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Updated Guest pay and Client Add Delete Payments, adjustedsetting saved payment per recurring invoice

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This commit is contained in:
johnnyq
2025-07-09 01:45:56 -04:00
parent 307d9892b2
commit 9bc705bfa1
14 changed files with 562 additions and 545 deletions
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134
client/autopay.php
View File

@@ -1,134 +0,0 @@
<?php
/*
* Client Portal
* Auto-pay configuration for PTC/finance contacts
*/
require_once "includes/inc_all.php";
if ($session_contact_primary == 0 && !$session_contact_is_billing_contact) {
header("Location: post.php?logout");
exit();
}
// Initialize stripe
require_once '../plugins/stripe-php/init.php';
// Get Stripe vars
$stripe_vars = mysqli_fetch_array(mysqli_query($mysqli, "SELECT config_stripe_enable, config_stripe_publishable, config_stripe_secret FROM settings WHERE company_id = 1"));
$config_stripe_enable = intval($stripe_vars['config_stripe_enable']);
$config_stripe_publishable = nullable_htmlentities($stripe_vars['config_stripe_publishable']);
$config_stripe_secret = nullable_htmlentities($stripe_vars['config_stripe_secret']);
// Get client's StripeID from database
$stripe_client_details = mysqli_fetch_array(mysqli_query($mysqli, "SELECT * FROM client_stripe WHERE client_id = $session_client_id LIMIT 1"));
if ($stripe_client_details) {
$stripe_id = sanitizeInput($stripe_client_details['stripe_id']);
$stripe_pm = sanitizeInput($stripe_client_details['stripe_pm']);
}
// Stripe not enabled in settings
if (!$config_stripe_enable || !$config_stripe_publishable || !$config_stripe_secret) {
echo "Stripe payment error - Stripe is not enabled, please talk to your helpdesk for further information.";
include_once 'includes/footer.php';
exit();
}
?>
<h3>AutoPay</h3>
<div class="row">
<div class="col-md-10">
<!-- Setup pt1: Stripe ID not found / auto-payment not configured -->
<?php if (!$stripe_client_details || empty($stripe_id)) { ?>
<b>Save card details</b><br>
In order to set up automatic payments, you must create a customer record in Stripe.<br>
First, you must authorize Stripe to store your card details for the purpose of automatic payment.
<br><br>
<div class="col-5">
<form action="post.php" method="POST">
<div class="form-group">
<div class="custom-control custom-checkbox">
<input class="custom-control-input" type="checkbox" id="consent" name="consent" value="1" required>
<label for="consent" class="custom-control-label">
I grant consent for automatic payments
</label>
</div>
</div>
<div class="form-group">
<button type="submit" class="form-control btn-success" name="create_stripe_customer">Create Stripe Customer Record</button>
</div>
</form>
</div>
<?php }
// Setup pt2: Stripe ID found / payment may be configured -->
elseif (empty($stripe_pm)) { ?>
<b>Save card details</b><br>
Please add the payment details you would like to save.<br>
By adding payment details here, you grant consent for future automatic payments of invoices.<br><br>
<input type="hidden" id="stripe_publishable_key" value="<?php echo $config_stripe_publishable ?>">
<script src="https://js.stripe.com/v3/"></script>
<script src="../js/autopay_setup_stripe.js"></script>
<div id="checkout">
<!-- Checkout will insert the payment form here -->
</div>
<?php }
// Manage the saved card
else { ?>
<b>Manage saved payment methods</b>
<?php
try {
// Initialize
$stripe = new \Stripe\StripeClient($config_stripe_secret);
// Get payment method info (last 4 digits etc)
$payment_method = $stripe->customers->retrievePaymentMethod(
$stripe_id,
$stripe_pm,
[]
);
} catch (Exception $e) {
$error = $e->getMessage();
error_log("Stripe payment error - encountered exception when fetching payment method info for $stripe_pm: $error");
logApp("Stripe", "error", "Exception when fetching payment method info for $stripe_pm: $error");
}
$card_name = nullable_htmlentities($payment_method->billing_details->name);
$card_brand = nullable_htmlentities($payment_method->card->display_brand);
$card_last4 = nullable_htmlentities($payment_method->card->last4);
$card_expires = nullable_htmlentities($payment_method->card->exp_month) . "/" . nullable_htmlentities($payment_method->card->exp_year);
