Class: Invoicing::SubmitToTaxjar

Inherits:
BaseService
  • Object
show all
Defined in:
app/services/invoicing/submit_to_taxjar.rb

Defined Under Namespace

Classes: Result

Constant Summary collapse

MARKETPLACE_PROVIDERS = 
{
  5_322_434 => 'amazon',
  23_041_827 => 'walmart'
}.freeze

Instance Method Summary collapse

Constructor Details

#initialize(invoice, options = {}) ⇒ SubmitToTaxjar

Returns a new instance of SubmitToTaxjar.



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# File 'app/services/invoicing/submit_to_taxjar.rb', line 12

def initialize(invoice, options = {})
  @invoice = invoice
  @options = options
  @logger = options[:logger] || Rails.logger
  @client = Api::Taxjar.client
  @client.set_api_config('headers', {
    'x-api-version' => '2022-01-24'
  })
end

Instance Method Details

#delete ⇒ Object 



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# File 'app/services/invoicing/submit_to_taxjar.rb', line 129

def delete
  require 'taxjar'
  begin
    existing_record = @client.show_order(taxjar_id)
    @client.delete_order(taxjar_id)
    Result.new(
      success: true,
      message: "Record on Taxjar for invoice #{taxjar_id} successfully deleted"
    )
  rescue Taxjar::Error::NotFound
    puts "Record not found on Taxjar for invoice #{taxjar_id}"
    Result.new(
      success: false,
      message: "Record not found on Taxjar for invoice #{taxjar_id}"
    )
  end
end

#details ⇒ Object 



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# File 'app/services/invoicing/submit_to_taxjar.rb', line 147

def details
  line_items = []
  if @invoice.line_items.present?
    @invoice.line_items.parents_only.non_shipping.each do |li|
      next if li.taxable_total.zero?

      product_identifier = li.item.present? ? li.item.sku : li.cm_category
      description = if li.item.present?
                      (li.item.sku + ' - ' + li.item.name)
                    else
                      li.description.presence || li.cm_category
                    end
      price = li.price < li.discounted_price ? li.discounted_price : li.price
      discount = [-li.line_discounts.sum(:amount), 0].max
      line_items << {
                      quantity: li.quantity,
                      product_identifier: product_identifier,
                      product_tax_code: li.item&.product_tax_code&.product_tax_code,
                      description: description,
                      unit_price: price,
                      discount: discount,
                      sales_tax: li.tax_total
                    }
    end
  end
  amount = @invoice.line_items.to_a.sum(&:taxable_total).to_f
  shipping = @invoice.shipping_cost.to_f == @invoice.line_items.shipping_only.to_a.sum(&:taxable_total).to_f ? @invoice.shipping_cost.to_f : @invoice.line_items.shipping_only.to_a.sum(&:taxable_total).to_f

  # Map customer IDs to their marketplace providers
  marketplace_provider = MARKETPLACE_PROVIDERS[@invoice.customer_id]

  # Build base transaction details
  base_details = {
    customer_id: @invoice.taxjar_customer_id,
    transaction_id: taxjar_id,
    provider: marketplace_provider.presence || 'api',
    transaction_date: @invoice.gl_date.to_s,
    to_country: @invoice.shipping_address.country.iso,
    to_zip: @invoice.shipping_address.zip,
    to_state: @invoice.shipping_address.state_code,
    to_city: @invoice.shipping_address.city,
    to_street: @invoice.shipping_address.street1,
    amount: amount,
    shipping: shipping,
    sales_tax: @invoice.tax_total.to_f,
    line_items: line_items
  }

  # Add exemption_type for marketplace providers only
  base_details[:exemption_type] = 'marketplace' if marketplace_provider.present?

  base_details
end

#existing_record? ⇒ Boolean

Returns:

  • (Boolean) 


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# File 'app/services/invoicing/submit_to_taxjar.rb', line 66

def existing_record?
  require 'taxjar'
  marketplace_provider = MARKETPLACE_PROVIDERS[@invoice.customer_id]

  # Check if record already exists
  begin
    existing_records = @client.list_orders({
      from_transaction_date: @invoice.gl_date.to_s,
      to_transaction_date: @invoice.gl_date.to_s
    })
    return true if existing_records.include?(taxjar_id)
  rescue Taxjar::Error
    # list_orders failed, try show_order instead
  end

  # Try to fetch the record directly (with provider parameter for marketplace orders)
  begin
    existing_record = if marketplace_provider.present?
                        @client.show_order(taxjar_id, { provider: marketplace_provider })
                      else
                        @client.show_order(taxjar_id)
                      end
    existing_record.present?
  rescue Taxjar::Error::NotFound
    false
  end
end

#submit ⇒ Object 



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# File 'app/services/invoicing/submit_to_taxjar.rb', line 28

def submit
  require 'taxjar'
  begin
    if existing_record?
      puts "Record already exists on Taxjar for invoice #{taxjar_id}"
      Result.new(
        success: false,
        message: "Record already exists on Taxjar for invoice #{taxjar_id}"
      )
    else
      new_record = @client.create_order(details)
      Result.new(
        success: true,
        original_tax_amount: @invoice.tax_total,
        calculated_tax: new_record.sales_tax
      )
    end
  rescue Taxjar::Error::UnprocessableEntity => e
    # Handle "Provider tranx already imported" - transaction exists via marketplace integration
    if e.message.include?('already imported')
      Result.new(
        success: true,
        message: "Record already exists on Taxjar via marketplace provider for invoice #{taxjar_id}"
      )
    else
      Result.new(
        success: false,
        message: e.message
      )
    end
  rescue Taxjar::Error::ServerError => e
    Result.new(
      success: false,
      message: e.message
    )
  end
end

#taxjar_id ⇒ Object 



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# File 'app/services/invoicing/submit_to_taxjar.rb', line 22

def taxjar_id
  str = @invoice.reference_number.clone
  str.prepend("#{Rails.env}-") if !Rails.env.production? and !str.start_with?("#{Rails.env}-")
  str
end

#update ⇒ Object 



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# File 'app/services/invoicing/submit_to_taxjar.rb', line 94

def update
  require 'taxjar'
  begin
    marketplace_provider = MARKETPLACE_PROVIDERS[@invoice.customer_id]

    # Fetch existing record with provider parameter if applicable
    existing_record = if marketplace_provider.present?
                        @client.show_order(taxjar_id, { provider: marketplace_provider })
                      else
                        @client.show_order(taxjar_id)
                      end

    updated_record = @client.update_order(details)

    Result.new(
      success: true,
      original_tax_amount: @invoice.tax_total,
      calculated_tax: updated_record.sales_tax
    )
  rescue Taxjar::Error::NotFound
    puts "Record not found on Taxjar for invoice #{taxjar_id}"
    Result.new(
      success: false,
      message: "Record not found on Taxjar for invoice #{taxjar_id}"
    )
  rescue Taxjar::Error::Forbidden => e
    Rails.logger.warn "TaxJar API returned 403 Forbidden for invoice #{taxjar_id}. " \
                      "Check TaxJar credentials or account permissions. #{e.message}"
    Result.new(
      success: false,
      message: "TaxJar request forbidden for invoice #{taxjar_id}: #{e.message}"
    )
  end
end