Merge pull request #16092 from edx/upsell-nudges-for-unverified-users

Upsell nudges for unverified users

common/djangoapps/student/models.py

@@ -1696,16 +1696,13 @@ class CourseEnrollment(models.Model):
     def verified_mode(self):
         return CourseMode.verified_mode_for_course(self.course_id)
 
-    @property
+    @cached_property
     def upgrade_deadline(self):
         """
         Returns the upgrade deadline for this enrollment, if it is upgradeable.
-
         If the seat cannot be upgraded, None is returned.
-
         Note:
             When loading this model, use `select_related` to retrieve the associated schedule object.
-
         Returns:
             datetime|None
         """
@@ -1717,39 +1714,60 @@ class CourseEnrollment(models.Model):
             )
             return None
 
+        if self.dynamic_upgrade_deadline is not None:
+            return self.dynamic_upgrade_deadline
+
+        return self.course_upgrade_deadline
+
+    @cached_property
+    def dynamic_upgrade_deadline(self):
+
         try:
-            schedule_driven_deadlines_enabled = (
-                DynamicUpgradeDeadlineConfiguration.is_enabled()
-                or CourseDynamicUpgradeDeadlineConfiguration.is_enabled(self.course_id)
-            )
-            if (
-                    schedule_driven_deadlines_enabled
-                    and self.course_overview.self_paced
-                    and self.schedule
-                    and self.schedule.upgrade_deadline is not None
-            ):
+            course_overview = self.course
+        except CourseOverview.DoesNotExist:
+            course_overview = self.course_overview
+
+        if not course_overview.self_paced:
+            return None
+
+        if not DynamicUpgradeDeadlineConfiguration.is_enabled():
+            return None
+
+        course_config = CourseDynamicUpgradeDeadlineConfiguration.current(self.course_id)
+        if course_config.enabled and course_config.opt_out:
+            return None
+
+        try:
+            if not self.schedule:
+                return None
+
             log.debug(
                 'Schedules: Pulling upgrade deadline for CourseEnrollment %d from Schedule %d.',
                 self.id, self.schedule.id
             )
-                return self.schedule.upgrade_deadline
+            upgrade_deadline = self.schedule.upgrade_deadline
         except ObjectDoesNotExist:
             # NOTE: Schedule has a one-to-one mapping with CourseEnrollment. If no schedule is associated
             # with this enrollment, Django will raise an exception rather than return None.
             log.debug('Schedules: No schedule exists for CourseEnrollment %d.', self.id)
-            pass
+            return None
 
+        if upgrade_deadline is None or datetime.now(UTC) >= upgrade_deadline:
+            return None
+
+        return upgrade_deadline
+
+    @cached_property
+    def course_upgrade_deadline(self):
         try:
             if self.verified_mode:
                 log.debug('Schedules: Defaulting to verified mode expiration date-time for %s.', self.course_id)
                 return self.verified_mode.expiration_datetime
             else:
                 log.debug('Schedules: No verified mode located for %s.', self.course_id)
+                return None
         except CourseMode.DoesNotExist:
             log.debug('Schedules: %s has no verified mode.', self.course_id)
-            pass
-
-        log.debug('Schedules: Returning default of `None`')
             return None
 
     def is_verified_enrollment(self):

common/djangoapps/student/tests/test_models.py

@@ -14,6 +14,7 @@ from django.db.models.functions import Lower
 from course_modes.models import CourseMode
 from course_modes.tests.factories import CourseModeFactory
 from courseware.models import DynamicUpgradeDeadlineConfiguration
+from openedx.core.djangoapps.content.course_overviews.models import CourseOverview
 from openedx.core.djangoapps.schedules.models import Schedule
 from openedx.core.djangoapps.schedules.tests.factories import ScheduleFactory
 from openedx.core.djangolib.testing.utils import skip_unless_lms
@@ -132,6 +133,25 @@ class CourseEnrollmentTests(SharedModuleStoreTestCase):
         self.assertEqual(Schedule.objects.all().count(), 0)
         self.assertEqual(enrollment.upgrade_deadline, course_mode.expiration_datetime)
 
+    @skip_unless_lms
+    # NOTE: We mute the post_save signal to prevent Schedules from being created for new enrollments
+    @factory.django.mute_signals(signals.post_save)
+    def test_upgrade_deadline_with_schedule(self):
+        """ The property should use either the CourseMode or related Schedule to determine the deadline. """
+        course = CourseFactory(self_paced=True)
+        CourseModeFactory(
+            course_id=course.id,
+            mode_slug=CourseMode.VERIFIED,
+            # This must be in the future to ensure it is returned by downstream code.
+            expiration_datetime=datetime.datetime.now(pytz.UTC) + datetime.timedelta(days=30),
+        )
+        course_overview = CourseOverview.load_from_module_store(course.id)
+        enrollment = CourseEnrollmentFactory(
+            course_id=course.id,
+            mode=CourseMode.AUDIT,
+            course=course_overview,
+        )
+
         # The schedule's upgrade deadline should be used if a schedule exists
         DynamicUpgradeDeadlineConfiguration.objects.create(enabled=True)
         schedule = ScheduleFactory(enrollment=enrollment)

