nsinnovations/ns_erpnext_app
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Added and updated autopay logic

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This commit is contained in:
Ty Reynolds
2026-01-21 10:28:22 -05:00
parent 69f7b2fd72
commit e3d0d24b04
3 changed files with 126 additions and 69 deletions
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67
ns_app/api/payments.py
View File

@@ -1,8 +1,8 @@
import requests
import frappe
import requests
from frappe.utils import nowdate
# Checks to see if customer has Autopay on
@frappe.whitelist()
def check_autopay(customer):
cust = frappe.get_doc("Customer", customer)
@@ -13,27 +13,32 @@ def check_autopay(customer):
}
# Creates payload to send through API, checks for success, then makes a call to create a payment entry.
@frappe.whitelist()
def run_autopay_payment(invoice, autopay_id, amount):
def run_autopay_payment(invoice):
inv = frappe.get_doc("Sales Invoice", invoice)
if inv.outstanding_amount <= 0:
frappe.throw("Invoice is already fully paid")
cust = frappe.get_doc("Customer", inv.customer)
if not cust.auto_pay or not cust.auto_pay_id:
frappe.throw("Customer does not have AutoPay enabled")
payload = {
"autopay_id": autopay_id,
"amount": amount,
"invoice": invoice
"autopay_id": cust.auto_pay_id,
"amount": float(inv.outstanding_amount),
"invoice": inv.name
}
response = call_payment_api(payload)
# Handle gateway failure clearly
if not response.get("success"):
frappe.throw(response.get("error", "Payment failed"))
# Create ERPNext payment record
payment_entry = create_payment_entry(
invoice=invoice,
amount=amount,
invoice=inv.name,
amount=payload["amount"],
transaction_id=response.get("transaction_id")
)
@@ -43,14 +48,9 @@ def run_autopay_payment(invoice, autopay_id, amount):
}
# Call's Crystal CLear's API and Runs an AutoPay transaction using NMI / Crystal Clear using customer_vault_id (autopay_id)
def call_payment_api(payload):
url = "https://crystalclear.transactiongateway.com/api/transact.php"
# Store these in site_config.json or environment variables
api_username = frappe.conf.get("nmi_username")
api_password = frappe.conf.get("nmi_password")
@@ -71,38 +71,54 @@ def call_payment_api(payload):
response = requests.post(url, data=data, timeout=30)
response.raise_for_status()
result = response.json()
except Exception as e:
except Exception:
frappe.log_error(frappe.get_traceback(), "NMI Payment API Error")
frappe.throw("Payment processor unreachable")
# NMI success condition
if result.get("response") == "1":
return {
"success": True,
"transaction_id": result.get("transactionid")
}
# Failure case
return {
"success": False,
"error": result.get("responsetext", "Payment failed")
}
@frappe.whitelist()
def get_collect_checkout_url(invoice):
inv = frappe.get_doc("Sales Invoice", invoice)
return (
"https://crystalclear.transactiongateway.com/collect/checkout"
f"?amount={inv.outstanding_amount}&reference={inv.name}"
)
# Auto creates payment entry in ERP Next
def create_payment_entry(invoice, amount, transaction_id=None):
inv = frappe.get_doc("Sales Invoice", invoice)
paid_to = frappe.db.get_value(
"Company",
inv.company,
"default_cash_account"
)
if not paid_to:
frappe.throw("Default cash account not set for company")
pe = frappe.new_doc("Payment Entry")
pe.payment_type = "Receive"
pe.party_type = "Customer"
pe.party = inv.customer
pe.posting_date = nowdate()
pe.paid_amount = amount
pe.received_amount = amount
pe.paid_to = paid_to
pe.reference_no = transaction_id
pe.reference_date = frappe.utils.nowdate()
pe.reference_date = nowdate()
pe.append("references", {
"reference_doctype": "Sales Invoice",
@@ -110,10 +126,7 @@ def create_payment_entry(invoice, amount, transaction_id=None):
"allocated_amount": amount
})
pe.insert()
pe.insert(ignore_permissions=True)
pe.submit()
return pe.name

