Commit Graph

375 Commits

Author SHA1 Message Date
Aman Agrawal ec86114330 stripe: Fix discounts for legacy server with upgrade scheduled.
We simply apply discount to both the plans.

Since the discount is saved in `customer.default_discount` it
will applied now to any future plans as well, even if customer
downgrades and the upgrades again.
2023-12-09 12:50:05 -08:00
Aman Agrawal 121e5ad3dc stripe: Extract function to get next plan for legacy customers. 2023-12-09 12:50:05 -08:00
Aman Agrawal e44f3d448d stripe: Use `next_plan` instead of `new_plan` for legacy upgrades. 2023-12-09 12:50:05 -08:00
Aman Agrawal 5d3eafcdd4 support: Fix error on discount applied on legacy server.
This is for legacy server **not** scheduled for an upgrade.
2023-12-09 12:50:05 -08:00
Aman Agrawal dca7e654ca billing: Enforce min license for plan on upgrade and billing page. 2023-12-09 12:50:05 -08:00
Mateusz Mandera abdfdeffe4 remote_billing: Implement confirmation flow for legacy servers.
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.
2023-12-08 23:49:10 -08:00
Prakhar Pratyush bf4fdbff12 stripe: Update LicenseLedger for remote realms.
When a remote server uploads statistics, we update the
LicenseLedger using the audit logs uploaded.

We iterate over the RemoteRealmAuditlog data for the concerned
realm starting from the event_time of the last LicenseLedger
created for that customer and update the ledger based on each event.
2023-12-08 12:58:21 -08:00
Prakhar Pratyush ed9b0d330d stripe: Raise 'MissingDataError' while fetching license count.
If the RemoteRealmAuditLog has stale data, it means the server
stopped or never uploaded data. We raise MissingDataError in such
cases when a user action led to calculating licenses count from
stale data.
2023-12-08 12:58:21 -08:00
Prakhar Pratyush 40621478cb zilencer: Add `get_remote_realm_guest_and_non_guest_count`.
We add a 'get_remote_realm_guest_and_non_guest_count'
function that queries 'RemoteRealmAuditLog' to get
the guest and non_guest count for that remote_realm.

This function is used in 'RemoteRealmBillingSession'
to calculate the current count of billed licenses.
2023-12-08 12:58:21 -08:00
Prakhar Pratyush bd99e37910 stripe: Use get_remote_server_guest...count for billing licenses count.
Use 'get_remote_server_guest_and_non_guest_count' function
for the current count of billing licenses in
RemoteServerBillingSession.
2023-12-08 12:58:21 -08:00
Aman Agrawal 3d25c7372a stripe: Remove unused context parameter. 2023-12-08 11:24:15 -08:00
Aman Agrawal 76d9aff5a6 sponsorship: Allow remote orgs to request a plan type.
Sponsorship and billing pages modified to reflect the correctly
requested sponsorship plan name.
Add a line break before "Contact Zulip support".
2023-12-08 11:24:15 -08:00
Tim Abbott 0f163cedbc corporate: Tighten coverage checks in decorator.py. 2023-12-08 09:48:15 -08:00
Aman Agrawal 9ab5f65cc4 stripe: Handle schedule change audit log type for remote realm/server.
This seems to have been accidentally skipped when adding
audit logs for free trials when changing billing schedule.
2023-12-08 09:21:18 -08:00
Aman Agrawal 134a05ff5e billing: Hide license management fields for free trial states.
* 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.
2023-12-08 09:21:18 -08:00
Aman Agrawal 2165486c88 upgrade: Allow showing downgrade success message for legacy server. 2023-12-07 13:55:39 -08:00
Aman Agrawal 825986ac3a billing: Allow legacy servers to cancel upgrade. 2023-12-07 13:55:39 -08:00
Lauryn Menard c94c194ea7 corporate: Send email community plan sponsorship approved. 2023-12-07 13:17:14 -08:00
Aman Agrawal 860e4f6060 stripe: Don't change plan tier before the plan becomes live.
For new plans that have not started, the tier change should only
happen when they become live.
2023-12-06 12:04:10 -08:00
Aman Agrawal ec7fd94782 billing: Show correct info for to be upgraded legacy plan server. 2023-12-06 12:04:10 -08:00
Aman Agrawal f5a96cba05 stripe: Don't modify non-status details of legacy-server plan.
The new plan already has the details for pricing and how to
charge customer and ideally should be used to show information
about it on billing page.
2023-12-06 12:04:10 -08:00
Aman Agrawal 30f7d5e8df stripe: Don't create `LicenseLedger` entries for non-live plans. 2023-12-06 12:04:10 -08:00
Aman Agrawal fec155ea9c stripe: Extract method to get billing page context. 2023-12-06 12:04:10 -08:00
Aman Agrawal 0d3c68cefb stripe: Rearrange code. 2023-12-06 12:04:10 -08:00
Aman Agrawal 74ef619412 stripe: Active plans always have last_ledger_entry. 2023-12-06 12:04:10 -08:00
Aman Agrawal f99214e866 stripe: Plan is always defined for get_billing_page_context calls. 2023-12-06 12:04:10 -08:00
Lauryn Menard 906e667a70 corporate: Implement support_url for all BillingSession child classes.
Adds a helper since there are only a few different parameters for
all BillingSession child clases, `build_support_url`.

