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Annotation of RT/Invoicing/rt_invoices.pl, Revision 1.52

1.1       andrew      1: #!/usr/bin/perl
1.52    ! andrew      2: # $AFresh1: rt_invoices.pl,v 1.51 2015/05/07 05:21:49 andrew Exp $
1.11      andrew      3: ########################################################################
                      4: # Copyright (c) 2011 Andrew Fresh <andrew@afresh1.com>
                      5: #
                      6: # Permission to use, copy, modify, and distribute this software for any
                      7: # purpose with or without fee is hereby granted, provided that the above
                      8: # copyright notice and this permission notice appear in all copies.
                      9: #
                     10: # THE SOFTWARE IS PROVIDED "AS IS" AND THE AUTHOR DISCLAIMS ALL WARRANTIES
                     11: # WITH REGARD TO THIS SOFTWARE INCLUDING ALL IMPLIED WARRANTIES OF
                     12: # MERCHANTABILITY AND FITNESS. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR
                     13: # ANY SPECIAL, DIRECT, INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES
                     14: # WHATSOEVER RESULTING FROM LOSS OF USE, DATA OR PROFITS, WHETHER IN AN
                     15: # ACTION OF CONTRACT, NEGLIGENCE OR OTHER TORTIOUS ACTION, ARISING OUT OF
                     16: # OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE.
                     17: ########################################################################
1.1       andrew     18: use strict;
                     19: use warnings;
                     20:
                     21: use 5.010;
1.52    ! andrew     22: use experimental qw( switch smartmatch );
1.1       andrew     23:
                     24: use Template;
                     25: use RT::Client::REST;
                     26: use RT::Client::REST::Ticket;
                     27: use RT::Client::REST::User;
                     28:
1.18      andrew     29: use File::Path;
1.1       andrew     30: use DateTime;
                     31:
1.47      andrew     32: use List::Util qw/ sum /;
                     33:
1.40      andrew     34: use lib './lib';    # XXX This is fragile, there are better ways
                     35: use RTI::Config;
                     36: use RTI::State;
1.45      andrew     37: use RTI::Util qw/ round ymd_to_DateTime /;
1.40      andrew     38:
1.1       andrew     39: my $config = RTI::Config->new();
1.6       andrew     40: my $state  = RTI::State->new( $config->get('state') );
1.1       andrew     41:
1.6       andrew     42: my $rt_conf = $config->get('rt');
                     43: my $rt      = RT::Client::REST->new(
                     44:     server  => $rt_conf->{server},
                     45:     timeout => $rt_conf->{timeout},
                     46: );
                     47: my $tickets = RT::Client::REST::Ticket->new( rt => $rt );
1.1       andrew     48:
1.6       andrew     49: $rt->login( username => $rt_conf->{user}, password => $rt_conf->{pass} );
                     50:
1.22      andrew     51: #use YAML;
1.6       andrew     52: #print Dump $config, $state; exit;
1.1       andrew     53:
1.6       andrew     54: my $customers = $config->get('customers');
1.40      andrew     55: my $startdate = set_dates($customers);
1.1       andrew     56:
                     57: my @limits = map +{
                     58:     attribute  => 'status',
                     59:     operator   => '=',
                     60:     value      => $_,
                     61:     aggregator => 'or',
                     62:     },
                     63:
                     64:     # XXX This should be a config option
                     65:     qw/ open stalled resolved /;
                     66:
1.40      andrew     67: push @limits,
                     68:     {
                     69:     attribute => 'last_updated',
                     70:     operator  => '>=',
                     71:     value     => $startdate->ymd,
                     72:     };
1.1       andrew     73:
                     74: my $results = $tickets->search(
                     75:     limits  => \@limits,
                     76:     orderby => 'id',
                     77: );
                     78:
                     79: my $count = $results->count;
                     80: print "There are $count results that matched your query\n";
                     81:
                     82: my $iterator = $results->get_iterator;
                     83: while ( my $ticket = &$iterator ) {
1.43      andrew     84:     my $cust = find_customer_for_ticket( $ticket, $customers );
1.6       andrew     85:     if ( !$cust ) {
1.10      andrew     86:         warn "No customer found for ticket " . $ticket->id;
1.7       andrew     87:         next;
                     88:     }
1.25      andrew     89:
1.41      andrew     90:     next if $cust->{no_invoice};
1.25      andrew     91:     $cust->{invoice} ||= make_invoice($cust);
1.44      andrew     92:
