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feat: add billing foundation and entitlement enforcement

- add workspace-scoped billing storage, usage tracking, and add-on catalog
- enforce plan entitlements for search and deep research routes
- expand pricing and account UI around billing state, usage, and upgrades
This commit is contained in:
pguerrerox
2026-05-22 17:50:28 +00:00
parent f1a46c79f2
commit 94b8c357b4
21 changed files with 2269 additions and 151 deletions
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@@ -4,18 +4,22 @@ All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/).
## [Unreleased]
## [2026-05-22]
### Added
- Added an authenticated `Account` page with editable profile settings, workspace details, usage summaries, and placeholders for upcoming billing and team management.
- Added workspace and workspace-membership schema foundations plus new account API endpoints so each user now has a default personal workspace for future company, billing, and team features.
- Added a shared billing catalog, entitlement policy helpers, and feature-gate logic for Starter, Growth, Pro, and Enterprise packaging so pricing and future subscription enforcement can share one source of truth.
- Added workspace-scoped billing foundation storage, repository/service layers, and add-on catalog definitions for billing accounts, usage periods, usage counters, purchases, and balances.
- Added backend entitlement enforcement for basic search and deep research routes using shared workspace billing state and reusable usage-cost estimation.
- Added workspace-readiness reference material plus billing-aware account usage, add-on, and upgrade surfaces to keep plan promises honest during the workspace migration phase.
### Changed
- Normalized the product UI around shared design primitives for buttons, cards, alerts, tabs, and page shells to keep public, auth, research, results, dashboard, map, and account surfaces visually aligned.
- Refined the authenticated app for mobile with a phone-friendly top bar, bottom tab navigation, shorter inline research maps, touch-friendlier map gestures, and a mobile lead-card presentation in the dashboard while preserving desktop layouts.
- Rebranded public, auth, worker, and supporting documentation copy from `Leads4less` to `LocaleScope` and repositioned the product around local market intelligence and territory research.
- Reworked the public pricing section and account billing placeholder to read from shared plan metadata, laying groundwork for future subscription, usage, and upgrade controls.
- Expanded the pricing experience with monthly/annual plan toggles, interval-specific pricing cards, and a comparison table derived from canonical billing metadata.
- Bootstrapped existing and new workspaces into a pre-payments Starter billing state so usage tracking and enforcement can run before subscription automation exists.
- Updated dashboard, map, and results copy to describe saved businesses and research outputs instead of lead-focused terminology.
## [2026-05-01]
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@@ -161,54 +161,115 @@
- [ ] Future note: revisit the fallback `coming_soon` state for unavailable or unmapped features before broad UI rollout so hidden vs upgrade vs future behavior stays intentional.
## 5) Billing & Data Model Design
- [ ] Design subscription/account state separately from the canonical plan catalog.
- [ ] Keep billing-provider identifiers out of the canonical catalog until payments integration work begins.
- [ ] Design subscription state storage for current plan, billing interval, and status.
- [ ] Design a monthly usage ledger for:
- [x] Design subscription/account state separately from the canonical plan catalog.
- [x] Keep billing-provider identifiers out of the canonical catalog until payments integration work begins.
- [x] Design subscription state storage for current plan, billing interval, and status.
- [x] Design a monthly usage ledger for:
- research credits/runs
- exports
- enrichments
- API usage (future)
- [ ] Design add-on purchases and remaining balances.
- [ ] Define renewal/reset behavior for monthly quotas.
- [ ] Define annual billing behavior and renewal terms.
- [ ] Define LTD handling with monthly quotas and non-unlimited usage.
- [x] Design add-on purchases and remaining balances.
- [x] Define renewal/reset behavior for monthly quotas.
- [x] Define annual billing behavior and renewal terms.
- [x] Define LTD handling with monthly quotas and non-unlimited usage.
- [x] Implement workspace-scoped billing foundation storage for:
- billing accounts
- usage periods
- usage counters
- add-on purchases
- add-on balances
- [x] Add billing repository/service layers and minimal account-data integration.
- [x] Keep step `#5` foundation-only:
- no Stripe/webhook integration yet
- no route enforcement yet
- no full billing UI rollout yet
- [ ] Future note: `remaining = 0` for `not_available` resources is intentional and should stay aligned with entitlement semantics.
- [ ] Future note: expired billing periods should fail closed for current usage-window resolution until subscription lifecycle automation can advance billing periods reliably.
- [ ] Future note: consider exposing `usagePeriodId` later if enforcement, debugging, or admin tooling needs period-level traceability.
- [ ] Future note: add transactional workflows around billing-account updates, usage updates, and add-on purchase/balance mutations once real payment flows are introduced.
- [ ] Future note: `plan_code` is currently unconstrained text in the database; keep application-side validation strict unless a later migration adds stronger DB validation.
- [ ] Future note: usage ownership is workspace-scoped in storage, but current operational enforcement is still catching up to that model.
## 6) Enforcement Architecture
- [ ] Create a centralized entitlement/usage policy service on the backend.
- [ ] Ensure all high-cost actions check entitlements before execution.
- [ ] Start with enforcement on:
- research routes
- export routes
- enrichment routes (future)
- [ ] Add queue prioritization by plan tier.
- [ ] Add throttling/fair-usage controls.
- [ ] Add clear API responses for quota exhaustion and upgrade flows.
- [x] Create a centralized entitlement/usage policy service on the backend.
- [x] Ensure all high-cost actions check entitlements before execution.
- [x] Start with enforcement on:
- [x] research routes
- [x] Bootstrap new and existing workspaces into a usable pre-payments Starter billing state so enforcement does not hard-block all chargeable actions before subscriptions exist.
- [x] Reuse a shared deep-research estimate path so entitlement cost estimation and batch creation use the same preview-derived basis.
- [x] Add clear API responses for quota exhaustion and upgrade flows.
- [ ] Future note: the current enforcement slice should be treated as the core entitlement/runtime gate, not the full operational control layer.
- [ ] Future note: the default Starter bootstrap is a pre-payments usability policy and should be revisited when real subscription lifecycle automation is implemented.
## 7) Workspace, User, and Collaboration Readiness
- [ ] Review whether current data ownership is sufficiently workspace-scoped for plan promises.
- [ ] Identify gaps between current user-scoped data model and promised team/workspace packaging.
- [ ] Document which catalog limits can be enforced immediately versus only represented commercially at launch.
- [ ] Define how to enforce:
- users included
- workspace limits
- shared assets/lists
- collaboration permissions
- [ ] Decide whether some collaboration features need phased rollout rather than immediate sale.
- [x] Review whether current data ownership is sufficiently workspace-scoped for plan promises.
- [x] Identify gaps between current user-scoped data model and promised team/workspace packaging.
- [x] Document which catalog limits can be enforced immediately versus only represented commercially at launch.
- [x] Define how to enforce:
- [x] users included
- [x] workspace limits
- [x] shared assets/lists
- [x] collaboration permissions
- [x] Decide whether some collaboration features need phased rollout rather than immediate sale.
- [x] Add a shared workspace-readiness matrix covering:
- current ownership scope
- target ownership scope
- enforceability state
- collaboration phase definitions
- [x] Document the current collaboration phase as workspace billing with mostly personal data ownership.
- [x] Define the migration target for workspace ownership of:
- `search_jobs`
- `deep_research_batches`
- `businesses`
- `search_job_results`
- [ ] Future note: before true collaboration is sold as real runtime behavior, core domain entities need `workspace_id` ownership and repository/query updates.
- [ ] Future note: users included and workspace limits should remain soft-gated until multi-workspace UX and shared data ownership mature.
- [ ] Future note: shared lists, tagging/notes, and collaboration permissions should not be treated as hard-enforceable features until the workspace migration is complete.
## 8) Add-On Strategy
- [ ] Define export add-ons:
## 8) Pricing Page & Account UX
- [x] Build pricing page from canonical plan definitions instead of hardcoded copy.
- [x] Derive pricing-card and comparison-table content from presentation metadata layered on top of the canonical catalog.
- [x] Add plan comparison table.
- [x] Add annual/monthly toggle.
- [x] Add upgrade CTAs and contact-sales CTA.
- [x] Add account/billing page showing:
- [x] current plan
- [x] billing interval
- [x] usage this month
- [x] remaining quota
- [x] available add-ons
- [x] upgrade options
- [x] Add quota warning UX before hard exhaustion.
- [x] Keep migration-dependent collaboration messaging honest by surfacing included-but-not-ready capabilities as `Coming soon` instead of pretending they are fully live.
- [ ] Future note: the pricing comparison table should stay aligned with workspace-readiness decisions as collaboration and shared asset features move toward workspace ownership.
- [ ] Future note: upgrade CTAs are present, but actual checkout/subscription management should remain tied to the future payments integration step.
- [ ] Future note: pricing and account UX should keep users included, workspace limits, and collaboration-adjacent promises explicitly soft-gated until workspace-owned shared data and hard enforcement are ready.
- [ ] Future note: replace placeholder upgrade CTAs in the account billing UI with a real upgrade path, pricing-page jump, contact-sales flow, or explicit `coming soon` behavior before broader rollout.
## 9) Add-On Strategy
- [x] Define export add-ons:
- +10k exports = $29
- +50k exports = $99
- [ ] Define enrichment packs:
- [x] Define enrichment packs:
- 1,000 enrichments = $49
- [ ] Reserve future add-ons for:
- [x] Reserve future add-ons for:
- AI prospecting assistant
- white-label / agency tools
- higher API capacity
- [ ] Decide whether add-ons are one-time, monthly recurring, or both.
- [x] Decide whether add-ons are one-time, monthly recurring, or both.
- [ ] Future note: launch active add-ons should stay limited to one-time export packs until enrichment delivery and payments lifecycle handling are live.
- [ ] Future note: recurring feature add-ons should not be sold until the underlying capabilities and subscription management flows exist end-to-end.
## 9) Founder / LTD Strategy
## 10) Payments Integration
- [ ] Choose billing provider (likely Stripe).
- [ ] Map internal SKUs to external billing products/prices.
- [ ] Support subscriptions, annual billing, add-ons, and enterprise/manual invoicing.
- [ ] Define webhook handling for subscription state changes.
- [ ] Define downgrade, cancellation, retry, and grace-period behavior.
- [ ] Add internal admin visibility for billing state.
## 11) Founder / LTD Strategy
- [ ] Decide whether to launch founder LTD at all.
- [ ] If yes, define strict quantity cap (e.g. first 100-250 customers).
- [ ] Define founder SKUs:
@@ -217,29 +278,6 @@
- [ ] Ensure founder plans have monthly quotas and exclude unlimited compute/API.
- [ ] Define which future features are excluded from LTD plans.
## 10) Pricing Page & Account UX
- [ ] Build pricing page from canonical plan definitions instead of hardcoded copy.
- [ ] Derive pricing-card and comparison-table content from presentation metadata layered on top of the canonical catalog.
- [ ] Add plan comparison table.
- [ ] Add annual/monthly toggle.
- [ ] Add upgrade CTAs and contact-sales CTA.
- [ ] Add account/billing page showing:
- current plan
- billing interval
- usage this month
- remaining quota
- available add-ons
- upgrade options
- [ ] Add quota warning UX before hard exhaustion.
## 11) Payments Integration
- [ ] Choose billing provider (likely Stripe).
- [ ] Map internal SKUs to external billing products/prices.
- [ ] Support subscriptions, annual billing, add-ons, and enterprise/manual invoicing.
- [ ] Define webhook handling for subscription state changes.
- [ ] Define downgrade, cancellation, retry, and grace-period behavior.
- [ ] Add internal admin visibility for billing state.
## 12) Analytics, Ops, and Revenue Instrumentation
- [ ] Track pricing-page conversion by plan.
- [ ] Track quota exhaustion events.
@@ -251,13 +289,33 @@
- [ ] Track plan mix, churn, expansion revenue, and annual conversion.
- [ ] Add internal dashboards for billing and usage health.
## 13) Rollout Plan
## 13) Operational Enforcement Follow-Up
- [ ] Add queue prioritization by plan tier.
- [ ] Add throttling/fair-usage controls.
- [ ] Add export-route enforcement once CSV/export generation moves to a backend endpoint.
- [ ] Add enrichment-route enforcement once enrichment actions/routes are implemented.
- [ ] Future note: queue prioritization is deferred until async worker routing or higher-volume queued execution becomes an active runtime path.
- [ ] Future note: throttling/fair-usage controls are deferred until higher-volume execution patterns require operational protection.
- [ ] Future note: export enforcement remains deferred until CSV/export generation moves to a backend endpoint.
