Changelog

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Customer portal payments and saved cards

• Payments and top-ups: Pay outstanding invoices through a payment link, top up through checkout or a saved card, and configure auto top-up
• Saved cards: Add, remove, and choose a default payment method through supported gateways
• Gateway support: Available actions adapt to connected providers, with checkout and auto charge through Chargebee and Razorpay, and saved-card management through Chargebee
• Portal updates: The Overview tab brings together wallet balance, payment methods, and subscriptions; payment flows open in a new tab and refresh the portal on completion

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Gateway refunds

• Refund destination: Set refund_target to BACK_TO_SOURCE to refund the original payment; PREPAID_WALLET remains the default
• Status tracking: Gateway webhooks update refund status, and duplicate deliveries cannot settle the same refund twice
• Wallet fallback: Failed gateway refunds can be retried into the wallet, and paid invoice voids use the same refund ledger

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Invoice line item editing

• Draft editing: Update amounts, quantities, descriptions, and service periods; descriptions and periods also appear on the PDF
• Finalized invoices: Editing line items or applying discounts voids the original and creates a linked draft replacement
• Manual edit protection: Edited invoices are marked with is_manually_edited so automated recomputation cannot overwrite them; line item updates create a new item ID

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Percentage-based wallet alerts

• Percentage thresholds: Set alert_threshold_type: percentage and a threshold from 0 to 100 for ongoing balance alerts
• Calculation: Evaluates 100 × ongoing balance / sum of completed credit amounts, using credits since the earliest current period start across active or trialing subscriptions. Without those subscriptions, it uses wallet history; a zero base skips evaluation
• More webhook states: Balance alerts now emit warning and info transitions, plus recovery events when the balance returns to ok

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Mixed-cadence prices on subscription create

• Price selection: include_price_ids selects specific plan prices. Omit it to include matching-cadence and one-time prices, or pass an empty list to include none
• Dashboard controls: The “Also available on this plan” section adds shorter-cadence charges with the usual price overrides, commitments, coupons, and quantity controls
• Addon compatibility: Addon dialogs filter charges by the subscription’s cadence and currency

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Chargebee invoice sync improvements

• Invoice matching: The original Flexprice invoice number is preserved in metadata, and payment IDs are recorded in Chargebee notes
• Pending collections: ACH and SEPA payments stay pending while processing, avoiding premature invoice voids
• Itemized checkout: Checkout shows individual line items and handles zero-decimal currencies correctly

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Inclusive and exclusive tax

• Tax behavior: Set tax_behavior to inclusive or exclusive. Subscription defaults are exclusive for USD and CAD, and inclusive for other currencies
• Exempt customers: Set tax_treatment: exempt to skip tax and remove included tax from the total, starting with the next invoice
• Invoice breakdown: tax_summary shows inclusive and exclusive totals and explains why no tax was charged
• Percentage-only rates: percentage_value is now required; fixed_value has been removed

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Price-level usage bucketing

• Price configuration: Set bucket_size on usage prices with MAX or SUM aggregation; existing meter-level buckets remain supported and prevent setting a second bucket on the price
• Versioned updates: Changing the bucket creates a new price or line item version; use none to clear it
• Dashboard support: Charge tables and price dialogs now show bucket sizes, with validation for window commitments

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Mixed-cadence charges on a subscription

• Compatibility: Billing period and count must match exactly, or the price’s effective months must divide the subscription’s. Daily and weekly prices require an exact match; one-time prices remain supported
• Separate billing windows: A quarterly invoice with monthly charges gets three line items, with usage and pricing tiers reset per month
• Threshold billing: Auto-invoice threshold checks use the same billing windows

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Entitlement grant proration on addon changes

• Proportional grants: Applies to features whose entitlements all use additive, subscription-period grants
• Quota updates: Adding an addon grants the remaining period’s share; removing it revokes the unused share
• Proration control: Set proration_behavior: none to add the full quota

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Google Cloud Storage support

• Provider selection: Set storage.provider to s3 or gcs, or use cloud auto-detection
• Cloud credentials: GCS supports Workload Identity and application default credentials; S3 exports support static keys or AWS role credentials
• GCS exports: Require Flexprice-managed buckets and a signer service account with token creator permissions for signed URLs
• Configuration change: sync_config.s3 is now sync_config.storage

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Versioned database migrations

• Existing databases: Run make migrate-adopt url="postgres://..." before upgrading to chart 1.4.0; add dry=1 to preview adoption
• Deployment controls: Helm uses migration.steps.dbmate instead of migration.steps.ent; ECS migrations run only with DB_MIGRATIONS_ENABLED=true
• Migration checks: Unadopted databases and invalid indexes block migration, and checksums protect applied files from edits

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Usage syncs report

• Provider status: See AWS, GCP, and Azure syncs alongside usage amounts and billing periods
• Filters: Find records by customer, subscription, or period

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Remove users from a tenant

• User removal: Removes a human user from the tenant and auth provider; service accounts retain their existing delete endpoint
• Access protection: Self-removal, cross-tenant removal, and removal of the last human user are blocked

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Scheduled plan changes and billing anchor control

• Scheduled changes: Set change_at: end_of_period to queue a plan change; pending changes can be listed and cancelled
• Billing anchor: Keep the current anchor or use billing_period_behaviour: anchor_at_effect to start a new period when the change takes effect
• Conflict handling: Choose whether a new request rejects or supersedes an existing scheduled change
• Grant updates: Plan grants and entitlements switch at the change instant, preserving addon-sourced grants

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Permission-aware dashboard

• Action permissions: Users without write access see disabled controls with an explanation
• Page access: Restricted routes show a 403 page, and saving or resetting settings requires Super Admin
• Immediate access checks: Permissions load at login without needing a page refresh

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Zoho Books invoice sync improvements

• GST support: Customer tax details and price HSN/SAC codes sync to Zoho, with place of supply determining IGST versus CGST and SGST
• Custom fields: Map customer and invoice metadata, plus service period dates, to Zoho custom fields
• Approval flow: Optionally submit invoices for approval before marking them paid; pending or rejected approvals leave payment unrecorded in Zoho
• Customer updates: Changes to a Flexprice customer update the linked Zoho contact

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Recalculate finalized invoices

• Automatic replacement: Recalculation validates and voids the original, then creates a replacement linked through recalculated_invoice_id
• Dashboard action: Recalculate Invoice is available on finalized invoices; drafts and invoices with an existing replacement do not qualify

