Commit Graph

872 Commits

Author SHA1 Message Date
Lauryn Menard df2f4b6469 corporate: Move support and activity views to /corporate.
View functions in `analytics/views/support.py` are moved to
`corporate/views/support.py`.

Shared activity functions in `analytics/views/activity_common.py`
are moved to `corporate/lib/activity.py`, which was also renamed
from `corporate/lib/analytics.py`.
2024-01-30 10:06:48 -08:00
Prakhar Pratyush edec29e0b6 support: Add support to configure fixed_price plan. 2024-01-29 11:23:20 -08:00
Anders Kaseorg 93198a19ed requirements: Upgrade Python requirements.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2024-01-29 10:41:54 -08:00
Tim Abbott 7b4afb35e7 analytics: Fix improperly scoped billing import. 2024-01-26 09:33:30 -08:00
Lauryn Menard bfd9eec4b3 activity: Add totals row as sticky footer to activity charts.
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.
2024-01-26 09:04:39 -08:00
Lauryn Menard dcae35196c remote-activity: Prefetch LicenseLedger entry for current plan.
To estimate the annual recurring revenue for remote server and
remote realm CustomerPlans, we prefetch the current license
ledger as part of the CustomerPlan query.

Also adds a select related to the remote realm audit log query
so that we don't go to the database for the remote realm ID.

With the test added in the previous commit, the query count for
the remote activity view goes from 27 to 11, as we are no longer
hitting the database multiple times for every current plan or
for every remote realm with audit log data.

Refactors get_customer_plan_renewal_amount so that a license
ledger is always passed and make_end_of_cycle_updates_if_needed
does not need to be called.
2024-01-25 15:35:44 -08:00
Lauryn Menard 842dcb6546 analytics-tests: Build robust test data for remote activity view.
Creates multiple remote servers and remote realms with active
plan data and audit logs.

Shows multiple small queries to get revenue data from plan license
ledger, as well as remote server and remote realm IDs.
2024-01-25 15:35:44 -08:00
Lauryn Menard 1249b5929e remote-activity: Update column data for remote realms.
Combines the IDs for the remote realm and remote server in the
first column.

Moves the Realm name to the second column.

For the host/hostname column, displays the remote realm host if
it is a remote realm row. Otherwise, the remote server hostname
is displayed.
2024-01-22 11:55:31 -08:00
Lauryn Menard fca9ff1ae7 support: Show date for start of next billing cycle for current 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.
2024-01-22 10:09:00 -08:00
Lauryn Menard 76b26612a0 remote-activity: Get user counts for all servers and realms.
Instead of querying the database for every remote server and realm
in the remote activity chart, we now get the server and realm data
for the installation in two queries.
2024-01-19 11:46:13 -08:00
Lauryn Menard 536aef854c remote-activity: Display rows for remote realms.
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.
2024-01-19 11:46:13 -08:00
Lauryn Menard 8310d1f0be remote-activity: Use constants for columns when iterating over rows.
This will help with updating this function for updating/changing
the columns in the chart as only the constant needs to be updated
and not every instance the integer is used in the loops over the
rows of data.
2024-01-19 11:46:13 -08:00
Lauryn Menard 440b60b261 remote-activity: Remove analytics users column. 2024-01-19 11:46:13 -08:00
Lauryn Menard 030f899195 realm-activity: Merge chart for human and bot users.
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.
2024-01-16 09:43:42 -08:00
Lauryn Menard 82e3d0388b realm-activity: Remove Clients and History charts.
Removes the Clients and History tabs/charts from the realm
activity view.
2024-01-16 09:43:42 -08:00
Lauryn Menard ec5e215e8f user-activity: Remove user activity summary chart.
Removes the summary tab/chart from the user activity view.

Moves get_user_activity_summary from common_activity.py to
realm_activity.py since it's no longer used in the user
activity view.

