Summary:
Ref T2787. Make this a little more concrete with explicit membership instead of a general edit policy. In particular, we need to know who to email when orders happen, and can't reasonably do that with an edit policy.
I imagine this might eventually get more nuanced (e.g., users who can only approve orders vs users who can manage the merchant itself) but that's a long ways away.
Test Plan: {F216284}
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10681
Summary:
Ref T2787.
- Account members can add and remove other members (major use case is corporate accounts).
- Use a modern edge constant setup.
Test Plan: See screenshots.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10678
Summary: Ref T5835. Show backing amounts in transactions. Account for and show refunds.
Test Plan: {F215869}
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T5835
Differential Revision: https://secure.phabricator.com/D10676
Summary: Ref T2787. Allow merchants to flag orders for review. For now, all orders are flagged for review. Eventually, I could imagine Herald rules for coarse things (e.g., require review of all orders over $1,000, or require review of all orders by users not on a whitelist) and maybe examining fraud data for the providers which support it.
Test Plan: {F215848}
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10675
Summary: Ref T2787. Support multiple payment accounts so you can have personal vs company payment accounts.
Test Plan: See screenshots.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10673
Summary:
Ref T2787. Currently, we dump the user back into the application. Instead, give them a confirmation screen and then let them continue.
Also fix a couple of unit tests I adjusted the underlying behavior of somewhat-recently in libphutil.
Test Plan: {F215498}
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10672
Summary: Ref T2787. These don't necessarily do a ton yet, but we can get PayPal out of hold, at least.
Test Plan: Updated charges from all providers. Cleared a PayPal hold.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10670
Summary:
Ref T2787. When Paypal comes back to us with funds on hold, dead-end the transaction but handle it properly.
Generally, smooth out the user interaction on weird states.
Implement refudnds/cancels for Paypal.
Test Plan: {F215230}
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10667
Summary:
Ref T2787. Currently, we kill a cart and dead-end the workflow on a charge failure.
Instead, fail the charge and reset the cart so the user can try using a valid payment instrument like a normal checkout workflow would.
Some shakiness/smoothing on WePay for the moment; PayPal is still made up since we don't have a "Hold" state yet.
Test Plan: {F215214}
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10666
Summary:
Ref T2787. This has some rough edges but basically works.
- Users can cancel orders that are in incomplete states (or in complete states, if the application allows them to -- for example, some future application might allow cancellation of billed-but-not-shipped orders).
- Merchant controllers can partially or fully refund orders from any state after payment.
Test Plan: This is still rough around the edges, but issued Stripe and WePay refunds.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: chad, epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10664
Summary:
Ref T2787.
- Allow merchants to disable payment providers.
- Show more useful information about providers on the payments page.
- Make test vs live more clear.
- Show merchant status.
- Add a description to merchants to flesh them out a bit -- the merchant areas of responsibilities seem to be fitting well with accounts, etc.
Test Plan: {F215109}
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10662
Summary:
Ref T2787. Builds on D10649 by rebining existing objects (carts, charges, etc) to merchantPHIDs and providerPHIDs instead of an implicit global merchant and weird global artifacts (providerType / providerKey).
Basically:
- When you create something that users can pay for, you specify a merchant to control where the payment goes.
- Accounts are install-wide, but payment methods are bound to merchants. This seems to do a reasonable job of balancing usability and technical concerns.
- Replace a bunch of weird links between objects with standard PHIDs.
- Improve "add payment method" flow.
Test Plan: Went through the Fund flow with Stripe and WePay, funding an initiative.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10652
Summary:
Ref T2787. Instead of making providers global configuration, make them a thing on merchants with web configuration.
Payment methods and some of the pyament workflow needs to be retooled a bit after this, but this seemed like a reasonable cutoff point for this diff.
Test Plan: See screenshots.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10649
Summary:
Ref T2787. Currently, you add payment providers (Stripe, Paypal, etc) in global configuration.
Generally, this approach is cumbersome, limiting, and often hard for users to figure out. It also doesn't provide a natural way to segment payment receivers or provide web access to administrative payment functions like issuing refunds, canceling orders, etc. I think that stuff definitely needs to be in the web UI, and the rule for access to it can't reasonably just be "all administrators" in a lot of reasonable cases.
