/**
* Removes a user from the ageing process (makes them active), ONLY if they do not still have
* overdue invoices.
*
* @param user user to make active
* @param excludedInvoiceId invoice id to ignore when determining if the user CAN be made active
* @param executorId executor id
*/
public void removeUser(UserDTO user, Integer executorId, Integer excludedInvoiceId) {
Date now = new Date();
// validate that the user actually needs a status change
if (user.getStatus().getId() != UserDTOEx.STATUS_ACTIVE) {
LOG.debug("User " + user.getId() + " is already active, no need to remove from ageing.");
return;
}
// validate that the user does not still have overdue invoices
try {
if (new InvoiceBL().isUserWithOverdueInvoices(user.getUserId(), now, excludedInvoiceId)) {
LOG.debug(
"User " + user.getId() + " still has overdue invoices, cannot remove from ageing.");
return;
}
} catch (SQLException e) {
LOG.error("Exception occurred checking for overdue invoices.", e);
return;
}
// make the status change.
LOG.debug("Removing user " + user.getUserId() + " from ageing (making active).");
UserStatusDTO status = new UserStatusDAS().find(UserDTOEx.STATUS_ACTIVE);
setUserStatus(user, status, now, null);
}
private Integer findUserId(OrderDTO order) {
UserDTO user = order.getUser();
// while this user has a parent and the flag is off, keep looking
while (user.getCustomer().getParent() != null
&& (user.getCustomer().getInvoiceChild() == null
|| user.getCustomer().getInvoiceChild() == 0)) {
// go up one level
LOG.debug("finding parent for invoicing. Now " + user.getUserId());
user = user.getCustomer().getParent().getBaseUser();
}
return user.getUserId();
}
/**
* Moves a user one step forward in the ageing process (move from active -> suspended etc.). The
* user will only be moved if they have spent long enough in their present status.
*
* @param steps ageing steps
* @param user user to age
* @param today today's date
* @return the resulting ageing step for the user after ageing
*/
public AgeingEntityStepDTO ageUser(
Set<AgeingEntityStepDTO> steps, UserDTO user, Date today, Integer executorId) {
LOG.debug("Ageing user " + user.getId());
Integer currentStatusId = user.getStatus().getId();
UserStatusDTO nextStatus = null;
AgeingEntityStepDTO ageingStep = null;
if (currentStatusId.equals(UserDTOEx.STATUS_ACTIVE)) {
// send welcome message (initial step after active).
nextStatus = getNextAgeingStep(steps, UserDTOEx.STATUS_ACTIVE);
} else {
// user already in the ageing process
ageingStep = new AgeingEntityStepDAS().findStep(user.getEntity().getId(), currentStatusId);
if (ageingStep != null) {
// determine the next ageing step
if (isAgeingRequired(user, ageingStep, today)) {
nextStatus = getNextAgeingStep(steps, currentStatusId);
LOG.debug(
"User "
+ user.getId()
+ " needs to be aged to '"
+ getStatusDescription(nextStatus)
+ "'");
}
} else {
// User is in a non-existent ageing status... Either the status was removed or
// the data is bad. As a workaround, just move to the next status.
nextStatus = getNextAgeingStep(steps, currentStatusId);
LOG.warn(
"User "
+ user.getId()
+ " is in an invalid ageing step. Moving to '"
+ getStatusDescription(nextStatus)
+ "'");
}
}
// set status
if (nextStatus != null) {
setUserStatus(user, nextStatus, today, null);
} else {
LOG.debug("Next status is null, no further ageing steps are available.");
eLogger.warning(
user.getEntity().getId(),
user.getUserId(),
user.getUserId(),
EventLogger.MODULE_USER_MAINTENANCE,
EventLogger.NO_FURTHER_STEP,
Constants.TABLE_BASE_USER);
}
return ageingStep;
}
private boolean processOrdersForUser(
UserDTO user,
Integer entityId,
BillingProcessDTO process,
boolean isReview,
boolean onlyRecurring,
boolean useProcessDateForInvoice,
int maximumPeriods,
Hashtable<TimePeriod, NewInvoiceDTO> newInvoices) {
boolean includedOrders = false;
Integer userId = user.getUserId();
LOG.debug("Processing orders for user " + userId);
// initialize the subaccounts iterator if this user is a parent
Iterator subAccountsIt = null;
if (user.getCustomer().getIsParent() != null
&& user.getCustomer().getIsParent().intValue() == 1) {
UserBL parent = new UserBL(userId);
subAccountsIt = parent.getEntity().getCustomer().getChildren().iterator();
}
// get the orders that might be processable for this user
