4 use base qw( FS::otaker_Mixin FS::payinfo_transaction_Mixin FS::cust_main_Mixin
6 use vars qw( $DEBUG $me $conf @encrypted_fields
10 use Business::CreditCard;
12 use FS::UID qw( getotaker driver_name );
13 use FS::Misc qw( send_email );
14 use FS::Misc::DateTime qw( parse_datetime ); #for batch_import
15 use FS::Record qw( dbh qsearch qsearchs );
18 use FS::cust_main_Mixin;
19 use FS::payinfo_transaction_Mixin;
21 use FS::cust_bill_pay;
22 use FS::cust_pay_refund;
25 use FS::cust_pay_void;
26 use FS::upgrade_journal;
31 $me = '[FS::cust_pay]';
35 #ask FS::UID to run this stuff for us later
36 FS::UID->install_callback( sub {
40 @encrypted_fields = ('payinfo');
41 sub nohistory_fields { ('payinfo'); }
45 FS::cust_pay - Object methods for cust_pay objects
51 $record = new FS::cust_pay \%hash;
52 $record = new FS::cust_pay { 'column' => 'value' };
54 $error = $record->insert;
56 $error = $new_record->replace($old_record);
58 $error = $record->delete;
60 $error = $record->check;
64 An FS::cust_pay object represents a payment; the transfer of money from a
65 customer. FS::cust_pay inherits from FS::Record. The following fields are
72 primary key (assigned automatically for new payments)
76 customer (see L<FS::cust_main>)
80 specified as a UNIX timestamp; see L<perlfunc/"time">. Also see
81 L<Time::Local> and L<Date::Parse> for conversion functions.
85 Amount of this payment
89 order taker (see L<FS::access_user>)
93 Payment Type (See L<FS::payinfo_Mixin> for valid values)
97 Payment Information (See L<FS::payinfo_Mixin> for data format)
101 Credit card type, if appropriate; autodetected.
105 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
109 obsolete text field for tracking card processing or other batch grouping
113 Optional unique identifer to prevent duplicate transactions.
117 books closed flag, empty or `Y'
121 Desired pkgnum when using experimental package balances.
125 Flag to only allow manual application of payment, empty or 'Y'
129 The bank where the payment was deposited.
133 The name of the depositor.
137 The deposit account number.
145 The number of the batch this payment came from (see L<FS::pay_batch>),
146 or null if it was processed through a realtime gateway or entered manually.
150 The number of the realtime or batch gateway L<FS::payment_gateway>) this
151 payment was processed through. Null if it was entered manually or processed
152 by the "system default" gateway, which doesn't have a number.
156 The name of the processor module (Business::OnlinePayment, ::BatchPayment,
157 or ::OnlineThirdPartyPayment subclass) used for this payment. Slightly
158 redundant with C<gatewaynum>.
162 The authorization number returned by the credit card network.
166 The transaction ID returned by the gateway, if any. This is usually what
167 you would use to initiate a void or refund of the payment.
177 Creates a new payment. To add the payment to the databse, see L<"insert">.
181 sub table { 'cust_pay'; }
182 sub cust_linked { $_[0]->cust_main_custnum; }
183 sub cust_unlinked_msg {
185 "WARNING: can't find cust_main.custnum ". $self->custnum.
186 ' (cust_pay.paynum '. $self->paynum. ')';
189 =item insert [ OPTION => VALUE ... ]
191 Adds this payment to the database.
193 For backwards-compatibility and convenience, if the additional field invnum
194 is defined, an FS::cust_bill_pay record for the full amount of the payment
195 will be created. In this case, custnum is optional.
197 If the additional field discount_term is defined then a prepayment discount
198 is taken for that length of time. It is an error for the customer to owe
199 after this payment is made.
201 A hash of optional arguments may be passed. Currently "manual" is supported.
202 If true, a payment receipt is sent instead of a statement when
203 'payment_receipt_email' configuration option is set.
205 About the "manual" flag: Normally, if the 'payment_receipt' config option
206 is set, and the customer has an invoice email address, inserting a payment
207 causes a I<statement> to be emailed to the customer. If the payment is
208 considered "manual" (or if the customer has no invoices), then it will
209 instead send a I<payment receipt>. "manual" should be true whenever a
210 payment is created directly from the web interface, from a user-initiated
211 realtime payment, or from a third-party payment via self-service. It should
212 be I<false> when creating a payment from a billing event or from a batch.
217 my($self, %options) = @_;
219 local $SIG{HUP} = 'IGNORE';
220 local $SIG{INT} = 'IGNORE';
221 local $SIG{QUIT} = 'IGNORE';
222 local $SIG{TERM} = 'IGNORE';
223 local $SIG{TSTP} = 'IGNORE';
224 local $SIG{PIPE} = 'IGNORE';
226 my $oldAutoCommit = $FS::UID::AutoCommit;
227 local $FS::UID::AutoCommit = 0;
231 if ( $self->invnum ) {
232 $cust_bill = qsearchs('cust_bill', { 'invnum' => $self->invnum } )
234 $dbh->rollback if $oldAutoCommit;
235 return "Unknown cust_bill.invnum: ". $self->invnum;
237 if ($self->custnum && ($cust_bill->custnum ne $self->custnum)) {
238 $dbh->rollback if $oldAutoCommit;
239 return "Invoice custnum ".$cust_bill->custnum
240 ." does not match specified custnum ".$self->custnum
241 ." for invoice ".$self->invnum;
243 $self->custnum($cust_bill->custnum );
246 my $error = $self->check;
247 return $error if $error;
249 my $cust_main = $self->cust_main;
250 my $old_balance = $cust_main->balance;
252 $error = $self->SUPER::insert;
254 $dbh->rollback if $oldAutoCommit;
255 return "error inserting cust_pay: $error";
258 if ( my $credit_type = $conf->config('prepayment_discounts-credit_type') ) {
259 if ( my $months = $self->discount_term ) {
260 # XXX this should be moved out somewhere, but discount_term_values
262 my ($cust_bill) = ($cust_main->cust_bill)[-1]; # most recent invoice
263 return "can't accept prepayment for an unbilled customer" if !$cust_bill;
265 # %billing_pkgs contains this customer's active monthly packages.
