add skip_dcontext_suffix to skip CDRs with dcontext ending in a definable string...
[freeside.git] / FS / FS / part_pkg / discount_Mixin.pm
index 56c86d5..801737b 100644 (file)
@@ -4,9 +4,12 @@ use strict;
 use vars qw( %info );
 use Time::Local qw( timelocal );
 use List::Util  qw( min );
+use FS::Record qw( qsearchs );
 use FS::cust_pkg;
 use FS::cust_bill_pkg_discount;
 
+%info = ( 'disabled' => 1 );
+
 =head1 NAME
 
 FS::part_pkg::discount_Mixin - Mixin class for part_pkg:: classes that 
@@ -26,11 +29,15 @@ sub calc_recur {
 
 =head METHODS
 
-=item calc_discount
+=item calc_discount CUST_PKG, SDATE, DETAILS_ARRAYREF, PARAM_HASHREF
+
+Takes all the arguments of calc_recur.  Calculates and returns the amount 
+by which to reduce the charge; also increments months used on the discount.
 
-Takes all the arguments of calc_recur.  Calculates and returns  the amount 
-by which to reduce the recurring fee; also increments months used on the 
-discount and generates an invoice detail describing it.
+If there is a setup fee, this will be called once with 'setup_charge' => the
+setup fee amount (and should return the discount to be applied to the setup
+charge, if any), and again without it (for the recurring fee discount). 
+PARAM_HASHREF carries over between the two invocations.
 
 =cut
 
@@ -38,12 +45,15 @@ sub calc_discount {
   my($self, $cust_pkg, $sdate, $details, $param ) = @_;
   my $conf = new FS::Conf;
 
-  my $br = $self->base_recur_permonth($cust_pkg, $sdate);
-  $br += $param->{'override_charges'} if $param->{'override_charges'};
+  my $br = $self->base_recur($cust_pkg, $sdate);
+  $br += $param->{'override_charges'} * ($cust_pkg->part_pkg->freq || 0) if $param->{'override_charges'};
+
   my $tot_discount = 0;
   #UI enforces just 1 for now, will need ordering when they can be stacked
 
+  # discount setup/recur splitting DOES NOT TOUCH THIS YET.
+  # we need some kind of monitoring to see who if anyone still uses term
+  # discounts.
   if ( $param->{freq_override} ) {
     # When a customer pays for more than one month at a time to receive a 
     # term discount, freq_override is set to the number of months.
@@ -74,56 +84,138 @@ sub calc_discount {
   }
 
   my @cust_pkg_discount = $cust_pkg->cust_pkg_discount_active;
+
+  if ( defined $param->{'setup_charge'} ) {
+    @cust_pkg_discount = grep { $_->setuprecur eq 'setup' } @cust_pkg_discount;
+  } else {
+    @cust_pkg_discount = grep { $_->setuprecur eq 'recur' } @cust_pkg_discount;
+  }
+    
   foreach my $cust_pkg_discount ( @cust_pkg_discount ) {
     my $discount_left;
     my $discount = $cust_pkg_discount->discount;
     #UI enforces one or the other (for now?  probably for good)
+    # $chg_months: the number of months we are charging recur for
+    # $months: $chg_months or the months left on the discount, whchever is less
+
+    my $chg_months = $cust_pkg->part_pkg->freq || 1;
+    if ( defined($param->{'months'}) ) { # then override
+      $chg_months = $param->{'months'};
+    }
+
+    my $months = $chg_months;
+    if ( $discount->months ) {
+      $months = min( $chg_months,
+                     $discount->months - $cust_pkg_discount->months_used );
+    }
+
+    # $amount is now the (estimated) discount amount on the recurring charge.
+    # if it's a percent discount, that's base recur * percentage.
+
     my $amount = 0;
-    $amount += $discount->amount
-        if $cust_pkg->pkgpart == $param->{'real_pkgpart'};
-    $amount += sprintf('%.2f', $discount->percent * $br / 100 );
-    my $chg_months = defined($param->{'months'}) ?
-                      $param->{'months'} :
-                      $cust_pkg->part_pkg->freq;
-
-    my $months = $discount->months
-    ? min( $chg_months,
-      $discount->months - $cust_pkg_discount->months_used )
-    : $chg_months;
 
