4 use base qw( FS::o2m_Common FS::Record );
6 use FS::Record qw( qsearch qsearchs );
12 FS::part_fee - Object methods for part_fee records
18 $record = new FS::part_fee \%hash;
19 $record = new FS::part_fee { 'column' => 'value' };
21 $error = $record->insert;
23 $error = $new_record->replace($old_record);
25 $error = $record->delete;
27 $error = $record->check;
31 An FS::part_fee object represents the definition of a fee
33 Fees are like packages, but instead of being ordered and then billed on a
34 cycle, they are created by the operation of events and added to a single
35 invoice. The fee definition specifies the fee's description, how the amount
36 is calculated (a flat fee or a percentage of the customer's balance), and
37 how to classify the fee for tax and reporting purposes.
39 FS::part_fee inherits from FS::Record. The following fields are currently
44 =item feepart - primary key
46 =item comment - a description of the fee for employee use, not shown on
49 =item disabled - 'Y' if the fee is disabled
51 =item classnum - the L<FS::pkg_class> that the fee belongs to, for reporting
53 =item taxable - 'Y' if this fee should be considered a taxable sale.
54 Currently, taxable fees will be treated like they exist at the customer's
55 default service location.
57 =item taxclass - the tax class the fee belongs to, as a string, for the
60 =item taxproductnum - the tax product family the fee belongs to, for the
61 external tax system in use, if any
63 =item pay_weight - Weight (relative to credit_weight and other package/fee
64 definitions) that controls payment application to specific line items.
66 =item credit_weight - Weight that controls credit application to specific
69 =item agentnum - the agent (L<FS::agent>) who uses this fee definition.
71 =item amount - the flat fee to charge, as a decimal amount
73 =item percent - the percentage of the base to charge (out of 100). If both
74 this and "amount" are specified, the fee will be the sum of the two.
76 =item basis - the method for calculating the base: currently one of "charged",
79 =item minimum - the minimum fee that should be charged
81 =item maximum - the maximum fee that should be charged
83 =item limit_credit - 'Y' to set the maximum fee at the customer's credit
86 =item setuprecur - whether the fee should be classified as 'setup' or
87 'recur', for reporting purposes.
97 Creates a new fee definition. To add the record to the database, see
102 sub table { 'part_fee'; }
106 Adds this record to the database. If there is an error, returns the error,
107 otherwise returns false.
111 Delete this record from the database.
113 =item replace OLD_RECORD
115 Replaces the OLD_RECORD with this one in the database. If there is an error,
116 returns the error, otherwise returns false.
120 Checks all fields to make sure this is a valid example. If there is
121 an error, returns the error, otherwise returns false. Called by the insert
129 $self->set('amount', 0) unless $self->amount;
130 $self->set('percent', 0) unless $self->percent;
133 $self->ut_numbern('feepart')
134 || $self->ut_textn('comment')
135 || $self->ut_flag('disabled')
136 || $self->ut_foreign_keyn('classnum', 'pkg_class', 'classnum')
137 || $self->ut_flag('taxable')
138 || $self->ut_textn('taxclass')
139 || $self->ut_numbern('taxproductnum')
140 || $self->ut_floatn('pay_weight')
141 || $self->ut_floatn('credit_weight')
142 || $self->ut_agentnum_acl('agentnum',
143 [ 'Edit global package definitions' ])
144 || $self->ut_money('amount')
145 || $self->ut_float('percent')
146 || $self->ut_moneyn('minimum')
147 || $self->ut_moneyn('maximum')
148 || $self->ut_flag('limit_credit')
149 || $self->ut_enum('basis', [ '', 'charged', 'owed' ])
150 || $self->ut_enum('setuprecur', [ 'setup', 'recur' ])
152 return $error if $error;
154 return "For a percentage fee, the basis must be set"
155 if $self->get('percent') > 0 and $self->get('basis') eq '';
157 if ( ! $self->get('percent') and ! $self->get('limit_credit') ) {
158 # then it makes no sense to apply minimum/maximum
159 $self->set('minimum', '');
160 $self->set('maximum', '');
162 if ( $self->get('limit_credit') ) {
163 $self->set('maximum', '');
