def api_rp_setup(data): """Create a recurrring payment account. Accepted format: json Input fields: email - required description - required amount - required cp_id - customer profile id, required pp_id - customer payment profile id, required billing_cycle_start_dt - required billing_cycle_end_dt - required response_str - required login_name login_password url first_name last_name billing_period - optional, default to 'month' billing_frequency - optional, default to 1 billing_start_dt - optional, default to today num_days - optional, default to 0 has_trial_period - optional, default to False trial_period_start_dt - optional, default to today trial_period_end_dt - optional, default to today trial_amount - optional, default to 0 Output: rp_id - a recurring payment id rp_url - url to rp username result_code """ from decimal import Decimal from django.core.validators import email_re import dateutil.parser as dparser from tendenci.core.imports.utils import get_unique_username email = data.get('email', '') description = data.get('description', '') url = data.get('url') payment_amount = data.get('amount', '') taxable = data.get('taxable', 0) if taxable in ('True', 'true', '1', 1): taxable = 1 else: taxable = 0 try: tax_rate = Decimal(data.get('tax_rate', 0)) if tax_rate > 1: tax_rate = 0 except: tax_rate = 0 tax_exempt = data.get('tax_exempt', 0) if tax_exempt in ('True', 'true', '1', 1): tax_exempt = 1 else: tax_exempt = 0 try: payment_amount = Decimal(payment_amount) except: payment_amount = 0 cp_id = data.get('cp_id') pp_id = data.get('pp_id') billing_cycle_start_dt = data.get('billing_cycle_start_dt') if billing_cycle_start_dt: billing_cycle_start_dt = dparser.parse(billing_cycle_start_dt) billing_cycle_end_dt = data.get('billing_cycle_end_dt') if billing_cycle_end_dt: billing_cycle_end_dt = dparser.parse(billing_cycle_end_dt) direct_response_str = data.get('response_str') if not all([email_re.match(email), description, payment_amount>0, cp_id, pp_id, billing_cycle_start_dt, billing_cycle_end_dt, direct_response_str] ): return False, {} # 1) get or create user username = data.get('login_name') # check if user already exists based on email and username users = User.objects.filter(email=email, username=username) if users: u = users[0] else: # create user account u = User() u.email=email u.username = username if not u.username: u.username = email.split('@')[0] u.username = get_unique_username(u) raw_password = data.get('login_password') if not raw_password: raw_password = User.objects.make_random_password(length=8) u.set_password(raw_password) u.first_name = data.get('first_name', '') u.last_name = data.get('last_name', '') u.is_staff = False u.is_superuser = False u.save() profile = Profile.objects.create( user=u, creator=u, creator_username=u.username, owner=u, owner_username=u.username, email=u.email ) # 2) create a recurring payment account rp = RecurringPayment() rp.user = u rp.description = description rp.url = url rp.payment_amount = payment_amount rp.taxable = taxable rp.tax_rate = tax_rate rp.tax_exempt = tax_exempt rp.customer_profile_id = cp_id rp.billing_start_dt = billing_cycle_start_dt has_trial_period = data.get('has_trial_period') trial_period_start_dt = data.get('trial_period_start_dt') trial_period_end_dt = data.get('trial_period_end_dt') if has_trial_period in ['True', '1', True, 1] and all([trial_period_start_dt, trial_period_end_dt]): rp.has_trial_period = True rp.trial_period_start_dt = dparser.parse(trial_period_start_dt) rp.trial_period_end_dt = dparser.parse(trial_period_end_dt) else: rp.has_trial_period = False rp.status_detail = 'active' rp.save() # 3) create a payment profile account payment_profile_exists = PaymentProfile.objects.filter( customer_profile_id=cp_id, payment_profile_id=pp_id ).exists() if not payment_profile_exists: PaymentProfile.objects.create( customer_profile_id=cp_id, payment_profile_id=pp_id, owner=u, owner_username=u.username ) # 4) create rp invoice billing_cycle = {'start': billing_cycle_start_dt, 'end': billing_cycle_end_dt} rp_invoice = rp.create_invoice(billing_cycle, billing_cycle_start_dt) rp_invoice.invoice.tender(rp.user) # 5) create rp transaction now = datetime.now() payment = Payment() payment.payments_pop_by_invoice_user(rp.user, rp_invoice.invoice, rp_invoice.invoice.guid) payment_transaction = PaymentTransaction( recurring_payment=rp, recurring_payment_invoice=rp_invoice, payment_profile_id=pp_id, trans_type='auth_capture', amount=rp_invoice.invoice.total, status=True) payment = payment_update_from_response(payment, direct_response_str) payment.mark_as_paid() payment.save() rp_invoice.invoice.make_payment(rp.user, Decimal(payment.amount)) rp_invoice.invoice.save() rp_invoice.payment_received_dt = now rp_invoice.save() rp.last_payment_received_dt = now rp.num_billing_cycle_completed += 1 rp.save() payment_transaction.payment = payment payment_transaction.result_code = data.get('result_code') payment_transaction.message_code = data.get('message_code') payment_transaction.message_text = data.get('message_text') payment_transaction.save() site_url = get_setting('site', 'global', 'siteurl') return True, {'rp_id': rp.id, 'rp_url': '%s%s' % (site_url, reverse('recurring_payment.view_account', args=[rp.id])), 'username': rp.user.username}
def directory_set_inv_payment(user, directory, pricing): if get_setting('module', 'directories', 'directoriesrequirespayment'): if not directory.invoice: inv = Invoice() inv.object_type = ContentType.objects.get( app_label=directory._meta.app_label, model=directory._meta.module_name) inv.object_id = directory.id profile = user.get_profile() inv.title = "Directory Add Invoice" inv.bill_to = '%s %s' % (user.first_name, user.last_name) inv.bill_to_first_name = user.first_name inv.bill_to_last_name = user.last_name inv.bill_to_company = profile.company inv.bill_to_address = profile.address inv.bill_to_city = profile.city inv.bill_to_state = profile.state inv.bill_to_zip_code = profile.zipcode inv.bill_to_country = profile.country inv.bill_to_phone = profile.phone inv.bill_to_fax = profile.fax inv.bill_to_email = user.email inv.ship_to = inv.bill_to inv.ship_to_first_name = user.first_name inv.ship_to_last_name = user.last_name inv.ship_to_company = profile.company inv.ship_to_address = profile.address inv.ship_to_city = profile.city inv.ship_to_state = profile.state inv.ship_to_zip_code = profile.zipcode inv.ship_to_country = profile.country inv.ship_to_phone = profile.phone inv.ship_to_fax = profile.fax inv.ship_to_email = user.email inv.terms = "Due on Receipt" inv.due_date = datetime.now() inv.ship_date = datetime.now() inv.message = 'Thank You.' inv.status = True inv.total = get_directory_price(user, directory, pricing) inv.subtotal = inv.total inv.balance = inv.total inv.estimate = True inv.status_detail = 'estimate' if user and not user.is_anonymous(): inv.set_creator(user) inv.set_owner(user) inv.save(user) # tender the invoice inv.tender(user) # update job directory.invoice = inv directory.save() if user.profile.is_superuser: if directory.payment_method in [ 'paid - cc', 'paid - check', 'paid - wire transfer' ]: boo_inv = inv.tender(user) # payment payment = Payment() boo = payment.payments_pop_by_invoice_user( user, inv, inv.guid) payment.mark_as_paid() payment.method = directory.payment_method payment.save(user) # this will make accounting entry inv.make_payment(user, payment.amount)
