CRM/Financial/BAO/Payment.php

   1 <?php
   2 /*
   3  +--------------------------------------------------------------------+
   4  | CiviCRM version 5                                                  |
   5  +--------------------------------------------------------------------+
   6  | Copyright CiviCRM LLC (c) 2004-2019                                |
   7  +--------------------------------------------------------------------+
   8  | This file is a part of CiviCRM.                                    |
   9  |                                                                    |
  10  | CiviCRM is free software; you can copy, modify, and distribute it  |
  11  | under the terms of the GNU Affero General Public License           |
  12  | Version 3, 19 November 2007 and the CiviCRM Licensing Exception.   |
  13  |                                                                    |
  14  | CiviCRM is distributed in the hope that it will be useful, but     |
  15  | WITHOUT ANY WARRANTY; without even the implied warranty of         |
  16  | MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.               |
  17  | See the GNU Affero General Public License for more details.        |
  18  |                                                                    |
  19  | You should have received a copy of the GNU Affero General Public   |
  20  | License and the CiviCRM Licensing Exception along                  |
  21  | with this program; if not, contact CiviCRM LLC                     |
  22  | at info[AT]civicrm[DOT]org. If you have questions about the        |
  23  | GNU Affero General Public License or the licensing of CiviCRM,     |
  24  | see the CiviCRM license FAQ at http://civicrm.org/licensing        |
  25  +--------------------------------------------------------------------+
  26  */
  27
  28 /**
  29  *
  30  * @package CRM
  31  * @copyright CiviCRM LLC (c) 2004-2019
  32  */
  33
  34 /**
  35  * This class contains payment related functions.
  36  */
  37 class CRM_Financial_BAO_Payment {
  38
  39   /**
  40    * Function to process additional payment for partial and refund contributions.
  41    *
  42    * This function is called via API payment.create function. All forms that add payments
  43    * should use this.
  44    *
  45    * @param array $params
  46    *   - contribution_id
  47    *   - total_amount
  48    *   - line_item
  49    *
  50    * @return \CRM_Financial_DAO_FinancialTrxn
  51    *
  52    * @throws \API_Exception
  53    * @throws \CRM_Core_Exception
  54    */
  55   public static function create($params) {
  56     $contribution = civicrm_api3('Contribution', 'getsingle', ['id' => $params['contribution_id']]);
  57     $contributionStatus = CRM_Contribute_PseudoConstant::contributionStatus($contribution['contribution_status_id'], 'name');
  58
  59     $isPaymentCompletesContribution = self::isPaymentCompletesContribution($params['contribution_id'], $params['total_amount']);
  60
  61     // Check if pending contribution
  62     $fullyPaidPayLater = ($contributionStatus == 'Pending' && $isPaymentCompletesContribution);
  63     if ($contributionStatus == 'Pending') {
  64       if ($isPaymentCompletesContribution) {
  65         civicrm_api3('Contribution', 'completetransaction', ['id' => $contribution['id']]);
  66         // Get the trxn
  67         $trxnId = CRM_Core_BAO_FinancialTrxn::getFinancialTrxnId($contribution['id'], 'DESC');
  68         $ftParams = ['id' => $trxnId['financialTrxnId']];
  69         $trxn = CRM_Core_BAO_FinancialTrxn::retrieve($ftParams, CRM_Core_DAO::$_nullArray);
  70       }
  71       else {
  72         civicrm_api3('Contribution', 'create',
  73           [
  74             'id' => $contribution['id'],
  75             'contribution_status_id' => 'Partially paid',
  76           ]
  77         );
  78       }
  79     }
  80     if (!$fullyPaidPayLater) {
  81       $trxn = CRM_Contribute_BAO_Contribution::recordPartialPayment($contribution, $params);
  82       if ($isPaymentCompletesContribution) {
  83         civicrm_api3('Contribution', 'completetransaction', array('id' => $contribution['id']));
  84       }
  85
  86       if (CRM_Utils_Array::value('line_item', $params) && !empty($trxn)) {
  87         foreach ($params['line_item'] as $values) {
  88           foreach ($values as $id => $amount) {
  89             $p = ['id' => $id];
  90             $check = CRM_Price_BAO_LineItem::retrieve($p, $defaults);
  91             if (empty($check)) {
  92               throw new API_Exception('Please specify a valid Line Item.');
  93             }
  94             // get financial item
  95             $sql = "SELECT fi.id
  96             FROM civicrm_financial_item fi
  97             INNER JOIN civicrm_line_item li ON li.id = fi.entity_id and fi.entity_table = 'civicrm_line_item'
