1 package FS::quotation_pkg;
4 use base qw( FS::TemplateItem_Mixin FS::Record );
5 use FS::Record qw( qsearch qsearchs dbh );
9 use FS::quotation_pkg_discount; #so its loaded when TemplateItem_Mixin needs it
10 use FS::quotation_pkg_detail;
11 use List::Util qw(sum);
15 FS::quotation_pkg - Object methods for quotation_pkg records
19 use FS::quotation_pkg;
21 $record = new FS::quotation_pkg \%hash;
22 $record = new FS::quotation_pkg { 'column' => 'value' };
24 $error = $record->insert;
26 $error = $new_record->replace($old_record);
28 $error = $record->delete;
30 $error = $record->check;
34 An FS::quotation_pkg object represents a quotation package.
35 FS::quotation_pkg inherits from FS::Record. The following fields are currently
46 pkgpart (L<FS::part_pkg>) of the package
50 locationnum (L<FS::cust_location>) where the package will be in service
54 expected start date for the package, as a timestamp
66 'Y' to waive the setup fee
70 The amount per package that will be charged in setup/one-time fees.
74 The amount per package that will be charged per billing cycle.
84 Creates a new quotation package. To add the quotation package to the database,
87 Note that this stores the hash reference, not a distinct copy of the hash it
88 points to. You can ask the object for a copy with the I<hash> method.
92 sub table { 'quotation_pkg'; }
94 sub display_table { 'quotation_pkg'; }
96 #forget it, just overriding cust_bill_pkg_display entirely
97 #sub display_table_orderby { 'quotationpkgnum'; } # something else?
98 # # (for invoice display order)
100 sub discount_table { 'quotation_pkg_discount'; }
102 # detail table uses non-quotation fieldnames, see billpkgnum below
103 sub detail_table { 'quotation_pkg_detail'; }
107 Sets/returns quotationpkgnum, for ease of integration with TemplateItem_Mixin::details
113 $self->quotationpkgnum(@_);
118 Adds this record to the database. If there is an error, returns the error,
119 otherwise returns false.
124 my ($self, %options) = @_;
127 my $oldAutoCommit = $FS::UID::AutoCommit;
128 local $FS::UID::AutoCommit = 0;
130 my $error = $self->SUPER::insert;
132 if ( !$error and $self->discountnum ) {
133 $error = $self->insert_discount;
134 $error .= ' (setting discount)' if $error;
137 # update $self and any discounts with their amounts
139 $error = $self->estimate;
140 $error .= ' (calculating charges)' if $error;
144 $dbh->rollback if $oldAutoCommit;
147 $dbh->commit if $oldAutoCommit;
154 Delete this record from the database.
162 my $oldAutoCommit = $FS::UID::AutoCommit;
163 local $FS::UID::AutoCommit = 0;
165 my $error = $self->delete_details;
167 $dbh->rollback if $oldAutoCommit;
171 foreach ($self->quotation_pkg_discount, $self->quotation_pkg_tax) {
174 $dbh->rollback if $oldAutoCommit;
175 return $error . ' (deleting discount)';
179 $error = $self->SUPER::delete;
181 $dbh->rollback if $oldAutoCommit;
184 $dbh->commit if $oldAutoCommit;
190 =item replace OLD_RECORD
192 Replaces the OLD_RECORD with this one in the database. If there is an error,
193 returns the error, otherwise returns false.
