1 package FS::Template_Mixin;
4 use vars qw( $DEBUG $me
9 use vars qw( $invoice_lines @buf ); #yuck
10 use List::Util qw(sum); #can't import first, it conflicts with cust_main.first
13 use Time::Local qw( timelocal );
14 use Text::Template 1.20;
16 use Archive::Zip qw( :ERROR_CODES :CONSTANTS );
21 use FS::Misc qw( send_email );
22 use FS::Record qw( qsearch qsearchs );
24 use FS::Misc qw( generate_ps generate_pdf );
31 $me = '[FS::Template_Mixin]';
32 FS::UID->install_callback( sub {
33 my $conf = new FS::Conf; #global
34 $money_char = $conf->config('money_char') || '$';
35 $date_format = $conf->config('date_format') || '%x'; #/YY
40 Returns a configuration handle (L<FS::Conf>) set to the customer's locale.
42 If the "mode" pseudo-field is set on the object, the configuration handle
43 will be an L<FS::invoice_conf> for that invoice mode (and the customer's
50 my $mode = $self->get('mode');
51 if ($self->{_conf} and !defined($mode)) {
52 return $self->{_conf};
55 my $cust_main = $self->cust_main;
56 my $locale = $cust_main ? $cust_main->locale : '';
59 if ( ref $mode and $mode->isa('FS::invoice_mode') ) {
60 $mode = $mode->modenum;
61 } elsif ( $mode =~ /\D/ ) {
62 die "invalid invoice mode $mode";
64 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => $locale });
66 $conf = qsearchs('invoice_conf', { modenum => $mode, locale => '' });
67 # it doesn't have a locale, but system conf still might
68 $conf->set('locale' => $locale) if $conf;
71 # if $mode is unspecified, or if there is no invoice_conf matching this mode
72 # and locale, then use the system config only (but with the locale)
73 $conf ||= FS::Conf->new({ 'locale' => $locale });
75 return $self->{_conf} = $conf;
78 =item print_text OPTIONS
80 Returns an text invoice, as a list of lines.
82 Options can be passed as a hash.
84 I<time>, if specified, is used to control the printing of overdue messages. The
85 default is now. It isn't the date of the invoice; that's the `_date' field.
86 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
87 L<Time::Local> and L<Date::Parse> for conversion functions.
89 I<template>, if specified, is the name of a suffix for alternate invoices.
91 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
99 %params = %{ shift() };
104 $params{'format'} = 'template'; # for some reason
106 $self->print_generic( %params );
109 =item print_latex HASHREF
111 Internal method - returns a filename of a filled-in LaTeX template for this
112 invoice (Note: add ".tex" to get the actual filename), and a filename of
113 an associated logo (with the .eps extension included).
115 See print_ps and print_pdf for methods that return PostScript and PDF output.
117 Options can be passed as a hash.
119 I<time>, if specified, is used to control the printing of overdue messages. The
120 default is now. It isn't the date of the invoice; that's the `_date' field.
121 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
122 L<Time::Local> and L<Date::Parse> for conversion functions.
124 I<template>, if specified, is the name of a suffix for alternate invoices.
125 This is strongly deprecated; see L<FS::invoice_conf> for the right way to
126 customize invoice templates for different purposes.
128 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
137 %params = %{ shift() };
142 $params{'format'} = 'latex';
143 my $conf = $self->conf;
145 # this needs to go away
146 my $template = $params{'template'};
147 # and this especially
148 $template ||= $self->_agent_template
149 if $self->can('_agent_template');
152 $self->set('mode', $params{mode})
155 my $pkey = $self->primary_key;
156 my $tmp_template = $self->table. '.'. $self->$pkey. '.XXXXXXXX';
158 my $dir = $FS::UID::conf_dir. "/cache.". $FS::UID::datasrc;
159 my $lh = new File::Temp(
160 TEMPLATE => $tmp_template,
164 ) or die "can't open temp file: $!\n";
166 my $agentnum = $self->agentnum;
168 if ( $template && $conf->exists("logo_${template}.eps", $agentnum) ) {
169 print $lh $conf->config_binary("logo_${template}.eps", $agentnum)
170 or die "can't write temp file: $!\n";
172 print $lh $conf->config_binary('logo.eps', $agentnum)
173 or die "can't write temp file: $!\n";
176 $params{'logo_file'} = $lh->filename;
178 if( $conf->exists('invoice-barcode')
179 && $self->can('invoice_barcode')
180 && $self->invnum ) { # don't try to barcode statements
181 my $png_file = $self->invoice_barcode($dir);
182 my $eps_file = $png_file;
183 $eps_file =~ s/\.png$/.eps/g;
184 $png_file =~ /(barcode.*png)/;
186 $eps_file =~ /(barcode.*eps)/;
189 my $curr_dir = cwd();
191 # after painfuly long experimentation, it was determined that sam2p won't
192 # accept : and other chars in the path, no matter how hard I tried to
193 # escape them, hence the chdir (and chdir back, just to be safe)
194 system('sam2p', '-j:quiet', $png_file, 'EPS:', $eps_file ) == 0
195 or die "sam2p failed: $!\n";
199 $params{'barcode_file'} = $eps_file;
202 my @filled_in = $self->print_generic( %params );
204 my $fh = new File::Temp( TEMPLATE => $tmp_template,
208 ) or die "can't open temp file: $!\n";
209 binmode($fh, ':utf8'); # language support
210 print $fh join('', @filled_in );
213 $fh->filename =~ /^(.*).tex$/ or die "unparsable filename: ". $fh->filename;
214 return ($1, $params{'logo_file'}, $params{'barcode_file'});
220 my $cust_main = $self->cust_main;
221 $cust_main ? $cust_main->agentnum : $self->prospect_main->agentnum;
224 =item print_generic OPTION => VALUE ...
226 Internal method - returns a filled-in template for this invoice as a scalar.
228 See print_ps and print_pdf for methods that return PostScript and PDF output.
236 The B<format> option is required and should be set to html, latex (print and PDF) or template (plaintext).
246 Overrides "Invoice" as the name of the sent document.
250 Used to control the printing of overdue messages. The
251 default is now. It isn't the date of the invoice; that's the `_date' field.
252 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
253 L<Time::Local> and L<Date::Parse> for conversion functions.
257 Logo file (path to temporary EPS file on the local filesystem)
261 CID for inline (emailed) images (logo)
265 Override customer's locale
269 Overrides any per customer cdr squelching when true
273 Supress the (invoice, quotation, statement, etc.) number
281 Supress the payment coupon
285 Barcode file (path to temporary EPS file on the local filesystem)
289 Flag indicating the barcode image should be a link (normal HTML dipaly)
293 Barcode CID for inline (emailed) images
295 =item preref_callback
297 Coderef run for each line item, code should return HTML to be displayed
298 before that line item (quotations only)
302 Dprecated. Used as a suffix for a configuration template. Please
303 don't use this, it deprecated in favor of more flexible alternatives.
309 #what's with all the sprintf('%10.2f')'s in here? will it cause any
310 # (alignment in text invoice?) problems to change them all to '%.2f' ?
311 # yes: fixed width/plain text printing will be borked
313 my( $self, %params ) = @_;
314 my $conf = $self->conf;
316 my $today = $params{today} ? $params{today} : time;
317 warn "$me print_generic called on $self with suffix $params{template}\n"
320 my $format = $params{format};
321 die "Unknown format: $format"
322 unless $format =~ /^(latex|html|template)$/;
324 my $cust_main = $self->cust_main || $self->prospect_main;
325 $cust_main->payname( $cust_main->first. ' '. $cust_main->getfield('last') )
326 unless $cust_main->payname
327 && $cust_main->payby !~ /^(CARD|DCRD|CHEK|DCHK)$/;
329 my $locale = $params{'locale'} || $cust_main->locale;
331 my %delimiters = ( 'latex' => [ '[@--', '--@]' ],
332 'html' => [ '<%=', '%>' ],
333 'template' => [ '{', '}' ],
336 warn "$me print_generic creating template\n"
339 # set the notice name here, and nowhere else.
340 my $notice_name = $params{notice_name}
341 || $conf->config('notice_name')
342 || $self->notice_name;
345 my $template = $params{template} ? $params{template} : $self->_agent_template;
346 my $templatefile = $self->template_conf. $format;
347 $templatefile .= "_$template"
348 if length($template) && $conf->exists($templatefile."_$template");
351 my @invoice_template = map "$_\n", $conf->config($templatefile)
352 or die "cannot load config data $templatefile";
354 if ( $format eq 'latex' && grep { /^%%Detail/ } @invoice_template ) {
355 #change this to a die when the old code is removed
356 # it's been almost ten years, changing it to a die on the next release.
357 warn "old-style invoice template $templatefile; ".
358 "patch with conf/invoice_latex.diff or use new conf/invoice_latex*\n";
359 #$old_latex = 'true';
360 #@invoice_template = _translate_old_latex_format(@invoice_template);
363 warn "$me print_generic creating T:T object\n"
366 my $text_template = new Text::Template(
368 SOURCE => \@invoice_template,
369 DELIMITERS => $delimiters{$format},
372 warn "$me print_generic compiling T:T object\n"
375 $text_template->compile()
376 or die "Can't compile $templatefile: $Text::Template::ERROR\n";
379 # additional substitution could possibly cause breakage in existing templates
382 'notes' => sub { map "$_", @_ },
383 'footer' => sub { map "$_", @_ },
384 'smallfooter' => sub { map "$_", @_ },
385 'returnaddress' => sub { map "$_", @_ },
386 'coupon' => sub { map "$_", @_ },
387 'summary' => sub { map "$_", @_ },
393 s/%%(.*)$/<!-- $1 -->/g;
394 s/\\section\*\{\\textsc\{(.)(.*)\}\}/<p><b><font size="+1">$1<\/font>\U$2<\/b>/g;
395 s/\\begin\{enumerate\}/<ol>/g;
397 s/\\end\{enumerate\}/<\/ol>/g;
398 s/\\textbf\{(.*)\}/<b>$1<\/b>/g;
407 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
409 sub { map { s/~/ /g; s/\\\\\*?\s*$/<BR>/; $_; } @_ },
415 s/\\hyphenation\{[\w\s\-]+}//;
420 'coupon' => sub { "" },
421 'summary' => sub { "" },
428 s/\\section\*\{\\textsc\{(.*)\}\}/\U$1/g;
429 s/\\begin\{enumerate\}//g;
431 s/\\end\{enumerate\}//g;
432 s/\\textbf\{(.*)\}/$1/g;
439 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
441 sub { map { s/~/ /g; s/\\\\\*?\s*$/\n/; $_; } @_ },
446 s/\\\\\*?\s*$/\n/; # dubious
447 s/\\hyphenation\{[\w\s\-]+}//;
451 'coupon' => sub { "" },
452 'summary' => sub { "" },
457 # hashes for differing output formats
458 my %nbsps = ( 'latex' => '~',
459 'html' => '', # '&nbps;' would be nice
460 'template' => '', # not used
462 my $nbsp = $nbsps{$format};
464 my %escape_functions = ( 'latex' => \&_latex_escape,
465 'html' => \&_html_escape_nbsp,#\&encode_entities,
466 'template' => sub { shift },
468 my $escape_function = $escape_functions{$format};
469 my $escape_function_nonbsp = ($format eq 'html')
470 ? \&_html_escape : $escape_function;
472 my %newline_tokens = ( 'latex' => '\\\\',
476 my $newline_token = $newline_tokens{$format};
478 warn "$me generating template variables\n"
481 # generate template variables
485 defined( $conf->config_orbase( "invoice_${format}returnaddress",
489 && length( $conf->config_orbase( "invoice_${format}returnaddress",
495 $returnaddress = join("\n",
496 $conf->config_orbase("invoice_${format}returnaddress", $template)
500 $conf->config_orbase('invoice_latexreturnaddress', $template) ) {
502 my $convert_map = $convert_maps{$format}{'returnaddress'};
505 &$convert_map( $conf->config_orbase( "invoice_latexreturnaddress",
510 } elsif ( grep /\S/, $conf->config('company_address', $cust_main->agentnum) ) {
512 my $convert_map = $convert_maps{$format}{'returnaddress'};
513 $returnaddress = join( "\n", &$convert_map(
514 map { s/( {2,})/'~' x length($1)/eg;
518 ( $conf->config('company_name', $cust_main->agentnum),
519 $conf->config('company_address', $cust_main->agentnum),
526 my $warning = "Couldn't find a return address; ".
527 "do you need to set the company_address configuration value?";
529 $returnaddress = $nbsp;
530 #$returnaddress = $warning;
534 warn "$me generating invoice data\n"
537 my $agentnum = $cust_main->agentnum;
542 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
543 'company_address' => join("\n", $conf->config('company_address', $agentnum) ). "\n",
544 'company_phonenum'=> scalar( $conf->config('company_phonenum', $agentnum) ),
545 'returnaddress' => $returnaddress,
546 'agent' => &$escape_function($cust_main->agent->agent),
548 #invoice/quotation info
549 'no_number' => $params{'no_number'},
550 'invnum' => ( $params{'no_number'} ? '' : $self->invnum ),
551 'quotationnum' => $self->quotationnum,
552 'no_date' => $params{'no_date'},
553 '_date' => ( $params{'no_date'} ? '' : $self->_date ),
554 # workaround for inconsistent behavior in the early plain text
555 # templates; see RT#28271
556 'date' => ( $params{'no_date'}
558 : ($format eq 'template'
560 : $self->time2str_local('long', $self->_date, $format)
563 'today' => $self->time2str_local('long', $today, $format),
564 'terms' => $self->terms,
565 'template' => $template, #params{'template'},
566 'notice_name' => $notice_name, # escape?
567 'current_charges' => sprintf("%.2f", $self->charged),
568 'duedate' => $self->due_date2str('rdate'), #date_format?
