openreceive 0.3.2 → 0.3.3

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data/CHANGELOG.md CHANGED
@@ -1,5 +1,15 @@
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  # Changelog
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+ ## 0.3.3 - 2026-09-02
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+
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+ ### The gem carries the agent skills
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+
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+ `skills/integrate-openreceive` and `skills/debug-openreceive-payment` (the
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+ open SKILL.md format) now ship inside the gem, so a coding agent working in an
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+ app that installed OpenReceive finds the integration and debugging playbooks
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+ with no network. The copies are kept byte-identical to the repository's
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+ canonical `skills/` tree by `npm run generate:skills`.
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+
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  ## 0.3.2 - 2026-08-29
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  No changes to this gem in 0.3.2. The release is the overpaid-deposit refund
@@ -1,5 +1,5 @@
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  # frozen_string_literal: true
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  module OpenReceive
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- VERSION = "0.3.2"
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+ VERSION = "0.3.3"
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  end
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+ ---
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+ name: debug-openreceive-payment
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+ description: >
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+ Diagnose a failing OpenReceive integration. Use when an OpenReceive-powered
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+ checkout misbehaves: the server refuses to boot, checkout routes return 403,
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+ 404, 409, or 5xx, a paid invoice never settles, a swap refund seems
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+ unreachable, or the checkout UI renders nothing.
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+ license: MIT
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+ ---
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+
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+ # Debug an OpenReceive payment
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+
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+ Work top-down: configuration, then the request, then settlement. Every guide
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+ URL below is raw markdown — fetch it when the step needs it.
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+
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+ ## 1. Run the doctor first
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+
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+ ```sh
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+ npx openreceive doctor # Node version, NWC_URI, swap config, wallet probe
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+ npx openreceive doctor --db <db> # + are openreceive_payments/openreceive_meta migrated?
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+ npx openreceive doctor --url http://localhost:3000 # + are the routes actually mounted?
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+ ```
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+
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+ Each failing line states its own fix. `npx openreceive debug-report` prints the
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+ same diagnostics redacted, always exit 0 — safe to share.
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+
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+ ## 2. Boot failures
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+
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+ | Symptom | Cause and fix |
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+ | --- | --- |
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+ | `MISSING_NWC` / "needs a receive-only NWC code" | `NWC_URI` is not in the server process env. A `.env` file alone is not enough — something must load it (`dotenv/config`, Next auto-load). Get a code: https://openreceive.org/get_a_nwc_code_to_receive_payments |
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+ | `INVALID_NWC` / "not a valid NWC code" | The value is malformed (must be `nostr+walletconnect://` with 64-hex pubkey and secret, ≥1 `wss` relay). Re-copy it from the wallet. |
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+ | "NOT receive-only" / spend methods advertised | The wallet minted a spend-capable code; OpenReceive fails closed because a leak would drain the wallet. Mint a receive-only code. Overriding (`allowSpendCapableWallet` / `OPENRECEIVE_ALLOW_SPEND_CAPABLE_NWC`) is a last resort. |
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+ | Wallet preflight failed (methods/encryption) | The wallet must advertise `make_invoice` + `list_transactions` and NIP-04 or NIP-44 v2. Use a compatible wallet. |
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+ | "The openreceive_meta table does not exist" / raw `no such table: openreceive_payments` | The migration was never applied. Node: `npx openreceive scaffold payments --orm <yours>`, then run the emitted migration through the app's normal workflow. Rails: `bin/rails generate openreceive:install`, then `bin/rails db:migrate`. https://openreceive.org/guides/storage.md |
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+ | "requires amountFor / onPaid / authorize / host" | The factory is missing a required hook — see the host contract in https://openreceive.org/guides/api-reference.md |
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+
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+ ## 3. Request-time errors from the routes
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+
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+ | Status | Meaning | Where to look |
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+ | --- | --- | --- |
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+ | 403 FORBIDDEN | Your own `authorize` hook denied it, or the request looked cross-site. Check the session/cookie actually reaches the checkout routes. https://openreceive.org/guides/authorization.md |
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+ | 404 NOT_FOUND | `amountFor` returned `null` (unknown reference), or the `payment_hash` does not belong to that reference. |
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+ | 409 CONFLICT | **Normal state, not a bug**: the reference already settled, or an unpaid checkout for that method is already live. Show it as order state; never retry-loop. |
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+ | 503 retryable | The host hook failed while persisting the attempt (instructions withheld), or the wallet is unavailable. Read the server log for the underlying error. |
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+ | Framework 404 / HTML error page | The router is not mounted, or mounted at a different prefix than the UI's `prefix` prop. `doctor --url` distinguishes these. |
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+
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+ ## 4. Paid but never settles
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+
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+ - Settlement is opportunistic: any OpenReceive request runs one reconcile pass
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+ through a durable gate (min 2s between wallet scans, stretched by invoice
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+ age). A quiet server settles on the next request — or run the optional
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+ notification worker. No timer is missing; that is the design.
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+ - An unpaid attempt closes only after a successful wallet scan at/after expiry
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+ plus a 900s grace constant — a local clock alone never closes one. `expired`
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+ arriving "late" is correct.
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+ - `onPaid` runs once per reference, first settled attempt only, inside the
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+ settlement transaction. If your fulfillment did not run, check whether the
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+ guarded `UPDATE … WHERE` matched zero rows (already transitioned).
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+ https://openreceive.org/guides/storage.md
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+
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+ ## 5. Swaps and refunds
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+
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+ - A deposit that arrives short or late becomes `refund_required`; the payer
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+ claims it on a second visit. That needs a per-order URL you serve
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+ (`/checkout/:reference`, `syncUrl` on the drop-ins). Keep the
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+ `payment_hash`: `POST /swaps/status` reopens the attempt with no expiry
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+ window, while re-picking the coin mints a new deposit after ~30 minutes.
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+ - Refunds exist only for swap deposits from `refund_required`. There is **no
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+ Lightning refund** — the wallet cannot spend. Do not chase one.
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+ https://openreceive.org/guides/swap-refunds.md
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+
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+ ## 6. Checkout UI shows nothing
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+
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+ - The components require `prefix` — the exact base path the routes are mounted
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+ at (`"/openreceive"` unless you changed it).
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+ - Import the stylesheet (`@openreceive/react/styles.css` or the elements
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+ sheet).
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+ - "invoice must not be an NWC connection string" means a server secret leaked
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+ into a browser payload — stop and fix the server response; never render it.
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+ https://openreceive.org/guides/frontend-checkout.md
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+
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+ ## Still stuck
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+
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+ The full route/option/error reference:
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+ https://openreceive.org/guides/api-reference.md · machine-readable contract:
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+ https://openreceive.org/openapi.yaml · library bug reports:
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+ https://openreceive.org/contact
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+ ---
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+ name: integrate-openreceive
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+ description: >
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+ Integrate OpenReceive inbound Bitcoin Lightning payments into an application.
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+ Use when adding Bitcoin, Lightning, or crypto checkout to a Node.js, Express,
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+ Fastify, Next.js, Rails, React, Vue, Svelte, Angular, or plain-HTML
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+ application with OpenReceive (the @openreceive/* npm packages or the
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+ openreceive-rails gem).
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+ license: MIT
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+ ---
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+
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+ # Integrate OpenReceive
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+
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+ OpenReceive is a payment library that runs inside the application you are
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+ editing. It mounts HTTP routes there, issues Lightning invoices against a
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+ wallet the merchant already controls, and calls back into your code when one
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+ settles. There is no OpenReceive account and no API key; funds land directly in
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+ the merchant's wallet. The one required credential is a **receive-only NWC
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+ code** (`NWC_URI`).
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+
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+ ## Pick the stack, then follow its directions
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+
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+ 1. Identify the server stack of the application you are in.
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+ 2. Open the matching reference — it is complete (quickstart inlined) and needs
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+ no network access:
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+ - Node (Express / Fastify / Next.js): [references/node.md](references/node.md)
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+ - Rails: [references/rails.md](references/rails.md)
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+ 3. Follow its **Step 0** first: confirm `NWC_URI` is set in the server
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+ environment before writing code. Never print the value; never invent a
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+ placeholder.
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+
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+ Install (Node): `npm install @openreceive/express @openreceive/react` — swap
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+ the adapter (`fastify`, `next`) and UI package (`vue`, `svelte`, `angular`,
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+ `elements`) for the stack. Install (Rails): `bundle add openreceive-rails`.
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+
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+ ## The three server objects
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+
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+ | Object | Built with | Talks to |
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+ | --- | --- | --- |
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+ | Wallet client | `createOpenReceive()` | the merchant's wallet — mints invoices, reads settlement, holds the NWC code |
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+ | Host | `createHost()` | your database — your hooks plus the `openreceive_payments` table |
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+ | HTTP routes | `openReceiveExpress()` / `openReceiveFastify()` / `openReceiveNext()` / the Rails engine | the browser — mounted at `/openreceive` by default |
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+
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+ The quickstart's one-factory form (`openReceiveExpress({ wallet, storage,
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+ amountFor, authorize })`) builds all three; compose them separately only for a
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+ shared wallet client or a custom repository. The checkout UI
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+ (`<Checkout reference={...} prefix="/openreceive" />`) is the optional fourth
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+ piece.