  98             WHERE li.contribution_id = %1 AND li.id = %2";
  99             $sqlParams = [
 100               1 => [$params['contribution_id'], 'Integer'],
 101               2 => [$id, 'Integer'],
 102             ];
 103             $fid = CRM_Core_DAO::singleValueQuery($sql, $sqlParams);
 104             // Record Entity Financial Trxn
 105             $eftParams = [
 106               'entity_table' => 'civicrm_financial_item',
 107               'financial_trxn_id' => $trxn->id,
 108               'amount' => $amount,
 109               'entity_id' => $fid,
 110             ];
 111             civicrm_api3('EntityFinancialTrxn', 'create', $eftParams);
 112           }
 113         }
 114       }
 115       elseif (!empty($trxn)) {
 116         CRM_Contribute_BAO_Contribution::assignProportionalLineItems($params, $trxn->id, $contribution['total_amount']);
 117       }
 118     }
 119
 120     return $trxn;
 121   }
 122
 123   /**
 124    * Send an email confirming a payment that has been received.
 125    *
 126    * @param array $params
 127    *
 128    * @return array
 129    */
 130   public static function sendConfirmation($params) {
 131
 132     $entities = self::loadRelatedEntities($params['id']);
 133     $sendTemplateParams = array(
 134       'groupName' => 'msg_tpl_workflow_contribution',
 135       'valueName' => 'payment_or_refund_notification',
 136       'PDFFilename' => ts('notification') . '.pdf',
 137       'contactId' => $entities['contact']['id'],
 138       'toName' => $entities['contact']['display_name'],
 139       'toEmail' => $entities['contact']['email'],
 140       'tplParams' => self::getConfirmationTemplateParameters($entities),
 141     );
 142     return CRM_Core_BAO_MessageTemplate::sendTemplate($sendTemplateParams);
 143   }
 144
 145   /**
 146    * Load entities related to the current payment id.
 147    *
 148    * This gives us all the data we need to send an email confirmation but avoiding
 149    * getting anything not tested for the confirmations. We retrieve the 'full' event as
 150    * it has been traditionally assigned in full.
 151    *
 152    * @param int $id
 153    *
 154    * @return array
 155    *   - contact = ['id' => x, 'display_name' => y, 'email' => z]
 156    *   - event = [.... full event details......]
 157    *   - contribution = ['id' => x],
 158    *   - payment = [payment info + payment summary info]
 159    */
 160   protected static function loadRelatedEntities($id) {
 161     $entities = [];
 162     $contributionID = (int) civicrm_api3('EntityFinancialTrxn', 'getvalue', [
 163       'financial_trxn_id' => $id,
 164       'entity_table' => 'civicrm_contribution',
 165       'return' => 'entity_id',
 166     ]);
 167     $entities['contribution'] = ['id' => $contributionID];
 168     $entities['payment'] = array_merge(civicrm_api3('FinancialTrxn', 'getsingle', ['id' => $id]),
 169       CRM_Contribute_BAO_Contribution::getPaymentInfo($contributionID)
 170     );
 171
 172     $contactID = self::getPaymentContactID($contributionID);
 173     list($displayName, $email)  = CRM_Contact_BAO_Contact_Location::getEmailDetails($contactID);
 174     $entities['contact'] = ['id' => $contactID, 'display_name' => $displayName, 'email' => $email];
 175     $contact = civicrm_api3('Contact', 'getsingle', ['id' => $contactID, 'return' => 'email_greeting']);
 176     $entities['contact']['email_greeting'] = $contact['email_greeting_display'];
 177
 178     $participantRecords = civicrm_api3('ParticipantPayment', 'get', [
 179       'contribution_id' => $contributionID,
 180       'api.Participant.get' => ['return' => 'event_id'],
 181       'sequential' => 1,
 182     ])['values'];
 183     if (!empty($participantRecords)) {
 184       $entities['event'] = civicrm_api3('Event', 'getsingle', ['id' => $participantRecords[0]['api.Participant.get']['values'][0]['event_id']]);
 185       if (!empty($entities['event']['is_show_location'])) {
 186         $locationParams = [
 187           'entity_id' => $entities['event']['id'],
 188           'entity_table' => 'civicrm_event',
 189         ];
 190         $entities['location'] = CRM_Core_BAO_Location::getValues($locationParams, TRUE);
 191       }
 192     }
 193
 194     return $entities;
 195   }
 196
 197   /**
 198    * @param int $contributionID
 199    *
 200    * @return int
 201    */
 202   public static function getPaymentContactID($contributionID) {
 203     $contribution = civicrm_api3('Contribution', 'getsingle', [
 204       'id' => $contributionID ,
 205       'return' => ['contact_id'],
 206     ]);
 207     return (int) $contribution['contact_id'];
 208   }
 209   /**
 210    * @param array $entities
 211    *   Related entities as an array keyed by the various entities.
 212    *
 213    * @return array
 214    *   Values required for the notification
 215    *   - contact_id
 216    *   - template_variables
 217    *     - event (DAO of event if relevant)
 218    */
 219   public static function getConfirmationTemplateParameters($entities) {
 220     $templateVariables = [
 221       'contactDisplayName' => $entities['contact']['display_name'],
 222       'emailGreeting' => $entities['contact']['email_greeting'],
 223       'totalAmount' => $entities['payment']['total'],
 224       'amountOwed' => $entities['payment']['balance'],
 225       'totalPaid' => $entities['payment']['paid'],
 226       'paymentAmount' => $entities['payment']['total_amount'],
 227       'checkNumber' => CRM_Utils_Array::value('check_number', $entities['payment']),
 228       'receive_date' => $entities['payment']['trxn_date'],
 229       'paidBy' => CRM_Core_PseudoConstant::getLabel('CRM_Core_BAO_FinancialTrxn', 'payment_instrument_id', $entities['payment']['payment_instrument_id']),
 230       'isShowLocation' => (!empty($entities['event']) ? $entities['event']['is_show_location'] : FALSE),
 231       'location' => CRM_Utils_Array::value('location', $entities),
 232       'event' => CRM_Utils_Array::value('event', $entities),
 233       'component' => (!empty($entities['event']) ? 'event' : 'contribution'),
 234       'isRefund' => $entities['payment']['total_amount'] < 0,
 235       'isAmountzero' => $entities['payment']['total_amount'] === 0,
 236       'refundAmount' => ($entities['payment']['total_amount'] < 0 ? $entities['payment']['total_amount'] : NULL),
 237       'paymentsComplete' => ($entities['payment']['balance'] == 0),
 238     ];
 239
 240     return self::filterUntestedTemplateVariables($templateVariables);
 241   }
 242
 243   /**
 244    * Filter out any untested variables.
 245    *
 246    * This just serves to highlight if any variables are added without a unit test also being added.
 247    *
 248    * (if hit then add a unit test for the param & add to this array).
 249    *
 250    * @param array $params
 251    *
 252    * @return array
 253    */
 254   public static function filterUntestedTemplateVariables($params) {
 255     $testedTemplateVariables = [
 256       'contactDisplayName',
 257       'totalAmount',
 258       'amountOwed',
 259       'paymentAmount',
 260       'event',
 261       'component',
 262       'checkNumber',
 263       'receive_date',
 264       'paidBy',
 265       'isShowLocation',
 266       'location',
 267       'isRefund',
 268       'isAmountzero',
 269       'refundAmount',
 270       'totalPaid',
 271       'paymentsComplete',
 272       'emailGreeting'
 273     ];
 274     // These are assigned by the payment form - they still 'get through' from the
 275     // form for now without being in here but we should ideally load
 276     // and assign. Note we should update the tpl to use {if $billingName}
 277     // and ditch contributeMode - although it might need to be deprecated rather than removed.
