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18 commits

Author SHA1 Message Date
Paulo Castellano
a1fa897106
Activation checklist + MCP OAuth authorize UX (#239) (#250)
* Wire onboarding activation into Account, observers, and shared Inertia data

Add onboarding casts/hasFinishedOnboarding, AccessToken ObservedBy,
Platform::connectableOptions, Post/SocialAccount onboarding broadcast hooks,
and lazy onboardingResidual share + SharedData types.

* Register onboarding routes and post-checkout activation redirects.

Wire billing processing and the sidebar checklist so owners land on
activation after subscribe, with locale sidebar/uk onboarding strings.

* Align MCP grant usability with onboarding activation checks

Unbound MCP tokens fall back to the user's current workspace and require
createPost so viewer/unscoped grants neither unlock the checklist nor
broadcast onboarding status.

* Require bound MCP workspace for onboarding activation.

Drop current-workspace fallback from usable MCP grants so checklist
detection and broadcasts match Passport token scoping; viewers still
cannot unlock the MCP step.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Harden onboarding review findings and tighten locale strings.

Fix Welcome/Persona/TrackPost suites broken by the activation route reuse
and PostObserver analytics side effects, restore Echo poll fallbacks,
reject unbound MCP grants in tests, and drop unused onboarding.mcp keys.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Remove unused sidebar and MCP authorization locale keys.

Drop dead sidebar menu/theme strings (including the overwritten
workspace label and api_keys nav entry) and unused MCP authorize
app_title/approving copy across all locales.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Fix SetLocale crashing on Passport Symfony OAuth responses.

OAuth errors return a raw Symfony Response without withCookie(); attach
the default locale cookie via headers so authorize no longer 500s.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Prompt OAuth guests to log in before rejecting unknown clients.

MCP Inspector often reuses a stale client_id; validateAuthorizationRequest
was returning invalid_client JSON before the login redirect. Guests now
hit /login first, then client validation runs after authentication.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Render Inertia OAuth authorize errors for browser logins.

After login, Inertia follows the intended authorize URL; raw invalid_client
JSON broke that visit. HTML/Inertia requests now get mcp/AuthorizeError
while API JSON clients still receive the OAuth error payload.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Detect Inertia OAuth error pages via Request::inertia().

Use the framework helper so post-login authorize failures keep returning
an Inertia page instead of raw OAuth JSON.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Simplify OAuth authorize error page detection to expectsJson.

Drop the X-Inertia header sniff; browser and Inertia visits already do
not expectsJson, while API clients still receive the OAuth JSON payload.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Share MCP authorize layout and drop the error close button.

Keep authorize and authorize-error on the same centered card shell instead of the auth split layout.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Simplify onboarding activation for reviewability and safety.

Use an exists-based MCP check, keep GETs read-only, move sync into
syncAndNotify, clear MCP skips on connect, restrict complete to owners,
and share Echo/poll via one composable.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Move MCP OAuth authorize UX out of the onboarding PR.

Keep the activation checklist focused; OAuth guest/error-page work now
lives on fix/mcp-oauth-authorize-ux.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Fix corrupted French MCP locale after OAuth key cleanup.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Restore MCP OAuth authorize UX onto the onboarding branch.

Keep authorize error page, guest login-before-client validation, and
SetLocale Symfony cookie fix in #250.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Fix OAuth prompt=none redirects and harden onboarding tests.

Keep login_required/consent_required as redirects instead of Inertia,
add regression coverage for owner-only activation, require invite email
confirmation, and align MCP connected apps with the sessions list UI.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Simplify onboarding guards and dedupe viewed analytics.

Introduce isOnboardingOpen / belongsToAccount helpers, collapse
duplicated sync/dispatch paths, and capture onboarding.viewed once
per account.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Simplify onboarding event, observers, and status helpers.

Tighten Account onboarding predicates, drop nullable broadcast/dispatch
APIs, and collapse repeated observer/controller guards.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Treat in-app users as always having an account.

