DefaultInvoiceGenerator.java

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/*
 * Copyright 2010-2011 Ning, Inc.
 *
 * Ning licenses this file to you under the Apache License, version 2.0
 * (the "License"); you may not use this file except in compliance with the
 * License.  You may obtain a copy of the License at:
 *
 *    http://www.apache.org/licenses/LICENSE-2.0
 *
 * Unless required by applicable law or agreed to in writing, software
 * distributed under the License is distributed on an "AS IS" BASIS, WITHOUT
 * WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.  See the
 * License for the specific language governing permissions and limitations
 * under the License.
 */

package com.ning.billing.invoice.model;

import java.math.BigDecimal;
import java.util.ArrayList;
import java.util.Collections;
import java.util.HashMap;
import java.util.Iterator;
import java.util.List;
import java.util.Map;
import java.util.UUID;

import javax.annotation.Nullable;

import org.joda.time.DateTime;
import org.joda.time.Months;

import com.google.inject.Inject;
import com.ning.billing.ErrorCode;
import com.ning.billing.catalog.api.BillingPeriod;
import com.ning.billing.catalog.api.Currency;
import com.ning.billing.catalog.api.Duration;
import com.ning.billing.config.InvoiceConfig;
import com.ning.billing.entitlement.api.billing.BillingEvent;
import com.ning.billing.entitlement.api.billing.BillingModeType;
import com.ning.billing.invoice.api.Invoice;
import com.ning.billing.invoice.api.InvoiceApiException;
import com.ning.billing.invoice.api.InvoiceItem;
import com.ning.billing.util.clock.Clock;

public class DefaultInvoiceGenerator implements InvoiceGenerator {
    private static final int ROUNDING_MODE = InvoicingConfiguration.getRoundingMode();
    private static final int NUMBER_OF_DECIMALS = InvoicingConfiguration.getNumberOfDecimals();

    private final Clock clock;
    private final InvoiceConfig config;

    @Inject
    public DefaultInvoiceGenerator(Clock clock, InvoiceConfig config) {
        this.clock = clock;
        this.config = config;
    }

   /*
    * adjusts target date to the maximum invoice target date, if future invoices exist
    */
    @Override
    public Invoice generateInvoice(final UUID accountId, @Nullable final BillingEventSet events,
                                         @Nullable final List<Invoice> existingInvoices,
                                         DateTime targetDate,
                                         final Currency targetCurrency) throws InvoiceApiException {
        if ((events == null) || (events.size() == 0)) {
            return null;
        }

        validateTargetDate(targetDate);

        Collections.sort(events);

        List<InvoiceItem> existingItems = new ArrayList<InvoiceItem>();
        if (existingInvoices != null) {
            for (Invoice invoice : existingInvoices) {
                existingItems.addAll(invoice.getInvoiceItems());
            }

            Collections.sort(existingItems);
        }

        targetDate = adjustTargetDate(existingInvoices, targetDate);

        DefaultInvoice invoice = new DefaultInvoice(accountId, clock.getUTCNow(), targetDate, targetCurrency);
        UUID invoiceId = invoice.getId();
        List<InvoiceItem> proposedItems = generateInvoiceItems(invoiceId, accountId, events, targetDate, targetCurrency);

        removeCancellingInvoiceItems(existingItems);
        removeDuplicatedInvoiceItems(proposedItems, existingItems);

        for (InvoiceItem existingItem : existingItems) {
            if (existingItem instanceof RecurringInvoiceItem) {
                RecurringInvoiceItem recurringItem = (RecurringInvoiceItem) existingItem;
                proposedItems.add(recurringItem.asReversingItem());
            }
        }

        //addCreditItems(accountId, proposedItems, existingInvoices, targetCurrency);

        if (proposedItems == null || proposedItems.size() == 0) {
            return null;
        } else {
            invoice.addInvoiceItems(proposedItems);

            return invoice;
        }
    }

   /*
    * ensures that the balance of all invoices are zero or positive, adding an adjusting credit item if needed
    */
    private void addCreditItems(UUID accountId, List<InvoiceItem> invoiceItems, List<Invoice> invoices, Currency currency) {
        Map<UUID, BigDecimal> invoiceBalances = new HashMap<UUID, BigDecimal>();

        updateInvoiceBalance(invoiceItems, invoiceBalances);

