fix(web): keep the discount code until the upgrade actually completes

apps/web/components/add-document/connections.tsx

@@ -335,7 +335,6 @@ export function ConnectContent({ selectedProject }: ConnectContentProps) {
 				discounts: promoCode.getDiscounts(),
 				successUrl: window.location.href,
 			})
-			promoCode.clear()
 			if (result?.paymentUrl) {
 				window.open(result.paymentUrl, "_self")
 				return

apps/web/components/add-document/index.tsx

@@ -347,7 +347,6 @@ export function AddDocument({
 									discounts: promoCode.getDiscounts(),
 									successUrl: `${window.location.origin}/settings#account`,
 								})
-								promoCode.clear()
 								if (result?.paymentUrl) {
 									window.open(result.paymentUrl, "_self")
 									return
@@ -449,7 +448,6 @@ export function AddDocument({
 											discounts: promoCode.getDiscounts(),
 											successUrl: `${window.location.origin}/settings#account`,
 										})
-										promoCode.clear()
 										if (result?.paymentUrl) {
 											window.open(result.paymentUrl, "_self")
 											return

apps/web/components/integrations-view.tsx

@@ -2850,7 +2850,6 @@ export function IntegrationsView({
 					discounts: promoCode.getDiscounts(),
 					successUrl: `${window.location.origin}/integrations`,
 				})
-				promoCode.clear()
 				if (result?.paymentUrl) {
 					window.open(result.paymentUrl, "_self")
 					return

apps/web/components/integrations/plugins-detail.tsx

@@ -575,7 +575,6 @@ export function PluginsDetail() {
 				discounts: promoCode.getDiscounts(),
 				successUrl: `${window.location.origin}/integrations`,
 			})
-			promoCode.clear()
 			if (result?.paymentUrl) {
 				window.open(result.paymentUrl, "_self")
 				return

apps/web/components/onboarding-brain/step-sources.tsx

@@ -637,7 +637,6 @@ function OnboardingPlansModal({
 				discounts: promoCode.getDiscounts(),
 				successUrl: window.location.href,
 			})
-			promoCode.clear()
 			if ((result as { paymentUrl?: string })?.paymentUrl) {
 				window.location.href = (result as { paymentUrl: string }).paymentUrl
 				return

apps/web/components/settings/billing.tsx

@@ -703,7 +703,6 @@ export default function Billing() {
 				discounts: promoCode.getDiscounts(),
 				successUrl: `${window.location.origin}/settings#billing`,
 			})
-			promoCode.clear()
 			if ((result as { paymentUrl?: string })?.paymentUrl) {
 				window.location.href = (result as { paymentUrl: string }).paymentUrl
 				return

apps/web/components/settings/connections-mcp.tsx

@@ -557,7 +557,6 @@ export default function ConnectionsMCP() {
 				discounts: promoCode.getDiscounts(),
 				successUrl: `${window.location.origin}/settings#connections`,
 			})
-			promoCode.clear()
 			if (result?.paymentUrl) {
 				window.open(result.paymentUrl, "_self")
 				return

