import logging import math import os import secrets from datetime import datetime, timedelta from decimal import Decimal from functools import wraps from typing import Any, Callable, Dict, Generator, Optional, Tuple, TypeVar, Union, cast import orjson import stripe from django.conf import settings from django.core.signing import Signer from django.db import transaction from django.urls import reverse from django.utils.timezone import now as timezone_now from django.utils.translation import gettext as _ from django.utils.translation import gettext_lazy from django.utils.translation import override as override_language from corporate.models import ( Customer, CustomerPlan, LicenseLedger, get_current_plan_by_customer, get_current_plan_by_realm, get_customer_by_realm, ) from zerver.lib.exceptions import JsonableError from zerver.lib.logging_util import log_to_file from zerver.lib.send_email import FromAddress, send_email_to_billing_admins_and_realm_owners from zerver.lib.timestamp import datetime_to_timestamp, timestamp_to_datetime from zerver.lib.utils import assert_is_not_none from zerver.models import Realm, RealmAuditLog, UserProfile, get_system_bot from zproject.config import get_secret stripe.api_key = get_secret("stripe_secret_key") BILLING_LOG_PATH = os.path.join( "/var/log/zulip" if not settings.DEVELOPMENT else settings.DEVELOPMENT_LOG_DIRECTORY, "billing.log", ) billing_logger = logging.getLogger("corporate.stripe") log_to_file(billing_logger, BILLING_LOG_PATH) log_to_file(logging.getLogger("stripe"), BILLING_LOG_PATH) CallableT = TypeVar("CallableT", bound=Callable[..., object]) MIN_INVOICED_LICENSES = 30 MAX_INVOICED_LICENSES = 1000 DEFAULT_INVOICE_DAYS_UNTIL_DUE = 30 # The version of Stripe API the billing system supports. STRIPE_API_VERSION = "2020-08-27" def get_latest_seat_count(realm: Realm) -> int: non_guests = ( UserProfile.objects.filter(realm=realm, is_active=True, is_bot=False) .exclude(role=UserProfile.ROLE_GUEST) .count() ) guests = UserProfile.objects.filter( realm=realm, is_active=True, is_bot=False, role=UserProfile.ROLE_GUEST ).count() return max(non_guests, math.ceil(guests / 5)) def sign_string(string: str) -> Tuple[str, str]: salt = secrets.token_hex(32) signer = Signer(salt=salt) return signer.sign(string), salt def unsign_string(signed_string: str, salt: str) -> str: signer = Signer(salt=salt) return signer.unsign(signed_string) def validate_licenses(charge_automatically: bool, licenses: Optional[int], seat_count: int) -> None: min_licenses = seat_count max_licenses = None if not charge_automatically: min_licenses = max(seat_count, MIN_INVOICED_LICENSES) max_licenses = MAX_INVOICED_LICENSES if licenses is None or licenses < min_licenses: raise BillingError( "not enough licenses", _("You must invoice for at least {} users.").format(min_licenses) ) if max_licenses is not None and licenses > max_licenses: message = _( "Invoices with more than {} licenses can't be processed from this page. To complete " "the upgrade, please contact {}." ).format(max_licenses, settings.ZULIP_ADMINISTRATOR) raise BillingError("too many licenses", message) # Be extremely careful changing this function. Historical billing periods # are not stored anywhere, and are just computed on the fly using this # function. Any change you make here should return the same value (or be # within a few seconds) for basically any value from when the billing system # went online to within a year from now. def add_months(dt: datetime, months: int) -> datetime: assert months >= 0 # It's fine that the max day in Feb is 28 for leap years. MAX_DAY_FOR_MONTH = { 1: 31, 2: 28, 3: 31, 4: 30, 5: 31, 6: 30, 7: 31, 8: 31, 9: 30, 10: 31, 11: 30, 12: 31, } year = dt.year month = dt.month + months while month > 12: year += 1 month -= 12 day = min(dt.day, MAX_DAY_FOR_MONTH[month]) # datetimes don't support leap seconds, so don't need to worry about those return dt.replace(year=year, month=month, day=day) def next_month(billing_cycle_anchor: datetime, dt: datetime) -> datetime: estimated_months = round((dt - billing_cycle_anchor).days * 12.0 / 365) for months in range(max(estimated_months - 1, 0), estimated_months + 2): proposed_next_month = add_months(billing_cycle_anchor, months) if 20 < (proposed_next_month - dt).days < 40: return proposed_next_month raise AssertionError( "Something wrong in next_month calculation with " f"billing_cycle_anchor: {billing_cycle_anchor}, dt: {dt}" ) def start_of_next_billing_cycle(plan: CustomerPlan, event_time: datetime) -> datetime: months_per_period = { CustomerPlan.ANNUAL: 12, CustomerPlan.MONTHLY: 1, }[plan.billing_schedule] periods = 1 dt = plan.billing_cycle_anchor