private void createOrderProcess(
NewInvoiceDTO newInvoice, InvoiceDTO invoice, BillingProcessDTO process, Integer origin)
throws SessionInternalError {
LOG.debug("Generating order process records...");
// update the orders involved, now that their old data is not needed
// anymore
for (int f = 0; f < newInvoice.getOrders().size(); f++) {
OrderDTO order = (OrderDTO) newInvoice.getOrders().get(f);
LOG.debug(" ... order " + order.getId());
// this will help later
List<PeriodOfTime> periodsList = newInvoice.getPeriods().get(f);
Date startOfBillingPeriod = (Date) periodsList.get(0).getStart();
Date endOfBillingPeriod = periodsList.get(periodsList.size() - 1).getEnd();
Integer periods = (Integer) newInvoice.getPeriods().get(f).size();
// We don't update orders if this is just a review
if (newInvoice.getIsReview().intValue() == 0) {
// update the to_process if applicable
updateStatusFinished(order, startOfBillingPeriod, endOfBillingPeriod);
// update this order process field
updateNextBillableDay(order, endOfBillingPeriod);
}
// create the period and update the order-invoice relationship
try {
OrderProcessDAS das = new OrderProcessDAS();
OrderProcessDTO orderProcess = new OrderProcessDTO();
orderProcess.setPeriodStart(startOfBillingPeriod);
orderProcess.setPeriodEnd(endOfBillingPeriod);
orderProcess.setIsReview(newInvoice.getIsReview());
orderProcess.setPurchaseOrder(order);
InvoiceDAS invDas = new InvoiceDAS();
orderProcess.setInvoice(invDas.find(invoice.getId()));
BillingProcessDAS proDas = new BillingProcessDAS();
orderProcess.setBillingProcess(process != null ? proDas.find(process.getId()) : null);
orderProcess.setPeriodsIncluded(periods);
orderProcess.setOrigin(origin);
orderProcess = das.save(orderProcess);
LOG.debug(
"created order process id " + orderProcess.getId() + " for order " + order.getId());
} catch (Exception e) {
throw new SessionInternalError(e);
}
}
}
/**
* Review all users for the given day, and age those that have outstanding invoices over the set
* number of days for an ageing step.
*
* @param steps ageing steps
* @param today today's date
* @param executorId executor id
*/
public void reviewAllUsers(
Integer entityId, Set<AgeingEntityStepDTO> steps, Date today, Integer executorId) {
LOG.debug("Reviewing users for entity " + entityId + " ...");
// go over all the users already in the ageing system
for (UserDTO user : new UserDAS().findAgeing(entityId)) {
ageUser(steps, user, today, executorId);
}
// go over the active users with payable invoices
try {
UserDAS userDas = new UserDAS();
InvoiceDAS invoiceDas = new InvoiceDAS();
CachedRowSet users = new UserBL().findActiveWithOpenInvoices(entityId);
while (users.next()) {
Integer userId = users.getInt(1);
UserDTO user = userDas.find(userId);
int gracePeriod = getGracePeriod(entityId);
LOG.debug(
"Reviewing invoices for user "
+ user.getId()
+ " using a grace period of "
+ gracePeriod
+ " days.");
for (InvoiceDTO invoice : invoiceDas.findProccesableByUser(user)) {
if (isInvoiceOverdue(invoice, user, gracePeriod, today)) {
ageUser(steps, user, today, executorId);
break;
}
}
}
} catch (SQLException e) {
LOG.error("Failed to fetch users with payable invoices.", e);
} catch (NamingException e) {
LOG.error("Exception fetching users with payable invoices.", e);
}
}
/**
* @param userId
* @param newInvoice
* @param process It can be null.
