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 );
11 use FS::cust_bill_pkg;
12 use FS::cust_bill_pkg_display;
13 use FS::cust_bill_pay;
14 use FS::cust_credit_bill;
15 use FS::cust_tax_adjustment;
17 use FS::tax_rate_location;
18 use FS::cust_bill_pkg_tax_location;
19 use FS::cust_bill_pkg_tax_rate_location;
21 use FS::part_event_condition;
24 # 1 is mostly method/subroutine entry and options
25 # 2 traces progress of some operations
26 # 3 is even more information including possibly sensitive data
28 $me = '[FS::cust_main::Billing]';
30 install_callback FS::UID sub {
32 #yes, need it for stuff below (prolly should be cached)
37 FS::cust_main::Billing - Billing mixin for cust_main
43 These methods are available on FS::cust_main objects.
49 =item bill_and_collect
51 Cancels and suspends any packages due, generates bills, applies payments and
52 credits, and applies collection events to run cards, send bills and notices,
55 By default, warns on errors and continues with the next operation (but see the
58 Options are passed as name-value pairs. Currently available options are:
64 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:
68 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
72 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.
76 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
80 If set true, re-charges setup fees.
84 If set any errors prevent subsequent operations from continusing. If set
85 specifically to "return", returns the error (or false, if there is no error).
86 Any other true value causes errors to die.
90 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)
94 Optional FS::queue entry to receive status updates.
98 Options are passed to the B<bill> and B<collect> methods verbatim, so all
99 options of those methods are also available.
103 sub bill_and_collect {
104 my( $self, %options ) = @_;
108 #$options{actual_time} not $options{time} because freeside-daily -d is for
109 #pre-printing invoices
111 $options{'actual_time'} ||= time;
112 my $job = $options{'job'};
114 $job->update_statustext('0,cleaning expired packages') if $job;
115 $error = $self->cancel_expired_pkgs( $options{actual_time} );
117 $error = "Error expiring custnum ". $self->custnum. ": $error";
118 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
119 elsif ( $options{fatal} ) { die $error; }
120 else { warn $error; }
123 $error = $self->suspend_adjourned_pkgs( $options{actual_time} );
125 $error = "Error adjourning custnum ". $self->custnum. ": $error";
126 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
127 elsif ( $options{fatal} ) { die $error; }
128 else { warn $error; }
131 $job->update_statustext('20,billing packages') if $job;
132 $error = $self->bill( %options );
134 $error = "Error billing custnum ". $self->custnum. ": $error";
135 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
136 elsif ( $options{fatal} ) { die $error; }
137 else { warn $error; }
140 $job->update_statustext('50,applying payments and credits') if $job;
141 $error = $self->apply_payments_and_credits;
143 $error = "Error applying custnum ". $self->custnum. ": $error";
144 if ( $options{fatal} && $options{fatal} eq 'return' ) { return $error; }
145 elsif ( $options{fatal} ) { die $error; }
146 else { warn $error; }
149 $job->update_statustext('70,running collection events') if $job;
150 unless ( $conf->exists('cancelled_cust-noevents')
151 && ! $self->num_ncancelled_pkgs
153 $error = $self->collect( %options );
155 $error = "Error collecting custnum ". $self->custnum. ": $error";
156 if ($options{fatal} && $options{fatal} eq 'return') { return $error; }
157 elsif ($options{fatal} ) { die $error; }
158 else { warn $error; }
161 $job->update_statustext('100,finished') if $job;
167 sub cancel_expired_pkgs {
168 my ( $self, $time, %options ) = @_;
170 my @cancel_pkgs = $self->ncancelled_pkgs( {
171 'extra_sql' => " AND expire IS NOT NULL AND expire > 0 AND expire <= $time "
176 foreach my $cust_pkg ( @cancel_pkgs ) {
177 my $cpr = $cust_pkg->last_cust_pkg_reason('expire');
178 my $error = $cust_pkg->cancel($cpr ? ( 'reason' => $cpr->reasonnum,
179 'reason_otaker' => $cpr->otaker
183 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
186 scalar(@errors) ? join(' / ', @errors) : '';
190 sub suspend_adjourned_pkgs {
191 my ( $self, $time, %options ) = @_;
193 my @susp_pkgs = $self->ncancelled_pkgs( {
195 " AND ( susp IS NULL OR susp = 0 )
196 AND ( ( bill IS NOT NULL AND bill != 0 AND bill < $time )
197 OR ( adjourn IS NOT NULL AND adjourn != 0 AND adjourn <= $time )
202 #only because there's no SQL test for is_prepaid :/
204 grep { ( $_->part_pkg->is_prepaid
209 && $_->adjourn <= $time
217 foreach my $cust_pkg ( @susp_pkgs ) {
218 my $cpr = $cust_pkg->last_cust_pkg_reason('adjourn')
219 if ($cust_pkg->adjourn && $cust_pkg->adjourn < $^T);
220 my $error = $cust_pkg->suspend($cpr ? ( 'reason' => $cpr->reasonnum,
221 'reason_otaker' => $cpr->otaker
225 push @errors, 'pkgnum '.$cust_pkg->pkgnum.": $error" if $error;
228 scalar(@errors) ? join(' / ', @errors) : '';
234 Generates invoices (see L<FS::cust_bill>) for this customer. Usually used in
235 conjunction with the collect method by calling B<bill_and_collect>.
237 If there is an error, returns the error, otherwise returns false.
239 Options are passed as name-value pairs. Currently available options are:
245 If set true, re-charges setup fees.
249 If set true then only bill recurring charges, not setup, usage, one time
254 If set, then override the normal frequency and look for a part_pkg_discount
255 to take at that frequency.
259 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:
263 $cust_main->bill( 'time' => str2time('April 20th, 2001') );
267 An array ref of specific packages (objects) to attempt billing, instead trying all of them.
269 $cust_main->bill( pkg_list => [$pkg1, $pkg2] );
273 A hashref of pkgparts to exclude from this billing run (can also be specified as a comma-separated scalar).
277 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.
281 This boolean value informs the us that the package is being cancelled. This
282 typically might mean not charging the normal recurring fee but only usage
283 fees since the last billing. Setup charges may be charged. Not all package
284 plans support this feature (they tend to charge 0).
288 Prevent the resetting of usage limits during this call.
292 Do not save the generated bill in the database. Useful with return_bill
296 A list reference on which the generated bill(s) will be returned.
300 Optional terms to be printed on this invoice. Otherwise, customer-specific
301 terms or the default terms are used.
308 my( $self, %options ) = @_;
310 return '' if $self->payby eq 'COMP';
312 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
314 warn "$me bill customer ". $self->custnum. "\n"
317 my $time = $options{'time'} || time;
318 my $invoice_time = $options{'invoice_time'} || $time;
320 $options{'not_pkgpart'} ||= {};
321 $options{'not_pkgpart'} = { map { $_ => 1 }
322 split(/\s*,\s*/, $options{'not_pkgpart'})
324 unless ref($options{'not_pkgpart'});
326 local $SIG{HUP} = 'IGNORE';
327 local $SIG{INT} = 'IGNORE';
328 local $SIG{QUIT} = 'IGNORE';
329 local $SIG{TERM} = 'IGNORE';
330 local $SIG{TSTP} = 'IGNORE';
331 local $SIG{PIPE} = 'IGNORE';
333 my $oldAutoCommit = $FS::UID::AutoCommit;
334 local $FS::UID::AutoCommit = 0;
337 warn "$me acquiring lock on customer ". $self->custnum. "\n"
340 $self->select_for_update; #mutex
342 warn "$me running pre-bill events for customer ". $self->custnum. "\n"
345 my $error = $self->do_cust_event(
346 'debug' => ( $options{'debug'} || 0 ),
347 'time' => $invoice_time,
348 'check_freq' => $options{'check_freq'},
349 'stage' => 'pre-bill',
351 unless $options{no_commit};
353 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
357 warn "$me done running pre-bill events for customer ". $self->custnum. "\n"
360 #keep auto-charge and non-auto-charge line items separate
361 my @passes = ( '', 'no_auto' );
363 my %cust_bill_pkg = map { $_ => [] } @passes;
366 # find the packages which are due for billing, find out how much they are
367 # & generate invoice database.
