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`.
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.
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.
This cannot be so short if we're adding an intermittent "check your
details, agree to ToS and confirm login" page. We're also considering
having users potentially share these links.
These names were picked when I still thought these endpoints would serve
both the RemoteRealm and RemoteZulipServer based flows. Now that it's
known these are RemoteRealm-only endpoints, the _server in the names no
longer makes sense.
Also adds `SWITCH_PLAN_TIER_AT_PLAN_END` for `CustomerPlan`
which will be used to mark status of remote server legacy
plans which are scheduled for an upgrade.
The logic for BillingSession.is_sponsored_or_pending would be the
same for all three child classes of BillingSession, so this should
be a method on the BillingSession abstract class.
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.
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".
Analogical to the more complex mechanism implemented for the RemoteRealm
flow in a previous commit in
authenticated_remote_realm_management_endpoint.
As explained in the code comment, this is much easier because:
In this flow, we can only redirect to our local "legacy server flow
login" page. That means that we can do it universally whether the user
has an expired
identity_dict, or just lacks any form of authentication info at all -
there are no security concerns since this is just a local redirect.
Analogical to 1df8e00d7c which implemented
this for the RemoteRealm auth flow.
Except here we don't need to add next_page to the IdentityDict
(LegacyServerIdentityDict in this flow), because the redirect happens
immediately at remote_billing_legacy_server_login upon login - so no
need to have a structure to carry the info through intermediate steps.
Implements a nice redirect flow to give a good UX for users attempting
to access a remote billing page with an expired RemoteRealm session e.g.
/realm/some-uuid/sponsorship - perhaps through their browser
history or just their session expired while they were doing things in
this billing system.
The logic has a few pieces:
1. get_remote_realm_from_session, if the user doesn't have a
identity_dict will raise RemoteBillingAuthenticationError.
2. If the user has an identity_dict, but it's expired, then
get_identity_dict_from_session inside of get_remote_realm_from_session
will raise RemoteBillingIdentityExpiredError.
3. The decorator authenticated_remote_realm_management_endpoint
catches that exception and uses some general logic, described in more
detail in the comments in the code, to figure out the right URL to
redirect them to. Something like:
https://theirserver.example.com/self-hosted-billing/?next_page=...
where the next_page param is determined based on parsing request.path
to see what kind of endpoint they're trying to access.
4. The remote_server_billing_entry endpoint is tweaked to also send
its uri scheme to the bouncer, so that the bouncer can know whether
to do the redirect on http or https.
This default setup will be more realistic, matching the ordinary
conditions for a modern server.
Especially needed as we add bouncer code that will expect to have
RemoteRealm entries for realm_uuid values for which it receives
requests.
This does two important things:
1. Fix return type of get_identity_dict_from_session to correctly be
Optional[Union[RemoteBillingIdentityDict, LegacyServerIdentityDict]].
RemoteBillingIdentityDict is the type in the 8.0+ auth flow,
LegacyServerIdentityDict is the type in old servers flow, where only
the server uuid info is available.
2. The uuid key used in request.session["remote_billing_identities"]
should be explicitly namespaced depending on which flow and type
we're
dealing with - to avoid confusion in case of collisions between a
realm and server that have the same UUID. Such a situation should not
occur naturally and I haven't come up with any actual exploitation
ideas that could utilize this by manipulating your server/realm
uuids, but it's much easier to just not think about such collision
security implications by making them impossible.
Since endpoints using the
`authenticated_remote_realm_management_endpoint` decorator
want to initialize a billing session and if need be remote_realm
is accessible to via the session variable.
We pass `next` parameter with /self-hosted-billing to redirect
users to the intended page after login.
Fixed realm_uuid incorrectly required in remote_realm_upgrade_page.
Updates do_change_plan_to_new_tier in BillingSession to use an
enum for the value returned when checking for a valid change
between two plan tier types. This makes it more explicit that
the implementation for a valid upgrade in plan tier will be
different from a valid downgrade in plan tier.
We've already processed the only URL parameters we intend to support
to determine which RemoteRealm or RemoteZulipServer is involved, so
there should be nothing further to do here.
And it's cleaner to not have to write the downstream code to expect
these unnecessary parameters.
