Accepting payments

In this guide, we explore how to accept payments using this bundle, by building a simplified Checkout system from scratch.

Tip

In no way are you forced to use the presented system in your application, this is merely the simplest way to show this bundle in action. We recomend you follow the steps below and, once you grasp how this bundle works, think about the best way to integrate it into your application.

Warning

We have completely left out any security considerations. In a real-world scenario, you must make sure a user is not able to access other users’ data.

The Order entity

The Order entity represents what is being purchased and usually contains:

  • $id: The unique id of the order
  • $amount: The total price
  • $paymentInstruction: The PaymentInstruction instance

Tip

If you’re wondering what a PaymentInstruction is, take a look at The Model, though you don’t strictly need to understand it to follow the instructions below.

Here’s the full code for a minimal Order entity:

// src/App/Entity/Order.php

namespace App\Entity;

use Doctrine\ORM\Mapping as ORM;
use JMS\Payment\CoreBundle\Entity\PaymentInstruction;

/**
 * @ORM\Table(name="orders")
 * @ORM\Entity
 */
class Order
{
    /**
     * @ORM\Column(name="id", type="integer")
     * @ORM\Id
     * @ORM\GeneratedValue(strategy="AUTO")
     */
    private $id;

    /**
     * @ORM\OneToOne(targetEntity="JMS\Payment\CoreBundle\Entity\PaymentInstruction")
     */
    private $paymentInstruction;

    /**
     * @ORM\Column(type="decimal", precision=10, scale=5)
     */
    private $amount;

    public function __construct($amount)
    {
        $this->amount = $amount;
    }

    public function getId()
    {
        return $this->id;
    }

    public function getAmount()
    {
        return $this->amount;
    }

    public function getPaymentInstruction()
    {
        return $this->paymentInstruction;
    }

    public function setPaymentInstruction(PaymentInstruction $instruction)
    {
        $this->paymentInstruction = $instruction;
    }
}

Warning

Note that the precision and scale in the $amount column definition are set to 10 and 5, respectively. This is consistent with the mapping this bundle uses internally and means that the greatest amount you will be able to accept is 99999.99999.

See the Overriding entity mapping guide for instructions on how to override this limit.

Before proceeding, make sure you update your database schema, in order to create the orders table:

bin/console doctrine:schema:update

Or, if using migrations:

bin/console doctrine:migrations:diff
bin/console doctrine:migrations:migrate

The Controller

Each step of our Checkout process will be implemented as an action in an OrdersController. All routes will be namespaced under /orders.

Go ahead and create the controller:

// src/App/Controller/OrdersController.php

namespace App\Controller;

use Symfony\Component\Routing\Annotation\Route;
use Symfony\Bundle\FrameworkBundle\Controller\AbstractController;

/**
 * @Route("/orders")
 */
class OrdersController extends AbstractController
{
}

Creating an Order

The first step in our Checkout process is to create an Order, which we will do in a newAction. This action acts as the bridge between the Checkout process and the rest of your application.

To simplify, we will only be passing an amount (the total price of the items being purchased) as a parameter to the action. In a real world application you would probably pass the $id of a Shopping Cart, or a similar entity that holds information about the items being purchased.

Create the newAction in the OrdersController:

// src/App/Controller/OrdersController.php

use AppBundle\Entity\Order;
use Symfony\Component\Routing\Annotation\Route;

/**
 * @Route("/new/{amount}")
 */
public function newAction($amount)
{
    $em = $this->getDoctrine()->getManager();

    $order = new Order($amount);
    $em->persist($order);
    $em->flush();

    return $this->redirectToRoute('app_orders_show', [
        'orderId' => $order->getId(),
    ]);
}

If you navigate to /orders/new/42.24, a new Order will be inserted in the database with 42.24 as the amount and you will be redirected to the showAction, which we will create next.

Creating the payment form

Once the Order has been created, the next step in our Checkout process is to display it, along with the payment form. We will be doing this in a showAction:

// src/App/Controller/OrdersController.php

use App\Entity\Order;
use JMS\Payment\CoreBundle\Form\ChoosePaymentMethodType;
use Symfony\Component\Routing\Annotation\Route;
use Symfony\Component\HttpFoundation\Request;

/**
 * @Route("/{orderId}/show")
 */
public function showAction($orderId, Request $request, PluginController $ppc)
{
    $order = $this->getDoctrine()->getManager()->getRepository(Order::class)->find($orderId);

    $form = $this->createForm(ChoosePaymentMethodType::class, null, [
        'amount'   => $order->getAmount(),
        'currency' => 'EUR',
    ]);

    return $this->render('Orders/show.html.twig', [
        'order' => $order,
        'form'  => $form->createView(),
    ]);
}

Note

If your Symfony version is earlier than 3.0, you must refer to the form by its alias instead of using the class directly:

// src/AppBundle/Controller/OrdersController.php

$form = $this->createForm('jms_choose_payment_method', null, [
    'amount'   => $order->getAmount(),
    'currency' => 'EUR',
]);

And the corresponding template:

{# templates/Orders/show.html.twig #}

Total price: € {{ order.amount }}

{{ form_start(form) }}
    {{ form_widget(form) }}
    <input type="submit" value="Pay € {{ order.amount }}" />
{{ form_end(form) }}

If you now refresh the page in your browser, you should see the template rendered, with all the payment methods you have installed. The form includes a radio button so the user can select the payment method they wish to use.

