1 package FS::cust_main::Billing;
4 use vars qw( $conf $DEBUG $me );
7 use List::Util qw( min );
9 use FS::Record qw( qsearch qsearchs dbdef );
11 use FS::cust_bill_pkg;
12 use FS::cust_bill_pkg_display;
13 use FS::cust_bill_pay;
14 use FS::cust_credit_bill;
16 use FS::cust_tax_adjustment;
18 use FS::tax_rate_location;
19 use FS::cust_bill_pkg_tax_location;
20 use FS::cust_bill_pkg_tax_rate_location;
22 use FS::part_event_condition;
24 # 1 is mostly method/subroutine entry and options
25 # 2 traces progress of some operations
26 # 3 is even more information including possibly sensitive data
28 $me = '[FS::cust_main::Billing]';
30 install_callback FS::UID sub {
32 #yes, need it for stuff below (prolly should be cached)
37 FS::cust_main::Billing - Billing mixin for cust_main
43 These methods are available on FS::cust_main objects.
49 =item bill_and_collect
51 Cancels and suspends any packages due, generates bills, applies payments and
52 credits, and applies collection events to run cards, send bills and notices,
55 By default, warns on errors and continues with the next operation (but see the
58 Options are passed as name-value pairs. Currently available options are:
64 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
68 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
72 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
76 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
80 If set true, re-charges setup fees.
84 If set any errors prevent subsequent operations from continusing. If set
85 specifically to "return", returns the error (or false, if there is no error).
86 Any other true value causes errors to die.
90 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
94 Optional FS::queue entry to receive status updates.
98 Options are passed to the B<bill> and B<collect> methods verbatim, so all
99 options of those methods are also available.
103 sub bill_and_collect {
104 my( $self, %options ) = @_;
108 #$options{actual_time} not $options{time} because freeside-daily -d is for
109 #pre-printing invoices
111 $options{'actual_time'} ||= time;
112 my $job = $options{'job'};
114 $job->update_statustext('0,cleaning expired packages') if $job;
115 $error = $self->cancel_expired_pkgs( $options{actual_time} );
117 $error = "Error expiring custnum ". $self->custnum. ": $error";
118 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
119 elsif ( $options{fatal} ) { die $error; }
120 else { warn $error; }
123 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
125 $error = "Error adjourning custnum ". $self->custnum. ": $error";
126 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
127 elsif ( $options{fatal} ) { die $error; }
128 else { warn $error; }
131 $job->update_statustext('20,billing packages') if $job;
132 $error = $self->bill( %options );
134 $error = "Error billing custnum ". $self->custnum. ": $error";
135 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
136 elsif ( $options{fatal} ) { die $error; }
137 else { warn $error; }
140 $job->update_statustext('50,applying payments and credits') if $job;
141 $error = $self->apply_payments_and_credits;
143 $error = "Error applying custnum ". $self->custnum. ": $error";
144 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
145 elsif ( $options{fatal} ) { die $error; }
146 else { warn $error; }
149 $job->update_statustext('70,running collection events') if $job;
150 unless ( $conf->exists('cancelled_cust-noevents')
151 && ! $self->num_ncancelled_pkgs
153 $error = $self->collect( %options );
155 $error = "Error collecting custnum ". $self->custnum. ": $error";
156 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
157 elsif ($options{fatal} ) { die $error; }
158 else { warn $error; }
161 $job->update_statustext('100,finished') if $job;
167 sub cancel_expired_pkgs {
168 my ( $self, $time, %options ) = @_;
170 my @cancel_pkgs = $self->ncancelled_pkgs( {
171 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
176 foreach my $cust_pkg ( @cancel_pkgs ) {
177 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
178 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
179 'reason_otaker' => $cpr->otaker
183 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
186 scalar(@errors) ? join(' / ', @errors) : '';
190 sub suspend_adjourned_pkgs {
191 my ( $self, $time, %options ) = @_;
193 my @susp_pkgs = $self->ncancelled_pkgs( {
195 " AND ( susp IS NULL OR susp = 0 )
196 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
197 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
202 #only because there's no SQL test for is_prepaid :/
204 grep { ( $_->part_pkg->is_prepaid
209 && $_->adjourn <= $time
217 foreach my $cust_pkg ( @susp_pkgs ) {
218 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
219 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
220 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
221 'reason_otaker' => $cpr->otaker
225 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
228 scalar(@errors) ? join(' / ', @errors) : '';
234 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
235 conjunction with the collect method by calling B<bill_and_collect>.
237 If there is an error, returns the error, otherwise returns false.
239 Options are passed as name-value pairs. Currently available options are:
245 If set true, re-charges setup fees.
249 If set true then only bill recurring charges, not setup, usage, one time
254 If set, then override the normal frequency and look for a part_pkg_discount
255 to take at that frequency.
259 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
263 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
267 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
269 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
273 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
277 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
281 This boolean value informs the us that the package is being cancelled. This
282 typically might mean not charging the normal recurring fee but only usage
283 fees since the last billing. Setup charges may be charged. Not all package
284 plans support this feature (they tend to charge 0).
288 Prevent the resetting of usage limits during this call.
292 Do not save the generated bill in the database. Useful with return_bill
296 A list reference on which the generated bill(s) will be returned.
300 Optional terms to be printed on this invoice. Otherwise, customer-specific
301 terms or the default terms are used.
308 my( $self, %options ) = @_;
310 return '' if $self->payby eq 'COMP';
312 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
314 warn "$me bill customer ". $self->custnum. "\n"
317 my $time = $options{'time'} || time;
318 my $invoice_time = $options{'invoice_time'} || $time;
320 $options{'not_pkgpart'} ||= {};
321 $options{'not_pkgpart'} = { map { $_ => 1 }
322 split(/\s*,\s*/, $options{'not_pkgpart'})
324 unless ref($options{'not_pkgpart'});
326 local $SIG{HUP} = 'IGNORE';
327 local $SIG{INT} = 'IGNORE';
328 local $SIG{QUIT} = 'IGNORE';
329 local $SIG{TERM} = 'IGNORE';
330 local $SIG{TSTP} = 'IGNORE';
331 local $SIG{PIPE} = 'IGNORE';
333 my $oldAutoCommit = $FS::UID::AutoCommit;
334 local $FS::UID::AutoCommit = 0;
337 warn "$me acquiring lock on customer ". $self->custnum. "\n"
340 $self->select_for_update; #mutex
342 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
345 my $error = $self->do_cust_event(
346 'debug' => ( $options{'debug'} || 0 ),
347 'time' => $invoice_time,
348 'check_freq' => $options{'check_freq'},
349 'stage' => 'pre-bill',
351 unless $options{no_commit};
353 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
357 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
360 #keep auto-charge and non-auto-charge line items separate
361 my @passes = ( '', 'no_auto' );
363 my %cust_bill_pkg = map { $_ => [] } @passes;
366 # find the packages which are due for billing, find out how much they are
367 # & generate invoice database.