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HubSpot deal line item sync

• Ongoing reconciliation: Creates, updates, and removes deal line items after quantity changes, addon changes, and completed checkouts
• Billing details: Synced items include billing dates, frequency, discounts, and descriptions

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Role-based access for dashboard users

• User roles: Choose super_admin, all_writer, or all_reader; service accounts have a separate role catalog
• Role management: The Edit roles action replaces a user’s roles, with active API keys listed when they block a change
• Grant restrictions: Admins can grant only permissions they hold, and invitations require Super Admin

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SAML single sign-on

• Tenant settings: Super admins configure the identity provider, default role, and SSO enforcement from the dashboard
• Account provisioning: Users are created on their first SSO login with the configured role
• Recovery access: Enforced SSO blocks password login for regular users while keeping super admins exempt
• Deployment setup: Enable auth.saml.enabled with Redis and an auth signing secret; tenant login links show the SSO button

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Plan change v2: swap plans in place

• Preview and apply: Preview prorated charges or credits before applying the change
• Addon handling: Choose which attached addons to carry over or drop
• Change event: subscription.plan_changed replaces the cancel and create events used by the earlier flow
• Supported changes: Interval, currency, hierarchy, and phased changes continue to use the existing endpoints

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Addon changes through subscription modification

• Preview support: Review proration, affected line items, and invoices before applying a change
• Checkout support: Responses include checkout details when payment is required
• Endpoint migration: The existing addon create and delete endpoints are deprecated in favor of modification endpoints

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Stripe product sync

• Price sync: Creates a Stripe product for each Flexprice price when outbound price sync is enabled
• Itemized payments: Invoice and checkout lines use synced products where available
• Dashboard toggle: Enable Prices in the Stripe connection drawer; outbound price sync is off by default

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Exportable usage and credits widgets

• Usage widgets: UsageQuota, MetricCards, UsageTrendChart, and UsageBreakdown
• Credit widgets: CreditBalance and CreditHistory, with wallet switching and transaction history
• Bring your own data: Widgets accept props, with adapters for portal responses and built-in loading and empty states
• Package rename: @flexprice/flexprice-ui is now @flexprice/ui, with the bundle reduced from 17.5 MB to 1.35 MB

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Entitlement grant allocation

• Full-period grants: grant_duration_unit: subscription_period opens a grant without waiting for usage; omit duration value and allocation behavior for this unit
• Window alignment: Choose first_usage (default) or unit_start to anchor windows to usage or intervals within the billing period
• Multi-unit windows: Supports intervals such as six-hour buckets, calculated in the subscription’s timezone

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Subscription creation via checkout

• Payment-gated create: Start a subscription through a checkout session and Flexprice defers activation until the checkout is paid
• Unified checkout actions: Subscription create shares the same checkout session action pipeline used for wallet top-ups and addon attachments
• Configurable behavior: New checkout configuration fields control payment gating on subscription create requests

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Addon attachment via checkout

• Payment-gated attach: Addon activation waits until the checkout session is paid, then the addon is applied to the target subscription
• Proration preserved: Line-item proration continues to work when the addon lands mid-cycle after checkout completes
• Checkout DTOs: Addon attach requests accept the same checkout session fields as subscription create

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Draft invoice discount management

• apply_discount flag: Set apply_discount on an UpdateInvoice request to recompute coupon and credit adjustments against the current line items
• Single locked path: Updates run inside one locked transaction that gates discount recalculation on the new flag, keeping totals consistent
• Tax reset on removal: Removing a discount association now clears stale tax lines and clamps any negative amount-remaining values
• Endpoint consolidation: The separate POST /invoices/:id/apply-discount and recalculate-discount endpoints have been removed in favor of UpdateInvoice

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Credit note idempotency

• Deterministic keys: Idempotency keys are derived from stable request content, so client retries collapse to a single credit note
• DB-level uniqueness: idempotency_key is enforced by a unique constraint, closing races between concurrent create calls
• Draft retry coverage: Draft retries and process_credit_note calls now participate in idempotency deduplication
• Cache-hit safety: Idempotent cache hits no longer re-publish webhooks or re-run finalization

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Bulk event ingestion

• Batched submission: Multiple events are ingested together and empty batches are handled without error
• Redis deduplication: New configuration options control deduplication and post-insert processing so retried batches do not double-count
• Post-insert alerts: Usage alert evaluation can now run immediately after bulk inserts to keep threshold notifications timely

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Wallet top-up via checkout with mandate autocharge

• Checkout top-up: Kick off a wallet top-up from a checkout session instead of only through direct payment APIs
• Autocharge from mandate: Once a mandate is on file, auto top-ups charge without another manual approval
• Cooloff on the dashboard: The wallet auto top-up modal now accepts a cooloff duration and unit so repeat charges are spaced out

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Customer subscriptions API

• Single call: Fetch all subscriptions attached to a customer without paging through the global subscriptions list
• Consistent shape: Response matches the standard subscription payload used elsewhere in the API

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Daily invoice draft and recompute schedule

• Draft creation: Draft invoices are opened on schedule for subscriptions that need them
• Recompute: Existing drafts are recomputed against the latest usage, entitlements, and price sync state
• Cron consolidation: HTTP cron handlers duplicated by Temporal schedules were removed, so scheduling now lives in one place

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Backdating terminated subscription line items

• Backdated end date: Move a terminated line item’s end date earlier or later within its subscription window
• Preserves termination: Replacing a backdated line item keeps its existing termination date instead of overwriting it
• One-time guardrails: Invalid forward-dating or backdating of one-time items is now rejected

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Revenue feature toggle

• Configurable in platform config: Turn Revenue on or off through platform configuration; it remains enabled by default
• Dynamic UI: Revenue navigation, command palette entries, and routes appear only when the feature is on

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GCP Marketplace integration

• Agreement registration: Register agreements and report usage against a GCP Marketplace metered offer
• Shared usage pipeline: Backed by a refactored UsageRecord schema and cron workflow shared across all three marketplace providers

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Azure Marketplace integration

• Entra app credentials: Authenticate with a dedicated Azure Marketplace client using a Microsoft Entra tenant ID, client ID, and client secret registered in your own tenant
• Secret redaction: A shared RedactSecrets utility sanitizes error messages from AWS, GCP, and Azure integrations so failure reasons stay visible without leaking credentials

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Entitlement grant overage and alerting

