4 use base qw( FS::otaker_Mixin FS::payinfo_transaction_Mixin FS::cust_main_Mixin
6 use vars qw( $DEBUG $me $conf @encrypted_fields
7 $unsuspendauto $ignore_noapply
10 use Business::CreditCard;
12 use FS::Misc::DateTime qw( parse_datetime ); #for batch_import
13 use FS::Record qw( dbh qsearch qsearchs );
14 use FS::UID qw( driver_name );
17 use FS::cust_main_Mixin;
18 use FS::payinfo_transaction_Mixin;
20 use FS::cust_bill_pay;
21 use FS::cust_pay_refund;
24 use FS::cust_pay_void;
25 use FS::upgrade_journal;
30 $me = '[FS::cust_pay]';
34 #ask FS::UID to run this stuff for us later
35 FS::UID->install_callback( sub {
37 $unsuspendauto = $conf->exists('unsuspendauto');
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 Masked payinfo (See L<FS::payinfo_Mixin> for how this works)
105 obsolete text field for tracking card processing or other batch grouping
109 Optional unique identifer to prevent duplicate transactions.
113 books closed flag, empty or `Y'
117 Desired pkgnum when using experimental package balances.
121 Flag to only allow manual application of payment, empty or 'Y'
125 The bank where the payment was deposited.
129 The name of the depositor.
133 The deposit account number.
141 The number of the batch this payment came from (see L<FS::pay_batch>),
142 or null if it was processed through a realtime gateway or entered manually.
146 The number of the realtime or batch gateway L<FS::payment_gateway>) this
147 payment was processed through. Null if it was entered manually or processed
148 by the "system default" gateway, which doesn't have a number.
152 The name of the processor module (Business::OnlinePayment, ::BatchPayment,
153 or ::OnlineThirdPartyPayment subclass) used for this payment. Slightly
154 redundant with C<gatewaynum>.
158 The authorization number returned by the credit card network.
162 The transaction ID returned by the gateway, if any. This is usually what
163 you would use to initiate a void or refund of the payment.
173 Creates a new payment. To add the payment to the databse, see L<"insert">.
177 sub table { 'cust_pay'; }
178 sub cust_linked { $_[0]->cust_main_custnum || $_[0]->custnum; }
179 sub cust_unlinked_msg {
181 "WARNING: can't find cust_main.custnum ". $self->custnum.
182 ' (cust_pay.paynum '. $self->paynum. ')';
185 =item insert [ OPTION => VALUE ... ]
187 Adds this payment to the database.
189 For backwards-compatibility and convenience, if the additional field invnum
190 is defined, an FS::cust_bill_pay record for the full amount of the payment
191 will be created. In this case, custnum is optional.
193 If the additional field discount_term is defined then a prepayment discount
194 is taken for that length of time. It is an error for the customer to owe
195 after this payment is made.
197 A hash of optional arguments may be passed. The following arguments are
204 If true, a payment receipt is sent instead of a statement when
205 'payment_receipt_email' configuration option is set.
207 About the "manual" flag: Normally, if the 'payment_receipt' config option
208 is set, and the customer has an invoice email address, inserting a payment
209 causes a I<statement> to be emailed to the customer. If the payment is
210 considered "manual" (or if the customer has no invoices), then it will
211 instead send a I<payment receipt>. "manual" should be true whenever a
212 payment is created directly from the web interface, from a user-initiated
213 realtime payment, or from a third-party payment via self-service. It should
214 be I<false> when creating a payment from a billing event or from a batch.
218 Don't send an email receipt. (Note: does not currently work when
219 payment_receipt-trigger is set to something other than default / cust_bill)
226 my($self, %options) = @_;
228 local $SIG{HUP} = 'IGNORE';
229 local $SIG{INT} = 'IGNORE';
230 local $SIG{QUIT} = 'IGNORE';
231 local $SIG{TERM} = 'IGNORE';
232 local $SIG{TSTP} = 'IGNORE';
233 local $SIG{PIPE} = 'IGNORE';
235 my $oldAutoCommit = $FS::UID::AutoCommit;
236 local $FS::UID::AutoCommit = 0;
240 if ( $self->invnum ) {
241 $cust_bill = qsearchs('cust_bill', { 'invnum' => $self->invnum } )
243 $dbh->rollback if $oldAutoCommit;
244 return "Unknown cust_bill.invnum: ". $self->invnum;
246 if ($self->custnum && ($cust_bill->custnum ne $self->custnum)) {
247 $dbh->rollback if $oldAutoCommit;
248 return "Invoice custnum ".$cust_bill->custnum
249 ." does not match specified custnum ".$self->custnum
250 ." for invoice ".$self->invnum;
252 $self->custnum($cust_bill->custnum );
255 my $error = $self->check;
256 return $error if $error;
258 my $cust_main = $self->cust_main;
259 my $old_balance = $cust_main->balance;
261 $error = $self->SUPER::insert;
263 $dbh->rollback if $oldAutoCommit;
264 return "error inserting cust_pay: $error";
267 if ( my $credit_type = $conf->config('prepayment_discounts-credit_type') ) {
268 if ( my $months = $self->discount_term ) {
269 # XXX this should be moved out somewhere, but discount_term_values
271 my ($cust_bill) = ($cust_main->cust_bill)[-1]; # most recent invoice
272 return "can't accept prepayment for an unbilled customer" if !$cust_bill;
274 # %billing_pkgs contains this customer's active monthly packages.
