Pastor Upgrades Plan from Dashboard

  Property: ChurchWiseAI   Category: Onboarding Tier: starter-chat Persona: pastor-admin Touchpoint: /admin/[token]

Preconditions

• Active Starter Chat subscription
• Logged in as church admin

Steps

#	Action	Expected Result
1	Click upgrade prompt on a locked Pro feature	Upgrade CTA visible, links to pricing or checkout
2	Navigate to pricing/upgrade page	Current plan highlighted, upgrade options shown
3	Select Pro Suite Chat upgrade	Directed to Stripe Checkout with upgrade price
4	Complete upgrade payment	Stripe subscription updated, webhook fires
5	Return to dashboard	Pro features now unlocked — 4 agents visible, white-label toggle available
6	Verify no data loss during upgrade	All KB entries, response templates, and settings preserved

Known Failure Modes

• Upgrade price incorrect — proration not handled
• Dashboard still shows Starter limits after upgrade — entitlement cache not cleared
• KB entries or templates lost — upgrade wiped organization_settings

References

• Playwright spec: e2e/delivers/churchwiseai/08-upgrade.spec.ts
• Code files:
  • src/app/api/stripe/webhook/route.ts
  • src/app/api/cron/process-stripe-webhooks/route.ts
  • src/lib/tier-config.ts
  • src/app/admin/[token]/

Notes

Upgrade uses Stripe's subscription update flow (not a new checkout). Proration is handled by Stripe. The webhook fires customer.subscription.updated. Entitlements must refresh without requiring logout.