• Overage billing: Usage beyond a grant’s quota is billed as overage on the invoice instead of being silently dropped
• Grant window coverage: New grants are clipped to the current cycle end and opened ahead of time so a window is always active to absorb incoming usage
• Exhaustion alerting: Alert evaluation now tracks grant consumption and fires when a window’s quota is used up
• Quota comparison fix: Corrected a comparison that could misclassify a grant as exhausted before its quota was actually consumed

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Custom onboarding workflows

• onboarding_workflow_name: New optional field on customer create resolves to a named entry in custom_workflows; unrecognized names fall back to the default onboarding actions
• Default tenant name: Onboarding configuration now accepts a default tenant name, used when provisioning a tenant during onboarding
• Dashboard editor: A new workflow card and action-set editor let you build and manage custom onboarding workflows from the settings area

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One-time charges on subscriptions

• Plan price resolution: Subscription creation now fetches both the subscription’s billing-period prices and any ONETIME billing-period prices configured on the plan
• Entity type validation: Subscription pricing now validates that only supported price entity types are used, rejecting unsupported combinations up front

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Zoho Books invoice mark-paid sync

• Automatic dispatch: When a Zoho-synced invoice’s payment status becomes succeeded, a Temporal workflow marks the corresponding invoice as paid in Zoho Books
• New Zoho client methods: GetInvoice and CreateCustomerPayment support fetching invoice state and recording the payment directly against the Zoho customer
• Non-syncable line items skipped: Line items that Zoho can’t represent are excluded from the outbound sync instead of failing the whole invoice

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Redis Sentinel support

• Sentinel mode: Setting FLEXPRICE_REDIS_SENTINEL_MASTER_NAME and FLEXPRICE_REDIS_SENTINEL_ADDRS switches the client to Sentinel mode, taking precedence over cluster and standalone
• Replica read routing: FLEXPRICE_REDIS_ROUTE_READS_TO_REPLICAS spreads reads across the master and replicas while keeping writes on the master
• Fail-fast validation: Sentinel master name and addresses must be configured together — a partial config now returns a clear startup error instead of silently falling back to standalone or losing HA

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AWS Marketplace integration

• Marketplace client & connection verification: A new AWS Marketplace client assumes a tenant’s IAM role via STS to verify and report usage; connection creation is now bounded by a timeout so a misconfigured or unreachable AWS credential chain fails fast instead of hanging the request
• Agreement registration: Link a buyer’s AWS Marketplace agreement to a Flexprice subscription so usage is attributed to the right AWS account and reported through BatchMeterUsage
• Dashboard connection management: A new AWS Marketplace connection drawer lets you configure and manage the connection directly from the dashboard, with improved UI and localization

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Grouped-invoicing children created inline with the parent

• grouped_invoicing_children_to_create: New field on subscription creation accepts child seat specs (plan, external customer, start date) to create alongside the parent; mutually exclusive with converting existing standalone subscriptions into the group
• Unified opening invoice: Each inline child’s period-1 charges are folded into the parent’s single opening invoice rather than generating a separate invoice per child
• Aligned billing start: Grouped-invoicing children created this way always start on the parent’s billing date, keeping the group’s billing periods in sync

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Zero-quantity subscription line items

• Pointer-based quantity: CreateSubscriptionLineItemRequest.Quantity and LineItemQuantityChange.Quantity are now pointers, distinguishing an explicit 0 from an omitted field (which still defaults to min_quantity)
• Dashboard support: The subscription quantity-modify dialog and price table now accept and display a typed 0 instead of coercing it back to the minimum quantity

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Razorpay card auto-charge and payment status sync

• Card mandate registration: Razorpay mandate registration accepts card as a method alongside upi, chosen by a new token-selection helper that tries UPI first and falls back to card
• Gateway status sync on read: GetPayment now performs a best-effort status sync against Stripe or Razorpay for any payment still PENDING or PROCESSING, reconciling stuck statuses without waiting on a webhook
• Payment link tracking: Razorpay payment links can now be polled by tracking ID to resolve their current status

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Wallet bonus credits and payment sync

• bonus_credits_expiry_date_utc: Top-up requests can set an expiry for bonus credits that’s independent of the purchase credits’ own expiry
• Onboarding wallet initial credits: The onboarding workflow’s wallet-creation action can now apply an optional expiration duration to the initial credits it loads
• Moyasar redirect URLs: force_sync_invoice on wallet top-ups now forwards the connection-configured success/cancel URLs to Moyasar, mirroring the existing Paddle pattern, and is configurable from the Moyasar connection drawer

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Spend alert settings

• AlertSettings API: New endpoints let you create and update spend-alert thresholds for a subscription or line item, with info, warning, and critical levels
• Alert log pipeline: Alert logs now track the originating alert_setting_id and flow through a dedicated consumer pipeline, driven by config rather than hardcoded thresholds
• Dashboard support: A new alert settings dialog lets you configure and save spend-alert thresholds for a subscription or line item directly from the dashboard

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Razorpay UPI Autopay and auto-charge

• Mandate registration at checkout: Set payment_provider_config.collection_method to charge_automatically to register a UPI or card mandate instead of a one-time payment link
• Automatic invoice charging: Finalizing an invoice now triggers a best-effort AutoChargeInvoice call against any usable saved token, guarded by per-invoice and per-token-cycle idempotency claims to guarantee at-most-once charging
• Mandate ceiling: A configurable max_mandate_limit caps the size of any single auto-charge; invoices above it fall back automatically to a normal payment link
• Reconciliation and webhook handling: A reconciliation sweep recovers stuck charge claims, and the Razorpay webhook handler now processes token.confirmed, token.rejected, and token.cancelled events

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Tabs integration

• Connection setup: Register and configure a Tabs connection from the dashboard’s integrations catalog, alongside existing providers like Stripe and Razorpay
• Invoice sync workflow: A new Temporal workflow pushes finalized invoices to Tabs for revenue recognition as they’re generated

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Credit grants on addons

• Addon credit grants: Attach credit grants directly to an addon — applying the addon to a subscription grants credits the same way a plan-level credit grant does
• Dashboard parity: Addon detail pages now surface credit grants alongside other addon configuration, matching the plan detail experience

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Wallet bonus credit grants

• Slab-based resolution: A configurable slab table matches the top-up amount to a threshold and computes the bonus as either a flat amount or a percentage of the purchase
• Linked bonus transaction: The bonus is recorded as its own wallet transaction, linked back to the originating purchase via a new parent_transaction_id field, and shares its completion state with the purchase