while dt <= event_time: dt = add_months(plan.billing_cycle_anchor, months_per_period * periods) periods += 1 return dt def next_invoice_date(plan: CustomerPlan) -> Optional[datetime]: if plan.status == CustomerPlan.ENDED: return None assert plan.next_invoice_date is not None # for mypy months_per_period = { CustomerPlan.ANNUAL: 12, CustomerPlan.MONTHLY: 1, }[plan.billing_schedule] if plan.automanage_licenses: months_per_period = 1 periods = 1 dt = plan.billing_cycle_anchor while dt <= plan.next_invoice_date: dt = add_months(plan.billing_cycle_anchor, months_per_period * periods) periods += 1 return dt def renewal_amount(plan: CustomerPlan, event_time: datetime) -> int: # nocoverage: TODO if plan.fixed_price is not None: return plan.fixed_price new_plan, last_ledger_entry = make_end_of_cycle_updates_if_needed(plan, event_time) if last_ledger_entry is None: return 0 if last_ledger_entry.licenses_at_next_renewal is None: return 0 if new_plan is not None: plan = new_plan assert plan.price_per_license is not None # for mypy return plan.price_per_license * last_ledger_entry.licenses_at_next_renewal def get_idempotency_key(ledger_entry: LicenseLedger) -> Optional[str]: if settings.TEST_SUITE: return None return f"ledger_entry:{ledger_entry.id}" # nocoverage def cents_to_dollar_string(cents: int) -> str: return f"{cents / 100.:,.2f}" class BillingError(JsonableError): data_fields = ["error_description"] # error messages CONTACT_SUPPORT = gettext_lazy("Something went wrong. Please contact {email}.") TRY_RELOADING = gettext_lazy("Something went wrong. Please reload the page.") # description is used only for tests def __init__(self, description: str, message: Optional[str] = None) -> None: self.error_description = description if message is None: message = BillingError.CONTACT_SUPPORT.format(email=settings.ZULIP_ADMINISTRATOR) super().__init__(message) class LicenseLimitError(Exception): pass class StripeCardError(BillingError): pass class StripeConnectionError(BillingError): pass class UpgradeWithExistingPlanError(BillingError): def __init__(self) -> None: super().__init__( "subscribing with existing subscription", "The organization is already subscribed to a plan. Please reload the billing page.", ) class InvalidBillingSchedule(Exception): def __init__(self, billing_schedule: int) -> None: self.message = f"Unknown billing_schedule: {billing_schedule}" super().__init__(self.message) class InvalidTier(Exception): def __init__(self, tier: int) -> None: self.message = f"Unknown tier: {tier}" super().__init__(self.message) def catch_stripe_errors(func: CallableT) -> CallableT: @wraps(func) def wrapped(*args: object, **kwargs: object) -> object: try: return func(*args, **kwargs) # See https://stripe.com/docs/api/python#error_handling, though # https://stripe.com/docs/api/ruby#error_handling suggests there are additional fields, and # https://stripe.com/docs/error-codes gives a more detailed set of error codes except stripe.error.StripeError as e: err = e.json_body.get("error", {}) if isinstance(e, stripe.error.CardError): billing_logger.info( "Stripe card error: %s %s %s %s", e.http_status, err.get("type"), err.get("code"), err.get("param"), ) # TODO: Look into i18n for this raise StripeCardError("card error", err.get("message")) billing_logger.error( "Stripe error: %s %s %s %s", e.http_status, err.get("type"), err.get("code"), err.get("param"), ) if isinstance( e, (stripe.error.RateLimitError, stripe.error.APIConnectionError) ): # nocoverage TODO raise StripeConnectionError( "stripe connection error", _("Something went wrong. Please wait a few seconds and try again."), ) raise BillingError("other stripe error") return cast(CallableT, wrapped) @catch_stripe_errors def stripe_get_customer(stripe_customer_id: str) -> stripe.Customer: return stripe.Customer.retrieve( stripe_customer_id, expand=["invoice_settings", "invoice_settings.default_payment_method"] ) @catch_stripe_errors def do_create_stripe_customer(user: UserProfile, payment_method: Optional[str] = None) -> Customer: realm = user.realm # We could do a better job of handling race conditions here, but if two # people from a realm try to upgrade at exactly the same time, the main # bad thing that will happen is that we will create an extra stripe # customer that we can delete or ignore. stripe_customer = stripe.Customer.create( description=f"{realm.string_id} ({realm.name})", email=user.delivery_email, metadata={"realm_id": realm.id, "realm_str": realm.string_id}, payment_method=payment_method, ) stripe.Customer.modify( stripe_customer.id, invoice_settings={"default_payment_method": payment_method} ) event_time = timestamp_to_datetime(stripe_customer.created) with