chore: updating billing logic

apps/edr-freight-api/src/modules/billing/billing.controller.ts

@@ -1,4 +1,4 @@
-import { Controller, Get, Param, ParseUUIDPipe } from "@nestjs/common";
+import { Controller, Get, Param, ParseUUIDPipe, Post } from "@nestjs/common";
 import { ApiOperation, ApiTags } from "@nestjs/swagger";
 
 import { FreightAdmin } from "../../common/booking-guards";
@@ -21,4 +21,16 @@ export class BillingController {
   findByBooking(@Param("bookingId", ParseUUIDPipe) bookingId: string) {
     return this.billingService.findByBooking(bookingId);
   }
+
+  @Get("invoices/:id")
+  @ApiOperation({ summary: "Get an invoice with its line items" })
+  findById(@Param("id", ParseUUIDPipe) id: string) {
+    return this.billingService.findById(id);
+  }
+
+  @Post("invoices/generate/:bookingId")
+  @ApiOperation({ summary: "Generate (or return the existing) invoice for a booking" })
+  generate(@Param("bookingId", ParseUUIDPipe) bookingId: string) {
+    return this.billingService.generateForBooking(bookingId);
+  }
 }

apps/edr-freight-api/src/modules/billing/billing.service.spec.ts

@@ -0,0 +1,147 @@
+import { Freight } from "@edr/types";
+
+import { BillingService } from "./billing.service";
+import type { Invoice } from "./entities/invoice.entity";
+
+/**
+ * Minimal in-memory EntityManager stand-in covering the methods
+ * `generateForBooking` / `markBookingInvoicePaid` call on the transaction manager.
+ */
+function makeManager(savedLines: unknown[]) {
+  return {
+    create: (_entity: unknown, data: Record<string, unknown>) => data,
+    save: (data: Record<string, unknown>) => {
+      const row = { id: data.id ?? `gen-${Math.round(0)}`, ...data };
+      if (data.invoiceId) savedLines.push(row);
+      return Promise.resolve(row);
+    },
+    query: () => Promise.resolve([{ seq: 0 }]),
+    update: jest.fn().mockResolvedValue(undefined),
+    findOne: jest.fn().mockResolvedValue(null),
+  };
+}
+
+function makeBooking(overrides: Record<string, unknown> = {}) {
+  return {
+    id: "booking-1",
+    reference: "BK-001",
+    companyId: "company-1",
+    companyProfileId: "profile-1",
+    paymentCurrency: "ETB",
+    totalAmount: 1500,
+    pricingBreakdown: {
+      currency: "ETB",
+      totalAmount: 1500,
+      lineItems: [
+        { code: "RAIL_FREIGHT", description: "Rail freight", amount: 1000, unitAmount: 500, unit: "PER_CONTAINER", quantity: 2, currency: "ETB" },
+        { code: "HAZARD_SURCHARGE", description: "Hazard surcharge", amount: 500, unitAmount: 250, unit: "PER_CONTAINER", quantity: 2, currency: "ETB" },
+      ],
+    },
+    ...overrides,
+  };
+}
+
+describe("BillingService.generateForBooking", () => {
+  let invoices: { findAll: jest.Mock; findById: jest.Mock };
+  let invoiceLines: { findAll: jest.Mock };
+  let savedLines: unknown[];
+  let manager: ReturnType<typeof makeManager>;
+  let bookingRow: Record<string, unknown> | null;
+  let dataSource: {
+    getRepository: jest.Mock;
+    transaction: jest.Mock;
+    manager: unknown;
+  };
+  let service: BillingService;
+
+  beforeEach(() => {
+    savedLines = [];
+    manager = makeManager(savedLines);
+    invoices = { findAll: jest.fn().mockResolvedValue([]), findById: jest.fn() };
+    invoiceLines = { findAll: jest.fn().mockResolvedValue([]) };
+    bookingRow = makeBooking();
+    dataSource = {
+      getRepository: jest.fn().mockReturnValue({
+        findOne: jest.fn().mockImplementation(() => Promise.resolve(bookingRow)),
+      }),
+      transaction: jest.fn().mockImplementation((cb: (mg: unknown) => unknown) => cb(manager)),
+      manager,
+    };
+    service = new BillingService(dataSource as never, invoices as never, invoiceLines as never);
+  });
+
+  it("creates a PENDING invoice with one line per pricing line item", async () => {
+    const invoice = (await service.generateForBooking("booking-1")) as Invoice;
+
+    expect(invoice).toBeTruthy();
+    expect(invoice.status).toBe(Freight.InvoiceStatus.Pending);
+    expect(invoice.companyId).toBe("company-1");
+    expect(invoice.companyProfileId).toBe("profile-1");
+    expect(invoice.source).toBe("booking");
+    expect(invoice.sourceId).toBe("booking-1");
+    expect(invoice.totalAmount).toBe(1500);
+    expect(invoice.invoiceNumber).toMatch(/^FRT-\d{8}-00001$/);
+    expect(savedLines).toHaveLength(2);
+  });
+
+  it("returns the existing active invoice instead of creating a duplicate", async () => {
+    const existing = { id: "inv-existing", status: Freight.InvoiceStatus.Pending } as Invoice;
+    invoices.findAll.mockResolvedValueOnce([existing]);
+
+    const invoice = await service.generateForBooking("booking-1");
+
+    expect(invoice).toBe(existing);
+    expect(dataSource.transaction).not.toHaveBeenCalled();
+  });
+
+  it("skips generation (returns null) when the booking has no company to bill", async () => {
+    bookingRow = makeBooking({ companyId: null, companyProfileId: null });
+
+    const invoice = await service.generateForBooking("booking-1");
+
+    expect(invoice).toBeNull();
+    expect(dataSource.transaction).not.toHaveBeenCalled();
+  });
+
+  it("falls back to a single freight line when no pricing breakdown exists", async () => {
+    bookingRow = makeBooking({ pricingBreakdown: null });
+
+    const invoice = (await service.generateForBooking("booking-1")) as Invoice;
+
+    expect(invoice.totalAmount).toBe(1500);
+    expect(savedLines).toHaveLength(1);
+    expect((savedLines[0] as { chargeType: string }).chargeType).toBe("FREIGHT");
+  });
+});
+
+describe("BillingService.markBookingInvoicePaid", () => {
+  it("marks the open booking invoice PAID and links the payment", async () => {
+    const open = { id: "inv-1", status: Freight.InvoiceStatus.Pending };
+    const mg = {
+      findOne: jest.fn().mockResolvedValue(open),
+      update: jest.fn().mockResolvedValue(undefined),
+    };
+    const dataSource = { manager: mg } as never;
+    const service = new BillingService(dataSource, {} as never, {} as never);
+
+    await service.markBookingInvoicePaid("booking-1", "pay-1", mg as never);
+
+    expect(mg.update).toHaveBeenCalledWith(
+      expect.anything(),
+      { id: "inv-1" },
+      { status: Freight.InvoiceStatus.Paid, paymentId: "pay-1" },
+    );
+  });
+
+  it("is a no-op when the booking has no open invoice", async () => {
+    const mg = {
+      findOne: jest.fn().mockResolvedValue(null),
+      update: jest.fn().mockResolvedValue(undefined),
+    };
+    const service = new BillingService({ manager: mg } as never, {} as never, {} as never);
+
+    await service.markBookingInvoicePaid("booking-1", "pay-1", mg as never);
+
+    expect(mg.update).not.toHaveBeenCalled();
+  });
+});

apps/edr-freight-api/src/modules/billing/billing.service.ts

@@ -1,26 +1,333 @@
-import { Injectable } from "@nestjs/common";
-import { InjectRepository } from "@nestjs/typeorm";
-import { Repository } from "typeorm";
+import { Injectable, Logger, NotFoundException } from "@nestjs/common";
+import { Freight } from "@edr/types";
+import { DataSource, EntityManager, In } from "typeorm";
 
+import { Booking } from "../bookings/entities/booking.entity";
 import { Invoice } from "./entities/invoice.entity";
+import { InvoiceLine } from "./entities/invoice-line.entity";
+import { InvoiceRepository } from "./invoice.repository";
+import { InvoiceLineRepository } from "./invoice-line.repository";
+
+/** Source tag stamped on booking invoices (`source` column). */
+const BOOKING_SOURCE = "booking";
+
+/** Default invoice payment-term window, in days, used to compute `dueAt`. */
+const DEFAULT_DUE_DAYS = 14;
+
+/**
+ * Statuses an invoice can hold while it still represents the live bill for a
+ * booking. A second `generateForBooking` call returns the existing one of these
+ * instead of creating a duplicate (idempotency / dedup guard).
+ */
+const ACTIVE_STATUSES: Freight.InvoiceStatus[] = [
+  Freight.InvoiceStatus.Draft,
+  Freight.InvoiceStatus.Pending,
+  Freight.InvoiceStatus.Paid,
+  Freight.InvoiceStatus.Overdue,
+];
+
+/** Shape of a single line inside `booking.pricingBreakdown.lineItems`. */
+interface StoredPriceLine {
+  code: string;
+  description: string;
+  amount: number;
+  unitAmount: number;
+  unit: string;
+  quantity: number;
+  currency: string;
+}
+
+interface StoredPricingBreakdown {
+  lineItems?: StoredPriceLine[];
+  totalAmount?: number;
+  currency?: string;
+}
+
+/** A fully-resolved invoice line ready to persist. */
+interface BuiltLine {
+  chargeType: string;
+  description: string;
+  quantity: number;
+  unitRate: number;
+  amount: number;
+  currency: string;
+  metadata?: Record<string, unknown>;
+}
 
 @Injectable()
 export class BillingService {
+  private readonly logger = new Logger(BillingService.name);
+
   constructor(
-    @InjectRepository(Invoice)
-    private readonly invoicesRepository: Repository<Invoice>,
+    private readonly dataSource: DataSource,
+    private readonly invoices: InvoiceRepository,
+    private readonly invoiceLines: InvoiceLineRepository,
   ) {}
 
+  // ── Reads ──────────────────────────────────────────────────────────────────
+
   /** List every invoice (most recent first). */
   findAll(): Promise<Invoice[]> {
-    return this.invoicesRepository.find({ order: { issuedAt: "DESC" } });
+    return this.invoices.findAll({ order: { issuedAt: "DESC" } });
   }
 
