Commit Graph

49 Commits

Author SHA1 Message Date
Lauryn Menard 44e73eecc1 support: Add basic information about realm.
Adds non-form section to Zulip Cloud support view with some basic
realm information: organization type, plan type, non-guest user
count and guest user count.

Uses a shared template for the basic realm data and adds a shared
support context dict for variables that are used in both remote
and Zulip Cloud support views.
2024-08-26 20:52:38 -07:00
Lauryn Menard 391c52639f support: Show discount information on remote support views.
In commit 7203661d99, we removed the default_discount field on the
Customer model, but we didn't update the remote support views for
this change.

Adds a has_discount boolean to the SponsorshipData that's used in
the support views for headers, and updates the discount information
on a deactivated remote realm to show any pre-existing discounted
prices.
2024-08-15 09:51:35 -07:00
Anders Kaseorg 531b34cb4c ruff: Fix UP007 Use `X | Y` for type annotations.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2024-07-13 22:28:22 -07:00
Lauryn Menard 4fcf7945b0 support: Show annual revenue for active fixed price plans.
In the activity and support views, we want to see the annual
revenue for fixed price plans. While on billing pages, we do
not display this information as these plans are renegotiated
annually.

Adds get_annual_recurring_revenue_for_support_data function
to BillingSession class, so that we can get the fixed price
plan data for these views without changing the logic for
what is displayed on the billing pages.
2024-05-22 15:57:59 -07:00
Lauryn Menard 37afad038c support: Add link to stripe customer dashboard.
Adds a link to the stripe customer dashboard if the Customer
object for an active plan has a stripe_customer_id. If there
is no stripe ID to link to, then the icon is shown without
a link, which is the case for remote server/realm sponsorships
and legacy plans.
2024-05-22 11:32:46 -07:00
Aman Agrawal 7203661d99 support: Set discounted price instead percentage for customers.
This allows us to set the price of a plan exactly as discussed with
the customer.
2024-05-16 02:18:43 -07:00
Vector73 8ab526a25a models: Replace realm.uri with realm.url.
In #23380, we are changing all occurrences of uri with url in order to
follow the latest URL standard. Previous PRs #25038 and #25045 has
replaced the occurences of uri that has no direct relation with realm.

This commit changes just the model property, which has no API
compatibility concerns.
2024-05-08 11:12:43 -07:00
Lauryn Menard 4d470a52f8 remote-support: Highlight if audit log data is stale or current.
Includes has_stale_audit_log boolean in the remote support view
data so that we can style the last audit log data for the remote
server to visually highlight if it is stale or current.
2024-03-08 09:40:43 -08:00
Lauryn Menard 4e1e490b40 cloud-support: Display most recent sponsorship request information.
Refactors the Cloud support view to pass in any sponsorship or
discount information about the Customer object for the realm,
which allows us to display any information submitted in a
sponsorship request.
2024-03-08 09:40:43 -08:00
Lauryn Menard e4e65074df remote-support: Add push notification status information.
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.
2024-02-23 09:08:21 -08:00
Lauryn Menard 161125c9be remote-support: Get user data once from the database.
Instead of querying the database twice for the user counts and
for the currently used licenses, we know pass that information
to the function where we populate the plan data for the remote
server or realm.
2024-02-21 12:40:34 -08:00
Lauryn Menard aec02d18af remote-support: Improve getting remote realm/server data.
Only get the customer information once from the database.

Extract logic for any next plan (either scheduled or an offer) data
into a separate function and do not hit database twice when getting
the number of licenses at the next plan renewal.
2024-02-21 12:40:34 -08:00
Lauryn Menard 0c17b90fc5 remote-support: Fix last push notification sent field.
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.
2024-02-16 14:49:34 -08:00
Prakhar Pratyush 2055dfa83e support: Add support to configure fixed-price plan with pay-by-invoice.
* Manually create & send invoice
* Configure a fixed-price plan with sent invoice-id.
* When customer pays, upgrade them to concerned plan.
2024-02-06 18:43:23 -08:00
Lauryn Menard 6818a09123 remote-support: Add server mobile users without a remote realm.
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.
2024-02-06 18:09:45 -08:00
Lauryn Menard 4f04f9f1f0 remote-support: Show datetime of last mobile push forwarded count.
This is useful for support admin to know if push notifications for
the remote server or realm have recently been logged/counted.
2024-02-06 18:09:45 -08:00
Prakhar Pratyush c4b6cfe142 support: Fix next plan info missing for customers with no current plan.
Earlier, when a fixed-price plan for a customer with
no current plan was configured via /support, the next plan
info was missing on support page.

