[AC-1863] Send initiationPath on organization or user signup (#7747)

* Sent initiation path for organization and user signups

* Rename organizationQueryParameter > organizationTypeQueryParameter

* Jared's feedback

* Split PM & SM initiation path

apps/web/src/app/auth/register-form/register-form.component.ts

@@ -70,7 +70,6 @@ export class RegisterFormComponent extends BaseRegisterComponent {
   async ngOnInit() {
     await super.ngOnInit();
     this.referenceData = this.referenceDataValue;
-
     if (this.queryParamEmail) {
       this.formGroup.get("email")?.setValue(this.queryParamEmail);
     }

apps/web/src/app/auth/trial-initiation/secrets-manager/secrets-manager-trial-billing-step.component.ts

@@ -1,183 +0,0 @@
-import { Component, EventEmitter, Input, OnInit, Output, ViewChild } from "@angular/core";
-import { FormBuilder, Validators } from "@angular/forms";
-
-import { ApiService } from "@bitwarden/common/abstractions/api.service";
-import { OrganizationBillingServiceAbstraction as OrganizationBillingService } from "@bitwarden/common/billing/abstractions/organization-billing.service";
-import { PaymentMethodType, PlanType } from "@bitwarden/common/billing/enums";
-import { PlanResponse } from "@bitwarden/common/billing/models/response/plan.response";
-import { ProductType } from "@bitwarden/common/enums";
-import { I18nService } from "@bitwarden/common/platform/abstractions/i18n.service";
-import { MessagingService } from "@bitwarden/common/platform/abstractions/messaging.service";
-import { PlatformUtilsService } from "@bitwarden/common/platform/abstractions/platform-utils.service";
-
-import { BillingSharedModule, PaymentComponent, TaxInfoComponent } from "../../../billing/shared";
-
-export interface OrganizationInfo {
-  name: string;
-  email: string;
-}
-
-export interface OrganizationCreatedEvent {
-  organizationId: string;
-  planDescription: string;
-}
-
-enum SubscriptionCadence {
-  Monthly,
-  Annual,
-}
-
-export enum SubscriptionType {
-  Teams,
-  Enterprise,
-}
-
-@Component({
-  selector: "app-secrets-manager-trial-billing-step",
-  templateUrl: "secrets-manager-trial-billing-step.component.html",
-  imports: [BillingSharedModule],
-  standalone: true,
-})
-export class SecretsManagerTrialBillingStepComponent implements OnInit {
-  @ViewChild(PaymentComponent) paymentComponent: PaymentComponent;
-  @ViewChild(TaxInfoComponent) taxInfoComponent: TaxInfoComponent;
-  @Input() organizationInfo: OrganizationInfo;
-  @Input() subscriptionType: SubscriptionType;
-  @Output() steppedBack = new EventEmitter();
-  @Output() organizationCreated = new EventEmitter<OrganizationCreatedEvent>();
-
-  loading = true;
-
-  annualCadence = SubscriptionCadence.Annual;
-  monthlyCadence = SubscriptionCadence.Monthly;
-
-  formGroup = this.formBuilder.group({
-    cadence: [SubscriptionCadence.Annual, Validators.required],
-  });
-  formPromise: Promise<string>;
-
-  applicablePlans: PlanResponse[];
-  annualPlan: PlanResponse;
-  monthlyPlan: PlanResponse;
-
-  constructor(
-    private apiService: ApiService,
-    private i18nService: I18nService,
-    private formBuilder: FormBuilder,
-    private messagingService: MessagingService,
-    private organizationBillingService: OrganizationBillingService,
-    private platformUtilsService: PlatformUtilsService,
-  ) {}
-
-  async ngOnInit(): Promise<void> {
-    const plans = await this.apiService.getPlans();
-    this.applicablePlans = plans.data.filter(this.isApplicable);
-    this.annualPlan = this.findPlanFor(SubscriptionCadence.Annual);
-    this.monthlyPlan = this.findPlanFor(SubscriptionCadence.Monthly);
-    this.loading = false;
-  }
-
-  async submit(): Promise<void> {
-    this.formPromise = this.createOrganization();
-
-    const organizationId = await this.formPromise;
-    const planDescription = this.getPlanDescription();
-
-    this.platformUtilsService.showToast(
-      "success",
-      this.i18nService.t("organizationCreated"),
-      this.i18nService.t("organizationReadyToGo"),
-    );
-
-    this.organizationCreated.emit({
-      organizationId,
-      planDescription,
-    });
-
-    this.messagingService.send("organizationCreated", organizationId);
-  }
-
-  protected changedCountry() {
-    this.paymentComponent.hideBank = this.taxInfoComponent.taxInfo.country !== "US";
-    if (
-      this.paymentComponent.hideBank &&
-      this.paymentComponent.method === PaymentMethodType.BankAccount
-    ) {
-      this.paymentComponent.method = PaymentMethodType.Card;
-      this.paymentComponent.changeMethod();
-    }
-  }
-
-  protected stepBack() {
-    this.steppedBack.emit();
-  }
-
-  private async createOrganization(): Promise<string> {
-    const plan = this.findPlanFor(this.formGroup.value.cadence);
-    const paymentMethod = await this.paymentComponent.createPaymentToken();
-
-    const response = await this.organizationBillingService.purchaseSubscription({
-      organization: {
-        name: this.organizationInfo.name,
-        billingEmail: this.organizationInfo.email,
-      },
-      plan: {
-        type: plan.type,
-        passwordManagerSeats: 1,
-        subscribeToSecretsManager: true,
-        isFromSecretsManagerTrial: true,
-        secretsManagerSeats: 1,
-      },
-      payment: {
-        paymentMethod,
-        billing: {
-          postalCode: this.taxInfoComponent.taxInfo.postalCode,
-          country: this.taxInfoComponent.taxInfo.country,
-          taxId: this.taxInfoComponent.taxInfo.taxId,
-          addressLine1: this.taxInfoComponent.taxInfo.line1,
-          addressLine2: this.taxInfoComponent.taxInfo.line2,
-          city: this.taxInfoComponent.taxInfo.city,
-          state: this.taxInfoComponent.taxInfo.state,
-        },
-      },
-    });
-
-    return response.id;
-  }
-
-  private findPlanFor(cadence: SubscriptionCadence) {
-    switch (this.subscriptionType) {
-      case SubscriptionType.Teams:
-        return cadence === SubscriptionCadence.Annual
-          ? this.applicablePlans.find((plan) => plan.type === PlanType.TeamsAnnually)
-          : this.applicablePlans.find((plan) => plan.type === PlanType.TeamsMonthly);
-      case SubscriptionType.Enterprise:
-        return cadence === SubscriptionCadence.Annual
-          ? this.applicablePlans.find((plan) => plan.type === PlanType.EnterpriseAnnually)
-          : this.applicablePlans.find((plan) => plan.type === PlanType.EnterpriseMonthly);
-    }
-  }
-
-  private getPlanDescription(): string {
-    const plan = this.findPlanFor(this.formGroup.value.cadence);
-    const price =
-      plan.SecretsManager.basePrice === 0
-        ? plan.SecretsManager.seatPrice
-        : plan.SecretsManager.basePrice;
-
-    switch (this.formGroup.value.cadence) {
-      case SubscriptionCadence.Annual:
-        return `${this.i18nService.t("annual")} ($${price}/${this.i18nService.t("yr")})`;
-      case SubscriptionCadence.Monthly:
-        return `${this.i18nService.t("monthly")} ($${price}/${this.i18nService.t("monthAbbr")})`;
-    }
-  }
-
-  private isApplicable(plan: PlanResponse): boolean {
-    const hasSecretsManager = !!plan.SecretsManager;
-    const isTeamsOrEnterprise =
-      plan.product === ProductType.Teams || plan.product === ProductType.Enterprise;
-    const notDisabledOrLegacy = !plan.disabled && !plan.legacyYear;
-    return hasSecretsManager && isTeamsOrEnterprise && notDisabledOrLegacy;
-  }
-}

