• Update refund! method in stripe/charge.rb to handle multiple refunds on the same charge. - @cjilbert504 @kyleschmolze
• Add configuration options for mailer - @excid3 @le-doude @cjilbert504

Pay.setup do |config|
  # Change parent mailer for Pay::UserMailer
  config.parent_mailer = "MyCustomMailer"

  # Change the mailer for Pay
  config.mailer = "MyCustomMailer"

• [Breaking] Replaced subscription and charge email params to pay_subscription and pay_charge respectively. - @cjilbert504
• [Breaking] Replaced send_emails with emails config. This allows you to customize which emails can be sent independently. - @cjilbert504

Pay.setup do |config|
  # Set value to boolean
  config.emails.receipt = true
  # Or set value to a lambda that returns a boolean
  config.emails.subscription_renewing = ->(pay_subscription, price) {
    (price&.type == "recurring") && (price.recurring&.interval == "year")
  }
end

• Numericality validation on Pay::Subscription has been updated from being greater_than_or_equal_to: 1 to greater_than_or_equal_to: 0. This is because metered billing subscriptions do not have a quantity.

• Stripe Tax support

  Using pay_customer stripe_attributes: :method_name, you can add an Address to Stripe::Customer objects which will be used for calculating taxes. We now record total_tax_amounts to Pay::Charge records. This includes details for each tax applied to the charge.

  @user.payment_processor.subscribe(plan: "growth", automatic_tax: { enabled: true })

• Stripe Metered Billing support Removes quantity when creating a new subscription (metered billing prices do not allow quantity) Adds create_usage_record to Pay::Subscription for reporting usage on metered billing plans Adds metered_items? helper to Pay::Subscription to easily check if a subscription has any metered billing items Adds Pay::Subscription.with_metered_items method to query for subscriptions with metered billing items

• Raise error when dependencies are not supported versions. This makes sure you're using supported versions of libraries with Pay. Currently supported versions:

  • stripe ~> 6.0
  • braintree ~> 4.7
  • paddle_pay ~> 0.2
  • receipts ~> 2.0

• Add credit_note! to Stripe charges - @excid3

• refund! now issues a Stripe::CreditNote if an invoice is present - @excid3

  Refunds of charges associated with an Invoice don’t reduce your overall tax liability and don’t show up in Stripe Tax reporting. https://stripe.com/docs/tax/faq#how-do-refunds-work In most cases, you should use credit notes instead of refunds. Credit notes reduce your overall tax liability and show up in Stripe Tax reporting. https://stripe.com/docs/tax/faq#how-do-you-handle-credit-notes

• Stripe.max_network_retries is now set to 2 by default. - @excid3 This adds idempotency keys automatically to each request so that they can be safely retried.

• Stripe Subscriptons can now be paused and resumed - @excid3

• Separate authorize and capture is now supported on Stripe - @excid3

  pay_charge = pay_customer.authorize(75_00)
  pay_charge.capture
  pay_charge.capture(amount_to_capture: 50_00) # or with an amount

• Store stripe_receipt_url on Pay::Charge - @mguidetti

• Replace update_email! with update_customer! - @excid3

• Add options for cancel_now! to support invoice_now and prorate flags for Stripe - @excid3

• Adds add_payment_processor to add a payment processor without making it the default - @excid3

• Setting pay_name in Stripe Subscription metadata will be used as the name on the Pay::Subscription - @excid3

• pay_customer now supports a stripe_attributes: option to add attributes to Stripe::Customers - @excid3

• pay_customer now supports a braintree_attributes: option to add attributes to Braintree::Customers - @excid3

• pay_customer now supports a default_payment_processor option to automatically create a Pay::Customer record - @excid3

• Added enabled_processors to Pay config. This lets you choose exactly which processors will be enabled. - @cjilbert504

• Add sync! method to Pay::Subscription instances - @excid3

• Ignore Stripe charges that don't have a customer ID - @excid3

• Make payment method and charges consistent for Fake procsesor - @excid3

• Merge Stripe Checkout session_id param into success_url automatically - @excid3

• Update to @hotwired/stimulus for payments view - @excid3
• Update test/dummy app to Pay 3 - @excid3