apps/web/hooks/use-promo-code.test.ts

@@ -0,0 +1,62 @@
+import { describe, expect, it } from "bun:test"
+import { isPromoCodeSpent, parseStoredPromoCode } from "./use-promo-code"
+
+const NOW = 1_700_000_000_000
+
+describe("parseStoredPromoCode", () => {
+	it("reads a stored code with its plan and expiry", () => {
+		const raw = JSON.stringify({
+			code: "LAUNCH20",
+			plan: "free",
+			expiresAt: NOW + 1000,
+		})
+
+		expect(parseStoredPromoCode(raw, NOW)).toEqual({
+			code: "LAUNCH20",
+			plan: "free",
+			expiresAt: NOW + 1000,
+		})
+	})
+
+	it("drops a code once it has expired", () => {
+		const raw = JSON.stringify({ code: "LAUNCH20", expiresAt: NOW - 1 })
+
+		expect(parseStoredPromoCode(raw, NOW)).toBeNull()
+	})
+
+	it("still reads bare codes written before plan/expiry were stored", () => {
+		expect(parseStoredPromoCode("LAUNCH20", NOW)).toEqual({
+			code: "LAUNCH20",
+		})
+	})
+
+	it("returns null for missing or unusable values", () => {
+		expect(parseStoredPromoCode(null, NOW)).toBeNull()
+		expect(parseStoredPromoCode("{oops", NOW)).toBeNull()
+		expect(
+			parseStoredPromoCode(JSON.stringify({ plan: "pro" }), NOW),
+		).toBeNull()
+	})
+})
+
+describe("isPromoCodeSpent", () => {
+	it("is spent once the org moves up a plan", () => {
+		expect(isPromoCodeSpent({ code: "X", plan: "free" }, "pro")).toBe(true)
+		expect(isPromoCodeSpent({ code: "X", plan: "pro" }, "max")).toBe(true)
+	})
+
+	it("survives an unfinished checkout", () => {
+		// `attach()` resolving only means Stripe handed back a payment URL; the
+		// user can still abandon it, and the code has to be there when they retry.
+		expect(isPromoCodeSpent({ code: "X", plan: "free" }, "free")).toBe(false)
+	})
+
+	it("survives a downgrade or trial expiry", () => {
+		expect(isPromoCodeSpent({ code: "X", plan: "max" }, "pro")).toBe(false)
+		expect(isPromoCodeSpent({ code: "X", plan: "pro" }, "free")).toBe(false)
+	})
+
+	it("is never spent while no plan has been recorded yet", () => {
+		expect(isPromoCodeSpent({ code: "X" }, "max")).toBe(false)
+	})
+})

apps/web/hooks/use-promo-code.ts

@@ -1,38 +1,98 @@
 "use client"
 
 import { useAuth } from "@lib/auth-context"
+import { useCustomer } from "autumn-js/react"
 import { useRouter } from "next/navigation"
 import { useCallback, useEffect, useMemo } from "react"
 import { toast } from "sonner"
+import {
+	normalizePlanType,
+	PLAN_RANK,
+	type PlanType,
+	useTokenUsage,
+} from "@/hooks/use-token-usage"
 
 const PENDING_PROMO_CODE_KEY = "sm.promoCode.pending"
 const PROMO_TOAST_ID = "promo-code"
+/** A code that is never redeemed stops applying after this long. */
+const PROMO_TTL_MS = 30 * 24 * 60 * 60 * 1000
+
+export interface StoredPromoCode {
+	code: string
+	/** Plan the org was on when the code was stored. */
+	plan?: PlanType
+	expiresAt?: number
+}
 
 function promoCodeKey(orgId: string): string {
 	return `sm.promoCode.org_${orgId}`
 }
 
-function readOrgPromoCode(orgId?: string): string | null {
+/**
+ * Codes are stored as JSON. Values written before the plan/expiry bookkeeping
+ * existed are the bare code, and are kept working until `PromoCodeHost` stamps
+ * them on the next mount.
+ */
+export function parseStoredPromoCode(
+	raw: string | null,
+	now: number = Date.now(),
+): StoredPromoCode | null {
+	if (!raw) return null
+
+	let stored: StoredPromoCode
+	if (raw.startsWith("{")) {
+		try {
+			const parsed = JSON.parse(raw) as StoredPromoCode
+			if (typeof parsed?.code !== "string" || !parsed.code) return null
+			stored = parsed
+		} catch {
+			return null
+		}
+	} else {
+		stored = { code: raw }
+	}
+
+	if (stored.expiresAt !== undefined && stored.expiresAt <= now) return null
+	return stored
+}
+
+/**
+ * A discount is spent once the org actually moves up a plan — that, not
+ * `attach()` resolving, is the point at which the checkout it was captured for
+ * went through. Downgrades and trial expiries leave an unused code alone.
+ */
+export function isPromoCodeSpent(
+	stored: StoredPromoCode,
+	currentPlan: PlanType,
+): boolean {
+	if (!stored.plan) return false
+	return PLAN_RANK[currentPlan] > PLAN_RANK[stored.plan]
+}
+
+function readOrgPromoCode(orgId?: string): StoredPromoCode | null {
 	if (!orgId || typeof window === "undefined") return null
-	return window.localStorage.getItem(promoCodeKey(orgId))
+	return parseStoredPromoCode(window.localStorage.getItem(promoCodeKey(orgId)))
+}
+
+function writeOrgPromoCode(orgId: string, code: string, plan: PlanType): void {
+	const stored: StoredPromoCode = {
+		code,
+		plan,
+		expiresAt: Date.now() + PROMO_TTL_MS,
+	}
+	window.localStorage.setItem(promoCodeKey(orgId), JSON.stringify(stored))
 }
 
