[PM-18028] Enabling automatic tax for customers without country or with manual tax rates set (#5376)

src/Core/Billing/Extensions/CustomerExtensions.cs

@@ -0,0 +1,16 @@
+using Bit.Core.Billing.Constants;
+using Stripe;
+
+namespace Bit.Core.Billing.Extensions;
+
+public static class CustomerExtensions
+{
+
+    /// <summary>
+    /// Determines if a Stripe customer supports automatic tax
+    /// </summary>
+    /// <param name="customer"></param>
+    /// <returns></returns>
+    public static bool HasTaxLocationVerified(this Customer customer) =>
+        customer?.Tax?.AutomaticTax == StripeConstants.AutomaticTaxStatus.Supported;
+}

src/Core/Billing/Extensions/SubscriptionCreateOptionsExtensions.cs

@@ -0,0 +1,26 @@
+using Stripe;
+
+namespace Bit.Core.Billing.Extensions;
+
+public static class SubscriptionCreateOptionsExtensions
+{
+    /// <summary>
+    /// Attempts to enable automatic tax for given new subscription options.
+    /// </summary>
+    /// <param name="options"></param>
+    /// <param name="customer">The existing customer.</param>
+    /// <returns>Returns true when successful, false when conditions are not met.</returns>
+    public static bool EnableAutomaticTax(this SubscriptionCreateOptions options, Customer customer)
+    {
+        // We might only need to check the automatic tax status.
+        if (!customer.HasTaxLocationVerified() && string.IsNullOrWhiteSpace(customer.Address?.Country))
+        {
+            return false;
+        }
+
+        options.DefaultTaxRates = [];
+        options.AutomaticTax = new SubscriptionAutomaticTaxOptions { Enabled = true };
+
+        return true;
+    }
+}

src/Core/Billing/Extensions/SubscriptionUpdateOptionsExtensions.cs

@@ -0,0 +1,35 @@
+using Stripe;
+
+namespace Bit.Core.Billing.Extensions;
+
+public static class SubscriptionUpdateOptionsExtensions
+{
+    /// <summary>
+    /// Attempts to enable automatic tax for given subscription options.
+    /// </summary>
+    /// <param name="options"></param>
+    /// <param name="customer">The existing customer to which the subscription belongs.</param>
+    /// <param name="subscription">The existing subscription.</param>
+    /// <returns>Returns true when successful, false when conditions are not met.</returns>
+    public static bool EnableAutomaticTax(
+        this SubscriptionUpdateOptions options,
+        Customer customer,
+        Subscription subscription)
+    {
+        if (subscription.AutomaticTax.Enabled)
+        {
+            return false;
+        }
+
+        // We might only need to check the automatic tax status.
+        if (!customer.HasTaxLocationVerified() && string.IsNullOrWhiteSpace(customer.Address?.Country))
+        {
+            return false;
+        }
+
+        options.DefaultTaxRates = [];
+        options.AutomaticTax = new SubscriptionAutomaticTaxOptions { Enabled = true };
+
+        return true;
+    }
+}

src/Core/Billing/Extensions/UpcomingInvoiceOptionsExtensions.cs

@@ -0,0 +1,35 @@
+using Stripe;
+
+namespace Bit.Core.Billing.Extensions;
+
+public static class UpcomingInvoiceOptionsExtensions
+{
+    /// <summary>
+    /// Attempts to enable automatic tax for given upcoming invoice options.
+    /// </summary>
+    /// <param name="options"></param>
+    /// <param name="customer">The existing customer to which the upcoming invoice belongs.</param>
+    /// <param name="subscription">The existing subscription to which the upcoming invoice belongs.</param>
+    /// <returns>Returns true when successful, false when conditions are not met.</returns>
+    public static bool EnableAutomaticTax(
+        this UpcomingInvoiceOptions options,
+        Customer customer,
+        Subscription subscription)
+    {
+        if (subscription != null && subscription.AutomaticTax.Enabled)
+        {
+            return false;
+        }
+
+        // We might only need to check the automatic tax status.
+        if (!customer.HasTaxLocationVerified() && string.IsNullOrWhiteSpace(customer.Address?.Country))
+        {
+            return false;
+        }
+
+        options.AutomaticTax = new InvoiceAutomaticTaxOptions { Enabled = true };
+        options.SubscriptionDefaultTaxRates = [];
+
+        return true;
+    }
+}

src/Core/Billing/Services/Implementations/PremiumUserBillingService.cs

@@ -320,7 +320,7 @@ public class PremiumUserBillingService(
         {
             AutomaticTax = new SubscriptionAutomaticTaxOptions
             {
-                Enabled = true
+                Enabled = customer.Tax?.AutomaticTax == StripeConstants.AutomaticTaxStatus.Supported,
             },
             CollectionMethod = StripeConstants.CollectionMethod.ChargeAutomatically,
             Customer = customer.Id,

src/Core/Billing/Services/Implementations/SubscriberService.cs

@@ -661,11 +661,21 @@ public class SubscriberService(
             }
         }
 
-        await stripeAdapter.SubscriptionUpdateAsync(subscriber.GatewaySubscriptionId,
-            new SubscriptionUpdateOptions
-            {
-                AutomaticTax = new SubscriptionAutomaticTaxOptions { Enabled = true },
-            });
+        if (SubscriberIsEligibleForAutomaticTax(subscriber, customer))
+        {
+            await stripeAdapter.SubscriptionUpdateAsync(subscriber.GatewaySubscriptionId,
+                new SubscriptionUpdateOptions
+                {
+                    AutomaticTax = new SubscriptionAutomaticTaxOptions { Enabled = true }
+                });
+        }
+
+        return;
+
+        bool SubscriberIsEligibleForAutomaticTax(ISubscriber localSubscriber, Customer localCustomer)
+            => !string.IsNullOrEmpty(localSubscriber.GatewaySubscriptionId) &&
+               (localCustomer.Subscriptions?.Any(sub => sub.Id == localSubscriber.GatewaySubscriptionId && !sub.AutomaticTax.Enabled) ?? false) &&
+               localCustomer.Tax?.AutomaticTax == StripeConstants.AutomaticTaxStatus.Supported;
     }
 
     public async Task VerifyBankAccount(