- [ ] Future note: enrichment-route enforcement remains deferred until enrichment actions/routes are implemented.
## 14) Rollout Plan
- [ ] Phase 1: finalize canonical plan definitions, presentation metadata boundaries, and entitlement model.
- [ ] Phase 2: implement usage ledger and backend enforcement.
- [ ] Phase 3: update pricing page and account/billing UI.
- [ ] Phase 4: integrate payments and subscription lifecycle handling.
- [ ] Phase 5: launch add-ons and annual billing.
- [ ] Phase 6: launch collaboration, API, enrichment, and enterprise features as architecture matures.
- [ ] Phase 3: review workspace, user, and collaboration readiness before expanding team/workspace promises.
- [ ] Phase 4: update pricing page and account/billing UI based on the workspace/collaboration readiness decisions.
- [ ] Phase 5: finalize add-on strategy before wiring payment products.
- [ ] Phase 6: integrate payments and subscription lifecycle handling.
- [ ] Phase 7: decide and implement founder/LTD strategy only after the core subscription path is stable.
- [ ] Phase 8: expand analytics, ops, and revenue instrumentation around the live billing and upgrade flows.
- [ ] Phase 9: launch collaboration, API, enrichment, and enterprise features as architecture matures.
- [ ] Phase 10: complete deferred operational enforcement work such as queue prioritization, throttling, and backend export enforcement when runtime scale justifies it.
## Recommended Execution Order
- [ ] Next: `#10 Payments Integration`
- [ ] Then: `#11 Founder / LTD Strategy`
- [ ] Then: `#12 Analytics, Ops, and Revenue Instrumentation`
- [ ] Keep `#13 Operational Enforcement Follow-Up` deferred until async worker routing, backend exports, or higher-volume execution patterns make it necessary.
## Open Questions
- [ ] Will research capacity be marketed as runs, credits, or both?
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# Workspace Readiness
## Current State
LocaleScope now uses workspaces as the billing and quota subject, but the core research domain is still mostly user-owned.
Already workspace-scoped:
- workspaces
- workspace memberships
- billing accounts
- usage periods and counters
- add-on purchases and balances
Still user-scoped but targeted for workspace ownership:
- search jobs
- deep research batches
- saved businesses
- search job results
Should remain user-scoped:
- users
- sessions
## Practical Implication
The product currently operates in a mixed phase:
- billing, quotas, and memberships are workspace-based
- most saved operational data still behaves like personal user-owned data
This means some commercial promises can be enforced now, while others should remain soft-gated or clearly phased.
## Enforceability Matrix
Hard enforce now:
- research credits
Requires backend route before hard enforcement:
- exports
Soft gate now:
- users included
- workspace limits
Requires schema migration first:
- shared assets / shared history
- collaboration permissions
- tagging and notes
- shared lists
Future implementation:
- saved searches
- deduplication
- export history
- scheduled research
- CRM integrations
- API access
- webhooks
- enrichments
## Collaboration Phases
### V1: Personal Data With Workspace Billing
- a user consumes usage against their primary workspace
- billing and quotas are tracked at the workspace level
- search history and saved businesses remain effectively personal
### V2: Shared Workspace Data
- search jobs and deep research batches become workspace-owned
- saved businesses and results become shareable across members
- role-aware collaboration and shared asset rules become enforceable
## Migration Target
Before team/workspace promises are enforced as real collaboration features, these tables should gain `workspace_id` ownership:
- `search_jobs`
- `deep_research_batches`
- `businesses`
- `search_job_results`
Recommended migration approach:
1. add nullable `workspace_id`
2. backfill from each user's primary workspace
3. update repositories/services to prefer workspace ownership
4. make `workspace_id` non-null once the transition is complete
## Rule To Keep In Mind
Until workspace-owned domain data exists, team and collaboration plan promises should be treated as:
- commercially described
- softly gated in product messaging
- not fully enforceable runtime collaboration behavior
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create table if not exists public.workspace_billing_accounts (
id uuid primary key default gen_random_uuid(),
workspace_id uuid not null references public.workspaces (id) on delete cascade,
plan_code text,
billing_interval text check (billing_interval in ('monthly', 'annual', 'custom')),
status text not null check (status in ('not_configured', 'inactive', 'active', 'past_due', 'canceled')),
current_period_starts_at timestamptz,
current_period_ends_at timestamptz,
cancel_at_period_end boolean not null default false,
canceled_at timestamptz,
trial_ends_at timestamptz,
external_customer_ref text,
external_subscription_ref text,
created_at timestamptz not null default now(),
updated_at timestamptz not null default now(),
constraint workspace_billing_accounts_workspace_id_key unique (workspace_id),
constraint workspace_billing_accounts_period_bounds_check check (
(current_period_starts_at is null and current_period_ends_at is null)
or (current_period_starts_at is not null and current_period_ends_at is not null)
)
);
create table if not exists public.workspace_usage_periods (
id uuid primary key default gen_random_uuid(),
workspace_id uuid not null references public.workspaces (id) on delete cascade,
billing_account_id uuid not null references public.workspace_billing_accounts (id) on delete cascade,
period_starts_at timestamptz not null,
period_ends_at timestamptz not null,
created_at timestamptz not null default now(),
updated_at timestamptz not null default now(),
constraint workspace_usage_periods_workspace_period_key unique (workspace_id, period_starts_at, period_ends_at),
constraint workspace_usage_periods_bounds_check check (period_starts_at < period_ends_at)
);
create table if not exists public.workspace_usage_counters (
id uuid primary key default gen_random_uuid(),
usage_period_id uuid not null references public.workspace_usage_periods (id) on delete cascade,
workspace_id uuid not null references public.workspaces (id) on delete cascade,
resource text not null check (resource in ('research_credits', 'exports', 'enrichments', 'api_requests')),
consumed_quantity integer not null default 0 check (consumed_quantity >= 0),
created_at timestamptz not null default now(),
updated_at timestamptz not null default now(),
constraint workspace_usage_counters_period_resource_key unique (usage_period_id, resource)
);
create table if not exists public.workspace_addon_purchases (
id uuid primary key default gen_random_uuid(),
workspace_id uuid not null references public.workspaces (id) on delete cascade,
addon_code text not null check (addon_code in ('export_pack_10k', 'export_pack_50k', 'enrichment_pack_1k', 'ai_assistant_monthly', 'white_label_monthly')),
resource text not null check (resource in ('research_credits', 'exports', 'enrichments', 'api_requests')),
purchased_quantity integer not null check (purchased_quantity >= 0),
remaining_quantity integer not null check (remaining_quantity >= 0),
purchased_at timestamptz not null default now(),
expires_at timestamptz,
external_purchase_ref text,
created_at timestamptz not null default now(),
updated_at timestamptz not null default now()
);
create table if not exists public.workspace_addon_balances (
id uuid primary key default gen_random_uuid(),
workspace_id uuid not null references public.workspaces (id) on delete cascade,
addon_code text not null check (addon_code in ('export_pack_10k', 'export_pack_50k', 'enrichment_pack_1k', 'ai_assistant_monthly', 'white_label_monthly')),
resource text not null check (resource in ('research_credits', 'exports', 'enrichments', 'api_requests')),
remaining_quantity integer not null default 0 check (remaining_quantity >= 0),
expires_at timestamptz,
created_at timestamptz not null default now(),
updated_at timestamptz not null default now(),
constraint workspace_addon_balances_workspace_addon_resource_key unique (workspace_id, addon_code, resource)
);
create index if not exists workspace_billing_accounts_status_idx on public.workspace_billing_accounts (status);
create index if not exists workspace_billing_accounts_plan_code_idx on public.workspace_billing_accounts (plan_code);
create index if not exists workspace_usage_periods_workspace_id_idx on public.workspace_usage_periods (workspace_id);
create index if not exists workspace_usage_counters_workspace_id_idx on public.workspace_usage_counters (workspace_id);
create index if not exists workspace_addon_purchases_workspace_id_idx on public.workspace_addon_purchases (workspace_id);
create index if not exists workspace_addon_balances_workspace_id_idx on public.workspace_addon_balances (workspace_id);
drop trigger if exists set_workspace_billing_accounts_updated_at on public.workspace_billing_accounts;
create trigger set_workspace_billing_accounts_updated_at
before update on public.workspace_billing_accounts
for each row
execute function public.set_updated_at();
drop trigger if exists set_workspace_usage_periods_updated_at on public.workspace_usage_periods;
create trigger set_workspace_usage_periods_updated_at
before update on public.workspace_usage_periods
for each row
execute function public.set_updated_at();
drop trigger if exists set_workspace_usage_counters_updated_at on public.workspace_usage_counters;
create trigger set_workspace_usage_counters_updated_at
before update on public.workspace_usage_counters
for each row
execute function public.set_updated_at();
drop trigger if exists set_workspace_addon_purchases_updated_at on public.workspace_addon_purchases;
create trigger set_workspace_addon_purchases_updated_at
before update on public.workspace_addon_purchases
for each row
execute function public.set_updated_at();
drop trigger if exists set_workspace_addon_balances_updated_at on public.workspace_addon_balances;
create trigger set_workspace_addon_balances_updated_at
before update on public.workspace_addon_balances
for each row
execute function public.set_updated_at();
insert into public.workspace_billing_accounts (
workspace_id,
plan_code,
billing_interval,
status,
current_period_starts_at,
current_period_ends_at
)
select w.id, 'starter_monthly', 'monthly', 'active', now(), now() + interval '1 month'
from public.workspaces w
where not exists (
select 1
from public.workspace_billing_accounts billing
where billing.workspace_id = w.id
);
update public.workspace_billing_accounts
set
plan_code = 'starter_monthly',
billing_interval = 'monthly',
status = 'active',
current_period_starts_at = coalesce(current_period_starts_at, now()),
current_period_ends_at = coalesce(current_period_ends_at, now() + interval '1 month')
where plan_code is null and status = 'not_configured';
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import type { Pool, PoolClient } from 'pg';
import type { AccountPageData, AccountWorkspace, AppUser, WorkspaceType, WorkspaceRole } from '../../../shared/types.js';
import { getWorkspaceBillingState } from '../billing/service.js';
type DbClient = Pool | PoolClient;
@@ -152,17 +153,13 @@ export async function buildAccountPageData(db: DbClient, user: AppUser): Promise
}
const summary = await getAccountSummaryForUser(db, user.id);
const billing = await getWorkspaceBillingState(db, workspace.id);
return {
profile: user,
workspace,
summary,
billing: {
status: 'not_configured',
planCode: null,
billingInterval: null,
message: 'Subscription management is being prepared. Plan details, usage tracking, and billing controls will appear here in a future update.',
},
billing,
team: {
canManageMembers: workspace.role === 'owner' || workspace.role === 'admin',
message: 'Workspace member management is coming soon.',
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import type { Pool, PoolClient } from 'pg';
import type { AccountBillingState } from '../../../shared/types.js';
import type { EntitlementDecision, UsageAction, UsageAmount, UsageCostEstimate, UsageResource } from '../../../shared/billing/entitlements.js';
import { evaluateActionEntitlement, isActivePlanCodeForEntitlements } from '../../../shared/billing/entitlements.js';
import { ensureWorkspaceForUser } from '../account/repository.js';
import { ensureBillingAccountForWorkspace, incrementUsageCounter } from './repository.js';
import { ensureCurrentUsagePeriodForBillingAccount, getWorkspaceBillingState } from './service.js';
type DbClient = Pool | PoolClient;
export interface WorkspaceEnforcementContext {
workspaceId: string;
billing: AccountBillingState;
}
export interface EnforcementCheckInput {
userId: string;
workspaceId: string;
action: UsageAction;
costEstimate: UsageCostEstimate;
}
export interface EnforcementCheckResult {
allowed: boolean;
decision: EntitlementDecision;
}
export interface UsageRecordingInput {
workspaceId: string;
action: UsageAction;
costEstimate: UsageCostEstimate;
}
export async function getWorkspaceEnforcementContext(
db: DbClient,
user: { id: string; email: string; displayName?: string | null },
): Promise<WorkspaceEnforcementContext> {
const workspace = await ensureWorkspaceForUser(db, user);
if (!workspace) {
throw new Error('Failed to resolve enforcement workspace.');
}
const billing = await getWorkspaceBillingState(db, workspace.id);
return {
workspaceId: workspace.id,
billing,
};
}
export async function checkActionEntitlementForWorkspace(
db: DbClient,
input: EnforcementCheckInput,
): Promise<EnforcementCheckResult> {
const billing = await getWorkspaceBillingState(db, input.workspaceId);
if (!billing.planCode || !isActivePlanCodeForEntitlements(billing.planCode)) {
return {
allowed: false,
decision: {
status: 'blocked_upgrade_required',
denialReason: 'billing_not_configured',
action: input.action,
resource: getPrimaryUsageAmount(input.costEstimate)?.resource ?? 'research_credits',
requiredAmount: getPrimaryUsageAmount(input.costEstimate)?.amount ?? 0,
remainingAmount: 0,
currentPlanCode: null,
suggestedUpgradePlanCode: 'starter_monthly',
addonEligible: false,
contactSalesRequired: false,
},
};
}
if (!input.costEstimate.isChargeable) {
return {
allowed: true,
decision: evaluateActionEntitlement({
planCode: billing.planCode,
action: input.action,
resource: getPrimaryUsageAmount(input.costEstimate)?.resource ?? 'research_credits',
requiredAmount: getPrimaryUsageAmount(input.costEstimate)?.amount ?? 0,
remainingAmount: null,
}),
};
}
const primaryAmount = getPrimaryUsageAmount(input.costEstimate);
if (!primaryAmount) {
throw new Error(`Missing usage amount for chargeable action '${input.action}'.`);
}
const remainingAmount = getRemainingAmountForResource(billing, primaryAmount.resource);
const decision = evaluateActionEntitlement({
planCode: billing.planCode,
action: input.action,
resource: primaryAmount.resource,
requiredAmount: primaryAmount.amount,
remainingAmount,
});
return {
allowed: decision.status === 'allowed',
decision,
};
}
export async function recordSuccessfulActionUsage(
db: DbClient,
input: UsageRecordingInput,
): Promise<void> {
if (!input.costEstimate.isChargeable) {
return;
}
const billingAccount = await ensureBillingAccountForWorkspace(db, input.workspaceId);
const usagePeriod = await ensureCurrentUsagePeriodForBillingAccount(db, billingAccount);
if (!usagePeriod) {
return;
}
for (const usageAmount of input.costEstimate.amounts) {
if (usageAmount.amount <= 0) {
continue;
}
await incrementUsageCounter(db, {
usagePeriodId: usagePeriod.id,
workspaceId: input.workspaceId,
resource: usageAmount.resource,
delta: usageAmount.amount,
});
}
}
export function buildEntitlementErrorResponse(decision: EntitlementDecision) {
return {
statusCode: decision.denialReason === 'quota_exhausted' ? 409 : 403,
body: {
error: formatEntitlementErrorMessage(decision),
code: 'entitlement_blocked' as const,
entitlement: decision,
},
};
}
function getRemainingAmountForResource(billing: AccountBillingState, resource: UsageResource): number | null {
const resourceSummary = billing.usage.find((usage) => usage.resource === resource);
if (!resourceSummary) {
return 0;
}
return resourceSummary.remaining;
}
function getPrimaryUsageAmount(costEstimate: UsageCostEstimate): UsageAmount | null {
return costEstimate.amounts[0] ?? null;
}
function formatEntitlementErrorMessage(decision: EntitlementDecision) {
switch (decision.denialReason) {
case 'billing_not_configured':
return 'A billing plan is required before this action can run.';
case 'feature_not_available':
return 'Your current plan does not include this feature.';
case 'not_launch_ready':
return 'This feature is included in plan definitions but is not launch-ready yet.';
case 'custom_enterprise_only':
return 'This action requires an enterprise or custom sales engagement.';
case 'quota_exhausted':
return 'Your current plan has exhausted the available allowance for this action.';
default:
return 'This action is blocked by the current entitlement policy.';
}
}
// Export policy exists in shared billing modules, but route-level export enforcement
// stays deferred until export generation moves to a backend endpoint.
