4 use base qw( FS::otaker_Mixin FS::payinfo_transaction_Mixin FS::cust_main_Mixin
6 use vars qw( $DEBUG $me $conf @encrypted_fields
7 $unsuspendauto $ignore_noapply
10 use Business::CreditCard;
12 use FS::UID qw( getotaker );
13 use FS::Misc qw( send_email );
14 use FS::Record qw( dbh qsearch qsearchs );
16 use FS::cust_main_Mixin;
17 use FS::payinfo_transaction_Mixin;
19 use FS::cust_bill_pay;
20 use FS::cust_pay_refund;
23 use FS::cust_pay_void;
27 $me = '[FS::cust_pay]';
31 #ask FS::UID to run this stuff for us later
32 FS::UID->install_callback( sub {
34 $unsuspendauto = $conf->exists('unsuspendauto');
37 @encrypted_fields = ('payinfo');
41 FS::cust_pay - Object methods for cust_pay objects
47 $record = new FS::cust_pay \%hash;
48 $record = new FS::cust_pay { 'column' => 'value' };
50 $error = $record->insert;
52 $error = $new_record->replace($old_record);
54 $error = $record->delete;
56 $error = $record->check;
60 An FS::cust_pay object represents a payment; the transfer of money from a
61 customer. FS::cust_pay inherits from FS::Record. The following fields are
68 primary key (assigned automatically for new payments)
72 customer (see L<FS::cust_main>)
76 specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
77 L<Time::Local> and L<Date::Parse> for conversion functions.
81 Amount of this payment
85 order taker (see L<FS::access_user>)
89 Payment Type (See L<FS::payinfo_Mixin> for valid payby values)
93 Payment Information (See L<FS::payinfo_Mixin> for data format)
97 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
101 text field for tracking card processing or other batch grouping
105 Optional unique identifer to prevent duplicate transactions.
109 books closed flag, empty or `Y'
113 Desired pkgnum when using experimental package balances.
123 Creates a new payment. To add the payment to the databse, see L<"insert">.
127 sub table { 'cust_pay'; }
128 sub cust_linked { $_[0]->cust_main_custnum; }
129 sub cust_unlinked_msg {
131 "WARNING: can't find cust_main.custnum ". $self->custnum.
132 ' (cust_pay.paynum '. $self->paynum. ')';
135 =item insert [ OPTION => VALUE ... ]
137 Adds this payment to the database.
139 For backwards-compatibility and convenience, if the additional field invnum
140 is defined, an FS::cust_bill_pay record for the full amount of the payment
141 will be created. In this case, custnum is optional.
143 A hash of optional arguments may be passed. Currently "manual" is supported.
144 If true, a payment receipt is sent instead of a statement when
145 'payment_receipt_email' configuration option is set.
150 my($self, %options) = @_;
152 local $SIG{HUP} = 'IGNORE';
153 local $SIG{INT} = 'IGNORE';
154 local $SIG{QUIT} = 'IGNORE';
155 local $SIG{TERM} = 'IGNORE';
156 local $SIG{TSTP} = 'IGNORE';
157 local $SIG{PIPE} = 'IGNORE';
159 my $oldAutoCommit = $FS::UID::AutoCommit;
160 local $FS::UID::AutoCommit = 0;
164 if ( $self->invnum ) {
165 $cust_bill = qsearchs('cust_bill', { 'invnum' => $self->invnum } )
167 $dbh->rollback if $oldAutoCommit;
168 return "Unknown cust_bill.invnum: ". $self->invnum;
170 $self->custnum($cust_bill->custnum );
173 my $error = $self->check;
174 return $error if $error;
176 my $cust_main = $self->cust_main;
177 my $old_balance = $cust_main->balance;
179 $error = $self->SUPER::insert;
181 $dbh->rollback if $oldAutoCommit;
182 return "error inserting $self: $error";
185 if ( $self->invnum ) {
186 my $cust_bill_pay = new FS::cust_bill_pay {
187 'invnum' => $self->invnum,
188 'paynum' => $self->paynum,
189 'amount' => $self->paid,
190 '_date' => $self->_date,
192 $error = $cust_bill_pay->insert(%options);
194 if ( $ignore_noapply ) {
195 warn "warning: error inserting $cust_bill_pay: $error ".
