[PM-19956] [PM-18795] Require provider payment method during setup behind FF (#5752)

* Require provider payment method during setup behind FF

* Fix failing test

* Run dotnet format

* Rui's feedback

bitwarden_license/src/Commercial.Core/AdminConsole/Services/ProviderService.cs

@@ -8,6 +8,7 @@ using Bit.Core.AdminConsole.Models.Business.Tokenables;
 using Bit.Core.AdminConsole.Repositories;
 using Bit.Core.AdminConsole.Services;
 using Bit.Core.Billing.Enums;
+using Bit.Core.Billing.Models;
 using Bit.Core.Billing.Pricing;
 using Bit.Core.Billing.Services;
 using Bit.Core.Context;
@@ -82,7 +83,7 @@ public class ProviderService : IProviderService
         _pricingClient = pricingClient;
     }
 
-    public async Task<Provider> CompleteSetupAsync(Provider provider, Guid ownerUserId, string token, string key, TaxInfo taxInfo = null)
+    public async Task<Provider> CompleteSetupAsync(Provider provider, Guid ownerUserId, string token, string key, TaxInfo taxInfo, TokenizedPaymentSource tokenizedPaymentSource = null)
     {
         var owner = await _userService.GetUserByIdAsync(ownerUserId);
         if (owner == null)
@@ -111,7 +112,20 @@ public class ProviderService : IProviderService
         {
             throw new BadRequestException("Both address and postal code are required to set up your provider.");
         }
-        var customer = await _providerBillingService.SetupCustomer(provider, taxInfo);
+
+        var requireProviderPaymentMethodDuringSetup =
+            _featureService.IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup);
+
+        if (requireProviderPaymentMethodDuringSetup && tokenizedPaymentSource is not
+            {
+                Type: PaymentMethodType.BankAccount or PaymentMethodType.Card or PaymentMethodType.PayPal,
+                Token: not null and not ""
+            })
+        {
+            throw new BadRequestException("A payment method is required to set up your provider.");
+        }
+
+        var customer = await _providerBillingService.SetupCustomer(provider, taxInfo, tokenizedPaymentSource);
         provider.GatewayCustomerId = customer.Id;
         var subscription = await _providerBillingService.SetupSubscription(provider);
         provider.GatewaySubscriptionId = subscription.Id;

bitwarden_license/src/Commercial.Core/Billing/ProviderBillingService.cs

@@ -6,9 +6,11 @@ using Bit.Core.AdminConsole.Entities.Provider;
 using Bit.Core.AdminConsole.Enums.Provider;
 using Bit.Core.AdminConsole.Repositories;
 using Bit.Core.Billing;
+using Bit.Core.Billing.Caches;
 using Bit.Core.Billing.Constants;
 using Bit.Core.Billing.Entities;
 using Bit.Core.Billing.Enums;
+using Bit.Core.Billing.Extensions;
 using Bit.Core.Billing.Models;
 using Bit.Core.Billing.Pricing;
 using Bit.Core.Billing.Repositories;
@@ -21,14 +23,20 @@ using Bit.Core.Models.Business;
 using Bit.Core.Repositories;
 using Bit.Core.Services;
 using Bit.Core.Settings;
+using Braintree;
 using CsvHelper;
 using Microsoft.Extensions.DependencyInjection;
 using Microsoft.Extensions.Logging;
 using Stripe;
 
+using static Bit.Core.Billing.Utilities;
+using Customer = Stripe.Customer;
+using Subscription = Stripe.Subscription;
+
 namespace Bit.Commercial.Core.Billing;
 
 public class ProviderBillingService(
+    IBraintreeGateway braintreeGateway,
     IEventService eventService,
     IFeatureService featureService,
     IGlobalSettings globalSettings,
@@ -39,6 +47,7 @@ public class ProviderBillingService(
     IProviderOrganizationRepository providerOrganizationRepository,
     IProviderPlanRepository providerPlanRepository,
     IProviderUserRepository providerUserRepository,
+    ISetupIntentCache setupIntentCache,
     IStripeAdapter stripeAdapter,
     ISubscriberService subscriberService,
     ITaxService taxService,
@@ -463,7 +472,8 @@ public class ProviderBillingService(
 
     public async Task<Customer> SetupCustomer(
         Provider provider,
-        TaxInfo taxInfo)
+        TaxInfo taxInfo,
+        TokenizedPaymentSource tokenizedPaymentSource = null)
     {
         if (taxInfo is not
             {
@@ -532,13 +542,97 @@ public class ProviderBillingService(
             options.Coupon = provider.DiscountId;
         }
 
+        var requireProviderPaymentMethodDuringSetup =
+            featureService.IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup);
+
+        var braintreeCustomerId = "";
+
+        if (requireProviderPaymentMethodDuringSetup)
+        {
+            if (tokenizedPaymentSource is not
+                {
+                    Type: PaymentMethodType.BankAccount or PaymentMethodType.Card or PaymentMethodType.PayPal,
+                    Token: not null and not ""
+                })
+            {
+                logger.LogError("Cannot create customer for provider ({ProviderID}) without a payment method", provider.Id);
+                throw new BillingException();
+            }
+
+            var (type, token) = tokenizedPaymentSource;
+
+            // ReSharper disable once SwitchStatementMissingSomeEnumCasesNoDefault
+            switch (type)
+            {
+                case PaymentMethodType.BankAccount:
+                    {
+                        var setupIntent =
+                            (await stripeAdapter.SetupIntentList(new SetupIntentListOptions { PaymentMethod = token }))
+                            .FirstOrDefault();
+
+                        if (setupIntent == null)
+                        {
+                            logger.LogError("Cannot create customer for provider ({ProviderID}) without a setup intent for their bank account", provider.Id);
+                            throw new BillingException();
+                        }
+
+                        await setupIntentCache.Set(provider.Id, setupIntent.Id);
+                        break;
+                    }
+                case PaymentMethodType.Card:
+                    {
+                        options.PaymentMethod = token;
+                        options.InvoiceSettings.DefaultPaymentMethod = token;
+                        break;
+                    }
+                case PaymentMethodType.PayPal:
+                    {
+                        braintreeCustomerId = await subscriberService.CreateBraintreeCustomer(provider, token);
+                        options.Metadata[BraintreeCustomerIdKey] = braintreeCustomerId;
+                        break;
+                    }
+            }
+        }
+
         try
         {
             return await stripeAdapter.CustomerCreateAsync(options);
         }
-        catch (StripeException stripeException) when (stripeException.StripeError?.Code == StripeConstants.ErrorCodes.TaxIdInvalid)
+        catch (StripeException stripeException) when (stripeException.StripeError?.Code ==
+                                                      StripeConstants.ErrorCodes.TaxIdInvalid)
         {
-            throw new BadRequestException("Your tax ID wasn't recognized for your selected country. Please ensure your country and tax ID are valid.");
+            await Revert();
+            throw new BadRequestException(
+                "Your tax ID wasn't recognized for your selected country. Please ensure your country and tax ID are valid.");
+        }
+        catch
+        {
+            await Revert();
+            throw;
+        }
+
+        async Task Revert()
+        {
+            if (requireProviderPaymentMethodDuringSetup && tokenizedPaymentSource != null)
+            {
+                // ReSharper disable once SwitchStatementMissingSomeEnumCasesNoDefault
+                switch (tokenizedPaymentSource.Type)
+                {
+                    case PaymentMethodType.BankAccount:
+                        {
+                            var setupIntentId = await setupIntentCache.Get(provider.Id);
+                            await stripeAdapter.SetupIntentCancel(setupIntentId,
+                                new SetupIntentCancelOptions { CancellationReason = "abandoned" });
+                            await setupIntentCache.Remove(provider.Id);
+                            break;
+                        }
+                    case PaymentMethodType.PayPal when !string.IsNullOrEmpty(braintreeCustomerId):
+                        {
+                            await braintreeGateway.Customer.DeleteAsync(braintreeCustomerId);
+                            break;
+                        }
+                }
+            }
         }
     }
 