197 Checks all fields to make sure this is a valid quotation package. If there is
198 an error, returns the error, otherwise returns false. Called by the insert
207 $self->ut_numbern('quotationpkgnum')
208 || $self->ut_foreign_key( 'quotationnum', 'quotation', 'quotationnum' )
209 || $self->ut_foreign_key( 'pkgpart', 'part_pkg', 'pkgpart' )
210 || $self->ut_foreign_keyn( 'locationnum', 'cust_location', 'locationnum' )
211 || $self->ut_numbern('start_date')
212 || $self->ut_numbern('contract_end')
213 || $self->ut_numbern('quantity')
214 || $self->ut_moneyn('unitsetup')
215 || $self->ut_moneyn('unitrecur')
216 || $self->ut_enum('waive_setup', [ '', 'Y'] )
219 if ($self->locationnum eq '') {
220 # use the customer default
221 my $quotation = $self->quotation;
222 if ($quotation->custnum) {
223 $self->set('locationnum', $quotation->cust_main->ship_locationnum);
224 } elsif ($quotation->prospectnum) {
225 # use the first non-disabled location for that prospect
226 my $cust_location = qsearchs('cust_location',
227 { prospectnum => $quotation->prospectnum,
229 $self->set('locationnum', $cust_location->locationnum) if $cust_location;
230 } # else the quotation is invalid
233 return $error if $error;
240 qsearchs('part_pkg', { 'pkgpart' => $self->pkgpart } );
245 $self->part_pkg->pkg;
250 Update the quotation_pkg record with the estimated setup and recurring
251 charges for the package. Returns nothing on success, or an error message
258 my $part_pkg = $self->part_pkg;
259 my $quantity = $self->quantity || 1;
260 my ($unitsetup, $unitrecur);
261 # calculate base fees
262 if ( $self->waive_setup eq 'Y' || $self->{'_NO_SETUP_KLUDGE'} ) {
265 $unitsetup = $part_pkg->option('setup_fee',1) || '0.00'; # XXX 3.x only
267 if ( $self->{'_NO_RECUR_KLUDGE'} ) {
270 $unitrecur = $part_pkg->base_recur;
275 $self->set('unitsetup', $unitsetup);
276 $self->set('unitrecur', $unitrecur);
277 my $error = $self->replace;
278 return $error if $error;
280 # semi-duplicates calc_discount
281 my $setup_discount = 0;
282 my $recur_discount = 0;
284 my %setup_discounts; # quotationpkgdiscountnum => amount
285 my %recur_discounts; # quotationpkgdiscountnum => amount
287 # XXX the order of applying discounts is ill-defined, which matters
288 # if there are percentage and amount discounts on the same package.
290 # but right now there can only be one discount on any package, so
292 foreach my $pkg_discount ($self->quotation_pkg_discount) {
294 my $discount = $pkg_discount->discount;
295 my $this_setup_discount = 0;
296 my $this_recur_discount = 0;
298 if ( $discount->percent > 0 ) {
300 if ( $discount->setup ) {
301 $this_setup_discount = ($discount->percent * $unitsetup / 100);
303 $this_recur_discount = ($discount->percent * $unitrecur / 100);
305 } elsif ( $discount->amount > 0 ) {
307 my $discount_left = $discount->amount;
308 if ( $discount->setup ) {
309 if ( $discount_left > $unitsetup - $setup_discount ) {
310 # then discount the setup to zero
311 $discount_left -= $unitsetup - $setup_discount;
312 $this_setup_discount = $unitsetup - $setup_discount;
314 # not enough discount to fully cover the setup
315 $this_setup_discount = $discount_left;
319 # same logic for recur
320 if ( $discount_left > $unitrecur - $recur_discount ) {
321 $this_recur_discount = $unitrecur - $recur_discount;
323 $this_recur_discount = $discount_left;
328 # increment the total discountage
329 $setup_discount += $this_setup_discount;
330 $recur_discount += $this_recur_discount;
331 # and update the pkg_discount object
332 $pkg_discount->set('setup_amount', sprintf('%.2f', $setup_discount));
333 $pkg_discount->set('recur_amount', sprintf('%.2f', $recur_discount));
334 my $error = $pkg_discount->replace;
335 return $error if $error;
341 =item insert_discount
343 Associates this package with a discount (see L<FS::cust_pkg_discount>,
344 possibly inserting a new discount on the fly (see L<FS::discount>). Properties
345 of the discount will be taken from this object.
349 sub insert_discount {
350 #my ($self, %options) = @_;
353 my $quotation_pkg_discount = FS::quotation_pkg_discount->new( {
354 'quotationpkgnum' => $self->quotationpkgnum,
355 'discountnum' => $self->discountnum,
356 #for the create a new discount case
357 '_type' => $self->discountnum__type,
358 'amount' => $self->discountnum_amount,
359 'percent' => $self->discountnum_percent,
360 'months' => $self->discountnum_months,
361 'setup' => $self->discountnum_setup,
364 $quotation_pkg_discount->insert;
369 my @pkg_discounts = $self->pkg_discount;
370 return if @pkg_discounts == 0;
375 description => $self->mt('Discount'),
379 ext_description => \@ext,
380 # maybe should show quantity/unit discount?