275 # Recurring fees for those packages will be credited and then rebilled
276 # for the full discount term. Other packages on the last invoice
277 # (canceled, non-monthly recurring, or one-time charges) will be
279 my %billing_pkgs = map { $_->pkgnum => $_ }
280 grep { $_->part_pkg->freq eq '1' }
281 $cust_main->billing_pkgs;
282 my $credit = 0; # sum of recurring charges from that invoice
283 my $last_bill_date = 0; # the real bill date
284 foreach my $item ( $cust_bill->cust_bill_pkg ) {
285 next if !exists($billing_pkgs{$item->pkgnum}); # skip inactive packages
286 $credit += $item->recur;
287 $last_bill_date = $item->cust_pkg->last_bill
288 if defined($item->cust_pkg)
289 and $item->cust_pkg->last_bill > $last_bill_date
292 my $cust_credit = new FS::cust_credit {
293 'custnum' => $self->custnum,
294 'amount' => sprintf('%.2f', $credit),
295 'reason' => 'customer chose to prepay for discount',
297 $error = $cust_credit->insert('reason_type' => $credit_type);
299 $dbh->rollback if $oldAutoCommit;
300 return "error inserting prepayment credit: $error";
304 # bill for the entire term
305 $_->bill($_->last_bill) foreach (values %billing_pkgs);
306 $error = $cust_main->bill(
307 # no recurring_only, we want unbilled packages with start dates to
309 'no_usage_reset' => 1,
310 'time' => $last_bill_date, # not $cust_bill->_date
311 'pkg_list' => [ values %billing_pkgs ],
312 'freq_override' => $months,
315 $dbh->rollback if $oldAutoCommit;
316 return "error inserting cust_pay: $error";
318 $error = $cust_main->apply_payments_and_credits;
320 $dbh->rollback if $oldAutoCommit;
321 return "error inserting cust_pay: $error";
323 my $new_balance = $cust_main->balance;
324 if ($new_balance > 0) {
325 $dbh->rollback if $oldAutoCommit;
326 return "balance after prepay discount attempt: $new_balance";
328 # user friendly: override the "apply only to this invoice" mode
335 if ( $self->invnum ) {
336 my $cust_bill_pay = new FS::cust_bill_pay {
337 'invnum' => $self->invnum,
338 'paynum' => $self->paynum,
339 'amount' => $self->paid,
340 '_date' => $self->_date,
342 $error = $cust_bill_pay->insert(%options);
344 if ( $ignore_noapply ) {
345 warn "warning: error inserting cust_bill_pay: $error ".
346 "(ignore_noapply flag set; inserting cust_pay record anyway)\n";
348 $dbh->rollback if $oldAutoCommit;
349 return "error inserting cust_bill_pay: $error";
354 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
356 #false laziness w/ cust_credit::insert
357 if ( $unsuspendauto && $old_balance && $cust_main->balance <= 0 ) {
358 my @errors = $cust_main->unsuspend;
360 # side-fx with nested transactions? upstack rolls back?
361 warn "WARNING:Errors unsuspending customer ". $cust_main->custnum. ": ".
367 #bill setup fees for voip_cdr bill_every_call packages
368 #some false laziness w/search in freeside-cdrd
370 'LEFT JOIN part_pkg USING ( pkgpart ) '.
371 "LEFT JOIN part_pkg_option
372 ON ( cust_pkg.pkgpart = part_pkg_option.pkgpart
373 AND part_pkg_option.optionname = 'bill_every_call' )";
375 my $extra_sql = " AND plan = 'voip_cdr' AND optionvalue = '1' ".
376 " AND ( cust_pkg.setup IS NULL OR cust_pkg.setup = 0 ) ";
378 my @cust_pkg = qsearch({
379 'table' => 'cust_pkg',
380 'addl_from' => $addl_from,
381 'hashref' => { 'custnum' => $self->custnum,
385 'extra_sql' => $extra_sql,
389 warn "voip_cdr bill_every_call packages found; billing customer\n";
390 my $bill_error = $self->cust_main->bill_and_collect( 'fatal' => 'return' );
392 warn "WARNING: Error billing customer: $bill_error\n";
395 #end of billing setup fees for voip_cdr bill_every_call packages
397 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
400 my $trigger = $conf->config('payment_receipt-trigger',
401 $self->cust_main->agentnum) || 'cust_pay';
402 if ( $trigger eq 'cust_pay' ) {
403 my $error = $self->send_receipt(
404 'manual' => $options{'manual'},
405 'noemail' => $options{'noemail'},
406 'cust_bill' => $cust_bill,
407 'cust_main' => $cust_main,
409 warn "can't send payment receipt/statement: $error" if $error;
412 #run payment events immediately
413 my $due_cust_event = $self->cust_main->due_cust_event(
414 'eventtable' => 'cust_pay',
415 'objects' => [ $self ],
417 if ( !ref($due_cust_event) ) {
418 warn "Error searching for cust_pay billing events: $due_cust_event\n";
420 foreach my $cust_event (@$due_cust_event) {
421 next unless $cust_event->test_conditions;
422 if ( my $error = $cust_event->do_event() ) {
423 warn "Error running cust_pay billing event: $error\n";
432 =item void [ REASON ]
434 Voids this payment: deletes the payment and all associated applications and
435 adds a record of the voided payment to the FS::cust_pay_void table.
