killbill-memoizeit

Changes

Details

diff --git a/api/src/main/java/com/ning/billing/catalog/api/Plan.java b/api/src/main/java/com/ning/billing/catalog/api/Plan.java
index 8518b94..551a9e1 100644
--- a/api/src/main/java/com/ning/billing/catalog/api/Plan.java
+++ b/api/src/main/java/com/ning/billing/catalog/api/Plan.java
@@ -45,6 +45,6 @@ public interface Plan {
 
     public abstract PlanPhase findPhase(String name) throws CatalogApiException;
 
-    public abstract DateTime dateOfFirstRecurringNonZeroCharge(DateTime subscriptionStartDate);
+    public abstract DateTime dateOfFirstRecurringNonZeroCharge(DateTime subscriptionStartDate, PhaseType intialPhaseType);
 
 }
diff --git a/api/src/main/java/com/ning/billing/entitlement/api/transfer/EntitlementTransferApi.java b/api/src/main/java/com/ning/billing/entitlement/api/transfer/EntitlementTransferApi.java
index 796717a..06c08ae 100644
--- a/api/src/main/java/com/ning/billing/entitlement/api/transfer/EntitlementTransferApi.java
+++ b/api/src/main/java/com/ning/billing/entitlement/api/transfer/EntitlementTransferApi.java
@@ -24,7 +24,8 @@ import com.ning.billing.util.callcontext.CallContext;
 
 public interface EntitlementTransferApi {
 
-    public SubscriptionBundle transferBundle(final UUID sourceAccountId, final UUID destAccountId, final String bundleKey, final DateTime requestedDate, final boolean transferAddOn, final CallContext context)
+    public SubscriptionBundle transferBundle(final UUID sourceAccountId, final UUID destAccountId, final String bundleKey, final DateTime requestedDate,
+            final boolean transferAddOn, final boolean cancelImmediately, final CallContext context)
         throws EntitlementTransferApiException;
 
 }
diff --git a/api/src/main/java/com/ning/billing/ErrorCode.java b/api/src/main/java/com/ning/billing/ErrorCode.java
index 97f8824..8e000da 100644
--- a/api/src/main/java/com/ning/billing/ErrorCode.java
+++ b/api/src/main/java/com/ning/billing/ErrorCode.java
@@ -186,6 +186,10 @@ public enum ErrorCode {
     INVOICE_NOT_FOUND(4006, "No invoice could be found for id %s."),
     INVOICE_NOTHING_TO_DO(4007, "No invoice to generate for account %s and date %s"),
     INVOICE_NO_SUCH_CREDIT(4008, "Credit Item for id %s does not exist"),
+    CREDIT_AMOUNT_INVALID(4009, "Credit amount %s should be strictly positive"),
+    INVOICE_ITEM_ADJUSTMENT_AMOUNT_INVALID(4010, "Invoice adjustment amount %s should be strictly positive"),
+    INVOICE_ITEM_NOT_FOUND(4011, "No invoice item could be found for id %s."),
+    INVOICE_INVALID_FOR_INVOICE_ITEM_ADJUSTMENT(4012, "Invoice item %s doesn't belong to invoice %s."),
 
     /*
      *
@@ -199,7 +203,6 @@ public enum ErrorCode {
     CHARGE_BACK_DOES_NOT_EXIST(4004, "Could not find chargeback for id %s."),
     INVOICE_PAYMENT_BY_ATTEMPT_NOT_FOUND(4905, "No invoice payment could be found for paymentAttempt id %s."),
     REFUND_AMOUNT_TOO_HIGH(4906, "Tried to refund %s of a %s payment."),
-    CREDIT_AMOUNT_INVALID(4907, "Credit amount %s should be striclty positive"),
 
     /*
      *
diff --git a/api/src/main/java/com/ning/billing/invoice/api/InvoiceItemType.java b/api/src/main/java/com/ning/billing/invoice/api/InvoiceItemType.java
index 93afad8..548bfd5 100644
--- a/api/src/main/java/com/ning/billing/invoice/api/InvoiceItemType.java
+++ b/api/src/main/java/com/ning/billing/invoice/api/InvoiceItemType.java
@@ -17,10 +17,19 @@
 package com.ning.billing.invoice.api;
 
 public enum InvoiceItemType {
+    // Fixed (one-time) charge
     FIXED,
+    // Recurring charge
     RECURRING,
+    // Internal adjustment, used for repair
     REPAIR_ADJ,
+    // Internal adjustment, used as rollover credits
     CBA_ADJ,
+    // Credit adjustment, either at the account level (on its own invoice) or against an existing invoice
+    // (invoice level adjustment)
     CREDIT_ADJ,
+    // Invoice item adjustment
+    ITEM_ADJ,
+    // Refund adjustment (against a posted payment)
     REFUND_ADJ
 }
diff --git a/api/src/main/java/com/ning/billing/invoice/api/InvoiceUserApi.java b/api/src/main/java/com/ning/billing/invoice/api/InvoiceUserApi.java
index ef784e0..38543f2 100644
--- a/api/src/main/java/com/ning/billing/invoice/api/InvoiceUserApi.java
+++ b/api/src/main/java/com/ning/billing/invoice/api/InvoiceUserApi.java
@@ -22,6 +22,8 @@ import java.util.Collection;
 import java.util.List;
 import java.util.UUID;
 
+import javax.annotation.Nullable;
+
 import org.joda.time.LocalDate;
 
 import com.ning.billing.account.api.AccountApiException;
@@ -31,6 +33,12 @@ import com.ning.billing.util.callcontext.CallContext;
 
 public interface InvoiceUserApi {
 
+    /**
+     * Get all invoices for a given account.
+     *
+     * @param accountId account id
+     * @return all invoices
+     */
     public List<Invoice> getInvoicesByAccount(UUID accountId);
 
     /**
@@ -42,12 +50,36 @@ public interface InvoiceUserApi {
      */
     public List<Invoice> getInvoicesByAccount(UUID accountId, LocalDate fromDate);
 
+    /**
+     * Retrieve the account balance.
+     *
+     * @param accountId account id
+     * @return the account balance
+     */
     public BigDecimal getAccountBalance(UUID accountId);
 
+    /**
+     * Retrieve an invoice by id.
+     *
+     * @param invoiceId invoice id
+     * @return the invoice
+     */
     public Invoice getInvoice(UUID invoiceId);
 
+    /**
+     * Retrieve an invoice by invoice number.
+     *
+     * @param number invoice number
+     * @return the invoice
+     */
     public Invoice getInvoiceByNumber(Integer number);
 
+    /**
+     * Record a payment for an invoice.
+     *
+     * @param invoicePayment invoice payment
+     * @param context        call context
+     */
     public void notifyOfPayment(InvoicePayment invoicePayment, CallContext context);
 
     /**
@@ -71,10 +103,31 @@ public interface InvoiceUserApi {
      */
     public Invoice triggerInvoiceGeneration(UUID accountId, LocalDate targetDate, boolean dryRun, CallContext context) throws InvoiceApiException;
 
+    /**
+     * Mark an invoice as written off.
+     *
+     * @param invoiceId invoice id
+     * @param context   call context
+     * @throws TagApiException
+     */
     public void tagInvoiceAsWrittenOff(UUID invoiceId, CallContext context) throws TagApiException;
 
+    /**
+     * Unmark an invoice as written off.
+     *
+     * @param invoiceId invoice id
+     * @param context   call context
+     * @throws TagApiException
+     */
     public void tagInvoiceAsNotWrittenOff(UUID invoiceId, CallContext context) throws TagApiException;
 
+    /**
+     * Retrieve a credit by id.
+     *
+     * @param creditId credit id
+     * @return the credit
+     * @throws InvoiceApiException
+     */
     public InvoiceItem getCreditById(UUID creditId) throws InvoiceApiException;
 
     /**
@@ -92,7 +145,7 @@ public interface InvoiceUserApi {
                                     Currency currency, CallContext context) throws InvoiceApiException;
 
     /**
-     * Add a credit to an invoice.
+     * Add a credit to an invoice. This can be used to adjust invoices.
      *
      * @param accountId     account id
      * @param invoiceId     invoice id
@@ -106,5 +159,30 @@ public interface InvoiceUserApi {
     public InvoiceItem insertCreditForInvoice(UUID accountId, UUID invoiceId, BigDecimal amount, LocalDate effectiveDate,
                                               Currency currency, CallContext context) throws InvoiceApiException;
 
+    /**
+     * Adjust a given invoice item.
+     *
+     * @param accountId     account id
+     * @param invoiceId     invoice id
+     * @param invoiceItemId invoice item id
+     * @param effectiveDate the effective date for this adjustment invoice item
+     * @param amount        the adjustment amount. Pass null to adjust for the full amount of the original item
+     * @param currency      adjustment currency. Pass null to use the original currency
+     * @param context       the call context
+     * @return the adjustment invoice item
+     * @throws InvoiceApiException
+     */
+    public InvoiceItem insertInvoiceItemAdjustment(UUID accountId, UUID invoiceId, UUID invoiceItemId, LocalDate effectiveDate,
+                                                   @Nullable BigDecimal amount, @Nullable Currency currency, CallContext context) throws InvoiceApiException;
+
+    /**
+     * Retrieve the invoice formatted in HTML.
+     *
+     * @param invoiceId invoice id
+     * @return the invoice in HTML format
+     * @throws AccountApiException
+     * @throws IOException
+     * @throws InvoiceApiException
+     */
     public String getInvoiceAsHTML(UUID invoiceId) throws AccountApiException, IOException, InvoiceApiException;
 }
diff --git a/beatrix/src/test/java/com/ning/billing/beatrix/integration/TestBundleTransfer.java b/beatrix/src/test/java/com/ning/billing/beatrix/integration/TestBundleTransfer.java
new file mode 100644
index 0000000..cdd35dd
--- /dev/null
+++ b/beatrix/src/test/java/com/ning/billing/beatrix/integration/TestBundleTransfer.java
@@ -0,0 +1,166 @@
+/*
+ * 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.beatrix.integration;
+
+import static org.testng.Assert.assertEquals;
+import static org.testng.Assert.assertNotNull;
+import static org.testng.Assert.assertTrue;
+
+import java.math.BigDecimal;
+import java.util.List;
+
+import junit.framework.Assert;
+
+import org.joda.time.DateTime;
+import org.joda.time.LocalDate;
+import org.testng.annotations.Guice;
+import org.testng.annotations.Test;
+
+import com.ning.billing.account.api.Account;
+import com.ning.billing.api.TestApiListener.NextEvent;
+import com.ning.billing.catalog.api.BillingPeriod;
+import com.ning.billing.catalog.api.PlanPhaseSpecifier;
+import com.ning.billing.catalog.api.PriceListSet;
+import com.ning.billing.catalog.api.ProductCategory;
+import com.ning.billing.entitlement.api.user.SubscriptionBundle;
+import com.ning.billing.entitlement.api.user.SubscriptionData;
+import com.ning.billing.invoice.api.Invoice;
+import com.ning.billing.invoice.api.InvoiceItem;
+
+@Guice(modules = {BeatrixModule.class})
+public class TestBundleTransfer extends TestIntegrationBase {
+
+
+    @Test(groups = "slow")
+    public void testBundleTransferWithBPAnnualOnly() throws Exception {
+
+        final Account account = createAccountWithPaymentMethod(getAccountData(3));
+
+        // Set clock to the initial start date - we implicitly assume here that the account timezone is UTC
+
+        final DateTime initialDate = new DateTime(2012, 4, 1, 0, 15, 42, 0, testTimeZone);
+
+        clock.setDeltaFromReality(initialDate.getMillis() - clock.getUTCNow().getMillis());
+        final SubscriptionBundle bundle = entitlementUserApi.createBundleForAccount(account.getId(), "mycutebundle", context);
+
+        final String productName = "Shotgun";
+        final BillingPeriod term = BillingPeriod.ANNUAL;
+        final String planSetName = PriceListSet.DEFAULT_PRICELIST_NAME;
+        //
+        // CREATE SUBSCRIPTION AND EXPECT BOTH EVENTS: NextEvent.CREATE NextEvent.INVOICE
+        //
+        busHandler.pushExpectedEvents(NextEvent.CREATE, NextEvent.INVOICE);
+        final PlanPhaseSpecifier bpPlanPhaseSpecifier = new PlanPhaseSpecifier(productName, ProductCategory.BASE, term, planSetName, null);
+        final SubscriptionData bpSubscription = subscriptionDataFromSubscription(entitlementUserApi.createSubscription(bundle.getId(),
+                                                                                                                       bpPlanPhaseSpecifier,
+                                                                                                                       null,
+                                                                                                                       context));
+        assertNotNull(bpSubscription);
+        assertTrue(busHandler.isCompleted(DELAY));
+        assertListenerStatus();
+        assertEquals(invoiceUserApi.getInvoicesByAccount(account.getId()).size(), 1);
+
+        assertEquals(entitlementUserApi.getSubscriptionFromId(bpSubscription.getId()).getCurrentPlan().getBillingPeriod(), BillingPeriod.ANNUAL);
+
+        // Move out of trials for interesting invoices adjustments
+        busHandler.pushExpectedEvent(NextEvent.PHASE);
+        busHandler.pushExpectedEvent(NextEvent.INVOICE);
+        busHandler.pushExpectedEvent(NextEvent.PAYMENT);
+        clock.addDays(40);
+        assertTrue(busHandler.isCompleted(DELAY));
+        assertListenerStatus();
+
+        // BUNDLE TRANSFER
+        final Account newAccount = createAccountWithPaymentMethod(getAccountData(17));
+
+        busHandler.pushExpectedEvent(NextEvent.TRANSFER);
+        busHandler.pushExpectedEvent(NextEvent.INVOICE);
+        busHandler.pushExpectedEvent(NextEvent.PAYMENT);
+        transferApi.transferBundle(account.getId(), newAccount.getId(), "mycutebundle", clock.getUTCNow(), false, false, context);
+        assertTrue(busHandler.isCompleted(DELAY));
+        assertListenerStatus();
+
+        List<Invoice> invoices =invoiceUserApi.getInvoicesByAccount(newAccount.getId());
+        assertEquals(invoices.size(), 1);
+
+        final List<InvoiceItem> invoiceItems = invoices.get(0).getInvoiceItems();
+        assertEquals(invoiceItems.size(), 1);
+        InvoiceItem theItem = invoiceItems.get(0);
+        Assert.assertTrue(theItem.getStartDate().compareTo(new LocalDate(2012,05,11)) == 0);
+        Assert.assertTrue(theItem.getEndDate().compareTo(new LocalDate(2013,05,11)) == 0);
+        Assert.assertTrue(theItem.getAmount().compareTo(new BigDecimal("2399.9500")) == 0);
+    }
+
+    @Test(groups = "slow")
+    public void testBundleTransferWithBPMonthlyOnly() throws Exception {
+
+        final Account account = createAccountWithPaymentMethod(getAccountData(9));
+
+        // Set clock to the initial start date - we implicitly assume here that the account timezone is UTC
+
+        final DateTime initialDate = new DateTime(2012, 4, 1, 0, 15, 42, 0, testTimeZone);
+
+        clock.setDeltaFromReality(initialDate.getMillis() - clock.getUTCNow().getMillis());
+        final SubscriptionBundle bundle = entitlementUserApi.createBundleForAccount(account.getId(), "mycutebundle", context);
+
+        final String productName = "Shotgun";
+        final BillingPeriod term = BillingPeriod.MONTHLY;
+        final String planSetName = PriceListSet.DEFAULT_PRICELIST_NAME;
+        //
+        // CREATE SUBSCRIPTION AND EXPECT BOTH EVENTS: NextEvent.CREATE NextEvent.INVOICE
+        //
+        busHandler.pushExpectedEvents(NextEvent.CREATE, NextEvent.INVOICE);
+        final PlanPhaseSpecifier bpPlanPhaseSpecifier = new PlanPhaseSpecifier(productName, ProductCategory.BASE, term, planSetName, null);
+        final SubscriptionData bpSubscription = subscriptionDataFromSubscription(entitlementUserApi.createSubscription(bundle.getId(),
+                                                                                                                       bpPlanPhaseSpecifier,
+                                                                                                                       null,
+                                                                                                                       context));
+        assertNotNull(bpSubscription);
+        assertTrue(busHandler.isCompleted(DELAY));
+        assertListenerStatus();
+        assertEquals(invoiceUserApi.getInvoicesByAccount(account.getId()).size(), 1);
+
+        assertEquals(entitlementUserApi.getSubscriptionFromId(bpSubscription.getId()).getCurrentPlan().getBillingPeriod(), BillingPeriod.MONTHLY);
+
+        // Move out of trials for interesting invoices adjustments
+        busHandler.pushExpectedEvent(NextEvent.PHASE);
+        busHandler.pushExpectedEvent(NextEvent.INVOICE);
+        busHandler.pushExpectedEvent(NextEvent.PAYMENT);
+        clock.addDays(32);
+        assertTrue(busHandler.isCompleted(DELAY));
+        assertListenerStatus();
+
+        // BUNDLE TRANSFER
+        final Account newAccount = createAccountWithPaymentMethod(getAccountData(15));
+
+        busHandler.pushExpectedEvent(NextEvent.TRANSFER);
+        busHandler.pushExpectedEvent(NextEvent.INVOICE);
+        busHandler.pushExpectedEvent(NextEvent.PAYMENT);
+        transferApi.transferBundle(account.getId(), newAccount.getId(), "mycutebundle", clock.getUTCNow(), false, false, context);
+        assertTrue(busHandler.isCompleted(DELAY));
+        assertListenerStatus();
+
+        List<Invoice> invoices =invoiceUserApi.getInvoicesByAccount(newAccount.getId());
+        assertEquals(invoices.size(), 1);
+
+        final List<InvoiceItem> invoiceItems = invoices.get(0).getInvoiceItems();
+        assertEquals(invoiceItems.size(), 1);
+        InvoiceItem theItem = invoiceItems.get(0);
+        Assert.assertTrue(theItem.getStartDate().compareTo(new LocalDate(2012,05,03)) == 0);
+        Assert.assertTrue(theItem.getEndDate().compareTo(new LocalDate(2012,05,15)) == 0);
+        Assert.assertTrue(theItem.getAmount().compareTo(new BigDecimal("99.98")) == 0);
+    }
+}
diff --git a/beatrix/src/test/java/com/ning/billing/beatrix/integration/TestIntegrationBase.java b/beatrix/src/test/java/com/ning/billing/beatrix/integration/TestIntegrationBase.java
index 48607a0..4aa10d8 100644
--- a/beatrix/src/test/java/com/ning/billing/beatrix/integration/TestIntegrationBase.java
+++ b/beatrix/src/test/java/com/ning/billing/beatrix/integration/TestIntegrationBase.java
@@ -53,6 +53,7 @@ import com.ning.billing.catalog.api.Currency;
 import com.ning.billing.dbi.MysqlTestingHelper;
 import com.ning.billing.entitlement.api.EntitlementService;
 import com.ning.billing.entitlement.api.timeline.EntitlementTimelineApi;
+import com.ning.billing.entitlement.api.transfer.EntitlementTransferApi;
 import com.ning.billing.entitlement.api.user.EntitlementUserApi;
 import com.ning.billing.entitlement.api.user.EntitlementUserApiException;
 import com.ning.billing.entitlement.api.user.Subscription;
@@ -125,10 +126,14 @@ public class TestIntegrationBase extends BeatrixTestSuiteWithEmbeddedDB implemen
 
