feat(webapp): unconfigured billing limit UX and default billing alerts (#4328)

## Default billing alerts + billing limit page UX

- New orgs get default billing alerts: $5, $100, $500, $1000, $2500.
Existing orgs are backfilled by a billing-side data migration (companion
[PR](triggerdotdev/cloud#1657)).
- The billing limit form starts with nothing selected for orgs that
never set a limit — the save button appears once an option is picked.
- The yellow banner now also shows on the billing limits page itself,
asking to configure a limit. Hidden everywhere for members who can't
manage billing.
- Also fixes billing limit alert preview.

Tests
- `apps/webapp/test/billingLimitsRoute.test.ts` — dirty logic for
empty/selected mode
- `apps/webapp/test/billingAlertsDefaults.test.ts` — default values
- `apps/webapp/test/billingAlertsFormat.test.ts` — preview after a limit
change

Author: kathiekiwi

.server-changes/default-billing-alerts.md

@@ -0,0 +1,6 @@
+---
+area: webapp
+type: improvement
+---
+
+Organizations without billing alerts now get default spend alert thresholds, so you're notified before usage grows unexpectedly. The billing limit page no longer pre-selects an option before you've set a limit and prompts you to configure one. Alert previews now update immediately after you change your billing limit.

apps/webapp/app/components/billing/BillingLimitConfigSection.tsx

@@ -7,6 +7,7 @@ import { z } from "zod";
 import { getBillingLimitMode } from "~/components/billing/billingAlertsFormat";
 import { formatGracePeriodMs } from "~/components/billing/billingLimitFormat";
 import { AnimatedCallout } from "~/components/primitives/AnimatedCallout";
+import { Callout } from "~/components/primitives/Callout";
 import { Button } from "~/components/primitives/Buttons";
 import { CheckboxWithLabel } from "~/components/primitives/Checkbox";
 import { Fieldset } from "~/components/primitives/Fieldset";
@@ -51,10 +52,14 @@ type BillingLimitActionData = {
 
 export function isBillingLimitFormDirty(input: {
   billingLimit: BillingLimitResult;
-  mode: "none" | "plan" | "custom";
+  mode: "" | "none" | "plan" | "custom";
   customAmount: string;
   cancelInProgressRuns: boolean;
 }): boolean {
+  if (input.mode === "") {
+    return false;
+  }
+
   const needsInitialSave = !input.billingLimit.isConfigured;
   const savedMode = getBillingLimitMode(input.billingLimit);
   const savedCustomAmount =
@@ -75,7 +80,7 @@ export function isBillingLimitFormDirty(input: {
 
 export function getBillingLimitFormLastSubmission(
   submission: BillingLimitActionData["submission"] | undefined,
-  mode: "none" | "plan" | "custom",
+  mode: "" | "none" | "plan" | "custom",
   isDirty: boolean
 ) {
   if (!isDirty || !submission) {
@@ -111,17 +116,20 @@ export function BillingLimitConfigSection({
       : "";
   const savedCancelInProgressRuns = billingLimit.isConfigured && billingLimit.cancelInProgressRuns;
 
-  const [mode, setMode] = useState<"none" | "plan" | "custom">(savedMode);
+  // Unconfigured limit starts with nothing selected.
+  const resetMode: "" | "none" | "plan" | "custom" = billingLimit.isConfigured ? savedMode : "";
+
+  const [mode, setMode] = useState<"" | "none" | "plan" | "custom">(resetMode);
   const [customAmount, setCustomAmount] = useState(savedCustomAmount);
   const [cancelInProgressRuns, setCancelInProgressRuns] = useState(savedCancelInProgressRuns);
   const customAmountInputRef = useRef<HTMLInputElement>(null);
   const formRef = useRef<HTMLFormElement>(null);
 
   useEffect(() => {
-    setMode(savedMode);
+    setMode(resetMode);
     setCustomAmount(savedCustomAmount);
     setCancelInProgressRuns(savedCancelInProgressRuns);
-  }, [savedMode, savedCustomAmount, savedCancelInProgressRuns]);
+  }, [resetMode, savedCustomAmount, savedCancelInProgressRuns]);
 
   function handleModeChange(value: string) {
     const nextMode = value as typeof mode;
@@ -183,6 +191,13 @@ export function BillingLimitConfigSection({
         </Paragraph>
       </div>
 