Tip

If you get a There is no payment method available exception, you haven’t configured any payment backends yet. Please see Configure a payment backend for information on how to do this.

Tip

See Payment form for information on all the available options you can pass to the form.

Handling form submission

We’ll handle form submission in the same action which renders the form. Upon binding, the form type will validate the data for the chosen payment method and, on success, give us back a valid PaymentInstruction instance.

We’ll attach this PaymentInstruction to the Order and then redirect to the paymentCreateAction. In case the form is not valid, we don’t redirect and the template is re-rendered with form errors displayed.

Note that no remote calls to the payment backend are made in this action, we’re simply manipulating data in the local database.

// src/App/Controller/OrdersController.php

use App\Entity\Order;
use JMS\Payment\CoreBundle\Form\ChoosePaymentMethodType;
use Symfony\Component\Routing\Annotation\Route;
use Symfony\Component\HttpFoundation\Request;

/**
 * @Route("/{orderId}/show")
 */
public function showAction($orderId, Request $request, PluginController $ppc)
{
    $form = $this->createForm(ChoosePaymentMethodType::class, null, [
        'amount'   => $order->getAmount(),
        'currency' => 'EUR',
    ]);

    $form->handleRequest($request);

    if ($form->isSubmitted() && $form->isValid()) {
        $ppc->createPaymentInstruction($instruction = $form->getData());

        $order->setPaymentInstruction($instruction);

        $em = $this->getDoctrine()->getManager();
        $em->persist($order);
        $em->flush($order);

        return $this->redirectToRoute('app_orders_paymentcreate', [
            'orderId' => $order->getId(),
        ]);
    }

    return $this->render('Orders/show.html.twig', [
        'order' => $order,
        'form'  => $form->createView(),
    ]);
}

Depositing money

In the previous section, we created our PaymentInstruction and redirected to the paymentCreateAction. In this section we will be implementing that action.

Creating a Payment instance

Let’s start by creating a private method in our controller, which will aid us in creating the Payment instance. No remote calls will be made yet.

// src/App/Controller/OrdersController.php

use App\Entity\Order;
use JMS\Payment\CoreBundle\PluginController\PluginController;

private function createPayment(Order $order, PluginController $ppc)
{
    $instruction = $order->getPaymentInstruction();
    $pendingTransaction = $instruction->getPendingTransaction();

    if ($pendingTransaction !== null) {
        return $pendingTransaction->getPayment();
    }

    $amount = $instruction->getAmount() - $instruction->getDepositedAmount();

    return $ppc->createPayment($instruction->getId(), $amount);
}

Issuing the payment

Now we’ll call the createPayment method we implemented in the previous section in a new createPaymentAction, where we will actually create a payment through the payment backend and, if successful, redirect the user to a paymentCompleteAction:

// src/App/Controller/OrdersController.php

use App\Entity\Order;
use Symfony\Component\Routing\Annotation\Route;
use JMS\Payment\CoreBundle\PluginController\PluginController;
use JMS\Payment\CoreBundle\PluginController\Result;

/**
 * @Route("/{orderId}/payment/create")
 */
public function paymentCreateAction($orderId, PluginController $ppc)
{
    $order = $this->getDoctrine()->getManager()->getRepository(Order::class)->find($orderId);

    $payment = $this->createPayment($order, $ppc);

    $result = $ppc->approveAndDeposit($payment->getId(), $payment->getTargetAmount());

    if ($result->getStatus() === Result::STATUS_SUCCESS) {
        return $this->redirectToRoute('app_orders_paymentcomplete', [
            'orderId' => $order->getId(),
        ]);
    }

    throw $result->getPluginException();

    // In a real-world application you wouldn't throw the exception. You would,
    // for example, redirect to the showAction with a flash message informing
    // the user that the payment was not successful.
}

Tip

If you get an Unable to generate a URL exception, the transaction was successful. We just haven’t created that action yet, we will be doing so later.

If you get an ActionRequiredException, you are using a payment backend which requires offsite operations. In the next section we explain what this means and how to support it.

Performing the payment offsite

Certain payment backends (e.g. Paypal) require the user to go their site to actually perform the payment. In that case, $result will have status Pending and we need to redirect the user to a given URL.

We would add the following to our action:

// src/App/Controller/OrdersController.php

use JMS\Payment\CoreBundle\Plugin\Exception\Action\VisitUrl;
use JMS\Payment\CoreBundle\Plugin\Exception\ActionRequiredException;
use JMS\Payment\CoreBundle\PluginController\Result;

if ($result->getStatus() === Result::STATUS_PENDING) {
    $ex = $result->getPluginException();

    if ($ex instanceof ActionRequiredException) {
        $action = $ex->getAction();

        if ($action instanceof VisitUrl) {
            return $this->redirect($action->getUrl());
        }
    }
}

throw $result->getPluginException();

Tip

If you get an exception, you probably didn’t configure the payment plugin correctly. Take a look at the respective plugin’s documentation and make sure you followed the instructions.

Displaying a Payment complete page

The last step in out Checkout process is to tell the user the payment was successful. We wil be doing so in a paymentCompleteAction, to which we have been redirected from the paymentCreateAction:

// src/App/Controller/OrdersController.php

use Symfony\Component\HttpFoundation\Response;
use Symfony\Component\Routing\Annotation\Route;

/**
 * @Route("/{orderId}/payment/complete")
 */
public function paymentCompleteAction($orderId)
{
    return new Response('Payment complete');
}