 278     $todoParams = [
 279       'contributeMode',
 280       'billingName',
 281       'address',
 282       'credit_card_type',
 283       'credit_card_number',
 284       'credit_card_exp_date',
 285     ];
 286     $filteredParams = [];
 287     foreach ($testedTemplateVariables as $templateVariable) {
 288       // This will cause an a-notice if any are NOT set - by design. Ensuring
 289       // they are set prevents leakage.
 290       $filteredParams[$templateVariable] = $params[$templateVariable];
 291     }
 292     return $filteredParams;
 293   }
 294
 295   /**
 296    * @param $contributionId
 297    * @param $trxnData
 298    * @param $updateStatus
 299    *   - deprecate this param
 300    *
 301    * @todo  - make this protected once recordAdditionalPayment no longer calls it.
 302    *
 303    * @return CRM_Financial_DAO_FinancialTrxn
 304    */
 305   public static function recordRefundPayment($contributionId, $trxnData, $updateStatus) {
 306     list($contributionDAO, $params) = self::getContributionAndParamsInFormatForRecordFinancialTransaction($contributionId);
 307
 308     $params['payment_instrument_id'] = CRM_Utils_Array::value('payment_instrument_id', $trxnData, CRM_Utils_Array::value('payment_instrument_id', $params));
 309
 310     $paidStatus = CRM_Core_PseudoConstant::getKey('CRM_Financial_DAO_FinancialItem', 'status_id', 'Paid');
 311     $arAccountId = CRM_Contribute_PseudoConstant::getRelationalFinancialAccount($contributionDAO->financial_type_id, 'Accounts Receivable Account is');
 312     $completedStatusId = CRM_Core_PseudoConstant::getKey('CRM_Contribute_BAO_Contribution', 'contribution_status_id', 'Completed');
 313
 314     $trxnData['total_amount'] = $trxnData['net_amount'] = -$trxnData['total_amount'];
 315     $trxnData['from_financial_account_id'] = $arAccountId;
 316     $trxnData['status_id'] = CRM_Core_PseudoConstant::getKey('CRM_Contribute_BAO_Contribution', 'contribution_status_id', 'Refunded');
 317     // record the entry
 318     $financialTrxn = CRM_Contribute_BAO_Contribution::recordFinancialAccounts($params, $trxnData);
 319
 320     // note : not using the self::add method,
 321     // the reason because it performs 'status change' related code execution for financial records
 322     // which in 'Pending Refund' => 'Completed' is not useful, instead specific financial record updates
 323     // are coded below i.e. just updating financial_item status to 'Paid'
 324     if ($updateStatus) {
 325       CRM_Core_DAO::setFieldValue('CRM_Contribute_BAO_Contribution', $contributionId, 'contribution_status_id', $completedStatusId);
 326     }
 327     // add financial item entry
 328     $lineItems = CRM_Price_BAO_LineItem::getLineItemsByContributionID($contributionDAO->id);
 329     if (!empty($lineItems)) {
 330       foreach ($lineItems as $lineItemId => $lineItemValue) {
 331         // don't record financial item for cancelled line-item
 332         if ($lineItemValue['qty'] == 0) {
 333           continue;
 334         }
 335         $paid = $lineItemValue['line_total'] * ($financialTrxn->total_amount / $contributionDAO->total_amount);
 336         $addFinancialEntry = [
 337           'transaction_date' => $financialTrxn->trxn_date,
 338           'contact_id' => $contributionDAO->contact_id,
 339           'amount' => round($paid, 2),
 340           'currency' => $contributionDAO->currency,
 341           'status_id' => $paidStatus,
 342           'entity_id' => $lineItemId,
 343           'entity_table' => 'civicrm_line_item',
 344         ];
 345         $trxnIds = ['id' => $financialTrxn->id];
 346         CRM_Financial_BAO_FinancialItem::create($addFinancialEntry, NULL, $trxnIds);
 347       }
 348     }
 349     return $financialTrxn;
 350   }
 351
 352   /**
 353    * @param int $contributionId
 354    * @param array $trxnData
 355    * @param int $participantId
 356    *
 357    * @return \CRM_Core_BAO_FinancialTrxn
 358    */
 359   public static function recordPayment($contributionId, $trxnData, $participantId) {
 360     list($contributionDAO, $params) = self::getContributionAndParamsInFormatForRecordFinancialTransaction($contributionId);
 361     // load related memberships on basis of $contributionDAO object
 362     // @todo - this is done in the function that completes payments so it's being done twice.