Updates the title of the page to incluce the realm name since
an email address may be used for multiple user accounts.
2024-01-16 09:43:42 -08:00
Lauryn Menard 7e1d0adb6e support-tests: Add coverage for discount actions when upgrade scheduled. 2024-01-15 03:10:04 -08:00
Lauryn Menard a5f2883a75 remote-support: Add ability to set a required plan tier for customer. 2024-01-15 03:10:04 -08:00
Lauryn Menard f27b6d896a audit-logs: Add generic property changed for Customer and CustomerPlan.
Change audit logs for changing a Customer or CustomerPlan property
to use a generic event type and specify the property name in the
extra data.
2024-01-15 03:10:04 -08:00
Lauryn Menard 2994685399 support: Add admin support for updating end date of active plan.
This currently will only apply to tier.SELF_HOSTED_LEGACY plans.
2024-01-09 10:13:21 -08:00
Lauryn Menard 71263ac2ab support: Include legacy plan without upgrade in remote support tests. 2024-01-09 10:13:21 -08:00
Lauryn Menard 92ebeb7baa support: Add a link to remote server's installation analytics page. 2024-01-05 16:55:38 -08:00
Lauryn Menard f3d0ec15ca support: Clarify what missing data caused MissingDataError.
Update strings for support views to indicate if analytics data or
audit log data was missing and caused a MissingDataError.
2024-01-05 16:55:38 -08:00
Lauryn Menard fb29a35262 support: Add updating minimum licenses requirement after discount.
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.
2024-01-04 18:42:07 -08:00
Lauryn Menard cc957e92f4 support: Raise errors for support requests that are not processed.
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.
2024-01-04 18:42:07 -08:00
Alya Abbott 2a57aa6cea billing: Improve display of sponsorship requests. 2024-01-04 12:25:30 -08:00
Lauryn Menard 4143101637 remote-activity: Display latest audit log update for remote server.
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.
2024-01-03 12:15:35 -08:00
Lauryn Menard 2e7715e522 remote-activity: Format no mobile push data as zero for remote server. 2024-01-03 12:15:35 -08:00
Lauryn Menard ea1da738d6 support: Update how remote server information is organized.
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.
2024-01-02 13:16:35 -08:00
Lauryn Menard b9ca60ab9e support: Add date created field to remove server information.
Removes the last updated field and replaces it with the date the
remote server was created based on the audit log data.
2024-01-02 13:16:35 -08:00
Lauryn Menard 481828e556 support: Exclude deactivated servers from search results. 2024-01-02 07:51:50 -08:00
Lauryn Menard ffd708ecaf support: Display next plan data on remote support view.
Currently, this will only be the case for legacy self-managed plans
that have scheduled a switch to either the Basic or Business plan.
2023-12-30 11:22:02 -08:00
Karl Stolley a37354f92a corporate: Add a Basic plan. 2023-12-20 23:09:21 -08:00
Lauryn Menard 653901fc30 support: Update remote server support search test.
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.
2023-12-19 14:44:26 -08:00
Lauryn Menard f56923fafa support: Format ARR column as dollar amount in remote activity view. 2023-12-19 14:44:26 -08:00
Lauryn Menard 9e9fec68a1 support: Add plan's estimated annual revenue to remote 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.
2023-12-19 14:44:26 -08:00
Lauryn Menard a8172591ca support: Show current discount for current plan.
This should match any discount information shown for the remote
realm or server.
2023-12-19 14:44:26 -08:00
Lauryn Menard f92152fafb support: Add shared helper for customer/plan in support views tests.
Adds a shared helper function for support view tests that need
a customer and/or customer plan.
2023-12-19 14:44:26 -08:00
Anders Kaseorg c9c819e1d7 models: Extract zerver.models.scheduled_jobs.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-12-16 22:08:44 -08:00
Anders Kaseorg bac027962f models: Extract zerver.models.clients.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-12-16 22:08:44 -08:00
Anders Kaseorg cd96193768 models: Extract zerver.models.realms.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-12-16 22:08:44 -08:00
Anders Kaseorg 7001a0dfc0 models: Extract zerver.models.groups.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-12-16 22:08:44 -08:00
Anders Kaseorg 45bb8d2580 models: Extract zerver.models.users.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-12-16 22:08:44 -08:00
Sahil Batra 03323b0124 push_notifications: Enforce max user count on self managed plan.
We do not support sending push notifications for realms having
more than 10 users on self managed plan.
2023-12-15 11:03:42 -08:00
Aman Agrawal 34a1be80a4 model: Use same name for legacy plan across the app. 2023-12-14 08:22:25 -08:00
Tim Abbott 6308e07e53 billing: Standardize remote server plan type IDs.
This will likely save us at least one headache.
2023-12-13 16:40:44 -08:00
Lauryn Menard a897d68d93 support: Add active plan information to remote server activity.
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.
2023-12-13 13:43:00 -08:00
Lauryn Menard 68d117e60a support: Add sponsorship request information to remote support view. 2023-12-13 10:28:11 -08:00
Lauryn Menard e8500fbdb0 support: Include sponsorship request for remote server support view.
Preparation for updating the sponsorship forms template to include
information about the latest sponsorship request if sponsorship is
pending.
2023-12-13 10:28:11 -08:00
Alex Vandiver 19575b46f7 remote_activity: Hide deactivated remote servers. 2023-12-12 20:36:03 -08:00
Alex Vandiver 6d7037e867 analytics: Show latest number in "Analytics users", not max. 2023-12-12 12:09:51 -08:00
Lauryn Menard 449714245e support: Exclude system bot realm from remote realm query. 2023-12-12 08:04:02 -08:00
Prakhar Pratyush c1daabd3c0 remote_server: Rename to 'send_server_data_to_push_bouncer'.
This commit renames 'send_analytics_to_push_bouncer'
to 'send_server_data_to_push_bouncer'.
2023-12-11 14:07:39 -08:00
Prakhar Pratyush d763fae9d0 remote_server: Eliminate separate realms-only code path.
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.
2023-12-11 14:07:39 -08:00
Lauryn Menard 7186f75b58 support: Add sponsorship/discount support forms to 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.
2023-12-11 10:33:50 -08:00
Lauryn Menard c2a76ccb3e support: Clean up template variables for remote server support. 2023-12-11 10:33:50 -08:00
Lauryn Menard d079a13760 support: Use shared template for current plan details on support views.
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.
2023-12-06 11:01:26 -08:00
Anders Kaseorg 223b626256 python: Use urlsplit instead of urlparse.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-12-05 13:03:07 -08:00
Anders Kaseorg 3853fa875a python: Consistently use from…import for urllib.parse.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-12-05 13:03:07 -08:00
Lauryn Menard ba3279e959 support: Add remote realm stub to remote server information.
Adds a small section for any remote realms attached to the remote
server in the support view.
2023-12-05 12:48:42 -08:00
Lauryn Menard cfd61669e0 support: Add plan type to remote server information.
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.
2023-12-05 12:48:42 -08:00
Lauryn Menard 6c5b419267 support: Add downgrade current plan actions to remote servers. 2023-12-05 12:48:42 -08:00
Lauryn Menard f5ab9419d2 support: Update billing modality for remote server current plan. 2023-12-05 12:48:42 -08:00
Anders Kaseorg 8a7916f21a python: Consistently use from…import for datetime.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-12-05 12:01:18 -08:00
Tim Abbott 95b39bc8bf analytics: More fixes to zilencer urls import logic. 2023-12-05 10:52:00 -08:00
Tim Abbott 28d736d63b analytics: Don't import zilencer-specific code unconditionally.
This fixes the production server not working when zilencer is not
enabled.
2023-12-05 10:36:35 -08:00
Prakhar Pratyush 14b1539647 remote_activity: Add 'guest users' and 'non guest users' count column.
This commit adds two columns named 'Guest users' and
'Non guest users' to respresent count of such users.