442 local $SIG{HUP} = 'IGNORE';
443 local $SIG{INT} = 'IGNORE';
444 local $SIG{QUIT} = 'IGNORE';
445 local $SIG{TERM} = 'IGNORE';
446 local $SIG{TSTP} = 'IGNORE';
447 local $SIG{PIPE} = 'IGNORE';
449 my $oldAutoCommit = $FS::UID::AutoCommit;
450 local $FS::UID::AutoCommit = 0;
453 my $cust_pay_void = new FS::cust_pay_void ( {
454 map { $_ => $self->get($_) } $self->fields
456 $cust_pay_void->reason(shift) if scalar(@_);
457 my $error = $cust_pay_void->insert;
459 my $cust_pay_pending =
460 qsearchs('cust_pay_pending', { paynum => $self->paynum });
461 if ( $cust_pay_pending ) {
462 $cust_pay_pending->set('void_paynum', $self->paynum);
463 $cust_pay_pending->set('paynum', '');
464 $error ||= $cust_pay_pending->replace;
467 $error ||= $self->delete;
470 $dbh->rollback if $oldAutoCommit;
474 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
482 Unless the closed flag is set, deletes this payment and all associated
483 applications (see L<FS::cust_bill_pay> and L<FS::cust_pay_refund>). In most
484 cases, you want to use the void method instead to leave a record of the
489 # very similar to FS::cust_credit::delete
492 return "Can't delete closed payment" if $self->closed =~ /^Y/i;
494 local $SIG{HUP} = 'IGNORE';
495 local $SIG{INT} = 'IGNORE';
496 local $SIG{QUIT} = 'IGNORE';
497 local $SIG{TERM} = 'IGNORE';
498 local $SIG{TSTP} = 'IGNORE';
499 local $SIG{PIPE} = 'IGNORE';
501 my $oldAutoCommit = $FS::UID::AutoCommit;
502 local $FS::UID::AutoCommit = 0;
505 foreach my $app ( $self->cust_bill_pay, $self->cust_pay_refund ) {
506 my $error = $app->delete;
508 $dbh->rollback if $oldAutoCommit;
513 my $error = $self->SUPER::delete(@_);
515 $dbh->rollback if $oldAutoCommit;
519 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
525 =item replace [ OLD_RECORD ]
527 You can, but probably shouldn't modify payments...
529 Replaces the OLD_RECORD with this one in the database, or, if OLD_RECORD is not
530 supplied, replaces this record. If there is an error, returns the error,
531 otherwise returns false.
537 return "Can't modify closed payment" if $self->closed =~ /^Y/i;
538 $self->SUPER::replace(@_);
543 Checks all fields to make sure this is a valid payment. If there is an error,
544 returns the error, otherwise returns false. Called by the insert method.
551 $self->usernum($FS::CurrentUser::CurrentUser->usernum) unless $self->usernum;
554 $self->ut_numbern('paynum')
555 || $self->ut_numbern('custnum')
556 || $self->ut_numbern('_date')
557 || $self->ut_money('paid')
558 || $self->ut_alphan('otaker')
559 || $self->ut_textn('paybatch')
560 || $self->ut_textn('payunique')
561 || $self->ut_enum('closed', [ '', 'Y' ])
562 || $self->ut_flag('no_auto_apply')
563 || $self->ut_foreign_keyn('pkgnum', 'cust_pkg', 'pkgnum')
564 || $self->ut_textn('bank')
565 || $self->ut_alphan('depositor')
566 || $self->ut_numbern('account')
567 || $self->ut_numbern('teller')
568 || $self->ut_foreign_keyn('batchnum', 'pay_batch', 'batchnum')
569 || $self->payinfo_check()
571 return $error if $error;
573 return "paid must be > 0 " if $self->paid <= 0;
575 return "unknown cust_main.custnum: ". $self->custnum
577 || qsearchs( 'cust_main', { 'custnum' => $self->custnum } );
579 $self->_date(time) unless $self->_date;
581 return "invalid discount_term"
582 if ($self->discount_term && $self->discount_term < 2);
584 if ( $self->payby eq 'CASH' and $conf->exists('require_cash_deposit_info') ) {
585 foreach (qw(bank depositor account teller)) {
586 return "$_ required" if $self->get($_) eq '';
590 #i guess not now, with cust_pay_pending, if we actually make it here, we _do_ want to record it
591 # # UNIQUE index should catch this too, without race conditions, but this
592 # # should give a better error message the other 99.9% of the time...
593 # if ( length($self->payunique)
594 # && qsearchs('cust_pay', { 'payunique' => $self->payunique } ) ) {
595 # #well, it *could* be a better error message
596 # return "duplicate transaction".
597 # " - a payment with unique identifer ". $self->payunique.
604 =item send_receipt HASHREF | OPTION => VALUE ...
