194 lines
5.2 KiB
Markdown
194 lines
5.2 KiB
Markdown
# Payment Workflow - Quick Reference Card
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**Backend:** ✅ Complete | **Frontend:** ⏳ Pending | **Date:** Dec 8, 2025
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---
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## 📊 System Status
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- **Plans:** 5 configured (free, starter, growth, scale, internal)
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- **Payment Methods:** 14 enabled (global + country-specific)
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- **Accounts:** 15 total (11 trial, 4 active)
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- **Data Integrity:** 100% (all checks passing)
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- **API Endpoints:** 4 operational
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- **Test Suite:** 3/3 passing
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---
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## 🔑 Key Workflows
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### Free Trial Signup
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```
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User registers → Account(status=trial, credits=1000) → No invoice/subscription
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```
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### Paid Signup
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```
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User registers with plan → Account(status=pending_payment, credits=0)
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→ Subscription(pending_payment) → Invoice(pending) → User pays externally
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→ User submits confirmation → Payment(pending_approval)
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→ Admin approves → Account(active) + Subscription(active) + Credits(1000)
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```
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### Payment Rejection
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```
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Admin rejects → Payment(failed) → Invoice(pending) → User can retry
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```
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---
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## 🌐 API Endpoints
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```bash
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# 1. Get Payment Methods
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GET /api/v1/billing/admin/payment-methods/?country=PK
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→ Returns: [{id, payment_method, display_name, instructions, ...}]
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# 2. Confirm Payment (User)
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POST /api/v1/billing/admin/payments/confirm/
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{
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"invoice_id": 1,
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"payment_method": "bank_transfer",
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"amount": "89.00",
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"manual_reference": "BT-2025-001",
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"manual_notes": "Optional description"
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}
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→ Creates: Payment(pending_approval)
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# 3. Approve Payment (Admin)
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POST /api/v1/billing/admin/payments/5/approve/
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{"admin_notes": "Verified in bank statement"}
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→ Updates: Account→active, Subscription→active, Invoice→paid, Credits+1000
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# 4. Reject Payment (Admin)
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POST /api/v1/billing/admin/payments/5/reject/
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{"admin_notes": "Reference not found"}
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→ Updates: Payment→failed, Invoice→pending (can retry)
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```
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---
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## 🧪 Testing
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```bash
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# Run automated test suite
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docker compose -f docker-compose.app.yml exec igny8_backend \
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python test_payment_workflow.py
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# Test payment methods API
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curl "http://localhost:8011/api/v1/billing/admin/payment-methods/?country=PK" | jq
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# Database verification
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docker compose -f docker-compose.app.yml exec igny8_backend \
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python manage.py shell < verification_script.py
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```
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---
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## 📁 Files Reference
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**Documentation:**
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- `IMPLEMENTATION-STATUS.md` - Current status summary
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- `IMPLEMENTATION-SUMMARY-PHASE2-3.md` - Detailed implementation log (19KB)
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- `PAYMENT-WORKFLOW-QUICK-START.md` - API examples & troubleshooting (12KB)
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**Code:**
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- `backend/test_payment_workflow.py` - Automated E2E tests (17KB)
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- `backend/api_integration_example.py` - Python API client (13KB)
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**Models:**
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- `backend/igny8_core/auth/models.py` - Account, Subscription, Plan, Site
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- `backend/igny8_core/business/billing/models.py` - Invoice, Payment, PaymentMethodConfig
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**APIs:**
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- `backend/igny8_core/business/billing/views.py` - Payment endpoints
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- `backend/igny8_core/auth/serializers.py` - Registration with billing
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---
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## ✅ Completed Tasks (19)
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**Phase 1: Critical Fixes (6)**
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- Fixed Subscription import, added plan FK, Site.industry required
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- Updated free plan credits, auto-create SiteUserAccess, fixed Invoice admin
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**Phase 2: Model Cleanup (6)**
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- Removed duplicate fields (Invoice, Payment, Subscription)
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- Added properties for backward compatibility, applied migration
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**Phase 3: Backend (7)**
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- Created PaymentMethodConfig data (14 records)
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- Built 4 API endpoints, enhanced RegisterSerializer, PaymentAdmin
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- Added billing snapshots to invoices, fixed InvoiceService bug
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---
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## ⏳ Pending Tasks (7)
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**Frontend Components (4)**
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1. Billing form step in signup
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2. Payment method selector component
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3. Payment confirmation modal
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4. Pending payment dashboard banner
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**Testing (2)**
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5. Free trial E2E automation
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6. Paid signup E2E automation
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**Optional (1)**
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7. Email notifications (submitted, approved, rejected)
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---
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## 🎯 Next Actions
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**For Frontend Team:**
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1. Review `PAYMENT-WORKFLOW-QUICK-START.md`
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2. Check `api_integration_example.py` for API usage
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3. Implement 4 frontend components
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4. Test with backend APIs (localhost:8011)
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**For Backend Team:**
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- Backend complete, ready for frontend integration
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- Monitor payment approvals via Django admin
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- Add email notifications (optional enhancement)
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**For Testing Team:**
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- Run `test_payment_workflow.py` for regression testing
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- Verify frontend integration once components ready
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- Create E2E automated tests for UI flows
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---
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## 🔧 Quick Commands
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```bash
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# Start backend
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docker compose -f docker-compose.app.yml up -d igny8_backend
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# Restart after code changes
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docker compose -f docker-compose.app.yml restart igny8_backend
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# Run tests
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docker compose -f docker-compose.app.yml exec igny8_backend python test_payment_workflow.py
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# Access Django admin
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http://localhost:8011/admin/billing/payment/
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# Check logs
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docker compose -f docker-compose.app.yml logs -f igny8_backend
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# Database shell
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docker compose -f docker-compose.app.yml exec igny8_backend python manage.py shell
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```
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---
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## 📞 Support
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**Issues:** Check `IMPLEMENTATION-STATUS.md` for known issues (currently: 0)
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**Questions:** Review `PAYMENT-WORKFLOW-QUICK-START.md` troubleshooting section
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**API Docs:** See API examples in documentation files
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---
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**Status:** Backend production-ready. Frontend implementation in progress.
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