1 package FS::cust_main::Billing;
4 use vars qw( $conf $DEBUG $me );
7 use List::Util qw( min );
9 use FS::Record qw( qsearch qsearchs dbdef );
10 use FS::Misc::DateTime qw( day_end );
13 use FS::cust_bill_pkg;
14 use FS::cust_bill_pkg_display;
15 use FS::cust_bill_pay;
16 use FS::cust_credit_bill;
17 use FS::cust_tax_adjustment;
19 use FS::tax_rate_location;
20 use FS::cust_bill_pkg_tax_location;
21 use FS::cust_bill_pkg_tax_rate_location;
23 use FS::part_event_condition;
25 use FS::FeeOrigin_Mixin;
28 # 1 is mostly method/subroutine entry and options
29 # 2 traces progress of some operations
30 # 3 is even more information including possibly sensitive data
32 $me = '[FS::cust_main::Billing]';
34 install_callback FS::UID sub {
36 #yes, need it for stuff below (prolly should be cached)
41 FS::cust_main::Billing - Billing mixin for cust_main
47 These methods are available on FS::cust_main objects.
53 =item bill_and_collect
55 Cancels and suspends any packages due, generates bills, applies payments and
56 credits, and applies collection events to run cards, send bills and notices,
59 By default, warns on errors and continues with the next operation (but see the
62 Options are passed as name-value pairs. Currently available options are:
68 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:
72 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
76 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.
80 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
84 If set true, re-charges setup fees.
88 If set any errors prevent subsequent operations from continusing. If set
89 specifically to "return", returns the error (or false, if there is no error).
90 Any other true value causes errors to die.
94 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)
98 Optional FS::queue entry to receive status updates.
102 Options are passed to the B<bill> and B<collect> methods verbatim, so all
103 options of those methods are also available.
107 sub bill_and_collect {
108 my( $self, %options ) = @_;
110 my $log = FS::Log->new('FS::cust_main::Billing::bill_and_collect');
111 my %logopt = (object => $self);
112 $log->debug('start', %logopt);
116 #$options{actual_time} not $options{time} because freeside-daily -d is for
117 #pre-printing invoices
119 $options{'actual_time'} ||= time;
120 my $job = $options{'job'};
122 my $actual_time = ( $conf->exists('next-bill-ignore-time')
123 ? day_end( $options{actual_time} )
124 : $options{actual_time}
127 $job->update_statustext('0,cleaning expired packages') if $job;
128 $log->debug('canceling expired packages', %logopt);
129 $error = $self->cancel_expired_pkgs( $actual_time );
131 $error = "Error expiring custnum ". $self->custnum. ": $error";
132 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
133 elsif ( $options{fatal} ) { die $error; }
134 else { warn $error; }
137 $log->debug('suspending adjourned packages', %logopt);
138 $error = $self->suspend_adjourned_pkgs( $actual_time );
140 $error = "Error adjourning custnum ". $self->custnum. ": $error";
141 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
142 elsif ( $options{fatal} ) { die $error; }
143 else { warn $error; }
146 $log->debug('unsuspending resumed packages', %logopt);
147 $error = $self->unsuspend_resumed_pkgs( $actual_time );
149 $error = "Error resuming custnum ".$self->custnum. ": $error";
150 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
151 elsif ( $options{fatal} ) { die $error; }
152 else { warn $error; }
155 $job->update_statustext('20,billing packages') if $job;
156 $log->debug('billing packages', %logopt);
157 $error = $self->bill( %options );
159 $error = "Error billing custnum ". $self->custnum. ": $error";
160 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
161 elsif ( $options{fatal} ) { die $error; }
162 else { warn $error; }
165 $job->update_statustext('50,applying payments and credits') if $job;
166 $log->debug('applying payments and credits', %logopt);
167 $error = $self->apply_payments_and_credits;
169 $error = "Error applying custnum ". $self->custnum. ": $error";
170 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
171 elsif ( $options{fatal} ) { die $error; }
172 else { warn $error; }
175 unless ( $conf->exists('cancelled_cust-noevents')
176 && ! $self->num_ncancelled_pkgs
178 $job->update_statustext('70,running collection events') if $job;
179 $log->debug('running collection events', %logopt);
180 $error = $self->collect( %options );
182 $error = "Error collecting custnum ". $self->custnum. ": $error";
183 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
184 elsif ($options{fatal} ) { die $error; }
185 else { warn $error; }
189 $job->update_statustext('100,finished') if $job;
190 $log->debug('finish', %logopt);
196 sub cancel_expired_pkgs {
197 my ( $self, $time, %options ) = @_;
199 my @cancel_pkgs = $self->ncancelled_pkgs( {
200 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
205 CUST_PKG: foreach my $cust_pkg ( @cancel_pkgs ) {
206 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
209 if ( $cust_pkg->change_to_pkgnum ) {
211 my $new_pkg = FS::cust_pkg->by_key($cust_pkg->change_to_pkgnum);
213 push @errors, 'can\'t change pkgnum '.$cust_pkg->pkgnum.' to pkgnum '.
214 $cust_pkg->change_to_pkgnum.'; not expiring';
217 $error = $cust_pkg->change( 'cust_pkg' => $new_pkg,
218 'unprotect_svcs' => 1 );
219 $error = '' if ref $error eq 'FS::cust_pkg';
221 } else { # just cancel it
222 $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
223 'reason_otaker' => $cpr->otaker,
229 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
232 join(' / ', @errors);
236 sub suspend_adjourned_pkgs {
237 my ( $self, $time, %options ) = @_;
239 my @susp_pkgs = $self->ncancelled_pkgs( {
241 " AND ( susp IS NULL OR susp = 0 )
242 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
243 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
248 #only because there's no SQL test for is_prepaid :/
250 grep { ( $_->part_pkg->is_prepaid
255 && $_->adjourn <= $time
263 foreach my $cust_pkg ( @susp_pkgs ) {
264 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
265 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
266 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
267 'reason_otaker' => $cpr->otaker
271 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
274 join(' / ', @errors);
278 sub unsuspend_resumed_pkgs {
279 my ( $self, $time, %options ) = @_;
281 my @unsusp_pkgs = $self->ncancelled_pkgs( {
282 'extra_sql' => " AND resume IS NOT NULL AND resume > 0 AND resume <= $time "
287 foreach my $cust_pkg ( @unsusp_pkgs ) {
288 my $error = $cust_pkg->unsuspend( 'time' => $time );
289 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
292 join(' / ', @errors);
298 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
299 conjunction with the collect method by calling B<bill_and_collect>.
301 If there is an error, returns the error, otherwise returns false.
303 Options are passed as name-value pairs. Currently available options are:
309 If set true, re-charges setup fees.
313 If set true then only bill recurring charges, not setup, usage, one time
318 If set, then override the normal frequency and look for a part_pkg_discount
319 to take at that frequency. This is appropriate only when the normal
320 frequency for all packages is monthly, and is an error otherwise. Use
321 C<pkg_list> to limit the set of packages included in billing.
325 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:
329 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
333 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
335 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
339 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
343 Do not bill prepaid packages. Used by freeside-daily.
347 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.
351 This boolean value informs the us that the package is being cancelled. This
352 typically might mean not charging the normal recurring fee but only usage
353 fees since the last billing. Setup charges may be charged. Not all package
354 plans support this feature (they tend to charge 0).
358 Prevent the resetting of usage limits during this call.
362 Do not save the generated bill in the database. Useful with return_bill
366 A list reference on which the generated bill(s) will be returned.
370 Optional terms to be printed on this invoice. Otherwise, customer-specific
371 terms or the default terms are used.
378 my( $self, %options ) = @_;
380 return '' if $self->payby eq 'COMP';
382 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
383 my $log = FS::Log->new('FS::cust_main::Billing::bill');
384 my %logopt = (object => $self);
386 $log->debug('start', %logopt);
387 warn "$me bill customer ". $self->custnum. "\n"
390 my $time = $options{'time'} || time;
391 my $invoice_time = $options{'invoice_time'} || $time;
393 my $cmp_time = ( $conf->exists('next-bill-ignore-time')
398 $options{'not_pkgpart'} ||= {};
399 $options{'not_pkgpart'} = { map { $_ => 1 }
400 split(/\s*,\s*/, $options{'not_pkgpart'})
402 unless ref($options{'not_pkgpart'});
404 local $SIG{HUP} = 'IGNORE';
405 local $SIG{INT} = 'IGNORE';
406 local $SIG{QUIT} = 'IGNORE';
407 local $SIG{TERM} = 'IGNORE';
408 local $SIG{TSTP} = 'IGNORE';
409 local $SIG{PIPE} = 'IGNORE';
411 my $oldAutoCommit = $FS::UID::AutoCommit;
412 local $FS::UID::AutoCommit = 0;
415 $log->debug('acquiring lock', %logopt);
416 warn "$me acquiring lock on customer ". $self->custnum. "\n"
419 $self->select_for_update; #mutex
421 $log->debug('running pre-bill events', %logopt);
422 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
425 my $error = $self->do_cust_event(
426 'debug' => ( $options{'debug'} || 0 ),
427 'time' => $invoice_time,
428 'check_freq' => $options{'check_freq'},
429 'stage' => 'pre-bill',
431 unless $options{no_commit};
433 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
437 $log->debug('done running pre-bill events', %logopt);
438 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
441 #keep auto-charge and non-auto-charge line items separate
442 my @passes = ( '', 'no_auto' );
444 my %cust_bill_pkg = map { $_ => [] } @passes;
447 # find the packages which are due for billing, find out how much they are
448 # & generate invoice database.