370 my %total_setup = map { my $z = 0; $_ => \$z; } @passes;
371 my %total_recur = map { my $z = 0; $_ => \$z; } @passes;
373 my %taxlisthash = map { $_ => {} } @passes;
375 my @precommit_hooks = ();
377 $options{'pkg_list'} ||= [ $self->ncancelled_pkgs ]; #param checks?
378 foreach my $cust_pkg ( @{ $options{'pkg_list'} } ) {
380 next if $options{'not_pkgpart'}->{$cust_pkg->pkgpart};
382 warn " bill package ". $cust_pkg->pkgnum. "\n" if $DEBUG > 1;
384 #? to avoid use of uninitialized value errors... ?
385 $cust_pkg->setfield('bill', '')
386 unless defined($cust_pkg->bill);
388 #my $part_pkg = $cust_pkg->part_pkg;
390 my $real_pkgpart = $cust_pkg->pkgpart;
391 my %hash = $cust_pkg->hash;
393 # we could implement this bit as FS::part_pkg::has_hidden, but we already
394 # suffer from performance issues
395 $options{has_hidden} = 0;
396 my @part_pkg = $cust_pkg->part_pkg->self_and_bill_linked;
397 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
399 foreach my $part_pkg ( @part_pkg ) {
401 $cust_pkg->set($_, $hash{$_}) foreach qw ( setup last_bill bill );
403 my $pass = ($cust_pkg->no_auto || $part_pkg->no_auto) ? 'no_auto' : '';
406 $self->_make_lines( 'part_pkg' => $part_pkg,
407 'cust_pkg' => $cust_pkg,
408 'precommit_hooks' => \@precommit_hooks,
409 'line_items' => $cust_bill_pkg{$pass},
410 'setup' => $total_setup{$pass},
411 'recur' => $total_recur{$pass},
412 'tax_matrix' => $taxlisthash{$pass},
414 'real_pkgpart' => $real_pkgpart,
415 'options' => \%options,
418 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
422 } #foreach my $part_pkg
424 } #foreach my $cust_pkg
426 #if the customer isn't on an automatic payby, everything can go on a single
428 #if ( $cust_main->payby !~ /^(CARD|CHEK)$/ ) {
429 #merge everything into one list
432 foreach my $pass (@passes) { # keys %cust_bill_pkg ) {
434 my @cust_bill_pkg = _omit_zero_value_bundles(@{ $cust_bill_pkg{$pass} });
436 next unless @cust_bill_pkg; #don't create an invoice w/o line items
438 warn "$me billing pass $pass\n"
439 #.Dumper(\@cust_bill_pkg)."\n"
442 if ( scalar( grep { $_->recur && $_->recur > 0 } @cust_bill_pkg) ||
443 !$conf->exists('postal_invoice-recurring_only')
447 my $postal_pkg = $self->charge_postal_fee();
448 if ( $postal_pkg && !ref( $postal_pkg ) ) {
450 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
451 return "can't charge postal invoice fee for customer ".
452 $self->custnum. ": $postal_pkg";
454 } elsif ( $postal_pkg ) {
456 my $real_pkgpart = $postal_pkg->pkgpart;
457 # we could implement this bit as FS::part_pkg::has_hidden, but we already
458 # suffer from performance issues
459 $options{has_hidden} = 0;
460 my @part_pkg = $postal_pkg->part_pkg->self_and_bill_linked;
461 $options{has_hidden} = 1 if ($part_pkg[1] && $part_pkg[1]->hidden);
463 foreach my $part_pkg ( @part_pkg ) {
464 my %postal_options = %options;
465 delete $postal_options{cancel};
467 $self->_make_lines( 'part_pkg' => $part_pkg,
468 'cust_pkg' => $postal_pkg,
469 'precommit_hooks' => \@precommit_hooks,
470 'line_items' => \@cust_bill_pkg,
471 'setup' => $total_setup{$pass},
472 'recur' => $total_recur{$pass},
473 'tax_matrix' => $taxlisthash{$pass},
475 'real_pkgpart' => $real_pkgpart,
476 'options' => \%postal_options,
479 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
484 # it's silly to have a zero value postal_pkg, but....
485 @cust_bill_pkg = _omit_zero_value_bundles(@cust_bill_pkg);
491 my $listref_or_error =
492 $self->calculate_taxes( \@cust_bill_pkg, $taxlisthash{$pass}, $invoice_time);
494 unless ( ref( $listref_or_error ) ) {
495 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
496 return $listref_or_error;
499 foreach my $taxline ( @$listref_or_error ) {
500 ${ $total_setup{$pass} } =
501 sprintf('%.2f', ${ $total_setup{$pass} } + $taxline->setup );
502 push @cust_bill_pkg, $taxline;
506 warn "adding tax adjustments...\n" if $DEBUG > 2;
507 foreach my $cust_tax_adjustment (
508 qsearch('cust_tax_adjustment', { 'custnum' => $self->custnum,
514 my $tax = sprintf('%.2f', $cust_tax_adjustment->amount );
516 my $itemdesc = $cust_tax_adjustment->taxname;
517 $itemdesc = '' if $itemdesc eq 'Tax';
519 push @cust_bill_pkg, new FS::cust_bill_pkg {
525 'itemdesc' => $itemdesc,
526 'itemcomment' => $cust_tax_adjustment->comment,
527 'cust_tax_adjustment' => $cust_tax_adjustment,
528 #'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
533 my $charged = sprintf('%.2f', ${ $total_setup{$pass} } + ${ $total_recur{$pass} } );
535 my @cust_bill = $self->cust_bill;
536 my $balance = $self->balance;
537 my $previous_balance = scalar(@cust_bill)
538 ? ( $cust_bill[$#cust_bill]->billing_balance || 0 )
541 $previous_balance += $cust_bill[$#cust_bill]->charged
542 if scalar(@cust_bill);
543 #my $balance_adjustments =
544 # sprintf('%.2f', $balance - $prior_prior_balance - $prior_charged);
546 warn "creating the new invoice\n" if $DEBUG;
547 #create the new invoice
548 my $cust_bill = new FS::cust_bill ( {
549 'custnum' => $self->custnum,
550 '_date' => $invoice_time,
551 'charged' => $charged,
552 'billing_balance' => $balance,
553 'previous_balance' => $previous_balance,
554 'invoice_terms' => $options{'invoice_terms'},
555 'cust_bill_pkg' => \@cust_bill_pkg,
557 $error = $cust_bill->insert unless $options{no_commit};
559 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
560 return "can't create invoice for customer #". $self->custnum. ": $error";
562 push @{$options{return_bill}}, $cust_bill if $options{return_bill};
564 } #foreach my $pass ( keys %cust_bill_pkg )
566 foreach my $hook ( @precommit_hooks ) {
569 } unless $options{no_commit};
571 $dbh->rollback if $oldAutoCommit && !$options{no_commit};
572 return "$@ running precommit hook $hook\n";
576 $dbh->commit or die $dbh->errstr if $oldAutoCommit && !$options{no_commit};
581 #discard bundled packages of 0 value
582 sub _omit_zero_value_bundles {
585 my @cust_bill_pkg = ();
586 my @cust_bill_pkg_bundle = ();
588 my $discount_show_always = 0;
590 foreach my $cust_bill_pkg ( @in ) {
592 $discount_show_always = ($cust_bill_pkg->get('discounts')
593 && scalar(@{$cust_bill_pkg->get('discounts')})
594 && $conf->exists('discount-show-always'));
596 warn " pkgnum ". $cust_bill_pkg->pkgnum. " sum $sum, ".