569 'duedate_long' => $self->due_date2str('long'),
572 'custnum' => $cust_main->display_custnum,
573 'prospectnum' => $cust_main->prospectnum,
574 'agent_custid' => &$escape_function($cust_main->agent_custid),
575 ( map { $_ => &$escape_function($cust_main->$_()) } qw(
576 payname company address1 address2 city state zip fax
580 'ship_enable' => $cust_main->invoice_ship_address || $conf->exists('invoice-ship_address'),
581 'unitprices' => $conf->exists('invoice-unitprice'),
582 'smallernotes' => $conf->exists('invoice-smallernotes'),
583 'smallerfooter' => $conf->exists('invoice-smallerfooter'),
584 'balance_due_below_line' => $conf->exists('balance_due_below_line'),
586 #layout info -- would be fancy to calc some of this and bury the template
588 'topmargin' => scalar($conf->config('invoice_latextopmargin', $agentnum)),
589 'headsep' => scalar($conf->config('invoice_latexheadsep', $agentnum)),
590 'textheight' => scalar($conf->config('invoice_latextextheight', $agentnum)),
591 'extracouponspace' => scalar($conf->config('invoice_latexextracouponspace', $agentnum)),
592 'couponfootsep' => scalar($conf->config('invoice_latexcouponfootsep', $agentnum)),
593 'verticalreturnaddress' => $conf->exists('invoice_latexverticalreturnaddress', $agentnum),
594 'addresssep' => scalar($conf->config('invoice_latexaddresssep', $agentnum)),
595 'amountenclosedsep' => scalar($conf->config('invoice_latexcouponamountenclosedsep', $agentnum)),
596 'coupontoaddresssep' => scalar($conf->config('invoice_latexcoupontoaddresssep', $agentnum)),
597 'addcompanytoaddress' => $conf->exists('invoice_latexcouponaddcompanytoaddress', $agentnum),
599 # better hang on to conf_dir for a while (for old templates)
600 'conf_dir' => "$FS::UID::conf_dir/conf.$FS::UID::datasrc",
602 #these are only used when doing paged plaintext
609 $invoice_data{'emt'} = sub { &$escape_function($self->mt(@_)) };
610 # prototype here to silence warnings
611 $invoice_data{'time2str'} = sub ($;$$) { $self->time2str_local(@_, $format) };
613 my $min_sdate = 999999999999;
615 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
616 next unless $cust_bill_pkg->pkgnum > 0;
617 $min_sdate = $cust_bill_pkg->sdate
618 if length($cust_bill_pkg->sdate) && $cust_bill_pkg->sdate < $min_sdate;
619 $max_edate = $cust_bill_pkg->edate
620 if length($cust_bill_pkg->edate) && $cust_bill_pkg->edate > $max_edate;
623 $invoice_data{'bill_period'} = '';
624 $invoice_data{'bill_period'} =
625 $self->time2str_local('%e %h', $min_sdate, $format)
627 $self->time2str_local('%e %h', $max_edate, $format)
628 if ($max_edate != 0 && $min_sdate != 999999999999);
630 $invoice_data{finance_section} = '';
631 if ( $conf->config('finance_pkgclass') ) {
633 qsearchs('pkg_class', { classnum => $conf->config('finance_pkgclass') });
634 $invoice_data{finance_section} = $pkg_class->categoryname;
636 $invoice_data{finance_amount} = '0.00';
637 $invoice_data{finance_section} ||= 'Finance Charges'; #avoid config confusion
639 my $countrydefault = $conf->config('countrydefault') || 'US';
640 foreach ( qw( address1 address2 city state zip country fax) ){
641 my $method = 'ship_'.$_;
642 $invoice_data{"ship_$_"} = $escape_function->($cust_main->$method);
644 if ( length($cust_main->ship_company) ) {
645 $invoice_data{'ship_company'} = $escape_function->($cust_main->ship_company);
647 $invoice_data{'ship_company'} = $escape_function->($cust_main->company);
649 $invoice_data{'ship_contact'} = $escape_function->($cust_main->contact);
650 $invoice_data{'ship_country'} = ''
651 if ( $invoice_data{'ship_country'} eq $countrydefault );
653 $invoice_data{'cid'} = $params{'cid'}
656 if ( $cust_main->country eq $countrydefault ) {
657 $invoice_data{'country'} = '';
659 $invoice_data{'country'} = &$escape_function($cust_main->bill_country_full);
663 $invoice_data{'address'} = \@address;
666 ( ( $cust_main->payby eq 'BILL' ) && $cust_main->payinfo
667 ? " (P.O. #". $cust_main->payinfo. ")"
671 push @address, $cust_main->company
672 if $cust_main->company;
673 push @address, $cust_main->address1;
674 push @address, $cust_main->address2
675 if $cust_main->address2;
677 $cust_main->city. ", ". $cust_main->state. " ". $cust_main->zip;
678 push @address, $invoice_data{'country'}
679 if $invoice_data{'country'};
681 while (scalar(@address) < 5);
683 $invoice_data{'logo_file'} = $params{'logo_file'}
684 if $params{'logo_file'};
685 $invoice_data{'barcode_file'} = $params{'barcode_file'}
686 if $params{'barcode_file'};
687 $invoice_data{'barcode_img'} = $params{'barcode_img'}
688 if $params{'barcode_img'};
689 $invoice_data{'barcode_cid'} = $params{'barcode_cid'}
690 if $params{'barcode_cid'};
692 my( $pr_total, @pr_cust_bill ) = $self->previous; #previous balance
693 # my( $cr_total, @cr_cust_credit ) = $self->cust_credit; #credits
694 #my $balance_due = $self->owed + $pr_total - $cr_total;
695 my $balance_due = $self->owed;
696 if ( $self->enable_previous ) {
697 $balance_due += $pr_total;
699 # otherwise the previous balance is not shown, so including it in the
700 # balance due is just confusing
702 # the sum of amount owed on all invoices
703 # (this is used in the summary & on the payment coupon)
704 $invoice_data{'balance'} = sprintf("%.2f", $balance_due);
706 # flag telling this invoice to have a first-page summary
707 my $summarypage = '';
709 if ( $self->custnum && $self->invnum ) {
710 # XXX should be an FS::cust_bill method to set the defaults, instead
711 # of checking the type here
713 # info from customer's last invoice before this one, for some
715 $invoice_data{'last_bill'} = {};
717 my $last_bill = $self->previous_bill;
720 # "balance_date_range" unfortunately is unsuitable for this, since it
721 # cares about application dates. We want to know the sum of all
722 # _top-level transactions_ dated before the last invoice.
724 # still do this for the "Previous Balance" line of the summary block
726 map "$_ WHERE _date <= ? AND custnum = ?", (
727 "SELECT COALESCE( SUM(charged), 0 ) FROM cust_bill",
728 "SELECT -1 * COALESCE( SUM(amount), 0 ) FROM cust_credit",
729 "SELECT -1 * COALESCE( SUM(paid), 0 ) FROM cust_pay",
730 "SELECT COALESCE( SUM(refund), 0 ) FROM cust_refund",
733 # the customer's current balance immediately after generating the last
736 my $last_bill_balance = $last_bill->charged;
738 my $delta = FS::Record->scalar_sql(
740 $last_bill->_date - 1,
743 $last_bill_balance += $delta;
746 $last_bill_balance = sprintf("%.2f", $last_bill_balance);
748 warn sprintf("LAST BILL: INVNUM %d, DATE %s, BALANCE %.2f\n\n",
750 $self->time2str_local('%D', $last_bill->_date),
753 # ("true_previous_balance" is a terrible name, but at least it's no
754 # longer stored in the database)
755 $invoice_data{'true_previous_balance'} = $last_bill_balance;
757 # Now, get all applications of credits/payments dated on or after the
758 # previous bill, to invoices before the current bill. (The
759 # credit/payment date restriction prevents these from intersecting
760 # the "Previous Balance" set.)
761 # These are "adjustments". The past due balance will be shown as
762 # Previous Balance - Adjustments.
765 "SELECT COALESCE(SUM(y.amount),0) FROM $_ JOIN cust_bill USING (invnum)
766 WHERE cust_bill._date < ?
768 AND cust_bill.custnum = ?"
769 } "cust_credit AS x JOIN cust_credit_bill y USING (crednum)",
770 "cust_pay AS x JOIN cust_bill_pay y USING (paynum)"
773 my $delta = FS::Record->scalar_sql(
779 $adjustments += $delta;
781 $invoice_data{'balance_adjustments'} = sprintf("%.2f", $adjustments);
783 warn sprintf("BALANCE ADJUSTMENTS: %.2f\n\n",
784 $invoice_data{'balance_adjustments'}
787 # the sum of amount owed on all previous invoices
788 # ($pr_total is used elsewhere but not as $previous_balance)
789 $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
791 $invoice_data{'last_bill'}{'_date'} = $last_bill->_date; #unformatted
792 my (@payments, @credits);
793 # for formats that itemize previous payments
794 foreach my $cust_pay ( qsearch('cust_pay', {
795 'custnum' => $self->custnum,
796 '_date' => { op => '>=',
797 value => $last_bill->_date }
800 next if $cust_pay->_date > $self->_date;
802 '_date' => $cust_pay->_date,
803 'date' => $self->time2str_local('long', $cust_pay->_date, $format),
804 'payinfo' => $cust_pay->payby_payinfo_pretty,
805 'amount' => sprintf('%.2f', $cust_pay->paid),
807 # not concerned about applications
809 foreach my $cust_credit ( qsearch('cust_credit', {
810 'custnum' => $self->custnum,
811 '_date' => { op => '>=',
812 value => $last_bill->_date }
815 next if $cust_credit->_date > $self->_date;
817 '_date' => $cust_credit->_date,
818 'date' => $self->time2str_local('long', $cust_credit->_date, $format),
819 'creditreason'=> $cust_credit->reason,
820 'amount' => sprintf('%.2f', $cust_credit->amount),
823 $invoice_data{'previous_payments'} = \@payments;
824 $invoice_data{'previous_credits'} = \@credits;
826 # there is no $last_bill
827 $invoice_data{'true_previous_balance'} =
828 $invoice_data{'balance_adjustments'} =
829 $invoice_data{'previous_balance'} = '0.00';
830 $invoice_data{'previous_payments'} = [];
831 $invoice_data{'previous_credits'} = [];
834 if ( $conf->exists('invoice_usesummary', $agentnum) ) {
835 $invoice_data{'summarypage'} = $summarypage = 1;
838 } # if this is an invoice
840 warn "$me substituting variables in notes, footer, smallfooter\n"
843 my $tc = $self->template_conf;
844 my @include = ( [ $tc, 'notes' ],
845 [ 'invoice_', 'footer' ],
846 [ 'invoice_', 'smallfooter', ],
847 [ 'invoice_', 'watermark' ],
849 push @include, [ $tc, 'coupon', ]
850 unless $params{'no_coupon'};
852 foreach my $i (@include) {
854 # load the configuration for this sub-template
856 my($base, $include) = @$i;
858 my $inc_file = $conf->key_orbase("$base$format$include", $template);
860 my @inc_src = $conf->config($inc_file, $agentnum);
862 my $converter = $convert_maps{$format}{$include};
864 # then attempt to convert LaTeX to the requested format
865 $inc_file = $conf->key_orbase($base.'latex'.$include, $template);
866 @inc_src = &$converter( $conf->config($inc_file, $agentnum) );
868 # this isn't included in the convert_maps
869 my ($open, $close) = @{ $delimiters{$format} };
874 } # else @inc_src is empty and that's fine
876 # make a Text::Template out of it
878 my $inc_tt = new Text::Template (
880 SOURCE => [ map "$_\n", @inc_src ],
881 DELIMITERS => $delimiters{$format},
882 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
884 unless ( $inc_tt->compile() ) {
885 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
886 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
892 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
894 $invoice_data{$include} =~ s/\n+$//
895 if ($format eq 'latex');
898 # let invoices use either of these as needed
899 $invoice_data{'po_num'} = ($cust_main->payby eq 'BILL')
900 ? $cust_main->payinfo : '';
901 $invoice_data{'po_line'} =
902 ( $cust_main->payby eq 'BILL' && $cust_main->payinfo )
903 ? &$escape_function($self->mt("Purchase Order #").$cust_main->payinfo)
906 my %money_chars = ( 'latex' => '',
907 'html' => $conf->config('money_char') || '$',
910 my $money_char = $money_chars{$format};
913 my %other_money_chars = ( 'latex' => '\dollar ',#XXX should be a config too
914 'html' => $conf->config('money_char') || '$',
917 my $other_money_char = $other_money_chars{$format};
918 $invoice_data{'dollar'} = $other_money_char;
920 my %minus_signs = ( 'latex' => '$-$',
922 'template' => '- ' );
923 my $minus = $minus_signs{$format};
925 my @detail_items = ();
926 my @total_items = ();
930 $invoice_data{'detail_items'} = \@detail_items;
931 $invoice_data{'total_items'} = \@total_items;
932 $invoice_data{'buf'} = \@buf;
933 $invoice_data{'sections'} = \@sections;
935 warn "$me generating sections\n"
938 my $unsquelched = $params{unsquelch_cdr} || $cust_main->squelch_cdr ne 'Y';
939 my $multisection = $conf->exists($tc.'sections', $cust_main->agentnum) ||
940 $conf->exists($tc.'sections_by_location', $cust_main->agentnum);
941 $invoice_data{'multisection'} = $multisection;
943 my $extra_sections = [];
944 my $extra_lines = ();
946 # default section ('Charges')
947 my $default_section = { 'description' => '',
952 # Previous Charges section
953 # subtotal is the first return value from $self->previous
954 my $previous_section;
955 # if the invoice has major sections, or if we're summarizing previous
956 # charges with a single line, or if we've been specifically told to put them
957 # in a section, create a section for previous charges:
958 if ( $multisection or
959 $conf->exists('previous_balance-summary_only') or
960 $conf->exists('previous_balance-section') ) {
962 $previous_section = { 'description' => $self->mt('Previous Charges'),
963 'subtotal' => $other_money_char.
964 sprintf('%.2f', $pr_total),
965 'summarized' => '', #why? $summarypage ? 'Y' : '',
967 $previous_section->{posttotal} = '0 / 30 / 60 / 90 days overdue '.
