Class: Orb::Resources::Subscriptions
- Inherits:
-
Object
- Object
- Orb::Resources::Subscriptions
- Defined in:
- lib/orb/resources/subscriptions.rb
Instance Method Summary collapse
-
#cancel(subscription_id, cancel_option: , allow_invoice_credit_or_void: nil, cancellation_date: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionCancelParams for more details.
-
#create(add_adjustments: nil, add_prices: nil, align_billing_with_subscription_start_date: nil, auto_collection: nil, aws_region: nil, billing_cycle_anchor_configuration: nil, coupon_redemption_code: nil, credits_overage_rate: nil, currency: nil, customer_id: nil, default_invoice_memo: nil, end_date: nil, external_customer_id: nil, external_marketplace: nil, external_marketplace_reporting_id: nil, external_plan_id: nil, filter: nil, initial_phase_order: nil, invoicing_threshold: nil, metadata: nil, name: nil, net_terms: nil, per_credit_overage_amount: nil, plan_id: nil, plan_version_number: nil, price_overrides: nil, remove_adjustments: nil, remove_prices: nil, replace_adjustments: nil, replace_prices: nil, start_date: nil, trial_duration_days: nil, usage_customer_ids: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionCreateParams for more details.
-
#fetch(subscription_id, request_options: {}) ⇒ Orb::Models::Subscription
This endpoint is used to fetch a [Subscription](/core-concepts##subscription) given an identifier.
-
#fetch_costs(subscription_id, currency: nil, timeframe_end: nil, timeframe_start: nil, view_mode: nil, request_options: {}) ⇒ Orb::Models::SubscriptionFetchCostsResponse
Some parameter documentations has been truncated, see Models::SubscriptionFetchCostsParams for more details.
-
#fetch_schedule(subscription_id, cursor: nil, limit: nil, start_date_gt: nil, start_date_gte: nil, start_date_lt: nil, start_date_lte: nil, request_options: {}) ⇒ Orb::Internal::Page<Orb::Models::SubscriptionFetchScheduleResponse>
Some parameter documentations has been truncated, see Models::SubscriptionFetchScheduleParams for more details.
-
#fetch_usage(subscription_id, billable_metric_id: nil, first_dimension_key: nil, first_dimension_value: nil, granularity: nil, group_by: nil, second_dimension_key: nil, second_dimension_value: nil, timeframe_end: nil, timeframe_start: nil, view_mode: nil, request_options: {}) ⇒ Orb::Models::SubscriptionUsage::UngroupedSubscriptionUsage, Orb::Models::SubscriptionUsage::GroupedSubscriptionUsage
Some parameter documentations has been truncated, see Models::SubscriptionFetchUsageParams for more details.
-
#initialize(client:) ⇒ Subscriptions
constructor
private
A new instance of Subscriptions.
-
#list(created_at_gt: nil, created_at_gte: nil, created_at_lt: nil, created_at_lte: nil, cursor: nil, customer_id: nil, external_customer_id: nil, limit: nil, status: nil, request_options: {}) ⇒ Orb::Internal::Page<Orb::Models::Subscription>
Some parameter documentations has been truncated, see Models::SubscriptionListParams for more details.
-
#price_intervals(subscription_id, add: nil, add_adjustments: nil, allow_invoice_credit_or_void: nil, edit: nil, edit_adjustments: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionPriceIntervalsParams for more details.
-
#redeem_coupon(subscription_id, change_option: , allow_invoice_credit_or_void: nil, change_date: nil, coupon_id: nil, coupon_redemption_code: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionRedeemCouponParams for more details.
-
#schedule_plan_change(subscription_id, change_option: , add_adjustments: nil, add_prices: nil, align_billing_with_plan_change_date: nil, auto_collection: nil, billing_cycle_alignment: nil, billing_cycle_anchor_configuration: nil, change_date: nil, coupon_redemption_code: nil, credits_overage_rate: nil, default_invoice_memo: nil, external_plan_id: nil, filter: nil, initial_phase_order: nil, invoicing_threshold: nil, net_terms: nil, per_credit_overage_amount: nil, plan_id: nil, plan_version_number: nil, price_overrides: nil, remove_adjustments: nil, remove_prices: nil, replace_adjustments: nil, replace_prices: nil, trial_duration_days: nil, usage_customer_ids: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionSchedulePlanChangeParams for more details.
-
#trigger_phase(subscription_id, allow_invoice_credit_or_void: nil, effective_date: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionTriggerPhaseParams for more details.
-
#unschedule_cancellation(subscription_id, request_options: {}) ⇒ Orb::Models::MutatedSubscription
This endpoint can be used to unschedule any pending cancellations for a subscription.
-
#unschedule_fixed_fee_quantity_updates(subscription_id, price_id: , request_options: {}) ⇒ Orb::Models::MutatedSubscription
This endpoint can be used to clear scheduled updates to the quantity for a fixed fee.
-
#unschedule_pending_plan_changes(subscription_id, request_options: {}) ⇒ Orb::Models::MutatedSubscription
This endpoint can be used to unschedule any pending plan changes on an existing subscription.
-
#update(subscription_id, auto_collection: nil, default_invoice_memo: nil, invoicing_threshold: nil, metadata: nil, net_terms: nil, request_options: {}) ⇒ Orb::Models::Subscription
Some parameter documentations has been truncated, see Models::SubscriptionUpdateParams for more details.
-
#update_fixed_fee_quantity(subscription_id, price_id: , quantity: , allow_invoice_credit_or_void: nil, change_option: nil, effective_date: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionUpdateFixedFeeQuantityParams for more details.
-
#update_trial(subscription_id, trial_end_date: , shift: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionUpdateTrialParams for more details.
Constructor Details
#initialize(client:) ⇒ Subscriptions
This method is part of a private API. You should avoid using this method if possible, as it may be removed or be changed in the future.
Returns a new instance of Subscriptions.
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# File 'lib/orb/resources/subscriptions.rb', line 1478 def initialize(client:) @client = client end |
Instance Method Details
#cancel(subscription_id, cancel_option: , allow_invoice_credit_or_void: nil, cancellation_date: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionCancelParams for more details.