Add resolveAccount(), tighten belongsToAccount to string ids, and fold
guest residual handling into ResolveOnboardingStatus.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Rename onboarding residual share test to progress.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Simplify onboarding status and rename residual to progress.

Use accountOrFail, extract MCP onboarding scope, auto-leave the ready
screen, and send non-onboarding checkout back to accounts.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Extract HasAccount and prefer data_get in onboarding flows.

Move account helpers off User, drop nullable sidebarProgress, and
read OAuth/onboarding payloads with data_get.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Simplify onboarding checks and extract HasOnboarding.

Use Eloquent + policies for MCP/backfill paths, and move account
onboarding helpers into a dedicated trait.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Add trait tests and tidy onboarding imports.

Cover HasAccount and HasOnboarding under Models/Traits, prefer filled() for checkout session ids, and import Throwable instead of FQCN.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Simplify checkout session_id and OAuth error props.

Read session_id via request->string(), and take OAuth error details from the League exception instead of decoding the response body.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Simplify PostObserver onboarding notify path.

Share one otherPosts check for first-create and last-delete instead of separate callbacks.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Use post author as onboarding sync actor.

Drop Auth::user() preference in PostObserver; checklist sync attributes to $post->user.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Simplify SocialAccountObserver and OAuth authorize flow.

Share create/delete onboarding notify, drop Auth actor fallback to owner, and inline Passport Inertia error handling.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Use lazy Inertia props for onboarding partial reloads.

Drop partial-header branching; wrap page props in closures and always redirect completed/dismissed accounts to the calendar.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Defer sidebar onboarding progress and stamp completion as owner-only.

Skip the MCP checklist work on full Inertia visits via deferred shared props,
early-exit token scans, and keep account completion stamps owner-gated.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Simplify deferred onboarding progress share via canShowProgress.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Add User firstName for shared auth and simplify onboarding page.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Move User firstName coverage into UserTest.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Use first_name directly without empty-name fallbacks.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Resolve onboarding sample prompt on the frontend via i18n.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Stamp onboarding completion via the account owner after teammate unlocks.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Count only the account owner MCP grant toward onboarding activation.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Fix OAuth consent auth-token mismatch for mid-activation owners.

Skip deferred onboardingProgress on Passport authorize so Inertia does not
rotate the session authToken, cover happy and stale-token paths in tests,
and polish MCP setup copy plus sidebar/onboarding layout.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Keep users on onboarding after activation completes.

Stamp completion and re-render the finished checklist instead of
redirecting to the calendar so owners can review the done state.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Clarify Passport consent-view opt-out and guard app-route deferral.

Rename the authorize-only route check and assert onboardingProgress still
defers on calendar, onboarding, and MCP settings.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Harden onboarding completion and MCP consent workspace binding.

Reject OAuth approve without a workspace, retry auto-complete until
stamped, send dismissed complete straight to calendar, and cover the
device consent defer opt-out.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Enable activation checklist for self-hosted installs.

Remove the self-hosted onboarding redirects, keep the SaaS-only dismiss backfill, and cover subscription-less owners plus skip/complete destinations.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Add GitHub, Hacker News, and directories referral sources.

Expand the welcome referral step with open-source and directory discovery channels.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Refine welcome referral sources and labels.

Split Instagram/Threads, add Founder, and shorten Google, GitHub, AI, and blog option labels.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Sort accounts platforms alphabetically and drop connect hover plus.

Reuse connectableOptions for the accounts index and remove the unused plus badge on disconnected cards.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Centralize PostHog once-capture so disabled installs don't burn dedupe keys.

Move isEnabled + Cache::add into PostHogService::captureOnce and route onboarding viewed/step events through it.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Simplify onboarding backfill to complete every existing open account.

Drop self-hosted and subscription filters; down clears completed_at again.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Drop PostHog captureOnce and use plain capture for onboarding.

Remove cache-based event dedupe; callers rely on PostHogService::capture gating.

