Rails Stripe Checkout
Rails 5.0 example application demonstrates how to sell a product using Stripe Checkout. Use this example application as a starter app for your own web applications.
See the tutorial for a complete explanation of the code:
The application uses:
- Stripe for credit card payment processing
- Devise for user management and authentication
- Role-Based Authorization for administrator access
- Bootstrap front-end framework
Other tutorials may be helpful:
You can build this application in only a few minutes using the Rails Composer tool.
From the RailsApps Project
The RailsApps open source project offers starter applications and tutorials for Rails developers. Generate the applications with the Rails Composer tool.
All the code is explained in the Capstone Rails Tutorials. You can purchase the Capstone Rails Tutorials to support the project.
If You Are New to Rails
If you’re new to Rails, see What is Ruby on Rails?, the book Learn Ruby on Rails, and recommendations for a Rails tutorial.
What Is Implemented — and What Is Not
This application is based on the rails-devise-roles and rails-signup-download example applications. The rails-devise-roles application shows how to implement “sign up” and “sign in” features (authentication) combined with authorization for roles such as an administrator. The rails-signup-download example application shows how a visitor can download a PDF file after registering for an account.
The rails-stripe-checkout application implements a payment feature using Stripe Checkout so a visitor makes a payment to obtain an example PDF file. Devise provides account registration, so that a visitor creates an account when he or she makes a purchase. This means the visitor can return to the site, and after signing in with an email address and password, can download the PDF file again to get an update or replace a deleted file. This functionality is similar to sites such as Gumroad or Leanpub where authors sell digital books.
Stripe Checkout provides compliance with Payment Card Industry Data Security Standards (PCI-DSS). Stripe Checkout is a JavaScript script that generates a “Pay with Card” button and form. The script submits the visitor’s credit card data to Stripe and obtains an authorization token. Your application uses the authorization token to initiate a payment so the visitor’s credit card data is never stored or exposed by your application.
Most examples of Stripe Checkout show how to make one-time purchases with no account registration feature. In contrast, the rails-stripe-checkout application shows how to integrate Stripe Checkout with Devise for account registration. The application provides a two-step “sign up and purchase” process that initiates a payment and creates a user account.
For a one-step process, you can use the Stripe.js script instead of Stripe Checkout, creating a custom form. Stripe Checkout is simpler. Stripe.js provides more flexibility. This application does not show how to use Stripe.js.
The rails-stripe-checkout example application does not show how to offer multiple products for sale (though you can customize the application if you wish). It also does not support subscription sales or recurring billing (again, you can customize the application if you wish).
The rails-stripe-checkout application has all the functionality of the rails-signup-download example application, including the ability to subscribe a user to a MailChimp mailing list at the time an account is created. The mailing list subscription feature runs as a background process using Active Job. You can learn more about the subscription feature by reading the Mailing List with Active Job tutorial.
Database
The application requires a database. The example application uses SQLite with Rails ActiveRecord. You can easily substitute PostgreSQL, MySQL, or other databases.
Front-end Framework
The example application integrates Bootstrap for a navigation bar and flash messages. The forms are set up to use Bootstrap. You can customize the application to use other front-end frameworks such as Zurb Foundation.
Similar Examples and Tutorials
This is one in a series of Rails example apps and tutorials from the RailsApps Project. See a list of additional Rails examples, tutorials, and starter apps. Related example applications may be useful:
- Learn Rails companion to the book Learn Ruby on Rails
- Foundation and Rails shows how to integrate Foundation
- Bootstrap and Rails shows to integrate Bootstrap
- Mailing Lists with Active Job for MailChimp subscriptions
- OmniAuth and Rails uses OmniAuth for authentication
- Devise and Rails uses Devise for authentication
- Role-Based Authorization using simple roles
- Pundit and Rails uses Pundit for authorization
- Signup and Download combines authentication with authorization and a PDF download
Accounts You Will Need
Get the accounts you will need before deploying the application.
Devise provides a “Forgot Password?” feature that resets a password and sends instructions to the user. You’ll need an email service provider to send email from the application. You can use Gmail during development. You can get a free Gmail account if you don’t already have one. For production, Gmail is not robust. Use transactional email services, such as Mandrill, to send email in production. See the article Send Email with Rails for more information.
Stripe
A Stripe account is required. Before you start, go to the Stripe website and set up an account. You don’t need a credit card merchant account or payment gateway. There’s no approval process to delay getting started.
