Commit Graph

858 Commits

Author SHA1 Message Date
Prakhar Pratyush 2055dfa83e support: Add support to configure fixed-price plan with pay-by-invoice.
* Manually create & send invoice
* Configure a fixed-price plan with sent invoice-id.
* When customer pays, upgrade them to concerned plan.
2024-02-06 18:43:23 -08:00
Lauryn Menard 6818a09123 remote-support: Add server mobile users without a remote realm.
Adds a count for mobile users registered for the remote server
with a RemotePushDeviceToken that does not have an associated
remote realm, which was a recently added field.

If the remote server is pre-8.0 and does not have remote realms,
then only the total mobile user count is displayed, as the count
for uncatagorized mobile users would be equal to the total mobile
user count.
2024-02-06 18:09:45 -08:00
Lauryn Menard 4f04f9f1f0 remote-support: Show datetime of last mobile push forwarded count.
This is useful for support admin to know if push notifications for
the remote server or realm have recently been logged/counted.
2024-02-06 18:09:45 -08:00
Lauryn Menard 5479053a9f remote-support: Add server data for last audit log update time.
This is useful in the support view in case the audit log data is
stale and user counts are not updated for billing.

Also, renames formatting function for optional datetimes that is
used in the support and activity views/charts. And instead of
showing these datetime strings in the eastern US timezone, we
now show and label them as UTC.
2024-02-06 18:09:45 -08:00
Lauryn Menard cbb6d962d5 stripe: Add billing address collection to checkout session.
This will require customers to include an address when setting
up, or updating, the credit card information for their account.
The billing address for the card will also be saved as the
billing address for the stripe customer object.

The customer object billing address appears on the invoices
that are generated by stripe.
2024-02-05 10:16:04 -08:00
Aman Agrawal de33aa4b7b stripe: Add page to show list of past customer invoices. 2024-02-04 17:38:24 -08:00
Aman Agrawal 130aecbf9e stripe: Extract method to get org_name. 2024-02-01 09:29:08 -08:00
Lauryn Menard ff8552269d activity: Move links columns to be first in chart.
Moves links in installation and remote server activity charts
to be the first column.
2024-02-01 09:17:26 -08:00
Lauryn Menard afe0161bc2 remote-activity: Add column for rate paid on displayed plan.
Adds a column with the percentage rate that the remote server
or realm is paying on the displayed plan.

We display 0% for community plans that are 100% sponsored.
For legacy plans or plans with a scheduled downgrade, we
display a placeholder, "---". Otherwise, the value is
calculated from the CustomerPlan discount field.
2024-01-31 16:08:15 -08:00
Prakhar Pratyush 82da6abb24 corporate: Restrict free-trial when fixed-price plan is configured.
When fixed-price plan is configured:
* Don't show 'free-trial for 30 days' button on plans page.
* Remove free-trial related texts from /upgrade page.
2024-01-31 12:25:31 -08:00
Prakhar Pratyush c4b6cfe142 support: Fix next plan info missing for customers with no current plan.
Earlier, when a fixed-price plan for a customer with
no current plan was configured via /support, the next plan
info was missing on support page.

It was because we were considering next plan only if the
customer had a current plan.

This commit fixes the incorrect behaviour.
2024-01-31 12:25:31 -08:00
Alya Abbott ce7cf883e3 portico: Add GUT contact case study. 2024-01-30 13:46:47 -08:00
Prakhar Pratyush 26536a20ed support: Always show the option to update end_date on /support page.
If a plan is already on "basic" or "business" plan and wants to
switch to a fixed-price "basic" / "business" plan, then it is
necessary that the current plan should have an end date configured.

Earlier, we could update the end_date only if the current plan
already had an end_date set.

This commit makes it possible to always show the option to
set or update end_date.
2024-01-30 10:09:52 -08:00
Prakhar Pratyush 928de1a74b stripe: Set fixed price plan status within if statement.
While configuring fixed price offer via /support, the
status for fixed price plan & offer are not the same.

Updates the code to not set it initially & then overwrite,
instead set it while creating the plan / offer.
2024-01-30 10:09:16 -08:00
Lauryn Menard 12ec133224 templates: Move billing templates to /templates/corporate/billing. 2024-01-30 10:06:48 -08:00
Lauryn Menard 916892e437 templates: Move support templates to /templates/corporate/support.
Also, makes small updates to `next_plan_forms_support.html`.
Removes unneeded "btn" and "btn-default" classes, and updates
the placeholder text for the input as not marked for translation.
2024-01-30 10:06:48 -08:00
Lauryn Menard efd0d689fc templates: Move activity templates to /templates/corporate/activity.
Also, renames `ad_hoc_query.html` to `activity_table.html`,
`realm_summary_table.html` to `installation_activity_table.html`,
and `activity_details_template.html` to `activity.html`.

Removes the style attribute in the installation activity template
and uses a CSS class, "installation-activity-header", to center the
h3 and p tags instead. This removes an exception from the custom
lint check.
2024-01-30 10:06:48 -08:00
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
Tim Abbott ae52adb4ee lint: Fix errors caused by rebasing past black upgrade. 2024-01-29 11:31:04 -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
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 897cf4a610 corporate: Update Customer model string method for remote realm case. 2024-01-25 12:50:28 -08:00
Prakhar Pratyush 3a6c98f6a9 stripe: Fix invoicing for new plans scheduled to upgrade.
Earlier, the next_invoicing_date and invoicing_status
for new plan weren't set correctly, resulting in the
scheduled switching of legacy plan to a new plan not
working as expected.

