Files
zeekay fa4fc53b14 Pay a recorded plan from the prepaid balance
RecordSubscription takes processor "balance": it draws the period from
the subject's prepaid money now, raises and settles that period's
invoice, and opens a regular subscription the engine renews from the
same money. The period must be the one running now and one of the
plan's; a subject holding a plan, or one gone past due, is refused. A
balance that cannot cover the period is refused with nothing written.
The ledger entry and the invoice are the reference.

Prepaid money is read and spent one way. The creditledger seam gains
Debit, all or nothing at the address Credit and Balance already name,
so with a host ledger injected the draw lands where a grant credits and
the AI gate reads, and the tier reads its balance, beside the credit
grants, from there too. Standalone, the draw is an "iam-user"
withdrawal, the kind every deposit writes. The self-serve balance
purchase, the record and every renewal draw through it, credit grants
first, exactly once per ref. The split is recorded under the ref
before the ledger is asked, so a debit whose answer was lost is posted
again as it was and the ledger answers with the posting it holds.

The collector reads the allocation first and charges the card before
any prepaid money moves, so an invoice that cannot be paid in full
takes nothing from credits or balance. What an attempt does collect
accumulates on AmountPaid, and the draw is keyed on the subscription's
period, so two invoices raised for one period draw once between them.

Periods are billed in advance. A subscription holds the period it paid
for; when that period ends the next one is invoiced, fee in advance and
metered usage in arrears, and the row moves onto it only once it is
paid. An unpaid one leaves the row past due on the period it owes;
once that period has gone by unserved it is owed no longer, its
invoice is void, and the row owes the period running now. A row that
was served nothing until it paid, past due or late, is served a whole
period from the payment. An invoice is voided only under the guard its
payment takes, so a payment landing at once is never voided over. A
row whose renewal was missed for whole periods is billed the period
running now, never every period since. A row canceled at the end of
its period ends with the last period it paid for, and an ended row's
unpaid invoices are void.

Invoices are read by their filters rather than under the synckey
ancestor an invoice loses once it is saved again, so a paid one stays
listed and found by its renewal, and a new one is numbered one past
the highest issued. The billing cycle reads
subscriptions the same way, renews only rows of the org's own mode,
and RenewDue is the sweep as a value core a schedule can call.

Claude-Session: https://claude.ai/code/session_016hTDbBTaq6r3xTQ5RAVVtF
2026-09-23 22:09:15 -07:00

