Automate Retainer Agreements: Send Recurring Contracts via API

import Stripe from "stripe";

const stripe = new Stripe(process.env.STRIPE_SECRET_KEY!, {
  apiVersion: "2023-10-16" as any,
});

export async function POST(req: Request) {
  const body = await req.text();
  const sig = req.headers.get("stripe-signature");

  if (!sig) {
    return new Response("Missing stripe-signature header", { status: 400 });
  }

  let event: Stripe.Event;

  try {
    // 1. Verify Stripe webhook signature
    event = stripe.webhooks.constructEvent(
      body,
      sig,
      process.env.STRIPE_WEBHOOK_SECRET!
    );
  } catch (err: any) {
    console.error(`Webhook signature verification failed: ${err.message}`);
    return new Response(`Webhook Error: ${err.message}`, { status: 400 });
  }

  // 2. Process checkout.session.completed event
  if (event.type === "checkout.session.completed") {
    const session = event.data.object as Stripe.Checkout.Session;
    
    const clientEmail = session.customer_details?.email;
    const clientName = session.customer_details?.name;
    const metadata = session.metadata;

    if (!clientEmail || !metadata) {
      return new Response("Missing client information or metadata", { status: 400 });
    }

    // 3. Extract metadata fields
    const agencyName = metadata.agency_name || "Signbee Client Agency";
    const clientCompany = metadata.client_company || "Client Company";
    const monthlyFee = metadata.monthly_fee || "0";
    const hours = metadata.monthly_hours || "0";
    const rate = metadata.hourly_rate || "0";
    const scope = metadata.scope_of_work || "General Consulting Services";

    const currentMonth = new Date().toLocaleString("default", { month: "long" });
    const currentYear = new Date().getFullYear();

    // 4. Generate dynamic Markdown contract
    const contractMarkdown = `# Monthly Retainer Agreement

**Provider:** ${agencyName}
**Client:** ${clientCompany} (${clientName})
**Effective Date:** ${currentMonth} 1, ${currentYear}
**Retainer Fee:** $${monthlyFee}/month
**Allocated Hours:** ${hours} hours/month
**Hourly Rate (Overage):** $${rate}/hour

## Scope of Services
During the retainer period, Provider will deliver:
${scope.split(",").map(item => "- " + item.trim()).join("\n")}

## Terms and Availability
This retainer includes up to ${hours} hours of service per month. Unused hours do not roll over to subsequent months. Additional hours will be billed at $${rate}/hour, subject to mutual agreement.

## Payment Terms
The retainer fee of $${monthlyFee} is payable automatically on a monthly recurring basis. Payments are handled via Stripe Billing. Late payments may result in suspension of services.

## Confidentiality & IP
Both parties agree to maintain the confidentiality of all proprietary materials. Intellectual property generated during the retainer period is transferred to the Client upon receipt of full payment.

By signing below, both parties agree to the terms of this Retainer Agreement.`;

    // 5. Dispatch contract to Signbee API
    try {
      const signbeeResponse = await fetch("https://signb.ee/api/v1/send", {
        method: "POST",
        headers: {
          "Content-Type": "application/json",
          "Authorization": `Bearer ${process.env.SIGNBEE_API_KEY}`,
        },
        body: JSON.stringify({
          markdown: contractMarkdown,
          recipient_name: clientName,
          recipient_email: clientEmail,
          title: `${clientCompany} Retainer Agreement - ${currentMonth} ${currentYear}`,
          metadata: {
            stripe_checkout_id: session.id,
            client_company: clientCompany,
          },
        }),
      });

      if (!signbeeResponse.ok) {
        if (signbeeResponse.status === 429) {
          const retryAfter = signbeeResponse.headers.get("Retry-After") || "60";
          console.warn(`Signbee API rate-limited (429). Retry after ${retryAfter}s.`);
        }
        const errorText = await signbeeResponse.text();
        throw new Error(`Signbee API Error (${signbeeResponse.status}): ${errorText}`);
      }

      const result = await signbeeResponse.json();
      console.log(`Successfully dispatched retainer contract. Document ID: ${result.id}`);
    } catch (error) {
      console.error("Failed to send retainer agreement via Signbee:", error);
      return new Response("Signbee transmission failed", { status: 500 });
    }
  }

  return new Response(JSON.stringify({ received: true }), { status: 200 });
}

import os
import stripe
import requests
from datetime import datetime
from fastapi import FastAPI, Request, Header, HTTPException

app = FastAPI()

stripe.api_key = os.getenv("STRIPE_SECRET_KEY")
endpoint_secret = os.getenv("STRIPE_WEBHOOK_SECRET")
signbee_api_key = os.getenv("SIGNBEE_API_KEY")

@app.post("/webhooks/stripe")
async def stripe_webhook(request: Request, stripe_signature: str = Header(None)):
    payload = await request.body()

    try:
        # 1. Verify Stripe webhook signature
        event = stripe.Webhook.construct_event(
            payload, stripe_signature, endpoint_secret
        )
    except ValueError as e:
        raise HTTPException(status_code=400, detail="Invalid payload")
    except stripe.error.SignatureVerificationError as e:
        raise HTTPException(status_code=400, detail="Invalid signature")

    # 2. Process checkout.session.completed event
    if event["type"] == "checkout.session.completed":
        session = event["data"]["object"]
        
        client_email = session.get("customer_details", {}).get("email")
        client_name = session.get("customer_details", {}).get("name")
        metadata = session.get("metadata", {})

        if not client_email or not metadata:
            raise HTTPException(status_code=400, detail="Missing client details or metadata")

        # 3. Extract metadata fields
        agency_name = metadata.get("agency_name", "Signbee Client Agency")
        client_company = metadata.get("client_company", "Client Company")
        monthly_fee = metadata.get("monthly_fee", "0")
        hours = metadata.get("monthly_hours", "0")
        rate = metadata.get("hourly_rate", "0")
        scope_raw = metadata.get("scope_of_work", "General Consulting Services")

        current_month = datetime.now().strftime("%B")
        current_year = datetime.now().year

        # 4. Generate dynamic Markdown contract
        scope_list = [item.strip() for item in scope_raw.split(",")]
        scope_markdown = "\n".join([f"- {item}" for item in scope_list])

        contract_markdown = f"""# Monthly Retainer Agreement

**Provider:** {agency_name}
**Client:** {client_company} ({client_name})
**Effective Date:** {current_month} 1, {current_year}
**Retainer Fee:** ${monthly_fee}/month
**Allocated Hours:** {hours} hours/month
**Hourly Rate (Overage):** ${rate}/hour

## Scope of Services
During the retainer period, Provider will deliver:
{scope_markdown}

## Terms and Availability
This retainer includes up to {hours} hours of service per month. Unused hours do not roll over to subsequent months. Additional hours will be billed at ${rate}/hour, subject to mutual agreement.

## Payment Terms
The retainer fee of ${monthly_fee} is payable automatically on a monthly recurring basis. Payments are handled via Stripe Billing. Late payments may result in suspension of services.

## Confidentiality & IP
Both parties agree to maintain the confidentiality of all proprietary materials. Intellectual property generated during the retainer period is transferred to the Client upon receipt of full payment.

By signing below, both parties agree to the terms of this Retainer Agreement."""

        # 5. Dispatch contract to Signbee API
        headers = {
            "Content-Type": "application/json",
            "Authorization": f"Bearer {signbee_api_key}"
        }
        payload_data = {
            "markdown": contract_markdown,
            "recipient_name": client_name,
            "recipient_email": client_email,
            "title": f"{client_company} Retainer Agreement - {current_month} {current_year}",
            "metadata": {
                "stripe_checkout_id": session.get("id"),
                "client_company": client_company
            }
        }

        try:
            response = requests.post(
                "https://signb.ee/api/v1/send",
                json=payload_data,
                headers=headers,
                timeout=10
            )

            if response.status_code != 200:
                if response.status_code == 429:
                    retry_after = response.headers.get("Retry-After", "60")
                    print(f"Signbee API rate-limited (429). Retry after {retry_after}s.")
                response.raise_for_status()

            result = response.json()
            print(f"Successfully dispatched retainer contract. Document ID: {result.get('id')}")

        except requests.exceptions.RequestException as e:
            print(f"Failed to transmit to Signbee: {e}")
            raise HTTPException(status_code=500, detail="Signbee connection failed")

    return {"received": True}
}