Difference between revisions of "Freeside:1.9:Documentation:Developer/FS/SelfService"

Revision as of 18:56, 3 October 2007

NAME

FS::SelfService - Freeside self-service API

SYNOPSIS

 # password and shell account changes
 use FS::SelfService qw(passwd chfn chsh);

 # "my account" functionality
 use FS::SelfService qw( login customer_info invoice cancel payment_info process_payment );

 my $rv = login( { 'username' => $username,
                   'domain'   => $domain,
                   'password' => $password,
                 }
               );

 if ( $rv->{'error'} ) {
   #handle login error...
 } else {
   #successful login
   my $session_id = $rv->{'session_id'};
 }

 my $customer_info = customer_info( { 'session_id' => $session_id } );

 #payment_info and process_payment are available in 1.5+ only
 my $payment_info = payment_info( { 'session_id' => $session_id } );

 #!!! process_payment example

 #!!! list_pkgs example

 #!!! order_pkg example

 #!!! cancel_pkg example

 # signup functionality
 use FS::SelfService qw( signup_info new_customer );

 my $signup_info = signup_info;

 $rv = new_customer( {
                       'first'            => $first,
                       'last'             => $last,
                       'company'          => $company,
                       'address1'         => $address1,
                       'address2'         => $address2,
                       'city'             => $city,
                       'state'            => $state,
                       'zip'              => $zip,
                       'country'          => $country,
                       'daytime'          => $daytime,
                       'night'            => $night,
                       'fax'              => $fax,
                       'payby'            => $payby,
                       'payinfo'          => $payinfo,
                       'paycvv'           => $paycvv,
                       'paystart_month'   => $paystart_month
                       'paystart_year'    => $paystart_year,
                       'payissue'         => $payissue,
                       'payip'            => $payip
                       'paydate'          => $paydate,
                       'payname'          => $payname,
                       'invoicing_list'   => $invoicing_list,
                       'referral_custnum' => $referral_custnum,
                       'pkgpart'          => $pkgpart,
                       'username'         => $username,
                       '_password'        => $password,
                       'popnum'           => $popnum,
                       'agentnum'         => $agentnum,
                     }
                   );
 
 my $error = $rv->{'error'};
 if ( $error eq '_decline' ) {
   print_decline();
 } elsif ( $error ) {
   reprint_signup();
 } else {
   print_success();
 }

DESCRIPTION

Use this API to implement your own client "self-service" module.

If you just want to customize the look of the existing "self-service" module, see XXXX instead.

PASSWORD, GECOS, SHELL CHANGING FUNCTIONS

passwd; chfn; chsh

"MY ACCOUNT" FUNCTIONS

login HASHREF

Creates a user session. Takes a hash reference as parameter with the following keys:

username

; domain:; password

Returns a hash reference with the following keys:

error

Empty on success, or an error message on errors.

session_id

Session identifier for successful logins

customer_info HASHREF

Returns general customer information.

Takes a hash reference as parameter with a single key: session_id

Returns a hash reference with the following keys:

name

Customer name

balance

Balance owed

open

Array reference of hash references of open inoices. Each hash reference has the following keys: invnum, date, owed

small_custview

An HTML fragment containing shipping and billing addresses.

The following fields are also returned

first last company address1 address2 city county state zip country daytime night fax ship_first ship_last ship_company ship_address1 ship_address2 ship_city ship_state ship_zip ship_country ship_daytime ship_night ship_fax payby payinfo payname month year invoicing_list postal_invoicing

edit_info HASHREF

Takes a hash reference as parameter with any of the following keys:

first last company address1 address2 city county state zip country daytime night fax ship_first ship_last ship_company ship_address1 ship_address2 ship_city ship_state ship_zip ship_country ship_daytime ship_night ship_fax payby payinfo paycvv payname month year invoicing_list postal_invoicing

If a field exists, the customer record is updated with the new value of that field. If a field does not exist, that field is not changed on the customer record.

