Add scope-aware subscriptions using existing registrations
This commit is contained in:
A R R R Associates
@@ -203,3 +203,50 @@ class ClientEngagementLetter(CommonBase):
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created_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), nullable=False)
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updated_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), onupdate=lambda: datetime.now(timezone.utc), nullable=False)
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class ClientBusinessUnit(CommonBase):
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__tablename__ = "client_business_units"
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__table_args__ = (
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UniqueConstraint("tenant_id", "client_id", "business_code", name="uq_cbu_tenant_client_code"),
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)
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id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
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tenant_id: Mapped[int] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False, index=True)
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client_id: Mapped[int] = mapped_column(ForeignKey("clients.id", ondelete="CASCADE"), nullable=False, index=True)
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business_code: Mapped[str] = mapped_column(String(50), nullable=False, index=True)
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business_name: Mapped[str] = mapped_column(String(200), nullable=False, index=True)
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trade_name: Mapped[str | None] = mapped_column(String(200), nullable=True)
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nature_of_business: Mapped[str | None] = mapped_column(String(200), nullable=True)
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is_primary: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False, index=True)
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is_active: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True, index=True)
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created_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id"), nullable=True)
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updated_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id"), nullable=True)
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created_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), nullable=False)
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updated_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), onupdate=lambda: datetime.now(timezone.utc), nullable=False)
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class ClientBranch(CommonBase):
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__tablename__ = "client_branches"
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__table_args__ = (
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UniqueConstraint("tenant_id", "business_unit_id", "branch_code", name="uq_cbranch_tenant_business_code"),
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)
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id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
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tenant_id: Mapped[int] = mapped_column(ForeignKey("tenants.id", ondelete="CASCADE"), nullable=False, index=True)
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client_id: Mapped[int] = mapped_column(ForeignKey("clients.id", ondelete="CASCADE"), nullable=False, index=True)
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business_unit_id: Mapped[int] = mapped_column(ForeignKey("client_business_units.id", ondelete="CASCADE"), nullable=False, index=True)
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branch_code: Mapped[str] = mapped_column(String(50), nullable=False, index=True)
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branch_name: Mapped[str] = mapped_column(String(200), nullable=False, index=True)
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branch_type: Mapped[str] = mapped_column(String(40), nullable=False, default="branch", index=True)
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address_line_1: Mapped[str | None] = mapped_column(String(255), nullable=True)
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address_line_2: Mapped[str | None] = mapped_column(String(255), nullable=True)
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city: Mapped[str | None] = mapped_column(String(100), nullable=True)
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state: Mapped[str | None] = mapped_column(String(100), nullable=True)
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pincode: Mapped[str | None] = mapped_column(String(20), nullable=True)
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is_primary: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False, index=True)
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is_active: Mapped[bool] = mapped_column(Boolean, nullable=False, default=True, index=True)
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created_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id"), nullable=True)
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updated_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("users.id"), nullable=True)
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created_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), nullable=False)
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updated_at_utc: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=lambda: datetime.now(timezone.utc), onupdate=lambda: datetime.now(timezone.utc), nullable=False)
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@@ -0,0 +1,202 @@
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from __future__ import annotations
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from fastapi import APIRouter, Form, Request
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from fastapi.responses import RedirectResponse
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from sqlalchemy import select
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from app.core.db.common import CommonSessionLocal
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from app.core.security.csrf import get_or_create_csrf_token, validate_csrf
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from app.core.security.session_auth import get_current_user
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from app.core.templating import templates
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from app.modules.clients.models import Client, ClientBusinessUnit, ClientBranch
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from app.modules.registrations.models import ClientRegistration, RegistrationType
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from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
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from app.modules.core.rbac.permission_guard import require_permission
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router = APIRouter(prefix="/clients", tags=["client-business-structure"])