40
ns_app/public/js/custom.js
View File

@@ -13,7 +13,7 @@ frappe.ready(() => {
doctype,
after_insert,
function (doc) {
// Defaults
// Safe defaults
doc.customer_group = "Commercial";
doc.territory = "United States";
@@ -25,50 +25,60 @@ frappe.ready(() => {
};
});
frappe.ui.form.on("Customer", {
onload(frm) {
if (!frm.is_quick_entry) return;
console.log("NS App: Enhancing Customer Quick Entry");
// Hide defaults you don't want
// Hide fields you don't want exposed
frm.toggle_display("customer_group", false);
// Required fields
// Make required
frm.set_df_property("mobile_no", "reqd", 1);
// Defaults
// Default territory
frm.set_value("territory", "United States");
// Add Company fields to Quick Entry
frm.add_custom_field({
fieldname: "company_name",
label: "Company Name",
fieldtype: "Data",
insert_after: "customer_name",
reqd: 1
});
/**
* IMPORTANT:
* "company_name" MUST already exist as a Custom Field in erpnext
* (Customer → Custom Fields)
*/
frm.toggle_display("company_name", true);
// Company name is OPTIONAL by default
frm.set_df_property("company_name", "reqd", 0);
},
// ZIP auto-fill
/**
* ZIP auto-fill
* NOTE: This only works if pincode/city/state/country
* are available in Quick Entry (customized Address block)
*/
pincode(frm) {
if (!frm.is_quick_entry) return;
const zip = frm.doc.pincode;
if (!zip || zip.length < 5) return;
// Only US ZIPs
if (frm.doc.country && frm.doc.country !== "United States") return;
fetch(`https://api.zippopotam.us/us/${zip}`)
.then(res => res.ok ? res.json() : null)
.then(data => {
if (!data?.places?.length) return;
if (!data || !data.places || !data.places.length) return;
const place = data.places[0];
frm.set_value("city", place["place name"]);
frm.set_value("state", place["state"]);
frm.set_value("country", data.country);
})
.catch(() => {});
.catch(() => {
// Fail silently (never block entry)
});
}
});

88
ns_app/public/js/sales_invoice.js
View File

@@ -1,13 +1,32 @@
frappe.ui.form.on("Sales Invoice", {
refresh(frm) {
if (frm.doc.docstatus !== 1) return; // submitted only
frm.clear_custom_buttons();
frm.add_custom_button("Run Payment", () => {
run_payment_flow(frm);
});
// Submitted invoices only
if (frm.doc.docstatus !== 1) return;
if (!frm.doc.customer) return;
// Only show manual payment button if AutoPay is OFF
frappe.db.get_value(
"Customer",
frm.doc.customer,
"auto_pay",
(r) => {
if (!r) return;
if (!r.auto_pay) {
frm.add_custom_button(
"Run Payment",
() => run_payment_flow(frm),
"Actions"
);
}
}
);
}
});
function run_payment_flow(frm) {
frappe.call({
method: "ns_app.api.payments.check_autopay",
@@ -18,24 +37,23 @@ function run_payment_flow(frm) {
if (!r.message) return;
if (r.message.autopay_enabled) {
run_autopay(frm, r.message.autopay_id);
run_autopay(frm);
} else {
open_manual_payment_form(frm);
}
}
});
}
function run_autopay(frm, autopay_id) {
function run_autopay(frm) {
frappe.confirm(
`Run AutoPay for $${frm.doc.grand_total}?`,
`Run AutoPay for $${frm.doc.outstanding_amount}?`,
() => {
frappe.call({
method: "ns_app.api.payments.run_autopay_payment",
args: {
invoice: frm.doc.name,
autopay_id: autopay_id,
amount: frm.doc.grand_total
invoice: frm.doc.name
},
callback(r) {
frappe.msgprint(r.message || "Payment processed");
@@ -46,23 +64,39 @@ function run_autopay(frm, autopay_id) {
);
}
// TODO: Source needs updated to a correct url.
// Hosted checkout
function open_manual_payment_form(frm) {
const dialog = new frappe.ui.Dialog({
title: "Enter Payment",
fields: [
{
fieldtype: "HTML",
fieldname: "payment_form",
options: `<iframe
src="https://payments.provider.com/pay?invoice=${frm.doc.name}&amount=${frm.doc.grand_total}"
style="width:100%;height:500px;border:none;"
></iframe>`
}
]
frappe.call({
method: "ns_app.api.payments.get_collect_checkout_url",
args: {
invoice: frm.doc.name
},
callback(r) {
if (!r.message) {
frappe.msgprint("Unable to start payment");
return;
}
const dialog = new frappe.ui.Dialog({
title: "Secure Payment",
size: "large",
fields: [
{
fieldtype: "HTML",
fieldname: "payment_form",
options: `
<iframe
src="${r.message}"
style="width:100%; height:520px; border:none;"
sandbox="allow-forms allow-scripts allow-same-origin"
></iframe>
`
}
]
});
dialog.show();
}
});
dialog.show();
}
}