1 package OpenILS::Application::Acq::Invoice;
2 use base qw/OpenILS::Application/;
3 use strict; use warnings;
5 use OpenSRF::Utils::Logger qw(:logger);
6 use OpenILS::Utils::Fieldmapper;
7 use OpenILS::Utils::CStoreEditor q/:funcs/;
8 use OpenILS::Application::AppUtils;
10 my $U = 'OpenILS::Application::AppUtils';
13 __PACKAGE__->register_method(
14 method => 'build_invoice_api',
15 api_name => 'open-ils.acq.invoice.update',
17 desc => q/Creates, updates, and deletes invoices, and related invoice entries, and invoice items/,
19 {desc => 'Authentication token', type => 'string'},
20 {desc => q/Invoice/, type => 'number'},
21 {desc => q/Entries. Array of 'acqie' objects/, type => 'array'},
22 {desc => q/Items. Array of 'acqii' objects/, type => 'array'},
24 return => {desc => 'The invoice w/ entries and items attached', type => 'object', class => 'acqinv'}
28 sub build_invoice_api {
29 my($self, $conn, $auth, $invoice, $entries, $items) = @_;
31 my $e = new_editor(xact => 1, authtoken=>$auth);
32 return $e->die_event unless $e->checkauth;
37 $invoice->receiver($e->requestor->ws_ou) unless $invoice->receiver;
38 $invoice->recv_method('PPR') unless $invoice->recv_method;
39 $invoice->recv_date('now') unless $invoice->recv_date;
40 $e->create_acq_invoice($invoice) or return $e->die_event;
41 } elsif($invoice->isdeleted) {
42 i$e->delete_acq_invoice($invoice) or return $e->die_event;
44 $e->update_acq_invoice($invoice) or return $e->die_event;
47 # caller only provided the ID
48 $invoice = $e->retrieve_acq_invoice($invoice) or return $e->die_event;
51 return $e->die_event unless $e->allowed('CREATE_INVOICE', $invoice->receiver);
54 for my $entry (@$entries) {
55 $entry->invoice($invoice->id);
59 $e->create_acq_invoice_entry($entry) or return $e->die_event;
60 return $evt if $evt = update_entry_debits($e, $entry);
62 } elsif($entry->isdeleted) {
64 return $evt if $evt = rollback_entry_debits($e, $entry);
65 $e->delete_acq_invoice_entry($entry) or return $e->die_event;
67 } elsif($entry->ischanged) {
69 my $orig_entry = $e->retrieve_acq_invoice_entry($entry->id) or return $e->die_event;
71 if($orig_entry->amount_paid != $entry->amount_paid or
72 $entry->phys_item_count != $orig_entry->phys_item_count) {
74 return $evt if $evt = rollback_entry_debits($e, $orig_entry);
75 return $evt if $evt = update_entry_debits($e, $entry);
79 $e->update_acq_invoice_entry($entry) or return $e->die_event;
85 for my $item (@$items) {
86 $item->invoice($invoice->id);
90 $e->create_acq_invoice_item($item) or return $e->die_event;
92 # future: cache item types
93 my $item_type = $e->retrieve_acq_invoice_item_type(
94 $item->inv_item_type) or return $e->die_event;
96 # prorated items are handled separately
97 unless($U->is_true($item_type->prorate)) {
100 my $po_item = $e->retrieve_acq_po_item($item->po_item) or return $e->die_event;
101 $debit = $e->retrieve_acq_fund_debit($po_item->fund_debit) or return $e->die_event;
103 $debit = Fieldmapper::acq::fund_debit->new;
106 $debit->fund($item->fund);
107 $debit->amount($item->amount_paid);
108 $debit->origin_amount($item->amount_paid);
109 $debit->origin_currency_type($e->retrieve_acq_fund($item->fund)->currency_type); # future: cache funds locally
110 $debit->encumbrance('f');
111 $debit->debit_type('direct_charge');
114 $e->create_acq_fund_debit($debit) or return $e->die_event;
116 $e->update_acq_fund_debit($debit) or return $e->die_event;
119 $item->fund_debit($debit->id);
120 $e->update_acq_invoice_item($item) or return $e->die_event;
123 } elsif($item->isdeleted) {
125 $e->delete_acq_invoice_item($item) or return $e->die_event;
127 if($item->po_item and $e->retrieve_acq_po_item($item->po_item)->fund_debit == $item->fund_debit) {
128 # the debit is attached to the po_item. instead of deleting it, roll it back
129 # to being an encumbrance. Note: a prorated invoice_item that points to a po_item
130 # could point to a different fund_debit. We can't go back in time to collect all the
131 # prorated invoice_items (nor is the caller asking us too), so when that happens,
132 # just delete the extraneous debit (in the else block).
