Commit Graph

11 Commits

Author SHA1 Message Date
Grant 094cf75e52 v0.2.0:20 — Multi-policy scope for discount codes
A discount code can now apply to a subset of policies on a product
(e.g. "Patron and Pro but not Creator") instead of being limited to
exactly one policy or the entire product.

- Migration 0018 adds `applies_to_policy_ids_json` (nullable JSON array
  of policy ids). Legacy `applies_to_policy_id` stays as the singular
  fallback when the JSON column is empty/NULL.
- `DiscountCode::allowed_policy_ids()` helper unifies multi + singular
  into one Vec. Purchase + preview scope checks consult it.
- `find_applicable_featured_discount` now narrows multi-policy
  candidates in Rust (small candidate set; index-friendly SQL would
  require json_each, deferred).
- Admin API: `POST /v1/admin/discount-codes` accepts `policy_slugs`
  (array) alongside the existing `policy_slug` (singular). Multi wins
  when both are present. PATCH does not allow scope edits — same rule
  as the singular field (disable + recreate to re-scope).
- UI: pill multi-select replaces the policy dropdown on the create
  form. Edit modal's scope label renders the comma-separated list.

UI + schema both back-compat: existing codes keep working unchanged.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-11 14:01:51 -05:00
Grant 4334a9f044 v0.2.0:16 — Launch-special discount codes + marketing bullets
Major feature release.

Featured (launch-special) discount codes:
  - New 'featured' flag on discount_codes (migration 0017). When true,
    the buy page renders a diagonal LAUNCH SPECIAL ribbon + slashed
    original price + new price for every applicable tier. Purchase
    endpoint auto-applies the discount for buyers who don't type a
    code. Operator-typed codes still win.
  - find_applicable_featured_discount repo helper: most-specific match
    (policy > product > global), tiebreak by created_at.
  - GET /v1/products/<slug>/policies now returns featured_discount per
    policy with the post-discount price computed server-side. SDK
    consumers + the dynamic pricing page get this for free.

Marketing bullets on policies:
  - metadata.marketing_bullets — operator-controlled copy that renders
    as additional checkmarks above the entitlement bullets on both the
    admin grid tier card and the buy page tier. For things like 'Up
    to 5 products' or 'BTCPay integration' that aren't real
    entitlement gates.
  - Authored via textarea on draft + edit policy forms.

UI:
  - 'Most popular' checkbox now on the draft tier card (was edit-only).
  - Discount codes tab grouped by product (matching Licenses /
    Subscriptions tabs). Each code row gets a 'featured' badge when
    flagged.

All 87 tests still pass. Migration is additive, no SDK changes,
backwards-compatible.
2026-05-11 12:47:45 -05:00
Grant 257669092b v0.2.0:11 + v0.2.0:12 — Archive, Settings, agent surface, machines redesign
Two release cycles prepared together: v0.2.0:11 (policy archive + safe-
delete cleanup + brand-consistent confirm modals) and v0.2.0:12 (Settings
tab + agent-friendly operator API + machines tab redesign + buyer-facing
copy alignment).

Highlights:

- Migration 0015: policies.archived_at column. Archive button on tier
  cards; safe-delete relaxed to ignore revoked-license tombstones;
  renewal worker refuses archived policies.
- Migration 0016: scoped_api_keys table. Four roles (read-only,
  license-issuer, support, full-admin) with bounded scopes. Master
  admin_api_key still works on every endpoint; scoped keys gated on
  endpoints wired through require_scope().
- New /v1/openapi.json — public, no auth. Curated OpenAPI 3.1 spec
  for agent / SDK discovery.
- New Settings tab: Operator name + Payment providers panel + API
  keys management. Replaces 8 StartOS Actions (Zaprite all, BTCPay
  all, operator name, switch-provider). StartOS Actions pruned to 4
  install-time essentials.
- Machines tab rewritten: global default view grouped by product,
  filter pills with counts, quick-stats row, drill-down via new
  "Machines" button on each Licenses-tab row. New repo helper
  list_machines_admin joins machines x licenses x products
  server-side.
- Branded confirmModal replaces every native window.confirm() call
  in the admin UI (7 callsites).
- Enforce mode killed: KEYSAT_LICENSE_ENFORCE compile-time flag
  retired; daemon always boots; missing self-license -> Creator
  (free) tier. "Unlicensed" label gone from admin UI.
- Zaprite gated on the new zaprite_payments entitlement (renamed
  from card_payments to reflect the broader gateway).
- Creator code cap 5 -> 10.
- KEYSAT_AGENT_GUIDE.md: auth, role-to-scope mapping, error envelope,
  webhook events, worked recipes.
- Buyer-facing copy aligned with new positioning: "Bitcoin-native
  self-hosted software licensing" everywhere on production surfaces.
- Cross-product safety section (Section 9a) added to KEYSAT_INTEGRATION.md.
- 5 new API integration smoke tests covering OpenAPI, scoped API
  keys CRUD, role-elevation guard, and Zaprite-tier gating.

