Class: Invoicing::SubmitToTaxjar

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

Overview

Service object: submit to taxjar.

Defined Under Namespace

Classes: Result

Constant Summary collapse

MARKETPLACE_PROVIDERS =

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 17

def initialize(invoice, options = {})
  @invoice = invoice
  @options = options
  @logger = options[:logger] || Rails.logger
  @client = Api::Taxjar.client
end

Instance Method Details

#delete ⇒ Object 



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# File 'app/services/invoicing/submit_to_taxjar.rb', line 124

def delete
  @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 Api::Taxjar::Error::NotFound
  @logger.info "Record not found on Taxjar for invoice #{taxjar_id}"
  Result.new(
    success: false,
    message: "Record not found on Taxjar for invoice #{taxjar_id}"
  )
end

#details ⇒ Object 



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# File 'app/services/invoicing/submit_to_taxjar.rb', line 139

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].max
      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 65

def existing_record?
  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 Api::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 Api::Taxjar::Error::NotFound
    false
  end
end

#submit ⇒ Object 



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# File 'app/services/invoicing/submit_to_taxjar.rb', line 30

def submit
  if existing_record?
    @logger.info "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 Api::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 Api::Taxjar::Error::ServerError => e
  Result.new(
    success: false,
    message: e.message
  )
end

#taxjar_id ⇒ Object 



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# File 'app/services/invoicing/submit_to_taxjar.rb', line 24

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

#update ⇒ Object 



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# File 'app/services/invoicing/submit_to_taxjar.rb', line 92

def update
  marketplace_provider = MARKETPLACE_PROVIDERS[@invoice.customer_id]

  # Fetch existing record with provider parameter if applicable
  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 Api::Taxjar::Error::NotFound
  @logger.info "Record not found on Taxjar for invoice #{taxjar_id}"
  Result.new(
    success: false,
    message: "Record not found on Taxjar for invoice #{taxjar_id}"
  )
rescue Api::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