(core) Improving billing page user experience

Summary:
Improving billing page user experience.
- Updated labels for canceled plan
- Adding option to downgrade from team plan to free team plan
- Updating default name for teamFree plan when it is not available in Stripe
- Minor bug fixes

Test Plan: updated tests

Reviewers: cyprien

Reviewed By: cyprien

Subscribers: cyprien

Differential Revision: https://phab.getgrist.com/D3515

app/client/models/BillingModel.ts

@@ -48,6 +48,9 @@ export interface BillingModel {
   getCustomerPortalUrl(): string;
   // Renews plan (either by opening customer portal or creating Stripe Checkout session)
   renewPlan(): string;
+  // Downgrades team plan. Currently downgrades only from team to team free plan, and
+  // only when plan is cancelled.
+  downgradePlan(planName: string): Promise<void>;
 }
 
 export interface ISubscriptionModel extends IBillingSubscription {
@@ -124,6 +127,10 @@ export class BillingModelImpl extends Disposable implements BillingModel {
     return this._billingAPI.renewPlan();
   }
 
+  public async downgradePlan(planName: string): Promise<void> {
+    await this._billingAPI.downgradePlan(planName);
+  }
+
   public async cancelCurrentPlan() {
     const data = await this._billingAPI.cancelCurrentPlan();
     return data;

app/client/ui/BillingPage.ts

@@ -10,13 +10,16 @@ import { BillingPlanManagers } from 'app/client/ui/BillingPlanManagers';
 import {createForbiddenPage} from 'app/client/ui/errorPages';
 import {leftPanelBasic} from 'app/client/ui/LeftPanelCommon';
 import {pagePanels} from 'app/client/ui/PagePanels';
+import {NEW_DEAL, showTeamUpgradeConfirmation} from 'app/client/ui/ProductUpgrades';
 import {createTopBarHome} from 'app/client/ui/TopBar';
 import {cssBreadcrumbs, cssBreadcrumbsLink, separator} from 'app/client/ui2018/breadcrumbs';
 import {bigBasicButton, bigBasicButtonLink, bigPrimaryButton} from 'app/client/ui2018/buttons';
-import { loadingSpinner } from 'app/client/ui2018/loaders';
-import { NEW_DEAL, showTeamUpgradeConfirmation } from 'app/client/ui/ProductUpgrades';
+import {colors} from 'app/client/ui2018/cssVars';
 import {IconName} from 'app/client/ui2018/IconList';
+import {loadingSpinner} from 'app/client/ui2018/loaders';
+import {confirmModal} from 'app/client/ui2018/modals';
 import {BillingTask, IBillingCoupon} from 'app/common/BillingAPI';
+import {displayPlanName, TEAM_FREE_PLAN, TEAM_PLAN} from 'app/common/Features';
 import {capitalize} from 'app/common/gutil';
 import {Organization} from 'app/common/UserAPI';
 import {Disposable, dom, DomArg, IAttrObj, makeTestId, Observable} from 'grainjs';
@@ -212,23 +215,27 @@ export class BillingPage extends Disposable {
         const discountName = sub.discount && sub.discount.name;
         const discountEnd = sub.discount && sub.discount.end_timestamp_ms;
         const tier = discountName && discountName.includes(' Tier ');
-        const activePlanName = sub.activePlan?.nickname ?? this._appModel.planName;
+        const activePlanName = sub.activePlan?.nickname ??
+          displayPlanName[this._appModel.planName || ''] ?? this._appModel.planName;
         const planName = tier ? discountName : activePlanName;
         const appSumoInvoiced = this._appModel.currentOrg?.billingAccount?.externalOptions?.invoiceId;
         const isPaidPlan = sub.billable;
-        // If subscription is cancelled, we need to create a new one using Stripe Checkout.
+        // If subscription is canceled, we need to create a new one using Stripe Checkout.
         const canRenew = (sub.status === 'canceled' && isPaidPlan);
         // We can upgrade only free team plan at this moment.
         const canUpgrade = !canRenew && !isPaidPlan;
-        // And we can manage team plan that is not cancelled.
+        // And we can manage team plan that is not canceled.
         const canManage = !canRenew && isPaidPlan;
+        const isCanceled = sub.status === 'canceled';
+        const wasTeam = this._appModel.planName === TEAM_PLAN && isCanceled && !validPlan;
         return [
           css.summaryFeatures(
             validPlan && planName ? [
               makeSummaryFeature(['You are subscribed to the ', planName, ' plan'])
             ] : [
-                makeSummaryFeature(['This team site is not in good standing'],
-                  { isBad: true }),
+                isCanceled ?
+                makeSummaryFeature(['You were subscribed to the ', planName, ' plan'], { isBad: true }) :
+                makeSummaryFeature(['This team site is not in good standing'], { isBad: true }),
               ],
             // If the plan is changing, include the date the current plan ends
             // and the plan that will be in effect afterwards.
@@ -239,8 +246,7 @@ export class BillingPage extends Disposable {
             ] : null,
             cancellingPlan && isPaidPlan ? [
               makeSummaryFeature(['Your subscription ends on ', dateFmt(sub.periodEnd)]),
-              makeSummaryFeature(['On this date, your team site will become ', 'read-only',
-                ' for one month, then removed'])
+              makeSummaryFeature(['On this date, your team site will become read-only'])
             ] : null,
             moneyPlan?.amount ? [
               makeSummaryFeature([`Your team site has `, `${sub.userCount}`,
@@ -269,6 +275,9 @@ export class BillingPage extends Disposable {
           ),
           !canManage ? null :
             makeActionLink('Manage billing', 'Settings', this._model.getCustomerPortalUrl(), testId('portal-link')),
+          !wasTeam ? null :
+          makeActionButton('Downgrade plan', 'Settings',
+            () => this._confirmDowngradeToTeamFree(), testId('downgrade-free-link')),
           !canRenew ? null :
             makeActionLink('Renew subscription', 'Settings', this._model.renewPlan(), testId('renew-link')),
           !canUpgrade ? null :
@@ -295,6 +304,29 @@ export class BillingPage extends Disposable {
     });
   }
 