def job_set_inv_payment(user, job, pricing): if get_setting('module', 'jobs', 'jobsrequirespayment'): if not job.invoice: inv = Invoice() inv.object_type = ContentType.objects.get( app_label=job._meta.app_label, model=job._meta.module_name) inv.object_id = job.id inv.title = "Job Add Invoice" inv.bill_to = job.contact_name first_name = '' last_name = '' if job.contact_name: name_list = job.contact_name.split(' ') if len(name_list) >= 2: first_name = name_list[0] last_name = ' '.join(name_list[1:]) inv.bill_to_first_name = first_name inv.bill_to_last_name = last_name inv.bill_to_company = job.contact_company inv.bill_to_address = job.contact_address inv.bill_to_city = job.contact_city inv.bill_to_state = job.contact_state inv.bill_to_zip_code = job.contact_zip_code inv.bill_to_country = job.contact_country inv.bill_to_phone = job.contact_phone inv.bill_to_fax = job.contact_fax inv.bill_to_email = job.contact_email inv.ship_to = job.contact_name inv.ship_to_first_name = first_name inv.ship_to_last_name = last_name inv.ship_to_company = job.contact_company inv.ship_to_address = job.contact_address inv.ship_to_city = job.contact_city inv.ship_to_state = job.contact_state inv.ship_to_zip_code = job.contact_zip_code inv.ship_to_country = job.contact_country inv.ship_to_phone = job.contact_phone inv.ship_to_fax = job.contact_fax inv.ship_to_email = job.contact_email inv.terms = "Due on Receipt" inv.due_date = datetime.now() inv.ship_date = datetime.now() inv.message = 'Thank You.' inv.status = True inv.total = get_job_price(user, job, pricing) inv.subtotal = inv.total inv.balance = inv.total inv.estimate = 1 inv.status_detail = 'estimate' inv.save(user) # tender the invoice inv.tender(user) # update job job.invoice = inv job.save() if user.profile.is_superuser: if job.payment_method in [ 'paid - cc', 'paid - check', 'paid - wire transfer' ]: boo_inv = inv.tender(user) # payment payment = Payment() boo = payment.payments_pop_by_invoice_user( user, inv, inv.guid) payment.mark_as_paid() payment.method = job.payment_method payment.save(user) # this will make accounting entry inv.make_payment(user, payment.amount)
def corp_memb_inv_add(user, corp_memb, **kwargs): """ Add an invoice for this corporate membership """ corp_profile = corp_memb.corp_profile renewal = kwargs.get('renewal', False) renewal_total = kwargs.get('renewal_total', 0) if not corp_memb.invoice or renewal: inv = Invoice() inv.object_type = ContentType.objects.get( app_label=corp_memb._meta.app_label, model=corp_memb._meta.module_name) inv.object_id = corp_memb.id inv.title = "Corporate Membership Invoice" if not user.is_anonymous(): inv.bill_to = '%s %s' % (user.first_name, user.last_name) inv.bill_to_first_name = user.first_name inv.bill_to_last_name = user.last_name inv.bill_to_email = user.email else: if corp_memb.anonymous_creator: cmc = corp_memb.anonymous_creator inv.bill_to = '%s %s' % (cmc.first_name, cmc.last_name) inv.bill_to_first_name = cmc.first_name inv.bill_to_last_name = cmc.last_name inv.bill_to_email = cmc.email else: inv.bill_to = corp_memb.name inv.bill_to_company = corp_profile.name inv.bill_to_address = corp_profile.address inv.bill_to_city = corp_profile.city inv.bill_to_state = corp_profile.state inv.bill_to_zip_code = corp_profile.zip inv.bill_to_country = corp_profile.country inv.bill_to_phone = corp_profile.phone inv.ship_to = corp_profile.name inv.ship_to_company = corp_profile.name inv.ship_to_address = corp_profile.address inv.ship_to_city = corp_profile.city inv.ship_to_state = corp_profile.state inv.ship_to_zip_code = corp_profile.zip inv.ship_to_country = corp_profile.country inv.ship_to_phone = corp_profile.phone inv.ship_to_email = corp_profile.email inv.terms = "Due on Receipt" inv.due_date = datetime.now() inv.ship_date = datetime.now() inv.message = 'Thank You.' inv.status = True if not renewal: inv.total = corp_memb.corporate_membership_type.price else: inv.total = renewal_total inv.subtotal = inv.total inv.balance = inv.total inv.estimate = 1 inv.status_detail = 'estimate' inv.save(user) if not corp_memb.payment_method: is_online = True if inv.balance <= 0: is_online = False corp_memb.payment_method = corp_memb.get_payment_method( is_online=is_online) if user.profile.is_superuser: # if offline payment method if not corp_memb.payment_method.is_online: inv.tender(user) # tendered the invoice for admin if offline # mark payment as made payment = Payment() payment.payments_pop_by_invoice_user(user, inv, inv.guid) payment.mark_as_paid() payment.method = corp_memb.get_payment_method() payment.save(user) # this will make accounting entry inv.make_payment(user, payment.amount) return inv return None