                     93:     die "$cust->{id} has no open invoices [" . $ticket->id . ']'
                     94:         unless $cust->{invoice};
1.1       andrew     95:
1.40      andrew     96:     say 'Ticket ' . $ticket->id . " belongs to $cust->{id}";
                     97:
1.7       andrew     98:     my $project = make_project( $ticket, $cust );
1.6       andrew     99:     next unless @{ $project->{fees} } || @{ $project->{expenses} };
1.1       andrew    100:
1.6       andrew    101:     foreach my $fee ( @{ $project->{fees} } ) {
1.25      andrew    102:         my $hours = hours_for_date( $cust->{invoice}, $fee->{date} );
1.1       andrew    103:
1.38      andrew    104:         my $type  = 'unknown';
                    105:         my $count = $fee->{count};
                    106:         while ( $type && $count > 0 && $type ne 'default' ) {
1.35      andrew    107:             $type = exists $hours->{ $fee->{type} }
                    108:                 && $hours->{ $fee->{type} } > 0 ? $fee->{type} : 'default';
                    109:
                    110:             next unless exists $hours->{$type} && $hours->{$type} > 0;
                    111:
                    112:             my $discount_time = 0;
1.38      andrew    113:             if ( $hours->{$type} > $count ) {
                    114:                 $hours->{$type} -= $count;
                    115:                 $discount_time = $count;
1.35      andrew    116:             }
                    117:             else {
                    118:                 $discount_time = $hours->{$type};
                    119:                 $hours->{$type} = 0;
                    120:             }
                    121:
                    122:             if ($discount_time) {
                    123:                 $cust->{invoice}->{discount}->{amount}
                    124:                     += round( $discount_time * $fee->{rate} );
1.36      andrew    125:                 $cust->{invoice}->{discount}->{hours}{$type}
                    126:                     += $discount_time;
1.35      andrew    127:
                    128:                 $type = '' if $type eq 'default';
1.38      andrew    129:                 $count -= $discount_time;
1.35      andrew    130:                 $fee->{detail} .= " $discount_time $type Hours Discounted";
                    131:             }
1.1       andrew    132:         }
                    133:     }
                    134:
1.25      andrew    135:     push @{ $cust->{invoice}->{projects} }, $project;
1.1       andrew    136: }
                    137:
1.44      andrew    138:
                    139: if ( my $unpaid_invoices = $state->unpaid_invoices() ) {
                    140:     foreach my $custid ( keys %{$unpaid_invoices} ) {
1.47      andrew    141:         my %project
                    142:             = ( title => 'Unpaid Invoices', fees => [], no_total => 1 );
1.44      andrew    143:         my $past_due = 0;
1.46      andrew    144:         my $unpaid   = 0;
1.44      andrew    145:
                    146:         my $cust;
                    147:         foreach ( @{$customers} ) {
                    148:             if ( $_->{id} eq $custid ) {
                    149:                 $cust = $_;
                    150:                 last;
                    151:             }
                    152:         }
                    153:         $cust ||= fake_customer($custid);
                    154:
1.46      andrew    155:         foreach my $id (
                    156:             sort { $a <=> $b }
                    157:             keys %{ $unpaid_invoices->{$custid} }
                    158:             )
1.44      andrew    159:         {
                    160:             my $unpaid  = $state->get_invoice($id);
                    161:             my $invdate = ymd_to_DateTime( $unpaid->{invdate} );
                    162:
1.46      andrew    163:             my $content
                    164:                 = sprintf( "Invoice %06d from %s", $id, $invdate->ymd );
1.47      andrew    165:             if ( $cust->{duedate} && $invdate < $cust->{duedate}) {
1.46      andrew    166:                 $content = "PAST DUE: $content";
                    167:                 $past_due += $unpaid_invoices->{$custid}->{$id};
                    168:             }
                    169:             else {
                    170:                 $unpaid += $unpaid_invoices->{$custid}->{$id};
                    171:             }
1.44      andrew    172:
                    173:             push @{ $project{fees} },
                    174:                 {
1.46      andrew    175:                 id       => $id,
                    176:                 contents => $content,
                    177:                 count    => 1,
                    178:                 rate     => $unpaid_invoices->{$custid}->{$id},
1.44      andrew    179:                 };
                    180:         }
                    181:
