29 Commits

Author SHA1 Message Date
f85b90c95e fix(frontend): satisfy phase 2 lint checks
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Co-Authored-By: Codex <noreply@openai.com>
2026-05-07 12:02:49 -04:00
5e6541ab92 fix(ci): set up node in gitea workflow
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Co-Authored-By: Codex <noreply@openai.com>
2026-05-07 11:45:58 -04:00
4a37a47887 chore(env): standardize backend python on 3.12
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Co-Authored-By: Codex <noreply@openai.com>
2026-05-07 11:31:28 -04:00
f31b873459 wip(handoff): record native python status
Co-Authored-By: Codex <noreply@openai.com>
2026-05-07 11:14:59 -04:00
380fcf7bde docs(env): document Stripe env vars in backend/.env.example
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STRIPE_SECRET_KEY / STRIPE_PUBLISHABLE_KEY / STRIPE_WEBHOOK_SECRET are
required for the self-serve signup flow's checkout, portal, and webhook
paths. When unset, settings.stripe_enabled returns False and Stripe
code paths short-circuit cleanly.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-07 01:58:15 -04:00
4b098deac5 docs(handoff): record four post-implementation fixes from external review
OAuth refresh-token storage, OAuth setTokens authenticated flag, Stripe
webhook idempotency atomicity, and the missing /account/billing pages.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-07 01:45:35 -04:00
502c0a44e8 feat(billing): add /account/billing and /account/billing/select-plan pages
Wires up the missing frontend billing surfaces that TrialPill, UpgradePrompt,
NextStepCard, and SetupChecklist all link to. Trial-expired, canceled,
past-due, and "Pick a plan" CTAs no longer 404.

- BillingPage: subscription summary, status-specific messaging
  (trialing / past_due / canceled / complimentary), Manage billing button
  routed through the Stripe Customer Portal, and a Pick/Change-plan link.
- SelectPlanPage: plan picker with monthly/annual toggle + seat count.
  Starter/Pro hit /billing/checkout-session; Enterprise links to
  /contact-sales. Active current plan is tagged "Current plan" with a
  disabled CTA.
- billingApi.getPortalSession + createCheckoutSession; getPortalSession
  surfaces a typed BillingPortalError (no_stripe_customer / stripe_not_
  configured) so the UI can show the right toast.
- AccountSettingsPage gets a Billing link card so the page is discoverable
  from the account hub.
- 10 new vitest cases covering subscription summary, trial/past-due/
  canceled/complimentary states, portal-session error fallback, plan-card
  rendering, checkout payload, and current-plan badge.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-07 01:43:48 -04:00
06200fabb1 fix(billing): make Stripe webhook idempotency atomic so failed handlers can retry
Previously `apply_subscription_event` committed the StripeEvent idempotency
row before invoking the handler, then the handlers each committed their own
mutations. If a handler raised mid-flight (transient DB error, network blip,
race), the idempotency mark was already persisted — Stripe's retry would hit
the IntegrityError branch and silently return False, and the subscription
state would permanently desync from Stripe.

Switch to a single atomic transaction:
- Insert the StripeEvent + flush (catch IntegrityError on duplicate event_id).
- Run the handler.
- Commit on success; roll back the entire transaction on failure and re-raise.

Drop the four `db.commit()` calls inside `_handle_*` so the outer caller owns
commit. The webhook endpoint already lets exceptions propagate, so a 500
response now correctly tells Stripe to retry.

Tests: three new regression cases in test_stripe_webhook_handler.py covering
handler failure (no idempotency mark persisted), retry-after-failure success,
and duplicate-event-id skip.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-07 01:36:13 -04:00
3630dd5a80 fix(auth): mark store authenticated after OAuth setTokens
setTokens() previously only set { token } without flipping
isAuthenticated, so after the OAuth callback exchange the store had
fresh tokens but ProtectedRoute still saw isAuthenticated === false and
bounced the user to /landing before fetchUser() could complete.

Storing tokens implies an active session, so set isAuthenticated: true
inside setTokens. The other caller (refresh interceptor in api/client.ts)
runs from an already-authenticated session, so the flag flip is a no-op
there.

Tests:
- new src/store/authStore.test.ts covers the setTokens contract
- src/pages/__tests__/OAuthCallbackPage.test.tsx adds a successful-
  callback case asserting setTokens + fetchUser are invoked with the
  exchanged tokens

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-07 01:32:53 -04:00
5e0c9d2de1 fix(auth): store OAuth refresh token JTI to fix /auth/refresh after OAuth signup
OAuth callbacks (POST /auth/google/callback, POST /auth/microsoft/callback)
issued refresh tokens via create_refresh_token() but never persisted the JTI
in the refresh_tokens table. The /auth/refresh rotation logic does a
conditional UPDATE that requires a matching unrevoked row; without it the
first refresh attempt 401s with "Refresh token has been revoked" and OAuth
users get effectively logged out after the ~5 minute access-token expiry.

- Promote _store_refresh_token to module-public store_refresh_token in
  app.api.endpoints.auth (existing callers in /login, /login/json, /refresh
  updated in-place — same module, just renamed).
- OAuth callbacks now call store_refresh_token(...) + db.commit() after
  _sign_in_or_register returns. _sign_in_or_register already commits the
  user/account/identity rows; the refresh-token row gets its own commit.
- Tests:
  - test_oauth_google_callback_stores_refresh_token_jti — asserts the JTI
    hash is in refresh_tokens after a Google callback.
  - test_oauth_refresh_works_after_oauth_signup — full e2e: callback -> use
    returned refresh token at /auth/refresh -> 200 with rotated tokens.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-07 01:30:14 -04:00
fee4cb5b74 docs(handoff): capture Phase 2 (frontend cutover) code completion
Tasks 27–44 implemented across 18 commits on this branch. Phase O (Stripe
live setup, internal validation, flag flip) is the manual operational
follow-up and is the resume point.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 23:46:15 -04:00
c75ce0c9a3 feat(sales): redirect beta-signup to /register; queue waitlist emails
Phase 2 retires the public beta-signup form in favor of the self-serve
register flow. The /api/v1/beta-signup POST endpoint stays mounted but
now responds with 307 to /register?from=beta so any external links keep
working and analytics can tag signup origin via the from query param.

Note: there is no beta_signup table in the schema — the original
endpoint only fired an email notification, so there is no waitlist to
read and no migration to run for the email-sent_at field. The one-off
admin script in the spec is therefore a no-op and is intentionally not
added here.

- Replace POST /beta-signup handler with RedirectResponse(307)
- Drop the EmailService.send_beta_signup_notification call (the user is
  now redirected into the register flow, which has its own email path)
- Add tests/test_beta_signup_redirect.py covering the 307 + Location

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 23:43:35 -04:00
db2478dd89 feat(sales): add /contact-sales form + landing page CTA
Public Talk-to-Sales surface and a "See pricing" hero CTA on the marketing
landing page. Phase 2 Task 43 of self-serve signup.