*/
public void create(
Integer userId, NewInvoiceDTO newInvoice, BillingProcessDTO process, Integer executorUserId) {
// find out the entity id
PreferenceBL pref = new PreferenceBL();
UserBL user = null;
Integer entityId;
if (process != null) {
entityId = process.getEntity().getId();
} else {
// this is a manual invoice, there's no billing process
user = new UserBL(userId);
entityId = user.getEntityId(userId);
}
// verify if this entity is using the 'continuous invoice date'
// preference
try {
pref.set(entityId, Constants.PREFERENCE_CONTINUOUS_DATE);
if (StringUtils.isNotBlank(pref.getString())) {
Date lastDate = com.sapienter.jbilling.common.Util.parseDate(pref.getString());
LOG.debug("Last date invoiced: " + lastDate);
if (lastDate.after(newInvoice.getBillingDate())) {
LOG.debug(
"Due date is before the last recorded date. Moving due date forward for continuous invoice dates.");
newInvoice.setBillingDate(lastDate);
} else {
// update the lastest date only if this is not a review
if (newInvoice.getIsReview() == null || newInvoice.getIsReview() == 0) {
pref.createUpdateForEntity(
entityId,
Constants.PREFERENCE_CONTINUOUS_DATE,
com.sapienter.jbilling.common.Util.parseDate(newInvoice.getBillingDate()));
}
}
}
} catch (EmptyResultDataAccessException e) {
// not interested, ignore
}
// in any case, ensure that the due date is => that invoice date
if (newInvoice.getDueDate().before(newInvoice.getBillingDate())) {
LOG.debug("Due date before billing date, moving date up to billing date.");
newInvoice.setDueDate(newInvoice.getBillingDate());
}
// ensure that there are only so many decimals in the invoice
int decimals = Constants.BIGDECIMAL_SCALE;
try {
pref.set(entityId, Constants.PREFERENCE_INVOICE_DECIMALS);
decimals = pref.getInt();
} catch (EmptyResultDataAccessException e) {
// not interested, ignore
}
LOG.debug("Rounding " + newInvoice.getTotal() + " to " + decimals + " decimals");
if (newInvoice.getTotal() != null) {
newInvoice.setTotal(newInvoice.getTotal().setScale(decimals, Constants.BIGDECIMAL_ROUND));
}
if (newInvoice.getBalance() != null) {
newInvoice.setBalance(newInvoice.getBalance().setScale(decimals, Constants.BIGDECIMAL_ROUND));
}
// some API calls only accept ID's and do not pass meta-fields
// update and validate meta-fields if they've been populated
if (newInvoice.getMetaFields() != null && !newInvoice.getMetaFields().isEmpty()) {
newInvoice.updateMetaFieldsWithValidation(entityId, newInvoice);
}
// create the invoice row
invoice = invoiceDas.create(userId, newInvoice, process);
// add delegated/included invoice links
if (newInvoice.getIsReview() == 0) {
for (InvoiceDTO dto : newInvoice.getInvoices()) {
dto.setInvoice(invoice);
}
}
// add the customer notes if it applies
try {
pref.set(entityId, Constants.PREFERENCE_SHOW_NOTE_IN_INVOICE);
} catch (EmptyResultDataAccessException e) {
// use the default then
}
if (pref.getInt() == 1) {
if (user == null) {
user = new UserBL(userId);
}
if (user.getEntity().getCustomer() != null
&& user.getEntity().getCustomer().getNotes() != null) {
// append the notes if there's some text already there
newInvoice.setCustomerNotes(
(newInvoice.getCustomerNotes() == null)
? user.getEntity().getCustomer().getNotes()
: newInvoice.getCustomerNotes() + " " + user.getEntity().getCustomer().getNotes());
}
}
// notes might come from the customer, the orders, or both
if (newInvoice.getCustomerNotes() != null && newInvoice.getCustomerNotes().length() > 0) {
invoice.setCustomerNotes(newInvoice.getCustomerNotes());
}
// calculate/compose the number
String numberStr = null;
if (newInvoice.getIsReview() != null && newInvoice.getIsReview() == 1) {
// invoices for review will be seen by the entity employees
// so the entity locale will be used
EntityBL entity = new EntityBL(entityId);
ResourceBundle bundle = ResourceBundle.getBundle("entityNotifications", entity.getLocale());
numberStr = bundle.getString("invoice.review.number");
} else if (newInvoice.getPublicNumber() == null || newInvoice.getPublicNumber().length() == 0) {
String prefix;
try {
pref.set(entityId, Constants.PREFERENCE_INVOICE_PREFIX);
prefix = pref.getString();
if (prefix == null) {
prefix = "";
}
} catch (EmptyResultDataAccessException e) {
prefix = "";
}
int number;
try {
pref.set(entityId, Constants.PREFERENCE_INVOICE_NUMBER);
number = pref.getInt();
} catch (EmptyResultDataAccessException e1) {
number = 1;
}
numberStr = prefix + number;
// update for the next time
number++;
pref.createUpdateForEntity(entityId, Constants.PREFERENCE_INVOICE_NUMBER, number);
} else { // for upload of legacy invoices
numberStr = newInvoice.getPublicNumber();
}
invoice.setPublicNumber(numberStr);
// set the invoice's contact info with the current user's primary
ContactBL contact = new ContactBL();
contact.set(userId);
contact.createForInvoice(contact.getDTO(), invoice.getId());
// add a log row for convenience
if (null != executorUserId) {
eLogger.audit(
executorUserId,
userId,
Constants.TABLE_INVOICE,
invoice.getId(),
EventLogger.MODULE_INVOICE_MAINTENANCE,
EventLogger.ROW_CREATED,
null,
null,
null);
} else {
eLogger.auditBySystem(
entityId,
userId,
Constants.TABLE_INVOICE,
invoice.getId(),
EventLogger.MODULE_INVOICE_MAINTENANCE,
EventLogger.ROW_CREATED,
null,
null,
null);
}
}
public void set(Integer id) {
invoice = invoiceDas.find(id);
}
public InvoiceDTO[] generateInvoice(
BillingProcessDTO process, UserDTO user, boolean isReview, boolean onlyRecurring)
throws SessionInternalError {
Integer userId = user.getUserId();
Integer entityId = user.getEntity().getId();
// get the configuration
boolean useProcessDateForInvoice = true;
int maximumPeriods = 1;
boolean paymentApplication = false;
try {
ConfigurationBL config = new ConfigurationBL(process.getEntity().getId());
useProcessDateForInvoice = config.getEntity().getInvoiceDateProcess() == 1;
maximumPeriods = config.getEntity().getMaximumPeriods();
paymentApplication = config.getEntity().getAutoPaymentApplication() == 1;
} catch (Exception e) {
// swallow exception
}
// this contains the generated invoices, one per due date
// found in the applicable purchase orders.
