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.
This prep commit makes 'sync_license_ledger_if_needed'
function a 'BillingSession' abstract method.
We'll override the method for RemoteServerBillingSession
in the next commit.
This prep commit extracts out the code block that determines the
last license ledger for the customer plan having automanage_licenses
set to True into a new BillingSession method named
'get_last_ledger_for_automanaged_plan_if_exists'.
We'll be using this function while implementing the
'sync_license_ledger_if_needed' method for RemoteServerBillingSession.
We already calculate the correct `billed_licenses` early in the
function, so just used that to fix the bug where a legacy server
scheduled for upgrade doesn't respect the manual license count
set by the user.
I missed a some places to check on last pass:
* For automanaged licenses when the license updates.
* When plan is changed.
* When migrating existing customers to legacy plan.
I accidentally free trials for both cloud and self hosted
enabled while testing, hence didn't catch it.
This mostly involves fixing `is_free_trial_offer_enabled` to
return the correct value and providing it the correct input.
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.
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.
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.
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.
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.
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.
* 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.
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`.
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.
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.
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.
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.
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.
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.
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 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.
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.
Aman Agrawal
Tim Abbott
Lauryn Menard
Mateusz Mandera
Prakhar Pratyush