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 $msg_template = qsearchs('msg_template',{ msgnum => $msgnum});
756 unless ($msg_template) {
757 warn "send_receipt could not load msg_template";
761 my $cust_msg = $msg_template->prepare(
762 'cust_main' => $cust_main,
764 'from_config' => 'payment_receipt_from',
765 'substitutions' => \%substitutions,
766 'msgtype' => 'receipt',
768 $error = $cust_msg ? $cust_msg->insert : 'error preparing msg_template';
770 warn "send_receipt: $error";
774 my $queue = new FS::queue {
775 'job' => 'FS::cust_msg::process_send',
776 'paynum' => $self->paynum,
777 'custnum' => $cust_main->custnum,
779 $error = $queue->insert( $cust_msg->custmsgnum );
783 my $queue = new FS::queue {
784 'job' => 'FS::cust_bill::queueable_email',
785 'paynum' => $self->paynum,
786 'custnum' => $cust_main->custnum,
790 'invnum' => $cust_bill->invnum,
794 if ( my $mode = $conf->config('payment_receipt_statement_mode') ) {
795 $opt{'mode'} = $mode;
797 # backward compatibility, no good fix for this yet as some people may
798 # still have "invoice_latex_statement" and such options
799 $opt{'template'} = 'statement';
800 $opt{'notice_name'} = 'Statement';
803 $error = $queue->insert(%opt);
810 warn "send_receipt: $error\n" if $error;
815 Returns all applications to invoices (see L<FS::cust_bill_pay>) for this
822 map { $_ } #return $self->num_cust_bill_pay unless wantarray;
823 sort { $a->_date <=> $b->_date
824 || $a->invnum <=> $b->invnum }
825 qsearch( 'cust_bill_pay', { 'paynum' => $self->paynum } )
829 =item cust_pay_refund
831 Returns all applications of refunds (see L<FS::cust_pay_refund>) to this
836 sub cust_pay_refund {
838 map { $_ } #return $self->num_cust_pay_refund unless wantarray;
839 sort { $a->_date <=> $b->_date }
840 qsearch( 'cust_pay_refund', { 'paynum' => $self->paynum } )
847 Returns the amount of this payment that is still unapplied; which is
848 paid minus all payment applications (see L<FS::cust_bill_pay>) and refund
849 applications (see L<FS::cust_pay_refund>).
855 my $amount = $self->paid;
856 $amount -= $_->amount foreach ( $self->cust_bill_pay );
857 $amount -= $_->amount foreach ( $self->cust_pay_refund );
858 sprintf("%.2f", $amount );
863 Returns the amount of this payment that has not been refuned; which is
864 paid minus all refund applications (see L<FS::cust_pay_refund>).
870 my $amount = $self->paid;
871 $amount -= $_->amount foreach ( $self->cust_pay_refund );
872 sprintf("%.2f", $amount );
877 Returns the "paid" field.
886 =item delete_cust_bill_pay OPTIONS
888 Deletes all associated cust_bill_pay records.
890 If option 'unapplied' is a specified, only deletes until
891 this object's 'unapplied' value is >= the specified amount.
892 (Deletes in order returned by L</cust_bill_pay>.)
896 sub delete_cust_bill_pay {
900 local $SIG{HUP} = 'IGNORE';
901 local $SIG{INT} = 'IGNORE';
902 local $SIG{QUIT} = 'IGNORE';
903 local $SIG{TERM} = 'IGNORE';
904 local $SIG{TSTP} = 'IGNORE';
905 local $SIG{PIPE} = 'IGNORE';
907 my $oldAutoCommit = $FS::UID::AutoCommit;
908 local $FS::UID::AutoCommit = 0;
911 my $unapplied = $self->unapplied; #only need to look it up once
915 # Maybe we should reverse the order these get deleted in?
916 # ie delete newest first?
917 # keeping consistent with how bop refunds work, for now...
