Tests for pro rata calculations

This commit is contained in:
David Bomba 2024-02-08 14:38:22 +11:00
parent 4901b31c47
commit 5e7a184118
5 changed files with 275 additions and 195 deletions

View File

@ -123,6 +123,8 @@ class Subscription extends BaseModel
'updated_at' => 'timestamp',
'created_at' => 'timestamp',
'deleted_at' => 'timestamp',
'trial_enabled' => 'boolean',
'allow_plan_changes' => 'boolean',
];
protected $with = [

View File

@ -58,29 +58,6 @@ class ProRata extends AbstractService
return $this;
}
/**
* Calculates the number of seconds
* of the current interval that has been used.
*
* @return self
*/
private function checkProRataDuration(): self
{
$primary_invoice = $this->recurring_invoice
->invoices()
->where('is_deleted', 0)
->where('is_proforma', 0)
->orderBy('id', 'desc')
->first();
$duration = Carbon::parse($primary_invoice->date)->startOfDay()->diffInSeconds(now());
$this->setProRataDuration(max(0, $duration));
return $this;
}
private function calculateProRataRatio(): self
{
if($this->pro_rata_duration < $this->subscription_interval_duration)
@ -92,9 +69,7 @@ class ProRata extends AbstractService
private function calculateSubscriptionIntervalDuration(): self
{
if($this->getIsTrial())
return $this->setSubscriptionIntervalDuration(0);
$primary_invoice = $this->recurring_invoice
->invoices()
->where('is_deleted', 0)
@ -113,52 +88,6 @@ class ProRata extends AbstractService
return $this;
}
/**
* Determines if this subscription
* is eligible for a refund.
*
* @return self
*/
private function checkRefundPeriod(): self
{
if(!$this->recurring_invoice->subscription->refund_period || $this->recurring_invoice->subscription->refund_period === 0)
return $this->setRefundable(false);
$primary_invoice = $this->recurring_invoice
->invoices()
->where('is_deleted', 0)
->where('is_proforma', 0)
->orderBy('id', 'desc')
->first();
if($primary_invoice &&
$primary_invoice->status_id == Invoice::STATUS_PAID &&
Carbon::parse($primary_invoice->date)->addSeconds($this->recurring_invoice->subscription->refund_period)->lte(now()->startOfDay()->addSeconds($primary_invoice->client->timezone_offset()))
){
return $this->setRefundable(true);
}
return $this->setRefundable(false);
}
/**
* Gathers any unpaid invoices for this subscription.
*
* @return self
*/
private function checkUnpaidInvoices(): self
{
$this->unpaid_invoices = $this->recurring_invoice
->invoices()
->where('is_deleted', 0)
->where('is_proforma', 0)
->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL])
->where('balance', '>', 0)
->get();
return $this;
}
private function setProRataRatio(int $ratio): self
{
@ -192,117 +121,6 @@ class ProRata extends AbstractService
return $this;
}
/**
* setRefundable
*
* @param bool $refundable
* @return self
*/
private function setRefundable(bool $refundable): self
{
$this->refundable = $refundable;
return $this;
}
/**
* Determines if this users is in their trial period
*
* @return self
*/
private function isInTrialPeriod(): self
{
if(!$this->recurring_invoice->subscription->trial_enabled)
return $this->setIsTrial(false);
$primary_invoice = $this->recurring_invoice
->invoices()
->where('is_deleted', 0)
->where('is_proforma', 0)
->orderBy('id', 'asc')
->first();
if($primary_invoice && Carbon::parse($primary_invoice->date)->addSeconds($this->recurring_invoice->subscription->trial_duration)->lte(now()->startOfDay()->addSeconds($primary_invoice->client->timezone_offset())))
return $this->setIsTrial(true);
$this->setIsTrial(false);
return $this;
}
/**
* Sets the is_trial flag
*
* @param bool $is_trial
* @return self
*/
private function setIsTrial(bool $is_trial): self
{
$this->is_trial = $is_trial;
return $this;
}
/**
* Getter for unpaid invoices
*
* @return \Illuminate\Database\Eloquent\Collection | null
*/
public function getUnpaidInvoices(): ?\Illuminate\Database\Eloquent\Collection
{
return $this->unpaid_invoices;
}
/**
* Gets the is_trial flag
*
* @return bool
*/
public function getIsTrial(): bool
{
return $this->is_trial;
}
/**
* Getter for refundable flag
*
* @return bool
*/
public function getRefundable(): bool
{
return $this->refundable;
}
/**
* The number of seconds used in the current duration
*
* @return int
*/
public function getProRataDuration(): int
{
return $this->pro_rata_duration;
}
/**
* The total number of seconds in this subscription interval
*
* @return int
*/
public function getSubscriptionIntervalDuration(): int
{
return $this->subscription_interval_duration;
}
/**
* Returns the pro rata ratio to be applied to any credit.
*
* @return int
*/
public function getProRataRatio(): int
{
return $this->pro_rata_ratio;
}
}

