Commit graph

35 commits

Author SHA1 Message Date
Eric
2d8ebb4388
Website: Update CRM helper and usage (#23670)
Changes:
- Updated the update-or-create-contact-and-account helper to update
created contact records with a psychological stage
- Updated places where we were using the
update-or-create-contact-and-account helper to set a contact source on
new records.
2024-11-11 12:35:49 -06:00
Eric
05f9f5dd77
Website: update values set by SF helpers. (leadSource » contactSource) (#21408)
Changes:
- Updated the `update-or-create-contact-and-account` helper to set a
"Contact source" on new contact records created.
- Updated everywhere where a lead source was being set to instead set a
contact source
2024-08-19 15:42:49 -05:00
Eric
673368332b
Website: Update lead source on contact records (#20383)
Changes:
- Updated signup.js to add the "Website - Sign up" lead source to new
contact records.
2024-07-11 11:31:05 -05:00
Eric
0abe6ab6f5
Website: follow-up changes from backend code review (#20174)
Closes: #20102

Changes:
- Replaced timers.setImmediate with `.exec()` when CRM records are
updated in the background
- Removed the `\s` replacement during relative link modification in
build-static-content and added a comment explaining why we replace URL
encoded spaces in links.
2024-07-02 17:00:10 -05:00
Eric
2af2c41572
Website: Update round robin in salesforce helpers & move lead creation to save-questionnaire-progress. (#19209)
Closes: #18932

Changes:
- Updated `update-or-create-contact-and-account.js` to not round robin
new account records created.
- Updated create-lead to reassign accounts owned by the integrations
admin user when a new lead is created.
- Updated logged warnings in signup, deliver-contact-form-message and
deliver-talk-to-us-form-submission.
- Updated signup.js to not create salesforce leads (only account and
contact records)
- Updated save-questionnaire-progress to create Salesforce leads when we
know the user has a use case for Fleet.
2024-05-27 16:43:40 -05:00
Eric
31f8c7e548
Website: Create new Salesforce helper, update contact form actions and signup action. (#19082)
Changes:
- Added a new helper:
`salesforce/update-or-create-contact-and-account-and-create-lead`, a
wrapper for the `update-or-create-contact-and-account` and `create-lead`
helpers that is intended to be run in the background.
- Updated the `signup`, `deliver-contact-form-message`, and
`deliver-talk-to-us-form-submission` actions to use the new helper
2024-05-16 15:38:09 -05:00
Eric
cde4a61bd3
Website: requested changes from website review (#18923)
Changes:
- Moved the logic for redirecting users to the license dispenser after
they login/sign up into the page scripts for the login and register
pages.
- Updated error messages in the create lead helper
2024-05-10 16:33:45 -05:00
Eric
63f8850877
Website: replace zapier request in signup.js with createLead() (#18688)
Closes: https://github.com/fleetdm/confidential/issues/6355

Changes:
- Replaced the reqeust to zapier in `signup.js` with
`sails.helpers.salesforce.createLead()`.
- Updated signup.js to only call the salesforce helpers when the website
is running in a production environment.
- Updated the `createLead` to handle errors when retrieving or creating
salesforce records, and to set a provided `numberOfHosts` and
`primaryBuyingSituation` on created lead records.
2024-05-01 16:25:12 -05:00
Eric
a9f79eacd4
Website: Update zapier webhook request in signup action. (#18648)
Closes: #18643

Changes:
- Updated the response from the `updateOrCreateAccountAndContact` helper
when running the website in a development environment.
- Updated the Zapier webhook request in the signup action to send the
contact and account IDs returned from the
`updateOrCreateAccountAndContact` helper.
2024-04-30 13:38:38 -05:00
Mike McNeil
e4f1339d6e
Website: sails.helpers.iq.getEnriched() and use code instead of nocode (#18538)
Co-authored-by: Eric <eashaw@sailsjs.com>
2024-04-26 01:50:31 -05:00
Eric
70745dcf24
Website: update "Get your license" link & login/register pages. (#18489)
Closes: https://github.com/fleetdm/confidential/issues/6199