     if (defined $param->{'setup_charge'}) {
-        next unless $discount->setup;
+
+        # we are calculating the setup discount.
+        # if this discount doesn't apply to setup fees, skip it.
+        # if it's a percent discount, set $amount = percent * setup_charge.
+        # if it's a flat amount discount for one month:
+        # - if the discount amount > setup_charge, then set it to setup_charge,
+        #   and set 'discount_left_recur' to the difference.
+        # - otherwise set it to just the discount amount.
+        # if it's a flat amount discount for other than one month:
+        # - skip the discount. unsure, leaving it alone for now.
+
+        $months = 0; # never count a setup discount as a month of discount
+                     # (the recur discount in the same month should do it)
 
         if ( $discount->percent > 0 ) {
-            $amount = sprintf('%.2f', $discount->percent * $param->{'setup_charge'} / 100 );
-            $months = 1;
-        } elsif ( $discount->amount > 0 && $discount->months == 1) {
-            $discount_left = $param->{'setup_charge'} - $discount->amount;
-            $amount = $param->{'setup_charge'} if $discount_left < 0;
-            $amount = $discount->amount if $discount_left >= 0;
-            $months = 1;
-                
+            $amount = $discount->percent * $param->{'setup_charge'} / 100;
+        } elsif ( $discount->amount > 0 ) {
+            # apply the discount amount, up to a maximum of the setup charge
+            $amount = min($discount->amount, $param->{'setup_charge'});
+            $discount_left = sprintf('%.2f', $discount->amount - $amount);
             # transfer remainder of discount, if any, to recur
-            $param->{'discount_left_recur'}{$discount->discountnum} = 
-                0 - $discount_left if $discount_left < 0;
-        } else {
-            next; 
+            $param->{'discount_left_recur'}{$discount->discountnum} = $discount_left;
         }
-    } elsif ( defined $param->{'discount_left_recur'}{$discount->discountnum}
-              && $param->{'discount_left_recur'}{$discount->discountnum} > 0
-            ) {
-        # use up transferred remainder of discount from setup
+
+    } else {
+      
+      # we are calculating a recurring fee discount. estimate the recurring
+      # fee. Note we use $months here rather than $chg_months so that if the
+      # remaining discount amount is for less time than the package period,
+      # the "estimated recurring fee" is only for as long as the discount
+      # lasts.
+
+      my $recur_charge = $br * $months / $self->freq;
+      # round this, because the real recur charge is rounded
+      $recur_charge = sprintf('%.2f', $recur_charge);
+
+      # if it's a percentage discount, calculate it based on that estimate.
+      # otherwise use the flat amount.
+      
+      if ( $discount->percent > 0 ) {
+        $amount = $recur_charge * $discount->percent / 100;
+      } elsif ( $discount->amount > 0
+                and $cust_pkg->pkgpart == $param->{'real_pkgpart'} ) {
+        $amount = $discount->amount * $months;
+      }
+
+      if ( exists $param->{'discount_left_recur'}{$discount->discountnum} ) {
+        # there is a discount_left_recur entry for this discountnum, so this
+        # is the second (recur) pass on the discount.  use up transferred
+        # remainder of discount from setup.
+        #
+        # note that discount_left_recur can now be zero.
         $amount = $param->{'discount_left_recur'}{$discount->discountnum};
         $param->{'discount_left_recur'}{$discount->discountnum} = 0;
-        $months = 1;
-    } elsif (    $discount->setup
-              && $discount->months == 1
-              && $discount->amount > 0
-            ) {
-        next;
-    }
+        $months = 1; # XXX really? not $chg_months?
+      }
+      #elsif (    $discount->setup
+      #          && ($discount->months || 0) == 1
+      #          && $discount->amount > 0
+      #        ) {
+      #    next;
+      #
+      #    RT #11512: bugfix to prevent applying flat discount to both setup
+      #    and recur. The original implementation ignored discount_left_recur
+      #    if it was zero, so if the setup fee used up the entire flat 
+      #    discount, the recurring charge would get to use the entire flat
+      #    discount also. This bugfix was a kludge. Instead, we now allow
+      #    discount_left_recur to be zero in that case, and then the available
+      #    recur discount is zero. 
+      #}
+
+      # Transfer remainder of discount, if any, to setup
+      # This is used when the recur phase wants to add a setup fee
+      # (prorate_defer_bill): the "discount_left_setup" amount will
+      # be subtracted in _make_lines. 
+      if ( $discount->amount > 0 && ($discount->months || 0) != 1 )
+      {
+        # make sure there is a setup discount with this discountnum
+        # on the same package.
+        if ( qsearchs('cust_pkg_discount', {
+              pkgnum      => $cust_pkg->pkgnum,
+              discountnum => $discount->discountnum,
+              setuprecur  => 'setup'
+            }) )
+        {
+          # $amount is no longer permonth at this point! correct. very good.
+          $discount_left = $amount - $recur_charge; # backward, as above
+          if ( $discount_left > 0 ) {
+            $amount = $recur_charge;
+            $param->{'discount_left_setup'}{$discount->discountnum} = 
+              0 - $discount_left;
+          }
+        }
+      }
+
+      # cap the discount amount at the recur charge
+      $amount = min($amount, $recur_charge);
 