597 "setup_show_zero ". $cust_bill_pkg->setup_show_zero.
598 "recur_show_zero ". $cust_bill_pkg->recur_show_zero. "\n"
601 if (scalar(@cust_bill_pkg_bundle) && !$cust_bill_pkg->pkgpart_override) {
602 push @cust_bill_pkg, @cust_bill_pkg_bundle
604 || ($sum == 0 && ( $discount_show_always
605 || grep {$_->recur_show_zero || $_->setup_show_zero}
606 @cust_bill_pkg_bundle
609 @cust_bill_pkg_bundle = ();
613 $sum += $cust_bill_pkg->setup + $cust_bill_pkg->recur;
614 push @cust_bill_pkg_bundle, $cust_bill_pkg;
618 push @cust_bill_pkg, @cust_bill_pkg_bundle
620 || ($sum == 0 && ( $discount_show_always
621 || grep {$_->recur_show_zero || $_->setup_show_zero}
622 @cust_bill_pkg_bundle
626 warn " _omit_zero_value_bundles: ". scalar(@in).
627 '->'. scalar(@cust_bill_pkg). "\n" #. Dumper(@cust_bill_pkg). "\n"
634 =item calculate_taxes LINEITEMREF TAXHASHREF INVOICE_TIME
636 This is a weird one. Perhaps it should not even be exposed.
638 Generates tax line items (see L<FS::cust_bill_pkg>) for this customer.
639 Usually used internally by bill method B<bill>.
641 If there is an error, returns the error, otherwise returns reference to a
642 list of line items suitable for insertion.
648 An array ref of the line items being billed.
652 A strange beast. The keys to this hash are internal identifiers consisting
653 of the name of the tax object type, a space, and its unique identifier ( e.g.
654 'cust_main_county 23' ). The values of the hash are listrefs. The first
655 item in the list is the tax object. The remaining items are either line
656 items or floating point values (currency amounts).
658 The taxes are calculated on this entity. Calculated exemption records are
659 transferred to the LINEITEMREF items on the assumption that they are related.
665 This specifies the date appearing on the associated invoice. Some
666 jurisdictions (i.e. Texas) have tax exemptions which are date sensitive.
672 sub calculate_taxes {
673 my ($self, $cust_bill_pkg, $taxlisthash, $invoice_time) = @_;
675 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
677 warn "$me calculate_taxes\n"
678 #.Dumper($self, $cust_bill_pkg, $taxlisthash, $invoice_time). "\n"
681 my @tax_line_items = ();
683 # keys are tax names (as printed on invoices / itemdesc )
684 # values are listrefs of taxlisthash keys (internal identifiers)
687 # keys are taxlisthash keys (internal identifiers)
688 # values are (cumulative) amounts
691 # keys are taxlisthash keys (internal identifiers)
692 # values are listrefs of cust_bill_pkg_tax_location hashrefs
693 my %tax_location = ();
695 # keys are taxlisthash keys (internal identifiers)
696 # values are listrefs of cust_bill_pkg_tax_rate_location hashrefs
697 my %tax_rate_location = ();
699 foreach my $tax ( keys %$taxlisthash ) {
700 my $tax_object = shift @{ $taxlisthash->{$tax} };
701 warn "found ". $tax_object->taxname. " as $tax\n" if $DEBUG > 2;
702 warn " ". join('/', @{ $taxlisthash->{$tax} } ). "\n" if $DEBUG > 2;
703 my $hashref_or_error =
704 $tax_object->taxline( $taxlisthash->{$tax},
705 'custnum' => $self->custnum,
706 'invoice_time' => $invoice_time
708 return $hashref_or_error unless ref($hashref_or_error);
710 unshift @{ $taxlisthash->{$tax} }, $tax_object;
712 my $name = $hashref_or_error->{'name'};
713 my $amount = $hashref_or_error->{'amount'};
715 #warn "adding $amount as $name\n";
716 $taxname{ $name } ||= [];
717 push @{ $taxname{ $name } }, $tax;
719 $tax{ $tax } += $amount;
721 $tax_location{ $tax } ||= [];
722 if ( $tax_object->get('pkgnum') || $tax_object->get('locationnum') ) {
723 push @{ $tax_location{ $tax } },
725 'taxnum' => $tax_object->taxnum,
726 'taxtype' => ref($tax_object),
727 'pkgnum' => $tax_object->get('pkgnum'),
728 'locationnum' => $tax_object->get('locationnum'),
729 'amount' => sprintf('%.2f', $amount ),
733 $tax_rate_location{ $tax } ||= [];
734 if ( ref($tax_object) eq 'FS::tax_rate' ) {
735 my $taxratelocationnum =
736 $tax_object->tax_rate_location->taxratelocationnum;
737 push @{ $tax_rate_location{ $tax } },
739 'taxnum' => $tax_object->taxnum,
740 'taxtype' => ref($tax_object),
741 'amount' => sprintf('%.2f', $amount ),
742 'locationtaxid' => $tax_object->location,
743 'taxratelocationnum' => $taxratelocationnum,
749 #move the cust_tax_exempt_pkg records to the cust_bill_pkgs we will commit
750 my %packagemap = map { $_->pkgnum => $_ } @$cust_bill_pkg;
751 foreach my $tax ( keys %$taxlisthash ) {
752 foreach ( @{ $taxlisthash->{$tax} }[1 ... scalar(@{ $taxlisthash->{$tax} })] ) {
753 next unless ref($_) eq 'FS::cust_bill_pkg';
755 my @cust_tax_exempt_pkg = splice( @{ $_->_cust_tax_exempt_pkg } );
757 next unless @cust_tax_exempt_pkg; #just avoiding the prob when irrelevant?
758 die "can't distribute tax exemptions: no line item for ". Dumper($_).
