X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=FS%2FFS%2Fcust_main%2FBilling.pm;h=47cbbf17e9596d9b52513b6727c06c5b572a9df6;hp=a7e7d19768fa5d712a60682264f456b643d12fa0;hb=14f234a943f1e4b5bbc6fe90254b8f5ca677f028;hpb=503507828dad55cc3bcdf5e45148dd09007e8bf9

diff --git a/FS/FS/cust_main/Billing.pm b/FS/FS/cust_main/Billing.pm
index a7e7d1976..47cbbf17e 100644
--- a/FS/FS/cust_main/Billing.pm
+++ b/FS/FS/cust_main/Billing.pm
@@ -1,6 +1,7 @@
 package FS::cust_main::Billing;
 
 use strict;
+use feature 'state';
 use vars qw( $conf $DEBUG $me );
 use Carp;
 use Data::Dumper;
@@ -8,6 +9,7 @@ use List::Util qw( min );
 use FS::UID qw( dbh );
 use FS::Record qw( qsearch qsearchs dbdef );
 use FS::Misc::DateTime qw( day_end );
+use Tie::RefHash;
 use FS::cust_bill;
 use FS::cust_bill_pkg;
 use FS::cust_bill_pkg_display;
@@ -21,8 +23,10 @@ use FS::cust_bill_pkg_tax_rate_location;
 use FS::part_event;
 use FS::part_event_condition;
 use FS::pkg_category;
-use FS::cust_event_fee;
+use FS::FeeOrigin_Mixin;
 use FS::Log;
+use FS::TaxEngine;
+use FS::Misc::Savepoint;
 
 # 1 is mostly method/subroutine entry and options
 # 2 traces progress of some operations
@@ -55,7 +59,7 @@ Cancels and suspends any packages due, generates bills, applies payments and
 credits, and applies collection events to run cards, send bills and notices,
 etc.
 
-By default, warns on errors and continues with the next operation (but see the
+Any errors prevent subsequent operations from continuing and die (but see the
 "fatal" flag below).
 
 Options are passed as name-value pairs.  Currently available options are:
@@ -106,8 +110,9 @@ options of those methods are also available.
 sub bill_and_collect {
   my( $self, %options ) = @_;
 
-  my $log = FS::Log->new('bill_and_collect');
-  $log->debug('start', object => $self, agentnum => $self->agentnum);
+  my $log = FS::Log->new('FS::cust_main::Billing::bill_and_collect');
+  my %logopt = (object => $self);
+  $log->debug('start', %logopt);
 
   my $error;
 
@@ -123,62 +128,108 @@ sub bill_and_collect {
                     );
 
   $job->update_statustext('0,cleaning expired packages') if $job;
+  $log->debug('canceling expired packages', %logopt);
   $error = $self->cancel_expired_pkgs( $actual_time );
   if ( $error ) {
     $error = "Error expiring custnum ". $self->custnum. ": $error";
     if    ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
-    elsif ( $options{fatal}                                ) { die    $error; }
-    else                                                     { warn   $error; }
+    else                                                     { die    $error; }
   }
 
+  $log->debug('suspending adjourned packages', %logopt);
   $error = $self->suspend_adjourned_pkgs( $actual_time );
   if ( $error ) {
     $error = "Error adjourning custnum ". $self->custnum. ": $error";
     if    ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
-    elsif ( $options{fatal}                                ) { die    $error; }
-    else                                                     { warn   $error; }
+    else                                                     { die    $error; }
   }
 
+  $log->debug('unsuspending resumed packages', %logopt);
   $error = $self->unsuspend_resumed_pkgs( $actual_time );
   if ( $error ) {
     $error = "Error resuming custnum ".$self->custnum. ": $error";
     if    ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
-    elsif ( $options{fatal}                                ) { die    $error; }
-    else                                                     { warn   $error; }
+    else                                                     { die    $error; }
+  }
+
+  my $tax_district_method = $conf->config('tax_district_method');
+  if ( $tax_district_method && $tax_district_method eq 'wa_sales' ) {
+    # When using Washington State Sales Tax Districts,
+    # Bail out of billing customer if sales tax district for location is missing
+
+    $log->debug('checking cust_location tax districts', %logopt);
+
+    if (
+      my @cust_locations_missing_district =
+        $self->cust_locations_missing_district
+    ) {
+      $error = sprintf
+        'cust_location missing tax district: '.
+        join( ', ' => (
+          map(
+            {
+              sprintf
+                'locationnum(%s) %s %s %s %s',
+                 $_->locationnum,
+                 $_->address1,
+                 $_->city,
+                 $_->state,
+                 $_->zip
+            }
+            @cust_locations_missing_district
+          )
+        ));
+    }
+  }
+  if ( $error ) {
+    $error = "Error calculating taxes ".$self->custnum. ": $error";
+    if    ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
+    else                                                     { die    $error; }
   }
 
   $job->update_statustext('20,billing packages') if $job;
+  $log->debug('billing packages', %logopt);
   $error = $self->bill( %options );
   if ( $error ) {
     $error = "Error billing custnum ". $self->custnum. ": $error";
     if    ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
-    elsif ( $options{fatal}                                ) { die    $error; }
-    else                                                     { warn   $error; }
+    else                                                     { die    $error; }
   }
 
   $job->update_statustext('50,applying payments and credits') if $job;
+  $log->debug('applying payments and credits', %logopt);
   $error = $self->apply_payments_and_credits;
   if ( $error ) {
     $error = "Error applying custnum ". $self->custnum. ": $error";
     if    ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
-    elsif ( $options{fatal}                                ) { die    $error; }
-    else                                                     { warn   $error; }
+    else                                                     { die    $error; }
   }
 
-  $job->update_statustext('70,running collection events') if $job;
-  unless ( $conf->exists('cancelled_cust-noevents')
-           && ! $self->num_ncancelled_pkgs
-  ) {
+  # In a batch tax environment, do not run collection if any pending 
+  # invoices were created.  Collection will run after the next tax batch.
+  state $is_batch_tax = FS::TaxEngine->new->info->{batch} ? 1 : 0;
+  if ( $is_batch_tax && $self->pending_invoice_count ) {
+    warn "skipped collection for custnum ".$self->custnum.
+         " due to pending invoices\n" if $DEBUG;
+  } elsif ( $conf->exists('cancelled_cust-noevents')
+             && ! $self->num_ncancelled_pkgs )
+  {
+    warn "skipped collection for custnum ".$self->custnum.
+         " because they have no active packages\n" if $DEBUG;
+  } else {
+    # run collection normally
+    $job->update_statustext('70,running collection events') if $job;
+    $log->debug('running collection events', %logopt);
     $error = $self->collect( %options );
     if ( $error ) {
       $error = "Error collecting custnum ". $self->custnum. ": $error";
       if    ($options{fatal} && $options{fatal} eq 'return') { return $error; }
-      elsif ($options{fatal}                               ) { die    $error; }
-      else                                                   { warn   $error; }
+      else                                                   { die    $error; }
     }
   }
+
   $job->update_statustext('100,finished') if $job;
-  $log->debug('finish', object => $self, agentnum => $self->agentnum);
+  $log->debug('finish', %logopt);
 
   '';
 
@@ -193,9 +244,11 @@ sub cancel_expired_pkgs {
 
   my @errors = ();
 