// The key is the object TimePeriod
Hashtable<TimePeriod, NewInvoiceDTO> newInvoices = new Hashtable<TimePeriod, NewInvoiceDTO>();
InvoiceDTO[] retValue = null;
LOG.debug(
"In generateInvoice for user " + userId + " process date:" + process.getBillingDate());
/*
* Go through the orders first
* This method will recursively call itself to find sub-accounts in any
* level
*/
boolean includedOrders =
processOrdersForUser(
user,
entityId,
process,
isReview,
onlyRecurring,
useProcessDateForInvoice,
maximumPeriods,
newInvoices);
if (!includedOrders || newInvoices.size() == 0) {
// check if invoices without orders are allowed
PreferenceBL preferenceBL = new PreferenceBL();
try {
preferenceBL.set(entityId, Constants.PREFERENCE_ALLOW_INVOICES_WITHOUT_ORDERS);
} catch (EmptyResultDataAccessException fe) {
// use default
}
if (preferenceBL.getInt() == 0) {
LOG.debug("No applicable orders. No invoice generated (skipping invoices).");
return null;
}
}
if (!isReview) {
for (Map.Entry<TimePeriod, NewInvoiceDTO> newInvoiceEntry : newInvoices.entrySet()) {
// process events before orders added to invoice
processOrderToInvoiceEvents(newInvoiceEntry.getValue(), entityId);
}
}
/*
* Include those invoices that should've been paid
* (or have negative balance, as credits)
*/
LOG.debug("Considering overdue invoices");
// find the invoice home interface
InvoiceDAS invoiceDas = new InvoiceDAS();
// any of the new invoices being created could hold the overdue invoices
NewInvoiceDTO holder =
newInvoices.isEmpty() ? null : (NewInvoiceDTO) newInvoices.elements().nextElement();
Collection dueInvoices = invoiceDas.findWithBalanceByUser(user);
LOG.debug("Processing invoices for user " + user.getUserId());
// go through each of them, and update the DTO if it applies
for (Iterator it = dueInvoices.iterator(); it.hasNext(); ) {
InvoiceDTO invoice = (InvoiceDTO) it.next();
if (invoice.getToProcess() == InvoiceDTO.DO_NOT_PROCESS) {
LOG.debug("skipping invoice " + invoice.getId() + " because DO_NOT_PROCESS is set");
continue;
}
LOG.debug("Processing invoice " + invoice.getId());
// apply any invoice processing filter pluggable task
try {
PluggableTaskManager taskManager =
new PluggableTaskManager(entityId, Constants.PLUGGABLE_TASK_INVOICE_FILTER);
InvoiceFilterTask task = (InvoiceFilterTask) taskManager.getNextClass();
boolean isProcessable = true;
while (task != null) {
isProcessable = task.isApplicable(invoice, process);
if (!isProcessable) {
break; // no need to keep doing more tests
}
task = (InvoiceFilterTask) taskManager.getNextClass();
}
// include this invoice only if it complies with all the rules
if (isProcessable) {
// check for an invoice
if (holder == null) {
// Since there are no new invoices (therefore no orders),
// don't let invoices with positive balances generate
// an invoice.