Also, renames `get_support_url` to more explicitly note that it
is for realms: `get_realm_support_url`.
2023-12-06 11:04:54 -08:00
Lauryn Menard 46dab1beb9 emails: Replace string_id from sponsorship request email context.
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.
2023-12-06 11:04:54 -08:00
Lauryn Menard ea725aaaf3 support: Handle missing current licenses data for support views. 2023-12-06 11:01:26 -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
Aman Agrawal 49908ba166 sponsorship: Populate sponsorship page with correct context.
Fixes sponsorship page to work for remote realm and server.
2023-12-05 23:44:29 -08:00
Aman Agrawal 044cb820f8 stripe: Fix legacy server upgrade to business plan.
I had pushed a similar change in #28017 but seems to have been lost.
2023-12-05 23:44:29 -08:00
Prakhar Pratyush e5d71fe5ac stripe: Move `update_license_ledger_if_needed` to BillingSession.
This commit moves the 'update_license_ledger_if_needed' and its
helper function 'update_license_ledger_for_automanaged_plan'
to the 'BillingSession' abstract class.

This refactoring will help in minimizing duplicate code while
supporting both realm and remote_server customers.
2023-12-05 12:51:41 -08:00
Prakhar Pratyush 133291ec2d stripe: Move `update_license_ledger_for_manual_plan` to BillingSession.
Moves the 'update_license_ledger_for_manual_plan' function
to the 'BillingSession' abstract class.

This refactoring will help in minimizing duplicate code while
supporting both realm and remote_server customers.
2023-12-05 12:51:41 -08:00
Lauryn Menard 6c5b419267 support: Add downgrade current plan actions to remote servers. 2023-12-05 12:48:42 -08:00
Aman Agrawal 1a063986e3 billing: Render page for legacy server scheduled for upgrade. 2023-12-04 12:36:24 -08:00
Aman Agrawal cd45b6f6f8 upgrade: Allow legacy servers to upgrade to business plan. 2023-12-04 12:36:24 -08:00
Aman Agrawal 9935f002ec stripe: Fill `get_type_of_plan_tier_change` for remote realm/server. 2023-12-04 12:36:24 -08:00
Aman Agrawal f22ccd3125 stripe: Render upgrade page for remote servers on legacy plan. 2023-12-04 12:36:24 -08:00
Aman Agrawal 7d83508235 commands: Add script to create servers on legacy plan.
Also adds `SWITCH_PLAN_TIER_AT_PLAN_END` for `CustomerPlan`
which will be used to mark status of remote server legacy
plans which are scheduled for an upgrade.
2023-12-04 12:36:24 -08:00
Lauryn Menard 45df5750ae corporate: Remove now unused is_sponsored_realm.
This has been replaced with the is_sponsored method in
the RealmBillingSession class.
2023-12-04 07:15:15 -08:00
Lauryn Menard 5eabd51702 corporate: Make is_sponsored_or_pending not abstract in BillingSession.
The logic for BillingSession.is_sponsored_or_pending would be the
same for all three child classes of BillingSession, so this should
be a method on the BillingSession abstract class.
2023-12-04 07:15:15 -08:00
Aman Agrawal a59245e932 billing: Make various buttons on billing page work.
We pass billing_base_url to the template and use it to construct
session specific URLs. Also, add corresponding function on server
to support them.
2023-12-03 15:15:04 -08:00
Aman Agrawal 7e7af6266d stripe: Rename get_metadata to use for both billing and upgrade. 2023-12-03 15:15:04 -08:00
Aman Agrawal f942bbd70f stripe: Show tier information correctly on billing and upgrade page. 2023-12-03 15:15:04 -08:00
Aman Agrawal 5835ef44fe stripe: Add session specific get_email method.
This looks nicer and it will help us have a common method for
get_data_for_stripe_payment_intent.
2023-12-03 15:15:04 -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 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 544482eefb remote_billing: Add tests for the legacy server flow.
This doesn't provide 100% coverage, but does test the important cases.
2023-12-03 10:39:56 -08:00
Mateusz Mandera 134e3bfa68 remote_billing: Add redirects to login for unauthed user in legacy flow.
Analogical to the more complex mechanism implemented for the RemoteRealm
flow in a previous commit in
authenticated_remote_realm_management_endpoint.

