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Simplify owner dashboard lead workflow #88

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Simplify owner dashboard lead workflow #88

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7104030
Simplify owner setup surfaces
DevCalebR Jun 16, 2026
ac63663
Refactor owner dashboard lead workflow
DevCalebR Jun 16, 2026
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16 changes: 8 additions & 8 deletions app/app/billing/page.tsx
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Original file line number Diff line number Diff line change
Expand Up @@ -7,7 +7,6 @@ import { Card, CardContent, CardDescription, CardFooter, CardHeader, CardTitle }
import { requireBusiness } from '@/lib/auth';
import { getBillingUsageSnapshotForBusiness } from '@/lib/business-access';
import { db } from '@/lib/db';
import { getManagedTextingNumber } from '@/lib/managed-twilio';
import { getPortfolioDemoBlockedCount, isPortfolioDemoMode } from '@/lib/portfolio-demo';
import { getBusinessBillingAccessState } from '@/lib/subscription';
import { getBillingDisplayLabel } from '@/lib/system-status';
Expand Down Expand Up @@ -165,15 +164,16 @@ export default async function BillingPage({ searchParams }: { searchParams?: Rec
const currentPlanLabel = mapPlanLabel(stripeSnapshot?.stripePlanLabel, business.stripePriceId, process.env);
const billingStatusLabel = getBillingDisplayLabel(business.subscriptionStatus, billingAccess.billingActive);
const billingNeedsAttention = business.subscriptionStatus === 'PAST_DUE' || business.subscriptionStatus === 'CANCELED' || !subscriptionActive;
const hasBusinessTextingNumber = Boolean(business.twilioPrimaryPhoneNumber || business.twilioPhoneNumber);

const summaryItems = [
{ label: 'Current plan', value: currentPlanLabel },
{ label: 'Next charge date', value: stripeSnapshot ? formatDate(stripeSnapshot.nextChargeDate) : 'Shown in Stripe Billing Portal' },
{ label: 'Included usage', value: usage ? `${usage.limit} SMS-qualified conversations / month` : `Unavailable in ${demoModeLabel}` },
{ label: 'Included number', value: getManagedTextingNumber(business) ? 'One business texting number is included' : 'Provisioned during setup' },
{ label: 'Overage policy', value: 'One business texting number and standard setup are included. Automation pauses at the limit until you upgrade.' },
{ label: 'Included number', value: hasBusinessTextingNumber ? 'One business texting number is included' : 'Included once setup is finished' },
{ label: 'Overage policy', value: 'One business texting number and standard setup are included. Automatic follow-up pauses at the limit until you upgrade.' },
{ label: 'Payment method', value: stripeSnapshot?.paymentMethodLabel || 'Add or update card in Stripe Billing Portal' },
{ label: 'Billing portal', value: business.stripeCustomerId ? 'Available below' : 'Available after customer setup' },
{ label: 'Billing portal', value: business.stripeCustomerId ? 'Available below' : 'Available after your account is ready' },
];

const usageCards = [
Expand Down Expand Up @@ -323,11 +323,11 @@ export default async function BillingPage({ searchParams }: { searchParams?: Rec
<Card className={requestedPlan === 'starter' ? 'border-primary/40 bg-primary/5' : 'bg-card/90'}>
<CardHeader>
<CardTitle>Starter</CardTitle>
<CardDescription>Cover missed calls with one managed texting number, standard setup, and a clean owner handoff.</CardDescription>
<CardDescription>Cover missed calls with one business texting number, standard setup, and a clean owner handoff.</CardDescription>
</CardHeader>
<CardContent className="space-y-2 text-sm text-muted-foreground">
<p>{planPrice(starterPriceId)}</p>
<p>Best for smaller service teams that want missed-call coverage live fast without managing line setup.</p>
<p>Best for smaller service teams that want missed-call coverage live fast without managing phone setup.</p>
</CardContent>
<CardFooter>
<form action="/api/stripe/checkout" method="post" className="w-full">
Expand All @@ -342,7 +342,7 @@ export default async function BillingPage({ searchParams }: { searchParams?: Rec
<Card className={requestedPlan === 'growth' ? 'border-primary/40 bg-primary/5' : 'bg-card/90'}>
<CardHeader>
<CardTitle>Growth</CardTitle>
<CardDescription>More follow-up capacity plus managed rollout help for teams with busier inbound traffic.</CardDescription>
<CardDescription>More follow-up capacity plus guided rollout help for teams with busier inbound traffic.</CardDescription>
</CardHeader>
<CardContent className="space-y-2 text-sm text-muted-foreground">
<p>{planPrice(growthPriceId)}</p>
Expand All @@ -364,7 +364,7 @@ export default async function BillingPage({ searchParams }: { searchParams?: Rec
<CardDescription>For operators managing multiple brands, multiple locations, extra numbers, or white-glove launches.</CardDescription>
</CardHeader>
<CardContent className="space-y-2 text-sm text-muted-foreground">
<p>Talk to us before activation so routing, billing, and onboarding structure match the operating model.</p>
<p>Talk to us before going live so routing, billing, and onboarding structure match the operating model.</p>
</CardContent>
<CardFooter className="flex flex-col gap-2">
<Link className={buttonVariants({ className: 'w-full' })} href="/contact">
Expand Down
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