* upsert: migrate US/CA PayPal without a payment method when flagged
getPaymentMethod no longer throws for a PayPal billing agreement destined for
Stripe US/CA when the account is flagged ignore_payment_method; instead it
returns null so the customer is migrated without a default payment method
(the send_invoice paymentMethodPending flow). Unflagged accounts still throw.
* finalize: expect the plan-code remap for legacy-plan subscriptions
When a subscription carries legacy_remap=1 metadata, compare the Stripe product's planCode against the recorded target plan code instead of the raw Recurly plan code, so the intentional remap is not misread as drift (the price is preserved, so the amount comparison is unchanged). Clear the legacy_remap metadata during post-migration cleanup.
* finalize: expect the assistant add-on reprice
When a subscription carries assist_addon_repriced=1 metadata, compare the assistant item against the recorded target amount (Stripe minor units) instead of the raw Recurly amount, so the intended reprice is not misread as drift. Clear the reprice metadata during post-migration cleanup.
* create_coupons: create migration coupons by name with amount_off, currency and product scope
Create the pipeline's per-region coupon_specs_<region>.csv coupons by name (idempotent, auto-paginated), supporting amount_off + currency (fixed) or percent_off, duration, and applies_to.products, with no promotion code. Region comes from the existing --region flag. The existing name-based percent-off + promotion-code path is unchanged.
* finalize: schedule the pending change as a phase 2
For a subscription flagged pending_change_scheduled, compare drift against the current Recurly state (not the pending change), then in Step 7 release the toolkit schedule and create a fresh two-phase subscription schedule (current until renewal; pending state from renewal with proration disabled and end_behavior release), clearing the scheduling metadata once the schedule exists.
* finalize: flag address-pending migrations and push the needs_to_update_address trait
When a migrated subscription carries metadata.addressPending, append -address-pending to the finalization status and push needs_to_update_address to customer.io (alongside the existing tax-info-pending handling), so the customer can be driven to add a billing address. The flag stays on the subscription so the customer.updated webhook can enable automatic_tax and clear it once the address resolves.
* webhook: heal address-pending migrations when the tax location resolves
On customer.updated (address/tax change), for a customer whose location is no longer unrecognized_location, enable automatic_tax on their migrated subscriptions still flagged metadata.addressPending and clear the flag. Enabling automatic_tax is rejected by Stripe while the location is still invalid, so the update is a safe idempotent no-op until the address is fixed; the cancellation state is never touched.
* cron: cancel unresolved address-pending subscriptions before they renew untaxed
Backstop for the address-pending cohort: searches the address-pending subscriptions in a region and, for any about to renew (within a configurable lead window) whose customer location is still unrecognized_location, cancels it at period end so it never renews untaxed. Skips subscriptions that are already cancelling and those whose location has resolved (healed by the webhook). Dry-run unless --commit.
* upsert: set tax.validate_location=auto on customer update
Conform PAN-copied customers to the account's default tax-location validation. Uses 'auto' rather than 'immediately' (which throws for country-only addresses and would break the address-pending migration flow).
* finalize-migration: send payment method info to customer.io
Add payment_method (card/paypal/none) and needs_to_add_payment_method
traits to the stripe_migration customer.io payload so the migration
email campaign can personalise per payment method without enumerating
the full cross-join. The payment method is read from the already-fetched
customer/subscription (default_payment_method now expanded on that fetch),
so no extra Stripe request is made. Also report a -payment-method-pending
status suffix in the CSV output.
* upsert: flag customers whose address Stripe cannot resolve
After pushing the Recurly address, read customer.tax.automatic_tax; when it is 'unrecognized_location', record address_unrecognized in the output so the subscription is migrated untaxed (address-pending) instead of failing at the billing-migration toolkit. This is the authoritative, region-agnostic detector (covers US/CA country-only and broken non-US addresses, e.g. India with a postal but no state/city). Adds isCustomerAddressUnrecognized helper + unit tests.
* Close reactivation-without-valid-address loophole
* webhook: detect newly-set address/tax with !== undefined
Review follow-up: the address-pending heal guard used a truthy check, which
would miss an address newly set from empty. Harmonise with _billingChanges,
which already uses !== undefined.