apps/web/src/app/auth/trial-initiation/secrets-manager/secrets-manager-trial-free-stepper.component.html

@@ -5,7 +5,11 @@
     [subLabel]="subLabels.createAccount"
     [addSubLabelSpacing]="true"
   >
-    <app-register-form [isInTrialFlow]="true" (createdAccount)="accountCreated($event)">
+    <app-register-form
+      [referenceDataValue]="referenceEventRequest"
+      [isInTrialFlow]="true"
+      (createdAccount)="accountCreated($event)"
+    >
     </app-register-form>
   </app-vertical-step>
   <app-vertical-step

apps/web/src/app/auth/trial-initiation/secrets-manager/secrets-manager-trial-free-stepper.component.ts

@@ -1,9 +1,10 @@
-import { Component, ViewChild } from "@angular/core";
+import { Component, OnInit, ViewChild } from "@angular/core";
 import { UntypedFormBuilder, Validators } from "@angular/forms";
 import { Router } from "@angular/router";
 
 import { OrganizationBillingServiceAbstraction as OrganizationBillingService } from "@bitwarden/common/billing/abstractions/organization-billing.service";
 import { PlanType } from "@bitwarden/common/billing/enums";
+import { ReferenceEventRequest } from "@bitwarden/common/models/request/reference-event.request";
 import { I18nService } from "@bitwarden/common/platform/abstractions/i18n.service";
 
 import { VerticalStepperComponent } from "../../trial-initiation/vertical-stepper/vertical-stepper.component";
@@ -12,7 +13,7 @@ import { VerticalStepperComponent } from "../../trial-initiation/vertical-steppe
   selector: "app-secrets-manager-trial-free-stepper",
   templateUrl: "secrets-manager-trial-free-stepper.component.html",
 })
-export class SecretsManagerTrialFreeStepperComponent {
+export class SecretsManagerTrialFreeStepperComponent implements OnInit {
   @ViewChild("stepper", { static: false }) verticalStepper: VerticalStepperComponent;
 
   formGroup = this.formBuilder.group({
@@ -39,6 +40,8 @@ export class SecretsManagerTrialFreeStepperComponent {
 
   organizationId: string;
 
+  referenceEventRequest: ReferenceEventRequest;
+
   constructor(
     protected formBuilder: UntypedFormBuilder,
     protected i18nService: I18nService,
@@ -46,6 +49,11 @@ export class SecretsManagerTrialFreeStepperComponent {
     private router: Router,
   ) {}
 
+  ngOnInit(): void {
+    this.referenceEventRequest = new ReferenceEventRequest();
+    this.referenceEventRequest.initiationPath = "Secrets Manager trial from marketing website";
+  }
+
   accountCreated(email: string): void {
     this.formGroup.get("email")?.setValue(email);
     this.subLabels.createAccount = email;

apps/web/src/app/auth/trial-initiation/secrets-manager/secrets-manager-trial-paid-stepper.component.html

