2 use base qw( FS::Record );
5 use vars qw( $DEBUG %import_info %export_info $conf );
6 use Scalar::Util qw(blessed);
8 use List::Util qw(sum);
11 use Date::Parse qw(str2time);
12 use Business::CreditCard qw(cardtype);
13 use FS::Record qw( dbh qsearch qsearchs );
20 FS::pay_batch - Object methods for pay_batch records
26 $record = new FS::pay_batch \%hash;
27 $record = new FS::pay_batch { 'column' => 'value' };
29 $error = $record->insert;
31 $error = $new_record->replace($old_record);
33 $error = $record->delete;
35 $error = $record->check;
39 An FS::pay_batch object represents an payment batch. FS::pay_batch inherits
40 from FS::Record. The following fields are currently supported:
44 =item batchnum - primary key
46 =item agentnum - optional agent number for agent batches
48 =item payby - CARD or CHEK
50 =item status - O (Open), I (In-transit), or R (Resolved)
52 =item download - time when the batch was first downloaded
54 =item upload - time when the batch was first uploaded
56 =item title - unique batch identifier
58 For incoming batches, the combination of 'title', 'payby', and 'agentnum'
69 Creates a new batch. To add the batch to the database, see L<"insert">.
71 Note that this stores the hash reference, not a distinct copy of the hash it
72 points to. You can ask the object for a copy with the I<hash> method.
76 # the new method can be inherited from FS::Record, if a table method is defined
78 sub table { 'pay_batch'; }
82 Adds this record to the database. If there is an error, returns the error,
83 otherwise returns false.
87 # the insert method can be inherited from FS::Record
91 Delete this record from the database.
95 # the delete method can be inherited from FS::Record
97 =item replace OLD_RECORD
99 Replaces the OLD_RECORD with this one in the database. If there is an error,
100 returns the error, otherwise returns false.
104 # the replace method can be inherited from FS::Record
108 Checks all fields to make sure this is a valid batch. If there is
109 an error, returns the error, otherwise returns false. Called by the insert
114 # the check method should currently be supplied - FS::Record contains some
115 # data checking routines
121 $self->ut_numbern('batchnum')
122 || $self->ut_enum('payby', [ 'CARD', 'CHEK' ])
123 || $self->ut_enum('status', [ 'O', 'I', 'R' ])
124 || $self->ut_foreign_keyn('agentnum', 'agent', 'agentnum')
125 || $self->ut_alphan('title')
127 return $error if $error;
129 if ( $self->title ) {
131 grep { !$self->batchnum or $_->batchnum != $self->batchnum }
132 qsearch('pay_batch', {
133 payby => $self->payby,
134 agentnum => $self->agentnum,
135 title => $self->title,
137 return "Batch already exists as batchnum ".$existing[0]->batchnum
146 Returns the L<FS::agent> object for this batch.
150 Returns all L<FS::cust_pay_batch> objects for this batch.
166 $self->status(shift);
167 $self->download(time)
168 if $self->status eq 'I' && ! $self->download;
170 if $self->status eq 'R' && ! $self->upload;
174 # further false laziness
176 %import_info = %export_info = ();
177 foreach my $INC (@INC) {
178 warn "globbing $INC/FS/pay_batch/*.pm\n" if $DEBUG;
179 foreach my $file ( glob("$INC/FS/pay_batch/*.pm")) {
180 warn "attempting to load batch format from $file\n" if $DEBUG;
181 $file =~ /\/(\w+)\.pm$/;
184 my ($import, $export, $name) =
185 eval "use FS::pay_batch::$mod;
186 ( \\%FS::pay_batch::$mod\::import_info,
187 \\%FS::pay_batch::$mod\::export_info,
188 \$FS::pay_batch::$mod\::name)";
189 $name ||= $mod; # in case it's not defined
191 # in FS::cdr this is a die, not a warn. That's probably a bug.