382 foreach my $pkg_discount (@pkg_discounts) {
383 push @ext, $pkg_discount->description;
384 $d->{setup_amount} -= $pkg_discount->setup_amount;
385 $d->{recur_amount} -= $pkg_discount->recur_amount;
387 $d->{setup_amount} *= $self->quantity || 1;
388 $d->{recur_amount} *= $self->quantity || 1;
389 $d->{amount} = $d->{setup_amount} + $d->{recur_amount};
396 ($self->unitsetup - sum(0, map { $_->setup_amount } $self->pkg_discount))
397 * ($self->quantity || 1);
402 ($self->unitrecur - sum(0, map { $_->recur_amount } $self->pkg_discount))
403 * ($self->quantity || 1);
408 Deletes all quotation_pkgs_details associated with this pkg (see L<FS::quotation_pkg_detail>).
415 my $oldAutoCommit = $FS::UID::AutoCommit;
416 local $FS::UID::AutoCommit = 0;
419 foreach my $detail ( qsearch('quotation_pkg_detail',{ 'billpkgnum' => $self->quotationpkgnum }) ) {
420 my $error = $detail->delete;
422 $dbh->rollback if $oldAutoCommit;
423 return "error removing old detail: $error";
427 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
432 =item set_details [ DETAIL, DETAIL, ... ]
434 Sets quotation details for this package (see L<FS::quotation_pkg_detail>).
436 If there is an error, returns the error, otherwise returns false.
441 my( $self, @details ) = @_;
443 my $oldAutoCommit = $FS::UID::AutoCommit;
444 local $FS::UID::AutoCommit = 0;
447 my $error = $self->delete_details;
449 $dbh->rollback if $oldAutoCommit;
453 foreach my $detail ( @details ) {
454 my $quotation_pkg_detail = new FS::quotation_pkg_detail {
455 'billpkgnum' => $self->quotationpkgnum,
458 $error = $quotation_pkg_detail->insert;
460 $dbh->rollback if $oldAutoCommit;
461 return "error adding new detail: $error";
465 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
470 =item cust_bill_pkg_display [ type => TYPE ]
474 sub cust_bill_pkg_display {
475 my ( $self, %opt ) = @_;
477 my $type = $opt{type} if exists $opt{type};
478 return () if $type eq 'U'; #quotations don't have usage
480 if ( $self->get('display') ) {
481 return ( grep { defined($type) ? ($type eq $_->type) : 1 }
482 @{ $self->get('display') }
487 my $setup = $self->new($self->hashref);
488 $setup->{'_NO_RECUR_KLUDGE'} = 1;
489 $setup->{'type'} = 'S';
490 my $recur = $self->new($self->hashref);
491 $recur->{'_NO_SETUP_KLUDGE'} = 1;
492 $recur->{'type'} = 'R';
494 if ( $type eq 'S' ) {
496 } elsif ( $type eq 'R' ) {
499 #return ($setup, $recur);
509 Returns the customer (L<FS::cust_main> object).
515 my $quotation = FS::quotation->by_key($self->quotationnum) or return '';
516 $quotation->cust_main;
519 sub tax_locationnum {
528 FS::quotation->by_key($self->quotationnum);
531 sub quotation_pkg_discount {
533 qsearch('quotation_pkg_discount', { quotationpkgnum => $self->quotationpkgnum });
536 sub quotation_pkg_tax {
538 qsearch('quotation_pkg_tax', { quotationpkgnum => $self->quotationpkgnum });
543 $self->locationnum ? qsearchs('cust_location', { locationnum => $self->locationnum }) : '';
549 my @quotation_pkg_without_location =
550 qsearch( 'quotation_pkg', { locationnum => '' } );
551 if (@quotation_pkg_without_location) {
552 warn "setting default location on quotation_pkg records\n";
553 foreach my $quotation_pkg (@quotation_pkg_without_location) {
554 # check() will fix this
555 my $error = $quotation_pkg->replace;
557 die "quotation #".$quotation_pkg->quotationnum.": $error\n";
568 Doesn't support fees, or add-on packages.
572 L<FS::Record>, schema.html from the base documentation.