and cust_location
796 $tax_location{ $tax } ||= [];
797 $tax_rate_location{ $tax } ||= [];
798 if ( ref($tax_object) eq 'FS::cust_main_county' ) {
799 push @{ $tax_location{ $tax } },
801 'taxnum' => $tax_object->taxnum,
802 'taxtype' => ref($tax_object),
803 'pkgnum' => $tax_object->get('pkgnum'),
804 'locationnum' => $tax_object->get('locationnum'),
805 'amount' => sprintf('%.2f', $amount ),
808 elsif ( ref($tax_object) eq 'FS::tax_rate' ) {
809 my $taxratelocationnum =
810 $tax_object->tax_rate_location->taxratelocationnum;
811 push @{ $tax_rate_location{ $tax } },
813 'taxnum' => $tax_object->taxnum,
814 'taxtype' => ref($tax_object),
815 'amount' => sprintf('%.2f', $amount ),
816 'locationtaxid' => $tax_object->location,
817 'taxratelocationnum' => $taxratelocationnum,
823 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
824 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
825 foreach my $tax ( keys %$taxlisthash ) {
826 my $taxables = $taxlisthash->{$tax};
827 my $tax_object = shift @$taxables; # the rest are line items
828 foreach my $cust_bill_pkg ( @$taxables ) {
829 next unless ref($cust_bill_pkg) eq 'FS::cust_bill_pkg';
831 my @cust_tax_exempt_pkg = splice @{ $cust_bill_pkg->cust_tax_exempt_pkg };
833 next unless @cust_tax_exempt_pkg;
834 # get the non-disintegrated version
835 my $real_cust_bill_pkg = $packagemap{$cust_bill_pkg->pkgnum}
836 or die "can't distribute tax exemptions: no line item for ".
837 Dumper($_). " in packagemap ".
838 join(',', sort {$a<=>$b} keys %packagemap). "\n";
840 push @{ $real_cust_bill_pkg->cust_tax_exempt_pkg },
841 @cust_tax_exempt_pkg;
845 #consolidate and create tax line items
846 warn "consolidating and generating...\n" if $DEBUG > 2;
847 foreach my $taxname ( keys %taxname ) {
850 my @cust_bill_pkg_tax_location = ();
851 my @cust_bill_pkg_tax_rate_location = ();
852 warn "adding $taxname\n" if $DEBUG > 1;
853 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
854 next if $seen{$taxitem}++;
855 warn "adding $tax_amount{$taxitem}\n" if $DEBUG > 1;
856 $tax_total += $tax_amount{$taxitem};
857 push @cust_bill_pkg_tax_location,
858 map { new FS::cust_bill_pkg_tax_location $_ }
859 @{ $tax_location{ $taxitem } };
860 push @cust_bill_pkg_tax_rate_location,
861 map { new FS::cust_bill_pkg_tax_rate_location $_ }
862 @{ $tax_rate_location{ $taxitem } };
864 next unless $tax_total;
866 $tax_total = sprintf('%.2f', $tax_total );
868 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
874 if ( $pkg_category and
875 $conf->config('invoice_latexsummary') ||
876 $conf->config('invoice_htmlsummary')
880 my %hash = ( 'section' => $pkg_category->categoryname );
881 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
885 push @tax_line_items, new FS::cust_bill_pkg {
887 'setup' => $tax_total,
891 'itemdesc' => $taxname,
892 'display' => \@display,
893 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
894 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
903 my ($self, %params) = @_;
905 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
907 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
908 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
909 my $precommit_hooks = $params{precommit_hooks} or die "no precommit_hooks specified";
910 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
911 my $total_setup = $params{setup} or die "no setup accumulator specified";
912 my $total_recur = $params{recur} or die "no recur accumulator specified";
913 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
914 my $time = $params{'time'} or die "no time specified";
915 my (%options) = %{$params{options}};
917 if ( $part_pkg->freq ne '1' and ($options{'freq_override'} || 0) > 0 ) {
918 # this should never happen
919 die 'freq_override billing attempted on non-monthly package '.
