Feat(invoice_custom_sections): add create_invoice_applied_custom_sections service

app/services/customers/manage_invoice_custom_sections_service.rb

@@ -24,8 +24,8 @@ def call
 
         if !section_ids.nil? || !section_codes.nil?
           customer.skip_invoice_custom_sections = false
-          return result if customer.applicable_invoice_custom_sections.ids == section_ids ||
-            customer.applicable_invoice_custom_sections.map(&:code) == section_codes
+          return result if customer.selected_invoice_custom_sections.ids == section_ids ||
+            customer.selected_invoice_custom_sections.map(&:code) == section_codes
 
           assign_selected_sections
         end

app/services/invoices/add_on_service.rb

@@ -26,6 +26,7 @@ def create
 
         create_add_on_fee(invoice)
         compute_amounts(invoice)
+        Invoices::ApplyInvoiceCustomSectionsService.call(invoice:)
 
         invoice.save!
 

app/services/invoices/advance_charges_service.rb

@@ -69,6 +69,7 @@ def create_group_invoice
         end
 
         Invoices::ComputeAmountsFromFees.call(invoice:)
+        Invoices::ApplyInvoiceCustomSectionsService.call(invoice:)
 
         invoice.payment_status = :succeeded
         Invoices::TransitionToFinalStatusService.call(invoice:)

app/services/invoices/apply_invoice_custom_sections_service.rb

@@ -0,0 +1,34 @@
+# frozen_string_literal: true
+
+module Invoices
+  class ApplyInvoiceCustomSectionsService < BaseService
+    def initialize(invoice:)
+      @invoice = invoice
+      @customer = invoice.customer
+
+      super()
+    end
+
+    def call
+      result.applied_sections = []
+      return result if customer.skip_invoice_custom_sections
+
+      customer.applicable_invoice_custom_sections.each do |custom_section|
+        invoice.applied_invoice_custom_sections.create!(
+          code: custom_section.code,
+          details: custom_section.details,
+          display_name: custom_section.display_name,
+          name: custom_section.name
+        )
+      end
+      result.applied_sections = invoice.applied_invoice_custom_sections
+      result
+    rescue ActiveRecord::RecordInvalid => e
+      result.record_validation_failure!(record: e.record)
+    end
+
+    private
+
+    attr_reader :invoice, :customer
+  end
+end

app/services/invoices/create_one_off_service.rb

@@ -35,6 +35,7 @@ def call
         end
 
         Invoices::ComputeAmountsFromFees.call(invoice:, provider_taxes: result.fees_taxes)
+        Invoices::ApplyInvoiceCustomSectionsService.call(invoice:)
         invoice.payment_status = invoice.total_amount_cents.positive? ? :pending : :succeeded
         Invoices::TransitionToFinalStatusService.call(invoice:)
         invoice.save!

app/services/invoices/create_pay_in_advance_charge_service.rb

@@ -41,6 +41,7 @@ def call
         Invoices::ComputeAmountsFromFees.call(invoice:, provider_taxes: result.fees_taxes)
         create_credit_note_credit
         create_applied_prepaid_credit if should_create_applied_prepaid_credit?
+        Invoices::ApplyInvoiceCustomSectionsService.call(invoice:)
 
         invoice.payment_status = invoice.total_amount_cents.positive? ? :pending : :succeeded
         Invoices::TransitionToFinalStatusService.call(invoice:)

app/services/invoices/paid_credit_service.rb

@@ -22,6 +22,7 @@ def call
       ActiveRecord::Base.transaction do
         create_credit_fee(invoice)
         compute_amounts(invoice)
+        Invoices::ApplyInvoiceCustomSectionsService.call(invoice:)
 
         if License.premium? && wallet_transaction.invoice_requires_successful_payment?
           invoice.open!