918 foreach my $cust_bill_pay ( $self->cust_bill_pay ) {
919 last if $opt{'unapplied'} && ($unapplied > $opt{'unapplied'});
920 $unapplied += $cust_bill_pay->amount;
921 $error = $cust_bill_pay->delete;
926 $dbh->rollback if $oldAutoCommit;
930 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
936 Accepts input for creating a new FS::cust_refund object.
937 Unapplies payment from invoices up to the amount of the refund,
938 creates the refund and applies payment to refund. Allows entire
939 process to be handled in one transaction.
941 Causes a fatal error if called on CARD or CHEK payments.
948 die "Cannot call cust_pay->refund on " . $self->payby
949 if grep { $_ eq $self->payby } qw(CARD CHEK);
951 local $SIG{HUP} = 'IGNORE';
952 local $SIG{INT} = 'IGNORE';
953 local $SIG{QUIT} = 'IGNORE';
954 local $SIG{TERM} = 'IGNORE';
955 local $SIG{TSTP} = 'IGNORE';
956 local $SIG{PIPE} = 'IGNORE';
958 my $oldAutoCommit = $FS::UID::AutoCommit;
959 local $FS::UID::AutoCommit = 0;
962 my $error = $self->delete_cust_bill_pay('amount' => $hash->{'amount'});
965 $dbh->rollback if $oldAutoCommit;
969 $hash->{'paynum'} = $self->paynum;
970 my $new = new FS::cust_refund ( $hash );
971 $error = $new->insert;
974 $dbh->rollback if $oldAutoCommit;
978 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
982 ### refund_to_unapply/unapply_refund false laziness with FS::cust_credit
984 =item refund_to_unapply
986 Returns L<FS::cust_pay_refund> objects that will be deleted by L</unapply_refund>
987 (all currently applied refunds that aren't closed.)
988 Returns empty list if payment itself is closed.
992 sub refund_to_unapply {
994 return () if $self->closed;
996 'table' => 'cust_pay_refund',
997 'hashref' => { 'paynum' => $self->paynum },
998 'addl_from' => 'LEFT JOIN cust_refund USING (refundnum)',
999 'extra_sql' => "AND cust_refund.closed IS NULL AND cust_refund.source_paynum IS NULL",
1003 =item unapply_refund
1005 Deletes all objects returned by L</refund_to_unapply>.
1009 sub unapply_refund {
1012 local $SIG{HUP} = 'IGNORE';
1013 local $SIG{INT} = 'IGNORE';
1014 local $SIG{QUIT} = 'IGNORE';
1015 local $SIG{TERM} = 'IGNORE';
1016 local $SIG{TSTP} = 'IGNORE';
1017 local $SIG{PIPE} = 'IGNORE';
1019 my $oldAutoCommit = $FS::UID::AutoCommit;
1020 local $FS::UID::AutoCommit = 0;
1022 foreach my $cust_pay_refund ($self->refund_to_unapply) {
1023 my $error = $cust_pay_refund->delete;
1025 dbh->rollback if $oldAutoCommit;
1030 dbh->commit or die dbh->errstr if $oldAutoCommit;
1036 =head1 CLASS METHODS
1040 =item batch_insert CUST_PAY_OBJECT, ...
1042 Class method which inserts multiple payments. Takes a list of FS::cust_pay
1043 objects. Returns a list, each element representing the status of inserting the
1044 corresponding payment - empty. If there is an error inserting any payment, the
1045 entire transaction is rolled back, i.e. all payments are inserted or none are.
1047 FS::cust_pay objects may have the pseudo-field 'apply_to', containing a
1048 reference to an array of (uninserted) FS::cust_bill_pay objects. If so,
1049 those objects will be inserted with the paynum of the payment, and for
1050 each one, an error message or an empty string will be inserted into the
1055 my @errors = FS::cust_pay->batch_insert(@cust_pay);
1056 my $num_errors = scalar(grep $_, @errors);
1057 if ( $num_errors == 0 ) {
1058 #success; all payments were inserted
1060 #failure; no payments were inserted.