?>
<ul><li><?php echo "$card_name - $card_brand card ending in $card_last4, expires $card_expires"; ?></li></ul>
<hr>
<b>Actions</b><br>
- <a href="post.php?stripe_remove_pm&pm=<?php echo $stripe_pm; ?>">Remove saved payment method</a>
<?php } ?>
</div>
</div>
<?php
require_once "includes/footer.php";

2
client/includes/header.php
View File

@@ -58,7 +58,7 @@ header("X-Frame-Options: DENY"); // Legacy
<a class="dropdown-item" href="invoices.php">Invoices</a>
<a class="dropdown-item" href="recurring_invoices.php">Recurring Invoices</a>
<a class="dropdown-item" href="quotes.php">Quotes</a>
<a class="dropdown-item" href="autopay.php">Auto Payment</a>
<a class="dropdown-item" href="saved_payment_methods.php">Saved Payments</a>
</div>
</li>
<?php } ?>

423
client/post.php
View File

@@ -438,109 +438,159 @@ if (isset($_POST['create_stripe_customer'])) {
exit();
}
// Get Stripe vars
$stripe_vars = mysqli_fetch_array(mysqli_query($mysqli, "SELECT config_stripe_enable, config_stripe_publishable, config_stripe_secret FROM settings WHERE company_id = 1"));
$config_stripe_enable = intval($stripe_vars['config_stripe_enable']);
$config_stripe_secret = nullable_htmlentities($stripe_vars['config_stripe_secret']);
// Get Stripe provider
$stripe_provider_result = mysqli_query($mysqli, "
SELECT * FROM payment_providers
WHERE payment_provider_name = 'Stripe'
AND payment_provider_active = 1
LIMIT 1
");
if (!$config_stripe_enable) {
header("Location: autopay.php");
$stripe_provider = mysqli_fetch_array($stripe_provider_result);
if (!$stripe_provider) {
$_SESSION['alert_type'] = "danger";
$_SESSION['alert_message'] = "Stripe provider is not configured in the system.";
header("Location: saved_payment_methods.php");
exit();
}
// Include stripe SDK
require_once '../plugins/stripe-php/init.php';
$stripe_provider_id = intval($stripe_provider['payment_provider_id']);
$stripe_secret_key = nullable_htmlentities($stripe_provider['payment_provider_private_key']);
// Get client's StripeID from database (should be none)
$stripe_client_details = mysqli_fetch_array(mysqli_query($mysqli, "SELECT stripe_id FROM client_stripe WHERE client_id = $session_client_id LIMIT 1"));
if (!$stripe_client_details) {
if (empty($stripe_secret_key)) {
$_SESSION['alert_type'] = "danger";
$_SESSION['alert_message'] = "Stripe credentials missing. Please contact support.";
header("Location: saved_payment_methods.php");
exit();
}
// Check if client already has a Stripe customer
$existing_customer = mysqli_fetch_array(mysqli_query($mysqli, "
SELECT payment_provider_client
FROM client_payment_provider
WHERE client_id = $session_client_id
AND payment_provider_id = $stripe_provider_id
LIMIT 1
"));
if (!$existing_customer) {
try {
// Initiate Stripe
$stripe = new \Stripe\StripeClient($config_stripe_secret);
// Initialize Stripe
require_once '../plugins/stripe-php/init.php';
$stripe = new \Stripe\StripeClient($stripe_secret_key);
// Create customer
// Create new customer in Stripe
$customer = $stripe->customers->create([
'name' => $session_client_name,
'email' => $session_contact_email,
'metadata' => [
'itflow_client_id' => $session_client_id,
'consent' => $session_contact_name
'consent_by' => $session_contact_name
]
]);
$stripe_customer_id = sanitizeInput($customer->id);
// Insert customer into client_payment_provider
mysqli_query($mysqli, "
INSERT INTO client_payment_provider
SET client_id = $session_client_id,
payment_provider_id = $stripe_provider_id,
payment_provider_client = '$stripe_customer_id',
client_payment_provider_created_at = NOW()
");
// Logging
logAction("Stripe", "Create", "$session_contact_name created Stripe customer for $session_client_name as $stripe_customer_id and authorized future automatic payments", $session_client_id, $session_client_id);
$_SESSION['alert_message'] = "Stripe customer created. Thank you for your consent.";
} catch (Exception $e) {
$error = $e->getMessage();
error_log("Stripe payment error - encountered exception when creating customer record for $session_client_name: $error");
logApp("Stripe", "error", "Exception creating customer $session_client_name: $error");
error_log("Stripe error while creating customer for $session_client_name: $error");