+  my @really_cancel_pkgs = ();
+  my @cancel_reasons = ();
+
   CUST_PKG: foreach my $cust_pkg ( @cancel_pkgs ) {
     my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
-    my $error;
 
     if ( $cust_pkg->change_to_pkgnum ) {
 
@@ -205,19 +258,28 @@ sub cancel_expired_pkgs {
                       $cust_pkg->change_to_pkgnum.'; not expiring';
         next CUST_PKG;
       }
-      $error = $cust_pkg->change( 'cust_pkg'        => $new_pkg,
-                                  'unprotect_svcs'  => 1 );
-      $error = '' if ref $error eq 'FS::cust_pkg';
+      my $error = $cust_pkg->change( 'cust_pkg'        => $new_pkg,
+                                     'unprotect_svcs'  => 1,
+                                   );
+      push @errors, $error if $error && ref($error) ne 'FS::cust_pkg';
 
     } else { # just cancel it
-       $error = $cust_pkg->cancel($cpr ? ( 'reason'        => $cpr->reasonnum,
-                                           'reason_otaker' => $cpr->otaker,
-                                           'time'          => $time,
-                                         )
-                                       : ()
-                                 );
+
+      push @really_cancel_pkgs, $cust_pkg;
+      push @cancel_reasons, $cpr;
+
     }
-    push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
+  }
+
+  if (@really_cancel_pkgs) {
+
+    my %cancel_opt = ( 'cust_pkg' => \@really_cancel_pkgs,
+                       'cust_pkg_reason' => \@cancel_reasons,
+                       'time' => $time,
+                     );
+
+    push @errors, $self->cancel_pkgs(%cancel_opt);
+
   }
 
   join(' / ', @errors);
@@ -329,6 +391,10 @@ An array ref of specific packages (objects) to attempt billing, instead trying a
 
 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
 
+=item no_prepaid
+
+Do not bill prepaid packages.  Used by freeside-daily.
+
 =item invoice_time
 
 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.
@@ -352,6 +418,12 @@ Do not save the generated bill in the database.  Useful with return_bill
 
 A list reference on which the generated bill(s) will be returned.
 
+=item estimate
+
+Boolean value; indicates that this is an estimate rather than a "tax invoice".
+This will be passed through to the tax engine, as online tax services 
+sometimes need to know it for reporting purposes. Otherwise it has no effect.
+
 =item invoice_terms
 
 Optional terms to be printed on this invoice.  Otherwise, customer-specific
@@ -364,10 +436,13 @@ terms or the default terms are used.
 sub bill {
   my( $self, %options ) = @_;
 
-  return '' if $self->payby eq 'COMP';
+  return '' if $self->complimentary eq 'Y';
 
   local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
+  my $log = FS::Log->new('FS::cust_main::Billing::bill');
+  my %logopt = (object => $self);
 
+  $log->debug('start', %logopt);
   warn "$me bill customer ". $self->custnum. "\n"
     if $DEBUG;
 
@@ -396,11 +471,13 @@ sub bill {
   local $FS::UID::AutoCommit = 0;
   my $dbh = dbh;
 
+  $log->debug('acquiring lock', %logopt);
   warn "$me acquiring lock on customer ". $self->custnum. "\n"
     if $DEBUG;
 
   $self->select_for_update; #mutex
 
+  $log->debug('running pre-bill events', %logopt);
   warn "$me running pre-bill events for customer ". $self->custnum. "\n"
     if $DEBUG;
 
@@ -416,6 +493,7 @@ sub bill {
     return $error;
   }
 
+  $log->debug('done running pre-bill events', %logopt);
   warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
     if $DEBUG;
 
@@ -432,31 +510,43 @@ sub bill {
   my %total_setup   = map { my $z = 0; $_ => \$z; } @passes;
   my %total_recur   = map { my $z = 0; $_ => \$z; } @passes;
 
-  my %taxlisthash = map { $_ => {} } @passes;
-
   my @precommit_hooks = ();
 
   $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ];  #param checks?
+  
+  my %tax_engines;
+  my $tax_is_batch = '';
+  foreach (@passes) {
+    $tax_engines{$_} = FS::TaxEngine->new(cust_main    => $self,
+                                          invoice_time => $invoice_time,
+                                          cancel       => $options{cancel},
+                                          estimate     => $options{estimate},
+                                         );
+    $tax_is_batch ||= $tax_engines{$_}->info->{batch};
+  }
 
   foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
 
     next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
 
+    my $part_pkg = $cust_pkg->part_pkg;
+
+    next if $options{'no_prepaid'} && $part_pkg->is_prepaid;
+
+    $log->debug('bill package '. $cust_pkg->pkgnum, %logopt);
     warn "  bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG;
 
     #? to avoid use of uninitialized value errors... ?
     $cust_pkg->setfield('bill', '')
       unless defined($cust_pkg->bill);
  
-    #my $part_pkg = $cust_pkg->part_pkg;
-
     my $real_pkgpart = $cust_pkg->pkgpart;
     my %hash = $cust_pkg->hash;
 
     # we could implement this bit as FS::part_pkg::has_hidden, but we already
     # suffer from performance issues
     $options{has_hidden} = 0;
-    my @part_pkg = $cust_pkg->part_pkg->self_and_bill_linked;
+    my @part_pkg = $part_pkg->self_and_bill_linked;
     $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
  
     # if this package was changed from another package,
@@ -475,26 +565,55 @@ sub bill {
       push @{ $cust_bill_pkg{$pass} }, @transfer_items;
       # treating this as recur, just because most charges are recur...
       ${$total_recur{$pass}} += $_->recur foreach @transfer_items;
+
+      # currently not considering separate_bill here, as it's for 
+      # one-time charges only
     }
 
     foreach my $part_pkg ( @part_pkg ) {
 
-      $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
+      my $this_cust_pkg = $cust_pkg;
+      # for add-on packages, copy the object to avoid leaking changes back to
+      # the caller if pkg_list is in use; see RT#73607
+      if ( $part_pkg->get('pkgpart') != $real_pkgpart ) {
+        $this_cust_pkg = FS::cust_pkg->new({ %hash });
+      }
 
-      my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
+      my $pass = '';
+      if ( $this_cust_pkg->separate_bill ) {
+        # if no_auto is also set, that's fine. we just need to not have
+        # invoices that are both auto and no_auto, and since the package
+        # gets an invoice all to itself, it will only be one or the other.
+        $pass = $this_cust_pkg->pkgnum;
+        if (!exists $cust_bill_pkg{$pass}) { # it may not exist yet
+          push @passes, $pass;
+          $total_setup{$pass} = do { my $z = 0; \$z };
+          $total_recur{$pass} = do { my $z = 0; \$z };
+          # it also needs its own tax context
+          $tax_engines{$pass} = FS::TaxEngine->new(
+                                  cust_main    => $self,
+                                  invoice_time => $invoice_time,
+                                  cancel       => $options{cancel},
+                                  estimate     => $options{estimate},
+                                );
+          $cust_bill_pkg{$pass} = [];
+        }
+      } elsif ( ($this_cust_pkg->no_auto || $part_pkg->no_auto) ) {
+        $pass = 'no_auto';
+      }
 
-      my $next_bill = $cust_pkg->getfield('bill') || 0;
+      my $next_bill = $this_cust_pkg->getfield('bill') || 0;
       my $error;
       # let this run once if this is the last bill upon cancellation
       while ( $next_bill <= $cmp_time or $options{cancel} ) {
         $error =
           $self->_make_lines( 'part_pkg'            => $part_pkg,
-                              'cust_pkg'            => $cust_pkg,
+                              'cust_pkg'            => $this_cust_pkg,
                               'precommit_hooks'     => \@precommit_hooks,
                               'line_items'          => $cust_bill_pkg{$pass},
                               'setup'               => $total_setup{$pass},
                               'recur'               => $total_recur{$pass},
-                              'tax_matrix'          => $taxlisthash{$pass},
+                              'tax_engine'          => $tax_engines{$pass},
                               'time'                => $time,
                               'real_pkgpart'        => $real_pkgpart,
                               'options'             => \%options,
@@ -504,12 +623,12 @@ sub bill {
         last if $error;
 
