1 # ---------------------------------------------------------------
2 # Copyright (C) 2005 Georgia Public Library Service
3 # Bill Erickson <billserickson@gmail.com>
5 # This program is free software; you can redistribute it and/or
6 # modify it under the terms of the GNU General Public License
7 # as published by the Free Software Foundation; either version 2
8 # of the License, or (at your option) any later version.
10 # This program is distributed in the hope that it will be useful,
11 # but WITHOUT ANY WARRANTY; without even the implied warranty of
12 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
13 # GNU General Public License for more details.
14 # ---------------------------------------------------------------
17 package OpenILS::Application::Circ::Money;
18 use base qw/OpenILS::Application/;
19 use strict; use warnings;
20 use OpenILS::Application::AppUtils;
21 my $apputils = "OpenILS::Application::AppUtils";
22 my $U = "OpenILS::Application::AppUtils";
24 use OpenSRF::EX qw(:try);
28 use OpenSRF::Utils::Logger qw/:logger/;
29 use OpenILS::Utils::CStoreEditor qw/:funcs/;
30 use OpenILS::Utils::Penalty;
32 __PACKAGE__->register_method(
33 method => "make_payments",
34 api_name => "open-ils.circ.money.payment",
36 Pass in a structure like so:
38 cash_drawer: <string>,
39 payment_type : <string>,
46 patron_credit : <credit amt>
48 login must have CREATE_PAYMENT priveleges.
49 If any payments fail, all are reverted back.
54 my( $self, $client, $login, $payments ) = @_;
56 my( $user, $trans, $evt );
58 ( $user, $evt ) = $apputils->checkses($login);
60 $evt = $apputils->check_perms($user->id, $user->ws_ou, 'CREATE_PAYMENT');
63 my $e = new_editor(); # at this point, just for convenience
65 $logger->info("Creating payment objects: " . Dumper($payments) );
67 my $session = $apputils->start_db_session;
68 my $type = $payments->{payment_type};
69 my $credit = $payments->{patron_credit} || 0;
70 my $drawer = $user->wsid;
71 my $userid = $payments->{userid};
72 my $note = $payments->{note};
73 my $cc_type = $payments->{cc_type} || 'n/a';
74 my $cc_number = $payments->{cc_number} || 'n/a';
75 my $expire_month = $payments->{expire_month};
76 my $expire_year = $payments->{expire_year};
77 my $approval_code = $payments->{approval_code} || 'n/a';
78 my $check_number = $payments->{check_number} || 'n/a';
82 for my $pay (@{$payments->{payments}}) {
84 my $transid = $pay->[0];
85 my $amount = $pay->[1];
86 $amount =~ s/\$//og; # just to be safe
88 $total_paid += $amount;
90 $trans = fetch_mbts($self, $client, $login, $transid);
91 return $trans if $U->event_code($trans);
93 $logger->info("payment: processing transaction [$transid] with balance_owed = ".
94 $trans->balance_owed. ", payment amount = $amount, and payment type = $type");
96 if($trans->usr != $userid) { # Do we need to restrict this in some way ??
97 $logger->info( " * User $userid is making a payment for " .
98 "a different user: " . $trans->usr . ' for transaction ' . $trans->id );
101 if($type eq 'credit_payment') {
103 $logger->activity("user ".$user->id." reducing patron credit by ".
104 "$credit for making a credit_payment on transaction ".$trans->id);
107 # A negative payment is a refund.
110 $logger->info("payment: received a negative payment (refund) of $amount");
112 # If the refund causes the transaction balance to exceed 0 dollars,
113 # we are in effect loaning the patron money. This is not allowed.
