zai_payment 2.4.0 → 2.6.0

data/implementation_summary.md

@@ -1,195 +0,0 @@
-# New User Parameters Implementation Summary
-
-This document summarizes the new body parameters added to the User resource for creating users in the Zai Payment gem.
-
-## Added Parameters
-
-### Individual User Parameters
-
-The following new parameters have been added for individual users:
-
-1. **`drivers_license_number`** (String)
-   - Driving license number of the user
-   - Optional field for enhanced verification
-
-2. **`drivers_license_state`** (String)
-   - State section of the user's driving license
-   - Optional field for enhanced verification
-
-3. **`logo_url`** (String)
-   - URL link to the logo
-   - Optional field for merchant branding
-
-4. **`color_1`** (String)
-   - Primary color code (e.g., #FF5733)
-   - Optional field for merchant branding
-
-5. **`color_2`** (String)
-   - Secondary color code (e.g., #C70039)
-   - Optional field for merchant branding
-
-6. **`custom_descriptor`** (String)
-   - Custom text that appears on bank statements
-   - Optional field for merchant branding
-   - Shows on bundle direct debit statements, wire payouts, and PayPal statements
-
-7. **`authorized_signer_title`** (String)
-   - Job title of the authorized signer (e.g., "Director", "General Manager")
-   - Required for AMEX merchants
-   - Refers to the role/job title for the individual user who is authorized to sign contracts
-
-### Company Object
-
-A new **`company`** parameter has been added to support business users. When provided, it creates a company for the user.
-
-#### Required Company Fields
-
-- **`name`** (String) - Company name
-- **`legal_name`** (String) - Legal business name (e.g., "ABC Pty Ltd")
-- **`tax_number`** (String) - ABN/TFN/Tax number
-- **`business_email`** (String) - Business email address
-- **`country`** (String) - Country code (ISO 3166-1 alpha-3)
-
-#### Optional Company Fields
-
-- **`charge_tax`** (Boolean) - Whether to charge GST/tax (true/false)
-- **`address_line1`** (String) - Business address line 1
-- **`address_line2`** (String) - Business address line 2
-- **`city`** (String) - Business city
-- **`state`** (String) - Business state/province
-- **`zip`** (String) - Business postal code
-- **`phone`** (String) - Business phone number
-
-## Implementation Details
-
-### Code Changes
-
-1. **Field Mappings** - Added new fields to `FIELD_MAPPING` constant
-2. **Company Field Mapping** - Added new `COMPANY_FIELD_MAPPING` constant
-3. **Validation** - Added `validate_company!` method to validate company required fields
-4. **Body Building** - Updated `build_user_body` to handle company object separately
-5. **Company Body Builder** - Added `build_company_body` method to construct company payload
-6. **Documentation** - Updated all method documentation with new parameters
-
-### Special Handling
-
-- **Company Object**: Handled separately in `build_user_body` method
-- **Boolean Values**: Special handling for `charge_tax` to preserve `false` values
-- **Nested Structure**: Company fields are properly nested in the API payload
-
-## Usage Examples
-
-### Enhanced Verification with Driver's License
-
-```ruby
-ZaiPayment.users.create(
-  email: 'user@example.com',
-  first_name: 'John',
-  last_name: 'Doe',
-  country: 'USA',
-  drivers_license_number: 'D1234567',
-  drivers_license_state: 'CA',
-  government_number: '123-45-6789'
-)
-```
-
-### Merchant with Custom Branding
-
-```ruby
-ZaiPayment.users.create(
-  email: 'merchant@example.com',
-  first_name: 'Jane',
-  last_name: 'Smith',
-  country: 'AUS',
-  logo_url: 'https://example.com/logo.png',
-  color_1: '#FF5733',
-  color_2: '#C70039',
-  custom_descriptor: 'MY STORE'
-)
-```
-
-### Business User with Company
-
-```ruby
-ZaiPayment.users.create(
-  email: 'director@company.com',
-  first_name: 'John',
-  last_name: 'Director',
-  country: 'AUS',
-  mobile: '+61412345678',
-  authorized_signer_title: 'Director',
-  company: {
-    name: 'ABC Company',
-    legal_name: 'ABC Company Pty Ltd',
-    tax_number: '123456789',
-    business_email: 'admin@abc.com',
-    country: 'AUS',
-    charge_tax: true,
-    address_line1: '123 Business St',
-    city: 'Melbourne',
-    state: 'VIC',
-    zip: '3000'
-  }
-)
-```
-
-### AMEX Merchant Setup
-
-```ruby
-ZaiPayment.users.create(
-  email: 'amex.merchant@example.com',
-  first_name: 'Michael',
-  last_name: 'Manager',
-  country: 'AUS',
-  authorized_signer_title: 'Managing Director',  # Required for AMEX
-  company: {
-    name: 'AMEX Shop',
-    legal_name: 'AMEX Shop Pty Limited',
-    tax_number: '51824753556',
-    business_email: 'finance@amexshop.com',
-    country: 'AUS',
-    charge_tax: true
-  }
-)
-```
-
-## Validation
-
-The following validations are in place:
-
-1. **Company Validation**: When `company` is provided, all required company fields must be present
-2. **Email Format**: Must be a valid email address
-3. **Country Code**: Must be ISO 3166-1 alpha-3 format (3 letters)
-4. **DOB Format**: Must be in DD/MM/YYYY format
-5. **User ID**: Cannot contain '.' character
-
-## Documentation Updates
-
-The following documentation files have been updated:
-
-1. **`lib/zai_payment/resources/user.rb`** - Implementation
-2. **`examples/users.md`** - Usage examples and patterns
-3. **`docs/users.md`** - Field reference and comprehensive guide
-4. **`readme.md`** - Quick start example
-
-## Testing
-
-All new parameters have been tested and verified:
-- ✓ Drivers license parameters
-- ✓ Branding parameters (logo_url, colors, custom_descriptor)
-- ✓ Authorized signer title
-- ✓ Company object with all fields
-- ✓ Company validation (required fields)
-- ✓ Boolean handling (charge_tax false preservation)
-
-## API Compatibility
-
-These changes are **backward compatible**. All new parameters are optional and existing code will continue to work without modifications.
-
-## Related Files
-
-- `/lib/zai_payment/resources/user.rb` - Main implementation
-- `/examples/users.md` - Usage examples
-- `/docs/users.md` - Field reference
-- `/readme.md` - Quick start guide
-