It was because we were considering next plan only if the
customer had a current plan.

This commit fixes the incorrect behaviour.
2024-01-31 12:25:31 -08:00
Prakhar Pratyush edec29e0b6 support: Add support to configure fixed_price plan. 2024-01-29 11:23:20 -08:00
Lauryn Menard dcae35196c remote-activity: Prefetch LicenseLedger entry for current plan.
To estimate the annual recurring revenue for remote server and
remote realm CustomerPlans, we prefetch the current license
ledger as part of the CustomerPlan query.

Also adds a select related to the remote realm audit log query
so that we don't go to the database for the remote realm ID.

With the test added in the previous commit, the query count for
the remote activity view goes from 27 to 11, as we are no longer
hitting the database multiple times for every current plan or
for every remote realm with audit log data.

Refactors get_customer_plan_renewal_amount so that a license
ledger is always passed and make_end_of_cycle_updates_if_needed
does not need to be called.
2024-01-25 15:35:44 -08:00
Lauryn Menard fca9ff1ae7 support: Show date for start of next billing cycle for current 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.
2024-01-22 10:09:00 -08:00
Lauryn Menard a5f2883a75 remote-support: Add ability to set a required plan tier for customer. 2024-01-15 03:10:04 -08:00
Lauryn Menard 63dd057298 support: Include mobile users and mobile push data.
Adds the count for mobile users and mobile pushes forwarded to
the remote support view for both servers and realms.
2024-01-05 16:55:38 -08:00
Lauryn Menard f3d0ec15ca support: Clarify what missing data caused MissingDataError.
Update strings for support views to indicate if analytics data or
audit log data was missing and caused a MissingDataError.
2024-01-05 16:55:38 -08:00
Lauryn Menard fb29a35262 support: Add updating minimum licenses requirement after discount.
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.
2024-01-04 18:42:07 -08:00
Lauryn Menard b9ca60ab9e support: Add date created field to remove server information.
Removes the last updated field and replaces it with the date the
remote server was created based on the audit log data.
2024-01-02 13:16:35 -08:00
Lauryn Menard ffd708ecaf support: Display next plan data on remote support view.
Currently, this will only be the case for legacy self-managed plans
that have scheduled a switch to either the Basic or Business plan.
2023-12-30 11:22:02 -08:00
Lauryn Menard 653901fc30 support: Update remote server support search test.
Creates some reusable helper functions and adds remote realms to
the search results that are checked, which gives coverage for the
remote realm user counts in the support view.
2023-12-19 14:44:26 -08:00
Lauryn Menard 9e9fec68a1 support: Add plan's estimated annual revenue to remote support view.
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.
2023-12-19 14:44:26 -08:00
Lauryn Menard fb3bd0cde1 support: Add user count data to remote support view. 2023-12-19 14:44:26 -08:00
Anders Kaseorg cd96193768 models: Extract zerver.models.realms.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-12-16 22:08:44 -08:00
Lauryn Menard e8500fbdb0 support: Include sponsorship request for remote server support view.
Preparation for updating the sponsorship forms template to include
information about the latest sponsorship request if sponsorship is
pending.
2023-12-13 10:28:11 -08:00
Lauryn Menard c2a76ccb3e support: Clean up template variables for remote server support. 2023-12-11 10:33:50 -08:00
Lauryn Menard 906e667a70 corporate: Implement support_url for all BillingSession child classes.
Adds a helper since there are only a few different parameters for
all BillingSession child clases, `build_support_url`.

