yep.

It should be possible to download registered yet not subscribed users as a .csv file.

If a subscriber places an order and the charge is denied, there is a balance due on the account. There should be an API to cancel balance dues that is known impossible to be recovered. The API will create the appropriate Transaction.

I was interested in exploring more of this project but some of the terms and relationships used are not clear -- even after reading the documentation.

1. What is provider and why are they needed ? If someone wants to launch their own saas site, how does provider even come into play ? I am not sure what was the thought process in adding a organization -- provider relationship

2. In an organization only manager/admin can make POST requests ? Contributors/users only can make GET requests ? What if the saas business needs to be able to provide write access to organization users, but only for the non admin section -- all the payment/billing/admin sections of the organization are not accessible to a regular user.

The following errors are reported when loading the subscriber retention screen:

ReferenceError: params is not defined
    at g.$scope.refresh (djaodjin-saas-angular.js:499)
    at Object.fn (djaodjin-saas-angular.js:480)
    at g.$get.g.$digest (angular.js:12636)
    at g.scopePrototype.$digest (hint.js:1468)
    at g.$get.g.$apply (angular.js:12901)
    at g.scopePrototype.$apply (hint.js:1478)
    at angular.js:1496
    at Object.e [as invoke] (angular.js:4059)
    at d (angular.js:1494)
    at Object.Oa.resumeBootstrap (angular.js:1516)
ReferenceError: params is not defined
    at g.$scope.refresh (djaodjin-saas-angular.js:499)
    at Object.fn (djaodjin-saas-angular.js:487)
    at g.$get.g.$digest (angular.js:12636)
    at g.scopePrototype.$digest (hint.js:1468)
    at g.$get.g.$apply (angular.js:12901)
    at g.scopePrototype.$apply (hint.js:1478)
    at angular.js:1496
    at Object.e [as invoke] (angular.js:4059)
    at d (angular.js:1494)
    at Object.Oa.resumeBootstrap (angular.js:1516)

While adding Organisation via Admin Panel I found a Processor dependency issue.

• Processor field is mandatory but not every Organisation is Processor
• If I try to add Processor Organisation then again It will ask for a Processor
• Its never ending process. Please Make Processor as optional

1. "Roles" link in the header navigation is broken
2. "Unsubscribe Now" button is broken here
3. Here "Registered" table seems to be broken (no data)
4. Here "Churned" and "Registered" table filters are filtering the "Active" table, instead of the respective ones

Currently, a order_executed signal is executed when a user clicks on subscribe from the /cart/ page, then a charge_updated is triggered when the charge is successful. The resulting email notification lead to confusion for some subscribers. order_executed should only be triggered when the charge is not successful.

In the dasboard page, ReceivablesListAPIView is used to show Today's sale. The template should be updated to pass an ends_at to the API such that the result is "Today" in local time, not utc.

After adding **saas** to the **INSTALLED_APPS** it worked. Please update Getting started docs accordingly.

When attempting to submit a payment while registering a test account, I received this error (snipped from the Django log output):

[03/Apr/2015 10:46:29] "GET /cowork/billing/cowork_user6/cart/ HTTP/1.1" 200 41804
127.0.0.1 cowork_user6 INFO [03/Apr/2015:10:47:41 +0000] [checkout] save subscription of cowork_user6 to open-space
127.0.0.1 cowork_user6 INFO [03/Apr/2015:10:47:43 +0000] Updated card information for cowork_user6 on processor (cus_5zXzZ56hXkd7gT)
127.0.0.1 cowork_user6 ERROR [03/Apr/2015:10:47:44 +0000] InvalidRequestError for charge of 17999 cents to cowork_user6
- - ERROR [03/Apr/2015:10:47:44 +0000] Internal Server Error: /cowork/billing/cowork_user6/cart/
Traceback (most recent call last):
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/django/core/handlers/base.py", line 111, in get_response
    response = wrapped_callback(request, *callback_args, **callback_kwargs)
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/django/contrib/auth/decorators.py", line 21, in _wrapped_view
    return view_func(request, *args, **kwargs)
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/signup/decorators.py", line 116, in _wrapped_view
    return view_func(request, *args, **kwargs)
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/saas/decorators.py", line 389, in _wrapped_view
    return view_func(request, *args, **kwargs)
  File "/home/marmida/develop/djaodjin/reps/djaodjin/djaodjin/decorators.py", line 33, in _wrapped_view
    return view_func(request, *args, **kwargs)
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/django/views/generic/base.py", line 69, in view
    return self.dispatch(request, *args, **kwargs)
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/saas/views/billing.py", line 389, in dispatch
    return super(CartBaseView, self).dispatch(*args, **kwargs)
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/django/views/generic/base.py", line 87, in dispatch
    return handler(request, *args, **kwargs)
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/django/views/generic/edit.py", line 173, in post
    return self.form_valid(form)
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/saas/views/billing.py", line 255, in form_valid
    return self.form_invalid(form)
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/django/views/generic/edit.py", line 86, in form_invalid
    return self.render_to_response(self.get_context_data(form=form))
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/saas/views/billing.py", line 614, in get_context_data
    context = super(CartView, self).get_context_data(**kwargs)
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/saas/views/billing.py", line 116, in get_context_data
    context.update(PROCESSOR_BACKEND.retrieve_card(self.customer))
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/saas/backends/stripe_processor.py", line 204, in retrieve_card
    if p_customer.default_card:
  File "/home/marmida/develop/djaodjin/lib/python2.7/site-packages/stripe/resource.py", line 70, in __getattr__
    raise AttributeError(*err.args)
AttributeError: default_card
[03/Apr/2015 10:47:45] "POST /cowork/billing/cowork_user6/cart/ HTTP/1.1" 500 217777