logApp("Stripe", "error", "Failed to create Stripe customer for $session_client_name: $error");
$_SESSION['alert_type'] = "danger";
$_SESSION['alert_message'] = "An error occurred while creating your Stripe customer. Please try again.";
}
// Get & Store customer ID
$stripe_id = sanitizeInput($customer->id);
mysqli_query($mysqli, "INSERT INTO client_stripe SET client_id = $session_client_id, stripe_id = '$stripe_id'");
// Logging
logAction("Stripe", "Create", "$session_contact_name created Stripe customer for $session_client_name as $stripe_id and authorised future automatic payments", $session_client_id, $session_client_id);
$_SESSION['alert_message'] = "Stripe customer created, thank you for your consent";
} else {
$_SESSION['alert_type'] = "danger";
$_SESSION['alert_message'] = "Stripe customer already exists";
$_SESSION['alert_message'] = "Stripe customer already exists for your account.";
}
header('Location: autopay.php');
header('Location: saved_payment_methods.php');
}
if (isset($_GET['create_stripe_checkout'])) {
// This page is called by the autopay_setup_stripe.js, it returns a checkout session client secret
// This page is called by autopay_setup_stripe.js, returns a Checkout Session client_secret
if ($session_contact_primary == 0 && !$session_contact_is_billing_contact) {
header("Location: post.php?logout");
exit();
}
// Get Stripe vars
$stripe_vars = mysqli_fetch_array(mysqli_query($mysqli, "SELECT config_stripe_enable, config_stripe_publishable, config_stripe_secret FROM settings WHERE company_id = 1"));
$config_stripe_enable = intval($stripe_vars['config_stripe_enable']);
$config_stripe_secret = nullable_htmlentities($stripe_vars['config_stripe_secret']);
// Fetch Stripe provider info
$stripe_provider_result = mysqli_query($mysqli, "
SELECT * FROM payment_providers
WHERE payment_provider_name = 'Stripe'
AND payment_provider_active = 1
LIMIT 1
");
if (!$config_stripe_enable) {
header("Location: autopay.php");
$stripe_provider = mysqli_fetch_array($stripe_provider_result);
if (!$stripe_provider) {
http_response_code(400);
echo json_encode(['error' => 'Stripe provider not configured']);
exit();
}
// Client Currency
$client_currency_details = mysqli_fetch_assoc(mysqli_query($mysqli, "SELECT client_currency_code FROM clients WHERE client_id = $session_client_id LIMIT 1"));
$client_currency = $client_currency_details['client_currency_code'];
$stripe_provider_id = intval($stripe_provider['payment_provider_id']);
$stripe_secret_key = nullable_htmlentities($stripe_provider['payment_provider_private_key']);
// Define return URL that user is redirected to once payment method is verified by Stripe
if (empty($stripe_secret_key)) {
http_response_code(400);
echo json_encode(['error' => 'Stripe secret key missing']);
exit();
}
// Get client currency
$client_currency_result = mysqli_query($mysqli, "
SELECT client_currency_code
FROM clients
WHERE client_id = $session_client_id
LIMIT 1
");
$client_currency_row = mysqli_fetch_assoc($client_currency_result);
$client_currency = $client_currency_row['client_currency_code'] ?? 'usd';
// Return URL when checkout finishes
$return_url = "https://$config_base_url/client/post.php?stripe_save_card&session_id={CHECKOUT_SESSION_ID}";
try {
// Initialize stripe
require_once '../plugins/stripe-php/init.php';
$stripe = new \Stripe\StripeClient($config_stripe_secret);
$stripe = new \Stripe\StripeClient($stripe_secret_key);
// Create checkout session (server side)
// Create checkout session
$checkout_session = $stripe->checkout->sessions->create([
'currency' => $client_currency,
'mode' => 'setup',
'ui_mode' => 'embedded',
'return_url' => $return_url,
]);
echo json_encode(['clientSecret' => $checkout_session->client_secret]);
} catch (Exception $e) {
$error = $e->getMessage();
error_log("Stripe payment error - encountered exception when creating checkout session: $error");
logApp("Stripe", "error", "Exception creating checkout: $error");
error_log("Stripe error creating checkout session: $error");
logApp("Stripe", "error", "Exception creating checkout session: $error");
http_response_code(500);
echo json_encode(['error' => 'Stripe Checkout session failed']);
}
// Return the client secret to the js script