+521
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@@ -0,0 +1,521 @@
import type { Pool, PoolClient } from 'pg';
import type { AddonCode, BillingInterval, PlanCode } from '../../../shared/billing/plans.js';
import type { AccountBillingStatus, BillingAddonBalanceSummary } from '../../../shared/types.js';
import type { UsageResource } from '../../../shared/billing/entitlements.js';
type DbClient = Pool | PoolClient;
export interface BillingAccountRecord {
id: string;
workspaceId: string;
planCode: PlanCode | null;
billingInterval: BillingInterval | null;
status: AccountBillingStatus;
currentPeriodStartsAt: string | null;
currentPeriodEndsAt: string | null;
cancelAtPeriodEnd: boolean;
canceledAt: string | null;
trialEndsAt: string | null;
externalCustomerRef: string | null;
externalSubscriptionRef: string | null;
createdAt: string;
updatedAt: string;
}
export interface UsagePeriodRecord {
id: string;
workspaceId: string;
billingAccountId: string;
periodStartsAt: string;
periodEndsAt: string;
createdAt: string;
updatedAt: string;
}
export interface UsageCounterRecord {
id: string;
usagePeriodId: string;
workspaceId: string;
resource: UsageResource;
consumedQuantity: number;
createdAt: string;
updatedAt: string;
}
export interface AddonPurchaseRecord {
id: string;
workspaceId: string;
addonCode: AddonCode;
resource: UsageResource;
purchasedQuantity: number;
remainingQuantity: number;
purchasedAt: string;
expiresAt: string | null;
externalPurchaseRef: string | null;
createdAt: string;
updatedAt: string;
}
type BillingAccountRow = {
id: string;
workspace_id: string;
plan_code: string | null;
billing_interval: BillingInterval | null;
status: AccountBillingStatus;
current_period_starts_at: string | null;
current_period_ends_at: string | null;
cancel_at_period_end: boolean;
canceled_at: string | null;
trial_ends_at: string | null;
external_customer_ref: string | null;
external_subscription_ref: string | null;
created_at: string;
updated_at: string;
};
type UsagePeriodRow = {
id: string;
workspace_id: string;
billing_account_id: string;
period_starts_at: string;
period_ends_at: string;
created_at: string;
updated_at: string;
};
type UsageCounterRow = {
id: string;
usage_period_id: string;
workspace_id: string;
resource: UsageResource;
consumed_quantity: string;
created_at: string;
updated_at: string;
};
type AddonBalanceRow = {
addon_code: AddonCode;
resource: UsageResource;
remaining_quantity: string;
expires_at: string | null;
};
type AddonPurchaseRow = {
id: string;
workspace_id: string;
addon_code: AddonCode;
resource: UsageResource;
purchased_quantity: string;
remaining_quantity: string;
purchased_at: string;
expires_at: string | null;
external_purchase_ref: string | null;
created_at: string;
updated_at: string;
};
export async function getBillingAccountForWorkspace(db: DbClient, workspaceId: string): Promise<BillingAccountRecord | null> {
const result = await db.query<BillingAccountRow>(
`
select id, workspace_id, plan_code, billing_interval, status,
current_period_starts_at, current_period_ends_at,
cancel_at_period_end, canceled_at, trial_ends_at,
external_customer_ref, external_subscription_ref,
created_at, updated_at
from public.workspace_billing_accounts
where workspace_id = $1
limit 1
`,
[workspaceId],
);
if (result.rowCount === 0) {
return null;
}
return mapBillingAccountRow(result.rows[0]);
}
export async function createDefaultBillingAccountForWorkspace(db: DbClient, workspaceId: string): Promise<BillingAccountRecord> {
const { currentPeriodStartsAt, currentPeriodEndsAt } = getDefaultBillingPeriodBounds();
const result = await db.query<BillingAccountRow>(
`
insert into public.workspace_billing_accounts (
workspace_id,
plan_code,
billing_interval,
status,
current_period_starts_at,
current_period_ends_at
)
values ($1, 'starter_monthly', 'monthly', 'active', $2, $3)
on conflict (workspace_id) do update set workspace_id = excluded.workspace_id
returning id, workspace_id, plan_code, billing_interval, status,
current_period_starts_at, current_period_ends_at,
cancel_at_period_end, canceled_at, trial_ends_at,
external_customer_ref, external_subscription_ref,
created_at, updated_at
`,
[workspaceId, currentPeriodStartsAt, currentPeriodEndsAt],
);
return mapBillingAccountRow(result.rows[0]);
}
export async function ensureBillingAccountForWorkspace(db: DbClient, workspaceId: string) {
const existingAccount = await getBillingAccountForWorkspace(db, workspaceId);
if (existingAccount) {
if (!existingAccount.planCode && existingAccount.status === 'not_configured') {
return bootstrapDefaultBillingAccountState(db, workspaceId);
}
return existingAccount;
}
return createDefaultBillingAccountForWorkspace(db, workspaceId);
}
export async function updateBillingAccountState(
db: DbClient,
input: {
workspaceId: string;
planCode: PlanCode | null;
billingInterval: BillingInterval | null;
status: AccountBillingStatus;
currentPeriodStartsAt?: string | null;
currentPeriodEndsAt?: string | null;
cancelAtPeriodEnd?: boolean;
canceledAt?: string | null;
trialEndsAt?: string | null;
externalCustomerRef?: string | null;
externalSubscriptionRef?: string | null;
},
) {
const result = await db.query<BillingAccountRow>(
`
insert into public.workspace_billing_accounts (
workspace_id,
plan_code,
billing_interval,
status,
current_period_starts_at,
current_period_ends_at,
cancel_at_period_end,
canceled_at,
trial_ends_at,
external_customer_ref,
external_subscription_ref
)
values ($1, $2, $3, $4, $5, $6, coalesce($7, false), $8, $9, $10, $11)
on conflict (workspace_id)
do update set
plan_code = excluded.plan_code,
billing_interval = excluded.billing_interval,
status = excluded.status,
current_period_starts_at = excluded.current_period_starts_at,
current_period_ends_at = excluded.current_period_ends_at,
cancel_at_period_end = excluded.cancel_at_period_end,
canceled_at = excluded.canceled_at,
trial_ends_at = excluded.trial_ends_at,
external_customer_ref = excluded.external_customer_ref,
external_subscription_ref = excluded.external_subscription_ref
returning id, workspace_id, plan_code, billing_interval, status,
current_period_starts_at, current_period_ends_at,
cancel_at_period_end, canceled_at, trial_ends_at,
external_customer_ref, external_subscription_ref,
created_at, updated_at
`,
[
input.workspaceId,
input.planCode,
input.billingInterval,
input.status,
input.currentPeriodStartsAt ?? null,
input.currentPeriodEndsAt ?? null,
input.cancelAtPeriodEnd ?? false,
input.canceledAt ?? null,
input.trialEndsAt ?? null,
input.externalCustomerRef ?? null,
input.externalSubscriptionRef ?? null,
],
);
return mapBillingAccountRow(result.rows[0]);
}
export async function getUsagePeriodForWorkspace(
db: DbClient,
workspaceId: string,
periodStartsAt: string,
periodEndsAt: string,
): Promise<UsagePeriodRecord | null> {
const result = await db.query<UsagePeriodRow>(
`
select id, workspace_id, billing_account_id, period_starts_at, period_ends_at, created_at, updated_at
from public.workspace_usage_periods
where workspace_id = $1 and period_starts_at = $2 and period_ends_at = $3
limit 1
`,
[workspaceId, periodStartsAt, periodEndsAt],
);
if (result.rowCount === 0) {
return null;
}
return mapUsagePeriodRow(result.rows[0]);
}
export async function createUsagePeriodForWorkspace(
db: DbClient,
input: { workspaceId: string; billingAccountId: string; periodStartsAt: string; periodEndsAt: string },
): Promise<UsagePeriodRecord> {
const result = await db.query<UsagePeriodRow>(
`
insert into public.workspace_usage_periods (workspace_id, billing_account_id, period_starts_at, period_ends_at)
values ($1, $2, $3, $4)
on conflict (workspace_id, period_starts_at, period_ends_at)
do update set billing_account_id = excluded.billing_account_id
returning id, workspace_id, billing_account_id, period_starts_at, period_ends_at, created_at, updated_at
`,
[input.workspaceId, input.billingAccountId, input.periodStartsAt, input.periodEndsAt],
);
return mapUsagePeriodRow(result.rows[0]);
}
export async function ensureUsagePeriodForWorkspace(
db: DbClient,
input: { workspaceId: string; billingAccountId: string; periodStartsAt: string; periodEndsAt: string },
) {
const existingPeriod = await getUsagePeriodForWorkspace(db, input.workspaceId, input.periodStartsAt, input.periodEndsAt);
if (existingPeriod) {
return existingPeriod;
}
return createUsagePeriodForWorkspace(db, input);
}
export async function listUsageCountersForPeriod(db: DbClient, usagePeriodId: string): Promise<UsageCounterRecord[]> {
const result = await db.query<UsageCounterRow>(
`
select id, usage_period_id, workspace_id, resource, consumed_quantity, created_at, updated_at
from public.workspace_usage_counters
where usage_period_id = $1
order by resource asc
`,
[usagePeriodId],
);
return result.rows.map(mapUsageCounterRow);
}
export async function upsertUsageCounter(
db: DbClient,
input: { usagePeriodId: string; workspaceId: string; resource: UsageResource; consumedQuantity: number },
) {
const result = await db.query<UsageCounterRow>(
`
insert into public.workspace_usage_counters (usage_period_id, workspace_id, resource, consumed_quantity)
values ($1, $2, $3, $4)
on conflict (usage_period_id, resource)
do update set consumed_quantity = excluded.consumed_quantity
returning id, usage_period_id, workspace_id, resource, consumed_quantity, created_at, updated_at
`,
[input.usagePeriodId, input.workspaceId, input.resource, input.consumedQuantity],
);
return mapUsageCounterRow(result.rows[0]);
}
export async function incrementUsageCounter(
db: DbClient,
input: { usagePeriodId: string; workspaceId: string; resource: UsageResource; delta: number },
) {
const result = await db.query<UsageCounterRow>(
`
insert into public.workspace_usage_counters (usage_period_id, workspace_id, resource, consumed_quantity)
values ($1, $2, $3, greatest($4, 0))
on conflict (usage_period_id, resource)
do update set consumed_quantity = greatest(public.workspace_usage_counters.consumed_quantity + $4, 0)