         # or if we're not incrementing the bill date.
-        last if ($cust_pkg->getfield('bill') || 0) == $next_bill;
+        last if ($this_cust_pkg->getfield('bill') || 0) == $next_bill;
 
         # or if we're letting it run only once
         last if $options{cancel};
 
-        $next_bill = $cust_pkg->getfield('bill') || 0;
+        $next_bill = $this_cust_pkg->getfield('bill') || 0;
 
         #stop if -o was passed to freeside-daily
         last if $options{'one_recur'};
@@ -523,13 +642,7 @@ sub bill {
 
   } #foreach my $cust_pkg
 
-  #if the customer isn't on an automatic payby, everything can go on a single
-  #invoice anyway?
-  #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
-    #merge everything into one list
-  #}
-
-  foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
+  foreach my $pass (@passes) { # keys %cust_bill_pkg )
 
     my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
 
@@ -541,17 +654,17 @@ sub bill {
     # process fees
     ###
 
-    my @pending_event_fees = FS::cust_event_fee->by_cust($self->custnum,
+    my @pending_fees = FS::FeeOrigin_Mixin->by_cust($self->custnum,
       hashref => { 'billpkgnum' => '' }
     );
-    warn "$me found pending fee events:\n".Dumper(\@pending_event_fees)."\n"
-      if @pending_event_fees and $DEBUG > 1;
+    warn "$me found pending fees:\n".Dumper(\@pending_fees)."\n"
+      if @pending_fees and $DEBUG > 1;
 
     # determine whether to generate an invoice
     my $generate_bill = scalar(@cust_bill_pkg) > 0;
 
-    foreach my $event_fee (@pending_event_fees) {
-      $generate_bill = 1 unless $event_fee->nextbill;
+    foreach my $fee (@pending_fees) {
+      $generate_bill = 1 unless $fee->nextbill;
     }
     
     # don't create an invoice with no line items, or where the only line 
@@ -560,26 +673,11 @@ sub bill {
 
     # calculate fees...
     my @fee_items;
-    foreach my $event_fee (@pending_event_fees) {
-      my $object = $event_fee->cust_event->cust_X;
-      my $part_fee = $event_fee->part_fee;
-      my $cust_bill;
-      if ( $object->isa('FS::cust_main') ) {
-        # Not the real cust_bill object that will be inserted--in particular
-        # there are no taxes yet.  If you want to charge a fee on the total 
-        # invoice amount including taxes, you have to put the fee on the next
-        # invoice.
-        $cust_bill = FS::cust_bill->new({
-            'custnum'       => $self->custnum,
-            'cust_bill_pkg' => \@cust_bill_pkg,
-            'charged'       => ${ $total_setup{$pass} } +
-                               ${ $total_recur{$pass} },
-        });
-      } elsif ( $object->isa('FS::cust_bill') ) {
-        # simple case: applying the fee to a previous invoice (late fee, 
-        # etc.)
-        $cust_bill = $object;
-      }
+    foreach my $fee_origin (@pending_fees) {
+      my $part_fee = $fee_origin->part_fee;
+
+      # check whether the fee is applicable before doing anything expensive:
+      #
       # if the fee def belongs to a different agent, don't charge the fee.
       # event conditions should prevent this, but just in case they don't,
       # skip the fee.
@@ -590,10 +688,41 @@ sub bill {
       }
       # also skip if it's disabled
       next if $part_fee->disabled eq 'Y';
+
+      # Decide which invoice to base the fee on.
+      my $cust_bill = $fee_origin->cust_bill;
+      if (!$cust_bill) {
+        # Then link it to the current invoice. This isn't the real cust_bill
+        # object that will be inserted--in particular there are no taxes yet.
+        # If you want to charge a fee on the total invoice amount including
+        # taxes, you have to put the fee on the next invoice.
+        $cust_bill = FS::cust_bill->new({
+            'custnum'       => $self->custnum,
+            'cust_bill_pkg' => \@cust_bill_pkg,
+            'charged'       => ${ $total_setup{$pass} } +
+                               ${ $total_recur{$pass} },
+        });
+
+        # If the origin is for a specific package, then only apply the fee to
+        # line items from that package.
+        if ( my $cust_pkg = $fee_origin->cust_pkg ) {
+          my @charge_fee_on_item;
+          my $charge_fee_on_amount = 0;
+          foreach (@cust_bill_pkg) {
+            if ($_->pkgnum == $cust_pkg->pkgnum) {
+              push @charge_fee_on_item, $_;
+              $charge_fee_on_amount += $_->setup + $_->recur;
+            }
+          }
+          $cust_bill->set('cust_bill_pkg', \@charge_fee_on_item);
+          $cust_bill->set('charged', $charge_fee_on_amount);
+        }
+
+      } # $cust_bill is now set
       # calculate the fee
-      my $fee_item = $event_fee->part_fee->lineitem($cust_bill);
+      my $fee_item = $part_fee->lineitem($cust_bill) or next;
       # link this so that we can clear the marker on inserting the line item
-      $fee_item->set('cust_event_fee', $event_fee);
+      $fee_item->set('fee_origin', $fee_origin);
       push @fee_items, $fee_item;
 
     }
@@ -607,12 +736,9 @@ sub bill {
 
       my $part_fee = $fee_item->part_fee;
       my $fee_location = $self->ship_location; # I think?
+      
+      my $error = $tax_engines{''}->add_sale($fee_item);
 
-      my $error = $self->_handle_taxes(
-        $taxlisthash{$pass},
-        $fee_item,
-        location => $fee_location
-      );
       return $error if $error;
 
     }
@@ -649,7 +775,7 @@ sub bill {
                                 'line_items'          => \@cust_bill_pkg,
                                 'setup'               => $total_setup{$pass},
                                 'recur'               => $total_recur{$pass},
-                                'tax_matrix'          => $taxlisthash{$pass},
+                                'tax_engine'          => $tax_engines{$pass},
                                 'time'                => $time,
                                 'real_pkgpart'        => $real_pkgpart,
                                 'options'             => \%postal_options,
@@ -667,21 +793,8 @@ sub bill {
 
     }
 
-    my $listref_or_error =
-      $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
-
-    unless ( ref( $listref_or_error ) ) {
-      $dbh->rollback if $oldAutoCommit && !$options{no_commit};
-      return $listref_or_error;
-    }
-
-    foreach my $taxline ( @$listref_or_error ) {
-      ${ $total_setup{$pass} } =
-        sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
-      push @cust_bill_pkg, $taxline;
-    }
-
     #add tax adjustments
+    #XXX does this work with batch tax engines?
     warn "adding tax adjustments...\n" if $DEBUG > 2;
     foreach my $cust_tax_adjustment (
       qsearch('cust_tax_adjustment', { 'custnum'    => $self->custnum,
@@ -711,15 +824,18 @@ sub bill {
 
     my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
 
-    my @cust_bill = $self->cust_bill;
     my $balance = $self->balance;
-    my $previous_bill = $cust_bill[-1] if @cust_bill;
-    my $previous_balance = 0;
-    if ( $previous_bill ) {
-      $previous_balance = $previous_bill->billing_balance 
-                        + $previous_bill->charged;
-    }
 