Changes:
- Updated view-new-license to redirect non-logged-in users to the
/register page (it was previously doing this, but had a policy applied,
so non-logged-in users were always redirected to the signup page.)
- Updated the /register page to support a new input: `purchaseLicense`.
If this query string is provided, the register page will redirect users
who sign up to the /new-license page.
- Updated the /login page to support a new input: `purchaseLicense`. If
this query string is provided, the login page will redirect users who
log in to the /new-license page.
- Updated policies to bypass the is-logged-in policy for the
/new-license page.
- Updated the "get your license" link in the website nav menu to go to
the /new-license page.
2024-04-23 12:25:29 -05:00
Eric
b2c57cd424
Website: Move banned email domains to config variables (#18412)
Closes: https://github.com/fleetdm/confidential/issues/6158

Changes:
- Added two new config variables to website/config/custom:
- `bannedEmailDomainsForCSRSigning` An array of email domains that are
not allowed for CSR signing requests
- `bannedEmailDomainsForWebsiteSubmissions` an array of email domains
that are not allowed for website signups and contact form submissions.
- Updated the `deliver-apple-csr`, `deliver-talk-to-us-form-submission`,
`deliver-contact-form-message`, and `signup` actions to use the new
config variables.
2024-04-18 18:35:56 -05:00
Mike McNeil
60ec4be047
update list of email domains (#18397)
Relates to (but does not close):
https://github.com/fleetdm/confidential/issues/6158


## Why is that linked issue not public?
<img width="1083" alt="image"
src="https://github.com/fleetdm/fleet/assets/618009/f10d69ed-e4d9-4206-b95f-e2b407e0ae1c">
2024-04-18 11:39:51 -05:00
Eric
a0d1172f89
Website Update /start signup flow. (#18027)
Closes: #17958

Changes:
- Updated the primary and secondary CTAs site-wide
- Updated the /start page to have a multi-stage form that users can fill
out to personalize their onboarding experience
- Updated the signup action to not set a `primaryBuyingSituation` on new
user records (This will now be set when users progress through the
/start form)
- Added two new attributes to the `User` model:
`currentGetStartedQuestionnarieStep` and
`getStartedQuestionnarieAnswers` that save user's progress in the /start
form.


Before this PR can be merged we will need to:
- [x] Update the Zapier webhook that runs when new users sign up to no
longer expect a `primaryBuyingSituation` value
- [ ] Update the User table in the website's database
- [ ] Migrate the existing user records
2024-04-04 11:13:53 -05:00
Eric
b10d1db3f5
Website: Add primaryBuyingSituation attribute to User model. (#17638)
Changes:
- Added a new attribute to the `User` model: `primaryBuyingSituation`
- Updated `signup.js` to set this value on new User accounts


Before this PR can be merged, we will need to:
- [ ] Add the new column to the User table in the website's database
- [ ] Set a default value for existing User records.

---------

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2024-03-19 17:45:20 -05:00
Eric
b1e73387ea
Website: update signup forms and license dispenser (#17572)
Closes: #16697

Changes:
- Updated the managed cloud feature in `pricing-features-table.yml` to
note that is only available for >700 hosts
- Updated `signup.js` to accept one new input `primaryBuyingSituation`
and to throw an error if someone signs up with a personal email address.
- Updated the /customers/register page to ask users signing up what they
will be using Fleet for, and to display an error if a user signs up with
a personal email address.
- Updated the /try-fleet/register page to show an error if a user signs
up with a personal email address
- Updated the /customers/new-license page to:
- only show the quoted price for users creating a quote for >700 hosts
- Add a checkbox to the billing form for users to confirm that they
understand they are buying a license for self-hosted Fleet Premium
2024-03-14 12:28:35 -05:00
Eric
b36256a053
Website: Update /try-fleet (#17608)
Changes:
- Added `/start`, a page where users can choose whether to run a local
demo of Fleet, or purchase a Fleet Premium license
- Updated all "Try it now" links to go to the `/register` page.
- Updated the URL and added redirects:
   - `/customers/new-license` » `/new-license`
   - `/try-fleet/fleetctl-preview` » `/try-fleet`
   - `/customers/register` » `/register`
   - `/customers/login` » `/login`
- Removed the `/try-fleet/login` and `/try-fleet/register` pages
- Updated the /try-fleet/explore-data pages to redirect logged-out-users
to the /register page
- Updated policies, routes, and importer.less

