1 package FS::cust_main::Billing;
4 use vars qw( $conf $DEBUG $me );
7 use List::Util qw( min );
9 use FS::Record qw( qsearch qsearchs dbdef );
10 use FS::Misc::DateTime qw( day_end );
13 use FS::cust_bill_pkg;
14 use FS::cust_bill_pkg_display;
15 use FS::cust_bill_pay;
16 use FS::cust_credit_bill;
17 use FS::cust_tax_adjustment;
19 use FS::tax_rate_location;
20 use FS::cust_bill_pkg_tax_location;
21 use FS::cust_bill_pkg_tax_rate_location;
23 use FS::part_event_condition;
25 use FS::FeeOrigin_Mixin;
28 # 1 is mostly method/subroutine entry and options
29 # 2 traces progress of some operations
30 # 3 is even more information including possibly sensitive data
32 $me = '[FS::cust_main::Billing]';
34 install_callback FS::UID sub {
36 #yes, need it for stuff below (prolly should be cached)
41 FS::cust_main::Billing - Billing mixin for cust_main
47 These methods are available on FS::cust_main objects.
53 =item bill_and_collect
55 Cancels and suspends any packages due, generates bills, applies payments and
56 credits, and applies collection events to run cards, send bills and notices,
59 By default, warns on errors and continues with the next operation (but see the
62 Options are passed as name-value pairs. Currently available options are:
68 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
72 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
76 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
80 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
84 If set true, re-charges setup fees.
88 If set any errors prevent subsequent operations from continusing. If set
89 specifically to "return", returns the error (or false, if there is no error).
90 Any other true value causes errors to die.
94 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
98 Optional FS::queue entry to receive status updates.
102 Options are passed to the B<bill> and B<collect> methods verbatim, so all
103 options of those methods are also available.
107 sub bill_and_collect {
108 my( $self, %options ) = @_;
110 my $log = FS::Log->new('FS::cust_main::Billing::bill_and_collect');
111 my %logopt = (object => $self);
112 $log->debug('start', %logopt);
116 #$options{actual_time} not $options{time} because freeside-daily -d is for
117 #pre-printing invoices
119 $options{'actual_time'} ||= time;
120 my $job = $options{'job'};
122 my $actual_time = ( $conf->exists('next-bill-ignore-time')
123 ? day_end( $options{actual_time} )
124 : $options{actual_time}
127 $job->update_statustext('0,cleaning expired packages') if $job;
128 $log->debug('canceling expired packages', %logopt);
129 $error = $self->cancel_expired_pkgs( $actual_time );
131 $error = "Error expiring custnum ". $self->custnum. ": $error";
132 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
133 elsif ( $options{fatal} ) { die $error; }
134 else { warn $error; }
137 $log->debug('suspending adjourned packages', %logopt);
138 $error = $self->suspend_adjourned_pkgs( $actual_time );
140 $error = "Error adjourning custnum ". $self->custnum. ": $error";
141 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
142 elsif ( $options{fatal} ) { die $error; }
143 else { warn $error; }
146 $log->debug('unsuspending resumed packages', %logopt);
147 $error = $self->unsuspend_resumed_pkgs( $actual_time );
149 $error = "Error resuming custnum ".$self->custnum. ": $error";
150 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
151 elsif ( $options{fatal} ) { die $error; }
152 else { warn $error; }
155 $job->update_statustext('20,billing packages') if $job;
156 $log->debug('billing packages', %logopt);
157 $error = $self->bill( %options );
159 $error = "Error billing custnum ". $self->custnum. ": $error";
160 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
161 elsif ( $options{fatal} ) { die $error; }
162 else { warn $error; }
165 $job->update_statustext('50,applying payments and credits') if $job;
166 $log->debug('applying payments and credits', %logopt);
167 $error = $self->apply_payments_and_credits;
169 $error = "Error applying custnum ". $self->custnum. ": $error";
170 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
171 elsif ( $options{fatal} ) { die $error; }
172 else { warn $error; }
175 unless ( $conf->exists('cancelled_cust-noevents')
176 && ! $self->num_ncancelled_pkgs
178 $job->update_statustext('70,running collection events') if $job;
179 $log->debug('running collection events', %logopt);
180 $error = $self->collect( %options );
182 $error = "Error collecting custnum ". $self->custnum. ": $error";
183 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
184 elsif ($options{fatal} ) { die $error; }
185 else { warn $error; }
189 $job->update_statustext('100,finished') if $job;
190 $log->debug('finish', %logopt);
196 sub cancel_expired_pkgs {
197 my ( $self, $time, %options ) = @_;
199 my @cancel_pkgs = $self->ncancelled_pkgs( {
200 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
205 CUST_PKG: foreach my $cust_pkg ( @cancel_pkgs ) {
206 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
209 if ( $cust_pkg->change_to_pkgnum ) {
211 my $new_pkg = FS::cust_pkg->by_key($cust_pkg->change_to_pkgnum);
213 push @errors, 'can\'t change pkgnum '.$cust_pkg->pkgnum.' to pkgnum '.
214 $cust_pkg->change_to_pkgnum.'; not expiring';
217 $error = $cust_pkg->change( 'cust_pkg' => $new_pkg,
218 'unprotect_svcs' => 1 );
219 $error = '' if ref $error eq 'FS::cust_pkg';
221 } else { # just cancel it
222 $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
223 'reason_otaker' => $cpr->otaker,
229 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
232 join(' / ', @errors);
236 sub suspend_adjourned_pkgs {
237 my ( $self, $time, %options ) = @_;
239 my @susp_pkgs = $self->ncancelled_pkgs( {
241 " AND ( susp IS NULL OR susp = 0 )
242 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
243 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
248 #only because there's no SQL test for is_prepaid :/
250 grep { ( $_->part_pkg->is_prepaid
255 && $_->adjourn <= $time
263 foreach my $cust_pkg ( @susp_pkgs ) {
264 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
265 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
266 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
267 'reason_otaker' => $cpr->otaker
271 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
274 join(' / ', @errors);
278 sub unsuspend_resumed_pkgs {
279 my ( $self, $time, %options ) = @_;
281 my @unsusp_pkgs = $self->ncancelled_pkgs( {
282 'extra_sql' => " AND resume IS NOT NULL AND resume > 0 AND resume <= $time "
287 foreach my $cust_pkg ( @unsusp_pkgs ) {
288 my $error = $cust_pkg->unsuspend( 'time' => $time );
289 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
292 join(' / ', @errors);
298 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
299 conjunction with the collect method by calling B<bill_and_collect>.
301 If there is an error, returns the error, otherwise returns false.
303 Options are passed as name-value pairs. Currently available options are:
309 If set true, re-charges setup fees.
313 If set true then only bill recurring charges, not setup, usage, one time
318 If set, then override the normal frequency and look for a part_pkg_discount
319 to take at that frequency. This is appropriate only when the normal
320 frequency for all packages is monthly, and is an error otherwise. Use
321 C<pkg_list> to limit the set of packages included in billing.
325 Bills the customer as if it were that time. Specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions. For example:
329 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
333 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
335 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
339 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
343 Do not bill prepaid packages. Used by freeside-daily.
347 Used in conjunction with the I<time> option, this option specifies the date of for the generated invoices. Other calculations, such as whether or not to generate the invoice in the first place, are not affected.
351 This boolean value informs the us that the package is being cancelled. This
352 typically might mean not charging the normal recurring fee but only usage
353 fees since the last billing. Setup charges may be charged. Not all package
354 plans support this feature (they tend to charge 0).
358 Prevent the resetting of usage limits during this call.
362 Do not save the generated bill in the database. Useful with return_bill
366 A list reference on which the generated bill(s) will be returned.
370 Optional terms to be printed on this invoice. Otherwise, customer-specific
371 terms or the default terms are used.
378 my( $self, %options ) = @_;
380 return '' if $self->payby eq 'COMP';
382 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
383 my $log = FS::Log->new('FS::cust_main::Billing::bill');
384 my %logopt = (object => $self);
386 $log->debug('start', %logopt);
387 warn "$me bill customer ". $self->custnum. "\n"
390 my $time = $options{'time'} || time;
391 my $invoice_time = $options{'invoice_time'} || $time;
393 my $cmp_time = ( $conf->exists('next-bill-ignore-time')
398 $options{'not_pkgpart'} ||= {};
399 $options{'not_pkgpart'} = { map { $_ => 1 }
400 split(/\s*,\s*/, $options{'not_pkgpart'})
402 unless ref($options{'not_pkgpart'});
404 local $SIG{HUP} = 'IGNORE';
405 local $SIG{INT} = 'IGNORE';
406 local $SIG{QUIT} = 'IGNORE';
407 local $SIG{TERM} = 'IGNORE';
408 local $SIG{TSTP} = 'IGNORE';
409 local $SIG{PIPE} = 'IGNORE';
411 my $oldAutoCommit = $FS::UID::AutoCommit;
412 local $FS::UID::AutoCommit = 0;
415 $log->debug('acquiring lock', %logopt);
416 warn "$me acquiring lock on customer ". $self->custnum. "\n"
419 $self->select_for_update; #mutex
421 $log->debug('running pre-bill events', %logopt);
422 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
425 my $error = $self->do_cust_event(
426 'debug' => ( $options{'debug'} || 0 ),
427 'time' => $invoice_time,
428 'check_freq' => $options{'check_freq'},
429 'stage' => 'pre-bill',
431 unless $options{no_commit};
433 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
437 $log->debug('done running pre-bill events', %logopt);
438 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
441 #keep auto-charge and non-auto-charge line items separate
442 my @passes = ( '', 'no_auto' );
444 my %cust_bill_pkg = map { $_ => [] } @passes;
447 # find the packages which are due for billing, find out how much they are
448 # & generate invoice database.