lms/djangoapps/ccx/tests/test_field_override_performance.py

@@ -237,18 +237,18 @@ class TestFieldOverrideMongoPerformance(FieldOverridePerformanceTestCase):
         #     # of sql queries to default,
         #     # of mongo queries,
         # )
-        ('no_overrides', 1, True, False): (19, 1),
-        ('no_overrides', 2, True, False): (19, 1),
-        ('no_overrides', 3, True, False): (19, 1),
-        ('ccx', 1, True, False): (19, 1),
-        ('ccx', 2, True, False): (19, 1),
-        ('ccx', 3, True, False): (19, 1),
-        ('no_overrides', 1, False, False): (19, 1),
-        ('no_overrides', 2, False, False): (19, 1),
-        ('no_overrides', 3, False, False): (19, 1),
-        ('ccx', 1, False, False): (19, 1),
-        ('ccx', 2, False, False): (19, 1),
-        ('ccx', 3, False, False): (19, 1),
+        ('no_overrides', 1, True, False): (16, 1),
+        ('no_overrides', 2, True, False): (16, 1),
+        ('no_overrides', 3, True, False): (16, 1),
+        ('ccx', 1, True, False): (16, 1),
+        ('ccx', 2, True, False): (16, 1),
+        ('ccx', 3, True, False): (16, 1),
+        ('no_overrides', 1, False, False): (16, 1),
+        ('no_overrides', 2, False, False): (16, 1),
+        ('no_overrides', 3, False, False): (16, 1),
+        ('ccx', 1, False, False): (16, 1),
+        ('ccx', 2, False, False): (16, 1),
+        ('ccx', 3, False, False): (16, 1),
     }
 
 
@@ -260,19 +260,19 @@ class TestFieldOverrideSplitPerformance(FieldOverridePerformanceTestCase):
     __test__ = True
 
     TEST_DATA = {
-        ('no_overrides', 1, True, False): (19, 3),
-        ('no_overrides', 2, True, False): (19, 3),
-        ('no_overrides', 3, True, False): (19, 3),
-        ('ccx', 1, True, False): (19, 3),
-        ('ccx', 2, True, False): (19, 3),
-        ('ccx', 3, True, False): (19, 3),
-        ('ccx', 1, True, True): (20, 3),
-        ('ccx', 2, True, True): (20, 3),
-        ('ccx', 3, True, True): (20, 3),
-        ('no_overrides', 1, False, False): (19, 3),
-        ('no_overrides', 2, False, False): (19, 3),
-        ('no_overrides', 3, False, False): (19, 3),
-        ('ccx', 1, False, False): (19, 3),
-        ('ccx', 2, False, False): (19, 3),
-        ('ccx', 3, False, False): (19, 3),
+        ('no_overrides', 1, True, False): (16, 3),
+        ('no_overrides', 2, True, False): (16, 3),
+        ('no_overrides', 3, True, False): (16, 3),
+        ('ccx', 1, True, False): (16, 3),
+        ('ccx', 2, True, False): (16, 3),
+        ('ccx', 3, True, False): (16, 3),
+        ('ccx', 1, True, True): (17, 3),
+        ('ccx', 2, True, True): (17, 3),
+        ('ccx', 3, True, True): (17, 3),
+        ('no_overrides', 1, False, False): (16, 3),
+        ('no_overrides', 2, False, False): (16, 3),
+        ('no_overrides', 3, False, False): (16, 3),
+        ('ccx', 1, False, False): (16, 3),
+        ('ccx', 2, False, False): (16, 3),
+        ('ccx', 3, False, False): (16, 3),
     }

lms/djangoapps/ccx/tests/test_views.py

@@ -36,6 +36,7 @@ from lms.djangoapps.ccx.utils import ccx_course, is_email
 from lms.djangoapps.ccx.views import get_date
 from lms.djangoapps.grades.tasks import compute_all_grades_for_course
 from lms.djangoapps.instructor.access import allow_access, list_with_level
+from openedx.core.djangoapps.content.course_overviews.models import CourseOverview
 from request_cache.middleware import RequestCache
 from student.models import CourseEnrollment, CourseEnrollmentAllowed
 from student.roles import CourseCcxCoachRole, CourseInstructorRole, CourseStaffRole
@@ -1061,6 +1062,7 @@ class TestCCXGrades(FieldOverrideTestMixin, SharedModuleStoreTestCase, LoginEnro
     def setUpClass(cls):
         super(TestCCXGrades, cls).setUpClass()
         cls._course = course = CourseFactory.create(enable_ccx=True)
+        CourseOverview.load_from_module_store(course.id)
 
         # Create a course outline
         cls.mooc_start = start = datetime.datetime(
@@ -1122,6 +1124,7 @@ class TestCCXGrades(FieldOverrideTestMixin, SharedModuleStoreTestCase, LoginEnro
         # which emulates how a student would get access.
         self.ccx_key = CCXLocator.from_course_locator(self._course.id, unicode(ccx.id))
         self.course = get_course_by_id(self.ccx_key, depth=None)
+        CourseOverview.load_from_module_store(self.course.id)
         setup_students_and_grades(self)
         self.client.login(username=coach.username, password="test")
         self.addCleanup(RequestCache.clear_request_cache)

lms/djangoapps/courseware/date_summary.py

@@ -20,6 +20,7 @@ from course_modes.models import CourseMode, get_cosmetic_verified_display_price
 from lms.djangoapps.commerce.utils import EcommerceService
 from lms.djangoapps.verify_student.models import SoftwareSecurePhotoVerification, VerificationDeadline
 from openedx.core.djangoapps.certificates.api import can_show_certificate_available_date_field
+from openedx.core.djangoapps.content.course_overviews.models import CourseOverview
 from openedx.core.djangolib.markup import HTML, Text
 from openedx.features.course_experience import CourseHomeMessages, UPGRADE_DEADLINE_MESSAGE
 from student.models import CourseEnrollment
@@ -380,6 +381,63 @@ class CertificateAvailableDate(DateSummary):
             )
 