---------

Co-authored-by: Mike Thomas <78363703+mike-j-thomas@users.noreply.github.com>
2024-03-14 10:28:23 -05:00
Eric
94cd621360
Website: Update signup.js (#17470)
Related to: https://github.com/fleetdm/confidential/issues/5695

Changes:
- Updated `signup.js` to send a request to Zapier.
2024-03-11 10:48:41 -05:00
Eric
4a6bf0d447
2023-10-24 Website: Update /try-fleet (#14638)
Closes: https://github.com/fleetdm/confidential/issues/4015

Changes:
- Changed the url for `/fleetctl-preview` to
`/try-fleet/fleetctl-preview`
- Updated the controller for the `/fleetctl-preview` page to redirect
non-logged-in users to `/try-fleet/login`
- Removed the route for `/try-fleet/sandbox-expired`, and added a
redirect going to `/try-fleet/fleetctl-preview`.
- Updated the controller for `/try-fleet/sandbox` to redirect the users
without a non-expired Sandbox instance to `/try-fleet/fleetctl-preview`.
- Updated `signup.js` to not provision Fleet sandbox instances for
users.
- Updated the `User` model to support a third `signupReason`: "Try
Fleet"
- Updated `/try-fleet/register` to submit "Try Fleet" as a
`signupReason` when users sign up.
- Renamed the files for the `/fleetctl-preview` page (`get-started` »
`fleetctl-preview`)
- Updated/removed Fleet Sandbox related handbook sections.
- Replaced the "Fleet vs Fleet Sandbox" section in the deploying
documentation with a note about `fleetctl preview`.
- Updated links to Fleet Sandbox in articles.

---------

Co-authored-by: Mike Thomas <78363703+mike-j-thomas@users.noreply.github.com>
2023-10-20 13:59:18 -05:00
Eric
46802ee56a
Website: Add admin page to manage the Fleet Sandbox waitlist (#13111)
Closes: #12954

Changes:
- Added an admin page that displays a table containing all of the users
that are currently on the Fleet Sandbox waitlist where admins can
approve waitlisted users.
- Added a new email template that tells users that their Fleet Sandbox
instance is ready.
- Added a new action:
`admin/provision-sandbox-instance-and-deliver-email.js`, an action that
provisions a Fleet sandbox instance for a single user and sends them an
email telling them that their Fleet Sandbox Instance is ready.
- Added a script that provisions a Fleet Sandbox instance for the user
who has been on the waitlist the longest and sends them an email telling
them that their Sandbox instance is ready.
2023-08-04 18:32:00 -05:00
Eric
47227d7bd3
Website: add Fleet Sandbox waitlist (#13028)
Changes:
- Added a new config variable:
`sails.config.custom.fleetSandboxWaitlistEnabled`
- Added a new attribute to the website's `user` model:
`inSandboxWaitlist`
- Updated `signup.js` to create user accounts without a Fleet sandbox
instance and `inSandboxWaitlist` set to true if
`sails.config.custom.fleetSandboxWaitlistEnabled` is true.
- Added /try-fleet/waitlist, a page that shows a message to users who
have been added to the Fleet sandbox waitlist.
- renamed`view-sandbox-teleporter-or-redirect-because-expired.js` to
`view-sandbox-teleporter-or-redirect-because-expired-or-waitlist.js` and
updated it to redirect users who are on the Fleet Sandbox waitlist to
/try-fleet/waitlist

Before this PR can be merged, we need to:
- [x] Add `sails.config.custom.fleetSandboxWaitlistEnabled` config
variable in Heroku.
- [x] Add the new attribute to the user table in the website's database
- [x] Update existing `user` records to have the new attribute (set to
false)
..
2023-07-28 18:56:54 -05:00
Eric
a6551e43d7
Website: Update signup error handling when there is a Stripe related error. (#10042)
Closes: https://github.com/fleetdm/confidential/issues/1748

