discourse-subscriptions/README.md

5.8 KiB

Discourse Patrons

Build Status

The Discourse Patrons plugin allows you to set up a subscription based Discourse application. By integrating with the Stripe payment gateway and setting up this plugin to manage Subscriptions, you can start selling users access to content on your website.

You can try it out here: https://discourse.rimian.com.au/patrons/subscribe

See Screenshots below.

Installation

What are Subscriptions?

Subscriptions are how you manage access to your content. There are two core components to make Subscriptions work for your Discourse application. These are Products and Plans.

A Product describes what the user gets when they subscribe. It has a name and description and most importantly, it is associated with a Discourse User Group. A product can have one or more plans.

A Plan is how you charge your users for the Product. Plans have rates, billing intervals and trial periods. A Product may have multiple Plans. For example: a yearly and a monthly Plan with different pricing. You can't change plans much once they are created but you can archive them and create new ones.

Together, Products and Plans make up Subscriptions.

It is important to note that untimately, your subscriptions are managed by the Stripe payment gateway. Stripe will handle the billing, etc at the required intervals and notify your Discourse Plugin when something happens. If you were to destroy your instance of Discourse, you will need to cancel all of your subscriptions manually with Stripe. Thankfully, Stripe has a portal where you can manage all that.

How to set up your Discourse app for subscriptions.

Set up your payment gateway.

Firstly, you'll need an account with the Stripe payment gateway. This is how you manage your transactions.

When you get a moment, take a look at Stripe's documentation. But for now, you can set up an account in test mode and see how it all works without making any real transactions. Then, if you're happy with how everything works, you can start taking real transactions. See below for test credit card numbers.

Set up your User Groups in Discourse

When a user successfully subscribes to your Discourse application, after their credit card transation has been processed, they are added to a User Group. By assigning users to a User Group, you can manage what your users have access to on your website. User groups are a core functionality of Discourse and this plugin does nothing with them except and and remove users from the group you accociated with your Plan.

After you have created a User Group and configured it correctly, you can move onto setting up Discouse Patrons.

Enter your configuration details

When you create an account with Stripe, you'll get a public and private key. These are entered in the Discourse Patrons admin so your subscriptions can integrate with Stripe. There are different keys for testing and production environments.

You can also toggle the Subscribe button on and off in case you want to hide the link while you're setting up.

Create one or more products with plans.

In the admin, add a new Product. Once you have a product saved, you can add plans to it. Keep in mind that the pricing and billing intervals of plans cannot be changed once you create them. This is to avoid confusion around subscription management.

If you take a look at your Stripe Dashboard, you'll see all those products and plans are listed. Discourse Patrons does not create them locally. They are created in Stripe.

Testing

Test with these credit card numbers:

  • 4111 1111 1111 1111

Visit /patrons/subscribe and enter a few test transcations.

Warranty

THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS “AS IS” AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

Credits

Many thanks to Chris Beach and Angus McLeod who helped on the previous version of this plugin. Many thanks to the Discourse team who sponsored this plugin! You guys rock.

Known issues

  • CSS is mucked up in Safari and probably Firefox too.
  • The phone number isn't sent to Stripe

TODOs

  • Currency on plans isn't done.
  • Admin pagination
  • Confirm dialog CSS isn't the best.
  • Check against other themes (works ok with light and dark)
  • Validate the model properly. Not in the stripe component
  • Show the transaction on the thank you page.
  • Work out where to put the helper tests. Name collision!

Screenshots

Products Admin

Admin Products

Product Admin

Admin Product

Plan Admin

Admin Plan

Subscription Admin

Admin Subscriptions

Subscription User

Admin Subscriptions

Subscribe

Admin Subscriptions