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  1. Blesta Core
  2. CORE-1127

Allow clients to upgrade and downgrade services

        Details

        • Type: New Feature
        • Status: Closed
        • Priority: Blocker
        • Resolution: Fixed
        • Affects Version/s: 3.1.0
        • Fix Version/s: 3.3.0-b1
        • Component/s: Client Interface
        • Labels:
          None

          Description

          Clients should be able to upgrade and downgrade their services between other packages in the same package group which use the same module.

          The module should be notified when changing the package, so that it may perform an API call if desired. For example, changing a cPanel hosting plan in WHM to affect resource changes.

          This feature should be implemented similarly to CORE-1093 by adding an additional drop down under the "Status" button in the client area when managing a service called "Upgrade / Downgrade". Selecting this option will open a modal box where the user may select a different package. All other packages and their pricing options should appear. If there are no other packages in the same group with the same module, do not display the "Upgrade / Downgrade" option in the status dropdown.

          Extraneous:

          When selecting the new option, the operation should take place immediately, however the action should be prorated per any company/client group settings. An invoice may be generated (due today) if upgrading and a prorated amount is due. In this case, direct the user after performing the upgrade to the invoice pay form. If the user is performing a downgrade, issue a prorated credit to their account as an "In House Credit" for the difference, per any company/client group settings/rules.

          Consider an additional upgrade email notice, either to staff or to clients where staff can BCC subscribe.

            Issue Links

            relates to

            New Feature - A new feature of the product, which has yet to be developed. CORE-1093 Allow clients to change their billing cycle

            • Major - Major loss of function.
            • Closed

            New Feature - A new feature of the product, which has yet to be developed. CORE-351 Add proration to upgrades/downgrades.

            • Blocker - Blocks development and/or testing work, production could not run.
            • Closed

              Activity

              Ascending order - Click to sort in descending order
              admin Paul Phillips created issue -
              admin Paul Phillips made changes -
              Field Original Value New Value
              Priority Major [ 3 ] Blocker [ 1 ]
              admin Paul Phillips made changes -
              Rank Ranked higher
              admin Paul Phillips made changes -
              Link This issue relates to CORE-1093 [ CORE-1093 ]
              cody Cody Phillips (Inactive) made changes -
              Link This issue blocks CORE-351 [ CORE-351 ]
              admin Paul Phillips made changes -
              Description Clients should be able to upgrade and downgrade their services between other terms within the same package as well as other packages and terms within the same package group.

              The module should be notified when changing package, but not when changing pricing term within the same package.

              For example, changing for a Bronze hosting plan to a Silver hosting plan in cPanel should send the API command through the cPanel module to the server to switch their plan from one to the other.

              Other modules may handle this differently, and it's up to them to determine how to handle it. Consider an additional upgrade email notice, either to staff or to clients where staff can BCC subscribe.               		Clients should be able to upgrade and downgrade their services between other packages in the same package group which use the same module.

              The module should be notified when changing the package, so that it may perform an API call if desired. For example, changing a cPanel hosting plan in WHM to affect resource changes.

              This feature should be implemented similarly to CORE-1093 by adding an additional drop down under the "Status" button in the client area when managing a service called "Upgrade / Downgrade". Selecting this option will open a modal box where the user may select a *different* package. All *other* packages and their pricing options should appear.

              When selecting the new option, the operation should take place immediately, however the action should be prorated per any company/client group settings. An invoice may be generated (due today) if upgrading and a prorated amount is due. In this case, direct the user after performing the upgrade to the invoice pay form. If the user is performing a downgrade, issue a prorated credit to their account as an "In House Credit" for the difference, per any company/client group settings/rules.

              Consider an additional upgrade email notice, either to staff or to clients where staff can BCC subscribe.
              admin Paul Phillips made changes -
              Assignee Cody Phillips [ cody ] Tyson Phillips [ tyson ]
              admin Paul Phillips made changes -
              Description Clients should be able to upgrade and downgrade their services between other packages in the same package group which use the same module.

              The module should be notified when changing the package, so that it may perform an API call if desired. For example, changing a cPanel hosting plan in WHM to affect resource changes.

              This feature should be implemented similarly to CORE-1093 by adding an additional drop down under the "Status" button in the client area when managing a service called "Upgrade / Downgrade". Selecting this option will open a modal box where the user may select a *different* package. All *other* packages and their pricing options should appear.

              When selecting the new option, the operation should take place immediately, however the action should be prorated per any company/client group settings. An invoice may be generated (due today) if upgrading and a prorated amount is due. In this case, direct the user after performing the upgrade to the invoice pay form. If the user is performing a downgrade, issue a prorated credit to their account as an "In House Credit" for the difference, per any company/client group settings/rules.

