Consolidated View life cycle + billing integration

assets/js/dashboard.tsx

@@ -68,7 +68,7 @@ if (container && container.dataset) {
                       team: {
                         identifier: container.dataset.teamIdentifier ?? null,
                         hasConsolidatedView:
-                          container.dataset.teamHasConsolidatedView === 'true'
+                          container.dataset.consolidatedViewAvailable === 'true'
                       }
                     }
                   : {

assets/js/liveview/live_socket.js

@@ -6,7 +6,7 @@
 import 'phoenix_html'
 import { Socket } from 'phoenix'
 import { LiveSocket } from 'phoenix_live_view'
-import { Modal } from 'prima'
+import { Modal, Dropdown } from 'prima'
 import topbar from 'topbar'
 /* eslint-enable import/no-unresolved */
 
@@ -15,7 +15,7 @@ import Alpine from 'alpinejs'
 let csrfToken = document.querySelector("meta[name='csrf-token']")
 let websocketUrl = document.querySelector("meta[name='websocket-url']")
 if (csrfToken && websocketUrl) {
-  let Hooks = { Modal }
+  let Hooks = { Modal, Dropdown }
   Hooks.Metrics = {
     mounted() {
       this.handleEvent('send-metrics', ({ event_name }) => {

extra/lib/plausible/consolidated_view.ex

@@ -16,18 +16,45 @@ defmodule Plausible.ConsolidatedView do
 
   import Ecto.Query
 
-  @spec ok_to_display?(Team.t() | nil, User.t() | nil) :: boolean()
-  def ok_to_display?(team, user) do
-    with %Team{} <- team,
-         %User{} <- user,
-         true <- Plausible.Auth.is_super_admin?(user),
-         true <- enabled?(team),
-         true <- has_sites_to_consolidate?(team) do
-      true
-    else
-      _ ->
-        false
-    end
+  @spec flag_enabled?(Team.t()) :: boolean()
+  def flag_enabled?(team) do
+    FunWithFlags.enabled?(:consolidated_view, for: team)
+  end
+
+  @spec cta_dismissed?(User.t(), Team.t()) :: boolean()
+  def cta_dismissed?(%User{} = user, %Team{} = team) do
+    {:ok, team_membership} = Teams.Memberships.get_team_membership(team, user)
+    Teams.Memberships.get_preference(team_membership, :consolidated_view_cta_dismissed)
+  end
+
+  @spec dismiss_cta(User.t(), Team.t()) :: :ok
+  def dismiss_cta(%User{} = user, %Team{} = team) do
+    {:ok, team_membership} = Teams.Memberships.get_team_membership(team, user)
+    Teams.Memberships.set_preference(team_membership, :consolidated_view_cta_dismissed, true)
+
+    :ok
+  end
+
+  @spec restore_cta(User.t(), Team.t()) :: :ok
+  def restore_cta(%User{} = user, %Team{} = team) do
+    {:ok, team_membership} = Teams.Memberships.get_team_membership(team, user)
+
+    Teams.Memberships.set_preference(
+      team_membership,
+      :consolidated_view_cta_dismissed,
+      false
+    )
+
+    :ok
+  end
+
+  @spec ok_to_display?(Team.t() | nil) :: boolean()
+  def ok_to_display?(team) do
+    is_struct(team, Team) and
+      flag_enabled?(team) and
+      view_enabled?(team) and
+      has_sites_to_consolidate?(team) and
+      Plausible.Billing.Feature.ConsolidatedView.check_availability(team) == :ok
   end
 
   @spec reset_if_enabled(Team.t()) :: :ok
@@ -56,14 +83,25 @@ defmodule Plausible.ConsolidatedView do
     from(s in q, where: s.consolidated == true)
   end
 
-  @spec enable(Team.t()) :: {:ok, Site.t()} | {:error, :no_sites | :team_not_setup}
+  @spec enable(Team.t()) ::
+          {:ok, Site.t()} | {:error, :no_sites | :team_not_setup | :upgrade_required}
   def enable(%Team{} = team) do
-    with :ok <- ensure_eligible(team), do: do_enable(team)
-  end
+    cond do
+      not has_sites_to_consolidate?(team) ->
+        {:error, :no_sites}
 
-  @spec enabled?(Team.t()) :: boolean()
-  def enabled?(%Team{} = team) do
-    not is_nil(get(team))
+      not Teams.setup?(team) ->
+        {:error, :team_not_setup}
+
+      not flag_enabled?(team) ->
+        {:error, :unavailable}
+
+      true ->
+        case Plausible.Billing.Feature.ConsolidatedView.check_availability(team) do
+          :ok -> do_enable(team)
+          error -> error
+        end
+    end
   end
 
   @spec disable(Team.t()) :: :ok
@@ -159,16 +197,6 @@ defmodule Plausible.ConsolidatedView do
     team.identifier
   end
 