@@ -5,7 +5,11 @@
     [subLabel]="createAccountLabel"
     [addSubLabelSpacing]="true"
   >
-    <app-register-form [isInTrialFlow]="true" (createdAccount)="accountCreated($event)">
+    <app-register-form
+      [referenceDataValue]="referenceEventRequest"
+      [isInTrialFlow]="true"
+      (createdAccount)="accountCreated($event)"
+    >
     </app-register-form>
   </app-vertical-step>
   <app-vertical-step
@@ -24,21 +28,22 @@
     </button>
   </app-vertical-step>
   <app-vertical-step label="{{ 'billing' | i18n | titlecase }}" [subLabel]="billingSubLabel">
-    <app-secrets-manager-trial-billing-step
+    <app-trial-billing-step
       *ngIf="stepper.selectedIndex === 2"
       [organizationInfo]="{
         name: formGroup.get('name').value,
-        email: formGroup.get('email').value
+        email: formGroup.get('email').value,
+        type: productType
       }"
-      [subscriptionType]="paidSubscriptionType"
+      [subscriptionProduct]="SubscriptionProduct.SecretsManager"
       (steppedBack)="steppedBack()"
       (organizationCreated)="organizationCreated($event)"
-    ></app-secrets-manager-trial-billing-step>
+    ></app-trial-billing-step>
   </app-vertical-step>
   <app-vertical-step label="{{ 'confirmationDetails' | i18n | titlecase }}">
     <app-trial-confirmation-details
       [email]="formGroup.get('email').value"
-      [orgLabel]="subscriptionType"
+      [orgLabel]="organizationTypeQueryParameter"
     ></app-trial-confirmation-details>
     <div class="tw-mb-3 tw-flex">
       <button type="button" bitButton buttonType="primary" (click)="navigateTo('vault')">

apps/web/src/app/auth/trial-initiation/secrets-manager/secrets-manager-trial-paid-stepper.component.ts

@@ -1,12 +1,14 @@
 import { Component, Input, ViewChild } from "@angular/core";
 
-import { VerticalStepperComponent } from "../../trial-initiation/vertical-stepper/vertical-stepper.component";
-import { SecretsManagerTrialFreeStepperComponent } from "../secrets-manager/secrets-manager-trial-free-stepper.component";
+import { ProductType } from "@bitwarden/common/enums";
 
 import {
   OrganizationCreatedEvent,
-  SubscriptionType,
-} from "./secrets-manager-trial-billing-step.component";
+  SubscriptionProduct,
+  TrialOrganizationType,
+} from "../../../billing/accounts/trial-initiation/trial-billing-step.component";
+import { VerticalStepperComponent } from "../../trial-initiation/vertical-stepper/vertical-stepper.component";
+import { SecretsManagerTrialFreeStepperComponent } from "../secrets-manager/secrets-manager-trial-free-stepper.component";
 
 @Component({
   selector: "app-secrets-manager-trial-paid-stepper",
@@ -14,7 +16,7 @@ import {
 })
 export class SecretsManagerTrialPaidStepperComponent extends SecretsManagerTrialFreeStepperComponent {
   @ViewChild("stepper", { static: false }) verticalStepper: VerticalStepperComponent;
-  @Input() subscriptionType: string;
+  @Input() organizationTypeQueryParameter: string;
 
   billingSubLabel = this.i18nService.t("billingTrialSubLabel");
   organizationId: string;
@@ -31,16 +33,24 @@ export class SecretsManagerTrialPaidStepperComponent extends SecretsManagerTrial
 
   get createAccountLabel() {
     const organizationType =
-      this.paidSubscriptionType == SubscriptionType.Enterprise ? "Enterprise" : "Teams";
+      this.productType === ProductType.TeamsStarter
+        ? "Teams Starter"
+        : ProductType[this.productType];
     return `Before creating your ${organizationType} organization, you first need to log in or create a personal account.`;
   }
 
-  get paidSubscriptionType() {
-    switch (this.subscriptionType) {
+  get productType(): TrialOrganizationType {
+    switch (this.organizationTypeQueryParameter) {
       case "enterprise":
-        return SubscriptionType.Enterprise;
+        return ProductType.Enterprise;
+      case "families":
+        return ProductType.Families;
       case "teams":
-        return SubscriptionType.Teams;
+        return ProductType.Teams;
+      case "teamsStarter":
+        return ProductType.TeamsStarter;
     }
   }
+
+  protected readonly SubscriptionProduct = SubscriptionProduct;
 }

apps/web/src/app/auth/trial-initiation/secrets-manager/secrets-manager-trial.component.html

@@ -21,7 +21,10 @@
             class="tw-flex tw-h-auto tw-w-full tw-gap-5 tw-rounded-t tw-bg-secondary-100"
           >
             <h2 class="tw-pb-4 tw-pl-4 tw-pt-5 tw-text-base tw-font-bold tw-uppercase">
-              {{ "startYour7DayFreeTrialOfBitwardenSecretsManagerFor" | i18n: subscriptionType }}
+              {{
+                "startYour7DayFreeTrialOfBitwardenSecretsManagerFor"
+                  | i18n: organizationTypeQueryParameter
+              }}
             </h2>
             <environment-selector
               class="tw-mr-4 tw-mt-6 tw-flex-shrink-0 tw-text-end"
@@ -32,7 +35,7 @@
           ></app-secrets-manager-trial-free-stepper>
           <app-secrets-manager-trial-paid-stepper
             *ngIf="!freeOrganization"
-            [subscriptionType]="subscriptionType"
+            [organizationTypeQueryParameter]="organizationTypeQueryParameter"
           ></app-secrets-manager-trial-paid-stepper>
         </div>
       </div>

apps/web/src/app/auth/trial-initiation/secrets-manager/secrets-manager-trial.component.ts