 export function usePromoCode() {
 	const { org } = useAuth()
 	const orgId = org?.id
 
 	const getDiscounts = useCallback(() => {
-		const promotionCode = readOrgPromoCode(orgId)
-		return promotionCode ? [{ promotionCode }] : undefined
+		const stored = readOrgPromoCode(orgId)
+		return stored ? [{ promotionCode: stored.code }] : undefined
 	}, [orgId])
 
-	const clear = useCallback(() => {
-		if (!orgId) return
-		window.localStorage.removeItem(promoCodeKey(orgId))
-		toast.dismiss(PROMO_TOAST_ID)
-	}, [orgId])
-
-	return useMemo(() => ({ getDiscounts, clear }), [getDiscounts, clear])
+	return useMemo(() => ({ getDiscounts }), [getDiscounts])
 }
 
 export function PromoCodeCapture() {
@@ -52,31 +112,51 @@ export function PromoCodeCapture() {
 export function PromoCodeHost() {
 	const { org } = useAuth()
 	const router = useRouter()
+	const autumn = useCustomer()
+	const { currentPlan, isLoading } = useTokenUsage(autumn)
+	const orgId = org?.id
 
 	useEffect(() => {
-		if (!org?.id) return
+		if (!orgId) return
+		// The stored plan is the yardstick for "has this code been redeemed",
+		// so nothing is stamped until autumn has loaded — recording a
+		// placeholder "free" would spend the code on the next render.
+		if (isLoading) return
 
+		const plan = normalizePlanType(currentPlan)
 		const pending = window.localStorage.getItem(PENDING_PROMO_CODE_KEY)
 		if (pending) {
-			window.localStorage.setItem(promoCodeKey(org.id), pending)
+			writeOrgPromoCode(orgId, pending, plan)
 			window.localStorage.removeItem(PENDING_PROMO_CODE_KEY)
 		}
 
-		const code = readOrgPromoCode(org.id)
-		if (!code) {
+		const stored = readOrgPromoCode(orgId)
+		if (!stored) {
+			toast.dismiss(PROMO_TOAST_ID)
+			return
+		}
+
+		if (isPromoCodeSpent(stored, plan)) {
+			window.localStorage.removeItem(promoCodeKey(orgId))
 			toast.dismiss(PROMO_TOAST_ID)
 			return
 		}
+
+		// Codes stored before this bookkeeping existed carry no plan or expiry.
+		if (!stored.plan || stored.expiresAt === undefined) {
+			writeOrgPromoCode(orgId, stored.code, plan)
+		}
+
 		toast.success("Discount code active", {
 			id: PROMO_TOAST_ID,
-			description: `Code ${code} will apply at checkout.`,
+			description: `Code ${stored.code} will apply at checkout.`,
 			duration: Number.POSITIVE_INFINITY,
 			action: {
 				label: "Upgrade",
 				onClick: () => router.push("/settings#billing"),
 			},
 		})
-	}, [org?.id, router])
+	}, [orgId, router, currentPlan, isLoading])
 
 	return null
 }