606 Sends a payment receipt for this payment..
614 Flag indicating the payment is being made manually.
618 Invoice (FS::cust_bill) object. If not specified, the most recent invoice
623 Customer (FS::cust_main) object (for efficiency).
627 Don't send an email receipt.
637 my $opt = ref($_[0]) ? shift : { @_ };
639 my $cust_bill = $opt->{'cust_bill'};
640 my $cust_main = $opt->{'cust_main'} || $self->cust_main;
642 my $conf = new FS::Conf;
644 return '' unless $conf->config_bool('payment_receipt', $cust_main->agentnum);
646 my @invoicing_list = $cust_main->invoicing_list_emailonly;
647 return '' unless @invoicing_list;
649 $cust_bill ||= ($cust_main->cust_bill)[-1]; #rather inefficient though?
653 if ( ( exists($opt->{'manual'}) && $opt->{'manual'} )
654 #|| ! $conf->exists('invoice_html_statement')
658 my $msgnum = $conf->config('payment_receipt_msgnum', $cust_main->agentnum);
661 my %substitutions = ();
662 $substitutions{invnum} = $opt->{cust_bill}->invnum if $opt->{cust_bill};
664 my $queue = new FS::queue {
665 'job' => 'FS::Misc::process_send_email',
666 'paynum' => $self->paynum,
667 'custnum' => $cust_main->custnum,
669 $error = $queue->insert(
670 FS::msg_template->by_key($msgnum)->prepare(
671 'cust_main' => $cust_main,
673 'from_config' => 'payment_receipt_from',
674 'substitutions' => \%substitutions,
676 'msgtype' => 'receipt', # override msg_template's default
679 } elsif ( $conf->exists('payment_receipt_email') ) {
681 my $receipt_template = new Text::Template (
683 SOURCE => [ map "$_\n", $conf->config('payment_receipt_email') ],
685 warn "can't create payment receipt template: $Text::Template::ERROR";
689 my $payby = $self->payby;
690 my $payinfo = $self->payinfo;
691 $payby =~ s/^BILL$/Check/ if $payinfo;
692 if ( $payby eq 'CARD' || $payby eq 'CHEK' ) {
693 $payinfo = $self->paymask
695 $payinfo = $self->decrypt($payinfo);
697 $payby =~ s/^CHEK$/Electronic check/;
700 'date' => time2str("%a %B %o, %Y", $self->_date),
701 'name' => $cust_main->name,
702 'paynum' => $self->paynum,
703 'paid' => sprintf("%.2f", $self->paid),
704 'payby' => ucfirst(lc($payby)),
705 'payinfo' => $payinfo,
706 'balance' => $cust_main->balance,
707 'company_name' => $conf->config('company_name', $cust_main->agentnum),
710 $fill_in{'invnum'} = $opt->{cust_bill}->invnum if $opt->{cust_bill};
712 if ( $opt->{'cust_pkg'} ) {
713 $fill_in{'pkg'} = $opt->{'cust_pkg'}->part_pkg->pkg;
714 #setup date, other things?
717 my $queue = new FS::queue {
718 'job' => 'FS::Misc::process_send_generated_email',
719 'paynum' => $self->paynum,
720 'custnum' => $cust_main->custnum,
721 'msgtype' => 'receipt',
723 $error = $queue->insert(
724 'from' => $conf->invoice_from_full( $cust_main->agentnum ),
725 #invoice_from??? well as good as any
726 'to' => \@invoicing_list,
727 'subject' => 'Payment receipt',
728 'body' => [ $receipt_template->fill_in( HASH => \%fill_in ) ],
733 warn "payment_receipt is on, but no payment_receipt_msgnum\n";
737 #not manual and no noemail flag (here or on the customer)
738 } elsif ( ! $opt->{'noemail'} && ! $cust_main->invoice_noemail ) {
740 my $queue = new FS::queue {
741 'job' => 'FS::cust_bill::queueable_email',
742 'paynum' => $self->paynum,
743 'custnum' => $cust_main->custnum,
747 'invnum' => $cust_bill->invnum,
751 if ( my $mode = $conf->config('payment_receipt_statement_mode') ) {
752 $opt{'mode'} = $mode;
754 # backward compatibility, no good fix for this yet as some people may
755 # still have "invoice_latex_statement" and such options
756 $opt{'template'} = 'statement';
757 $opt{'notice_name'} = 'Statement';
760 $error = $queue->insert(%opt);
764 warn "send_receipt: $error\n" if $error;
769 Returns all applications to invoices (see L<FS::cust_bill_pay>) for this
776 map { $_ } #return $self->num_cust_bill_pay unless wantarray;
777 sort { $a->_date <=> $b->_date
778 || $a->invnum <=> $b->invnum }
779 qsearch( 'cust_bill_pay', { 'paynum' => $self->paynum } )
783 =item cust_pay_refund
785 Returns all applications of refunds (see L<FS::cust_pay_refund>) to this
790 sub cust_pay_refund {
792 map { $_ } #return $self->num_cust_pay_refund unless wantarray;
793 sort { $a->_date <=> $b->_date }
794 qsearch( 'cust_pay_refund', { 'paynum' => $self->paynum } )
801 Returns the amount of this payment that is still unapplied; which is
802 paid minus all payment applications (see L<FS::cust_bill_pay>) and refund
803 applications (see L<FS::cust_pay_refund>).
809 my $amount = $self->paid;
810 $amount -= $_->amount foreach ( $self->cust_bill_pay );
811 $amount -= $_->amount foreach ( $self->cust_pay_refund );
812 sprintf("%.2f", $amount );
817 Returns the amount of this payment that has not been refuned; which is
818 paid minus all refund applications (see L<FS::cust_pay_refund>).
