X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=FS%2FFS%2Fcust_credit.pm;h=aebf25922305dd51d2efb781355410db95ff46f4;hp=d5b6ff465a8b359a59b9afc2c03ba467324d9c43;hb=44dcd4a1ff335a85a6babf0e007be57e6ec4f525;hpb=c648976f0b7975f2328ebd7ba8c711fad0ca4195 diff --git a/FS/FS/cust_credit.pm b/FS/FS/cust_credit.pm index d5b6ff465..aebf25922 100644 --- a/FS/FS/cust_credit.pm +++ b/FS/FS/cust_credit.pm @@ -1,34 +1,44 @@ package FS::cust_credit; +use base qw( FS::otaker_Mixin FS::cust_main_Mixin FS::reason_Mixin + FS::Record ); use strict; -use vars qw( @ISA $conf $unsuspendauto $me $DEBUG ); +use vars qw( $conf $me $DEBUG + $otaker_upgrade_kludge $ignore_empty_reasonnum + ); +use List::Util qw( min ); use Date::Format; -use FS::UID qw( dbh getotaker ); -use FS::Misc qw(send_email); +use FS::UID qw( dbh ); use FS::Record qw( qsearch qsearchs dbdef ); -use FS::cust_main_Mixin; -use FS::cust_main; +use FS::CurrentUser; +use FS::cust_pkg; use FS::cust_refund; use FS::cust_credit_bill; use FS::part_pkg; use FS::reason_type; use FS::reason; +use FS::cust_event; +use FS::agent; +use FS::sales; +use FS::cust_credit_void; +use FS::cust_bill_pkg; +use FS::upgrade_journal; -@ISA = qw( FS::cust_main_Mixin FS::Record ); $me = '[ FS::cust_credit ]'; $DEBUG = 0; +$otaker_upgrade_kludge = 0; +$ignore_empty_reasonnum = 0; + #ask FS::UID to run this stuff for us later $FS::UID::callback{'FS::cust_credit'} = sub { $conf = new FS::Conf; - $unsuspendauto = $conf->exists('unsuspendauto'); }; our %reasontype_map = ( 'referral_credit_type' => 'Referral Credit', 'cancel_credit_type' => 'Cancellation Credit', - 'signup_credit_type' => 'Self-Service Credit', ); =head1 NAME @@ -75,9 +85,9 @@ Amount of the credit Specified as a UNIX timestamp; see L. Also see L and L for conversion functions. -=item otaker +=item usernum -Order taker (assigned automatically, see L) +Order taker (see L) =item reason @@ -87,10 +97,18 @@ Text ( deprecated ) Reason (see L) +=item addlinfo + +Text + =item closed Books closed flag, empty or `Y' +=item pkgnum + +Desired pkgnum when using experimental package balances. + =back =head1 METHODS @@ -104,18 +122,34 @@ Creates a new credit. To add the credit to the database, see L<"insert">. =cut sub table { 'cust_credit'; } -sub cust_linked { $_[0]->cust_main_custnum; } +sub cust_linked { $_[0]->cust_main_custnum || $_[0]->custnum } sub cust_unlinked_msg { my $self = shift; "WARNING: can't find cust_main.custnum ". $self->custnum. ' (cust_credit.crednum '. $self->crednum. ')'; } -=item insert +=item insert [ OPTION => VALUE ... ] Adds this credit to the database ("Posts" the credit). If there is an error, returns the error, otherwise returns false. +Ooptions are passed as a list of keys and values. Available options: + +=over 4 + +=item reason_type + +L type for newly-inserted reason + +=item cust_credit_source_bill_pkg + +An arrayref of +L objects. +They will have their crednum set and will be inserted along with this credit. + +=back + =cut sub insert { @@ -135,16 +169,23 @@ sub insert { my $cust_main = qsearchs( 'cust_main', { 'custnum' => $self->custnum } ); my $old_balance = $cust_main->balance; - unless ($self->reasonnum) { - my $result = $self->reason( $self->getfield('reason'), - exists($options{ 'reason_type' }) - ? ('reason_type' => $options{ 'reason_type' }) - : (), - ); - unless($result) { + if (!$self->reasonnum) { + my $reason_text = $self->get('reason') + or return "reason text or existing reason required"; + my $reason_type = $options{'reason_type'} + or return "reason type required"; + + local $@; + my $reason = FS::reason->new_or_existing( + reason => $reason_text, + type => $reason_type, + class => 'R', + ); + if ($@) { $dbh->rollback if $oldAutoCommit; - return "failed to set reason for $me: ". $dbh->errstr; + return "failed to set credit reason: $@"; } + $self->set('reasonnum', $reason->reasonnum); } $self->setfield('reason', ''); @@ -155,18 +196,21 @@ sub insert { return "error inserting $self: $error"; } + if ( $options{'cust_credit_source_bill_pkg'} ) { + foreach my $ccsbr ( @{ $options{'cust_credit_source_bill_pkg'} } ) { + $ccsbr->crednum( $self->crednum ); + $error = $ccsbr->insert; + if ( $error ) { + $dbh->rollback if $oldAutoCommit; + return "error inserting $ccsbr: $error"; + } + } + } + $dbh->commit or die $dbh->errstr if $oldAutoCommit; - #false laziness w/ cust_credit::insert - if ( $unsuspendauto && $old_balance && $cust_main->balance <= 0 ) { - my @errors = $cust_main->unsuspend; - #return - # side-fx with nested transactions? upstack rolls back? - warn "WARNING:Errors unsuspending customer ". $cust_main->custnum. ": ". - join(' / ', @errors) - if @errors; - } - #eslaf + # possibly trigger package unsuspend, doesn't abort transaction on failure + $self->unsuspend_balance if $old_balance; $dbh->commit or die $dbh->errstr if $oldAutoCommit; @@ -185,6 +229,8 @@ the void method instead to leave a record of the deleted credit. # very similar to FS::cust_pay::delete sub delete { my $self = shift; + my %opt = @_; + return "Can't delete closed credit" if $self->closed =~ /^Y/i; local $SIG{HUP} = 'IGNORE'; @@ -220,48 +266,23 @@ sub delete { return $error; } - if ( $conf->config('deletecredits') ne '' ) { - - my $cust_main = $self->cust_main; - - my $error = send_email( - 'from' => $conf->config('invoice_from'), #??? well as good as any - 'to' => $conf->config('deletecredits'), - 'subject' => 'FREESIDE NOTIFICATION: Credit deleted', - 'body' => [ - "This is an automatic message from your Freeside installation\n", - "informing you that the following credit has been deleted:\n", - "\n", - 'crednum: '. $self->crednum. "\n", - 'custnum: '. $self->custnum. - " (". $cust_main->last. ", ". $cust_main->first. ")\n", - 'amount: $'. sprintf("%.2f", $self->amount). "\n", - 'date: '. time2str("%a %b %e %T %Y", $self->_date). "\n", - 'reason: '. $self->reason. "\n", - ], - ); - - if ( $error ) { - $dbh->rollback if $oldAutoCommit; - return "can't send credit deletion notification: $error"; - } - - } - $dbh->commit or die $dbh->errstr if $oldAutoCommit; ''; } -=item replace OLD_RECORD +=item replace [ OLD_RECORD ] You can, but probably shouldn't modify credits... +Replaces the OLD_RECORD with this one in the database, or, if OLD_RECORD is not +supplied, replaces this record. If there is an error, returns the error, +otherwise returns false. + =cut sub replace { - #return "Can't modify credit!" my $self = shift; return "Can't modify closed credit" if $self->closed =~ /^Y/i; $self->SUPER::replace(@_); @@ -278,22 +299,35 @@ methods. sub check { my $self = shift; - $self->otaker(getotaker) unless ($self->otaker); + $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum; my $error = $self->ut_numbern('crednum') || $self->ut_number('custnum') || $self->ut_numbern('_date') || $self->ut_money('amount') - || $self->ut_alpha('otaker') + || $self->ut_alphan('otaker') || $self->ut_textn('reason') - || $self->ut_foreign_key('reasonnum', 'reason', 'reasonnum') + || $self->ut_textn('addlinfo') || $self->ut_enum('closed', [ '', 'Y' ]) + || $self->ut_foreign_keyn('pkgnum', 'cust_pkg', 'pkgnum') + || $self->ut_foreign_keyn('eventnum', 'cust_event', 'eventnum') + || $self->ut_foreign_keyn('commission_agentnum', 'agent', 'agentnum') + || $self->ut_foreign_keyn('commission_salesnum', 'sales', 'salesnum') + || $self->ut_foreign_keyn('commission_pkgnum', 'cust_pkg', 'pkgnum') + || $self->ut_foreign_keyn('commission_invnum', 'cust_bill', 'invnum') ; return $error if $error; + my $method = $ignore_empty_reasonnum ? 'ut_foreign_keyn' : 'ut_foreign_key'; + $error = $self->$method('reasonnum', 'reason', 'reasonnum'); + return $error if $error; + return "amount must be > 0 " if $self->amount <= 0; + return "amount must be greater or equal to amount applied" + if $self->unapplied < 0 && ! $otaker_upgrade_kludge; + return "Unknown customer" unless qsearchs( 'cust_main', { 'custnum' => $self->custnum } ); @@ -302,6 +336,58 @@ sub check { $self->SUPER::check; } +=item void [ REASON ] + +Voids this credit: deletes the credit and all associated applications and +adds a record of the voided credit to the cust_credit_void table. + +=cut + +sub void { + my $self = shift; + my $reason = shift; + + unless (ref($reason) || !