451 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
452 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
454 my %taxlisthash = map { $_ => {} } @passes;
456 my @precommit_hooks = ();
458 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
460 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
462 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
464 my $part_pkg = $cust_pkg->part_pkg;
466 next if $options{'no_prepaid'} && $part_pkg->is_prepaid;
468 $log->debug('bill package '. $cust_pkg->pkgnum, %logopt);
469 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG;
471 #? to avoid use of uninitialized value errors... ?
472 $cust_pkg->setfield('bill', '')
473 unless defined($cust_pkg->bill);
475 my $real_pkgpart = $cust_pkg->pkgpart;
476 my %hash = $cust_pkg->hash;
478 # we could implement this bit as FS::part_pkg::has_hidden, but we already
479 # suffer from performance issues
480 $options{has_hidden} = 0;
481 my @part_pkg = $part_pkg->self_and_bill_linked;
482 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
484 # if this package was changed from another package,
485 # and it hasn't been billed since then,
486 # and package balances are enabled,
487 if ( $cust_pkg->change_pkgnum
488 and $cust_pkg->change_date >= ($cust_pkg->last_bill || 0)
489 and $cust_pkg->change_date < $invoice_time
490 and $conf->exists('pkg-balances') )
492 # _transfer_balance will also create the appropriate credit
493 my @transfer_items = $self->_transfer_balance($cust_pkg);
494 # $part_pkg[0] is the "real" part_pkg
495 my $pass = ($cust_pkg->no_auto || $part_pkg[0]->no_auto) ?
497 push @{ $cust_bill_pkg{$pass} }, @transfer_items;
498 # treating this as recur, just because most charges are recur...
499 ${$total_recur{$pass}} += $_->recur foreach @transfer_items;
501 # currently not considering separate_bill here, as it's for
502 # one-time charges only
505 foreach my $part_pkg ( @part_pkg ) {
507 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
510 if ( $cust_pkg->separate_bill ) {
511 # if no_auto is also set, that's fine. we just need to not have
512 # invoices that are both auto and no_auto, and since the package
513 # gets an invoice all to itself, it will only be one or the other.
514 $pass = $cust_pkg->pkgnum;
515 if (!exists $cust_bill_pkg{$pass}) { # it may not exist yet
517 $total_setup{$pass} = do { my $z = 0; \$z };
518 $total_recur{$pass} = do { my $z = 0; \$z };
519 $taxlisthash{$pass} = {};
520 $cust_bill_pkg{$pass} = [];
522 } elsif ( ($cust_pkg->no_auto || $part_pkg->no_auto) ) {
526 my $next_bill = $cust_pkg->getfield('bill') || 0;
528 # let this run once if this is the last bill upon cancellation
529 while ( $next_bill <= $cmp_time or $options{cancel} ) {
531 $self->_make_lines( 'part_pkg' => $part_pkg,
532 'cust_pkg' => $cust_pkg,
533 'precommit_hooks' => \@precommit_hooks,
534 'line_items' => $cust_bill_pkg{$pass},
535 'setup' => $total_setup{$pass},
536 'recur' => $total_recur{$pass},
537 'tax_matrix' => $taxlisthash{$pass},
539 'real_pkgpart' => $real_pkgpart,
540 'options' => \%options,
543 # Stop if anything goes wrong
546 # or if we're not incrementing the bill date.
547 last if ($cust_pkg->getfield('bill') || 0) == $next_bill;
549 # or if we're letting it run only once
550 last if $options{cancel};
552 $next_bill = $cust_pkg->getfield('bill') || 0;
554 #stop if -o was passed to freeside-daily
555 last if $options{'one_recur'};
558 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
562 } #foreach my $part_pkg
564 } #foreach my $cust_pkg
566 foreach my $pass (@passes) { # keys %cust_bill_pkg )
568 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
570 warn "$me billing pass $pass\n"
571 #.Dumper(\@cust_bill_pkg)."\n"
578 my @pending_fees = FS::FeeOrigin_Mixin->by_cust($self->custnum,
579 hashref => { 'billpkgnum' => '' }
581 warn "$me found pending fees:\n".Dumper(\@pending_fees)."\n"
582 if @pending_fees and $DEBUG > 1;
584 # determine whether to generate an invoice
585 my $generate_bill = scalar(@cust_bill_pkg) > 0;
587 foreach my $fee (@pending_fees) {
588 $generate_bill = 1 unless $fee->nextbill;
591 # don't create an invoice with no line items, or where the only line
592 # items are fees that are supposed to be held until the next invoice
593 next if !$generate_bill;
597 foreach my $fee_origin (@pending_fees) {
598 my $part_fee = $fee_origin->part_fee;
600 # check whether the fee is applicable before doing anything expensive:
602 # if the fee def belongs to a different agent, don't charge the fee.
603 # event conditions should prevent this, but just in case they don't,
605 if ( $part_fee->agentnum and $part_fee->agentnum != $self->agentnum ) {
606 warn "tried to charge fee#".$part_fee->feepart .
607 " on customer#".$self->custnum." from a different agent.\n";
610 # also skip if it's disabled
611 next if $part_fee->disabled eq 'Y';
613 # Decide which invoice to base the fee on.
614 my $cust_bill = $fee_origin->cust_bill;
616 # Then link it to the current invoice. This isn't the real cust_bill
617 # object that will be inserted--in particular there are no taxes yet.
618 # If you want to charge a fee on the total invoice amount including
619 # taxes, you have to put the fee on the next invoice.
620 $cust_bill = FS::cust_bill->new({
621 'custnum' => $self->custnum,
622 'cust_bill_pkg' => \@cust_bill_pkg,
623 'charged' => ${ $total_setup{$pass} } +
624 ${ $total_recur{$pass} },
627 # If the origin is for a specific package, then only apply the fee to
628 # line items from that package.
629 if ( my $cust_pkg = $fee_origin->cust_pkg ) {
630 my @charge_fee_on_item;
631 my $charge_fee_on_amount = 0;
632 foreach (@cust_bill_pkg) {
633 if ($_->pkgnum == $cust_pkg->pkgnum) {
634 push @charge_fee_on_item, $_;
635 $charge_fee_on_amount += $_->setup + $_->recur;
638 $cust_bill->set('cust_bill_pkg', \@charge_fee_on_item);
639 $cust_bill->set('charged', $charge_fee_on_amount);
642 } # $cust_bill is now set
644 my $fee_item = $part_fee->lineitem($cust_bill) or next;
645 # link this so that we can clear the marker on inserting the line item
646 $fee_item->set('fee_origin', $fee_origin);
647 push @fee_items, $fee_item;
651 # add fees to the invoice
652 foreach my $fee_item (@fee_items) {
654 push @cust_bill_pkg, $fee_item;
655 ${ $total_setup{$pass} } += $fee_item->setup;
656 ${ $total_recur{$pass} } += $fee_item->recur;
658 my $part_fee = $fee_item->part_fee;
659 my $fee_location = $self->ship_location; # I think?
661 my $error = $self->_handle_taxes(
664 location => $fee_location
665 # probably not right to pass cancel => 1 for fees
667 return $error if $error;
671 # XXX implementation of fees is supposed to make this go away...
672 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
673 !$conf->exists('postal_invoice-recurring_only')
677 my $postal_pkg = $self->charge_postal_fee();
678 if ( $postal_pkg && !ref( $postal_pkg ) ) {
680 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
681 return "can't charge postal invoice fee for customer ".
682 $self->custnum. ": $postal_pkg";
684 } elsif ( $postal_pkg ) {
686 my $real_pkgpart = $postal_pkg->pkgpart;
687 # we could implement this bit as FS::part_pkg::has_hidden, but we already
688 # suffer from performance issues
689 $options{has_hidden} = 0;
690 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
691 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
693 foreach my $part_pkg ( @part_pkg ) {
694 my %postal_options = %options;
695 delete $postal_options{cancel};
697 $self->_make_lines( 'part_pkg' => $part_pkg,
698 'cust_pkg' => $postal_pkg,
699 'precommit_hooks' => \@precommit_hooks,
700 'line_items' => \@cust_bill_pkg,
701 'setup' => $total_setup{$pass},
702 'recur' => $total_recur{$pass},
703 'tax_matrix' => $taxlisthash{$pass},
705 'real_pkgpart' => $real_pkgpart,
706 'options' => \%postal_options,
709 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
714 # it's silly to have a zero value postal_pkg, but....