@@ -580,18 +674,38 @@ public class ProviderBillingService(
             });
         }
 
+        var requireProviderPaymentMethodDuringSetup =
+            featureService.IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup);
+
+        var setupIntentId = await setupIntentCache.Get(provider.Id);
+
+        var setupIntent = !string.IsNullOrEmpty(setupIntentId)
+            ? await stripeAdapter.SetupIntentGet(setupIntentId, new SetupIntentGetOptions
+            {
+                Expand = ["payment_method"]
+            })
+            : null;
+
+        var usePaymentMethod =
+            requireProviderPaymentMethodDuringSetup &&
+            (!string.IsNullOrEmpty(customer.InvoiceSettings.DefaultPaymentMethodId) ||
+             customer.Metadata.ContainsKey(BraintreeCustomerIdKey) ||
+             setupIntent.IsUnverifiedBankAccount());
+
         var subscriptionCreateOptions = new SubscriptionCreateOptions
         {
-            CollectionMethod = StripeConstants.CollectionMethod.SendInvoice,
+            CollectionMethod = usePaymentMethod ?
+                StripeConstants.CollectionMethod.ChargeAutomatically : StripeConstants.CollectionMethod.SendInvoice,
             Customer = customer.Id,
-            DaysUntilDue = 30,
+            DaysUntilDue = usePaymentMethod ? null : 30,
             Items = subscriptionItemOptionsList,
             Metadata = new Dictionary<string, string>
             {
                 { "providerId", provider.Id.ToString() }
             },
             OffSession = true,
-            ProrationBehavior = StripeConstants.ProrationBehavior.CreateProrations
+            ProrationBehavior = StripeConstants.ProrationBehavior.CreateProrations,
+            TrialPeriodDays = usePaymentMethod ? 14 : null
         };
 
         if (featureService.IsEnabled(FeatureFlagKeys.PM19147_AutomaticTaxImprovements))
@@ -607,7 +721,10 @@ public class ProviderBillingService(
         {
             var subscription = await stripeAdapter.SubscriptionCreateAsync(subscriptionCreateOptions);
 
-            if (subscription.Status == StripeConstants.SubscriptionStatus.Active)
+            if (subscription is
+                {
+                    Status: StripeConstants.SubscriptionStatus.Active or StripeConstants.SubscriptionStatus.Trialing
+                })
             {
                 return subscription;
             }

bitwarden_license/test/Commercial.Core.Test/AdminConsole/Services/ProviderServiceTests.cs

@@ -1,5 +1,6 @@
 using Bit.Commercial.Core.AdminConsole.Services;
 using Bit.Commercial.Core.Test.AdminConsole.AutoFixture;
+using Bit.Core;
 using Bit.Core.AdminConsole.Entities;
 using Bit.Core.AdminConsole.Entities.Provider;
 using Bit.Core.AdminConsole.Enums.Provider;
@@ -7,6 +8,7 @@ using Bit.Core.AdminConsole.Models.Business.Provider;
 using Bit.Core.AdminConsole.Models.Business.Tokenables;
 using Bit.Core.AdminConsole.Repositories;
 using Bit.Core.Billing.Enums;
+using Bit.Core.Billing.Models;
 using Bit.Core.Billing.Pricing;
 using Bit.Core.Billing.Services;
 using Bit.Core.Context;
@@ -38,7 +40,7 @@ public class ProviderServiceTests
     public async Task CompleteSetupAsync_UserIdIsInvalid_Throws(SutProvider<ProviderService> sutProvider)
     {
         var exception = await Assert.ThrowsAsync<BadRequestException>(
-            () => sutProvider.Sut.CompleteSetupAsync(default, default, default, default));
+            () => sutProvider.Sut.CompleteSetupAsync(default, default, default, default, null));
         Assert.Contains("Invalid owner.", exception.Message);
     }
 
@@ -50,12 +52,85 @@ public class ProviderServiceTests
         userService.GetUserByIdAsync(user.Id).Returns(user);
 
         var exception = await Assert.ThrowsAsync<BadRequestException>(
-            () => sutProvider.Sut.CompleteSetupAsync(provider, user.Id, default, default));
+            () => sutProvider.Sut.CompleteSetupAsync(provider, user.Id, default, default, null));
         Assert.Contains("Invalid token.", exception.Message);
     }
 