759 " in packagemap ". join(',', sort {$a<=>$b} keys %packagemap). "\n"
760 unless $packagemap{$_->pkgnum};
762 push @{ $packagemap{$_->pkgnum}->_cust_tax_exempt_pkg },
763 @cust_tax_exempt_pkg;
767 #consolidate and create tax line items
768 warn "consolidating and generating...\n" if $DEBUG > 2;
769 foreach my $taxname ( keys %taxname ) {
772 my @cust_bill_pkg_tax_location = ();
773 my @cust_bill_pkg_tax_rate_location = ();
774 warn "adding $taxname\n" if $DEBUG > 1;
775 foreach my $taxitem ( @{ $taxname{$taxname} } ) {
776 next if $seen{$taxitem}++;
777 warn "adding $tax{$taxitem}\n" if $DEBUG > 1;
778 $tax += $tax{$taxitem};
779 push @cust_bill_pkg_tax_location,
780 map { new FS::cust_bill_pkg_tax_location $_ }
781 @{ $tax_location{ $taxitem } };
782 push @cust_bill_pkg_tax_rate_location,
783 map { new FS::cust_bill_pkg_tax_rate_location $_ }
784 @{ $tax_rate_location{ $taxitem } };
788 $tax = sprintf('%.2f', $tax );
790 my $pkg_category = qsearchs( 'pkg_category', { 'categoryname' => $taxname,
796 if ( $pkg_category and
797 $conf->config('invoice_latexsummary') ||
798 $conf->config('invoice_htmlsummary')
802 my %hash = ( 'section' => $pkg_category->categoryname );
803 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
807 push @tax_line_items, new FS::cust_bill_pkg {
813 'itemdesc' => $taxname,
814 'display' => \@display,
815 'cust_bill_pkg_tax_location' => \@cust_bill_pkg_tax_location,
816 'cust_bill_pkg_tax_rate_location' => \@cust_bill_pkg_tax_rate_location,
825 my ($self, %params) = @_;
827 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
829 my $part_pkg = $params{part_pkg} or die "no part_pkg specified";
830 my $cust_pkg = $params{cust_pkg} or die "no cust_pkg specified";
831 my $precommit_hooks = $params{precommit_hooks} or die "no package specified";
832 my $cust_bill_pkgs = $params{line_items} or die "no line buffer specified";
833 my $total_setup = $params{setup} or die "no setup accumulator specified";
834 my $total_recur = $params{recur} or die "no recur accumulator specified";
835 my $taxlisthash = $params{tax_matrix} or die "no tax accumulator specified";
836 my $time = $params{'time'} or die "no time specified";
837 my (%options) = %{$params{options}};
840 my $real_pkgpart = $params{real_pkgpart};
841 my %hash = $cust_pkg->hash;
842 my $old_cust_pkg = new FS::cust_pkg \%hash;
847 $cust_pkg->pkgpart($part_pkg->pkgpart);
855 my @setup_discounts = ();
856 my %setup_param = ( 'discounts' => \@setup_discounts );
857 if ( ! $options{recurring_only}
858 and ! $options{cancel}
859 and ( $options{'resetup'}
860 || ( ! $cust_pkg->setup
861 && ( ! $cust_pkg->start_date
862 || $cust_pkg->start_date <= $time
864 && ( ! $conf->exists('disable_setup_suspended_pkgs')
865 || ( $conf->exists('disable_setup_suspended_pkgs') &&
866 ! $cust_pkg->getfield('susp')
874 warn " bill setup\n" if $DEBUG > 1;
876 unless ( $cust_pkg->waive_setup ) {
879 $setup = eval { $cust_pkg->calc_setup( $time, \@details, \%setup_param ) };
880 return "$@ running calc_setup for $cust_pkg\n"
883 $unitsetup = $cust_pkg->part_pkg->unit_setup || $setup; #XXX uuh
886 $cust_pkg->setfield('setup', $time)
887 unless $cust_pkg->setup;
888 #do need it, but it won't get written to the db
889 #|| $cust_pkg->pkgpart != $real_pkgpart;
891 $cust_pkg->setfield('start_date', '')
892 if $cust_pkg->start_date;
900 #XXX unit stuff here too
903 my @recur_discounts = ();
905 if ( ! $cust_pkg->start_date
906 and ( ! $cust_pkg->susp || $part_pkg->option('suspend_bill', 1) )
908 ( $part_pkg->freq ne '0' && ( $cust_pkg->bill || 0 ) <= $time )
909 || ( $part_pkg->plan eq 'voip_cdr'
910 && $part_pkg->option('bill_every_call')
915 # XXX should this be a package event? probably. events are called
916 # at collection time at the moment, though...
917 $part_pkg->reset_usage($cust_pkg, 'debug'=>$DEBUG)
918 if $part_pkg->can('reset_usage') && !$options{'no_usage_reset'};
919 #don't want to reset usage just cause we want a line item??
920 #&& $part_pkg->pkgpart == $real_pkgpart;
922 warn " bill recur\n" if $DEBUG > 1;
925 # XXX shared with $recur_prog
926 $sdate = ( $options{cancel} ? $cust_pkg->last_bill : $cust_pkg->bill )
930 #over two params! lets at least switch to a hashref for the rest...
931 my $increment_next_bill = ( $part_pkg->freq ne '0'
932 && ( $cust_pkg->getfield('bill') || 0 ) <= $time
935 my %param = ( %setup_param,
936 'precommit_hooks' => $precommit_hooks,
937 'increment_next_bill' => $increment_next_bill,
938 'discounts' => \@recur_discounts,
939 'real_pkgpart' => $real_pkgpart,
940 'freq_override' => $options{freq_override} || '',
943 my $method = $options{cancel} ? 'calc_cancel' : 'calc_recur';
945 # There may be some part_pkg for which this is wrong. Only those
946 # which can_discount are supported.
947 # (the UI should prevent adding discounts to these at the moment)
949 $recur = eval { $cust_pkg->$method( \$sdate, \@details, \%param ) };
950 return "$@ running $method for $cust_pkg\n"
953 if ( $increment_next_bill ) {
955 my $next_bill = $part_pkg->add_freq($sdate, $options{freq_override} || 0);
956 return "unparsable frequency: ". $part_pkg->freq
959 #pro-rating magic - if $recur_prog fiddled $sdate, want to use that
960 # only for figuring next bill date, nothing else, so, reset $sdate again
962 $sdate = $cust_pkg->bill || $cust_pkg->setup || $time;
963 #no need, its in $hash{last_bill}# my $last_bill = $cust_pkg->last_bill;
964 $cust_pkg->last_bill($sdate);
966 $cust_pkg->setfield('bill', $next_bill );
970 if ( defined $param{'discount_left_setup'} ) {
971 foreach my $discount_setup ( values %{$param{'discount_left_setup'}} ) {
972 $setup -= $discount_setup;
978 warn "\$setup is undefined" unless defined($setup);
979 warn "\$recur is undefined" unless defined($recur);
980 warn "\$cust_pkg->bill is undefined" unless defined($cust_pkg->bill);
983 # If there's line items, create em cust_bill_pkg records
984 # If $cust_pkg has been modified, update it (if we're a real pkgpart)
989 if ( $cust_pkg->modified && $cust_pkg->pkgpart == $real_pkgpart ) {
990 # hmm.. and if just the options are modified in some weird price plan?