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Self-hosted webhooks portal

• Endpoint and message detail views: New endpoint overview, advanced, and testing tabs, plus a message detail view with per-attempt status and response bodies
• Auto-switching portal: The dashboard automatically renders the self-hosted Svix portal or the hosted Svix iframe depending on which URL your environment is configured with
• Event type picker: Endpoint filters now page through the full event catalog instead of stopping at the first 250 event types
• Paddle event coverage: Paddle connections can now subscribe to the full set of Paddle webhook event types, including transaction.completed

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Settings redesign

• Tabbed navigation: Billing, Team, Alerts, and Customer Portal are now tabs on one settings page with shared routing and i18n
• Billing tab: Invoice numbering and subscription configuration moved into a dedicated tab with live invoice preview
• Team tab: Organization info and member management consolidated with filtering and invite flows
• Alerts tab: Wallet balance alert thresholds configurable with ordering validation to prevent conflicting rules
• Customer Portal tab: Toggle which sections and visibility options are exposed on the customer-facing portal

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Customer onboarding automation

• Action sets: Define default actions (create wallet with an initial credit load, create subscription against a published plan) that fire on customer creation
• Custom workflows: Add named custom workflows alongside the default action set for different onboarding paths
• Validation: Wallet credit expiration and workflow name conflicts are validated before saving

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Usage analytics discounts

• Discount-aware response: UsageAnalyticItem and UsageAnalyticPoint now include subtotal, total_discount/discount, and a discount-adjusted total_cost/cost
• Subscription and line-item coupons: Percentage coupons with forever or repeated cadence are resolved and applied across the requested time range, including ranges that straddle a coupon’s active window

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Customer entitlements by external ID

• New endpoint: GET /customers/external/{external_id}/entitlements returns a customer’s entitlements, with optional feature_ids and subscription_ids filters

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Checkout Sessions

• Session lifecycle: Create a session via POST /v1/checkout/sessions and redirect the customer to the returned payment URL; sessions move through initiated, pending, completed, failed, and expired states
• Automatic cleanup: If a session fails or expires, Flexprice automatically cleans up the draft payment, invoice, and subscription it created
• Automatic expiry: A Temporal workflow sweeps and expires stale sessions every 30 minutes so abandoned checkouts don’t linger

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Per-subscription timezones

• Timezone validation: Customer and subscription timezone fields are validated as IANA timezone names (e.g. Asia/Kolkata) on create and update, instead of accepting arbitrary strings
• Timezone-aware billing math: Credit grant periods, proration, and ClickHouse usage aggregation now consistently use the subscription’s timezone for period boundaries
• Timezone-aware analytics: Detailed usage analytics now bucket time-series data in the customer’s timezone instead of hardcoded UTC
• Dashboard: Subscription and customer timezone are now visible in the Customer Information and Subscription Details views

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Custom expressions for meters

• CEL math helpers: Expressions support max, min, abs, ceil, floor, round, pow, sqrt, and log alongside standard arithmetic and comparison operators
• Validation: Expressions are only accepted on SUM, AVG, MAX, and LATEST aggregations, and a meter can’t set both a field and an expression at the same time
• Dashboard: A ”+ Custom Expression” toggle on feature creation swaps the aggregation field input for a CEL formula input, with inline help text and examples

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Config feature type for entitlements

• Config feature type: A new config feature type accepts a JSON object as its config_value when the feature is attached to a plan’s entitlements
• Dashboard JSON editor: A JSON editor with syntax highlighting validates the config payload on entry, and a side sheet displays the full stored value from the plan’s Entitlements tab
• Customer entitlements: Config values are returned on the customer’s entitlements as soon as they subscribe to a plan that includes the feature

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Redesigned settings dashboard

• Team tab: Manage tenant members and pending invites in one place, with an option to show pending invites alongside published members
• Billing tab: Configure invoice and subscription settings — auto-cancellation and invoice numbering — directly from the dashboard
• Alerts tab: Configure wallet balance alert thresholds from Settings instead of a separate page
• Customer portal tab: New tab for configuring customer-facing portal settings

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Customer timezone-aware billing

• Timezone field on customers: Set timezone (any IANA name) when creating or updating a customer — subscriptions inherit it at creation time
• Timezone-aware billing periods: Daily, weekly, monthly, quarterly, half-yearly, and annual periods now start and end at local midnight rather than UTC midnight
• Timezone-aware usage and resets: Usage aggregation windows, entitlement resets, credit grant expirations, and coupon end dates now compute from the customer’s local time

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Moyasar autopay

• Checkout page: New Flexprice-hosted checkout page tokenizes the customer’s card and redirects through 3DS verification when the issuer requires it
• Automatic invoice charging: Once a card is saved, new invoices are charged directly against it without any customer action
• Cron reconciliation and void/refund lifecycle: A scheduled workflow reconciles pending card-verification charges — voiding the verification charge automatically, or issuing a refund if the void fails

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Coupon and tax associations on subscriptions

• Apply/Remove dialogs: New ApplyCouponDialog, RemoveCouponDialog, ApplyTaxDialog, and RemoveTaxDialog walk through a preview step showing affected resources before executing the change
• Association tables: New CouponAssociationTable and TaxAssociationTable components list active associations with valid-from/to ranges, filtered to active, published associations only
• Line item actions: Apply and remove coupon/tax actions are now available directly from each line item’s dropdown menu
• Coupon codes: Coupons now require a human-readable coupon_code on creation, shown as a monospace badge on the coupon details page

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Service accounts

• Update endpoint: New PUT /v1/users/{id} lets you rename a service account without touching its API keys
• Soft-delete endpoint: New DELETE /v1/users/{id} archives a service account — blocked while it still has active API keys to prevent orphaned credentials
• User association on secrets: API keys now record the user_id of the service account that owns them and can be filtered by user and expiry
• super_admin role: New built-in RBAC role with wildcard permissions for tenant-wide administrative access
• Dashboard support: Manage service accounts end-to-end from the dashboard — create, edit, and revoke from the settings area

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Customer hierarchy safeguards

• Standalone child rejected: Attempting to inherit a customer that already has a standalone subscription returns a validation error instead of silently creating conflicting hierarchies
• Different-parent inheritance blocked: A child already inherited under one parent cannot be re-inherited under a different parent
• Same-parent re-inheritance allowed: Re-running inheritance for an existing parent–child pair continues to work for adding new subscriptions to the relationship

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Signup metadata

• Signup form: The dashboard signup flow captures structured metadata and forwards it to the auth API
• API field: The signup request accepts a metadata map alongside the existing identity fields