196 "(ignore_noapply flag set; inserting cust_pay record anyway)\n";
198 $dbh->rollback if $oldAutoCommit;
199 return "error inserting $cust_bill_pay: $error";
204 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
206 #false laziness w/ cust_credit::insert
207 if ( $unsuspendauto && $old_balance && $cust_main->balance <= 0 ) {
208 my @errors = $cust_main->unsuspend;
210 # side-fx with nested transactions? upstack rolls back?
211 warn "WARNING:Errors unsuspending customer ". $cust_main->custnum. ": ".
217 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
220 my $trigger = $conf->config('payment_receipt-trigger') || 'cust_pay';
221 if ( $trigger eq 'cust_pay' ) {
222 my $error = $self->send_receipt(
223 'manual' => $options{'manual'},
224 'cust_bill' => $cust_bill,
225 'cust_main' => $cust_main,
227 warn "can't send payment receipt/statement: $error" if $error;
234 =item void [ REASON ]
236 Voids this payment: deletes the payment and all associated applications and
237 adds a record of the voided payment to the FS::cust_pay_void table.
244 local $SIG{HUP} = 'IGNORE';
245 local $SIG{INT} = 'IGNORE';
246 local $SIG{QUIT} = 'IGNORE';
247 local $SIG{TERM} = 'IGNORE';
248 local $SIG{TSTP} = 'IGNORE';
249 local $SIG{PIPE} = 'IGNORE';
251 my $oldAutoCommit = $FS::UID::AutoCommit;
252 local $FS::UID::AutoCommit = 0;
255 my $cust_pay_void = new FS::cust_pay_void ( {
256 map { $_ => $self->get($_) } $self->fields
258 $cust_pay_void->reason(shift) if scalar(@_);
259 my $error = $cust_pay_void->insert;
261 $dbh->rollback if $oldAutoCommit;
265 $error = $self->delete;
267 $dbh->rollback if $oldAutoCommit;
271 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
279 Unless the closed flag is set, deletes this payment and all associated
280 applications (see L<FS::cust_bill_pay> and L<FS::cust_pay_refund>). In most
281 cases, you want to use the void method instead to leave a record of the
286 # very similar to FS::cust_credit::delete
289 return "Can't delete closed payment" if $self->closed =~ /^Y/i;
291 local $SIG{HUP} = 'IGNORE';
292 local $SIG{INT} = 'IGNORE';
293 local $SIG{QUIT} = 'IGNORE';
294 local $SIG{TERM} = 'IGNORE';
295 local $SIG{TSTP} = 'IGNORE';
296 local $SIG{PIPE} = 'IGNORE';
298 my $oldAutoCommit = $FS::UID::AutoCommit;
299 local $FS::UID::AutoCommit = 0;
302 foreach my $app ( $self->cust_bill_pay, $self->cust_pay_refund ) {
303 my $error = $app->delete;
305 $dbh->rollback if $oldAutoCommit;
310 my $error = $self->SUPER::delete(@_);
312 $dbh->rollback if $oldAutoCommit;
316 if ( $conf->exists('deletepayments')
317 && $conf->config('deletepayments') ne '' ) {
319 my $cust_main = $self->cust_main;
321 my $error = send_email(
322 'from' => $conf->config('invoice_from', $self->cust_main->agentnum),
323 #invoice_from??? well as good as any
324 'to' => $conf->config('deletepayments'),
325 'subject' => 'FREESIDE NOTIFICATION: Payment deleted',
327 "This is an automatic message from your Freeside installation\n",
328 "informing you that the following payment has been deleted:\n",
330 'paynum: '. $self->paynum. "\n",
331 'custnum: '. $self->custnum.
332 " (". $cust_main->last. ", ". $cust_main->first. ")\n",
333 'paid: $'. sprintf("%.2f", $self->paid). "\n",
334 'date: '. time2str("%a %b %e %T %Y", $self->_date). "\n",
335 'payby: '. $self->payby. "\n",
336 'payinfo: '. $self->paymask. "\n",
337 'paybatch: '. $self->paybatch. "\n",
342 $dbh->rollback if $oldAutoCommit;
343 return "can't send payment deletion notification: $error";
348 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
354 =item replace OLD_RECORD
356 You can, but probably shouldn't modify payments...
361 #return "Can't modify payment!"