$reason) { + $reason = FS::reason->new_or_existing( + 'class' => 'X', + 'type' => 'Void credit', + 'reason' => $reason + ); + } + + local $SIG{HUP} = 'IGNORE'; + local $SIG{INT} = 'IGNORE'; + local $SIG{QUIT} = 'IGNORE'; + local $SIG{TERM} = 'IGNORE'; + local $SIG{TSTP} = 'IGNORE'; + local $SIG{PIPE} = 'IGNORE'; + + my $oldAutoCommit = $FS::UID::AutoCommit; + local $FS::UID::AutoCommit = 0; + my $dbh = dbh; + + my $cust_credit_void = new FS::cust_credit_void ( { + map { $_ => $self->get($_) } $self->fields + } ); + $cust_credit_void->set('void_reasonnum', $reason->reasonnum) if $reason; + my $error = $cust_credit_void->insert; + if ( $error ) { + $dbh->rollback if $oldAutoCommit; + return $error; + } + + $error = $self->delete(); + if ( $error ) { + $dbh->rollback if $oldAutoCommit; + return $error; + } + + $dbh->commit or die $dbh->errstr if $oldAutoCommit; + + ''; + +} + =item cust_credit_refund Returns all refund applications (see L) for this credit. @@ -310,6 +396,7 @@ Returns all refund applications (see L) for this credit. sub cust_credit_refund { my $self = shift; + map { $_ } #return $self->num_cust_credit_refund unless wantarray; sort { $a->_date <=> $b->_date } qsearch( 'cust_credit_refund', { 'crednum' => $self->crednum } ) ; @@ -324,6 +411,7 @@ credit. sub cust_credit_bill { my $self = shift; + map { $_ } #return $self->num_cust_credit_bill unless wantarray; sort { $a->_date <=> $b->_date } qsearch( 'cust_credit_bill', { 'crednum' => $self->crednum } ) ; @@ -363,58 +451,6 @@ Returns the customer (see L) for this credit. =cut -sub cust_main { - my $self = shift; - qsearchs( 'cust_main', { 'custnum' => $self->custnum } ); -} - - -=item reason - -Returns the text of the associated reason (see L) for this credit. - -=cut - -sub reason { - my ($self, $value, %options) = @_; - my $dbh = dbh; - my $reason; - my $typenum = $options{'reason_type'}; - - my $oldAutoCommit = $FS::UID::AutoCommit; # this should already be in - local $FS::UID::AutoCommit = 0; # a transaction if it matters - - if ( defined( $value ) ) { - my $hashref = { 'reason' => $value }; - $hashref->{'reason_type'} = $typenum if $typenum; - my $addl_from = "LEFT JOIN reason_type ON ( reason_type = typenum ) "; - my $extra_sql = " AND reason_type.class='R'"; - - $reason = qsearchs( { 'table' => 'reason', - 'hashref' => $hashref, - 'addl_from' => $addl_from, - 'extra_sql' => $extra_sql, - } ); - - if (!$reason && $typenum) { - $reason = new FS::reason( { 'reason_type' => $typenum, - 'reason' => $value, - 'disabled' => 'Y', - } ); - $reason->insert and $reason = undef; - } - - $self->reasonnum($reason ? $reason->reasonnum : '') ; - warn "$me reason used in set mode with non-existant reason -- clearing" - unless $reason; - } - $reason = qsearchs( 'reason', { 'reasonnum' => $self->reasonnum } ); - - $dbh->commit or die $dbh->errstr if $oldAutoCommit; - - $reason ? $reason->reason : ''; -} - # _upgrade_data # # Used by FS::Upgrade to migrate to a new database. @@ -424,56 +460,9 @@ sub _upgrade_data { # class method warn "$me upgrading $class\n" if $DEBUG; - if (defined dbdef->table($class->table)->column('reason')) { - - warn "$me Checking for unmigrated reasons\n" if $DEBUG; - - my @cust_credits = qsearch({ 'table' => $class->table, - 'hashref' => {}, - 'extra_sql' => 'WHERE reason IS NOT NULL', - }); - - if (scalar(grep { $_->getfield('reason') =~ /\S/ } @cust_credits)) { - warn "$me Found unmigrated reasons\n" if $DEBUG; - my $hashref = { 'class' => 'R', 'type' => 'Legacy' }; - my $reason_type = qsearchs( 'reason_type', $hashref ); - unless ($reason_type) { - $reason_type = new FS::reason_type( $hashref ); - my $error = $reason_type->insert(); - die "$class had error inserting FS::reason_type into database: $error\n" - if $error; - } - - $hashref = { 'reason_type' => $reason_type->typenum, - 'reason' => '(none)' - }; - my $noreason = qsearchs( 'reason', $hashref ); - unless ($noreason) { - $hashref->{'disabled'} = 'Y'; - $noreason = new FS::reason( $hashref ); - my $error = $noreason->insert(); - die "can't insert legacy reason '(none)' into database: $error\n" - if $error; - } - - foreach my $cust_credit ( @cust_credits ) { - my $reason = $cust_credit->getfield('reason'); - warn "Contemplating reason $reason\n" if $DEBUG > 1; - if ($reason =~ /\S/) { - $cust_credit->reason($reason, 'reason_type' => $reason_type->typenum) - or die "can't insert legacy reason $reason into database\n"; - }else{ - $cust_credit->reasonnum($noreason->reasonnum); - } - - $cust_credit->setfield('reason', ''); - my $error = $cust_credit->replace; + $class->_upgrade_reasonnum(%opts); - warn "*** WARNING: error replacing reason in $class ". - $cust_credit->crednum. ": $error ***\n" - if $error; - } - } + if (defined dbdef->table($class->table)->column('reason')) { warn "$me Ensuring existance of auto reasons\n" if $DEBUG; @@ -525,8 +514,104 @@ sub _upgrade_data { # class method } } - ''; - + local($otaker_upgrade_kludge) = 1; + local($ignore_empty_reasonnum) = 1; + $class->_upgrade_otaker(%opts); + + if ( !FS::upgrade_journal->is_done('cust_credit__tax_link') + and !