This occurs both with Stripe 1.21.0 and 1.22.1, the latest.

Allow the user to download a CSV showing the instances of coupons being redeemed. This should include one row per coupon invocation. This should include:

• coupon code
• coupon discount percentage
• user's name
• user's email?
• plan
• amount paid

Using a test card and submitting a payment leads to this warning banner being displayed across the top of the reloaded credit card form page:

Received unknown parameter: statement_description

The development server console shows the following:

127.0.0.1 cowork_user9 ERROR [03/Apr/2015:11:04:21 +0000] InvalidRequestError for charge of 17999 cents to cowork_user9

This message originates from the Stripe API, which is responding to our API submission of the payment with the following:

error:
type: "invalid_request_error"
message: "Received unknown parameter: statement_description"
param: "statement_description"

See:

We have added a number of CSV download views recently. These integrate with the django_rest_framework via SmartListMixin, which provides filtering. All of our download views should be refactored as follows:

1. extract the CSV generation code into an abstract parent class, e.g. CSVDownloadView. This would inherit from View.
2. extract the queryset fetching into a mixin with a get_queryset method.
3. each concrete download view inherits from the above mixin and the download view.

1. Currently it is possible to export all transactions in [ledger](out-of-system transactions) format. It should also be possible to export transactions in a format supported by QuickBooks.

2. Currently the ledger import manage.py command will create all transactions in the text file into the database. What it should do is reconcile the transactions between the text file and the database and only insert new transactions. As a result, importing the same ledger file a second time should not change the database.

3. Import should also support a format outputted by QuickBooks.

It is currently possible to have generic roles in the database but the views and API are limited to managers and contributors. Those roles views / API should be updated to support generic roles.

Trying to start a withdrawal with an invalid bank account number causes the following error message to be displayed to the user: Routing Number field(s) cannot be empty.

This is counter-intuitive, because the user did provide a routing number (it's just invalid, and Stripes' JS library has rejected it -- unfortunately, that function does nothing more than indicate validation success, without any explanantion. See: https://stripe.com/docs/stripe.js?#bank-account-validateRoutingNumber)

Right now, the group buy feature (CartSeatsView and template saas/billing/cart-seats.html) permits to enter name/email in a form. It should be able to upload a csv for bulk import.

I'm not 100% clear on the specifics, but we want to do some database refactoring to allow for other types of provider-style relationships. I will try to get more specifics from @smirolo and then document them as use case / stories here.

It often happens that for group payments, the provider will receive a check in the mail. To keep metrics accurate, it must be possible to add transactions that were not executed online.

Format of revenue figures in metrics tables saas/templates/saas/metrics/base.html should be consistent. That is, all cells should have the same multiplier (ex: 1000, 1000000). There should not be cells with big numbers being humanized to 1000 while other cells with lower numbers using a scale of 1.

I want to know how to implement Plan with features like Freshdesk do.
Like they can enable or disable features within a Particular Plan

Validation rules fire that prevent the entry of non-ASCII content into the registration form. See the attached image.

This may be specific to the wrapping site, or may be part of the djaodjin-saas core. I'm not certain. It should be the case that the registration form instead allows non-ASCII input.

Clicking individual revenue chart lines breaks the revenue graph, but only when on the "customers" tab.