def corp_memb_inv_add(user, corp_memb, **kwargs): """ Add an invoice for this corporate membership """ corp_profile = corp_memb.corp_profile renewal = kwargs.get('renewal', False) renewal_total = kwargs.get('renewal_total', 0) if not corp_memb.invoice or renewal: inv = Invoice() inv.object_type = ContentType.objects.get( app_label=corp_memb._meta.app_label, model=corp_memb._meta.module_name) inv.object_id = corp_memb.id inv.title = "Corporate Membership Invoice" if not user.is_anonymous(): inv.bill_to = '%s %s' % (user.first_name, user.last_name) inv.bill_to_first_name = user.first_name inv.bill_to_last_name = user.last_name inv.bill_to_email = user.email inv.set_creator(user) inv.set_owner(user) else: if corp_memb.anonymous_creator: cmc = corp_memb.anonymous_creator inv.bill_to = '%s %s' % (cmc.first_name, cmc.last_name) inv.bill_to_first_name = cmc.first_name inv.bill_to_last_name = cmc.last_name inv.bill_to_email = cmc.email else: inv.bill_to = corp_memb.name inv.bill_to_company = corp_profile.name inv.bill_to_address = corp_profile.address inv.bill_to_city = corp_profile.city inv.bill_to_state = corp_profile.state inv.bill_to_zip_code = corp_profile.zip inv.bill_to_country = corp_profile.country inv.bill_to_phone = corp_profile.phone inv.ship_to = corp_profile.name inv.ship_to_company = corp_profile.name inv.ship_to_address = corp_profile.address inv.ship_to_city = corp_profile.city inv.ship_to_state = corp_profile.state inv.ship_to_zip_code = corp_profile.zip inv.ship_to_country = corp_profile.country inv.ship_to_phone = corp_profile.phone inv.ship_to_email = corp_profile.email inv.terms = "Due on Receipt" inv.due_date = datetime.now() inv.ship_date = datetime.now() inv.message = 'Thank You.' inv.status = True if not renewal: inv.total = corp_memb.corporate_membership_type.price else: inv.total = renewal_total inv.subtotal = inv.total inv.balance = inv.total inv.estimate = 1 inv.status_detail = 'estimate' inv.save(user) if not corp_memb.payment_method: is_online = True if inv.balance <= 0: is_online = False corp_memb.payment_method = corp_memb.get_payment_method( is_online=is_online) if user.profile.is_superuser: # if offline payment method if not corp_memb.payment_method.is_online: inv.tender(user) # tendered the invoice for admin if offline # mark payment as made payment = Payment() payment.payments_pop_by_invoice_user(user, inv, inv.guid) payment.mark_as_paid() payment.method = corp_memb.get_payment_method() payment.save(user) # this will make accounting entry inv.make_payment(user, payment.amount) return inv return None
def make_payment_transaction(self, payment_profile_id): """ Make a payment transaction. This includes: 1) Make an API call createCustomerProfileTransactionRequest 2) Create a payment transaction entry 3) Create a payment entry 4) If the transaction is successful, populate payment entry with the direct response and mark payment as paid """ amount = self.invoice.balance # tender the invoice self.invoice.tender(self.recurring_payment.user) # create a payment record payment = Payment() payment.payments_pop_by_invoice_user(self.recurring_payment.user, self.invoice, self.invoice.guid) # make a transaction using CIM d = { 'amount': amount, 'order': { 'invoice_number': str(payment.invoice_num), 'description': '%s (billing cycle from %s to %s)' % (self.recurring_payment.description, self.billing_cycle_start_dt.strftime('%m/%d/%Y'), self.billing_cycle_end_dt.strftime('%m/%d/%Y')), 