Add Phase 8 E-Invoice and E-Way Bill purchase enrichment
This commit is contained in:
A R R R Associates
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from __future__ import annotations
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from urllib.parse import urlencode
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from fastapi import APIRouter, File, Form, Request, UploadFile
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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.templating import templates
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from app.modules.accounting.gstr2b_models import AccountingGSTR2BPurchase
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from app.modules.accounting.gstr2b_service import purchases_for_client
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from app.modules.accounting.ledger_learning_service import available_tally_guids
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from app.modules.accounting.purchase_enrichment_models import (
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AccountingPurchaseEnrichmentBatch,
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AccountingPurchaseEnrichmentRecord,
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)
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from app.modules.accounting.purchase_enrichment_service import (
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batches_for_client,
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import_enrichment,
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items_for_records,
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manually_link_record,
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records_for_batch,
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rematch_batch,
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unlink_record,
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)
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from app.modules.accounting.ui import _find_visible_client, _require_partner, _visible_clients
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from app.modules.core.rbac.deps import get_user_permissions, get_user_roles
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router = APIRouter(prefix="/tools/accounting/purchase-enrichment", tags=["accounting-purchase-enrichment-ui"])
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def _redirect(client_id: int, *, batch_id: int | None = None, message: str = "", error: str = ""):
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params = {"client_id": client_id}
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if batch_id:
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params["batch_id"] = batch_id
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if message:
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params["message"] = message[:220]
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if error:
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params["error"] = error[:220]
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return RedirectResponse(
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url="/tools/accounting/purchase-enrichment?" + urlencode(params),
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status_code=303,
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)
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@router.get("")
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def page(
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request: Request,
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client_id: int | None = None,
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batch_id: int | None = None,
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message: str = "",
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error: str = "",
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):
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db = CommonSessionLocal()
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try:
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user, response = _require_partner(request, db, "accounting.learning.view")
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if response:
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return response
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clients, scope = _visible_clients(db, request, user)
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selected = next((c for c in clients if client_id and int(c.id) == int(client_id)), None)
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batches = []
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selected_batch = None
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records = []
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items = {}
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gstr2b_rows = []
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gstr2b_by_id = {}
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companies = []
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if selected:
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batches = batches_for_client(db, scope.tenant_id, selected.id)
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selected_batch = next((b for b in batches if batch_id and b.id == batch_id), None)
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if not selected_batch and batches:
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selected_batch = batches[0]
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if selected_batch:
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records = records_for_batch(db, selected_batch.id)
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items = items_for_records(db, [r.id for r in records])
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gstr2b_rows = purchases_for_client(db, scope.tenant_id, selected.id, limit=500)
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gstr2b_by_id = {r.id: r for r in gstr2b_rows}
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companies = available_tally_guids(db, scope.tenant_id, selected.id)
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return templates.TemplateResponse(
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"modules/accounting/templates/accounting/purchase_enrichment.html",
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{
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"request": request,
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"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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"title": "E-Invoice / E-Way Bill Enrichment",
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"clients": clients,
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"selected_client": selected,
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"batches": batches,
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"selected_batch": selected_batch,
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"records": records,
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"items_by_record": items,
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"gstr2b_rows": gstr2b_rows,
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"gstr2b_by_id": gstr2b_by_id,
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"tally_companies": companies,
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"message": message,
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"error": error,
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},
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)
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finally:
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db.close()
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@router.post("/upload")
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async def upload(
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request: Request,
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client_id: int = Form(...),
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source_type: str = Form(...),
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source_period: str = Form(""),
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tally_guid: str = Form(""),
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upload: UploadFile = File(...),
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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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db = CommonSessionLocal()
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try:
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user, response = _require_partner(request, db, "accounting.learning.manage")
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if response:
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return response
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client, _, scope = _find_visible_client(db, request, user, client_id)
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if not client:
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from app.core.http_responses import ui_access_denied
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return ui_access_denied()
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content = await upload.read()
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batch, duplicate_file = import_enrichment(
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db,
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tenant_id=scope.tenant_id,
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client_id=client.id,
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tally_guid=tally_guid,
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source_type=source_type,
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source_period=source_period,
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filename=upload.filename or "source.json",
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content=content,
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user_id=user.id,
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)
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if duplicate_file:
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msg = f"This exact {source_type.replace('_', ' ')} file was already imported as batch #{batch.id}."
