package FS::API;
use FS::Conf;
-use FS::Record qw( qsearchs );
+use FS::Record qw( qsearch qsearchs );
use FS::cust_main;
+use FS::cust_location;
+use FS::cust_pay;
+use FS::cust_credit;
+use FS::cust_refund;
=head1 NAME
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
-# needs to be able to:
-Enter cash payment
-Enter credit
-Enter cash refund.
+=item insert_payment OPTION => VALUE, ...
-# would like to be able to pass the phone number ( from svc_phone ) to the API for this query.
+Adds a new payment to a customers account. Takes a list of keys and values as
+paramters with the following keys:
-#---
+=over 5
-#Customer data
-# pull customer info
-# The fields needed are:
-#
-# cust_main.custnum
-# cust_main.first
-# cust_main.last
-# cust_main.company
-# cust_main.address1
-# cust_main.address2
-# cust_main.city
-# cust_main.state
-# cust_main.zip
-# cust_main.daytime
-# cust_main.night
-# cust_main_invoice.dest
-#
-# at minimum
-
-#Customer balances
+=item secret
-#Advertising sources?
+API Secret
+
+=item custnum
+
+Customer number
+
+=item payby
+
+Payment type
+
+=item paid
+
+Amount paid
+
+=item _date
+
+Option date for payment
+
+=back
+
+Example:
+
+ my $result = FS::API->insert_payment(
+ 'secret' => 'sharingiscaring',
+ 'custnum' => 181318,
+ 'payby' => 'CASH',
+ 'paid' => '54.32',
+
+ #optional
+ '_date' => 1397977200, #UNIX timestamp
+ );
+
+ if ( $result->{'error'} ) {
+ die $result->{'error'};
+ } else {
+ #payment was inserted
+ print "paynum ". $result->{'paynum'};
+ }
+
+=cut
+
+#enter cash payment
+sub insert_payment {
+ my($class, %opt) = @_;
+ my $conf = new FS::Conf;
+ return { 'error' => 'Incorrect shared secret' }
+ unless $opt{secret} eq $conf->config('api_shared_secret');
+
+ #less "raw" than this? we are the backoffice API, and aren't worried
+ # about version migration ala cust_main/cust_location here
+ my $cust_pay = new FS::cust_pay { %opt };
+ my $error = $cust_pay->insert( 'manual'=>1 );
+ return { 'error' => $error,
+ 'paynum' => $cust_pay->paynum,
+ };
+}
+
+# pass the phone number ( from svc_phone )
+sub insert_payment_phonenum {
+ my($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');
+
+ my $phonenum = delete $opt{'phonenum'};
+
+ my $svc_phone = qsearchs('svc_phone', { 'phonenum' => $phonenum } )
+ or return { 'error' => 'Unknown phonenum' };
+
+ my $cust_pkg = $svc_phone->cust_svc->cust_pkg
+ or return { 'error' => 'Unlinked phonenum' };
+
+ $opt{'custnum'} = $cust_pkg->custnum;
+
+ $class->$method(%opt);
+
+}
+
+=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:
+
+ my $result = FS::API->insert_credit(
+ 'secret' => 'sharingiscaring',
+ 'custnum' => 181318,
+ 'amount' => '54.32',
+
+ #optional
+ '_date' => 1397977200, #UNIX timestamp
+ );
+
+ if ( $result->{'error'} ) {
+ die $result->{'error'};
+ } else {
+ #credit was inserted
+ print "crednum ". $result->{'crednum'};
+ }
+
+=cut
+
+#Enter credit
+sub insert_credit {
+ my($class, %opt) = @_;
+ my $conf = new FS::Conf;
+ return { 'error' => 'Incorrect shared secret' }
+ unless $opt{secret} eq $conf->config('api_shared_secret');
+
+ $opt{'reasonnum'} ||= $conf->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
+ my $cust_credit = new FS::cust_credit { %opt };
+ my $error = $cust_credit->insert;
+ return { 'error' => $error,
+ 'crednum' => $cust_credit->crednum,
+ };
+}
+
+# pass the phone number ( from svc_phone )
+sub insert_credit_phonenum {
+ my($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 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:
+
+ my $result = FS::API->insert_refund(
+ 'secret' => 'sharingiscaring',
+ 'custnum' => 181318,
+ 'payby' => 'CASH',
+ 'refund' => '54.32',
+
+ #optional
+ '_date' => 1397977200, #UNIX timestamp
+ );
+
+ if ( $result->{'error'} ) {
+ die $result->{'error'};
+ } else {
+ #refund was inserted
+ print "refundnum ". $result->{'crednum'};
+ }
+
+=cut
+
+#Enter cash refund.
+sub insert_refund {
+ my($class, %opt) = @_;
+ my $conf = new FS::Conf;
+ return { 'error' => 'Incorrect shared secret' }
+ unless $opt{secret} eq $conf->config('api_shared_secret');
+
+ # when github pull request #24 is merged,
+ # will have to change over to default reasonnum like credit
+ # but until then, this will do
+ $opt{'reason'} ||= 'API refund';
+
+ #less "raw" than this? we are the backoffice API, and aren't worried
+ # about version migration ala cust_main/cust_location here
+ my $cust_refund = new FS::cust_refund { %opt };
+ my $error = $cust_refund->insert;
+ return { 'error' => $error,
+ 'refundnum' => $cust_refund->refundnum,
+ };
+}
+
+# pass the phone number ( from svc_phone )
+sub insert_refund_phonenum {
+ my($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);
+
+}
+
+#---
# "2 way syncing" ? start with non-sync pulling info here, then if necessary
# figure out how to trigger something when those things change
# long-term: package changes?
+=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 payby
+
+CARD, DCRD, CHEK, DCHK, LECB, BILL, COMP or PREPAY
+
+=item payinfo
+
+Card number for CARD/DCRD, account_number@aba_number for CHEK/DCHK, prepaid "pin" for PREPAY, purchase order number for BILL
+
+=item paycvv
+
+Credit card CVV2 number (1.5+ or 1.4.2 with CVV schema patch)
+
+=item paydate
+
+Expiration date for CARD/DCRD
+
+=item payname
+
+Exact name on credit card for CARD/DCRD, bank name for CHEK/DCHK
+
+=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
+
+#certainly false laziness w/ClientAPI::Signup new_customer/new_customer_minimal
+# but approaching this from a clean start / back-office perspective
+# i.e. no package/service, no immediate credit card run, etc.
+
+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');
+
+ #default agentnum like signup_server-default_agentnum?
+
+ #same for refnum like signup_server-default_refnum
+
+ my $cust_main = new FS::cust_main ( {
+ 'agentnum' => $agentnum,
+ 'refnum' => $opt{refnum}
+ || $conf->config('signup_server-default_refnum'),
+ 'payby' => 'BILL',
+ 'tagnum' => [ FS::part_tag->default_tags ],
+
+ map { $_ => $opt{$_} } qw(
+ agentnum salesnum 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"};
+ }
+
+ 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;
+ }
+
+ $cust_main->set('bill_location' => $bill_location);
+ $cust_main->set('ship_location' => $ship_location);
+
+ $error = $cust_main->insert( {}, \@invoicing_list );
+ return { 'error' => $error } if $error;
+
+ return { 'error' => '',
+ 'custnum' => $cust_main->custnum,
+ };
+
+}
+
+=item update_customer
+
+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:
+
+=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 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)
+
+=item payby
+
+CARD, DCRD, CHEK, DCHK, LECB, BILL, COMP or PREPAY
+
+=item payinfo
+
+Card number for CARD/DCRD, account_number@aba_number for CHEK/DCHK, prepaid
++"pin" for PREPAY, purchase order number for BILL
+
+=item paycvv
+
+Credit card CVV2 number (1.5+ or 1.4.2 with CVV schema patch)
+
+=item paydate
+
+Expiration date for CARD/DCRD
+
+=item payname
+
+Exact name on credit card for CARD/DCRD, bank name for CHEK/DCHK
+
+=item referral_custnum
