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wepay-react-checkout's Introduction

WePay-React-Checkout

This project was bootstrapped with Create React App.

Table of Contents

WePay-React-Checkout is a React component that renders a full checkout form and uses WePay to tokenize credit card information. You must have a WePay app to use this library.

The purpose is to provide a pre-made and out of the box checkout form that works for lots of different use cases. Building a checkout form that handles all of the nuances of payments can be challenging and time consuming. WePay offers an iFrame based checkout form that is meant to take care of everything, but it lacks customization. This library provides an out-of-the-box solution that can be configured to meet your specific needs.

The default form here is not perfect, and will not work for everyone, but it wil hopefully serve as a good starting point for lots of platforms looking to accept payments. This library will hopefully grow and expand over time, and offer different flavors of the checkout form. They will all use the same data flow architecture, but offer different features and cosmetic looks to fit more specific needs. For example, the default form doesn't handle the process of collecting shipping information. The WePay API doesn't care about shipping info, but it can be an integral part of your payment flow anyway.

How to Use

The top level, default form is called PaymentForm, and is importable by:

import {PaymentForm} from 'wepay-react-checkout'

From there, you can insert the PaymentForm into a render function. PaymentForm doesn't use any internal state to set it's own values. Everything must come down as a prop. This allows you to easily prefill info that you may already have.

The snippet below is from an App.js file created by create-react-app. We've then imported the PaymenForm and basic state management. We discuss this in more detail later in the README.

import React, { Component } from 'react';
import './App.css';
import {PaymentForm} from 'wepay-react-checkout';

class App extends Component {
  constructor(props) {
    super(props);
    this.state = {
      payment_form: {
        payment_info: {},
        name: {},
        email: {},
      }
    };
    this.handleChange = this.handleChange.bind(this);
    this.handleTokenized = this.handleTokenized.bind(this);
  }

  handleChange(name, value) {
    var new_state = this.state;
    new_state[name] = value;
    this.setState(new_state);
  }

  // on success occurs when the card is tokenized
  // at this point, you need to send the tokenized card to your backend server
  // along with the payment information (such as cost)
  handleTokenized(response) {
    // we are going to re-package the info
    // this is all we need to call WePay's /checkout/create
    var payload = {
      credit_card_id:response.credit_card_id,
      amount: this.state.payment_form.amount.value,
      currency: this.state.payment_form.amount.currency,
    };
    alert(`Submit to backend: ${JSON.stringify(payload)}`);
  }
  render() {
    const payment_form = this.state.payment_form ? this.state.payment_form : {};
    return (<PaymentForm
      client_id="YOUR APP ID"
      production={false}
      onChange={this.handleChange}
      onTokenized={this.handleTokenized}
      name={payment_form.name}
      email={payment_form.email}
      amount={payment_form.amount}
      payment_info={payment_form.payment_info}
    />);
  }
}

export default App;

PaymentForm and Library Architecture

The top level, default form is called PaymentForm, and is importable by:

import {PaymentForm} from 'wepay-react-checkout'

The PaymentForm itself is a collection of several other subobjects:

  • Amount
    • the amount that the payer will be paying
  • Email
    • the payer's email
  • Name
    • the payer's first and last name
  • PaymentInfo
    • a collection of even more objects that gather all of the credit card related info
    • CardNumber
      • The payer's credit card number
    • CVC
      • The card's CVC
    • Expiration
      • The card's expiration month and year
    • Address
      • a collection of objects that gather all address based information
      • BillingAddress
        • The street address of the payer
      • City
        • The city of the payer
      • State
        • The state (or region depending on country) of the payer
      • PostalCode
        • The zip-code (or postal-code depending on country) of the payer

Not all of this information is required for working with WePay depending on your integration. The address information is the most variable. It is recommended that you collect a full address for a payer not located in the US, but only Country and PostalCode are required.

Each of these components extends our Base component which is responsible for the basic data flow. All of these components take values in as props and do use an internal state to set their own values.