The only real advantage is that it prevents an attacker from adjusting settings and pointing something at an account they control. But this attack can be mitigated through notifications, some sort of CLI-only merchant lock, payment accounts being relatively identifiable, etc.
So introduce "merchants", which are basically payable entities. An individual merchant will have attached Paypal, Stripe, etc., accounts, and access rules. When you buy something in an application, the merchant to pay is also specified. They also provide an umbrella for dealing with permissions down the line.
This may get a //little// cumbersome because if there are several merchants your saved card information is not shared across them. I think that will be fine in the normal case (most installs will have only one merchant). Even if it isn't and we leave providers global, I think introducing this is the right call from a web UI / permissions point of view. I'll play around with it in the next couple of diffs and figure out exactly where the line goes.
Test Plan: Listed, created, edited, viewed merchants.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10648
Summary:
Ref T2787. These were still stuck in the stone ages.
(The handles are pretty skeletal but most aren't used anywehre.)
Test Plan: Funded an initiative without anything breaking. Grepped for removed constants.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10647
Summary:
Ref T2787. This doesn't get all the edge cases quite correct, but is generally a safe, complete payment workflow:
- Shares the actual charging state logic.
- Makes it appropriately stateful with locking and transactions.
- Gets the main flow correct.
- Detects failure cases, just tends to blow up rather than help the user resolve them.
Test Plan:
- Charged with WePay.
- Charged with Infinite Free Money.
- Resumed an abandoned cart.
- Hit all failure states where we just dead-end the cart. Not ideal, but (seemingly) complete/safe/correct.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10639
Summary: Ref T2787. Similar to D10634, give applications more control over the cart workflow. For now this just means they get to pick exit URIs, but in the future they can manage more details of cart behavior.
Test Plan: Funded an initiative and got returned to the initiative instead of dead-ending in Phortune.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10638
Summary:
Ref T2787. When a user purchases a product in Phortune, transition the cart through a purchased state and invoke product callbacks so applications can respond to the workflow.
Also shore up some stuff like preventing negative amounts of funding.
Test Plan: Backed an initiative and saw it show up on the initiative after completing the purcahsing workflow.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10635
Summary: Ref T2787. `Product` is currently a fairly heavy object, but as Phortune develops it makes a lot of sense to make it a lighter object and put more product logic in applications. Convert it into a fairly lightweight reference to applications. The idea is that Phortune is mostly providing a cart flow, and applications manage the details of products.
Test Plan: Funded an initiative for $1.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10634
Summary:
Ref T2787. Phortune currently stores a bunch of stuff as `...inUSDCents`. This ends up being pretty cumbersome and I worry it will create a huge headache down the road (and possibly not that far off if we do Coinbase/Bitcoin soon). Even now, it's more of a pain than I figured it would be.
Instead:
- Provide an application-level serialization mechanism.
- Provide currency serialization.
- Store currency in an abstract way (currently, as "1.23 USD") that can handle currencies in the future.
- Change all `...inUSDCents` to `..asCurrency`.
- This generally simplifies all the application code.
- Also remove some columns which don't make sense or don't make sense anymore. Notably, `Product` is going to get more abstract and mostly be provided by applications.
Test Plan:
- Created a new product.
- Purchased a product.
- Backed an initiative.
- Ran unit tests.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10633
Summary:
Ref T1191. Now that the whole database is covered, we don't need to do as much work to build expected schemata. Doing them database-by-database was helpful in converting, but is just reudndant work now.
Instead of requiring every application to build its Lisk objects, just build all Lisk objects.
I removed `harbormaster.lisk_counter` because it is unused.
It would be nice to autogenerate edge schemata, too, but that's a little trickier.
Test Plan: Database setup issues are all green.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley, hach-que
Maniphest Tasks: T1191
Differential Revision: https://secure.phabricator.com/D10620
Summary: Ref T2787. This provides a purchase detail screen (which has nothing useful on it yet) and converts a bunch of PHIDs into slightly more useful links.
Test Plan: Browsed around my account.
Reviewers: btrahan
Reviewed By: btrahan
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10284
Summary: Ref T2787. There were some mega-uggo buttons and such; reduce the uggo-ness by a hair.
Test Plan: {F179686}
Reviewers: btrahan, chad
Reviewed By: chad
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10006
Summary:
Ref T2787. Carts need a status so we can tell if they've been purchased. Also kind of get WePay working as a one-time provider, and let charges not have a methodPHID (they won't for one-time providers).