192 warn "error using FS::pay_batch::$mod (skipping): $@\n";
195 if(!keys(%$import)) {
196 warn "no \%import_info found in FS::pay_batch::$mod (skipping)\n";
199 $import_info{$name} = $import;
201 if(!keys(%$export)) {
202 warn "no \%export_info found in FS::pay_batch::$mod (skipping)\n";
205 $export_info{$name} = $export;
210 =item import_results OPTION => VALUE, ...
212 Import batch results. Can be called as an instance method, if you want to
213 automatically adjust status on a specific batch, or a class method, if you
214 don't know which batch(es) the results apply to.
218 I<filehandle> - open filehandle of results file.
220 I<format> - an L<FS::pay_batch> module
222 I<gateway> - an L<FS::payment_gateway> object for a batch gateway. This
223 takes precedence over I<format>.
225 I<no_close> - do not try to close batches
227 Supported format keys (defined in the specified FS::pay_batch module) are:
229 I<filetype> - required, can be CSV, fixed, variable, XML
231 I<fields> - required list of field names for each row/line
233 I<formatre> - regular expression for fixed filetype
235 I<parse> - required for variable filetype
237 I<xmlkeys> - required for XML filetype
239 I<xmlrow> - required for XML filetype
241 I<begin_condition> - sub, ignore all lines before this returns true
243 I<end_condition> - sub, stop processing lines when this returns true
245 I<end_hook> - sub, runs immediately after end_condition returns true
247 I<skip_condition> - sub, skip lines when this returns true
249 I<hook> - required, sub, runs before approved/declined conditions are checked
251 I<approved> - required, sub, returns true when approved
253 I<declined> - required, sub, returns true when declined
255 I<close_condition> - sub, decide whether or not to close the batch
262 my $param = ref($_[0]) ? shift : { @_ };
263 my $fh = $param->{'filehandle'};
264 my $job = $param->{'job'};
265 $job->update_statustext(0) if $job;
267 my $format = $param->{'format'};
268 my $info = $import_info{$format}
269 or die "unknown format $format";
271 my $conf = new FS::Conf;
273 my $filetype = $info->{'filetype'}; # CSV, fixed, variable
274 my @fields = @{ $info->{'fields'}};
275 my $formatre = $info->{'formatre'}; # for fixed
276 my $parse = $info->{'parse'}; # for variable
278 my $begin_condition = $info->{'begin_condition'};
279 my $end_condition = $info->{'end_condition'};
280 my $end_hook = $info->{'end_hook'};
281 my $skip_condition = $info->{'skip_condition'};
282 my $hook = $info->{'hook'};
283 my $approved_condition = $info->{'approved'};
284 my $declined_condition = $info->{'declined'};
285 my $close_condition = $info->{'close_condition'};
287 my %target_batches; # batches that had at least one payment updated
289 my $csv = new Text::CSV_XS;
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;
303 # if called on a specific pay_batch, check the status of that batch
305 my $reself = $self->select_for_update;
307 if ( $reself->status ne 'I'
308 and !$conf->exists('batch-manual_approval') ) {
309 $dbh->rollback if $oldAutoCommit;
310 return "batchnum ". $self->batchnum. "no longer in transit";
312 } # otherwise we can't enforce this constraint. sorry.
317 if ($filetype eq 'XML') {
318 eval "use XML::Simple";
320 my @xmlkeys = @{ $info->{'xmlkeys'} }; # for XML
321 my $xmlrow = $info->{'xmlrow'}; # also for XML
323 # Do everything differently.
