71 lines
3.4 KiB
Markdown
71 lines
3.4 KiB
Markdown
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# 09 — Admin billing plans UI (agent 9/20)
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**Owns:** Admin → Billing → **Plans** tab (table, filters, badges), create/edit plan dialogs, assign-plan UX, companies-tab assign shortcuts.
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**Does not own:** Permissions tab / `PlanPermissionsPanel` (agent 8).
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**Entry:** `/admin/billing` (gate: `requirePlatformAdmin`).
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---
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## Delivered
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1. **Plans table** — search + visibility filters (All / Public / Legacy / Custom) with counts.
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2. **Badges** — Public (ladder Free–Enterprise), Legacy (A1, Basic, Professional, Mini, Merkur…), Custom (other client deals). Public + `is_custom` also shows “Custom package flag” (Enterprise).
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3. **Create / edit** — polished dialog: name, description, monthly/yearly credits, max products, term, custom flag; preview of visibility kind. Wired to `POST /api/admin/plans` (upsert with `id` for edit).
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4. **Assign plan** — dialog with company + plan selects, optional trial + trial credits; row actions from Plans and Companies. `POST /api/admin/plans/assign`.
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5. **Link to permissions** — Plans row → Permissions tab with that plan selected (`PlanPermissionsPanel`).
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6. **Companies polish** — search, has/no active plan filter, Assign plan + Add credits actions; summary card for companies without a plan.
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---
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## Source files
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| File | Intent |
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|------|--------|
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| `apps/web/src/routes/admin/billing/+page.svelte` | Host page: stats, tabs, dialogs, companies table |
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| `apps/web/src/lib/components/admin/AdminPlansPanel.svelte` | Plans table + filters + row actions |
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| `apps/web/src/lib/admin-billing-plans.ts` | Visibility classify/filter, upsert/assign API helpers |
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---
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## API contract (existing)
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| Method | Path | Use |
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|--------|------|-----|
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| `GET` | `/api/admin/plans` | List all plans (ladder + deals) |
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| `POST` | `/api/admin/plans` | Upsert plan (`id` optional); body: name, description, monthly_credits, yearly_credits, max_products, is_custom, term |
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| `POST` | `/api/admin/plans/assign` | `{ company_id, plan_id, is_trial?, trial_credits? }` |
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| `GET` | `/api/admin/companies` | Companies + `has_active_plan` |
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| `POST` | `/api/admin/credits` | Adjust balance |
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| `POST` | `/api/admin/billing/run-cycles` | Due renewals |
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---
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## Visibility rules (UI)
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| Kind | Rule |
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|------|------|
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| **Public** | Name ∈ Free, Starter, Growth, Business, Enterprise (`isDefaultPublicPlanName`) |
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| **Legacy** | Known migrated names: A1 (+ `a1 …` prefix), Basic, Professional, Mini, Merkur*, Meur, or name contains `legacy` |
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| **Custom** | Everything else (client deals / `is_custom` non-ladder) |
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ASSUMPTION: Backend may later expose an explicit `is_legacy` / profile field; until then UI classifies by name (aligned with `IsPublicProductPlan` + migrated deal set).
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---
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## Manual verify
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1. Platform admin → `/admin/billing` → Plans.
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2. Filter Public / Legacy / Custom; search by name.
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3. Create a custom plan; edit credits/description; confirm row badges.
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4. Assign plan to a company (from Plans row or Companies → Assign plan); optional trial.
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5. Click Permissions on a plan → Permissions tab opens with that plan selected.
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6. Companies filter “No active plan”; Add credits still works.
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---
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## Coordination
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- Agent 8 owns Permissions panel styling/profiles — do not rewrite `PlanPermissionsPanel`.
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- Agent 5/19 may add explicit legacy profile on plans; when present, prefer API flag over name heuristics (additive).
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- Agent 10 may deepen org/company management; this page only adds assign/credits filters needed for billing ops.
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