     @Inject
     protected MysqlTestingHelper helper;
+
     @Inject
     protected EntitlementUserApi entitlementUserApi;
 
     @Inject
+    protected EntitlementTransferApi transferApi;
+
+    @Inject
     protected EntitlementTimelineApi repairApi;
 
     @Inject
diff --git a/catalog/src/main/java/com/ning/billing/catalog/DefaultPlan.java b/catalog/src/main/java/com/ning/billing/catalog/DefaultPlan.java
index fcf35b5..efb16c9 100644
--- a/catalog/src/main/java/com/ning/billing/catalog/DefaultPlan.java
+++ b/catalog/src/main/java/com/ning/billing/catalog/DefaultPlan.java
@@ -35,6 +35,7 @@ import org.joda.time.DateTime;
 import com.ning.billing.ErrorCode;
 import com.ning.billing.catalog.api.BillingPeriod;
 import com.ning.billing.catalog.api.CatalogApiException;
+import com.ning.billing.catalog.api.PhaseType;
 import com.ning.billing.catalog.api.Plan;
 import com.ning.billing.catalog.api.PlanPhase;
 import com.ning.billing.catalog.api.Product;
@@ -234,9 +235,17 @@ public class DefaultPlan extends ValidatingConfig<StandaloneCatalog> implements 
     }
 
     @Override
-    public DateTime dateOfFirstRecurringNonZeroCharge(final DateTime subscriptionStartDate) {
+    public DateTime dateOfFirstRecurringNonZeroCharge(final DateTime subscriptionStartDate, final PhaseType initialPhaseType) {
         DateTime result = subscriptionStartDate.toDateTime();
+        boolean skipPhase = initialPhaseType == null ? false : true;
         for (final PlanPhase phase : getAllPhases()) {
+            if (skipPhase) {
+                if (phase.getPhaseType() != initialPhaseType) {
+                    continue;
+                } else {
+                    skipPhase = false;
+                }
+            }
             if (phase.getRecurringPrice() == null || phase.getRecurringPrice().isZero()) {
                 result = phase.getDuration().addToDateTime(result);
             } else {
diff --git a/catalog/src/test/java/com/ning/billing/catalog/TestPlan.java b/catalog/src/test/java/com/ning/billing/catalog/TestPlan.java
index cf2987e..3af91ed 100644
--- a/catalog/src/test/java/com/ning/billing/catalog/TestPlan.java
+++ b/catalog/src/test/java/com/ning/billing/catalog/TestPlan.java
@@ -50,8 +50,8 @@ public class TestPlan extends CatalogTestSuite {
         final DefaultPlan p2 = MockPlan.createBicycleNoTrialEvergreen1USD();
 
         final DateTime requestedDate = new DateTime();
-        Assert.assertEquals(p0.dateOfFirstRecurringNonZeroCharge(requestedDate).compareTo(requestedDate.plusDays(30)), 0);
-        Assert.assertEquals(p1.dateOfFirstRecurringNonZeroCharge(requestedDate).compareTo(requestedDate.plusDays(100)), 0);
-        Assert.assertEquals(p2.dateOfFirstRecurringNonZeroCharge(requestedDate).compareTo(requestedDate.plusDays(0)), 0);
+        Assert.assertEquals(p0.dateOfFirstRecurringNonZeroCharge(requestedDate, null).compareTo(requestedDate.plusDays(30)), 0);
+        Assert.assertEquals(p1.dateOfFirstRecurringNonZeroCharge(requestedDate, null).compareTo(requestedDate.plusDays(100)), 0);
+        Assert.assertEquals(p2.dateOfFirstRecurringNonZeroCharge(requestedDate, null).compareTo(requestedDate.plusDays(0)), 0);
     }
 }
diff --git a/catalog/src/test/java/com/ning/billing/mock/catalog/MockPlan.java b/catalog/src/test/java/com/ning/billing/mock/catalog/MockPlan.java
index 426c690..720243a 100644
--- a/catalog/src/test/java/com/ning/billing/mock/catalog/MockPlan.java
+++ b/catalog/src/test/java/com/ning/billing/mock/catalog/MockPlan.java
@@ -23,6 +23,7 @@ import org.joda.time.DateTime;
 
 import com.ning.billing.catalog.api.BillingPeriod;
 import com.ning.billing.catalog.api.CatalogApiException;
+import com.ning.billing.catalog.api.PhaseType;
 import com.ning.billing.catalog.api.Plan;
 import com.ning.billing.catalog.api.PlanPhase;
 import com.ning.billing.catalog.api.Product;
@@ -86,7 +87,7 @@ public class MockPlan implements Plan {
 
     @Override
     public DateTime dateOfFirstRecurringNonZeroCharge(
-            final DateTime subscriptionStartDate) {
+            final DateTime subscriptionStartDate, PhaseType phaseType) {
         return null;
     }
 
diff --git a/entitlement/src/main/java/com/ning/billing/entitlement/api/transfer/DefaultEntitlementTransferApi.java b/entitlement/src/main/java/com/ning/billing/entitlement/api/transfer/DefaultEntitlementTransferApi.java
index 99155bd..85d8c31 100644
--- a/entitlement/src/main/java/com/ning/billing/entitlement/api/transfer/DefaultEntitlementTransferApi.java
+++ b/entitlement/src/main/java/com/ning/billing/entitlement/api/transfer/DefaultEntitlementTransferApi.java
@@ -201,8 +201,7 @@ public class DefaultEntitlementTransferApi implements EntitlementTransferApi {
     @Override
     public SubscriptionBundle transferBundle(final UUID sourceAccountId, final UUID destAccountId,
             final String bundleKey, final DateTime transferDate, final boolean transferAddOn,
-            final CallContext context) throws EntitlementTransferApiException {
-
+            final boolean cancelImmediately, final CallContext context) throws EntitlementTransferApiException {
         try {
 
             final DateTime effectiveTransferDate = transferDate == null ? clock.getUTCNow() : transferDate;
@@ -235,7 +234,8 @@ public class DefaultEntitlementTransferApi implements EntitlementTransferApi {
                 } else {
 
                     // If BP or STANDALONE subscription, create the cancel event on effectiveCancelDate
-                    final DateTime effectiveCancelDate = oldSubscription.getChargedThroughDate() != null && effectiveTransferDate.isBefore(oldSubscription.getChargedThroughDate()) ?
+                    final DateTime effectiveCancelDate = !cancelImmediately && oldSubscription.getChargedThroughDate() != null &&
+                        effectiveTransferDate.isBefore(oldSubscription.getChargedThroughDate()) ?
                             oldSubscription.getChargedThroughDate() : effectiveTransferDate;
 
                             final EntitlementEvent cancelEvent = new ApiEventCancel(new ApiEventBuilder()
diff --git a/entitlement/src/test/java/com/ning/billing/entitlement/api/transfer/TestTransfer.java b/entitlement/src/test/java/com/ning/billing/entitlement/api/transfer/TestTransfer.java
index be36ccb..50798e6 100644
--- a/entitlement/src/test/java/com/ning/billing/entitlement/api/transfer/TestTransfer.java
+++ b/entitlement/src/test/java/com/ning/billing/entitlement/api/transfer/TestTransfer.java
@@ -77,7 +77,7 @@ public class TestTransfer extends TestApiBase {
 
         testListener.pushExpectedEvent(NextEvent.TRANSFER);
         testListener.pushExpectedEvent(NextEvent.CANCEL);
-        transferApi.transferBundle(bundle.getAccountId(), newAccountId, bundle.getKey(), transferRequestedDate, false, context);
+        transferApi.transferBundle(bundle.getAccountId(), newAccountId, bundle.getKey(), transferRequestedDate, false, false, context);
         assertTrue(testListener.isCompleted(3000));
         final DateTime afterTransferDate = clock.getUTCNow();
 
@@ -128,7 +128,7 @@ public class TestTransfer extends TestApiBase {
 
         testListener.pushExpectedEvent(NextEvent.TRANSFER);
         final DateTime transferRequestedDate = clock.getUTCNow();
-        transferApi.transferBundle(bundle.getAccountId(), newAccountId, bundle.getKey(), transferRequestedDate, false, context);
+        transferApi.transferBundle(bundle.getAccountId(), newAccountId, bundle.getKey(), transferRequestedDate, false, false, context);
         assertTrue(testListener.isCompleted(3000));
 