Test count: 83 passing (was 78). All migration tests pass against
0015 and 0016 applied to populated DBs.
2026-05-11 08:45:25 -05:00
Grant 68dfe7f6fc Product entitlements catalog (Phase 1: schema + admin + buy page)
Closes the request to make entitlements first-class on products
instead of free-text strings on policies. Operators declare the
closed list of entitlements a product offers — slug + display name
+ optional description — and policies pick from that list with a
click-to-toggle bubble UI. Buy page renders human-readable names
("AI summaries") with descriptions as tooltips, never the raw slug
("ai_summaries").

Schema (migration 0014):
- products.entitlements_catalog_json: nullable JSON column shaped
  as [{slug, name, description}, ...]
- Auto-backfill on upgrade: for each existing product, derive a
  catalog from the union of its policies' entitlement slugs, with
  name = slug.replace('_', ' ') and empty description. Operators
  can refine afterward.
- Products with no policy entitlements stay NULL (legacy
  free-text mode preserved).

Server:
- Product struct gains entitlements_catalog: Option<Vec<EntitlementDef>>
- repo::set_product_entitlements_catalog (validates lowercase ASCII
  slugs, uniqueness, defaults name to slug if empty)
- Product create/update API accept entitlements_catalog;
  update uses double-Option PATCH shape so operators can clear
- Closed-list validation: when product has a non-empty catalog,
  policy create + update reject any entitlement slug not in the
  catalog with a clear error pointing at the right path
- /v1/products/<slug>/policies surfaces entitlements_catalog
  in the product object so SDK consumers can render display
  names client-side
- Buy page renders entitlement display names + description tooltips
  on tier cards (falls back to raw slug for legacy entries that
  predate the catalog)

Admin UI:
- New catalogEditor() helper (repeating slug/name/description rows
  with add/remove buttons) embedded in product create + edit forms
- New entitlementBubblePicker() helper (click-to-toggle pill chips
  showing display name with description tooltip)
- Policy create form: entitlements input swaps based on the chosen
  product's catalog — bubble picker when catalog has entries,
  legacy textarea otherwise. Rebuilds when operator changes
  product.
- Policy edit modal: same bubble-picker-or-textarea swap, scoped
  to the policy's product
- Policy list table: entitlement column shows display names
  (resolved against the product's catalog) instead of slugs

Migration regression test verifies:
- Backfill correctly unions entitlements across all of a product's
  policies, deduplicates, applies name = slug-with-underscores-as-
  spaces transformation
- Products with no policy entitlements get NULL (not [])
- Manually-set catalog values round-trip
- Schema is otherwise FK-clean post-migration

Test count: 78 (was 77; +1 for migration_0014_backfills_*).

Phase 2 (SDK updates + integration doc + side-by-side card-grid
policy authoring UI) ships in follow-up commits before v0.2.0:8.
2026-05-10 07:55:14 -05:00
Grant 8ce78ab9d3 Tier upgrades Phase 1 — schema foundation (dormant)
First step of TIER_UPGRADES_DESIGN.md (Grant + me, parent folder).
Schema-only commit; Phases 2-6 (quote logic, buyer endpoints, admin
endpoints, admin UI, buyer surface) ship in follow-ups.

Migration 0013_tier_upgrades.sql:

1. ALTER TABLE policies ADD COLUMN tier_rank INTEGER. Operator-defined
   ladder ordering — higher = better tier. NULL means the policy isn't
   in any ladder (existing operators see no behavior change). The
   buyer-facing upgrade endpoint will validate
   target.tier_rank > current.tier_rank for upgrades, and the reverse
   for downgrades. Index on (product_id, tier_rank) supports the
   "list this product's policies in ladder order" query.

