X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=FS%2FFS%2FAPI.pm;h=6ca2b553be3622690954daec16b453adfd8e254d;hp=36587da596c8d5e34ed74c47659a4a7acab533e4;hb=ff27c3f36240aee48ed50153dd5d8fe3ac3f2443;hpb=e9e0cf0989259b94d9758eceff448666a2e5a5cc diff --git a/FS/FS/API.pm b/FS/FS/API.pm index 36587da59..6ca2b553b 100644 --- a/FS/FS/API.pm +++ b/FS/FS/API.pm @@ -1,5 +1,6 @@ package FS::API; +use strict; use FS::Conf; use FS::Record qw( qsearch qsearchs ); use FS::cust_main; @@ -7,6 +8,7 @@ use FS::cust_location; use FS::cust_pay; use FS::cust_credit; use FS::cust_refund; +use FS::cust_pkg; =head1 NAME @@ -23,19 +25,52 @@ This module implements a backend API for advanced back-office integration. In contrast to the self-service API, which authenticates an end-user and offers functionality to that end user, the backend API performs a simple shared-secret authentication and offers full, administrator functionality, enabling -integration with other back-office systems. +integration with other back-office systems. Only access this API from a secure +network from other backoffice machines. DON'T use this API to create customer +portal functionality. If accessing this API remotely with XML-RPC or JSON-RPC, be careful to block the port by default, only allow access from back-office servers with the same security precations as the Freeside server, and encrypt the communication -channel (for exampple, with an SSH tunnel or VPN) rather than accessing it +channel (for example, with an SSH tunnel or VPN) rather than accessing it in plaintext. =head1 METHODS =over 4 -=item insert_payment +=item insert_payment OPTION => VALUE, ... + +Adds a new payment to a customers account. Takes a list of keys and values as +paramters with the following keys: + +=over 4 + +=item secret + +API Secret + +=item custnum + +Customer number + +=item payby + +Payment type + +=item paid + +Amount paid + +=item _date + +Option date for payment + +=item order_number + +Optional order number + +=back Example: @@ -47,6 +82,7 @@ Example: #optional '_date' => 1397977200, #UNIX timestamp + 'order_number' => '12345', ); if ( $result->{'error'} ) { @@ -61,9 +97,7 @@ Example: #enter cash payment sub insert_payment { my($class, %opt) = @_; - my $conf = new FS::Conf; - return { 'error' => 'Incorrect shared secret' } - unless $opt{secret} eq $conf->config('api_shared_secret'); + return _shared_secret_error() unless _check_shared_secret($opt{secret}); #less "raw" than this? we are the backoffice API, and aren't worried # about version migration ala cust_main/cust_location here @@ -77,19 +111,12 @@ sub insert_payment { # pass the phone number ( from svc_phone ) sub insert_payment_phonenum { my($class, %opt) = @_; - my $conf = new FS::Conf; - return { 'error' => 'Incorrect shared secret' } - unless $opt{secret} eq $conf->config('api_shared_secret'); - $class->_by_phonenum('insert_payment', %opt); - } sub _by_phonenum { my($class, $method, %opt) = @_; - my $conf = new FS::Conf; - return { 'error' => 'Incorrect shared secret' } - unless $opt{secret} eq $conf->config('api_shared_secret'); + return _shared_secret_error() unless _check_shared_secret($opt{secret}); my $phonenum = delete $opt{'phonenum'}; @@ -102,10 +129,32 @@ sub _by_phonenum { $opt{'custnum'} = $cust_pkg->custnum; $class->$method(%opt); - } -=item insert_credit +=item insert_credit OPTION => VALUE, ... + +Adds a a credit to a customers account. Takes a list of keys and values as +parameters with the following keys + +=over + +=item secret + +API Secret + +=item custnum + +customer number + +=item amount + +Amount of the credit + +=item _date + +The date the credit will be posted + +=back Example: @@ -130,11 +179,9 @@ Example: #Enter credit sub insert_credit { my($class, %opt) = @_; - my $conf = new FS::Conf; - return { 'error' => 'Incorrect shared secret' } - unless $opt{secret} eq $conf->config('api_shared_secret'); + return _shared_secret_error() unless _check_shared_secret($opt{secret}); - $opt{'reasonnum'} ||= $conf->config('api_credit_reason'); + $opt{'reasonnum'} ||= FS::Conf->new->config('api_credit_reason'); #less "raw" than this? we are the backoffice API, and aren't worried # about version migration ala cust_main/cust_location here @@ -148,15 +195,44 @@ sub insert_credit { # pass the phone number ( from svc_phone ) sub insert_credit_phonenum { my($class, %opt) = @_; - my $conf = new FS::Conf; - return { 'error' => 'Incorrect shared secret' } - unless $opt{secret} eq $conf->config('api_shared_secret'); - $class->_by_phonenum('insert_credit', %opt); +} + +=item apply_payments_and_credits + +Applies payments and credits for this customer. Takes a list of keys and +values as parameter with the following keys: + +=over 4 + +=item secret + +API secret + +=item custnum + +Customer number + +=back + +=cut + +#apply payments and credits +sub apply_payments_and_credits { + my($class, %opt) = @_; + return _shared_secret_error() unless _check_shared_secret($opt{secret}); + + my $cust_main = qsearchs('cust_main', { 'custnum' => $opt{custnum} }) + or return { 'error' => 'Unknown custnum' }; + my $error = $cust_main->apply_payments_and_credits( 'manual'=>1 ); + return { 'error' => $error, }; } -=item insert_refund +=item insert_refund OPTION => VALUE, ... + +Adds a a credit to a customers account. Takes a list of keys and values as +parmeters with the following keys: custnum, payby, refund Example: @@ -182,9 +258,7 @@ Example: #Enter cash refund. sub insert_refund { my($class, %opt) = @_; - my $conf = new FS::Conf; - return { 'error' => 'Incorrect shared secret' } - unless $opt{secret} eq $conf->config('api_shared_secret'); + return _shared_secret_error() unless _check_shared_secret($opt{secret}); # when github pull request #24 is merged, # will have to change over to default reasonnum like credit @@ -203,12 +277,7 @@ sub insert_refund { # pass the phone number ( from svc_phone ) sub insert_refund_phonenum { my($class, %opt) = @_; - my $conf = new FS::Conf; - return { 'error' => 'Incorrect shared secret' } - unless $opt{secret} eq $conf->config('api_shared_secret'); - $class->_by_phonenum('insert_refund', %opt); - } #--- @@ -218,7 +287,120 @@ sub insert_refund_phonenum { # long-term: package changes? -=item new_customer +=item new_customer OPTION => VALUE, ... + +Creates a new customer. Takes a list of keys and values as parameters with the +following keys: + +=over 4 + +=item secret + +API Secret + +=item first + +first name (required) + +=item last + +last name (required) + +=item ss + +(not typically collected; mostly used for ACH transactions) + +=item company + +Company name + +=item address1 (required) + +Address line one + +=item city (required) + +City + +=item county + +County + +=item state (required) + +State + +=item zip (required) + +Zip or postal code + +=item country + +2 Digit Country Code + +=item latitude + +latitude + +=item Longitude + +longitude + +=item geocode + +Currently used for third party tax vendor lookups + +=item censustract + +Used for determining FCC 477 reporting + +=item censusyear + +Used for determining FCC 477 reporting + +=item daytime + +Daytime phone number + +=item night + +Evening phone number + +=item fax + +Fax number + +=item mobile + +Mobile number + +=item invoicing_list + +comma-separated list of email addresses for email invoices. The special value 'POST' is used to designate postal invoicing (it may be specified alone or in addition to email addresses), +postal_invoicing +Set to 1 to enable postal invoicing + +=item referral_custnum + +Referring customer number + +=item salesnum + +Sales person number + +=item agentnum + +Agent number + +=item agent_custid + +Agent specific customer number + +=item referral_custnum + +Referring customer number + +=back =cut @@ -228,134 +410,147 @@ sub insert_refund_phonenum { sub new_customer { my( $class, %opt ) = @_; - my $conf = new FS::Conf; - return { 'error' => 'Incorrect shared secret' } - unless $opt{secret} eq $conf->config('api_shared_secret'); + return _shared_secret_error() unless _check_shared_secret($opt{secret}); #default agentnum