View File

@ -1352,7 +1352,7 @@ class SubscriptionService
*
* @return int Number of days
*/
private function getDaysInFrequency(): int
public function getDaysInFrequency(): int
{
switch ($this->subscription->frequency_id) {
case RecurringInvoice::FREQUENCY_DAILY:

View File

@ -43,8 +43,15 @@ class SubscriptionStatus extends AbstractService
{
//calculate how much used.
$primary_invoice = $this->recurring_invoice
->invoices()
$subscription_interval_end_date = Carbon::parse($this->recurring_invoice->next_send_date_client);
$subscription_interval_start_date = $subscription_interval_end_date->copy()->subDays($this->recurring_invoice->subscription->service()->getDaysInFrequency())->subDay();
$primary_invoice =Invoice::query()
->where('company_id', $this->recurring_invoice->company_id)
->where('client_id', $this->recurring_invoice->client_id)
->where('recurring_id', $this->recurring_invoice->id)
->whereIn('status_id', [Invoice::STATUS_PAID])
->whereBetween('date', [$subscription_interval_start_date, $subscription_interval_end_date])
->where('is_deleted', 0)
->where('is_proforma', 0)
->orderBy('id', 'desc')
@ -54,12 +61,10 @@ class SubscriptionStatus extends AbstractService
return 0;
$subscription_start_date = Carbon::parse($primary_invoice->date)->startOfDay();
$subscription_interval_end_date = Carbon::parse($this->recurring_invoice->next_send_date_client);
$seconds_of_subscription_used = $subscription_start_date->diffInDays(now());
$total_seconds_in_subscription_interval = $subscription_start_date->diffInDays($subscription_interval_end_date);
$days_of_subscription_used = $subscription_start_date->copy()->diffInDays(now());
return $seconds_of_subscription_used / $total_seconds_in_subscription_interval;
return $days_of_subscription_used / $this->recurring_invoice->subscription->service()->getDaysInFrequency();
}
@ -71,11 +76,13 @@ class SubscriptionStatus extends AbstractService
private function checkInGoodStanding(): self
{
$this->is_in_good_standing = $this->recurring_invoice
->invoices()
$this->is_in_good_standing = Invoice::query()
->where('company_id', $this->recurring_invoice->company_id)
->where('client_id', $this->recurring_invoice->client_id)
->where('recurring_id', $this->recurring_invoice->id)
->where('is_deleted', 0)
->where('is_proform', 0)
->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PAID])
->where('is_proforma', 0)
->whereIn('status_id', [Invoice::STATUS_SENT, Invoice::STATUS_PARTIAL])
->where('balance', '>', 0)
->doesntExist();
@ -92,7 +99,7 @@ class SubscriptionStatus extends AbstractService
{
if(!$this->subscription->trial_enabled)
$this->setIsTrial(false);
return $this->setIsTrial(false);
$primary_invoice = $this->recurring_invoice
->invoices()