 363     // test & remove.
 364     $contributionDAO->loadRelatedMembershipObjects();
 365
 366     if (!$participantId) {
 367       $participantId = CRM_Core_DAO::getFieldValue('CRM_Event_DAO_ParticipantPayment', $contributionId, 'participant_id', 'contribution_id');
 368     }
 369
 370     $trxnData['trxn_date'] = !empty($trxnData['trxn_date']) ? $trxnData['trxn_date'] : date('YmdHis');
 371     $params['payment_instrument_id'] = CRM_Utils_Array::value('payment_instrument_id', $trxnData, CRM_Utils_Array::value('payment_instrument_id', $params));
 372
 373     $paidStatus = CRM_Core_PseudoConstant::getKey('CRM_Financial_DAO_FinancialItem', 'status_id', 'Paid');
 374     $arAccountId = CRM_Contribute_PseudoConstant::getRelationalFinancialAccount($contributionDAO->financial_type_id, 'Accounts Receivable Account is');
 375     $completedStatusId = CRM_Core_PseudoConstant::getKey('CRM_Contribute_BAO_Contribution', 'contribution_status_id', 'Completed');
 376
 377     $params['partial_payment_total'] = $contributionDAO->total_amount;
 378     $params['partial_amount_to_pay'] = $trxnData['total_amount'];
 379     $trxnData['net_amount'] = !empty($trxnData['net_amount']) ? $trxnData['net_amount'] : $trxnData['total_amount'];
 380     $params['pan_truncation'] = CRM_Utils_Array::value('pan_truncation', $trxnData);
 381     $params['card_type_id'] = CRM_Utils_Array::value('card_type_id', $trxnData);
 382     $params['check_number'] = CRM_Utils_Array::value('check_number', $trxnData);
 383
 384     // record the entry
 385     $financialTrxn = CRM_Contribute_BAO_Contribution::recordFinancialAccounts($params, $trxnData);
 386     $toFinancialAccount = $arAccountId;
 387     $trxnId = CRM_Core_BAO_FinancialTrxn::getBalanceTrxnAmt($contributionId, $contributionDAO->financial_type_id);
 388     if (!empty($trxnId)) {
 389       $trxnId = $trxnId['trxn_id'];
 390     }
 391     elseif (!empty($contributionDAO->payment_instrument_id)) {
 392       $trxnId = CRM_Financial_BAO_FinancialTypeAccount::getInstrumentFinancialAccount($contributionDAO->payment_instrument_id);
 393     }
 394     else {
 395       $relationTypeId = key(CRM_Core_PseudoConstant::accountOptionValues('financial_account_type', NULL, " AND v.name LIKE 'Asset' "));
 396       $queryParams = [1 => [$relationTypeId, 'Integer']];
 397       $trxnId = CRM_Core_DAO::singleValueQuery("SELECT id FROM civicrm_financial_account WHERE is_default = 1 AND financial_account_type_id = %1", $queryParams);
 398     }
 399
 400     // update statuses
 401     // criteria for updates contribution total_amount == financial_trxns of partial_payments
 402     $sql = "SELECT SUM(ft.total_amount) as sum_of_payments, SUM(ft.net_amount) as net_amount_total
 403 FROM civicrm_financial_trxn ft
 404 LEFT JOIN civicrm_entity_financial_trxn eft
 405   ON (ft.id = eft.financial_trxn_id)
 406 WHERE eft.entity_table = 'civicrm_contribution'
 407   AND eft.entity_id = {$contributionId}
 408   AND ft.to_financial_account_id != {$toFinancialAccount}
 409   AND ft.status_id = {$completedStatusId}
 410 ";
 411     $query = CRM_Core_DAO::executeQuery($sql);
 412     $query->fetch();
 413     $sumOfPayments = $query->sum_of_payments;
 414
 415     // update statuses
 416     if ($contributionDAO->total_amount == $sumOfPayments) {
 417       // update contribution status and
 418       // clean cancel info (if any) if prev. contribution was updated in case of 'Refunded' => 'Completed'
 419       $contributionDAO->contribution_status_id = $completedStatusId;
 420       $contributionDAO->cancel_date = 'null';
 421       $contributionDAO->cancel_reason = NULL;
