sanity changes

app/controllers/dashboard_controller.rb

@@ -71,6 +71,7 @@ class DashboardController < ActionController::Base
       WHATSAPP_CONFIGURATION_ID: GlobalConfigService.load('WHATSAPP_CONFIGURATION_ID', ''),
       IS_ENTERPRISE: ChatwootApp.enterprise?,
       AZURE_APP_ID: GlobalConfigService.load('AZURE_APP_ID', ''),
+      STRIPE_BILLING_V2_ENABLED: GlobalConfigService.load('STRIPE_BILLING_V2_ENABLED', 'false'),
       GIT_SHA: GIT_HASH
     }
   end

create_plans.rb

@@ -64,7 +64,7 @@ configs = [
     meter_event_name: 'chatwoot.usage',
     plan_display_name: 'Chatwoot Business',
     plan_lookup_key: 'chatwoot_business_v2',
-    lookup_key: 'chatwoot_business_plan_license_fee_v2',
+    lookup_key: 'chatwoot_business_license_fee_v2',
     service_action_lookup_key: 'chatwoot_business_plan_v2_credits',
     metered_item_lookup_key: 'chatwoot_business_plan_v2_usage',
     licensed_item_display_name: 'Seat',

enterprise/app/services/enterprise/billing/create_stripe_customer_service.rb

@@ -1,4 +1,6 @@
 class Enterprise::Billing::CreateStripeCustomerService
+  include Enterprise::Billing::Concerns::PlanFeatureManager
+
   pattr_initialize [:account!]
 
   DEFAULT_QUANTITY = 2
@@ -7,21 +9,14 @@ class Enterprise::Billing::CreateStripeCustomerService
     return if existing_subscription?
 
     customer_id = prepare_customer_id
-    subscription = Stripe::Subscription.create(
-      {
-        customer: customer_id,
-        items: [{ price: price_id, quantity: default_quantity }]
-      }
-    )
-    account.update!(
-      custom_attributes: {
-        stripe_customer_id: customer_id,
-        stripe_price_id: subscription['plan']['id'],
-        stripe_product_id: subscription['plan']['product'],
-        plan_name: default_plan['name'],
-        subscribed_quantity: subscription['quantity']
-      }
-    )
+
+    if billing_v2_enabled?
+      update_account_for_v2_billing(customer_id)
+      enable_plan_specific_features(default_plan['name'])
+    else
+      subscription = create_subscription(customer_id)
+      update_account_with_subscription(customer_id, subscription)
+    end
   end
 
   private
@@ -53,6 +48,10 @@ class Enterprise::Billing::CreateStripeCustomerService
     price_ids.first
   end
 
+  def billing_v2_enabled?
+    ENV.fetch('STRIPE_BILLING_V2_ENABLED', 'false') == 'true'
+  end
+
   def existing_subscription?
     stripe_customer_id = account.custom_attributes['stripe_customer_id']
     return false if stripe_customer_id.blank?
@@ -66,4 +65,34 @@ class Enterprise::Billing::CreateStripeCustomerService
     )
     subscriptions.data.present?
   end
+
+  def create_subscription(customer_id)
+    Stripe::Subscription.create(
+      customer: customer_id,
+      items: [{ price: price_id, quantity: default_quantity }]
+    )
+  end
+
+  def update_account_for_v2_billing(customer_id)
+    account.update!(
+      custom_attributes: {
+        stripe_customer_id: customer_id,
+        stripe_pricing_plan_id: InstallationConfig.find_by(name: 'STRIPE_HACKER_PLAN_ID').value,
+        plan_name: 'Hacker',
+        subscribed_quantity: DEFAULT_QUANTITY
+      }
+    )
+  end
+
+  def update_account_with_subscription(customer_id, subscription)
+    account.update!(
+      custom_attributes: {
+        stripe_customer_id: customer_id,
+        stripe_price_id: subscription['plan']['id'],
+        stripe_product_id: subscription['plan']['product'],
+        plan_name: default_plan['name'],
+        subscribed_quantity: subscription['quantity']
+      }
+    )
+  end
 end

enterprise/app/services/enterprise/billing/v2/cancel_subscription_service.rb

@@ -8,9 +8,6 @@ class Enterprise::Billing::V2::CancelSubscriptionService < Enterprise::Billing::
   # @return [Hash] { success:, cancel_at_period_end:, period_end:, message: }
   #
   def cancel_subscription
-    return { success: false, message: 'Not a V2 billing account' } unless v2_enabled?
-    return { success: false, message: 'No active subscription' } unless active_subscription?
-
     with_locked_account do
       billing_intent = create_deactivate_intent
       reserve_billing_intent(billing_intent)
@@ -55,6 +52,7 @@ class Enterprise::Billing::V2::CancelSubscriptionService < Enterprise::Billing::
 
   def store_next_billing_date(cadence_id)
     cadence = retrieve_billing_cadence(cadence_id)
+    Rails.logger.info("Cadence: #{cadence}")
     @next_billing_date = extract_attribute(cadence, :next_billing_date)
   end
 
