def do_change_plan_status(plan: CustomerPlan, status: int) -> None:
plan.status = status
plan.save(update_fields=["status"])
billing_logger.info(
"Change plan status: Customer.id: %s, CustomerPlan.id: %s, status: %s",
plan.customer.id,
plan.id,
status,
)
def process_downgrade(plan: CustomerPlan) -> None:
from zerver.lib.actions import do_change_plan_type
assert plan.customer.realm is not None
do_change_plan_type(plan.customer.realm,
Realm.PLAN_TYPE_LIMITED,
acting_user=None)
plan.status = CustomerPlan.ENDED
plan.save(update_fields=["status"])
def make_end_of_cycle_updates_if_needed(
plan: CustomerPlan, event_time: datetime) -> Optional[LicenseLedger]:
last_ledger_entry = LicenseLedger.objects.filter(
plan=plan).order_by('-id').first()
last_renewal = LicenseLedger.objects.filter(plan=plan, is_renewal=True) \
.order_by('-id').first().event_time
next_billing_cycle = start_of_next_billing_cycle(plan, last_renewal)
if next_billing_cycle <= event_time:
if plan.status == CustomerPlan.ACTIVE:
return LicenseLedger.objects.create(
plan=plan,
is_renewal=True,
event_time=next_billing_cycle,
licenses=last_ledger_entry.licenses_at_next_renewal,
licenses_at_next_renewal=last_ledger_entry.
licenses_at_next_renewal)
if plan.status == CustomerPlan.FREE_TRIAL:
plan.invoiced_through = last_ledger_entry
assert (plan.next_invoice_date is not None)
plan.billing_cycle_anchor = plan.next_invoice_date.replace(
microsecond=0)
plan.status = CustomerPlan.ACTIVE
plan.save(update_fields=[
"invoiced_through", "billing_cycle_anchor", "status"
])
return LicenseLedger.objects.create(
plan=plan,
is_renewal=True,
event_time=next_billing_cycle,
licenses=last_ledger_entry.licenses_at_next_renewal,
licenses_at_next_renewal=last_ledger_entry.
licenses_at_next_renewal)
if plan.status == CustomerPlan.DOWNGRADE_AT_END_OF_CYCLE:
process_downgrade(plan)
return None
return last_ledger_entry
def process_downgrade(plan: CustomerPlan) -> None:
from zerver.lib.actions import do_change_plan_type
do_change_plan_type(plan.customer.realm, Realm.LIMITED)
plan.status = CustomerPlan.ENDED
plan.save(update_fields=['status'])
def invoice_plan(plan: CustomerPlan, event_time: datetime) -> None:
if plan.invoicing_status == CustomerPlan.STARTED:
raise NotImplementedError(
'Plan with invoicing_status==STARTED needs manual resolution.')
make_end_of_cycle_updates_if_needed(plan, event_time)
assert (plan.invoiced_through is not None)
licenses_base = plan.invoiced_through.licenses
invoice_item_created = False
for ledger_entry in LicenseLedger.objects.filter(
plan=plan, id__gt=plan.invoiced_through.id,
event_time__lte=event_time).order_by('id'):
price_args: Dict[str, int] = {}
if ledger_entry.is_renewal:
if plan.fixed_price is not None:
price_args = {'amount': plan.fixed_price}
else:
assert (plan.price_per_license is not None) # needed for mypy
price_args = {
'unit_amount': plan.price_per_license,
'quantity': ledger_entry.licenses
}
description = "Zulip Standard - renewal"
elif ledger_entry.licenses != licenses_base:
assert (plan.price_per_license)
last_renewal = LicenseLedger.objects.filter(
plan=plan, is_renewal=True, event_time__lte=ledger_entry.event_time) \
.order_by('-id').first().event_time
period_end = start_of_next_billing_cycle(plan,
ledger_entry.event_time)
proration_fraction = (period_end - ledger_entry.event_time) / (
period_end - last_renewal)
price_args = {
'unit_amount':
int(plan.price_per_license * proration_fraction + .5),
'quantity':
ledger_entry.licenses - licenses_base
}
description = "Additional license ({} - {})".format(
ledger_entry.event_time.strftime('%b %-d, %Y'),
period_end.strftime('%b %-d, %Y'))
if price_args:
plan.invoiced_through = ledger_entry
plan.invoicing_status = CustomerPlan.STARTED
plan.save(update_fields=['invoicing_status', 'invoiced_through'])
idempotency_key: Optional[str] = 'ledger_entry:{}'.format(
ledger_entry.id)
if settings.TEST_SUITE:
idempotency_key = None
stripe.InvoiceItem.create(
currency='usd',
customer=plan.customer.stripe_customer_id,
description=description,
discountable=False,
period={
'start':
datetime_to_timestamp(ledger_entry.event_time),
'end':
datetime_to_timestamp(
start_of_next_billing_cycle(plan,
ledger_entry.event_time))
},
idempotency_key=idempotency_key,
**price_args)
invoice_item_created = True
