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Author SHA1 Message Date
Grant 04e0dcd591 WIP — merchant profile foundation (multi-provider payment model, part 1)
Lays the schema + types + resolution layer for the merchant-profile-aware
multi-provider model documented in plans/multi-provider-payment-model.md.
Does NOT yet migrate any existing call site — legacy `state.payment_provider()`
and the singleton config tables continue to work via deprecation shims so
the daemon keeps running unchanged on this checkpoint.

This commit is intentionally a WIP foundation, not a shippable release —
no version bump, no release notes, no admin UI, no call-site migration.
A follow-up cycle ports purchase / subscriptions / reconcile / upgrade /
tipping to the new resolution layer, rebuilds the BTCPay + Zaprite connect
flows around merchant_profile_id, refactors webhook URLs to
/v1/{kind}/webhook/{provider_id}, ships the Merchant Profiles admin UI
section, wires the tier-cap, and bumps to :52 with the one-way migration
release notes.

What landed:

migrations/0020_merchant_profiles.sql
  Full schema + data port + DROP of the singleton tables. Creates
  merchant_profiles, payment_providers (FK to profile, unique per
  (profile, kind)), merchant_profile_rail_preferences (tie-breaker
  when a profile has 2 providers serving the same rail). Adds
  merchant_profile_id to products + (merchant_profile_id, payment_provider_id)
  to subscriptions for the snapshot-on-create semantics. Ports
  btcpay_config + zaprite_config + active_payment_provider setting
  into the new tables, then drops them. Master operator post-migration
  step: update the Zaprite webhook URL on the Zaprite dashboard to
  the new /v1/zaprite/webhook/{provider-id} form (or click Reconnect
  Zaprite in the new UI once it ships).

src/merchant_profiles.rs (new module)
  MerchantProfile struct + NewMerchantProfile + MerchantProfileUpdate
  input types. Business-logic CRUD helpers: create, get, get_default,
  require_default, list, update, set_default, delete, for_product.
  Delete refuses if products or active subs are attached or if it's
  the default profile. Tier-cap check stubbed with a TODO for the
  next chunk's tier.rs wire-up.

src/db/repo.rs (+469 lines)
  Repo helpers: create/get_by_id/get_default/get_for_product/list/
  update/set_default/delete for merchant_profiles + count helpers
  for products/active_subscriptions per profile. PaymentProviderRow
  struct + create/get/list_for_profile/list_all/delete. RailPreference
  struct + list/set/clear helpers. update_merchant_profile builds a
  dynamic SET clause so partial updates don't clobber fields the
  caller didn't touch.

src/payment/mod.rs
  Rail enum (Lightning / Onchain / Card) + ProviderKind::parse +
  rails_for_kind static mapping. build_provider(row, public_base) ->
  Arc<dyn PaymentProvider> factory that dispatches on kind to construct
  a typed BtcpayProvider or ZapriteProvider from a payment_providers
  row. PaymentProvider trait gains a default served_rails() impl
  returning rails_for_kind(self.kind()).

  Deprecation shims: SETTING_ACTIVE_PROVIDER constant +
  read_active_provider_preference + write_active_provider_preference
  stay callable so btcpay_authorize/zaprite_authorize/main.rs/the
  thank-you page still build. read_active_provider_preference now
  reads from the new payment_providers table (returns the kind of
  the first provider attached to the default profile), falling back
  to the legacy settings-table read pre-migration. write_* is a no-op.
  Each shim has a #[deprecated] attribute so the build surfaces
  exactly which call sites still need porting (lit up in the
  follow-up cycle's TODO).

src/api/mod.rs (AppState)
  New methods alongside the existing payment_provider() shim:
    - payment_provider_by_id(id) — looks up a row, builds the provider
    - merchant_profile_for_product(product_id) — resolves via products.merchant_profile_id, falls back to default
    - resolve_provider_for_profile_rail(profile_id, rail) —
      preference table -> single candidate -> deterministic earliest-
      connected with WARN. Returns (row, Arc<dyn PaymentProvider>).
    - resolve_provider_for_product_rail(product_id, rail) — convenience
      wrapping the previous two.

src/lib.rs
  Registers the new merchant_profiles module.