968 join(' / ', map { $cust_main->balance_date_range(@$_) }
969 $self->_prior_month30s
971 if $conf->exists('invoice_include_aging');
974 # otherwise put them in the main section
975 $previous_section = $default_section;
978 my $adjust_section = {
979 'description' => $self->mt('Credits, Payments, and Adjustments'),
980 'adjust_section' => 1,
981 'subtotal' => 0, # adjusted below
983 my $adjust_weight = _pkg_category($adjust_section->{description})
984 ? _pkg_category($adjust_section->{description})->weight
986 $adjust_section->{'summarized'} = ''; #why? $summarypage && !$adjust_weight ? 'Y' : '';
987 # Note: 'sort_weight' here is actually a flag telling whether there is an
988 # explicit package category for the adjust section. If so, certain behavior
990 $adjust_section->{'sort_weight'} = $adjust_weight;
993 if ( $multisection ) {
994 ($extra_sections, $extra_lines) =
995 $self->_items_extra_usage_sections($escape_function_nonbsp, $format)
996 if $conf->exists('usage_class_as_a_section', $cust_main->agentnum)
997 && $self->can('_items_extra_usage_sections');
999 push @$extra_sections, $adjust_section if $adjust_section->{sort_weight};
1001 push @detail_items, @$extra_lines if $extra_lines;
1003 # the code is written so that both methods can be used together, but
1004 # we haven't yet changed the template to take advantage of that, so for
1005 # now, treat them as mutually exclusive.
1006 my %section_method = ( by_category => 1 );
1007 if ( $conf->config($tc.'sections_method') eq 'location' ) {
1008 %section_method = ( by_location => 1 );
1010 my ($early, $late) =
1011 $self->_items_sections( 'summary' => $summarypage,
1012 'escape' => $escape_function_nonbsp,
1013 'extra_sections' => $extra_sections,
1014 'format' => $format,
1017 push @sections, @$early;
1018 $late_sections = $late;
1020 if ( $conf->exists('svc_phone_sections')
1021 && $self->can('_items_svc_phone_sections')
1024 my ($phone_sections, $phone_lines) =
1025 $self->_items_svc_phone_sections($escape_function_nonbsp, $format);
1026 push @{$late_sections}, @$phone_sections;
1027 push @detail_items, @$phone_lines;
1029 if ( $conf->exists('voip-cust_accountcode_cdr')
1030 && $cust_main->accountcode_cdr
1031 && $self->can('_items_accountcode_cdr')
1034 my ($accountcode_section, $accountcode_lines) =
1035 $self->_items_accountcode_cdr($escape_function_nonbsp,$format);
1036 if ( scalar(@$accountcode_lines) ) {
1037 push @{$late_sections}, $accountcode_section;
1038 push @detail_items, @$accountcode_lines;
1041 } else {# not multisection
1042 # make a default section
1043 push @sections, $default_section;
1044 # and calculate the finance charge total, since it won't get done otherwise.
1045 # and the default section total
1046 # XXX possibly finance_pkgclass should not be used in this manner?
1047 my @finance_charges;
1049 foreach my $cust_bill_pkg ( $self->cust_bill_pkg ) {
1050 if ( $invoice_data{finance_section} and
1051 grep { $_->section eq $invoice_data{finance_section} }
1052 $cust_bill_pkg->cust_bill_pkg_display ) {
1053 # I think these are always setup fees, but just to be sure...
1054 push @finance_charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1056 push @charges, $cust_bill_pkg->recur + $cust_bill_pkg->setup;
1059 $invoice_data{finance_amount} =
1060 sprintf('%.2f', sum( @finance_charges ) || 0);
1061 $default_section->{subtotal} = $other_money_char.
1062 sprintf('%.2f', sum( @charges ) || 0);
1065 # start setting up summary subtotals
1066 my @summary_subtotals;
1067 my $method = $conf->config('summary_subtotals_method');
1068 if ( ( ref($self) ne 'FS::quotation' ) and $method and $method ne $conf->config($tc.'sections_method') ) {
1069 # then re-section them by the correct method
1070 my %section_method = ( by_category => 1 );
1071 if ( $conf->config('summary_subtotals_method') eq 'location' ) {
1072 %section_method = ( by_location => 1 );
1074 my ($early, $late) =
1075 $self->_items_sections( 'summary' => $summarypage,
1076 'escape' => $escape_function_nonbsp,
1077 'extra_sections' => $extra_sections,
1078 'format' => $format,
1081 foreach ( @$early ) {
1082 next if $_->{subtotal} == 0;
1083 $_->{subtotal} = $other_money_char.sprintf('%.2f', $_->{subtotal});
1084 push @summary_subtotals, $_;
1087 # subtotal sectioning is the same as for the actual invoice sections
1088 @summary_subtotals = @sections;
1091 # Hereafter, push sections to both @sections and @summary_subtotals
1092 # if they belong in both places (e.g. tax section). Late sections are
1093 # never in @summary_subtotals.
1095 # previous invoice balances in the Previous Charges section if there
1096 # is one, otherwise in the main detail section
1097 # (except if summary_only is enabled, don't show them at all)
1098 if ( $self->can('_items_previous') &&
1099 $self->enable_previous &&
1100 ! $conf->exists('previous_balance-summary_only') ) {
1102 warn "$me adding previous balances\n"
1105 foreach my $line_item ( $self->_items_previous ) {
1108 ref => $line_item->{'pkgnum'},
1109 pkgpart => $line_item->{'pkgpart'},
1110 #quantity => 1, # not really correct
1111 section => $previous_section, # which might be $default_section
1112 description => &$escape_function($line_item->{'description'}),
1113 ext_description => [ map { &$escape_function($_) }
1114 @{ $line_item->{'ext_description'} || [] }
1116 amount => $money_char . $line_item->{'amount'},
1117 product_code => $line_item->{'pkgpart'} || 'N/A',
1120 push @detail_items, $detail;
1121 push @buf, [ $detail->{'description'},
1122 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1128 if ( @pr_cust_bill && $self->enable_previous ) {
1129 push @buf, ['','-----------'];
1130 push @buf, [ $self->mt('Total Previous Balance'),
1131 $money_char. sprintf("%10.2f", $pr_total) ];
1135 if ( $conf->exists('svc_phone-did-summary') && $self->can('_did_summary') ) {
1136 warn "$me adding DID summary\n"
1139 my ($didsummary,$minutes) = $self->_did_summary;
1140 my $didsummary_desc = 'DID Activity Summary (since last invoice)';
1142 { 'description' => $didsummary_desc,
1143 'ext_description' => [ $didsummary, $minutes ],
1147 foreach my $section (@sections, @$late_sections) {
1149 # begin some normalization
1150 $section->{'subtotal'} = $section->{'amount'}
1152 && !exists($section->{subtotal})
1153 && exists($section->{amount});
1155 $invoice_data{finance_amount} = sprintf('%.2f', $section->{'subtotal'} )
1156 if ( $invoice_data{finance_section} &&
1157 $section->{'description'} eq $invoice_data{finance_section} );
1159 if ( $multisection ) {
1161 if ( ref($section->{'subtotal'}) ) {
1163 $section->{'subtotal'} =
1164 sprintf("$other_money_char%.2f to $other_money_char%.2f",
1165 $section->{'subtotal'}[0],
1166 $section->{'subtotal'}[1]
1171 $section->{'subtotal'} = $other_money_char.
1172 sprintf('%.2f', $section->{'subtotal'})
1176 # continue some normalization
1177 $section->{'amount'} = $section->{'subtotal'}
1181 if ( $section->{'description'} ) {
1182 push @buf, ( [ &$escape_function($section->{'description'}), '' ],
1187 warn "$me setting options\n"
1191 $options{'section'} = $section if $multisection;
1192 $options{'format'} = $format;
1193 $options{'escape_function'} = $escape_function;
1194 $options{'no_usage'} = 1 unless $unsquelched;
1195 $options{'unsquelched'} = $unsquelched;
1196 $options{'summary_page'} = $summarypage;
1197 $options{'skip_usage'} =
1198 scalar(@$extra_sections) && !grep{$section == $_} @$extra_sections;
1199 $options{'preref_callback'} = $params{'preref_callback'};
1201 warn "$me searching for line items\n"
1204 foreach my $line_item ( $self->_items_pkg(%options),
1205 $self->_items_fee(%options) ) {
1207 warn "$me adding line item ".
1208 join(', ', map "$_=>".$line_item->{$_}, keys %$line_item). "\n"
1211 push @buf, ( [ $line_item->{'description'},
1212 $money_char. sprintf("%10.2f", $line_item->{'amount'}),
1214 map { [ " ". $_, '' ] } @{$line_item->{'ext_description'}},
1217 $line_item->{'ref'} = $line_item->{'pkgnum'};
1218 $line_item->{'product_code'} = $line_item->{'pkgpart'} || 'N/A'; # mt()?
1219 $line_item->{'section'} = $section;
1220 $line_item->{'description'} = &$escape_function($line_item->{'description'});
1221 $line_item->{'amount'} = $money_char.$line_item->{'amount'};
1223 if ( length($line_item->{'unit_amount'}) ) {
1224 $line_item->{'unit_amount'} = $money_char.$line_item->{'unit_amount'};
1226 $line_item->{'ext_description'} ||= [];
1228 push @detail_items, $line_item;
1231 if ( $section->{'description'} ) {
1232 push @buf, ( ['','-----------'],
1233 [ $section->{'description'}. ' sub-total',
1234 $section->{'subtotal'} # already formatted this
1243 $invoice_data{current_less_finance} =
1244 sprintf('%.2f', $self->charged - $invoice_data{finance_amount} );
1246 # if there's anything in the Previous Charges section, prepend it to the list
1247 if ( $pr_total and $previous_section ne $default_section ) {
1248 unshift @sections, $previous_section;
1249 # but not @summary_subtotals
1252 warn "$me adding taxes\n"
1255 # create a tax section if we don't yet have one
1256 my $tax_description = 'Taxes, Surcharges, and Fees';
1258 List::Util::first { $_->{description} eq $tax_description } @sections;
1259 if (!$tax_section) {
1260 $tax_section = { 'description' => $tax_description };
1261 push @sections, $tax_section if $multisection;
1263 $tax_section->{tax_section} = 1; # mark this section as containing taxes
1264 # if this is an existing tax section, we're merging the tax items into it.
1265 # grab the taxtotal that's already there, strip the money symbol if any
1266 my $taxtotal = $tax_section->{'subtotal'} || 0;
1267 $taxtotal =~ s/^\Q$other_money_char\E//;
1270 #my $tax_weight = _pkg_category($tax_section->{description})
1271 # ? _pkg_category($tax_section->{description})->weight
1273 #$tax_section->{'summarized'} = ''; #why? $summarypage && !$tax_weight ? 'Y' : '';
1274 #$tax_section->{'sort_weight'} = $tax_weight;
1276 my @items_tax = $self->_items_tax;
1277 foreach my $tax ( @items_tax ) {
1279 $taxtotal += $tax->{'amount'};
1281 my $description = &$escape_function( $tax->{'description'} );
1282 my $amount = sprintf( '%.2f', $tax->{'amount'} );
1284 if ( $multisection ) {
1286 push @detail_items, {
1287 ext_description => [],
1290 description => $description,
1291 amount => $money_char. $amount,
1293 section => $tax_section,
1298 push @total_items, {
1299 'total_item' => $description,
1300 'total_amount' => $other_money_char. $amount,
1305 push @buf,[ $description,
1306 $money_char. $amount,
1313 $total->{'total_item'} = $self->mt('Sub-total');
1314 $total->{'total_amount'} =
1315 $other_money_char. sprintf('%.2f', $self->charged - $taxtotal );
1317 if ( $multisection ) {
1318 if ( $taxtotal > 0 ) {
1319 # there are taxes, so prepare the section to be displayed.
1320 # $taxtotal already includes any line items that were already in the
1321 # section (fees, taxes that are charged as packages for some reason).
1322 # also set 'summarized' to false so that this isn't a summary-only
1324 $tax_section->{'subtotal'} = $other_money_char.
1325 sprintf('%.2f', $taxtotal);
1326 $tax_section->{'pretotal'} = 'New charges sub-total '.
1327 $total->{'total_amount'};
1328 $tax_section->{'description'} = $self->mt($tax_description);
1329 $tax_section->{'summarized'} = '';
1331 # append it if it's not already there
1332 if ( !grep $tax_section, @sections ) {
1333 push @sections, $tax_section;
1334 push @summary_subtotals, $tax_section;
1339 unshift @total_items, $total;
1342 $invoice_data{'taxtotal'} = sprintf('%.2f', $taxtotal);
1348 my %embolden_functions = (
1349 'latex' => sub { return '\textbf{'. shift(). '}' },
1350 'html' => sub { return '<b>'. shift(). '</b>' },
1351 'template' => sub { shift },
1353 my $embolden_function = $embolden_functions{$format};
1355 if ( $multisection ) {
1357 if ( $adjust_section->{'sort_weight'} ) {
1358 $adjust_section->{'posttotal'} = $self->mt('Balance Forward').' '.
1359 $other_money_char. sprintf("%.2f", ($self->billing_balance || 0) );
1361 $adjust_section->{'pretotal'} = $self->mt('New charges total').' '.