This endpoint can be used to cancel an existing subscription. It returns the serialized subscription object with an ‘end_date` parameter that signifies when the subscription will transition to an ended state.
The body parameter ‘cancel_option` determines the cancellation behavior. Orb supports three cancellation options:
-
‘end_of_subscription_term`: stops the subscription from auto-renewing. Subscriptions that have been cancelled with this option can still incur charges for the remainder of their term:
-
Issuing this cancellation request for a monthly subscription will keep the subscription active until the start of the subsequent month, and potentially issue an invoice for any usage charges incurred in the intervening period.
-
Issuing this cancellation request for a quarterly subscription will keep the subscription active until the end of the quarter and potentially issue an invoice for any usage charges incurred in the intervening period.
-
Issuing this cancellation request for a yearly subscription will keep the subscription active for the full year. For example, a yearly subscription starting on 2021-11-01 and cancelled on 2021-12-08 will remain active until 2022-11-01 and potentially issue charges in the intervening months for any recurring monthly usage charges in its plan.
-
Note: If a subscription’s plan contains prices with difference cadences, the end of term date will be determined by the largest cadence value. For example, cancelling end of term for a subscription with a quarterly fixed fee with a monthly usage fee will result in the subscription ending at the end of the quarter.
-
-
‘immediate`: ends the subscription immediately, setting the `end_date` to the current time:
-
Subscriptions that have been cancelled with this option will be invoiced immediately. This invoice will include any usage fees incurred in the billing period up to the cancellation, along with any prorated recurring fees for the billing period, if applicable.
-
Note: If the subscription has a recurring fee that was paid in-advance, the prorated amount for the remaining time period will be added to the [customer’s balance](list-balance-transactions) upon immediate cancellation. However, if the customer is ineligible to use the customer balance, the subscription cannot be cancelled immediately.
-
-
‘requested_date`: ends the subscription on a specified date, which requires a `cancellation_date` to be passed in. If no timezone is provided, the customer’s timezone is used. For example, a subscription starting on January 1st with a monthly price can be set to be cancelled on the first of any month after January 1st (e.g. March 1st, April 1st, May 1st). A subscription with multiple prices with different cadences defines the “term” to be the highest cadence of the prices.
Upcoming subscriptions are only eligible for immediate cancellation, which will set the ‘end_date` equal to the `start_date` upon cancellation.
## Backdated cancellations
Orb allows you to cancel a subscription in the past as long as there are no paid invoices between the ‘requested_date` and the current time. If the cancellation is after the latest issued invoice, Orb will generate a balance refund for the current period. If the cancellation is before the most recently issued invoice, Orb will void the intervening invoice and generate a new one based on the new dates for the subscription. See the section on [cancellation behaviors](/product-catalog/creating-subscriptions#cancellation-behaviors).
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# File 'lib/orb/resources/subscriptions.rb', line 522 def cancel(subscription_id, params) parsed, = Orb::SubscriptionCancelParams.dump_request(params) @client.request( method: :post, path: ["subscriptions/%1$s/cancel", subscription_id], body: parsed, model: Orb::MutatedSubscription, options: ) end |
#create(add_adjustments: nil, add_prices: nil, align_billing_with_subscription_start_date: nil, auto_collection: nil, aws_region: nil, billing_cycle_anchor_configuration: nil, coupon_redemption_code: nil, credits_overage_rate: nil, currency: nil, customer_id: nil, default_invoice_memo: nil, end_date: nil, external_customer_id: nil, external_marketplace: nil, external_marketplace_reporting_id: nil, external_plan_id: nil, filter: nil, initial_phase_order: nil, invoicing_threshold: nil, metadata: nil, name: nil, net_terms: nil, per_credit_overage_amount: nil, plan_id: nil, plan_version_number: nil, price_overrides: nil, remove_adjustments: nil, remove_prices: nil, replace_adjustments: nil, replace_prices: nil, start_date: nil, trial_duration_days: nil, usage_customer_ids: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionCreateParams for more details.
A subscription represents the purchase of a plan by a customer. The customer is identified by either the ‘customer_id` or the `external_customer_id`, and exactly one of these fields must be provided.
By default, subscriptions begin on the day that they’re created and renew automatically for each billing cycle at the cadence that’s configured in the plan definition.
The default configuration for subscriptions in Orb is **In-advance billing** and **Beginning of month alignment** (see [Subscription](/core-concepts##subscription) for more details).
In order to change the alignment behavior, Orb also supports billing subscriptions on the day of the month they are created. If ‘align_billing_with_subscription_start_date = true` is specified, subscriptions have billing cycles that are aligned with their `start_date`. For example, a subscription that begins on January 15th will have a billing cycle from January 15th to February 15th. Every subsequent billing cycle will continue to start and invoice on the 15th.
If the “day” value is greater than the number of days in the month, the next billing cycle will start at the end of the month. For example, if the start_date is January 31st, the next billing cycle will start on February 28th.
If a customer was created with a currency, Orb only allows subscribing the customer to a plan with a matching ‘invoicing_currency`. If the customer does not have a currency set, on subscription creation, we set the customer’s currency to be the ‘invoicing_currency` of the plan.
## Customize your customer’s subscriptions
Prices and adjustments in a plan can be added, removed, or replaced for the subscription being created. This is useful when a customer has prices that differ from the default prices for a specific plan.
<Note> This feature is only available for accounts that have migrated to Subscription Overrides Version 2. You can find your Subscription Overrides Version at the bottom of your [Plans page](app.withorb.com/plans) </Note>
### Adding Prices
To add prices, provide a list of objects with the key ‘add_prices`. An object in the list must specify an existing add-on price with a `price_id` or `external_price_id` field, or create a new add-on price by including an object with the key `price`, identical to what would be used in the request body for the [create price endpoint](/api-reference/price/create-price). See the [Price resource](/product-catalog/price-configuration) for the specification of different price model configurations possible in this object.
If the plan has phases, each object in the list must include a number with ‘plan_phase_order` key to indicate which phase the price should be added to.
An object in the list can specify an optional ‘start_date` and optional `end_date`. This is equivalent to creating a price interval with the [add/edit price intervals endpoint](/api-reference/price-interval/add-or-edit-price-intervals). If unspecified, the start or end date of the phase or subscription will be used.
An object in the list can specify an optional ‘minimum_amount`, `maximum_amount`, or `discounts`. This will create adjustments which apply only to this price.
Additionally, an object in the list can specify an optional ‘reference_id`. This ID can be used to reference this price when [adding an adjustment](#adding-adjustments) in the same API call. However the ID is transient and cannot be used to refer to the price in future API calls.
### Removing Prices
To remove prices, provide a list of objects with the key ‘remove_prices`. An object in the list must specify a plan price with either a `price_id` or `external_price_id` field.
### Replacing Prices
To replace prices, provide a list of objects with the key ‘replace_prices`. An object in the list must specify a plan price to replace with the `replaces_price_id` key, and it must specify a price to replace it with by either referencing an existing add-on price with a `price_id` or `external_price_id` field, or by creating a new add-on price by including an object with the key `price`, identical to what would be used in the request body for the [create price endpoint](/api-reference/price/create-price). See the [Price resource](/product-catalog/price-configuration) for the specification of different price model configurations possible in this object.
For fixed fees, an object in the list can supply a ‘fixed_price_quantity` instead of a `price`, `price_id`, or `external_price_id` field. This will update only the quantity for the price, similar to the [Update price quantity](/api-reference/subscription/update-price-quantity) endpoint.
The replacement price will have the same phase, if applicable, and the same start and end dates as the price it replaces.
An object in the list can specify an optional ‘minimum_amount`, `maximum_amount`, or `discounts`. This will create adjustments which apply only to this price.
Additionally, an object in the list can specify an optional ‘reference_id`. This ID can be used to reference the replacement price when [adding an adjustment](#adding-adjustments) in the same API call. However the ID is transient and cannot be used to refer to the price in future API calls.
### Adding adjustments
To add adjustments, provide a list of objects with the key ‘add_adjustments`. An object in the list must include an object with the key `adjustment`, identical to the adjustment object in the [add/edit price intervals endpoint](/api-reference/price-interval/add-or-edit-price-intervals).
If the plan has phases, each object in the list must include a number with ‘plan_phase_order` key to indicate which phase the adjustment should be added to.
An object in the list can specify an optional ‘start_date` and optional `end_date`. If unspecified, the start or end date of the phase or subscription will be used.
### Removing adjustments
To remove adjustments, provide a list of objects with the key ‘remove_adjustments`. An object in the list must include a key, `adjustment_id`, with the ID of the adjustment to be removed.
### Replacing adjustments
To replace adjustments, provide a list of objects with the key ‘replace_adjustments`. An object in the list must specify a plan adjustment to replace with the `replaces_adjustment_id` key, and it must specify an adjustment to replace it with by including an object with the key `adjustment`, identical to the adjustment object in the [add/edit price intervals endpoint](/api-reference/price-interval/add-or-edit-price-intervals).
The replacement adjustment will have the same phase, if applicable, and the same start and end dates as the adjustment it replaces.
## Price overrides (DEPRECATED)
<Note> Price overrides are being phased out in favor adding/removing/replacing prices. (See [Customize your customer’s subscriptions](/api-reference/subscription/create-subscription)) </Note>
Price overrides are used to update some or all prices in a plan for the specific subscription being created. This is useful when a new customer has negotiated a rate that is unique to the customer.
To override prices, provide a list of objects with the key ‘price_overrides`. The price object in the list of overrides is expected to contain the existing price id, the `model_type` and configuration. (See the [Price resource](/product-catalog/price-configuration) for the specification of different price model configurations.) The numerical values can be updated, but the billable metric, cadence, type, and name of a price can not be overridden.
### Maximums and Minimums
Minimums and maximums, much like price overrides, can be useful when a new customer has negotiated a new or different minimum or maximum spend cap than the default for a given price. If one exists for a price and null is provided for the minimum/maximum override on creation, then there will be no minimum/maximum on the new subscription. If no value is provided, then the default price maximum or minimum is used.
To add a minimum for a specific price, add ‘minimum_amount` to the specific price in the `price_overrides` object.
To add a maximum for a specific price, add ‘maximum_amount` to the specific price in the `price_overrides` object.
### Minimum override example
Price minimum override example:
“‘json {
...
"id": "price_id",
"model_type": "unit",
"unit_config": {
"unit_amount": "0.50"
},
"minimum_amount": "100.00"
...
} “‘
Removing an existing minimum example
“‘json {
...
"id": "price_id",
"model_type": "unit",
"unit_config": {
"unit_amount": "0.50"
},
"minimum_amount": null
...
} “‘
### Discounts
Discounts, like price overrides, can be useful when a new customer has negotiated a new or different discount than the default for a price. If a discount exists for a price and a null discount is provided on creation, then there will be no discount on the new subscription.
To add a discount for a specific price, add ‘discount` to the price in the `price_overrides` object. Discount should be a dictionary of the format:
“‘ts
"discount_type": "amount" | "percentage" | "usage",
"amount_discount": string,
"percentage_discount": string,
"usage_discount": string
“‘
where either ‘amount_discount`, `percentage_discount`, or `usage_discount` is provided.
Price discount example
“‘json {
...
"id": "price_id",
"model_type": "unit",
"unit_config": {
"unit_amount": "0.50"
},
"discount": {"discount_type": "amount", "amount_discount": "175"},
} “‘
Removing an existing discount example
“‘json
"customer_id": "customer_id",
"plan_id": "plan_id",
"discount": null,
"price_overrides": [ ... ]
...
“‘
## Threshold Billing
Orb supports invoicing for a subscription when a preconfigured usage threshold is hit. To enable threshold billing, pass in an ‘invoicing_threshold`, which is specified in the subscription’s invoicing currency, when creating a subscription. E.g. pass in ‘10.00` to issue an invoice when usage amounts hit $10.00 for a subscription that invoices in USD.