114 if( ($trans->balance_owed - $amount) > 0 ) {
115 return OpenILS::Event->new('REFUND_EXCEEDS_BALANCE');
118 # Otherwise, make sure the refund does not exceed desk payments
119 # This is also not allowed
121 my $desk_payments = $e->search_money_desk_payment(
122 { xact => $transid, voided => 'f' });
123 $desk_total += $_->amount for @$desk_payments;
125 if( (-$amount) > $desk_total ) {
126 return OpenILS::Event->new(
127 'REFUND_EXCEEDS_DESK_PAYMENTS',
128 payload => { allowed_refund => $desk_total, submitted_refund => -$amount } );
132 my $payobj = "Fieldmapper::money::$type";
133 $payobj = $payobj->new;
135 $payobj->amount($amount);
136 $payobj->amount_collected($amount);
137 $payobj->xact($transid);
138 $payobj->note($note);
140 if ($payobj->has_field('accepting_usr')) { $payobj->accepting_usr($user->id); }
141 if ($payobj->has_field('cash_drawer')) { $payobj->cash_drawer($drawer); }
142 if ($payobj->has_field('cc_type')) { $payobj->cc_type($cc_type); }
143 if ($payobj->has_field('cc_number')) { $payobj->cc_number($cc_number); }
144 if ($payobj->has_field('expire_month')) { $payobj->expire_month($expire_month); }
145 if ($payobj->has_field('expire_year')) { $payobj->expire_year($expire_year); }
146 if ($payobj->has_field('approval_code')) { $payobj->approval_code($approval_code); }
147 if ($payobj->has_field('check_number')) { $payobj->check_number($check_number); }
149 # update the transaction if it's done
150 if( (my $cred = ($trans->balance_owed - $amount)) <= 0 ) {
152 # Any overpay on this transaction goes directly into patron credit
155 $logger->info("payment: amount ($amount) exceeds transaction balance of ".
156 $trans->balance_owed.". Applying patron credit of $cred");
160 $trans = $session->request(
161 "open-ils.storage.direct.money.billable_transaction.retrieve", $transid )->gather(1);
163 # If this is a circulation, we can't close the transaction unless stop_fines is set
164 my $circ = $session->request(
165 'open-ils.storage.direct.action.circulation.retrieve', $transid )->gather(1);
167 if( !$circ || $circ->stop_fines ) {
169 $trans->xact_finish("now");
170 my $s = $session->request(
171 "open-ils.storage.direct.money.billable_transaction.update", $trans )->gather(1);
173 if(!$s) { throw OpenSRF::EX::ERROR
174 ("Error updating billable_xact in circ.money.payment"); }
178 my $s = $session->request(
179 "open-ils.storage.direct.money.$type.create", $payobj )->gather(1);
180 if(!$s) { throw OpenSRF::EX::ERROR ("Error creating new $type"); }
186 $logger->info("user $uid applying total ".
187 "credit of $credit to user $userid") if $credit != 0;
189 $logger->info("user $uid applying total payment of $total_paid to user $userid");
191 $evt = _update_patron_credit( $session, $userid, $credit );
194 $apputils->commit_db_session($session);
196 $client->respond_complete(1);
198 $e = new_editor(xact => 1);
199 $evt = OpenILS::Utils::Penalty->calculate_penalties($e, $userid, $drawer);
200 $e->commit unless $evt;
206 sub _update_patron_credit {
207 my( $session, $userid, $credit ) = @_;
208 #return if $credit <= 0;
210 my $patron = $session->request(
211 'open-ils.storage.direct.actor.user.retrieve', $userid )->gather(1);
213 $patron->credit_forward_balance(
214 $patron->credit_forward_balance + $credit);
216 if( $patron->credit_forward_balance < 0 ) {
217 return OpenILS::Event->new('NEGATIVE_PATRON_BALANCE');
220 $logger->info("Total patron credit for $userid is now " . $patron->credit_forward_balance );
223 'open-ils.storage.direct.actor.user.update', $patron )->gather(1);
229 __PACKAGE__->register_method(
230 method => "retrieve_payments",
231 api_name => "open-ils.circ.money.payment.retrieve.all_",
232 notes => "Returns a list of payments attached to a given transaction"
235 sub retrieve_payments {
236 my( $self, $client, $login, $transid ) = @_;
239 $apputils->checksesperm($login, 'VIEW_TRANSACTION');
242 # XXX the logic here is wrong.. we need to check the owner of the transaction