451 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
452 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
454 my %taxlisthash = map { $_ => {} } @passes;
456 my @precommit_hooks = ();
458 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
460 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
462 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
464 my $part_pkg = $cust_pkg->part_pkg;
466 next if $options{'no_prepaid'} && $part_pkg->is_prepaid;
468 $log->debug('bill package '. $cust_pkg->pkgnum, %logopt);
469 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG;
471 #? to avoid use of uninitialized value errors... ?
472 $cust_pkg->setfield('bill', '')
473 unless defined($cust_pkg->bill);
475 my $real_pkgpart = $cust_pkg->pkgpart;
476 my %hash = $cust_pkg->hash;
478 # we could implement this bit as FS::part_pkg::has_hidden, but we already
479 # suffer from performance issues
480 $options{has_hidden} = 0;
481 my @part_pkg = $part_pkg->self_and_bill_linked;
482 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
484 # if this package was changed from another package,
485 # and it hasn't been billed since then,
486 # and package balances are enabled,
487 if ( $cust_pkg->change_pkgnum
488 and $cust_pkg->change_date >= ($cust_pkg->last_bill || 0)
489 and $cust_pkg->change_date < $invoice_time
490 and $conf->exists('pkg-balances') )
492 # _transfer_balance will also create the appropriate credit
493 my @transfer_items = $self->_transfer_balance($cust_pkg);
494 # $part_pkg[0] is the "real" part_pkg
495 my $pass = ($cust_pkg->no_auto || $part_pkg[0]->no_auto) ?
497 push @{ $cust_bill_pkg{$pass} }, @transfer_items;
498 # treating this as recur, just because most charges are recur...
499 ${$total_recur{$pass}} += $_->recur foreach @transfer_items;
501 # currently not considering separate_bill here, as it's for
502 # one-time charges only
505 foreach my $part_pkg ( @part_pkg ) {
507 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
510 if ( $cust_pkg->separate_bill ) {
511 # if no_auto is also set, that's fine. we just need to not have
512 # invoices that are both auto and no_auto, and since the package
513 # gets an invoice all to itself, it will only be one or the other.
514 $pass = $cust_pkg->pkgnum;
515 if (!exists $cust_bill_pkg{$pass}) { # it may not exist yet
517 $total_setup{$pass} = do { my $z = 0; \$z };
518 $total_recur{$pass} = do { my $z = 0; \$z };
519 $taxlisthash{$pass} = {};
520 $cust_bill_pkg{$pass} = [];
522 } elsif ( ($cust_pkg->no_auto || $part_pkg->no_auto) ) {
526 my $next_bill = $cust_pkg->getfield('bill') || 0;
528 # let this run once if this is the last bill upon cancellation
529 while ( $next_bill <= $cmp_time or $options{cancel} ) {
531 $self->_make_lines( 'part_pkg' => $part_pkg,
532 'cust_pkg' => $cust_pkg,
533 'precommit_hooks' => \@precommit_hooks,
534 'line_items' => $cust_bill_pkg{$pass},
535 'setup' => $total_setup{$pass},
536 'recur' => $total_recur{$pass},
537 'tax_matrix' => $taxlisthash{$pass},
539 'real_pkgpart' => $real_pkgpart,
540 'options' => \%options,
543 # Stop if anything goes wrong
546 # or if we're not incrementing the bill date.
547 last if ($cust_pkg->getfield('bill') || 0) == $next_bill;
549 # or if we're letting it run only once
550 last if $options{cancel};
552 $next_bill = $cust_pkg->getfield('bill') || 0;
554 #stop if -o was passed to freeside-daily
555 last if $options{'one_recur'};
558 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
562 } #foreach my $part_pkg
564 } #foreach my $cust_pkg
566 foreach my $pass (@passes) { # keys %cust_bill_pkg )
568 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
570 warn "$me billing pass $pass\n"
571 #.Dumper(\@cust_bill_pkg)."\n"
578 my @pending_fees = FS::FeeOrigin_Mixin->by_cust($self->custnum,
579 hashref => { 'billpkgnum' => '' }
581 warn "$me found pending fees:\n".Dumper(\@pending_fees)."\n"
582 if @pending_fees and $DEBUG > 1;
584 # determine whether to generate an invoice
585 my $generate_bill = scalar(@cust_bill_pkg) > 0;
587 foreach my $fee (@pending_fees) {
588 $generate_bill = 1 unless $fee->nextbill;
591 # don't create an invoice with no line items, or where the only line
592 # items are fees that are supposed to be held until the next invoice
593 next if !$generate_bill;
597 foreach my $fee_origin (@pending_fees) {
598 my $part_fee = $fee_origin->part_fee;
600 # check whether the fee is applicable before doing anything expensive:
602 # if the fee def belongs to a different agent, don't charge the fee.
603 # event conditions should prevent this, but just in case they don't,
605 if ( $part_fee->agentnum and $part_fee->agentnum != $self->agentnum ) {
606 warn "tried to charge fee#".$part_fee->feepart .
607 " on customer#".$self->custnum." from a different agent.\n";
610 # also skip if it's disabled
611 next if $part_fee->disabled eq 'Y';
613 # Decide which invoice to base the fee on.
614 my $cust_bill = $fee_origin->cust_bill;
616 # Then link it to the current invoice. This isn't the real cust_bill
617 # object that will be inserted--in particular there are no taxes yet.
618 # If you want to charge a fee on the total invoice amount including
619 # taxes, you have to put the fee on the next invoice.
620 $cust_bill = FS::cust_bill->new({
621 'custnum' => $self->custnum,
622 'cust_bill_pkg' => \@cust_bill_pkg,
623 'charged' => ${ $total_setup{$pass} } +
624 ${ $total_recur{$pass} },
627 # If the origin is for a specific package, then only apply the fee to
628 # line items from that package.
629 if ( my $cust_pkg = $fee_origin->cust_pkg ) {
630 my @charge_fee_on_item;
631 my $charge_fee_on_amount = 0;
632 foreach (@cust_bill_pkg) {
633 if ($_->pkgnum == $cust_pkg->pkgnum) {
634 push @charge_fee_on_item, $_;
635 $charge_fee_on_amount += $_->setup + $_->recur;
638 $cust_bill->set('cust_bill_pkg', \@charge_fee_on_item);
639 $cust_bill->set('charged', $charge_fee_on_amount);
642 } # $cust_bill is now set
644 my $fee_item = $part_fee->lineitem($cust_bill) or next;
645 # link this so that we can clear the marker on inserting the line item
646 $fee_item->set('fee_origin', $fee_origin);
647 push @fee_items, $fee_item;
651 # add fees to the invoice
652 foreach my $fee_item (@fee_items) {
654 push @cust_bill_pkg, $fee_item;
655 ${ $total_setup{$pass} } += $fee_item->setup;
656 ${ $total_recur{$pass} } += $fee_item->recur;
658 my $part_fee = $fee_item->part_fee;
659 my $fee_location = $self->ship_location; # I think?
661 my $error = $self->_handle_taxes(
664 location => $fee_location
665 # probably not right to pass cancel => 1 for fees
667 return $error if $error;
671 # XXX implementation of fees is supposed to make this go away...
672 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
673 !$conf->exists('postal_invoice-recurring_only')
677 my $postal_pkg = $self->charge_postal_fee();
678 if ( $postal_pkg && !ref( $postal_pkg ) ) {
680 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
681 return "can't charge postal invoice fee for customer ".