     [Theory, BitAutoData]
-    public async Task CompleteSetupAsync_Success(User user, Provider provider, string key, TaxInfo taxInfo,
+    public async Task CompleteSetupAsync_InvalidTaxInfo_ThrowsBadRequestException(
+        User user,
+        Provider provider,
+        string key,
+        TaxInfo taxInfo,
+        TokenizedPaymentSource tokenizedPaymentSource,
+        [ProviderUser] ProviderUser providerUser,
+        SutProvider<ProviderService> sutProvider)
+    {
+        providerUser.ProviderId = provider.Id;
+        providerUser.UserId = user.Id;
+        var userService = sutProvider.GetDependency<IUserService>();
+        userService.GetUserByIdAsync(user.Id).Returns(user);
+
+        var providerUserRepository = sutProvider.GetDependency<IProviderUserRepository>();
+        providerUserRepository.GetByProviderUserAsync(provider.Id, user.Id).Returns(providerUser);
+
+        var dataProtectionProvider = DataProtectionProvider.Create("ApplicationName");
+        var protector = dataProtectionProvider.CreateProtector("ProviderServiceDataProtector");
+        sutProvider.GetDependency<IDataProtectionProvider>().CreateProtector("ProviderServiceDataProtector")
+            .Returns(protector);
+
+        sutProvider.Create();
+
+        var token = protector.Protect($"ProviderSetupInvite {provider.Id} {user.Email} {CoreHelpers.ToEpocMilliseconds(DateTime.UtcNow)}");
+
+        taxInfo.BillingAddressCountry = null;
+
+        var exception = await Assert.ThrowsAsync<BadRequestException>(() =>
+            sutProvider.Sut.CompleteSetupAsync(provider, user.Id, token, key, taxInfo, tokenizedPaymentSource));
+
+        Assert.Equal("Both address and postal code are required to set up your provider.", exception.Message);
+    }
+
+    [Theory, BitAutoData]
+    public async Task CompleteSetupAsync_InvalidTokenizedPaymentSource_ThrowsBadRequestException(
+        User user,
+        Provider provider,
+        string key,
+        TaxInfo taxInfo,
+        TokenizedPaymentSource tokenizedPaymentSource,
+        [ProviderUser] ProviderUser providerUser,
+        SutProvider<ProviderService> sutProvider)
+    {
+        providerUser.ProviderId = provider.Id;
+        providerUser.UserId = user.Id;
+        var userService = sutProvider.GetDependency<IUserService>();
+        userService.GetUserByIdAsync(user.Id).Returns(user);
+
+        var providerUserRepository = sutProvider.GetDependency<IProviderUserRepository>();
+        providerUserRepository.GetByProviderUserAsync(provider.Id, user.Id).Returns(providerUser);
+
+        var dataProtectionProvider = DataProtectionProvider.Create("ApplicationName");
+        var protector = dataProtectionProvider.CreateProtector("ProviderServiceDataProtector");
+        sutProvider.GetDependency<IDataProtectionProvider>().CreateProtector("ProviderServiceDataProtector")
+            .Returns(protector);
+
+        sutProvider.Create();
+
+        var token = protector.Protect($"ProviderSetupInvite {provider.Id} {user.Email} {CoreHelpers.ToEpocMilliseconds(DateTime.UtcNow)}");
+
+        sutProvider.GetDependency<IFeatureService>()
+            .IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup).Returns(true);
+
+        tokenizedPaymentSource = tokenizedPaymentSource with { Type = PaymentMethodType.BitPay };
+
+        var exception = await Assert.ThrowsAsync<BadRequestException>(() =>
+            sutProvider.Sut.CompleteSetupAsync(provider, user.Id, token, key, taxInfo, tokenizedPaymentSource));
+
+        Assert.Equal("A payment method is required to set up your provider.", exception.Message);
+    }
+
+    [Theory, BitAutoData]
+    public async Task CompleteSetupAsync_Success(User user, Provider provider, string key, TaxInfo taxInfo, TokenizedPaymentSource tokenizedPaymentSource,
             [ProviderUser] ProviderUser providerUser,
             SutProvider<ProviderService> sutProvider)
     {
@@ -75,7 +150,7 @@ public class ProviderServiceTests
         var providerBillingService = sutProvider.GetDependency<IProviderBillingService>();
 
         var customer = new Customer { Id = "customer_id" };
-        providerBillingService.SetupCustomer(provider, taxInfo).Returns(customer);
+        providerBillingService.SetupCustomer(provider, taxInfo, tokenizedPaymentSource).Returns(customer);
 
         var subscription = new Subscription { Id = "subscription_id" };
         providerBillingService.SetupSubscription(provider).Returns(subscription);
@@ -84,7 +159,7 @@ public class ProviderServiceTests
 
         var token = protector.Protect($"ProviderSetupInvite {provider.Id} {user.Email} {CoreHelpers.ToEpocMilliseconds(DateTime.UtcNow)}");
 
-        await sutProvider.Sut.CompleteSetupAsync(provider, user.Id, token, key, taxInfo);
+        await sutProvider.Sut.CompleteSetupAsync(provider, user.Id, token, key, taxInfo, tokenizedPaymentSource);
 
         await sutProvider.GetDependency<IProviderRepository>().Received().UpsertAsync(Arg.Is<Provider>(
             p =>

bitwarden_license/test/Commercial.Core.Test/Billing/ProviderBillingServiceTests.cs

@@ -2,14 +2,17 @@
 using System.Net;
 using Bit.Commercial.Core.Billing;
 using Bit.Commercial.Core.Billing.Models;
+using Bit.Core;
 using Bit.Core.AdminConsole.Entities;
 using Bit.Core.AdminConsole.Entities.Provider;
 using Bit.Core.AdminConsole.Enums.Provider;
 using Bit.Core.AdminConsole.Models.Data.Provider;
 using Bit.Core.AdminConsole.Repositories;
+using Bit.Core.Billing.Caches;
 using Bit.Core.Billing.Constants;
 using Bit.Core.Billing.Entities;
 using Bit.Core.Billing.Enums;
+using Bit.Core.Billing.Models;
 using Bit.Core.Billing.Pricing;
 using Bit.Core.Billing.Repositories;
 using Bit.Core.Billing.Services;
@@ -24,11 +27,17 @@ using Bit.Core.Settings;
 using Bit.Core.Utilities;
 using Bit.Test.Common.AutoFixture;
 using Bit.Test.Common.AutoFixture.Attributes;
+using Braintree;
 using CsvHelper;
 using NSubstitute;
+using NSubstitute.ExceptionExtensions;
 using Stripe;
 using Xunit;
 using static Bit.Core.Test.Billing.Utilities;
+using Address = Stripe.Address;
+using Customer = Stripe.Customer;
+using PaymentMethod = Stripe.PaymentMethod;
+using Subscription = Stripe.Subscription;
 
 namespace Bit.Commercial.Core.Test.Billing;
 
@@ -833,7 +842,7 @@ public class ProviderBillingServiceTests
     }
 
     [Theory, BitAutoData]
-    public async Task SetupCustomer_Success(
+    public async Task SetupCustomer_NoPaymentMethod_Success(
         SutProvider<ProviderBillingService> sutProvider,
         Provider provider,
         TaxInfo taxInfo)
@@ -877,6 +886,301 @@ public class ProviderBillingServiceTests
         Assert.Equivalent(expected, actual);
     }
 
+    [Theory, BitAutoData]
+    public async Task SetupCustomer_InvalidRequiredPaymentMethod_ThrowsBillingException(
+        SutProvider<ProviderBillingService> sutProvider,
+        Provider provider,
+        TaxInfo taxInfo,
+        TokenizedPaymentSource tokenizedPaymentSource)
+    {
+        provider.Name = "MSP";
+
+        sutProvider.GetDependency<ITaxService>()
+            .GetStripeTaxCode(Arg.Is<string>(
+                    p => p == taxInfo.BillingAddressCountry),
+                Arg.Is<string>(p => p == taxInfo.TaxIdNumber))
+            .Returns(taxInfo.TaxIdType);
+
+        taxInfo.BillingAddressCountry = "AD";
+
+        sutProvider.GetDependency<IFeatureService>()
+            .IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup).Returns(true);
+
+        tokenizedPaymentSource = tokenizedPaymentSource with { Type = PaymentMethodType.BitPay };
+
+        await ThrowsBillingExceptionAsync(() =>
+            sutProvider.Sut.SetupCustomer(provider, taxInfo, tokenizedPaymentSource));
+    }
+
+    [Theory, BitAutoData]
+    public async Task SetupCustomer_WithBankAccount_Error_Reverts(
+        SutProvider<ProviderBillingService> sutProvider,
+        Provider provider,
+        TaxInfo taxInfo)
+    {
+        provider.Name = "MSP";
+
+        sutProvider.GetDependency<ITaxService>()
+            .GetStripeTaxCode(Arg.Is<string>(
+                    p => p == taxInfo.BillingAddressCountry),
+                Arg.Is<string>(p => p == taxInfo.TaxIdNumber))
+            .Returns(taxInfo.TaxIdType);
+
+        taxInfo.BillingAddressCountry = "AD";
+
+        var stripeAdapter = sutProvider.GetDependency<IStripeAdapter>();
+
+        var tokenizedPaymentSource = new TokenizedPaymentSource(PaymentMethodType.BankAccount, "token");
+
+        sutProvider.GetDependency<IFeatureService>()
+            .IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup).Returns(true);
+
+        stripeAdapter.SetupIntentList(Arg.Is<SetupIntentListOptions>(options =>
+            options.PaymentMethod == tokenizedPaymentSource.Token)).Returns([
+            new SetupIntent { Id = "setup_intent_id" }
+        ]);
+
+        stripeAdapter.CustomerCreateAsync(Arg.Is<CustomerCreateOptions>(o =>
+                o.Address.Country == taxInfo.BillingAddressCountry &&
+                o.Address.PostalCode == taxInfo.BillingAddressPostalCode &&
+                o.Address.Line1 == taxInfo.BillingAddressLine1 &&
+                o.Address.Line2 == taxInfo.BillingAddressLine2 &&
+                o.Address.City == taxInfo.BillingAddressCity &&
+                o.Address.State == taxInfo.BillingAddressState &&
+                o.Description == WebUtility.HtmlDecode(provider.BusinessName) &&
+                o.Email == provider.BillingEmail &&
+                o.InvoiceSettings.CustomFields.FirstOrDefault().Name == "Provider" &&
+                o.InvoiceSettings.CustomFields.FirstOrDefault().Value == "MSP" &&
+                o.Metadata["region"] == "" &&
+                o.TaxIdData.FirstOrDefault().Type == taxInfo.TaxIdType &&
+                o.TaxIdData.FirstOrDefault().Value == taxInfo.TaxIdNumber))
+            .Throws<StripeException>();
+
+        sutProvider.GetDependency<ISetupIntentCache>().Get(provider.Id).Returns("setup_intent_id");
+
+        await Assert.ThrowsAsync<StripeException>(() =>
+            sutProvider.Sut.SetupCustomer(provider, taxInfo, tokenizedPaymentSource));
+
+        await sutProvider.GetDependency<ISetupIntentCache>().Received(1).Set(provider.Id, "setup_intent_id");
+
+        await stripeAdapter.Received(1).SetupIntentCancel("setup_intent_id", Arg.Is<SetupIntentCancelOptions>(options =>
+            options.CancellationReason == "abandoned"));
+
+        await sutProvider.GetDependency<ISetupIntentCache>().Received(1).Remove(provider.Id);
+    }
+
+    [Theory, BitAutoData]
+    public async Task SetupCustomer_WithPayPal_Error_Reverts(
+        SutProvider<ProviderBillingService> sutProvider,
+        Provider provider,
+        TaxInfo taxInfo)
+    {
+        provider.Name = "MSP";
+
+        sutProvider.GetDependency<ITaxService>()
+            .GetStripeTaxCode(Arg.Is<string>(
+                    p => p == taxInfo.BillingAddressCountry),
+                Arg.Is<string>(p => p == taxInfo.TaxIdNumber))
+            .Returns(taxInfo.TaxIdType);
+
+        taxInfo.BillingAddressCountry = "AD";
+
+        var stripeAdapter = sutProvider.GetDependency<IStripeAdapter>();
+
+        var tokenizedPaymentSource = new TokenizedPaymentSource(PaymentMethodType.PayPal, "token");
+
+        sutProvider.GetDependency<IFeatureService>()
+            .IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup).Returns(true);
+
+        sutProvider.GetDependency<ISubscriberService>().CreateBraintreeCustomer(provider, tokenizedPaymentSource.Token)
+            .Returns("braintree_customer_id");
+
+        stripeAdapter.CustomerCreateAsync(Arg.Is<CustomerCreateOptions>(o =>
+                o.Address.Country == taxInfo.BillingAddressCountry &&
+                o.Address.PostalCode == taxInfo.BillingAddressPostalCode &&
+                o.Address.Line1 == taxInfo.BillingAddressLine1 &&
+                o.Address.Line2 == taxInfo.BillingAddressLine2 &&
+                o.Address.City == taxInfo.BillingAddressCity &&
+                o.Address.State == taxInfo.BillingAddressState &&
+                o.Description == WebUtility.HtmlDecode(provider.BusinessName) &&
+                o.Email == provider.BillingEmail &&
+                o.InvoiceSettings.CustomFields.FirstOrDefault().Name == "Provider" &&
+                o.InvoiceSettings.CustomFields.FirstOrDefault().Value == "MSP" &&
+                o.Metadata["region"] == "" &&
+                o.Metadata["btCustomerId"] == "braintree_customer_id" &&
+                o.TaxIdData.FirstOrDefault().Type == taxInfo.TaxIdType &&
+                o.TaxIdData.FirstOrDefault().Value == taxInfo.TaxIdNumber))
+            .Throws<StripeException>();
+
+        await Assert.ThrowsAsync<StripeException>(() =>
+            sutProvider.Sut.SetupCustomer(provider, taxInfo, tokenizedPaymentSource));
+
+        await sutProvider.GetDependency<IBraintreeGateway>().Customer.Received(1).DeleteAsync("braintree_customer_id");
+    }
+
+    [Theory, BitAutoData]
+    public async Task SetupCustomer_WithBankAccount_Success(
+        SutProvider<ProviderBillingService> sutProvider,
+        Provider provider,
+        TaxInfo taxInfo)
+    {
+        provider.Name = "MSP";
+
+        sutProvider.GetDependency<ITaxService>()
+            .GetStripeTaxCode(Arg.Is<string>(
+                    p => p == taxInfo.BillingAddressCountry),
+                Arg.Is<string>(p => p == taxInfo.TaxIdNumber))
+            .Returns(taxInfo.TaxIdType);
+
+        taxInfo.BillingAddressCountry = "AD";
+
+        var stripeAdapter = sutProvider.GetDependency<IStripeAdapter>();
+
+        var expected = new Customer
+        {
+            Id = "customer_id",
