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Show plan terms before creating approved checkout - #41

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daveosterjr merged 2 commits into
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codex/agent-onboarding
Oct 21, 2026
Merged

daveosterjr merged 2 commits into
stagingfrom
codex/agent-onboarding

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@daveosterjr

@daveosterjr daveosterjr commented Oct 21, 2026 •

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Free customers can discover their workspace plans and use the API before paying. dm checkout now previews the exact recurring terms by default and creates a Stripe checkout link only with --yes. Signup with --login saves the new credential and omits it from human and JSON output. Help, the Playbook and the agent plugin explain free counts/estimates, live allowances, customer approval and pending payment.

Validation: full check passes (101 tests and public artifact guard); both package names install and run in a clean consumer; behavioral tests prove preview makes no checkout request and approval preserves pending-payment information. The plugin instructions pass all nine onboarding model scenarios.

This PR delivers source to the existing staging branch. It does not publish npm packages or change release gates.

Source-Issue: https://factory.dealmachine.com/work/WORK-4417
Coordinated record: https://github.com/DealMachine/dealmachine-factory/blob/2664486b0fd85678716004810e1fb8fba93a856e/changes/agent-onboarding.json

Staging only. API PR https://github.com/DealMachine/dealmachine-api/pull/135 deploys first. Author code/security review completed locally; existing tenant permissions, private gates and payment activation remain authoritative.

@daveosterjr
daveosterjr merged commit b062aa1 into staging Oct 21, 2026
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@daveosterjr
daveosterjr deleted the codex/agent-onboarding branch October 21, 2026 03:35
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