OrderDAS orderDas = new OrderDAS();
Collection<OrderDTO> orders = orderDas.findByUser_Status(userId, Constants.ORDER_STATUS_ACTIVE);
// go through each of them, and update the DTO if it applies
for (OrderDTO order : orders) {
LOG.debug("Processing order :" + order.getId());
// apply any order processing filter pluggable task
try {
PluggableTaskManager taskManager =
new PluggableTaskManager(entityId, Constants.PLUGGABLE_TASK_ORDER_FILTER);
OrderFilterTask task = (OrderFilterTask) taskManager.getNextClass();
boolean isProcessable = true;
while (task != null) {
isProcessable = task.isApplicable(order, process);
if (!isProcessable) {
break; // no need to keep doing more tests
}
task = (OrderFilterTask) taskManager.getNextClass();
}
// include this order only if it complies with all the
// rules
if (isProcessable) {
LOG.debug("Order processable");
if (onlyRecurring) {
if (order.getOrderPeriod().getId() != Constants.ORDER_PERIOD_ONCE) {
includedOrders = true;
LOG.debug("It is not one-timer. " + "Generating invoice");
}
} else {
includedOrders = true;
}
/*
* now find if there is already an invoice being
* generated for the given due date period
*/
// find the due date that applies to this order
OrderBL orderBl = new OrderBL();
orderBl.set(order);
TimePeriod dueDatePeriod = orderBl.getDueDate();
// look it up in the hashtable
NewInvoiceDTO thisInvoice = (NewInvoiceDTO) newInvoices.get(dueDatePeriod);
if (thisInvoice == null) {
LOG.debug(
"Adding new invoice for period "
+ dueDatePeriod
+ " process date:"
+ process.getBillingDate());
// we need a new one with this period
// define the invoice date
thisInvoice = new NewInvoiceDTO();
if (useProcessDateForInvoice) {
thisInvoice.setDate(process.getBillingDate());
} else {
thisInvoice.setDate(
orderBl.getInvoicingDate(),
order.getOrderPeriod().getId() != Constants.ORDER_PERIOD_ONCE);
}
thisInvoice.setIsReview(isReview ? new Integer(1) : new Integer(0));
thisInvoice.setCarriedBalance(BigDecimal.ZERO);
thisInvoice.setDueDatePeriod(dueDatePeriod);
} else {
LOG.debug("invoice found for period " + dueDatePeriod);
if (!useProcessDateForInvoice) {
thisInvoice.setDate(
orderBl.getInvoicingDate(),
order.getOrderPeriod().getId() != Constants.ORDER_PERIOD_ONCE);
}
}
/*
* The order periods plug-in might not add any period. This should not happen
* but if it does, the invoice should not be included
*/
if (addOrderToInvoice(
entityId, order, thisInvoice, process.getBillingDate(), maximumPeriods)) {
// add or replace
newInvoices.put(dueDatePeriod, thisInvoice);
}
LOG.debug("After putting period there are " + newInvoices.size() + " periods.");
// here it would be easy to update this order
// to_process and
// next_billable_time. I can't do that because these
// fields
// will be read by the following tasks, and they
// will asume
// they are not modified.
}
} catch (PluggableTaskException e) {
LOG.fatal("Problems handling order filter task.", e);
throw new SessionInternalError("Problems handling order filter task.");
} catch (TaskException e) {
LOG.fatal("Problems excecuting order filter task.", e);
throw new SessionInternalError("Problems executing order filter task.");
}
} // for - all the orders for this user
// see if there is any subaccounts to include in this invoice
while (subAccountsIt != null) { // until there are no more subaccounts (subAccountsIt != null) {
CustomerDTO customer = null;
while (subAccountsIt.hasNext()) {
customer = (CustomerDTO) subAccountsIt.next();
if (customer.getInvoiceChild() == null || customer.getInvoiceChild().intValue() == 0) {
break;
} else {
LOG.debug("Subaccount not included in parent's invoice " + customer.getId());
customer = null;
}
}
if (customer != null) {
userId = customer.getBaseUser().getUserId();
// if the child does not have any orders to invoice, this should
// not affect the current value of includedOrders
if (processOrdersForUser(
customer.getBaseUser(),
entityId,
process,
isReview,
onlyRecurring,
useProcessDateForInvoice,
maximumPeriods,
newInvoices)) {
// if ANY child has orders to invoice, it is enough for includedOrders to be true
includedOrders = true;
}
LOG.debug("Now processing subaccount " + userId);
} else {
subAccountsIt = null;
LOG.debug("No more subaccounts to process");
}
}
return includedOrders;
}
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;
}
