Includes all work from phases 6-9+ and frontend polish rounds 1 & 2: - Login history with device trust, new device notifications, session management - Churn prevention: cancellation surveys, winback campaigns with email sequences - Financial reports: revenue, P&L, tax, aging, refund, subscription reports with PDF/CSV/JSON export - Configurable checkout: plan config groups/options, build-your-own VPS - Frontend polish: fix broken legal links, add SEO meta tags, favicon, font display=swap, Head titles on all 14 marketing pages, mobile responsive fixes, AuthLayout legal footer, remove false 24/7 claims, hide empty stats, correct uptime SLA to 99.9%, GameServers notify buttons linked to /contact, 301 redirects for /terms and /privacy - WHMCS migration scripts - Update legal page effective dates to March 16, 2026 Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
519 lines
20 KiB
Markdown
519 lines
20 KiB
Markdown
# Configurable Options & Build Your Own System
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**Date:** 2026-03-16
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**Status:** Approved
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**Author:** Claude + Andrew
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## Overview
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Add a configurable options system that serves two purposes:
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1. **Preset plan add-ons** — Customers customize orders with dropdowns, radios, quantities (RAM tiers, drive bays, management level)
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2. **Build Your Own** — Customers build custom specs from scratch using sliders with per-unit pricing
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Both use the same database schema. Build Your Own is a special mode of configurable option groups where options are slider-type with per-unit pricing.
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## Service Type Support
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| Service Type | Preset Config Options | Build Your Own | Hourly Billing |
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|-------------|----------------------|---------------|---------------|
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| VPS | Yes (IPv4, Windows, Management, Block Storage) | Yes (CPU/RAM/Disk sliders) | Yes (with monthly cap) |
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| Dedicated | Yes (RAM, Drive Bays, NVMe, Network, RAID, Management) | No | No |
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| Hosting | No | No | No |
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| MySQL | Yes (Region) | Yes (Storage/Connections sliders) | Yes (with monthly cap) |
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| Game | No (existing plans) | Yes (RAM/Disk/Slots sliders) | Yes (with monthly cap) |
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| Backups | Yes (qty-based: VMs, Agents, Storage) | No | No |
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## Database Schema
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### plan_config_groups
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Stores groups of related configurable options. Groups can be preset (attached to specific plans) or build-your-own (attached to a service type).
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```sql
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plan_config_groups
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id bigint unsigned PK auto_increment
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name varchar(255) NOT NULL
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description text NULL
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mode varchar(20) NOT NULL DEFAULT 'preset' -- 'preset' | 'build_your_own'
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service_type varchar(50) NULL -- only for BYO groups
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is_active bool NOT NULL DEFAULT true -- enables soft-disabling without deletion
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sort_order int NOT NULL DEFAULT 0
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created_at timestamp NULL
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updated_at timestamp NULL
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deleted_at timestamp NULL -- SoftDeletes for archiving
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```
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### plan_config_group_plan (pivot)
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Many-to-many pivot between config groups and plans. Only used for preset groups.
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```sql
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plan_config_group_plan
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plan_config_group_id bigint unsigned FK CASCADE
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plan_id bigint unsigned FK CASCADE
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UNIQUE(plan_config_group_id, plan_id)
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```
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### plan_config_options
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Individual configurable options within a group.
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```sql
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plan_config_options
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id bigint unsigned PK auto_increment
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group_id bigint unsigned FK CASCADE
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name varchar(255) NOT NULL
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description text NULL
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type varchar(50) NOT NULL -- dropdown, radio, quantity, checkbox, text, slider
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provisioning_key varchar(100) NULL -- machine-readable key: cpu_cores, ram_gb, disk_gb, etc.
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required bool NOT NULL DEFAULT false
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is_active bool NOT NULL DEFAULT true -- enables soft-disabling individual options
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min_qty int NULL -- for quantity/slider types
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max_qty int NULL -- for quantity/slider types
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step int NULL DEFAULT 1 -- slider step increment
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unit_label varchar(50) NULL -- "cores", "GB", "slots", "addresses"
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hourly_price decimal(10,4) NULL -- per-unit hourly price (slider/qty)
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monthly_price decimal(10,2) NULL -- per-unit monthly price (slider/qty)
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quarterly_price decimal(10,2) NULL
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semi_annual_price decimal(10,2) NULL
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annual_price decimal(10,2) NULL
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sort_order int NOT NULL DEFAULT 0
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created_at timestamp NULL
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updated_at timestamp NULL
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```
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**Type behavior:**
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- `dropdown` — VSelect, single choice from values list
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- `radio` — VRadioGroup, single choice from values list
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- `quantity` — VTextField (number), uses per-unit pricing from option row
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- `checkbox` — VCheckbox, on/off, price from single value row
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- `text` — VTextField, no pricing (e.g., hostname)
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- `slider` — VSlider, uses per-unit pricing from option row, respects min/max/step
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### plan_config_values
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Discrete choices for dropdown/radio/checkbox options. Not used for slider/quantity/text types (those use the per-unit price on the option itself).