266 # Recurring fees for those packages will be credited and then rebilled
267 # for the full discount term. Other packages on the last invoice
268 # (canceled, non-monthly recurring, or one-time charges) will be
270 my %billing_pkgs = map { $_->pkgnum => $_ }
271 grep { $_->part_pkg->freq eq '1' }
272 $cust_main->billing_pkgs;
273 my $credit = 0; # sum of recurring charges from that invoice
274 my $last_bill_date = 0; # the real bill date
275 foreach my $item ( $cust_bill->cust_bill_pkg ) {
276 next if !exists($billing_pkgs{$item->pkgnum}); # skip inactive packages
277 $credit += $item->recur;
278 $last_bill_date = $item->cust_pkg->last_bill
279 if defined($item->cust_pkg)
280 and $item->cust_pkg->last_bill > $last_bill_date
283 my $cust_credit = new FS::cust_credit {
284 'custnum' => $self->custnum,
285 'amount' => sprintf('%.2f', $credit),
286 'reason' => 'customer chose to prepay for discount',
288 $error = $cust_credit->insert('reason_type' => $credit_type);
290 $dbh->rollback if $oldAutoCommit;
291 return "error inserting prepayment credit: $error";
295 # bill for the entire term
296 $_->bill($_->last_bill) foreach (values %billing_pkgs);
297 $error = $cust_main->bill(
298 # no recurring_only, we want unbilled packages with start dates to
300 'no_usage_reset' => 1,
301 'time' => $last_bill_date, # not $cust_bill->_date
302 'pkg_list' => [ values %billing_pkgs ],
303 'freq_override' => $months,
306 $dbh->rollback if $oldAutoCommit;
307 return "error inserting cust_pay: $error";
309 $error = $cust_main->apply_payments_and_credits;
311 $dbh->rollback if $oldAutoCommit;
312 return "error inserting cust_pay: $error";
314 my $new_balance = $cust_main->balance;
315 if ($new_balance > 0) {
316 $dbh->rollback if $oldAutoCommit;
317 return "balance after prepay discount attempt: $new_balance";
319 # user friendly: override the "apply only to this invoice" mode
326 if ( $self->invnum ) {
327 my $cust_bill_pay = new FS::cust_bill_pay {
328 'invnum' => $self->invnum,
329 'paynum' => $self->paynum,
330 'amount' => $self->paid,
331 '_date' => $self->_date,
333 $error = $cust_bill_pay->insert(%options);
335 if ( $ignore_noapply ) {
336 warn "warning: error inserting cust_bill_pay: $error ".
337 "(ignore_noapply flag set; inserting cust_pay record anyway)\n";
339 $dbh->rollback if $oldAutoCommit;
340 return "error inserting cust_bill_pay: $error";
345 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
347 # possibly trigger package unsuspend, doesn't abort transaction on failure
348 $self->unsuspend_balance if $old_balance;
350 #bill setup fees for voip_cdr bill_every_call packages
351 #some false laziness w/search in freeside-cdrd
353 'LEFT JOIN part_pkg USING ( pkgpart ) '.
354 "LEFT JOIN part_pkg_option
355 ON ( cust_pkg.pkgpart = part_pkg_option.pkgpart
356 AND part_pkg_option.optionname = 'bill_every_call' )";
358 my $extra_sql = " AND plan = 'voip_cdr' AND optionvalue = '1' ".
359 " AND ( cust_pkg.setup IS NULL OR cust_pkg.setup = 0 ) ";
361 my @cust_pkg = qsearch({
362 'table' => 'cust_pkg',
363 'addl_from' => $addl_from,
364 'hashref' => { 'custnum' => $self->custnum,
368 'extra_sql' => $extra_sql,
372 warn "voip_cdr bill_every_call packages found; billing customer\n";
373 my $bill_error = $self->cust_main->bill_and_collect( 'fatal' => 'return' );
375 warn "WARNING: Error billing customer: $bill_error\n";
378 #end of billing setup fees for voip_cdr bill_every_call packages
380 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
383 my $trigger = $conf->config('payment_receipt-trigger',
384 $self->cust_main->agentnum) || 'cust_pay';
385 if ( $trigger eq 'cust_pay' ) {
386 my $error = $self->send_receipt(
387 'manual' => $options{'manual'},
388 'cust_bill' => $cust_bill,
389 'cust_main' => $cust_main,
391 warn "can't send payment receipt/statement: $error" if $error;
394 #run payment events immediately
395 my $due_cust_event = $self->cust_main->due_cust_event(
396 'eventtable' => 'cust_pay',
397 'objects' => [ $self ],
399 if ( !ref($due_cust_event) ) {
400 warn "Error searching for cust_pay billing events: $due_cust_event\n";
402 foreach my $cust_event (@$due_cust_event) {
403 next unless $cust_event->test_conditions;
404 if ( my $error = $cust_event->do_event() ) {
405 warn "Error running cust_pay billing event: $error\n";
414 =item void [ REASON ]
416 Voids this payment: deletes the payment and all associated applications and
417 adds a record of the voided payment to the FS::cust_pay_void table.
