Commit Graph

104 Commits

Author SHA1 Message Date
Lauryn Menard 0147578de6 corporate: Make initial upgrade license checks more robust.
In cases where the seat count for automated license management is
stale when the upgrade process is initiated and the user has chosen
automated license management, we should get the current billable
license count when doing the initial payment/charge.

Also, makes the post-payment check for inconsistencies more robust
in that we check for both under and over billing cases. In the case
where the customer may have been overbilled, an email is sent to
the billing support team so that manual investigation can happen.
2024-09-11 11:16:55 -07:00
Lauryn Menard 4b954a42ef billing: Create LicenseLedger entry for guest user role changes.
As guest users are charged at a different rate on Zulip Cloud, it
makes sense to track these changes in our LicenseLedger table so
that we can have an accurate record of the use of licenses that
a realm has purchased.
2024-09-05 16:11:36 -07:00
Aman Agrawal f0668fbaf6 stripe: Remove numeric variation from normalized fixture data.
We only make `id` and `timestamp` field of the fixture unique whose
uniqueness matters to us in the tests. Other fields don't matter, so
we normalized them completely with a constant so that they don't
have different values when generating fixtures repeatedly.
2024-08-30 11:38:47 -07:00
Aman Agrawal 3ea3f48338 test_stripe: Normalize fixtures for upgrade_by_card_to_plus_plan. 2024-08-26 08:37:27 -07:00
Aman Agrawal 2a158cb8d9 test_stripe: Normalize fixtures for test_stripe_billing_portal_urls. 2024-08-20 13:54:48 -07:00
Aman Agrawal 42bbeb6247 stripe: Change pricing for plus plan.
This also now allows user to upgrade to plus plan from pricing page.

Note that since we don't pass customer_plan on pages like self-hosting
and for/business, `Current plan` status is not displayed on these pages.
2024-04-19 09:57:43 -07:00
Aman Agrawal 8a807949df stripe: Disable free trial for customer with any plan in the past. 2024-04-11 21:57:33 -07:00
Aman Agrawal ed2de77895 stripe: Send invoice to customer at the start of free trial.
We send customer an invoice at the start of free trial, if customer
pays we upgrade them to the active plan at the end of free trial,
else we downgrade them and show a custom message on the upgrade
page regarding the current status.
2024-04-11 21:57:33 -07:00
Aman Agrawal 8715ead8bc stripe: Regenerate stripe fixtures with fixed tests.
Tests were broken since #29221 and #28875 didn't account for
other tests failing due to changed stripe data. Also, there
was a bug where we were not fetching the correct setup intent
and stripe session for the current test, it was fixed by narrowing
the fetch to the current customer.

Also, we now run `invoice_plans` in a `while` loop until
`next_invoice_date` is greater than the provided event_time. It
makes sense to generate all the invoices for a customer that
needs to paid by them when `invoice_plans_as_needed` is called
for a `event_time`.
2024-04-11 21:57:33 -07:00
Aman Agrawal b86e37a979 stripe: Add period information for generated invoices.
Invoices need to have period to avoid charges being marked as
point-in-time revenue rather than monthly revenue.
2024-03-30 14:56:12 -07:00
Prakhar Pratyush c9d25b2a95 stripe: Redirect to /plans if plans downgraded on /billing page visit.
When a customer with plan's status 'DOWNGRADE_AT_END_OF_FREE_TRIAL'
visits /billing page on the free-trial end date before the invoice
cron runs, the 'make_end_of_cycle_updates_if_needed' downgrades the
plan.

Earlier, when such a customer visited /billing page in this time window
it resulted in an assertion error.