+    my $previous_bill = qsearchs({ 'table'     => 'cust_bill',
+                                   'hashref'   => { custnum=>$self->custnum },
+                                   'extra_sql' => 'ORDER BY _date DESC LIMIT 1',
+                                });
+    my $previous_balance =
+      $previous_bill
+        ? ( $previous_bill->billing_balance + $previous_bill->charged )
+        : 0;
+
+    $log->debug('creating the new invoice', %logopt);
     warn "creating the new invoice\n" if $DEBUG;
     #create the new invoice
     my $cust_bill = new FS::cust_bill ( {
@@ -730,12 +846,64 @@ sub bill {
       'previous_balance'    => $previous_balance,
       'invoice_terms'       => $options{'invoice_terms'},
       'cust_bill_pkg'       => \@cust_bill_pkg,
+      'pending'             => 'Y', # clear this after doing taxes
     } );
-    $error = $cust_bill->insert unless $options{no_commit};
-    if ( $error ) {
-      $dbh->rollback if $oldAutoCommit && !$options{no_commit};
-      return "can't create invoice for customer #". $self->custnum. ": $error";
+
+    if (!$options{no_commit}) {
+      # probably we ought to insert it as pending, and then rollback
+      # without ever un-pending it
+      $error = $cust_bill->insert;
+      if ( $error ) {
+        $dbh->rollback if $oldAutoCommit && !$options{no_commit};
+        return "can't create invoice for customer #". $self->custnum. ": $error";
+      }
+
     }
+
+    # calculate and append taxes
+    if ( ! $tax_is_batch) {
+      local $@;
+      my $arrayref = eval { $tax_engines{$pass}->calculate_taxes($cust_bill) };
+
+      if ( $@ ) {
+        $dbh->rollback if $oldAutoCommit && !$options{no_commit};
+        return $@;
+      }
+
+      # or should this be in TaxEngine?
+      my $total_tax = 0;
+      foreach my $taxline ( @$arrayref ) {
+        $total_tax += $taxline->setup;
+        $taxline->set('invnum' => $cust_bill->invnum); # just to be sure
+        push @cust_bill_pkg, $taxline; # for return_bill
+
+        if (!$options{no_commit}) {
+          my $error = $taxline->insert;
+          if ( $error ) {
+            $dbh->rollback if $oldAutoCommit;
+            return $error;
+          }
+        }
+
+      }
+
+      # add tax to the invoice amount and finalize it
+      ${ $total_setup{$pass} } = sprintf('%.2f', ${ $total_setup{$pass} } + $total_tax);
+      $charged = sprintf('%.2f', $charged + $total_tax);
+      $cust_bill->set('charged', $charged);
+      $cust_bill->set('pending', '');
+
+      if (!$options{no_commit}) {
+        my $error = $cust_bill->replace;
+        if ( $error ) {
+          $dbh->rollback if $oldAutoCommit;
+          return $error;
+        }
+      }
+
+    } # if !$tax_is_batch
+      # if it IS batch, then we'll do all this in process_tax_batch
+
     push @{$options{return_bill}}, $cust_bill if $options{return_bill};
 
   } #foreach my $pass ( keys %cust_bill_pkg )
@@ -756,254 +924,66 @@ sub bill {
 }
 
 #discard bundled packages of 0 value
+# XXX we should reconsider whether we even need this
 sub _omit_zero_value_bundles {
   my @in = @_;
 
-  my @cust_bill_pkg = ();
-  my @cust_bill_pkg_bundle = ();
-  my $sum = 0;
-  my $discount_show_always = 0;
-
+  my @out = ();
+  my @bundle = ();
+  my $discount_show_always = $conf->exists('discount-show-always');
+  my $show_this = 0;
+
+  # Sort @in the same way we do during invoice rendering, so we can identify
+  # bundles.  See FS::Template_Mixin::_items_nontax.
+  @in = sort { $a->pkgnum <=> $b->pkgnum        or
+               $a->sdate  <=> $b->sdate         or
+               ($a->pkgpart_override ? 0 : -1)  or
+               ($b->pkgpart_override ? 0 : 1)   or
+               $b->hidden cmp $a->hidden        or
+               $a->pkgpart_override <=> $b->pkgpart_override
+             } @in;
+
+  # this is a pack-and-deliver pattern. every time there's a cust_bill_pkg
+  # _without_ pkgpart_override, that's the start of the new bundle. if there's
+  # an existing bundle, and it contains a nonzero amount (or a zero amount 
+  # that's displayable anyway), push all line items in the bundle.
   foreach my $cust_bill_pkg ( @in ) {
 
-    $discount_show_always = ($cust_bill_pkg->get('discounts')
-				&& scalar(@{$cust_bill_pkg->get('discounts')})
-				&& $conf->exists('discount-show-always'));
-
-    warn "  pkgnum ". $cust_bill_pkg->pkgnum. " sum $sum, ".
-         "setup_show_zero ". $cust_bill_pkg->setup_show_zero.
-         "recur_show_zero ". $cust_bill_pkg->recur_show_zero. "\n"
-      if $DEBUG > 0;
-
-    if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
-      push @cust_bill_pkg, @cust_bill_pkg_bundle 
-        if $sum > 0
-        || ($sum == 0 && (    $discount_show_always
-                           || grep {$_->recur_show_zero || $_->setup_show_zero}
-                                   @cust_bill_pkg_bundle
-                         )
-           );
-      @cust_bill_pkg_bundle = ();
-      $sum = 0;
+    if (scalar(@bundle) and !$cust_bill_pkg->pkgpart_override) {
+      # ship out this bundle and reset it
+      if ( $show_this ) {
+        push @out, @bundle;
+      }
+      @bundle = ();
+      $show_this = 0;
     }
 
-    $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
-    push @cust_bill_pkg_bundle, $cust_bill_pkg;
+    # add this item to the current bundle
+    push @bundle, $cust_bill_pkg;
 
+    # determine if it makes the bundle displayable
+    if (   $cust_bill_pkg->setup > 0
+        or $cust_bill_pkg->recur > 0
+        or $cust_bill_pkg->setup_show_zero
+        or $cust_bill_pkg->recur_show_zero
+        or ($discount_show_always 
+          and scalar(@{ $cust_bill_pkg->get('discounts')}) 
+          )
+    ) {
+      $show_this++;
+    }
   }
 
-  push @cust_bill_pkg, @cust_bill_pkg_bundle
-    if $sum > 0
-    || ($sum == 0 && (    $discount_show_always
-                       || grep {$_->recur_show_zero || $_->setup_show_zero}
-                               @cust_bill_pkg_bundle
-                     )
-       );
+  # last bundle
+  if ( $show_this) {
+    push @out, @bundle;
+  }
 
   warn "  _omit_zero_value_bundles: ". scalar(@in).
-       '->'. scalar(@cust_bill_pkg). "\n" #. Dumper(@cust_bill_pkg). "\n"
+       '->'. scalar(@out). "\n" #. Dumper(@out). "\n"
     if $DEBUG > 2;
 