Changes:
- Added an error that is thrown if a Stripe customer cannot be created
for a new user.
- Updated `signup.js` to create Stripe customers for new users before
the new record is saved in the database. This helps prevent situations
where users are shown an error message when they submit the signup form,
but their account was actually created (without a `stripeCustomerId`).
2023-02-24 17:00:15 -06:00
Eric
9a8024d5c9
Website: Update signup.js error handling and increase timeout in Sandbox provisioner request (#9818)
Changes:
- Updated `signup.js` to:
   - Add a new exit: `requestToSandboxTimedOut`
- Increased the timeout on the request to the Fleet Sandbox provisioner
from 5000ms to 10000ms
- Changed the error thrown when a request times out to a logged warning.
- return the `requestToSandboxTimedOut` exit when a request to the Fleet
Sandbox provisioner times out.
- Added an error message to the Sandbox registration page for when
requests time out
2023-02-14 11:58:12 -06:00
Eric
16eb5ef1ea
Website: Update required Fleet Sandbox registration form inputs (#9293)
Changes:
- Updated the Fleet sandbox registration page to make a first name, last
name, and organization required.
- Removed the "REQUIRED" label from the email address input on the Fleet
Sandbox registration page and removed styles for it from the page's
stylesheet.
- Updated the `organization` input of `signup.js` to be required.
- Changed the POST request to Zapier in `signup.js` to always use the
information provided.
2023-01-11 19:35:12 -06:00
Eric
b5d2d0c4b4
Increase Fleet Sandbox time to five days (#9251)
Changes:
- Updated the expiration timestamp of new Fleet Sandbox instances to be
five days from when a user signs up. (Previously 24 hours)
2023-01-10 17:48:36 -06:00
Eric
9bd023dbbf
Website: Add optional inputs to Fleet Sandbox registration form. (#9203)
cc: @alexmitchellii

Changes:
- Added optional inputs to the Fleet Sandbox signup page:
   - First name
   - Last name
   - Organization
- Updated signup.js to send the optional inputs to the Zapier webhook

Co-authored-by: Mike McNeil <mikermcneil@users.noreply.github.com>
2023-01-06 18:37:10 -06:00
Zach Wasserman
fce4bae018
Fix typos in website code (#9015) 2022-12-13 15:33:23 -08:00
Eric
48f86b21b1
Website: Add admin tool for generating Fleet Premium licenses. (#8478)
* create admin/generate-license page

* create generate-license-key action, update routes, policies, importer, regenerate cloud-sdk

* update layouts

* use moment

* Update view-generate-license.js

* Fixing lint errors

* Update generate-license-key.js

* Update redirects in is-super-admin policy

* redirect super admins to the license generator

* Update login form

* requested changes from mike-j-thomas

* Update generate-license.page.js

* Update is-super-admin.js

* Update view-login.js

* Update generate-license-key.js

* Update generate-license-key.js

* use naming convention for js timestamps

* validTo » expiresAt

Co-authored-by: Mike McNeil <mikermcneil@users.noreply.github.com>
2022-12-05 14:53:16 -06:00
Eric
e9b550206f
update error handling (#8548)
Co-authored-by: Mike McNeil <mikermcneil@users.noreply.github.com>
2022-11-07 12:16:51 -06:00
Eric
53939e7858
Website: update billing info form for Fleet Sandbox users purchasing a license (#7748)
* add additional inputs to billing info form

* adjust layout, update labels to match wireframes

* update inputs

* rebuild cloud-sdk with new inputs

* Remove focus from billing info form

* update updateOne inputs

* Add signupReason to the User model, update new-license page script and signup action

Co-authored-by: Mike Thomas <78363703+mike-j-thomas@users.noreply.github.com>
2022-10-04 14:35:09 -05:00
Eric
7974bdfa80
Website: Fleet Sandbox (#6380)
* create pages, add routes, update policies

* add new pages to importer

* sandbox page

* login -> sandbox-login

* Update login.less

* psuedo-code/code comments

* remove sandbox page

* Revert "remove sandbox page"

This reverts commit d5a1280759.