@@ -7,7 +7,7 @@ import { Subject, takeUntil } from "rxjs";
   templateUrl: "secrets-manager-trial.component.html",
 })
 export class SecretsManagerTrialComponent implements OnInit, OnDestroy {
-  subscriptionType: string;
+  organizationTypeQueryParameter: string;
 
   private destroy$ = new Subject<void>();
 
@@ -15,7 +15,7 @@ export class SecretsManagerTrialComponent implements OnInit, OnDestroy {
 
   ngOnInit(): void {
     this.route.queryParams.pipe(takeUntil(this.destroy$)).subscribe((queryParameters) => {
-      this.subscriptionType = queryParameters.org;
+      this.organizationTypeQueryParameter = queryParameters.org;
     });
   }
 
@@ -25,6 +25,6 @@ export class SecretsManagerTrialComponent implements OnInit, OnDestroy {
   }
 
   get freeOrganization() {
-    return this.subscriptionType === "free";
+    return this.organizationTypeQueryParameter === "free";
   }
 }

apps/web/src/app/auth/trial-initiation/trial-initiation.component.html

@@ -97,14 +97,18 @@
                 </button>
               </app-vertical-step>
               <app-vertical-step label="Billing" [subLabel]="billingSubLabel">
-                <app-billing
+                <app-trial-billing-step
                   *ngIf="stepper.selectedIndex === 2"
-                  [plan]="plan"
-                  [product]="product"
-                  [orgInfoForm]="orgInfoFormGroup"
-                  (previousStep)="previousStep()"
-                  (onTrialBillingSuccess)="billingSuccess($event)"
-                ></app-billing>
+                  [organizationInfo]="{
+                    name: orgInfoFormGroup.get('name').value,
+                    email: orgInfoFormGroup.get('email').value,
+                    type: trialOrganizationType
+                  }"
+                  [subscriptionProduct]="SubscriptionProduct.PasswordManager"
+                  (steppedBack)="previousStep()"
+                  (organizationCreated)="createdOrganization($event)"
+                >
+                </app-trial-billing-step>
               </app-vertical-step>
               <app-vertical-step label="Confirmation Details" [applyBorder]="false">
                 <app-trial-confirmation-details

apps/web/src/app/auth/trial-initiation/trial-initiation.component.ts

@@ -17,8 +17,13 @@ import { I18nService } from "@bitwarden/common/platform/abstractions/i18n.servic
 import { LogService } from "@bitwarden/common/platform/abstractions/log.service";
 import { StateService } from "@bitwarden/common/platform/abstractions/state.service";
 
+import {
+  OrganizationCreatedEvent,
+  SubscriptionProduct,
+  TrialOrganizationType,
+} from "../../billing/accounts/trial-initiation/trial-billing-step.component";
+
 import { RouterService } from "./../../core/router.service";
-import { SubscriptionType } from "./secrets-manager/secrets-manager-trial-billing-step.component";
 import { VerticalStepperComponent } from "./vertical-stepper/vertical-stepper.component";
 
 enum ValidOrgParams {
@@ -79,7 +84,6 @@ export class TrialInitiationComponent implements OnInit, OnDestroy {
     ValidOrgParams.individual,
   ];
   layouts = ValidLayoutParams;
-  orgTypes = ValidOrgParams;
   referenceData: ReferenceEventRequest;
   @ViewChild("stepper", { static: false }) verticalStepper: VerticalStepperComponent;
 
@@ -171,6 +175,10 @@ export class TrialInitiationComponent implements OnInit, OnDestroy {
       // Are they coming from an email for sponsoring a families organization
       // After logging in redirect them to setup the families sponsorship
       this.setupFamilySponsorship(qParams.sponsorshipToken);
+
+      this.referenceData.initiationPath = this.accountCreateOnly
+        ? "Registration form"
+        : "Password Manager trial from marketing website";
     });
 
     const invite = await this.stateService.getOrganizationInvitation();
@@ -241,6 +249,12 @@ export class TrialInitiationComponent implements OnInit, OnDestroy {
     this.verticalStepper.next();
   }
 
+  createdOrganization(event: OrganizationCreatedEvent) {
+    this.orgId = event.organizationId;
+    this.billingSubLabel = event.planDescription;
+    this.verticalStepper.next();
+  }
+
   navigateToOrgVault() {
     // FIXME: Verify that this floating promise is intentional. If it is, add an explanatory comment and ensure there is proper error handling.
     // eslint-disable-next-line @typescript-eslint/no-floating-promises
@@ -274,6 +288,15 @@ export class TrialInitiationComponent implements OnInit, OnDestroy {
     return this.i18nService.t(translationKey, this.org);
   }
 
+  get trialOrganizationType(): TrialOrganizationType {
+    switch (this.product) {
+      case ProductType.Free:
+        return null;
+      default:
+        return this.product;
+    }
+  }
+
   private setupFamilySponsorship(sponsorshipToken: string) {
     if (sponsorshipToken != null) {
       const route = this.router.createUrlTree(["setup/families-for-enterprise"], {
@@ -283,5 +306,5 @@ export class TrialInitiationComponent implements OnInit, OnDestroy {
     }
   }
 