* upsert: set tax.validate_location via customerParams
Review follow-up: move the tax.validate_location='auto' directive into the
assembled customerParams instead of overriding it inline at the update call,
so it also appears in the dry-run output.
* create_coupons: guard migration coupons against ambiguous discount specs
Review follow-up: throw a clear per-coupon error if a migration coupon spec
has neither or both of amount_off/percent_off, catching data-processing
issues instead of silently sending percent_off=NaN.
* Rely on presence of customer.tax
* webhook: cover the address-pending heal path in unit tests
The customer.updated fixtures carried no `tax` hash and the mocked region
client had no `stripe` property, so the one test that reached the heal branch
threw and was swallowed by the caller's error handler. The heal logic had no
real coverage as a result.
Add the missing fixture fields and tests covering the heal itself, the
still-unrecognized early return, the skip rules for unflagged and cancelled
subscriptions, the Stripe rejection path that leaves the flag set, and the
missing-tax guard.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
GitOrigin-RevId: 8162e3e0f01e136d3aa560c22e98f43e36da4eb5
* [web] render address form above payment element on Stripe checkout
Changing country across Stripe regions (US/CA vs rest) remounts the Elements
tree and clears any entered card details. Rendering the address form (which
contains the country selector) first lets users settle the country before
entering payment details.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* [web] gate checkout address-first order behind checkout-address-order split test
Per PR review: the reorder needs testing, so it is now behind the
checkout-address-order split test (default keeps the current payment-first
order). With the enabled variant the heading becomes "Payment details", since
"Select a payment method" no longer sits above the payment element.
Part of #36429
* Rename `checkout-address-order` to `checkout-address-first`
GitOrigin-RevId: 9c861b1013a284b10757fc416bcdc5610790d582
* Zotero sync: treat the paged pull as a single snapshot
* fix zod after rebasing
* if extraHeaders, build a new client on each request
GitOrigin-RevId: b73829ad9fddaeb91753b3f9b80c5c5ae0cbfa50
* [web] Remove SubscriptionFormatters, format subscription dates in the frontend
Replace the server-formatted nextPaymentDueAt/nextPaymentDueDate/
trialEndsAtFormatted fields with the raw periodEnd date and format in
the React dashboard (same strings as before, English + UTC). Also
consolidate hand-rolled trial checks onto isInFreeTrial /
SubscriptionHelper.isInTrial.
* [web] Remove the now-unused dateformat dependency
* [web] Address review: payment-dates unit test, UTC dates in acceptance test
Add a dedicated unit test asserting the exact formatted strings from
formatPaymentDate/formatPaymentDateTime, and use explicit UTC timestamps
in the SubscriptionDashboard acceptance fixtures instead of
local-timezone Date constructors.
GitOrigin-RevId: 16ac4f1098b14ef9f1478d22cf39c1357ead7dea
* [web] Add cancel-loss-messaging split test
Populate the cancel confirmation step with plan-specific losses when the
cancel-loss-messaging split test is enabled: "Are you sure you want to
cancel?" heading, the subscription end date, and a card listing what the
user loses moving to the Free plan (compile timeout, AI, collaborators,
history), with the lost benefit struck through next to its Free-plan
replacement.
Shown only to non-trial Student/Standard/Pro individual subscribers with
no other retention offer (trial extension or downgrade upsell) — those
keep the existing confirmation.
Copy matches the mockups in the ticket. No new analytics events; the
existing subscription-page-cancel-button-click / subscription-cancelled
funnel is used.
Part of #35765
* [web] Consolidate ActiveSubscription stories, add cancel confirmation story
Replace the 13 fixture-per-story exports with a single Dashboard story
driven by controls (subscription fixture select, flexible licensing,
cancel-loss-messaging variant), using the CSF factories pattern. Add a
CancelConfirmation story that renders the cancel confirmation step
directly so the cancel-loss-messaging variant can be previewed without
clicking through, with a Professional fixture available to see the Pro
loss rows.
