Partial authorizations
[Business-OnlinePayment.git] / notes_for_module_writers_v3
1 These are the module writer's notes for v3.  See the regular
2 "notes_for_module_writers" file first.
3
4
5 = Business::OnlinePayment::HTTPS =
6
7   If your gateway is HTTPS-based, use (or convert to)
8   Business::OnlinePayment::HTTPS !!
9
10   Note: The correct thing for modern B:OP: gateway modules that need to
11    speak HTTPS to do is to use Business::OnlinePayment::HTTPS and depend on
12    "Net::HTTPS::Any" (since B:OP itself doesn't).
13
14
15 = Handling failures =
16
17     - If your processor module encounters a setup problem, communication
18       error or other problem that's prevents the card from even being
19       run, you should die (or croak) with a useful error message.  Setting
20       is_success to 0 and returning normally should only be done when the
21       transaction *processing* was sucessful (or at least elicited some sort
22       of result from the gateway), but the transaction itself returned a
23       "normal" decline status of some sort.
24       
25     - (NEW IN 3.00_04) You should set "failure_status" depending on the
26       specific failure result, if (and only if) the failure results from one
27       of the defined statuses:
28
29       - "expired"
30       - "nsf" (non-sufficient funds / credit limit)
31       - "stolen"
32       - "pickup"
33       - "blacklisted"
34       - "inactive" (inactive card or not authorized for card-not-present) (?)
35       - "decline" (other card/transaction declines only, not other errors)
36   
37
38 = (NEW IN 3.01) Introspection =
39
40   - Add an _info subroutine to your module that returns a hashref of
41     information:
42
43       sub _info {
44         {
45           'info_compat'           => '0.01', # always 0.01 for now,
46                                              # 0.02 will have requirements
47           'gateway_name'          => 'Example Gateway',
48           'gateway_url'           => 'http://www.example.com/',
49           'module_version'        => $VERSION,
50           'supported_types'       => [ qw( CC ECHECK ) ],
51           'token_support'         => 0, #card storage/tokenization support
52           'test_transaction'      => 0, #set true if ->test_transaction(1) works
53           'partial_auth'          => 1, #can gateway partial auth (new in 3.04)
54           'supported_actions'     => [
55                                        'Normal Authorization',
56                                        'Authorization Only',
57                                        'Post Authorization',
58                                        'Void',
59                                        'Credit',
60                                      ],
61         };
62       }
63
64     # or a more complicated case:
65
66       sub _info {
67         {
68           'info_compat'           => '0.01', # always 0.01 for now,
69                                              # 0.02 will have requirements
70           'gateway_name'          => 'Example Gateway',
71           'gateway_url'           => 'http://www.example.com/',
72           'module_version'        => $VERSION,
73           'module_notes'          => 'usage notes',
74           'supported_types'       => [ qw( CC ECHECK ) ],
75           'token_support'         => 1,
76           'test_transaction'      => 1,
77           'supported_actions'     => { 'CC' => [
78                                          'Normal Authorization',
79                                          'Authorization Only',
80                                          'Post Authorization',
81                                          'Void',
82                                          'Credit',
83                                          'Recurring Authorization',
84                                          'Modify Recurring Authorization',
85                                          'Cancel Recurring Authorization',
86                                        ],
87                                        'ECHECK' => [
88                                          'Normal Authorization',
89                                          'Void',
90                                          'Credit',
91                                        ],
92                                      },
93           'CC_void_requires_card' => 1,
94           'ECHECK_void_requires_account' => 1, #routing_code, account_number, name 
95         };
96       }
97
98
99 = authorization and order_number (NEWLY DOCUMENTED IN 3.01) =
100
101   Gateways will return one or two values from Authorization Only and
102   Normal Authorization transactions that must be submitted back with a
103   Post Authorization, Void, or Credit transaction.
104
105   If the gateway returns one value, return this as "authorization"
106
107   If the gateway returns two values, return one as "authorization" and the
108   other as "order_number".  Typically "authorization" is the more low-level
109   value returned from the underlying processing network while "order_number"
110   is a unique tranaction id generated by the gateway.
111
112
113 = Moo (NEWLY DOCUMENTED IN 3.04) =
114
115   Feel free to write gateway modules which use Moo.  Please do not require
116   Moo newer than 0.091011 at this time (until 2018 or so).
117
118
119 = Partial authorizations (NEWLY DOCUMENTED IN 3.04) =
120
121   If your gateway supports partial authorizations:
122
123   - Declare this in your "sub _info" introspection subroutine:
124       'partial_auth' => 1,
125
126   - Add "partial_auth_amount to your build_subs call in set_defaults, or add
127     one:
128       $self->build_subs('partial_auth_amount');
129
130   - Honor the transaction 'partial_auth' flag as follows:
131     + If this transaction flag is unset, the application is not expecting to
132       handle a partial authorzation.  So, either set the gateway flag disabling
133       partial authorizations, or (if your gatweay does not have such a
134       setting), immediately void any partial authorization received and
135       return is_success 0.
136     + If this transaction flag is set, the application can handle a partial
137       authorization.  Make sure the flag to enable them is passed to the
138       gateway, if necessary.  When a partial authorization is received, return
139       is_success 1, and the amount as "partial_auth_amount":
140         $self->partial_auth_amount( $partial_amount );
141       For normal full authorizations, "partial_auth_amount" must not be set.
142
143