243 # to make sure the requestor has access
245 # XXX grab the view, for each object in the view, grab the real object
247 return $apputils->simplereq(
249 'open-ils.cstore.direct.money.payment.search.atomic', { xact => $transid } );
254 __PACKAGE__->register_method(
255 method => "retrieve_payments2",
257 api_name => "open-ils.circ.money.payment.retrieve.all",
258 notes => "Returns a list of payments attached to a given transaction"
261 sub retrieve_payments2 {
262 my( $self, $client, $login, $transid ) = @_;
264 my $e = new_editor(authtoken=>$login);
265 return $e->event unless $e->checkauth;
266 return $e->event unless $e->allowed('VIEW_TRANSACTION');
269 my $pmnts = $e->search_money_payment({ xact => $transid });
271 my $type = $_->payment_type;
272 my $meth = "retrieve_money_$type";
273 my $p = $e->$meth($_->id) or return $e->event;
274 $p->payment_type($type);
275 $p->cash_drawer($e->retrieve_actor_workstation($p->cash_drawer))
276 if $p->has_field('cash_drawer');
277 push( @payments, $p );
285 __PACKAGE__->register_method(
286 method => "create_grocery_bill",
287 api_name => "open-ils.circ.money.grocery.create",
289 Creates a new grocery transaction using the transaction object provided
290 PARAMS: (login_session, money.grocery (mg) object)
293 sub create_grocery_bill {
294 my( $self, $client, $login, $transaction ) = @_;
296 my( $staff, $evt ) = $apputils->checkses($login);
298 $evt = $apputils->check_perms($staff->id,
299 $transaction->billing_location, 'CREATE_TRANSACTION' );
303 $logger->activity("Creating grocery bill " . Dumper($transaction) );
305 $transaction->clear_id;
306 my $session = $apputils->start_db_session;
307 my $transid = $session->request(
308 'open-ils.storage.direct.money.grocery.create', $transaction)->gather(1);
310 throw OpenSRF::EX ("Error creating new money.grocery") unless defined $transid;
312 $logger->debug("Created new grocery transaction $transid");
314 $apputils->commit_db_session($session);
316 my $e = new_editor(xact=>1);
317 $evt = _check_open_xact($e, $transid);
325 __PACKAGE__->register_method(
326 method => 'fetch_grocery',
327 api_name => 'open-ils.circ.money.grocery.retrieve'
331 my( $self, $conn, $auth, $id ) = @_;
332 my $e = new_editor(authtoken=>$auth);
333 return $e->event unless $e->checkauth;
334 return $e->event unless $e->allowed('VIEW_TRANSACTION'); # eh.. basically the same permission
335 my $g = $e->retrieve_money_grocery($id)
341 __PACKAGE__->register_method(
342 method => "billing_items",
344 api_name => "open-ils.circ.money.billing.retrieve.all",
346 Returns a list of billing items for the given transaction.
347 PARAMS( login, transaction_id )
351 my( $self, $client, $login, $transid ) = @_;
353 my( $trans, $evt ) = $U->fetch_billable_xact($transid);
357 ($staff, $evt ) = $apputils->checkses($login);
360 if($staff->id ne $trans->usr) {
361 $evt = $U->check_perms($staff->id, $staff->home_ou, 'VIEW_TRANSACTION');
365 return $apputils->simplereq( 'open-ils.cstore',
366 'open-ils.cstore.direct.money.billing.search.atomic', { xact => $transid } )
370 __PACKAGE__->register_method(
371 method => "billing_items_create",
372 api_name => "open-ils.circ.money.billing.create",
374 Creates a new billing line item
375 PARAMS( login, bill_object (mb) )
378 sub billing_items_create {
379 my( $self, $client, $login, $billing ) = @_;
381 my $e = new_editor(authtoken => $login, xact => 1);
382 return $e->die_event unless $e->checkauth;
383 return $e->die_event unless $e->allowed('CREATE_BILL');
385 my $xact = $e->retrieve_money_billable_transaction($billing->xact)
386 or return $e->die_event;
388 # if the transaction was closed, re-open it
389 if($xact->xact_finish) {
390 $xact->clear_xact_finish;
391 $e->update_money_billable_transaction($xact)
392 or return $e->die_event;
395 my $amt = $billing->amount;
397 $billing->amount($amt);
399 $e->create_money_billing($billing) or return $e->die_event;