1066 my $self = shift; #class method
1068 local $SIG{HUP} = 'IGNORE';
1069 local $SIG{INT} = 'IGNORE';
1070 local $SIG{QUIT} = 'IGNORE';
1071 local $SIG{TERM} = 'IGNORE';
1072 local $SIG{TSTP} = 'IGNORE';
1073 local $SIG{PIPE} = 'IGNORE';
1075 my $oldAutoCommit = $FS::UID::AutoCommit;
1076 local $FS::UID::AutoCommit = 0;
1082 foreach my $cust_pay (@_) {
1083 my $error = $cust_pay->insert( 'manual' => 1 );
1084 push @errors, $error;
1085 $num_errors++ if $error;
1087 if ( ref($cust_pay->get('apply_to')) eq 'ARRAY' ) {
1089 foreach my $cust_bill_pay ( @{ $cust_pay->apply_to } ) {
1090 if ( $error ) { # insert placeholders if cust_pay wasn't inserted
1094 $cust_bill_pay->set('paynum', $cust_pay->paynum);
1095 my $apply_error = $cust_bill_pay->insert;
1096 push @errors, $apply_error || '';
1097 $num_errors++ if $apply_error;
1101 } elsif ( !$error ) { #normal case: apply payments as usual
1102 $cust_pay->cust_main->apply_payments( 'manual'=>1 );
1107 if ( $num_errors ) {
1108 $dbh->rollback if $oldAutoCommit;
1110 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1119 Returns an SQL fragment to retreive the unapplied amount.
1124 my ($class, $start, $end) = @_;
1125 my $bill_start = $start ? "AND cust_bill_pay._date <= $start" : '';
1126 my $bill_end = $end ? "AND cust_bill_pay._date > $end" : '';
1127 my $refund_start = $start ? "AND cust_pay_refund._date <= $start" : '';
1128 my $refund_end = $end ? "AND cust_pay_refund._date > $end" : '';
1132 ( SELECT SUM(amount) FROM cust_bill_pay
1133 WHERE cust_pay.paynum = cust_bill_pay.paynum
1134 $bill_start $bill_end )
1138 ( SELECT SUM(amount) FROM cust_pay_refund
1139 WHERE cust_pay.paynum = cust_pay_refund.paynum
1140 $refund_start $refund_end )
1152 #my( $self, %opt ) = @_;
1155 +{ 'paynum' => $self->paynum,
1156 '_date' => $self->_date,
1157 'date' => time2str("%b %o, %Y", $self->_date),
1158 'date_short' => time2str("%m-%d-%Y", $self->_date),
1159 'paid' => sprintf('%.2f', $self->paid),
1160 'payby' => $self->payby,
1161 'paycardtype' => $self->paycardtype,
1162 'paymask' => $self->paymask,
1163 'processor' => $self->processor,
1164 'auth' => $self->auth,
1165 'order_number' => $self->order_number,
1173 # Used by FS::Upgrade to migrate to a new database.
1177 sub _upgrade_data { #class method
1178 my ($class, %opt) = @_;
1180 warn "$me upgrading $class\n" if $DEBUG;
1182 local $FS::payinfo_Mixin::ignore_masked_payinfo = 1;
1185 # otaker/ivan upgrade
1188 unless ( FS::upgrade_journal->is_done('cust_pay__otaker_ivan') ) {
1190 #not the most efficient, but hey, it only has to run once
1192 my $where = "WHERE ( otaker IS NULL OR otaker = '' OR otaker = 'ivan' ) ".
1193 " AND usernum IS NULL ".
1194 " AND 0 < ( SELECT COUNT(*) FROM cust_main ".