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Commitment time buckets

• Time bucket editor: CommitmentTimeBucketsEditor component lets you add, configure, and reorder time buckets directly from the CommitmentConfigDialog
• Hour and minute precision: Bucket granularity adapts to the meter’s bucket size — hour-only for coarse meters, hour+minute for fine-grained meters
• Validation and normalization: Buckets are validated for completeness and overlap before saving; normalization strips the minute component when the meter doesn’t support it
• Price override storage: Time bucket configuration is stored on the price override, not as separate line items

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Wallet enhancements

• Wallet modification: New POST /v1/wallets/{id}/modify endpoint accepts modification_type: "prepaid_to_postpaid" to convert a prepaid wallet to postpaid — original and new wallet state are returned in the response
• Consumed credits tracking: Debit transactions now store the IDs of all credit transactions consumed during the debit in metadata.consumed_credit_tx_ids — enabling full credit audit trails
• Conversion rate applied: Wallet debit operations now apply the configured conversion rate when calculating the credit amount

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Backdated subscription cancellation

• Past cancel_at on immediate cancellation: Pass a past timestamp with cancellation_type: immediate to set a backdated effective cancellation date
• Future timestamps rejected: Passing a future cancel_at with immediate cancellation returns a validation error directing you to use scheduled_date cancellation instead
• Scheduled date unchanged: Forward-dated cancellations continue to require cancellation_type: scheduled_date and reject past timestamps

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subscription.cancelled event

• Cascade propagation: When a parent subscription is cancelled, the event is also published for each inherited child subscription
• Temporal activity support: PublishSubscriptionEvent is exposed on the subscription service interface so Temporal billing-period activities can fire lifecycle events

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Paddle inbound invoice sync

• Inbound update handling: PullAndUpdateInvoice is wired as the inbound path in Paddle’s sync service; the sync type toggle enables or disables inbound processing per connection
• Child subscription guard: Paddle subscription sync workflow no longer fires on child subscriptions to prevent duplicate checkout URL generation

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OTel tracing migration

• OTel spans: All existing span helpers now emit OTel spans — no call-site changes required
• SigNoz routing: The unified otel: config block exposes per-signal endpoints and headers so traces and logs can target different backends independently
• Trace-log correlation: logger.WithContext injects trace_id and span_id into every log line for cross-signal correlation
• Temporal interceptor: Rewritten to use the OTel tracer for activity spans; Sentry scope binding preserved for error attribution
• Config migration: Legacy logging.otel_* keys remain valid with a deprecation warning; the new otel: block is the canonical path

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White-label SDK pipeline

• generate-wl-sdks.yml: GitHub Actions workflow triggers on sdk-v* tags and manual dispatch; builds all four SDK flavors and publishes to partner repositories
• Config templates: Per-partner gen-config files parameterized with WL_* environment variables for name, module path, and author metadata
• Branding scripts: apply-wl-custom-branding.sh replaces all Flexprice identifiers in source and docs; verify-sdk-builds.sh confirms each SDK compiles after substitution
• Template drift detection: check-wl-templates Makefile target and a CI check fail if the canonical SDK drifts from the white-label template baseline

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GCP Managed Kafka

• OAUTHBEARER mechanism: Set saslMechanism: OAUTHBEARER in the Kafka config; tokens are sourced via google.DefaultTokenSource and cached with oauth2.ReuseTokenSource to avoid metadata server round-trips on each broker connect
• Existing SCRAM/PLAIN unchanged: Sarama config output is byte-identical for existing configurations — no migration required

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Invoice pull sync

• PullAndUpdateInvoice: Paddle fetches the latest invoice state and applies it back to Flexprice; all other integrations return a clear unsupported error
• Factory wiring: IntegrationFactory.SetServices injects PaymentService and InvoiceService post-construction to break the service dependency cycle

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Whop integration

• Invoice sync: Finalized Flexprice invoices are pushed to Whop as one-time invoices, with checkout URLs stored back on the invoice metadata for customer-facing payment links
• Automatic charge collection: When a customer has a saved Whop payment method, invoices are charged automatically instead of sending a hosted checkout link
• Two-way payment reconciliation: The invoice.paid webhook marks the corresponding Flexprice invoice as paid; the payment.succeeded webhook creates a customer→member mapping that enables automatic charging on future invoices
• Product auto-provisioning: A Whop product is created automatically if one isn’t already configured on the connection, with the product ID persisted back to the connection config
• Dashboard UI: Connect and configure Whop from the integrations page — set API key, company ID, and enable invoice sync; copy your unique webhook URL directly from the drawer

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Paddle subscription sync

• Bootstrap workflow: PaddleSubscriptionSyncWorkflow creates a $0 Paddle transaction at subscription creation, stores the checkout URL in subscription metadata, and syncs all line item prices to Paddle catalog products
• subscription.activated webhook: Paddle’s activation webhook is now handled — Flexprice activates subscriptions in an incomplete state when Paddle signals the subscription as active
• Customer metadata sync: paddle_customer_id is written to the Flexprice customer metadata record on first sync, enabling lookup without an additional API call
• Pending invoice resync: After a subscription.activated event, any pending Flexprice invoices are resynced via PaddleInvoiceSyncWorkflow to ensure payment status is up to date

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Wallet auto-topup invoice deduplication

• WALLET_AUTO_TOPUP billing reason: Invoices created by auto-topup are now tagged with a dedicated billing reason, enabling accurate filtering and deduplication
• Pending invoice guard: Before triggering a new topup in invoiced mode, hasPendingAutoTopupInvoice checks for an existing finalized, unpaid auto-topup invoice — and skips if one is found
• Re-trigger on payment: When a purchased credit payment completes, the wallet balance alert is re-published so triggerAutoTopup can fire a fresh invoice for the next topup cycle

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Subscription plan price out-of-sync flag

• Out-of-sync detection: Compares the subscription’s synced_price_sequence against the plan’s current max sequence — returns true when plan-price changes have not yet been reconciled into the subscription’s line items

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Auto invoice threshold billing

• auto_invoice_threshold field: Currency-denominated decimal on subscription creation and modification; must be zero or greater; rejected for inherited subscriptions
• Threshold billing workflow: AutoInvoiceThresholdBillingWorkflow runs on a 5-minute Temporal schedule, scans qualifying subscriptions, and fires mid-period invoices tagged with the THRESHOLD_BILLING billing reason
• Validation guards: Only valid for standalone subscriptions attached to usage-based plans; the API rejects threshold configuration on inherited or delegated-invoicing subscriptions
• Dashboard support: Set auto_invoice_threshold during subscription creation; the current threshold value is shown on the subscription detail page