         // CHECK OLD BASE IS CANCEL AT THE TRANSFER DATE
@@ -176,7 +176,7 @@ public class TestTransfer extends TestApiBase {
         final DateTime transferRequestedDate = clock.getUTCNow();
         testListener.pushExpectedEvent(NextEvent.TRANSFER);
         testListener.pushExpectedEvent(NextEvent.CANCEL);
-        transferApi.transferBundle(bundle.getAccountId(), newAccountId, bundle.getKey(), transferRequestedDate, false, context);
+        transferApi.transferBundle(bundle.getAccountId(), newAccountId, bundle.getKey(), transferRequestedDate, false, false, context);
         assertTrue(testListener.isCompleted(3000));
         final DateTime afterTransferDate = clock.getUTCNow();
 
@@ -227,7 +227,7 @@ public class TestTransfer extends TestApiBase {
 
         final DateTime transferRequestedDate = clock.getUTCNow();
         testListener.pushExpectedEvent(NextEvent.TRANSFER);
-        transferApi.transferBundle(bundle.getAccountId(), newAccountId, bundle.getKey(), transferRequestedDate, false, context);
+        transferApi.transferBundle(bundle.getAccountId(), newAccountId, bundle.getKey(), transferRequestedDate, false, false, context);
         assertTrue(testListener.isCompleted(3000));
 
         // CHECK OLD BASE IS CANCEL AT THE TRANSFER DATE
@@ -322,7 +322,7 @@ public class TestTransfer extends TestApiBase {
 
         final DateTime transferRequestedDate = clock.getUTCNow();
         testListener.pushExpectedEvent(NextEvent.TRANSFER);
-        transferApi.transferBundle(bundle.getAccountId(), newAccountId, bundle.getKey(), transferRequestedDate, true, context);
+        transferApi.transferBundle(bundle.getAccountId(), newAccountId, bundle.getKey(), transferRequestedDate, true, false, context);
         assertTrue(testListener.isCompleted(3000));
 
         // RETRIEVE NEW BUNDLE AND CHECK SUBSCRIPTIONS
diff --git a/invoice/src/main/java/com/ning/billing/invoice/api/user/DefaultInvoiceUserApi.java b/invoice/src/main/java/com/ning/billing/invoice/api/user/DefaultInvoiceUserApi.java
index ea8e17a..2fc3623 100644
--- a/invoice/src/main/java/com/ning/billing/invoice/api/user/DefaultInvoiceUserApi.java
+++ b/invoice/src/main/java/com/ning/billing/invoice/api/user/DefaultInvoiceUserApi.java
@@ -22,6 +22,8 @@ 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.LocalDate;
 
@@ -156,6 +158,16 @@ public class DefaultInvoiceUserApi implements InvoiceUserApi {
     }
 
     @Override
+    public InvoiceItem insertInvoiceItemAdjustment(final UUID accountId, final UUID invoiceId, final UUID invoiceItemId,
+                                                   final LocalDate effectiveDate, @Nullable final BigDecimal amount,
+                                                   @Nullable final Currency currency, final CallContext context) throws InvoiceApiException {
+        if (amount != null && amount.compareTo(BigDecimal.ZERO) <= 0) {
+            throw new InvoiceApiException(ErrorCode.INVOICE_ITEM_ADJUSTMENT_AMOUNT_INVALID, amount);
+        }
+        return dao.insertInvoiceItemAdjustment(accountId, invoiceId, invoiceItemId, effectiveDate, amount, currency, context);
+    }
+
+    @Override
     public String getInvoiceAsHTML(final UUID invoiceId) throws AccountApiException, IOException, InvoiceApiException {
         final Invoice invoice = getInvoice(invoiceId);
         if (invoice == null) {
diff --git a/invoice/src/main/java/com/ning/billing/invoice/dao/DefaultInvoiceDao.java b/invoice/src/main/java/com/ning/billing/invoice/dao/DefaultInvoiceDao.java
index 68cf45c..0de61e7 100644
--- a/invoice/src/main/java/com/ning/billing/invoice/dao/DefaultInvoiceDao.java
+++ b/invoice/src/main/java/com/ning/billing/invoice/dao/DefaultInvoiceDao.java
@@ -43,6 +43,7 @@ import com.ning.billing.invoice.model.CreditAdjInvoiceItem;
 import com.ning.billing.invoice.model.CreditBalanceAdjInvoiceItem;
 import com.ning.billing.invoice.model.DefaultInvoice;
 import com.ning.billing.invoice.model.DefaultInvoicePayment;
+import com.ning.billing.invoice.model.ItemAdjInvoiceItem;
 import com.ning.billing.invoice.model.RecurringInvoiceItem;
 import com.ning.billing.invoice.model.RefundAdjInvoiceItem;
 import com.ning.billing.invoice.notification.NextBillingDatePoster;
@@ -56,6 +57,7 @@ import com.ning.billing.util.dao.ObjectType;
 import com.ning.billing.util.dao.TableName;
 import com.ning.billing.util.tag.ControlTagType;
 
+import com.google.common.base.Objects;
 import com.google.common.base.Predicate;
 import com.google.common.collect.Collections2;
 import com.google.inject.Inject;
@@ -441,31 +443,52 @@ public class DefaultInvoiceDao implements InvoiceDao {
         return invoiceSqlDao.inTransaction(new Transaction<InvoiceItem, InvoiceSqlDao>() {
             @Override
             public InvoiceItem inTransaction(final InvoiceSqlDao transactional, final TransactionStatus status) throws Exception {
-                UUID invoiceIdForRefund = invoiceId;
-                if (invoiceIdForRefund == null) {
-                    final Invoice invoiceForRefund = new DefaultInvoice(accountId, effectiveDate, effectiveDate, currency);
-                    transactional.create(invoiceForRefund, context);
-                    invoiceIdForRefund = invoiceForRefund.getId();
+                UUID invoiceIdForCredit = invoiceId;
+                // Create an invoice for that credit if it doesn't exist
+                if (invoiceIdForCredit == null) {
+                    final Invoice invoiceForCredit = new DefaultInvoice(accountId, effectiveDate, effectiveDate, currency);
+                    transactional.create(invoiceForCredit, context);
+                    invoiceIdForCredit = invoiceForCredit.getId();
                 }
 
-                final InvoiceItem credit = new CreditAdjInvoiceItem(invoiceIdForRefund, accountId, effectiveDate, positiveCreditAmount.negate(), currency);
-                final InvoiceItemSqlDao transInvoiceItemDao = transactional.become(InvoiceItemSqlDao.class);
-                transInvoiceItemDao.create(credit, context);
+                // Note! The amount is negated here!
+                final InvoiceItem credit = new CreditAdjInvoiceItem(invoiceIdForCredit, accountId, effectiveDate, positiveCreditAmount.negate(), currency);
+                createItemAndAddCBAIfNeeded(transactional, credit, context);
+                return credit;
+            }
+        });
+    }
 
-                final Invoice invoice = transactional.getById(invoiceIdForRefund.toString());
-                if (invoice != null) {
-                    populateChildren(invoice, transactional);
-                } else {
-                    throw new IllegalStateException("Invoice shouldn't be null for credit at this stage " + invoiceIdForRefund);
+    @Override
+    public InvoiceItem insertInvoiceItemAdjustment(final UUID accountId, final UUID invoiceId, final UUID invoiceItemId,
+                                                   final LocalDate effectiveDate, @Nullable final BigDecimal positiveAdjAmount,
+                                                   @Nullable final Currency currency, final CallContext context) {
+        return invoiceSqlDao.inTransaction(new Transaction<InvoiceItem, InvoiceSqlDao>() {
+            @Override
+            public InvoiceItem inTransaction(final InvoiceSqlDao transactional, final TransactionStatus status) throws Exception {
+                // First, retrieve the invoice item in question
+                final InvoiceItemSqlDao invoiceItemSqlDao = transactional.become(InvoiceItemSqlDao.class);
+                final InvoiceItem invoiceItemToBeAdjusted = invoiceItemSqlDao.getById(invoiceItemId.toString());
+                if (invoiceItemToBeAdjusted == null) {
+                    throw new InvoiceApiException(ErrorCode.INVOICE_ITEM_NOT_FOUND, invoiceItemId);
                 }
-                // If invoice balance becomes negative we add some CBA item
-                if (invoice.getBalance().compareTo(BigDecimal.ZERO) < 0) {
-                    final InvoiceItem cbaAdjItem = new CreditBalanceAdjInvoiceItem(invoice.getId(), invoice.getAccountId(), context.getCreatedDate().toLocalDate(),
-                                                                                   invoice.getBalance().negate(), invoice.getCurrency());
-                    transInvoiceItemDao.create(cbaAdjItem, context);
 
+                // Validate the invoice it belongs to
+                if (!invoiceItemToBeAdjusted.getInvoiceId().equals(invoiceId)) {
+                    throw new InvoiceApiException(ErrorCode.INVOICE_INVALID_FOR_INVOICE_ITEM_ADJUSTMENT, invoiceItemId, invoiceId);
                 }
-                return credit;
+
+                // Retrieve the amount and currency if needed
+                final BigDecimal amountToRefund = Objects.firstNonNull(positiveAdjAmount, invoiceItemToBeAdjusted.getAmount());
+                // TODO - should we enforce the currency (and respect the original one) here if the amount passed was null?
+                final Currency currencyForAdjustment = Objects.firstNonNull(currency, invoiceItemToBeAdjusted.getCurrency());
+
+                // Finally, create the adjustment
+                // Note! The amount is negated here!
+                final InvoiceItem invoiceItemAdjustment = new ItemAdjInvoiceItem(invoiceItemToBeAdjusted, effectiveDate,
+                                                                                 amountToRefund.negate(), currencyForAdjustment);
+                createItemAndAddCBAIfNeeded(transactional, invoiceItemAdjustment, context);
+                return invoiceItemAdjustment;
             }
         });
     }
@@ -475,6 +498,33 @@ public class DefaultInvoiceDao implements InvoiceDao {
         invoiceSqlDao.test();
     }
 
+    /**
+     * Create an invoice item and adjust the invoice with a CBA item if the new invoice balance is negative.
+     *
+     * @param transactional the InvoiceSqlDao
+     * @param item          the invoice item to create
+     * @param context       the call context
+     */
+    private void createItemAndAddCBAIfNeeded(final InvoiceSqlDao transactional, final InvoiceItem item, final CallContext context) {
+        final InvoiceItemSqlDao transInvoiceItemDao = transactional.become(InvoiceItemSqlDao.class);
+        transInvoiceItemDao.create(item, context);
+
+        final Invoice invoice = transactional.getById(item.getInvoiceId().toString());
+        if (invoice != null) {
+            populateChildren(invoice, transactional);
+        } else {
+            throw new IllegalStateException("Invoice shouldn't be null for this item at this stage " + item.getInvoiceId());
+        }
+
+        // If invoice balance becomes negative we add some CBA item
+        if (invoice.getBalance().compareTo(BigDecimal.ZERO) < 0) {
+            final InvoiceItem cbaAdjItem = new CreditBalanceAdjInvoiceItem(invoice.getId(), invoice.getAccountId(), context.getCreatedDate().toLocalDate(),
+                                                                           invoice.getBalance().negate(), invoice.getCurrency());
+            transInvoiceItemDao.create(cbaAdjItem, context);
+
+        }
+    }
+
     private BigDecimal getAccountCBAFromTransaction(final UUID accountId, final InvoiceSqlDao transactional) {
         BigDecimal cba = BigDecimal.ZERO;
         final List<Invoice> invoices = getAllInvoicesByAccountFromTransaction(accountId, transactional);
diff --git a/invoice/src/main/java/com/ning/billing/invoice/dao/InvoiceDao.java b/invoice/src/main/java/com/ning/billing/invoice/dao/InvoiceDao.java
index 9b8c893..8a352a3 100644
--- a/invoice/src/main/java/com/ning/billing/invoice/dao/InvoiceDao.java
+++ b/invoice/src/main/java/com/ning/billing/invoice/dao/InvoiceDao.java
@@ -24,7 +24,6 @@ import javax.annotation.Nullable;
 
 import org.joda.time.LocalDate;
 
-import com.ning.billing.account.api.BillCycleDay;
 import com.ning.billing.catalog.api.Currency;
 import com.ning.billing.invoice.api.Invoice;
 import com.ning.billing.invoice.api.InvoiceApiException;
@@ -88,4 +87,18 @@ public interface InvoiceDao {
     InvoiceItem insertCredit(final UUID accountId, final UUID invoiceId, final BigDecimal amount,
                              final LocalDate effectiveDate, final Currency currency, final CallContext context);
 
