MPT-18440 AWS billing transfer: support PLS additional charge

helm/swo-extension-aws/charts/api/templates/configmap.yaml

@@ -53,3 +53,4 @@ data:
   EXT_PENDING_ORDERS_INFORMATION_REPORT_PAGE_ID: {{ .Values.global.PendingOrdersInformationReportPageId | quote }}
   EXT_CONFLUENCE_BASE_URL: {{ .Values.global.ConfluenceBaseUrl | quote }}
   EXT_CONFLUENCE_USER: {{ .Values.global.ConfluenceUser | quote }}
+  EXT_PLS_CHARGE_PERCENTAGE: {{ .Values.global.PlSChargePercentage | quote }}

helm/swo-extension-aws/charts/worker/templates/configmap.yaml

@@ -53,3 +53,4 @@ data:
   EXT_PENDING_ORDERS_INFORMATION_REPORT_PAGE_ID: {{ .Values.global.PendingOrdersInformationReportPageId | quote }}
   EXT_CONFLUENCE_BASE_URL: {{ .Values.global.ConfluenceBaseUrl | quote }}
   EXT_CONFLUENCE_USER: {{ .Values.global.ConfluenceUser | quote }}
+  EXT_PLS_CHARGE_PERCENTAGE: {{ .Values.global.PlSChargePercentage | quote }}

helm/swo-extension-aws/values.yaml

@@ -62,6 +62,7 @@ global:
   ConfluenceUser: default
   ConfluenceToken: ZGVmYXVsdA==
   ConfluenceBaseUrl: default
+  PlSChargePercentage: "5.0"
 
   cronjobs:
     order-querying:

swo_aws_extension/config.py

@@ -3,6 +3,8 @@
 
 from django.conf import settings
 
+DEFAULT_PLS_CHARGE_PERCENTAGE = 5.0
+
 
 class Config:
     """AWS extension configuration."""
@@ -196,6 +198,13 @@ def mpt_portal_base_url(self) -> str:
         """Get the base URL for the MPT Portal."""
         return settings.MPT_PORTAL_BASE_URL
 
+    @property
+    def pls_charge_percentage(self) -> float:
+        """Get the PLS charge percentage (defaults to 5.0)."""
+        return float(
+            settings.EXTENSION_CONFIG.get("PLS_CHARGE_PERCENTAGE", DEFAULT_PLS_CHARGE_PERCENTAGE),
+        )
+
     def _patch_path(self, file_path):
         """Fixes relative paths to be from the project root."""
         path = Path(file_path)

swo_aws_extension/flows/jobs/billing_journal/generators/agreement.py

@@ -1,9 +1,13 @@
 from mpt_extension_sdk.runtime.tracer import dynamic_trace_span
 
+from swo_aws_extension.constants import SupportTypesEnum
 from swo_aws_extension.flows.jobs.billing_journal.generators.invoice import InvoiceGenerator
 from swo_aws_extension.flows.jobs.billing_journal.generators.journal_line import (
     JournalLineGenerator,
 )
+from swo_aws_extension.flows.jobs.billing_journal.generators.pls_charge_manager import (
+    PlSChargeManager,
+)
 from swo_aws_extension.flows.jobs.billing_journal.generators.usage import (
     BaseOrganizationUsageGenerator,
 )
@@ -14,6 +18,7 @@
 )
 from swo_aws_extension.flows.jobs.billing_journal.models.usage import OrganizationUsageResult
 from swo_aws_extension.logger import get_logger
+from swo_aws_extension.parameters import get_support_type
 from swo_aws_extension.utils.decorators import with_log_context
 
 logger = get_logger(__name__)
@@ -30,6 +35,7 @@ def __init__(
         invoice_generator: InvoiceGenerator,
     ) -> None:
         self._authorization_currency = authorization_currency
+        self._pls_charge_percentage = context.pls_charge_percentage
         self._config = context.config
         self._mpt_client = context.mpt_client
         self._billing_period = context.billing_period
@@ -77,18 +83,22 @@ def run(self, agreement: dict) -> list[JournalLine]:
         )
 