324 my $data = XML::Simple::XMLin($fh, KeepRoot => 1);
326 # $xmlrow = [ RootKey, FirstLevelKey, SecondLevelKey... ]
327 $rows = $rows->{$_} foreach( @$xmlrow );
328 if(!defined($rows)) {
329 $dbh->rollback if $oldAutoCommit;
330 return "can't find rows in XML file";
332 $rows = [ $rows ] if ref($rows) ne 'ARRAY';
333 foreach my $row (@$rows) {
334 push @all_values, [ @{$row}{@xmlkeys}, $row ];
338 while ( defined($line=<$fh>) ) {
340 next if $line =~ /^\s*$/; #skip blank lines
342 if ($filetype eq "CSV") {
343 $csv->parse($line) or do {
344 $dbh->rollback if $oldAutoCommit;
345 return "can't parse: ". $csv->error_input();
347 push @all_values, [ $csv->fields(), $line ];
348 }elsif ($filetype eq 'fixed'){
349 my @values = ( $line =~ /$formatre/ );
351 $dbh->rollback if $oldAutoCommit;
352 return "can't parse: ". $line;
355 push @all_values, \@values;
357 elsif ($filetype eq 'variable') {
359 my @values = ( eval { $parse->($self, $line) } );
361 $dbh->rollback if $oldAutoCommit;
365 push @all_values, \@values;
368 $dbh->rollback if $oldAutoCommit;
369 return "Unknown file type $filetype";
375 foreach (@all_values) {
378 $job->update_statustext(int(100 * $num/scalar(@all_values)));
383 my $line = pop @values;
384 foreach my $field ( @fields ) {
385 my $value = shift @values;
387 $hash{$field} = $value;
390 if ( defined($begin_condition) ) {
391 if ( &{$begin_condition}(\%hash, $line) ) {
392 undef $begin_condition;
399 if ( defined($end_condition) and &{$end_condition}(\%hash, $line) ) {
401 $error = &{$end_hook}(\%hash, $total, $line) if defined($end_hook);
403 $dbh->rollback if $oldAutoCommit;
409 if ( defined($skip_condition) and &{$skip_condition}(\%hash, $line) ) {
414 qsearchs('cust_pay_batch', { 'paybatchnum' => $hash{'paybatchnum'}+0 } );
415 unless ( $cust_pay_batch ) {
416 return "unknown paybatchnum $hash{'paybatchnum'}\n";
418 # remember that we've touched this batch
419 $target_batches{ $cust_pay_batch->batchnum } = 1;
421 my $custnum = $cust_pay_batch->custnum,
422 my $payby = $cust_pay_batch->payby,
424 &{$hook}(\%hash, $cust_pay_batch->hashref);
426 my $new_cust_pay_batch = new FS::cust_pay_batch { $cust_pay_batch->hash };
429 if ( &{$approved_condition}(\%hash) ) {
431 foreach ('paid', '_date', 'payinfo') {
432 $new_cust_pay_batch->$_($hash{$_}) if $hash{$_};
434 $error = $new_cust_pay_batch->approve(%hash);
435 $total += $hash{'paid'};
437 } elsif ( &{$declined_condition}(\%hash) ) {
439 $error = $new_cust_pay_batch->decline($hash{'error_message'});;
444 $dbh->rollback if $oldAutoCommit;
448 # purge CVV when the batch is processed
449 if ( $payby =~ /^(CARD|DCRD)$/ ) {
450 my $payinfo = $hash{'payinfo'} || $cust_pay_batch->payinfo;
451 if ( ! grep { $_ eq cardtype($payinfo) }
452 $conf->config('cvv-save') ) {
453 $new_cust_pay_batch->cust_main->remove_cvv;
458 } # foreach (@all_values)
460 # decide whether to close batches that had payments posted
461 if ( !$param->{no_close} ) {
462 foreach my $batchnum (keys %target_batches) {
463 my $pay_batch = FS::pay_batch->by_key($batchnum);
465 if ( defined($close_condition) ) {
466 # Allow the module to decide whether to close the batch.
467 # $close_condition can also die() to abort the whole import.