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White-label dashboard & localization

• White-label branding: Configure logo, tagline, landing page colors, and auth page layout per deployment via config — no frontend code changes required
• RTL layout: The entire dashboard adapts to right-to-left locales — sidebar, drawers, breadcrumbs, tables, and all directional elements reorient automatically
• Locale switching: Users can switch their display language at runtime; the selection persists across sessions and the layout direction updates immediately

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Zoho Books item price sync

• ItemSyncService: Normalizes and upserts item prices in Zoho Books’ format before attaching them to invoice lines — eliminates mismatches between Flexprice prices and Zoho catalog entries
• TaxService: Dedicated Zoho tax service injected into the invoice sync pipeline for structured tax handling
• OAuth scopes: Zoho OAuth scopes expanded with ZohoBooks.settings.READ and item management permissions for full catalog access

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Helm chart v1.0.0 GA

• Frontend as first-class workload: HPA and PDB added for the frontend deployment; multi-AZ topology spread constraints enabled by default for all workloads
• Data protection: In-cluster Postgres, Redis, Kafka, and ClickHouse StatefulSets ship with keep annotations on by default — data survives chart uninstall
• Redis authentication: Readiness probe now authenticates via REDISCLI_AUTH for clusters with password auth enabled
• GHCR publishing: Chart published to GitHub Container Registry on chart-v* tags and manual workflow dispatch

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Grouped invoicing

• grouped_invoicing type: New subscription type alongside STANDALONE, PARENT, INHERITED, and DELEGATED_INVOICING — the parent owns billing and the children contribute usage
• Bulk conversion at creation: Pass subscriptions_ids_for_grouped_invoicing in SubscriptionInheritanceConfig to convert existing standalone subscriptions to grouped_invoicing children under a new parent in a single API call
• Runtime membership management: Add or remove grouped invoicing members via the subscription modification API using grouped_invoicing_add and grouped_invoicing_remove change types
• Clubbed invoice preview: The parent subscription invoice preview endpoint returns a merged view of all child line items, letting you inspect consolidated charges before finalization
• Standalone promotion: An existing standalone subscription can be promoted to a grouped invoicing parent without data loss

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Trial start invoice

• SUBSCRIPTION_TRIAL_START billing reason: New billing reason triggers a $0 invoice at trial activation; billing period spans trial_start → trial_end
• ZeroOutAmounts(): Zeros all monetary amounts on the invoice request while preserving line item structure — used exclusively for trial-start invoices
• Collection-method-aware payment status: Manual collection marks the trial invoice as PAID immediately; automatic collection generates a checkout URL for card capture
• SKIPPED invoice status: Zero-dollar invoices that require no payment action are marked SKIPPED — no invoice number assigned, no finalization, no vendor sync

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Scheduled subscription cancellation

• cancel_at parameter: Pass a future timestamp to the cancel endpoint to schedule termination at a precise point in time
• Validation: The API enforces that cancel_at must be strictly in the future, returning a clear error if the date has already passed
• Existing modes preserved: Immediate and end-of-period cancellation continue to work unchanged alongside scheduled cancellation

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Metadata filtering

• JSONB GIN indexes: Metadata columns are now indexed with PostgreSQL GIN indexes for performant key-value lookups at scale
• Customer and plan APIs: Both the customer list and plan list endpoints accept metadata key-value filters via a shared MetadataFilter struct
• Dashboard query builder: The filter popover now supports metadata key-value pair inputs with a dedicated UI component

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Subscription line item search

• Search endpoint: POST /v1/subscriptions/lineitems/search accepts a SubscriptionLineItemFilter body with status, price, and date filters
• Pagination: Results are paginated and sortable — no need to fetch the entire subscription to inspect individual line items
• Dashboard UI: The subscription edit charges section now uses this endpoint for filtering and browsing line items directly

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Usage analytics export

• Export API: New endpoint returns a CSV of usage analytics including external customer IDs, meter breakdowns, and metadata fields
• Metadata columns: Credit usage reports now include additional metadata fields configured on the export, with nil-safe handling for missing external IDs
• Dashboard UI: Usage analytics pages now expose a download button for CSV exports

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Webhook retry job configuration

• Kill switch: Set enabled: false to disable the retry job entirely for a deployment
• Rate limiting: rate_limit (default: 5/s) caps delivery throughput within each cron run using a token-bucket limiter
• Tenant exclusions: excluded_tenants skips specific tenant IDs from retry processing
• Event-type allowlist: allowed_event_types restricts retries to specific webhook event names — empty list retries all types
• Max attempts: max_attempts (default: 5) replaces the hardcoded failure-count threshold in the retry query

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Subscription trial periods

• trial_period_days on create: Pass a non-negative integer to set the trial length; if omitted, the value is inherited from the plan’s recurring fixed prices (must be uniform across prices)
• SUBSCRIPTION_TRIAL_START: When a trialing subscription is finalized on create (non-draft), Flexprice emits a $0 invoice with SUBSCRIPTION_TRIAL_START — preview line items for the trial window; real charges still begin with SUBSCRIPTION_TRIAL_END
• Temporal trial end workflow: A Temporal workflow handles trial expiry — updates subscription status, computes the first invoice, and activates billing at the correct period boundary
• Inherited subscription cascading: Trial end processing propagates to child subscriptions when the parent trial expires
• Validation: trial_period_days and explicit trial_start/trial_end are mutually exclusive — the API returns a clear error if both are provided

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Temporal-native scheduling

• Temporal schedules: All recurring billing jobs are now registered as Temporal schedules at worker startup
• Legacy endpoints removed: The deprecated cron trigger HTTP endpoints have been removed from the API surface
• Subscription billing schedule: The SubscriptionBillingPeriods legacy schedule is replaced by the unified SubscriptionBilling Temporal schedule

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Add-on lifecycle controls

• Billing cadence: Choose the billing frequency for the add-on independently of the base subscription cadence
• Proration behavior: Select whether mid-cycle add-on changes are prorated or charged at full price
• Effective end date: Set an explicit termination date for the add-on without cancelling the base subscription
• Dashboard UI: The add-on dialog now exposes these controls under an advanced options section