plan.invoiced_through = ledger_entry
plan.invoicing_status = CustomerPlan.DONE
plan.save(update_fields=['invoicing_status', 'invoiced_through'])
licenses_base = ledger_entry.licenses
if invoice_item_created:
if plan.charge_automatically:
billing_method = 'charge_automatically'
days_until_due = None
else:
billing_method = 'send_invoice'
days_until_due = DEFAULT_INVOICE_DAYS_UNTIL_DUE
stripe_invoice = stripe.Invoice.create(
auto_advance=True,
billing=billing_method,
customer=plan.customer.stripe_customer_id,
days_until_due=days_until_due,
statement_descriptor='Zulip Standard')
stripe.Invoice.finalize_invoice(stripe_invoice)
plan.next_invoice_date = next_invoice_date(plan)
plan.save(update_fields=['next_invoice_date'])
def invoice_plan(plan: CustomerPlan, event_time: datetime) -> None:
if plan.invoicing_status == CustomerPlan.STARTED:
raise NotImplementedError('Plan with invoicing_status==STARTED needs manual resolution.')
add_plan_renewal_to_license_ledger_if_needed(plan, event_time)
assert(plan.invoiced_through is not None)
licenses_base = plan.invoiced_through.licenses
invoice_item_created = False
for ledger_entry in LicenseLedger.objects.filter(plan=plan, id__gt=plan.invoiced_through.id,
event_time__lte=event_time).order_by('id'):
price_args = {} # type: Dict[str, int]
if ledger_entry.is_renewal:
if plan.fixed_price is not None:
price_args = {'amount': plan.fixed_price}
else:
assert(plan.price_per_license is not None) # needed for mypy
price_args = {'unit_amount': plan.price_per_license,
'quantity': ledger_entry.licenses}
description = "Zulip Standard - renewal"
elif ledger_entry.licenses != licenses_base:
assert(plan.price_per_license)
last_renewal = LicenseLedger.objects.filter(
plan=plan, is_renewal=True, event_time__lte=ledger_entry.event_time) \
.order_by('-id').first().event_time
period_end = next_renewal_date(plan, ledger_entry.event_time)
proration_fraction = (period_end - ledger_entry.event_time) / (period_end - last_renewal)
price_args = {'unit_amount': int(plan.price_per_license * proration_fraction + .5),
'quantity': ledger_entry.licenses - licenses_base}
description = "Additional license ({} - {})".format(
ledger_entry.event_time.strftime('%b %-d, %Y'), period_end.strftime('%b %-d, %Y'))
if price_args:
plan.invoiced_through = ledger_entry
plan.invoicing_status = CustomerPlan.STARTED
plan.save(update_fields=['invoicing_status', 'invoiced_through'])
idempotency_key = 'ledger_entry:{}'.format(ledger_entry.id) # type: Optional[str]
if settings.TEST_SUITE:
idempotency_key = None
stripe.InvoiceItem.create(
currency='usd',
customer=plan.customer.stripe_customer_id,
description=description,
discountable=False,
period = {'start': datetime_to_timestamp(ledger_entry.event_time),
'end': datetime_to_timestamp(next_renewal_date(plan, ledger_entry.event_time))},
idempotency_key=idempotency_key,
**price_args)
invoice_item_created = True
plan.invoiced_through = ledger_entry
plan.invoicing_status = CustomerPlan.DONE
plan.save(update_fields=['invoicing_status', 'invoiced_through'])
licenses_base = ledger_entry.licenses
if invoice_item_created:
if plan.charge_automatically:
billing_method = 'charge_automatically'
days_until_due = None
else:
billing_method = 'send_invoice'
days_until_due = DEFAULT_INVOICE_DAYS_UNTIL_DUE
stripe_invoice = stripe.Invoice.create(
auto_advance=True,
billing=billing_method,
customer=plan.customer.stripe_customer_id,
days_until_due=days_until_due,
statement_descriptor='Zulip Standard')
stripe.Invoice.finalize_invoice(stripe_invoice)
plan.next_invoice_date = next_invoice_date(plan)
plan.save(update_fields=['next_invoice_date'])
def make_end_of_cycle_updates_if_needed(
plan: CustomerPlan, event_time: datetime
) -> Tuple[Optional[CustomerPlan], Optional[LicenseLedger]]:
last_ledger_entry = LicenseLedger.objects.filter(
plan=plan).order_by('-id').first()
last_renewal = LicenseLedger.objects.filter(plan=plan, is_renewal=True) \
.order_by('-id').first().event_time
next_billing_cycle = start_of_next_billing_cycle(plan, last_renewal)
if next_billing_cycle <= event_time:
if plan.status == CustomerPlan.ACTIVE:
return None, LicenseLedger.objects.create(
plan=plan,
is_renewal=True,
event_time=next_billing_cycle,
licenses=last_ledger_entry.licenses_at_next_renewal,
licenses_at_next_renewal=last_ledger_entry.
