1 package FS::cust_main::Billing;
4 use vars qw( $conf $DEBUG $me );
7 use List::Util qw( min );
9 use FS::Record qw( qsearch qsearchs dbdef );
10 use FS::Misc::DateTime qw( day_end );
12 use FS::cust_bill_pkg;
13 use FS::cust_bill_pkg_display;
14 use FS::cust_bill_pay;
15 use FS::cust_credit_bill;
16 use FS::cust_tax_adjustment;
18 use FS::tax_rate_location;
19 use FS::cust_bill_pkg_tax_location;
20 use FS::cust_bill_pkg_tax_rate_location;
22 use FS::part_event_condition;
24 use FS::cust_event_fee;
27 # 1 is mostly method/subroutine entry and options
28 # 2 traces progress of some operations
29 # 3 is even more information including possibly sensitive data
31 $me = '[FS::cust_main::Billing]';
33 install_callback FS::UID sub {
35 #yes, need it for stuff below (prolly should be cached)
40 FS::cust_main::Billing - Billing mixin for cust_main
46 These methods are available on FS::cust_main objects.
52 =item bill_and_collect
54 Cancels and suspends any packages due, generates bills, applies payments and
55 credits, and applies collection events to run cards, send bills and notices,
58 By default, warns on errors and continues with the next operation (but see the
61 Options are passed as name-value pairs. Currently available options are:
67 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:
71 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
75 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.
79 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
83 If set true, re-charges setup fees.
87 If set any errors prevent subsequent operations from continusing. If set
88 specifically to "return", returns the error (or false, if there is no error).
89 Any other true value causes errors to die.
93 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)
97 Optional FS::queue entry to receive status updates.
101 Options are passed to the B<bill> and B<collect> methods verbatim, so all
102 options of those methods are also available.
106 sub bill_and_collect {
107 my( $self, %options ) = @_;
109 my $log = FS::Log->new('bill_and_collect');
110 $log->debug('start', object => $self, agentnum => $self->agentnum);
114 #$options{actual_time} not $options{time} because freeside-daily -d is for
115 #pre-printing invoices
117 $options{'actual_time'} ||= time;
118 my $job = $options{'job'};
120 my $actual_time = ( $conf->exists('next-bill-ignore-time')
121 ? day_end( $options{actual_time} )
122 : $options{actual_time}
125 $job->update_statustext('0,cleaning expired packages') if $job;
126 $error = $self->cancel_expired_pkgs( $actual_time );
128 $error = "Error expiring custnum ". $self->custnum. ": $error";
129 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
130 elsif ( $options{fatal} ) { die $error; }
131 else { warn $error; }
134 $error = $self->suspend_adjourned_pkgs( $actual_time );
136 $error = "Error adjourning custnum ". $self->custnum. ": $error";
137 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
138 elsif ( $options{fatal} ) { die $error; }
139 else { warn $error; }
142 $error = $self->unsuspend_resumed_pkgs( $actual_time );
144 $error = "Error resuming custnum ".$self->custnum. ": $error";
145 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
146 elsif ( $options{fatal} ) { die $error; }
147 else { warn $error; }
150 $job->update_statustext('20,billing packages') if $job;
151 $error = $self->bill( %options );
153 $error = "Error billing custnum ". $self->custnum. ": $error";
154 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
155 elsif ( $options{fatal} ) { die $error; }
156 else { warn $error; }
159 $job->update_statustext('50,applying payments and credits') if $job;
160 $error = $self->apply_payments_and_credits;
162 $error = "Error applying custnum ". $self->custnum. ": $error";
163 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
164 elsif ( $options{fatal} ) { die $error; }
165 else { warn $error; }
168 $job->update_statustext('70,running collection events') if $job;
169 unless ( $conf->exists('cancelled_cust-noevents')
170 && ! $self->num_ncancelled_pkgs
172 $error = $self->collect( %options );
174 $error = "Error collecting custnum ". $self->custnum. ": $error";
175 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
176 elsif ($options{fatal} ) { die $error; }
177 else { warn $error; }
180 $job->update_statustext('100,finished') if $job;
181 $log->debug('finish', object => $self, agentnum => $self->agentnum);
187 sub cancel_expired_pkgs {
188 my ( $self, $time, %options ) = @_;
190 my @cancel_pkgs = $self->ncancelled_pkgs( {
191 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
196 CUST_PKG: foreach my $cust_pkg ( @cancel_pkgs ) {
197 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
200 if ( $cust_pkg->change_to_pkgnum ) {
202 my $new_pkg = FS::cust_pkg->by_key($cust_pkg->change_to_pkgnum);
204 push @errors, 'can\'t change pkgnum '.$cust_pkg->pkgnum.' to pkgnum '.
205 $cust_pkg->change_to_pkgnum.'; not expiring';
208 $error = $cust_pkg->change( 'cust_pkg' => $new_pkg,
209 'unprotect_svcs' => 1 );
210 $error = '' if ref $error eq 'FS::cust_pkg';
212 } else { # just cancel it
213 $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
214 'reason_otaker' => $cpr->otaker,
220 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
223 join(' / ', @errors);
227 sub suspend_adjourned_pkgs {
228 my ( $self, $time, %options ) = @_;
230 my @susp_pkgs = $self->ncancelled_pkgs( {
232 " AND ( susp IS NULL OR susp = 0 )
233 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
234 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
239 #only because there's no SQL test for is_prepaid :/
241 grep { ( $_->part_pkg->is_prepaid
246 && $_->adjourn <= $time
254 foreach my $cust_pkg ( @susp_pkgs ) {
255 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
256 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
257 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
258 'reason_otaker' => $cpr->otaker
262 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
265 join(' / ', @errors);
269 sub unsuspend_resumed_pkgs {
270 my ( $self, $time, %options ) = @_;
272 my @unsusp_pkgs = $self->ncancelled_pkgs( {
273 'extra_sql' => " AND resume IS NOT NULL AND resume > 0 AND resume <= $time "
278 foreach my $cust_pkg ( @unsusp_pkgs ) {
279 my $error = $cust_pkg->unsuspend( 'time' => $time );
280 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
283 join(' / ', @errors);
289 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
290 conjunction with the collect method by calling B<bill_and_collect>.
292 If there is an error, returns the error, otherwise returns false.
294 Options are passed as name-value pairs. Currently available options are:
300 If set true, re-charges setup fees.
304 If set true then only bill recurring charges, not setup, usage, one time
309 If set, then override the normal frequency and look for a part_pkg_discount
310 to take at that frequency. This is appropriate only when the normal
311 frequency for all packages is monthly, and is an error otherwise. Use
312 C<pkg_list> to limit the set of packages included in billing.
316 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:
320 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
324 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
326 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
330 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
334 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.
338 This boolean value informs the us that the package is being cancelled. This
339 typically might mean not charging the normal recurring fee but only usage
340 fees since the last billing. Setup charges may be charged. Not all package
341 plans support this feature (they tend to charge 0).
345 Prevent the resetting of usage limits during this call.
349 Do not save the generated bill in the database. Useful with return_bill
353 A list reference on which the generated bill(s) will be returned.
357 Optional terms to be printed on this invoice. Otherwise, customer-specific
358 terms or the default terms are used.