                    182:         if ($past_due) {
1.47      andrew    183:             $cust->{invoice} ||= make_invoice($cust);
1.44      andrew    184:
                    185:             $cust->{invoice}->{past_due} = $past_due;
1.46      andrew    186:             $cust->{invoice}->{unpaid}   = $unpaid;
1.44      andrew    187:
                    188:             unshift @{ $cust->{invoice}->{projects} }, \%project;
                    189:         }
1.48      andrew    190:     }
                    191: }
                    192:
                    193: if ( my $credits = $state->credits ) {
                    194:     foreach my $custid ( keys %{$credits} ) {
                    195:
                    196:         my $cust;
                    197:         foreach ( @{$customers} ) {
                    198:             if ( $_->{id} eq $custid ) {
                    199:                 $cust = $_;
                    200:                 last;
                    201:             }
                    202:         }
                    203:
                    204:         next unless $cust;
                    205:         next unless $cust->{invoice};
1.49      andrew    206:         next unless $credits->{$custid} < 0;
1.48      andrew    207:
                    208:         $cust->{invoice}->{credit} = $credits->{$custid};
                    209:
                    210:         unshift @{ $cust->{invoice}->{projects} }, {
                    211:             title    => 'Credits',
                    212:             no_total => 1,
                    213:             fees     => [
                    214:                 {   contents => 'Available Credit',
                    215:                     count    => 1,
                    216:                     rate     => -$credits->{$custid},
                    217:                 }
                    218:             ],
                    219:         };
1.44      andrew    220:     }
                    221: }
                    222:
1.25      andrew    223: foreach my $cust ( @{$customers} ) {
1.6       andrew    224:     my $invoice = $cust->{invoice};
1.25      andrew    225:     next unless $invoice && $invoice->{projects} && @{ $invoice->{projects} };
1.1       andrew    226:
1.43      andrew    227:     $invoice->{custid}       = $cust->{id};
1.40      andrew    228:     $invoice->{transactions} = [];
1.7       andrew    229:
1.33      andrew    230:     my %transactions;
1.1       andrew    231:     foreach my $project ( @{ $invoice->{projects} } ) {
1.6       andrew    232:         if ( $project->{transactions} ) {
1.33      andrew    233:             %transactions = ( %transactions, %{ $project->{transactions} } );
1.6       andrew    234:         }
1.1       andrew    235:         my $subtotal = 0;
                    236:         foreach my $fee ( @{ $project->{fees} } ) {
                    237:             my $amount = round( $fee->{count} * $fee->{rate} );
                    238:             $subtotal += $amount;
                    239:         }
                    240:         foreach my $expense ( @{ $project->{expenses} } ) {
                    241:             $subtotal += round( $expense->{amount} );
                    242:         }
                    243:         $project->{total} = $subtotal;
1.47      andrew    244:
                    245:         next if $project->{no_total};
1.1       andrew    246:         $invoice->{total} += $subtotal;
                    247:     }
1.40      andrew    248:     @{ $invoice->{transactions} } = sort { $a <=> $b } keys %transactions;
1.1       andrew    249:
                    250:     if ( $invoice->{discount} ) {
                    251:         my $c = "Included Hours\n";
                    252:         if ( $invoice->{discount}{hours} ) {
                    253:             foreach my $t ( keys %{ $invoice->{discount}{hours} } ) {
1.35      andrew    254:                 my $type = $t eq 'default' ? '' : $t;
                    255:                 $c .= "\n$invoice->{discount}{hours}{$t} $type hour";
1.1       andrew    256:                 $c .= 's' if $invoice->{discount}{hours}{$t} != 1;
                    257:                 $c .= "\n";
                    258:             }
                    259:         }
                    260:         $invoice->{discount}{contents} = $c;
                    261:         $invoice->{total} -= round( $invoice->{discount}{amount} );
                    262:     }
                    263:
1.47      andrew    264:     if ($invoice->{past_due}) {
                    265:         $invoice->{total_due}
                    266:             = sum( @{ $invoice }{ qw/ total past_due unpaid / } );
                    267:     }
                    268:
1.9       andrew    269:     next unless $invoice->{total} > 0 || $invoice->{total_due};
                    270:
1.6       andrew    271:     $invoice->{info} = $config->get('info');
1.19      andrew    272:     my $from = $config->get('from');