+    /**
+     * Adjust an invoice item.
+     *
+     * @param accountId     the account id
+     * @param invoiceId     the invoice id
+     * @param invoiceItemId the invoice item id to adjust
+     * @param effectiveDate adjustment effective date, in the account timezone
+     * @param amount        the amount to adjust. Pass null to adjust the full amount of the original item
+     * @param currency      the currency of the amount. Pass null to default to the original currency used
+     * @param context       the call context
+     * @return the newly created adjustment item
+     */
+    InvoiceItem insertInvoiceItemAdjustment(final UUID accountId, final UUID invoiceId, final UUID invoiceItemId, final LocalDate effectiveDate,
+                                            @Nullable final BigDecimal amount, @Nullable final Currency currency, final CallContext context);
 }
diff --git a/invoice/src/main/java/com/ning/billing/invoice/dao/InvoiceItemSqlDao.java b/invoice/src/main/java/com/ning/billing/invoice/dao/InvoiceItemSqlDao.java
index e7ddfb8..8156f30 100644
--- a/invoice/src/main/java/com/ning/billing/invoice/dao/InvoiceItemSqlDao.java
+++ b/invoice/src/main/java/com/ning/billing/invoice/dao/InvoiceItemSqlDao.java
@@ -47,6 +47,7 @@ import com.ning.billing.invoice.api.InvoiceItemType;
 import com.ning.billing.invoice.model.CreditAdjInvoiceItem;
 import com.ning.billing.invoice.model.CreditBalanceAdjInvoiceItem;
 import com.ning.billing.invoice.model.FixedPriceInvoiceItem;
+import com.ning.billing.invoice.model.ItemAdjInvoiceItem;
 import com.ning.billing.invoice.model.RecurringInvoiceItem;
 import com.ning.billing.invoice.model.RefundAdjInvoiceItem;
 import com.ning.billing.invoice.model.RepairAdjInvoiceItem;
@@ -149,8 +150,11 @@ public interface InvoiceItemSqlDao extends EntitySqlDao<InvoiceItem> {
                 case REPAIR_ADJ:
                     item = new RepairAdjInvoiceItem(id, invoiceId, accountId, startDate, endDate, amount, currency, linkedItemId);
                     break;
+                case ITEM_ADJ:
+                    item = new ItemAdjInvoiceItem(id, invoiceId, accountId, startDate, amount, currency, linkedItemId);
+                    break;
                 default:
-                    throw new RuntimeException("Unexpected type of event item " + item);
+                    throw new RuntimeException("Unexpected type of event item " + type);
             }
             return item;
         }
diff --git a/invoice/src/main/java/com/ning/billing/invoice/model/InvoiceItemList.java b/invoice/src/main/java/com/ning/billing/invoice/model/InvoiceItemList.java
index 3b495a4..616e935 100644
--- a/invoice/src/main/java/com/ning/billing/invoice/model/InvoiceItemList.java
+++ b/invoice/src/main/java/com/ning/billing/invoice/model/InvoiceItemList.java
@@ -41,7 +41,7 @@ public class InvoiceItemList extends ArrayList<InvoiceItem> {
     }
 
     public BigDecimal getTotalAdjAmount() {
-        return getAmoutForItems(InvoiceItemType.CREDIT_ADJ, InvoiceItemType.REFUND_ADJ);
+        return getAmoutForItems(InvoiceItemType.CREDIT_ADJ, InvoiceItemType.REFUND_ADJ, InvoiceItemType.ITEM_ADJ);
     }
 
     public BigDecimal getCreditAdjAmount() {
diff --git a/invoice/src/main/java/com/ning/billing/invoice/model/ItemAdjInvoiceItem.java b/invoice/src/main/java/com/ning/billing/invoice/model/ItemAdjInvoiceItem.java
new file mode 100644
index 0000000..cbfe229
--- /dev/null
+++ b/invoice/src/main/java/com/ning/billing/invoice/model/ItemAdjInvoiceItem.java
@@ -0,0 +1,50 @@
+/*
+ * Copyright 2010-2012 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.UUID;
+
+import org.joda.time.LocalDate;
+
+import com.ning.billing.catalog.api.Currency;
+import com.ning.billing.invoice.api.InvoiceItem;
+import com.ning.billing.invoice.api.InvoiceItemType;
+
+public class ItemAdjInvoiceItem extends AdjInvoiceItem {
+
+    public ItemAdjInvoiceItem(final InvoiceItem invoiceItem, final LocalDate effectiveDate,
+                              final BigDecimal amount, final Currency currency) {
+        super(invoiceItem.getInvoiceId(), invoiceItem.getAccountId(), effectiveDate, effectiveDate,
+              amount, currency, invoiceItem.getId());
+    }
+
+    public ItemAdjInvoiceItem(final UUID id, final UUID invoiceId, final UUID accountId, final LocalDate startDate,
+                              final BigDecimal amount, final Currency currency, final UUID linkedItemId) {
+        super(id, invoiceId, accountId, startDate, startDate, amount, currency, linkedItemId);
+    }
+
+    @Override
+    public InvoiceItemType getInvoiceItemType() {
+        return InvoiceItemType.ITEM_ADJ;
+    }
+
+    @Override
+    public String getDescription() {
+        return "item-adj";
+    }
+}
diff --git a/invoice/src/test/java/com/ning/billing/invoice/api/migration/InvoiceApiTestBase.java b/invoice/src/test/java/com/ning/billing/invoice/api/migration/InvoiceApiTestBase.java
new file mode 100644
index 0000000..4d243c1
--- /dev/null
+++ b/invoice/src/test/java/com/ning/billing/invoice/api/migration/InvoiceApiTestBase.java
@@ -0,0 +1,163 @@
+/*
+ * Copyright 2010-2012 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.api.migration;
+
+import java.math.BigDecimal;
+import java.util.List;
+import java.util.UUID;
+
+import org.joda.time.DateTime;
+import org.mockito.Mockito;
+import org.testng.Assert;
+import org.testng.annotations.AfterSuite;
+import org.testng.annotations.BeforeSuite;
+import org.testng.annotations.Guice;
+
+import com.ning.billing.account.api.Account;
+import com.ning.billing.account.api.AccountApiException;
+import com.ning.billing.account.api.AccountUserApi;
+import com.ning.billing.catalog.MockPlan;
+import com.ning.billing.catalog.MockPlanPhase;
+import com.ning.billing.catalog.api.BillingPeriod;
+import com.ning.billing.catalog.api.Currency;
+import com.ning.billing.catalog.api.Plan;
+import com.ning.billing.catalog.api.PlanPhase;
+import com.ning.billing.entitlement.api.SubscriptionTransitionType;
+import com.ning.billing.entitlement.api.billing.BillingModeType;
+import com.ning.billing.entitlement.api.user.Subscription;
+import com.ning.billing.invoice.InvoiceDispatcher;
+import com.ning.billing.invoice.MockBillingEventSet;
+import com.ning.billing.invoice.api.Invoice;
+import com.ning.billing.invoice.api.InvoiceMigrationApi;
+import com.ning.billing.invoice.api.InvoiceNotifier;
+import com.ning.billing.invoice.api.InvoicePaymentApi;
+import com.ning.billing.invoice.api.InvoiceUserApi;
+import com.ning.billing.invoice.dao.InvoiceDao;
+import com.ning.billing.invoice.generator.InvoiceGenerator;
+import com.ning.billing.invoice.notification.NullInvoiceNotifier;
+import com.ning.billing.invoice.tests.InvoicingTestBase;
+import com.ning.billing.junction.api.BillingApi;
+import com.ning.billing.junction.api.BillingEventSet;
+import com.ning.billing.mock.api.MockBillCycleDay;
+import com.ning.billing.util.bus.BusService;
+import com.ning.billing.util.bus.DefaultBusService;
+import com.ning.billing.util.callcontext.CallContext;
+import com.ning.billing.util.callcontext.CallOrigin;
+import com.ning.billing.util.callcontext.DefaultCallContextFactory;
+import com.ning.billing.util.callcontext.UserType;
+import com.ning.billing.util.clock.Clock;
+import com.ning.billing.util.globallocker.GlobalLocker;
+
+import com.google.inject.Inject;
+
+@Guice(modules = {MockModuleNoEntitlement.class})
+public abstract class InvoiceApiTestBase extends InvoicingTestBase {
+
+    protected static final Currency accountCurrency = Currency.USD;
+
+    @Inject
+    protected InvoiceUserApi invoiceUserApi;
+
+    @Inject
+    protected InvoicePaymentApi invoicePaymentApi;
+
+    @Inject
+    protected InvoiceMigrationApi migrationApi;
+
+    @Inject
+    protected InvoiceGenerator generator;
+
+    @Inject
+    protected BillingApi billingApi;
+
+    @Inject
+    protected AccountUserApi accountUserApi;
+
+    @Inject
+    protected BusService busService;
+
+    @Inject
+    protected InvoiceDao invoiceDao;
+
+    @Inject
+    protected GlobalLocker locker;
+
+    @Inject
+    protected Clock clock;
+
+    @BeforeSuite(groups = "slow")
+    public void setup() throws Exception {
+        busService.getBus().start();
+    }
+
+    @AfterSuite(groups = "slow")
+    public void tearDown() {
+        try {
+            ((DefaultBusService) busService).stopBus();
+        } catch (Exception e) {
+            log.warn("Failed to tearDown test properly ", e);
+        }
+    }
+
+    protected UUID generateRegularInvoice(final Account account, final DateTime targetDate) throws Exception {
+        final Subscription subscription = Mockito.mock(Subscription.class);
+        Mockito.when(subscription.getId()).thenReturn(UUID.randomUUID());
+        Mockito.when(subscription.getBundleId()).thenReturn(new UUID(0L, 0L));
+        final BillingEventSet events = new MockBillingEventSet();
+        final Plan plan = MockPlan.createBicycleNoTrialEvergreen1USD();
+        final PlanPhase planPhase = MockPlanPhase.create1USDMonthlyEvergreen();
+        final DateTime effectiveDate = new DateTime().minusDays(1);
+        final Currency currency = Currency.USD;
+        final BigDecimal fixedPrice = null;
+        events.add(createMockBillingEvent(account, subscription, effectiveDate, plan, planPhase,
+                                          fixedPrice, BigDecimal.ONE, currency, BillingPeriod.MONTHLY, 1,
+                                          BillingModeType.IN_ADVANCE, "", 1L, SubscriptionTransitionType.CREATE));
+
+        Mockito.when(billingApi.getBillingEventsForAccountAndUpdateAccountBCD(account.getId())).thenReturn(events);
+
+        final InvoiceNotifier invoiceNotifier = new NullInvoiceNotifier();
+        final InvoiceDispatcher dispatcher = new InvoiceDispatcher(generator, accountUserApi, billingApi,
+                                                                   invoiceDao, invoiceNotifier, locker, busService.getBus(), clock);
+
+        final CallContext context = new DefaultCallContextFactory(clock).createCallContext("Unit test", CallOrigin.TEST, UserType.TEST);
+        Invoice invoice = dispatcher.processAccount(account.getId(), targetDate, true, context);
+        Assert.assertNotNull(invoice);
+
+        List<Invoice> invoices = invoiceDao.getInvoicesByAccount(account.getId());
+        Assert.assertEquals(invoices.size(), 0);
+
+        invoice = dispatcher.processAccount(account.getId(), targetDate, false, context);
+        Assert.assertNotNull(invoice);
+
+        invoices = invoiceDao.getInvoicesByAccount(account.getId());
+        Assert.assertEquals(invoices.size(), 1);
+
+        return invoice.getId();
+    }
+
+    protected Account createAccount() throws AccountApiException {
+        final UUID accountId = UUID.randomUUID();
+        final Account account = Mockito.mock(Account.class);
+        Mockito.when(accountUserApi.getAccountById(accountId)).thenReturn(account);
+        Mockito.when(account.getCurrency()).thenReturn(accountCurrency);
+        Mockito.when(account.getId()).thenReturn(accountId);
+        Mockito.when(account.isNotifiedForInvoices()).thenReturn(true);
+        Mockito.when(account.getBillCycleDay()).thenReturn(new MockBillCycleDay(31));
+
+        return account;
+    }
+}
diff --git a/invoice/src/test/java/com/ning/billing/invoice/api/migration/TestDefaultInvoiceMigrationApi.java b/invoice/src/test/java/com/ning/billing/invoice/api/migration/TestDefaultInvoiceMigrationApi.java
index c8c3e71..007f2f6 100644
--- a/invoice/src/test/java/com/ning/billing/invoice/api/migration/TestDefaultInvoiceMigrationApi.java
+++ b/invoice/src/test/java/com/ning/billing/invoice/api/migration/TestDefaultInvoiceMigrationApi.java
@@ -23,130 +23,47 @@ import java.util.UUID;
 
 import org.joda.time.DateTime;
 import org.joda.time.LocalDate;
-import org.mockito.Mockito;
 import org.slf4j.Logger;
 import org.slf4j.LoggerFactory;
 import org.testng.Assert;
-import org.testng.annotations.AfterSuite;
 import org.testng.annotations.BeforeMethod;
-import org.testng.annotations.BeforeSuite;
-import org.testng.annotations.Guice;
 import org.testng.annotations.Test;
 
-import com.google.inject.Inject;
 import com.ning.billing.account.api.Account;
-import com.ning.billing.account.api.AccountUserApi;
-import com.ning.billing.catalog.MockPlan;
-import com.ning.billing.catalog.MockPlanPhase;
-import com.ning.billing.catalog.api.BillingPeriod;
 import com.ning.billing.catalog.api.Currency;
-import com.ning.billing.catalog.api.Plan;
-import com.ning.billing.catalog.api.PlanPhase;
-import com.ning.billing.entitlement.api.SubscriptionTransitionType;
-import com.ning.billing.entitlement.api.billing.BillingModeType;
-import com.ning.billing.entitlement.api.user.Subscription;
-import com.ning.billing.invoice.InvoiceDispatcher;
-import com.ning.billing.invoice.MockBillingEventSet;
 import com.ning.billing.invoice.api.Invoice;
 import com.ning.billing.invoice.api.InvoiceMigrationApi;
-import com.ning.billing.invoice.api.InvoiceNotifier;
 import com.ning.billing.invoice.api.InvoicePaymentApi;
 import com.ning.billing.invoice.api.InvoiceUserApi;
-import com.ning.billing.invoice.dao.InvoiceDao;
-import com.ning.billing.invoice.generator.InvoiceGenerator;
-import com.ning.billing.invoice.notification.NullInvoiceNotifier;
-import com.ning.billing.invoice.tests.InvoicingTestBase;
-import com.ning.billing.junction.api.BillingApi;
-import com.ning.billing.junction.api.BillingEventSet;
-import com.ning.billing.mock.api.MockBillCycleDay;
-import com.ning.billing.util.bus.BusService;
-import com.ning.billing.util.bus.DefaultBusService;
-import com.ning.billing.util.callcontext.CallContext;
-import com.ning.billing.util.callcontext.CallOrigin;
-import com.ning.billing.util.callcontext.DefaultCallContextFactory;
-import com.ning.billing.util.callcontext.UserType;
-import com.ning.billing.util.clock.Clock;
-import com.ning.billing.util.clock.ClockMock;
-import com.ning.billing.util.globallocker.GlobalLocker;
-
-@Guice(modules = {MockModuleNoEntitlement.class})
-public class TestDefaultInvoiceMigrationApi extends InvoicingTestBase {
-    private final Logger log = LoggerFactory.getLogger(TestDefaultInvoiceMigrationApi.class);
-
-    @Inject
-    InvoiceUserApi invoiceUserApi;
-
-    @Inject
-    InvoicePaymentApi invoicePaymentApi;
-
-    @Inject
-    private InvoiceGenerator generator;
-
-    @Inject
-    private InvoiceDao invoiceDao;
-
-    @Inject
-    private GlobalLocker locker;
 