'recurring_billing': 'true' } } cpt = CIMCustomerProfileTransaction( self.recurring_payment.customer_profile_id, payment_profile_id) success, response_d = cpt.create(**d) # create a payment transaction record payment_transaction = PaymentTransaction( recurring_payment=self.recurring_payment, recurring_payment_invoice=self, payment_profile_id=payment_profile_id, trans_type='auth_capture', amount=amount, status=success) # update the payment entry with the direct response returned from payment gateway #print success, response_d payment = payment_update_from_response(payment, response_d['direct_response']) if success: payment.mark_as_paid() payment.save() self.invoice.make_payment(self.recurring_payment.user, Decimal(payment.amount)) self.invoice.save() self.payment_received_dt = datetime.now() else: if payment.status_detail == '': payment.status_detail = 'not approved' payment.save() self.last_payment_failed_dt = datetime.now() self.save() payment_transaction.payment = payment payment_transaction.result_code = response_d['result_code'] payment_transaction.message_code = response_d['message_code'] payment_transaction.message_text = response_d['message_text'] payment_transaction.save() return payment_transaction
def make_payment_transaction(self, payment_profile_id): """ Make a payment transaction. This includes: 1) Make an API call createCustomerProfileTransactionRequest 2) Create a payment transaction entry 3) Create a payment entry 4) If the transaction is successful, populate payment entry with the direct response and mark payment as paid """ amount = self.invoice.balance # tender the invoice self.invoice.tender(self.recurring_payment.user) # create a payment record payment = Payment() payment.payments_pop_by_invoice_user(self.recurring_payment.user, self.invoice, self.invoice.guid) # make a transaction using CIM d = {'amount': amount, 'order': { 'invoice_number': str(payment.invoice_num), 'description': '%s (billing cycle from %s to %s)' % ( self.recurring_payment.description, self.billing_cycle_start_dt.strftime('%m/%d/%Y'), self.billing_cycle_end_dt.strftime('%m/%d/%Y')), 'recurring_billing': 'true' } } cpt = CIMCustomerProfileTransaction(self.recurring_payment.customer_profile_id, payment_profile_id) success, response_d = cpt.create(**d) # create a payment transaction record payment_transaction = PaymentTransaction( recurring_payment = self.recurring_payment, recurring_payment_invoice = self, payment_profile_id = payment_profile_id, trans_type='auth_capture', amount=amount, status=success) # update the payment entry with the direct response returned from payment gateway #print success, response_d payment = payment_update_from_response(payment, response_d['direct_response']) if success: payment.mark_as_paid() payment.save() self.invoice.make_payment(self.recurring_payment.user, Decimal(payment.amount)) self.invoice.save() self.payment_received_dt = datetime.now() else: if payment.status_detail == '': payment.status_detail = 'not approved' payment.save() self.last_payment_failed_dt = datetime.now() self.save() payment_transaction.payment = payment payment_transaction.result_code = response_d['result_code'] payment_transaction.message_code = response_d['message_code'] payment_transaction.message_text = response_d['message_text'] payment_transaction.save() return payment_transaction