- frontend/src/api/sales.ts: salesApi.createLead -> POST /sales-leads.
- ContactSalesPage at /contact-sales (public, gated by self_serve_enabled
  with a 404-style fallback). Form fields: name, work email, company,
  team size (1-2 / 3-5 / 6-10 / 11-25 / 26+), and an optional
  "what brought you here?" textarea -> message. Submit button disabled
  while in flight to block duplicate submissions.
- Confirmation surface replaces the form on success. Calendly block is
  hidden when VITE_CALENDLY_URL is unset.
- detectSource(): 'pricing_page' if document.referrer contains '/pricing',
  else 'landing_page'. Server emits the canonical PostHog
  talk_to_sales_form_submitted event with this source.
- LandingPage: new "See pricing" hero CTA gated by useAppConfig().
  self_serve_enabled.
- frontend/.env.example + Dockerfile: VITE_CALENDLY_URL ARG/ENV.
- Tests: ContactSalesPage submit/confirmation, Calendly hide-when-unset,
  in-flight de-dup, 404 when self-serve off; LandingPage CTA on/off.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 23:31:56 -04:00
67fae91087 feat(pricing): add /pricing page (B-style)
Phase 2 Task 42: public pricing page gated by SELF_SERVE_ENABLED.

Backend:
- New `GET /api/v1/plans/public` (no auth) returns plan_billing rows
  joined with plan_limits.max_users (as `max_seats`), filtered to
  is_public=true AND is_archived=false, ordered by sort_order ASC,
  plan ASC. Uses get_admin_db (cross-tenant catalog read, same pattern
  as /config/public).
- `PublicPlanResponse` schema in app/schemas/billing.py.
- Registered as PUBLIC in api router.

Frontend:
- `plansApi.getPublic()` client (frontend/src/api/plans.ts).
- `PricingPage` at /pricing with hero / 3 plan cards (Pro recommended,
  Enterprise hides price) / hardcoded v1 comparison table / testimonial
  placeholder / soft trust strip.
- Reads `useAppConfig().self_serve_enabled`; renders a 404 fallback
  when disabled, never calls the API in that path.
- Start free trial CTAs link to /register?plan=starter|pro; Talk to sales
  links to /contact-sales (page wired in Task 43).

Tests:
- Backend: only-public-rows + sort-order ordering.
- Frontend (Vitest): three plan cards with API prices, /register?plan=pro
  CTA, /contact-sales CTA, 404 when self_serve_enabled is false, soft
  trust language (no SOC2 claim).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 23:26:27 -04:00
0c326d0616 feat(dashboard): replace checklist with next-step card + unified list
Phase 2 Task 41 — Dashboard redesign.

Backend:
- Extend GET /users/onboarding-status with email_verified and shop_setup_done.
- tried_ai_assistant kept in payload for backward-compat during deploy.

Frontend:
- New NextStepCard: surfaces the highest-priority incomplete onboarding item
  with a primary CTA. Priority order: verify email > set up shop > run first
  FlowPilot session > connect PSA > invite teammate > pick a plan (gated on
  trial stage warning/urgent/expired). Returns null when all done OR
  onboarding_dismissed.
- New SetupChecklist: unified single list (no SOLO/TEAM bifurcation), drops
  the stale tried_ai_assistant / Script Builder item, surfaces "Pick a plan"
  when trial stage is warning or later.
- Mounted on QuickStartPage below the hero with a "Show all setup steps"
  toggle. The whole onboarding section auto-hides when there's nothing left
  to nudge on, so the dashboard goes back to clean once setup is done.
- Removed the orphaned OnboardingChecklist component (was defined but never
  mounted).
- New useOnboardingStatus hook so page + components share one fetch contract.

Tests:
- Backend: test_onboarding_status_includes_email_verified_and_shop_setup_done.
- Frontend (Vitest): 13 new tests across NextStepCard, SetupChecklist, and
  QuickStartPage covering priority ordering, dismissal, the SOLO/TEAM
  removal, the toggle reveal, and the trial-stage gate on Pick a plan.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 23:19:58 -04:00
99343ab7a9 feat(dashboard): add TrialPill in AppLayout topbar
Mounts a billing-state pill in the topbar that reads useTrialBanner() and
renders the appropriate label / tone / CTA per spec:

- pristine / warning  → "Pro trial · Nd"   (info → warning amber as days drop)
- urgent              → "Pro trial · today" (warning amber, semibold)
- expired             → "Trial expired — pick a plan" → /account/billing/select-plan
- paid                → planBilling.display_name (quiet)
- complimentary       → "Complimentary Pro" (accent, no CTA)
- past_due            → "Payment failed — update card" → /account/billing
- canceled            → "Reactivate" → /account/billing/select-plan
- null                → hidden

Uses existing design-system tokens only (text-info/bg-info-dim,
text-warning/bg-warning-dim, text-danger/bg-danger-dim, text-accent/
bg-accent-dim, text-muted-foreground/bg-elevated). Clickable variants
render as react-router-dom <Link>s and are keyboard-focusable with an
accent focus-visible ring. Mobile collapses the label to a clock icon
with a title attribute carrying the full text.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 23:06:09 -04:00
53dd5f13e5 feat(onboarding): add wizard Steps 2 (PSA) and 3 (Invite team)
Step 2 (`/welcome/step-2`): four PSA tiles (ConnectWise / Autotask /
HaloPSA / No PSA yet). Selecting a real PSA reveals a quiet inline
"Connect now" link to `/account/integrations` — credential entry is
intentionally OUT of the wizard. Continue persists `primary_psa`,
Skip advances without writing.

Step 3 (`/welcome/step-3`): up to 10 email/role rows (default 3,
"+ Add another" extends, role defaults to Tech / engineer with
Viewer alt). "Send invites and continue" filters empty rows, POSTs
`/accounts/me/invites/bulk`, then PATCHes onboarding-step
`{step:3, action:"complete"}` and navigates to `/?welcome=true`.
Per-row `failed[]` errors render inline next to the email and the
wizard does NOT auto-advance — user can fix-and-retry or click
"Continue anyway" to mark step complete. Empty + Skip / empty + Send
both advance without sending.

Adds `accountsApi.bulkInvite` and registers `/welcome/step-{2,3}`
in the router. Vitest: 5 named tests (selecting PSA persists,
Skip advances without primary_psa, valid emails create invites,
partial-failure inline error, empty + Skip no-op) + 5 incidental
coverage tests. tsc clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 23:02:00 -04:00
9b517d3320 feat(onboarding): add welcome wizard scaffold + Step 1 (Your shop)
Lays the groundwork for the post-signup welcome wizard (Phase 2,
Task 38). Authed users hitting /welcome are routed to the next
incomplete step based on users.onboarding_step_completed +
users.onboarding_dismissed; refresh resumes correctly because every
navigation persists state server-side first.

Backend:
- Expose onboarding_step_completed (Optional[int]) and
  onboarding_dismissed (bool) on UserResponse so /auth/me drives
  client-side routing without a separate fetch.