Merchant Account
Your business will need a merchant account in order to accept credit card payments. If you already have a merchant account, you can use it with Stripe. Stripe provides a merchant account as part of its service, so you don’t need to obtain one.
MailChimp
A MailChimp account is optional. The application User model includes a method to subscribe a new user to a MailChimp mailing list when an account is created. If you choose to use this feature, you’ll need a MailChimp account.
When visitors submit an email address, the application will add them to a MailChimp list. To access MailChimp, we’ll need a MailChimp API key. “Log in to MailChimp”https://admin.mailchimp.com/ to get your API key. Click your name at the top of the navigation menu, then click “Account”. Click “Extras,” then “API keys.” You have to generate an API key; MailChimp doesn’t create one automatically.
You’ll also need to create a MailChimp mailing list. The MailChimp “Lists” page has a button for “Create List.” The list name and other details are up to you. We’ll need the MAILCHIMP_LIST_ID for the mailing list you’ve created. To find the list ID, on the MailChimp “Lists” page, click the “down arrow” for a menu and click “Settings.” At the bottom of the “List Settings” page, you’ll find the unique ID for the mailing list.
With MailChimp, you can send a welcome message automatically when the visitor signs up for the mailing list. Use the welcome message to inform the visitor that they’ve successfully subscribed to the mailing list. It’s a bit difficult to find the MailChimp option to create a welcome message. Strangely, MailChimp considers a welcome message a “form.” Here’s how to find it. On the MailChimp “Lists” page, click the “down arrow” for a list and click “Signup forms.” Then click “General forms.” On the “Create Forms” page, there is a drop-down list of “Forms & Response Emails.” The gray box shows “Signup form.” Click the down arrow. Select the menu item named “Final ‘Welcome’ Email” and you’ll be able to create a welcome message.
Hosting
We provide instructions to deploy the application to Heroku which provides Rails application hosting. It costs nothing to set up a Heroku account and deploy as many applications as you want. To deploy an app to Heroku, you must have a Heroku account. Visit Heroku to set up an account.
SSL
Visitors to your website will be sending credit card information from their browser to Stripe’s servers when they sign up for a subscription. The Stripe JavaScript library will open an SSL connection to Stripe’s servers when the form is submitted. You can host your site without SSL and your users’ credit card numbers will be protected on the way to Stripe’s servers. However, your security-conscious visitors will be uneasy if they see that the web URL for your registration page begins with http:// and not https:// (indicating an SSL connection). For their peace of mind (and the higher conversion rate that comes with trust), you should host your website with an SSL connection. Additionally, as a general practice, it is wise to host any webapp that requires login over an SSL connection.
If you’re deploying with Heroku, you can access any Heroku app over SSL at https://myapp.herokuapp.com/. Setting up an SSL certificate for a custom domain on Heroku can be a hassle but there’s a convenient alternative that is a better value. You can purchase CloudFlare for $20/month and get SSL without purchasing or installing an SSL certificate. CloudFlare is a content delivery network (CDN) and website optimizer; the $20/month CloudFlare Pro plan includes SSL. See the article Configuring CloudFlare DNS for a Heroku App. If you’re deploying on Heroku, you can wait until you’ve deployed to sign up for a Cloudflare account.
Dependencies
Before generating your application, you will need:
- The Ruby language – version 2.3.1
- The Rails gem – version 5.0
See the article Installing Rails for instructions about setting up Rails and your development environment. See the article Updating to Rails 5.0 if you are using older versions of Rails.
Getting the Application
Local
You have several options for getting the code on your own machine. You can fork, clone, or generate.
Fork
If you’d like to add features (or bug fixes) to improve the example application, you can fork the GitHub repo and make pull requests. Your code contributions are welcome!
Clone
If you want to copy and customize the app with changes that are only useful for your own project, you can clone the GitHub repo. You’ll need to search-and-replace the project name throughout the application. You probably should generate the app instead (see below). To clone:
$ git clone git://github.com/RailsApps/rails-stripe-checkout.git
You’ll need git on your machine. See Rails and Git.
Generate
If you want to use the project as a starter application, use the Rails Composer tool to generate a new version of the example app. You’ll be able to give it your own project name when you generate the app. Generating the application gives you additional options.
To build the example application, Rails 5.0 must be installed in your development environment. Run the command:
$ rails new rails-stripe-checkout -m https://raw.github.com/RailsApps/rails-composer/master/composer.rb
The $ character indicates a shell prompt; don’t include it when you run the command.