Also, renames `get_support_url` to more explicitly note that it
is for realms: `get_realm_support_url`.
2023-12-06 11:04:54 -08:00
Lauryn Menard ea725aaaf3 support: Handle missing current licenses data for support views. 2023-12-06 11:01:26 -08:00
Lauryn Menard d079a13760 support: Use shared template for current plan details on support views.
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.
2023-12-06 11:01:26 -08:00
Lauryn Menard 6d66248d3d support: Get plan data via BillingSession for support views. 2023-12-03 14:27:07 -08:00
Lauryn Menard 8d992405a6 analytics: Get customer discount for support views. 2023-12-03 14:27:07 -08:00
Lauryn Menard 5135acd9e3 support: Use process_support_view_request for plan modifications.
Updates the support view to use process_support_view_request to
process upgrade or downgrade modifications currently implemented
for active plans.
2023-12-03 14:27:07 -08:00
Lauryn Menard 97d33a4363 support: Update billing modality via process_support_view_request. 2023-12-03 14:27:07 -08:00
Lauryn Menard 5d25cab42b analytics: Create process_support_view_request BillingSession method.
Creates a process_support_view_request method for BillingSession
to process the various support requests that relate to the billing
system.

Moves approve_realm_sponsorship, update_realm_sponsorship_status,
and attach_discount_to_realm to this new BillingSession method.

Adds a new abstract property to BillingSession to have a string
value, billing_entity_display_name, to use for support messages
sent when these requests are processed.
2023-12-03 14:27:07 -08:00
Lauryn Menard 0679bc044a corporate: Make references to billing modality consistent.
The "send_invoice" and "charge_automatically" strings used by stripe
for the `collection_method` are referred to both as the "billing
method" and "billing modality" in the billing code.

Because we send this as data to stripe as either `collection_method`
or `billing_modality`, renames any references that are any form of
"billing method".
2023-12-03 14:27:07 -08:00
Tim Abbott 5d6b635efe billing: Use better variable names for plan tiers.
The existing values didn't have our standard type-prefixing naming
scheme.

Add some extra unused placeholder values while we're at it.
2023-11-29 23:32:56 -08:00
Lauryn Menard b167eeff08 corporate: Create change plan tier function for BillingSession.
Moves and generalizes `switch_realm_from_standard_to_plus_plan`
in stripe.py to be a more general function for changing a
CustomerPlan to a new and valid tier, `do_change_plan_to_new_tier`.

Adds a helper function with the previous function name to be used
for the support view and management command for changing a realm
from the Standard plan tier to the Plus plan tier.
2023-11-26 19:39:52 -08:00
Tim Abbott efa423395f billing: Make support_session an explicit parameter. 2023-11-23 09:01:45 -08:00
Lauryn Menard ec2b00e8c4 corporate: Move `update_billing_method...` to BillingSession class.
Moves `update_billing_method_of_current_plan` to the BillingSession
abstract class.

Adds a helper function for support views for the realm case:
`update_realm_billing_method`.
2023-11-04 17:20:49 -07:00
Lauryn Menard 5d07666362 corporate: Move `update_sponsorship_status` to BillingSession class.
Moves `update_sponsorship_status` to BillingSession abstract class
as `update_customer_sponsorship_status`.

Updates the support views to have a helper for updating this on a
realm: `update_realm_sponsorship_status`.
2023-11-04 17:20:49 -07:00
Lauryn Menard d06062c179 corporate: Move `approve_sponsorship` to BillingSession class.
Makes `approve_sponshorship` an abstract method in BillingSession
abstract base class and moves the implementation for realms to the
RealmBillingSession child class.

Adds `approve_realm_sponsorship` helper function that's used in
the support view and initiates the billing session.
2023-11-04 17:20:49 -07:00
Lauryn Menard ee19a9c274 corporate: Move `attach_realm_discount` to BillingSession class.
This moves the logic for `attach_realm_discount`, which is used in
the support view, to be in the BillingSession class.

Updates the function name to be `attach_discount_to_customer` so
that the context is generalized vs realm specific.

Updates RealmBillingSession implementation to account for actions
that are initiated by a support admin user.

Also moves the helper function `get_discount_for_realm` that is
only used in support views to `corporate/lib/support.py`.
2023-11-04 17:20:49 -07:00
Eeshan Garg 763b3c27d6 corporate: Add contact support page. 2021-10-01 17:30:01 -07:00