-    @Inject
-    private BusService busService;
-
-    @Inject
-    private InvoiceMigrationApi migrationApi;
+import com.google.inject.Inject;
 
-    @Inject
-    private BillingApi billingApi;
+public class TestDefaultInvoiceMigrationApi extends InvoiceApiTestBase {
 
-    @Inject
-    private AccountUserApi accountUserApi;
+    private final Logger log = LoggerFactory.getLogger(TestDefaultInvoiceMigrationApi.class);
 
-    private Account account;
-    private UUID accountId;
-    private UUID subscriptionId;
     private LocalDate date_migrated;
     private DateTime date_regular;
 
+    private UUID accountId;
     private UUID migrationInvoiceId;
     private UUID regularInvoiceId;
 
     private static final BigDecimal MIGRATION_INVOICE_AMOUNT = new BigDecimal("100.00");
     private static final Currency MIGRATION_INVOICE_CURRENCY = Currency.USD;
 
-    private final Clock clock = new ClockMock();
-
-    @BeforeSuite(groups = "slow")
-    public void setup() throws Exception {
-        busService.getBus().start();
-    }
-
     @BeforeMethod(groups = "slow")
     public void setupMethod() throws Exception {
-        accountId = UUID.randomUUID();
-        subscriptionId = UUID.randomUUID();
         date_migrated = clock.getUTCToday().minusYears(1);
         date_regular = clock.getUTCNow();
 
-        account = Mockito.mock(Account.class);
-        Mockito.when(accountUserApi.getAccountById(accountId)).thenReturn(account);
-        Mockito.when(account.getCurrency()).thenReturn(Currency.USD);
-        Mockito.when(account.getId()).thenReturn(accountId);
-        Mockito.when(account.isNotifiedForInvoices()).thenReturn(true);
-        Mockito.when(account.getBillCycleDay()).thenReturn(new MockBillCycleDay(31));
-
-        migrationInvoiceId = createAndCheckMigrationInvoice();
-        regularInvoiceId = generateRegularInvoice();
+        final Account account = createAccount();
+        accountId = account.getId();
+        migrationInvoiceId = createAndCheckMigrationInvoice(accountId);
+        regularInvoiceId = generateRegularInvoice(account, date_regular);
     }
 
-    @AfterSuite(groups = "slow")
-    public void tearDown() {
-        try {
-            ((DefaultBusService) busService).stopBus();
-        } catch (Exception e) {
-            log.warn("Failed to tearDown test properly ", e);
-        }
-    }
-
-    private UUID createAndCheckMigrationInvoice() {
+    private UUID createAndCheckMigrationInvoice(final UUID accountId) {
         final UUID migrationInvoiceId = migrationApi.createMigrationInvoice(accountId, date_migrated, MIGRATION_INVOICE_AMOUNT, MIGRATION_INVOICE_CURRENCY);
         Assert.assertNotNull(migrationInvoiceId);
         //Double check it was created and values are correct
@@ -166,42 +83,6 @@ public class TestDefaultInvoiceMigrationApi extends InvoicingTestBase {
         return migrationInvoiceId;
     }
 
-    private UUID generateRegularInvoice() throws Exception {
-        final Subscription subscription = Mockito.mock(Subscription.class);
-        Mockito.when(subscription.getId()).thenReturn(subscriptionId);
-        Mockito.when(subscription.getBundleId()).thenReturn(new UUID(0L, 0L));
-        final BillingEventSet events = new MockBillingEventSet();
-        final Plan plan = MockPlan.createBicycleNoTrialEvergreen1USD();
-        final PlanPhase planPhase = MockPlanPhase.create1USDMonthlyEvergreen();
-        final DateTime effectiveDate = new DateTime().minusDays(1);
-        final Currency currency = Currency.USD;
-        final BigDecimal fixedPrice = null;
-        events.add(createMockBillingEvent(account, subscription, effectiveDate, plan, planPhase,
-                                          fixedPrice, BigDecimal.ONE, currency, BillingPeriod.MONTHLY, 1,
-                                          BillingModeType.IN_ADVANCE, "", 1L, SubscriptionTransitionType.CREATE));
-
-        Mockito.when(billingApi.getBillingEventsForAccountAndUpdateAccountBCD(accountId)).thenReturn(events);
-
-        final InvoiceNotifier invoiceNotifier = new NullInvoiceNotifier();
-        final InvoiceDispatcher dispatcher = new InvoiceDispatcher(generator, accountUserApi, billingApi,
-                                                                   invoiceDao, invoiceNotifier, locker, busService.getBus(), clock);
-
-        final CallContext context = new DefaultCallContextFactory(clock).createCallContext("Migration test", CallOrigin.TEST, UserType.TEST);
-        Invoice invoice = dispatcher.processAccount(accountId, date_regular, true, context);
-        Assert.assertNotNull(invoice);
-
-        List<Invoice> invoices = invoiceDao.getInvoicesByAccount(accountId);
-        Assert.assertEquals(invoices.size(), 0);
-
-        invoice = dispatcher.processAccount(accountId, date_regular, false, context);
-        Assert.assertNotNull(invoice);
-
-        invoices = invoiceDao.getInvoicesByAccount(accountId);
-        Assert.assertEquals(invoices.size(), 1);
-
-        return invoice.getId();
-    }
-
     @Test(groups = "slow")
     public void testUserApiAccess() {
         final List<Invoice> byAccount = invoiceUserApi.getInvoicesByAccount(accountId);
diff --git a/invoice/src/test/java/com/ning/billing/invoice/api/user/TestDefaultInvoiceUserApi.java b/invoice/src/test/java/com/ning/billing/invoice/api/user/TestDefaultInvoiceUserApi.java
new file mode 100644
index 0000000..88ce414
--- /dev/null
+++ b/invoice/src/test/java/com/ning/billing/invoice/api/user/TestDefaultInvoiceUserApi.java
@@ -0,0 +1,207 @@
+/*
+ * Copyright 2010-2012 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.api.user;
+
+import java.math.BigDecimal;
+import java.util.UUID;
+
+import org.testng.Assert;
+import org.testng.annotations.BeforeMethod;
+import org.testng.annotations.Test;
+
+import com.ning.billing.ErrorCode;
+import com.ning.billing.account.api.Account;
+import com.ning.billing.invoice.api.InvoiceApiException;
+import com.ning.billing.invoice.api.InvoiceItem;
+import com.ning.billing.invoice.api.InvoiceItemType;
+import com.ning.billing.invoice.api.migration.InvoiceApiTestBase;
+import com.ning.billing.invoice.model.InvoicingConfiguration;
+import com.ning.billing.util.callcontext.CallContext;
+import com.ning.billing.util.callcontext.CallOrigin;
+import com.ning.billing.util.callcontext.DefaultCallContextFactory;
+import com.ning.billing.util.callcontext.UserType;
+
+public class TestDefaultInvoiceUserApi extends InvoiceApiTestBase {
+
+    private UUID accountId;
+    private UUID invoiceId;
+    private CallContext context;
+
+    @BeforeMethod(groups = "slow")
+    public void setupMethod() throws Exception {
+        final Account account = createAccount();
+        accountId = account.getId();
+        invoiceId = generateRegularInvoice(account, clock.getUTCNow());
+        context = new DefaultCallContextFactory(clock).createCallContext("Unit test", CallOrigin.TEST, UserType.TEST);
+    }
+
+    @Test(groups = "slow")
+    public void testAdjustFullInvoice() throws Exception {
+        // Verify the initial invoice balance
+        final BigDecimal invoiceBalance = invoiceUserApi.getInvoice(invoiceId).getBalance();
+        Assert.assertEquals(invoiceBalance.compareTo(BigDecimal.ZERO), 1);
+
+        // Verify the initial account balance
+        final BigDecimal accountBalance = invoiceUserApi.getAccountBalance(accountId);
+        Assert.assertEquals(accountBalance, invoiceBalance);
+
+        // Adjust the invoice for the full amount
+        final InvoiceItem creditInvoiceItem = invoiceUserApi.insertCreditForInvoice(accountId, invoiceId, invoiceBalance,
+                                                                                    clock.getUTCToday(), accountCurrency, context);
+        Assert.assertEquals(creditInvoiceItem.getInvoiceId(), invoiceId);
+        Assert.assertEquals(creditInvoiceItem.getInvoiceItemType(), InvoiceItemType.CREDIT_ADJ);
+        Assert.assertEquals(creditInvoiceItem.getAccountId(), accountId);
+        Assert.assertEquals(creditInvoiceItem.getAmount(), invoiceBalance.negate());
+        Assert.assertEquals(creditInvoiceItem.getCurrency(), accountCurrency);
+        Assert.assertNull(creditInvoiceItem.getLinkedItemId());
+
+        // Verify the adjusted invoice balance
+        final BigDecimal adjustedInvoiceBalance = invoiceUserApi.getInvoice(invoiceId).getBalance();
+        Assert.assertEquals(adjustedInvoiceBalance.compareTo(BigDecimal.ZERO), 0);
+
+        // Verify the adjusted account balance
+        final BigDecimal adjustedAccountBalance = invoiceUserApi.getAccountBalance(accountId);
+        Assert.assertEquals(adjustedAccountBalance, adjustedInvoiceBalance);
+    }
+
+    @Test(groups = "slow")
+    public void testAdjustPartialInvoice() throws Exception {
+        // Verify the initial invoice balance
+        final BigDecimal invoiceBalance = invoiceUserApi.getInvoice(invoiceId).getBalance();
+        Assert.assertEquals(invoiceBalance.compareTo(BigDecimal.ZERO), 1);
+
+        // Verify the initial account balance
+        final BigDecimal accountBalance = invoiceUserApi.getAccountBalance(accountId);
+        Assert.assertEquals(accountBalance, invoiceBalance);
+
+        // Adjust the invoice for a fraction of the balance
+        final BigDecimal creditAmount = invoiceBalance.divide(BigDecimal.TEN);
+        final InvoiceItem creditInvoiceItem = invoiceUserApi.insertCreditForInvoice(accountId, invoiceId, creditAmount,
+                                                                                    clock.getUTCToday(), accountCurrency, context);
+        Assert.assertEquals(creditInvoiceItem.getInvoiceId(), invoiceId);
+        Assert.assertEquals(creditInvoiceItem.getInvoiceItemType(), InvoiceItemType.CREDIT_ADJ);
+        Assert.assertEquals(creditInvoiceItem.getAccountId(), accountId);
+        Assert.assertEquals(creditInvoiceItem.getAmount(), creditAmount.negate());
+        Assert.assertEquals(creditInvoiceItem.getCurrency(), accountCurrency);
+        Assert.assertNull(creditInvoiceItem.getLinkedItemId());
+
+        // Verify the adjusted invoice balance
+        final BigDecimal adjustedInvoiceBalance = invoiceUserApi.getInvoice(invoiceId).getBalance();
+        // Note! The invoice code will round (see InvoiceItemList)
+        Assert.assertEquals(adjustedInvoiceBalance, invoiceBalance.add(creditAmount.negate()).setScale(InvoicingConfiguration.getNumberOfDecimals(),
+                                                                                                       InvoicingConfiguration.getRoundingMode()));
+
+        // Verify the adjusted account balance
+        final BigDecimal adjustedAccountBalance = invoiceUserApi.getAccountBalance(accountId);
+        Assert.assertEquals(adjustedAccountBalance, adjustedInvoiceBalance);
+    }
+
+    @Test(groups = "slow")
+    public void testCantAdjustInvoiceWithNegativeAmount() throws Exception {
+        try {
+            invoiceUserApi.insertCreditForInvoice(accountId, invoiceId, BigDecimal.TEN.negate(), clock.getUTCToday(), accountCurrency, context);
+            Assert.fail("Should not have been able to adjust an invoice with a negative amount");
+        } catch (InvoiceApiException e) {
+            Assert.assertEquals(e.getCode(), ErrorCode.CREDIT_AMOUNT_INVALID.getCode());
+        }
+    }
+
+    @Test(groups = "slow")
+    public void testAdjustFullInvoiceItem() throws Exception {
+        final InvoiceItem invoiceItem = invoiceUserApi.getInvoice(invoiceId).getInvoiceItems().get(0);
+        // Verify we picked a non zero item
+        Assert.assertEquals(invoiceItem.getAmount().compareTo(BigDecimal.ZERO), 1);
+
+        // Verify the initial invoice balance
+        final BigDecimal invoiceBalance = invoiceUserApi.getInvoice(invoiceId).getBalance();
+        Assert.assertEquals(invoiceBalance.compareTo(BigDecimal.ZERO), 1);
+
+        // Verify the initial account balance
+        final BigDecimal accountBalance = invoiceUserApi.getAccountBalance(accountId);
+        Assert.assertEquals(accountBalance, invoiceBalance);
+
+        // Adjust the invoice for the full amount
+        final InvoiceItem adjInvoiceItem = invoiceUserApi.insertInvoiceItemAdjustment(accountId, invoiceId, invoiceItem.getId(),
+                                                                                      clock.getUTCToday(), null, null, context);
+        Assert.assertEquals(adjInvoiceItem.getInvoiceId(), invoiceId);
+        Assert.assertEquals(adjInvoiceItem.getInvoiceItemType(), InvoiceItemType.ITEM_ADJ);
+        Assert.assertEquals(adjInvoiceItem.getAccountId(), accountId);
+        Assert.assertEquals(adjInvoiceItem.getAmount(), invoiceItem.getAmount().negate());
+        Assert.assertEquals(adjInvoiceItem.getCurrency(), accountCurrency);
+        Assert.assertEquals(adjInvoiceItem.getLinkedItemId(), invoiceItem.getId());
+
+        // Verify the adjusted invoice balance
+        final BigDecimal adjustedInvoiceBalance = invoiceUserApi.getInvoice(invoiceId).getBalance();
+        // Note! The invoice code will round (see InvoiceItemList)
+        Assert.assertEquals(adjustedInvoiceBalance, invoiceBalance.add(invoiceItem.getAmount().negate()).setScale(InvoicingConfiguration.getNumberOfDecimals(),
+                                                                                                                  InvoicingConfiguration.getRoundingMode()));
+
+        // Verify the adjusted account balance
+        final BigDecimal adjustedAccountBalance = invoiceUserApi.getAccountBalance(accountId);
+        Assert.assertEquals(adjustedAccountBalance, adjustedInvoiceBalance);
+    }
+
+    @Test(groups = "slow")
+    public void testAdjustPartialInvoiceItem() throws Exception {
+        final InvoiceItem invoiceItem = invoiceUserApi.getInvoice(invoiceId).getInvoiceItems().get(0);
+        // Verify we picked a non zero item
+        Assert.assertEquals(invoiceItem.getAmount().compareTo(BigDecimal.ZERO), 1);
+
+        // Verify the initial invoice balance
+        final BigDecimal invoiceBalance = invoiceUserApi.getInvoice(invoiceId).getBalance();
+        Assert.assertEquals(invoiceBalance.compareTo(BigDecimal.ZERO), 1);
+
+        // Verify the initial account balance
+        final BigDecimal accountBalance = invoiceUserApi.getAccountBalance(accountId);
+        Assert.assertEquals(accountBalance, invoiceBalance);
+
+        // Adjust the invoice for a fraction of the balance
+        final BigDecimal adjAmount = invoiceItem.getAmount().divide(BigDecimal.TEN);
+        final InvoiceItem adjInvoiceItem = invoiceUserApi.insertInvoiceItemAdjustment(accountId, invoiceId, invoiceItem.getId(),
+                                                                                      clock.getUTCToday(), adjAmount, accountCurrency,
+                                                                                      context);
+        Assert.assertEquals(adjInvoiceItem.getInvoiceId(), invoiceId);
+        Assert.assertEquals(adjInvoiceItem.getInvoiceItemType(), InvoiceItemType.ITEM_ADJ);
+        Assert.assertEquals(adjInvoiceItem.getAccountId(), accountId);
+        Assert.assertEquals(adjInvoiceItem.getAmount(), adjAmount.negate());
+        Assert.assertEquals(adjInvoiceItem.getCurrency(), accountCurrency);
+        Assert.assertEquals(adjInvoiceItem.getLinkedItemId(), invoiceItem.getId());
+
+        // Verify the adjusted invoice balance
+        final BigDecimal adjustedInvoiceBalance = invoiceUserApi.getInvoice(invoiceId).getBalance();
+        // Note! The invoice code will round (see InvoiceItemList)
+        Assert.assertEquals(adjustedInvoiceBalance, invoiceBalance.add(adjAmount.negate()).setScale(InvoicingConfiguration.getNumberOfDecimals(),
+                                                                                                    InvoicingConfiguration.getRoundingMode()));
+
+        // Verify the adjusted account balance
+        final BigDecimal adjustedAccountBalance = invoiceUserApi.getAccountBalance(accountId);
+        Assert.assertEquals(adjustedAccountBalance, adjustedInvoiceBalance);
+    }
+
+    @Test(groups = "slow")
+    public void testCantAdjustInvoiceItemWithNegativeAmount() throws Exception {
+        final InvoiceItem invoiceItem = invoiceUserApi.getInvoice(invoiceId).getInvoiceItems().get(0);
+
+        try {
+            invoiceUserApi.insertInvoiceItemAdjustment(accountId, invoiceId, invoiceItem.getId(), clock.getUTCToday(),
+                                                       BigDecimal.TEN.negate(), accountCurrency, context);
+            Assert.fail("Should not have been able to adjust an item with a negative amount");
+        } catch (InvoiceApiException e) {
+            Assert.assertEquals(e.getCode(), ErrorCode.INVOICE_ITEM_ADJUSTMENT_AMOUNT_INVALID.getCode());
+        }
+    }
+}
diff --git a/invoice/src/test/java/com/ning/billing/invoice/dao/MockInvoiceDao.java b/invoice/src/test/java/com/ning/billing/invoice/dao/MockInvoiceDao.java
index 09c196b..a483c06 100644
--- a/invoice/src/test/java/com/ning/billing/invoice/dao/MockInvoiceDao.java
+++ b/invoice/src/test/java/com/ning/billing/invoice/dao/MockInvoiceDao.java
@@ -23,6 +23,8 @@ 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.LocalDate;
 