1362 $other_money_char. sprintf('%.2f', $self->charged );
1367 if ( $self->can('_items_total') ) { # should always be true now
1369 # even for multisection, need plain text version
1371 my @new_total_items = $self->_items_total;
1373 push @buf,['','-----------'];
1375 foreach ( @new_total_items ) {
1376 my ($item, $amount) = ($_->{'total_item'}, $_->{'total_amount'});
1377 $_->{'total_item'} = &$embolden_function( $item );
1378 $_->{'total_amount'} = &$embolden_function( $other_money_char.$amount );
1379 # but if it's multisection, don't append to @total_items. the adjust
1380 # section has all this stuff
1381 push @total_items, $_ if !$multisection;
1382 push @buf, [ $item, $money_char.sprintf('%10.2f',$amount) ];
1385 push @buf, [ '', '' ];
1387 # if we're showing previous invoices, also show previous
1388 # credits and payments
1389 if ( $self->enable_previous
1390 and $self->can('_items_credits')
1391 and $self->can('_items_payments') )
1395 my $credittotal = 0;
1396 foreach my $credit (
1397 $self->_items_credits( 'template' => $template, 'trim_len' => 40 )
1401 $total->{'total_item'} = &$escape_function($credit->{'description'});
1402 $credittotal += $credit->{'amount'};
1403 $total->{'total_amount'} = $minus.$other_money_char.$credit->{'amount'};
1404 if ( $multisection ) {
1405 push @detail_items, {
1406 ext_description => [],
1409 description => &$escape_function($credit->{'description'}),
1410 amount => $money_char . $credit->{'amount'},
1412 section => $adjust_section,
1415 push @total_items, $total;
1419 $invoice_data{'credittotal'} = sprintf('%.2f', $credittotal);
1422 foreach my $credit (
1423 $self->_items_credits( 'template' => $template, 'trim_len'=>32 )
1425 push @buf, [ $credit->{'description'}, $money_char.$credit->{'amount'} ];
1429 my $paymenttotal = 0;
1430 foreach my $payment (
1431 $self->_items_payments( 'template' => $template )
1434 $total->{'total_item'} = &$escape_function($payment->{'description'});
1435 $paymenttotal += $payment->{'amount'};
1436 $total->{'total_amount'} = $minus.$other_money_char.$payment->{'amount'};
1437 if ( $multisection ) {
1438 push @detail_items, {
1439 ext_description => [],
1442 description => &$escape_function($payment->{'description'}),
1443 amount => $money_char . $payment->{'amount'},
1445 section => $adjust_section,
1448 push @total_items, $total;
1450 push @buf, [ $payment->{'description'},
1451 $money_char. sprintf("%10.2f", $payment->{'amount'}),
1454 $invoice_data{'paymenttotal'} = sprintf('%.2f', $paymenttotal);
1456 if ( $multisection ) {
1457 $adjust_section->{'subtotal'} = $other_money_char.
1458 sprintf('%.2f', $credittotal + $paymenttotal);
1460 #why this? because {sort_weight} forces the adjust_section to appear
1461 #in @extra_sections instead of @sections. obviously.
1462 push @sections, $adjust_section
1463 unless $adjust_section->{sort_weight};
1464 # do not summarize; adjustments there are shown according to
1468 # create Balance Due message
1471 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1472 $total->{'total_amount'} =
1473 &$embolden_function(
1474 $other_money_char. sprintf('%.2f', #why? $summarypage
1475 # ? $self->charged +
1476 # $self->billing_balance
1478 $self->owed + $pr_total
1481 if ( $multisection && !$adjust_section->{sort_weight} ) {
1482 $adjust_section->{'posttotal'} = $total->{'total_item'}. ' '.
1483 $total->{'total_amount'};
1485 push @total_items, $total;
1487 push @buf,['','-----------'];
1488 push @buf,[$self->balance_due_msg, $money_char.
1489 sprintf("%10.2f", $balance_due ) ];
1492 if ( $conf->exists('previous_balance-show_credit')
1493 and $cust_main->balance < 0 ) {
1494 my $credit_total = {
1495 'total_item' => &$embolden_function($self->credit_balance_msg),
1496 'total_amount' => &$embolden_function(
1497 $other_money_char. sprintf('%.2f', -$cust_main->balance)
1500 if ( $multisection ) {
1501 $adjust_section->{'posttotal'} .= $newline_token .
1502 $credit_total->{'total_item'} . ' ' . $credit_total->{'total_amount'};
1505 push @total_items, $credit_total;
1507 push @buf,['','-----------'];
1508 push @buf,[$self->credit_balance_msg, $money_char.
1509 sprintf("%10.2f", -$cust_main->balance ) ];
1513 } #end of default total adding ! can('_items_total')
1515 if ( $multisection ) {
1516 if ( $conf->exists('svc_phone_sections')
1517 && $self->can('_items_svc_phone_sections')
1521 $total->{'total_item'} = &$embolden_function($self->balance_due_msg);
1522 $total->{'total_amount'} =
1523 &$embolden_function(
1524 $other_money_char. sprintf('%.2f', $self->owed + $pr_total)
1526 my $last_section = pop @sections;
1527 $last_section->{'posttotal'} = $total->{'total_item'}. ' '.
1528 $total->{'total_amount'};
1529 push @sections, $last_section;
1531 push @sections, @$late_sections
1535 # make a discounts-available section, even without multisection
1536 if ( $conf->exists('discount-show_available')
1537 and my @discounts_avail = $self->_items_discounts_avail ) {
1538 my $discount_section = {
1539 'description' => $self->mt('Discounts Available'),
1544 push @sections, $discount_section; # do not summarize
1545 push @detail_items, map { +{
1546 'ref' => '', #should this be something else?
1547 'section' => $discount_section,
1548 'description' => &$escape_function( $_->{description} ),
1549 'amount' => $money_char . &$escape_function( $_->{amount} ),
1550 'ext_description' => [ &$escape_function($_->{ext_description}) || () ],
1551 } } @discounts_avail;
1554 # not adding any more sections after this
1555 $invoice_data{summary_subtotals} = \@summary_subtotals;
1558 if ( $conf->exists('usage_class_summary')
1559 and $self->can('_items_usage_class_summary') ) {
1560 my @usage_subtotals = $self->_items_usage_class_summary(escape => $escape_function, 'money_char' => $other_money_char);
1561 if ( @usage_subtotals ) {
1562 unshift @sections, $usage_subtotals[0]->{section}; # do not summarize
1563 unshift @detail_items, @usage_subtotals;
1567 # invoice history "section" (not really a section)
1568 # not to be included in any subtotals, completely independent of
1570 if ( $conf->exists('previous_invoice_history') and $cust_main->isa('FS::cust_main') ) {
1573 foreach my $cust_bill ( $cust_main->cust_bill ) {
1574 # XXX hardcoded format, and currently only 'charged'; add other fields
1575 # if they become necessary
1576 my $date = $self->time2str_local('%b %Y', $cust_bill->_date);
1577 $history{$date} ||= 0;
1578 $history{$date} += $cust_bill->charged;
1579 # just so we have a numeric sort key
1580 $monthorder{$date} ||= $cust_bill->_date;
1582 my @sorted_months = sort { $monthorder{$a} <=> $monthorder{$b} }
1584 my @sorted_amounts = map { sprintf('%.2f', $history{$_}) } @sorted_months;
1585 $invoice_data{monthly_history} = [ \@sorted_months, \@sorted_amounts ];
1588 # service locations: another option for template customization
1590 foreach my $item (@detail_items) {
1591 if ( $item->{locationnum} ) {
1592 $location_info{ $item->{locationnum} } ||= {
1593 FS::cust_location->by_key( $item->{locationnum} )->location_hash
1597 $invoice_data{location_info} = \%location_info;
1599 # debugging hook: call this with 'diag' => 1 to just get a hash of
1600 # the invoice variables
1601 return \%invoice_data if ( $params{'diag'} );
1603 # All sections and items are built; now fill in templates.
1604 my @includelist = ();
1605 push @includelist, 'summary' if $summarypage;
1606 foreach my $include ( @includelist ) {
1608 my $inc_file = $conf->key_orbase("invoice_${format}$include", $template);
1611 if ( length( $conf->config($inc_file, $agentnum) ) ) {
1613 @inc_src = $conf->config($inc_file, $agentnum);
1617 $inc_file = $conf->key_orbase("invoice_latex$include", $template);
1619 my $convert_map = $convert_maps{$format}{$include};
1621 @inc_src = map { s/\[\@--/$delimiters{$format}[0]/g;
1622 s/--\@\]/$delimiters{$format}[1]/g;
1625 &$convert_map( $conf->config($inc_file, $agentnum) );
1629 my $inc_tt = new Text::Template (
1631 SOURCE => [ map "$_\n", @inc_src ],
1632 DELIMITERS => $delimiters{$format},
1633 ) or die "Can't create new Text::Template object: $Text::Template::ERROR";
1635 unless ( $inc_tt->compile() ) {
1636 my $error = "Can't compile $inc_file template: $Text::Template::ERROR\n";
1637 warn $error. "Template:\n". join('', map "$_\n", @inc_src);
1641 $invoice_data{$include} = $inc_tt->fill_in( HASH => \%invoice_data );
1643 $invoice_data{$include} =~ s/\n+$//
1644 if ($format eq 'latex');
1649 foreach ( grep /invoice_lines\(\d*\)/, @invoice_template ) { #kludgy
1650 /invoice_lines\((\d*)\)/;
1651 $invoice_lines += $1 || scalar(@buf);
1654 die "no invoice_lines() functions in template?"
1655 if ( $format eq 'template' && !$wasfunc );
1657 if ( $invoice_lines ) {
1658 $invoice_data{'total_pages'} = int( scalar(@buf) / $invoice_lines );
1659 $invoice_data{'total_pages'}++
1660 if scalar(@buf) % $invoice_lines;
1663 #setup subroutine for the template
1664 $invoice_data{invoice_lines} = sub {
1665 my $lines = shift || scalar(@buf);
1674 if ($format eq 'template') {
1679 push @collect, split("\n",
1680 $text_template->fill_in( HASH => \%invoice_data )
1682 $invoice_data{'page'}++;
1684 map "$_\n", @collect;
1686 } else { # this is where we actually create the invoice
1688 if ( $params{no_addresses} ) {
1689 delete $invoice_data{$_} foreach qw(
1690 payname company address1 address2 city state zip country
1692 $invoice_data{returnaddress} = '~';
1695 warn "filling in template for invoice ". $self->invnum. "\n"
1697 warn join("\n", map " $_ => ". $invoice_data{$_}, keys %invoice_data). "\n"
1700 $text_template->fill_in(HASH => \%invoice_data);
1704 sub notice_name { '('.shift->table.')'; }
1706 sub template_conf { 'invoice_'; }
1708 # helper routine for generating date ranges
1709 sub _prior_month30s {
1712 [ 1, 2592000 ], # 0-30 days ago
1713 [ 2592000, 5184000 ], # 30-60 days ago
1714 [ 5184000, 7776000 ], # 60-90 days ago
1715 [ 7776000, 0 ], # 90+ days ago
1718 map { [ $_->[0] ? $self->_date - $_->[0] - 1 : '',
1719 $_->[1] ? $self->_date - $_->[1] - 1 : '',
1724 =item print_ps HASHREF | [ TIME [ , TEMPLATE ] ]
1726 Returns an postscript invoice, as a scalar.
1728 Options can be passed as a hashref (recommended) or as a list of time, template
1729 and then any key/value pairs for any other options.
1731 I<time> an optional value used to control the printing of overdue messages. The
1732 default is now. It isn't the date of the invoice; that's the `_date' field.
1733 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1734 L<Time::Local> and L<Date::Parse> for conversion functions.
1736 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1743 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1744 my $ps = generate_ps($file);
1746 unlink($barcodefile) if $barcodefile;
1751 =item print_pdf HASHREF | [ TIME [ , TEMPLATE ] ]
1753 Returns an PDF invoice, as a scalar.
1755 Options can be passed as a hashref (recommended) or as a list of time, template
1756 and then any key/value pairs for any other options.
1758 I<time> an optional value used to control the printing of overdue messages. The
1759 default is now. It isn't the date of the invoice; that's the `_date' field.
1760 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1761 L<Time::Local> and L<Date::Parse> for conversion functions.
1763 I<template>, if specified, is the name of a suffix for alternate invoices.
1765 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1772 my ($file, $logofile, $barcodefile) = $self->print_latex(@_);
1773 my $pdf = generate_pdf($file);
1775 unlink($barcodefile) if $barcodefile;
1780 =item print_html HASHREF | [ TIME [ , TEMPLATE [ , CID ] ] ]
1782 Returns an HTML invoice, as a scalar.
1784 I<time> an optional value used to control the printing of overdue messages. The
1785 default is now. It isn't the date of the invoice; that's the `_date' field.
1786 It is specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
1787 L<Time::Local> and L<Date::Parse> for conversion functions.
1789 I<template>, if specified, is the name of a suffix for alternate invoices.
1791 I<notice_name>, if specified, overrides "Invoice" as the name of the sent document (templates from 10/2009 or newer required)
1793 I<cid> is a MIME Content-ID used to create a "cid:" URL for the logo image, used
1794 when emailing the invoice as part of a multipart/related MIME email.
1802 %params = %{ shift() };
1806 $params{'format'} = 'html';
1808 $self->print_generic( %params );
1811 # quick subroutine for print_latex
1813 # There are ten characters that LaTeX treats as special characters, which
1814 # means that they do not simply typeset themselves:
1815 # # $ % & ~ _ ^ \ { }
1817 # TeX ignores blanks following an escaped character; if you want a blank (as
1818 # in "10% of ..."), you have to "escape" the blank as well ("10\%\ of ...").