468 $close = eval { $close_condition->($pay_batch) };
475 my $error = $pay_batch->set_status('R');
477 $dbh->rollback if $oldAutoCommit;
481 } # foreach $batchnum
482 } # if (!$param->{no_close})
484 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
490 sub process_import_results {
493 $param->{'job'} = $job;
494 warn Dumper($param) if $DEBUG;
495 my $gatewaynum = delete $param->{'gatewaynum'};
497 $param->{'gateway'} = FS::payment_gateway->by_key($gatewaynum)
498 or die "gatewaynum '$gatewaynum' not found\n";
499 delete $param->{'format'}; # to avoid confusion
502 my $file = $param->{'uploaded_files'} or die "no files provided\n";
503 $file =~ s/^(\w+):([\.\w]+)$/$2/;
504 my $dir = '%%%FREESIDE_CACHE%%%/cache.' . $FS::UID::datasrc;
505 open( $param->{'filehandle'},
508 or die "unable to open '$file'.\n";
511 if ( $param->{gateway} ) {
512 $error = FS::pay_batch->import_from_gateway(%$param);
514 my $batchnum = delete $param->{'batchnum'} or die "no batchnum specified\n";
515 my $batch = FS::pay_batch->by_key($batchnum) or die "batchnum '$batchnum' not found\n";
516 $error = $batch->import_results($param);
519 die $error if $error;
522 =item import_from_gateway [ OPTIONS ]
524 Import results from a L<FS::payment_gateway>, using Business::BatchPayment,
525 and apply them. GATEWAY must use the Business::BatchPayment namespace.
527 This is a class method, since results can be applied to any batch.
528 The 'batch-reconsider' option determines whether an already-approved
529 or declined payment can have its status changed by a later import.
533 - gateway: the L<FS::payment_gateway>, required
534 - filehandle: a file name or handle to use as a data source.
535 - job: an L<FS::queue> object to update with progress messages.
539 sub import_from_gateway {
542 my $gateway = $opt{'gateway'};
543 my $conf = FS::Conf->new;
545 # unavoidable duplication with import_batch, for now
546 local $SIG{HUP} = 'IGNORE';
547 local $SIG{INT} = 'IGNORE';
548 local $SIG{QUIT} = 'IGNORE';
549 local $SIG{TERM} = 'IGNORE';
550 local $SIG{TSTP} = 'IGNORE';
551 local $SIG{PIPE} = 'IGNORE';
553 my $oldAutoCommit = $FS::UID::AutoCommit;
554 local $FS::UID::AutoCommit = 0;
557 my $job = delete($opt{'job'});
558 $job->update_statustext(0) if $job;
561 return "import_from_gateway requires a payment_gateway"
562 unless eval { $gateway->isa('FS::payment_gateway') };
565 'input' => $opt{'filehandle'}, # will do nothing if it's empty
566 # any other constructor options go here
570 my $errors_not_fatal = $conf->config('batch-errors_not_fatal');
571 if ( $errors_not_fatal ) {
572 # construct error trap
573 $proc_opt{'on_parse_error'} = sub {
574 my ($self, $line, $error) = @_;
575 push @item_errors, " '$line'\n$error";
579 my $processor = $gateway->batch_processor(%proc_opt);
581 my @processor_ids = map { $_->processor_id }
583 'table' => 'pay_batch',
584 'hashref' => { 'status' => 'I' },
585 'extra_sql' => q( AND processor_id != '' AND processor_id IS NOT NULL)
588 my @batches = $processor->receive(@processor_ids);
592 my $total_items = sum( map{$_->count} @batches);
594 # whether to allow items to change status
595 my $reconsider = $conf->exists('batch-reconsider');
597 # mutex all affected batches
598 my %pay_batch_for_update;
600 my %bop2payby = (CC => 'CARD', ECHECK => 'CHEK');
602 BATCH: foreach my $batch (@batches) {
604 my %incoming_batch = (
609 ITEM: foreach my $item ($batch->elements) {
611 my $cust_pay_batch; # the new batch entry (with status)
612 my $pay_batch; # the freeside batch it belongs to
613 my $payby; # CARD or CHEK
616 my $paybatch = $gateway->gatewaynum . '-' . $gateway->gateway_module .
617 ':' . $item->authorization . ':' . $item->order_number;
619 if ( $batch->incoming ) {
620 # This is a one-way batch.