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def _tenant_id(request, user):
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return int(request.session.get("active_tenant_id") or request.session.get("tenant_id") or user.tenant_id)
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def _load_client(db, tenant_id: int, client_id: int):
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return db.execute(select(Client).where(Client.id == client_id, Client.tenant_id == tenant_id)).scalar_one_or_none()
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def _context(request, db, user, **extra):
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data = {
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"request": request, "current_user": user,
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"current_user_roles": get_user_roles(db, user.id),
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"current_user_permissions": get_user_permissions(db, user.id),
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"csrf_token": get_or_create_csrf_token(request),
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}
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data.update(extra)
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return data
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@router.get("/{client_id}/business-structure")
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def business_structure_page(request: Request, client_id: int):
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db = CommonSessionLocal()
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try:
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user = get_current_user(request, db=db)
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if not user:
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return RedirectResponse("/login", 303)
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require_permission(db, user, "clients.view")
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client = _load_client(db, _tenant_id(request, user), client_id)
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if not client:
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return RedirectResponse("/clients", 303)
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businesses = db.execute(select(ClientBusinessUnit).where(
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ClientBusinessUnit.client_id == client.id
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).order_by(ClientBusinessUnit.is_active.desc(), ClientBusinessUnit.is_primary.desc(), ClientBusinessUnit.business_name)).scalars().all()
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branches = db.execute(select(ClientBranch).where(
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ClientBranch.client_id == client.id
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).order_by(ClientBranch.is_active.desc(), ClientBranch.is_primary.desc(), ClientBranch.branch_name)).scalars().all()
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registration_rows = db.execute(
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select(ClientRegistration, RegistrationType).join(
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RegistrationType, RegistrationType.id == ClientRegistration.registration_type_id
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).where(ClientRegistration.client_id == client.id).order_by(
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ClientRegistration.status, RegistrationType.code, ClientRegistration.registration_number
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)
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).all()
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registrations = [row[0] for row in registration_rows]
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registration_type_codes = {row[0].id: row[1].code for row in registration_rows}
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registration_types = db.execute(
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select(RegistrationType).where(RegistrationType.is_active.is_(True)).order_by(
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RegistrationType.sort_order, RegistrationType.name
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)
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).scalars().all()
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return templates.TemplateResponse(
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"modules/clients/templates/clients/business_structure.html",
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_context(request, db, user, title="Client Business Structure", client=client,
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businesses=businesses, branches=branches, registrations=registrations,
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registration_type_codes=registration_type_codes, registration_types=registration_types,
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can_edit="clients.edit" in set(get_user_permissions(db, user.id))),
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)
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finally:
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db.close()
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@router.post("/{client_id}/business-units")
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def add_business_unit(request: Request, client_id: int, business_code: str = Form(...),
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business_name: str = Form(...), trade_name: str = Form(""),
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nature_of_business: str = Form(""), is_primary: str | None = Form(None),
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csrf_token: str = Form(...)):
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validate_csrf(request, csrf_token)
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db = CommonSessionLocal()
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try:
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user = get_current_user(request, db=db); require_permission(db, user, "clients.edit")
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tenant_id = _tenant_id(request, user); client = _load_client(db, tenant_id, client_id)
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if not client: return RedirectResponse("/clients", 303)
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if is_primary:
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db.query(ClientBusinessUnit).filter_by(client_id=client.id).update({"is_primary": False})
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db.add(ClientBusinessUnit(
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tenant_id=tenant_id, client_id=client.id, business_code=business_code.strip().upper(),
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business_name=business_name.strip(), trade_name=trade_name.strip() or None,
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nature_of_business=nature_of_business.strip() or None, is_primary=bool(is_primary),
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is_active=True, created_by_user_id=user.id, updated_by_user_id=user.id,