View File

@ -0,0 +1,253 @@
<?php
/**
* Invoice Ninja (https://invoiceninja.com).
*
* @link https://github.com/invoiceninja/invoiceninja source repository
*
* @copyright Copyright (c) 2021. Invoice Ninja LLC (https://invoiceninja.com)
*
* @license https://www.elastic.co/licensing/elastic-license
*/
namespace Tests\Feature;
use Tests\TestCase;
use App\Models\Invoice;
use Tests\MockUnitData;
use App\Models\Subscription;
use Illuminate\Support\Carbon;
use App\Helpers\Invoice\ProRata;
use App\Models\RecurringInvoice;
use App\Factory\InvoiceItemFactory;
use App\Helpers\Subscription\SubscriptionCalculator;
/**
* @test
*/
class PaymentLinkTest extends TestCase
{
use MockUnitData;
protected function setUp(): void
{
parent::setUp();
$this->makeTestData();
}
public function testCalcUpgradePrice()
{
$subscription = Subscription::factory()->create([
'company_id' => $this->company->id,
'user_id' => $this->user->id,
'price' => 10,
]);
$target = Subscription::factory()->create([
'company_id' => $this->company->id,
'user_id' => $this->user->id,
'price' => 20,
]);
$recurring_invoice = RecurringInvoice::factory()->create([
'line_items' => $this->buildLineItems(),
'company_id' => $this->company->id,
'user_id' => $this->user->id,
'client_id' => $this->client->id,
'tax_rate1' => 0,
'tax_name1' => '',
'tax_rate2' => 0,
'tax_name2' => '',
'tax_rate3' => 0,
'tax_name3' => '',
'discount' => 0,
'subscription_id' => $subscription->id,
'date' => now()->subWeeks(2),
'next_send_date_client' => now(),
]);
$invoice = Invoice::factory()->create([
'line_items' => $this->buildLineItems(),
'company_id' => $this->company->id,
'user_id' => $this->user->id,
'client_id' => $this->client->id,
'tax_rate1' => 0,
'tax_name1' => '',
'tax_rate2' => 0,
'tax_name2' => '',
'tax_rate3' => 0,
'tax_name3' => '',
'discount' => 0,
'subscription_id' => $subscription->id,
'date' => now()->subWeeks(2),
'recurring_id' => $recurring_invoice->id,
]);
$recurring_invoice = $recurring_invoice->calc()->getInvoice();
$invoice = $invoice->calc()->getInvoice();
$this->assertEquals(10, $invoice->amount);
$invoice->service()->markSent()->save();
$this->assertEquals(10, $invoice->amount);
$this->assertEquals(10, $invoice->balance);
$invoice = $invoice->service()->markPaid()->save();
$this->assertEquals(0, $invoice->balance);
$this->assertEquals(10, $invoice->paid_to_date);
$status = $recurring_invoice
->subscription
->status($recurring_invoice);
$this->assertFalse($status->is_trial);
$this->assertFalse($status->is_refundable);
$this->assertTrue($status->is_in_good_standing);
$days = $recurring_invoice->subscription->service()->getDaysInFrequency();
$ratio = (14 / $days);
$this->assertEquals($ratio, $status->getProRataRatio());
$price = $target->link_service()->calculateUpgradePriceV2($recurring_invoice, $target);
$refund = round($invoice->paid_to_date*$ratio,2);
$this->assertEquals(($target->price - $refund), $price);
// $this->assertEquals($target->price-$refund, $upgrade_price);
// $sub_calculator = new SubscriptionCalculator($target->fresh(), $invoice->fresh());
// $this->assertFalse($sub_calculator->isPaidUp());
// $invoice = $invoice->service()->markPaid()->save();
// $this->assertTrue($sub_calculator->isPaidUp());
// $this->assertEquals(10, $invoice->amount);