715 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
721 my $listref_or_error =
722 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
724 unless ( ref( $listref_or_error ) ) {
725 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
726 return $listref_or_error;
729 foreach my $taxline ( @$listref_or_error ) {
730 ${ $total_setup{$pass} } =
731 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
732 push @cust_bill_pkg, $taxline;
736 warn "adding tax adjustments...\n" if $DEBUG > 2;
737 foreach my $cust_tax_adjustment (
738 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
744 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
746 my $itemdesc = $cust_tax_adjustment->taxname;
747 $itemdesc = '' if $itemdesc eq 'Tax';
749 push @cust_bill_pkg, new FS::cust_bill_pkg {
755 'itemdesc' => $itemdesc,
756 'itemcomment' => $cust_tax_adjustment->comment,
757 'cust_tax_adjustment' => $cust_tax_adjustment,
758 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
763 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
765 my $balance = $self->balance;
767 my $previous_bill = qsearchs({ 'table' => 'cust_bill',
768 'hashref' => { custnum=>$self->custnum },
769 'extra_sql' => 'ORDER BY _date DESC LIMIT 1',
771 my $previous_balance =
773 ? ( $previous_bill->billing_balance + $previous_bill->charged )
776 $log->debug('creating the new invoice', %logopt);
777 warn "creating the new invoice\n" if $DEBUG;
778 #create the new invoice
779 my $cust_bill = new FS::cust_bill ( {
780 'custnum' => $self->custnum,
781 '_date' => $invoice_time,
782 'charged' => $charged,
783 'billing_balance' => $balance,
784 'previous_balance' => $previous_balance,
785 'invoice_terms' => $options{'invoice_terms'},
786 'cust_bill_pkg' => \@cust_bill_pkg,
788 $error = $cust_bill->insert unless $options{no_commit};
790 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
791 return "can't create invoice for customer #". $self->custnum. ": $error";
793 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
795 } #foreach my $pass ( keys %cust_bill_pkg )
797 foreach my $hook ( @precommit_hooks ) {
800 } unless $options{no_commit};
802 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
803 return "$@ running precommit hook $hook\n";
807 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
812 #discard bundled packages of 0 value
813 # XXX we should reconsider whether we even need this
814 sub _omit_zero_value_bundles {
819 my $discount_show_always = $conf->exists('discount-show-always');
822 # Sort @in the same way we do during invoice rendering, so we can identify
823 # bundles. See FS::Template_Mixin::_items_nontax.
824 @in = sort { $a->pkgnum <=> $b->pkgnum or
825 $a->sdate <=> $b->sdate or
826 ($a->pkgpart_override ? 0 : -1) or
827 ($b->pkgpart_override ? 0 : 1) or
828 $b->hidden cmp $a->hidden or
829 $a->pkgpart_override <=> $b->pkgpart_override
832 # this is a pack-and-deliver pattern. every time there's a cust_bill_pkg
833 # _without_ pkgpart_override, that's the start of the new bundle. if there's
834 # an existing bundle, and it contains a nonzero amount (or a zero amount
835 # that's displayable anyway), push all line items in the bundle.
836 foreach my $cust_bill_pkg ( @in ) {
838 if (scalar(@bundle) and !$cust_bill_pkg->pkgpart_override) {
839 # ship out this bundle and reset it
847 # add this item to the current bundle
848 push @bundle, $cust_bill_pkg;
850 # determine if it makes the bundle displayable
851 if ( $cust_bill_pkg->setup > 0
852 or $cust_bill_pkg->recur > 0
853 or $cust_bill_pkg->setup_show_zero
854 or $cust_bill_pkg->recur_show_zero
855 or ($discount_show_always
856 and scalar(@{ $cust_bill_pkg->get('discounts')})
868 warn " _omit_zero_value_bundles: ". scalar(@in).
869 '->'. scalar(@out). "\n" #. Dumper(@out). "\n"
875 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
877 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
878 Usually used internally by bill method B<bill>.
880 If there is an error, returns the error, otherwise returns reference to a
881 list of line items suitable for insertion.
887 An array ref of the line items being billed.
891 A strange beast. The keys to this hash are internal identifiers consisting
892 of the name of the tax object type, a space, and its unique identifier ( e.g.
893 'cust_main_county 23' ). The values of the hash are listrefs. The first
894 item in the list is the tax object. The remaining items are either line
895 items or floating point values (currency amounts).
897 The taxes are calculated on this entity. Calculated exemption records are
898 transferred to the LINEITEMREF items on the assumption that they are related.
904 This specifies the date appearing on the associated invoice. Some
905 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
911 sub calculate_taxes {
912 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
914 # $taxlisthash is a hashref
915 # keys are identifiers, values are arrayrefs
916 # each arrayref starts with a tax object (cust_main_county or tax_rate)
917 # then a cust_bill_pkg object the tax applies to, then the charge class
918 # on that object (setup, recur, a usage class number, or '')
919 # For internal taxes the charge class is always undef.
921 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
923 warn "$me calculate_taxes\n"
924 #.Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
927 my $custnum = $self->custnum;
928 # The main tax accumulator. One bin for each tax name (itemdesc).
929 # For each subdivision of tax under this name, push a cust_bill_pkg item
930 # for the calculated tax into the arrayref.
932 # values are arrayrefs of tax lines
935 # keys are taxlisthash keys (internal identifiers)
936 # values are (cumulative) amounts
939 # keys are taxlisthash keys
940 # values are arrayrefs of cust_tax_exempt_pkg objects
943 # For tax on tax calculation, we need to remember which taxable items
944 # (and charge classes) had which taxes applied to them.
946 # keys are cust_bill_pkg objects (taxable items)
947 # values are hashrefs
948 # keys are charge classes
949 # values are hashrefs
950 # keys are taxnums (in tax_rate only; cust_main_county doesn't use this)
951 # values are the taxlines generated for those taxes
952 tie my %item_has_tax, 'Tie::RefHash',
953 map { $_ => {} } @$cust_bill_pkg;
955 foreach my $tax_id ( keys %$taxlisthash ) {
956 # $tax_id: the identifier of the tax we are calculating in this pass
958 my $taxables = $taxlisthash->{$tax_id};
959 my $tax_object = shift @$taxables;
960 my $taxnum = $tax_object->taxnum;
961 # $tax_object is a cust_main_county or tax_rate
962 # (with billpkgnum, pkgnum, locationnum set)
963 # the rest of @{ $taxlisthash->{$tax_id} } is cust_bill_pkg objects,
964 # optionally followed by their charge classes.
965 warn "found ". $tax_object->taxname. " as $tax_id\n" if $DEBUG > 2;
967 # taxline calculates the tax on all cust_bill_pkgs in the
968 # first (arrayref) argument.
970 # Note that non-monthly exemptions have already been calculated and
971 # attached to the items. Monthly exemptions will be attached in this
973 my $exemptions = $tax_exemption{$tax_id} ||= [];
974 if ( $tax_object->isa('FS::tax_rate') ) { # EXTERNAL TAXES
975 # STILL have tax_rate-specific crap in here...
976 my @taxlines = $tax_object->taxline( $taxables,
977 'custnum' => $custnum,
978 'invoice_time' => $invoice_time,
979 'exemptions' => $exemptions,
982 if (!ref $taxlines[0]) {
983 # it's an error string
984 warn "error evaluating $tax_id on custnum $custnum\n";
987 foreach my $taxline (@taxlines) {
988 push @{ $taxname{ $taxline->itemdesc } }, $taxline;
989 my $link = $taxline->get('cust_bill_pkg_tax_rate_location')->[0];
990 my $taxable_item = $link->taxable_cust_bill_pkg;
991 $item_has_tax{$taxable_item}{$taxline->_class}{$taxnum} = $taxline;
994 } else { # INTERNAL TAXES
995 # we can do this in a single taxline, because it's not stupid
997 my $taxline = $tax_object->taxline( $taxables,
998 'custnum' => $custnum,
999 'invoice_time' => $invoice_time,
1000 'exemptions' => $exemptions,
1003 if (!ref $taxline) {
1004 # it's an error string
1005 warn "error evaluating $tax_id on custnum $custnum\n";
1008 # if the calculated tax is zero, don't even keep it
1009 next if $taxline->setup < 0.001;
1010 push @{ $taxname{ $taxline->itemdesc } }, $taxline;
1013 $DB::single = 1; # XXX
1015 # all first-tier taxes are calculated. now for tax on tax:
1017 foreach my $taxable_item ( @$cust_bill_pkg ) {
1018 # taxes that apply to this item
1019 my $this_has_tax = $item_has_tax{$taxable_item};
1021 my $location = $taxable_item->tax_location;
1023 foreach my $charge_class (keys %$this_has_tax) {
1024 # taxes that apply to this item and charge class
1025 my $this_class_has_tax = $this_has_tax->{$charge_class};
1026 foreach my $taxnum (keys %$this_class_has_tax) {
1028 # for each tax item that was calculated in phase 1, get the
1030 my $tax_object = FS::tax_rate->by_key($taxnum);
1031 # and find all taxes that apply to it in this location
1032 my @tot = $tax_object->tax_on_tax( $location );
1034 warn "found possible taxed taxnum $taxnum\n"
1036 # Calculate ToT separately for each taxable item and class, and only
1037 # if _that class on the item_ is already taxed under the ToT. This is
1039 # See RT#5243 and RT#36380.
