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mirror of https://github.com/bitwarden/server.git synced 2025-07-12 21:27:35 -05:00

[PM-21092] Set tax exemption to reverse charge for non-US business-use customers (#5812)

* Set automatic tax to enabled and tax exempt to reverse where applicable when ff is on

* Fix and add tests

* Run dotnet format

* Run dotnet format

* PM-21745: Resolve defect

* PM-21770: Resolve defect

* Run dotnet format'
This commit is contained in:
Alex Morask
2025-05-19 14:53:48 -04:00
committed by GitHub
parent a07cce26f3
commit 7b3e2a80f4
21 changed files with 846 additions and 601 deletions

View File

@ -8,13 +8,10 @@ using Bit.Core.Billing.Constants;
using Bit.Core.Billing.Extensions;
using Bit.Core.Billing.Pricing;
using Bit.Core.Billing.Services;
using Bit.Core.Billing.Tax.Services;
using Bit.Core.Billing.Tax.Services.Implementations;
using Bit.Core.Enums;
using Bit.Core.Exceptions;
using Bit.Core.Repositories;
using Bit.Core.Services;
using Microsoft.Extensions.DependencyInjection;
using Stripe;
namespace Bit.Commercial.Core.AdminConsole.Providers;
@ -24,7 +21,6 @@ public class RemoveOrganizationFromProviderCommand : IRemoveOrganizationFromProv
private readonly IEventService _eventService;
private readonly IMailService _mailService;
private readonly IOrganizationRepository _organizationRepository;
private readonly IOrganizationService _organizationService;
private readonly IProviderOrganizationRepository _providerOrganizationRepository;
private readonly IStripeAdapter _stripeAdapter;
private readonly IFeatureService _featureService;
@ -32,26 +28,22 @@ public class RemoveOrganizationFromProviderCommand : IRemoveOrganizationFromProv
private readonly ISubscriberService _subscriberService;
private readonly IHasConfirmedOwnersExceptQuery _hasConfirmedOwnersExceptQuery;
private readonly IPricingClient _pricingClient;
private readonly IAutomaticTaxStrategy _automaticTaxStrategy;
public RemoveOrganizationFromProviderCommand(
IEventService eventService,
IMailService mailService,
IOrganizationRepository organizationRepository,
IOrganizationService organizationService,
IProviderOrganizationRepository providerOrganizationRepository,
IStripeAdapter stripeAdapter,
IFeatureService featureService,
IProviderBillingService providerBillingService,
ISubscriberService subscriberService,
IHasConfirmedOwnersExceptQuery hasConfirmedOwnersExceptQuery,
IPricingClient pricingClient,
[FromKeyedServices(AutomaticTaxFactory.BusinessUse)] IAutomaticTaxStrategy automaticTaxStrategy)
IPricingClient pricingClient)
{
_eventService = eventService;
_mailService = mailService;
_organizationRepository = organizationRepository;
_organizationService = organizationService;
_providerOrganizationRepository = providerOrganizationRepository;
_stripeAdapter = stripeAdapter;
_featureService = featureService;
@ -59,7 +51,6 @@ public class RemoveOrganizationFromProviderCommand : IRemoveOrganizationFromProv
_subscriberService = subscriberService;
_hasConfirmedOwnersExceptQuery = hasConfirmedOwnersExceptQuery;
_pricingClient = pricingClient;
_automaticTaxStrategy = automaticTaxStrategy;
}
public async Task RemoveOrganizationFromProvider(
@ -77,7 +68,7 @@ public class RemoveOrganizationFromProviderCommand : IRemoveOrganizationFromProv
if (!await _hasConfirmedOwnersExceptQuery.HasConfirmedOwnersExceptAsync(
providerOrganization.OrganizationId,
Array.Empty<Guid>(),
[],
includeProvider: false))
{
throw new BadRequestException("Organization must have at least one confirmed owner.");
@ -102,7 +93,7 @@ public class RemoveOrganizationFromProviderCommand : IRemoveOrganizationFromProv
/// <summary>
/// When a client organization is unlinked from a provider, we have to check if they're Stripe-enabled
/// and, if they are, we remove their MSP discount and set their Subscription to `send_invoice`. This is because
/// the provider's payment method will be removed from their Stripe customer causing ensuing charges to fail. Lastly,
/// the provider's payment method will be removed from their Stripe customer, causing ensuing charges to fail. Lastly,
/// we email the organization owners letting them know they need to add a new payment method.
/// </summary>
private async Task ResetOrganizationBillingAsync(
@ -142,15 +133,18 @@ public class RemoveOrganizationFromProviderCommand : IRemoveOrganizationFromProv
Items = [new SubscriptionItemOptions { Price = plan.PasswordManager.StripeSeatPlanId, Quantity = organization.Seats }]
};
if (_featureService.IsEnabled(FeatureFlagKeys.PM19147_AutomaticTaxImprovements))
var setNonUSBusinessUseToReverseCharge = _featureService.IsEnabled(FeatureFlagKeys.PM21092_SetNonUSBusinessUseToReverseCharge);
if (setNonUSBusinessUseToReverseCharge)
{
_automaticTaxStrategy.SetCreateOptions(subscriptionCreateOptions, customer);
subscriptionCreateOptions.AutomaticTax = new SubscriptionAutomaticTaxOptions { Enabled = true };
}
else
else if (customer.HasRecognizedTaxLocation())
{
subscriptionCreateOptions.AutomaticTax ??= new SubscriptionAutomaticTaxOptions
subscriptionCreateOptions.AutomaticTax = new SubscriptionAutomaticTaxOptions
{
Enabled = true
Enabled = customer.Address.Country == "US" ||
customer.TaxIds.Any()
};
}
@ -187,7 +181,7 @@ public class RemoveOrganizationFromProviderCommand : IRemoveOrganizationFromProv
await _mailService.SendProviderUpdatePaymentMethod(
organization.Id,
organization.Name,
provider.Name,
provider.Name!,
organizationOwnerEmails);
}
}

