diff --git a/README.md b/README.md index 430b182f4..65c3f9e7e 100644 --- a/README.md +++ b/README.md @@ -8,7 +8,7 @@ The price migration engine is an orchestration engine used to perform controlled - [An introduction to the general principles of price migrations](docs/price-migrations-from-first-principles.md) - [The journey of a cohort item](docs/the-journey-of-a-cohort-item.md) -- [Coding conventions](docs/coding-conventions.md) +- [Coding directives](docs/coding-directives.md) - [Notification windows](docs/notification-windows.md) - [The art of computing start dates](docs/start-date-computation.md) - [The art of the cap; or how to gracefully cap prices in the engine](docs/the-art-of-the-cap.md) diff --git a/docs/coding-conventions.md b/docs/coding-conventions.md deleted file mode 100644 index 2c9655426..000000000 --- a/docs/coding-conventions.md +++ /dev/null @@ -1,8 +0,0 @@ -# Coding Conventions - -The price migration engine doesn't have coding conventions per se. ZIO does a very good job at keeping sanity between pure and impure code, and putting adhoc code into migration specific objects (the so called "modern" migrations) helps separate the general engine logic from specific requests. We also rely on the coding expertise of contributors to do the right thing (including breaking rules when needed). - -With that said, we have the following conventions - -- When using `MigrationType(cohortSpec)` to dispatch values or behaviour per migration, and unless exceptions (there are a couple in the code for when we handle exceptions or for exceptional circumstances), we will be explicit on what we want and declaring all the cases. If somebody is implementing a new migration and follows the steps Pascal presented during GW2024, then declaring a new case will happen during the [first step](https://github.com/guardian/price-migration-engine/pull/1012). The reason for this rule is that an inexperienced contributor could easily miss a place in the code where some thought should have been given on what a new migration should specify. If the code compiles without prompting that decision the contributor might miss it. And even if the decision is to go with the "default", this needs to be explicitly specified. This convention was introduced in this pull request [pull:1022](https://github.com/guardian/price-migration-engine/pull/1022). - diff --git a/docs/coding-directives.md b/docs/coding-directives.md new file mode 100644 index 000000000..7fd540802 --- /dev/null +++ b/docs/coding-directives.md @@ -0,0 +1,8 @@ +# Coding Conventions + +The price migration engine doesn't have coding conventions per se. ZIO does a very good job at keeping sanity between pure and impure code, and putting adhoc code into migration specific objects (the set up of the so called "modern" migrations) helps separate the general engine logic from specific requests. We also rely on the coding expertise of contributors to simply do the right thing (including breaking rules when needed). + +With that said, we have the following conventions + +- Coding Directive #1: When using `MigrationType(cohortSpec)` to dispatch values or behaviour per migration, and unless exceptions (there are a couple in the code for when we handle exceptions or for exceptional circumstances), we will be explicit on what we want and declaring all the cases. If somebody is implementing a new migration and follows the steps Pascal presented during GW2024, then declaring a new case will happen during the [first step](https://github.com/guardian/price-migration-engine/pull/1012). The reason for this rule is that an inexperienced contributor could easily miss a place in the code where a new migration should specify behaviour. If the code compiles without prompting that decision, then the contributor might miss it. And even if the decision is to go with the "default", this needs to be explicitly specified. This convention was introduced in this pull request [pull:1022](https://github.com/guardian/price-migration-engine/pull/1022). + diff --git a/docs/migration-implementation-manual.md b/docs/migration-implementation-manual.md index be230429b..4d1fb600c 100644 --- a/docs/migration-implementation-manual.md +++ b/docs/migration-implementation-manual.md @@ -6,7 +6,7 @@ In this chapter, we explain how to implement a migration from scratch. In the chapter [Price migrations from first principles](https://github.com/guardian/price-migration-engine/blob/main/docs/price-migrations-from-first-principles.md) we have discovered why some commercial entities run price migrations. In this chapter I will be describing how we implement them at the Guardian. This description is almost entirely based on Pascal's experience in implementing and monitoring them, but if one day you are responsible for an implementation you may find easier to do things slightly differently. -Price migrations are not P&E projects. They are Marketing led projects. Marketing, in collaboration with Finance, will anounce that a collection of subscriptions in Zuora, often corresponding to all subscriptions of a particular product (for instance, Guardian Weekly subscriptions) will need to be migrated. The price migration engine orchestrates that operation from a systems point of view, but this happens within the larger context of operations ran by Marketing. +Price migrations are not P&E projects. They are Marketing led projects. Marketing, in collaboration with Finance, will announce that a collection of subscriptions in Zuora, often corresponding to all subscriptions of a particular product (for instance, Guardian Weekly subscriptions) will need to be migrated. The price migration engine orchestrates that operation from a systems point of view, but this happens within the larger context of operations ran by Marketing. ## The membership-workflow update diff --git a/docs/the-journey-of-a-cohort-item.md b/docs/the-journey-of-a-cohort-item.md index 88f9a82dc..3f1a37313 100644 --- a/docs/the-journey-of-a-cohort-item.md +++ b/docs/the-journey-of-a-cohort-item.md @@ -1,20 +1,20 @@ ## The journey of a cohort item -In [Price migrations from first principles](./price-migrations-from-first-principles.md) we have seen what price migrations are and the general logic behind then. In this chapter let's have a closer look at the actual steps of a price migration following the journey of a cohort item in the engine. +In [Price migrations from first principles](./price-migrations-from-first-principles.md) we have seen what price migrations are, and the general logic behind then. In this chapter let's have a closer look at the actual steps of a price migration following the journey of a cohort item in the engine. ### What is a cohort item ? In the engine parlance a "cohort" is a set of subscription numbers that are part of a given price migration. Logically a "cohort item" would then be one of those numbers, but in fact it refers to a record in the Dynamo table where the engine maintains information about the price migration. -One such cohort items seen in one of the Dynamo tables is shown below +One such cohort item seen in one of the Dynamo tables is shown below ![](./the-journey-of-a-cohort-item/1707822328.png) -The price migration may apply to a collection of subscriptions, but each subscription is price risen independently to the others, so to understand the logic of a migration we only need to follow the journey of one given subscription number. +The price migration may apply to a collection of subscriptions, but each subscription is price risen independently to the others (and yes, a price migration could just have one subscription in it), so to understand the logic of a migration we only need to follow the journey of one given subscription number. ### Loading the subscription numbers and creating the Dynamo table. -A price migration fundamentally need two ingredients +A price migration fundamentally need two ingredients: 1. The engine has been updated with the required code to encode the specificities of the migration (for instance specific features we implemented for Newspaper2024) @@ -28,14 +28,9 @@ S-00000004 etc.. ``` -At this point we need to have decided a name for the migration. Let's imagine we called it Newspaper2024. We locate the `price-migration-engine-prod` S3 bucket and create a directory called `Newspaper2024` and put in it two files. +At this point we need to have decided a name for the migration. Let's imagine we called it Newspaper2024. We locate the `price-migration-engine-prod` S3 bucket and create a directory called `Newspaper2024` in which we put a file called `subscription-numbers.csv`. -- salesforce-subscription-id-report.csv , which contains the list of subscription numbers -- excluded-subscription-ids.csv , an empty file - -(Note: we are soon going to change those conventions, because they are legacy names which have outstayed their welcome, this will come as a PR and this documentation will be updated, but at the time those lines are written, that's the convention.) - -The engine will not automagically pick up those files, it needs to be instructed to do so (this will not be covered here), but the effect of the Dynamo being created and the file having been loaded is that we now have a table with records and each record simply contains a subscription number. +The engine will not automagically pick up the file, it needs to be instructed to do so (this will not be covered here), but the effect of the Dynamo table being created and the file having been loaded is that we now have a table with records and each record simply contains a subscription number. To help with understanding of the following steps let's use a (simplified) version of the CohortItem case class in the engine Scala Code @@ -71,7 +66,13 @@ CohortItem( In this stage the engine essentially is saying "I have recorded this subscription number and it's ready to be Estimated" -### The Estimation Stage +### The Estimation Stage (part 1) + +The first step of the Estimation stage is to run a maintenance function called `monitorDoNotProcessUntil` from the Estimation handler. This function requests items in processing stage `DoNotProcessUntil` and looks up the attribute `doNotProcessUntil`, which is a LocalDate, and check whether that date in in the past (or today). If that date is in the past, then the item is going to be migrated to processing stage `ReadyForEstimation`, otherwise the item is left untouched. + +The reason for the extistence of the `DoNotProcessUntil` processing stage is that it was the simplest way to handle the existence of cancellation saves and the business requirement to leave a subscription alone for a certain period of time (6 months) if, at notification state, the item carries a cancellation discount. If and when we observe such a thing, we put the item in processing stage `DoNotProcessUntil`, and then update the value of the attribute `doNotProcessUntil` to be the date until when the item needs to be left alone. On that future date (or shortly after) the item can be processed again and the way this happens is to move it to `ReadyForEstimation` waiting for it to be estimated (again). + +### The Estimation Stage (part 2) The estimation stage has several purposes, in fact 3 main purposes @@ -136,17 +137,35 @@ CohortItem( Then, the cohort item is going to.... sleep. It's going to sleep as long as it take for it to be at the start date minus about 40 days. This might take a few days or up to a year. -### Notification and Amendment +### Notification (part 1) + +In the case of migration SupporterPlus2024, the first operation is to check whether the item is under an active cancellation save. By definition, an "active" cancellation save is a cancellation save that was issued less than 6 months ago. If the item is found in that state, its processing stage become `DoNotProcessUntil` and the value of `doNotProcessUntil` is updated to become the effective date of the cancelation save plus 6 months. + +### Notification (part 2) -Today is now `LocalDate.of(2024, 5, 10)` minus about 40 days. The engine sees a subscription in `SalesforcePriceRiceCreationComplete` stage ready to be user notified. The engine is going to perform a certain number of look ups and will send a message to a queue that will eventually be delivered to Braze (triggering the sending of an email, or sending an additional request to an external company for a letter to be printed and delivered). +Today is now `LocalDate.of(2024, 5, 10)` minus about 40 days. The engine sees a subscription in `SalesforcePriceRiceCreationComplete` stage ready to be user notified. The engine is going to perform a certain number of lookups and will send a message to a queue that will eventually be delivered to Braze (triggering the sending of an email, or sending an additional request to an external company for a letter to be printed and delivered). -The message to the user is going to mention the start date and the new estimated new price. The engine then notifies Salesforce that the user has been notified (for record keeping) and then will perform the amendment in Zuora, meaning will update Zuora with the fact that the subscription in Zuora is price risen and that the price rise is taking effect on the date that had already been decided during the estimation step. Note that this is the first and only moment that the engine performs and write operation in Zuora during the entire price rise process of that subscription. +The message to the user is going to mention the start date and the new estimated new price. The outcome of this step is the subscription being put in processing stage `NotificationSendComplete`. -It is also important to notice that the amendment step only happened after the user notification step. This is to avoid a situation where there would be a bug in the engine or even just a long outage and causing subscriptions to be price risen in Zuora without the users having (yet) been notified. That would be illegal and put the Guardian in hot water. +Once the item is in `NotificationSendComplete` stage the SalesforceNotificationDateUpdatehandler lambda will fire up. This operation notifies Salesforce that the user has been notified (for record keeping) and puts the item in processing stage `NotificationSendDateWrittenToSalesforce`. -At this point the processing stage is `AmendmentComplete`. +### Amendment -The last step is now another Salesforce update, where we inform Salesforce that the subscription in Zuora has been edited for price rise. Then the processing stage becomes `AmendmentWrittenToSalesforce`. This completes the price rise of subscription "S-00000003". +The item now being in processing stage `NotificationSendDateWrittenToSalesforce` the engine will perform an amendment in Zuora, meaning will update Zuora with the fact that the subscription in Zuora is price risen and that the price rise is taking effect on the date that had already been decided during the Estimation step. Note that this is the first and only moment that the engine performs a write operation in Zuora during the entire price rise process of that subscription and puts the item in `AmendmentComplete`. + +The next step is yet another Salesforce update, where we inform Salesforce that the subscription in Zuora has been edited for price rise. Then the processing stage becomes `AmendmentWrittenToSalesforce`. This completes the price rise of subscription "S-00000003". + +It is also important to notice that the amendment step only happened after the user notification step. This is a security to avoid a situation where there would be a bug in the engine or even just a long outage, causing subscriptions to be price risen in Zuora without the users having (yet) been notified. That would be illegal and put the Guardian in hot water. + +Last, but not least, this entire section, eg: moving through + +- `SalesforcePriceRiceCreationComplete` +- `NotificationSendComplete` +- `NotificationSendDateWrittenToSalesforce` +- `AmendmentComplete` +- `AmendmentWrittenToSalesforce` + +happens the same day. Being independent steps it is possible to delay the next one of the sequence, but there is also value in letting in them complete the same day, so that is a customer calls a CRS, they see, in Zuora and Salesforce, an up-to-date view of what the engine was in the process of doing. ### Cancellations @@ -163,3 +182,16 @@ CohortItem( Once the cohort item is in `Cancelled` state the engine will no longer touch it. Alike `AmendmentWrittenToSalesforce`, `Cancelled` is a final state for a cohort item. +### Processing Lambdas + +The price migration engine define a state machine which is linear. The lambdas fire in a given linear order (ocassionaly the same lambda fires more than once) For reference here is the other in which the lambda fire + +- CohortTableCreationHandler +- SubscriptionIdUploadHandler +- EstimationHandler +- SalesforcePriceRiseCreationHandler +- NotificationHandler +- SalesforceNotificationDateUpdateHandler +- AmendmentHandler +- SalesforceAmendmentUpdateHandler +- CohortTableDatalakeExportHandler diff --git a/lambda/src/main/scala/pricemigrationengine/handlers/AmendmentHandler.scala b/lambda/src/main/scala/pricemigrationengine/handlers/AmendmentHandler.scala index d2016985c..08ecc5d46 100644 --- a/lambda/src/main/scala/pricemigrationengine/handlers/AmendmentHandler.scala +++ b/lambda/src/main/scala/pricemigrationengine/handlers/AmendmentHandler.scala @@ -86,22 +86,8 @@ object AmendmentHandler extends CohortHandler { } private def shouldPerformFinalPriceCheck(cohortSpec: CohortSpec): Boolean = { - // Date: 8 Sept 2023 - // This function is introduced as part of a multi stage update of the - // engine to detect and deal with situations where the final price is higher than the - // estimated new price, which has happened with Quarterly Guardian Weekly subscriptions - // The ultimate aim is to update the engine to deal with those situations automatically, - // but in this step we simply error and will alarm at the next occurrence of this situation. - // (see the code in `doAmendment`) - - // When that situation occurs, a good course of action will be to - // 1. Revert the amendment in Zuora - // 2. Reset the cohort item in the dynamo table - // 3. Update the code to perform a negative charge back - // 4. Rerun the engine and check the item in Zuora - - // Note that we do not apply the check to the SupporterPlus2023V1V2 migration - // where due to the way the prices are computed, the new price can be higher than the + // We do not apply the check to the SupporterPlus2023V1V2 migration, nor the SupporterPlus2024 + // migration where, due to the way the prices are computed, the new price can be higher than the // estimated price (which wasn't including the extra contribution). MigrationType(cohortSpec) match { @@ -111,6 +97,7 @@ object AmendmentHandler extends CohortHandler { case DigiSubs2023 => true case Newspaper2024 => true case GW2024 => true + case SupporterPlus2024 => false case Legacy => true } } @@ -195,6 +182,16 @@ object AmendmentHandler extends CohortHandler { GW2024Migration.priceCap ) ) + case SupporterPlus2024 => + ZIO.fromEither( + SupporterPlus2024Migration.zuoraUpdate( + subscriptionBeforeUpdate, + startDate, + oldPrice, + estimatedNewPrice, + SupporterPlus2024Migration.priceCap + ) + ) case Legacy => ZIO.fromEither( ZuoraSubscriptionUpdate diff --git a/lambda/src/main/scala/pricemigrationengine/handlers/EstimationHandler.scala b/lambda/src/main/scala/pricemigrationengine/handlers/EstimationHandler.scala index 4d4cdf692..9d7b4288a 100644 --- a/lambda/src/main/scala/pricemigrationengine/handlers/EstimationHandler.scala +++ b/lambda/src/main/scala/pricemigrationengine/handlers/EstimationHandler.scala @@ -1,6 +1,5 @@ package pricemigrationengine.handlers -import pricemigrationengine.migrations.newspaper2024Migration import pricemigrationengine.model.CohortTableFilter._ import pricemigrationengine.model._ import pricemigrationengine.services._ @@ -21,6 +20,7 @@ object EstimationHandler extends CohortHandler { def main(cohortSpec: CohortSpec): ZIO[Logging with CohortTable with Zuora, Failure, HandlerOutput] = for { today <- Clock.currentDateTime.map(_.toLocalDate) + _ <- monitorDoNotProcessUntils(today) catalogue <- Zuora.fetchProductCatalogue count <- CohortTable .fetch(ReadyForEstimation, None) @@ -32,6 +32,36 @@ object EstimationHandler extends CohortHandler { .tapError(e => Logging.error(e.toString)) } yield HandlerOutput(isComplete = count < batchSize) + def monitorDoNotProcessUntilItem(today: LocalDate, item: CohortItem): ZIO[Logging with CohortTable, Failure, Unit] = { + for { + _ <- + if (CohortItem.isProcessable(item, today)) { + CohortTable + .update( + CohortItem( + subscriptionName = item.subscriptionName, + processingStage = ReadyForEstimation + ) + ) + } else { ZIO.succeed(()) } + } yield () + } + + def monitorDoNotProcessUntils(today: LocalDate): ZIO[Logging with CohortTable, Failure, Unit] = { + // This function migrates items in DoNotProcessUntil state, which have passed their + // expiration time, to ReadyForEstimation + for { + _ <- CohortTable + .fetch(DoNotProcessUntil, None) + .foreach { item => + for { + _ <- Logging.info(s"item in DoNotShowUntil stage: ${item.toString}") + _ <- monitorDoNotProcessUntilItem(today, item) + } yield () + } + } yield () + } + private[handlers] def estimate( catalogue: ZuoraProductCatalogue, cohortSpec: CohortSpec diff --git a/lambda/src/main/scala/pricemigrationengine/handlers/NotificationHandler.scala b/lambda/src/main/scala/pricemigrationengine/handlers/NotificationHandler.scala index 845c3c448..ce836da3f 100644 --- a/lambda/src/main/scala/pricemigrationengine/handlers/NotificationHandler.scala +++ b/lambda/src/main/scala/pricemigrationengine/handlers/NotificationHandler.scala @@ -10,7 +10,8 @@ import pricemigrationengine.migrations.{ DigiSubs2023Migration, GW2024Migration, Membership2023Migration, - newspaper2024Migration + newspaper2024Migration, + SupporterPlus2024Migration, } import pricemigrationengine.model.RateplansProbe @@ -49,11 +50,45 @@ object NotificationHandler extends CohortHandler { count <- CohortTable .fetch(SalesforcePriceRiseCreationComplete, Some(today.plusDays(maxLeadTime(cohortSpec)))) .take(batchSize) - .mapZIO(item => sendNotification(cohortSpec)(item, today)) + .mapZIO(item => + MigrationType(cohortSpec) match { + case SupporterPlus2024 => { + for { + subscription <- Zuora.fetchSubscription(item.subscriptionName) + _ <- + if (SupporterPlus2024Migration.isUnderActiveCancellationSavePolicy(subscription, today)) { + updateItemToDoNotProcessUntil(item, subscription) + } else { + sendNotification(cohortSpec)(item, today) + } + } yield () + } + case _ => sendNotification(cohortSpec)(item, today) + } + ) .runCount } yield HandlerOutput(isComplete = count < batchSize) } + def updateItemToDoNotProcessUntil( + item: CohortItem, + subscription: ZuoraSubscription + ): ZIO[CohortTable with Zuora, Failure, Unit] = { + for { + cancellationDate <- ZIO + .fromOption(SupporterPlus2024Migration.cancellationSaveDiscountEffectiveDate(subscription)) + .orElseFail(DataExtractionFailure(s"Could not extract cancellation date for item ${item}")) + _ <- CohortTable + .update( + CohortItem( + subscriptionName = item.subscriptionName, + processingStage = DoNotProcessUntil, + doNotProcessUntil = Some(cancellationDate.plusMonths(6)) + ) + ) + } yield () + } + def sendNotification(cohortSpec: CohortSpec)( cohortItem: CohortItem, today: LocalDate @@ -86,7 +121,7 @@ object NotificationHandler extends CohortHandler { cohortSpec: CohortSpec, cohortItem: CohortItem, sfSubscription: SalesforceSubscription - ): ZIO[EmailSender with SalesforceClient with CohortTable with Logging, Failure, Unit] = + ): ZIO[Zuora with EmailSender with SalesforceClient with CohortTable with Logging, Failure, Unit] = for { _ <- Logging.info(s"Processing subscription: ${cohortItem.subscriptionName}") contact <- SalesforceClient.getContact(sfSubscription.Buyer__c) @@ -113,10 +148,27 @@ object NotificationHandler extends CohortHandler { case Newspaper2024 => s"${currencySymbol}${estimatedNewPrice}" case GW2024 => s"${currencySymbol}${PriceCap.priceCapForNotification(oldPrice, estimatedNewPrice, GW2024Migration.priceCap)}" + case SupporterPlus2024 => s"${currencySymbol}${estimatedNewPrice}" } _ <- logMissingEmailAddress(cohortItem, contact) + // ---------------------------------------------------- + // Data for SupporterPlus2024 + subscription <- Zuora.fetchSubscription(cohortItem.subscriptionName) + sp2024ContributionAmountOpt <- ZIO.fromEither(sp2024ContributionAmount(cohortSpec, subscription)) + sp2024PreviousCombinedAmountOpt <- ZIO.fromEither(sp2024PreviousCombinedAmount(cohortSpec, subscription)) + sp2024NewCombinedAmountOpt <- ZIO.fromEither(sp2024NewCombinedAmount(cohortSpec, subscription)) + + sp2024ContributionAmountWithCurrencySymbolOpt = sp2024ContributionAmountOpt.map(a => s"${currencySymbol}${a}") + sp2024PreviousCombinedAmountWithCurrencySymbolOpt = sp2024PreviousCombinedAmountOpt.map(a => + s"${currencySymbol}${a}" + ) + sp2024NewCombinedAmountWithCurrencySymbolOpt = sp2024NewCombinedAmountOpt.map(a => s"${currencySymbol}${a}") + // ---------------------------------------------------- + + brazeName <- ZIO.fromEither(brazeName(cohortSpec, subscription)) + _ <- EmailSender.sendEmail( message = EmailMessage( EmailPayload( @@ -134,15 +186,28 @@ object NotificationHandler extends CohortHandler { billing_postal_code = postalCode, billing_state = address.state, billing_country = country, - payment_amount = priceWithOptionalCappingWithCurrencySymbol, + payment_amount = priceWithOptionalCappingWithCurrencySymbol, // [1] next_payment_date = startDateConversion(startDate), payment_frequency = paymentFrequency, subscription_id = cohortItem.subscriptionName, - product_type = sfSubscription.Product_Type__c.getOrElse("") + product_type = sfSubscription.Product_Type__c.getOrElse(""), + + // ------------------------------------------------------------- + // [1] + // (Comment group: 7992fa98) + // For SupporterPlus2024, we did not use that value. Instead we used the data provided by the + // extension below. That value was the new base price, but we needed a different data distribution + // to be able to fill the email template. That distribution is given by the next section. + + // SupporterPlus 2024 extension + sp2024_contribution_amount = sp2024ContributionAmountWithCurrencySymbolOpt.getOrElse(""), + sp2024_previous_combined_amount = sp2024PreviousCombinedAmountWithCurrencySymbolOpt.getOrElse(""), + sp2024_new_combined_amount = sp2024NewCombinedAmountWithCurrencySymbolOpt.getOrElse("") + // ------------------------------------------------------------- ) ) ), - cohortSpec.brazeCampaignName, + brazeName, contact.Id, contact.IdentityID__c ) @@ -223,6 +288,7 @@ object NotificationHandler extends CohortHandler { case DigiSubs2023 => DigiSubs2023Migration.maxLeadTime case Newspaper2024 => newspaper2024Migration.StaticData.maxLeadTime case GW2024 => GW2024Migration.maxLeadTime + case SupporterPlus2024 => SupporterPlus2024Migration.maxLeadTime case Legacy => 49 } } @@ -235,6 +301,7 @@ object NotificationHandler extends CohortHandler { case DigiSubs2023 => DigiSubs2023Migration.minLeadTime case Newspaper2024 => newspaper2024Migration.StaticData.minLeadTime case GW2024 => GW2024Migration.minLeadTime + case SupporterPlus2024 => SupporterPlus2024Migration.minLeadTime case Legacy => 35 } } @@ -281,7 +348,7 @@ object NotificationHandler extends CohortHandler { cohortSpec: CohortSpec, contact: SalesforceContact ): Either[NotificationHandlerFailure, SalesforceAddress] = { - def targetAddressMembership2023( + def testCompatibleEmptySalesforceAddress( contact: SalesforceContact ): Either[NotificationHandlerFailure, SalesforceAddress] = { (for { @@ -294,9 +361,10 @@ object NotificationHandler extends CohortHandler { } MigrationType(cohortSpec) match { - case DigiSubs2023 => Right(SalesforceAddress(Some(""), Some(""), Some(""), Some(""), Some(""))) - case Membership2023Monthlies => targetAddressMembership2023(contact) - case Membership2023Annuals => targetAddressMembership2023(contact) + case DigiSubs2023 => testCompatibleEmptySalesforceAddress(contact) + case Membership2023Monthlies => testCompatibleEmptySalesforceAddress(contact) + case Membership2023Annuals => testCompatibleEmptySalesforceAddress(contact) + case SupporterPlus2024 => testCompatibleEmptySalesforceAddress(contact) case _ => (for { billingAddress <- requiredField(contact.OtherAddress, "Contact.OtherAddress") @@ -426,4 +494,78 @@ object NotificationHandler extends CohortHandler { ) } yield () } + + // ------------------------------------------------------------------- + // Supporter Plus 2024 extra functions + + /* + Date: September 2024 + Author: Pascal + Comment Group: 602514a6-5e53 + + These functions have been added to implement the extra fields added to EmailPayloadSubscriberAttributes + as part of the set up of the SupporterPlus 2024 migration (see Comment Group: 602514a6-5e53) + */ + + def sp2024ContributionAmount( + cohortSpec: CohortSpec, + subscription: ZuoraSubscription + ): Either[Failure, Option[String]] = { + // nb: Going against Coding Directive #1, we do not need to over specify the match, because we are expecting + // a non trivial behavior only for SupporterPlus2024 + MigrationType(cohortSpec) match { + case SupporterPlus2024 => + SupporterPlus2024Migration.contributionAmount(subscription).map(o => o.map(b => b.toString)) + case _ => Right(None) + } + } + + def sp2024PreviousCombinedAmount( + cohortSpec: CohortSpec, + subscription: ZuoraSubscription + ): Either[Failure, Option[String]] = { + // nb: Going against Coding Directive #1, we do not need to over specify the match, because we are expecting + // a non trivial behavior only for SupporterPlus2024 + MigrationType(cohortSpec) match { + case SupporterPlus2024 => + SupporterPlus2024Migration + .previousCombinedAmount(subscription) + .map(o => o.map(b => b.toString)) + case _ => Right(None) + } + } + + def sp2024NewCombinedAmount( + cohortSpec: CohortSpec, + subscription: ZuoraSubscription + ): Either[Failure, Option[String]] = { + // nb: Going against Coding Directive #1, we do not need to over specify the match, because we are expecting + // a non trivial behavior only for SupporterPlus2024 + MigrationType(cohortSpec) match { + case SupporterPlus2024 => + SupporterPlus2024Migration.newCombinedAmount(subscription).map(o => o.map(b => b.toString)) + case _ => Right(None) + } + } + + // ------------------------------------------------------------------- + // Braze names + + // Note: + + // This function was introduced in September 2024, when as part of SupporterPlus2024 we integrated two different + // email templates in Braze to serve communication to the users. + + // Traditionally the name of the campaign or canvas has been part of the CohortSpec, making + // `cohortSpec.brazeCampaignName` the default carrier of this information, but in the case of SupporterPlus 2024 + // we have two canvases and need to decide one depending on the structure of the subscription. Once + // SupporterPlus2024 finished, we may decide to go back to a simpler format, or keep that function, depending + // on the likelihood of Marketing adopting this variation in the future. + + def brazeName(cohortSpec: CohortSpec, subscription: ZuoraSubscription): Either[Failure, String] = { + MigrationType(cohortSpec) match { + case SupporterPlus2024 => SupporterPlus2024Migration.brazeName(subscription) + case _ => Right(cohortSpec.brazeCampaignName) + } + } } diff --git a/lambda/src/main/scala/pricemigrationengine/handlers/SalesforceAmendmentUpdateHandler.scala b/lambda/src/main/scala/pricemigrationengine/handlers/SalesforceAmendmentUpdateHandler.scala index a3b26869f..8b977b060 100644 --- a/lambda/src/main/scala/pricemigrationengine/handlers/SalesforceAmendmentUpdateHandler.scala +++ b/lambda/src/main/scala/pricemigrationengine/handlers/SalesforceAmendmentUpdateHandler.scala @@ -64,7 +64,7 @@ object SalesforceAmendmentUpdateHandler extends CohortHandler { ) .toRight(SalesforcePriceRiseWriteFailure(s"$cohortItem does not have a newSubscriptionId field")) - def handle(input: CohortSpec): ZIO[Logging, Failure, HandlerOutput] = + def handle(input: CohortSpec): ZIO[Logging, Failure, HandlerOutput] = { main(input).provideSome[Logging]( EnvConfig.cohortTable.layer, EnvConfig.salesforce.layer, @@ -74,4 +74,5 @@ object SalesforceAmendmentUpdateHandler extends CohortHandler { CohortTableLive.impl(input), SalesforceClientLive.impl ) + } } diff --git a/lambda/src/main/scala/pricemigrationengine/handlers/SalesforceNotificationDateUpdateHandler.scala b/lambda/src/main/scala/pricemigrationengine/handlers/SalesforceNotificationDateUpdateHandler.scala index f2eec81a1..c7dbd8978 100644 --- a/lambda/src/main/scala/pricemigrationengine/handlers/SalesforceNotificationDateUpdateHandler.scala +++ b/lambda/src/main/scala/pricemigrationengine/handlers/SalesforceNotificationDateUpdateHandler.scala @@ -25,14 +25,14 @@ object SalesforceNotificationDateUpdateHandler extends CohortHandler { result => Logging.info(s"SalesforcePriceRise result: $result") ) now <- Clock.instant - salesforcePriceRiseDetails = CohortItem( + newCohortItem = CohortItem( subscriptionName = item.subscriptionName, processingStage = NotificationSendDateWrittenToSalesforce, whenNotificationSentWrittenToSalesforce = Some(now) ) _ <- CohortTable - .update(salesforcePriceRiseDetails) + .update(newCohortItem) } yield () private def updateSalesforce( @@ -73,7 +73,7 @@ object SalesforceNotificationDateUpdateHandler extends CohortHandler { ) } - def handle(input: CohortSpec): ZIO[Logging, Failure, HandlerOutput] = + def handle(input: CohortSpec): ZIO[Logging, Failure, HandlerOutput] = { main(input).provideSome[Logging]( EnvConfig.cohortTable.layer, EnvConfig.salesforce.layer, @@ -83,4 +83,5 @@ object SalesforceNotificationDateUpdateHandler extends CohortHandler { CohortTableLive.impl(input), SalesforceClientLive.impl ) + } } diff --git a/lambda/src/main/scala/pricemigrationengine/handlers/SalesforcePriceRiseCreationHandler.scala b/lambda/src/main/scala/pricemigrationengine/handlers/SalesforcePriceRiseCreationHandler.scala index 17610142b..601aa46fb 100644 --- a/lambda/src/main/scala/pricemigrationengine/handlers/SalesforcePriceRiseCreationHandler.scala +++ b/lambda/src/main/scala/pricemigrationengine/handlers/SalesforcePriceRiseCreationHandler.scala @@ -88,8 +88,18 @@ object SalesforcePriceRiseCreationHandler extends CohortHandler { case DigiSubs2023 => estimatedNewPrice case Newspaper2024 => estimatedNewPrice case GW2024 => PriceCap.priceCapForNotification(oldPrice, estimatedNewPrice, GW2024Migration.priceCap) - case Legacy => PriceCap.priceCapLegacy(oldPrice, estimatedNewPrice) + case SupporterPlus2024 => estimatedNewPrice // [1] + case Legacy => PriceCap.priceCapLegacy(oldPrice, estimatedNewPrice) } + // [1] + // (Comment group: 7992fa98) + + // This value wasn't actually used because we did that step using a Ruby script (we did not run the + // SalesforcePriceRiseCreationHandler from the AWS step function). + // The problem was that from the CohortItem we only had the old base price and the new base price + // but not the contribution component, and therefore we could not compute the total which is what + // we need to send to Salesforce. + SalesforcePriceRise( Some(subscription.Name), Some(subscription.Buyer__c), @@ -105,14 +115,22 @@ object SalesforcePriceRiseCreationHandler extends CohortHandler { } def handle(input: CohortSpec): ZIO[Logging, Failure, HandlerOutput] = { - main(input).provideSome[Logging]( - EnvConfig.cohortTable.layer, - EnvConfig.salesforce.layer, - EnvConfig.stage.layer, - DynamoDBZIOLive.impl, - DynamoDBClientLive.impl, - CohortTableLive.impl(input), - SalesforceClientLive.impl - ) + // (Comment group: 7992fa98) + // We are not running this lambda for SupporterPlus2024, because we, instead, used a Ruby script + // to perform the Salesforce price rise creation, due to the extra computation required to compute + // the correct price. + MigrationType(input) match { + case SupporterPlus2024 => ZIO.succeed(HandlerOutput(isComplete = true)) + case _ => + main(input).provideSome[Logging]( + EnvConfig.cohortTable.layer, + EnvConfig.salesforce.layer, + EnvConfig.stage.layer, + DynamoDBZIOLive.impl, + DynamoDBClientLive.impl, + CohortTableLive.impl(input), + SalesforceClientLive.impl + ) + } } } diff --git a/lambda/src/main/scala/pricemigrationengine/handlers/SubscriptionIdUploadHandler.scala b/lambda/src/main/scala/pricemigrationengine/handlers/SubscriptionIdUploadHandler.scala index f844b7546..b893fcac6 100644 --- a/lambda/src/main/scala/pricemigrationengine/handlers/SubscriptionIdUploadHandler.scala +++ b/lambda/src/main/scala/pricemigrationengine/handlers/SubscriptionIdUploadHandler.scala @@ -88,7 +88,7 @@ object SubscriptionIdUploadHandler extends CohortHandler { .runCount } - def handle(input: CohortSpec): ZIO[Logging, Failure, HandlerOutput] = + def handle(input: CohortSpec): ZIO[Logging, Failure, HandlerOutput] = { main(input).provideSome[Logging]( EnvConfig.cohortTable.layer, EnvConfig.stage.layer, @@ -97,4 +97,5 @@ object SubscriptionIdUploadHandler extends CohortHandler { CohortTableLive.impl(input), S3Live.impl ) + } } diff --git a/lambda/src/main/scala/pricemigrationengine/migrations/Newspaper2024Migration/Amendment.scala b/lambda/src/main/scala/pricemigrationengine/migrations/Newspaper2024Migration/Amendment.scala index 594fe8301..d1093190a 100644 --- a/lambda/src/main/scala/pricemigrationengine/migrations/Newspaper2024Migration/Amendment.scala +++ b/lambda/src/main/scala/pricemigrationengine/migrations/Newspaper2024Migration/Amendment.scala @@ -50,7 +50,7 @@ object Amendment { for { data2024 <- Estimation.subscriptionToSubscriptionData2024(subscription).left.map(DataExtractionFailure) chargeDistribution <- subscriptionToNewChargeDistribution2024(subscription).toRight( - DataExtractionFailure("error") + DataExtractionFailure("Could not extract charge distribution") ) } yield ZuoraSubscriptionUpdate( add = List( diff --git a/lambda/src/main/scala/pricemigrationengine/migrations/SupporterPlus2024Migration.scala b/lambda/src/main/scala/pricemigrationengine/migrations/SupporterPlus2024Migration.scala new file mode 100644 index 000000000..4ae142170 --- /dev/null +++ b/lambda/src/main/scala/pricemigrationengine/migrations/SupporterPlus2024Migration.scala @@ -0,0 +1,326 @@ +package pricemigrationengine.migrations +import pricemigrationengine.model.ZuoraRatePlan +import pricemigrationengine.model._ + +import java.time.LocalDate + +object SupporterPlus2024Migration { + + // ------------------------------------------------ + // Static Data + // ------------------------------------------------ + + val priceCap = 1.27 + + val maxLeadTime = 33 + val minLeadTime = 31 + + val pricesMonthlyOld: Map[String, Double] = Map( + "GBP" -> 10, + "USD" -> 13, + "CAD" -> 13, + "AUD" -> 17, + "NZD" -> 17, + "EUR" -> 10 + ) + + val pricesAnnualOld: Map[String, Double] = Map( + "GBP" -> 95, + "USD" -> 120, + "CAD" -> 120, + "AUD" -> 160, + "NZD" -> 160, + "EUR" -> 95 + ) + + val pricesMonthlyNew: Map[String, Double] = Map( + "GBP" -> 12, + "USD" -> 15, + "CAD" -> 15, + "AUD" -> 20, + "NZD" -> 20, + "EUR" -> 12 + ) + + val pricesAnnualNew: Map[String, Double] = Map( + "GBP" -> 120, + "USD" -> 150, + "CAD" -> 150, + "AUD" -> 200, + "NZD" -> 200, + "EUR" -> 120 + ) + + // ------------------------------------------------ + // Data Functions + // ------------------------------------------------ + + // ------------------------------------------------ + // Prices + + def getOldPrice(billingPeriod: BillingPeriod, currency: String): Option[Double] = { + billingPeriod match { + case Monthly => pricesMonthlyOld.get(currency) + case Annual => pricesAnnualOld.get(currency) + case _ => None + } + } + + def getNewPrice(billingPeriod: BillingPeriod, currency: String): Option[Double] = { + billingPeriod match { + case Monthly => pricesMonthlyNew.get(currency) + case Annual => pricesAnnualNew.get(currency) + case _ => None + } + } + + // ------------------------------------------------ + // Cancellation Saves + + def cancellationSaveDiscountRatePlan(subscription: ZuoraSubscription): Option[ZuoraRatePlan] = { + subscription.ratePlans.find(rp => rp.ratePlanName.contains("Cancellation Save Discount")) + } + + def hasCancellationSaveDiscount(subscription: ZuoraSubscription): Boolean = { + cancellationSaveDiscountRatePlan(subscription: ZuoraSubscription).isDefined + } + + def cancellationSaveDiscountEffectiveDate(subscription: ZuoraSubscription): Option[LocalDate] = { + for { + ratePlan <- cancellationSaveDiscountRatePlan(subscription) + charge <- ratePlan.ratePlanCharges.headOption + date <- charge.effectiveStartDate + } yield date + } + + def isUnderActiveCancellationSavePolicy(subscription: ZuoraSubscription, today: LocalDate): Boolean = { + cancellationSaveDiscountEffectiveDate(subscription: ZuoraSubscription) match { + case None => false + case Some(date) => today.isBefore(date.plusMonths(6)) + } + } + + // ------------------------------------------------ + // Subscription Data + + def getSupporterPlusV2RatePlan(subscription: ZuoraSubscription): Either[DataExtractionFailure, ZuoraRatePlan] = { + subscription.ratePlans.find(rp => + rp.ratePlanName.contains("Supporter Plus V2") && !rp.lastChangeType.contains("Remove") + ) match { + case None => + Left( + DataExtractionFailure( + s"Subscription ${subscription.subscriptionNumber} doesn't have any `Add`ed rate plan with pattern `Supporter Plus V2`" + ) + ) + case Some(ratePlan) => Right(ratePlan) + } + } + + def getSupporterPlusBaseRatePlanCharge( + subscriptionNumber: String, + ratePlan: ZuoraRatePlan + ): Either[DataExtractionFailure, ZuoraRatePlanCharge] = { + ratePlan.ratePlanCharges.find(rpc => rpc.name.contains("Supporter Plus")) match { + case None => { + Left( + DataExtractionFailure(s"Subscription ${subscriptionNumber} has a rate plan (${ratePlan}), but with no charge") + ) + } + case Some(ratePlanCharge) => Right(ratePlanCharge) + } + } + + def getSupporterPlusContributionRatePlanCharge( + subscriptionNumber: String, + ratePlan: ZuoraRatePlan + ): Either[DataExtractionFailure, ZuoraRatePlanCharge] = { + ratePlan.ratePlanCharges.find(rpc => rpc.name.contains("Contribution")) match { + case None => { + Left( + DataExtractionFailure(s"Subscription ${subscriptionNumber} has a rate plan (${ratePlan}), but with no charge") + ) + } + case Some(ratePlanCharge) => Right(ratePlanCharge) + } + } + + // ------------------------------------------------ + // Notification helpers + + /* + Date: September 2024 + Author: Pascal + Comment Group: 602514a6-5e53 + + These functions