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.
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.
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.
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.
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.
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.
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.
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.
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`.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
- 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)
```
Creates some reusable helper functions and adds remote realms to
the search results that are checked, which gives coverage for the
remote realm user counts in the support view.
Also fixes formatting for per license price and moves the billing
schedule to be above this line so that it's clearer the per license
price is based on the billing schedule.
This moves the function which computes can_push and
expected_end_timestamp outside RemoteRealmBillingSession
because we might use this function for RemoteZulipServer
as well and also renames it.
This prep commit adds a 'billing_session' field to StripeTest class.
Creates 'client_billing_get', 'client_billing_post', and
'client_billing_patch' helper functions.
This will help in reusing code for RemoteRealm and
RemoteZulipServer end-to-end tests.
The call to 'get_billable_licenses_for_customer' during the
'sync_license_ledger_if_needed' step should use the audit_log's
event_time while calculating 'current_count_for_billed_licenses'.
Earlier, it used timezone_now(), resulting in the latest user count
recorded corresponding to each audit log.
Lauryn Menard
Aman Agrawal
Prakhar Pratyush
Alya Abbott
Tim Abbott
Anders Kaseorg
Mateusz Mandera
Sahil Batra
Karl Stolley
Alex Vandiver
Karl Stolley