Merge pull request #3916 from replicatedhq/amber/per-license-type-revenue-milestones

docs: add per-license-type filters for revenue recognition events

Author: AmberAlston

docs/reference/notifications-events-filters.md

@@ -46,7 +46,22 @@ When a vendor sends an Enterprise Portal invite to a user
 
 ### Enterprise Portal Access Granted
 
-When the first user accesses the Enterprise Portal for that customer team
+When a user accesses the Enterprise Portal for a customer team.
+
+The following table describes the available filters for the Enterprise Portal Access Granted event type:
+
+| Filter | Required | Options |
+|--------|----------|---------|
+| Application | No | Any application in your account |
+| Customer | No | Any customer for the selected application |
+| Access Method | No | Invite, Self-Signup, SAML JIT |
+| License Type | No | Paid, Trial, Community, Development |
+| Access Type | No | Any Access, First Access for Selected License Type |
+
+The **Access Type** filter controls whether the notification fires on every access or only on first-access milestones per license type:
+
+- **First Access for Selected License Type**: The notification fires the first time a user accesses the Enterprise Portal for a customer with a specific license type. Use this with the **License Type** filter to track access milestones per license type. For example, combining this with License Type "Paid" fires when a customer first accesses the portal on a paid license, even if they previously accessed it on a trial.
+- **Any Access** (default): The notification fires on every access event.
 
 ### Enterprise Portal User Joined
 
@@ -171,15 +186,16 @@ The following table describes the available filters for the Release Assets Downl
 | Customer | No | Any customer for the selected application |
 | License Type | No | Paid, Trial, Community, Development |
 | Asset Type | No | Helm Chart, Embedded Cluster Bundle, Proxy Registry Image |
-| Pull Type | No | First Pull Only, Any Pull |
+| Pull Type | No | First Pull Only, First Pull for Selected License Type, Any Pull |
 
-The **Pull Type** filter controls whether the notification fires on every pull or only the first time a customer pulls any software asset:
+The **Pull Type** filter controls whether the notification fires on every pull or only on first-pull milestones:
 
-- **First Pull Only**: The notification fires only when a customer pulls a release asset for the first time, across all asset types.
+- **First Pull Only**: The notification fires only when a customer pulls a release asset for the very first time, regardless of license type. If a customer first pulls on a trial license, this will not fire again when they convert to a paid license.
+- **First Pull for Selected License Type**: The notification fires the first time a customer pulls a release asset with a specific license type. Use this with the **License Type** filter to track milestones per license type. For example, combining this with License Type "Paid" fires the first time a customer pulls on a paid license, even if they previously pulled on a trial.
 - **Any Pull** (default): The notification fires on every pull. This is equivalent to leaving the filter unset, and all existing subscriptions behave this way.
 
 :::note
-First pull tracking is forward-only. Customers who pulled software before this feature shipped will have `is_first_customer_pull: false` on all subsequent pulls.
+First pull tracking is forward-only. Customers who pulled software before March 18, 2026 will have `is_first_customer_pull: false` on all subsequent pulls. Per-license-type milestones only track pulls that occur after March 27, 2026.
 :::
 
 ## Support events

docs/vendor/event-notifications-create.mdx

@@ -123,15 +123,19 @@ As a Development Leader, I want to be notified when a paid customer pulls releas
 
 ### Revenue operations: First software pull for revenue recognition
 
-As a Revenue Operations Manager, receive a notification the first time a customer retrieves software to record the exact revenue recognition timestamp.
+As a Revenue Operations Manager, receive a notification the first time a paid customer retrieves software to record the exact revenue recognition timestamp.
 
 - **Event Type:** Release Asset Downloaded
 - **Configuration:**
   - Filter - Application: Select your application
   - Filter - License Type: "Paid"
-  - Filter - Pull Type: "First Pull Only"
+  - Filter - Pull Type: "First Pull for Selected License Type"
 - **Delivery Method:** Webhook to your customer relationship management system
 
+:::note
+Use "First Pull for Selected License Type" rather than "First Pull Only" if customers may start on a trial before converting to a paid license. "First Pull Only" tracks the first-ever pull regardless of license type. If a customer pulls on a trial license first, the notification will not fire again after they convert to paid. "First Pull for Selected License Type" tracks milestones per license type. The notification fires the first time the customer pulls software with a paid license, even if they previously pulled on a trial.
+:::
+
 ### Support engineer: Unhealthy instance alert
 
 As a Support Engineer, you want to be notified when a customer instance has been in an unhealthy state for an extended period so that you can proactively reach out.