-  protected readonly SubscriptionType = SubscriptionType;
+  protected readonly SubscriptionProduct = SubscriptionProduct;
 }

apps/web/src/app/auth/trial-initiation/trial-initiation.module.ts

@@ -10,7 +10,7 @@ import { SecretsManagerTrialFreeStepperComponent } from "../../auth/trial-initia
 import { SecretsManagerTrialPaidStepperComponent } from "../../auth/trial-initiation/secrets-manager/secrets-manager-trial-paid-stepper.component";
 import { SecretsManagerTrialComponent } from "../../auth/trial-initiation/secrets-manager/secrets-manager-trial.component";
 import { PaymentComponent, TaxInfoComponent } from "../../billing";
-import { BillingComponent } from "../../billing/accounts/trial-initiation/billing.component";
+import { TrialBillingStepComponent } from "../../billing/accounts/trial-initiation/trial-billing-step.component";
 import { EnvironmentSelectorModule } from "../../components/environment-selector/environment-selector.module";
 import { SharedModule } from "../../shared";
 
@@ -35,7 +35,6 @@ import { TeamsContentComponent } from "./content/teams-content.component";
 import { Teams1ContentComponent } from "./content/teams1-content.component";
 import { Teams2ContentComponent } from "./content/teams2-content.component";
 import { Teams3ContentComponent } from "./content/teams3-content.component";
-import { SecretsManagerTrialBillingStepComponent } from "./secrets-manager/secrets-manager-trial-billing-step.component";
 import { TrialInitiationComponent } from "./trial-initiation.component";
 import { VerticalStepperModule } from "./vertical-stepper/vertical-stepper.module";
 
@@ -50,14 +49,13 @@ import { VerticalStepperModule } from "./vertical-stepper/vertical-stepper.modul
     EnvironmentSelectorModule,
     PaymentComponent,
     TaxInfoComponent,
-    SecretsManagerTrialBillingStepComponent,
+    TrialBillingStepComponent,
   ],
   declarations: [
     TrialInitiationComponent,
     EnterpriseContentComponent,
     TeamsContentComponent,
     ConfirmationDetailsComponent,
-    BillingComponent,
     DefaultContentComponent,
     EnterpriseContentComponent,
     Enterprise1ContentComponent,

apps/web/src/app/billing/accounts/trial-initiation/billing.component.html

@@ -1,78 +0,0 @@
-<form #form [formGroup]="formGroup" [appApiAction]="formPromise" (ngSubmit)="submit()">
-  <div class="tw-container tw-mb-3">
-    <div class="tw-mb-6">
-      <h2 class="tw-mb-3 tw-text-base tw-font-semibold">{{ "billingPlanLabel" | i18n }}</h2>
-      <div class="tw-mb-1 tw-items-center" *ngFor="let selectablePlan of selectablePlans">
-        <label class="tw- tw-block tw-text-main" for="interval{{ selectablePlan.type }}">
-          <input
-            checked
-            class="tw-h-4 tw-w-4 tw-align-middle"
-            id="interval{{ selectablePlan.type }}"
-            name="plan"
-            type="radio"
-            [value]="selectablePlan.type"
-            formControlName="plan"
-          />
-          <ng-container *ngIf="selectablePlan.isAnnual">
-            <ng-container *ngIf="selectablePlan.PasswordManager">
-              {{ "annual" | i18n }} -
-              {{
-                (selectablePlan.PasswordManager.basePrice === 0
-                  ? selectablePlan.PasswordManager.seatPrice
-                  : selectablePlan.PasswordManager.basePrice
-                ) | currency: "$"
-              }}
-              /{{ "yr" | i18n }}
-            </ng-container>
-            <ng-container *ngIf="!selectablePlan.PasswordManager && selectablePlan.SecretsManager">
-              {{ "annual" | i18n }} -
-              {{
-                (selectablePlan.SecretsManager.basePrice === 0
-                  ? selectablePlan.SecretsManager.seatPrice
-                  : selectablePlan.SecretsManager.basePrice
-                ) | currency: "$"
-              }}
-              /{{ "yr" | i18n }}
-            </ng-container>
-          </ng-container>
-          <ng-container *ngIf="!selectablePlan.isAnnual">
-            <ng-container *ngIf="selectablePlan.PasswordManager">
-              {{ "monthly" | i18n }} -
-              {{
-                (selectablePlan.PasswordManager.basePrice === 0
-                  ? selectablePlan.PasswordManager.seatPrice
-                  : selectablePlan.PasswordManager.basePrice
-                ) | currency: "$"
-              }}
-              /{{ "monthAbbr" | i18n }}
-            </ng-container>
-            <ng-container *ngIf="!selectablePlan.PasswordManager && selectablePlan.SecretsManager">
-              {{ "monthly" | i18n }} -
-              {{
-                (selectablePlan.SecretsManager.basePrice === 0
-                  ? selectablePlan.SecretsManager.seatPrice
-                  : selectablePlan.SecretsManager.basePrice
-                ) | currency: "$"
-              }}
-              /{{ "monthAbbr" | i18n }}
-            </ng-container>
-          </ng-container>
-        </label>
-      </div>
-    </div>
-
-    <div class="tw-mb-4">
-      <h2 class="tw-mb-3 tw-text-base tw-font-semibold">{{ "paymentType" | i18n }}</h2>
-      <app-payment [hideCredit]="true" [trialFlow]="true"></app-payment>
-      <app-tax-info [trialFlow]="true" (onCountryChanged)="changedCountry()"></app-tax-info>
-    </div>
-
-    <div class="tw-flex tw-space-x-2">
-      <button type="submit" buttonType="primary" bitButton [loading]="form.loading">
-        {{ "startTrial" | i18n }}
-      </button>
-
-      <button bitButton type="button" buttonType="secondary" (click)="stepBack()">Back</button>
-    </div>
-  </div>
-</form>