                    273:     $from = get_user($from) if !ref $from;
                    274:
1.40      andrew    275:     $invoice->{id} = $state->next_invoice_id;
                    276:     $invoice->{file} = sprintf 'invoice_%06d.pdf', $invoice->{id};
                    277:
1.19      andrew    278:     $invoice->{organization} = $from->{organization} || $from->{name};
1.29      andrew    279:     $invoice->{from} = make_address($from);
1.40      andrew    280:     $invoice->{to}   = make_address( $cust->{address} || $cust->{id} );
                    281:     $invoice->{logo} = $config->get('logo');
1.6       andrew    282:
1.43      andrew    283:     $state->add_invoice($invoice);
1.10      andrew    284:
1.18      andrew    285:     my $invoice_dir = $config->get('invoice_dir');
                    286:     File::Path::make_path($invoice_dir);
                    287:     my $file = join '/', $invoice_dir, $invoice->{file};
                    288:
1.21      andrew    289:     my $tt = Template->new( INCLUDE_PATH => $config->get('template_dir'), )
                    290:         || die $Template::ERROR, "\n";
1.20      andrew    291:
                    292:     $tt->process( $config->get('invoice_template'), $invoice, $file )
1.1       andrew    293:         or die $tt->error . "\n";
                    294:
1.25      andrew    295:     printf "Generated %s for %s: \$%.02f\n", $invoice->{file}, $cust->{id},
1.9       andrew    296:         $invoice->{total};
1.40      andrew    297:
1.1       andrew    298: }
                    299:
1.6       andrew    300: $state->save;
1.1       andrew    301:
1.6       andrew    302: sub find_customer_for_ticket {
1.43      andrew    303:     my ( $ticket, $customers ) = @_;
1.4       andrew    304:
1.25      andrew    305:     foreach my $cust ( @{$customers} ) {
1.22      andrew    306:         next unless $cust->{match};
1.6       andrew    307:         foreach my $m ( @{ $cust->{match} } ) {
1.4       andrew    308:             my $type = $m->{type};
1.29      andrew    309:             my $match
                    310:                 = exists $m->{$type}
                    311:                 ? lc( $m->{$type} )
                    312:                 : qr/\Q$m->{regex}\E/;
                    313:             my $thing = [ map {lc} $ticket->$type ];
1.4       andrew    314:
1.29      andrew    315:             if ( !$match ) {
1.4       andrew    316:                 warn "Invalid match!";
1.22      andrew    317:                 next;
1.4       andrew    318:             }
1.29      andrew    319:             return $cust if ( $match ~~ $thing );
1.4       andrew    320:         }
1.6       andrew    321:     }
                    322:
1.44      andrew    323:     return fake_customer($ticket->requestors);
                    324: }
                    325:
                    326: sub fake_customer {
                    327:     my ($custid) = @_;
                    328:     return unless $custid;
                    329:
1.40      andrew    330:     my $cust = $config->new_customer;
1.25      andrew    331:     push @{$customers}, $cust;
1.8       andrew    332:
1.44      andrew    333:     $cust->{id} = $custid;
1.14      andrew    334:     $cust->{match} = [
                    335:         {   type  => 'requestors',
1.16      andrew    336:             regex => $cust->{id},
1.14      andrew    337:         }
                    338:     ];
1.13      andrew    339:
1.40      andrew    340:     set_cust_dates($cust);
1.8       andrew    341:     return $cust;
                    342: }
                    343:
1.9       andrew    344: sub get_user {
1.8       andrew    345:     my ($id) = @_;
                    346:
1.9       andrew    347:     state %users;
                    348:     return $users{$id} if $users{$id};
1.8       andrew    349:
                    350:     my %map = (
                    351:         address_one   => 'addr1',
                    352:         address_two   => 'addr2',
                    353:         email_address => 'email',
1.9       andrew    354:         real_name     => 'name',
                    355:         name          => 'username',
1.8       andrew    356:     );
                    357:
1.12      andrew    358:     my $users = RT::Client::REST::User->new( rt => $rt, id => $id );
1.8       andrew    359:     $users->retrieve;
                    360:
1.9       andrew    361:     my %user;
1.8       andrew    362:     foreach my $m ( keys %{ $users->_attributes } ) {
                    363:         next unless $users->can($m);
                    364:
                    365:         my $v = $users->$m;
                    366:         next unless $v;
                    367:
                    368:         $m = $map{$m} if exists $map{$m};
                    369:
1.9       andrew    370:         $user{$m} = $v;
1.8       andrew    371:     }
1.6       andrew    372:
1.9       andrew    373:     $users{$id} = \%user;
                    374:     return \%user;
1.13      andrew    375: }
                    376:
                    377: sub make_invoice {
1.14      andrew    378:     my ($cust) = @_;
                    379:
1.47      andrew    380:     my %invoice = (
                    381:         end   => $cust->{billend}->clone->subtract( seconds => 1 ),
                    382:         total => 0,
                    383:     );
1.43      andrew    384:     $invoice{start} = $cust->{startinvoicedate}->clone
1.40      andrew    385:         if $cust->{startinvoicedate};
1.16      andrew    386:
                    387:     if ( $cust->{base_rate} ) {
1.43      andrew    388:         my ( $project, $hours ) = make_base_project($cust);
1.16      andrew    389:
                    390:         if ( @{ $project->{fees} } ) {
                    391:             $invoice{end}   = $project->{end};
                    392:             $invoice{hours} = $hours;
                    393:             push @{ $invoice{projects} }, $project;
                    394:         }
                    395:     }
                    396:     elsif ( $cust->{hours} ) {
1.14      andrew    397:         $invoice{hours} = [
1.16      andrew    398:             {   end   => $invoice{end}->clone,
1.14      andrew    399:                 hours => $cust->{hours},
                    400:             }
                    401:         ];
                    402:     }
1.13      andrew    403:
                    404:     return \%invoice;
1.12      andrew    405: }
                    406:
1.16      andrew    407: sub make_base_project {
1.43      andrew    408:     my ($cust) = @_;
1.16      andrew    409:
1.40      andrew    410:     my $date    = $cust->{billstart}->clone;
                    411:     my $billend = $cust->{billend}->clone;
1.43      andrew    412:     my ($freq)  = get_billing_frequency($cust);
1.16      andrew    413:
                    414:     my $title
1.40      andrew    415:         = $cust->{frequency} == 1
1.16      andrew    416:         ? ucfirst( $cust->{per} . 'ly' )
                    417:         : $freq . ' ' . ucfirst( $cust->{per} );
                    418:     $title .= ' Retainer';
                    419:
                    420:     my %project = ( title => $title, start => $date->clone, fees => [], );
                    421:     my @hours;
                    422:
1.28      andrew    423:     while ( $date < $billend ) {
1.16      andrew    424:         my $start = $date->clone;
                    425:
1.51      andrew    426:         $date->add_duration($freq);
1.16      andrew    427:
1.40      andrew    428:         my $end = $date > $billend ? $billend->clone : $date->clone;
                    429:         $end->subtract( seconds => 1 );
1.16      andrew    430:
                    431:         $project{end} = $end->clone;
                    432:
                    433:         push @{ $project{fees} },
                    434:             {
                    435:             count    => 1,
                    436:             rate     => $cust->{base_rate},
                    437:             contents => $start->ymd . ' to ' . $end->ymd,
                    438:             };
                    439:
                    440:         push @hours,
                    441:             {
                    442:             start => $start->clone,
                    443:             end   => $end->clone,
                    444:             hours => { %{ $cust->{hours} } },
                    445:             };
                    446:     }
                    447:
                    448:     return \%project, \@hours;
                    449: }
                    450:
1.12      andrew    451: sub make_address {
                    452:     my ($addr) = @_;
                    453:     my @adr;
1.16      andrew    454:
                    455:     $addr = get_user($addr) unless ref $addr;
1.12      andrew    456:
                    457:     if ( $addr->{organization} ) {
                    458:         push @adr, $addr->{organization};
                    459:     }
                    460:     elsif ( $addr->{name} && !$addr->{attn} ) {
                    461:         push @adr, $addr->{name};
                    462:     }
                    463:
                    464:     if (   ( $addr->{addr1} || $addr->{addr2} )
                    465:         && $addr->{city}
                    466:         && $addr->{state}
                    467:         && $addr->{zip} )
                    468:     {
                    469:         push @adr, $addr->{attn}  if $addr->{attn};
                    470:         push @adr, $addr->{addr1} if $addr->{addr1};
                    471:         push @adr, $addr->{addr2} if $addr->{addr2};
                    472:         push @adr,
                    473:             $addr->{city} . ', ' . $addr->{state} . '  ' . $addr->{zip};
                    474:     }
                    475:     else {
                    476:         push @adr, $addr->{email} if $addr->{email};
                    477:     }
                    478:
                    479:     return join "\n\n", @adr;
1.6       andrew    480: }
                    481:
                    482: sub make_project {
1.7       andrew    483:     my ( $ticket, $cust ) = @_;
1.6       andrew    484:
                    485:     my %project = (
                    486:         id     => $ticket->id,
                    487:         queue  => $ticket->queue,
                    488:         owner  => $ticket->owner,
                    489:         title  => $ticket->subject,
                    490:         detail => 'Ticket: '
                    491:             . $ticket->id
1.17      andrew    492:             . ' Status: '
                    493:             . $ticket->status
1.6       andrew    494:             . ' Requestors: '
                    495:             . join( ', ', $ticket->requestors ),
                    496:         fees     => [],
                    497:         expenses => [],
                    498:     );
                    499:
                    500:     my $txns = $ticket->transactions( type => [qw(Comment Correspond)] );
                    501:     my $txn_i = $txns->get_iterator;
                    502:     while ( my $txn = $txn_i->() ) {
1.33      andrew    503:         next if $state->txn_is_invoiced( $txn->id );
                    504:
1.36      andrew    505:         if ( my $expense = make_expense( $txn, $ticket ) ) {
1.33      andrew    506:             push @{ $project{expenses} }, $expense;
                    507:             $project{transactions}{ $txn->id } = 1;
                    508:         }
                    509:
1.6       andrew    510:         next unless $txn->time_taken;
                    511:
1.7       andrew    512:         my $fee = make_fee( $txn, $cust->{rates}, $ticket );
                    513:
1.6       andrew    514:         if ( !( $fee->{rate} && $fee->{count} ) ) {
                    515:             warn "Invalid Fee, no rate or count";
                    516:             next;
                    517:         }
                    518:
1.7       andrew    519:         my $invoice = $cust->{invoice};
1.29      andrew    520:         if ( $invoice->{start} && $invoice->{start} > $fee->{date} ) {
                    521:             warn "Ticket "
                    522:                 . $ticket->id
                    523:                 . " has uninvoiced Transaction "
                    524:                 . $txn->id . "\n";
1.27      andrew    525:             next;
                    526:         }
1.6       andrew    527:         next if $invoice->{end} < $fee->{date};
                    528:
1.36      andrew    529:         push @{ $project{fees} }, $fee;
1.33      andrew    530:         $project{transactions}{ $txn->id } = 1;
1.4       andrew    531:     }
1.6       andrew    532:
                    533:     return \%project;
1.4       andrew    534: }
                    535:
                    536: sub make_fee {
1.7       andrew    537:     my ( $txn, $rates, $ticket ) = @_;
                    538:
                    539:     # XXX Only need $ticket for the alternate subject
1.4       andrew    540:
                    541:     my $work_time = sprintf "%.03f", $txn->time_taken / 60;
1.50      andrew    542:     my $work_type = $txn->cf('WorkType') || '';
1.34      andrew    543:
                    544:     if ( $work_type =~ s/\s*Onsite//i ) {
1.36      andrew    545:
1.34      andrew    546:         # XXX Do something special for onsite activities
                    547:     }
                    548:
                    549:     $work_type =~ s/^\s+|\s+$//g;
                    550:     $work_type ||= 'Normal';
1.4       andrew    551:
                    552:     my %fee = (
                    553:         id       => $txn->id,
                    554:         contents => $txn->created . ' ('
                    555:             . $txn->id . ')' . "\n\n"
                    556:             . ( $txn->data || $ticket->subject ),
                    557:         count => $work_time,
                    558:         type  => $work_type,
1.6       andrew    559:         date  => ymd_to_DateTime( $txn->created ),
1.7       andrew    560:         rate  => $rates->{$work_type} || $rates->{default} || 0,
1.4       andrew    561:     );
                    562:
                    563:     if ( $work_type && $work_type ne 'Normal' ) {
                    564:         $fee{detail} = $work_type . ' rate';
                    565:     }
                    566:
                    567:     return \%fee;
1.33      andrew    568: }
                    569:
                    570: sub make_expense {
                    571:     my ( $txn, $ticket ) = @_;
                    572:
                    573:     my $amount = $txn->cf('ExpenseAmount') or return;
                    574:
                    575:     my %expense = (
                    576:         id       => $txn->id,
                    577:         contents => $txn->created . ' ('
                    578:             . $txn->id . ')' . "\n\n"