1040 foreach my $tot (@tot) {
1041 my $totnum = $tot->taxnum;
1042 warn "checking taxnum $totnum which we call ". $tot->taxname ."\n"
1044 # note: if the _null class_ on this item is taxed under the ToT,
1045 # then this specific class is taxed also (because null class
1046 # includes all classes) and so ToT is applicable.
1048 exists $this_class_has_tax->{ $totnum }
1049 or exists $this_has_tax->{''}{ $totnum }
1052 warn "calculating tax on tax: taxnum $totnum on $taxnum\n"
1054 my @taxlines = $tot->taxline(
1055 $this_class_has_tax->{ $taxnum }, # the first-stage tax
1056 'custnum' => $custnum,
1057 'invoice_time' => $invoice_time,
1059 next if (!@taxlines); # it didn't apply after all
1060 if (!ref($taxlines[0])) {
1061 warn "error evaluating taxnum $totnum TOT on custnum $custnum\n";
1062 return $taxlines[0];
1064 foreach my $taxline (@taxlines) {
1065 push @{ $taxname{ $taxline->itemdesc } }, $taxline;
1068 } # foreach my $tot (tax-on-tax rate definition)
1069 } # foreach $taxnum (first-tier rate definition)
1070 } # foreach $charge_class
1071 } # foreach $taxable_item
1073 #consolidate and create tax line items
1074 warn "consolidating and generating...\n" if $DEBUG > 2;
1075 my %final_tax_items; # taxname => item
1076 foreach my $taxname ( keys %taxname ) {
1077 my @cust_bill_pkg_tax_location;
1078 my @cust_bill_pkg_tax_rate_location;
1079 my $tax_cust_bill_pkg = FS::cust_bill_pkg->new({
1084 'itemdesc' => $taxname,
1085 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
1086 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
1091 warn "adding $taxname\n" if $DEBUG > 1;
1092 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
1093 next if $taxitem->get('setup') == 0;
1094 # if ( ref($taxitem) eq 'FS::cust_bill_pkg' ) # always true
1095 # then we need to transfer the amount and the links from the
1096 # line item to the new one we're creating.
1097 $tax_total += $taxitem->setup;
1099 $taxitem->get('cust_bill_pkg_tax_location') ||
1100 $taxitem->get('cust_bill_pkg_tax_rate_location') ||
1103 foreach my $link ( @links ) {
1104 $link->set('tax_cust_bill_pkg', $tax_cust_bill_pkg);
1105 if ($link->isa('FS::cust_bill_pkg_tax_location')) {
1106 push @cust_bill_pkg_tax_location, $link;
1107 } elsif ($link->isa('FS::cust_bill_pkg_tax_rate_location')) {
1108 push @cust_bill_pkg_tax_rate_location, $link;
1112 next unless $tax_total;
1114 # we should really neverround this up...I guess it's okay if taxline
1115 # already returns amounts with 2 decimal places
1116 $tax_total = sprintf('%.2f', $tax_total );
1117 $tax_cust_bill_pkg->set('setup', $tax_total);
1119 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
1125 if ( $pkg_category and
1126 $conf->config('invoice_latexsummary') ||
1127 $conf->config('invoice_htmlsummary')
1131 my %hash = ( 'section' => $pkg_category->categoryname );
1132 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
1135 $tax_cust_bill_pkg->set('display', \@display);
1137 $final_tax_items{$taxname} = $tax_cust_bill_pkg;
1138 } # foreach $taxname
1140 # fix ToT backlinks for taxes that have been consolidated
1141 # (has to be done in a separate pass)
1142 foreach my $tax_item (values %final_tax_items) {
1143 foreach my $taxable_link (@{ $tax_item->cust_bill_pkg_tax_rate_location }) {
1144 my $taxed_item = $taxable_link->taxable_cust_bill_pkg;
1145 next if $taxed_item->pkgnum > 0; # primary taxes
1146 my $taxname = $taxed_item->itemdesc;
1147 $taxable_link->set('taxable_cust_bill_pkg', $final_tax_items{ $taxname });
1151 [ values %final_tax_items ]
1155 my ($self, %params) = @_;
1157 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1159 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
1160 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
1161 my $cust_location = $cust_pkg->tax_location;
1162 my $precommit_hooks = $params{precommit_hooks} or die "no precommit_hooks specified";
1163 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
1164 my $total_setup = $params{setup} or die "no setup accumulator specified";
1165 my $total_recur = $params{recur} or die "no recur accumulator specified";
1166 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
1167 my $time = $params{'time'} or die "no time specified";
1168 my (%options) = %{$params{options}};
1170 if ( $part_pkg->freq ne '1' and ($options{'freq_override'} || 0) > 0 ) {
1171 # this should never happen
1172 die 'freq_override billing attempted on non-monthly package '.
1177 my $real_pkgpart = $params{real_pkgpart};
1178 my %hash = $cust_pkg->hash;
1179 my $old_cust_pkg = new FS::cust_pkg \%hash;
1184 $cust_pkg->pkgpart($part_pkg->pkgpart);
1186 my $cmp_time = ( $conf->exists('next-bill-ignore-time')
1197 my @setup_discounts = ();
1198 my %setup_param = ( 'discounts' => \@setup_discounts,
1199 'real_pkgpart' => $params{real_pkgpart}
1201 # Conditions for setting setup date and charging the setup fee:
1202 # - this is not a recurring-only billing run
1203 # - and the package is not currently being canceled
1204 # - and, unless we're specifically told otherwise via 'resetup':
1205 # - it doesn't already HAVE a setup date
1206 # - or a start date in the future
1207 # - and it's not suspended
1209 # The last condition used to check the "disable_setup_suspended" option but
1210 # that's obsolete. We now never set the setup date on a suspended package.
1211 if ( ! $options{recurring_only}
1212 and ! $options{cancel}
1213 and ( $options{'resetup'}
1214 || ( ! $cust_pkg->setup
1215 && ( ! $cust_pkg->start_date
1216 || $cust_pkg->start_date <= $cmp_time
1218 && ( ! $cust_pkg->getfield('susp') )
1224 warn " bill setup\n" if $DEBUG > 1;
1226 unless ( $cust_pkg->waive_setup ) {
1229 $setup = eval { $cust_pkg->calc_setup( $time, \@details, \%setup_param ) };
1230 return "$@ running calc_setup for $cust_pkg\n"
1233 # Only increment unitsetup here if there IS a setup fee.
1234 # prorate_defer_bill may cause calc_setup on a setup-stage package
1235 # to return zero, and the setup fee to be charged later. (This happens
1236 # when it's first billed on the prorate cutoff day. RT#31276.)
1238 $unitsetup = $cust_pkg->base_setup()
1243 $cust_pkg->setfield('setup', $time)
1244 unless $cust_pkg->setup;
1245 #do need it, but it won't get written to the db
1246 #|| $cust_pkg->pkgpart != $real_pkgpart;
1248 $cust_pkg->setfield('start_date', '')
1249 if $cust_pkg->start_date;
1254 # bill recurring fee
1259 my @recur_discounts = ();
1261 if ( ! $cust_pkg->start_date
1264 || ( $cust_pkg->susp != $cust_pkg->order_date
1265 && ( $cust_pkg->option('suspend_bill',1)
1266 || ( $part_pkg->option('suspend_bill', 1)
1267 && ! $cust_pkg->option('no_suspend_bill',1)
1271 || $cust_pkg->is_status_delay_cancel
1274 ( $part_pkg->freq ne '0' && ( $cust_pkg->bill || 0 ) <= $cmp_time )
1275 || ( $part_pkg->plan eq 'voip_cdr'
1276 && $part_pkg->option('bill_every_call')
1281 # XXX should this be a package event? probably. events are called
1282 # at collection time at the moment, though...
1283 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
1284 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
1285 #don't want to reset usage just cause we want a line item??
1286 #&& $part_pkg->pkgpart == $real_pkgpart;
1288 warn " bill recur\n" if $DEBUG > 1;
1291 # XXX shared with $recur_prog
1292 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
1296 #over two params! lets at least switch to a hashref for the rest...
