X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=fs_selfservice%2FFS-SelfService%2FSelfService.pm;h=700e60b79d9a122916f350ad86b7d86ae26a1cab;hb=3266069ed722e942150d209d1eeb5604e5ddbae8;hp=6301b653add8548a6c46cfe54d1245b096b6ac8e;hpb=c17a293de4655acfe58e1996f84f43be0ab896d7;p=freeside.git diff --git a/fs_selfservice/FS-SelfService/SelfService.pm b/fs_selfservice/FS-SelfService/SelfService.pm index 6301b653a..700e60b79 100644 --- a/fs_selfservice/FS-SelfService/SelfService.pm +++ b/fs_selfservice/FS-SelfService/SelfService.pm @@ -32,6 +32,14 @@ $socket .= '.'.$tag if defined $tag && length($tag); 'switch_acct' => 'MyAccount/switch_acct', 'customer_info' => 'MyAccount/customer_info', 'customer_info_short' => 'MyAccount/customer_info_short', + 'customer_recurring' => 'MyAccount/customer_recurring', + + 'contact_passwd' => 'MyAccount/contact/contact_passwd', + 'list_contacts' => 'MyAccount/contact/list_contacts', + 'edit_contact' => 'MyAccount/contact/edit_contact', + 'delete_contact' => 'MyAccount/contact/delete_contact', + 'new_contact' => 'MyAccount/contact/new_contact', + 'billing_history' => 'MyAccount/billing_history', 'edit_info' => 'MyAccount/edit_info', #add to ss cgi! 'invoice' => 'MyAccount/invoice', @@ -80,12 +88,15 @@ $socket .= '.'.$tag if defined $tag && length($tag); 'part_svc_info' => 'MyAccount/part_svc_info', 'provision_acct' => 'MyAccount/provision_acct', 'provision_phone' => 'MyAccount/provision_phone', + 'provision_pbx' => 'MyAccount/provision_pbx', 'provision_external' => 'MyAccount/provision_external', + 'provision_forward' => 'MyAccount/provision_forward', 'unprovision_svc' => 'MyAccount/unprovision_svc', 'myaccount_passwd' => 'MyAccount/myaccount_passwd', 'reset_passwd' => 'MyAccount/reset_passwd', 'check_reset_passwd' => 'MyAccount/check_reset_passwd', 'process_reset_passwd' => 'MyAccount/process_reset_passwd', + 'validate_passwd' => 'MyAccount/validate_passwd', 'list_tickets' => 'MyAccount/list_tickets', 'create_ticket' => 'MyAccount/create_ticket', 'get_ticket' => 'MyAccount/get_ticket', @@ -96,7 +107,9 @@ $socket .= '.'.$tag if defined $tag && length($tag); 'access_info' => 'MyAccount/access_info', 'domain_select_hash' => 'Signup/domain_select_hash', # expose? 'new_customer' => 'Signup/new_customer', + 'new_customer_minimal' => 'Signup/new_customer_minimal', 'capture_payment' => 'Signup/capture_payment', + 'new_prospect' => 'Signup/new_prospect', #N/A 'clear_signup_cache' => 'Signup/clear_cache', 'new_agent' => 'Agent/new_agent', 'agent_login' => 'Agent/agent_login', @@ -113,6 +126,18 @@ $socket .= '.'.$tag if defined $tag && length($tag); 'start_thirdparty' => 'MyAccount/start_thirdparty', 'finish_thirdparty' => 'MyAccount/finish_thirdparty', + + 'list_quotations' => 'MyAccount/quotation/list_quotations', + 'quotation_new' => 'MyAccount/quotation/quotation_new', + 'quotation_delete' => 'MyAccount/quotation/quotation_delete', + 'quotation_info' => 'MyAccount/quotation/quotation_info', + 'quotation_print' => 'MyAccount/quotation/quotation_print', + 'quotation_add_pkg' => 'MyAccount/quotation/quotation_add_pkg', + 'quotation_remove_pkg' => 'MyAccount/quotation/quotation_remove_pkg', + 'quotation_order' => 'MyAccount/quotation/quotation_order', + + 'freesideinc_service' => 'Freeside/freesideinc_service', + ); @EXPORT_OK = ( keys(%autoload), @@ -251,10 +276,35 @@ FS::SelfService - Freeside self-service API #!!! order_pkg example + #quoting a package, then ordering after confirmation + + my $rv = quotation_new({ 'session_id' => $session_id }); + my $qnum = $rv->{quotationnum}; + # add packages to the quotation + $rv = quotation_add_pkg({ 'session_id' => $session_id, + 'quotationnum' => $qnum, + 'pkgpart' => $pkgpart, + 'quantity' => $quantity, # defaults to 1 + }); + # repeat until all packages are added + # view the pricing information + $rv = quotation_info({ 'session_id' => $session_id, + 'quotationnum' => $qnum, + }); + print "Total setup charges: ".$rv->{total_setup}."\n". + "Total recurring charges: ".$rv->{total_recur}."