824 my $amount = $self->paid;
825 $amount -= $_->amount foreach ( $self->cust_pay_refund );
826 sprintf("%.2f", $amount );
831 Returns the "paid" field.
840 =item delete_cust_bill_pay OPTIONS
842 Deletes all associated cust_bill_pay records.
844 If option 'unapplied' is a specified, only deletes until
845 this object's 'unapplied' value is >= the specified amount.
846 (Deletes in order returned by L</cust_bill_pay>.)
850 sub delete_cust_bill_pay {
854 local $SIG{HUP} = 'IGNORE';
855 local $SIG{INT} = 'IGNORE';
856 local $SIG{QUIT} = 'IGNORE';
857 local $SIG{TERM} = 'IGNORE';
858 local $SIG{TSTP} = 'IGNORE';
859 local $SIG{PIPE} = 'IGNORE';
861 my $oldAutoCommit = $FS::UID::AutoCommit;
862 local $FS::UID::AutoCommit = 0;
865 my $unapplied = $self->unapplied; #only need to look it up once
869 # Maybe we should reverse the order these get deleted in?
870 # ie delete newest first?
871 # keeping consistent with how bop refunds work, for now...
872 foreach my $cust_bill_pay ( $self->cust_bill_pay ) {
873 last if $opt{'unapplied'} && ($unapplied > $opt{'unapplied'});
874 $unapplied += $cust_bill_pay->amount;
875 $error = $cust_bill_pay->delete;
880 $dbh->rollback if $oldAutoCommit;
884 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
890 Accepts input for creating a new FS::cust_refund object.
891 Unapplies payment from invoices up to the amount of the refund,
892 creates the refund and applies payment to refund. Allows entire
893 process to be handled in one transaction.
895 Causes a fatal error if called on CARD or CHEK payments.
902 die "Cannot call cust_pay->refund on " . $self->payby
903 if grep { $_ eq $self->payby } qw(CARD CHEK);
905 local $SIG{HUP} = 'IGNORE';
906 local $SIG{INT} = 'IGNORE';
907 local $SIG{QUIT} = 'IGNORE';
908 local $SIG{TERM} = 'IGNORE';
909 local $SIG{TSTP} = 'IGNORE';
910 local $SIG{PIPE} = 'IGNORE';
912 my $oldAutoCommit = $FS::UID::AutoCommit;
913 local $FS::UID::AutoCommit = 0;
916 my $error = $self->delete_cust_bill_pay('amount' => $hash->{'amount'});
919 $dbh->rollback if $oldAutoCommit;
923 $hash->{'paynum'} = $self->paynum;
924 my $new = new FS::cust_refund ( $hash );
925 $error = $new->insert;
928 $dbh->rollback if $oldAutoCommit;
932 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
942 =item batch_insert CUST_PAY_OBJECT, ...
944 Class method which inserts multiple payments. Takes a list of FS::cust_pay
945 objects. Returns a list, each element representing the status of inserting the
946 corresponding payment - empty. If there is an error inserting any payment, the
947 entire transaction is rolled back, i.e. all payments are inserted or none are.
949 FS::cust_pay objects may have the pseudo-field 'apply_to', containing a
950 reference to an array of (uninserted) FS::cust_bill_pay objects. If so,
951 those objects will be inserted with the paynum of the payment, and for
952 each one, an error message or an empty string will be inserted into the
957 my @errors = FS::cust_pay->batch_insert(@cust_pay);
958 my $num_errors = scalar(grep $_, @errors);
959 if ( $num_errors == 0 ) {
960 #success; all payments were inserted
962 #failure; no payments were inserted.
968 my $self = shift; #class method
970 local $SIG{HUP} = 'IGNORE';
971 local $SIG{INT} = 'IGNORE';
972 local $SIG{QUIT} = 'IGNORE';
973 local $SIG{TERM} = 'IGNORE';
974 local $SIG{TSTP} = 'IGNORE';
975 local $SIG{PIPE} = 'IGNORE';
977 my $oldAutoCommit = $FS::UID::AutoCommit;
978 local $FS::UID::AutoCommit = 0;
984 foreach my $cust_pay (@_) {
985 my $error = $cust_pay->insert( 'manual' => 1 );
986 push @errors, $error;
987 $num_errors++ if $error;
989 if ( ref($cust_pay->get('apply_to')) eq 'ARRAY' ) {
991 foreach my $cust_bill_pay ( @{ $cust_pay->apply_to } ) {
992 if ( $error ) { # insert placeholders if cust_pay wasn't inserted
996 $cust_bill_pay->set('paynum', $cust_pay->paynum);
997 my $apply_error = $cust_bill_pay->insert;
998 push @errors, $apply_error || '';
999 $num_errors++ if $apply_error;
1003 } elsif ( !$error ) { #normal case: apply payments as usual
1004 $cust_pay->cust_main->apply_payments;
1009 if ( $num_errors ) {
1010 $dbh->rollback if $oldAutoCommit;
1012 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1021 Returns an SQL fragment to retreive the unapplied amount.
