1 package FS::SelfService;
4 use vars qw($VERSION @ISA @EXPORT_OK $socket %autoload $tag);
10 use Storable qw(nstore_fd fd_retrieve);
14 @ISA = qw( Exporter );
16 $socket = "/usr/local/freeside/selfservice_socket";
17 $socket .= '.'.$tag if defined $tag && length($tag);
19 #maybe should ask ClientAPI for this list
21 'passwd' => 'passwd/passwd',
22 'chfn' => 'passwd/passwd',
23 'chsh' => 'passwd/passwd',
24 'login' => 'MyAccount/login',
25 'customer_info' => 'MyAccount/customer_info',
26 'invoice' => 'MyAccount/invoice',
27 'cancel' => 'MyAccount/cancel',
28 'list_pkgs' => 'MyAccount/list_pkgs',
29 'order_pkg' => 'MyAccount/order_pkg',
30 'cancel_pkg' => 'MyAccount/cancel_pkg',
31 'signup_info' => 'Signup/signup_info',
32 'new_customer' => 'Signup/new_customer',
34 @EXPORT_OK = keys %autoload;
36 $ENV{'PATH'} ='/usr/bin:/usr/ucb:/bin';
37 $ENV{'SHELL'} = '/bin/sh';
38 $ENV{'IFS'} = " \t\n";
41 $ENV{'BASH_ENV'} = '';
43 my $freeside_uid = scalar(getpwnam('freeside'));
44 die "not running as the freeside user\n" if $> != $freeside_uid;
46 foreach my $autoload ( keys %autoload ) {
57 $param->{_packet} = \''. $autoload{$autoload}. '\';
59 simple_packet($param);
69 socket(SOCK, PF_UNIX, SOCK_STREAM, 0) or die "socket: $!";
70 connect(SOCK, sockaddr_un($socket)) or die "connect: $!";
71 nstore_fd($packet, \*SOCK) or die "can't send packet: $!";
74 #shoudl trap: Magic number checking on storable file failed at blib/lib/Storable.pm (autosplit into blib/lib/auto/Storable/fd_retrieve.al) line 337, at /usr/local/share/perl/5.6.1/FS/SelfService.pm line 71
76 #block until there is a message on socket
77 # my $w = new IO::Select;
79 # my @wait = $w->can_read;
80 my $return = fd_retrieve(\*SOCK) or die "error reading result: $!";
81 die $return->{'_error'} if defined $return->{_error} && $return->{_error};
88 FS::SelfService - Freeside self-service API
92 # password and shell account changes
93 use FS::SelfService qw(passwd chfn chsh);
95 # "my account" functionality
96 use FS::SelfService qw( login customer_info invoice cancel payment_info process_payment );
98 my $rv = login( { 'username' => $username,
100 'password' => $password,
104 if ( $rv->{'error'} ) {
105 #handle login error...
108 my $session_id = $rv->{'session_id'};
111 my $customer_info = customer_info( { 'session_id' => $session_id } );
113 #payment_info and process_payment are available in 1.5+ only
114 my $payment_info = payment_info) { 'session_id' => $session_id } );
116 #!!! process_payment example
118 #!!! list_pkgs example
120 #!!! order_pkg example
122 #!!! cancel_pkg example
124 # signup functionality
125 use FS::SelfService qw( signup_info new_customer );
127 my $signup_info = signup_info;
129 $rv = new_customer( {
132 'company' => $company,
133 'address1' => $address1,
134 'address2' => $address2,
138 'country' => $country,
139 'daytime' => $daytime,
143 'payinfo' => $payinfo,
145 'paydate' => $paydate,
146 'payname' => $payname,
147 'invoicing_list' => $invoicing_list,
148 'referral_custnum' => $referral_custnum,
149 'pkgpart' => $pkgpart,
150 'username' => $username,
151 '_password' => $password,
153 'agentnum' => $agentnum,
157 my $error = $rv->{'error'};
158 if ( $error eq '_decline' ) {
168 Use this API to implement your own client "self-service" module.
170 If you just want to customize the look of the existing "self-service" module,
173 =head1 PASSWORD, GECOS, SHELL CHANGING FUNCTIONS
185 =head1 "MY ACCOUNT" FUNCTIONS
191 Creates a user session. Takes a hash reference as parameter with the
204 Returns a hash reference with the following keys:
210 Empty on success, or an error message on errors.
214 Session identifier for successful logins
218 =item customer_info HASHREF
220 Returns general customer information.
222 Takes a hash reference as parameter with a single key: B<session_id>
224 Returns a hash reference with the following keys:
238 Array reference of hash references of open inoices. Each hash reference has
239 the following keys: invnum, date, owed
243 An HTML fragment containing shipping and billing addresses.
247 =item invoice HASHREF
249 Returns an invoice. Takes a hash reference as parameter with two keys:
250 session_id and invnum
252 Returns a hash reference with the following keys:
258 Empty on success, or an error message on errors
272 Cancels this customer.
274 Takes a hash reference as parameter with a single key: B<session_id>
276 Returns a hash reference with a single key, B<error>, which is empty on
277 success or an error message on errors.
279 =item payment_info HASHREF
281 Returns information that may be useful in displaying a payment page.
283 Takes a hash reference as parameter with a single key: B<session_id>.
285 Returns a hash reference with the following keys:
291 Empty on success, or an error message on errors
299 Exact name on credit card (CARD/DCRD)
313 Customer's current default payment type.
317 For CARD/DCRD payment types, the card type (Visa card, MasterCard, Discover card, American Express card, etc.)
321 For CARD/DCRD payment types, the card number
325 For CARD/DCRD payment types, expiration month
329 For CARD/DCRD payment types, expiration year
331 =item cust_main_county
333 County/state/country data - array reference of hash references, each of which has the fields of a cust_main_county record (see L<FS::cust_main_county>). Note these are not FS::cust_main_county objects, but hash references of columns and values.