992 warn " package ". $cust_pkg->pkgnum. " modified; updating\n"
995 my $error = $cust_pkg->replace( $old_cust_pkg,
996 'depend_jobnum'=>$options{depend_jobnum},
997 'options' => { $cust_pkg->options },
999 unless $options{no_commit};
1000 return "Error modifying pkgnum ". $cust_pkg->pkgnum. ": $error"
1001 if $error; #just in case
1004 $setup = sprintf( "%.2f", $setup );
1005 $recur = sprintf( "%.2f", $recur );
1006 if ( $setup < 0 && ! $conf->exists('allow_negative_charges') ) {
1007 return "negative setup $setup for pkgnum ". $cust_pkg->pkgnum;
1009 if ( $recur < 0 && ! $conf->exists('allow_negative_charges') ) {
1010 return "negative recur $recur for pkgnum ". $cust_pkg->pkgnum;
1013 my $discount_show_always = $conf->exists('discount-show-always')
1014 && ( ($setup == 0 && scalar(@setup_discounts))
1015 || ($recur == 0 && scalar(@recur_discounts))
1020 || (!$part_pkg->hidden && $options{has_hidden}) #include some $0 lines
1021 || $discount_show_always
1022 || ($setup == 0 && $cust_pkg->_X_show_zero('setup'))
1023 || ($recur == 0 && $cust_pkg->_X_show_zero('recur'))
1027 warn " charges (setup=$setup, recur=$recur); adding line items\n"
1030 my @cust_pkg_detail = map { $_->detail } $cust_pkg->cust_pkg_detail('I');
1032 warn " adding customer package invoice detail: $_\n"
1033 foreach @cust_pkg_detail;
1035 push @details, @cust_pkg_detail;
1037 my $cust_bill_pkg = new FS::cust_bill_pkg {
1038 'pkgnum' => $cust_pkg->pkgnum,
1040 'unitsetup' => $unitsetup,
1042 'unitrecur' => $unitrecur,
1043 'quantity' => $cust_pkg->quantity,
1044 'details' => \@details,
1045 'discounts' => [ @setup_discounts, @recur_discounts ],
1046 'hidden' => $part_pkg->hidden,
1047 'freq' => $part_pkg->freq,
1050 if ( $part_pkg->option('recur_temporality', 1) eq 'preceding' ) {
1051 $cust_bill_pkg->sdate( $hash{last_bill} );
1052 $cust_bill_pkg->edate( $sdate - 86399 ); #60s*60m*24h-1
1053 $cust_bill_pkg->edate( $time ) if $options{cancel};
1054 } else { #if ( $part_pkg->option('recur_temporality', 1) eq 'upcoming' ) {
1055 $cust_bill_pkg->sdate( $sdate );
1056 $cust_bill_pkg->edate( $cust_pkg->bill );
1057 #$cust_bill_pkg->edate( $time ) if $options{cancel};
1060 $cust_bill_pkg->pkgpart_override($part_pkg->pkgpart)
1061 unless $part_pkg->pkgpart == $real_pkgpart;
1063 $$total_setup += $setup;
1064 $$total_recur += $recur;
1070 unless ( $discount_show_always ) {
1072 $self->_handle_taxes($part_pkg, $taxlisthash, $cust_bill_pkg, $cust_pkg, $options{invoice_time}, $real_pkgpart, \%options);
1073 return $error if $error;
1076 push @$cust_bill_pkgs, $cust_bill_pkg;
1078 } #if $setup != 0 || $recur != 0
1088 my $part_pkg = shift;
1089 my $taxlisthash = shift;
1090 my $cust_bill_pkg = shift;
1091 my $cust_pkg = shift;
1092 my $invoice_time = shift;
1093 my $real_pkgpart = shift;
1094 my $options = shift;
1096 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1098 my %cust_bill_pkg = ();
1102 #push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->type eq 'U';
1103 push @classes, $cust_bill_pkg->usage_classes if $cust_bill_pkg->usage;
1104 push @classes, 'setup' if ($cust_bill_pkg->setup && !$options->{cancel});
1105 push @classes, 'recur' if ($cust_bill_pkg->recur && !$options->{cancel});
1107 if ( $self->tax !~ /Y/i && $self->payby ne 'COMP' ) {
1109 if ( $conf->exists('enable_taxproducts')
1110 && ( scalar($part_pkg->part_pkg_taxoverride)
1111 || $part_pkg->has_taxproduct
1116 foreach my $class (@classes) {
1117 my $err_or_ref = $self->_gather_taxes( $part_pkg, $class, $cust_pkg );
1118 return $err_or_ref unless ref($err_or_ref);
1119 $taxes{$class} = $err_or_ref;
1122 unless (exists $taxes{''}) {
1123 my $err_or_ref = $self->_gather_taxes( $part_pkg, '', $cust_pkg );
1124 return $err_or_ref unless ref($err_or_ref);
1125 $taxes{''} = $err_or_ref;
1130 my @loc_keys = qw( city county state country );
1132 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1133 my $cust_location = $cust_pkg->cust_location;
1134 %taxhash = map { $_ => $cust_location->$_() } @loc_keys;
1137 ( $conf->exists('tax-ship_address') && length($self->ship_last) )
1140 %taxhash = map { $_ => $self->get("$prefix$_") } @loc_keys;
1143 $taxhash{'taxclass'} = $part_pkg->taxclass;
1146 my %taxhash_elim = %taxhash;
1147 my @elim = qw( city county state );
1150 #first try a match with taxclass
1151 @taxes = qsearch( 'cust_main_county', \%taxhash_elim );
1153 if ( !scalar(@taxes) && $taxhash_elim{'taxclass'} ) {
1154 #then try a match without taxclass
1155 my %no_taxclass = %taxhash_elim;
1156 $no_taxclass{ 'taxclass' } = '';
1157 @taxes = qsearch( 'cust_main_county', \%no_taxclass );
1160 $taxhash_elim{ shift(@elim) } = '';
1162 } while ( !scalar(@taxes) && scalar(@elim) );
1164 @taxes = grep { ! $_->taxname or ! $self->tax_exemption($_->taxname) }
1166 if $self->cust_main_exemption; #just to be safe
1168 if ( $conf->exists('tax-pkg_address') && $cust_pkg->locationnum ) {
1170 $_->set('pkgnum', $cust_pkg->pkgnum );
1171 $_->set('locationnum', $cust_pkg->locationnum );
1175 $taxes{''} = [ @taxes ];
1176 $taxes{'setup'} = [ @taxes ];
1177 $taxes{'recur'} = [ @taxes ];
1178 $taxes{$_} = [ @taxes ] foreach (@classes);
1180 # # maybe eliminate this entirely, along with all the 0% records
1181 # unless ( @taxes ) {
1183 # "fatal: can't find tax rate for state/county/country/taxclass ".
1184 # join('/', map $taxhash{$_}, qw(state county country taxclass) );
1187 } #if $conf->exists('enable_taxproducts') ...
1192 my $separate = $conf->exists('separate_usage');
1193 my $temp_pkg = new FS::cust_pkg { pkgpart => $real_pkgpart };
1194 my $usage_mandate = $temp_pkg->part_pkg->option('usage_mandate', 'Hush!');
1195 my $section = $temp_pkg->part_pkg->categoryname;
1196 if ( $separate || $section || $usage_mandate ) {
1198 my %hash = ( 'section' => $section );
1200 $section = $temp_pkg->part_pkg->option('usage_section', 'Hush!');
1201 my $summary = $temp_pkg->part_pkg->option('summarize_usage', 'Hush!');
1203 push @display, new FS::cust_bill_pkg_display { type => 'S', %hash };
1204 push @display, new FS::cust_bill_pkg_display { type => 'R', %hash };
1206 push @display, new FS::cust_bill_pkg_display
1209 ( ( $usage_mandate ) ? ( 'summary' => 'Y' ) : () ),
1213 if ($separate && $section && $summary) {
1214 push @display, new FS::cust_bill_pkg_display { type => 'U',
1219 if ($usage_mandate || $section && $summary) {
1220 $hash{post_total} = 'Y';
1223 if ($separate || $usage_mandate) {
1224 $hash{section} = $section if $section;
1225 push @display, new FS::cust_bill_pkg_display { type => 'U', %hash };
1229 $cust_bill_pkg->set('display', \@display);
1231 my %tax_cust_bill_pkg = $cust_bill_pkg->disintegrate;
1232 foreach my $key (keys %tax_cust_bill_pkg) {
1233 my @taxes = @{ $taxes{$key} || [] };
1234 my $tax_cust_bill_pkg = $tax_cust_bill_pkg{$key};
1236 my %localtaxlisthash = ();
1237 foreach my $tax ( @taxes ) {
1239 my $taxname = ref( $tax ). ' '. $tax->taxnum;
1240 # $taxname .= ' pkgnum'. $cust_pkg->pkgnum.