-  (@cust_bill_pkg);
-
-}
-
-=item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
-
-Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
-Usually used internally by bill method B<bill>.
-
-If there is an error, returns the error, otherwise returns reference to a
-list of line items suitable for insertion.
-
-=over 4
-
-=item LINEITEMREF
-
-An array ref of the line items being billed.
-
-=item TAXHASHREF
-
-A strange beast.  The keys to this hash are internal identifiers consisting
-of the name of the tax object type, a space, and its unique identifier ( e.g.
- 'cust_main_county 23' ).  The values of the hash are listrefs.  The first
-item in the list is the tax object.  The remaining items are either line
-items or floating point values (currency amounts).
-
-The taxes are calculated on this entity.  Calculated exemption records are
-transferred to the LINEITEMREF items on the assumption that they are related.
-
-Read the source.
-
-=item INVOICE_TIME
-
-This specifies the date appearing on the associated invoice.  Some
-jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
-
-=back
-
-=cut
-
-sub calculate_taxes {
-  my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
-
-  # $taxlisthash is a hashref
-  # keys are identifiers, values are arrayrefs
-  # each arrayref starts with a tax object (cust_main_county or tax_rate)
-  # then any cust_bill_pkg objects the tax applies to
-
-  local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
-
-  warn "$me calculate_taxes\n"
-       #.Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
-    if $DEBUG > 2;
-
-  my @tax_line_items = ();
-
-  # keys are tax names (as printed on invoices / itemdesc )
-  # values are arrayrefs of taxlisthash keys (internal identifiers)
-  my %taxname = ();
-
-  # keys are taxlisthash keys (internal identifiers)
-  # values are (cumulative) amounts
-  my %tax_amount = ();
-
-  # keys are taxlisthash keys (internal identifiers)
-  # values are arrayrefs of cust_bill_pkg_tax_location hashrefs
-  my %tax_location = ();
-
-  # keys are taxlisthash keys (internal identifiers)
-  # values are arrayrefs of cust_bill_pkg_tax_rate_location hashrefs
-  my %tax_rate_location = ();
-
-  # keys are taxlisthash keys (internal identifiers!)
-  # values are arrayrefs of cust_tax_exempt_pkg objects
-  my %tax_exemption;
-
-  foreach my $tax ( keys %$taxlisthash ) {
-    # $tax is a tax identifier (intersection of a tax definition record
-    # and a cust_bill_pkg record)
-    my $tax_object = shift @{ $taxlisthash->{$tax} };
-    # $tax_object is a cust_main_county or tax_rate 
-    # (with billpkgnum, pkgnum, locationnum set)
-    # the rest of @{ $taxlisthash->{$tax} } is cust_bill_pkg component objects
-    # (setup, recurring, usage classes)
-    warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
-    warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
-    # taxline calculates the tax on all cust_bill_pkgs in the 
-    # first (arrayref) argument, and returns a hashref of 'name' 
-    # (the line item description) and 'amount'.
-    # It also calculates exemptions and attaches them to the cust_bill_pkgs
-    # in the argument.
-    my $taxables = $taxlisthash->{$tax};
-    my $exemptions = $tax_exemption{$tax} ||= [];
-    my $taxline = $tax_object->taxline(
-                            $taxables,
-                            'custnum'      => $self->custnum,
-                            'invoice_time' => $invoice_time,
-                            'exemptions'   => $exemptions,
-                          );
-    return $taxline unless ref($taxline);
-
-    unshift @{ $taxlisthash->{$tax} }, $tax_object;
-
-    if ( $tax_object->isa('FS::cust_main_county') ) {
-      # then $taxline is a real line item
-      push @{ $taxname{ $taxline->itemdesc } }, $taxline;
-
-    } else {
-      # leave this as is for now
-
-      my $name   = $taxline->{'name'};
-      my $amount = $taxline->{'amount'};
-
-      #warn "adding $amount as $name\n";
-      $taxname{ $name } ||= [];
-      push @{ $taxname{ $name } }, $tax;
-
-      $tax_amount{ $tax } += $amount;
-
-      # link records between cust_main_county/tax_rate and cust_location
-      $tax_rate_location{ $tax } ||= [];
-      my $taxratelocationnum =
-        $tax_object->tax_rate_location->taxratelocationnum;
-      push @{ $tax_rate_location{ $tax }  },
-        {
-          'taxnum'             => $tax_object->taxnum, 
-          'taxtype'            => ref($tax_object),
-          'amount'             => sprintf('%.2f', $amount ),
-          'locationtaxid'      => $tax_object->location,
-          'taxratelocationnum' => $taxratelocationnum,
-        };
-    } #if ref($tax_object)...
-  } #foreach keys %$taxlisthash
-
-  #consolidate and create tax line items
-  warn "consolidating and generating...\n" if $DEBUG > 2;
-  foreach my $taxname ( keys %taxname ) {
-    my @cust_bill_pkg_tax_location;
-    my @cust_bill_pkg_tax_rate_location;
-    my $tax_cust_bill_pkg = FS::cust_bill_pkg->new({
-        'pkgnum'    => 0,
-        'recur'     => 0,
-        'sdate'     => '',
-        'edate'     => '',
-        'itemdesc'  => $taxname,
-        'cust_bill_pkg_tax_location'      => \@cust_bill_pkg_tax_location,
-        'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
-    });
-
-    my $tax_total = 0;
-    my %seen = ();
-    warn "adding $taxname\n" if $DEBUG > 1;
-    foreach my $taxitem ( @{ $taxname{$taxname} } ) {
-      if ( ref($taxitem) eq 'FS::cust_bill_pkg' ) {
-        # then we need to transfer the amount and the links from the
-        # line item to the new one we're creating.
-        $tax_total += $taxitem->setup;
-        foreach my $link ( @{ $taxitem->get('cust_bill_pkg_tax_location') } ) {
-          $link->set('tax_cust_bill_pkg', $tax_cust_bill_pkg);
-          push @cust_bill_pkg_tax_location, $link;
-        }
-      } else {
-        # the tax_rate way
-        next if $seen{$taxitem}++;
-        warn "adding $tax_amount{$taxitem}\n" if $DEBUG > 1;
-        $tax_total += $tax_amount{$taxitem};
-        push @cust_bill_pkg_tax_rate_location,
-          map { new FS::cust_bill_pkg_tax_rate_location $_ }
-              @{ $tax_rate_location{ $taxitem } };
-      }
-    }
-    next unless $tax_total;
-
-    # we should really neverround this up...I guess it's okay if taxline 
-    # already returns amounts with 2 decimal places
-    $tax_total = sprintf('%.2f', $tax_total );
-    $tax_cust_bill_pkg->set('setup', $tax_total);
-  
-    my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
-                                                   'disabled'     => '',
-                                                 },
-                               );
-
-    my @display = ();
-    if ( $pkg_category and
-         $conf->config('invoice_latexsummary') ||
-         $conf->config('invoice_htmlsummary')
-       )
-    {
-
-      my %hash = (  'section' => $pkg_category->categoryname );
-      push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
-
-    }
-    $tax_cust_bill_pkg->set('display', \@display);
-
-    push @tax_line_items, $tax_cust_bill_pkg;
-  }
-
-  \@tax_line_items;
+  @out;
 }
 
 sub _make_lines {
@@ -1018,10 +998,11 @@ sub _make_lines {
   my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
   my $total_setup = $params{setup} or die "no setup accumulator specified";
   my $total_recur = $params{recur} or die "no recur accumulator specified";
-  my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
   my $time = $params{'time'} or die "no time specified";
   my (%options) = %{$params{options}};
 