412 lines
14 KiB
Go

package billing
import (
"context"
"encoding/base64"
"fmt"
"strconv"
"strings"
"time"
"github.com/zap-proto/zip"
"github.com/hanzoai/commerce/billing/engine"
"github.com/hanzoai/commerce/datastore"
"github.com/hanzoai/commerce/log"
"github.com/hanzoai/commerce/middleware"
"github.com/hanzoai/commerce/models/billinginvoice"
"github.com/hanzoai/commerce/models/organization"
"github.com/hanzoai/commerce/models/types/currency"
"github.com/hanzoai/commerce/util/json/http"
)
type createInvoiceRequest struct {
UserId string `json:"userId"`
CustomerEmail string `json:"customerEmail"`
SubscriptionId string `json:"subscriptionId"`
Currency string `json:"currency"`
LineItems []billinginvoice.LineItem `json:"lineItems"`
Metadata map[string]interface{} `json:"metadata"`
}
// CreateInvoice creates a new draft billing invoice.
//
// POST /v1/billing/invoices
func CreateInvoice(c *zip.Ctx) error {
org := middleware.GetOrganization(c)
var req createInvoiceRequest
if err := c.Bind(&req); err != nil {
return http.Fail(c, 400, "invalid request body", err)
}
in := InvoiceIn{
UserID: req.UserId,
CustomerEmail: req.CustomerEmail,
Currency: req.Currency,
}
for _, li := range req.LineItems {
in.Lines = append(in.Lines, InvoiceLine{
Description: li.Description,
Amount: li.Amount,
Quantity: li.Quantity,
UnitPrice: li.UnitPrice,
})
}
inv, f := raiseInvoice(c.Context(), org, in)
if f != nil {
return http.Fail(c, f.Status, f.Message, f.Err)
}
// SubscriptionId and Metadata are carried by this endpoint only; the typed op has
// no field for either, so they are set after the shared core has built the row.
if req.SubscriptionId != "" || req.Metadata != nil {
inv.SubscriptionId = req.SubscriptionId
if req.Metadata != nil {
inv.Metadata = req.Metadata
}
if err := inv.Update(); err != nil {
log.Error("Failed to attach subscription/metadata to invoice: %v", err, c)
}
}
return c.JSON(201, invoiceResponse(inv))
}
// ListInvoices is the org's billing invoices, filtered — the QUERY, with no HTTP
// in it.
//
// It takes values rather than a request so a caller that is not a request can
// ask: the same list is read over the internal plane by a peer process that
// keeps no invoice store, and re-deriving this query there would be a second
// implementation of one question. Two invoice filters is how a billing page and
// a dunning run come to disagree about what is owed.
//
// Empty userID, status or subscriptionID means "do not filter on it", which is
// what an absent query parameter has always meant here.
//
// The list is paged: newest first, bounded by (limit, offset). A page that
// states no limit gets [PageParams] default, and no page — from this query or
// any other caller of it — ever returns more than the max, so one answer
// cannot grow with the org's whole billing history.
//
// The rows come back as the same view the HTTP endpoints render, so a peer reads the
// fields it already knows. The ENVELOPE around them is each endpoint's own; putting
// it here would make every future caller inherit one endpoint's shape.
func ListInvoices(ctx context.Context, org *organization.Organization, userID, status, subscriptionID string, limit, offset int) ([]Invoice, error) {
if org == nil {
return nil, fmt.Errorf("invoices: %w", errNoOrg)
}
limit, offset = PageParams(limit, offset)
db := datastore.New(org.Namespaced(ctx))
// Under no ancestor: an invoice saved again after it was loaded by id — every
// paid one — is stored without the synckey parent it was created under.
q := billinginvoice.Query(db)
if userID != "" {
q = q.Filter("UserId=", userID)
}
if status != "" {
q = q.Filter("Status=", status)
}
if subscriptionID != "" {
q = q.Filter("SubscriptionId=", subscriptionID)
}
q = q.Order("-CreatedAt").Limit(limit).Offset(offset)
invoices := make([]*billinginvoice.BillingInvoice, 0)
if _, err := q.GetAll(&invoices); err != nil {
return nil, err
}
items := make([]Invoice, 0, len(invoices))
for _, inv := range invoices {
items = append(items, invoiceResponse(inv))
}
return items, nil
}
// Invoice page shape: one answer holds at most InvoicePageMax rows, and a
// missing limit is the default, not "everything".
const (
InvoicePageDefault = 50
InvoicePageMax = 200
)