Build state: cargo check passes. Only warnings are the pre-existing
unused-import in recover.rs and the deprecation lint firing on the
five legacy call sites enumerated in the WIP plan.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-06-03 22:00:00 -05:00
Grant f8affdb11f Tier upgrades Phase 2 — quote logic + apply step
Builds on 8ce78ab (Phase 1 schema). Pure module work — no HTTP
endpoints yet (those are Phase 3). Operator-invisible until Phase
3-5 wire up the buyer / admin / UI surfaces.

src/upgrades.rs:
- UpgradeQuote / TierDirection / EffectiveAt structs (serde-ready
  for the future endpoint).
- compute_upgrade_quote(state, license, target_policy) — the
  buyer-facing quote function. Enforces ladder rules:
    * both policies must have non-NULL tier_rank
    * sideways (same-rank) changes rejected — admin-only
    * cross-product target rejected
    * inactive target rejected
    * same-policy noop rejected
    * perpetual downgrades rejected (refund decision = admin-only)
    * recurring → perpetual downgrade rejected (admin-only)
- Branches on perpetual vs recurring:
    * Perpetual upgrade: flat (target - current) listed price diff,
      effective_at = Immediate.
    * Recurring upgrade: prorated (target - current) × days_remaining
      / period_days; effective_at = Immediate; surfaces
      next_renewal_charge for the buyer to see what they'll pay
      going forward.
    * Recurring downgrade: zero-charge today, effective_at =
      next_renewal_at (full current cycle at old price).
    * Free → recurring: full first-cycle price (no proration since
      "remaining value" of free is 0).
- record_tier_change — INSERT helper for the audit row.
- apply_tier_change — UPDATE helper that mutates the license row
  (policy_id, entitlements_json, expires_at, max_machines,
   grace_seconds, is_trial) and any tied subscription
  (policy_id, listed_value, period_days). Recurring → perpetual
  apply also cancels the now-orphaned subscription so the renewal
  worker stops touching it.
- get_tier_change / list_tier_changes_for_license /
  get_tier_change_by_invoice — read helpers (Phase 3 webhook
  handler will use the by_invoice variant).

tier_rank threading:
- models::Policy gains `tier_rank: Option<i64>`.
- POLICY_COLS + row_to_policy include tier_rank with try_get
  Option<i64> + flatten so NULL stays NULL (a valid state) and
  pre-0013 databases also resolve to None.
- repo::create_policy gets a `tier_rank: Option<i64>` param.
- repo::RecurringUpdate gains `tier_rank: Option<Option<i64>>`
  for nullable-patch semantics matching price_sats_override.
- CreatePolicyReq + UpdatePolicyReq accept tier_rank with the
  same shape; range-validated 0..=1000.

tests/upgrades.rs (8 new tests):
- perpetual_upgrade_quote_returns_flat_price_difference
- perpetual_downgrade_is_admin_only (rejection w/ helpful msg)
- quote_rejects_target_with_null_tier_rank
- quote_rejects_same_policy
- recurring_upgrade_prorates_against_time_remaining (asserts
  ~half-of-diff for ~half-of-cycle remaining; tolerance window)
- recurring_downgrade_is_zero_charge_at_next_cycle (verifies
  effective_at lands on next_renewal_at)
- apply_tier_change_mutates_license_and_subscription (Standard
  monthly → Pro annual changes max_machines, entitlements,
  expires_at, sub policy_id + listed_value + period_days)
- record_and_lookup_tier_change_round_trip

Test count: 66 (was 58; +8).
2026-05-08 19:50:04 -05:00
Grant 7007bf8204 Recurring subs Phase 2 — renewal worker (committed, not published)
Implements the renewal lifecycle from RECURRING_SUBSCRIPTIONS_DESIGN.md
phase 2. Operators don't see this yet (no admin UI); the worker
only acts on subscriptions that exist in the schema, and creating
subscription rows still requires direct DB insert. Phase 4 (admin
UI) wires the buyer-facing surface that creates them.

src/subscriptions.rs (new module, ~450 LOC):
- find_due_renewals: subs with status active|past_due whose
  next_renewal_at has passed and consecutive_failures < cap
- find_lapsing_subscriptions: past_due subs whose
  (next_renewal_at + grace_period_days) is in the past
- mark_lapsed / mark_active_after_settle / mark_renewal_failed:
  state-transition helpers
- create_subscription: atomic create-sub + first-cycle invoice
  (called by purchase flow when policy.is_recurring; not yet
  wired — that's a separate phase)
- on_invoice_settled: helper for webhook handler to flip a sub
  from past_due back to active and dispatch subscription.renewed
- find_subscription_for_invoice: lookup helper
- tick: 60s sweep, picks up to 25 due renewals + lapse sweep
- spawn: long-lived background task, mirrors webhooks::spawn_delivery_worker

Renewal flow per due sub:
  1. Convert listed_value to sats via rates::convert_to_sats
     (identity for SAT subs; live rate fetcher for USD/EUR — per
     MULTI_CURRENCY_DESIGN.md "USD-stable / re-quote each cycle"
     decision).
  2. Get the active payment provider, call create_invoice with
     the same trait surface used by one-shot purchases. Works
     against BTCPay or Zaprite or any future provider.
  3. Persist the local invoice row carrying the rate audit
     (listed_currency / listed_value / exchange_rate_centibps /
     exchange_rate_source). For SAT subs, rate fields are NULL
     (identity conversion isn't worth recording).
  4. Insert subscription_invoices linking the invoice to the sub
     with monotonic cycle_number.
  5. Update sub: status → past_due, next_renewal_at → end of new
     cycle, last_renewal_attempt_at → now.
  6. Dispatch subscription.renewal_pending webhook to the operator.

On settle (webhook handler): if the invoice is linked via
subscription_invoices, flip sub → active, reset
consecutive_failures to 0, dispatch subscription.renewed.

Failure path: increment consecutive_failures, push next_renewal_at
out by exponential backoff (5min → 30min → 2h → 6h → 12h, capped
at 5 failures ≈ 24h of retries before the worker stops trying).
Operator can see stuck subs via the upcoming admin UI; for now
they show up in the audit log via webhook deliveries.

Lapse path: separate sweep finds past_due subs whose
(next_renewal_at + policy.grace_period_days) is past now, flips
to lapsed, dispatches subscription.lapsed.

Wired into:
- src/lib.rs: pub mod subscriptions
- src/main.rs: subscriptions::spawn(state.clone()) alongside
  reconcile + webhooks + analytics
- src/api/webhook.rs: settle path now calls
  subscriptions::on_invoice_settled before license issuance —
  ordering matters because first-cycle subs create both a sub
  row AND a license; we want the sub state correct on the way
  to the license-issuance branch

Test: 7 integration tests in tests/subscriptions.rs. Drives the
worker against a MockProvider with fail-on-demand semantics:
- renewal_worker_creates_invoice_for_sat_priced_due_sub: SAT sub
  charges listed_value sats verbatim, no rate audit, sub goes
  active → past_due, subscription_invoices gets a new cycle row
- renewal_worker_requotes_rate_for_fiat_priced_sub: $25 USD at
  pinned $50k/BTC = exactly 50,000 sats; rate audit pinned on
  invoice; centibps encoded correctly
- renewal_worker_backs_off_on_failure: failed create_invoice →
  consecutive_failures = 1, no invoice created, sub → past_due
- renewal_worker_stops_retrying_at_max_failures: pre-set failures
  = MAX, tick is a no-op for that sub
- lapse_sweep_flips_past_due_after_grace: 15-day-old past_due
  with grace=7 → lapsed
- settle_webhook_flips_sub_back_to_active: tick creates renewal,
  simulate settle, on_invoice_settled flips sub back to active
- tick_is_no_op_when_nothing_due: empty fixture, tick is safe

Test count: 49 (was 42; +7).

NOT bumping version. The recurring-subs feature isn't operator-
visible until phases 4+5 (admin UI for creating recurring
policies + buy page rendering for "$25/month"). Schema is in,
worker runs, but nothing creates subs yet — so this commit
ships dormant.
2026-05-08 17:26:10 -05:00
Grant eb885502ba Multi-currency Phase 4 — rate fetcher with Kraken/Coinbase/CoinGecko fallback
src/rates.rs adds an in-memory rate cache (60s TTL) with a 3-source
fallback chain. AppState gains `rates: Arc<RateCache>`. Manual pins
via the settings table override the chain — used by tests for
deterministic conversions and by operators during maintenance
windows.

Admin endpoints:
- GET /v1/admin/rates: cache snapshot
- POST /v1/admin/rates/refresh: force re-fetch (audit-logged)

Two new tests (network-free, manual-pin path):
- rate_cache_honors_manual_pin_from_settings
- admin_rates_endpoint_reflects_manual_pin

Test count: 36 (was 34).
2026-05-08 12:16:22 -05:00
Grant d827b1aaab Opt-in community analytics + admin UI surface
Closes the last T2 plan item. Off by default; toggling on requires
the operator to confirm a collector URL (an empty URL is "armed but
silent"). The toggle lives on the admin Overview page next to the
public-key card — the right place for a privacy-affecting choice
since it's where operators actually live.

