Commit Graph

621 Commits

Author SHA1 Message Date
Aman Agrawal 5277ebb268 decorator: Remove wrong positional argument remote_realm.
Not sure how this even worked with this required argument.
2023-11-29 19:04:32 -08:00
Aman Agrawal d8f8152f9b models: Make requested_by optional in sponsorship request model.
`requested_by` needs to be a UserProfile which is not available
for remote server sponsorship requests.
2023-11-29 19:04:32 -08:00
Aman Agrawal d999d18476 upgrade: Use valid form data to fill email context. 2023-11-29 19:04:32 -08:00
Aman Agrawal cd7893b1bf sponsorship: Use `organization_type` as field name for simplification. 2023-11-29 19:04:32 -08:00
Mateusz Mandera 2765c63f56 remote_billing: Add flow for legacy servers. 2023-11-29 14:40:27 -08:00
Prakhar Pratyush 44d8dc66d2 send_email: Update 'from_name' for non user-facing emails.
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.
2023-11-29 14:20:01 -08:00
Alex Vandiver 61fc838179 python: Switch mocking of timezone_now to time_machine. 2023-11-28 15:10:39 -08:00
Alex Vandiver f4cbb494ac test_remote_counts: Insert in date order.
Inserting these in order means that they have dates which ascend with
their ids and remote_ids, for a more accurate simulation.
2023-11-28 09:46:48 -08:00
Aman Agrawal e8fed998ce test_stripe: Add method to better mock stripe invoice creation. 2023-11-28 08:58:19 -08:00
Aman Agrawal 28a49be161 get_initial_upgrade_context: Use tier passed as part of request. 2023-11-28 08:58:19 -08:00
Alya Abbott fcd0783202 upgrade: Simplify free trial upgrade page. 2023-11-28 08:57:27 -08:00
Alya Abbott 9788e7514f billing: Edit text of free trial upgrade page. 2023-11-27 14:17:18 -08:00
Aman Agrawal b35a792623 billing: Allow free trial orgs to switch billing frequency.
Fixes #27855
2023-11-27 14:17:18 -08:00
Aman Agrawal 1f8d3fc48f stripe: Extract method to get next billing cycle. 2023-11-27 14:17:18 -08:00
Aman Agrawal 482b5d8871 upgrade: Minor text changes to free trial page.
Fixes #27684
2023-11-27 14:17:18 -08:00
Aman Agrawal fe1a40279c billing: Downgrade realm at the end of free trial.
Fixes #27875

Instead of immediately ending the free trial, we end the free trial
at the end of the cycle.
2023-11-27 14:17:18 -08:00
Aman Agrawal 22c333d135 stripe: Don't allow free trial users to have paid plan states.
Free trial users can only switch to `ACTIVE` or `ENDED`
as possible states. To switch to any other state, they need to
be `ACTIVE` first.
2023-11-27 14:17:18 -08:00
Aman Agrawal d43a60eb9d models: Add status text for some plan status states. 2023-11-27 14:17:18 -08:00
Tim Abbott 7de061cf10 billing: Inline is_realm_on_paid_plan.
This helps simplify the BillingSession interface to have less
realm-specific functions outside RealmBillingSesssion.
2023-11-27 09:01:56 -08:00
Prakhar Pratyush f8b0e16ff2 stripe: Add get_sponsorship_request_context method to BillingSession.
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.
2023-11-27 09:01:56 -08:00
Prakhar Pratyush 1b17626327 stripe: Add 'is_sponsored' method to 'BillingSession' class.
This prep commit adds a 'is_sponsored' method as we need
to explicitly check this in 'event_status' view.
2023-11-27 09:01:56 -08:00
Prakhar Pratyush 29f77bfd31 stripe: Add 'get_event_status' method to the 'BillingSession' class.
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.
2023-11-27 09:01:56 -08:00
Aman Agrawal 20cae359d1 sponsorship: Show correct plan for sponsored without CustomerPlan.
For users on limited plan, if approved for full sponsorship
via support page, we don't create a CustomerPlan for them, but
they are fully sponsored.
2023-11-27 08:23:36 -08:00
Aman Agrawal 3615fa4745 sponsorship: Use customer instead of realm to store sponsorship data.
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.
2023-11-27 08:23:36 -08:00
Aman Agrawal ede73fc2c6 decorator: Add wrapper to directly pass remote_realm to view_func. 2023-11-26 20:23:24 -08:00
Aman Agrawal 354330d81b decorator: Move self_hosting_management_endpoint wrapper to corporate. 2023-11-26 20:23:24 -08:00
Mateusz Mandera c79d116f8c tests: Add basic tests for remote billing auth flow. 2023-11-26 19:57:12 -08:00
Lauryn Menard b167eeff08 corporate: Create change plan tier function for BillingSession.
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.
2023-11-26 19:39:52 -08:00
Lauryn Menard a00e687d02 corporate: Update stripe create_balance_transaction description. 2023-11-26 19:39:52 -08:00
Lauryn Menard 1f1f1b913b corporate: Simplify initial plan tier switch check.
Simplifies the initial check for switching a customer plan tier
for an existing and active plan, so that it is more generic.
2023-11-26 19:39:52 -08:00
Lauryn Menard 39bfab0ec4 corporate: Move plan tier change to separate helper function.
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`.
2023-11-26 19:39:52 -08:00
Lauryn Menard 30f0005799 corporate: Extract calculation of amount to credit for tier change. 2023-11-26 19:39:52 -08:00
Aman Agrawal 3cfcd0efee remote_upgrade_page: Add /upgrade URL for self hosted realms. 2023-11-24 09:22:02 -08:00
Aman Agrawal caf2b7da26 stripe: Use remote_billing_url for redirecting to sponsorship page.
The will make redirects to sponsorship page work for all
BillingSession child classes.
2023-11-24 09:22:02 -08:00
Aman Agrawal 6ad9217fbf stripe: Set discount to None for 0 discount. 2023-11-24 09:22:02 -08:00
Aman Agrawal 6040ffb94b stripe: Verify context via TypedDict for upgrade page. 2023-11-24 09:22:02 -08:00
Aman Agrawal e3abd57dce stripe: Rename update_context_initial_upgrade. 2023-11-24 09:22:02 -08:00
Aman Agrawal 053f30ca25 stripe: Sort upgrade page context keys.
This will help us verify changes easily.
2023-11-24 09:22:02 -08:00
Aman Agrawal 4844ef9810 upgrade: Pass customer_name instead of realm object to upgrade context.
This will help simplify things for remote realms.
2023-11-24 09:22:02 -08:00
Aman Agrawal ace14e5a7d remote_billing_page: Extract method to get RemoteBillingIdentityDict.
This will likely be used in other files.
2023-11-24 09:22:02 -08:00
Aman Agrawal f006be0cdf initial_upgrade: Rename to upgrade_page.
Replaced for "(initial_upgrade)", " initial_upgrade"
`'initial_upgrade'` and `"initial_upgrade"`.
2023-11-24 09:22:02 -08:00
Aman Agrawal 95f5d8bdb8 billing: Note applied discount on upgrade and billing pages.
Fixes #27526
2023-11-23 10:32:39 -08:00
Aman Agrawal 07d29126fd sponsorship: Improve page for sponsorship pending orgs.
Fixes #27686
2023-11-23 10:32:39 -08:00
Aman Agrawal 003b29ba14 billing_page: Redirect orgs on paid plans with sponsorship pending.
Redirect sponsorship pending realms on a paid plan to billing page
with banner which reflects the current status of their request.
2023-11-23 10:32:39 -08:00
Aman Agrawal 74d8a050e4 billing_page: Extract method to check if realm is on paid plan. 2023-11-23 10:32:39 -08:00
Aman Agrawal 5422dd3661 sponsorship: Improve sponsorship page for sponsored realms. 2023-11-23 10:32:39 -08:00
Prakhar Pratyush 51b39cb682 stripe: Add 'do_update_plan' method to the 'BillingSession' class.
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.
