Suggestions about how to handle recurring payments when packages involved - paypal

Please suggest the following:
when a user want a certain package in my site, let's call it basic package.. his starting his recurring payment..after half a month he canceles the package, but his still paid for a full month, my question is this:
When recurring payment involved, what kind of fields should i save from the ipn, and how should i know exactly when to stop the features of the package a user bought...
I've seen in the ipn, i have 'next recurring payment' date, should i save it and use it? should i, every time a user do anything related to his package,check if the package limit time just ended?
What can be a most preferred solution for this?

When recurring payment involved, what kind of fields should i save from the ipn
All of them, for any kind of IPN whatsoever. Log the entire transaction every time.
and how should i know exactly when to stop the features of the package a user bought...
You should definitely stop when you get a cancel or eot IPN message. You probably don't want to deny service just because of payment difficulties. See below for the rest of it.
I've seen in the ipn, i have 'next recurring payment' date, should i save it and use it?
Save everything. Then you don't have a problem.
should i, every time a user do anything related to his package, check if the package limit time just ended? What can be a most preferred solution for this?
I have a 'subscriptions' table which shows the user/product pair and the expiry date. Every time he pays the expiry date is pushed out another period, or maybe I create it with the final expiry date, I don't remember offhand. When he logs in, he is given the roles associated with all his subscriptions that haven't expired yet.
If he tries to do something he can no longer do due to an expiry:
he isn't even provided with a link in the first place by the webapp, so he can't get there by any direct action
in any other case, e.g. somewhere I forgot to do that, or when he tries to access via a bookmark, container-managed authentication will see that he isn't in the appropriate role and give him a 403.
He can also see a table of his subscriptions showing how long they have left to run, and another table of expired subscriptions.

Related

Roadblocks with using PayPal Recurring Payment Subscription with ASP.Net Membership?

I'm using ASP.Net Membership Provider for logging into the premium content of this web site. The content isn't downloads, it's web pages of information and discounts, etc. That part is done. We want them to also have a PayPal Subscription annual payment to see the premium content. I would like ASP Membership and PayPal Subscription to work together as much as possible, but for the minimum I am thinking they will have to create a MemberId before they pay. Then I will send that MemberId to PayPal to associate the two.
I think I can do that like this:
Set "Auto Return" on in the interface so that it will redirect to return URL when payment is made.
Set "return URL" query string to MemberId. This requires not using the precompiled "Saved" buttons. I'll have to set it in Code Behind with Name Value Pairs, "NVP" to PayPal. I was hoping to just paste the stupid button.
But then, there were those "Advanced Variables" in the Button maker. Problem was they are compiled into the Saved button, so I can't change them for each person. But maybe that one parameter could be separate from the compiled parameters? Is this better than hacking the return URL? Are "Advanced Variables" good for anything?
All the details about the transaction will be POSTed to the return URL if I put in the right code, which might be rm=2. (Right?) Then I can record it.
This process is said to be unreliable, though, and PayPal recommends using a secondary system that they have, "IPN". PayPal sends the transaction details to me. I send them back http 200 code. Then I send it back to them in the same order I got it. Then they send me http 200. Then we all know it's good. This sounds like a few hours research to me, but if you've already done it once, it sounds like copy and paste. I hate reinventing the wheel. Is there a .Net sample of this IPN handshake/dance?
Also, if I do the IPN thing, maybe I don't need Auto Return. Maybe I add MemberId to "notify" URL instead of "return" URL. Then PayPal can handle the confirmation page, email, etc. Is that better?
Assuming we get the Subscription paid for and recorded with the MemberId, at least once per user session, after they log in, I have to check if they have paid their PayPal subscription and if it's up to date. "GetRecurringPaymentsProfileDetails" does this, but it is an API operation. That makes sense, but I was hoping to avoid learning their REST API. (Is there a "NVP" version?)
REST API OAUTH tokens expire every few minutes, but the only way it tells to get one is by using "Bash" to "cURL" some Linux commands. Again, this seems like the kind of thing that would only ever have to be written once. Does this already exist as a sample code somewhere?
(I don't want to use the API to do the Subscribe, because I don't want the Credit Card numbers to ever go to our site. Too much liability. That's why I wanted PayPal.)
Will this even work? I know PayPal has 18 ways to do everything and they all exclude each other, and I'm just getting the feeling that I'm creating a patchwork of unrelated ideas to fool myself into believing there's a light at the end of the tunnel. I've already been researching and experimenting for 10 hours or so. I really thought, going in, I'd just be pasting a stupid button.
If you want to just "copy the stupid button" then you'll have to stick to Payments Standard, and then you'll be limited with what you can do. For example, you won't be able to use GetRecurringPaymentsProfileDetails for a standard subscription.
Instead, you'll need to use Express Checkout and / or Payments Pro. There is indeed an NVP API available for these, and there is also a SOAP/XML version. Details on those can be found here: https://developer.paypal.com/docs/classic/api/
Specifically, for Express Checkout, you'll want SetExpressCheckout, GetExpressCheckoutDetails, DoExpressCheckoutPayment, and CreateRecurringPaymentsProfile. Some of those calls are optional depending on how exactly you're configuring things with the checkout flow.
For Payments Pro you'll use either DoDirectPayment / CreateRecurringPaymentsProfile or PayFlow depending on what version they put you on.
In any case, IPN is definitely the way to go for post-transaction processing.
.NET IPN Sample - https://github.com/paypal/ipn-code-samples/blob/master/paypal_ipn.asp