Frontend:
- WelcomeRouter handles the /welcome decision table (dismissed → /,
  completed >=3 → /, else next step).
- WelcomeStep1 renders the "Your shop" form (company name pre-filled
  from accounts.name, team size 1-2/3-5/6-10/11-25/26+, role
  Owner/Lead Tech/Tech/Other). Continue PATCHes /users/me/onboarding-step
  with action=complete; Skip-this-step PATCHes action=skip; Skip-the-rest
  POSTs /users/me/onboarding-dismiss-rest. Each action refreshes the
  auth store before navigating so the router resumes correctly on the
  next visit.
- onboardingApi.updateStep + dismissRest (typed against backend
  OnboardingStepRequest/Response schemas).
- Routes mounted inside AppLayout so EmailVerificationBanner persists
  above each step per spec.
- 11 vitest cases covering the routing decision table + Continue / Skip
  / Skip-the-rest / persist-failure paths.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 22:54:10 -04:00
7d939a4acf feat(auth): add email verification banner, wall, /verify-email page
Wires up the soft 7-day email-verification grace period UX.

- EmailVerificationBanner now uses the design-system warning tokens
  (bg-warning-dim / text-warning) and hides itself once the grace
  period expires, so the wall takes over without double-messaging.
- EmailVerificationWall picks up data-testids on the resend and
  sign-out CTAs.
- VerifyEmailPage gains a single-fire useRef guard (so React 19
  strict-mode double-invoke doesn't burn the token), an
  already-verified short-circuit that skips the API call, success
  state with auth-store refresh + redirect to /?verified=1, and
  an error state with a resend CTA.

Tests: banner hides past day-7, banner resend triggers API call,
verify success refreshes + redirects, verify short-circuits when
already verified, single-fire guard holds across remount.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 22:46:43 -04:00
39e85c9770 feat(auth): add /accept-invite page + lookup endpoint
Adds the invitee-side flow for self-serve signup Phase 2 (Task 36):

Backend
- Public GET /accounts/invites/{code}/lookup returns
  {account_name, inviter_name, invited_email, role} for a valid invite,
  404 invite_invalid_or_expired_or_revoked otherwise (collapses unknown /
  expired / revoked / used into one anti-enumeration response). Mounted
  in a new account_invite_lookup endpoints module on the public route
  list, uses get_admin_db (BYPASSRLS) since the caller has no tenant.
- OAuthCallbackPayload gains optional account_invite_code + invited_email.
  _sign_in_or_register honors them: a new OAuth user with a valid invite
  joins the invited account (no personal account, no Pro trial), the
  invite is marked used, and OAuth-profile-email vs invite-email mismatch
  raises invite_email_mismatch (matching the email+password register
  contract).

Frontend
- New public route /accept-invite -> AcceptInvitePage. Reads ?code=,
  calls inviteApi.lookupAccountInvite, renders "Join {account} on
  ResolutionFlow" with the invited email locked (rendered as a div, not
  an input), three sign-in options (set password, Google, Microsoft),
  and a clear "ask {inviter} to resend" + mailto: fallback for invalid
  codes.
- OAuth state for invitees is base64url(JSON({csrf, accountInviteCode,
  invitedEmail})). OAuthCallbackPage decodes both shapes, forwards the
  invite fields to the backend, and surfaces invite_email_mismatch /
  invite_invalid_or_expired_or_revoked errors with friendly text.
  Successful invite-OAuth lands on /?welcome=teammate (suppresses the
  welcome wizard for invitees per spec).
- UserCreate type + invite/auth API clients extended for the new fields.

Tests
- Backend: invite lookup happy path + four invalid-state collapse, OAuth
  callback links invite when supplied + rejects on email mismatch.
- Frontend Vitest: AcceptInvitePage renders account name + locked email
  + accept buttons; resend message + mailto on invalid code.

All 43 backend auth/account/invite/email-verification tests green;
frontend Vitest 120/120 green; tsc -b clean.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 21:34:22 -04:00
70ab1f34d4 feat(auth): redesign /register with OAuth buttons; hide invite-code under flag
Phase 2 Task 35. Adds OAuth Google/Microsoft sign-in to the register flow,
gated on the public SELF_SERVE_ENABLED flag, and hides the legacy invite-code
field when self-serve is on.

- New `useAppConfig` hook + `configApi`. One-shot module-cached fetch of
  `GET /api/v1/config/public`; falls back to `VITE_SELF_SERVE_ENABLED` env
  var (default false) if the endpoint is unreachable.
- New `OAuthCallbackPage` mounted at `/auth/google/callback` and
  `/auth/microsoft/callback` (public, NOT inside ProtectedRoute). Posts the
  authorization code to the backend, persists tokens, hydrates the auth
  store via fetchUser, and redirects to `/welcome` (new) or `/` (returning).
- `RegisterPage` now renders OAuth buttons + email/password divider when
  `self_serve_enabled` is true and only emits buttons for providers the
  backend reports as configured. Invite-code field hidden in that mode.
  Captures `?plan=pro` into `localStorage.rf-intended-plan` on mount.
- `authApi` gains `googleCallback(code)` / `microsoftCallback(code)`.
- `frontend/.env.example` + `frontend/Dockerfile` document and bake the
  three new VITE_* build-time variables (Lesson 60: Vite needs ARG+ENV).
- Vitest coverage for the three required cases plus the plan-param capture.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-06 21:15:25 -04:00
ece82225f2 feat(billing): add FeatureGate, UpgradePrompt, EmailVerificationGate components
Three drop-in gating components for the self-serve signup flow.

- FeatureGate reads useFeature(flag) and renders children when enabled,
  else a fallback (default UpgradePrompt). UX-only — security boundary
  remains require_feature on the backend.
- UpgradePrompt resolves a feature key to display name + required plan
  via an inline catalog and links to /account/billing/select-plan.
- EmailVerificationGate gates protected content behind a 6-day grace
  period; renders a minimal EmailVerificationWall (resend + sign out)
  on Day 7+ unverified. Wall design will be refined in Task 37.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 21:01:53 -04:00
0b5ed9aa10 feat(billing): add useFeature, useFeatureLimit, useTrialBanner hooks
Phase 2 Task 33. Components can now ask "is this feature on?", "how many
sessions left?", and "what stage is the trial in?" without re-implementing
the read against useBillingStore.

- useFeature(flagKey): boolean — reads enabledFeatures from store
- useFeatureLimit(field): { used, limit, percentage, isAtLimit, isLoading }
  with non-blocking 60s module-level cache and graceful 404 degradation
- useTrialBanner(): derives stage from subscription status + trial countdown,
  returns null on initial load to prevent flicker
- usageApi.getCount(field) — calls /api/v1/usage/{field}; backend endpoint
  is not yet implemented (planned), so the hook degrades to used=0

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 20:55:58 -04:00
7a9cb4b03b feat(billing): add useBillingStore and /billing/state integration
T32: Single frontend source of truth for subscription / plan / feature
state. New Zustand `useBillingStore` fetches `/billing/state` (auto-fetch
on login via authStore, reset on logout), exposes `refetch` for
post-Checkout refresh, and is supported by a `useBillingPoll` hook
that re-fetches every 60s while authenticated. The new `billingApi`
client transforms the snake_case backend payload to camelCase at a
single boundary so the rest of the frontend never sees `plan_billing`
or `enabled_features`.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 20:47:50 -04:00
80baf89b00 feat(config): add SELF_SERVE_ENABLED flag + GET /config/public
Phase 2 Task 31. Single flag now controls whether the public-facing
self-serve flow is exposed.

