feat: plan switch v1 without confirmation

ee/api/billing.py

@@ -269,6 +269,13 @@ def deactivate(self, request: Request, *args: Any, **kwargs: Any) -> HttpRespons
 
         return self.list(request, *args, **kwargs)
 
+    @action(methods=["POST"], detail=False, url_path="subscription/switch-plan")
+    def subscription_switch_plan(self, request: Request, *args: Any, **kwargs: Any) -> HttpResponse:
+        organization = self._get_org_required()
+        billing_manager = self.get_billing_manager()
+        res = billing_manager.switch_plan(organization, request.data)
+        return Response(res, status=status.HTTP_200_OK)
+
     @action(methods=["GET"], detail=False)
     def portal(self, request: Request, *args: Any, **kwargs: Any) -> HttpResponse:
         license = get_cached_instance_license()

ee/billing/billing_manager.py

@@ -462,6 +462,18 @@ def authorize_status(self, organization: Organization, data: dict[str, Any]):
 
         return res.json()
 
+    def switch_plan(self, organization: Organization, data: dict[str, Any]) -> dict[str, Any]:
+        res = requests.post(
+            f"{BILLING_SERVICE_URL}/api/subscription/switch-plan/",
+            headers=self.get_auth_headers(organization),
+            json=data,
+        )
+
+        handle_billing_service_error(res)
+        self.update_available_product_features(organization)
+
+        return res.json()
+
     def apply_startup_program(self, organization: Organization, data: dict[str, Any]) -> dict[str, Any]:
         res = requests.post(
             f"{BILLING_SERVICE_URL}/api/startups/apply",

frontend/src/lib/constants.tsx

@@ -297,6 +297,7 @@ export const FEATURE_FLAGS = {
     IMPROVED_COOKIELESS_MODE: 'improved-cookieless-mode', // owner: @robbie-c #team-web-analytics
     REPLAY_EXPORT_FULL_VIDEO: 'replay-export-full-video', // owner: @veryayskiy #team-replay
     PLATFORM_PAYGATE_CTA: 'platform-paygate-cta', // owner: @a-lider #team-platform-features
+    SWITCH_SUBSCRIPTION_PLAN: 'switch-subscription-plan', // owner: @a-lider #team-platform-features
     LLM_ANALYTICS_DATASETS: 'llm-analytics-datasets', // owner: #team-llm-analytics #team-max-ai
     LLM_ANALYTICS_TRACES_QUERY_V2: 'llma-traces-query-v2', // owner: #team-llm-analytics
     AMPLITUDE_BATCH_IMPORT_OPTIONS: 'amplitude-batch-import-options', // owner: #team-ingestion

frontend/src/scenes/billing/BillingProductAddonActions.tsx

@@ -4,9 +4,10 @@ import { useMemo } from 'react'
 import { IconCheckCircle, IconPlus } from '@posthog/icons'
 import { LemonButton, LemonButtonProps, LemonTag, Tooltip } from '@posthog/lemon-ui'
 
-import { TRIAL_CANCELLATION_SURVEY_ID, UNSUBSCRIBE_SURVEY_ID } from 'lib/constants'
+import { FEATURE_FLAGS, TRIAL_CANCELLATION_SURVEY_ID, UNSUBSCRIBE_SURVEY_ID } from 'lib/constants'
 import { dayjs } from 'lib/dayjs'
 import { More } from 'lib/lemon-ui/LemonButton/More'
+import { featureFlagLogic } from 'lib/logic/featureFlagLogic'
 import { toSentenceCase } from 'lib/utils'
 
 import { BillingProductV2AddonType } from '~/types'
@@ -30,13 +31,23 @@ export const BillingProductAddonActions = ({
     buttonSize,
     ctaTextOverride,
 }: BillingProductAddonActionsProps): JSX.Element => {
-    const { billing, billingError, timeTotalInSeconds, timeRemainingInSeconds } = useValues(billingLogic)
+    const {
+        billing,
+        billingError,
+        switchPlanLoading,
+        timeTotalInSeconds,
+        timeRemainingInSeconds,
+        currentPlatformAddon,
+    } = useValues(billingLogic)
+    const { switchFlatrateSubscriptionPlan } = useActions(billingLogic)
+    const { featureFlags } = useValues(featureFlagLogic)
     const {
         currentAndUpgradePlans,
         billingProductLoading,
         trialLoading,
         isSubscribedToAnotherAddon,
         isDataPipelinesDeprecated,
+        isLowerTierThanCurrentAddon,
     } = useValues(billingProductLogic({ product: addon, productRef }))
 
     const { toggleIsPricingModalOpen, reportSurveyShown, setSurveyResponse, initiateProductUpgrade, activateTrial } =
@@ -53,6 +64,7 @@ export const BillingProductAddonActions = ({
         [billing?.has_active_subscription, upgradePlan, timeRemainingInSeconds, timeTotalInSeconds]
     )
     const isTrialEligible = !!addon.trial
+    const isSwitchPlanEnabled = !!featureFlags[FEATURE_FLAGS.SWITCH_SUBSCRIPTION_PLAN]
 
     const renderSubscribedActions = (): JSX.Element | null => {
         if (addon.contact_support) {
@@ -196,6 +208,68 @@ export const BillingProductAddonActions = ({
         return null
     }
 