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))
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db.commit()
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return RedirectResponse(f"/clients/{client_id}/business-structure", 303)
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finally:
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db.close()
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@router.post("/{client_id}/branches")
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def add_client_branch(request: Request, client_id: int, business_unit_id: int = Form(...),
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branch_code: str = Form(...), branch_name: str = Form(...),
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branch_type: str = Form("branch"), city: str = Form(""),
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state: str = Form(""), pincode: str = Form(""),
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is_primary: str | None = Form(None), csrf_token: str = Form(...)):
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validate_csrf(request, csrf_token)
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db = CommonSessionLocal()
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try:
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user = get_current_user(request, db=db); require_permission(db, user, "clients.edit")
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tenant_id = _tenant_id(request, user); client = _load_client(db, tenant_id, client_id)
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business = db.get(ClientBusinessUnit, business_unit_id)
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if not client or not business or business.client_id != client.id or business.tenant_id != tenant_id:
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return RedirectResponse("/clients", 303)
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if is_primary:
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db.query(ClientBranch).filter_by(business_unit_id=business.id).update({"is_primary": False})
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db.add(ClientBranch(
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tenant_id=tenant_id, client_id=client.id, business_unit_id=business.id,
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branch_code=branch_code.strip().upper(), branch_name=branch_name.strip(),
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branch_type=branch_type.strip() or "branch", city=city.strip() or None,
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state=state.strip() or None, pincode=pincode.strip() or None,
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is_primary=bool(is_primary), is_active=True,
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created_by_user_id=user.id, updated_by_user_id=user.id,
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))
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db.commit()
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return RedirectResponse(f"/clients/{client_id}/business-structure", 303)
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finally:
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db.close()
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@router.post("/{client_id}/registrations")
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def add_registration(request: Request, client_id: int, business_unit_id: str = Form(""),
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client_branch_id: str = Form(""), registration_type_id: int = Form(...),
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registration_number: str = Form(...), legal_name: str = Form(""),
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trade_name: str = Form(""), state: str = Form(""),
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csrf_token: str = Form(...)):
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validate_csrf(request, csrf_token)
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db = CommonSessionLocal()
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try:
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user = get_current_user(request, db=db); require_permission(db, user, "clients.edit")
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tenant_id = _tenant_id(request, user); client = _load_client(db, tenant_id, client_id)
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if not client: return RedirectResponse("/clients", 303)
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bu_id = int(business_unit_id) if business_unit_id else None
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br_id = int(client_branch_id) if client_branch_id else None
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if bu_id:
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business = db.get(ClientBusinessUnit, bu_id)
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if not business or business.client_id != client.id: return RedirectResponse(f"/clients/{client_id}/business-structure", 303)
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if br_id:
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branch = db.get(ClientBranch, br_id)
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if not branch or branch.client_id != client.id: return RedirectResponse(f"/clients/{client_id}/business-structure", 303)
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bu_id = branch.business_unit_id
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registration_type = db.get(RegistrationType, registration_type_id)
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if not registration_type or not registration_type.is_active:
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return RedirectResponse(f"/clients/{client_id}/business-structure", 303)
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db.add(ClientRegistration(
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tenant_id=tenant_id,
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branch_id=getattr(client, "branch_id", None),
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client_id=client.id,
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business_unit_id=bu_id,
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client_branch_id=br_id,
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registration_type_id=registration_type.id,
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registration_number=registration_number.strip().upper(),
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legal_name=legal_name.strip() or client.client_name,
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trade_name=trade_name.strip() or None,
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state=state.strip() or None,
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jurisdiction=state.strip() or None,
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status="active",
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primary_registration=False,
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responsible_party="firm",
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auto_create_task=True,
