1 package FS::cust_main::Billing;
4 use vars qw( $conf $DEBUG $me );
7 use List::Util qw( min );
9 use FS::Record qw( qsearch qsearchs dbdef );
11 use FS::cust_bill_pkg;
12 use FS::cust_bill_pkg_display;
13 use FS::cust_bill_pay;
14 use FS::cust_credit_bill;
15 use FS::cust_tax_adjustment;
17 use FS::tax_rate_location;
18 use FS::cust_bill_pkg_tax_location;
19 use FS::cust_bill_pkg_tax_rate_location;
21 use FS::part_event_condition;
24 # 1 is mostly method/subroutine entry and options
25 # 2 traces progress of some operations
26 # 3 is even more information including possibly sensitive data
28 $me = '[FS::cust_main::Billing]';
30 install_callback FS::UID sub {
32 #yes, need it for stuff below (prolly should be cached)
37 FS::cust_main::Billing - Billing mixin for cust_main
43 These methods are available on FS::cust_main objects.
49 =item bill_and_collect
51 Cancels and suspends any packages due, generates bills, applies payments and
52 credits, and applies collection events to run cards, send bills and notices,
55 By default, warns on errors and continues with the next operation (but see the
58 Options are passed as name-value pairs. Currently available options are:
64 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
68 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
72 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
76 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
80 If set true, re-charges setup fees.
84 If set any errors prevent subsequent operations from continusing. If set
85 specifically to "return", returns the error (or false, if there is no error).
86 Any other true value causes errors to die.
90 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
94 Optional FS::queue entry to receive status updates.
98 Options are passed to the B<bill> and B<collect> methods verbatim, so all
99 options of those methods are also available.
103 sub bill_and_collect {
104 my( $self, %options ) = @_;
108 #$options{actual_time} not $options{time} because freeside-daily -d is for
109 #pre-printing invoices
111 $options{'actual_time'} ||= time;
112 my $job = $options{'job'};
114 $job->update_statustext('0,cleaning expired packages') if $job;
115 $error = $self->cancel_expired_pkgs( $options{actual_time} );
117 $error = "Error expiring custnum ". $self->custnum. ": $error";
118 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
119 elsif ( $options{fatal} ) { die $error; }
120 else { warn $error; }
123 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
125 $error = "Error adjourning custnum ". $self->custnum. ": $error";
126 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
127 elsif ( $options{fatal} ) { die $error; }
128 else { warn $error; }
131 $job->update_statustext('20,billing packages') if $job;
132 $error = $self->bill( %options );
134 $error = "Error billing custnum ". $self->custnum. ": $error";
135 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
136 elsif ( $options{fatal} ) { die $error; }
137 else { warn $error; }
140 $job->update_statustext('50,applying payments and credits') if $job;
141 $error = $self->apply_payments_and_credits;
143 $error = "Error applying custnum ". $self->custnum. ": $error";
144 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
145 elsif ( $options{fatal} ) { die $error; }
146 else { warn $error; }
149 $job->update_statustext('70,running collection events') if $job;
150 unless ( $conf->exists('cancelled_cust-noevents')
151 && ! $self->num_ncancelled_pkgs
153 $error = $self->collect( %options );
155 $error = "Error collecting custnum ". $self->custnum. ": $error";
156 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
157 elsif ($options{fatal} ) { die $error; }
158 else { warn $error; }
161 $job->update_statustext('100,finished') if $job;
167 sub cancel_expired_pkgs {
168 my ( $self, $time, %options ) = @_;
170 my @cancel_pkgs = $self->ncancelled_pkgs( {
171 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
176 foreach my $cust_pkg ( @cancel_pkgs ) {
177 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
178 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
179 'reason_otaker' => $cpr->otaker
183 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
186 scalar(@errors) ? join(' / ', @errors) : '';
190 sub suspend_adjourned_pkgs {
191 my ( $self, $time, %options ) = @_;
193 my @susp_pkgs = $self->ncancelled_pkgs( {
195 " AND ( susp IS NULL OR susp = 0 )
196 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
197 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
202 #only because there's no SQL test for is_prepaid :/
204 grep { ( $_->part_pkg->is_prepaid
209 && $_->adjourn <= $time
217 foreach my $cust_pkg ( @susp_pkgs ) {
218 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
219 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
220 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
221 'reason_otaker' => $cpr->otaker
225 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
228 scalar(@errors) ? join(' / ', @errors) : '';
234 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
235 conjunction with the collect method by calling B<bill_and_collect>.
237 If there is an error, returns the error, otherwise returns false.
239 Options are passed as name-value pairs. Currently available options are:
245 If set true, re-charges setup fees.
249 If set true then only bill recurring charges, not setup, usage, one time
254 If set, then override the normal frequency and look for a part_pkg_discount
255 to take at that frequency.
259 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
263 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
267 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
269 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
273 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
277 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
281 This boolean value informs the us that the package is being cancelled. This
282 typically might mean not charging the normal recurring fee but only usage
283 fees since the last billing. Setup charges may be charged. Not all package
284 plans support this feature (they tend to charge 0).
288 Prevent the resetting of usage limits during this call.
292 Do not save the generated bill in the database. Useful with return_bill
296 A list reference on which the generated bill(s) will be returned.
300 Optional terms to be printed on this invoice. Otherwise, customer-specific
301 terms or the default terms are used.
