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)
```
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.
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.
This moves the function which computes can_push and
expected_end_timestamp outside RemoteRealmBillingSession
because we might use this function for RemoteZulipServer
as well and also renames it.
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.
The call to 'get_billable_licenses_for_customer' during the
'sync_license_ledger_if_needed' step should use the audit_log's
event_time while calculating 'current_count_for_billed_licenses'.
Earlier, it used timezone_now(), resulting in the latest user count
recorded corresponding to each audit log.
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.
This prep commit makes 'sync_license_ledger_if_needed'
function a 'BillingSession' abstract method.
We'll override the method for RemoteServerBillingSession
in the next commit.
This prep commit extracts out the code block that determines the
last license ledger for the customer plan having automanage_licenses
set to True into a new BillingSession method named
'get_last_ledger_for_automanaged_plan_if_exists'.
We'll be using this function while implementing the
'sync_license_ledger_if_needed' method for RemoteServerBillingSession.
We already calculate the correct `billed_licenses` early in the
function, so just used that to fix the bug where a legacy server
scheduled for upgrade doesn't respect the manual license count
set by the user.
I missed a some places to check on last pass:
* For automanaged licenses when the license updates.
* When plan is changed.
* When migrating existing customers to legacy plan.
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.
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 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.
We simply apply discount to both the plans.
Since the discount is saved in `customer.default_discount` it
will applied now to any future plans as well, even if customer
downgrades and the upgrades again.
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.
When a remote server uploads statistics, we update the
LicenseLedger using the audit logs uploaded.
We iterate over the RemoteRealmAuditlog data for the concerned
realm starting from the event_time of the last LicenseLedger
created for that customer and update the ledger based on each event.
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.
We add a 'get_remote_realm_guest_and_non_guest_count'
function that queries 'RemoteRealmAuditLog' to get
the guest and non_guest count for that remote_realm.
This function is used in 'RemoteRealmBillingSession'
to calculate the current count of billed licenses.
* 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.
We need to manually process the parameters from request.body
since PATCH parameters are present in body and pass it in
`request.POST` to allow PATCH requests via `update_plan_for..` to
work.
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.
Prakhar Pratyush
Lauryn Menard
Tim Abbott
Mateusz Mandera
Anders Kaseorg
Aman Agrawal
Karl Stolley
Alex Vandiver
Karl Stolley
Sahil Batra
Alya Abbott
Alya Abbott