171 Returns a string describing how this fee is calculated.
177 # XXX customer currency
178 my $money_char = FS::Conf->new->config('money_char') || '$';
179 my $money = $money_char . '%.2f';
180 my $percent = '%.1f%%';
182 if ( $self->amount > 0 ) {
183 $string = sprintf($money, $self->amount);
185 if ( $self->percent > 0 ) {
189 $string .= sprintf($percent, $self->percent);
190 $string .= ' of the ';
191 if ( $self->basis eq 'charged' ) {
192 $string .= 'invoice amount';
193 } elsif ( $self->basis('owed') ) {
194 $string .= 'unpaid invoice balance';
197 if ( $self->minimum or $self->maximum or $self->limit_credit ) {
199 if ( $self->minimum ) {
200 $string .= ' at least '.sprintf($money, $self->minimum);
202 if ( $self->maximum ) {
203 $string .= ' and' if $self->minimum;
204 $string .= ' at most '.sprintf($money, $self->maximum);
206 if ( $self->limit_credit ) {
207 if ( $self->maximum ) {
208 $string .= ", or the customer's credit balance, whichever is less.";
210 $string .= ' and' if $self->minimum;
211 $string .= " not more than the customer's credit balance";
218 =item lineitem INVOICE
220 Given INVOICE (an L<FS::cust_bill>), returns an L<FS::cust_bill_pkg> object
221 representing the invoice line item for the fee, with linked
222 L<FS::cust_bill_pkg_fee> record(s) allocating the fee to the invoice or
223 its line items, as appropriate.
225 If the fee is going to be charged on the upcoming invoice (credit card
226 processing fees, postal invoice fees), INVOICE should be an uninserted
227 L<FS::cust_bill> object where the 'cust_bill_pkg' property is an arrayref
228 of the non-fee line items that will appear on the invoice.
234 my $cust_bill = shift;
235 my $cust_main = $cust_bill->cust_main;
237 my $amount = 0 + $self->get('amount');
238 my $total_base; # sum of base line items
239 my @items; # base line items (cust_bill_pkg records)
240 my @item_base; # charged/owed of that item (sequential w/ @items)
241 my @item_fee; # fee amount of that item (sequential w/ @items)
242 my @cust_bill_pkg_fee; # link record
244 warn "Calculating fee: ".$self->itemdesc." on ".
245 ($cust_bill->invnum ? "invoice #".$cust_bill->invnum : "current invoice").
247 if ( $self->percent > 0 and $self->basis ne '' ) {
248 warn $self->percent . "% of amount ".$self->basis.")\n"
251 # $total_base: the total charged/owed on the invoice
252 # %item_base: billpkgnum => fraction of base amount
253 if ( $cust_bill->invnum ) {
254 my $basis = $self->basis;
255 $total_base = $cust_bill->$basis; # "charged", "owed"
257 # calculate the fee on an already-inserted past invoice. This may have
258 # payments or credits, so if basis = owed, we need to consider those.
259 my $basis_sql = $basis.'_sql';
260 my $sql = 'SELECT ' . FS::cust_bill_pkg->$basis_sql .
261 ' FROM cust_bill_pkg WHERE billpkgnum = ?';
262 @items = $cust_bill->cust_bill_pkg;
263 @item_base = map { FS::Record->scalar_sql($sql, $_->billpkgnum) }
266 # the fee applies to _this_ invoice. It has no payments or credits, so
267 # "charged" and "owed" basis are both just the invoice amount, and
268 # the line item amounts (setup + recur)
269 $total_base = $cust_bill->charged;
270 @items = @{ $cust_bill->get('cust_bill_pkg') };
271 @item_base = map { $_->setup + $_->recur }
275 $amount += $total_base * $self->percent / 100;
278 if ( $self->minimum ne '' and $amount < $self->minimum ) {
279 warn "Applying mininum fee\n" if $DEBUG;
280 $amount = $self->minimum;
283 my $maximum = $self->maximum;
284 if ( $self->limit_credit ) {
285 my $balance = $cust_bill->cust_main->balance;
286 if ( $balance >= 0 ) {
287 warn "Credit balance is zero, so fee is zero" if $DEBUG;
288 return; # don't bother doing estimated tax, etc.
289 } elsif ( -1 * $balance < $maximum ) {
290 $maximum = -1 * $balance;
293 if ( $maximum ne '' and $amount > $maximum ) {
294 warn "Applying maximum fee\n" if $DEBUG;
298 # at this point, if the fee is zero, return nothing
299 return if $amount < 0.005;
300 $amount = sprintf('%.2f', $amount);
302 my $cust_bill_pkg = FS::cust_bill_pkg->new({
303 feepart => $self->feepart,
305 # no sdate/edate, right?