 
+def verified_upgrade_deadline_link(user, course=None, course_id=None):
+    """
+    Format the correct verified upgrade link for the specified ``user``
+    in a course.
+
+    One of ``course`` or ``course_id`` must be supplied. If both are specified,
+    ``course`` will take priority.
+
+    Arguments:
+        user (:class:`~django.contrib.auth.models.User`): The user to display
+            the link for.
+        course (:class:`.CourseOverview`): The course to render a link for.
+        course_id (:class:`.CourseKey`): The course_id of the course to render for.
+
+    Returns:
+        The formatted link that will allow the user to upgrade to verified
+        in this course.
+    """
+    if course is not None:
+        course_id = course.id
+
+    ecommerce_service = EcommerceService()
+    if ecommerce_service.is_enabled(user):
+        if course is not None and isinstance(course, CourseOverview):
+            course_mode = course.modes.get(mode_slug=CourseMode.VERIFIED)
+        else:
+            course_mode = CourseMode.objects.get(
+                course_id=course_id, mode_slug=CourseMode.VERIFIED
+            )
+        return ecommerce_service.get_checkout_page_url(course_mode.sku)
+    return reverse('verify_student_upgrade_and_verify', args=(course_id,))
+
+
+def verified_upgrade_link_is_valid(enrollment=None):
+    """
+    Return whether this enrollment can be upgraded.
+
+    Arguments:
+        enrollment (:class:`.CourseEnrollment`): The enrollment under consideration.
+            If None, then the enrollment is considered to be upgradeable.
+    """
+    # Return `true` if user is not enrolled in course
+    if enrollment is None:
+        return False
+
+    upgrade_deadline = enrollment.upgrade_deadline
+
+    if upgrade_deadline is None:
+        return False
+
+    if datetime.datetime.now(utc).date() > upgrade_deadline.date():
+        return False
+
+    # Show the summary if user enrollment is in which allow user to upsell
+    return enrollment.is_active and enrollment.mode in CourseMode.UPSELL_TO_VERIFIED_MODES
+
+
 class VerifiedUpgradeDeadlineDate(DateSummary):
     """
     Displays the date before which learners must upgrade to the
@@ -395,7 +453,7 @@ class VerifiedUpgradeDeadlineDate(DateSummary):
 
     @property
     def link(self):
-        return EcommerceService().upgrade_url(self.user, self.course_id)
+        return verified_upgrade_deadline_link(self.user, self.course, self.course_id)
 
     @cached_property
     def enrollment(self):
@@ -413,19 +471,7 @@ class VerifiedUpgradeDeadlineDate(DateSummary):
         if not is_enabled:
             return False
 
-        enrollment_mode = None
-        is_active = None
-
-        if self.enrollment:
-            enrollment_mode = self.enrollment.mode
-            is_active = self.enrollment.is_active
-
-        # Return `true` if user is not enrolled in course
-        if enrollment_mode is None and is_active is None:
-            return True
-
-        # Show the summary if user enrollment is in which allow user to upsell
-        return is_active and enrollment_mode in CourseMode.UPSELL_TO_VERIFIED_MODES
+        return verified_upgrade_link_is_valid(self.enrollment)
 
     @lazy
     def date(self):

lms/djangoapps/courseware/migrations/0004_auto_20171010_1639.py

+# -*- coding: utf-8 -*-
+from __future__ import unicode_literals
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('courseware', '0003_auto_20170825_0935'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='coursedynamicupgradedeadlineconfiguration',
+            name='opt_out',
+            field=models.BooleanField(default=False, help_text='Disable the dynamic upgrade deadline for this course run.'),
+        ),
+    ]

lms/djangoapps/courseware/models.py

@@ -398,5 +398,5 @@ class CourseDynamicUpgradeDeadlineConfiguration(ConfigurationModel):
     )
     opt_out = models.BooleanField(
         default=False,
-        help_text=_('This does not do anything and is no longer used. Setting enabled=False has the same effect.')
+        help_text=_('Disable the dynamic upgrade deadline for this course run.')
     )

lms/djangoapps/courseware/tests/test_date_summary.py

@@ -618,18 +618,6 @@ class TestScheduleOverrides(SharedModuleStoreTestCase):
         self.assertEqual(block.date, expected)
 
     @override_waffle_flag(CREATE_SCHEDULE_WAFFLE_FLAG, True)
-    def test_date_with_self_paced_with_single_course(self):
-        """ If the global switch is off, a single course can still be enabled. """
-        course = create_self_paced_course_run(days_till_start=-1)
-        DynamicUpgradeDeadlineConfiguration.objects.create(enabled=False)
-        course_config = CourseDynamicUpgradeDeadlineConfiguration.objects.create(enabled=True, course_id=course.id)
-        enrollment = CourseEnrollmentFactory(course_id=course.id, mode=CourseMode.AUDIT)
-
-        block = VerifiedUpgradeDeadlineDate(course, enrollment.user)
-        expected = enrollment.created + timedelta(days=course_config.deadline_days)
-        self.assertEqual(block.date, expected)
-
-    @override_waffle_flag(CREATE_SCHEDULE_WAFFLE_FLAG, True)
     def test_date_with_existing_schedule(self):
         """ If a schedule is created while deadlines are disabled, they shouldn't magically appear once the feature is
         turned on. """

lms/djangoapps/courseware/tests/test_views.py

@@ -213,8 +213,8 @@ class IndexQueryTestCase(ModuleStoreTestCase):
     NUM_PROBLEMS = 20
 
     @ddt.data(
-        (ModuleStoreEnum.Type.mongo, 10, 147),
-        (ModuleStoreEnum.Type.split, 4, 147),
+        (ModuleStoreEnum.Type.mongo, 10, 145),
+        (ModuleStoreEnum.Type.split, 4, 145),
     )
     @ddt.unpack
     def test_index_query_counts(self, store_type, expected_mongo_query_count, expected_mysql_query_count):
@@ -1047,6 +1047,7 @@ class BaseDueDateTests(ModuleStoreTestCase):
         course = modulestore().get_course(course.id)
         self.assertIsNotNone(course.get_children()[0].get_children()[0].due)
         CourseEnrollmentFactory(user=self.user, course_id=course.id)
+        CourseOverview.load_from_module_store(course.id)
         return course
 
     def setUp(self):
@@ -1456,13 +1457,13 @@ class ProgressPageTests(ProgressPageBaseTests):
         """Test that query counts remain the same for self-paced and instructor-paced courses."""
         SelfPacedConfiguration(enabled=self_paced_enabled).save()
         self.setup_course(self_paced=self_paced)
-        with self.assertNumQueries(36, table_blacklist=QUERY_COUNT_TABLE_BLACKLIST), check_mongo_calls(1):
+        with self.assertNumQueries(34 if self_paced else 33, table_blacklist=QUERY_COUNT_TABLE_BLACKLIST), check_mongo_calls(1):
             self._get_progress_page()
 