echo json_encode(array('clientSecret' => $checkout_session->client_secret));
// No redirect & no point logging this
exit;
}
if (isset($_GET['stripe_save_card'])) {
@@ -550,160 +600,245 @@ if (isset($_GET['stripe_save_card'])) {
exit();
}
// Get Stripe vars
$stripe_vars = mysqli_fetch_array(mysqli_query($mysqli, "SELECT config_stripe_enable, config_stripe_publishable, config_stripe_secret FROM settings WHERE company_id = 1"));
$config_stripe_enable = intval($stripe_vars['config_stripe_enable']);
$config_stripe_secret = nullable_htmlentities($stripe_vars['config_stripe_secret']);
// Get Stripe provider
$stripe_provider_result = mysqli_query($mysqli, "
SELECT * FROM payment_providers
WHERE payment_provider_name = 'Stripe'
AND payment_provider_active = 1
LIMIT 1
");
if (!$config_stripe_enable) {
header("Location: autopay.php");
$stripe_provider = mysqli_fetch_array($stripe_provider_result);
if (!$stripe_provider) {
$_SESSION['alert_type'] = "danger";
$_SESSION['alert_message'] = "Stripe provider not configured.";
header("Location: saved_payment_methods.php");
exit();
}
$stripe_provider_id = intval($stripe_provider['payment_provider_id']);
$stripe_secret_key = nullable_htmlentities($stripe_provider['payment_provider_private_key']);
if (empty($stripe_secret_key)) {
$_SESSION['alert_type'] = "danger";
$_SESSION['alert_message'] = "Stripe credentials missing.";
header("Location: saved_payment_methods.php");
exit();
}
// Get client's Stripe customer ID
$client_provider_query = mysqli_query($mysqli, "
SELECT payment_provider_client
FROM client_payment_provider
WHERE client_id = $session_client_id
AND payment_provider_id = $stripe_provider_id
LIMIT 1
");
$client_provider = mysqli_fetch_array($client_provider_query);
$stripe_customer_id = sanitizeInput($client_provider['payment_provider_client'] ?? '');
if (empty($stripe_customer_id)) {
$_SESSION['alert_type'] = "danger";
$_SESSION['alert_message'] = "Stripe customer ID not found for client.";
header("Location: saved_payment_methods.php");
exit();
}
// Get session ID from URL
$checkout_session_id = sanitizeInput($_GET['session_id']);
// Get client's StripeID from database
$stripe_client_details = mysqli_fetch_array(mysqli_query($mysqli, "SELECT stripe_id FROM client_stripe WHERE client_id = $session_client_id LIMIT 1"));
$client_stripe_id = sanitizeInput($stripe_client_details['stripe_id']);
try {
// Initialize stripe
require_once '../plugins/stripe-php/init.php';
$stripe = new \Stripe\StripeClient($config_stripe_secret);
$stripe = new \Stripe\StripeClient($stripe_secret_key);
// Retrieve checkout session
$checkout_session = $stripe->checkout->sessions->retrieve($checkout_session_id,[]);
// Get setup intent
// Retrieve checkout session & setup intent
$checkout_session = $stripe->checkout->sessions->retrieve($checkout_session_id, []);
$setup_intent_id = $checkout_session->setup_intent;
// Retrieve the setup intent details
$setup_intent = $stripe->setupIntents->retrieve($setup_intent_id, []);
$payment_method_id = sanitizeInput($setup_intent->payment_method);
// Get the payment method token
$payment_method = sanitizeInput($setup_intent->payment_method);
// Attach the payment method to the Stripe customer
$stripe->paymentMethods->attach($payment_method_id, ['customer' => $stripe_customer_id]);
// Attach the payment method to the client in Stripe
$stripe->paymentMethods->attach($payment_method, ['customer' => $client_stripe_id]);
// Retrieve PM details for logging and UI
$payment_method_details = $stripe->paymentMethods->retrieve($payment_method_id, []);
$card_brand = sanitizeInput($payment_method_details->card->brand);
$last4 = sanitizeInput($payment_method_details->card->last4);
$exp_month = sanitizeInput($payment_method_details->card->exp_month);
$exp_year = sanitizeInput($payment_method_details->card->exp_year);
$saved_payment_description = "$card_brand - $last4 | Exp $exp_month/$exp_year";
// Insert into client_saved_payment_methods
mysqli_query($mysqli, "
INSERT INTO client_saved_payment_methods
SET
saved_payment_provider_method = '$payment_method_id',
saved_payment_description = '$saved_payment_description',
saved_payment_client_id = $session_client_id,
saved_payment_provider_id = $stripe_provider_id,
saved_payment_created_at = NOW()