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+
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+ ## The host contract: authorize, amountFor, onPaid
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+
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+ Your application keeps orders, users, prices, and fulfillment. Three hooks are
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+ the entire bridge — wire them to the models this app already has, never to
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+ copied demo models:
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+
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+ - `amountFor(reference)` — the authoritative price, read from your own data.
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+ Return `{ currency, value, description }` with `value` a **decimal string**
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+ (never a float, never payer input), or `null` when there is nothing to pay
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+ for. The `reference` is your order id: one per thing you fulfill, created
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+ before checkout, kept across retries, never reused.
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+ - `authorize({ action, request, resource })` — your own access check, run on
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+ every request. `resource.reference` is a claim the payer made, not proof;
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+ read a real session.
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+ - `onPaid({ reference, paidAt, query })` — fulfillment, run once per reference
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+ inside the settlement transaction, only for the first settled attempt. Use
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+ the provided `query`, not your ORM's other connection, and guard the
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+ transition (`UPDATE … WHERE state = 'awaiting_payment'`).
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+
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+ ## 409 is a state, not a failure
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+
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+ The library serializes attempts per reference. A create that returns **409
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+ CONFLICT** is normal checkout flow: the reference already settled, or an unpaid
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+ checkout for that payment method is already in progress. Surface it as order
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+ state; do not retry-loop it, and do not build an idempotency store around it —
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+ that serialization is the library's job. (A hook failure while persisting an
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+ attempt is a **503 retryable**, deliberately distinct.)
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+
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+ ## Secrets
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+
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+ `NWC_URI` and `LSC_URI_*` are server-only. Never put them in browser code,
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+ logs, assets, or tests. Boot fails closed if the NWC code advertises spend
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+ methods such as `pay_invoice` — mint a receive-only code
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+ (https://openreceive.org/get_a_nwc_code_to_receive_payments) instead of
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+ overriding.
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+
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+ ## Database tables
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+
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+ ```sh
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+ npx openreceive scaffold payments --orm prisma # or drizzle | typeorm | sequelize | knex
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+ ```
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+
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+ emits the `openreceive_payments` + `openreceive_meta` migration for THIS app's
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+ database (Rails: `bin/rails generate openreceive:install`); run it through the
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+ app's normal migration workflow. The tables sit beside your models — no
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+ relations to them, no separate database, no Redis.
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+
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+ ## Verify, and test without a real wallet
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+
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+ `npx openreceive doctor` checks the configuration and says what to fix.
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+
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+ For tests, inject a fake wallet at the stable seams — `client` on
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+ `createOpenReceive` (any object with `preflight`, `makeInvoice`,
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+ `listTransactions`) or `config.nwc_client` in Rails — plus
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+ `StaticPriceProvider` for fiat pricing without a network. Your routes,
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+ persistence, reconcile, and `onPaid` then run the production code paths.
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+ Details: https://openreceive.org/guides/host-testing.md
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+
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+ ## Deeper documentation
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+
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+ Fetch on demand — each URL is raw markdown:
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+ https://openreceive.org/guides/authorization.md ·
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+ https://openreceive.org/guides/storage.md ·
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+ https://openreceive.org/guides/api-reference.md ·
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+ https://openreceive.org/guides/security.md ·
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+ https://openreceive.org/openapi.yaml (the normative HTTP contract) ·
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+ https://openreceive.org/llms.txt (the full index)
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+ # OpenReceive agent directions (Node.js)
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+
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+ These directions describe OpenReceive 0.3.3.
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+
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+ Add OpenReceive to a Node application — the app you are already working in. You
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+ do not need a copy of the OpenReceive source: the packages are on npm, and the
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+ quickstart is appended to this file in full, so you can do the whole integration
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+ without fetching anything. Prefer the published packages and the routes they
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+ mount — do not reimplement wallet RPC, settlement, or pricing.
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+
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+ Do not clone the OpenReceive repository into this app, and do not copy a demo's
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+ models (`ShopOrder`, a signed-cookie visitor, an in-memory catalog) over tables
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+ that already exist. Find this application's order, product, and user models —
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+ whatever they are actually named — and map the three hooks onto those.
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+
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+ ## What OpenReceive is
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+
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+ A payment library that runs inside YOUR server. It mounts HTTP routes in the
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+ application you are editing, issues Lightning invoices against a wallet the
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+ merchant already controls, and calls back into your code when one settles. There
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+ is no OpenReceive account and no API key, and OpenReceive never holds the funds —
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+ the sats land in the wallet the merchant connected.
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+
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+ The one required credential is a receive-only NWC code (Nostr Wallet Connect):
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+ a string from the merchant's wallet that can create invoices and read their
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+ status, and cannot spend. A swap provider (an "LSC" code) optionally lets the
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+ payer send USDT, USDC, ETH or SOL instead, converted into that same
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+ Lightning payment. You supply those credentials and three hooks — `authorize`, `amountFor`,
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+ `onPaid`;
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+ OpenReceive supplies invoices, polling, settlement and the checkout UI. It never
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+ owns orders, users, prices, or fulfillment.
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+
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+ ## Step 0 — check the environment before you write code
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+
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+ Do this before installing packages or editing files.
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+
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+ 1. Look for `NWC_URI` in this app's server environment — `.env`, the process
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+ env, the deploy config, whatever this app already uses. If the app runs in a
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+ container the value is in none of those: ask the running process
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+ (`docker exec <container> printenv NWC_URI`), because finding the NAME in a
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+ compose file proves nothing about the value. Never print or echo the value
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+ itself; only report whether it is set. Check for `LSC_URI_PRIMARY` in the
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+ same pass.
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+ 2. If BOTH are already set — the common case in an existing app — say so and go
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+ straight to the quickstart. Steps 3 and 4 are for an environment that is
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+ missing one; do not stop to ask about altcoins that are already configured.
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+ If only `NWC_URI` is set, Bitcoin already works: continue, and raise the
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+ altcoin question at step 4 rather than blocking on it.
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+ 3. If `NWC_URI` is missing or empty, stop and tell the user exactly what to
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+ create:
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+
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+ > OpenReceive cannot issue an invoice without a receive-only NWC code. Get
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+ > one at https://openreceive.org/get_a_nwc_code_to_receive_payments, then
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+ > put `NWC_URI=<the code>` in this app's server environment — for most apps
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+ > that is a `.env` file in the project root — and tell me when it's set.
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+
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+ Wait for the user before wiring OpenReceive; do not invent a placeholder
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+ value. Waiting is not idleness: you may write `.env.example` with the
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+ variable NAMES only (`NWC_URI=`, `LSC_URI_PRIMARY=`) so the merchant has a
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+ file to copy, and keep building the parts of the host that do not touch
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+ OpenReceive — the order model, the cart, the routes. The stop guards the
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+ credential, not the rest of the app.
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+ 4. If `LSC_URI_PRIMARY` was not already set, ask the user: "Do you want to
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+ accept altcoins and stablecoins (USDT, USDC, ETH, SOL) as well as
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+ Bitcoin?"
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+
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+ - Yes → send them to https://openreceive.org/set_up_swap_provider for a
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+ swap-provider (LSC) code, to set as `LSC_URI_PRIMARY` in the same server
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+ environment. Do NOT wait for it: no application code reads the value, so
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+ the integration is identical with or without it — the library picks it up
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+ from the environment and swaps switch on. What a yes DOES change is the
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+ refund route back (the swap non-negotiable below): build it as part of
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+ this integration, not when the code arrives.
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+ - No → skip it. Bitcoin over Lightning works with `NWC_URI` alone, and you
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+ can add a swap provider later without changing application code.
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+ 5. Check the environment again and confirm `NWC_URI` is present.
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+ `LSC_URI_PRIMARY` may land later; swaps stay off until it does, and no code
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+ changes when it arrives.
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+ 6. If OpenReceive is ALREADY installed here, check the installed versions of
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+ `@openreceive/node` and `@openreceive/browser` against the release named at
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+ the top of this file. The headless display models below do not exist in
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+ older versions, and the first tile click throws with nothing saying why.
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+ Upgrade first.
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+
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+ Only then start the quickstart.
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+
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+ ## Non-negotiables
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+
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+ The quickstart below has the code. These are the rules it cannot state for
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+ itself, and they hold for every integration.
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+
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+ - OpenReceive never owns orders, users, prices, or fulfillment. The section
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+ below is how those tables sit next to the library — not a second order model,
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+ and not a Prisma/Drizzle relation to `openreceive_payments`.
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+ - Keep `NWC_URI` / `LSC_URI_*` server-only. Never put them in browser code,
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+ logs, or assets.
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+ - The host owns the price. `amountFor` reads it from your own data; reject
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+ payer-supplied amounts.
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+ - `authorize` runs on every request, and the `resource` it receives is a CLAIM
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+ the payer made, not proof. Read a framework session; never trust a body field.
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+ - `onPaid` must be idempotent. It runs once per `reference` — your order id, one
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+ per thing you fulfill, created before checkout, kept across retries, never
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+ reused. A fresh id per page load lets one order be paid twice.
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+ - Receive-only NWC is required; a spend-capable code fails closed at boot unless
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+ explicitly overridden.
