@shware/purchase 7.5.0 → 8.0.0

package/dist/stripe/plan-change.mjs

@@ -0,0 +1,397 @@
+import { mapDecline } from "./decline.mjs";
+import { expanded, idOf } from "./expandable.mjs";
+import { mapTime, minorUnits, money } from "./mapper.mjs";
+import { hasDelayedNotification } from "./payment-method.mjs";
+import { METADATA_KEYS } from "./metadata.mjs";
+//#region src/stripe/plan-change.ts
+/**
+* Why a change was refused:
+* - NOT_A_SUBSCRIPTION: the target product is not a subscription in the config.
+* - ALREADY_CANCELED: the subscription has ended.
+* - NOT_SWITCHABLE: past due, unpaid, paused, incomplete or trialing; the fix is the payment
+*   method, not another charge, and what a switch mid-trial should do is the app's to decide.
+* - CANCEL_SCHEDULED: set to cancel at the period end; reactivate first.
+* - CHANGE_PENDING: an earlier immediate change still waits on its payment; only the same target
+*   may be retried.
+* - UNCHANGED: already on the target product.
+* - REQUIRES_INSTANT_METHOD: an immediate change would be paid by a bank debit
+*   (`hasDelayedNotification`); `paymentMethodType` names it.
+* - DECLINED: the card was refused; `decline` says why.
+* - CONFLICT: a concurrent change on the same snapshot was applied instead.
+* - MISCONFIGURED: the subscription or config is not what a change needs (no item, no product
+*   metadata, a price without a flat amount, a pending invoice without a payment intent).
+*/
+const PLAN_CHANGE_ERROR_REASONS = [
+	"NOT_A_SUBSCRIPTION",
+	"ALREADY_CANCELED",
+	"NOT_SWITCHABLE",
+	"CANCEL_SCHEDULED",
+	"CHANGE_PENDING",
+	"UNCHANGED",
+	"REQUIRES_INSTANT_METHOD",
+	"DECLINED",
+	"CONFLICT",
+	"MISCONFIGURED"
+];
+/** A refused change. The app turns `reason` (and `decline`) into its own error response. */
+var PlanChangeError = class extends Error {
+	reason;
+	decline;
+	paymentMethodType;
+	constructor(reason, message, extra = {}) {
+		super(message);
+		this.name = "PlanChangeError";
+		this.reason = reason;
+		this.decline = extra.decline ?? null;
+		this.paymentMethodType = extra.paymentMethodType ?? null;
+	}
+};
+const DEFAULT_TIMING = {
+	upgrade: "immediate",
+	downgrade: "period_end",
+	longer: "period_end",
+	shorter: "period_end"
+};
+/** stripe-node's error classes, matched by their `type` so this module needs no runtime import. */
+function stripeErrorType(error) {
+	if (typeof error !== "object" || error === null || !("type" in error)) return null;
+	return typeof error.type === "string" ? error.type : null;
+}
+const now = () => (/* @__PURE__ */ new Date()).toISOString();
+function createPlanChange(options) {
+	const { stripe, config, sync } = options;
+	const timing = {
+		...DEFAULT_TIMING,
+		...options.timing
+	};
+	async function planSummary(productId) {
+		const price = await stripe.prices.retrieve(config.getPriceId(productId));
+		if (price.unit_amount === null) throw new PlanChangeError("MISCONFIGURED", `Price ${price.id} has no amount`);
+		return {
+			productId,
+			plan: config.getPlan(productId),
+			billingPeriod: config.getBillingPeriod(productId),
+			price: money(price.unit_amount, price.currency),
+			credits: config.getCreditAmount(productId)
+		};
+	}
+	/**
+	* Whether a pending update moves the subscription to `productId`: its one item carries the price
+	* an immediate change sets for that product. Anything else counts as a different target.
+	*/
+	function pendingUpdateTargets(pending, productId) {
+		const items = pending.subscription_items ?? [];
+		return (items.length === 1 ? items[0] : void 0)?.price.id === config.getPriceId(productId);
+	}
+	/**
+	* The payment method an invoice on this subscription is charged to: its own default when it has
+	* one (Checkout pins the card it collected), else the customer's invoice default. Retrieved whole
+	* because an immediate change needs its `type`.
+	*/
+	async function chargedPaymentMethod(sub) {
+		const own = sub.default_payment_method;
+		if (own) return typeof own === "string" ? stripe.paymentMethods.retrieve(own) : own;
+		const customer = await stripe.customers.retrieve(idOf(sub.customer), { expand: ["invoice_settings.default_payment_method"] });
+		if (customer.deleted) return null;
+		const preferred = customer.invoice_settings.default_payment_method;
+		if (!preferred) return null;
+		return typeof preferred === "string" ? stripe.paymentMethods.retrieve(preferred) : preferred;
+	}
+	/** The subscription plus the checks every change starts with. */
+	async function subscriptionForChange(stripeSubscriptionId, productId) {
+		if (!config.isSubscription(productId)) throw new PlanChangeError("NOT_A_SUBSCRIPTION", `Not a subscription product: ${productId}`);
+		const sub = await stripe.subscriptions.retrieve(stripeSubscriptionId, { expand: ["schedule"] });
+		if (sub.status === "canceled") throw new PlanChangeError("ALREADY_CANCELED", "Subscription already canceled");
+		if (sub.status !== "active") throw new PlanChangeError("NOT_SWITCHABLE", `Subscription is ${sub.status}`);
+		if (sub.cancel_at_period_end || sub.cancel_at !== null) throw new PlanChangeError("CANCEL_SCHEDULED", "Subscription is scheduled to cancel");
+		const resumesPendingUpdate = sub.pending_update ? pendingUpdateTargets(sub.pending_update, productId) : false;
+		if (sub.pending_update && !resumesPendingUpdate) throw new PlanChangeError("CHANGE_PENDING", `Subscription has a pending update until ${mapTime(sub.pending_update.expires_at)}`);
+		const currentProductId = sub.metadata[METADATA_KEYS.PRODUCT_ID];
+		if (!currentProductId || !config.isSubscription(currentProductId)) throw new PlanChangeError("MISCONFIGURED", `Subscription ${sub.id} names no known product`);
+		const comparison = config.comparePlans(currentProductId, productId);
+		if (comparison === "same") throw new PlanChangeError("UNCHANGED", "Already on this plan");
+		const item = sub.items.data.at(0);
+		if (!item) throw new PlanChangeError("MISCONFIGURED", `Subscription ${sub.id} has no items`);
+		const immediate = timing[comparison] === "immediate";
+		const base = {
+			sub,
+			item,
+			currentProductId,
+			comparison,
+			immediate,
+			resumesPendingUpdate
+		};
+		if (!immediate) return {
+			...base,
+			paymentMethodId: null
+		};
+		const paymentMethod = await chargedPaymentMethod(sub);
+		if (paymentMethod && hasDelayedNotification(paymentMethod.type)) throw new PlanChangeError("REQUIRES_INSTANT_METHOD", `Immediate plan change cannot be paid by ${paymentMethod.type}`, { paymentMethodType: paymentMethod.type });
+		return {
+			...base,
+			paymentMethodId: paymentMethod?.id ?? null
+		};
+	}
+	/**
+	* The parameters of an immediate change, shared by the preview and the real update: the new plan
+	* is charged in full today, the unused rest of the current period is credited on the same
+	* invoice, and the billing cycle restarts now (Apple's upgrade, Play's `CHARGE_FULL_PRICE`), so
+	* "due today" is the new price minus that credit whatever the intervals involved.