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created_by_user_id=user.id,
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))
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db.commit()
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return RedirectResponse(f"/clients/{client_id}/business-structure", 303)
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finally:
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db.close()
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@router.post("/{client_id}/business-structure/{entity}/{entity_id}/toggle")
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def toggle_scope_record(request: Request, client_id: int, entity: str, entity_id: int, csrf_token: str = Form(...)):
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validate_csrf(request, csrf_token)
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db = CommonSessionLocal()
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try:
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user = get_current_user(request, db=db); require_permission(db, user, "clients.edit")
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tenant_id = _tenant_id(request, user); client = _load_client(db, tenant_id, client_id)
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model = {"business": ClientBusinessUnit, "branch": ClientBranch, "registration": ClientRegistration}.get(entity)
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row = db.get(model, entity_id) if model else None
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if not client or not row or row.client_id != client.id or row.tenant_id != tenant_id:
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return RedirectResponse("/clients", 303)
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if entity == "registration":
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row.status = "inactive" if row.status in {"active", "valid", "registered"} else "active"
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else:
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row.is_active = not bool(row.is_active)
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row.updated_by_user_id = user.id
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db.commit()
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return RedirectResponse(f"/clients/{client_id}/business-structure", 303)
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finally:
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db.close()
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@@ -0,0 +1,77 @@
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{% extends "ui/templates/base/layout.html" %}
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{% block content %}
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<div class="space-y-6">
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<div class="flex flex-wrap items-center justify-between gap-3">
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<div><h2 class="text-xl font-semibold text-slate-900">{{ client.client_name }} — Business Structure</h2>
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<p class="text-sm text-slate-500">Maintain Business Units, Client Branches and statutory registrations under one PAN/legal client.</p></div>
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<a href="/clients/{{ client.id }}" class="rounded-xl border border-slate-300 px-4 py-2 text-sm">Back to Client</a>
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</div>
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{% if can_edit %}
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<div class="grid gap-5 xl:grid-cols-3">
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<form method="post" action="/clients/{{ client.id }}/business-units" class="rounded-2xl bg-white p-5 shadow-soft space-y-3">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<h3 class="font-semibold text-slate-900">Add Business Unit</h3>
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<input name="business_code" required placeholder="Business code" class="w-full rounded-xl border px-3 py-2 text-sm">
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<input name="business_name" required placeholder="Business unit name" class="w-full rounded-xl border px-3 py-2 text-sm">
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<input name="trade_name" placeholder="Trade name" class="w-full rounded-xl border px-3 py-2 text-sm">
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<input name="nature_of_business" placeholder="Nature of business" class="w-full rounded-xl border px-3 py-2 text-sm">
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<label class="flex gap-2 text-sm"><input type="checkbox" name="is_primary"> Primary Business Unit</label>
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<button class="rounded-xl bg-brand-600 px-4 py-2 text-sm text-white">Add Business Unit</button>
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</form>
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<form method="post" action="/clients/{{ client.id }}/branches" class="rounded-2xl bg-white p-5 shadow-soft space-y-3">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<h3 class="font-semibold text-slate-900">Add Client Branch</h3>
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<select name="business_unit_id" required class="w-full rounded-xl border px-3 py-2 text-sm">
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<option value="">Select Business Unit</option>
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{% for row in businesses if row.is_active %}<option value="{{ row.id }}">{{ row.business_name }}</option>{% endfor %}
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</select>
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<input name="branch_code" required placeholder="Branch code" class="w-full rounded-xl border px-3 py-2 text-sm">
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<input name="branch_name" required placeholder="Client Branch name" class="w-full rounded-xl border px-3 py-2 text-sm">
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<select name="branch_type" class="w-full rounded-xl border px-3 py-2 text-sm">
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<option value="head_office">Head Office</option><option value="branch">Branch</option>
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<option value="warehouse">Warehouse</option><option value="unit">Unit</option>
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</select>
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<div class="grid grid-cols-3 gap-2"><input name="city" placeholder="City" class="rounded-xl border px-3 py-2 text-sm"><input name="state" placeholder="State" class="rounded-xl border px-3 py-2 text-sm"><input name="pincode" placeholder="Pincode" class="rounded-xl border px-3 py-2 text-sm"></div>
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<label class="flex gap-2 text-sm"><input type="checkbox" name="is_primary"> Primary Branch</label>
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<button class="rounded-xl bg-brand-600 px-4 py-2 text-sm text-white">Add Client Branch</button>
