read.markets/tests
Giorgio Gilestro ce36ce36fd referrals: close D.3 — both parties get 45 days credit on conversion
The referral feature was half-built: codes captured, banner shown,
counts displayed — but no money flowed when a referred user paid.
The Settings page hard-coded "— (D.3)" for Active credits and the
marketing copy promised "50% off for 3 months" with nothing behind it.

Closing the loop:

- New `convert_referral(session, user)` in referral_service.py looks
  up the user's Referral row, stamps `converted_at` + `credited_at`,
  and extends `credit_until` by 45 days on BOTH the buyer and the
  referrer. Idempotent — replayed webhooks and renewals are no-ops.
  Stacks correctly when the user already has a credit window running
  (anchors at max(now, current_credit_until) like cli.grant_credit).

- Stripe webhook wires this into `_grant_paid`. A captured
  `first_paid_transition = user.tier != "paid"` gate avoids the DB
  lookup on every renewal event; convert_referral's own idempotency
  is the second line of defence.

- `_grant_paid` now takes `session` as its first positional arg so
  the conversion runs inside the same transaction as the tier flip
  and audit-row write. A mid-flight failure rolls everything back
  together — no partial state.

- Settings page replaces the "— (D.3)" placeholder with the live
  count of conversions still inside their 45-day credit window, plus
  a "+N days on your account" hint when the user has any credit of
  their own (referrer bonus, admin grant, or future refund-as-credit).

- Marketing copy on pricing.html + settings.html switches from "50%
  off for 3 months" to "45 days of paid access" — same economic value,
  honest about the actual mechanism (full free access rather than
  discounted billing).

Credit-amount rationale: 50% × 3 months ≈ 1.5 months of free
service ≈ 45 days. Pure-credit delivery is processor-agnostic, needs
no Stripe coupon plumbing, and stacks cleanly across referrals.

7 new tests in test_referral_conversion.py cover the happy path,
idempotency, no-referral no-op, credit stacking, deleted-referrer
survival, end-to-end webhook → credit landing, and the renewal-event
no-double-credit guarantee.

Also bundled: the Restore-button class fix from earlier
(portfolio.js — the cloud-restore "Restore" submit was unstyled and
picked up browser defaults; now uses .settings-btn like the rest of
the action-button family).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-26 23:05:29 +02:00
..
fixtures phase B (1/4): CSV parser + InstrumentMap (T212 shortcode → Yahoo ticker) 2026-05-16 10:53:08 +01:00
conftest.py initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
test_access.py phase D milestones 1+2: referral system + paid-access gate 2026-05-21 23:25:35 +01:00
test_api_helpers.py initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
test_branding_consistency.py ui: light theme by default (dark is opt-in) 2026-05-22 21:51:23 +01:00
test_chat_and_log_gates.py pricing: land £7/£70 paid tier and make behaviour match 2026-05-26 11:34:37 +02:00
test_cli.py phase D milestones 1+2: referral system + paid-access gate 2026-05-21 23:25:35 +01:00
test_config_loading.py test: drop stale "pie" assertion from test_default_groups_present 2026-05-26 00:20:01 +02:00
test_csv_import.py sync: encrypted cloud backup for portfolios + settings UX rework 2026-05-23 16:15:54 +02:00
test_digest_prompts.py digest: factor tone clause; kw-only digest helper; empty-data test 2026-05-25 23:00:07 +02:00
test_email_digest_job.py test+fix: make the suite run cleanly in the test container 2026-05-26 00:11:18 +02:00
test_email_render.py email: render_digest_email — multipart digest template 2026-05-25 23:02:05 +02:00
test_email_service.py brand: rename product to "Read the Markets" (read.markets) 2026-05-22 19:39:38 +01:00
test_email_unsubscribe.py email: tighten unsubscribe — test isolation, accurate comments, tighter assertion 2026-05-25 23:10:29 +02:00
test_glossary.py phase G: data minimisation + passwordless auth + DeepSeek-first LLM 2026-05-18 14:16:57 +01:00
test_instrument_map.py phase B (1/4): CSV parser + InstrumentMap (T212 shortcode → Yahoo ticker) 2026-05-16 10:53:08 +01:00
test_market_parsing.py initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
test_news_parsing.py initial commit — cassandra v0.1 2026-05-15 21:56:10 +01:00
test_news_tagging.py news: auto-tag headlines + market-aware cadence + filter UI 2026-05-21 23:25:03 +01:00
test_news_window.py test+fix: make the suite run cleanly in the test container 2026-05-26 00:11:18 +02:00
test_openrouter_prompt.py phase G: data minimisation + passwordless auth + DeepSeek-first LLM 2026-05-18 14:16:57 +01:00
test_otp_service.py phase G: data minimisation + passwordless auth + DeepSeek-first LLM 2026-05-18 14:16:57 +01:00
test_pending_cookie.py phase D milestones 1+2: referral system + paid-access gate 2026-05-21 23:25:35 +01:00
test_polar_webhook.py polar: build /api/polar/webhook handler 2026-05-26 17:42:41 +02:00
test_portfolio_analysis.py phase G: data minimisation + passwordless auth + DeepSeek-first LLM 2026-05-18 14:16:57 +01:00
test_portfolio_sync_api.py sync: detect orphaned blobs (pepper rotation) + fix AESGCM arg order 2026-05-25 12:49:11 +02:00
test_portfolio_sync_service.py sync: encrypted cloud backup for portfolios + settings UX rework 2026-05-23 16:15:54 +02:00
test_referral.py phase D milestones 1+2: referral system + paid-access gate 2026-05-21 23:25:35 +01:00
test_referral_conversion.py referrals: close D.3 — both parties get 45 days credit on conversion 2026-05-26 23:05:29 +02:00
test_settings_digest_api.py settings: digest opt-in + tone (PATCH /api/settings/digest + UI) 2026-05-25 23:23:03 +02:00
test_stripe_billing.py stripe: per-cadence cooling-off + manage-subscription button 2026-05-26 20:06:19 +02:00
test_universe_unlinkability.py phase G: data minimisation + passwordless auth + DeepSeek-first LLM 2026-05-18 14:16:57 +01:00
test_verify_subscribe.py ui: collapsible settings sections + welcome-email + larger auth inputs 2026-05-26 22:32:59 +02:00