We query 'RemoteRealmAuditLog' to get the data.
2023-12-05 10:04:41 -08:00
Lauryn Menard dc0b8bcb6b analytics: Update query for remote_push_devices in remote activity.
Updates query to count the distinct pairs of user_id and user_uuid
on the RemotePushDeviceToken table.
2023-12-04 11:50:18 -08:00
Lauryn Menard 69f6d3dcb1 support: Approve sponsorship for remote server customer.
Adds ability to approve a sponsorship request for a customer
attached to a remote server via the remote server support view.
2023-12-03 14:27:07 -08:00
Lauryn Menard 2218e667a6 support: Update remote server customer sponsorship pending status.
Adds ability to update the sponsorship pending status of a customer
attached to a remote server via the remote server support view.
2023-12-03 14:27:07 -08:00
Lauryn Menard 4250e9c1c9 support: Update remote server customer default discount.
Adds ability to update the default discount for a customer attached
to a remote server via the remote server support view.
2023-12-03 14:27:07 -08:00
Lauryn Menard 38eaa4b958 support: Add plan data to remote server support view context. 2023-12-03 14:27:07 -08:00
Lauryn Menard 1d685bd198 support: Add success message to remote servers support view context. 2023-12-03 14:27:07 -08:00
Lauryn Menard 6d66248d3d support: Get plan data via BillingSession for support views. 2023-12-03 14:27:07 -08:00
Lauryn Menard 8d992405a6 analytics: Get customer discount for support views. 2023-12-03 14:27:07 -08:00
Lauryn Menard 5135acd9e3 support: Use process_support_view_request for plan modifications.
Updates the support view to use process_support_view_request to
process upgrade or downgrade modifications currently implemented
for active plans.
2023-12-03 14:27:07 -08:00
Lauryn Menard 4fb564026d corporate: Move void_all_open_invoices to BillingSession. 2023-12-03 14:27:07 -08:00
Lauryn Menard 97d33a4363 support: Update billing modality via process_support_view_request. 2023-12-03 14:27:07 -08:00
Lauryn Menard 5d25cab42b analytics: Create process_support_view_request BillingSession method.
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.
2023-12-03 14:27:07 -08:00
Lauryn Menard 0679bc044a corporate: Make references to billing modality consistent.
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".
2023-12-03 14:27:07 -08:00
Mateusz Mandera c9b0602320 tests: Create default RemoteRealms in populate_db.
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.
2023-12-03 09:51:45 -08:00
Tim Abbott 610338d192 billing: Add BILLING_SCHEDULE_ prefix to values. 2023-11-29 23:32:56 -08:00
Tim Abbott 5d6b635efe billing: Use better variable names for plan tiers.
The existing values didn't have our standard type-prefixing naming
scheme.