• Add update_customer methods for SyncCustomer job - @excid3

• Safely handle receipts for users without extra_billing_info - @excid3

• Correctly handle cancelling a paused Paddle subscription - @excid3

• Add generic_trial? to Pay::Subscription for checking if fake processor trial - @excid3
• Charge succeeded should send email even when receipts gem isn't available - @excid3
• Update mailers to use Pay::Customer#customer_name - @excid3
• Use pay_customer instead of billable in mailers - @excid3
• Remove payment methods when cancelling Paddle subscription - @excid3

• Convert paddle_paused_from to Time - @excid3

• Remove hardcoded currency in emails - @excid3

• Accept options for Pay::Currency.format - @excid3

• Add amount_with_currency to Pay::Payment - @excid3

• Add Pay::Currency for formatting amounts with currency - @excid3
• Add amount_with_currency and amount_refunded_with_currency to Pay::Charge - @excid3
• Safer pay processor lookup when processor is blank - @excid3
• Store stripe_account when syncing Stripe payment methods - @excid3

• Add CHECKOUT_SESSION_ID to checkout URLs by default and document how to add them - @excid3
• Fix invoice bill_to to use customer.owner instead of owner - @excid3

• Fix Stripe charge.refunded webhook - @excid3

• Fix Pay::Subscription charges association - @excid3
• Remove Pay::Charge default sort - @excid3

• Fix translation key - @excid3

• Better invoice line items format - @excid3

• Namespace locales under pay - @excid3
• I18n receipt and invoice dates - @excid3
• Add business_logo config - @excid3
• Add refunded? partial_refund? and full_refund? methods to Pay::Charge - @excid3

• Fix payment method sync on customer updated - @excid3

• Fix Stripe customer.updated webhook - @excid3

• Add retries for payment method sync in case of rate limiting - @excid3
• Add on_generic_trial? to Pay::Customer for easier checking - @excid3

Yanked

• Add payment methods to Pay::Charge charged_to helper - @excid3
• Improve swap error message - @excid3

• Add rake pay:payment_methods:sync_default task for easily upgrading to Pay 3 - @excid3

See the UPGRADE guide for steps on upgrading from Pay 2.x.

• Requires Rails 6
• Migrates processor and processor_id from models to Pay::Customer model
• Replaces include Pay::Billable with pay_customer method
• Replaces include Pay::Merchant with pay_merchant method
• Changes Pay::Charge to associate with Pay::Customer instead of owner{polymorphic}
• Changes Pay::Subscription to associate with Pay::Customer instead of owner{polymorphic}
• Migrates card fields from models to Pay::PaymentMethod model
• Queues webhooks in Pay::Webhook for processing with ActiveJob to handle large volumes of webhooks
• Subscriptions are automatically canceled when a Pay::Subscription deleted - @stevepolitodesign
• Active subscriptions are canceled when a Pay::Customer's owner is deleted - @stevepolitodesign
• Add invoice to Pay::Charge

• Don't validate SetupIntent for trialing subscriptions - @archonic
• Validate uniqueness of charges and subscriptions - @excid3
• Better handle out of order webhooks and race conditions - @excid3

• Refactor Stripe webhooks to always retrieve latest records - @excid3
• Associate charges with subscriptions if possible - @excid3

• Add Pay::Merchant and Stripe Connect functionality - @excid3
• Save currency on Pay::Charge records - @excid3

• Add subscription method to payment processor classes for direct access to the processor subscription object. The owner is not guaranteed to be on the same payment processor, which can cause problems. - @excid3

• Improve the Stripe Checkout URLs so your Rails app doesn't need a root_url #309 - @excid3
• Fix currency with Stripe Checkout #308 - @excid3

• Update Stripe & Braintree default card automatically when the customer is accessed (ie. on charge, subscribe, etc) #300 - @excid3

• Add passthrough fallback for paddle payment succeeded webhook #302 - @nm

• Add Stripe payment_intent.succeeded webhook listener

• Improve error wrappers to delegate message to original cause

• [NEW] Raise error if payment processor name is nil
• [FIX] Pay::Error now uses the correct message in to_s
• Create braintree customer on update_card if needed

• [NEW] Fake payment processor for testing and giving users free access to your application
• [FIX] Delegate trial_ends_at for subscriptions - @archonic