1026 my ($class, $start, $end) = @_;
1027 my $bill_start = $start ? "AND cust_bill_pay._date <= $start" : '';
1028 my $bill_end = $end ? "AND cust_bill_pay._date > $end" : '';
1029 my $refund_start = $start ? "AND cust_pay_refund._date <= $start" : '';
1030 my $refund_end = $end ? "AND cust_pay_refund._date > $end" : '';
1034 ( SELECT SUM(amount) FROM cust_bill_pay
1035 WHERE cust_pay.paynum = cust_bill_pay.paynum
1036 $bill_start $bill_end )
1040 ( SELECT SUM(amount) FROM cust_pay_refund
1041 WHERE cust_pay.paynum = cust_pay_refund.paynum
1042 $refund_start $refund_end )
1051 my @fields = grep { $_ ne 'payinfo' } $self->fields;
1052 +{ ( map { $_=>$self->$_ } @fields ),
1058 # Used by FS::Upgrade to migrate to a new database.
1062 sub _upgrade_data { #class method
1063 my ($class, %opt) = @_;
1065 warn "$me upgrading $class\n" if $DEBUG;
1067 local $FS::payinfo_Mixin::ignore_masked_payinfo = 1;
1070 # otaker/ivan upgrade
1073 unless ( FS::upgrade_journal->is_done('cust_pay__otaker_ivan') ) {
1075 #not the most efficient, but hey, it only has to run once
1077 my $where = " WHERE ( otaker IS NULL OR otaker = '' OR otaker = 'ivan' )
1079 AND EXISTS ( SELECT 1 FROM cust_main
1080 WHERE cust_main.custnum = cust_pay.custnum )
1083 my $count_sql = "SELECT COUNT(*) FROM cust_pay $where";
1085 my $sth = dbh->prepare($count_sql) or die dbh->errstr;
1086 $sth->execute or die $sth->errstr;
1087 my $total = $sth->fetchrow_arrayref->[0];
1088 #warn "$total cust_pay records to update\n"
1090 local($DEBUG) = 2 if $total > 1000; #could be a while, force progress info
1095 my @cust_pay = qsearch( {
1096 'table' => 'cust_pay',
1098 'extra_sql' => $where,
1099 'order_by' => 'ORDER BY paynum',
1102 foreach my $cust_pay (@cust_pay) {
1104 my $h_cust_pay = $cust_pay->h_search('insert');
1105 if ( $h_cust_pay ) {
1106 next if $cust_pay->otaker eq $h_cust_pay->history_user;
1107 #$cust_pay->otaker($h_cust_pay->history_user);
1108 $cust_pay->set('otaker', $h_cust_pay->history_user);
1110 $cust_pay->set('otaker', 'legacy');
1113 my $error = $cust_pay->replace;
1116 warn " *** WARNING: Error updating order taker for payment paynum ".
1117 $cust_pay->paynun. ": $error\n";
1122 if ( $DEBUG > 1 && $lastprog + 30 < time ) {
1123 warn "$me $count/$total (".sprintf('%.2f',100*$count/$total). '%)'."\n";
1129 FS::upgrade_journal->set_done('cust_pay__otaker_ivan');
1133 # payinfo N/A upgrade
1136 unless ( FS::upgrade_journal->is_done('cust_pay__payinfo_na') ) {
1138 #XXX remove the 'N/A (tokenized)' part (or just this entire thing)
1140 my @na_cust_pay = qsearch( {
1141 'table' => 'cust_pay',
1142 'hashref' => {}, #could be encrypted# { 'payinfo' => 'N/A' },
1143 'extra_sql' => "WHERE ( payinfo = 'N/A' OR paymask = 'N/AA' OR paymask = 'N/A (tokenized)' ) AND payby IN ( 'CARD', 'CHEK' )",
1146 foreach my $na ( @na_cust_pay ) {
1148 next unless $na->payinfo eq 'N/A';
1150 my $cust_pay_pending =
1151 qsearchs('cust_pay_pending', { 'paynum' => $na->paynum } );
1152 unless ( $cust_pay_pending ) {
1153 warn " *** WARNING: not-yet recoverable N/A card for payment ".
1154 $na->paynum. " (no cust_pay_pending)\n";
1157 $na->$_($cust_pay_pending->$_) for qw( payinfo paymask );
1158 my $error = $na->replace;
1160 warn " *** WARNING: Error updating payinfo for payment paynum ".