370 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
371 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
373 my %taxlisthash = map { $_ => {} } @passes;
375 my @precommit_hooks = ();
377 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
378 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
380 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
382 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
384 #? to avoid use of uninitialized value errors... ?
385 $cust_pkg->setfield('bill', '')
386 unless defined($cust_pkg->bill);
388 #my $part_pkg = $cust_pkg->part_pkg;
390 my $real_pkgpart = $cust_pkg->pkgpart;
391 my %hash = $cust_pkg->hash;
393 # we could implement this bit as FS::part_pkg::has_hidden, but we already
394 # suffer from performance issues
395 $options{has_hidden} = 0;
396 my @part_pkg = $cust_pkg->part_pkg->self_and_bill_linked;
397 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
399 foreach my $part_pkg ( @part_pkg ) {
401 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
403 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
406 $self->_make_lines( 'part_pkg' => $part_pkg,
407 'cust_pkg' => $cust_pkg,
408 'precommit_hooks' => \@precommit_hooks,
409 'line_items' => $cust_bill_pkg{$pass},
410 'setup' => $total_setup{$pass},
411 'recur' => $total_recur{$pass},
412 'tax_matrix' => $taxlisthash{$pass},
414 'real_pkgpart' => $real_pkgpart,
415 'options' => \%options,
418 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
422 } #foreach my $part_pkg
424 } #foreach my $cust_pkg
426 #if the customer isn't on an automatic payby, everything can go on a single
428 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
429 #merge everything into one list
432 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
434 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
436 next unless @cust_bill_pkg; #don't create an invoice w/o line items
438 warn "$me billing pass $pass\n"
439 #.Dumper(\@cust_bill_pkg)."\n"
442 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
443 !$conf->exists('postal_invoice-recurring_only')
447 my $postal_pkg = $self->charge_postal_fee();
448 if ( $postal_pkg && !ref( $postal_pkg ) ) {
450 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
451 return "can't charge postal invoice fee for customer ".
452 $self->custnum. ": $postal_pkg";
454 } elsif ( $postal_pkg ) {
456 my $real_pkgpart = $postal_pkg->pkgpart;
457 # we could implement this bit as FS::part_pkg::has_hidden, but we already
458 # suffer from performance issues
459 $options{has_hidden} = 0;
460 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
461 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
463 foreach my $part_pkg ( @part_pkg ) {
464 my %postal_options = %options;
465 delete $postal_options{cancel};
467 $self->_make_lines( 'part_pkg' => $part_pkg,
468 'cust_pkg' => $postal_pkg,
469 'precommit_hooks' => \@precommit_hooks,
470 'line_items' => \@cust_bill_pkg,
471 'setup' => $total_setup{$pass},
472 'recur' => $total_recur{$pass},
473 'tax_matrix' => $taxlisthash{$pass},
475 'real_pkgpart' => $real_pkgpart,
476 'options' => \%postal_options,
479 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
484 # it's silly to have a zero value postal_pkg, but....
485 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
491 my $listref_or_error =
492 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
494 unless ( ref( $listref_or_error ) ) {
495 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
496 return $listref_or_error;
499 foreach my $taxline ( @$listref_or_error ) {
500 ${ $total_setup{$pass} } =
501 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
502 push @cust_bill_pkg, $taxline;
506 warn "adding tax adjustments...\n" if $DEBUG > 2;
507 foreach my $cust_tax_adjustment (
508 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
514 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
516 my $itemdesc = $cust_tax_adjustment->taxname;
517 $itemdesc = '' if $itemdesc eq 'Tax';
519 push @cust_bill_pkg, new FS::cust_bill_pkg {
525 'itemdesc' => $itemdesc,
526 'itemcomment' => $cust_tax_adjustment->comment,
527 'cust_tax_adjustment' => $cust_tax_adjustment,
528 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
533 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
535 my @cust_bill = $self->cust_bill;
536 my $balance = $self->balance;
537 my $previous_balance = scalar(@cust_bill)
538 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
541 $previous_balance += $cust_bill[$#cust_bill]->charged
542 if scalar(@cust_bill);
543 #my $balance_adjustments =
544 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
546 warn "creating the new invoice\n" if $DEBUG;
547 #create the new invoice
548 my $cust_bill = new FS::cust_bill ( {
549 'custnum' => $self->custnum,
550 '_date' => ( $invoice_time ),
551 'charged' => $charged,
552 'billing_balance' => $balance,
553 'previous_balance' => $previous_balance,
554 'invoice_terms' => $options{'invoice_terms'},
555 'cust_bill_pkg' => \@cust_bill_pkg,
557 $error = $cust_bill->insert unless $options{no_commit};
559 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
560 return "can't create invoice for customer #". $self->custnum. ": $error";
562 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
564 } #foreach my $pass ( keys %cust_bill_pkg )
566 foreach my $hook ( @precommit_hooks ) {
569 } unless $options{no_commit};
571 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
572 return "$@ running precommit hook $hook\n";
576 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
581 #discard bundled packages of 0 value
582 sub _omit_zero_value_bundles {
584 my @cust_bill_pkg = ();
585 my @cust_bill_pkg_bundle = ();
588 foreach my $cust_bill_pkg ( @_ ) {
589 if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
590 push @cust_bill_pkg, @cust_bill_pkg_bundle if $sum > 0;
591 @cust_bill_pkg_bundle = ();
594 $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
595 push @cust_bill_pkg_bundle, $cust_bill_pkg;
597 push @cust_bill_pkg, @cust_bill_pkg_bundle if $sum > 0;
603 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
605 This is a weird one. Perhaps it should not even be exposed.
607 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
608 Usually used internally by bill method B<bill>.
610 If there is an error, returns the error, otherwise returns reference to a
611 list of line items suitable for insertion.