if (BigDecimal.ZERO.compareTo(invoice.getBalance()) < 0) {
continue;
}
// no invoice/s yet (no applicable orders), so create one
holder = new NewInvoiceDTO();
holder.setDate(process.getBillingDate());
holder.setIsReview(isReview ? new Integer(1) : new Integer(0));
holder.setCarriedBalance(BigDecimal.ZERO);
holder.setInvoiceStatus(new InvoiceStatusDAS().find(Constants.INVOICE_STATUS_UNPAID));
// need to set a due date, so use the order default
OrderBL orderBl = new OrderBL();
OrderDTO order = new OrderDTO();
order.setBaseUserByUserId(user);
orderBl.set(order);
TimePeriod dueDatePeriod = orderBl.getDueDate();
holder.setDueDatePeriod(dueDatePeriod);
newInvoices.put(dueDatePeriod, holder);
}
InvoiceBL ibl = new InvoiceBL(invoice);
holder.addInvoice(ibl.getDTO());
// for those invoices wiht only overdue invoices, the
// currency has to be initialized
if (holder.getCurrency() == null) {
holder.setCurrency(invoice.getCurrency());
} else if (holder.getCurrency().getId() != invoice.getCurrency().getId()) {
throw new SessionInternalError(
"An invoice with different "
+ "currency is not supported. "
+ "Currency = "
+ holder.getCurrency().getId()
+ "invoice = "
+ invoice.getId());
}
// update the amount of the new invoice that is due to
// previously unpaid overdue invoices
// carry the remaining balance, plus the previously carried balance to the new invoice
BigDecimal balance =
(invoice.getBalance() == null) ? BigDecimal.ZERO : invoice.getBalance();
BigDecimal carried = balance.add(holder.getCarriedBalance());
holder.setCarriedBalance(carried);
}
LOG.debug("invoice " + invoice.getId() + " result " + isProcessable);
} catch (PluggableTaskException e) {
LOG.fatal("Problems handling task invoice filter.", e);
throw new SessionInternalError("Problems handling task invoice filter.");
} catch (TaskException e) {
LOG.fatal("Problems excecuting task invoice filter.", e);
throw new SessionInternalError("Problems executing task invoice filter.");
}
}
if (newInvoices.size() == 0) {
// no orders or invoices for this invoice
LOG.debug("No applicable orders or invoices. No invoice generated (skipping invoices).");
return null;
}
try {
retValue = new InvoiceDTO[newInvoices.size()];
int index = 0;
for (NewInvoiceDTO invoice : newInvoices.values()) {
LOG.debug(
"Processing invoice "
+ invoice.getId()
+ " "
+ invoice.getBalance()
+ " "
+ invoice.getTotal());
/*
* Apply invoice composition tasks to the new invoices object
*/
composeInvoice(entityId, user.getUserId(), invoice);
LOG.debug(
" after composeInvoice "
+ invoice.getId()
+ " "
+ invoice.getBalance()
+ " "
+ invoice.getTotal());
if (!isReview) {
// process events after orders added to invoice
processOrderAddedOnInvoiceEvents(invoice, entityId);
LOG.debug("processing old invoices");
for (InvoiceDTO oldInvoice : invoice.getInvoices()) {
// since this invoice is being delegated, mark it as being carried forward
// so that it is not re-processed later. do not clear the old balance!
LOG.debug(
" setting status unpaid and carried on "
+ oldInvoice.getId()
+ " "
+ oldInvoice.getBalance()
+ " "
+ oldInvoice.getTotal());
oldInvoice.setInvoiceStatus(
new InvoiceStatusDAS().find(Constants.INVOICE_STATUS_UNPAID_AND_CARRIED));
}
}
/*
* apply this object to the DB, generating the actual rows
*/
// only if the invoice generated actually has some lines in it
if (invoice.areLinesGeneratedEmpty()) {
LOG.warn(
"User "
+ user.getUserId()
+ " had orders or invoices but"
+ " the invoice composition task didn't generate any lines.");
continue;
}
// If this is a web services API call, the billing
// process id is 0. Don't link to the billing process
// object for API calls.
retValue[index] =
generateDBInvoice(
user.getUserId(),
invoice,
(process.getId() != 0 ? process : null),
Constants.ORDER_PROCESS_ORIGIN_PROCESS);
// try to get this new invioce paid by previously unlinked
// payments
if (paymentApplication && !isReview) {
PaymentBL pBL = new PaymentBL();
pBL.automaticPaymentApplication(retValue[index]);
}
index++;
}
} catch (PluggableTaskException e1) {
LOG.error("Error handling pluggable tasks when composing an invoice");
throw new SessionInternalError(e1);
} catch (TaskException e1) {
LOG.error("Task exception when composing an invoice");
throw new SessionInternalError(e1);
} catch (Exception e1) {
LOG.error("Error, probably linking payments", e1);
throw new SessionInternalError(e1);
}
InvoicesGeneratedEvent generatedEvent = new InvoicesGeneratedEvent(entityId, process.getId());
generatedEvent.addInvoices(retValue);
EventManager.process(generatedEvent);
return retValue;
}