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</form>
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<form method="post" action="/clients/{{ client.id }}/registrations" class="rounded-2xl bg-white p-5 shadow-soft space-y-3">
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<input type="hidden" name="csrf_token" value="{{ csrf_token }}">
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<h3 class="font-semibold text-slate-900">Add Registration</h3>
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<select name="business_unit_id" class="w-full rounded-xl border px-3 py-2 text-sm"><option value="">Client level / derive from Branch</option>{% for row in businesses if row.is_active %}<option value="{{ row.id }}">{{ row.business_name }}</option>{% endfor %}</select>
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<select name="client_branch_id" class="w-full rounded-xl border px-3 py-2 text-sm"><option value="">No Client Branch</option>{% for row in branches if row.is_active %}<option value="{{ row.id }}">{{ row.branch_name }}</option>{% endfor %}</select>
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<select name="registration_type_id" required class="w-full rounded-xl border px-3 py-2 text-sm">
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<option value="">Select Registration Type</option>
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{% for row in registration_types %}<option value="{{ row.id }}">{{ row.name }} ({{ row.code }})</option>{% endfor %}
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</select>
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<input name="registration_number" required placeholder="Registration number" class="w-full rounded-xl border px-3 py-2 text-sm">
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<input name="legal_name" placeholder="Legal name" class="w-full rounded-xl border px-3 py-2 text-sm">
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<input name="trade_name" placeholder="Trade / deductor unit name" class="w-full rounded-xl border px-3 py-2 text-sm">
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<input name="state" placeholder="State" class="w-full rounded-xl border px-3 py-2 text-sm">
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<button class="rounded-xl bg-brand-600 px-4 py-2 text-sm text-white">Add Registration</button>
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</form>
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</div>
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||||
{% endif %}
|
||||
|
||||
<section class="rounded-2xl bg-white shadow-soft overflow-hidden">
|
||||
<div class="border-b p-4 font-semibold">Business Units</div>
|
||||
<table class="min-w-full text-sm"><thead class="bg-slate-50"><tr><th class="p-3 text-left">Code</th><th class="p-3 text-left">Business Unit</th><th class="p-3 text-left">Trade Name</th><th class="p-3 text-left">Nature</th><th class="p-3">Status</th><th></th></tr></thead>
|
||||
<tbody>{% for row in businesses %}<tr class="border-t"><td class="p-3">{{ row.business_code }}</td><td class="p-3 font-medium">{{ row.business_name }}{% if row.is_primary %} <span class="text-xs text-brand-700">Primary</span>{% endif %}</td><td class="p-3">{{ row.trade_name or '-' }}</td><td class="p-3">{{ row.nature_of_business or '-' }}</td><td class="p-3 text-center">{{ 'Active' if row.is_active else 'Inactive' }}</td><td class="p-3">{% if can_edit %}<form method="post" action="/clients/{{ client.id }}/business-structure/business/{{ row.id }}/toggle"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><button class="text-xs text-brand-700">{{ 'Deactivate' if row.is_active else 'Activate' }}</button></form>{% endif %}</td></tr>{% else %}<tr><td colspan="6" class="p-6 text-center text-slate-500">No Business Units added.</td></tr>{% endfor %}</tbody></table>
|
||||
</section>
|
||||
|
||||
<section class="rounded-2xl bg-white shadow-soft overflow-hidden">
|
||||
<div class="border-b p-4 font-semibold">Client Branches</div>
|
||||
<table class="min-w-full text-sm"><thead class="bg-slate-50"><tr><th class="p-3 text-left">Code</th><th class="p-3 text-left">Client Branch</th><th class="p-3 text-left">Type</th><th class="p-3 text-left">Location</th><th class="p-3">Status</th><th></th></tr></thead>
|
||||
<tbody>{% for row in branches %}<tr class="border-t"><td class="p-3">{{ row.branch_code }}</td><td class="p-3 font-medium">{{ row.branch_name }}{% if row.is_primary %} <span class="text-xs text-brand-700">Primary</span>{% endif %}</td><td class="p-3">{{ row.branch_type|replace('_',' ')|title }}</td><td class="p-3">{{ row.city or '' }}{% if row.city and row.state %}, {% endif %}{{ row.state or '-' }}</td><td class="p-3 text-center">{{ 'Active' if row.is_active else 'Inactive' }}</td><td class="p-3">{% if can_edit %}<form method="post" action="/clients/{{ client.id }}/business-structure/branch/{{ row.id }}/toggle"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><button class="text-xs text-brand-700">{{ 'Deactivate' if row.is_active else 'Activate' }}</button></form>{% endif %}</td></tr>{% else %}<tr><td colspan="6" class="p-6 text-center text-slate-500">No Client Branches added.</td></tr>{% endfor %}</tbody></table>
|
||||
</section>
|
||||
|
||||
<section class="rounded-2xl bg-white shadow-soft overflow-hidden">
|
||||
<div class="border-b p-4 font-semibold">Registrations</div>
|
||||
<table class="min-w-full text-sm"><thead class="bg-slate-50"><tr><th class="p-3 text-left">Type</th><th class="p-3 text-left">Number</th><th class="p-3 text-left">Trade / Unit Name</th><th class="p-3 text-left">State</th><th class="p-3">Status</th><th></th></tr></thead>
|
||||
<tbody>{% for row in registrations %}<tr class="border-t"><td class="p-3">{{ registration_type_codes.get(row.id, "-") }}</td><td class="p-3 font-medium">{{ row.registration_number }}</td><td class="p-3">{{ row.trade_name or row.legal_name or '-' }}</td><td class="p-3">{{ row.state or '-' }}</td><td class="p-3 text-center">{{ row.status|replace('_',' ')|title }}</td><td class="p-3">{% if can_edit %}<form method="post" action="/clients/{{ client.id }}/business-structure/registration/{{ row.id }}/toggle"><input type="hidden" name="csrf_token" value="{{ csrf_token }}"><button class="text-xs text-brand-700">{{ 'Deactivate' if row.status in ['active','valid','registered'] else 'Activate' }}</button></form>{% endif %}</td></tr>{% else %}<tr><td colspan="6" class="p-6 text-center text-slate-500">No registrations added.</td></tr>{% endfor %}</tbody></table>
|
||||
</section>
|
||||
</div>
|
||||
{% endblock %}
|
||||
@@ -9,6 +9,7 @@
|
||||
|
||||
<div class="flex flex-wrap gap-3">
|
||||
{% if can_edit %}
|
||||
<a href="/clients/{{ row.id }}/business-structure" class="rounded-xl border border-emerald-300 px-4 py-2 text-sm font-medium text-emerald-700 hover:bg-emerald-50">Business Structure</a>
|
||||
<a href="/client-identity/clients/{{ row.id }}" class="rounded-xl border border-indigo-300 px-4 py-2 text-sm font-medium text-indigo-700 hover:bg-indigo-50">Portal Identity</a>
|
||||
<a href="/clients/{{ row.id }}/edit"
|
||||
class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">
|
||||
|
||||
Reference in New Issue
Block a user