     @patch.dict(settings.FEATURES, {'ASSUME_ZERO_GRADE_IF_ABSENT_FOR_ALL_TESTS': False})
     @ddt.data(
-        (False, 43, 27),
-        (True, 36, 23)
+        (False, 40, 26),
+        (True, 33, 22)
     )
     @ddt.unpack
     def test_progress_queries(self, enable_waffle, initial, subsequent):
@@ -2213,6 +2214,7 @@ class TestIndexView(ModuleStoreTestCase):
                 state=json.dumps({'state': unicode(item.scope_ids.usage_id)})
             )
 
+        CourseOverview.load_from_module_store(course.id)
         CourseEnrollmentFactory(user=user, course_id=course.id)
 
         self.assertTrue(self.client.login(username=user.username, password='test'))
@@ -2241,6 +2243,7 @@ class TestIndexView(ModuleStoreTestCase):
             vertical = ItemFactory.create(parent=section, category='vertical', display_name="Vertical")
             ItemFactory.create(parent=vertical, category='id_checker', display_name="ID Checker")
 
+        CourseOverview.load_from_module_store(course.id)
         CourseEnrollmentFactory(user=user, course_id=course.id)
 
         self.assertTrue(self.client.login(username=user.username, password='test'))
@@ -2281,6 +2284,8 @@ class TestIndexViewWithVerticalPositions(ModuleStoreTestCase):
             ItemFactory.create(parent=self.section, category='vertical', display_name="Vertical2")
             ItemFactory.create(parent=self.section, category='vertical', display_name="Vertical3")
 
+        CourseOverview.load_from_module_store(self.course.id)
+
         self.client.login(username=self.user, password='test')
         CourseEnrollmentFactory(user=self.user, course_id=self.course.id)
 
@@ -2505,6 +2510,7 @@ class EnterpriseConsentTestCase(EnterpriseTestConsentRequired, ModuleStoreTestCa
         self.user = UserFactory.create()
         self.assertTrue(self.client.login(username=self.user.username, password='test'))
         self.course = CourseFactory.create()
+        CourseOverview.load_from_module_store(self.course.id)
         CourseEnrollmentFactory(user=self.user, course_id=self.course.id)
 
     def test_consent_required(self):

lms/djangoapps/courseware/testutils.py

@@ -12,6 +12,7 @@ from mock import patch
 
 from lms.djangoapps.courseware.field_overrides import OverrideModulestoreFieldData
 from lms.djangoapps.courseware.url_helpers import get_redirect_url
+from openedx.core.djangoapps.content.course_overviews.models import CourseOverview
 from student.tests.factories import AdminFactory, CourseEnrollmentFactory, UserFactory
 from xmodule.modulestore import ModuleStoreEnum
 from xmodule.modulestore.django import modulestore
@@ -104,6 +105,7 @@ class RenderXBlockTestMixin(object):
                 category='html',
                 data="<p>Test HTML Content<p>"
             )
+        CourseOverview.load_from_module_store(self.course.id)
 
         # block_name_to_be_tested can be `html_block` or `vertical_block`.
         # These attributes help ensure the positive and negative tests are in sync.

lms/djangoapps/experiments/factories.py

 import factory
+import factory.fuzzy
 
 from experiments.models import ExperimentData, ExperimentKeyValue
 from student.tests.factories import UserFactory

lms/djangoapps/experiments/utils.py

@@ -3,21 +3,41 @@ from course_modes.models import (
     get_cosmetic_verified_display_price
 )
 from courseware.date_summary import (
-    VerifiedUpgradeDeadlineDate
+    verified_upgrade_deadline_link, verified_upgrade_link_is_valid
 )
 
 
-def check_and_get_upgrade_link(user, course_id):
+def check_and_get_upgrade_link_and_date(user, enrollment=None, course=None):
     """
     For an authenticated user, return a link to allow them to upgrade
     in the specified course.
     """
-    if user.is_authenticated():
-        upgrade_data = VerifiedUpgradeDeadlineDate(None, user, course_id=course_id)
-        if upgrade_data.is_enabled:
-            return upgrade_data
+    if enrollment is None and course is None:
+        raise ValueError("Must specify either an enrollment or a course")
 
-    return None
+    if enrollment:
+        if course is None:
+            course = enrollment.course
+        elif enrollment.course_id != course.id:
+            raise ValueError("{} refers to a different course than {} which was supplied".format(
+                enrollment, course
+            ))
+
+        if enrollment.user_id != user.id:
+            raise ValueError("{} refers to a different user than {} which was supplied".format(
+                enrollment, user
+            ))
+
+    if enrollment is None:
+        enrollment = CourseEnrollment.get_enrollment(user, course.id)
+
+    if user.is_authenticated() and verified_upgrade_link_is_valid(enrollment):
+        return (
+            verified_upgrade_deadline_link(user, course),
+            enrollment.upgrade_deadline
+        )
+
+    return (None, None)
 
 
 def get_experiment_user_metadata_context(course, user):
@@ -26,23 +46,26 @@ def get_experiment_user_metadata_context(course, user):
     """
     enrollment_mode = None
     enrollment_time = None
+    enrollment = None
     try:
-        enrollment = CourseEnrollment.objects.get(user_id=user.id, course_id=course.id)
+        enrollment = CourseEnrollment.objects.select_related(
+            'course'
+        ).get(user_id=user.id, course_id=course.id)
         if enrollment.is_active:
             enrollment_mode = enrollment.mode
             enrollment_time = enrollment.created
     except CourseEnrollment.DoesNotExist:
         pass  # Not enrolled, used the default None values
 