* [web] Use withSplitTests for the ActiveSubscription stories
Register cancel-loss-messaging in defaultSplitTestsArgTypes and drive the
stories' variant from the shared withSplitTests decorator (radio control,
SplitTestContext provided from args) instead of hand-rolled meta tags and
SplitTestProvider. Generalize withSplitTests' typing so it composes with
CSF factories (preview.meta) as well as legacy meta objects.
* [web] Fix Storybook indexing of the ActiveSubscription stories
Storybook's static CSF indexer requires preview.meta() to receive an
object literal, so spread withSplitTests' argTypes/decorators into the
meta literal instead of wrapping the whole config in the helper call.
* [web] Compose ActiveSubscription stories from orthogonal controls
- Wrap the stories in #subscription-dashboard-root so the dashboard's
scoped styles (e.g. the cancel-loss strikethrough) apply in Storybook
- Replace the single fixture dropdown with independent controls (group,
plan, period, currency, trial, status, pending plan change, add-ons,
coupons, pending license change), building the subscription from the
fixtures' base + patches
- Guard impossible mixes with argTypes `if` conditions: individual-only
controls hide when group is on, and pendingLicenseChange only shows
for groups
* [web] Add student plan to the ActiveSubscription story controls
The cancel-loss-messaging variant has student-specific rows (AI
Assistant / 10 collaborators), so the plan control needs a student
option. Groups have no student plans, so for group subscriptions the
student choice maps to the Standard group fixture.
* [web] Provide ol-plans in the ActiveSubscription stories
The cancel confirmation's downgrade branch (monthly Standard is
isEligibleForDowngradeUpsell) looks up paid-personal in ol-plans and
spins forever when the meta tag is missing. Provide ol-plans and
ol-groupPlans from the fixtures, matching the test render helper.
GitOrigin-RevId: e8491c8d39ed059e42ea3442e8d70c3ef304b009
* [web] gracefully handle failed oauth token exchange for reference managers
Mendeley/ReadCube redirect back to /:ref_provider/oauth/token-exchange with
`error` and `error_description` instead of `code` when a user declines consent.
completeAuth forwarded the whole query string on to third-party-references,
whose strict zod schema (d8c1679bb08) accepts only oauth_token, oauth_verifier
and code, so the exchange failed and the user got a 500.
The same forwarding also sent `state` on every callback, success or failure.
`state` is web's own CSRF token and is never read by third-party-references, so
it tripped the log-only schema on every single token exchange, and would have
broken linking outright under REQ_VALIDATION_MODE=enforce.
Forward only the credentials the exchange needs, and show a translated
notification in the Reference managers section rather than erroring. Validate
ref_provider against the known providers so the provider name can be
interpolated into the message without reflecting a URL segment.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
* [web] fix providerName argument and validate before deriving refProvider
Address Copilot review on #36377:
- The token-exchange failure handler passed `false` positionally into the
`providerName` slot of _redirectWithLinkingError, so a failed exchange would
have rendered "your false account". Pass providerName and an explicit false.
- _getRefProviderBackendKey(req) ran before parseReq, so refProvider was derived
from raw, unvalidated req.params. Parse first and derive from the validated
params via _toRefProviderBackendKey; _getRefProviderBackendKey now delegates
to it so the other handlers are unchanged.
The completeAuth tests kept their assertions inside ctx.res.callback without
awaiting the controller, so the callback fired after the test had already
returned and the assertions were never enforced — which is why the suite was
green with the providerName bug in it. Await the controller and assert inline.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
* [web] add logOnly to the completeAuth schema and guard the provider lookup
logOnly returns the raw input on a schema failure, so ref_provider can be an
arbitrary URL segment. Check it against the display-name table rather than
trusting the schema: unknown providers 404 in both validation modes, and
providerName is guaranteed non-null for the rest of the handler.
Also covers the schema half under REQ_VALIDATION_MODE=enforce, so dropping
ref_provider from completeAuthSchema fails a test rather than passing unnoticed.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
GitOrigin-RevId: b98eb5414fe8b672f44aab8c3690f7637d434cd2
Mathias Jakobsen