+      {!billingLimit.isConfigured && (
+        <Callout variant="warning" className="mb-3">
+          Configure a monthly billing limit below to cap your spend, or set no limit to let runs
+          keep going.
+        </Callout>
+      )}
+
       <Form method="post" {...getFormProps(form)} ref={formRef}>
         <input type="hidden" name="intent" value="billing-limit" />
         <Fieldset>
@@ -283,7 +298,7 @@ export function BillingLimitConfigSection({
             </div>
           </RadioGroup>
 
-          {mode !== "none" && (
+          {(mode === "plan" || mode === "custom") && (
             <CheckboxWithLabel
               className="mt-4"
               name="cancelInProgressRuns"
@@ -295,14 +310,16 @@ export function BillingLimitConfigSection({
               onChange={setCancelInProgressRuns}
             />
           )}
-          <FormButtons
-            className={isDirty ? undefined : "invisible"}
-            confirmButton={
-              <Button type="submit" variant="primary/small" disabled={!isDirty}>
-                Save billing limit
-              </Button>
-            }
-          />
+          {mode !== "" && (
+            <FormButtons
+              className={isDirty ? undefined : "invisible"}
+              confirmButton={
+                <Button type="submit" variant="primary/small" disabled={!isDirty}>
+                  Save billing limit
+                </Button>
+              }
+            />
+          )}
         </Fieldset>
       </Form>
     </div>

apps/webapp/app/components/billing/billingAlertsFormat.ts

@@ -208,6 +208,11 @@ export function isLegacyDollarAmountField(
     return false;
   }
 
+  // The exact $1 absolute base marker always wins, even with levels below 100 (e.g. a $5 alert).
+  if (rawAmount === ABSOLUTE_ALERT_BASE_CENTS) {
+    return false;
+  }
+
   if (!Number.isFinite(rawAmount) || rawAmount < 10) {
     return false;
   }
@@ -315,8 +320,9 @@ export function getAlertPreviewLimitCents(
   planLimitCents: number
 ): number {
   const amountCents = getSavedAlertAmountCents(alerts);
+  // Percentages always apply to the current limit, not the base stored at last save.
   if (amountCents > 0 && percentageAlertLevelsToUiThresholds(alerts.alertLevels).length > 0) {
-    return amountCents;
+    return effectiveLimitCents;
   }
   if (percentageAlertAmountMatches(amountCents, effectiveLimitCents, planLimitCents)) {
     return amountCents;

apps/webapp/app/models/organization.server.ts

@@ -6,15 +6,22 @@ import type {
   RuntimeEnvironment,
   User,
 } from "@trigger.dev/database";
+import { tryCatch } from "@trigger.dev/core/utils";
 import { customAlphabet } from "nanoid";
 import { generate } from "random-words";
 import slug from "slug";
 import { $replica, prisma, type PrismaClientOrTransaction } from "~/db.server";
 import { env } from "~/env.server";
 import { featuresForUrl } from "~/features.server";
 import { createApiKeyForEnv, createPkApiKeyForEnv, envSlug } from "./api-key.server";
-import { getDefaultEnvironmentConcurrencyLimit } from "~/services/platform.v3.server";
+import {
+  getDefaultEnvironmentConcurrencyLimit,
+  isBillingConfigured,
+  setBillingAlert,
+} from "~/services/platform.v3.server";
+import { buildDefaultBillingAlerts } from "~/services/billingAlertsDefaults.server";
 import { enqueueAttioWorkspaceSync } from "~/services/attio.server";
+import { logger } from "~/services/logger.server";
 import {
   applyBillingLimitPauseAfterEnvCreate,
   getInitialEnvPauseStateForBillingLimit,
@@ -122,9 +129,39 @@ export async function createOrganization(
     adminUserId: userId,
   });
 