617 An array ref of the line items being billed.
621 A strange beast. The keys to this hash are internal identifiers consisting
622 of the name of the tax object type, a space, and its unique identifier ( e.g.
623 'cust_main_county 23' ). The values of the hash are listrefs. The first
624 item in the list is the tax object. The remaining items are either line
625 items or floating point values (currency amounts).
627 The taxes are calculated on this entity. Calculated exemption records are
628 transferred to the LINEITEMREF items on the assumption that they are related.
634 This specifies the date appearing on the associated invoice. Some
635 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
641 sub calculate_taxes {
642 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
644 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
646 warn "$me calculate_taxes\n"
647 #.Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
650 my @tax_line_items = ();
652 # keys are tax names (as printed on invoices / itemdesc )
653 # values are listrefs of taxlisthash keys (internal identifiers)
656 # keys are taxlisthash keys (internal identifiers)
657 # values are (cumulative) amounts
660 # keys are taxlisthash keys (internal identifiers)
661 # values are listrefs of cust_bill_pkg_tax_location hashrefs
662 my %tax_location = ();
664 # keys are taxlisthash keys (internal identifiers)
665 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
666 my %tax_rate_location = ();
668 foreach my $tax ( keys %$taxlisthash ) {
669 my $tax_object = shift @{ $taxlisthash->{$tax} };
670 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
671 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
672 my $hashref_or_error =
673 $tax_object->taxline( $taxlisthash->{$tax},
674 'custnum' => $self->custnum,
675 'invoice_time' => $invoice_time
677 return $hashref_or_error unless ref($hashref_or_error);
679 unshift @{ $taxlisthash->{$tax} }, $tax_object;
681 my $name = $hashref_or_error->{'name'};
682 my $amount = $hashref_or_error->{'amount'};
684 #warn "adding $amount as $name\n";
685 $taxname{ $name } ||= [];
686 push @{ $taxname{ $name } }, $tax;
688 $tax{ $tax } += $amount;
690 $tax_location{ $tax } ||= [];
691 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
692 push @{ $tax_location{ $tax } },
694 'taxnum' => $tax_object->taxnum,
695 'taxtype' => ref($tax_object),
696 'pkgnum' => $tax_object->get('pkgnum'),
697 'locationnum' => $tax_object->get('locationnum'),
698 'amount' => sprintf('%.2f', $amount ),
702 $tax_rate_location{ $tax } ||= [];
703 if ( ref($tax_object) eq 'FS::tax_rate' ) {
704 my $taxratelocationnum =
705 $tax_object->tax_rate_location->taxratelocationnum;
706 push @{ $tax_rate_location{ $tax } },
708 'taxnum' => $tax_object->taxnum,
709 'taxtype' => ref($tax_object),
710 'amount' => sprintf('%.2f', $amount ),
711 'locationtaxid' => $tax_object->location,
712 'taxratelocationnum' => $taxratelocationnum,
718 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
719 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
720 foreach my $tax ( keys %$taxlisthash ) {
721 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
722 next unless ref($_) eq 'FS::cust_bill_pkg';
723 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
724 splice( @{ $_->_cust_tax_exempt_pkg } );
728 #consolidate and create tax line items
729 warn "consolidating and generating...\n" if $DEBUG > 2;
730 foreach my $taxname ( keys %taxname ) {
733 my @cust_bill_pkg_tax_location = ();
734 my @cust_bill_pkg_tax_rate_location = ();
735 warn "adding $taxname\n" if $DEBUG > 1;
736 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
737 next if $seen{$taxitem}++;
738 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
739 $tax += $tax{$taxitem};
740 push @cust_bill_pkg_tax_location,
741 map { new FS::cust_bill_pkg_tax_location $_ }
742 @{ $tax_location{ $taxitem } };
743 push @cust_bill_pkg_tax_rate_location,
744 map { new FS::cust_bill_pkg_tax_rate_location $_ }
745 @{ $tax_rate_location{ $taxitem } };
749 $tax = sprintf('%.2f', $tax );
751 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
757 if ( $pkg_category and
758 $conf->config('invoice_latexsummary') ||
759 $conf->config('invoice_htmlsummary')
763 my %hash = ( 'section' => $pkg_category->categoryname );
764 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
768 push @tax_line_items, new FS::cust_bill_pkg {
774 'itemdesc' => $taxname,
775 'display' => \@display,
776 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
777 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
786 my ($self, %params) = @_;
788 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
790 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
791 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
792 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
793 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
794 my $total_setup = $params{setup} or die "no setup accumulator specified";
795 my $total_recur = $params{recur} or die "no recur accumulator specified";
796 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
797 my $time = $params{'time'} or die "no time specified";
798 my (%options) = %{$params{options}};
801 my $real_pkgpart = $params{real_pkgpart};
802 my %hash = $cust_pkg->hash;
803 my $old_cust_pkg = new FS::cust_pkg \%hash;
809 $cust_pkg->pkgpart($part_pkg->pkgpart);
817 if ( $options{'resetup'}
818 || ( ! $cust_pkg->setup
819 && ( ! $cust_pkg->start_date
820 || $cust_pkg->start_date <= $time
822 && ( ! $conf->exists('disable_setup_suspended_pkgs')
823 || ( $conf->exists('disable_setup_suspended_pkgs') &&
824 ! $cust_pkg->getfield('susp')
828 and !$options{recurring_only}
832 warn " bill setup\n" if $DEBUG > 1;
835 $setup = eval { $cust_pkg->calc_setup( $time, \@details ) };
836 return "$@ running calc_setup for $cust_pkg\n"
839 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
841 $cust_pkg->setfield('setup', $time)
842 unless $cust_pkg->setup;
843 #do need it, but it won't get written to the db
844 #|| $cust_pkg->pkgpart != $real_pkgpart;
846 $cust_pkg->setfield('start_date', '')
847 if $cust_pkg->start_date;
855 #XXX unit stuff here too
859 if ( ! $cust_pkg->get('susp')
860 and ! $cust_pkg->get('start_date')
861 and ( $part_pkg->getfield('freq') ne '0'
862 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
864 || ( $part_pkg->plan eq 'voip_cdr'
865 && $part_pkg->option('bill_every_call')
867 || ( $options{cancel} )
870 # XXX should this be a package event? probably. events are called
871 # at collection time at the moment, though...