1822 $value =~ s/([#\$%&~_\^{}])( )?/"\\$1". ( ( defined($2) && length($2) ) ? "\\$2" : '' )/ge;
1823 $value =~ s/([<>])/\$$1\$/g;
1829 encode_entities($value);
1833 sub _html_escape_nbsp {
1834 my $value = _html_escape(shift);
1835 $value =~ s/ +/ /g;
1839 #utility methods for print_*
1841 sub _translate_old_latex_format {
1842 warn "_translate_old_latex_format called\n"
1849 if ( $line =~ /^%%Detail\s*$/ ) {
1851 push @template, q![@--!,
1852 q! foreach my $_tr_line (@detail_items) {!,
1853 q! if ( scalar ($_tr_item->{'ext_description'} ) ) {!,
1854 q! $_tr_line->{'description'} .= !,
1855 q! "\\tabularnewline\n~~".!,
1856 q! join( "\\tabularnewline\n~~",!,
1857 q! @{$_tr_line->{'ext_description'}}!,
1861 while ( ( my $line_item_line = shift )
1862 !~ /^%%EndDetail\s*$/ ) {
1863 $line_item_line =~ s/'/\\'/g; # nice LTS
1864 $line_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1865 $line_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1866 push @template, " \$OUT .= '$line_item_line';";
1869 push @template, '}',
1872 } elsif ( $line =~ /^%%TotalDetails\s*$/ ) {
1874 push @template, '[@--',
1875 ' foreach my $_tr_line (@total_items) {';
1877 while ( ( my $total_item_line = shift )
1878 !~ /^%%EndTotalDetails\s*$/ ) {
1879 $total_item_line =~ s/'/\\'/g; # nice LTS
1880 $total_item_line =~ s/\\/\\\\/g; # escape quotes and backslashes
1881 $total_item_line =~ s/\$(\w+)/'. \$_tr_line->{$1}. '/g;
1882 push @template, " \$OUT .= '$total_item_line';";
1885 push @template, '}',
1889 $line =~ s/\$(\w+)/[\@-- \$$1 --\@]/g;
1890 push @template, $line;
1896 warn "$_\n" foreach @template;
1908 my $conf = $self->conf;
1910 #check for an invoice-specific override
1911 return $self->invoice_terms if $self->invoice_terms;
1913 #check for a customer- specific override
1914 my $cust_main = $self->cust_main;
1915 return $cust_main->invoice_terms if $cust_main && $cust_main->invoice_terms;
1919 $agentnum = $cust_main->agentnum;
1920 } elsif ( my $prospect_main = $self->prospect_main ) {
1921 $agentnum = $prospect_main->agentnum;
1924 #use configured default
1925 $conf->config('invoice_default_terms', $agentnum) || '';
1935 if ( $self->terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
1936 $duedate = $self->_date() + ( $1 * 86400 );
1937 } elsif ( $self->terms =~ /^End of Month$/ ) {
1938 my ($mon,$year) = (localtime($self->_date) )[4,5];
1940 until ( $mon < 12 ) { $mon -= 12; $year++; }
1941 my $nextmonth_first = timelocal(0,0,0,1,$mon,$year);
1942 $duedate = $nextmonth_first - 86400;
1953 $self->due_date ? $self->time2str_local(shift, $self->due_date) : '';
1956 =item balance_due_msg
1960 sub balance_due_msg {
1962 my $msg = $self->mt('Balance Due');
1963 return $msg unless $self->terms; # huh?
1964 if ( !$self->conf->exists('invoice_show_prior_due_date')
1965 or $self->conf->exists('invoice_sections') ) {
1966 # if enabled, the due date is shown with Total New Charges (see
1967 # _items_total) and not here
1968 # (yes, or if invoice_sections is enabled; this is just for compatibility)
1969 if ( $self->due_date ) {
1971 $self->conf->config('invoice_pay_by_msg', $self->agentnum)
1972 || 'Please pay by [_1]';
1973 $msg .= ' - ' . $self->mt($please_pay_by, $self->due_date2str('short')).
1975 unless $self->conf->config_bool('invoice_omit_due_date',$self->agentnum);
1976 } elsif ( $self->terms ) {
1977 $msg .= ' - '. $self->mt($self->terms);
1983 =item balance_due_date
1987 sub balance_due_date {
1989 my $conf = $self->conf;
1991 my $terms = $self->terms;
1992 if ( $terms =~ /^\s*Net\s*(\d+)\s*$/ ) {
1993 $duedate = $self->time2str_local('rdate', $self->_date + ($1*86400) );
1998 sub credit_balance_msg {
2000 $self->mt('Credit Balance Remaining')
2005 Returns a string with the date, for example: "3/20/2008", localized for the
2006 customer. Use _date_pretty_unlocalized for non-end-customer display use.
2012 $self->time2str_local('short', $self->_date);
2015 =item _date_pretty_unlocalized
2017 Returns a string with the date, for example: "3/20/2008", in the format
2018 configured for the back-office. Use _date_pretty for end-customer display use.
2022 sub _date_pretty_unlocalized {
2024 time2str($date_format, $self->_date);
2029 Emails this template.
2031 Options are passed as a hashref. Available options:
2037 If specified, overrides the default From: address.
2041 If specified, overrides the name of the sent document ("Invoice" or "Quotation")
2045 (Deprecated) If specified, is the name of a suffix for alternate template files.
2049 Options accepted by generate_email can also be used.
2055 my $opt = shift || {};
2056 if ($opt and !ref($opt)) {
2057 die ref($self). '->email called with positional parameters';
2060 return if $self->hide;
2062 my $error = send_email(
2063 $self->generate_email(
2064 'subject' => $self->email_subject($opt->{template}),
2065 %$opt, # template, etc.
2069 die "can't email: $error\n" if $error;
2072 =item generate_email OPTION => VALUE ...
2080 sender address, required
2084 alternate template name, optional
2088 email subject, optional
2092 notice name instead of "Invoice", optional
2096 Returns an argument list to be passed to L<FS::Misc::send_email>.
2102 sub generate_email {
2106 my $conf = $self->conf;
2108 my $me = '[FS::Template_Mixin::generate_email]';
2111 'from' => $args{'from'},
2112 'subject' => ($args{'subject'} || $self->email_subject),
2113 'custnum' => $self->custnum,
2114 'msgtype' => 'invoice',
2117 $args{'unsquelch_cdr'} = $conf->exists('voip-cdr_email');
2119 my $cust_main = $self->cust_main;
2121 if (ref($args{'to'}) eq 'ARRAY') {
2122 $return{'to'} = $args{'to'};
2123 } elsif ( $cust_main ) {
2124 $return{'to'} = [ $cust_main->invoicing_list_emailonly ];
2127 my $tc = $self->template_conf;
2129 my @text; # array of lines
2130 my $html; # a big string
2131 my @related_parts; # will contain the text/HTML alternative, and images
2132 my $related; # will contain the multipart/related object
2134 if ( $conf->exists($tc. 'email_pdf') ) {
2135 if ( my $msgnum = $conf->config($tc.'email_pdf_msgnum') ) {
2137 warn "$me using '${tc}email_pdf_msgnum' in multipart message"
2140 my $msg_template = FS::msg_template->by_key($msgnum)
2141 or die "${tc}email_pdf_msgnum $msgnum not found\n";
2142 my %prepared = $msg_template->prepare(
2143 cust_main => $self->cust_main,
2147 @text = split(/(?=\n)/, $prepared{'text_body'});
2148 $html = $prepared{'html_body'};
2150 } elsif ( my @note = $conf->config($tc.'email_pdf_note') ) {
2152 warn "$me using '${tc}email_pdf_note' in multipart message"
2154 @text = $conf->config($tc.'email_pdf_note');
2155 $html = join('<BR>', @text);
2157 } # else use the plain text invoice
2162 if ( $conf->config($tc.'template') ) {
2164 warn "$me generating plain text invoice"
2167 # 'print_text' argument is no longer used
2168 @text = $self->print_text(\%args);
2172 warn "$me no plain text version exists; sending empty message body"
2179 my $text_part = build MIME::Entity (
2180 'Type' => 'text/plain',
2181 'Encoding' => 'quoted-printable',
2182 'Charset' => 'UTF-8',
2183 #'Encoding' => '7bit',
2185 'Disposition' => 'inline',
2190 if ( $conf->exists($tc.'html') ) {
2191 warn "$me generating HTML invoice"
2194 $args{'from'} =~ /\@([\w\.\-]+)/;
2195 my $from = $1 || 'example.com';
2196 my $content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2199 my $agentnum = $cust_main ? $cust_main->agentnum
2200 : $self->prospect_main->agentnum;
2201 if ( defined($args{'template'}) && length($args{'template'})
2202 && $conf->exists( 'logo_'. $args{'template'}. '.png', $agentnum )
2205 $logo = 'logo_'. $args{'template'}. '.png';
2209 my $image_data = $conf->config_binary( $logo, $agentnum);
2211 push @related_parts, build MIME::Entity
2212 'Type' => 'image/png',
2213 'Encoding' => 'base64',
2214 'Data' => $image_data,
2215 'Filename' => 'logo.png',
2216 'Content-ID' => "<$content_id>",
2219 if ( ref($self) eq 'FS::cust_bill' && $conf->exists('invoice-barcode') ) {
2220 my $barcode_content_id = join('.', rand()*(2**32), $$, time). "\@$from";
2221 push @related_parts, build MIME::Entity
2222 'Type' => 'image/png',
2223 'Encoding' => 'base64',
2224 'Data' => $self->invoice_barcode(0),
2225 'Filename' => 'barcode.png',
2226 'Content-ID' => "<$barcode_content_id>",
2228 $args{'barcode_cid'} = $barcode_content_id;
2231 $html = $self->print_html({ 'cid'=>$content_id, %args });
2238 warn "$me creating HTML/text multipart message"
2241 $return{'nobody'} = 1;
2243 my $alternative = build MIME::Entity
2244 'Type' => 'multipart/alternative',
2245 #'Encoding' => '7bit',
2246 'Disposition' => 'inline'
2250 $alternative->add_part($text_part);
2253 $alternative->attach(
2254 'Type' => 'text/html',
2255 'Encoding' => 'quoted-printable',
2256 'Data' => [ '<html>',
2259 ' '. encode_entities($return{'subject'}),
2262 ' <body bgcolor="#e8e8e8">',
2267 'Disposition' => 'inline',
2268 #'Filename' => 'invoice.pdf',
2271 unshift @related_parts, $alternative;
2273 $related = build MIME::Entity 'Type' => 'multipart/related',
2274 'Encoding' => '7bit';
2276 #false laziness w/Misc::send_email
2277 $related->head->replace('Content-type',
2278 $related->mime_type.
2279 '; boundary="'. $related->head->multipart_boundary. '"'.
2280 '; type=multipart/alternative'
2283 $related->add_part($_) foreach @related_parts;
2287 my @otherparts = ();
2288 if ( ref($self) eq 'FS::cust_bill' && $cust_main->email_csv_cdr ) {
2290 if ( $conf->config('voip-cdr_email_attach') eq 'zip' ) {
2292 my $data = join('', map "$_\n",
2293 $self->call_details(prepend_billed_number=>1)
2296 my $zip = new Archive::Zip;
2297 my $file = $zip->addString( $data, 'usage-'.$self->invnum.'.csv' );
2298 $file->desiredCompressionMethod( COMPRESSION_DEFLATED );
2301 my $SH = IO::Scalar->new(\$zipdata);
2302 my $status = $zip->writeToFileHandle($SH);
2303 die "Error zipping CDR attachment: $!" unless $status == AZ_OK;
2305 push @otherparts, build MIME::Entity
2306 'Type' => 'application/zip',
2307 'Encoding' => 'base64',
2309 'Disposition' => 'attachment',
2310 'Filename' => 'usage-'. $self->invnum. '.zip',
2313 } else { # } elsif ( $conf->config('voip-cdr_email_attach') eq 'csv' ) {
2315 push @otherparts, build MIME::Entity
2316 'Type' => 'text/csv',
2317 'Encoding' => '7bit',
2318 'Data' => [ map { "$_\n" }
2319 $self->call_details('prepend_billed_number' => 1)
2321 'Disposition' => 'attachment',
2322 'Filename' => 'usage-'. $self->invnum. '.csv',
2329 if ( $conf->exists($tc.'email_pdf') ) {
2334 # multipart/alternative
2340 my $pdf = build MIME::Entity $self->mimebuild_pdf(\%args);
2341 push @otherparts, $pdf;
2345 $return{'content-type'} = 'multipart/mixed'; # of the outer container
2347 $return{'mimeparts'} = [ $related, @otherparts ];
2348 $return{'type'} = 'multipart/related'; # of the first part
2350 $return{'mimeparts'} = [ $text_part, @otherparts ];
2351 $return{'type'} = 'text/plain';
2353 } elsif ( $html ) { # no PDF or CSV, strip the outer container
2354 $return{'mimeparts'} = \@related_parts;
2355 $return{'content-type'} = 'multipart/related';
2356 $return{'type'} = 'multipart/alternative';
2357 } else { # no HTML either
2358 $return{'body'} = \@text;
2359 $return{'content-type'} = 'text/plain';
2368 Returns a list suitable for passing to MIME::Entity->build(), representing
2369 this invoice as PDF attachment.
2376 'Type' => 'application/pdf',
2377 'Encoding' => 'base64',
2378 'Data' => [ $self->print_pdf(@_) ],
2379 'Disposition' => 'attachment',
2380 'Filename' => 'invoice-'. $self->invnum. '.pdf',
2384 =item postal_mail_fsinc
2386 Sends this invoice to the Freeside Internet Services, Inc. print and mail
2392 use IO::Socket::SSL;
2394 use HTTP::Request::Common qw( POST );
2397 sub postal_mail_fsinc {
2398 my ( $self, %opt ) = @_;
2400 my $url = 'https://ws.freeside.biz/print';
2402 my $cust_main = $self->cust_main;
2403 my $agentnum = $cust_main->agentnum;
2404 my $bill_location = $cust_main->bill_location;
2406 die "Extra charges for international mailing; contact support\@freeside.biz to enable\n"
2407 if $bill_location->country ne 'US';
2409 my $conf = new FS::Conf;
2411 my @company_address = $conf->config('company_address', $agentnum);
2412 my ( $company_address1, $company_address2, $company_city, $company_state, $company_zip );
2413 if ( $company_address[2] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2414 $company_address1 = $company_address[0];
2415 $company_address2 = $company_address[1];
2417 $company_state = $2;
2419 } elsif ( $company_address[1] =~ /^\s*(\S.*\S)\s*[\s,](\w\w),?\s*(\d{5}(-\d{4})?)\s*$/ ) {
2420 $company_address1 = $company_address[0];
2421 $company_address2 = '';
2423 $company_state = $2;
2426 die "Unparsable company_address; contact support\@freeside.biz\n";
2428 $company_city =~ s/,$//;
2430 my $file = $self->print_pdf(%opt, 'no_addresses' => 1);
2431 my $pages = CAM::PDF->new($file)->numPages;
2433 my $ua = LWP::UserAgent->new(
2435 verify_hostname => 0,
2436 SSL_verify_mode => IO::Socket::SSL::SSL_VERIFY_NONE,
2437 SSL_version => 'SSLv3',
2440 my $response = $ua->request( POST $url, [
2441 'support-key' => scalar($conf->config('support-key')),
2442 'file' => encode_base64($file),
2446 'company_name' => scalar( $conf->config('company_name', $agentnum) ),
2447 'company_address1' => $company_address1,
2448 'company_address2' => $company_address2,
2449 'company_city' => $company_city,
2450 'company_state' => $company_state,
2451 'company_zip' => $company_zip,
2452 'company_country' => 'US',
2453 'company_phonenum' => scalar($conf->config('company_phonenum', $agentnum)),
2454 'company_email' => scalar($conf->config('invoice_from', $agentnum)),
2457 'name' => ( $cust_main->payname
2458 && $cust_main->payby !~ /^(CARD|DCRD|CHEK|DCHK)$/
2459 ? $cust_main->payname
2460 : $cust_main->contact_firstlast
2462 'company' => $cust_main->company,
2463 'address1' => $bill_location->address1,
2464 'address2' => $bill_location->address2,
2465 'city' => $bill_location->city,
2466 'state' => $bill_location->state,
2467 'zip' => $bill_location->zip,
2468 'country' => $bill_location->country,
2471 die "Print connection error: ". $response->message.
