Write the refunded invoice status, and keep nexus measurement intact

app/Billing/Invoicing/InvoiceOperations.php

@@ -12,6 +12,7 @@
 use App\Billing\Seller\SellerCatalog;
 use App\Billing\Support\WeightedAllocator;
 use App\Billing\Tax\TaxContextFactory;
+use App\Models\CreditNote;
 use App\Models\Invoice;
 use App\Models\InvoiceLine;
 use App\Models\Organization;
@@ -86,8 +87,43 @@ public function refund(Invoice $invoice, ?int $netMinor, RefundReason $reason, s
             : RefundRequest::partial($actionId, $invoice->organization_id, $engineInvoice, Money::ofMinor($netMinor, $invoice->currency), $reason, $at, $invoice->gateway_reference);
 
         // The refunder's ledger post, refund-record save and CreditNoteIssued listener
-        // (which writes the durable credit note) all commit together.
-        return $this->db->transaction(fn (): Refund => $this->refunder->refund($request));
+        // (which writes the durable credit note) all commit together — and, once the credit
+        // notes cover the invoice, so does the status transition to Refunded.
+        return $this->db->transaction(function () use ($request, $invoice): Refund {
+            $refund = $this->refunder->refund($request);
+
+            $this->settleRefundedStatus($invoice);
+
+            return $refund;
+        });
+    }
+
+    /**
+     * Move a fully-reversed invoice to {@see InvoiceStatus::Refunded}.
+     *
+     * `Refunded` existed in the enum and was assigned NOWHERE in the app: its only other
+     * appearance was the approval preview, which showed the operator `status → refunded` before
+     * they approved. The refund then executed and left the invoice `paid`, so the console
+     * promised a transition the code never performed.
+     *
+     * Cumulative, not per-refund: several partial refunds that together cover the invoice leave
+     * it as fully reversed just as a single full one does. A partial refund correctly leaves the
+     * invoice `Paid` — it *is* still paid, with part reversed, and the credit notes carry the
+     * detail.
+     */
+    private function settleRefundedStatus(Invoice $invoice): void
+    {
+        if ($invoice->status === InvoiceStatus::Refunded) {
+            return;
+        }
+
+        $refunded = (int) CreditNote::query()
+            ->where('invoice_id', $invoice->id)
+            ->sum('gross_minor');
+
+        if ($refunded >= $invoice->total_minor && $invoice->total_minor > 0) {
+            $invoice->forceFill(['status' => InvoiceStatus::Refunded])->save();
+        }
     }
 
     public function markPaid(Invoice $invoice, ?string $reference): void

app/Billing/Nexus/InvoiceSalesLedger.php

@@ -167,7 +167,17 @@ private function platformActivity(SubdivisionCode $state, Carbon $windowStart, C
 
         $base = Invoice::query()
             ->where('seller', $this->sellers->default()->id)
-            ->whereIn('status', [InvoiceStatus::Open, InvoiceStatus::Paid])
+            // `Refunded` is counted, deliberately. Until the refund path started writing that
+            // status, a fully-reversed invoice stayed `Paid` and was measured here; dropping it
+            // now would silently REDUCE measured sales as a side effect of an unrelated fix.
+            //
+            // Counting it is also the safer reading: most post-Wayfair thresholds are stated on
+            // GROSS sales, and the two errors are not symmetric — over-counting prompts a
+            // registration the seller may not strictly need, while under-counting misses one
+            // they do, which is back taxes plus penalties. Where a state permits netting
+            // returns, that is a per-state refinement to make against the dataset's own rules,
+            // not a blanket exclusion to assume here.
+            ->whereIn('status', [InvoiceStatus::Open, InvoiceStatus::Paid, InvoiceStatus::Refunded])
             ->where('issued_at', '>=', $windowStart)
             ->where('issued_at', '<', $windowEnd)
             ->whereIn('organization_id', $organizationIds);

tests/Feature/InvoiceLifecycleConsoleTest.php

@@ -218,4 +218,32 @@ public function test_credit_note_shows_on_invoice_and_in_the_list(): void
         $this->withSession($this->session)->get('/credit-notes/'.$note->id)
             ->assertOk()->assertSee($invoice->number);
     }
+
+    public function test_a_full_refund_leaves_the_invoice_in_the_status_the_approval_preview_promised(): void
+    {
+        $invoice = $this->invoicedOrg('org_refund_full');
+        $invoice->forceFill(['status' => 'paid', 'paid_at' => now()])->save();
+
+        $this->withSession($this->session)->post('/invoices/'.$invoice->id.'/refund', [
+            'mode' => 'full', 'reason' => 'goodwill', 'idempotency_key' => 'k-full-status',
+        ])->assertRedirect()->assertSessionHas('status');
+
+        // RefundInvoiceAction's approval preview shows the operator `status -> refunded` before
+        // they approve. Before this, the refund executed and the invoice stayed `paid`, so the
+        // console promised a transition the code never performed.
+        $this->assertSame(InvoiceStatus::Refunded, $invoice->refresh()->status);
+    }
+
+    public function test_a_partial_refund_leaves_the_invoice_paid(): void
+    {
+        $invoice = $this->invoicedOrg('org_refund_part');
+        $invoice->forceFill(['status' => 'paid', 'paid_at' => now()])->save();
+
+        $this->withSession($this->session)->post('/invoices/'.$invoice->id.'/refund', [
+            'mode' => 'partial', 'amount' => '10.00', 'reason' => 'goodwill', 'idempotency_key' => 'k-part-status',
+        ])->assertRedirect()->assertSessionHas('status');
+
+        // Still paid — it IS paid, with part reversed; the credit note carries the detail.
+        $this->assertSame(InvoiceStatus::Paid, $invoice->refresh()->status);
+    }
 }