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+ - There is NO merchant-initiated refund of a settled Lightning payment, because
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+ the wallet cannot spend. Swap refunds — a payer reclaiming a deposit that
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+ never converted — are the only refund OpenReceive performs, and only from the
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+ `refund_required` provider state. Do not build, promise, or imply a Lightning
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+ refund path.
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+ - IF YOU TURN SWAPS ON, BUILD THE ROUTE BACK. A deposit that arrives short or
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+ late becomes `refund_required`, and the payer claims it on a SECOND VISIT,
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+ after leaving your page to fetch an address from another wallet. Three things
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+ must exist or that money is unreachable through your UI: a per-order URL your
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+ server serves (`/checkout/:reference` — `syncUrl` on the drop-ins), your own
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+ order-summary route to restore the order from, and the ATTEMPT.
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+ `/checkouts/prepare` returns no attempts, so a checkout rebuilt from the
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+ reference alone opens on the method grid. Re-picking the same coin
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+ (`POST /swaps`) re-serves the committed attempt — but only while it is live,
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+ and the shadow invoice behind a swap lasts about half an hour, after which the
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+ same click mints a NEW deposit address and the refund is off-screen. Keep the
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+ `payment_hash` and reopen the attempt with `POST /swaps/status`, which has no
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+ such window. https://openreceive.org/guides/swap-refunds.md
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+ - Show the payer WHAT THEY ARE BUYING. Return an optional `description` beside
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+ the price from `amountFor` and both drop-ins render it above the amount.
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+ Without it the checkout is a QR and "$1.00" with no sign of what the dollar
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+ is for.
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+ - Show the payer the transaction record: `createTransactionDetails(...)` rows,
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+ collapsed behind a caret, on the live checkout AND on the receipt. A payment
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+ hash and a deposit txid are the only evidence a payer has that they paid you.
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+ `<Checkout>` / `<openreceive-checkout>` already render this panel and the
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+ `description` — these two rules cost you code only on a custom UI or your own
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+ receipt page, never a reason to replace the drop-in. (It returns no rows
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+ while the rail is `checkout_lock` — before the payer has chosen anything
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+ there is no transaction — so render the caret only when the rows are
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+ non-empty.)
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+ - HTTP JSON is snake_case; TypeScript APIs are camelCase.
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+ - Money is integers or decimal strings — never binary floats.
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+
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+ ## Your tables, not ours
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+
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+ `npx openreceive scaffold payments` emits `openreceive_payments` and
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+ `openreceive_meta` for THIS application's database. That is the whole
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+ persistence OpenReceive needs. It does not replace your orders, users, or
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+ products, and you do not join them.
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+
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+ - **Find this app's models first.** They may be named `Order`, `Invoice`,
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+ `Booking`, `Product`, `Variant`, `User`, `Account` — anything. Wire the hooks
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+ to those. Do not generate a parallel `ShopOrder` / `ShopProduct` / `ShopUser`
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+ stack.
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+ - **The payable row's id is the `reference`.** Create it before checkout, keep
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+ it across retries, never reuse it. Pass that id to `<Checkout>` /
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+ `<openreceive-checkout>`. A fresh id per page load lets one order be paid
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+ twice.
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+ - **Products (or the catalog) are the price authority.** Order creation reads
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+ live prices into the order (snapshot line items if this app has them).
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+ `amountFor` reads only that order — never a payer-supplied amount, never a
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+ live catalog lookup that could re-price a cart already placed. Return
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+ `{ currency, value }` as a decimal STRING, plus a `description` of what they
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+ are buying.
161
+ - **Users own the order; OpenReceive never sees them.** `authorize` uses the
162
+ same ownership check this app already uses on the order show / pay page —
163
+ `sessions.currentUser(request)`, a cookie, whatever it is.
164
+ `resource.reference` is a claim the payer sent, not proof.
165
+ - **The order is unpaid or paid.** Do not copy `pending` / `expired` / `failed`
166
+ / `attention` onto it. Those are attempt statuses on `openreceive_payments`. An
167
+ expired invoice does not cancel the order; a later checkout may mint another
168
+ attempt. The library refuses a new checkout under a reference that already
169
+ settled (409).
170
+ - **Pass this app's `db` handle.** Do not add a Prisma/Drizzle relation from
171
+ Order to `openreceive_payments`, and do not implement `PaymentRepository`
172
+ unless no supported handle can reach this database. `reference` is not unique
173
+ (many attempts per order). Fulfillment is a guarded transition on YOUR order
174
+ row inside `onPaid` — `UPDATE … WHERE state = 'awaiting_payment'` (or this
175
+ app's equivalent) through the `query` the library hands you, on that same
176
+ settlement transaction, not a second connection from your ORM. Database writes
177
+ only in the hook; emails, jobs, and pushes after commit. Placeholder style is
178
+ the dialect you declared: `?` on sqlite, `$1` on postgres.
179
+
180
+ ## If you build your own checkout UI
181
+
182
+ The drop-ins (`<Checkout>`, `<openreceive-checkout>`) already obey all of this.
183
+ This list is the short form of https://openreceive.org/guides/checkout-ux.md, for a
184
+ UI built on `@openreceive/browser/headless`. Read that before writing
185
+ components.
186
+
187
+ - `createCheckoutController` is the engine. Do not hand-roll a poll loop.
188
+ - `createCheckoutStatusModel` for the status line. Do not draw a
189
+ Cart → Pay → Done stepper. Read the model's `phase`, not the snapshot's.
190
+ - `resolveWizardSelection` decides whether to ask "which network?". A
191
+ one-network asset starts the swap from the tile. Key `selectedAssetByGroup`
192
+ by group (`USDT`), valued by `pay_in_asset` (`USDT_TRON`).
193
+ - `createMethodGridDisplay` for tiles, including `limitMessage` so an
194
+ unavailable method says the minimum in the payer's currency.
195
+ - `createSwapDisplayModel` → `display.copyRows` for deposits: address, memo,
196
+ and the bare amount each get a copy row. Render `swap.networkWarning*` as
197
+ the model gives it.
198
+ - `createCheckoutSession` owns mint and swap start. To start swaps, pass its
199
+ `swap` option (`selection`, `prefix`, `fetch`) together. Without it
200
+ `startSwap` reports through `onError`.
201
+ - `createQrSvg` is async. Use `createQrSvgController` so you do not render
202
+ `[object Promise]`.
203
+ - `checkoutLabels` for every payer-facing string. Only write copy it lacks.
204
+ - `stageSwapRefund` then `confirmSwapRefund` — only the second submits.
205
+ Validate with `getSwapRefundFormError`. Treat `409` as a normal outcome.
206
+ - Pass `{ resumable: true }` to `createSwapDisplayModel` when the payer has
207
+ a URL they can come back to, and render `display.refundReturnLabel`.
208
+ Resume helpers (`createGuestCheckoutResume`, `createGuestOrderFetcher`)
209
+ are on `@openreceive/browser`, not `/headless`.
210
+ - A refund replaces the deposit panel. On `refund_required` also drop
211
+ "switch payment method".
212
+ - No "Open wallet" button on desktop.
213
+ - Wallet suggestions: `getPaymentWizardRoutes()` +
214
+ `createWizardRouteDisplays`. Lightning only. Host the icons with
215
+ `assetBaseUrl` / `asset-base-url`.
216
+
217
+ ## More documentation
218
+
219
+ Fetch one when the moment comes. Each is raw markdown, so a plain GET is
220
+ enough; drop the `.md` for the same page a person would read.
221
+
222
+ - https://openreceive.org/guides/authorization.md — before you write `authorize`
223
+ - https://openreceive.org/guides/environment-variables.md — every variable, and what is deliberately not one
224
+ - https://openreceive.org/guides/storage.md — the payment tables and the attempt state machine
225
+ - https://openreceive.org/guides/node-orms.md — recipes for Prisma, Drizzle, Knex, TypeORM, Sequelize
226
+ - https://openreceive.org/guides/frontend-checkout.md — the drop-in's props, attributes and slots
227
+ - https://openreceive.org/guides/checkout-ux.md — read before building any custom UI
228
+ - https://openreceive.org/guides/headless-checkout.md — the controller, the display models, refunds
229
+ - https://openreceive.org/guides/provider-registry.md — where the packaged icons and pay
230
+ tutorials come from, and how to serve them. The asset rule is the one a custom
231
+ UI is most likely to get wrong; this is the page that owns it, not the summary
232
+ in checkout-ux.md
233
+ - https://openreceive.org/guides/automated-swaps.md — only if `LSC_URI_PRIMARY` is set
234
+ - https://openreceive.org/guides/swap-refunds.md — the refund flow, and the route back to it. Read it before you turn swaps on
235
+ - https://openreceive.org/guides/lightning-swap-connect.md — what an `LSC_URI_*` code actually is
236
+ - https://openreceive.org/guides/price-feeds.md — where the fiat→sats rate comes from, and how to replace it
237
+ - https://openreceive.org/guides/host-testing.md — testing your three hooks without a live wallet or provider
238
+ - https://openreceive.org/guides/rate-limiting.md — before a public shop goes live
239
+ - https://openreceive.org/guides/security.md and https://openreceive.org/guides/deploying.md — before this goes anywhere real
240
+ - https://openreceive.org/guides/api-reference.md — every route, option and error code
241
+ - https://openreceive.org/guides/custom-checkout-route.md — advanced: replacing the shipped adapter's routes with your own
242
+ - https://openreceive.org/guides/react-material-ui-recipe.md — a worked custom UI on a component library
243
+ - https://openreceive.org/guides.md — the index, if what you need is not above
244
+
245
+ Questions, or a problem with the library itself:
246
+ https://openreceive.org/contact
247
+
248
+ ---
249
+
250
+ ## The quickstart, in full
251
+
252
+ Inlined verbatim so this file needs no network access — follow it once Step 0
253
+ passes. The page it comes from is https://openreceive.org/guides/quickstart-node.
