Lays the billing-prep spine before Paddle lands in D.3.
D.1 — referrals
- users.referral_code: unique 8-char URL-safe code (alphabet excludes the
ambiguous 0/O/1/I/L). Generated lazily on first /settings hit so existing
accounts pick one up without a backfill migration.
- users.referred_by_user_id + new referrals audit table (referrer,
referred, created_at, converted_at, credited_at). converted_at /
credited_at stay null until D.3 fills them via the Paddle webhook.
- POST /login accepts ?ref=<code>; the code rides on the signed
pending-verify cookie so it survives the GET → POST → /verify hop.
- /settings page: email, tier badge, referral code chip + invite link
with one-click copy, pending/converted/active-credits stats grid.
Settings nav link added to the top bar.
Reward shape: when the referred user makes their first paid Paddle
subscription, both they and the referrer get 50% off for 3 months.
(D.3 wires the actual credit application via the Paddle webhook.)
D.2 — paid-access gate
- users.credit_until: timestamp until which a free-tier account has
paid-tier access. Null = no credit. Populated by admin CLI now and the
D.3 webhook later.
- app.services.access exposes paid_status(user) → PaidStatus dataclass
(active / source / expires_at / days_remaining), is_paid_active() with
admin-bearer-token bypass, and a require_paid FastAPI dependency that
raises 402 Payment Required for free-tier callers.
- POST /api/analyze (portfolio AI commentary) gated behind require_paid.
- Settings page surfaces credit window when active ("free · credit · N
day(s) remaining (expires YYYY-MM-DD)") and the upgrade hint when not.
- Admin CLI: python -m app.cli {grant-credit,revoke-credit,show-status}.
grant-credit is idempotent — extends from max(now, current expiry) so
re-running the command never erodes an existing grant.
Migrations 0013 (referrals) and 0014 (credit_until). Tests cover the
paid-status truth table, code generation + normalisation, CLI argument
parsing, and the pending-cookie ref roundtrip (29 new tests).
119 lines
4.1 KiB
Python
119 lines
4.1 KiB
Python
"""Referral-code generation, lookup, and signup-time linkage.
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D.1 lays down the bookkeeping only — actual credit application happens
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in D.3 when the Paddle webhook fires. The flow:
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1. /login renders an "invited" banner when the URL carries `?ref=<code>`.
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2. The code travels through the email-OTP flow inside the pending cookie
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so it survives the GET /login → POST /login → /verify hops.
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3. When the new user's row is first created (POST /login on an unknown
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email), `referred_by_user_id` is set and a `Referral` row is written.
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4. On the new user's first paid subscription (D.3), we read the
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`Referral` row to apply discounts to both parties.
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The code itself is 8 characters from an unambiguous alphabet so users
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can read it off a phone screen or dictate it over the phone.
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"""
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from __future__ import annotations
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import secrets
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from sqlalchemy import select
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.db import utcnow
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from app.logging import get_logger
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from app.models import Referral, User
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log = get_logger("referral")
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# Unambiguous alphabet — no 0/O, no 1/I/L. 32 chars → 8 positions ≈ 1e12
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# combinations, plenty for our scale, and a unique-constraint catches
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# collisions if we ever generate the same one twice.
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_ALPHABET = "ABCDEFGHJKMNPQRSTUVWXYZ23456789"
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_CODE_LEN = 8
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def generate_code() -> str:
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"""Cryptographically random 8-char code from the unambiguous alphabet."""
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return "".join(secrets.choice(_ALPHABET) for _ in range(_CODE_LEN))
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def normalise_code(raw: str | None) -> str | None:
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"""Trim, uppercase, strip non-alphabet characters. Used on inbound
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`?ref=<code>` params so users can paste with spaces / lowercase.
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Returns None if the result isn't a plausible code."""
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if not raw:
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return None
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cleaned = "".join(c for c in raw.upper() if c in _ALPHABET)
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if len(cleaned) != _CODE_LEN:
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return None
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return cleaned
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async def assign_code_if_missing(session: AsyncSession, user: User) -> User:
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"""Generate + persist a referral code on `user` if they don't have
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one yet. Retries on the (very rare) collision."""
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if user.referral_code:
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return user
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for _ in range(8):
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code = generate_code()
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existing = (await session.execute(
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select(User.id).where(User.referral_code == code)
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)).scalar_one_or_none()
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if existing is None:
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user.referral_code = code
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await session.commit()
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await session.refresh(user)
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log.info("referral.code_assigned", user_id=user.id, code=code)
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return user
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# 8 collisions in a row would be a statistical event we'd want to
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# know about.
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raise RuntimeError("referral_service: exhausted code-collision retries")
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async def lookup_referrer(session: AsyncSession, code: str | None) -> User | None:
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"""Return the User whose `referral_code` matches, or None. Normalises
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the input via `normalise_code` so URL-paste variations all resolve."""
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code = normalise_code(code)
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if not code:
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return None
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return (await session.execute(
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select(User).where(User.referral_code == code)
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)).scalar_one_or_none()
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async def link_new_user(
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session: AsyncSession,
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new_user: User,
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referrer: User | None,
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) -> Referral | None:
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"""Record a referral if the supplied referrer is valid. Idempotent
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(safe to call multiple times for the same new user — the unique
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constraint on `referred_user_id` makes duplicate inserts a no-op).
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Self-referral is silently rejected.
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"""
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if referrer is None or new_user.id is None or referrer.id == new_user.id:
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return None
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if new_user.referred_by_user_id is not None:
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# Already linked; this user can't be referred twice.
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return None
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new_user.referred_by_user_id = referrer.id
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ref = Referral(
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referrer_user_id=referrer.id,
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referred_user_id=new_user.id,
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created_at=utcnow(),
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)
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session.add(ref)
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await session.commit()
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await session.refresh(new_user)
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await session.refresh(ref)
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log.info(
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"referral.linked",
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referrer_id=referrer.id, referred_id=new_user.id,
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)
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return ref
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