licenses_at_next_renewal)
if plan.status == CustomerPlan.FREE_TRIAL:
plan.invoiced_through = last_ledger_entry
assert (plan.next_invoice_date is not None)
plan.billing_cycle_anchor = plan.next_invoice_date.replace(
microsecond=0)
plan.status = CustomerPlan.ACTIVE
plan.save(update_fields=[
"invoiced_through", "billing_cycle_anchor", "status"
])
return None, LicenseLedger.objects.create(
plan=plan,
is_renewal=True,
event_time=next_billing_cycle,
licenses=last_ledger_entry.licenses_at_next_renewal,
licenses_at_next_renewal=last_ledger_entry.
licenses_at_next_renewal)
if plan.status == CustomerPlan.SWITCH_TO_ANNUAL_AT_END_OF_CYCLE:
if plan.fixed_price is not None: # nocoverage
raise NotImplementedError(
"Can't switch fixed priced monthly plan to annual.")
plan.status = CustomerPlan.ENDED
plan.save(update_fields=["status"])
discount = plan.customer.default_discount or plan.discount
_, _, _, price_per_license = compute_plan_parameters(
automanage_licenses=plan.automanage_licenses,
billing_schedule=CustomerPlan.ANNUAL,
discount=plan.discount)
new_plan = CustomerPlan.objects.create(
customer=plan.customer,
billing_schedule=CustomerPlan.ANNUAL,
automanage_licenses=plan.automanage_licenses,
charge_automatically=plan.charge_automatically,
price_per_license=price_per_license,
discount=discount,
billing_cycle_anchor=next_billing_cycle,
tier=plan.tier,
status=CustomerPlan.ACTIVE,
next_invoice_date=next_billing_cycle,
invoiced_through=None,
invoicing_status=CustomerPlan.INITIAL_INVOICE_TO_BE_SENT,
)
new_plan_ledger_entry = LicenseLedger.objects.create(
plan=new_plan,
is_renewal=True,
event_time=next_billing_cycle,
licenses=last_ledger_entry.licenses_at_next_renewal,
licenses_at_next_renewal=last_ledger_entry.
licenses_at_next_renewal)
RealmAuditLog.objects.create(
realm=new_plan.customer.realm,
event_time=event_time,
event_type=RealmAuditLog.
CUSTOMER_SWITCHED_FROM_MONTHLY_TO_ANNUAL_PLAN,
extra_data=orjson.dumps({
"monthly_plan_id": plan.id,
"annual_plan_id": new_plan.id,
}).decode())
return new_plan, new_plan_ledger_entry
if plan.status == CustomerPlan.DOWNGRADE_AT_END_OF_CYCLE:
process_downgrade(plan)
return None, None
return None, last_ledger_entry
def invoice_plan(plan: CustomerPlan, event_time: datetime) -> None:
if plan.invoicing_status == CustomerPlan.STARTED:
raise NotImplementedError("Plan with invoicing_status==STARTED needs manual resolution.")
if not plan.customer.stripe_customer_id:
assert plan.customer.realm is not None
raise BillingError(
f"Realm {plan.customer.realm.string_id} has a paid plan without a Stripe customer."