2. New tier_changes table — one row per upgrade/downgrade. Captures:
   - from_policy_id / to_policy_id with FKs into policies
   - direction ('upgrade' | 'downgrade', CHECK enforced)
   - listed_currency + proration_charge_value (smallest unit) for the
     pricing snapshot; invoice_id nullable so comp-mode admin changes
     (skip_payment=true) can write a row without an invoice
   - effective_at decoupled from created_at so downgrades on recurring
     subs can be RECORDED immediately but TAKE EFFECT at cycle end
   - actor ('buyer' | 'admin', CHECK enforced) + free-form reason
   - Three indexes covering the obvious query paths: by license
     (history view), by created_at (operator analytics), partial on
     invoice_id WHERE NOT NULL (webhook-handler lookup of
     "is this settling invoice a tier-change?").

Migration regression test (8 tests now in tests/migrations.rs, was 7):
- Existing pre-0013 fixtures untouched, tier_rank defaults to NULL.
- tier_changes accepts a row referencing pre-0013 license/policy/invoice.
- CHECK constraints fire: bad direction, bad actor, negative
  proration_charge_value all rejected.
- assert_db_clean confirms no FK / integrity drift.

Drive-by: branding design doc (parent folder) bumps its migration
number from 0013 → 0014 to avoid a collision with this one.

Test count: 58 (was 57; +1 for migration_0013_adds_tier_upgrades).
2026-05-08 19:33:08 -05:00
Grant 9eba309a8f v0.2.0:2 — Zaprite payment provider + recurring subscriptions schema foundation
This release adds Zaprite as an alternative to BTCPay. Operators
can now choose between two payment rails:
- BTCPay: Bitcoin-only, you run the BTCPay Server yourself
- Zaprite: Bitcoin + fiat cards (USD/EUR via Stripe/Square), brokered
  by Zaprite, settles to your connected wallets

Only one is active at a time per Keysat instance. Switching requires
Disconnect → Connect; existing license keys are unaffected. Future
v0.3 work routes per-policy choice (e.g., "free tier via Zaprite,
paid tier via BTCPay") if operators want both, but for v0.2.0:2 it's
either-or.

What's in this release:

**Migration 0011 — recurring subscriptions schema (dormant).**
Adds `subscriptions` and `subscription_invoices` tables, plus
`is_recurring`/`renewal_period_days`/`grace_period_days` (default 7)/
`trial_days` (default 0) on policies. No daemon code uses these
yet — phases 2-6 of RECURRING_SUBSCRIPTIONS_DESIGN.md land in
follow-up commits. Migration regression test covers the additive
contract against populated data.

**Migration 0012 — zaprite_config.** Singleton-row table for the
operator's Zaprite API key + base URL + recorded webhook id.
Mirrors btcpay_config from migration 0002.

**ZapriteProvider implementation.** New module at
src/payment/zaprite/ with client.rs (HTTP, Bearer auth), config.rs
(DB persistence), provider.rs (PaymentProvider trait impl). Maps
Zaprite's currency enum (BTC/USD/EUR) to/from the Money type;
maps Zaprite's order status enum (PENDING/PROCESSING/PAID/COMPLETE/
OVERPAID/UNDERPAID) to ProviderInvoiceStatus.

**Webhook security via externalUniqId round-trip.** Zaprite does
NOT publish a webhook signature scheme (verified May 2026 against
public OpenAPI + dashboard). Their docs explicitly designate
receiver-side idempotency as the security model. Keysat's defense:
attach our local invoice UUID as externalUniqId at order creation,
then trust the webhook only insofar as the order id resolves to
a local invoice in an expected state. Documented in detail in the
payment::zaprite module-level comment + the validate_webhook
docstring.

**Admin endpoints.**
- POST /v1/admin/zaprite/connect: validates the API key by pinging
  GET /v1/orders before persisting; swaps active provider atomically
- POST /v1/admin/zaprite/disconnect: clears stored creds + provider
- GET  /v1/admin/zaprite/status: read-only connection snapshot
- POST /v1/zaprite/webhook: webhook landing route (alias of the
  existing /v1/btcpay/webhook handler since validate_webhook is
  trait-level)

**StartOS Actions** under a new "Zaprite" group: Connect Zaprite,
Check Zaprite connection, Disconnect Zaprite. Operator pastes the
API key into a masked input; daemon validates + saves.