424 local $SIG{HUP} = 'IGNORE';
425 local $SIG{INT} = 'IGNORE';
426 local $SIG{QUIT} = 'IGNORE';
427 local $SIG{TERM} = 'IGNORE';
428 local $SIG{TSTP} = 'IGNORE';
429 local $SIG{PIPE} = 'IGNORE';
431 my $oldAutoCommit = $FS::UID::AutoCommit;
432 local $FS::UID::AutoCommit = 0;
435 my $cust_pay_void = new FS::cust_pay_void ( {
436 map { $_ => $self->get($_) } $self->fields
438 $cust_pay_void->reason(shift) if scalar(@_);
439 my $error = $cust_pay_void->insert;
441 my $cust_pay_pending =
442 qsearchs('cust_pay_pending', { paynum => $self->paynum });
443 if ( $cust_pay_pending ) {
444 $cust_pay_pending->set('void_paynum', $self->paynum);
445 $cust_pay_pending->set('paynum', '');
446 $error ||= $cust_pay_pending->replace;
449 $error ||= $self->delete;
452 $dbh->rollback if $oldAutoCommit;
456 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
464 Unless the closed flag is set, deletes this payment and all associated
465 applications (see L<FS::cust_bill_pay> and L<FS::cust_pay_refund>). In most
466 cases, you want to use the void method instead to leave a record of the
471 # very similar to FS::cust_credit::delete
474 return "Can't delete closed payment" if $self->closed =~ /^Y/i;
476 local $SIG{HUP} = 'IGNORE';
477 local $SIG{INT} = 'IGNORE';
478 local $SIG{QUIT} = 'IGNORE';
479 local $SIG{TERM} = 'IGNORE';
480 local $SIG{TSTP} = 'IGNORE';
481 local $SIG{PIPE} = 'IGNORE';
483 my $oldAutoCommit = $FS::UID::AutoCommit;
484 local $FS::UID::AutoCommit = 0;
487 foreach my $app ( $self->cust_bill_pay, $self->cust_pay_refund ) {
488 my $error = $app->delete;
490 $dbh->rollback if $oldAutoCommit;
495 my $error = $self->SUPER::delete(@_);
497 $dbh->rollback if $oldAutoCommit;
501 if ( $conf->exists('deletepayments')
502 && $conf->config('deletepayments') ne '' ) {
504 my $cust_main = $self->cust_main;
506 my $error = send_email(
507 'from' => $conf->config('invoice_from', $self->cust_main->agentnum),
508 #invoice_from??? well as good as any
509 'to' => $conf->config('deletepayments'),
510 'subject' => 'FREESIDE NOTIFICATION: Payment deleted',
512 "This is an automatic message from your Freeside installation\n",
513 "informing you that the following payment has been deleted:\n",
515 'paynum: '. $self->paynum. "\n",
516 'custnum: '. $self->custnum.
517 " (". $cust_main->last. ", ". $cust_main->first. ")\n",
518 'paid: $'. sprintf("%.2f", $self->paid). "\n",
519 'date: '. time2str("%a %b %e %T %Y", $self->_date). "\n",
520 'payby: '. $self->payby. "\n",
521 'payinfo: '. $self->paymask. "\n",
522 'paybatch: '. $self->paybatch. "\n",
527 $dbh->rollback if $oldAutoCommit;
528 return "can't send payment deletion notification: $error";
533 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
539 =item replace [ OLD_RECORD ]
541 You can, but probably shouldn't modify payments...
543 Replaces the OLD_RECORD with this one in the database, or, if OLD_RECORD is not
544 supplied, replaces this record. If there is an error, returns the error,
545 otherwise returns false.
551 return "Can't modify closed payment"
552 if $self->closed =~ /^Y/i && !$FS::payinfo_Mixin::allow_closed_replace;
553 $self->SUPER::replace(@_);
558 Checks all fields to make sure this is a valid payment. If there is an error,
559 returns the error, otherwise returns false. Called by the insert method.
566 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
569 $self->ut_numbern('paynum')
570 || $self->ut_numbern('custnum')
571 || $self->ut_numbern('_date')
572 || $self->ut_money('paid')
573 || $self->ut_alphan('otaker')
574 || $self->ut_textn('paybatch')
575 || $self->ut_textn('payunique')
576 || $self->ut_enum('closed', [ '', 'Y' ])
577 || $self->ut_flag('no_auto_apply')
578 || $self->ut_foreign_keyn('pkgnum', 'cust_pkg', 'pkgnum')
579 || $self->ut_textn('bank')
580 || $self->ut_alphan('depositor')
581 || $self->ut_numbern('account')
582 || $self->ut_numbern('teller')
583 || $self->ut_foreign_keyn('batchnum', 'pay_batch', 'batchnum')
584 || $self->payinfo_check()
586 return $error if $error;
588 return "paid must be > 0 " if $self->paid <= 0;
590 return "unknown cust_main.custnum: ". $self->custnum
592 || qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
594 $self->_date(time) unless $self->_date;
596 return "invalid discount_term"
597 if ($self->discount_term && $self->discount_term < 2);
599 if ( $self->payby eq 'CASH' and $conf->exists('require_cash_deposit_info') ) {
600 foreach (qw(bank depositor account teller)) {
601 return "$_ required" if $self->get($_) eq '';
605 #i guess not now, with cust_pay_pending, if we actually make it here, we _do_ want to record it
606 # # UNIQUE index should catch this too, without race conditions, but this
607 # # should give a better error message the other 99.9% of the time...
608 # if ( length($self->payunique)
609 # && qsearchs('cust_pay', { 'payunique' => $self->payunique } ) ) {
610 # #well, it *could* be a better error message
611 # return "duplicate transaction".
612 # " - a payment with unique identifer ". $self->payunique.
619 =item send_receipt HASHREF | OPTION => VALUE ...
621 Sends a payment receipt for this payment..
629 Flag indicating the payment is being made manually.
633 Invoice (FS::cust_bill) object. If not specified, the most recent invoice
638 Customer (FS::cust_main) object (for efficiency).
646 my $opt = ref($_[0]) ? shift : { @_ };
648 my $cust_bill = $opt->{'cust_bill'};
649 my $cust_main = $opt->{'cust_main'} || $self->cust_main;
651 my $conf = new FS::Conf;
653 return '' unless $conf->config_bool('payment_receipt', $cust_main->agentnum);
655 my @invoicing_list = $cust_main->invoicing_list_emailonly;
656 return '' unless @invoicing_list;
658 $cust_bill ||= ($cust_main->cust_bill)[-1]; #rather inefficient though?
