Added and updated autopay logic

ns_app/api/payments.py

@@ -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
-
-
-