363 return "Can't modify closed payment" if $self->closed =~ /^Y/i;
364 $self->SUPER::replace(@_);
369 Checks all fields to make sure this is a valid payment. If there is an error,
370 returns the error, otherwise returns false. Called by the insert method.
377 $self->otaker(getotaker) unless ($self->otaker);
380 $self->ut_numbern('paynum')
381 || $self->ut_numbern('custnum')
382 || $self->ut_numbern('_date')
383 || $self->ut_money('paid')
384 || $self->ut_alphan('otaker')
385 || $self->ut_textn('paybatch')
386 || $self->ut_textn('payunique')
387 || $self->ut_enum('closed', [ '', 'Y' ])
388 || $self->ut_foreign_keyn('pkgnum', 'cust_pkg', 'pkgnum')
389 || $self->payinfo_check()
391 return $error if $error;
393 return "paid must be > 0 " if $self->paid <= 0;
395 return "unknown cust_main.custnum: ". $self->custnum
397 || qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
399 $self->_date(time) unless $self->_date;
401 #i guess not now, with cust_pay_pending, if we actually make it here, we _do_ want to record it
402 # # UNIQUE index should catch this too, without race conditions, but this
403 # # should give a better error message the other 99.9% of the time...
404 # if ( length($self->payunique)
405 # && qsearchs('cust_pay', { 'payunique' => $self->payunique } ) ) {
406 # #well, it *could* be a better error message
407 # return "duplicate transaction".
408 # " - a payment with unique identifer ". $self->payunique.
415 =item send_receipt HASHREF | OPTION => VALUE ...
417 Sends a payment receipt for this payment..
425 Flag indicating the payment is being made manually.
429 Invoice (FS::cust_bill) object. If not specified, the most recent invoice
434 Customer (FS::cust_main) object (for efficiency).
442 my $opt = ref($_[0]) ? shift : { @_ };
444 my $cust_bill = $opt->{'cust_bill'};
445 my $cust_main = $opt->{'cust_main'} || $self->cust_main;
447 my $conf = new FS::Conf;
450 unless $conf->exists('payment_receipt_email')
451 && grep { $_ !~ /^(POST|FAX)$/ } $cust_main->invoicing_list;
453 $cust_bill ||= ($cust_main->cust_bill)[-1]; #rather inefficient though?
455 if ( ( exists($opt->{'manual'}) && $opt->{'manual'} )
456 || ! $conf->exists('invoice_html_statement')
460 my $receipt_template = new Text::Template (
462 SOURCE => [ map "$_\n", $conf->config('payment_receipt_email') ],
464 warn "can't create payment receipt template: $Text::Template::ERROR";
468 my @invoicing_list = grep { $_ !~ /^(POST|FAX)$/ }
469 $cust_main->invoicing_list;
471 my $payby = $self->payby;
472 my $payinfo = $self->payinfo;
473 $payby =~ s/^BILL$/Check/ if $payinfo;
474 if ( $payby eq 'CARD' || $payby eq 'CHEK' ) {
475 $payinfo = $self->paymask
477 $payinfo = $self->decrypt($payinfo);
479 $payby =~ s/^CHEK$/Electronic check/;
482 'date' => time2str("%a %B %o, %Y", $self->_date),
483 'name' => $cust_main->name,
484 'paynum' => $self->paynum,
485 'paid' => sprintf("%.2f", $self->paid),
486 'payby' => ucfirst(lc($payby)),
487 'payinfo' => $payinfo,
488 'balance' => $cust_main->balance,
489 'company_name' => $conf->config('company_name', $cust_main->agentnum),
492 if ( $opt->{'cust_pkg'} ) {
493 $fill_in{'pkg'} = $opt->{'cust_pkg'}->part_pkg->pkg;
494 #setup date, other things?