1195 " WHERE cust_main.custnum = cust_pay.custnum ) ";
1197 my $count_sql = "SELECT COUNT(*) FROM cust_pay $where";
1199 my $sth = dbh->prepare($count_sql) or die dbh->errstr;
1200 $sth->execute or die $sth->errstr;
1201 my $total = $sth->fetchrow_arrayref->[0];
1202 #warn "$total cust_pay records to update\n"
1204 local($DEBUG) = 2 if $total > 1000; #could be a while, force progress info
1209 my @cust_pay = qsearch( {
1210 'table' => 'cust_pay',
1212 'extra_sql' => $where,
1213 'order_by' => 'ORDER BY paynum',
1216 foreach my $cust_pay (@cust_pay) {
1218 my $h_cust_pay = $cust_pay->h_search('insert');
1219 if ( $h_cust_pay ) {
1220 next if $cust_pay->otaker eq $h_cust_pay->history_user;
1221 #$cust_pay->otaker($h_cust_pay->history_user);
1222 $cust_pay->set('otaker', $h_cust_pay->history_user);
1224 $cust_pay->set('otaker', 'legacy');
1227 delete $FS::payby::hash{'COMP'}->{cust_pay}; #quelle kludge
1228 my $error = $cust_pay->replace;
1231 warn " *** WARNING: Error updating order taker for payment paynum ".
1232 $cust_pay->paynun. ": $error\n";
1236 $FS::payby::hash{'COMP'}->{cust_pay} = ''; #restore it
1239 if ( $DEBUG > 1 && $lastprog + 30 < time ) {
1240 warn "$me $count/$total (".sprintf('%.2f',100*$count/$total). '%)'."\n";
1246 FS::upgrade_journal->set_done('cust_pay__otaker_ivan');
1250 # payinfo N/A upgrade
1253 unless ( FS::upgrade_journal->is_done('cust_pay__payinfo_na') ) {
1255 #XXX remove the 'N/A (tokenized)' part (or just this entire thing)
1257 my @na_cust_pay = qsearch( {
1258 'table' => 'cust_pay',
1259 'hashref' => {}, #could be encrypted# { 'payinfo' => 'N/A' },
1260 'extra_sql' => "WHERE ( payinfo = 'N/A' OR paymask = 'N/AA' OR paymask = 'N/A (tokenized)' ) AND payby IN ( 'CARD', 'CHEK' )",
1263 foreach my $na ( @na_cust_pay ) {
1265 next unless $na->payinfo eq 'N/A';
1267 my $cust_pay_pending =
1268 qsearchs('cust_pay_pending', { 'paynum' => $na->paynum } );
1269 unless ( $cust_pay_pending ) {
1270 warn " *** WARNING: not-yet recoverable N/A card for payment ".
1271 $na->paynum. " (no cust_pay_pending)\n";
1274 $na->$_($cust_pay_pending->$_) for qw( payinfo paymask );
1275 my $error = $na->replace;
1277 warn " *** WARNING: Error updating payinfo for payment paynum ".
1278 $na->paynun. ": $error\n";
1284 FS::upgrade_journal->set_done('cust_pay__payinfo_na');
1288 # otaker->usernum upgrade
1291 delete $FS::payby::hash{'COMP'}->{cust_pay}; #quelle kludge
1292 $class->_upgrade_otaker(%opt);
1293 $FS::payby::hash{'COMP'}->{cust_pay} = ''; #restore it
1295 # if we do this anywhere else, it should become an FS::Upgrade method
1296 my $num_to_upgrade = $class->count('paybatch is not null');
1297 my $num_jobs = FS::queue->count('job = \'FS::cust_pay::process_upgrade_paybatch\' and status != \'failed\'');
1298 if ( $num_to_upgrade > 0 ) {
1299 warn "Need to migrate paybatch field in $num_to_upgrade payments.\n";
1300 if ( $opt{queue} ) {
1301 if ( $num_jobs > 0 ) {
1302 warn "Upgrade already queued.\n";
1304 warn "Scheduling upgrade.\n";
1305 my $job = FS::queue->new({ job => 'FS::cust_pay::process_upgrade_paybatch' });
1309 process_upgrade_paybatch();
1314 # don't set paycardtype until 4.x
1316 #$class->upgrade_set_cardtype;
1318 # for batch payments, make sure paymask is set
1320 local $FS::payinfo_Mixin::allow_closed_replace = 1;
1321 local $FS::payinfo_Mixin::ignore_masked_payinfo = 1;
1323 my $cursor = FS::Cursor->new({
1324 table => 'cust_pay',
1325 extra_sql => ' WHERE paymask IS NULL AND payinfo IS NOT NULL
1326 AND payby IN(\'CARD\', \'CHEK\')
1327 AND batchnum IS NOT NULL',
1330 # records from cursors for some reason don't decrypt payinfo, so
1331 # call replace_old to fetch the record "normally"
1332 while (my $cust_pay = $cursor->fetch) {
1333 $cust_pay = $cust_pay->replace_old;
1334 $cust_pay->set('paymask', $cust_pay->mask_payinfo);
1335 my $error = $cust_pay->replace;
1337 die "$error (setting masked payinfo on payment#". $cust_pay->paynum.