924 my $real_pkgpart = $params{real_pkgpart};
925 my %hash = $cust_pkg->hash;
926 my $old_cust_pkg = new FS::cust_pkg \%hash;
931 $cust_pkg->pkgpart($part_pkg->pkgpart);
939 my @setup_discounts = ();
940 my %setup_param = ( 'discounts' => \@setup_discounts );
941 if ( ! $options{recurring_only}
942 and ! $options{cancel}
943 and ( $options{'resetup'}
944 || ( ! $cust_pkg->setup
945 && ( ! $cust_pkg->start_date
946 || $cust_pkg->start_date <= day_end($time)
948 && ( ! $conf->exists('disable_setup_suspended_pkgs')
949 || ( $conf->exists('disable_setup_suspended_pkgs') &&
950 ! $cust_pkg->getfield('susp')
958 warn " bill setup\n" if $DEBUG > 1;
960 unless ( $cust_pkg->waive_setup ) {
963 $setup = eval { $cust_pkg->calc_setup( $time, \@details, \%setup_param ) };
964 return "$@ running calc_setup for $cust_pkg\n"
967 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
970 $cust_pkg->setfield('setup', $time)
971 unless $cust_pkg->setup;
972 #do need it, but it won't get written to the db
973 #|| $cust_pkg->pkgpart != $real_pkgpart;
975 $cust_pkg->setfield('start_date', '')
976 if $cust_pkg->start_date;
986 my @recur_discounts = ();
988 if ( ! $cust_pkg->start_date
989 and ( ! $cust_pkg->susp || $cust_pkg->option('suspend_bill',1)
990 || ( $part_pkg->option('suspend_bill', 1) )
991 && ! $cust_pkg->option('no_suspend_bill',1)
994 ( $part_pkg->freq ne '0' && ( $cust_pkg->bill || 0 ) <= day_end($time) )
995 || ( $part_pkg->plan eq 'voip_cdr'
996 && $part_pkg->option('bill_every_call')
1001 # XXX should this be a package event? probably. events are called
1002 # at collection time at the moment, though...
1003 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
1004 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
1005 #don't want to reset usage just cause we want a line item??
1006 #&& $part_pkg->pkgpart == $real_pkgpart;
1008 warn " bill recur\n" if $DEBUG > 1;
1011 # XXX shared with $recur_prog
1012 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
1016 #over two params! lets at least switch to a hashref for the rest...
1017 my $increment_next_bill = ( $part_pkg->freq ne '0'
1018 && ( $cust_pkg->getfield('bill') || 0 ) <= day_end($time)
1019 && !$options{cancel}
1021 my %param = ( %setup_param,
1022 'precommit_hooks' => $precommit_hooks,
1023 'increment_next_bill' => $increment_next_bill,
1024 'discounts' => \@recur_discounts,
1025 'real_pkgpart' => $real_pkgpart,
1026 'freq_override' => $options{freq_override} || '',
1030 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
1032 # There may be some part_pkg for which this is wrong. Only those
1033 # which can_discount are supported.
1034 # (the UI should prevent adding discounts to these at the moment)
1036 warn "calling $method on cust_pkg ". $cust_pkg->pkgnum.
1037 " for pkgpart ". $cust_pkg->pkgpart.
1038 " with params ". join(' / ', map "$_=>$param{$_}", keys %param). "\n"
1041 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
1042 return "$@ running $method for $cust_pkg\n"
1046 $unitrecur = $cust_pkg->part_pkg->base_recur || $recur; #XXX uuh
1048 if ( $increment_next_bill ) {
1050 my $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
1051 return "unparsable frequency: ". $part_pkg->freq
1052 if $next_bill == -1;
1054 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
1055 # only for figuring next bill date, nothing else, so, reset $sdate again
1057 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1058 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
1059 $cust_pkg->last_bill($sdate);
1061 $cust_pkg->setfield('bill', $next_bill );
1065 if ( $param{'setup_fee'} ) {
1066 # Add an additional setup fee at the billing stage.
1067 # Used for prorate_defer_bill.
1068 $setup += $param{'setup_fee'};
1069 $unitsetup += $param{'setup_fee'};
1073 if ( defined $param{'discount_left_setup'} ) {
1074 foreach my $discount_setup ( values %{$param{'discount_left_setup'}} ) {
1075 $setup -= $discount_setup;
1081 warn "\$setup is undefined" unless defined($setup);
1082 warn "\$recur is undefined" unless defined($recur);
1083 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
1086 # If there's line items, create em cust_bill_pkg records
1087 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
1092 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
1093 # hmm.. and if just the options are modified in some weird price plan?