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else:
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msg = (
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f"Imported {batch.records_imported} document(s): "
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f"{batch.records_linked} linked, {batch.records_unmatched} unmatched, "
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f"{batch.records_ambiguous} ambiguous, {batch.records_duplicate} duplicate(s)."
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)
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return _redirect(client.id, batch_id=batch.id, message=msg)
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except Exception as exc:
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db.rollback()
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return _redirect(client_id, error=str(exc))
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finally:
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db.close()
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@router.post("/batch/{batch_id}/rematch")
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def rematch(
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request: Request,
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batch_id: int,
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client_id: int = 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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db = CommonSessionLocal()
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try:
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user, response = _require_partner(request, db, "accounting.learning.manage")
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if response:
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return response
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client, _, scope = _find_visible_client(db, request, user, client_id)
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if not client:
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from app.core.http_responses import ui_access_denied
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return ui_access_denied()
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batch = db.execute(select(AccountingPurchaseEnrichmentBatch).where(
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AccountingPurchaseEnrichmentBatch.id == batch_id,
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AccountingPurchaseEnrichmentBatch.tenant_id == scope.tenant_id,
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AccountingPurchaseEnrichmentBatch.client_id == client.id,
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)).scalar_one_or_none()
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if not batch:
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return _redirect(client_id, error="Enrichment batch was not found.")
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count = rematch_batch(db, batch)
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return _redirect(client_id, batch_id=batch.id, message=f"Re-matched {count} enrichment document(s).")
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except Exception as exc:
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db.rollback()
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return _redirect(client_id, batch_id=batch_id, error=str(exc))
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finally:
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db.close()
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@router.post("/record/{record_id}/link")
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def manual_link(
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request: Request,
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record_id: int,
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client_id: int = Form(...),
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purchase_id: int = 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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db = CommonSessionLocal()
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try:
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user, response = _require_partner(request, db, "accounting.learning.manage")
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if response:
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return response
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client, _, scope = _find_visible_client(db, request, user, client_id)
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if not client:
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from app.core.http_responses import ui_access_denied
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return ui_access_denied()
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record = db.execute(select(AccountingPurchaseEnrichmentRecord).where(
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AccountingPurchaseEnrichmentRecord.id == record_id,
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AccountingPurchaseEnrichmentRecord.tenant_id == scope.tenant_id,
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AccountingPurchaseEnrichmentRecord.client_id == client.id,
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)).scalar_one_or_none()
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purchase = db.execute(select(AccountingGSTR2BPurchase).where(
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AccountingGSTR2BPurchase.id == purchase_id,
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AccountingGSTR2BPurchase.tenant_id == scope.tenant_id,
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AccountingGSTR2BPurchase.client_id == client.id,
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)).scalar_one_or_none()
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if not record or not purchase:
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return _redirect(client_id, error="Record or GSTR-2B purchase was not found.")
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manually_link_record(db, record, purchase)
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return _redirect(client_id, batch_id=record.batch_id, message=f"Linked to GSTR-2B invoice {purchase.invoice_number}.")
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except Exception as exc:
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db.rollback()
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return _redirect(client_id, error=str(exc))
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finally:
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db.close()
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@router.post("/record/{record_id}/unlink")
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def manual_unlink(
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request: Request,
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record_id: int,
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client_id: int = 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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db = CommonSessionLocal()
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try:
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user, response = _require_partner(request, db, "accounting.learning.manage")
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if response:
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return response
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client, _, scope = _find_visible_client(db, request, user, client_id)
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if not client:
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from app.core.http_responses import ui_access_denied
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return ui_access_denied()
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record = db.execute(select(AccountingPurchaseEnrichmentRecord).where(
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AccountingPurchaseEnrichmentRecord.id == record_id,
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AccountingPurchaseEnrichmentRecord.tenant_id == scope.tenant_id,
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AccountingPurchaseEnrichmentRecord.client_id == client.id,
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)).scalar_one_or_none()
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if not record:
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return _redirect(client_id, error="Enrichment record was not found.")
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batch_id = record.batch_id
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unlink_record(db, record)
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return _redirect(client_id, batch_id=batch_id, message="Enrichment source was unlinked.")
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except Exception as exc:
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db.rollback()
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return _redirect(client_id, error=str(exc))
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finally:
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db.close()
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