like signup_server-default_agentnum? + #$opt{agentnum} ||= $conf->config('signup_server-default_agentnum'); #same for refnum like signup_server-default_refnum + $opt{refnum} ||= FS::Conf->new->config('signup_server-default_refnum'); - my $cust_main = new FS::cust_main ( { - 'agentnum' => $agentnum, - 'refnum' => $opt{refnum} - || $conf->config('signup_server-default_refnum'), - 'payby' => 'BILL', - - map { $_ => $opt{$_} } qw( - agentnum refnum agent_custid referral_custnum - last first company - daytime night fax mobile - payby payinfo paydate paycvv payname - ), - - } ); - - my @invoicing_list = $opt{'invoicing_list'} - ? split( /\s*\,\s*/, $opt{'invoicing_list'} ) - : (); - push @invoicing_list, 'POST' if $opt{'postal_invoicing'}; - - my ($bill_hash, $ship_hash); - foreach my $f (FS::cust_main->location_fields) { - # avoid having to change this in front-end code - $bill_hash->{$f} = $opt{"bill_$f"} || $opt{$f}; - $ship_hash->{$f} = $opt{"ship_$f"}; - } + $class->API_insert( %opt ); +} - my $bill_location = FS::cust_location->new($bill_hash); - my $ship_location; - # we don't have an equivalent of the "same" checkbox in selfservice^Wthis API - # so is there a ship address, and if so, is it different from the billing - # address? - if ( length($ship_hash->{address1}) > 0 and - grep { $bill_hash->{$_} ne $ship_hash->{$_} } keys(%$ship_hash) - ) { - - $ship_location = FS::cust_location->new( $ship_hash ); - - } else { - $ship_location = $bill_location; - } +=item update_customer - $cust_main->set('bill_location' => $bill_location); - $cust_main->set('ship_location' => $ship_location); +Updates an existing customer. Passing an empty value clears that field, while +NOT passing that key/value at all leaves it alone. Takes a list of keys and +values as parameters with the following keys: - $error = $cust_main->insert( {}, \@invoicing_list ); - return { 'error' => $error } if $error; - - return { 'error' => '', - 'custnum' => $cust_main->custnum, - }; +=over 4 -} +=item secret + +API Secret (required) + +=item custnum + +Customer number (required) + +=item first + +first name + +=item last + +last name + +=item company + +Company name + +=item address1 + +Address line one + +=item city + +City + +=item county + +County + +=item state + +State + +=item zip + +Zip or postal code + +=item country + +2 Digit Country Code + +=item daytime + +Daytime phone number + +=item night + +Evening phone number -=item customer_info +=item fax + +Fax number + +=item mobile + +Mobile number + +=item invoicing_list + +Comma-separated list of email addresses for email invoices. The special value +'POST' is used to designate postal invoicing (it may be specified alone or in +addition to email addresses), +postal_invoicing +Set to 1 to enable postal invoicing + +=item referral_custnum + +Referring customer number + +=item salesnum + +Sales person number + +=item agentnum + +Agent number + +=back =cut -#some false laziness w/ClientAPI::Myaccount customer_info/customer_info_short +sub update_customer { + my( $class, %opt ) = @_; + return _shared_secret_error() unless _check_shared_secret($opt{secret}); + + FS::cust_main->API_update( %opt ); +} + +=item customer_info OPTION => VALUE, ... -use vars qw( @cust_main_editable_fields @location_editable_fields ); -@cust_main_editable_fields = qw( - first last company daytime night fax mobile -); -# locale -# payby payinfo payname paystart_month paystart_year payissue payip -# ss paytype paystate stateid stateid_state -@location_editable_fields = qw( - address1 address2 city county state zip country -); +Returns general customer information. Takes a list of keys and values as +parameters with the following keys: custnum, secret + +=cut sub customer_info { my( $class, %opt ) = @_; - my $conf = new FS::Conf; - return { 'error' => 'Incorrect shared secret' } - unless $opt{secret} eq $conf->config('api_shared_secret'); + return _shared_secret_error() unless _check_shared_secret($opt{secret}); my $cust_main = qsearchs('cust_main', { 'custnum' => $opt{custnum} }) or return { 'error' => 'Unknown custnum' }; - my %return = ( - 'error' => '', - 'display_custnum' => $cust_main->display_custnum, - 'name' => $cust_main->first. ' '. $cust_main->get('last'), - 'balance' => $cust_main->balance, - 'status' => $cust_main->status, - 'statuscolor' => $cust_main->statuscolor, - ); - - $return{$_} = $cust_main->get($_) - foreach @cust_main_editable_fields; - - for (@location_editable_fields) { - $return{$_} = $cust_main->bill_location->get($_) - if $cust_main->bill_locationnum; - $return{'ship_'.