Co-authored-by: Cursor <cursoragent@cursor.com>

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-07 20:34:43 -03:00
Paulo Castellano
4d8353d758
MCP: workspace settings, viewer read access, and token access (#241)
* Add workspace MCP settings and token access controls.

Ship MCP settings UI, OAuth revoke/list helpers, Passport deploy wiring,
and workspace.token:mcp gating so assistants can connect without pulling
in welcome/onboarding from the parent epic.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Type MCP client config shapes instead of string checks.

Encode http/config-root on each advanced client and tighten primary
client ids so snippet generation does not branch on magic strings.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Polish MCP settings follow-ups from review.

Translate Ukrainian MCP copy, deep-link ChatGPT into connector
creation, drop an unused asset and revoke arg, and assert PATs are
rejected on the MCP endpoint.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Harden MCP connected clients, revoke scope, and OAuth consent.

List recoverable sessions with live refresh tokens, revoke only PATs,
throttle registration alone, and block viewers from authorizing MCP.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Simplify MCP OAuth route throttling to a single middleware group.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Allow workspace viewers read-only MCP access with web policy writes.

Mirror the web app: MCP connects on view + OAuth mcp:use, write tools
enforce createPost/update/delete/manageAccounts/manageTeam, and demotion
to Viewer keeps grants. Cover role denials, consent, and disconnect.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Harden MCP tool authz with shared workspace helpers.

Route ApiKey tools through AuthorizesMcpTool, fail closed on null user
or policy argument, and resolve the current workspace before mutating.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Drop redundant string casts on validated request data.

Enum::from and validated() fields are already strings, so the casts
add noise without changing behavior.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Show only the current user's MCP connections in settings.

Match API keys privacy: list and disconnect your own OAuth clients,
not teammates' across the account.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Cover LoadWorkspaceFromToken gaps and harden AuthorizesMcpTool tests.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Drop redundant is_string guard before UpdatePostTool find.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Refactor AppSidebar to always show MCP link and simplify route middleware definition in ai.php. The MCP link is now consistently displayed regardless of the current workspace state, and the route middleware syntax has been streamlined.

* Refresh MCP connected clients with Inertia usePoll.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Bump laravel/mcp to 0.9.1 and add the TryPost server icon.

Requires laravel/boost 2.5 for the Icon attribute; expose images/trypost/icon.png on TryPostServer.

Co-authored-by: Cursor <cursoragent@cursor.com>

* Drop no-op ReflectionClass import in TryPostServerTest.

Co-authored-by: Cursor <cursoragent@cursor.com>

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-08-06 09:54:51 -03:00
Paulo Castellano
aacc4390a2 refactor(billing): replace MonthlyCreditsLimit Pennant feature with BillingCycle
Credit allotment is now derived directly from BillingCycle::for($account)->creditAllotment()
instead of a cached Pennant feature, removing the dynamic cache-invalidation footgun
(forgetPlanFeatureCache) that had to be called from every subscription/workspace mutation.
2026-06-22 09:55:03 -03:00
Paulo Castellano
cbf8fb283c feat: per-workspace pricing, onboarding, and billing overhaul
Pricing
- Bill per workspace ($12/mo or $120/yr each); Stripe quantity tracks the
  workspace count and syncs on workspace create/delete.
- 2,500 AI credits per workspace, pooled at the account level; monthly reset
  on the billing anniversary, annual granted upfront (no rollover).
- One social account per network per workspace; remove all count-based limits
  (workspace/social/member) and the legacy plan tiers (single Workspace plan).

Onboarding (cloud only: SELF_HOSTED=false + PostHog)
- Replace the /subscribe plan picker with /onboarding persona selection
  (Creator/Freelancer/Startup/Agency/Small business/Other), saved on the user
  (users.persona) and mirrored to PostHog, then Stripe Checkout on the monthly
  price. 8-day trial so Stripe displays 7.

Billing screen
- Remove the Change Plan dialog (dead with a single plan); add an annual-upgrade
  banner for monthly subscribers (swapToYearly).
- Current-plan card shows the workspace count instead of the plan name.