Add some extra unused placeholder values while we're at it.
2023-11-29 23:32:56 -08:00
Tim Abbott 7db15176f3 push bouncer: Submit basic metadata unconditionally.
These metadata are essentially all publicily available anyway, and
making uploading them unconditional will simplify some things.

The documentation is not quite accurate in that it claims the server
will upload some metadata that is not actually uploaded yet (but will
by soon). This seems harmless.
2023-11-29 14:45:53 -08:00
Lauryn Menard 26168728ca analytics: Add chart key to remote activity page.
Adds a chart key to the top of the remote activity page.

Also, combines the support and stats links for a remote server into
one column.
2023-11-29 11:41:35 -08:00
Lauryn Menard 9180819a9e analytics: Adds count of mobile pushes forwarded for remote server.
Adds a column to the remote servers activity page for a 7 day
count of forwarded mobile push notifications from
RemoteInstallationCount for each server, which will be `None`
if there is no data for the remote server with that ID.
2023-11-29 11:41:35 -08:00
Alex Vandiver 61fc838179 python: Switch mocking of timezone_now to time_machine. 2023-11-28 15:10:39 -08:00
Lauryn Menard b86654d10f analytics: Add column for Zulip version in remote installations page. 2023-11-28 09:20:45 -08:00
Lauryn Menard 5f48abd57a analytics: Add support link to remote installations page.
Refactors get_page helper function so that the updates to the
query data for each row is done in the function that processes
the request.

Adds columns to the remote installation page for both the support
and analytics links.

Adds `analytics/views/remote_activity.py` to the files without
100% backend test coverage.
2023-11-28 09:20:45 -08:00
Lauryn Menard 4fc639cead analytics: Add remote installation suport link function. 2023-11-28 09:20:45 -08:00
Lauryn Menard 4e577119b4 analytics: Use gear icon as realm support link on installation activity. 2023-11-28 09:20:45 -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
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
Alex Vandiver b363999d19 analytics: Slew record reporting by up to 10 minutes.
This reduces the giant load spike at 5 minute past the hour, when all
remote servers currently attempt to submit their records.

We do not wish to slew over a full hour, because we want to ensure
that we do not hold the lock when the next hour's analytics runs.  It
is also not necessary to have that much variation; 10 minutes is
picked as an arbitrary "long enough" time to spread requests over.
2023-11-21 10:49:57 -08:00
Alex Vandiver 7233841171 analytics: Move logging config into LOGGING, use "zulip.analytics".
This should not reuse (and reconfigure!) the "zulip.management"
logger.
2023-11-21 10:49:57 -08:00
Alex Vandiver efa9bf36eb analytics: Factor out UserCount / StreamCount common checks. 2023-11-21 10:49:57 -08:00
Alex Vandiver a782aae78e analytics: Regenerate partial indexes due to Django bug.
Due to a bug[^1] in Django 4.2, fixed in 4.2.6, queries using
`__isnull` added an unnecessary cast.  This cast was _also_ used in
`WHERE` clauses for partial indexes.  This means that partial indexes
created before Zulip was using Django 4.2 (i.e. before Zulip Server
7.0 or 2c20028aa4) will not be used when the server is using Django
4.2.0 through 4.2.5 -- and, conversely, that indexes created while
Zulip had those versions of Django (i.e. Zulip Server 7.0 through 7.4
or 7807bff526) will not be used later.

We re-create the indexes, to ensure that users that installed Zulip
after Zulip Server 7.0 / 2c20028aa4 and before Zulip Server 7.5 /
7807bff526 have indexes which can be used by current Django.  This
is useless work for some installations, but most analytics tables are
not large enough for this to take significant time.

[^1]: https://code.djangoproject.com/ticket/34840
2023-11-16 13:53:04 -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
Mateusz Mandera 48db4bf854 counts: Add new mobile_pushes RemoteRealmCount stats.
This requires a bit of complexity to avoid a name collision in
COUNT_STATS with the RemoteInstallationCount stats with the same name.
2023-11-10 16:09:11 -08:00
Mateusz Mandera 2512e66c06 counts: Don't allow syncing mobile_pushes_forwarded::day count.
6819ecee92 forgot to add this.
2023-11-10 16:09:11 -08:00