872 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
873 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
874 #don't want to reset usage just cause we want a line item??
875 #&& $part_pkg->pkgpart == $real_pkgpart;
877 warn " bill recur\n" if $DEBUG > 1;
880 # XXX shared with $recur_prog
881 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
885 #over two params! lets at least switch to a hashref for the rest...
886 my $increment_next_bill = ( $part_pkg->freq ne '0'
887 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
890 my %param = ( 'precommit_hooks' => $precommit_hooks,
891 'increment_next_bill' => $increment_next_bill,
892 'discounts' => \@discounts,
893 'real_pkgpart' => $real_pkgpart,
894 'freq_override' => $options{freq_override} || '',
897 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
899 # There may be some part_pkg for which this is wrong. Only those
900 # which can_discount are supported.
902 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
903 return "$@ running $method for $cust_pkg\n"
906 if ( $increment_next_bill ) {
908 my $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
909 return "unparsable frequency: ". $part_pkg->freq
912 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
913 # only for figuring next bill date, nothing else, so, reset $sdate again
915 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
916 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
917 $cust_pkg->last_bill($sdate);
919 $cust_pkg->setfield('bill', $next_bill );
925 warn "\$setup is undefined" unless defined($setup);
926 warn "\$recur is undefined" unless defined($recur);
927 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
930 # If there's line items, create em cust_bill_pkg records
931 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
936 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
937 # hmm.. and if just the options are modified in some weird price plan?
939 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
942 my $error = $cust_pkg->replace( $old_cust_pkg,
943 'options' => { $cust_pkg->options },
945 unless $options{no_commit};
946 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
947 if $error; #just in case
950 $setup = sprintf( "%.2f", $setup );
951 $recur = sprintf( "%.2f", $recur );
952 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
953 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
955 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
956 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
961 !$part_pkg->hidden && $options{has_hidden} ) #include some $0 lines
964 warn " charges (setup=$setup, recur=$recur); adding line items\n"
967 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
969 warn " adding customer package invoice detail: $_\n"
970 foreach @cust_pkg_detail;
972 push @details, @cust_pkg_detail;
974 my $cust_bill_pkg = new FS::cust_bill_pkg {
975 'pkgnum' => $cust_pkg->pkgnum,
977 'unitsetup' => $unitsetup,
979 'unitrecur' => $unitrecur,
980 'quantity' => $cust_pkg->quantity,
981 'details' => \@details,
982 'discounts' => \@discounts,
983 'hidden' => $part_pkg->hidden,
984 'freq' => $part_pkg->freq,
987 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
988 $cust_bill_pkg->sdate( $hash{last_bill} );
989 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
990 $cust_bill_pkg->edate( $time ) if $options{cancel};
991 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
992 $cust_bill_pkg->sdate( $sdate );
993 $cust_bill_pkg->edate( $cust_pkg->bill );
994 #$cust_bill_pkg->edate( $time ) if $options{cancel};
997 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
998 unless $part_pkg->pkgpart == $real_pkgpart;
1000 $$total_setup += $setup;
1001 $$total_recur += $recur;
1008 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
1009 return $error if $error;
1011 push @$cust_bill_pkgs, $cust_bill_pkg;
1013 } #if $setup != 0 || $recur != 0
1023 my $part_pkg = shift;
1024 my $taxlisthash = shift;
1025 my $cust_bill_pkg = shift;
1026 my $cust_pkg = shift;
1027 my $invoice_time = shift;
1028 my $real_pkgpart = shift;
1029 my $options = shift;
1031 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1033 my %cust_bill_pkg = ();
1037 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
1038 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
1039 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
1040 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
1042 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
1044 if ( $conf->exists('enable_taxproducts')
1045 && ( scalar($part_pkg->part_pkg_taxoverride)
1046 || $part_pkg->has_taxproduct
1051 foreach my $class (@classes) {
1052 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class, $cust_pkg );
1053 return $err_or_ref unless ref($err_or_ref);
1054 $taxes{$class} = $err_or_ref;
1057 unless (exists $taxes{''}) {
1058 my $err_or_ref = $self->_gather_taxes( $part_pkg, '', $cust_pkg );
1059 return $err_or_ref unless ref($err_or_ref);
1060 $taxes{''} = $err_or_ref;
1065 my @loc_keys = qw( city county state country );
1067 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1068 my $cust_location = $cust_pkg->cust_location;
1069 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
1072 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
1075 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
1078 $taxhash{'taxclass'} = $part_pkg->taxclass;
1081 my %taxhash_elim = %taxhash;
1082 my @elim = qw( city county state );
1085 #first try a match with taxclass
1086 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1088 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1089 #then try a match without taxclass
1090 my %no_taxclass = %taxhash_elim;
1091 $no_taxclass{ 'taxclass' } = '';
1092 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1095 $taxhash_elim{ shift(@elim) } = '';
1097 } while ( !scalar(@taxes) && scalar(@elim) );
1099 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
1101 if $self->cust_main_exemption; #just to be safe
1103 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1105 $_->set('pkgnum', $cust_pkg->pkgnum );
1106 $_->set('locationnum', $cust_pkg->locationnum );
1110 $taxes{''} = [ @taxes ];
1111 $taxes{'setup'} = [ @taxes ];
1112 $taxes{'recur'} = [ @taxes ];
1113 $taxes{$_} = [ @taxes ] foreach (@classes);
1115 # # maybe eliminate this entirely, along with all the 0% records
1116 # unless ( @taxes ) {
1118 # "fatal: can't find tax rate for state/county/country/taxclass ".
1119 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
1122 } #if $conf->exists('enable_taxproducts') ...