+
+Referring customer number
+
+=item salesnum
+
+Sales person number
+
+=item agentnum
+
+Agent number
+
+=back
+
+=cut
+
+sub update_customer {
+
+ my( $class, %opt ) = @_;
+
+ my $conf = new FS::Conf;
+ return { 'error' => 'Incorrect shared secret' }
+ unless $opt{secret} eq $conf->config('api_shared_secret');
+
+
+ my $custnum = $opt{'custnum'}
+ or return { 'error' => "no customer record" };
+
+ my $cust_main = qsearchs('cust_main', { 'custnum' => $custnum } )
+ or return { 'error' => "unknown custnum $custnum" };
+
+ my $new = new FS::cust_main { $cust_main->hash };
+
+ $new->set( $_ => $opt{$_} )
+ foreach grep { exists $opt{$_} } qw(
+ agentnum salesnum refnum agent_custid referral_custnum
+ last first company
+ daytime night fax mobile
+ payby payinfo paydate paycvv payname
+ ),
+
+ my @invoicing_list;
+ if ( exists $opt{'invoicing_list'} || exists $opt{'postal_invoicing'} ) {
+ @invoicing_list = split( /\s*\,\s*/, $opt{'invoicing_list'} );
+ push @invoicing_list, 'POST' if $opt{'postal_invoicing'};
+ } else {
+ @invoicing_list = $cust_main->invoicing_list;
+ }
+
+ if ( exists( $opt{'address1'} ) ) {
+ my $bill_location = FS::cust_location->new({
+ map { $_ => $opt{$_} } @location_editable_fields
+ });
+ $bill_location->set('custnum' => $custnum);
+ my $error = $bill_location->find_or_insert;
+ die $error if $error;
+
+ # if this is unchanged from before, cust_main::replace will ignore it
+ $new->set('bill_location' => $bill_location);
+ }
+
+ if ( exists($opt{'ship_address1'}) && length($opt{"ship_address1"}) > 0 ) {
+ my $ship_location = FS::cust_location->new({
+ map { $_ => $opt{"ship_$_"} } @location_editable_fields
+ });
+
+ $ship_location->set('custnum' => $custnum);
+ my $error = $ship_location->find_or_insert;
+ die $error if $error;
+
+ $new->set('ship_location' => $ship_location);
+
+ } elsif (exists($opt{'ship_address1'} ) && !grep { length($opt{"ship_$_"}) } @location_editable_fields ) {
+ my $ship_location = $new->bill_location;
+ $new->set('ship_location' => $ship_location);
+ }
+
+ my $error = $new->replace( $cust_main, \@invoicing_list );
+ return { 'error' => $error } if $error;
+
+ return { 'error' => '',
+ };
+}
+
+
=item customer_info
+Returns general customer information. Takes a list of keys and values as
+parameters with the following keys: custnum, secret
+
=cut
#some false laziness w/ClientAPI::Myaccount customer_info/customer_info_short
'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 );
+
+ #generally, the more useful data from the cust_main record the better.
+ # well, tell me what you want
+
return \%return;
}
+
+=item location_info
+
+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');
+
+ my @cust_location = qsearch('cust_location', { 'custnum' => $opt{custnum} });
+
+ my %return = (
+ 'error' => '',
+ 'locations' => [ map $_->hashref, @cust_location ],
+ );
+
+ return \%return;
+}
+
+=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 ) = @_;
+ my $conf = new FS::Conf;
+ return { 'error' => 'Incorrect shared secret' }
+ unless $opt{secret} eq $conf->config('api_shared_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,
+ };
+
+}
+
+
+#Advertising sources?
+
+
1;
projects / freeside.git / blobdiff