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# File 'lib/orb/resources/subscriptions.rb', line 339 def create(params = {}) parsed, = Orb::SubscriptionCreateParams.dump_request(params) @client.request( method: :post, path: "subscriptions", body: parsed, model: Orb::MutatedSubscription, options: ) end |
#fetch(subscription_id, request_options: {}) ⇒ Orb::Models::Subscription
This endpoint is used to fetch a [Subscription](/core-concepts##subscription) given an identifier.
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# File 'lib/orb/resources/subscriptions.rb', line 544 def fetch(subscription_id, params = {}) @client.request( method: :get, path: ["subscriptions/%1$s", subscription_id], model: Orb::Subscription, options: params[:request_options] ) end |
#fetch_costs(subscription_id, currency: nil, timeframe_end: nil, timeframe_start: nil, view_mode: nil, request_options: {}) ⇒ Orb::Models::SubscriptionFetchCostsResponse
Some parameter documentations has been truncated, see Models::SubscriptionFetchCostsParams for more details.
This endpoint is used to fetch a day-by-day snapshot of a subscription’s costs in Orb, calculated by applying pricing information to the underlying usage (see the [subscription usage endpoint](fetch-subscription-usage) to fetch usage per metric, in usage units rather than a currency).
The semantics of this endpoint exactly mirror those of [fetching a customer’s costs](fetch-customer-costs). Use this endpoint to limit your analysis of costs to a specific subscription for the customer (e.g. to de-aggregate costs when a customer’s subscription has started and stopped on the same day).
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# File 'lib/orb/resources/subscriptions.rb', line 584 def fetch_costs(subscription_id, params = {}) parsed, = Orb::SubscriptionFetchCostsParams.dump_request(params) @client.request( method: :get, path: ["subscriptions/%1$s/costs", subscription_id], query: parsed, model: Orb::Models::SubscriptionFetchCostsResponse, options: ) end |
#fetch_schedule(subscription_id, cursor: nil, limit: nil, start_date_gt: nil, start_date_gte: nil, start_date_lt: nil, start_date_lte: nil, request_options: {}) ⇒ Orb::Internal::Page<Orb::Models::SubscriptionFetchScheduleResponse>
Some parameter documentations has been truncated, see Models::SubscriptionFetchScheduleParams for more details.
This endpoint returns a [paginated](/api-reference/pagination) list of all plans associated with a subscription along with their start and end dates. This list contains the subscription’s initial plan along with past and future plan changes.
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# File 'lib/orb/resources/subscriptions.rb', line 624 def fetch_schedule(subscription_id, params = {}) parsed, = Orb::SubscriptionFetchScheduleParams.dump_request(params) @client.request( method: :get, path: ["subscriptions/%1$s/schedule", subscription_id], query: parsed.transform_keys( start_date_gt: "start_date[gt]", start_date_gte: "start_date[gte]", start_date_lt: "start_date[lt]", start_date_lte: "start_date[lte]" ), page: Orb::Internal::Page, model: Orb::Models::SubscriptionFetchScheduleResponse, options: ) end |
#fetch_usage(subscription_id, billable_metric_id: nil, first_dimension_key: nil, first_dimension_value: nil, granularity: nil, group_by: nil, second_dimension_key: nil, second_dimension_value: nil, timeframe_end: nil, timeframe_start: nil, view_mode: nil, request_options: {}) ⇒ Orb::Models::SubscriptionUsage::UngroupedSubscriptionUsage, Orb::Models::SubscriptionUsage::GroupedSubscriptionUsage
Some parameter documentations has been truncated, see Models::SubscriptionFetchUsageParams for more details.
This endpoint is used to fetch a subscription’s usage in Orb. Especially when combined with optional query parameters, this endpoint is a powerful way to build visualizations on top of Orb’s event data and metrics.
With no query parameters specified, this endpoint returns usage for the subscription’s _current billing period_ across each billable metric that participates in the subscription. Usage quantities returned are the result of evaluating the metric definition for the entirety of the customer’s billing period.
### Default response shape
Orb returns a ‘data` array with an object corresponding to each billable metric. Nested within this object is a `usage` array which has a `quantity` value and a corresponding `timeframe_start` and `timeframe_end`. The `quantity` value represents the calculated usage value for the billable metric over the specified timeframe (inclusive of the `timeframe_start` timestamp and exclusive of the `timeframe_end` timestamp).
Orb will include every window in the response starting from the beginning of the billing period, even when there were no events (and therefore no usage) in the window. This increases the size of the response but prevents the caller from filling in gaps and handling cumbersome time-based logic.
The query parameters in this endpoint serve to override this behavior and provide some key functionality, as listed below. Note that this functionality can also be used _in conjunction_ with each other, e.g. to display grouped usage on a custom timeframe.
## Custom timeframe
In order to view usage for a custom timeframe rather than the current billing period, specify a ‘timeframe_start` and `timeframe_end`. This will calculate quantities for usage incurred between timeframe_start (inclusive) and timeframe_end (exclusive), i.e. `[timeframe_start, timeframe_end)`.
Note:
-
These timestamps must be specified in ISO 8601 format and UTC timezone, e.g. ‘2022-02-01T05:00:00Z`.
-
Both parameters must be specified if either is specified.
## Grouping by custom attributes
In order to view a single metric grouped by a specific attribute that each event is tagged with (e.g. ‘cluster`), you must additionally specify a `billable_metric_id` and a `group_by` key. The `group_by` key denotes the event property on which to group.
When returning grouped usage, only usage for ‘billable_metric_id` is returned, and a separate object in the `data` array is returned for each value of the `group_by` key present in your events. The `quantity` value is the result of evaluating the billable metric for events filtered to a single value of the `group_by` key.
Orb expects that events that match the billable metric will contain values in the ‘properties` dictionary that correspond to the `group_by` key specified. By default, Orb will not return a `null` group (i.e. events that match the metric but do not have the key set). Currently, it is only possible to view usage grouped by a single attribute at a time.
