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profitable

[0.6.0] - 2026-06-23

Accuracy-focused release: every metric was re-audited line by line against the actual data pay (7.x–11.x) stores.

  • Fix canceled trials polluting nearly every flow metric: a trial that was canceled without ever converting no longer counts in total_subscribers, total_customers, new_customers, new_subscribers, new_mrr, churned_customers, churned_mrr, churn, or the monthly/daily summaries. A subscription now only counts as ever-billable if it ended after billing started
  • Fix survivor bias in monthly_summary churn rates: the churn denominator now includes subscribers who churned later inside the window, so early months no longer overstate churn
  • Fix summaries counting future trial conversions: a trial scheduled to convert later this month/day no longer appears as a new subscriber (and new MRR) before it actually converts
  • Fix paid: false charges counting as revenue on SQLite: JSON booleans surface as integers on SQLite (vs. text on PostgreSQL/MySQL); JSON extraction is now text-cast so all adapters filter identically (Rails 8 runs SQLite in production)
  • Handle Braintree/Lemon Squeezy statuses: expired now counts as churn (at ends_at) instead of billable-forever, and pending (future start date, never billed) is excluded everywhere
  • Fix time_to_next_mrr_milestone returning a bare String: it now returns a NumericResult like every other metric, so the documented .to_readable works (plain string comparisons still behave the same)
  • Fix Pay 7-9 schema compatibility for charge filtering: revenue queries now only reference pay_charges.object when that column exists, so legacy data-only schemas do not crash
  • Fix paused subscriptions disappearing from lifecycle metrics: paused subscriptions without a local pause start date remain excluded from current MRR, but still count as customers/subscribers if they had already become billable
  • Fix two small edge cases: sub-dollar positive MRR no longer reports as "No MRR yet" for milestone messaging, and monthly churn denominators now match the inclusive period-start semantics used by churn
  • Add Profitable.mrr_at(date) as the public historical MRR snapshot API, keeping the raw calculate_mrr_at helper private
  • Preserve existing Profitable::Error messages in MRR snapshot delegation instead of double-wrapping them
  • Correct the processor coverage docs: pay only stores subscription price payloads locally for Stripe, so Braintree/Paddle subscriptions contribute 0 to MRR-style metrics unless the payload is backfilled — the README previously overstated this; charge-based and lifecycle-based metrics remain fully portable across all processors
  • DRY consolidation: MRR "billable right now" and "billable at date" are now literally the same query (MrrCalculator.calculate delegates to the shared snapshot), churn-event queries are defined once and reused by all metrics and summaries, and subscription_data has a single source of truth
  • MrrCalculator.calculate streams subscriptions in batches (find_each) everywhere, keeping memory flat on large datasets
  • Test coverage increased to ~98% line / ~90% branch, including regression tests for every bug above, exercised against Pay 7.3–11.x and Rails 7.2–8.1

[0.5.0] - 2026-03-19

  • Add Profitable.ttm_revenue for trailing twelve-month revenue
  • Add Profitable.ttm as a founder-friendly alias for ttm_revenue
  • Add Profitable.revenue_run_rate, estimated_arr_valuation, estimated_ttm_revenue_valuation, and estimated_revenue_run_rate_valuation
  • Make revenue metrics net of refunds when amount_refunded is present
  • Make subscriber and MRR metrics distinguish between current billable subscriptions and historical period events
  • Count new_customers from first monetization date rather than signup date
  • Count new_subscribers / new_mrr from when a subscription becomes billable, not when a free trial starts
  • Handle additional Pay status variants like on_trial, cancelled, and deleted
  • Keep grace-period subscriptions billable until ends_at
  • Exclude metered Stripe items from fixed run-rate MRR calculations
  • Surface TTM revenue in the built-in dashboard
  • Extract shared metric logic to lib/profitable/metrics.rb for cleaner architecture

[0.4.0] - 2026-02-10

  • Add monthly summary (12mo) and daily summary (30d) tables to dashboard
  • Add period_data method for efficient batch computation of period metrics
  • Fix new_mrr counting incomplete/unpaid subscriptions (now only counts active)
  • Fix new_subscribers not filtering out trialing/paused subscriptions
  • DRY up period methods (churn, churned_customers, new_mrr, etc.) via _in_period delegation
  • Optimize dashboard from ~176 to 38 queries (batch summary queries, precompute in controller)

[0.3.0] - 2026-01-01

  • Add Pay v10+ support, comprehensive Minitest test suite, and 16 critical bugfixes re: wrong calculations

[0.2.3] - 2024-09-01

  • Fix the time_to_next_mrr_milestone estimation and make it accurate to the day

[0.2.2] - 2024-09-01

  • Improve MRR calculations with prorated churned and new MRR (hopefully fixes bad churned MRR calculations)
  • Only consider paid charges for all revenue calculations (hopefully fixes bad ARPC calculations)
  • Add multiple: parameter as another option for estimated_valuation (same as at:, just syntactic sugar)

[0.2.1] - 2024-08-31

  • Add syntactic sugar for estimated_valuation(at: "3x")
  • Now estimated_valuation also supports Numeric-only inputs like estimated_valuation(3), so that @pretzelhands can avoid writing 3 extra characters and we embrace actual syntactic sugar instead of "syntactic saccharine" (sic.)

[0.2.0] - 2024-08-31

  • Initial production ready release

[0.1.0] - 2024-08-29

  • Initial test release (not production ready)