Files
HOA_Financial_Platform/db/migrations/017-billing-enhancements.sql
olsch01 a996208cb8 feat: add annual billing, free trial, upgrade/downgrade, and ACH invoice support
- Add monthly/annual billing toggle with 25% annual discount on pricing page
- Implement 14-day no-card free trial (server-side Stripe subscription creation)
- Enable upgrade/downgrade via Stripe Customer Portal
- Add admin-initiated ACH/invoice billing for enterprise customers
- Add billing card to Settings page with plan info and Manage Billing button
- Handle past_due status with read-only grace period access
- Add trial ending and trial expired email templates
- Add DB migration for billing_interval and collection_method columns
- Update ONBOARDING-AND-AUTH.md documentation

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-18 08:04:51 -04:00

28 lines
1.7 KiB
SQL

-- Migration 017: Billing Enhancements
-- Adds support for annual billing, free trials, ACH/invoice billing,
-- and past_due grace period status.
-- ============================================================================
-- 1. Add billing_interval column (month or year)
-- ============================================================================
ALTER TABLE shared.organizations ADD COLUMN IF NOT EXISTS billing_interval VARCHAR(20) DEFAULT 'month';
-- ============================================================================
-- 2. Add collection_method column (charge_automatically or send_invoice)
-- ============================================================================
ALTER TABLE shared.organizations ADD COLUMN IF NOT EXISTS collection_method VARCHAR(20) DEFAULT 'charge_automatically';
-- ============================================================================
-- 3. Update status CHECK to include 'past_due'
-- ============================================================================
ALTER TABLE shared.organizations DROP CONSTRAINT IF EXISTS organizations_status_check;
ALTER TABLE shared.organizations ADD CONSTRAINT organizations_status_check
CHECK (status IN ('active', 'suspended', 'trial', 'archived', 'past_due'));
-- ============================================================================
-- 4. Ensure plan_level CHECK includes SaaS tiers (idempotent with 015)
-- ============================================================================
ALTER TABLE shared.organizations DROP CONSTRAINT IF EXISTS organizations_plan_level_check;
ALTER TABLE shared.organizations ADD CONSTRAINT organizations_plan_level_check
CHECK (plan_level IN ('standard', 'premium', 'enterprise', 'starter', 'professional'));