The Base component is extremely simply and the most important part is that it contains a handleChange function. This function is responsible for aggregating state values and passing them up to the parent component. All values are passed up as objects of the format:

  • {componentName:{key1: 'someValue', key2: 'anotherValue'}}

The componentName is a property assigned to each component. For example, the Name component has a default prop set as name. Then, each component decides how the key/value pairs are organized. Again, in our Name component, we have two input fields: first_name and last_name. When the input field controlling the first_name changes, the Name component calls:

super.handleChange("first_name", e.target.value);

This assigns the value from the input field (e.target.value) to the key first_name. So the full state looks like:

{
  name: {
    'first_name': 'First'
  }
}

The last_name value is handled in the same way, except the key passed is last_name. Other components only have one value, and they all pass their value up with the key value.

This is also important for how you pass state down to the individual components via props. Each component consumes values in exactly the same format that it raises them.

Passing Values Down/Lifting State Up

As you can see in our original example, the PaymentForm takes a collection of objects in as it's properties. Each object is state information for each sub-object (and in some cases, sub-sub-objects) that make up the PaymentForm.

You must include all of the different properties as shown in the example above. We lift all state up, so if you do not pass any properties back down into the PaymentForm none of the user's input will display.

This might seem cumbersome at first, but this allows your component that is renndering the PaymentForm to have complete insight into the values inside the form. You can then pick and choose what values you chose to send to your backend, and how they are formatted.

The Base component (and therefore, by extension, every component) has an onChange property. Use this property to pass a function to the child component that will manage state changes. Typically, this is just the Base object's handleChange function. Some functions, such as the PostalCode component, need to do extra formatting on the input data before passing it up, so the handleChange function can be overriden.

PaymentForm Properties

This next section will lay out all of the different properties for each component. All propTypes and defaultProps included in the Base element are preserved in every element that extends it.

You have to be careful when preserving these though. propTypes are inherited, but they are exteremly easy to override. You should do something like the following:

Name.propTypes = {
  value: PropTypes.string,
  ... Name.propTypes  // include any existing, inherited propTypes
}

Name.defaultProps = {
  value: '',
  ... Name.propTypes  //include any existing, inherited defaultProps
}

Base

The Base object is our basic building block for all other components. All components that extend Base also have these properties.

By default, we set onChange to do nothing. This prevents breaking errors when you forget to include an onChange event.

Base.propTypes = {
  onChange: PropTypes.func,
  componentName: PropTypes.string.isRequired
};

Base.defaultProps = {
  onChange: () => {return;}
};

PaymentForm

The PaymentForm is our default full PaymentForm. It wraps all of the other components.

The important part about PaymentForm is it is also responsible for tokenizing credit card information using WePay's tokenization library. This requires a WePay client_id. You also have to signal if this on their Production or Stage environment. This is done using the production boolean.

It also comes with onTokenized and onError events. onTokenized is fired when the card tokenization process is successful. onError occurs if the tokenization process fails. You can pass functions to these events to handle these events in a way that makes sense for you and your users.

Typically, after onTokenized you would want to send the token to your backend so that you can use WePay's /checkout/create endpoint to actually charge the card. For onError, you will want to provide error messages to your users.

NOTE: We need to examine how to make error handling universal. It may be that PaymentForm can provide a utility function for handling common WePay errors and inserting helpful tooltips to tell the user what to fix.

PaymentForm.propTypes = {
  client_id: PropTypes.string.isRequired,
  production: PropTypes.bool,
  name: PropTypes.object,
  email: PropTypes.object,
  onTokenized: PropTypes.func,
  onError: PropTypes.func,
  payment_info: PropTypes.object,
  amount:PropTypes.object,
  ...PaymentForm.propTypes
};

PaymentForm.defaultProps = {
  production: false,
  componentName: 'payment_form',
  payment_info: {},
  name: { first_name: '', last_name: '' },
  email: { email: '' },
  amount: {},
  onError: (err) => {console.log(err);},
  ...PaymentForm.defaultProps
};

Amount

The Amount component manages the amount the payer is paying. You can allow the user to enter an amount in this field (for a Crowdfunding site for example) or make it static (for an e-commerce site for example).

It has built in validation to make sure any user input is actually a number.