**Tests.** Two new in tests/api.rs (zaprite_webhook_event_parsing
covers the full event-type mapping + missing-id rejection +
malformed-JSON rejection; zaprite_provider_kind pins the
identification). Migration regression test for 0011. Test count
grows 39 → 41.

Operators on BTCPay see no change. Operators wanting Zaprite go
through the StartOS Actions tab → Connect Zaprite, paste their
API key, register a webhook in Zaprite's dashboard pointing at
their public Keysat URL + /v1/zaprite/webhook.

Recurring subscriptions are NOT yet operator-visible — schema only
in this release. Daemon-code that uses the subscriptions tables
(renewal worker, validate-hot-path subscription branch, admin UI)
lands in subsequent commits per the design doc's phased plan.
2026-05-08 16:34:58 -05:00
Grant 4251e96082 Migration 0011 — recurring subscriptions schema (committed, not published)
Foundation-only commit. Adds the storage shape for recurring-billing
licenses; daemon code that uses these tables (renewal worker,
validate-hot-path subscription branch, admin endpoints, buy-page
recurring rendering) lands in subsequent commits.

Schema changes (all additive):
- policies gains: is_recurring, renewal_period_days,
  grace_period_days (default 7), trial_days (default 0).
- New table `subscriptions` — one row per subscription-backed
  license (1:1 via license_id UNIQUE). Tracks the cycle state
  machine: active / past_due / cancelled / lapsed.
- New table `subscription_invoices` — one row per renewal-cycle
  invoice. Joins subscriptions to the existing invoices table.
  UNIQUE(subscription_id, cycle_number) prevents double-billing
  the same cycle.

Pricing snapshot (listed_currency / listed_value / period_days)
is FROZEN at subscription creation. Operator changing the
underlying policy's price doesn't affect existing subs; the next
renewal still bills the snapshotted amount. Per
RECURRING_SUBSCRIPTIONS_DESIGN.md.

Migration regression test (migration_0011_adds_subscriptions_without
_breaking_existing_data) seeds realistic fixtures pre-0011, applies
0011, asserts:
  - existing policies default to non-recurring with grace=7,
    trial=0
  - new tables accept rows via FKs into pre-0011 license/policy/
    invoice rows
  - status CHECK rejects garbage values
  - subscription_invoices UNIQUE(sub_id, cycle_number) prevents
    duplicate cycle inserts
  - foreign_key_check + integrity_check both clean post-migration

Test count: 39 (was 38). Tests all pass:
  9 unit + 16 API + 4 crosscheck + 7 migration + 3 worker.

Defaults encoded:
  - grace_period_days = 7  (per RECURRING_SUBSCRIPTIONS_DESIGN
    open question 1; my recommended default)
  - trial_days included as a column from day 1 (per open question
    3; cheaper to ship now than migrate later)
  - cancellation refund: not a schema concern — just stops next
    charge, license stays valid through current cycle (per
    open question 2; my recommended default)

If Grant comes back with different answers, the defaults can be
tuned via ALTER COLUMN DEFAULT in a follow-up migration. Existing
subscriptions wouldn't be affected (they snapshot grace_period_days
at creation in their policy_id reference, not directly in the
subscription row — this might need rethinking once the renewal
worker lands; flagged for the next pass).

Not bumped / published — operator-visible only once the daemon
code that uses these tables ships. Ready to publish whenever
Grant approves the open-question defaults.
2026-05-08 14:05:44 -05:00
Grant d8fcb51d1c Multi-currency schema foundation (Phase 1 of MULTI_CURRENCY_DESIGN)
Migration 0010 adds the columns needed to price products + policies
in something other than satoshis (USD, EUR, BTC at higher denoms)
while keeping every existing operator's data behaviorally identical.
This is the foundation work; admin UI write path, buy page
rendering, and rate fetcher land in subsequent phases. See
MULTI_CURRENCY_DESIGN.md at the parent licensing/ folder for the
full design.