308 my( $self, %options ) = @_;
310 return '' if $self->payby eq 'COMP';
312 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
314 warn "$me bill customer ". $self->custnum. "\n"
317 my $time = $options{'time'} || time;
318 my $invoice_time = $options{'invoice_time'} || $time;
320 $options{'not_pkgpart'} ||= {};
321 $options{'not_pkgpart'} = { map { $_ => 1 }
322 split(/\s*,\s*/, $options{'not_pkgpart'})
324 unless ref($options{'not_pkgpart'});
326 local $SIG{HUP} = 'IGNORE';
327 local $SIG{INT} = 'IGNORE';
328 local $SIG{QUIT} = 'IGNORE';
329 local $SIG{TERM} = 'IGNORE';
330 local $SIG{TSTP} = 'IGNORE';
331 local $SIG{PIPE} = 'IGNORE';
333 my $oldAutoCommit = $FS::UID::AutoCommit;
334 local $FS::UID::AutoCommit = 0;
337 warn "$me acquiring lock on customer ". $self->custnum. "\n"
340 $self->select_for_update; #mutex
342 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
345 my $error = $self->do_cust_event(
346 'debug' => ( $options{'debug'} || 0 ),
347 'time' => $invoice_time,
348 'check_freq' => $options{'check_freq'},
349 'stage' => 'pre-bill',
351 unless $options{no_commit};
353 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
357 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
360 #keep auto-charge and non-auto-charge line items separate
361 my @passes = ( '', 'no_auto' );
363 my %cust_bill_pkg = map { $_ => [] } @passes;
366 # find the packages which are due for billing, find out how much they are
367 # & generate invoice database.
370 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
371 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
373 my %taxlisthash = map { $_ => {} } @passes;
375 my @precommit_hooks = ();
377 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
378 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
380 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
382 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
384 #? to avoid use of uninitialized value errors... ?
385 $cust_pkg->setfield('bill', '')
386 unless defined($cust_pkg->bill);
388 #my $part_pkg = $cust_pkg->part_pkg;
390 my $real_pkgpart = $cust_pkg->pkgpart;
391 my %hash = $cust_pkg->hash;
393 # we could implement this bit as FS::part_pkg::has_hidden, but we already
394 # suffer from performance issues
395 $options{has_hidden} = 0;
396 my @part_pkg = $cust_pkg->part_pkg->self_and_bill_linked;
397 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
399 foreach my $part_pkg ( @part_pkg ) {
401 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
403 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
406 $self->_make_lines( 'part_pkg' => $part_pkg,
407 'cust_pkg' => $cust_pkg,
408 'precommit_hooks' => \@precommit_hooks,
409 'line_items' => $cust_bill_pkg{$pass},
410 'setup' => $total_setup{$pass},
411 'recur' => $total_recur{$pass},
412 'tax_matrix' => $taxlisthash{$pass},
414 'real_pkgpart' => $real_pkgpart,
415 'options' => \%options,
418 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
422 } #foreach my $part_pkg
424 } #foreach my $cust_pkg
426 #if the customer isn't on an automatic payby, everything can go on a single
428 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
429 #merge everything into one list
432 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
434 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
436 next unless @cust_bill_pkg; #don't create an invoice w/o line items
438 warn "$me billing pass $pass\n"
439 #.Dumper(\@cust_bill_pkg)."\n"
442 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
443 !$conf->exists('postal_invoice-recurring_only')
447 my $postal_pkg = $self->charge_postal_fee();
448 if ( $postal_pkg && !ref( $postal_pkg ) ) {
450 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
451 return "can't charge postal invoice fee for customer ".
452 $self->custnum. ": $postal_pkg";
454 } elsif ( $postal_pkg ) {
456 my $real_pkgpart = $postal_pkg->pkgpart;
457 # we could implement this bit as FS::part_pkg::has_hidden, but we already
458 # suffer from performance issues
459 $options{has_hidden} = 0;
460 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
461 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
463 foreach my $part_pkg ( @part_pkg ) {
464 my %postal_options = %options;
465 delete $postal_options{cancel};
467 $self->_make_lines( 'part_pkg' => $part_pkg,
468 'cust_pkg' => $postal_pkg,
469 'precommit_hooks' => \@precommit_hooks,
470 'line_items' => \@cust_bill_pkg,
471 'setup' => $total_setup{$pass},
472 'recur' => $total_recur{$pass},
473 'tax_matrix' => $taxlisthash{$pass},
475 'real_pkgpart' => $real_pkgpart,
476 'options' => \%postal_options,
479 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
484 # it's silly to have a zero value postal_pkg, but....
485 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
491 my $listref_or_error =
492 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
494 unless ( ref( $listref_or_error ) ) {
495 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
496 return $listref_or_error;
499 foreach my $taxline ( @$listref_or_error ) {
500 ${ $total_setup{$pass} } =
501 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
502 push @cust_bill_pkg, $taxline;
506 warn "adding tax adjustments...\n" if $DEBUG > 2;
507 foreach my $cust_tax_adjustment (
508 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
514 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
516 my $itemdesc = $cust_tax_adjustment->taxname;
517 $itemdesc = '' if $itemdesc eq 'Tax';
519 push @cust_bill_pkg, new FS::cust_bill_pkg {
525 'itemdesc' => $itemdesc,
526 'itemcomment' => $cust_tax_adjustment->comment,
527 'cust_tax_adjustment' => $cust_tax_adjustment,
528 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
533 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
535 my @cust_bill = $self->cust_bill;
536 my $balance = $self->balance;
537 my $previous_balance = scalar(@cust_bill)
538 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
541 $previous_balance += $cust_bill[$#cust_bill]->charged
542 if scalar(@cust_bill);
543 #my $balance_adjustments =
544 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
546 warn "creating the new invoice\n" if $DEBUG;
547 #create the new invoice
548 my $cust_bill = new FS::cust_bill ( {
549 'custnum' => $self->custnum,
550 '_date' => ( $invoice_time ),
551 'charged' => $charged,
552 'billing_balance' => $balance,
553 'previous_balance' => $previous_balance,
554 'invoice_terms' => $options{'invoice_terms'},
555 'cust_bill_pkg' => \@cust_bill_pkg,
557 $error = $cust_bill->insert unless $options{no_commit};
559 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
560 return "can't create invoice for customer #". $self->custnum. ": $error";
562 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
564 } #foreach my $pass ( keys %cust_bill_pkg )
566 foreach my $hook ( @precommit_hooks ) {
569 } unless $options{no_commit};
571 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
572 return "$@ running precommit hook $hook\n";
576 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
581 #discard bundled packages of 0 value
582 sub _omit_zero_value_bundles {
584 my @cust_bill_pkg = ();
585 my @cust_bill_pkg_bundle = ();
587 my $discount_show_always = 0;
589 foreach my $cust_bill_pkg ( @_ ) {
590 $discount_show_always = ($cust_bill_pkg->get('discounts')
591 && scalar(@{$cust_bill_pkg->get('discounts')})
592 && $conf->exists('discount-show-always'));
593 if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
594 push @cust_bill_pkg, @cust_bill_pkg_bundle
595 if ($sum > 0 || ($sum == 0 && $discount_show_always));
596 @cust_bill_pkg_bundle = ();
599 $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
600 push @cust_bill_pkg_bundle, $cust_bill_pkg;
602 push @cust_bill_pkg, @cust_bill_pkg_bundle
603 if ($sum > 0 || ($sum == 0 && $discount_show_always));