400 my $evt = OpenILS::Utils::Penalty->calculate_penalties($e, $xact->usr, $e->requestor->ws_ou);
407 __PACKAGE__->register_method(
408 method => 'void_bill',
409 api_name => 'open-ils.circ.money.billing.void',
412 @param authtoken Login session key
413 @param billid The id of the bill to void
414 @return 1 on success, Event on error
420 my( $s, $c, $authtoken, @billids ) = @_;
422 my $e = new_editor( authtoken => $authtoken, xact => 1 );
423 return $e->event unless $e->checkauth;
424 return $e->event unless $e->allowed('VOID_BILLING');
427 for my $billid (@billids) {
429 my $bill = $e->retrieve_money_billing($billid)
432 my $xact = $e->retrieve_money_billable_transaction($bill->xact)
435 $users{$xact->usr} = 1;
437 return OpenILS::Event->new('BILL_ALREADY_VOIDED', payload => $bill)
438 if $bill->voided and $bill->voided =~ /t/io;
441 $bill->voider($e->requestor->id);
442 $bill->void_time('now');
444 $e->update_money_billing($bill) or return $e->event;
445 my $evt = _check_open_xact($e, $bill->xact, $xact);
449 OpenILS::Utils::Penalty->calculate_penalties($e, $_, $e->requestor->ws_ou) for keys %users;
455 sub _check_open_xact {
456 my( $editor, $xactid, $xact ) = @_;
458 # Grab the transaction
459 $xact ||= $editor->retrieve_money_billable_transaction($xactid);
460 return $editor->event unless $xact;
461 $xactid ||= $xact->id;
463 # grab the summary and see how much is owed on this transaction
464 my ($summary) = $U->fetch_mbts($xactid, $editor);
466 # grab the circulation if it is a circ;
467 my $circ = $editor->retrieve_action_circulation($xactid);
469 # If nothing is owed on the transaction but it is still open
470 # and this transaction is not an open circulation, close it
472 ( $summary->balance_owed == 0 and ! $xact->xact_finish ) and
473 ( !$circ or $circ->stop_fines )) {
475 $logger->info("closing transaction ".$xact->id. ' becauase balance_owed == 0');
476 $xact->xact_finish('now');
477 $editor->update_money_billable_transaction($xact)
478 or return $editor->event;
482 # If money is owed or a refund is due on the xact and xact_finish
483 # is set, clear it (to reopen the xact) and update
484 if( $summary->balance_owed != 0 and $xact->xact_finish ) {
485 $logger->info("re-opening transaction ".$xact->id. ' becauase balance_owed != 0');
486 $xact->clear_xact_finish;
487 $editor->update_money_billable_transaction($xact)
488 or return $editor->event;
497 __PACKAGE__->register_method (
498 method => 'fetch_mbts',
500 api_name => 'open-ils.circ.money.billable_xact_summary.retrieve'
503 my( $self, $conn, $auth, $id) = @_;
505 my $e = new_editor(xact => 1, authtoken=>$auth);
506 return $e->event unless $e->checkauth;
507 my ($mbts) = $U->fetch_mbts($id, $e);
509 my $user = $e->retrieve_actor_user($mbts->usr)
510 or return $e->die_event;
512 return $e->die_event unless $e->allowed('VIEW_TRANSACTION', $user->home_ou);
519 __PACKAGE__->register_method(
520 method => 'desk_payments',
521 api_name => 'open-ils.circ.money.org_unit.desk_payments'
525 my( $self, $conn, $auth, $org, $start_date, $end_date ) = @_;
526 my $e = new_editor(authtoken=>$auth);
527 return $e->event unless $e->checkauth;
528 return $e->event unless $e->allowed('VIEW_TRANSACTION', $org);
529 my $data = $U->storagereq(
530 'open-ils.storage.money.org_unit.desk_payments.atomic',
531 $org, $start_date, $end_date );
533 $_->workstation( $_->workstation->name ) for(@$data);
538 __PACKAGE__->register_method(
539 method => 'user_payments',
540 api_name => 'open-ils.circ.money.org_unit.user_payments'
544 my( $self, $conn, $auth, $org, $start_date, $end_date ) = @_;
545 my $e = new_editor(authtoken=>$auth);
546 return $e->event unless $e->checkauth;
547 return $e->event unless $e->allowed('VIEW_TRANSACTION', $org);
548 my $data = $U->storagereq(
549 'open-ils.storage.money.org_unit.user_payments.atomic',
550 $org, $start_date, $end_date );
553 $e->retrieve_actor_card($_->usr->card)->barcode);
555 $e->retrieve_actor_org_unit($_->usr->home_ou)->shortname);