// $this->assertEquals(0, $invoice->balance);
// $pro_rata = new ProRata();
// $refund = $pro_rata->refund($invoice->amount, Carbon::parse('2021-01-01'), Carbon::parse('2021-01-06'), $subscription->frequency_id);
// // $this->assertEquals(1.61, $refund);
// $pro_rata = new ProRata();
// $upgrade = $pro_rata->charge($target->price, Carbon::parse('2021-01-01'), Carbon::parse('2021-01-06'), $subscription->frequency_id);
// $this->assertEquals(3.23, $upgrade);
}
// public function testProrataDiscountRatioPercentage()
// {
// $subscription = Subscription::factory()->create([
// 'company_id' => $this->company->id,
// 'user_id' => $this->user->id,
// 'price' => 100,
// ]);
// $item = InvoiceItemFactory::create();
// $item->quantity = 1;
// $item->cost = 100;
// $item->product_key = 'xyz';
// $item->notes = 'test';
// $item->custom_value1 = 'x';
// $item->custom_value2 = 'x';
// $item->custom_value3 = 'x';
// $item->custom_value4 = 'x';
// $line_items[] = $item;
// $invoice = Invoice::factory()->create([
// 'line_items' => $line_items,
// 'company_id' => $this->company->id,
// 'user_id' => $this->user->id,
// 'client_id' => $this->client->id,
// 'tax_rate1' => 0,
// 'tax_name1' => '',
// 'tax_rate2' => 0,
// 'tax_name2' => '',
// 'tax_rate3' => 0,
// 'tax_name3' => '',
// 'discount' => 0,
// 'subscription_id' => $subscription->id,
// 'date' => '2021-01-01',
// 'discount' => 10,
// 'is_amount_discount' => false,
// 'status_id' => 1,
// ]);
// $invoice = $invoice->calc()->getInvoice();
// $this->assertEquals(90, $invoice->amount);
// $this->assertEquals(0, $invoice->balance);
// $invoice->service()->markSent()->save();
// $this->assertEquals(90, $invoice->amount);
// $this->assertEquals(90, $invoice->balance);
// $ratio = $subscription->service()->calculateDiscountRatio($invoice);
// $this->assertEquals(.1, $ratio);
// }
// public function testProrataDiscountRatioAmount()
// {
// $subscription = Subscription::factory()->create([
// 'company_id' => $this->company->id,
// 'user_id' => $this->user->id,
// 'price' => 100,
// ]);
// $item = InvoiceItemFactory::create();
// $item->quantity = 1;
// $item->cost = 100;
// $item->product_key = 'xyz';
// $item->notes = 'test';
// $item->custom_value1 = 'x';
// $item->custom_value2 = 'x';
// $item->custom_value3 = 'x';
// $item->custom_value4 = 'x';
// $line_items[] = $item;
// $invoice = Invoice::factory()->create([
// 'line_items' => $line_items,
// 'company_id' => $this->company->id,
// 'user_id' => $this->user->id,
// 'client_id' => $this->client->id,
// 'tax_rate1' => 0,
// 'tax_name1' => '',
// 'tax_rate2' => 0,
// 'tax_name2' => '',
// 'tax_rate3' => 0,
// 'tax_name3' => '',
// 'discount' => 0,
// 'subscription_id' => $subscription->id,
// 'date' => '2021-01-01',
// 'discount' => 20,
// 'is_amount_discount' => true,
// 'status_id' => 1,
// ]);
// $invoice = $invoice->calc()->getInvoice();
// $this->assertEquals(80, $invoice->amount);
// $this->assertEquals(0, $invoice->balance);
// $invoice->service()->markSent()->save();
// $this->assertEquals(80, $invoice->amount);
// $this->assertEquals(80, $invoice->balance);
// $ratio = $subscription->service()->calculateDiscountRatio($invoice);
// $this->assertEquals(.2, $ratio);
// }
}