609 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
611 This is a weird one. Perhaps it should not even be exposed.
613 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
614 Usually used internally by bill method B<bill>.
616 If there is an error, returns the error, otherwise returns reference to a
617 list of line items suitable for insertion.
623 An array ref of the line items being billed.
627 A strange beast. The keys to this hash are internal identifiers consisting
628 of the name of the tax object type, a space, and its unique identifier ( e.g.
629 'cust_main_county 23' ). The values of the hash are listrefs. The first
630 item in the list is the tax object. The remaining items are either line
631 items or floating point values (currency amounts).
633 The taxes are calculated on this entity. Calculated exemption records are
634 transferred to the LINEITEMREF items on the assumption that they are related.
640 This specifies the date appearing on the associated invoice. Some
641 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
647 sub calculate_taxes {
648 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
650 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
652 warn "$me calculate_taxes\n"
653 #.Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
656 my @tax_line_items = ();
658 # keys are tax names (as printed on invoices / itemdesc )
659 # values are listrefs of taxlisthash keys (internal identifiers)
662 # keys are taxlisthash keys (internal identifiers)
663 # values are (cumulative) amounts
666 # keys are taxlisthash keys (internal identifiers)
667 # values are listrefs of cust_bill_pkg_tax_location hashrefs
668 my %tax_location = ();
670 # keys are taxlisthash keys (internal identifiers)
671 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
672 my %tax_rate_location = ();
674 foreach my $tax ( keys %$taxlisthash ) {
675 my $tax_object = shift @{ $taxlisthash->{$tax} };
676 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
677 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
678 my $hashref_or_error =
679 $tax_object->taxline( $taxlisthash->{$tax},
680 'custnum' => $self->custnum,
681 'invoice_time' => $invoice_time
683 return $hashref_or_error unless ref($hashref_or_error);
685 unshift @{ $taxlisthash->{$tax} }, $tax_object;
687 my $name = $hashref_or_error->{'name'};
688 my $amount = $hashref_or_error->{'amount'};
690 #warn "adding $amount as $name\n";
691 $taxname{ $name } ||= [];
692 push @{ $taxname{ $name } }, $tax;
694 $tax{ $tax } += $amount;
696 $tax_location{ $tax } ||= [];
697 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
698 push @{ $tax_location{ $tax } },
700 'taxnum' => $tax_object->taxnum,
701 'taxtype' => ref($tax_object),
702 'pkgnum' => $tax_object->get('pkgnum'),
703 'locationnum' => $tax_object->get('locationnum'),
704 'amount' => sprintf('%.2f', $amount ),
708 $tax_rate_location{ $tax } ||= [];
709 if ( ref($tax_object) eq 'FS::tax_rate' ) {
710 my $taxratelocationnum =
711 $tax_object->tax_rate_location->taxratelocationnum;
712 push @{ $tax_rate_location{ $tax } },
714 'taxnum' => $tax_object->taxnum,
715 'taxtype' => ref($tax_object),
716 'amount' => sprintf('%.2f', $amount ),
717 'locationtaxid' => $tax_object->location,
718 'taxratelocationnum' => $taxratelocationnum,
724 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
725 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
726 foreach my $tax ( keys %$taxlisthash ) {
727 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
728 next unless ref($_) eq 'FS::cust_bill_pkg';
729 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
730 splice( @{ $_->_cust_tax_exempt_pkg } );
734 #consolidate and create tax line items
735 warn "consolidating and generating...\n" if $DEBUG > 2;
736 foreach my $taxname ( keys %taxname ) {
739 my @cust_bill_pkg_tax_location = ();
740 my @cust_bill_pkg_tax_rate_location = ();
741 warn "adding $taxname\n" if $DEBUG > 1;
742 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
743 next if $seen{$taxitem}++;
744 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
745 $tax += $tax{$taxitem};
746 push @cust_bill_pkg_tax_location,
747 map { new FS::cust_bill_pkg_tax_location $_ }
748 @{ $tax_location{ $taxitem } };
749 push @cust_bill_pkg_tax_rate_location,
750 map { new FS::cust_bill_pkg_tax_rate_location $_ }
751 @{ $tax_rate_location{ $taxitem } };
755 $tax = sprintf('%.2f', $tax );
757 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
763 if ( $pkg_category and
764 $conf->config('invoice_latexsummary') ||
765 $conf->config('invoice_htmlsummary')
769 my %hash = ( 'section' => $pkg_category->categoryname );
770 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
774 push @tax_line_items, new FS::cust_bill_pkg {
780 'itemdesc' => $taxname,
781 'display' => \@display,
782 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
783 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
792 my ($self, %params) = @_;
794 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
796 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
797 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
798 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
799 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
800 my $total_setup = $params{setup} or die "no setup accumulator specified";
801 my $total_recur = $params{recur} or die "no recur accumulator specified";
802 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
803 my $time = $params{'time'} or die "no time specified";
804 my (%options) = %{$params{options}};
807 my $real_pkgpart = $params{real_pkgpart};
808 my %hash = $cust_pkg->hash;
809 my $old_cust_pkg = new FS::cust_pkg \%hash;
815 $cust_pkg->pkgpart($part_pkg->pkgpart);
823 if ( $options{'resetup'}
824 || ( ! $cust_pkg->setup
825 && ( ! $cust_pkg->start_date
826 || $cust_pkg->start_date <= $time
828 && ( ! $conf->exists('disable_setup_suspended_pkgs')
829 || ( $conf->exists('disable_setup_suspended_pkgs') &&
830 ! $cust_pkg->getfield('susp')
834 and !$options{recurring_only}
838 warn " bill setup\n" if $DEBUG > 1;
841 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
842 return "$@ running calc_setup for $cust_pkg\n"
845 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
847 $cust_pkg->setfield('setup', $time)
848 unless $cust_pkg->setup;
849 #do need it, but it won't get written to the db
850 #|| $cust_pkg->pkgpart != $real_pkgpart;
852 $cust_pkg->setfield('start_date', '')
853 if $cust_pkg->start_date;
861 #XXX unit stuff here too
865 if ( ! $cust_pkg->start_date
866 and ( ! $cust_pkg->susp || $part_pkg->option('suspend_bill', 1) )
868 ( $part_pkg->freq ne '0' && ( $cust_pkg->bill || 0 ) <= $time )
869 || ( $part_pkg->plan eq 'voip_cdr'
870 && $part_pkg->option('bill_every_call')
875 # XXX should this be a package event? probably. events are called
876 # at collection time at the moment, though...