         return self._generate_lines_for_accounts(
+            agreement,
             usage_result,
             journal_details,
             invoice_result.invoice,
         )
 
     def _generate_lines_for_accounts(
         self,
+        agreement: dict,
         usage_result: OrganizationUsageResult,
         journal_details: JournalDetails,
         organization_invoice,
     ) -> list[JournalLine]:
-        line_generator = JournalLineGenerator()
+        is_pls = get_support_type(agreement) == SupportTypesEnum.AWS_RESOLD_SUPPORT
+        line_generator = JournalLineGenerator(is_pls=is_pls)
+
         all_lines: list[JournalLine] = []
         for account_id, account_usage in usage_result.usage_by_account.items():
             all_lines.extend(
@@ -99,4 +109,16 @@ def _generate_lines_for_accounts(
                     organization_invoice,
                 )
             )
+
+        # If PLS is active, calculate and add the PLS charge line.
+        if is_pls:
+            all_lines.extend(
+                PlSChargeManager().process(
+                    self._pls_charge_percentage,
+                    usage_result,
+                    journal_details,
+                    organization_invoice,
+                )
+            )
+
         return all_lines

swo_aws_extension/flows/jobs/billing_journal/generators/currency.py

@@ -0,0 +1,20 @@
+from decimal import Decimal
+
+from swo_aws_extension.constants import DEC_ZERO
+from swo_aws_extension.flows.jobs.billing_journal.models.invoice import InvoiceEntity
+
+
+def resolve_service_amount(
+    amount: Decimal,
+    invoice_entity: InvoiceEntity | None,
+) -> Decimal:
+    """Calculate the service amount converted to the local payment currency."""
+    if not invoice_entity:
+        return amount
+
+    if invoice_entity.payment_currency_code == invoice_entity.base_currency_code:
+        return amount
+    if invoice_entity.exchange_rate <= DEC_ZERO:
+        return amount
+
+    return round(amount * invoice_entity.exchange_rate, 6)

swo_aws_extension/flows/jobs/billing_journal/generators/journal_line.py

@@ -1,9 +1,12 @@
 from swo_aws_extension.constants import AWSRecordTypeEnum
 from swo_aws_extension.flows.jobs.billing_journal.generators.line_processors.base import (
-    LineProcessor,
+    JournalLineProcessor,
 )
 from swo_aws_extension.flows.jobs.billing_journal.generators.line_processors.credit import (
-    CreditLineProcessor,
+    CreditJournalLineProcessor,
+)
+from swo_aws_extension.flows.jobs.billing_journal.generators.line_processors.marketplace import (
+    MarketplaceJournalLineProcessor,
 )
 from swo_aws_extension.flows.jobs.billing_journal.models.context import LineProcessorContext
 from swo_aws_extension.flows.jobs.billing_journal.models.invoice import OrganizationInvoice
@@ -17,25 +20,31 @@
 logger = get_logger(__name__)
 
 
-def _build_processor_registry() -> dict[str, LineProcessor]:
-    default = LineProcessor()
-    credit = CreditLineProcessor()
+def _build_processor_registry(*, is_pls: bool = False) -> dict[str, JournalLineProcessor]:
+    default = JournalLineProcessor()
+    credit = CreditJournalLineProcessor()
+    marketplace = MarketplaceJournalLineProcessor()
 
-    return {
+    registry = {
         AWSRecordTypeEnum.USAGE: default,
         AWSRecordTypeEnum.SUPPORT: default,
         AWSRecordTypeEnum.RECURRING: default,
         AWSRecordTypeEnum.SAVING_PLAN_RECURRING_FEE: default,
         AWSRecordTypeEnum.CREDIT: credit,
-        "MARKETPLACE": default,
+        "MARKETPLACE": marketplace,
     }
 
+    if is_pls:
+        registry.pop(AWSRecordTypeEnum.SUPPORT, None)
+
+    return registry
+
 
 class JournalLineGenerator:
     """Generates journal lines from account usage data using line processors."""
 