Schema changes (all additive):
- products gain price_currency (TEXT NOT NULL DEFAULT 'SAT') and
  price_value (INTEGER NOT NULL DEFAULT 0). Backfill copies
  price_sats → price_value on every existing row, so SAT-priced
  products carry their information identically through the
  migration.
- policies gain price_currency_override (nullable, NULL = inherit
  from product) and price_value_override (nullable, mirrors the
  existing price_sats_override).
- invoices gain four nullable columns: listed_currency, listed_value,
  exchange_rate_centibps, exchange_rate_source. NULL on every
  current row; populated by the daemon when an invoice is created
  against a fiat-priced product.
- discount_codes gains discount_currency (DEFAULT 'SAT'). 'percent'
  codes are currency-agnostic; 'fixed_sats' and 'set_price' codes
  use this column to express "$10 off" or "set price to $25"
  against fiat-priced products.
- New index idx_products_currency for future "list products by
  currency" admin views.

Read path:
- Product struct gains price_currency + price_value fields
  (#[serde(default)] for back-compat with any cached/persisted
  shapes that predate them).
- row_to_product extracts the new columns; falls back to SAT/
  price_sats if a row predates 0010 (defensive — migration always
  runs at boot, but no reason to crash if it didn't).
- All four product SELECTs add the new columns.

Write path (legacy SAT-only callers):
- create_product dual-writes price_sats AND price_value to the
  same value, with price_currency = 'SAT'.
- update_product dual-writes price_sats and price_value when the
  caller passes a new sat price.

Migration regression test:
- migration_0010_backfills_existing_products_to_sat seeds three
  products (free, $100, $2500-equivalent) and a policy with a
  sat override BEFORE 0010 runs, applies 0010, asserts every row
  ends up with price_currency = 'SAT' and price_value =
  price_sats. Catches any future change that breaks the
  backfill contract.
- migration_0009_is_idempotent now pinned to 0009 by filename
  (was: "the last migration"). 0010+ are not idempotent (ALTER
  TABLE ADD COLUMN can't be retried in SQLite); the
  idempotency test is specifically for 0009 because that
  migration's whole point was being safely re-runnable.

Test count: 33 (was 32; +1 migration_0010_backfills test).

Decisions locked in (per MULTI_CURRENCY_DESIGN open questions):
- Default currency on new products: SAT. Operators explicitly
  pick USD for fiat-priced products.
- Multi-currency available to all tiers (NOT gated behind Pro/
  Patron) — the right product call.
- Rate source priority: Kraken → Coinbase → CoinGecko (lands
  in Phase 4 of the design).
- Recurring subscriptions: SAT-priced subs charge the same sat
  amount each cycle (no rate adjustment needed); USD-priced subs
  re-quote each cycle so the dollar amount is stable.
2026-05-08 12:00:13 -05:00
Grant 116ed0d1f8 v0.1.0:41 — second hotfix to migration 0009; migration regression tests
The v0.1.0:40 migration was correct on clean installs but crashed at
COMMIT on any database with rows in discount_redemptions: SQLite's
deferred FK check saw the dropped parent's bookkeeping as unsatisfied
even after the rename. Fix is to rebuild discount_redemptions in the
same transaction (stash → drop → rebuild → restore) plus orphan
cleanup. Migration is idempotent; operators on :40 with a checksum
mismatch recover by deleting the version=9 row from _sqlx_migrations
and restarting.

Lands the missing migration test scaffolding too. The four tests in
licensing-service/tests/migrations.rs apply migrations against a
realistic populated database (products, policies, invoices, licenses,
machines, discount codes, redemptions, webhooks, tip attempts). The
regression test fails with the exact 787 error against the v40
migration — would have caught the bug pre-release.

KEYSAT_INTEGRATION.md is removed from this repo; it now lives in the
parent licensing/ folder.
2026-05-08 08:05:19 -05:00
Grant beedd07f07 v0.1.0:25–40 — tier model, edit forms, force-delete, license counts, migration 0009 (and hotfix); KEYSAT_INTEGRATION.md merged with downstream-LLM revisions 2026-05-07 23:35:22 -05:00
Grant 6ac118ae70 v0.1.0:24 — Keysat licensing service end-to-end
Daemon, StartOS wrapper, admin SPA, public buy/thank-you pages,
discount codes, free-license redemption, Apply-discount UX,
self-licensing, and v0.1.0 release notes.
2026-05-07 10:33:39 -05:00