+	*/
+	function immediateChangeParams(item, productId) {
+		return {
+			items: [{
+				id: item.id,
+				price: config.getPriceId(productId)
+			}],
+			proration_behavior: "always_invoice",
+			billing_cycle_anchor: { type: "now" }
+		};
+	}
+	async function settleParkedUpdate(sub) {
+		const invoiceId = idOf(sub.latest_invoice);
+		if (!invoiceId) throw new PlanChangeError("MISCONFIGURED", `Pending update on ${sub.id} has no invoice`);
+		const invoice = await stripe.invoices.retrieve(invoiceId, { expand: ["payments.data.payment.payment_intent"] });
+		const intent = invoice.payments?.data.at(0)?.payment.payment_intent;
+		if (!intent || typeof intent === "string" || !intent.client_secret) throw new PlanChangeError("MISCONFIGURED", `Pending invoice ${invoiceId} has no payment intent`);
+		switch (intent.status) {
+			case "requires_action": return {
+				state: "challenge",
+				result: {
+					effect: "requires_action",
+					effectiveAt: now(),
+					clientSecret: intent.client_secret
+				}
+			};
+			case "succeeded": return { state: "paid" };
+			case "requires_payment_method":
+				if (invoice.status !== "void") await stripe.invoices.voidInvoice(invoiceId);
+				return {
+					state: "declined",
+					failure: intent.last_payment_error
+				};
+			default: throw new PlanChangeError("MISCONFIGURED", `Pending invoice ${invoiceId} has its payment in state ${intent.status}`);
+		}
+	}
+	function declined(failure) {
+		const decline = mapDecline(failure);
+		return new PlanChangeError("DECLINED", decline.message ?? "Payment declined", { decline });
+	}
+	/**
+	* Mirror the subscription after an attempt that already failed. The original error is what the
+	* caller needs (a decline, a conflict); a sync failure on top of it is only logged, and the next
+	* webhook or sync puts the row right.
+	*/
+	async function syncAfterFailure(stripeSubscriptionId) {
+		try {
+			await sync(stripeSubscriptionId);
+		} catch (error) {
+			console.error(`Sync of ${stripeSubscriptionId} after a failed plan change failed:`, error);
+		}
+	}
+	const applied = () => ({
+		effect: "immediate",
+		effectiveAt: now(),
+		clientSecret: null
+	});
+	async function readScheduled(sub) {
+		const pending = pendingPhase(sub);
+		if (!pending) return null;
+		const { schedule, next, productId } = pending;
+		if (!config.isSubscription(productId)) {
+			console.error(`Schedule ${schedule.id} next phase names unknown product ${productId}`);
+			return null;
+		}
+		const priceId = idOf(next.items.at(0)?.price);
+		if (!priceId) {
+			console.error(`Schedule ${schedule.id} next phase has no price`);
+			return null;
+		}
+		const price = await stripe.prices.retrieve(priceId);
+		if (price.unit_amount === null) {
+			console.error(`Schedule ${schedule.id} next phase price ${priceId} has no unit amount`);
+			return null;
+		}
+		return {
+			productId,
+			plan: config.getPlan(productId),
+			billingPeriod: config.getBillingPeriod(productId),
+			price: money(price.unit_amount, price.currency),
+			effectiveAt: mapTime(next.start_date)
+		};
+	}
+	async function preview(stripeSubscriptionId, productId) {
+		const { sub, item, currentProductId, comparison, immediate } = await subscriptionForChange(stripeSubscriptionId, productId);
+		const [current, target] = await Promise.all([planSummary(currentProductId), planSummary(productId)]);
+		if (!immediate) return {
+			comparison,
+			effect: "scheduled",
+			current,
+			target,
+			effectiveAt: mapTime(item.current_period_end),
+			charge: null
+		};
+		const invoice = await stripe.invoices.createPreview({
+			subscription: sub.id,
+			subscription_details: immediateChangeParams(item, productId)
+		});
+		let creditBack = 0;
+		let newPlan = 0;
+		let nextBillingAt = invoice.period_end;
+		for (const line of invoice.lines.data) if (line.parent?.subscription_item_details?.proration) creditBack -= line.amount;
+		else {
+			newPlan += line.amount;
+			nextBillingAt = Math.max(nextBillingAt, line.period.end);
+		}
+		const units = minorUnits(invoice.currency);
+		const balanceApplied = Math.min(Math.max(0, -invoice.starting_balance), Math.max(0, newPlan - creditBack));
+		return {
+			comparison,
+			effect: "immediate",
+			current,
+			target,
+			effectiveAt: now(),
+			charge: {
+				newPlan: newPlan / units,
+				creditBack: creditBack / units,
+				dueToday: invoice.amount_due / units,
+				balanceApplied: balanceApplied / units,
+				accountCredit: Math.max(0, creditBack - newPlan) / units,
+				currency: invoice.currency,
+				nextBillingAt: mapTime(nextBillingAt)
+			}
+		};
+	}
+	async function applyNow(sub, item, currentProductId, productId, paymentMethodId) {
+		const scheduleId = idOf(sub.schedule);
+		if (scheduleId) await stripe.subscriptionSchedules.release(scheduleId, {}, { idempotencyKey: `release:${scheduleId}` });
+		const idempotencyKey = [
+			"plan",
+			sub.id,
+			currentProductId,
+			productId,
+			item.current_period_start,
+			idOf(sub.latest_invoice) ?? "none",
+			paymentMethodId ?? "none"
+		].join(":");
+		let updated;
+		try {
+			updated = await stripe.subscriptions.update(sub.id, {
+				...immediateChangeParams(item, productId),
+				metadata: {
+					...sub.metadata,
+					[METADATA_KEYS.PRODUCT_ID]: productId
+				},
+				payment_behavior: "pending_if_incomplete"
+			}, { idempotencyKey });
+		} catch (error) {
+			await syncAfterFailure(sub.id);
+			if (stripeErrorType(error) === "StripeCardError") throw declined(error);
+			if (stripeErrorType(error) === "StripeIdempotencyError") throw new PlanChangeError("CONFLICT", "Plan change conflicts with a concurrent one");
+			throw error;
+		}
+		await sync(sub.id);
+		if (!updated.pending_update) return applied();
+		const parked = await settleParkedUpdate(updated);
+		if (parked.state === "challenge") return parked.result;
+		if (parked.state === "paid") {
+			await sync(sub.id);
+			return applied();
+		}
+		await syncAfterFailure(sub.id);
+		throw declined(parked.failure);
+	}
+	async function applyAtPeriodEnd(sub, item, productId) {
+		const targetPrice = await stripe.prices.retrieve(config.getPriceId(productId));
+		if (!targetPrice.recurring) throw new PlanChangeError("MISCONFIGURED", `Price ${targetPrice.id} is not recurring`);
+		const schedule = sub.schedule && typeof sub.schedule !== "string" ? sub.schedule : await stripe.subscriptionSchedules.create({ from_subscription: sub.id });
+		const current = schedule.current_phase;
+		const phase = schedule.phases.find((p) => p.start_date === current?.start_date);
+		if (!current || !phase) throw new PlanChangeError("MISCONFIGURED", `Schedule ${schedule.id} has no current phase`);
+		const discounts = sub.discounts.map((d) => ({ discount: idOf(d) }));
+		await stripe.subscriptionSchedules.update(schedule.id, {
+			end_behavior: "release",
+			phases: [{
+				start_date: current.start_date,
+				end_date: item.current_period_end,
+				items: [{
+					price: item.price.id,
+					quantity: item.quantity
+				}],
+				metadata: sub.metadata,
+				discounts,
+				proration_behavior: "none"
+			}, {
+				items: [{
+					price: targetPrice.id,
+					quantity: item.quantity
+				}],
+				duration: {
+					interval: targetPrice.recurring.interval,
+					interval_count: targetPrice.recurring.interval_count
+				},
+				metadata: {
+					...sub.metadata,
+					[METADATA_KEYS.PRODUCT_ID]: productId
+				},
+				discounts,
+				proration_behavior: "none"
+			}]
+		});
+		await sync(sub.id);
+		return {
+			effect: "scheduled",
+			effectiveAt: mapTime(item.current_period_end),
+			clientSecret: null
+		};
+	}
+	async function apply(stripeSubscriptionId, productId) {
+		const { sub, item, currentProductId, immediate, resumesPendingUpdate, paymentMethodId } = await subscriptionForChange(stripeSubscriptionId, productId);
+		if (resumesPendingUpdate) {
+			const parked = await settleParkedUpdate(sub);
+			if (parked.state === "challenge") return parked.result;
+			if (parked.state === "paid") {
+				await sync(sub.id);
+				return applied();
+			}
+		}
+		if (immediate) return applyNow(sub, item, currentProductId, productId, paymentMethodId);
+		return applyAtPeriodEnd(sub, item, productId);
+	}
+	/**
+	* The schedule's next phase when it switches the subscription to another product, whatever that
+	* product is: also one the config no longer knows, or a price the dashboard set without a flat
+	* amount, which `readScheduled` does not show but "keep current plan" must still be able to drop.
+	*/
+	function pendingPhase(sub) {
+		const schedule = expanded(sub.schedule, `Schedule of subscription ${sub.id}`);
+		if (!schedule) return null;
+		if (schedule.status !== "active" && schedule.status !== "not_started") return null;
+		const current = schedule.current_phase;
+		if (!current) return null;
+		const next = schedule.phases.find((phase) => phase.start_date >= current.end_date);
+		const productId = next?.metadata?.[METADATA_KEYS.PRODUCT_ID];
+		if (!next || !productId || productId === sub.metadata[METADATA_KEYS.PRODUCT_ID]) return null;
+		return {
+			schedule,
+			next,
+			productId
+		};
+	}
+	async function cancelScheduled(stripeSubscriptionId) {
+		const sub = await stripe.subscriptions.retrieve(stripeSubscriptionId, { expand: ["schedule"] });
+		const pending = pendingPhase(sub);
+		if (pending) await stripe.subscriptionSchedules.release(pending.schedule.id);
+		await sync(sub.id);
+	}
+	return {
+		preview,
+		apply,
+		cancelScheduled,
+		readScheduled
+	};
+}
+//#endregion
+export { PLAN_CHANGE_ERROR_REASONS, PlanChangeError, createPlanChange };
+
+//# sourceMappingURL=plan-change.mjs.map

package/dist/stripe/plan-change.mjs.map

@@ -0,0 +1 @@
+{"version":3,"file":"plan-change.mjs","names":[],"sources":["../../src/stripe/plan-change.ts"],"sourcesContent":["import type { Stripe } from 'stripe';\nimport type { PlanComparison, StripeConfig } from './config';\nimport { type CardFailure, type Decline, mapDecline } from './decline';\nimport { expanded, idOf } from './expandable';\nimport { type Money, mapTime, minorUnits, money } from './mapper';\nimport { METADATA_KEYS } from './metadata';\nimport { hasDelayedNotification } from './payment-method';\n\n/**\n * Switching a Stripe subscription to another subscription product, with Apple's rules as the\n * default: a higher plan applies now, a lower plan or another period of the same plan at the\n * period end.\n *\n * An immediate change is a Stripe update with `payment_behavior: pending_if_incomplete`, so the\n * subscription stays exactly as it was unless today's invoice is paid: a card that needs 3DS parks\n * the change as a pending update (`requires_action`), a declined one voids it. A period-end change\n * is a two-phase subscription schedule: the current price until the period end, then the new one.\n * The product id travels as subscription (or phase) metadata under `METADATA_KEYS.PRODUCT_ID`,\n * which is how the app knows the plan.\n */\n\n/** When a kind of change takes effect: now, charged on today's invoice, or at the period end. */\nexport type PlanChangeTiming = 'immediate' | 'period_end';\n\nexport interface PlanChangeOptions<PE extends string, BP extends string> {\n  stripe: Stripe;\n  /** declares `plans` and `billingPeriods`, which order the changes (`comparePlans`) */\n  // eslint-disable-next-line @typescript-eslint/no-explicit-any\n  config: StripeConfig<any, PE, BP, any, any>;\n  /**\n   * Mirror the subscription after Stripe changed it, as the app stores it. Called after every\n   * change, and after a failed immediate one too, so the row never shows a state Stripe no longer\n   * has. What it throws propagates.\n   */\n  sync: (stripeSubscriptionId: string) => Promise<void>;\n  /**\n   * When each kind of change applies. The defaults are Apple's: `upgrade` immediate; `downgrade`,\n   * `longer` and `shorter` at the period end.\n   */\n  timing?: Partial<Record<Exclude<PlanComparison, 'same'>, PlanChangeTiming>>;\n}\n\nexport interface PlanSummary<PE extends string = string, BP extends string = string> {\n  productId: string;\n  plan: PE;\n  billingPeriod: BP;\n  /** the plan's list price */\n  price: Money;\n  /** credits granted per billing period */\n  credits: number;\n}\n\n/** A change parked in the subscription's schedule, to apply at the period end. */\nexport interface ScheduledPlanChange<PE extends string = string, BP extends string = string> {\n  productId: string;\n  plan: PE;\n  billingPeriod: BP;\n  price: Money;\n  effectiveAt: string;\n}\n\n/** What a change would do, before anything is charged. */\nexport interface PlanChangePreview<PE extends string = string, BP extends string = string> {\n  comparison: Exclude<PlanComparison, 'same'>;\n  effect: 'immediate' | 'scheduled';\n  current: PlanSummary<PE, BP>;\n  target: PlanSummary<PE, BP>;\n  /** now for an immediate change, the current period end for a scheduled one */\n  effectiveAt: string;\n  /** immediate only: today's invoice */\n  charge: {\n    newPlan: number;\n    creditBack: number;\n    dueToday: number;\n    /** existing customer balance Stripe applies to this invoice */\n    balanceApplied: number;\n    /** credit beyond the new plan's price, left on the customer balance */\n    accountCredit: number;\n    currency: string;\n    /** the first regular renewal on the new plan */\n    nextBillingAt: string;\n  } | null;\n}\n\n/**\n * The outcome of a change. `requires_action`: the card needs authentication (3DS) for\n * `clientSecret` with stripe.js; the change applies once that invoice is paid\n * (`customer.subscription.pending_update_applied`), or lapses after ~23 hours\n * (`pending_update_expired`) and nothing changes.\n */\nexport interface PlanChangeResult {\n  effect: 'immediate' | 'scheduled' | 'requires_action';\n  effectiveAt: string;\n  clientSecret: string | null;\n}\n\n/**\n * Why a change was refused:\n * - NOT_A_SUBSCRIPTION: the target product is not a subscription in the config.\n * - ALREADY_CANCELED: the subscription has ended.\n * - NOT_SWITCHABLE: past due, unpaid, paused, incomplete or trialing; the fix is the payment\n *   method, not another charge, and what a switch mid-trial should do is the app's to decide.\n * - CANCEL_SCHEDULED: set to cancel at the period end; reactivate first.\n * - CHANGE_PENDING: an earlier immediate change still waits on its payment; only the same target\n *   may be retried.\n * - UNCHANGED: already on the target product.\n * - REQUIRES_INSTANT_METHOD: an immediate change would be paid by a bank debit\n *   (`hasDelayedNotification`); `paymentMethodType` names it.\n * - DECLINED: the card was refused; `decline` says why.\n * - CONFLICT: a concurrent change on the same snapshot was applied instead.\n * - MISCONFIGURED: the subscription or config is not what a change needs (no item, no product\n *   metadata, a price without a flat amount, a pending invoice without a payment intent).\n */\nexport const PLAN_CHANGE_ERROR_REASONS = [\n  'NOT_A_SUBSCRIPTION',\n  'ALREADY_CANCELED',\n  'NOT_SWITCHABLE',\n  'CANCEL_SCHEDULED',\n  'CHANGE_PENDING',\n  'UNCHANGED',\n  'REQUIRES_INSTANT_METHOD',\n  'DECLINED',\n  'CONFLICT',\n  'MISCONFIGURED',\n] as const;\n\nexport type PlanChangeErrorReason = (typeof PLAN_CHANGE_ERROR_REASONS)[number];\n\n/** A refused change. The app turns `reason` (and `decline`) into its own error response. */\nexport class PlanChangeError extends Error {\n  readonly reason: PlanChangeErrorReason;\n  readonly decline: Decline | null;\n  readonly paymentMethodType: string | null;\n\n  constructor(\n    reason: PlanChangeErrorReason,\n    message: string,\n    extra: { decline?: Decline; paymentMethodType?: string } = {}\n  ) {\n    super(message);\n    this.name = 'PlanChangeError';\n    this.reason = reason;\n    this.decline = extra.decline ?? null;\n    this.paymentMethodType = extra.paymentMethodType ?? null;\n  }\n}\n\nexport interface PlanChange<PE extends string = string, BP extends string = string> {\n  /** What switching `stripeSubscriptionId` to `productId` would charge and when it would apply. */\n  preview(stripeSubscriptionId: string, productId: string): Promise<PlanChangePreview<PE, BP>>;\n  /**\n   * Switch `stripeSubscriptionId` to `productId`; throws {@link PlanChangeError} when refused.\n   *\n   * Decided from the subscription as Stripe has it now, not as a `preview` saw it. If it changed in\n   * between (another tab switched plans or scheduled a change), the switch is worked out from the\n   * new state and the last request wins: a change scheduled elsewhere is released by an immediate\n   * one or replaced by another scheduled one, and the charge can differ from what the preview\n   * showed. Deliberately so: it takes two sessions changing the same subscription at once, the\n   * outcome is still the customer's latest choice, and the refusals above (cancellation scheduled,\n   * a change already pending, already on the plan) cover the conflicts that would charge wrongly.\n   * Refusing a stale request would need a token from `preview` checked here, carried by every\n   * client; worth adding only if customers report a charge that did not match its preview.\n   */\n  apply(stripeSubscriptionId: string, productId: string): Promise<PlanChangeResult>;\n  /** Drop a change scheduled for the period end (\"keep current plan\"); nothing pending is fine. */\n  cancelScheduled(stripeSubscriptionId: string): Promise<void>;\n  /**\n   * The change scheduled on a subscription retrieved with `expand: ['schedule']`, for the app's\n   * mirror of it, or null when none is pending.\n   */\n  readScheduled(subscription: Stripe.Subscription): Promise<ScheduledPlanChange<PE, BP> | null>;\n}\n\nconst DEFAULT_TIMING: Record<Exclude<PlanComparison, 'same'>, PlanChangeTiming> = {\n  upgrade: 'immediate',\n  downgrade: 'period_end',\n  longer: 'period_end',\n  shorter: 'period_end',\n};\n\n/**\n * Where an immediate change parked as a pending update stands, read from its invoice's\n * PaymentIntent (the subscription's latest invoice; a pending update expires by the period end at\n * the latest, so no renewal invoice can come after it).\n * - `challenge`: the bank wants the cardholder to authenticate; stripe.js runs it with the secret.\n * - `paid`: paid in the meantime (another tab finished the challenge); Stripe applies the update.\n * - `declined`: the attempt is over (a declined card, or a challenge that failed or was abandoned).\n *   The invoice is voided, which drops the pending update; a concurrent duplicate finds it void.\n */\ntype ParkedUpdate =\n  | { state: 'challenge'; result: PlanChangeResult }\n  | { state: 'paid' }\n  | { state: 'declined'; failure: CardFailure };\n\n/** stripe-node's error classes, matched by their `type` so this module needs no runtime import. */\nfunction stripeErrorType(error: unknown): string | null {\n  if (typeof error !== 'object' || error === null || !('type' in error)) return null;\n  return typeof error.type === 'string' ? error.type : null;\n}\n\nconst now = () => new Date().toISOString();\n\nexport function createPlanChange<PE extends string, BP extends string>(\n  options: PlanChangeOptions<PE, BP>\n): PlanChange<PE, BP> {\n  const { stripe, config, sync } = options;\n  const timing = { ...DEFAULT_TIMING, ...options.timing };\n\n  async function planSummary(productId: string): Promise<PlanSummary<PE, BP>> {\n    const price = await stripe.prices.retrieve(config.getPriceId(productId));\n    if (price.unit_amount === null) {\n      throw new PlanChangeError('MISCONFIGURED', `Price ${price.id} has no amount`);\n    }\n    return {\n      productId,\n      plan: config.getPlan(productId),\n      billingPeriod: config.getBillingPeriod(productId),\n      price: money(price.unit_amount, price.currency),\n      credits: config.getCreditAmount(productId),\n    };\n  }\n\n  /**\n   * Whether a pending update moves the subscription to `productId`: its one item carries the price\n   * an immediate change sets for that product. Anything else counts as a different target.\n   */\n  function pendingUpdateTargets(pending: Stripe.Subscription.PendingUpdate, productId: string) {\n    const items = pending.subscription_items ?? [];\n    const only = items.length === 1 ? items[0] : undefined;\n    return only?.price.id === config.getPriceId(productId);\n  }\n\n  /**\n   * The payment method an invoice on this subscription is charged to: its own default when it has\n   * one (Checkout pins the card it collected), else the customer's invoice default. Retrieved whole\n   * because an immediate change needs its `type`.\n   */\n  async function chargedPaymentMethod(sub: Stripe.Subscription) {\n    const own = sub.default_payment_method;\n    if (own) return typeof own === 'string' ? stripe.paymentMethods.retrieve(own) : own;\n    const customer = await stripe.customers.retrieve(idOf(sub.customer), {\n      expand: ['invoice_settings.default_payment_method'],\n    });\n    if (customer.deleted) return null;\n    const preferred = customer.invoice_settings.default_payment_method;\n    if (!preferred) return null;\n    return typeof preferred === 'string' ? stripe.paymentMethods.retrieve(preferred) : preferred;\n  }\n\n  /** The subscription plus the checks every change starts with. */\n  async function subscriptionForChange(stripeSubscriptionId: string, productId: string) {\n    if (!config.isSubscription(productId)) {\n      throw new PlanChangeError('NOT_A_SUBSCRIPTION', `Not a subscription product: ${productId}`);\n    }\n    const sub = await stripe.subscriptions.retrieve(stripeSubscriptionId, { expand: ['schedule'] });\n    if (sub.status === 'canceled') {\n      throw new PlanChangeError('ALREADY_CANCELED', 'Subscription already canceled');\n    }\n    if (sub.status !== 'active') {\n      throw new PlanChangeError('NOT_SWITCHABLE', `Subscription is ${sub.status}`);\n    }\n    if (sub.cancel_at_period_end || sub.cancel_at !== null) {\n      throw new PlanChangeError('CANCEL_SCHEDULED', 'Subscription is scheduled to cancel');\n    }\n    // An earlier immediate change parked until its invoice is paid (3DS). The customer may still be\n    // authenticating it, so it is never voided or replaced here: asking for the same target again\n    // resumes it, anything else is refused. Checked before UNCHANGED because the metadata still\n    // names the plan from before the pending update.\n    const resumesPendingUpdate = sub.pending_update\n      ? pendingUpdateTargets(sub.pending_update, productId)\n      : false;\n    if (sub.pending_update && !resumesPendingUpdate) {\n      throw new PlanChangeError(\n        'CHANGE_PENDING',\n        `Subscription has a pending update until ${mapTime(sub.pending_update.expires_at)}`\n      );\n    }\n    const currentProductId = sub.metadata[METADATA_KEYS.PRODUCT_ID];\n    if (!currentProductId || !config.isSubscription(currentProductId)) {\n      throw new PlanChangeError('MISCONFIGURED', `Subscription ${sub.id} names no known product`);\n    }\n    const comparison = config.comparePlans(currentProductId, productId);\n    if (comparison === 'same') throw new PlanChangeError('UNCHANGED', 'Already on this plan');\n    const item = sub.items.data.at(0);\n    if (!item) throw new PlanChangeError('MISCONFIGURED', `Subscription ${sub.id} has no items`);\n\n    const immediate = timing[comparison] === 'immediate';\n    const base = { sub, item, currentProductId, comparison, immediate, resumesPendingUpdate };\n    if (!immediate) return { ...base, paymentMethodId: null };\n    // Checked here so the preview refuses before the customer confirms, and the change refuses\n    // before a parked period-end change is released. A bank debit would leave the pending update\n    // processing past its ~23 hours and then report a decline the customer never had.\n    const paymentMethod = await chargedPaymentMethod(sub);\n    if (paymentMethod && hasDelayedNotification(paymentMethod.type)) {\n      throw new PlanChangeError(\n        'REQUIRES_INSTANT_METHOD',\n        `Immediate plan change cannot be paid by ${paymentMethod.type}`,\n        { paymentMethodType: paymentMethod.type }\n      );\n    }\n    return { ...base, paymentMethodId: paymentMethod?.id ?? null };\n  }\n\n  /**\n   * The parameters of an immediate change, shared by the preview and the real update: the new plan\n   * is charged in full today, the unused rest of the current period is credited on the same\n   * invoice, and the billing cycle restarts now (Apple's upgrade, Play's `CHARGE_FULL_PRICE`), so\n   * \"due today\" is the new price minus that credit whatever the intervals involved.\n   */\n  function immediateChangeParams(item: Stripe.SubscriptionItem, productId: string) {\n    return {\n      items: [{ id: item.id, price: config.getPriceId(productId) }],\n      proration_behavior: 'always_invoice' as const,\n      billing_cycle_anchor: { type: 'now' as const },\n    };\n  }\n\n  async function settleParkedUpdate(sub: Stripe.Subscription): Promise<ParkedUpdate> {\n    const invoiceId = idOf(sub.latest_invoice);\n    if (!invoiceId) {\n      throw new PlanChangeError('MISCONFIGURED', `Pending update on ${sub.id} has no invoice`);\n    }\n    // A second call because Stripe caps expansion at four levels below the subscription.\n    const invoice = await stripe.invoices.retrieve(invoiceId, {\n      expand: ['payments.data.payment.payment_intent'],\n    });\n    const intent = invoice.payments?.data.at(0)?.payment.payment_intent;\n    if (!intent || typeof intent === 'string' || !intent.client_secret) {\n      throw new PlanChangeError(\n        'MISCONFIGURED',\n        `Pending invoice ${invoiceId} has no payment intent`\n      );\n    }\n    switch (intent.status) {\n      case 'requires_action':\n        return {\n          state: 'challenge',\n          result: {\n            effect: 'requires_action',\n            effectiveAt: now(),\n            clientSecret: intent.client_secret,\n          },\n        };\n      case 'succeeded':\n        return { state: 'paid' };\n      case 'requires_payment_method':\n        if (invoice.status !== 'void') await stripe.invoices.voidInvoice(invoiceId);\n        return { state: 'declined', failure: intent.last_payment_error };\n      default:\n        throw new PlanChangeError(\n          'MISCONFIGURED',\n          `Pending invoice ${invoiceId} has its payment in state ${intent.status}`\n        );\n    }\n  }\n\n  function declined(failure: CardFailure) {\n    const decline = mapDecline(failure);\n    return new PlanChangeError('DECLINED', decline.message ?? 'Payment declined', { decline });\n  }\n\n  /**\n   * Mirror the subscription after an attempt that already failed. The original error is what the\n   * caller needs (a decline, a conflict); a sync failure on top of it is only logged, and the next\n   * webhook or sync puts the row right.