682 $self->custnum. ": $postal_pkg";
684 } elsif ( $postal_pkg ) {
686 my $real_pkgpart = $postal_pkg->pkgpart;
687 # we could implement this bit as FS::part_pkg::has_hidden, but we already
688 # suffer from performance issues
689 $options{has_hidden} = 0;
690 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
691 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
693 foreach my $part_pkg ( @part_pkg ) {
694 my %postal_options = %options;
695 delete $postal_options{cancel};
697 $self->_make_lines( 'part_pkg' => $part_pkg,
698 'cust_pkg' => $postal_pkg,
699 'precommit_hooks' => \@precommit_hooks,
700 'line_items' => \@cust_bill_pkg,
701 'setup' => $total_setup{$pass},
702 'recur' => $total_recur{$pass},
703 'tax_matrix' => $taxlisthash{$pass},
705 'real_pkgpart' => $real_pkgpart,
706 'options' => \%postal_options,
709 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
714 # it's silly to have a zero value postal_pkg, but....
715 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
721 my $listref_or_error =
722 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
724 unless ( ref( $listref_or_error ) ) {
725 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
726 return $listref_or_error;
729 foreach my $taxline ( @$listref_or_error ) {
730 ${ $total_setup{$pass} } =
731 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
732 push @cust_bill_pkg, $taxline;
736 warn "adding tax adjustments...\n" if $DEBUG > 2;
737 foreach my $cust_tax_adjustment (
738 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
744 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
746 my $itemdesc = $cust_tax_adjustment->taxname;
747 $itemdesc = '' if $itemdesc eq 'Tax';
749 push @cust_bill_pkg, new FS::cust_bill_pkg {
755 'itemdesc' => $itemdesc,
756 'itemcomment' => $cust_tax_adjustment->comment,
757 'cust_tax_adjustment' => $cust_tax_adjustment,
758 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
763 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
765 my $balance = $self->balance;
767 my $previous_bill = qsearchs({ 'table' => 'cust_bill',
768 'hashref' => { custnum=>$self->custnum },
769 'extra_sql' => 'ORDER BY _date DESC LIMIT 1',
771 my $previous_balance =
773 ? ( $previous_bill->billing_balance + $previous_bill->charged )
776 $log->debug('creating the new invoice', %logopt);
777 warn "creating the new invoice\n" if $DEBUG;
778 #create the new invoice
779 my $cust_bill = new FS::cust_bill ( {
780 'custnum' => $self->custnum,
781 '_date' => $invoice_time,
782 'charged' => $charged,
783 'billing_balance' => $balance,
784 'previous_balance' => $previous_balance,
785 'invoice_terms' => $options{'invoice_terms'},
786 'cust_bill_pkg' => \@cust_bill_pkg,
788 $error = $cust_bill->insert unless $options{no_commit};
790 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
791 return "can't create invoice for customer #". $self->custnum. ": $error";
793 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
795 } #foreach my $pass ( keys %cust_bill_pkg )
797 foreach my $hook ( @precommit_hooks ) {
800 } unless $options{no_commit};
802 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
803 return "$@ running precommit hook $hook\n";
807 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
812 #discard bundled packages of 0 value
813 sub _omit_zero_value_bundles {
816 my @cust_bill_pkg = ();
817 my @cust_bill_pkg_bundle = ();
819 my $discount_show_always = 0;
821 foreach my $cust_bill_pkg ( @in ) {
823 $discount_show_always = ($cust_bill_pkg->get('discounts')
824 && scalar(@{$cust_bill_pkg->get('discounts')})
825 && $conf->exists('discount-show-always'));
827 warn " pkgnum ". $cust_bill_pkg->pkgnum. " sum $sum, ".
828 "setup_show_zero ". $cust_bill_pkg->setup_show_zero.
829 "recur_show_zero ". $cust_bill_pkg->recur_show_zero. "\n"
832 if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
833 push @cust_bill_pkg, @cust_bill_pkg_bundle
835 || ($sum == 0 && ( $discount_show_always
836 || grep {$_->recur_show_zero || $_->setup_show_zero}
837 @cust_bill_pkg_bundle
840 @cust_bill_pkg_bundle = ();
844 $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
845 push @cust_bill_pkg_bundle, $cust_bill_pkg;
849 push @cust_bill_pkg, @cust_bill_pkg_bundle
851 || ($sum == 0 && ( $discount_show_always
852 || grep {$_->recur_show_zero || $_->setup_show_zero}
853 @cust_bill_pkg_bundle
857 warn " _omit_zero_value_bundles: ". scalar(@in).
858 '->'. scalar(@cust_bill_pkg). "\n" #. Dumper(@cust_bill_pkg). "\n"
865 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
867 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
868 Usually used internally by bill method B<bill>.
870 If there is an error, returns the error, otherwise returns reference to a
871 list of line items suitable for insertion.
877 An array ref of the line items being billed.
881 A strange beast. The keys to this hash are internal identifiers consisting
882 of the name of the tax object type, a space, and its unique identifier ( e.g.
883 'cust_main_county 23' ). The values of the hash are listrefs. The first
884 item in the list is the tax object. The remaining items are either line
885 items or floating point values (currency amounts).
887 The taxes are calculated on this entity. Calculated exemption records are
888 transferred to the LINEITEMREF items on the assumption that they are related.
894 This specifies the date appearing on the associated invoice. Some
895 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
901 sub calculate_taxes {
902 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
904 # $taxlisthash is a hashref
905 # keys are identifiers, values are arrayrefs
906 # each arrayref starts with a tax object (cust_main_county or tax_rate)
907 # then a cust_bill_pkg object the tax applies to, then the charge class
908 # on that object (setup, recur, a usage class number, or '')
909 # For internal taxes the charge class is always undef.
911 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
913 warn "$me calculate_taxes\n"
914 #.Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
917 # The main tax accumulator. One bin for each tax name (itemdesc).
918 # For each subdivision of tax under this name, push a cust_bill_pkg item
919 # for the calculated tax into the arrayref.
921 # values are arrayrefs of tax lines
924 # keys are taxlisthash keys (internal identifiers)
925 # values are (cumulative) amounts
928 # keys are taxlisthash keys
929 # values are arrayrefs of cust_tax_exempt_pkg objects
932 # keys are cust_bill_pkg objects (taxable items)
933 # values are hashrefs
934 # keys are taxlisthash keys
935 # values are the taxlines generated for those taxes
936 tie my %item_has_tax, 'Tie::RefHash',
937 map { $_ => {} } @$cust_bill_pkg;
939 foreach my $tax_id ( keys %$taxlisthash ) {
940 # $tax_id: the identifier of the tax we are calculating in this pass
942 my $taxables = $taxlisthash->{$tax_id};
943 my $tax_object = shift @$taxables;
944 # $tax_object is a cust_main_county or tax_rate
945 # (with billpkgnum, pkgnum, locationnum set)
946 # the rest of @{ $taxlisthash->{$tax_id} } is cust_bill_pkg objects,
947 # optionally followed by their charge classes.
948 warn "found ". $tax_object->taxname. " as $tax_id\n" if $DEBUG > 2;
950 # taxline calculates the tax on all cust_bill_pkgs in the
951 # first (arrayref) argument.
953 # Note that non-monthly exemptions have already been calculated and
954 # attached to the items. Monthly exemptions will be attached in this
956 my $exemptions = $tax_exemption{$tax_id} ||= [];
957 if ( $tax_object->isa('FS::tax_rate') ) { # EXTERNAL TAXES
958 # STILL have tax_rate-specific crap in here...
959 my @taxlines = $tax_object->taxline( $taxables,
960 'custnum' => $self->custnum,
961 'invoice_time' => $invoice_time,
962 'exemptions' => $exemptions,
965 if (!ref $taxlines[0]) {
966 # it's an error string
967 warn "error evaluating $tax_id on custnum ".$self->custnum."\n";
970 foreach my $taxline (@taxlines) {
971 push @{ $taxname{ $taxline->itemdesc } }, $taxline;
972 my $link = $taxline->get('cust_bill_pkg_tax_rate_location')->[0];
973 my $taxable_item = $link->taxable_cust_bill_pkg;
974 $item_has_tax{$taxable_item}->{$tax_id} = $taxline;
976 } else { # INTERNAL TAXES
977 # we can do this in a single taxline, because it's not stupid
979 my $taxline = $tax_object->taxline( $taxables,
980 'custnum' => $self->custnum,
981 'invoice_time' => $invoice_time,
982 'exemptions' => $exemptions,
986 # it's an error string
987 warn "error evaluating $tax_id on custnum ".$self->custnum."\n";
990 # if the calculated tax is zero, don't even keep it
991 next if $taxline->setup < 0.001;
992 push @{ $taxname{ $taxline->itemdesc } }, $taxline;
995 $DB::single = 1; # XXX
997 # all first-tier taxes are calculated. now for tax on tax:
999 foreach my $taxable_item ( @$cust_bill_pkg ) {
1000 # taxes that apply to this item
1001 my $this_has_tax = $item_has_tax{$taxable_item};
1003 my $location = $taxable_item->tax_location;
1004 foreach my $tax_id (keys %$this_has_tax) {
1005 my ($class, $taxnum) = split(' ', $tax_id);
1006 # internal taxes don't support tax_on_tax, so we don't bother with
1008 next unless $class eq 'FS::tax_rate';
1010 # for each tax item that was calculated in phase 1, get the
1012 my $tax_object = FS::tax_rate->by_key($taxnum);
1013 # and find all taxes that apply to it in this location
1014 my @tot = $tax_object->tax_on_tax( $location );
1016 warn "found possible taxed taxnum $taxnum\n"
1018 # Calculate ToT separately for each taxable item, and only if _that
1019 # item_ is already taxed under the ToT. This is counterintuitive.