* view action drafts

* delete forgot-password page

* two new actions + draft code

* change action name

* Draft view actions and page scripts

* Update signup.js

* update comments

* update signup & sandbox-login page script

* update helper comments

* update helper usage in comments

* view-sandbox » view-sandbox-or-redirect

* Update helpers, actions, and routes

* login » sandbox-login

* update attributes on user model

* update signup action

* update page scripts and importer

* Update view-register.js

* html + css

* update signup and view-sandbox-or-redirect

* Password reset

Update user's sandbox password when they have a sandbox instance

* add new-sandbox, update sandbox page

- `/try-fleet/new-sandbox` added for users who don't have an existing Fleet Sandbox instance,
- `/sandbox` updated to redirect users to the `/demologin` endpoint of their Fleet Sandbox instance if it is still valid, or display the sandbox expired state
-  updated policies & routes

* layout and importer updates

* update sandbox-login links & page script

* update signup action

* change logout redirect location to homepage

* lint fixes

* lint fixes

* Update sandbox & sandbox-expired

* Comment updates

* update password requirements for existing pages

* remove /get-started route

* lint fixes

* replace env variable with url

* remove `required: false` from organization attribute on user model

* send redirectToSandbox from view instead of routes

* changes sandbox page name

* add 10 second timeout to /healthz check, add authorization header to cloud provisioner request

* update environment variable name

* update authorization header

* remove /new-sandbox

* update unauthorized response to redirect to correct login screen

* update comments

* update layout

* replace new-sandbox redirects with consistency violation errors

* Provision Fleet sandbox for users logging in

* Revert "Provision Fleet sandbox for users logging in"

This reverts commit 6297c33892.

* Revert "Revert "Provision Fleet sandbox for users logging in""

This reverts commit c2a2567b68.

* Revert "Revert "Revert "Provision Fleet sandbox for users logging in"""

This reverts commit acc178ea76.

* update sandbox-login mobile styles

* update sandbox-expired page to match latest wireframes

* remove required: false and planned changes comments, update signup errors and behavior

* update error

* lint fix on updated error

* Update error's indentation

* remove added forgot-password flow, add redirect for sandbox users changing their password

* Use fleetSandboxDemoKey to login to Fleet Sandbox, remove password changing flow

* update bootstrap to give admin user an expired sandbox

* Update signup.js

* remove unused exits, revert password recovery email changes

* required:false is implied if unspecified, so can be omitted

* Remove defaultsTo: '', since it is not needed

This applies the changes discussed in https://github.com/fleetdm/fleet/pull/6380#discussion_r929538495

It also makes two other trivial changes.

* Eliminate another unnecessary require:false

I think this one is actually baked into the sails-generate template.

* remove custom password validation

* update page name (sandbox-teleporter) and view action name

* revert minor changes to existing files

* update sandbox login friendlyName

* Update unauthorized response to redirect to /login

* Delete new-sandbox.less

* update layouts and importer

* add /fleetctl-preview route for old get-started page, update sandbox route

* update signup action with changes from review, add retry() to cloud provisioner request

* Update routes.js

* add missing comma to route

* update layout, fix typo in signup

* Update sandbox-expired.ejs

* lint fixes

* Update download-sitemap.js

* small whitespace changes, regenerate cloud-sdk

* remove placeholder text in password inputs

* add loading spinner to sandbox teleporter

* add logout button to header nav

* hide header on sandbox-teleporter

* update errors, check if a user already exists before cloud provisioner request

* Update sandbox-teleporter.page.js

* Update sandbox-teleporter.page.js

* Update signup.js

* resize loading spinner, history.pushState() » history.replaceState()

* send users who reset their password back to the fleetdm.com homepage

* Add Zapier webhook request for sandbox signups

* rebuild-scloud-sdk after resolving merge conflict

* update zapier request error

* Add comment w/ context about how Zapier responds with a 2xx even if there was a problem

