We no longer want to migrate Legacy plans from server to realms, since
Legacy plans are not really a thing in the original sense anymore, since
February 15th.
Now they're just a tool to give temporary extensions of access to the
push notification service for users, when needed. And as such, it makes
no sense to migrate like that.
The remaining code in this function is for migrating (any) plan from the
server object to the realm object, if the server has just a single
realm.
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.
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.
The logic in the case where there's only one realm and the function
tries to migrate the server's plan to it, had two main unhandled edge
cases that would throw exceptions:
1.
```
remote_realm = RemoteRealm.objects.get(
uuid=realm_uuids[0], plan_type=RemoteRealm.PLAN_TYPE_SELF_MANAGED
)
```
This could throw an exception if the RemoteRealm exists, but has an
active e.g. Legacy plan. Then there'd be no object matching the
plan_type in the query, raising RemoteRealm.DoesNotExist.
2. If the RemoteRealm had e.g. a Legacy plan in the past, that's now
expired, then it'd have a Customer object. Meaning that the attempt
to move the server's customer to the realm:
`server_plan.customer = remote_realm_customer`
would trigger an IntegrityError since a RemoteRealm can't have two
Customer objects.
In simple cases the situation in (2) can still be easily migrated, by
moving the plan from the server's customer to the realm's customer.
This is kind of too specific, allowing testing for only one single error
when accessing signed_auth_url. Instead, this should use a general
pattern, which will allow other tests to use this to assert other kinds
of error responses that may be returned.
It doesn't make sense to run a loop over "all" query results, when those
results are just two, and each of them has its own distinct asserts.
That for loop is there probably due to copying the structure of the
earlier test_transfer_legacy_plan_from_server_to_all_realms test, for
which the loop does make sense.
Earlier, on extending end_date for legacy plans, next_invoice_date
was not extended which resulted in invoice_plan() run for such
legacy plans before the end_date.
The intended behaviour is that the legacy plan should be invoiced
only once on the end_date to downgrade or switch to a new tier.
This commit adds logic to update next_invoice_date when end_date
is extended via /support.
Expands the main query for remote servers to get the audit log
event datetime for when the server was created/registered.
The remote realm object has a field for when the remote realm
was created on the remote server.
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.
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.
View functions in `analytics/views/support.py` are moved to
`corporate/views/support.py`.
Shared activity functions in `analytics/views/activity_common.py`
are moved to `corporate/lib/activity.py`, which was also renamed
from `corporate/lib/analytics.py`.
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.
Earlier, in 'migrate_customer_to_legacy_plan`, we set
'next_invoice_date' to None for legacy plans.
This will result in legacy plans not getting invoiced.
We need to invoice legacy plans on their end date to
either downgrade them or switch to a new plan.
We set next_invoice_date for legacy plans to end_date.
When you click "Plan management", the desktop app opens
/self-hosted-billing/ in your browser immediately. So that works badly
if you're already logged into another account in the browser, since that
session will be used and it may be for a different user account than in
the desktop app, causing unintended behavior.
The solution is to replace the on click behavior for "Plan management"
in the desktop app case, to instead make a request to a new endpoint
/json/self-hosted-billing, which provides the billing access url in a
json response. The desktop app takes that URL and window.open()s it (in
the browser). And so a remote billing session for the intended user will
be obtained.
This commit renames the variable 'realm_user_count' to
'server_user_count' in 'test_upgrade_user_to_monthly_basic_plan'.
The variable was incorrectly named earlier as it stores
the user count of the whole server.
This was a bug from 4715a058b0 where this
was just incorrectly called. get_realms_info_for_push_bouncer() is a
function meant to be called on a self-hosted server - and this
handle_... call happens on the bouncer. Therefore this returns all
zulipchat realms in product.
With the way, handle_... is being called right now, there's no reason
for it to have an argument for passing a list of realms. It should just
fetch the relevant RemoteRealm entries by itself, given the server arg.
The bug was that a user could do the first part of the flow twice,
receiving two confirmation links, before finishing signup. Then they
could use the first link, followed by the second, which would case an
IntegrityError due to trying to create the RemoteRealmBillingUser
for the second time.
When the second link gets clicked, we should just transparently redirect
the user further into the flow so that they can proceed.
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.
For self hosted basic plan, we need to allow customers to subscribe
without purchasing 10 licenses and also we need to allow customer
take fully use the available discount so that if the add more
users in the future, the full discount was already applied.
To fix above, we set minimum user count to the least number
of licenses we require for the charge to be positive after applying
the complete discount.
Earlier, the 'handle_customer_migration_from_server_to_realms'
function was called during the send analytics step.
It resulted in an error for customers having multiple Zulip servers,
one for testing and the others for not-testing, sharing a
push bouncer registration.
The migration step when run in a test instance caused customers to
have their legacy plan migrated to a test realm, resulting in them
losing their legacy plan.
This commit moves the migration step to run during plan management
login step. This reduces the chances of losing legacy
plan as we expect them to only verify that 8.0 upgrade works and
not bother trying to login to plan management from their test instance.
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.
Previously, the message string was sent as a success response to
the context, which could have been confusing or ignored when shown
in the support admin view.
- Make `self.write_to_audit_log` support a `background_update:
bool=False` parameter that can be passed when code that might have an
acting user happens to trigger a background update.
- Make `make_end_of_cycle_updates_if_needed` pass that parameter for its
direct audit log writes.
- Audit code that `make_end_of_cycle_updates_if_needed` calls and make
sure those write audit logs this way too.
- Pass the user in the `billing_page` code that had to avoid it as a
workaround:
```
# BUG: This should pass the acting_user; this is just working
# around that make_end_of_cycle_updates_if_needed doesn't do audit
# logging not using the session user properly.
billing_session = RealmBillingSession(user=None, realm=user.realm)
```
This prep commit adds a 'billing_session' field to StripeTest class.
Creates 'client_billing_get', 'client_billing_post', and
'client_billing_patch' helper functions.
This will help in reusing code for RemoteRealm and
RemoteZulipServer end-to-end tests.
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.
Given that most of the use cases for realms-only code path would
really like to upload audit logs too, and the others would likely
produce a better user experience if they upoaded audit logs, we
should just have a single main code path here i.e.
'send_analytics_to_push_bouncer'.
We still only upload usage statistics according to documented
option, and only from the analytics cron job.
The error handling takes place in 'send_analytics_to_push_bouncer'
itself.
I accidentally free trials for both cloud and self hosted
enabled while testing, hence didn't catch it.
This mostly involves fixing `is_free_trial_offer_enabled` to
return the correct value and providing it the correct input.
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.
If the RemoteRealmAuditLog has stale data, it means the server
stopped or never uploaded data. We raise MissingDataError in such
cases when a user action led to calculating licenses count from
stale data.
* 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.
This commit moves the 'update_license_ledger_if_needed' and its
helper function 'update_license_ledger_for_automanaged_plan'
to the 'BillingSession' abstract class.
This refactoring will help in minimizing duplicate code while
supporting both realm and remote_server customers.
Moves the 'update_license_ledger_for_manual_plan' function
to the 'BillingSession' abstract class.
This refactoring will help in minimizing duplicate code while
supporting both realm and remote_server customers.
Aman Agrawal
Lauryn Menard
Mateusz Mandera
Prakhar Pratyush
Alex Vandiver
Anders Kaseorg
Alya Abbott
Tim Abbott
Karl Stolley