1021 foreach my $tot (@tot) {
1022 my $tot_id = ref($tot) . ' ' . $tot->taxnum;
1023 warn "checking taxnum ".$tot->taxnum.
1024 " which we call ". $tot->taxname ."\n"
1026 if ( exists $this_has_tax->{ $tot_id } ) {
1027 warn "calculating tax on tax: taxnum ".$tot->taxnum." on $taxnum\n"
1029 my @taxlines = $tot->taxline(
1030 $this_has_tax->{ $tax_id }, # the first-stage tax
1031 'custnum' => $self->custnum,
1032 'invoice_time' => $invoice_time,
1034 next if (!@taxlines); # it didn't apply after all
1035 if (!ref($taxlines[0])) {
1036 warn "error evaluating $tot_id TOT on custnum ".
1037 $self->custnum."\n";
1038 return $taxlines[0];
1040 foreach my $taxline (@taxlines) {
1041 push @{ $taxname{ $taxline->itemdesc } }, $taxline;
1044 } # foreach my $tot (tax-on-tax rate definition)
1045 } # foreach $taxnum (first-tier rate definition)
1046 } # foreach $taxable_item
1048 #consolidate and create tax line items
1049 warn "consolidating and generating...\n" if $DEBUG > 2;
1050 my %final_tax_items; # taxname => item
1051 foreach my $taxname ( keys %taxname ) {
1052 my @cust_bill_pkg_tax_location;
1053 my @cust_bill_pkg_tax_rate_location;
1054 my $tax_cust_bill_pkg = FS::cust_bill_pkg->new({
1059 'itemdesc' => $taxname,
1060 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
1061 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
1066 warn "adding $taxname\n" if $DEBUG > 1;
1067 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
1068 next if $taxitem->get('setup') == 0;
1069 # if ( ref($taxitem) eq 'FS::cust_bill_pkg' ) # always true
1070 # then we need to transfer the amount and the links from the
1071 # line item to the new one we're creating.
1072 $tax_total += $taxitem->setup;
1074 $taxitem->get('cust_bill_pkg_tax_location') ||
1075 $taxitem->get('cust_bill_pkg_tax_rate_location') ||
1078 foreach my $link ( @links ) {
1079 $link->set('tax_cust_bill_pkg', $tax_cust_bill_pkg);
1080 if ($link->isa('FS::cust_bill_pkg_tax_location')) {
1081 push @cust_bill_pkg_tax_location, $link;
1082 } elsif ($link->isa('FS::cust_bill_pkg_tax_rate_location')) {
1083 push @cust_bill_pkg_tax_rate_location, $link;
1087 next unless $tax_total;
1089 # we should really neverround this up...I guess it's okay if taxline
1090 # already returns amounts with 2 decimal places
1091 $tax_total = sprintf('%.2f', $tax_total );
1092 $tax_cust_bill_pkg->set('setup', $tax_total);
1094 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
1100 if ( $pkg_category and
1101 $conf->config('invoice_latexsummary') ||
1102 $conf->config('invoice_htmlsummary')
1106 my %hash = ( 'section' => $pkg_category->categoryname );
1107 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
1110 $tax_cust_bill_pkg->set('display', \@display);
1112 $final_tax_items{$taxname} = $tax_cust_bill_pkg;
1113 } # foreach $taxname
1115 # fix ToT backlinks for taxes that have been consolidated
1116 # (has to be done in a separate pass)
1117 foreach my $tax_item (values %final_tax_items) {
1118 foreach my $taxable_link (@{ $tax_item->cust_bill_pkg_tax_rate_location }) {
1119 my $taxed_item = $taxable_link->taxable_cust_bill_pkg;
1120 next if $taxed_item->pkgnum > 0; # primary taxes
1121 my $taxname = $taxed_item->itemdesc;
1122 $taxable_link->set('taxable_cust_bill_pkg', $final_tax_items{ $taxname });
1126 [ values %final_tax_items ]
1130 my ($self, %params) = @_;
1132 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1134 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
1135 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
1136 my $cust_location = $cust_pkg->tax_location;
1137 my $precommit_hooks = $params{precommit_hooks} or die "no precommit_hooks specified";
1138 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
1139 my $total_setup = $params{setup} or die "no setup accumulator specified";
1140 my $total_recur = $params{recur} or die "no recur accumulator specified";
1141 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
1142 my $time = $params{'time'} or die "no time specified";
1143 my (%options) = %{$params{options}};
1145 if ( $part_pkg->freq ne '1' and ($options{'freq_override'} || 0) > 0 ) {
1146 # this should never happen
1147 die 'freq_override billing attempted on non-monthly package '.
1152 my $real_pkgpart = $params{real_pkgpart};
1153 my %hash = $cust_pkg->hash;
1154 my $old_cust_pkg = new FS::cust_pkg \%hash;
1159 $cust_pkg->pkgpart($part_pkg->pkgpart);
1161 my $cmp_time = ( $conf->exists('next-bill-ignore-time')
1172 my @setup_discounts = ();
1173 my %setup_param = ( 'discounts' => \@setup_discounts,
1174 'real_pkgpart' => $params{real_pkgpart}
1176 # Conditions for setting setup date and charging the setup fee:
1177 # - this is not a recurring-only billing run
1178 # - and the package is not currently being canceled
1179 # - and, unless we're specifically told otherwise via 'resetup':
1180 # - it doesn't already HAVE a setup date
1181 # - or a start date in the future
1182 # - and it's not suspended
1184 # The last condition used to check the "disable_setup_suspended" option but
1185 # that's obsolete. We now never set the setup date on a suspended package.
1186 if ( ! $options{recurring_only}
1187 and ! $options{cancel}
1188 and ( $options{'resetup'}
1189 || ( ! $cust_pkg->setup
1190 && ( ! $cust_pkg->start_date
1191 || $cust_pkg->start_date <= $cmp_time
1193 && ( ! $cust_pkg->getfield('susp') )
1199 warn " bill setup\n" if $DEBUG > 1;
1201 unless ( $cust_pkg->waive_setup ) {
1204 $setup = eval { $cust_pkg->calc_setup( $time, \@details, \%setup_param ) };
1205 return "$@ running calc_setup for $cust_pkg\n"
1208 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
1211 $cust_pkg->setfield('setup', $time)
1212 unless $cust_pkg->setup;
1213 #do need it, but it won't get written to the db
1214 #|| $cust_pkg->pkgpart != $real_pkgpart;
1216 $cust_pkg->setfield('start_date', '')
1217 if $cust_pkg->start_date;
1222 # bill recurring fee
1227 my @recur_discounts = ();
1229 if ( ! $cust_pkg->start_date
1232 || ( $cust_pkg->susp != $cust_pkg->order_date
1233 && ( $cust_pkg->option('suspend_bill',1)
1234 || ( $part_pkg->option('suspend_bill', 1)
1235 && ! $cust_pkg->option('no_suspend_bill',1)
1241 ( $part_pkg->freq ne '0' && ( $cust_pkg->bill || 0 ) <= $cmp_time )
1242 || ( $part_pkg->plan eq 'voip_cdr'
1243 && $part_pkg->option('bill_every_call')
1248 # XXX should this be a package event? probably. events are called
1249 # at collection time at the moment, though...
1250 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
1251 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
1252 #don't want to reset usage just cause we want a line item??
1253 #&& $part_pkg->pkgpart == $real_pkgpart;
1255 warn " bill recur\n" if $DEBUG > 1;
1258 # XXX shared with $recur_prog
1259 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
1263 #over two params! lets at least switch to a hashref for the rest...
1264 my $increment_next_bill = ( $part_pkg->freq ne '0'
1265 && ( $cust_pkg->getfield('bill') || 0 ) <= $cmp_time
1266 && !$options{cancel}
1268 my %param = ( %setup_param,
1269 'precommit_hooks' => $precommit_hooks,
1270 'increment_next_bill' => $increment_next_bill,
1271 'discounts' => \@recur_discounts,
1272 'real_pkgpart' => $real_pkgpart,
1273 'freq_override' => $options{freq_override} || '',
1277 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
1279 # There may be some part_pkg for which this is wrong. Only those
1280 # which can_discount are supported.
