Due.plan is PROTECT -- a plan that has ever billed anyone can never
truly be removed, on purpose: amount/period_end/grace_until are
frozen on a Due precisely so a later change can't rewrite what was
actually charged, and losing the plan link off an old Due would do
exactly that to every historical invoice.
"Delete" therefore means one of two things, chosen automatically
(billing/services/plans.py):
- never billed anyone -> the row is removed outright.
- has billing history -> soft-deleted (Plan.deleted_at, is_active
off): hidden from every picker/listing via the new opt-in
Plan.objects.visible(), but the row survives so old invoices still
show what they were billed under.
Either way, every club currently on the plan is unsubscribed outright
-- its Subscription row deleted, not just its plan field cleared.
"No plan" was already a fully-understood state everywhere else in the
app, so this reuses it instead of inventing a new one.
Also handles the easy-to-miss second group: a club on a DIFFERENT
plan, mid-trial, configured to convert to the plan being deleted
(Subscription.post_trial_plan). Left alone that would try to convert
onto a hidden/gone plan later; instead that club's trial is ended now
(both trial fields cleared, per the CheckConstraint requiring them
together) so it needs a new plan picked by hand.
The confirmation screen is a real page, not a modal like every other
billing action -- naming exactly which clubs are affected, in both
groups, and that list can be long.
Implements BILLING.md. The architecture was sound -- snapshot-on-Due,
dated prices, asymmetric dry-run commands are all kept -- so this
fixes the three hardcoded assumptions rather than rewriting.
The real defect: grace ran from period_END, so an annual club used
the whole unpaid year plus 45 days (~410 days) before anything
switched it off. Grace now runs from the period START, and every
clock is per-plan.
- Tier -> Plan (+ TierPrice -> PlanPrice, and every FK). Migration
0004 is hand-written: run non-interactively, makemigrations emits
DeleteModel+CreateModel and drops every price, subscription and
due. Its two RemoveConstraints must come first, or SQLite's
table-rebuild tries to render a constraint over a just-renamed
column. Verified by round-tripping real rows through it.
- Plan gains duration_months / renewal_lead_days / grace_days /
is_trial, with CheckConstraints and a matching clean() so the form
reports an impossible plan instead of 500ing on IntegrityError.
- Existing dues keep their stored grace_until. Re-deriving it would
put the date in the past for every open annual period and archive
the entire paying customer base on the next --commit run.
- Trials take their length from the trial plan's own duration_months;
start_trial() loses its trial_months argument.
- New BillingNotice service drives a club-facing warning: every level
on the dashboard, and on every management page once urgent.
- send_billing_reminders emails club admins, once per escalation
level so a daily cron is not a daily email. SMTP settings are
env-driven and provider-agnostic; the backend defaults to console.
- Paying does not auto-restore an archived club -- the control panel
surfaces a Reactivate prompt instead, since a club can also be
archived by hand.
A club with no subscription yet can be started on a short trial (e.g.
2 months) from the control panel, on a tier picked up front for what
it switches to once the trial ends -- no manual follow-up needed. The
trial is a real billed period on a dedicated trial tier, reusing the
existing invoice/grace/archive machinery unchanged; the switch happens
in open_period() itself so it fires whether reached via the scheduled
renewal command or a platform admin's manual "Open period" click.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01R1gj3J1QPfP38XWpnpbFpy
Answers "does a plan renew itself?": until now, no — and that was a silent revenue
leak, not merely a missing convenience. A club whose period ended with its last due
PAID owes nothing, so dues_overdue() is empty, so archive_overdue_clubs never fires.
The club kept using the platform for free and no dashboard number went red, because
nothing was ever billed. The safety net only caught clubs you remembered to invoice.
`renew_subscriptions` (cron) issues the next period 30 days before the current one
ends, so the invoice lands before the period lapses and grace only matters for
genuine non-payers. It is idempotent by construction: a just-renewed club has a
latest period a year out, past the horizon, so a second run is a no-op.
It ACTS by default and previews with --dry-run — the opposite asymmetry to
archiving, and deliberately so. Archiving switches off a customer, so not-acting is
safe there; here, not-acting is the expensive failure, because an unbilled club is
also an unchased one. An unpriced tier fails that one club loudly (non-zero exit, so
cron mails you) without stopping the rest.
Opt-out per club via Subscription.auto_renew, mirroring auto_archive: off means you
invoice that club by hand. The dashboard gains a "renewals pending" count that
should sit at ~0 — a number here means cron has died and a club is about to go free,
which no other metric would reveal.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
RosterChief charging the clubs, which is a different domain from `shop` (a club
charging its members). Nothing here is club-scoped: these rows reference a Club,
they are not owned by one, and no club user ever sees them.
- Tier + TierPrice. Prices are dated, not keyed by year: a rate change is one row
with a future active_from, and price_on(day) answers "what was in force then".
A tier with no price yet returns None, which callers must treat as "cannot
bill" -- never as free.
- Due: one rolling-year period per club, with a 45-day grace tail. The tier and
the amount are SNAPSHOTS taken when the period opens. Raise the price and last
year's period must still say what was actually charged; reading it back through
the tier would silently rewrite financial history.
- DuePayment: partial payments accumulate. amount_paid is re-summed from the
payments on every change, never incremented -- an increment drifts the moment a
payment is deleted, and the drift still looks like money.
- Invoice: PDF via WeasyPrint, rendered on demand from the frozen snapshot. Only
the number is stored, in one platform-wide series (unlike the shop's per-club
order numbers), and re-issuing returns the existing one rather than burning a
number -- a gap in an invoice series is a question you don't want to answer.
WeasyPrint is imported lazily: it binds to native pango/cairo, and the app, the
tests and every other page must still run on a machine without them.
- archive_overdue_clubs reports by default and archives only with --commit. That
asymmetry is deliberate: this switches off paying customers, so a bad clock or a
cron misconfiguration should cost an email, not a morning of angry clubs. A club
with auto_archive off is spared entirely.
Renewal continues from the last period end, not from the payment date: a club that
pays two months late has still used those two months.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