have been added to implement the extra fields added to EmailPayloadSubscriberAttributes + as part of the set up of the SupporterPlus 2024 migration (see Comment Group: 602514a6-5e53) + */ + + def previousBaseAmount(subscription: ZuoraSubscription): Either[Failure, Option[BigDecimal]] = { + for { + ratePlan <- getSupporterPlusV2RatePlan(subscription) + ratePlanCharge <- getSupporterPlusBaseRatePlanCharge(subscription.subscriptionNumber, ratePlan) + } yield ratePlanCharge.price + } + + def newBaseAmount(subscription: ZuoraSubscription): Either[Failure, Option[BigDecimal]] = { + for { + ratePlan <- getSupporterPlusV2RatePlan(subscription) + billingPeriod <- ZuoraRatePlan.ratePlanToBillingPeriod(ratePlan).toRight(DataExtractionFailure("")) + ratePlanCharge <- getSupporterPlusBaseRatePlanCharge(subscription.subscriptionNumber, ratePlan) + currency = ratePlanCharge.currency + oldBaseAmountOpt <- previousBaseAmount(subscription) + oldBaseAmount <- oldBaseAmountOpt.toRight( + DataExtractionFailure( + s"(error: 164d8f1c-6dc6) could not extract base amount for subscription ${subscription.subscriptionNumber}" + ) + ) + newPriceFromPriceGrid <- getNewPrice(billingPeriod, currency) + .map(BigDecimal(_)) + .toRight( + DataExtractionFailure( + s"(error: 611aedea-0478) could not getNewPrice for (billingPeriod, currency) and (${billingPeriod}, ${currency})" + ) + ) + } yield { + Some((oldBaseAmount * BigDecimal(1.27)).min(newPriceFromPriceGrid)) + } + } + + def contributionAmount(subscription: ZuoraSubscription): Either[Failure, Option[BigDecimal]] = { + for { + ratePlan <- getSupporterPlusV2RatePlan(subscription) + ratePlanCharge <- getSupporterPlusContributionRatePlanCharge(subscription.subscriptionNumber, ratePlan) + } yield ratePlanCharge.price + } + + def previousCombinedAmount(subscription: ZuoraSubscription): Either[Failure, Option[BigDecimal]] = { + for { + contributionAmountOpt <- contributionAmount(subscription) + previousBaseAmountOpt <- previousBaseAmount(subscription) + } yield ( + for { + contributionAmount <- contributionAmountOpt + previousBaseAmount <- previousBaseAmountOpt + } yield contributionAmount + previousBaseAmount + ) + } + + def newCombinedAmount(subscription: ZuoraSubscription): Either[Failure, Option[BigDecimal]] = { + for { + contributionAmountOpt <- contributionAmount(subscription) + previousBaseAmountOpt <- newBaseAmount(subscription) + } yield ( + for { + contributionAmount <- contributionAmountOpt + previousBaseAmount <- previousBaseAmountOpt + } yield contributionAmount + previousBaseAmount + ) + } + + def hasNonTrivialContribution(subscription: ZuoraSubscription): Either[Failure, Boolean] = { + for { + amountOpt <- contributionAmount(subscription: ZuoraSubscription) + amount <- amountOpt.toRight( + DataExtractionFailure( + s"(error: 232760f5) could not extract contribution amount for subscription ${subscription.subscriptionNumber}" + ) + ) + } yield amount > 0 + } + + // ------------------------------------------------------------------- + // Braze names + + def brazeName(subscription: ZuoraSubscription): Either[Failure, String] = { + for { + status <- hasNonTrivialContribution(subscription: ZuoraSubscription) + } yield { + if (status) { + "SV_SP2_Contributors_PriceRise2024" + } else { + "SV_SP2_PriceRise2024" + } + } + } + + // ------------------------------------------------ + // Primary Interface + // ------------------------------------------------ + + def priceData( + subscription: ZuoraSubscription + ): Either[Failure, PriceData] = { + for { + ratePlan <- getSupporterPlusV2RatePlan(subscription) + billingPeriod <- ZuoraRatePlan.ratePlanToBillingPeriod(ratePlan).toRight(DataExtractionFailure("")) + ratePlanCharge <- getSupporterPlusBaseRatePlanCharge(subscription.subscriptionNumber, ratePlan) + currency = ratePlanCharge.currency + oldPrice <- ratePlanCharge.price.toRight(DataExtractionFailure("")) + newPrice <- getNewPrice(billingPeriod, currency).toRight(DataExtractionFailure("")) + } yield PriceData(currency, oldPrice, newPrice, BillingPeriod.toString(billingPeriod)) + } + + def zuoraUpdate( + subscription: ZuoraSubscription, + effectiveDate: LocalDate, + oldPrice: BigDecimal, + estimatedNewPrice: BigDecimal, + priceCap: BigDecimal + ): Either[Failure, ZuoraSubscriptionUpdate] = { + for { + existingRatePlan <- getSupporterPlusV2RatePlan(subscription) + existingBaseRatePlanCharge <- getSupporterPlusBaseRatePlanCharge( + subscription.subscriptionNumber, + existingRatePlan + ) + existingContributionRatePlanCharge <- getSupporterPlusContributionRatePlanCharge( + subscription.subscriptionNumber, + existingRatePlan + ) + existingContributionPrice <- existingContributionRatePlanCharge.price.toRight( + DataExtractionFailure( + s"[22405076] Could not extract existing contribution price for subscription ${subscription.subscriptionNumber}" + ) + ) + billingPeriod <- ZuoraRatePlan + .ratePlanToBillingPeriod(existingRatePlan) + .toRight( + DataExtractionFailure( + s"[17469705] Could not determine the billing period for subscription ${subscription.subscriptionNumber}" + ) + ) + + } yield { + ZuoraSubscriptionUpdate( + add = List( + AddZuoraRatePlan( + productRatePlanId = existingRatePlan.productRatePlanId, + contractEffectiveDate = effectiveDate, + chargeOverrides = List( + ChargeOverride( + productRatePlanChargeId = existingBaseRatePlanCharge.productRatePlanChargeId, + billingPeriod = BillingPeriod.toString(billingPeriod), + price = PriceCap.priceCapForNotification(oldPrice, estimatedNewPrice, priceCap) + ), + ChargeOverride( + productRatePlanChargeId = existingContributionRatePlanCharge.productRatePlanChargeId, + billingPeriod = BillingPeriod.toString(billingPeriod), + price = existingContributionPrice + ) + ) + ) + ), + remove = List( + RemoveZuoraRatePlan( + ratePlanId = existingRatePlan.id, + contractEffectiveDate = effectiveDate + ) + ), + currentTerm = None, + currentTermPeriodType = None + ) + } + } +} diff --git a/lambda/src/main/scala/pricemigrationengine/model/AmendmentData.scala b/lambda/src/main/scala/pricemigrationengine/model/AmendmentData.scala index e0689a638..1fa880f5c 100644 --- a/lambda/src/main/scala/pricemigrationengine/model/AmendmentData.scala +++ b/lambda/src/main/scala/pricemigrationengine/model/AmendmentData.scala @@ -5,7 +5,8 @@ import pricemigrationengine.migrations.{ GuardianWeeklyMigration, Membership2023Migration, GW2024Migration, - newspaper2024Migration + newspaper2024Migration, + SupporterPlus2024Migration } import pricemigrationengine.model.ZuoraProductCatalogue.{homeDeliveryRatePlans, productPricingMap} @@ -52,7 +53,7 @@ object AmendmentData { invoiceList: ZuoraInvoiceList, subscription: ZuoraSubscription, onOrAfter: LocalDate - ): Either[DataExtractionFailure, LocalDate] = + ): Either[Failure, LocalDate] = ZuoraInvoiceItem .itemsForSubscription(invoiceList, subscription) .map(_.serviceStartDate) @@ -67,7 +68,7 @@ object AmendmentData { def ratePlanCharge( subscription: ZuoraSubscription, invoiceItem: ZuoraInvoiceItem - ): Either[DataExtractionFailure, ZuoraRatePlanCharge] = + ): Either[Failure, ZuoraRatePlanCharge] = ZuoraRatePlanCharge .matchingRatePlanCharge(subscription, invoiceItem) .filterOrElse( @@ -286,7 +287,7 @@ object AmendmentData { invoiceList: ZuoraInvoiceList, nextServiceStartDate: LocalDate, cohortSpec: CohortSpec, - ): Either[DataExtractionFailure, PriceData] = { + ): Either[Failure, PriceData] = { MigrationType(cohortSpec) match { case Membership2023Monthlies => @@ -316,19 +317,10 @@ object AmendmentData { nextServiceStartDate, cohortSpec ) - case DigiSubs2023 => - DigiSubs2023Migration.priceData( - subscription - ) - case Newspaper2024 => - newspaper2024Migration.Estimation.priceData( - subscription - ) - case GW2024 => - GW2024Migration.priceData( - subscription: ZuoraSubscription, - account: ZuoraAccount - ) + case DigiSubs2023 => DigiSubs2023Migration.priceData(subscription) + case Newspaper2024 => newspaper2024Migration.Estimation.priceData(subscription) + case GW2024 => GW2024Migration.priceData(subscription, account) + case SupporterPlus2024 => SupporterPlus2024Migration.priceData(subscription) case Legacy => priceDataWithRatePlanMatching(account, catalogue, subscription, invoiceList, nextServiceStartDate) } } @@ -340,7 +332,7 @@ object AmendmentData { invoiceList: ZuoraInvoiceList, startDateLowerBound: LocalDate, cohortSpec: CohortSpec, - ): Either[DataExtractionFailure, AmendmentData] = { + ): Either[Failure, AmendmentData] = { for { startDate <- nextServiceStartDate(invoiceList, subscription, startDateLowerBound) price <- priceData(account, catalogue, subscription, invoiceList, startDate, cohortSpec) diff --git a/lambda/src/main/scala/pricemigrationengine/model/BillingPeriod.scala b/lambda/src/main/scala/pricemigrationengine/model/BillingPeriod.scala index 4ba834fcd..8bd9ad0d8 100644 --- a/lambda/src/main/scala/pricemigrationengine/model/BillingPeriod.scala +++ b/lambda/src/main/scala/pricemigrationengine/model/BillingPeriod.scala @@ -13,11 +13,11 @@ object BillingPeriod { val notificationPaymentFrequencyMapping = Map( // This map is used to convert a CohortItem's billingPeriod in to the user friendly representation in letters // and emails. - "Month" -> "Monthly", - "Quarter" -> "Quarterly", - "Quarterly" -> "Quarterly", - "Semi_Annual" -> "Semiannually", - "Annual" -> "Annually" + "Month" -> "monthly", + "Quarter" -> "quarterly", + "Quarterly" -> "quarterly", + "Semi_Annual" -> "semiannually", + "Annual" -> "annually" ) def toString(period: BillingPeriod): String = { diff --git a/lambda/src/main/scala/pricemigrationengine/model/CohortItem.scala b/lambda/src/main/scala/pricemigrationengine/model/CohortItem.scala index b139bf6ba..2e6516d68 100644 --- a/lambda/src/main/scala/pricemigrationengine/model/CohortItem.scala +++ b/lambda/src/main/scala/pricemigrationengine/model/CohortItem.scala @@ -22,9 +22,22 @@ case class CohortItem( whenNotificationSent: Option[Instant] = None, whenNotificationSentWrittenToSalesforce: Option[Instant] = None, whenAmendmentWrittenToSalesforce: Option[Instant] = None, - cancellationReason: Option[String] = None + cancellationReason: Option[String] = None, + doNotProcessUntil: Option[LocalDate] = None // [18] ) +// [18] +// +// Date: July 2024 +// Author: Pascal +// comment group: 6157ec78 +// +// `doNotProcessUntil` was introduced in July 2024 as a simple way to support +// the "cancellation saves" feature that has been introduced this month and affecting the +// cancellation journey of Supporter Plus subscriptions. +// The default value is `None`, and if a none trivial value is present it represents +// the date until when the item should be left alone and not being processed. + object CohortItem { def fromSuccessfulEstimationResult(result: EstimationData): UIO[CohortItem] = @@ -69,4 +82,18 @@ object CohortItem { def fromExpiringSubscriptionResult(result: ExpiringSubscriptionResult): CohortItem = CohortItem(result.subscriptionNumber, Cancelled) + + def isProcessable(item: CohortItem, today: LocalDate): Boolean = { + // This function return a boolean indicating whether the item is processable + // defined as either doNotProcessUntil is None or is a date equal to today or in the past. + (item.processingStage != DoNotProcessUntil) || { + item.doNotProcessUntil match { + case None => + throw new Exception( + s"(error: 588b7698) cohort item: ${item} is in DoNotProcessUntil stage but doesn't have a doNotProcessUntil attribute" + ) + case Some(date) => date == today || today.isAfter(date) + } + } + } } diff --git a/lambda/src/main/scala/pricemigrationengine/model/CohortTableFilter.scala b/lambda/src/main/scala/pricemigrationengine/model/CohortTableFilter.scala index e10e8a758..f48498e26 100644 --- a/lambda/src/main/scala/pricemigrationengine/model/CohortTableFilter.scala +++ b/lambda/src/main/scala/pricemigrationengine/model/CohortTableFilter.scala @@ -56,6 +56,8 @@ object CohortTableFilter { case object AmendmentFailed extends CohortTableFilter { override val value: String = "AmendmentFailed" } + case object DoNotProcessUntil extends CohortTableFilter { override val value: String = "DoNotProcessUntil" } + // Set of all states. Remember to update when adding a state. val all: Set[CohortTableFilter] = Set( AmendmentComplete, @@ -69,6 +71,7 @@ object CohortTableFilter { NotificationSendComplete, NotificationSendDateWrittenToSalesforce, ReadyForEstimation, - SalesforcePriceRiseCreationComplete + SalesforcePriceRiseCreationComplete, + DoNotProcessUntil, ) } diff --git a/lambda/src/main/scala/pricemigrationengine/model/EstimationResult.scala b/lambda/src/main/scala/pricemigrationengine/model/EstimationResult.scala index 42038fada..c6f4b1cc5 100644 --- a/lambda/src/main/scala/pricemigrationengine/model/EstimationResult.scala +++ b/lambda/src/main/scala/pricemigrationengine/model/EstimationResult.scala @@ -29,7 +29,7 @@ object EstimationResult { invoiceList: ZuoraInvoiceList, startDateLowerBound: LocalDate, cohortSpec: CohortSpec, - ): Either[DataExtractionFailure, EstimationData] = { + ): Either[Failure, EstimationData] = { for { startDate <- AmendmentData.nextServiceStartDate(invoiceList, subscription, startDateLowerBound) priceData <- AmendmentData.priceData(account, catalogue, subscription, invoiceList, startDate, cohortSpec) diff --git a/lambda/src/main/scala/pricemigrationengine/model/MigrationType.scala b/lambda/src/main/scala/pricemigrationengine/model/MigrationType.scala index b064e473c..3d96b68f8 100644 --- a/lambda/src/main/scala/pricemigrationengine/model/MigrationType.scala +++ b/lambda/src/main/scala/pricemigrationengine/model/MigrationType.scala @@ -19,6 +19,7 @@ object SupporterPlus2023V1V2MA extends MigrationType object DigiSubs2023 extends MigrationType object Newspaper2024 extends MigrationType object GW2024 extends MigrationType +object SupporterPlus2024 extends MigrationType object MigrationType { def apply(cohortSpec: CohortSpec): MigrationType = cohortSpec.cohortName match { @@ -30,6 +31,7 @@ object MigrationType { case "DigiSubs2023_Batch2" => DigiSubs2023 case "Newspaper2024" => Newspaper2024 case "GW2024" => GW2024 + case "SupporterPlus2024" => SupporterPlus2024 case _ => Legacy } } diff --git a/lambda/src/main/scala/pricemigrationengine/model/PriceCap.scala b/lambda/src/main/scala/pricemigrationengine/model/PriceCap.scala