app/services/invoices/progressive_billing_service.rb

@@ -21,6 +21,7 @@ def call
 
         Credits::ProgressiveBillingService.call(invoice:)
         Credits::AppliedCouponsService.call(invoice:)
+        Invoices::ApplyInvoiceCustomSectionsService.call(invoice:)
 
         totals_result = Invoices::ComputeTaxesAndTotalsService.call(invoice:)
         return totals_result if !totals_result.success? && totals_result.error.is_a?(BaseService::UnknownTaxFailure)

app/services/invoices/refresh_draft_service.rb

@@ -56,6 +56,7 @@ def call
           recurring:,
           context:
         )
+        Invoices::ApplyInvoiceCustomSectionsService.call(invoice:)
 
         invoice.credit_notes.each do |credit_note|
           subscription_id = cn_subscription_ids.find { |h| h[:credit_note_id] == credit_note.id }[:subscription_id]
@@ -121,6 +122,7 @@ def reset_invoice_values
       invoice_subscriptions.destroy_all
       invoice.applied_taxes.destroy_all
       invoice.error_details.discard_all
+      invoice.applied_invoice_custom_sections.destroy_all
 
       invoice.taxes_amount_cents = 0
       invoice.total_amount_cents = 0
@@ -129,6 +131,7 @@ def reset_invoice_values
       invoice.sub_total_excluding_taxes_amount_cents = 0
       invoice.sub_total_including_taxes_amount_cents = 0
       invoice.progressive_billing_credit_amount_cents = 0
+
       invoice.save!
     end
   end

app/services/invoices/subscription_service.rb

@@ -33,6 +33,7 @@ def call
           recurring:,
           context:
         )
+        Invoices::ApplyInvoiceCustomSectionsService.call(invoice:)
 
         set_invoice_generated_status unless invoice.pending?
         invoice.save!

spec/services/invoices/add_on_service_spec.rb

@@ -107,6 +107,10 @@
       let(:service_call) { invoice_service.create }
     end
 
+    it_behaves_like "applies invoice_custom_sections" do
+      let(:service_call) { invoice_service.create }
+    end
+
     context 'with customer timezone' do
       before { applied_add_on.customer.update!(timezone: 'America/Los_Angeles') }
 

spec/services/invoices/apply_invoice_custom_sections_service_spec.rb

@@ -0,0 +1,57 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe Invoices::ApplyInvoiceCustomSectionsService, type: :service do
+  subject(:invoice_service) { described_class.new(invoice:) }
+
+  let(:organization) { create(:organization) }
+  let(:customer) { create(:customer, organization:) }
+  let(:invoice) { create(:invoice, customer:) }
+  let(:custom_sections) { create_list(:invoice_custom_section, 3, organization:) }
+
+  before do
+    organization.selected_invoice_custom_sections << custom_sections[1..2]
+  end
+
+  describe '#call' do
+    context 'when the customer has skip_invoice_custom_sections flag' do
+      let(:customer) { create(:customer, organization:, skip_invoice_custom_sections: true) }
+
+      it 'does not apply any custom sections' do
+        result = invoice_service.call
+        expect(result).to be_success
+        expect(result.applied_sections).to be_empty
+        expect(invoice.reload.applied_invoice_custom_sections).to be_empty
+      end
+    end
+
+    context 'when the customer has custom sections' do
+      before do
+        customer.selected_invoice_custom_sections << custom_sections[0..1]
+      end
+
+      it 'applies the custom sections to the invoice' do
+        result = invoice_service.call
+        expect(result).to be_success
+        sections = invoice.reload.applied_invoice_custom_sections
+        expect(sections.map(&:code)).to match_array(custom_sections[0..1].map(&:code))
+        expect(sections.map(&:details)).to match_array(custom_sections[0..1].map(&:details))
+        expect(sections.map(&:display_name)).to match_array(custom_sections[0..1].map(&:display_name))
+        expect(sections.map(&:name)).to match_array(custom_sections[0..1].map(&:name))
+      end
+    end
+
+    context 'when the customer inherits custom sections from the organization' do
+      it 'applies the organization\'s sections to the invoice' do
+        result = invoice_service.call
+        expect(result).to be_success
+        sections = invoice.reload.applied_invoice_custom_sections
+        expect(sections.map(&:code)).to match_array(custom_sections[1..2].map(&:code))
+        expect(sections.map(&:details)).to match_array(custom_sections[1..2].map(&:details))
+        expect(sections.map(&:display_name)).to match_array(custom_sections[1..2].map(&:display_name))
+        expect(sections.map(&:name)).to match_array(custom_sections[1..2].map(&:name))
+      end
+    end
+  end
+end

spec/services/invoices/create_one_off_service_spec.rb

@@ -67,6 +67,10 @@
       let(:service_call) { create_service.call }
     end
 
+    it_behaves_like "applies invoice_custom_sections" do
+      let(:service_call) { create_service.call }
+    end
+
     it 'calls SegmentTrackJob' do
       invoice = create_service.call.invoice
 

