SolidusPaypalBraintree

solidus_paypal_braintree is an extension that adds support for using Braintree as a payment source in your Solidus store. It supports Apple Pay, PayPal, and credit card transactions.

Installation

Add solidus_paypal_braintree to your Gemfile:

gem 'solidus_paypal_braintree', github: 'solidusio/solidus_paypal_braintree', branch: :master

Bundle your dependencies and run the installation generator:

bundle
bundle exec rails g solidus_paypal_braintree:install

Basic Setup

Retrieve Braintree account details

You'll need the following account details:

• Merchant ID
• Public key
• Private key

These values can be obtained by logging in to your Braintree account, going to Account -> My User and clicking View Authorizations in the API Keys, Tokenization Keys, Encryption Keys section.

Create a new payment method

Payment methods can accept preferences either directly entered in admin, or from a static source in code. For most projects we recommend using a static source, so that sensitive account credentials are not stored in the database.

1. Set static preferences in an initializer

# config/initializers/spree.rb
Spree::Config.configure do |config|
  config.static_model_preferences.add(
    SolidusPaypalBraintree::Gateway,
    'braintree_credentials', {
      environment: ENV.fetch('BRAINTREE_ENVIRONMENT'), # production or sandhox (braintree)
      merchant_id: ENV.fetch('BRAINTREE_MERCHANT_ID'),
      public_key: ENV.fetch('BRAINTREE_PUBLIC_KEY'),
      private_key: ENV.fetch('BRAINTREE_PRIVATE_KEY'),
      paypal_flow: 'vault', # 'checkout' is accepted too
    }
  )
end

Other optional preferences are discussed below.

2. Visit /admin/payment_methods/new

3. Set provider to SolidusPaypalBraintree::Gateway

4. Click "Save"

5. Choose braintree_credentials from the Preference Source select

6. Click Update to save

Alternatively, create a payment method from the Rails console with:

SolidusPaypalBraintree::Gateway.new(
  name: "Braintree",
  preference_source: "braintree_credentials"
).save

Configure payment types

Your payment method can accept payments in three ways: through Paypal, through ApplePay, or with credit card details entered directly by the customer. By default all are disabled for all your site's stores.

1. Visit /solidus_paypal_braintree/configurations/list

2. Check the payment types you'd like to accept. If your site has multiple stores, there'll be a set of checkboxes for each.

3. Click Save changes to save

Or from the console:

Spree::Store.all.each do |store|
  store.create_braintree_configuration(
    credit_card: true,
    paypal: true,
    apple_pay: true
  )
end

4. If your site uses an unmodified solidus_frontend, it should now be ready to take payments. See below for more information on configuring Paypal and ApplePay.

5. Typical Solidus sites will have customized frontend code, and may require some additional work. Use lib/views/frontend/spree/checkout/payment/_paypal_braintree.html.erb and app/assets/javascripts/solidus_paypal_braintree/checkout.js as models.

Apple Pay

Developing with Apple Pay

You'll need the following:

• A device running iOS 10+.
• An Apple Pay sandbox account. You can check out Apple's documentation for additional help in performing this step.
• A site served via HTTPS. To set this up for development we recommend setting up a reverse proxy server. There are lots of guides on how this can be achieved.
• A Braintree sandbox account with Apple Pay enabled (Settings>Processing) and configured (Settings>Processing>Options) with your Apple Merchant ID and the HTTPS domain for your site.
• A sandbox user logged in to your device, with a test card in its Wallet

Enabling Apple Pay for custom frontends

The following is a relatively bare-bones implementation to enable Apple Pay on the frontend:

<% if current_store.braintree_configuration.apple_pay? %>
  <script src="https://js.braintreegateway.com/web/3.22.1/js/apple-pay.min.js"></script>

  <button id="apple-pay-button" class="apple-pay-button"></button>

  <script>
    var applePayButtonElement = document.getElementById('apple-pay-button');
    var applePayOptions = {
      paymentMethodId: <%= id %>,
      storeName: "<%= current_store.name %>",
      orderEmail: "<%= current_order.email %>",
      amount: "<%= current_order.total %>",
      shippingContact: {
        emailAddress: '<%= current_order.email %>',
        familyName: '<%= address.firstname %>',
        givenName: '<%= address.lastname %>',
        phoneNumber: '<%= address.phone %>',
        addressLines: ['<%= address.address1 %>','<%= address.address2 %>'],
        locality: '<%= address.city %>',
        administrativeArea: '<%= address.state.name %>',
        postalCode: '<%= address.zipcode %>',
        country: '<%= address.country.name %>',
        countryCode: '<%= address.country.iso %>'
      }
    };
    var button = new SolidusPaypalBraintree.createApplePayButton(applePayButtonElement, applePayOptions);
    button.initialize();
  </script>
<% end %>

Further Apple Pay information

Braintree has some excellent documentation on what you'll need to do to get Apple Pay up and running.

For additional information check out Apple's documentation and Braintree's documentation.

PayPal

A default checkout view is provided that will display PayPal as a payment option. It will only be displayed if the SolidusPaypalBraintree::Gateway payment method is configured to display on the frontend and PayPal is enabled in the store's configuration.

The checkout view initializes the PayPal button using the Vault flow, which allows the source to be reused. If you want, you can use Checkout with PayPal instead, which doesn't allow you to reuse sources but allows your customers to pay with their PayPal balance (see setup instructions).

If you are creating your own checkout view or would like to customize the options that get passed to tokenize , you can initialize your own using the PaypalButton JS object:

var button = new PaypalButton(document.querySelector("#your-button-id"));

button.initialize({
  // your configuration options here
});

After successful tokenization, a callback function is invoked that submits the transaction via AJAX and advances the order to confirm. It is possible to provide your own callback function to customize the behaviour after tokenize as follows:

var button = new PaypalButton(document.querySelector("#your-button-id"));

button.setTokenizeCallback(your-callback);

Express checkout from the cart

A PayPal button can also be included on the cart view to enable express checkouts:

render "spree/shared/paypal_cart_button"

PayPal configuration

If your store requires the phone number into user addresses you'll need to configure PayPal to return the phone back when it returns the address used by the user:

1. Log into your PayPal account
2. Go to Profile -> My Selling Tools -> Website preferences
3. Set Contact Telephone to On (Required Field) or On (Optional Field)

Using the option Off will not make the address valid and will raise a validation error.

Optional configuration

Accepting multiple currencies

The payment method also provides an optional preference merchant_currency_map. This preference allows users to provide different Merchant Account Ids for different currencies. If you only plan to accept payment in one currency, the defaut Merchant Account Id will be used and you can omit this option. An example of setting this preference can be found here.

Default store configuration

The migrations for this gem will add a default configuration to all stores that has each payment type disabled. It also adds a before_create callback to Spree::Store that builds a default configuration. You can customize the default configuration that gets created by overriding the private build_default_configuration method on Spree::Store.

Testing

First bundle your dependencies, then run rake. rake will default to building the dummy app if it does not exist, then it will run specs, and Rubocop static code analysis. The dummy app can be regenerated by using rake test_app.

bundle
bundle exec rake

When testing your applications integration with this extension you may use it's factories. Simply add this require statement to your spec_helper:

require 'solidus_paypal_braintree/factories'

Copyright (c) 2016 Stembolt, released under the New BSD License