");
} catch (Exception $e) {
$error = $e->getMessage();
error_log("Stripe payment error - encountered exception when adding payment method info: $error");
logApp("Stripe", "error", "Exception adding payment method: $error");
error_log("Stripe error while saving payment method: $error");
logApp("Stripe", "error", "Exception saving payment method: $error");
$_SESSION['alert_type'] = "danger";
$_SESSION['alert_message'] = "An error occurred while saving your payment method.";
header("Location: saved_payment_methods.php");
exit();
}
// Update ITFlow
mysqli_query($mysqli, "UPDATE client_stripe SET stripe_pm = '$payment_method' WHERE client_id = $session_client_id LIMIT 1");
// Get some card/payment method details for the email/logging
$payment_method_details = $stripe->paymentMethods->retrieve($payment_method);
$card_type = sanitizeInput($payment_method_details->card->brand);
$last4 = sanitizeInput($payment_method_details->card->last4);
$expiry_month = sanitizeInput($payment_method_details->card->exp_month);
$expiry_year = sanitizeInput($payment_method_details->card->exp_year);
// Format the payment details string (Visa - 4324 | Exp 12/25)
$stripe_pm_details = "$card_type - $last4 | Exp $expiry_month/$expiry_year";
// Save the formatted payment details into stripe_pm_details
$update_query = "
UPDATE client_stripe
SET stripe_pm_details = '$stripe_pm_details'
WHERE client_id = $session_client_id LIMIT 1";
mysqli_query($mysqli, $update_query);
// Send email confirmation
// Company Details & Settings
$sql_settings = mysqli_query($mysqli, "SELECT * FROM companies, settings WHERE companies.company_id = settings.company_id AND companies.company_id = 1");
// Email Confirmation
$sql_settings = mysqli_query($mysqli, "
SELECT * FROM companies, settings
WHERE companies.company_id = settings.company_id
AND companies.company_id = 1
");
$row = mysqli_fetch_array($sql_settings);
$company_name = sanitizeInput($row['company_name']);
$company_phone = sanitizeInput(formatPhoneNumber($row['company_phone'], $row['company_phone_country_code']));
$config_smtp_host = $row['config_smtp_host'];
$config_smtp_port = intval($row['config_smtp_port']);
$config_smtp_encryption = $row['config_smtp_encryption'];
$config_smtp_username = $row['config_smtp_username'];
$config_smtp_password = $row['config_smtp_password'];
$config_invoice_from_name = sanitizeInput($row['config_invoice_from_name']);
$config_invoice_from_email = sanitizeInput($row['config_invoice_from_email']);
$config_base_url = sanitizeInput($config_base_url);
$config_invoice_from_name = sanitizeInput($row['config_invoice_from_name']);
if (!empty($config_smtp_host)) {
if (!empty($row['config_smtp_host'])) {
$subject = "Payment method saved";
$body = "Hello $session_contact_name,<br><br>We're writing to confirm that your payment details have been securely stored with Stripe, our trusted payment processor.<br><br>By agreeing to save your payment information, you have authorized us to automatically bill your card ($stripe_pm_details) for any future invoices. The payment details you've provided are securely stored with Stripe and will be used solely for invoices. We do not have access to your full card details.<br><br>You may update or remove your payment information at any time using the portal.<br><br>Thank you for your business!<br><br>--<br>$company_name - Billing Department<br>$config_invoice_from_email<br>$company_phone";
$body = "Hello $session_contact_name<br><br>
Were writing to confirm that your payment details have been securely stored with Stripe our trusted payment processor.<br><br>
You authorized us to automatically bill your card ($saved_payment_description) for future invoices.<br><br>
You may update or remove your payment method at any time via the client portal.<br><br>
Thank you for your business!<br><br>
--<br>$company_name - Billing Department<br>$config_invoice_from_email<br>$company_phone";
$data = [
[
'from' => $config_invoice_from_email,
'from_name' => $config_invoice_from_name,
'recipient' => $session_contact_email,
'recipient_name' => $session_contact_name,
'subject' => $subject,
'body' => $body,
]
];
$data = [[
'from' => $config_invoice_from_email,
'from_name' => $config_invoice_from_name,