1344 sub process_upgrade_paybatch {
1346 local $FS::payinfo_Mixin::ignore_masked_payinfo = 1;
1347 local $FS::UID::AutoCommit = 1;
1350 # migrate batchnums from the misused 'paybatch' field to 'batchnum'
1352 my $text = (driver_name =~ /^mysql/i) ? 'char' : 'text';
1353 my $search = FS::Cursor->new( {
1354 'table' => 'cust_pay',
1355 'addl_from' => " JOIN pay_batch ON cust_pay.paybatch = CAST(pay_batch.batchnum AS $text) ",
1357 while (my $cust_pay = $search->fetch) {
1358 $cust_pay->set('batchnum' => $cust_pay->paybatch);
1359 $cust_pay->set('paybatch' => '');
1360 my $error = $cust_pay->replace;
1361 warn "error setting batchnum on cust_pay #".$cust_pay->paynum.":\n $error"
1366 # migrate gateway info from the misused 'paybatch' field
1369 # not only cust_pay, but also voided and refunded payments
1370 if (!FS::upgrade_journal->is_done('cust_pay__parse_paybatch_1')) {
1371 local $FS::Record::nowarn_classload=1;
1372 # really inefficient, but again, only has to run once
1373 foreach my $table (qw(cust_pay cust_pay_void cust_refund)) {
1374 my $and_batchnum_is_null =
1375 ( $table =~ /^cust_pay/ ? ' AND batchnum IS NULL' : '' );
1376 my $pkey = ($table =~ /^cust_pay/ ? 'paynum' : 'refundnum');
1377 my $search = FS::Cursor->new({
1379 extra_sql => "WHERE payby IN('CARD','CHEK') ".
1380 "AND (paybatch IS NOT NULL ".
1381 "OR (paybatch IS NULL AND auth IS NULL
1382 $and_batchnum_is_null ) )
1383 ORDER BY $pkey DESC"
1385 while ( my $object = $search->fetch ) {
1386 if ( $object->paybatch eq '' ) {
1387 # repair for a previous upgrade that didn't save 'auth'
1388 my $pkey = $object->primary_key;
1389 # find the last history record that had a paybatch value
1391 table => "h_$table",
1393 $pkey => $object->$pkey,
1394 paybatch => { op=>'!=', value=>''},
1395 history_action => 'replace_old',
1397 order_by => 'ORDER BY history_date DESC LIMIT 1',
1400 warn "couldn't find paybatch history record for $table ".$object->$pkey."\n";
1403 # if the paybatch didn't have an auth string, then it's fine
1404 $h->paybatch =~ /:(\w+):/ or next;
1405 # set paybatch to what it was in that record
1406 $object->set('paybatch', $h->paybatch)
1407 # and then upgrade it like the old records
1410 my $parsed = $object->_parse_paybatch;
1411 if (keys %$parsed) {
1412 $object->set($_ => $parsed->{$_}) foreach keys %$parsed;
1413 $object->set('auth' => $parsed->{authorization});
1414 $object->set('paybatch', '');
1415 my $error = $object->replace;
1416 warn "error parsing CARD/CHEK paybatch fields on $object #".