1095 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
1098 my $error = $cust_pkg->replace( $old_cust_pkg,
1099 'depend_jobnum'=>$options{depend_jobnum},
1100 'options' => { $cust_pkg->options },
1102 unless $options{no_commit};
1103 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
1104 if $error; #just in case
1107 $setup = sprintf( "%.2f", $setup );
1108 $recur = sprintf( "%.2f", $recur );
1109 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
1110 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
1112 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
1113 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
1116 my $discount_show_always = $conf->exists('discount-show-always')
1117 && ( ($setup == 0 && scalar(@setup_discounts))
1118 || ($recur == 0 && scalar(@recur_discounts))
1123 || (!$part_pkg->hidden && $options{has_hidden}) #include some $0 lines
1124 || $discount_show_always
1125 || ($setup == 0 && $cust_pkg->_X_show_zero('setup'))
1126 || ($recur == 0 && $cust_pkg->_X_show_zero('recur'))
1130 warn " charges (setup=$setup, recur=$recur); adding line items\n"
1133 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
1135 warn " adding customer package invoice detail: $_\n"
1136 foreach @cust_pkg_detail;
1138 push @details, @cust_pkg_detail;
1140 my $cust_bill_pkg = new FS::cust_bill_pkg {
1141 'pkgnum' => $cust_pkg->pkgnum,
1143 'unitsetup' => $unitsetup,
1145 'unitrecur' => $unitrecur,
1146 'quantity' => $cust_pkg->quantity,
1147 'details' => \@details,
1148 'discounts' => [ @setup_discounts, @recur_discounts ],
1149 'hidden' => $part_pkg->hidden,
1150 'freq' => $part_pkg->freq,
1153 if ( $part_pkg->option('prorate_defer_bill',1)
1154 and !$hash{last_bill} ) {
1155 # both preceding and upcoming, technically
1156 $cust_bill_pkg->sdate( $cust_pkg->setup );
1157 $cust_bill_pkg->edate( $cust_pkg->bill );
1158 } elsif ( $part_pkg->recur_temporality eq 'preceding' ) {
1159 $cust_bill_pkg->sdate( $hash{last_bill} );
1160 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
1161 $cust_bill_pkg->edate( $time ) if $options{cancel};
1162 } else { #if ( $part_pkg->recur_temporality eq 'upcoming' ) {
1163 $cust_bill_pkg->sdate( $sdate );
1164 $cust_bill_pkg->edate( $cust_pkg->bill );
1165 #$cust_bill_pkg->edate( $time ) if $options{cancel};
1168 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
1169 unless $part_pkg->pkgpart == $real_pkgpart;
1171 $$total_setup += $setup;
1172 $$total_recur += $recur;
1178 unless ( $discount_show_always ) {
1180 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
1181 return $error if $error;
1184 push @$cust_bill_pkgs, $cust_bill_pkg;
1186 } #if $setup != 0 || $recur != 0
1196 my $part_pkg = shift;
1197 my $taxlisthash = shift;
1198 my $cust_bill_pkg = shift;
1199 my $cust_pkg = shift;
1200 my $invoice_time = shift;
1201 my $real_pkgpart = shift;
1202 my $options = shift;
1204 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1206 my %cust_bill_pkg = ();
1210 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
1211 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
1212 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
1213 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
1215 my $exempt = $conf->exists('cust_class-tax_exempt')
1216 ? ( $self->cust_class ? $self->cust_class->tax : '' )
1218 # standardize this just to be sure
1219 $exempt = ($exempt eq 'Y') ? 'Y' : '';
1221 #if ( $exempt !~ /Y/i && $self->payby ne 'COMP' ) {
1222 if ( $self->payby ne 'COMP' ) {
1224 if ( $conf->exists('enable_taxproducts')
1225 && ( scalar($part_pkg->part_pkg_taxoverride)
1226 || $part_pkg->has_taxproduct
1233 foreach my $class (@classes) {
1234 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class, $cust_pkg );
1235 return $err_or_ref unless ref($err_or_ref);
1236 $taxes{$class} = $err_or_ref;
1239 unless (exists $taxes{''}) {
1240 my $err_or_ref = $self->_gather_taxes( $part_pkg, '', $cust_pkg );
1241 return $err_or_ref unless ref($err_or_ref);
1242 $taxes{''} = $err_or_ref;
1247 } else { # cust_main_county tax system
1249 # We fetch taxes even if the customer is completely exempt,
1250 # because we need to record that fact.
1252 my @loc_keys = qw( district city county state country );
1253 my $location = $cust_pkg->tax_location;
1254 my %taxhash = map { $_ => $location->$_ } @loc_keys;
1256 $taxhash{'taxclass'} = $part_pkg->taxclass;
1258 my @taxes = (); # entries are cust_main_county objects
1259 my %taxhash_elim = %taxhash;
1260 my @elim = qw( district city county state );
1263 #first try a match with taxclass
1264 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1266 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1267 #then try a match without taxclass
1268 my %no_taxclass = %taxhash_elim;
1269 $no_taxclass{ 'taxclass' } = '';
1270 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1273 $taxhash_elim{ shift(@elim) } = '';
1275 } while ( !scalar(@taxes) && scalar(@elim) );
1278 # These could become cust_bill_pkg_tax_location records,
1279 # or cust_tax_exempt_pkg. We'll decide later.