+            Tax = new CustomerTax { AutomaticTax = StripeConstants.AutomaticTaxStatus.Supported }
+        };
+
+        var tokenizedPaymentSource = new TokenizedPaymentSource(PaymentMethodType.BankAccount, "token");
+
+        sutProvider.GetDependency<IFeatureService>()
+            .IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup).Returns(true);
+
+        stripeAdapter.SetupIntentList(Arg.Is<SetupIntentListOptions>(options =>
+            options.PaymentMethod == tokenizedPaymentSource.Token)).Returns([
+            new SetupIntent { Id = "setup_intent_id" }
+        ]);
+
+        stripeAdapter.CustomerCreateAsync(Arg.Is<CustomerCreateOptions>(o =>
+                o.Address.Country == taxInfo.BillingAddressCountry &&
+                o.Address.PostalCode == taxInfo.BillingAddressPostalCode &&
+                o.Address.Line1 == taxInfo.BillingAddressLine1 &&
+                o.Address.Line2 == taxInfo.BillingAddressLine2 &&
+                o.Address.City == taxInfo.BillingAddressCity &&
+                o.Address.State == taxInfo.BillingAddressState &&
+                o.Description == WebUtility.HtmlDecode(provider.BusinessName) &&
+                o.Email == provider.BillingEmail &&
+                o.InvoiceSettings.CustomFields.FirstOrDefault().Name == "Provider" &&
+                o.InvoiceSettings.CustomFields.FirstOrDefault().Value == "MSP" &&
+                o.Metadata["region"] == "" &&
+                o.TaxIdData.FirstOrDefault().Type == taxInfo.TaxIdType &&
+                o.TaxIdData.FirstOrDefault().Value == taxInfo.TaxIdNumber))
+            .Returns(expected);
+
+        var actual = await sutProvider.Sut.SetupCustomer(provider, taxInfo, tokenizedPaymentSource);
+
+        Assert.Equivalent(expected, actual);
+
+        await sutProvider.GetDependency<ISetupIntentCache>().Received(1).Set(provider.Id, "setup_intent_id");
+    }
+
+    [Theory, BitAutoData]
+    public async Task SetupCustomer_WithPayPal_Success(
+        SutProvider<ProviderBillingService> sutProvider,
+        Provider provider,
+        TaxInfo taxInfo)
+    {
+        provider.Name = "MSP";
+
+        sutProvider.GetDependency<ITaxService>()
+            .GetStripeTaxCode(Arg.Is<string>(
+                    p => p == taxInfo.BillingAddressCountry),
+                Arg.Is<string>(p => p == taxInfo.TaxIdNumber))
+            .Returns(taxInfo.TaxIdType);
+
+        taxInfo.BillingAddressCountry = "AD";
+
+        var stripeAdapter = sutProvider.GetDependency<IStripeAdapter>();
+
+        var expected = new Customer
+        {
+            Id = "customer_id",
+            Tax = new CustomerTax { AutomaticTax = StripeConstants.AutomaticTaxStatus.Supported }
+        };
+
+        var tokenizedPaymentSource = new TokenizedPaymentSource(PaymentMethodType.PayPal, "token");
+
+        sutProvider.GetDependency<IFeatureService>()
+            .IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup).Returns(true);
+
+        sutProvider.GetDependency<ISubscriberService>().CreateBraintreeCustomer(provider, tokenizedPaymentSource.Token)
+            .Returns("braintree_customer_id");
+
+        stripeAdapter.CustomerCreateAsync(Arg.Is<CustomerCreateOptions>(o =>
+                o.Address.Country == taxInfo.BillingAddressCountry &&
+                o.Address.PostalCode == taxInfo.BillingAddressPostalCode &&
+                o.Address.Line1 == taxInfo.BillingAddressLine1 &&
+                o.Address.Line2 == taxInfo.BillingAddressLine2 &&
+                o.Address.City == taxInfo.BillingAddressCity &&
+                o.Address.State == taxInfo.BillingAddressState &&
+                o.Description == WebUtility.HtmlDecode(provider.BusinessName) &&
+                o.Email == provider.BillingEmail &&
+                o.InvoiceSettings.CustomFields.FirstOrDefault().Name == "Provider" &&
+                o.InvoiceSettings.CustomFields.FirstOrDefault().Value == "MSP" &&
+                o.Metadata["region"] == "" &&
+                o.Metadata["btCustomerId"] == "braintree_customer_id" &&
+                o.TaxIdData.FirstOrDefault().Type == taxInfo.TaxIdType &&
+                o.TaxIdData.FirstOrDefault().Value == taxInfo.TaxIdNumber))
+            .Returns(expected);
+
+        var actual = await sutProvider.Sut.SetupCustomer(provider, taxInfo, tokenizedPaymentSource);
+
+        Assert.Equivalent(expected, actual);
+    }
+
+    [Theory, BitAutoData]
+    public async Task SetupCustomer_WithCard_Success(
+        SutProvider<ProviderBillingService> sutProvider,
+        Provider provider,
+        TaxInfo taxInfo)
+    {
+        provider.Name = "MSP";
+
+        sutProvider.GetDependency<ITaxService>()
+            .GetStripeTaxCode(Arg.Is<string>(
+                    p => p == taxInfo.BillingAddressCountry),
+                Arg.Is<string>(p => p == taxInfo.TaxIdNumber))
+            .Returns(taxInfo.TaxIdType);
+
+        taxInfo.BillingAddressCountry = "AD";
+
+        var stripeAdapter = sutProvider.GetDependency<IStripeAdapter>();
+
+        var expected = new Customer
+        {
+            Id = "customer_id",
+            Tax = new CustomerTax { AutomaticTax = StripeConstants.AutomaticTaxStatus.Supported }
+        };
+
+        var tokenizedPaymentSource = new TokenizedPaymentSource(PaymentMethodType.Card, "token");
+
+        sutProvider.GetDependency<IFeatureService>()
+            .IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup).Returns(true);
+
+        stripeAdapter.CustomerCreateAsync(Arg.Is<CustomerCreateOptions>(o =>
+                o.Address.Country == taxInfo.BillingAddressCountry &&
+                o.Address.PostalCode == taxInfo.BillingAddressPostalCode &&
+                o.Address.Line1 == taxInfo.BillingAddressLine1 &&
+                o.Address.Line2 == taxInfo.BillingAddressLine2 &&
+                o.Address.City == taxInfo.BillingAddressCity &&
+                o.Address.State == taxInfo.BillingAddressState &&
+                o.Description == WebUtility.HtmlDecode(provider.BusinessName) &&
+                o.Email == provider.BillingEmail &&
+                o.PaymentMethod == tokenizedPaymentSource.Token &&
+                o.InvoiceSettings.DefaultPaymentMethod == tokenizedPaymentSource.Token &&
+                o.InvoiceSettings.CustomFields.FirstOrDefault().Name == "Provider" &&
+                o.InvoiceSettings.CustomFields.FirstOrDefault().Value == "MSP" &&
+                o.Metadata["region"] == "" &&
+                o.TaxIdData.FirstOrDefault().Type == taxInfo.TaxIdType &&
+                o.TaxIdData.FirstOrDefault().Value == taxInfo.TaxIdNumber))
+            .Returns(expected);
+
+        var actual = await sutProvider.Sut.SetupCustomer(provider, taxInfo, tokenizedPaymentSource);
+
+        Assert.Equivalent(expected, actual);
+    }
+
     [Theory, BitAutoData]
     public async Task SetupCustomer_Throws_BadRequestException_WhenTaxIdIsInvalid(
         SutProvider<ProviderBillingService> sutProvider,
@@ -1044,7 +1348,7 @@ public class ProviderBillingServiceTests
     }
 