When viewing grouped usage, Orb uses pagination to limit the response size to 1000 groups by default. If there are more groups for a given subscription, pagination metadata in the response can be used to fetch all of the data.
The following example shows usage for an “API Requests” billable metric grouped by ‘region`. Note the extra `metric_group` dictionary in the response, which provides metadata about the group:
“‘json {
"data": [
{
"usage": [
{
"quantity": 0.19291,
"timeframe_start": "2021-10-01T07:00:00Z",
"timeframe_end": "2021-10-02T07:00:00Z",
},
...
],
"metric_group": {
"property_key": "region",
"property_value": "asia/pacific"
},
"billable_metric": {
"id": "Fe9pbpMk86xpwdGB",
"name": "API Requests"
},
"view_mode": "periodic"
},
...
]
} “‘
## Windowed usage
The ‘granularity` parameter can be used to window the usage `quantity` value into periods. When not specified, usage is returned for the entirety of the time range.
When ‘granularity = day` is specified with a timeframe longer than a day, Orb will return a `quantity` value for each full day between `timeframe_start` and `timeframe_end`. Note that the days are demarcated by the _customer’s local midnight_.
For example, with ‘timeframe_start = 2022-02-01T05:00:00Z`, `timeframe_end = 2022-02-04T01:00:00Z` and `granularity=day`, the following windows will be returned for a customer in the `America/Los_Angeles` timezone since local midnight is `08:00` UTC:
-
‘[2022-02-01T05:00:00Z, 2022-02-01T08:00:00Z)`
-
‘[2022-02-01T08:00:00, 2022-02-02T08:00:00Z)`
-
‘[2022-02-02T08:00:00, 2022-02-03T08:00:00Z)`
-
‘[2022-02-03T08:00:00, 2022-02-04T01:00:00Z)`
“‘json {
"data": [
{
"billable_metric": {
"id": "Q8w89wjTtBdejXKsm",
"name": "API Requests"
},
"usage": [
{
"quantity": 0,
"timeframe_end": "2022-02-01T08:00:00+00:00",
"timeframe_start": "2022-02-01T05:00:00+00:00"
},
{
"quantity": 0,
"timeframe_end": "2022-02-02T08:00:00+00:00",
"timeframe_start": "2022-02-01T08:00:00+00:00"
},
{
"quantity": 0,
"timeframe_end": "2022-02-03T08:00:00+00:00",
"timeframe_start": "2022-02-02T08:00:00+00:00"
},
{
"quantity": 0,
"timeframe_end": "2022-02-04T01:00:00+00:00",
"timeframe_start": "2022-02-03T08:00:00+00:00"
}
],
"view_mode": "periodic"
},
...
]
} “‘
## Decomposable vs. non-decomposable metrics
Billable metrics fall into one of two categories: decomposable and non-decomposable. A decomposable billable metric, such as a sum or a count, can be displayed and aggregated across arbitrary timescales. On the other hand, a non-decomposable metric is not meaningful when only a slice of the billing window is considered.
As an example, if we have a billable metric that’s defined to count unique users, displaying a graph of unique users for each day is not representative of the billable metric value over the month (days could have an overlapping set of ‘unique’ users). Instead, what’s useful for any given day is the number of unique users in the billing period so far, which are the cumulative unique users.
Accordingly, this endpoint returns treats these two types of metrics differently when ‘group_by` is specified:
-
Decomposable metrics can be grouped by any event property.
-
Non-decomposable metrics can only be grouped by the corresponding price’s invoice grouping key. If no invoice grouping key is present, the metric does not support ‘group_by`.
## Matrix prices
When a billable metric is attached to a price that uses matrix pricing, it’s important to view usage grouped by those matrix dimensions. In this case, use the query parameters ‘first_dimension_key`, `first_dimension_value` and `second_dimension_key`, `second_dimension_value` while filtering to a specific `billable_metric_id`.
For example, if your compute metric has a separate unit price (i.e. a matrix pricing model) per ‘region` and `provider`, your request might provide the following parameters:
-
‘first_dimension_key`: `region`
-
‘first_dimension_value`: `us-east-1`
-
‘second_dimension_key`: `provider`
-
‘second_dimension_value`: `aws`
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# File 'lib/orb/resources/subscriptions.rb', line 868 def fetch_usage(subscription_id, params = {}) parsed, = Orb::SubscriptionFetchUsageParams.dump_request(params) @client.request( method: :get, path: ["subscriptions/%1$s/usage", subscription_id], query: parsed, model: Orb::SubscriptionUsage, options: ) end |
#list(created_at_gt: nil, created_at_gte: nil, created_at_lt: nil, created_at_lte: nil, cursor: nil, customer_id: nil, external_customer_id: nil, limit: nil, status: nil, request_options: {}) ⇒ Orb::Internal::Page<Orb::Models::Subscription>
Some parameter documentations has been truncated, see Models::SubscriptionListParams for more details.
This endpoint returns a list of all subscriptions for an account as a [paginated](/api-reference/pagination) list, ordered starting from the most recently created subscription. For a full discussion of the subscription resource, see [Subscription](/core-concepts##subscription).
Subscriptions can be filtered for a specific customer by using either the customer_id or external_customer_id query parameters. To filter subscriptions for multiple customers, use the customer_id[] or external_customer_id[] query parameters.
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# File 'lib/orb/resources/subscriptions.rb', line 425 def list(params = {}) parsed, = Orb::SubscriptionListParams.dump_request(params) @client.request( method: :get, path: "subscriptions", query: parsed.transform_keys( created_at_gt: "created_at[gt]", created_at_gte: "created_at[gte]", created_at_lt: "created_at[lt]", created_at_lte: "created_at[lte]" ), page: Orb::Internal::Page, model: Orb::Subscription, options: ) end |
#price_intervals(subscription_id, add: nil, add_adjustments: nil, allow_invoice_credit_or_void: nil, edit: nil, edit_adjustments: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionPriceIntervalsParams for more details.