@@ -126,14 +124,6 @@ class Enterprise::Billing::V2::CancelSubscriptionService < Enterprise::Billing::
     }
   end
 
-  def v2_enabled?
-    custom_attribute('stripe_billing_version')&.to_i == 2
-  end
-
-  def active_subscription?
-    custom_attribute('subscription_status') == 'active'
-  end
-
   def stripe_api_options
     { api_key: ENV.fetch('STRIPE_SECRET_KEY', nil), stripe_version: '2025-08-27.preview' }
   end

enterprise/app/services/enterprise/billing/v2/change_plan_service.rb

@@ -9,8 +9,6 @@ class Enterprise::Billing::V2::ChangePlanService < Enterprise::Billing::V2::Base
   # @return [Hash] { success:, message: }
   #
   def change_plan(new_pricing_plan_id:, quantity: 1)
-    return { success: false, message: 'Not a V2 billing account' } unless v2_enabled?
-    return { success: false, message: 'No active subscription' } unless active_subscription?
     return { success: false, message: 'Invalid quantity' } unless quantity.positive?
 
     with_locked_account do
@@ -179,14 +177,6 @@ class Enterprise::Billing::V2::ChangePlanService < Enterprise::Billing::V2::Base
     }
   end
 
-  def v2_enabled?
-    custom_attribute('stripe_billing_version')&.to_i == 2
-  end
-
-  def active_subscription?
-    custom_attribute('subscription_status') == 'active'
-  end
-
   def stripe_api_options
     { api_key: ENV.fetch('STRIPE_SECRET_KEY', nil), stripe_version: '2025-08-27.preview' }
   end

enterprise/app/services/enterprise/billing/v2/credit_management_service.rb

@@ -99,9 +99,10 @@ class Enterprise::Billing::V2::CreditManagementService < Enterprise::Billing::V2
       stripe_api_options
     )
 
-    response.data.map do |grant|
+    grants = response.data.map do |grant|
       transform_credit_grant(grant)
     end
+    grants.reject { |grant| grant[:credits].zero? }
   rescue Stripe::StripeError => e
     Rails.logger.error("Failed to fetch credit grants: #{e.message}")
     []
@@ -132,36 +133,32 @@ class Enterprise::Billing::V2::CreditManagementService < Enterprise::Billing::V2
 
   private
 
-  # rubocop:disable Metrics/AbcSize, Metrics/CyclomaticComplexity, Metrics/PerceivedComplexity, Metrics/MethodLength
   def transform_credit_grant(grant)
-    # Stripe objects have symbol keys when converted to hash, or access via methods
-    # Use the grant object directly for most reliable access
-    category = grant[:category] || grant.category
-    metadata = grant[:metadata] || grant.metadata || {}
-
-    # Determine credits amount based on grant type
-    credits = if category == 'paid' && metadata['credits']
-                metadata['credits'].to_i
-              elsif category == 'promotional'
-                grant_id = grant[:id] || grant.id
-                fetch_monthly_credit_amount(grant_id)
-              else
-                0
-              end
+    category = grant_attribute(grant, :category)
+    metadata = grant_attribute(grant, :metadata) || {}
 
     {
-      id: grant[:id] || grant.id,
-      name: grant[:name] || grant.name,
-      credits: credits,
+      id: grant_attribute(grant, :id),
+      name: grant_attribute(grant, :name),
+      credits: calculate_grant_credits(category, metadata),
       category: category,
       source: metadata['source'] || category,
-      effective_at: parse_timestamp(grant[:effective_at] || grant.effective_at),
-      expires_at: parse_timestamp(grant[:expires_at] || grant.expires_at),
-      voided_at: parse_timestamp(grant[:voided_at] || grant.voided_at),
-      created_at: parse_timestamp(grant[:created] || grant.created)
+      effective_at: parse_timestamp(grant_attribute(grant, :effective_at)),
+      expires_at: parse_timestamp(grant_attribute(grant, :expires_at)),
+      voided_at: parse_timestamp(grant_attribute(grant, :voided_at)),
+      created_at: parse_timestamp(grant_attribute(grant, :created))
     }
   end
-  # rubocop:enable Metrics/AbcSize, Metrics/CyclomaticComplexity, Metrics/PerceivedComplexity, Metrics/MethodLength
+
+  def grant_attribute(grant, key)
+    grant[key] || grant.public_send(key)
+  end
+
+  def calculate_grant_credits(category, metadata)
+    return metadata['credits'].to_i if category == 'paid' && metadata['credits']
+
+    0
+  end
 
   def parse_timestamp(timestamp)
     return nil unless timestamp
@@ -169,20 +166,6 @@ class Enterprise::Billing::V2::CreditManagementService < Enterprise::Billing::V2
     Time.zone.at(timestamp)
   end
 
