The remote support view now returns results for deactivated remote
servers with those results sorted to the end and formatted to
visually stand out.
Forms to change sponsorship and discount fields on the customer
for the remote server or realm are not shown, but the data stored
on the customer object is shown, including any sponsorship request
information (if the customer had a sponsorship request pending when
it was deactivated).
Forms to schedule a plan are also not shown for deactivated servers
and their associated remote realms.
Forms and information for any current plan or scheduled plan, for
either the deactivated remote server or its associated remote
realms, are shown so that support staff can update those plans if
necessary.
When a server doesn't submit a remote realm info which was
previously submitted, we mark it as locally deleted.
If such a realm has paid plan attached to it, we should investigate.
This commit adds logic to send an email to sales@zulip.com for
investigation.
This is a prep commit which replaces the 'invoice_overdue'
and 'reminder_to_review_plan' email templates with
'internal_billing_notice'.
This will help us to use the same template as we plan to
send an email to sales when a remote realm with paid plan
attached is locally deleted.
Because the remote support page now supports searching by UUID,
the support URL for remote billing entities, which is used for
sponsorship request emails and overdue invoice emails, can now
use the remote server or realm UUID.
Adds the remote realm UUID to the remote support view information.
Earlier, for fixed-price plans we were showing the generic
next payment info on billing page which stated that plan
will automatically renew on end_date. It is no longer correct
for fixed-price plans.
This commit fixes the next payment info for fixed-price plans.
When the next_billing_cycle is the end_date, we inform the customer
that their plan will end on end_date and zulip sales will contact
them a couple of month ago before the end_date for renewal.
Adds the information returned by get_push_status_for_remote_request
for remote billing users to the support page. Note that getting
the current push status data will result in some duplicate database
queries (getting customer, plan, current billed users, next billing
cycle) when generating the remote support view.
The (1) delay in fetching the read receipts data from the api call to
`/json/messages/${message_id}/read_receipts`; followed by the execution
of the success callback function, and the (2) use of `.append()` to
render the modal and user list, together lead to duplication of the read
receipts modal and also the user list inside the read receipts menu.
This commit adds a check to set the read receipts menu contents only if
the read receipts modal for the selected message ID is open by the time
the network request is resolved.
In addition, this commit also uses the `on_shown` hook instead of the
`on_show` hook in the read receipts modal logic, to add a delay in the
calling of the read receipts API, which prevents the stacking of the
requests.
For fixed-price plans, we send a reminder email to
sales@zulip.com, 2 months before the end date, to review
the pricing and configure a new fixed-price plan accordingly.
Updates the class name used for the sponsorship form container in
the remote support views to be more specific.
Adds a shared "support-form" class for the different forms in the
realm_details template.
Use the same CSS rule for current and next plan information sections.
Instead of displaying the end of the day interval for the latest
count stat update for push notifications forwarded on the bouncer,
we display the start of the day interval and format it as a date
instead of a date and time.
Adds a link on the upgrade and billing pages that opens a stripe
billing portal for the customer to update their name and address
that will appear on invoices and receipts.
On the billing page, updating the credit card information will
no longer update the customer billing address, since they can
now do this directly through the billing portal. To be consistent
with the credit card form on the upgrade page, we still require
inputting a billing address for the card.
Note that, once an invoice is paid/complete, then changes to the
customer's name and address will not be applied to those invoices.
Instead of charging the customer using the attached payment
method and then creating the invoice, we create an invoice and
force an immediate payment for the invoice via the attached
payment method.
Adds a count for mobile users registered for the remote server
with a RemotePushDeviceToken that does not have an associated
remote realm, which was a recently added field.
If the remote server is pre-8.0 and does not have remote realms,
then only the total mobile user count is displayed, as the count
for uncatagorized mobile users would be equal to the total mobile
user count.
This is useful in the support view in case the audit log data is
stale and user counts are not updated for billing.
Also, renames formatting function for optional datetimes that is
used in the support and activity views/charts. And instead of
showing these datetime strings in the eastern US timezone, we
now show and label them as UTC.
If a plan is already on "basic" or "business" plan and wants to
switch to a fixed-price "basic" / "business" plan, then it is
necessary that the current plan should have an end date configured.
Earlier, we could update the end_date only if the current plan
already had an end_date set.
This commit makes it possible to always show the option to
set or update end_date.
Also, makes small updates to `next_plan_forms_support.html`.
Removes unneeded "btn" and "btn-default" classes, and updates
the placeholder text for the input as not marked for translation.
Also, renames `ad_hoc_query.html` to `activity_table.html`,
`realm_summary_table.html` to `installation_activity_table.html`,
and `activity_details_template.html` to `activity.html`.