1297 my $increment_next_bill = ( $part_pkg->freq ne '0'
1298 && ( $cust_pkg->getfield('bill') || 0 ) <= $cmp_time
1299 && !$options{cancel}
1301 my %param = ( %setup_param,
1302 'precommit_hooks' => $precommit_hooks,
1303 'increment_next_bill' => $increment_next_bill,
1304 'discounts' => \@recur_discounts,
1305 'real_pkgpart' => $real_pkgpart,
1306 'freq_override' => $options{freq_override} || '',
1310 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
1312 # There may be some part_pkg for which this is wrong. Only those
1313 # which can_discount are supported.
1314 # (the UI should prevent adding discounts to these at the moment)
1316 warn "calling $method on cust_pkg ". $cust_pkg->pkgnum.
1317 " for pkgpart ". $cust_pkg->pkgpart.
1318 " with params ". join(' / ', map "$_=>$param{$_}", keys %param). "\n"
1321 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
1322 return "$@ running $method for $cust_pkg\n"
1325 if ($recur eq 'NOTHING') {
1326 # then calc_cancel (or calc_recur but that's not used) has declined to
1327 # generate a recurring lineitem at all. treat this as zero, but also
1328 # try not to generate a lineitem.
1334 $unitrecur = $cust_pkg->base_recur( \$sdate ) || $recur; #XXX uuh, better
1336 if ( $increment_next_bill ) {
1340 if ( my $main_pkg = $cust_pkg->main_pkg ) {
1341 # supplemental package
1342 # to keep in sync with the main package, simulate billing at
1344 my $main_pkg_freq = $main_pkg->part_pkg->freq;
1345 my $supp_pkg_freq = $part_pkg->freq;
1346 my $ratio = $supp_pkg_freq / $main_pkg_freq;
1347 if ( $ratio != int($ratio) ) {
1348 # the UI should prevent setting up packages like this, but just
1350 return "supplemental package period is not an integer multiple of main package period";
1352 $next_bill = $sdate;
1354 $next_bill = $part_pkg->add_freq( $next_bill, $main_pkg_freq );
1359 $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
1360 return "unparsable frequency: ".
1361 ($options{freq_override} || $part_pkg->freq)
1362 if $next_bill == -1;
1365 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
1366 # only for figuring next bill date, nothing else, so, reset $sdate again
1368 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
1369 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
1370 $cust_pkg->last_bill($sdate);
1372 $cust_pkg->setfield('bill', $next_bill );
1376 if ( $param{'setup_fee'} ) {
1377 # Add an additional setup fee at the billing stage.
1378 # Used for prorate_defer_bill.
1379 $setup += $param{'setup_fee'};
1380 $unitsetup = $cust_pkg->base_setup();
1384 if ( defined $param{'discount_left_setup'} ) {
1385 foreach my $discount_setup ( values %{$param{'discount_left_setup'}} ) {
1386 $setup -= $discount_setup;
1392 warn "\$setup is undefined" unless defined($setup);
1393 warn "\$recur is undefined" unless defined($recur);
1394 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
1397 # If there's line items, create em cust_bill_pkg records
1398 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
1403 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
1404 # hmm.. and if just the options are modified in some weird price plan?
1406 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
1409 my $error = $cust_pkg->replace( $old_cust_pkg,
1410 'depend_jobnum'=>$options{depend_jobnum},
1411 'options' => { $cust_pkg->options },
1413 unless $options{no_commit};
1414 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
1415 if $error; #just in case
1418 $setup = sprintf( "%.2f", $setup );
1419 $recur = sprintf( "%.2f", $recur );
1420 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
1421 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
1423 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
1424 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
1427 my $discount_show_always = $conf->exists('discount-show-always')
1428 && ( ($setup == 0 && scalar(@setup_discounts))
1429 || ($recur == 0 && scalar(@recur_discounts))
1434 || (!$part_pkg->hidden && $options{has_hidden}) #include some $0 lines
1435 || $discount_show_always
1436 || ($setup == 0 && $cust_pkg->_X_show_zero('setup'))
1437 || ($recur == 0 && $cust_pkg->_X_show_zero('recur'))
1441 warn " charges (setup=$setup, recur=$recur); adding line items\n"
1444 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
1446 warn " adding customer package invoice detail: $_\n"
1447 foreach @cust_pkg_detail;
1449 push @details, @cust_pkg_detail;
1451 my $cust_bill_pkg = new FS::cust_bill_pkg {
1452 'pkgnum' => $cust_pkg->pkgnum,
1454 'unitsetup' => $unitsetup,
1456 'unitrecur' => $unitrecur,
1457 'quantity' => $cust_pkg->quantity,
1458 'details' => \@details,
1459 'discounts' => [ @setup_discounts, @recur_discounts ],
1460 'hidden' => $part_pkg->hidden,
1461 'freq' => $part_pkg->freq,
1464 if ( $part_pkg->option('prorate_defer_bill',1)
1465 and !$hash{last_bill} ) {
1466 # both preceding and upcoming, technically
1467 $cust_bill_pkg->sdate( $cust_pkg->setup );
1468 $cust_bill_pkg->edate( $cust_pkg->bill );
1469 } elsif ( $part_pkg->recur_temporality eq 'preceding' ) {
1470 $cust_bill_pkg->sdate( $hash{last_bill} );
1471 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
1472 $cust_bill_pkg->edate( $time ) if $options{cancel};
1473 } else { #if ( $part_pkg->recur_temporality eq 'upcoming' ) {
1474 $cust_bill_pkg->sdate( $sdate );
1475 $cust_bill_pkg->edate( $cust_pkg->bill );
1476 #$cust_bill_pkg->edate( $time ) if $options{cancel};
1479 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
1480 unless $part_pkg->pkgpart == $real_pkgpart;
1482 $$total_setup += $setup;
1483 $$total_recur += $recur;
1489 my $error = $self->_handle_taxes( $taxlisthash, $cust_bill_pkg,
1490 cancel => $options{cancel} );
1491 return $error if $error;
1493 $cust_bill_pkg->set_display(
1494 part_pkg => $part_pkg,
1495 real_pkgpart => $real_pkgpart,
1498 push @$cust_bill_pkgs, $cust_bill_pkg;
1500 } #if $setup != 0 || $recur != 0
1508 =item _transfer_balance TO_PKG [ FROM_PKGNUM ]
1510 Takes one argument, a cust_pkg object that is being billed. This will
1511 be called only if the package was created by a package change, and has
1512 not been billed since the package change, and package balance tracking
1513 is enabled. The second argument can be an alternate package number to
1514 transfer the balance from; this should not be used externally.
1516 Transfers the balance from the previous package (now canceled) to
1517 this package, by crediting one package and creating an invoice item for
1518 the other. Inserts the credit and returns the invoice item (so that it
1519 can be added to an invoice that's being built).
1521 If the previous package was never billed, and was also created by a package
1522 change, then this will also transfer the balance from I<its> previous
1523 package, and so on, until reaching a package that either has been billed
1524 or was not created by a package change.
1528 my $balance_transfer_reason;
1530 sub _transfer_balance {
1532 my $cust_pkg = shift;
1533 my $from_pkgnum = shift || $cust_pkg->change_pkgnum;
1534 my $from_pkg = FS::cust_pkg->by_key($from_pkgnum);
1538 # if $from_pkg is not the first package in the chain, and it was never
1540 if ( $from_pkg->change_pkgnum and scalar($from_pkg->cust_bill_pkg) == 0 ) {
1541 @transfers = $self->_transfer_balance($cust_pkg, $from_pkg->change_pkgnum);
1544 my $prev_balance = $self->balance_pkgnum($from_pkgnum);
1545 if ( $prev_balance != 0 ) {
1546 $balance_transfer_reason ||= FS::reason->new_or_existing(
1547 'reason' => 'Package balance transfer',
1548 'type' => 'Internal adjustment',
1552 my $credit = FS::cust_credit->new({
1553 'custnum' => $self->custnum,
1554 'amount' => abs($prev_balance),
1555 'reasonnum' => $balance_transfer_reason->reasonnum,
1556 '_date' => $cust_pkg->change_date,
1559 my $cust_bill_pkg = FS::cust_bill_pkg->new({
1561 'recur' => abs($prev_balance),
1562 #'sdate' => $from_pkg->last_bill, # not sure about this
1563 #'edate' => $cust_pkg->change_date,
1564 'itemdesc' => $self->mt('Previous Balance, [_1]',
1565 $from_pkg->part_pkg->pkg),
1568 if ( $prev_balance > 0 ) {
1569 # credit the old package, charge the new one
1570 $credit->set('pkgnum', $from_pkgnum);
1571 $cust_bill_pkg->set('pkgnum', $cust_pkg->pkgnum);
1574 $credit->set('pkgnum', $cust_pkg->pkgnum);
1575 $cust_bill_pkg->set('pkgnum', $from_pkgnum);
1577 my $error = $credit->insert;
1578 die "error transferring package balance from #".$from_pkgnum.
