Server-driven Stripe Terminal integration for taking in-person card payments
against an invoice, running on the same Stripe Connect connected account used
for online payments. No native app or Terminal SDK — the WisePOS E is driven
from the web backend via Stripe's REST API.
- Domain: TerminalReader entity + status enum, PaymentMethod.CardReader,
Company.StripeTerminalLocationId / TerminalSurchargeEnabled, DbSet + tenant
filter + indexes, IUnitOfWork repo, migration AddTerminalReaders (additive).
- StripeConnectService: location/reader registration, list, delete, process
payment on reader, status poll, cancel, and a test-mode simulated tap. All
routed to the connected account like the existing online-payment methods.
- TerminalController: admin reader management + per-invoice ProcessPayment,
PaymentStatus (poll), CancelPayment, SimulateTap (test mode only). Stores the
PaymentIntent id on the invoice; the webhook remains the authoritative writer.
- PaymentController webhook: HandlePaymentSucceededAsync records source=terminal
payments as CardReader (online path unchanged — no source key means no change);
new terminal.reader.action_failed handler for declines/timeouts (notification
only, no ledger mutation). Refund path reused unchanged.
- UI: Card Readers settings tab (register/list/deactivate + in-person surcharge
toggle, default off with a compliance warning) and an invoice "Take Card
Payment" modal with live status polling. External JS per project convention.
- Feature bundled with the existing online-payments entitlement (no new plan
flag); additionally requires StripeConnectStatus == Active.
- Help: HelpKnowledgeBase + Invoices help article updated.
- Tests: TerminalController validation + surcharge-routing tests (241 pass).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Remove receipt_email from PaymentIntent creation so customers can use
any email at Stripe checkout without a stored-email mismatch blocking
payment. Remove now-dead CustomerEmail from PaymentPageViewModel.
Fix surcharge payment input: amount field now represents the total the
customer pays (including fee); JS back-calculates base before sending
to server. Add InvariantCulture to numeric Razor→JS literals to prevent
comma-decimal cultures from truncating surcharge values.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Stripe payments/refunds/chargebacks now post DR/CR entries (PaymentController)
- Vendor credit void now reverses the posted GL lines (VendorCreditsController)
- Gift certificate issue/redeem/void post GL to account 2500 GC Liability;
FinancialReportService Trial Balance + Balance Sheet include GC liability and
breakage income; P&L shows deferred revenue deduction and breakage income line
- Customer deposits now post DR Checking / CR 2300 on record, reverse on delete;
invoice auto-apply uses DR 2300 / CR AR (not a second bank debit); draft
invoice delete reverses deposit-apply GL before the AR reversal
- Deposit.DepositAccountId column added; account 2300 seeded via migration
- InvoicesController.ApplyCredit now posts DR Sales Discounts / CR AR,
consistent with CreditMemosController.Apply
- IssueRefund (cash/card) posts DR AR / CR Bank and sets Refund.DepositAccountId;
refund modal gains a bank account selector hidden for store-credit path
- CancelRefund (cash/card) reverses the IssueRefund GL entries
- LedgerService GetAccountLedgerAsync + ComputePriorBalanceAsync now include
Refunds, CreditMemoApplications, VendorCreditApplications, GC Liability (2500),
and Customer Deposits (2300) so account ledger view and RecalculateAllAsync
produce correct balances
- Three EF migrations applied: SeedSalesDiscountsAccount, AccountingGapsPhase2,
AccountingDepositsGL
- Unit tests updated for new IAccountBalanceService constructor params (200/200)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot