# Deployment Summary - December 27, 2025

## Completed Features

### ✅ 1. Upgrade Prompts
**Status:** Deployed and Active

**Implementation:**
- Upgrade modal component created (`assets/js/upgrade-modal.js`, `assets/css/upgrade-modal.css`)
- Integrated into `lead-new.php` - Shows when FREE users hit 10 lead limit
- Integrated into `admin-user-new.php` - Shows when FREE users hit 1 user limit
- API endpoint (`php/api/leads.php`) returns upgrade prompt data

**User Experience:**
- Modal automatically appears when limit reached
- Shows current usage vs. limit
- Displays plan benefits
- One-click upgrade button

### ✅ 2. Credit Card Collection
**Status:** Deployed and Active

**Implementation:**
- Stripe Elements integrated in `signup.php`
- Secure card collection for Professional plan signups
- Real-time card validation
- Payment method saved to Stripe customer
- Trial tracking fields set in database

**Flow:**
1. User selects Professional plan
2. Card input appears (Stripe Elements)
3. Card validated in real-time
4. Payment method created and attached
5. Subscription created with 7-day trial
6. Trial dates tracked in database

### ✅ 3. Auto-Billing Logic
**Status:** Deployed - Cron Job Installed

**Implementation:**
- Auto-billing script created (`scripts/auto-billing.php`)
- Cron job installed (runs daily at 2 AM UTC)
- Trial tracking fields added to database schema
- Payment processing after trial ends

**Process:**
1. Daily cron job checks for expired trials
2. Verifies Stripe subscription status
3. Processes payments automatically
4. Updates subscription status
5. Handles payment failures (downgrades to FREE)

## Database Migration Required

**File:** `php/database/add_trial_tracking.sql`

**Columns to Add:**
- `trial_started_at` DATETIME NULL
- `trial_ends_at` DATETIME NULL
- `trial_active` BOOLEAN DEFAULT FALSE
- `payment_method_id` VARCHAR(255) NULL
- `auto_billing_enabled` BOOLEAN DEFAULT TRUE

**Note:** Migration needs to be run manually on RDS database. The EC2 instance cannot connect directly to RDS MySQL socket.

**To Run Migration:**
```bash
# From local machine or database client
mysql -h arvelobuilt-crm-db.clwovqzlrvnn.us-east-1.rds.amazonaws.com \
      -u arvelocrm \
      -p \
      arvelocrm < php/database/add_trial_tracking.sql
```

## Files Deployed

### New Files:
- `assets/js/upgrade-modal.js`
- `assets/css/upgrade-modal.css`
- `includes/upgrade-prompt.php`
- `scripts/auto-billing.php`
- `scripts/setup-cron.sh`
- `php/database/add_trial_tracking.sql`
- `docs/SUBSCRIPTION_FEATURES.md`

### Modified Files:
- `lead-new.php` - Added upgrade prompt check
- `admin-user-new.php` - Added user limit check
- `signup.php` - Enhanced Stripe integration, trial tracking
- `php/includes/classes/StripeService.php` - Enhanced subscription creation
- `php/api/leads.php` - Added upgrade prompt data

## Cron Job Status

**Installed:** ✅ Yes
**Schedule:** Daily at 2 AM UTC
**Command:** `/usr/bin/php /var/www/html/scripts/auto-billing.php >> /var/log/arvelobuilt/auto-billing.log 2>&1`
**Log Location:** `/var/log/arvelobuilt/auto-billing.log`

## Next Steps

1. **Run Database Migration** - Execute `add_trial_tracking.sql` on RDS database
2. **Configure Stripe Keys** - Ensure environment variables are set:
   - `STRIPE_PUBLISHABLE_KEY`
   - `STRIPE_SECRET_KEY`
   - `STRIPE_WEBHOOK_SECRET`
3. **Set Up Stripe Webhooks** - Configure webhook endpoint
4. **Test Trial Flow** - Create test Professional account
5. **Monitor Auto-Billing** - Check logs after first trial period

## Testing

**Upgrade Prompts:**
- [ ] Create 10 leads as FREE user → Modal should appear
- [ ] Try to add 2nd user as FREE user → Modal should appear
- [ ] Click "Upgrade" button → Should redirect to signup page

**Credit Card Collection:**
- [ ] Sign up for Professional plan
- [ ] Enter credit card details
- [ ] Verify card validation works
- [ ] Verify subscription created with 7-day trial
- [ ] Verify trial tracking fields set in database

**Auto-Billing:**
- [ ] Wait 7 days or manually trigger script
- [ ] Verify payment processed
- [ ] Verify subscription status updated
- [ ] Check audit logs for billing events

---

**Deployment Status:** ✅ Complete (pending database migration)