365 my( $self, %options ) = @_;
367 return '' if $self->payby eq 'COMP';
369 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
371 warn "$me bill customer ". $self->custnum. "\n"
374 my $time = $options{'time'} || time;
375 my $invoice_time = $options{'invoice_time'} || $time;
377 my $cmp_time = ( $conf->exists('next-bill-ignore-time')
382 $options{'not_pkgpart'} ||= {};
383 $options{'not_pkgpart'} = { map { $_ => 1 }
384 split(/\s*,\s*/, $options{'not_pkgpart'})
386 unless ref($options{'not_pkgpart'});
388 local $SIG{HUP} = 'IGNORE';
389 local $SIG{INT} = 'IGNORE';
390 local $SIG{QUIT} = 'IGNORE';
391 local $SIG{TERM} = 'IGNORE';
392 local $SIG{TSTP} = 'IGNORE';
393 local $SIG{PIPE} = 'IGNORE';
395 my $oldAutoCommit = $FS::UID::AutoCommit;
396 local $FS::UID::AutoCommit = 0;
399 warn "$me acquiring lock on customer ". $self->custnum. "\n"
402 $self->select_for_update; #mutex
404 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
407 my $error = $self->do_cust_event(
408 'debug' => ( $options{'debug'} || 0 ),
409 'time' => $invoice_time,
410 'check_freq' => $options{'check_freq'},
411 'stage' => 'pre-bill',
413 unless $options{no_commit};
415 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
419 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
422 #keep auto-charge and non-auto-charge line items separate
423 my @passes = ( '', 'no_auto' );
425 my %cust_bill_pkg = map { $_ => [] } @passes;
428 # find the packages which are due for billing, find out how much they are
429 # & generate invoice database.
432 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
433 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
435 my %taxlisthash = map { $_ => {} } @passes;
437 my @precommit_hooks = ();
439 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
441 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
443 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
445 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG;
447 #? to avoid use of uninitialized value errors... ?
448 $cust_pkg->setfield('bill', '')
449 unless defined($cust_pkg->bill);
451 #my $part_pkg = $cust_pkg->part_pkg;
453 my $real_pkgpart = $cust_pkg->pkgpart;
454 my %hash = $cust_pkg->hash;
456 # we could implement this bit as FS::part_pkg::has_hidden, but we already
457 # suffer from performance issues
458 $options{has_hidden} = 0;
459 my @part_pkg = $cust_pkg->part_pkg->self_and_bill_linked;
460 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
462 # if this package was changed from another package,
463 # and it hasn't been billed since then,
464 # and package balances are enabled,
465 if ( $cust_pkg->change_pkgnum
466 and $cust_pkg->change_date >= ($cust_pkg->last_bill || 0)
467 and $cust_pkg->change_date < $invoice_time
468 and $conf->exists('pkg-balances') )
470 # _transfer_balance will also create the appropriate credit
471 my @transfer_items = $self->_transfer_balance($cust_pkg);
472 # $part_pkg[0] is the "real" part_pkg
473 my $pass = ($cust_pkg->no_auto || $part_pkg[0]->no_auto) ?
475 push @{ $cust_bill_pkg{$pass} }, @transfer_items;
476 # treating this as recur, just because most charges are recur...
477 ${$total_recur{$pass}} += $_->recur foreach @transfer_items;
480 foreach my $part_pkg ( @part_pkg ) {
482 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
484 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
486 my $next_bill = $cust_pkg->getfield('bill') || 0;
488 # let this run once if this is the last bill upon cancellation
489 while ( $next_bill <= $cmp_time or $options{cancel} ) {
491 $self->_make_lines( 'part_pkg' => $part_pkg,
492 'cust_pkg' => $cust_pkg,
493 'precommit_hooks' => \@precommit_hooks,
494 'line_items' => $cust_bill_pkg{$pass},
495 'setup' => $total_setup{$pass},
496 'recur' => $total_recur{$pass},
497 'tax_matrix' => $taxlisthash{$pass},
499 'real_pkgpart' => $real_pkgpart,
500 'options' => \%options,
503 # Stop if anything goes wrong
506 # or if we're not incrementing the bill date.
507 last if ($cust_pkg->getfield('bill') || 0) == $next_bill;
509 # or if we're letting it run only once
510 last if $options{cancel};
512 $next_bill = $cust_pkg->getfield('bill') || 0;
514 #stop if -o was passed to freeside-daily
515 last if $options{'one_recur'};
518 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
522 } #foreach my $part_pkg
524 } #foreach my $cust_pkg
526 #if the customer isn't on an automatic payby, everything can go on a single
528 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
529 #merge everything into one list
532 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
534 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
536 warn "$me billing pass $pass\n"
537 #.Dumper(\@cust_bill_pkg)."\n"
544 my @pending_event_fees = FS::cust_event_fee->by_cust($self->custnum,
545 hashref => { 'billpkgnum' => '' }
547 warn "$me found pending fee events:\n".Dumper(\@pending_event_fees)."\n"
548 if @pending_event_fees;
550 # whether to generate an invoice
551 my $generate_bill = scalar(@cust_bill_pkg) > 0;
555 foreach my $event_fee (@pending_event_fees) {
556 my $object = $event_fee->cust_event->cust_X;
557 my $part_fee = $event_fee->part_fee;
560 if ( $object->isa('FS::cust_main') ) {
561 # Not the real cust_bill object that will be inserted--in particular
562 # there are no taxes yet. If you want to charge a fee on the total
563 # invoice amount including taxes, you have to put the fee on the next
565 $cust_bill = FS::cust_bill->new({
566 'custnum' => $self->custnum,
567 'cust_bill_pkg' => \@cust_bill_pkg,
568 'charged' => ${ $total_setup{$pass} } +
569 ${ $total_recur{$pass} },
571 } elsif ( $object->isa('FS::cust_bill') ) {
572 # simple case: applying the fee to a previous invoice (late fee,
574 $cust_bill = $object;
576 # if the fee def belongs to a different agent, don't charge the fee.
577 # event conditions should prevent this, but just in case they don't,
579 if ( $part_fee->agentnum and $part_fee->agentnum != $self->agentnum ) {
580 warn "tried to charge fee#".$part_fee->feepart .
581 " on customer#".$self->custnum." from a different agent.\n";
584 # also skip if it's disabled
585 next if $part_fee->disabled eq 'Y';
587 my $fee_item = $event_fee->part_fee->lineitem($cust_bill);
588 # link this so that we can clear the marker on inserting the line item
589 $fee_item->set('cust_event_fee', $event_fee);
590 push @fee_items, $fee_item;
592 $generate_bill = 1 unless $part_fee->nextbill;
595 # don't create an invoice with no line items, or where the only line
596 # items are fees that are supposed to be held until the next invoice
597 next if !$generate_bill;
599 # add fees to the invoice
600 foreach my $fee_item (@fee_items) {
602 push @cust_bill_pkg, $fee_item;
603 ${ $total_setup{$pass} } += $fee_item->setup;
604 ${ $total_recur{$pass} } += $fee_item->recur;
606 my $part_fee = $fee_item->part_fee;
607 my $fee_location = $self->ship_location; # I think?
609 my $error = $self->_handle_taxes(
612 location => $fee_location
614 return $error if $error;
618 # XXX implementation of fees is supposed to make this go away...
619 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
620 !$conf->exists('postal_invoice-recurring_only')
624 my $postal_pkg = $self->charge_postal_fee();
625 if ( $postal_pkg && !ref( $postal_pkg ) ) {
627 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
628 return "can't charge postal invoice fee for customer ".
629 $self->custnum. ": $postal_pkg";
631 } elsif ( $postal_pkg ) {
633 my $real_pkgpart = $postal_pkg->pkgpart;
634 # we could implement this bit as FS::part_pkg::has_hidden, but we already
635 # suffer from performance issues
636 $options{has_hidden} = 0;
637 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
638 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
640 foreach my $part_pkg ( @part_pkg ) {
641 my %postal_options = %options;
642 delete $postal_options{cancel};
644 $self->_make_lines( 'part_pkg' => $part_pkg,
645 'cust_pkg' => $postal_pkg,
646 'precommit_hooks' => \@precommit_hooks,
647 'line_items' => \@cust_bill_pkg,
648 'setup' => $total_setup{$pass},
649 'recur' => $total_recur{$pass},
650 'tax_matrix' => $taxlisthash{$pass},
652 'real_pkgpart' => $real_pkgpart,
653 'options' => \%postal_options,
656 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
661 # it's silly to have a zero value postal_pkg, but....