$conf->config('tax_data_vendor') ) { + # RT#25458: fix credit line item applications that should refer to a + # specific tax allocation + my @cust_credit_bill_pkg = qsearch({ + table => 'cust_credit_bill_pkg', + select => 'cust_credit_bill_pkg.*', + addl_from => ' LEFT JOIN cust_bill_pkg USING (billpkgnum)', + extra_sql => + 'WHERE cust_credit_bill_pkg.billpkgtaxlocationnum IS NULL '. + 'AND cust_bill_pkg.pkgnum = 0', # is a tax + }); + my %tax_items; + my %credits; + foreach (@cust_credit_bill_pkg) { + my $billpkgnum = $_->billpkgnum; + $tax_items{$billpkgnum} ||= FS::cust_bill_pkg->by_key($billpkgnum); + $credits{$billpkgnum} ||= []; + push @{ $credits{$billpkgnum} }, $_; + } + TAX_ITEM: foreach my $tax_item (values %tax_items) { + my $billpkgnum = $tax_item->billpkgnum; + # get all pkg/location/taxrate allocations of this tax line item + my @allocations = sort {$b->amount <=> $a->amount} + qsearch('cust_bill_pkg_tax_location', { + billpkgnum => $billpkgnum + }); + # and these are all credit applications to it + my @credits = sort {$b->amount <=> $a->amount} + @{ $credits{$billpkgnum} }; + my $c = shift @credits; + my $a = shift @allocations; # we will NOT modify these + while ($c and $a) { + if ( abs($c->amount - $a->amount) < 0.005 ) { + # by far the most common case: the tax line item is for a single + # tax, so we just fill in the billpkgtaxlocationnum + $c->set('billpkgtaxlocationnum', $a->billpkgtaxlocationnum); + my $error = $c->replace; + if ($error) { + warn "error fixing credit application to tax item #$billpkgnum:\n$error\n"; + next TAX_ITEM; + } + $c = shift @credits; + $a = shift @allocations; + } elsif ( $c->amount > $a->amount ) { + # fairly common: the tax line contains tax for multiple packages + # (or multiple taxes) but the credit isn't divided up + my $new_link = FS::cust_credit_bill_pkg->new({ + creditbillnum => $c->creditbillnum, + billpkgnum => $c->billpkgnum, + billpkgtaxlocationnum => $a->billpkgtaxlocationnum, + amount => $a->amount, + setuprecur => 'setup', + }); + my $error = $new_link->insert; + if ($error) { + warn "error fixing credit application to tax item #$billpkgnum:\n$error\n"; + next TAX_ITEM; + } + $c->set(amount => sprintf('%.2f', $c->amount - $a->amount)); + $a = shift @allocations; + } elsif ( $c->amount < 0.005 ) { + # also fairly common; we can delete these with no harm + my $error = $c->delete; + warn "error removing zero-amount credit application (probably harmless):\n$error\n" if $error; + $c = shift @credits; + } elsif ( $c->amount < $a->amount ) { + # should never happen, but if it does, handle it gracefully + $c->set('billpkgtaxlocationnum', $a->billpkgtaxlocationnum); + my $error = $c->replace; + if ($error) { + warn "error fixing credit application to tax item #$billpkgnum:\n$error\n"; + next TAX_ITEM; + } + $a->set(amount => $a->amount - $c->amount); + $c = shift @credits; + } + } # while $c and $a + if ( $c ) { + if ( $c->amount < 0.005 ) { + my $error = $c->delete; + warn "error removing zero-amount credit application (probably harmless):\n$error\n" if $error; + } elsif ( $c->modified ) { + # then we've allocated part of it, so reduce the nonspecific + # application by that much + my $error = $c->replace; + warn "error fixing credit application to tax item #$billpkgnum:\n$error\n" if $error; + } + # else there are probably no allocations, i.e. this is a pre-3.x + # record that was never migrated over, so leave it alone + } # if $c + } # foreach $tax_item + FS::upgrade_journal->set_done('cust_credit__tax_link'); + } } =back @@ -542,17 +627,24 @@ Returns an SQL fragment to retreive the unapplied amount. =cut sub unapplied_sql { - #my $class = shift; + my ($class, $start, $end) = @_; + + my $bill_start = $start ? "AND cust_credit_bill._date <= $start" : ''; + my $bill_end = $end ? "AND cust_credit_bill._date > $end" : ''; + my $refund_start = $start ? "AND cust_credit_refund._date <= $start" : ''; + my $refund_end = $end ? "AND cust_credit_refund._date > $end" : ''; "amount - COALESCE( ( SELECT SUM(amount) FROM cust_credit_refund - WHERE cust_credit.crednum = cust_credit_refund.crednum ) + WHERE cust_credit.crednum = cust_credit_refund.crednum + $refund_start $refund_end ) ,0 ) - COALESCE( ( SELECT SUM(amount) FROM cust_credit_bill - WHERE cust_credit.crednum = cust_credit_bill.crednum ) + WHERE cust_credit.crednum = cust_credit_bill.crednum + $bill_start $bill_end ) ,0 ) "; @@ -574,6 +666,579 @@ sub credited_sql { unapplied_sql(); } +=item calculate_tax_adjustment PARAMS + +Calculate the amount of tax that needs to be credited as part of a lineitem +credit. + +PARAMS must include: + +- billpkgnums: arrayref identifying the line items to credit +- setuprecurs: arrayref of 'setup' or 'recur', indicating which part of + the lineitem charge is being credited +- amounts: arrayref of the amounts to credit on each line item +- custnum: the customer all of these invoices belong to, for error checking + +Returns a hash containing: +- subtotal: the total non-tax amount to be credited (the sum of the 'amounts') +- taxtotal: the total tax amount to be credited +- taxlines: an arrayref of hashrefs for each tax line to be credited, each with: + - table: "cust_bill_pkg_tax_location" or "cust_bill_pkg_tax_rate_location" + - num: the key within that table + - credit: the credit amount to apply to that line + +=cut + +sub calculate_tax_adjustment { + my ($class, %arg) = @_; + + my $error; + my @taxlines; + my $subtotal = 0; + my $taxtotal = 0; + + my (%cust_bill_pkg, %cust_bill); + + for (my $i = 0; ; $i++) { + my $billpkgnum = $arg{billpkgnums}[$i] + or last; + my $setuprecur = $arg{setuprecurs}[$i]; + my $amount = $arg{amounts}[$i]; + next if $amount == 0; + $subtotal += $amount; + my $cust_bill_pkg = $cust_bill_pkg{$billpkgnum} + ||= FS::cust_bill_pkg->by_key($billpkgnum) + or die "lineitem #$billpkgnum not found\n"; + + my $invnum = $cust_bill_pkg->invnum; + $cust_bill{ $invnum } ||= FS::cust_bill->by_key($invnum); + $cust_bill{ $invnum}->custnum == $arg{custnum} + or die "lineitem #$billpkgnum not found\n"; + + # tax_Xlocation records don't distinguish setup and recur, so calculate + # the fraction of setup+recur (after deducting credits) that's setup. This + # will also be the fraction of tax (after deducting credits) that's tax on + # setup. + my ($setup, $recur); + $setup = $cust_bill_pkg->get('setup') || 0; + if ($setup) { + $setup -= $cust_bill_pkg->credited('', '', setuprecur => 'setup') || 0; + } + $recur = $cust_bill_pkg->get('recur') || 0; + if ($recur) { + $recur -= $cust_bill_pkg->credited('', '', setuprecur => 'recur') || 0; + } + my $setup_ratio = $setup / ($setup + $recur); + + # Calculate the fraction of tax to credit: it's the fraction of this charge + # (either setup or recur) that's being credited. + my $charged = ($setuprecur eq 'setup') ? $setup : $recur; + next if $charged == 0; # shouldn't happen, but still... + + if ($charged < $amount) { + $error = "invoice #$invnum: tried to credit $amount, but only $charged was charged"; + last; + } + my $credit_ratio = $amount / $charged; + + # gather taxes that apply to the selected item + foreach my $table ( + qw(cust_bill_pkg_tax_location cust_bill_pkg_tax_rate_location) + ) { + foreach my $tax_link ( + qsearch($table, { taxable_billpkgnum => $billpkgnum }) + ) { + my $tax_amount = $tax_link->amount; + # deduct existing credits applied to the tax, for the same reason as + # above + foreach ($tax_link->cust_credit_bill_pkg) { + $tax_amount -= $_->amount; + } + # split tax amount based on setuprecur + # (this method ensures that, if you credit both setup and recur tax, + # it always equals the entire tax despite any rounding) + my $setup_tax = sprintf('%.2f', $tax_amount * $setup_ratio); + if ( $setuprecur eq 'setup' ) { + $tax_amount = $setup_tax; + } else { + $tax_amount = $tax_amount - $setup_tax; + } + my $tax_credit = sprintf('%.2f', $tax_amount * $credit_ratio); + my $pkey = $tax_link->get($tax_link->primary_key); + push @taxlines, { + table => $table, + num => $pkey, + credit => $tax_credit, + }; + $taxtotal += $tax_credit; + + } #foreach cust_bill_pkg_tax_(rate_)?location + } + } # foreach $billpkgnum + + return ( + subtotal => sprintf('%.2f', $subtotal), + taxtotal => sprintf('%.2f', $taxtotal), + taxlines => \@taxlines, + ); +} + +=item credit_lineitems OPTIONS + +Creates a credit to a group of line items, with a specified amount applied +to each. This will also calculate the tax