1 package FS::cust_main::Billing_Realtime;
4 use vars qw( $conf $DEBUG $me );
5 use vars qw( $realtime_bop_decline_quiet ); #ugh
8 use Business::CreditCard 0.35;
9 use Business::OnlinePayment;
10 use FS::UID qw( dbh myconnect );
11 use FS::Record qw( qsearch qsearchs );
14 use FS::cust_pay_pending;
15 use FS::cust_bill_pay;
18 use FS::payment_gateway;
19 use FS::Misc::Savepoint;
21 $realtime_bop_decline_quiet = 0;
23 # 1 is mostly method/subroutine entry and options
24 # 2 traces progress of some operations
25 # 3 is even more information including possibly sensitive data
27 $me = '[FS::cust_main::Billing_Realtime]';
30 our $BOP_TESTING_SUCCESS = 1;
31 our $BOP_TESTING_TIMESTAMP = '';
33 install_callback FS::UID sub {
35 #yes, need it for stuff below (prolly should be cached)
40 FS::cust_main::Billing_Realtime - Realtime billing mixin for cust_main
46 These methods are available on FS::cust_main objects.
52 =item realtime_cust_payby
56 sub realtime_cust_payby {
57 my( $self, %options ) = @_;
59 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
61 $options{amount} = $self->balance unless exists( $options{amount} );
63 my @cust_payby = $self->cust_payby('CARD','CHEK');
66 foreach my $cust_payby (@cust_payby) {
67 $error = $cust_payby->realtime_bop( %options, );
71 #XXX what about the earlier errors?
77 =item realtime_collect [ OPTION => VALUE ... ]
79 Attempt to collect the customer's current balance with a realtime credit
80 card or electronic check transaction (see realtime_bop() below).
82 Returns the result of realtime_bop(): nothing, an error message, or a
83 hashref of state information for a third-party transaction.
85 Available options are: I<method>, I<amount>, I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>, I<pkgnum>
87 I<method> is one of: I<CC> or I<ECHECK>. If none is specified
88 then it is deduced from the customer record.
90 If no I<amount> is specified, then the customer balance is used.
92 The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
93 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
94 if set, will override the value from the customer record.
96 I<description> is a free-text field passed to the gateway. It defaults to
97 the value defined by the business-onlinepayment-description configuration
98 option, or "Internet services" if that is unset.
100 If an I<invnum> is specified, this payment (if successful) is applied to the
103 I<apply> will automatically apply a resulting payment.
105 I<quiet> can be set true to suppress email decline notices.
107 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
108 resulting paynum, if any.
110 I<payunique> is a unique identifier for this payment.
112 I<session_id> is a session identifier associated with this payment.
114 I<depend_jobnum> allows payment capture to unlock export jobs
118 # Currently only used by ClientAPI
119 sub realtime_collect {
120 my( $self, %options ) = @_;
122 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
125 warn "$me realtime_collect:\n";
126 warn " $_ => $options{$_}\n" foreach keys %options;
129 $options{amount} = $self->balance unless exists( $options{amount} );
130 return '' unless $options{amount} > 0;
132 #huh, in v4, realtime_bop no longer will just process a card without passing
133 # payinfo or cust_payby...
134 if ( ! $options{'payinfo'} && ! $options{'cust_payby'} && $self->has_cust_payby_auto ) {
135 my @cust_payby = $self->cust_payby;
136 $options{'cust_payby'} = $cust_payby[0];
139 return $self->realtime_bop({%options});
143 =item realtime_bop { [ ARG => VALUE ... ] }
145 Runs a realtime credit card or ACH (electronic check) transaction
146 via a Business::OnlinePayment realtime gateway. See
147 L<http://420.am/business-onlinepayment> for supported gateways.
149 Required arguments in the hashref are I<amount> and either
150 I<cust_payby> or I<method>, I<payinfo> and (as applicable for method)
151 I<payname>, I<address1>, I<address2>, I<city>, I<state>, I<zip> and I<paydate>.
153 Available methods are: I<CC>, I<ECHECK>, or I<PAYPAL>
155 Available optional arguments are: I<description>, I<invnum>, I<apply>, I<quiet>, I<paynum_ref>, I<payunique>, I<session_id>
157 I<description> is a free-text field passed to the gateway. It defaults to
158 the value defined by the business-onlinepayment-description configuration
159 option, or "Internet services" if that is unset.
161 If an I<invnum> is specified, this payment (if successful) is applied to the
162 specified invoice. If the customer has exactly one open invoice, that
163 invoice number will be assumed. If you don't specify an I<invnum> you might
164 want to call the B<apply_payments> method or set the I<apply> option.
166 I<no_invnum> can be set to true to prevent that default invnum from being set.
168 I<apply> can be set to true to run B<apply_payments_and_credits> on success.
170 I<no_auto_apply> can be set to true to set that flag on the resulting payment
171 (prevents payment from being applied by B<apply_payments> or B<apply_payments_and_credits>,
172 but will still be applied if I<invnum> exists...use with I<no_invnum> for intended effect.)
174 I<quiet> can be set true to surpress email decline notices.
176 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
177 resulting paynum, if any.
179 I<payunique> is a unique identifier for this payment.
181 I<session_id> is a session identifier associated with this payment.
183 I<depend_jobnum> allows payment capture to unlock export jobs
185 I<discount_term> attempts to take a discount by prepaying for discount_term.
186 The payment will fail if I<amount> is incorrect for this discount term.
188 A direct (Business::OnlinePayment) transaction will return nothing on success,
189 or an error message on failure.
191 A third-party transaction will return a hashref containing:
193 - popup_url: the URL to which a browser should be redirected to complete
195 - collectitems: an arrayref of name-value pairs to be posted to popup_url.
196 - reference: a reference ID for the transaction, to show the customer.
198 (moved from cust_bill) (probably should get realtime_{card,ach,lec} here too)
202 # some helper routines
204 # _bop_recurring_billing: Checks whether this payment should have the
205 # recurring_billing flag used by some B:OP interfaces (IPPay, PlugnPay,
206 # vSecure, etc.). This works in two different modes:
207 # - actual_oncard (default): treat the payment as recurring if the customer
208 # has made a payment using this card before.
209 # - transaction_is_recur: treat the payment as recurring if the invoice
210 # being paid has any recurring package charges.
212 sub _bop_recurring_billing {
213 my( $self, %opt ) = @_;
215 my $method = scalar($conf->config('credit_card-recurring_billing_flag'));
217 if ( defined($method) && $method eq 'transaction_is_recur' ) {
219 return 1 if $opt{'trans_is_recur'};
223 # return 1 if the payinfo has been used for another payment
224 return $self->payinfo_used($opt{'payinfo'}); # in payinfo_Mixin
232 #can run safely as class method if opt payment_gateway already exists
233 sub _payment_gateway {
234 my ($self, $options) = @_;
236 if ( $options->{'fake_gatewaynum'} ) {
237 $options->{payment_gateway} =
238 qsearchs('payment_gateway',
239 { 'gatewaynum' => $options->{'fake_gatewaynum'}, }
243 $options->{payment_gateway} = $self->agent->payment_gateway( %$options )
244 unless exists($options->{payment_gateway});
246 $options->{payment_gateway};
254 'login' => $options->{payment_gateway}->gateway_username,
255 'password' => $options->{payment_gateway}->gateway_password,
263 $options->{payment_gateway}->gatewaynum
264 ? $options->{payment_gateway}->options
265 : @{ $options->{payment_gateway}->get('options') };
270 my ($self, $options) = @_;
272 unless ( $options->{'description'} ) {
273 if ( $conf->exists('business-onlinepayment-description') ) {
274 my $dtempl = $conf->config('business-onlinepayment-description');
276 my $agent = $self->agent->agent;
278 $options->{'description'} = eval qq("$dtempl");
280 $options->{'description'} = 'Internet services';
284 # Default invoice number if the customer has exactly one open invoice.
285 unless ( $options->{'invnum'} || $options->{'no_invnum'} ) {
286 $options->{'invnum'} = '';
287 my @open = $self->open_cust_bill;
288 $options->{'invnum'} = $open[0]->invnum if scalar(@open) == 1;
294 sub _bop_cust_payby_options {
296 my $cust_payby = $options->{'cust_payby'};
299 $options->{'method'} = FS::payby->payby2bop( $cust_payby->payby );
301 if ($cust_payby->payby =~ /^(CARD|DCRD)$/) {
302 # false laziness with cust_payby->check
303 # which might not have been run yet
305 if ( $cust_payby->paydate =~ /^(\d{1,2})[\/\-](\d{2}(\d{2})?)$/ ) {
306 ( $m, $y ) = ( $1, length($2) == 4 ? $2 : "20$2" );
307 } elsif ( $cust_payby->paydate =~ /^19(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
308 ( $m, $y ) = ( $2, "19$1" );
309 } elsif ( $cust_payby->paydate =~ /^(20)?(\d{2})[\/\-](\d{1,2})[\/\-]\d+$/ ) {
310 ( $m, $y ) = ( $3, "20$2" );
312 return "Illegal expiration date: ". $cust_payby->paydate;
314 $m = sprintf('%02d',$m);
315 $options->{paydate} = "$y-$m-01";
317 $options->{paydate} = '';
320 $options->{$_} = $cust_payby->$_()
321 for qw( payinfo paycvv paymask paystart_month paystart_year
322 payissue payname paystate paytype payip );
324 if ( $cust_payby->locationnum ) {
325 my $cust_location = $cust_payby->cust_location;
326 $options->{$_} = $cust_location->$_() for qw( address1 address2 city state zip );
331 # can be called as class method,
332 # but can't load default name/phone fields as class method
334 my ($self, $options) = @_;
337 my $payip = $options->{'payip'};
338 $content{customer_ip} = $payip if length($payip);
340 $content{invoice_number} = $options->{'invnum'}
341 if exists($options->{'invnum'}) && length($options->{'invnum'});
343 $content{email_customer} =
344 ( $conf->exists('business-onlinepayment-email_customer')
345 || $conf->exists('business-onlinepayment-email-override') );
347 my ($payname, $payfirst, $paylast);
348 if ( $options->{payname} && $options->{method} ne 'ECHECK' ) {
349 ($payname = $options->{payname}) =~
350 /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
351 or return "Illegal payname $payname";
352 ($payfirst, $paylast) = ($1, $2);
353 } elsif (ref($self)) { # can't set payname if called as class method
354 $payfirst = $self->getfield('first');
355 $paylast = $self->getfield('last');
356 $payname = "$payfirst $paylast";
359 $content{last_name} = $paylast if $paylast;
360 $content{first_name} = $payfirst if $payfirst;
362 $content{name} = $payname if $payname;
364 $content{address} = $options->{'address1'};
365 my $address2 = $options->{'address2'};
366 $content{address} .= ", ". $address2 if length($address2);
368 $content{city} = $options->{'city'};
369 $content{state} = $options->{'state'};
370 $content{zip} = $options->{'zip'};
371 $content{country} = $options->{'country'};
373 # can't set phone if called as class method
374 $content{phone} = $self->daytime || $self->night
377 my $currency = $conf->exists('business-onlinepayment-currency')
378 && $conf->config('business-onlinepayment-currency');
379 $content{currency} = $currency if $currency;
384 # updates payinfo and cust_payby options with token from transaction
385 # can be called as a class method
387 my ($self,$transaction,$options) = @_;
388 if ( $transaction->can('card_token')
389 and $transaction->card_token
390 and !$self->tokenized($options->{'payinfo'})
392 $options->{'payinfo'} = $transaction->card_token;
393 $options->{'cust_payby'}->payinfo($transaction->card_token) if $options->{'cust_payby'};
394 return $transaction->card_token;
399 my %bop_method2payby = (
408 confess "Can't call realtime_bop within another transaction ".