This commit performs a minor update in 'from_name' text for
'support' and 'sponsorship' emails.
Removes capitalization and adds a comment specifying that the
emails are not user-facing.
This commit refactors 'sponsorship_request' view and adds
'BillingSession.get_sponsorship_request' method.
This refactoring will help in minimizing duplicate code
while supporting both realm and remote_Server customers.
This commit refactors 'event_status' view and adds
'BillingSession.get_event_status' method.
This refactoring will help in minimizing duplicate code
while supporting both realm and remote_server customers.
Since Customer already stores the realm it is linked to and
customer is always created to store sponsorship request, we directly
use customer to link to the sponsorship data for the realm.
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.
Renames CustomerPlan.SWITCH_NOW_FROM_STANDARD_TO_PLUS to be more
generic, CustomerPlan.SWITCH_PLAN_TIER_NOW.
Because the plan tier change is immediate, moves the code to end
the current plan with the old tier and create the new plan with
the new tier from `make_end_of_cycle_updates_if_needed` to instead
be in a separate helper function, `switch_plan_tier`.
This commit moves a major portion of the 'update_plan`
view to a new shared 'BillingSession.do_update_plan' method.
This refactoring will help in minimizing duplicate code
while supporting both realm and remote_server customers.
This makes it possible for a self-hosted realm administrator to
directly access a logged-page on the push notifications bouncer
service, enabling billing, support contacts, and other administrator
for enterprise customers to be managed without manual setup.
This commit updates the 'get_initial_upgrade_context' method
to use 'get_price_per_license' for determining 'annual_price'
and 'monthly_price' based on tier and discount instead of hardcoding.
Also, removed the 'percent_off' page_params as
'get_price_per_license' already performs the price calculation
taking discount into consideration.
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.
This commit moves a major portion of the 'initial_upgrade`
view to a new shared 'BillingSession.do_initial_upgrade' method.
This refactoring will help in minimizing duplicate code
while supporting both realm and remote_server customers.
These new models are incomplete and totally untested, but merging this
will provide valuable scaffolding for doing smaller PRs working on
individual gaps, and reveals a clear set of TODOs/refactoring/model
changes needed to support where want to end up.
Co-authored-by: Tim Abbott <tabbott@zulip.com>
This commit moves the main context creation part of the
'billing_home` view to a new shared
'BillingSession.get_billing_page_context' method.
This refactoring will help in minimizing duplicate code
while supporting both realm and remote_server customers.
Moves the 'make_end_of_cycle_updates_if_needed' function to
the 'BillingSession' abstract class.
This refactoring will help in minimizing duplicate code while
supporting both realm and remote_server customers.
Since the function is called from our main daily billing cron job
as well, we have changed 'RealmBillingSession' to accept 'user=None'
(our convention for automated system jobs).
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
This commit moves a major portion of the 'upgrade`
view to a new shared 'BillingSession.do_upgrade' method.
This refactoring will help in minimizing duplicate code
while supporting both realm and remote_server customers.
Moves the 'process_initial_upgrade' function to the
'BillingSession' abstract class.
This refactoring will help in minimizing duplicate code while
supporting both realm and remote_server customers.
Updates `process_initial_upgrade` to take a plan_tier parameter,
so that information can be specific to the type of BillingSession.
Note that ideally the plan tier would be passed as metadata to the
stripe.checkout.Session, but in order to do so, we need to be able
to update the generated stripe fixtures for tests. So for now, we
set the plan tier directly in the stripe event handler code.
Instead of hard coding the string for the stripe.InvoiceItem and
stripe.Invoice statement_descriptor, we use the name of the plan
that was just created.
Creates `do_change_plan_type` as a BillingSession abstract method
as an alias for updating the plan_type for a realm (and eventually
remote server).
This removes the last direct reference to a customer's realm in
`process_initial_upgrade`.
Creates `current_count_for_billed_licenses` as an abstract method
in BillingSession class, to get the latest seat count for the realm
(and eventually remote server) connected to the customer.
Moves the 'setup_upgrade_checkout_session_and_payment_intent'
function to the 'BillingSession' abstract class.
This refactoring will help in minimizing duplicate code while
supporting both realm and remote_server customers.
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.