1280 $_->set('pkgnum', $cust_pkg->pkgnum);
1281 $_->set('locationnum', $cust_pkg->tax_locationnum);
1284 $taxes{''} = [ @taxes ];
1285 $taxes{'setup'} = [ @taxes ];
1286 $taxes{'recur'} = [ @taxes ];
1287 $taxes{$_} = [ @taxes ] foreach (@classes);
1289 # # maybe eliminate this entirely, along with all the 0% records
1290 # unless ( @taxes ) {
1292 # "fatal: can't find tax rate for state/county/country/taxclass ".
1293 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
1296 } #if $conf->exists('enable_taxproducts') ...
1298 } # if $self->payby eq 'COMP'
1300 #what's this doing in the middle of _handle_taxes? probably should split
1301 #this into three parts above in _make_lines
1302 $cust_bill_pkg->set_display( part_pkg => $part_pkg,
1303 real_pkgpart => $real_pkgpart,
1306 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
1307 foreach my $key (keys %tax_cust_bill_pkg) {
1308 # $key is "setup", "recur", or a usage class name. ('' is a usage class.)
1309 # $tax_cust_bill_pkg{$key} is a cust_bill_pkg for that component of
1311 # $taxes{$key} is an arrayref of cust_main_county or tax_rate objects that
1312 # apply to $key-class charges.
1313 my @taxes = @{ $taxes{$key} || [] };
1314 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
1316 my %localtaxlisthash = ();
1317 foreach my $tax ( @taxes ) {
1319 # this is the tax identifier, not the taxname
1320 my $taxname = ref( $tax ). ' '. $tax->taxnum;
1321 $taxname .= ' pkgnum'. $cust_pkg->pkgnum;
1322 # We need to create a separate $taxlisthash entry for each pkgnum
1323 # on the invoice, so that cust_bill_pkg_tax_location records will
1324 # be linked correctly.
1326 # $taxlisthash: keys are "setup", "recur", and usage classes.
1327 # Values are arrayrefs, first the tax object (cust_main_county
1328 # or tax_rate) and then any cust_bill_pkg objects that the
1330 $taxlisthash->{ $taxname } ||= [ $tax ];
1331 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
1333 $localtaxlisthash{ $taxname } ||= [ $tax ];
1334 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
1338 warn "finding taxed taxes...\n" if $DEBUG > 2;
1339 foreach my $tax ( keys %localtaxlisthash ) {
1340 my $tax_object = shift @{ $localtaxlisthash{$tax} };
1341 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
1343 next unless $tax_object->can('tax_on_tax');
1345 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
1346 my $totname = ref( $tot ). ' '. $tot->taxnum;
1348 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
1350 next unless exists( $localtaxlisthash{ $totname } ); # only increase
1352 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
1353 my $hashref_or_error =
1354 $tax_object->taxline( $localtaxlisthash{$tax},
1355 'custnum' => $self->custnum,
1356 'invoice_time' => $invoice_time,
1358 return $hashref_or_error
1359 unless ref($hashref_or_error);
1361 $taxlisthash->{ $totname } ||= [ $tot ];
1362 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
1374 my $part_pkg = shift;
1376 my $cust_pkg = shift;
1378 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1381 if ( $cust_pkg->locationnum && $conf->exists('tax-pkg_address') ) {
1382 $geocode = $cust_pkg->cust_location->geocode('cch');
1384 $geocode = $self->geocode('cch');
1389 my @taxclassnums = map { $_->taxclassnum }
1390 $part_pkg->part_pkg_taxoverride($class);
1392 unless (@taxclassnums) {
1393 @taxclassnums = map { $_->taxclassnum }
1394 grep { $_->taxable eq 'Y' }
1395 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
1397 warn "Found taxclassnum values of ". join(',', @taxclassnums)
1402 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
1404 @taxes = qsearch({ 'table' => 'tax_rate',
1405 'hashref' => { 'geocode' => $geocode, },
1406 'extra_sql' => $extra_sql,
1408 if scalar(@taxclassnums);
1410 warn "Found taxes ".
1411 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
1418 =item collect [ HASHREF | OPTION => VALUE ... ]
1420 (Attempt to) collect money for this customer's outstanding invoices (see
1421 L<FS::cust_bill>). Usually used after the bill method.
1423 Actions are now triggered by billing events; see L<FS::part_event> and the
1424 billing events web interface. Old-style invoice events (see
1425 L<FS::part_bill_event>) have been deprecated.
1427 If there is an error, returns the error, otherwise returns false.
1429 Options are passed as name-value pairs.
1431 Currently available options are:
1437 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.
1441 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1445 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1449 set true to surpress email card/ACH decline notices.