662 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
668 my $listref_or_error =
669 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
671 unless ( ref( $listref_or_error ) ) {
672 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
673 return $listref_or_error;
676 foreach my $taxline ( @$listref_or_error ) {
677 ${ $total_setup{$pass} } =
678 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
679 push @cust_bill_pkg, $taxline;
683 warn "adding tax adjustments...\n" if $DEBUG > 2;
684 foreach my $cust_tax_adjustment (
685 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
691 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
693 my $itemdesc = $cust_tax_adjustment->taxname;
694 $itemdesc = '' if $itemdesc eq 'Tax';
696 push @cust_bill_pkg, new FS::cust_bill_pkg {
702 'itemdesc' => $itemdesc,
703 'itemcomment' => $cust_tax_adjustment->comment,
704 'cust_tax_adjustment' => $cust_tax_adjustment,
705 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
710 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
712 my @cust_bill = $self->cust_bill;
713 my $balance = $self->balance;
714 my $previous_bill = $cust_bill[-1] if @cust_bill;
715 my $previous_balance = 0;
716 if ( $previous_bill ) {
717 $previous_balance = $previous_bill->billing_balance
718 + $previous_bill->charged;
721 warn "creating the new invoice\n" if $DEBUG;
722 #create the new invoice
723 my $cust_bill = new FS::cust_bill ( {
724 'custnum' => $self->custnum,
725 '_date' => $invoice_time,
726 'charged' => $charged,
727 'billing_balance' => $balance,
728 'previous_balance' => $previous_balance,
729 'invoice_terms' => $options{'invoice_terms'},
730 'cust_bill_pkg' => \@cust_bill_pkg,
732 $error = $cust_bill->insert unless $options{no_commit};
734 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
735 return "can't create invoice for customer #". $self->custnum. ": $error";
737 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
739 } #foreach my $pass ( keys %cust_bill_pkg )
741 foreach my $hook ( @precommit_hooks ) {
744 } unless $options{no_commit};
746 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
747 return "$@ running precommit hook $hook\n";
751 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
756 #discard bundled packages of 0 value
757 sub _omit_zero_value_bundles {
760 my @cust_bill_pkg = ();
761 my @cust_bill_pkg_bundle = ();
763 my $discount_show_always = 0;
765 foreach my $cust_bill_pkg ( @in ) {
767 $discount_show_always = ($cust_bill_pkg->get('discounts')
768 && scalar(@{$cust_bill_pkg->get('discounts')})
769 && $conf->exists('discount-show-always'));
771 warn " pkgnum ". $cust_bill_pkg->pkgnum. " sum $sum, ".
772 "setup_show_zero ". $cust_bill_pkg->setup_show_zero.
773 "recur_show_zero ". $cust_bill_pkg->recur_show_zero. "\n"
776 if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
777 push @cust_bill_pkg, @cust_bill_pkg_bundle
779 || ($sum == 0 && ( $discount_show_always
780 || grep {$_->recur_show_zero || $_->setup_show_zero}
781 @cust_bill_pkg_bundle
784 @cust_bill_pkg_bundle = ();
788 $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
789 push @cust_bill_pkg_bundle, $cust_bill_pkg;
793 push @cust_bill_pkg, @cust_bill_pkg_bundle
795 || ($sum == 0 && ( $discount_show_always
796 || grep {$_->recur_show_zero || $_->setup_show_zero}
797 @cust_bill_pkg_bundle
801 warn " _omit_zero_value_bundles: ". scalar(@in).
802 '->'. scalar(@cust_bill_pkg). "\n" #. Dumper(@cust_bill_pkg). "\n"
809 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
811 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
812 Usually used internally by bill method B<bill>.
814 If there is an error, returns the error, otherwise returns reference to a
815 list of line items suitable for insertion.
821 An array ref of the line items being billed.
825 A strange beast. The keys to this hash are internal identifiers consisting
826 of the name of the tax object type, a space, and its unique identifier ( e.g.
827 'cust_main_county 23' ). The values of the hash are listrefs. The first
828 item in the list is the tax object. The remaining items are either line
829 items or floating point values (currency amounts).
831 The taxes are calculated on this entity. Calculated exemption records are
832 transferred to the LINEITEMREF items on the assumption that they are related.
838 This specifies the date appearing on the associated invoice. Some
839 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
845 sub calculate_taxes {
846 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
848 # $taxlisthash is a hashref
849 # keys are identifiers, values are arrayrefs
850 # each arrayref starts with a tax object (cust_main_county or tax_rate)
851 # then any cust_bill_pkg objects the tax applies to
853 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
855 warn "$me calculate_taxes\n"
856 #.Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
859 my @tax_line_items = ();
861 # keys are tax names (as printed on invoices / itemdesc )
862 # values are arrayrefs of taxlisthash keys (internal identifiers)
865 # keys are taxlisthash keys (internal identifiers)
866 # values are (cumulative) amounts
869 # keys are taxlisthash keys (internal identifiers)
870 # values are arrayrefs of cust_bill_pkg_tax_location hashrefs
871 my %tax_location = ();
873 # keys are taxlisthash keys (internal identifiers)
874 # values are arrayrefs of cust_bill_pkg_tax_rate_location hashrefs
875 my %tax_rate_location = ();
877 # keys are taxlisthash keys (internal identifiers!)
878 # values are arrayrefs of cust_tax_exempt_pkg objects
881 foreach my $tax ( keys %$taxlisthash ) {
882 # $tax is a tax identifier (intersection of a tax definition record
883 # and a cust_bill_pkg record)
884 my $tax_object = shift @{ $taxlisthash->{$tax} };
885 # $tax_object is a cust_main_county or tax_rate
886 # (with billpkgnum, pkgnum, locationnum set)
887 # the rest of @{ $taxlisthash->{$tax} } is cust_bill_pkg component objects
888 # (setup, recurring, usage classes)
889 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
890 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
891 # taxline calculates the tax on all cust_bill_pkgs in the
892 # first (arrayref) argument, and returns a hashref of 'name'
893 # (the line item description) and 'amount'.
894 # It also calculates exemptions and attaches them to the cust_bill_pkgs
896 my $taxables = $taxlisthash->{$tax};
897 my $exemptions = $tax_exemption{$tax} ||= [];
898 my $taxline = $tax_object->taxline(
900 'custnum' => $self->custnum,
901 'invoice_time' => $invoice_time,
902 'exemptions' => $exemptions,
904 return $taxline unless ref($taxline);
906 unshift @{ $taxlisthash->{$tax} }, $tax_object;
908 if ( $tax_object->isa('FS::cust_main_county') ) {
909 # then $taxline is a real line item
910 push @{ $taxname{ $taxline->itemdesc } }, $taxline;
913 # leave this as is for now
915 my $name = $taxline->{'name'};
916 my $amount = $taxline->{'amount'};
918 #warn "adding $amount as $name\n";
919 $taxname{ $name } ||= [];
920 push @{ $taxname{ $name } }, $tax;
922 $tax_amount{ $tax } += $amount;
924 # link records between cust_main_county/tax_rate and cust_location
925 $tax_rate_location{ $tax } ||= [];
926 my $taxratelocationnum =
927 $tax_object->tax_rate_location->taxratelocationnum;
928 push @{ $tax_rate_location{ $tax } },
930 'taxnum' => $tax_object->taxnum,
931 'taxtype' => ref($tax_object),
932 'amount' => sprintf('%.2f', $amount ),
933 'locationtaxid' => $tax_object->location,
934 'taxratelocationnum' => $taxratelocationnum,
936 } #if ref($tax_object)...
937 } #foreach keys %$taxlisthash
939 #consolidate and create tax line items
940 warn "consolidating and generating...\n" if $DEBUG > 2;
941 foreach my $taxname ( keys %taxname ) {
942 my @cust_bill_pkg_tax_location;
943 my @cust_bill_pkg_tax_rate_location;
944 my $tax_cust_bill_pkg = FS::cust_bill_pkg->new({
949 'itemdesc' => $taxname,
950 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
951 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
956 warn "adding $taxname\n" if $DEBUG > 1;
957 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
958 if ( ref($taxitem) eq 'FS::cust_bill_pkg' ) {
959 # then we need to transfer the amount and the links from the
960 # line item to the new one we're creating.