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```sql
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plan_config_values
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id bigint unsigned PK auto_increment
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option_id bigint unsigned FK CASCADE
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label varchar(255) NOT NULL
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value varchar(255) NULL -- internal/raw value
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hourly_price decimal(10,4) NOT NULL DEFAULT 0
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monthly_price decimal(10,2) NOT NULL DEFAULT 0
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quarterly_price decimal(10,2) NOT NULL DEFAULT 0
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semi_annual_price decimal(10,2) NOT NULL DEFAULT 0
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annual_price decimal(10,2) NOT NULL DEFAULT 0
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is_default bool NOT NULL DEFAULT false
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sort_order int NOT NULL DEFAULT 0
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created_at timestamp NULL
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updated_at timestamp NULL
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```
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### subscription_config_selections
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What the customer selected, with prices locked at time of purchase.
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```sql
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subscription_config_selections
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id bigint unsigned PK auto_increment
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subscription_id bigint unsigned FK CASCADE
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option_id bigint unsigned FK RESTRICT -- RESTRICT: cannot delete option with existing selections
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value_id bigint unsigned FK SET NULL NULL -- SET NULL: if value deleted, selection preserved
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quantity int NULL -- for quantity/slider
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text_value varchar(500) NULL -- for text type
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locked_price decimal(10,4) NOT NULL -- total price for this selection (4 decimals for hourly precision)
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locked_hourly_price decimal(10,4) NULL
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billing_cycle varchar(50) NOT NULL
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is_custom_build bool NOT NULL DEFAULT false
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created_at timestamp NULL
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updated_at timestamp NULL
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UNIQUE(subscription_id, option_id)
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```
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### New plans (base $0, internal status for BYO checkout)
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BYO custom plans use `status: 'internal'` — a new status value that:
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- Is treated as available for checkout (bypasses `isAvailable()` check)
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- Is excluded from public plan listings (pricing page, marketing pages)
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- Is distinct from 'hidden' (which is for grandfathered legacy plans)
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The `Plan::isAvailable()` method is updated: `return in_array($this->status, ['active', 'internal']);`
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- `vps-custom` (service_type: vps, status: internal)
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- `mysql-custom` (service_type: mysql, status: internal)
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- `game-custom` (service_type: game, status: internal)
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## Stripe Billing Strategy
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### Preset Plans with Config Options
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Base plan has a pre-existing Stripe price. Config add-on total is computed at checkout and a **single dynamic Stripe price** is created via `Stripe\Price::create()` for the total amount (base + add-ons). This ensures the Stripe invoice reflects the actual amount charged.
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```php
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$totalMonthly = $plan->priceForCycle($cycle) + $configTotal;
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$stripePrice = \Stripe\Price::create([
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'unit_amount' => (int) ($totalMonthly * 100),
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'currency' => 'usd',
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'recurring' => ['interval' => $stripeInterval],
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'product' => $plan->stripe_product_id,
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]);
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```
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### Build Your Own
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Same approach — total computed from slider values, single dynamic Stripe price created. The `{type}-custom` plan has a Stripe product but no pre-set price.
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### Price Changes / Upgrades (Future)
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When a customer upgrades config options on an existing subscription, a new Stripe price is created and the subscription is swapped to it. Deferred to v2.