-    upgrade_data = check_and_get_upgrade_link(user, course.id)
+    upgrade_link, upgrade_date = check_and_get_upgrade_link_and_date(user, enrollment, course)
 
     return {
-        'upgrade_link': upgrade_data and upgrade_data.link,
+        'upgrade_link': upgrade_link,
         'upgrade_price': unicode(get_cosmetic_verified_display_price(course)),
         'enrollment_mode': enrollment_mode,
         'enrollment_time': enrollment_time,
         'pacing_type': 'self_paced' if course.self_paced else 'instructor_paced',
-        'upgrade_deadline': upgrade_data and upgrade_data.date,
+        'upgrade_deadline': upgrade_date,
         'course_key': course.id,
         'course_start': course.start,
         'course_end': course.end,

openedx/core/djangoapps/schedules/management/commands/tests/test_send_upgrade_reminder.py

@@ -14,21 +14,41 @@ from mock import Mock, patch
 from opaque_keys.edx.keys import CourseKey
 from opaque_keys.edx.locator import CourseLocator
 
+from course_modes.models import CourseMode
+from course_modes.tests.factories import CourseModeFactory
+from courseware.models import DynamicUpgradeDeadlineConfiguration
 from openedx.core.djangoapps.schedules import resolvers, tasks
 from openedx.core.djangoapps.schedules.management.commands import send_upgrade_reminder as reminder
 from openedx.core.djangoapps.schedules.tests.factories import ScheduleConfigFactory, ScheduleFactory
 from openedx.core.djangoapps.site_configuration.tests.factories import SiteConfigurationFactory, SiteFactory
-from openedx.core.djangolib.testing.utils import CacheIsolationTestCase, skip_unless_lms
+from openedx.core.djangoapps.waffle_utils.testutils import WAFFLE_TABLES
+from openedx.core.djangolib.testing.utils import CacheIsolationTestCase, skip_unless_lms, FilteredQueryCountMixin
 from student.tests.factories import UserFactory
 
 
+# 1) Load the current django site
+# 2) Query the schedules to find all of the template context information
+NUM_QUERIES_NO_MATCHING_SCHEDULES = 2
+
+# 3) Query all course modes for all courses in returned schedules
+NUM_QUERIES_WITH_MATCHES = NUM_QUERIES_NO_MATCHING_SCHEDULES + 1
+
+# 1) Global dynamic deadline switch
+# 2) E-commerce configuration
+NUM_QUERIES_WITH_DEADLINE = 2
+
+NUM_COURSE_MODES_QUERIES = 1
+
+
 @ddt.ddt
 @skip_unless_lms
 @skipUnless('openedx.core.djangoapps.schedules.apps.SchedulesConfig' in settings.INSTALLED_APPS,
             "Can't test schedules if the app isn't installed")
-class TestUpgradeReminder(CacheIsolationTestCase):
+class TestUpgradeReminder(FilteredQueryCountMixin, CacheIsolationTestCase):
     # pylint: disable=protected-access
 
+    ENABLED_CACHES = ['default']
+
     def setUp(self):
         super(TestUpgradeReminder, self).setUp()
 
@@ -74,20 +94,26 @@ class TestUpgradeReminder(CacheIsolationTestCase):
         schedules = [
             ScheduleFactory.create(
                 upgrade_deadline=datetime.datetime(2017, 8, 3, 18, 44, 30, tzinfo=pytz.UTC),
-                enrollment__user=UserFactory.create(),
                 enrollment__course__id=CourseLocator('edX', 'toy', 'Bin')
-            ) for _ in range(schedule_count)
+            ) for i in range(schedule_count)
         ]
 
+        bins_in_use = frozenset((s.enrollment.user.id % tasks.UPGRADE_REMINDER_NUM_BINS) for s in schedules)
+
         test_time = datetime.datetime(2017, 8, 3, 18, tzinfo=pytz.UTC)
         test_time_str = serialize(test_time)
         for b in range(tasks.UPGRADE_REMINDER_NUM_BINS):
-            # waffle flag takes an extra query before it is cached
-            with self.assertNumQueries(3 if b == 0 else 2):
+            expected_queries = NUM_QUERIES_NO_MATCHING_SCHEDULES
+            if b in bins_in_use:
+                # to fetch course modes for valid schedules
+                expected_queries += NUM_COURSE_MODES_QUERIES
+
+            with self.assertNumQueries(expected_queries, table_blacklist=WAFFLE_TABLES):
                 tasks.upgrade_reminder_schedule_bin(
                     self.site_config.site.id, target_day_str=test_time_str, day_offset=2, bin_num=b,
                     org_list=[schedules[0].enrollment.course.org],
                 )
+
         self.assertEqual(mock_schedule_send.apply_async.call_count, schedule_count)
         self.assertFalse(mock_ace.send.called)
 
