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ref: Plan query optimizations #1131

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Feb 5, 2025
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ref: Plan query optimizations #1131

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f684472
some query optimizations for payments with test updates
ajay-sentry Feb 5, 2025
7425e16
PR comments
ajay-sentry Feb 5, 2025
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10 changes: 6 additions & 4 deletions api/internal/owner/serializers.py
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Original file line number Diff line number Diff line change
Expand Up @@ -339,11 +339,13 @@ def update(self, instance: Owner, validated_data: Dict[str, Any]) -> object:
instance, desired_plan
)

sentry_plans = Plan.objects.filter(
tier__tier_name=TierName.SENTRY.value, is_active=True
).values_list("name", flat=True)
plan = (
Plan.objects.select_related("tier")
.filter(name=desired_plan["value"])
.first()
)

if desired_plan["value"] in sentry_plans:
if plan and plan.tier.tier_name == TierName.SENTRY.value:
current_owner = self.context["view"].request.current_owner
send_sentry_webhook(current_owner, instance)

Expand Down
88 changes: 54 additions & 34 deletions services/billing.py
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Original file line number Diff line number Diff line change
Expand Up @@ -316,17 +316,33 @@ def get_schedule(self, owner: Owner):
return stripe.SubscriptionSchedule.retrieve(subscription_schedule_id)

@_log_stripe_error
def modify_subscription(self, owner, desired_plan):
def modify_subscription(self, owner: Owner, desired_plan: dict):
desired_plan_info = Plan.objects.filter(name=desired_plan["value"]).first()
if not desired_plan_info:
log.error(
f"Plan {desired_plan['value']} not found",
extra=dict(owner_id=owner.ownerid),
)
return

subscription = stripe.Subscription.retrieve(owner.stripe_subscription_id)
proration_behavior = self._get_proration_params(owner, desired_plan)
proration_behavior = self._get_proration_params(
owner,
desired_plan_info=desired_plan_info,
desired_quantity=desired_plan["quantity"],
)
subscription_schedule_id = subscription.schedule

# proration_behavior indicates whether we immediately invoice a user or not. We only immediately
# invoice a user if the user increases the number of seats or if the plan changes from monthly to yearly.
# An increase in seats and/or plan implies the user is upgrading, hence 'is_upgrading' is a consequence
# of proration_behavior providing an invoice, in this case, != "none"
# TODO: change this to "self._is_upgrading_seats(owner, desired_plan) or self._is_extending_term(owner, desired_plan)"
is_upgrading = True if proration_behavior != "none" else False
is_upgrading = (
True
if proration_behavior != "none" and desired_plan_info.stripe_id
else False
)

# Divide logic bw immediate updates and scheduled updates
# Immediate updates: when user upgrades seats or plan
Expand All @@ -335,15 +351,6 @@ def modify_subscription(self, owner, desired_plan):
# Scheduled updates: when the user decreases seats or plan
# If the user is not in a schedule, create a schedule
# If the user is in a schedule, update the existing schedule

plan = Plan.objects.filter(name=desired_plan["value"]).first()
if not plan or not plan.stripe_id:
log.error(
f"Plan {desired_plan['value']} not found",
extra=dict(owner_id=owner.ownerid),
)
return

if is_upgrading:
if subscription_schedule_id:
log.info(
Expand All @@ -360,7 +367,7 @@ def modify_subscription(self, owner, desired_plan):
items=[
{
"id": subscription["items"]["data"][0]["id"],
"plan": plan.stripe_id,
"plan": desired_plan_info.stripe_id,
"quantity": desired_plan["quantity"],
}
],
Expand Down Expand Up @@ -404,7 +411,11 @@ def modify_subscription(self, owner, desired_plan):
)

def _modify_subscription_schedule(
self, owner: Owner, subscription, subscription_schedule_id, desired_plan
self,
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just some types

owner: Owner,
subscription: stripe.Subscription,
subscription_schedule_id: str,
desired_plan: dict,
):
current_subscription_start_date = subscription["current_period_start"]
current_subscription_end_date = subscription["current_period_end"]
Expand Down Expand Up @@ -453,20 +464,18 @@ def _modify_subscription_schedule(
metadata=self._get_checkout_session_and_subscription_metadata(owner),
)

