RT# 83044 - fixed so open empty batches not created on upgrade

[freeside.git] / FS / FS / pay_batch.pm

diff --git a/FS/FS/pay_batch.pm b/FS/FS/pay_batch.pm
index e299dd9..c57c554 100644 (file)
--- a/FS/FS/pay_batch.pm
+++ b/FS/FS/pay_batch.pm
@@ -9,11 +9,12 @@ use List::Util qw(sum);
 use Time::Local;
 use Text::CSV_XS;
 use Date::Parse qw(str2time);
 use Time::Local;
 use Text::CSV_XS;
 use Date::Parse qw(str2time);

-use Business::CreditCard qw(cardtype);
+use Business::CreditCard qw( 0.35 cardtype );

 use FS::Record qw( dbh qsearch qsearchs );
 use FS::Conf;
 use FS::cust_pay;
 use FS::Log;
 use FS::Record qw( dbh qsearch qsearchs );
 use FS::Conf;
 use FS::cust_pay;
 use FS::Log;

+use Try::Tiny;

 
 =head1 NAME
 
 
 =head1 NAME
 


@@ -55,6 +56,10 @@ from FS::Record.  The following fields are currently supported:
 
 =item title - unique batch identifier
 
 
 =item title - unique batch identifier
 

+=item processor_id -
+
+=item type - batch type payents (DEBIT), or refunds (CREDIT)
+

 For incoming batches, the combination of 'title', 'payby', and 'agentnum'
 must be unique.
 
 For incoming batches, the combination of 'title', 'payby', and 'agentnum'
 must be unique.
 


@@ -614,7 +619,8 @@ sub import_from_gateway {
       my $error;
 
       my $paybatch = $gateway->gatewaynum .  '-' .  $gateway->gateway_module .
       my $error;
 
       my $paybatch = $gateway->gatewaynum .  '-' .  $gateway->gateway_module .

-        ':' . $item->authorization .  ':' . $item->order_number;
+        ':' . ($item->authorization || '') .
+        ':' . ($item->order_number || '');

 
       if ( $batch->incoming ) {
         # This is a one-way batch.
 
       if ( $batch->incoming ) {
         # This is a one-way batch.


@@ -888,7 +894,8 @@ Prepare the batch to be exported.  This will:
   increment expiration dates that are in the past.
 - If this is the first download for this batch, adjust payment amounts to 
   not be greater than the customer's current balance.  If the customer's 
   increment expiration dates that are in the past.
 - If this is the first download for this batch, adjust payment amounts to 
   not be greater than the customer's current balance.  If the customer's 

-  balance is zero, the entry will be removed.
+  balance is zero, the entry will be removed (caution: all cust_pay_batch
+  entries might be removed!)

 
 Use this within a transaction.
 
 
 Use this within a transaction.
 


@@ -947,15 +954,6 @@ sub prepare_for_export {
       # else $balance >= $cust_pay_batch->amount
     }
 
       # else $balance >= $cust_pay_batch->amount
     }
 

-    # we might end up removing all cust_pay_batch above...
-    # probably the better way to handle this is to commit that removal,
-    # but no time to trace code & test that right now
-    #
-    # additionally, UI currently allows hand-deletion of all payments from a batch, meaning
-    # it's possible to try and process an empty batch...this is where we catch
-    # such an attempt, though it probably shouldn't be possible in the first place
-    return "Batch is empty" unless $self->cust_pay_batch;
-

     #need to do this after unbatch_and_delete
     my $error = $self->set_status('I');
     return "error updating pay_batch status: $error\n" if $error;
     #need to do this after unbatch_and_delete
     my $error = $self->set_status('I');
     return "error updating pay_batch status: $error\n" if $error;


@@ -973,6 +971,10 @@ module, in which case the configuration options are in 'batchconfig-FORMAT'.
 Alternatively, GATEWAY can be an L<FS::payment_gateway> object set to a
 L<Business::BatchPayment> module.
 
 Alternatively, GATEWAY can be an L<FS::payment_gateway> object set to a
 L<Business::BatchPayment> module.
 

