Adds financial_connections with balances permission and prefetch
to Stripe Checkout sessions when payment_method is ACH. This uses
Plaid to verify the customer's bank account balance before accepting
payment, reducing ACH return risk.
- permissions: ["payment_method", "balances"]
- prefetch: ["balances"]
- verification_method: "instant"
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
1. BDC Yes/No buttons now have "Change answer" undo — clicking
Yes or No is reversible without re-running the check
2. intake_data JSON.parse wrapped in try/catch with error logging
instead of silently returning empty object
3. All CTA price displays use .toFixed(2) for consistent formatting
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
1. CRITICAL: Add compliance_batch to stripe session tableMap —
session IDs weren't being stored for batch orders
2. CRITICAL: Fix batch orders using order_number instead of batch_id
when storing stripe_session_id
3. MAJOR: Tax deductibility note only shows for compliance orders,
not CRTC/formation/bundles
4. MAJOR: Identity verification fallback changed from localhost:4321
to performancewest.net with warning log
5. MEDIUM: Fix discount rounding — last service absorbs remainder
to prevent cent loss across batch orders
6. LOW: Validate at least one paid service in batch orders
7. Standardize support email to info@performancewest.net everywhere
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Sends next-steps email with services list, USAC delegation
instructions for 499-A, and multi-year catch-up note.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