def _is_upgrading_seats(self, owner: Owner, desired_plan: dict) -> bool:
def _is_upgrading_seats(self, owner: Owner, desired_quantity: int) -> bool:
"""
Returns `True` if purchasing more seats.
"""
return bool(
owner.plan_user_count and owner.plan_user_count < desired_plan["quantity"]
)
return bool(owner.plan_user_count and owner.plan_user_count < desired_quantity)

def _is_extending_term(self, owner: Owner, desired_plan: dict) -> bool:
def _is_extending_term(
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swap this to just the two plan references

self, current_plan_info: Plan, desired_plan_info: Plan
) -> bool:
"""
Returns `True` if switching from monthly to yearly plan.
"""
current_plan_info = Plan.objects.get(name=owner.plan)
desired_plan_info = Plan.objects.get(name=desired_plan["value"])

return bool(
current_plan_info
Expand All @@ -475,23 +484,24 @@ def _is_extending_term(self, owner: Owner, desired_plan: dict) -> bool:
and desired_plan_info.billing_rate == PlanBillingRate.YEARLY.value
)

def _is_similar_plan(self, owner: Owner, desired_plan: dict) -> bool:
def _is_similar_plan(
self,
owner: Owner,
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this one needs all 4 properties, the owner, both plan references, and the quantity

current_plan_info: Plan,
desired_plan_info: Plan,
desired_quantity: int,
) -> bool:
"""
Returns `True` if switching to a plan with similar term and seats.
"""
current_plan_info = Plan.objects.select_related("tier").get(name=owner.plan)
desired_plan_info = Plan.objects.select_related("tier").get(
name=desired_plan["value"]
)

is_same_term = (
current_plan_info
and desired_plan_info
and current_plan_info.billing_rate == desired_plan_info.billing_rate
)

is_same_seats = (
owner.plan_user_count and owner.plan_user_count == desired_plan["quantity"]
owner.plan_user_count and owner.plan_user_count == desired_quantity
)
# If from PRO to TEAM, then not a similar plan
if (
Expand All @@ -508,25 +518,35 @@ def _is_similar_plan(self, owner: Owner, desired_plan: dict) -> bool:

return bool(is_same_term and is_same_seats)

def _get_proration_params(self, owner: Owner, desired_plan: dict) -> str:
def _get_proration_params(
self, owner: Owner, desired_plan_info: Plan, desired_quantity: int
) -> str:
current_plan_info = Plan.objects.select_related("tier").get(name=owner.plan)
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where we're doing the current_plan_info query, the desired_plan one is one level up (saving us an extra query here)

if (
self._is_upgrading_seats(owner, desired_plan)
or self._is_extending_term(owner, desired_plan)
or self._is_similar_plan(owner, desired_plan)
self._is_upgrading_seats(owner=owner, desired_quantity=desired_quantity)
or self._is_extending_term(
current_plan_info=current_plan_info, desired_plan_info=desired_plan_info
)
or self._is_similar_plan(
owner=owner,
current_plan_info=current_plan_info,
desired_plan_info=desired_plan_info,
desired_quantity=desired_quantity,
)
):
return "always_invoice"
else:
return "none"

def _get_success_and_cancel_url(self, owner):
def _get_success_and_cancel_url(self, owner: Owner):
short_services = {"github": "gh", "bitbucket": "bb", "gitlab": "gl"}
base_path = f"/plan/{short_services[owner.service]}/{owner.username}"
success_url = f"{settings.CODECOV_DASHBOARD_URL}{base_path}?success"
cancel_url = f"{settings.CODECOV_DASHBOARD_URL}{base_path}?cancel"
return success_url, cancel_url

@_log_stripe_error
def create_checkout_session(self, owner: Owner, desired_plan):
def create_checkout_session(self, owner: Owner, desired_plan: dict):
success_url, cancel_url = self._get_success_and_cancel_url(owner)
log.info(
"Creating Stripe Checkout Session for owner",
Expand Down
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