409 '($FS::UID::AutoCommit is false)'
410 unless $FS::UID::AutoCommit || $BOP_TESTING;
412 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
414 my $log = FS::Log->new('FS::cust_main::Billing_Realtime::realtime_bop');
417 if (ref($_[0]) eq 'HASH') {
420 my ( $method, $amount ) = ( shift, shift );
422 $options{method} = $method;
423 $options{amount} = $amount;
426 return '' unless $options{amount} > 0;
428 # set fields from passed cust_payby
429 _bop_cust_payby_options(\%options);
431 # check for banned credit card/ACH
432 my $ban = FS::banned_pay->ban_search(
433 'payby' => $bop_method2payby{$options{method}},
434 'payinfo' => $options{payinfo},
436 return "Banned credit card" if $ban && $ban->bantype ne 'warn';
438 # possibly run a separate transaction to tokenize card number,
439 # so that we never store tokenized card info in cust_pay_pending
440 if (($options{method} eq 'CC') && !$self->tokenized($options{'payinfo'})) {
441 my $token_error = $self->realtime_tokenize(\%options);
442 return $token_error if $token_error;
443 # in theory, all cust_payby will be tokenized during original save,
444 # so we shouldn't get here with opt cust_payby...but just in case...
445 if ($options{'cust_payby'} && $self->tokenized($options{'payinfo'})) {
446 $token_error = $options{'cust_payby'}->replace;
447 return $token_error if $token_error;
452 # optional credit card surcharge
455 my $cc_surcharge = 0;
456 my $cc_surcharge_pct = 0;
457 $cc_surcharge_pct = $conf->config('credit-card-surcharge-percentage', $self->agentnum)
458 if $conf->config('credit-card-surcharge-percentage', $self->agentnum)
459 && $options{method} eq 'CC';
461 my $cc_surcharge_flat = 0;
462 $cc_surcharge_flat = $conf->config('credit-card-surcharge-flatfee', $self->agentnum)
463 if $conf->config('credit-card-surcharge-flatfee', $self->agentnum)
464 && $options{method} eq 'CC';
466 # always add cc surcharge if called from event
467 if($options{'cc_surcharge_from_event'} && ($cc_surcharge_pct > 0 || $cc_surcharge_flat > 0)) {
468 if ($options{'amount'} > 0) {
469 $cc_surcharge = ($options{'amount'} * ($cc_surcharge_pct / 100)) + $cc_surcharge_flat;
470 $options{'amount'} += $cc_surcharge;
471 $options{'amount'} = sprintf("%.2f", $options{'amount'}); # round (again)?
474 elsif($cc_surcharge_pct > 0 || $cc_surcharge_flat > 0) {
475 # we're called not from event (i.e. from a
476 # payment screen), so consider the given
477 # amount as post-surcharge
478 $cc_surcharge = $options{'amount'} - (($options{'amount'} - $cc_surcharge_flat) / ( 1 + $cc_surcharge_pct/100 )) if $options{'amount'} > 0;
481 $cc_surcharge = sprintf("%.2f",$cc_surcharge) if $cc_surcharge > 0;
482 $options{'cc_surcharge'} = $cc_surcharge;
486 warn "$me realtime_bop (new): $options{method} $options{amount}\n";
487 warn " cc_surcharge = $cc_surcharge\n";
490 warn " $_ => $options{$_}\n" foreach keys %options;
493 return $self->fake_bop(\%options) if $options{'fake'};
495 $self->_bop_defaults(\%options);
497 return "Missing payinfo"
498 unless $options{'payinfo'};
501 # set trans_is_recur based on invnum if there is one
504 my $trans_is_recur = 0;
505 if ( $options{'invnum'} ) {
507 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $options{'invnum'} } );
508 die "invnum ". $options{'invnum'}. " not found" unless $cust_bill;
514 $cust_bill->cust_bill_pkg;
517 if grep { $_->freq ne '0' } @part_pkg;
525 my $payment_gateway = $self->_payment_gateway( \%options );
526 my $namespace = $payment_gateway->gateway_namespace;
528 eval "use $namespace";
532 # check for term discount validity
535 my $discount_term = $options{discount_term};
536 if ( $discount_term ) {
537 my $bill = ($self->cust_bill)[-1]
538 or return "Can't apply a term discount to an unbilled customer";
539 my $plan = FS::discount_plan->new(
541 months => $discount_term
542 ) or return "No discount available for term '$discount_term'";
544 if ( $plan->discounted_total != $options{amount} ) {
545 return "Incorrect term prepayment amount (term $discount_term, amount $options{amount}, requires ".$plan->discounted_total.")";
553 my $bop_content = $self->_bop_content(\%options);
554 return $bop_content unless ref($bop_content);
556 my @invoicing_list = $self->invoicing_list_emailonly;
557 if ( $conf->exists('emailinvoiceautoalways')
558 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
559 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
560 push @invoicing_list, $self->all_emails;
563 my $email = ($conf->exists('business-onlinepayment-email-override'))
564 ? $conf->config('business-onlinepayment-email-override')
565 : $invoicing_list[0];
570 if ( $namespace eq 'Business::OnlinePayment' ) {
572 if ( $options{method} eq 'CC' ) {
574 $content{card_number} = $options{payinfo};
575 $paydate = $options{'paydate'};
576 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
577 $content{expiration} = "$2/$1";
579 $content{cvv2} = $options{'paycvv'}
580 if length($options{'paycvv'});
582 my $paystart_month = $options{'paystart_month'};
583 my $paystart_year = $options{'paystart_year'};
584 $content{card_start} = "$paystart_month/$paystart_year"
585 if $paystart_month && $paystart_year;
587 my $payissue = $options{'payissue'};
588 $content{issue_number} = $payissue if $payissue;
590 if ( $self->_bop_recurring_billing(
591 'payinfo' => $options{'payinfo'},
592 'trans_is_recur' => $trans_is_recur,
596 $content{recurring_billing} = 'YES';
597 $content{acct_code} = 'rebill'
598 if $conf->exists('credit_card-recurring_billing_acct_code');
601 } elsif ( $options{method} eq 'ECHECK' ){
603 ( $content{account_number}, $content{routing_code} ) =
604 split('@', $options{payinfo});
605 $content{bank_name} = $options{payname};
606 $content{bank_state} = $options{'paystate'};
607 $content{account_type}= uc($options{'paytype'}) || 'PERSONAL CHECKING';
609 $content{company} = $self->company if $self->company;
611 if ( $content{account_type} =~ /BUSINESS/i && $self->company ) {
612 $content{account_name} = $self->company;
614 $content{account_name} = $self->getfield('first'). ' '.
615 $self->getfield('last');
618 $content{customer_org} = $self->company ? 'B' : 'I';
619 $content{state_id} = exists($options{'stateid'})
620 ? $options{'stateid'}
621 : $self->getfield('stateid');
622 $content{state_id_state} = exists($options{'stateid_state'})
623 ? $options{'stateid_state'}
624 : $self->getfield('stateid_state');
625 $content{customer_ssn} = exists($options{'ss'})
630 die "unknown method ". $options{method};
633 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
636 die "unknown namespace $namespace";
643 my $balance = exists( $options{'balance'} )
644 ? $options{'balance'}
647 warn "claiming mutex on customer ". $self->custnum. "\n" if $DEBUG > 1;
648 $self->select_for_update; #mutex ... just until we get our pending record in
649 warn "obtained mutex on customer ". $self->custnum. "\n" if $DEBUG > 1;
651 #the checks here are intended to catch concurrent payments
652 #double-form-submission prevention is taken care of in cust_pay_pending::check
655 return "The customer's balance has changed; $options{method} transaction aborted."
656 if $self->balance < $balance;
658 #also check and make sure there aren't *other* pending payments for this cust
660 my @pending = qsearch('cust_pay_pending', {
661 'custnum' => $self->custnum,
662 'status' => { op=>'!=', value=>'done' }
665 #for third-party payments only, remove pending payments if they're in the
666 #'thirdparty' (waiting for customer action) state.
667 if ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
668 foreach ( grep { $_->status eq 'thirdparty' } @pending ) {
669 my $error = $_->delete;
670 warn "error deleting unfinished third-party payment ".
671 $_->paypendingnum . ": $error\n"
674 @pending = grep { $_->status ne 'thirdparty' } @pending;
677 return "A payment is already being processed for this customer (".
678 join(', ', map 'paypendingnum '. $_->paypendingnum, @pending ).
679 "); $options{method} transaction aborted."