877 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
878 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
879 #don't want to reset usage just cause we want a line item??
880 #&& $part_pkg->pkgpart == $real_pkgpart;
882 warn " bill recur\n" if $DEBUG > 1;
885 # XXX shared with $recur_prog
886 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
890 #over two params! lets at least switch to a hashref for the rest...
891 my $increment_next_bill = ( $part_pkg->freq ne '0'
892 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
895 my %param = ( 'precommit_hooks' => $precommit_hooks,
896 'increment_next_bill' => $increment_next_bill,
897 'discounts' => \@discounts,
898 'real_pkgpart' => $real_pkgpart,
899 'freq_override' => $options{freq_override} || '',
902 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
904 # There may be some part_pkg for which this is wrong. Only those
905 # which can_discount are supported.
906 # (the UI should prevent adding discounts to these at the moment)
908 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
909 return "$@ running $method for $cust_pkg\n"
912 if ( $increment_next_bill ) {
914 my $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
915 return "unparsable frequency: ". $part_pkg->freq
918 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
919 # only for figuring next bill date, nothing else, so, reset $sdate again
921 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
922 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
923 $cust_pkg->last_bill($sdate);
925 $cust_pkg->setfield('bill', $next_bill );
931 warn "\$setup is undefined" unless defined($setup);
932 warn "\$recur is undefined" unless defined($recur);
933 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
936 # If there's line items, create em cust_bill_pkg records
937 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
942 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
943 # hmm.. and if just the options are modified in some weird price plan?
945 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
948 my $error = $cust_pkg->replace( $old_cust_pkg,
949 'options' => { $cust_pkg->options },
951 unless $options{no_commit};
952 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
953 if $error; #just in case
956 $setup = sprintf( "%.2f", $setup );
957 $recur = sprintf( "%.2f", $recur );
958 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
959 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
961 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
962 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
965 my $discount_show_always = ($recur == 0 && scalar(@discounts)
966 && $conf->exists('discount-show-always'));
970 (!$part_pkg->hidden && $options{has_hidden}) || #include some $0 lines
971 $discount_show_always )
974 warn " charges (setup=$setup, recur=$recur); adding line items\n"
977 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
979 warn " adding customer package invoice detail: $_\n"
980 foreach @cust_pkg_detail;
982 push @details, @cust_pkg_detail;
984 my $cust_bill_pkg = new FS::cust_bill_pkg {
985 'pkgnum' => $cust_pkg->pkgnum,
987 'unitsetup' => $unitsetup,
989 'unitrecur' => $unitrecur,
990 'quantity' => $cust_pkg->quantity,
991 'details' => \@details,
992 'discounts' => \@discounts,
993 'hidden' => $part_pkg->hidden,
994 'freq' => $part_pkg->freq,
997 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
998 $cust_bill_pkg->sdate( $hash{last_bill} );
999 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
1000 $cust_bill_pkg->edate( $time ) if $options{cancel};
1001 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
1002 $cust_bill_pkg->sdate( $sdate );
1003 $cust_bill_pkg->edate( $cust_pkg->bill );
1004 #$cust_bill_pkg->edate( $time ) if $options{cancel};
1007 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
1008 unless $part_pkg->pkgpart == $real_pkgpart;
1010 $$total_setup += $setup;
1011 $$total_recur += $recur;
1017 unless ( $discount_show_always ) {
1019 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
1020 return $error if $error;
1023 push @$cust_bill_pkgs, $cust_bill_pkg;
1025 } #if $setup != 0 || $recur != 0
1035 my $part_pkg = shift;
1036 my $taxlisthash = shift;
1037 my $cust_bill_pkg = shift;
1038 my $cust_pkg = shift;
1039 my $invoice_time = shift;
1040 my $real_pkgpart = shift;
1041 my $options = shift;
1043 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1045 my %cust_bill_pkg = ();
1049 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
1050 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
1051 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
1052 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
1054 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
1056 if ( $conf->exists('enable_taxproducts')
1057 && ( scalar($part_pkg->part_pkg_taxoverride)
1058 || $part_pkg->has_taxproduct
1063 foreach my $class (@classes) {
1064 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class, $cust_pkg );
1065 return $err_or_ref unless ref($err_or_ref);
1066 $taxes{$class} = $err_or_ref;
1069 unless (exists $taxes{''}) {
1070 my $err_or_ref = $self->_gather_taxes( $part_pkg, '', $cust_pkg );
1071 return $err_or_ref unless ref($err_or_ref);
1072 $taxes{''} = $err_or_ref;
1077 my @loc_keys = qw( city county state country );
1079 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1080 my $cust_location = $cust_pkg->cust_location;
1081 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
1084 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
1087 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
1090 $taxhash{'taxclass'} = $part_pkg->taxclass;
1093 my %taxhash_elim = %taxhash;
1094 my @elim = qw( city county state );
1097 #first try a match with taxclass
1098 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1100 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1101 #then try a match without taxclass
1102 my %no_taxclass = %taxhash_elim;
1103 $no_taxclass{ 'taxclass' } = '';
1104 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1107 $taxhash_elim{ shift(@elim) } = '';
1109 } while ( !scalar(@taxes) && scalar(@elim) );
1111 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
1113 if $self->cust_main_exemption; #just to be safe
1115 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1117 $_->set('pkgnum', $cust_pkg->pkgnum );
1118 $_->set('locationnum', $cust_pkg->locationnum );
1122 $taxes{''} = [ @taxes ];
1123 $taxes{'setup'} = [ @taxes ];
1124 $taxes{'recur'} = [ @taxes ];
1125 $taxes{$_} = [ @taxes ] foreach (@classes);
1127 # # maybe eliminate this entirely, along with all the 0% records
1128 # unless ( @taxes ) {
1130 # "fatal: can't find tax rate for state/county/country/taxclass ".