This endpoint is used to add and edit subscription [price intervals](/api-reference/price-interval/add-or-edit-price-intervals). By making modifications to a subscription’s price intervals, you can [flexibly and atomically control the billing behavior of a subscription](/product-catalog/modifying-subscriptions).
## Adding price intervals
Prices can be added as price intervals to a subscription by specifying them in the ‘add` array. A `price_id` or `external_price_id` from an add-on price or previously removed plan price can be specified to reuse an existing price definition (however, please note that prices from other plans cannot be added to the subscription). Additionally, a new price can be specified using the `price` field — this price will be created automatically.
A ‘start_date` must be specified for the price interval. This is the date when the price will start billing on the subscription, so this will notably result in an immediate charge at this time for any billed in advance fixed fees. The `end_date` will default to null, resulting in a price interval that will bill on a continually recurring basis. Both of these dates can be set in the past or the future and Orb will generate or modify invoices to ensure the subscription’s invoicing behavior is correct.
Additionally, a discount, minimum, or maximum can be specified on the price interval. This will only apply to this price interval, not any other price intervals on the subscription.
## Adjustment intervals
An adjustment interval represents the time period that a particular adjustment (a discount, minimum, or maximum) applies to the prices on a subscription. Adjustment intervals can be added to a subscription by specifying them in the ‘add_adjustments` array, or modified via the `edit_adjustments` array. When creating an adjustment interval, you’ll need to provide the definition of the new adjustment (the type of adjustment, and which prices it applies to), as well as the start and end dates for the adjustment interval. The start and end dates of an existing adjustment interval can be edited via the ‘edit_adjustments` field (just like price intervals). (To “change” the amount of a discount, minimum, or maximum, then, you’ll need to end the existing interval, and create a new adjustment interval with the new amount and a start date that matches the end date of the previous interval.)
## Editing price intervals
Price intervals can be adjusted by specifying edits to make in the ‘edit` array. A `price_interval_id` to edit must be specified — this can be retrieved from the `price_intervals` field on the subscription.
A new ‘start_date` or `end_date` can be specified to change the range of the price interval, which will modify past or future invoices to ensure correctness. If either of these dates are unspecified, they will default to the existing date on the price interval. To remove a price interval entirely from a subscription, set the `end_date` to be equivalent to the `start_date`.
## Fixed fee quantity transitions
The fixed fee quantity transitions for a fixed fee price interval can also be specified when adding or editing by passing an array for ‘fixed_fee_quantity_transitions`. A fixed fee quantity transition must have a `quantity` and an `effective_date`, which is the date after which the new quantity will be used for billing. If a fixed fee quantity transition is scheduled at a billing period boundary, the full quantity will be billed on an invoice with the other prices on the subscription. If the fixed fee quantity transition is scheduled mid-billing period, the difference between the existing quantity and quantity specified in the transition will be prorated for the rest of the billing period and billed immediately, which will generate a new invoice.
Notably, the list of fixed fee quantity transitions passed will overwrite the existing fixed fee quantity transitions on the price interval, so the entire list of transitions must be specified to add additional transitions. The existing list of transitions can be retrieved using the ‘fixed_fee_quantity_transitions` property on a subscription’s serialized price intervals.
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# File 'lib/orb/resources/subscriptions.rb', line 974 def price_intervals(subscription_id, params = {}) parsed, = Orb::SubscriptionPriceIntervalsParams.dump_request(params) @client.request( method: :post, path: ["subscriptions/%1$s/price_intervals", subscription_id], body: parsed, model: Orb::MutatedSubscription, options: ) end |
#redeem_coupon(subscription_id, change_option: , allow_invoice_credit_or_void: nil, change_date: nil, coupon_id: nil, coupon_redemption_code: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionRedeemCouponParams for more details.
Redeem a coupon effective at a given time.
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# File 'lib/orb/resources/subscriptions.rb', line 1009 def redeem_coupon(subscription_id, params) parsed, = Orb::SubscriptionRedeemCouponParams.dump_request(params) @client.request( method: :post, path: ["subscriptions/%1$s/redeem_coupon", subscription_id], body: parsed, model: Orb::MutatedSubscription, options: ) end |
#schedule_plan_change(subscription_id, change_option: , add_adjustments: nil, add_prices: nil, align_billing_with_plan_change_date: nil, auto_collection: nil, billing_cycle_alignment: nil, billing_cycle_anchor_configuration: nil, change_date: nil, coupon_redemption_code: nil, credits_overage_rate: nil, default_invoice_memo: nil, external_plan_id: nil, filter: nil, initial_phase_order: nil, invoicing_threshold: nil, net_terms: nil, per_credit_overage_amount: nil, plan_id: nil, plan_version_number: nil, price_overrides: nil, remove_adjustments: nil, remove_prices: nil, replace_adjustments: nil, replace_prices: nil, trial_duration_days: nil, usage_customer_ids: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionSchedulePlanChangeParams for more details.
This endpoint can be used to change an existing subscription’s plan. It returns the serialized updated subscription object.
The body parameter ‘change_option` determines when the plan change occurrs. Orb supports three options:
-
‘end_of_subscription_term`: changes the plan at the end of the existing plan’s term.
-
Issuing this plan change request for a monthly subscription will keep the existing plan active until the start of the subsequent month. Issuing this plan change request for a yearly subscription will keep the existing plan active for the full year. Charges incurred in the remaining period will be invoiced as normal.
-
Example: The plan is billed monthly on the 1st of the month, the request is made on January 15th, so the plan will be changed on February 1st, and invoice will be issued on February 1st for the last month of the original plan.
-
-
‘immediate`: changes the plan immediately.
-
Subscriptions that have their plan changed with this option will move to the new plan immediately, and be invoiced immediately.
-
This invoice will include any usage fees incurred in the billing period up to the change, along with any prorated recurring fees for the billing period, if applicable.
-
Example: The plan is billed monthly on the 1st of the month, the request is made on January 15th, so the plan will be changed on January 15th, and an invoice will be issued for the partial month, from January 1 to January 15, on the original plan.