 422       $netAmount = !empty($trxnData['net_amount']) ? NULL : $trxnData['total_amount'];
 423       $contributionDAO->net_amount = $query->net_amount_total + $netAmount;
 424       $contributionDAO->fee_amount = $contributionDAO->total_amount - $contributionDAO->net_amount;
 425       $contributionDAO->save();
 426
 427       //Change status of financial record too
 428       $financialTrxn->status_id = $completedStatusId;
 429       $financialTrxn->save();
 430
 431       // note : not using the self::add method,
 432       // the reason because it performs 'status change' related code execution for financial records
 433       // which in 'Partial Paid' => 'Completed' is not useful, instead specific financial record updates
 434       // are coded below i.e. just updating financial_item status to 'Paid'
 435
 436       if ($participantId) {
 437         // update participant status
 438         $participantStatuses = CRM_Event_PseudoConstant::participantStatus();
 439         $ids = CRM_Event_BAO_Participant::getParticipantIds($contributionId);
 440         foreach ($ids as $val) {
 441           $participantUpdate['id'] = $val;
 442           $participantUpdate['status_id'] = array_search('Registered', $participantStatuses);
 443           CRM_Event_BAO_Participant::add($participantUpdate);
 444         }
 445       }
 446
 447       // Remove this - completeOrder does it.
 448       CRM_Contribute_BAO_Contribution::updateMembershipBasedOnCompletionOfContribution(
 449         $contributionDAO,
 450         $contributionId,
 451         $trxnData['trxn_date']
 452       );
 453
 454       // update financial item statuses
 455       $baseTrxnId = CRM_Core_BAO_FinancialTrxn::getFinancialTrxnId($contributionId);
 456       $sqlFinancialItemUpdate = "
 457 UPDATE civicrm_financial_item fi
 458   LEFT JOIN civicrm_entity_financial_trxn eft
 459     ON (eft.entity_id = fi.id AND eft.entity_table = 'civicrm_financial_item')
 460 SET status_id = {$paidStatus}
 461 WHERE eft.financial_trxn_id IN ({$trxnId}, {$baseTrxnId['financialTrxnId']})
 462 ";
 463       CRM_Core_DAO::executeQuery($sqlFinancialItemUpdate);
 464     }
 465     return $financialTrxn;
 466   }
 467
 468   /**
 469    * The recordFinancialTransactions function has capricious requirements for input parameters - load them.
 470    *
 471    * The function needs rework but for now we need to give it what it wants.
 472    *
 473    * @param int $contributionId
 474    *
 475    * @return array
 476    */
 477   protected static function getContributionAndParamsInFormatForRecordFinancialTransaction($contributionId) {
 478     $getInfoOf['id'] = $contributionId;
 479     $defaults = [];
 480     $contributionDAO = CRM_Contribute_BAO_Contribution::retrieve($getInfoOf, $defaults, CRM_Core_DAO::$_nullArray);
 481
 482     // build params for recording financial trxn entry
 483     $params['contribution'] = $contributionDAO;
 484     $params = array_merge($defaults, $params);
 485     $params['skipLineItem'] = TRUE;
 486     return [$contributionDAO, $params];
 487   }
 488
 489   /**
 490    * Does this payment complete the contribution
 491    *
 492    * @param int $contributionID
 493    * @param float $paymentAmount
 494    *
 495    * @return bool
 496    */
 497   protected static function isPaymentCompletesContribution($contributionID, $paymentAmount) {
 498     $outstandingBalance = CRM_Contribute_BAO_Contribution::getContributionBalance($contributionID);
 499     $cmp = bccomp($paymentAmount, $outstandingBalance, 5);
 500     return ($cmp == 0 || $cmp == 1);
 501   }
 502
 503 }