1579 " to #".$cust_pkg->pkgnum.": $error\n" if $error;
1581 push @transfers, $cust_bill_pkg;
1582 } # $prev_balance != 0
1587 =item handle_taxes TAXLISTHASH CUST_BILL_PKG [ OPTIONS ]
1589 This is _handle_taxes. It's called once for each cust_bill_pkg generated
1592 TAXLISTHASH is a hashref shared across the entire invoice. It looks like
1595 'cust_main_county 1001' => [ [FS::cust_main_county], ... ],
1596 'cust_main_county 1002' => [ [FS::cust_main_county], ... ],
1599 'cust_main_county' can also be 'tax_rate'. The first object in the array
1600 is always the cust_main_county or tax_rate identified by the key.
1602 That "..." is a list of FS::cust_bill_pkg objects that will be fed to
1603 the 'taxline' method to calculate the amount of the tax. This doesn't
1604 happen until calculate_taxes, though.
1606 OPTIONS may include:
1607 - part_item: a part_pkg or part_fee object to be used as the package/fee
1609 - location: a cust_location to be used as the billing location.
1610 - cancel: true if this package is being billed on cancellation. This
1611 allows tax to be calculated on usage charges only.
1613 If not supplied, part_item will be inferred from the pkgnum or feepart of the
1614 cust_bill_pkg, and location from the pkgnum (or, for fees, the invnum and
1615 the customer's default service location).
1617 This method will also calculate exemptions for any taxes that apply to the
1618 line item (using the C<set_exemptions> method of L<FS::cust_bill_pkg>) and
1619 attach them. This is the only place C<set_exemptions> is called in normal
1626 my $taxlisthash = shift;
1627 my $cust_bill_pkg = shift;
1630 # at this point I realize that we have enough information to infer all this
1631 # stuff, instead of passing around giant honking argument lists
1632 my $location = $options{location} || $cust_bill_pkg->tax_location;
1633 my $part_item = $options{part_item} || $cust_bill_pkg->part_X;
1635 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1637 return if ( $self->payby eq 'COMP' ); #dubious
1639 if ( $conf->exists('enable_taxproducts')
1640 && ( scalar($part_item->part_pkg_taxoverride)
1641 || $part_item->has_taxproduct
1646 # EXTERNAL TAX RATES (via tax_rate)
1647 my %cust_bill_pkg = ();
1651 my $usage = $cust_bill_pkg->usage || 0;
1652 push @classes, $cust_bill_pkg->usage_classes if $usage;
1653 push @classes, 'setup' if $cust_bill_pkg->setup and !$options{cancel};
1654 push @classes, 'recur' if ($cust_bill_pkg->recur - $usage)
1655 and !$options{cancel};
1656 # that's better--probably don't even need $options{cancel} now
1657 # but leave it for now, just to be safe
1659 # About $options{cancel}: This protects against charging per-line or
1660 # per-customer or other flat-rate surcharges on a package that's being
1661 # billed on cancellation (which is an out-of-cycle bill and should only
1662 # have usage charges). See RT#29443.
1664 # customer exemption is now handled in the 'taxline' method
1665 #my $exempt = $conf->exists('cust_class-tax_exempt')
1666 # ? ( $self->cust_class ? $self->cust_class->tax : '' )
1668 # standardize this just to be sure
1669 #$exempt = ($exempt eq 'Y') ? 'Y' : '';
1673 unless (exists $taxes{''}) {
1674 # unsure what purpose this serves, but last time I deleted something
1675 # from here just because I didn't see the point, it actually did
1676 # something important.
1677 my $err_or_ref = $self->_gather_taxes($part_item, '', $location);
1678 return $err_or_ref unless ref($err_or_ref);
1679 $taxes{''} = $err_or_ref;
1682 # NO DISINTEGRATIONS.
1683 # my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
1685 # do not call taxline() with any argument except the entire set of
1686 # cust_bill_pkgs on an invoice that are eligible for the tax.
1688 # only calculate exemptions once for each tax rate, even if it's used
1689 # for multiple classes
1692 foreach my $class (@classes) {
1693 my $err_or_ref = $self->_gather_taxes($part_item, $class, $location);
1694 return $err_or_ref unless ref($err_or_ref);
1695 my @taxes = @$err_or_ref;
1699 foreach my $tax ( @taxes ) {
1701 my $tax_id = ref( $tax ). ' '. $tax->taxnum;
1702 # $taxlisthash: keys are tax identifiers ('FS::tax_rate 123456').
1703 # Values are arrayrefs, first the tax object (cust_main_county
1704 # or tax_rate), then the cust_bill_pkg object that the
1705 # tax applies to, then the tax class (setup, recur, usage classnum).
1706 $taxlisthash->{ $tax_id } ||= [ $tax ];
1707 push @{ $taxlisthash->{ $tax_id } }, $cust_bill_pkg, $class;
1709 # determine any exemptions that apply
1710 if (!$tax_seen{$tax_id}) {
1711 $cust_bill_pkg->set_exemptions( $tax, custnum => $self->custnum );
1712 $tax_seen{$tax_id} = 1;
1715 # tax on tax will be done later, when we actually create the tax
1723 # INTERNAL TAX RATES (cust_main_county)
1725 # We fetch taxes even if the customer is completely exempt,
1726 # because we need to record that fact.
1728 my @loc_keys = qw( district city county state country );
1729 my %taxhash = map { $_ => $location->$_ } @loc_keys;
1731 $taxhash{'taxclass'} = $part_item->taxclass;
1733 warn "taxhash:\n". Dumper(\%taxhash) if $DEBUG > 2;
1735 my @taxes = (); # entries are cust_main_county objects
1736 my %taxhash_elim = %taxhash;
1737 my @elim = qw( district city county state );
1740 #first try a match with taxclass
1741 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1743 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1744 #then try a match without taxclass
1745 my %no_taxclass = %taxhash_elim;
1746 $no_taxclass{ 'taxclass' } = '';
1747 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1750 $taxhash_elim{ shift(@elim) } = '';
1752 } while ( !scalar(@taxes) && scalar(@elim) );
1755 my $tax_id = 'cust_main_county '.$_->taxnum;
1756 $taxlisthash->{$tax_id} ||= [ $_ ];
1757 $cust_bill_pkg->set_exemptions($_, custnum => $self->custnum);
1758 push @{ $taxlisthash->{$tax_id} }, $cust_bill_pkg;
1765 =item _gather_taxes PART_ITEM CLASS CUST_LOCATION
1767 Internal method used with vendor-provided tax tables. PART_ITEM is a part_pkg
1768 or part_fee (which will define the tax eligibility of the product), CLASS is
1769 'setup', 'recur', null, or a C<usage_class> number, and CUST_LOCATION is the
1770 location where the service was provided (or billed, depending on
1771 configuration). Returns an arrayref of L<FS::tax_rate> objects that
1772 can apply to this line item.
1778 my $part_item = shift;
1780 my $location = shift;
1782 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1784 my $geocode = $location->geocode('cch');
1786 [ $part_item->tax_rates('cch', $geocode, $class) ]
1790 =item collect [ HASHREF | OPTION => VALUE ... ]
1792 (Attempt to) collect money for this customer's outstanding invoices (see
1793 L<FS::cust_bill>). Usually used after the bill method.
1795 Actions are now triggered by billing events; see L<FS::part_event> and the
1796 billing events web interface. Old-style invoice events (see
1797 L<FS::part_bill_event>) have been deprecated.
1799 If there is an error, returns the error, otherwise returns false.
1801 Options are passed as name-value pairs.
1803 Currently available options are:
1809 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
1813 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1817 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1821 set true to surpress email card/ACH decline notices.
1825 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1831 # allows for one time override of normal customer billing method
1836 my( $self, %options ) = @_;
1838 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1840 my $invoice_time = $options{'invoice_time'} || time;
1843 local $SIG{HUP} = 'IGNORE';
1844 local $SIG{INT} = 'IGNORE';
1845 local $SIG{QUIT} = 'IGNORE';
1846 local $SIG{TERM} = 'IGNORE';
1847 local $SIG{TSTP} = 'IGNORE';
1848 local $SIG{PIPE} = 'IGNORE';
1850 my $oldAutoCommit = $FS::UID::AutoCommit;
1851 local $FS::UID::AutoCommit = 0;
1854 $self->select_for_update; #mutex
1857 my $balance = $self->balance;
1858 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1861 if ( exists($options{'retry_card'}) ) {
1862 carp 'retry_card option passed to collect is deprecated; use retry';
1863 $options{'retry'} ||= $options{'retry_card'};
1865 if ( exists($options{'retry'}) && $options{'retry'} ) {
1866 my $error = $self->retry_realtime;
1868 $dbh->rollback if $oldAutoCommit;
1873 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1875 #never want to roll back an event just because it returned an error
1876 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1878 $self->do_cust_event(
1879 'debug' => ( $options{'debug'} || 0 ),
1880 'time' => $invoice_time,
1881 'check_freq' => $options{'check_freq'},
1882 'stage' => 'collect',
1887 =item retry_realtime
1889 Schedules realtime / batch credit card / electronic check / LEC billing
1890 events for for retry. Useful if card information has changed or manual
1891 retry is desired. The 'collect' method must be called to actually retry
1894 Implementation details: For either this customer, or for each of this
1895 customer's open invoices, changes the status of the first "done" (with
1896 statustext error) realtime processing event to "failed".