1127 my $separate = $conf->exists('separate_usage');
1128 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
1129 my $usage_mandate = $temp_pkg->part_pkg->option('usage_mandate', 'Hush!');
1130 my $section = $temp_pkg->part_pkg->categoryname;
1131 if ( $separate || $section || $usage_mandate ) {
1133 my %hash = ( 'section' => $section );
1135 $section = $temp_pkg->part_pkg->option('usage_section', 'Hush!');
1136 my $summary = $temp_pkg->part_pkg->option('summarize_usage', 'Hush!');
1138 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
1139 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
1141 push @display, new FS::cust_bill_pkg_display
1144 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
1148 if ($separate && $section && $summary) {
1149 push @display, new FS::cust_bill_pkg_display { type => 'U',
1154 if ($usage_mandate || $section && $summary) {
1155 $hash{post_total} = 'Y';
1158 if ($separate || $usage_mandate) {
1159 $hash{section} = $section if ($separate || $usage_mandate);
1160 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
1164 $cust_bill_pkg->set('display', \@display);
1166 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
1167 foreach my $key (keys %tax_cust_bill_pkg) {
1168 my @taxes = @{ $taxes{$key} || [] };
1169 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
1171 my %localtaxlisthash = ();
1172 foreach my $tax ( @taxes ) {
1174 my $taxname = ref( $tax ). ' '. $tax->taxnum;
1175 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
1176 # ' locationnum'. $cust_pkg->locationnum
1177 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
1179 $taxlisthash->{ $taxname } ||= [ $tax ];
1180 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
1182 $localtaxlisthash{ $taxname } ||= [ $tax ];
1183 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
1187 warn "finding taxed taxes...\n" if $DEBUG > 2;
1188 foreach my $tax ( keys %localtaxlisthash ) {
1189 my $tax_object = shift @{ $localtaxlisthash{$tax} };
1190 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
1192 next unless $tax_object->can('tax_on_tax');
1194 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
1195 my $totname = ref( $tot ). ' '. $tot->taxnum;
1197 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
1199 next unless exists( $localtaxlisthash{ $totname } ); # only increase
1201 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
1202 my $hashref_or_error =
1203 $tax_object->taxline( $localtaxlisthash{$tax},
1204 'custnum' => $self->custnum,
1205 'invoice_time' => $invoice_time,
1207 return $hashref_or_error
1208 unless ref($hashref_or_error);
1210 $taxlisthash->{ $totname } ||= [ $tot ];
1211 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
1223 my $part_pkg = shift;
1225 my $cust_pkg = shift;
1227 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1229 my $geocode = $self->geocode('cch');
1230 $geocode = $cust_pkg->geocode('cch')
1231 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum );
1234 my @taxclassnums = map { $_->taxclassnum }
1235 $part_pkg->part_pkg_taxoverride($class);
1237 unless (@taxclassnums) {
1238 @taxclassnums = map { $_->taxclassnum }
1239 grep { $_->taxable eq 'Y' }
1240 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
1242 warn "Found taxclassnum values of ". join(',', @taxclassnums)
1247 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
1249 @taxes = qsearch({ 'table' => 'tax_rate',
1250 'hashref' => { 'geocode' => $geocode, },
1251 'extra_sql' => $extra_sql,
1253 if scalar(@taxclassnums);
1255 warn "Found taxes ".
1256 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
1263 =item collect [ HASHREF | OPTION => VALUE ... ]
1265 (Attempt to) collect money for this customer's outstanding invoices (see
1266 L<FS::cust_bill>). Usually used after the bill method.
1268 Actions are now triggered by billing events; see L<FS::part_event> and the
1269 billing events web interface. Old-style invoice events (see
1270 L<FS::part_bill_event>) have been deprecated.
1272 If there is an error, returns the error, otherwise returns false.
1274 Options are passed as name-value pairs.
1276 Currently available options are:
1282 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.
1286 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1290 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1294 set true to surpress email card/ACH decline notices.
1298 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)
1304 # allows for one time override of normal customer billing method
1309 my( $self, %options ) = @_;
1311 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1313 my $invoice_time = $options{'invoice_time'} || time;
1316 local $SIG{HUP} = 'IGNORE';
1317 local $SIG{INT} = 'IGNORE';
1318 local $SIG{QUIT} = 'IGNORE';
1319 local $SIG{TERM} = 'IGNORE';
1320 local $SIG{TSTP} = 'IGNORE';
1321 local $SIG{PIPE} = 'IGNORE';
1323 my $oldAutoCommit = $FS::UID::AutoCommit;
1324 local $FS::UID::AutoCommit = 0;
1327 $self->select_for_update; #mutex
1330 my $balance = $self->balance;
1331 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1334 if ( exists($options{'retry_card'}) ) {
1335 carp 'retry_card option passed to collect is deprecated; use retry';
1336 $options{'retry'} ||= $options{'retry_card'};
1338 if ( exists($options{'retry'}) && $options{'retry'} ) {
1339 my $error = $self->retry_realtime;
1341 $dbh->rollback if $oldAutoCommit;
1346 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1348 #never want to roll back an event just because it returned an error
1349 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1351 $self->do_cust_event(
1352 'debug' => ( $options{'debug'} || 0 ),
1353 'time' => $invoice_time,
1354 'check_freq' => $options{'check_freq'},
1355 'stage' => 'collect',
1360 =item retry_realtime
1362 Schedules realtime / batch credit card / electronic check / LEC billing
1363 events for for retry. Useful if card information has changed or manual
1364 retry is desired. The 'collect' method must be called to actually retry
1367 Implementation details: For either this customer, or for each of this
1368 customer's open invoices, changes the status of the first "done" (with
1369 statustext error) realtime processing event to "failed".
1373 sub retry_realtime {
1376 local $SIG{HUP} = 'IGNORE';
1377 local $SIG{INT} = 'IGNORE';
1378 local $SIG{QUIT} = 'IGNORE';
1379 local $SIG{TERM} = 'IGNORE';
1380 local $SIG{TSTP} = 'IGNORE';
1381 local $SIG{PIPE} = 'IGNORE';
1383 my $oldAutoCommit = $FS::UID::AutoCommit;
1384 local $FS::UID::AutoCommit = 0;
1387 #a little false laziness w/due_cust_event (not too bad, really)
1389 my $join = FS::part_event_condition->join_conditions_sql;
1390 my $order = FS::part_event_condition->order_conditions_sql;
1393 . join ( ' OR ' , map {
1394 "( part_event.eventtable = " . dbh->quote($_)
1395 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
1396 } FS::part_event->eventtables)
1399 #here is the agent virtualization
1400 my $agent_virt = " ( part_event.agentnum IS NULL
1401 OR part_event.agentnum = ". $self->agentnum. ' )';
1403 #XXX this shouldn't be hardcoded, actions should declare it...