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## Coupon Application
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Coupons apply to the **total computed price** (base plan + all config selections), not just the base price. For BYO where base is $0, the coupon applies to the config total. The coupon discount is applied before creating the Stripe price:
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```php
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$totalBeforeCoupon = $basePlanPrice + $configTotal;
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$discount = $coupon->calculateDiscount($totalBeforeCoupon);
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$finalPrice = $totalBeforeCoupon - $discount;
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```
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## Models
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### PlanConfigGroup
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- `use SoftDeletes`
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- `hasMany(PlanConfigOption::class, 'group_id')`
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- `belongsToMany(Plan::class, 'plan_config_group_plan')`
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- Scopes: `preset()`, `buildYourOwn()`, `forServiceType($type)`, `active()`
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### PlanConfigOption
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- `belongsTo(PlanConfigGroup::class, 'group_id')`
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- `hasMany(PlanConfigValue::class, 'option_id')`
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- Scope: `active()`
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- Methods: `isSlider()`, `isQuantity()`, `isDropdown()`, `isRadio()`, `isCheckbox()`, `isText()`
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- Method: `calculatePrice(int $quantity, string $cycle): float`
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- Method: `getHourlyPrice(int $quantity): float`
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### PlanConfigValue
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- `belongsTo(PlanConfigOption::class, 'option_id')`
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- Method: `getPriceForCycle(string $cycle): float`
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### SubscriptionConfigSelection
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- `belongsTo(Subscription::class)`
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- `belongsTo(PlanConfigOption::class, 'option_id')`
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- `belongsTo(PlanConfigValue::class, 'value_id')`
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### Plan (updated)
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- Add: `configGroups(): BelongsToMany`
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- Update: `isAvailable()` returns true for `'active'` and `'internal'` status
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- Update: `scopePublic()` scope excludes `'internal'` and `'hidden'` plans from public listings
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### Subscription (updated)
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- Add: `configSelections(): HasMany`
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- Add: `totalConfigPrice(string $cycle): float`
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- Add: `totalHourlyPrice(): float`
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### TypeScript Interfaces (types/index.ts)
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```typescript
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export interface PlanConfigGroup {
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id: number
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name: string
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description: string | null
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mode: 'preset' | 'build_your_own'
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service_type: string | null
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is_active: boolean
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sort_order: number
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options: PlanConfigOption[]
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plans?: Plan[]
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}
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export interface PlanConfigOption {
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id: number
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group_id: number
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name: string
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description: string | null
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type: 'dropdown' | 'radio' | 'quantity' | 'checkbox' | 'text' | 'slider'
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provisioning_key: string | null
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required: boolean
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is_active: boolean
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min_qty: number | null
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max_qty: number | null
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step: number | null
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unit_label: string | null
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hourly_price: number | null
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monthly_price: number | null
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quarterly_price: number | null
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semi_annual_price: number | null
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annual_price: number | null
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sort_order: number
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values: PlanConfigValue[]
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}
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export interface PlanConfigValue {
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id: number
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option_id: number
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label: string
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value: string | null
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hourly_price: number
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monthly_price: number
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quarterly_price: number
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semi_annual_price: number
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annual_price: number
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is_default: boolean
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sort_order: number
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}
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export interface SubscriptionConfigSelection {
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id: number
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subscription_id: number
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option_id: number
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value_id: number | null
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quantity: number | null
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text_value: string | null
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locked_price: number
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locked_hourly_price: number | null
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billing_cycle: string
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is_custom_build: boolean
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option?: PlanConfigOption
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value?: PlanConfigValue
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}
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```
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## Admin UI
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### Pages
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- `Admin/ConfigGroups/Index.vue` — List all groups with VDataTable, filter tabs (All/Preset/BYO)
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- `Admin/ConfigGroups/Create.vue` — Create form with inline options + values builder
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- `Admin/ConfigGroups/Edit.vue` — Edit form, same structure as create
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### Admin Controller: ConfigGroupController
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- `index()` — paginated list with option/plan counts
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- `create()` — form with available plans
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- `store(StoreConfigGroupRequest)` — create group + options + values in transaction
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- `edit(PlanConfigGroup)` — form pre-populated
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- `update(UpdateConfigGroupRequest, PlanConfigGroup)` — sync options/values
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- `destroy(PlanConfigGroup)` — delete (soft-block if selections exist)
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### Form Request: StoreConfigGroupRequest
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Validates nested structure:
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- name, description, mode, service_type
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- options[].name, options[].type, options[].required, options[].min_qty, options[].max_qty, options[].step
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- options[].values[].label, options[].values[].monthly_price, etc.
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### Admin Navigation
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Under Infrastructure: `{ title: 'Config Options', to: '/config-groups', icon: 'tabler-adjustments' }`
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### Admin Routes
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```
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GET /config-groups → ConfigGroupController@index
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GET /config-groups/create → ConfigGroupController@create
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POST /config-groups → ConfigGroupController@store
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GET /config-groups/{id}/edit → ConfigGroupController@edit
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PUT /config-groups/{id} → ConfigGroupController@update
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DELETE /config-groups/{id} → ConfigGroupController@destroy
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```
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## Checkout Flow
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### Path 1: Preset Plan (enhanced existing flow)
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```
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Pricing Page → Pick Plan → /checkout/{plan_id}?cycle=monthly
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```
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`Checkout/Show.vue` enhanced:
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- After billing cycle selection, loads configurable option groups for the plan
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- Renders options by type (VSelect, VRadioGroup, VSlider, VCheckbox, VTextField)
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- Price summary updates live: base + config selections
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- Existing VPS provisioning config (OS, SSH key) remains separate
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### Path 2: Build Your Own (new)
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```
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Pricing Page → Toggle "Build Your Own" → Configure sliders → Deploy Now
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→ /checkout/custom/{serviceType}?config={encoded_selections}
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```
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New route: `GET /checkout/custom/{serviceType}` renders Checkout/Show.vue in custom mode.