Implementing PayPal discounts - what if the user cancels?

Alright, I got my Paypal shopping cart set up and working, now I'd like to be able to add discount coupons.
I know I can simply implement the 'discount_amount_cart' variable in my form, but I'm still a little lost when it comes to handling the deactivation of a coupon code.
Let's say A activates the code. Now in my database it will be marked as 'reserved', meaning no one else can use it. Once A completes his transaction, the IPN will mark the code as 'used' and it becomes useless.
But what if A decides to activate the code, but never actually buys anything on my website?
I'm using the $_SESSION variable to save my shopping cart, so once the user returns to my website, the code might still be shown as activated for him. When exactly would I mark it back as 'not reserved & not used' in my database?
I could do this based on time, but this doesn't really feel safe either. Let's say the user puts everything into his basket, goes to Paypal, waits for an hour and then decides to finish his checkout. The discount would still be activated, but in the meantime, it could've already been 'unreserved' in the database and used by another person!?
How would I go about this?
Thanks in advance!
IMHO, this has little to do with PayPal and more about your business rules. If your coupon is single use (globally), then you will be faced with the same issue regardless of any payment flow.
Simply putting it in "cart" and/or any event where a user "activates" said coupon, then just navigating elsewhere in your site, doesn't do anything, [whatever], creates that lag
it could be Paypal, Amazon, your own gateway - it really doesn't matter...but there will be a lag between activation and payment (beyond your control)
I think it's just best to be explicit with your customers and handle it appropriately technically (based on what that explicit messaging is).
You'll see some implementation of "timed purchase" at ticketing sites (e.g. buying a ticket to a game, movie, etc.) - they will have a "timer" for the user to do something (otherwise, the "reservation" is lost).
Hth...
Put an expiry date on coupon use - such as must be used within 10 days of activation. It gives the user urgency to use the coupon and gives you a timeframe to invalidate it.

Paypal PDT - unable to get transaction ID

After a customer pays from Paypal, he can be auto-redirected back to my website with auto-return and pdt features switched on. Everything works fine when the customer waits 10 seconds for the auto-redirect, transaction id is sent via a get, but when the customer chooses to "click here" instead of waiting for 10 seconds for the auto-redirect, the transaction id is not sent.
Anyone knows of a way to fix this?
Thanks!
First, are you just trying to display the transaction ID or are you trying to add it in a database or use it for email receipts, etc?
If you're simply trying to display it then PDT is fine. Otherwise, I'd highly recommend you use IPN instead. It's very similar except that the data will always be POSTed to it regardless of whether the user makes it back to your site or not, which isn't always guaranteed, even with Auto-Return enabled.
If PDT is all you need, it really should work the same regardless of how they make it back. I use PDT so rarely, though, that I really haven't tested it much lately. I'd have to run some tests in the sandbox to see if I can reproduce that and figure out how to make it work how you want.
Let me know, though, because if IPN is the better solution I don't want to waste time messing with PDT.