-
-
‘requested_date`: changes the plan on the requested date (`change_date`).
-
If no timezone is provided, the customer’s timezone is used. The ‘change_date` body parameter is required if this option is chosen.
-
Example: The plan is billed monthly on the 1st of the month, the request is made on January 15th, with a requested ‘change_date` of February 15th, so the plan will be changed on February 15th, and invoices will be issued on February 1st and February 15th.
-
Note that one of ‘plan_id` or `external_plan_id` is required in the request body for this operation.
## Customize your customer’s subscriptions
Prices and adjustments in a plan can be added, removed, or replaced on the subscription when you schedule the plan change. This is useful when a customer has prices that differ from the default prices for a specific plan.
<Note> This feature is only available for accounts that have migrated to Subscription Overrides Version 2. You can find your Subscription Overrides Version at the bottom of your [Plans page](app.withorb.com/plans) </Note>
### Adding Prices
To add prices, provide a list of objects with the key ‘add_prices`. An object in the list must specify an existing add-on price with a `price_id` or `external_price_id` field, or create a new add-on price by including an object with the key `price`, identical to what would be used in the request body for the [create price endpoint](/api-reference/price/create-price). See the [Price resource](/product-catalog/price-configuration) for the specification of different price model configurations possible in this object.
If the plan has phases, each object in the list must include a number with ‘plan_phase_order` key to indicate which phase the price should be added to.
An object in the list can specify an optional ‘start_date` and optional `end_date`. If `start_date` is unspecified, the start of the phase / plan change time will be used. If `end_date` is unspecified, it will finish at the end of the phase / have no end time.
An object in the list can specify an optional ‘minimum_amount`, `maximum_amount`, or `discounts`. This will create adjustments which apply only to this price.
Additionally, an object in the list can specify an optional ‘reference_id`. This ID can be used to reference this price when [adding an adjustment](#adding-adjustments) in the same API call. However the ID is transient and cannot be used to refer to the price in future API calls.
### Removing Prices
To remove prices, provide a list of objects with the key ‘remove_prices`. An object in the list must specify a plan price with either a `price_id` or `external_price_id` field.
### Replacing Prices
To replace prices, provide a list of objects with the key ‘replace_prices`. An object in the list must specify a plan price to replace with the `replaces_price_id` key, and it must specify a price to replace it with by either referencing an existing add-on price with a `price_id` or `external_price_id` field, or by creating a new add-on price by including an object with the key `price`, identical to what would be used in the request body for the [create price endpoint](/api-reference/price/create-price). See the [Price resource](/product-catalog/price-configuration) for the specification of different price model configurations possible in this object.
For fixed fees, an object in the list can supply a ‘fixed_price_quantity` instead of a `price`, `price_id`, or `external_price_id` field. This will update only the quantity for the price, similar to the [Update price quantity](/api-reference/subscription/update-price-quantity) endpoint.
The replacement price will have the same phase, if applicable, and the same start and end dates as the price it replaces.
An object in the list can specify an optional ‘minimum_amount`, `maximum_amount`, or `discounts`. This will create adjustments which apply only to this price.
Additionally, an object in the list can specify an optional ‘reference_id`. This ID can be used to reference the replacement price when [adding an adjustment](#adding-adjustments) in the same API call. However the ID is transient and cannot be used to refer to the price in future API calls.
### Adding adjustments
To add adjustments, provide a list of objects with the key ‘add_adjustments`. An object in the list must include an object with the key `adjustment`, identical to the adjustment object in the [add/edit price intervals endpoint](/api-reference/price-interval/add-or-edit-price-intervals).
If the plan has phases, each object in the list must include a number with ‘plan_phase_order` key to indicate which phase the adjustment should be added to.
An object in the list can specify an optional ‘start_date` and optional `end_date`. If `start_date` is unspecified, the start of the phase / plan change time will be used. If `end_date` is unspecified, it will finish at the end of the phase / have no end time.
### Removing adjustments
To remove adjustments, provide a list of objects with the key ‘remove_adjustments`. An object in the list must include a key, `adjustment_id`, with the ID of the adjustment to be removed.
### Replacing adjustments
To replace adjustments, provide a list of objects with the key ‘replace_adjustments`. An object in the list must specify a plan adjustment to replace with the `replaces_adjustment_id` key, and it must specify an adjustment to replace it with by including an object with the key `adjustment`, identical to the adjustment object in the [add/edit price intervals endpoint](/api-reference/price-interval/add-or-edit-price-intervals).
The replacement adjustment will have the same phase, if applicable, and the same start and end dates as the adjustment it replaces.
## Price overrides (DEPRECATED)
<Note> Price overrides are being phased out in favor adding/removing/replacing prices. (See [Customize your customer’s subscriptions](/api-reference/subscription/schedule-plan-change)) </Note>
Price overrides are used to update some or all prices in a plan for the specific subscription being created. This is useful when a new customer has negotiated a rate that is unique to the customer.
To override prices, provide a list of objects with the key ‘price_overrides`. The price object in the list of overrides is expected to contain the existing price id, the `model_type` and configuration. (See the [Price resource](/product-catalog/price-configuration) for the specification of different price model configurations.) The numerical values can be updated, but the billable metric, cadence, type, and name of a price can not be overridden.
### Maximums, and minimums
Price overrides are used to update some or all prices in the target plan. Minimums and maximums, much like price overrides, can be useful when a new customer has negotiated a new or different minimum or maximum spend cap than the default for the plan. The request format for maximums and minimums is the same as those in [subscription creation](create-subscription).
## Scheduling multiple plan changes
When scheduling multiple plan changes with the same date, the latest plan change on that day takes effect.
## Prorations for in-advance fees
By default, Orb calculates the prorated difference in any fixed fees when making a plan change, adjusting the customer balance as needed. For details on this behavior, see [Modifying subscriptions](/product-catalog/modifying-subscriptions#prorations-for-in-advance-fees).
