Plans
When to use this screen
Catalog of evaluation/funded plans, resumable orders, checkout modal. Query ?checkout=1 opens checkout from the header cart. Leaving the dashboard for /cart and /checkout is expected.
Who can open it / who to ping
Every trader. Cart badge on Plans when cart checkout is enabled.
Find the record
Rail Plans (/dashboard/get-funded/).
Happy path
- Pick a plan.
- If they have a resumable order, resume rather than creating a second payment.
- Complete checkout (card/PayPal). After success they should see the account on Accounts (broker create can lag).
- If payment captured but no account: staff Order Management / Failed Orders — do not take a second payment.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Add to cart / change item / clear / abandon | Shopping | Pending cart |
| Checkout execute / finalize / success | Pay | Charge + provision |
| Cancel transaction / pending cart | Abandoned unpaid | No charge |
If this fails
- Double charge: look at Billing order history before a new checkout.
- Country not allowed: allowed-countries list.
- 3DS / saved card: complete the hosted flow; do not close the tab.