682 #okay, good to go, if we're a duplicate, cust_pay_pending will kick us out
684 my $cust_pay_pending = new FS::cust_pay_pending {
685 'custnum' => $self->custnum,
686 'paid' => $options{amount},
687 '_date' => $BOP_TESTING ? $BOP_TESTING_TIMESTAMP : '',
688 'payby' => $bop_method2payby{$options{method}},
689 'payinfo' => $options{payinfo},
690 'paymask' => $options{paymask},
691 'paydate' => $paydate,
692 'recurring_billing' => $content{recurring_billing},
693 'pkgnum' => $options{'pkgnum'},
695 'gatewaynum' => $payment_gateway->gatewaynum || '',
696 'session_id' => $options{session_id} || '',
697 'jobnum' => $options{depend_jobnum} || '',
699 $cust_pay_pending->payunique( $options{payunique} )
700 if defined($options{payunique}) && length($options{payunique});
702 warn "inserting cust_pay_pending record for customer ". $self->custnum. "\n"
704 my $cpp_new_err = $cust_pay_pending->insert; #mutex lost when this is inserted
705 return $cpp_new_err if $cpp_new_err;
707 warn "inserted cust_pay_pending record for customer ". $self->custnum. "\n"
709 warn Dumper($cust_pay_pending) if $DEBUG > 2;
711 my( $action1, $action2 ) =
712 split( /\s*\,\s*/, $payment_gateway->gateway_action );
714 my $transaction = new $namespace( $payment_gateway->gateway_module,
715 _bop_options(\%options),
718 $transaction->content(
719 'type' => $options{method},
720 _bop_auth(\%options),
721 'action' => $action1,
722 'description' => $options{'description'},
723 'amount' => $options{amount},
724 #'invoice_number' => $options{'invnum'},
725 'customer_id' => $self->custnum,
727 'reference' => $cust_pay_pending->paypendingnum, #for now
728 'callback_url' => $payment_gateway->gateway_callback_url,
729 'cancel_url' => $payment_gateway->gateway_cancel_url,
734 $cust_pay_pending->status('pending');
735 my $cpp_pending_err = $cust_pay_pending->replace;
736 return $cpp_pending_err if $cpp_pending_err;
738 warn Dumper($transaction) if $DEBUG > 2;
740 unless ( $BOP_TESTING ) {
741 $transaction->test_transaction(1)
742 if $conf->exists('business-onlinepayment-test_transaction');
743 $transaction->submit();
745 if ( $BOP_TESTING_SUCCESS ) {
746 $transaction->is_success(1);
747 $transaction->authorization('fake auth');
749 $transaction->is_success(0);
750 $transaction->error_message('fake failure');
754 if ( $transaction->is_success() && $namespace eq 'Business::OnlineThirdPartyPayment' ) {
756 $cust_pay_pending->status('thirdparty');
757 my $cpp_err = $cust_pay_pending->replace;
758 return { error => $cpp_err } if $cpp_err;
759 return { reference => $cust_pay_pending->paypendingnum,
760 map { $_ => $transaction->$_ } qw ( popup_url collectitems ) };
762 } elsif ( !$BOP_TESTING && $transaction->is_success() && $action2 ) {
764 $cust_pay_pending->status('authorized');
765 my $cpp_authorized_err = $cust_pay_pending->replace;
766 return $cpp_authorized_err if $cpp_authorized_err;
768 my $auth = $transaction->authorization;
769 my $ordernum = $transaction->can('order_number')
770 ? $transaction->order_number
774 new Business::OnlinePayment( $payment_gateway->gateway_module,
775 _bop_options(\%options),
780 type => $options{method},
782 _bop_auth(\%options),
783 order_number => $ordernum,
784 amount => $options{amount},
785 authorization => $auth,
786 description => $options{'description'},
789 foreach my $field (qw( authorization_source_code returned_ACI
790 transaction_identifier validation_code
791 transaction_sequence_num local_transaction_date
792 local_transaction_time AVS_result_code )) {
793 $capture{$field} = $transaction->$field() if $transaction->can($field);
796 $capture->content( %capture );
798 $capture->test_transaction(1)
799 if $conf->exists('business-onlinepayment-test_transaction');
802 unless ( $capture->is_success ) {
803 my $e = "Authorization successful but capture failed, custnum #".
804 $self->custnum. ': '. $capture->result_code.
805 ": ". $capture->error_message;
813 # remove paycvv after initial transaction
816 # compare to FS::cust_main::save_cust_payby - check both to make sure working correctly
817 if ( length($options{'paycvv'})
818 && ! grep { $_ eq cardtype($options{payinfo}) } $conf->config('cvv-save')
820 my $error = $self->remove_cvv_from_cust_payby($options{payinfo});
822 $log->critical('Error removing cvv for cust '.$self->custnum.': '.$error);
823 #not returning error, should at least attempt to handle results of an otherwise valid transaction
824 warn "WARNING: error removing cvv: $error\n";
832 # This block will only run if the B::OP module supports card_token but not the Tokenize transaction;
833 # if that never happens, we should get rid of it (as it has the potential to store real card numbers on error)
834 if (my $card_token = $self->_tokenize_card($transaction,\%options)) {
835 # cpp will be replaced in _realtime_bop_result
836 $cust_pay_pending->payinfo($card_token);
837 if ($options{'cust_payby'} and my $error = $options{'cust_payby'}->replace) {
838 $log->critical('Error storing token for cust '.$self->custnum.', cust_payby '.$options{'cust_payby'}->custpaybynum.': '.$error);
839 #not returning error, should at least attempt to handle results of an otherwise valid transaction
840 #this leaves real card number in cust_payby, but can't do much else if cust_payby won't replace
848 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
860 if (ref($_[0]) eq 'HASH') {
863 my ( $method, $amount ) = ( shift, shift );
865 $options{method} = $method;
866 $options{amount} = $amount;
869 if ( $options{'fake_failure'} ) {
870 return "Error: No error; test failure requested with fake_failure";
873 my $cust_pay = new FS::cust_pay ( {
874 'custnum' => $self->custnum,
875 'invnum' => $options{'invnum'},
876 'paid' => $options{amount},
878 'payby' => $bop_method2payby{$options{method}},
879 'payinfo' => '4111111111111111',
880 'paydate' => '2012-05-01',
881 'processor' => 'FakeProcessor',
883 'order_number' => '32',
885 $cust_pay->payunique( $options{payunique} ) if length($options{payunique});
888 warn "fake_bop\n cust_pay: ". Dumper($cust_pay) . "\n options: ";
889 warn " $_ => $options{$_}\n" foreach keys %options;
892 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
895 $cust_pay->invnum(''); #try again with no specific invnum
896 my $error2 = $cust_pay->insert( $options{'manual'} ?
897 ( 'manual' => 1 ) : ()
900 # gah, even with transactions.
901 my $e = 'WARNING: Card/ACH debited but database not updated - '.
902 "error inserting (fake!) payment: $error2".
903 " (previously tried insert with invnum #$options{'invnum'}" .
910 if ( $options{'paynum_ref'} ) {
911 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
919 # item _realtime_bop_result CUST_PAY_PENDING, BOP_OBJECT [ OPTION => VALUE ... ]
921 # Wraps up processing of a realtime credit card or ACH (electronic check)
924 sub _realtime_bop_result {
925 my( $self, $cust_pay_pending, $transaction, %options ) = @_;
927 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
930 warn "$me _realtime_bop_result: pending transaction ".
931 $cust_pay_pending->paypendingnum. "\n";
932 warn " $_ => $options{$_}\n" foreach keys %options;
935 my $payment_gateway = $options{payment_gateway}
936 or return "no payment gateway in arguments to _realtime_bop_result";
938 $cust_pay_pending->status($transaction->is_success() ? 'captured' : 'declined');
939 my $cpp_captured_err = $cust_pay_pending->replace; #also saves post-transaction tokenization, if that happens
940 return $cpp_captured_err if $cpp_captured_err;
942 if ( $transaction->is_success() ) {
944 my $order_number = $transaction->order_number
945 if $transaction->can('order_number');
947 my $cust_pay = new FS::cust_pay ( {
948 'custnum' => $self->custnum,
949 'invnum' => $options{'invnum'},
950 'paid' => $cust_pay_pending->paid,
951 '_date' => $BOP_TESTING ? $BOP_TESTING_TIMESTAMP : '',
952 'payby' => $cust_pay_pending->payby,
953 'payinfo' => $options{'payinfo'},
954 'paymask' => $options{'paymask'} || $cust_pay_pending->paymask,
955 'paydate' => $cust_pay_pending->paydate,
956 'pkgnum' => $cust_pay_pending->pkgnum,
957 'discount_term' => $options{'discount_term'},
958 'gatewaynum' => ($payment_gateway->gatewaynum || ''),
959 'processor' => $payment_gateway->gateway_module,
960 'auth' => $transaction->authorization,
961 'order_number' => $order_number || '',
962 'no_auto_apply' => $options{'no_auto_apply'} ? 'Y' : '',
964 #doesn't hurt to know, even though the dup check is in cust_pay_pending now
965 $cust_pay->payunique( $options{payunique} )
966 if defined($options{payunique}) && length($options{payunique});
968 my $oldAutoCommit = $FS::UID::AutoCommit;
969 local $FS::UID::AutoCommit = 0;
972 my $savepoint_label = '_realtime_bop_result';
973 savepoint_create( $savepoint_label );
975 #start a transaction, insert the cust_pay and set cust_pay_pending.status to done in a single transction
977 my $error = $cust_pay->insert($options{'manual'} ? ( 'manual' => 1 ) : () );
980 savepoint_rollback( $savepoint_label );
982 $cust_pay->invnum(''); #try again with no specific invnum
983 $cust_pay->paynum('');
984 my $error2 = $cust_pay->insert( $options{'manual'} ?
985 ( 'manual' => 1 ) : ()
988 # gah. but at least we have a record of the state we had to abort in
989 # from cust_pay_pending now.
990 savepoint_rollback_and_release( $savepoint_label );
992 my $e = "WARNING: $options{method} captured but payment not recorded -".
993 " error inserting payment (". $payment_gateway->gateway_module.
995 " (previously tried insert with invnum #$options{'invnum'}" .
996 ": $error ) - pending payment saved as paypendingnum ".
997 $cust_pay_pending->paypendingnum. "\n";
1003 my $jobnum = $cust_pay_pending->jobnum;
1005 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
1007 unless ( $placeholder ) {
1008 savepoint_rollback_and_release( $savepoint_label );
1010 my $e = "WARNING: $options{method} captured but job $jobnum not ".
1011 "found for paypendingnum ". $cust_pay_pending->paypendingnum. "\n";
1016 $error = $placeholder->delete;
1019 savepoint_rollback_and_release( $savepoint_label );
1021 my $e = "WARNING: $options{method} captured but could not delete ".
1022 "job $jobnum for paypendingnum ".
1023 $cust_pay_pending->paypendingnum. ": $error\n";
1028 $cust_pay_pending->set('jobnum','');
1032 if ( $options{'paynum_ref'} ) {
1033 ${ $options{'paynum_ref'} } = $cust_pay->paynum;
1036 $cust_pay_pending->status('done');
1037 $cust_pay_pending->statustext('captured');
1038 $cust_pay_pending->paynum($cust_pay->paynum);
1039 my $cpp_done_err = $cust_pay_pending->replace;
1041 if ( $cpp_done_err ) {
1042 savepoint_rollback_and_release( $savepoint_label );
1044 my $e = "WARNING: $options{method} captured but payment not recorded - ".
1045 "error updating status for paypendingnum ".
1046 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
1051 savepoint_release( $savepoint_label );
1052 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1054 if ( $options{'apply'} ) {
1055 my $apply_error = $self->apply_payments_and_credits;
1056 if ( $apply_error ) {
1057 warn "WARNING: error applying payment: $apply_error\n";
1058 #but we still should return no error cause the payment otherwise went
1063 # have a CC surcharge portion --> one-time charge
1064 if ( $options{'cc_surcharge'} > 0 ) {
1065 # XXX: this whole block needs to be in a transaction?
1068 $invnum = $options{'invnum'} if $options{'invnum'};
1069 unless ( $invnum ) { # probably from a payment screen
1070 # do we have any open invoices? pick earliest
1071 # uses the fact that cust_main->cust_bill sorts by date ascending
1072 my @open = $self->open_cust_bill;
1073 $invnum = $open[0]->invnum if scalar(@open);
1076 unless ( $invnum ) { # still nothing? pick last closed invoice
1077 # again uses fact that cust_main->cust_bill sorts by date ascending
1078 my @closed = $self->cust_bill;
1079 $invnum = $closed[$#closed]->invnum if scalar(@closed);
1082 unless ( $invnum ) {
1083 # XXX: unlikely case - pre-paying before any invoices generated
1084 # what it should do is create a new invoice and pick it
1085 warn 'CC SURCHARGE AND NO INVOICES PICKED TO APPLY IT!';
1090 my $cc_surcharge_text = 'Credit Card Surcharge';
1091 $cc_surcharge_text = $conf->config('credit-card-surcharge-text', $self->agentnum) if $conf->exists('credit-card-surcharge-text', $self->agentnum);
1092 my $charge_error = $self->charge({
1093 'amount' => $options{'cc_surcharge'},
1094 'pkg' => $cc_surcharge_text,
1096 'cust_pkg_ref' => \$cust_pkg,
1099 warn 'Unable to add CC surcharge cust_pkg';
1103 $cust_pkg->setup(time);
1104 my $cp_error = $cust_pkg->replace;
1106 warn 'Unable to set setup time on cust_pkg for cc surcharge';
1110 my $cust_bill = qsearchs('cust_bill', { 'invnum' => $invnum });
1111 unless ( $cust_bill ) {
1112 warn "race condition + invoice deletion just happened";
1117 $cust_bill->add_cc_surcharge($cust_pkg->pkgnum,$options{'cc_surcharge'});
1119 warn "cannot add CC surcharge to invoice #$invnum: $grand_error"
1123 return ''; #no error
1129 my $perror = $transaction->error_message;
1130 #$payment_gateway->gateway_module. " error: ".
1131 # removed for conciseness
1133 my $jobnum = $cust_pay_pending->jobnum;
1135 my $placeholder = qsearchs( 'queue', { 'jobnum' => $jobnum } );
1137 if ( $placeholder ) {
1138 my $error = $placeholder->depended_delete;
1139 $error ||= $placeholder->delete;
1140 $cust_pay_pending->set('jobnum','');
1141 warn "error removing provisioning jobs after declined paypendingnum ".
1142 $cust_pay_pending->paypendingnum. ": $error\n" if $error;
1144 my $e = "error finding job $jobnum for declined paypendingnum ".
1145 $cust_pay_pending->paypendingnum. "\n";
1151 unless ( $transaction->error_message ) {
1154 if ( $transaction->can('response_page') ) {
1156 'page' => ( $transaction->can('response_page')
1157 ? $transaction->response_page
1160 'code' => ( $transaction->can('response_code')
1161 ? $transaction->response_code
1164 'headers' => ( $transaction->can('response_headers')
1165 ? $transaction->response_headers
1171 "No additional debugging information available for ".
1172 $payment_gateway->gateway_module;
1175 $perror .= "No error_message returned from ".
1176 $payment_gateway->gateway_module. " -- ".
1177 ( ref($t_response) ? Dumper($t_response) : $t_response );
1181 if ( !$options{'quiet'} && !$realtime_bop_decline_quiet
1182 && $conf->exists('emaildecline', $self->agentnum)
1183 && grep { $_ ne 'POST' } $self->invoicing_list
1184 && ! grep { $transaction->error_message =~ /$_/ }
1185 $conf->config('emaildecline-exclude', $self->agentnum)
1188 # Send a decline alert to the customer.
1189 my $msgnum = $conf->config('decline_msgnum', $self->agentnum);
1192 # include the raw error message in the transaction state
1193 $cust_pay_pending->setfield('error', $transaction->error_message);
1194 my $msg_template = qsearchs('msg_template', { msgnum => $msgnum });
1195 $error = $msg_template->send( 'cust_main' => $self,
1196 'object' => $cust_pay_pending );
1200 $perror .= " (also received error sending decline notification: $error)"
1205 $cust_pay_pending->status('done');
1206 $cust_pay_pending->statustext($perror);
1207 #'declined:': no, that's failure_status
1208 if ( $transaction->can('failure_status') ) {
1209 $cust_pay_pending->failure_status( $transaction->failure_status );
1211 my $cpp_done_err = $cust_pay_pending->replace;
1212 if ( $cpp_done_err ) {
1213 my $e = "WARNING: $options{method} declined but pending payment not ".
1214 "resolved - error updating status for paypendingnum ".
1215 $cust_pay_pending->paypendingnum. ": $cpp_done_err \n";
1217 $perror = "$e ($perror)";
1225 =item realtime_botpp_capture CUST_PAY_PENDING [ OPTION => VALUE ... ]
1227 Verifies successful third party processing of a realtime credit card or
1228 ACH (electronic check) transaction via a
1229 Business::OnlineThirdPartyPayment realtime gateway. See
1230 L<http://420.am/business-onlinethirdpartypayment> for supported gateways.
1232 Available options are: I<description>, I<invnum>, I<quiet>, I<paynum_ref>, I<payunique>
1234 The additional options I<payname>, I<city>, I<state>,
1235 I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
1236 if set, will override the value from the customer record.
1238 I<description> is a free-text field passed to the gateway. It defaults to
1239 "Internet services".
1241 If an I<invnum> is specified, this payment (if successful) is applied to the
1242 specified invoice. If you don't specify an I<invnum> you might want to
1243 call the B<apply_payments> method.
1245 I<quiet> can be set true to surpress email decline notices.
1247 I<paynum_ref> can be set to a scalar reference. It will be filled in with the
1248 resulting paynum, if any.
1250 I<payunique> is a unique identifier for this payment.
1252 Returns a hashref containing elements bill_error (which will be undefined
1253 upon success) and session_id of any associated session.
1257 sub realtime_botpp_capture {
1258 my( $self, $cust_pay_pending, %options ) = @_;
1260 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1263 warn "$me realtime_botpp_capture: pending transaction $cust_pay_pending\n";
1264 warn " $_ => $options{$_}\n" foreach keys %options;
1267 eval "use Business::OnlineThirdPartyPayment";
1271 # select the gateway
1274 my $method = FS::payby->payby2bop($cust_pay_pending->payby);
1276 my $payment_gateway;
1277 my $gatewaynum = $cust_pay_pending->getfield('gatewaynum');
1278 $payment_gateway = $gatewaynum ? qsearchs( 'payment_gateway',
1279 { gatewaynum => $gatewaynum }
1281 : $self->agent->payment_gateway( 'method' => $method,
1282 # 'invnum' => $cust_pay_pending->invnum,
1283 # 'payinfo' => $cust_pay_pending->payinfo,
1286 $options{payment_gateway} = $payment_gateway; # for the helper subs
1292 my @invoicing_list = $self->invoicing_list_emailonly;
1293 if ( $conf->exists('emailinvoiceautoalways')
1294 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
1295 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
1296 push @invoicing_list, $self->all_emails;
1299 my $email = ($conf->exists('business-onlinepayment-email-override'))
1300 ? $conf->config('business-onlinepayment-email-override')
1301 : $invoicing_list[0];
1305 $content{email_customer} =
1306 ( $conf->exists('business-onlinepayment-email_customer')
1307 || $conf->exists('business-onlinepayment-email-override') );
1310 # run transaction(s)
1314 new Business::OnlineThirdPartyPayment( $payment_gateway->gateway_module,
1315 _bop_options(\%options),
1318 $transaction->reference({ %options });
1320 $transaction->content(
1322 _bop_auth(\%options),
1323 'action' => 'Post Authorization',
1324 'description' => $options{'description'},
1325 'amount' => $cust_pay_pending->paid,
1326 #'invoice_number' => $options{'invnum'},
1327 'customer_id' => $self->custnum,
1328 'reference' => $cust_pay_pending->paypendingnum,
1330 'phone' => $self->daytime || $self->night,
1332 # plus whatever is required for bogus capture avoidance
1335 $transaction->submit();
1338 $self->_realtime_bop_result( $cust_pay_pending, $transaction, %options );
1340 if ( $options{'apply'} ) {
1341 my $apply_error = $self->apply_payments_and_credits;
1342 if ( $apply_error ) {
1343 warn "WARNING: error applying payment: $apply_error\n";
1348 bill_error => $error,
1349 session_id => $cust_pay_pending->session_id,
1354 =item default_payment_gateway
1356 DEPRECATED -- use agent->payment_gateway
1360 sub default_payment_gateway {
1361 my( $self, $method ) = @_;
1363 die "Real-time processing not enabled\n"
1364 unless $conf->exists('business-onlinepayment');
1366 #warn "default_payment_gateway deprecated -- use agent->payment_gateway\n";
1369 my $bop_config = 'business-onlinepayment';
1370 $bop_config .= '-ach'
1371 if $method =~ /^(ECHECK|CHEK)$/ && $conf->exists($bop_config. '-ach');
1372 my ( $processor, $login, $password, $action, @bop_options ) =
1373 $conf->config($bop_config);
1374 $action ||= 'normal authorization';
1375 pop @bop_options if scalar(@bop_options) % 2 && $bop_options[-1] =~ /^\s*$/;
1376 die "No real-time processor is enabled - ".
1377 "did you set the business-onlinepayment configuration value?\n"
1380 ( $processor, $login, $password, $action, @bop_options )
1383 =item realtime_refund_bop METHOD [ OPTION => VALUE ... ]
1385 Refunds a realtime credit card or ACH (electronic check) transaction
1386 via a Business::OnlinePayment realtime gateway. See
1387 L<http://420.am/business-onlinepayment> for supported gateways.
1389 Available methods are: I<CC> or I<ECHECK>
1391 Available options are: I<amount>, I<reasonnum>, I<paynum>, I<paydate>
1393 Most gateways require a reference to an original payment transaction to refund,
1394 so you probably need to specify a I<paynum>.
1396 I<amount> defaults to the original amount of the payment if not specified.
1398 I<reasonnum> specified an existing refund reason for the refund
1400 I<paydate> specifies the expiration date for a credit card overriding the
1401 value from the customer record or the payment record. Specified as yyyy-mm-dd
1403 Implementation note: If I<amount> is unspecified or equal to the amount of the
1404 orignal payment, first an attempt is made to "void" the transaction via
1405 the gateway (to cancel a not-yet settled transaction) and then if that fails,
1406 the normal attempt is made to "refund" ("credit") the transaction via the
1407 gateway is attempted. No attempt to "void" the transaction is made if the
1408 gateway has introspection data and doesn't support void.
1410 #The additional options I<payname>, I<address1>, I<address2>, I<city>, I<state>,
1411 #I<zip>, I<payinfo> and I<paydate> are also available. Any of these options,
1412 #if set, will override the value from the customer record.
1414 #If an I<invnum> is specified, this payment (if successful) is applied to the
1415 #specified invoice. If you don't specify an I<invnum> you might want to
1416 #call the B<apply_payments> method.
