Freeside:3:Documentation:Developer/FS/SelfService

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 );

 #new-style login with an email address and password
 # can also be used for svc_acct login, set $emailaddress to username@domain
 my $rv = login ( { 'email'    => $emailaddress,
                    'password' => $password,
                  },
                );
 if ( $rv->{'error'} ) {
   #handle login error...
 } else {
   #successful login
   $session_id = $rv->{'session_id'};
 }

 #classic svc_acct-based login with separate username and password
 my $rv = login( { 'username' => $username,
                   'domain'   => $domain,
                   'password' => $password,
                 }
               );
 if ( $rv->{'error'} ) {
   #handle login error...
 } else {
   #successful login
   $session_id = $rv->{'session_id'};
 }

 #svc_phone login with phone number and PIN
 my $rv = login( { 'username' => $phone_number,
                   'domain'   => 'svc_phone',
                   'password' => $pin,
                 }
               );
 if ( $rv->{'error'} ) {
   #handle login error...
 } else {
   #successful login
   $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,
                       'agentnum'         => $agentnum,
                       'pkgpart'          => $pkgpart,

                       'username'         => $username,
                       '_password'        => $password,
                       'popnum'           => $popnum,
                       #OR
                       'countrycode'      => 1,
                       'phonenum'         => $phonenum,
                       'pin'              => $pin,
                     }
                   );
 
 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

Changes the password for an existing user in svc_acct. Takes a hash reference with the following keys:

domain: ; old_password:; new_password:; new_gecos:; new_shell:; chfn:; chsh

"MY ACCOUNT" FUNCTIONS

login HASHREF

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

email: Email address (username@domain), instead of username and domain. Required for contact-based self-service login, can also be used for svc_acct-based login.
username: Username
domain: Domain
password: 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: Address line one
address2: Address line two
city: City
state: State
zip: Zip or postal code
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

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: Session identifier
amount: Amount
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: Name on card
address1: Address line one
address2: Address line two
city: City
state: State
zip: Zip or postal code
country: Two-letter country code
payinfo: Card number
month: Card expiration month
year: Card expiration year

Returns a hash reference with a single key, error, empty on success, or an error message on errors.
process_payment_order_pkg: Combines the process_payment and order_pkg functions in one step. If the payment processes sucessfully, the package is ordered. Takes a hash reference as parameter with the keys of both methods.

Returns a hash reference with a single key, error, empty on success, or an error message on errors.
process_payment_change_pkg: Combines the process_payment and change_pkg functions in one step. If the payment processes sucessfully, the package is ordered. Takes a hash reference as parameter with the keys of both methods.

Returns a hash reference with a single key, error, empty on success, or an error message on errors.
process_payment_order_renew: Combines the process_payment and order_renew functions in one step. If the payment processes sucessfully, the renewal is processed. Takes a hash reference as parameter with the keys of both methods.

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. For more detail on services, see "list_svcs".

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:

custnum

Customer number

error

Empty on success, or an error message on errors.

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.

part_pkg fields

All fields of part_pkg for this specific cust_pkg (be careful with this information - it may reveal more about your available packages than you would like users to know in aggregate)

part_svc

An array of hash references indicating information on unprovisioned services available for provisioning for this specific cust_pkg. Each has the following keys:

part_svc fields: All fields of part_svc (be careful with this information - it may reveal more about your available packages than you would like users to know in aggregate)

cust_svc

An array of hash references indicating information on the customer services already provisioned for this specific cust_pkg. Each has the following keys:

label: Array reference with three elements: The first element is the name of this service. The second element is a meaningful user-specific identifier for the service (i.e. username, domain or mail alias). The last element is the table name of this service.

svcnum: Primary key for this service
svcpart: Service definition (see FS::part_svc)
pkgnum: Customer package (see FS::cust_pkg)
overlimit: Blank if the service is not over limit, or the date the service exceeded its usage limit (as a UNIX timestamp).

list_svcs: Returns service 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:

custnum

Customer number

svcs

An array of hash references indicating information on all of this customer's services. Each has the following keys:

svcnum: Primary key for this service
label: Name of this service
value: Meaningful user-specific identifier for the service (i.e. username, domain, or mail alias).

Account (svc_acct) services also have the following keys:

username: Username
email: username@domain
seconds: Seconds remaining
upbytes: Upload bytes remaining
downbytes: Download bytes remaining
totalbytes: Total bytes remaining
recharge_amount: Cost of a recharge
recharge_seconds: Number of seconds gained by recharge
recharge_upbytes: Number of upload bytes gained by recharge
recharge_downbytes: Number of download bytes gained by recharge
recharge_totalbytes: Number of total bytes gained by recharge

order_pkg: Orders a package for this customer.

Takes a hash reference as parameter with the following keys:

session_id: Session identifier
pkgpart: Package to order (see FS::part_pkg).
quantity: Quantity for this package order (default 1).
locationnum: Optional locationnum for this package order, for existing locations.

