puffin-app/docs/STRIPE_INTEGRATION_SUMMARY.md

# Stripe Integration & Database Schema - Summary

## 📋 Overview
This document summarizes the database schema updates and Stripe webhook logging enhancements completed on 2025-11-03.

## ✅ Completed Tasks

### 1. Enhanced Webhook Logging
**File:** `server/routes/webhooks.js`

Added comprehensive logging function `logStripeSessionData()` that displays:
- Session information (ID, payment intent, status, timestamps)
- Payment amounts (total, subtotal, currency)
- Customer details (name, business name, individual name, email, phone)
- Billing address (all fields)
- Business customer fields (business name, tax IDs)
- Payment method types
- Metadata (custom fields)
- Additional fields (locale, customer ID, etc.)

**Output Format:**
```
╔════════════════════════════════════════════════════════════════╗
║         STRIPE CHECKOUT SESSION - COMPREHENSIVE DATA          ║
╚════════════════════════════════════════════════════════════════╝

📋 SESSION INFORMATION:
💰 PAYMENT AMOUNT:
👤 CUSTOMER DETAILS:
📬 BILLING ADDRESS:
💳 PAYMENT METHOD:
🏷️  METADATA:
... (and more)
```

### 2. Updated Database Schema
**Files:**
- `docs/NOCODB_SCHEMA.md` (comprehensive documentation)
- `src/types.ts` (TypeScript interfaces)

#### Added Fields (19 new fields)

**Payment & Stripe Integration (5 fields):**
- `stripeSessionId` - Link to Stripe Checkout Session
- `stripePaymentIntent` - For refunds/payment verification
- `stripeCustomerId` - Reusable customer ID
- `baseAmount` - Pre-fee amount (from metadata)
- `processingFee` - Stripe processing fee (from metadata)

**Billing Address (6 fields):**
- `billingCity`
- `billingCountry`
- `billingLine1`
- `billingLine2`
- `billingPostalCode`
- `billingState`

**B2B Customer Support (3 fields):**
- `businessName` - Business name for B2B purchases
- `taxIdType` - Tax ID type (eu_vat, us_ein, gb_vat, etc.)
- `taxIdValue` - Tax identification number

**Customer Details (1 field):**
- `customerPhone` - Customer phone number (if collected)

#### Removed Fields (2 fields)
- `customerCompany` - Redundant with `businessName`
- `paymentReference` - Redundant with `stripePaymentIntent`

#### Made Optional
All vessel and trip fields (since not all orders are yacht trips):
- `vesselName`, `imoNumber`, `vesselType`, `vesselLength`
- `departurePort`, `arrivalPort`, `distance`, `avgSpeed`, `duration`, `enginePower`

### 3. Real-World Data Verification
Analyzed actual business payment from Stripe (event: `evt_1SPPa3Pdj1mnVT5kscrqB21t`):

```typescript
{
  amount: $165,042.96,
  baseAmount: $160,235.88,
  processingFee: $4,807.08,
  businessName: "LetsBe Solutions LLC",
  taxIdType: "eu_vat",
  taxIdValue: "FRAB123456789",
  customerPhone: "+33633219796",
  billingCountry: "FR"
  // ... all other fields
}
```

### 4. Documentation Created
- **`docs/NOCODB_SCHEMA.md`** - Complete field reference with:
  - Field definitions table
  - Required vs optional indicators
  - Stripe webhook mapping guide
  - Real-world example data
  - Field type notes
  - Change log

- **`docs/TESTING_STRIPE_WEBHOOK.md`** - Testing guide with:
  - Three testing methods (Stripe CLI, real payments, dashboard)
  - Expected log output examples
  - Verification checklist
  - Common issues & fixes
  - Test data to use

- **`docs/STRIPE_INTEGRATION_SUMMARY.md`** - This file

## 📊 Final Schema Statistics

**Total Fields:** 42 fields
- **Required:** 10 fields
- **Optional:** 32 fields

**Categories:**
- Core Identification: 6 fields
- Payment Information: 8 fields
- Carbon Offset Details: 6 fields
- Customer Information: 13 fields
- Vessel Information: 4 fields (optional)
- Trip Details: 6 fields (optional)
- Administrative: 1 field

## 🎯 Key Features

### B2B Support
- Full business customer information capture
- Tax ID collection (VAT, EIN, etc.)
- Business name separate from individual name
- Reusable customer profiles via Stripe Customer ID

### Payment Transparency
- Separate base amount and processing fee tracking
- Full Stripe payment references for refunds
- Multiple payment method support
- Currency conversion tracking (amountUSD)

### Comprehensive Billing
- Complete billing address capture
- Phone number collection (optional)
- Country/region support for international customers

### Flexible Use Cases
- Yacht trip calculations (vessel/trip fields optional)
- Direct offset purchases (no vessel required)
- Multiple order sources (web, mobile-app, manual, api)

## 🔄 Data Flow

```
Checkout Form
    ↓
Stripe Checkout Session
    ↓ (metadata)
Stripe Payment Success
    ↓ (webhook)
Server Webhook Handler
    ↓ (logStripeSessionData)
Enhanced Logging
    ↓ (session data)
NocoDB Database
    ↓
Admin Portal Display
```

## 🧪 Testing Status

✅ **Webhook Logging Enhanced** - Comprehensive data display implemented
⏳ **Pending:** Live webhook testing with real payment
⏳ **Pending:** NocoDB table creation
⏳ **Pending:** Webhook-to-database mapping implementation

## 📝 Next Steps

1. **Test Enhanced Logging**
   - Run test payment through Stripe
   - Verify all fields appear in logs
   - Document any missing fields

2. **Create NocoDB Table**
   - Use schema from `docs/NOCODB_SCHEMA.md`
   - Configure field types (String, DateTime, etc.)
   - Set required field validation

3. **Implement Database Integration**
   - Create `nocodbClient.createOrder()` method
   - Map Stripe session data to NocoDB fields
   - Call from webhook handler after payment confirmation

4. **Add Webhook Handler**
   - Extract all fields from `session` object
   - Handle B2B vs individual customer logic
   - Store complete record in NocoDB
   - Add error handling and retry logic

5. **Enable Phone & Tax Collection**
   - Update checkout session creation in `server/routes/checkout.js`
   - Add `phone_number_collection: { enabled: true }`
   - Add `tax_id_collection: { enabled: true }`

## 📚 Reference Files

- **Schema:** `docs/NOCODB_SCHEMA.md`
- **Testing:** `docs/TESTING_STRIPE_WEBHOOK.md`
- **Types:** `src/types.ts:147-202` (OrderRecord interface)
- **Webhook:** `server/routes/webhooks.js:15-124` (logStripeSessionData)
- **NocoDB Client:** `src/api/nocodbClient.ts`

## 💡 Key Insights from Real Data

1. **Business Customers:** Stripe clearly distinguishes business vs individual:
   - `business_name` populated for B2B
   - `individual_name` populated for B2C
   - `name` serves as display name (either business or individual)

2. **Tax Collection:** When enabled, provides structured tax IDs:
   - Type (eu_vat, us_ein, gb_vat, etc.)
   - Value (actual tax number)
   - Multiple tax IDs possible (array)

3. **Phone Numbers:** Available when `phone_number_collection.enabled: true`

4. **Processing Fees:** Must be calculated and passed in metadata (not automatic)

5. **Customer IDs:** Stripe creates reusable customer objects for future purchases

---

**Status:** ✅ Schema finalized and documented
**Last Updated:** 2025-11-03
**Real Data Verified:** Yes (business purchase with VAT)