1420 #some false laziness w/realtime_bop, not enough to make it worth merging
1421 #but some useful small subs should be pulled out
1422 sub realtime_refund_bop {
1425 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1428 if (ref($_[0]) eq 'HASH') {
1429 %options = %{$_[0]};
1433 $options{method} = $method;
1437 warn "$me realtime_refund_bop (new): $options{method} refund\n";
1438 warn " $_ => $options{$_}\n" foreach keys %options;
1441 return "No reason specified" unless $options{'reasonnum'} =~ /^\d+$/;
1446 # look up the original payment and optionally a gateway for that payment
1450 my $amount = $options{'amount'};
1452 my( $processor, $login, $password, @bop_options, $namespace ) ;
1453 my( $auth, $order_number ) = ( '', '', '' );
1454 my $gatewaynum = '';
1456 if ( $options{'paynum'} ) {
1458 warn " paynum: $options{paynum}\n" if $DEBUG > 1;
1459 $cust_pay = qsearchs('cust_pay', { paynum=>$options{'paynum'} } )
1460 or return "Unknown paynum $options{'paynum'}";
1461 $amount ||= $cust_pay->paid;
1463 my @cust_bill_pay = qsearch('cust_bill_pay', { paynum=>$cust_pay->paynum });
1464 $content{'invoice_number'} = $cust_bill_pay[0]->invnum if @cust_bill_pay;
1466 if ( $cust_pay->get('processor') ) {
1467 ($gatewaynum, $processor, $auth, $order_number) =
1469 $cust_pay->gatewaynum,
1470 $cust_pay->processor,
1472 $cust_pay->order_number,
1475 # this payment wasn't upgraded, which probably means this won't work,
1477 $cust_pay->paybatch =~ /^((\d+)\-)?(\w+):\s*([\w\-\/ ]*)(:([\w\-]+))?$/
1478 or return "Can't parse paybatch for paynum $options{'paynum'}: ".
1479 $cust_pay->paybatch;
1480 ( $gatewaynum, $processor, $auth, $order_number ) = ( $2, $3, $4, $6 );
1483 my $payment_gateway;
1484 if ( $gatewaynum ) { #gateway for the payment to be refunded
1487 qsearchs('payment_gateway', { 'gatewaynum' => $gatewaynum } );
1488 die "payment gateway $gatewaynum not found"
1489 unless $payment_gateway;
1491 $processor = $payment_gateway->gateway_module;
1492 $login = $payment_gateway->gateway_username;
1493 $password = $payment_gateway->gateway_password;
1494 $namespace = $payment_gateway->gateway_namespace;
1495 @bop_options = $payment_gateway->options;
1497 } else { #try the default gateway
1501 $self->agent->payment_gateway('method' => $options{method});
1503 ( $conf_processor, $login, $password, $namespace ) =
1504 map { my $method = "gateway_$_"; $payment_gateway->$method }
1505 qw( module username password namespace );
1507 @bop_options = $payment_gateway->gatewaynum
1508 ? $payment_gateway->options
1509 : @{ $payment_gateway->get('options') };
1510 my %bop_options = @bop_options;
1512 return "processor of payment $options{'paynum'} $processor does not".
1513 " match default processor $conf_processor"
1514 unless ($processor eq $conf_processor)
1515 || (($conf_processor eq 'CardFortress') && ($processor eq $bop_options{'gateway'}));
1517 $processor = $conf_processor;
1521 # if gateway has switched to CardFortress but token_check hasn't run yet,
1522 # tokenize just this record now, so that token gets passed/set appropriately
1523 if ($cust_pay->payby eq 'CARD' && !$cust_pay->tokenized) {
1525 'payment_gateway' => $payment_gateway,
1527 'payinfo' => $cust_pay->payinfo,
1528 'paydate' => $cust_pay->paydate,
1530 my $error = $self->realtime_tokenize(\%tokenopts); # no-op unless gateway can tokenize
1531 if ($self->tokenized($tokenopts{'payinfo'})) { # implies no error
1532 warn " tokenizing cust_pay\n" if $DEBUG > 1;
1533 $cust_pay->payinfo($tokenopts{'payinfo'});
1534 $error = $cust_pay->replace;
1536 return $error if $error;
1539 } else { # didn't specify a paynum, so look for agent gateway overrides
1540 # like a normal transaction
1542 my $payment_gateway =
1543 $self->agent->payment_gateway( 'method' => $options{method} );
1544 ( $processor, $login, $password, $namespace ) =
1545 map { my $method = "gateway_$_"; $payment_gateway->$method }
1546 qw( module username password namespace );
1548 my @bop_options = $payment_gateway->gatewaynum
1549 ? $payment_gateway->options
1550 : @{ $payment_gateway->get('options') };
1553 return "neither amount nor paynum specified" unless $amount;
1555 eval "use $namespace";
1560 'type' => $options{method},
1562 'password' => $password,
1563 'order_number' => $order_number,
1564 'amount' => $amount,
1566 $content{authorization} = $auth
1567 if length($auth); #echeck/ACH transactions have an order # but no auth
1568 #(at least with authorize.net)
1570 my $currency = $conf->exists('business-onlinepayment-currency')
1571 && $conf->config('business-onlinepayment-currency');
1572 $content{currency} = $currency if $currency;
1574 my $disable_void_after;
1575 if ($conf->exists('disable_void_after')
1576 && $conf->config('disable_void_after') =~ /^(\d+)$/) {
1577 $disable_void_after = $1;
1580 #first try void if applicable
1581 my $void = new Business::OnlinePayment( $processor, @bop_options );
1584 if ($void->can('info')) {
1586 $paytype = 'ECHECK' if $cust_pay && $cust_pay->payby eq 'CHEK';
1587 $paytype = 'CC' if $cust_pay && $cust_pay->payby eq 'CARD';
1588 my %supported_actions = $void->info('supported_actions');
1590 if ( %supported_actions && $paytype
1591 && defined($supported_actions{$paytype})
1592 && !grep{ $_ eq 'Void' } @{$supported_actions{$paytype}} );
1595 if ( $cust_pay && $cust_pay->paid == $amount
1597 ( not defined($disable_void_after) )
1598 || ( time < ($cust_pay->_date + $disable_void_after ) )
1602 warn " attempting void\n" if $DEBUG > 1;
1603 if ( $void->can('info') ) {
1604 if ( $cust_pay->payby eq 'CARD'
1605 && $void->info('CC_void_requires_card') )
1607 $content{'card_number'} = $cust_pay->payinfo;
1608 } elsif ( $cust_pay->payby eq 'CHEK'
1609 && $void->info('ECHECK_void_requires_account') )
1611 ( $content{'account_number'}, $content{'routing_code'} ) =
1612 split('@', $cust_pay->payinfo);
1613 $content{'name'} = $self->get('first'). ' '. $self->get('last');
1616 $void->content( 'action' => 'void', %content );
1617 $void->test_transaction(1)
1618 if $conf->exists('business-onlinepayment-test_transaction');
1620 if ( $void->is_success ) {
1621 # specified as a refund reason, but now we want a payment void reason
1622 # extract just the reason text, let cust_pay::void handle new_or_existing
1623 my $reason = qsearchs('reason',{ 'reasonnum' => $options{'reasonnum'} });
1625 $error = 'Reason could not be loaded' unless $reason;
1626 $error = $cust_pay->void($reason->reason) unless $error;
1628 # gah, even with transactions.
1629 my $e = 'WARNING: Card/ACH voided but database not updated - '.
1630 "error voiding payment: $error";
1634 warn " void successful\n" if $DEBUG > 1;
1639 warn " void unsuccessful, trying refund\n"
1643 my $address = $self->address1;
1644 $address .= ", ". $self->address2 if $self->address2;
1646 my($payname, $payfirst, $paylast);
1647 if ( $self->payname && $options{method} ne 'ECHECK' ) {
1648 $payname = $self->payname;
1649 $payname =~ /^\s*([\w \,\.\-\']*)?\s+([\w\,\.\-\']+)\s*$/
1650 or return "Illegal payname $payname";
1651 ($payfirst, $paylast) = ($1, $2);
1653 $payfirst = $self->getfield('first');
1654 $paylast = $self->getfield('last');
1655 $payname = "$payfirst $paylast";
1658 my @invoicing_list = $self->invoicing_list_emailonly;
1659 if ( $conf->exists('emailinvoiceautoalways')
1660 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
1661 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
1662 push @invoicing_list, $self->all_emails;
1665 my $email = ($conf->exists('business-onlinepayment-email-override'))
1666 ? $conf->config('business-onlinepayment-email-override')
1667 : $invoicing_list[0];
1669 my $payip = exists($options{'payip'})
1672 $content{customer_ip} = $payip
1676 my $paymask = ''; # for refund record
1677 if ( $options{method} eq 'CC' ) {
1680 $content{card_number} = $payinfo = $cust_pay->payinfo;
1681 $paymask = $cust_pay->paymask;
1682 (exists($options{'paydate'}) ? $options{'paydate'} : $cust_pay->paydate)
1683 =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/ &&
1684 ($content{expiration} = "$2/$1"); # where available
1686 # this really needs a better cleanup
1687 die "Refund without paynum not supported";
1688 # $content{card_number} = $payinfo = $self->payinfo;
1689 # (exists($options{'paydate'}) ? $options{'paydate'} : $self->paydate)
1690 # =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
1691 # $content{expiration} = "$2/$1";
1694 } elsif ( $options{method} eq 'ECHECK' ) {
1697 $payinfo = $cust_pay->payinfo;
1699 $payinfo = $self->payinfo;
1701 ( $content{account_number}, $content{routing_code} )= split('@', $payinfo );
1702 $content{bank_name} = $self->payname;
1703 $content{account_type} = 'CHECKING';
1704 $content{account_name} = $payname;
1705 $content{customer_org} = $self->company ? 'B' : 'I';
1706 $content{customer_ssn} = $self->ss;
1711 my $refund = new Business::OnlinePayment( $processor, @bop_options );
1712 my %sub_content = $refund->content(
1713 'action' => 'credit',
1714 'customer_id' => $self->custnum,
1715 'last_name' => $paylast,
1716 'first_name' => $payfirst,
1718 'address' => $address,
1719 'city' => $self->city,
1720 'state' => $self->state,
1721 'zip' => $self->zip,
1722 'country' => $self->country,
1724 'phone' => $self->daytime || $self->night,
1727 warn join('', map { " $_ => $sub_content{$_}\n" } keys %sub_content )
1729 $refund->test_transaction(1)
1730 if $conf->exists('business-onlinepayment-test_transaction');
1733 return "$processor error: ". $refund->error_message
1734 unless $refund->is_success();
1736 $order_number = $refund->order_number if $refund->can('order_number');
1738 # change this to just use $cust_pay->delete_cust_bill_pay?