1453 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)
1459 # allows for one time override of normal customer billing method
1464 my( $self, %options ) = @_;
1466 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1468 my $invoice_time = $options{'invoice_time'} || time;
1471 local $SIG{HUP} = 'IGNORE';
1472 local $SIG{INT} = 'IGNORE';
1473 local $SIG{QUIT} = 'IGNORE';
1474 local $SIG{TERM} = 'IGNORE';
1475 local $SIG{TSTP} = 'IGNORE';
1476 local $SIG{PIPE} = 'IGNORE';
1478 my $oldAutoCommit = $FS::UID::AutoCommit;
1479 local $FS::UID::AutoCommit = 0;
1482 $self->select_for_update; #mutex
1485 my $balance = $self->balance;
1486 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1489 if ( exists($options{'retry_card'}) ) {
1490 carp 'retry_card option passed to collect is deprecated; use retry';
1491 $options{'retry'} ||= $options{'retry_card'};
1493 if ( exists($options{'retry'}) && $options{'retry'} ) {
1494 my $error = $self->retry_realtime;
1496 $dbh->rollback if $oldAutoCommit;
1501 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1503 #never want to roll back an event just because it returned an error
1504 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1506 $self->do_cust_event(
1507 'debug' => ( $options{'debug'} || 0 ),
1508 'time' => $invoice_time,
1509 'check_freq' => $options{'check_freq'},
1510 'stage' => 'collect',
1515 =item retry_realtime
1517 Schedules realtime / batch credit card / electronic check / LEC billing
1518 events for for retry. Useful if card information has changed or manual
1519 retry is desired. The 'collect' method must be called to actually retry
1522 Implementation details: For either this customer, or for each of this
1523 customer's open invoices, changes the status of the first "done" (with
1524 statustext error) realtime processing event to "failed".
1528 sub retry_realtime {
1531 local $SIG{HUP} = 'IGNORE';
1532 local $SIG{INT} = 'IGNORE';
1533 local $SIG{QUIT} = 'IGNORE';
1534 local $SIG{TERM} = 'IGNORE';
1535 local $SIG{TSTP} = 'IGNORE';
1536 local $SIG{PIPE} = 'IGNORE';
1538 my $oldAutoCommit = $FS::UID::AutoCommit;
1539 local $FS::UID::AutoCommit = 0;
1542 #a little false laziness w/due_cust_event (not too bad, really)
1544 my $join = FS::part_event_condition->join_conditions_sql;
1545 my $order = FS::part_event_condition->order_conditions_sql;
1548 . join ( ' OR ' , map {
1549 my $cust_join = FS::part_event->eventtables_cust_join->{$_} || '';
1550 my $custnum = FS::part_event->eventtables_custnum->{$_};
1551 "( part_event.eventtable = " . dbh->quote($_)
1552 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key
1553 . " from $_ $cust_join"
1554 . " where $custnum = " . dbh->quote( $self->custnum ) . "))" ;
1555 } FS::part_event->eventtables)
1558 #here is the agent virtualization
1559 my $agent_virt = " ( part_event.agentnum IS NULL
1560 OR part_event.agentnum = ". $self->agentnum. ' )';
1562 #XXX this shouldn't be hardcoded, actions should declare it...
1563 my @realtime_events = qw(
1564 cust_bill_realtime_card
1565 cust_bill_realtime_check
1566 cust_bill_realtime_lec
1570 my $is_realtime_event =
1571 ' part_event.action IN ( '.
1572 join(',', map "'$_'", @realtime_events ).
1575 my $batch_or_statustext =
1576 "( part_event.action = 'cust_bill_batch'
1577 OR ( statustext IS NOT NULL AND statustext != '' )
1581 my @cust_event = qsearch({
1582 'table' => 'cust_event',
1583 'select' => 'cust_event.*',
1584 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1585 'hashref' => { 'status' => 'done' },
1586 'extra_sql' => " AND $batch_or_statustext ".
1587 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1590 my %seen_invnum = ();
1591 foreach my $cust_event (@cust_event) {
1593 #max one for the customer, one for each open invoice
1594 my $cust_X = $cust_event->cust_X;
1595 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1599 or $cust_event->part_event->eventtable eq 'cust_bill'
1602 my $error = $cust_event->retry;
1604 $dbh->rollback if $oldAutoCommit;
1605 return "error scheduling event for retry: $error";
1610 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1615 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1617 Runs billing events; see L<FS::part_event> and the billing events web
1620 If there is an error, returns the error, otherwise returns false.
1622 Options are passed as name-value pairs.
1624 Currently available options are:
1630 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.
1634 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1638 "collect" (the default) or "pre-bill"
1642 set true to surpress email card/ACH decline notices.
