docs: plan versioning — managing company plans (Batch 2, SCHX-531)#348
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ryanechternacht merged 3 commits intoJun 11, 2026
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- Add version migration as a source of company plan changes - Document that migrations follow the same rules (entitlements/price updated, usage + overrides preserved) and that un-migrated companies are grandfathered - Note that Manage Plan is version-aware (shows the plan version, assigns the latest published version) and link to version migrations for older versions Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Replace the stale (2025-02-12) centered Manage Plan modal with the current
right-side slide-over, which shows the plan version selector ("Pro v26
(latest)") now that plans are versioned. Matches the version-aware copy
already added to this page.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Jun 25, 2026
* docs: plan versioning — core model (Batch 1, SCHX-530) (#347) * docs: update core plan versioning model for launch (SCHX-530) Rewrite the canonical plan versioning docs to match the shipped UI: - Use the in-app version statuses (Draft / Published / Archived) and the version selector on the plan page - Fix the dangling "More details can be found in" sentence in plans.mdx - Describe the banner-based Publish flow and the Review changes step - Replace the old 2-option subscriber migration with the shipped 3-option flow (Migrate all / Choose which companies / Keep all, incl. grandfathering) - Document the Migrations tab and standalone migrations - Refresh catalog-plan-versions-migration-1.png to the current 3-option screen Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * small edits to de-aify the writing --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * docs: plan versioning — managing company plans (Batch 2, SCHX-531) (#348) * docs: reconcile Managing Company Plans with plan versioning (SCHX-531) - Add version migration as a source of company plan changes - Document that migrations follow the same rules (entitlements/price updated, usage + overrides preserved) and that un-migrated companies are grandfathered - Note that Manage Plan is version-aware (shows the plan version, assigns the latest published version) and link to version migrations for older versions Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * docs: refresh Manage Plan screenshot with version-aware selector Replace the stale (2025-02-12) centered Manage Plan modal with the current right-side slide-over, which shows the plan version selector ("Pro v26 (latest)") now that plans are versioned. Matches the version-aware copy already added to this page. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix an ai blunder --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * docs: plan versioning — catalog config, trials, add-ons (Batch 3, SCHX-533) (#349) * docs: plan versioning for catalog config, trials, and add-ons (SCHX-533) - configure-catalog: note Live Plans (and the Initial/Fallback/Trial Expiry plans) surface each plan's latest published version; new checkouts use it while existing companies stay on their version until migrated - trials: editing a plan creates a new version, so changed trial config applies to companies that start on (or are migrated to) the new version - add-ons: document that add ons are versioned independently of base plans (draft -> publish -> migrate), confirmed by per-add-on version pills in-app Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * small updates --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * docs: note draft/publish step in credit burndown setup guide (SCHX-534) (#350) The credit burndown guide builds a brand-new plan but never mentioned that it starts as an unpublished draft (v1) and must be published before customers can use it. Add a publish note before the catalog step. guides-first-plans already reflects the draft -> save -> publish flow, so no change needed there. Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * docs: plan versioning — developer/API reference (Batch 6, SCHX-536) (#351) * docs: document plan versioning in developer/API reference (SCHX-536) Grounded in schematic.yaml: - plan.mdx: add a "Plan versions" section — PlanVersion has `version` (int) and `status` (published/draft/archived); detailed plan responses expose `active_version` and `draft_version`. (Fields are snake_case, and live on the detail response, not the base PlanResponseData.) - concepts.mdx: note a company is on a specific plan version; plans/add ons are versioned (draft -> published -> archived) with migration on publish - company.mdx: clarify a company is assigned a specific plan version Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * i don't like these changes, but we need to updates these api docs more holistically --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * docs: explain version-specific Stripe prices under plan versioning (SCHX-537) (#352) - stripe-overview + stripe-integration-guide: the base Stripe product is shared across a plan's versions, but prices are version-specific. Publishing a new version with a pricing change creates new Stripe prices and leaves existing ones intact, so companies on older versions keep their pricing until migrated; archiving a version deactivates its prices. Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * docs: refresh feature management + full quickstart for single-panel flow (Batch 5, SCHX-535) (#353) * docs: update feature setup copy for single-panel create flow (SCHX-535) The Create/Edit feature UI is now a single scrolling side panel (name, description, type, flag key, and event in one form with a single "Create feature" button), replacing the old multi-step "Continue" modal. Rewrite the "Setting up Features" steps in features.mdx to match and consolidate the create-flow images from three to two. Tweak the tracking-usage Event step to reference the Event section in the edit panel. Screenshot refreshes for this batch (feature homepage, policy, flag tab, usage tab, create flow, entitlement editor) follow in a separate commit. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * Refresh feature-management screenshots for current UI Recapture the 9 feature-management and quickstart feature screenshots from the live app to match the current single-panel feature create/edit flow and version-aware UI. Pairs with the copy rewrite in 69d7be0. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * remove unused items * Update quickstart guide copy for current UI; remove orphaned images Rewrite the quickstart feature flows to match the single-panel feature create/edit UI (was a multi-step "Continue" modal) and the current left-hand navigation and Monetization Settings entitlement editor: - entitling-a-feature: single-panel boolean create + click-a-plan entitle - tracking-usage: single-panel event create (flag + event) + numerical usage entitlement via the Monetization Settings panel - account-setup: Settings is the gear at the bottom of the left nav, not a top-right gear icon - create-a-component: match the "Define component" dialog (name, then Choose template) and "Create Component" button label - setup-sdk: fix "Add Pns" typo and drop the stray bare list item Delete 5 orphaned quickstart screenshots no longer referenced by any page (components-builder, plan-audience, plan-creation, plan-mapping, stripe-import). Screenshot refreshes for the referenced quickstart images follow in a separate commit. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * Refresh quickstart screenshots to match current app and account Recapture all 13 referenced quickstart images from the live DashAI/Production account: boolean feature create + entitlement (single-panel flow, Monetization Settings), event feature create + entitlement, API keys list, both component-builder steps, the pricing table preview, and the company last-seen header. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * Align entitlement copy with the refreshed screenshots The entitlement screenshots illustrate the Entitlements tab and Monetization Settings panel using existing features (Video Generation, AI Conversations) on real plans, so reword the steps to describe what the images actually show and drop the stale "Demo Plan" reference. Also make the usage allowance generic instead of hardcoding 25, which no longer matched the example. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Part of the plan versioning docs overhaul (parent: SCHX-529). Batch 2 of 8.
What changed —
catalog/management.mdxScreenshots (follow-up commit)
The existing
management-manage-plan.pngis stale (old centered modal + old top-nav; no version pill). I've captured the current version-aware Manage plan slide-over and will push it as a follow-up commit to this branch.The other
management-*images (non-Stripe Manage Plan, plan-audience, Stripe-mapping) are aged from the general UI refresh (not versioning-specific). I'll refresh those in the broader screenshot pass — flagging here so they're not forgotten.🤖 Generated with Claude Code