662 if ( ( exists($opt->{'manual'}) && $opt->{'manual'} )
663 #|| ! $conf->exists('invoice_html_statement')
667 my $msgnum = $conf->config('payment_receipt_msgnum', $cust_main->agentnum);
670 my %substitutions = ();
671 $substitutions{invnum} = $opt->{cust_bill}->invnum if $opt->{cust_bill};
673 my $queue = new FS::queue {
674 'job' => 'FS::Misc::process_send_email',
675 'paynum' => $self->paynum,
676 'custnum' => $cust_main->custnum,
678 $error = $queue->insert(
679 FS::msg_template->by_key($msgnum)->prepare(
680 'cust_main' => $cust_main,
682 'from_config' => 'payment_receipt_from',
683 'substitutions' => \%substitutions,
685 'msgtype' => 'receipt', # override msg_template's default
688 } elsif ( $conf->exists('payment_receipt_email') ) {
690 my $receipt_template = new Text::Template (
692 SOURCE => [ map "$_\n", $conf->config('payment_receipt_email') ],
694 warn "can't create payment receipt template: $Text::Template::ERROR";
698 my $payby = $self->payby;
699 my $payinfo = $self->payinfo;
700 $payby =~ s/^BILL$/Check/ if $payinfo;
701 if ( $payby eq 'CARD' || $payby eq 'CHEK' ) {
702 $payinfo = $self->paymask
704 $payinfo = $self->decrypt($payinfo);
706 $payby =~ s/^CHEK$/Electronic check/;
709 'date' => time2str("%a %B %o, %Y", $self->_date),
710 'name' => $cust_main->name,
711 'paynum' => $self->paynum,
712 'paid' => sprintf("%.2f", $self->paid),
713 'payby' => ucfirst(lc($payby)),
714 'payinfo' => $payinfo,
715 'balance' => $cust_main->balance,
716 'company_name' => $conf->config('company_name', $cust_main->agentnum),
719 $fill_in{'invnum'} = $opt->{cust_bill}->invnum if $opt->{cust_bill};
721 if ( $opt->{'cust_pkg'} ) {
722 $fill_in{'pkg'} = $opt->{'cust_pkg'}->part_pkg->pkg;
723 #setup date, other things?
726 my $queue = new FS::queue {
727 'job' => 'FS::Misc::process_send_generated_email',
728 'paynum' => $self->paynum,
729 'custnum' => $cust_main->custnum,
730 'msgtype' => 'receipt',
732 $error = $queue->insert(
733 'from' => $conf->invoice_from_full( $cust_main->agentnum ),
734 #invoice_from??? well as good as any
735 'to' => \@invoicing_list,
736 'subject' => 'Payment receipt',
737 'body' => [ $receipt_template->fill_in( HASH => \%fill_in ) ],
742 warn "payment_receipt is on, but no payment_receipt_msgnum\n";
746 } elsif ( ! $cust_main->invoice_noemail ) { #not manual
748 # check to see if they want to send specific message template as receipt for auto payments
749 my $msgnum = $conf->config('payment_receipt_msgnum_auto', $cust_main->agentnum);
752 my %substitutions = ();
753 $substitutions{invnum} = $opt->{cust_bill}->invnum if $opt->{cust_bill};
755 my $queue = new FS::queue {
756 'job' => 'FS::Misc::process_send_email',
757 'paynum' => $self->paynum,
758 'custnum' => $cust_main->custnum,
761 $error = $queue->insert(
762 FS::msg_template->by_key($msgnum)->prepare(
763 'cust_main' => $cust_main,
765 'from_config' => 'payment_receipt_from',
766 'substitutions' => \%substitutions,
768 'msgtype' => 'receipt', # override msg_template's default
773 my $queue = new FS::queue {
774 'job' => 'FS::cust_bill::queueable_email',
775 'paynum' => $self->paynum,
776 'custnum' => $cust_main->custnum,
780 'invnum' => $cust_bill->invnum,
784 if ( my $mode = $conf->config('payment_receipt_statement_mode') ) {
785 $opt{'mode'} = $mode;
787 # backward compatibility, no good fix for this yet as some people may
788 # still have "invoice_latex_statement" and such options
789 $opt{'template'} = 'statement';
790 $opt{'notice_name'} = 'Statement';
793 $error = $queue->insert(%opt);
800 warn "send_receipt: $error\n" if $error;
805 Returns all applications to invoices (see L<FS::cust_bill_pay>) for this
812 map { $_ } #return $self->num_cust_bill_pay unless wantarray;
813 sort { $a->_date <=> $b->_date
814 || $a->invnum <=> $b->invnum }
815 qsearch( 'cust_bill_pay', { 'paynum' => $self->paynum } )
819 =item cust_pay_refund
821 Returns all applications of refunds (see L<FS::cust_pay_refund>) to this
826 sub cust_pay_refund {
828 map { $_ } #return $self->num_cust_pay_refund unless wantarray;
829 sort { $a->_date <=> $b->_date }
830 qsearch( 'cust_pay_refund', { 'paynum' => $self->paynum } )
837 Returns the amount of this payment that is still unapplied; which is
838 paid minus all payment applications (see L<FS::cust_bill_pay>) and refund
839 applications (see L<FS::cust_pay_refund>).
845 my $amount = $self->paid;
846 $amount -= $_->amount foreach ( $self->cust_bill_pay );
847 $amount -= $_->amount foreach ( $self->cust_pay_refund );
848 sprintf("%.2f", $amount );
853 Returns the amount of this payment that has not been refuned; which is
854 paid minus all refund applications (see L<FS::cust_pay_refund>).
860 my $amount = $self->paid;
861 $amount -= $_->amount foreach ( $self->cust_pay_refund );
862 sprintf("%.2f", $amount );
867 Returns the "paid" field.
876 =item delete_cust_bill_pay OPTIONS
878 Deletes all associated cust_bill_pay records.
880 If option 'unapplied' is a specified, only deletes until
881 this object's 'unapplied' value is >= the specified amount.
882 (Deletes in order returned by L</cust_bill_pay>.)
