Void unattached invoice items when churning a tenant

backend/migrations/0001_init.sql

@@ -69,6 +69,7 @@ CREATE TABLE IF NOT EXISTS invoice_item (
   amount INTEGER NOT NULL,
   description TEXT NOT NULL DEFAULT '',
   created_at INTEGER NOT NULL,
+  voided_at INTEGER,
   FOREIGN KEY (invoice_id) REFERENCES invoice(id),
   FOREIGN KEY (tenant_pubkey) REFERENCES tenant(pubkey)
 );
@@ -116,7 +117,7 @@ CREATE INDEX IF NOT EXISTS idx_invoice_open ON invoice (tenant_pubkey, created_a
 
 CREATE INDEX IF NOT EXISTS idx_invoice_item_invoice ON invoice_item (invoice_id);
 
-CREATE INDEX IF NOT EXISTS idx_invoice_item_outstanding ON invoice_item (tenant_pubkey) WHERE invoice_id IS NULL;
+CREATE INDEX IF NOT EXISTS idx_invoice_item_outstanding ON invoice_item (tenant_pubkey) WHERE invoice_id IS NULL AND voided_at IS NULL;
 
 -- At most one line item per billable activity to ensure no double-billing.
 CREATE UNIQUE INDEX IF NOT EXISTS idx_invoice_item_activity ON invoice_item (activity_id);

backend/src/billing.rs

@@ -203,6 +203,7 @@ impl Billing {
             amount,
             description: description.to_string(),
             created_at: activity.created_at,
+            voided_at: None,
         }))
     }
 
@@ -249,6 +250,7 @@ impl Billing {
             amount,
             description,
             created_at: activity.created_at,
+            voided_at: None,
         }))
     }
 
@@ -291,6 +293,7 @@ impl Billing {
                 amount: plan.amount,
                 description: "Subscription renewal".to_string(),
                 created_at: period.start,
+                voided_at: None,
             });
         }
 

backend/src/command.rs

@@ -355,7 +355,7 @@ pub async fn create_invoice(tenant: &Tenant, period: &BillingPeriod) -> Result<O
     with_tx(async |tx| {
         let total = sqlx::query_scalar::<_, i64>(
             "SELECT COALESCE(SUM(amount), 0) FROM invoice_item
-             WHERE tenant_pubkey = ? AND invoice_id IS NULL",
+             WHERE tenant_pubkey = ? AND invoice_id IS NULL AND voided_at IS NULL",
         )
         .bind(&tenant.pubkey)
         .fetch_one(&mut **tx)
@@ -369,7 +369,7 @@ pub async fn create_invoice(tenant: &Tenant, period: &BillingPeriod) -> Result<O
 
         sqlx::query(
             "UPDATE invoice_item SET invoice_id = ?
-             WHERE tenant_pubkey = ? AND invoice_id IS NULL",
+             WHERE tenant_pubkey = ? AND invoice_id IS NULL AND voided_at IS NULL",
         )
         .bind(&invoice.id)
         .bind(&tenant.pubkey)
@@ -665,8 +665,8 @@ async fn insert_invoice_item_tx(
 ) -> Result<()> {
     sqlx::query(
         "INSERT INTO invoice_item
-            (id, invoice_id, activity_id, tenant_pubkey, relay_id, plan_id, amount, description, created_at)
-         VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)",
+            (id, invoice_id, activity_id, tenant_pubkey, relay_id, plan_id, amount, description, created_at, voided_at)
+         VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)",
     )
     .bind(&item.id)
     .bind(&item.invoice_id)
@@ -677,6 +677,7 @@ async fn insert_invoice_item_tx(
     .bind(item.amount)
     .bind(&item.description)
     .bind(item.created_at)
+    .bind(item.voided_at)
     .execute(&mut **tx)
     .await?;
     Ok(())
@@ -704,8 +705,12 @@ async fn mark_invoice_paid_tx(
     Ok(())
 }
 
-/// Void all of a tenant's open invoices, forgiving the balance — used when a
-/// tenant churns or re-activates, so old debt never has to be collected.
+/// Void all of a tenant's open invoices and unpaid line items, forgiving the
+/// balance — used when a tenant churns or re-activates, so old debt never has to
+/// be collected. Voiding the items too (both outstanding ones and those on the
+/// just-voided invoices) keeps a credit from bleeding into a future invoice and
+/// lets a re-billed period start from a clean ledger. Items on a paid invoice are
+/// left untouched.
 async fn void_open_invoices_tx(
     tx: &mut Transaction<'_, Sqlite>,
     tenant_pubkey: &str,
@@ -720,6 +725,20 @@ async fn void_open_invoices_tx(
     .bind(tenant_pubkey)
     .execute(&mut **tx)
     .await?;
+
+    // Run after voiding the invoices above, so the `paid_at IS NULL` subquery
+    // catches their now-voided items along with the still-outstanding ones.
+    sqlx::query(
+        "UPDATE invoice_item SET voided_at = ?
+         WHERE tenant_pubkey = ? AND voided_at IS NULL
+           AND (invoice_id IS NULL OR invoice_id IN (
+               SELECT id FROM invoice WHERE paid_at IS NULL
+           ))",
+    )
+    .bind(voided_at)
+    .bind(tenant_pubkey)
+    .execute(&mut **tx)
+    .await?;
     Ok(())
 }
 

backend/src/models.rs

@@ -154,6 +154,10 @@ pub struct InvoiceItem {
     pub amount: i64,
     pub description: String,
     pub created_at: i64,
+    /// Set when the item is forgiven — the tenant churned or reactivated — so it
+    /// is never billed or carried into a later invoice; `None` while live. Applies
+    /// whether or not the item has been claimed onto an invoice.
+    pub voided_at: Option<i64>,
 }
 
 #[derive(Debug, Clone, Serialize, Deserialize, sqlx::FromRow)]

backend/src/query.rs

@@ -165,7 +165,7 @@ pub async fn list_invoice_items_for_invoice(invoice_id: &str) -> Result<Vec<Invo
 pub async fn list_unbilled_invoice_items(tenant_pubkey: &str) -> Result<Vec<InvoiceItem>> {
     Ok(sqlx::query_as::<_, InvoiceItem>(
         "SELECT * FROM invoice_item
-         WHERE tenant_pubkey = ? AND invoice_id IS NULL
+         WHERE tenant_pubkey = ? AND invoice_id IS NULL AND voided_at IS NULL
          ORDER BY created_at ASC",
     )
     .bind(tenant_pubkey)

frontend/src/lib/api.ts

@@ -133,6 +133,7 @@ export type InvoiceItem = {
   amount: number
   description: string
   created_at: number
+  voided_at: number | null
 }
 
 export type Bolt11 = {