961 $tax_total += $taxitem->setup;
962 foreach my $link ( @{ $taxitem->get('cust_bill_pkg_tax_location') } ) {
963 $link->set('tax_cust_bill_pkg', $tax_cust_bill_pkg);
964 push @cust_bill_pkg_tax_location, $link;
968 next if $seen{$taxitem}++;
969 warn "adding $tax_amount{$taxitem}\n" if $DEBUG > 1;
970 $tax_total += $tax_amount{$taxitem};
971 push @cust_bill_pkg_tax_rate_location,
972 map { new FS::cust_bill_pkg_tax_rate_location $_ }
973 @{ $tax_rate_location{ $taxitem } };
976 next unless $tax_total;
978 # we should really neverround this up...I guess it's okay if taxline
979 # already returns amounts with 2 decimal places
980 $tax_total = sprintf('%.2f', $tax_total );
981 $tax_cust_bill_pkg->set('setup', $tax_total);
983 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
989 if ( $pkg_category and
990 $conf->config('invoice_latexsummary') ||
991 $conf->config('invoice_htmlsummary')
995 my %hash = ( 'section' => $pkg_category->categoryname );
996 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
999 $tax_cust_bill_pkg->set('display', \@display);
1001 push @tax_line_items, $tax_cust_bill_pkg;
1008 my ($self, %params) = @_;
1010 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1012 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
1013 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
1014 my $cust_location = $cust_pkg->tax_location;
1015 my $precommit_hooks = $params{precommit_hooks} or die "no precommit_hooks specified";
1016 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
1017 my $total_setup = $params{setup} or die "no setup accumulator specified";
1018 my $total_recur = $params{recur} or die "no recur accumulator specified";
1019 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
1020 my $time = $params{'time'} or die "no time specified";
1021 my (%options) = %{$params{options}};
1023 if ( $part_pkg->freq ne '1' and ($options{'freq_override'} || 0) > 0 ) {
1024 # this should never happen
1025 die 'freq_override billing attempted on non-monthly package '.
1030 my $real_pkgpart = $params{real_pkgpart};
1031 my %hash = $cust_pkg->hash;
1032 my $old_cust_pkg = new FS::cust_pkg \%hash;
1037 $cust_pkg->pkgpart($part_pkg->pkgpart);
1039 my $cmp_time = ( $conf->exists('next-bill-ignore-time')
1050 my @setup_discounts = ();
1051 my %setup_param = ( 'discounts' => \@setup_discounts );
1052 my $setup_billed_currency = '';
1053 my $setup_billed_amount = 0;
1054 if ( ! $options{recurring_only}
1055 and ! $options{cancel}
1056 and ( $options{'resetup'}
1057 || ( ! $cust_pkg->setup
1058 && ( ! $cust_pkg->start_date
1059 || $cust_pkg->start_date <= $cmp_time
1061 && ( ! $conf->exists('disable_setup_suspended_pkgs')
1062 || ( $conf->exists('disable_setup_suspended_pkgs') &&
1063 ! $cust_pkg->getfield('susp')
1071 warn " bill setup\n" if $DEBUG > 1;
1073 unless ( $cust_pkg->waive_setup ) {
1076 $setup = eval { $cust_pkg->calc_setup( $time, \@details, \%setup_param ) };
1077 return "$@ running calc_setup for $cust_pkg\n"
1080 $unitsetup = $cust_pkg->base_setup()
1083 if ( $setup_param{'billed_currency'} ) {
1084 $setup_billed_currency = delete $setup_param{'billed_currency'};
1085 $setup_billed_amount = delete $setup_param{'billed_amount'};
1089 $cust_pkg->setfield('setup', $time)
1090 unless $cust_pkg->setup;
1091 #do need it, but it won't get written to the db
1092 #|| $cust_pkg->pkgpart != $real_pkgpart;
1094 $cust_pkg->setfield('start_date', '')
1095 if $cust_pkg->start_date;
1100 # bill recurring fee
1105 my @recur_discounts = ();
1106 my $recur_billed_currency = '';
1107 my $recur_billed_amount = 0;
1109 if ( ! $cust_pkg->start_date
1110 and ( ! $cust_pkg->susp || $cust_pkg->option('suspend_bill',1)
1111 || ( $part_pkg->option('suspend_bill', 1) )
1112 && ! $cust_pkg->option('no_suspend_bill',1)
1115 ( $part_pkg->freq ne '0' && ( $cust_pkg->bill || 0 ) <= $cmp_time )
1116 || ( $part_pkg->plan eq 'voip_cdr'
1117 && $part_pkg->option('bill_every_call')
1122 # XXX should this be a package event? probably. events are called
1123 # at collection time at the moment, though...
1124 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
1125 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
1126 #don't want to reset usage just cause we want a line item??
1127 #&& $part_pkg->pkgpart == $real_pkgpart;
1129 warn " bill recur\n" if $DEBUG > 1;
1132 # XXX shared with $recur_prog
1133 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
1137 #over two params! lets at least switch to a hashref for the rest...
1138 my $increment_next_bill = ( $part_pkg->freq ne '0'
1139 && ( $cust_pkg->getfield('bill') || 0 ) <= $cmp_time
1140 && !$options{cancel}
1142 my %param = ( %setup_param,
1143 'precommit_hooks' => $precommit_hooks,
1144 'increment_next_bill' => $increment_next_bill,
1145 'discounts' => \@recur_discounts,
1146 'real_pkgpart' => $real_pkgpart,
1147 'freq_override' => $options{freq_override} || '',
1151 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
1153 # There may be some part_pkg for which this is wrong. Only those
1154 # which can_discount are supported.
1155 # (the UI should prevent adding discounts to these at the moment)
1157 warn "calling $method on cust_pkg ". $cust_pkg->pkgnum.
1158 " for pkgpart ". $cust_pkg->pkgpart.
1159 " with params ". join(' / ', map "$_=>$param{$_}", keys %param). "\n"
1162 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
1163 return "$@ running $method for $cust_pkg\n"
1167 $unitrecur = $cust_pkg->base_recur( \$sdate ) || $recur; #XXX uuh, better
1169 if ( $param{'billed_currency'} ) {
1170 $recur_billed_currency = delete $param{'billed_currency'};
1171 $recur_billed_amount = delete $param{'billed_amount'};
1174 if ( $increment_next_bill ) {
1178 if ( my $main_pkg = $cust_pkg->main_pkg ) {
1179 # supplemental package
1180 # to keep in sync with the main package, simulate billing at
1182 my $main_pkg_freq = $main_pkg->part_pkg->freq;
1183 my $supp_pkg_freq = $part_pkg->freq;
1184 my $ratio = $supp_pkg_freq / $main_pkg_freq;
1185 if ( $ratio != int($ratio) ) {
1186 # the UI should prevent setting up packages like this, but just
1188 return "supplemental package period is not an integer multiple of main package period";
1190 $next_bill = $sdate;
1192 $next_bill = $part_pkg->add_freq( $next_bill, $main_pkg_freq );
1197 $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
1198 return "unparsable frequency: ". $part_pkg->freq
1199 if $next_bill == -1;
1202 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
1203 # only for figuring next bill date, nothing else, so, reset $sdate again
1205 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1206 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
1207 $cust_pkg->last_bill($sdate);
1209 $cust_pkg->setfield('bill', $next_bill );
1213 if ( $param{'setup_fee'} ) {
1214 # Add an additional setup fee at the billing stage.
1215 # Used for prorate_defer_bill.
1216 $setup += $param{'setup_fee'};
1217 $unitsetup += $param{'setup_fee'};
1221 if ( defined $param{'discount_left_setup'} ) {
1222 foreach my $discount_setup ( values %{$param{'discount_left_setup'}} ) {
1223 $setup -= $discount_setup;
1229 warn "\$setup is undefined" unless defined($setup);
1230 warn "\$recur is undefined" unless defined($recur);
1231 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
1234 # If there's line items, create em cust_bill_pkg records
1235 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
1240 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
1241 # hmm.. and if just the options are modified in some weird price plan?
