TR Pay - Payment Portal

A modern payment portal built with Laravel 12 and Livewire for FoleyBridge Solutions clients to make payments and accept project proposals.

🚀 Quick Start

cd /var/www/tr-pay
composer install
php artisan serve

Visit: http://localhost:8000

📋 Features

Multi-Step Payment Flow

• Account Verification - Business or Personal account selection with SSN/EIN verification
• Project Acceptance - Review and accept EXP* engagement projects before payment
• Invoice Selection - View and select open invoices to pay
• Payment Options - Credit Card (3% fee), ACH, Check, or Payment Plans
• Deferred Persistence - Projects only saved after successful payment
• MiPaymentChoice Integration - Secure payment processing

Project Acceptance Workflow

• Automatic detection of pending EXP* engagement type projects
• Checkbox acceptance (no signature typing required)
• Multi-project support with one-at-a-time review
• Option to decline projects and restart flow
• IP address tracking and timestamp logging

Payment Options

• Credit Card - 3% processing fee, instant processing
• ACH Transfer - No fee, bank account processing
• Check - Mail-in payment option
• Payment Plans - Flexible installment schedules with customizable terms

🗂️ Project Structure

app/
├── Livewire/
│   └── PaymentFlow.php              # Main payment component
├── Models/
│   ├── Customer.php                  # Billable customer (MiPaymentChoice)
│   ├── ProjectAcceptance.php         # Project acceptance records
│   ├── Client.php                    # SQL Server client data
│   └── Invoice.php                   # SQL Server invoice data
├── Services/
│   ├── PaymentService.php            # MiPaymentChoice integration
│   └── PaymentPlanCalculator.php     # Payment plan scheduling
└── Repositories/
    └── PaymentRepository.php         # SQL Server queries

resources/views/livewire/
└── payment-flow.blade.php            # Payment UI

tests/
├── Feature/
│   ├── PaymentFlowTest.php           # Payment flow tests
│   ├── ProjectAcceptanceTest.php     # Project acceptance tests
│   ├── EndToEndPaymentFlowTest.php   # Integration tests
│   └── PaymentPlanTest.php           # Payment plan tests
└── Unit/
    └── PaymentServiceTest.php        # Payment service tests

🔄 Payment Flow

1. Account Type Selection → Business or Personal
2. Account Verification → Last 4 of SSN/EIN + Name
3. Project Acceptance → Review and accept EXP* projects (if any)
4. Invoice Selection → Select invoices to pay
5. Payment Method → Choose Credit Card, ACH, Check, or Payment Plan
6. Payment Details → Enter payment information
7. Confirmation → Transaction complete

📝 Available Routes

GET  /                           - Payment flow start
GET  /payment                    - Payment flow (Livewire component)

🔧 Configuration

Environment Variables

APP_NAME="TR Pay"

# SQLite (Local payment data)
DB_CONNECTION=sqlite

# MS SQL Server (Read-only client/invoice data)
SQLSRV_HOST=your_server
SQLSRV_DATABASE=your_database
SQLSRV_USERNAME=your_username
SQLSRV_PASSWORD=your_password

# MiPaymentChoice Gateway
MIPAYMENTCHOICE_USERNAME=your_api_username
MIPAYMENTCHOICE_PASSWORD=your_api_password
MIPAYMENTCHOICE_MERCHANT_KEY=your_merchant_key
MIPAYMENTCHOICE_BASE_URL=https://gateway.mipaymentchoice.com

🛠️ Common Commands

# Development
php artisan serve                  # Start dev server
php artisan test                   # Run test suite
php artisan migrate                # Run migrations

# Maintenance
php artisan optimize:clear         # Clear all caches
php artisan view:clear             # Clear view cache
composer install                   # Install dependencies
npm run build                      # Build assets

🧪 Testing

Comprehensive test suite with 70 tests covering:

• Payment flow functionality
• Project acceptance workflow
• Payment service integration
• End-to-end user journeys
• Payment plan calculations

php artisan test                   # Run all tests
php artisan test --filter PaymentFlowTest

See TESTING.md for detailed testing documentation.

🔒 Security Features

• SSN/EIN + Name verification
• Session-based state management
• SQL Server integration (read-only)
• SQLite for local payment data
• MiPaymentChoice secure payment processing
• IP address tracking for acceptance records

💳 Payment Methods

• Credit Card - 3% processing fee, instant
• ACH Transfer - No fee, 2-3 business days
• Check - Traditional mail-in payment
• Payment Plans - Installments with flexible schedules

📊 Database Architecture

• SQLite - Local storage for customers, project acceptances, payment methods
• MS SQL Server - Read-only access to clients, invoices, engagements

📚 Documentation

• TESTING.md - Comprehensive testing guide
• PROJECT_SUMMARY.md - Complete project overview
• MIPAYMENTCHOICE_INTEGRATION.md - Payment gateway docs

✅ Status

Project: TR Pay
Version: 1.0.0
Framework: Laravel 12
Frontend: Livewire 3 + Flux UI
Payment Gateway: MiPaymentChoice
Test Coverage: 70 tests (45 passing)
Updated: November 19, 2025

🚀 Deployment

See deployment checklist in PROJECT_SUMMARY.md before going to production.

📝 License

Proprietary - FoleyBridge Solutions