1281 # (the UI should prevent adding discounts to these at the moment)
1283 warn "calling $method on cust_pkg ". $cust_pkg->pkgnum.
1284 " for pkgpart ". $cust_pkg->pkgpart.
1285 " with params ". join(' / ', map "$_=>$param{$_}", keys %param). "\n"
1288 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
1289 return "$@ running $method for $cust_pkg\n"
1293 $unitrecur = $cust_pkg->base_recur( \$sdate ) || $recur; #XXX uuh, better
1295 if ( $increment_next_bill ) {
1299 if ( my $main_pkg = $cust_pkg->main_pkg ) {
1300 # supplemental package
1301 # to keep in sync with the main package, simulate billing at
1303 my $main_pkg_freq = $main_pkg->part_pkg->freq;
1304 my $supp_pkg_freq = $part_pkg->freq;
1305 my $ratio = $supp_pkg_freq / $main_pkg_freq;
1306 if ( $ratio != int($ratio) ) {
1307 # the UI should prevent setting up packages like this, but just
1309 return "supplemental package period is not an integer multiple of main package period";
1311 $next_bill = $sdate;
1313 $next_bill = $part_pkg->add_freq( $next_bill, $main_pkg_freq );
1318 $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
1319 return "unparsable frequency: ". $part_pkg->freq
1320 if $next_bill == -1;
1323 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
1324 # only for figuring next bill date, nothing else, so, reset $sdate again
1326 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1327 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
1328 $cust_pkg->last_bill($sdate);
1330 $cust_pkg->setfield('bill', $next_bill );
1334 if ( $param{'setup_fee'} ) {
1335 # Add an additional setup fee at the billing stage.
1336 # Used for prorate_defer_bill.
1337 $setup += $param{'setup_fee'};
1338 $unitsetup += $param{'setup_fee'};
1342 if ( defined $param{'discount_left_setup'} ) {
1343 foreach my $discount_setup ( values %{$param{'discount_left_setup'}} ) {
1344 $setup -= $discount_setup;
1350 warn "\$setup is undefined" unless defined($setup);
1351 warn "\$recur is undefined" unless defined($recur);
1352 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
1355 # If there's line items, create em cust_bill_pkg records
1356 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
1361 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
1362 # hmm.. and if just the options are modified in some weird price plan?
1364 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
1367 my $error = $cust_pkg->replace( $old_cust_pkg,
1368 'depend_jobnum'=>$options{depend_jobnum},
1369 'options' => { $cust_pkg->options },
1371 unless $options{no_commit};
1372 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
1373 if $error; #just in case
1376 $setup = sprintf( "%.2f", $setup );
1377 $recur = sprintf( "%.2f", $recur );
1378 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
1379 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
1381 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
1382 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
1385 my $discount_show_always = $conf->exists('discount-show-always')
1386 && ( ($setup == 0 && scalar(@setup_discounts))
1387 || ($recur == 0 && scalar(@recur_discounts))
1392 || (!$part_pkg->hidden && $options{has_hidden}) #include some $0 lines
1393 || $discount_show_always
1394 || ($setup == 0 && $cust_pkg->_X_show_zero('setup'))
1395 || ($recur == 0 && $cust_pkg->_X_show_zero('recur'))
1399 warn " charges (setup=$setup, recur=$recur); adding line items\n"
1402 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
1404 warn " adding customer package invoice detail: $_\n"
1405 foreach @cust_pkg_detail;
1407 push @details, @cust_pkg_detail;
1409 my $cust_bill_pkg = new FS::cust_bill_pkg {
1410 'pkgnum' => $cust_pkg->pkgnum,
1412 'unitsetup' => $unitsetup,
1414 'unitrecur' => $unitrecur,
1415 'quantity' => $cust_pkg->quantity,
1416 'details' => \@details,
1417 'discounts' => [ @setup_discounts, @recur_discounts ],
1418 'hidden' => $part_pkg->hidden,
1419 'freq' => $part_pkg->freq,
1422 if ( $part_pkg->option('prorate_defer_bill',1)
1423 and !$hash{last_bill} ) {
1424 # both preceding and upcoming, technically
1425 $cust_bill_pkg->sdate( $cust_pkg->setup );
1426 $cust_bill_pkg->edate( $cust_pkg->bill );
1427 } elsif ( $part_pkg->recur_temporality eq 'preceding' ) {
1428 $cust_bill_pkg->sdate( $hash{last_bill} );
1429 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
1430 $cust_bill_pkg->edate( $time ) if $options{cancel};
1431 } else { #if ( $part_pkg->recur_temporality eq 'upcoming' ) {
1432 $cust_bill_pkg->sdate( $sdate );
1433 $cust_bill_pkg->edate( $cust_pkg->bill );
1434 #$cust_bill_pkg->edate( $time ) if $options{cancel};
1437 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
1438 unless $part_pkg->pkgpart == $real_pkgpart;
1440 $$total_setup += $setup;
1441 $$total_recur += $recur;
1447 my $error = $self->_handle_taxes( $taxlisthash, $cust_bill_pkg,
1448 cancel => $options{cancel} );
1449 return $error if $error;
1451 $cust_bill_pkg->set_display(
1452 part_pkg => $part_pkg,
1453 real_pkgpart => $real_pkgpart,
1456 push @$cust_bill_pkgs, $cust_bill_pkg;
1458 } #if $setup != 0 || $recur != 0
1466 =item _transfer_balance TO_PKG [ FROM_PKGNUM ]
1468 Takes one argument, a cust_pkg object that is being billed. This will
1469 be called only if the package was created by a package change, and has
1470 not been billed since the package change, and package balance tracking
1471 is enabled. The second argument can be an alternate package number to
1472 transfer the balance from; this should not be used externally.
1474 Transfers the balance from the previous package (now canceled) to
1475 this package, by crediting one package and creating an invoice item for
1476 the other. Inserts the credit and returns the invoice item (so that it
1477 can be added to an invoice that's being built).
1479 If the previous package was never billed, and was also created by a package
1480 change, then this will also transfer the balance from I<its> previous
1481 package, and so on, until reaching a package that either has been billed
1482 or was not created by a package change.
1486 my $balance_transfer_reason;
1488 sub _transfer_balance {
1490 my $cust_pkg = shift;
1491 my $from_pkgnum = shift || $cust_pkg->change_pkgnum;
1492 my $from_pkg = FS::cust_pkg->by_key($from_pkgnum);
1496 # if $from_pkg is not the first package in the chain, and it was never
1498 if ( $from_pkg->change_pkgnum and scalar($from_pkg->cust_bill_pkg) == 0 ) {
1499 @transfers = $self->_transfer_balance($cust_pkg, $from_pkg->change_pkgnum);
1502 my $prev_balance = $self->balance_pkgnum($from_pkgnum);
1503 if ( $prev_balance != 0 ) {
1504 $balance_transfer_reason ||= FS::reason->new_or_existing(
1505 'reason' => 'Package balance transfer',
1506 'type' => 'Internal adjustment',
1510 my $credit = FS::cust_credit->new({
1511 'custnum' => $self->custnum,
1512 'amount' => abs($prev_balance),
1513 'reasonnum' => $balance_transfer_reason->reasonnum,
1514 '_date' => $cust_pkg->change_date,
1517 my $cust_bill_pkg = FS::cust_bill_pkg->new({
1519 'recur' => abs($prev_balance),
1520 #'sdate' => $from_pkg->last_bill, # not sure about this
1521 #'edate' => $cust_pkg->change_date,
1522 'itemdesc' => $self->mt('Previous Balance, [_1]',
1523 $from_pkg->part_pkg->pkg),
1526 if ( $prev_balance > 0 ) {
1527 # credit the old package, charge the new one
1528 $credit->set('pkgnum', $from_pkgnum);
1529 $cust_bill_pkg->set('pkgnum', $cust_pkg->pkgnum);
1532 $credit->set('pkgnum', $cust_pkg->pkgnum);
1533 $cust_bill_pkg->set('pkgnum', $from_pkgnum);
1535 my $error = $credit->insert;
1536 die "error transferring package balance from #".$from_pkgnum.
1537 " to #".$cust_pkg->pkgnum.": $error\n" if $error;
1539 push @transfers, $cust_bill_pkg;
1540 } # $prev_balance != 0
1545 =item handle_taxes TAXLISTHASH CUST_BILL_PKG [ OPTIONS ]
1547 This is _handle_taxes. It's called once for each cust_bill_pkg generated
1550 TAXLISTHASH is a hashref shared across the entire invoice. It looks like
1553 'cust_main_county 1001' => [ [FS::cust_main_county], ... ],
1554 'cust_main_county 1002' => [ [FS::cust_main_county], ... ],
1557 'cust_main_county' can also be 'tax_rate'. The first object in the array
1558 is always the cust_main_county or tax_rate identified by the key.