index d317e6214..76ee90238 100644 --- a/lambda/src/main/scala/pricemigrationengine/model/PriceCap.scala +++ b/lambda/src/main/scala/pricemigrationengine/model/PriceCap.scala @@ -22,13 +22,20 @@ object PriceCap { // We have separate functions for determining the // estimated new price and for computing the adjusted ZuoraSubscriptionUpdate. Unlike the now obsolete part 1 // We design those functions with the signature that is actually useful for price cap, where we will need to apply it - // 1. The notification handler, and - // 2. The SalesforcePriceRiseCreationHandler, and - // 3. The amendment handler + // 1. The SalesforcePriceRiseCreationHandler (priceCapForNotification), and + // 2. The notification handler (priceCapForNotification), and + // 3. The amendment handler (priceCapForAmendment) // Note: We should not apply capping during the estimation step and capped prices should not be written in the // migration dynamo tables ! + // Note: These functions work better for simple price migrations where the subscription has one price + // that we update. In the case of SupporterPlus subscriptions, with their base price and extra optional + // contribution (see example of the SupporterPlus2024 price migration), the base price is price risen and + // capped, but the subscription price is the sum of that new price together with the contribution. In a + // case like that we just implemented the price capping in the migration code itself, without messing around + // with this code. + def priceCapForNotification(oldPrice: BigDecimal, newPrice: BigDecimal, cap: BigDecimal): BigDecimal = { // The cap is the price cap expressed as a multiple of the old price. For instance for a price cap // of 20%, we will use a cap equal to 1.2 diff --git a/lambda/src/main/scala/pricemigrationengine/model/membershipworkflow/EmailMessage.scala b/lambda/src/main/scala/pricemigrationengine/model/membershipworkflow/EmailMessage.scala index 38fc47009..bece64a27 100644 --- a/lambda/src/main/scala/pricemigrationengine/model/membershipworkflow/EmailMessage.scala +++ b/lambda/src/main/scala/pricemigrationengine/model/membershipworkflow/EmailMessage.scala @@ -18,9 +18,60 @@ case class EmailPayloadSubscriberAttributes( next_payment_date: String, payment_frequency: String, subscription_id: String, - product_type: String + product_type: String, + + // SupporterPlus 2024 extension (see comment below) + sp2024_contribution_amount: String = "", + sp2024_previous_combined_amount: String = "", + sp2024_new_combined_amount: String = "", ) +/* + Date: September 2024 + Author: Pascal + Comment Group: 602514a6-5e53 + + This note describes an extension of the EmailPayloadSubscriberAttributes that we are introducing specifically + for the SupporterPlus 2024 migration. + + So far in the history of the engine, we have communicated to the customers the new (post increase) price of their + subscription. This information is carried by payment_amount. + + The SupporterPlus migration is making a price increase on subscriptions which have a base price and an optional + contribution that is at the discretion of the user. For instance some monthly user pay £[10, 0], which means that + the user pays the base price of £10 and no extra contribution, whereas another user would pay £[10, 15], which means + that the user pays the base price of £10 and an extra contribution of £15, leading to a total price of £25. + + In the SupporterPlus2024 migration we are increasing the base price only, for GBP moving from 10 to 12. + + We want to communicate to the user that only the base price is being price increased and not their extra + contribution. More exactly for customers paying no extra contribution we want to say + + """ + Your new price will take effect at your next payment date, on or around {next_payment_date}, and your new payment amount will be {payment_amount} - {payment_frequency}. + """ + + And for customers with an extra contribution with want to say + + """ + Your new subscription price will take effect at your next payment date, on or around {Next Payment Date}. + Your {payment_frequency} contribution of {contribution_amount} remains unchanged, and so your total billing amount will now be {new_combined_amount} - {payment_frequency}. + """ + + We are introducing three new fields + + sp2024_contribution_amount + sp2024_previous_combined_amount + sp2024_new_combined_amount + + Those fields are going to be used by the emails templates that we are going to use for S+ 2024 and + should not be used for any other migrations. + + I am going to decommission them a bit after October 2025, after the end of the migration. I will + nevertheless permanently document this modification in case it is needed again in some remote future + if/when we decide to make another SupporterPlus price migration. + */ + object EmailPayloadSubscriberAttributes { implicit val rw: ReadWriter[EmailPayloadSubscriberAttributes] = macroRW } diff --git a/lambda/src/main/scala/pricemigrationengine/services/CohortTableLive.scala b/lambda/src/main/scala/pricemigrationengine/services/CohortTableLive.scala index 471dc2247..5021f44b9 100644 --- a/lambda/src/main/scala/pricemigrationengine/services/CohortTableLive.scala +++ b/lambda/src/main/scala/pricemigrationengine/services/CohortTableLive.scala @@ -38,6 +38,7 @@ object CohortTableLive { getOptionalInstantFromResults(cohortItem, "whenNotificationSentWrittenToSalesforce") cancellationReason <- getOptionalStringFromResults(cohortItem, "cancellationReason") + doNotProcessUntil <- getOptionalDateFromResults(cohortItem, "doNotProcessUntil") } yield CohortItem( subscriptionName = subscriptionNumber, processingStage = processingStage, @@ -54,7 +55,8 @@ object CohortTableLive { whenAmendmentDone = whenAmendmentDone, whenNotificationSent = whenNotificationSent, whenNotificationSentWrittenToSalesforce = whenNotificationSentWrittenToSalesforce, - cancellationReason = cancellationReason + cancellationReason = cancellationReason, + doNotProcessUntil = doNotProcessUntil ) ) .mapError(e => DynamoDBZIOError(e)) @@ -64,12 +66,9 @@ object CohortTableLive { cohortItem => List( Option(stringFieldUpdate("processingStage", cohortItem.processingStage.value)), - cohortItem.startDate - .map(startDate => dateFieldUpdate("startDate", startDate)), - cohortItem.currency - .map(currency => stringFieldUpdate("currency", currency)), - cohortItem.oldPrice - .map(oldPrice => bigDecimalFieldUpdate("oldPrice", oldPrice)), + cohortItem.startDate.map(startDate => dateFieldUpdate("startDate", startDate)), + cohortItem.currency.map(currency => stringFieldUpdate("currency", currency)), + cohortItem.oldPrice.map(oldPrice => bigDecimalFieldUpdate("oldPrice", oldPrice)), cohortItem.estimatedNewPrice .map(estimatedNewPrice => bigDecimalFieldUpdate("estimatedNewPrice", estimatedNewPrice)), cohortItem.billingPeriod.map(billingPeriod => stringFieldUpdate("billingPeriod", billingPeriod)), @@ -79,10 +78,8 @@ object CohortTableLive { .map(salesforcePriceRiseId => stringFieldUpdate("salesforcePriceRiseId", salesforcePriceRiseId)), cohortItem.whenSfShowEstimate .map(whenSfShowEstimate => instantFieldUpdate("whenSfShowEstimate", whenSfShowEstimate)), - cohortItem.startDate - .map(startDate => dateFieldUpdate("startDate", startDate)), - cohortItem.newPrice - .map(newPrice => bigDecimalFieldUpdate("newPrice", newPrice)), + cohortItem.startDate.map(startDate => dateFieldUpdate("startDate", startDate)), + cohortItem.newPrice.map(newPrice => bigDecimalFieldUpdate("newPrice", newPrice)), cohortItem.newSubscriptionId .map(newSubscriptionId => stringFieldUpdate("newSubscriptionId", newSubscriptionId)), cohortItem.whenAmendmentDone @@ -99,7 +96,8 @@ object CohortTableLive { cohortItem.whenAmendmentWrittenToSalesforce.map(instant => instantFieldUpdate("whenAmendmentWrittenToSalesforce", instant) ), - cohortItem.cancellationReason.map(reason => stringFieldUpdate("cancellationReason", reason)) + cohortItem.cancellationReason.map(reason => stringFieldUpdate("cancellationReason", reason)), + cohortItem.doNotProcessUntil.map(date => dateFieldUpdate("doNotProcessUntil", date)), ).flatten.toMap.asJava private implicit val cohortTableKeySerialiser: DynamoDBSerialiser[CohortTableKey] = diff --git a/lambda/src/main/scala/pricemigrationengine/services/EmailSenderLive.scala b/lambda/src/main/scala/pricemigrationengine/services/EmailSenderLive.scala index c6be21361..02af1a33f 100644 --- a/lambda/src/main/scala/pricemigrationengine/services/EmailSenderLive.scala +++ b/lambda/src/main/scala/pricemigrationengine/services/EmailSenderLive.scala @@ -60,7 +60,7 @@ object EmailSenderLive { ) } _ <- logging.info( - s"Successfully sent email for sfContactId ${message.SfContactId} message id: ${result.messageId}" + s"Successfully sent email for sfContactId ${message.SfContactId} message id: ${result.messageId}, message: ${message}" ) } yield () diff --git a/lambda/src/main/scala/pricemigrationengine/util/StartDates.scala b/lambda/src/main/scala/pricemigrationengine/util/StartDates.scala index 617021c78..f4f8f2b82 100644 --- a/lambda/src/main/scala/pricemigrationengine/util/StartDates.scala +++ b/lambda/src/main/scala/pricemigrationengine/util/StartDates.scala @@ -33,6 +33,7 @@ object StartDates { case Membership2023Annuals => None case DigiSubs2023 => None case Newspaper2024 => None + case SupporterPlus2024 => None case Legacy => None } } @@ -94,6 +95,7 @@ object StartDates { case SupporterPlus2023V1V2MA => 3 case DigiSubs2023 => 3 case GW2024 => 3 + case SupporterPlus2024 => 1 // no spread for S+2024 monthlies case Legacy => 3 } } else 1 @@ -115,6 +117,7 @@ object StartDates { case Membership2023Annuals => cohortSpecLowerBound(cohortSpec, today) case DigiSubs2023 => cohortSpecLowerBound(cohortSpec, today) case GW2024 => cohortSpecLowerBound(cohortSpec, today) + case SupporterPlus2024 => cohortSpecLowerBound(cohortSpec, today) case Legacy => cohortSpecLowerBound(cohortSpec, today) } diff --git a/lambda/src/test/resources/Migrations/SupporterPlus2024/annual/account.json b/lambda/src/test/resources/Migrations/SupporterPlus2024/annual/account.json new file mode 100644 index 000000000..e5ff28c32 --- /dev/null +++ b/lambda/src/test/resources/Migrations/SupporterPlus2024/annual/account.json @@ -0,0 +1,46 @@ +{ + "basicInfo" : { + "id" : "ACCOUNT-ID", + "name" : "ACCOUNT-NAME", + "accountNumber" : "ACCOUNT-NUMBER", + "notes" : null, + "status" : "Active", + "crmId" : "ACCOUNT-NAME", + "batch" : "Batch1", + "invoiceTemplateId" : "2c92a0fd5ecce80c015ee71028643020", + "communicationProfileId" : null, + "profileNumber" : null, + "purchaseOrderNumber" : null, + "customerServiceRepName" : null, + "ScrubbedOn__c" : null, + "IdentityId__c" : "IDENTITY-ID-C", + "sfContactId__c" : "SF-CONTACT-ID-C", + "CCURN__c" : null, + "SpecialDeliveryInstructions__c" : null, + "NonStandardDataReason__c" : null, + "Scrubbed__c" : null, + "ProcessingAdvice__c" : "NoAdvice", + "CreatedRequestId__c" : "cd0ca593-02bf-4f9a-0000-00000000bff6", + "RetryStatus__c" : null, + "salesRep" : null, + "creditMemoTemplateId" : null, + "debitMemoTemplateId" : null, + "summaryStatementTemplateId" : null, + "sequenceSetId" : null + }, + "billingAndPayment" : null, + "metrics" : { + "balance" : 0.000000000, + "currency" : "AUD", + "totalInvoiceBalance" : 0.000000000, + "creditBalance" : 0.000000000, + "totalDebitMemoBalance" : 0.000000000, + "unappliedPaymentAmount" : 0.000000000, + "unappliedCreditMemoAmount" : 0.000000000, + "contractedMrr" : 41.670000000 + }, + "billToContact" : null, + "soldToContact" : null, + "taxInfo" : null, + "success" : true +} \ No newline at end of file diff --git a/lambda/src/test/resources/Migrations/SupporterPlus2024/annual/catalogue.json b/lambda/src/test/resources/Migrations/SupporterPlus2024/annual/catalogue.json new file mode 100644 index 000000000..61577bd1d --- /dev/null +++ b/lambda/src/test/resources/Migrations/SupporterPlus2024/annual/catalogue.json @@ -0,0 +1,16925 @@ +{ + "products" : [ { + "id" : "2c92a0ff5345f9200153559c6d2a3385", + "sku" : "ABC-00000012", + "name" : "Discounts", + "description" : "Template discount rate plans", + "category" : null, + "effectiveStartDate" : "2007-03-08", + "effectiveEndDate" : "2099-03-08", + "productNumber" : "PC-00000008", + "allowFeatureChanges" : false, + "ProductEnabled__c" : null, + "Entitlements__c" : null, + "AcquisitionProfile__c" : null, + "ProductType__c" : null, + "ProductLevel__c" : null, + "Tier__c" : null, + "productRatePlans" : [ { + "id" : "8a129c2590e312f40190ea3c3a242f74", + "status" : "Active", + "name" : "Tier Three Annual Domestic Discount", + "description" : "", + "effectiveStartDate" : "2024-01-29", + "effectiveEndDate" : "2099-03-08", + "TermType__c" : null, + "FrontendId__c" : null, + "Saving__c" : null, + "DefaultTerm__c" : null, + "RatePlanType__c" : "Base", + "PromotionCode__c" : null, + "AnalysisCode__c" : null, + "externalIdSourceSystem" : "", + "externallyManagedPlanIds" : [ ], + "productRatePlanCharges" : [ { + "id" : "8a129c2590e312f40190ea3c3a472f76", + "name" : "Tier Three Annual Domestic Discount", + "type" : "Recurring", + "model" : "DiscountPercentage", + "uom" : null, + "pricingSummary" : [ "36.6667% discount", "20.5882% discount" ], + "pricing" : [ { + "currency" : "GBP", + "price" : null, + "tiers" : null, + "includedUnits" : null, + "overagePrice" : null, + "discountPercentage" : 36.666700000, + "discountAmount" : null + }, { + "currency" : "USD", + "price" : null, + "tiers" : null, + "includedUnits" : null, + "overagePrice" : null, + "discountPercentage" : 20.588200000, + "discountAmount" : null + } ], + "defaultQuantity" : null, + "applyDiscountTo" : "ONETIMERECURRINGUSAGE", + "discountLevel" : "subscription", + "discountClass" : null, + "applyToBillingPeriodPartially" : false, + "productDiscountApplyDetails" : [ ], + "endDateCondition" : "Fixed_Period", + "upToPeriods" : 