saasy

== Welcome to Saasy

Saasy is a Rails app that bills and authenticates, so you don't have to. The idea is that you host Saasy on a subdomain, and communicate with it using SSO/REST protocols. That means you're free to do more interesting coding.

At the moment this is alpha code - use at your own risk

I'd like to thank Made by Many (http://madebymany.co.uk) for supporting this project.

Alex MacCaw

http://eribium.org [email protected]

== Screenshots

• Billing - http://github.com/maccman/saasy/tree/master/doc/Saasy_Billing.png
• Sign up - http://github.com/maccman/saasy/tree/master/doc/Saasy_Signup.png
• Edit profile - http://github.com/maccman/saasy/tree/master/doc/Sassy_Edit_Profile.png
• Example Invoice - http://github.com/maccman/saasy/tree/master/doc/invoice.pdf

== Overview

• Subscription management
• Recurring billing
• Credit card management
• User authentication and SSO

== Features

• No local credit card storage
• Automated billing script that should be run nightly
• Configurable subscription plans (price/duration)
• SSL protection for account creation (and when updating CC info)
• Account can have multiple users, interface for adding more
• Trial ending mailer
• Invoice mailer
• Automated notification and retry of failed renewals
• Plan upgrade/downgrades
• PDF invoices
• Forgot password retrieval
• OpenID support
• Shared secret SSO
• Credit card verification
• REST API for users and subscriptions

== Getting Started

cp config/database.example.yml config/database.yml

cp config/application.example.yml config/application.yml

cp config/subscription.example.yml config/subscription.yml

rake db:schema:load

Setup a cron job to run rake subs:daily daily

configure application.yml

configure subscriptions.yml

script/server -p 3001

== Gateways

Currently the following gateways are supported:

• Braintree
• TrustCommerce
• PaymentExpress

== Choosing a Gateway

Braintree seems to be a good choice, and they're friendly to Railers to:

• http://groups.google.com/group/rails-business/msg/53da3705df6063a2

== Test transactions

As far as I could tell, Braintree are the only Gateway that lets you test transactions without signing up.

• http://dev.braintreepaymentsolutions.com/test-transaction/

== SSO (single sign on)

I've implemented a simple SSO using shared secrets. have a look at lib/sso.rb for more information.

== Gotchas

I've made some extensions to various plugins/libs which I've yet to push back:

• Extended ActiveMerchant's Braintree and Trust Commerce gateways (see initializers)
• Edited acts_as_state_machine:
  • Added named_scope 'in_state'
  • Stopped it overriding any states I specified before creation
  • Make it update all the attributes on save, not just the state column
• Used the Rails 2.2 version of prawnto (http://github.com/filiptepper/prawnto/tree/master)
• Edited ssl_requirement so that it's disabled in development/test mode.
• Rails error_messages_for now uses spans, instead of divs, to be standards compliant
• Add a float component to Prawn (see initializers)