\n   */\n  async function syncAfterFailure(stripeSubscriptionId: string) {\n    try {\n      await sync(stripeSubscriptionId);\n    } catch (error) {\n      console.error(`Sync of ${stripeSubscriptionId} after a failed plan change failed:`, error);\n    }\n  }\n\n  const applied = (): PlanChangeResult => ({\n    effect: 'immediate',\n    effectiveAt: now(),\n    clientSecret: null,\n  });\n\n  async function readScheduled(sub: Stripe.Subscription) {\n    const pending = pendingPhase(sub);\n    if (!pending) return null;\n    const { schedule, next, productId } = pending;\n    // A product that left the config, or a next phase without a flat price (set up in the\n    // dashboard), must not wedge every sync of this subscription; it just stops showing.\n    if (!config.isSubscription(productId)) {\n      console.error(`Schedule ${schedule.id} next phase names unknown product ${productId}`);\n      return null;\n    }\n    const priceId = idOf(next.items.at(0)?.price);\n    if (!priceId) {\n      console.error(`Schedule ${schedule.id} next phase has no price`);\n      return null;\n    }\n    const price = await stripe.prices.retrieve(priceId);\n    if (price.unit_amount === null) {\n      console.error(`Schedule ${schedule.id} next phase price ${priceId} has no unit amount`);\n      return null;\n    }\n    return {\n      productId,\n      plan: config.getPlan(productId),\n      billingPeriod: config.getBillingPeriod(productId),\n      price: money(price.unit_amount, price.currency),\n      effectiveAt: mapTime(next.start_date),\n    };\n  }\n\n  async function preview(stripeSubscriptionId: string, productId: string) {\n    const { sub, item, currentProductId, comparison, immediate } = await subscriptionForChange(\n      stripeSubscriptionId,\n      productId\n    );\n    const [current, target] = await Promise.all([\n      planSummary(currentProductId),\n      planSummary(productId),\n    ]);\n    if (!immediate) {\n      return {\n        comparison,\n        effect: 'scheduled' as const,\n        current,\n        target,\n        effectiveAt: mapTime(item.current_period_end),\n        charge: null,\n      };\n    }\n\n    const invoice = await stripe.invoices.createPreview({\n      subscription: sub.id,\n      subscription_details: immediateChangeParams(item, productId),\n    });\n    // Proration lines are the credit for unused time (negative); the rest is the new plan.\n    let creditBack = 0;\n    let newPlan = 0;\n    let nextBillingAt = invoice.period_end;\n    for (const line of invoice.lines.data) {\n      if (line.parent?.subscription_item_details?.proration) {\n        creditBack -= line.amount;\n      } else {\n        newPlan += line.amount;\n        nextBillingAt = Math.max(nextBillingAt, line.period.end);\n      }\n    }\n    const units = minorUnits(invoice.currency);\n    // starting_balance is negative when the customer holds credit; Stripe applies it to the total.\n    const balanceApplied = Math.min(\n      Math.max(0, -invoice.starting_balance),\n      Math.max(0, newPlan - creditBack)\n    );\n    return {\n      comparison,\n      effect: 'immediate' as const,\n      current,\n      target,\n      effectiveAt: now(),\n      charge: {\n        newPlan: newPlan / units,\n        creditBack: creditBack / units,\n        dueToday: invoice.amount_due / units,\n        balanceApplied: balanceApplied / units,\n        accountCredit: Math.max(0, creditBack - newPlan) / units,\n        currency: invoice.currency,\n        nextBillingAt: mapTime(nextBillingAt),\n      },\n    };\n  }\n\n  async function applyNow(\n    sub: Stripe.Subscription,\n    item: Stripe.SubscriptionItem,\n    currentProductId: string,\n    productId: string,\n    paymentMethodId: string | null\n  ): Promise<PlanChangeResult> {\n    // Stripe refuses item changes on a subscription a schedule manages, so a parked period-end\n    // change is released first. A released schedule is terminal, so its id alone keys the release:\n    // a concurrent duplicate gets the first release back instead of an \"already released\" error.\n    const scheduleId = idOf(sub.schedule);\n    if (scheduleId) {\n      await stripe.subscriptionSchedules.release(\n        scheduleId,\n        {},\n        { idempotencyKey: `release:${scheduleId}` }\n      );\n    }\n    // Nothing else serializes two identical requests: both pass the UNCHANGED check on the same\n    // snapshot, and a second update would bill again. So the update is keyed by its intent: this\n    // subscription, from this plan to that one, within this period, on top of this latest invoice,\n    // charged to this payment method. Requests read from the same snapshot build the same key and\n    // parameters, so Stripe applies the update once and replays it to the other; any real change\n    // (a later A→B→C, a new period, a declined attempt's own invoice, another card) gets a new key.\n    const idempotencyKey = [\n      'plan',\n      sub.id,\n      currentProductId,\n      productId,\n      item.current_period_start,\n      idOf(sub.latest_invoice) ?? 'none',\n      paymentMethodId ?? 'none',\n    ].join(':');\n    let updated: Stripe.Subscription;\n    try {\n      updated = await stripe.subscriptions.update(\n        sub.id,\n        {\n          ...immediateChangeParams(item, productId),\n          metadata: { ...sub.metadata, [METADATA_KEYS.PRODUCT_ID]: productId },\n          payment_behavior: 'pending_if_incomplete',\n        },\n        { idempotencyKey }\n      );\n    } catch (error) {\n      // A released schedule may be all that changed; the row has to stop showing it.\n      await syncAfterFailure(sub.id);\n      // `pending_if_incomplete` absorbs declines, so a card error here is one Stripe refused to\n      // attempt at all (an expired card, say).\n      if (stripeErrorType(error) === 'StripeCardError') throw declined(error as CardFailure);\n      // Same key, different parameters: the subscription changed between two requests built on\n      // the same snapshot. Nothing was applied by this one.