Plan & Feature Matrix

Audience: admins, support engineers, sales engineering Difficulty: intermediate

What this covers

Every Solabooks feature flag, the plan tier(s) on which it is enabled by default, where it shows up in the UI, the backend gate (route middleware, policy, or controller authorize()), and any audit-flagged mismatch.

Sources of truth:

database/seeders/PlanFeatureSeeder.php — writes feature definitions to plan_features.
config/features.catalog.php (parent) — 108 entries, the central catalog.
database/seeders/ProjectPlanSeeder.php — per-tier feature_overrides.
config/finance_features.php (finance) — 88 features keys + 103 permission_map entries.

Solabooks plan tiers

Defined in database/seeders/ProjectPlanSeeder.php.

Tier slug	Display	Price	Max users	Max orgs
`standard`	Free	$0.00	2 / 2	1
`professional`	Professional	$25.00	5 / 5	unlimited
`premium`	Premium	$35.00	8 / 8	unlimited
`enterprise`	Enterprise	$100.00	unlimited	unlimited

Bundles (BundleSeeder.php) sum finance + inventory at the same tier slug to produce: Starter (standard), Business (premium), Enterprise (enterprise).

Feature flags by area

Each row gives the UI surface, the gate, and which plan turns it on. "Default" means the value declared in config/finance_features.php — plan tiers can override.

Core accounting & sales (always on at standard+)

Feature	App	Plans	UI Location	Backend gate	Notes
`tracker.chart_of_accounts`	Solabooks	all	Solabooks > Accounting > Chart of Accounts	route `accounts/`, `perm:accounts.`	default `true`
`tracker.manual_journals`	Solabooks	all	Solabooks > Accounting > Journal Entries	route `entries/`, `perm:journals.`	default `true`
`tracker.dashboard`	Solabooks	all	Solabooks > Dashboard	`feature:tracker.dashboard` on `/dashboard`	default `true`
`tracker.invoices`	Solabooks	all	Solabooks > Sales > Invoices	`feature:tracker.invoices` on `ar/invoices/*`	default `true`
`tracker.quotes_estimates`	Solabooks	all	Solabooks > Sales > Quotes	`feature:tracker.quotes_estimates` on `ar/quotes/*`	default `true`
`tracker.credit_notes`	Solabooks	all	Solabooks > Sales > Credit Notes	`feature:tracker.credit_notes`	default `true`
`tracker.sales_receipts`	Solabooks	all	Solabooks > Sales > Receipts	`feature:tracker.sales_receipts`	default `true`
`tracker.record_offline_payments`	Solabooks	all	Solabooks > Sales > Customer Payments	`feature:tracker.record_offline_payments`	default `true`
`tracker.bills`	Solabooks	all	Solabooks > Purchases > Bills	`feature:tracker.bills` on `ap/bills/*`	default `true`
`tracker.expenses_direct_pay`	Solabooks	all	Solabooks > Purchases > Expenses	`feature:tracker.expenses_direct_pay`	default `true`
`tracker.record_payments_made`	Solabooks	all	Solabooks > Purchases > Bill Payments	`feature:tracker.record_payments_made`	default `true`
`tracker.vendor_credits_debit_notes`	Solabooks	all	Solabooks > Purchases > Debit Notes	`feature:tracker.vendor_credits_debit_notes`	default `true`
`tracker.purchase_orders`	Solabooks	all	Solabooks > Purchases > Purchase Orders	`feature:tracker.purchase_orders` (+ `enable_purchase_orders`)	default `true`
`tracker.manage_items`	Solabooks	all	Solabooks > Inventory > Items	`feature:tracker.manage_items`	default `true`
`tracker.multiple_bank_credit_card_accounts`	Solabooks	all	Solabooks > Banking > Accounts	`feature:tracker.multiple_bank_credit_card_accounts`	default `true`
`tracker.import_bank_statements`	Solabooks	all	Solabooks > Banking > Imports	`feature:tracker.import_bank_statements`	default `true`
`tracker.bank_reconciliation`	Solabooks	all	Solabooks > Banking > Reconciliation	`feature:tracker.bank_reconciliation` (+ `bank_reconciliation_enabled`)	default `true`

Reports (default on)

Feature	App	Plans	UI	Gate
`tracker.profit_loss_report`	Solabooks	all	Reports > Financial > P&L	`feature:tracker.profit_loss_report`
`tracker.balance_sheet_report`	Solabooks	all	Reports > Financial > Balance Sheet	`feature:tracker.balance_sheet_report`
`tracker.trial_balance_report`	Solabooks	all	Reports > Financial > Trial Balance	`feature:tracker.trial_balance_report`
`tracker.cash_flow_report`	Solabooks	all	Reports > Financial > Cash Flow	`feature:tracker.cash_flow_report`
`tracker.tax_reports`	Solabooks	all	Reports > Tax	`feature:tracker.tax_reports`
`tracker.vat_returns`	Solabooks	all	Reports > VAT > Returns	`feature:tracker.vat_returns` (+ `vat_enabled`)
`tracker.sales_reports_by_customer_item`	Solabooks	all	Reports > Sales	`feature:tracker.sales_reports_by_customer_item`
`tracker.purchase_reports_by_supplier_item`	Solabooks	all	Reports > Purchases	`feature:tracker.purchase_reports_by_supplier_item`

Premium / paid-only (default `false`, enabled per plan)

