2298d36bed
- Create Economist SubmissionTracking package correctly: * mainArticle = full blog post content * coverLetter = 216-word SIR— letter * Links to blog post via blogPostId - Archive 'Letter to The Economist' from blog posts (it's the cover letter) - Fix date display on article cards (use published_at) - Target publication already displaying via blue badge Database changes: - Make blogPostId optional in SubmissionTracking model - Economist package ID: 68fa85ae49d4900e7f2ecd83 - Le Monde package ID: 68fa2abd2e6acd5691932150 Next: Enhanced modal with tabs, validation, export 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
217 lines
6.1 KiB
Markdown
217 lines
6.1 KiB
Markdown
# Stripe Customer Portal Configuration - Detailed Steps
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## Test Mode Configuration
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### Step 1: Navigate to Customer Portal Settings
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1. Open your web browser
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2. Go to: **https://dashboard.stripe.com/test/settings/billing/portal**
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3. You should see the "Customer portal" page with a toggle for "Test mode" in the top-right corner
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4. Ensure **"Test mode"** toggle is ON (blue)
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---
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### Step 2: Activate the Customer Portal
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You'll see one of two states:
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**If you see "Activate customer portal":**
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- Click the blue **"Activate customer portal"** button
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**If you see "Configure" or settings are already visible:**
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- Proceed to Step 3
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---
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### Step 3: Configure Customer Information Section
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Look for the **"Customer information"** section (usually at the top):
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1. Find the checkbox labeled **"Email address"**
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- ✅ **Check this box**
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- This allows customers to update their email
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2. Find the checkbox labeled **"Payment methods"**
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- ✅ **Check this box**
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- This allows customers to add/update payment methods
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---
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### Step 4: Configure Subscription Settings
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Scroll down to the **"Subscriptions"** section:
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1. Find **"Allow customers to cancel subscriptions"**
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- Click the toggle or checkbox to **enable it** (should turn blue/green)
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2. Under **"Cancellation behavior"**, select:
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- Option: **"Cancel at period end"** (recommended)
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- This means subscriptions stay active until the end of the billing period
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3. Find **"Cancellation survey"**
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- Click the toggle to **enable it** (should turn blue/green)
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4. Click **"Add question"** or **"Configure survey"** button
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---
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### Step 5: Configure Exit Survey Questions
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#### Question 1 (Required):
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1. Click **"Add question"**
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2. **Question type**: Select "Multiple choice"
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3. **Question text**: Type exactly:
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```
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Why are you cancelling?
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```
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4. **Required**: Toggle ON (should be blue)
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5. **Answer options** (click "Add option" for each):
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- Too expensive
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- No longer need it
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- Found an alternative
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- Not what I expected
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- Other
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6. For the "Other" option:
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- ✅ Check **"Allow text input"** (this lets users explain further)
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7. Click **"Save"** or **"Add"**
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#### Question 2 (Optional):
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1. Click **"Add question"** again
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2. **Question type**: Select "Text"
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3. **Question text**: Type exactly:
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```
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How can we improve?
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```
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4. **Required**: Toggle OFF (leave unchecked)
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5. Click **"Save"** or **"Add"**
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---
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### Step 6: Configure Invoice History
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Scroll to the **"Invoice history"** section:
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1. Find **"Show invoice history"**
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- ✅ **Check this box** or toggle ON
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- This lets customers see past invoices and receipts
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---
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### Step 7: Configure Business Information
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Scroll to the **"Business information"** section:
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1. **Business name**:
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- Type: `Tractatus AI Safety Framework`
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2. **Support email**:
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- Type: `support@agenticgovernance.digital`
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3. **Privacy policy URL**:
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- Type: `https://agenticgovernance.digital/about/values.html`
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4. **Terms of service URL**:
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- Type: `https://agenticgovernance.digital/about/values.html`
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---
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### Step 8: Review and Save
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1. Scroll to the **bottom** of the page
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2. Click the blue **"Save changes"** button
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3. You should see a green success message: "Customer portal settings updated"
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---
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## Live Mode Configuration
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Once Test Mode is working, repeat the EXACT same steps for Live Mode:
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### Step 1: Switch to Live Mode
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1. In the top-right corner of Stripe Dashboard, find the **"Test mode"** toggle
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2. Click it to switch to **Live mode** (toggle should turn OFF/gray)
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3. You may see a banner saying "You're now in live mode"
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### Step 2: Navigate to Live Customer Portal Settings
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1. Go to: **https://dashboard.stripe.com/settings/billing/portal**
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- Note: This URL is slightly different (no `/test/`)
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### Step 3-8: Repeat Configuration
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- Follow Steps 2-8 exactly as above
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- Use the same settings, same text, same options
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- **CRITICAL**: Don't skip any settings - Live and Test must match
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---
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## Verification
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### Test Mode Verification:
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1. Go to http://localhost:9000/koha.html
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2. Scroll to "Manage Your Subscription" section
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3. Enter an email with a test subscription
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4. Click "Manage"
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5. You should be redirected to Stripe Customer Portal
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6. Verify you can see:
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- ✅ Subscription details
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- ✅ "Update payment method" option
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- ✅ "Cancel subscription" option
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7. Click "Cancel subscription"
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8. Verify the exit survey appears with your two questions
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### Live Mode Verification:
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1. After deployment, go to https://agenticgovernance.digital/koha.html
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2. Repeat the same test with your live subscription email
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3. Test the full cancellation flow (you can cancel your $5 test subscription)
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---
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## Troubleshooting
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### "No configuration provided" error:
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- You haven't saved the portal configuration yet
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- Go back to Step 8 and click "Save changes"
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- Wait 30 seconds, then try again
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### Can't find "Customer portal" in settings:
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- Make sure you're logged into the correct Stripe account
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- Check that you have admin permissions
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- Try this direct link: https://dashboard.stripe.com/test/settings/billing/portal
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### Changes not appearing:
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- Hard refresh your browser (Ctrl+Shift+R or Cmd+Shift+R)
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- Check you're in the correct mode (Test vs Live)
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- Stripe portal settings can take 1-2 minutes to propagate
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### Exit survey not showing:
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- Verify "Cancellation survey" toggle is ON
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- Check that at least one question is added
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- Try creating a new test portal session
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---
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## Screenshots Reference (What You Should See)
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**Customer Portal Settings Page:**
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- Top section: "Customer portal" heading with Test mode toggle
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- Left sidebar: Settings, Billing, Customer portal
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- Main area: Multiple configuration sections with toggles and inputs
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**After Activation:**
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- Customer information section (2 checkboxes)
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- Subscriptions section (cancellation toggle + survey)
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- Invoice history section (1 checkbox)
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- Business information section (4 text inputs)
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- Blue "Save changes" button at bottom
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**Exit Survey Configuration:**
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- Question list with drag handles
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- Each question shows type (Multiple choice / Text)
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- Edit/Delete buttons on each question
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- "Add question" button at bottom
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---
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**Time Required**: 10-15 minutes total
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**Last Updated**: 2025-10-18
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