This commit fixes the incorrect behaviour by redirecting to '/plans'
page in such cases.
2024-03-19 09:25:07 -07:00
Aman Agrawal 3b4abc94ee stripe: Revive an old test case for payment method. 2024-03-15 08:39:46 -07:00
Aman Agrawal c84b9cbc97 upgrade: Allow payment by invoice. 2024-03-14 16:43:52 -07:00
Aman Agrawal bddb44eebf stripe: Disable free trial for legacy customer with ended plan.
This ensures that customer who had legacy plan any time in the past
cannot avail free trial.
2024-02-21 21:40:47 -08:00
Prakhar Pratyush 06e48fd553 corporate: Add end_date to fixed-price plans.
Earlier, we were not configuring the end_date while creating
a fixed-price plan which would result in the automatic renewal
of the plan at the end of billing cycle.

Our plan is to re-evaluate the pricing when we are close to the
end date, then:
1. Schedule a new fixed-price plan with the updated or same price.
2. or Don't do anything - the plan will end on the end_date.

Now, we add an end_date of 1 year from the start date when
creating a fixed-price plan.
2024-02-21 10:43:23 -08:00
Lauryn Menard b275e9c4d6 stripe: Add billing portal for customer name and address.
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.
2024-02-13 14:18:38 -08:00
Aman Agrawal 7ca85bed71 stripe: Fix $0 invoices being generated on upgrade.
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.
2024-02-12 15:15:56 -08:00
Aman Agrawal de33aa4b7b stripe: Add page to show list of past customer invoices. 2024-02-04 17:38:24 -08:00
Prakhar Pratyush edec29e0b6 support: Add support to configure fixed_price plan. 2024-01-29 11:23:20 -08:00
Prakhar Pratyush 3a6c98f6a9 stripe: Fix invoicing for new plans scheduled to upgrade.
Earlier, the next_invoicing_date and invoicing_status
for new plan weren't set correctly, resulting in the
scheduled switching of legacy plan to a new plan not
working as expected.

This commit fixes the incorrect behaviour.
2024-01-25 10:57:29 -08:00
Prakhar Pratyush 89f9e097db stripe: Add cron-based plan invoicing to remote server billing system. 2024-01-14 15:47:55 -08:00
Prakhar Pratyush 11908c4c2e stripe: Add cron-based plan invoicing to remote realm billing system. 2024-01-14 15:47:55 -08:00
Aman Agrawal 02a4b3ce62 stripe: Add some test for self hosted free trial.
Cannot test invoice until it is implemented.
2024-01-12 08:50:51 -08:00
Prakhar Pratyush 976354dbda stripe: Fix the invoice item description for flat discounts.
Earlier, in process_initial_upgrade, the flat_discount value
wasn't converted into dollars when specified in the invoice
description, resulting in showing the incorrect value of $2000
as a discount.