   /** List invoices for a given booking. */
   findByBooking(bookingId: string): Promise<Invoice[]> {
-    return this.invoicesRepository.find({
-      where: { bookingId },
+    return this.invoices.findAll({
+      where: { source: BOOKING_SOURCE, sourceId: bookingId },
       order: { issuedAt: "DESC" },
     });
   }
+
+  /** Invoice header plus its line items. */
+  async findById(id: string): Promise<Invoice & { lines: InvoiceLine[] }> {
+    const invoice = await this.invoices.findById(id);
+    if (!invoice) throw new NotFoundException(`Invoice ${id} not found`);
+    const lines = await this.invoiceLines.findAll({
+      where: { invoiceId: id },
+      order: { createdAt: "ASC" },
+    });
+    return { ...invoice, lines } as Invoice & { lines: InvoiceLine[] };
+  }
+
+  // ── Generation ───────────────────────────────────────────────────────────────
+
+  /**
+   * Generate the booking's invoice from its snapshotted pricing breakdown.
+   *
+   * Called when a booking reaches a billable state (full contract execution /
+   * contract activation). Idempotent: a booking that already has an active
+   * invoice gets that invoice back instead of a duplicate.
+   *
+   * Returns `null` (and logs) when the booking is not billable yet — no pricing
+   * breakdown, or no customer company/profile to bill (e.g. government/legacy
+   * bookings whose `company_id` is null, which the `invoices` FK requires).
+   */
+  async generateForBooking(bookingId: string): Promise<Invoice | null> {
+    const existing = await this.invoices.findAll({
+      where: { source: BOOKING_SOURCE, sourceId: bookingId },
+    });
+    const active = existing.find((inv) => ACTIVE_STATUSES.includes(inv.status));
+    if (active) return active;
+
+    const booking = await this.dataSource
+      .getRepository(Booking)
+      .findOne({ where: { id: bookingId } });
+    if (!booking) throw new NotFoundException(`Booking ${bookingId} not found`);
+
+    if (!booking.companyId) {
+      this.logger.warn(
+        `Skipping invoice for booking ${booking.reference} (${bookingId}): no company to bill.`,
+      );
+      return null;
+    }
+    const companyId = booking.companyId;
+    const companyProfileId = booking.companyProfileId ?? null;
+
+    const breakdown = (booking.pricingBreakdown ?? {}) as StoredPricingBreakdown;
+    const currency = breakdown.currency ?? booking.paymentCurrency ?? "ETB";
+    const lines = this.buildLines(breakdown, booking.totalAmount, currency);
+    const subtotal = round2(lines.reduce((sum, l) => sum + l.amount, 0));
+
+    // Honor a staff price override: bill the adjusted total, recording the delta
+    // as an ADJUSTMENT line so the signed lines still sum to the invoice total.
+    const adjusted = booking.adjustedTotalAmount;
+    let total = subtotal;
+    if (adjusted != null && Number.isFinite(Number(adjusted))) {
+      const delta = round2(Number(adjusted) - subtotal);
+      if (delta !== 0) {
+        lines.push({
+          chargeType: "ADJUSTMENT",
+          description: "Staff price adjustment",
+          quantity: 1,
+          unitRate: delta,
+          amount: delta,
+          currency,
+        });
+      }
+      total = round2(Number(adjusted));
+    }
+
+    const issuedAt = new Date();
+    const dueAt = new Date(issuedAt);
+    dueAt.setDate(dueAt.getDate() + DEFAULT_DUE_DAYS);
+
+    return this.dataSource.transaction(async (mg) => {
+      const invoice = await mg.save(
+        mg.create(Invoice, {
+          invoiceNumber: await this.nextInvoiceNumber(mg),
+          companyId,
+          companyProfileId,
+          totalAmount: total,
+          currency,
+          status: Freight.InvoiceStatus.Pending,
+          source: BOOKING_SOURCE,
+          sourceId: bookingId,
+          type: "PREPAID",
+          issuedAt,
+          dueAt,
+        }),
+      );
+
+      for (const line of lines) {
+        await mg.save(mg.create(InvoiceLine, { invoiceId: invoice.id, ...line }));
+      }
+
+      this.logger.log(
+        `Generated invoice ${invoice.invoiceNumber} for booking ${booking.reference} (${total} ${currency}).`,
+      );
+      return invoice;
+    });
+  }
+
+  /** Map the stored pricing line items to invoice lines (one breakdown line → one invoice line). */
+  private buildLines(
+    breakdown: StoredPricingBreakdown,
+    fallbackTotal: number,
+    currency: string,
+  ): BuiltLine[] {
+    const items = breakdown.lineItems ?? [];
+    if (items.length === 0) {
+      // No itemized breakdown — bill a single line for the booking total.
+      return [
+        {
+          chargeType: "FREIGHT",
+          description: "Freight charge",
+          quantity: 1,
+          unitRate: round2(fallbackTotal),
+          amount: round2(fallbackTotal),
+          currency,
+        },
+      ];
+    }
+
+    return items.map((item) => ({
+      chargeType: item.code,
+      description: item.description,
+      quantity: item.quantity,
+      unitRate: round2(item.unitAmount),
+      amount: round2(item.amount),
+      currency: item.currency ?? currency,
+      metadata: { unit: item.unit },
+    }));
+  }
+
+  /** `FRT-YYYYMMDD-00001` — sequential per day, within the active transaction. */
+  private async nextInvoiceNumber(mg: EntityManager): Promise<string> {
+    const now = new Date();
+    const ymd = `${now.getFullYear()}${String(now.getMonth() + 1).padStart(2, "0")}${String(now.getDate()).padStart(2, "0")}`;
+    const prefix = `FRT-${ymd}-`;
+    const [row] = await mg.query(
+      `SELECT COALESCE(MAX(CAST(split_part(invoice_number, '-', 3) AS int)), 0) AS seq
+         FROM freight.invoices WHERE invoice_number LIKE $1`,
+      [`${prefix}%`],
+    );
+    const next = Number(row?.seq ?? 0) + 1;
+    return `${prefix}${String(next).padStart(5, "0")}`;
+  }
+
+  // ── Payment reconciliation ───────────────────────────────────────────────────
+
+  /**
+   * The invoice a gateway payment should settle for a booking, or null if none.
+   *
+   * This is the billing document of record for "what is owed" — callers (e.g.
+   * `payment.service.initiatePayment`) should charge `invoice.totalAmount` against
+   * it rather than recomputing from `booking.totalAmount`, so discounts/penalties/
+   * adjustments carried on the invoice are honored. Returns the most recent open
+   * (unpaid, non-cancelled) invoice.
+   */
+  findPayableForBooking(bookingId: string): Promise<Invoice | null> {
+    return this.dataSource.getRepository(Invoice).findOne({
+      where: {
+        source: BOOKING_SOURCE,
+        sourceId: bookingId,
+        status: In([
+          Freight.InvoiceStatus.Pending,
+          Freight.InvoiceStatus.Draft,
+          Freight.InvoiceStatus.Overdue,
+        ]),
+      },
+      order: { issuedAt: "DESC" },
+    });
+  }
+
+  /**
+   * Mark a booking's paid invoice as refunded. Called from `payment.service.refund`
+   * inside its DB transaction so the invoice tracks the booking/payment reversal.
+   * No-op when the booking has no paid invoice.
+   */
+  async markBookingInvoiceRefunded(
+    bookingId: string,
+    manager?: EntityManager,
+  ): Promise<void> {
+    const mg = manager ?? this.dataSource.manager;
+    const invoice = await mg.findOne(Invoice, {
+      where: {
+        source: BOOKING_SOURCE,
+        sourceId: bookingId,
+        status: Freight.InvoiceStatus.Paid,
+      },
+      order: { issuedAt: "DESC" },
+    });
+    if (!invoice) return;
+
+    await mg.update(
+      Invoice,
+      { id: invoice.id },
+      { status: Freight.InvoiceStatus.Refunded },
+    );
+  }
+
+  /**
+   * Mark a booking's open invoice as paid and link the gateway payment.
+   *
+   * Called from `payment.service.finalizePaymentSuccess()` inside its existing DB
+   * transaction (pass the transaction's `EntityManager`). Full-payment only — no
+   * partial settlement in this phase. No-op when the booking has no open invoice.
+   */
+  async markBookingInvoicePaid(
+    bookingId: string,
+    paymentId: string | null,
+    manager?: EntityManager,
+  ): Promise<void> {
+    const mg = manager ?? this.dataSource.manager;
+    const invoice = await mg.findOne(Invoice, {
+      where: {
+        source: BOOKING_SOURCE,
+        sourceId: bookingId,
+        status: In([Freight.InvoiceStatus.Pending, Freight.InvoiceStatus.Draft, Freight.InvoiceStatus.Overdue]),
+      },
+      order: { issuedAt: "DESC" },
+    });
+    if (!invoice) return;
+
+    await mg.update(
+      Invoice,
+      { id: invoice.id },
+      { status: Freight.InvoiceStatus.Paid, paymentId: paymentId ?? undefined },
+    );
+  }
+
+  /**
+   * Single settlement chokepoint for any path that marks a booking PAID: ensure
+   * the booking has an invoice (idempotent generate), then mark it paid. Reused by
+   * the gateway flow and offline/manual "mark paid" so invoicing holds everywhere.
+   *
+   * No-op for bookings that have no invoice and cannot get one (e.g. government
+   * bookings with no company to bill — `generateForBooking` returns null).
+   */
+  async settleBookingInvoice(
+    bookingId: string,
+    paymentId: string | null = null,
+    manager?: EntityManager,
+  ): Promise<void> {
+    await this.generateForBooking(bookingId);
+    await this.markBookingInvoicePaid(bookingId, paymentId, manager);
+  }
+}
+
+/** Round to 2 decimal places without float drift. */
+function round2(n: number): number {
+  return Math.round(Number(n) * 100) / 100;
 }