              Consider an additional upgrade email notice, either to staff or to clients where staff can BCC subscribe.               		Clients should be able to upgrade and downgrade their services between other packages in the same package group which use the same module.

              The module should be notified when changing the package, so that it may perform an API call if desired. For example, changing a cPanel hosting plan in WHM to affect resource changes.

              This feature should be implemented similarly to CORE-1093 by adding an additional drop down under the "Status" button in the client area when managing a service called "Upgrade / Downgrade". Selecting this option will open a modal box where the user may select a *different* package. All *other* packages and their pricing options should appear. If there are no other packages in the same group with the same module, do not display the "Upgrade / Downgrade" option in the status dropdown.

              When selecting the new option, the operation should take place immediately, however the action should be prorated per any company/client group settings. An invoice may be generated (due today) if upgrading and a prorated amount is due. In this case, direct the user after performing the upgrade to the invoice pay form. If the user is performing a downgrade, issue a prorated credit to their account as an "In House Credit" for the difference, per any company/client group settings/rules.

              Consider an additional upgrade email notice, either to staff or to clients where staff can BCC subscribe.
              tyson Tyson Phillips (Inactive) made changes -
              Link This issue is blocked by CORE-351 [ CORE-351 ]
              tyson Tyson Phillips (Inactive) made changes -
              Link This issue blocks CORE-351 [ CORE-351 ]
              tyson Tyson Phillips (Inactive) made changes -
              Summary Allow clients to upgrade and dowgrade services Allow clients to upgrade and downgrade services
              tyson Tyson Phillips (Inactive) made changes -
              Description Clients should be able to upgrade and downgrade their services between other packages in the same package group which use the same module.

              The module should be notified when changing the package, so that it may perform an API call if desired. For example, changing a cPanel hosting plan in WHM to affect resource changes.

              This feature should be implemented similarly to CORE-1093 by adding an additional drop down under the "Status" button in the client area when managing a service called "Upgrade / Downgrade". Selecting this option will open a modal box where the user may select a *different* package. All *other* packages and their pricing options should appear. If there are no other packages in the same group with the same module, do not display the "Upgrade / Downgrade" option in the status dropdown.

              When selecting the new option, the operation should take place immediately, however the action should be prorated per any company/client group settings. An invoice may be generated (due today) if upgrading and a prorated amount is due. In this case, direct the user after performing the upgrade to the invoice pay form. If the user is performing a downgrade, issue a prorated credit to their account as an "In House Credit" for the difference, per any company/client group settings/rules.

              Consider an additional upgrade email notice, either to staff or to clients where staff can BCC subscribe.               		Clients should be able to upgrade and downgrade their services between other packages in the same package group which use the same module.

              The module should be notified when changing the package, so that it may perform an API call if desired. For example, changing a cPanel hosting plan in WHM to affect resource changes.

              This feature should be implemented similarly to CORE-1093 by adding an additional drop down under the "Status" button in the client area when managing a service called "Upgrade / Downgrade". Selecting this option will open a modal box where the user may select a *different* package. All *other* packages and their pricing options should appear. If there are no other packages in the same group with the same module, do not display the "Upgrade / Downgrade" option in the status dropdown.

              Extraneous:
              ----
              When selecting the new option, the operation should take place immediately, however the action should be prorated per any company/client group settings. An invoice may be generated (due today) if upgrading and a prorated amount is due. In this case, direct the user after performing the upgrade to the invoice pay form. If the user is performing a downgrade, issue a prorated credit to their account as an "In House Credit" for the difference, per any company/client group settings/rules.

              Consider an additional upgrade email notice, either to staff or to clients where staff can BCC subscribe.
              tyson Tyson Phillips (Inactive) made changes -
              Status Open [ 1 ] In Progress [ 3 ]
              tyson Tyson Phillips (Inactive) made changes -
              Status In Progress [ 3 ] Resolved [ 5 ]
              Resolution Fixed [ 1 ]
              tyson Tyson Phillips (Inactive) made changes -
              Link This issue is blocked by CORE-351 [ CORE-351 ]
              tyson Tyson Phillips (Inactive) made changes -
              Link This issue relates to CORE-351 [ CORE-351 ]
              admin Paul Phillips made changes -
              Status Resolved [ 5 ] Closed [ 6 ]

                People

                • Assignee:
                  tyson Tyson Phillips (Inactive)
                  Reporter:
                  admin Paul Phillips
                • Votes:
                  0 Vote for this issue
                  Watchers:
                  2 Start watching this issue

                  Dates

                  • Created:
                    Updated:
                    Resolved:
                    Fix Release Date:
                    27/Aug/14