+    const renderDowngradeActions = (): JSX.Element | null => {
+        if (!upgradePlan || !currentPlatformAddon) {
+            return null
+        }
+
+        return (
+            <More
+                overlay={
+                    <LemonButton
+                        fullWidth
+                        loading={switchPlanLoading === addon.type}
+                        // TODO: Show confirmation modal with AddonFeatureLossNotice
+                        onClick={() =>
+                            switchFlatrateSubscriptionPlan({
+                                from_product_key: String(currentPlatformAddon?.type),
+                                from_plan_key: String(currentPlatformAddon?.plans[0].plan_key),
+                                to_product_key: addon.type,
+                                to_plan_key: String(upgradePlan?.plan_key),
+                            })
+                        }
+                    >
+                        Downgrade
+                    </LemonButton>
+                }
+            />
+        )
+    }
+
+    const renderUpgradeActions = (): JSX.Element | null => {
+        if (!upgradePlan || !currentPlatformAddon) {
+            return null
+        }
+
+        const showPricing = upgradePlan.flat_rate
+
+        return (
+            <>
+                {showPricing && (
+                    <h4 className="leading-5 font-bold mb-0 flex gap-x-0.5">
+                        {formatFlatRate(Number(upgradePlan.unit_amount_usd), upgradePlan.unit)}
+                    </h4>
+                )}
+
+                <LemonButton
+                    type="primary"
+                    loading={switchPlanLoading === addon.type}
+                    onClick={() =>
+                        switchFlatrateSubscriptionPlan({
+                            from_product_key: String(currentPlatformAddon?.type),
+                            from_plan_key: String(currentPlatformAddon?.plans[0].plan_key),
+                            to_product_key: addon.type,
+                            to_plan_key: String(upgradePlan?.plan_key),
+                        })
+                    }
+                >
+                    Upgrade
+                </LemonButton>
+            </>
+            // TODO: show prorated amount similar to renderPricingInfo
+        )
+    }
+
     let content
     if (addon.subscribed && !addon.inclusion_only) {
         content = renderSubscribedActions()
@@ -219,6 +293,10 @@ export const BillingProductAddonActions = ({
         // We don't allow multiple add-ons to be subscribed to at the same time so this checks if the customer is subscribed to another add-on
         // TODO: add support for when a customer has a Paid Plan trial
         content = renderPurchaseActions()
+    } else if (!billing?.trial && isSubscribedToAnotherAddon && isLowerTierThanCurrentAddon && isSwitchPlanEnabled) {
+        content = renderDowngradeActions()
+    } else if (!billing?.trial && isSubscribedToAnotherAddon && !isLowerTierThanCurrentAddon && isSwitchPlanEnabled) {
+        content = renderUpgradeActions()
     }
 
     return (

frontend/src/scenes/billing/billingLogic.tsx

@@ -23,6 +23,7 @@ import {
     BillingPeriod,
     BillingPlan,
     BillingPlanType,
+    BillingProductV2AddonType,
     BillingProductV2Type,
     BillingType,
     ProductKey,
@@ -66,6 +67,13 @@ export interface BillingError {
     action: LemonButtonPropsBase
 }
 