     [Theory, BitAutoData]
-    public async Task SetupSubscription_Succeeds(
+    public async Task SetupSubscription_SendInvoice_Succeeds(
         SutProvider<ProviderBillingService> sutProvider,
         Provider provider)
     {
@@ -1127,6 +1431,303 @@ public class ProviderBillingServiceTests
         Assert.Equivalent(expected, actual);
     }
 
+    [Theory, BitAutoData]
+    public async Task SetupSubscription_ChargeAutomatically_HasCard_Succeeds(
+        SutProvider<ProviderBillingService> sutProvider,
+        Provider provider)
+    {
+        provider.Type = ProviderType.Msp;
+        provider.GatewaySubscriptionId = null;
+
+        var customer = new Customer
+        {
+            Id = "customer_id",
+            InvoiceSettings = new CustomerInvoiceSettings
+            {
+                DefaultPaymentMethodId = "pm_123"
+            },
+            Tax = new CustomerTax { AutomaticTax = StripeConstants.AutomaticTaxStatus.Supported }
+        };
+
+        sutProvider.GetDependency<ISubscriberService>()
+            .GetCustomerOrThrow(
+                provider,
+                Arg.Is<CustomerGetOptions>(p => p.Expand.Contains("tax") || p.Expand.Contains("tax_ids"))).Returns(customer);
+
+        var providerPlans = new List<ProviderPlan>
+        {
+            new()
+            {
+                Id = Guid.NewGuid(),
+                ProviderId = provider.Id,
+                PlanType = PlanType.TeamsMonthly,
+                SeatMinimum = 100,
+                PurchasedSeats = 0,
+                AllocatedSeats = 0
+            },
+            new()
+            {
+                Id = Guid.NewGuid(),
+                ProviderId = provider.Id,
+                PlanType = PlanType.EnterpriseMonthly,
+                SeatMinimum = 100,
+                PurchasedSeats = 0,
+                AllocatedSeats = 0
+            }
+        };
+
+        foreach (var plan in providerPlans)
+        {
+            sutProvider.GetDependency<IPricingClient>().GetPlanOrThrow(plan.PlanType)
+                .Returns(StaticStore.GetPlan(plan.PlanType));
+        }
+
+        sutProvider.GetDependency<IProviderPlanRepository>().GetByProviderId(provider.Id)
+            .Returns(providerPlans);
+
+        var expected = new Subscription { Id = "subscription_id", Status = StripeConstants.SubscriptionStatus.Active };
+
+        sutProvider.GetDependency<IAutomaticTaxStrategy>()
+            .When(x => x.SetCreateOptions(
+                Arg.Is<SubscriptionCreateOptions>(options =>
+                    options.Customer == "customer_id")
+                , Arg.Is<Customer>(p => p == customer)))
+            .Do(x =>
+            {
+                x.Arg<SubscriptionCreateOptions>().AutomaticTax = new SubscriptionAutomaticTaxOptions
+                {
+                    Enabled = true
+                };
+            });
+
+        sutProvider.GetDependency<IFeatureService>()
+            .IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup).Returns(true);
+
+        sutProvider.GetDependency<IStripeAdapter>().SubscriptionCreateAsync(Arg.Is<SubscriptionCreateOptions>(
+            sub =>
+                sub.AutomaticTax.Enabled == true &&
+                sub.CollectionMethod == StripeConstants.CollectionMethod.ChargeAutomatically &&
+                sub.Customer == "customer_id" &&
+                sub.DaysUntilDue == null &&
+                sub.Items.Count == 2 &&
+                sub.Items.ElementAt(0).Price == ProviderPriceAdapter.MSP.Active.Teams &&
+                sub.Items.ElementAt(0).Quantity == 100 &&
+                sub.Items.ElementAt(1).Price == ProviderPriceAdapter.MSP.Active.Enterprise &&
+                sub.Items.ElementAt(1).Quantity == 100 &&
+                sub.Metadata["providerId"] == provider.Id.ToString() &&
+                sub.OffSession == true &&
+                sub.ProrationBehavior == StripeConstants.ProrationBehavior.CreateProrations &&
+                sub.TrialPeriodDays == 14)).Returns(expected);
+
+        var actual = await sutProvider.Sut.SetupSubscription(provider);
+
+        Assert.Equivalent(expected, actual);
+    }
+
+    [Theory, BitAutoData]
+    public async Task SetupSubscription_ChargeAutomatically_HasBankAccount_Succeeds(
+        SutProvider<ProviderBillingService> sutProvider,
+        Provider provider)
+    {
+        provider.Type = ProviderType.Msp;
+        provider.GatewaySubscriptionId = null;
+
+        var customer = new Customer
+        {
+            Id = "customer_id",
+            InvoiceSettings = new CustomerInvoiceSettings(),
+            Metadata = new Dictionary<string, string>(),
+            Tax = new CustomerTax { AutomaticTax = StripeConstants.AutomaticTaxStatus.Supported }
+        };
+
+        sutProvider.GetDependency<ISubscriberService>()
+            .GetCustomerOrThrow(
+                provider,
+                Arg.Is<CustomerGetOptions>(p => p.Expand.Contains("tax") || p.Expand.Contains("tax_ids"))).Returns(customer);
+
+        var providerPlans = new List<ProviderPlan>
+        {
+            new()
+            {
+                Id = Guid.NewGuid(),
+                ProviderId = provider.Id,
+                PlanType = PlanType.TeamsMonthly,
+                SeatMinimum = 100,
+                PurchasedSeats = 0,
+                AllocatedSeats = 0
+            },
+            new()
+            {
+                Id = Guid.NewGuid(),
+                ProviderId = provider.Id,
+                PlanType = PlanType.EnterpriseMonthly,
+                SeatMinimum = 100,
+                PurchasedSeats = 0,
+                AllocatedSeats = 0
+            }
+        };
+
+        foreach (var plan in providerPlans)
+        {
+            sutProvider.GetDependency<IPricingClient>().GetPlanOrThrow(plan.PlanType)
+                .Returns(StaticStore.GetPlan(plan.PlanType));
+        }
+
+        sutProvider.GetDependency<IProviderPlanRepository>().GetByProviderId(provider.Id)
+            .Returns(providerPlans);
+
+        var expected = new Subscription { Id = "subscription_id", Status = StripeConstants.SubscriptionStatus.Active };
+
+        sutProvider.GetDependency<IAutomaticTaxStrategy>()
+            .When(x => x.SetCreateOptions(
+                Arg.Is<SubscriptionCreateOptions>(options =>