// PageParams normalizes a page request the way this listing answers it:
// an absent limit is the default, a limit past the max is the max, and a
// negative offset is zero. One rule, so the HTTP surface and every peer
// reader of ListInvoices cannot agree on two.
func PageParams(limit, offset int) (int, int) {
switch {
case limit <= 0:
limit = InvoicePageDefault
case limit > InvoicePageMax:
limit = InvoicePageMax
}
if offset < 0 {
offset = 0
}
return limit, offset
}
// PageCursor encodes the page a reader resumes from: the next row's offset,
// base64 (URL-safe, no padding) so it round-trips through a query string
// untouched. The cursor is opaque to the reader — a position, not a promise
// about how the rows are ordered.
func PageCursor(offset int) string {
return base64.RawURLEncoding.EncodeToString([]byte(strconv.Itoa(offset)))
}
// PageOffset decodes a [PageCursor]; an absent cursor is offset zero, and a
// malformed one is a refused page, not a guess.
func PageOffset(cursor string) (int, error) {
if cursor == "" {
return 0, nil
}
raw, err := base64.RawURLEncoding.DecodeString(cursor)
if err != nil {
return 0, fmt.Errorf("invoices: cursor does not decode: %w", err)
}
offset, err := strconv.Atoi(string(raw))
if err != nil || offset < 0 {
return 0, fmt.Errorf("invoices: cursor names no row position")
}
return offset, nil
}
// ListBillingInvoices lists billing invoices, filtered by userId/status/
// subscriptionId and paged: ?limit= (default 50, max 200) and ?cursor=
// (the page a previous answer returned — absent starts at the newest row).
//
// GET /v1/billing/invoices?userId=...&status=...&limit=...&cursor=...
func ListBillingInvoices(c *zip.Ctx) error {
// #146 class: never panic on a missing org. On the co-resident cloud embed path
// this read can run with no "organization" local (IAMTokenRequired no-ops with no
// gateway X-Org-Id) — GetOrganization would panic → 502. No org ⇒ honest empty.
org, ok := middleware.GetOrganizationOK(c)
if !ok || org == nil {
return c.JSON(200, map[string]any{"invoices": []map[string]any{}, "count": 0})
}
limit := 0
if s := c.Query("limit"); s != "" {
limit, _ = strconv.Atoi(s) // a malformed limit is the default, not a 500
}
offset, err := PageOffset(c.Query("cursor"))
if err != nil {
return http.Fail(c, 400, "failed to list invoices", err)
}
items, err := ListInvoices(c.Context(), org,
strings.TrimSpace(c.Query("userId")),
strings.TrimSpace(c.Query("status")),
strings.TrimSpace(c.Query("subscriptionId")),
limit, offset)
if err != nil {
log.Error("Failed to list invoices: %v", err, c)
return http.Fail(c, 500, "failed to list invoices", err)
}
resp := map[string]any{"invoices": items, "count": len(items)}
// A full page is the only shape that may hold a next page.
if eff, _ := PageParams(limit, offset); len(items) == eff {
resp["cursor"] = PageCursor(offset + eff)
}
return c.JSON(200, resp)
}
// GetInvoice returns a single billing invoice by ID.
//
// GET /v1/billing/invoices/:id
func GetInvoice(c *zip.Ctx) error {
inv, _, f := loadInvoice(c.Context(), middleware.GetOrganization(c), c.Param("id"))
if f != nil {
return http.Fail(c, f.Status, f.Message, f.Err)
}
return c.JSON(200, invoiceResponse(inv))
}
// FinalizeInvoice transitions an invoice from draft to open.
//
// POST /v1/billing/invoices/:id/finalize
func FinalizeInvoice(c *zip.Ctx) error {
inv, f := issueInvoice(c.Context(), middleware.GetOrganization(c), c.Param("id"), eventsOf(c))
if f != nil {
return http.Fail(c, f.Status, f.Message, f.Err)
}
return c.JSON(200, invoiceResponse(inv))
}
// PayInvoice attempts to collect payment on an open invoice.
//
// POST /v1/billing/invoices/:id/pay
func PayInvoice(c *zip.Ctx) error {
oc, f := collectInvoice(c.Context(), middleware.GetOrganization(c), c.Param("id"), kmsOf(c), eventsOf(c))
if f != nil {
return http.Fail(c, f.Status, f.Message, f.Err)
}
if oc.Replayed != nil {
return c.JSON(200, map[string]any{
"invoice": invoiceResponse(oc.Inv),
"collection": oc.Replayed,
})
}
return c.JSON(200, map[string]any{
"invoice": invoiceResponse(oc.Inv),
"collection": oc.Result,
})
}
// VoidInvoice voids a draft or open invoice.
//
// POST /v1/billing/invoices/:id/void
func VoidInvoice(c *zip.Ctx) error {
inv, f := voidInvoice(c.Context(), middleware.GetOrganization(c), c.Param("id"), eventsOf(c))