621 # Locate the customer, find an open batch correct for them,
622 # create a payment. Don't bother creating a cust_pay_batch
625 if ( defined($item->customer_id)
626 and $item->customer_id =~ /^\d+$/
627 and $item->customer_id > 0 ) {
629 $cust_main = FS::cust_main->by_key($item->customer_id)
630 || qsearchs('cust_main',
631 { 'agent_custid' => $item->customer_id }
634 push @item_errors, "Unknown customer_id ".$item->customer_id;
639 push @item_errors, "Illegal customer_id '".$item->customer_id."'";
642 # it may also make sense to allow selecting the customer by
643 # invoice_number, but no modules currently work that way
645 $payby = $bop2payby{ $item->payment_type };
647 $agentnum = $cust_main->agentnum if $conf->exists('batch-spoolagent');
649 # create a batch if necessary
650 $pay_batch = $incoming_batch{$payby}->{$agentnum} ||=
652 status => 'R', # pre-resolve it
654 agentnum => $agentnum,
656 title => $batch->batch_id,
658 if ( !$pay_batch->batchnum ) {
659 $error = $pay_batch->insert;
660 die $error if $error; # can't do anything if this fails
663 if ( !$item->approved ) {
664 $error ||= "payment rejected - ".$item->error_message;
666 if ( !defined($item->amount) or $item->amount <= 0 ) {
667 $error ||= "no amount in item $num";
671 if ( $item->check_number ) {
672 $payby = 'BILL'; # right?
673 $payinfo = $item->check_number;
674 } elsif ( $item->assigned_token ) {
675 $payinfo = $item->assigned_token;
678 my $cust_pay = FS::cust_pay->new(
680 custnum => $cust_main->custnum,
681 _date => $item->payment_date->epoch,
682 paid => sprintf('%.2f',$item->amount),
684 invnum => $item->invoice_number,
685 batchnum => $pay_batch->batchnum,
687 gatewaynum => $gateway->gatewaynum,
688 processor => $gateway->gateway_module,
689 auth => $item->authorization,
690 order_number => $item->order_number,
693 $error ||= $cust_pay->insert;
694 eval { $cust_main->apply_payments };
698 push @item_errors, 'Payment for customer '.$item->customer_id."\n$error";
702 # This is a request/reply batch.
703 # Locate the request (the 'tid' attribute is the paybatchnum).
704 my $paybatchnum = $item->tid;
705 $cust_pay_batch = FS::cust_pay_batch->by_key($paybatchnum);
706 if (!$cust_pay_batch) {
707 push @item_errors, "paybatchnum $paybatchnum not found";
710 $payby = $cust_pay_batch->payby;
712 my $batchnum = $cust_pay_batch->batchnum;
713 if ( $batch->batch_id and $batch->batch_id != $batchnum ) {
714 warn "batch ID ".$batch->batch_id.
715 " does not match batchnum ".$cust_pay_batch->batchnum."\n";
718 # lock the batch and check its status
719 $pay_batch = FS::pay_batch->by_key($batchnum);
720 $pay_batch_for_update{$batchnum} ||= $pay_batch->select_for_update;
721 if ( $pay_batch->status ne 'I' and !$reconsider ) {
722 $error = "batch $batchnum no longer in transit";
725 if ( $cust_pay_batch->status ) {
726 my $new_status = $item->approved ? 'approved' : 'declined';
727 if ( lc( $cust_pay_batch->status ) eq $new_status ) {
728 # already imported with this status, so don't touch
731 elsif ( !$reconsider ) {
732 # then we're not allowed to change its status, so bail out
733 $error = "paybatchnum ".$item->tid.