This commit fixes the incorrect behaviour.
2024-01-25 10:57:29 -08:00
Prakhar Pratyush 026eb37c28 stripe: Fix legacy plans not being invoiced.
Earlier, in 'migrate_customer_to_legacy_plan`, we set
'next_invoice_date' to None for legacy plans.
This will result in legacy plans not getting invoiced.
We need to invoice legacy plans on their end date to
either downgrade them or switch to a new plan.

We set next_invoice_date for legacy plans to end_date.
2024-01-25 10:57:29 -08:00
Tim Abbott cbb83b214f billing: Remove buggy i18n check. 2024-01-23 10:00:28 -08:00
Mateusz Mandera 4ccddda074 remote_billing: Pass language argument to send_email calls.
This was an oversight in the original implementation.
2024-01-22 18:31:06 -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
Aman Agrawal 5a97a4d8dc stripe: End legacy plan on end_date. 2024-01-19 09:34:36 -08:00
Mateusz Mandera 649b4885e8 remote_billing: Add rate-limiting for confirmation email sending.
These should be rate-limited by both IP using our regular
sends_email_by_ip bucket as well as by server, using a new bucket
dedicated to this.
2024-01-18 12:06:16 -08:00
Alya Abbott 57b5be6c91 billing: Rename button to apply for sponsorship or discount.
It was not clear that the button could be used for discounts.
2024-01-18 08:33:08 -08:00
Alya Abbott 91ee0bf676 emails: Remove organization type from sponsorship request emails.
This makes the subject nicer for replying to these emails.
2024-01-17 16:44:06 -08:00
Aman Agrawal 884c44d3cb stripe: Avoid redirects from `event_status` to `event_status/`. 2024-01-17 12:46:44 -08:00
Mateusz Mandera fc247cba3f remote_billing: Fix /self-hosted-billing/ handling for desktop app.
When you click "Plan management", the desktop app opens
/self-hosted-billing/ in your browser immediately. So that works badly
if you're already logged into another account in the browser, since that
session will be used and it may be for a different user account than in
the desktop app, causing unintended behavior.

The solution is to replace the on click behavior for "Plan management"
in the desktop app case, to instead make a request to a new endpoint
/json/self-hosted-billing, which provides the billing access url in a
json response. The desktop app takes that URL and window.open()s it (in
the browser). And so a remote billing session for the intended user will
be obtained.
2024-01-15 16:50:48 -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 fbe7145231 corporate: Check plan tier for new plan discount calculations.
Now that a customer discount may require a particular plan tier to
be applied, update the billing code to check the plan tier when
getting the customer default_discount field/information for a new
plan.

For billing schedule changes and displaying billing information for
current plans, we explicitly use the discount set on the current,
active plan and do not check the customer object for these actions.
2024-01-15 03:10:04 -08:00
Lauryn Menard 7542a676c7 corporate: Add required_plan_tier field to Customer model.
This will be used to set a required plan tier value to be used with
the default discount that is set on the Customer object or with a
fixed price set on a CustomerPlan object.
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
Prakhar Pratyush 89f9e097db stripe: Add cron-based plan invoicing to remote server billing system. 2024-01-14 15:47:55 -08:00
Prakhar Pratyush 11908c4c2e stripe: Add cron-based plan invoicing to remote realm billing system. 2024-01-14 15:47:55 -08:00
Prakhar Pratyush 6088186223 stripe: Add flat discount while invoicing self-hosted realm/server.
This prep commit adds logic to calculate discount based
on flat_discount and flat_discounted_months. Creates
a stripe invoice item for the discount.

This will be used by remote realm/server billing system
while invoicing via cron job.
2024-01-14 15:47:55 -08:00
Prakhar Pratyush 4c47b9ef2b test_stripe: Rename 'realm_user_count' to 'server_user_count'.
This commit renames the variable 'realm_user_count' to
'server_user_count' in 'test_upgrade_user_to_monthly_basic_plan'.

The variable was incorrectly named earlier as it stores
the user count of the whole server.
2024-01-14 15:47:55 -08:00
Mateusz Mandera 3a12e41c35 remote_billing: Fix handle_customer_migration_from_server_to_realms.
This was a bug from 4715a058b0 where this
was just incorrectly called. get_realms_info_for_push_bouncer() is a
function meant to be called on a self-hosted server - and this
handle_... call happens on the bouncer. Therefore this returns all
zulipchat realms in product.

With the way, handle_... is being called right now, there's no reason
for it to have an argument for passing a list of realms. It should just
fetch the relevant RemoteRealm entries  by itself, given the server arg.
2024-01-12 15:28:41 -08:00
Aman Agrawal 02a4b3ce62 stripe: Add some test for self hosted free trial.
Cannot test invoice until it is implemented.
2024-01-12 08:50:51 -08:00
Aman Agrawal f285de39e9 populate_realms: Allow billing page access without stripe_api_key. 2024-01-12 08:47:43 -08:00
Mateusz Mandera a5538636f0 remote_billing: Remove stale comment about ToS in the server flow.
That comment is stale, now we just do a proper tos_consent check, based
on the last. version the user consented to.
2024-01-12 08:39:48 -08:00