1739 while ( $cust_pay && $cust_pay->unapplied < $amount ) {
1740 my @cust_bill_pay = $cust_pay->cust_bill_pay;
1741 last unless @cust_bill_pay;
1742 my $cust_bill_pay = pop @cust_bill_pay;
1743 my $error = $cust_bill_pay->delete;
1747 my $cust_refund = new FS::cust_refund ( {
1748 'custnum' => $self->custnum,
1749 'paynum' => $options{'paynum'},
1750 'source_paynum' => $options{'paynum'},
1751 'refund' => $amount,
1753 'payby' => $bop_method2payby{$options{method}},
1754 'payinfo' => $payinfo,
1755 'paymask' => $paymask,
1756 'reasonnum' => $options{'reasonnum'},
1757 'gatewaynum' => $gatewaynum, # may be null
1758 'processor' => $processor,
1759 'auth' => $refund->authorization,
1760 'order_number' => $order_number,
1762 my $error = $cust_refund->insert;
1764 $cust_refund->paynum(''); #try again with no specific paynum
1765 $cust_refund->source_paynum('');
1766 my $error2 = $cust_refund->insert;
1768 # gah, even with transactions.
1769 my $e = 'WARNING: Card/ACH refunded but database not updated - '.
1770 "error inserting refund ($processor): $error2".
1771 " (previously tried insert with paynum #$options{'paynum'}" .
1782 =item realtime_verify_bop [ OPTION => VALUE ... ]
1784 Runs an authorization-only transaction for $1 against this credit card (if
1785 successful, immediatly reverses the authorization).
1787 Returns the empty string if the authorization was sucessful, or an error
1790 Option I<cust_payby> should be passed, even if it's not yet been inserted.
1791 Object will be tokenized if possible, but that change will not be
1792 updated in database (must be inserted/replaced afterwards.)
1794 Currently only succeeds for Business::OnlinePayment CC transactions.
1798 #some false laziness w/realtime_bop and realtime_refund_bop, not enough to make
1799 #it worth merging but some useful small subs should be pulled out
1800 sub realtime_verify_bop {
1803 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
1804 my $log = FS::Log->new('FS::cust_main::Billing_Realtime::realtime_verify_bop');
1807 if (ref($_[0]) eq 'HASH') {
1808 %options = %{$_[0]};
1814 warn "$me realtime_verify_bop\n";
1815 warn " $_ => $options{$_}\n" foreach keys %options;
1818 # set fields from passed cust_payby
1819 return "No cust_payby" unless $options{'cust_payby'};
1820 _bop_cust_payby_options(\%options);
1822 # check for banned credit card/ACH
1823 my $ban = FS::banned_pay->ban_search(
1824 'payby' => $bop_method2payby{'CC'},
1825 'payinfo' => $options{payinfo},
1827 return "Banned credit card" if $ban && $ban->bantype ne 'warn';
1829 # possibly run a separate transaction to tokenize card number,
1830 # so that we never store tokenized card info in cust_pay_pending
1831 if (($options{method} eq 'CC') && !$self->tokenized($options{'payinfo'})) {
1832 my $token_error = $self->realtime_tokenize(\%options);
1833 return $token_error if $token_error;
1834 #important that we not replace cust_payby here,
1835 #because cust_payby->replace uses realtime_verify_bop!
1842 my $payment_gateway = $self->_payment_gateway( \%options );
1843 my $namespace = $payment_gateway->gateway_namespace;
1845 eval "use $namespace";
1852 my $bop_content = $self->_bop_content(\%options);
1853 return $bop_content unless ref($bop_content);
1855 my @invoicing_list = $self->invoicing_list_emailonly;
1856 if ( $conf->exists('emailinvoiceautoalways')
1857 || $conf->exists('emailinvoiceauto') && ! @invoicing_list
1858 || ( $conf->exists('emailinvoiceonly') && ! @invoicing_list ) ) {
1859 push @invoicing_list, $self->all_emails;
1862 my $email = ($conf->exists('business-onlinepayment-email-override'))
1863 ? $conf->config('business-onlinepayment-email-override')
1864 : $invoicing_list[0];
1869 if ( $namespace eq 'Business::OnlinePayment' ) {
1871 if ( $options{method} eq 'CC' ) {
1873 $content{card_number} = $options{payinfo};
1874 $paydate = $options{'paydate'};
1875 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
1876 $content{expiration} = "$2/$1";
1878 $content{cvv2} = $options{'paycvv'}
1879 if length($options{'paycvv'});
1881 my $paystart_month = $options{'paystart_month'};
1882 my $paystart_year = $options{'paystart_year'};
1884 $content{card_start} = "$paystart_month/$paystart_year"
1885 if $paystart_month && $paystart_year;
1887 my $payissue = $options{'payissue'};
1888 $content{issue_number} = $payissue if $payissue;
1890 } elsif ( $options{method} eq 'ECHECK' ){
1891 #cannot verify, move along (though it shouldn't be called...)
1894 return "unknown method ". $options{method};
1896 } elsif ( $namespace eq 'Business::OnlineThirdPartyPayment' ) {
1897 #cannot verify, move along
1900 return "unknown namespace $namespace";
1904 # run transaction(s)
1908 my $transaction; #need this back so we can do _tokenize_card
1910 # don't mutex the customer here, because they might be uncommitted. and
1911 # this is only verification. it doesn't matter if they have other
1912 # unfinished verifications.
1914 my $cust_pay_pending = new FS::cust_pay_pending {
1915 'custnum_pending' => 1,
1918 'payby' => $bop_method2payby{'CC'},
1919 'payinfo' => $options{payinfo},
1920 'paymask' => $options{paymask},
1921 'paydate' => $paydate,
1922 'pkgnum' => $options{'pkgnum'},
1924 'gatewaynum' => $payment_gateway->gatewaynum || '',
1925 'session_id' => $options{session_id} || '',
1927 $cust_pay_pending->payunique( $options{payunique} )
1928 if defined($options{payunique}) && length($options{payunique});
1931 # open a separate handle for creating/updating the cust_pay_pending
1933 local $FS::UID::dbh = myconnect();
1934 local $FS::UID::AutoCommit = 1;
1936 # if this is an existing customer (and we can tell now because
1937 # this is a fresh transaction), it's safe to assign their custnum
1938 # to the cust_pay_pending record, and then the verification attempt
1939 # will remain linked to them even if it fails.
1940 if ( FS::cust_main->by_key($self->custnum) ) {
1941 $cust_pay_pending->set('custnum', $self->custnum);
1944 warn "inserting cust_pay_pending record for customer ". $self->custnum. "\n"
1947 # if this fails, just return; everything else will still allow the
1948 # cust_pay_pending to have its custnum set later
1949 my $cpp_new_err = $cust_pay_pending->insert;
1950 return $cpp_new_err if $cpp_new_err;
1952 warn "inserted cust_pay_pending record for customer ". $self->custnum. "\n"
1954 warn Dumper($cust_pay_pending) if $DEBUG > 2;
1956 $transaction = new $namespace( $payment_gateway->gateway_module,
1957 _bop_options(\%options),
1960 $transaction->content(
1962 _bop_auth(\%options),
1963 'action' => 'Authorization Only',
1964 'description' => $options{'description'},
1966 'customer_id' => $self->custnum,
1968 'reference' => $cust_pay_pending->paypendingnum, #for now
1973 $cust_pay_pending->status('pending');
1974 my $cpp_pending_err = $cust_pay_pending->replace;
1975 return $cpp_pending_err if $cpp_pending_err;
1977 warn Dumper($transaction) if $DEBUG > 2;
1979 unless ( $BOP_TESTING ) {
1980 $transaction->test_transaction(1)
1981 if $conf->exists('business-onlinepayment-test_transaction');
1982 $transaction->submit();
1984 if ( $BOP_TESTING_SUCCESS ) {
1985 $transaction->is_success(1);
1986 $transaction->authorization('fake auth');
1988 $transaction->is_success(0);
1989 $transaction->error_message('fake failure');
1993 if ( $transaction->is_success() ) {
1995 $cust_pay_pending->status('authorized');
1996 my $cpp_authorized_err = $cust_pay_pending->replace;
1997 return $cpp_authorized_err if $cpp_authorized_err;
1999 my $auth = $transaction->authorization;
2000 my $ordernum = $transaction->can('order_number')
2001 ? $transaction->order_number
2004 my $reverse = new $namespace( $payment_gateway->gateway_module,
2005 _bop_options(\%options),
2008 $reverse->content( 'action' => 'Reverse Authorization',
2009 _bop_auth(\%options),
2013 'authorization' => $transaction->authorization,
2014 'order_number' => $ordernum,
2017 'result_code' => $transaction->result_code,
2018 'txn_date' => $transaction->txn_date,
2022 $reverse->test_transaction(1)
2023 if $conf->exists('business-onlinepayment-test_transaction');
2026 if ( $reverse->is_success ) {
2028 $cust_pay_pending->status('done');
2029 $cust_pay_pending->statustext('reversed');
2030 my $cpp_reversed_err = $cust_pay_pending->replace;
2031 return $cpp_reversed_err if $cpp_reversed_err;
2035 my $e = "Authorization successful but reversal failed, custnum #".
2036 $self->custnum. ': '. $reverse->result_code.
2037 ": ". $reverse->error_message;
2044 ### Address Verification ###
2046 # Single-letter codes vary by cardtype.
2048 # Erring on the side of accepting cards if avs is not available,
2049 # only rejecting if avs occurred and there's been an explicit mismatch
2051 # Charts below taken from vSecure documentation,
2052 # shows codes for Amex/Dscv/MC/Visa
2054 # ACCEPTABLE AVS RESPONSES:
2055 # Both Address and 5-digit postal code match Y A Y Y
2056 # Both address and 9-digit postal code match Y A X Y
2057 # United Kingdom – Address and postal code match _ _ _ F
2058 # International transaction – Address and postal code match _ _ _ D/M
2060 # ACCEPTABLE, BUT ISSUE A WARNING:
2061 # Ineligible transaction; or message contains a content error _ _ _ E
2062 # System unavailable; retry R U R R
2063 # Information unavailable U W U U
2064 # Issuer does not support AVS S U S S
2065 # AVS is not applicable _ _ _ S
2066 # Incompatible formats – Not verified _ _ _ C
2067 # Incompatible formats – Address not verified; postal code matches _ _ _ P
2068 # International transaction – address not verified _ G _ G/I
2070 # UNACCEPTABLE AVS RESPONSES:
2071 # Only Address matches A Y A A
2072 # Only 5-digit postal code matches Z Z Z Z
2073 # Only 9-digit postal code matches Z Z W W
2074 # Neither address nor postal code matches N N N N
2076 if (my $avscode = uc($transaction->avs_code)) {
2078 # map codes to accept/warn/reject
2080 'American Express card' => {
2089 'Discover card' => {
2128 my $cardtype = cardtype($content{card_number});
2129 if ($avs->{$cardtype}) {
2130 my $avsact = $avs->{$cardtype}->{$avscode};
2132 if ($avsact eq 'r') {
2133 return "AVS code verification failed, cardtype $cardtype, code $avscode";
2134 } elsif ($avsact eq 'w') {
2135 $warning = "AVS did not occur, cardtype $cardtype, code $avscode";
2136 } elsif (!$avsact) {
2137 $warning = "AVS code unknown, cardtype $cardtype, code $avscode";
2138 } # else $avsact eq 'a'
2140 $log->warning($warning);
2143 } # else $cardtype avs handling not implemented
2144 } # else !$transaction->avs_code
2146 } else { # is not success
2148 # status is 'done' not 'declined', as in _realtime_bop_result
2149 $cust_pay_pending->status('done');
2150 $error = $transaction->error_message || 'Unknown error';
2151 $cust_pay_pending->statustext($error);
2152 # could also record failure_status here,
2153 # but it's not supported by B::OP::vSecureProcessing...