1900 sub retry_realtime {
1903 local $SIG{HUP} = 'IGNORE';
1904 local $SIG{INT} = 'IGNORE';
1905 local $SIG{QUIT} = 'IGNORE';
1906 local $SIG{TERM} = 'IGNORE';
1907 local $SIG{TSTP} = 'IGNORE';
1908 local $SIG{PIPE} = 'IGNORE';
1910 my $oldAutoCommit = $FS::UID::AutoCommit;
1911 local $FS::UID::AutoCommit = 0;
1914 #a little false laziness w/due_cust_event (not too bad, really)
1916 # I guess this is always as of now?
1917 my $join = FS::part_event_condition->join_conditions_sql('', 'time' => time);
1918 my $order = FS::part_event_condition->order_conditions_sql;
1921 . join ( ' OR ' , map {
1922 my $cust_join = FS::part_event->eventtables_cust_join->{$_} || '';
1923 my $custnum = FS::part_event->eventtables_custnum->{$_};
1924 "( part_event.eventtable = " . dbh->quote($_)
1925 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key
1926 . " from $_ $cust_join"
1927 . " where $custnum = " . dbh->quote( $self->custnum ) . "))" ;
1928 } FS::part_event->eventtables)
1931 #here is the agent virtualization
1932 my $agent_virt = " ( part_event.agentnum IS NULL
1933 OR part_event.agentnum = ". $self->agentnum. ' )';
1935 #XXX this shouldn't be hardcoded, actions should declare it...
1936 my @realtime_events = qw(
1937 cust_bill_realtime_card
1938 cust_bill_realtime_check
1939 cust_bill_realtime_lec
1943 my $is_realtime_event =
1944 ' part_event.action IN ( '.
1945 join(',', map "'$_'", @realtime_events ).
1948 my $batch_or_statustext =
1949 "( part_event.action = 'cust_bill_batch'
1950 OR ( statustext IS NOT NULL AND statustext != '' )
1954 my @cust_event = qsearch({
1955 'table' => 'cust_event',
1956 'select' => 'cust_event.*',
1957 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1958 'hashref' => { 'status' => 'done' },
1959 'extra_sql' => " AND $batch_or_statustext ".
1960 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1963 my %seen_invnum = ();
1964 foreach my $cust_event (@cust_event) {
1966 #max one for the customer, one for each open invoice
1967 my $cust_X = $cust_event->cust_X;
1968 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1972 or $cust_event->part_event->eventtable eq 'cust_bill'
1975 my $error = $cust_event->retry;
1977 $dbh->rollback if $oldAutoCommit;
1978 return "error scheduling event for retry: $error";
1983 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1988 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1990 Runs billing events; see L<FS::part_event> and the billing events web
1993 If there is an error, returns the error, otherwise returns false.
1995 Options are passed as name-value pairs.
1997 Currently available options are:
2003 Use this time when deciding when to print invoices and late notices on those invoices. The default is now. It is specified as a UNIX timestamp; see L<perlfunc/"time">). Also see L<Time::Local> and L<Date::Parse> for conversion functions.
2007 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
2011 "collect" (the default) or "pre-bill"
2015 set true to surpress email card/ACH decline notices.
2019 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2026 # allows for one time override of normal customer billing method
2030 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
2033 my( $self, %options ) = @_;
2035 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
2037 my $time = $options{'time'} || time;
2040 local $SIG{HUP} = 'IGNORE';
2041 local $SIG{INT} = 'IGNORE';
2042 local $SIG{QUIT} = 'IGNORE';
2043 local $SIG{TERM} = 'IGNORE';
2044 local $SIG{TSTP} = 'IGNORE';
2045 local $SIG{PIPE} = 'IGNORE';
2047 my $oldAutoCommit = $FS::UID::AutoCommit;
2048 local $FS::UID::AutoCommit = 0;
2051 $self->select_for_update; #mutex
2054 my $balance = $self->balance;
2055 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
2058 # if ( exists($options{'retry_card'}) ) {
2059 # carp 'retry_card option passed to collect is deprecated; use retry';
2060 # $options{'retry'} ||= $options{'retry_card'};
2062 # if ( exists($options{'retry'}) && $options{'retry'} ) {
2063 # my $error = $self->retry_realtime;
2065 # $dbh->rollback if $oldAutoCommit;
2070 # false laziness w/pay_batch::import_results
2072 my $due_cust_event = $self->due_cust_event(
2073 'debug' => ( $options{'debug'} || 0 ),
2075 'check_freq' => $options{'check_freq'},
2076 'stage' => ( $options{'stage'} || 'collect' ),
2078 unless( ref($due_cust_event) ) {
2079 $dbh->rollback if $oldAutoCommit;
2080 return $due_cust_event;
2083 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2084 #never want to roll back an event just because it or a different one
2086 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
2088 foreach my $cust_event ( @$due_cust_event ) {
2092 #re-eval event conditions (a previous event could have changed things)
2093 unless ( $cust_event->test_conditions ) {
2094 #don't leave stray "new/locked" records around
2095 my $error = $cust_event->delete;
2096 return $error if $error;
2101 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
2102 if $options{'quiet'};
2103 warn " running cust_event ". $cust_event->eventnum. "\n"
2106 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
2107 if ( my $error = $cust_event->do_event( 'time' => $time ) ) {
2108 #XXX wtf is this? figure out a proper dealio with return value
2120 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
2122 Inserts database records for and returns an ordered listref of new events due
2123 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
2124 events are due, an empty listref is returned. If there is an error, returns a
2125 scalar error message.
2127 To actually run the events, call each event's test_condition method, and if
2128 still true, call the event's do_event method.
2130 Options are passed as a hashref or as a list of name-value pairs. Available
2137 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
2141 "collect" (the default) or "pre-bill"
2145 "Current time" for the events.
2149 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
2153 Only return events for the specified eventtable (by default, events of all eventtables are returned)
2157 Explicitly pass the objects to be tested (typically used with eventtable).
2161 Set to true to return the objects, but not actually insert them into the
2168 sub due_cust_event {
2170 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
2173 #my $DEBUG = $opt{'debug'}
2174 $opt{'debug'} ||= 0; # silence some warnings
2175 local($DEBUG) = $opt{'debug'}
2176 if $opt{'debug'} > $DEBUG;
2177 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
2179 warn "$me due_cust_event called with options ".
2180 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
2183 $opt{'time'} ||= time;
2185 local $SIG{HUP} = 'IGNORE';
2186 local $SIG{INT} = 'IGNORE';
2187 local $SIG{QUIT} = 'IGNORE';
2188 local $SIG{TERM} = 'IGNORE';
2189 local $SIG{TSTP} = 'IGNORE';
2190 local $SIG{PIPE} = 'IGNORE';
2192 my $oldAutoCommit = $FS::UID::AutoCommit;
2193 local $FS::UID::AutoCommit = 0;
2196 $self->select_for_update #mutex
2197 unless $opt{testonly};
2200 # find possible events (initial search)
2203 my @cust_event = ();
2205 my @eventtable = $opt{'eventtable'}
2206 ? ( $opt{'eventtable'} )
2207 : FS::part_event->eventtables_runorder;
2209 my $check_freq = $opt{'check_freq'} || '1d';
2211 foreach my $eventtable ( @eventtable ) {
2214 if ( $opt{'objects'} ) {
2216 @objects = @{ $opt{'objects'} };
2218 } elsif ( $eventtable eq 'cust_main' ) {
2220 @objects = ( $self );
2224 my $cm_join = " LEFT JOIN cust_main USING ( custnum )";
2225 # linkage not needed here because FS::cust_main->$eventtable will
2228 #some false laziness w/Cron::bill bill_where
2230 my $join = FS::part_event_condition->join_conditions_sql( $eventtable,
2231 'time' => $opt{'time'});
2232 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
2233 'time'=>$opt{'time'},
2235 $where = $where ? "AND $where" : '';
2237 my $are_part_event =
2238 "EXISTS ( SELECT 1 FROM part_event $join
2239 WHERE check_freq = '$check_freq'
2240 AND eventtable = '$eventtable'
2241 AND ( disabled = '' OR disabled IS NULL )
2247 @objects = $self->$eventtable(
2248 'addl_from' => $cm_join,
2249 'extra_sql' => " AND $are_part_event",
2251 } # if ( !$opt{objects} and $eventtable ne 'cust_main' )
2253 my @e_cust_event = ();
2255 my $linkage = FS::part_event->eventtables_cust_join->{$eventtable} || '';
2257 my $cross = "CROSS JOIN $eventtable $linkage";
2258 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
2259 unless $eventtable eq 'cust_main';
2261 foreach my $object ( @objects ) {
2263 #this first search uses the condition_sql magic for optimization.