Removes the style attribute in the installation activity template
and uses a CSS class, "installation-activity-header", to center the
h3 and p tags instead. This removes an exception from the custom
lint check.
Moves CSS styles for support view buttons to
`web/styles/portico.activity.css`.
Also removed the "sea-green" and "small" classes from a few buttons
as no CSS rules were being applied and most of those buttons will
be removed when these forms are refactored to use a modal.
Updates the total row for the installation and remote activity
charts to be in the table footer. Makes the footer class sticky
to the bottom of the view so that it is always visible on the
chart.
Also, updates the installation activity column for revenue to
be formatted as a dollar string, since this formatting was being
applied in the updated total row.
Because we can now extend the end date for legacy self-hosted plans,
instead of hard-coding the generic end date in the plans template,
show the specific end date for the current legacy plan.
Instead of showing the next invoice date for the plan, show the
date for the next billing cycle start (e.g. the next plan renewal
charge date), except for plans currently on a free trial.
For plans on a free trial, the next plan renewal date will be when
the free trial ends, which is stored as the next invoice date on
the plan.
Adds columns for remote realm ID, name and organization type. If
a remote server has remote realms attached that are not marked
as deactivated by the remote server, then there will be a row in
the chart for each remote realm (which duplicates some remote
server data).
Updates the plan data, revenue and user counts to be for the realm
if present and otherwise for the server.
Updates the user counts to be total users and guest users, instead
of non guest and guest users.
The total row for mobile data (users and pushes forwarded) sums
each remote server's data once, so while the column duplicates
data, the total row should be an accurate total for the installation.
Adds 5 queries to the remote activity page test. One is for the
additional query for the remote realm plans. The other four are
getting the remote realm object and then the user count data for
the two remote realms in the test.
Merges the two charts remaining to have just one chart for the
realm activity view.
Removes the columns for different clients and adds a column to
show/sort by the user type (human or bot type).
Deletes templates/analytics/activity.html because it is no
longer used for any activity pages/views.
Updates the HTML input field to have a min of 0, max of 99.99 and
allow increments of 0.01.
Also, use format_discount_percentage for displaying the customer
default discount in the support form.
Switches from Django's default error page to Zulip standard error
template. Also updates template for 405 error code to not use the 404
art.
Fixes#25626.
Adds a support action for updating the minimum licenses on a
customer object once a default discount has also been set.
In the case that the current billing entity has a current active
plan or a scheduled upgrade to a new plan, then the minimum
licenses will not be updated.
Since the latest end time for reported active users on a remote
server is not used to determine if a remote server has current
data for billing purposes, we instead display the last audit log
update datetime for the remote server object.
Removes the note in the remote activity key about the Zulip
version.
Also adds a sum in the total row for mobile push notifications
sent.
As the help center article now has detailed instructions to generate
an incoming webhook URL, the integration documentation only needs to
link to that information.
Changes the emoji that highlights when a remote realm or server has
an active discount.
Adds a remote server UUID field to the remote server information.
Moves the 'has remote realms' field to be after the Zulip version
information, and adds an extra break there to visually highlight
that field as well as the following 'max monthly messages' field.
In the remote server information displayed in the remote support
view, show the Zulip version currently on the RemoteZulipServer
object as last_version.
Also fixes formatting for per license price and moves the billing
schedule to be above this line so that it's clearer the per license
price is based on the billing schedule.
Moves the note about being on the sponsored Community plan to be
under the remote server or realm name.
Adds a note about a remote server or realm with a partial discount
set, which is another type of sponsorship.
Highlights these notes visually with emojis for support admin.
It appears the plans page version of this had a less clear/specific
list of example communities than was intended. Also improve the longer
version in the Help Center to give the same examples.
If server has plan, deny login for realm.
If realm has plan, deny login for server.
Co-authored-by: Aman Agrawal <amanagr@zulip.com>
Co-authored-by: Alya Abbott <alya@zulip.com>
Also avoid prompting for full name time more than once.
Adds TOS version field to Remote server user.
Co-authored-by: Karl Stolley <karl@zulip.com>
Co-authored-by: Aman Agrawal <amanagr@zulip.com>
Adds three columns to the remote server activity chart and updates
the chart key for the third of those columns.
The first is the plan name. If there are multiple plans with a
status under the live threshhold, then we send "See support view".
The second is the plan status. If there are multiple plans, then
we send "Multiple plans".
The third is the estimated annual revenue for the plan. Note that
for free trials, this will be calculated as if the plan was paid
for 12 months (so a full year).