transaction.atomic(): RealmAuditLog.objects.create( realm=user.realm, acting_user=user, event_type=RealmAuditLog.STRIPE_CUSTOMER_CREATED, event_time=event_time, ) if payment_method is not None: RealmAuditLog.objects.create( realm=user.realm, acting_user=user, event_type=RealmAuditLog.STRIPE_CARD_CHANGED, event_time=event_time, ) customer, created = Customer.objects.update_or_create( realm=realm, defaults={"stripe_customer_id": stripe_customer.id} ) from zerver.lib.actions import do_make_user_billing_admin do_make_user_billing_admin(user) return customer @catch_stripe_errors def do_replace_payment_method( user: UserProfile, payment_method: str, pay_invoices: bool = False ) -> None: customer = get_customer_by_realm(user.realm) assert customer is not None # for mypy assert customer.stripe_customer_id is not None # for mypy stripe.Customer.modify( customer.stripe_customer_id, invoice_settings={"default_payment_method": payment_method} ) RealmAuditLog.objects.create( realm=user.realm, acting_user=user, event_type=RealmAuditLog.STRIPE_CARD_CHANGED, event_time=timezone_now(), ) if pay_invoices: for stripe_invoice in stripe.Invoice.list( collection_method="charge_automatically", customer=customer.stripe_customer_id, status="open", ): # The user will get either a receipt or a "failed payment" email, but the in-app # messaging could be clearer here (e.g. it could explicitly tell the user that there # were payment(s) and that they succeeded or failed). # Worth fixing if we notice that a lot of cards end up failing at this step. stripe.Invoice.pay(stripe_invoice) def stripe_customer_has_credit_card_as_default_payment_method( stripe_customer: stripe.Customer, ) -> bool: if not stripe_customer.invoice_settings.default_payment_method: return False return stripe_customer.invoice_settings.default_payment_method.type == "card" def customer_has_credit_card_as_default_payment_method(customer: Customer) -> bool: if not customer.stripe_customer_id: return False stripe_customer = stripe_get_customer(customer.stripe_customer_id) return stripe_customer_has_credit_card_as_default_payment_method(stripe_customer) # event_time should roughly be timezone_now(). Not designed to handle # event_times in the past or future @transaction.atomic def make_end_of_cycle_updates_if_needed( plan: CustomerPlan, event_time: datetime ) -> Tuple[Optional[CustomerPlan], Optional[LicenseLedger]]: last_ledger_entry = LicenseLedger.objects.filter(plan=plan).order_by("-id").first() last_ledger_renewal = ( LicenseLedger.objects.filter(plan=plan, is_renewal=True).order_by("-id").first() ) assert last_ledger_renewal is not None last_renewal = last_ledger_renewal.event_time if plan.is_free_trial() or plan.status == CustomerPlan.SWITCH_NOW_FROM_STANDARD_TO_PLUS: assert plan.next_invoice_date is not None next_billing_cycle = plan.next_invoice_date else: next_billing_cycle = start_of_next_billing_cycle(plan, last_renewal) if next_billing_cycle <= event_time and last_ledger_entry is not None: licenses_at_next_renewal = last_ledger_entry.licenses_at_next_renewal assert licenses_at_next_renewal is not None if plan.status == CustomerPlan.ACTIVE: return None, LicenseLedger.objects.create( plan=plan, is_renewal=True, event_time=next_billing_cycle, licenses=licenses_at_next_renewal, licenses_at_next_renewal=licenses_at_next_renewal, ) if plan.is_free_trial(): plan.invoiced_through = last_ledger_entry plan.billing_cycle_anchor = next_billing_cycle.replace(microsecond=0) plan.status = CustomerPlan.ACTIVE plan.save(update_fields=["invoiced_through", "billing_cycle_anchor", "status"]) return None, LicenseLedger.objects.create( plan=plan, is_renewal=True, event_time=next_billing_cycle, licenses=licenses_at_next_renewal, licenses_at_next_renewal=licenses_at_next_renewal, ) if plan.status == CustomerPlan.SWITCH_TO_ANNUAL_AT_END_OF_CYCLE: if plan.fixed_price is not None: # nocoverage raise NotImplementedError("Can't switch fixed priced monthly plan to annual.") plan.status = CustomerPlan.ENDED plan.save(update_fields=["status"]) discount = plan.customer.default_discount or plan.discount _, _, _, price_per_license = compute_plan_parameters( tier=plan.tier, automanage_licenses=plan.automanage_licenses, billing_schedule=CustomerPlan.ANNUAL, discount=plan.discount, ) new_plan = CustomerPlan.objects.create( customer=plan.customer, billing_schedule=CustomerPlan.ANNUAL, automanage_licenses=plan.automanage_licenses, charge_automatically=plan.charge_automatically, price_per_license=price_per_license, discount=discount, billing_cycle_anchor=next_billing_cycle, tier=plan.tier, status=CustomerPlan.ACTIVE, next_invoice_date=next_billing_cycle, invoiced_through=None, invoicing_status=CustomerPlan.INITIAL_INVOICE_TO_BE_SENT, ) new_plan_ledger_entry = LicenseLedger.objects.create( plan=new_plan, is_renewal=True, event_time=next_billing_cycle, licenses=licenses_at_next_renewal, licenses_at_next_renewal=licenses_at_next_renewal, ) RealmAuditLog.objects.create( realm=new_plan.customer.realm, event_time=event_time, event_type=RealmAuditLog.CUSTOMER_SWITCHED_FROM_MONTHLY_TO_ANNUAL_PLAN, extra_data=orjson.dumps( { "monthly_plan_id": plan.id, "annual_plan_id": new_plan.id, } ).decode(), ) return new_plan, new_plan_ledger_entry if plan.status == CustomerPlan.SWITCH_NOW_FROM_STANDARD_TO_PLUS: standard_plan = plan standard_plan.end_date = next_billing_cycle standard_plan.status = CustomerPlan.ENDED standard_plan.save(update_fields=["status", "end_date"]) (_, _, _, plus_plan_price_per_license) = compute_plan_parameters( CustomerPlan.PLUS, standard_plan.automanage_licenses, standard_plan.billing_schedule, standard_plan.customer.default_discount, ) plus_plan_billing_cycle_anchor = standard_plan.end_date.replace(microsecond=0) plus_plan = CustomerPlan.objects.create( customer=standard_plan.customer, status=CustomerPlan.ACTIVE, automanage_licenses=standard_plan.automanage_licenses, charge_automatically=standard_plan.charge_automatically, price_per_license=plus_plan_price_per_license, discount=standard_plan.customer.default_discount, billing_schedule=standard_plan.billing_schedule, tier=CustomerPlan.PLUS, billing_cycle_anchor=plus_plan_billing_cycle_anchor, invoicing_status=CustomerPlan.INITIAL_INVOICE_TO_BE_SENT, next_invoice_date=plus_plan_billing_cycle_anchor, ) standard_plan_last_ledger = ( LicenseLedger.objects.filter(plan=standard_plan).order_by("id").last() ) licenses_for_plus_plan = standard_plan_last_ledger.licenses_at_next_renewal plus_plan_ledger_entry = LicenseLedger.objects.create( plan=plus_plan, is_renewal=True, event_time=plus_plan_billing_cycle_anchor, licenses=licenses_for_plus_plan, licenses_at_next_renewal=licenses_for_plus_plan, ) return plus_plan, plus_plan_ledger_entry if plan.status == CustomerPlan.DOWNGRADE_AT_END_OF_CYCLE: process_downgrade(plan) return None, None return None, last_ledger_entry # Returns Customer instead of stripe_customer so that we don't make a Stripe # API call if there's nothing to update @catch_stripe_errors def update_or_create_stripe_customer( user: UserProfile, payment_method: Optional[str] = None ) -> Customer: realm = user.realm customer = get_customer_by_realm(realm) if customer is None or customer.stripe_customer_id is None: return do_create_stripe_customer(user, payment_method=payment_method) if payment_method is not None: do_replace_payment_method(user, payment_method, True) return customer def calculate_discounted_price_per_license( original_price_per_license: int, discount: Decimal ) -> int: # There are no fractional cents in Stripe, so round down to nearest integer. return int(float(original_price_per_license * (1 - discount / 100)) + 0.00001) def get_price_per_license( tier: int, billing_schedule: int, discount: Optional[Decimal] = None ) -> int: price_per_license: Optional[int] = None if tier == CustomerPlan.STANDARD: if billing_schedule == CustomerPlan.ANNUAL: price_per_license = 8000 elif billing_schedule == CustomerPlan.MONTHLY: price_per_license = 800 else: # nocoverage raise InvalidBillingSchedule(billing_schedule) elif tier == CustomerPlan.PLUS: if billing_schedule == CustomerPlan.ANNUAL: price_per_license = 16000 elif billing_schedule == CustomerPlan.MONTHLY: price_per_license = 1600 else: # nocoverage raise InvalidBillingSchedule(billing_schedule) else: raise InvalidTier(tier) if discount is not None: price_per_license = calculate_discounted_price_per_license(price_per_license, discount) return price_per_license def compute_plan_parameters( tier: int, automanage_licenses: bool, billing_schedule: int, discount: Optional[Decimal], free_trial: bool = False, ) -> Tuple[datetime, datetime, datetime, int]: # Everything in Stripe is stored as timestamps with 1 second resolution, # so standardize on 1 second resolution. # TODO talk about leapseconds? billing_cycle_anchor = timezone_now().replace(microsecond=0) if billing_schedule == CustomerPlan.ANNUAL: period_end = add_months(billing_cycle_anchor, 12) elif billing_schedule == CustomerPlan.MONTHLY: period_end = add_months(billing_cycle_anchor, 1) else: # nocoverage raise InvalidBillingSchedule(billing_schedule) price_per_license = get_price_per_license(tier, billing_schedule, discount) next_invoice_date = period_end if automanage_licenses: next_invoice_date = add_months(billing_cycle_anchor, 1) if free_trial: period_end = billing_cycle_anchor + timedelta( days=assert_is_not_none(settings.FREE_TRIAL_DAYS) ) next_invoice_date = period_end return billing_cycle_anchor, next_invoice_date, period_end, price_per_license def decimal_to_float(obj: object) -> object: if isinstance(obj, Decimal): return float(obj) raise TypeError # nocoverage def is_free_trial_offer_enabled() -> bool: return settings.FREE_TRIAL_DAYS not in (None, 0) def ensure_realm_does_not_have_active_plan(realm: Customer) -> None: if get_current_plan_by_realm(realm) is not None: # Unlikely race condition from two people upgrading (clicking "Make payment") # at exactly the same time. Doesn't fully resolve the race condition, but having # a check here reduces the likelihood. billing_logger.warning( "Upgrade of %s failed because of existing active plan.", realm.string_id, ) raise UpgradeWithExistingPlanError() # Only used for cloud signups @catch_stripe_errors def process_initial_upgrade( user: UserProfile, licenses: int, automanage_licenses: bool, billing_schedule: int, charge_automatically: bool, free_trial: bool, ) -> None: realm = user.realm customer = update_or_create_stripe_customer(user) assert customer.stripe_customer_id is not None # for mypy ensure_realm_does_not_have_active_plan(customer.realm) ( billing_cycle_anchor, next_invoice_date, period_end, price_per_license, ) = compute_plan_parameters( CustomerPlan.STANDARD, automanage_licenses, billing_schedule, customer.default_discount, free_trial, ) # TODO: The correctness of this relies on user creation, deactivation, etc being # in a transaction.atomic() with the relevant RealmAuditLog entries with transaction.atomic(): # billed_licenses can greater than licenses if users are added between the start of # this function (process_initial_upgrade) and now billed_licenses = max(get_latest_seat_count(realm), licenses) plan_params = { "automanage_licenses": automanage_licenses, "charge_automatically": charge_automatically, "price_per_license": price_per_license, "discount": customer.default_discount, "billing_cycle_anchor": billing_cycle_anchor, "billing_schedule": billing_schedule, "tier": CustomerPlan.STANDARD, } if free_trial: plan_params["status"] = CustomerPlan.FREE_TRIAL plan = CustomerPlan.objects.create( customer=customer, next_invoice_date=next_invoice_date, **plan_params ) ledger_entry = LicenseLedger.objects.create( plan=plan, is_renewal=True, event_time=billing_cycle_anchor, licenses=billed_licenses, licenses_at_next_renewal=billed_licenses, ) plan.invoiced_through = ledger_entry plan.save(update_fields=["invoiced_through"]) RealmAuditLog.objects.create( realm=realm, acting_user=user, event_time=billing_cycle_anchor, event_type=RealmAuditLog.CUSTOMER_PLAN_CREATED, extra_data=orjson.dumps(plan_params, default=decimal_to_float).decode(), ) if not free_trial: stripe.InvoiceItem.create( currency="usd", customer=customer.stripe_customer_id, description="Zulip Standard", discountable=False, period={ "start": datetime_to_timestamp(billing_cycle_anchor), "end": datetime_to_timestamp(period_end), }, quantity=billed_licenses, unit_amount=price_per_license, ) if charge_automatically: collection_method = "charge_automatically" days_until_due = None else: collection_method = "send_invoice" days_until_due = DEFAULT_INVOICE_DAYS_UNTIL_DUE stripe_invoice = stripe.Invoice.create( auto_advance=True, collection_method=collection_method, customer=customer.stripe_customer_id, days_until_due=days_until_due, statement_descriptor="Zulip Standard", ) stripe.Invoice.finalize_invoice(stripe_invoice) from zerver.lib.actions import do_change_plan_type do_change_plan_type(realm, Realm.PLAN_TYPE_STANDARD, acting_user=user) def update_license_ledger_for_manual_plan( plan: CustomerPlan, event_time: datetime, licenses: Optional[int] = None, licenses_at_next_renewal: Optional[int] = None, ) -> None: if licenses is not None: assert get_latest_seat_count(plan.customer.realm) <= licenses assert licenses > plan.licenses() LicenseLedger.objects.create( plan=plan, event_time=event_time, licenses=licenses, licenses_at_next_renewal=licenses ) elif licenses_at_next_renewal is not None: assert get_latest_seat_count(plan.customer.realm) <= licenses_at_next_renewal LicenseLedger.objects.create( plan=plan, event_time=event_time, licenses=plan.licenses(), licenses_at_next_renewal=licenses_at_next_renewal, ) else: raise AssertionError("Pass licenses or licenses_at_next_renewal") def update_license_ledger_for_automanaged_plan( realm: Realm, plan: CustomerPlan, event_time: datetime ) -> None: new_plan, last_ledger_entry = make_end_of_cycle_updates_if_needed(plan, event_time) if last_ledger_entry is None: return if new_plan is