1646 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)
1653 # allows for one time override of normal customer billing method
1657 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1660 my( $self, %options ) = @_;
1662 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1664 my $time = $options{'time'} || time;
1667 local $SIG{HUP} = 'IGNORE';
1668 local $SIG{INT} = 'IGNORE';
1669 local $SIG{QUIT} = 'IGNORE';
1670 local $SIG{TERM} = 'IGNORE';
1671 local $SIG{TSTP} = 'IGNORE';
1672 local $SIG{PIPE} = 'IGNORE';
1674 my $oldAutoCommit = $FS::UID::AutoCommit;
1675 local $FS::UID::AutoCommit = 0;
1678 $self->select_for_update; #mutex
1681 my $balance = $self->balance;
1682 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
1685 # if ( exists($options{'retry_card'}) ) {
1686 # carp 'retry_card option passed to collect is deprecated; use retry';
1687 # $options{'retry'} ||= $options{'retry_card'};
1689 # if ( exists($options{'retry'}) && $options{'retry'} ) {
1690 # my $error = $self->retry_realtime;
1692 # $dbh->rollback if $oldAutoCommit;
1697 # false laziness w/pay_batch::import_results
1699 my $due_cust_event = $self->due_cust_event(
1700 'debug' => ( $options{'debug'} || 0 ),
1702 'check_freq' => $options{'check_freq'},
1703 'stage' => ( $options{'stage'} || 'collect' ),
1705 unless( ref($due_cust_event) ) {
1706 $dbh->rollback if $oldAutoCommit;
1707 return $due_cust_event;
1710 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1711 #never want to roll back an event just because it or a different one
1713 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1715 foreach my $cust_event ( @$due_cust_event ) {
1719 #re-eval event conditions (a previous event could have changed things)
1720 unless ( $cust_event->test_conditions ) {
1721 #don't leave stray "new/locked" records around
1722 my $error = $cust_event->delete;
1723 return $error if $error;
1728 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
1729 if $options{'quiet'};
1730 warn " running cust_event ". $cust_event->eventnum. "\n"
1733 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
1734 if ( my $error = $cust_event->do_event( 'time' => $time ) ) {
1735 #XXX wtf is this? figure out a proper dealio with return value
1747 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
1749 Inserts database records for and returns an ordered listref of new events due
1750 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
1751 events are due, an empty listref is returned. If there is an error, returns a
1752 scalar error message.
1754 To actually run the events, call each event's test_condition method, and if
1755 still true, call the event's do_event method.
1757 Options are passed as a hashref or as a list of name-value pairs. Available
1764 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
1768 "collect" (the default) or "pre-bill"
1772 "Current time" for the events.
1776 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1780 Only return events for the specified eventtable (by default, events of all eventtables are returned)
1784 Explicitly pass the objects to be tested (typically used with eventtable).
1788 Set to true to return the objects, but not actually insert them into the
1795 sub due_cust_event {
1797 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
1800 #my $DEBUG = $opt{'debug'}
1801 local($DEBUG) = $opt{'debug'}
1802 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
1803 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1805 warn "$me due_cust_event called with options ".
1806 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
1809 $opt{'time'} ||= time;
1811 local $SIG{HUP} = 'IGNORE';
1812 local $SIG{INT} = 'IGNORE';
1813 local $SIG{QUIT} = 'IGNORE';
1814 local $SIG{TERM} = 'IGNORE';
1815 local $SIG{TSTP} = 'IGNORE';
1816 local $SIG{PIPE} = 'IGNORE';
1818 my $oldAutoCommit = $FS::UID::AutoCommit;
1819 local $FS::UID::AutoCommit = 0;
1822 $self->select_for_update #mutex
1823 unless $opt{testonly};
1826 # find possible events (initial search)
1829 my @cust_event = ();
1831 my @eventtable = $opt{'eventtable'}
1832 ? ( $opt{'eventtable'} )
1833 : FS::part_event->eventtables_runorder;
1835 my $check_freq = $opt{'check_freq'} || '1d';
1837 foreach my $eventtable ( @eventtable ) {
1840 if ( $opt{'objects'} ) {
1842 @objects = @{ $opt{'objects'} };
1844 } elsif ( $eventtable eq 'cust_main' ) {
1846 @objects = ( $self );
1850 my $cm_join = " LEFT JOIN cust_main USING ( custnum )";
1851 # linkage not needed here because FS::cust_main->$eventtable will
1854 #some false laziness w/Cron::bill bill_where
1856 my $join = FS::part_event_condition->join_conditions_sql( $eventtable);
1857 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
1858 'time'=>$opt{'time'},
1860 $where = $where ? "AND $where" : '';
1862 my $are_part_event =
1863 "EXISTS ( SELECT 1 FROM part_event $join
1864 WHERE check_freq = '$check_freq'
1865 AND eventtable = '$eventtable'
1866 AND ( disabled = '' OR disabled IS NULL )
1872 @objects = $self->$eventtable(
1873 'addl_from' => $cm_join,
1874 'extra_sql' => " AND $are_part_event",
1876 } # if ( !$opt{objects} and $eventtable ne 'cust_main' )
1878 my @e_cust_event = ();
1880 my $linkage = FS::part_event->eventtables_cust_join->{$eventtable} || '';
1882 my $cross = "CROSS JOIN $eventtable $linkage";
1883 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
1884 unless $eventtable eq 'cust_main';
1886 foreach my $object ( @objects ) {
1888 #this first search uses the condition_sql magic for optimization.