\n      if (stripeErrorType(error) === 'StripeIdempotencyError') {\n        throw new PlanChangeError('CONFLICT', 'Plan change conflicts with a concurrent one');\n      }\n      throw error;\n    }\n    // Synced as soon as Stripe took the update, before anything else can fail: the row shows the\n    // new plan, or the released schedule while the payment is parked.\n    await sync(sub.id);\n    if (!updated.pending_update) return applied();\n    const parked = await settleParkedUpdate(updated);\n    if (parked.state === 'challenge') return parked.result;\n    if (parked.state === 'paid') {\n      await sync(sub.id);\n      return applied();\n    }\n    // A declined card parks the update just like 3DS does; it was voided above.\n    await syncAfterFailure(sub.id);\n    throw declined(parked.failure);\n  }\n\n  async function applyAtPeriodEnd(\n    sub: Stripe.Subscription,\n    item: Stripe.SubscriptionItem,\n    productId: string\n  ): Promise<PlanChangeResult> {\n    // The new phase lasts one interval of the target price, after which the schedule releases the\n    // subscription and it keeps renewing on that price.\n    const targetPrice = await stripe.prices.retrieve(config.getPriceId(productId));\n    if (!targetPrice.recurring) {\n      throw new PlanChangeError('MISCONFIGURED', `Price ${targetPrice.id} is not recurring`);\n    }\n    // No idempotency keys here: Stripe allows one schedule per subscription, so a concurrent\n    // duplicate's `create` fails, and rewriting the phases twice from one snapshot changes nothing.\n    // A key would replay a released schedule for \"keep current plan\" then the same change again.\n    const schedule =\n      sub.schedule && typeof sub.schedule !== 'string'\n        ? sub.schedule\n        : await stripe.subscriptionSchedules.create({ from_subscription: sub.id });\n    const current = schedule.current_phase;\n    const phase = schedule.phases.find((p) => p.start_date === current?.start_date);\n    if (!current || !phase) {\n      throw new PlanChangeError('MISCONFIGURED', `Schedule ${schedule.id} has no current phase`);\n    }\n    // A discount on the subscription has to be carried into both phases by hand, since the update\n    // replaces every phase. Reusing it by id keeps its clock (a repeating coupon re-attached would\n    // start its months over), and one that has run out is simply dropped by Stripe.\n    const discounts = sub.discounts.map((d) => ({ discount: idOf(d) }));\n    await stripe.subscriptionSchedules.update(schedule.id, {\n      end_behavior: 'release',\n      phases: [\n        {\n          start_date: current.start_date,\n          end_date: item.current_period_end,\n          items: [{ price: item.price.id, quantity: item.quantity }],\n          metadata: sub.metadata,\n          discounts,\n          proration_behavior: 'none',\n        },\n        {\n          items: [{ price: targetPrice.id, quantity: item.quantity }],\n          duration: {\n            interval: targetPrice.recurring.interval,\n            interval_count: targetPrice.recurring.interval_count,\n          },\n          metadata: { ...sub.metadata, [METADATA_KEYS.PRODUCT_ID]: productId },\n          discounts,\n          proration_behavior: 'none',\n        },\n      ],\n    });\n    await sync(sub.id);\n    return {\n      effect: 'scheduled',\n      effectiveAt: mapTime(item.current_period_end),\n      clientSecret: null,\n    };\n  }\n\n  async function apply(stripeSubscriptionId: string, productId: string) {\n    const { sub, item, currentProductId, immediate, resumesPendingUpdate, paymentMethodId } =\n      await subscriptionForChange(stripeSubscriptionId, productId);\n\n    if (resumesPendingUpdate) {\n      // The same change again while an earlier attempt is parked. A challenge still waiting is\n      // handed back as is; one that failed or was abandoned has its invoice voided and the change is\n      // attempted again below, so retrying after closing the 3DS window starts a fresh challenge.\n      const parked = await settleParkedUpdate(sub);\n      if (parked.state === 'challenge') return parked.result;\n      if (parked.state === 'paid') {\n        await sync(sub.id);\n        return applied();\n      }\n    }\n    if (immediate) return applyNow(sub, item, currentProductId, productId, paymentMethodId);\n    return applyAtPeriodEnd(sub, item, productId);\n  }\n\n  /**\n   * The schedule's next phase when it switches the subscription to another product, whatever that\n   * product is: also one the config no longer knows, or a price the dashboard set without a flat\n   * amount, which `readScheduled` does not show but \"keep current plan\" must still be able to drop.\n   */\n  function pendingPhase(sub: Stripe.Subscription) {\n    const schedule = expanded(sub.schedule, `Schedule of subscription ${sub.id}`);\n    if (!schedule) return null;\n    if (schedule.status !== 'active' && schedule.status !== 'not_started') return null;\n    // The next phase is found from `current_phase`, not the wall clock, so it also holds for\n    // customers on a Stripe test clock.\n    const current = schedule.current_phase;\n    if (!current) return null;\n    const next = schedule.phases.find((phase) => phase.start_date >= current.end_date);\n    const productId = next?.metadata?.[METADATA_KEYS.PRODUCT_ID];\n    if (!next || !productId || productId === sub.metadata[METADATA_KEYS.PRODUCT_ID]) return null;\n    return { schedule, next, productId };\n  }\n\n  async function cancelScheduled(stripeSubscriptionId: string) {\n    const sub = await stripe.subscriptions.retrieve(stripeSubscriptionId, { expand: ['schedule'] });\n    const pending = pendingPhase(sub);\n    if (pending) await stripe.subscriptionSchedules.release(pending.schedule.id);\n    await sync(sub.id);\n  }\n\n  return { preview, apply, cancelScheduled, readScheduled 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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@shware/purchase",
-  "version": "7.5.0",
+  "version": "8.0.0",
   "private": false,
   "repository": {
     "type": "git",