sasa-membership/SQUARE_IMPLEMENTATION.md

Square Payment Integration - Implementation Summary

What Has Been Implemented

Square payment processing has been successfully integrated into the SASA Membership Portal as an alternative to cash/dummy payments.

Files Created

Backend

1. backend/app/services/square_service.py - Square payment service

   • Payment creation and processing
   • Payment retrieval and verification
   • Refund processing
   • Customer management

2. backend/app/schemas/schemas.py - Updated with Square schemas

   • SquarePaymentRequest - Payment request schema (accepts tier_id instead of membership_id)
   • SquarePaymentResponse - Payment response schema (includes created membership_id)
   • SquareRefundRequest - Refund request schema

3. backend/app/api/v1/payments.py - Updated with Square endpoints

   • GET /api/v1/payments/config/square - Get Square config for frontend
   • POST /api/v1/payments/square/process - Process Square payment
   • POST /api/v1/payments/square/refund - Refund payment (admin only)

Frontend

1. frontend/src/components/SquarePayment.tsx - Square payment component

   • Square Web Payments SDK integration
   • Card input form
   • Payment tokenization and processing
   • Error handling

2. frontend/src/components/MembershipSetup.tsx - Updated membership flow

   • Payment method selection (Square or Cash)
   • Integration with SquarePayment component
   • Improved user experience

3. frontend/index.html - Added Square SDK script tag

Dependencies

1. backend/requirements.txt - Updated with:
   • squareup==43.2.0.20251016
   • pydantic==2.10.3 (upgraded from 2.5.0)
   • pydantic-settings==2.6.1 (upgraded from 2.1.0)
   • python-dateutil==2.8.2 (for membership date calculations)

Configuration

1. backend/requirements.txt - Added Square SDK and python-dateutil dependencies
2. .env - Configured with Square sandbox credentials
3. backend/app/core/config.py - Added SQUARE_APPLICATION_ID

Documentation

1. SQUARE_PAYMENT_SETUP.md - Comprehensive setup guide

Files Modified

• backend/requirements.txt - Added Square SDK and updated pydantic versions
• backend/app/core/config.py - Added SQUARE_APPLICATION_ID setting
• backend/app/schemas/schemas.py - Added Square payment schemas
• backend/app/schemas/__init__.py - Exported Square schemas
• backend/app/api/v1/payments.py - Added Square payment endpoints with membership creation
• frontend/src/components/MembershipSetup.tsx - Added payment method selection and flow logic
• frontend/src/components/SquarePayment.tsx - Created complete Square payment component
• frontend/index.html - Added Square SDK script
• .env - Configured with Square sandbox credentials

Key Features

Payment Processing

• ✅ Credit/debit card payments via Square
• ✅ Secure tokenization (PCI-compliant)
• ✅ Sandbox environment configured and tested
• ✅ Membership created ONLY after successful payment (no orphaned PENDING memberships)
• ✅ Automatic membership activation with ACTIVE status on successful payment
• ✅ Payment confirmation emails
• ✅ Transaction ID tracking
• ✅ User-friendly error messages for declined cards
• ✅ Failed payments don't create memberships (users can retry)

User Experience

• ✅ Payment method selection (Square or Cash)
• ✅ Integrated card payment form with Square Web Payments SDK
• ✅ Real-time validation and error handling
• ✅ User-friendly error messages (not raw API errors)
• ✅ Clear payment status feedback
• ✅ Different confirmation messages for Square (Active) vs Cash (Pending)
• ✅ Test mode indicators in sandbox
• ✅ Errors clear when changing payment methods
• ✅ Ability to retry failed payments without issues

Admin Features

• ✅ Payment refund capability
• ✅ Full payment history
• ✅ Transaction tracking
• ✅ Manual payment approval for cash

Security

• ✅ Card data never touches your server
• ✅ Square handles PCI compliance
• ✅ Idempotency keys prevent duplicate charges
• ✅ Authentication required for all payment endpoints
• ✅ Admin-only refund access