apps/web/src/app/billing/accounts/trial-initiation/billing.component.ts

@@ -1,34 +0,0 @@
-import { Component, EventEmitter, Input, Output } from "@angular/core";
-import { FormGroup } from "@angular/forms";
-
-import { PlanType } from "@bitwarden/common/billing/enums";
-import { ProductType } from "@bitwarden/common/enums";
-
-import { OrganizationPlansComponent } from "../../organizations";
-
-@Component({
-  selector: "app-billing",
-  templateUrl: "./billing.component.html",
-})
-export class BillingComponent extends OrganizationPlansComponent {
-  @Input() orgInfoForm: FormGroup;
-  @Output() previousStep = new EventEmitter();
-
-  async ngOnInit() {
-    const additionalSeats =
-      this.product == ProductType.Families || this.plan === PlanType.TeamsStarter ? 0 : 1;
-    this.formGroup.patchValue({
-      name: this.orgInfoForm.value.name,
-      billingEmail: this.orgInfoForm.value.email,
-      additionalSeats: additionalSeats,
-      plan: this.plan,
-      product: this.product,
-    });
-    this.isInTrialFlow = true;
-    await super.ngOnInit();
-  }
-
-  stepBack() {
-    this.previousStep.emit();
-  }
-}

apps/web/src/app/billing/accounts/trial-initiation/trial-billing-step.component.html

@@ -16,7 +16,7 @@
   <div class="tw-container tw-mb-3">
     <div class="tw-mb-6">
       <h2 class="tw-mb-3 tw-text-base tw-font-semibold">{{ "billingPlanLabel" | i18n }}</h2>
-      <div class="tw-mb-1 tw-items-center">
+      <div class="tw-mb-1 tw-items-center" *ngIf="annualPlan !== null">
         <label class="tw- tw-block tw-text-main" for="annual">
           <input
             class="tw-h-4 tw-w-4 tw-align-middle"
@@ -27,16 +27,11 @@
             formControlName="cadence"
           />
           {{ "annual" | i18n }} -
-          {{
-            (annualPlan.SecretsManager.basePrice === 0
-              ? annualPlan.SecretsManager.seatPrice
-              : annualPlan.SecretsManager.basePrice
-            ) | currency: "$"
-          }}
+          {{ getPriceFor(annualCadence) | currency: "$" }}
           /{{ "yr" | i18n }}
         </label>
       </div>
-      <div class="tw-mb-1 tw-items-center">
+      <div class="tw-mb-1 tw-items-center" *ngIf="monthlyPlan !== null">
         <label class="tw- tw-block tw-text-main" for="monthly">
           <input
             class="tw-h-4 tw-w-4 tw-align-middle"
@@ -47,12 +42,7 @@
             formControlName="cadence"
           />
           {{ "monthly" | i18n }} -
-          {{
-            (monthlyPlan.SecretsManager.basePrice === 0
-              ? monthlyPlan.SecretsManager.seatPrice
-              : monthlyPlan.SecretsManager.basePrice
-            ) | currency: "$"
-          }}
+          {{ getPriceFor(monthlyCadence) | currency: "$" }}
           /{{ "monthAbbr" | i18n }}
         </label>
       </div>

apps/web/src/app/billing/accounts/trial-initiation/trial-billing-step.component.ts