-  def fetch_monthly_credit_amount(grant_id)
-    # Try to get from credit transactions with matching grant_id in metadata
-    transaction = account.credit_transactions
-                         .where(transaction_type: 'grant', credit_type: 'monthly')
-                         .where("metadata->>'grant_id' = ?", grant_id)
-                         .order(created_at: :desc)
-                         .first
-
-    return transaction.amount if transaction
-
-    # Fallback: return the current monthly_credits from account
-    monthly_credits
-  end
-
   def stripe_customer_id
     custom_attribute('stripe_customer_id')
   end

enterprise/app/services/enterprise/billing/v2/plan_catalog.rb

@@ -25,7 +25,7 @@ module Enterprise::Billing::V2::PlanCatalog
       base_fee: 39.0,
       monthly_credits: 50_000,
       config_key: 'STRIPE_BUSINESS_PLAN_ID',
-      licensed_item_lookup_key: 'chatwoot_business_plan_license_fee_v2'
+      licensed_item_lookup_key: 'chatwoot_business_license_fee_v2'
     },
     {
       key: :enterprise,

enterprise/app/services/enterprise/billing/v2/pricing_plan_service.rb

@@ -42,14 +42,14 @@ class Enterprise::Billing::V2::PricingPlanService < Enterprise::Billing::V2::Bas
     plan = create_pricing_plan(display_name: config[:plan_display_name], lookup_key: config[:plan_lookup_key])
 
     builder = component_builder
-    builder.add_license_fee_component(plan, config)
-    service_action = builder.add_service_action_component(plan, config, cpu)
-    rate_card = builder.add_rate_card_component(plan, config, meter, cpu)
+    builder.add_license_fee_component(plan, config) if config[:license_fee_amount].to_i.positive?
+    builder.add_service_action_component(plan, config, cpu) if config[:monthly_credit_amount].to_i.positive?
+    builder.add_rate_card_component(plan, config, meter, cpu)
 
     # Make the latest version live
     make_plan_version_live(plan.id)
 
-    build_plan_result(plan, cpu, meter, rate_card, service_action)
+    build_plan_result(plan, cpu, meter)
   end
 
   def get_or_create_cpu(config)
@@ -111,14 +111,12 @@ class Enterprise::Billing::V2::PricingPlanService < Enterprise::Billing::V2::Bas
     )
   end
 
-  def build_plan_result(plan, cpu, meter, rate_card, service_action)
+  def build_plan_result(plan, cpu, meter)
     {
       success: true,
       pricing_plan: plan,
       custom_pricing_unit: cpu,
-      meter: meter,
-      rate_card: rate_card,
-      service_action: service_action
+      meter: meter
     }
   end
 end

enterprise/app/services/enterprise/billing/v2/topup_service.rb

@@ -19,18 +19,38 @@ class Enterprise::Billing::V2::TopupService < Enterprise::Billing::V2::BaseServi
   def validate_topup_request(credits)
     return { valid: false, success: false, message: 'Invalid topup amount' } unless credits.to_i.positive?
 
+    # Check if account has a valid subscription plan
+    plan_validation = validate_subscription_plan
+    return plan_validation unless plan_validation[:valid]
+
     topup_definition = Enterprise::Billing::V2::TopupCatalog.find_option(credits)
     return { valid: false, success: false, message: 'Unsupported topup amount' } unless topup_definition
     return { valid: false, success: false, message: 'Stripe customer not configured' } if stripe_customer_id.blank?
 
     # Check if customer has a default payment method
     unless customer_has_payment_method?
-      return { valid: false, success: false, message: 'No payment method found. Please add a payment method before making a purchase.' }
+      return { valid: false, success: false,
+               message: 'No default payment method found. Please add a default payment method before making a purchase.' }
     end
 
     { valid: true, topup_definition: topup_definition }
   end
 
+  def validate_subscription_plan
+    plan_name = custom_attribute('plan_name')
+
+    # Block topup if no plan or on Hacker plan
+    if plan_name.blank? || plan_name.downcase == 'hacker'
+      return {
+        valid: false,
+        success: false,
+        message: 'Top-ups are only available for Startup, Business, and Enterprise plans. Please upgrade your plan to purchase credits.'
+      }
+    end
+
+    { valid: true }
+  end
+
   def customer_has_payment_method?
     customer = Stripe::Customer.retrieve(stripe_customer_id, stripe_api_options)
     # Check if customer has a default payment method or any payment methods attached

enterprise/app/services/enterprise/billing/v2/update_subscription_service.rb

@@ -8,8 +8,6 @@ class Enterprise::Billing::V2::UpdateSubscriptionService < Enterprise::Billing::
   # @return [Hash] { success:, message: }
   #
   def update_quantity(quantity:)
-    return { success: false, message: 'Not a V2 billing account' } unless v2_enabled?
-    return { success: false, message: 'No active subscription' } unless active_subscription?
     return { success: false, message: 'Invalid quantity' } unless quantity.positive?
 
     with_locked_account do
@@ -129,14 +127,6 @@ class Enterprise::Billing::V2::UpdateSubscriptionService < Enterprise::Billing::
     }
   end
 
-  def v2_enabled?
-    custom_attribute('stripe_billing_version')&.to_i == 2
-  end
-
-  def active_subscription?
-    custom_attribute('subscription_status') == 'active'
-  end
-
   def stripe_api_options
     { api_key: ENV.fetch('STRIPE_SECRET_KEY', nil), stripe_version: '2025-08-27.preview' }
   end