\n"; + # quotation_info also provides a detailed breakdown of charges, in + # $rv->{sections}. + + # ask customer for confirmation, then: + $rv = quotation_order({ 'session_id' => $session_id, + 'quotationnum' => $qnum, + }); + #!!! cancel_pkg example # signup functionality - use FS::SelfService qw( signup_info new_customer ); + use FS::SelfService qw( signup_info new_customer new_customer_minimal ); my $signup_info = signup_info; @@ -317,6 +367,37 @@ see XXXX instead. =item passwd +Changes the password for an existing user in svc_acct. Takes a hash +reference with the following keys: + +=over 4 + +=item username + +Username of the account (required) + +=item domain + +Domain of the account (required) + +=item old_password + +Old password (required) + +=item new_password + +New password (required) + +=item new_gecos + +New gecos + +=item new_shell + +New Shell + +=back + =item chfn =item chsh @@ -400,6 +481,31 @@ first last company address1 address2 city county state zip country daytime night =back +=item customer_recurring HASHREF + +Takes a hash reference as parameter with a single key B +or keys B and B. + +Returns a hash reference with the keys error, custnum and display_recurring. + +display_recurring is an arrayref of hashrefs with the following keys: + +=over 4 + +=item freq + +frequency of charge, in months unless units are specified + +=item freq_pretty + +frequency of charge, suitable for display + +=item amount + +amount charged at this frequency + +=back + =item edit_info HASHREF Takes a hash reference as parameter with any of the following keys: @@ -438,7 +544,7 @@ Invoice text =item list_invoices HASHREF -Returns a list of all customer invoices. Takes a hash references with a single +Returns a list of all customer invoices. Takes a hash reference with a single key, session_id. Returns a hash reference with the following keys: @@ -851,6 +957,10 @@ Number of total bytes gained by recharge Orders a package for this customer. +If signup_server-realtime is set, bills the new package, attemps to collect +payment and (for auto-payment customers) cancels the package if the payment is +declined. + Takes a hash reference as parameter with the following keys: =over 4 @@ -867,6 +977,11 @@ Package to order (see L). Quantity for this package order (default 1). +=item run_bill_events + +If true, runs billing events for the customer after ordering and billing the +package (signup_server-realtime must be set). + =item locationnum Optional locationnum for this package order, for existing locations. @@ -874,13 +989,22 @@ Optional locationnum for this package order, for existing locations. Or, for new locations, pass the following fields: address1*, address2, city*, county, state*, zip*, country. (* = required in this case) +(None of this is required at all if you are just ordering a package +at the customer's existing default service location.) + =item address1 -=item address 2 +=item address2 =item city -=item +=item county + +=item state + +=item zip + +=item country =item svcpart @@ -995,6 +1119,10 @@ Existing customer package. New package to order (see L). +=item quantity + +Quantity for this package order (default 1). + =back Returns a hash reference with the following keys: @@ -1036,7 +1164,7 @@ following keys: =item bill_date (Future) Bill date. Indicates a future date for which billing could be run. -Specified as a integer UNIX timestamp. Pass this value to the B +Specified as an integer UNIX timestamp. Pass this value to the B function. =item bill_date_pretty @@ -1052,7 +1180,7 @@ Base amount which will be charged if renewed early as of this date. Renewal date; i.e. even-futher future date at which the customer will be paid through if the early renewal is completed with the given B. -Specified as a integer UNIX timestamp. +Specified as an integer UNIX timestamp. =item renew_date_pretty @@ -1113,11 +1241,446 @@ Session identifier pkgpart of package to cancel +=item date + +Optional date, for future cancellation (expiration) instead of immediate +cancellation. Specified as an integer UNIX timestamp ("epoch time"). + =back Returns a hash reference with a single key, B, empty on success, or an error message on errors. +=item provision_acct + +Provisions an account (svc_acct). + +Takes a hash reference as parameter with the following keys: + +=over 4 + +=item session_id + +Session identifier + +=item pkgnum + +pkgnum of package into which this service is provisioned + +=item svcpart + +svcpart or service definition to provision + +=item username + +=item domsvc + +=item _password + +=back + +=item provision_phone + +Provisions a phone number (svc_phone). + +Takes a hash reference as parameter with the following keys: + +=over 4 + +=item session_id + +Session identifier + +=item pkgnum + +pkgnum of package into which this service is provisioned + +=item svcpart + +svcpart or service definition to provision + +=item countrycode + +=item phonenum + +=item address1 + +=item address2 + +=item city + +=item county + +=item state + +=item zip + +=item country + +E911 Address (optional) + +=back + +=item provision_pbx + +Provisions a customer PBX (svc_pbx). + +Takes a hash reference as parameter with the following keys: + +=over 4 + +=item session_id + +Session identifier + +=item pkgnum + +pkgnum of package into which this service is provisioned + +=item svcpart + +svcpart or service definition to provision + +=item id + +=item title + +=item max_extensions + +=item max_simultaneous + +=item ip_addr + +=back + +=item provision_external + +Provisions an external service (svc_external). + +Takes a hash reference as parameter with the following keys: + +=over 4 + +=item session_id + +Session identifier + +=item pkgnum + +pkgnum of package into which this service is provisioned + +=item svcpart + +svcpart or service definition to provision + +=item id + +=item title + +=back + +=back + +=head2 "MY ACCOUNT" CONTACT FUNCTIONS + +=over 4 + +=item contact_passwd + +Changes the password for the currently-logged in contact. + +Takes a hash reference as parameter with the following keys: + +=over 4 + +=item session_id + +=item new_password + +=back + +Returns a hash reference with a single parameter, B, which contains an +error message, or empty on success. + +=item list_contacts + +Takes a hash reference as parameter with a single key, B. + +Returns a hash reference with two parameters: B, which contains an error +message, or empty on success, and B, a list of contacts. + +B is an array reference of hash references (i.e. an array of structs, + in XML-RPC). Each hash reference (struct) has the following keys: + +=over 4 + +=item contactnum + +=item class + +Contact class name (contact type). + +=item first + +First name + +=item last + +Last name + +=item title + +Position ("Director of Silly Walks"), NOT honorific ("Mr." or "Mrs.") + +=item emailaddress + +Comma-separated list of email addresses + +=item comment + +=item selfservice_access + +Y when enabled + +=back + +=item edit_contact + +Updates information for the currently-logged in contact, or (optionally) the +specified contact. + +Takes a hash reference as parameter with the following keys: + +=over 4 + +=item session_id + +=item contactnum + +If already logged in as a contact, this is optional. + +=item first + +=item last + +=item emailaddress + +=back + +Returns a hash reference with a single parameter, B, which contains an +error message, or empty on success. + +=item new_contact + +Creates a new contact. + +Takes a hash reference as parameter with the following keys: + +=over 4 + +=item session_id + +=item first + +=item last + +=item emailaddress + +=item classnum + +Optional contact classnum (TODO: or name) + +=item comment + +=item selfservice_access + +Y to enable self-service access + +=item _password + +=back + +Returns a hash reference with a single parameter, B, which contains an +error message, or empty on success. + +=item delete_contact + +Deletes a contact. (Note: Cannot at this time delete the currently-logged in +contact.) + +Takes a hash reference as parameter with the following keys: + +=over 4 + +=item session_id + +=item contactnum + +=back + +Returns a hash reference with a single parameter, B, which contains an +error message, or empty on success. + +=back + +=head2 "MY ACCOUNT" QUOTATION FUNCTIONS + +All of these functions require the user to be logged in, and the 'session_id' +key to be included in the argument hashref.` + +=over 4 + +=item list_quotations HASHREF + +Returns a hashref listing this customer's active self-service quotations. +Contents are: + +=over 4 + +=item quotations + +an arrayref containing an element for each quotation. + +=item quotationnum + +the primary key + +=item _date + +the date it was started + +=item num_pkgs + +the number of packages + +=item total_setup + +the sum of setup fees + +=item total_recur + +the sum of recurring charges + +=back + +=item quotation_new HASHREF + +Creates an empty quotation and returns a hashref containing 'quotationnum', +the primary key of the new quotation. + +=item quotation_delete HASHREF + +Disables (does not really delete) a quotation. Takes the following arguments: + +=over 4 + +=item session_id + +=item quotationnum - the quotation to delete + +=back + +Returns 'error' => a string, which will be empty on success. + +=item quotation_info HASHREF + +Returns total and detailed pricing information on a quotation. + +Takes the following arguments: + +=over 4 + +=item session_id + +=item quotationnum - the quotation to return + +=back + +Returns a hashref containing: + +- total_setup, the total of setup fees (and