[freeside-commits] branch master updated. 3804f9a99c6fc77ae36db0cdedd3ddbcff66f1cd
Mark Wells
mark at 420.am
Sun Jul 27 17:46:03 PDT 2014
The branch, master has been updated
via 3804f9a99c6fc77ae36db0cdedd3ddbcff66f1cd (commit)
via 310548f138e0ea8f1e509fbbcaa11d48d1836605 (commit)
from 1a29d3bdfc7124f6b7e99cad4f501a62257c2dd1 (commit)
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- Log -----------------------------------------------------------------
commit 3804f9a99c6fc77ae36db0cdedd3ddbcff66f1cd
Author: Mark Wells <mark at freeside.biz>
Date: Sun Jul 27 17:44:19 2014 -0700
internal doc updates, #30003
diff --git a/FS/FS/Schema.pm b/FS/FS/Schema.pm
index 6486eed..27bd813 100644
--- a/FS/FS/Schema.pm
+++ b/FS/FS/Schema.pm
@@ -662,6 +662,7 @@ sub tables_hashref {
'invoice_terms', 'varchar', 'NULL', $char_d, '', '',
#customer balance info at invoice generation time
+ #(deprecated)
'previous_balance', @money_typen, '', '', #eventually not nullable
'billing_balance', @money_typen, '', '', #eventually not nullable
diff --git a/FS/FS/cust_bill.pm b/FS/FS/cust_bill.pm
index 7cee5d7..676f218 100644
--- a/FS/FS/cust_bill.pm
+++ b/FS/FS/cust_bill.pm
@@ -97,23 +97,19 @@ L<Time::Local> and L<Date::Parse> for conversion functions.
=back
-Customer info at invoice generation time
+Deprecated fields
=over 4
-=item billing_balance - the customer's balance at the time the invoice was
-generated (not including charges on this invoice)
+=item billing_balance - the customer's balance immediately before generating
+this invoice. DEPRECATED. Use the L<FS::cust_main/balance_date> method
+to determine the customer's balance at a specific time.
-=item previous_balance - the billing_balance of this customer's previous
-invoice plus the charges on that invoice
+=item previous_balance - the customer's balance immediately after generating
+the invoice before this one. DEPRECATED.
-=back
-
-Deprecated
-
-=over 4
-
-=item printed - deprecated
+=item printed - formerly used to track the number of times an invoice had
+been printed; no longer used.
=back
diff --git a/FS/FS/cust_main.pm b/FS/FS/cust_main.pm
index f0a4799..7d3185a 100644
--- a/FS/FS/cust_main.pm
+++ b/FS/FS/cust_main.pm
@@ -2838,7 +2838,7 @@ UNIX timestamps; see L<perlfunc/"time">). Also see L<Time::Local> and
L<Date::Parse> for conversion functions. The empty string can be passed
to disable that time constraint completely.
-Available options are:
+Accepts the same options as L<balance_date_sql>:
=over 4
@@ -2846,6 +2846,12 @@ Available options are:
set to true to disregard unapplied credits, payments and refunds outside the specified time period - by default the time period restriction only applies to invoices (useful for reporting, probably a bad idea for event triggering)
+=item cutoff
+
+An absolute cutoff time. Payments, credits, and refunds I<applied> after this
+time will be ignored. Note that START_TIME and END_TIME only limit the date
+range for invoices and I<unapplied> payments, credits, and refunds.
+
=back
=cut
commit 310548f138e0ea8f1e509fbbcaa11d48d1836605
Author: Mark Wells <mark at freeside.biz>
Date: Sun Jul 27 17:44:17 2014 -0700
improve accuracy of invoice summary page w/ voided payments, #30003
diff --git a/FS/FS/Template_Mixin.pm b/FS/FS/Template_Mixin.pm
index 64f0149..07d2030 100644
--- a/FS/FS/Template_Mixin.pm
+++ b/FS/FS/Template_Mixin.pm
@@ -630,18 +630,6 @@ sub print_generic {
#my $balance_due = $self->owed + $pr_total - $cr_total;
my $balance_due = $self->owed + $pr_total;
- #these are used on the summary page only
-
- # the customer's current balance as shown on the invoice before this one
- $invoice_data{'true_previous_balance'} = sprintf("%.2f", ($self->previous_balance || 0) );
-
- # the change in balance from that invoice to this one
- $invoice_data{'balance_adjustments'} = sprintf("%.2f", ($self->previous_balance || 0) - ($self->billing_balance || 0) );
-
- # the sum of amount owed on all previous invoices
- # ($pr_total is used elsewhere but not as $previous_balance)
- $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
-
# the sum of amount owed on all invoices
# (this is used in the summary & on the payment coupon)
$invoice_data{'balance'} = sprintf("%.2f", $balance_due);
@@ -652,8 +640,67 @@ sub print_generic {
if ( $self->custnum && $self->invnum ) {
- if ( $self->previous_bill ) {
- my $last_bill = $self->previous_bill;
+ my $last_bill = $self->previous_bill;
+ if ( $last_bill ) {
+
+ # "balance_date_range" unfortunately is unsuitable for this, since it
+ # cares about application dates. We want to know the sum of all
+ # _top-level transactions_ dated before the last invoice.