if f != nil {
return http.Fail(c, f.Status, f.Message, f.Err)
}
return c.JSON(200, invoiceResponse(inv))
}
// UpcomingInvoice generates a preview of the next invoice for a subscription.
//
// GET /v1/billing/invoices/upcoming?userId=...&subscriptionId=...
func UpcomingInvoice(c *zip.Ctx) error {
org := middleware.GetOrganization(c)
db := datastore.New(org.Namespaced(c.Context()))
userId := strings.TrimSpace(c.Query("userId"))
if userId == "" {
return http.Fail(c, 400, "userId query parameter is required", nil)
}
// Aggregate current usage for this user
lineItems, subtotal, err := engine.AggregateUsage(db, userId, time.Time{}, time.Time{})
if err != nil {
log.Error("Failed to aggregate usage: %v", err, c)
return http.Fail(c, 500, "failed to aggregate usage", err)
}
// Apply credit burn-down for preview
creditApplied := int64(0)
amountDue := subtotal
if subtotal > 0 {
remaining, err := BurnCreditsPreview(db, userId, subtotal)
if err == nil {
creditApplied = subtotal - remaining
amountDue = remaining
}
}
return c.JSON(200, map[string]any{
"userId": userId,
"lineItems": lineItems,
"subtotal": subtotal,
"creditApplied": creditApplied,
"amountDue": amountDue,
"currency": "usd",
})
}
// BurnCreditsPreview calculates credit burn without actually deducting.
// Returns the remaining amount after credits would be applied.
func BurnCreditsPreview(db *datastore.Datastore, userId string, amount int64) (int64, error) {
grants, err := getActiveGrants(db, userId)
if err != nil {
return amount, err
}
remaining := amount
for _, g := range grants {
if remaining <= 0 {
break
}
deduct := g.RemainingCents
if deduct > remaining {
deduct = remaining
}
remaining -= deduct
}
return remaining, nil
}
// Invoice is a billing invoice as every invoice endpoint has answered with it —
// InvoiceView's facts plus the ones only the endpoints carry (the period, the tax
// and discount lines, the dunning attempt count).
//
// The three lifecycle timestamps are pointers: each key has always been emitted
// only once its moment has happened, and a due date of the zero time is a
// different claim from an invoice that is not yet due.
type Invoice struct {
ID string `json:"id"`
UserID string `json:"userId"`
CustomerEmail string `json:"customerEmail"`
SubscriptionID string `json:"subscriptionId"`
PeriodStart time.Time `json:"periodStart"`
PeriodEnd time.Time `json:"periodEnd"`
Subtotal int64 `json:"subtotal"`
Tax int64 `json:"tax"`
Discount int64 `json:"discount"`
CreditApplied int64 `json:"creditApplied"`
AmountDue int64 `json:"amountDue"`
AmountPaid int64 `json:"amountPaid"`
Currency currency.Type `json:"currency"`
Status billinginvoice.Status `json:"status"`
PaymentMethod string `json:"paymentMethod"`
PaymentRef string `json:"paymentRef"`
Number int `json:"number"`
NumberStr string `json:"numberStr"`
AttemptCount int `json:"attemptCount"`
LineItems []billinginvoice.LineItem `json:"lineItems"`
CreatedAt time.Time `json:"createdAt"`
UpdatedAt time.Time `json:"updatedAt"`
DueDate *time.Time `json:"dueDate,omitempty"`
PaidAt *time.Time `json:"paidAt,omitempty"`
VoidedAt *time.Time `json:"voidedAt,omitempty"`
}
// invoiceResponse projects the model onto that view. It stays the ONE projection
// the endpoints share, now typed, so the list a peer reads and the body a browser
// reads cannot drift into describing one invoice two ways.
func invoiceResponse(inv *billinginvoice.BillingInvoice) Invoice {
resp := Invoice{
ID: inv.Id(),
UserID: inv.UserId,
CustomerEmail: inv.CustomerEmail,
SubscriptionID: inv.SubscriptionId,
PeriodStart: inv.PeriodStart,
PeriodEnd: inv.PeriodEnd,
Subtotal: inv.Subtotal,
Tax: inv.Tax,
Discount: inv.Discount,
CreditApplied: inv.CreditApplied,
AmountDue: inv.AmountDue,
AmountPaid: inv.AmountPaid,
Currency: inv.Currency,
Status: inv.Status,
PaymentMethod: inv.PaymentMethod,
PaymentRef: inv.PaymentRef,
Number: inv.Number,
NumberStr: inv.NumberStr,
AttemptCount: inv.AttemptCount,
LineItems: inv.LineItems,
CreatedAt: inv.CreatedAt,
UpdatedAt: inv.UpdatedAt,
}
if !inv.DueDate.IsZero() {
due := inv.DueDate
resp.DueDate = &due
}
if !inv.PaidAt.IsZero() {
paid := inv.PaidAt
resp.PaidAt = &paid
}
if !inv.VoidedAt.IsZero() {
voided := inv.VoidedAt
resp.VoidedAt = &voided
}
return resp
}