886 sub delete_cust_bill_pay {
890 local $SIG{HUP} = 'IGNORE';
891 local $SIG{INT} = 'IGNORE';
892 local $SIG{QUIT} = 'IGNORE';
893 local $SIG{TERM} = 'IGNORE';
894 local $SIG{TSTP} = 'IGNORE';
895 local $SIG{PIPE} = 'IGNORE';
897 my $oldAutoCommit = $FS::UID::AutoCommit;
898 local $FS::UID::AutoCommit = 0;
901 my $unapplied = $self->unapplied; #only need to look it up once
905 # Maybe we should reverse the order these get deleted in?
906 # ie delete newest first?
907 # keeping consistent with how bop refunds work, for now...
908 foreach my $cust_bill_pay ( $self->cust_bill_pay ) {
909 last if $opt{'unapplied'} && ($unapplied > $opt{'unapplied'});
910 $unapplied += $cust_bill_pay->amount;
911 $error = $cust_bill_pay->delete;
916 $dbh->rollback if $oldAutoCommit;
920 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
926 Accepts input for creating a new FS::cust_refund object.
927 Unapplies payment from invoices up to the amount of the refund,
928 creates the refund and applies payment to refund. Allows entire
929 process to be handled in one transaction.
931 Causes a fatal error if called on CARD or CHEK payments.
938 die "Cannot call cust_pay->refund on " . $self->payby
939 if grep { $_ eq $self->payby } qw(CARD CHEK);
941 local $SIG{HUP} = 'IGNORE';
942 local $SIG{INT} = 'IGNORE';
943 local $SIG{QUIT} = 'IGNORE';
944 local $SIG{TERM} = 'IGNORE';
945 local $SIG{TSTP} = 'IGNORE';
946 local $SIG{PIPE} = 'IGNORE';
948 my $oldAutoCommit = $FS::UID::AutoCommit;
949 local $FS::UID::AutoCommit = 0;
952 my $error = $self->delete_cust_bill_pay('amount' => $hash->{'amount'});
955 $dbh->rollback if $oldAutoCommit;
959 $hash->{'paynum'} = $self->paynum;
960 my $new = new FS::cust_refund ( $hash );
961 $error = $new->insert;
964 $dbh->rollback if $oldAutoCommit;
968 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
972 ### refund_to_unapply/unapply_refund false laziness with FS::cust_credit
974 =item refund_to_unapply
976 Returns L<FS::cust_pay_refund> objects that will be deleted by L</unapply_refund>
977 (all currently applied refunds that aren't closed.)
978 Returns empty list if payment itself is closed.
982 sub refund_to_unapply {
984 return () if $self->closed;
986 'table' => 'cust_pay_refund',
987 'hashref' => { 'paynum' => $self->paynum },
988 'addl_from' => 'LEFT JOIN cust_refund USING (refundnum)',
989 'extra_sql' => "AND cust_refund.closed IS NULL AND cust_refund.source_paynum IS NULL",
995 Deletes all objects returned by L</refund_to_unapply>.
1002 local $SIG{HUP} = 'IGNORE';
1003 local $SIG{INT} = 'IGNORE';
1004 local $SIG{QUIT} = 'IGNORE';
1005 local $SIG{TERM} = 'IGNORE';
1006 local $SIG{TSTP} = 'IGNORE';
1007 local $SIG{PIPE} = 'IGNORE';
1009 my $oldAutoCommit = $FS::UID::AutoCommit;
1010 local $FS::UID::AutoCommit = 0;
1012 foreach my $cust_pay_refund ($self->refund_to_unapply) {
1013 my $error = $cust_pay_refund->delete;
1015 dbh->rollback if $oldAutoCommit;
1020 dbh->commit or die dbh->errstr if $oldAutoCommit;
1026 =head1 CLASS METHODS
1030 =item batch_insert CUST_PAY_OBJECT, ...
1032 Class method which inserts multiple payments. Takes a list of FS::cust_pay
1033 objects. Returns a list, each element representing the status of inserting the
1034 corresponding payment - empty. If there is an error inserting any payment, the
1035 entire transaction is rolled back, i.e. all payments are inserted or none are.
1037 FS::cust_pay objects may have the pseudo-field 'apply_to', containing a
1038 reference to an array of (uninserted) FS::cust_bill_pay objects. If so,
1039 those objects will be inserted with the paynum of the payment, and for
1040 each one, an error message or an empty string will be inserted into the
1045 my @errors = FS::cust_pay->batch_insert(@cust_pay);
1046 my $num_errors = scalar(grep $_, @errors);
1047 if ( $num_errors == 0 ) {
1048 #success; all payments were inserted
1050 #failure; no payments were inserted.
1056 my $self = shift; #class method
1058 local $SIG{HUP} = 'IGNORE';
1059 local $SIG{INT} = 'IGNORE';
1060 local $SIG{QUIT} = 'IGNORE';
1061 local $SIG{TERM} = 'IGNORE';
1062 local $SIG{TSTP} = 'IGNORE';
1063 local $SIG{PIPE} = 'IGNORE';
1065 my $oldAutoCommit = $FS::UID::AutoCommit;
1066 local $FS::UID::AutoCommit = 0;
1072 foreach my $cust_pay (@_) {
1073 my $error = $cust_pay->insert( 'manual' => 1 );
1074 push @errors, $error;
1075 $num_errors++ if $error;
1077 if ( ref($cust_pay->get('apply_to')) eq 'ARRAY' ) {
1079 foreach my $cust_bill_pay ( @{ $cust_pay->apply_to } ) {
1080 if ( $error ) { # insert placeholders if cust_pay wasn't inserted
1084 $cust_bill_pay->set('paynum', $cust_pay->paynum);
1085 my $apply_error = $cust_bill_pay->insert;
1086 push @errors, $apply_error || '';
1087 $num_errors++ if $apply_error;
1091 } elsif ( !$error ) { #normal case: apply payments as usual
1092 $cust_pay->cust_main->apply_payments( 'manual'=>1 );
1097 if ( $num_errors ) {
1098 $dbh->rollback if $oldAutoCommit;
1100 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1109 Returns an SQL fragment to retreive the unapplied amount.