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### Checkout/Show.vue Modes
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- `mode: 'preset'` — plan card + optional config options
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- `mode: 'custom'` — slider configurator as main content, no plan card
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### Price Summary Sidebar (both modes)
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```
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Order Summary
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─────────────
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Base plan: $30.00 (or $0 for BYO)
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RAM: 64 GB +$15.00
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NVMe: 2x 1TB +$30.00
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Management: Semi +$25.00
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──────────────────────
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Monthly: $100.00
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Hourly: $0.137/hr
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Monthly cap: $100.00
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Billing: [Monthly ▼]
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[ Deploy Now ]
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```
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### CheckoutController Changes
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**show(Plan $plan)** — enhanced to load config groups:
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```php
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$configGroups = $plan->configGroups()->with('options.values')->get();
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// Pass to Inertia as 'configGroups' prop
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```
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**showCustom(string $serviceType)** — new method for BYO:
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```php
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$configGroup = PlanConfigGroup::buildYourOwn()->forServiceType($serviceType)->first();
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$plan = Plan::where('slug', "{$serviceType}-custom")->firstOrFail();
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// Render same checkout component in 'custom' mode
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```
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**store(Request $request, Plan $plan)** — enhanced to validate and save selections:
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```php
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// Validate config selections against option types/ranges
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// Calculate and lock prices at time of purchase
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// Create subscription
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// Create subscription_config_selections rows
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// Dispatch SubscriptionCreated event
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```
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### Validation Rules for Config Selections
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- Dropdown/radio: value_id must belong to the option
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- Quantity/slider: quantity must be between min_qty and max_qty, divisible by step
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- Checkbox: value_id present (checked) or null (unchecked)
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- Text: string, max 500 chars
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- Required options must have a selection
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## Pricing Page Changes
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`Marketing/Pricing.vue` enhanced:
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- Segmented toggle at top: **Preset Plans | Build Your Own**
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- Service type tabs work in both modes
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- **In BYO mode:** Only tabs for supported service types are shown (VPS, MySQL, Game). If user is on a non-BYO tab (e.g., Dedicated) and toggles to BYO, auto-switch to the first supported tab (VPS).
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- Preset mode: existing plan cards (unchanged)
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- Build Your Own mode: vertical slider configurator (Layout A — sliders left, price summary right)
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- Billing cycle switcher works in both modes (hourly shown only in BYO mode)
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- "Deploy Now" in BYO routes to `/checkout/custom/{serviceType}`
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## Build Your Own Configurator UI
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Layout A: Vertical Sliders + Side Summary
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**Left panel (sliders):**
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- Each resource as a labeled VSlider with current value display
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- Min/max labels at slider ends
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- Per-unit price shown next to current value
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- Sliders use EZSCALE navy blue (#1d4ed8) accent
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**Right panel (sticky summary):**
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- Hourly rate (large)
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- Monthly cap
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- Line-item breakdown (CPU: $X, RAM: $X, Disk: $X)
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- Billing cycle selector
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- "Deploy Now" CTA button
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## Build Your Own Resource Configuration
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### VPS
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| Resource | Min | Max | Step | Unit | Hourly/unit | Monthly/unit |