@@ -269,6 +271,12 @@ public class MockInvoiceDao implements InvoiceDao {
     }
 
     @Override
+    public InvoiceItem insertInvoiceItemAdjustment(final UUID accountId, final UUID invoiceId, final UUID invoiceItemId,
+                                                   final LocalDate effectiveDate, @Nullable final BigDecimal amount, @Nullable final Currency currency, final CallContext context) {
+        throw new UnsupportedOperationException();
+    }
+
+    @Override
     public BigDecimal getAccountCBA(UUID accountId) {
         return null;
     }
diff --git a/invoice/src/test/java/com/ning/billing/invoice/dao/TestInvoiceDaoForItemAdjustment.java b/invoice/src/test/java/com/ning/billing/invoice/dao/TestInvoiceDaoForItemAdjustment.java
new file mode 100644
index 0000000..5e82f30
--- /dev/null
+++ b/invoice/src/test/java/com/ning/billing/invoice/dao/TestInvoiceDaoForItemAdjustment.java
@@ -0,0 +1,147 @@
+/*
+ * Copyright 2010-2012 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.dao;
+
+import java.math.BigDecimal;
+import java.util.List;
+import java.util.UUID;
+
+import org.joda.time.LocalDate;
+import org.mockito.Mockito;
+import org.testng.Assert;
+import org.testng.annotations.Test;
+
+import com.ning.billing.ErrorCode;
+import com.ning.billing.catalog.api.Currency;
+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.invoice.api.InvoiceItemType;
+import com.ning.billing.invoice.model.DefaultInvoice;
+import com.ning.billing.invoice.model.RecurringInvoiceItem;
+import com.ning.billing.util.callcontext.CallContext;
+
+public class TestInvoiceDaoForItemAdjustment extends InvoiceDaoTestBase {
+
+    private static final BigDecimal INVOICE_ITEM_AMOUNT = new BigDecimal("21.00");
+
+    @Test(groups = "slow")
+    public void testAddInvoiceItemAdjustmentForNonExistingInvoiceItemId() throws Exception {
+        final UUID accountId = UUID.randomUUID();
+        final UUID invoiceId = UUID.randomUUID();
+        final UUID invoiceItemId = UUID.randomUUID();
+        final LocalDate effectiveDate = new LocalDate();
+        final CallContext context = Mockito.mock(CallContext.class);
+
+        try {
+            invoiceDao.insertInvoiceItemAdjustment(accountId, invoiceId, invoiceItemId, effectiveDate, null, null, context);
+            Assert.fail("Should not have been able to adjust a non existing invoice item");
+        } catch (Exception e) {
+            Assert.assertEquals(((InvoiceApiException) e.getCause()).getCode(), ErrorCode.INVOICE_ITEM_NOT_FOUND.getCode());
+        }
+    }
+
+    @Test(groups = "slow")
+    public void testAddInvoiceItemAdjustmentForWrongInvoice() throws Exception {
+        final Invoice invoice = new DefaultInvoice(UUID.randomUUID(), clock.getUTCToday(), clock.getUTCToday(), Currency.USD);
+        final InvoiceItem invoiceItem = new RecurringInvoiceItem(invoice.getId(), invoice.getAccountId(), UUID.randomUUID(),
+                                                                 UUID.randomUUID(), "test plan", "test phase",
+                                                                 new LocalDate(2010, 1, 1), new LocalDate(2010, 4, 1),
+                                                                 INVOICE_ITEM_AMOUNT, new BigDecimal("7.00"), Currency.USD);
+        invoice.addInvoiceItem(invoiceItem);
+        invoiceDao.create(invoice, 1, context);
+
+        try {
+            invoiceDao.insertInvoiceItemAdjustment(invoice.getAccountId(), UUID.randomUUID(), invoiceItem.getId(), new LocalDate(2010, 1, 1), null, null, context);
+            Assert.fail("Should not have been able to adjust an item on a non existing invoice");
+        } catch (Exception e) {
+            Assert.assertEquals(((InvoiceApiException) e.getCause()).getCode(), ErrorCode.INVOICE_INVALID_FOR_INVOICE_ITEM_ADJUSTMENT.getCode());
+        }
+    }
+
+    @Test(groups = "slow")
+    public void testAddInvoiceItemAdjustmentForFullAmount() throws Exception {
+        final Invoice invoice = new DefaultInvoice(UUID.randomUUID(), clock.getUTCToday(), clock.getUTCToday(), Currency.USD);
+        final InvoiceItem invoiceItem = new RecurringInvoiceItem(invoice.getId(), invoice.getAccountId(), UUID.randomUUID(),
+                                                                 UUID.randomUUID(), "test plan", "test phase",
+                                                                 new LocalDate(2010, 1, 1), new LocalDate(2010, 4, 1),
+                                                                 INVOICE_ITEM_AMOUNT, new BigDecimal("7.00"), Currency.USD);
+        invoice.addInvoiceItem(invoiceItem);
+        invoiceDao.create(invoice, 1, context);
+
+        final InvoiceItem adjustedInvoiceItem = createAndCheckAdjustment(invoice, invoiceItem, null);
+        Assert.assertEquals(adjustedInvoiceItem.getAmount().compareTo(invoiceItem.getAmount().negate()), 0);
+    }
+
+    @Test(groups = "slow")
+    public void testAddInvoiceItemAdjustmentForPartialAmount() throws Exception {
+        final Invoice invoice = new DefaultInvoice(UUID.randomUUID(), clock.getUTCToday(), clock.getUTCToday(), Currency.USD);
+        final InvoiceItem invoiceItem = new RecurringInvoiceItem(invoice.getId(), invoice.getAccountId(), UUID.randomUUID(),
+                                                                 UUID.randomUUID(), "test plan", "test phase",
+                                                                 new LocalDate(2010, 1, 1), new LocalDate(2010, 4, 1),
+                                                                 INVOICE_ITEM_AMOUNT, new BigDecimal("7.00"), Currency.USD);
+        invoice.addInvoiceItem(invoiceItem);
+        invoiceDao.create(invoice, 1, context);
+
+        final InvoiceItem adjustedInvoiceItem = createAndCheckAdjustment(invoice, invoiceItem, BigDecimal.TEN);
+        Assert.assertEquals(adjustedInvoiceItem.getAmount().compareTo(BigDecimal.TEN.negate()), 0);
+    }
+
+    private InvoiceItem createAndCheckAdjustment(final Invoice invoice, final InvoiceItem invoiceItem, final BigDecimal amount) {
+        final LocalDate effectiveDate = new LocalDate(2010, 1, 1);
+        final InvoiceItem adjustedInvoiceItem = invoiceDao.insertInvoiceItemAdjustment(invoice.getAccountId(), invoice.getId(), invoiceItem.getId(),
+                                                                                       effectiveDate, amount, null, context);
+        Assert.assertEquals(adjustedInvoiceItem.getAccountId(), invoiceItem.getAccountId());
+        Assert.assertNull(adjustedInvoiceItem.getBundleId());
+        Assert.assertEquals(adjustedInvoiceItem.getCurrency(), invoiceItem.getCurrency());
+        Assert.assertEquals(adjustedInvoiceItem.getDescription(), "item-adj");
+        Assert.assertEquals(adjustedInvoiceItem.getEndDate(), effectiveDate);
+        Assert.assertEquals(adjustedInvoiceItem.getInvoiceId(), invoiceItem.getInvoiceId());
+        Assert.assertEquals(adjustedInvoiceItem.getInvoiceItemType(), InvoiceItemType.ITEM_ADJ);
+        Assert.assertEquals(adjustedInvoiceItem.getLinkedItemId(), invoiceItem.getId());
+        Assert.assertNull(adjustedInvoiceItem.getPhaseName());
+        Assert.assertNull(adjustedInvoiceItem.getPlanName());
+        Assert.assertNull(adjustedInvoiceItem.getRate());
+        Assert.assertEquals(adjustedInvoiceItem.getStartDate(), effectiveDate);
+        Assert.assertNull(adjustedInvoiceItem.getSubscriptionId());
+
+        // Retrieve the item by id
+        final InvoiceItem retrievedInvoiceItem = invoiceItemSqlDao.getById(adjustedInvoiceItem.getId().toString());
+        Assert.assertEquals(retrievedInvoiceItem, adjustedInvoiceItem);
+
+        // Retrieve the item by invoice id
+        final Invoice retrievedInvoice = invoiceDao.getById(adjustedInvoiceItem.getInvoiceId());
+        final List<InvoiceItem> invoiceItems = retrievedInvoice.getInvoiceItems();
+        Assert.assertEquals(invoiceItems.size(), 2);
+        final InvoiceItem retrievedByInvoiceInvoiceItem;
+        if (invoiceItems.get(0).getId().equals(adjustedInvoiceItem.getId())) {
+            retrievedByInvoiceInvoiceItem = invoiceItems.get(0);
+        } else {
+            retrievedByInvoiceInvoiceItem = invoiceItems.get(1);
+        }
+        Assert.assertEquals(retrievedByInvoiceInvoiceItem, adjustedInvoiceItem);
+
+        // Verify the invoice balance
+        if (amount == null) {
+            Assert.assertEquals(retrievedInvoice.getBalance().compareTo(BigDecimal.ZERO), 0);
+        } else {
+            Assert.assertEquals(retrievedInvoice.getBalance().compareTo(INVOICE_ITEM_AMOUNT.add(amount.negate())), 0);
+        }
+
+        return adjustedInvoiceItem;
+    }
+}
diff --git a/invoice/src/test/java/com/ning/billing/invoice/model/TestItemAdjInvoiceItem.java b/invoice/src/test/java/com/ning/billing/invoice/model/TestItemAdjInvoiceItem.java
new file mode 100644
index 0000000..316b613
--- /dev/null
+++ b/invoice/src/test/java/com/ning/billing/invoice/model/TestItemAdjInvoiceItem.java
@@ -0,0 +1,39 @@
+/*
+ * Copyright 2010-2012 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.UUID;
+
+import org.joda.time.LocalDate;
+import org.testng.Assert;
+import org.testng.annotations.Test;
+
+import com.ning.billing.catalog.api.Currency;
+import com.ning.billing.invoice.api.InvoiceItem;
+import com.ning.billing.invoice.api.InvoiceItemType;
+
+public class TestItemAdjInvoiceItem {
+
+    @Test(groups = "fast")
+    public void testType() throws Exception {
+        final InvoiceItem invoiceItem = new ItemAdjInvoiceItem(UUID.randomUUID(), UUID.randomUUID(), UUID.randomUUID(),
+                                                               new LocalDate(2010, 1, 1), new BigDecimal("7.00"), Currency.USD,
+                                                               UUID.randomUUID());
+        Assert.assertEquals(invoiceItem.getInvoiceItemType(), InvoiceItemType.ITEM_ADJ);
+    }
+}
diff --git a/jaxrs/src/main/java/com/ning/billing/jaxrs/json/InvoiceItemJsonSimple.java b/jaxrs/src/main/java/com/ning/billing/jaxrs/json/InvoiceItemJsonSimple.java
index 5c2991c..bf09acf 100644
--- a/jaxrs/src/main/java/com/ning/billing/jaxrs/json/InvoiceItemJsonSimple.java
+++ b/jaxrs/src/main/java/com/ning/billing/jaxrs/json/InvoiceItemJsonSimple.java
@@ -17,20 +17,24 @@
 package com.ning.billing.jaxrs.json;
 