310 if ( $maximum and $self->taxable ) {
311 warn "Estimating taxes on fee.\n" if $DEBUG;
312 # then we need to estimate tax to respect the maximum
313 # XXX currently doesn't work with external (tax_rate) taxes
314 # or batch taxes, obviously
315 my $taxlisthash = {};
316 my $error = $cust_main->_handle_taxes(
319 location => $cust_main->ship_location
322 # $taxlisthash: tax identifier => [ cust_main_county, cust_bill_pkg... ]
323 my @taxes = map { $_->[0] } values %$taxlisthash;
325 $total_rate += $_->tax;
327 if ($total_rate > 0) {
328 my $max_cents = $maximum * 100;
329 my $charge_cents = sprintf('%0.f', $max_cents * 100/(100 + $total_rate));
330 # the actual maximum that we can charge...
331 $maximum = sprintf('%.2f', $charge_cents / 100.00);
332 $amount = $maximum if $amount > $maximum;
334 } # if $maximum and $self->taxable
336 # set the amount that we'll charge
337 $cust_bill_pkg->set( $self->setuprecur, $amount );
339 if ( $self->classnum ) {
340 my $pkg_category = $self->pkg_class->pkg_category;
341 $cust_bill_pkg->set('section' => $pkg_category->categoryname)
345 # if this is a percentage fee and has line item fractions,
346 # adjust them to be proportional and to add up correctly.
348 my $cents = $amount * 100;
349 # not necessarily the same as percent
350 my $multiplier = $amount / $total_base;
351 for (my $i = 0; $i < scalar(@items); $i++) {
352 my $fee = sprintf('%.2f', $item_base[$i] * $multiplier);
353 $item_fee[$i] = $fee;
354 $cents -= $fee * 100;
356 # correct rounding error
357 while ($cents >= 0.5 or $cents < -0.5) {
358 foreach my $fee (@item_fee) {
359 if ( $cents >= 0.5 ) {
362 } elsif ( $cents < -0.5 ) {
368 # and add them to the cust_bill_pkg
369 for (my $i = 0; $i < scalar(@items); $i++) {
370 if ( $item_fee[$i] > 0 ) {
371 push @cust_bill_pkg_fee, FS::cust_bill_pkg_fee->new({
372 cust_bill_pkg => $cust_bill_pkg,
373 base_invnum => $cust_bill->invnum,
374 amount => $item_fee[$i],
375 base_cust_bill_pkg => $items[$i], # late resolve
379 } else { # if !@item_base
380 # then this isn't a proportional fee, so it just applies to the
382 # (if it's the current invoice, $cust_bill->invnum is null and that
383 # will be fixed later)
384 push @cust_bill_pkg_fee, FS::cust_bill_pkg_fee->new({
385 cust_bill_pkg => $cust_bill_pkg,
386 base_invnum => $cust_bill->invnum,
391 # cust_bill_pkg::insert will handle this
392 $cust_bill_pkg->set('cust_bill_pkg_fee', \@cust_bill_pkg_fee);
393 # avoid misbehavior by usage() and some other things
394 $cust_bill_pkg->set('details', []);
396 return $cust_bill_pkg;
399 =item itemdesc_locale LOCALE
401 Returns a customer-viewable description of this fee for the given locale,
402 from the part_fee_msgcat table. If the locale is empty or no localized fee
403 description exists, returns part_fee.itemdesc.
407 sub itemdesc_locale {
408 my ( $self, $locale ) = @_;
409 return $self->itemdesc unless $locale;
410 my $part_fee_msgcat = qsearchs('part_fee_msgcat', {
411 feepart => $self->feepart,
413 }) or return $self->itemdesc;
414 $part_fee_msgcat->itemdesc;
417 =item tax_rates DATA_PROVIDER, GEOCODE
419 Returns the external taxes (L<FS::tax_rate> objects) that apply to this
420 fee, in the location specified by GEOCODE.
426 my ($vendor, $geocode) = @_;
427 return unless $self->taxproductnum;
428 my $taxproduct = FS::part_pkg_taxproduct->by_key($self->taxproductnum);
430 my @taxclassnums = map { $_->taxclassnum }
431 $taxproduct->part_pkg_taxrate($geocode);
432 return unless @taxclassnums;
434 warn "Found taxclassnum values of ". join(',', @taxclassnums) ."\n"
436 my $extra_sql = "AND taxclassnum IN (". join(',', @taxclassnums) . ")";
437 my @taxes = qsearch({ 'table' => 'tax_rate',
438 'hashref' => { 'geocode' => $geocode,
439 'data_vendor' => $vendor },
440 'extra_sql' => $extra_sql,
442 warn "Found taxes ". join(',', map {$_->taxnum} @taxes) ."\n"
448 sub part_pkg_taxoverride {} # we don't do overrides here
452 return ($self->taxproductnum ? 1 : 0);