adjustments for those amounts and +credit the appropriate tax line items. + +Example: + + my $error = FS::cust_credit->credit_lineitems( + + #the lineitems to credit + 'billpkgnums' => \@billpkgnums, + 'setuprecurs' => \@setuprecurs, + 'amounts' => \@amounts, + 'apply' => 1, #0 leaves the credit unapplied + 'set_source' => 1, #creates credit source records for the line items + + #the credit + map { $_ => scalar($cgi->param($_)) } + #fields('cust_credit') + qw( custnum _date amount reasonnum addlinfo ), #pkgnum eventnum + + ); + +C, C, C are required and are parallel +arrays. Each one indicates an amount of credit to be applied to either the +setup or recur portion of a (non-tax) line item. + +C, C<_date>, C, and C will be set on the +credit before it's inserted. + +C is the total amount. If unspecified, the credit will be the sum +of the per-line-item amounts and their tax adjustments. + +=cut + +#maybe i should just be an insert with extra args instead of a class method +sub credit_lineitems { + my( $class, %arg ) = @_; + my $curuser = $FS::CurrentUser::CurrentUser; + + #some false laziness w/misc/xmlhttp-cust_bill_pkg-calculate_taxes.html + + my $cust_main = qsearchs({ + 'table' => 'cust_main', + 'hashref' => { 'custnum' => $arg{custnum} }, + 'extra_sql' => ' AND '. $curuser->agentnums_sql, + }) or return 'unknown customer'; + + + local $SIG{HUP} = 'IGNORE'; + local $SIG{INT} = 'IGNORE'; + local $SIG{QUIT} = 'IGNORE'; + local $SIG{TERM} = 'IGNORE'; + local $SIG{TSTP} = 'IGNORE'; + local $SIG{PIPE} = 'IGNORE'; + + my $oldAutoCommit = $FS::UID::AutoCommit; + local $FS::UID::AutoCommit = 0; + my $dbh = dbh; + + #my @cust_bill_pkg = qsearch({ + # 'select' => 'cust_bill_pkg.*', + # 'table' => 'cust_bill_pkg', + # 'addl_from' => ' LEFT JOIN cust_bill USING (invnum) '. + # ' LEFT JOIN cust_main USING (custnum) ', + # 'extra_sql' => ' WHERE custnum = $custnum AND billpkgnum IN ('. + # join( ',', @{$arg{billpkgnums}} ). ')', + # 'order_by' => 'ORDER BY invnum ASC, billpkgnum ASC', + #}); + + my $error = ''; + + # first, determine the tax adjustments + my %tax_adjust = $class->calculate_tax_adjustment(%arg); + # and determine the amount automatically if it wasn't specified + if ( !exists( $arg{amount} ) ) { + $arg{amount} = sprintf('%.2f', $tax_adjust{subtotal} + $tax_adjust{taxtotal}); + } + + my $set_source = $arg{set_source}; + + # create the credit + my $cust_credit = new FS::cust_credit ( { + map { $_ => $arg{$_} } + #fields('cust_credit') + qw( custnum _date amount reason reasonnum addlinfo ), #pkgnum eventnum + } ); + $error = $cust_credit->insert; + if ( $error ) { + $dbh->rollback if $oldAutoCommit; + return "Error inserting credit: $error"; + } + + unless ( $arg{'apply'} ) { + $dbh->commit or die $dbh->errstr if $oldAutoCommit; + return ''; + } + + #my $subtotal = 0; + # keys in all of these are invoice numbers + my %cust_credit_bill = (); + my %cust_bill_pkg = (); + my %cust_credit_bill_pkg = (); + my %unapplied_payments = (); #invoice numbers, and then billpaynums + my %currency; + + # little private function to unapply payments from a cust_bill_pkg until + # there's a specified amount of unpaid balance on it. + # it's a separate sub because we do it for both tax and nontax items. it's + # private because it needs access to some local data structures. + my $unapply_sub = sub { + my ($cust_bill_pkg, $setuprecur, $need_to_unapply) = @_; + + my $invnum = $cust_bill_pkg->invnum; + + $need_to_unapply -= $cust_bill_pkg->owed($setuprecur); + next if $need_to_unapply < 0.005; + + my $error; + # then unapply payments one at a time (partially if need be) until the + # unpaid balance = the credit amount. + foreach my $cust_bill_pay_pkg ( + $cust_bill_pkg->cust_bill_pay_pkg($setuprecur) + ) { + my $this_amount = $cust_bill_pay_pkg->amount; + if ( $this_amount > $need_to_unapply ) { + # unapply the needed amount + $cust_bill_pay_pkg->set('amount', + sprintf('%.2f', $this_amount - $need_to_unapply)); + $error = $cust_bill_pay_pkg->replace; + $unapplied_payments{$invnum}{$cust_bill_pay_pkg->billpaynum} += $need_to_unapply; + last; # and we're done + + } else { + # unapply it all + $error = $cust_bill_pay_pkg->delete; + $unapplied_payments{$invnum}{$cust_bill_pay_pkg->billpaynum} += $this_amount; + + $need_to_unapply -= $this_amount; + } + + } # foreach $cust_bill_pay_pkg + + # return an error if