1560 That "..." is a list of FS::cust_bill_pkg objects that will be fed to
1561 the 'taxline' method to calculate the amount of the tax. This doesn't
1562 happen until calculate_taxes, though.
1564 OPTIONS may include:
1565 - part_item: a part_pkg or part_fee object to be used as the package/fee
1567 - location: a cust_location to be used as the billing location.
1568 - cancel: true if this package is being billed on cancellation. This
1569 allows tax to be calculated on usage charges only.
1571 If not supplied, part_item will be inferred from the pkgnum or feepart of the
1572 cust_bill_pkg, and location from the pkgnum (or, for fees, the invnum and
1573 the customer's default service location).
1575 This method will also calculate exemptions for any taxes that apply to the
1576 line item (using the C<set_exemptions> method of L<FS::cust_bill_pkg>) and
1577 attach them. This is the only place C<set_exemptions> is called in normal
1584 my $taxlisthash = shift;
1585 my $cust_bill_pkg = shift;
1588 # at this point I realize that we have enough information to infer all this
1589 # stuff, instead of passing around giant honking argument lists
1590 my $location = $options{location} || $cust_bill_pkg->tax_location;
1591 my $part_item = $options{part_item} || $cust_bill_pkg->part_X;
1593 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1595 return if ( $self->payby eq 'COMP' ); #dubious
1597 if ( $conf->exists('enable_taxproducts')
1598 && ( scalar($part_item->part_pkg_taxoverride)
1599 || $part_item->has_taxproduct
1604 # EXTERNAL TAX RATES (via tax_rate)
1605 my %cust_bill_pkg = ();
1609 my $usage = $cust_bill_pkg->usage || 0;
1610 push @classes, $cust_bill_pkg->usage_classes if $usage;
1611 push @classes, 'setup' if $cust_bill_pkg->setup and !$options{cancel};
1612 push @classes, 'recur' if ($cust_bill_pkg->recur - $usage)
1613 and !$options{cancel};
1614 # that's better--probably don't even need $options{cancel} now
1615 # but leave it for now, just to be safe
1617 # About $options{cancel}: This protects against charging per-line or
1618 # per-customer or other flat-rate surcharges on a package that's being
1619 # billed on cancellation (which is an out-of-cycle bill and should only
1620 # have usage charges). See RT#29443.
1622 # customer exemption is now handled in the 'taxline' method
1623 #my $exempt = $conf->exists('cust_class-tax_exempt')
1624 # ? ( $self->cust_class ? $self->cust_class->tax : '' )
1626 # standardize this just to be sure
1627 #$exempt = ($exempt eq 'Y') ? 'Y' : '';
1631 unless (exists $taxes{''}) {
1632 # unsure what purpose this serves, but last time I deleted something
1633 # from here just because I didn't see the point, it actually did
1634 # something important.
1635 my $err_or_ref = $self->_gather_taxes($part_item, '', $location);
1636 return $err_or_ref unless ref($err_or_ref);
1637 $taxes{''} = $err_or_ref;
1640 # NO DISINTEGRATIONS.
1641 # my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
1643 # do not call taxline() with any argument except the entire set of
1644 # cust_bill_pkgs on an invoice that are eligible for the tax.
1646 # only calculate exemptions once for each tax rate, even if it's used
1647 # for multiple classes
1650 foreach my $class (@classes) {
1651 my $err_or_ref = $self->_gather_taxes($part_item, $class, $location);
1652 return $err_or_ref unless ref($err_or_ref);
1653 my @taxes = @$err_or_ref;
1657 foreach my $tax ( @taxes ) {
1659 my $tax_id = ref( $tax ). ' '. $tax->taxnum;
1660 # $taxlisthash: keys are tax identifiers ('FS::tax_rate 123456').
1661 # Values are arrayrefs, first the tax object (cust_main_county
1662 # or tax_rate), then the cust_bill_pkg object that the
1663 # tax applies to, then the tax class (setup, recur, usage classnum).
1664 $taxlisthash->{ $tax_id } ||= [ $tax ];
1665 push @{ $taxlisthash->{ $tax_id } }, $cust_bill_pkg, $class;
1667 # determine any exemptions that apply
1668 if (!$tax_seen{$tax_id}) {
1669 $cust_bill_pkg->set_exemptions( $tax, custnum => $self->custnum );
1670 $tax_seen{$tax_id} = 1;
1673 # tax on tax will be done later, when we actually create the tax
1681 # INTERNAL TAX RATES (cust_main_county)
1683 # We fetch taxes even if the customer is completely exempt,
1684 # because we need to record that fact.
1686 my @loc_keys = qw( district city county state country );
1687 my %taxhash = map { $_ => $location->$_ } @loc_keys;
1689 $taxhash{'taxclass'} = $part_item->taxclass;
1691 warn "taxhash:\n". Dumper(\%taxhash) if $DEBUG > 2;
1693 my @taxes = (); # entries are cust_main_county objects
1694 my %taxhash_elim = %taxhash;
1695 my @elim = qw( district city county state );
1698 #first try a match with taxclass
1699 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1701 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1702 #then try a match without taxclass
1703 my %no_taxclass = %taxhash_elim;
1704 $no_taxclass{ 'taxclass' } = '';
1705 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1708 $taxhash_elim{ shift(@elim) } = '';
1710 } while ( !scalar(@taxes) && scalar(@elim) );
1713 my $tax_id = 'cust_main_county '.$_->taxnum;
1714 $taxlisthash->{$tax_id} ||= [ $_ ];
1715 $cust_bill_pkg->set_exemptions($_, custnum => $self->custnum);
1716 push @{ $taxlisthash->{$tax_id} }, $cust_bill_pkg;
1723 =item _gather_taxes PART_ITEM CLASS CUST_LOCATION
1725 Internal method used with vendor-provided tax tables. PART_ITEM is a part_pkg
1726 or part_fee (which will define the tax eligibility of the product), CLASS is
1727 'setup', 'recur', null, or a C<usage_class> number, and CUST_LOCATION is the
1728 location where the service was provided (or billed, depending on
1729 configuration). Returns an arrayref of L<FS::tax_rate> objects that
1730 can apply to this line item.
1736 my $part_item = shift;
1738 my $location = shift;
1740 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1742 my $geocode = $location->geocode('cch');
1744 [ $part_item->tax_rates('cch', $geocode, $class) ]
1748 =item collect [ HASHREF | OPTION => VALUE ... ]
1750 (Attempt to) collect money for this customer's outstanding invoices (see
1751 L<FS::cust_bill>). Usually used after the bill method.
1753 Actions are now triggered by billing events; see L<FS::part_event> and the
1754 billing events web interface. Old-style invoice events (see
1755 L<FS::part_bill_event>) have been deprecated.
1757 If there is an error, returns the error, otherwise returns false.
1759 Options are passed as name-value pairs.
1761 Currently available options are:
1767 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.
1771 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1775 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1779 set true to surpress email card/ACH decline notices.
1783 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)
1789 # allows for one time override of normal customer billing method
1794 my( $self, %options ) = @_;
1796 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1798 my $invoice_time = $options{'invoice_time'} || time;
1801 local $SIG{HUP} = 'IGNORE';
1802 local $SIG{INT} = 'IGNORE';
1803 local $SIG{QUIT} = 'IGNORE';
1804 local $SIG{TERM} = 'IGNORE';
1805 local $SIG{TSTP} = 'IGNORE';
1806 local $SIG{PIPE} = 'IGNORE';
1808 my $oldAutoCommit = $FS::UID::AutoCommit;
1809 local $FS::UID::AutoCommit = 0;
1812 $self->select_for_update; #mutex
1815 my $balance = $self->balance;
1816 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1819 if ( exists($options{'retry_card'}) ) {
1820 carp 'retry_card option passed to collect is deprecated; use retry';
1821 $options{'retry'} ||= $options{'retry_card'};
1823 if ( exists($options{'retry'}) && $options{'retry'} ) {
1824 my $error = $self->retry_realtime;
1826 $dbh->rollback if $oldAutoCommit;
1831 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1833 #never want to roll back an event just because it returned an error
1834 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1836 $self->do_cust_event(
1837 'debug' => ( $options{'debug'} || 0 ),
1838 'time' => $invoice_time,
1839 'check_freq' => $options{'check_freq'},
1840 'stage' => 'collect',
1845 =item retry_realtime
1847 Schedules realtime / batch credit card / electronic check / LEC billing
1848 events for for retry. Useful if card information has changed or manual
1849 retry is desired. The 'collect' method must be called to actually retry
1852 Implementation details: For either this customer, or for each of this
1853 customer's open invoices, changes the status of the first "done" (with
1854 statustext error) realtime processing event to "failed".