12, + "upToPeriodsType" : "Billing_Periods", + "billingDay" : "ChargeTriggerDay", + "listPriceBase" : null, + "specificListPriceBase" : null, + "billingTiming" : null, + "ratingGroup" : null, + "billingPeriod" : "Month", + "billingPeriodAlignment" : "AlignToCharge", + "specificBillingPeriod" : null, + "smoothingModel" : null, + "numberOfPeriods" : null, + "overageCalculationOption" : null, + "overageUnusedUnitsCreditOption" : null, + "unusedIncludedUnitPrice" : null, + "usageRecordRatingOption" : null, + "priceChangeOption" : "NoChange", + "priceIncreasePercentage" : null, + "useTenantDefaultForPriceChange" : false, + "taxable" : false, + "taxCode" : null, + "taxMode" : null, + "prorationOption" : null, + "ProductCode__c" : null, + "ProductType__c" : "Adjustment", + "triggerEvent" : "CustomerAcceptance", + "description" : "", + "revRecCode" : null, + "revRecTriggerCondition" : null, + "revenueRecognitionRuleName" : null, + "useDiscountSpecificAccountingCode" : false, + "financeInformation" : { + "deferredRevenueAccountingCode" : null, + "deferredRevenueAccountingCodeType" : null, + "recognizedRevenueAccountingCode" : null, + "recognizedRevenueAccountingCodeType" : null, + "accountsReceivableAccountingCode" : null, + "accountsReceivableAccountingCodeType" : null + }, + "deliverySchedule" : null, + "reflectDiscountInNetAmount" : false, + "isStackedDiscount" : false, + "productRatePlanChargeNumber" : null + } ], + "productRatePlanNumber" : null + }, { + "id" : "8a129c2590e312f40190ea33e45615c3", + "status" : "Active", + "name" : "Tier Three Monthly Domestic Discount", + "description" : "", + "effectiveStartDate" : "2024-01-29", + "effectiveEndDate" : "2099-03-08", + "TermType__c" : null, + "FrontendId__c" : null, + "Saving__c" : null, + "DefaultTerm__c" : null, + "RatePlanType__c" : "Base", + "PromotionCode__c" : null, + "AnalysisCode__c" : null, + "externalIdSourceSystem" : "", + "externallyManagedPlanIds" : [ ], + "productRatePlanCharges" : [ { + "id" : "8a129c2590e312f40190ea33e49a15c5", + "name" : "Tier Three Monthly Domestic Discount", + "type" : "Recurring", + "model" : "DiscountPercentage", + "uom" : null, + "pricingSummary" : [ "33.33% discount", "17.77% discount" ], + "pricing" : [ { + "currency" : "GBP", + "price" : null, + "tiers" : null, + "includedUnits" : null, + "overagePrice" : null, + "discountPercentage" : 33.330000000, + "discountAmount" : null + }, { + "currency" : "USD", + "price" : null, + "tiers" : null, + "includedUnits" : null, + "overagePrice" : null, + "discountPercentage" : 17.770000000, + "discountAmount" : null + } ], + "defaultQuantity" : null, + "applyDiscountTo" : "ONETIMERECURRINGUSAGE", + "discountLevel" : "subscription", + "discountClass" : null, + "applyToBillingPeriodPartially" : false, + "productDiscountApplyDetails" : [ ], + "endDateCondition" : "Fixed_Period", + "upToPeriods" : 12, + "upToPeriodsType" : "Billing_Periods", + "billingDay" : "ChargeTriggerDay", + "listPriceBase" : null, + "specificListPriceBase" : null, + "billingTiming" : null, + "ratingGroup" : null, + "billingPeriod" : "Month", + "billingPeriodAlignment" : "AlignToCharge", + "specificBillingPeriod" : null, + "smoothingModel" : null, + "numberOfPeriods" : null, + "overageCalculationOption" : null, + "overageUnusedUnitsCreditOption" : null, + "unusedIncludedUnitPrice" : null, + "usageRecordRatingOption" : null, + "priceChangeOption" : "NoChange", + "priceIncreasePercentage" : null, + "useTenantDefaultForPriceChange" : false, + "taxable" : false, + "taxCode" : null, + "taxMode" : null, + "prorationOption" : null, + "ProductCode__c" : null, + "ProductType__c" : "Adjustment", + "triggerEvent" : "CustomerAcceptance", + "description" : "", + "revRecCode" : null, + "revRecTriggerCondition" : null, + "revenueRecognitionRuleName" : null, + "useDiscountSpecificAccountingCode" : false, + "financeInformation" : { + "deferredRevenueAccountingCode" : null, + "deferredRevenueAccountingCodeType" : null, + "recognizedRevenueAccountingCode" : null, + "recognizedRevenueAccountingCodeType" : null, + "accountsReceivableAccountingCode" : null, + "accountsReceivableAccountingCodeType" : null + }, + "deliverySchedule" : null, + "reflectDiscountInNetAmount" : false, + "isStackedDiscount" : false, + "productRatePlanChargeNumber" : null + } ], + "productRatePlanNumber" : null + }, { + "id" : "8a1295b090e312ee0190ea3138c534f0", + "status" : "Active", + "name" : "Tier Three Annual ROW Discount", + "description" : "", + "effectiveStartDate" : "2024-01-29", + "effectiveEndDate" : "2099-03-08", + "TermType__c" : null, + "FrontendId__c" : null, + "Saving__c" : null, + "DefaultTerm__c" : null, + "RatePlanType__c" : "Base", + "PromotionCode__c" : null, + "AnalysisCode__c" : null, + "externalIdSourceSystem" : "", + "externallyManagedPlanIds" : [ ], + "productRatePlanCharges" : [ { + "id" : "8a1295b090e312ee0190ea31391734f2", + "name" : "Tier Three Annual ROW Discount", + "type" : "Recurring", + "model" : "DiscountPercentage", + "uom" : null, + "pricingSummary" : [ "0% discount", "28.5714% discount" ], + "pricing" : [ { + "currency" : "GBP", + "price" : null, + "tiers" : null, + "includedUnits" : null, + "overagePrice" : null, + "discountPercentage" : 0.000000000, + "discountAmount" : null + }, { + "currency" : "USD", + "price" : null, + "tiers" : null, + "includedUnits" : null, + "overagePrice" : null, + "discountPercentage" : 28.571400000, + "discountAmount" : null + } ], + "defaultQuantity" : null, + "applyDiscountTo" : "ONETIMERECURRINGUSAGE", + "discountLevel" : "subscription", + "discountClass" : null, + "applyToBillingPeriodPartially" : false, + "productDiscountApplyDetails" : [ ], + "endDateCondition" : "Fixed_Period", + "upToPeriods" : 12, + "upToPeriodsType" : "Billing_Periods", + "billingDay" : "ChargeTriggerDay", + "listPriceBase" : null, + "specificListPriceBase" : null, + "billingTiming" : null, + "ratingGroup" : null, + "billingPeriod" : "Month", + "billingPeriodAlignment" : "AlignToCharge", + "specificBillingPeriod" : null, + "smoothingModel" : null, + "numberOfPeriods" : null, + "overageCalculationOption" : null, + "overageUnusedUnitsCreditOption" : null, + "unusedIncludedUnitPrice" : null, + "usageRecordRatingOption" : null, + "priceChangeOption" : "NoChange", + "priceIncreasePercentage" : null, + "useTenantDefaultForPriceChange" : false, + "taxable" : false, + "taxCode" : null, + "taxMode" : null, + "prorationOption" : null, + "ProductCode__c" : null, + "ProductType__c" : "Adjustment", + "triggerEvent" : "CustomerAcceptance", + "description" : "", + "revRecCode" : null, + "revRecTriggerCondition" : null, + 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"chargedThroughDate" : "2024-09-05", + "done" : false, + "triggerDate" : null, + "triggerEvent" : "CustomerAcceptance", + "endDateCondition" : "Subscription_End", + "upToPeriodsType" : null, + "upToPeriods" : null, + "specificEndDate" : null, + "mrr" : 6.000000000, + "dmrc" : 6.000000000, + "tcv" : 120.000000000, + "dtcv" : 120.000000000, + "originalOrderDate" : "2024-04-05", + "amendedByOrderOn" : null, + "description" : "", + "HolidayStart__c" : null, + "HolidayEnd__c" : null, + "ForceSync__c" : null, + "salesPrice" : null, + "tiers" : null, + "discountApplyDetails" : null, + "pricingSummary" : "EUR10", + "price" : 6.000000000, + "discountAmount" : null, + "discountPercentage" : null + }, { + "id" : "8a12838d8ea33f0f018eaf3a06d927f0", + "originalChargeId" : "8a12838d8ea33f0f018eaf3a06d927f0", + "productRatePlanChargeId" : "8a128d7085fc6dec01860234cd075270", + "number" : "C-05466357", + "name" : "Contribution", + "productRatePlanChargeNumber" : "PRPC-00000281", + "type" : "Recurring", + "model" : "FlatFee", + "uom" : null, + "version" : 1, + "subscriptionChargeDeliverySchedule" : null, + "numberOfDeliveries" : null, + "priceChangeOption" : "NoChange", + "priceIncreasePercentage" : null, + "currency" : "EUR", + "chargeModelConfiguration" : null, + "inputArgumentId" : null, + "includedUnits" : null, + "overagePrice" : null, + "applyDiscountTo" : null, + "discountLevel" : null, + "discountClass" : null, + "applyToBillingPeriodPartially" : false, + "billingDay" : "ChargeTriggerDay", + "listPriceBase" : "Per_Billing_Period", + "specificListPriceBase" : null, + "billingPeriod" : "Month", + "specificBillingPeriod" : null, + "billingTiming" : "IN_ADVANCE", + "ratingGroup" : null, + "billingPeriodAlignment" : "AlignToCharge", + "quantity" : 1.000000000, + "prorationOption" : null, + "isStackedDiscount" : false, + "reflectDiscountInNetAmount" : false, + "smoothingModel" : null, + "numberOfPeriods" : null, + "overageCalculationOption" : null, + "overageUnusedUnitsCreditOption" : null, + "unusedUnitsCreditRates" : null, + "usageRecordRatingOption" : null, + "segment" : 1, + "effectiveStartDate" : "2024-04-05", + "effectiveEndDate" : "2025-04-05", + "processedThroughDate" : "2024-08-05", + "chargedThroughDate" : "2024-09-05", + "done" : false, + "triggerDate" : null, + "triggerEvent" : "CustomerAcceptance", + "endDateCondition" : "Subscription_End", + "upToPeriodsType" : null, + "upToPeriods" : null, + "specificEndDate" : null, + "mrr" : 0.000000000, + "dmrc" : 0.000000000, + "tcv" : 0.000000000, + "dtcv" : 0.000000000, + "originalOrderDate" : "2024-04-05", + "amendedByOrderOn" : null, + "description" : "", + "HolidayStart__c" : null, + "HolidayEnd__c" : null, + "ForceSync__c" : null, + "salesPrice" : null, + "tiers" : null, + "discountApplyDetails" : null, + "pricingSummary" : "EUR0", + "price" : 3.000000000, + "discountAmount" : null, + "discountPercentage" : null + } ] + } ], + "externallyManagedBy" : null, + "statusHistory" : [ { + "startDate" : "2024-04-05", + "endDate" : "2025-04-05", + "status" : "Active" + }, { + "startDate" : "2025-04-05", + "endDate" : null, + "status" : "OutOfTerm" + } ], + "invoiceGroupNumber" : null, + "createTime" : "2024-04-05 18:06:39", + "updateTime" : "2024-08-05 04:47:43" +} \ No newline at end of file diff --git a/lambda/src/test/scala/pricemigrationengine/handlers/NotificationHandlerTest.scala b/lambda/src/test/scala/pricemigrationengine/handlers/NotificationHandlerTest.scala index bc068d6e7..383cd61d0 100644 --- a/lambda/src/test/scala/pricemigrationengine/handlers/NotificationHandlerTest.scala +++ b/lambda/src/test/scala/pricemigrationengine/handlers/NotificationHandlerTest.scala @@ -23,7 +23,7 @@ class NotificationHandlerTest extends munit.FunSuite { private val startDateUserFriendlyFormat = "1 January 2020" private val currency = "GBP" private val billingPeriod = "Month" - private val billingPeriodInNotification = "Monthly" + private val billingPeriodInNotification = "monthly" // lowercase variation for the user communication private val oldPrice = BigDecimal(10.00) // The estimated new price is the price without cap diff --git a/lambda/src/test/scala/pricemigrationengine/migrations/SupporterPlus2024MigrationTest.scala b/lambda/src/test/scala/pricemigrationengine/migrations/SupporterPlus2024MigrationTest.scala new file mode 100644 index 000000000..aa31f7a2f --- /dev/null +++ b/lambda/src/test/scala/pricemigrationengine/migrations/SupporterPlus2024MigrationTest.scala @@ -0,0 +1,862 @@ +package pricemigrationengine.migrations + +import pricemigrationengine.model._ + +import java.time.LocalDate +import pricemigrationengine.Fixtures +import pricemigrationengine.migrations.SupporterPlus2024Migration + +class SupporterPlus2024MigrationTest extends munit.FunSuite { + + // ----------------------------------- + // Cancellation saves + + test("hasCancellationSaveDiscount") { + val subscriptionNo = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-with-cancellation-save/subscription-no.json") + val subscriptionYes = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-with-cancellation-save/subscription-yes.json") + assertEquals( + SupporterPlus2024Migration.hasCancellationSaveDiscount(subscriptionNo), + false + ) + assertEquals( + SupporterPlus2024Migration.hasCancellationSaveDiscount(subscriptionYes), + true + ) + } + test("cancellationSaveDiscountEffectiveDate") { + val subscriptionNo = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-with-cancellation-save/subscription-no.json") + val subscriptionYes = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-with-cancellation-save/subscription-yes.json") + assertEquals( + SupporterPlus2024Migration.cancellationSaveDiscountEffectiveDate(subscriptionNo), + None + ) + assertEquals( + SupporterPlus2024Migration.cancellationSaveDiscountEffectiveDate(subscriptionYes), + Some(LocalDate.of(2024, 7, 5)) + ) + } + test("isUnderActiveCancellationSavePolicy") { + val subscription = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-with-cancellation-save/subscription-yes.json") + // The cancellation dave effective date is LocalDate.of(2024, 7, 5) + // The cancellation save effective date plus 6 months is LocalDate.of(2025, 1, 5) + assertEquals( + SupporterPlus2024Migration.isUnderActiveCancellationSavePolicy(subscription, LocalDate.of(2024, 7, 5)), + true + ) + assertEquals( + SupporterPlus2024Migration.isUnderActiveCancellationSavePolicy(subscription, LocalDate.of(2025, 1, 4)), + true + ) + assertEquals( + SupporterPlus2024Migration.isUnderActiveCancellationSavePolicy(subscription, LocalDate.of(2025, 1, 5)), + false + ) + assertEquals( + SupporterPlus2024Migration.isUnderActiveCancellationSavePolicy(subscription, LocalDate.of(2025, 1, 6)), + false + ) + } + + // ----------------------------------- + // Price Grid + + test("Price Grid (Old)") { + assertEquals( + SupporterPlus2024Migration.getOldPrice(Monthly, "USD"), + Some(13.0) + ) + assertEquals( + SupporterPlus2024Migration.getOldPrice(Annual, "EUR"), + Some(95.0) + ) + } + test("Price Grid (New)") { + assertEquals( + SupporterPlus2024Migration.getNewPrice(Monthly, "USD"), + Some(15.0) + ) + assertEquals( + SupporterPlus2024Migration.getNewPrice(Annual, "EUR"), + Some(120.0) + ) + } + + // ----------------------------------- + // Rate plans extraction + + // The monthly is GBP without a contribution [10, 0] + // The annual is a AUD with contribution [160, 340] + // sub-without-LastChangeType is a EUR without a contribution [6, 0] + // ... is meant to ensure that we know how to extract the rate plan if it doesn't carry a LastChangeType. + // The story with LastChangeTypes is + // - present with "Add" : most recently added + // - present with "Removed" : most recently removed + // - not present : most recently added + // I also modified the base price from the original 10 to 6, to test the price capping. + + test("extracting `Supporter Plus V2` rate plan (monthly)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/monthly/subscription.json") + val