returning id, usage_period_id, workspace_id, resource, consumed_quantity, created_at, updated_at
`,
[input.usagePeriodId, input.workspaceId, input.resource, input.delta],
);
return mapUsageCounterRow(result.rows[0]);
}
export async function listAddonBalancesForWorkspace(db: DbClient, workspaceId: string): Promise<BillingAddonBalanceSummary[]> {
const result = await db.query<AddonBalanceRow>(
`
select addon_code, resource, remaining_quantity, expires_at
from public.workspace_addon_balances
where workspace_id = $1
order by addon_code asc, resource asc
`,
[workspaceId],
);
return result.rows.map((row) => ({
addonCode: row.addon_code,
resource: row.resource,
remainingQuantity: Number(row.remaining_quantity),
expiresAt: row.expires_at,
}));
}
export async function recordAddonPurchase(
db: DbClient,
input: {
workspaceId: string;
addonCode: AddonCode;
resource: UsageResource;
purchasedQuantity: number;
remainingQuantity: number;
purchasedAt?: string;
expiresAt?: string | null;
externalPurchaseRef?: string | null;
},
): Promise<AddonPurchaseRecord> {
const result = await db.query<AddonPurchaseRow>(
`
insert into public.workspace_addon_purchases (
workspace_id, addon_code, resource, purchased_quantity, remaining_quantity,
purchased_at, expires_at, external_purchase_ref
)
values ($1, $2, $3, $4, $5, coalesce($6, now()), $7, $8)
returning id, workspace_id, addon_code, resource, purchased_quantity, remaining_quantity,
purchased_at, expires_at, external_purchase_ref, created_at, updated_at
`,
[
input.workspaceId,
input.addonCode,
input.resource,
input.purchasedQuantity,
input.remainingQuantity,
input.purchasedAt ?? null,
input.expiresAt ?? null,
input.externalPurchaseRef ?? null,
],
);
return mapAddonPurchaseRow(result.rows[0]);
}
export async function upsertAddonBalance(
db: DbClient,
input: {
workspaceId: string;
addonCode: AddonCode;
resource: UsageResource;
remainingQuantity: number;
expiresAt?: string | null;
},
): Promise<BillingAddonBalanceSummary> {
const result = await db.query<AddonBalanceRow>(
`
insert into public.workspace_addon_balances (workspace_id, addon_code, resource, remaining_quantity, expires_at)
values ($1, $2, $3, $4, $5)
on conflict (workspace_id, addon_code, resource)
do update set
remaining_quantity = excluded.remaining_quantity,
expires_at = excluded.expires_at
returning addon_code, resource, remaining_quantity, expires_at
`,
[input.workspaceId, input.addonCode, input.resource, input.remainingQuantity, input.expiresAt ?? null],
);
const row = result.rows[0];
return {
addonCode: row.addon_code,
resource: row.resource,
remainingQuantity: Number(row.remaining_quantity),
expiresAt: row.expires_at,
};
}
function mapBillingAccountRow(row: BillingAccountRow): BillingAccountRecord {
return {
id: row.id,
workspaceId: row.workspace_id,
planCode: row.plan_code as PlanCode | null,
billingInterval: row.billing_interval,
status: row.status,
currentPeriodStartsAt: row.current_period_starts_at,
currentPeriodEndsAt: row.current_period_ends_at,
cancelAtPeriodEnd: row.cancel_at_period_end,
canceledAt: row.canceled_at,
trialEndsAt: row.trial_ends_at,
externalCustomerRef: row.external_customer_ref,
externalSubscriptionRef: row.external_subscription_ref,
createdAt: row.created_at,
updatedAt: row.updated_at,
};
}
function mapUsagePeriodRow(row: UsagePeriodRow): UsagePeriodRecord {
return {
id: row.id,
workspaceId: row.workspace_id,
billingAccountId: row.billing_account_id,
periodStartsAt: row.period_starts_at,
periodEndsAt: row.period_ends_at,
createdAt: row.created_at,
updatedAt: row.updated_at,
};
}
function mapUsageCounterRow(row: UsageCounterRow): UsageCounterRecord {
return {
id: row.id,
usagePeriodId: row.usage_period_id,
workspaceId: row.workspace_id,
resource: row.resource,
consumedQuantity: Number(row.consumed_quantity),
createdAt: row.created_at,
updatedAt: row.updated_at,
};
}
function getDefaultBillingPeriodBounds() {
const currentPeriodStartsAt = new Date();
const currentPeriodEndsAt = new Date(currentPeriodStartsAt);
currentPeriodEndsAt.setUTCMonth(currentPeriodEndsAt.getUTCMonth() + 1);
return {
currentPeriodStartsAt: currentPeriodStartsAt.toISOString(),
currentPeriodEndsAt: currentPeriodEndsAt.toISOString(),
};
}
async function bootstrapDefaultBillingAccountState(db: DbClient, workspaceId: string) {
const { currentPeriodStartsAt, currentPeriodEndsAt } = getDefaultBillingPeriodBounds();
return updateBillingAccountState(db, {
workspaceId,
planCode: 'starter_monthly',
billingInterval: 'monthly',
status: 'active',
currentPeriodStartsAt,
currentPeriodEndsAt,
cancelAtPeriodEnd: false,
});
}
function mapAddonPurchaseRow(row: AddonPurchaseRow): AddonPurchaseRecord {
return {
id: row.id,
workspaceId: row.workspace_id,
addonCode: row.addon_code,
resource: row.resource,
purchasedQuantity: Number(row.purchased_quantity),
remainingQuantity: Number(row.remaining_quantity),
purchasedAt: row.purchased_at,
expiresAt: row.expires_at,
externalPurchaseRef: row.external_purchase_ref,
createdAt: row.created_at,
updatedAt: row.updated_at,
};
}
+193
View File
@@ -0,0 +1,193 @@
import type { Pool, PoolClient } from 'pg';
import { getUsageAllowanceForPlan, isActivePlanCodeForEntitlements } from '../../../shared/billing/entitlements.js';
import type { BillingAddonBalanceSummary, BillingUsageResourceSummary, AccountBillingState } from '../../../shared/types.js';
import type { UsageResource } from '../../../shared/billing/entitlements.js';
import {
ensureBillingAccountForWorkspace,
ensureUsagePeriodForWorkspace,
listAddonBalancesForWorkspace,
listUsageCountersForPeriod,
type BillingAccountRecord,
type UsagePeriodRecord,
} from './repository.js';
type DbClient = Pool | PoolClient;
export async function getWorkspaceBillingState(db: DbClient, workspaceId: string): Promise<AccountBillingState> {
const billingAccount = await ensureBillingAccountForWorkspace(db, workspaceId);
if (!billingAccount.planCode || !isActivePlanCodeForEntitlements(billingAccount.planCode)) {
return {
status: billingAccount.status,
planCode: billingAccount.planCode,
billingInterval: billingAccount.billingInterval,
currentPeriodStartsAt: billingAccount.currentPeriodStartsAt,
currentPeriodEndsAt: billingAccount.currentPeriodEndsAt,
cancelAtPeriodEnd: billingAccount.cancelAtPeriodEnd,
usage: [],
addonBalances: await listAddonBalancesForWorkspace(db, workspaceId),
message: 'Subscription management is being prepared. Plan details, usage tracking, and billing controls will appear here in a future update.',
};
}
const usageSnapshot = await getWorkspaceUsageSnapshot(db, billingAccount);
const addonBalances = await listAddonBalancesForWorkspace(db, workspaceId);
return {
status: billingAccount.status,
planCode: billingAccount.planCode,
billingInterval: billingAccount.billingInterval,
currentPeriodStartsAt: usageSnapshot.currentPeriodStartsAt,
currentPeriodEndsAt: usageSnapshot.currentPeriodEndsAt,
cancelAtPeriodEnd: billingAccount.cancelAtPeriodEnd,
usage: usageSnapshot.usage,
addonBalances,
message: billingAccount.status === 'active'
? 'Billing state is active. Usage tracking is available and entitlement enforcement can build on this foundation.'
: 'Billing state is stored, but subscription automation and enforcement are still being built.',
};
}
export async function getWorkspaceUsageSnapshot(db: DbClient, billingAccount: BillingAccountRecord): Promise<{
currentPeriodStartsAt: string | null;
currentPeriodEndsAt: string | null;
usage: BillingUsageResourceSummary[];
}> {
if (!billingAccount.planCode || !isActivePlanCodeForEntitlements(billingAccount.planCode)) {
return {
currentPeriodStartsAt: billingAccount.currentPeriodStartsAt,
currentPeriodEndsAt: billingAccount.currentPeriodEndsAt,
usage: [],
};
}
const usageWindow = resolveUsageWindow(billingAccount, new Date());
if (!usageWindow) {
const allowance = getUsageAllowanceForPlan(billingAccount.planCode);
return {
currentPeriodStartsAt: billingAccount.currentPeriodStartsAt,
currentPeriodEndsAt: billingAccount.currentPeriodEndsAt,
usage: buildUsageSummaries(allowance, new Map()),
};
}
const usagePeriod = await ensureUsagePeriodForWorkspace(db, {
workspaceId: billingAccount.workspaceId,
billingAccountId: billingAccount.id,
periodStartsAt: usageWindow.periodStartsAt,
periodEndsAt: usageWindow.periodEndsAt,
});
const counters = await listUsageCountersForPeriod(db, usagePeriod.id);
const allowance = getUsageAllowanceForPlan(billingAccount.planCode);
return {
currentPeriodStartsAt: usagePeriod.periodStartsAt,
currentPeriodEndsAt: usagePeriod.periodEndsAt,
usage: buildUsageSummaries(
allowance,
new Map(counters.map((counter) => [counter.resource, counter.consumedQuantity])),
),
};
}
export async function ensureCurrentUsagePeriodForBillingAccount(
db: DbClient,
billingAccount: BillingAccountRecord,
): Promise<UsagePeriodRecord | null> {
if (!billingAccount.planCode || !isActivePlanCodeForEntitlements(billingAccount.planCode)) {
return null;
}
const usageWindow = resolveUsageWindow(billingAccount, new Date());
if (!usageWindow) {
return null;
}
return ensureUsagePeriodForWorkspace(db, {
workspaceId: billingAccount.workspaceId,
billingAccountId: billingAccount.id,
periodStartsAt: usageWindow.periodStartsAt,
periodEndsAt: usageWindow.periodEndsAt,
});
}
function resolveUsageWindow(billingAccount: BillingAccountRecord, referenceDate: Date) {
if (
!billingAccount.currentPeriodStartsAt
|| !billingAccount.currentPeriodEndsAt
|| (billingAccount.status !== 'active' && billingAccount.status !== 'past_due')
) {
return null;
}
const billingPeriodStartsAt = new Date(billingAccount.currentPeriodStartsAt);
const billingPeriodEndsAt = new Date(billingAccount.currentPeriodEndsAt);
if (Number.isNaN(billingPeriodStartsAt.getTime()) || Number.isNaN(billingPeriodEndsAt.getTime())) {
return null;
}
// If the stored billing period is already over, do not treat it as the current
// usage window. Later subscription lifecycle handling can advance the period.