View File

@ -18,7 +18,6 @@ using Bit.Core.Billing.Services;
using Bit.Core.Billing.Services.Contracts;
using Bit.Core.Billing.Tax.Models;
using Bit.Core.Billing.Tax.Services;
using Bit.Core.Billing.Tax.Services.Implementations;
using Bit.Core.Enums;
using Bit.Core.Exceptions;
using Bit.Core.Models.Business;
@ -27,7 +26,6 @@ using Bit.Core.Services;
using Bit.Core.Settings;
using Braintree;
using CsvHelper;
using Microsoft.Extensions.DependencyInjection;
using Microsoft.Extensions.Logging;
using Stripe;
@ -52,8 +50,7 @@ public class ProviderBillingService(
ISetupIntentCache setupIntentCache,
IStripeAdapter stripeAdapter,
ISubscriberService subscriberService,
ITaxService taxService,
[FromKeyedServices(AutomaticTaxFactory.BusinessUse)] IAutomaticTaxStrategy automaticTaxStrategy)
ITaxService taxService)
: IProviderBillingService
{
public async Task AddExistingOrganization(
@ -128,7 +125,7 @@ public class ProviderBillingService(
/*
* We have to scale the provider's seats before the ProviderOrganization
* row is inserted so the added organization's seats don't get double counted.
* row is inserted so the added organization's seats don't get double-counted.
*/
await ScaleSeats(provider, organization.PlanType, organization.Seats!.Value);
@ -236,7 +233,7 @@ public class ProviderBillingService(
var providerCustomer = await subscriberService.GetCustomerOrThrow(provider, new CustomerGetOptions
{
Expand = ["tax_ids"]
Expand = ["tax", "tax_ids"]
});
var providerTaxId = providerCustomer.TaxIds.FirstOrDefault();
@ -284,6 +281,13 @@ public class ProviderBillingService(
]
};
var setNonUSBusinessUseToReverseCharge = featureService.IsEnabled(FeatureFlagKeys.PM21092_SetNonUSBusinessUseToReverseCharge);
if (setNonUSBusinessUseToReverseCharge && providerCustomer.Address is not { Country: "US" })
{
customerCreateOptions.TaxExempt = StripeConstants.TaxExempt.Reverse;
}
var customer = await stripeAdapter.CustomerCreateAsync(customerCreateOptions);
organization.GatewayCustomerId = customer.Id;
@ -520,6 +524,13 @@ public class ProviderBillingService(
}
};
var setNonUSBusinessUseToReverseCharge = featureService.IsEnabled(FeatureFlagKeys.PM21092_SetNonUSBusinessUseToReverseCharge);
if (setNonUSBusinessUseToReverseCharge && taxInfo.BillingAddressCountry != "US")
{
options.TaxExempt = StripeConstants.TaxExempt.Reverse;
}
if (!string.IsNullOrEmpty(taxInfo.TaxIdNumber))
{
var taxIdType = taxService.GetStripeTaxCode(
@ -531,6 +542,7 @@ public class ProviderBillingService(
logger.LogWarning("Could not infer tax ID type in country '{Country}' with tax ID '{TaxID}'.",
taxInfo.BillingAddressCountry,
taxInfo.TaxIdNumber);
throw new BadRequestException("billingTaxIdTypeInferenceError");
}
@ -718,14 +730,21 @@ public class ProviderBillingService(
TrialPeriodDays = trialPeriodDays
};
if (featureService.IsEnabled(FeatureFlagKeys.PM19147_AutomaticTaxImprovements))
{
automaticTaxStrategy.SetCreateOptions(subscriptionCreateOptions, customer);
}
else
var setNonUSBusinessUseToReverseCharge =
featureService.IsEnabled(FeatureFlagKeys.PM21092_SetNonUSBusinessUseToReverseCharge);
if (setNonUSBusinessUseToReverseCharge)
{
subscriptionCreateOptions.AutomaticTax = new SubscriptionAutomaticTaxOptions { Enabled = true };
}
else if (customer.HasRecognizedTaxLocation())
{
subscriptionCreateOptions.AutomaticTax = new SubscriptionAutomaticTaxOptions
{
Enabled = customer.Address.Country == "US" ||
customer.TaxIds.Any()
};
}
try
{