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feat: add automatic payment/invoice status sync and invoice view page

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Core Plugin Enhancements:
- Add afterChange hook to payments collection to auto-update linked invoice status to 'paid' when payment succeeds
- Add afterChange hook to invoices collection for bidirectional payment-invoice relationship management
- Add invoice status sync when manually marked as paid
- Update plugin config types to support collection extension options

Demo Application Features:
- Add professional invoice view page with print-friendly layout (/invoice/[id])
- Add custom message field to payment creation form
- Add invoice API endpoint to fetch complete invoice data with customer info
- Add payment API endpoint to retrieve payment with invoice relationship
- Update payment success page with "View Invoice" button
- Implement beforeChange hook to copy custom message from payment metadata to invoice
- Remove customer collection dependency - use direct customerInfo fields instead

Documentation:
- Update README with automatic status synchronization section
- Add collection extension examples to demo README
- Document new features: bidirectional relationships, status sync, invoice view

Technical Improvements:
- Fix total calculation in invoice API (use 'amount' field instead of 'total')
- Add proper TypeScript types with CollectionSlug casting
- Implement Next.js 15 async params pattern in API routes
- Add customer name/email/company fields to payment creation form

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
Bas van den Aakster
2025-11-08 16:20:01 +01:00
parent f096b5f17f
commit 27da194942
16 changed files with 1092 additions and 139 deletions
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14
README.md
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@@ -30,9 +30,11 @@ A billing and payment provider plugin for PayloadCMS 3.x. Supports Stripe, Molli
- 👥 Flexible customer data management with relationship support
- 📊 Complete payment tracking and history
- 🪝 Secure webhook processing for all providers
- 🔄 Automatic payment/invoice status synchronization
- 🧪 Built-in test provider for local development
- 📱 Payment management in PayloadCMS admin
- 🔄 Callback-based customer data syncing
- 🔗 Bidirectional payment-invoice relationship management
- 🎨 Collection extension support for custom fields and hooks
- 🔒 Full TypeScript support
## Installation
@@ -197,6 +199,16 @@ The plugin adds these collections:
- **invoices** - Invoice generation with line items and embedded customer info
- **refunds** - Refund tracking and management
### Automatic Status Synchronization
The plugin automatically keeps payments and invoices in sync:
- **Payment → Invoice**: When a payment status changes to `paid` or `succeeded`, any linked invoice is automatically updated to `paid` status
- **Invoice → Payment**: When an invoice is created with a payment link, the payment is automatically linked back (bidirectional relationship)
- **Manual Invoice Payment**: When an invoice status is manually changed to `paid`, the linked payment is updated to `succeeded`
This ensures data consistency without manual intervention and works seamlessly with webhook updates from payment providers.
### Customer Data Management
The plugin supports flexible customer data handling: