If a plan is already on "basic" or "business" plan and wants to
switch to a fixed-price "basic" / "business" plan, then it is
necessary that the current plan should have an end date configured.
Earlier, we could update the end_date only if the current plan
already had an end_date set.
This commit makes it possible to always show the option to
set or update end_date.
Also, makes small updates to `next_plan_forms_support.html`.
Removes unneeded "btn" and "btn-default" classes, and updates
the placeholder text for the input as not marked for translation.
Also, renames `ad_hoc_query.html` to `activity_table.html`,
`realm_summary_table.html` to `installation_activity_table.html`,
and `activity_details_template.html` to `activity.html`.
Removes the style attribute in the installation activity template
and uses a CSS class, "installation-activity-header", to center the
h3 and p tags instead. This removes an exception from the custom
lint check.
Moves CSS styles for support view buttons to
`web/styles/portico.activity.css`.
Also removed the "sea-green" and "small" classes from a few buttons
as no CSS rules were being applied and most of those buttons will
be removed when these forms are refactored to use a modal.
Updates the total row for the installation and remote activity
charts to be in the table footer. Makes the footer class sticky
to the bottom of the view so that it is always visible on the
chart.
Also, updates the installation activity column for revenue to
be formatted as a dollar string, since this formatting was being
applied in the updated total row.
Because we can now extend the end date for legacy self-hosted plans,
instead of hard-coding the generic end date in the plans template,
show the specific end date for the current legacy plan.
Instead of showing the next invoice date for the plan, show the
date for the next billing cycle start (e.g. the next plan renewal
charge date), except for plans currently on a free trial.
For plans on a free trial, the next plan renewal date will be when
the free trial ends, which is stored as the next invoice date on
the plan.
Adds columns for remote realm ID, name and organization type. If
a remote server has remote realms attached that are not marked
as deactivated by the remote server, then there will be a row in
the chart for each remote realm (which duplicates some remote
server data).
Updates the plan data, revenue and user counts to be for the realm
if present and otherwise for the server.
Updates the user counts to be total users and guest users, instead
of non guest and guest users.
The total row for mobile data (users and pushes forwarded) sums
each remote server's data once, so while the column duplicates
data, the total row should be an accurate total for the installation.
Adds 5 queries to the remote activity page test. One is for the
additional query for the remote realm plans. The other four are
getting the remote realm object and then the user count data for
the two remote realms in the test.
Merges the two charts remaining to have just one chart for the
realm activity view.
Removes the columns for different clients and adds a column to
show/sort by the user type (human or bot type).
Deletes templates/analytics/activity.html because it is no
longer used for any activity pages/views.
Updates the HTML input field to have a min of 0, max of 99.99 and
allow increments of 0.01.
Also, use format_discount_percentage for displaying the customer
default discount in the support form.
Switches from Django's default error page to Zulip standard error
template. Also updates template for 405 error code to not use the 404
art.
Fixes#25626.
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.
Since the latest end time for reported active users on a remote
server is not used to determine if a remote server has current
data for billing purposes, we instead display the last audit log
update datetime for the remote server object.
Removes the note in the remote activity key about the Zulip
version.
Also adds a sum in the total row for mobile push notifications
sent.
As the help center article now has detailed instructions to generate
an incoming webhook URL, the integration documentation only needs to
link to that information.
Changes the emoji that highlights when a remote realm or server has
an active discount.
Adds a remote server UUID field to the remote server information.
Moves the 'has remote realms' field to be after the Zulip version
information, and adds an extra break there to visually highlight
that field as well as the following 'max monthly messages' field.
In the remote server information displayed in the remote support
view, show the Zulip version currently on the RemoteZulipServer
object as last_version.
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.
Moves the note about being on the sponsored Community plan to be
under the remote server or realm name.
Adds a note about a remote server or realm with a partial discount
set, which is another type of sponsorship.
Highlights these notes visually with emojis for support admin.
It appears the plans page version of this had a less clear/specific
list of example communities than was intended. Also improve the longer
version in the Help Center to give the same examples.
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.
Pulls the forms for updating the billing collection method and
generally modifying the current plan to a separate template.
Uses the shared template to render these forms for both the
remote server and any attached remote realms.
If there are remote realms attached to the remote server, adds
the forms to be able to update sponsorship requests, approve
sponsorship and update a discount.
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 separation of files no longer makes any sense, with some of these
forms being used by the RemoteRealm and legacy server flows together.
And in general we don't need to scatter this stuff across files.
Also, the unifying of the class of loader on the buttons, fixes a visual
bug on the final "Confirm login" page where you would see it spinning
for half a second upon loading the page, until the .hide() code
triggered.
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.
* 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.
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.
Updates `get_plan_type_string` for RemoteZulipServer plan types and
capitalizes the strings used for Realm plan types.
Also changes the string for Realm.PLAN_TYPE_STANDARD_FREE to be
"Standard free" instead of "open source" as that is used for any
100% sponsored organization, which is not restricted to open-source
projects.
This adds the new tabs from /plans to:
* /for/business
* /self-hosting
And it isolates legacy styles to preserve the tabs on
/for/education
Fixes: #28013
Removes the support actions for changing a remote server's default
discount and sponsorship pending states if the remote server is on
the sponsored plan type.
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 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.
[squash]: Update sponsorsip and question boxes for Cloud.
[squash]: Update tabs subtitles.
[squash]: Content for info boxes for self-hosted plans.
[squash]: Adjust content to fit design.
portico: Tweak /plans text.
The hidden logout form facilitates logging out from the app by providing
a form with the CSRF token required for the csrf_token protection in
Jinja2.
This commit moves this form from the ".app" div to the body,
where it is more appropriately placed in the DOM.
This is a prep commit for #27550.
Adds details about the requested organization URL and type to the
registration confirmation email that's sent when creating a new
Zulip organization.
Fixes#25899.
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.
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 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.
- Tweaks documentation and clarifies that the "Jitsi server URL"
setting is not just a server-side setting.
- Updates instructions to a series of steps to be followed directly,
without having to go to the help center.
Fixes#26907.
Updates the shared integrations documentation on generating a URL for
an incoming webhook for the new modal in the web-app, with links to the
help center. Also, links to a new section in the incoming webhooks
overview in the API documentation about the URL specification.
Also, adds a link to the help center in the shared webhooks integration
instructions for creating a stream for an incoming webhook. And updates
the example webhook URL to use a stream ID instead of a stream name.
Karl Stolley
Alya Abbott
Prakhar Pratyush
Lauryn Menard
Tim Abbott
swayam0322
Mateusz Mandera
Aman Agrawal
Alex Vandiver
sanchi-t
afeefuddin
ecxtacy
Anders Kaseorg
Karl Stolley
Alya Abbott
Sayam Samal
David Rosa