All the status stuff is still super crazy rough and you can do things like start a checkout, add a bunch of stuff to your cart, complete the checkout, and have Phabricator think you paid for all the stuff you added. But this is fine for now since you can't actually edit carts, and also none of this is at all usable anyway. I'll refine some of the workflows in future diffs, for now I'm just getting things hooked up and technically working.
Test Plan:
- Purcahsed a cart and got a sort of status/done screen instead of a "your money is gone" exception.
- Went through the WePay flow and got a successful test checkout.
Reviewers: btrahan, chad
Reviewed By: chad
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10003
Summary: Ref T2787. Makes charges a real object, allows providers to apply them. We are now (just barely) capable of stealing users' money.
Test Plan: {F179584}
Reviewers: btrahan, chad
Reviewed By: chad
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10002
Summary:
Ref T2787. Make carts and purchases real objects, with storage, that kind-of work.
Roughly, the idea here is that applications create "purchases" (like "1 large t-shirt") and add them to "carts" (a user can have a lot of different carts at the same time), then hand things off to Phortune to deal with actualy charging a card. Roughly this works like Paypal or other similar systems do, except Phortune is the thing the user gets handed off to.
This doesn't do anything interesting/useful yet.
Also fix some bugs and update some UI.
Test Plan: Added a product to a cart, saw it in cart screen.
Reviewers: btrahan, chad
Reviewed By: chad
Subscribers: epriestley
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D10001
Summary: This is a small fix for Phortune so that policies don't prevent the user accounts from being implicitly created when they first visit Phortune.
Test Plan: Visited Phortune and it worked.
Reviewers: epriestley, #blessed_reviewers
Reviewed By: epriestley
CC: Korvin, epriestley, aran
Differential Revision: https://secure.phabricator.com/D7758
Summary:
Ref T603. Adds clarifying text which expands on policies and explains exceptions and rules. The goal is to provide an easy way for users to learn about special policy rules, like "task owners can always see a task".
This presentation might be a little aggressive. That's probably OK as we introduce policies, but something a little more tempered might be better down the road.
Test Plan: See screenshot.
Reviewers: btrahan, chad
Reviewed By: chad
CC: aran
Maniphest Tasks: T603
Differential Revision: https://secure.phabricator.com/D7150
Summary:
Ref T3599
Go through everything, grep a bit, replace some bits.
Test Plan: Navigate around a bit
Reviewers: epriestley
Reviewed By: epriestley
CC: Korvin, aran
Maniphest Tasks: T3599
Differential Revision: https://secure.phabricator.com/D6871
Summary:
We can get this out of PHIDType reasonably in all cases and simplify implementation here.
None of these translate correctly anyway so they're basically debugging/development strings.
Test Plan: `grep`, browsed some transactions
Reviewers: btrahan
Reviewed By: btrahan
CC: aran
Differential Revision: https://secure.phabricator.com/D6786
Summary:
Ref T2787. See discussion in D5834.
- Replace `PhortuneUtil` with `PhortuneCurrency`, which feels a little better and more flexible / future-proof.
- Add unit tests.
- Display prices explicitly as "$... USD".
Test Plan: Hit product list, cart, purchase flow, verified displays.
Reviewers: btrahan
Reviewed By: btrahan
CC: aran
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D5841
Summary:
Paypal doesn't let us capture cards in a PCI-free way like Stripe and Balanced do, but we can provide a "pay with paypal" option at checkout. (For subscriptions, we'll have to invoice monthly to retain control over billing, but this doesn't seem wildly unreasonable.) The bitcoin provider MtGox works in a similar way, as do some other providers we might some day want to implement.
This adds:
- Hooks to providers so they can offer "pay once at checkout" workflows.
- Hooks so providers can have controllers, for redirect-based third-party workflows.
- Basic Paypal integration using the "Express Checkout Merchant API", which seems like the best fit for our use case. This only goes as far as shoving the user through the payment flow; we don't actually capture payments yet (paypal has around 35 different APIs, but this one seems to be the only PCI-free one which wouldn't give users an awful experience).
This diff is fairly checkpointey, but Phortune doesn't really bill anything yet anyway. Ref T2787.