+                    options.Customer == "customer_id")
+                , Arg.Is<Customer>(p => p == customer)))
+            .Do(x =>
+            {
+                x.Arg<SubscriptionCreateOptions>().AutomaticTax = new SubscriptionAutomaticTaxOptions
+                {
+                    Enabled = true
+                };
+            });
+
+        sutProvider.GetDependency<IFeatureService>()
+            .IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup).Returns(true);
+
+        const string setupIntentId = "seti_123";
+
+        sutProvider.GetDependency<ISetupIntentCache>().Get(provider.Id).Returns(setupIntentId);
+
+        sutProvider.GetDependency<IStripeAdapter>().SetupIntentGet(setupIntentId, Arg.Is<SetupIntentGetOptions>(options =>
+            options.Expand.Contains("payment_method"))).Returns(new SetupIntent
+            {
+                Id = setupIntentId,
+                Status = "requires_action",
+                NextAction = new SetupIntentNextAction
+                {
+                    VerifyWithMicrodeposits = new SetupIntentNextActionVerifyWithMicrodeposits()
+                },
+                PaymentMethod = new PaymentMethod
+                {
+                    UsBankAccount = new PaymentMethodUsBankAccount()
+                }
+            });
+
+        sutProvider.GetDependency<IStripeAdapter>().SubscriptionCreateAsync(Arg.Is<SubscriptionCreateOptions>(
+            sub =>
+                sub.AutomaticTax.Enabled == true &&
+                sub.CollectionMethod == StripeConstants.CollectionMethod.ChargeAutomatically &&
+                sub.Customer == "customer_id" &&
+                sub.DaysUntilDue == null &&
+                sub.Items.Count == 2 &&
+                sub.Items.ElementAt(0).Price == ProviderPriceAdapter.MSP.Active.Teams &&
+                sub.Items.ElementAt(0).Quantity == 100 &&
+                sub.Items.ElementAt(1).Price == ProviderPriceAdapter.MSP.Active.Enterprise &&
+                sub.Items.ElementAt(1).Quantity == 100 &&
+                sub.Metadata["providerId"] == provider.Id.ToString() &&
+                sub.OffSession == true &&
+                sub.ProrationBehavior == StripeConstants.ProrationBehavior.CreateProrations &&
+                sub.TrialPeriodDays == 14)).Returns(expected);
+
+        var actual = await sutProvider.Sut.SetupSubscription(provider);
+
+        Assert.Equivalent(expected, actual);
+    }
+
+    [Theory, BitAutoData]
+    public async Task SetupSubscription_ChargeAutomatically_HasPayPal_Succeeds(
+        SutProvider<ProviderBillingService> sutProvider,
+        Provider provider)
+    {
+        provider.Type = ProviderType.Msp;
+        provider.GatewaySubscriptionId = null;
+
+        var customer = new Customer
+        {
+            Id = "customer_id",
+            InvoiceSettings = new CustomerInvoiceSettings(),
+            Metadata = new Dictionary<string, string>
+            {
+                ["btCustomerId"] = "braintree_customer_id"
+            },
+            Tax = new CustomerTax { AutomaticTax = StripeConstants.AutomaticTaxStatus.Supported }
+        };
+
+        sutProvider.GetDependency<ISubscriberService>()
+            .GetCustomerOrThrow(
+                provider,
+                Arg.Is<CustomerGetOptions>(p => p.Expand.Contains("tax") || p.Expand.Contains("tax_ids"))).Returns(customer);
+
+        var providerPlans = new List<ProviderPlan>
+        {
+            new()
+            {
+                Id = Guid.NewGuid(),
+                ProviderId = provider.Id,
+                PlanType = PlanType.TeamsMonthly,
+                SeatMinimum = 100,
+                PurchasedSeats = 0,
+                AllocatedSeats = 0
+            },
+            new()
+            {
+                Id = Guid.NewGuid(),
+                ProviderId = provider.Id,
+                PlanType = PlanType.EnterpriseMonthly,
+                SeatMinimum = 100,
+                PurchasedSeats = 0,
+                AllocatedSeats = 0
+            }
+        };
+
+        foreach (var plan in providerPlans)
+        {
+            sutProvider.GetDependency<IPricingClient>().GetPlanOrThrow(plan.PlanType)
+                .Returns(StaticStore.GetPlan(plan.PlanType));
+        }
+
+        sutProvider.GetDependency<IProviderPlanRepository>().GetByProviderId(provider.Id)
+            .Returns(providerPlans);
+
+        var expected = new Subscription { Id = "subscription_id", Status = StripeConstants.SubscriptionStatus.Active };
+
+        sutProvider.GetDependency<IAutomaticTaxStrategy>()
+            .When(x => x.SetCreateOptions(
+                Arg.Is<SubscriptionCreateOptions>(options =>
+                    options.Customer == "customer_id")
+                , Arg.Is<Customer>(p => p == customer)))
+            .Do(x =>
+            {
+                x.Arg<SubscriptionCreateOptions>().AutomaticTax = new SubscriptionAutomaticTaxOptions
+                {
+                    Enabled = true
+                };
+            });
+
+        sutProvider.GetDependency<IFeatureService>()
+            .IsEnabled(FeatureFlagKeys.PM19956_RequireProviderPaymentMethodDuringSetup).Returns(true);
+
+        sutProvider.GetDependency<IStripeAdapter>().SubscriptionCreateAsync(Arg.Is<SubscriptionCreateOptions>(
+            sub =>
+                sub.AutomaticTax.Enabled == true &&
+                sub.CollectionMethod == StripeConstants.CollectionMethod.ChargeAutomatically &&
+                sub.Customer == "customer_id" &&
+                sub.DaysUntilDue == null &&
+                sub.Items.Count == 2 &&
+                sub.Items.ElementAt(0).Price == ProviderPriceAdapter.MSP.Active.Teams &&
+                sub.Items.ElementAt(0).Quantity == 100 &&
+                sub.Items.ElementAt(1).Price == ProviderPriceAdapter.MSP.Active.Enterprise &&
+                sub.Items.ElementAt(1).Quantity == 100 &&
+                sub.Metadata["providerId"] == provider.Id.ToString() &&
+                sub.OffSession == true &&
+                sub.ProrationBehavior == StripeConstants.ProrationBehavior.CreateProrations &&
+                sub.TrialPeriodDays == 14)).Returns(expected);
+
+        var actual = await sutProvider.Sut.SetupSubscription(provider);
+
+        Assert.Equivalent(expected, actual);
+    }
+
     #endregion
 