+  my $tax_engine = $params{tax_engine};
+
   if ( $part_pkg->freq ne '1' and ($options{'freq_override'} || 0) > 0 ) {
     # this should never happen
     die 'freq_override billing attempted on non-monthly package '.
@@ -1050,9 +1031,22 @@ sub _make_lines {
   my $setup = 0;
   my $unitsetup = 0;
   my @setup_discounts = ();
-  my %setup_param = ( 'discounts' => \@setup_discounts );
+  my %setup_param = ( 'discounts'     => \@setup_discounts,
+                      'real_pkgpart'  => $params{real_pkgpart}
+                    );
   my $setup_billed_currency = '';
   my $setup_billed_amount = 0;
+  # Conditions for setting setup date and charging the setup fee:
+  # - this is not a recurring-only billing run
+  # - and the package is not currently being canceled
+  # - and, unless we're specifically told otherwise via 'resetup':
+  #   - it doesn't already HAVE a setup date
+  #   - or a start date in the future
+  #   - and it's not suspended
+  # - and it doesn't have an expire date in the past
+  #
+  # The "disable_setup_suspended" option is now obsolete; we never set the
+  # setup date on a suspended package.
   if (     ! $options{recurring_only}
        and ! $options{cancel}
        and ( $options{'resetup'}
@@ -1060,13 +1054,11 @@ sub _make_lines {
                   && ( ! $cust_pkg->start_date
                        || $cust_pkg->start_date <= $cmp_time
                      )
-                  && ( ! $conf->exists('disable_setup_suspended_pkgs')
-                       || ( $conf->exists('disable_setup_suspended_pkgs') &&
-                            ! $cust_pkg->getfield('susp')
-                          )
-                     )
+                  && ( ! $cust_pkg->getfield('susp') )
                 )
            )
+       and ( ! $cust_pkg->expire
+             || $cust_pkg->expire > $cmp_time )
      )
   {
     
@@ -1079,8 +1071,14 @@ sub _make_lines {
         return "$@ running calc_setup for $cust_pkg\n"
           if $@;
 
-        $unitsetup = $cust_pkg->base_setup()
-                       || $setup; #XXX uuh
+        # Only increment unitsetup here if there IS a setup fee.
+        # prorate_defer_bill may cause calc_setup on a setup-stage package
+        # to return zero, and the setup fee to be charged later. (This happens
+        # when it's first billed on the prorate cutoff day. RT#31276.)
+        if ( $setup ) {
+          $unitsetup = $cust_pkg->base_setup()
+                         || $setup; #XXX uuh
+        }
 
         if ( $setup_param{'billed_currency'} ) {
           $setup_billed_currency = delete $setup_param{'billed_currency'};
@@ -1088,10 +1086,20 @@ sub _make_lines {
         }
     }
 
-    $cust_pkg->setfield('setup', $time)
-      unless $cust_pkg->setup;
-          #do need it, but it won't get written to the db
-          #|| $cust_pkg->pkgpart != $real_pkgpart;
+    $lineitems++
+      if $cust_pkg->waive_setup
+      && $part_pkg->can('prorate_setup')
+      && $part_pkg->prorate_setup($cust_pkg, $time);
+
+    if ( $cust_pkg->get('setup') ) {
+      # don't change it
+    } elsif ( $cust_pkg->get('start_date') ) {
+      # this allows start_date to be used to set the first bill date
+      $cust_pkg->set('setup', $cust_pkg->get('start_date'));
+    } else {
+      # if unspecified, start it right now
+      $cust_pkg->set('setup', $time);
+    }
 
     $cust_pkg->setfield('start_date', '')
       if $cust_pkg->start_date;
@@ -1108,17 +1116,47 @@ sub _make_lines {
   my $recur_billed_currency = '';
   my $recur_billed_amount = 0;
   my $sdate;
+
+  my $override_quantity;
+
+  # Conditions for billing the recurring fee:
+  # - the package doesn't have a future start date
+  # - and it's not suspended
+  #   - unless suspend_bill is enabled on the package or package def
+  #     - but still not, if the package is on hold
+  #   - or it's suspended for a delayed cancellation
+  # - and its next bill date is in the past
+  #   - or it doesn't have a next bill date yet
+  #   - or it's a one-time charge
+  #   - or it's a CDR plan with the "bill_every_call" option
+  #   - or it's being canceled
+  # - and it doesn't have an expire date in the past (this can happen with
+  #   advance billing)
+  #   - again, unless it's being canceled
   if (     ! $cust_pkg->start_date
-       and ( ! $cust_pkg->susp || $cust_pkg->option('suspend_bill',1)
-                               || ( $part_pkg->option('suspend_bill', 1) )
-                                     && ! $cust_pkg->option('no_suspend_bill',1)
-                                  )
+       and 
+           ( ! $cust_pkg->susp
+               || ( $cust_pkg->susp != $cust_pkg->order_date
+                      && (    $cust_pkg->option('suspend_bill',1)
+                           || ( $part_pkg->option('suspend_bill', 1)
+                                 && ! $cust_pkg->option('no_suspend_bill',1)
+                              )
+                         )
+                  )
+               || $cust_pkg->is_status_delay_cancel
+           )
        and
             ( $part_pkg->freq ne '0' && ( $cust_pkg->bill || 0 ) <= $cmp_time )
          || ( $part_pkg->plan eq 'voip_cdr'
                && $part_pkg->option('bill_every_call')
             )
          || $options{cancel}
+
+       and
+          ( ! $cust_pkg->expire
+            || $cust_pkg->expire > $cmp_time
+            || $options{cancel}
+          )
   ) {
 
     # XXX should this be a package event?  probably.  events are called
@@ -1165,6 +1203,14 @@ sub _make_lines {
     return "$@ running $method for $cust_pkg\n"
       if ( $@ );
 
+    if ($recur eq 'NOTHING') {
+      # then calc_cancel (or calc_recur but that's not used) has declined to
+      # generate a recurring lineitem at all. treat this as zero, but also 
+      # try not to generate a lineitem.
+      $recur = 0;
+      $lineitems--;
+    }
+
     #base_cancel???
     $unitrecur = $cust_pkg->base_recur( \$sdate ) || $recur; #XXX uuh, better
 
@@ -1173,6 +1219,11 @@ sub _make_lines {
       $recur_billed_amount   = delete $param{'billed_amount'};
     }
 
+    if ( $param{'override_quantity'} ) {
+      $override_quantity = $param{'override_quantity'};
+      $unitrecur = $recur / $override_quantity;
+    }
+
     if ( $increment_next_bill ) {
 
       my $next_bill;
@@ -1183,21 +1234,42 @@ sub _make_lines {
         # its frequency
         my $main_pkg_freq = $main_pkg->part_pkg->freq;
         my $supp_pkg_freq = $part_pkg->freq;
-        my $ratio = $supp_pkg_freq / $main_pkg_freq;
-        if ( $ratio != int($ratio) ) {
+        if ( $supp_pkg_freq == 0 or $main_pkg_freq == 0 ) {
           # the UI should prevent setting up packages like this, but just
           # in case
-          return "supplemental package period is not an integer multiple of main  package period";
+          return "unable to calculate supplemental package period ratio";
         }
-        $next_bill = $sdate;
-        for (1..$ratio) {
-          $next_bill = $part_pkg->add_freq( $next_bill, $main_pkg_freq );
+        my $ratio = $supp_pkg_freq / $main_pkg_freq;
+        if ( $ratio == int($ratio) ) {
+          # simple case: main package is X months, supp package is X*A months,
+          # advance supp package to where the main package will be in A cycles.
+          $next_bill = $sdate;
+          for (1..$ratio) {
+            $next_bill = $part_pkg->add_freq( $next_bill, $main_pkg_freq );
+          }
+        } else {
+          # harder case: main package is X months, supp package is Y months.
+          # advance supp package by Y months. then if they're within half a 
+          # month of each other, resync them. this may result in the period
+          # not being exactly Y months.
+          $next_bill = $part_pkg->add_freq( $sdate, $supp_pkg_freq );
+          my $main_next_bill = $main_pkg->bill;
+          if ( $main_pkg->bill <= $time ) {
+            # then the main package has not yet been billed on this cycle;
+            # predict what its bill date will be.
+            $main_next_bill =
+              $part_pkg->add_freq( $main_next_bill, $main_pkg_freq );
+          }
+          if ( abs($main_next_bill - $next_bill) < 86400*15 ) {
+            $next_bill = $main_next_bill;
+          }
         }
 