1241 # ' locationnum'. $cust_pkg->locationnum
1242 # if $conf->exists('tax-pkg_address') && $cust_pkg->locationnum;
1244 $taxlisthash->{ $taxname } ||= [ $tax ];
1245 push @{ $taxlisthash->{ $taxname } }, $tax_cust_bill_pkg;
1247 $localtaxlisthash{ $taxname } ||= [ $tax ];
1248 push @{ $localtaxlisthash{ $taxname } }, $tax_cust_bill_pkg;
1252 warn "finding taxed taxes...\n" if $DEBUG > 2;
1253 foreach my $tax ( keys %localtaxlisthash ) {
1254 my $tax_object = shift @{ $localtaxlisthash{$tax} };
1255 warn "found possible taxed tax ". $tax_object->taxname. " we call $tax\n"
1257 next unless $tax_object->can('tax_on_tax');
1259 foreach my $tot ( $tax_object->tax_on_tax( $self ) ) {
1260 my $totname = ref( $tot ). ' '. $tot->taxnum;
1262 warn "checking $totname which we call ". $tot->taxname. " as applicable\n"
1264 next unless exists( $localtaxlisthash{ $totname } ); # only increase
1266 warn "adding $totname to taxed taxes\n" if $DEBUG > 2;
1267 my $hashref_or_error =
1268 $tax_object->taxline( $localtaxlisthash{$tax},
1269 'custnum' => $self->custnum,
1270 'invoice_time' => $invoice_time,
1272 return $hashref_or_error
1273 unless ref($hashref_or_error);
1275 $taxlisthash->{ $totname } ||= [ $tot ];
1276 push @{ $taxlisthash->{ $totname } }, $hashref_or_error->{amount};
1288 my $part_pkg = shift;
1290 my $cust_pkg = shift;
1292 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1295 if ( $cust_pkg->locationnum && $conf->exists('tax-pkg_address') ) {
1296 $geocode = $cust_pkg->cust_location->geocode('cch');
1298 $geocode = $self->geocode('cch');
1303 my @taxclassnums = map { $_->taxclassnum }
1304 $part_pkg->part_pkg_taxoverride($class);
1306 unless (@taxclassnums) {
1307 @taxclassnums = map { $_->taxclassnum }
1308 grep { $_->taxable eq 'Y' }
1309 $part_pkg->part_pkg_taxrate('cch', $geocode, $class);
1311 warn "Found taxclassnum values of ". join(',', @taxclassnums)
1316 join(' OR ', map { "taxclassnum = $_" } @taxclassnums ). ")";
1318 @taxes = qsearch({ 'table' => 'tax_rate',
1319 'hashref' => { 'geocode' => $geocode, },
1320 'extra_sql' => $extra_sql,
1322 if scalar(@taxclassnums);
1324 warn "Found taxes ".
1325 join(',', map{ ref($_). " ". $_->get($_->primary_key) } @taxes). "\n"
1332 =item collect [ HASHREF | OPTION => VALUE ... ]
1334 (Attempt to) collect money for this customer's outstanding invoices (see
1335 L<FS::cust_bill>). Usually used after the bill method.
1337 Actions are now triggered by billing events; see L<FS::part_event> and the
1338 billing events web interface. Old-style invoice events (see
1339 L<FS::part_bill_event>) have been deprecated.
1341 If there is an error, returns the error, otherwise returns false.
1343 Options are passed as name-value pairs.
1345 Currently available options are:
1351 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.
1355 Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1359 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1363 set true to surpress email card/ACH decline notices.
1367 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)
1373 # allows for one time override of normal customer billing method
1378 my( $self, %options ) = @_;
1380 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1382 my $invoice_time = $options{'invoice_time'} || time;
1385 local $SIG{HUP} = 'IGNORE';
1386 local $SIG{INT} = 'IGNORE';
1387 local $SIG{QUIT} = 'IGNORE';
1388 local $SIG{TERM} = 'IGNORE';
1389 local $SIG{TSTP} = 'IGNORE';
1390 local $SIG{PIPE} = 'IGNORE';
1392 my $oldAutoCommit = $FS::UID::AutoCommit;
1393 local $FS::UID::AutoCommit = 0;
1396 $self->select_for_update; #mutex
1399 my $balance = $self->balance;
1400 warn "$me collect customer ". $self->custnum. ": balance $balance\n"
1403 if ( exists($options{'retry_card'}) ) {
1404 carp 'retry_card option passed to collect is deprecated; use retry';
1405 $options{'retry'} ||= $options{'retry_card'};
1407 if ( exists($options{'retry'}) && $options{'retry'} ) {
1408 my $error = $self->retry_realtime;
1410 $dbh->rollback if $oldAutoCommit;
1415 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1417 #never want to roll back an event just because it returned an error
1418 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1420 $self->do_cust_event(
1421 'debug' => ( $options{'debug'} || 0 ),
1422 'time' => $invoice_time,
1423 'check_freq' => $options{'check_freq'},
1424 'stage' => 'collect',
1429 =item retry_realtime
1431 Schedules realtime / batch credit card / electronic check / LEC billing
1432 events for for retry. Useful if card information has changed or manual
1433 retry is desired. The 'collect' method must be called to actually retry
1436 Implementation details: For either this customer, or for each of this
1437 customer's open invoices, changes the status of the first "done" (with
1438 statustext error) realtime processing event to "failed".
1442 sub retry_realtime {
1445 local $SIG{HUP} = 'IGNORE';
1446 local $SIG{INT} = 'IGNORE';
1447 local $SIG{QUIT} = 'IGNORE';
1448 local $SIG{TERM} = 'IGNORE';
1449 local $SIG{TSTP} = 'IGNORE';
1450 local $SIG{PIPE} = 'IGNORE';
1452 my $oldAutoCommit = $FS::UID::AutoCommit;
1453 local $FS::UID::AutoCommit = 0;
1456 #a little false laziness w/due_cust_event (not too bad, really)
1458 my $join = FS::part_event_condition->join_conditions_sql;
1459 my $order = FS::part_event_condition->order_conditions_sql;
1462 . join ( ' OR ' , map {
1463 "( part_event.eventtable = " . dbh->quote($_)
1464 . " AND tablenum IN( SELECT " . dbdef->table($_)->primary_key . " from $_ where custnum = " . dbh->quote( $self->custnum ) . "))" ;
1465 } FS::part_event->eventtables)
1468 #here is the agent virtualization
1469 my $agent_virt = " ( part_event.agentnum IS NULL
1470 OR part_event.agentnum = ". $self->agentnum. ' )';
1472 #XXX this shouldn't be hardcoded, actions should declare it...
1473 my @realtime_events = qw(
1474 cust_bill_realtime_card
1475 cust_bill_realtime_check
1476 cust_bill_realtime_lec
1480 my $is_realtime_event = ' ( '. join(' OR ', map "part_event.action = '$_'",
1485 my @cust_event = qsearchs({
1486 'table' => 'cust_event',
1487 'select' => 'cust_event.*',
1488 'addl_from' => "LEFT JOIN part_event USING ( eventpart ) $join",
1489 'hashref' => { 'status' => 'done' },
1490 'extra_sql' => " AND statustext IS NOT NULL AND statustext != '' ".
1491 " AND $mine AND $is_realtime_event AND $agent_virt $order" # LIMIT 1"
1494 my %seen_invnum = ();
1495 foreach my $cust_event (@cust_event) {
1497 #max one for the customer, one for each open invoice
1498 my $cust_X = $cust_event->cust_X;
1499 next if $seen_invnum{ $cust_event->part_event->eventtable eq 'cust_bill'
1503 or $cust_event->part_event->eventtable eq 'cust_bill'
1506 my $error = $cust_event->retry;
1508 $dbh->rollback if $oldAutoCommit;
1509 return "error scheduling event for retry: $error";
1514 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1519 =item do_cust_event [ HASHREF | OPTION => VALUE ... ]
1521 Runs billing events; see L<FS::part_event> and the billing events web
1524 If there is an error, returns the error, otherwise returns false.
1526 Options are passed as name-value pairs.
1528 Currently available options are:
1534 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.
1538 "1d" for the traditional, daily events (the default), or "1m" for the new monthly events (part_event.check_freq)
1542 "collect" (the default) or "pre-bill"
1546 set true to surpress email card/ACH decline notices.
1550 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)
1557 # allows for one time override of normal customer billing method
1561 # Retry card/echeck/LEC transactions even when not scheduled by invoice events.