254
+
255
+ ## Node quickstart
256
+
257
+ Express + React. Requires Node ≥ 22.
258
+
259
+ ### 1. Install
260
+
261
+ ```sh
262
+ npm install @openreceive/express @openreceive/react
263
+ ```
264
+
265
+ Install the adapter for your server and the UI package for your frontend; the
266
+ wallet client, HTTP handler, and contracts come along as dependencies. The
267
+ `openreceive` package is the CLI only — `npx openreceive …` below needs no
268
+ install. Different stack? Swap the two packages; the rest of this guide is
269
+ identical.
270
+
271
+ | | Packages |
272
+ | -------- | ----------------------------------------------------------------------------------------------------------------------------- |
273
+ | Server | `@openreceive/express`, `@openreceive/fastify`, `@openreceive/next` |
274
+ | Frontend | `@openreceive/react`, `@openreceive/vue`, `@openreceive/svelte`, `@openreceive/angular`, `@openreceive/elements` (plain HTML) |
275
+
276
+ On a fresh project, also install what this guide assumes is already there: the
277
+ framework and an env loader (`npm install express dotenv`), plus your ORM
278
+ before step 2 (`npm install prisma @prisma/client` on the Prisma path) —
279
+ `openreceive scaffold` emits files for the ORM you name but never installs it.
280
+
281
+ npm environments that run with `ignore-scripts` (some editor sandboxes) skip
282
+ Prisma's engine download and esbuild's binary postinstall, so a typecheck or
283
+ build that fails only there is environmental, not a code problem.
284
+
285
+ ### 2. Migrate the payment tables
286
+
287
+ ```sh
288
+ npx openreceive scaffold payments --orm prisma # or drizzle | typeorm | sequelize | knex
289
+ ```
290
+
291
+ `openreceive scaffold payments` emits one schema/migration file for your ORM
292
+ and a wiring guide. It never touches a database.
293
+ → [openreceive scaffold payments](https://openreceive.org/guides/api-reference.md#openreceive-scaffold-payments)
294
+
295
+ Then run the emitted migration through your normal workflow (for example
296
+ `npx prisma migrate dev`). OpenReceive owns the tables' logic at runtime; there
297
+ is nothing else to generate. Details:
298
+ [Payment storage](https://openreceive.org/guides/storage.md), [Node ORM recipes](https://openreceive.org/guides/node-orms.md).
299
+
300
+ No ORM? A bare driver handle (`pg`, `node:sqlite`, `better-sqlite3`) is a
301
+ supported `db` in step 4, and there is no scaffold flavor for it — execute the
302
+ same DDL once yourself with `paymentsSchemaSql(dialect)` from
303
+ `@openreceive/http` instead of scaffolding.
304
+
305
+ ### 3. Add wallet credentials
306
+
307
+ Create a server-only `.env`:
308
+
309
+ ```dotenv
310
+ NWC_URI=
311
+ LSC_URI_PRIMARY=
312
+ LSC_URI_BACKUP=
313
+ ```
314
+
315
+ 1. Get a receive-only NWC code from a compatible wallet
316
+ ([get one here](https://openreceive.org/get_a_nwc_code_to_receive_payments))
317
+ → `NWC_URI`.
318
+ 2. Optionally set up a [swap provider](https://openreceive.org/set_up_swap_provider)
319
+ → `LSC_URI_PRIMARY` (and `LSC_URI_BACKUP` if you have one).
320
+
321
+ Never put these values in browser code. Your application refuses to start if
322
+ the NWC code also advertises spend methods such as `pay_invoice`; mint a
323
+ receive-only code ([Security](https://openreceive.org/guides/security.md)).
324
+
325
+ OpenReceive reads `process.env`; creating a `.env` file is not enough on its
326
+ own. How that file (or production secrets) get into the process —
327
+ `dotenv` on Express/Fastify, Next.js auto-load, secret managers in
328
+ production — is on [Environment variables](https://openreceive.org/guides/environment-variables.md).
329
+
330
+ ### 4. Wire OpenReceive
331
+
332
+ One factory: your hooks plus a database handle. The adapter builds the
333
+ wallet client and the host; there is no background reconciler —
334
+ settlement piggybacks on requests through the durable gate.
335
+
336
+ ```ts
337
+ import "dotenv/config"; // loads .env into process.env; nothing else does
338
+ import express from "express";
339
+ import { openReceiveExpress } from "@openreceive/express";
340
+ import { db, orders, sessions } from "./app.ts"; // your existing database handle and models
341
+
342
+ const app = express();
343
+ app.use(express.json());
344
+ const openreceive = openReceiveExpress({
345
+ wallet: { nwc: process.env.NWC_URI! }, // receive-only NWC code; your app refuses to start otherwise
346
+ storage: {
347
+ db, // pg Pool/Client, node:sqlite, better-sqlite3, or a custom adapter
348
+ onPaid: async ({ reference, paidAt, query }) => {
349
+ // Settlement transaction; runs only for the first settled attempt for a
350
+ // reference. The WHERE clause is the lock: a second fulfillment path of
351
+ // yours (admin action, replayed job) updates zero rows and does nothing.
352
+ // Use `query` here, not your ORM's other connection. `?` on sqlite, `$1`
353
+ // on postgres.
354
+ const claimed = await query(
355
+ "UPDATE orders SET state = 'paid', paid_at = ? WHERE id = ? AND state = 'awaiting_payment' RETURNING id",
356
+ [paidAt, reference],
357
+ );
358
+ if (claimed.length === 0) return;
359
+ },
360
+ },
361
+ // The price for a reference — here, your order id — from your own data;
362
+ // OpenReceive converts it into the Lightning invoice. Return null when
363
+ // there is nothing to pay for. `value` is a decimal STRING from the order
364
+ // row, never a float and never a request param. `description` is what the
365
+ // payer is buying, in your own words.
366
+ amountFor: async (reference) => {
367
+ const order = await orders.find(reference);
368
+ return order
369
+ ? {
370
+ currency: "USD",
371
+ value: order.total.toString(),
372
+ description: `${order.lines.length} items`,
373
+ }
374
+ : null;
375
+ },
376
+ // Your own access check: may this caller do this action to this reference?
377
+ authorize: async ({ action, request, resource }) =>
378
+ orders.viewerMay(
379
+ await sessions.currentUser(request),
380
+ resource.reference,
381
+ action,
382
+ ),
383
+ // Recommended for public web shops: caps invoice creation at 60 per client IP
384
+ // per hour. Leave it off (the default) for point-of-sale deployments, where
385
+ // many payers share the terminal's IP.
386
+ rateLimiting: true,
387
+ });
388
+ // Behind a reverse proxy or load balancer, rate limiting needs the real client
389
+ // IP — without this every payer shares the proxy's IP and one abuser can lock
390
+ // checkout for everyone. Delete the line only if the app faces the network
391
+ // directly (see the rate-limiting guide).
392
+ app.set("trust proxy", 1);
393
+ app.use(openreceive);
394
+ ```
395
+
396
+ The first request checks the wallet. Later OpenReceive requests also settle
397
+ pending invoices, so a payer who closes the tab is still covered.
398
+ `authorize` runs on every request.
399
+ → [openReceiveExpress](https://openreceive.org/guides/api-reference.md#openreceiveexpress) ·
400
+ [authorize context](https://openreceive.org/guides/api-reference.md#the-authorize-context)
401
+
402
+ `rateLimiting: true` is for public web shops. Leave it off for point-of-sale,
403
+ where many payers share one IP. → [Rate limiting](https://openreceive.org/guides/rate-limiting.md)
404
+
405
+ An optional worker, `startNotificationWorker({ service, host })`, listens for
406
+ wallet payment notifications so settlement does not wait for the next page
407
+ load. → [startNotificationWorker](https://openreceive.org/guides/api-reference.md#startnotificationworker)
408
+
409
+ Composing the pieces yourself (`createOpenReceive` + `createHost`) is
410
+ supported when you need a shared wallet client or a custom repository.
411
+ → [createOpenReceive](https://openreceive.org/guides/api-reference.md#createopenreceive) ·
412
+ [createHost](https://openreceive.org/guides/api-reference.md#createhost)
413
+
414
+ Your app also needs an ordinary order-creation route that validates the cart,
415
+ prices with exact decimal math, and returns the order id the page will pass as
416
+ the `reference`. OpenReceive never prices from payer input.
