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feat(healthcare): OIG/SAM exclusion screening as $79/mo Stripe Subscription

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Convert OIG/SAM from one-time $299/yr to recurring $79/month (card+ACH only) -
the first real recurring-billing product in the system. Exclusion screening is
a *monthly* federal obligation, so recurring monitoring fits the requirement and
is the biggest valuation lever (vs a one-time annual run).

Catalog (single source of truth):
- service-catalog.ts: add billing_interval + allowed_methods to ComplianceService;
  oig-sam-screening -> 7900c, billing_interval:"month", allowed_methods:[card,ach],
  name "(Monthly Monitoring)".
- gen-service-catalog.py + check-service-catalog-drift.py: carry/guard the two new
  fields; regenerate site catalog.

Checkout (api/src/routes/checkout.ts):
- mode:"subscription" with recurring price_data when billing_interval is set;
  surcharge absorbed for recurring (clean $79/mo); server-side METHOD_NOT_ALLOWED
  re-validation against allowed_methods.
- ensureColumns + migration 100: compliance_orders.stripe_subscription_id,
  bundle_upsell_sent_at (+ subscription index).

Webhooks (api/src/routes/webhooks.ts):
- record stripe_subscription_id on checkout.session.completed (subscription mode).
- invoice.paid (subscription_cycle only) -> re-dispatch screening for the cycle;
  invoice.payment_failed -> admin alert + first-failure customer nudge;
  customer.subscription.deleted -> mark order cancelled. (API 2026-03-25 moved the
  subscription link to invoice.parent.subscription_details.subscription.)

Fulfillment:
- job_server.py: pass recurring_cycle/invoice_id into the order.
- npi_provider.py: OIG handler labels renewal cycles "[Monthly cycle]" + re-screen
  note; bundle action runs only the FIRST screening + flags the $79/mo upsell.

Bundle land-and-expand:
- Provider Compliance Bundle now includes only the first OIG/SAM screening (was
  giving away $948/yr of monitoring inside an $899 bundle).
- new worker scripts/workers/bundle_upsell.py (+ pw-bundle-upsell timer): ~3 weeks
  after a paid bundle, emails the customer to continue $79/mo monitoring; dedup via
  bundle_upsell_sent_at; skips customers who already have an OIG/SAM order.

Surfaces updated to $79/mo: PaymentStep (filters methods, "Billed every month,
cancel anytime"), order pages, healthcare index, npi-compliance-check tool (also
fixed stale $699 bundle drift -> $899), hc_oig_screening + hc_compliance_bundle
emails.

Docs: billing.md gains a "Stripe-native Subscriptions" section + a reality-check
banner (Adyen/ERPNext-gateway model documented there is NOT live; Stripe is the
real rail). Fixed run-migrations.yml container name bug
(performancewest-postgres-1 -> performancewest-api-postgres-1, overridable).

Tests: api/tests/recurring-subscription.test.ts (28 assertions) covers catalog
gating, method validation, surcharge suppression, recurring line-item build,
invoiceSubscriptionId extraction, renewal-cycle gating. tsc clean; site build
clean; catalog drift OK.

Manual deploy step: enable invoice.paid, invoice.payment_failed,
customer.subscription.deleted on the Stripe webhook endpoint.
This commit is contained in:
justin 2026-06-18 07:54:38 -05:00
parent f481a1d13c
commit cf021e2f91
21 changed files with 820 additions and 69 deletions
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4
site/src/lib/service-catalog.generated.ts
View file

@ -12,6 +12,8 @@ export interface ServiceMeta {
name: string;
price_cents: number;
gov_fee_label?: string;
billing_interval?: "month" | "year";
allowed_methods?: ("card" | "ach" | "paypal" | "klarna" | "crypto")[];
}
export const SERVICE_META: Record<string, ServiceMeta> = {
@ -73,7 +75,7 @@ export const SERVICE_META: Record<string, ServiceMeta> = {
"nppes-update": { name: "NPPES Data Update / Attestation", price_cents: 34900 },
"ny-hut-registration": { name: "NY Highway Use Tax Registration", price_cents: 10900, gov_fee_label: "NY HUT certificate & decal fees (state, billed at cost)" },
"ocn-registration": { name: "NECA OCN + Sponsoring CLEC Agreement", price_cents: 265000 },
"oig-sam-screening": { name: "OIG/SAM Exclusion Screening (Annual)", price_cents: 29900 },
"oig-sam-screening": { name: "OIG/SAM Exclusion Screening (Monthly Monitoring)", price_cents: 7900, billing_interval: "month", allowed_methods: ["card", "ach"] },
"or-weight-mile-tax": { name: "Oregon Weight-Mile Tax Setup", price_cents: 10900, gov_fee_label: "Oregon weight-mile tax account & bond/deposit (state, billed at cost)" },
"osow-permit": { name: "Oversize/Overweight Permit", price_cents: 10900, gov_fee_label: "State oversize/overweight permit fees (per trip/route, billed at cost)" },
"provider-compliance-bundle": { name: "Provider Compliance Bundle (Annual)", price_cents: 89900 },