if (referenceDate >= billingPeriodEndsAt) {
return null;
}
let usagePeriodStartsAt = billingPeriodStartsAt;
let usagePeriodEndsAt = minDate(addMonthsUtc(usagePeriodStartsAt, 1), billingPeriodEndsAt);
while (usagePeriodEndsAt <= referenceDate && usagePeriodEndsAt < billingPeriodEndsAt) {
usagePeriodStartsAt = usagePeriodEndsAt;
usagePeriodEndsAt = minDate(addMonthsUtc(usagePeriodStartsAt, 1), billingPeriodEndsAt);
}
return {
periodStartsAt: usagePeriodStartsAt.toISOString(),
periodEndsAt: usagePeriodEndsAt.toISOString(),
};
}
function buildUsageSummaries(
allowance: ReturnType<typeof getUsageAllowanceForPlan>,
consumedByResource: Map<UsageResource, number>,
): BillingUsageResourceSummary[] {
return [allowance.researchCredits, allowance.exports, allowance.enrichments, allowance.apiRequests].map((usageAllowance) => {
const consumed = consumedByResource.get(usageAllowance.resource) ?? 0;
let remaining: number | null;
// Unavailable resources should report a hard zero remaining balance so later
// enforcement and UI layers do not interpret them as unlimited or unknown.
if (usageAllowance.availability === 'not_available') {
remaining = 0;
} else if (usageAllowance.availability === 'custom' || usageAllowance.availability === 'unlimited') {
remaining = null;
} else {
remaining = usageAllowance.included === null ? 0 : Math.max(usageAllowance.included - consumed, 0);
}
return {
resource: usageAllowance.resource,
availability: usageAllowance.availability,
included: usageAllowance.included,
consumed,
remaining,
};
});
}
function addMonthsUtc(date: Date, monthsToAdd: number) {
const nextDate = new Date(date);
nextDate.setUTCMonth(nextDate.getUTCMonth() + monthsToAdd);
return nextDate;
}
function minDate(a: Date, b: Date) {
return a.getTime() <= b.getTime() ? a : b;
}
export async function getWorkspaceAddonBalances(db: DbClient, workspaceId: string): Promise<BillingAddonBalanceSummary[]> {
return listAddonBalancesForWorkspace(db, workspaceId);
}
+19 -1
View File
@@ -1,4 +1,5 @@
import type { Pool } from 'pg';
import { estimateDeepResearchBatchCost, type UsageCostEstimate } from '../../../shared/billing/entitlements.js';
import type { CreateDeepResearchBatchRequest, DeepResearchBatchDetail, DeepResearchBatchSummary, DeepResearchPreviewRequest, JobStatus } from '../../../shared/types.js';
import { listPostalAreasByPropagation, findPostalAreaContainingPoint } from '../postal/repository.js';
import { previewDeepResearchForPoint } from '../postal/service.js';
@@ -23,12 +24,29 @@ export async function getDeepResearchBatchDetail(db: Pool, userId: string, batch
return getDeepResearchBatchDetailForUser(db, userId, batchId);
}
export async function getDeepResearchBatchEstimate(
db: Pool,
input: CreateDeepResearchBatchRequest,
): Promise<{ preview: Awaited<ReturnType<typeof previewDeepResearchForPoint>>; costEstimate: UsageCostEstimate }> {
const preview = await previewDeepResearchForPoint(db, input as DeepResearchPreviewRequest);
const costEstimate = estimateDeepResearchBatchCost({
estimatedChildJobs: preview.estimatedChildJobs,
totalAreas: preview.totalAreas,
});
return {
preview,
costEstimate,
};
}
export async function createDeepResearchBatchForUser(
db: Pool,
userId: string,
input: CreateDeepResearchBatchRequest,
options?: { preview?: Awaited<ReturnType<typeof previewDeepResearchForPoint>> },
): Promise<DeepResearchBatchDetail> {
const preview = await previewDeepResearchForPoint(db, input as DeepResearchPreviewRequest);
const preview = options?.preview ?? await previewDeepResearchForPoint(db, input as DeepResearchPreviewRequest);
const baseArea = await findPostalAreaContainingPoint(db, input.lat, input.lng);
if (!baseArea) {
+24 -2
View File
@@ -1,8 +1,10 @@
import type { FastifyPluginAsync } from 'fastify';
import { ZodError, z } from 'zod';
import { estimateDeepResearchBatchCost } from '../../../shared/billing/entitlements.js';
import { requireAuth } from '../auth/middleware.js';
import { buildEntitlementErrorResponse, checkActionEntitlementForWorkspace, getWorkspaceEnforcementContext, recordSuccessfulActionUsage } from '../billing/enforcement-service.js';
import { getDbPool } from '../db/pool.js';
import { createDeepResearchBatchForUser, getDeepResearchBatchDetail, listDeepResearchBatches } from '../deep-research/service.js';
import { createDeepResearchBatchForUser, getDeepResearchBatchDetail, getDeepResearchBatchEstimate, listDeepResearchBatches } from '../deep-research/service.js';
import { previewDeepResearchForPoint } from '../postal/service.js';
const previewSchema = z.object({
@@ -40,7 +42,27 @@ export const deepResearchRoutes: FastifyPluginAsync = async (app) => {
app.post('/deep-research/batches', { preHandler: requireAuth }, async (request, reply) => {
try {
const payload = previewSchema.parse(request.body);
const batch = await createDeepResearchBatchForUser(getDbPool(), request.authUser!.id, payload);
const db = getDbPool();
const enforcementContext = await getWorkspaceEnforcementContext(db, request.authUser!);
const { preview, costEstimate } = await getDeepResearchBatchEstimate(db, payload);
const enforcement = await checkActionEntitlementForWorkspace(db, {
userId: request.authUser!.id,
workspaceId: enforcementContext.workspaceId,
action: 'deep_research_batch_run',
costEstimate,
});
if (!enforcement.allowed) {
const errorResponse = buildEntitlementErrorResponse(enforcement.decision);
return reply.code(errorResponse.statusCode).send(errorResponse.body);
}
const batch = await createDeepResearchBatchForUser(db, request.authUser!.id, payload, { preview });
await recordSuccessfulActionUsage(db, {
workspaceId: enforcementContext.workspaceId,
action: 'deep_research_batch_run',
costEstimate,
});
return reply.code(201).send({ batch });
} catch (error) {
if (error instanceof ZodError) {
+22 -1
View File
@@ -1,7 +1,9 @@
import type { FastifyPluginAsync } from 'fastify';
import { z } from 'zod';
import { requireAuth } from '../auth/middleware.js';
import { estimateBasicSearchCost } from '../../../shared/billing/entitlements.js';
import { getDbPool } from '../db/pool.js';
import { buildEntitlementErrorResponse, checkActionEntitlementForWorkspace, getWorkspaceEnforcementContext, recordSuccessfulActionUsage } from '../billing/enforcement-service.js';
import { listBusinessesForJobIds, listBusinessesForUser, listSearchJobResultLinksForUser, listSearchJobsForUser, getSearchJobForUser } from '../search/repository.js';
import { runSearchForUser } from '../search/run-search.js';
@@ -29,7 +31,26 @@ export const searchJobRoutes: FastifyPluginAsync = async (app) => {
app.post('/search-jobs', { preHandler: requireAuth }, async (request, reply) => {
try {
const payload = runSearchSchema.parse(request.body);
const result = await runSearchForUser(getDbPool(), request.authUser!.id, payload);
const db = getDbPool();
const enforcementContext = await getWorkspaceEnforcementContext(db, request.authUser!);
const enforcement = await checkActionEntitlementForWorkspace(db, {
userId: request.authUser!.id,
workspaceId: enforcementContext.workspaceId,
action: 'basic_search_run',
costEstimate: estimateBasicSearchCost(),
});
if (!enforcement.allowed) {
const errorResponse = buildEntitlementErrorResponse(enforcement.decision);
return reply.code(errorResponse.statusCode).send(errorResponse.body);
}
const result = await runSearchForUser(db, request.authUser!.id, payload);
await recordSuccessfulActionUsage(db, {
workspaceId: enforcementContext.workspaceId,
action: 'basic_search_run',
costEstimate: estimateBasicSearchCost(),
});
return reply.code(201).send(result);
} catch (error) {
if (error instanceof z.ZodError) {
+114
View File
@@ -0,0 +1,114 @@
import type { AddonCode, ActivePlanCode } from './plans.js';
import { getPlanByCode } from './plans.js';
import type { UsageResource } from './entitlements.js';
export type AddonType = 'resource_pack' | 'feature_addon';
export type AddonPurchaseMode = 'one_time' | 'recurring';
export type AddonAvailability = 'active' | 'coming_soon' | 'internal_only';
export interface AddonDefinition {
code: AddonCode;
name: string;
type: AddonType;
resource: UsageResource | null;
quantity: number | null;
priceCents: number;
currencyCode: 'USD';
purchaseMode: AddonPurchaseMode;
availability: AddonAvailability;
description: string;
}
const addonCatalog: AddonDefinition[] = [
{
code: 'export_pack_10k',
name: 'Export Pack 10k',
type: 'resource_pack',
resource: 'exports',
quantity: 10000,
priceCents: 2900,
currencyCode: 'USD',
purchaseMode: 'one_time',
availability: 'active',
description: 'Add 10,000 extra exports to a workspace. Base plan exports should be consumed before this pack is used.',
},
{
code: 'export_pack_50k',
name: 'Export Pack 50k',
type: 'resource_pack',
resource: 'exports',
quantity: 50000,
priceCents: 9900,
currencyCode: 'USD',
purchaseMode: 'one_time',
availability: 'active',
description: 'Add 50,000 extra exports to a workspace. Base plan exports should be consumed before this pack is used.',
},
{
code: 'enrichment_pack_1k',
name: 'Enrichment Pack 1k',
type: 'resource_pack',
resource: 'enrichments',
quantity: 1000,
priceCents: 4900,
currencyCode: 'USD',
purchaseMode: 'one_time',
availability: 'coming_soon',
description: 'Add 1,000 enrichment units once enrichment actions are live.',
},
{
code: 'ai_assistant_monthly',
name: 'AI Prospecting Assistant',
type: 'feature_addon',
resource: null,
quantity: null,
priceCents: 4900,
currencyCode: 'USD',
purchaseMode: 'recurring',
availability: 'coming_soon',
description: 'Recurring feature add-on for AI-assisted market and territory prompts.',
},
{
code: 'white_label_monthly',
name: 'White Label Toolkit',
type: 'feature_addon',
resource: null,
quantity: null,
priceCents: 19900,
currencyCode: 'USD',
purchaseMode: 'recurring',
availability: 'coming_soon',
description: 'Recurring agency add-on for branded outputs and white-label workflows.',
},
];
const addonCatalogByCode = new Map(addonCatalog.map((addon) => [addon.code, addon]));
export const ADDON_CATALOG = [...addonCatalog];
export function getAddonByCode(code: AddonCode) {
return addonCatalogByCode.get(code) ?? null;
}
export function getActiveAddons() {
return ADDON_CATALOG.filter((addon) => addon.availability === 'active');
}
export function getAddonsForResource(resource: UsageResource) {
return ADDON_CATALOG.filter((addon) => addon.resource === resource);
}
export function getEligibleAddonsForPlan(planCode: ActivePlanCode, options?: { includeComingSoon?: boolean }) {
const plan = getPlanByCode(planCode);
if (!plan) {
return [];
}
return plan.eligibleAddonCodes
.map((addonCode) => getAddonByCode(addonCode))
.filter((addon): addon is AddonDefinition => addon !== null)
.filter((addon) => (options?.includeComingSoon ? addon.availability !== 'internal_only' : addon.availability === 'active'));
}
+2 -2
View File
@@ -24,7 +24,7 @@ export type EntitlementDecisionStatus =
| 'blocked_addon_available'
| 'contact_sales_required';
export type EntitlementDenialReason = 'feature_not_available' | 'quota_exhausted' | 'custom_enterprise_only' | 'not_launch_ready';
export type EntitlementDenialReason = 'feature_not_available' | 'quota_exhausted' | 'custom_enterprise_only' | 'not_launch_ready' | 'billing_not_configured';
export interface UsageSubject {
type: UsageSubjectType;
@@ -75,7 +75,7 @@ export interface EntitlementDecision {
resource: UsageResource;
requiredAmount: number;
remainingAmount: number | null;
currentPlanCode: ActivePlanCode;
currentPlanCode: ActivePlanCode | null;
suggestedUpgradePlanCode: ActivePlanCode | null;
addonEligible: boolean;
contactSalesRequired: boolean;
+12
View File
