solidus_subscriptions

A Solidus extension to add subscriptions to your store.

Installation

Add solidus_subscriptions to your Gemfile:

gem 'solidus_subscriptions', github: 'solidusio/solidus_subscriptions'

Starter Frontend

Bundle your dependencies and run the installation generator:

$ bundle
$ bin/rails generate solidus_subscriptions:install

Please, be aware that the installation only works with the default implementation of the starter frontend. Any customization to the files that will be modified by the installer might break the installation procedure. If that happens, try to adapt the installed code on top of the customizations of the store.

Legacy Frontend

If you are using the legacy solidus_frontend gem, please run this command instead:

$ bin/rails generate solidus_subscriptions:install --frontend=classic

Guest checkout

Subscriptions require a user to be present to allow them to be managed after they are purchased.

Because of this, you must disable guest checkout for orders which contain subscription_line_items.

An example would be adding this to the registration page:

<%# spree/checkout/registration.html.erb %>
<% if Spree::Config[:allow_guest_checkout] && current_order.subscription_line_items.empty? %>

This allows guests to add subscriptions to their carts as guests, but forces them to login or create an account before purchasing them.

Usage

Purchasing subscriptions

By default, only Spree::Variants can be subscribed to. To subscribe to a variant, it must have the subscribable attribute set to true.

To subscribe to a variant, include the following parameters when posting to /orders/populate:

{
  // other add to cart params
  subscription_line_item: {
    quantity: 2,             // number of units in each subscription order
    subscribable_id: 1234,   // which variant the subscription is for
    interval_length: 1,      // time between subscription activations
    interval_units: "month", // plural qualifier for length (day/week/month/year)
    end_date: '2011/12/13'   // stop processing after this date (use null to process ad nauseam)
  }
}

This will associate a SolidusSubscriptions::LineItem to the line item being added to the cart.

The customer will not be charged for the subscription until it is processed. The subscription line items should be shown to the user on the cart page by looping over Spree::Order#subscription_line_items.

When the order is finalized, a SolidusSubscriptions::Subscription will be created for each group of subscription line items which can be fulfilled by a single subscription.

Example

An order is finalized and has the following associated subscription line items:

{ subscribable_id: 1, interval_length: 1, interval_units: "month" }
{ subscribable_id: 2, interval_length: 1, interval_units: "month" }
{ subscribable_id: 1, interval_length: 2, interval_units: "month" }

This will generate 2 subscriptions: the first related to subscription line items 1 and 2, and the second related to subscription line item 3.

Processing subscriptions

To process actionable subscriptions simply run:

$ bundle exec rake solidus_subscriptions:process

The task creates ActiveJob jobs which can be fulfilled by your queue library of choice.

We suggest using the Whenever gem to schedule the task.

Promotion rules

This extensions adds the following Promotion rules:

SolidusSubscriptions::Promotion::Rules::SubscriptionCreationOrder which applies if the order is creating a subscription;
SolidusSubscriptions::Promotion::Rules::SubscriptionInstallmentOrder which applies if the order is an installment of a subscription.

Churn Buster integration

This extension optionally integrates with Churn Buster for failed payment recovery. In order to enable the integration, simply add your Churn Buster credentials to your configuration:

SolidusSubscriptions.configure do |config|
  # ...

  config.churn_buster_account_id = 'YOUR_CHURN_BUSTER_ACCOUNT_ID'
  config.churn_buster_api_key = 'YOUR_CHURN_BUSTER_API_KEY'
end

The extension will take care of reporting successful/failed payments and payment method changes to Churn Buster.

Failed installments retries

The extension generates an installment for each subscription cycle, however some of them can fail (e.g. for an expired credit card). On each processor run the extension will try to complete all past failed installments, however this is not always the desired behaviour.

If you want to process only the latest installment in each subscription, regardless of any number of failed installments prior to that, you can configure the extension like so:

SolidusSubscriptions.configure do |config|
  # ...

  config.clear_past_installments = true
end

Minimum cancellation notice

The minimum cancellation notice is set to 0 days by default - users can cancel their subscription whenever they like. To change this, you can configure the extension like this:

SolidusSubscriptions.configure do |config|
  # ...

  config.minimum_cancellation_notice = 10.days
end

Subscription product deletion

When a product is soft deleted, its subscription line items need to be deleted as well, in order to avoid error on subscription processing. If the product class is Spree::Variant, this corner case is handled automatically on the variant soft deletion, otherwise it should be handled manually.

Development

Testing the extension

First bundle your dependencies, then run bin/rake. bin/rake will default to building the dummy app if it does not exist, then it will run specs. The dummy app can be regenerated by using bin/rake extension:test_app.

bin/rake

To run Rubocop static code analysis run

bundle exec rubocop

When testing your application's integration with this extension you may use its factories. Simply add this require statement to your spec_helper:

require 'solidus_subscriptions/factories'

Running the sandbox

To run this extension in a sandboxed Solidus application, you can run bin/sandbox. The path for the sandbox app is ./sandbox and bin/rails will forward any Rails commands to sandbox/bin/rails.

Here's an example:

$ bin/rails server
=> Booting Puma
=> Rails 6.0.2.1 application starting in development
* Listening on tcp://127.0.0.1:3000
Use Ctrl-C to stop

Updating the changelog

Before and after releases the changelog should be updated to reflect the up-to-date status of the project:

bin/rake changelog
git add CHANGELOG.md
git commit -m "Update the changelog"

Releasing new versions

Your new extension version can be released using gem-release like this:

bundle exec gem bump -v 1.6.0
bin/rake changelog
git commit -a --amend
git push
bundle exec gem release

License

Originally sponsored by Goby.

erwin/solidus_subscriptions