1243 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
1246 my $error = $cust_pkg->replace( $old_cust_pkg,
1247 'depend_jobnum'=>$options{depend_jobnum},
1248 'options' => { $cust_pkg->options },
1250 unless $options{no_commit};
1251 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
1252 if $error; #just in case
1255 $setup = sprintf( "%.2f", $setup );
1256 $recur = sprintf( "%.2f", $recur );
1257 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
1258 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
1260 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
1261 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
1264 my $discount_show_always = $conf->exists('discount-show-always')
1265 && ( ($setup == 0 && scalar(@setup_discounts))
1266 || ($recur == 0 && scalar(@recur_discounts))
1271 || (!$part_pkg->hidden && $options{has_hidden}) #include some $0 lines
1272 || $discount_show_always
1273 || ($setup == 0 && $cust_pkg->_X_show_zero('setup'))
1274 || ($recur == 0 && $cust_pkg->_X_show_zero('recur'))
1278 warn " charges (setup=$setup, recur=$recur); adding line items\n"
1281 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
1283 warn " adding customer package invoice detail: $_\n"
1284 foreach @cust_pkg_detail;
1286 push @details, @cust_pkg_detail;
1288 my $cust_bill_pkg = new FS::cust_bill_pkg {
1289 'pkgnum' => $cust_pkg->pkgnum,
1291 'unitsetup' => $unitsetup,
1292 'setup_billed_currency' => $setup_billed_currency,
1293 'setup_billed_amount' => $setup_billed_amount,
1295 'unitrecur' => $unitrecur,
1296 'recur_billed_currency' => $recur_billed_currency,
1297 'recur_billed_amount' => $recur_billed_amount,
1298 'quantity' => $cust_pkg->quantity,
1299 'details' => \@details,
1300 'discounts' => [ @setup_discounts, @recur_discounts ],
1301 'hidden' => $part_pkg->hidden,
1302 'freq' => $part_pkg->freq,
1305 if ( $part_pkg->option('prorate_defer_bill',1)
1306 and !$hash{last_bill} ) {
1307 # both preceding and upcoming, technically
1308 $cust_bill_pkg->sdate( $cust_pkg->setup );
1309 $cust_bill_pkg->edate( $cust_pkg->bill );
1310 } elsif ( $part_pkg->recur_temporality eq 'preceding' ) {
1311 $cust_bill_pkg->sdate( $hash{last_bill} );
1312 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
1313 $cust_bill_pkg->edate( $time ) if $options{cancel};
1314 } else { #if ( $part_pkg->recur_temporality eq 'upcoming' )
1315 $cust_bill_pkg->sdate( $sdate );
1316 $cust_bill_pkg->edate( $cust_pkg->bill );
1317 #$cust_bill_pkg->edate( $time ) if $options{cancel};
1320 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
1321 unless $part_pkg->pkgpart == $real_pkgpart;
1323 $$total_setup += $setup;
1324 $$total_recur += $recur;
1330 my $error = $self->_handle_taxes( $taxlisthash, $cust_bill_pkg );
1331 return $error if $error;
1333 $cust_bill_pkg->set_display(
1334 part_pkg => $part_pkg,
1335 real_pkgpart => $real_pkgpart,
1338 push @$cust_bill_pkgs, $cust_bill_pkg;
1340 } #if $setup != 0 || $recur != 0
1348 =item _transfer_balance TO_PKG [ FROM_PKGNUM ]
1350 Takes one argument, a cust_pkg object that is being billed. This will
1351 be called only if the package was created by a package change, and has
1352 not been billed since the package change, and package balance tracking
1353 is enabled. The second argument can be an alternate package number to
1354 transfer the balance from; this should not be used externally.
1356 Transfers the balance from the previous package (now canceled) to
1357 this package, by crediting one package and creating an invoice item for
1358 the other. Inserts the credit and returns the invoice item (so that it
1359 can be added to an invoice that's being built).
1361 If the previous package was never billed, and was also created by a package
1362 change, then this will also transfer the balance from I<its> previous
1363 package, and so on, until reaching a package that either has been billed
1364 or was not created by a package change.
1368 my $balance_transfer_reason;
1370 sub _transfer_balance {
1372 my $cust_pkg = shift;
1373 my $from_pkgnum = shift || $cust_pkg->change_pkgnum;
1374 my $from_pkg = FS::cust_pkg->by_key($from_pkgnum);
1378 # if $from_pkg is not the first package in the chain, and it was never
1380 if ( $from_pkg->change_pkgnum and scalar($from_pkg->cust_bill_pkg) == 0 ) {
1381 @transfers = $self->_transfer_balance($cust_pkg, $from_pkg->change_pkgnum);
1384 my $prev_balance = $self->balance_pkgnum($from_pkgnum);
1385 if ( $prev_balance != 0 ) {
1386 $balance_transfer_reason ||= FS::reason->new_or_existing(
1387 'reason' => 'Package balance transfer',
1388 'type' => 'Internal adjustment',
1392 my $credit = FS::cust_credit->new({
1393 'custnum' => $self->custnum,
1394 'amount' => abs($prev_balance),
1395 'reasonnum' => $balance_transfer_reason->reasonnum,
1396 '_date' => $cust_pkg->change_date,
1399 my $cust_bill_pkg = FS::cust_bill_pkg->new({
1401 'recur' => abs($prev_balance),
1402 #'sdate' => $from_pkg->last_bill, # not sure about this
1403 #'edate' => $cust_pkg->change_date,
1404 'itemdesc' => $self->mt('Previous Balance, [_1]',
1405 $from_pkg->part_pkg->pkg),
1408 if ( $prev_balance > 0 ) {
1409 # credit the old package, charge the new one
1410 $credit->set('pkgnum', $from_pkgnum);
1411 $cust_bill_pkg->set('pkgnum', $cust_pkg->pkgnum);
1414 $credit->set('pkgnum', $cust_pkg->pkgnum);
1415 $cust_bill_pkg->set('pkgnum', $from_pkgnum);
1417 my $error = $credit->insert;
1418 die "error transferring package balance from #".$from_pkgnum.
1419 " to #".$cust_pkg->pkgnum.": $error\n" if $error;
1421 push @transfers, $cust_bill_pkg;
1422 } # $prev_balance != 0
1427 =item handle_taxes TAXLISTHASH CUST_BILL_PKG [ OPTIONS ]
1429 This is _handle_taxes. It's called once for each cust_bill_pkg generated
1432 TAXLISTHASH is a hashref shared across the entire invoice. It looks like
1435 'cust_main_county 1001' => [ [FS::cust_main_county], ... ],
1436 'cust_main_county 1002' => [ [FS::cust_main_county], ... ],
1439 'cust_main_county' can also be 'tax_rate'. The first object in the array
1440 is always the cust_main_county or tax_rate identified by the key.
1442 That "..." is a list of FS::cust_bill_pkg objects that will be fed to
1443 the 'taxline' method to calculate the amount of the tax. This doesn't
1444 happen until calculate_taxes, though.
1446 OPTIONS may include:
1447 - part_item: a part_pkg or part_fee object to be used as the package/fee
1449 - location: a cust_location to be used as the billing location.
1451 If not supplied, part_item will be inferred from the pkgnum or feepart of the
1452 cust_bill_pkg, and location from the pkgnum (or, for fees, the invnum and
1453 the customer's default service location).