their taxes) +- total_recur, the total of all recurring charges (and their taxes) +- sections, an arrayref containing an element for each quotation section. + - description, a line of text describing the group of charges + - subtotal, the total of charges in this group (if appropriate) + - detail_items, an arrayref of line items + - pkgnum, the reference number of the package + - description, the package name (or tax name) + - quantity + - amount, the amount charged + If the detail item represents a subtotal, it will instead contain: + - total_item: description of the subtotal + - total_amount: the subtotal amount + + +=item quotation_print HASHREF + +Renders the quotation as HTML or PDF. Takes the following arguments: + +=over 4 + +=item session_id + +=item quotationnum - the quotation to return + +=item format - 'html' or 'pdf' + +=back + +Returns a hashref containing 'document', the contents of the file. + +=item quotation_add_pkg HASHREF + +Adds a package to a quotation. Takes the following arguments: + +=over 4 + +=item session_id + +=item pkgpart - the package to add + +=item quotationnum - the quotation to add it to + +=item quantity - the package quantity (defaults to 1) + +=item address1, address2, city, state, zip, country - address fields to set +the service location + +=back + +Returns 'error' => a string, which will be empty on success. + +=item quotation_remove_pkg HASHREF + +Removes a package from a quotation. Takes the following arguments: + +=over 4 + +=item session_id + +=item pkgnum - the primary key (quotationpkgnum) of the package to remove + +=item quotationnum - the quotation to remove it from + +=back + +Returns 'error' => a string, which will be empty on success. + +=item quotation_order HASHREF + +Converts the packages in a quotation into real packages. Takes the following +arguments: + +Takes the following arguments: + +=over 4 + +=item session_id + +=item quotationnum - the quotation to order + +=back + =back =head1 SIGNUP FUNCTIONS @@ -1223,6 +1786,147 @@ Default country =back +=item new_customer_minimal HASHREF + +Creates a new customer. + +Current differences from new_customer: An address is not required. promo_code +and reg_code are not supported. If invoicing_list and _password is passed, a +contact will be created with self-service access (no pkgpart or username is +necessary). No initial billing is run (this may change in a future version). + +Takes a hash reference as parameter with the following keys: + +=over 4 + +=item first + +first name (required) + +=item last + +last name (required) + +=item ss + +(not typically collected; mostly used for ACH transactions) + +=item company + +Company name + +=item address1 + +Address line one + +=item address2 + +Address line two + +=item city + +City + +=item county + +County + +=item state + +State + +=item zip + +Zip or postal code + +=item daytime + +Daytime phone number + +=item night + +Evening phone number + +=item fax + +Fax number + +=item payby + +CARD, DCRD, CHEK, DCHK, LECB, BILL, COMP or PREPAY (see L (required) + +=item payinfo + +Card number for CARD/DCRD, account_number@aba_number for CHEK/DCHK, prepaid "pin" for PREPAY, purchase order number for BILL + +=item paycvv + +Credit card CVV2 number (1.5+ or 1.4.2 with CVV schema patch) + +=item paydate + +Expiration date for CARD/DCRD + +=item payname + +Exact name on credit card for CARD/DCRD, bank name for CHEK/DCHK + +=item invoicing_list + +comma-separated list of email addresses for email invoices. The special value 'POST' is used to designate postal invoicing (it may be specified alone or in addition to email addresses), + +=item referral_custnum + +referring customer number + +=item agentnum + +Agent number + +=item pkgpart + +pkgpart of initial package + +=item username + +Username + +=item _password + +Password + +=item sec_phrase + +Security phrase + +=item popnum + +Access number (index, not the literal number) + +=item countrycode + +Country code (to be provisioned as a service) + +=item phonenum + +Phone number (to be provisioned as a service) + +=item pin + +Voicemail PIN + +=back + +Returns a hash reference with the following keys: + +=over 4 + +=item error + +Empty on success, or an error message on errors. The special error '_decline' is returned for declined transactions; other error messages should be suitable for display to the user (and are customizable in under Configuration | View/Edit message catalog) + +=back + =item new_customer HASHREF Creates a new customer. Takes a hash reference as parameter with the