System AI
- Brand analyzer / workspace autofill is always allowed and never debits credits
  (system feature, not the user's usage).

Self-hosted (SELF_HOSTED=true) bypasses all billing, credit, limit, network,
and onboarding logic.
2026-06-21 20:40:03 -03:00
Paulo Castellano
8e334cd676 Keep past_due subscribers in-app instead of forcing re-subscribe
A past_due subscription made subscribed() return false (Cashier default),
so EnsureAccountReady redirected to /subscribe — which starts a brand-new
checkout and creates a second subscription. Past-due users already have a
subscription; they only need to update their payment method.

Enable Cashier::keepPastDueSubscriptionsActive() so past_due counts as
active and users keep navigating. Surface a past-due notice in the sidebar
footer linking to the Stripe billing portal (not /subscribe). Both trial
modes (subscription trial / generic trial) are unaffected.
2026-06-14 15:46:17 -03:00
Paulo Castellano
3611e882b4 feat(billing): make trial card requirement configurable
Add a trypost config toggle to switch between card-required checkout trials and no-card signup trials, and wire signup, checkout, access gating, UI copy, and tests to both modes.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-21 10:02:38 -03:00
Paulo Castellano
26c738c0ba fix(billing): require card-backed trial again
Revert the no-card signup trial flow so access depends on a Stripe subscription trial started at checkout, preventing app access before a payment method is collected.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-21 09:49:44 -03:00
Paulo Castellano
ccd78e3c8d fix(posthog): harden usage sync after deletes and workspace removal
Use Account::postsCountCacheKey everywhere, avoid findOrFail when syncing
post deletes, dispatch SyncAccountUsage after DeleteWorkspace when enabled,
and add coverage for the new paths.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-19 19:01:53 -03:00
Paulo Castellano
d71df05291 refactor: inline plan_id and trial_ends_at in CreateUser + drop docblock on activeTrialEndsAt 2026-05-14 19:59:50 -03:00
Paulo Castellano
fc90861a96 refactor(account): move trial-end-date logic into Account::activeTrialEndsAt()
Centralizes 'what date should the UI show as trial end?' on the model.
Returns null when not on trial, the subscription's trial date when on
trial-with-card, or the generic trial date for no-card users.
2026-05-14 19:55:28 -03:00
Paulo Castellano
177e7f8681 feat(signup): no-card 7-day trial on Starter plan
New signups land on a 7-day generic trial (Cashier trial_ends_at) without
a Stripe customer or subscription. Account is on Starter plan limits during
the trial. After 7 days, EnsureAccountReady redirects to /subscribe per the
existing flow.

- CreateUser sets account.trial_ends_at and plan_id = Starter
- EnsureAccountReady allows access when subscribed() OR onGenericTrial()
- Account::isOnTrial() includes generic trial check

Existing users unaffected: paying users have a subscription;
never-paid users continue redirecting to /subscribe.
2026-05-14 19:37:46 -03:00
Paulo Castellano
ff23b5084b chore: drop verbose docblocks across PostHog and billing files
Class names and method signatures already explain what these classes
do. Project guideline (CLAUDE.md): comments only when the WHY is
non-obvious — implementation details belong in commits, not noise on
top of every class. Kept the one comment that earns it: the (int)
cast in HasUsage::cachedPostCount, which documents the load-bearing
workaround for Laravel's Redis cache numeric optimisation.
2026-05-07 16:03:12 -03:00
Paulo Castellano
f72a97f676 refactor: explicit Pennant cache reset on plan_id change
Replaces the implicit Account::booted() observer with an explicit
Account::forgetPlanFeatureCache() method called from each plan_id
mutation site (StripeEventListener x3, BillingController x2). Self-hosted
installs naturally never reach any of these callsites — Stripe webhooks
do not fire and the billing controllers redirect to /calendar before any
plan mutation happens — so the Pennant flush is now guaranteed to be a
cloud-only operation.