       } else {
-        # the normal case
+      # the normal case, not a supplemental package
       $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
-      return "unparsable frequency: ". $part_pkg->freq
+      return "unparsable frequency: ".
+        ($options{freq_override} || $part_pkg->freq)
         if $next_bill == -1;
       }  
   
@@ -1216,7 +1288,7 @@ sub _make_lines {
       # Add an additional setup fee at the billing stage.
       # Used for prorate_defer_bill.
       $setup += $param{'setup_fee'};
-      $unitsetup += $param{'setup_fee'};
+      $unitsetup = $cust_pkg->base_setup();
       $lineitems++;
     }
 
@@ -1226,7 +1298,7 @@ sub _make_lines {
         }
     }
 
-  }
+  } # end of recurring fee
 
   warn "\$setup is undefined" unless defined($setup);
   warn "\$recur is undefined" unless defined($recur);
@@ -1290,14 +1362,14 @@ sub _make_lines {
       my $cust_bill_pkg = new FS::cust_bill_pkg {
         'pkgnum'                => $cust_pkg->pkgnum,
         'setup'                 => $setup,
-        'unitsetup'             => $unitsetup,
+        'unitsetup'             => sprintf('%.2f', $unitsetup),
         'setup_billed_currency' => $setup_billed_currency,
         'setup_billed_amount'   => $setup_billed_amount,
         'recur'                 => $recur,
-        'unitrecur'             => $unitrecur,
+        'unitrecur'             => sprintf('%.2f', $unitrecur),
         'recur_billed_currency' => $recur_billed_currency,
         'recur_billed_amount'   => $recur_billed_amount,
-        'quantity'              => $cust_pkg->quantity,
+        'quantity'              => $override_quantity || $cust_pkg->quantity,
         'details'               => \@details,
         'discounts'             => [ @setup_discounts, @recur_discounts ],
         'hidden'                => $part_pkg->hidden,
@@ -1328,8 +1400,8 @@ sub _make_lines {
       ###
       # handle taxes
       ###
-
-      my $error = $self->_handle_taxes( $taxlisthash, $cust_bill_pkg );
+      
+      my $error = $tax_engine->add_sale($cust_bill_pkg);
       return $error if $error;
 
       $cust_bill_pkg->set_display(
@@ -1426,6 +1498,8 @@ sub _transfer_balance {
   return @transfers;
 }
 
+#### vestigial code ####
+
 =item handle_taxes TAXLISTHASH CUST_BILL_PKG [ OPTIONS ]
 
 This is _handle_taxes.  It's called once for each cust_bill_pkg generated
@@ -1449,11 +1523,18 @@ OPTIONS may include:
 - part_item: a part_pkg or part_fee object to be used as the package/fee 
   definition.
 - location: a cust_location to be used as the billing location.
+- cancel: true if this package is being billed on cancellation.  This 
+  allows tax to be calculated on usage charges only.
 
 If not supplied, part_item will be inferred from the pkgnum or feepart of the
 cust_bill_pkg, and location from the pkgnum (or, for fees, the invnum and 
 the customer's default service location).
 
+This method will also calculate exemptions for any taxes that apply to the
+line item (using the C<set_exemptions> method of L<FS::cust_bill_pkg>) and
+attach them.  This is the only place C<set_exemptions> is called in normal
+invoice processing.
+
 =cut
 
 sub _handle_taxes {
@@ -1471,7 +1552,7 @@ sub _handle_taxes {
 
   return if ( $self->payby eq 'COMP' ); #dubious
 
-  if ( $conf->exists('enable_taxproducts')
+  if ( $conf->config('enable_taxproducts')
        && ( scalar($part_item->part_pkg_taxoverride)
             || $part_item->has_taxproduct
           )
@@ -1483,87 +1564,74 @@ sub _handle_taxes {
     my %taxes = ();
 
     my @classes;
-    #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
-    push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
-    push @classes, 'setup' if $cust_bill_pkg->setup;
-    push @classes, 'recur' if $cust_bill_pkg->recur;
-
-    my $exempt = $conf->exists('cust_class-tax_exempt')
-                   ? ( $self->cust_class ? $self->cust_class->tax : '' )
-                   : $self->tax;
+    my $usage = $cust_bill_pkg->usage || 0;
+    push @classes, $cust_bill_pkg->usage_classes if $usage;
+    push @classes, 'setup' if $cust_bill_pkg->setup and !$options{cancel};
+    push @classes, 'recur' if ($cust_bill_pkg->recur - $usage)
+        and !$options{cancel};
+    # that's better--probably don't even need $options{cancel} now
+    # but leave it for now, just to be safe
+    #
+    # About $options{cancel}: This protects against charging per-line or
+    # per-customer or other flat-rate surcharges on a package that's being
+    # billed on cancellation (which is an out-of-cycle bill and should only
+    # have usage charges).  See RT#29443.
+
+    # customer exemption is now handled in the 'taxline' method
+    #my $exempt = $conf->exists('cust_class-tax_exempt')
+    #               ? ( $self->cust_class ? $self->cust_class->tax : '' )
+    #               : $self->tax;
     # standardize this just to be sure
-    $exempt = ($exempt eq 'Y') ? 'Y' : '';
-  
-    if ( !$exempt ) {
+    #$exempt = ($exempt eq 'Y') ? 'Y' : '';
+    #
+    #if ( !$exempt ) {
+
+    unless (exists $taxes{''}) {
+      # unsure what purpose this serves, but last time I deleted something
+      # from here just because I didn't see the point, it actually did
+      # something important.
+      my $err_or_ref = $self->_gather_taxes($part_item, '', $location);
+      return $err_or_ref unless ref($err_or_ref);
+      $taxes{''} = $err_or_ref;
+    }
 
-      foreach my $class (@classes) {
-        my $err_or_ref = $self->_gather_taxes($part_item, $class, $location);
-        return $err_or_ref unless ref($err_or_ref);
-        $taxes{$class} = $err_or_ref;
-      }
+    # NO DISINTEGRATIONS.
+    # my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
+    #
+    # do not call taxline() with any argument except the entire set of
+    # cust_bill_pkgs on an invoice that are eligible for the tax.
 
-      unless (exists $taxes{''}) {
-        my $err_or_ref = $self->_gather_taxes($part_item, '', $location);
-        return $err_or_ref unless ref($err_or_ref);
-        $taxes{''} = $err_or_ref;
-      }
+    # only calculate exemptions once for each tax rate, even if it's used
+    # for multiple classes
+    my %tax_seen = ();
+ 
+    foreach my $class (@classes) {
+      my $err_or_ref = $self->_gather_taxes($part_item, $class, $location);
+      return $err_or_ref unless ref($err_or_ref);
+      my @taxes = @$err_or_ref;
 
-    }
+      next if !@taxes;
 
-    my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate; # grrr
-    foreach my $key (keys %tax_cust_bill_pkg) {
-      # $key is "setup", "recur", or a usage class name. ('' is a usage class.)
-      # $tax_cust_bill_pkg{$key} is a cust_bill_pkg for that component of 
-      # the line item.
-      # $taxes{$key} is an arrayref of cust_main_county or tax_rate objects that
-      # apply to $key-class charges.
-      my @taxes = @{ $taxes{$key} || [] };
-      my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
-
-      my %localtaxlisthash = ();
       foreach my $tax ( @taxes ) {
 
