Prepare ERP source for Gitea deployment

2026-06-20 15:01:44 +05:30
commit 5c75eb6bd9
450 changed files with 67698 additions and 0 deletions
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+from __future__ import annotations
+
+from decimal import Decimal
+from typing import Any
+from urllib.parse import quote
+
+from sqlalchemy import or_, select
+from sqlalchemy.orm import Session, selectinload
+
+from app.modules.billing.models import BillingInvoice, BillingInvoiceLine, BillingPayment
+from app.modules.billing.services import build_invoice_print_context, is_cashfree_ready, is_payumoney_ready, money
+
+CLIENT_VISIBLE_INVOICE_STATUSES = {"ISSUED", "PARTLY_PAID", "PAID", "OVERDUE"}
+
+
+def _client_ids(client_row: Any) -> tuple[int, int]:
+    """Return (tenant_id, client_id) from dict/row/model style client payload."""
+    if isinstance(client_row, dict):
+        return int(client_row.get("tenant_id") or 0), int(client_row.get("id") or 0)
+    return int(getattr(client_row, "tenant_id", 0) or 0), int(getattr(client_row, "id", 0) or 0)
+
+
+def list_client_portal_invoices(db: Session, client_row: Any, *, q: str = "", include_paid: bool = True, financial_year: str | None = None) -> list[BillingInvoice]:
+    tenant_id, client_id = _client_ids(client_row)
+    stmt = (
+        select(BillingInvoice)
+        .options(
+            selectinload(BillingInvoice.lines).selectinload(BillingInvoiceLine.service),
+            selectinload(BillingInvoice.payments),
+        )
+        .where(
+            BillingInvoice.tenant_id == tenant_id,
+            BillingInvoice.client_id == client_id,
+            BillingInvoice.status.in_(CLIENT_VISIBLE_INVOICE_STATUSES),
+        )
+    )
+    if not include_paid:
+        stmt = stmt.where(BillingInvoice.status != "PAID")
+    if financial_year and financial_year.upper() != "ALL":
+        stmt = stmt.where(BillingInvoice.financial_year == financial_year)
+    if q.strip():
+        term = f"%{q.strip()}%"
+        stmt = stmt.where(or_(BillingInvoice.invoice_no.ilike(term), BillingInvoice.invoice_title.ilike(term)))
+    return db.execute(stmt.order_by(BillingInvoice.invoice_date.desc(), BillingInvoice.id.desc())).scalars().unique().all()
+
+
+def get_client_portal_invoice(db: Session, client_row: Any, invoice_id: int, *, financial_year: str | None = None) -> BillingInvoice | None:
+    tenant_id, client_id = _client_ids(client_row)
+    stmt = (
+        select(BillingInvoice)
+        .options(
+            selectinload(BillingInvoice.client),
+            selectinload(BillingInvoice.lines).selectinload(BillingInvoiceLine.service),
+            selectinload(BillingInvoice.payments),
+        )
+        .where(
+            BillingInvoice.id == invoice_id,
+            BillingInvoice.tenant_id == tenant_id,
+            BillingInvoice.client_id == client_id,
+            BillingInvoice.status.in_(CLIENT_VISIBLE_INVOICE_STATUSES),
+        )
+    )
+    if financial_year and financial_year.upper() != "ALL":
+        stmt = stmt.where(BillingInvoice.financial_year == financial_year)
+    return db.execute(stmt).scalars().unique().one_or_none()
+
+
+def get_client_portal_payment(db: Session, client_row: Any, payment_id: int, *, financial_year: str | None = None) -> BillingPayment | None:
+    tenant_id, client_id = _client_ids(client_row)
+    stmt = (
+        select(BillingPayment)
+        .options(
+            selectinload(BillingPayment.invoice).selectinload(BillingInvoice.lines),
+            selectinload(BillingPayment.client),
+        )
+        .where(
+            BillingPayment.id == payment_id,
+            BillingPayment.tenant_id == tenant_id,
+            BillingPayment.client_id == client_id,
+            BillingPayment.status == "RECEIVED",
+        )
+    )
+    if financial_year and financial_year.upper() != "ALL":
+        stmt = stmt.where(BillingPayment.financial_year == financial_year)
+    return db.execute(stmt).scalars().unique().one_or_none()
+
+
+def build_client_billing_summary(db: Session, client_row: Any, *, financial_year: str | None = None) -> dict[str, Any]:
+    invoices = list_client_portal_invoices(db, client_row, include_paid=True, financial_year=financial_year)
+    open_invoices = [row for row in invoices if row.status in {"ISSUED", "PARTLY_PAID", "OVERDUE"} and money(row.balance_amount) > Decimal("0.00")]
+    paid_invoices = [row for row in invoices if row.status == "PAID"]
+    outstanding = sum((money(row.balance_amount) for row in open_invoices), Decimal("0.00"))
+    latest_invoice = invoices[0] if invoices else None
+    latest_due_invoice = open_invoices[0] if open_invoices else None
+    return {
+        "billing_invoices": invoices,
+        "billing_open_invoices": open_invoices,
+        "billing_paid_invoices": paid_invoices,
+        "billing_outstanding_amount": money(outstanding),
+        "billing_latest_invoice": latest_invoice,
+        "billing_latest_due_invoice": latest_due_invoice,
+        "billing_open_count": len(open_invoices),
+        "billing_paid_count": len(paid_invoices),
+        "billing_total_count": len(invoices),
+    }
+
+
+def build_client_payment_context(db: Session, invoice: BillingInvoice) -> dict[str, Any]:
+    invoice_ctx = build_invoice_print_context(db, invoice)
+    settings = invoice_ctx.get("settings")
+    amount_due = money(invoice.balance_amount)
+    firm_name = invoice_ctx.get("firm_name") or "Audit Firm"
+    upi_id = getattr(settings, "upi_id", None) if settings else None
+    upi_link = None
+    if upi_id and amount_due > Decimal("0.00"):
+        upi_link = (
+            "upi://pay?"
+            f"pa={quote(str(upi_id))}"
+            f"&pn={quote(str(firm_name))}"
+            f"&am={quote(str(amount_due))}"
+            "&cu=INR"
+            f"&tn={quote('Invoice ' + str(invoice.invoice_no))}"
+        )
+    return {
+        "invoice_ctx": invoice_ctx,
+        "amount_due": amount_due,
+        "upi_link": upi_link,
+        "upi_id": upi_id,
+        "bank_name": invoice_ctx.get("bank_name"),
+        "bank_account_name": invoice_ctx.get("bank_account_name"),
+        "bank_account_number": invoice_ctx.get("bank_account_number"),
+        "bank_ifsc": invoice_ctx.get("bank_ifsc"),
+        "payment_instructions": getattr(settings, "bank_details", None) if settings else None,
+        "payumoney_enabled": is_payumoney_ready(settings),
+        "payumoney_mode": getattr(settings, "payumoney_mode", "TEST") if settings else "TEST",
+        "cashfree_enabled": is_cashfree_ready(settings),
+        "cashfree_mode": getattr(settings, "cashfree_mode", "TEST") if settings else "TEST",
+    }