        // add all existing items and payments
        if (invoices != null) {
            for (Invoice invoice : invoices) {
                updateInvoiceBalance(invoice.getInvoiceItems(), invoiceBalances);
            }

            for (Invoice invoice : invoices) {
                UUID invoiceId = invoice.getId();
                invoiceBalances.put(invoiceId, invoiceBalances.get(invoiceId).subtract(invoice.getAmountPaid()));
            }
        }

        BigDecimal creditTotal = BigDecimal.ZERO;

        for (UUID invoiceId : invoiceBalances.keySet()) {
            BigDecimal balance = invoiceBalances.get(invoiceId);
            if (balance.compareTo(BigDecimal.ZERO) < 0) {
                creditTotal = creditTotal.add(balance.negate());
                invoiceItems.add(new CreditInvoiceItem(invoiceId, accountId, clock.getUTCNow(), balance, currency));
            }
        }

        if (creditTotal.compareTo(BigDecimal.ZERO) != 0) {
            // create a single credit item to cover all credits
            //invoiceItems.add(new CreditInvoiceItem());
        }
    }

    private void updateInvoiceBalance(List<InvoiceItem> items, Map<UUID, BigDecimal> invoiceBalances) {
        for (InvoiceItem item : items) {
            UUID invoiceId = item.getInvoiceId();

            if (!invoiceBalances.containsKey(invoiceId)) {
                invoiceBalances.put(invoiceId, BigDecimal.ZERO);
            }

            invoiceBalances.put(invoiceId, invoiceBalances.get(invoiceId).add(item.getAmount()));
        }
    }

    @Override
    public void distributeItems(List<Invoice> invoices) {
        Map<UUID, Invoice> invoiceMap = new HashMap<UUID, Invoice>();

        for (Invoice invoice : invoices) {
            invoiceMap.put(invoice.getId(), invoice);
        }

        for (final Invoice invoice: invoices) {
            Iterator<InvoiceItem> itemIterator = invoice.getInvoiceItems().iterator();
            final UUID invoiceId = invoice.getId();

            while (itemIterator.hasNext()) {
                InvoiceItem item = itemIterator.next();

                if (!item.getInvoiceId().equals(invoiceId)) {
                    invoiceMap.get(item.getInvoiceId()).addInvoiceItem(item);
                    itemIterator.remove();
                }
            }
        }
    }

    private void validateTargetDate(DateTime targetDate) throws InvoiceApiException {
        int maximumNumberOfMonths = config.getNumberOfMonthsInFuture();

        if (Months.monthsBetween(clock.getUTCNow(), targetDate).getMonths() > maximumNumberOfMonths) {
            throw new InvoiceApiException(ErrorCode.INVOICE_TARGET_DATE_TOO_FAR_IN_THE_FUTURE, targetDate.toString());
        }
    }

    private DateTime adjustTargetDate(final List<Invoice> existingInvoices, final DateTime targetDate) {
        if (existingInvoices == null) {return targetDate;}

        DateTime maxDate = targetDate;

        for (Invoice invoice : existingInvoices) {
            if (invoice.getTargetDate().isAfter(maxDate)) {
                maxDate = invoice.getTargetDate();
            }
        }

        return maxDate;
    }

    /*
    * removes all matching items from both submitted collections
    */
    private void removeDuplicatedInvoiceItems(final List<InvoiceItem> proposedItems,
                                              final List<InvoiceItem> existingInvoiceItems) {
        Iterator<InvoiceItem> proposedItemIterator = proposedItems.iterator();
        while (proposedItemIterator.hasNext()) {
            InvoiceItem proposedItem = proposedItemIterator.next();

            Iterator<InvoiceItem> existingItemIterator = existingInvoiceItems.iterator();
            while (existingItemIterator.hasNext()) {
                InvoiceItem existingItem = existingItemIterator.next();
                if (existingItem.equals(proposedItem)) {
                    existingItemIterator.remove();
                    proposedItemIterator.remove();
                }
            }
        }
    }

    private void removeCancellingInvoiceItems(final List<InvoiceItem> items) {
        List<UUID> itemsToRemove = new ArrayList<UUID>();

        for (InvoiceItem item1 : items) {
            if (item1 instanceof RecurringInvoiceItem) {
                RecurringInvoiceItem recurringInvoiceItem = (RecurringInvoiceItem) item1;
                if (recurringInvoiceItem.reversesItem()) {
                    itemsToRemove.add(recurringInvoiceItem.getId());
                    itemsToRemove.add(recurringInvoiceItem.getReversedItemId());
                }
            }
        }