Adds integration coverage proving the full chain webhook -> plan_id
update -> Pennant flush -> next Feature::value resolves against the new
plan limit.
2026-05-07 10:59:48 -03:00
Paulo Castellano
3e642ef520 refactor: redesign billing settings + upgrade dialog with indies aesthetic
- Billing settings page restructured around the design system: dropped
  the 280px-label / 1fr-content split for stacked HeadingSmall sections;
  current plan rendered as a hero card with display-font name, price,
  amber sticker tile, and an inline primary "Change plan" CTA; payment
  method consolidated into a single sticker row with a violet card-icon
  tile and the manage CTA on the same line; empty payment-method state
  handled. Invoices keep the sticker-row treatment.
- Upgrade dialog mirrors Subscribe.vue end-to-end: planTones backgrounds
  per slug,  POPULAR / CURRENT badges absolute-positioned, ink-bordered
  rounded-full CTA pill, sticker check icons, "Everything in {plan}"
  copy, IconInfoCircle tooltip on credits, yearly/monthly toggle pill
  with rotating amber save-months badge. While a request is in flight
  every plan button is disabled and the active one shows IconLoader2
  spinner.
- Account model gains `displayablePaymentMethod()` returning the
  card array used by the UI. Resolves the customer-level default first,
  falls back to the first attached payment method (Stripe Checkout trials
  anchor the card to the subscription rather than the customer, so the
  customer-level lookup returns null even when a card exists).
- i18n: added `billing.subscription.expires_on` and `no_payment_method`
  in en/pt-BR/es.
2026-05-06 17:00:25 -03:00
Paulo Castellano
afc47e9532 feat: transition AI usage from feature-based limits to a centralized monthly credit system with token tracking. 2026-05-03 19:36:26 -03:00
Paulo Castellano
488d4a41e5 feat: implement feature gating with persistent usage tracking and a reactive upgrade dialog for plan management. 2026-05-03 16:52:28 -03:00
Paulo Castellano
ded1c998ec feat: redesign billing, onboarding, sidebar, and settings architecture
- Sidebar reorganized: Workspace group (connections, hashtags, labels,
  API keys, settings) and Account group (settings, usage, billing)
- Account group only visible to owner and hidden in self-hosted mode
- Onboarding simplified: role -> account (connect socials) -> completed
  -> redirect to /subscribe. Removed Subscription setup step.
- Subscribe page redesigned with 4 plan cards, monthly/yearly toggle,
  trial info, and per-plan features list
- Billing page redesigned following Sendkit layout (sections with
  sidebar labels)
- Processing page uses usePoll with immediate watch for subscription
  activation
- Cancel URL redirects directly to /subscribe
- Account settings page with name and billing_email (syncs with Stripe)
- Usage page with ring meters for all plan limits
- Settings layout tabs only for user pages (profile, password,
  notifications). Workspace/API keys/billing are standalone pages.
- GoogleAuthButton extracted as reusable component
- WorkspaceRole TypeScript enum for type-safe role checks in frontend
- Trial period changed to 7 days
- Fixed onboarding loop when user confirms email
- All 1101 tests passing
2026-04-15 00:33:38 -03:00
Paulo Castellano
2da15df96c feat: introduce Account entity as billing owner and refactor architecture
- Create Account model as Cashier Billable entity (stripe, plan, subscription)
- Account owns workspaces and has an owner_id (User)
- User belongs to one Account via account_id
- Workspace belongs to Account via account_id, no longer has billing fields
- Remove Brand model entirely (workspaces serve as grouping)
- Rename brand_limit to workspace_limit in plans
- Workspace roles simplified: admin/member/viewer (owner via Account)
- Invites now belong to Account with workspaces JSON array
- Pennant features scope changed from Workspace to Account
- EnsureSubscribed middleware checks Account subscription
- All controllers updated: BillingController, OnboardingController,
  WorkspaceInviteController, SocialController, StripeEventListener
- Frontend: extract GoogleAuthButton component, create WorkspaceRole
  enum for type-safe role checks, fix all views for new architecture
- All 1101 tests passing
2026-04-14 22:22:04 -03:00