337 Array reference of all states in the current default country.
341 Hash reference of card types; keys are card types, values are the exact strings
342 passed to the process_payment function
346 Unique transaction identifier (prevents multiple charges), passed to the
347 process_payment function
351 =item process_payment HASHREF
353 Processes a payment and possible change of address or payment type. Takes a
354 hash reference as parameter with the following keys:
362 If true, address and card information entered will be saved for subsequent
367 If true, future credit card payments will be done automatically (sets payby to
368 CARD). If false, future credit card payments will be done on-demand (sets
369 payby to DCRD). This option only has meaning if B<save> is set true.
389 Card expiration month
397 Unique transaction identifier, returned from the payment_info function.
398 Prevents multiple charges.
402 Returns a hash reference with a single key, B<error>, empty on success, or an
403 error message on errors
407 Returns package information for this customer.
409 Takes a hash reference as parameter with a single key: B<session_id>
411 Returns a hash reference containing customer package information. The hash reference contains the following keys:
415 =item cust_pkg HASHREF
417 Array reference of hash references, each of which has the fields of a cust_pkg record (see L<FS::cust_pkg>). Note these are not FS::cust_pkg objects, but hash references of columns and values.
423 Orders a package for this customer.
425 Takes a hash reference as parameter with the following keys:
435 optional svcpart, required only if the package definition does not contain
436 one svc_acct service definition with quantity 1 (it may contain others with
449 Returns a hash reference with a single key, B<error>, empty on success, or an
450 error message on errors. The special error '_decline' is returned for
451 declined transactions.
455 Cancels a package for this customer.
457 Takes a hash reference as parameter with the following keys:
467 Returns a hash reference with a single key, B<error>, empty on success, or an
468 error message on errors.
472 =head1 SIGNUP FUNCTIONS
478 Returns a hash reference containing information that may be useful in
479 displaying a signup page. The hash reference contains the following keys:
483 =item cust_main_county
485 County/state/country data - array reference of hash references, each of which has the fields of a cust_main_county record (see L<FS::cust_main_county>). Note these are not FS::cust_main_county objects, but hash references of columns and values.
489 Available packages - array reference of hash references, each of which has the fields of a part_pkg record (see L<FS::part_pkg>). Each hash reference also has an additional 'payby' field containing an array reference of acceptable payment types specific to this package (see below and L<FS::part_pkg/payby>). Note these are not FS::part_pkg objects, but hash references of columns and values. Requires the 'signup_server-default_agentnum' configuration value to be set.
493 Array reference of hash references, each of which has the fields of an agent record (see L<FS::agent>). Note these are not FS::agent objects, but hash references of columns and values.
495 =item agentnum2part_pkg
497 Hash reference; keys are agentnums, values are array references of available packages for that agent, in the same format as the part_pkg arrayref above.
501 Access numbers - array reference of hash references, each of which has the fields of an svc_acct_pop record (see L<FS::svc_acct_pop>). Note these are not FS::svc_acct_pop objects, but hash references of columns and values.
503 =item security_phrase
505 True if the "security_phrase" feature is enabled
509 Array reference of acceptable payment types for signup
513 =item CARD (credit card - automatic)
515 =item DCRD (credit card - on-demand - version 1.5+ only)
517 =item CHEK (electronic check - automatic)
519 =item DCHK (electronic check - on-demand - version 1.5+ only)
521 =item LECB (Phone bill billing)
523 =item BILL (billing, not recommended for signups)
525 =item COMP (free, definately not recommended for signups)
527 =item PREPAY (special billing type: applies a credit (see FS::prepay_credit) and sets billing type to BILL)
533 True if CVV features are available (1.5+ or 1.4.2 with CVV schema patch)
537 Hash reference of message catalog values, to support error message customization. Currently available keys are: passwords_dont_match, invalid_card, unknown_card_type, and not_a (as in "Not a Discover card"). Values are configured in the web interface under "View/Edit message catalog".
549 =item new_customer HASHREF
551 Creates a new customer. Takes a hash reference as parameter with the
556 =item first - first name (required)
558 =item last - last name (required)
560 =item ss (not typically collected; mostly used for ACH transactions)
564 =item address1 (required)
568 =item city (required)
572 =item state (required)
576 =item daytime - phone
582 =item payby - CARD, DCRD, CHEK, DCHK, LECB, BILL, COMP or PREPAY (see L</signup_info> (required)
584 =item payinfo - Card number for CARD/DCRD, account_number@aba_number for CHEK/DCHK, prepaid "pin" for PREPAY, purchase order number for BILL
586 =item paycvv - Credit card CVV2 number (1.5+ or 1.4.2 with CVV schema patch)
588 =item paydate - Expiration date for CARD/DCRD
590 =item payname - Exact name on credit card for CARD/DCRD, bank name for CHEK/DCHK
592 =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),
594 =item referral_custnum - referring customer number
596 =item pkgpart - pkgpart of initial package
602 =item sec_phrase - security phrase
604 =item popnum - access number (index, not the literal number)
606 =item agentnum - agent number
610 Returns a hash reference with the following keys:
614 =item error Empty on success, or an error message on errors. The special error '_decline' is returned for declined transactions; other error messages should be suitable for display to the user (and are customizable in under Sysadmin | View/Edit message catalog)
625 L<freeside-selfservice-clientd>, L<freeside-selfservice-server>