1404 my @realtime_events = qw(
1405 cust_bill_realtime_card
1406 cust_bill_realtime_check
1407 cust_bill_realtime_lec
1411 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
1416 my @cust_event = qsearchs({
1417 'table' => 'cust_event',
1418 'select' => 'cust_event.*',
1419 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1420 'hashref' => { 'status' => 'done' },
1421 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
1422 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1425 my %seen_invnum = ();
1426 foreach my $cust_event (@cust_event) {
1428 #max one for the customer, one for each open invoice
1429 my $cust_X = $cust_event->cust_X;
1430 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1434 or $cust_event->part_event->eventtable eq 'cust_bill'
1437 my $error = $cust_event->retry;
1439 $dbh->rollback if $oldAutoCommit;
1440 return "error scheduling event for retry: $error";
1445 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1450 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1452 Runs billing events; see L<FS::part_event> and the billing events web
1455 If there is an error, returns the error, otherwise returns false.
1457 Options are passed as name-value pairs.
1459 Currently available options are:
1465 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.
1469 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1473 "collect" (the default) or "pre-bill"
1477 set true to surpress email card/ACH decline notices.
1481 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)
1488 # allows for one time override of normal customer billing method
1492 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1495 my( $self, %options ) = @_;
1497 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1499 my $time = $options{'time'} || time;
1502 local $SIG{HUP} = 'IGNORE';
1503 local $SIG{INT} = 'IGNORE';
1504 local $SIG{QUIT} = 'IGNORE';
1505 local $SIG{TERM} = 'IGNORE';
1506 local $SIG{TSTP} = 'IGNORE';
1507 local $SIG{PIPE} = 'IGNORE';
1509 my $oldAutoCommit = $FS::UID::AutoCommit;
1510 local $FS::UID::AutoCommit = 0;
1513 $self->select_for_update; #mutex
1516 my $balance = $self->balance;
1517 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
1520 # if ( exists($options{'retry_card'}) ) {
1521 # carp 'retry_card option passed to collect is deprecated; use retry';
1522 # $options{'retry'} ||= $options{'retry_card'};
1524 # if ( exists($options{'retry'}) && $options{'retry'} ) {
1525 # my $error = $self->retry_realtime;
1527 # $dbh->rollback if $oldAutoCommit;
1532 # false laziness w/pay_batch::import_results
1534 my $due_cust_event = $self->due_cust_event(
1535 'debug' => ( $options{'debug'} || 0 ),
1537 'check_freq' => $options{'check_freq'},
1538 'stage' => ( $options{'stage'} || 'collect' ),
1540 unless( ref($due_cust_event) ) {
1541 $dbh->rollback if $oldAutoCommit;
1542 return $due_cust_event;
1545 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1546 #never want to roll back an event just because it or a different one
1548 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1550 foreach my $cust_event ( @$due_cust_event ) {
1554 #re-eval event conditions (a previous event could have changed things)
1555 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
1556 #don't leave stray "new/locked" records around
1557 my $error = $cust_event->delete;
1558 return $error if $error;
1563 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
1564 if $options{'quiet'};
1565 warn " running cust_event ". $cust_event->eventnum. "\n"
1568 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
1569 if ( my $error = $cust_event->do_event() ) {
1570 #XXX wtf is this? figure out a proper dealio with return value
1582 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
1584 Inserts database records for and returns an ordered listref of new events due
1585 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
1586 events are due, an empty listref is returned. If there is an error, returns a
1587 scalar error message.
1589 To actually run the events, call each event's test_condition method, and if
1590 still true, call the event's do_event method.
1592 Options are passed as a hashref or as a list of name-value pairs. Available
1599 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.
1603 "collect" (the default) or "pre-bill"
1607 "Current time" for the events.
1611 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)
1615 Only return events for the specified eventtable (by default, events of all eventtables are returned)
1619 Explicitly pass the objects to be tested (typically used with eventtable).
1623 Set to true to return the objects, but not actually insert them into the
1626 =item discount_terms
1628 Returns a list of lengths for term discounts
1632 sub _discount_pkgs_and_bill {
1635 my @cust_bill = $self->cust_bill;
1636 my $cust_bill = pop @cust_bill;
1637 return () unless $cust_bill && $cust_bill->owed;
1640 push @where, "cust_bill_pkg.invnum = ". $cust_bill->invnum;
1641 push @where, "cust_bill_pkg.pkgpart_override IS NULL";
1642 push @where, "part_pkg.freq = '1'";
1643 push @where, "(cust_pkg.cancel IS NULL OR cust_pkg.cancel = 0)";
1644 push @where, "(cust_pkg.susp IS NULL OR cust_pkg.susp = 0)";
1645 push @where, "0<(SELECT count(*) FROM part_pkg_discount
1646 WHERE part_pkg.pkgpart = part_pkg_discount.pkgpart)";
1648 "0=(SELECT count(*) FROM cust_bill_pkg_discount
1649 WHERE cust_bill_pkg.billpkgnum = cust_bill_pkg_discount.billpkgnum)";
1651 my $extra_sql = 'WHERE '. join(' AND ', @where);
1655 'table' => 'cust_pkg',
1656 'select' => "DISTINCT cust_pkg.*",
1657 'addl_from' => 'JOIN cust_bill_pkg USING(pkgnum) '.
1658 'JOIN part_pkg USING(pkgpart)',
1660 'extra_sql' => $extra_sql,
1663 ($cust_bill, @cust_pkg);
1666 sub _discountable_pkgs_at_term {
1667 my ($term, @pkgs) = @_;
1668 my $part_pkg = new FS::part_pkg { freq => $term - 1 };
1669 grep { ( !$_->adjourn || $_->adjourn > $part_pkg->add_freq($_->bill) ) &&
1670 ( !$_->expire || $_->expire > $part_pkg->add_freq($_->bill) )
1675 =item discount_terms
1677 Returns a list of lengths for term discounts
1681 sub discount_terms {
1686 my @discount_pkgs = $self->_discount_pkgs_and_bill;
1687 shift @discount_pkgs; #discard bill;
1689 map { $terms{$_->months} = 1 }
1690 grep { $_->months && $_->months > 1 }
1691 map { $_->discount }
1692 map { $_->part_pkg->part_pkg_discount }
1695 return sort { $a <=> $b } keys %terms;
1701 =item discount_term_values MONTHS
1703 Returns a list with credit, dollar amount saved, and total bill acheived
1704 by prepaying the most recent invoice for MONTHS.
