cf021e2f91
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.
25 lines
1.1 KiB
SQL
25 lines
1.1 KiB
SQL
-- 100: Recurring (Stripe Subscription) support for compliance services.
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--
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-- The OIG/SAM exclusion screening is sold as a $79/month Stripe Subscription
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-- (catalog billing_interval="month"). We track the Stripe Subscription id so the
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-- invoice.paid renewal webhook can map a monthly charge back to the order and
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-- re-run that cycle's screening.
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--
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-- The Provider Compliance Bundle ($899/yr) includes only the FIRST OIG/SAM
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-- screening; bundle buyers are converted to the $79/mo monitoring subscription
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-- after that first cycle via an automated upsell email. bundle_upsell_sent_at
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-- dedupes that send.
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--
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-- Idempotent. (Mirrors ensureColumns() in api/src/routes/checkout.ts so a fresh
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-- deploy and this migration converge on the same schema.)
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ALTER TABLE compliance_orders
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ADD COLUMN IF NOT EXISTS stripe_subscription_id text;
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ALTER TABLE compliance_orders
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ADD COLUMN IF NOT EXISTS bundle_upsell_sent_at timestamptz;
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-- Map a renewal invoice's subscription back to its order quickly.
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CREATE INDEX IF NOT EXISTS idx_compliance_orders_subscription
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ON compliance_orders (stripe_subscription_id)
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WHERE stripe_subscription_id IS NOT NULL;
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