@@ -524,6 +524,18 @@ export function getPublicPricingPlans() {
return ACTIVE_PLAN_CATALOG.filter((plan) => plan.listingCategory === 'pricing_page_primary');
}
export function getPublicPricingPlansForInterval(billingInterval: BillingInterval) {
return ACTIVE_PLAN_CATALOG.filter((plan) => {
if (plan.code === 'enterprise_custom') {
return true;
}
return plan.listingCategory === 'pricing_page_hidden'
? plan.billingInterval === billingInterval
: plan.listingCategory === 'pricing_page_primary' && plan.billingInterval === billingInterval;
});
}
export function getPlanVariant(tier: PlanTier, billingInterval: BillingInterval) {
return ACTIVE_PLAN_CATALOG.find((plan) => plan.planFamily === tier && plan.billingInterval === billingInterval) ?? null;
}
+252
View File
@@ -0,0 +1,252 @@
export type OwnershipScope =
| 'workspace_scoped_now'
| 'user_scoped_now_target_workspace'
| 'user_scoped_permanent';
export type EnforceabilityState =
| 'hard_enforce_now'
| 'soft_gate_now'
| 'requires_backend_route'
| 'requires_schema_migration'
| 'future';
export type CollaborationPhase = 'v1_personal_data_with_workspace_billing' | 'v2_shared_workspace_data';
export type WorkspaceEntityKey =
| 'workspaces'
| 'workspace_memberships'
| 'workspace_billing_accounts'
| 'workspace_usage_periods'
| 'workspace_usage_counters'
| 'workspace_addon_purchases'
| 'workspace_addon_balances'
| 'search_jobs'
| 'deep_research_batches'
| 'businesses'
| 'search_job_results'
| 'users'
| 'sessions';
export interface WorkspaceEntityReadiness {
entity: WorkspaceEntityKey;
currentOwnership: OwnershipScope;
targetOwnership: OwnershipScope;
notes: string;
}
export type WorkspaceCommercialCapability =
| 'research_credits'
| 'exports'
| 'users_included'
| 'workspace_limits'
| 'shared_assets'
| 'collaboration_permissions'
| 'saved_searches'
| 'deduplication'
| 'export_history'
| 'tagging_notes'
| 'shared_lists'
| 'scheduled_research'
| 'crm_integrations'
| 'api_access'
| 'webhooks'
| 'enrichments';
export interface WorkspaceCapabilityReadiness {
capability: WorkspaceCommercialCapability;
enforceability: EnforceabilityState;
notes: string;
}
export interface CollaborationPhaseDefinition {
phase: CollaborationPhase;
description: string;
includedBehaviors: string[];
}
export const WORKSPACE_ENTITY_READINESS: WorkspaceEntityReadiness[] = [
{
entity: 'workspaces',
currentOwnership: 'workspace_scoped_now',
targetOwnership: 'workspace_scoped_now',
notes: 'Workspace metadata already exists and is the anchor for billing and future company-level ownership.',
},
{
entity: 'workspace_memberships',
currentOwnership: 'workspace_scoped_now',
targetOwnership: 'workspace_scoped_now',
notes: 'Memberships exist now, but most product data is not yet shared through them.',
},
{
entity: 'workspace_billing_accounts',
currentOwnership: 'workspace_scoped_now',
targetOwnership: 'workspace_scoped_now',
notes: 'Billing ownership is intentionally workspace-scoped and should remain that way.',
},
{
entity: 'workspace_usage_periods',
currentOwnership: 'workspace_scoped_now',
targetOwnership: 'workspace_scoped_now',
notes: 'Usage periods are workspace-scoped and power quota resets.',
},
{
entity: 'workspace_usage_counters',
currentOwnership: 'workspace_scoped_now',
targetOwnership: 'workspace_scoped_now',
notes: 'Usage counters already align with workspace billing and should stay workspace-owned.',
},
{
entity: 'workspace_addon_purchases',
currentOwnership: 'workspace_scoped_now',
targetOwnership: 'workspace_scoped_now',
notes: 'Add-on purchase history is workspace-owned so extra capacity can be shared later.',
},
{
entity: 'workspace_addon_balances',
currentOwnership: 'workspace_scoped_now',
targetOwnership: 'workspace_scoped_now',
notes: 'Add-on balances follow the same workspace billing model as quota usage.',
},
{
entity: 'search_jobs',
currentOwnership: 'user_scoped_now_target_workspace',
targetOwnership: 'workspace_scoped_now',
notes: 'Search jobs are still keyed by user and should gain workspace ownership before true team history is promised.',
},
{
entity: 'deep_research_batches',
currentOwnership: 'user_scoped_now_target_workspace',
targetOwnership: 'workspace_scoped_now',
notes: 'Deep research batches are user-owned today but need workspace ownership for shared territory workflows.',
},
{
entity: 'businesses',
currentOwnership: 'user_scoped_now_target_workspace',
targetOwnership: 'workspace_scoped_now',
notes: 'Saved businesses should become workspace-owned before collaboration or shared exports are sold as real capabilities.',
},
{
entity: 'search_job_results',
currentOwnership: 'user_scoped_now_target_workspace',
targetOwnership: 'workspace_scoped_now',
notes: 'Result links follow search jobs and businesses and should migrate with them.',
},
{
entity: 'users',
currentOwnership: 'user_scoped_permanent',
targetOwnership: 'user_scoped_permanent',
notes: 'Profiles and identities remain user-scoped even as product data becomes workspace-owned.',
},
{
entity: 'sessions',
currentOwnership: 'user_scoped_permanent',
targetOwnership: 'user_scoped_permanent',
notes: 'Sessions stay tied to user authentication, not workspace data ownership.',
},
];
export const WORKSPACE_CAPABILITY_READINESS: WorkspaceCapabilityReadiness[] = [
{
capability: 'research_credits',
enforceability: 'hard_enforce_now',
notes: 'Workspace-scoped billing and counters already support hard enforcement for research actions.',
},
{
capability: 'exports',
enforceability: 'requires_backend_route',
notes: 'Export policy exists, but hard enforcement waits on a backend export endpoint.',
},
{
capability: 'users_included',
enforceability: 'soft_gate_now',
notes: 'Workspace membership counts exist, but product data is not yet shared enough for full seat enforcement.',
},
{
capability: 'workspace_limits',
enforceability: 'soft_gate_now',
notes: 'Commercial workspace limits can be surfaced, but multi-workspace UX and switching are still limited.',
},
{
capability: 'shared_assets',
enforceability: 'requires_schema_migration',
notes: 'Shared search history, saved businesses, and list ownership require workspace-scoped domain data first.',
},
{
capability: 'collaboration_permissions',
enforceability: 'requires_schema_migration',
notes: 'Role-aware collaboration depends on moving core entities from user ownership to workspace ownership.',
},
{
capability: 'saved_searches',
enforceability: 'future',
notes: 'Marketed feature today, but still needs product implementation and likely workspace-aware persistence.',
},
{
capability: 'deduplication',
enforceability: 'future',
notes: 'Commercially positioned but not implemented as a workspace-level workflow yet.',
},
{
capability: 'export_history',
enforceability: 'future',
notes: 'Requires backend export jobs and persistent export records.',
},
{
capability: 'tagging_notes',
enforceability: 'requires_schema_migration',
notes: 'Tags and notes should land on workspace-owned business/search entities before collaboration is enabled.',
},
{
capability: 'shared_lists',
enforceability: 'requires_schema_migration',
notes: 'Shared lists require workspace-owned saved entities and list permission rules.',
},
{
capability: 'scheduled_research',
enforceability: 'future',
notes: 'Needs async job scheduling plus ownership decisions for who can see and manage scheduled runs.',
},
{
capability: 'crm_integrations',
enforceability: 'future',
notes: 'Requires integration surfaces and likely workspace-scoped credentials/settings.',
},
{
capability: 'api_access',
enforceability: 'future',
notes: 'Entitlement policy exists, but actual API route surfaces and auth scopes are not live yet.',
},
{
capability: 'webhooks',
enforceability: 'future',
notes: 'Depends on integration/event infrastructure and workspace-level endpoint management.',
},
{
capability: 'enrichments',
enforceability: 'future',
notes: 'Entitlement model exists, but enrichment jobs and resource consumption are not active yet.',
},
];
export const COLLABORATION_PHASES: CollaborationPhaseDefinition[] = [
{
phase: 'v1_personal_data_with_workspace_billing',
description: 'Billing, quotas, and memberships are workspace-based, but most saved operational data still behaves as personal user-owned data.',
includedBehaviors: [
'A user consumes usage against their primary workspace.',
'Billing and quotas are tracked at the workspace level.',
'Search history and saved businesses remain effectively personal even inside a workspace shell.',
],
},
{
phase: 'v2_shared_workspace_data',
description: 'Core research and saved-business entities become workspace-owned, enabling true shared history, shared lists, and role-aware collaboration.',
includedBehaviors: [
'Search jobs and deep research batches are workspace-owned.',
'Saved businesses and results can be shared across members.',
'Collaboration permissions and shared asset rules can be enforced meaningfully.',
],
},
];
export const CURRENT_COLLABORATION_PHASE: CollaborationPhase = 'v1_personal_data_with_workspace_billing';
+22 -1
View File
@@ -1,4 +1,5 @@
import type { BillingInterval, PlanCode } from './billing/plans.js';
import type { AddonCode, BillingInterval, PlanCode } from './billing/plans.js';
import type { UsageAllowanceAvailability, UsageResource } from './billing/entitlements.js';
export type JobStatus = 'pending' | 'running' | 'completed' | 'failed' | 'stopped';
@@ -34,10 +35,30 @@ export interface AccountSummary {
export type AccountBillingStatus = 'not_configured' | 'inactive' | 'active' | 'past_due' | 'canceled';
export interface BillingUsageResourceSummary {
resource: UsageResource;
availability: UsageAllowanceAvailability;
included: number | null;
consumed: number;
remaining: number | null;
}
export interface BillingAddonBalanceSummary {
addonCode: AddonCode;
resource: UsageResource;
remainingQuantity: number;
expiresAt: string | null;
}
export interface AccountBillingState {
status: AccountBillingStatus;
planCode: PlanCode | null;
billingInterval: BillingInterval | null;
currentPeriodStartsAt: string | null;
currentPeriodEndsAt: string | null;
cancelAtPeriodEnd: boolean;
usage: BillingUsageResourceSummary[];
addonBalances: BillingAddonBalanceSummary[];
message: string;
}
+19 -71
View File
@@ -19,10 +19,12 @@ import { Layout, type AppTab } from './components/Layout';
import { AccountPage } from './components/AccountPage';
import { Dashboard } from './components/Dashboard';
import { MapView } from './components/MapView';
import { PricingCards } from './components/PricingCards';
import { PricingComparisonTable } from './components/PricingComparisonTable';
import { ResearchWorkspace } from './components/ResearchWorkspace';
import { ResultsWorkspace } from './components/ResultsWorkspace';
import { Alert, Badge, Button, Card, FieldLabel, Input, Surface } from './components/ui';
import { getPlanCardBullets, getPlanDisplayMeta, getPublicPricingPlans } from '../shared/billing/plans';
import type { BillingInterval } from '../shared/billing/plans';
import type { SessionUser } from '../shared/types';
import { getLocalSessionUser, signInWithLocalAuth, signOutWithLocalAuth, signUpWithLocalAuth } from './lib/auth';
import { hasApiConfig } from './lib/api';
@@ -302,30 +304,11 @@ function navigatePublicPage(page: 'landing' | 'auth', setPublicPage: (page: 'lan
setPublicPage(page);
}
function formatPlanPrice(priceCents: number | null, currencyCode: string) {
if (priceCents === null) {
return 'Custom';
}
return new Intl.NumberFormat('en-US', {
style: 'currency',
currency: currencyCode,
maximumFractionDigits: 0,
}).format(priceCents / 100);
}