Returns a hash reference with a single key, error, empty on success, or an error message on errors

invoice HASHREF

Returns an invoice. Takes a hash reference as parameter with two keys: session_id and invnum

Returns a hash reference with the following keys:

error

Empty on success, or an error message on errors

invnum

Invoice number

invoice_text

Invoice text

list_invoices HASHREF

Returns a list of all customer invoices. Takes a hash references with a single key, session_id.

Returns a hash reference with the following keys:

error

Empty on success, or an error message on errors

invoices

Reference to array of hash references with the following keys:

invnum

Invoice ID

_date

Invoice date, in UNIX epoch time

cancel HASHREF

Cancels this customer.

Takes a hash reference as parameter with a single key: session_id

Returns a hash reference with a single key, error, which is empty on success or an error message on errors.

payment_info HASHREF

Returns information that may be useful in displaying a payment page.

Takes a hash reference as parameter with a single key: session_id.

Returns a hash reference with the following keys:

error

Empty on success, or an error message on errors

balance

Balance owed

payname

Exact name on credit card (CARD/DCRD)

address1

; address2:; city:; state:; zip:; payby

Customer's current default payment type.

card_type

For CARD/DCRD payment types, the card type (Visa card, MasterCard, Discover card, American Express card, etc.)

payinfo

For CARD/DCRD payment types, the card number

month

For CARD/DCRD payment types, expiration month

year

For CARD/DCRD payment types, expiration year

cust_main_county

County/state/country data - array reference of hash references, each of which has the fields of a cust_main_county record (see FS::cust_main_county). Note these are not FS::cust_main_county objects, but hash references of columns and values.

states

Array reference of all states in the current default country.

card_types

Hash reference of card types; keys are card types, values are the exact strings passed to the process_payment function

paybatch

Unique transaction identifier (prevents multiple charges), passed to the process_payment function

process_payment HASHREF

Processes a payment and possible change of address or payment type. Takes a hash reference as parameter with the following keys:

session_id

; save

If true, address and card information entered will be saved for subsequent transactions.

auto

If true, future credit card payments will be done automatically (sets payby to CARD). If false, future credit card payments will be done on-demand (sets payby to DCRD). This option only has meaning if save is set true.

payname

; address1:; address2:; city:; state:; zip:; payinfo

Card number

month

Card expiration month

year

Card expiration year

paybatch

Unique transaction identifier, returned from the payment_info function. Prevents multiple charges.

Returns a hash reference with a single key, error, empty on success, or an error message on errors

list_pkgs

Returns package information for this customer.

Takes a hash reference as parameter with a single key: session_id

Returns a hash reference containing customer package information. The hash reference contains the following keys:

cust_pkg HASHREF

Array reference of hash references, each of which has the fields of a cust_pkg record (see FS::cust_pkg) as well as the fields below. Note these are not the internal FS:: objects, but hash references of columns and values.

all fields of part_pkg (XXXpare this down to a secure subset)

; part_svc - An array of hash references, each of which has the following keys:::; all fields of part_svc (XXXpare this down to a secure subset)::; avail:; error

Empty on success, or an error message on errors.

order_pkg

Orders a package for this customer.

Takes a hash reference as parameter with the following keys:

session_id

; pkgpart:; svcpart

optional svcpart, required only if the package definition does not contain one svc_acct service definition with quantity 1 (it may contain others with quantity >1)

username

; _password:; sec_phrase:; popnum

Returns a hash reference with a single key, error, empty on success, or an error message on errors. The special error '_decline' is returned for declined transactions.

cancel_pkg

Cancels a package for this customer.

Takes a hash reference as parameter with the following keys:

session_id

; pkgpart

Returns a hash reference with a single key, error, empty on success, or an error message on errors.