1708 sub discount_term_values {
1712 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1714 warn "$me discount_term_values called with $term\n" if $DEBUG;
1718 my @packages = $self->_discount_pkgs_and_bill;
1719 my $cust_bill = shift(@packages);
1720 @packages = _discountable_pkgs_at_term( $term, @packages );
1721 return () unless scalar(@packages);
1723 $_->bill($_->last_bill) foreach @packages;
1724 my @final = map { new FS::cust_pkg { $_->hash } } @packages;
1727 'recurring_only' => 1,
1728 'no_usage_reset' => 1,
1733 'return_bill' => [],
1734 'pkg_list' => \@packages,
1735 'time' => $cust_bill->_date,
1738 my $error = $self->bill(%options, %params);
1739 die $error if $error; # XXX think about this a bit more
1742 $credit += $_->charged foreach @{$params{return_bill}};
1743 $credit = sprintf('%.2f', $credit);
1744 warn "$me discount_term_values $term credit: $credit\n" if $DEBUG;
1747 'return_bill' => [],
1748 'pkg_list' => \@packages,
1749 'time' => $packages[0]->part_pkg->add_freq($cust_bill->_date)
1752 $error = $self->bill(%options, %params);
1753 die $error if $error; # XXX think about this a bit more
1756 $next += $_->charged foreach @{$params{return_bill}};
1757 warn "$me discount_term_values $term next: $next\n" if $DEBUG;
1760 'return_bill' => [],
1761 'pkg_list' => \@final,
1762 'time' => $cust_bill->_date,
1763 'freq_override' => $term,
1766 $error = $self->bill(%options, %params);
1767 die $error if $error; # XXX think about this a bit more
1769 my $final = $self->balance - $credit;
1770 $final += $_->charged foreach @{$params{return_bill}};
1771 $final = sprintf('%.2f', $final);
1772 warn "$me discount_term_values $term final: $final\n" if $DEBUG;
1774 my $savings = sprintf('%.2f', $self->balance + ($term - 1) * $next - $final);
1776 ( $credit, $savings, $final );
1780 sub discount_terms_hash {
1784 my @terms = $self->discount_terms;
1785 foreach my $term (@terms) {
1786 my @result = $self->discount_term_values($term);
1787 $result{$term} = [ @result ] if scalar(@result);
1798 sub due_cust_event {
1800 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
1803 #my $DEBUG = $opt{'debug'}
1804 local($DEBUG) = $opt{'debug'}
1805 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
1806 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1808 warn "$me due_cust_event called with options ".
1809 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
1812 $opt{'time'} ||= time;
1814 local $SIG{HUP} = 'IGNORE';
1815 local $SIG{INT} = 'IGNORE';
1816 local $SIG{QUIT} = 'IGNORE';
1817 local $SIG{TERM} = 'IGNORE';
1818 local $SIG{TSTP} = 'IGNORE';
1819 local $SIG{PIPE} = 'IGNORE';
1821 my $oldAutoCommit = $FS::UID::AutoCommit;
1822 local $FS::UID::AutoCommit = 0;
1825 $self->select_for_update #mutex
1826 unless $opt{testonly};
1829 # find possible events (initial search)
1832 my @cust_event = ();
1834 my @eventtable = $opt{'eventtable'}
1835 ? ( $opt{'eventtable'} )
1836 : FS::part_event->eventtables_runorder;
1838 my $check_freq = $opt{'check_freq'} || '1d';
1840 foreach my $eventtable ( @eventtable ) {
1843 if ( $opt{'objects'} ) {
1845 @objects = @{ $opt{'objects'} };
1849 #my @objects = $self->$eventtable(); # sub cust_main { @{ [ $self ] }; }
1850 if ( $eventtable eq 'cust_main' ) {
1851 @objects = ( $self );
1855 "LEFT JOIN cust_main USING ( custnum )";
1857 #some false laziness w/Cron::bill bill_where
1859 my $join = FS::part_event_condition->join_conditions_sql( $eventtable);
1860 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
1861 'time'=>$opt{'time'},
1863 $where = $where ? "AND $where" : '';
1865 my $are_part_event =
1866 "EXISTS ( SELECT 1 FROM part_event $join
1867 WHERE check_freq = '$check_freq'
1868 AND eventtable = '$eventtable'
1869 AND ( disabled = '' OR disabled IS NULL )
1875 @objects = $self->$eventtable(
1876 'addl_from' => $cm_join,
1877 'extra_sql' => " AND $are_part_event",
1883 my @e_cust_event = ();
1885 my $cross = "CROSS JOIN $eventtable";
1886 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
1887 unless $eventtable eq 'cust_main';
1889 foreach my $object ( @objects ) {
1891 #this first search uses the condition_sql magic for optimization.
1892 #the more possible events we can eliminate in this step the better
1894 my $cross_where = '';
1895 my $pkey = $object->primary_key;
1896 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
1898 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
1900 FS::part_event_condition->where_conditions_sql( $eventtable,
1901 'time'=>$opt{'time'}
1903 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
1905 $extra_sql = "AND $extra_sql" if $extra_sql;
1907 #here is the agent virtualization
1908 $extra_sql .= " AND ( part_event.agentnum IS NULL
1909 OR part_event.agentnum = ". $self->agentnum. ' )';
1911 $extra_sql .= " $order";
1913 warn "searching for events for $eventtable ". $object->$pkey. "\n"
1914 if $opt{'debug'} > 2;
1915 my @part_event = qsearch( {
1916 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
1917 'select' => 'part_event.*',
1918 'table' => 'part_event',
1919 'addl_from' => "$cross $join",
1920 'hashref' => { 'check_freq' => $check_freq,
1921 'eventtable' => $eventtable,
1924 'extra_sql' => "AND $cross_where $extra_sql",
1928 my $pkey = $object->primary_key;
1929 warn " ". scalar(@part_event).
1930 " possible events found for $eventtable ". $object->$pkey(). "\n";
1933 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
1937 warn " ". scalar(@e_cust_event).
1938 " subtotal possible cust events found for $eventtable\n"
1941 push @cust_event, @e_cust_event;
1945 warn " ". scalar(@cust_event).
1946 " total possible cust events found in initial search\n"
1954 $opt{stage} ||= 'collect';
1956 grep { my $stage = $_->part_event->event_stage;
1957 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
1967 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
1968 'stats_hashref' => \%unsat ),
1971 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
1974 warn " invalid conditions not eliminated with condition_sql:\n".