@@ -103,8 +129,7 @@ class TestUpgradeReminder(CacheIsolationTestCase):
         test_time = datetime.datetime(2017, 8, 3, 20, tzinfo=pytz.UTC)
         test_time_str = serialize(test_time)
         for b in range(tasks.UPGRADE_REMINDER_NUM_BINS):
-            # waffle flag takes an extra query before it is cached
-            with self.assertNumQueries(3 if b == 0 else 2):
+            with self.assertNumQueries(NUM_QUERIES_NO_MATCHING_SCHEDULES, table_blacklist=WAFFLE_TABLES):
                 tasks.upgrade_reminder_schedule_bin(
                     self.site_config.site.id, target_day_str=test_time_str, day_offset=2, bin_num=b,
                     org_list=[schedule.enrollment.course.org],
@@ -176,7 +201,7 @@ class TestUpgradeReminder(CacheIsolationTestCase):
 
         test_time = datetime.datetime(2017, 8, 3, 17, tzinfo=pytz.UTC)
         test_time_str = serialize(test_time)
-        with self.assertNumQueries(3):
+        with self.assertNumQueries(NUM_QUERIES_WITH_MATCHES, table_blacklist=WAFFLE_TABLES):
             tasks.upgrade_reminder_schedule_bin(
                 limited_config.site.id, target_day_str=test_time_str, day_offset=2, bin_num=0,
                 org_list=org_list, exclude_orgs=exclude_orgs,
@@ -200,7 +225,7 @@ class TestUpgradeReminder(CacheIsolationTestCase):
 
         test_time = datetime.datetime(2017, 8, 3, 19, 44, 30, tzinfo=pytz.UTC)
         test_time_str = serialize(test_time)
-        with self.assertNumQueries(3):
+        with self.assertNumQueries(NUM_QUERIES_WITH_MATCHES, table_blacklist=WAFFLE_TABLES):
             tasks.upgrade_reminder_schedule_bin(
                 self.site_config.site.id, target_day_str=test_time_str, day_offset=2,
                 bin_num=user.id % tasks.UPGRADE_REMINDER_NUM_BINS,
@@ -212,18 +237,31 @@ class TestUpgradeReminder(CacheIsolationTestCase):
     @ddt.data(*itertools.product((1, 10, 100), (2, 10)))
     @ddt.unpack
     def test_templates(self, message_count, day):
+        DynamicUpgradeDeadlineConfiguration.objects.create(enabled=True)
+        now = datetime.datetime.now(pytz.UTC)
+        future_date = now + datetime.timedelta(days=21)
 
         user = UserFactory.create()
         schedules = [
             ScheduleFactory.create(
-                upgrade_deadline=datetime.datetime(2017, 8, 3, 19, 44, 30, tzinfo=pytz.UTC),
+                upgrade_deadline=future_date,
                 enrollment__user=user,
                 enrollment__course__id=CourseLocator('edX', 'toy', 'Course{}'.format(course_num))
             )
             for course_num in range(message_count)
         ]
 
-        test_time = datetime.datetime(2017, 8, 3, 19, tzinfo=pytz.UTC)
+        for schedule in schedules:
+            schedule.enrollment.course.self_paced = True
+            schedule.enrollment.course.save()
+
+            CourseModeFactory(
+                course_id=schedule.enrollment.course.id,
+                mode_slug=CourseMode.VERIFIED,
+                expiration_datetime=future_date
+            )
+
+        test_time = future_date
         test_time_str = serialize(test_time)
 
         patch_policies(self, [StubPolicy([ChannelType.PUSH])])
@@ -241,7 +279,10 @@ class TestUpgradeReminder(CacheIsolationTestCase):
             with patch.object(tasks, '_upgrade_reminder_schedule_send') as mock_schedule_send:
                 mock_schedule_send.apply_async = lambda args, *_a, **_kw: sent_messages.append(args)
 
-                with self.assertNumQueries(3):
+                # we execute one query per course to see if it's opted out of dynamic upgrade deadlines, however,
+                # since we create a new course for each schedule in this test, we expect there to be one per message
+                num_expected_queries = NUM_QUERIES_WITH_MATCHES + NUM_QUERIES_WITH_DEADLINE + message_count
+                with self.assertNumQueries(num_expected_queries, table_blacklist=WAFFLE_TABLES):
                     tasks.upgrade_reminder_schedule_bin(
                         self.site_config.site.id, target_day_str=test_time_str, day_offset=day,
                         bin_num=user.id % tasks.UPGRADE_REMINDER_NUM_BINS,

openedx/core/djangoapps/schedules/signals.py

@@ -112,7 +112,7 @@ def _get_upgrade_deadline_delta_setting(course_id):
 
     # Check if the course has a deadline
     course_config = CourseDynamicUpgradeDeadlineConfiguration.current(course_id)
-    if course_config.enabled:
+    if course_config.enabled and not course_config.opt_out:
         delta = course_config.deadline_days
 
     return delta

openedx/core/djangoapps/schedules/tasks.py

@@ -12,6 +12,7 @@ from django.core.urlresolvers import reverse
 from django.db.models import F, Min
 from django.db.utils import DatabaseError
 from django.utils.formats import dateformat, get_format
+import pytz
 
 from edx_ace import ace
 from edx_ace.message import Message
@@ -19,6 +20,8 @@ from edx_ace.recipient import Recipient
 from edx_ace.utils.date import deserialize
 from opaque_keys.edx.keys import CourseKey
 
+from courseware.date_summary import verified_upgrade_deadline_link, verified_upgrade_link_is_valid
+
 from edxmako.shortcuts import marketing_link
 from openedx.core.djangoapps.schedules.message_type import ScheduleMessageType
 from openedx.core.djangoapps.schedules.models import Schedule, ScheduleConfig
@@ -105,6 +108,40 @@ def _recurring_nudge_schedule_send(site_id, msg_str):
 