-    if ( ! defined $param->{'setup_charge'} ) {
+      # if this is the base pkgpart, schedule increment_months_used to run at
+      # the end of billing. (addon packages haven't been calculated yet, so
+      # don't let the discount expire during the billing process. RT#17045.)
       if ( $cust_pkg->pkgpart == $param->{'real_pkgpart'} ) {
         push @{ $param->{precommit_hooks} }, sub {
           my $error = $cust_pkg_discount->increment_months_used($months);
@@ -131,28 +223,12 @@ sub calc_discount {
         };
       }
 
-      $amount = min($amount, $br);
-      $amount *= $months;
-    }
+    } # else not 'setup_charge'
 
     $amount = sprintf('%.2f', $amount + 0.00000001 ); #so 1.005 rounds to 1.01
 
     next unless $amount > 0;
 
-    # transfer remainder of discount, if any, to setup
-    if ( $discount->setup && $discount->amount > 0
-        && (!$discount->months || $discount->months != 1)
-        && !defined $param->{'setup_charge'}
-       )
-    {
-      $discount_left = $br - $amount;
-      if ( $discount_left < 0 ) {
-        $amount = $br;
-        $param->{'discount_left_setup'}{$discount->discountnum} = 
-          0 - $discount_left;
-      }
-    }
-
     #record details in cust_bill_pkg_discount
     my $cust_bill_pkg_discount = new FS::cust_bill_pkg_discount {
       'pkgdiscountnum' => $cust_pkg_discount->pkgdiscountnum,
@@ -160,30 +236,8 @@ sub calc_discount {
       'months'         => $months,
     };
     push @{ $param->{'discounts'} }, $cust_bill_pkg_discount;
-
-    #add details on discount to invoice
-    my $money_char = $conf->config('money_char') || '$';
-    $months = sprintf('%.2f', $months) if $months =~ /\./;
-
-    my $d = 'Includes ';
-    my $format;
-
-    if ( $months eq '1' ) {
-      $d .= "discount of $money_char$amount each";
-      $format = 'Undiscounted amount: %s%.2f';
-    } else {
-      $d .= 'setup ' if defined $param->{'setup_charge'};
-      $d .= 'discount of '. $discount->description_short;
-      $d .= " for $months month". ( $months!=1 ? 's' : '' )
-       unless defined $param->{'setup_charge'};
-      $d .= ": $money_char$amount" if $months != 1 || $discount->percent;
-      $format = 'Undiscounted monthly amount: %s%.2f';
-    }
-
-    push @$details, $d;
-    push @$details, sprintf $format, $money_char, $br;
-
     $tot_discount += $amount;
+
   }
 
   sprintf('%.2f', $tot_discount);