Feature	App	Plans (default)	UI	Gate
`tracker.sales_orders`	Solabooks	premium+	AR > Sales Orders	`feature:tracker.sales_orders` + `sales.use_sales_orders`
`tracker.landed_costs`	Solabooks	premium+	AP > Landed Costs	`feature:tracker.landed_costs`
`tracker.track_mileage_expenses`	Solabooks	premium+	AP > Mileage	`feature:tracker.track_mileage_expenses`
`tracker.budgeting`	Solabooks	premium+	Reports > Budgets	`feature:tracker.budgeting`
`tracker.manage_projects`	Solabooks	premium+	Projects	`feature:tracker.manage_projects`
`tracker.project_tasks`	Solabooks	premium+	Projects > Tasks	`feature:tracker.project_tasks`
`tracker.project_revenue`	Solabooks	enterprise	Projects > Revenue	–
`tracker.project_profitability`	Solabooks	enterprise	Projects > Profitability	–
`tracker.timesheets`	Solabooks	premium+	Projects > Time	`feature:tracker.timesheets`
`tracker.time_approval`	Solabooks	premium+	Projects > Time Approval	`feature:tracker.time_approval`
`tracker.time_billing`	Solabooks	enterprise	Projects > Time Billing	–
`tracker.reporting_tags_dimensions`	Solabooks	premium+	Settings > Dimensions	`feature:tracker.reporting_tags_dimensions`
`tracker.custom_fields`	Solabooks	premium+	Settings > Custom Fields	`feature:tracker.custom_fields`
`tracker.custom_views`	Solabooks	premium+	(per-list)	–
`tracker.api_integration`	Solabooks	enterprise	Settings > API Access	`feature:tracker.api_integration` (+ `finance_api_enabled`)
`tracker.transaction_rules_auto_categorization`	Solabooks	premium+	Banking > Rules	–
`tracker.schedule_reports`	Solabooks	premium+	Reports > Scheduled	`feature:tracker.schedule_reports`
`tracker.recurring_invoices`, `tracker.recurring_bills`, `tracker.recurring_expenses`, `tracker.recurring_journals`	Solabooks	premium+	Recurring	–
`tracker.sales_approval_workflow`, `tracker.purchase_approval_workflow`	Solabooks	enterprise	Settings > Workflow	(+ `workflow_enabled`)
`tracker.workflow_rules`	Solabooks	enterprise	Admin > Workflow Rules	`feature:tracker.workflow_rules`
`tracker.base_currency_adjustments`	Solabooks	enterprise	Accounting > Base FX	(+ `multi_currency_enabled`)

Fixed Assets (premium tier-up)

tracker.fixed_assets, tracker.asset_depreciation, tracker.asset_disposals, tracker.asset_transfers, tracker.asset_reports, tracker.asset_approvals, tracker.asset_disposal_approval, tracker.asset_transfer_approval, tracker.asset_maintenance, tracker.asset_budgeting. Default false. Premium turns on the register; Enterprise turns on the approval and budgeting layers.

Org-level switches (independent of tier)

Feature	Default	Effect when off
`vat_enabled`	`true`	Hides all `tax.`, `vat_returns.`, `reports.vat.*`
`reverse_charge_enabled`	`false`	Hides `tax.reverse_charge`
`multi_currency_enabled`	`false`	Hides FX rates, base-currency adjustment
`period_locking_enabled`	`true`	Period lock/unlock unavailable
`bank_reconciliation_enabled`	`true`	Hides reconciliation, bank import, rules, templates
`inventory_enabled`	`true`	Hides inventory views
`inventory.reorder_point`	`false`	Hides reorder-point alerts
`pdf_templates_enabled`	`true`	Hides settings/PDF templates
`workflow_enabled`	`false`	Hides settings/workflow
`enable_purchase_orders`	`true`	Hides AP > Purchase Orders
`enable_po_approvals`, `enable_po_receiving`, `enable_3_way_match`	`false`	Inline PO workflow stages
`sales.use_sales_orders`	`false`	Hides AR > Sales Orders
`finance_api_enabled`	`false`	Hides Settings > API Access
`receipt_scan_enabled`	`true`	Hides OCR scan
`price_lists`, `multiple_price_lists`, `price_list_per_customer`, `price_list_on_transactions`, `advanced_pricing_rules`, `pricing_rules`, `quantity_pricing`, `customer_group_pricing`, `budgets_enabled`	`false`	Premium pricing/budget UI

Audit-flagged mismatches (Phase 1)

The Phase 1 audit ran a diff between the feature: middleware tokens in finance routes and the keys declared in config/finance_features.php. Seven feature keys are referenced as middleware but not declared in the features map:

Undeclared key	Where used	Impact
`finance.retainers`	`ar/retainers/*` route group	The `EnsureFinanceFeatureEnabled` middleware soft-fails on missing config. The route is effectively un-gated (or always-disabled). Behaviour needs confirmation in the middleware class.
`projects.ai_assistant`	projects AI helper page	Same
`projects.core`	project base routes	Same
`projects.members`	project member management	Same
`projects.tasks`	project task screens	Same
`projects.time_approval`	project time approvals	Same
`projects.time_tracking`	project time entries	Same

These keys do appear in the central catalog (config/features.catalog.php) but are missing from finance's local features map. The finance app reads its local map first, so unless the plan-feature snapshot explicitly carries the value, the gate behaviour is undefined. Fix: add the keys (with sensible defaults) to config/finance_features.php, or have the middleware fall back to the central catalog.

The audit also notes:

116 keys in finance's features map are not in the central catalog (mostly tracker entitlements that should live as plan overrides, not feature flags).
33 keys in the central catalog are not in finance's map (e.g. api_integration.enabled, max_price_lists, receipt_ocr_scans, the tracker.activity_log_audit_trail family). Some of these are limit-type (numeric) entitlements and may not need a finance-side flag.
130 of the 261 finance permission keys are not enforced by any perm: middleware token at the route layer. They may be checked in policies or @can directives, or they may be unreached.