Test Plan: Ran through Paypal sandbox workflow; "paid" for stuff.
Reviewers: btrahan
Reviewed By: btrahan
CC: aran
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D5834
Summary:
This has no real behavioral changes (except better error handling), it just factors things out to be a bit cleaner. In particular:
- Move more shared form behaviors into the common JS form component.
- Move more error handling into shared pathways.
- Make the specialized Stripe / Balanced methods do less work.
This needs some more polish for nontrival errors (especially on the Balanced side) but none of the error behavior is worse than it was and a lot of it is much better.
Ref T2787.
Test Plan: Hit all invalid form errors, added valid payment methods with Stripe and Balacned.
Reviewers: btrahan, chad
Reviewed By: btrahan
CC: aran
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D5771
Summary:
Ref T2787. For payment methods that allow you to add a billable method (i.e., a credit card), move all the logic into the provider. In particular:
- Providers may (Stripe, Balanced) or may not (Paypal, MtGox) allow you to add rebillable payment methods. Providers which don't allow rebillable methods will appear at checkout instead and we'll just invoice you every month if you don't use a rebillable method.
- Providers which permit creation of rebillable methods handle their own data entry, since this will be per-provider.
- "Add Payment Method" now prompts you to choose a provider. This is super ugly and barely-usable for the moment. When there's only one choice, we'll auto-select it in the future.
Test Plan: Added new Stripe payment methods; hit all the Stripe errors.
Reviewers: btrahan, chad
Reviewed By: btrahan
CC: aran
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D5756
Summary: Abstract out the Stripiness of payment providers so we can add a Test provider (and maybe MtGox / Balanced / Paypal / etc). Ref T2787.
Test Plan: Ran unit tests.
Reviewers: btrahan, chad
Reviewed By: btrahan
CC: aran
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D5752
Summary: Although I imagine we aren't really going to have an "add to cart" type storefront, putting this in place makes a lot of other workflows simpler. No storage yet, just allows reasonable construction of a "buy stuff" page.
Test Plan: {F41342}
Reviewers: chad, btrahan
Reviewed By: chad
CC: aran
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D5745
Summary:
Ref T2787. A product is the abstract representation of something you can buy or rent/subscribe to. Although the interface isn't locked down yet, this would ultimately be internal/administrative.
Products likely have some user-facing skin on top of them: plans would have a purchasing/comparison flow, physical goods would have a storefront, etc., so products don't have any information like descriptions or images, just the data that Phortune needs to correctly bill accounts.
Generally, this is very basic for the moment.
Test Plan:
{F37594}
{F37595}
{F37596}
Reviewers: chad, btrahan
Reviewed By: btrahan
CC: aran
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D5441
Summary:
Hook @btrahan's Stripe form to the rest of Phortune.
- Users can add payment methods.
- They are saved to Stripe and associated with PhortunePaymentMethods on our side.
- Payment methods appear on account overview.
Test Plan:
{F37548}
{F37549}
{F37550}
Reviewers: chad, btrahan
Reviewed By: btrahan
CC: aran
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D5438
Summary:
Ref T2787. This does very little so far, but makes inroads on accounts and billing. This is mostly just modeled on what Stripe looks like. The objects are:
- **Account**: Has one or more authorized users, who can make manage the account. An example might be "Phacility", and the three of us would be able to manage it. A user may be associated with more than one account (e.g., a corporate account and a personal account) but the UI tries to simplify the common case of a single account.
- **Payment Method**: Something we can get sweet sweet money from; for now, a credit card registered with Stripe. Payment methods are associated with an account.
- **Product**: A good (one time charge) or service (recurring charge). This might be "t-shirt" or "enterprise plan" or "hourly support" or whatever else.
- **Purchase**: Represents a user purchasing a Product for an Account, using a Payment Method. e.g., you bought a shirt, or started a plan, or purchased support.
- **Charge**: Actual charges against payment methods. A Purchase can create more than one charge if it's a plan, or if the first charge fails and we re-bill.
This doesn't fully account for stuff like coupons/discounts yet but they should fit into the model without any issues.
This only implements `Account`, and that only partially.
Test Plan: {F37531}
Reviewers: chad, btrahan
Reviewed By: btrahan
CC: aran
Maniphest Tasks: T2787
Differential Revision: https://secure.phabricator.com/D5435