417
+
418
+ The `reference` is a string you choose, and it is the fulfillment identity:
419
+ your order id — one per thing you fulfill, created before checkout, kept
420
+ across retries, never reused. OpenReceive never looks inside it, but `onPaid`
421
+ runs once per reference, a new checkout under a reference that already
422
+ settled is refused with 409, and a fresh id per page load lets one order be
423
+ paid twice.
424
+
425
+ Naming boundary: TypeScript APIs use camelCase fields (`paymentHash`,
426
+ `amountMsats`); everything on the wire — the mounted HTTP routes and the
427
+ browser snapshots — is snake_case (`payment_hash`, `amount_msats`).
428
+
429
+ ### 5. Render checkout
430
+
431
+ ```tsx
432
+ import { Checkout } from "@openreceive/react";
433
+ import "@openreceive/react/styles.css";
434
+
435
+ <Checkout reference={order.id} prefix="/openreceive" />;
436
+ ```
437
+
438
+ The checkout renders, polls, and settles itself. The compiled `styles.css`
439
+ sheets (`@openreceive/react`, `@openreceive/elements`) are self-contained — a
440
+ plain `<link rel="stylesheet">` works with no build step.
441
+
442
+ `<Checkout>` is complete as rendered: it already shows the `description` from
443
+ `amountFor` and the collapsed transaction-details panel. Do not build a custom
444
+ UI to satisfy those rules — they only become your job if you replace the
445
+ drop-in ([Checkout UX](https://openreceive.org/guides/checkout-ux.md)).
446
+
447
+ Match the host page's theme: by default the checkout follows the payer's
448
+ stored choice, then the system scheme. If this page is always one theme, lock
449
+ it — `<Checkout theme="dark" … />` (`theme` attribute on the custom element) —
450
+ so a white card never lands on a dark page. The checkout is styled by CSS
451
+ variables under `data-theme`; [Frontend checkout](https://openreceive.org/guides/frontend-checkout.md) has
452
+ the knobs.
453
+
454
+ Outside Vite/Rollup (esbuild, webpack, a plain script tag) the packaged
455
+ payment-method icons cannot resolve their own URLs — the drop-in needs this
456
+ exactly as a custom UI does. Serve the two packages' `dist/assets` trees and
457
+ pass the base as `assetBaseUrl="/openreceive-assets"`
458
+ ([Provider registry](https://openreceive.org/guides/provider-registry.md#assets-are-files-your-host-serves)).
459
+
460
+ That is the whole loop: your server owns the price and the order, the payer gets
461
+ an invoice, and `onPaid` runs once inside the settlement transaction.
462
+
463
+ A runnable illustration of this boundary — not a template to copy models from —
464
+ is Buy a Button
465
+ (`examples/buttons/server/node-express`).
466
+ It has products, visitors, and orders, with the three hooks as the only bridge.
467
+ Map that shape onto the models in THIS app.
468
+
469
+ ### 6. Verify
470
+
471
+ ```sh
472
+ npx openreceive doctor
473
+ ```
474
+
475
+ `openreceive doctor` checks Node, `NWC_URI`, and swap-provider configuration,
476
+ and probes the wallet relay to confirm the code is receive-only. Add
477
+ `--db <file-or-url>` to confirm the migration ran, and
478
+ `--url http://localhost:3000` to confirm the routes are mounted; every failing
479
+ line states its own fix.
480
+ → [openreceive doctor](https://openreceive.org/guides/api-reference.md#openreceive-doctor)
@@ -0,0 +1,568 @@
1
+ # OpenReceive agent directions (Rails)
2
+
3
+ These directions describe OpenReceive 0.3.3.
4
+
5
+ Add OpenReceive to a Rails application — the app you are already working in. You
6
+ do not need a copy of the OpenReceive source: the gem is on RubyGems, the
7
+ frontend packages are on npm, and the quickstart is appended to this file in
8
+ full, so you can do the whole integration without fetching anything. Prefer the
9
+ published gem and the mounted engine routes — do not reimplement wallet RPC,
10
+ settlement, or pricing.
11
+
12
+ Do not clone the OpenReceive repository into this app, and do not copy a demo's
13
+ models (`ShopOrder`, `ShopUser`, a signed-cookie visitor) over tables that
14
+ already exist. Find this application's order, product, and user models — whatever
15
+ they are actually named — and map the three hooks onto those.
16
+
17
+ ## What OpenReceive is
18
+
19
+ A payment library that runs inside YOUR server. It mounts HTTP routes in the
20
+ application you are editing, issues Lightning invoices against a wallet the
21
+ merchant already controls, and calls back into your code when one settles. There
22
+ is no OpenReceive account and no API key, and OpenReceive never holds the funds —
23
+ the sats land in the wallet the merchant connected.
24
+
25
+ The one required credential is a receive-only NWC code (Nostr Wallet Connect):
26
+ a string from the merchant's wallet that can create invoices and read their
27
+ status, and cannot spend. A swap provider (an "LSC" code) optionally lets the
28
+ payer send USDT, USDC, ETH or SOL instead, converted into that same
29
+ Lightning payment. You supply those credentials and three hooks — `config.authorize`,
30
+ `config.amount_for`, `config.on_paid`;
31
+ OpenReceive supplies invoices, polling, settlement and the checkout UI. It never
32
+ owns orders, users, prices, or fulfillment.
33
+
34
+ ## Step 0 — check the environment before you write code
35
+
36
+ Do this before installing the gem or editing files.
37
+
38
+ 1. Look for `NWC_URI` in this app's server environment — `.env`, Rails
39
+ credentials, the deploy config, whatever this app already uses. If the app
40
+ runs in a container the value is in none of those: ask the running process
41
+ (`docker exec <container> printenv NWC_URI`), because finding the NAME in a
42
+ compose file or `.kamal/secrets` proves nothing about the value. Never print
43
+ or echo the value itself; only report whether it is set. Check for
44
+ `LSC_URI_PRIMARY` in the same pass.
45
+
46
+ If OpenReceive is already installed here, `bin/rails openreceive:doctor`
47
+ answers this whole step in one command — every credential as set/unset, the
48
+ engine mount, the three hooks, and the wallet preflight. It never prints a
49
+ value.
50
+ 2. If BOTH are already set — the common case in an existing app — say so and go
51
+ straight to the quickstart. Steps 3 and 4 are for an environment that is
52
+ missing one; do not stop to ask about altcoins that are already configured.
53
+ If only `NWC_URI` is set, Bitcoin already works: continue, and raise the
54
+ altcoin question at step 4 rather than blocking on it.
55
+ 3. If `NWC_URI` is missing or empty, stop and tell the user exactly what to
56
+ create:
57
+
58
+ > OpenReceive cannot issue an invoice without a receive-only NWC code. Get
59
+ > one at https://openreceive.org/get_a_nwc_code_to_receive_payments, then
60
+ > put `NWC_URI=<the code>` in this app's server environment — for most apps
61
+ > that is a `.env` file in the project root — and tell me when it's set.
62
+
63
+ Wait for the user before wiring OpenReceive; do not invent a placeholder
64
+ value. Waiting is not idleness: you may write `.env.example` with the
65
+ variable NAMES only (`NWC_URI=`, `LSC_URI_PRIMARY=`) so the merchant has a
66
+ file to copy, and keep building the parts of the host that do not touch
67
+ OpenReceive — the order model, the cart, the routes. The stop guards the
68
+ credential, not the rest of the app.
69
+ 4. If `LSC_URI_PRIMARY` was not already set, ask the user: "Do you want to
70
+ accept altcoins and stablecoins (USDT, USDC, ETH, SOL) as well as
71
+ Bitcoin?"
72
+
73
+ - Yes → send them to https://openreceive.org/set_up_swap_provider for a
74
+ swap-provider (LSC) code, to set as `LSC_URI_PRIMARY` in the same server
75
+ environment. Do NOT wait for it: no application code reads the value, so
76
+ the integration is identical with or without it — the engine picks it up
77
+ from the environment and swaps switch on. What a yes DOES change is the
78
+ refund route back (the swap non-negotiable below): build it as part of
79
+ this integration, not when the code arrives.
80
+ - No → skip it. Bitcoin over Lightning works with `NWC_URI` alone, and you
81
+ can add a swap provider later without changing application code.
82
+ 5. Check the environment again and confirm `NWC_URI` is present.
83
+ `LSC_URI_PRIMARY` may land later; swaps stay off until it does, and no code
84
+ changes when it arrives.
85
+ 6. If OpenReceive is ALREADY installed here, check the installed versions of
86
+ `openreceive-rails` and `@openreceive/browser` against the release named at
87
+ the top of this file. The headless display models below do not exist in
88
+ older versions, and the first tile click throws with nothing saying why.
89
+ Upgrade first — and if this app runs in containers, rebuild the images: the
90
+ gems are baked into the image, so an in-place `bundle update` is undone by
91
+ the next `compose up`.
92
+
93
+ Only then start the quickstart.
94
+
95
+ ## Non-negotiables
96
+
97
+ The quickstart below has the code. These are the rules it cannot state for
98
+ itself, and they hold for every integration.
99
+
100
+ - OpenReceive never owns orders, users, prices, or fulfillment. The section
101
+ below is how those tables sit next to the engine — not a second order model,
102
+ and not an association to `OpenReceivePayment`.