- New public endpoint GET /api/v1/config/public returns
  {self_serve_enabled, oauth_providers}. oauth_providers includes
  "google" if GOOGLE_CLIENT_ID is set and "microsoft" if MS_CLIENT_ID
  is set. No auth required; consumed once by the frontend at load.
- POST /auth/register: when SELF_SERVE_ENABLED=true the platform
  invite-code requirement is bypassed even with REQUIRE_INVITE_CODE=true.
  invite_code stays in the schema for backward compat and still applies
  when supplied. With the flag off, the gate behaves exactly as before.
- Adds backend/app/schemas/config.py with PublicConfigResponse and
  registers the new router in the public/unauthenticated section.
- Adds 3 integration tests in tests/test_config_public.py covering the
  flag round-trip, the regression case (flag off keeps the 400), and
  the new behavior (flag on bypasses the gate, creates user + Pro trial).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 20:38:50 -04:00
d05b475a41 feat(admin): extend /admin/plan-limits to manage plan_billing fields
Task 30 of self-serve signup Phase 2. Super-admins can now manage Stripe
IDs, display names, prices, and public/archived flags via the existing
admin plan-limits endpoints.

- GET /admin/plan-limits now outer-joins plan_billing and returns
  merged PlanLimitWithBillingResponse rows. Plans without a
  plan_billing row return None for the billing fields.
- PUT /admin/plan-limits accepts the new optional billing fields and
  upserts plan_billing in the same transaction. If no plan_billing
  row exists for the plan and the body includes any billing field, a
  row is created (display_name defaults to plan.capitalize() when
  omitted; display_name is never NULLed out on an existing row).
- After commit, the handler queries account_ids on the affected plan
  and calls BillingService.invalidate_billing_cache(account_ids).
  This is a no-op stub today (logs only) — there's no in-process
  billing cache yet. TODO comment marks the wire-up point.
- 3 new integration tests cover GET-with-billing-present, PUT creating
  a plan_billing row, and the invalidation hook being awaited with a
  list of account_ids.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 20:35:10 -04:00
694279f89e feat(sales): add POST /sales-leads public endpoint
Phase 2 Task 29 — public Talk-to-Sales submission endpoint.

- New POST /api/v1/sales-leads (public, no auth, rate-limited 5/hour per IP).
- Inserts a sales_leads row, fires best-effort notification email and
  PostHog server-side capture; failures are logged but never fail the
  request.
- New EmailService.send_sales_lead_notification static method.
- New SALES_LEAD_RECIPIENT_EMAIL setting (defaults to sales@resolutionflow.com).
- Schemas: SalesLeadCreate / SalesLeadCreateResponse with literal source enum.
- Tests: happy path (row + email), email-failure resilience, and rate-limit
  enforcement (re-enables the slowapi limiter for the rate-limit assertion
  since DEBUG=true disables it by default in tests).

PostHog server-side instrumentation point is wired in but no-ops gracefully
until app.core.analytics.posthog exists — turning it on is a one-line
change when the backend SDK is configured.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 20:12:03 -04:00
16f5e4ce05 feat(onboarding): add PATCH /users/me/onboarding-step + dismiss-rest
Persists welcome-wizard Step 1/2/3 progress for self-serve signup Phase 2.
PATCH validates step cannot decrease, ignores `data` on action="skip", and
is idempotent on re-PATCH of the same step. POST /users/me/onboarding-dismiss-rest
backs the wizard's "Skip the rest" button.

Both routes added to _EMAIL_VERIFICATION_ALLOWLIST and _SUBSCRIPTION_GUARD_ALLOWLIST
so the wizard runs before email verification and during the trial. 4 integration
tests cover field writes, skip semantics, decrease guard, and dismiss-rest.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 20:04:43 -04:00
2f8ec3775e feat(billing): add BillingService.open_customer_portal + GET endpoint
Authed users can now request a Stripe-hosted Customer Portal URL for card
updates and cancellation via GET /api/v1/billing/portal-session. The path is
already in both _SUBSCRIPTION_GUARD_ALLOWLIST and _EMAIL_VERIFICATION_ALLOWLIST
so canceled or unverified-past-grace users can still update billing.

- Returns 503 with {"error": "stripe_not_configured"} when STRIPE_SECRET_KEY unset.
- Returns 400 with {"error": "no_stripe_customer"} when account has no
  stripe_customer_id (must complete checkout first).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-06 20:00:08 -04:00
23 changed files with 35 additions and 549 deletions

View File

@@ -1,10 +0,0 @@
REPO_ROOT=/opt/docker/code-server/workspace/resolutionflow
POSTGRES_PORT=5433
SECRET_KEY=
ANTHROPIC_API_KEY=
GOOGLE_AI_API_KEY=
STRIPE_SECRET_KEY=sk_test_
STRIPE_PUBLISHABLE_KEY=pk_test_
STRIPE_WEBHOOK_SECRET=whsec_
VITE_STRIPE_PUBLISHABLE_KEY=pk_test_

View File

@@ -29,14 +29,4 @@ CW_CLIENT_ID=<CONNECTWISE CLIENT ID>
# When unset, app/core/config.py:stripe_enabled returns False and Stripe code paths short-circuit.
STRIPE_SECRET_KEY=sk_test_
STRIPE_PUBLISHABLE_KEY=pk_test_
STRIPE_WEBHOOK_SECRET=whsec_
# Self-serve cutover
# SELF_SERVE_ENABLED is the master switch for the public self-serve signup
# flow (pricing page, invite-code-optional registration). Default is false
# until Phase O cutover.
# INTERNAL_TESTER_EMAILS is a comma-separated allowlist that bypasses the
# global flag for specific users — used for prod test-mode validation
# before the public flip. Empty by default.
SELF_SERVE_ENABLED=false
INTERNAL_TESTER_EMAILS=
STRIPE_WEBHOOK_SECRET=whsec_

View File

@@ -1,84 +0,0 @@
"""add_starter_rename_team_to_enterprise
Revision ID: 4ce3e594cb87
Revises: c6cbfc534fad
Create Date: 2026-05-07 19:36:27.172082
Plan tier taxonomy reconciliation. Marketing surface and Stripe products
named "Starter / Pro / Enterprise"; backend was on "free / pro / team".
This migration:
1. Defensively migrates any existing subscriptions on plan='team' to
plan='enterprise' (dev has zero such rows; prod is expected to have
none, but the UPDATE is safe and idempotent).
2. Renames the plan_limits row 'team' -> 'enterprise'. plan_billing
and plan_feature_defaults are FK-referenced but currently empty;
the rename works because PostgreSQL allows updating PK values when
no FK rows reference them.
3. Inserts a new plan_limits row for 'starter' between free and pro.
Resource visibility (Tree.visibility, StepLibrary.visibility) also uses
the string 'team' for "shared with my account" — that is a separate
domain and is intentionally not touched.
"""
from typing import Sequence, Union
from alembic import op
import sqlalchemy as sa
revision: str = '4ce3e594cb87'
down_revision: Union[str, None] = 'c6cbfc534fad'
branch_labels: Union[str, Sequence[str], None] = None
depends_on: Union[str, Sequence[str], None] = None
def upgrade() -> None:
op.execute("UPDATE subscriptions SET plan = 'enterprise' WHERE plan = 'team'")
op.execute("UPDATE plan_limits SET plan = 'enterprise' WHERE plan = 'team'")
op.execute("""
INSERT INTO plan_limits (
plan,
max_trees,
max_sessions_per_month,
max_users,
custom_branding,
priority_support,
export_formats,
max_ai_builds_per_month,
max_ai_builds_per_24h,
kb_accelerator_enabled,
kb_max_lifetime_conversions,
kb_batch_max_size,
kb_allowed_formats,
kb_detailed_analysis,
kb_conversational_refinement,
kb_step_library_matching,
kb_history_limit
) VALUES (
'starter',
10,
75,
1,
FALSE,
FALSE,
'["markdown", "text", "html"]'::jsonb,
15,
5,
FALSE,
NULL,
NULL,
'["txt", "paste", "md"]'::jsonb,
FALSE,
FALSE,
FALSE,
NULL
)
ON CONFLICT (plan) DO NOTHING
""")
def downgrade() -> None:
op.execute("DELETE FROM plan_limits WHERE plan = 'starter'")
op.execute("UPDATE plan_limits SET plan = 'team' WHERE plan = 'enterprise'")
op.execute("UPDATE subscriptions SET plan = 'team' WHERE plan = 'enterprise'")

View File

@@ -64,40 +64,6 @@ async def get_current_user(
return user
async def get_current_user_optional(
request: Request,
db: Annotated[AsyncSession, Depends(get_admin_db)],
) -> Optional[User]:
"""Best-effort current user for endpoints that work both anonymous and authed.
Returns None on missing/invalid/expired token instead of raising. Used by
surfaces like /config/public that anonymous clients can hit but where an
authenticated user gets a tailored response (e.g. INTERNAL_TESTER_EMAILS
allowlist override).
"""
auth_header = request.headers.get("Authorization") or request.headers.get("authorization")
if not auth_header or not auth_header.lower().startswith("bearer "):
return None
token = auth_header.split(None, 1)[1].strip()
if not token:
return None
payload = decode_token(token)
if payload is None or payload.get("type") != "access":
return None
user_id = payload.get("sub")
if user_id is None:
return None
try:
user_uuid = UUID(user_id)
except ValueError:
return None
result = await db.execute(select(User).where(User.id == user_uuid))
return result.scalar_one_or_none()
async def get_refresh_token_payload(
token: Annotated[str, Depends(oauth2_scheme)]
) -> dict:

View File

@@ -972,7 +972,7 @@ async def update_user_plan(
current_user: Annotated[User, Depends(require_admin)],
):
"""Change a user's subscription plan (super admin only)."""
if data.plan not in ("free", "pro", "starter", "enterprise"):
if data.plan not in ("free", "pro", "team"):
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="Invalid plan")
user, subscription = await _get_user_subscription(user_id, db)
old_plan = subscription.plan
@@ -991,7 +991,7 @@ async def update_account_plan(
current_user: Annotated[User, Depends(require_admin)],
):
"""Change an account subscription plan (super admin only)."""
if data.plan not in ("free", "pro", "starter", "enterprise"):
if data.plan not in ("free", "pro", "team"):
raise HTTPException(status_code=status.HTTP_400_BAD_REQUEST, detail="Invalid plan")
account, subscription = await _get_account_subscription(account_id, db)
old_plan = subscription.plan

View File

@@ -28,7 +28,7 @@ async def get_dashboard_metrics(
) or 0
paid_accounts = await db.scalar(
select(func.count()).select_from(Subscription).where(
Subscription.plan.in_(["pro", "starter", "enterprise"])
Subscription.plan.in_(["pro", "team"])
)
) or 0
total_trees = await db.scalar(

View File

@@ -150,7 +150,7 @@ async def register(
# and so paid/trial-bearing codes still apply when supplied.
if (
settings.REQUIRE_INVITE_CODE
and not settings.is_self_serve_active_for(user_data.email)
and not settings.SELF_SERVE_ENABLED
and not user_data.invite_code
):
raise HTTPException(

View File

@@ -11,31 +11,22 @@ frontend codegen and other call sites if needed.
from __future__ import annotations
from typing import Annotated, Optional
from fastapi import APIRouter
from fastapi import APIRouter, Depends
from app.api.deps import get_current_user_optional
from app.core.config import settings
from app.models.user import User
from app.schemas.config import PublicConfigResponse
router = APIRouter(prefix="/config", tags=["config"])
@router.get("/public", response_model=PublicConfigResponse)
async def get_public_config(
current_user: Annotated[Optional[User], Depends(get_current_user_optional)],
) -> PublicConfigResponse:
async def get_public_config() -> PublicConfigResponse:
"""Return public-safe runtime config.
`oauth_providers` reflects which OAuth client IDs are configured server
side; the frontend uses it to render only buttons that will actually
succeed. `self_serve_enabled` is the master switch for the new public
self-serve signup flow; an authenticated caller whose email is on the
INTERNAL_TESTER_EMAILS allowlist sees `True` even when the global flag
is off, so internal validation in prod test mode can exercise the full
surface before the public flip.
self-serve signup flow.
"""
providers: list[str] = []
if settings.GOOGLE_CLIENT_ID:
@@ -43,8 +34,7 @@ async def get_public_config(
if settings.MS_CLIENT_ID:
providers.append("microsoft")
user_email = current_user.email if current_user else None
return PublicConfigResponse(
self_serve_enabled=settings.is_self_serve_active_for(user_email),
self_serve_enabled=settings.SELF_SERVE_ENABLED,
oauth_providers=providers,
)

View File

@@ -97,40 +97,6 @@ class Settings(BaseSettings):
STRIPE_WEBHOOK_SECRET: Optional[str] = None
SELF_SERVE_ENABLED: bool = False
# Internal tester allowlist for soft cutover. Comma-separated emails;
# when SELF_SERVE_ENABLED is False, listed users still see the self-serve
# surfaces (pricing page, invite-code-optional registration, etc.) so the
# full flow can be exercised in prod test mode before public flip.
INTERNAL_TESTER_EMAILS: list[str] = []
@field_validator("INTERNAL_TESTER_EMAILS", mode="before")
@classmethod
def split_internal_tester_emails(cls, v) -> list[str]:
"""Parse a comma-separated string into a normalized lowercase list."""
if v is None or v == "":
return []
if isinstance(v, list):
return [e.strip().lower() for e in v if e and e.strip()]
if isinstance(v, str):
return [e.strip().lower() for e in v.split(",") if e.strip()]
return []
def is_internal_tester(self, email: Optional[str]) -> bool:
"""Case-insensitive allowlist check. None/empty email is never a tester."""
if not email:
return False
return email.lower() in self.INTERNAL_TESTER_EMAILS
def is_self_serve_active_for(self, email: Optional[str]) -> bool:
"""True if self-serve surfaces should render for this user.
Either the global flag is on, or the user is on the internal-tester
allowlist. Anonymous calls (email is None) only see the global flag.
"""
if self.SELF_SERVE_ENABLED:
return True
return self.is_internal_tester(email)
@property
def stripe_enabled(self) -> bool:
"""Check if Stripe is configured."""

View File

@@ -37,12 +37,12 @@ class Subscription(Base):
@property
def is_paid(self) -> bool:
# Excludes complimentary and trialing so MRR/paid-customer metrics aren't inflated.
return self.plan in ("pro", "starter", "enterprise") and self.status not in ("complimentary", "trialing")
return self.plan in ("pro", "team") and self.status not in ("complimentary", "trialing")
@property
def has_pro_entitlement(self) -> bool:
"""True if the account can access Pro features right now."""
if self.plan in ("pro", "starter", "enterprise"):
if self.plan in ("pro", "team"):
if self.status in ("active", "complimentary"):
return True
if self.status == "trialing" and self.current_period_end is not None:

View File

@@ -125,7 +125,7 @@ class AdminAccountDetailResponse(AdminAccountListItem):
class AdminAccountCreate(BaseModel):
name: str = Field(..., min_length=1, max_length=255)
plan: Literal["free", "pro", "starter", "enterprise"] = "free"
plan: Literal["free", "pro", "team"] = "free"
owner_email: Optional[EmailStr] = Field(None, description="Email of an existing user to set as owner")

View File

@@ -4,7 +4,7 @@ from pydantic import BaseModel
class CheckoutSessionCreate(BaseModel):
plan: Literal["pro", "starter", "enterprise"]
plan: Literal["pro", "starter", "team", "enterprise"]
seats: int
billing_interval: Literal["monthly", "annual"] = "monthly"

View File

@@ -9,7 +9,7 @@ class InviteCodeCreate(BaseModel):
expires_at: Optional[datetime] = Field(None, description="Optional expiration time")
note: Optional[str] = Field(None, max_length=255, description="Note about who this code is for")
email: Optional[EmailStr] = Field(None, description="Recipient email for invite delivery")
assigned_plan: Literal["free", "pro", "starter", "enterprise"] = Field("free", description="Plan to assign on registration")
assigned_plan: Literal["free", "pro", "team"] = Field("free", description="Plan to assign on registration")
trial_duration_days: Optional[int] = Field(None, ge=1, le=90, description="Trial duration in days (1-90)")
@model_validator(mode="after")

View File

@@ -41,7 +41,7 @@ class SubscriptionDetails(BaseModel):
class SubscriptionPlanUpdate(BaseModel):
plan: str # free, pro, starter, enterprise
plan: str # free, pro, team
model_config = {"json_schema_extra": {"examples": [{"plan": "pro"}]}}

View File

@@ -97,18 +97,7 @@ async def main() -> None:
)
row = result.first()
if row:
# Backfill email_verified_at for existing rows so older test
# users created before this script set the field still bypass
# the 7-day verification grace.
await conn.execute(
text("""
UPDATE users
SET email_verified_at = COALESCE(email_verified_at, :now)
WHERE email = :email
"""),
{"email": cfg["email"], "now": now},
)
print(f" [SKIP] {cfg['email']} already exists (email_verified_at backfilled if null)")
print(f" [SKIP] {cfg['email']} already exists")
if cfg["key"] == "team_admin":
team_account_id = row.account_id
continue
@@ -141,17 +130,12 @@ async def main() -> None:
# ---- Create User ----
user_id = uuid.uuid4()
# email_verified_at is stamped at seed time so test users bypass the
# 7-day verification grace immediately. Without this, fixtures hit
# require_verified_email_after_grace once their created_at ages past
# 7 days and get walled out of protected routes.
await conn.execute(
text("""
INSERT INTO users (id, email, password_hash, name, role, is_super_admin,
is_team_admin, is_active, account_id, account_role,
created_at, email_verified_at)
is_team_admin, is_active, account_id, account_role, created_at)
VALUES (:id, :email, :pw, :name, 'engineer', :is_sa, :is_ta, true,
:account_id, :account_role, :now, :now)
:account_id, :account_role, :now)
"""),
{
"id": user_id,

View File

@@ -1,199 +0,0 @@
#!/usr/bin/env python3
"""Sync plan_billing rows from Stripe products and prices.
Reads the active Stripe environment (test or live, determined by
STRIPE_SECRET_KEY in env), looks up the canonical ResolutionFlow products
by exact name match, picks the active monthly recurring price for tiers
that have one, and upserts plan_billing rows.
Idempotent. Safe to re-run after price changes, after live cutover, or
after rotating Stripe keys.
Tier mapping (name in Stripe -> plan slug in plan_limits):
ResolutionFlow Starter -> starter (monthly price required)
ResolutionFlow Pro -> pro (monthly price required)
ResolutionFlow Enterprise -> enterprise (no price, sales-led)
Annual prices are intentionally not supported in this iteration. The
plan_billing schema allows annual fields (stripe_annual_price_id,
annual_price_cents); this script leaves them NULL.
Usage:
docker exec -w /app resolutionflow_backend python -m scripts.sync_stripe_plan_ids
docker exec -w /app resolutionflow_backend python -m scripts.sync_stripe_plan_ids --dry-run
"""
import argparse
import asyncio
import logging
import sys
from typing import Optional
import stripe
from app.core.config import settings
from app.core.database import async_session_maker
from sqlalchemy import text
logger = logging.getLogger("sync_stripe_plan_ids")
logging.basicConfig(
level=logging.INFO,
format="%(asctime)s %(levelname)s %(message)s",
)
PLAN_NAME_TO_SLUG = {
"ResolutionFlow Starter": "starter",
"ResolutionFlow Pro": "pro",
"ResolutionFlow Enterprise": "enterprise",
}
PLANS_REQUIRING_PRICE = {"starter", "pro"}
PLAN_DEFAULTS = {
"starter": {"sort_order": 10, "is_public": True},
"pro": {"sort_order": 20, "is_public": True},
"enterprise": {"sort_order": 30, "is_public": True},
}
def find_product_by_name(target: str) -> Optional[stripe.Product]:
"""Page through active products and return the first exact name match."""
for product in stripe.Product.list(active=True, limit=100).auto_paging_iter():
if product.name == target:
return product
return None
def find_active_monthly_price(product_id: str) -> Optional[stripe.Price]:
"""Return the active recurring monthly price for a product, or None."""
candidates = [
p
for p in stripe.Price.list(product=product_id, active=True, limit=100).auto_paging_iter()
if p.type == "recurring"
and p.recurring is not None
and p.recurring.get("interval") == "month"
and p.recurring.get("interval_count", 1) == 1
]
if not candidates:
return None
if len(candidates) > 1:
logger.warning(
"Product %s has %d active monthly recurring prices; picking %s. "
"Archive the others to silence this warning.",
product_id, len(candidates), candidates[0].id,
)
return candidates[0]
async def upsert_plan_billing(
plan: str,
display_name: str,
description: Optional[str],
monthly_price_cents: Optional[int],
stripe_product_id: Optional[str],
stripe_monthly_price_id: Optional[str],
sort_order: int,
is_public: bool,
dry_run: bool,
) -> None:
"""Upsert one plan_billing row. Annual fields stay NULL."""
if dry_run:
logger.info(
"[dry-run] would upsert plan=%s display=%s monthly_cents=%s "
"product=%s monthly_price=%s",
plan, display_name, monthly_price_cents,
stripe_product_id, stripe_monthly_price_id,
)
return
sql = text("""
INSERT INTO plan_billing (
plan, display_name, description,
monthly_price_cents, annual_price_cents,
stripe_product_id, stripe_monthly_price_id, stripe_annual_price_id,
is_public, is_archived, sort_order
) VALUES (
:plan, :display_name, :description,
:monthly_price_cents, NULL,
:stripe_product_id, :stripe_monthly_price_id, NULL,
:is_public, FALSE, :sort_order
)
ON CONFLICT (plan) DO UPDATE SET
display_name = EXCLUDED.display_name,
description = EXCLUDED.description,
monthly_price_cents = EXCLUDED.monthly_price_cents,
stripe_product_id = EXCLUDED.stripe_product_id,
stripe_monthly_price_id = EXCLUDED.stripe_monthly_price_id,
is_public = EXCLUDED.is_public,
sort_order = EXCLUDED.sort_order,
updated_at = NOW()
""")
async with async_session_maker() as session:
await session.execute(sql, {
"plan": plan,
"display_name": display_name,
"description": description,
"monthly_price_cents": monthly_price_cents,
"stripe_product_id": stripe_product_id,
"stripe_monthly_price_id": stripe_monthly_price_id,
"is_public": is_public,
"sort_order": sort_order,
})
await session.commit()
logger.info("upserted plan_billing for plan=%s", plan)
async def main(dry_run: bool) -> int:
if not settings.STRIPE_SECRET_KEY:
logger.error("STRIPE_SECRET_KEY is not set. Refusing to run.")
return 2
stripe.api_key = settings.STRIPE_SECRET_KEY
mode = "live" if settings.STRIPE_SECRET_KEY.startswith("sk_live_") else "test"
logger.info("connected to Stripe in %s mode", mode)
errors: list[str] = []
for product_name, plan in PLAN_NAME_TO_SLUG.items():
defaults = PLAN_DEFAULTS[plan]
product = find_product_by_name(product_name)
if product is None:
errors.append(f"Stripe product not found: {product_name!r}")
continue
price = None
if plan in PLANS_REQUIRING_PRICE:
price = find_active_monthly_price(product.id)
if price is None:
errors.append(
f"No active monthly recurring price for {product_name!r} "
f"(product {product.id})"
)
continue
await upsert_plan_billing(
plan=plan,
display_name=product.name,
description=product.description,
monthly_price_cents=price.unit_amount if price else None,
stripe_product_id=product.id,
stripe_monthly_price_id=price.id if price else None,
sort_order=defaults["sort_order"],
is_public=defaults["is_public"],
dry_run=dry_run,
)
if errors:
for e in errors:
logger.error(e)
return 1
logger.info("done")
return 0
if __name__ == "__main__":
parser = argparse.ArgumentParser(description=__doc__)
parser.add_argument("--dry-run", action="store_true", help="Log actions without writing.")
args = parser.parse_args()
sys.exit(asyncio.run(main(dry_run=args.dry_run)))