1131 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
1134 } #if $conf->exists('enable_taxproducts') ...
1139 my $separate = $conf->exists('separate_usage');
1140 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
1141 my $usage_mandate = $temp_pkg->part_pkg->option('usage_mandate', 'Hush!');
1142 my $section = $temp_pkg->part_pkg->categoryname;
1143 if ( $separate || $section || $usage_mandate ) {
1145 my %hash = ( 'section' => $section );
1147 $section = $temp_pkg->part_pkg->option('usage_section', 'Hush!');
1148 my $summary = $temp_pkg->part_pkg->option('summarize_usage', 'Hush!');
1150 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
1151 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
1153 push @display, new FS::cust_bill_pkg_display
1156 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
1160 if ($separate && $section && $summary) {
1161 push @display, new FS::cust_bill_pkg_display { type => 'U',
1166 if ($usage_mandate || $section && $summary) {
1167 $hash{post_total} = 'Y';
1170 if ($separate || $usage_mandate) {
1171 $hash{section} = $section if ($separate || $usage_mandate);
1172 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
1176 $cust_bill_pkg->set('display', \@display);
1178 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
1179 foreach my $key (keys %tax_cust_bill_pkg) {
1180 my @taxes = @{ $taxes{$key} || [] };
1181 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
1183 my %localtaxlisthash = ();
1184 foreach my $tax ( @taxes ) {
1186 my $taxname = ref( $tax ). ' '. $tax->taxnum;
1187 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
1188 # ' locationnum'. $cust_pkg->locationnum
1189 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
1191 $taxlisthash->{ $taxname } ||= [ $tax ];
1192 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
1194 $localtaxlisthash{ $taxname } ||= [ $tax ];
1195 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
1199 warn "finding taxed taxes...\n" if $DEBUG > 2;
1200 foreach my $tax ( keys %localtaxlisthash ) {
1201 my $tax_object = shift @{ $localtaxlisthash{$tax} };
1202 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
1204 next unless $tax_object->can('tax_on_tax');
1206 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
1207 my $totname = ref( $tot ). ' '. $tot->taxnum;
1209 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
1211 next unless exists( $localtaxlisthash{ $totname } ); # only increase
1213 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
1214 my $hashref_or_error =
1215 $tax_object->taxline( $localtaxlisthash{$tax},
1216 'custnum' => $self->custnum,
1217 'invoice_time' => $invoice_time,
1219 return $hashref_or_error
1220 unless ref($hashref_or_error);
1222 $taxlisthash->{ $totname } ||= [ $tot ];
1223 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
1235 my $part_pkg = shift;
1237 my $cust_pkg = shift;
1239 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1242 if ( $cust_pkg->locationnum && $conf->exists('tax-pkg_address') ) {
1243 $geocode = $cust_pkg->cust_location->geocode('cch');
1245 $geocode = $self->geocode('cch');
1250 my @taxclassnums = map { $_->taxclassnum }
1251 $part_pkg->part_pkg_taxoverride($class);
1253 unless (@taxclassnums) {
1254 @taxclassnums = map { $_->taxclassnum }
1255 grep { $_->taxable eq 'Y' }
1256 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
1258 warn "Found taxclassnum values of ". join(',', @taxclassnums)
1263 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
1265 @taxes = qsearch({ 'table' => 'tax_rate',
1266 'hashref' => { 'geocode' => $geocode, },
1267 'extra_sql' => $extra_sql,
1269 if scalar(@taxclassnums);
1271 warn "Found taxes ".
1272 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
1279 =item collect [ HASHREF | OPTION => VALUE ... ]
1281 (Attempt to) collect money for this customer's outstanding invoices (see
1282 L<FS::cust_bill>). Usually used after the bill method.
1284 Actions are now triggered by billing events; see L<FS::part_event> and the
1285 billing events web interface. Old-style invoice events (see
1286 L<FS::part_bill_event>) have been deprecated.
1288 If there is an error, returns the error, otherwise returns false.
1290 Options are passed as name-value pairs.
1292 Currently available options are:
1298 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.
1302 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1306 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1310 set true to surpress email card/ACH decline notices.