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Billing anchor

• billing_anchor parameter: Pass a timestamp on subscription creation when billing_cycle is anniversary to pin the billing renewal date to that day
• Validation: The API enforces that billing_anchor is only accepted for anniversary billing cycles — passing it with other cycle types returns a validation error
• Next billing date: The first billing period end is computed from the anchor date, so proration on the initial period reflects the actual anchor offset

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Backdated credit grant catch-up

• Catch-up loop: When a subscription is created and a credit grant already has elapsed periods, the system issues one CreditGrantApplication per missed period in sequence
• Inherited subscriptions: The catch-up logic mirrors across inherited child subscriptions, keeping credit entitlements consistent across the parent-child billing hierarchy
• EE parity: The enterprise edition credit grant service runs the same catch-up path, ensuring consistent behavior across deployment tiers

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Invoice downloads

• Format picker: A dialog lets users choose between PDF and CSV before initiating the download
• Customer portal: The invoice download button in the customer-facing portal now surfaces both formats with distinct icons
• Sorting: Customer invoices can be sorted by billing period start date, making it easier to locate invoices for a specific period

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Webhook manual retry

• Retry endpoint: POST /v1/webhooks/{id}/retry re-queues a failed webhook event for immediate redelivery
• Svix and native support: The retry logic works across both the Svix-managed and native webhook delivery backends

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Environment cloning

• Temporal workflow: EnvironmentCloneWorkflow runs two sequential activities — features are cloned first (so plan entitlements resolve correctly), then plans are cloned with ID remapping
• Cross-env ID mapping: Source entity IDs are mapped to their cloned counterparts in the target environment, keeping references intact
• Dashboard support: Environment cloning is accessible from the environment management UI — select a source and target environment to kick off the clone

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One-time charges

• BILLING_PERIOD_ONETIME: One-time charges are now identified by billing_period rather than billing_cadence, with the cadence defaulting to RECURRING — a data migration normalizes existing records
• Auto-inclusion: Subscriptions automatically include ONETIME prices during billing cycle evaluation — no explicit line item attachment required
• Period ordering: The period comparison utilities now handle ONETIME correctly for sorting and validation alongside standard billing periods
• Validation: The minimum billing period count check no longer applies to one-time prices

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AI-assisted pricing setup - Prompt to Plan

• Chat-based setup: Describe subscription, usage-based, or hybrid pricing models conversationally and get a complete configuration back
• Full model support: The workflow covers metered features with overages and limits, credit-based pricing with grants and expiration, add-ons, and entitlements
• Preview before publishing: Review the generated setup before pushing it live — nothing is saved until you confirm
• Templates: Pre-built templates based on real-world pricing models are available as starting points and can be customized and deployed directly

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Zoho Books integration

• OAuth connection: Authenticate with Zoho Books via the integrations page — the OAuth flow stores connection metadata and tokens for the tenant
• Invoice sync workflow: ZohoBooksInvoiceSyncWorkflow runs on invoice finalization and pushes the invoice payload to Zoho Books
• Connection management: The integrations UI shows connection status and supports re-authentication

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Mid-cycle subscription modification

• Proration preview: Call the modification preview endpoint to see the prorated credit and debit line items before applying the change
• Quantity change dialog: The dashboard surfaces a quantity modification dialog on subscription line items with a summary of the expected invoice impact
• Proration moved outside transaction: The proration calculation is now performed outside the database transaction to avoid long-held locks during wallet lookups

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Inherited subscriptions

• Subscription types: Subscriptions are now typed as STANDALONE, PARENT, or INHERITED — controlling how billing is routed and how cancellations cascade
• Inherited subscription creation: Create subscriptions that inherit from a parent, with automatic customer resolution and unified code paths for create and modify operations
• Cascade cancellation: Cancelling a parent subscription automatically propagates cancellation to all inherited child subscriptions
• Validation guards: The API prevents creating standalone or parent subscriptions on customers that already have an inherited subscription, avoiding conflicting billing hierarchies
• Dashboard support: The subscription edit page now shows an inherited subscriptions section for managing child subscriptions from the parent view

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SDK v2.1

• Error utilities: New errorutils package provides typed helpers — IsNotFound, IsValidation, IsConflict — for clean error handling without string matching
• Per-request idempotency: WithIdempotencyKey option lets you attach an idempotency key to any mutating request without modifying global config
• Auto-pagination: List endpoints now support automatic pagination — iterate over all results without managing page tokens manually
• Retry configuration: Read-only POST operations (like usage queries and previews) now retry automatically; retry settings are configurable globally or per-request
• SDK examples: Comprehensive end-to-end examples added for Go, TypeScript, and Python covering the full subscription and billing lifecycle

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Invoice internal preview

• Preview endpoint: New POST /v1/invoices/internal/preview computes a draft invoice view without persisting any state — returns line items, totals, and applied discounts
• PDF force regeneration: The invoice PDF URL endpoint now accepts a force_generate parameter to regenerate PDFs on demand, bypassing the cached version

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Usage charge arrear constraint

• Arrear-only enforcement: Prices with usage charge models are validated at creation and update time to ensure they are always billed in arrear, preventing misconfigured advance billing setups

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Entitlement usage reset period

• Reset period UX: The plan creation and edit flow now includes a reset period selector for entitlements — configure how frequently usage limits reset (daily, weekly, monthly, etc.) without leaving the dashboard

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Revenue dashboard

• Time-series graphs: View total revenue and usage trends over configurable date ranges (this month, this quarter, this year, and prior-period comparisons)
• Per-customer breakdown: Each customer row shows total revenue, usage-based revenue, and fixed revenue with drill-down links to customer details
• Flexible filtering: Filter by custom date ranges or preset periods — results are sorted by total revenue descending for quick identification of top accounts

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Invoice compute workflow

• Sync and async modes: Call POST /v1/invoices/:id/compute with ?sync=true for blocking execution, or default async mode that returns a workflow ID for polling
• Temporal-backed processing: Async compute runs as a durable Temporal workflow with automatic retries, 10-minute timeout, and exponential backoff
• Deferred credits and taxes: Subscription invoice computation now applies only coupons during draft — credit deductions and tax calculations are deferred to finalization, preventing premature wallet debits

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Scheduled subscription cancellation

• Scheduled date cancellation: New scheduled_date cancellation type accepts a cancel_at timestamp for precise future cancellation scheduling
• Guard validations: The scheduled date must be in the future — the API rejects past dates with a clear validation error
• Dashboard support: The subscription cancellation dialog in the dashboard now includes the scheduled cancellation option with a date picker