+export type SwitchPlanPayload = {
+    from_product_key: string
+    from_plan_key: string
+    to_product_key: string
+    to_plan_key: string
+}
+
 const parseBillingResponse = (data: Partial<BillingType>): BillingType => {
     if (data.billing_period) {
         data.billing_period = {
@@ -162,6 +170,7 @@ export const billingLogic = kea<billingLogicType>([
         setComputedDiscount: (discount: number) => ({ discount }),
         setCreditBrackets: (creditBrackets: any[]) => ({ creditBrackets }),
         scrollToProduct: (productType: string) => ({ productType }),
+        setSwitchPlanLoading: (productKey: string | null) => ({ productKey }),
     }),
     connect(() => ({
         values: [
@@ -280,6 +289,12 @@ export const billingLogic = kea<billingLogicType>([
                 setCreditBrackets: (_, { creditBrackets }) => creditBrackets || [],
             },
         ],
+        switchPlanLoading: [
+            null as string | null,
+            {
+                setSwitchPlanLoading: (_, { productKey }) => productKey,
+            },
+        ],
     }),
     lazyLoaders(({ actions, values }) => ({
         billing: [
@@ -374,6 +389,30 @@ export const billingLogic = kea<billingLogicType>([
                         return values.billing
                     }
                 },
+                switchFlatrateSubscriptionPlan: async (data: SwitchPlanPayload, breakpoint) => {
+                    try {
+                        await api.create('api/billing/subscription/switch-plan', data)
+
+                        const productDisplayName = data.to_product_key[0].toUpperCase() + data.to_product_key.slice(1)
+                        lemonToast.success(`You're now on ${productDisplayName}`)
+
+                        // Reload billing, user, and organization to get the updated available features
+                        actions.loadBilling()
+                        await breakpoint(2000)
+                        actions.loadUser()
+                        actions.loadCurrentOrganization()
+
+                        return values.billing as BillingType
+                    } catch (error: any) {
+                        console.error(error)
+                        lemonToast.error(
+                            (error && error.detail) ||
+                                'There was an error switching your plan. Please try again or contact support.'
+                        )
+                        // Keep the current billing state on failure
+                        return values.billing as BillingType
+                    }
+                },
             },
         ],
         billingError: [
@@ -500,6 +539,24 @@ export const billingLogic = kea<billingLogicType>([
                     ?.addons.find((addon) => addon.plans.find((plan) => plan.current_plan))
             },
         ],
+        platformAddons: [
+            (s) => [s.billing],
+            (billing: BillingType): BillingProductV2AddonType[] => {
+                const platformProduct = billing?.products?.find(
+                    (product: BillingProductV2Type) => product.type === ProductKey.PLATFORM_AND_SUPPORT
+                )
+                return platformProduct?.addons ?? []
+            },
+        ],
+        currentPlatformAddon: [
+            (s) => [s.billing],
+            (billing: BillingType): BillingProductV2AddonType | null => {
+                const platformProduct = billing?.products?.find(
+                    (product: BillingProductV2Type) => product.type === ProductKey.PLATFORM_AND_SUPPORT
+                )
+                return platformProduct?.addons?.find((addon: BillingProductV2AddonType) => !!addon.subscribed) || null
+            },
+        ],
         creditDiscount: [(s) => [s.computedDiscount], (computedDiscount) => computedDiscount || 0],
         billingPlan: [
             (s) => [s.billing],
@@ -693,6 +750,15 @@ export const billingLogic = kea<billingLogicType>([
                 posthog.capture('credits cta hero dismissed')
             }
         },
+        switchFlatrateSubscriptionPlan: async (payload) => {
+            actions.setSwitchPlanLoading(payload.to_product_key)
+        },
+        switchFlatrateSubscriptionPlanSuccess: () => {
+            actions.setSwitchPlanLoading(null)
+        },
+        switchFlatrateSubscriptionPlanFailure: () => {
+            actions.setSwitchPlanLoading(null)
+        },
         loadBillingSuccess: async (_, breakpoint) => {
             actions.registerInstrumentationProps()
             actions.determineBillingAlert()

frontend/src/scenes/billing/billingProductLogic.ts

@@ -83,7 +83,14 @@ export const billingProductLogic = kea<billingProductLogicType>([
     connect(() => ({
         values: [
             billingLogic,
-            ['billing', 'isUnlicensedDebug', 'scrollToProductKey', 'unsubscribeError'],
+            [
+                'billing',
+                'isUnlicensedDebug',
+                'scrollToProductKey',
+                'unsubscribeError',
+                'currentPlatformAddon',
+                'platformAddons',
+            ],
             featureFlagLogic,
             ['featureFlags'],
         ],
@@ -247,6 +254,20 @@ export const billingProductLogic = kea<billingProductLogicType>([
         ],
     }),
     selectors(({ values }) => ({
+        isLowerTierThanCurrentAddon: [
+            (s, p) => [p.product, s.currentPlatformAddon, s.platformAddons],
+            (product, currentPlatformAddon, platformAddons): boolean => {
+                if (!currentPlatformAddon || platformAddons.length === 0) {
+                    return false
+                }
+                const currentIdx = platformAddons.findIndex((a) => a.type === currentPlatformAddon.type)
+                const targetIdx = platformAddons.findIndex((a) => a.type === product.type)
+                if (currentIdx < 0 || targetIdx < 0) {
+                    return false
+                }
+                return targetIdx < currentIdx
+            },
+        ],
         isSubscribedToAnotherAddon: [
             (s, p) => [s.billing, p.product],
             (billing: BillingType, addon: BillingProductV2AddonType) => {