1459 my $taxlisthash = shift;
1460 my $cust_bill_pkg = shift;
1463 # at this point I realize that we have enough information to infer all this
1464 # stuff, instead of passing around giant honking argument lists
1465 my $location = $options{location} || $cust_bill_pkg->tax_location;
1466 my $part_item = $options{part_item} || $cust_bill_pkg->part_X;
1468 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1470 return if ( $self->payby eq 'COMP' ); #dubious
1472 if ( $conf->exists('enable_taxproducts')
1473 && ( scalar($part_item->part_pkg_taxoverride)
1474 || $part_item->has_taxproduct
1479 # EXTERNAL TAX RATES (via tax_rate)
1480 my %cust_bill_pkg = ();
1484 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
1485 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
1486 push @classes, 'setup' if $cust_bill_pkg->setup;
1487 push @classes, 'recur' if $cust_bill_pkg->recur;
1489 my $exempt = $conf->exists('cust_class-tax_exempt')
1490 ? ( $self->cust_class ? $self->cust_class->tax : '' )
1492 # standardize this just to be sure
1493 $exempt = ($exempt eq 'Y') ? 'Y' : '';
1497 foreach my $class (@classes) {
1498 my $err_or_ref = $self->_gather_taxes($part_item, $class, $location);
1499 return $err_or_ref unless ref($err_or_ref);
1500 $taxes{$class} = $err_or_ref;
1503 unless (exists $taxes{''}) {
1504 my $err_or_ref = $self->_gather_taxes($part_item, '', $location);
1505 return $err_or_ref unless ref($err_or_ref);
1506 $taxes{''} = $err_or_ref;
1511 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate; # grrr
1512 foreach my $key (keys %tax_cust_bill_pkg) {
1513 # $key is "setup", "recur", or a usage class name. ('' is a usage class.)
1514 # $tax_cust_bill_pkg{$key} is a cust_bill_pkg for that component of
1516 # $taxes{$key} is an arrayref of cust_main_county or tax_rate objects that
1517 # apply to $key-class charges.
1518 my @taxes = @{ $taxes{$key} || [] };
1519 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
1521 my %localtaxlisthash = ();
1522 foreach my $tax ( @taxes ) {
1524 # this is the tax identifier, not the taxname
1525 my $taxname = ref( $tax ). ' '. $tax->taxnum;
1526 # $taxlisthash: keys are "setup", "recur", and usage classes.
1527 # Values are arrayrefs, first the tax object (cust_main_county
1528 # or tax_rate) and then any cust_bill_pkg objects that the
1530 $taxlisthash->{ $taxname } ||= [ $tax ];
1531 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
1533 $localtaxlisthash{ $taxname } ||= [ $tax ];
1534 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
1538 warn "finding taxed taxes...\n" if $DEBUG > 2;
1539 foreach my $tax ( keys %localtaxlisthash ) {
1540 my $tax_object = shift @{ $localtaxlisthash{$tax} };
1541 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
1543 next unless $tax_object->can('tax_on_tax');
1545 foreach my $tot ( $tax_object->tax_on_tax( $location ) ) {
1546 my $totname = ref( $tot ). ' '. $tot->taxnum;
1548 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
1550 next unless exists( $localtaxlisthash{ $totname } ); # only increase
1552 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
1553 # calculate the tax amount that the tax_on_tax will apply to
1554 my $hashref_or_error =
1555 $tax_object->taxline( $localtaxlisthash{$tax} );
1556 return $hashref_or_error
1557 unless ref($hashref_or_error);
1559 # and append it to the list of taxable items
1560 $taxlisthash->{ $totname } ||= [ $tot ];
1561 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
1569 # INTERNAL TAX RATES (cust_main_county)
1571 # We fetch taxes even if the customer is completely exempt,
1572 # because we need to record that fact.
1574 my @loc_keys = qw( district city county state country );
1575 my %taxhash = map { $_ => $location->$_ } @loc_keys;
1577 $taxhash{'taxclass'} = $part_item->taxclass;
1579 warn "taxhash:\n". Dumper(\%taxhash) if $DEBUG > 2;
1581 my @taxes = (); # entries are cust_main_county objects
1582 my %taxhash_elim = %taxhash;
1583 my @elim = qw( district city county state );
1586 #first try a match with taxclass
1587 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1589 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1590 #then try a match without taxclass
1591 my %no_taxclass = %taxhash_elim;
1592 $no_taxclass{ 'taxclass' } = '';
1593 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1596 $taxhash_elim{ shift(@elim) } = '';
1598 } while ( !scalar(@taxes) && scalar(@elim) );
1601 my $tax_id = 'cust_main_county '.$_->taxnum;
1602 $taxlisthash->{$tax_id} ||= [ $_ ];
1603 push @{ $taxlisthash->{$tax_id} }, $cust_bill_pkg;
1610 =item _gather_taxes PART_ITEM CLASS CUST_LOCATION
1612 Internal method used with vendor-provided tax tables. PART_ITEM is a part_pkg
1613 or part_fee (which will define the tax eligibility of the product), CLASS is
1614 'setup', 'recur', null, or a C<usage_class> number, and CUST_LOCATION is the
1615 location where the service was provided (or billed, depending on
1616 configuration). Returns an arrayref of L<FS::tax_rate> objects that
1617 can apply to this line item.
1623 my $part_item = shift;
1625 my $location = shift;
1627 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1629 my $geocode = $location->geocode('cch');
1631 [ $part_item->tax_rates('cch', $geocode, $class) ]
1635 =item collect [ HASHREF | OPTION => VALUE ... ]
1637 (Attempt to) collect money for this customer's outstanding invoices (see
1638 L<FS::cust_bill>). Usually used after the bill method.
1640 Actions are now triggered by billing events; see L<FS::part_event> and the
1641 billing events web interface. Old-style invoice events (see
1642 L<FS::part_bill_event>) have been deprecated.
1644 If there is an error, returns the error, otherwise returns false.
1646 Options are passed as name-value pairs.
1648 Currently available options are:
1654 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.
1658 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1662 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1666 set true to surpress email card/ACH decline notices.
1670 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)
1676 # allows for one time override of normal customer billing method
1681 my( $self, %options ) = @_;
1683 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1685 my $invoice_time = $options{'invoice_time'} || time;
1688 local $SIG{HUP} = 'IGNORE';
1689 local $SIG{INT} = 'IGNORE';
1690 local $SIG{QUIT} = 'IGNORE';
1691 local $SIG{TERM} = 'IGNORE';
1692 local $SIG{TSTP} = 'IGNORE';
1693 local $SIG{PIPE} = 'IGNORE';
1695 my $oldAutoCommit = $FS::UID::AutoCommit;
1696 local $FS::UID::AutoCommit = 0;
1699 $self->select_for_update; #mutex
1702 my $balance = $self->balance;
1703 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1706 if ( exists($options{'retry_card'}) ) {
1707 carp 'retry_card option passed to collect is deprecated; use retry';
1708 $options{'retry'} ||= $options{'retry_card'};
1710 if ( exists($options{'retry'}) && $options{'retry'} ) {
1711 my $error = $self->retry_realtime;
1713 $dbh->rollback if $oldAutoCommit;
1718 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1720 #never want to roll back an event just because it returned an error
1721 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1723 $self->do_cust_event(
1724 'debug' => ( $options{'debug'} || 0 ),
1725 'time' => $invoice_time,
1726 'check_freq' => $options{'check_freq'},
1727 'stage' => 'collect',
1732 =item retry_realtime
1734 Schedules realtime / batch credit card / electronic check / LEC billing
1735 events for for retry. Useful if card information has changed or manual
1736 retry is desired. The 'collect' method must be called to actually retry
1739 Implementation details: For either this customer, or for each of this
1740 customer's open invoices, changes the status of the first "done" (with
1741 statustext error) realtime processing event to "failed".
1745 sub retry_realtime {
1748 local $SIG{HUP} = 'IGNORE';
1749 local $SIG{INT} = 'IGNORE';
1750 local $SIG{QUIT} = 'IGNORE';
1751 local $SIG{TERM} = 'IGNORE';
1752 local $SIG{TSTP} = 'IGNORE';
1753 local $SIG{PIPE} = 'IGNORE';
1755 my $oldAutoCommit = $FS::UID::AutoCommit;
1756 local $FS::UID::AutoCommit = 0;
1759 #a little false laziness w/due_cust_event (not too bad, really)
1761 my $join = FS::part_event_condition->join_conditions_sql;
1762 my $order = FS::part_event_condition->order_conditions_sql;
1765 . join ( ' OR ' , map {
1766 my $cust_join = FS::part_event->eventtables_cust_join->{$_} || '';
1767 my $custnum = FS::part_event->eventtables_custnum->{$_};
1768 "( part_event.eventtable = " . dbh->quote($_)
1769 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key
1770 . " from $_ $cust_join"
1771 . " where $custnum = " . dbh->quote( $self->custnum ) . "))" ;
1772 } FS::part_event->eventtables)
1775 #here is the agent virtualization
1776 my $agent_virt = " ( part_event.agentnum IS NULL
1777 OR part_event.agentnum = ". $self->agentnum. ' )';
1779 #XXX this shouldn't be hardcoded, actions should declare it...