2472 ' ('. $response->as_string. ")\n"
2473 unless $response->is_success;
2476 my $content = eval { decode_json($response->content) };
2477 die "Print JSON error : $@\n" if $@;
2479 die $content->{error}."\n"
2480 if $content->{error};
2482 #TODO: store this so we can query for a status later
2483 warn "Invoice printed, ID ". $content->{id}. "\n";
2488 =item _items_sections OPTIONS
2490 Generate section information for all items appearing on this invoice.
2491 This will only be called for multi-section invoices.
2493 For each line item (L<FS::cust_bill_pkg> record), this will fetch all
2494 related display records (L<FS::cust_bill_pkg_display>) and organize
2495 them into two groups ("early" and "late" according to whether they come
2496 before or after the total), then into sections. A subtotal is calculated
2499 Section descriptions are returned in sort weight order. Each consists
2500 of a hash containing:
2502 description: the package category name, escaped
2503 subtotal: the total charges in that section
2504 tax_section: a flag indicating that the section contains only tax charges
2505 summarized: same as tax_section, for some reason
2506 sort_weight: the package category's sort weight
2508 If 'condense' is set on the display record, it also contains everything
2509 returned from C<_condense_section()>, i.e. C<_condensed_foo_generator>
2510 coderefs to generate parts of the invoice. This is not advised.
2512 The method returns two arrayrefs, one of "early" sections and one of "late"
2515 OPTIONS may include:
2517 by_location: a flag to divide the invoice into sections by location.
2518 Each section hash will have a 'location' element containing a hashref of
2519 the location fields (see L<FS::cust_location>). The section description
2520 will be the location label, but the template can use any of the location
2521 fields to create a suitable label.
2523 by_category: a flag to divide the invoice into sections using display
2524 records (see L<FS::cust_bill_pkg_display>). This is the "traditional"
2525 behavior. Each section hash will have a 'category' element containing
2526 the section name from the display record (which probably equals the
2527 category name of the package, but may not in some cases).
2529 summary: a flag indicating that this is a summary-format invoice.
2530 Turning this on has the following effects:
2531 - Ignores display items with the 'summary' flag.
2532 - Places all sections in the "early" group even if they have post_total.
2533 - Creates sections for all non-disabled package categories, even if they
2534 have no charges on this invoice, as well as a section with no name.
2536 escape: an escape function to use for section titles.
2538 extra_sections: an arrayref of additional sections to return after the
2539 sorted list. If there are any of these, section subtotals exclude
2542 format: 'latex', 'html', or 'template' (i.e. text). Not used, but
2543 passed through to C<_condense_section()>.
2547 use vars qw(%pkg_category_cache);
2548 sub _items_sections {
2552 my $escape = $opt{escape};
2553 my @extra_sections = @{ $opt{extra_sections} || [] };
2555 # $subtotal{$locationnum}{$categoryname} = amount.
2556 # if we're not using by_location, $locationnum is undef.
2557 # if we're not using by_category, you guessed it, $categoryname is undef.
2558 # if we're not using either one, we shouldn't be here in the first place...
2560 my %late_subtotal = ();
2563 # About tax items + multisection invoices:
2564 # If either invoice_*summary option is enabled, AND there is a
2565 # package category with the name of the tax, then there will be
2566 # a display record assigning the tax item to that category.
2568 # However, the taxes are always placed in the "Taxes, Surcharges,
2569 # and Fees" section regardless of that. The only effect of the
2570 # display record is to create a subtotal for the summary page.
2573 my $pkg_hash = $self->cust_pkg_hash;
2575 foreach my $cust_bill_pkg ( $self->cust_bill_pkg )
2578 my $usage = $cust_bill_pkg->usage;
2581 if ( $opt{by_location} ) {
2582 if ( $cust_bill_pkg->pkgnum ) {
2583 $locationnum = $pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum;
2588 $locationnum = undef;
2591 # as in _items_cust_pkg, if a line item has no display records,
2592 # cust_bill_pkg_display() returns a default record for it
2594 foreach my $display ($cust_bill_pkg->cust_bill_pkg_display) {
2595 next if ( $display->summary && $opt{summary} );
2597 my $section = $display->section;
2598 my $type = $display->type;
2599 # Set $section = undef if we're sectioning by location and this
2600 # line item _has_ a location (i.e. isn't a fee).
2601 $section = undef if $locationnum;
2603 # set this flag if the section is not tax-only
2604 $not_tax{$locationnum}{$section} = 1
2605 if $cust_bill_pkg->pkgnum or $cust_bill_pkg->feepart;
2607 # there's actually a very important piece of logic buried in here:
2608 # incrementing $late_subtotal{$section} CREATES
2609 # $late_subtotal{$section}. keys(%late_subtotal) is later used
2610 # to define the list of late sections, and likewise keys(%subtotal).
2611 # When _items_cust_bill_pkg is called to generate line items for
2612 # real, it will be called with 'section' => $section for each
2614 if ( $display->post_total && !$opt{summary} ) {
2615 if (! $type || $type eq 'S') {
2616 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2617 if $cust_bill_pkg->setup != 0
2618 || $cust_bill_pkg->setup_show_zero;
2622 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur
2623 if $cust_bill_pkg->recur != 0
2624 || $cust_bill_pkg->recur_show_zero;
2627 if ($type && $type eq 'R') {
2628 $late_subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2629 if $cust_bill_pkg->recur != 0
2630 || $cust_bill_pkg->recur_show_zero;
2633 if ($type && $type eq 'U') {
2634 $late_subtotal{$locationnum}{$section} += $usage
2635 unless scalar(@extra_sections);
2638 } else { # it's a pre-total (normal) section
2640 # skip tax items unless they're explicitly included in a section
2641 next if $cust_bill_pkg->pkgnum == 0 and
2642 ! $cust_bill_pkg->feepart and
2645 if ( $type eq 'S' ) {
2646 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2647 if $cust_bill_pkg->setup != 0
2648 || $cust_bill_pkg->setup_show_zero;
2649 } elsif ( $type eq 'R' ) {
2650 $subtotal{$locationnum}{$section} += $cust_bill_pkg->recur - $usage
2651 if $cust_bill_pkg->recur != 0
2652 || $cust_bill_pkg->recur_show_zero;
2653 } elsif ( $type eq 'U' ) {
2654 $subtotal{$locationnum}{$section} += $usage
2655 unless scalar(@extra_sections);
2656 } elsif ( !$type ) {
2657 $subtotal{$locationnum}{$section} += $cust_bill_pkg->setup
2658 + $cust_bill_pkg->recur;
2667 %pkg_category_cache = ();
2669 # summary invoices need subtotals for all non-disabled package categories,
2670 # even if they're zero
2671 # but currently assume that there are no location sections, or at least
2672 # that the summary page doesn't care about them
2673 if ( $opt{summary} ) {
2674 foreach my $category (qsearch('pkg_category', {disabled => ''})) {
2675 $subtotal{''}{$category->categoryname} ||= 0;
2677 $subtotal{''}{''} ||= 0;
2681 foreach my $post_total (0,1) {
2683 my $s = $post_total ? \%late_subtotal : \%subtotal;
2684 foreach my $locationnum (keys %$s) {
2685 foreach my $sectionname (keys %{ $s->{$locationnum} }) {
2687 'subtotal' => $s->{$locationnum}{$sectionname},
2690 if ( $locationnum ) {
2691 $section->{'locationnum'} = $locationnum;
2692 my $location = FS::cust_location->by_key($locationnum);
2693 $section->{'description'} = &{ $escape }($location->location_label);
2694 # Better ideas? This will roughly group them by proximity,
2695 # which alpha sorting on any of the address fields won't.
2696 # Sorting by locationnum is meaningless.
2697 # We have to sort on _something_ or the order may change
2698 # randomly from one invoice to the next, which will confuse
2700 $section->{'sort_weight'} = sprintf('%012s',$location->zip) .
2702 $section->{'location'} = {
2703 label_prefix => &{ $escape }($location->label_prefix),
2704 map { $_ => &{ $escape }($location->get($_)) }
2708 $section->{'category'} = $sectionname;
2709 $section->{'description'} = &{ $escape }($sectionname);
2710 if ( _pkg_category($sectionname) ) {
2711 $section->{'sort_weight'} = _pkg_category($sectionname)->weight;
2712 if ( _pkg_category($sectionname)->condense ) {
2713 $section = { %$section, $self->_condense_section($opt{format}) };
2717 if ( !$post_total and !$not_tax{$locationnum}{$sectionname} ) {
2718 # then it's a tax-only section
2719 $section->{'summarized'} = 'Y';
2720 $section->{'tax_section'} = 'Y';
2722 push @these, $section;
2723 } # foreach $sectionname
2724 } #foreach $locationnum
2725 push @these, @extra_sections if $post_total == 0;
2726 # need an alpha sort for location sections, because postal codes can
2728 $sections[ $post_total ] = [ sort {
2729 $opt{'by_location'} ?
2730 ($a->{sort_weight} cmp $b->{sort_weight}) :
2731 ($a->{sort_weight} <=> $b->{sort_weight})
2733 } #foreach $post_total
2735 return @sections; # early, late
2738 #helper subs for above
2742 $self->{cust_pkg} ||= { map { $_->pkgnum => $_ } $self->cust_pkg };
2746 my $categoryname = shift;
2747 $pkg_category_cache{$categoryname} ||=
2748 qsearchs( 'pkg_category', { 'categoryname' => $categoryname } );
2751 my %condensed_format = (
2752 'label' => [ qw( Description Qty Amount ) ],
2754 sub { shift->{description} },
2755 sub { shift->{quantity} },
2756 sub { my($href, %opt) = @_;
2757 ($opt{dollar} || ''). $href->{amount};
2760 'align' => [ qw( l r r ) ],
2761 'span' => [ qw( 5 1 1 ) ], # unitprices?
2762 'width' => [ qw( 10.7cm 1.4cm 1.6cm ) ], # don't like this
2765 sub _condense_section {
2766 my ( $self, $format ) = ( shift, shift );
2768 map { my $method = "_condensed_$_"; $_ => $self->$method($format) }
2769 qw( description_generator
2772 total_line_generator
2777 sub _condensed_generator_defaults {
2778 my ( $self, $format ) = ( shift, shift );
2779 return ( \%condensed_format, ' ', ' ', ' ', sub { shift } );
2788 sub _condensed_header_generator {
2789 my ( $self, $format ) = ( shift, shift );
2791 my ( $f, $prefix, $suffix, $separator, $column ) =
2792 _condensed_generator_defaults($format);
2794 if ($format eq 'latex') {
2795 $prefix = "\\hline\n\\rule{0pt}{2.5ex}\n\\makebox[1.4cm]{}&\n";
2796 $suffix = "\\\\\n\\hline";
2799 sub { my ($d,$a,$s,$w) = @_;
2800 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2802 } elsif ( $format eq 'html' ) {
2803 $prefix = '<th></th>';
2807 sub { my ($d,$a,$s,$w) = @_;
2808 return qq!<th align="$html_align{$a}">$d</th>!;
2816 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2818 &{$column}( map { $f->{$_}->[$i] } qw(label align span width) );
2821 $prefix. join($separator, @result). $suffix;
2826 sub _condensed_description_generator {
2827 my ( $self, $format ) = ( shift, shift );
2829 my ( $f, $prefix, $suffix, $separator, $column ) =
2830 _condensed_generator_defaults($format);
2832 my $money_char = '$';
2833 if ($format eq 'latex') {
2834 $prefix = "\\hline\n\\multicolumn{1}{c}{\\rule{0pt}{2.5ex}~} &\n";
2836 $separator = " & \n";
2838 sub { my ($d,$a,$s,$w) = @_;
2839 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{\\textbf{$d}}}";
2841 $money_char = '\\dollar';
2842 }elsif ( $format eq 'html' ) {
2843 $prefix = '"><td align="center"></td>';
2847 sub { my ($d,$a,$s,$w) = @_;
2848 return qq!<td align="$html_align{$a}">$d</td>!;
2850 #$money_char = $conf->config('money_char') || '$';
2851 $money_char = ''; # this is madness
2859 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2861 $dollar = $money_char if $i == scalar(@{$f->{label}})-1;
2863 &{$column}( &{$f->{fields}->[$i]}($href, 'dollar' => $dollar),
2864 map { $f->{$_}->[$i] } qw(align span width)
2868 $prefix. join( $separator, @result ). $suffix;
2873 sub _condensed_total_generator {
2874 my ( $self, $format ) = ( shift, shift );
2876 my ( $f, $prefix, $suffix, $separator, $column ) =
2877 _condensed_generator_defaults($format);
2880 if ($format eq 'latex') {
2883 $separator = " & \n";
2885 sub { my ($d,$a,$s,$w) = @_;
2886 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2888 }elsif ( $format eq 'html' ) {
2892 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2894 sub { my ($d,$a,$s,$w) = @_;
2895 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2904 # my $r = &{$f->{fields}->[$i]}(@args);
2905 # $r .= ' Total' unless $i;
2907 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2909 &{$column}( &{$f->{fields}->[$i]}(@args). ($i ? '' : ' Total'),
2910 map { $f->{$_}->[$i] } qw(align span width)
2914 $prefix. join( $separator, @result ). $suffix;
2919 =item total_line_generator FORMAT
2921 Returns a coderef used for generation of invoice total line items for this
2922 usage_class. FORMAT is either html or latex
2926 # should not be used: will have issues with hash element names (description vs
2927 # total_item and amount vs total_amount -- another array of functions?