734 " already resolved with status '". $cust_pay_batch->status . "'";
739 push @item_errors, "Payment for customer ".$cust_pay_batch->custnum."\n$error";
744 # update payinfo, if needed
745 if ( $item->assigned_token ) {
746 $new_payinfo = $item->assigned_token;
747 } elsif ( $payby eq 'CARD' ) {
748 $new_payinfo = $item->card_number if $item->card_number;
749 } else { #$payby eq 'CHEK'
750 $new_payinfo = $item->account_number . '@' . $item->routing_code
751 if $item->account_number;
753 $cust_pay_batch->set('payinfo', $new_payinfo) if $new_payinfo;
755 # set "paid" pseudo-field (transfers to cust_pay) to the actual amount
756 # paid, if the batch says it's different from the amount requested
757 if ( defined $item->amount ) {
758 $cust_pay_batch->set('paid', $item->amount);
760 $cust_pay_batch->set('paid', $cust_pay_batch->amount);
763 # set payment date to when it was processed
764 $cust_pay_batch->_date($item->payment_date->epoch)
765 if $item->payment_date;
768 if ( $item->approved ) {
769 # follow Billing_Realtime format for paybatch
770 $error = $cust_pay_batch->approve(
771 'gatewaynum' => $gateway->gatewaynum,
772 'processor' => $gateway->gateway_module,
773 'auth' => $item->authorization,
774 'order_number' => $item->order_number,
776 $total += $cust_pay_batch->paid;
779 $error = $cust_pay_batch->decline($item->error_message,
780 $item->failure_status);
784 push @item_errors, "Payment for customer ".$cust_pay_batch->custnum."\n$error";
790 $job->update_statustext(int(100 * $num/( $total_items ) ),
791 'Importing batch items')
796 } #foreach $batch (input batch, not pay_batch)
798 # Format an error message
799 if ( @item_errors ) {
800 my $error_text = join("\n\n",
801 "Errors during batch import: ".scalar(@item_errors),
804 if ( $errors_not_fatal ) {
805 my $message = "Import from gateway ".$gateway->label." errors: ".$error_text;
806 my $log = FS::Log->new('FS::pay_batch::import_from_gateway');
807 $log->error($message);
810 $dbh->rollback if $oldAutoCommit;
815 # Auto-resolve (with brute-force error handling)
816 foreach my $pay_batch (values %pay_batch_for_update) {
817 my $error = $pay_batch->try_to_resolve;
820 $dbh->rollback if $oldAutoCommit;
825 $dbh->commit if $oldAutoCommit;
831 Resolve this batch if possible. A batch can be resolved if all of its
832 entries have status. If the system options 'batch-auto_resolve_days'
833 and 'batch-auto_resolve_status' are set, and the batch's download date is
834 at least (batch-auto_resolve_days) before the current time, then it can
835 be auto-resolved; entries with no status will be approved or declined
836 according to the batch-auto_resolve_status setting.
842 my $conf = FS::Conf->new;;
844 return if $self->status ne 'I';
846 my @unresolved = qsearch('cust_pay_batch',
848 batchnum => $self->batchnum,
853 if ( @unresolved and $conf->exists('batch-auto_resolve_days') ) {
854 my $days = $conf->config('batch-auto_resolve_days'); # can be zero
855 # either 'approve' or 'decline'
856 my $action = $conf->config('batch-auto_resolve_status') || '';
860 time > ($self->download + 86400 * $days)
864 foreach my $cpb (@unresolved) {
865 if ( $action eq 'approve' ) {
866 # approve it for the full amount
867 $cpb->set('paid', $cpb->amount) unless ($cpb->paid || 0) > 0;
868 $error = $cpb->approve($self->batchnum);
870 elsif ( $action eq 'decline' ) {
871 $error = $cpb->decline('No response from processor');
873 return $error if $error;
875 } elsif ( @unresolved ) {
876 # auto resolve is not enabled, and we're not ready to resolve
880 $self->set_status('R');
883 =item prepare_for_export
885 Prepare the batch to be exported. This will:
886 - Set the status to "in transit".
887 - If batch-increment_expiration is set and this is a credit card batch,
888 increment expiration dates that are in the past.
889 - If this is the first download for this batch, adjust payment amounts to
890 not be greater than the customer's current balance. If the customer's
891 balance is zero, the entry will be removed.