1114 my ($class, $start, $end) = @_;
1115 my $bill_start = $start ? "AND cust_bill_pay._date <= $start" : '';
1116 my $bill_end = $end ? "AND cust_bill_pay._date > $end" : '';
1117 my $refund_start = $start ? "AND cust_pay_refund._date <= $start" : '';
1118 my $refund_end = $end ? "AND cust_pay_refund._date > $end" : '';
1122 ( SELECT SUM(amount) FROM cust_bill_pay
1123 WHERE cust_pay.paynum = cust_bill_pay.paynum
1124 $bill_start $bill_end )
1128 ( SELECT SUM(amount) FROM cust_pay_refund
1129 WHERE cust_pay.paynum = cust_pay_refund.paynum
1130 $refund_start $refund_end )
1142 #my( $self, %opt ) = @_;
1145 +{ 'paynum' => $self->paynum,
1146 '_date' => $self->_date,
1147 'date' => time2str("%b %o, %Y", $self->_date),
1148 'date_short' => time2str("%m-%d-%Y", $self->_date),
1149 'paid' => sprintf('%.2f', $self->paid),
1150 'payby' => $self->payby,
1151 'paycardtype' => $self->paycardtype,
1152 'paymask' => $self->paymask,
1153 'processor' => $self->processor,
1154 'auth' => $self->auth,
1155 'order_number' => $self->order_number,
1163 # Used by FS::Upgrade to migrate to a new database.
1167 sub _upgrade_data { #class method
1168 my ($class, %opt) = @_;
1170 warn "$me upgrading $class\n" if $DEBUG;
1172 local $FS::payinfo_Mixin::ignore_masked_payinfo = 1;
1175 # otaker/ivan upgrade
1178 unless ( FS::upgrade_journal->is_done('cust_pay__otaker_ivan') ) {
1180 #not the most efficient, but hey, it only has to run once
1182 my $where = "WHERE ( otaker IS NULL OR otaker = '' OR otaker = 'ivan' ) ".
1183 " AND usernum IS NULL ".
1184 " AND 0 < ( SELECT COUNT(*) FROM cust_main ".
1185 " WHERE cust_main.custnum = cust_pay.custnum ) ";
1187 my $count_sql = "SELECT COUNT(*) FROM cust_pay $where";
1189 my $sth = dbh->prepare($count_sql) or die dbh->errstr;
1190 $sth->execute or die $sth->errstr;
1191 my $total = $sth->fetchrow_arrayref->[0];
1192 #warn "$total cust_pay records to update\n"
1194 local($DEBUG) = 2 if $total > 1000; #could be a while, force progress info
1199 my @cust_pay = qsearch( {
1200 'table' => 'cust_pay',
1202 'extra_sql' => $where,
1203 'order_by' => 'ORDER BY paynum',
1206 foreach my $cust_pay (@cust_pay) {
1208 my $h_cust_pay = $cust_pay->h_search('insert');
1209 if ( $h_cust_pay ) {
1210 next if $cust_pay->otaker eq $h_cust_pay->history_user;
1211 #$cust_pay->otaker($h_cust_pay->history_user);
1212 $cust_pay->set('otaker', $h_cust_pay->history_user);
1214 $cust_pay->set('otaker', 'legacy');
1217 delete $FS::payby::hash{'COMP'}->{cust_pay}; #quelle kludge
1218 my $error = $cust_pay->replace;
1221 warn " *** WARNING: Error updating order taker for payment paynum ".
1222 $cust_pay->paynun. ": $error\n";
1226 $FS::payby::hash{'COMP'}->{cust_pay} = ''; #restore it
1229 if ( $DEBUG > 1 && $lastprog + 30 < time ) {
1230 warn "$me $count/$total (".sprintf('%.2f',100*$count/$total). '%)'."\n";
1236 FS::upgrade_journal->set_done('cust_pay__otaker_ivan');
1240 # payinfo N/A upgrade
1243 unless ( FS::upgrade_journal->is_done('cust_pay__payinfo_na') ) {
1245 #XXX remove the 'N/A (tokenized)' part (or just this entire thing)
1247 my @na_cust_pay = qsearch( {
1248 'table' => 'cust_pay',
1249 'hashref' => {}, #could be encrypted# { 'payinfo' => 'N/A' },
1250 'extra_sql' => "WHERE ( payinfo = 'N/A' OR paymask = 'N/AA' OR paymask = 'N/A (tokenized)' ) AND payby IN ( 'CARD', 'CHEK' )",
1253 foreach my $na ( @na_cust_pay ) {
1255 next unless $na->payinfo eq 'N/A';
1257 my $cust_pay_pending =
1258 qsearchs('cust_pay_pending', { 'paynum' => $na->paynum } );
1259 unless ( $cust_pay_pending ) {
1260 warn " *** WARNING: not-yet recoverable N/A card for payment ".
1261 $na->paynum. " (no cust_pay_pending)\n";
1264 $na->$_($cust_pay_pending->$_) for qw( payinfo paymask );
1265 my $error = $na->replace;
1267 warn " *** WARNING: Error updating payinfo for payment paynum ".