What's sent (per the in-card "Show me exactly what gets sent"
disclosure, and pinned by the test):
- install_uuid: random UUIDv4 generated on first opt-in. NOT
  derived from operator_name, store id, public URL, or any
  other identifier. Wipeable via the Reset button.
- daemon_version (CARGO_PKG_VERSION).
- tier (creator/pro/patron/unlicensed) — the same string the
  admin tier endpoint already exposes.
- counts: products, active_licenses, settled_invoices — each
  floored to the nearest 5 (anti-fingerprinting; an exact license
  count uniquely identifies an operator over time).
- uptime_bucket: <1d / 1-7d / 1-4w / >4w (bucketed, not exact).

What's NOT sent (test asserts none of these strings appear in the
preview heartbeat): operator_name, public_url, store_id, api_key,
buyer_email, btcpay_url. Also no product/policy slugs or names, no
license/invoice ids, no fingerprints, no webhook secrets.

Backend:
- src/analytics.rs — heartbeat builder, opt-in check, daily
  background tick (5min initial grace period after boot).
- src/api/community.rs — GET / POST / reset admin endpoints.
- main.rs spawns the background tick unconditionally; the tick
  is a no-op if disabled OR no collector URL configured.

Frontend (web/index.html, Overview page):
- Toggle + collector URL input + privacy disclosure showing the
  EXACT JSON shape that would be sent (renders the live preview
  heartbeat from /v1/admin/community-analytics).
- "Reset install_uuid" button so an operator who's been beaconing
  under one identifier can start fresh.

Also includes the configureBtcpay.ts idempotency change from
v0.1.0:46 (already committed; touched again here only because the
diff includes the .ts file in the same dirty-tree push).

Test count: 32 (was 31; +1 community_analytics_opt_in_and_privacy_contract
which seeds 23 licenses and verifies the heartbeat reports 20 —
proves the floor-to-5 anti-fingerprinting is in effect).
2026-05-08 11:35:50 -05:00
Grant 81066dfe62 Add API endpoint integration tests + library scaffolding
Closes the next-biggest test gap after migration tests. The daemon has
54+ HTTP endpoints, all previously untested at the request/response
level — same shape of blind spot that allowed the v0.1.0:39 migration
bug to ship.

What's new:

- src/lib.rs — exposes the daemon's modules as a library so integration
  tests can import them (`pub mod api;`, etc.). Module source files are
  unchanged; main.rs now imports via `use keysat::...` instead of
  declaring `mod api;` directly. No runtime behaviour change in the
  binary.

- tests/api.rs — 5 integration tests that drive real HTTP requests
  through axum::Router::oneshot against a real SQLite tempfile pool
  (same options as src/db/mod.rs::init):
    1. health_endpoint_returns_200 — framework smoke test
    2. admin_endpoint_rejects_missing_or_wrong_auth — 401 vs 403 paths
    3. admin_creates_product_with_correct_token — full happy path
       (auth → handler → DB insert → audit log → response)
    4. validate_rejects_unsigned_garbage — early parse-fail surfaces
       as `ok: false, reason: "bad_format"` (HTTP still 200)
    5. validate_accepts_well_formed_license — issues a license via
       repo, signs a matching LicensePayload with the daemon's
       actual key, encodes to wire format, validates via the
       endpoint, asserts ok=true plus populated metadata fields

Test count: 9 unit + 4 migrations + 5 API = 18 (was 13).

Cargo.toml dev-deps gain `tower = { version = "0.4", features = ["util"] }`
for ServiceExt::oneshot. The main `tower` dep is feature-minimal because
axum only needs a subset.

Out of scope (explicit follow-ups):

- Purchase happy path (needs a MockPaymentProvider implementing the
  trait; ~250 LOC of mock + ~200 LOC of test).
- Webhook handler with idempotency assertions (same MockPaymentProvider
  dependency).
- Tier-cap enforcement (mechanically simple; small follow-up PR).
- Discount-code atomic reserve race (better as a SQL-layer unit test
  than an HTTP integration test).
- Rate-limiting (interacts with shared state; needs careful isolation).
- Cookie/session auth (already covered in session_layer.rs).
2026-05-08 09:14:27 -05:00