def job_set_inv_payment(user, job, pricing): if get_setting('module', 'jobs', 'jobsrequirespayment'): if not job.invoice: inv = Invoice() inv.object_type = ContentType.objects.get(app_label=job._meta.app_label, model=job._meta.module_name) inv.object_id = job.id inv.title = "Job Add Invoice" inv.bill_to = job.contact_name first_name = '' last_name = '' if job.contact_name: name_list = job.contact_name.split(' ') if len(name_list) >= 2: first_name = name_list[0] last_name = ' '.join(name_list[1:]) inv.bill_to_first_name = first_name inv.bill_to_last_name = last_name inv.bill_to_company = job.contact_company inv.bill_to_address = job.contact_address inv.bill_to_city = job.contact_city inv.bill_to_state = job.contact_state inv.bill_to_zip_code = job.contact_zip_code inv.bill_to_country = job.contact_country inv.bill_to_phone = job.contact_phone inv.bill_to_fax = job.contact_fax inv.bill_to_email = job.contact_email inv.ship_to = job.contact_name inv.ship_to_first_name = first_name inv.ship_to_last_name = last_name inv.ship_to_company = job.contact_company inv.ship_to_address = job.contact_address inv.ship_to_city = job.contact_city inv.ship_to_state = job.contact_state inv.ship_to_zip_code = job.contact_zip_code inv.ship_to_country = job.contact_country inv.ship_to_phone = job.contact_phone inv.ship_to_fax = job.contact_fax inv.ship_to_email =job.contact_email inv.terms = "Due on Receipt" inv.due_date = datetime.now() inv.ship_date = datetime.now() inv.message = 'Thank You.' inv.status = True inv.total = get_job_price(user, job, pricing) inv.subtotal = inv.total inv.balance = inv.total inv.estimate = 1 inv.status_detail = 'estimate' if user and not user.is_anonymous(): inv.set_creator(user) inv.set_owner(user) inv.save(user) # tender the invoice inv.tender(user) # update job job.invoice = inv job.save() if user.profile.is_superuser: if job.payment_method in ['paid - cc', 'paid - check', 'paid - wire transfer']: boo_inv = inv.tender(user) # payment payment = Payment() boo = payment.payments_pop_by_invoice_user(user, inv, inv.guid) payment.mark_as_paid() payment.method = job.payment_method payment.save(user) # this will make accounting entry inv.make_payment(user, payment.amount)
def directory_set_inv_payment(user, directory, pricing): if get_setting('module', 'directories', 'directoriesrequirespayment'): if not directory.invoice: inv = Invoice() inv.object_type = ContentType.objects.get(app_label=directory._meta.app_label, model=directory._meta.module_name) inv.object_id = directory.id profile = user.get_profile() inv.title = "Directory Add Invoice" inv.bill_to = '%s %s' % (user.first_name, user.last_name) inv.bill_to_first_name = user.first_name inv.bill_to_last_name = user.last_name inv.bill_to_company = profile.company inv.bill_to_address = profile.address inv.bill_to_city = profile.city inv.bill_to_state = profile.state inv.bill_to_zip_code = profile.zipcode inv.bill_to_country = profile.country inv.bill_to_phone = profile.phone inv.bill_to_fax = profile.fax inv.bill_to_email = user.email inv.ship_to = inv.bill_to inv.ship_to_first_name = user.first_name inv.ship_to_last_name = user.last_name inv.ship_to_company = profile.company inv.ship_to_address = profile.address inv.ship_to_city = profile.city inv.ship_to_state = profile.state inv.ship_to_zip_code = profile.zipcode inv.ship_to_country = profile.country inv.ship_to_phone = profile.phone inv.ship_to_fax = profile.fax inv.ship_to_email = user.email inv.terms = "Due on Receipt" inv.due_date = datetime.now() inv.ship_date = datetime.now() inv.message = 'Thank You.' inv.status = True inv.total = get_directory_price(user, directory, pricing) inv.subtotal = inv.total inv.balance = inv.total inv.estimate = True inv.status_detail = 'estimate' if user and not user.is_anonymous(): inv.set_creator(user) inv.set_owner(user) inv.save(user) # tender the invoice inv.tender(user) # update job directory.invoice = inv directory.save() if user.profile.is_superuser: if directory.payment_method in ['paid - cc', 'paid - check', 'paid - wire transfer']: boo_inv = inv.tender(user) # payment payment = Payment() boo = payment.payments_pop_by_invoice_user(user, inv, inv.guid) payment.mark_as_paid() payment.method = directory.payment_method payment.save(user) # this will make accounting entry inv.make_payment(user, payment.amount)