function formatPlanPeriod(billingInterval: 'monthly' | 'annual' | 'custom', contactSalesRequired: boolean) {
if (contactSalesRequired || billingInterval === 'custom') {
return 'pricing';
}
return billingInterval === 'annual' ? '/year' : '/month';
}
function LandingPage(props: {
onGoToAuth: (mode: 'sign_in' | 'sign_up') => void;
}) {
const { onGoToAuth } = props;
const [pricingInterval, setPricingInterval] = useState<Extract<BillingInterval, 'monthly' | 'annual'>>('monthly');
const featureCards = [
{
@@ -368,8 +351,6 @@ function LandingPage(props: {
},
] as const;
const pricingPlans = getPublicPricingPlans();
return (
<div className="min-h-screen bg-[radial-gradient(circle_at_top_left,_rgba(16,185,129,0.08),_transparent_28%),linear-gradient(180deg,#fafaf9_0%,#f5f5f4_100%)] text-stone-900">
<div className="mx-auto max-w-7xl px-4 pb-16 pt-4 sm:px-6 lg:px-8 lg:pb-24">
@@ -516,62 +497,29 @@ function LandingPage(props: {
</p>
</div>
<div className="mt-8 grid gap-5 xl:grid-cols-3">
{pricingPlans.map((plan) => {
const display = getPlanDisplayMeta(plan.code);
const isFeatured = display.badgeLabel === 'Best Value';
return (
<div
key={plan.code}
className={`rounded-[2rem] border p-7 shadow-sm ${
isFeatured ? 'border-emerald-300 bg-emerald-50/60 shadow-emerald-100' : 'border-stone-200 bg-white'
}`}
>
<div className="flex items-start justify-between gap-4">
<div>
<p className="text-xl font-bold tracking-tight text-stone-900">{plan.name}</p>
<p className="mt-2 text-sm text-stone-600">{display.audience}</p>
</div>
{display.badgeLabel ? (
<span className="rounded-full bg-emerald-600 px-3 py-1 text-xs font-semibold uppercase tracking-wide text-white">
{display.badgeLabel}
</span>
) : null}
</div>
<div className="mt-8 flex items-end gap-1">
<span className="text-4xl font-bold tracking-tight text-stone-950">{formatPlanPrice(plan.priceCents, plan.currencyCode)}</span>
<span className="pb-1 text-sm text-stone-500">{formatPlanPeriod(plan.billingInterval, plan.contactSalesRequired)}</span>
</div>
<p className="mt-3 text-sm leading-7 text-stone-600">{display.summary}</p>
<div className="mt-8 flex justify-center">
<div className="inline-flex rounded-full border border-stone-200 bg-white p-1 shadow-sm">
{(['monthly', 'annual'] as const).map((interval) => (
<button
key={interval}
type="button"
onClick={() => onGoToAuth(display.ctaMode)}
className={`mt-8 inline-flex w-full items-center justify-center rounded-2xl px-4 py-3 text-sm font-semibold transition ${
isFeatured
? 'bg-emerald-600 text-white hover:bg-emerald-700'
: 'border border-stone-200 bg-white text-stone-800 hover:bg-stone-50'
onClick={() => setPricingInterval(interval)}
className={`rounded-full px-5 py-2 text-sm font-semibold transition ${
pricingInterval === interval ? 'bg-stone-900 text-white' : 'text-stone-600 hover:bg-stone-100 hover:text-stone-900'
}`}
>
{display.ctaLabel}
{interval === 'monthly' ? 'Monthly' : 'Annual'}
</button>
<div className="mt-8 space-y-3">
{getPlanCardBullets(plan.code).map((item) => (
<div key={item} className="flex items-start gap-3 text-sm text-stone-700">
<div className="mt-0.5 flex h-5 w-5 items-center justify-center rounded-full bg-emerald-100 text-emerald-700">
<Check className="h-3.5 w-3.5" />
</div>
<span>{item}</span>
</div>
))}
</div>
</div>
);
})}
<div className="mt-8">
<PricingCards billingInterval={pricingInterval} onGoToAuth={onGoToAuth} />
</div>
<div className="mt-8">
<PricingComparisonTable billingInterval={pricingInterval} />
</div>
</section>
+149 -1
View File
@@ -1,8 +1,22 @@
import { Building2, CreditCard, Loader2, Shield, Users } from 'lucide-react';
import { AlertCircle, ArrowUpRight, Building2, CreditCard, Loader2, Shield, Users } from 'lucide-react';
import { useEffect, useState } from 'react';
import { getEligibleAddonsForPlan } from '../../shared/billing/addons';
import { getPlanByCode } from '../../shared/billing/plans';
import type { AccountPageData, AppUser } from '../../shared/types';
import { getAccountPageData, updateAccountProfile } from '../lib/account';
import {
formatBillingIntervalLabel,
formatBillingStatusLabel,
formatDateLabel,
formatQuantity,
formatUsageResourceName,
getBillingStatusBadgeVariant,
getSuggestedUpgradePlanCode,
getUsageProgressPercent,
getUsageWarningBarClass,
getUsageWarningMessage,
getUsageWarningState,
} from '../lib/billing-ui';
import { Alert, Badge, Button, Card, FieldLabel, Input, LoadingState, PageContainer, PageShell, SectionHeader, StatCard } from './ui';
interface AccountPageProps {
@@ -101,6 +115,9 @@ export function AccountPage({ user, onUserUpdated }: AccountPageProps) {
}
const activePlan = account.billing.planCode ? getPlanByCode(account.billing.planCode) : null;
const suggestedUpgradePlanCode = getSuggestedUpgradePlanCode(account.billing.planCode, account.billing.billingInterval);
const suggestedUpgradePlan = suggestedUpgradePlanCode ? getPlanByCode(suggestedUpgradePlanCode) : null;
const eligibleAddons = activePlan ? getEligibleAddonsForPlan(activePlan.code, { includeComingSoon: true }) : [];
return (
<PageShell>
@@ -202,7 +219,138 @@ export function AccountPage({ user, onUserUpdated }: AccountPageProps) {
<h3 className="text-lg font-semibold text-stone-950">{activePlan ? activePlan.name : 'Subscription foundation in progress'}</h3>
</div>
</div>
<div className="mt-4 flex flex-wrap gap-2">
<Badge variant={getBillingStatusBadgeVariant(account.billing.status)}>{formatBillingStatusLabel(account.billing.status)}</Badge>
<Badge>{formatBillingIntervalLabel(account.billing.billingInterval)}</Badge>
{account.billing.cancelAtPeriodEnd ? <Badge variant="warning">Cancels at period end</Badge> : null}
</div>
<div className="mt-4 grid gap-3 rounded-2xl bg-stone-50 p-4 text-sm text-stone-600">
<div className="flex items-center justify-between gap-3">
<span>Current period starts</span>
<span className="font-medium text-stone-900">{formatDateLabel(account.billing.currentPeriodStartsAt)}</span>
</div>
<div className="flex items-center justify-between gap-3">
<span>Current period ends</span>
<span className="font-medium text-stone-900">{formatDateLabel(account.billing.currentPeriodEndsAt)}</span>
</div>
</div>
<p className="mt-4 text-sm text-stone-600">{account.billing.message}</p>
{suggestedUpgradePlan ? (
<div className="mt-4 rounded-2xl border border-emerald-200 bg-emerald-50 p-4">
<p className="text-sm font-semibold text-emerald-900">Suggested next plan</p>
<div className="mt-2 flex items-center justify-between gap-3">
<div>
<p className="text-base font-semibold text-emerald-950">{suggestedUpgradePlan.name}</p>
<p className="text-sm text-emerald-800">Step up when you need more usage headroom or premium workflows.</p>
</div>
<Button type="button" size="sm" className="shrink-0">
Upgrade
<ArrowUpRight className="h-4 w-4" />
</Button>
</div>
</div>
) : null}
</Card>
<Card className="p-6">
<div className="flex items-center justify-between gap-3">
<div>
<p className="text-sm font-semibold uppercase tracking-[0.18em] text-stone-500">Usage This Period</p>
<h3 className="text-lg font-semibold text-stone-950">Quota visibility</h3>
</div>
{account.billing.usage.some((usage) => {
const state = getUsageWarningState(usage);
return state === 'warning' || state === 'critical';
}) ? <Badge variant="warning">Needs attention</Badge> : null}
</div>
<div className="mt-4 space-y-4">
{account.billing.usage.map((usage) => {
const warningMessage = getUsageWarningMessage(usage);
const progressPercent = getUsageProgressPercent(usage);
return (
<div key={usage.resource} className="rounded-2xl border border-stone-200 p-4">
<div className="flex items-start justify-between gap-3">
<div>
<p className="text-sm font-semibold text-stone-900">{formatUsageResourceName(usage.resource)}</p>
<p className="mt-1 text-xs text-stone-500">
Included: {formatQuantity(usage.included)} · Consumed: {formatQuantity(usage.consumed)} · Remaining: {formatQuantity(usage.remaining)}
</p>
</div>
<Badge variant={usage.availability === 'not_available' ? 'neutral' : getUsageWarningState(usage) === 'critical' ? 'danger' : getUsageWarningState(usage) === 'warning' ? 'warning' : 'success'}>
{usage.availability === 'not_available' ? 'Not included' : usage.availability === 'custom' ? 'Custom' : usage.availability === 'unlimited' ? 'Unlimited' : 'Tracked'}
</Badge>
</div>
{progressPercent !== null ? (
<div className="mt-3 h-2 rounded-full bg-stone-100">
<div className={`h-2 rounded-full ${getUsageWarningBarClass(usage)}`} style={{ width: `${progressPercent}%` }} />
</div>
) : null}
{warningMessage ? (
<div className="mt-3 flex items-start gap-2 rounded-xl bg-stone-50 px-3 py-2 text-xs text-stone-600">
<AlertCircle className="mt-0.5 h-4 w-4 shrink-0" />
<span>{warningMessage}</span>
</div>
) : null}
</div>
);
})}
</div>
</Card>
<Card className="p-6">
<div>
<p className="text-sm font-semibold uppercase tracking-[0.18em] text-stone-500">Add-On Balances</p>
<h3 className="text-lg font-semibold text-stone-950">Extra capacity</h3>
</div>
{account.billing.addonBalances.length === 0 ? (
<p className="mt-4 text-sm text-stone-600">No add-on balances are active yet.</p>
) : (
<div className="mt-4 space-y-3">
{account.billing.addonBalances.map((balance) => (
<div key={`${balance.addonCode}-${balance.resource}`} className="rounded-2xl border border-stone-200 p-4 text-sm">
<div className="flex items-center justify-between gap-3">
<div>
<p className="font-semibold text-stone-900">{balance.addonCode}</p>
<p className="text-xs text-stone-500">{formatUsageResourceName(balance.resource)}</p>
</div>
<Badge variant="info">{formatQuantity(balance.remainingQuantity)} remaining</Badge>
</div>
<p className="mt-2 text-xs text-stone-500">Expires: {formatDateLabel(balance.expiresAt)}</p>
</div>
))}
</div>
)}
</Card>
<Card className="p-6">
<div>
<p className="text-sm font-semibold uppercase tracking-[0.18em] text-stone-500">Available Add-Ons</p>
<h3 className="text-lg font-semibold text-stone-950">Optional capacity and feature packs</h3>
</div>
{eligibleAddons.length === 0 ? (
<p className="mt-4 text-sm text-stone-600">No add-ons are configured for this plan yet.</p>
) : (
<div className="mt-4 space-y-3">
{eligibleAddons.map((addon) => (
<div key={addon.code} className="rounded-2xl border border-stone-200 p-4 text-sm">
<div className="flex items-center justify-between gap-3">
<div>
<p className="font-semibold text-stone-900">{addon.name}</p>
<p className="mt-1 text-xs text-stone-500">{addon.description}</p>
</div>
<Badge variant={addon.availability === 'active' ? 'success' : 'warning'}>
{addon.availability === 'active' ? 'Available' : 'Coming soon'}
</Badge>
</div>
<div className="mt-3 flex flex-wrap gap-2">
<Badge variant="info">{addon.purchaseMode === 'one_time' ? 'One-time' : 'Recurring'}</Badge>
<Badge>{addon.quantity === null ? 'Feature add-on' : `${formatQuantity(addon.quantity)} units`}</Badge>
</div>
</div>
))}
</div>
)}
</Card>
<Card className="p-6">
+70
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@@ -0,0 +1,70 @@
import { Check } from 'lucide-react';
import { getPlanCardBullets, getPlanDisplayMeta, getPublicPricingPlansForInterval, type BillingInterval } from '../../shared/billing/plans';
import { Button } from './ui';
import { formatPlanPeriod, formatPlanPrice } from '../lib/billing-ui';
interface PricingCardsProps {
billingInterval: Extract<BillingInterval, 'monthly' | 'annual'>;
onGoToAuth: (mode: 'sign_in' | 'sign_up') => void;
}
export function PricingCards({ billingInterval, onGoToAuth }: PricingCardsProps) {
const pricingPlans = getPublicPricingPlansForInterval(billingInterval);
return (
<div className="grid gap-5 xl:grid-cols-4">
{pricingPlans.map((plan) => {