1889 #the more possible events we can eliminate in this step the better
1891 my $cross_where = '';
1892 my $pkey = $object->primary_key;
1893 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
1895 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
1897 FS::part_event_condition->where_conditions_sql( $eventtable,
1898 'time'=>$opt{'time'}
1900 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
1902 $extra_sql = "AND $extra_sql" if $extra_sql;
1904 #here is the agent virtualization
1905 $extra_sql .= " AND ( part_event.agentnum IS NULL
1906 OR part_event.agentnum = ". $self->agentnum. ' )';
1908 $extra_sql .= " $order";
1910 warn "searching for events for $eventtable ". $object->$pkey. "\n"
1911 if $opt{'debug'} > 2;
1912 my @part_event = qsearch( {
1913 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
1914 'select' => 'part_event.*',
1915 'table' => 'part_event',
1916 'addl_from' => "$cross $join",
1917 'hashref' => { 'check_freq' => $check_freq,
1918 'eventtable' => $eventtable,
1921 'extra_sql' => "AND $cross_where $extra_sql",
1925 my $pkey = $object->primary_key;
1926 warn " ". scalar(@part_event).
1927 " possible events found for $eventtable ". $object->$pkey(). "\n";
1930 push @e_cust_event, map {
1931 $_->new_cust_event($object, 'time' => $opt{'time'})
1936 warn " ". scalar(@e_cust_event).
1937 " subtotal possible cust events found for $eventtable\n"
1940 push @cust_event, @e_cust_event;
1944 warn " ". scalar(@cust_event).
1945 " total possible cust events found in initial search\n"
1953 $opt{stage} ||= 'collect';
1955 grep { my $stage = $_->part_event->event_stage;
1956 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
1966 @cust_event = grep $_->test_conditions( 'stats_hashref' => \%unsat ),
1969 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
1972 warn " invalid conditions not eliminated with condition_sql:\n".
1973 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
1974 if keys %unsat && $DEBUG; # > 1;
1980 unless( $opt{testonly} ) {
1981 foreach my $cust_event ( @cust_event ) {
1983 my $error = $cust_event->insert();
1985 $dbh->rollback if $oldAutoCommit;
1992 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1998 warn " returning events: ". Dumper(@cust_event). "\n"
2005 =item apply_payments_and_credits [ OPTION => VALUE ... ]
2007 Applies unapplied payments and credits.
2009 In most cases, this new method should be used in place of sequential
2010 apply_payments and apply_credits methods.
2012 A hash of optional arguments may be passed. Currently "manual" is supported.
2013 If true, a payment receipt is sent instead of a statement when
2014 'payment_receipt_email' configuration option is set.
2016 If there is an error, returns the error, otherwise returns false.
2020 sub apply_payments_and_credits {
2021 my( $self, %options ) = @_;
2023 local $SIG{HUP} = 'IGNORE';
2024 local $SIG{INT} = 'IGNORE';
2025 local $SIG{QUIT} = 'IGNORE';
2026 local $SIG{TERM} = 'IGNORE';
2027 local $SIG{TSTP} = 'IGNORE';
2028 local $SIG{PIPE} = 'IGNORE';
2030 my $oldAutoCommit = $FS::UID::AutoCommit;
2031 local $FS::UID::AutoCommit = 0;
2034 $self->select_for_update; #mutex
2036 foreach my $cust_bill ( $self->open_cust_bill ) {
2037 my $error = $cust_bill->apply_payments_and_credits(%options);
2039 $dbh->rollback if $oldAutoCommit;
2040 return "Error applying: $error";
2044 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2049 =item apply_credits OPTION => VALUE ...