-    def __init__(self) -> None:
-        self._processors = _build_processor_registry()
+    def __init__(self, *, is_pls: bool = False) -> None:
+        self._processors = _build_processor_registry(is_pls=is_pls)
 
     def generate(
         self,

swo_aws_extension/flows/jobs/billing_journal/generators/line_processors/base.py

@@ -1,8 +1,8 @@
-from decimal import Decimal
-
 from swo_aws_extension.constants import DEC_ZERO
+from swo_aws_extension.flows.jobs.billing_journal.generators.currency import (
+    resolve_service_amount,
+)
 from swo_aws_extension.flows.jobs.billing_journal.models.context import LineProcessorContext
-from swo_aws_extension.flows.jobs.billing_journal.models.invoice import OrganizationInvoice
 from swo_aws_extension.flows.jobs.billing_journal.models.journal_line import (
     InvoiceDetails,
     JournalLine,
@@ -12,7 +12,7 @@
 ITEM_SKU = "AWS Usage"
 
 
-class LineProcessor:
+class JournalLineProcessor:
     """Base class for all line processors."""
 
     def __init__(
@@ -47,7 +47,8 @@ def _build_line(
         context: LineProcessorContext,
     ) -> JournalLine:
         service_name = f"{self._prefix_name}{metric.service_name}{self._suffix_name}"
-        service_amount = self._resolve_service_amount(metric, context.organization_invoice)
+        invoice_entity = context.organization_invoice.entities.get(metric.invoice_entity or "")
+        service_amount = resolve_service_amount(metric.amount, invoice_entity)
         invoice_details = InvoiceDetails(
             item_sku=ITEM_SKU,
             service_name=service_name,
@@ -57,20 +58,3 @@ def _build_line(
             invoice_id=metric.invoice_id or "invoice_id",
         )
         return JournalLine.build(ITEM_SKU, context.journal_details, invoice_details)
-
-    def _resolve_service_amount(
-        self,
-        metric: ServiceMetric,
-        organization_invoice: OrganizationInvoice,
-    ) -> Decimal:
-        invoice_entity_name = metric.invoice_entity or ""
-        invoice_entity = organization_invoice.entities.get(invoice_entity_name)
-        if not invoice_entity:
-            return metric.amount
-
-        if invoice_entity.payment_currency_code == invoice_entity.base_currency_code:
-            return metric.amount
-        if invoice_entity.exchange_rate <= DEC_ZERO:
-            return metric.amount
-
-        return round(metric.amount * invoice_entity.exchange_rate, 6)

swo_aws_extension/flows/jobs/billing_journal/generators/line_processors/credit.py

@@ -2,7 +2,7 @@
 
 from swo_aws_extension.constants import DEC_ZERO, AWSRecordTypeEnum
 from swo_aws_extension.flows.jobs.billing_journal.generators.line_processors.base import (
-    LineProcessor,
+    JournalLineProcessor,
 )
 from swo_aws_extension.flows.jobs.billing_journal.models.context import LineProcessorContext
 from swo_aws_extension.flows.jobs.billing_journal.models.journal_line import JournalLine
@@ -16,7 +16,7 @@
 )
 
 
-class CreditLineProcessor(LineProcessor):
+class CreditJournalLineProcessor(JournalLineProcessor):
     """Generates journal lines for Credit metrics.
 
     Always generates a credit line with the CREDIT prefix. When the principal invoice amount is
@@ -25,7 +25,7 @@ class CreditLineProcessor(LineProcessor):
 
     def __init__(self) -> None:
         super().__init__(prefix_name=CREDIT_PREFIX)
-        self._spp_processor = LineProcessor(
+        self._spp_processor = JournalLineProcessor(
             prefix_name=SPP_PREFIX,
             suffix_name=SPP_SUFFIX,
         )

swo_aws_extension/flows/jobs/billing_journal/generators/line_processors/marketplace.py