103
+ - Keep `NWC_URI` / `LSC_URI_*` server-only. Never put them in browser code,
104
+ logs, or assets.
105
+ - The host owns the price. `config.amount_for` reads it from your own data;
106
+ reject payer-supplied amounts.
107
+ - `config.authorize` runs on every request, and the `resource` it receives is a
108
+ CLAIM the payer made, not proof. Read the framework session; never trust a
109
+ body field.
110
+ - `config.on_paid` must be idempotent. It runs once per `reference` — your order
111
+ id, one per thing you fulfill, created before checkout, kept across retries,
112
+ never reused. A fresh id per page load lets one order be paid twice.
113
+ - Receive-only NWC is required; a spend-capable code fails closed at boot unless
114
+ explicitly overridden.
115
+ - There is NO merchant-initiated refund of a settled Lightning payment, because
116
+ the wallet cannot spend. Swap refunds — a payer reclaiming a deposit that
117
+ never converted — are the only refund OpenReceive performs, and only from the
118
+ `refund_required` provider state. Do not build, promise, or imply a Lightning
119
+ refund path.
120
+ - IF YOU TURN SWAPS ON, BUILD THE ROUTE BACK. A deposit that arrives short or
121
+ late becomes `refund_required`, and the payer claims it on a SECOND VISIT,
122
+ after leaving your page to fetch an address from another wallet. Three things
123
+ must exist or that money is unreachable through your UI: a per-order URL your
124
+ server serves (`/checkout/:reference` — `syncUrl` on the drop-ins), your own
125
+ order-summary route to restore the order from, and the ATTEMPT.
126
+ `/checkouts/prepare` returns no attempts, so a checkout rebuilt from the
127
+ reference alone opens on the method grid. Re-picking the same coin
128
+ (`POST /swaps`) re-serves the committed attempt — but only while it is live,
129
+ and the shadow invoice behind a swap lasts about half an hour, after which the
130
+ same click mints a NEW deposit address and the refund is off-screen. Keep the
131
+ `payment_hash` and reopen the attempt with `POST /swaps/status`, which has no
132
+ such window. https://openreceive.org/guides/swap-refunds.md
133
+ - Show the payer WHAT THEY ARE BUYING. Return an optional `description` beside
134
+ the price from `config.amount_for` and both drop-ins render it above the
135
+ amount. Without it the checkout is a QR and "$1.00" with no sign of what the
136
+ dollar is for.
137
+ - Show the payer the transaction record: `createTransactionDetails(...)` rows,
138
+ collapsed behind a caret, on the live checkout AND on the receipt. A payment
139
+ hash and a deposit txid are the only evidence a payer has that they paid you.
140
+ `<openreceive-checkout>` / React's `<Checkout>` already render this panel and
141
+ the `description` — these two rules cost you code only on a custom UI or your
142
+ own receipt page, never a reason to replace the drop-in. (It returns no rows
143
+ while the rail is `checkout_lock` — before the payer has chosen anything
144
+ there is no transaction — so render the caret only when the rows are
145
+ non-empty.)
146
+ - HTTP JSON is snake_case; the browser packages' TypeScript APIs are camelCase.
147
+ - Money is integers or decimal strings — never binary floats.
148
+
149
+ ## Your tables, not ours
150
+
151
+ The install migration adds `openreceive_payments` and `openreceive_meta` to THIS
152
+ application's database. That is the whole persistence OpenReceive needs. It does
153
+ not replace your orders, users, or products, and you do not join them.
154
+
155
+ - **Find this app's models first.** They may be named `Order`, `Invoice`,
156
+ `Booking`, `Product`, `Variant`, `User`, `Account` — anything. Wire the hooks
157
+ to those. Do not generate a parallel `ShopOrder` / `ShopProduct` / `ShopUser`
158
+ stack.
159
+ - **The payable row's id is the `reference`.** Create it before checkout, keep
160
+ it across retries, never reuse it. Pass that id to `<openreceive-checkout>`. A
161
+ fresh id per page load lets one order be paid twice.
162
+ - **Products (or the catalog) are the price authority.** Order creation reads
163
+ live prices into the order (snapshot line items if this app has them).
164
+ `config.amount_for` reads only that order — never a payer-supplied amount,
165
+ never a live catalog lookup that could re-price a cart already placed. Return
166
+ `{ currency:, value: }` as a decimal STRING, plus a `description` of what they
167
+ are buying.
168
+ - **Users own the order; OpenReceive never sees them.** `config.authorize` uses
169
+ the same ownership check this app already uses on the order show / pay page —
170
+ `session[:user_id]`, Devise's `current_user`, a signed cookie, whatever it is.
171
+ `context[:resource][:reference]` is a claim the payer sent, not proof.
172
+ - **The order is unpaid or paid.** Do not copy `pending` / `expired` / `failed`
173
+ / `attention` onto it. Those are attempt statuses on `openreceive_payments`. An
174
+ expired invoice does not cancel the order; a later checkout may mint another
175
+ attempt. The engine refuses a new checkout under a reference that already
176
+ settled (409).
177
+ - **Do not associate `OpenReceivePayment`.** No `has_many`, no `belongs_to`, no
178
+ foreign key either direction. `reference` is not unique (many attempts per
179
+ order). Fulfillment is a guarded transition on YOUR order row inside
180
+ `config.on_paid` — `UPDATE … WHERE state = awaiting_payment` (or this app's
181
+ equivalent). Database writes only in the hook; emails, jobs, and broadcasts
182
+ after commit.
183
+
184
+ ## If you build your own checkout UI
185
+
186
+ The engine serves JSON only, so the view is yours — but the drop-ins
187
+ (`<openreceive-checkout>`, React's `<Checkout>`) already obey all of this. This
188
+ list is the short form of https://openreceive.org/guides/checkout-ux.md, for a UI
189
+ built on `@openreceive/browser/headless`. Read that before writing components.
190
+
191
+ - `createCheckoutController` is the engine. Do not hand-roll a poll loop.
192
+ - `createCheckoutStatusModel` for the status line. Do not draw a
193
+ Cart → Pay → Done stepper. Read the model's `phase`, not the snapshot's.
194
+ - `resolveWizardSelection` decides whether to ask "which network?". A
195
+ one-network asset starts the swap from the tile. Key `selectedAssetByGroup`
196
+ by group (`USDT`), valued by `pay_in_asset` (`USDT_TRON`).
197
+ - `createMethodGridDisplay` for tiles, including `limitMessage` so an
198
+ unavailable method says the minimum in the payer's currency.
199
+ - `createSwapDisplayModel` → `display.copyRows` for deposits: address, memo,
200
+ and the bare amount each get a copy row. Render `swap.networkWarning*` as
201
+ the model gives it.
202
+ - `createCheckoutSession` owns mint and swap start. To start swaps, pass its
203
+ `swap` option (`selection`, `prefix`, `fetch`) together. Without it
204
+ `startSwap` reports through `onError`.
205
+ - `createQrSvg` is async. Use `createQrSvgController` so you do not render
206
+ `[object Promise]`.
207
+ - `checkoutLabels` for every payer-facing string. Only write copy it lacks.
208
+ - `stageSwapRefund` then `confirmSwapRefund` — only the second submits.
209
+ Validate with `getSwapRefundFormError`. Treat `409` as a normal outcome.
210
+ - Pass `{ resumable: true }` to `createSwapDisplayModel` when the payer has
211
+ a URL they can come back to, and render `display.refundReturnLabel`.
212
+ Resume helpers (`createGuestCheckoutResume`, `createGuestOrderFetcher`)
213
+ are on `@openreceive/browser`, not `/headless`.
214
+ - A refund replaces the deposit panel. On `refund_required` also drop
215
+ "switch payment method".
216
+ - No "Open wallet" button on desktop.
217
+ - Wallet suggestions: `getPaymentWizardRoutes()` +
218
+ `createWizardRouteDisplays`. Lightning only. Host the icons with
219
+ `asset-base-url`. The registry answers ~37 wallets: pass
220
+ `providerPreviewLimit` and build "show all" from `display.providerCount`,
221
+ or they push the QR off the screen.
222
+
223
+ ## More documentation
224
+
225
+ Fetch one when the moment comes. Each is raw markdown, so a plain GET is
226
+ enough; drop the `.md` for the same page a person would read.