See: https://dl.dropboxusercontent.com/u/27530708/djaodjin_chart_bug.mkv

The filter's auto-refresh on the coupon admin page fires off too eagerly. I made a short video of this behavior:
https://www.dropbox.com/sc/1hs0fpfp36agnuq/AAAlY-schXOxmYx0CLe5u9UQa

This has some negative effects:

1. it interrupts the user's typing, forcing them to type only one character per refresh
2. it loses focus, causing the user to re-focus on the text box after each refresh

In addition, it's confusing because:

1. the filter matches unexpected rows. I tried some number input that I figured should not match, and yet, it still found some rows with nothing obviously matched.
2. it's on the same line as the data-entry form for adding a new coupon. It's not immediately clear that one of these adds a row, while one filters the current results.
3. if no results are found, the display loses the input control for the filter expression, forcing the user to reload or hit back.

Add a "delete" button to plans that have no subscribers.

This applies to plans that have never had any subscribers. Plans that have had at least one subscriber cannot be deleted; they can only be deactivated. Peleted plans are physically removed from the database.

This is apparently because of our use of proxies, which causes the content on pages to go through a pass-through, and that causes a second round of HTML entity encoding that isn't being handled correctly. Investigate.

The Funds page (billing/transfers/) shows a list of Transaction. It should also be possible to get a list of Charge.

The flow to subscribe and pay for a plan is as follow:

1. POST to /api/cart/
2. GET /api/billing/:organization/checkout/
3. compute the total amount to charge from the list of invoicables.
4. POST to RazorPay
5. POST /api/billing/:organization/checkout/ with {“processor_token”: token-returned-by-razorpay}
   This will call RazorpayBackend.create_charge_on_card to capture the total amount of invoicables.
6. GET /api/billing/charges/:charge (:charge being return by the previous call as "processor_key")
   This will call Charge.payment_successful and create the Transaction in the database as well as switch Charge.state from "created" to “done".

RazorPay works somewhat differently from Stripe. The processor_token passed back by RazorPay is an actual charge id. The processor_token passed back by Stripe is a card id. It is quite possible that payment_successful could be called after razorpay.capture and make step #6 optional in RazorPay setup.

1. While trying to run python ./manage.py load_test_transactions with python3 the following error is thrown:
   TypeError: Population must be a sequence or set. For dicts, use list(d).
   https://github.com/djaodjin/djaodjin-saas/blob/master/testsite/management/commands/load_test_transactions.py#L206
2. There is a print x statement without braces at the same file as the previous isse
3. While visiting http://localhost:8000/billing/cowork-master/cart/ page in a browser with python2 the following error is thrown:
   'module' object has no attribute 'zip_longest'
   https://github.com/djaodjin/djaodjin-saas/blob/master/saas/views/billing.py#L718

Here's the file generated by the "balances" screen from an export of bogus data in the djaodjin test site:
https://gist.github.com/marmida/1d4b94ab3da3d634cb0a

This contains several rows of data on the same line, and has no heading. We should probably add a heading and break data across lines - otherwise this isn't a CSV!

Right now the total revenue is displayed, not the actual profit. A new line
in the chart (and in the table should show the refunds).

Two admin views show financial transactions: "funds" and "billing." In both cases, we want to add both (1) the same style of date picker as on the "Retention" screen, allowing for filtering the transactions by date, and (2) a CSV download of the transaction data.

TODO: specify the CSV fields in each case.

Currently, the email receipt sent to the provider / admin includes the coupon percentage, but not the code, for each registration. Add the code to this email.

by name, date, amount, etc.

Allow the user viewing the financial revenue graph in the provider admin the ability to move that view forward or back in time. Because the number of months determines the width of the page, it may be best to only allow them to slide the start and end dates, together, forward by N months, instead of allowing them to choose an arbitrary start and end date (and thus, require more horizontal space on the page).

First, thank you for th initiative of adding value to this nice project.

We are not sure where to post, but do you have any clue why we we are experiencing 404-Forbidden error trying to access http://127.0.0.1:8000/saas/root as per the setup steps described in the readme ?

We would appreciate your feedback.

Create a manage.py command that can be run on a weekly basis to send an e-mail report of the revenue for the past week (Same numbers as shown on the Revenue table, i.e. "Total Sales", "New Sales", "Churned Sales", "Payments", "Refunds").
Furthermore, show the percentage increase/decrease vs. the past week and the same week a year ago.

