Shawn Erquhart 29e1297ab0 0.3.0
2025-03-03 11:07:30 -05:00
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2024-10-31 17:35:23 -04:00
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2024-10-31 17:35:23 -04:00
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2024-10-31 17:35:23 -04:00
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2024-10-31 17:35:23 -04:00
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2024-10-31 17:35:23 -04:00
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2024-10-31 17:35:23 -04:00
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2024-10-31 17:35:23 -04:00
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2024-10-31 17:35:23 -04:00
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2024-10-31 17:35:23 -04:00
2025-03-03 11:07:30 -05:00
wip
2024-10-31 17:35:23 -04:00

Convex Polar Component npm version

Add subscriptions and billing to your Convex app with Polar.

// Add subscriptions to your app
const user = useQuery(api.example.getCurrentUser);

// Show available plans
<CheckoutLink
  polarApi={api.example}
  productIds={[products.premiumMonthly.id, products.premiumYearly.id]}
  // Optional: turn off embedding to link to a checkout page
  embed={false}
>
  Upgrade to Premium
</CheckoutLink>

// Manage existing subscriptions
<CustomerPortalLink polarApi={api.example}>
  Manage Subscription
</CustomerPortalLink>

Check out the example app for a complete example.

Prerequisites

Convex App

You'll need a Convex App to use the component. Follow any of the Convex quickstarts to set one up.

Polar Account

  • Create a Polar account
  • Create an organization and generate an organization token with permissions:
    • products:read
    • products:write
    • subscriptions:read
    • subscriptions:write
    • customers:read
    • customers:write
    • checkouts:read
    • checkouts:write
    • checkout_links:read
    • checkout_links:write
    • customer_portal:read
    • customer_portal:write
    • customer_sessions:write

Installation

Install the component package:

npm install @convex-dev/polar

Create a convex.config.ts file in your app's convex/ folder and install the component by calling app.use:

// convex/convex.config.ts
import { defineApp } from "convex/server";
import polar from "@convex-dev/polar/convex.config";

const app = defineApp();
app.use(polar);

export default app;

Set your Polar organization token:

npx convex env set POLAR_ORGANIZATION_TOKEN xxxxx

Usage

1. Set up Polar webhooks

The Polar component uses webhooks to keep subscription data in sync. You'll need to:

  1. Create a webhook and webhook secret in the Polar dashboard, using your Convex site URL + /polar/events as the webhook endpoint. Enable the following events:
    • product.created
    • product.updated
    • subscription.created
    • subscription.updated
  2. Set the webhook secret in your Convex environment:
npx convex env set POLAR_WEBHOOK_SECRET xxxxx
  1. Register the webhook handler in your convex/http.ts:
import { httpRouter } from "convex/server";
import { polar } from "./example";

const http = httpRouter();

// Register the webhook handler at /polar/events
polar.registerRoutes(http as any);

export default http;
  1. Be sure to run npx convex dev to start your Convex app with the Polar component enabled, which will deploy the webhook handler to your Convex instance.

2. Create products in Polar

Create a product in the Polar dashboard for each pricing plan that you want to offer. The product data will be synced to your Convex app automatically.

Note: You can have one price per plan, so a plan with monthly and yearly pricing requires two products in Polar.

Note: The Convex Polar component is currently built to support recurring subscriptions, and may not work as expected with one-time payments. Please open an issue or reach out on Discord if you run into any issues.

3. Initialize the Polar client

Create a Polar client in your Convex backend:

// convex/example.ts
import { Polar } from "@convex-dev/polar";
import { api, components } from "./_generated/api";
import { DataModel } from "./_generated/dataModel";

export const polar = new Polar(components.polar, {
  // Optional: Configure static keys for referencing your products.
  // Alternatively you can use the `listAllProducts` function to get
  // the product data and sort it out in your UI however you like
  // (eg., by price, name, recurrence, etc.).
  // Map your product keys to Polar product IDs (you can also use env vars for this)
  // Replace these with whatever your products are (eg., "pro", "pro_monthly", whatever you want)
  products: {
    premiumMonthly: "product_id_from_polar",
    premiumYearly: "product_id_from_polar",
    premiumPlusMonthly: "product_id_from_polar",
    premiumPlusYearly: "product_id_from_polar",
  },
  // Provide a function the component can use to get the current user's ID and email
  getUserInfo: async (ctx) => {
    const user = await ctx.runQuery(api.example.getCurrentUser);
    return {
      userId: user._id,
      email: user.email,
    };
  },
  // Optional: Configure Polar settings directly in code
  // organizationToken: "your_organization_token", // Optional: Falls back to POLAR_ORGANIZATION_TOKEN env var
  // webhookSecret: "your_webhook_secret", // Optional: Falls back to POLAR_WEBHOOK_SECRET env var
  // server: "sandbox", // Optional: "sandbox" or "production", falls back to POLAR_SERVER env var
});

// Export the API functions
export const {
  changeCurrentSubscription,
  cancelCurrentSubscription,
  getProducts,
  listAllProducts,
} = polar.api();

export const {
  generateCheckoutLink,
  generateCustomerPortalUrl,
} = polar.checkoutApi();

export const _ = query(

4. Display products and prices

Use the exported getProducts or listAllProductsfunction to display your products and their prices:

// React component
const products = useQuery(api.example.getProducts);

// Simple example of displaying products and prices
function PricingTable() {
  const products = useQuery(api.example.getProducts);
  if (!products) return null;

  return (
    <div>
      {products.premiumMonthly && (
        <div>
          <h3>{products.premiumMonthly.name}</h3>
          <p>
            ${(products.premiumMonthly.prices[0].priceAmount ?? 0) / 100}/month
          </p>
        </div>
      )}
      {products.premiumYearly && (
        <div>
          <h3>{products.premiumYearly.name}</h3>
          <p>
            ${(products.premiumYearly.prices[0].priceAmount ?? 0) / 100}/year
          </p>
        </div>
      )}
    </div>
  );
}

Each product includes:

  • id: The Polar product ID
  • name: The product name
  • prices: Array of prices with:
    • priceAmount: Price in cents
    • priceCurrency: Currency code (e.g., "USD")
    • recurringInterval: "month" or "year"

4. Add subscription UI components

Use the provided React components to add subscription functionality to your app:

import { CheckoutLink, CustomerPortalLink } from "@convex-dev/polar/react";
import { api } from "../convex/_generated/api";

// For new subscriptions
<CheckoutLink
  polarApi={{
    generateCheckoutLink: api.example.generateCheckoutLink,
  }}
  productIds={[products.premiumMonthly.id, products.premiumYearly.id]}
  // Optional: turn off embedding to link to a checkout page
  embed={false}
>
  Upgrade to Premium
</CheckoutLink>

// For managing existing subscriptions
<CustomerPortalLink
  polarApi={{
    generateCustomerPortalUrl: api.example.generateCustomerPortalUrl,
  }}
>
  Manage Subscription
</CustomerPortalLink>

5. Handle subscription changes

The Polar component provides functions to handle subscription changes for the current user.

Note: It is highly recommended to prompt the user for confirmation before changing their subscription this way!

// Change subscription
const changeSubscription = useAction(api.example.changeCurrentSubscription);
await changeSubscription({ productId: "new_product_id" });

// Cancel subscription
const cancelSubscription = useAction(api.example.cancelCurrentSubscription);
await cancelSubscription({ revokeImmediately: true });

6. Access subscription data

Query subscription information in your app:

// convex/example.ts

// A query that returns a user with their subscription details
export const getCurrentUser = query({
  handler: async (ctx) => {
    const user = await ctx.db.query("users").first();
    if (!user) throw new Error("No user found");
    
    const subscription = await polar.getCurrentSubscription(ctx, {
      userId: user._id,
    });
    
    return {
      ...user,
      subscription,
      isFree: !subscription,
      isPremium: subscription?.productKey === "premiumMonthly" || 
                subscription?.productKey === "premiumYearly",
    };
  },
});

Example App Features

The example app demonstrates:

  • Free and paid subscription tiers
  • Monthly and yearly billing options
  • Upgrade/downgrade between plans
  • Subscription management portal
  • Usage limits based on subscription tier
  • Prorated billing for plan changes

API Reference

Polar Client

The Polar class accepts a configuration object with:

  • products: Map of product keys to Polar product IDs
  • getUserInfo: Function to get the current user's ID and email
  • organizationToken: (Optional) Your Polar organization token. Falls back to POLAR_ORGANIZATION_TOKEN env var
  • webhookSecret: (Optional) Your Polar webhook secret. Falls back to POLAR_WEBHOOK_SECRET env var
  • server: (Optional) Polar server environment: "sandbox" or "production". Falls back to POLAR_SERVER env var

React Components

Props:

  • polarApi: Object containing generateCheckoutLink function
  • productIds: Array of product IDs to show in the checkout
  • embed: (Optional) Whether to embed the checkout link. Defaults to true.
  • className: Optional CSS class name
  • children: React children (button content)

Props:

  • polarApi: Object containing generateCustomerPortalUrl function
  • className: Optional CSS class name
  • children: React children (button content)

API Functions

changeCurrentSubscription

Change an existing subscription to a new plan:

await changeSubscription({ productId: "new_product_id" });

cancelCurrentSubscription

Cancel an existing subscription:

await cancelSubscription({ revokeImmediately: true });

getCurrentSubscription

Get the current user's subscription details:

const subscription = await polar.getCurrentSubscription(ctx, { userId });

getProducts

List all available products and their prices:

const products = await polar.listProducts(ctx);

registerRoutes

Register webhook handlers for the Polar component:

polar.registerRoutes(http, {
  // Optional: customize the webhook endpoint path (defaults to "/polar/events")
  path: "/custom/webhook/path",
});

The webhook handler uses the webhookSecret from the Polar client configuration or the POLAR_WEBHOOK_SECRET environment variable.

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