        Iterator<InvoiceItem> iterator = items.iterator();
        while (iterator.hasNext()) {
            InvoiceItem item = iterator.next();
            if (itemsToRemove.contains(item.getId())) {
                iterator.remove();
            }
        }
    }

    private List<InvoiceItem> generateInvoiceItems(final UUID invoiceId, final UUID accountId, final BillingEventSet events,
                                                   final DateTime targetDate, final Currency currency) throws InvoiceApiException {
        List<InvoiceItem> items = new ArrayList<InvoiceItem>();

        for (int i = 0; i < events.size(); i++) {
            BillingEvent thisEvent = events.get(i);
            BillingEvent nextEvent = events.isLast(thisEvent) ? null : events.get(i + 1);
            if (nextEvent != null) {
                nextEvent = (thisEvent.getSubscription().getId() == nextEvent.getSubscription().getId()) ? nextEvent : null;
            }

            items.addAll(processEvents(invoiceId, accountId, thisEvent, nextEvent, targetDate, currency));
        }

        return items;
    }

    private List<InvoiceItem> processEvents(final UUID invoiceId, final UUID accountId, final BillingEvent thisEvent, final BillingEvent nextEvent,
                                            final DateTime targetDate, final Currency currency) throws InvoiceApiException {
        List<InvoiceItem> items = new ArrayList<InvoiceItem>();
        InvoiceItem fixedPriceInvoiceItem = generateFixedPriceItem(invoiceId, accountId, thisEvent, targetDate, currency);
        if (fixedPriceInvoiceItem != null) {
            items.add(fixedPriceInvoiceItem);
        }

        BillingPeriod billingPeriod = thisEvent.getBillingPeriod();
        if (billingPeriod != BillingPeriod.NO_BILLING_PERIOD) {
            BillingMode billingMode = instantiateBillingMode(thisEvent.getBillingMode());
            DateTime startDate = thisEvent.getEffectiveDate();
            if (!startDate.isAfter(targetDate)) {
                DateTime endDate = (nextEvent == null) ? null : nextEvent.getEffectiveDate();
                int billCycleDay = thisEvent.getBillCycleDay();

                List<RecurringInvoiceItemData> itemData;
                try {
                    itemData = billingMode.calculateInvoiceItemData(startDate, endDate, targetDate, billCycleDay, billingPeriod);
                } catch (InvalidDateSequenceException e) {
                    throw new InvoiceApiException(ErrorCode.INVOICE_INVALID_DATE_SEQUENCE, startDate, endDate, targetDate);
                }

                for (RecurringInvoiceItemData itemDatum : itemData) {
                    BigDecimal rate = thisEvent.getRecurringPrice();

                    if (rate != null) {
                        BigDecimal amount = itemDatum.getNumberOfCycles().multiply(rate).setScale(NUMBER_OF_DECIMALS, ROUNDING_MODE);

                        RecurringInvoiceItem recurringItem = new RecurringInvoiceItem(invoiceId, 
                                accountId,
                                thisEvent.getSubscription().getBundleId(), 
                                thisEvent.getSubscription().getId(),
                                thisEvent.getPlan().getName(),
                                thisEvent.getPlanPhase().getName(),
                                itemDatum.getStartDate(), itemDatum.getEndDate(),
                                amount, rate, currency);
                        items.add(recurringItem);
                    }
                }
            }
        }

        return items;
    }

    private BillingMode instantiateBillingMode(BillingModeType billingMode) {
        switch (billingMode) {
            case IN_ADVANCE:
                return new InAdvanceBillingMode();
            default:
                throw new UnsupportedOperationException();
        }
    }

    private InvoiceItem generateFixedPriceItem(final UUID invoiceId, final UUID accountId, final BillingEvent thisEvent,
                                               final DateTime targetDate, final Currency currency) throws InvoiceApiException {
        if (thisEvent.getEffectiveDate().isAfter(targetDate)) {
            return null;
        } else {
            BigDecimal fixedPrice = thisEvent.getFixedPrice();

            if (fixedPrice != null) {
                Duration duration = thisEvent.getPlanPhase().getDuration();
                DateTime endDate = duration.addToDateTime(thisEvent.getEffectiveDate());

                return new FixedPriceInvoiceItem(invoiceId, accountId, thisEvent.getSubscription().getBundleId(),
                                                 thisEvent.getSubscription().getId(),
                                                 thisEvent.getPlan().getName(), thisEvent.getPlanPhase().getName(),
                                                 thisEvent.getEffectiveDate(), endDate, fixedPrice, currency);
            } else {
                return null;
            }
        }
    }
}