View File

@@ -172,9 +172,8 @@ async def test_db() -> AsyncGenerator[AsyncSession, None]:
INSERT INTO plan_limits (plan, max_trees, max_sessions_per_month, max_users, custom_branding, priority_support, export_formats)
VALUES
('free', 3, 20, 1, false, false, '["markdown", "text"]'),
('starter', 10, 75, 1, false, false, '["markdown", "text", "html"]'),
('pro', 25, 200, 5, true, false, '["markdown", "text", "html"]'),
('enterprise', NULL, NULL, NULL, true, true, '["markdown", "text", "html"]')
('team', NULL, NULL, NULL, true, true, '["markdown", "text", "html"]')
"""))
# Seed the platform/system account (PLATFORM_ACCOUNT_ID) needed by

View File

@@ -122,9 +122,9 @@ class TestAdminPlanLimits:
):
"""PUT /admin/plan-limits upserts a plan_billing row when billing
fields are included in the body."""
# Ensure no plan_billing row exists for "enterprise" yet.
# Ensure no plan_billing row exists for "team" yet.
existing = (await test_db.execute(
select(PlanBilling).where(PlanBilling.plan == "enterprise")
select(PlanBilling).where(PlanBilling.plan == "team")
)).scalar_one_or_none()
if existing is not None:
await test_db.delete(existing)
@@ -133,7 +133,7 @@ class TestAdminPlanLimits:
response = await client.put(
"/api/v1/admin/plan-limits",
json={
"plan": "enterprise",
"plan": "team",
"max_trees": None,
"max_sessions_per_month": None,
"max_users": None,
@@ -163,7 +163,7 @@ class TestAdminPlanLimits:
# Confirm the row was actually persisted.
await test_db.commit() # ensure session sees other-session writes
pb = (await test_db.execute(
select(PlanBilling).where(PlanBilling.plan == "enterprise")
select(PlanBilling).where(PlanBilling.plan == "team")
)).scalar_one_or_none()
assert pb is not None
assert pb.display_name == "Team"
@@ -179,17 +179,17 @@ class TestAdminPlanLimits:
plan_billing row when the caller passes explicit nulls. The set of
guarded fields is {display_name, is_public, is_archived, sort_order}.
"""
# Seed a plan_billing row for "enterprise" with non-default values for every
# Seed a plan_billing row for "team" with non-default values for every
# NOT NULL field so we can detect any clobbering.
existing = (await test_db.execute(
select(PlanBilling).where(PlanBilling.plan == "enterprise")
select(PlanBilling).where(PlanBilling.plan == "team")
)).scalar_one_or_none()
if existing is not None:
await test_db.delete(existing)
await test_db.commit()
seeded = PlanBilling(
plan="enterprise",
plan="team",
display_name="Team Seeded",
is_public=False,
is_archived=True,
@@ -201,7 +201,7 @@ class TestAdminPlanLimits:
response = await client.put(
"/api/v1/admin/plan-limits",
json={
"plan": "enterprise",
"plan": "team",
"max_trees": None,
"max_sessions_per_month": None,
"max_users": None,
@@ -221,7 +221,7 @@ class TestAdminPlanLimits:
# Confirm the seeded NOT NULL values were preserved.
await test_db.commit() # ensure session sees writes from the request
pb = (await test_db.execute(
select(PlanBilling).where(PlanBilling.plan == "enterprise")
select(PlanBilling).where(PlanBilling.plan == "team")
)).scalar_one_or_none()
assert pb is not None
assert pb.display_name == "Team Seeded"