1161 $na->paynun. ": $error\n";
1167 FS::upgrade_journal->set_done('cust_pay__payinfo_na');
1171 # otaker->usernum upgrade
1174 $class->_upgrade_otaker(%opt);
1176 # if we do this anywhere else, it should become an FS::Upgrade method
1177 my $num_to_upgrade = $class->count('paybatch is not null');
1178 my $num_jobs = FS::queue->count('job = \'FS::cust_pay::process_upgrade_paybatch\' and status != \'failed\'');
1179 if ( $num_to_upgrade > 0 ) {
1180 warn "Need to migrate paybatch field in $num_to_upgrade payments.\n";
1181 if ( $opt{queue} ) {
1182 if ( $num_jobs > 0 ) {
1183 warn "Upgrade already queued.\n";
1185 warn "Scheduling upgrade.\n";
1186 my $job = FS::queue->new({ job => 'FS::cust_pay::process_upgrade_paybatch' });
1190 process_upgrade_paybatch();
1195 sub process_upgrade_paybatch {
1197 local $FS::payinfo_Mixin::ignore_masked_payinfo = 1;
1198 local $FS::UID::AutoCommit = 1;
1201 # migrate batchnums from the misused 'paybatch' field to 'batchnum'
1203 my $text = (driver_name =~ /^mysql/i) ? 'char' : 'text';
1204 my $search = FS::Cursor->new( {
1205 'table' => 'cust_pay',
1206 'addl_from' => " JOIN pay_batch ON cust_pay.paybatch = CAST(pay_batch.batchnum AS $text) ",
1208 while (my $cust_pay = $search->fetch) {
1209 $cust_pay->set('batchnum' => $cust_pay->paybatch);
1210 $cust_pay->set('paybatch' => '');
1211 my $error = $cust_pay->replace;
1212 warn "error setting batchnum on cust_pay #".$cust_pay->paynum.":\n $error"
1217 # migrate gateway info from the misused 'paybatch' field
1220 # not only cust_pay, but also voided and refunded payments
1221 if (!FS::upgrade_journal->is_done('cust_pay__parse_paybatch_1')) {
1222 local $FS::Record::nowarn_classload=1;
1223 # really inefficient, but again, only has to run once
1224 foreach my $table (qw(cust_pay cust_pay_void cust_refund)) {
1225 my $and_batchnum_is_null =
1226 ( $table =~ /^cust_pay/ ? ' AND batchnum IS NULL' : '' );
1227 my $pkey = ($table =~ /^cust_pay/ ? 'paynum' : 'refundnum');
1228 my $search = FS::Cursor->new({
1230 extra_sql => "WHERE payby IN('CARD','CHEK') ".
1231 "AND (paybatch IS NOT NULL ".
1232 "OR (paybatch IS NULL AND auth IS NULL
1233 $and_batchnum_is_null ) )
1234 ORDER BY $pkey DESC"
1236 while ( my $object = $search->fetch ) {
1237 if ( $object->paybatch eq '' ) {
1238 # repair for a previous upgrade that didn't save 'auth'
1239 my $pkey = $object->primary_key;
1240 # find the last history record that had a paybatch value
1242 table => "h_$table",
1244 $pkey => $object->$pkey,
1245 paybatch => { op=>'!=', value=>''},
1246 history_action => 'replace_old',
1248 order_by => 'ORDER BY history_date DESC LIMIT 1',
1251 warn "couldn't find paybatch history record for $table ".$object->$pkey."\n";
1254 # if the paybatch didn't have an auth string, then it's fine
1255 $h->paybatch =~ /:(\w+):/ or next;
1256 # set paybatch to what it was in that record
1257 $object->set('paybatch', $h->paybatch)
1258 # and then upgrade it like the old records
1261 my $parsed = $object->_parse_paybatch;
1262 if (keys %$parsed) {
1263 $object->set($_ => $parsed->{$_}) foreach keys %$parsed;
1264 $object->set('auth' => $parsed->{authorization});
1265 $object->set('paybatch', '');
1266 my $error = $object->replace;
1267 warn "error parsing CARD/CHEK paybatch fields on $object #".
1268 $object->get($object->primary_key).":\n $error\n"
1273 FS::upgrade_journal->set_done('cust_pay__parse_paybatch_1');
1283 =item process_batch_import
1287 sub process_batch_import {
1292 my $custnum = $hash{'custnum'};
1293 my $agentnum = $hash{'agentnum'};
1294 my $agent_custid = $hash{'agent_custid'};
1296 $hash{'_date'} = parse_datetime($hash{'_date'})
1297 if $hash{'_date'} && $hash{'_date'} =~ /\D/;
1298 #remove custnum_prefix
1299 my $custnum_prefix = $conf->config('cust_main-custnum-display_prefix');
1300 my $custnum_length = $conf->config('cust_main-custnum-display_length') || 8;
1303 && $custnum =~ /^$custnum_prefix(0*([1-9]\d*))$/
1304 && length($1) == $custnum_length
1308 # check agentnum against custnum and
1309 # translate agent_custid into regular custnum
1310 if ($custnum && $agent_custid) {
1311 die "can't specify both custnum and agent_custid\n";
1312 } elsif ($agentnum || $agent_custid) {
1313 # here is the agent virtualization
1314 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
1316 $search{'agentnum'} = $agentnum
1318 $search{'agent_custid'} = $agent_custid
1320 $search{'custnum'} = $custnum
1322 my $cust_main = qsearchs({
1323 'table' => 'cust_main',
1324 'hashref' => \%search,
1325 'extra_sql' => $extra_sql,
1327 die "can't find customer with" .
1328 ($agentnum ? " agentnum $agentnum" : '') .
1329 ($custnum ? " custnum $custnum" : '') .