1564 my( $self, %options ) = @_;
1566 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1568 my $time = $options{'time'} || time;
1571 local $SIG{HUP} = 'IGNORE';
1572 local $SIG{INT} = 'IGNORE';
1573 local $SIG{QUIT} = 'IGNORE';
1574 local $SIG{TERM} = 'IGNORE';
1575 local $SIG{TSTP} = 'IGNORE';
1576 local $SIG{PIPE} = 'IGNORE';
1578 my $oldAutoCommit = $FS::UID::AutoCommit;
1579 local $FS::UID::AutoCommit = 0;
1582 $self->select_for_update; #mutex
1585 my $balance = $self->balance;
1586 warn "$me do_cust_event customer ". $self->custnum. ": balance $balance\n"
1589 # if ( exists($options{'retry_card'}) ) {
1590 # carp 'retry_card option passed to collect is deprecated; use retry';
1591 # $options{'retry'} ||= $options{'retry_card'};
1593 # if ( exists($options{'retry'}) && $options{'retry'} ) {
1594 # my $error = $self->retry_realtime;
1596 # $dbh->rollback if $oldAutoCommit;
1601 # false laziness w/pay_batch::import_results
1603 my $due_cust_event = $self->due_cust_event(
1604 'debug' => ( $options{'debug'} || 0 ),
1606 'check_freq' => $options{'check_freq'},
1607 'stage' => ( $options{'stage'} || 'collect' ),
1609 unless( ref($due_cust_event) ) {
1610 $dbh->rollback if $oldAutoCommit;
1611 return $due_cust_event;
1614 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1615 #never want to roll back an event just because it or a different one
1617 local $FS::UID::AutoCommit = 1; #$oldAutoCommit;
1619 foreach my $cust_event ( @$due_cust_event ) {
1623 #re-eval event conditions (a previous event could have changed things)
1624 unless ( $cust_event->test_conditions( 'time' => $time ) ) {
1625 #don't leave stray "new/locked" records around
1626 my $error = $cust_event->delete;
1627 return $error if $error;
1632 local $FS::cust_main::Billing_Realtime::realtime_bop_decline_quiet = 1
1633 if $options{'quiet'};
1634 warn " running cust_event ". $cust_event->eventnum. "\n"
1637 #if ( my $error = $cust_event->do_event(%options) ) { #XXX %options?
1638 if ( my $error = $cust_event->do_event() ) {
1639 #XXX wtf is this? figure out a proper dealio with return value
1651 =item due_cust_event [ HASHREF | OPTION => VALUE ... ]
1653 Inserts database records for and returns an ordered listref of new events due
1654 for this customer, as FS::cust_event objects (see L<FS::cust_event>). If no
1655 events are due, an empty listref is returned. If there is an error, returns a
1656 scalar error message.
1658 To actually run the events, call each event's test_condition method, and if
1659 still true, call the event's do_event method.
1661 Options are passed as a hashref or as a list of name-value pairs. Available
1668 Search only for events of this check frequency (how often events of this type are checked); currently "1d" (daily, the default) and "1m" (monthly) are recognized.
1672 "collect" (the default) or "pre-bill"
1676 "Current time" for the events.
1680 Debugging level. Default is 0 (no debugging), or can be set to 1 (passed-in options), 2 (traces progress), 3 (more information), or 4 (include full search queries)
1684 Only return events for the specified eventtable (by default, events of all eventtables are returned)
1688 Explicitly pass the objects to be tested (typically used with eventtable).
1692 Set to true to return the objects, but not actually insert them into the
1699 sub due_cust_event {
1701 my %opt = ref($_[0]) ? %{ $_[0] } : @_;
1704 #my $DEBUG = $opt{'debug'}
1705 local($DEBUG) = $opt{'debug'}
1706 if defined($opt{'debug'}) && $opt{'debug'} > $DEBUG;
1707 $DEBUG = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1709 warn "$me due_cust_event called with options ".
1710 join(', ', map { "$_: $opt{$_}" } keys %opt). "\n"
1713 $opt{'time'} ||= time;
1715 local $SIG{HUP} = 'IGNORE';
1716 local $SIG{INT} = 'IGNORE';
1717 local $SIG{QUIT} = 'IGNORE';
1718 local $SIG{TERM} = 'IGNORE';
1719 local $SIG{TSTP} = 'IGNORE';
1720 local $SIG{PIPE} = 'IGNORE';
1722 my $oldAutoCommit = $FS::UID::AutoCommit;
1723 local $FS::UID::AutoCommit = 0;
1726 $self->select_for_update #mutex
1727 unless $opt{testonly};
1730 # find possible events (initial search)
1733 my @cust_event = ();
1735 my @eventtable = $opt{'eventtable'}
1736 ? ( $opt{'eventtable'} )
1737 : FS::part_event->eventtables_runorder;
1739 my $check_freq = $opt{'check_freq'} || '1d';
1741 foreach my $eventtable ( @eventtable ) {
1744 if ( $opt{'objects'} ) {
1746 @objects = @{ $opt{'objects'} };
1750 #my @objects = $self->$eventtable(); # sub cust_main { @{ [ $self ] }; }
1751 if ( $eventtable eq 'cust_main' ) {
1752 @objects = ( $self );
1756 "LEFT JOIN cust_main USING ( custnum )";
1758 #some false laziness w/Cron::bill bill_where
1760 my $join = FS::part_event_condition->join_conditions_sql( $eventtable);
1761 my $where = FS::part_event_condition->where_conditions_sql($eventtable,
1762 'time'=>$opt{'time'},
1764 $where = $where ? "AND $where" : '';
1766 my $are_part_event =
1767 "EXISTS ( SELECT 1 FROM part_event $join
1768 WHERE check_freq = '$check_freq'
1769 AND eventtable = '$eventtable'
1770 AND ( disabled = '' OR disabled IS NULL )
1776 @objects = $self->$eventtable(
1777 'addl_from' => $cm_join,
1778 'extra_sql' => " AND $are_part_event",
1784 my @e_cust_event = ();
1786 my $cross = "CROSS JOIN $eventtable";
1787 $cross .= ' LEFT JOIN cust_main USING ( custnum )'
1788 unless $eventtable eq 'cust_main';
1790 foreach my $object ( @objects ) {
1792 #this first search uses the condition_sql magic for optimization.
1793 #the more possible events we can eliminate in this step the better
1795 my $cross_where = '';
1796 my $pkey = $object->primary_key;
1797 $cross_where = "$eventtable.$pkey = ". $object->$pkey();
1799 my $join = FS::part_event_condition->join_conditions_sql( $eventtable );
1801 FS::part_event_condition->where_conditions_sql( $eventtable,
1802 'time'=>$opt{'time'}
1804 my $order = FS::part_event_condition->order_conditions_sql( $eventtable );
1806 $extra_sql = "AND $extra_sql" if $extra_sql;
1808 #here is the agent virtualization
1809 $extra_sql .= " AND ( part_event.agentnum IS NULL
1810 OR part_event.agentnum = ". $self->agentnum. ' )';
1812 $extra_sql .= " $order";
1814 warn "searching for events for $eventtable ". $object->$pkey. "\n"
1815 if $opt{'debug'} > 2;
1816 my @part_event = qsearch( {
1817 'debug' => ( $opt{'debug'} > 3 ? 1 : 0 ),
1818 'select' => 'part_event.*',
1819 'table' => 'part_event',
1820 'addl_from' => "$cross $join",
1821 'hashref' => { 'check_freq' => $check_freq,
1822 'eventtable' => $eventtable,
1825 'extra_sql' => "AND $cross_where $extra_sql",
1829 my $pkey = $object->primary_key;
1830 warn " ". scalar(@part_event).
1831 " possible events found for $eventtable ". $object->$pkey(). "\n";
1834 push @e_cust_event, map { $_->new_cust_event($object) } @part_event;
1838 warn " ". scalar(@e_cust_event).
1839 " subtotal possible cust events found for $eventtable\n"
1842 push @cust_event, @e_cust_event;
1846 warn " ". scalar(@cust_event).
1847 " total possible cust events found in initial search\n"
1855 $opt{stage} ||= 'collect';
1857 grep { my $stage = $_->part_event->event_stage;
1858 $opt{stage} eq $stage or ( ! $stage && $opt{stage} eq 'collect' )
1868 @cust_event = grep $_->test_conditions( 'time' => $opt{'time'},
1869 'stats_hashref' => \%unsat ),
1872 warn " ". scalar(@cust_event). " cust events left satisfying conditions\n"
1875 warn " invalid conditions not eliminated with condition_sql:\n".
