Add bulk client registration addition
This commit is contained in:
A R R R Associates
@@ -3,11 +3,12 @@ from datetime import date
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from fastapi import APIRouter, Form, Request
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from fastapi.responses import HTMLResponse, RedirectResponse
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from sqlalchemy import or_, select
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from sqlalchemy.exc import IntegrityError
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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
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from app.modules.clients.models import Client, ClientBusinessUnit, ClientBranch
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from app.modules.consultants.models import ConsultantProfile
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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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@@ -81,6 +82,319 @@ async def create_doc_template(request:Request,registration_type_id:int=Form(...)
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user=_user(request,db);validate_csrf(request,csrf_token);require_permission(db,user,"clients.edit")
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db.add(RegistrationDocumentTemplate(tenant_id=_tenant(request,user),registration_type_id=registration_type_id,action_type=action_type,document_name=document_name.strip(),description=description or None,mandatory=mandatory));db.commit();return RedirectResponse('/registrations/masters',303)
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@router.get("/bulk", response_class=HTMLResponse)
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def bulk_registration_page(
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request: Request,
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created: int = 0,
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skipped: int = 0,
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invalid: int = 0,
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):
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with CommonSessionLocal() as db:
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user = _user(request, 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.edit")
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seed_registration_types(db)
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tenant_id = _tenant(request, user)
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branch_id = _branch(request, user)
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clients_query = select(Client).where(
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Client.tenant_id == tenant_id,
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Client.is_active.is_(True),
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)
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if branch_id:
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clients_query = clients_query.where(Client.branch_id == branch_id)
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clients = db.execute(
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clients_query.order_by(Client.client_name, Client.client_code)
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).scalars().all()
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client_ids = [row.id for row in clients]
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business_units = []
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client_branches = []
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if client_ids:
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business_units = db.execute(
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select(ClientBusinessUnit).where(
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ClientBusinessUnit.tenant_id == tenant_id,
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ClientBusinessUnit.client_id.in_(client_ids),
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ClientBusinessUnit.is_active.is_(True),
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).order_by(
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ClientBusinessUnit.client_id,
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ClientBusinessUnit.is_primary.desc(),
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ClientBusinessUnit.business_name,
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)
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).scalars().all()
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client_branches = db.execute(
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select(ClientBranch).where(
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ClientBranch.tenant_id == tenant_id,
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ClientBranch.client_id.in_(client_ids),
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ClientBranch.is_active.is_(True),
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).order_by(
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ClientBranch.client_id,
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ClientBranch.is_primary.desc(),
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ClientBranch.branch_name,
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)
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).scalars().all()
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businesses_by_client: dict[int, list[ClientBusinessUnit]] = {}
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for row in business_units:
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businesses_by_client.setdefault(row.client_id, []).append(row)
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branches_by_client: dict[int, list[ClientBranch]] = {}
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for row in client_branches:
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branches_by_client.setdefault(row.client_id, []).append(row)
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types = db.execute(
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select(RegistrationType).where(
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RegistrationType.is_active.is_(True)
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).order_by(RegistrationType.sort_order, RegistrationType.name)
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).scalars().all()
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rules = db.execute(
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select(RegistrationLifecycleRule, RegistrationType).join(
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RegistrationType,
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RegistrationType.id == RegistrationLifecycleRule.registration_type_id,
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).where(
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or_(
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RegistrationLifecycleRule.tenant_id.is_(None),
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RegistrationLifecycleRule.tenant_id == tenant_id,
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),
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RegistrationLifecycleRule.is_active.is_(True),
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).order_by(RegistrationType.name, RegistrationLifecycleRule.id)
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).all()
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consultants = db.execute(
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select(ConsultantProfile).where(
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ConsultantProfile.tenant_id == tenant_id,
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ConsultantProfile.is_active.is_(True),
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)
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).scalars().all()
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return templates.TemplateResponse(
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"modules/registrations/templates/registrations/bulk.html",
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_ctx(
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request,
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user,
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db,
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title="Bulk Registration Addition",
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clients=clients,
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businesses_by_client=businesses_by_client,
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branches_by_client=branches_by_client,
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types=types,
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rules=rules,
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consultants=consultants,
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created=created,
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skipped=skipped,
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invalid=invalid,
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),
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)
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@router.post("/bulk")
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async def bulk_registration_submit(
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request: Request,
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client_ids: list[int] = Form([]),
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registration_type_id: int = Form(...),
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default_scope: str = Form("client"),
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jurisdiction: str = Form(""),
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state_code: str = Form(""),
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issue_date: str = Form(""),
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effective_from: str = Form(""),
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valid_until: str = Form(""),
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next_action_date: str = Form(""),
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lifecycle_rule_id: str = Form(""),
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responsible_party: str = Form("firm"),
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assigned_consultant_id: str = Form(""),
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auto_create_task: bool = Form(False),
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notes: str = Form(""),
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csrf_token: str = Form(...),
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):
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validate_csrf(request, csrf_token)
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with CommonSessionLocal() as db:
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user = _user(request, 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.edit")
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tenant_id = _tenant(request, user)
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branch_id = _branch(request, user)
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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("/registrations/bulk?invalid=1", 303)
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selected_ids = list(dict.fromkeys(int(value) for value in client_ids))
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if not selected_ids:
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return RedirectResponse("/registrations/bulk?invalid=1", 303)
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clients_query = select(Client).where(