 import java.math.BigDecimal;
-import java.util.UUID;
+import java.util.List;
+
+import javax.annotation.Nullable;
 
-import org.joda.time.DateTime;
 import org.joda.time.LocalDate;
 
-import com.fasterxml.jackson.annotation.JsonProperty;
 import com.ning.billing.catalog.api.Currency;
 import com.ning.billing.invoice.api.InvoiceItem;
 
-public class InvoiceItemJsonSimple {
-    private final UUID invoiceId;
-    private final UUID accountId;
-    private final UUID bundleId;
-    private final UUID subscriptionId;
+import com.fasterxml.jackson.annotation.JsonProperty;
+
+public class InvoiceItemJsonSimple extends JsonBase {
+
+    private final String invoiceItemId;
+    private final String invoiceId;
+    private final String accountId;
+    private final String bundleId;
+    private final String subscriptionId;
     private final String planName;
     private final String phaseName;
     private final String description;
@@ -39,17 +43,21 @@ public class InvoiceItemJsonSimple {
     private final BigDecimal amount;
     private final Currency currency;
 
-    public InvoiceItemJsonSimple(@JsonProperty("invoiceId") final UUID invoiceId,
-                                 @JsonProperty("accountId") final UUID accountId,
-                                 @JsonProperty("bundleId") final UUID bundleId,
-                                 @JsonProperty("subscriptionId") final UUID subscriptionId,
+    public InvoiceItemJsonSimple(@JsonProperty("invoiceItemId") final String invoiceItemId,
+                                 @JsonProperty("invoiceId") final String invoiceId,
+                                 @JsonProperty("accountId") final String accountId,
+                                 @JsonProperty("bundleId") final String bundleId,
+                                 @JsonProperty("subscriptionId") final String subscriptionId,
                                  @JsonProperty("planName") final String planName,
                                  @JsonProperty("phaseName") final String phaseName,
                                  @JsonProperty("description") final String description,
                                  @JsonProperty("startDate") final LocalDate startDate,
                                  @JsonProperty("endDate") final LocalDate endDate,
                                  @JsonProperty("amount") final BigDecimal amount,
-                                 @JsonProperty("currency") final Currency currency) {
+                                 @JsonProperty("currency") final Currency currency,
+                                 @JsonProperty("auditLogs") @Nullable final List<AuditLogJson> auditLogs) {
+        super(auditLogs);
+        this.invoiceItemId = invoiceItemId;
         this.invoiceId = invoiceId;
         this.accountId = accountId;
         this.bundleId = bundleId;
@@ -64,24 +72,29 @@ public class InvoiceItemJsonSimple {
     }
 
     public InvoiceItemJsonSimple(final InvoiceItem item) {
-        this(item.getInvoiceId(), item.getAccountId(), item.getBundleId(), item.getSubscriptionId(),
+        this(toString(item.getId()), toString(item.getInvoiceId()), toString(item.getAccountId()),
+             toString(item.getBundleId()), toString(item.getSubscriptionId()),
              item.getPlanName(), item.getPhaseName(), item.getDescription(), item.getStartDate(), item.getEndDate(),
-             item.getAmount(), item.getCurrency());
+             item.getAmount(), item.getCurrency(), null);
     }
 
-    public UUID getInvoiceId() {
+    public String getInvoiceItemId() {
+        return invoiceItemId;
+    }
+
+    public String getInvoiceId() {
         return invoiceId;
     }
 
-    public UUID getAccountId() {
+    public String getAccountId() {
         return accountId;
     }
 
-    public UUID getBundleId() {
+    public String getBundleId() {
         return bundleId;
     }
 
-    public UUID getSubscriptionId() {
+    public String getSubscriptionId() {
         return subscriptionId;
     }
 
@@ -128,7 +141,7 @@ public class InvoiceItemJsonSimple {
             return false;
         }
         if (!((amount == null && that.amount == null) ||
-                (amount != null && that.amount != null && amount.compareTo(that.amount) == 0))) {
+              (amount != null && that.amount != null && amount.compareTo(that.amount) == 0))) {
             return false;
         }
         if (bundleId != null ? !bundleId.equals(that.bundleId) : that.bundleId != null) {
@@ -141,7 +154,10 @@ public class InvoiceItemJsonSimple {
             return false;
         }
         if (!((endDate == null && that.endDate == null) ||
-                (endDate != null && that.endDate != null && endDate.compareTo(that.endDate) == 0))) {
+              (endDate != null && that.endDate != null && endDate.compareTo(that.endDate) == 0))) {
+            return false;
+        }
+        if (invoiceItemId != null ? !invoiceItemId.equals(that.invoiceItemId) : that.invoiceItemId != null) {
             return false;
         }
         if (invoiceId != null ? !invoiceId.equals(that.invoiceId) : that.invoiceId != null) {
@@ -154,7 +170,7 @@ public class InvoiceItemJsonSimple {
             return false;
         }
         if (!((startDate == null && that.startDate == null) ||
-                (startDate != null && that.startDate != null && startDate.compareTo(that.startDate) == 0))) {
+              (startDate != null && that.startDate != null && startDate.compareTo(that.startDate) == 0))) {
             return false;
         }
         if (subscriptionId != null ? !subscriptionId.equals(that.subscriptionId) : that.subscriptionId != null) {
@@ -167,6 +183,7 @@ public class InvoiceItemJsonSimple {
     @Override
     public int hashCode() {
         int result = invoiceId != null ? invoiceId.hashCode() : 0;
+        result = 31 * result + (invoiceItemId != null ? invoiceItemId.hashCode() : 0);
         result = 31 * result + (accountId != null ? accountId.hashCode() : 0);
         result = 31 * result + (bundleId != null ? bundleId.hashCode() : 0);
         result = 31 * result + (subscriptionId != null ? subscriptionId.hashCode() : 0);
diff --git a/jaxrs/src/main/java/com/ning/billing/jaxrs/json/JsonBase.java b/jaxrs/src/main/java/com/ning/billing/jaxrs/json/JsonBase.java
index b3e078c..315e74d 100644
--- a/jaxrs/src/main/java/com/ning/billing/jaxrs/json/JsonBase.java
+++ b/jaxrs/src/main/java/com/ning/billing/jaxrs/json/JsonBase.java
@@ -17,6 +17,7 @@
 package com.ning.billing.jaxrs.json;
 
 import java.util.List;
+import java.util.UUID;
 
 import javax.annotation.Nullable;
 
@@ -55,6 +56,10 @@ public abstract class JsonBase {
         return auditLogs.get(0).getReasonCode();
     }
 
+    protected static String toString(@Nullable final UUID id) {
+        return id == null ? null : id.toString();
+    }
+
     public List<AuditLogJson> getAuditLogs() {
         return auditLogs;
     }
diff --git a/jaxrs/src/main/java/com/ning/billing/jaxrs/resources/BundleResource.java b/jaxrs/src/main/java/com/ning/billing/jaxrs/resources/BundleResource.java
index 083a9a8..3863737 100644
--- a/jaxrs/src/main/java/com/ning/billing/jaxrs/resources/BundleResource.java
+++ b/jaxrs/src/main/java/com/ning/billing/jaxrs/resources/BundleResource.java
@@ -175,6 +175,7 @@ public class BundleResource extends JaxRsResourceBase {
     public Response transferBundle(@PathParam(ID_PARAM_NAME) final String id,
             @QueryParam(QUERY_REQUESTED_DT) final String requestedDate,
             @QueryParam(QUERY_BUNDLE_TRANSFER_ADDON) @DefaultValue("true") final Boolean transferAddOn,
+            @QueryParam(QUERY_BUNDLE_TRANSFER_CANCEL_IMM) @DefaultValue("false") final Boolean cancelImmediatley,
             final BundleJsonNoSubscriptions json,
             @HeaderParam(HDR_CREATED_BY) final String createdBy,
             @HeaderParam(HDR_REASON) final String reason,
@@ -184,7 +185,7 @@ public class BundleResource extends JaxRsResourceBase {
         final SubscriptionBundle bundle = entitlementApi.getBundleFromId(UUID.fromString(id));
         final DateTime inputDate = (requestedDate != null) ? DATE_TIME_FORMATTER.parseDateTime(requestedDate) : null;
         final SubscriptionBundle newBundle = transferApi.transferBundle(bundle.getAccountId(), UUID.fromString(json.getAccountId()), bundle.getKey(), inputDate, transferAddOn,
-                context.createContext(createdBy, reason, comment));
+                cancelImmediatley, context.createContext(createdBy, reason, comment));
 
         return uriBuilder.buildResponse(BundleResource.class, "getBundle", newBundle.getId(), uriInfo.getBaseUri().toString());
     }
diff --git a/jaxrs/src/main/java/com/ning/billing/jaxrs/resources/JaxrsResource.java b/jaxrs/src/main/java/com/ning/billing/jaxrs/resources/JaxrsResource.java
index 4c9ceb0..037d036 100644
--- a/jaxrs/src/main/java/com/ning/billing/jaxrs/resources/JaxrsResource.java
+++ b/jaxrs/src/main/java/com/ning/billing/jaxrs/resources/JaxrsResource.java
@@ -62,6 +62,7 @@ public interface JaxrsResource {
     public static final String QUERY_PAYMENT_METHOD_IS_DEFAULT = "isDefault";
 
     public static final String QUERY_BUNDLE_TRANSFER_ADDON = "transferAddOn";
+    public static final String QUERY_BUNDLE_TRANSFER_CANCEL_IMM = "cancelImmediately";
 
     public static final String ACCOUNTS = "accounts";
     public static final String ACCOUNTS_PATH = PREFIX + "/" + ACCOUNTS;
diff --git a/jaxrs/src/test/java/com/ning/billing/jaxrs/json/TestInvoiceItemJsonSimple.java b/jaxrs/src/test/java/com/ning/billing/jaxrs/json/TestInvoiceItemJsonSimple.java
index 8168844..a182119 100644
--- a/jaxrs/src/test/java/com/ning/billing/jaxrs/json/TestInvoiceItemJsonSimple.java
+++ b/jaxrs/src/test/java/com/ning/billing/jaxrs/json/TestInvoiceItemJsonSimple.java
@@ -17,6 +17,7 @@
 package com.ning.billing.jaxrs.json;
 
 import java.math.BigDecimal;
+import java.util.List;
 import java.util.UUID;
 
 import org.joda.time.LocalDate;
@@ -30,27 +31,17 @@ import com.ning.billing.jaxrs.JaxrsTestSuite;
 import com.ning.billing.util.clock.Clock;
 import com.ning.billing.util.clock.DefaultClock;
 
-import com.fasterxml.jackson.databind.ObjectMapper;
-import com.fasterxml.jackson.databind.SerializationFeature;
-import com.fasterxml.jackson.datatype.joda.JodaModule;
-
 public class TestInvoiceItemJsonSimple extends JaxrsTestSuite {
 
-    private static final ObjectMapper mapper = new ObjectMapper();
-
     private final Clock clock = new DefaultClock();
 
