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A foundation for building Elixir Phoenix apps — SaaS, social networks, ERP systems, marketplaces, and more
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Files
lib/phoenix_kit/billing/transaction.ex
defmodule PhoenixKit.Billing.Transaction do
@moduledoc """
Schema for payment transactions.
Transactions record actual payments and refunds for invoices.
- Positive amount = payment
- Negative amount = refund
Transactions are created when:
- Admin marks invoice as paid (creates payment transaction)
- Admin issues a refund (creates refund transaction)
There are no pending/failed statuses - a transaction is only recorded
when the payment/refund has actually occurred.
"""
use Ecto.Schema
import Ecto.Changeset
alias PhoenixKit.Billing.Invoice
alias PhoenixKit.Users.Auth.User
@payment_methods ~w(bank stripe paypal razorpay)
schema "phoenix_kit_transactions" do
field :uuid, Ecto.UUID
field :transaction_number, :string
field :amount, :decimal
field :currency, :string, default: "EUR"
field :payment_method, :string, default: "bank"
field :description, :string
field :metadata, :map, default: %{}
# For future payment provider integrations
field :provider_transaction_id, :string
field :provider_data, :map, default: %{}
belongs_to :invoice, Invoice
belongs_to :user, User
timestamps(type: :utc_datetime_usec)
end
@doc """
Creates a changeset for a transaction.
"""
def changeset(transaction, attrs) do
transaction
|> cast(attrs, [
:transaction_number,
:amount,
:currency,
:payment_method,
:description,
:metadata,
:provider_transaction_id,
:provider_data,
:invoice_id,
:user_id
])
|> validate_required([
:transaction_number,
:amount,
:currency,
:payment_method,
:invoice_id,
:user_id
])
|> validate_inclusion(:payment_method, @payment_methods)
|> validate_number(:amount, not_equal_to: 0)
|> unique_constraint(:transaction_number)
|> foreign_key_constraint(:invoice_id)
|> foreign_key_constraint(:user_id)
|> maybe_generate_uuid()
end
defp maybe_generate_uuid(changeset) do
case get_field(changeset, :uuid) do
nil -> put_change(changeset, :uuid, UUIDv7.generate())
_ -> changeset
end
end
@doc """
Returns true if this transaction is a payment (positive amount).
"""
def payment?(%__MODULE__{amount: amount}) do
Decimal.positive?(amount)
end
@doc """
Returns true if this transaction is a refund (negative amount).
"""
def refund?(%__MODULE__{amount: amount}) do
Decimal.negative?(amount)
end
@doc """
Returns the transaction type as a string.
"""
def type(%__MODULE__{} = transaction) do
if payment?(transaction), do: "payment", else: "refund"
end
@doc """
Returns the absolute amount (always positive).
"""
def absolute_amount(%__MODULE__{amount: amount}) do
Decimal.abs(amount)
end
@doc """
Returns the list of valid payment methods.
"""
def payment_methods, do: @payment_methods
end