227
+
228
+ - https://openreceive.org/guides/authorization.md — before you write `config.authorize`
229
+ - https://openreceive.org/guides/environment-variables.md — every variable, and what is deliberately not one
230
+ - https://openreceive.org/guides/storage.md — the engine tables and the attempt state machine
231
+ - https://openreceive.org/guides/frontend-checkout.md — the drop-in's props, attributes and slots
232
+ - https://openreceive.org/guides/checkout-ux.md — read before building any custom UI
233
+ - https://openreceive.org/guides/headless-checkout.md — the controller, the display models, refunds
234
+ - https://openreceive.org/guides/provider-registry.md — where the packaged icons and pay
235
+ tutorials come from, and how to serve them. The asset rule is the one a custom
236
+ UI is most likely to get wrong; this is the page that owns it, not the summary
237
+ in checkout-ux.md
238
+ - https://openreceive.org/guides/automated-swaps.md — only if `LSC_URI_PRIMARY` is set
239
+ - https://openreceive.org/guides/swap-refunds.md — the refund flow, and the route back to it. Read it before you turn swaps on
240
+ - https://openreceive.org/guides/lightning-swap-connect.md — what an `LSC_URI_*` code actually is
241
+ - https://openreceive.org/guides/price-feeds.md — where the fiat→sats rate comes from, and how to replace it
242
+ - https://openreceive.org/guides/host-testing.md — testing your three hooks without a live wallet or provider
243
+ - https://openreceive.org/guides/rate-limiting.md — before a public shop goes live
244
+ - https://openreceive.org/guides/security.md and https://openreceive.org/guides/deploying.md — before this goes anywhere real
245
+ - https://openreceive.org/guides/api-reference.md — every route, option and error code
246
+ - https://openreceive.org/guides/custom-checkout-route.md — advanced: replacing the mounted engine's routes with your own
247
+ - https://openreceive.org/guides/react-material-ui-recipe.md — a worked custom UI on a component library
248
+ - https://openreceive.org/guides.md — the index, if what you need is not above
249
+
250
+ Questions, or a problem with the library itself:
251
+ https://openreceive.org/contact
252
+
253
+ ---
254
+
255
+ ## The quickstart, in full
256
+
257
+ Inlined verbatim so this file needs no network access — follow it once Step 0
258
+ passes. The page it comes from is https://openreceive.org/guides/quickstart-rails.
259
+
260
+ ## Rails quickstart
261
+
262
+ Requires Ruby ≥ 3.2.
263
+
264
+ Add the Rails engine gem to your `Gemfile`:
265
+
266
+ ```ruby
267
+ gem "openreceive-rails"
268
+ ```
269
+
270
+ That is the whole install: `openreceive-rails` depends on `openreceive`,
271
+ `openreceive-server` and `nwc-ruby`, so the default wallet client — built from
272
+ `NWC_URI` — works with nothing else added. Hosts that bring their own NWC
273
+ client set `config.nwc_client` instead.
274
+
275
+ One native prerequisite: `nwc-ruby`'s `rbsecp256k1` builds libsecp256k1 from
276
+ source, so minimal images (`ruby:3.3-slim`, fresh Docker builds) need the
277
+ autotools or `bundle install` dies at `autoreconf: not found`. Before
278
+ bundling:
279
+
280
+ ```sh
281
+ apt-get install -y autoconf automake libtool build-essential pkg-config
282
+ ```
283
+
284
+ Full Ruby images and typical developer machines already have these.
285
+
286
+ Then run:
287
+
288
+ ```sh
289
+ bin/rails generate openreceive:install
290
+ bin/rails db:migrate
291
+ ```
292
+
293
+ `openreceive:install` emits one migration for both engine tables, the
294
+ initializer, and the engine mount. The migration adapts to the app's configured
295
+ database adapter — PostgreSQL, SQLite, and MySQL (`mysql2`/`trilogy`) are
296
+ supported.
297
+ → [openreceive:install](https://openreceive.org/guides/api-reference.md#openreceiveinstall)
298
+
299
+ The generator emits three things:
300
+
301
+ - `db/migrate/*_create_openreceive_tables.rb` — one migration creating both
302
+ engine tables (`openreceive_payments` and `openreceive_meta`);
303
+ - a simplified `config/initializers/openreceive.rb`;
304
+ - the `OpenReceive::Engine` route mount at `/openreceive`.
305
+
306
+ The `OpenReceivePayment` model is engine-owned — no model file is generated.
307
+ The engine owns the table's commit locking, write-once settlement, and
308
+ reconciliation state machine. `reference` is indexed but not unique (a
309
+ reference may have many historical attempts); `payment_hash` is globally unique.
310
+
311
+ #### Fulfill exactly once
312
+
313
+ Within OpenReceive's own settlement paths, `on_paid` runs at most once per
314
+ reference: a second payment to a second invoice is recorded with
315
+ `status_reason = "duplicate_settlement"` and never fulfills again.
316
+
317
+ The one thing you own: **if anything other than OpenReceive can also fulfill
318
+ an order** — an admin action, a second payment processor, a replayed job —
319
+ those paths race each other, and `on_paid` must be idempotent. The generated
320
+ initializer spells this out and shows the guarded transition:
321
+
322
+ ```ruby
323
+ config.on_paid = lambda do |settlement|
324
+ claimed = Order
325
+ .where(id: settlement.reference, state: "awaiting_payment")
326
+ .update_all(state: "paid", paid_at: Time.at(settlement.paid_at).utc)
327
+ next if claimed.zero? # someone else already fulfilled it
328
+
329
+ # FulfillOrder — like Order — is your own application code: ship the goods,
330
+ # enqueue the confirmation email. OpenReceive provides neither.
331
+ FulfillOrder.call(Order.find(settlement.reference), payment_hash: settlement.payment_hash)
332
+ end
333
+ ```
334
+
335
+ Delivery is at-least-once: `on_paid` runs inside the settlement transaction,
336
+ and a raise rolls it back for the next pass to retry. Keep it to database
337
+ writes on the order — an email or webhook sent from here would survive the
338
+ rollback and go out again. The `state: "paid"` transition above is the flag;
339
+ let your own job drain it after commit.
340
+
341
+ **`update_all` fires no Active Record callbacks.** That is the point — it is one
342
+ conditional `UPDATE`, so the claim is atomic and there is no model code between
343
+ the check and the write. It also means there is no `after_commit` to hang a
344
+ post-commit side effect on, which is fine for a background job draining the flag
345
+ and useless for a page that wants to know *now*. If you push settlement over
346
+ Action Cable, or your model owns the transition through callbacks, take a row
347
+ lock for the duration instead:
348
+
349
+ ```ruby
350
+ config.on_paid = lambda do |settlement|
351
+ order = Order.lock.find_by(id: settlement.reference) # SELECT … FOR UPDATE
352
+ next unless order && order.state == "awaiting_payment"
353
+ order.update!(state: "paid", paid_at: Time.at(settlement.paid_at).utc) # callbacks fire
354
+ end
355
+ ```
356
+
357
+ Both shapes are idempotent, and both are correct. They differ only in whether
358
+ your model layer gets to run: `update_all` skips it and is the right default;
359
+ the row lock holds the row for the duration of the block and is what you want
360
+ when the transition has to go through your model. The generated fulfillment note
361
+ says the same thing — if your fulfillment is a read-modify-write that cannot be
362
+ expressed as one conditional `UPDATE`, take the lock.
363
+
364
+ Either way the rule above still holds: whatever the callback does must be
365
+ database writes on the order. `after_commit` on the settlement transaction runs
366
+ after OpenReceive's own commit, so an email enqueued there is as safe as one
367
+ enqueued from a job draining the flag — and an email sent *inline* from
368
+ `on_paid` is not, in either shape.
369
+
370
+ A runnable illustration of this boundary — not a template to copy models from —
371
+ is Buy a Button
372
+ (`examples/buttons/server/rails`).
373
+ It has products, visitors, and orders, with the three hooks as the only bridge.
374
+ Map that shape onto the models in THIS app.
375
+
376
+ Supply the receive-only wallet connection as `ENV["NWC_URI"]`. Never put it in
377
+ browser code, logs, or assets. Your application refuses to start when the code
378
+ advertises spend methods such as `pay_invoice`; the explicit override is
379
+ `config.allow_spend_capable_wallet = true` or
380
+ `OPENRECEIVE_ALLOW_SPEND_CAPABLE_NWC=true` ([Security](https://openreceive.org/guides/security.md)).
381
+
382
+ OpenReceive reads `ENV`; Rails does not load a `.env` file on its own.
383
+ `dotenv-rails`, an exported shell environment, or your production secret
384
+ manager has to put the values there first.
385
+ → [Environment variables](https://openreceive.org/guides/environment-variables.md).
386
+
387
+ ### Configure the host hooks
388
+
389
+ The initializer needs three things: authorization, the trusted price, and
390
+ fulfillment. All three receive the `reference` — a string you choose, and the
391
+ fulfillment identity: your order id, one per thing you fulfill, created before
392
+ checkout, kept across retries, never reused. OpenReceive never looks inside
393
+ it, but `on_paid` runs once per reference, a new checkout under a reference
394
+ that already settled is refused with 409, and a fresh id per page load lets
395
+ one order be paid twice.
396
+
397
+ ```ruby
398
+ OpenReceive.configure do |config|
399
+ # `Order` throughout is YOUR model — it could be named anything. OpenReceive
400
+ # never sees it or touches its table; these hooks are the only bridge
401
+ # between the engine and your data.
402
+ #
403
+ # Your policy, called before every checkout/payment/swap request. `context`
404
+ # is a Hash with three symbol keys:
405
+ # context[:action] — which route: "checkout.prepare", "checkout.create",
406
+ # "payment.check", "swap.quote", "swap.create",
407
+ # "swap.read", or "swap.refund"
408
+ # context[:request] — the ActionDispatch::Request; read your session,
409
+ # cookies, or headers from it, as in a controller
410
+ # context[:resource] — { reference:, payment_hash: } copied from the
411
+ # payer's JSON body. It names an order; it does not
412
+ # prove this caller owns it.
413
+ # Return true to allow, false for a 403. Here: only the signed-in customer
414
+ # who placed the order may act on it.
415
+ config.authorize = lambda do |context|
416
+ order = Order.find_by(id: context[:resource][:reference])
417
+ order && order.user_id == context[:request].session[:user_id]
418
+ end
419
+
420
+ # The price for a reference — here, your order id — from your own data;
421
+ # nil when there is nothing to pay for (a 404). `value` is a decimal STRING
422
+ # from the order row, never a float and never a request param. `description`
423
+ # is what the payer is buying, in your own words.
424
+ config.amount_for = lambda do |reference|
425
+ order = Order.find_by(id: reference)
426
+ order && { currency: "USD", value: order.total.to_s,
427
+ description: "#{order.line_items.size} items" }
428
+ end
429
+
430
+ # Runs inside the settlement transaction, only for the order's first settled
431
+ # attempt. The WHERE clause is the lock: a second fulfillment path of yours
432
+ # (admin action, replayed job) updates zero rows and does nothing. Plain
433
+ # ActiveRecord, because the engine WRAPS this block in the transaction.
434
+ # (The JS engine instead hands onPaid a `query` handle, since nothing wraps
435
+ # it there; that is the one shape difference between the two stacks.)
436
+ config.on_paid = lambda do |settlement|
437
+ claimed = Order
438
+ .where(id: settlement.reference, state: "awaiting_payment")
439
+ .update_all(state: "paid", paid_at: Time.at(settlement.paid_at).utc)
440
+ next if claimed.zero?
441
+ end
442
+ end
443
+ ```
444
+
445
+ `OpenReceive.configure` sets the three host hooks; `on_paid` runs inside the
446
+ settlement transaction, only for the first settled attempt for a reference.
447
+ → [OpenReceive.configure](https://openreceive.org/guides/api-reference.md#openreceiveconfigure)
448
+
449
+ The engine inherits your application's `protect_from_forgery`. Keep
450
+ `csrf_meta_tags` in the layout that renders the checkout; the checkout client
451
+ sends `X-CSRF-Token` from it automatically.
452
+
453
+ The generated initializer ships
454
+ `config.on_paid = OpenReceive::LOGGING_ON_PAID` — a placeholder that only logs
455
+ the settlement and fulfills nothing. Replace it with your real fulfillment (as
456
+ above); the engine warns every time your application boots while the
457
+ placeholder is still configured, because orders would otherwise be recorded as settled without ever
458
+ being fulfilled.
459
+
460
+ The amount always comes from your own order record; payer-supplied amounts are
461
+ rejected. Advanced hooks (`resolve_checkout`, `on_checkout_created`) remain as
462
+ overrides for custom-repository applications and are not part of the quickstart.
463
+
464
+ For public web shops, opt into the per-IP invoice cap with
465
+ `config.rate_limiting = true`; leave it off (the default) when many payers
466
+ share one IP. → [Rate limiting](https://openreceive.org/guides/rate-limiting.md#rails)
467
+
468
+ In production the engine builds the wallet client — and runs its receive-only
469
+ preflight — eagerly when your application boots, so a missing `NWC_URI`, a
470
+ dead relay, or a spend-capable wallet stops the deploy instead of surfacing as
471
+ customer-facing 500s on the first checkout. Outside production (tests,
472
+ consoles) the client is built lazily so no live wallet is needed.
473
+
474
+ ### Render the checkout
475
+
476
+ The engine serves JSON checkout routes only — rendering is your view. Any
477
+ OpenReceive frontend package works against the `/openreceive` mount; the
478
+ smallest is the custom element (its default `prefix` is already
479
+ `/openreceive`, and the package ships a self-contained `styles.css` a plain
480
+ stylesheet link can serve):
481
+
482
+ ```erb
483
+ <%# app/views/orders/pay.html.erb %>
484
+ <openreceive-checkout reference="<%= @order.id %>"></openreceive-checkout>
485
+ ```
486
+
487
+ ```js
488
+ // In your JS bundle (importmap/esbuild/webpacker):
489
+ import { defineElements } from "@openreceive/elements";
490
+ import "@openreceive/elements/styles.css"; // or link the compiled styles.css
491
+
492
+ // Registers the <openreceive-checkout> tag with the browser. Without this,
493
+ // the tag in the ERB above is unknown markup and renders as nothing; with it,
494
+ // the element wakes up wherever the tag appears. Call once per page — order
495
+ // relative to the markup does not matter.
496
+ defineElements();
497
+ ```
498
+
499
+ Bundling with esbuild (jsbundling-rails)? Two things:
500
+
501
+ 1. Build ESM and load it as a module. esbuild's default IIFE output evaluates
502
+ a dependency's Node fallback in the browser and throws
503
+ `ReferenceError: __filename is not defined`:
504
+
505
+ ```sh
506
+ esbuild app/javascript/application.js --bundle --format=esm --outdir=app/assets/builds
507
+ ```
508
+
509
+ ```erb
510
+ <%= javascript_include_tag "application", type: "module" %>
511
+ ```
512
+
513
+ 2. Serve the payment-method icons. They are files shipped in
514
+ `@openreceive/browser` and `@openreceive/provider-data` — not in
515
+ `@openreceive/elements` — and only Vite-style bundlers resolve them from
516
+ the import. Merge both packages' `dist/assets` trees into
517
+ `public/openreceive-assets/assets/` and set
518
+ `asset-base-url="/openreceive-assets"` on the element
519
+ ([Provider registry](https://openreceive.org/guides/provider-registry.md#assets-are-files-your-host-serves)).
520
+
521
+ The element creates the checkout for `reference`, then renders and polls
522
+ itself. React/Vue/Svelte/Angular apps use the matching wrapper package
523
+ instead — same props and defaults ([Frontend checkout](https://openreceive.org/guides/frontend-checkout.md)).
524
+ Build a custom checkout only if this app cannot use a drop-in; then
525
+ `@openreceive/browser/headless` is the API
526
+ ([Headless checkout](https://openreceive.org/guides/headless-checkout.md)).
527
+
528
+ ### Reconciliation
529
+
530
+ Settlement runs on the request path. You do not need a cron job. Disable or
531
+ tune it with `config.opportunistic_reconcile` (`false`, or
532
+ `{ min_interval_seconds: … }`).
533
+
534
+ Optionally, run one worker so settlement does not wait for the next page
535
+ load:
536
+
537
+ ```sh
538
+ bin/rails openreceive:notifications
539
+ ```
540
+
541
+ → [rake openreceive:notifications](https://openreceive.org/guides/api-reference.md#rake-openreceivenotifications)
542
+
543
+ `OpenReceive.reconcile!` and `bin/rails openreceive:reconcile` are one-shot
544
+ primitives if you want to drive a pass yourself.
545
+ → [OpenReceive.reconcile!](https://openreceive.org/guides/api-reference.md#openreceivereconcile)
546
+
547
+ ### Swap secrets
548
+
549
+ The Ruby server recognizes `LSC_URI_PRIMARY` and `LSC_URI_BACKUP` using the
550
+ shared [Lightning Swap Connect](https://openreceive.org/guides/lightning-swap-connect.md) vectors: setting either one
551
+ auto-builds the matching provider, so an app that wants swaps only supplies the
552
+ connection strings ([Environment variables](https://openreceive.org/guides/environment-variables.md)).
553
+ `config.swap_providers` is the override knob — pass your own adapters to
554
+ replace the auto-built set, or an empty array to disable swaps.
555
+
556
+ One `openreceive_payments` row holds at most one provider order in its
557
+ server-only `swap_data`. The engine filters `swap_data` from Active Record
558
+ inspection and ordinary serialization. Do not explicitly serialize it, log it,
559
+ or return it from your own API; it may contain a provider credential.
560
+
561
+ **Setting either connection string commits you to refunds.** A swap deposit can
562
+ arrive short or late, which leaves it `refund_required` at the provider with
563
+ only your UI able to claim it — and the payer claims it on a second visit,
564
+ after leaving your page for an address in another wallet. That needs a
565
+ per-order URL your app serves, a route that restores the order behind it, and
566
+ something that restores the ATTEMPT, since `/checkouts/prepare` returns none.
567
+ [Swap refunds](https://openreceive.org/guides/swap-refunds.md) is the whole of it; read it before you set
568
+ `LSC_URI_PRIMARY`.
metadata CHANGED
@@ -1,7 +1,7 @@
1
1
  --- !ruby/object:Gem::Specification
2
2
  name: openreceive
3
3
  version: !ruby/object:Gem::Version
4
- version: 0.3.2
4
+ version: 0.3.3
5
5
  platform: ruby
6
6
  authors:
7
7
  - OpenReceive
@@ -40,6 +40,10 @@ files:
40
40
  - lib/openreceive/rates.rb
41
41
  - lib/openreceive/swap_address.rb
42
42
  - lib/openreceive/version.rb
43
+ - skills/debug-openreceive-payment/SKILL.md
44
+ - skills/integrate-openreceive/SKILL.md
45
+ - skills/integrate-openreceive/references/node.md
46
+ - skills/integrate-openreceive/references/rails.md
43
47
  homepage: https://openreceive.org
44
48
  licenses:
45
49
  - MIT