This creates a new Rails app named rails-stripe-checkout on your computer. You can use a different name if you wish.
You’ll see a prompt:
option Build a starter application?
1) Build a RailsApps example application
2) Contributed applications
3) Custom application
Enter “1” to select Build a RailsApps example application. You’ll see a prompt:
option Choose a starter application.
1) learn-rails
2) rails-bootstrap
3) rails-foundation
4) rails-mailinglist-activejob
5) rails-omniauth
6) rails-devise
7) rails-devise-roles
8) rails-devise-pundit
9) rails-signup-download
10) rails-stripe-checkout
Choose rails-stripe-checkout. The Rails Composer tool may give you other options (other applications may have been added since these notes were written).
The application generator template will ask you for additional preferences:
option Web server for development?
1) WEBrick (default)
2) Thin
3) Unicorn
4) Puma
5) Phusion Passenger (Apache/Nginx)
6) Phusion Passenger (Standalone)
option Web server for production?
1) Same as development
2) Thin
3) Unicorn
4) Puma
5) Phusion Passenger (Apache/Nginx)
6) Phusion Passenger (Standalone)
option Database used in development?
1) SQLite
2) PostgreSQL
3) MySQL
option Template engine?
1) ERB
2) Haml
3) Slim
option Test framework?
1) None
2) RSpec with Capybara
option Continuous testing?
1) None
2) Guard
option Add support for sending email?
1) None
2) Gmail
3) SMTP
4) SendGrid
5) Mandrill
option Admin interface for database?
1) None
2) Upmin
option Install page-view analytics?
1) None
2) Google Analytics
3) Segment.io
option Prepare for deployment?
1) no
2) Heroku
3) Capistrano
option Set a robots.txt file to ban spiders? (y/n) n
option Create a GitHub repository? (y/n) n
option Use or create a project-specific rvm gemset? (y/n) y
Web Servers
If you plan to deploy to Heroku, select Unicorn as your production webserver. Unicorn is recommended by Heroku.
Database
Use SQLite for development on Mac or Linux, unless you already have PostgreSQL installed locally. Use PostgreSQL if you plan to deploy to Heroku. You can easily change the database later if you select SQLite to start.
Template Engine
The example application uses the default “ERB” Rails template engine. Optionally, you can use another template engine, such as Haml or Slim. See instructions for Haml and Rails.
Testing
If you are a beginner, select “None.”
Choose Gmail for development if you already have a Gmail account. Choose SendGrid or Mandrill for production if your site will be heavily used.
Other Choices
Set a robots.txt file to ban spiders if you want to keep your new site out of Google search results.
If you choose to create a GitHub repository, the generator will prompt you for a GitHub username and password.
It is a good idea to use RVM, the Ruby Version Manager, and create a project-specific RVM gemset (not available on Windows). See Installing Rails.
Troubleshooting
If you get an error “OpenSSL certificate verify failed” or “Gem::RemoteFetcher::FetchError: SSL_connect” see the article OpenSSL errors and Rails.
Edit the README
If you’re storing the app in a GitHub repository, please edit the README files to add a description of the app and your contact info. If you don’t change the README, people will think I am the author of your version of the application.
Getting Started
See the article Installing Rails to make sure your development environment is prepared properly.
Use RVM
I recommend using RVM, the Ruby Version Manager, to create a project-specific gemset for the application. If you generate the application with the Rails Composer tool, you can create a project-specific gemset.
Gems
Here are the gems used by the application:
- bootstrap-sass provides a front-end framework
- devise for authentication and user management
- gibbon provides an API wrapper for MailChimp
- stripe for credit card payment processing
- sucker_punch provides queuing for background jobs
These gems make development easier:
- better_errors – helps when things go wrong
- quiet_assets – suppresses distracting messages in the log
- rails_layout – generates files for an application layout
Install the Required Gems
If you used the Rails Composer tool to generate the example app, the application template script has already run the bundle install command.
If not, you should run the bundle install command to install the required gems on your computer:
$ bundle install
You can check which gems are installed on your computer with:
$ gem list
Keep in mind that you have installed these gems locally. When you deploy the app to another server, the same gems (and versions) must be available.
Configuration File
To consolidate configuration settings in a single location, we store credentials in the config/secrets.yml file. To keep your credentials private, use Unix environment variables to set your credentials. See the article Rails Environment Variables for more information.
