From e8fab2a444206e56e5499b76db5b8566a68f93d0 Mon Sep 17 00:00:00 2001
From: rrader26 <rrader26@gmail.com>
Date: Wed, 1 Jul 2026 14:24:51 -0400
Subject: [PATCH] feat(plans): "Show in customer portal" toggle (self_serve) in
 the plan form
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Operator-facing checkbox for the `self_serve` plan flag (ThinkfleetAI/lago-api
#15). When off, the plan is hidden from the customer-portal self-serve list but
stays assignable by operators — enterprise / white-label tiers.

- PlanSettingsSection: SwitchField bound to `selfServe` + `selfServe` on the
  PlanForSettingsSection fragment
- CreatePlan EditPlan fragment: fetch `selfServe`
- usePlanForm: initial value `selfServe ?? true` (new plans default visible)
- serialize: already forwarded via the `...otherValues` spread

Requires (env-dependent, not done here): lago-api #15 merged (schema exposes
selfServe) + `graphql:codegen` to regenerate src/generated/graphql.tsx — the
form won't type-check until then. Labels are literal strings (add i18n keys if
lint requires).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
---
 src/components/plans/PlanSettingsSection.tsx | 10 ++++++++++
 src/hooks/plans/usePlanForm.tsx              |  3 +++
 src/pages/CreatePlan.tsx                     |  1 +
 3 files changed, 14 insertions(+)

diff --git a/src/components/plans/PlanSettingsSection.tsx b/src/components/plans/PlanSettingsSection.tsx
index ff698cd824..b77237808d 100644
--- a/src/components/plans/PlanSettingsSection.tsx
+++ b/src/components/plans/PlanSettingsSection.tsx
@@ -33,6 +33,7 @@ gql`
     description
     interval
     name
+    selfServe
     taxes {
       ...TaxForPlanSettingsSection
     }
@@ -175,6 +176,15 @@ export const PlanSettingsSection = ({
         )}
       </form.AppField>
 
+      <form.AppField name="selfServe">
+        {(field) => (
+          <field.SwitchField
+            label="Show in customer portal"
+            subLabel="When off, this plan is hidden from the self-serve plan list in the customer portal but can still be assigned to customers by an operator (e.g. enterprise / white-label)."
+          />
+        )}
+      </form.AppField>
+
       {canApplyChargesMonthly && (
         <>
           {hasAnyFixedCharge && (
diff --git a/src/hooks/plans/usePlanForm.tsx b/src/hooks/plans/usePlanForm.tsx
index 42cf6b604f..e6070a14ea 100644
--- a/src/hooks/plans/usePlanForm.tsx
+++ b/src/hooks/plans/usePlanForm.tsx
@@ -104,6 +104,9 @@ const buildDefaultValues = (
   taxes: plan?.taxes || [],
   invoiceDisplayName: plan?.invoiceDisplayName || undefined,
   payInAdvance: plan?.payInAdvance || false,
+  // Default new plans to visible in the customer portal; false hides them
+  // from self-serve while keeping them operator-assignable.
+  selfServe: plan?.selfServe ?? true,
   amountCents: isNaN(plan?.amountCents)
     ? '0'
     : String(deserializeAmount(plan?.amountCents || 0, initialCurrency)),
diff --git a/src/pages/CreatePlan.tsx b/src/pages/CreatePlan.tsx
index 2ea9e60409..2a6aaf1f5d 100644
--- a/src/pages/CreatePlan.tsx
+++ b/src/pages/CreatePlan.tsx
@@ -81,6 +81,7 @@ gql`
     description
     interval
     payInAdvance
+    selfServe
     invoiceDisplayName
     amountCents
     amountCurrency