SIGNUP FUNCTIONS

signup_info HASHREF

Takes a hash reference as parameter with the following keys:

session_id - Optional agent/reseller interface session

Returns a hash reference containing information that may be useful in displaying a signup page. The hash reference contains the following keys:

cust_main_county

County/state/country data - array reference of hash references, each of which has the fields of a cust_main_county record (see FS::cust_main_county). Note these are not FS::cust_main_county objects, but hash references of columns and values.

part_pkg

Available packages - array reference of hash references, each of which has the fields of a part_pkg record (see 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 "payby" in FS/part pkg|FS::part_pkg#payby|"payby" in FS::part_pkg). 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, or an agentnum specified explicitly via reseller interface session_id in the options.

agent

Array reference of hash references, each of which has the fields of an agent record (see FS::agent). Note these are not FS::agent objects, but hash references of columns and values.

agentnum2part_pkg

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.

svc_acct_pop

Access numbers - array reference of hash references, each of which has the fields of an svc_acct_pop record (see FS::svc_acct_pop). Note these are not FS::svc_acct_pop objects, but hash references of columns and values.

security_phrase

True if the "security_phrase" feature is enabled

payby

Array reference of acceptable payment types for signup

CARD (credit card - automatic)

:; DCRD (credit card - on-demand - version 1.5+ only)::; CHEK (electronic check - automatic)::; DCHK (electronic check - on-demand - version 1.5+ only)::; LECB (Phone bill billing)::; BILL (billing, not recommended for signups)::; COMP (free, definately not recommended for signups)::; PREPAY (special billing type: applies a credit (see FS::prepay_credit) and sets billing type to BILL):; cvv_enabled

True if CVV features are available (1.5+ or 1.4.2 with CVV schema patch)

msgcat

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".

statedefault

Default state

countrydefault

Default country

new_customer HASHREF

Creates a new customer. Takes a hash reference as parameter with the following keys:

first

first name (required)

last

last name (required)

ss

(not typically collected; mostly used for ACH transactions)

company

; address1 (required):; address2:; city (required):; county:; state (required):; zip (required):; daytime - phone:; night - phone:; fax - phone:; payby

CARD, DCRD, CHEK, DCHK, LECB, BILL, COMP or PREPAY (see "signup_info" (required)

payinfo

Card number for CARD/DCRD, account_number@aba_number for CHEK/DCHK, prepaid "pin" for PREPAY, purchase order number for BILL

paycvv

Credit card CVV2 number (1.5+ or 1.4.2 with CVV schema patch)

paydate - Expiration date for CARD/DCRD

; payname - Exact name on credit card for CARD/DCRD, bank name for CHEK/DCHK:; 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),:; referral_custnum - referring customer number:; pkgpart - pkgpart of initial package:; username:; _password:; sec_phrase - security phrase:; popnum - access number (index, not the literal number):; agentnum - agent number

Returns a hash reference with the following keys:

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); regionselector HASHREF | LIST

Takes as input a hashref or list of key/value pairs with the following keys:

selected_county

; selected_state:; selected_country:; prefix - Specify a unique prefix string if you intend to use the HTML output multiple time son one page.:; onchange - Specify a javascript subroutine to call on changes:; default_state:; default_country:; locales - An arrayref of hash references specifying regions. Normally you can just pass the value of the cust_main_county field returned by signup_info.

Returns a list consisting of three HTML fragments for county selection, state selection and country selection, respectively.

expselect PREFIX [ DATE ]

Takes as input a unique prefix string and the current expiration date, in yyyy-mm-dd or m-d-yyyy format

Returns an HTML fragments for expiration date selection.

popselector HASHREF | LIST

Takes as input a hashref or list of key/value pairs with the following keys:

popnum

; pops - An arrayref of hash references specifying access numbers. Normally you can just pass the value of the svc_acct_pop field returned by signup_info.

Returns an HTML fragment for access number selection.

RESELLER FUNCTIONS

Note: Resellers can also use the signup_info and new_customer functions with their active session, and the customer_info and order_pkg functions with their active session and an additional custnum parameter.

agent_login; agent_info; agent_list_customers

BUGS

SEE ALSO

freeside-selfservice-clientd, freeside-selfservice-server