+  private _confirmDowngradeToTeamFree() {
+    confirmModal('Downgrade to Free Team Plan',
+      'Downgrade',
+      () => this._downgradeToTeamFree(),
+      dom('div', {style: `color: ${colors.dark}`}, testId('downgrade-confirm-modal'),
+        dom('div', 'Documents on free team plan are subject to the following limits. '
+                  +'Any documents in excess of these limits will be put in read-only mode.'),
+        dom('ul',
+          dom('li', { style: 'margin-bottom: 0.6em'}, dom('strong', '5,000'), ' rows per document'),
+          dom('li', { style: 'margin-bottom: 0.6em'}, dom('strong', '10MB'), ' max document size'),
+          dom('li', 'API limit: ', dom('strong', '5k'), ' calls/day'),
+        )
+      ),
+    );
+  }
+
+  private async _downgradeToTeamFree() {
+    // Perform the downgrade operation.
+    await this._model.downgradePlan(TEAM_FREE_PLAN);
+    // Refresh app model
+    this._appModel.topAppModel.initialize();
+  }
+
   private _makeAppSumoFeature(name: string) {
     // TODO: move AppSumo plan knowledge elsewhere.
     let users = 0;

app/common/BillingAPI.ts

@@ -136,6 +136,7 @@ export interface BillingAPI {
   createTeam(name: string, domain: string): Promise<string>;
   upgrade(): Promise<string>;
   cancelCurrentPlan(): Promise<void>;
+  downgradePlan(planName: string): Promise<void>;
   renewPlan(): string;
   customerPortal(): string;
 }
@@ -170,6 +171,12 @@ export class BillingAPIImpl extends BaseAPI implements BillingAPI {
     });
   }
 
+  public async downgradePlan(planName: string): Promise<void> {
+    await this.request(`${this._url}/api/billing/downgrade-plan`, {
+      method: 'POST',
+      body: JSON.stringify({ planName })
+    });
+  }
 
   public async updateSettings(settings?: IBillingOrgSettings): Promise<void> {
     await this.request(`${this._url}/api/billing/settings`, {

app/common/Features.ts

@@ -68,11 +68,15 @@ export function canAddOrgMembers(features: Features): boolean {
   return features.maxWorkspacesPerOrg !== 1;
 }
 
-
 export const FREE_PERSONAL_PLAN = 'starter';
 export const TEAM_FREE_PLAN = 'teamFree';
 export const TEAM_PLAN = 'team';
 
+export const displayPlanName: { [key: string]: string } = {
+  [TEAM_FREE_PLAN]: 'Team Free',
+  [TEAM_PLAN]: 'Team'
+} as const;
+
 // Returns true if `product` is free.
 export function isFreeProduct(product: Product): boolean {
   return [FREE_PERSONAL_PLAN, TEAM_FREE_PLAN, 'Free'].includes(product?.name);