@@ -0,0 +1,33 @@
+from typing import override
+
+from swo_aws_extension.flows.jobs.billing_journal.generators.line_processors.base import (
+    JournalLineProcessor,
+)
+from swo_aws_extension.flows.jobs.billing_journal.models.context import LineProcessorContext
+from swo_aws_extension.flows.jobs.billing_journal.models.journal_line import JournalLine
+from swo_aws_extension.flows.jobs.billing_journal.models.usage import ServiceMetric
+
+TAX_SERVICE_NAME = "Tax"
+
+
+class MarketplaceJournalLineProcessor(JournalLineProcessor):
+    """Generates journal lines for Marketplace metrics, excluding Tax entries."""
+
+    @override
+    def process(
+        self,
+        metric: ServiceMetric,
+        context: LineProcessorContext,
+    ) -> list[JournalLine]:
+        """Process a marketplace metric, skipping Tax services.
+
+        Args:
+            metric: The service metric to process.
+            context: Shared context for the current account.
+
+        Returns:
+            List of journal lines (empty if metric is Tax or should be skipped).
+        """
+        if metric.service_name == TAX_SERVICE_NAME:
+            return []
+        return super().process(metric, context)

swo_aws_extension/flows/jobs/billing_journal/generators/pls_charge_manager.py

@@ -0,0 +1,91 @@
+from decimal import Decimal
+
+from swo_aws_extension.constants import (
+    DEC_ZERO,
+    AWSRecordTypeEnum,
+)
+from swo_aws_extension.flows.jobs.billing_journal.generators.currency import (
+    resolve_service_amount,
+)
+from swo_aws_extension.flows.jobs.billing_journal.models.invoice import OrganizationInvoice
+from swo_aws_extension.flows.jobs.billing_journal.models.journal_line import (
+    InvoiceDetails,
+    JournalDetails,
+    JournalLine,
+)
+from swo_aws_extension.flows.jobs.billing_journal.models.usage import (
+    OrganizationUsageResult,
+)
+from swo_aws_extension.logger import get_logger
+
+ITEM_SKU = "AWS Usage"
+logger = get_logger(__name__)
+
+
+class PlSChargeManager:
+    """Manager to calculate and generate SWO Enterprise Support for AWS (PLS) charges."""
+
+    def __init__(self) -> None:
+        self._service_name = "SWO Enterprise support for AWS"
+
+    def process(
+        self,
+        charge_percentage: Decimal,
+        usage_result: OrganizationUsageResult,
+        journal_details: JournalDetails,
+        organization_invoice: OrganizationInvoice,
+    ) -> list[JournalLine]:
+        """Process PLS charge and return journal lines.
+
+        Args:
+            charge_percentage: The PLS percentage scalar to compute the charge.
+            usage_result: The global organization usage result.
+            journal_details: Shared journal details containing the MPA ID.
+            organization_invoice: The organization invoice.
+
+        Returns:
+            List containing the PLS Charge journal line, if applicable.
+        """
+        principal_amount = organization_invoice.principal_invoice_amount
+        if principal_amount is None or principal_amount == DEC_ZERO:
+            return []
+
+        if charge_percentage <= DEC_ZERO:
+            return []
+
+        base_amount = self._calculate_base_amount(usage_result, organization_invoice)
+        if base_amount <= DEC_ZERO:
+            return []
+
+        charge_amount = self._calculate_charge_amount(base_amount, charge_percentage)
+
+        invoice_details = InvoiceDetails(
+            item_sku=ITEM_SKU,
+            service_name=self._service_name,
+            amount=charge_amount,
+            account_id=journal_details.mpa_id,
+            invoice_entity="",
+            invoice_id="invoice_id",
+        )
+        return [JournalLine.build(ITEM_SKU, journal_details, invoice_details)]
+
+    def _calculate_base_amount(
+        self,
+        usage_result: OrganizationUsageResult,
+        organization_invoice: OrganizationInvoice,
+    ) -> Decimal:
+        total = DEC_ZERO
+        for account_usage in usage_result.usage_by_account.values():
+            usage_metrics = list(account_usage.get_metrics_by_record_type(AWSRecordTypeEnum.USAGE))
+            total += sum(
+                resolve_service_amount(
+                    metric.amount,
+                    organization_invoice.entities.get(metric.invoice_entity or ""),
+                )
+                for metric in usage_metrics
+            )
+        return total
+
+    def _calculate_charge_amount(self, base_amount: Decimal, percentage: Decimal) -> Decimal:
+        charge = base_amount * (percentage / Decimal(100))
+        return round(charge, 6)