fix: add renewal identification for credit flow (#12999)

enterprise/app/services/enterprise/billing/handle_stripe_event_service.rb

@@ -50,15 +50,19 @@ class Enterprise::Billing::HandleStripeEventService
     previous_usage = capture_previous_usage
     update_account_attributes(subscription, plan)
     update_plan_features
-    handle_subscription_credits(plan, previous_usage)
-    account.reset_response_usage
+
+    if billing_period_renewed?
+      ActiveRecord::Base.transaction do
+        handle_subscription_credits(plan, previous_usage)
+        account.reset_response_usage
+      end
+    elsif plan_changed?
+      handle_plan_change_credits(plan, previous_usage)
+    end
   end
 
   def capture_previous_usage
-    {
-      responses: account.custom_attributes['captain_responses_usage'].to_i,
-      monthly: current_plan_credits[:responses]
-    }
+    { responses: account.custom_attributes['captain_responses_usage'].to_i, monthly: current_plan_credits[:responses] }
   end
 
   def current_plan_credits
@@ -71,15 +75,15 @@ class Enterprise::Billing::HandleStripeEventService
   def update_account_attributes(subscription, plan)
     # https://stripe.com/docs/api/subscriptions/object
     account.update(
-      custom_attributes: {
-        stripe_customer_id: subscription.customer,
-        stripe_price_id: subscription['plan']['id'],
-        stripe_product_id: subscription['plan']['product'],
-        plan_name: plan['name'],
-        subscribed_quantity: subscription['quantity'],
-        subscription_status: subscription['status'],
-        subscription_ends_on: Time.zone.at(subscription['current_period_end'])
-      }
+      custom_attributes: account.custom_attributes.merge(
+        'stripe_customer_id' => subscription.customer,
+        'stripe_price_id' => subscription['plan']['id'],
+        'stripe_product_id' => subscription['plan']['product'],
+        'plan_name' => plan['name'],
+        'subscribed_quantity' => subscription['quantity'],
+        'subscription_status' => subscription['status'],
+        'subscription_ends_on' => Time.zone.at(subscription['current_period_end'])
+      )
     )
   end
 
@@ -131,6 +135,18 @@ class Enterprise::Billing::HandleStripeEventService
     account.update!(limits: current_limits.merge('captain_responses' => updated_credits))
   end
 
+  def handle_plan_change_credits(new_plan, previous_usage)
+    current_limits = account.limits || {}
+    current_credits = current_limits['captain_responses'].to_i
+
+    previous_plan_credits = previous_usage[:monthly]
+    new_plan_credits = get_plan_credits(new_plan['name'])[:responses]
+
+    updated_credits = current_credits - previous_plan_credits + new_plan_credits
+
+    account.update!(limits: current_limits.merge('captain_responses' => updated_credits))
+  end
+
   def get_plan_credits(plan_name)
     config = InstallationConfig.find_by(name: CAPTAIN_CLOUD_PLAN_LIMITS).value
     config = JSON.parse(config) if config.is_a?(String)
@@ -141,20 +157,12 @@ class Enterprise::Billing::HandleStripeEventService
     plan_name = account.custom_attributes['plan_name']
     return if plan_name.blank?
 
-    # Enable features based on plan hierarchy
     case plan_name
-    when 'Startups'
-      # Startups plan gets the basic features
-      account.enable_features(*STARTUP_PLAN_FEATURES)
+    when 'Startups' then account.enable_features(*STARTUP_PLAN_FEATURES)
     when 'Business'
-      # Business plan gets Startups features + Business features
-      account.enable_features(*STARTUP_PLAN_FEATURES)
-      account.enable_features(*BUSINESS_PLAN_FEATURES)
+      account.enable_features(*STARTUP_PLAN_FEATURES, *BUSINESS_PLAN_FEATURES)
     when 'Enterprise'
-      # Enterprise plan gets all features
-      account.enable_features(*STARTUP_PLAN_FEATURES)
-      account.enable_features(*BUSINESS_PLAN_FEATURES)
-      account.enable_features(*ENTERPRISE_PLAN_FEATURES)
+      account.enable_features(*STARTUP_PLAN_FEATURES, *BUSINESS_PLAN_FEATURES, *ENTERPRISE_PLAN_FEATURES)
     end
   end
 
@@ -162,6 +170,25 @@ class Enterprise::Billing::HandleStripeEventService
     @subscription ||= @event.data.object
   end
 
+  def previous_attributes
+    @previous_attributes ||= JSON.parse((@event.data.previous_attributes || {}).to_json)
+  end
+
+  def plan_changed?
+    return false if previous_attributes['plan'].blank?
+
+    previous_plan_id = previous_attributes.dig('plan', 'id')
+    current_plan_id = subscription['plan']['id']
+
+    previous_plan_id != current_plan_id
+  end
+
+  def billing_period_renewed?
+    return false if previous_attributes['current_period_start'].blank?
+
+    previous_attributes['current_period_start'] != subscription['current_period_start']
+  end
+
   def account
     @account ||= Account.where("custom_attributes->>'stripe_customer_id' = ?", subscription.customer).first
   end

spec/enterprise/services/enterprise/billing/handle_stripe_event_service_spec.rb

@@ -32,6 +32,7 @@ describe Enterprise::Billing::HandleStripeEventService do
     # Setup common subscription mocks
     allow(event).to receive(:data).and_return(data)
     allow(data).to receive(:object).and_return(subscription)
+    allow(data).to receive(:previous_attributes).and_return({})
     allow(subscription).to receive(:[]).with('quantity').and_return('10')
     allow(subscription).to receive(:[]).with('status').and_return('active')
     allow(subscription).to receive(:[]).with('current_period_end').and_return(1_686_567_520)
@@ -62,7 +63,7 @@ describe Enterprise::Billing::HandleStripeEventService do
       expect(account).not_to be_feature_enabled('audit_logs')
     end
 
-    it 'resets captain usage on subscription update' do
+    it 'resets captain usage on billing period renewal' do
       # Prime the account with some usage
       5.times { account.increment_response_usage }
       expect(account.custom_attributes['captain_responses_usage']).to eq(5)
@@ -70,6 +71,10 @@ describe Enterprise::Billing::HandleStripeEventService do
       # Setup for any plan
       allow(subscription).to receive(:[]).with('plan')
                                          .and_return({ 'id' => 'test', 'product' => 'plan_id_startups', 'name' => 'Startups' })
+      allow(subscription).to receive(:[]).with('current_period_start').and_return(1_686_567_520)
+
+      # Simulate billing period renewal with previous_attributes showing old period
+      allow(data).to receive(:previous_attributes).and_return({ 'current_period_start' => 1_683_975_520 })
 
       stripe_event_service.new.perform(event: event)