893 Use this within a transaction.
897 sub prepare_for_export {
899 my $conf = FS::Conf->new;
900 my $curuser = $FS::CurrentUser::CurrentUser;
903 my $status = $self->status;
904 if ($status eq 'O') {
906 my $error = $self->set_status('I');
907 return "error updating pay_batch status: $error\n" if $error;
908 } elsif ($status eq 'I' && $curuser->access_right('Reprocess batches')) {
910 } elsif ($status eq 'R' &&
911 $curuser->access_right('Redownload resolved batches')) {
914 die "No pending batch.\n";
917 my @cust_pay_batch = sort { $a->paybatchnum <=> $b->paybatchnum }
918 $self->cust_pay_batch;
920 # handle batch-increment_expiration option
921 if ( $self->payby eq 'CARD' ) {
922 my ($cmon, $cyear) = (localtime(time))[4,5];
923 foreach (@cust_pay_batch) {
924 my $etime = str2time($_->exp) or next;
925 my ($day, $mon, $year) = (localtime($etime))[3,4,5];
926 if( $conf->exists('batch-increment_expiration') ) {
927 $year++ while( $year < $cyear or ($year == $cyear and $mon <= $cmon) );
928 $_->exp( sprintf('%4u-%02u-%02u', $year + 1900, $mon+1, $day) );
930 my $error = $_->replace;
931 return $error if $error;
935 if ($first_download) { #remove or reduce entries if customer's balance changed
937 foreach my $cust_pay_batch (@cust_pay_batch) {
939 my $balance = $cust_pay_batch->cust_main->balance;
940 if ($balance <= 0) { # then don't charge this customer
941 my $error = $cust_pay_batch->delete;
942 return $error if $error;
943 } elsif ($balance < $cust_pay_batch->amount) {
944 # reduce the charge to the remaining balance
945 $cust_pay_batch->amount($balance);
946 my $error = $cust_pay_batch->replace;
947 return $error if $error;
949 # else $balance >= $cust_pay_batch->amount
951 } #if $first_download
956 =item export_batch [ format => FORMAT | gateway => GATEWAY ]
958 Export batch for processing. FORMAT is the name of an L<FS::pay_batch>
959 module, in which case the configuration options are in 'batchconfig-FORMAT'.
961 Alternatively, GATEWAY can be an L<FS::payment_gateway> object set to a
962 L<Business::BatchPayment> module.
970 my $conf = new FS::Conf;
973 my $gateway = $opt{'gateway'};
975 # welcome to the future
976 my $fh = IO::Scalar->new(\$batch);
977 $self->export_to_gateway($gateway, 'file' => $fh);
981 my $format = $opt{'format'} || $conf->config('batch-default_format')
982 or die "No batch format configured\n";
984 my $info = $export_info{$format} or die "Format not found: '$format'\n";
986 &{$info->{'init'}}($conf, $self->agentnum) if exists($info->{'init'});
988 my $oldAutoCommit = $FS::UID::AutoCommit;
989 local $FS::UID::AutoCommit = 0;
992 my $error = $self->prepare_for_export;
994 die $error if $error;
998 my @cust_pay_batch = $self->cust_pay_batch;
1000 my $delim = exists($info->{'delimiter'}) ? $info->{'delimiter'} : "\n";
1002 my $h = $info->{'header'};
1003 if (ref($h) eq 'CODE') {
1004 $batch .= &$h($self, \@cust_pay_batch). $delim;
1006 $batch .= $h. $delim;
1009 foreach my $cust_pay_batch (@cust_pay_batch) {
1011 $batchtotal += $cust_pay_batch->amount;
1013 &{$info->{'row'}}($cust_pay_batch, $self, $batchcount, $batchtotal).