498 'from' => $conf->config('invoice_from', $cust_main->agentnum),
499 #invoice_from??? well as good as any
500 'to' => \@invoicing_list,
501 'subject' => 'Payment receipt',
502 'body' => [ $receipt_template->fill_in( HASH => \%fill_in ) ],
507 my $queue = new FS::queue {
508 'paynum' => $self->paynum,
509 'job' => 'FS::cust_bill::queueable_email',
513 'invnum' => $cust_bill->invnum,
514 'template' => 'statement',
523 Returns all applications to invoices (see L<FS::cust_bill_pay>) for this
530 map { $_ } #return $self->num_cust_bill_pay unless wantarray;
531 sort { $a->_date <=> $b->_date
532 || $a->invnum <=> $b->invnum }
533 qsearch( 'cust_bill_pay', { 'paynum' => $self->paynum } )
537 =item cust_pay_refund
539 Returns all applications of refunds (see L<FS::cust_pay_refund>) to this
544 sub cust_pay_refund {
546 map { $_ } #return $self->num_cust_pay_refund unless wantarray;
547 sort { $a->_date <=> $b->_date }
548 qsearch( 'cust_pay_refund', { 'paynum' => $self->paynum } )
555 Returns the amount of this payment that is still unapplied; which is
556 paid minus all payment applications (see L<FS::cust_bill_pay>) and refund
557 applications (see L<FS::cust_pay_refund>).
563 my $amount = $self->paid;
564 $amount -= $_->amount foreach ( $self->cust_bill_pay );
565 $amount -= $_->amount foreach ( $self->cust_pay_refund );
566 sprintf("%.2f", $amount );
571 Returns the amount of this payment that has not been refuned; which is
572 paid minus all refund applications (see L<FS::cust_pay_refund>).
578 my $amount = $self->paid;
579 $amount -= $_->amount foreach ( $self->cust_pay_refund );
580 sprintf("%.2f", $amount );
585 Returns the "paid" field.
600 =item batch_insert CUST_PAY_OBJECT, ...
602 Class method which inserts multiple payments. Takes a list of FS::cust_pay
603 objects. Returns a list, each element representing the status of inserting the
604 corresponding payment - empty. If there is an error inserting any payment, the
605 entire transaction is rolled back, i.e. all payments are inserted or none are.
609 my @errors = FS::cust_pay->batch_insert(@cust_pay);
610 my $num_errors = scalar(grep $_, @errors);
611 if ( $num_errors == 0 ) {
612 #success; all payments were inserted
614 #failure; no payments were inserted.
620 my $self = shift; #class method
622 local $SIG{HUP} = 'IGNORE';
623 local $SIG{INT} = 'IGNORE';
624 local $SIG{QUIT} = 'IGNORE';
625 local $SIG{TERM} = 'IGNORE';
626 local $SIG{TSTP} = 'IGNORE';
627 local $SIG{PIPE} = 'IGNORE';
629 my $oldAutoCommit = $FS::UID::AutoCommit;
630 local $FS::UID::AutoCommit = 0;
636 my $error = $_->insert( 'manual' => 1 );
640 $_->cust_main->apply_payments;
646 $dbh->rollback if $oldAutoCommit;
648 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
657 Returns an SQL fragment to retreive the unapplied amount.
666 ( SELECT SUM(amount) FROM cust_bill_pay
667 WHERE cust_pay.paynum = cust_bill_pay.paynum )
671 ( SELECT SUM(amount) FROM cust_pay_refund
672 WHERE cust_pay.paynum = cust_pay_refund.paynum )
681 # Used by FS::Upgrade to migrate to a new database.
685 sub _upgrade_data { #class method
686 my ($class, %opts) = @_;
688 warn "$me upgrading $class\n" if $DEBUG;
690 #not the most efficient, but hey, it only has to run once
692 my $where = "WHERE ( otaker IS NULL OR otaker = '' OR otaker = 'ivan' ) ".
693 " AND usernum IS NULL ".
694 " AND 0 < ( SELECT COUNT(*) FROM cust_main ".