2929 sub _condensed_total_line_generator {
2930 my ( $self, $format ) = ( shift, shift );
2932 my ( $f, $prefix, $suffix, $separator, $column ) =
2933 _condensed_generator_defaults($format);
2936 if ($format eq 'latex') {
2939 $separator = " & \n";
2941 sub { my ($d,$a,$s,$w) = @_;
2942 return "\\multicolumn{$s}{$a}{\\makebox[$w][$a]{$d}}";
2944 }elsif ( $format eq 'html' ) {
2948 $style = 'border-top: 3px solid #000000;border-bottom: 3px solid #000000;';
2950 sub { my ($d,$a,$s,$w) = @_;
2951 return qq!<td align="$html_align{$a}" style="$style">$d</td>!;
2960 foreach (my $i = 0; $f->{label}->[$i]; $i++) {
2962 &{$column}( &{$f->{fields}->[$i]}(@args),
2963 map { $f->{$_}->[$i] } qw(align span width)
2967 $prefix. join( $separator, @result ). $suffix;
2972 =item _items_pkg [ OPTIONS ]
2974 Return line item hashes for each package item on this invoice. Nearly
2977 $self->_items_cust_bill_pkg([ $self->cust_bill_pkg ])
2979 OPTIONS are passed through to _items_cust_bill_pkg, and should include
2980 'format' and 'escape_function' at minimum.
2982 To produce items for a specific invoice section, OPTIONS should include
2983 'section', a hashref containing 'category' and/or 'locationnum' keys.
2985 'section' may also contain a key named 'condensed'. If this is present
2986 and has a true value, _items_pkg will try to merge identical items into items
2987 with 'quantity' equal to the number of items (not the sum of their separate
2988 quantities, for some reason).
2994 # The order of these is important. Bundled line items will be merged into
2995 # the most recent non-hidden item, so it needs to be the one with:
2997 # - the same start date
2998 # - no pkgpart_override
3000 # So: sort by pkgnum,
3002 # then sort the base line item before any overrides
3003 # then sort hidden before non-hidden add-ons
3004 # then sort by override pkgpart (for consistency)
3005 sort { $a->pkgnum <=> $b->pkgnum or
3006 $a->sdate <=> $b->sdate or
3007 ($a->pkgpart_override ? 0 : -1) or
3008 ($b->pkgpart_override ? 0 : 1) or
3009 $b->hidden cmp $a->hidden or
3010 $a->pkgpart_override <=> $b->pkgpart_override
3012 # and of course exclude taxes and fees
3013 grep { $_->pkgnum > 0 } $self->cust_bill_pkg;
3019 my @cust_bill_pkg = grep { $_->feepart } $self->cust_bill_pkg;
3020 my $escape_function = $options{escape_function};
3023 foreach my $cust_bill_pkg (@cust_bill_pkg) {
3024 # cache this, so we don't look it up again in every section
3025 my $part_fee = $cust_bill_pkg->get('part_fee')
3026 || $cust_bill_pkg->part_fee;
3027 $cust_bill_pkg->set('part_fee', $part_fee);
3029 #die "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n"; # might make more sense
3030 warn "fee definition not found for line item #".$cust_bill_pkg->billpkgnum."\n";
3033 if ( exists($options{section}) and exists($options{section}{category}) )
3035 my $categoryname = $options{section}{category};
3036 # then filter for items that have that section
3037 if ( $part_fee->categoryname ne $categoryname ) {
3038 warn "skipping fee '".$part_fee->itemdesc."'--not in section $categoryname\n" if $DEBUG;
3041 } # otherwise include them all in the main section
3042 # XXX what to do when sectioning by location?
3045 my %base_invnums; # invnum => invoice date
3046 foreach ($cust_bill_pkg->cust_bill_pkg_fee) {
3047 if ($_->base_invnum) {
3048 # XXX what if base_bill has been voided?
3049 my $base_bill = FS::cust_bill->by_key($_->base_invnum);
3050 my $base_date = $self->time2str_local('short', $base_bill->_date)
3052 $base_invnums{$_->base_invnum} = $base_date || '';
3055 foreach (sort keys(%base_invnums)) {
3056 next if $_ == $self->invnum;
3057 # per convention, we must escape ext_description lines
3059 &{$escape_function}(
3060 $self->mt('from invoice #[_1] on [_2]', $_, $base_invnums{$_})
3063 my $desc = $part_fee->itemdesc_locale($self->cust_main->locale);
3064 # but not escape the base description line
3067 { feepart => $cust_bill_pkg->feepart,
3068 amount => sprintf('%.2f', $cust_bill_pkg->setup + $cust_bill_pkg->recur),
3069 description => $desc,
3070 ext_description => \@ext_desc
3081 warn "$me _items_pkg searching for all package line items\n"
3084 my @cust_bill_pkg = $self->_items_nontax;
3086 warn "$me _items_pkg filtering line items\n"
3088 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3090 if ($options{section} && $options{section}->{condensed}) {
3092 warn "$me _items_pkg condensing section\n"
3096 local $Storable::canonical = 1;
3097 foreach ( @items ) {
3099 delete $item->{ref};
3100 delete $item->{ext_description};
3101 my $key = freeze($item);
3102 $itemshash{$key} ||= 0;
3103 $itemshash{$key} ++; # += $item->{quantity};
3105 @items = sort { $a->{description} cmp $b->{description} }
3106 map { my $i = thaw($_);
3107 $i->{quantity} = $itemshash{$_};
3109 sprintf( "%.2f", $i->{quantity} * $i->{amount} );#unit_amount
3115 warn "$me _items_pkg returning ". scalar(@items). " items\n"
3122 return 0 unless $a->itemdesc cmp $b->itemdesc;
3123 return -1 if $b->itemdesc eq 'Tax';
3124 return 1 if $a->itemdesc eq 'Tax';
3125 return -1 if $b->itemdesc eq 'Other surcharges';
3126 return 1 if $a->itemdesc eq 'Other surcharges';
3127 $a->itemdesc cmp $b->itemdesc;
3132 my @cust_bill_pkg = sort _taxsort grep { ! $_->pkgnum and ! $_->feepart }
3133 $self->cust_bill_pkg;
3134 my @items = $self->_items_cust_bill_pkg(\@cust_bill_pkg, @_);
3136 if ( $self->conf->exists('always_show_tax') ) {
3137 my $itemdesc = $self->conf->config('always_show_tax') || 'Tax';
3138 if (0 == grep { $_->{description} eq $itemdesc } @items) {
3140 { 'description' => $itemdesc,
3147 =item _items_cust_bill_pkg CUST_BILL_PKGS OPTIONS
3149 Takes an arrayref of L<FS::cust_bill_pkg> objects, and returns a
3150 list of hashrefs describing the line items they generate on the invoice.
3152 OPTIONS may include:
3154 format: the invoice format.
3156 escape_function: the function used to escape strings.
3158 DEPRECATED? (expensive, mostly unused?)
3159 format_function: the function used to format CDRs.
3161 section: a hashref containing 'category' and/or 'locationnum'; if this
3162 is present, only returns line items that belong to that category and/or
3163 location (whichever is defined).
3165 multisection: a flag indicating that this is a multisection invoice,
3166 which does something complicated.
3168 preref_callback: coderef run for each line item, code should return HTML to be
3169 displayed before that line item (quotations only)
3171 Returns a list of hashrefs, each of which may contain:
3173 pkgnum, description, amount, unit_amount, quantity, pkgpart, _is_setup, and
3174 ext_description, which is an arrayref of detail lines to show below
3179 sub _items_cust_bill_pkg {
3181 my $conf = $self->conf;
3182 my $cust_bill_pkgs = shift;
3185 my $format = $opt{format} || '';
3186 my $escape_function = $opt{escape_function} || sub { shift };
3187 my $format_function = $opt{format_function} || '';
3188 my $no_usage = $opt{no_usage} || '';
3189 my $unsquelched = $opt{unsquelched} || ''; #unused
3190 my ($section, $locationnum, $category);
3191 if ( $opt{section} ) {
3192 $category = $opt{section}->{category};
3193 $locationnum = $opt{section}->{locationnum};
3195 my $summary_page = $opt{summary_page} || ''; #unused
3196 my $multisection = defined($category) || defined($locationnum);
3197 # this variable is the value of the config setting, not whether it applies
3198 # to this particular line item.
3199 my $discount_show_always = $conf->exists('discount-show-always');
3201 my $maxlength = $conf->config('cust_bill-latex_lineitem_maxlength') || 40;
3203 my $cust_main = $self->cust_main;#for per-agent cust_bill-line_item-ate_style
3205 # for location labels: use default location on the invoice date
3206 my $default_locationnum;
3207 if ( $conf->exists('invoice-all_pkg_addresses') ) {
3208 $default_locationnum = 0; # treat them all as non-default
3209 } elsif ( $self->custnum ) {
3211 my @h_search = FS::h_cust_main->sql_h_search($self->_date);
3212 $h_cust_main = qsearchs({
3213 'table' => 'h_cust_main',
3214 'hashref' => { custnum => $self->custnum },
3215 'extra_sql' => $h_search[1],
3216 'addl_from' => $h_search[3],
3218 $default_locationnum = $h_cust_main->ship_locationnum;
3219 } elsif ( $self->prospectnum ) {
3220 my $cust_location = qsearchs('cust_location',
3221 { prospectnum => $self->prospectnum,
3223 $default_locationnum = $cust_location->locationnum if $cust_location;
3226 my @b = (); # accumulator for the line item hashes that we'll return
3227 my ($s, $r, $u, $d) = ( undef, undef, undef, undef );
3228 # the 'current' line item hashes for setup, recur, usage, discount
3229 foreach my $cust_bill_pkg ( @$cust_bill_pkgs )
3231 # if the current line item is waiting to go out, and the one we're about
3232 # to start is not bundled, then push out the current one and start a new
3234 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3235 if ( $_ && !$cust_bill_pkg->hidden ) {
3236 $_->{amount} = sprintf( "%.2f", $_->{amount} );
3237 $_->{amount} =~ s/^\-0\.00$/0.00/;
3238 if (exists($_->{unit_amount})) {
3239 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3242 # we already decided to create this display line; don't reconsider it
3244 # if $_->{amount} != 0
3245 # || $discount_show_always
3246 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3247 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3253 if ( $locationnum ) {
3254 # this is a location section; skip packages that aren't at this
3256 next if $cust_bill_pkg->pkgnum == 0; # skips fees...
3257 next if $self->cust_pkg_hash->{ $cust_bill_pkg->pkgnum }->locationnum
3261 # Consider display records for this item to determine if it belongs
3262 # in this section. Note that if there are no display records, there
3263 # will be a default pseudo-record that includes all charge types
3264 # and has no section name.
3265 my @cust_bill_pkg_display = $cust_bill_pkg->can('cust_bill_pkg_display')
3266 ? $cust_bill_pkg->cust_bill_pkg_display
3267 : ( $cust_bill_pkg );
3269 warn "$me _items_cust_bill_pkg considering cust_bill_pkg ".
3270 $cust_bill_pkg->billpkgnum. ", pkgnum ". $cust_bill_pkg->pkgnum. "\n"
3273 if ( defined($category) ) {
3274 # then this is a package category section; process all display records
3275 # that belong to this section.
3276 @cust_bill_pkg_display = grep { $_->section eq $category }
3277 @cust_bill_pkg_display;
3279 # otherwise, process all display records that aren't usage summaries
3280 # (I don't think there should be usage summaries if you aren't using
3281 # category sections, but this is the historical behavior)
3282 @cust_bill_pkg_display = grep { !$_->summary }
3283 @cust_bill_pkg_display;
3286 my $classname = ''; # package class name, will fill in later
3288 foreach my $display (@cust_bill_pkg_display) {
3290 warn "$me _items_cust_bill_pkg considering cust_bill_pkg_display ".
3291 $display->billpkgdisplaynum. "\n"
3294 my $type = $display->type;
3296 my $desc = $cust_bill_pkg->desc( $cust_main ? $cust_main->locale : '' );
3297 $desc = substr($desc, 0, $maxlength). '...'
3298 if $format eq 'latex' && length($desc) > $maxlength;
3300 my %details_opt = ( 'format' => $format,
3301 'escape_function' => $escape_function,
3302 'format_function' => $format_function,
3303 'no_usage' => $opt{'no_usage'},
3306 if ( ref($cust_bill_pkg) eq 'FS::quotation_pkg' ) {
3307 # XXX this should be pulled out into quotation_pkg
3309 warn "$me _items_cust_bill_pkg cust_bill_pkg is quotation_pkg\n"
3311 # quotation_pkgs are never fees, so don't worry about the case where
3312 # part_pkg is undefined
3314 my @details = $cust_bill_pkg->details;
3316 # and I guess they're never bundled either?
3317 if (( $cust_bill_pkg->setup != 0 ) || ( $cust_bill_pkg->setup_show_zero )) {
3318 my $description = $desc;
3319 $description .= ' Setup'
3320 if $cust_bill_pkg->recur != 0
3321 || $discount_show_always
3322 || $cust_bill_pkg->recur_show_zero;
3324 # keep it consistent, please
3326 'pkgnum' => $cust_bill_pkg->pkgpart, #so it displays in Ref
3327 'description' => $description,
3328 'amount' => sprintf("%.2f", $cust_bill_pkg->setup),
3329 'unit_amount' => sprintf("%.2f", $cust_bill_pkg->unitsetup),
3330 'quantity' => $cust_bill_pkg->quantity,
3331 'ext_description' => \@details,
3332 'preref_html' => ( $opt{preref_callback}
3333 ? &{ $opt{preref_callback} }( $cust_bill_pkg )
3338 if (( $cust_bill_pkg->recur != 0 ) || ( $cust_bill_pkg->recur_show_zero )) {
3341 'pkgnum' => $cust_bill_pkg->pkgpart, #so it displays in Ref
3342 'description' => "$desc (". $cust_bill_pkg->part_pkg->freq_pretty.")",
3343 'amount' => sprintf("%.2f", $cust_bill_pkg->recur),
3344 'unit_amount' => sprintf("%.2f", $cust_bill_pkg->unitrecur),
3345 'quantity' => $cust_bill_pkg->quantity,
3346 'ext_description' => \@details,
3347 'preref_html' => ( $opt{preref_callback}
3348 ? &{ $opt{preref_callback} }( $cust_bill_pkg )
3354 } elsif ( $cust_bill_pkg->pkgnum > 0 ) {
3355 # a "normal" package line item (not a quotation, not a fee, not a tax)
3357 warn "$me _items_cust_bill_pkg cust_bill_pkg is non-tax\n"
3360 my $cust_pkg = $cust_bill_pkg->cust_pkg;
3361 my $part_pkg = $cust_pkg->part_pkg;
3363 # which pkgpart to show for display purposes?