1314 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)
1320 # allows for one time override of normal customer billing method
1325 my( $self, %options ) = @_;
1327 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1329 my $invoice_time = $options{'invoice_time'} || time;
1332 local $SIG{HUP} = 'IGNORE';
1333 local $SIG{INT} = 'IGNORE';
1334 local $SIG{QUIT} = 'IGNORE';
1335 local $SIG{TERM} = 'IGNORE';
1336 local $SIG{TSTP} = 'IGNORE';
1337 local $SIG{PIPE} = 'IGNORE';
1339 my $oldAutoCommit = $FS::UID::AutoCommit;
1340 local $FS::UID::AutoCommit = 0;
1343 $self->select_for_update; #mutex
1346 my $balance = $self->balance;
1347 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1350 if ( exists($options{'retry_card'}) ) {
1351 carp 'retry_card option passed to collect is deprecated; use retry';
1352 $options{'retry'} ||= $options{'retry_card'};
1354 if ( exists($options{'retry'}) && $options{'retry'} ) {
1355 my $error = $self->retry_realtime;
1357 $dbh->rollback if $oldAutoCommit;
1362 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1364 #never want to roll back an event just because it returned an error
1365 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1367 $self->do_cust_event(
1368 'debug' => ( $options{'debug'} || 0 ),
1369 'time' => $invoice_time,
1370 'check_freq' => $options{'check_freq'},
1371 'stage' => 'collect',
1376 =item retry_realtime
1378 Schedules realtime / batch credit card / electronic check / LEC billing
1379 events for for retry. Useful if card information has changed or manual
1380 retry is desired. The 'collect' method must be called to actually retry
1383 Implementation details: For either this customer, or for each of this
1384 customer's open invoices, changes the status of the first "done" (with
1385 statustext error) realtime processing event to "failed".
1389 sub retry_realtime {
1392 local $SIG{HUP} = 'IGNORE';
1393 local $SIG{INT} = 'IGNORE';
1394 local $SIG{QUIT} = 'IGNORE';
1395 local $SIG{TERM} = 'IGNORE';
1396 local $SIG{TSTP} = 'IGNORE';
1397 local $SIG{PIPE} = 'IGNORE';
1399 my $oldAutoCommit = $FS::UID::AutoCommit;
1400 local $FS::UID::AutoCommit = 0;
1403 #a little false laziness w/due_cust_event (not too bad, really)
1405 my $join = FS::part_event_condition->join_conditions_sql;
1406 my $order = FS::part_event_condition->order_conditions_sql;
1409 . join ( ' OR ' , map {
1410 "( part_event.eventtable = " . dbh->quote($_)
1411 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
1412 } FS::part_event->eventtables)
1415 #here is the agent virtualization
1416 my $agent_virt = " ( part_event.agentnum IS NULL
1417 OR part_event.agentnum = ". $self->agentnum. ' )';
1419 #XXX this shouldn't be hardcoded, actions should declare it...
1420 my @realtime_events = qw(
1421 cust_bill_realtime_card
1422 cust_bill_realtime_check
1423 cust_bill_realtime_lec
1427 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
1432 my @cust_event = qsearchs({
1433 'table' => 'cust_event',
1434 'select' => 'cust_event.*',
1435 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1436 'hashref' => { 'status' => 'done' },
1437 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
1438 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1441 my %seen_invnum = ();
1442 foreach my $cust_event (@cust_event) {
1444 #max one for the customer, one for each open invoice
1445 my $cust_X = $cust_event->cust_X;
1446 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1450 or $cust_event->part_event->eventtable eq 'cust_bill'
1453 my $error = $cust_event->retry;
1455 $dbh->rollback if $oldAutoCommit;
1456 return "error scheduling event for retry: $error";
1461 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1466 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1468 Runs billing events; see L<FS::part_event> and the billing events web
1471 If there is an error, returns the error, otherwise returns false.
1473 Options are passed as name-value pairs.
1475 Currently available options are:
1481 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.
1485 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1489 "collect" (the default) or "pre-bill"
1493 set true to surpress email card/ACH decline notices.
1497 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)
1504 # allows for one time override of normal customer billing method
1508 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1511 my( $self, %options ) = @_;
1513 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1515 my $time = $options{'time'} || time;
1518 local $SIG{HUP} = 'IGNORE';
1519 local $SIG{INT} = 'IGNORE';
1520 local $SIG{QUIT} = 'IGNORE';
1521 local $SIG{TERM} = 'IGNORE';
1522 local $SIG{TSTP} = 'IGNORE';
1523 local $SIG{PIPE} = 'IGNORE';
1525 my $oldAutoCommit = $FS::UID::AutoCommit;
1526 local $FS::UID::AutoCommit = 0;
1529 $self->select_for_update; #mutex
1532 my $balance = $self->balance;
1533 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
1536 # if ( exists($options{'retry_card'}) ) {
1537 # carp 'retry_card option passed to collect is deprecated; use retry';
1538 # $options{'retry'} ||= $options{'retry_card'};
1540 # if ( exists($options{'retry'}) && $options{'retry'} ) {
1541 # my $error = $self->retry_realtime;
1543 # $dbh->rollback if $oldAutoCommit;
1548 # false laziness w/pay_batch::import_results
1550 my $due_cust_event = $self->due_cust_event(
1551 'debug' => ( $options{'debug'} || 0 ),
1553 'check_freq' => $options{'check_freq'},
1554 'stage' => ( $options{'stage'} || 'collect' ),
1556 unless( ref($due_cust_event) ) {
1557 $dbh->rollback if $oldAutoCommit;
1558 return $due_cust_event;
1561 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1562 #never want to roll back an event just because it or a different one
1564 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1566 foreach my $cust_event ( @$due_cust_event ) {
1570 #re-eval event conditions (a previous event could have changed things)
1571 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
1572 #don't leave stray "new/locked" records around
1573 my $error = $cust_event->delete;
1574 return $error if $error;
1579 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
1580 if $options{'quiet'};
1581 warn " running cust_event ". $cust_event->eventnum. "\n"
1584 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
1585 if ( my $error = $cust_event->do_event() ) {
1586 #XXX wtf is this? figure out a proper dealio with return value
1598 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
1600 Inserts database records for and returns an ordered listref of new events due
1601 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
1602 events are due, an empty listref is returned. If there is an error, returns a
1603 scalar error message.