+  // Awaited so the seed can't land after the user's first alert edit.
+  await seedDefaultBillingAlerts(organization.id);
+
   return { ...organization };
 }
 
+// The platform client has no request timeout; don't let a slow billing backend stall org creation.
+const SEED_ALERTS_TIMEOUT_MS = 5_000;
+
+/** Seed default billing alerts for a new org. Never fails org creation. */
+async function seedDefaultBillingAlerts(organizationId: string): Promise<void> {
+  if (!isBillingConfigured()) {
+    return;
+  }
+
+  let timer: NodeJS.Timeout | undefined;
+  const timeout = new Promise<never>((_, reject) => {
+    timer = setTimeout(() => reject(new Error("Timed out")), SEED_ALERTS_TIMEOUT_MS);
+  });
+
+  const [error] = await tryCatch(
+    Promise.race([setBillingAlert(organizationId, buildDefaultBillingAlerts()), timeout]).finally(
+      () => clearTimeout(timer)
+    )
+  );
+  if (error) {
+    logger.warn("Failed to seed default billing alerts for new org", {
+      organizationId,
+      error: error instanceof Error ? error.message : error,
+    });
+  }
+}
+
 export async function createEnvironment({
   organization,
   project,

apps/webapp/app/services/billingAlertsDefaults.server.ts

@@ -0,0 +1,17 @@
+import type { UpdateBillingAlertsRequest } from "@trigger.dev/platform";
+import { ABSOLUTE_ALERT_BASE_CENTS } from "~/components/billing/billingAlertsFormat";
+
+/** Default absolute alert thresholds in dollars. */
+const DEFAULT_ALERT_THRESHOLD_DOLLARS = [5, 100, 500, 1000, 2500];
+
+/**
+ * Alerts fire at `usage / amount >= level`; amount = 100 cents makes levels
+ * absolute dollar thresholds. Empty emails fall back to org admins.
+ */
+export function buildDefaultBillingAlerts(): UpdateBillingAlertsRequest {
+  return {
+    amount: ABSOLUTE_ALERT_BASE_CENTS,
+    emails: [],
+    alertLevels: [...DEFAULT_ALERT_THRESHOLD_DOLLARS],
+  };
+}

apps/webapp/test/billingAlertsDefaults.test.ts

@@ -0,0 +1,26 @@
+import { describe, expect, it } from "vitest";
+import { buildDefaultBillingAlerts } from "~/services/billingAlertsDefaults.server";
+import { ABSOLUTE_ALERT_BASE_CENTS } from "~/components/billing/billingAlertsFormat";
+
+describe("buildDefaultBillingAlerts", () => {
+  it("uses the absolute dollar base so alert levels read as dollar thresholds", () => {
+    expect(buildDefaultBillingAlerts().amount).toBe(ABSOLUTE_ALERT_BASE_CENTS);
+    expect(buildDefaultBillingAlerts().amount).toBe(100);
+  });
+
+  it("starts with no recipients so the platform falls back to org members", () => {
+    expect(buildDefaultBillingAlerts().emails).toEqual([]);
+  });
+
+  it("seeds the default dollar alert thresholds", () => {
+    expect(buildDefaultBillingAlerts().alertLevels).toEqual([5, 100, 500, 1000, 2500]);
+  });
+
+  it("returns a fresh alertLevels array each call (no shared mutable state)", () => {
+    const first = buildDefaultBillingAlerts();
+    const second = buildDefaultBillingAlerts();
+    expect(first.alertLevels).not.toBe(second.alertLevels);
+    first.alertLevels.push(9999);
+    expect(second.alertLevels).toEqual([5, 100, 500, 1000, 2500]);
+  });
+});

apps/webapp/test/billingAlertsFormat.test.ts

@@ -90,6 +90,19 @@ describe("billingAlertsFormat", () => {
     ).toBe(10_000);
   });
 