As explained in the code comment, this is much easier because:

In this flow, we can only redirect to our local "legacy server flow
login" page. That means that we can do it universally whether the user
has an expired
identity_dict, or just lacks any form of authentication info at all -
there are no security concerns since this is just a local redirect.
2023-12-03 10:39:56 -08:00
Mateusz Mandera ec7245d4e1 remote_billing: Add redirect flow for users with expired session.
Implements a nice redirect flow to give a good UX for users attempting
to access a remote billing page with an expired RemoteRealm session e.g.
/realm/some-uuid/sponsorship - perhaps through their browser
history or just their session expired while they were doing things in
this billing system.

The logic has a few pieces:
1. get_remote_realm_from_session, if the user doesn't have a
   identity_dict will raise RemoteBillingAuthenticationError.
2. If the user has an identity_dict, but it's expired, then
   get_identity_dict_from_session inside of get_remote_realm_from_session
   will raise RemoteBillingIdentityExpiredError.
3. The decorator authenticated_remote_realm_management_endpoint
   catches that exception and uses some general logic, described in more
   detail in the comments in the code, to figure out the right URL to
   redirect them to. Something like:
   https://theirserver.example.com/self-hosted-billing/?next_page=...
   where the next_page param is determined based on parsing request.path
   to see what kind of endpoint they're trying to access.
4. The remote_server_billing_entry endpoint is tweaked to also send
   its uri scheme to the bouncer, so that the bouncer can know whether
   to do the redirect on http or https.
2023-12-03 10:39:56 -08:00
Aman Agrawal 5d49e54d33 upgrade: Show tier corresponding to session on upgrade page. 2023-12-01 08:55:58 -08:00
Aman Agrawal b35ea18829 stripe: Make get_price_per_license more readable. 2023-12-01 08:55:58 -08:00
Aman Agrawal 8500eae87e billing_page: Successfully render for remote realms and server. 2023-12-01 08:55:58 -08:00
Aman Agrawal e949fb47ff billing: Rename billing_home to billing_page. 2023-12-01 08:55:58 -08:00
Aman Agrawal d0c0b11fbf upgrade: Make purchase upgrade work for remove servers and realms.
We are upgrading them to cloud standard right now, we can easily
change tiers in future while adding pricing and configuration for
them.
2023-12-01 08:55:58 -08:00
Aman Agrawal e9bbb67035 upgrade: Make card add / update work for remote servers. 2023-12-01 08:55:58 -08:00
Aman Agrawal bb7b0b6731 upgrade: Provide billing_base_url in page_params.
This makes it cleaner to calculate URLs for the current session type.
2023-12-01 08:55:58 -08:00
Aman Agrawal 222077804b upgrade: Simplify getting session data for card update. 2023-12-01 08:55:58 -08:00
Aman Agrawal 0286f10816 stripe: Move non class specific function outside.
Doesn't seem to benefit from being defined inside the class.
2023-12-01 08:55:58 -08:00
Aman Agrawal 953f0f436e stripe_event_handler: Rename get_billing_session. 2023-12-01 08:55:58 -08:00
Mateusz Mandera 7fad8f1f54 remote_billing: Implement session expiry mechanism.
We still need to add better UX than these JSON errors. We'll want to
utilize the next parameter and redirect the user back to login.
2023-11-30 15:51:10 -08:00
Mateusz Mandera ea9e2ece49 remote_billing: Extract RemoteBillingUserDict sub-dict. 2023-11-30 15:51:10 -08:00
Mateusz Mandera 5a198c639e remote_billing: Sort out remote_billing_identities typing.