This commit converts the value in cents to dollars and adds tests
to verify the invoice generated.
2024-01-11 12:35:58 -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
Prakhar Pratyush a03f9078e5 test_stripe: Add migrate customer from server to realms E2E test. 2024-01-02 11:20:56 -08:00
Aman Agrawal e192aef23d billing: Apply a flat discount for self hosted plans. 2023-12-20 23:09:21 -08:00
Prakhar Pratyush f278e21c7a test_stripe: Add legacy remote server schedule upgrade E2E test. 2023-12-19 10:59:38 -08:00
Aman Agrawal d962814a30 upgrade: Make it possible to upgrade to a provided tier.
Main work is maintaining context during various redirects and
and passing the context to the final upgrade process.
2023-12-18 12:23:46 -08:00
Prakhar Pratyush 1588f49b4f test_stripe: Add end-to-end test for RemoteRealm billing flow. 2023-12-15 09:08:48 -08:00
Aman Agrawal f942bbd70f stripe: Show tier information correctly on billing and upgrade page. 2023-12-03 15:15:04 -08:00
Aman Agrawal 785444b2b8 test_stripe: Keep same context after seat_count change during upgrade.
We need to emulate seat_count change after we rendered
the upgrade page. To do that, we need to render the upgrade
page with old seat count.
2023-12-03 15:15:04 -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 4fb564026d corporate: Move void_all_open_invoices to BillingSession. 2023-12-03 14:27:07 -08:00
Aman Agrawal b35a792623 billing: Allow free trial orgs to switch billing frequency.
Fixes #27855
2023-11-27 14:17:18 -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
Lauryn Menard a00e687d02 corporate: Update stripe create_balance_transaction description. 2023-11-26 19:39:52 -08:00
Aman Agrawal 003b29ba14 billing_page: Redirect orgs on paid plans with sponsorship pending.
Redirect sponsorship pending realms on a paid plan to billing page
with banner which reflects the current status of their request.
2023-11-23 10:32:39 -08:00
Aman Agrawal d82efbd503 free_trial: Remove extra onboarding flow.
We still redirect free trial users to upgrade page on first
signup but no longer pass the onboarding param.
2023-11-22 08:06:22 -08:00
Aman Agrawal de267b964c event_status: Return user back to same license management after session.
If the update / add card session is successful, return user to
manual license management page if user was on it before clicking
the add / update card button.
2023-11-21 11:44:04 -08:00
Aman Agrawal 69d8442ab4 billing: Allow user to switch between billing frequencies. 2023-11-21 10:42:12 -08:00
Aman Agrawal 09009ab03a upgrade: Separate add card and purchase upgrade flow.
We now let user add / update card in a separate session and then
charge users after clicking on the purchase button.
2023-11-20 12:04:56 -08:00
Aman Agrawal 27ffcc6576 bililng: Fix incorrect price per license on billing page.
There is a discrepancy between price per license shown on billing
and upgrade page for annual billing frequency due to difference
in methods used to calculate the amount.

To fix it, we use the same method on both the pages.

I didn't use the helpers.format_money directly here since that would
create a visual delay in showing the price per license which will
not be nice considering that will be the only thing on this page
being updated that way.

The stripe fixture used is same as
free_trial_upgrade_by_card--Customer.retrieve.3.json
2023-11-15 15:59:26 +05:30
Lauryn Menard 6a53005074 corporate: Update generated stripe fixtures for test_stripe.
Generated with both parellel=1 and generate-stripe-fixtures params
on test-backend locally.

Note that the previous series of commits need these test fixtures
to pass CI. If those are changed, then this commit should be updated
or dropped and replaced with a commit that updates the fixtures
based on the new changes.
2023-11-09 12:03:33 -08:00
Anders Kaseorg bd884c88ed Fix typos caught by typos.
https://github.com/crate-ci/typos

Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-01-03 11:09:50 -08:00
Aman Agrawal 197843af31 stripe: Replace "Zulip standard" with "Zulip Cloud Standard".
Case sensitive replace.
2022-02-09 11:00:24 -08:00
Aman Agrawal 7614f2203a pricing: Replace "Zulip Standard" with "Zulip Cloud Standard".
Case sensitive replace.
2022-02-09 11:00:24 -08:00
Eeshan Garg 88fd399bec billing: Use UserProfile.id to ascertain customer's email.
Previously, our Stripe webhook event handler code retrieved the
user's email from Stripe using the stripe.Customer.email attribute.
This led to situations such that whenever the email that Stripe had
did not correspond to a UserProfile in Zulip, the payment flow
failed since we couldn't find a UserProfile associated with the
given email.

Now, we pass in the UserProfile.id in the metadata to Stripe's
checkout Session object, so that we can fetch the correct email
in future Stripe requests.
2021-12-03 14:57:30 -08:00
Eeshan Garg 075ad5470a corporate: Update fixtures for switching from Standard to Plus.
After the Stripe migration to the hosted checkout page, we were
missing one fixture for the test for switching from Standard to
Plus. This commit updates the fixtures for that particular test.
2021-11-05 17:23:10 -07:00
Vishnu KS 6c06858e02 billing: Migrate to Stripe hosted checkout page. 2021-11-05 17:23:10 -07:00