* Update links to /get-started to go to /try-fleet/register, change /get-started redirect

* Revert changes to links

* add /test-fleet-sandbox redirect, revert /try-fleet redirect

* send logged out users to the sandbox login page when they go to /try-fleet/sandbox

Co-authored-by: Mike McNeil <mikermcneil@users.noreply.github.com>
2022-08-12 17:31:01 -05:00
Eric
edcf09febd
Website: add Zapier webhook to signup.js (#7177)
* Add Zapier webhook request to signup form, add signupReason input

* webhook-secret » webhookSecret
2022-08-11 21:05:24 -05:00
eashaw
645490019e
Update customer portal styles (#3663)
* Add more specific error for login.js

* fix typo, add can I use comment

* adjust padding for quote preview

* update quoted price when number of hosts change

* update footer link layout

* fix lint error
2022-01-17 14:26:40 +09:00
eashaw
e335e835c9
Add customer portal and license dispenser to fleetdm.com (#3546)
* Add images for customer portal, dashboard, and email templates

* updated email layout and reset password template, new email template

* update ajax-button component to have an optional spinner

* updated cloud-error & stripe-card-element component styles

* updates to user model, add quote and subscription

* Login, signup, forgot password, update profile

* link to customer portal from pricing

* new-license page, bootstrap updates

* create quote action, dashboard page, update routes

* Add new page styles to importer, update component styles

* updates to js-timestamp

* update modal styles and layout

* using @submitted on ajax form, controller updates

* Update create-quote.js

* updates to quote model, action updates, truncate license key on dashboard

* update email layout, subscribe action, user model

* Update importer.less

* style updates, order confirmation

* use correct font

* style updates

* create license key

* new-license page changes

* signup page changes

* add billing format to js-timestamp component, dashboard updates, change password

* swap get started link for customers

* order -> subscription

* Update login.ejs

* Lint fixes, page updates, mobile styles

* remove edit-profile route, update layout, bootstrap, forms

* change customer-layout name to match other layout names, update copyright year in layouts

* changes requested from code review and #3570

* submit button width, contact font-size

* Update dashboard.less

* Update bootstrap-overrides.less

* slack logo update, login text
2022-01-04 20:02:42 -06:00
Mike McNeil
27eae209fd
Move fleetdm.com into main Fleet repo (#83)
* rename dir

* no need to install website or docs from npm

At some point, would also be nice to be able to exclude assets/ as well, and to only install a pre-built version of Fleet's frontend code

* Bring in fleetdm.com website

From https://github.com/fleetdm/fleetdm.com as of https://github.com/fleetdm/fleetdm.com/releases/tag/v0.0.21

* add procfile for heroku

Using https://github.com/timanovsky/subdir-heroku-buildpack

* avoid getting anybody's hopes up

* Create deploy-fleet-website.yml (#82)

* Create deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* update pjs with SPDX-like license expressions.  also fix repo URL

and remove package lock

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* remove dummy uri

* Dissect deploy script

* Update deploy-fleet-website.yml

* workaround for eslintrc nesting issue

* lint fixes

* forgot the .js

* add per-commit git config

* Update deploy-fleet-website.yml

* might as well remove that

* cleanup

* connect w/ heroku app and have it actually push

* fix bug I introduced in 578a1a01ff

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* the beauty, the glory, of javascript

* GH actions don't like "\n"

* Update deploy-fleet-website.yml

* restore \n chars from 0d45e568f6

hoping I was wrong in 0d45e568f6 but see also https://github.community/t/what-is-the-correct-character-escaping-for-workflow-command-values-e-g-echo-xxxx/118465/5

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* Update deploy-fleet-website.yml

* rename script to prevent duplicate building

* Configure the real website

* clean up

* a test of the deploy workflow

* add handbook to npmignore

* I guess you could call this fixing a typo

* point workflow at master branch

* now clearly bogus: this completely unused version string
2020-12-02 14:48:03 -06:00