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|----------|-----|-----|------|------|-------------|-------------|
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| CPU Cores | 1 | 16 | 1 | cores | $0.003 | $2.00 |
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| RAM | 1 | 64 | 1 | GB | $0.0015 | $1.00 |
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| SSD Storage | 25 | 1000 | 25 | GB | $0.0001 | $0.05 |
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| Bandwidth | — | — | — | — | — | Included |
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### MySQL
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| Resource | Min | Max | Step | Unit | Hourly/unit | Monthly/unit |
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|----------|-----|-----|------|------|-------------|-------------|
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| Storage | 5 | 500 | 5 | GB | $0.0003 | $0.20 |
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| Max Connections | 50 | 1000 | 50 | conns | $0.0001 | $0.05 |
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| Daily Backups | 0 | 1 | 1 | toggle | — | $2.00 |
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### Game Servers
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| Resource | Min | Max | Step | Unit | Hourly/unit | Monthly/unit |
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|----------|-----|-----|------|------|-------------|-------------|
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| RAM | 1 | 16 | 1 | GB | $0.002 | $1.50 |
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| Storage | 10 | 200 | 10 | GB | $0.0001 | $0.08 |
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| Player Slots | 10 | 200 | 10 | slots | $0.0001 | $0.05 |
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*Note: Per-unit prices are initial values. Adjusted via admin UI without code changes.*
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## Hourly Billing
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### Display Model (MVP)
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- Hourly rate calculated and displayed to customer: `sum(unit_hourly_price × quantity)`
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- Monthly cap calculated: `sum(unit_monthly_price × quantity)`
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- Customer billed at monthly cap on their billing cycle
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- Actual hourly metering deferred to Phase 2
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### Future: Real Hourly Metering (Phase 2)
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- `usage_records` table tracks server uptime hours
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- Cron job calculates charges: `min(hourly_rate × hours, monthly_cap)`
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- Prepaid credit system for hourly customers
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- Server auto-suspend when credits depleted
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## Provisioning Integration
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### Preset Plans
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Existing provisioning flow unchanged. Config selections stored but provisioning uses the plan's package_id.
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### Build Your Own VPS
|
||
VirtFusion's `servers_create` API accepts raw resource parameters alongside a packageId. For BYO:
|
||
1. Use a designated BYO package in VirtFusion as a base template (handles network profile, storage profile, etc.)
|
||
2. Override resource params from slider selections using `provisioning_key` mapping:
|
||
- `cpuCores` ← option where `provisioning_key = 'cpu_cores'`
|
||
- `memory` ← option where `provisioning_key = 'ram_gb'` × 1024 (MB)
|
||
- `storage` ← option where `provisioning_key = 'disk_gb'`
|
||
3. The `provisioning_key` field on `plan_config_options` makes this mapping explicit and admin-configurable
|
||
|
||
**Note:** If VirtFusion requires a package for server creation, create a minimal "BYO Base" package in VirtFusion with minimum resources and override via the API params. Test this approach before implementation — if VirtFusion doesn't support resource overrides on `servers_create`, fall back to creating dynamic packages per BYO order via the packages API.
|
||
|
||
### Build Your Own MySQL
|
||
Manual provisioning for MVP. The subscription is created with config selections stored, and an admin notification is sent for manual setup. Automated provisioning deferred until a MySQL provisioning API is available.
|
||
|
||
### Build Your Own Game
|
||
Pterodactyl API supports resource allocation on server creation (`memory`, `disk`, `cpu`). Map from `provisioning_key` values on the slider options, similar to VPS approach.
|
||
|
||
## Migration Script Integration
|
||
|
||
### Phase 2 Enhancement
|
||
Import WHMCS configurable option groups, options, and values:
|
||
- Map WHMCS config group IDs to EZSCALE config group IDs
|
||
- Create plan_config_groups with mode='preset'
|
||
- Attach to mapped plans via pivot
|
||
- Import all options and values with pricing
|
||
|
||
### Phase 3 Enhancement
|
||
Import customer config selections:
|
||
- For each WHMCS service with configoptions, create subscription_config_selections
|
||
- Lock prices from WHMCS recurring amounts
|
||
|
||
## Testing
|
||
|
||
### Unit Tests
|
||
- PlanConfigOption::calculatePrice() with various types
|
||
- PlanConfigOption::getHourlyPrice() calculation
|
||
- Subscription::totalConfigPrice() aggregation
|
||
- Subscription::totalHourlyPrice() aggregation
|
||
|
||
### Feature Tests
|
||
- Admin CRUD for config groups (create/read/update/delete)
|
||
- Nested option/value creation and validation
|
||
- Preset checkout with config options selected
|
||
- BYO checkout with slider values
|
||
- Price calculation matches expected totals
|
||
- Config selections locked at purchase price
|
||
- Required option validation
|
||
- Slider min/max/step validation
|
||
- Customer cannot access admin config pages
|
||
|
||
## Out of Scope (Future)
|
||
- Real-time hourly billing with usage metering (Phase 2)
|
||
- Config option dependencies (e.g., NVMe requires RAID H730)
|
||
- Config option stock/inventory limits
|
||
- Upgrade/downgrade config options on existing subscriptions
|
||
- Config option comparison across plans
|