                    579:             . ( $txn->data || $ticket->subject ),
                    580:         amount => $amount,
                    581:         date   => ymd_to_DateTime( $txn->created ),
1.36      andrew    582:
1.33      andrew    583:         # detail => ???,
                    584:     );
                    585:
                    586:     return \%expense;
1.4       andrew    587: }
                    588:
                    589: sub hours_for_date {
                    590:     my ( $invoice, $date ) = @_;
                    591:
                    592:     my $hours = {};
                    593:     if ( $invoice->{hours} ) {
                    594:         foreach my $h ( @{ $invoice->{hours} } ) {
                    595:             next if $h->{start} && $h->{start} > $date;
                    596:             next if $h->{end} < $date;
                    597:
                    598:             $hours = $h->{hours};
                    599:             last;
                    600:         }
                    601:     }
                    602:     return $hours;
1.6       andrew    603: }
                    604:
1.40      andrew    605: sub get_billing_frequency {
                    606:     my ($cust) = @_;
                    607:     my $per  = $cust->{per}       || 'week';
                    608:     my $freq = $cust->{frequency} || 1;
1.1       andrew    609:
1.40      andrew    610:     my $day_method;
                    611:     given ($per) {
                    612:         when ('week')  { $per = 'weeks';  $day_method = 'dow' }
                    613:         when ('month') { $per = 'months'; $day_method = 'day' }
                    614:         default { die "Unknown per [$per]\n" }
                    615:     }
1.1       andrew    616:
1.43      andrew    617:     return DateTime::Duration->new( $per => $freq ), $day_method;
1.1       andrew    618: }
                    619:
1.40      andrew    620: sub set_dates {
                    621:     my ($customers) = @_;
1.43      andrew    622:
1.40      andrew    623:     my $newest_invoice;
                    624:     my $max_duration;
1.1       andrew    625:
1.40      andrew    626:     foreach my $cust ( @{$customers} ) {
                    627:         set_cust_dates($cust);
1.1       andrew    628:
1.40      andrew    629:         my ($freq) = get_billing_frequency($cust);
                    630:         $max_duration = $freq
                    631:             if !$max_duration
                    632:                 || DateTime::Duration->compare( $freq, $max_duration ) > 0;
1.1       andrew    633:
1.40      andrew    634:         if ( $cust->{startinvoicedate} ) {
                    635:             my $date = $cust->{startinvoicedate}->clone;
                    636:             $newest_invoice = $date->clone
                    637:                 if !$newest_invoice || $newest_invoice < $date;
1.1       andrew    638:         }
                    639:     }
                    640:
1.51      andrew    641:     $newest_invoice ||= DateTime->now;
                    642:
                    643:     return $newest_invoice->clone->subtract_duration($max_duration)
1.40      andrew    644:         ->subtract( days => 1 );
1.1       andrew    645: }
                    646:
1.40      andrew    647: sub set_cust_dates {
                    648:     my ($cust) = @_;
1.18      andrew    649:
1.40      andrew    650:     my $day = $cust->{day} || 0;
                    651:     my ( $freq, $day_method ) = get_billing_frequency($cust);
1.18      andrew    652:
1.41      andrew    653:     my $end = DateTime->now( time_zone => 'local' )
1.40      andrew    654:         ->set( hour => 0, minute => 0, second => 0 );
1.18      andrew    655:
1.51      andrew    656:     my $start = $end->clone->subtract_duration($freq);
1.1       andrew    657:
1.40      andrew    658:     # XXX This is helpful, but monthly and billday > 28 == !!!
1.43      andrew    659:     $end->subtract( days => 1 ) while $day && $end->$day_method != $day;
1.1       andrew    660:
1.40      andrew    661:     my $lastinvoice = $state->last_invoice( $cust->{id} );
                    662:     if ( $lastinvoice && $lastinvoice->{end} ) {
1.41      andrew    663:         $start = ymd_to_DateTime( $lastinvoice->{end} )->add( days => 1 );
                    664:         $cust->{startinvoicedate} = $start->clone;
1.6       andrew    665:     }
1.42      andrew    666:
                    667:     $cust->{duedate}
                    668:         = $cust->{net}
                    669:         ? DateTime->now->subtract( days => $cust->{net} )
                    670:         : 0;
1.1       andrew    671:
1.51      andrew    672:     $cust->{no_invoice} = 1 if $start->clone->add_duration($freq) > $end;
1.41      andrew    673:     $cust->{billend}    = $end;
                    674:     $cust->{billstart}  = $start;
1.1       andrew    675: }

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