• [FIX] Default to empty hash when default_url_options is nil so proper error is raised
• [FIX] Fix inquiry when processor is nil

• [FIX] Correctly handle updating payment method in Stripe

• [NEW] Add Stripe Customer Billing Portal - @excid3
• Include customer on Stripe Checkout sessions - @excid3

• [NEW] Stripe Checkout support - @excid3

• [BREAKING] Webhooks that can't be verified respond with 400 instead of 200 - @excid3
• [BREAKING] Remove StripeEvent dependency - excid3
• [BREAKING] Remove old configuration for mailer subjects in favor of locales - @excid3
• [NEW] Add Pay::Webhook.delegator for subscribing to webhooks - @excid3

• [Fix] Fixed missing require for version file - @excid3

• Add Stripe app info and join the Stripe Partner program for better support for Pay! - @excid3

• [FIX] Update migration to check for symobl keys on ActiveRecord adapter with Rails 6.1 - @excid3

• [FIX] Move Paddle logic into paddle methods - @excid3

• [BREAKING] Use locales for email subjects and remove configuration - @excid3

• [FIX] Subject for payment action required emails referenced an invalid config - @excid3

• Add data json column to Charge and Subscription models - @excid3

To add the new migrations to your app, run:

rails pay:install:migrations

• Add Paddle initial support - @nm
• Pay.model_parent_class defaults to ApplicationRecord - @excid3
• Test suite now runs against sqlite, mysql, and postgresql - @excid3
• [FIX] Lookup billable on invoice.payment_action_required events - @excid3

• Bugfixes

• [NEW] Allow passing ?back=/path/to/item for customizing the back link for SCA payments page

Stripe API 2020-08-27 changes:

• Use proration_behavior instead of prorate for Stripe subscription changes
• Switch to ::Stripe::Subscription.create instead of customer.subscriptions as Stripe no longer includes this by default for performance
• Set Stripe API version for easier gem management

• Add support for quantity option on subscribe for subscription quantities
• Added Pay::BraintreeAuthorizationError to catch Braintree actions with malformed data or unauthorized API access.

• [FIX] Remove old billable migration

• [FIX] The charge method now raises Pay::BraintreeError when a charge fails. This makes it work consistently with the Stripe implementation which raises an error on charge failure.

• [BREAKING] Subscription & Charge associations to owner are now polymorphic.

  Requires adding owner_type:string to both Pay::Charge and Pay::Subscription models and setting the value for all existing records to your model name.

class AddOwnerTypeToPay < ActiveRecord::Migration[6.0]
  def change
    add_column :pay_charges, :owner_type, :string
    add_column :pay_subscriptions, :owner_type, :string

    # Backfill owner_type column to match your Billable model
    Pay::Charge.update_all owner_type: "User"
    Pay::Subscription.update_all owner_type: "User"
  end
end

Pay.billable_class is now deprecated and will be removed in a future version. You should also update your existing Pay migrations to reference the :users table rather than Pay.billable_class and any other code you may have that references this method.

• [FIX] Stripe subscription cancel shouldn't change status
• [FIX] Stripe test payment methods should now work (ie. pm_card_visa)

• [FIX] Styling tweaks for payment intent page

• [FIX] Stripe Refund and Charge references weren't matching the right class

• [NEW] Stripe SCA support
• [BREAKING] Requires using PaymentMethods instead of Source and Tokens
• [BREAKING] Drops Ruby 2.4 support
• [BREAKING] automount_webhook_routes config option has been renamed to automount_routes
• [BREAKING]webhooks_path config option has been renamed to routes_path
• Added status column to payments to keep in sync with Stripe. We're also adding statuses to Braintree subscriptions to keep them in sync as best we can.
• Added payments#show route to handle SCA payments that require action
• Added webhook handler for payments that require action
• Added trial_period_days when creating a subscription that works the same on Stripe and Braintree

• Set default from email to Pay.support_email

• Add on_trial_or_subscribed? convenience method

• Removed Rails HTML Sanitizer dependency since it wasn't being used

• Add stripe?, braintree?, and paypal? to Pay::Charge
• Add webhook mounting and path options

• Makes stripe?, braintree?, and paypal? helper methods always available on Billable.

• Update migration to reference Billable instead of Users

• Check ENV first when looking up keys to allow for overrides