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Plan catalog audience

Canonical identity, billed price identity, entitlements, allocations, and migration ownership are in backend/config/plan_catalog.json and .github/agent-docs/plan-source-of-truth.md. This page owns only storefront audience behavior. Do not add plan values or Stripe IDs here.

Locked purchase-catalog rules. Tests in backend/tests/unit/test_subscription_restructure.py and app/test/utils/plan_pricing_test.dart enforce them. Do not re-widen a filter because a paid user "might want to resubscribe" or because the phone sheet looks empty.

Storefronts

Surface Sells Does not sell
Mobile (ios / android) Plus + Unlimited (unlimited_v2) Operator, Architect, Neo
Desktop (macos / windows) Operator + Architect Plus, Unlimited, Neo
Web Plus + Unlimited + Operator + Architect Neo

Neo (PlanType.unlimited) is the deprecated pre-Plus Unlimited. It is never a new-user SKU on any real client platform.

Three audience rules

  1. Neo is current-Neo only. Show Neo iff current_plan == unlimited (active or cancel-at-period-end). Do not key it off "has ever paid" / Stripe customer id. That leak put Neo on Architect and Plus sheets, where Plus looked strictly cheaper because Neo's simplified mobile card omits unlimited transcription. Fully churned ex-Neo users are basic and get Plus + Unlimited, the replacement catalog. Do not bring Neo back for them.

  2. Desktop plans are manage-only on mobile. An Operator or Architect subscriber opening iOS/Android sees only their current plan (Active, cancel, portal). They cannot Continue onto Plus / Unlimited / Neo. Immediate Stripe proration would strip desktop entitlement. Operator ↔ Architect stays allowed on desktop and web. The upgrade API (desktop_to_consumer_plan_change_error) is the same boundary: confirmation in the app is not an exception.

  3. Annual Continue is for a real change. Hide Continue when the user is already on the selected tier's annual price. Show it when they pick a different tier (e.g. annual Plus → Unlimited) or a monthly→annual switch on the same tier. Do not restore the old !isOnAnnualPlan hide — that blocked Plus→Unlimited for annual subscribers.

Where the code lives

  • Catalog filter: backend/utils/subscription.py → filter_plans_for_user
  • Upgrade guard: backend/utils/subscription.py → desktop_to_consumer_plan_change_error
  • Continue button: app/lib/utils/plan_pricing.dart → shouldShowPlanContinueButton