@@ -0,0 +1,242 @@
+import { Component, EventEmitter, Input, OnInit, Output, ViewChild } from "@angular/core";
+import { FormBuilder, Validators } from "@angular/forms";
+
+import { ApiService } from "@bitwarden/common/abstractions/api.service";
+import {
+  BillingInformation,
+  OrganizationBillingServiceAbstraction as OrganizationBillingService,
+  OrganizationInformation,
+  PaymentInformation,
+  PlanInformation,
+} from "@bitwarden/common/billing/abstractions/organization-billing.service";
+import { PaymentMethodType, PlanType } from "@bitwarden/common/billing/enums";
+import { PlanResponse } from "@bitwarden/common/billing/models/response/plan.response";
+import { ProductType } from "@bitwarden/common/enums";
+import { I18nService } from "@bitwarden/common/platform/abstractions/i18n.service";
+import { MessagingService } from "@bitwarden/common/platform/abstractions/messaging.service";
+import { PlatformUtilsService } from "@bitwarden/common/platform/abstractions/platform-utils.service";
+
+import { BillingSharedModule, PaymentComponent, TaxInfoComponent } from "../../shared";
+
+export type TrialOrganizationType = Exclude<ProductType, ProductType.Free>;
+
+export interface OrganizationInfo {
+  name: string;
+  email: string;
+  type: TrialOrganizationType;
+}
+
+export interface OrganizationCreatedEvent {
+  organizationId: string;
+  planDescription: string;
+}
+
+enum SubscriptionCadence {
+  Annual,
+  Monthly,
+}
+
+export enum SubscriptionProduct {
+  PasswordManager,
+  SecretsManager,
+}
+
+@Component({
+  selector: "app-trial-billing-step",
+  templateUrl: "trial-billing-step.component.html",
+  imports: [BillingSharedModule],
+  standalone: true,
+})
+export class TrialBillingStepComponent implements OnInit {
+  @ViewChild(PaymentComponent) paymentComponent: PaymentComponent;
+  @ViewChild(TaxInfoComponent) taxInfoComponent: TaxInfoComponent;
+  @Input() organizationInfo: OrganizationInfo;
+  @Input() subscriptionProduct: SubscriptionProduct = SubscriptionProduct.PasswordManager;
+  @Output() steppedBack = new EventEmitter();
+  @Output() organizationCreated = new EventEmitter<OrganizationCreatedEvent>();
+
+  loading = true;
+
+  annualCadence = SubscriptionCadence.Annual;
+  monthlyCadence = SubscriptionCadence.Monthly;
+
+  formGroup = this.formBuilder.group({
+    cadence: [SubscriptionCadence.Annual, Validators.required],
+  });
+  formPromise: Promise<string>;
+
+  applicablePlans: PlanResponse[];
+  annualPlan?: PlanResponse;
+  monthlyPlan?: PlanResponse;
+
+  constructor(
+    private apiService: ApiService,
+    private i18nService: I18nService,
+    private formBuilder: FormBuilder,
+    private messagingService: MessagingService,
+    private organizationBillingService: OrganizationBillingService,
+    private platformUtilsService: PlatformUtilsService,
+  ) {}
+
+  async ngOnInit(): Promise<void> {
+    const plans = await this.apiService.getPlans();
+    this.applicablePlans = plans.data.filter(this.isApplicable);
+    this.annualPlan = this.findPlanFor(SubscriptionCadence.Annual);
+    this.monthlyPlan = this.findPlanFor(SubscriptionCadence.Monthly);
+    this.loading = false;
+  }
+
+  async submit(): Promise<void> {
+    this.formPromise = this.createOrganization();
+
+    const organizationId = await this.formPromise;
+    const planDescription = this.getPlanDescription();
+
+    this.platformUtilsService.showToast(
+      "success",
+      this.i18nService.t("organizationCreated"),
+      this.i18nService.t("organizationReadyToGo"),
+    );
+
+    this.organizationCreated.emit({
+      organizationId,
+      planDescription,
+    });
+
+    this.messagingService.send("organizationCreated", organizationId);
+  }
+
+  protected changedCountry() {
+    this.paymentComponent.hideBank = this.taxInfoComponent.taxInfo.country !== "US";
+    if (
+      this.paymentComponent.hideBank &&
+      this.paymentComponent.method === PaymentMethodType.BankAccount
+    ) {
+      this.paymentComponent.method = PaymentMethodType.Card;
+      this.paymentComponent.changeMethod();
+    }
+  }
+
+  protected getPriceFor(cadence: SubscriptionCadence): number {
+    const plan = this.findPlanFor(cadence);
+    return this.subscriptionProduct === SubscriptionProduct.PasswordManager
+      ? plan.PasswordManager.basePrice === 0
+        ? plan.PasswordManager.seatPrice
+        : plan.PasswordManager.basePrice
+      : plan.SecretsManager.basePrice === 0
+        ? plan.SecretsManager.seatPrice
+        : plan.SecretsManager.basePrice;
+  }
+
+  protected stepBack() {
+    this.steppedBack.emit();
+  }
+
+  private async createOrganization(): Promise<string> {
+    const planResponse = this.findPlanFor(this.formGroup.value.cadence);
+    const paymentMethod = await this.paymentComponent.createPaymentToken();
+
+    const organization: OrganizationInformation = {
+      name: this.organizationInfo.name,
+      billingEmail: this.organizationInfo.email,
+      initiationPath:
+        this.subscriptionProduct === SubscriptionProduct.PasswordManager
+          ? "Password Manager trial from marketing website"
+          : "Secrets Manager trial from marketing website",
+    };
+
+    const plan: PlanInformation = {
+      type: planResponse.type,
+      passwordManagerSeats: 1,
+    };
+
+    if (this.subscriptionProduct === SubscriptionProduct.SecretsManager) {
+      plan.subscribeToSecretsManager = true;
+      plan.isFromSecretsManagerTrial = true;
+      plan.secretsManagerSeats = 1;
+    }
+
+    const payment: PaymentInformation = {
+      paymentMethod,
+      billing: this.getBillingInformationFromTaxInfoComponent(),
+    };
+
+    const response = await this.organizationBillingService.purchaseSubscription({
+      organization,
+      plan,
+      payment,
+    });
+
+    return response.id;
+  }
+
+  private productTypeToPlanTypeMap: {
+    [productType in TrialOrganizationType]: {
+      [cadence in SubscriptionCadence]?: PlanType;
+    };
+  } = {
+    [ProductType.Enterprise]: {
+      [SubscriptionCadence.Annual]: PlanType.EnterpriseAnnually,
+      [SubscriptionCadence.Monthly]: PlanType.EnterpriseMonthly,
+    },
+    [ProductType.Families]: {
+      [SubscriptionCadence.Annual]: PlanType.FamiliesAnnually,
+      // No monthly option for Families plan
+    },
+    [ProductType.Teams]: {
+      [SubscriptionCadence.Annual]: PlanType.TeamsAnnually,
+      [SubscriptionCadence.Monthly]: PlanType.TeamsMonthly,
+    },
+    [ProductType.TeamsStarter]: {
+      // No annual option for Teams Starter plan
+      [SubscriptionCadence.Monthly]: PlanType.TeamsStarter,
+    },
+  };
+
+  private findPlanFor(cadence: SubscriptionCadence): PlanResponse | null {
+    const productType = this.organizationInfo.type;
+    const planType = this.productTypeToPlanTypeMap[productType]?.[cadence];
+    return planType ? this.applicablePlans.find((plan) => plan.type === planType) : null;
+  }
+
+  private getBillingInformationFromTaxInfoComponent(): BillingInformation {
+    return {
+      postalCode: this.taxInfoComponent.taxInfo.postalCode,
+      country: this.taxInfoComponent.taxInfo.country,
+      taxId: this.taxInfoComponent.taxInfo.taxId,
+      addressLine1: this.taxInfoComponent.taxInfo.line1,
+      addressLine2: this.taxInfoComponent.taxInfo.line2,
+      city: this.taxInfoComponent.taxInfo.city,
+      state: this.taxInfoComponent.taxInfo.state,
+    };
+  }
+
+  private getPlanDescription(): string {
+    const plan = this.findPlanFor(this.formGroup.value.cadence);
+    const price =
+      this.subscriptionProduct === SubscriptionProduct.PasswordManager
+        ? plan.PasswordManager.basePrice === 0
+          ? plan.PasswordManager.seatPrice
+          : plan.PasswordManager.basePrice
+        : plan.SecretsManager.basePrice === 0
+          ? plan.SecretsManager.seatPrice
+          : plan.SecretsManager.basePrice;
+
+    switch (this.formGroup.value.cadence) {
+      case SubscriptionCadence.Annual:
+        return `${this.i18nService.t("annual")} ($${price}/${this.i18nService.t("yr")})`;
+      case SubscriptionCadence.Monthly:
+        return `${this.i18nService.t("monthly")} ($${price}/${this.i18nService.t("monthAbbr")})`;
+    }
+  }
+
+  private isApplicable(plan: PlanResponse): boolean {
+    const hasCorrectProductType =
+      plan.product === ProductType.Enterprise ||
+      plan.product === ProductType.Families ||
+      plan.product === ProductType.Teams ||
+      plan.product === ProductType.TeamsStarter;
+    const notDisabledOrLegacy = !plan.disabled && !plan.legacyYear;
+    return hasCorrectProductType && notDisabledOrLegacy;
+  }
+}