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Client.tenant_id == tenant_id,
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Client.id.in_(selected_ids),
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Client.is_active.is_(True),
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)
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if branch_id:
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clients_query = clients_query.where(Client.branch_id == branch_id)
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permitted_clients = db.execute(clients_query).scalars().all()
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clients_by_id = {row.id: row for row in permitted_clients}
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form = await request.form()
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created = 0
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skipped = 0
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invalid = 0
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for client_id in selected_ids:
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client = clients_by_id.get(client_id)
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if not client:
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invalid += 1
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continue
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registration_number = (
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str(form.get(f"registration_number_{client_id}", ""))
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.strip()
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.upper()
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)
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if not registration_number:
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invalid += 1
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continue
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business_unit_id = None
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client_branch_id = None
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raw_business_id = str(
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form.get(f"business_unit_id_{client_id}", "")
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).strip()
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raw_branch_id = str(
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form.get(f"client_branch_id_{client_id}", "")
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).strip()
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if raw_business_id:
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business = db.get(ClientBusinessUnit, int(raw_business_id))
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if (
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not business
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or business.tenant_id != tenant_id
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or business.client_id != client.id
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or not business.is_active
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):
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invalid += 1
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continue
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business_unit_id = business.id
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if raw_branch_id:
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client_branch = db.get(ClientBranch, int(raw_branch_id))
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if (
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not client_branch
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or client_branch.tenant_id != tenant_id
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or client_branch.client_id != client.id
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or not client_branch.is_active
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):
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invalid += 1
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continue
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client_branch_id = client_branch.id
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business_unit_id = client_branch.business_unit_id
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if default_scope == "primary_business" and not business_unit_id:
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business = db.execute(
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select(ClientBusinessUnit).where(
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ClientBusinessUnit.tenant_id == tenant_id,
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ClientBusinessUnit.client_id == client.id,
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ClientBusinessUnit.is_active.is_(True),
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).order_by(
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ClientBusinessUnit.is_primary.desc(),
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ClientBusinessUnit.id,
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)
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).scalars().first()
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if not business:
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invalid += 1
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continue
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business_unit_id = business.id
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if default_scope == "primary_branch" and not client_branch_id:
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client_branch = db.execute(
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select(ClientBranch).where(
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ClientBranch.tenant_id == tenant_id,
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ClientBranch.client_id == client.id,
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ClientBranch.is_active.is_(True),
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).order_by(
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ClientBranch.is_primary.desc(),
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ClientBranch.id,
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)
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).scalars().first()
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if not client_branch:
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invalid += 1
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continue
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client_branch_id = client_branch.id
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business_unit_id = client_branch.business_unit_id
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existing = db.execute(
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select(ClientRegistration).where(
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ClientRegistration.tenant_id == tenant_id,
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ClientRegistration.registration_type_id == registration_type.id,
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ClientRegistration.registration_number == registration_number,
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)
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).scalar_one_or_none()
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if existing:
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skipped += 1
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continue
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legal_name = str(form.get(f"legal_name_{client_id}", "")).strip()
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trade_name = str(form.get(f"trade_name_{client_id}", "")).strip()
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row_state = str(form.get(f"state_{client_id}", "")).strip()
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db.add(
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ClientRegistration(
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tenant_id=tenant_id,
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branch_id=client.branch_id,
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client_id=client.id,
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business_unit_id=business_unit_id,
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client_branch_id=client_branch_id,
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registration_type_id=registration_type.id,
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registration_number=registration_number,
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legal_name=legal_name or client.client_name,
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trade_name=trade_name or client.trade_name or None,
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state=row_state or client.state or None,
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jurisdiction=jurisdiction.strip() or row_state or client.state or None,
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state_code=state_code.strip().upper() or None,
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issue_date=_d(issue_date),
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effective_from=_d(effective_from),
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valid_until=_d(valid_until),
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next_action_date=_d(next_action_date),
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lifecycle_rule_id=int(lifecycle_rule_id) if lifecycle_rule_id else None,
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responsible_party=responsible_party,
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assigned_user_id=client.partner_id,
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assigned_consultant_id=(
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int(assigned_consultant_id)
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if assigned_consultant_id
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else None
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),
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auto_create_task=auto_create_task,
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status="active",
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notes=notes.strip() or None,
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created_by_user_id=user.id,
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)
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)
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try:
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db.flush()
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except IntegrityError:
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db.rollback()
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skipped += 1
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continue
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created += 1
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db.commit()
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run_registration_lifecycle_once(db)
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return RedirectResponse(
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f"/registrations/bulk?created={created}&skipped={skipped}&invalid={invalid}",
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status_code=303,
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)
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@router.get("/clients/{client_id}",response_class=HTMLResponse)
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def client_register(request:Request,client_id:int):
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with CommonSessionLocal() as db:
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