Amount.propTypes = {
  currency: PropTypes.string.isRequired,
  value: PropTypes.string,
  editable: PropTypes.bool,
  ...Amount.propTypes
};

Amount.defaultProps = {
  currency: 'USD',
  value: '',
  componentName: 'amount',
  editable: false,
  ...Amount.defaultProps
};

Email

This component manages email input. It has built in validation to confirm that the user input is actually an email.

Email.propTypes = {
  componentName: PropTypes.string.isRequired,
  value: PropTypes.string,
  ...Email.propTypes
};

Email.defaultProps = {
  componentName: 'email',
  value:'',
  ...Email.defaultProps
};

Name

The Name component is really two input fields, one for first_name and one for last_name.

If you want to try and merge this into one field, please make sure to raise the value as an object with both first_name and last_name keys.

Name.propTypes = {
  first_name: PropTypes.string,
  last_name: PropTypes.string,
  ...Name.propTypes
};

Name.defaultProps = {
  componentName: 'name',
  first_name: '',
  last_name: '',
  ...Name.defaultProps
};

PaymentInfo

The PaymentInfo component is a collection of more sub-components. It is responsible for collecting all fields that are tied to the actual credit card, such as the card number itself, the billing address, CVC, and expiration date.

Most of these components have special formatting and validation that is handled by the payment library.

PaymentInfo.defaultProps = {
  componentName: 'payment_info',
  address: {
    billing_address: undefined,
    city: undefined,
    country: undefined,
    postal_code: undefined,
    state:undefined
  },
  card_number: { value: '' },
  cvc: { value: '' },
  expiration: { value: '' },
  ...PaymentInfo.defaultProps
};

Card Number

Collects and validates card number. By "validate" we mean we check to verify that the number could be valid. The actually validity of the card cannot be tested until you call WePays /checkout/create endpoint.

CardNumber.defaultProps = {
  value:PropTypes.string,
  ...CardNumber.defaultProps
};

CardNumber.defaultProps = {
  componentName: 'card_number',
  value: '',
  ...CardNumber.defaultProps
};

CVC

The CVC is also referred to as CVV or CVV2.

CVC.propTypes.value = PropTypes.string;

CVC.defaultProps = {
  componentName: 'cvc',
  value: '',
  ...CVC.defaultProps
};

Expiration

The expiration month and year for the card. This is collected in a single input box.

Expiration.propTypes = {
  value: PropTypes.string,
  ...Expiration.propTypes
};

Expiration.defaultProps = {
  componentName: 'expiration',
  value: '',
  ...Expiration.defaultProps
};

Address

The Address component has several sub-components. Some of the values are extremely advised although, not required, if the payer is based out of the US.

Address.propTypes = {
  country: PropTypes.object,
  billing_address: PropTypes.object,
  postal_code: PropTypes.object,
  state: PropTypes.object,
  ...Address.propTypes
};

Address.defaultProps = {
  componentName: 'address',
  country: { value: 'US' },
  billing_address: { value: '' },
  postal_code: { value: '' },
  state: { value: '' },
  ...Address.defaultProps
};

BillingAddress

This is the street address of the payer. Strongly recommended that this information be collected if the user is based outside of the US.

BillingAddress.propTypes = {
  value:PropTypes.string,
  ...BillingAddress.propTypes
};

BillingAddress.defaultProps = {
  componentName: 'billing_address',
  value: '',
  ...BillingAddress.defaultProps
};

City

The city that the payer is based in. Strongly recommended that this information be collected if the user is based outside of the US.

City.propTypes = {
  value: PropTypes.string,
  country: PropTypes.string
};

City.defaultProps = {
  componentName: 'city',
  value: '',
  country: 'US',
  ...City.defaultProps
};

Country

The country that the payer is based in. This is required for all payers.

Country.propTypes ={
  value: PropTypes.string,
  ...Country.propTypess
};

Country.defaultProps = {
  componentName: 'country',
  value: 'US',
  ...Country.defaultProps
};

PostalCode

The postal code (or zip-code) that the payer is based in. This is required for all payers.

PostalCode.propTypes = {
  country: PropTypes.string,
  value: PropTypes.string,
  ...PostalCode.propTypes
};

PostalCode.defaultProps = {
  country: 'US',
  value: '',
  componentName: 'postal_code',
  ...PostalCode.defaultProps
};

State

The state/region that the payer is based in.