Or, for new locations, pass the following fields: address1*, address2, city*, county, state*, zip*, country. (* = required in this case)
address1: ; address 2:; city:; :; svcpart; Service to order (see FS::part_svc).

Normally optional; required only to provision a non-svc_acct service, or if the package definition does not contain one svc_acct service definition with quantity 1 (it may contain others with quantity >1). A svcpart of "none" can also be specified to indicate that no initial service should be provisioned.

Fields used when provisioning an svc_acct service:

username: Username
_password: Password
sec_phrase: Optional security phrase
popnum: Optional Access number number

Fields used when provisioning an svc_domain service:

domain: Domain

Fields used when provisioning an svc_phone service:

phonenum: Phone number
pin: Voicemail PIN
sip_password: SIP password

Fields used when provisioning an svc_external service:

id: External numeric ID.
title: External text title.

Fields used when provisioning an svc_pbx service:

id: Numeric ID.
name: Text name.

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.
change_pkg: Changes a package for this customer.

Takes a hash reference as parameter with the following keys:

session_id: Session identifier
pkgnum: Existing customer package.
pkgpart: New package to order (see FS::part_pkg).

Returns a hash reference with the following keys:

error: Empty on success, or an error message on errors.
pkgnum: On success, the new pkgnum

renew_info: Provides useful info for early renewals.

Takes a hash reference as parameter with the following keys:

session_id: Session identifier

Returns a hash reference. On errors, it contains a single key, error, with the error message. Otherwise, contains a single key, dates, pointing to an array refernce of hash references. Each hash reference contains the following keys:

bill_date: (Future) Bill date. Indicates a future date for which billing could be run. Specified as a integer UNIX timestamp. Pass this value to the order_renew function.
bill_date_pretty: (Future) Bill date as a human-readable string. (Convenience for display; subject to change, so best not to parse for the date.)
amount: Base amount which will be charged if renewed early as of this date.
renew_date: Renewal date; i.e. even-futher future date at which the customer will be paid through if the early renewal is completed with the given bill-date. Specified as a integer UNIX timestamp.
renew_date_pretty: Renewal date as a human-readable string. (Convenience for display; subject to change, so best not to parse for the date.)
pkgnum: Package that will be renewed.
expire_date: Expiration date of the package that will be renewed.
expire_date_pretty: Expiration date of the package that will be renewed, as a human-readable string. (Convenience for display; subject to change, so best not to parse for the date.)

order_renew: Renews this customer early; i.e. runs billing for this customer in advance.

Takes a hash reference as parameter with the following keys:

session_id: Session identifier
date: Integer date as returned by the renew_info function, indicating the advance date for which to run billing.

Returns a hash reference with a single key, error, empty on success, or an error message on errors.
cancel_pkg: Cancels a package for this customer.

Takes a hash reference as parameter with the following keys:

session_id: Session identifier
pkgpart: pkgpart of package to cancel

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, definitely 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: Company name
address1 (required): Address line one
address2: Address line two
city (required): City
county: County
state (required): State
zip (required): Zip or postal code
daytime: Daytime phone number
night: Evening phone number
fax: Fax number
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
agentnum: Agent number
pkgpart: pkgpart of initial package
username: Username
_password: Password
sec_phrase: Security phrase
popnum: Access number (index, not the literal number)
countrycode: Country code (to be provisioned as a service)
phonenum: Phone number (to be provisioned as a service)
pin: Voicemail PIN

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 Configuration | View/Edit message catalog)

regionselector HASHREF | LIST

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

selected_county: Currently selected county
selected_state: Currently selected state
selected_country: Currently 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 state
default_country: 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.

location_form HASHREF | LIST

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

session_id: Current customer session_id
no_asterisks: Omit red asterisks from required fields.
address1_label: Label for first address line.

Returns an HTML fragment for a location form (address, city, state, zip, country)
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: Access number number
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.

domainselector HASHREF | LIST

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

pkgnum: Package number
domsvc: Service number of the selected item.

Returns an HTML fragment for domain selection.

didselector HASHREF | LIST

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

field: Field name for the returned HTML fragment.
svcpart: Service definition (see FS::part_svc)

Returns an HTML fragment for DID 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.

For the most part, development of the reseller web interface has been superceded by agent-virtualized access to the backend.

agent_login: Agent login
agent_info: Agent info
agent_list_customers: List agent's customers.

BUGS

POD ERRORS

Hey! The above document had some coding errors, which are explained below:

Around line 343:: You forgot a '=back' before '=head1'

Freeside:3:Documentation:Developer/FS/SelfService

Contents

NAME

SYNOPSIS

DESCRIPTION

PASSWORD, GECOS, SHELL CHANGING FUNCTIONS

"MY ACCOUNT" FUNCTIONS

SIGNUP FUNCTIONS

RESELLER FUNCTIONS

BUGS

SEE ALSO

POD ERRORS

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