 # TODO: delete once _recurring_nudge_schedules_for_bin is fully rolled out
 def _recurring_nudge_schedules_for_hour(site, target_hour, org_list, exclude_orgs=False):
+    users, schedules = _gather_users_and_schedules_for_target_hour(target_hour, org_list, exclude_orgs)
+
+    dashboard_relative_url = reverse('dashboard')
+    for (user, user_schedules) in groupby(schedules, lambda s: s.enrollment.user):
+        user_schedules = list(user_schedules)
+        course_id_strs = [str(schedule.enrollment.course_id) for schedule in user_schedules]
+
+        first_schedule = user_schedules[0]
+
+        template_context = {
+            'student_name': user.profile.name,
+
+            'course_name': first_schedule.enrollment.course.display_name,
+            'course_url': absolute_url(site, reverse('course_root', args=[str(first_schedule.enrollment.course_id)])),
+
+            # This is used by the bulk email optout policy
+            'course_ids': course_id_strs,
+            # Platform information
+            'homepage_url': encode_url(marketing_link('ROOT')),
+            'dashboard_url': absolute_url(site, dashboard_relative_url),
+            'template_revision': settings.EDX_PLATFORM_REVISION,
+            'platform_name': settings.PLATFORM_NAME,
+            'contact_mailing_address': settings.CONTACT_MAILING_ADDRESS,
+            'social_media_urls': encode_urls_in_dict(getattr(settings, 'SOCIAL_MEDIA_FOOTER_URLS', {})),
+            'mobile_store_urls': encode_urls_in_dict(getattr(settings, 'MOBILE_STORE_URLS', {})),
+        }
+
+        # Information for including upsell messaging in template.
+        _add_upsell_button_information_to_template_context(user, first_schedule, template_context)
+
+        yield (user, first_schedule.enrollment.course.language, template_context)
+
+
+def _gather_users_and_schedules_for_target_hour(target_hour, org_list, exclude_orgs):
     beginning_of_day = target_hour.replace(hour=0, minute=0, second=0)
     users = User.objects.filter(
         courseenrollment__schedule__start__gte=beginning_of_day,
@@ -120,6 +157,8 @@ def _recurring_nudge_schedules_for_hour(site, target_hour, org_list, exclude_org
     schedules = Schedule.objects.select_related(
         'enrollment__user__profile',
         'enrollment__course',
+    ).prefetch_related(
+        'enrollment__course__modes'
     ).filter(
         enrollment__user__in=users,
         start__gte=beginning_of_day,
@@ -138,32 +177,7 @@ def _recurring_nudge_schedules_for_hour(site, target_hour, org_list, exclude_org
 
     LOG.debug('Scheduled Nudge: Query = %r', schedules.query.sql_with_params())
 
-    dashboard_relative_url = reverse('dashboard')
-
-    for (user, user_schedules) in groupby(schedules, lambda s: s.enrollment.user):
-        user_schedules = list(user_schedules)
-        course_id_strs = [str(schedule.enrollment.course_id) for schedule in user_schedules]
-
-        first_schedule = user_schedules[0]
-        template_context = {
-            'student_name': user.profile.name,
-
-            'course_name': first_schedule.enrollment.course.display_name,
-            'course_url': absolute_url(site, reverse('course_root', args=[str(first_schedule.enrollment.course_id)])),
-
-            # This is used by the bulk email optout policy
-            'course_ids': course_id_strs,
-
-            # Platform information
-            'homepage_url': encode_url(marketing_link('ROOT')),
-            'dashboard_url': absolute_url(site, dashboard_relative_url),
-            'template_revision': settings.EDX_PLATFORM_REVISION,
-            'platform_name': settings.PLATFORM_NAME,
-            'contact_mailing_address': settings.CONTACT_MAILING_ADDRESS,
-            'social_media_urls': encode_urls_in_dict(getattr(settings, 'SOCIAL_MEDIA_FOOTER_URLS', {})),
-            'mobile_store_urls': encode_urls_in_dict(getattr(settings, 'MOBILE_STORE_URLS', {})),
-        }
-        yield (user, first_schedule.enrollment.course.language, template_context)
+    return users, schedules
 
 
 @task(ignore_result=True, routing_key=ROUTING_KEY)
@@ -219,6 +233,10 @@ def _recurring_nudge_schedules_for_bin(site, target_day, bin_num, org_list, excl
             # This is used by the bulk email optout policy
             'course_ids': course_id_strs,
         })
+
+        # Information for including upsell messaging in template.
+        _add_upsell_button_information_to_template_context(user, first_schedule, template_context)
+
         yield (user, first_schedule.enrollment.course.language, template_context)
 
 
@@ -289,14 +307,6 @@ def _upgrade_reminder_schedules_for_bin(site, target_day, bin_num, org_list, exc
         template_context.update({
             'student_name': user.profile.name,
             'user_personal_address': user.profile.name if user.profile.name else user.username,
-            'user_schedule_upgrade_deadline_time': dateformat.format(
-                schedule.upgrade_deadline,
-                get_format(
-                    'DATE_FORMAT',
-                    lang=first_schedule.enrollment.course.language,
-                    use_l10n=True
-                )
-            ),
 
             'course_name': first_schedule.enrollment.course.display_name,
             'course_url': absolute_url(site, reverse('course_root', args=[str(first_schedule.enrollment.course_id)])),
@@ -306,6 +316,8 @@ def _upgrade_reminder_schedules_for_bin(site, target_day, bin_num, org_list, exc
             'cert_image': absolute_url(site, static('course_experience/images/verified-cert.png')),
         })
 
+        _add_upsell_button_information_to_template_context(user, first_schedule, template_context)
+
         yield (user, first_schedule.enrollment.course.language, template_context)
 
