350 lines
8.3 KiB
Markdown
350 lines
8.3 KiB
Markdown
# Quick Implementation Checklist
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**Status:** ✅ Backend Models Created - Ready for Migration
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**Next:** Run migrations and start building services
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---
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## ✅ COMPLETED TODAY
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- [x] Invoice model with Stripe integration
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- [x] Payment model (Stripe, PayPal, Manual support)
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- [x] CreditPackage model for purchasable bundles
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- [x] PaymentMethodConfig for per-country settings
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- [x] Account billing address fields
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- [x] Comprehensive documentation (3 guides, 2,000+ lines)
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- [x] 32-task implementation roadmap
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- [x] Service code templates
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- [x] API endpoint specifications
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---
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## 🚀 NEXT STEPS (In Order)
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### Immediate (Today/Tomorrow)
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- [ ] **Run migrations**
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```bash
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cd /data/app/igny8/backend
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python manage.py makemigrations billing --name add_invoice_payment_models
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python manage.py makemigrations auth --name add_billing_address_fields
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python manage.py migrate
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```
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- [ ] **Create sample credit packages**
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```bash
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python manage.py shell
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# Then run code from SESSION-SUMMARY-DEC-4-2025.md
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```
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- [ ] **Configure payment methods for your countries**
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- Add US, GB, IN, or your target countries
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- Enable Stripe and PayPal
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- Set up manual payment details
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### Week 1: Core Services
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- [ ] Create InvoiceService
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- Location: `backend/igny8_core/business/billing/services/invoice_service.py`
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- Methods: create_invoice, generate_invoice_number, mark_paid
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- Test: Create a test invoice
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- [ ] Create PaymentService (manual only)
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- Location: `backend/igny8_core/business/billing/services/payment_service.py`
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- Methods: create_manual_payment, approve_manual_payment
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- Test: Create and approve a manual payment
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- [ ] Create basic API endpoints
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- `/v1/billing/invoices/` - List invoices
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- `/v1/billing/credits/packages/` - List credit packages
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- Test with Postman/curl
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### Week 2: Stripe Integration
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- [ ] Install Stripe library
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```bash
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pip install stripe
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```
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- [ ] Add Stripe to PaymentService
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- create_stripe_payment method
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- handle_stripe_success method
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- [ ] Create Stripe webhook handler
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- File: `backend/igny8_core/business/billing/webhooks/stripe_webhooks.py`
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- Handle: invoice.paid, payment_intent.succeeded
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- [ ] Test Stripe in test mode
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- Use test card: 4242 4242 4242 4242
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- Verify webhook processing
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### Week 3-4: Frontend Foundation
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- [ ] Create Account Settings page
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- Path: `/account/settings`
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- File: `frontend/src/pages/Account/AccountSettings.tsx`
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- Features: Account info, billing address, limits
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- [ ] Create Plans & Billing page
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- Path: `/account/billing`
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- File: `frontend/src/pages/Account/PlansAndBilling.tsx`
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- Tabs: Current Plan, Credits, History, Payment Methods
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- [ ] Update navigation
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- Add ACCOUNT section to sidebar
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- Link to new pages
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### Week 5-6: Purchase Flow
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- [ ] Create Purchase Credits page
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- Path: `/account/credits/purchase`
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- Show credit packages
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- Stripe Elements integration
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- Payment confirmation
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- [ ] Create Invoices page
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- Path: `/account/invoices`
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- List invoices with filter/search
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- Download PDF button
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### Week 7-8: Admin Features
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- [ ] Create Admin Dashboard
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- Path: `/admin/dashboard`
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- System metrics and charts
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- [ ] Create Accounts Management
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- Path: `/admin/accounts`
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- List all accounts
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- Credit adjustment
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- [ ] Create Payment Method Config
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- Path: `/admin/payment-methods`
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- Per-country configuration
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### Week 9-10: PayPal & Polish
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- [ ] Install PayPal library
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```bash
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pip install paypalrestsdk
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npm install @paypal/react-paypal-js
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```
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- [ ] Add PayPal to PaymentService
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- [ ] Create PayPal webhook handler
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- [ ] Add PayPal buttons to Purchase page
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### Week 11-12: Additional Features
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- [ ] Email templates
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- Invoice created
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- Payment success/failed
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- Subscription changes
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- [ ] PDF invoice generation
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- Install reportlab
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- Create invoice template
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- Add download endpoint
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- [ ] Team Management page
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- Path: `/account/team`
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- List members, invite, manage roles
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- [ ] Usage Analytics page
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- Path: `/account/usage`
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- Charts and cost breakdown
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### Week 13-14: Testing & Launch
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- [ ] Write unit tests
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- [ ] Write integration tests
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- [ ] Test all payment flows
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- [ ] Write documentation
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- [ ] Deploy to production
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---
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## 📁 FILES TO REVIEW
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### Documentation (Start Here)
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1. **SESSION-SUMMARY-DEC-4-2025.md** - Current status and immediate next steps
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2. **IMPLEMENTATION-GUIDE-DEC-4-2025.md** - Detailed implementation guide (all 32 tasks)
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3. **SAAS-STANDARDIZATION-PLAN-DEC-4-2025.md** - Complete architecture and specifications
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### Backend Models (Already Created)
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1. `backend/igny8_core/business/billing/models.py`
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- Invoice
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- Payment
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- CreditPackage
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- PaymentMethodConfig
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2. `backend/igny8_core/auth/models.py`
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- Account (with new billing fields)
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### To Be Created
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1. `backend/igny8_core/business/billing/services/`
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- invoice_service.py
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- payment_service.py
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- subscription_service.py
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2. `backend/igny8_core/business/billing/webhooks/`
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- stripe_webhooks.py
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- paypal_webhooks.py
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3. `frontend/src/pages/Account/`
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- AccountSettings.tsx
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- PlansAndBilling.tsx
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- TeamManagement.tsx
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- UsageAnalytics.tsx
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- PurchaseCredits.tsx
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- Invoices.tsx
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4. `frontend/src/pages/Admin/`
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- SystemDashboard.tsx
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- AccountsManagement.tsx
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- InvoicesManagement.tsx
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- PaymentMethodConfig.tsx
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---
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## 🎯 QUICK WINS (Start with these)
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### 1. Run Migrations (5 min)
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```bash
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python manage.py makemigrations billing auth
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python manage.py migrate
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```
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### 2. Create Sample Data (5 min)
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Copy code from SESSION-SUMMARY-DEC-4-2025.md to create credit packages and payment configs.