695 " WHERE cust_main.custnum = cust_pay.custnum ) ";
697 my $count_sql = "SELECT COUNT(*) FROM cust_pay $where";
699 my $sth = dbh->prepare($count_sql) or die dbh->errstr;
700 $sth->execute or die $sth->errstr;
701 my $total = $sth->fetchrow_arrayref->[0];
702 #warn "$total cust_pay records to update\n"
704 local($DEBUG) = 2 if $total > 1000; #could be a while, force progress info
709 my @cust_pay = qsearch( {
710 'table' => 'cust_pay',
712 'extra_sql' => $where,
713 'order_by' => 'ORDER BY paynum',
716 foreach my $cust_pay (@cust_pay) {
718 my $h_cust_pay = $cust_pay->h_search('insert');
720 next if $cust_pay->otaker eq $h_cust_pay->history_user;
721 $cust_pay->otaker($h_cust_pay->history_user);
723 $cust_pay->otaker('legacy');
726 delete $FS::payby::hash{'COMP'}->{cust_pay}; #quelle kludge
727 my $error = $cust_pay->replace;
730 warn " *** WARNING: Error updating order taker for payment paynum ".
731 $cust_pay->paynun. ": $error\n";
735 $FS::payby::hash{'COMP'}->{cust_pay} = ''; #restore it
738 if ( $DEBUG > 1 && $lastprog + 30 < time ) {
739 warn "$me $count/$total (". sprintf('%.2f',100*$count/$total). '%)'. "\n";
745 $class->_upgrade_otaker(%opts);
755 =item batch_import HASHREF
757 Inserts new payments.
764 my $fh = $param->{filehandle};
765 my $agentnum = $param->{agentnum};
766 my $format = $param->{'format'};
767 my $paybatch = $param->{'paybatch'};
769 # here is the agent virtualization
770 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
774 if ( $format eq 'simple' ) {
775 @fields = qw( custnum agent_custid paid payinfo );
777 } elsif ( $format eq 'extended' ) {
778 die "unimplemented\n";
782 die "unknown format $format";
785 eval "use Text::CSV_XS;";
788 my $csv = new Text::CSV_XS;
792 local $SIG{HUP} = 'IGNORE';
793 local $SIG{INT} = 'IGNORE';
794 local $SIG{QUIT} = 'IGNORE';
795 local $SIG{TERM} = 'IGNORE';
796 local $SIG{TSTP} = 'IGNORE';
797 local $SIG{PIPE} = 'IGNORE';
799 my $oldAutoCommit = $FS::UID::AutoCommit;
800 local $FS::UID::AutoCommit = 0;
804 while ( defined($line=<$fh>) ) {
806 $csv->parse($line) or do {
807 $dbh->rollback if $oldAutoCommit;
808 return "can't parse: ". $csv->error_input();
811 my @columns = $csv->fields();
815 paybatch => $paybatch,
819 foreach my $field ( @fields ) {
821 if ( $field eq 'agent_custid'
823 && $columns[0] =~ /\S+/ )
826 my $agent_custid = $columns[0];
827 my %hash = ( 'agent_custid' => $agent_custid,
828 'agentnum' => $agentnum,
831 if ( $cust_pay{'custnum'} !~ /^\s*$/ ) {
832 $dbh->rollback if $oldAutoCommit;
833 return "can't specify custnum with agent_custid $agent_custid";
836 $cust_main = qsearchs({
837 'table' => 'cust_main',
839 'extra_sql' => $extra_sql,
842 unless ( $cust_main ) {
843 $dbh->rollback if $oldAutoCommit;
844 return "can't find customer with agent_custid $agent_custid";
848 $columns[0] = $cust_main->custnum;
851 $cust_pay{$field} = shift @columns;
854 my $cust_pay = new FS::cust_pay( \%cust_pay );
855 my $error = $cust_pay->insert;
858 $dbh->rollback if $oldAutoCommit;
859 return "can't insert payment for $line: $error";
862 if ( $format eq 'simple' ) {
863 # include agentnum for less surprise?
864 $cust_main = qsearchs({
865 'table' => 'cust_main',
866 'hashref' => { 'custnum' => $cust_pay->custnum },
867 'extra_sql' => $extra_sql,
871 unless ( $cust_main ) {
872 $dbh->rollback if $oldAutoCommit;
873 return "can't find customer to which payments apply at line: $line";
876 $error = $cust_main->apply_payments_and_credits;
878 $dbh->rollback if $oldAutoCommit;
879 return "can't apply payments to customer for $line: $error";
887 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
889 return "Empty file!" unless $imported;
899 Delete and replace methods.
903 L<FS::cust_pay_pending>, L<FS::cust_bill_pay>, L<FS::cust_bill>, L<FS::Record>,
904 schema.html from the base documentation.