Next Steps for Production

When Ready to Go Live

1. Get approved by Square for production processing
2. Update .env with production credentials:

   SQUARE_ACCESS_TOKEN=your-production-access-token
   SQUARE_ENVIRONMENT=production
   SQUARE_LOCATION_ID=your-production-location-id
   SQUARE_APPLICATION_ID=your-production-application-id
   

3. Test thoroughly in production sandbox first
4. Monitor first transactions closely

Support

For detailed setup instructions, see SQUARE_PAYMENT_SETUP.md

For Square-specific questions:

• Square Developer Docs: https://developer.squareup.com/docs
• Square Support: https://squareup.com/help/contact

Test Card Numbers (Sandbox)

Card Number	Result	User Message
4111 1111 1111 1111	Success	Payment Successful!
4000 0000 0000 0002	Generic Decline	Your card was declined. Please try a different payment method.
4000 0000 0000 0036	Insufficient Funds	Insufficient funds. Please try a different payment method.
5105 1051 0510 5100	Success (Mastercard)	Payment Successful!

CVV: Any 3 digits (e.g., 111)
Expiry: Any future date (e.g., 12/26, 01/27)

Payment Flow

Square Payment Flow

1. User selects membership tier
2. User chooses "Credit/Debit Card" payment method
3. Square payment form appears with card input
4. User enters card details
5. Square SDK tokenizes card (card data never touches your server)
6. Token sent to backend with tier_id
7. Backend processes payment with Square API
8. If successful:
   • Membership created with ACTIVE status
   • Payment record created with COMPLETED status and transaction ID
   • Confirmation email sent
   • User sees "Payment Successful!" message
9. If declined:
   • No membership created
   • User sees friendly error message
   • User can retry with different card
10. User returns to dashboard

Cash Payment Flow

1. User selects membership tier
2. User chooses "Cash" payment method
3. Membership created immediately with PENDING status
4. User sees "Membership Application Submitted!" message
5. Admin reviews and approves payment
6. Membership activated to ACTIVE status
7. Activation email sent

Implementation Notes

Critical Fixes Applied

1. Payment Flow Logic: Memberships are now created ONLY after successful Square payment, preventing orphaned PENDING memberships from failed payment attempts
2. Square SDK API: Corrected method calls to use payments.create(), payments.get(), customers.create() with keyword arguments (not body dict)
3. Error Handling: User-friendly error messages instead of raw Square API responses
4. Response Handling: Fixed to check result.errors instead of .is_success() method
5. Frontend URLs: Using relative paths (/api/v1/...) instead of hardcoded localhost
6. Error Clearing: Errors properly cleared when switching payment methods
7. Status Display: Different confirmation messages for Active (Square) vs Pending (Cash) memberships

Technical Details

• Square SDK version: 43.2.0.20251016
• Environment: Sandbox (configured in .env)
• Payment currency: GBP (pence conversion: amount * 100)
• Pydantic upgraded to 2.10.3 to resolve dependency conflicts
• Added python-dateutil for membership date calculations (1 year from start)

Current Status

✅ FULLY FUNCTIONAL AND TESTED

The Square payment integration is complete, tested, and working in sandbox mode:

• Successful payments create ACTIVE memberships immediately
• Declined payments show user-friendly errors without creating memberships
• Users can retry failed payments
• Cash payments still work with PENDING status for admin approval
• All payment flows properly tested with Square sandbox test cards

Summary

The Square payment integration is fully implemented, tested, and working in sandbox mode. Users can now:

• Pay for memberships securely with credit/debit cards
• Choose between Square payments (instant activation) and cash payments (admin approval)
• Receive immediate membership activation on successful Square payment
• See clear, user-friendly error messages for declined cards
• Retry failed payments without issues

All payment data is handled securely by Square, ensuring PCI compliance. The system properly prevents orphaned memberships from failed payment attempts and provides different user experiences for Square (ACTIVE immediately) vs Cash (PENDING for approval) payment methods.