 
@@ -344,6 +356,8 @@ def get_schedules_with_target_date_by_bin_and_orgs(schedule_date_field, target_d
     schedules = Schedule.objects.select_related(
         'enrollment__user__profile',
         'enrollment__course',
+    ).prefetch_related(
+        'enrollment__course__modes'
     ).filter(
         enrollment__user__in=users,
         enrollment__is_active=True,
@@ -360,3 +374,32 @@ def get_schedules_with_target_date_by_bin_and_orgs(schedule_date_field, target_d
         schedules = schedules.using("read_replica")
 
     return schedules
+
+
+def _add_upsell_button_information_to_template_context(user, schedule, template_context):
+    enrollment = schedule.enrollment
+    course = enrollment.course
+
+    verified_upgrade_link = _get_link_to_purchase_verified_certificate(user, schedule)
+    has_verified_upgrade_link = verified_upgrade_link is not None
+
+    if has_verified_upgrade_link:
+        template_context['upsell_link'] = verified_upgrade_link
+        template_context['user_schedule_upgrade_deadline_time'] = dateformat.format(
+            enrollment.dynamic_upgrade_deadline,
+            get_format(
+                'DATE_FORMAT',
+                lang=course.language,
+                use_l10n=True
+            )
+        )
+
+    template_context['show_upsell'] = has_verified_upgrade_link
+
+
+def _get_link_to_purchase_verified_certificate(a_user, a_schedule):
+    enrollment = a_schedule.enrollment
+    if enrollment.dynamic_upgrade_deadline is None or not verified_upgrade_link_is_valid(enrollment):
+        return None
+
+    return verified_upgrade_deadline_link(a_user, enrollment.course)

openedx/core/djangoapps/schedules/templates/schedules/edx_ace/recurringnudge_day3/email/body.html

@@ -36,7 +36,7 @@
             </p>
 
             <p>
-                <!-- email client support for style sheets is pretty spotty, so we have to inline all of these styles -->
+                {# email client support for style sheets is pretty spotty, so we have to inline all of these styles #}
                 <a
                 {% if course_ids|length > 1 %}
                     href="{{ dashboard_url }}"
@@ -46,20 +46,48 @@
                 style="
                     color: #ffffff;
                     text-decoration: none;
-                    border-radius: 4px;
-                    -webkit-border-radius: 4px;
-                    -moz-border-radius: 4px;
+                    border-radius: .3rem;
+                    -webkit-border-radius: .3rem;
+                    -moz-border-radius: .3rem;
                     background-color: #005686;
-                    border-top: 10px solid #005686;
-                    border-bottom: 10px solid #005686;
-                    border-right: 16px solid #005686;
-                    border-left: 16px solid #005686;
+                    border-top: .15rem solid #005686;
+                    border-bottom: .15rem solid #005686;
+                    border-right: .15rem solid #005686;
+                    border-left: .15rem solid #005686;
                     display: inline-block;
+                    padding: 1rem 5rem;
                 ">
-                    <!-- old email clients require the use of the font tag :( -->
+                    {# old email clients require the use of the font tag :( #}
                     <font color="#ffffff"><b>{% trans "Start learning now" %}</b></font>
                 </a>
             </p>
+            {% if show_upsell %}
+                <p>
+                    {% blocktrans trimmed %}
+                        Don't miss the opportunity to highlight your new knowledge and skills by earning a verified
+                        certificate. Upgrade by {{ user_schedule_upgrade_deadline_time }}.
+                    {% endblocktrans %}
+                </p>
+                <p>
+                    <a href="{{ upsell_link }}"
+                       style="
+                        color: #1e8142;
+                        text-decoration: none;
+                        border-radius: .3rem;
+                        -webkit-border-radius: .3rem;
+                        -moz-border-radius: .3rem;
+                        background-color: #FFFFFF;
+                        border-top: .15rem solid #1e8142;
+                        border-bottom: .15rem solid #1e8142;
+                        border-right: .15rem solid #1e8142;
+                        border-left: .15rem solid #1e8142;
+                        display: inline-block;
+                        padding: 1rem 6.1rem;
+                        ">
+                        <font color="#1e8142"><b>{% trans "Upgrade Now" %}</b></font>
+                    </a>
+                </p>
+            {% endif %}
         </td>
     </tr>
 </table>

openedx/core/djangoapps/schedules/templates/schedules/edx_ace/recurringnudge_day3/email/body.txt

@@ -15,3 +15,12 @@
 
 {% trans "Start learning now" %} <{{ course_url }}>
 {% endif %}
+
+{% if show_upsell %}
+{% blocktrans trimmed %}
+    Don't miss the opportunity to highlight your new knowledge and skills by earning a verified
+    certificate. Upgrade by {{ user_schedule_upgrade_deadline_time }}.
+
+    Upgrade Now! <{{ upsell_link }}>
+{% endblocktrans %}
+{% endif %}

openedx/core/djangoapps/schedules/templates/schedules/edx_ace/upgradereminder/email/body.html

@@ -30,7 +30,7 @@
                 {% endblocktrans %}
             </p>
 
-            <a href="{{ course_url }}">
+            <a href="{{ upsell_link }}">
                 <img
                     src="{{ cert_image }}"
                     alt="{% blocktrans %}Example print-out of a verified certificate{% endblocktrans %}"
@@ -50,7 +50,7 @@
             <p>
                 <!-- email client support for style sheets is pretty spotty, so we have to inline all of these styles -->
                 <a
-                    href="{{ course_url }}"
+                    href="{{ upsell_link }}"
                     style="
                         color: #ffffff;
                         text-decoration: none;

openedx/core/djangoapps/schedules/templates/schedules/edx_ace/upgradereminder/email/body.txt

@@ -11,4 +11,4 @@ Dear {{ user_personal_address }},
     Upgrade by {{ user_schedule_upgrade_deadline_time }}.
 {% endblocktrans %}
 
-{% trans "Upgrade now at" %} <{{ course_url }}>
+{% trans "Upgrade now at" %} <{{ upsell_link }}>

openedx/features/course_experience/tests/views/test_course_updates.py

@@ -126,7 +126,7 @@ class TestCourseUpdatesPage(SharedModuleStoreTestCase):
         course_updates_url(self.course)
 
         # Fetch the view and verify that the query counts haven't changed
-        with self.assertNumQueries(33, table_blacklist=QUERY_COUNT_TABLE_BLACKLIST):
+        with self.assertNumQueries(30, table_blacklist=QUERY_COUNT_TABLE_BLACKLIST):
             with check_mongo_calls(4):
                 url = course_updates_url(self.course)
                 self.client.get(url)