apps/web/src/app/billing/organizations/organization-plans.component.ts

@@ -642,6 +642,7 @@ export class OrganizationPlansComponent implements OnInit, OnDestroy {
     request.collectionName = collectionCt;
     request.name = this.formGroup.controls.name.value;
     request.billingEmail = this.formGroup.controls.billingEmail.value;
+    request.initiationPath = "New organization creation in-product";
     request.keys = new OrganizationKeysRequest(orgKeys[0], orgKeys[1].encryptedString);
 
     if (this.selectedPlan.type === PlanType.Free) {

libs/common/src/admin-console/models/request/organization-create.request.ts

@@ -1,4 +1,5 @@
 import { PaymentMethodType, PlanType } from "../../../billing/enums";
+import { InitiationPath } from "../../../models/request/reference-event.request";
 
 import { OrganizationKeysRequest } from "./organization-keys.request";
 
@@ -23,9 +24,9 @@ export class OrganizationCreateRequest {
   billingAddressState: string;
   billingAddressPostalCode: string;
   billingAddressCountry: string;
-
   useSecretsManager: boolean;
   additionalSmSeats: number;
   additionalServiceAccounts: number;
   isFromSecretsManagerTrial: boolean;
+  initiationPath: InitiationPath;
 }

libs/common/src/billing/abstractions/organization-billing.service.ts

@@ -1,10 +1,12 @@
 import { OrganizationResponse } from "../../admin-console/models/response/organization.response";
+import { InitiationPath } from "../../models/request/reference-event.request";
 import { PaymentMethodType, PlanType } from "../enums";
 
 export type OrganizationInformation = {
   name: string;
   billingEmail: string;
   businessName?: string;
+  initiationPath?: InitiationPath;
 };
 
 export type PlanInformation = {

libs/common/src/billing/services/organization-billing.service.ts

@@ -76,6 +76,18 @@ export class OrganizationBillingService implements OrganizationBillingServiceAbs
     };
   }
 
+  private prohibitsAdditionalSeats(planType: PlanType) {
+    switch (planType) {
+      case PlanType.Free:
+      case PlanType.FamiliesAnnually:
+      case PlanType.FamiliesAnnually2019:
+      case PlanType.TeamsStarter:
+        return true;
+      default:
+        return false;
+    }
+  }
+
   private setOrganizationInformation(
     request: OrganizationCreateRequest,
     information: OrganizationInformation,
@@ -83,6 +95,7 @@ export class OrganizationBillingService implements OrganizationBillingServiceAbs
     request.name = information.name;
     request.businessName = information.businessName;
     request.billingEmail = information.billingEmail;
+    request.initiationPath = information.initiationPath;
   }
 
   private setOrganizationKeys(request: OrganizationCreateRequest, keys: OrganizationKeys): void {
@@ -121,7 +134,7 @@ export class OrganizationBillingService implements OrganizationBillingServiceAbs
   ): void {
     request.planType = information.type;
 
-    if (request.planType === PlanType.Free) {
+    if (this.prohibitsAdditionalSeats(request.planType)) {
       request.useSecretsManager = information.subscribeToSecretsManager;
       request.isFromSecretsManagerTrial = information.isFromSecretsManagerTrial;
       return;

libs/common/src/models/request/reference-event.request.ts

@@ -1,6 +1,14 @@
+export type InitiationPath =
+  | "Registration form"
+  | "Password Manager trial from marketing website"
+  | "Secrets Manager trial from marketing website"
+  | "New organization creation in-product"
+  | "Upgrade in-product";
+
 export class ReferenceEventRequest {
   id: string;
   session: string;
   layout: string;
   flow: string;
+  initiationPath: InitiationPath;
 }