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### 3. Create InvoiceService (30 min)
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Copy code from IMPLEMENTATION-GUIDE-DEC-4-2025.md, test invoice creation.
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### 4. Create Basic API (30 min)
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List invoices and credit packages endpoints.
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### 5. Create Account Settings Page (2 hours)
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Start with read-only view, add edit functionality later.
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**Total for Quick Wins:** ~4 hours
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**Result:** Migrations done, invoices working, basic page visible
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---
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## 💡 TIPS
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1. **Start Small:** Don't try to implement everything at once. One service at a time.
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2. **Test As You Go:** After each service, test it in the Django shell before moving on.
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3. **Use Test Mode:** Always use Stripe test mode and PayPal sandbox initially.
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4. **Follow The Guide:** IMPLEMENTATION-GUIDE-DEC-4-2025.md has code templates for everything.
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5. **Check Examples:** Each task in the guide includes working code you can copy.
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---
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## ⚠️ BEFORE YOU START
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### Install Dependencies
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**Backend:**
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```bash
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cd backend
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pip install stripe paypalrestsdk reportlab
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```
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**Frontend:**
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```bash
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cd frontend
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npm install @stripe/stripe-js @stripe/react-stripe-js
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npm install @paypal/react-paypal-js
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npm install recharts
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```
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### Environment Variables
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Create/update `.env` file:
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```bash
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# Stripe (Test Mode)
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STRIPE_PUBLIC_KEY=pk_test_your_key
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STRIPE_SECRET_KEY=sk_test_your_key
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STRIPE_WEBHOOK_SECRET=whsec_your_secret
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# PayPal (Sandbox)
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PAYPAL_CLIENT_ID=your_client_id
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PAYPAL_CLIENT_SECRET=your_secret
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PAYPAL_MODE=sandbox
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# Email (for notifications)
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EMAIL_BACKEND=django.core.mail.backends.smtp.EmailBackend
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EMAIL_HOST=smtp.gmail.com
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EMAIL_PORT=587
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EMAIL_USE_TLS=True
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EMAIL_HOST_USER=your_email@gmail.com
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EMAIL_HOST_PASSWORD=your_app_password
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```
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---
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## 📊 PROGRESS TRACKING
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Mark items as you complete them:
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**Backend:**
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- [ ] Migrations applied
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- [ ] Sample data created
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- [ ] InvoiceService
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- [ ] PaymentService
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- [ ] SubscriptionService
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- [ ] Stripe webhooks
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- [ ] PayPal webhooks
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- [ ] Billing API endpoints
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- [ ] Account management API
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- [ ] Admin API endpoints
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**Frontend:**
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- [ ] Account Settings page
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- [ ] Plans & Billing page
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- [ ] Purchase Credits page
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- [ ] Invoices page
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- [ ] Team Management page
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- [ ] Usage Analytics page
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- [ ] Admin Dashboard
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- [ ] Admin Accounts page
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- [ ] Admin Invoices page
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- [ ] Payment Method Config page
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**Integration:**
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- [ ] Stripe test payments working
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- [ ] PayPal test payments working
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- [ ] Manual payment approval working
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- [ ] Webhooks processing correctly
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- [ ] Email notifications sending
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- [ ] PDF invoices generating
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**Testing:**
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- [ ] Unit tests passing
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- [ ] Integration tests passing
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- [ ] E2E tests passing
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- [ ] Manual testing complete
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**Launch:**
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- [ ] Documentation complete
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- [ ] Production environment configured
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- [ ] Stripe in live mode
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- [ ] PayPal in live mode
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- [ ] Deployed to production
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---
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**Status:** Ready to implement! Start with migrations, then follow the checklist above. 🚀
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