1017 my $f = $info->{'footer'};
1018 if (ref($f) eq 'CODE') {
1019 $batch .= &$f($self, $batchcount, $batchtotal). $delim;
1021 $batch .= $f. $delim;
1024 if ($info->{'autopost'}) {
1025 my $error = &{$info->{'autopost'}}($self, $batch);
1027 $dbh->rollback or die $dbh->errstr if $oldAutoCommit;
1032 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1036 =item export_to_gateway GATEWAY OPTIONS
1038 Given L<FS::payment_gateway> GATEWAY, export the items in this batch to
1039 that gateway via Business::BatchPayment. OPTIONS may include:
1041 - file: override the default transport and write to this file (name or handle)
1045 sub export_to_gateway {
1047 my ($self, $gateway, %opt) = @_;
1049 my $oldAutoCommit = $FS::UID::AutoCommit;
1050 local $FS::UID::AutoCommit = 0;
1053 my $error = $self->prepare_for_export;
1054 die $error if $error;
1057 'output' => $opt{'file'}, # will do nothing if it's empty
1058 # any other constructor options go here
1060 my $processor = $gateway->batch_processor(%proc_opt);
1062 my @items = map { $_->request_item } $self->cust_pay_batch;
1063 my $batch = Business::BatchPayment->create(Batch =>
1064 batch_id => $self->batchnum,
1067 $processor->submit($batch);
1069 if ($batch->processor_id) {
1070 $self->set('processor_id',$batch->processor_id);
1074 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1078 sub manual_approve {
1082 my $usernum = $opt{'usernum'} || die "manual approval requires a usernum";
1083 my $conf = FS::Conf->new;
1084 return 'manual batch approval disabled'
1085 if ( ! $conf->exists('batch-manual_approval') );
1086 return 'batch already resolved' if $self->status eq 'R';
1087 return 'batch not yet submitted' if $self->status eq 'O';
1089 local $SIG{HUP} = 'IGNORE';
1090 local $SIG{INT} = 'IGNORE';
1091 local $SIG{QUIT} = 'IGNORE';
1092 local $SIG{TERM} = 'IGNORE';
1093 local $SIG{TSTP} = 'IGNORE';
1094 local $SIG{PIPE} = 'IGNORE';
1096 my $oldAutoCommit = $FS::UID::AutoCommit;
1097 local $FS::UID::AutoCommit = 0;
1101 foreach my $cust_pay_batch (
1102 qsearch('cust_pay_batch', { batchnum => $self->batchnum,
1105 my $new_cust_pay_batch = new FS::cust_pay_batch {
1106 $cust_pay_batch->hash,
1107 'paid' => $cust_pay_batch->amount,
1109 'usernum' => $usernum,
1111 my $error = $new_cust_pay_batch->approve();
1112 # there are no approval options here (authorization, order_number, etc.)
1113 # because the transaction wasn't really approved
1116 return 'paybatchnum '.$cust_pay_batch->paybatchnum.": $error";
1120 $self->set_status('R');
1126 # Set up configuration for gateways that have a Business::BatchPayment
1129 eval "use Class::MOP;";
1131 warn "Moose/Class::MOP not available.\n$@\nSkipping pay_batch upgrade.\n";
1134 my $conf = FS::Conf->new;
1135 for my $format (keys %export_info) {
1136 my $mod = "FS::pay_batch::$format";
1137 if ( $mod->can('_upgrade_gateway')
1138 and $conf->exists("batchconfig-$format") ) {
1141 my ($module, %gw_options) = $mod->_upgrade_gateway;
1142 my $gateway = FS::payment_gateway->new({
1143 gateway_namespace => 'Business::BatchPayment',
1144 gateway_module => $module,
1146 my $error = $gateway->insert(%gw_options);
1148 warn "Failed to migrate '$format' to a Business::BatchPayment::$module gateway:\n$error\n";
1152 # test whether it loads
1153 my $processor = eval { $gateway->batch_processor };
1154 if ( !$processor ) {
1155 warn "Couldn't load Business::BatchPayment module for '$format'.\n";
1156 # if not, remove it so it doesn't hang around and break things
1160 # remove the batchconfig-*
1161 warn "Created Business::BatchPayment gateway '".$gateway->label.
1162 "' for '$format' batch processing.\n";
1163 $conf->delete("batchconfig-$format");
1165 # and if appropriate, make it the system default
1166 for my $payby (qw(CARD CHEK)) {
1167 if ( ($conf->config("batch-fixed_format-$payby") || '') eq $format ) {
1168 warn "Setting as default for $payby.\n";
1169 $conf->set("batch-gateway-$payby", $gateway->gatewaynum);
1170 $conf->delete("batch-fixed_format-$payby");
1174 } #if can('_upgrade_gateway') and batchconfig-$format
1184 status is somewhat redundant now that download and upload exist
1188 L<FS::Record>, schema.html from the base documentation.