-        # this is the tax identifier, not the taxname
-        my $taxname = ref( $tax ). ' '. $tax->taxnum;
-        # $taxlisthash: keys are "setup", "recur", and usage classes.
+        my $tax_id = ref( $tax ). ' '. $tax->taxnum;
+        # $taxlisthash: keys are tax identifiers ('FS::tax_rate 123456').
         # Values are arrayrefs, first the tax object (cust_main_county
-        # or tax_rate) and then any cust_bill_pkg objects that the 
-        # tax applies to.
-        $taxlisthash->{ $taxname } ||= [ $tax ];
-        push @{ $taxlisthash->{ $taxname  } }, $tax_cust_bill_pkg;
+        # or tax_rate), then the cust_bill_pkg object that the 
+        # tax applies to, then the tax class (setup, recur, usage classnum).
+        $taxlisthash->{ $tax_id } ||= [ $tax ];
+        push @{ $taxlisthash->{ $tax_id  } }, $cust_bill_pkg, $class;
+
+        # determine any exemptions that apply
+        if (!$tax_seen{$tax_id}) {
+          $cust_bill_pkg->set_exemptions( $tax, custnum => $self->custnum );
+          $tax_seen{$tax_id} = 1;
+        }
 
-        $localtaxlisthash{ $taxname } ||= [ $tax ];
-        push @{ $localtaxlisthash{ $taxname  } }, $tax_cust_bill_pkg;
+        # tax on tax will be done later, when we actually create the tax
+        # line items
 
       }
-
-      warn "finding taxed taxes...\n" if $DEBUG > 2;
-      foreach my $tax ( keys %localtaxlisthash ) {
-        my $tax_object = shift @{ $localtaxlisthash{$tax} };
-        warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
-          if $DEBUG > 2;
-        next unless $tax_object->can('tax_on_tax');
-
-        foreach my $tot ( $tax_object->tax_on_tax( $location ) ) {
-          my $totname = ref( $tot ). ' '. $tot->taxnum;
-
-          warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
-            if $DEBUG > 2;
-          next unless exists( $localtaxlisthash{ $totname } ); # only increase
-                                                               # existing taxes
-          warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
-          # calculate the tax amount that the tax_on_tax will apply to
-          my $hashref_or_error = 
-            $tax_object->taxline( $localtaxlisthash{$tax} );
-          return $hashref_or_error
-            unless ref($hashref_or_error);
-          
-          # and append it to the list of taxable items
-          $taxlisthash->{ $totname } ||= [ $tot ];
-          push @{ $taxlisthash->{ $totname  } }, $hashref_or_error->{amount};
-
-        }
-      }
     }
 
   } else {
@@ -1602,6 +1670,7 @@ sub _handle_taxes {
     foreach (@taxes) {
       my $tax_id = 'cust_main_county '.$_->taxnum;
       $taxlisthash->{$tax_id} ||= [ $_ ];
+      $cust_bill_pkg->set_exemptions($_, custnum => $self->custnum);
       push @{ $taxlisthash->{$tax_id} }, $cust_bill_pkg;
     }
 
@@ -1634,6 +1703,8 @@ sub _gather_taxes {
 
 }
 
+#### end vestigial code ####
+
 =item collect [ HASHREF | OPTION => VALUE ... ]
 
 (Attempt to) collect money for this customer's outstanding invoices (see
@@ -1720,7 +1791,10 @@ sub collect {
   $dbh->commit or die $dbh->errstr if $oldAutoCommit;
 
   #never want to roll back an event just because it returned an error
-  local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
+  # unless $FS::UID::ForceObeyAutoCommit is set
+  local $FS::UID::AutoCommit = 1
+    unless !$oldAutoCommit
+        && $FS::UID::ForceObeyAutoCommit;
 
   $self->do_cust_event(
     'debug'      => ( $options{'debug'} || 0 ),
@@ -1760,7 +1834,8 @@ sub retry_realtime {
 
   #a little false laziness w/due_cust_event (not too bad, really)
 
-  my $join = FS::part_event_condition->join_conditions_sql;
+  # I guess this is always as of now?
+  my $join = FS::part_event_condition->join_conditions_sql('', 'time' => time);
   my $order = FS::part_event_condition->order_conditions_sql;
   my $mine = 
   '( '
@@ -1927,9 +2002,13 @@ sub do_cust_event {
   }
 
   $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+
   #never want to roll back an event just because it or a different one
   # returned an error
-  local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
+  # unless $FS::UID::ForceObeyAutoCommit is set
+  local $FS::UID::AutoCommit = 1
+    unless !$oldAutoCommit
+        && $FS::UID::ForceObeyAutoCommit;
 
   foreach my $cust_event ( @$due_cust_event ) {
 
@@ -2073,7 +2152,8 @@ sub due_cust_event {
 
       #some false laziness w/Cron::bill bill_where
 
-      my $join  = FS::part_event_condition->join_conditions_sql( $eventtable);
+      my $join  = FS::part_event_condition->join_conditions_sql( $eventtable,
+        'time' => $opt{'time'});
       my $where = FS::part_event_condition->where_conditions_sql($eventtable,
         'time'=>$opt{'time'},
       );
@@ -2112,7 +2192,8 @@ sub due_cust_event {
       my $pkey = $object->primary_key;
       $cross_where = "$eventtable.$pkey = ". $object->$pkey();
 
-      my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
+      my $join = FS::part_event_condition->join_conditions_sql( $eventtable,
+        'time' => $opt{'time'});
       my $extra_sql =
         FS::part_event_condition->where_conditions_sql( $eventtable,
                                                         'time'=>$opt{'time'}
@@ -2225,6 +2306,7 @@ sub due_cust_event {
 =item apply_payments_and_credits [ OPTION => VALUE ... ]
 
 Applies unapplied payments and credits.
+Payments with the no_auto_apply flag set will not be applied.
 
 In most cases, this new method should be used in place of sequential
 apply_payments and apply_credits methods.
@@ -2251,16 +2333,21 @@ sub apply_payments_and_credits {
   local $FS::UID::AutoCommit = 0;
   my $dbh = dbh;
 
+  my $savepoint_label = 'Billing__apply_payments_and_credits';
+  savepoint_create( $savepoint_label );
+
   $self->select_for_update; #mutex
 
   foreach my $cust_bill ( $self->open_cust_bill ) {
     my $error = $cust_bill->apply_payments_and_credits(%options);
     if ( $error ) {
+      savepoint_rollback_and_release( $savepoint_label );
       $dbh->rollback if $oldAutoCommit;
       return "Error applying: $error";
     }
   }
 
+  savepoint_release( $savepoint_label );
   $dbh->commit or die $dbh->errstr if $oldAutoCommit;
   ''; #no error
 
@@ -2367,6 +2454,7 @@ sub apply_credits {
 
 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
 to outstanding invoice balances in chronological order.
+Payments with the no_auto_apply flag set will not be applied.
 
  #and returns the value of any remaining unapplied payments.
 
@@ -2396,13 +2484,9 @@ sub apply_payments {
 
   #return 0 unless
 
-  my @payments = sort { $b->_date <=> $a->_date }
-                 grep { $_->unapplied > 0 }
-                 $self->cust_pay;
+  my @payments = grep { !$_->no_auto_apply } $self->unapplied_cust_pay;
 
-  my @invoices = sort { $a->_date <=> $b->_date}
-                 grep { $_->owed > 0 }
-                 $self->cust_bill;
+  my @invoices = $self->open_cust_bill;
 
   if ( $conf->exists('pkg-balances') ) {
     # limit @payments to those w/ a pkgnum grepped from $self
@@ -2476,10 +2560,7 @@ sub apply_payments {
     bill
       (do_cust_event pre-bill)
       _make_lines
-        _handle_taxes
-          (vendor-only) _gather_taxes
       _omit_zero_value_bundles
-      _handle_taxes (for fees)
       calculate_taxes
 
     apply_payments_and_credits