Square Payments

SQUARE_CHECKLIST.md

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+# Square Payment Integration - Implementation Checklist
+
+## ✅ Completed Tasks
+
+### Backend Implementation
+- [x] Added Square SDK to `requirements.txt` (squareup==43.2.0.20251016)
+- [x] Created `square_service.py` with payment processing logic
+- [x] Added Square configuration to `config.py` (SQUARE_APPLICATION_ID)
+- [x] Created Square payment schemas in `schemas.py`
+  - [x] SquarePaymentRequest
+  - [x] SquarePaymentResponse
+  - [x] SquareRefundRequest
+- [x] Added Square payment endpoints to `payments.py`
+  - [x] GET /api/v1/payments/config/square
+  - [x] POST /api/v1/payments/square/process
+  - [x] POST /api/v1/payments/square/refund
+
+### Frontend Implementation
+- [x] Created `SquarePayment.tsx` component
+  - [x] Square Web Payments SDK integration
+  - [x] Card input form
+  - [x] Payment tokenization
+  - [x] Error handling
+- [x] Updated `MembershipSetup.tsx` component
+  - [x] Payment method selection UI
+  - [x] Integration with SquarePayment
+  - [x] Cash payment option
+  - [x] Improved flow logic
+- [x] Added Square SDK script to `index.html`
+
+### Configuration
+- [x] Updated `.env.example` with Square variables and comments
+- [x] Verified all Square config variables in `config.py`
+
+### Documentation
+- [x] Created `SQUARE_PAYMENT_SETUP.md` - Comprehensive setup guide
+- [x] Created `SQUARE_IMPLEMENTATION.md` - Implementation details
+- [x] Created `SQUARE_QUICKSTART.md` - Quick start guide
+- [x] Created `deploy-square.sh` - Deployment helper script
+
+### Code Quality
+- [x] No Python syntax errors
+- [x] Proper error handling implemented
+- [x] Security best practices followed
+- [x] PCI compliance maintained (tokenization)
+
+## 📋 Deployment Checklist
+
+Before deploying, complete these steps:
+
+### 1. Square Account Setup
+- [ ] Create/login to Square Developer account
+- [ ] Create application in Square Dashboard
+- [ ] Copy Sandbox credentials:
+  - [ ] Access Token
+  - [ ] Application ID
+  - [ ] Location ID
+
+### 2. Environment Configuration
+- [ ] Create/update `.env` file
+- [ ] Add SQUARE_ACCESS_TOKEN
+- [ ] Add SQUARE_APPLICATION_ID
+- [ ] Add SQUARE_LOCATION_ID
+- [ ] Set SQUARE_ENVIRONMENT=sandbox
+
+### 3. Deployment
+- [ ] Run `./deploy-square.sh` OR
+- [ ] Run `docker-compose down`
+- [ ] Run `docker-compose up -d --build`
+- [ ] Verify containers are running: `docker-compose ps`
+
+### 4. Testing
+- [ ] Access frontend at http://localhost:3000
+- [ ] Login/register a user
+- [ ] Navigate to membership setup
+- [ ] Select a membership tier
+- [ ] Choose "Credit/Debit Card" payment
+- [ ] Test with card: 4111 1111 1111 1111
+- [ ] Verify payment succeeds
+- [ ] Check membership is activated
+- [ ] Verify email is sent
+- [ ] Test cash payment option
+- [ ] Verify admin can see payments
+
+### 5. Admin Testing
+- [ ] Login as admin
+- [ ] View all payments
+- [ ] Test payment refund (if needed)
+- [ ] Approve cash payment
+
+### 6. Production Preparation (When Ready)
+- [ ] Get Square production credentials
+- [ ] Complete Square account verification
+- [ ] Test in sandbox thoroughly first
+- [ ] Update `.env` with production credentials
+- [ ] Change SQUARE_ENVIRONMENT=production
+- [ ] Update Square SDK URL in index.html to production
+- [ ] Test with real card (small amount, can refund)
+- [ ] Monitor logs and Square Dashboard
+
+## 🎯 Quick Test Script
+
+After deployment, run these commands to verify:
+
+```bash
+# Check backend is running
+curl http://localhost:8000/api/v1/payments/config/square
+
+# Expected output (with your actual IDs):
+# {
+#   "application_id": "sandbox-sq0idb-...",
+#   "location_id": "LXXX...",
+#   "environment": "sandbox"
+# }
+
+# Check frontend is running
+curl http://localhost:3000
+
+# Check logs
+docker-compose logs backend | grep -i square
+```
+
+## 📊 Testing Matrix
+
+| Test Case | Expected Result | Status |
+|-----------|----------------|--------|
+| Square payment - valid card | Payment success, membership activated | [ ] |
+| Square payment - declined card | Error shown, payment not created | [ ] |
+| Cash payment | Payment pending, membership pending | [ ] |
+| Admin approve cash payment | Membership activated | [ ] |
+| Admin refund Square payment | Payment refunded in Square | [ ] |
+| Email sent on activation | User receives email | [ ] |
+
+## 🔍 Verification Commands
+
+```bash
+# Check Square SDK installed
+docker-compose exec backend pip list | grep square
+
+# Check configuration loaded
+docker-compose exec backend python -c "from app.core.config import settings; print(settings.SQUARE_ENVIRONMENT)"
+
+# Check database has payments
+docker-compose exec mysql mysql -u membership_user -p -e "SELECT * FROM membership_db.payments LIMIT 5;"
+
+# Check frontend files
+ls -la frontend/src/components/SquarePayment.tsx
+```
+
+## 🐛 Common Issues & Solutions
+
+| Issue | Solution |
+|-------|----------|
+| "Module not found: squareup" | Rebuild backend: `docker-compose build backend` |
+| "SQUARE_APPLICATION_ID not found" | Add to `.env` and restart containers |
+| Square SDK not loading | Check browser console, verify script tag in index.html |
+| Payment fails with 401 | Check SQUARE_ACCESS_TOKEN is correct |
+| Payment fails with location error | Verify SQUARE_LOCATION_ID matches your account |
+
+## 📝 Notes
+
+- All Square credentials are for **SANDBOX** by default
+- No real money is charged in sandbox mode
+- Test cards work only in sandbox environment
+- Keep `.env` file secure and never commit to git
+- Monitor Square Dashboard for transaction details
+- Check backend logs for detailed error messages
+
+## ✅ Sign-off
+
+- [ ] All backend code implemented and tested
+- [ ] All frontend code implemented and tested
+- [ ] Documentation completed
+- [ ] Deployment script created and tested
+- [ ] Environment variables documented
+- [ ] Ready for Square account setup
+- [ ] Ready for deployment
+
+---
+
+**Implementation Status**: ✅ COMPLETE - Ready for Square credentials and deployment
+**Next Step**: Follow SQUARE_QUICKSTART.md to get Square credentials and deploy