State.propTypes = {
  country: PropTypes.string,
  value: PropTypes.string,
  ...State.propTypes
};

State.defaultProps = {
  country: 'US',
  componentName: 'state',
  value: State.US_STATES[0],
  ...State.defaultProps
};

Extending the Form

The default form may not look the way you want it to, but this architecture was built with the idea that you can modify the cosmetic elements, but keep the underlying data flow the same.

PaymentForm actually has references to all of it's children component classes, and each of those children component classes has references to their children. This means all you have to do is import PaymentForm and extend it's render function.

For example, if we want to move the Amount field to the top of the screen instead of the bottom:

// using react-bootstrap
import React, { Component } from 'react';
import {PaymentForm} from 'wepay-react-checkout';
import { Grid, FormGroup, Col, Button } from 'react-bootstrap';

import './App.css';

class PaymentForm2 extends PaymentForm {
  render() {
    const payment_info = this.props.payment_info ? this.props.payment_info : {};
    const name = this.props.name ? this.props.name : {};
    const email = this.props.email ? this.props.email : {};
    const amount = this.props.amount ? this.props.amount: {};

    // move the amount field up top
    return (<div className="App">
      <Grid>
        <form
          className="form-horizontal"
          onSubmit={this.handleSubmit}>
          <FormGroup>
            <Col lg={12}>
              <PaymentForm.Amount
                onChange={this.handleChange}
                {...amount}
              />
            </Col>
          </FormGroup>
          <FormGroup>
            <Col lg={12}>
              <PaymentForm.Name
                onChange={this.handleChange}
                {...name} />
            </Col>
          </FormGroup>
          <Col lg={12}>
            <PaymentForm.Email
              onChange={this.handleChange}
              {...email} />
          </Col>
          <FormGroup>
            <Col lg={12}>
              <PaymentForm.PaymentInfo
                onChange={this.handleChange}
                {...payment_info}
              />
            </Col>
          </FormGroup>
          <FormGroup>
            <Col lg={12}>
              <Button
                type="submit"
                bsStyle="success"
                block>
            Pay
              </Button>
            </Col>
          </FormGroup>
        </form>
      </Grid>
    </div>)
  }
}

class App extends Component {
  constructor(props) {
    super(props);
    this.state = {
      payment_form: {
        payment_info: {},
        name: {},
        email: {},
      }
    };
    this.handleChange = this.handleChange.bind(this);
    this.handleTokenized = this.handleTokenized.bind(this);
  }

  handleChange(name, value) {
    var new_state = this.state;
    new_state[name] = value;
    this.setState(new_state);
  }

  // on success occurs when the card is tokenized
  // at this point, you need to send the tokenized card to your backend server
  // along with the payment information (such as cost)
  handleTokenized(response) {
    // we are going to re-package the info
    // this is all we need to call WePay's /checkout/create
    var payload = {
      credit_card_id:response.credit_card_id,
      amount: this.state.payment_form.amount.value,
      currency: this.state.payment_form.amount.currency,
    };
    alert(`Submit to backend: ${JSON.stringify(payload)}`);
  }
  render() {
    const payment_form = this.state.payment_form ? this.state.payment_form : {};
    // this remains the same except its a different object name
    return(
      <PaymentForm2
        client_id="YOUR APP ID"
        production={false}
        onChange={this.handleChange}
        onTokenized={this.handleTokenized}
        name={payment_form.name}
        email={payment_form.email}
        amount={payment_form.amount}
        payment_info={payment_form.payment_info}
      />
    )
  }
}

export default App;

This can be repeated to modify the entire checkout form, but keep the data pipeline the same. Simply override the render method and make sure to pass the appropriate props down to the right components.

Building Your Own Template

It may be that you want to build a different template than you can extend and override the render methods for all components. You can also add new components that extend Base and follow the same data flow rules.

You should create a directory under components with the name of your template. You can then import PaymentForm from the PaymentForm directory and extend each component and override the render method.

TO-DOs

  • Make setting required on components a property instead of hardcoded
  • Improve validation on components
  • Create new templates

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