-    static {
-        mapper.registerModule(new JodaModule());
-        mapper.disable(SerializationFeature.WRITE_DATES_AS_TIMESTAMPS);
-    }
-
     @Test(groups = "fast")
     public void testJson() throws Exception {
-        final UUID invoiceId = UUID.randomUUID();
-        final UUID accountId = UUID.randomUUID();
-        final UUID bundleId = UUID.randomUUID();
-        final UUID subscriptionId = UUID.randomUUID();
+        final String invoiceItemId = UUID.randomUUID().toString();
+        final String invoiceId = UUID.randomUUID().toString();
+        final String accountId = UUID.randomUUID().toString();
+        final String bundleId = UUID.randomUUID().toString();
+        final String subscriptionId = UUID.randomUUID().toString();
         final String planName = UUID.randomUUID().toString();
         final String phaseName = UUID.randomUUID().toString();
         final String description = UUID.randomUUID().toString();
@@ -58,9 +49,11 @@ public class TestInvoiceItemJsonSimple extends JaxrsTestSuite {
         final LocalDate endDate = clock.getUTCToday();
         final BigDecimal amount = BigDecimal.TEN;
         final Currency currency = Currency.MXN;
-        final InvoiceItemJsonSimple invoiceItemJsonSimple = new InvoiceItemJsonSimple(invoiceId, accountId, bundleId, subscriptionId,
+        final List<AuditLogJson> auditLogs = createAuditLogsJson();
+        final InvoiceItemJsonSimple invoiceItemJsonSimple = new InvoiceItemJsonSimple(invoiceItemId, invoiceId, accountId, bundleId, subscriptionId,
                                                                                       planName, phaseName, description, startDate, endDate,
-                                                                                      amount, currency);
+                                                                                      amount, currency, auditLogs);
+        Assert.assertEquals(invoiceItemJsonSimple.getInvoiceItemId(), invoiceItemId);
         Assert.assertEquals(invoiceItemJsonSimple.getInvoiceId(), invoiceId);
         Assert.assertEquals(invoiceItemJsonSimple.getAccountId(), accountId);
         Assert.assertEquals(invoiceItemJsonSimple.getBundleId(), bundleId);
@@ -72,20 +65,9 @@ public class TestInvoiceItemJsonSimple extends JaxrsTestSuite {
         Assert.assertEquals(invoiceItemJsonSimple.getEndDate(), endDate);
         Assert.assertEquals(invoiceItemJsonSimple.getAmount(), amount);
         Assert.assertEquals(invoiceItemJsonSimple.getCurrency(), currency);
+        Assert.assertEquals(invoiceItemJsonSimple.getAuditLogs(), auditLogs);
 
         final String asJson = mapper.writeValueAsString(invoiceItemJsonSimple);
-        Assert.assertEquals(asJson, "{\"invoiceId\":\"" + invoiceItemJsonSimple.getInvoiceId().toString() + "\"," +
-                                    "\"accountId\":\"" + invoiceItemJsonSimple.getAccountId().toString() + "\"," +
-                                    "\"bundleId\":\"" + invoiceItemJsonSimple.getBundleId().toString() + "\"," +
-                                    "\"subscriptionId\":\"" + invoiceItemJsonSimple.getSubscriptionId().toString() + "\"," +
-                                    "\"planName\":\"" + invoiceItemJsonSimple.getPlanName() + "\"," +
-                                    "\"phaseName\":\"" + invoiceItemJsonSimple.getPhaseName() + "\"," +
-                                    "\"description\":\"" + invoiceItemJsonSimple.getDescription() + "\"," +
-                                    "\"startDate\":\"" + invoiceItemJsonSimple.getStartDate().toString() + "\"," +
-                                    "\"endDate\":\"" + invoiceItemJsonSimple.getEndDate().toString() + "\"," +
-                                    "\"amount\":" + invoiceItemJsonSimple.getAmount().toString() + "," +
-                                    "\"currency\":\"" + invoiceItemJsonSimple.getCurrency().toString() + "\"}");
-
         final InvoiceItemJsonSimple fromJson = mapper.readValue(asJson, InvoiceItemJsonSimple.class);
         Assert.assertEquals(fromJson, invoiceItemJsonSimple);
     }
@@ -93,6 +75,7 @@ public class TestInvoiceItemJsonSimple extends JaxrsTestSuite {
     @Test(groups = "fast")
     public void testFromInvoiceItem() throws Exception {
         final InvoiceItem invoiceItem = Mockito.mock(InvoiceItem.class);
+        Mockito.when(invoiceItem.getId()).thenReturn(UUID.randomUUID());
         Mockito.when(invoiceItem.getInvoiceId()).thenReturn(UUID.randomUUID());
         Mockito.when(invoiceItem.getAccountId()).thenReturn(UUID.randomUUID());
         Mockito.when(invoiceItem.getBundleId()).thenReturn(UUID.randomUUID());
@@ -106,10 +89,11 @@ public class TestInvoiceItemJsonSimple extends JaxrsTestSuite {
         Mockito.when(invoiceItem.getCurrency()).thenReturn(Currency.EUR);
 
         final InvoiceItemJsonSimple invoiceItemJsonSimple = new InvoiceItemJsonSimple(invoiceItem);
-        Assert.assertEquals(invoiceItemJsonSimple.getInvoiceId(), invoiceItem.getInvoiceId());
-        Assert.assertEquals(invoiceItemJsonSimple.getAccountId(), invoiceItem.getAccountId());
-        Assert.assertEquals(invoiceItemJsonSimple.getBundleId(), invoiceItem.getBundleId());
-        Assert.assertEquals(invoiceItemJsonSimple.getSubscriptionId(), invoiceItem.getSubscriptionId());
+        Assert.assertEquals(invoiceItemJsonSimple.getInvoiceItemId(), invoiceItem.getId().toString());
+        Assert.assertEquals(invoiceItemJsonSimple.getInvoiceId(), invoiceItem.getInvoiceId().toString());
+        Assert.assertEquals(invoiceItemJsonSimple.getAccountId(), invoiceItem.getAccountId().toString());
+        Assert.assertEquals(invoiceItemJsonSimple.getBundleId(), invoiceItem.getBundleId().toString());
+        Assert.assertEquals(invoiceItemJsonSimple.getSubscriptionId(), invoiceItem.getSubscriptionId().toString());
         Assert.assertEquals(invoiceItemJsonSimple.getPlanName(), invoiceItem.getPlanName());
         Assert.assertEquals(invoiceItemJsonSimple.getPhaseName(), invoiceItem.getPhaseName());
         Assert.assertEquals(invoiceItemJsonSimple.getDescription(), invoiceItem.getDescription());
diff --git a/jaxrs/src/test/java/com/ning/billing/jaxrs/json/TestInvoiceJsonWithItems.java b/jaxrs/src/test/java/com/ning/billing/jaxrs/json/TestInvoiceJsonWithItems.java
index c66bc4f..1b310f6 100644
--- a/jaxrs/src/test/java/com/ning/billing/jaxrs/json/TestInvoiceJsonWithItems.java
+++ b/jaxrs/src/test/java/com/ning/billing/jaxrs/json/TestInvoiceJsonWithItems.java
@@ -99,10 +99,10 @@ public class TestInvoiceJsonWithItems extends JaxrsTestSuite {
         Assert.assertNull(invoiceJsonWithItems.getAuditLogs());
 
         final InvoiceItemJsonSimple invoiceItemJsonSimple = invoiceJsonWithItems.getItems().get(0);
-        Assert.assertEquals(invoiceItemJsonSimple.getInvoiceId(), invoiceItem.getInvoiceId());
-        Assert.assertEquals(invoiceItemJsonSimple.getAccountId(), invoiceItem.getAccountId());
-        Assert.assertEquals(invoiceItemJsonSimple.getBundleId(), invoiceItem.getBundleId());
-        Assert.assertEquals(invoiceItemJsonSimple.getSubscriptionId(), invoiceItem.getSubscriptionId());
+        Assert.assertEquals(invoiceItemJsonSimple.getInvoiceId(), invoiceItem.getInvoiceId().toString());
+        Assert.assertEquals(invoiceItemJsonSimple.getAccountId(), invoiceItem.getAccountId().toString());
+        Assert.assertEquals(invoiceItemJsonSimple.getBundleId(), invoiceItem.getBundleId().toString());
+        Assert.assertEquals(invoiceItemJsonSimple.getSubscriptionId(), invoiceItem.getSubscriptionId().toString());
         Assert.assertEquals(invoiceItemJsonSimple.getPlanName(), invoiceItem.getPlanName());
         Assert.assertEquals(invoiceItemJsonSimple.getPhaseName(), invoiceItem.getPhaseName());
         Assert.assertEquals(invoiceItemJsonSimple.getDescription(), invoiceItem.getDescription());
@@ -113,10 +113,11 @@ public class TestInvoiceJsonWithItems extends JaxrsTestSuite {
     }
 
     private InvoiceItemJsonSimple createInvoiceItemJson() {
-        final UUID invoiceId = UUID.randomUUID();
-        final UUID accountId = UUID.randomUUID();
-        final UUID bundleId = UUID.randomUUID();
-        final UUID subscriptionId = UUID.randomUUID();
+        final String invoiceItemId = UUID.randomUUID().toString();
+        final String invoiceId = UUID.randomUUID().toString();
+        final String accountId = UUID.randomUUID().toString();
+        final String bundleId = UUID.randomUUID().toString();
+        final String subscriptionId = UUID.randomUUID().toString();
         final String planName = UUID.randomUUID().toString();
         final String phaseName = UUID.randomUUID().toString();
         final String description = UUID.randomUUID().toString();
@@ -124,9 +125,9 @@ public class TestInvoiceJsonWithItems extends JaxrsTestSuite {
         final LocalDate endDate = clock.getUTCToday();
         final BigDecimal amount = BigDecimal.TEN;
         final Currency currency = Currency.MXN;
-        return new InvoiceItemJsonSimple(invoiceId, accountId, bundleId, subscriptionId,
+        return new InvoiceItemJsonSimple(invoiceItemId, invoiceId, accountId, bundleId, subscriptionId,
                                          planName, phaseName, description, startDate, endDate,
-                                         amount, currency);
+                                         amount, currency, null);
     }
 
     private InvoiceItem createInvoiceItem() {
diff --git a/junction/src/main/java/com/ning/billing/junction/plumbing/billing/BillCycleDayCalculator.java b/junction/src/main/java/com/ning/billing/junction/plumbing/billing/BillCycleDayCalculator.java
index fb8998e..8ecc101 100644
--- a/junction/src/main/java/com/ning/billing/junction/plumbing/billing/BillCycleDayCalculator.java
+++ b/junction/src/main/java/com/ning/billing/junction/plumbing/billing/BillCycleDayCalculator.java
@@ -29,6 +29,7 @@ import com.ning.billing.catalog.api.BillingAlignment;
 import com.ning.billing.catalog.api.Catalog;
 import com.ning.billing.catalog.api.CatalogApiException;
 import com.ning.billing.catalog.api.CatalogService;
+import com.ning.billing.catalog.api.PhaseType;
 import com.ning.billing.catalog.api.Plan;
 import com.ning.billing.catalog.api.PlanPhase;
 import com.ning.billing.catalog.api.PlanPhaseSpecifier;
@@ -118,7 +119,9 @@ public class BillCycleDayCalculator {
 
     @VisibleForTesting
     BillCycleDay calculateBcdFromSubscription(final Subscription subscription, final Plan plan, final Account account) throws AccountApiException {
-        final DateTime date = plan.dateOfFirstRecurringNonZeroCharge(subscription.getStartDate());
+
+        final PhaseType currentPhaseType = subscription.getCurrentPhase() != null ?  subscription.getCurrentPhase().getPhaseType() : null;
+        final DateTime date = plan.dateOfFirstRecurringNonZeroCharge(subscription.getStartDate(), currentPhaseType);
         // There are really two kinds of billCycleDay:
         // - a System billingCycleDay which should be computed from UTC time (in order to get the correct notification time at
         //   the end of each service period)
diff --git a/junction/src/test/java/com/ning/billing/junction/plumbing/billing/TestBillCycleDayCalculator.java b/junction/src/test/java/com/ning/billing/junction/plumbing/billing/TestBillCycleDayCalculator.java
index b5b327a..f243bbf 100644
--- a/junction/src/test/java/com/ning/billing/junction/plumbing/billing/TestBillCycleDayCalculator.java
+++ b/junction/src/test/java/com/ning/billing/junction/plumbing/billing/TestBillCycleDayCalculator.java
@@ -60,7 +60,7 @@ public class TestBillCycleDayCalculator {
 
         // Create a the base plan associated with that subscription
         final Plan plan = Mockito.mock(Plan.class);
-        Mockito.when(plan.dateOfFirstRecurringNonZeroCharge(bpStartDateUTC)).thenReturn(bpStartDateUTC);
+        Mockito.when(plan.dateOfFirstRecurringNonZeroCharge(bpStartDateUTC, null)).thenReturn(bpStartDateUTC);
         final Catalog catalog = Mockito.mock(Catalog.class);
         Mockito.when(catalog.findPlan(Mockito.anyString(), Mockito.<DateTime>any(), Mockito.<DateTime>any())).thenReturn(plan);
 
@@ -140,7 +140,7 @@ public class TestBillCycleDayCalculator {
         Mockito.when(subscription.getStartDate()).thenReturn(startDateUTC);
 
         final Plan plan = Mockito.mock(Plan.class);
-        Mockito.when(plan.dateOfFirstRecurringNonZeroCharge(startDateUTC)).thenReturn(startDateUTC);
+        Mockito.when(plan.dateOfFirstRecurringNonZeroCharge(startDateUTC, null)).thenReturn(startDateUTC);
 
         final Account account = Mockito.mock(Account.class);
         Mockito.when(account.getTimeZone()).thenReturn(accountTimeZone);
diff --git a/util/src/test/java/com/ning/billing/mock/MockPlan.java b/util/src/test/java/com/ning/billing/mock/MockPlan.java
index 2e153c8..2d39621 100644
--- a/util/src/test/java/com/ning/billing/mock/MockPlan.java
+++ b/util/src/test/java/com/ning/billing/mock/MockPlan.java
@@ -24,6 +24,7 @@ import org.joda.time.DateTime;
 
 import com.ning.billing.catalog.api.BillingPeriod;
 import com.ning.billing.catalog.api.CatalogApiException;
+import com.ning.billing.catalog.api.PhaseType;
 import com.ning.billing.catalog.api.Plan;
 import com.ning.billing.catalog.api.PlanPhase;
 import com.ning.billing.catalog.api.Product;
@@ -97,7 +98,7 @@ public class MockPlan implements Plan {
     }
 
     @Override
-    public DateTime dateOfFirstRecurringNonZeroCharge(final DateTime subscriptionStartDate) {
+    public DateTime dateOfFirstRecurringNonZeroCharge(final DateTime subscriptionStartDate, PhaseType initialPhaseType) {
         throw new UnsupportedOperationException();
     }
 }