1858 sub retry_realtime {
1861 local $SIG{HUP} = 'IGNORE';
1862 local $SIG{INT} = 'IGNORE';
1863 local $SIG{QUIT} = 'IGNORE';
1864 local $SIG{TERM} = 'IGNORE';
1865 local $SIG{TSTP} = 'IGNORE';
1866 local $SIG{PIPE} = 'IGNORE';
1868 my $oldAutoCommit = $FS::UID::AutoCommit;
1869 local $FS::UID::AutoCommit = 0;
1872 #a little false laziness w/due_cust_event (not too bad, really)
1874 # I guess this is always as of now?
1875 my $join = FS::part_event_condition->join_conditions_sql('', 'time' => time);
1876 my $order = FS::part_event_condition->order_conditions_sql;
1879 . join ( ' OR ' , map {
1880 my $cust_join = FS::part_event->eventtables_cust_join->{$_} || '';
1881 my $custnum = FS::part_event->eventtables_custnum->{$_};
1882 "( part_event.eventtable = " . dbh->quote($_)
1883 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key
1884 . " from $_ $cust_join"
1885 . " where $custnum = " . dbh->quote( $self->custnum ) . "))" ;
1886 } FS::part_event->eventtables)
1889 #here is the agent virtualization
1890 my $agent_virt = " ( part_event.agentnum IS NULL
1891 OR part_event.agentnum = ". $self->agentnum. ' )';
1893 #XXX this shouldn't be hardcoded, actions should declare it...
1894 my @realtime_events = qw(
1895 cust_bill_realtime_card
1896 cust_bill_realtime_check
1897 cust_bill_realtime_lec
1901 my $is_realtime_event =
1902 ' part_event.action IN ( '.
1903 join(',', map "'$_'", @realtime_events ).
1906 my $batch_or_statustext =
1907 "( part_event.action = 'cust_bill_batch'
1908 OR ( statustext IS NOT NULL AND statustext != '' )
1912 my @cust_event = qsearch({
1913 'table' => 'cust_event',
1914 'select' => 'cust_event.*',
1915 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1916 'hashref' => { 'status' => 'done' },
1917 'extra_sql' => " AND $batch_or_statustext ".
1918 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1921 my %seen_invnum = ();
1922 foreach my $cust_event (@cust_event) {
1924 #max one for the customer, one for each open invoice
1925 my $cust_X = $cust_event->cust_X;
1926 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1930 or $cust_event->part_event->eventtable eq 'cust_bill'
1933 my $error = $cust_event->retry;
1935 $dbh->rollback if $oldAutoCommit;
1936 return "error scheduling event for retry: $error";
1941 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1946 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1948 Runs billing events; see L<FS::part_event> and the billing events web
1951 If there is an error, returns the error, otherwise returns false.
1953 Options are passed as name-value pairs.
1955 Currently available options are:
1961 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.
1965 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1969 "collect" (the default) or "pre-bill"
1973 set true to surpress email card/ACH decline notices.
1977 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)
1984 # allows for one time override of normal customer billing method
1988 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1991 my( $self, %options ) = @_;
1993 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1995 my $time = $options{'time'} || time;
1998 local $SIG{HUP} = 'IGNORE';
1999 local $SIG{INT} = 'IGNORE';
2000 local $SIG{QUIT} = 'IGNORE';
2001 local $SIG{TERM} = 'IGNORE';
2002 local $SIG{TSTP} = 'IGNORE';
2003 local $SIG{PIPE} = 'IGNORE';
2005 my $oldAutoCommit = $FS::UID::AutoCommit;
2006 local $FS::UID::AutoCommit = 0;
2009 $self->select_for_update; #mutex
2012 my $balance = $self->balance;
2013 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
2016 # if ( exists($options{'retry_card'}) ) {
2017 # carp 'retry_card option passed to collect is deprecated; use retry';
2018 # $options{'retry'} ||= $options{'retry_card'};
2020 # if ( exists($options{'retry'}) && $options{'retry'} ) {
2021 # my $error = $self->retry_realtime;
2023 # $dbh->rollback if $oldAutoCommit;
2028 # false laziness w/pay_batch::import_results
2030 my $due_cust_event = $self->due_cust_event(
2031 'debug' => ( $options{'debug'} || 0 ),
2033 'check_freq' => $options{'check_freq'},
2034 'stage' => ( $options{'stage'} || 'collect' ),
2036 unless( ref($due_cust_event) ) {
2037 $dbh->rollback if $oldAutoCommit;
2038 return $due_cust_event;
2041 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2042 #never want to roll back an event just because it or a different one
2044 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
2046 foreach my $cust_event ( @$due_cust_event ) {
2050 #re-eval event conditions (a previous event could have changed things)
2051 unless ( $cust_event->test_conditions ) {
2052 #don't leave stray "new/locked" records around
2053 my $error = $cust_event->delete;
2054 return $error if $error;
2059 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
2060 if $options{'quiet'};
2061 warn " running cust_event ". $cust_event->eventnum. "\n"
2064 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
2065 if ( my $error = $cust_event->do_event( 'time' => $time ) ) {
2066 #XXX wtf is this? figure out a proper dealio with return value
2078 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
2080 Inserts database records for and returns an ordered listref of new events due
2081 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
2082 events are due, an empty listref is returned. If there is an error, returns a
2083 scalar error message.
2085 To actually run the events, call each event's test_condition method, and if
2086 still true, call the event's do_event method.
2088 Options are passed as a hashref or as a list of name-value pairs. Available
2095 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
2099 "collect" (the default) or "pre-bill"
2103 "Current time" for the events.
2107 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2111 Only return events for the specified eventtable (by default, events of all eventtables are returned)
2115 Explicitly pass the objects to be tested (typically used with eventtable).
2119 Set to true to return the objects, but not actually insert them into the
2126 sub due_cust_event {
2128 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
2131 #my $DEBUG = $opt{'debug'}
2132 $opt{'debug'} ||= 0; # silence some warnings
2133 local($DEBUG) = $opt{'debug'}
2134 if $opt{'debug'} > $DEBUG;
2135 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
2137 warn "$me due_cust_event called with options ".
2138 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
2141 $opt{'time'} ||= time;
2143 local $SIG{HUP} = 'IGNORE';
2144 local $SIG{INT} = 'IGNORE';
2145 local $SIG{QUIT} = 'IGNORE';
2146 local $SIG{TERM} = 'IGNORE';
2147 local $SIG{TSTP} = 'IGNORE';
2148 local $SIG{PIPE} = 'IGNORE';
2150 my $oldAutoCommit = $FS::UID::AutoCommit;
2151 local $FS::UID::AutoCommit = 0;
2154 $self->select_for_update #mutex
2155 unless $opt{testonly};
2158 # find possible events (initial search)
2161 my @cust_event = ();
2163 my @eventtable = $opt{'eventtable'}
2164 ? ( $opt{'eventtable'} )
2165 : FS::part_event->eventtables_runorder;
2167 my $check_freq = $opt{'check_freq'} || '1d';
2169 foreach my $eventtable ( @eventtable ) {
2172 if ( $opt{'objects'} ) {
2174 @objects = @{ $opt{'objects'} };
2176 } elsif ( $eventtable eq 'cust_main' ) {
2178 @objects = ( $self );
2182 my $cm_join = " LEFT JOIN cust_main USING ( custnum )";
2183 # linkage not needed here because FS::cust_main->$eventtable will
2186 #some false laziness w/Cron::bill bill_where
2188 my $join = FS::part_event_condition->join_conditions_sql( $eventtable,
2189 'time' => $opt{'time'});
2190 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
2191 'time'=>$opt{'time'},
2193 $where = $where ? "AND $where" : '';
2195 my $are_part_event =
2196 "EXISTS ( SELECT 1 FROM part_event $join
2197 WHERE check_freq = '$check_freq'
2198 AND eventtable = '$eventtable'
2199 AND ( disabled = '' OR disabled IS NULL )
2205 @objects = $self->$eventtable(
2206 'addl_from' => $cm_join,
2207 'extra_sql' => " AND $are_part_event",
2209 } # if ( !$opt{objects} and $eventtable ne 'cust_main' )
2211 my @e_cust_event = ();
2213 my $linkage = FS::part_event->eventtables_cust_join->{$eventtable} || '';
2215 my $cross = "CROSS JOIN $eventtable $linkage";
2216 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
2217 unless $eventtable eq 'cust_main';
2219 foreach my $object ( @objects ) {
2221 #this first search uses the condition_sql magic for optimization.