Add your credentials to the file config/secrets.yml:
# Make sure the secrets in this file are kept private # if you're sharing your code publicly. development: admin_name: First User admin_email: [email protected] admin_password: changeme email_provider_username: <%= ENV["GMAIL_USERNAME"] %> email_provider_password: <%= ENV["GMAIL_PASSWORD"] %> domain_name: example.com mailchimp_api_key: <%= ENV["MAILCHIMP_API_KEY"] %> mailchimp_list_id: <%= ENV["MAILCHIMP_LIST_ID"] %> stripe_api_key: <%= ENV["STRIPE_API_KEY"] %> stripe_publishable_key: <%= ENV["STRIPE_PUBLISHABLE_KEY"] %> product_title: My Product Name product_price: 995 secret_key_base: very_long_random_string test: domain_name: example.com secret_key_base: very_long_random_string # Do not keep production secrets in the repository, # instead read values from the environment. production: admin_name: <%= ENV["ADMIN_NAME"] %> admin_email: <%= ENV["ADMIN_EMAIL"] %> admin_password: <%= ENV["ADMIN_PASSWORD"] %> email_provider_username: <%= ENV["GMAIL_USERNAME"] %> email_provider_password: <%= ENV["GMAIL_PASSWORD"] %> domain_name: <%= ENV["DOMAIN_NAME"] %> mailchimp_api_key: <%= ENV["MAILCHIMP_API_KEY"] %> mailchimp_list_id: <%= ENV["MAILCHIMP_LIST_ID"] %> stripe_api_key: <%= ENV["STRIPE_API_KEY"] %> stripe_publishable_key: <%= ENV["STRIPE_PUBLISHABLE_KEY"] %> product_title: <%= ENV["PRODUCT_TITLE"] %> product_price: <%= ENV["PRODUCT_PRICE"] %> secret_key_base: <%= ENV["SECRET_KEY_BASE"] %>
All configuration values in the config/secrets.yml file are available anywhere in the application as variables. For example, Rails.application.secrets.email_provider_username will return the string set in the Unix environment variable GMAIL_USERNAME.
If you don’t want to use Unix environment variables, you can set each value directly in the config/secrets.yml file. The file must be in your git repository when you deploy to Heroku. However, you shouldn’t save the file to a public GitHub repository where other people can see your credentials.
For the Gmail username and password, enter the credentials you use to log in to Gmail when you check your inbox. See the article Send Email with Rails if you are using Google two factor authentication.
The values for admin_email and admin_password are used when the database is seeded. You will be able to log in to the application with these credentials. Note that it’s not necessary to personalize the config/secrets.yml file before you deploy your app. You can deploy the app with an example user and then use the application’s “Edit Account” feature to change email address and password after you log in. Use this feature to log in as an administrator and change the email and password to your own.
The variable domain_name is used for sending email. You can use example.com in development. If you already have a custom domain name you’ll use when you deploy the application, you can set domain_name. If you deploy the application to Heroku, you’ll set domain_name with the unique name you’ve given your application on Heroku. You’ll have to wait until you deploy to know the name you’ll use on Heroku.
See the section “Accounts You Will Need” to learn where to find the mailchimp_api_key and mailchimp_list_id credentials.
You can find the stripe_api_key and stripe_publishable_key credentials when you log in to view the Stripe Dashboard. Look under “Account Settings” for the “API Keys” tab. If you use the “Test Secret Key” and “Test Publishable Key” during development, you can enter payments without getting charged.
The configuration variable product_title is sets the name of your product. It will appear in the Stripe Checkout form and be recorded as part of the transaction. The product_price is what your visitors will pay to sign up and download the digital product. Set the value in cents (without a decimal point). You don’t need to use Unix environment variables to set these values as there is no need to preserve secrecy for these settings.
Roles
The application manages access for users in two roles: admin and user. A vip role is included but it is not used. You can customize the application for additional roles if needed.
Roles are defined in the app/models/user.rb file (the User model).
class User < ActiveRecord::Base
.
.
.
enum role: [:user, :vip, :admin]
after_initialize :set_default_role, :if => :new_record?
def set_default_role
self.role ||= :user
end
end
You can change the available roles by changing the array [:user, :vip, :admin].