     #region UpdateSeatMinimums

src/Api/AdminConsole/Controllers/ProvidersController.cs

@@ -84,22 +84,22 @@ public class ProvidersController : Controller
 
         var userId = _userService.GetProperUserId(User).Value;
 
-        var taxInfo = model.TaxInfo != null
-            ? new TaxInfo
-            {
-                BillingAddressCountry = model.TaxInfo.Country,
-                BillingAddressPostalCode = model.TaxInfo.PostalCode,
-                TaxIdNumber = model.TaxInfo.TaxId,
-                BillingAddressLine1 = model.TaxInfo.Line1,
-                BillingAddressLine2 = model.TaxInfo.Line2,
-                BillingAddressCity = model.TaxInfo.City,
-                BillingAddressState = model.TaxInfo.State
-            }
-            : null;
+        var taxInfo = new TaxInfo
+        {
+            BillingAddressCountry = model.TaxInfo.Country,
+            BillingAddressPostalCode = model.TaxInfo.PostalCode,
+            TaxIdNumber = model.TaxInfo.TaxId,
+            BillingAddressLine1 = model.TaxInfo.Line1,
+            BillingAddressLine2 = model.TaxInfo.Line2,
+            BillingAddressCity = model.TaxInfo.City,
+            BillingAddressState = model.TaxInfo.State
+        };
+
+        var tokenizedPaymentSource = model.PaymentSource?.ToDomain();
 
         var response =
             await _providerService.CompleteSetupAsync(model.ToProvider(provider), userId, model.Token, model.Key,
-                taxInfo);
+                taxInfo, tokenizedPaymentSource);
 
         return new ProviderResponseModel(response);
     }

src/Api/AdminConsole/Models/Request/Providers/ProviderSetupRequestModel.cs

@@ -1,5 +1,6 @@
 using System.ComponentModel.DataAnnotations;
 using System.Text.Json.Serialization;
+using Bit.Api.Billing.Models.Requests;
 using Bit.Api.Models.Request;
 using Bit.Core.AdminConsole.Entities.Provider;
 using Bit.Core.Utilities;
@@ -23,7 +24,9 @@ public class ProviderSetupRequestModel
     public string Token { get; set; }
     [Required]
     public string Key { get; set; }
+    [Required]
     public ExpandedTaxInfoUpdateRequestModel TaxInfo { get; set; }
+    public TokenizedPaymentSourceRequestBody PaymentSource { get; set; }
 
     public virtual Provider ToProvider(Provider provider)
     {

src/Core/AdminConsole/Services/IProviderService.cs

@@ -1,5 +1,6 @@
 using Bit.Core.AdminConsole.Entities.Provider;
 using Bit.Core.AdminConsole.Models.Business.Provider;
+using Bit.Core.Billing.Models;
 using Bit.Core.Entities;
 using Bit.Core.Models.Business;
 
@@ -7,7 +8,8 @@ namespace Bit.Core.AdminConsole.Services;
 
 public interface IProviderService
 {
-    Task<Provider> CompleteSetupAsync(Provider provider, Guid ownerUserId, string token, string key, TaxInfo taxInfo = null);
+    Task<Provider> CompleteSetupAsync(Provider provider, Guid ownerUserId, string token, string key, TaxInfo taxInfo,
+        TokenizedPaymentSource tokenizedPaymentSource = null);
     Task UpdateAsync(Provider provider, bool updateBilling = false);
 
     Task<List<ProviderUser>> InviteUserAsync(ProviderUserInvite<string> invite);

src/Core/AdminConsole/Services/NoopImplementations/NoopProviderService.cs

@@ -1,5 +1,6 @@
 using Bit.Core.AdminConsole.Entities.Provider;
 using Bit.Core.AdminConsole.Models.Business.Provider;
+using Bit.Core.Billing.Models;
 using Bit.Core.Entities;
 using Bit.Core.Models.Business;
 
@@ -7,7 +8,7 @@ namespace Bit.Core.AdminConsole.Services.NoopImplementations;
 
 public class NoopProviderService : IProviderService
 {
-    public Task<Provider> CompleteSetupAsync(Provider provider, Guid ownerUserId, string token, string key, TaxInfo taxInfo = null) => throw new NotImplementedException();
+    public Task<Provider> CompleteSetupAsync(Provider provider, Guid ownerUserId, string token, string key, TaxInfo taxInfo, TokenizedPaymentSource tokenizedPaymentSource = null) => throw new NotImplementedException();
 
     public Task UpdateAsync(Provider provider, bool updateBilling = false) => throw new NotImplementedException();
 

src/Core/Billing/Services/IProviderBillingService.cs

@@ -79,10 +79,12 @@ public interface IProviderBillingService
     /// </summary>
     /// <param name="provider">The <see cref="Provider"/> to create a Stripe customer for.</param>
     /// <param name="taxInfo">The <see cref="TaxInfo"/> to use for calculating the customer's automatic tax.</param>
+    /// <param name="tokenizedPaymentSource">The <see cref="TokenizedPaymentSource"/> (ex. Credit Card) to attach to the customer.</param>
     /// <returns>The newly created <see cref="Stripe.Customer"/> for the <paramref name="provider"/>.</returns>
     Task<Customer> SetupCustomer(
         Provider provider,
-        TaxInfo taxInfo);
+        TaxInfo taxInfo,
+        TokenizedPaymentSource tokenizedPaymentSource = null);
 
     /// <summary>
     /// For use during the provider setup process, this method starts a Stripe <see cref="Stripe.Subscription"/> for the given <paramref name="provider"/>.

src/Core/Constants.cs

@@ -149,6 +149,7 @@ public static class FeatureFlagKeys
     public const string PM19422_AllowAutomaticTaxUpdates = "pm-19422-allow-automatic-tax-updates";
     public const string PM18770_EnableOrganizationBusinessUnitConversion = "pm-18770-enable-organization-business-unit-conversion";
     public const string PM199566_UpdateMSPToChargeAutomatically = "pm-199566-update-msp-to-charge-automatically";
+    public const string PM19956_RequireProviderPaymentMethodDuringSetup = "pm-19956-require-provider-payment-method-during-setup";
 
     /* Data Insights and Reporting Team */
     public const string RiskInsightsCriticalApplication = "pm-14466-risk-insights-critical-application";