-  # TODO: Only active trials and business subscriptions should be eligible.
-  # This function should also call a new underlying feature module.
-  defp ensure_eligible(%Team{} = team) do
-    cond do
-      not Teams.setup?(team) -> {:error, :team_not_setup}
-      not has_sites_to_consolidate?(team) -> {:error, :no_sites}
-      true -> :ok
-    end
-  end
-
   defp native_stats_start_at(%Team{} = team) do
     q =
       from(sr in Site.regular(),
@@ -181,7 +209,7 @@ defmodule Plausible.ConsolidatedView do
   end
 
   defp has_sites_to_consolidate?(%Team{} = team) do
-    Teams.owned_sites_count(team) > 0
+    Teams.owned_sites_count(team) > 1
   end
 
   defp majority_sites_timezone(%Team{} = team) do
@@ -200,4 +228,8 @@ defmodule Plausible.ConsolidatedView do
       nil -> "Etc/UTC"
     end
   end
+
+  defp view_enabled?(%Team{} = team) do
+    not is_nil(get(team))
+  end
 end

extra/lib/plausible_web/live/customer_support/team/components/consolidated_views.ex

@@ -45,6 +45,7 @@ defmodule PlausibleWeb.CustomerSupport.Team.Components.ConsolidatedViews do
           <:thead>
             <.th>Domain</.th>
             <.th>Timezone</.th>
+            <.th>Available?</.th>
             <.th invisible>Dashboard</.th>
             <.th invisible>24H</.th>
             <.th invisible>Delete</.th>
@@ -53,6 +54,7 @@ defmodule PlausibleWeb.CustomerSupport.Team.Components.ConsolidatedViews do
           <:tbody :let={consolidated_view}>
             <.td>{consolidated_view.domain}</.td>
             <.td>{consolidated_view.timezone}</.td>
+            <.td>{availability(@team)}</.td>
             <.td>
               <.styled_link
                 new_tab={true}
@@ -74,7 +76,7 @@ defmodule PlausibleWeb.CustomerSupport.Team.Components.ConsolidatedViews do
               <.delete_button
                 phx-click="delete-consolidated-view"
                 phx-target={@myself}
-                data-confirm="Are you sure you want to delete this consolidated view?"
+                data-confirm="Are you sure you want to delete this consolidated view? All existing consolidated view configuration will be lost. The view itself will be recreated whenever eligible subscription/trial accesses /sites for that team."
               />
             </.td>
           </:tbody>
@@ -101,4 +103,11 @@ defmodule PlausibleWeb.CustomerSupport.Team.Components.ConsolidatedViews do
     success("Deleted consolidated view")
     {:noreply, assign(socket, consolidated_views: [])}
   end
+
+  defp availability(team) do
+    case Plausible.Billing.Feature.ConsolidatedView.check_availability(team) do
+      :ok -> "Yes"
+      {:error, :upgrade_required} -> "No - upgrade required"
+    end
+  end
 end

lib/plausible/billing/feature.ex

@@ -71,7 +71,8 @@ defmodule Plausible.Billing.Feature do
     Plausible.Billing.Feature.SiteSegments,
     Plausible.Billing.Feature.SitesAPI,
     Plausible.Billing.Feature.StatsAPI,
-    Plausible.Billing.Feature.SSO
+    Plausible.Billing.Feature.SSO,
+    Plausible.Billing.Feature.ConsolidatedView
   ]
 
   # Generate a union type for features
@@ -229,6 +230,15 @@ defmodule Plausible.Billing.Feature.SSO do
     display_name: "Single Sign-On"
 end
 
+defmodule Plausible.Billing.Feature.ConsolidatedView do
+  use Plausible
+
+  @moduledoc false
+  use Plausible.Billing.Feature,
+    name: :consolidated_view,
+    display_name: "Consolidated View"
+end
+
 defmodule Plausible.Billing.Feature.Teams do
   @moduledoc """
   Unlike other feature modules, this one only exists to make feature gating

lib/plausible/teams/memberships.ex

@@ -7,6 +7,8 @@ defmodule Plausible.Teams.Memberships do
   alias Plausible.Repo
   alias Plausible.Teams
 
+  require Teams.Memberships.UserPreference
+
   @spec all(Teams.Team.t(), Keyword.t()) :: [Teams.Membership.t()]
   def all(team, opts \\ []) do
     exclude_guests? = Keyword.get(opts, :exclude_guests?, false)
@@ -223,6 +225,35 @@ defmodule Plausible.Teams.Memberships do
     end
   end
 