1780 my @realtime_events = qw(
1781 cust_bill_realtime_card
1782 cust_bill_realtime_check
1783 cust_bill_realtime_lec
1787 my $is_realtime_event =
1788 ' part_event.action IN ( '.
1789 join(',', map "'$_'", @realtime_events ).
1792 my $batch_or_statustext =
1793 "( part_event.action = 'cust_bill_batch'
1794 OR ( statustext IS NOT NULL AND statustext != '' )
1798 my @cust_event = qsearch({
1799 'table' => 'cust_event',
1800 'select' => 'cust_event.*',
1801 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1802 'hashref' => { 'status' => 'done' },
1803 'extra_sql' => " AND $batch_or_statustext ".
1804 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1807 my %seen_invnum = ();
1808 foreach my $cust_event (@cust_event) {
1810 #max one for the customer, one for each open invoice
1811 my $cust_X = $cust_event->cust_X;
1812 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1816 or $cust_event->part_event->eventtable eq 'cust_bill'
1819 my $error = $cust_event->retry;
1821 $dbh->rollback if $oldAutoCommit;
1822 return "error scheduling event for retry: $error";
1827 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1832 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1834 Runs billing events; see L<FS::part_event> and the billing events web
1837 If there is an error, returns the error, otherwise returns false.
1839 Options are passed as name-value pairs.
1841 Currently available options are:
1847 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.
1851 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1855 "collect" (the default) or "pre-bill"
1859 set true to surpress email card/ACH decline notices.
1863 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)
1870 # allows for one time override of normal customer billing method
1874 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1877 my( $self, %options ) = @_;
1879 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1881 my $time = $options{'time'} || time;
1884 local $SIG{HUP} = 'IGNORE';
1885 local $SIG{INT} = 'IGNORE';
1886 local $SIG{QUIT} = 'IGNORE';
1887 local $SIG{TERM} = 'IGNORE';
1888 local $SIG{TSTP} = 'IGNORE';
1889 local $SIG{PIPE} = 'IGNORE';
1891 my $oldAutoCommit = $FS::UID::AutoCommit;
1892 local $FS::UID::AutoCommit = 0;
1895 $self->select_for_update; #mutex
1898 my $balance = $self->balance;
1899 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
1902 # if ( exists($options{'retry_card'}) ) {
1903 # carp 'retry_card option passed to collect is deprecated; use retry';
1904 # $options{'retry'} ||= $options{'retry_card'};
1906 # if ( exists($options{'retry'}) && $options{'retry'} ) {
1907 # my $error = $self->retry_realtime;
1909 # $dbh->rollback if $oldAutoCommit;
1914 # false laziness w/pay_batch::import_results
1916 my $due_cust_event = $self->due_cust_event(
1917 'debug' => ( $options{'debug'} || 0 ),
1919 'check_freq' => $options{'check_freq'},
1920 'stage' => ( $options{'stage'} || 'collect' ),
1922 unless( ref($due_cust_event) ) {
1923 $dbh->rollback if $oldAutoCommit;
1924 return $due_cust_event;
1927 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1928 #never want to roll back an event just because it or a different one
1930 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1932 foreach my $cust_event ( @$due_cust_event ) {
1936 #re-eval event conditions (a previous event could have changed things)
1937 unless ( $cust_event->test_conditions ) {
1938 #don't leave stray "new/locked" records around
1939 my $error = $cust_event->delete;
1940 return $error if $error;
1945 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
1946 if $options{'quiet'};
1947 warn " running cust_event ". $cust_event->eventnum. "\n"
1950 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
1951 if ( my $error = $cust_event->do_event( 'time' => $time ) ) {
1952 #XXX wtf is this? figure out a proper dealio with return value
1964 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
1966 Inserts database records for and returns an ordered listref of new events due
1967 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
1968 events are due, an empty listref is returned. If there is an error, returns a
1969 scalar error message.
1971 To actually run the events, call each event's test_condition method, and if
1972 still true, call the event's do_event method.
1974 Options are passed as a hashref or as a list of name-value pairs. Available
1981 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
1985 "collect" (the default) or "pre-bill"
1989 "Current time" for the events.
1993 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1997 Only return events for the specified eventtable (by default, events of all eventtables are returned)
2001 Explicitly pass the objects to be tested (typically used with eventtable).
2005 Set to true to return the objects, but not actually insert them into the
2012 sub due_cust_event {
2014 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
2017 #my $DEBUG = $opt{'debug'}
2018 $opt{'debug'} ||= 0; # silence some warnings
2019 local($DEBUG) = $opt{'debug'}
2020 if $opt{'debug'} > $DEBUG;
2021 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
2023 warn "$me due_cust_event called with options ".
2024 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
2027 $opt{'time'} ||= time;
2029 local $SIG{HUP} = 'IGNORE';
2030 local $SIG{INT} = 'IGNORE';
2031 local $SIG{QUIT} = 'IGNORE';
2032 local $SIG{TERM} = 'IGNORE';
2033 local $SIG{TSTP} = 'IGNORE';
2034 local $SIG{PIPE} = 'IGNORE';
2036 my $oldAutoCommit = $FS::UID::AutoCommit;
2037 local $FS::UID::AutoCommit = 0;
2040 $self->select_for_update #mutex
2041 unless $opt{testonly};
2044 # find possible events (initial search)
2047 my @cust_event = ();
2049 my @eventtable = $opt{'eventtable'}
2050 ? ( $opt{'eventtable'} )
2051 : FS::part_event->eventtables_runorder;
2053 my $check_freq = $opt{'check_freq'} || '1d';
2055 foreach my $eventtable ( @eventtable ) {
2058 if ( $opt{'objects'} ) {
2060 @objects = @{ $opt{'objects'} };
2062 } elsif ( $eventtable eq 'cust_main' ) {
2064 @objects = ( $self );
2068 my $cm_join = " LEFT JOIN cust_main USING ( custnum )";
2069 # linkage not needed here because FS::cust_main->$eventtable will
2072 #some false laziness w/Cron::bill bill_where
2074 my $join = FS::part_event_condition->join_conditions_sql( $eventtable);
2075 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
2076 'time'=>$opt{'time'},
2078 $where = $where ? "AND $where" : '';
2080 my $are_part_event =
2081 "EXISTS ( SELECT 1 FROM part_event $join
2082 WHERE check_freq = '$check_freq'
2083 AND eventtable = '$eventtable'
2084 AND ( disabled = '' OR disabled IS NULL )
2090 @objects = $self->$eventtable(
2091 'addl_from' => $cm_join,
2092 'extra_sql' => " AND $are_part_event",
2094 } # if ( !$opt{objects} and $eventtable ne 'cust_main' )
2096 my @e_cust_event = ();
2098 my $linkage = FS::part_event->eventtables_cust_join->{$eventtable} || '';
2100 my $cross = "CROSS JOIN $eventtable $linkage";
2101 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
2102 unless $eventtable eq 'cust_main';
2104 foreach my $object ( @objects ) {
2106 #this first search uses the condition_sql magic for optimization.
2107 #the more possible events we can eliminate in this step the better
2109 my $cross_where = '';
2110 my $pkey = $object->primary_key;
2111 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
2113 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
2115 FS::part_event_condition->where_conditions_sql( $eventtable,
2116 'time'=>$opt{'time'}
2118 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
2120 $extra_sql = "AND $extra_sql" if $extra_sql;
2122 #here is the agent virtualization
2123 $extra_sql .= " AND ( part_event.agentnum IS NULL
2124 OR part_event.agentnum = ". $self->agentnum. ' )';
2126 $extra_sql .= " $order";
2128 warn "searching for events for $eventtable ". $object->$pkey. "\n"
2129 if $opt{'debug'} > 2;
2130 my @part_event = qsearch( {
2131 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
2132 'select' => 'part_event.*',
2133 'table' => 'part_event',
2134 'addl_from' => "$cross $join",
2135 'hashref' => { 'check_freq' => $check_freq,
2136 'eventtable' => $eventtable,
2139 'extra_sql' => "AND $cross_where $extra_sql",
2143 my $pkey = $object->primary_key;
2144 warn " ". scalar(@part_event).