3364 my $pkgpart = $cust_bill_pkg->pkgpart_override || $cust_pkg->pkgpart;
3366 # start/end dates for invoice formats that do nonstandard
3368 my %item_dates = ();
3369 %item_dates = map { $_ => $cust_bill_pkg->$_ } ('sdate', 'edate')
3370 unless $part_pkg->option('disable_line_item_date_ranges',1);
3372 # not normally used, but pass this to the template anyway
3373 $classname = $part_pkg->classname;
3375 if ( (!$type || $type eq 'S')
3376 && ( $cust_bill_pkg->setup != 0
3377 || $cust_bill_pkg->setup_show_zero
3378 || ($discount_show_always and $cust_bill_pkg->unitsetup > 0)
3383 warn "$me _items_cust_bill_pkg adding setup\n"
3386 # append the word 'Setup' to the setup line if there's going to be
3387 # a recur line for the same package (i.e. not a one-time charge)
3389 my $description = $desc;
3390 $description .= ' Setup'
3391 if $cust_bill_pkg->recur != 0
3392 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3393 || $cust_bill_pkg->recur_show_zero;
3395 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3397 if $part_pkg->is_prepaid #for prepaid, "display the validity period
3398 # triggered by the recurring charge freq
3400 && $cust_bill_pkg->recur == 0
3401 && ! $cust_bill_pkg->recur_show_zero;
3406 # always pass the svc_label through to the template, even if
3407 # not displaying it as an ext_description
3408 my @svc_labels = map &{$escape_function}($_),
3409 $cust_pkg->h_labels_short($self->_date,
3412 $self->conf->{locale},
3414 $svc_label = $svc_labels[0];
3416 unless ( $cust_pkg->part_pkg->hide_svc_detail
3417 || $cust_bill_pkg->hidden )
3420 push @d, @svc_labels
3421 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3422 # show the location label if it's not the customer's default
3423 # location, and we're not grouping items by location already
3424 if ( $cust_pkg->locationnum != $default_locationnum
3425 and !defined($locationnum) ) {
3426 my $loc = $cust_pkg->location_label;
3427 $loc = substr($loc, 0, $maxlength). '...'
3428 if $format eq 'latex' && length($loc) > $maxlength;
3429 push @d, &{$escape_function}($loc);
3432 } #unless hiding service details
3434 push @d, $cust_bill_pkg->details(%details_opt)
3435 if $cust_bill_pkg->recur == 0;
3437 if ( $cust_bill_pkg->hidden ) {
3438 $s->{amount} += $cust_bill_pkg->setup;
3439 $s->{unit_amount} += $cust_bill_pkg->unitsetup;
3440 push @{ $s->{ext_description} }, @d;
3444 description => $description,
3445 pkgpart => $pkgpart,
3446 pkgnum => $cust_bill_pkg->pkgnum,
3447 amount => $cust_bill_pkg->setup,
3448 setup_show_zero => $cust_bill_pkg->setup_show_zero,
3449 unit_amount => $cust_bill_pkg->unitsetup,
3450 quantity => $cust_bill_pkg->quantity,
3451 ext_description => \@d,
3452 svc_label => ($svc_label || ''),
3453 locationnum => $cust_pkg->locationnum, # sure, why not?
3459 # should we show a recur line?
3460 # if type eq 'S', then NO, because we've been told not to.
3461 # otherwise, show the recur line if:
3462 # - there's a recurring charge
3463 # - or recur_show_zero is on
3464 # - or there's a positive unitrecur (so it's been discounted to zero)
3465 # and discount-show-always is on
3466 if ( ( !$type || $type eq 'R' || $type eq 'U' )
3468 $cust_bill_pkg->recur != 0
3470 || ($discount_show_always and $cust_bill_pkg->unitrecur > 0)
3471 || $cust_bill_pkg->recur_show_zero
3476 warn "$me _items_cust_bill_pkg adding recur/usage\n"
3479 my $is_summary = $display->summary;
3480 my $description = $desc;
3481 if ( $type eq 'U' and defined($r) ) {
3482 # don't just show the same description as the recur line
3483 $description = $self->mt('Usage charges');
3486 my $part_pkg = $cust_pkg->part_pkg;
3488 $description .= $cust_bill_pkg->time_period_pretty( $part_pkg,
3492 my @seconds = (); # for display of usage info
3495 #at least until cust_bill_pkg has "past" ranges in addition to
3496 #the "future" sdate/edate ones... see #3032
3497 my @dates = ( $self->_date );
3498 my $prev = $cust_bill_pkg->previous_cust_bill_pkg;
3499 push @dates, $prev->sdate if $prev;
3500 push @dates, undef if !$prev;
3502 my @svc_labels = map &{$escape_function}($_),
3503 $cust_pkg->h_labels_short(@dates,
3505 $self->conf->{locale});
3506 $svc_label = $svc_labels[0];
3508 # show service labels, unless...
3509 # the package is set not to display them
3510 unless ( $part_pkg->hide_svc_detail
3511 # or this is a tax-like line item
3512 || $cust_bill_pkg->itemdesc
3513 # or this is a hidden (bundled) line item
3514 || $cust_bill_pkg->hidden
3515 # or this is a usage summary line
3516 || $is_summary && $type && $type eq 'U'
3517 # or this is a usage line and there's a recurring line
3518 # for the package in the same section (which will
3519 # have service labels already)
3520 || ($type eq 'U' and defined($r))
3524 warn "$me _items_cust_bill_pkg adding service details\n"
3527 push @d, @svc_labels
3528 unless $cust_bill_pkg->pkgpart_override; #don't redisplay services
3529 warn "$me _items_cust_bill_pkg done adding service details\n"
3532 # show the location label if it's not the customer's default
3533 # location, and we're not grouping items by location already
3534 if ( $cust_pkg->locationnum != $default_locationnum
3535 and !defined($locationnum) ) {
3536 my $loc = $cust_pkg->location_label;
3537 $loc = substr($loc, 0, $maxlength). '...'
3538 if $format eq 'latex' && length($loc) > $maxlength;
3539 push @d, &{$escape_function}($loc);
3542 # Display of seconds_since_sqlradacct:
3543 # On the invoice, when processing @detail_items, look for a field
3544 # named 'seconds'. This will contain total seconds for each
3545 # service, in the same order as @ext_description. For services
3546 # that don't support this it will show undef.
3547 if ( $conf->exists('svc_acct-usage_seconds')
3548 and ! $cust_bill_pkg->pkgpart_override ) {
3549 foreach my $cust_svc (
3550 $cust_pkg->h_cust_svc(@dates, 'I')
3553 # eval because not having any part_export_usage exports
3554 # is a fatal error, last_bill/_date because that's how
3555 # sqlradius_hour billing does it
3557 $cust_svc->seconds_since_sqlradacct($dates[1] || 0, $dates[0]);
3559 push @seconds, $sec;
3561 } #if svc_acct-usage_seconds
3563 } # if we are showing service labels
3565 unless ( $is_summary ) {
3566 warn "$me _items_cust_bill_pkg adding details\n"
3569 #instead of omitting details entirely in this case (unwanted side
3570 # effects), just omit CDRs
3571 $details_opt{'no_usage'} = 1
3572 if $type && $type eq 'R';
3574 push @d, $cust_bill_pkg->details(%details_opt);
3577 warn "$me _items_cust_bill_pkg calculating amount\n"
3582 $amount = $cust_bill_pkg->recur;
3583 } elsif ($type eq 'R') {
3584 $amount = $cust_bill_pkg->recur - $cust_bill_pkg->usage;
3585 } elsif ($type eq 'U') {
3586 $amount = $cust_bill_pkg->usage;
3589 if ( !$type || $type eq 'R' ) {
3591 warn "$me _items_cust_bill_pkg adding recur\n"
3595 ( $cust_bill_pkg->unitrecur > 0 ) ? $cust_bill_pkg->unitrecur
3598 if ( $cust_bill_pkg->hidden ) {
3599 $r->{amount} += $amount;
3600 $r->{unit_amount} += $unit_amount;
3601 push @{ $r->{ext_description} }, @d;
3604 description => $description,
3605 pkgpart => $pkgpart,
3606 pkgnum => $cust_bill_pkg->pkgnum,
3608 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3609 unit_amount => $unit_amount,
3610 quantity => $cust_bill_pkg->quantity,
3612 ext_description => \@d,
3613 svc_label => ($svc_label || ''),
3614 locationnum => $cust_pkg->locationnum,
3616 $r->{'seconds'} = \@seconds if grep {defined $_} @seconds;
3619 } else { # $type eq 'U'
3621 warn "$me _items_cust_bill_pkg adding usage\n"
3624 if ( $cust_bill_pkg->hidden and defined($u) ) {
3625 # if this is a hidden package and there's already a usage
3626 # line for the bundle, add this package's total amount and
3627 # usage details to it
3628 $u->{amount} += $amount;
3629 push @{ $u->{ext_description} }, @d;
3630 } elsif ( $amount ) {
3631 # create a new usage line
3633 description => $description,
3634 pkgpart => $pkgpart,
3635 pkgnum => $cust_bill_pkg->pkgnum,
3638 recur_show_zero => $cust_bill_pkg->recur_show_zero,
3640 ext_description => \@d,
3641 locationnum => $cust_pkg->locationnum,
3643 } # else this has no usage, so don't create a usage section
3646 } # recurring or usage with recurring charge
3648 } else { # taxes and fees
3650 warn "$me _items_cust_bill_pkg cust_bill_pkg is tax\n"
3653 # items of this kind should normally not have sdate/edate.
3655 'description' => $desc,
3656 'amount' => sprintf('%.2f', $cust_bill_pkg->setup
3657 + $cust_bill_pkg->recur)
3660 } # if quotation / package line item / other line item
3662 # decide whether to show active discounts here
3664 # case 1: we are showing a single line for the package
3666 # case 2: we are showing a setup line for a package that has
3667 # no base recurring fee
3668 or ( $type eq 'S' and $cust_bill_pkg->unitrecur == 0 )
3669 # case 3: we are showing a recur line for a package that has
3670 # a base recurring fee
3671 or ( $type eq 'R' and $cust_bill_pkg->unitrecur > 0 )
3674 my $item_discount = $cust_bill_pkg->_item_discount;
3675 if ( $item_discount ) {
3676 # $item_discount->{amount} is negative
3678 if ( $d and $cust_bill_pkg->hidden ) {
3679 $d->{amount} += $item_discount->{amount};
3681 $d = $item_discount;
3682 $_ = &{$escape_function}($_) foreach @{ $d->{ext_description} };
3685 # update the active line (before the discount) to show the
3686 # original price (whether this is a hidden line or not)
3688 # quotation discounts keep track of setup and recur; invoice
3689 # discounts currently don't
3690 if ( exists $item_discount->{setup_amount} ) {
3692 $s->{amount} -= $item_discount->{setup_amount} if $s;
3693 $r->{amount} -= $item_discount->{recur_amount} if $r;
3697 # $active_line is the line item hashref for the line that will
3698 # show the original price
3699 # (use the recur or single line for the package, unless we're
3700 # showing a setup line for a package with no recurring fee)
3701 my $active_line = $r;
3702 if ( $type eq 'S' ) {
3705 $active_line->{amount} -= $item_discount->{amount};
3709 } # if there are any discounts
3710 } # if this is an appropriate place to show discounts
3712 } # foreach $display
3716 foreach ( $s, $r, ($opt{skip_usage} ? () : $u ), $d ) {
3718 $_->{amount} = sprintf( "%.2f", $_->{amount} ),
3719 if exists($_->{amount});
3720 $_->{amount} =~ s/^\-0\.00$/0.00/;
3721 if (exists($_->{unit_amount})) {
3722 $_->{unit_amount} = sprintf( "%.2f", $_->{unit_amount} );
3726 #if $_->{amount} != 0
3727 # || $discount_show_always
3728 # || ( ! $_->{_is_setup} && $_->{recur_show_zero} )
3729 # || ( $_->{_is_setup} && $_->{setup_show_zero} )
3733 warn "$me _items_cust_bill_pkg done considering cust_bill_pkgs\n"
3740 =item _items_discounts_avail
3742 Returns an array of line item hashrefs representing available term discounts
3743 for this invoice. This makes the same assumptions that apply to term
3744 discounts in general: that the package is billed monthly, at a flat rate,
3745 with no usage charges. A prorated first month will be handled, as will
3746 a setup fee if the discount is allowed to apply to setup fees.
3750 sub _items_discounts_avail {
3753 #maybe move this method from cust_bill when quotations support discount_plans
3754 return () unless $self->can('discount_plans');
3755 my %plans = $self->discount_plans;
3757 my $list_pkgnums = 0; # if any packages are not eligible for all discounts
3758 $list_pkgnums = grep { $_->list_pkgnums } values %plans;
3762 my $plan = $plans{$months};
3764 my $term_total = sprintf('%.2f', $plan->discounted_total);
3765 my $percent = sprintf('%.0f',
3766 100 * (1 - $term_total / $plan->base_total) );
3767 my $permonth = sprintf('%.2f', $term_total / $months);
3768 my $detail = $self->mt('discount on item'). ' '.
3769 join(', ', map { "#$_" } $plan->pkgnums)
3772 # discounts for non-integer months don't work anyway
3773 $months = sprintf("%d", $months);
3776 description => $self->mt('Save [_1]% by paying for [_2] months',
3778 amount => $self->mt('[_1] ([_2] per month)',
3779 $term_total, $money_char.$permonth),
3780 ext_description => ($detail || ''),
3783 sort { $b <=> $a } keys %plans;