1417 $object->get($object->primary_key).":\n $error\n"
1422 FS::upgrade_journal->set_done('cust_pay__parse_paybatch_1');
1432 =item process_batch_import
1436 sub process_batch_import {
1441 my $custnum = $hash{'custnum'};
1442 my $agentnum = $hash{'agentnum'};
1443 my $agent_custid = $hash{'agent_custid'};
1445 $hash{'_date'} = parse_datetime($hash{'_date'})
1446 if $hash{'_date'} && $hash{'_date'} =~ /\D/;
1447 #remove custnum_prefix
1448 my $custnum_prefix = $conf->config('cust_main-custnum-display_prefix');
1449 my $custnum_length = $conf->config('cust_main-custnum-display_length') || 8;
1452 && $custnum =~ /^$custnum_prefix(0*([1-9]\d*))$/
1453 && length($1) == $custnum_length
1457 # check agentnum against custnum and
1458 # translate agent_custid into regular custnum
1459 if ($custnum && $agent_custid) {
1460 die "can't specify both custnum and agent_custid\n";
1461 } elsif ($agentnum || $agent_custid) {
1462 # here is the agent virtualization
1463 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
1465 $search{'agentnum'} = $agentnum
1467 $search{'agent_custid'} = $agent_custid
1469 $search{'custnum'} = $custnum
1471 my $cust_main = qsearchs({
1472 'table' => 'cust_main',
1473 'hashref' => \%search,
1474 'extra_sql' => $extra_sql,
1476 die "can't find customer with" .
1477 ($agentnum ? " agentnum $agentnum" : '') .
1478 ($custnum ? " custnum $custnum" : '') .
1479 ($agent_custid ? " agent_custid $agent_custid" : '') . "\n"
1481 die "mismatched customer number\n"
1482 if $custnum && ($custnum ne $cust_main->custnum);
1483 $custnum = $cust_main->custnum;
1485 $hash{'custnum'} = $custnum;
1486 delete($hash{'agent_custid'});
1491 'table' => 'cust_pay',
1492 'params' => [ '_date', 'agentnum', 'payby', 'paybatch' ],
1493 #agent_custid isn't a cust_pay field, see hash callback
1494 'formats' => { 'simple' =>
1495 [ qw(custnum agent_custid paid payinfo invnum) ] },
1496 'format_types' => { 'simple' => '' }, #force infer from file extension
1497 'default_csv' => 1, #if not .xls, will read as csv, regardless of extension
1498 'format_hash_callbacks' => { 'simple' => $hashcb },
1499 'insert_args_callback' => sub { ( 'manual'=>1 ); },
1500 'postinsert_callback' => sub {
1501 my $cust_pay = shift;
1502 my $cust_main = $cust_pay->cust_main
1503 or return "can't find customer to which payments apply";
1504 my $error = $cust_main->apply_payments_and_credits( 'manual'=>1 );
1506 ? "can't apply payments to customer ".$cust_pay->custnum."$error"