2145 " possible events found for $eventtable ". $object->$pkey(). "\n";
2148 push @e_cust_event, map {
2149 $_->new_cust_event($object, 'time' => $opt{'time'})
2154 warn " ". scalar(@e_cust_event).
2155 " subtotal possible cust events found for $eventtable\n"
2158 push @cust_event, @e_cust_event;
2162 warn " ". scalar(@cust_event).
2163 " total possible cust events found in initial search\n"
2171 $opt{stage} ||= 'collect';
2173 grep { my $stage = $_->part_event->event_stage;
2174 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
2184 @cust_event = grep $_->test_conditions( 'stats_hashref' => \%unsat ),
2187 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
2190 warn " invalid conditions not eliminated with condition_sql:\n".
2191 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
2192 if keys %unsat && $DEBUG; # > 1;
2198 unless( $opt{testonly} ) {
2199 foreach my $cust_event ( @cust_event ) {
2201 my $error = $cust_event->insert();
2203 $dbh->rollback if $oldAutoCommit;
2210 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2216 warn " returning events: ". Dumper(@cust_event). "\n"
2223 =item apply_payments_and_credits [ OPTION => VALUE ... ]
2225 Applies unapplied payments and credits.
2227 In most cases, this new method should be used in place of sequential
2228 apply_payments and apply_credits methods.
2230 A hash of optional arguments may be passed. Currently "manual" is supported.
2231 If true, a payment receipt is sent instead of a statement when
2232 'payment_receipt_email' configuration option is set.
2234 If there is an error, returns the error, otherwise returns false.
2238 sub apply_payments_and_credits {
2239 my( $self, %options ) = @_;
2241 local $SIG{HUP} = 'IGNORE';
2242 local $SIG{INT} = 'IGNORE';
2243 local $SIG{QUIT} = 'IGNORE';
2244 local $SIG{TERM} = 'IGNORE';
2245 local $SIG{TSTP} = 'IGNORE';
2246 local $SIG{PIPE} = 'IGNORE';
2248 my $oldAutoCommit = $FS::UID::AutoCommit;
2249 local $FS::UID::AutoCommit = 0;
2252 $self->select_for_update; #mutex
2254 foreach my $cust_bill ( $self->open_cust_bill ) {
2255 my $error = $cust_bill->apply_payments_and_credits(%options);
2257 $dbh->rollback if $oldAutoCommit;
2258 return "Error applying: $error";
2262 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2267 =item apply_credits OPTION => VALUE ...
2269 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
2270 to outstanding invoice balances in chronological order (or reverse
2271 chronological order if the I<order> option is set to B<newest>) and returns the
2272 value of any remaining unapplied credits available for refund (see
2273 L<FS::cust_refund>).
2275 Dies if there is an error.
2283 local $SIG{HUP} = 'IGNORE';
2284 local $SIG{INT} = 'IGNORE';
2285 local $SIG{QUIT} = 'IGNORE';
2286 local $SIG{TERM} = 'IGNORE';
2287 local $SIG{TSTP} = 'IGNORE';
2288 local $SIG{PIPE} = 'IGNORE';
2290 my $oldAutoCommit = $FS::UID::AutoCommit;
2291 local $FS::UID::AutoCommit = 0;
2294 $self->select_for_update; #mutex
2296 unless ( $self->total_unapplied_credits ) {
2297 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2301 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
2302 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
2304 my @invoices = $self->open_cust_bill;
2305 @invoices = sort { $b->_date <=> $a->_date } @invoices
2306 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
2308 if ( $conf->exists('pkg-balances') ) {
2309 # limit @credits to those w/ a pkgnum grepped from $self
2311 foreach my $i (@invoices) {
2312 foreach my $li ( $i->cust_bill_pkg ) {
2313 $pkgnums{$li->pkgnum} = 1;
2316 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
2321 foreach my $cust_bill ( @invoices ) {
2323 if ( !defined($credit) || $credit->credited == 0) {
2324 $credit = pop @credits or last;
2328 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
2329 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
2331 $owed = $cust_bill->owed;
2333 unless ( $owed > 0 ) {
2334 push @credits, $credit;
2338 my $amount = min( $credit->credited, $owed );
2340 my $cust_credit_bill = new FS::cust_credit_bill ( {
2341 'crednum' => $credit->crednum,
2342 'invnum' => $cust_bill->invnum,
2343 'amount' => $amount,
2345 $cust_credit_bill->pkgnum( $credit->pkgnum )
2346 if $conf->exists('pkg-balances') && $credit->pkgnum;
2347 my $error = $cust_credit_bill->insert;
2349 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2353 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2357 my $total_unapplied_credits = $self->total_unapplied_credits;
2359 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2361 return $total_unapplied_credits;
2364 =item apply_payments [ OPTION => VALUE ... ]
2366 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
2367 to outstanding invoice balances in chronological order.
2369 #and returns the value of any remaining unapplied payments.
2371 A hash of optional arguments may be passed. Currently "manual" is supported.
2372 If true, a payment receipt is sent instead of a statement when
2373 'payment_receipt_email' configuration option is set.
2375 Dies if there is an error.
2379 sub apply_payments {
2380 my( $self, %options ) = @_;
2382 local $SIG{HUP} = 'IGNORE';
2383 local $SIG{INT} = 'IGNORE';
2384 local $SIG{QUIT} = 'IGNORE';
2385 local $SIG{TERM} = 'IGNORE';
2386 local $SIG{TSTP} = 'IGNORE';
2387 local $SIG{PIPE} = 'IGNORE';
2389 my $oldAutoCommit = $FS::UID::AutoCommit;
2390 local $FS::UID::AutoCommit = 0;
2393 $self->select_for_update; #mutex
2397 my @payments = sort { $b->_date <=> $a->_date }
2398 grep { $_->unapplied > 0 }
2401 my @invoices = sort { $a->_date <=> $b->_date}
2402 grep { $_->owed > 0 }
2405 if ( $conf->exists('pkg-balances') ) {
2406 # limit @payments to those w/ a pkgnum grepped from $self
2408 foreach my $i (@invoices) {
2409 foreach my $li ( $i->cust_bill_pkg ) {
2410 $pkgnums{$li->pkgnum} = 1;
2413 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2418 foreach my $cust_bill ( @invoices ) {
2420 if ( !defined($payment) || $payment->unapplied == 0 ) {
2421 $payment = pop @payments or last;
2425 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2426 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2428 $owed = $cust_bill->owed;
2430 unless ( $owed > 0 ) {
2431 push @payments, $payment;
2435 my $amount = min( $payment->unapplied, $owed );
2438 'paynum' => $payment->paynum,
2439 'invnum' => $cust_bill->invnum,
2440 'amount' => $amount,
2442 $cbp->{_date} = $payment->_date
2443 if $options{'manual'} && $options{'backdate_application'};
2444 my $cust_bill_pay = new FS::cust_bill_pay($cbp);
2445 $cust_bill_pay->pkgnum( $payment->pkgnum )
2446 if $conf->exists('pkg-balances') && $payment->pkgnum;
2447 my $error = $cust_bill_pay->insert(%options);
2449 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2453 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2457 my $total_unapplied_payments = $self->total_unapplied_payments;
2459 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2461 return $total_unapplied_payments;
2471 suspend_adjourned_pkgs
2472 unsuspend_resumed_pkgs
2475 (do_cust_event pre-bill)
2478 (vendor-only) _gather_taxes
2479 _omit_zero_value_bundles
2480 _handle_taxes (for fees)
2483 apply_payments_and_credits
2492 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>