not None: plan = new_plan licenses_at_next_renewal = get_latest_seat_count(realm) licenses = max(licenses_at_next_renewal, last_ledger_entry.licenses) LicenseLedger.objects.create( plan=plan, event_time=event_time, licenses=licenses, licenses_at_next_renewal=licenses_at_next_renewal, ) def update_license_ledger_if_needed(realm: Realm, event_time: datetime) -> None: plan = get_current_plan_by_realm(realm) if plan is None: return if not plan.automanage_licenses: return update_license_ledger_for_automanaged_plan(realm, plan, event_time) def get_plan_renewal_or_end_date(plan: CustomerPlan, event_time: datetime) -> datetime: billing_period_end = start_of_next_billing_cycle(plan, event_time) if plan.end_date is not None and plan.end_date < billing_period_end: return plan.end_date return billing_period_end def invoice_plan(plan: CustomerPlan, event_time: datetime) -> None: if plan.invoicing_status == CustomerPlan.STARTED: raise NotImplementedError("Plan with invoicing_status==STARTED needs manual resolution.") if not plan.customer.stripe_customer_id: raise BillingError( f"Realm {plan.customer.realm.string_id} has a paid plan without a Stripe customer." ) make_end_of_cycle_updates_if_needed(plan, event_time) if plan.invoicing_status == CustomerPlan.INITIAL_INVOICE_TO_BE_SENT: invoiced_through_id = -1 licenses_base = None else: assert plan.invoiced_through is not None licenses_base = plan.invoiced_through.licenses invoiced_through_id = plan.invoiced_through.id invoice_item_created = False for ledger_entry in LicenseLedger.objects.filter( plan=plan, id__gt=invoiced_through_id, event_time__lte=event_time ).order_by("id"): price_args: Dict[str, int] = {} if ledger_entry.is_renewal: if plan.fixed_price is not None: price_args = {"amount": plan.fixed_price} else: assert plan.price_per_license is not None # needed for mypy price_args = { "unit_amount": plan.price_per_license, "quantity": ledger_entry.licenses, } description = f"{plan.name} - renewal" elif licenses_base is not None and ledger_entry.licenses != licenses_base: assert plan.price_per_license last_ledger_entry_renewal = ( LicenseLedger.objects.filter( plan=plan, is_renewal=True, event_time__lte=ledger_entry.event_time ) .order_by("-id") .first() ) assert last_ledger_entry_renewal is not None last_renewal = last_ledger_entry_renewal.event_time billing_period_end = start_of_next_billing_cycle(plan, ledger_entry.event_time) plan_renewal_or_end_date = get_plan_renewal_or_end_date(plan, ledger_entry.event_time) proration_fraction = (plan_renewal_or_end_date - ledger_entry.event_time) / ( billing_period_end - last_renewal ) price_args = { "unit_amount": int(plan.price_per_license * proration_fraction + 0.5), "quantity": ledger_entry.licenses - licenses_base, } description = "Additional license ({} - {})".format( ledger_entry.event_time.strftime("%b %-d, %Y"), plan_renewal_or_end_date.strftime("%b %-d, %Y"), ) if price_args: plan.invoiced_through = ledger_entry plan.invoicing_status = CustomerPlan.STARTED plan.save(update_fields=["invoicing_status", "invoiced_through"]) stripe.InvoiceItem.create( currency="usd", customer=plan.customer.stripe_customer_id, description=description, discountable=False, period={ "start": datetime_to_timestamp(ledger_entry.event_time), "end": datetime_to_timestamp( get_plan_renewal_or_end_date(plan, ledger_entry.event_time) ), }, idempotency_key=get_idempotency_key(ledger_entry), **price_args, ) invoice_item_created = True plan.invoiced_through = ledger_entry plan.invoicing_status = CustomerPlan.DONE plan.save(update_fields=["invoicing_status", "invoiced_through"]) licenses_base = ledger_entry.licenses if invoice_item_created: if plan.charge_automatically: collection_method = "charge_automatically" days_until_due = None else: collection_method = "send_invoice" days_until_due = DEFAULT_INVOICE_DAYS_UNTIL_DUE stripe_invoice = stripe.Invoice.create( auto_advance=True, collection_method=collection_method, customer=plan.customer.stripe_customer_id, days_until_due=days_until_due, statement_descriptor=plan.name, ) stripe.Invoice.finalize_invoice(stripe_invoice) plan.next_invoice_date = next_invoice_date(plan) plan.save(update_fields=["next_invoice_date"]) def invoice_plans_as_needed(event_time: datetime = timezone_now()) -> None: for plan in CustomerPlan.objects.filter(next_invoice_date__lte=event_time): invoice_plan(plan, event_time) def is_realm_on_free_trial(realm: Realm) -> bool: plan = get_current_plan_by_realm(realm) return plan is not None and plan.is_free_trial() def attach_discount_to_realm( realm: Realm, discount: Decimal, *, acting_user: Optional[UserProfile] ) -> None: customer = get_customer_by_realm(realm) old_discount: Optional[Decimal] = None if customer is not None: old_discount = customer.default_discount customer.default_discount = discount customer.save(update_fields=["default_discount"]) else: Customer.objects.create(realm=realm, default_discount=discount) plan = get_current_plan_by_realm(realm) if plan is not None: plan.price_per_license = get_price_per_license(plan.tier, plan.billing_schedule, discount) plan.discount = discount plan.save(update_fields=["price_per_license", "discount"]) RealmAuditLog.objects.create( realm=realm, acting_user=acting_user, event_type=RealmAuditLog.REALM_DISCOUNT_CHANGED, event_time=timezone_now(), extra_data={"old_discount": old_discount, "new_discount": discount}, ) def update_sponsorship_status( realm: Realm, sponsorship_pending: bool, *, acting_user: Optional[UserProfile] ) -> None: customer, _ = Customer.objects.get_or_create(realm=realm) customer.sponsorship_pending = sponsorship_pending customer.save(update_fields=["sponsorship_pending"]) RealmAuditLog.objects.create( realm=realm, acting_user=acting_user, event_type=RealmAuditLog.REALM_SPONSORSHIP_PENDING_STATUS_CHANGED, event_time=timezone_now(), extra_data={ "sponsorship_pending": sponsorship_pending, }, ) def approve_sponsorship(realm: Realm, *, acting_user: Optional[UserProfile]) -> None: from zerver.lib.actions import do_change_plan_type, internal_send_private_message do_change_plan_type(realm, Realm.PLAN_TYPE_STANDARD_FREE, acting_user=acting_user) customer = get_customer_by_realm(realm) if customer is not None and customer.sponsorship_pending: customer.sponsorship_pending = False customer.save(update_fields=["sponsorship_pending"]) RealmAuditLog.objects.create( realm=realm, acting_user=acting_user, event_type=RealmAuditLog.REALM_SPONSORSHIP_APPROVED, event_time=timezone_now(), ) notification_bot = get_system_bot(settings.NOTIFICATION_BOT, realm.id) for user in realm.get_human_billing_admin_and_realm_owner_users(): with override_language(user.default_language): # Using variable to make life easier for translators if these details change. plan_name = "Zulip Cloud Standard" emoji = ":tada:" message = _( f"Your organization's request for sponsored hosting has been approved! {emoji}.\n" f"You have been upgraded to {plan_name}, free of charge." ) internal_send_private_message(notification_bot, user, message) def is_sponsored_realm(realm: Realm) -> bool: return realm.plan_type == Realm.PLAN_TYPE_STANDARD_FREE def get_discount_for_realm(realm: Realm) -> Optional[Decimal]: customer = get_customer_by_realm(realm) if customer is not None: return customer.default_discount return None def do_change_plan_status(plan: CustomerPlan, status: int) -> None: plan.status = status plan.save(update_fields=["status"]) billing_logger.info( "Change plan status: Customer.id: %s, CustomerPlan.id: %s, status: %s", plan.customer.id, plan.id, status, ) def process_downgrade(plan: CustomerPlan) -> None: from zerver.lib.actions import do_change_plan_type do_change_plan_type(plan.customer.realm, Realm.PLAN_TYPE_LIMITED, acting_user=None) plan.status = CustomerPlan.ENDED plan.save(update_fields=["status"]) def estimate_annual_recurring_revenue_by_realm() -> Dict[str, int]: # nocoverage annual_revenue = {} for plan in CustomerPlan.objects.filter(status=CustomerPlan.ACTIVE).select_related( "customer__realm" ): # TODO: figure out what to do for plans that don't automatically # renew, but which probably will renew renewal_cents = renewal_amount(plan, timezone_now()) if plan.billing_schedule == CustomerPlan.MONTHLY: renewal_cents *= 12 # TODO: Decimal stuff annual_revenue[plan.customer.realm.string_id] = int(renewal_cents / 100) return annual_revenue def get_realms_to_default_discount_dict() -> Dict[str, Decimal]: realms_to_default_discount: Dict[str, Any] = {} customers = Customer.objects.exclude(default_discount=None).exclude(default_discount=0) for customer in customers: realms_to_default_discount[customer.realm.string_id] = assert_is_not_none( customer.default_discount ) return realms_to_default_discount # During realm deactivation we instantly downgrade the plan to Limited. # Extra users added in the final month are not charged. Also used # for the cancellation of Free Trial. def downgrade_now_without_creating_additional_invoices(realm: Realm) -> None: plan = get_current_plan_by_realm(realm) if plan is None: return process_downgrade(plan) plan.invoiced_through = LicenseLedger.objects.filter(plan=plan).order_by("id").last() plan.next_invoice_date = next_invoice_date(plan) plan.save(update_fields=["invoiced_through", "next_invoice_date"]) def downgrade_at_the_end_of_billing_cycle(realm: Realm) -> None: plan = get_current_plan_by_realm(realm) assert plan is not None do_change_plan_status(plan, CustomerPlan.DOWNGRADE_AT_END_OF_CYCLE) def get_all_invoices_for_customer(customer: Customer) -> Generator[stripe.Invoice, None, None]: if customer.stripe_customer_id is None: return invoices = stripe.Invoice.list(customer=customer.stripe_customer_id, limit=100) while len(invoices): for invoice in invoices: yield invoice last_invoice = invoice invoices = stripe.Invoice.list( customer=customer.stripe_customer_id, starting_after=last_invoice, limit=100 ) def void_all_open_invoices(realm: Realm) -> int: customer = get_customer_by_realm(realm) if customer is None: return 0 invoices = get_all_invoices_for_customer(customer) voided_invoices_count = 0 for invoice in invoices: if invoice.status == "open": stripe.Invoice.void_invoice(invoice.id) voided_invoices_count += 1 return voided_invoices_count def customer_has_last_n_invoices_open(customer: Customer, n: int) -> bool: if customer.stripe_customer_id is None: # nocoverage return False open_invoice_count = 0 for invoice in stripe.Invoice.list(customer=customer.stripe_customer_id, limit=n): if invoice.status == "open": open_invoice_count += 1 return open_invoice_count == n def downgrade_small_realms_behind_on_payments_as_needed() -> None: customers = Customer.objects.all().exclude(stripe_customer_id=None) for customer in customers: realm = customer.realm # For larger realms, we generally want to talk to the customer # before downgrading or cancelling invoices; so this logic only applies with 5. if get_latest_seat_count(realm) >= 5: continue if get_current_plan_by_customer(customer) is not None: # Only customers with last 2 invoices open should be downgraded. if not customer_has_last_n_invoices_open(customer, 2): continue # We've now decided to downgrade this customer and void all invoices, and the below will execute this. downgrade_now_without_creating_additional_invoices(realm) void_all_open_invoices(realm) context: Dict[str, Union[str, Realm]] = { "upgrade_url": f"{realm.uri}{reverse('initial_upgrade')}", "realm": realm, } send_email_to_billing_admins_and_realm_owners( "zerver/emails/realm_auto_downgraded", realm, from_name=FromAddress.security_email_from_name(language=realm.default_language), from_address=FromAddress.tokenized_no_reply_address(), language=realm.default_language, context=context, ) else: if customer_has_last_n_invoices_open(customer, 1): void_all_open_invoices(realm) def switch_realm_from_standard_to_plus_plan(realm: Realm) -> None: standard_plan = get_current_plan_by_realm(realm) if ( not standard_plan or standard_plan.status != CustomerPlan.ACTIVE or standard_plan.tier != CustomerPlan.STANDARD ): raise BillingError("Organization does not have an active Standard plan") if not standard_plan.customer.stripe_customer_id: raise BillingError("Organization missing Stripe customer.") plan_switch_time = timezone_now() standard_plan.status = CustomerPlan.SWITCH_NOW_FROM_STANDARD_TO_PLUS standard_plan.next_invoice_date = plan_switch_time standard_plan.save(update_fields=["status", "next_invoice_date"]) standard_plan_next_renewal_date = start_of_next_billing_cycle(standard_plan, plan_switch_time) standard_plan_last_renewal_ledger = ( LicenseLedger.objects.filter(is_renewal=True, plan=standard_plan).order_by("id").last() ) standard_plan_last_renewal_amount = ( standard_plan_last_renewal_ledger.licenses * standard_plan.price_per_license ) standard_plan_last_renewal_date = standard_plan_last_renewal_ledger.event_time unused_proration_fraction = 1 - (plan_switch_time - standard_plan_last_renewal_date) / ( standard_plan_next_renewal_date - standard_plan_last_renewal_date ) amount_to_credit_back_to_realm = math.ceil( standard_plan_last_renewal_amount * unused_proration_fraction ) stripe.Customer.create_balance_transaction( standard_plan.customer.stripe_customer_id, amount=-1 * amount_to_credit_back_to_realm, currency="usd", description="Credit from early termination of Standard plan", ) invoice_plan(standard_plan, plan_switch_time) plus_plan = get_current_plan_by_realm(realm) assert plus_plan is not None # for mypy invoice_plan(plus_plan, plan_switch_time) def update_billing_method_of_current_plan( realm: Realm, charge_automatically: bool, *, acting_user: Optional[UserProfile] ) -> None: plan = get_current_plan_by_realm(realm) if plan is not None: plan.charge_automatically = charge_automatically plan.save(update_fields=["charge_automatically"]) RealmAuditLog.objects.create( realm=realm, acting_user=acting_user, event_type=RealmAuditLog.REALM_BILLING_METHOD_CHANGED, event_time=timezone_now(), extra_data={ "charge_automatically": charge_automatically, }, )