This does two important things:
1. Fix return type of get_identity_dict_from_session to correctly be
   Optional[Union[RemoteBillingIdentityDict, LegacyServerIdentityDict]].
   RemoteBillingIdentityDict is the type in the 8.0+ auth flow,
   LegacyServerIdentityDict is the type in old servers flow, where only
   the server uuid info is available.
2. The uuid key used in request.session["remote_billing_identities"]
   should be explicitly namespaced depending on which flow and type
   we're
   dealing with - to avoid confusion in case of collisions between a
   realm and server that have the same UUID. Such a situation should not
   occur naturally and I haven't come up with any actual exploitation
   ideas that could utilize this by manipulating your server/realm
   uuids, but it's much easier to just not think about such collision
   security implications by making them impossible.
2023-11-30 15:51:10 -08:00
Aman Agrawal 8d485726e4 upgrade: Make add card workflow functional.
Add / update card for remote realms on /upgrade page works now.
2023-11-30 11:22:19 -08:00
Aman Agrawal 4d60c3a96c models: Allow realm_id to be blank.
We cannot provide realm_id for some remote session logs.
2023-11-30 11:22:19 -08:00
Aman Agrawal 5c9a10da31 stripe: Call log create method once.
Makes it easier to look at.
2023-11-30 11:22:19 -08:00
Tim Abbott cab0215f3f decorator: Pass RemoteServerBillingSession to views. 2023-11-30 11:22:19 -08:00
Aman Agrawal 7540e70cc8 decorator: Pass remote billing session instead of remote realm.
Since endpoints using the
`authenticated_remote_realm_management_endpoint` decorator
want to initialize a billing session and if need be remote_realm
is accessible to via the session variable.
2023-11-30 11:22:19 -08:00
Aman Agrawal 1df8e00d7c remote_billing: Redirect to upgrade/sponsorship page based on next.
We pass `next` parameter with /self-hosted-billing to redirect
users to the intended page after login.

Fixed realm_uuid incorrectly required in remote_realm_upgrade_page.
2023-11-30 11:22:19 -08:00
Lauryn Menard 2c34dcf7dc corporate: Use enum value for type of plan tier change.
Updates do_change_plan_to_new_tier in BillingSession to use an
enum for the value returned when checking for a valid change
between two plan tier types. This makes it more explicit that
the implementation for a valid upgrade in plan tier will be
different from a valid downgrade in plan tier.
2023-11-30 09:43:55 -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 e43b51b01e stripe: Extract common helper function. 2023-11-29 19:04:32 -08:00
Tim Abbott 405c28252a decorator: Don't pass processed args/kwargs onwards.
We've already processed the only URL parameters we intend to support
to determine which RemoteRealm or RemoteZulipServer is involved, so
there should be nothing further to do here.

And it's cleaner to not have to write the downstream code to expect
these unnecessary parameters.
2023-11-29 19:04:32 -08:00
Aman Agrawal ba11d0fe5d decorator: Add decorator to provide remote_server to endpoint. 2023-11-29 19:04:32 -08:00
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
Mateusz Mandera 2765c63f56 remote_billing: Add flow for legacy servers. 2023-11-29 14:40:27 -08:00
Aman Agrawal 28a49be161 get_initial_upgrade_context: Use tier passed as part of request. 2023-11-28 08:58:19 -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
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 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
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