spec/services/invoices/create_pay_in_advance_charge_service_spec.rb

@@ -318,5 +318,9 @@
         expect(result.invoice).to be_finalized
       end
     end
+
+    it_behaves_like "applies invoice_custom_sections" do
+      let(:service_call) { invoice_service.call }
+    end
   end
 end

spec/services/invoices/paid_credit_service_spec.rb

@@ -62,6 +62,10 @@
       let(:service_call) { invoice_service.call }
     end
 
+    it_behaves_like "applies invoice_custom_sections" do
+      let(:service_call) { invoice_service.call }
+    end
+
     it 'does not enqueue an SendEmailJob' do
       expect do
         invoice_service.call

spec/services/invoices/progressive_billing_service_spec.rb

@@ -232,5 +232,9 @@
     it_behaves_like 'syncs invoice' do
       let(:service_call) { create_service.call }
     end
+
+    it_behaves_like "applies invoice_custom_sections" do
+      let(:service_call) { create_service.call }
+    end
   end
 end

spec/services/invoices/refresh_draft_and_finalize_service_spec.rb

@@ -79,6 +79,10 @@
       let(:service_call) { finalize_service.call }
     end
 
+    it_behaves_like "applies invoice_custom_sections" do
+      let(:service_call) { finalize_service.call }
+    end
+
     it 'enqueues a SendWebhookJob' do
       expect do
         finalize_service.call

spec/services/invoices/refresh_draft_service_spec.rb

@@ -171,6 +171,10 @@
         .to change { invoice.reload.progressive_billing_credit_amount_cents }.from(1239000).to(0)
     end
 
+    it_behaves_like "applies invoice_custom_sections" do
+      let(:service_call) { refresh_service.call }
+    end
+
     context 'when there is a tax_integration set up' do
       let(:integration) { create(:anrok_integration, organization:) }
       let(:integration_customer) { create(:anrok_customer, integration:, customer:) }
@@ -203,6 +207,21 @@
       end
     end
 
+    context 'when invoice has other applied invoice_custom_sections' do
+      let(:invoice_custom_sections) { create_list(:invoice_custom_section, 4, organization: organization) }
+      let(:applied_invoice_custom_sections) { create_list(:applied_invoice_custom_section, 2, invoice: invoice) }
+
+      before do
+        applied_invoice_custom_sections
+        customer.selected_invoice_custom_sections = invoice_custom_sections.take(3)
+      end
+
+      it 'creates new applied_invoice_custom_sections' do
+        expect { refresh_service.call }.to change { invoice.reload.applied_invoice_custom_sections.count }.from(2).to(3)
+        expect(invoice.applied_invoice_custom_sections.map(&:code)).to match(customer.selected_invoice_custom_sections.map(&:code))
+      end
+    end
+
     it 'flags lifetime usage for refresh' do
       create(:usage_threshold, plan: subscription.plan)
 

spec/services/invoices/subscription_service_spec.rb

@@ -106,6 +106,10 @@
       let(:service_call) { invoice_service.call }
     end
 
+    it_behaves_like "applies invoice_custom_sections" do
+      let(:service_call) { invoice_service.call }
+    end
+
     it "enqueues a SendWebhookJob" do
       expect do
         invoice_service.call

spec/support/shared_examples/applied_invoice_custom_sections.rb

@@ -0,0 +1,25 @@
+# frozen_string_literal: true
+
+RSpec.shared_examples 'applies invoice_custom_sections' do
+  let(:invoice_custom_sections) { create_list(:invoice_custom_section, 4, organization:) }
+
+  before do
+    organization.selected_invoice_custom_sections = invoice_custom_sections[2..3]
+  end
+
+  context 'when the customer has :skip_invoice_custom_sections flag' do
+    before { customer.update(skip_invoice_custom_sections: true) }
+
+    it 'doesn\'t create applied_invoice_custom_section' do
+      expect { service_call }.not_to change(AppliedInvoiceCustomSection, :count)
+    end
+  end
+
+  context 'when customer follows organizations invoice_custom_sections' do
+    it 'creates applied_invoice_custom_sections' do
+      result = service_call
+      invoice = result.invoice
+      expect(invoice.applied_invoice_custom_sections.pluck(:code)).to match_array(organization.selected_invoice_custom_sections.pluck(:code))
+    end
+  end
+end