The application uses the ActiveRecord enum method to manage roles. ActiveRecord provides convenient methods to query the role attribute:
user.admin! # sets the role to "admin" user.admin? # => true user.role # => "admin"
See documentation for ActiveRecord::Enum for details.
Database Seed File
The db/seeds.rb file initializes the database with default values.
# This file should contain all the record creation needed to seed the database with its default values.
# The data can then be loaded with the rails db:seed (or created alongside the db with db:setup).
#
# Examples:
#
# cities = City.create([{ name: 'Chicago' }, { name: 'Copenhagen' }])
# Mayor.create(name: 'Emanuel', city: cities.first)
user = CreateAdminService.new.call
puts 'CREATED ADMIN USER: ' << user.email
CreateAdminService is a service object that obtains admin_email and admin_password values from the config/secrets.yml file. You can examine the file app/services/create_admin_service.rb to see how a new user is created.
Set the Database
If you’ve used the Rails Composer tool to generate the application, the database is already set up with rails db:migrate and rails db:seed.
If you’ve cloned the repo, prepare the database and add the default user to the database by running the commands:
$ rails db:migrate $ rails db:seed
Use rails db:reset if you want to empty and reseed the database.
Change your Application’s Secret Token
If you’ve used the Rails Composer tool to generate the application, the application’s secret token will be unique, just as with any Rails application generated with the rails new command.
However, if you’ve cloned the application directly from GitHub, it is crucial that you change the application’s secret token before deploying your application in production mode. Otherwise, people could change their session information, and potentially access your site without permission. Your secret token should be at least 30 characters long and completely random.
Get a unique secret token:
rails secret
Edit the config/secrets.yml file to change the secret token.
Test the App
You can check that your application runs properly by entering the command:
$ rails server
To see your application in action, open a browser window and navigate to http://localhost:3000/.
You should see a home page with a navigation bar.
Click the “Purchase” button to make a payment and create an account.
You’ll see a form “Sign Up & Purchase.” Enter your email address and a password. There are two buttons: “1. Sign Up” and “2. Pay with Card.” The first button is active. The “2. Pay with Card” button is disabled. Click “1. Sign Up” and the the form will reappear with the “2. Pay with Card” button enabled. Click the “2. Pay with Card” button and you’ll see the Stripe Checkout form. Enter credit card information and click “Pay” to submit the transaction to Stripe and create an account. Stripe provides fake credit card numbers you can use for testing (such as 4242424242424242).
After successful payment, you’ll see a page with the text, “Welcome. Download the book.” Click the button “Download PDF” to download a file.
Sign out and sign in as the administrator (with the credentials in the config/secrets.yml file). You’ll be able to see a list of users.
Stop the server with Control-C. If you test the app by starting the web server and then leave the server running while you install new gems, you’ll have to restart the server to see any changes. The same is true for changes to configuration files in the config folder. This can be confusing to new Rails developers because you can change files in the app folders without restarting the server. Stop the server each time after testing and you will avoid this issue.
RSpec Test Suite
The application contains a suite of RSpec tests. To run:
$ rspec
Deploy to Heroku
Heroku provides low cost, easily configured Rails application hosting.
You can deploy from the command line.
If you’ve set configuration values in the config/secrets.yml file, you’ll need to set them as Heroku environment variables. You can set Heroku environment variables directly with heroku config:add. For example:
$ heroku config:add MAILCHIMP_API_KEY='a6v34ggf23c123098765fcc6c996c540-us2' MAILCHIMP_LIST_ID='4x8bfgb034'
Complete Heroku deployment with:
$ git push heroku master
See the Tutorial for Rails on Heroku for details.
Troubleshooting
Problems? Check the issues.
Issues
Please create a GitHub issue if you identify any problems or have suggestions for improvements.
Where to Get Help
Your best source for help with problems is Stack Overflow. Your issue may have been encountered and addressed by others.
Use the tag “railsapps” on Stack Overflow for extra attention.
Contributing
If you make improvements to this application, please share with others.
Send the author a message, create an issue, or fork the project and submit a pull request.
If you add functionality to this application, create an alternative implementation, or build an application that is similar, please contact me and I’ll add a note to the README so that others can find your work.
Credits
Daniel Kehoe implemented the application and wrote the tutorial.
Is the app useful to you? Follow the project on Twitter: @rails_apps
and tweet some praise. I’d love to know you were helped out by what I’ve put together.
MIT License
Copyright ©2014-16 Daniel Kehoe