+Returns the text of the batch.  If batch contains no cust_pay_batch entries
+(or has them all removed by L</prepare_for_export>) then the batch will be 
+resolved and a blank string will be returned.  All other errors are fatal.
+

 =cut
 
 sub export_batch {
 =cut
 
 sub export_batch {


@@ -1008,6 +1010,12 @@ sub export_batch {
   my $batchcount = 0;
 
   my @cust_pay_batch = $self->cust_pay_batch;
   my $batchcount = 0;
 
   my @cust_pay_batch = $self->cust_pay_batch;

+  unless (@cust_pay_batch) {
+    # if it's empty, just resolve the batch
+    $self->set_status('R');
+    $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+    return '';
+  }

 
   my $delim = exists($info->{'delimiter'}) ? $info->{'delimiter'} : "\n";
 
 
   my $delim = exists($info->{'delimiter'}) ? $info->{'delimiter'} : "\n";
 


@@ -1052,6 +1060,10 @@ that gateway via Business::BatchPayment. OPTIONS may include:
 
 - file: override the default transport and write to this file (name or handle)
 
 
 - file: override the default transport and write to this file (name or handle)
 

+If batch contains no cust_pay_batch entries (or has them all removed by 
+L</prepare_for_export>) then nothing will be transported (or written to 
+the override file) and the batch will be resolved.
+

 =cut
 
 sub export_to_gateway {
 =cut
 
 sub export_to_gateway {


@@ -1072,17 +1084,29 @@ sub export_to_gateway {
   my $processor = $gateway->batch_processor(%proc_opt);
 
   my @items = map { $_->request_item } $self->cust_pay_batch;
   my $processor = $gateway->batch_processor(%proc_opt);
 
   my @items = map { $_->request_item } $self->cust_pay_batch;

-  my $batch = Business::BatchPayment->create(Batch =>
-    batch_id  => $self->batchnum,
-    items     => \@items
-  );
-  $processor->submit($batch);
-
-  if ($batch->processor_id) {
-    $self->set('processor_id',$batch->processor_id);
-    $self->replace;
+  unless (@items) {
+    # if it's empty, just resolve the batch
+    $self->set_status('R');
+    $dbh->commit or die $dbh->errstr if $oldAutoCommit;
+    return '';

   }
 
   }
 

+  try {
+    my $batch = Business::BatchPayment->create(Batch =>
+      batch_id  => $self->batchnum,
+      items     => \@items
+    );
+    $processor->submit($batch);
+
+    if ($batch->processor_id) {
+      $self->set('processor_id',$batch->processor_id);
+      $self->replace;
+    }
+  } catch {
+    $dbh->rollback if $oldAutoCommit;
+    die $_;
+  };
+

   $dbh->commit or die $dbh->errstr if $oldAutoCommit;
   '';
 }
   $dbh->commit or die $dbh->errstr if $oldAutoCommit;
   '';
 }


