Commit Graph

397 Commits

Author SHA1 Message Date
Lauryn Menard b275e9c4d6 stripe: Add billing portal for customer name and address.
Adds a link on the upgrade and billing pages that opens a stripe
billing portal for the customer to update their name and address
that will appear on invoices and receipts.

On the billing page, updating the credit card information will
no longer update the customer billing address, since they can
now do this directly through the billing portal. To be consistent
with the credit card form on the upgrade page, we still require
inputting a billing address for the card.

Note that, once an invoice is paid/complete, then changes to the
customer's name and address will not be applied to those invoices.
2024-02-13 14:18:38 -08:00
Aman Agrawal 8cba101e05 support: Add button to delete configured fixed next plan.
This will help us modify the configured plan if we need to.
2024-02-13 09:40:53 -08:00
Aman Agrawal 7ca85bed71 stripe: Fix $0 invoices being generated on upgrade.
Instead of charging the customer using the attached payment
method and then creating the invoice, we create an invoice and
force an immediate payment for the invoice via the attached
payment method.
2024-02-12 15:15:56 -08:00
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
Aman Agrawal de33aa4b7b stripe: Add page to show list of past customer invoices. 2024-02-04 17:38:24 -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
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
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
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
Aman Agrawal 5a97a4d8dc stripe: End legacy plan on end_date. 2024-01-19 09:34:36 -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
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 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 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
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
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
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
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 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
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
Prakhar Pratyush 2883bd92c2 test_stripe: Add E2E test for deactivate registration with bouncer. 2023-12-23 14:58:52 -08:00
Aman Agrawal e192aef23d billing: Apply a flat discount for self hosted plans. 2023-12-20 23:09:21 -08:00
Prakhar Pratyush 63bb63ad80 corporate: Remove '#nocoverage' comments.
This commit removes '#nocoverage' comment as we have added
few E2E tests in 'test_stripe.py'.
2023-12-19 10:59:38 -08:00
Prakhar Pratyush f278e21c7a test_stripe: Add legacy remote server schedule upgrade E2E test. 2023-12-19 10:59:38 -08:00
Prakhar Pratyush 2a6c93a2b9 test_stripe: Add remote server non-sponsorship E2E test. 2023-12-18 23:49:03 -08:00
Prakhar Pratyush 1380319708 test_stripe: Improve non-sponsorship remote realm billing test.
This commit improves the test to check the internal states
of the database e.g. check what /billing/ says about the
next renewal date and amount.
2023-12-18 23:49:03 -08:00
Aman Agrawal b2faa5c5bb stripe: Add a CustomerPlan for self hosted sponsored customers. 2023-12-18 12:55:34 -08:00
Aman Agrawal d962814a30 upgrade: Make it possible to upgrade to a provided tier.
Main work is maintaining context during various redirects and
and passing the context to the final upgrade process.
2023-12-18 12:23:46 -08:00
Anders Kaseorg cd96193768 models: Extract zerver.models.realms.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-12-16 22:08:44 -08:00
Anders Kaseorg 45bb8d2580 models: Extract zerver.models.users.
Signed-off-by: Anders Kaseorg <anders@zulip.com>
2023-12-16 22:08:44 -08:00
Aman Agrawal 0fe725fdbd test_stripe: Add tests to check sponsorship approval. 2023-12-15 09:08:48 -08:00
Prakhar Pratyush 1588f49b4f test_stripe: Add end-to-end test for RemoteRealm billing flow. 2023-12-15 09:08:48 -08:00
Prakhar Pratyush 33e04362e1 test_stripe: Add 'billing_session" to StripeTest.
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.
2023-12-15 09:08:48 -08:00
Lauryn Menard 8bce83709f corporate: Add billing support email constant.
Adds BILLING_SUPPORT_EMAIL to `stripe.py` with a value of
"sales@zulip.com" so that it can be consistently used in
billing code.
2023-12-14 08:12:01 -08:00
Mateusz Mandera 651590c49a remote_billing: Store acting users in remote user audit logs. 2023-12-14 08:11:04 -08:00
Tim Abbott 6308e07e53 billing: Standardize remote server plan type IDs.
This will likely save us at least one headache.
2023-12-13 16:40:44 -08:00
Aman Agrawal 63f4fc51de server_deactivate: Show error message for server on active plan. 2023-12-12 21:00:42 -08:00
Aman Agrawal 8e617f5df8 stripe: Fix customer charged for upgrade during free trial.
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.
2023-12-11 13:23:49 -08:00
Aman Agrawal ccd60bc7e2 settings: Use original FREE_TRIAL_DAYS for cloud free trials.
* Renamed FREE_TRIAL_DAYS to CLOUD_FREE_TRIAL_DAYS.
* Used `cloud_free_trial_days` to get free trial days secret.
2023-12-10 15:18:01 -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
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
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
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