+  it("previews saved percentage alerts against the current limit after it changes", () => {
+    // Percentage alerts saved against a $30 custom limit, limit later raised to $300.
+    const alerts = { amount: 30, emails: [], alertLevels: [0.75, 1.0] };
+
+    expect(getAlertPreviewLimitCents(alerts, 30_000, 10_000)).toBe(30_000);
+    expect(
+      previewDollarAmountForPercent(100, getAlertPreviewLimitCents(alerts, 30_000, 10_000))
+    ).toBe(300);
+    expect(
+      previewDollarAmountForPercent(75, getAlertPreviewLimitCents(alerts, 30_000, 10_000))
+    ).toBe(225);
+  });
+
   it("normalizes legacy API alerts with dollar amount field and whole percents", () => {
     expect(
       normalizeBillingAlertsFromApi(
@@ -150,6 +163,22 @@ describe("billingAlertsFormat", () => {
     );
   });
 
+  it("keeps seeded absolute defaults absolute when the plan limit is exactly $100", () => {
+    const normalized = normalizeBillingAlertsFromApi(
+      {
+        amount: 100,
+        emails: [],
+        alertLevels: [5, 100, 500, 1000, 2500],
+      },
+      { planLimitCents: 10_000, effectiveLimitCents: 10_000 }
+    );
+
+    expect(normalized.amount).toBe(1);
+    expect(storedAlertsToThresholds(normalized, "none", 10_000, 10_000)).toEqual([
+      5, 100, 500, 1000, 2500,
+    ]);
+  });
+
   it("normalizes cents-based alerts with whole-number levels when amount matches limit", () => {
     const normalized = normalizeBillingAlertsFromApi(
       {
@@ -173,14 +202,14 @@ describe("billingAlertsFormat", () => {
     expect(
       normalizeBillingAlertsFromApi(
         {
-          amount: 100,
+          amount: 300,
           emails: [],
           alertLevels: [10, 50, 80],
         },
-        { planLimitCents: 10_000, effectiveLimitCents: 10_000 }
+        { planLimitCents: 30_000, effectiveLimitCents: 30_000 }
       )
     ).toEqual({
-      amount: 100,
+      amount: 300,
       emails: [],
       alertLevels: [10, 50, 80],
     });

apps/webapp/test/billingLimitsRoute.test.ts

@@ -266,6 +266,27 @@ describe("isBillingLimitFormDirty", () => {
     gracePeriodMs: 86_400_000,
   };
 
+  it("is not dirty when no mode is selected, regardless of other inputs", () => {
+    expect(
+      isBillingLimitFormDirty({
+        billingLimit: unconfiguredLimit,
+        mode: "",
+        customAmount: "999.00",
+        cancelInProgressRuns: true,
+      })
+    ).toBe(false);
+
+    // Even a configured limit stays clean while the form has no selection.
+    expect(
+      isBillingLimitFormDirty({
+        billingLimit: configuredPlanLimit,
+        mode: "",
+        customAmount: "50.00",
+        cancelInProgressRuns: true,
+      })
+    ).toBe(false);
+  });
+
   it("is dirty when billing limit has never been saved", () => {
     expect(
       isBillingLimitFormDirty({
@@ -277,6 +298,26 @@ describe("isBillingLimitFormDirty", () => {
     ).toBe(true);
   });
 
+  it("is dirty when an unconfigured limit picks a real mode (initial save)", () => {
+    expect(
+      isBillingLimitFormDirty({
+        billingLimit: unconfiguredLimit,
+        mode: "plan",
+        customAmount: "",
+        cancelInProgressRuns: false,
+      })
+    ).toBe(true);
+
+    expect(
+      isBillingLimitFormDirty({
+        billingLimit: unconfiguredLimit,
+        mode: "custom",
+        customAmount: "100.00",
+        cancelInProgressRuns: false,
+      })
+    ).toBe(true);
+  });
+
   it("is clean when configured values match saved state", () => {
     expect(
       isBillingLimitFormDirty({