2154 # need a B::OP module with (reverse) auth only to test it with
2155 my $cpp_declined_err = $cust_pay_pending->replace;
2156 return $cpp_declined_err if $cpp_declined_err;
2160 } # end of IMMEDIATE; we now have our $error and $transaction
2163 # Save the custnum (as part of the main transaction, so it can reference
2167 if (!$cust_pay_pending->custnum) {
2168 $cust_pay_pending->set('custnum', $self->custnum);
2169 my $set_custnum_err = $cust_pay_pending->replace;
2170 if ($set_custnum_err) {
2171 $log->error($set_custnum_err);
2172 $error ||= $set_custnum_err;
2173 # but if there was a real verification error also, return that one
2178 # remove paycvv here? need to find out if a reversed auth
2179 # counts as an initial transaction for paycvv retention requirements
2186 # This block will only run if the B::OP module supports card_token but not the Tokenize transaction;
2187 # if that never happens, we should get rid of it (as it has the potential to store real card numbers on error)
2188 if (my $card_token = $self->_tokenize_card($transaction,\%options)) {
2189 $cust_pay_pending->payinfo($card_token);
2190 my $cpp_token_err = $cust_pay_pending->replace;
2191 #this leaves real card number in cust_pay_pending, but can't do much else if cpp won't replace
2192 return $cpp_token_err if $cpp_token_err;
2193 #important that we not replace cust_payby here,
2194 #because cust_payby->replace uses realtime_verify_bop!
2201 # $error contains the transaction error_message, if is_success was false.
2207 =item realtime_tokenize [ OPTION => VALUE ... ]
2209 If possible and necessary, runs a tokenize transaction.
2210 In order to be possible, a credit card cust_payby record
2211 must be passed and a Business::OnlinePayment gateway capable
2212 of Tokenize transactions must be configured for this user.
2213 Is only necessary if payinfo is not yet tokenized.
2215 Returns the empty string if the authorization was sucessful
2216 or was not possible/necessary (thus allowing this to be safely called with
2217 non-tokenizable records/gateways, without having to perform separate tests),
2218 or an error message otherwise.
2220 Option I<cust_payby> may be passed, even if it's not yet been inserted.
2221 Object will be tokenized if possible, but that change will not be
2222 updated in database (must be inserted/replaced afterwards.)
2224 Otherwise, options I<method>, I<payinfo> and other cust_payby fields
2225 may be passed. If options are passed as a hashref, I<payinfo>
2226 will be updated as appropriate in the passed hashref.
2228 Can be run as a class method if option I<payment_gateway> is passed,
2229 but default customer id/name/phone can't be set in that case. This
2230 is really only intended for tokenizing old records on upgrade.
2234 # careful--might be run as a class method
2235 sub realtime_tokenize {
2238 local($DEBUG) = $FS::cust_main::DEBUG if $FS::cust_main::DEBUG > $DEBUG;
2239 my $log = FS::Log->new('FS::cust_main::Billing_Realtime::realtime_tokenize');
2242 my $outoptions; #for returning cust_payby/payinfo
2243 if (ref($_[0]) eq 'HASH') {
2244 %options = %{$_[0]};
2245 $outoptions = $_[0];
2248 $outoptions = \%options;
2251 # set fields from passed cust_payby
2252 _bop_cust_payby_options(\%options);
2253 return '' unless $options{method} eq 'CC';
2254 return '' if $self->tokenized($options{payinfo}); #already tokenized
2256 # check for banned credit card/ACH
2257 my $ban = FS::banned_pay->ban_search(
2258 'payby' => $bop_method2payby{'CC'},
2259 'payinfo' => $options{payinfo},
2261 return "Banned credit card" if $ban && $ban->bantype ne 'warn';
2267 $options{'nofatal'} = 1;
2268 my $payment_gateway = $self->_payment_gateway( \%options );
2269 return '' unless $payment_gateway;
2270 my $namespace = $payment_gateway->gateway_namespace;
2271 return '' unless $namespace eq 'Business::OnlinePayment';
2273 eval "use $namespace";
2277 # check for tokenize ability
2280 my $transaction = new $namespace( $payment_gateway->gateway_module,
2281 _bop_options(\%options),
2284 return '' unless $transaction->can('info');
2286 my %supported_actions = $transaction->info('supported_actions');
2287 return '' unless $supported_actions{'CC'} and grep(/^Tokenize$/,@{$supported_actions{'CC'}});
2293 ### Currently, cardfortress only keys in on card number and exp date.
2294 ### We pass everything we'd pass to a normal transaction,
2295 ### for ease of current and future development,
2296 ### but note, when tokenizing old records, we may only have access to payinfo/paydate
2298 my $bop_content = $self->_bop_content(\%options);
2299 return $bop_content unless ref($bop_content);
2304 $content{card_number} = $options{payinfo};
2305 $paydate = $options{'paydate'};
2306 $paydate =~ /^\d{2}(\d{2})[\/\-](\d+)[\/\-]\d+$/;
2307 $content{expiration} = "$2/$1";
2309 $content{cvv2} = $options{'paycvv'}
2310 if length($options{'paycvv'});
2312 my $paystart_month = $options{'paystart_month'};
2313 my $paystart_year = $options{'paystart_year'};
2315 $content{card_start} = "$paystart_month/$paystart_year"
2316 if $paystart_month && $paystart_year;
2318 my $payissue = $options{'payissue'};
2319 $content{issue_number} = $payissue if $payissue;
2321 $content{customer_id} = $self->custnum
2330 # no cust_pay_pending---this is not a financial transaction
2332 $transaction->content(
2334 _bop_auth(\%options),
2335 'action' => 'Tokenize',
2336 'description' => $options{'description'},
2341 # no $BOP_TESTING handling for this
2342 $transaction->test_transaction(1)
2343 if $conf->exists('business-onlinepayment-test_transaction');
2344 $transaction->submit();
2346 if ( $transaction->card_token() ) { # no is_success flag
2348 # realtime_tokenize should not clear paycvv at this time. it might be
2349 # needed for the first transaction, and a tokenize isn't actually a
2350 # transaction that hits the gateway. at some point in the future, card
2351 # fortress should take on the "store paycvv until first transaction"
2352 # functionality and we should fix this in freeside, but i that's a bigger
2353 # project for another time.
2355 #important that we not replace cust_payby here,
2356 #because cust_payby->replace uses realtime_tokenize!
2357 $self->_tokenize_card($transaction,$outoptions);
2361 $error = $transaction->error_message || 'Unknown error when tokenizing card';
2370 =item tokenized PAYINFO
2372 Convenience wrapper for L<FS::payinfo_Mixin/tokenized>
2374 PAYINFO is required.
2376 Can be run as class or object method, never loads from object.
2382 my $payinfo = shift;
2383 FS::cust_pay->tokenized($payinfo);
2386 =item token_check [ quiet => 1, queue => 1, daily => 1 ]
2388 NOT A METHOD. Acts on all customers. Placed here because it makes
2389 use of module-internal methods, and to keep everything that uses
2390 Billing::OnlinePayment all in one place.
2392 Tokenizes all tokenizable card numbers from payinfo in cust_payby and
2393 CARD transactions in cust_pay_pending, cust_pay, cust_pay_void and cust_refund.
2395 If the I<queue> flag is set, newly tokenized records will be immediately
2396 committed, regardless of AutoCommit, so as to release the mutex on the record.
2398 If all configured gateways have the ability to tokenize, detection of an
2399 untokenizable record will cause a fatal error. However, if the I<queue> flag
2400 is set, this will instead cause a critical error to be recorded in the log,
2401 and any other tokenizable records will still be committed.
2403 If the I<daily> flag is also set, detection of existing untokenized records will
2404 record an info message in the system log (because they should have never appeared
2405 in the first place.) Tokenization will still be attempted.
2407 If any configured gateways do NOT have the ability to tokenize, or if a
2408 default gateway is not configured, then untokenized records are not considered
2409 a threat, and no critical errors will be generated in the log.
2414 #acts on all customers
2416 my $debug = !$opt{'quiet'} || $DEBUG;
2417 my $hascritical = 0;
2419 warn "token_check called with opts\n".Dumper(\%opt) if $debug;
2421 # force some explicitness when invoking this method
2422 die "token_check must run with queue flag if run with daily flag"
2423 if $opt{'daily'} && !$opt{'queue'};
2425 my $conf = FS::Conf->new;
2427 my $log = FS::Log->new('FS::cust_main::Billing_Realtime::token_check');
2429 my $cache = {}; #cache for module info
2431 # look for a gateway that can and can't tokenize
2432 my $require_tokenized = 1;
2433 my $someone_tokenizing = 0;
2434 foreach my $gateway (
2435 FS::payment_gateway->all_gateways(
2442 # no default gateway, no promise to tokenize
2443 # can just load other gateways as-needeed below
2444 $require_tokenized = 0;
2445 last if $someone_tokenizing;
2448 my $info = _token_check_gateway_info($cache,$gateway);
2449 die $info unless ref($info); # means it's an error message
2450 if ($info->{'can_tokenize'}) {
2451 $someone_tokenizing = 1;
2453 # a configured gateway can't tokenize, that's all we need to know right now
2454 # can just load other gateways as-needeed below
2455 $require_tokenized = 0;
2456 last if $someone_tokenizing;
2460 unless ($someone_tokenizing) { #no need to check, if no one can tokenize
2461 warn "no gateways tokenize\n" if $debug;
2465 warn "REQUIRE TOKENIZED" if $require_tokenized && $debug;
2467 # upgrade does not call this with autocommit turned on,
2468 # and autocommit will be ignored if opt queue is set,
2469 # but might as well be thorough...