View File

@@ -49,58 +49,6 @@ class TestConfigPublic:
assert response.status_code == 200
assert response.json()["oauth_providers"] == ["microsoft"]
@pytest.mark.asyncio
async def test_get_config_public_returns_true_for_internal_tester(
self,
client: AsyncClient,
auth_headers: dict,
test_user: dict,
monkeypatch: pytest.MonkeyPatch,
):
"""Authenticated user whose email is on INTERNAL_TESTER_EMAILS sees
self_serve_enabled=True even when the global flag is off."""
monkeypatch.setattr(settings, "SELF_SERVE_ENABLED", False)
monkeypatch.setattr(settings, "GOOGLE_CLIENT_ID", None)
monkeypatch.setattr(settings, "MS_CLIENT_ID", None)
monkeypatch.setattr(settings, "INTERNAL_TESTER_EMAILS", [test_user["email"].lower()])
response = await client.get("/api/v1/config/public", headers=auth_headers)
assert response.status_code == 200
assert response.json()["self_serve_enabled"] is True
@pytest.mark.asyncio
async def test_get_config_public_returns_false_for_non_tester_when_global_off(
self,
client: AsyncClient,
auth_headers: dict,
monkeypatch: pytest.MonkeyPatch,
):
"""Authenticated user NOT on the allowlist sees the global flag —
prevents accidental opt-in via stale credentials or empty allowlist."""
monkeypatch.setattr(settings, "SELF_SERVE_ENABLED", False)
monkeypatch.setattr(settings, "GOOGLE_CLIENT_ID", None)
monkeypatch.setattr(settings, "MS_CLIENT_ID", None)
monkeypatch.setattr(settings, "INTERNAL_TESTER_EMAILS", ["someone-else@example.com"])
response = await client.get("/api/v1/config/public", headers=auth_headers)
assert response.status_code == 200
assert response.json()["self_serve_enabled"] is False
@pytest.mark.asyncio
async def test_get_config_public_anonymous_ignores_allowlist(
self, client: AsyncClient, monkeypatch: pytest.MonkeyPatch
):
"""Anonymous callers always see the global flag — the allowlist is
keyed on authenticated identity, not request content."""
monkeypatch.setattr(settings, "SELF_SERVE_ENABLED", False)
monkeypatch.setattr(settings, "GOOGLE_CLIENT_ID", None)
monkeypatch.setattr(settings, "MS_CLIENT_ID", None)
monkeypatch.setattr(settings, "INTERNAL_TESTER_EMAILS", ["anon-tester@example.com"])
response = await client.get("/api/v1/config/public")
assert response.status_code == 200
assert response.json()["self_serve_enabled"] is False
class TestRegisterInviteCodeGate:
"""Regression + new-behavior tests for /auth/register vs SELF_SERVE_ENABLED."""
@@ -150,55 +98,3 @@ class TestRegisterInviteCodeGate:
assert body["email"] == "self-serve@example.com"
assert body["account_role"] == "owner"
assert "account_id" in body
@pytest.mark.asyncio
async def test_register_invite_code_optional_for_internal_tester(
self, client: AsyncClient, monkeypatch: pytest.MonkeyPatch
):
"""SELF_SERVE_ENABLED is False but the registering email is on
INTERNAL_TESTER_EMAILS — registration should succeed without an
invite code, matching the per-email soft-cutover behavior."""
monkeypatch.setattr(settings, "REQUIRE_INVITE_CODE", True)
monkeypatch.setattr(settings, "SELF_SERVE_ENABLED", False)
monkeypatch.setattr(
settings, "INTERNAL_TESTER_EMAILS", ["tester@example.com"]
)
response = await client.post(
"/api/v1/auth/register",
json={
"email": "tester@example.com",
"password": "SecurePass123!",
"name": "Internal Tester",
},
)
assert response.status_code == 201, response.text
body = response.json()
assert body["email"] == "tester@example.com"
assert body["account_role"] == "owner"
@pytest.mark.asyncio
async def test_register_blocked_for_non_tester_when_self_serve_disabled(
self, client: AsyncClient, monkeypatch: pytest.MonkeyPatch
):
"""Registering with an email NOT on the allowlist still 400s when
self-serve is off and no invite code is provided. Prevents the
allowlist from leaking to public users."""
monkeypatch.setattr(settings, "REQUIRE_INVITE_CODE", True)
monkeypatch.setattr(settings, "SELF_SERVE_ENABLED", False)
monkeypatch.setattr(
settings, "INTERNAL_TESTER_EMAILS", ["other@example.com"]
)
response = await client.post(
"/api/v1/auth/register",
json={
"email": "outsider@example.com",
"password": "SecurePass123!",
"name": "Outsider",
},
)
assert response.status_code == 400
assert "invite code is required" in response.json()["detail"].lower()

View File

@@ -49,7 +49,7 @@ class TestInviteCodeCreation:
):
response = await client.post(
"/api/v1/invites",
json={"assigned_plan": "enterprise", "email": "beta@example.com"},
json={"assigned_plan": "team", "email": "beta@example.com"},
headers=admin_auth_headers,
)
assert response.status_code == 201
@@ -149,7 +149,7 @@ class TestRegistrationWithInvitePlan:
# Create team invite without trial
resp = await client.post(
"/api/v1/invites",
json={"assigned_plan": "enterprise"},
json={"assigned_plan": "team"},
headers=admin_auth_headers,
)
code = resp.json()["code"]
@@ -172,7 +172,7 @@ class TestRegistrationWithInvitePlan:
sub = (await test_db.execute(
select(Subscription).where(Subscription.account_id == user.account_id)
)).scalar_one()
assert sub.plan == "enterprise"
assert sub.plan == "team"
assert sub.status == "active"

View File

@@ -14,12 +14,7 @@ from app.models.plan_limits import PlanLimits
async def _seed_plan_limits(test_db, plan: str, max_users: int | None) -> None:
"""Ensure a plan_limits row exists with the given max_users.
Upserts: conftest seeds the canonical plans (free/starter/pro/enterprise)
so this helper has to overwrite max_users when a test wants different
values for fixture-driven assertions.
"""
"""Ensure a plan_limits row exists for the given plan name."""
existing = await test_db.get(PlanLimits, plan)
if existing is None:
test_db.add(
@@ -33,9 +28,7 @@ async def _seed_plan_limits(test_db, plan: str, max_users: int | None) -> None:
export_formats=["markdown", "text"],
)
)
else:
existing.max_users = max_users
await test_db.commit()
await test_db.commit()
class TestGetPlansPublic:

View File

@@ -40,16 +40,11 @@ services:
- ALGORITHM=HS256
- ACCESS_TOKEN_EXPIRE_MINUTES=15
- REFRESH_TOKEN_EXPIRE_DAYS=7
- REQUIRE_INVITE_CODE=false
- REQUIRE_INVITE_CODE=true
- FEEDBACK_EMAIL=feedback@resolutionflow.com
- AI_PROVIDER=anthropic
- ANTHROPIC_API_KEY=${ANTHROPIC_API_KEY}
- GOOGLE_AI_API_KEY=${GOOGLE_AI_API_KEY:-}
- STRIPE_SECRET_KEY=${STRIPE_SECRET_KEY:-}
- STRIPE_PUBLISHABLE_KEY=${STRIPE_PUBLISHABLE_KEY:-}
- STRIPE_WEBHOOK_SECRET=${STRIPE_WEBHOOK_SECRET:-}
- SELF_SERVE_ENABLED=${SELF_SERVE_ENABLED:-false}
- INTERNAL_TESTER_EMAILS=${INTERNAL_TESTER_EMAILS:-}
- ENABLE_MCP_MICROSOFT_LEARN=true
- FRONTEND_URL=http://docker-01:5173
- CORS_ORIGINS=["http://localhost:5173","http://127.0.0.1:5173","http://docker-01:5173","http://100.64.78.44:5173"]

View File

@@ -8,7 +8,7 @@ export function useSubscription() {
const usage = subscription?.usage ?? null
const isActive = subscription?.subscription.status === 'active' || subscription?.subscription.status === 'trialing'
const isPaidPlan = plan === 'pro' || plan === 'starter' || plan === 'enterprise'
const isPaidPlan = plan === 'pro' || plan === 'team'
const canUseFeature = (feature: 'custom_branding' | 'priority_support'): boolean => {
if (!limits) return false