2051 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
2052 to outstanding invoice balances in chronological order (or reverse
2053 chronological order if the I<order> option is set to B<newest>) and returns the
2054 value of any remaining unapplied credits available for refund (see
2055 L<FS::cust_refund>).
2057 Dies if there is an error.
2065 local $SIG{HUP} = 'IGNORE';
2066 local $SIG{INT} = 'IGNORE';
2067 local $SIG{QUIT} = 'IGNORE';
2068 local $SIG{TERM} = 'IGNORE';
2069 local $SIG{TSTP} = 'IGNORE';
2070 local $SIG{PIPE} = 'IGNORE';
2072 my $oldAutoCommit = $FS::UID::AutoCommit;
2073 local $FS::UID::AutoCommit = 0;
2076 $self->select_for_update; #mutex
2078 unless ( $self->total_unapplied_credits ) {
2079 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2083 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
2084 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
2086 my @invoices = $self->open_cust_bill;
2087 @invoices = sort { $b->_date <=> $a->_date } @invoices
2088 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
2090 if ( $conf->exists('pkg-balances') ) {
2091 # limit @credits to those w/ a pkgnum grepped from $self
2093 foreach my $i (@invoices) {
2094 foreach my $li ( $i->cust_bill_pkg ) {
2095 $pkgnums{$li->pkgnum} = 1;
2098 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
2103 foreach my $cust_bill ( @invoices ) {
2105 if ( !defined($credit) || $credit->credited == 0) {
2106 $credit = pop @credits or last;
2110 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
2111 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
2113 $owed = $cust_bill->owed;
2115 unless ( $owed > 0 ) {
2116 push @credits, $credit;
2120 my $amount = min( $credit->credited, $owed );
2122 my $cust_credit_bill = new FS::cust_credit_bill ( {
2123 'crednum' => $credit->crednum,
2124 'invnum' => $cust_bill->invnum,
2125 'amount' => $amount,
2127 $cust_credit_bill->pkgnum( $credit->pkgnum )
2128 if $conf->exists('pkg-balances') && $credit->pkgnum;
2129 my $error = $cust_credit_bill->insert;
2131 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2135 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2139 my $total_unapplied_credits = $self->total_unapplied_credits;
2141 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2143 return $total_unapplied_credits;
2146 =item apply_payments [ OPTION => VALUE ... ]
2148 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
2149 to outstanding invoice balances in chronological order.
2151 #and returns the value of any remaining unapplied payments.
2153 A hash of optional arguments may be passed. Currently "manual" is supported.
2154 If true, a payment receipt is sent instead of a statement when
2155 'payment_receipt_email' configuration option is set.
2157 Dies if there is an error.
2161 sub apply_payments {
2162 my( $self, %options ) = @_;
2164 local $SIG{HUP} = 'IGNORE';
2165 local $SIG{INT} = 'IGNORE';
2166 local $SIG{QUIT} = 'IGNORE';
2167 local $SIG{TERM} = 'IGNORE';
2168 local $SIG{TSTP} = 'IGNORE';
2169 local $SIG{PIPE} = 'IGNORE';
2171 my $oldAutoCommit = $FS::UID::AutoCommit;
2172 local $FS::UID::AutoCommit = 0;
2175 $self->select_for_update; #mutex
2179 my @payments = sort { $b->_date <=> $a->_date }
2180 grep { $_->unapplied > 0 }
2183 my @invoices = sort { $a->_date <=> $b->_date}
2184 grep { $_->owed > 0 }
2187 if ( $conf->exists('pkg-balances') ) {
2188 # limit @payments to those w/ a pkgnum grepped from $self
2190 foreach my $i (@invoices) {
2191 foreach my $li ( $i->cust_bill_pkg ) {
2192 $pkgnums{$li->pkgnum} = 1;
2195 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2200 foreach my $cust_bill ( @invoices ) {
2202 if ( !defined($payment) || $payment->unapplied == 0 ) {
2203 $payment = pop @payments or last;
2207 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2208 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2210 $owed = $cust_bill->owed;
2212 unless ( $owed > 0 ) {
2213 push @payments, $payment;
2217 my $amount = min( $payment->unapplied, $owed );
2220 'paynum' => $payment->paynum,
2221 'invnum' => $cust_bill->invnum,
2222 'amount' => $amount,
2224 $cbp->{_date} = $payment->_date
2225 if $options{'manual'} && $options{'backdate_application'};
2226 my $cust_bill_pay = new FS::cust_bill_pay($cbp);
2227 $cust_bill_pay->pkgnum( $payment->pkgnum )
2228 if $conf->exists('pkg-balances') && $payment->pkgnum;
2229 my $error = $cust_bill_pay->insert(%options);
2231 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2235 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2239 my $total_unapplied_payments = $self->total_unapplied_payments;
2241 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2243 return $total_unapplied_payments;
2253 suspend_adjourned_pkgs
2254 unsuspend_resumed_pkgs
2257 (do_cust_event pre-bill)
2260 (vendor-only) _gather_taxes
2261 _omit_zero_value_bundles
2264 apply_payments_and_credits
2273 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>