'recipient' => $session_contact_email,
'recipient_name' => $session_contact_name,
'subject' => $subject,
'body' => $body
]];
$mail = addToMailQueue($data);
}
// Logging
logAction("Stripe", "Update", "$session_contact_name saved payment method ($stripe_pm_details) for future automatic payments (PM: $payment_method)", $session_client_id, $session_client_id);
// Log the action
logAction("Stripe", "Update", "$session_contact_name saved payment method ($saved_payment_description) (PM: $payment_method_id)", $session_client_id);
// Redirect
$_SESSION['alert_message'] = "Payment method saved - thank you";
header('Location: autopay.php');
$_SESSION['alert_message'] = "Payment method saved – thank you.";
header("Location: saved_payment_methods.php");
}
if (isset($_GET['stripe_remove_pm'])) {
if (isset($_GET['delete_saved_payment'])) {
if ($session_contact_primary == 0 && !$session_contact_is_billing_contact) {
header("Location: post.php?logout");
exit();
}
// Get Stripe vars
$stripe_vars = mysqli_fetch_array(mysqli_query($mysqli, "SELECT config_stripe_enable, config_stripe_publishable, config_stripe_secret FROM settings WHERE company_id = 1"));
$config_stripe_enable = intval($stripe_vars['config_stripe_enable']);
$config_stripe_secret = nullable_htmlentities($stripe_vars['config_stripe_secret']);
$saved_payment_id = intval($_GET['delete_saved_payment']);
if (!$config_stripe_enable) {
header("Location: autopay.php");
// Get Stripe provider info
$stripe_provider_result = mysqli_query($mysqli, "
SELECT * FROM payment_providers
WHERE payment_provider_name = 'Stripe'
AND payment_provider_active = 1
LIMIT 1
");
$stripe_provider = mysqli_fetch_array($stripe_provider_result);
if (!$stripe_provider) {
$_SESSION['alert_type'] = "danger";
$_SESSION['alert_message'] = "Stripe provider is not configured.";
header("Location: saved_payment_methods.php");
exit();
}
$payment_method = sanitizeInput($_GET['pm']);
$stripe_provider_id = intval($stripe_provider['payment_provider_id']);
$stripe_secret_key = nullable_htmlentities($stripe_provider['payment_provider_private_key']);
if (empty($stripe_secret_key)) {
$_SESSION['alert_type'] = "danger";
$_SESSION['alert_message'] = "Stripe credentials are missing.";
header("Location: saved_payment_methods.php");
exit();
}
$saved_payment_result = mysqli_query($mysqli, "
SELECT saved_payment_id, saved_payment_description, saved_payment_provider_method
FROM client_saved_payment_methods
WHERE saved_payment_id = $saved_payment_id
AND saved_payment_client_id = $session_client_id
AND saved_payment_provider_id = $stripe_provider_id
LIMIT 1
");
$saved_payment = mysqli_fetch_array($saved_payment_result);
if (!$saved_payment) {
$_SESSION['alert_type'] = "danger";
$_SESSION['alert_message'] = "Payment method not found or does not belong to you.";
header("Location: saved_payment_methods.php");
exit();
}
$payment_method_id = sanitizeInput($saved_payment['saved_payment_provider_method']);
$saved_payment_id = intval($saved_payment['saved_payment_id']);
$saved_payment_description = nullable_htmlentities($saved_payment['saved_payment_description']);
try {
// Initialize stripe
// Initialize Stripe
require_once '../plugins/stripe-php/init.php';
$stripe = new \Stripe\StripeClient($config_stripe_secret);
$stripe = new \Stripe\StripeClient($stripe_secret_key);
// Detach PM
$stripe->paymentMethods->detach($payment_method, []);
// Detach the payment method from Stripe
$stripe->paymentMethods->detach($payment_method_id, []);
} catch (Exception $e) {
$error = $e->getMessage();
error_log("Stripe payment error - encountered exception when removing payment method info for $payment_method: $error");
logApp("Stripe", "error", "Exception removing payment method for $payment_method: $error");
error_log("Stripe error while removing payment method $payment_method_id: $error");
logApp("Stripe", "error", "Exception removing payment method $payment_method_id: $error");
$_SESSION['alert_type'] = "danger";
$_SESSION['alert_message'] = "An error occurred while removing your payment method.";
header("Location: saved_payment_methods.php");
exit();
}
// Remove payment method from ITFlow
mysqli_query($mysqli, "UPDATE client_stripe SET stripe_pm = NULL, stripe_pm_details = NULL WHERE client_id = $session_client_id LIMIT 1");