2023-11-23 09:01:45 -08:00
Tim Abbott efa423395f billing: Make support_session an explicit parameter. 2023-11-23 09:01:45 -08:00
Mateusz Mandera 3958743b33 corporate: Add prototype authentication system for self-hosters.
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.
2023-11-22 17:03:47 -08:00
Aman Agrawal d82efbd503 free_trial: Remove extra onboarding flow.
We still redirect free trial users to upgrade page on first
signup but no longer pass the onboarding param.
2023-11-22 08:06:22 -08:00
Aman Agrawal 2218c49244 billing: Minor changes to text for free trial.
Fixes #27685
2023-11-22 08:06:22 -08:00
Prakhar Pratyush 476b44ae67 stripe: Use 'get_price_per_license' in 'get_initial_upgrade_context'.
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.
2023-11-21 23:39:18 -08:00
Aman Agrawal de267b964c event_status: Return user back to same license management after session.
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.
2023-11-21 11:44:04 -08:00
Aman Agrawal 69d8442ab4 billing: Allow user to switch between billing frequencies. 2023-11-21 10:42:12 -08:00
Tim Abbott e3a3f36225 billing: Rename do_initial_upgrade.
This function gets context without doing anything, and so deserves a
name that hints that.
2023-11-20 12:04:56 -08:00
Aman Agrawal 09009ab03a upgrade: Separate add card and purchase upgrade flow.
We now let user add / update card in a separate session and then
charge users after clicking on the purchase button.
2023-11-20 12:04:56 -08:00
Prakhar Pratyush 26c5149d31 stripe: Add 'do_initial_upgrade' method to the 'BillingSession' class.
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.
2023-11-20 08:00:05 -08:00
Lauryn Menard 11cb37c9a4 billing: Add prototype remote billing sessions.
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>
2023-11-17 12:58:37 -08:00
Tim Abbott f916385cab corporate: Adjust models for RemoteRealm customers. 2023-11-17 12:58:37 -08:00
Tim Abbott c5940bd68f zilencer: Make plan types less weird. 2023-11-17 12:58:37 -08:00
Prakhar Pratyush 135d7c03cc stripe: Add 'get_billing_page_context' method to 'BillingSession'.
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.
2023-11-16 09:48:43 -08:00
Mateusz Mandera 1819b85b85 management: Allow changing is_billing_admin using change_user_role. 2023-11-15 18:36:07 -08:00
Anders Kaseorg f4e7a11c35 requirements: Upgrade Python requirements.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-11-15 15:27:54 -08:00
Anders Kaseorg 7a4ca3135d stripe: Prepare to switch to stripe inline annotations.
https://github.com/stripe/stripe-python/wiki/Inline-type-annotations

Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-11-15 15:27:54 -08:00
Prakhar Pratyush f8a0035215 stripe: Move `make_end_of_cycle_updates_if_needed` to BillingSession.
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).
2023-11-15 09:26:41 -08:00
Aman Agrawal 27ffcc6576 bililng: Fix incorrect price per license on billing page.
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
2023-11-15 15:59:26 +05:30
Prakhar Pratyush fb9e258a65 stripe: Add 'do_upgrade' method to the 'BillingSession' class.
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.
2023-11-14 12:07:26 -08:00
Aman Agrawal 67bddb3d72 billing: Show success message for license change after page reload. 2023-11-13 10:35:39 -08:00
Aman Agrawal 2997c269e1 billing: Show breakdown of renewal amount if not fixed_price. 2023-11-13 10:35:39 -08:00
Aman Agrawal 775a90771e stripe: Modify error message for less than min licenses. 2023-11-13 10:35:39 -08:00
Aman Agrawal 5f0969f52b session: Remove unnecessary has_request_variables wrapper. 2023-11-13 10:35:39 -08:00
Aman Agrawal 2570f7ce23 upgrade: Control automatic / manual license management via URL. 2023-11-13 10:35:39 -08:00
Aman Agrawal 395cafcf46 sponsorship: Add extra input fields to get more org info.
Fixes #27600
2023-11-13 08:52:13 -08:00
Prakhar Pratyush b5a6742adc stripe: Move `process_initial_upgrade` to BillingSession.