I am getting this error after logging in and signing the terms and condition. Traceback

Environment:

Request Method: GET
Request URL: http://127.0.0.1:8000/saas/

Django Version: 1.5
Python Version: 2.7.5
Installed Applications:
('gunicorn',
'django.contrib.auth',
'django.contrib.contenttypes',
'django.contrib.sessions',
'django.contrib.sites',
'django.contrib.messages',
'django.contrib.staticfiles',
'django.contrib.admin',
'django.contrib.markup',
'app_metrics',
'saas',
'testsite')
Installed Middleware:
('django.middleware.common.CommonMiddleware',
'django.contrib.sessions.middleware.SessionMiddleware',
'django.middleware.csrf.CsrfViewMiddleware',
'django.contrib.auth.middleware.AuthenticationMiddleware',
'django.contrib.messages.middleware.MessageMiddleware')

Traceback:
File "/home/skbohra/code/saass/vc/lib/python2.7/site-packages/django/core/handlers/base.py" in get_response

1.                     response = callback(request, _callback_args, *_callback_kwargs)
   

   File "/home/skbohra/code/saass/vc/lib/python2.7/site-packages/django/views/generic/base.py" in view

2.         return self.dispatch(request, _args, *_kwargs)
   

   File "/home/skbohra/code/saass/vc/lib/python2.7/site-packages/django/utils/decorators.py" in _wrapper

3.         return bound_func(_args, *_kwargs)
   

   File "/home/skbohra/code/saass/saas/decorators.py" in _wrapped_view

4.                     return view_func(request, _args, *_kwargs)
   

   File "/home/skbohra/code/saass/vc/lib/python2.7/site-packages/django/utils/decorators.py" in bound_func

5.             return func(self, _args2, *_kwargs2)
   

   File "/home/skbohra/code/saass/saas/views/profile.py" in dispatch

6.     return super(OrganizationListView, self).dispatch(_args, *_kwargs)
   

   File "/home/skbohra/code/saass/vc/lib/python2.7/site-packages/django/views/generic/base.py" in dispatch

7.     return handler(request, _args, *_kwargs)
   

   File "/home/skbohra/code/saass/vc/lib/python2.7/site-packages/django/views/generic/list.py" in get

8.     self.object_list = self.get_queryset()
   

   File "/home/skbohra/code/saass/saas/views/profile.py" in get_queryset

9.     return managed_organization(self.request.user)
   

Exception Type: NameError at /saas/
Exception Value: global name 'managed_organization' is not defined

Getting the follwing error using the migrate command.

python ./manage.py migrate --run-syncdb --noinput
Running migrations:
Applying contenttypes.0001_initial... OK
Applying auth.0001_initial... OK
Applying admin.0001_initial... OK
Applying admin.0002_logentry_remove_auto_add... OK
Applying contenttypes.0002_remove_content_type_name... OK
Applying auth.0002_alter_permission_name_max_length... OK
Applying auth.0003_alter_user_email_max_length... OK
Applying auth.0004_alter_user_username_opts... OK
Applying auth.0005_alter_user_last_login_null... OK
Applying auth.0006_require_contenttypes_0002... OK
Applying auth.0007_alter_validators_add_error_messages... OK
Applying auth.0008_alter_user_username_max_length... OK
Applying saas.0001_initial...Traceback (most recent call last):
File "./manage.py", line 22, in
execute_from_command_line(sys.argv)
File "C:\Python35\lib\site-packages\django\core\management_init_.py", line 363, in execute_from_command_line
utility.execute()
File "C:\Python35\lib\site-packages\django\core\management_init_.py", line 355, in execute
self.fetch_command(subcommand).run_from_argv(self.argv)
File "C:\Python35\lib\site-packages\django\core\management\base.py", line 283, in run_from_argv
self.execute(*args, **cmd_options)
File "C:\Python35\lib\site-packages\django\core\management\base.py", line 330, in execute
output = self.handle(*args, **options)
File "C:\Python35\lib\site-packages\django\core\management\commands\migrate.py", line 204, in handle
fake_initial=fake_initial,
File "C:\Python35\lib\site-packages\django\db\migrations\executor.py", line 115, in migrate
state = self._migrate_all_forwards(state, plan, full_plan, fake=fake, fake_initial=fake_initial)
File "C:\Python35\lib\site-packages\django\db\migrations\executor.py", line 145, in _migrate_all_forwards
state = self.apply_migration(state, migration, fake=fake, fake_initial=fake_initial)
File "C:\Python35\lib\site-packages\django\db\migrations\executor.py", line 244, in apply_migration
state = migration.apply(state, schema_editor)
File "C:\Python35\lib\site-packages\django\db\migrations\migration.py", line 129, in apply
operation.database_forwards(self.app_label, schema_editor, old_state, project_state)
File "C:\Python35\lib\site-packages\django\db\migrations\operations\models.py", line 97, in database_forwards
schema_editor.create_model(model)
File "C:\Python35\lib\site-packages\django\db\backends\base\schema.py", line 271, in create_model
self.deferred_sql.append(self.create_fk_sql(model, field, "fk%(to_table)s%(to_column)s"))
File "C:\Python35\lib\site-packages\django\db\backends\base\schema.py", line 957, in create_fk_sql
"name": self.quote_name(self.create_index_name(model, [from_column], suffix=suffix)),
File "C:\Python35\lib\site-packages\django\db\backends\base\schema.py", line 860, in create_index_name
index_name = '%s%s%s' % (table_name, ''.join(column_names), hash_suffix_part)
TypeError: sequence item 0: expected str instance, bytes found

It is possible that some calls to the processor backend API are done in view requests, which would create bad breaks of the UI when the processor backend is not available.