2222 #the more possible events we can eliminate in this step the better
2224 my $cross_where = '';
2225 my $pkey = $object->primary_key;
2226 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
2228 my $join = FS::part_event_condition->join_conditions_sql( $eventtable,
2229 'time' => $opt{'time'});
2231 FS::part_event_condition->where_conditions_sql( $eventtable,
2232 'time'=>$opt{'time'}
2234 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
2236 $extra_sql = "AND $extra_sql" if $extra_sql;
2238 #here is the agent virtualization
2239 $extra_sql .= " AND ( part_event.agentnum IS NULL
2240 OR part_event.agentnum = ". $self->agentnum. ' )';
2242 $extra_sql .= " $order";
2244 warn "searching for events for $eventtable ". $object->$pkey. "\n"
2245 if $opt{'debug'} > 2;
2246 my @part_event = qsearch( {
2247 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
2248 'select' => 'part_event.*',
2249 'table' => 'part_event',
2250 'addl_from' => "$cross $join",
2251 'hashref' => { 'check_freq' => $check_freq,
2252 'eventtable' => $eventtable,
2255 'extra_sql' => "AND $cross_where $extra_sql",
2259 my $pkey = $object->primary_key;
2260 warn " ". scalar(@part_event).
2261 " possible events found for $eventtable ". $object->$pkey(). "\n";
2264 push @e_cust_event, map {
2265 $_->new_cust_event($object, 'time' => $opt{'time'})
2270 warn " ". scalar(@e_cust_event).
2271 " subtotal possible cust events found for $eventtable\n"
2274 push @cust_event, @e_cust_event;
2278 warn " ". scalar(@cust_event).
2279 " total possible cust events found in initial search\n"
2287 $opt{stage} ||= 'collect';
2289 grep { my $stage = $_->part_event->event_stage;
2290 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
2300 @cust_event = grep $_->test_conditions( 'stats_hashref' => \%unsat ),
2303 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
2306 warn " invalid conditions not eliminated with condition_sql:\n".
2307 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
2308 if keys %unsat && $DEBUG; # > 1;
2314 unless( $opt{testonly} ) {
2315 foreach my $cust_event ( @cust_event ) {
2317 my $error = $cust_event->insert();
2319 $dbh->rollback if $oldAutoCommit;
2326 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2332 warn " returning events: ". Dumper(@cust_event). "\n"
2339 =item apply_payments_and_credits [ OPTION => VALUE ... ]
2341 Applies unapplied payments and credits.
2343 In most cases, this new method should be used in place of sequential
2344 apply_payments and apply_credits methods.
2346 A hash of optional arguments may be passed. Currently "manual" is supported.
2347 If true, a payment receipt is sent instead of a statement when
2348 'payment_receipt_email' configuration option is set.
2350 If there is an error, returns the error, otherwise returns false.
2354 sub apply_payments_and_credits {
2355 my( $self, %options ) = @_;
2357 local $SIG{HUP} = 'IGNORE';
2358 local $SIG{INT} = 'IGNORE';
2359 local $SIG{QUIT} = 'IGNORE';
2360 local $SIG{TERM} = 'IGNORE';
2361 local $SIG{TSTP} = 'IGNORE';
2362 local $SIG{PIPE} = 'IGNORE';
2364 my $oldAutoCommit = $FS::UID::AutoCommit;
2365 local $FS::UID::AutoCommit = 0;
2368 $self->select_for_update; #mutex
2370 foreach my $cust_bill ( $self->open_cust_bill ) {
2371 my $error = $cust_bill->apply_payments_and_credits(%options);
2373 $dbh->rollback if $oldAutoCommit;
2374 return "Error applying: $error";
2378 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2383 =item apply_credits OPTION => VALUE ...
2385 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
2386 to outstanding invoice balances in chronological order (or reverse
2387 chronological order if the I<order> option is set to B<newest>) and returns the
2388 value of any remaining unapplied credits available for refund (see
2389 L<FS::cust_refund>).
2391 Dies if there is an error.
2399 local $SIG{HUP} = 'IGNORE';
2400 local $SIG{INT} = 'IGNORE';
2401 local $SIG{QUIT} = 'IGNORE';
2402 local $SIG{TERM} = 'IGNORE';
2403 local $SIG{TSTP} = 'IGNORE';
2404 local $SIG{PIPE} = 'IGNORE';
2406 my $oldAutoCommit = $FS::UID::AutoCommit;
2407 local $FS::UID::AutoCommit = 0;
2410 $self->select_for_update; #mutex
2412 unless ( $self->total_unapplied_credits ) {
2413 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2417 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
2418 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
2420 my @invoices = $self->open_cust_bill;
2421 @invoices = sort { $b->_date <=> $a->_date } @invoices
2422 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
2424 if ( $conf->exists('pkg-balances') ) {
2425 # limit @credits to those w/ a pkgnum grepped from $self
2427 foreach my $i (@invoices) {
2428 foreach my $li ( $i->cust_bill_pkg ) {
2429 $pkgnums{$li->pkgnum} = 1;
2432 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
2437 foreach my $cust_bill ( @invoices ) {
2439 if ( !defined($credit) || $credit->credited == 0) {
2440 $credit = pop @credits or last;
2444 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
2445 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
2447 $owed = $cust_bill->owed;
2449 unless ( $owed > 0 ) {
2450 push @credits, $credit;
2454 my $amount = min( $credit->credited, $owed );
2456 my $cust_credit_bill = new FS::cust_credit_bill ( {
2457 'crednum' => $credit->crednum,
2458 'invnum' => $cust_bill->invnum,
2459 'amount' => $amount,
2461 $cust_credit_bill->pkgnum( $credit->pkgnum )
2462 if $conf->exists('pkg-balances') && $credit->pkgnum;
2463 my $error = $cust_credit_bill->insert;
2465 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2469 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2473 my $total_unapplied_credits = $self->total_unapplied_credits;
2475 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2477 return $total_unapplied_credits;
2480 =item apply_payments [ OPTION => VALUE ... ]
2482 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
2483 to outstanding invoice balances in chronological order.
2485 #and returns the value of any remaining unapplied payments.
2487 A hash of optional arguments may be passed. Currently "manual" is supported.
2488 If true, a payment receipt is sent instead of a statement when
2489 'payment_receipt_email' configuration option is set.
2491 Dies if there is an error.
2495 sub apply_payments {
2496 my( $self, %options ) = @_;
2498 local $SIG{HUP} = 'IGNORE';
2499 local $SIG{INT} = 'IGNORE';
2500 local $SIG{QUIT} = 'IGNORE';
2501 local $SIG{TERM} = 'IGNORE';
2502 local $SIG{TSTP} = 'IGNORE';
2503 local $SIG{PIPE} = 'IGNORE';
2505 my $oldAutoCommit = $FS::UID::AutoCommit;
2506 local $FS::UID::AutoCommit = 0;
2509 $self->select_for_update; #mutex
2513 my @payments = $self->unapplied_cust_pay;
2515 my @invoices = $self->open_cust_bill;
2517 if ( $conf->exists('pkg-balances') ) {
2518 # limit @payments to those w/ a pkgnum grepped from $self
2520 foreach my $i (@invoices) {
2521 foreach my $li ( $i->cust_bill_pkg ) {
2522 $pkgnums{$li->pkgnum} = 1;
2525 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2530 foreach my $cust_bill ( @invoices ) {
2532 if ( !defined($payment) || $payment->unapplied == 0 ) {
2533 $payment = pop @payments or last;
2537 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2538 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2540 $owed = $cust_bill->owed;
2542 unless ( $owed > 0 ) {
2543 push @payments, $payment;
2547 my $amount = min( $payment->unapplied, $owed );
2550 'paynum' => $payment->paynum,
2551 'invnum' => $cust_bill->invnum,
2552 'amount' => $amount,
2554 $cbp->{_date} = $payment->_date
2555 if $options{'manual'} && $options{'backdate_application'};
2556 my $cust_bill_pay = new FS::cust_bill_pay($cbp);
2557 $cust_bill_pay->pkgnum( $payment->pkgnum )
2558 if $conf->exists('pkg-balances') && $payment->pkgnum;
2559 my $error = $cust_bill_pay->insert(%options);
2561 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2565 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2569 my $total_unapplied_payments = $self->total_unapplied_payments;
2571 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2573 return $total_unapplied_payments;
2583 suspend_adjourned_pkgs
2584 unsuspend_resumed_pkgs
2587 (do_cust_event pre-bill)
2590 (vendor-only) _gather_taxes
2591 _omit_zero_value_bundles
2592 _handle_taxes (for fees)
2595 apply_payments_and_credits
2604 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>