Commit Graph

837 Commits

Author SHA1 Message Date
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
Mateusz Mandera 63254f18ec remote_billing: Handle two confirmation links for same user correctly.
The bug was that a user could do the first part of the flow twice,
receiving two confirmation links, before finishing signup. Then they
could use the first link, followed by the second, which would case an
IntegrityError due to trying to create the RemoteRealmBillingUser
for the second time.

When the second link gets clicked, we should just transparently redirect
the user further into the flow so that they can proceed.
2024-01-12 08:39:48 -08:00
Prakhar Pratyush 976354dbda stripe: Fix the invoice item description for flat discounts.
Earlier, in process_initial_upgrade, the flat_discount value
wasn't converted into dollars when specified in the invoice
description, resulting in showing the incorrect value of $2000
as a discount.

This commit converts the value in cents to dollars and adds tests
to verify the invoice generated.
2024-01-11 12:35:58 -08:00
Lauryn Menard 787d64e327 support: Update validation for adding or updating a discount.
Updates the HTML input field to have a min of 0, max of 99.99 and
allow increments of 0.01.

Also, use format_discount_percentage for displaying the customer
default discount in the support form.
2024-01-11 09:20:41 -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
Aman Agrawal 37c1b88917 stripe: Only enable free trial for basic plan. 2024-01-08 14:41:22 -08:00
Aman Agrawal 073f432a69 stripe: Set min license count based on flat discount.
For self hosted basic plan, we need to allow customers to subscribe
without purchasing 10 licenses and also we need to allow customer
take fully use the available discount so that if the add more
users in the future, the full discount was already applied.

To fix above, we set minimum user count to the least number
of licenses we require for the charge to be positive after applying
the complete discount.
2024-01-08 14:17:56 -08:00
Lauryn Menard 63dd057298 support: Include mobile users and mobile push data.
Adds the count for mobile users and mobile pushes forwarded to
the remote support view for both servers and realms.
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
Sahil Batra 63363ba50a push_notification: Check users count for plans to be downgraded.
We return expected_end_timestamp as "None" for the plans to be
downgraded if number of users is not more than MAX_USERS_WITHOUT_PLAN
since they will be downgraded to self-managed plan and would
have push notifications enabled.
2024-01-05 13:30:57 -08:00
Prakhar Pratyush 4715a058b0 migrate_customers: Migrate customer from server to realms during login.
Earlier, the 'handle_customer_migration_from_server_to_realms'
function was called during the send analytics step.

It resulted in an error for customers having multiple Zulip servers,
one for testing and the others for not-testing, sharing a
push bouncer registration.

The migration step when run in a test instance caused customers to
have their legacy plan migrated to a test realm, resulting in them
losing their legacy plan.

This commit moves the migration step to run during plan management
login step. This reduces the chances of losing legacy
plan as we expect them to only verify that 8.0 upgrade works and
not bother trying to login to plan management from their test instance.
2024-01-05 12:02:54 -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 deaf734488 corporate: Add minimum_licenses field to Customer model. 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
Tim Abbott 2436df6fa6 zilencer: Don't migrate plans with sponsorship pending. 2024-01-04 18:31:16 -08:00
Tim Abbott 219df72d07 billing: Require no realm plans when approving server sponsorship. 2024-01-04 18:31:16 -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
Prakhar Pratyush a03f9078e5 test_stripe: Add migrate customer from server to realms E2E test. 2024-01-02 11:20:56 -08:00
Mateusz Mandera 367d552052 billing: Improve make_end_of_cycle_... interactions with audit logs.
- Make `self.write_to_audit_log` support a `background_update:
  bool=False` parameter that can be passed when code that might have an
  acting user happens to trigger a background update.
- Make `make_end_of_cycle_updates_if_needed` pass that parameter for its
  direct audit log writes.
- Audit code that `make_end_of_cycle_updates_if_needed` calls and make
  sure those write audit logs this way too.
- Pass the user in the `billing_page` code that had to avoid it as a
  workaround:
```
    # BUG: This should pass the acting_user; this is just working
    # around that make_end_of_cycle_updates_if_needed doesn't do audit
    # logging not using the session user properly.
    billing_session = RealmBillingSession(user=None, realm=user.realm)
```
2024-01-02 10:59:05 -08:00
Lauryn Menard 9f009a2e63 support: Reformat percentages in attach discount success message. 2023-12-30 11:22:30 -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
Anders Kaseorg 089c8f61c5 test_remote_billing: Use unordered comparison for deactivation test.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-12-29 14:12:43 -08:00