)
make_end_of_cycle_updates_if_needed(plan, event_time)
if plan.invoicing_status == CustomerPlan.INITIAL_INVOICE_TO_BE_SENT:
invoiced_through_id = -1
licenses_base = None
else:
assert plan.invoiced_through is not None
licenses_base = plan.invoiced_through.licenses
invoiced_through_id = plan.invoiced_through.id
invoice_item_created = False
for ledger_entry in LicenseLedger.objects.filter(
plan=plan, id__gt=invoiced_through_id, event_time__lte=event_time
).order_by("id"):
price_args: Dict[str, int] = {}
if ledger_entry.is_renewal:
if plan.fixed_price is not None:
price_args = {"amount": plan.fixed_price}
else:
assert plan.price_per_license is not None # needed for mypy
price_args = {
"unit_amount": plan.price_per_license,
"quantity": ledger_entry.licenses,
}
description = f"{plan.name} - renewal"
elif licenses_base is not None and ledger_entry.licenses != licenses_base:
assert plan.price_per_license
last_ledger_entry_renewal = (
LicenseLedger.objects.filter(
plan=plan, is_renewal=True, event_time__lte=ledger_entry.event_time
)
.order_by("-id")
.first()
)
assert last_ledger_entry_renewal is not None
last_renewal = last_ledger_entry_renewal.event_time
billing_period_end = start_of_next_billing_cycle(plan, ledger_entry.event_time)
plan_renewal_or_end_date = get_plan_renewal_or_end_date(plan, ledger_entry.event_time)
proration_fraction = (plan_renewal_or_end_date - ledger_entry.event_time) / (
billing_period_end - last_renewal
)
price_args = {
"unit_amount": int(plan.price_per_license * proration_fraction + 0.5),
"quantity": ledger_entry.licenses - licenses_base,
}
description = "Additional license ({} - {})".format(
ledger_entry.event_time.strftime("%b %-d, %Y"),
plan_renewal_or_end_date.strftime("%b %-d, %Y"),
)
if price_args:
plan.invoiced_through = ledger_entry
plan.invoicing_status = CustomerPlan.STARTED
plan.save(update_fields=["invoicing_status", "invoiced_through"])
stripe.InvoiceItem.create(
currency="usd",
customer=plan.customer.stripe_customer_id,
description=description,
discountable=False,
period={
"start": datetime_to_timestamp(ledger_entry.event_time),
"end": datetime_to_timestamp(
get_plan_renewal_or_end_date(plan, ledger_entry.event_time)
),
},
idempotency_key=get_idempotency_key(ledger_entry),
**price_args,
)
invoice_item_created = True
plan.invoiced_through = ledger_entry
plan.invoicing_status = CustomerPlan.DONE
plan.save(update_fields=["invoicing_status", "invoiced_through"])
licenses_base = ledger_entry.licenses
if invoice_item_created:
if plan.charge_automatically:
collection_method = "charge_automatically"
days_until_due = None
else:
collection_method = "send_invoice"
days_until_due = DEFAULT_INVOICE_DAYS_UNTIL_DUE
stripe_invoice = stripe.Invoice.create(
auto_advance=True,
collection_method=collection_method,
customer=plan.customer.stripe_customer_id,
days_until_due=days_until_due,
statement_descriptor=plan.name,
)
stripe.Invoice.finalize_invoice(stripe_invoice)
plan.next_invoice_date = next_invoice_date(plan)
plan.save(update_fields=["next_invoice_date"])
def make_end_of_cycle_updates_if_needed(
plan: CustomerPlan, event_time: datetime
) -> Tuple[Optional[CustomerPlan], Optional[LicenseLedger]]:
last_ledger_entry = LicenseLedger.objects.filter(plan=plan).order_by("-id").first()
last_ledger_renewal = (
LicenseLedger.objects.filter(plan=plan, is_renewal=True).order_by("-id").first()
)
assert last_ledger_renewal is not None
last_renewal = last_ledger_renewal.event_time
if plan.is_free_trial() or plan.status == CustomerPlan.SWITCH_NOW_FROM_STANDARD_TO_PLUS:
assert plan.next_invoice_date is not None
next_billing_cycle = plan.next_invoice_date
else:
next_billing_cycle = start_of_next_billing_cycle(plan, last_renewal)
if next_billing_cycle <= event_time and last_ledger_entry is not None:
licenses_at_next_renewal = last_ledger_entry.licenses_at_next_renewal
assert licenses_at_next_renewal is not None
if plan.status == CustomerPlan.ACTIVE:
return None, LicenseLedger.objects.create(
plan=plan,
is_renewal=True,
event_time=next_billing_cycle,
licenses=licenses_at_next_renewal,
licenses_at_next_renewal=licenses_at_next_renewal,
)
if plan.is_free_trial():
plan.invoiced_through = last_ledger_entry
plan.billing_cycle_anchor = next_billing_cycle.replace(microsecond=0)
plan.status = CustomerPlan.ACTIVE
plan.save(update_fields=["invoiced_through", "billing_cycle_anchor", "status"])
return None, LicenseLedger.objects.create(
plan=plan,
is_renewal=True,
event_time=next_billing_cycle,
licenses=licenses_at_next_renewal,
licenses_at_next_renewal=licenses_at_next_renewal,
)
if plan.status == CustomerPlan.SWITCH_TO_ANNUAL_AT_END_OF_CYCLE:
if plan.fixed_price is not None: # nocoverage
raise NotImplementedError("Can't switch fixed priced monthly plan to annual.")