@@ -1134,7 +1158,152 @@ sub manual_approve {
   return;
 }
 
   return;
 }
 

+=item batch_download_formats
+
+returns a hash of batch download formats.
+
+my %download_formats = FS::pay_batch::batch_download_formats;
+
+=cut
+
+sub batch_download_formats {
+
+  my @formats = (
+    ''              =>
+        'Default batch mode',
+    'NACHA'         =>
+        '94 byte NACHA',
+    'csv-td_canada_trust-merchant_pc_batch' =>
+        'CSV file for TD Canada Trust Merchant PC Batch',
+    'csv-chase_canada-E-xactBatch' =>
+        'CSV file for Chase Canada E-xactBatch',
+    'PAP'           =>
+        '80 byte file for TD Canada Trust PAP Batch',
+    'BoM'           =>
+        'Bank of Montreal ECA batch',
+    'ach-spiritone' =>
+        'Spiritone ACH batch',
+    'paymentech'    =>
+        'XML file for Chase Paymentech',
+    'RBC'           =>
+        'Royal Bank of Canada PDS batch',
+    'td_eft1464'    =>
+        '1464 byte file for TD Commercial Banking EFT',
+    'eft_canada'    =>
+        'EFT Canada CSV batch',
+    'CIBC'          =>
+        '80 byte file for Canadian Imperial Bank of Commerce',
+    # insert new batch formats here
+  );
+
+}
+
+=item batch_download_formats
+
+returns a hash of batch download formats.
+
+my %download_formats = FS::pay_batch::batch_download_formats;
+
+=cut
+
+sub can_handle_electronic_refunds {
+
+  my $self = shift;
+  my $format = shift;
+  my $conf = new FS::Conf;
+
+  tie my %download_formats, 'Tie::IxHash', batch_download_formats;
+
+  my %paybatch_mods = (
+    'NACHA'                                 => 'nacha',
+    'csv-td_canada_trust-merchant_pc_batch' => 'td_canada_trust',
+    'csv-chase_canada-E-xactBatch'          => 'chase-canada',
+    'PAP'                                   => 'PAP',
+    'BoM'                                   => 'BoM',
+    'ach-spiritone'                         => 'ach_spiritone',
+    'paymentech'                            => 'paymentech',
+    'RBC'                                   => 'RBC',
+    'td_eft1464'                            => 'td_eft1464',
+    'eft_canada'                            => 'eft_canada',
+    'CIBC'                                  => 'CIBC',
+  );
+
+  %download_formats = ( $format => $download_formats{$format}, ) if $format;
+
+  foreach my $key (keys %download_formats) {
+    my $mod = "FS::pay_batch::".$paybatch_mods{$key};
+    if ($mod->can('can_handle_credits')) {
+      return '1' if $conf->exists('batchconfig-'.$key);
+    }
+  }
+
+  return;
+
+}
+
+use FS::upgrade_journal;

 sub _upgrade_data {
 sub _upgrade_data {

+
+  # check if there are any pending batch refunds and no download format configured
+  # that allows electronic refunds.
+  unless ( FS::upgrade_journal->is_done('removed_refunds_nodownload_format') ) {
+
+    ## get a list of all refunds in batches.
+    my $extrasql = " LEFT JOIN pay_batch USING ( batchnum ) WHERE cust_pay_batch.paycode = 'C' AND pay_batch.download IS NULL AND pay_batch.type = 'DEBIT' ";
+
+    my @batch_refunds = qsearch({
+      'table'   => 'cust_pay_batch',
+      'select'  => 'cust_pay_batch.*',
+      'extra_sql' => $extrasql,
+    });
+
+    my $replace_error;
+
+    if (@batch_refunds) {
+      warn "found ".scalar @batch_refunds." batch refunds.\n";
+      warn "Searching for their cust refunds...\n" if (scalar @batch_refunds > 0);
+
+      my $oldAutoCommit = $FS::UID::AutoCommit;
+      local $FS::UID::AutoCommit = 0;
+      my $dbh = dbh;
+
+      ## move refund to credit batch.
+      foreach my $cust_pay_batch (@batch_refunds) {
+        my $payby = $cust_pay_batch->payby eq "CARD" ? "CARD" : "CHEK";
+
+        my %pay_batch = (
+          'status' => 'O',
+          'payby'  => $payby,
+          'type'   => 'CREDIT',
+        );
+
+        my $pay_batch = qsearchs( 'pay_batch', \%pay_batch );
+
+        unless ( $pay_batch ) {
+          $pay_batch = new FS::pay_batch \%pay_batch;
+          my $error = $pay_batch->insert;
+          if ( $error ) {
+            $dbh->rollback if $oldAutoCommit;
+            warn "error creating a $payby credit batch: $error\n";
+          }
+        }
+
+        $cust_pay_batch->batchnum($pay_batch->batchnum);
+        $replace_error = $cust_pay_batch->replace();
+        if ( $replace_error ) {
+          $dbh->rollback if $oldAutoCommit;
+          warn "Unable to move credit to a credit batch: $replace_error";
+        }
+        else {
+          warn "Moved cust pay credit ".$cust_pay_batch->paybatchnum." to ".$cust_pay_batch->payby." credit batch ".$cust_pay_batch->batchnum."\n";
+        }
+      }
+    } #end @batch_refunds
+    else { warn "No batch refunds found\n"; }
+
+    FS::upgrade_journal->set_done('removed_refunds_nodownload_format') unless $replace_error;
+  }
+

   # Set up configuration for gateways that have a Business::BatchPayment
   # module.
   
   # Set up configuration for gateways that have a Business::BatchPayment
   # module.