$_} = $cust_main->ship_location->get($_) - if $cust_main->ship_locationnum; - } - - my @invoicing_list = $cust_main->invoicing_list; - $return{'invoicing_list'} = - join(', ', grep { $_ !~ /^(POST|FAX)$/ } @invoicing_list ); - $return{'postal_invoicing'} = - 0 < ( grep { $_ eq 'POST' } @invoicing_list ); + $cust_main->API_getinfo; +} - #generally, the more useful data from the cust_main record the better. - # well, tell me what you want +=item location_info - return \%return; +Returns location specific information for the customer. Takes a list of keys +and values as paramters with the following keys: custnum, secret -} +=cut #I also monitor for changes to the additional locations that are applied to # packages, and would like for those to be exportable as well. basically the # location data passed with the custnum. + sub location_info { my( $class, %opt ) = @_; - my $conf = new FS::Conf; - return { 'error' => 'Incorrect shared secret' } - unless $opt{secret} eq $conf->config('api_shared_secret'); + return _shared_secret_error() unless _check_shared_secret($opt{secret}); my @cust_location = qsearch('cust_location', { 'custnum' => $opt{custnum} }); @@ -367,8 +562,141 @@ sub location_info { return \%return; } -#Advertising sources? +=item change_package_location + +Updates package location. Takes a list of keys and values +as paramters with the following keys: + +pkgnum + +secret + +locationnum - pass this, or the following keys (don't pass both) + +locationname + +address1 + +address2 + +city + +county + +state + +zip + +addr_clean + +country + +censustract + +censusyear + +location_type + +location_number + +location_kind + +incorporated + +On error, returns a hashref with an 'error' key. +On success, returns a hashref with 'pkgnum' and 'locationnum' keys, +containing the new values. + +=cut + +sub change_package_location { + my $class = shift; + my %opt = @_; + return _shared_secret_error() unless _check_shared_secret($opt{'secret'}); + + my $cust_pkg = qsearchs('cust_pkg', { 'pkgnum' => $opt{'pkgnum'} }) + or return { 'error' => 'Unknown pkgnum' }; + + my %changeopt; + + foreach my $field ( qw( + locationnum + locationname + address1 + address2 + city + county + state + zip + addr_clean + country + censustract + censusyear + location_type + location_number + location_kind + incorporated + )) { + $changeopt{$field} = $opt{$field} if $opt{$field}; + } + + $cust_pkg->API_change(%changeopt); +} + +=item bill_now OPTION => VALUE, ... + +Bills a single customer now, in the same fashion as the "Bill now" link in the +UI. + +Returns a hash reference with a single key, 'error'. If there is an error, +the value contains the error, otherwise it is empty. Takes a list of keys and +values as parameters with the following keys: + +=over 4 + +=item secret + +API Secret (required) + +=item custnum + +Customer number (required) =back +=cut + +sub bill_now { + my( $class, %opt ) = @_; + return _shared_secret_error() unless _check_shared_secret($opt{secret}); + + my $cust_main = qsearchs('cust_main', { 'custnum' => $opt{custnum} }) + or return { 'error' => 'Unknown custnum' }; + + my $error = $cust_main->bill_and_collect( 'fatal' => 'return', + 'retry' => 1, + 'check_freq' =>'1d', + ); + + return { 'error' => $error, + }; + +} + + +#next.. Advertising sources? + + +## +# helper subroutines +## + +sub _check_shared_secret { + shift eq FS::Conf->new->config('api_shared_secret'); +} + +sub _shared_secret_error { + return { 'error' => 'Incorrect shared secret' }; +} + 1;