const display = getPlanDisplayMeta(plan.code);
const isFeatured = display.badgeLabel === 'Best Value';
return (
<div
key={plan.code}
className={`rounded-[2rem] border p-7 shadow-sm ${
isFeatured ? 'border-emerald-300 bg-emerald-50/60 shadow-emerald-100' : 'border-stone-200 bg-white'
}`}
>
<div className="flex items-start justify-between gap-4">
<div>
<p className="text-xl font-bold tracking-tight text-stone-900">{plan.name}</p>
<p className="mt-2 text-sm text-stone-600">{display.audience}</p>
</div>
{display.badgeLabel ? (
<span className="rounded-full bg-emerald-600 px-3 py-1 text-xs font-semibold uppercase tracking-wide text-white">
{display.badgeLabel}
</span>
) : null}
</div>
<div className="mt-8 flex items-end gap-1">
<span className="text-4xl font-bold tracking-tight text-stone-950">{formatPlanPrice(plan.priceCents, plan.currencyCode)}</span>
<span className="pb-1 text-sm text-stone-500">{formatPlanPeriod(plan.billingInterval, plan.contactSalesRequired)}</span>
</div>
<p className="mt-3 text-sm leading-7 text-stone-600">{display.summary}</p>
<Button
type="button"
onClick={() => onGoToAuth(display.ctaMode)}
className={`mt-8 w-full rounded-2xl ${isFeatured ? 'bg-emerald-600 hover:bg-emerald-700' : ''}`}
variant={isFeatured ? 'primary' : 'secondary'}
>
{display.ctaLabel}
</Button>
<div className="mt-8 space-y-3">
{getPlanCardBullets(plan.code).map((item) => (
<div key={item} className="flex items-start gap-3 text-sm text-stone-700">
<div className="mt-0.5 flex h-5 w-5 items-center justify-center rounded-full bg-emerald-100 text-emerald-700">
<Check className="h-3.5 w-3.5" />
</div>
<span>{item}</span>
</div>
))}
</div>
</div>
);
})}
</div>
);
}
+132
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@@ -0,0 +1,132 @@
import { Check, Minus } from 'lucide-react';
import { getFeatureGate } from '../../shared/billing/feature-gates';
import { getPlanByCode, getPublicPricingPlansForInterval, type ActivePlanCode, type BillingInterval, type PlanFeatures } from '../../shared/billing/plans';
import { Card, Badge } from './ui';
import { formatQuantity } from '../lib/billing-ui';
const FEATURE_ROWS: Array<{ feature: keyof PlanFeatures; label: string }> = [
{ feature: 'csvExport', label: 'CSV export' },
{ feature: 'mapSearch', label: 'Map search' },
{ feature: 'radiusSearch', label: 'Radius search' },
{ feature: 'advancedFilters', label: 'Advanced filtering' },
{ feature: 'savedSearches', label: 'Saved searches' },
{ feature: 'territoryMapping', label: 'Territory mapping' },
{ feature: 'deduplication', label: 'Deduplication' },
{ feature: 'exportHistory', label: 'Export history' },
{ feature: 'taggingNotes', label: 'Tagging & notes' },
{ feature: 'sharedLists', label: 'Shared lists' },
{ feature: 'scheduledResearch', label: 'Scheduled research' },
{ feature: 'bulkExports', label: 'Bulk exports' },
{ feature: 'crmIntegrations', label: 'CRM integrations' },
{ feature: 'apiAccess', label: 'API access' },
{ feature: 'webhooks', label: 'Webhooks' },
{ feature: 'collaboration', label: 'Collaboration' },
{ feature: 'enrichments', label: 'Enrichments' },
{ feature: 'prioritySupport', label: 'Priority support' },
{ feature: 'sso', label: 'SSO' },
{ feature: 'sla', label: 'SLA' },
{ feature: 'whiteLabel', label: 'White-labeling' },
];
interface PricingComparisonTableProps {
billingInterval: Extract<BillingInterval, 'monthly' | 'annual'>;
}
export function PricingComparisonTable({ billingInterval }: PricingComparisonTableProps) {
const plans = getPublicPricingPlansForInterval(billingInterval);
return (
<Card className="overflow-hidden">
<div className="border-b border-stone-200 px-6 py-5">
<p className="text-sm font-semibold uppercase tracking-[0.18em] text-stone-500">Plan Comparison</p>
<h3 className="mt-2 text-2xl font-semibold tracking-tight text-stone-950">Compare capabilities across plans</h3>
<p className="mt-2 text-sm leading-7 text-stone-600">Included-but-not-ready capabilities are labeled as coming soon so the table stays honest with the current rollout phase.</p>
</div>
<div className="overflow-x-auto">
<table className="min-w-full border-collapse text-left text-sm">
<thead>
<tr className="border-b border-stone-200 bg-stone-50">
<th className="px-6 py-4 font-semibold text-stone-500">Capability</th>
{plans.map((plan) => (
<th key={plan.code} className="px-6 py-4 font-semibold text-stone-900">
<div className="flex flex-col gap-1">
<span>{plan.name}</span>
{plan.code === 'growth_monthly' || plan.code === 'growth_annual' ? <Badge variant="primary">Best Value</Badge> : null}
</div>
</th>
))}
</tr>
</thead>
<tbody>
<ComparisonValueRow
label="Research runs / month"
values={plans.map((plan) => (plan.limits.researchRunsPerMonth === null ? 'Custom' : formatQuantity(plan.limits.researchRunsPerMonth)))}
/>
<ComparisonValueRow
label="Exports / month"
values={plans.map((plan) => (plan.limits.exportsPerMonth === null ? 'Custom' : formatQuantity(plan.limits.exportsPerMonth)))}
/>
<ComparisonValueRow
label="Users included"
values={plans.map((plan) => (plan.limits.usersIncluded === null ? 'Custom' : formatQuantity(plan.limits.usersIncluded)))}
/>
<ComparisonValueRow
label="Workspaces included"
values={plans.map((plan) => (plan.limits.workspacesIncluded === null ? 'Unlimited' : formatQuantity(plan.limits.workspacesIncluded)))}
/>
{FEATURE_ROWS.map(({ feature, label }) => (
<ComparisonFeatureRow key={feature} label={label} planCodes={plans.map((plan) => plan.code)} feature={feature} />
))}
</tbody>
</table>
</div>
</Card>
);
}
function ComparisonValueRow({ label, values }: { label: string; values: string[] }) {
return (
<tr className="border-b border-stone-100 align-top">
<td className="px-6 py-4 font-medium text-stone-700">{label}</td>
{values.map((value, index) => (
<td key={`${label}-${index}`} className="px-6 py-4 text-stone-600">{value}</td>
))}
</tr>
);
}
function ComparisonFeatureRow({ label, planCodes, feature }: { label: string; planCodes: ActivePlanCode[]; feature: keyof PlanFeatures }) {
return (
<tr className="border-b border-stone-100 align-top">
<td className="px-6 py-4 font-medium text-stone-700">{label}</td>
{planCodes.map((planCode) => (
<td key={`${label}-${planCode}`} className="px-6 py-4">
<FeatureGateCell planCode={planCode} feature={feature} />
</td>
))}
</tr>
);
}
function FeatureGateCell({ planCode, feature }: { planCode: ActivePlanCode; feature: keyof PlanFeatures }) {
const plan = getPlanByCode(planCode);
const gate = getFeatureGate(planCode, feature);
if (!plan) {
return null;
}
switch (gate.state) {
case 'available':
return <span className="inline-flex items-center gap-2 text-emerald-700"><Check className="h-4 w-4" />Included</span>;
case 'coming_soon':
return <Badge variant="warning">Coming soon</Badge>;
case 'contact_sales':
return plan.code === 'enterprise_custom' && plan.features[feature] ? <Badge variant="warning">Coming soon</Badge> : <Badge variant="info">Enterprise</Badge>;
case 'upgrade_required':
return <span className="text-stone-500">Higher tier</span>;
case 'hidden':
return <span className="inline-flex items-center gap-2 text-stone-300"><Minus className="h-4 w-4" />Not included</span>;
}
}
+182
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@@ -0,0 +1,182 @@
import type { ActivePlanCode, BillingInterval, PlanCode } from '../../shared/billing/plans';
import { getPlanByCode, getPlanVariant } from '../../shared/billing/plans';
import type { AccountBillingStatus, BillingUsageResourceSummary } from '../../shared/types';
export type UsageWarningState = 'healthy' | 'warning' | 'critical' | 'unavailable';
export function formatPlanPrice(priceCents: number | null, currencyCode: string) {
if (priceCents === null) {
return 'Custom';
}
return new Intl.NumberFormat('en-US', {
style: 'currency',
currency: currencyCode,
maximumFractionDigits: 0,
}).format(priceCents / 100);
}
export function formatPlanPeriod(billingInterval: BillingInterval, contactSalesRequired: boolean) {
if (contactSalesRequired || billingInterval === 'custom') {
return 'pricing';
}
return billingInterval === 'annual' ? '/year' : '/month';
}
export function formatBillingIntervalLabel(billingInterval: BillingInterval | null) {
if (!billingInterval) {
return 'Not scheduled';
}
switch (billingInterval) {
case 'monthly':
return 'Monthly';
case 'annual':
return 'Annual';
case 'custom':
return 'Custom';
}
}
export function formatBillingStatusLabel(status: AccountBillingStatus) {
switch (status) {
case 'active':
return 'Active';
case 'past_due':
return 'Past due';
case 'inactive':
return 'Inactive';
case 'canceled':
return 'Canceled';
case 'not_configured':
return 'Bootstrap';
}
}
export function getBillingStatusBadgeVariant(status: AccountBillingStatus) {
switch (status) {
case 'active':
return 'success' as const;
case 'past_due':
return 'warning' as const;
case 'inactive':
case 'canceled':
return 'danger' as const;
case 'not_configured':
return 'info' as const;
}
}
export function formatUsageResourceName(resource: BillingUsageResourceSummary['resource']) {
switch (resource) {
case 'research_credits':
return 'Research credits';
case 'exports':
return 'Exports';
case 'enrichments':
return 'Enrichments';
case 'api_requests':
return 'API requests';
}
}
export function formatQuantity(value: number | null) {
if (value === null) {
return 'Custom';
}
return new Intl.NumberFormat('en-US').format(value);
}
export function getUsageWarningState(summary: BillingUsageResourceSummary): UsageWarningState {
if (summary.availability === 'not_available') {
return 'unavailable';
}
if (summary.included === null || summary.remaining === null || summary.included <= 0) {
return 'healthy';
}
const remainingRatio = summary.remaining / summary.included;
if (summary.remaining === 0 || remainingRatio <= 0.1) {
return 'critical';
}
if (remainingRatio <= 0.2) {
return 'warning';
}
return 'healthy';
}
export function getUsageWarningMessage(summary: BillingUsageResourceSummary) {
const warningState = getUsageWarningState(summary);
const resourceName = formatUsageResourceName(summary.resource);
switch (warningState) {
case 'unavailable':
return `${resourceName} are not included on this plan.`;
case 'critical':
return `You are close to exhausting your ${resourceName.toLowerCase()}.`;
case 'warning':
return `${resourceName} are running low for this period.`;
case 'healthy':
return null;
}
}
export function getUsageProgressPercent(summary: BillingUsageResourceSummary) {
if (summary.included === null || summary.included <= 0) {
return null;
}
const consumedRatio = summary.consumed / summary.included;
return Math.max(0, Math.min(consumedRatio * 100, 100));
}
export function getUsageWarningBarClass(summary: BillingUsageResourceSummary) {
switch (getUsageWarningState(summary)) {
case 'critical':
return 'bg-red-500';
case 'warning':
return 'bg-amber-500';
case 'unavailable':
return 'bg-stone-300';
case 'healthy':
return 'bg-emerald-500';
}
}
export function getSuggestedUpgradePlanCode(planCode: PlanCode | null, billingInterval: BillingInterval | null) {
if (!planCode) {
return 'starter_monthly' as const;
}
const plan = getPlanByCode(planCode);
if (!plan) {
return null;
}
const targetInterval = billingInterval === 'annual' ? 'annual' : 'monthly';
switch (plan.planFamily) {
case 'starter':
return getPlanVariant('growth', targetInterval)?.code ?? null;
case 'growth':
return getPlanVariant('pro', targetInterval)?.code ?? null;
case 'pro':
return 'enterprise_custom';
case 'enterprise':
return null;
}
}
export function formatDateLabel(value: string | null) {
if (!value) {
return 'Not set';
}
return new Date(value).toLocaleDateString();
}