1605 To actually run the events, call each event's test_condition method, and if
1606 still true, call the event's do_event method.
1608 Options are passed as a hashref or as a list of name-value pairs. Available
1615 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
1619 "collect" (the default) or "pre-bill"
1623 "Current time" for the events.
1627 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1631 Only return events for the specified eventtable (by default, events of all eventtables are returned)
1635 Explicitly pass the objects to be tested (typically used with eventtable).
1639 Set to true to return the objects, but not actually insert them into the
1646 sub due_cust_event {
1648 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
1651 #my $DEBUG = $opt{'debug'}
1652 local($DEBUG) = $opt{'debug'}
1653 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
1654 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1656 warn "$me due_cust_event called with options ".
1657 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
1660 $opt{'time'} ||= time;
1662 local $SIG{HUP} = 'IGNORE';
1663 local $SIG{INT} = 'IGNORE';
1664 local $SIG{QUIT} = 'IGNORE';
1665 local $SIG{TERM} = 'IGNORE';
1666 local $SIG{TSTP} = 'IGNORE';
1667 local $SIG{PIPE} = 'IGNORE';
1669 my $oldAutoCommit = $FS::UID::AutoCommit;
1670 local $FS::UID::AutoCommit = 0;
1673 $self->select_for_update #mutex
1674 unless $opt{testonly};
1677 # find possible events (initial search)
1680 my @cust_event = ();
1682 my @eventtable = $opt{'eventtable'}
1683 ? ( $opt{'eventtable'} )
1684 : FS::part_event->eventtables_runorder;
1686 my $check_freq = $opt{'check_freq'} || '1d';
1688 foreach my $eventtable ( @eventtable ) {
1691 if ( $opt{'objects'} ) {
1693 @objects = @{ $opt{'objects'} };
1697 #my @objects = $self->$eventtable(); # sub cust_main { @{ [ $self ] }; }
1698 if ( $eventtable eq 'cust_main' ) {
1699 @objects = ( $self );
1703 "LEFT JOIN cust_main USING ( custnum )";
1705 #some false laziness w/Cron::bill bill_where
1707 my $join = FS::part_event_condition->join_conditions_sql( $eventtable);
1708 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
1709 'time'=>$opt{'time'},
1711 $where = $where ? "AND $where" : '';
1713 my $are_part_event =
1714 "EXISTS ( SELECT 1 FROM part_event $join
1715 WHERE check_freq = '$check_freq'
1716 AND eventtable = '$eventtable'
1717 AND ( disabled = '' OR disabled IS NULL )
1723 @objects = $self->$eventtable(
1724 'addl_from' => $cm_join,
1725 'extra_sql' => " AND $are_part_event",
1731 my @e_cust_event = ();
1733 my $cross = "CROSS JOIN $eventtable";
1734 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
1735 unless $eventtable eq 'cust_main';
1737 foreach my $object ( @objects ) {
1739 #this first search uses the condition_sql magic for optimization.
1740 #the more possible events we can eliminate in this step the better
1742 my $cross_where = '';
1743 my $pkey = $object->primary_key;
1744 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
1746 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
1748 FS::part_event_condition->where_conditions_sql( $eventtable,
1749 'time'=>$opt{'time'}
1751 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
1753 $extra_sql = "AND $extra_sql" if $extra_sql;
1755 #here is the agent virtualization
1756 $extra_sql .= " AND ( part_event.agentnum IS NULL
1757 OR part_event.agentnum = ". $self->agentnum. ' )';
1759 $extra_sql .= " $order";
1761 warn "searching for events for $eventtable ". $object->$pkey. "\n"
1762 if $opt{'debug'} > 2;
1763 my @part_event = qsearch( {
1764 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
1765 'select' => 'part_event.*',
1766 'table' => 'part_event',
1767 'addl_from' => "$cross $join",
1768 'hashref' => { 'check_freq' => $check_freq,
1769 'eventtable' => $eventtable,
1772 'extra_sql' => "AND $cross_where $extra_sql",
1776 my $pkey = $object->primary_key;
1777 warn " ". scalar(@part_event).
1778 " possible events found for $eventtable ". $object->$pkey(). "\n";
1781 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
1785 warn " ". scalar(@e_cust_event).
1786 " subtotal possible cust events found for $eventtable\n"
1789 push @cust_event, @e_cust_event;
1793 warn " ". scalar(@cust_event).
1794 " total possible cust events found in initial search\n"
1802 $opt{stage} ||= 'collect';
1804 grep { my $stage = $_->part_event->event_stage;
1805 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
1815 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
1816 'stats_hashref' => \%unsat ),
1819 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
1822 warn " invalid conditions not eliminated with condition_sql:\n".
1823 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
1824 if keys %unsat && $DEBUG; # > 1;
1830 unless( $opt{testonly} ) {
1831 foreach my $cust_event ( @cust_event ) {
1833 my $error = $cust_event->insert();
1835 $dbh->rollback if $oldAutoCommit;
1842 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1848 warn " returning events: ". Dumper(@cust_event). "\n"
1855 =item apply_payments_and_credits [ OPTION => VALUE ... ]
1857 Applies unapplied payments and credits.
1859 In most cases, this new method should be used in place of sequential
1860 apply_payments and apply_credits methods.
1862 A hash of optional arguments may be passed. Currently "manual" is supported.
1863 If true, a payment receipt is sent instead of a statement when
1864 'payment_receipt_email' configuration option is set.
