[freeside-users] Re: Q2: agents, otaker, and customers

[Ivan Kohler]

On Tue, Oct 10, 2006 at 02:47:59PM -0400, John (yt) Hogenmiller wrote:
> I've noticed that agents can not make payments.  They can sign up a
> customer and make a payment during signup.  They can see the
> customer's balance, they can order an additional package (which
> increases the customer's balance) but they can't place a payment.

1.7 allows agents virtualized/ACLed access to the backend.

I'm not sure if it will be worthwhile to purse further development on 
agent.cgi and the "agent selfservice".  I guess there would have to be a 
specific goal or vision in mind for this and what makes it distinct than 
ACLed backend access.

-- 
_ivan


> I looked into the agent.cgi and selfservice.cgi to see what it would
> take to add payment making abilities to an agent.  It looks like
> adding the action "make_payment" and the sub make_payment to the
> source should get me started, but I don't know enough yet to do it
> correctly.  Has this been done before?
> 
> Secondly, I've noticed that you really can't track where a payment
> came from.  The schema for cust_pay does not reference either agentnum
> or otaker.  If a customer belongs to an agent, all payments for that
> customer are assumed to belong to that agent.  For example, I took a
> customer that I had made 3 payments on, assigned that customer to a
> different agent, and all three payments showed up under the new
> agent's report.  This is mostly important for cash payments.   If one
> freeside user accepts a cash payment for a customer, I have no way of
> going in and saying "jimsmith" has received $50 in cash and needs to
> turn it in.  For that matter, "jimsmith" can't even run a report to
> find out how much he took in that day.   Any pointers on gathering
> this information would be appreciated.
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