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.
2023-11-13 08:11:27 -08:00
Lauryn Menard 928cb7e09e corporate: Pass plan_tier parameter to process_initial_upgrade.
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.
2023-11-10 11:26:18 -08:00
Lauryn Menard 3e550364c6 corporate: Use plan.name for stripe.Invoice statement descriptor.
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.
2023-11-10 11:26:18 -08:00
Lauryn Menard d29c454e80 corporate: Make BillingSession abstract method for changing plan type.
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`.
2023-11-10 11:26:18 -08:00
Lauryn Menard 26ad2e29c6 corporate: Make BillingSession alias for latest seat count.
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.
2023-11-10 11:26:18 -08:00
Prakhar Pratyush 31f048d054 stripe: Move `setup_upgrade_checkout_session_and...` to BillingSession.
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.
2023-11-10 09:15:10 -08:00
Aman Agrawal b0fb5c33e9 test_stripe: Fix tests related to text changes on billing page. 2023-11-10 05:17:52 +05:30
Aman Agrawal 9a186ac8d5 billing_page: Redirect users on free plan to `/plans`.
Fixes #27379
2023-11-10 05:17:52 +05:30
Aman Agrawal 56eec2734c billing_page: Add capitalization format of various common cards. 2023-11-10 05:17:52 +05:30
Aman Agrawal f85bd0234a billing: Minor changes. 2023-11-10 05:17:52 +05:30
Aman Agrawal caa40ad2c6 billing_page: Remove unused context. 2023-11-10 05:17:52 +05:30
Aman Agrawal 2f532e49d1 billing: Add field to show billing frequency. 2023-11-10 05:17:52 +05:30
Aman Agrawal 5b97eb0445 billing: Modify title. 2023-11-10 05:17:52 +05:30
Lauryn Menard 6a53005074 corporate: Update generated stripe fixtures for test_stripe.
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.
2023-11-09 12:03:33 -08:00
Lauryn Menard 717d40475e corporate: Use the stripe checkout session metadata for free trials.
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.
2023-11-09 12:03:33 -08:00
Lauryn Menard c09bfc136e corporate: Update generate stripe fixtures to not use test cc numbers.
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.
2023-11-09 12:03:33 -08:00
Lauryn Menard 1f28837bd7 corporate: Update create_stripe_customer to not attach payment method.
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.
2023-11-09 12:03:33 -08:00
Lauryn Menard 4dd6f105a0 coporate: Change statement descriptor for Zulip Cloud Credit.
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".
2023-11-09 12:03:33 -08:00
Mateusz Mandera 3cafdbdc1e counts: Add function compute_max_monthly_messages for remote servers.
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.
2023-11-08 09:45:49 -08:00
Lauryn Menard 2da1b3307a corporate: Rename billable_user variables to billing_session in tests. 2023-11-07 12:57:20 -08:00
Lauryn Menard b6fa00d4fd corporate: Set realm strings for test of downgrade small realms.
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.
2023-11-07 12:57:20 -08:00
Lauryn Menard c3fd7d837b corporate: Add billing admin check to approve sponsorship 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.
2023-11-07 09:13:50 -08:00
Aman Agrawal 0012a52e88 billing: Don't redirect to sponsorship page for orgs on paid plan. 2023-11-06 14:55:14 -08:00
Aman Agrawal 0ffa207118 sponsorship: Use this organization instead of your organization. 2023-11-06 14:55:14 -08:00
Aman Agrawal a3093fad97 billing: Show sponsorship status on /sponsorship page.
We redirect users from billing and upgrade page to sponsorship page if the
org has requested for sponsorship or is already sponsored.
2023-11-06 14:55:14 -08:00
Aman Agrawal 00df9c6c18 urls: Show sponsorship page on a new URL.
Fixes #27377

Replaced #sponsorship links with sponsorship/ links and in other
places liking gear menu.
2023-11-06 14:55:14 -08:00
Lauryn Menard 6f7b75c9a3 corporate: Add `create_stripe_payment_intent` to BillingSession class.
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.
2023-11-06 14:39:36 -08:00