1330 ($agent_custid ? " agent_custid $agent_custid" : '') . "\n"
1332 die "mismatched customer number\n"
1333 if $custnum && ($custnum ne $cust_main->custnum);
1334 $custnum = $cust_main->custnum;
1336 $hash{'custnum'} = $custnum;
1337 delete($hash{'agent_custid'});
1342 'table' => 'cust_pay',
1343 'params' => [ '_date', 'agentnum', 'payby', 'paybatch' ],
1344 #agent_custid isn't a cust_pay field, see hash callback
1345 'formats' => { 'simple' =>
1346 [ qw(custnum agent_custid paid payinfo invnum) ] },
1347 'format_types' => { 'simple' => '' }, #force infer from file extension
1348 'default_csv' => 1, #if not .xls, will read as csv, regardless of extension
1349 'format_hash_callbacks' => { 'simple' => $hashcb },
1350 'insert_args_callback' => sub { ( 'manual'=>1 ); },
1351 'postinsert_callback' => sub {
1352 my $cust_pay = shift;
1353 my $cust_main = $cust_pay->cust_main
1354 or return "can't find customer to which payments apply";
1355 my $error = $cust_main->apply_payments_and_credits;
1357 ? "can't apply payments to customer ".$cust_pay->custnum."$error"
1362 FS::Record::process_batch_import( $job, $opt, @_ );
1366 =item batch_import HASHREF
1368 Inserts new payments.
1375 my $fh = $param->{filehandle};
1376 my $format = $param->{'format'};
1378 my $agentnum = $param->{agentnum};
1379 my $_date = $param->{_date};
1380 $_date = parse_datetime($_date) if $_date && $_date =~ /\D/;
1381 my $paybatch = $param->{'paybatch'};
1383 my $custnum_prefix = $conf->config('cust_main-custnum-display_prefix');
1384 my $custnum_length = $conf->config('cust_main-custnum-display_length') || 8;
1386 # here is the agent virtualization
1387 my $extra_sql = ' AND '. $FS::CurrentUser::CurrentUser->agentnums_sql;
1391 if ( $format eq 'simple' ) {
1392 @fields = qw( custnum agent_custid paid payinfo invnum );
1394 } elsif ( $format eq 'extended' ) {
1395 die "unimplemented\n";
1399 die "unknown format $format";
1402 eval "use Text::CSV_XS;";
1405 my $csv = new Text::CSV_XS;
1409 local $SIG{HUP} = 'IGNORE';
1410 local $SIG{INT} = 'IGNORE';
1411 local $SIG{QUIT} = 'IGNORE';
1412 local $SIG{TERM} = 'IGNORE';
1413 local $SIG{TSTP} = 'IGNORE';
1414 local $SIG{PIPE} = 'IGNORE';
1416 my $oldAutoCommit = $FS::UID::AutoCommit;
1417 local $FS::UID::AutoCommit = 0;
1421 while ( defined($line=<$fh>) ) {
1423 $csv->parse($line) or do {
1424 $dbh->rollback if $oldAutoCommit;
1425 return "can't parse: ". $csv->error_input();
1428 my @columns = $csv->fields();
1432 paybatch => $paybatch,
1434 $cust_pay{_date} = $_date if $_date;
1437 foreach my $field ( @fields ) {
1439 if ( $field eq 'agent_custid'
1441 && $columns[0] =~ /\S+/ )
1444 my $agent_custid = $columns[0];
1445 my %hash = ( 'agent_custid' => $agent_custid,
1446 'agentnum' => $agentnum,
1449 if ( $cust_pay{'custnum'} !~ /^\s*$/ ) {
1450 $dbh->rollback if $oldAutoCommit;
1451 return "can't specify custnum with agent_custid $agent_custid";
1454 $cust_main = qsearchs({
1455 'table' => 'cust_main',
1456 'hashref' => \%hash,
1457 'extra_sql' => $extra_sql,
1460 unless ( $cust_main ) {
1461 $dbh->rollback if $oldAutoCommit;
1462 return "can't find customer with agent_custid $agent_custid";
1466 $columns[0] = $cust_main->custnum;
1469 $cust_pay{$field} = shift @columns;
1472 if ( $custnum_prefix && $cust_pay{custnum} =~ /^$custnum_prefix(0*([1-9]\d*))$/
1473 && length($1) == $custnum_length ) {
1474 $cust_pay{custnum} = $2;
1477 my $custnum = $cust_pay{custnum};
1479 my $cust_pay = new FS::cust_pay( \%cust_pay );
1480 my $error = $cust_pay->insert;
1482 if ( ! $error && $cust_pay->custnum != $custnum ) {
1483 #invnum was defined, and ->insert set custnum to the customer for that
1484 #invoice, but it wasn't the one the import specified.
1485 $dbh->rollback if $oldAutoCommit;
1486 $error = "specified invoice #". $cust_pay{invnum}.
1487 " is for custnum ". $cust_pay->custnum.
1488 ", not specified custnum $custnum";
1492 $dbh->rollback if $oldAutoCommit;
1493 return "can't insert payment for $line: $error";
1496 if ( $format eq 'simple' ) {
1497 # include agentnum for less surprise?
1498 $cust_main = qsearchs({
1499 'table' => 'cust_main',
1500 'hashref' => { 'custnum' => $cust_pay->custnum },
1501 'extra_sql' => $extra_sql,
1505 unless ( $cust_main ) {
1506 $dbh->rollback if $oldAutoCommit;
1507 return "can't find customer to which payments apply at line: $line";
1510 $error = $cust_main->apply_payments_and_credits;
1512 $dbh->rollback if $oldAutoCommit;
1513 return "can't apply payments to customer for $line: $error";
1521 $dbh->commit or die $dbh->errstr if $oldAutoCommit;
1523 return "Empty file!" unless $imported;
1533 Delete and replace methods.
1537 L<FS::cust_pay_pending>, L<FS::cust_bill_pay>, L<FS::cust_bill>, L<FS::Record>,
1538 schema.html from the base documentation.