133 my $debit = $e->retrieve_acq_fund_debit($item->fund_debit);
134 $debit->encumbrance('t');
135 $e->update_acq_fund_debit($debit) or return $e->die_event;
137 $e->delete_acq_fund_debit($e->retrieve_acq_fund_debit($item->fund_debit))
138 or return $e->die_event;
142 } elsif($item->ischanged) {
144 my $debit = $e->retrieve_acq_fund_debit($item->fund_debit) or return $e->die_event;
145 $debit->amount($item->amount_paid);
146 $debit->fund($item->fund);
147 $e->update_acq_fund_debit($debit) or return $e->die_event;
148 $e->update_acq_invoice_item($item) or return $e->die_event;
153 $invoice = fetch_invoice_impl($e, $invoice->id);
160 sub rollback_entry_debits {
162 my $debits = find_entry_debits($e, $entry, 'f', entry_amount_per_item($entry));
163 my $lineitem = $e->retrieve_acq_lineitem($entry->lineitem) or return $e->die_event;
165 for my $debit (@$debits) {
166 # revert to the original estimated amount re-encumber
167 $debit->encumbrance('t');
168 $debit->amount($lineitem->estimated_unit_price());
169 $e->update_acq_fund_debit($debit) or return $e->die_event;
170 update_copy_cost($e, $debit) or return $e->die_event; # clear the cost
176 sub update_entry_debits {
179 my $debits = find_entry_debits($e, $entry, 't');
180 return undef unless @$debits;
182 if($entry->phys_item_count > @$debits) {
184 # We can't invoice for more items than we have debits for
185 return OpenILS::Event->new(
186 'ACQ_INVOICE_ENTRY_COUNT_EXCEEDS_DEBITS',
187 payload => {entry => $entry->id});
190 for my $debit (@$debits) {
191 my $amount = entry_amount_per_item($entry);
192 $debit->amount($amount);
193 $debit->encumbrance('f');
194 $e->update_acq_fund_debit($debit) or return $e->die_event;
196 # TODO: this does not reflect ancillary charges, like taxes, etc.
197 # We may need a way to indicate whether the amount attached to an
198 # invoice_item should be prorated and included in the copy cost.
199 # Note that acq.invoice_item_type.prorate does not necessarily
200 # mean a charge should be included in the copy price, only that
201 # it should spread accross funds.
202 update_copy_cost($e, $debit, $amount) or return $e->die_event;
208 # update the linked copy to reflect the amount paid for the item
209 # returns true on success, false on error
210 sub update_copy_cost {
211 my ($e, $debit, $amount) = @_;
213 my $lid = $e->search_acq_lineitem_detail([
214 {fund_debit => $debit->id},
215 {flesh => 1, flesh_fields => {acqlid => ['eg_copy_id']}}
218 if($lid and my $copy = $lid->eg_copy_id) {
219 defined $amount and $copy->cost($amount) or $copy->clear_cost;
220 $copy->editor($e->requestor->id);
221 $copy->edit_date('now');
222 $e->update_asset_copy($copy) or return 0;
229 sub entry_amount_per_item {
231 return $entry->amount_paid if $U->is_true($entry->billed_per_item);
232 return 0 if $entry->phys_item_count == 0;
233 return $entry->amount_paid / $entry->phys_item_count;
237 # there is no direct link between invoice_entry and fund debits.
