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 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.
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.
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`.
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.
Upgrading stripe to 6.0.0 in e32366638a
breaks our Stripe integration due to API version change making us fail
to finalize creating an invoice and charge the customer.
For the upstream details see:
60ab6ac7d7/CHANGELOG.md (600---2023-08-16)
6.0.0 uses 2023-08-16 Stripe API version unless specified otherwise. We
want to use 2020-08-27.
Setting stripe.api_version in corporate/lib/stripe.py is sufficient for
it to be set everywhere else. This is supported by the fact that we also
only set stripe.api_key in that file.
Fixes two bugs involving organization with
exempt_from_license_number_check enabled:
1. If the organization had e.g. 100 users and upgraded their plan,
specifying 50 licenses, the generated LicenseLedger and thus the
corresponding invoice was still for 100 users.
2. The organization was unable to use the billing/plan endpoint (update
plan endpoint) to make their number of licenses less than the current
number of users.
Organizations with exempt_from_license_number_check are supposed to be
able to declare whatever license number they want, as this attribute
allows having pricing schemes where an organization only pays us for a
subset of their users.
This migration applies under the assumption that extra_data_json has
been populated for all existing and coming audit log entries.
- This removes the manual conversions back and forth for extra_data
throughout the codebase including the orjson.loads(), orjson.dumps(),
and str() calls.
- The custom handler used for converting Decimal is removed since
DjangoJSONEncoder handles that for extra_data.
- We remove None-checks for extra_data because it is now no longer
nullable.
- Meanwhile, we want the bouncer to support processing RealmAuditLog entries for
remote servers before and after the JSONField migration on extra_data.
- Since now extra_data should always be a dict for the newer remote
server, which is now migrated, the test cases are updated to create
RealmAuditLog objects by passing a dict for extra_data before
sending over the analytics data. Note that while JSONField allows for
non-dict values, a proper remote server always passes a dict for
extra_data.
- We still test out the legacy extra_data format because not all
remote servers have migrated to use JSONField extra_data.
This verifies that support for extra_data being a string or None has not
been dropped.
Co-authored-by: Siddharth Asthana <siddharthasthana31@gmail.com>
Signed-off-by: Zixuan James Li <p359101898@gmail.com>
Lauryn Menard
Aman Agrawal
Prakhar Pratyush
Tim Abbott
Mateusz Mandera
Anders Kaseorg
Zixuan James Li