+  @spec set_preference(Teams.Membership.t(), atom(), any()) ::
+          Teams.Memberships.UserPreference.t()
+  def set_preference(team_membership, option, value)
+      when option in Teams.Memberships.UserPreference.options() do
+    team_membership
+    |> Teams.Memberships.UserPreference.changeset(%{option => value})
+    |> Repo.insert!(
+      conflict_target: [:team_membership_id],
+      on_conflict:
+        from(p in Teams.Memberships.UserPreference, update: [set: [{^option, ^value}]]),
+      returning: true
+    )
+  end
+
+  @spec get_preference(Teams.Membership.t(), atom()) :: any()
+  def get_preference(team_membership, option)
+      when option in Teams.Memberships.UserPreference.options() do
+    defaults = %Teams.Memberships.UserPreference{}
+
+    query =
+      from(
+        tup in Teams.Memberships.UserPreference,
+        where: tup.team_membership_id == ^team_membership.id,
+        select: field(tup, ^option)
+      )
+
+    Repo.one(query) || Map.fetch!(defaults, option)
+  end
+
   defp get_guest_membership(site_id, user_id) do
     query =
       from(

lib/plausible/teams/memberships/user_preference.ex

@@ -0,0 +1,28 @@
+defmodule Plausible.Teams.Memberships.UserPreference do
+  @moduledoc """
+  Team-specific user preferences schema
+  """
+
+  use Ecto.Schema
+  import Ecto.Changeset
+
+  @type t() :: %__MODULE__{}
+
+  @options [:consolidated_view_cta_dismissed]
+
+  schema "team_membership_user_preferences" do
+    field :consolidated_view_cta_dismissed, :boolean, default: false
+
+    belongs_to :team_membership, Plausible.Teams.Membership
+
+    timestamps()
+  end
+
+  defmacro options, do: @options
+
+  def changeset(team_membership, attrs \\ %{}) do
+    %__MODULE__{}
+    |> cast(attrs, @options)
+    |> put_assoc(:team_membership, team_membership)
+  end
+end

lib/plausible_web/components/generic.ex

@@ -1020,7 +1020,7 @@ defmodule PlausibleWeb.Components.Generic do
 
   def filter_bar(assigns) do
     ~H"""
-    <div class="mb-6 flex items-center justify-between" x-data>
+    <div class="flex items-center justify-between" x-data>
       <div :if={@filtering_enabled?} class="relative rounded-md flex">
         <form id="filter-form" phx-change="filter" phx-submit="filter" class="flex items-center">
           <div class="text-gray-800 inline-flex items-center">
@@ -1031,7 +1031,7 @@ defmodule PlausibleWeb.Components.Generic do
               type="text"
               name="filter-text"
               id="filter-text"
-              class="w-36 sm:w-full pl-8 text-sm dark:bg-gray-750 dark:text-gray-300 focus:ring-indigo-500 focus:border-indigo-500 block border-gray-300 dark:border-gray-750 rounded-md dark:placeholder:text-gray-400 focus:outline-none focus:ring-3 focus:ring-indigo-500/20 dark:focus:ring-indigo-500/25 focus:border-indigo-500"
+              class="w-full max-w-64 pl-8 text-sm dark:bg-gray-750 dark:text-gray-300 focus:ring-indigo-500 focus:border-indigo-500 block border-gray-300 dark:border-gray-750 rounded-md dark:placeholder:text-gray-400 focus:outline-none focus:ring-3 focus:ring-indigo-500/20 dark:focus:ring-indigo-500/25 focus:border-indigo-500"
               placeholder="Press / to search"
               x-ref="filter_text"
               phx-debounce={200}

lib/plausible_web/components/prima_dropdown.ex

@@ -0,0 +1,47 @@
+defmodule PlausibleWeb.Components.PrimaDropdown do
+  @moduledoc false
+  alias Prima.Dropdown
+  use Phoenix.Component
+
+  @dropdown_item_icon_base_class "text-gray-600 dark:text-gray-400 group-hover/item:text-gray-900 group-data-focus/item:text-gray-900 dark:group-hover/item:text-gray-100 dark:group-data-focus/item:text-gray-100"
+
+  defdelegate dropdown(assigns), to: Prima.Dropdown
+  defdelegate dropdown_trigger(assigns), to: Prima.Dropdown
+
+  slot(:inner_block, required: true)
+
+  # placement: bottom-end should probably be default in prima. Feels more natural
+  # for dropdown menus than bottom-start which is the current default
+  def dropdown_menu(assigns) do
+    ~H"""
+    <Dropdown.dropdown_menu
+      placement="bottom-end"
+      class="bg-white rounded-md shadow-lg ring-1 ring-black/5 focus:outline-none p-1.5 dark:bg-gray-800"
+    >
+      {render_slot(@inner_block)}
+    </Dropdown.dropdown_menu>
+    """
+  end
+
+  attr(:as, :any, default: nil)
+  attr(:disabled, :boolean, default: false)
+  attr(:rest, :global, include: ~w(navigate patch href))
+  slot(:inner_block, required: true)
+
+  def dropdown_item(assigns) do
+    ~H"""
+    <Dropdown.dropdown_item
+      as={@as}
+      disabled={@disabled}
+      class="group/item z-50 flex items-center gap-x-2 min-w-max rounded-md px-4 py-2 text-gray-700 text-sm dark:text-gray-300 data-focus:bg-gray-100 dark:data-focus:bg-gray-700 data-focus:text-gray-900 dark:data-focus:text-gray-100"
+      {@rest}
+    >
+      {render_slot(@inner_block)}
+    </Dropdown.dropdown_item>
+    """
+  end
+
+  def dropdown_item_icon_class(size \\ "size-4") do
+    "#{size} #{@dropdown_item_icon_base_class}"
+  end
+end