238 # when we need to retrieve the related debits, we have to do some searching
239 sub find_entry_debits {
240 my($e, $entry, $encumbrance, $amount) = @_;
243 select => {acqfdeb => ['id']},
251 filter => {id => $entry->id}
259 where => {'+acqfdeb' => {encumbrance => $encumbrance}},
260 order_by => {'acqlid' => ['recv_time']}, # un-received items will sort to the end
261 limit => $entry->phys_item_count
264 $query->{where}->{'+acqfdeb'}->{amount} = $amount if $amount;
266 my $debits = $e->json_query($query);
267 my $debit_ids = [map { $_->{id} } @$debits];
268 return (@$debit_ids) ? $e->search_acq_fund_debit({id => $debit_ids}) : [];
272 __PACKAGE__->register_method(
273 method => 'build_invoice_api',
274 api_name => 'open-ils.acq.invoice.retrieve',
276 desc => q/Creates a new stub invoice/,
278 {desc => 'Authentication token', type => 'string'},
279 {desc => q/Invoice Id/, type => 'number'},
281 return => {desc => 'The new invoice w/ entries and items attached', type => 'object', class => 'acqinv'}
286 sub fetch_invoice_api {
287 my($self, $conn, $auth, $invoice_id, $options) = @_;
289 my $e = new_editor(authtoken=>$auth);
290 return $e->event unless $e->checkauth;
292 my $invoice = fetch_invoice_impl($e, $invoice_id, $options) or
294 return $e->event unless $e->allowed(['VIEW_INVOICE', 'CREATE_INVOICE'], $invoice->receiver);
299 sub fetch_invoice_impl {
300 my ($e, $invoice_id, $options) = @_;
304 my $args = $options->{"no_flesh_misc"} ? $invoice_id : [
309 "acqinv" => ["entries", "items"],
310 "acqii" => ["fund_debit", "purchase_order", "po_item"]
315 return $e->retrieve_acq_invoice($args);
318 __PACKAGE__->register_method(
319 method => 'prorate_invoice',
320 api_name => 'open-ils.acq.invoice.apply_prorate',
323 For all invoice items that have the prorate flag set to true, this will create the necessary
324 additional invoice_item's to prorate the cost across all affected funds by percent spent for each fund.
327 {desc => 'Authentication token', type => 'string'},
328 {desc => q/Invoice Id/, type => 'number'},
330 return => {desc => 'The updated invoice w/ entries and items attached', type => 'object', class => 'acqinv'}
335 sub prorate_invoice {
336 my($self, $conn, $auth, $invoice_id) = @_;
338 my $e = new_editor(xact => 1, authtoken=>$auth);
339 return $e->die_event unless $e->checkauth;
341 my $invoice = fetch_invoice_impl($e, $invoice_id) or return $e->die_event;
342 return $e->die_event unless $e->allowed('CREATE_INVOICE', $invoice->receiver);
345 push(@lid_debits, @{find_entry_debits($e, $_, 'f', entry_amount_per_item($_))}) for @{$invoice->entries};
348 my $total_entry_paid = 0;
349 for my $debit (@lid_debits) {
350 $fund_totals{$debit->fund} = 0 unless $fund_totals{$debit->fund};
351 $fund_totals{$debit->fund} += $debit->amount;
352 $total_entry_paid += $debit->amount;
355 $logger->info("invoice: prorating against invoice amount $total_entry_paid");
357 for my $item (@{$invoice->items}) {
359 next if $item->fund_debit; # item has already been processed
361 # future: cache item types locally
362 my $item_type = $e->retrieve_acq_invoice_item_type($item->inv_item_type) or return $e->die_event;
363 next unless $U->is_true($item_type->prorate);
365 # Prorate charges across applicable funds
366 my $full_item_paid = $item->amount_paid; # total amount paid for this item before splitting
367 my $full_item_cost = $item->cost_billed; # total amount invoiced for this item before splitting
371 my $total_debited = 0;
372 my $total_costed = 0;
374 for my $fund_id (keys %fund_totals) {
376 my $spent_for_fund = $fund_totals{$fund_id};
377 next unless $spent_for_fund > 0;
379 my $prorated_amount = ($spent_for_fund / $total_entry_paid) * $full_item_paid;
380 my $prorated_cost = ($spent_for_fund / $total_entry_paid) * $full_item_cost;