1866 If there is an error, returns the error, otherwise returns false.
1870 sub apply_payments_and_credits {
1871 my( $self, %options ) = @_;
1873 local $SIG{HUP} = 'IGNORE';
1874 local $SIG{INT} = 'IGNORE';
1875 local $SIG{QUIT} = 'IGNORE';
1876 local $SIG{TERM} = 'IGNORE';
1877 local $SIG{TSTP} = 'IGNORE';
1878 local $SIG{PIPE} = 'IGNORE';
1880 my $oldAutoCommit = $FS::UID::AutoCommit;
1881 local $FS::UID::AutoCommit = 0;
1884 $self->select_for_update; #mutex
1886 foreach my $cust_bill ( $self->open_cust_bill ) {
1887 my $error = $cust_bill->apply_payments_and_credits(%options);
1889 $dbh->rollback if $oldAutoCommit;
1890 return "Error applying: $error";
1894 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1899 =item apply_credits OPTION => VALUE ...
1901 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
1902 to outstanding invoice balances in chronological order (or reverse
1903 chronological order if the I<order> option is set to B<newest>) and returns the
1904 value of any remaining unapplied credits available for refund (see
1905 L<FS::cust_refund>).
1907 Dies if there is an error.
1915 local $SIG{HUP} = 'IGNORE';
1916 local $SIG{INT} = 'IGNORE';
1917 local $SIG{QUIT} = 'IGNORE';
1918 local $SIG{TERM} = 'IGNORE';
1919 local $SIG{TSTP} = 'IGNORE';
1920 local $SIG{PIPE} = 'IGNORE';
1922 my $oldAutoCommit = $FS::UID::AutoCommit;
1923 local $FS::UID::AutoCommit = 0;
1926 $self->select_for_update; #mutex
1928 unless ( $self->total_unapplied_credits ) {
1929 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1933 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
1934 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
1936 my @invoices = $self->open_cust_bill;
1937 @invoices = sort { $b->_date <=> $a->_date } @invoices
1938 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
1940 if ( $conf->exists('pkg-balances') ) {
1941 # limit @credits to those w/ a pkgnum grepped from $self
1943 foreach my $i (@invoices) {
1944 foreach my $li ( $i->cust_bill_pkg ) {
1945 $pkgnums{$li->pkgnum} = 1;
1948 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
1953 foreach my $cust_bill ( @invoices ) {
1955 if ( !defined($credit) || $credit->credited == 0) {
1956 $credit = pop @credits or last;
1960 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
1961 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
1963 $owed = $cust_bill->owed;
1965 unless ( $owed > 0 ) {
1966 push @credits, $credit;
1970 my $amount = min( $credit->credited, $owed );
1972 my $cust_credit_bill = new FS::cust_credit_bill ( {
1973 'crednum' => $credit->crednum,
1974 'invnum' => $cust_bill->invnum,
1975 'amount' => $amount,
1977 $cust_credit_bill->pkgnum( $credit->pkgnum )
1978 if $conf->exists('pkg-balances') && $credit->pkgnum;
1979 my $error = $cust_credit_bill->insert;
1981 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
1985 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
1989 my $total_unapplied_credits = $self->total_unapplied_credits;
1991 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1993 return $total_unapplied_credits;
1996 =item apply_payments [ OPTION => VALUE ... ]
1998 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
1999 to outstanding invoice balances in chronological order.
2001 #and returns the value of any remaining unapplied payments.
2003 A hash of optional arguments may be passed. Currently "manual" is supported.
2004 If true, a payment receipt is sent instead of a statement when
2005 'payment_receipt_email' configuration option is set.
2007 Dies if there is an error.
2011 sub apply_payments {
2012 my( $self, %options ) = @_;
2014 local $SIG{HUP} = 'IGNORE';
2015 local $SIG{INT} = 'IGNORE';
2016 local $SIG{QUIT} = 'IGNORE';
2017 local $SIG{TERM} = 'IGNORE';
2018 local $SIG{TSTP} = 'IGNORE';
2019 local $SIG{PIPE} = 'IGNORE';
2021 my $oldAutoCommit = $FS::UID::AutoCommit;
2022 local $FS::UID::AutoCommit = 0;
2025 $self->select_for_update; #mutex
2029 my @payments = sort { $b->_date <=> $a->_date }
2030 grep { $_->unapplied > 0 }
2033 my @invoices = sort { $a->_date <=> $b->_date}
2034 grep { $_->owed > 0 }
2037 if ( $conf->exists('pkg-balances') ) {
2038 # limit @payments to those w/ a pkgnum grepped from $self
2040 foreach my $i (@invoices) {
2041 foreach my $li ( $i->cust_bill_pkg ) {
2042 $pkgnums{$li->pkgnum} = 1;
2045 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2050 foreach my $cust_bill ( @invoices ) {
2052 if ( !defined($payment) || $payment->unapplied == 0 ) {
2053 $payment = pop @payments or last;
2057 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2058 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2060 $owed = $cust_bill->owed;
2062 unless ( $owed > 0 ) {
2063 push @payments, $payment;
2067 my $amount = min( $payment->unapplied, $owed );
2069 my $cust_bill_pay = new FS::cust_bill_pay ( {
2070 'paynum' => $payment->paynum,
2071 'invnum' => $cust_bill->invnum,
2072 'amount' => $amount,
2074 $cust_bill_pay->pkgnum( $payment->pkgnum )
2075 if $conf->exists('pkg-balances') && $payment->pkgnum;
2076 my $error = $cust_bill_pay->insert(%options);
2078 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2082 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2086 my $total_unapplied_payments = $self->total_unapplied_payments;
2088 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2090 return $total_unapplied_payments;
2100 suspend_adjourned_pkgs
2103 (do_cust_event pre-bill)
2106 (vendor-only) _gather_taxes
2107 _omit_zero_value_bundles
2110 apply_payments_and_credits
2119 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>