feat(plans): first-class self_serve flag to hide plans from the customer portal

app/controllers/api/v1/plans_controller.rb

@@ -112,6 +112,7 @@ def input_params
           :amount_currency,
           :trial_period,
           :pay_in_advance,
+          :self_serve,
           :bill_charges_monthly,
           :bill_fixed_charges_monthly,
           :cascade_updates,

app/graphql/resolvers/customer_portal/available_plans_resolver.rb

@@ -27,7 +27,11 @@ def resolve(product_key: nil, exclude_current: false)
         customer = context[:customer_portal_user]
         organization = customer.organization
 
+        # `self_serve: false` plans (contract-only tiers like enterprise /
+        # white-label) never appear in the portal, but stay assignable by
+        # operators (this filter only runs here).
         plans = organization.plans.where(parent_id: nil)
+          .where(self_serve: true)
           .includes(:metadata)
           .order(:amount_cents)
         plans = plans.where("code LIKE ?", "#{product_key}-%") if product_key.present?

app/graphql/types/plans/create_input.rb

@@ -16,6 +16,7 @@ class CreateInput < Types::BaseInputObject
       argument :metadata, [Types::Metadata::Input], required: false, **Types::Metadata::Input::ARGUMENT_OPTIONS
       argument :name, String, required: true
       argument :pay_in_advance, Boolean, required: true
+      argument :self_serve, Boolean, required: false
       argument :tax_codes, [String], required: false
       argument :trial_period, Float, required: false
 

app/graphql/types/plans/object.rb

@@ -20,6 +20,7 @@ class Object < Types::BaseObject
       field :name, String, null: false
       field :parent, Types::Plans::Object, null: true
       field :pay_in_advance, Boolean, null: false
+      field :self_serve, Boolean, null: false, description: "Whether the plan is offered in the self-serve customer portal"
       field :trial_period, Float
 
       field :applicable_usage_thresholds, [Types::UsageThresholds::Object]

app/graphql/types/plans/update_input.rb

@@ -19,6 +19,7 @@ class UpdateInput < Types::BaseInputObject
       argument :metadata, [Types::Metadata::Input], required: false, **Types::Metadata::Input::ARGUMENT_OPTIONS
       argument :name, String, required: true
       argument :pay_in_advance, Boolean, required: true
+      argument :self_serve, Boolean, required: false
       argument :tax_codes, [String], required: false
       argument :trial_period, Float, required: false
 

app/serializers/v1/plan_serializer.rb

@@ -15,6 +15,7 @@ def serialize
         amount_currency: model.amount_currency,
         trial_period: model.trial_period,
         pay_in_advance: model.pay_in_advance,
+        self_serve: model.self_serve,
         bill_charges_monthly: model.bill_charges_monthly,
         bill_fixed_charges_monthly: model.bill_fixed_charges_monthly,
         customers_count: 0,

app/services/plans/create_service.rb

@@ -27,7 +27,8 @@ def call
         amount_currency: args[:amount_currency],
         trial_period: args[:trial_period],
         bill_charges_monthly: bill_charges_monthly(args),
-        bill_fixed_charges_monthly: bill_fixed_charges_monthly(args)
+        bill_fixed_charges_monthly: bill_fixed_charges_monthly(args),
+        self_serve: args[:self_serve].nil? ? true : args[:self_serve]
       )
 
       chargeables_validation_result = Plans::ChargeablesValidationService.call(

app/services/plans/update_service.rb

@@ -27,6 +27,9 @@ def call
       plan.invoice_display_name = params[:invoice_display_name] if params.key?(:invoice_display_name)
       plan.description = params[:description] if params.key?(:description)
       plan.amount_cents = params[:amount_cents] if params.key?(:amount_cents)
+      # Portal visibility — editable even while attached to subscriptions
+      # (it doesn't affect billing, only the self-serve plan list).
+      plan.self_serve = params[:self_serve] if params.key?(:self_serve)
 
       # NOTE: If plan is attached to subscriptions the editable attributes are:
       #       name, invoice_display_name, description, amount_cents

db/migrate/20260701000000_add_self_serve_to_plans.rb

@@ -0,0 +1,12 @@
+# frozen_string_literal: true
+
+# Adds a first-class `self_serve` flag to plans. When false, the plan is
+# hidden from the customer-portal self-serve list (AvailablePlansResolver)
+# but stays fully assignable by operators — used for contract-only tiers
+# such as enterprise / white-label. Defaults true so every existing plan
+# stays self-serve (non-breaking).
+class AddSelfServeToPlans < ActiveRecord::Migration[8.0]
+  def change
+    add_column :plans, :self_serve, :boolean, default: true, null: false
+  end
+end