1511 FS::Record::process_batch_import( $job, $opt, @_ );
1515 =item batch_import HASHREF
1517 Inserts new payments.
1524 my $fh = $param->{filehandle};
1525 my $format = $param->{'format'};
1527 my $agentnum = $param->{agentnum};
1528 my $_date = $param->{_date};
1529 $_date = parse_datetime($_date) if $_date && $_date =~ /\D/;
1530 my $paybatch = $param->{'paybatch'};
1532 my $custnum_prefix = $conf->config('cust_main-custnum-display_prefix');
1533 my $custnum_length = $conf->config('cust_main-custnum-display_length') || 8;
1535 # here is the agent virtualization
1536 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
1540 if ( $format eq 'simple' ) {
1541 @fields = qw( custnum agent_custid paid payinfo invnum );
1543 } elsif ( $format eq 'extended' ) {
1544 die "unimplemented\n";
1548 die "unknown format $format";
1551 eval "use Text::CSV_XS;";
1554 my $csv = new Text::CSV_XS;
1558 local $SIG{HUP} = 'IGNORE';
1559 local $SIG{INT} = 'IGNORE';
1560 local $SIG{QUIT} = 'IGNORE';
1561 local $SIG{TERM} = 'IGNORE';
1562 local $SIG{TSTP} = 'IGNORE';
1563 local $SIG{PIPE} = 'IGNORE';
1565 my $oldAutoCommit = $FS::UID::AutoCommit;
1566 local $FS::UID::AutoCommit = 0;
1570 while ( defined($line=<$fh>) ) {
1572 $csv->parse($line) or do {
1573 $dbh->rollback if $oldAutoCommit;
1574 return "can't parse: ". $csv->error_input();
1577 my @columns = $csv->fields();
1581 paybatch => $paybatch,
1583 $cust_pay{_date} = $_date if $_date;
1586 foreach my $field ( @fields ) {
1588 if ( $field eq 'agent_custid'
1590 && $columns[0] =~ /\S+/ )
1593 my $agent_custid = $columns[0];
1594 my %hash = ( 'agent_custid' => $agent_custid,
1595 'agentnum' => $agentnum,
1598 if ( $cust_pay{'custnum'} !~ /^\s*$/ ) {
1599 $dbh->rollback if $oldAutoCommit;
1600 return "can't specify custnum with agent_custid $agent_custid";
1603 $cust_main = qsearchs({
1604 'table' => 'cust_main',
1605 'hashref' => \%hash,
1606 'extra_sql' => $extra_sql,
1609 unless ( $cust_main ) {
1610 $dbh->rollback if $oldAutoCommit;
1611 return "can't find customer with agent_custid $agent_custid";
1615 $columns[0] = $cust_main->custnum;
1618 $cust_pay{$field} = shift @columns;
1621 if ( $custnum_prefix && $cust_pay{custnum} =~ /^$custnum_prefix(0*([1-9]\d*))$/
1622 && length($1) == $custnum_length ) {
1623 $cust_pay{custnum} = $2;
1626 my $custnum = $cust_pay{custnum};
1628 my $cust_pay = new FS::cust_pay( \%cust_pay );
1629 my $error = $cust_pay->insert;
1631 if ( ! $error && $cust_pay->custnum != $custnum ) {
1632 #invnum was defined, and ->insert set custnum to the customer for that
1633 #invoice, but it wasn't the one the import specified.
1634 $dbh->rollback if $oldAutoCommit;
1635 $error = "specified invoice #". $cust_pay{invnum}.
1636 " is for custnum ". $cust_pay->custnum.
1637 ", not specified custnum $custnum";
1641 $dbh->rollback if $oldAutoCommit;
1642 return "can't insert payment for $line: $error";
1645 if ( $format eq 'simple' ) {
1646 # include agentnum for less surprise?
1647 $cust_main = qsearchs({
1648 'table' => 'cust_main',
1649 'hashref' => { 'custnum' => $cust_pay->custnum },
1650 'extra_sql' => $extra_sql,
1654 unless ( $cust_main ) {
1655 $dbh->rollback if $oldAutoCommit;
1656 return "can't find customer to which payments apply at line: $line";
1659 $error = $cust_main->apply_payments_and_credits;
1661 $dbh->rollback if $oldAutoCommit;
1662 return "can't apply payments to customer for $line: $error";
1670 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1672 return "Empty file!" unless $imported;
1682 Delete and replace methods.
1686 L<FS::cust_pay_pending>, L<FS::cust_bill_pay>, L<FS::cust_bill>, L<FS::Record>,
1687 schema.html from the base documentation.