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Editing journals/2020_12_28.org

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:ID:       f0ccca12-3b3a-4354-bda2-69e18fa08428
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#+title: 2020-12-28 - Monday

* DONE Build Engineering partnership matrix like:
CLOSED: [2021-01-18 Mon 11:18]
https://docs.google.com/spreadsheets/u/1/d/1zFEMWzXJQEt2NLMuJdnTqUvXRDSEe9NMC-h1hn-zU40/edit#gid=427809092
<2020-12-28 Mon>
* DONE Remove settings changes in [[id:f4d3cd8c-503c-4217-b090-97d0b5df00d9][ENG-13866]]
CLOSED: [2021-01-18 Mon 11:18]
<2020-12-28 Mon>
* DONE Solve Account / Billing address issues in Recurly
CLOSED: [2021-01-18 Mon 11:18]
<2020-12-28 Mon>

- Note taken on [2020-12-28 Mon 15:29] - From [[id:a4857d7d-e339-4879-8a71-48d8c8324b6f][Justin Bates]] in Slack

Essentially I need to get a basic understanding of our Recurly <> Django
  integration as it relates to how Recurly is obtaining customer address
  information (billing and account). We were planning to turn on our new sales
  tax engine this Friday, but because our customer address data in Recurly is so
  dirty, all customer transactions will fail if they don't have the adequate
  address info that Recurly requires (meaning they can't subscribe).Here is what
  I do know:There are two address fields in Recurly - Billing Info and Account
  Address. There are also only 2 Recurly sales-tax settings for determining
  which address is to be used for invoicing (for sales tax calc) - each option
  presents a challenge that I'm not sure how to get around.

+ Option 1: The Billing address will be used for all "Automatic" charges
    (either self-serve customers or sales-deals that have set up auto-pay) and
    the Account Address will be used for all manual charges (Most sales closed
    deals or any customer that wants a specific, full address on their invoices)
    (Current setting)

(Django>Account>Billing>"Recurly collection method" = Automatic or Manual)

+ Issue with 1:

Many many of our customers that must use "Automatic" invoicing DO NOT have
      a country pulling into " Billing Info" , conflicting with requirements of
      option 1 above. Today, the Billing Address in Recurly is the address
      associated with the CC on file when the customer sets up payment in 15Five
      and it ALWAYS includes a postal code but for some reason only occasionally
      pulls a country. When taxes are turned on in Recurly, the minimum address
      requirements for any transaction to succeed is a COUNTRY and POSTAL CODE.

+ Option 2: All Invoices will use the Account address. If this address IS
    COMPLETELY BLANK, then the billing address will be used (Preferred)

+ Issue with 2:

It looks like we are also pulling only a "Country" from SOMEWHERE in
      Django (maybe from the Company settings?) into ALL customers' account
      addresses in Recurly. This prevents us from using option 2 above because
      automatic customers should have a BLANK account address which prompts
      recurly to default to the billing address.I'm basically running into
      failed transactions no matter what sales tax setting I choose in Recurly
      bc we're either missing country codes in the billing address for automatic
      customers OR because we are pulling "country" codes into the Account
      Address for all automatic customers when those without a true, full
      account address need to be blank. Ideally, we would be able to 1) Identify
      where the Recurly Account Address:Country is coming from in Django, 2)
      Identify which customers have "Recurly collection method" = Automatic in
      Django AND have ONLY a country in the Account Address 3) Mass update these
      accounts' Country to = Blank (Recurly cannot do mass updates) and 4)
      ensure that moving forward we stop pushing the Account Address from Django
      into Recurly and Visa Versa so that the Account address field can be used
      only for manual accounts.

** Desired outcome
+ Account Addresses are clear of any data unless the user set them.
  - We will know if users set them because they will have more than just Country or Country+State set
+ All Billing Info instances will have a Country associated with the CC info