1876 join('', map " $_: ".$unsat{$_}."\n", keys %unsat )
1877 if keys %unsat && $DEBUG; # > 1;
1883 unless( $opt{testonly} ) {
1884 foreach my $cust_event ( @cust_event ) {
1886 my $error = $cust_event->insert();
1888 $dbh->rollback if $oldAutoCommit;
1895 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1901 warn " returning events: ". Dumper(@cust_event). "\n"
1908 =item apply_payments_and_credits [ OPTION => VALUE ... ]
1910 Applies unapplied payments and credits.
1912 In most cases, this new method should be used in place of sequential
1913 apply_payments and apply_credits methods.
1915 A hash of optional arguments may be passed. Currently "manual" is supported.
1916 If true, a payment receipt is sent instead of a statement when
1917 'payment_receipt_email' configuration option is set.
1919 If there is an error, returns the error, otherwise returns false.
1923 sub apply_payments_and_credits {
1924 my( $self, %options ) = @_;
1926 local $SIG{HUP} = 'IGNORE';
1927 local $SIG{INT} = 'IGNORE';
1928 local $SIG{QUIT} = 'IGNORE';
1929 local $SIG{TERM} = 'IGNORE';
1930 local $SIG{TSTP} = 'IGNORE';
1931 local $SIG{PIPE} = 'IGNORE';
1933 my $oldAutoCommit = $FS::UID::AutoCommit;
1934 local $FS::UID::AutoCommit = 0;
1937 $self->select_for_update; #mutex
1939 foreach my $cust_bill ( $self->open_cust_bill ) {
1940 my $error = $cust_bill->apply_payments_and_credits(%options);
1942 $dbh->rollback if $oldAutoCommit;
1943 return "Error applying: $error";
1947 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1952 =item apply_credits OPTION => VALUE ...
1954 Applies (see L<FS::cust_credit_bill>) unapplied credits (see L<FS::cust_credit>)
1955 to outstanding invoice balances in chronological order (or reverse
1956 chronological order if the I<order> option is set to B<newest>) and returns the
1957 value of any remaining unapplied credits available for refund (see
1958 L<FS::cust_refund>).
1960 Dies if there is an error.
1968 local $SIG{HUP} = 'IGNORE';
1969 local $SIG{INT} = 'IGNORE';
1970 local $SIG{QUIT} = 'IGNORE';
1971 local $SIG{TERM} = 'IGNORE';
1972 local $SIG{TSTP} = 'IGNORE';
1973 local $SIG{PIPE} = 'IGNORE';
1975 my $oldAutoCommit = $FS::UID::AutoCommit;
1976 local $FS::UID::AutoCommit = 0;
1979 $self->select_for_update; #mutex
1981 unless ( $self->total_unapplied_credits ) {
1982 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1986 my @credits = sort { $b->_date <=> $a->_date} (grep { $_->credited > 0 }
1987 qsearch('cust_credit', { 'custnum' => $self->custnum } ) );
1989 my @invoices = $self->open_cust_bill;
1990 @invoices = sort { $b->_date <=> $a->_date } @invoices
1991 if defined($opt{'order'}) && $opt{'order'} eq 'newest';
1993 if ( $conf->exists('pkg-balances') ) {
1994 # limit @credits to those w/ a pkgnum grepped from $self
1996 foreach my $i (@invoices) {
1997 foreach my $li ( $i->cust_bill_pkg ) {
1998 $pkgnums{$li->pkgnum} = 1;
2001 @credits = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @credits;
2006 foreach my $cust_bill ( @invoices ) {
2008 if ( !defined($credit) || $credit->credited == 0) {
2009 $credit = pop @credits or last;
2013 if ( $conf->exists('pkg-balances') && $credit->pkgnum ) {
2014 $owed = $cust_bill->owed_pkgnum($credit->pkgnum);
2016 $owed = $cust_bill->owed;
2018 unless ( $owed > 0 ) {
2019 push @credits, $credit;
2023 my $amount = min( $credit->credited, $owed );
2025 my $cust_credit_bill = new FS::cust_credit_bill ( {
2026 'crednum' => $credit->crednum,
2027 'invnum' => $cust_bill->invnum,
2028 'amount' => $amount,
2030 $cust_credit_bill->pkgnum( $credit->pkgnum )
2031 if $conf->exists('pkg-balances') && $credit->pkgnum;
2032 my $error = $cust_credit_bill->insert;
2034 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2038 redo if ($cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2042 my $total_unapplied_credits = $self->total_unapplied_credits;
2044 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2046 return $total_unapplied_credits;
2049 =item apply_payments [ OPTION => VALUE ... ]
2051 Applies (see L<FS::cust_bill_pay>) unapplied payments (see L<FS::cust_pay>)
2052 to outstanding invoice balances in chronological order.
2054 #and returns the value of any remaining unapplied payments.
2056 A hash of optional arguments may be passed. Currently "manual" is supported.
2057 If true, a payment receipt is sent instead of a statement when
2058 'payment_receipt_email' configuration option is set.
2060 Dies if there is an error.
2064 sub apply_payments {
2065 my( $self, %options ) = @_;
2067 local $SIG{HUP} = 'IGNORE';
2068 local $SIG{INT} = 'IGNORE';
2069 local $SIG{QUIT} = 'IGNORE';
2070 local $SIG{TERM} = 'IGNORE';
2071 local $SIG{TSTP} = 'IGNORE';
2072 local $SIG{PIPE} = 'IGNORE';
2074 my $oldAutoCommit = $FS::UID::AutoCommit;
2075 local $FS::UID::AutoCommit = 0;
2078 $self->select_for_update; #mutex
2082 my @payments = sort { $b->_date <=> $a->_date }
2083 grep { $_->unapplied > 0 }
2086 my @invoices = sort { $a->_date <=> $b->_date}
2087 grep { $_->owed > 0 }
2090 if ( $conf->exists('pkg-balances') ) {
2091 # limit @payments to those w/ a pkgnum grepped from $self
2093 foreach my $i (@invoices) {
2094 foreach my $li ( $i->cust_bill_pkg ) {
2095 $pkgnums{$li->pkgnum} = 1;
2098 @payments = grep { ! $_->pkgnum || $pkgnums{$_->pkgnum} } @payments;
2103 foreach my $cust_bill ( @invoices ) {
2105 if ( !defined($payment) || $payment->unapplied == 0 ) {
2106 $payment = pop @payments or last;
2110 if ( $conf->exists('pkg-balances') && $payment->pkgnum ) {
2111 $owed = $cust_bill->owed_pkgnum($payment->pkgnum);
2113 $owed = $cust_bill->owed;
2115 unless ( $owed > 0 ) {
2116 push @payments, $payment;
2120 my $amount = min( $payment->unapplied, $owed );
2123 'paynum' => $payment->paynum,
2124 'invnum' => $cust_bill->invnum,
2125 'amount' => $amount,
2127 $cbp->{_date} = $payment->_date
2128 if $options{'manual'} && $options{'backdate_application'};
2129 my $cust_bill_pay = new FS::cust_bill_pay($cbp);
2130 $cust_bill_pay->pkgnum( $payment->pkgnum )
2131 if $conf->exists('pkg-balances') && $payment->pkgnum;
2132 my $error = $cust_bill_pay->insert(%options);
2134 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
2138 redo if ( $cust_bill->owed > 0) && ! $conf->exists('pkg-balances');
2142 my $total_unapplied_payments = $self->total_unapplied_payments;
2144 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2146 return $total_unapplied_payments;
2155 L<FS::cust_main>, L<FS::cust_main::Billing_Realtime>