In app auto-renewable subscriptions

Sorry for the millionth question about iTunes subscriptions, but I still have a few doubts.
Basically I'm implementing auto-renewable subscriptions in my app and I want to make sure I got it right. Here's a list of steps to take that I came up with:
whenever an user buys a subscription, send the receipt to the server to validate it
if the receipt is valid, save it on the database
on application load, ask the server if a receipt for this UDID exists (this is to figure out if the user has a valid subscription)
if so, check if a new item has been added on the store in a date range from the subscription start date to the expire date
if any, notify the user about those items in some way and mark them as freely downloadable
Are these steps correct? And if so, why does the Apple doc say:
In most cases, your iOS client application should not need to change. In fact, your client application is now made simpler, as you can use the same code to recover auto-renewable subscriptions as you do to recover nonconsumable products. This is described in “Restoring Transactions.”Your application receives a separate transaction for each period of time where the subscription was renewed; your application should verify each receipt separately.
To me it looks like this needs some code to handle all the various cases I mentioned, instead. Or I'm totally wrong about it. Am I?
Plus, how do I know about the subscription expiration date? I can't find a way to get this information anywhere. Am I supposed to save this on my own database?
Update:
I've figured out a few things since I posted this question. Feel free to correct me if I'm wrong.
First of all I guess I'm supposed to store the length of the subscription somewhere on my own database, because as stated on Apple's docs, you cannot retrieve it in any way through Apple's web services. In fact, each subscription length has a different product identifier, so you should have a way to convert a product identifier to a subscription length.
Also, Sylvian has posted details about his implementation of auto-renewable subscriptions, so at least I know my thinking wasn't too much flawed.
Now the only problem is this: how do I know that an user has a valid subscription? I could store this information on my server, yeah, but how do I associate an user with a completed transaction? Should I save the device's UDID?
Here is how we implemented In App Purchases and specifically the new auto-renewable products at my company.
The application transmits the transaction receipt to our webservice, we return OK to the application if we handled it correctly and Apple could verify it. In that case we updated the user account (i.e. the database) to say "yes he has paid and his subscription is valid till the receipt expiration date".
After the OK for this webservice, the application reloads the account info through another webservice, and see there is a valid subscription. That was it... Until auto-renewable products appeared.
We now had to implement some CRON jobs which runs every day: every day we make a list of passes which are supposed to expire, and we ask Apple if the original receipt is still valid: the magic thing is that in their answer, there is a field latest-receipt which embeds the latest receipt. If it is not the same as the one we have, we understand that the subscription has been renewed automatically, we store the latest receipt for the next cron check, and we update the user account to extend the expiration date.
Hope it helps.
I think I found a solution. It doesn't require an additional username/password and it seems to be working.
Note: If you think this is inappropriate, please explain why in the comments. Thanks.
Basically, whenever an user buys a subscription, I validate the receipt against my server and store the receipt data in the user defaults. Then, when the app is opened, or whenever I need to check if the subscription is still valid, I retrieve the previously saved receipt data from the user defaults and validate it against the server.
My webservice just returns whether the subscription is still valid or has expired, plus some other related information such as the subscription length. To do this, it just queries the iTunes server as usual, and checks if the status response is nonzero. 21006 means that the subscription has expired.
If your app has some user management i.e. you use username/password to use the app, then you have to maintain a server to record the purchase/validity of the currently logged in user. This is applicable for normal subscription and non-consumable purchase. But... if you use the new auto-renewable subscription, then it's NOT possible to maintain multiple user in that app, because : this kind of purchase can not be done multiple times within the subscription period using the same Apple ID from the same application and I found it really annoying and finding a better solution for this case i.e where I have multiple child account in the app but I want to use the same Apple-Id to purchase a auto-renewable subscription for each account. And I think I have to use the old subscription model. Any new thoughts ?
as far as I have understand it the apple server will contact you (or the customer with his iPhone) and tell "look here I have a valid purchase for you". Inside your App you read this message and unlock the regarding content for use. The next step is to tell the apple server that you have responded to the receipt and the apple server will not show the message again.
So with a renewable subscription you get for each period a new message. Correct me if I'm wrong, please.

Best way to notify users of an account that needs to be updated?

I am using Microsoft CRM 4.0. I currently have many accounts that need to be updated by the sales person assigned to the account. What would be the best way to notify the user of the update? Also, It would be nice if there was also a way to notify me back that the task had been completed. I was thinking the best way would be through a workflow but It does not allow me to select multiple accounts at once to notify the user, of which ones need the update. I also have mobile access with CRM.
You're on the right track. You could use a combination of workflows to accomplish this. I don't know what exactly it is they need to update but you could create a bit flag called new_isrecordupdated and then create workflows that wait until the fields needing to be updated are changed. When they are you can set that flag to true. Then have another workflow sleep for X days and verify that the field is false, if so send out an email to the user.
If you need them to complete tasks, then the workflow will need to sit on the tasks if they're regarding an account. On a status change of completed, update the flag to false.
Again, I'm not sure what you're looking for them to update so I can't say with 100% certainty that this is what you need.
Depending on how many accounts you are talking about, you may want a scheduled console application to find all of the outstanding accounts that still require attention. It could then create a single email for each sales person each day with links to each of the accounts that still required attention.
You could also have a single daily report letting you know which accounts had been updated and which were still needed updating.
These could be done with a scheduled application or an SSRS Report.
In addition it would be helpful to add a view for your sales reps that showed them the complete list of accounts that they needed to update. You would also want a similar view sorted by the assigned owner.
This way you have notification, but not abusive notification if a lot of these are happening and you have a way for both you and your salesmen see anything outstanding with a simple glance at a view.
You would probably need to have a boolean to set an account as needing an update, and then you could use a plug-in to reset that flag whenever the owner updated it along with setting a last updated date. This would give you the fields to flag an account as needing to be updated and the date would allow you to see which accounts had been updated by their owners.