# Paid Up [![GitHub version](https://badge.fury.io/gh/gemvein%2Fpaid_up.svg)](http://badge.fury.io/gh/gemvein%2Fpaid_up) [![Build Status](https://travis-ci.org/gemvein/paid_up.svg)](https://travis-ci.org/gemvein/paid_up) [![Coverage Status](https://coveralls.io/repos/gemvein/paid_up/badge.png)](https://coveralls.io/r/gemvein/paid_up) Paid Up is a start-to-finish Stripe subscription engine. You set up the plans and coupons you want on Stripe, and the gem gives you a way to tie those plans and coupons to authenticated users, granting them abilities based on the features outlined for their plan. * Ruby 2, Rails 4 * Authentication by Devise * Authorization by CanCanCan * Subscription by Stripe * Roles by Rolify * Uses Google Tag Manager for Google Analytics `dataLayer` object to provide e-commerce analytics. * Assumes you will be using some variety of Bootstrap, and designed to be quite responsive out of the box. Included views can be overridden with custom views. ## Installation First, add paid_up to your `Gemfile`: gem 'paid_up' To start with, you will need a User model and the corresponding table, set up with your business rules for users, such as profile fields or theme configuration. rails generate model User name:string:unique bio:text Next, install PaidUp for your user model by executing these commands: bundle install rails g paid_up:install rake db:migrate ## Configuration Edit your config file at `config/initializers/paid_up.rb` to set up some other key details. Set your environment variables with your `STRIPE_PUBLISHABLE_KEY` and `STRIPE_SECRET_KEY`. (Check your operating system or IDE's documentation for details. I use the gem `dotenv` for this.) ## Stripe Setup Using your own code or Stripe's convenient web interface, add the plans and coupons you intend to offer. Each plan will also need a record in your own database, so for each `Stripe::Plan` you create, note the `id` and use it as the `stripe_id` in the corresponding `PaidUp::Plan`. At a minimum, you will need an anonymous plan, a free plan, both with a cost amount of `0`; and also at least one paid plan. Coupons do not need any further configuration, other than adding them to your Stripe Account. Next, add a `Stripe::Customer` to serve as the Anonymous User, and subscribe that customer to the anonymous plan. Note the customer's `id` and copy that into your stripe configuration file. Pay close attention to the settings in `Account Settings` under `Subscriptions` and `Emails`, as they have a big effect on how your site behaves. ## Features Setup Set up each `PaidUp::Feature` using the config file. (A config file is used rather than using records in an `ActiveRecord::Base` model because relationships cannot be created at runtime.) Associate the features with the corresponding plans using the `PaidUp::PlanFeatureSetting` model. For an example, check out the seeds file at [`spec/dummy/db/seeds.db`](spec/dummy/db/seeds.db) Possible `:setting_type` values are: `boolean`, `table_rows`, `rolify_rows`. The latter two require a table corresponding to the feature's `:name` value. #### Setting Type: Table Rows In the `table_rows` case, the table and its model must exist. the table should have a `:user_id` column, then you need to add `paid_for` to the model, and from there the appropriate `has_many` and `belongs_to` relationships will be created for you. #### Setting Type: Rolify Rows In the `rolify_rows` case, the table and its model must also exist. Once that is done and the corresponding `PaidUp::Feature` is created, add `paid_for` to the model. This means the resource model will run the `resourcify` method, and the User method will have had the `rolify` method added to it during install, so no further setup is required. #### Scope If you only want to count certain records against a user's tally, for example only records with `active` set to `true`, you can add the scope option with a symbol corresponding to the desired method or scope, like so: class Post < ActiveRecord::Base paid_for scope: :active scope :active, -> { where(active: true) } end ## Enabling Javascript In order for PaidUp's AJAX functionality to work (which is required because Stripe uses AJAX), you will need to add this to your layout file, preferably near the end of the element (for speed reasons): = render_footer_javascript ## Abilities Abilities corresponding to features you have defined will be generated automatically, as an `:own` ability on the specified tables, plus rational defaults for `:manage`, `:index` and `:show` permissions, if you include the `PaidUp::Ability` module and use the `initialize_paid_up(user)` command, like this: # /app/models/ability.rb class Ability include CanCan::Ability include PaidUp::Ability def initialize(user) user ||= User.new # anonymous user (not logged in) # Rails Application's initialization could go here. initialize_paid_up(user) end end ## Controller Your controller should inherit from PaidUp::PaidUpController, which in turn inherits from your own ApplicationController. class GroupsController < PaidUp::PaidUpController ### Models Your user model will need to call the `subscriber` method (this is done for you at install). The resources referred to in your config will need to call `paid_for`, like this: class Group < ActiveRecord::Base paid_for end ### Enabling Google Analytics In your application controller, add: helper PaidUp::PaidUpHelper In your layout view, include the following code snippet, which will only fire when a subscription is made. This needs to go above your call to Google Tag Manager, so that the data in it is available to GTM. = paid_up_google_analytics_data_layer Doing this will populate the e-commerce data in Google Analytics, but you must also have that feature turned on. ### Upgrading #### Version 0.9.0 Version 0.9.0 enabled coupon codes, which are saved on the user's record. Be sure to run `rake paid_up:install:migrations` and migrate your database after upgrading. #### Version 0.8.0 Version 0.8.0 introduced database changes to the foreign key columns to work with namespacing in Rails 4.2.5: `paid_up_plan_feature_settings`.`plan_id` must be changed to `paid_up_plan_feature_settings`.`paid_up_plan_id`. ## Contributing to Paid Up * Check out the latest master to make sure the feature hasn't been implemented or the bug hasn't been fixed yet. * Check out the issue tracker to make sure someone already hasn't requested it and/or contributed it. * Fork the project. * Start a feature/bugfix branch. * Commit and push until you are happy with your contribution. * Make sure to add tests for it. This is important so I don't break it in a future version unintentionally. * Please try not to mess with the Rakefile, version, or history. If you want to have your own version, or is otherwise necessary, that is fine, but please isolate to its own commit so I can cherry-pick around it. ## Contributors * [Karen Lundgren](https://github.com/nerakdon) * [Chad Lundgren](https://github.com/chadlundgren) ## Copyright Copyright (c) 2015-2017 Gem Vein. See LICENSE.txt for further details.