plan.status = CustomerPlan.ENDED
plan.save(update_fields=["status"])
discount = plan.customer.default_discount or plan.discount
_, _, _, price_per_license = compute_plan_parameters(
tier=plan.tier,
automanage_licenses=plan.automanage_licenses,
billing_schedule=CustomerPlan.ANNUAL,
discount=plan.discount,
)
new_plan = CustomerPlan.objects.create(
customer=plan.customer,
billing_schedule=CustomerPlan.ANNUAL,
automanage_licenses=plan.automanage_licenses,
charge_automatically=plan.charge_automatically,
price_per_license=price_per_license,
discount=discount,
billing_cycle_anchor=next_billing_cycle,
tier=plan.tier,
status=CustomerPlan.ACTIVE,
next_invoice_date=next_billing_cycle,
invoiced_through=None,
invoicing_status=CustomerPlan.INITIAL_INVOICE_TO_BE_SENT,
)
new_plan_ledger_entry = LicenseLedger.objects.create(
plan=new_plan,
is_renewal=True,
event_time=next_billing_cycle,
licenses=licenses_at_next_renewal,
licenses_at_next_renewal=licenses_at_next_renewal,
)
realm = new_plan.customer.realm
assert realm is not None
RealmAuditLog.objects.create(
realm=realm,
event_time=event_time,
event_type=RealmAuditLog.CUSTOMER_SWITCHED_FROM_MONTHLY_TO_ANNUAL_PLAN,
extra_data=orjson.dumps(
{
"monthly_plan_id": plan.id,
"annual_plan_id": new_plan.id,
}
).decode(),
)
return new_plan, new_plan_ledger_entry
if plan.status == CustomerPlan.SWITCH_NOW_FROM_STANDARD_TO_PLUS:
standard_plan = plan
standard_plan.end_date = next_billing_cycle
standard_plan.status = CustomerPlan.ENDED
standard_plan.save(update_fields=["status", "end_date"])
(_, _, _, plus_plan_price_per_license) = compute_plan_parameters(
CustomerPlan.PLUS,
standard_plan.automanage_licenses,
standard_plan.billing_schedule,
standard_plan.customer.default_discount,
)
plus_plan_billing_cycle_anchor = standard_plan.end_date.replace(microsecond=0)
plus_plan = CustomerPlan.objects.create(
customer=standard_plan.customer,
status=CustomerPlan.ACTIVE,
automanage_licenses=standard_plan.automanage_licenses,
charge_automatically=standard_plan.charge_automatically,
price_per_license=plus_plan_price_per_license,
discount=standard_plan.customer.default_discount,
billing_schedule=standard_plan.billing_schedule,
tier=CustomerPlan.PLUS,
billing_cycle_anchor=plus_plan_billing_cycle_anchor,
invoicing_status=CustomerPlan.INITIAL_INVOICE_TO_BE_SENT,
next_invoice_date=plus_plan_billing_cycle_anchor,
)
standard_plan_last_ledger = (
LicenseLedger.objects.filter(plan=standard_plan).order_by("id").last()
)
licenses_for_plus_plan = standard_plan_last_ledger.licenses_at_next_renewal
plus_plan_ledger_entry = LicenseLedger.objects.create(
plan=plus_plan,
is_renewal=True,
event_time=plus_plan_billing_cycle_anchor,
licenses=licenses_for_plus_plan,
licenses_at_next_renewal=licenses_for_plus_plan,
)
return plus_plan, plus_plan_ledger_entry
if plan.status == CustomerPlan.DOWNGRADE_AT_END_OF_CYCLE:
process_downgrade(plan)
return None, None
return None, last_ledger_entry