1268 $na->paynun. ": $error\n";
1274 FS::upgrade_journal->set_done('cust_pay__payinfo_na');
1278 # otaker->usernum upgrade
1281 delete $FS::payby::hash{'COMP'}->{cust_pay}; #quelle kludge
1282 $class->_upgrade_otaker(%opt);
1283 $FS::payby::hash{'COMP'}->{cust_pay} = ''; #restore it
1285 # if we do this anywhere else, it should become an FS::Upgrade method
1286 my $num_to_upgrade = $class->count('paybatch is not null');
1287 my $num_jobs = FS::queue->count('job = \'FS::cust_pay::process_upgrade_paybatch\' and status != \'failed\'');
1288 if ( $num_to_upgrade > 0 ) {
1289 warn "Need to migrate paybatch field in $num_to_upgrade payments.\n";
1290 if ( $opt{queue} ) {
1291 if ( $num_jobs > 0 ) {
1292 warn "Upgrade already queued.\n";
1294 warn "Scheduling upgrade.\n";
1295 my $job = FS::queue->new({ job => 'FS::cust_pay::process_upgrade_paybatch' });
1299 process_upgrade_paybatch();
1304 # don't set paycardtype until 4.x
1306 #$class->upgrade_set_cardtype;
1308 # for batch payments, make sure paymask is set
1310 local $FS::payinfo_Mixin::allow_closed_replace = 1;
1311 local $FS::payinfo_Mixin::ignore_masked_payinfo = 1;
1313 my $cursor = FS::Cursor->new({
1314 table => 'cust_pay',
1315 extra_sql => ' WHERE paymask IS NULL AND payinfo IS NOT NULL
1316 AND payby IN(\'CARD\', \'CHEK\')
1317 AND batchnum IS NOT NULL',
1320 # records from cursors for some reason don't decrypt payinfo, so
1321 # call replace_old to fetch the record "normally"
1322 while (my $cust_pay = $cursor->fetch) {
1323 $cust_pay = $cust_pay->replace_old;
1324 $cust_pay->set('paymask', $cust_pay->mask_payinfo);
1325 my $error = $cust_pay->replace;
1327 die "$error (setting masked payinfo on payment#". $cust_pay->paynum.
1334 sub process_upgrade_paybatch {
1336 local $FS::payinfo_Mixin::ignore_masked_payinfo = 1;
1337 local $FS::UID::AutoCommit = 1;
1340 # migrate batchnums from the misused 'paybatch' field to 'batchnum'
1342 my $text = (driver_name =~ /^mysql/i) ? 'char' : 'text';
1343 my $search = FS::Cursor->new( {
1344 'table' => 'cust_pay',
1345 'addl_from' => " JOIN pay_batch ON cust_pay.paybatch = CAST(pay_batch.batchnum AS $text) ",
1347 while (my $cust_pay = $search->fetch) {
1348 $cust_pay->set('batchnum' => $cust_pay->paybatch);
1349 $cust_pay->set('paybatch' => '');
1350 my $error = $cust_pay->replace;
1351 warn "error setting batchnum on cust_pay #".$cust_pay->paynum.":\n $error"
1356 # migrate gateway info from the misused 'paybatch' field
1359 # not only cust_pay, but also voided and refunded payments
1360 if (!FS::upgrade_journal->is_done('cust_pay__parse_paybatch_1')) {
1361 local $FS::Record::nowarn_classload=1;
1362 # really inefficient, but again, only has to run once
1363 foreach my $table (qw(cust_pay cust_pay_void cust_refund)) {
1364 my $and_batchnum_is_null =
1365 ( $table =~ /^cust_pay/ ? ' AND batchnum IS NULL' : '' );
1366 my $pkey = ($table =~ /^cust_pay/ ? 'paynum' : 'refundnum');
1367 my $search = FS::Cursor->new({
1369 extra_sql => "WHERE payby IN('CARD','CHEK') ".
1370 "AND (paybatch IS NOT NULL ".
1371 "OR (paybatch IS NULL AND auth IS NULL
1372 $and_batchnum_is_null ) )
1373 ORDER BY $pkey DESC"
1375 while ( my $object = $search->fetch ) {
1376 if ( $object->paybatch eq '' ) {
1377 # repair for a previous upgrade that didn't save 'auth'
1378 my $pkey = $object->primary_key;
1379 # find the last history record that had a paybatch value
1381 table => "h_$table",
1383 $pkey => $object->$pkey,
1384 paybatch => { op=>'!=', value=>''},
1385 history_action => 'replace_old',
1387 order_by => 'ORDER BY history_date DESC LIMIT 1',
1390 warn "couldn't find paybatch history record for $table ".$object->$pkey."\n";
1393 # if the paybatch didn't have an auth string, then it's fine
1394 $h->paybatch =~ /:(\w+):/ or next;
1395 # set paybatch to what it was in that record
1396 $object->set('paybatch', $h->paybatch)
1397 # and then upgrade it like the old records
1400 my $parsed = $object->_parse_paybatch;
1401 if (keys %$parsed) {
1402 $object->set($_ => $parsed->{$_}) foreach keys %$parsed;
1403 $object->set('auth' => $parsed->{authorization});
1404 $object->set('paybatch', '');
1405 my $error = $object->replace;
1406 warn "error parsing CARD/CHEK paybatch fields on $object #".
1407 $object->get($object->primary_key).":\n $error\n"
1412 FS::upgrade_journal->set_done('cust_pay__parse_paybatch_1');
1422 =item process_batch_import
1426 sub process_batch_import {
1431 my $custnum = $hash{'custnum'};
1432 my $agentnum = $hash{'agentnum'};
1433 my $agent_custid = $hash{'agent_custid'};
1435 $hash{'_date'} = parse_datetime($hash{'_date'})
1436 if $hash{'_date'} && $hash{'_date'} =~ /\D/;
1437 #remove custnum_prefix
1438 my $custnum_prefix = $conf->config('cust_main-custnum-display_prefix');
1439 my $custnum_length = $conf->config('cust_main-custnum-display_length') || 8;
1442 && $custnum =~ /^$custnum_prefix(0*([1-9]\d*))$/
1443 && length($1) == $custnum_length
1447 # check agentnum against custnum and
1448 # translate agent_custid into regular custnum
1449 if ($custnum && $agent_custid) {
1450 die "can't specify both custnum and agent_custid\n";
1451 } elsif ($agentnum || $agent_custid) {
1452 # here is the agent virtualization
1453 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
1455 $search{'agentnum'} = $agentnum
1457 $search{'agent_custid'} = $agent_custid
1459 $search{'custnum'} = $custnum
1461 my $cust_main = qsearchs({
1462 'table' => 'cust_main',
1463 'hashref' => \%search,
1464 'extra_sql' => $extra_sql,
1466 die "can't find customer with" .
