Commit Graph

339 Commits

Author SHA1 Message Date
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
Aman Agrawal e949fb47ff billing: Rename billing_home to billing_page. 2023-12-01 08:55:58 -08:00
Lauryn Menard 4eea4d4717 corporate: Move invoice_plan to BillingSession abstract class. 2023-11-30 09:43:55 -08:00
Tim Abbott ebb02bad8f billing: Add INVOICING_STATUS_ prefix to values. 2023-11-29 23:32:56 -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 a01618d633 billing: Add BillingSession support for requesting sponsorship. 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
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
Aman Agrawal e8fed998ce test_stripe: Add method to better mock stripe invoice creation. 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 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 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
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
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 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
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
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
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
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 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
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
Aman Agrawal 775a90771e stripe: Modify error message for less than min licenses. 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
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
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 2da1b3307a corporate: Rename billable_user variables to billing_session in tests. 2023-11-07 12:57:20 -08:00