2470 my $oldAutoCommit = $FS::UID::AutoCommit;
2471 local $FS::UID::AutoCommit = 0;
2474 # for retrieving data in chunks
2478 ### Tokenize cust_payby
2483 while (my $custnum = _token_check_next_recnum($dbh,'cust_main',$step,\$offset,\@recnums)) {
2484 my $cust_main = FS::cust_main->by_key($custnum);
2485 my $payment_gateway;
2486 foreach my $cust_payby ($cust_main->cust_payby('CARD','DCRD')) {
2488 # see if it's already tokenized
2489 if ($cust_payby->tokenized) {
2490 warn "cust_payby ".$cust_payby->get($cust_payby->primary_key)." already tokenized" if $debug;
2494 if ($require_tokenized && $opt{'daily'}) {
2495 $log->info("Untokenized card number detected in cust_payby ".$cust_payby->custpaybynum. '; tokenizing');
2496 $dbh->commit or die $dbh->errstr; # commit log message
2499 # only load gateway if we need to, and only need to load it once
2500 $payment_gateway ||= $cust_main->_payment_gateway({
2503 'nofatal' => 1, # handle lack of gateway smoothly below
2505 unless ($payment_gateway) {
2506 # no reason to have untokenized card numbers saved if no gateway,
2507 # but only a problem if we expected everyone to tokenize card numbers
2508 unless ($require_tokenized) {
2509 warn "Skipping cust_payby for cust_main ".$cust_main->custnum.", no payment gateway" if $debug;
2510 next CUSTLOOP; # can skip rest of customer
2512 my $error = "No gateway found for custnum ".$cust_main->custnum;
2513 if ($opt{'queue'}) {
2515 $log->critical($error);
2516 $dbh->commit or die $dbh->errstr; # commit error message
2517 next; # not next CUSTLOOP, want to record error for every cust_payby
2519 $dbh->rollback if $oldAutoCommit;
2523 my $info = _token_check_gateway_info($cache,$payment_gateway);
2524 unless (ref($info)) {
2525 # only throws error if Business::OnlinePayment won't load,
2526 # which is just cause to abort this whole process, even if queue
2527 $dbh->rollback if $oldAutoCommit;
2528 die $info; # error message
2530 # no fail here--a configured gateway can't tokenize, so be it
2531 unless ($info->{'can_tokenize'}) {
2532 warn "Skipping ".$cust_main->custnum." cannot tokenize" if $debug;
2537 $cust_payby = $cust_payby->select_for_update;
2539 'payment_gateway' => $payment_gateway,
2540 'cust_payby' => $cust_payby,
2542 my $error = $cust_main->realtime_tokenize(\%tokenopts);
2543 if ($cust_payby->tokenized) { # implies no error
2544 $error = $cust_payby->replace;
2546 $error ||= 'Unknown error';
2549 $error = "Error tokenizing cust_payby ".$cust_payby->custpaybynum.": ".$error;
2550 if ($opt{'queue'}) {
2552 $log->critical($error);
2553 $dbh->commit or die $dbh->errstr; # commit log message, release mutex
2554 next; # not next CUSTLOOP, want to record error for every cust_payby
2556 $dbh->rollback if $oldAutoCommit;
2559 $dbh->commit or die $dbh->errstr if $opt{'queue'}; # release mutex
2560 warn "TOKENIZED cust_payby ".$cust_payby->get($cust_payby->primary_key) if $debug;
2562 warn "cust_payby upgraded for custnum ".$cust_main->custnum if $debug;
2566 ### Tokenize/mask transaction tables
2568 # allow tokenization of closed cust_pay/cust_refund records
2569 local $FS::payinfo_Mixin::allow_closed_replace = 1;
2572 # $cust_pay_pending->replace, $cust_pay->replace, $cust_pay_void->replace, $cust_refund->replace all run here
2573 foreach my $table ( qw(cust_pay_pending cust_pay cust_pay_void cust_refund) ) {
2574 warn "Checking $table" if $debug;
2576 # FS::Cursor does not seem to work over multiple commits (gives cursor not found errors)
2577 # loading only record ids, then loading individual records one at a time
2578 my $tclass = 'FS::'.$table;
2582 while (my $recnum = _token_check_next_recnum($dbh,$table,$step,\$offset,\@recnums)) {
2583 my $record = $tclass->by_key($recnum);
2584 unless ($record->payby eq 'CARD') {
2585 warn "Skipping non-card record for $table ".$record->get($record->primary_key) if $debug;
2588 if (FS::cust_main::Billing_Realtime->tokenized($record->payinfo)) {
2589 warn "Skipping tokenized record for $table ".$record->get($record->primary_key) if $debug;
2592 if (!$record->payinfo) { #shouldn't happen, but at least it's not a card number
2593 warn "Skipping blank payinfo for $table ".$record->get($record->primary_key) if $debug;
2596 if ($record->payinfo =~ /N\/A/) { # ??? Not sure why we do this, but it's not a card number
2597 warn "Skipping NA payinfo for $table ".$record->get($record->primary_key) if $debug;
2601 if ($require_tokenized && $opt{'daily'}) {
2602 $log->info("Untokenized card number detected in $table ".$record->get($record->primary_key). ';tokenizing');
2603 $dbh->commit or die $dbh->errstr; # commit log message
2606 my $cust_main = $record->cust_main;
2608 # might happen for cust_pay_pending from failed verify records,
2609 # in which case we attempt tokenization without cust_main
2610 # everything else should absolutely have a cust_main
2611 if ($table eq 'cust_pay_pending' and !$record->custnum ) {
2612 # override the usual safety check and allow the record to be
2613 # updated even without a custnum.
2614 $record->set('custnum_pending', 1);
2616 my $error = "Could not load cust_main for $table ".$record->get($record->primary_key);
2617 if ($opt{'queue'}) {
2619 $log->critical($error);
2620 $dbh->commit or die $dbh->errstr; # commit log message
2623 $dbh->rollback if $oldAutoCommit;
2630 # use the gatewaynum specified by the record if possible
2631 $gateway = FS::payment_gateway->by_key_with_namespace(
2632 'gatewaynum' => $record->gatewaynum,
2633 ) if $record->gateway;
2635 # otherwise use the cust agent gateway if possible (which realtime_refund_bop would do)
2636 # otherwise just use default gateway
2639 $gateway = $cust_main
2640 ? $cust_main->agent->payment_gateway
2641 : FS::payment_gateway->default_gateway;
2643 # check for processor mismatch
2644 unless ($table eq 'cust_pay_pending') { # has no processor table
2645 if (my $processor = $record->processor) {
2647 my $conf_processor = $gateway->gateway_module;
2648 my %bop_options = $gateway->gatewaynum
2650 : @{ $gateway->get('options') };
2652 # this is the same standard used by realtime_refund_bop
2654 ($processor eq $conf_processor) ||
2655 (($conf_processor eq 'CardFortress') && ($processor eq $bop_options{'gateway'}))
2658 # processors don't match, so refund already cannot be run on this object,
2659 # regardless of what we do now...
2660 # but unless we gotta tokenize everything, just leave well enough alone
2661 unless ($require_tokenized) {
2662 warn "Skipping mismatched processor for $table ".$record->get($record->primary_key) if $debug;
2665 ### no error--we'll tokenize using the new gateway, just to remove stored payinfo,
2666 ### because refunds are already impossible for this record, anyway
2668 } # end processor mismatch
2670 } # end record has processor
2671 } # end not cust_pay_pending
2675 # means no default gateway, no promise to tokenize, can skip
2677 warn "Skipping missing gateway for $table ".$record->get($record->primary_key) if $debug;
2681 my $info = _token_check_gateway_info($cache,$gateway);
2682 unless (ref($info)) {
2683 # only throws error if Business::OnlinePayment won't load,
2684 # which is just cause to abort this whole process, even if queue
2685 $dbh->rollback if $oldAutoCommit;
2686 die $info; # error message
2689 # a configured gateway can't tokenize, move along
2690 unless ($info->{'can_tokenize'}) {
2691 warn "Skipping, cannot tokenize $table ".$record->get($record->primary_key) if $debug;
2695 warn "ATTEMPTING GATEWAY-ONLY TOKENIZE" if $debug && !$cust_main;
2697 # if we got this far, time to mutex
2698 $record->select_for_update;
2700 # no clear record of name/address/etc used for transaction,
2701 # but will load name/phone/id from customer if run as an object method,
2702 # so we try that if we can
2704 'payment_gateway' => $gateway,
2706 'payinfo' => $record->payinfo,
2707 'paydate' => $record->paydate,
2709 my $error = $cust_main
2710 ? $cust_main->realtime_tokenize(\%tokenopts)
2711 : FS::cust_main::Billing_Realtime->realtime_tokenize(\%tokenopts);
2712 if (FS::cust_main::Billing_Realtime->tokenized($tokenopts{'payinfo'})) { # implies no error
2713 $record->payinfo($tokenopts{'payinfo'});
2714 $error = $record->replace;
2716 $error ||= 'Unknown error';
2719 $error = "Error tokenizing $table ".$record->get($record->primary_key).": ".$error;
2720 if ($opt{'queue'}) {
2722 $log->critical($error);
2723 $dbh->commit or die $dbh->errstr; # commit log message, release mutex
2726 $dbh->rollback if $oldAutoCommit;
2729 $dbh->commit or die $dbh->errstr if $opt{'queue'}; # release mutex
2730 warn "TOKENIZED $table ".$record->get($record->primary_key) if $debug;
2735 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
2737 return $hascritical ? 'Critical errors occurred on some records, see system log' : '';
2741 sub _token_check_next_recnum {
2742 my ($dbh,$table,$step,$offset,$recnums) = @_;
2743 my $recnum = shift @$recnums;
2744 return $recnum if $recnum;
2745 my $tclass = 'FS::'.$table;
2746 my $sth = $dbh->prepare(
2747 'SELECT '.$tclass->primary_key.
2749 " WHERE ( is_tokenized IS NULL OR is_tokenized = '' ) ".
2750 ' ORDER BY '.$tclass->primary_key.
2753 ) or die $dbh->errstr;
2754 $sth->execute() or die $sth->errstr;
2756 while (my $rec = $sth->fetchrow_hashref) {
2757 push @$recnums, $rec->{$tclass->primary_key};
2761 return shift @$recnums;
2765 sub _token_check_gateway_info {
2766 my ($cache,$payment_gateway) = @_;
2768 return $cache->{$payment_gateway->gateway_module}
2769 if $cache->{$payment_gateway->gateway_module};
2772 $cache->{$payment_gateway->gateway_module} = $info;
2774 my $namespace = $payment_gateway->gateway_namespace;
2775 return $info unless $namespace eq 'Business::OnlinePayment';
2776 $info->{'is_bop'} = 1;
2778 # only need to load this once,
2779 # don't want to load if nothing is_bop
2780 unless ($cache->{'Business::OnlinePayment'}) {
2781 eval "use $namespace";
2782 return "Error initializing Business:OnlinePayment: ".$@ if $@;
2783 $cache->{'Business::OnlinePayment'} = 1;
2786 my $transaction = new $namespace( $payment_gateway->gateway_module,
2787 _bop_options({ 'payment_gateway' => $payment_gateway }),
2790 return $info unless $transaction->can('info');
2791 $info->{'can_info'} = 1;
2793 my %supported_actions = $transaction->info('supported_actions');
2794 $info->{'can_tokenize'} = 1
2795 if $supported_actions{'CC'}
2796 && grep /^Tokenize$/, @{$supported_actions{'CC'}};
2798 # not using this any more, but for future reference...
2799 $info->{'void_requires_card'} = 1
2800 if $transaction->info('CC_void_requires_card');
2811 L<FS::cust_main>, L<FS::cust_main::Billing>