ratePlanCharge1 = ZuoraRatePlanCharge( + productRatePlanChargeId = "8a128ed885fc6ded018602296af13eba", + name = "Supporter Plus Monthly Charge", + number = "C-04648407", + currency = "GBP", + price = Some(10.0), + billingPeriod = Some("Month"), + chargedThroughDate = Some(LocalDate.of(2024, 9, 30)), + processedThroughDate = Some(LocalDate.of(2024, 8, 30)), + specificBillingPeriod = None, + endDateCondition = Some("Subscription_End"), + upToPeriodsType = None, + upToPeriods = None, + billingDay = Some("ChargeTriggerDay"), + triggerEvent = Some("CustomerAcceptance"), + triggerDate = None, + discountPercentage = None, + originalOrderDate = Some(LocalDate.of(2023, 10, 1)), + effectiveStartDate = Some(LocalDate.of(2023, 9, 30)), + effectiveEndDate = Some(LocalDate.of(2025, 2, 27)) + ) + val ratePlanCharge2 = ZuoraRatePlanCharge( + productRatePlanChargeId = "8a128d7085fc6dec01860234cd075270", + name = "Contribution", + number = "C-04648406", + currency = "GBP", + price = Some(0.0), + billingPeriod = Some("Month"), + chargedThroughDate = Some(LocalDate.of(2024, 9, 30)), + processedThroughDate = Some(LocalDate.of(2024, 8, 30)), + specificBillingPeriod = None, + endDateCondition = Some("Subscription_End"), + upToPeriodsType = None, + upToPeriods = None, + billingDay = Some("ChargeTriggerDay"), + triggerEvent = Some("CustomerAcceptance"), + triggerDate = None, + discountPercentage = None, + originalOrderDate = Some(LocalDate.of(2023, 10, 1)), + effectiveStartDate = Some(LocalDate.of(2023, 9, 30)), + effectiveEndDate = Some(LocalDate.of(2025, 2, 27)) + ) + assertEquals( + SupporterPlus2024Migration.getSupporterPlusV2RatePlan(subscription), + Right( + ZuoraRatePlan( + id = "8a12908b8dd07f56018de8f4950923b8", + productName = "Supporter Plus", + productRatePlanId = "8a128ed885fc6ded018602296ace3eb8", + ratePlanName = "Supporter Plus V2 - Monthly", + ratePlanCharges = List(ratePlanCharge1, ratePlanCharge2), + lastChangeType = Some("Add") + ) + ) + ) + } + test("extracting `Supporter Plus V2` rate plan (annual)") { + // The original subscription price is 160, the normal old price, + // but I edited the annual/subscription.json it to 150 to make sure we + // read the right price from the subscription. + + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + val ratePlanCharge1 = ZuoraRatePlanCharge( + productRatePlanChargeId = "8a128ed885fc6ded01860228f7cb3d5f", + name = "Supporter Plus Annual Charge", + number = "C-04819663", + currency = "AUD", + price = Some(150.0), + billingPeriod = Some("Annual"), + chargedThroughDate = Some(LocalDate.of(2024, 11, 11)), + processedThroughDate = Some(LocalDate.of(2023, 11, 11)), + specificBillingPeriod = None, + endDateCondition = Some("Subscription_End"), + upToPeriodsType = None, + upToPeriods = None, + billingDay = Some("ChargeTriggerDay"), + triggerEvent = Some("CustomerAcceptance"), + triggerDate = None, + discountPercentage = None, + originalOrderDate = Some(LocalDate.of(2023, 11, 26)), + effectiveStartDate = Some(LocalDate.of(2023, 11, 11)), + effectiveEndDate = Some(LocalDate.of(2024, 11, 11)) + ) + val ratePlanCharge2 = ZuoraRatePlanCharge( + productRatePlanChargeId = "8a12892d85fc6df4018602451322287f", + name = "Contribution", + number = "C-04819662", + currency = "AUD", + price = Some(340.0), + billingPeriod = Some("Annual"), + chargedThroughDate = Some(LocalDate.of(2024, 11, 11)), + processedThroughDate = Some(LocalDate.of(2023, 11, 11)), + specificBillingPeriod = None, + endDateCondition = Some("Subscription_End"), + upToPeriodsType = None, + upToPeriods = None, + billingDay = Some("ChargeTriggerDay"), + triggerEvent = Some("CustomerAcceptance"), + triggerDate = None, + discountPercentage = None, + originalOrderDate = Some(LocalDate.of(2023, 11, 26)), + effectiveStartDate = Some(LocalDate.of(2023, 11, 11)), + effectiveEndDate = Some(LocalDate.of(2024, 11, 11)) + ) + assertEquals( + SupporterPlus2024Migration.getSupporterPlusV2RatePlan(subscription), + Right( + ZuoraRatePlan( + id = "8a12820a8c0ff963018c2504ba045b2f", + productName = "Supporter Plus", + productRatePlanId = "8a128ed885fc6ded01860228f77e3d5a", + ratePlanName = "Supporter Plus V2 - Annual", + ratePlanCharges = List(ratePlanCharge1, ratePlanCharge2), + lastChangeType = Some("Add") + ) + ) + ) + } + test("extracting `Supporter Plus V2` rate plan (sub-without-LastChangeType)") { + // The original subscription price is 160, the normal old price, + // but I edited the annual/subscription.json it to 150 to make sure we + // read the right price from the subscription. + + val subscription = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-without-LastChangeType/subscription.json") + val ratePlanCharge1 = ZuoraRatePlanCharge( + productRatePlanChargeId = "8a128ed885fc6ded018602296af13eba", + name = "Supporter Plus Monthly Charge", + number = "C-05466358", + currency = "EUR", + price = Some(6.0), + billingPeriod = Some("Month"), + chargedThroughDate = Some(LocalDate.of(2024, 9, 5)), + processedThroughDate = Some(LocalDate.of(2024, 8, 5)), + specificBillingPeriod = None, + endDateCondition = Some("Subscription_End"), + upToPeriodsType = None, + upToPeriods = None, + billingDay = Some("ChargeTriggerDay"), + triggerEvent = Some("CustomerAcceptance"), + triggerDate = None, + discountPercentage = None, + originalOrderDate = Some(LocalDate.of(2024, 4, 5)), + effectiveStartDate = Some(LocalDate.of(2024, 4, 5)), + effectiveEndDate = Some(LocalDate.of(2025, 4, 5)) + ) + val ratePlanCharge2 = ZuoraRatePlanCharge( + productRatePlanChargeId = "8a128d7085fc6dec01860234cd075270", + name = "Contribution", + number = "C-05466357", + currency = "EUR", + price = Some(3.0), + billingPeriod = Some("Month"), + chargedThroughDate = Some(LocalDate.of(2024, 9, 5)), + processedThroughDate = Some(LocalDate.of(2024, 8, 5)), + specificBillingPeriod = None, + endDateCondition = Some("Subscription_End"), + upToPeriodsType = None, + upToPeriods = None, + billingDay = Some("ChargeTriggerDay"), + triggerEvent = Some("CustomerAcceptance"), + triggerDate = None, + discountPercentage = None, + originalOrderDate = Some(LocalDate.of(2024, 4, 5)), + effectiveStartDate = Some(LocalDate.of(2024, 4, 5)), + effectiveEndDate = Some(LocalDate.of(2025, 4, 5)) + ) + assertEquals( + SupporterPlus2024Migration.getSupporterPlusV2RatePlan(subscription), + Right( + ZuoraRatePlan( + id = "8a12838d8ea33f0f018eaf3a06bd27ea", + productName = "Supporter Plus", + productRatePlanId = "8a128ed885fc6ded018602296ace3eb8", + ratePlanName = "Supporter Plus V2 - Monthly", + ratePlanCharges = List(ratePlanCharge1, ratePlanCharge2), + lastChangeType = None + ) + ) + ) + } + + test("extracting `Supporter Plus V2` rate plan base charge (monthly)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/monthly/subscription.json") + assertEquals( + SupporterPlus2024Migration.getSupporterPlusBaseRatePlanCharge( + subscription.subscriptionNumber, + SupporterPlus2024Migration.getSupporterPlusV2RatePlan(subscription).toOption.get + ), + Right( + ZuoraRatePlanCharge( + productRatePlanChargeId = "8a128ed885fc6ded018602296af13eba", + name = "Supporter Plus Monthly Charge", + number = "C-04648407", + currency = "GBP", + price = Some(10.0), + billingPeriod = Some("Month"), + chargedThroughDate = Some(LocalDate.of(2024, 9, 30)), + processedThroughDate = Some(LocalDate.of(2024, 8, 30)), + specificBillingPeriod = None, + endDateCondition = Some("Subscription_End"), + upToPeriodsType = None, + upToPeriods = None, + billingDay = Some("ChargeTriggerDay"), + triggerEvent = Some("CustomerAcceptance"), + triggerDate = None, + discountPercentage = None, + originalOrderDate = Some(LocalDate.of(2023, 10, 1)), + effectiveStartDate = Some(LocalDate.of(2023, 9, 30)), + effectiveEndDate = Some(LocalDate.of(2025, 2, 27)) + ) + ) + ) + } + test("extracting `Supporter Plus V2` rate plan base charge (annual)") { + // The original subscription price is 160, the normal old price, + // but I edited the annual/subscription.json it to 150 to make sure we + // read the right price from the subscription. + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + assertEquals( + SupporterPlus2024Migration.getSupporterPlusBaseRatePlanCharge( + subscription.subscriptionNumber, + SupporterPlus2024Migration.getSupporterPlusV2RatePlan(subscription).toOption.get + ), + Right( + ZuoraRatePlanCharge( + productRatePlanChargeId = "8a128ed885fc6ded01860228f7cb3d5f", + name = "Supporter Plus Annual Charge", + number = "C-04819663", + currency = "AUD", + price = Some(150.0), + billingPeriod = Some("Annual"), + chargedThroughDate = Some(LocalDate.of(2024, 11, 11)), + processedThroughDate = Some(LocalDate.of(2023, 11, 11)), + specificBillingPeriod = None, + endDateCondition = Some("Subscription_End"), + upToPeriodsType = None, + upToPeriods = None, + billingDay = Some("ChargeTriggerDay"), + triggerEvent = Some("CustomerAcceptance"), + triggerDate = None, + discountPercentage = None, + originalOrderDate = Some(LocalDate.of(2023, 11, 26)), + effectiveStartDate = Some(LocalDate.of(2023, 11, 11)), + effectiveEndDate = Some(LocalDate.of(2024, 11, 11)) + ) + ) + ) + } + test("extracting `Supporter Plus V2` rate plan base charge (sub-without-LastChangeType)") { + // The original subscription price is 160, the normal old price, + // but I edited the annual/subscription.json it to 150 to make sure we + // read the right price from the subscription. + + val subscription = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-without-LastChangeType/subscription.json") + assertEquals( + SupporterPlus2024Migration.getSupporterPlusBaseRatePlanCharge( + subscription.subscriptionNumber, + SupporterPlus2024Migration.getSupporterPlusV2RatePlan(subscription).toOption.get + ), + Right( + ZuoraRatePlanCharge( + productRatePlanChargeId = "8a128ed885fc6ded018602296af13eba", + name = "Supporter Plus Monthly Charge", + number = "C-05466358", + currency = "EUR", + price = Some(6.0), + billingPeriod = Some("Month"), + chargedThroughDate = Some(LocalDate.of(2024, 9, 5)), + processedThroughDate = Some(LocalDate.of(2024, 8, 5)), + specificBillingPeriod = None, + endDateCondition = Some("Subscription_End"), + upToPeriodsType = None, + upToPeriods = None, + billingDay = Some("ChargeTriggerDay"), + triggerEvent = Some("CustomerAcceptance"), + triggerDate = None, + discountPercentage = None, + originalOrderDate = Some(LocalDate.of(2024, 4, 5)), + effectiveStartDate = Some(LocalDate.of(2024, 4, 5)), + effectiveEndDate = Some(LocalDate.of(2025, 4, 5)) + ) + ) + ) + } + + test("extracting `Supporter Plus V2` rate plan contribution charge (monthly)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/monthly/subscription.json") + assertEquals( + SupporterPlus2024Migration.getSupporterPlusContributionRatePlanCharge( + subscription.subscriptionNumber, + SupporterPlus2024Migration.getSupporterPlusV2RatePlan(subscription).toOption.get + ), + Right( + ZuoraRatePlanCharge( + productRatePlanChargeId = "8a128d7085fc6dec01860234cd075270", + name = "Contribution", + number = "C-04648406", + currency = "GBP", + price = Some(0.0), + billingPeriod = Some("Month"), + chargedThroughDate = Some(LocalDate.of(2024, 9, 30)), + processedThroughDate = Some(LocalDate.of(2024, 8, 30)), + specificBillingPeriod = None, + endDateCondition = Some("Subscription_End"), + upToPeriodsType = None, + upToPeriods = None, + billingDay = Some("ChargeTriggerDay"), + triggerEvent = Some("CustomerAcceptance"), + triggerDate = None, + discountPercentage = None, + originalOrderDate = Some(LocalDate.of(2023, 10, 1)), + effectiveStartDate = Some(LocalDate.of(2023, 9, 30)), + effectiveEndDate = Some(LocalDate.of(2025, 2, 27)) + ) + ) + ) + } + test("extracting `Supporter Plus V2` rate plan contribution charge (annual)") { + // The original subscription price is 160, the normal old price, + // but I edited the annual/subscription.json it to 150 to make sure we + // read the right price from the subscription. + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + assertEquals( + SupporterPlus2024Migration.getSupporterPlusContributionRatePlanCharge( + subscription.subscriptionNumber, + SupporterPlus2024Migration.getSupporterPlusV2RatePlan(subscription).toOption.get + ), + Right( + ZuoraRatePlanCharge( + productRatePlanChargeId = "8a12892d85fc6df4018602451322287f", + name = "Contribution", + number = "C-04819662", + currency = "AUD", + price = Some(340.0), + billingPeriod = Some("Annual"), + chargedThroughDate = Some(LocalDate.of(2024, 11, 11)), + processedThroughDate = Some(LocalDate.of(2023, 11, 11)), + specificBillingPeriod = None, + endDateCondition = Some("Subscription_End"), + upToPeriodsType = None, + upToPeriods = None, + billingDay = Some("ChargeTriggerDay"), + triggerEvent = Some("CustomerAcceptance"), + triggerDate = None, + discountPercentage = None, + originalOrderDate = Some(LocalDate.of(2023, 11, 26)), + effectiveStartDate = Some(LocalDate.of(2023, 11, 11)), + effectiveEndDate = Some(LocalDate.of(2024, 11, 11)) + ) + ) + ) + } + test("extracting `Supporter Plus V2` rate plan contribution charge (sub-without-LastChangeType)") { + // The original subscription price is 160, the normal old price, + // but I edited the annual/subscription.json it to 150 to make sure we + // read the right price from the subscription. + + val subscription = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-without-LastChangeType/subscription.json") + assertEquals( + SupporterPlus2024Migration.getSupporterPlusContributionRatePlanCharge( + subscription.subscriptionNumber, + SupporterPlus2024Migration.getSupporterPlusV2RatePlan(subscription).toOption.get + ), + Right( + ZuoraRatePlanCharge( + productRatePlanChargeId = "8a128d7085fc6dec01860234cd075270", + name = "Contribution", + number = "C-05466357", + currency = "EUR", + price = Some(3.0), + billingPeriod = Some("Month"), + chargedThroughDate = Some(LocalDate.of(2024, 9, 5)), + processedThroughDate = Some(LocalDate.of(2024, 8, 5)), + specificBillingPeriod = None, + endDateCondition = Some("Subscription_End"), + upToPeriodsType = None, + upToPeriods = None, + billingDay = Some("ChargeTriggerDay"), + triggerEvent = Some("CustomerAcceptance"), + triggerDate = None, + discountPercentage = None, + originalOrderDate = Some(LocalDate.of(2024, 4, 5)), + effectiveStartDate = Some(LocalDate.of(2024, 4, 5)), + effectiveEndDate = Some(LocalDate.of(2025, 4, 5)) + ) + ) + ) + } + + // ----------------------------------- + // Notification helpers sp2024_* + + test("sp2024_previous_base_amount (monthly)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/monthly/subscription.json") + assertEquals( + SupporterPlus2024Migration.previousBaseAmount(subscription), + Right( + Some(BigDecimal(10)) + ) + ) + } + test("sp2024_previous_base_amount (annual)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + assertEquals( + SupporterPlus2024Migration.previousBaseAmount(subscription), + Right( + Some(BigDecimal(150)) + ) + ) + } + test("sp2024_previous_base_amount (sub-without-LastChangeType)") { + val subscription = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-without-LastChangeType/subscription.json") + assertEquals( + SupporterPlus2024Migration.previousBaseAmount(subscription), + Right( + Some(BigDecimal(6)) + ) + ) + } + + test("sp2024_new_base_amount (monthly)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/monthly/subscription.json") + assertEquals( + SupporterPlus2024Migration.newBaseAmount(subscription), + Right( + Some(BigDecimal(12)) + ) + ) + } + test("sp2024_new_base_amount (annual)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + assertEquals( + SupporterPlus2024Migration.newBaseAmount(subscription), + Right( + Some( + BigDecimal(150 * 1.27) + ) // the new price is 200, but it's too high (with the original 160, we would have been fine) + ) + ) + } + test("sp2024_new_base_amount (sub-without-LastChangeType)") { + val subscription = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-without-LastChangeType/subscription.json") + // Below we make it explicit that we expect a 27% charge to be applied to the base charge as part of the price rise + val newBasePrice = 6 * 1.27 + assertEquals( + SupporterPlus2024Migration.newBaseAmount(subscription), + Right(Some(BigDecimal(newBasePrice))) + ) + } + + test("sp2024_contribution_amount (monthly)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/monthly/subscription.json") + assertEquals( + SupporterPlus2024Migration.contributionAmount(subscription), + Right( + Some(BigDecimal(0)) + ) + ) + } + test("sp2024_contribution_amount (annual)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + assertEquals( + SupporterPlus2024Migration.contributionAmount(subscription), + Right( + Some(BigDecimal(340)) + ) + ) + } + test("sp2024_contribution_amount (sub-without-LastChangeType)") { + val subscription = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-without-LastChangeType/subscription.json") + assertEquals( + SupporterPlus2024Migration.contributionAmount(subscription), + Right( + Some(BigDecimal(3)) + ) + ) + } + + test("sp2024_previous_combined_amount (monthly)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/monthly/subscription.json") + assertEquals( + SupporterPlus2024Migration.previousCombinedAmount(subscription), + Right( + Some(BigDecimal(10)) + ) + ) + } + test("sp2024_previous_combined_amount (annual)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + assertEquals( + SupporterPlus2024Migration.previousCombinedAmount(subscription), + Right( + Some(BigDecimal(490)) + ) + ) + } + test("sp2024_previous_combined_amount (sub-without-LastChangeType)") { + val subscription = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-without-LastChangeType/subscription.json") + assertEquals( + SupporterPlus2024Migration.previousCombinedAmount(subscription), + Right( + Some(BigDecimal(6 + 3)) + ) + ) + } + + test("sp2024_new_combined_amount (monthly)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/monthly/subscription.json") + assertEquals( + SupporterPlus2024Migration.newCombinedAmount(subscription), + Right( + Some(BigDecimal(12)) + ) + ) + } + test("sp2024_new_combined_amount (annual)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + val newCombinedAmount = 150 * 1.27 + 340 + assertEquals( + SupporterPlus2024Migration.newCombinedAmount(subscription), + Right( + Some(BigDecimal(newCombinedAmount)) + ) + ) + } + test("sp2024_new_combined_amount (sub-without-LastChangeType)") { + val subscription = + Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/sub-without-LastChangeType/subscription.json") + + // Base price with a capping and the existing contribution + // And we are doing the rounding because floating point numbers are hard for computers. + val newCombinedAmount = BigDecimal(6 * 1.27 + 3).setScale(2, BigDecimal.RoundingMode.HALF_UP) + + assertEquals( + SupporterPlus2024Migration.newCombinedAmount(subscription), + Right( + Some(newCombinedAmount) + ) + ) + } + + // ----------------------------------- + // priceData + + test("priceData (monthly)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/monthly/subscription.json") + assertEquals( + SupporterPlus2024Migration.priceData(subscription), + Right(PriceData("GBP", 10.0, 12.0, "Month")) + ) + } + test("priceData (annual)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + + // The original subscription price is 160, the normal old price, + // but I edited the annual/subscription.json it to 150 to make sure we + // read the right price from the subscription. + + // In this case we have the price from the subscription and the target price. + + assertEquals( + SupporterPlus2024Migration.priceData(subscription), + Right(PriceData("AUD", 150.0, 200.0, "Annual")) + ) + } + + // ----------------------------------- + // EstimationResult + + test("EstimationResult (monthly)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/monthly/subscription.json") + val invoices = Fixtures.invoiceListFromJson("Migrations/SupporterPlus2024/monthly/invoices.json") + val account = Fixtures.accountFromJson("Migrations/SupporterPlus2024/monthly/account.json") + val catalogue = Fixtures.productCatalogueFromJson("Migrations/SupporterPlus2024/monthly/catalogue.json") + + val cohortSpec = CohortSpec("SupporterPlus2024", "", LocalDate.of(2024, 8, 1), LocalDate.of(2024, 9, 9)) + + val startDateLowerBound = LocalDate.of(2024, 9, 9) + + val estimationResult = EstimationResult(account, catalogue, subscription, invoices, startDateLowerBound, cohortSpec) + + assertEquals( + estimationResult, + Right( + EstimationData( + subscriptionName = "SUBSCRIPTION-NUMBER", + startDate = LocalDate.of(2024, 9, 30), + currency = "GBP", + oldPrice = BigDecimal(10.0), + estimatedNewPrice = BigDecimal(12.0), + billingPeriod = "Month" + ) + ) + ) + } + test("EstimationResult (annual)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + val invoices = Fixtures.invoiceListFromJson("Migrations/SupporterPlus2024/annual/invoices.json") + val account = Fixtures.accountFromJson("Migrations/SupporterPlus2024/annual/account.json") + val catalogue = Fixtures.productCatalogueFromJson("Migrations/SupporterPlus2024/annual/catalogue.json") + + val cohortSpec = CohortSpec("SupporterPlus2024", "", LocalDate.of(2024, 8, 1), LocalDate.of(2024, 9, 9)) + + val startDateLowerBound = LocalDate.of(2024, 9, 9) + + val estimationResult = EstimationResult(account, catalogue, subscription, invoices, startDateLowerBound, cohortSpec) + + assertEquals( + estimationResult, + Right( + EstimationData( + subscriptionName = "SUBSCRIPTION-NUMBER", + startDate = LocalDate.of(2024, 11, 11), + currency = "AUD", + oldPrice = BigDecimal(150.0), + estimatedNewPrice = BigDecimal(200.0), + billingPeriod = "Annual" + ) + ) + ) + } + + // ----------------------------------- + // braze names + + test("brazeName (monthly)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/monthly/subscription.json") + assertEquals( + SupporterPlus2024Migration.brazeName(subscription), + Right("SV_SP2_PriceRise2024") + ) + } + test("brazeName (annual)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + assertEquals( + SupporterPlus2024Migration.brazeName(subscription), + Right("SV_SP2_Contributors_PriceRise2024") + ) + } + + // ----------------------------------- + // zuoraUpdate + + test("zuoraUpdate (monthly)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/monthly/subscription.json") + assertEquals( + SupporterPlus2024Migration.zuoraUpdate(subscription, LocalDate.of(2024, 9, 9), 10, 12, 1.27), + Right( + ZuoraSubscriptionUpdate( + add = List( + AddZuoraRatePlan( + productRatePlanId = "8a128ed885fc6ded018602296ace3eb8", + contractEffectiveDate = LocalDate.of(2024, 9, 9), + chargeOverrides = List( + ChargeOverride( + productRatePlanChargeId = "8a128ed885fc6ded018602296af13eba", // base plan charge Id + billingPeriod = "Month", + price = 12 + ), + ChargeOverride( + productRatePlanChargeId = "8a128d7085fc6dec01860234cd075270", // contribution charge Id + billingPeriod = "Month", + price = 0.0 + ) + ) + ) + ), + remove = List( + RemoveZuoraRatePlan( + ratePlanId = "8a12908b8dd07f56018de8f4950923b8", + contractEffectiveDate = LocalDate.of(2024, 9, 9) + ) + ), + currentTerm = None, + currentTermPeriodType = None + ) + ) + ) + } + test("zuoraUpdate (annual, without capping)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + assertEquals( + SupporterPlus2024Migration.zuoraUpdate(subscription, LocalDate.of(2024, 9, 9), 160, 200, 1.27), + Right( + ZuoraSubscriptionUpdate( + add = List( + AddZuoraRatePlan( + productRatePlanId = "8a128ed885fc6ded01860228f77e3d5a", + contractEffectiveDate = LocalDate.of(2024, 9, 9), + chargeOverrides = List( + ChargeOverride( + productRatePlanChargeId = "8a128ed885fc6ded01860228f7cb3d5f", + billingPeriod = "Annual", + price = 200.0 + ), + ChargeOverride( + productRatePlanChargeId = "8a12892d85fc6df4018602451322287f", + billingPeriod = "Annual", + price = 340.0 + ) + ) + ) + ), + remove = List( + RemoveZuoraRatePlan( + ratePlanId = "8a12820a8c0ff963018c2504ba045b2f", + contractEffectiveDate = LocalDate.of(2024, 9, 9) + ) + ), + currentTerm = None, + currentTermPeriodType = None + ) + ) + ) + } + test("zuoraUpdate (annual, with capping)") { + val subscription = Fixtures.subscriptionFromJson("Migrations/SupporterPlus2024/annual/subscription.json") + assertEquals( + SupporterPlus2024Migration.zuoraUpdate(subscription, LocalDate.of(2024, 9, 9), 150, 200, 1.27), + Right( + ZuoraSubscriptionUpdate( + add = List( + AddZuoraRatePlan( + productRatePlanId = "8a128ed885fc6ded01860228f77e3d5a", + contractEffectiveDate = LocalDate.of(2024, 9, 9), + chargeOverrides = List( + ChargeOverride( + productRatePlanChargeId = "8a128ed885fc6ded01860228f7cb3d5f", + billingPeriod = "Annual", + price = 190.5 + ), + ChargeOverride( + productRatePlanChargeId = "8a12892d85fc6df4018602451322287f", + billingPeriod = "Annual", + price = 340.0 + ) + ) + ) + ), + remove = List( + RemoveZuoraRatePlan( + ratePlanId = "8a12820a8c0ff963018c2504ba045b2f", + contractEffectiveDate = LocalDate.of(2024, 9, 9) + ) + ), + currentTerm = None, + currentTermPeriodType = None + ) + ) + ) + } +} diff --git a/lambda/src/test/scala/pricemigrationengine/model/CohortItemTest.scala b/lambda/src/test/scala/pricemigrationengine/model/CohortItemTest.scala new file mode 100644 index 000000000..c16bb41d7 --- /dev/null +++ b/lambda/src/test/scala/pricemigrationengine/model/CohortItemTest.scala @@ -0,0 +1,83 @@ +package pricemigrationengine.model + +import java.time.{Instant, LocalDate} + +class CohortItemTest extends munit.FunSuite { + test("calibration (1)") { + assertEquals( + LocalDate.of(2024, 9, 9) == LocalDate.of(2024, 9, 9), + true + ) + } + test("calibration (2)") { + // This tests shows that .isAfter is strict + assertEquals( + LocalDate.of(2024, 9, 9).isAfter(LocalDate.of(2024, 9, 9)), + false + ) + assertEquals( + LocalDate.of(2024, 9, 10).isAfter(LocalDate.of(2024, 9, 9)), + true + ) + } + test("CohortItem.isProcessable (other processingStage)") { + val item = CohortItem( + subscriptionName = "subscriptionName", + processingStage = CohortTableFilter.ReadyForEstimation, + doNotProcessUntil = None + ) + val today = LocalDate.of(2024, 9, 9) + assertEquals( + CohortItem.isProcessable(item, today), + true + ) + } + test("CohortItem.isProcessable (DoNotProcessUntil, with no date set)") { + val item = CohortItem( + subscriptionName = "subscriptionName", + processingStage = CohortTableFilter.DoNotProcessUntil, + doNotProcessUntil = None + ) + val today = LocalDate.of(2024, 9, 9) + val exception = intercept[Exception] { + CohortItem.isProcessable(item, today) + } + assertEquals(exception.getMessage.contains("(error: 588b7698)"), true) + } + test("CohortItem.isProcessable (DoNotProcessUntil, today before date)") { + val item = CohortItem( + subscriptionName = "subscriptionName", + processingStage = CohortTableFilter.DoNotProcessUntil, + doNotProcessUntil = Some(LocalDate.of(2024, 9, 10)) + ) + val today = LocalDate.of(2024, 9, 9) + assertEquals( + CohortItem.isProcessable(item, today), + false + ) + } + test("CohortItem.isProcessable (DoNotProcessUntil, today equals date)") { + val item = CohortItem( + subscriptionName = "subscriptionName", + processingStage = CohortTableFilter.DoNotProcessUntil, + doNotProcessUntil = Some(LocalDate.of(2024, 9, 10)) + ) + val today = LocalDate.of(2024, 9, 10) + assertEquals( + CohortItem.isProcessable(item, today), + true + ) + } + test("CohortItem.isProcessable (DoNotProcessUntil, today after date)") { + val item = CohortItem( + subscriptionName = "subscriptionName", + processingStage = CohortTableFilter.DoNotProcessUntil, + doNotProcessUntil = Some(LocalDate.of(2024, 9, 10)) + ) + val today = LocalDate.of(2024, 9, 11) + assertEquals( + CohortItem.isProcessable(item, today), + true + ) + } +} diff --git a/lambda/src/test/scala/pricemigrationengine/model/PriceCap.scala b/lambda/src/test/scala/pricemigrationengine/model/PriceCapTest.scala similarity index 99% rename from lambda/src/test/scala/pricemigrationengine/model/PriceCap.scala rename to lambda/src/test/scala/pricemigrationengine/model/PriceCapTest.scala index f3c6bdc67..8f1412dc5 100644 --- a/lambda/src/test/scala/pricemigrationengine/model/PriceCap.scala +++ b/lambda/src/test/scala/pricemigrationengine/model/PriceCapTest.scala @@ -4,7 +4,7 @@ import pricemigrationengine.model.PriceCap import java.time.LocalDate -class LegacyMigrationsTest extends munit.FunSuite { +class PriceCapTest extends munit.FunSuite { test("The price legacy capping function works correctly") { val oldPrice = BigDecimal(100)