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fix: billing portal error, onboarding wizard improvements, budget empty state

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- Fix "Manage Billing" button error for trial orgs without Stripe customer;
  add fallback to retrieve customer from subscription, show helpful message
  for trial users, and surface real error messages in the UI
- Add "Balance As-Of Date" field to onboarding wizard so opening balance
  journal entries use the correct statement date instead of today
- Add "Total Unit Count" field to onboarding wizard assessment group step
  so cash flow projections work immediately
- Remove broken budget upload step from onboarding wizard (was using legacy
  budgets endpoint); replace with guidance to use Budget Planning page
- Replace bare "No budget plan lines" text with rich onboarding-style card
  featuring download template and upload CSV action buttons

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
olsch01
2026-03-18 09:43:49 -04:00
parent e2d72223c8
commit db8b520009
6 changed files with 164 additions and 204 deletions
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45
backend/src/modules/billing/billing.service.ts
View File

@@ -279,18 +279,49 @@ export class BillingService {
* Create a Stripe Customer Portal session for managing subscription.
*/
async createPortalSession(orgId: string): Promise<{ url: string }> {
if (!this.stripe) throw new BadRequestException('Stripe not configured');
if (!this.stripe) throw new BadRequestException('Stripe is not configured');
const rows = await this.dataSource.query(
`SELECT stripe_customer_id FROM shared.organizations WHERE id = $1`,
`SELECT stripe_customer_id, stripe_subscription_id, status
FROM shared.organizations WHERE id = $1`,
[orgId],
);
if (rows.length === 0 || !rows[0].stripe_customer_id) {
throw new BadRequestException('No Stripe customer found for this organization');
if (rows.length === 0) {
throw new BadRequestException('Organization not found');
}
let customerId = rows[0].stripe_customer_id;
// Fallback: if customer ID is missing but subscription exists, retrieve customer from subscription
if (!customerId && rows[0].stripe_subscription_id) {
try {
const sub = await this.stripe.subscriptions.retrieve(rows[0].stripe_subscription_id) as Stripe.Subscription;
customerId = typeof sub.customer === 'string' ? sub.customer : sub.customer?.id;
if (customerId) {
// Backfill the customer ID for future calls
await this.dataSource.query(
`UPDATE shared.organizations SET stripe_customer_id = $1 WHERE id = $2`,
[customerId, orgId],
);
this.logger.log(`Backfilled stripe_customer_id=${customerId} for org=${orgId}`);
}
} catch (err) {
this.logger.warn(`Failed to retrieve customer from subscription: ${(err as Error).message}`);
}
}
if (!customerId) {
const status = rows[0].status;
if (status === 'trial') {
throw new BadRequestException(
'Billing portal is not available during your free trial. Add a payment method when your trial ends to manage your subscription.',
);
}
throw new BadRequestException('No Stripe customer found for this organization. Please contact support.');
}
const session = await this.stripe.billingPortal.sessions.create({
customer: rows[0].stripe_customer_id,
customer: customerId,
return_url: `${this.getAppUrl()}/settings`,
});
@@ -311,10 +342,11 @@ export class BillingService {
trialEndsAt: string | null;
currentPeriodEnd: string | null;
cancelAtPeriodEnd: boolean;
hasStripeCustomer: boolean;
}> {
const rows = await this.dataSource.query(
`SELECT plan_level, billing_interval, status, collection_method,
trial_ends_at, stripe_subscription_id
trial_ends_at, stripe_subscription_id, stripe_customer_id
FROM shared.organizations WHERE id = $1`,
[orgId],
);
@@ -351,6 +383,7 @@ export class BillingService {
trialEndsAt: org.trial_ends_at ? new Date(org.trial_ends_at).toISOString() : null,
currentPeriodEnd,
cancelAtPeriodEnd,
hasStripeCustomer: !!org.stripe_customer_id,
};
}