// Remove saved payment method from local DB
mysqli_query($mysqli, "
DELETE FROM client_saved_payment_methods
WHERE saved_payment_id = $saved_payment_id
");
// Remove Auto Pay on recurring invoices that are stripe
$sql_recurring_invoices = mysqli_query($mysqli, "SELECT recurring_invoice_id FROM recurring_invoices WHERE recurring_invoice_client_id = $session_client_id");
// Remove any auto-pay records using this payment method
$recurring_invoices = mysqli_query($mysqli, "
SELECT recurring_invoice_id
FROM recurring_invoices
WHERE recurring_invoice_client_id = $session_client_id
");
while ($row = mysqli_fetch_array($sql_recurring_invoices)) {
while ($row = mysqli_fetch_array($recurring_invoices)) {
$recurring_invoice_id = intval($row['recurring_invoice_id']);
mysqli_query($mysqli, "DELETE FROM recurring_payments WHERE recurring_payment_method = 'Stripe' AND recurring_payment_recurring_invoice_id = $recurring_invoice_id");
mysqli_query($mysqli, "
DELETE FROM recurring_payments
WHERE recurring_payment_recurring_invoice_id = $recurring_invoice_id
AND recurring_payment_saved_payment_id = $saved_payment_id
");
}
// Logging & Redirect
logAction("Stripe", "Update", "$session_contact_name deleted saved Stripe payment method (PM: $payment_method)", $session_client_id, $session_client_id);
// Log and redirect
logAction("Stripe", "Update", "$session_contact_name deleted Stripe payment method $saved_payment_description (PM: $payment_method_id)", $session_client_id);
$_SESSION['alert_message'] = "Payment method removed";
header('Location: autopay.php');
$_SESSION['alert_message'] = "Payment method $saved_payment_description removed.";
header("Location: saved_payment_methods.php");
}
if (isset($_POST['add_recurring_payment'])) {

0
client/recurring_invoice_savd_payment_add_modal.php Normal file
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27
client/recurring_invoices.php
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@@ -14,12 +14,6 @@ if ($session_contact_primary == 0 && !$session_contact_is_billing_contact) {
exit();
}
// Get client's StripeID from database
$stripe_client_details = mysqli_fetch_array(mysqli_query($mysqli, "SELECT * FROM client_stripe WHERE client_id = $session_client_id LIMIT 1"));
if ($stripe_client_details) {
$stripe_pm = sanitizeInput($stripe_client_details['stripe_pm']);
}
$recurring_invoices_sql = mysqli_query($mysqli, "SELECT * FROM recurring_invoices
LEFT JOIN recurring_payments ON recurring_payment_recurring_invoice_id = recurring_invoice_id
WHERE recurring_invoice_client_id = $session_client_id
@@ -92,17 +86,24 @@ $recurring_invoices_sql = mysqli_query($mysqli, "SELECT * FROM recurring_invoice
<td><?php echo ucwords($recurring_invoice_frequency); ?>ly</td>
<?php if ($config_stripe_enable) { ?>
<td>
<?php if ($stripe_pm) { ?>
<?php $sql = mysqli_query($mysqli, "SELECT * FROM client_saved_payment_methods WHERE saved_payment_client_id = $session_client_id");
if (mysqli_num_rows($sql) > 0) { ?>
<form class="form" action="post.php" method="post">
<input type="hidden" name="recurring_invoice_id" value="<?php echo $recurring_invoice_id; ?>">
<?php if ($recurring_payment_recurring_invoice_id) { ?>
<button type="submit" name="delete_recurring_payment" class="btn btn-outline-dark"><i class="fas fa-times mr-2"></i>Disable</button>
<?php } else { ?>
<button type="submit" name="add_recurring_payment" class="btn btn-primary text-bold"><i class="fas fa-check mr-2"></i>Enable</button>
<?php } ?>
<select class="form-control select2" name="role" required>
<option value="">Disabled</option>
<?php
while ($row = mysqli_fetch_array($sql)) {
$saved_payment_id = intval($row['saved_payment_id']);
$saved_payment_description = nullable_htmlentities($row['saved_payment_description']);
?>
<option value="<?php echo $saved_payment_id; ?>"><?php echo $saved_payment_description; ?></option>
<?php } ?>
</select>
</form>
<?php } else { ?>
<a href="autopay.php">Add Card Details First</a>
<a href="saved_payment_method.php">Add a Payment Method</a>
<?php } ?>
</td>
<?php } ?>

138
client/saved_payment_methods.php Normal file
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@@ -0,0 +1,138 @@
<?php
/*
* Client Portal - AutoPay Configuration (multi-provider)