It is also advisable to have multi-columns sorts.

This way a manager can be notified.

The class Price (models.py) was introduced recently. Lots of places and interfaces still rely on passing an amount and unit instead of a Price object. To be updated.

Second there are 'usd' defaults at too many places in the code. These should be factored. A DEFAULT_UNIT should also be introduced into settings.py

It should be possible to download transactions based on date ranges.

In case the API call to the charge status in the /receipt/ page is interrupted or the webhook is not triggered, a Charge might be stuck in a pending state. Before showing a balance due, in-flight pending charges should get a chance to be settled and their status updated.

Same as other pages.

Currently it is possible to print a charge receipt. It should also be possible to print an invoice, i.e. same information but before the charge is made. This most likely require to rethink the checkout process.

I followed the installation instructions, installed djaodjin-saas with pip in my virtual environment (Python 3.6).

So as a result this is my pip freeze:

$ pip freeze
certifi==2018.1.18
chardet==3.0.4
Django==2.0.3
django-countries==5.2
django-extra-views==0.10.0
django-localflavor==2.0
djangorestframework==3.7.7
djaodjin-saas==0.3.1
idna==2.6
Markdown==2.6.11
python-dateutil==2.7.0
pytz==2018.3
razorpay==1.1.1
requests==2.18.4
six==1.11.0
stripe==1.79.1
urllib3==1.22

I typed in all the settings and url modification as in the docs, set up my stripe test credentials, and run the server.

$ python manage.py runserver
Unhandled exception in thread started by <function check_errors.<locals>.wrapper at 0x10305ee18>
Traceback (most recent call last):
  File "/me/tmp/stripe-django/env/lib/python3.6/site-packages/django/utils/autoreload.py", line 225, in wrapper
    fn(*args, **kwargs)
  File "/me/tmp/stripe-django/env/lib/python3.6/site-packages/django/core/management/commands/runserver.py", line 112, in inner_run
    autoreload.raise_last_exception()
  File "/me/tmp/stripe-django/env/lib/python3.6/site-packages/django/utils/autoreload.py", line 248, in raise_last_exception
    raise _exception[1]
  File "/me/tmp/stripe-django/env/lib/python3.6/site-packages/django/core/management/__init__.py", line 327, in execute
    autoreload.check_errors(django.setup)()
  File "/me/tmp/stripe-django/env/lib/python3.6/site-packages/django/utils/autoreload.py", line 225, in wrapper
    fn(*args, **kwargs)
  File "/me/tmp/stripe-django/env/lib/python3.6/site-packages/django/__init__.py", line 24, in setup
    apps.populate(settings.INSTALLED_APPS)
  File "/me/tmp/stripe-django/env/lib/python3.6/site-packages/django/apps/registry.py", line 112, in populate
    app_config.import_models()
  File "/me/tmp/stripe-django/env/lib/python3.6/site-packages/django/apps/config.py", line 198, in import_models
    self.models_module = import_module(models_module_name)
  File "/me/tmp/stripe-django/env/lib/python3.6/importlib/__init__.py", line 126, in import_module
    return _bootstrap._gcd_import(name[level:], package, level)
  File "<frozen importlib._bootstrap>", line 994, in _gcd_import
  File "<frozen importlib._bootstrap>", line 971, in _find_and_load
  File "<frozen importlib._bootstrap>", line 955, in _find_and_load_unlocked
  File "<frozen importlib._bootstrap>", line 665, in _load_unlocked
  File "<frozen importlib._bootstrap_external>", line 678, in exec_module
  File "<frozen importlib._bootstrap>", line 219, in _call_with_frames_removed
  File "/me/tmp/stripe-django/env/lib/python3.6/site-packages/saas/models.py", line 211, in <module>
    class Organization(models.Model):
  File "/me/tmp/stripe-django/env/lib/python3.6/site-packages/saas/models.py", line 266, in Organization
    'Organization', null=True, blank=True, related_name='processes')
TypeError: __init__() missing 1 required positional argument: 'on_delete'

Please advise if I need to downgrade the Django version or what to do.