1975 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
1976 if keys %unsat && $DEBUG; # > 1;
1982 unless( $opt{testonly} ) {
1983 foreach my $cust_event ( @cust_event ) {
1985 my $error = $cust_event->insert();
1987 $dbh->rollback if $oldAutoCommit;
1994 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2000 warn " returning events: ". Dumper(@cust_event). "\n"
2007 =item apply_payments_and_credits [ OPTION => VALUE ... ]
2009 Applies unapplied payments and credits.
2011 In most cases, this new method should be used in place of sequential
2012 apply_payments and apply_credits methods.
2014 A hash of optional arguments may be passed. Currently "manual" is supported.
2015 If true, a payment receipt is sent instead of a statement when
2016 'payment_receipt_email' configuration option is set.
2018 If there is an error, returns the error, otherwise returns false.
2022 sub apply_payments_and_credits {
2023 my( $self, %options ) = @_;
2025 local $SIG{HUP} = 'IGNORE';
2026 local $SIG{INT} = 'IGNORE';
2027 local $SIG{QUIT} = 'IGNORE';
2028 local $SIG{TERM} = 'IGNORE';
2029 local $SIG{TSTP} = 'IGNORE';
2030 local $SIG{PIPE} = 'IGNORE';
2032 my $oldAutoCommit = $FS::UID::AutoCommit;
2033 local $FS::UID::AutoCommit = 0;
2036 $self->select_for_update; #mutex
2038 foreach my $cust_bill ( $self->open_cust_bill ) {
2039 my $error = $cust_bill->apply_payments_and_credits(%options);
2041 $dbh->rollback if $oldAutoCommit;
2042 return "Error applying: $error";
2046 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2051 =item apply_credits OPTION => VALUE ...
2053 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
2054 to outstanding invoice balances in chronological order (or reverse
2055 chronological order if the I<order> option is set to B<newest>) and returns the
2056 value of any remaining unapplied credits available for refund (see
2057 L<FS::cust_refund>).
2059 Dies if there is an error.
2067 local $SIG{HUP} = 'IGNORE';
2068 local $SIG{INT} = 'IGNORE';
2069 local $SIG{QUIT} = 'IGNORE';
2070 local $SIG{TERM} = 'IGNORE';
2071 local $SIG{TSTP} = 'IGNORE';
2072 local $SIG{PIPE} = 'IGNORE';
2074 my $oldAutoCommit = $FS::UID::AutoCommit;
2075 local $FS::UID::AutoCommit = 0;
2078 $self->select_for_update; #mutex
2080 unless ( $self->total_unapplied_credits ) {
2081 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2085 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
2086 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
2088 my @invoices = $self->open_cust_bill;
2089 @invoices = sort { $b->_date <=> $a->_date } @invoices
2090 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
2092 if ( $conf->exists('pkg-balances') ) {
2093 # limit @credits to those w/ a pkgnum grepped from $self
2095 foreach my $i (@invoices) {
2096 foreach my $li ( $i->cust_bill_pkg ) {
2097 $pkgnums{$li->pkgnum} = 1;
2100 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
2105 foreach my $cust_bill ( @invoices ) {
2107 if ( !defined($credit) || $credit->credited == 0) {
2108 $credit = pop @credits or last;
2112 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
2113 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
2115 $owed = $cust_bill->owed;
2117 unless ( $owed > 0 ) {
2118 push @credits, $credit;
2122 my $amount = min( $credit->credited, $owed );
2124 my $cust_credit_bill = new FS::cust_credit_bill ( {
2125 'crednum' => $credit->crednum,
2126 'invnum' => $cust_bill->invnum,
2127 'amount' => $amount,
2129 $cust_credit_bill->pkgnum( $credit->pkgnum )
2130 if $conf->exists('pkg-balances') && $credit->pkgnum;
2131 my $error = $cust_credit_bill->insert;
2133 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2137 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2141 my $total_unapplied_credits = $self->total_unapplied_credits;
2143 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2145 return $total_unapplied_credits;
2148 =item apply_payments [ OPTION => VALUE ... ]
2150 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
2151 to outstanding invoice balances in chronological order.
2153 #and returns the value of any remaining unapplied payments.
2155 A hash of optional arguments may be passed. Currently "manual" is supported.
2156 If true, a payment receipt is sent instead of a statement when
2157 'payment_receipt_email' configuration option is set.
2159 Dies if there is an error.
2163 sub apply_payments {
2164 my( $self, %options ) = @_;
2166 local $SIG{HUP} = 'IGNORE';
2167 local $SIG{INT} = 'IGNORE';
2168 local $SIG{QUIT} = 'IGNORE';
2169 local $SIG{TERM} = 'IGNORE';
2170 local $SIG{TSTP} = 'IGNORE';
2171 local $SIG{PIPE} = 'IGNORE';
2173 my $oldAutoCommit = $FS::UID::AutoCommit;
2174 local $FS::UID::AutoCommit = 0;
2177 $self->select_for_update; #mutex
2181 my @payments = sort { $b->_date <=> $a->_date }
2182 grep { $_->unapplied > 0 }
2185 my @invoices = sort { $a->_date <=> $b->_date}
2186 grep { $_->owed > 0 }
2189 if ( $conf->exists('pkg-balances') ) {
2190 # limit @payments to those w/ a pkgnum grepped from $self
2192 foreach my $i (@invoices) {
2193 foreach my $li ( $i->cust_bill_pkg ) {
2194 $pkgnums{$li->pkgnum} = 1;
2197 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2202 foreach my $cust_bill ( @invoices ) {
2204 if ( !defined($payment) || $payment->unapplied == 0 ) {
2205 $payment = pop @payments or last;
2209 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2210 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2212 $owed = $cust_bill->owed;
2214 unless ( $owed > 0 ) {
2215 push @payments, $payment;
2219 my $amount = min( $payment->unapplied, $owed );
2221 my $cust_bill_pay = new FS::cust_bill_pay ( {
2222 'paynum' => $payment->paynum,
2223 'invnum' => $cust_bill->invnum,
2224 'amount' => $amount,
2226 $cust_bill_pay->pkgnum( $payment->pkgnum )
2227 if $conf->exists('pkg-balances') && $payment->pkgnum;
2228 my $error = $cust_bill_pay->insert(%options);
2230 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2234 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2238 my $total_unapplied_payments = $self->total_unapplied_payments;
2240 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2242 return $total_unapplied_payments;
2249 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>