we somehow still have leftover $need_to_unapply? + + return $error; + }; + + + foreach my $billpkgnum ( @{$arg{billpkgnums}} ) { + my $setuprecur = shift @{$arg{setuprecurs}}; + my $amount = shift @{$arg{amounts}}; + + my $cust_bill_pkg = qsearchs({ + 'table' => 'cust_bill_pkg', + 'hashref' => { 'billpkgnum' => $billpkgnum }, + 'addl_from' => 'LEFT JOIN cust_bill USING (invnum)', + 'extra_sql' => 'AND custnum = '. $cust_main->custnum, + }) or die "unknown billpkgnum $billpkgnum"; + + my $invnum = $cust_bill_pkg->invnum; + + push @{$cust_bill_pkg{$invnum}}, $cust_bill_pkg; + + $cust_credit_bill{$invnum} += $amount; + push @{ $cust_credit_bill_pkg{$invnum} }, + new FS::cust_credit_bill_pkg { + 'billpkgnum' => $billpkgnum, + 'amount' => sprintf('%.2f',$amount), + 'setuprecur' => $setuprecur, + 'sdate' => $cust_bill_pkg->sdate, + 'edate' => $cust_bill_pkg->edate, + }; + + # unapply payments if necessary + $error = &{$unapply_sub}($cust_bill_pkg, $setuprecur, $amount); + + if ( $set_source ) { + $currency{$invnum} ||= $cust_bill_pkg->cust_bill->currency; + my $source = FS::cust_credit_source_bill_pkg->new({ + 'crednum' => $cust_credit->crednum, + 'billpkgnum' => $billpkgnum, + 'amount' => $amount, + 'currency' => $currency{invnum}, + }); + $error ||= $source->insert; + } + + if ( $error ) { + $dbh->rollback if $oldAutoCommit; + return "Error unapplying payment: $error"; + } + } + + # do the same for taxes + foreach my $tax_credit ( @{ $tax_adjust{taxlines} } ) { + my $table = $tax_credit->{table}; + my $tax_link = "FS::$table"->by_key( $tax_credit->{num} ) + or die "tried to credit $table #$tax_credit->{num} but it doesn't exist"; + + my $billpkgnum = $tax_link->billpkgnum; + my $cust_bill_pkg = qsearchs({ + 'table' => 'cust_bill_pkg', + 'hashref' => { 'billpkgnum' => $billpkgnum }, + 'addl_from' => 'LEFT JOIN cust_bill USING (invnum)', + 'extra_sql' => 'AND custnum = '. $cust_main->custnum, + }) or die "unknown billpkgnum $billpkgnum"; + + my $invnum = $cust_bill_pkg->invnum; + push @{$cust_bill_pkg{$invnum}}, $cust_bill_pkg; + + my $amount = $tax_credit->{credit}; + $cust_credit_bill{$invnum} += $amount; + + # create a credit application record to the tax line item, earmarked + # to the specific cust_bill_pkg_Xlocation + push @{ $cust_credit_bill_pkg{$invnum} }, + new FS::cust_credit_bill_pkg { + 'billpkgnum' => $billpkgnum, + 'amount' => sprintf('%.2f', $amount), + 'setuprecur' => 'setup', + $tax_link->primary_key, $tax_credit->{num} + }; + + $error = &{$unapply_sub}($cust_bill_pkg, 'setup', $amount); + + # I guess it's correct to do this for taxes also? + if ( $set_source ) { + $currency{$invnum} ||= $cust_bill_pkg->cust_bill->currency; + my $source = FS::cust_credit_source_bill_pkg->new({ + 'crednum' => $cust_credit->crednum, + 'billpkgnum' => $billpkgnum, + 'amount' => $amount, + 'currency' => $currency{invnum}, + }); + $error ||= $source->insert; + } + + if ( $error ) { + $dbh->rollback if $oldAutoCommit; + return "Error unapplying payment: $error"; + } + } + + ### + # now loop through %cust_credit_bill and insert those + ### + + # (hack to prevent cust_credit_bill_pkg insertion) + local($FS::cust_bill_ApplicationCommon::skip_apply_to_lineitems_hack) = 1; + + foreach my $invnum ( sort { $a <=> $b } keys %cust_credit_bill ) { + + # if we unapplied any payments from line items, also unapply that + # amount from the invoice + foreach my $billpaynum (keys %{$unapplied_payments{$invnum}}) { + my $cust_bill_pay = FS::cust_bill_pay->by_key($billpaynum) + or die "broken payment application $billpaynum"; + my @subapps = $cust_bill_pay->lineitem_applications; + $error = $cust_bill_pay->delete; # can't replace + + my $new_cust_bill_pay = FS::cust_bill_pay->new({ + $cust_bill_pay->hash, + billpaynum => '', + amount => sprintf('%.2f', + $cust_bill_pay->amount + - $unapplied_payments{$invnum}{$billpaynum}), + }); + + if ( $new_cust_bill_pay->amount > 0 ) { + $error ||= $new_cust_bill_pay->insert; + # Also reapply it to everything it was applied to before. + # Note that we've already deleted cust_bill_pay_pkg records for the + # items we're crediting, so they aren't on this list. + foreach my $cust_bill_pay_pkg (@subapps) { + $cust_bill_pay_pkg->billpaypkgnum(''); + $cust_bill_pay_pkg->billpaynum($new_cust_bill_pay->billpaynum); + $error ||= $cust_bill_pay_pkg->insert; + } + } + if ( $error ) { + $dbh->rollback if $oldAutoCommit; + return "Error unapplying payment: $error"; + } + } + #insert cust_credit_bill + + my $cust_credit_bill = new FS::cust_credit_bill { + 'crednum' => $cust_credit->crednum, + 'invnum' => $invnum, + 'amount' => sprintf('%.2f', $cust_credit_bill{$invnum}), + }; + $error = $cust_credit_bill->insert; + if ( $error ) { + $dbh->rollback if $oldAutoCommit; + return "Error applying credit of $cust_credit_bill{$invnum} ". + " to invoice $invnum: $error"; + } + + #and then insert cust_credit_bill_pkg for each cust_bill_pkg + foreach my $cust_credit_bill_pkg ( @{$cust_credit_bill_pkg{$invnum}} ) { + $cust_credit_bill_pkg->creditbillnum( $cust_credit_bill->creditbillnum ); + $error = $cust_credit_bill_pkg->insert; + if ( $error ) { + $dbh->rollback if $oldAutoCommit; + return "Error applying credit to line item: $error"; + } + } + + } + + $dbh->commit or die $dbh->errstr if $oldAutoCommit; + ''; + +} + +### refund_to_unapply/unapply_refund false laziness with FS::cust_pay + +=item refund_to_unapply + +Returns L objects that will be deleted by L +(all currently applied refunds that aren't closed.) +Returns empty list if credit itself is closed. + +=cut + +sub refund_to_unapply { + my $self = shift; + return () if $self->closed; + qsearch({ + 'table' => 'cust_credit_refund', + 'hashref' => { 'crednum' => $self->crednum }, + 'addl_from' => 'LEFT JOIN cust_refund USING (refundnum)', + 'extra_sql' => "AND cust_refund.closed IS NULL AND cust_refund.source_paynum IS NULL", + }); +} + +=item unapply_refund + +Deletes all objects returned by L. + +=cut + +sub unapply_refund { + my $self = shift; + + local $SIG{HUP} = 'IGNORE'; + local $SIG{INT} = 'IGNORE'; + local $SIG{QUIT} = 'IGNORE'; + local $SIG{TERM} = 'IGNORE'; + local $SIG{TSTP} = 'IGNORE'; + local $SIG{PIPE} = 'IGNORE'; + + my $oldAutoCommit = $FS::UID::AutoCommit; + local $FS::UID::AutoCommit = 0; + + foreach my $cust_credit_refund ($self->refund_to_unapply) { + my $error = $cust_credit_refund->delete; + if ($error) { + dbh->rollback if $oldAutoCommit; + return $error; + } + } + + dbh->commit or die dbh->errstr if $oldAutoCommit; + return ''; +} + +=back + +=head1 SUBROUTINES + +=over 4 + +=item process_batch_import + +=cut + +use List::Util qw( min ); +use FS::cust_bill; +use FS::cust_credit_bill; +sub process_batch_import { + my $job = shift; + + # some false laziness with FS::cust_pay::process_batch_import + my $hashcb = sub { + my %hash = @_; + my $custnum = $hash{'custnum'}; + my $agent_custid = $hash{'agent_custid'}; + # translate agent_custid into regular custnum + if ($custnum && $agent_custid) { + die "can't specify both custnum and agent_custid\n"; + } elsif ($agent_custid) { + # here is the agent virtualization + my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql; + my %search; + $search{'agent_custid'} = $agent_custid + if $agent_custid; + $search{'custnum'} = $custnum + if $custnum; + my $cust_main = qsearchs({ + 'table' => 'cust_main', + 'hashref' => \%search, + 'extra_sql' => $extra_sql, + }); + die "can't find customer with" . + ($custnum ? " custnum $custnum" : '') . + ($agent_custid ? " agent_custid $agent_custid" : '') . "\n" + unless $cust_main; + die "mismatched customer number\n" + if $custnum && ($custnum ne $cust_main->custnum); + $custnum = $cust_main->custnum; + } + $hash{'custnum'} = $custnum; + delete($hash{'agent_custid'}); + return %hash; + }; + + my $opt = { 'table' => 'cust_credit', + 'params' => [ '_date', 'credbatch' ], + 'formats' => { 'simple' => + [ 'custnum', 'amount', 'reasonnum', 'invnum', 'agent_custid' ], + }, + 'default_csv' => 1, + 'format_hash_callbacks' => { 'simple' => $hashcb }, + 'postinsert_callback' => sub { + my $cust_credit = shift; #my ($cust_credit, $param ) = @_; + + if ( $cust_credit->invnum ) { + + my $cust_bill = qsearchs('cust_bill', { invnum=>$cust_credit->invnum } ); + my $amount = min( $cust_credit->credited, $cust_bill->owed ); + + my $cust_credit_bill = new FS::cust_credit_bill ( { + 'crednum' => $cust_credit->crednum, + 'invnum' => $cust_bill->invnum, + 'amount' => $amount, + } ); + my $error = $cust_credit_bill->insert; + return '' unless $error; + + } + + #apply_payments_and_credits ? + $cust_credit->cust_main->apply_credits; + + return ''; + + }, + }; + + FS::Record::process_batch_import( $job, $opt, @_ ); + +} + =back =head1 BUGS