igny8/PAYMENT-APPROVAL-FIXED.md

PAYMENT APPROVAL - ADMIN QUICK GUIDE

How It Works Now (FIXED)

When User Submits Payment Confirmation:

1. Payment record created with status: pending_approval
2. Invoice status: pending
3. Account status: pending_payment
4. Credits: 0

When You Approve Payment (AUTOMATIC CASCADE):

Option 1: Change Status in Admin

1. Open Payment in Django Admin
2. Change Status dropdown: pending_approval → succeeded
3. Click Save
4. ✅ EVERYTHING UPDATES AUTOMATICALLY:
   • Payment status → succeeded
   • Invoice status → paid
   • Subscription status → active
   • Account status → active
   • Credits added (e.g., 5,000 for Starter plan)

Option 2: Bulk Approve

1. Go to Payments list in Django Admin
2. Select payments with status pending_approval
3. Actions dropdown: "Approve selected manual payments"
4. Click Go
5. ✅ ALL SELECTED PAYMENTS PROCESSED AUTOMATICALLY

Simplified Payment Statuses (Only 4)

Status	Meaning	What To Do
pending_approval	User submitted payment, waiting for you	Verify & approve or reject
succeeded	Approved & account activated	Nothing - done!
failed	Rejected or failed	User needs to retry
refunded	Money returned	Rare case

REMOVED unnecessary statuses: pending, processing, completed, cancelled

What Happens Automatically When Status → succeeded:

Payment.save() override does this:
├─ 1. Invoice.status = 'paid'
├─ 2. Invoice.paid_at = now
├─ 3. Subscription.status = 'active'
├─ 4. Subscription.external_payment_id = manual_reference
├─ 5. Account.status = 'active'
└─ 6. CreditService.add_credits(plan.included_credits)

That's It!

You only change ONE thing: Payment status to succeeded

Everything else is automatic. No need to:

• ❌ Manually update invoice
• ❌ Manually update account
• ❌ Manually add credits
• ❌ Manually activate subscription

Files Changed:

1. /backend/igny8_core/business/billing/models.py

   • Payment.STATUS_CHOICES: 8 → 4 statuses
   • Payment.save() override: auto-cascade on approval

2. /backend/igny8_core/modules/billing/admin.py

   • PaymentAdmin.save_model(): sets approved_by
   • Bulk actions work correctly

3. /backend/igny8_core/business/billing/admin.py

   • Duplicate PaymentAdmin disabled

Migration:

Run: python manage.py migrate

This will:

• Map old statuses (pending, processing, completed, cancelled) to new ones
• Update database constraints