Commit 03afd8a8 authored by Kati Paizee's avatar Kati Paizee

Merge branch 'a_akgun-master-patch-74181' into 'master'

Docs for trial lead flow

See merge request gitlab-org/gitlab!82883
parents eccbefc7 5319371d
......@@ -92,7 +92,48 @@ The flow of a PQL lead is as follows:
1. Marketo does scoring and sends the form to Salesforce.
1. Our Sales team uses Salesforce to connect to the leads.
### Lead flow on GitLab.com
### Trial lead flow
#### Trial lead flow on GitLab.com
```mermaid
sequenceDiagram
Trial Frontend Forms ->>TrialsController#create_lead: GitLab.com frontend sends [lead] to backend
TrialsController#create_lead->>CreateLeadService: [lead]
TrialsController#create_lead->>ApplyTrialService: [lead] Apply the trial
CreateLeadService->>SubscriptionPortalClient#generate_trial(sync_to_gl=false): [lead] Creates customer account on CustomersDot
ApplyTrialService->>SubscriptionPortalClient#generate_trial(sync_to_gl=true): [lead] Asks CustomersDot to apply the trial on namespace
SubscriptionPortalClient#generate_trial(sync_to_gl=false)->>CustomersDot|TrialsController#create(sync_to_gl=false): GitLab.com sends [lead] to CustomersDot
SubscriptionPortalClient#generate_trial(sync_to_gl=true)->>CustomersDot|TrialsController#create(sync_to_gl=true): GitLab.com asks CustomersDot to apply the trial
```
#### Trial lead flow on CustomersDot (sync_to_gl)
```mermaid
sequenceDiagram
CustomersDot|TrialsController#create->>HostedPlans|CreateTrialService#execute: Save [lead] to leads table for monitoring purposes
HostedPlans|CreateTrialService#execute->>BaseTrialService#create_account: Creates a customer record in customers table
HostedPlans|CreateTrialService#create_platypus_lead->>PlatypusLogLeadService: Creates a platypus lead
HostedPlans|CreateTrialService#create_platypus_lead->>Platypus|CreateLeadWorker: Async worker to submit [lead] to Platypus
Platypus|CreateLeadWorker->>Platypus|CreateLeadService: [lead]
Platypus|CreateLeadService->>PlatypusApp#post: [lead]
PlatypusApp#post->>Platypus: [lead] is sent to Platypus
```
#### Applying the trial to a namespace on CustomersDot
```mermaid
sequenceDiagram
HostedPlans|CreateTrialService->load_namespace#Gitlab api/namespaces: Load namespace details
HostedPlans|CreateTrialService->create_order#: Creates an order in orders table
HostedPlans|CreateTrialService->create_trial_history#: Creates a record in trial_histories table
```
### Hand raise lead flow
#### Hand raise flow on GitLab.com
```mermaid
sequenceDiagram
......@@ -100,9 +141,9 @@ sequenceDiagram
TrialsController#create_hand_raise_lead->>CreateHandRaiseLeadService: [lead]
CreateHandRaiseLeadService->>SubscriptionPortalClient: [lead]
SubscriptionPortalClient->>CustomersDot|TrialsController#create_hand_raise_lead: GitLab.com sends [lead] to CustomersDot
```
```
### Lead flow on CustomersDot and later
#### Hand raise flow on CustomersDot
```mermaid
sequenceDiagram
......@@ -111,9 +152,9 @@ sequenceDiagram
Platypus|CreateLeadWorker->>Platypus|CreateLeadService: [lead]
Platypus|CreateLeadService->>PlatypusApp#post: [lead]
PlatypusApp#post->>Platypus: [lead] is sent to Platypus
```
```
### Lead flow after Platypus
### PQL flow after Platypus for all lead types
```mermaid
sequenceDiagram
......
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