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Integration events system

• Event-driven dispatch: A dedicated Kafka consumer group listens to system_events and routes invoice.finalized and customer.created events to the appropriate provider sync workflows
• Integration mapping link: New POST /v1/integrations/link endpoint manually links Flexprice entities to external provider records with provider-specific side effects (e.g., Razorpay customer metadata sync)
• Configurable rate limits: Integration event processing supports per-tenant consumer group isolation and configurable rate limits via integration_events settings

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Paddle payment integration

• Checkout overlay: Customers complete payments via Paddle’s hosted checkout, embedded directly in your billing flow with JWT-signed checkout URLs
• Bidirectional customer sync: Customers are automatically synced between Flexprice and Paddle, with deduplication and address management
• Webhook processing: Transaction completions, customer creation, and address updates from Paddle are processed automatically with built-in idempotency
• Enhanced error handling: Multi-layer idempotency checks on invoice sync prevent duplicate Paddle transactions on retries

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Multi-cadence billing

• Mixed billing periods: Assign different billing cadences (monthly, quarterly, annual) to individual line items within the same subscription
• Smart invoice inclusion: Line items are automatically included on the correct invoices based on their cadence and invoice timing (advance or arrear)
• Flexible cancellation strategies: Choose between immediate, minimum-period-end, or maximum-period-end cancellation to honor varying commitment lengths

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Bulk event ingestion

• Bulk raw event API: New POST /v1/events/raw/bulk endpoint accepts up to 1,000 raw events per request for async processing via Kafka
• Ingestion filter: Allowlist specific external customer IDs for live billing while preserving all raw events — ideal for controlled pilot rollouts
• Sequential usage fetch: New GetUsageBulkSync method provides reliable, sequential meter usage lookups with per-meter timeout protection for billing accuracy

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Draft subscriptions

• Draft lifecycle: Create subscriptions with DRAFT status that skip invoice generation and payment processing until explicitly activated
• Invoice preview: Preview estimated charges for draft subscriptions before activation
• Dashboard support: Draft subscriptions now appear in customer subscription lists and support activation with configurable start dates

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Invoice overpaid tracking

• Overpaid amount display: Invoices now show an overpaid_amount field when the payment exceeds the amount due
• Status visibility: A new “Overpaid” payment status is displayed in invoice tables and detail views

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Organization members & dashboard access

• Invite and manage team members within your organization directly from the dashboard.

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Feature grouping

• Logical feature groups: Group related features together for better organization and clarity

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Settings overhaul

• Revamped settings: Improved organization and discoverability of configuration options

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Custom dashboard theming

• Theme customization: Apply custom colors and branding to match your organization’s identity

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Plan cloning

• Clone plans: Quickly create new plans based on existing configurations

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Multiple billing periods

• Flexible billing cadences: Offer customers different billing period options within the same plan

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Price grouping

• Group prices: Organize related prices into logical groups

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Wallet alerts

• Real-time balance event processing: Wallet alert triggers now process all balance events with improved cache handling for accuracy
• Ongoing balance notifications: Low-balance alerts are sent continuously as the wallet balance stays below threshold, not just on first breach
• Alert cache expiration: Alert cache entries now expire after a configurable max-alive window to prevent stale suppression of alerts

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API cleanup

• Deprecated tenant APIs removed: Removed deprecated tenant creation APIs to streamline onboarding

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Parent subscriptions

• Subscription hierarchy: Organize subscriptions with parent-child relationships

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Commitment duration

• Backend support: Define commitment periods programmatically via API
• Dashboard configuration: Configure and view commitment durations directly from the subscription management dashboard

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Multiple instance add-ons

• Flexible add-on instances: Support for multiple instances of the same add-on per subscription

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Custom analytics

• Custom dashboards: Create analytics views specific to your business needs
• Overridden price tracking: Analytics now reflect overridden prices accurately

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Credit grant editing

• Edit existing grants: Update credit grant details directly without voiding

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Prepaid and postpaid wallets

• Wallet modes: Configure wallets as prepaid or postpaid based on customer needs

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Backdated pricing

• Backdated price creation: Create prices with a past effective date
• Retroactive price updates: Update existing prices retroactively to correct or adjust past pricing configurations

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Sentry and observability improvements

• Repository-level span reduction: Disabled repository-level Sentry span creation to reduce quota usage
• Temporal integration: Integrated Sentry into Temporal workflows via a dedicated worker interceptor, improving traceability for background tasks

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Wallet & credit accuracy

• Transaction status verifiction: Wallet eligibility logic now verifies transaction status is completed before applying credits
• Workflow optimizations: Overall wallet workflow optimizations for performance and correctness

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Subscription API enhancements

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Pricing & revenue analytics

• Maximum active prices: Added validation for the maximum number of active prices to prevent configuration errors
• Currency-segregated revenue trends: Revenue analytics extended to support currency-segregated revenue trends, recent subscriptions, and invoice payment status reporting

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Add-ons & usage pricing

• Usage-based prices within add-ons: Support for usage-based prices within add-ons was introduced, enabling richer usage billing models
• Add-on line item commitment: Support for add-on line item commitment was added

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Bulk import and export in the dashboard

• Import features and prices: Added UI support for importing features and prices, matching backend bulk-import capabilities.

• S3 exports: Managed exports and downloadable reports for billing and credit usage

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Dashboard analytics improvements

• Currency-segregated revenue: Revenue trends and invoice payment status now reflect the correct metrics in the UI
• Customer usage: Improved visibility into usage at the customer level

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Region and routing stability

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Wallet and credit balance correctness

• Wallet balances: Clear credits available breakdown, improving transparency and accuracy
• Top-ups: Purchased credit top-ups now correctly contribute to usable credit balances
• Eligibility: Credit eligibility now strictly applies only to completed transactions
• Advisory locking: Wallet operations are protected with advisory locking to reduce race conditions under concurrency

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Add-on pricing flexibility

• Usage-based pricing: Add usage-based prices to add-ons
• Add-on line-item commitments: Introduced to support commit-and-overage billing models

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Caching and performance groundwork

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Import, export, and workflow foundations

• Bulk import: Added backend support for bulk importing prices and features
• S3 exports: Added managed S3 export support for reports such as credit usage
• Invoice and usage: Improved invoice processing alignment with feature usage tracking
• Workflows: Strengthened workflow reliability with improved Temporal identity handling and timeout tuning

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Subscription and credit grant controls

• Cancel future grants: Added support for cancelling future subscription grants
• Credit grant end-date: Added end-date support for credit grants