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Add CRM QoL improvements around usage info and linking Paddle (#4229)
* Link subscription status to Paddle profile whenever available * Display usage info directly in user form in CRM * Handle pageview limit fallback gracefully when rendering subscription quota * Remove usage page link from users list view in CRM * Add tests for usage page * Apply `raw/1` only to the one (and only) element of the list
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@ -606,6 +606,7 @@ if config_env() in [:dev, :staging, :prod, :test] do
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ecto_repo: Plausible.Repo,
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router: PlausibleWeb.Router,
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admin_title: "Plausible Admin",
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extensions: [Plausible.CrmExtensions],
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resources: [
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auth: [
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resources: [
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@ -36,7 +36,6 @@ defmodule Plausible.Auth.UserAdmin do
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trial_expiry_date: %{name: "Trial expiry", value: &format_date(&1.trial_expiry_date)},
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subscription_plan: %{value: &subscription_plan/1},
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subscription_status: %{value: &subscription_status/1},
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usage: %{value: &usage_link/1},
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grace_period: %{value: &grace_period_status/1},
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accept_traffic_until: %{
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name: "Accept traffic until",
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@ -110,12 +109,7 @@ defmodule Plausible.Auth.UserAdmin do
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quota = PlausibleWeb.AuthView.subscription_quota(user.subscription)
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interval = PlausibleWeb.AuthView.subscription_interval(user.subscription)
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manage_url =
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Plausible.Billing.PaddleApi.vendors_domain() <>
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"/subscriptions/customers/manage/" <>
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user.subscription.paddle_subscription_id
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{:safe, ~s(<a href="#{manage_url}">#{quota} \(#{interval}\)</a>)}
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{:safe, ~s(<a href="#{manage_url(user.subscription)}">#{quota} \(#{interval}\)</a>)}
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else
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"--"
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end
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@ -124,7 +118,13 @@ defmodule Plausible.Auth.UserAdmin do
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defp subscription_status(user) do
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cond do
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user.subscription ->
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PlausibleWeb.AuthView.present_subscription_status(user.subscription.status)
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status_str = PlausibleWeb.AuthView.present_subscription_status(user.subscription.status)
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if user.subscription.paddle_subscription_id do
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{:safe, ~s(<a href="#{manage_url(user.subscription)}">#{status_str}</a>)}
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else
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status_str
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end
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Plausible.Users.on_trial?(user) ->
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"On trial"
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@ -134,13 +134,9 @@ defmodule Plausible.Auth.UserAdmin do
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end
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end
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on_ee do
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defp usage_link(user) do
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path = PlausibleWeb.Router.Helpers.admin_path(PlausibleWeb.Endpoint, :usage, user.id)
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{:safe, ~s(<a href="#{path}">Usage</a>)}
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end
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else
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defp usage_link(_), do: nil
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defp manage_url(%{paddle_subscription_id: paddle_id} = _subscription) do
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Plausible.Billing.PaddleApi.vendors_domain() <>
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"/subscriptions/customers/manage/" <> paddle_id
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end
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defp format_date(nil), do: "--"
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32
lib/plausible/crm_extensions.ex
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32
lib/plausible/crm_extensions.ex
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@ -0,0 +1,32 @@
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defmodule Plausible.CrmExtensions do
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@moduledoc """
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Extensions for Kaffy CRM
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"""
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use Plausible
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on_ee do
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def javascripts(%{assigns: %{context: "auth", resource: "user", entry: %{} = user}}) do
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[
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Phoenix.HTML.raw("""
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<script type="text/javascript">
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(async () => {
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const response = await fetch("/crm/auth/user/#{user.id}/usage?embed=true")
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const usageHTML = await response.text()
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const cardBody = document.querySelector(".card-body")
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if (cardBody) {
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const usageDOM = document.createElement("div")
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usageDOM.innerHTML = usageHTML
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cardBody.prepend(usageDOM)
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}
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})()
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</script>
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""")
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]
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end
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end
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def javascripts(_) do
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[]
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end
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end
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@ -17,39 +17,47 @@ defmodule PlausibleWeb.AdminController do
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team_members: Quota.Limits.team_member_limit(user)
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}
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html_response = usage_and_limits_html(user, usage, limits)
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html_response = usage_and_limits_html(user, usage, limits, params["embed"] == "true")
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conn
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|> put_resp_content_type("text/html")
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|> send_resp(200, html_response)
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end
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defp usage_and_limits_html(user, usage, limits) do
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"""
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<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>Usage - user:#{user.id}</title>
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<style>
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ul, li {margin-top: 10px;}
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body {padding-top: 10px;}
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</style>
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</head>
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<body>
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defp usage_and_limits_html(user, usage, limits, embed?) do
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content = """
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<ul>
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<li>Sites: <b>#{usage.sites}</b> / #{limits.sites}</li>
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<li>Team members: <b>#{usage.team_members}</b> / #{limits.team_members}</li>
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<li>Features: #{features_usage(usage.features)}</li>
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<li>Monthly pageviews: #{monthly_pageviews_usage(usage.monthly_pageviews, limits.monthly_pageviews)}</li>
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</ul>
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</body>
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</html>
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"""
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if embed? do
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content
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else
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"""
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<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>Usage - user:#{user.id}</title>
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<style>
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ul, li {margin-top: 10px;}
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body {padding-top: 10px;}
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</style>
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</head>
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<body>
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#{content}
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</body>
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</html>
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"""
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end
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end
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defp features_usage(features_module_list) do
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@ -9,14 +9,20 @@ defmodule PlausibleWeb.AuthView do
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def subscription_quota(nil, _options), do: "Free trial"
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def subscription_quota(subscription, options) do
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subscription
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|> Plausible.Billing.Quota.Limits.monthly_pageview_limit()
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|> PlausibleWeb.StatsView.large_number_format()
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|> then(fn quota ->
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if Keyword.get(options, :format) == :long,
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do: "#{quota} pageviews",
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else: quota
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end)
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pageview_limit = Plausible.Billing.Quota.Limits.monthly_pageview_limit(subscription)
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quota =
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if pageview_limit == :unlimited do
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"unlimited"
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else
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PlausibleWeb.StatsView.large_number_format(pageview_limit)
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end
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if Keyword.get(options, :format) == :long do
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"#{quota} pageviews"
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else
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quota
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end
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end
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def subscription_interval(subscription) do
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@ -35,7 +35,7 @@ defmodule PlausibleWeb.StatsView do
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"#{billions}B"
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end
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true ->
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is_integer(n) ->
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Integer.to_string(n)
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end
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end
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@ -11,6 +11,20 @@ defmodule PlausibleWeb.AdminControllerTest do
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conn = get(conn, "/crm/auth/user/1/usage")
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assert response(conn, 403) == "Not allowed"
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end
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@tag :ee_only
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test "returns usage data as a standalone page", %{conn: conn, user: user} do
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patch_env(:super_admin_user_ids, [user.id])
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conn = get(conn, "/crm/auth/user/#{user.id}/usage")
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assert response(conn, 200) =~ "<html"
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end
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@tag :ee_only
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test "returns usage data in embeddable form when requested", %{conn: conn, user: user} do
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patch_env(:super_admin_user_ids, [user.id])
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conn = get(conn, "/crm/auth/user/#{user.id}/usage?embed=true")
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refute response(conn, 200) =~ "<html"
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end
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end
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describe "POST /crm/sites/site/:site_id" do
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