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8fba8dea
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8fba8dea
authored
4 years ago
by
mattwire
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Update card on file roadmap
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docs/roadmap.md
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@@ -35,7 +35,7 @@ confirm and map Stripe customer IDs to CiviCRM contacts.
This would require funding for approximately 16 hours work.
## Card on File
## Card on File
/ Updating card details
See: https://lab.civicrm.org/extensions/stripe/-/issues/64
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@@ -44,16 +44,38 @@ We would like to provide support for re-using saved cards in CiviCRM.
### Specification
1.
Develop a method to deduplicate payment methods (see eg. https://github.com/stripe/stripe-payments-demo/issues/45).
Cards are duplicated by default and we need to clean this up before we can provide a UI to retrieve cards in CiviCRM.
2.
Build a UI to allow for selection of cards to use for making payment.
3.
Integrate card-selection UI into payment flow (so for example a form validation failure will remember the card you just entered and verified).
#### 1. Allow users to update card details (edit current or add new)
Implement API to retrieve all cards for customer and build UI to display cards.
*
Stripe API to list cards: https://stripe.com/docs/api/cards/list
Implement API and UI to update card details.
*
Use stripe card element with SetupIntent: https://support.stripe.com/questions/update-card-details-with-a-setupintent
Add form to CiviCRM specifically for card updates.
#### 2. Allow admin to update card details
Extend above to work on admin as well. Will be more complex and won't work as well because of card
security requiremetns (eg. 3dsecure).
Administrators can do it through the stripe portal currently so user self-service
is probably a priority for civi?
#### 3. Integrate card-selection UI into payment flow
(so for example a form validation failure will remember the card you just entered and verified).
#### 4. Develop a method to deduplicate payment methods
See: eg. https://github.com/stripe/stripe-payments-demo/issues/45).
Cards are duplicated by default and we need to clean this up before we can provide a UI to retrieve cards in CiviCRM.
### Estimate
This would require funding for a
pproximately 24 hours
work
.
A
pproximately 24
-30
hours.
#
# Payment Methods
# Payment Methods
## Stripe Connect
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