+ my @sql = (
+ 'SELECT SUM(charged) FROM cust_bill WHERE _date <= ? AND custnum = ?',
+ 'SELECT -1*SUM(amount) FROM cust_credit WHERE _date <= ? AND custnum = ?',
+ 'SELECT -1*SUM(paid) FROM cust_pay WHERE _date <= ? AND custnum = ?',
+ 'SELECT SUM(refund) FROM cust_refund WHERE _date <= ? AND custnum = ?',
+ );
+
+ # the customer's current balance immediately after generating the last
+ # bill
+
+ my $last_bill_balance = $last_bill->charged;
+ foreach (@sql) {
+ #warn "$_\n";
+ my $delta = FS::Record->scalar_sql(
+ $_,
+ $last_bill->_date - 1,
+ $self->custnum,
+ );
+ #warn "$delta\n";
+ $last_bill_balance += $delta;
+ }
+
+ warn sprintf("LAST BILL: INVNUM %d, DATE %s, BALANCE %.2f\n\n",
+ $last_bill->invnum,
+ $self->time2str_local('%D', $last_bill->_date),
+ $last_bill_balance
+ ) if $DEBUG > 0;
+ # ("true_previous_balance" is a terrible name, but at least it's no
+ # longer stored in the database)
+ $invoice_data{'true_previous_balance'} = $last_bill_balance;
+
+ # the change in balance from immediately after that invoice
+ # to immediately before this one
+ my $before_this_bill_balance = 0;
+ foreach (@sql) {
+ #warn "$_\n";
+ my $delta = FS::Record->scalar_sql(
+ $_,
+ $self->_date - 1,
+ $self->custnum,
+ );
+ #warn "$delta\n";
+ $before_this_bill_balance += $delta;
+ }
+ $invoice_data{'balance_adjustments'} =
+ sprintf("%.2f", $last_bill_balance - $before_this_bill_balance);
+
+ warn sprintf("BALANCE ADJUSTMENTS: %.2f\n\n",
+ $invoice_data{'balance_adjustments'}
+ ) if $DEBUG > 0;
+
+ # the sum of amount owed on all previous invoices
+ # ($pr_total is used elsewhere but not as $previous_balance)
+ $invoice_data{'previous_balance'} = sprintf("%.2f", $pr_total);
+
$invoice_data{'last_bill'} = {
'_date' => $last_bill->_date, #unformatted
};
@@ -690,9 +737,15 @@ sub print_generic {
}
$invoice_data{'previous_payments'} = \@payments;
$invoice_data{'previous_credits'} = \@credits;
+ } else {
+ # there is no $last_bill
+ $invoice_data{'true_previous_balance'} =
+ $invoice_data{'balance_adjustments'} =
+ $invoice_data{'previous_balance'} = '0.00';
+ $invoice_data{'previous_payments'} = [];
+ $invoice_data{'previous_credits'} = [];
}
-
- }
+ } # if this is an invoice
my $summarypage = '';
if ( $conf->exists('invoice_usesummary', $agentnum) ) {
-----------------------------------------------------------------------
Summary of changes:
FS/FS/Schema.pm | 1 +
FS/FS/Template_Mixin.pm | 85 ++++++++++++++++++++++++++++++++++++++---------
FS/FS/cust_bill.pm | 20 +++++------
FS/FS/cust_main.pm | 8 ++++-
4 files changed, 85 insertions(+), 29 deletions(-)
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