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feat(plans): "Show in customer portal" toggle (self_serve) #8

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Merged
rrader26 merged 1 commit into from
Jul 1, 2026
Merged

feat(plans): "Show in customer portal" toggle (self_serve) #8

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10 changes: 10 additions & 0 deletions src/components/plans/PlanSettingsSection.tsx
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Original file line number Diff line number Diff line change
Expand Up @@ -33,6 +33,7 @@ gql`
description
interval
name
selfServe
taxes {
...TaxForPlanSettingsSection
}
Expand Down Expand Up @@ -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 && (
Expand Down
3 changes: 3 additions & 0 deletions src/hooks/plans/usePlanForm.tsx
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Expand Up @@ -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)),
Expand Down
1 change: 1 addition & 0 deletions src/pages/CreatePlan.tsx
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Expand Up @@ -81,6 +81,7 @@ gql`
description
interval
payInAdvance
selfServe
invoiceDisplayName
amountCents
amountCurrency
Expand Down
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