381 $logger->info("invoice: attaching prorated amount $prorated_amount to fund $fund_id for invoice $invoice_id");
384 if($first_round and $item->po_item) {
385 # if this item is the result of a PO item, repurpose the original debit
386 # for the first chunk of the prorated amount
387 $debit = $e->retrieve_acq_fund_debit($item->po_item->fund_debit);
389 $debit = Fieldmapper::acq::fund_debit->new;
393 $debit->fund($fund_id);
394 $debit->amount($prorated_amount);
395 $debit->origin_amount($prorated_amount);
396 $debit->origin_currency_type($e->retrieve_acq_fund($fund_id)->currency_type); # future: cache funds locally
397 $debit->encumbrance('f');
398 $debit->debit_type('prorated_charge');
401 $e->create_acq_fund_debit($debit) or return $e->die_event;
403 $e->update_acq_fund_debit($debit) or return $e->die_event;
406 $total_debited += $prorated_amount;
407 $total_costed += $prorated_cost;
408 $largest_debit = $debit if !$largest_debit or $prorated_amount > $largest_debit->amount;
412 # re-purpose the original invoice_item for the first prorated amount
413 $item->fund($fund_id);
414 $item->fund_debit($debit->id);
415 $item->amount_paid($prorated_amount);
416 $item->cost_billed($prorated_cost);
417 $e->update_acq_invoice_item($item) or return $e->die_event;
418 $largest_item = $item if !$largest_item or $prorated_amount > $largest_item->amount_paid;
422 # for subsequent prorated amounts, create a new invoice_item
423 my $new_item = $item->clone;
425 $new_item->fund($fund_id);
426 $new_item->fund_debit($debit->id);
427 $new_item->amount_paid($prorated_amount);
428 $new_item->cost_billed($prorated_cost);
429 $e->create_acq_invoice_item($new_item) or return $e->die_event;
430 $largest_item = $new_item if !$largest_item or $prorated_amount > $largest_item->amount_paid;
436 # make sure the percentages didn't leave a small sliver of money over/under-debited
437 # if so, tweak the largest debit to smooth out the difference
438 if($total_debited != $full_item_paid or $total_costed != $full_item_cost) {
440 my $paid_diff = $full_item_paid - $total_debited;
441 my $cost_diff = $full_item_cost - $total_debited;
442 $logger->info("invoice: repairing prorate descrepency of paid:$paid_diff and cost:$cost_diff");
443 my $new_paid = $largest_item->amount + $paid_diff;
444 my $new_cost = $largest_item->cost_billed + $cost_diff;
446 $largest_debit = $e->retrieve_acq_fund_debit($largest_debit->id); # get latest copy
447 $largest_debit->amount($new_paid);
448 $e->update_acq_fund_debit($largest_debit) or return $e->die_event;
450 $largest_item = $e->retrieve_acq_invoice_item($largest_item->id); # get latest copy
451 $largest_item->amount_paid($new_paid);
452 $largest_item->cost_billed($new_cost);
454 $e->update_acq_invoice_item($largest_item) or return $e->die_event;
458 $invoice = fetch_invoice_impl($e, $invoice_id);
465 __PACKAGE__->register_method(
466 method => "print_html_invoice",
467 api_name => "open-ils.acq.invoice.print.html",
470 desc => "Retrieve printable HTML vouchers for each given invoice",
472 {desc => "Authentication token", type => "string"},
473 {desc => "Invoice ID or a list of them", type => "mixed"},
476 desc => q{One A/T event containing a printable HTML voucher for
478 type => "object", class => "atev"}
483 sub print_html_invoice {
484 my ($self, $conn, $auth, $id_list) = @_;
486 my $e = new_editor("authtoken" => $auth);
487 return $e->die_event unless $e->checkauth;
489 $id_list = [$id_list] unless ref $id_list;
491 my $invoices = $e->search_acq_invoice({"id" => $id_list}) or
492 return $e->die_event;
494 foreach my $invoice (@$invoices) {
495 return $e->die_event unless
496 $e->allowed("VIEW_INVOICE", $invoice->receiver);
499 $U->fire_object_event(
500 undef, "format.acqinv.html", $invoice, $invoice->receiver,