Instead of using the data from the stripe.SetupIntent for processing
an initial upgrade for the free trial session types, use the metadata
from the stripe.checkout.Session that was returned.
The metadata is the same for both the checkout session and the setup
intent.
Updates generate stripe fixtures to use test credit card strings from
Stripe, instead of creating fake stripe.PaymentMethods for the tests
with the test credit card numbers provided by Stripe.
According to stripe's documentation for attaching payment methods to
customers (see https://stripe.com/docs/api/payment_methods/attach),
payment methods should be attached to customers through a SetupIntent
or PaymentIntent, which is what we do as we process new customers
and accounts.
Updates create_stripe_customer so that it is clear that the payment
method should not be added when we directly create a new stripe
customer.
There is a 22 char limit on the stripe.Invoice.statement_descriptor
field. The current value for that field in this error case, "Zulip
Cloud Standard Credit" is 27 chars.
Updates the value for this error case to be "Cloud Standard Credit".
This calculates the largest amount of messages sent within a month for
the last 3 months. The query is targeted for the specific use-case in
this function - for finding the count for a specific server. For
calculating this in bulk for a large number of remote server an
adapted, bulk query will be needed - rather than running this one in a
loop, which would likely be very inefficient.
Instead of randomly generating an integer for the realm string_id
and realm name use a counter to increment the string ids by one.
This way if a particular realm fails the test, it will be easier
to identify which one failed.
Also, removes unused Customer objects that were being returned on
realm creation in the test, as these were not being checked/used
in the test.
In commit a3093fad9, we made Hamlet a billing admin for testing.
Because the approve sponsorship flow sends messages from the
notification bot to both organization owners and billing admins,
we need to update that test to cover both of those user types.
Adds `create_stripe_payment_intent` to the BillingSession abstract
class for the initial upgrade process, which is used only in
`setup_upgrade_checkout_session_and_payment_intent`.
Adds a helper dataclass for the data used to create the stripe
payment intent, StripePaymentIntentData, for the implementation of
more than one child class of BillingSession.
Also adds two abstract helper functions for getting the above stripe
payment intent data as well as updating that data for a stripe
checkout session that is associated with a payment intent:
update_data_for_checkout_session_and_payment_intent,
get_data_for_stripe_payment_intent.
Adds `create_stripe_checkout_session` to BillingSession abstract
class, which is then used in all places where a stripe.checkout.Session
and Session were created: start_retry_payment_intent_session,
start_card_update_stripe_session, and
setup_upgrade_checkout_session_and_payment_intent.
Adds a `billing_session_url` abstract property to the BillingSession
abstract class and for the RealmBillingSession child class sets that
value to `self.realm.uri`.
setup_upgrade_checkout_session_and_payment_intent was not using the
datetime values that were being returned by compute_plan_parameters,
so just get the price per license directly.
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`.
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`.
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.
Creates an enum class, AuditLogEventType, and an abstract method in
BillingSession, get_audit_log_event, so that we have an abstraction
for getting the audit log event type since it might be different for
Customer objects with a realm vs a remote_server.
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`.
So that all child classes of BillingSession generate the same data
structure for customers that are created in Stripe, revise
`get_data_for_stripe_customer` to return a specific dataclass:
StripeCustomerData.
So that `update_or_create_stripe_customer` can work for Customer
objects with either a realm or remote_server, we create an abstract
base class, BillingSession, and implement a child class for the
current implementation of Customer objects with a realm.
Refactoring `update_or_create_stripe_customer` also moves
`create_stripe_customer` and `replace_payment_method` to the
BillingSession class.
In ensure_customer_does_not_have_active_plan, we were already going
through the Customer table to get/check for an active CustomerPlan.
Now we directly get/check for an active CustomerPlan with via the
Customer, which allows for reusing this function for Customer
objects without a Realm set.
Moves two functions in corporate/lib/stripe.py that are used to
get data for the main installation activity analytics page to a
separate file: corporate/lib/analytics.py.
Also, updates these functions for the possibility of realm being
None for a Customer object.
Aman Agrawal
Lauryn Menard
Prakhar Pratyush
Anders Kaseorg
Mateusz Mandera
Tim Abbott
Prakhar Pratyush
Alex Vandiver
Alya Abbott