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# File 'lib/orb/resources/subscriptions.rb', line 1268 def schedule_plan_change(subscription_id, params) parsed, = Orb::SubscriptionSchedulePlanChangeParams.dump_request(params) @client.request( method: :post, path: ["subscriptions/%1$s/schedule_plan_change", subscription_id], body: parsed, model: Orb::MutatedSubscription, options: ) end |
#trigger_phase(subscription_id, allow_invoice_credit_or_void: nil, effective_date: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionTriggerPhaseParams for more details.
Manually trigger a phase, effective the given date (or the current time, if not specified).
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# File 'lib/orb/resources/subscriptions.rb', line 1298 def trigger_phase(subscription_id, params = {}) parsed, = Orb::SubscriptionTriggerPhaseParams.dump_request(params) @client.request( method: :post, path: ["subscriptions/%1$s/trigger_phase", subscription_id], body: parsed, model: Orb::MutatedSubscription, options: ) end |
#unschedule_cancellation(subscription_id, request_options: {}) ⇒ Orb::Models::MutatedSubscription
This endpoint can be used to unschedule any pending cancellations for a subscription.
To be eligible, the subscription must currently be active and have a future cancellation. This operation will turn on auto-renew, ensuring that the subscription does not end at the currently scheduled cancellation time.
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# File 'lib/orb/resources/subscriptions.rb', line 1324 def unschedule_cancellation(subscription_id, params = {}) @client.request( method: :post, path: ["subscriptions/%1$s/unschedule_cancellation", subscription_id], model: Orb::MutatedSubscription, options: params[:request_options] ) end |
#unschedule_fixed_fee_quantity_updates(subscription_id, price_id: , request_options: {}) ⇒ Orb::Models::MutatedSubscription
This endpoint can be used to clear scheduled updates to the quantity for a fixed fee.
If there are no updates scheduled, a request validation error will be returned with a 400 status code.
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# File 'lib/orb/resources/subscriptions.rb', line 1350 def unschedule_fixed_fee_quantity_updates(subscription_id, params) parsed, = Orb::SubscriptionUnscheduleFixedFeeQuantityUpdatesParams.dump_request(params) @client.request( method: :post, path: ["subscriptions/%1$s/unschedule_fixed_fee_quantity_updates", subscription_id], body: parsed, model: Orb::MutatedSubscription, options: ) end |
#unschedule_pending_plan_changes(subscription_id, request_options: {}) ⇒ Orb::Models::MutatedSubscription
This endpoint can be used to unschedule any pending plan changes on an existing subscription. When called, all upcoming plan changes will be unscheduled.
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# File 'lib/orb/resources/subscriptions.rb', line 1372 def unschedule_pending_plan_changes(subscription_id, params = {}) @client.request( method: :post, path: ["subscriptions/%1$s/unschedule_pending_plan_changes", subscription_id], model: Orb::MutatedSubscription, options: params[:request_options] ) end |
#update(subscription_id, auto_collection: nil, default_invoice_memo: nil, invoicing_threshold: nil, metadata: nil, net_terms: nil, request_options: {}) ⇒ Orb::Models::Subscription
Some parameter documentations has been truncated, see Models::SubscriptionUpdateParams for more details.
This endpoint can be used to update the ‘metadata`, `net terms`, `auto_collection`, `invoicing_threshold`, and `default_invoice_memo` properties on a subscription.
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# File 'lib/orb/resources/subscriptions.rb', line 376 def update(subscription_id, params = {}) parsed, = Orb::SubscriptionUpdateParams.dump_request(params) @client.request( method: :put, path: ["subscriptions/%1$s", subscription_id], body: parsed, model: Orb::Subscription, options: ) end |
#update_fixed_fee_quantity(subscription_id, price_id: , quantity: , allow_invoice_credit_or_void: nil, change_option: nil, effective_date: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionUpdateFixedFeeQuantityParams for more details.
This endpoint can be used to update the quantity for a fixed fee.
To be eligible, the subscription must currently be active and the price specified must be a fixed fee (not usage-based). This operation will immediately update the quantity for the fee, or if a ‘effective_date` is passed in, will update the quantity on the requested date at midnight in the customer’s timezone.
In order to change the fixed fee quantity as of the next draft invoice for this subscription, pass ‘change_option=upcoming_invoice` without an `effective_date` specified.
If the fee is an in-advance fixed fee, it will also issue an immediate invoice for the difference for the remainder of the billing period.
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# File 'lib/orb/resources/subscriptions.rb', line 1418 def update_fixed_fee_quantity(subscription_id, params) parsed, = Orb::SubscriptionUpdateFixedFeeQuantityParams.dump_request(params) @client.request( method: :post, path: ["subscriptions/%1$s/update_fixed_fee_quantity", subscription_id], body: parsed, model: Orb::MutatedSubscription, options: ) end |
#update_trial(subscription_id, trial_end_date: , shift: nil, request_options: {}) ⇒ Orb::Models::MutatedSubscription
Some parameter documentations has been truncated, see Models::SubscriptionUpdateTrialParams for more details.
This endpoint is used to update the trial end date for a subscription. The new trial end date must be within the time range of the current plan (i.e. the new trial end date must be on or after the subscription’s start date on the current plan, and on or before the subscription end date).
In order to retroactively remove a trial completely, the end date can be set to the transition date of the subscription to this plan (or, if this is the first plan for this subscription, the subscription’s start date). In order to end a trial immediately, the keyword ‘immediate` can be provided as the trial end date.
By default, Orb will shift only the trial end date (and price intervals that start or end on the previous trial end date), and leave all other future price intervals untouched. If the ‘shift` parameter is set to `true`, Orb will shift all subsequent price and adjustment intervals by the same amount as the trial end date shift (so, e.g., if a plan change is scheduled or an add-on price was added, that change will be pushed back by the same amount of time the trial is extended).
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# File 'lib/orb/resources/subscriptions.rb', line 1464 def update_trial(subscription_id, params) parsed, = Orb::SubscriptionUpdateTrialParams.dump_request(params) @client.request( method: :post, path: ["subscriptions/%1$s/update_trial", subscription_id], body: parsed, model: Orb::MutatedSubscription, options: ) end |