1467 ($agentnum ? " agentnum $agentnum" : '') .
1468 ($custnum ? " custnum $custnum" : '') .
1469 ($agent_custid ? " agent_custid $agent_custid" : '') . "\n"
1471 die "mismatched customer number\n"
1472 if $custnum && ($custnum ne $cust_main->custnum);
1473 $custnum = $cust_main->custnum;
1475 $hash{'custnum'} = $custnum;
1476 delete($hash{'agent_custid'});
1481 'table' => 'cust_pay',
1482 'params' => [ '_date', 'agentnum', 'payby', 'paybatch' ],
1483 #agent_custid isn't a cust_pay field, see hash callback
1484 'formats' => { 'simple' =>
1485 [ qw(custnum agent_custid paid payinfo invnum) ] },
1486 'format_types' => { 'simple' => '' }, #force infer from file extension
1487 'default_csv' => 1, #if not .xls, will read as csv, regardless of extension
1488 'format_hash_callbacks' => { 'simple' => $hashcb },
1489 'insert_args_callback' => sub { ( 'manual'=>1 ); },
1490 'postinsert_callback' => sub {
1491 my $cust_pay = shift;
1492 my $cust_main = $cust_pay->cust_main
1493 or return "can't find customer to which payments apply";
1494 my $error = $cust_main->apply_payments_and_credits( 'manual'=>1 );
1496 ? "can't apply payments to customer ".$cust_pay->custnum."$error"
1501 FS::Record::process_batch_import( $job, $opt, @_ );
1505 =item batch_import HASHREF
1507 Inserts new payments.
1514 my $fh = $param->{filehandle};
1515 my $format = $param->{'format'};
1517 my $agentnum = $param->{agentnum};
1518 my $_date = $param->{_date};
1519 $_date = parse_datetime($_date) if $_date && $_date =~ /\D/;
1520 my $paybatch = $param->{'paybatch'};
1522 my $custnum_prefix = $conf->config('cust_main-custnum-display_prefix');
1523 my $custnum_length = $conf->config('cust_main-custnum-display_length') || 8;
1525 # here is the agent virtualization
1526 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
1530 if ( $format eq 'simple' ) {
1531 @fields = qw( custnum agent_custid paid payinfo invnum );
1533 } elsif ( $format eq 'extended' ) {
1534 die "unimplemented\n";
1538 die "unknown format $format";
1541 eval "use Text::CSV_XS;";
1544 my $csv = new Text::CSV_XS;
1548 local $SIG{HUP} = 'IGNORE';
1549 local $SIG{INT} = 'IGNORE';
1550 local $SIG{QUIT} = 'IGNORE';
1551 local $SIG{TERM} = 'IGNORE';
1552 local $SIG{TSTP} = 'IGNORE';
1553 local $SIG{PIPE} = 'IGNORE';
1555 my $oldAutoCommit = $FS::UID::AutoCommit;
1556 local $FS::UID::AutoCommit = 0;
1560 while ( defined($line=<$fh>) ) {
1562 $csv->parse($line) or do {
1563 $dbh->rollback if $oldAutoCommit;
1564 return "can't parse: ". $csv->error_input();
1567 my @columns = $csv->fields();
1571 paybatch => $paybatch,
1573 $cust_pay{_date} = $_date if $_date;
1576 foreach my $field ( @fields ) {
1578 if ( $field eq 'agent_custid'
1580 && $columns[0] =~ /\S+/ )
1583 my $agent_custid = $columns[0];
1584 my %hash = ( 'agent_custid' => $agent_custid,
1585 'agentnum' => $agentnum,
1588 if ( $cust_pay{'custnum'} !~ /^\s*$/ ) {
1589 $dbh->rollback if $oldAutoCommit;
1590 return "can't specify custnum with agent_custid $agent_custid";
1593 $cust_main = qsearchs({
1594 'table' => 'cust_main',
1595 'hashref' => \%hash,
1596 'extra_sql' => $extra_sql,
1599 unless ( $cust_main ) {
1600 $dbh->rollback if $oldAutoCommit;
1601 return "can't find customer with agent_custid $agent_custid";
1605 $columns[0] = $cust_main->custnum;
1608 $cust_pay{$field} = shift @columns;
1611 if ( $custnum_prefix && $cust_pay{custnum} =~ /^$custnum_prefix(0*([1-9]\d*))$/
1612 && length($1) == $custnum_length ) {
1613 $cust_pay{custnum} = $2;
1616 my $custnum = $cust_pay{custnum};
1618 my $cust_pay = new FS::cust_pay( \%cust_pay );
1619 my $error = $cust_pay->insert;
1621 if ( ! $error && $cust_pay->custnum != $custnum ) {
1622 #invnum was defined, and ->insert set custnum to the customer for that
1623 #invoice, but it wasn't the one the import specified.
1624 $dbh->rollback if $oldAutoCommit;
1625 $error = "specified invoice #". $cust_pay{invnum}.
1626 " is for custnum ". $cust_pay->custnum.
1627 ", not specified custnum $custnum";
1631 $dbh->rollback if $oldAutoCommit;
1632 return "can't insert payment for $line: $error";
1635 if ( $format eq 'simple' ) {
1636 # include agentnum for less surprise?
1637 $cust_main = qsearchs({
1638 'table' => 'cust_main',
1639 'hashref' => { 'custnum' => $cust_pay->custnum },
1640 'extra_sql' => $extra_sql,
1644 unless ( $cust_main ) {
1645 $dbh->rollback if $oldAutoCommit;
1646 return "can't find customer to which payments apply at line: $line";
1649 $error = $cust_main->apply_payments_and_credits;
1651 $dbh->rollback if $oldAutoCommit;
1652 return "can't apply payments to customer for $line: $error";
1660 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1662 return "Empty file!" unless $imported;
1672 Delete and replace methods.
1676 L<FS::cust_pay_pending>, L<FS::cust_bill_pay>, L<FS::cust_bill>, L<FS::Record>,
1677 schema.html from the base documentation.