*/
require_once "includes/inc_all.php";
if ($session_contact_primary == 0 && !$session_contact_is_billing_contact) {
header("Location: post.php?logout");
exit();
}
// Initialize Stripe
require_once '../plugins/stripe-php/init.php';
// Get Stripe provider info
$stripe_provider_query = mysqli_query($mysqli, "
SELECT * FROM payment_providers WHERE payment_provider_name = 'Stripe' LIMIT 1
");
$stripe_provider = mysqli_fetch_array($stripe_provider_query);
if (!$stripe_provider) {
echo "Stripe payment error - Stripe provider is not configured.";
include_once 'includes/footer.php';
exit();
}
$stripe_provider_id = intval($stripe_provider['payment_provider_id']);
$stripe_public_key = nullable_htmlentities($stripe_provider['payment_provider_public_key']);
$stripe_secret_key = nullable_htmlentities($stripe_provider['payment_provider_private_key']);
// Get client's Stripe customer ID
$stripe_customer_query = mysqli_query($mysqli, "
SELECT * FROM client_payment_provider
WHERE client_id = $session_client_id AND payment_provider_id = $stripe_provider_id
LIMIT 1
");
$stripe_customer = mysqli_fetch_array($stripe_customer_query);
$stripe_customer_id = $stripe_customer ? sanitizeInput($stripe_customer['payment_provider_client']) : null;
// Get saved payment methods
$saved_methods_query = mysqli_query($mysqli, "
SELECT * FROM client_saved_payment_methods
WHERE saved_payment_client_id = $session_client_id
AND saved_payment_provider_id = $stripe_provider_id
");
$saved_methods = [];
while ($row = mysqli_fetch_array($saved_methods_query)) {
$saved_methods[] = $row;
}
// Stripe not properly configured
if (!$stripe_public_key || !$stripe_secret_key) {
echo "Stripe payment error - Stripe credentials missing. Please contact support.";
include_once 'includes/footer.php';
exit();
}
?>
<h3>Saved Payment Methods</h3>
<div class="row">
<div class="col-md-10">
<?php if (!$stripe_customer_id) { ?>
<b>Save card details</b><br>
In order to set up automatic payments, you must create a customer record in Stripe.<br>
First, you must authorize Stripe to store your card details for the purpose of automatic payment.
<br><br>
<div class="col-5">
<form action="post.php" method="POST">
<div class="form-group">
<div class="custom-control custom-checkbox">
<input class="custom-control-input" type="checkbox" id="consent" name="consent" value="1" required>
<label for="consent" class="custom-control-label">
I grant consent for automatic payments
</label>
</div>
</div>
<div class="form-group">
<button type="submit" class="form-control btn-success" name="create_stripe_customer">Create Stripe Customer Record</button>
</div>
</form>
</div>
<?php } else { ?>
<b>Manage saved payment methods</b><br><br>
<?php if (empty($saved_methods)) { ?>
<p>You currently have no saved payment methods. Please add one below.</p>
<?php } else { ?>
<ul>
<?php
try {
$stripe = new \Stripe\StripeClient($stripe_secret_key);
foreach ($saved_methods as $method) {
$stripe_pm_id = $method['saved_payment_provider_method'];
$description = nullable_htmlentities($method['saved_payment_description']);
$pm = $stripe->paymentMethods->retrieve($stripe_pm_id, []);
$brand = nullable_htmlentities($pm->card->brand);
$last4 = nullable_htmlentities($pm->card->last4);
$exp_month = nullable_htmlentities($pm->card->exp_month);
$exp_year = nullable_htmlentities($pm->card->exp_year);
echo "<li>$brand card ending in $last4, expires $exp_month/$exp_year";
echo " – <a href='post.php?delete_saved_payment={$method['saved_payment_id']}&csrf_token={$_SESSION['csrf_token']}'>Remove</a></li>";
}
} catch (Exception $e) {
$error = $e->getMessage();
error_log("Stripe payment error: $error");
logApp("Stripe", "error", "Exception retrieving payment methods: $error");
echo "<p class='text-danger'>Unable to retrieve payment methods from Stripe.</p>";
}
?>
</ul>
<?php } ?>
<hr>
<b>Add a new payment method</b><br><br>
<input type="hidden" id="stripe_publishable_key" value="<?php echo $stripe_public_key ?>">
<script src="https://js.stripe.com/v3/"></script>
<script src="../js/autopay_setup_stripe.js"></script>
<div id="checkout">
<!-- Checkout form dynamically loaded -->
</div>
<?php } ?>
</div>
</div>
<?php require_once "includes/footer.php"; ?>