If there is no plan for the server under the live threshold or at
all then "---" is inserted into the table row. Note that 100%
sponsored servers/realms would fall into this category.
This is a general link for logging into the billing system on behalf of
a server, but it's tied to the .contact_email and takes the user
straight to the /deactivate/ page via the next_page mechanism.
Pulls the forms for updating the billing collection method and
generally modifying the current plan to a separate template.
Uses the shared template to render these forms for both the
remote server and any attached remote realms.
If there are remote realms attached to the remote server, adds
the forms to be able to update sponsorship requests, approve
sponsorship and update a discount.
When a self-hosted Zulip server does a data export and then import
process into a different hosting environment (i.e. not sharing the
RemoteZulipServer with the original, we'll have various things that
fail where we look up the RemoteRealm by UUID and find it but the
RemoteZulipServer it is associated with is the wrong one.
Right now, we ask user to contact support via an error page but
might develop UI to help user do the migration directly.
The separation of files no longer makes any sense, with some of these
forms being used by the RemoteRealm and legacy server flows together.
And in general we don't need to scatter this stuff across files.
Also, the unifying of the class of loader on the buttons, fixes a visual
bug on the final "Confirm login" page where you would see it spinning
for half a second upon loading the page, until the .hide() code
triggered.
The way the flow goes now is this:
1. The user initiaties login via "Billing" in the gear menu.
2. That takes them to `/self-hosted-billing/` (possibly with a
`next_page` param if we use that for some gear menu options).
3. The server queries the bouncer to give the user a link with a signed
access token.
4. The user is redirected to that link (on `selfhosting.zulipchat.com`).
Now we have two cases, either the user is logging in for the first time
and already did in the past.
If this is the first time, we have:
5. The user is asked to fill in their email in a form that's shown,
pre-filled with the value provided inside the signed access token.
They POST this to the next endpoint.
6. The next endpoint sends a confirmation email to that address and asks
the user to go check their email.
7. The user clicks the link in their email is taken to the
from_confirmation endpoint.
8. Their initial RemoteBillingUser is created, a new signed link like in
(3) is generated and they're transparently taken back to (4),
where now that they have a RemoteBillingUser, they're handled
just like a user who already logged in before:
If the user already logged in before, they go straight here:
9. "Confirm login" page - they're shown their information (email and
full_name), can update
their full name in the form if they want. They also accept ToS here
if necessary. They POST this form back to
the endpoint and finally have a logged in session.
10. They're redirected to billing (or `next_page`) now that they have
access.
For the last form (with Full Name and ToS consent field), this pretty
shamelessly re-uses and directly renders the
corporate/remote_realm_billing_finalize_login_confirmation.html
template. That's probably good in terms of re-use, but calls for a
clean-up commit that will generalize the name of this template and the
classes/ids in the HTML.
* Reformat "This is a legacy plan" notice on billing page.
* Add a link to the plan name on upgrade page title.
* Tweak discount style on billing page.
* Add line break to server login page title.
* Match server login page title and tab title.
* For free trial, don't show number of licenses for current billing period.
* For free trial scheduled to downgrade, don't show number of
licenses for next billing period.
Use of `string_id` in the sponsorship request email content was
removed in commit d3834f8b9, but it is still used in the email
subject.
Updates the email subject to use the billing_entity_display_name,
which is still the Realm.string_id for Zulip Cloud organizations.
Sets this string as "billing_entity" in the context and subject
template.
Moves the section in support views for any current plan details
to a new template: `templates/analytics/current_plan_details.html`.
Also, updates the PlanData dataclass to have a boolean that checks
if the current plan tier is the self-hosted legacy plan.
Updates `get_plan_type_string` for RemoteZulipServer plan types and
capitalizes the strings used for Realm plan types.
Also changes the string for Realm.PLAN_TYPE_STANDARD_FREE to be
"Standard free" instead of "open source" as that is used for any
100% sponsored organization, which is not restricted to open-source
projects.
This adds the new tabs from /plans to:
* /for/business
* /self-hosting
And it isolates legacy styles to preserve the tabs on
/for/education
Fixes: #28013
Removes the support actions for changing a remote server's default
discount and sponsorship pending states if the remote server is on
the sponsored plan type.
Lauryn Menard
Aman Agrawal
Alya Abbott
Prakhar Pratyush
Tim Abbott
David Rosa
Sayam Samal
afeefuddin
Anders Kaseorg
Varun-Kolanu
Karl Stolley
swayam0322
Mateusz Mandera
Alex Vandiver
sanchi-t
ecxtacy
Karl Stolley
Alya Abbott