2264 #the more possible events we can eliminate in this step the better
2266 my $cross_where = '';
2267 my $pkey = $object->primary_key;
2268 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
2270 my $join = FS::part_event_condition->join_conditions_sql( $eventtable,
2271 'time' => $opt{'time'});
2273 FS::part_event_condition->where_conditions_sql( $eventtable,
2274 'time'=>$opt{'time'}
2276 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
2278 $extra_sql = "AND $extra_sql" if $extra_sql;
2280 #here is the agent virtualization
2281 $extra_sql .= " AND ( part_event.agentnum IS NULL
2282 OR part_event.agentnum = ". $self->agentnum. ' )';
2284 $extra_sql .= " $order";
2286 warn "searching for events for $eventtable ". $object->$pkey. "\n"
2287 if $opt{'debug'} > 2;
2288 my @part_event = qsearch( {
2289 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
2290 'select' => 'part_event.*',
2291 'table' => 'part_event',
2292 'addl_from' => "$cross $join",
2293 'hashref' => { 'check_freq' => $check_freq,
2294 'eventtable' => $eventtable,
2297 'extra_sql' => "AND $cross_where $extra_sql",
2301 my $pkey = $object->primary_key;
2302 warn " ". scalar(@part_event).
2303 " possible events found for $eventtable ". $object->$pkey(). "\n";
2306 push @e_cust_event, map {
2307 $_->new_cust_event($object, 'time' => $opt{'time'})
2312 warn " ". scalar(@e_cust_event).
2313 " subtotal possible cust events found for $eventtable\n"
2316 push @cust_event, @e_cust_event;
2320 warn " ". scalar(@cust_event).
2321 " total possible cust events found in initial search\n"
2329 $opt{stage} ||= 'collect';
2331 grep { my $stage = $_->part_event->event_stage;
2332 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
2342 @cust_event = grep $_->test_conditions( 'stats_hashref' => \%unsat ),
2345 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
2348 warn " invalid conditions not eliminated with condition_sql:\n".
2349 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
2350 if keys %unsat && $DEBUG; # > 1;
2356 unless( $opt{testonly} ) {
2357 foreach my $cust_event ( @cust_event ) {
2359 my $error = $cust_event->insert();
2361 $dbh->rollback if $oldAutoCommit;
2368 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2374 warn " returning events: ". Dumper(@cust_event). "\n"
2381 =item apply_payments_and_credits [ OPTION => VALUE ... ]
2383 Applies unapplied payments and credits.
2384 Payments with the no_auto_apply flag set will not be applied.
2386 In most cases, this new method should be used in place of sequential
2387 apply_payments and apply_credits methods.
2389 A hash of optional arguments may be passed. Currently "manual" is supported.
2390 If true, a payment receipt is sent instead of a statement when
2391 'payment_receipt_email' configuration option is set.
2393 If there is an error, returns the error, otherwise returns false.
2397 sub apply_payments_and_credits {
2398 my( $self, %options ) = @_;
2400 local $SIG{HUP} = 'IGNORE';
2401 local $SIG{INT} = 'IGNORE';
2402 local $SIG{QUIT} = 'IGNORE';
2403 local $SIG{TERM} = 'IGNORE';
2404 local $SIG{TSTP} = 'IGNORE';
2405 local $SIG{PIPE} = 'IGNORE';
2407 my $oldAutoCommit = $FS::UID::AutoCommit;
2408 local $FS::UID::AutoCommit = 0;
2411 $self->select_for_update; #mutex
2413 foreach my $cust_bill ( $self->open_cust_bill ) {
2414 my $error = $cust_bill->apply_payments_and_credits(%options);
2416 $dbh->rollback if $oldAutoCommit;
2417 return "Error applying: $error";
2421 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2426 =item apply_credits OPTION => VALUE ...
2428 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
2429 to outstanding invoice balances in chronological order (or reverse
2430 chronological order if the I<order> option is set to B<newest>) and returns the
2431 value of any remaining unapplied credits available for refund (see
2432 L<FS::cust_refund>).
2434 Dies if there is an error.
2442 local $SIG{HUP} = 'IGNORE';
2443 local $SIG{INT} = 'IGNORE';
2444 local $SIG{QUIT} = 'IGNORE';
2445 local $SIG{TERM} = 'IGNORE';
2446 local $SIG{TSTP} = 'IGNORE';
2447 local $SIG{PIPE} = 'IGNORE';
2449 my $oldAutoCommit = $FS::UID::AutoCommit;
2450 local $FS::UID::AutoCommit = 0;
2453 $self->select_for_update; #mutex
2455 unless ( $self->total_unapplied_credits ) {
2456 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2460 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
2461 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
2463 my @invoices = $self->open_cust_bill;
2464 @invoices = sort { $b->_date <=> $a->_date } @invoices
2465 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
2467 if ( $conf->exists('pkg-balances') ) {
2468 # limit @credits to those w/ a pkgnum grepped from $self
2470 foreach my $i (@invoices) {
2471 foreach my $li ( $i->cust_bill_pkg ) {
2472 $pkgnums{$li->pkgnum} = 1;
2475 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
2480 foreach my $cust_bill ( @invoices ) {
2482 if ( !defined($credit) || $credit->credited == 0) {
2483 $credit = pop @credits or last;
2487 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
2488 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
2490 $owed = $cust_bill->owed;
2492 unless ( $owed > 0 ) {
2493 push @credits, $credit;
2497 my $amount = min( $credit->credited, $owed );
2499 my $cust_credit_bill = new FS::cust_credit_bill ( {
2500 'crednum' => $credit->crednum,
2501 'invnum' => $cust_bill->invnum,
2502 'amount' => $amount,
2504 $cust_credit_bill->pkgnum( $credit->pkgnum )
2505 if $conf->exists('pkg-balances') && $credit->pkgnum;
2506 my $error = $cust_credit_bill->insert;
2508 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2512 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2516 my $total_unapplied_credits = $self->total_unapplied_credits;
2518 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2520 return $total_unapplied_credits;
2523 =item apply_payments [ OPTION => VALUE ... ]
2525 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
2526 to outstanding invoice balances in chronological order.
2527 Payments with the no_auto_apply flag set will not be applied.
2529 #and returns the value of any remaining unapplied payments.
2531 A hash of optional arguments may be passed. Currently "manual" is supported.
2532 If true, a payment receipt is sent instead of a statement when
2533 'payment_receipt_email' configuration option is set.
2535 Dies if there is an error.
2539 sub apply_payments {
2540 my( $self, %options ) = @_;
2542 local $SIG{HUP} = 'IGNORE';
2543 local $SIG{INT} = 'IGNORE';
2544 local $SIG{QUIT} = 'IGNORE';
2545 local $SIG{TERM} = 'IGNORE';
2546 local $SIG{TSTP} = 'IGNORE';
2547 local $SIG{PIPE} = 'IGNORE';
2549 my $oldAutoCommit = $FS::UID::AutoCommit;
2550 local $FS::UID::AutoCommit = 0;
2553 $self->select_for_update; #mutex
2557 my @payments = grep { !$_->no_auto_apply } $self->unapplied_cust_pay;
2559 my @invoices = $self->open_cust_bill;
2561 if ( $conf->exists('pkg-balances') ) {
2562 # limit @payments to those w/ a pkgnum grepped from $self
2564 foreach my $i (@invoices) {
2565 foreach my $li ( $i->cust_bill_pkg ) {
2566 $pkgnums{$li->pkgnum} = 1;
2569 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2574 foreach my $cust_bill ( @invoices ) {
2576 if ( !defined($payment) || $payment->unapplied == 0 ) {
2577 $payment = pop @payments or last;
2581 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2582 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2584 $owed = $cust_bill->owed;
2586 unless ( $owed > 0 ) {
2587 push @payments, $payment;
2591 my $amount = min( $payment->unapplied, $owed );
2594 'paynum' => $payment->paynum,
2595 'invnum' => $cust_bill->invnum,
2596 'amount' => $amount,
2598 $cbp->{_date} = $payment->_date
2599 if $options{'manual'} && $options{'backdate_application'};
2600 my $cust_bill_pay = new FS::cust_bill_pay($cbp);
2601 $cust_bill_pay->pkgnum( $payment->pkgnum )
2602 if $conf->exists('pkg-balances') && $payment->pkgnum;
2603 my $error = $cust_bill_pay->insert(%options);
2605 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2609 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2613 my $total_unapplied_payments = $self->total_unapplied_payments;
2615 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2617 return $total_unapplied_payments;
2627 suspend_adjourned_pkgs
2628 unsuspend_resumed_pkgs
2631 (do_cust_event pre-bill)
2634 (vendor-only) _gather_taxes
2635 _omit_zero_value_bundles
2636 _handle_taxes (for fees)
2639 apply_payments_and_credits
2648 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>