Prepare ERP source for Gitea deployment
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A R R R Associates
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from __future__ import annotations
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import re
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from sqlalchemy import func, or_, select
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from sqlalchemy.orm import Session, selectinload
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from app.modules.core.tenancy.models import Branch
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from app.modules.services.models import (
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FirmServiceSelection,
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FirmServiceTaskTemplate,
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ServiceCatalogue,
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ServiceCategory,
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ServiceDefaultTaskTemplate,
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ServiceDueDateRule,
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)
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RECURRENCE_CHOICES = [
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("one_time", "One Time"),
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("monthly", "Monthly"),
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("quarterly", "Quarterly"),
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("yearly", "Yearly"),
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("event_based", "Event Based"),
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("custom", "Custom"),
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]
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ENGAGEMENT_TYPE_CHOICES = [
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("assurance", "Assurance"),
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("non_assurance", "Non-Assurance"),
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]
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VALID_ENGAGEMENT_TYPES = {value for value, _label in ENGAGEMENT_TYPE_CHOICES}
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def normalize_engagement_type(value: str | None) -> str:
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value = (value or "").strip().lower().replace("-", "_").replace(" ", "_")
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if value in {"assurance", "audit", "aud", "certification", "certificate", "attestation"}:
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return "assurance"
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if value in {"non_assurance", "nonassurance", "non_audit", "nonaudit", "non", "compliance", "consulting", "consultancy"}:
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return "non_assurance"
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return "non_assurance"
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def engagement_type_label(value: str | None) -> str:
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normalized = normalize_engagement_type(value)
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return "Assurance" if normalized == "assurance" else "Non-Assurance"
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def normalize_code(value: str) -> str:
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value = (value or "").strip().upper()
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value = re.sub(r"[^A-Z0-9]+", "-", value)
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value = re.sub(r"-+", "-", value).strip("-")
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return value
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def list_categories(db: Session, *, q: str = ""):
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query = select(ServiceCategory)
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if q.strip():
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term = f"%{q.strip()}%"
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query = query.where(or_(ServiceCategory.code.ilike(term), ServiceCategory.name.ilike(term)))
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return db.execute(query.order_by(ServiceCategory.sort_order.asc(), ServiceCategory.name.asc())).scalars().all()
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def get_category(db: Session, category_id: int) -> ServiceCategory | None:
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return db.execute(select(ServiceCategory).where(ServiceCategory.id == category_id)).scalar_one_or_none()
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def list_catalogue_payload(db: Session, *, q: str = "", category_id: int | None = None, recurrence_type: str = "", engagement_type: str = "", page: int = 1, per_page: int = 20):
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query = select(ServiceCatalogue).options(
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selectinload(ServiceCatalogue.service_category),
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selectinload(ServiceCatalogue.default_task_templates),
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selectinload(ServiceCatalogue.due_date_rules),
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)
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if q.strip():
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term = f"%{q.strip()}%"
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query = query.outerjoin(ServiceCategory, ServiceCategory.id == ServiceCatalogue.category_id).where(
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or_(
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ServiceCatalogue.service_code.ilike(term),
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ServiceCatalogue.service_name.ilike(term),
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ServiceCatalogue.category.ilike(term),
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ServiceCategory.name.ilike(term),
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)
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)
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if category_id:
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query = query.where(ServiceCatalogue.category_id == category_id)
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if recurrence_type.strip():
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query = query.where(ServiceCatalogue.recurrence_type == recurrence_type.strip())
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if engagement_type.strip():
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query = query.where(ServiceCatalogue.engagement_type == normalize_engagement_type(engagement_type))
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total = db.execute(select(func.count()).select_from(query.subquery())).scalar_one()
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rows = db.execute(
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query.order_by(ServiceCatalogue.sort_order.asc(), ServiceCatalogue.service_name.asc())
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.offset((page - 1) * per_page)
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.limit(per_page)
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).scalars().all()
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return {
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"rows": rows,
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"q": q,
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"category_id": category_id,
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"recurrence_type": recurrence_type,
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"engagement_type": engagement_type,
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"page": page,
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"per_page": per_page,
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"total": total,
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"pages": max(1, (total + per_page - 1) // per_page),
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}
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def list_firm_services_payload(db: Session, *, tenant_id: int, q: str = ""):
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query = (
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select(FirmServiceSelection, ServiceCatalogue, Branch)
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.join(ServiceCatalogue, ServiceCatalogue.id == FirmServiceSelection.service_catalogue_id)
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.outerjoin(Branch, Branch.id == FirmServiceSelection.default_branch_id)
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.where(
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FirmServiceSelection.tenant_id == tenant_id,
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FirmServiceSelection.is_enabled.is_(True),
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)
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)
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if q.strip():
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term = f"%{q.strip()}%"
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query = query.outerjoin(ServiceCategory, ServiceCategory.id == ServiceCatalogue.category_id).where(
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or_(
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ServiceCatalogue.service_code.ilike(term),
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ServiceCatalogue.service_name.ilike(term),
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ServiceCatalogue.category.ilike(term),
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ServiceCategory.name.ilike(term),
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)
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)
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rows = db.execute(query.order_by(ServiceCatalogue.sort_order.asc(), ServiceCatalogue.service_name.asc())).all()
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return [
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{"selection": selection, "catalogue": catalogue, "branch": branch}
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for selection, catalogue, branch in rows
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]
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def list_disabled_catalogues(db: Session, *, tenant_id: int, q: str = ""):
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enabled_subq = (
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select(FirmServiceSelection.service_catalogue_id)
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.where(
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FirmServiceSelection.tenant_id == tenant_id,
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FirmServiceSelection.is_enabled.is_(True),
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)
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)
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query = select(ServiceCatalogue).where(~ServiceCatalogue.id.in_(enabled_subq)).options(
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selectinload(ServiceCatalogue.service_category),
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selectinload(ServiceCatalogue.default_task_templates),
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selectinload(ServiceCatalogue.due_date_rules),
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)
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if q.strip():
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term = f"%{q.strip()}%"
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query = query.outerjoin(ServiceCategory, ServiceCategory.id == ServiceCatalogue.category_id).where(
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or_(
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ServiceCatalogue.service_code.ilike(term),
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ServiceCatalogue.service_name.ilike(term),
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ServiceCatalogue.category.ilike(term),
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ServiceCategory.name.ilike(term),
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)
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)
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return db.execute(query.order_by(ServiceCatalogue.sort_order.asc(), ServiceCatalogue.service_name.asc())).scalars().all()
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def get_catalogue(db: Session, catalogue_id: int) -> ServiceCatalogue | None:
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return db.execute(
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select(ServiceCatalogue)
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.options(
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selectinload(ServiceCatalogue.service_category),
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selectinload(ServiceCatalogue.default_task_templates),
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)
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.where(ServiceCatalogue.id == catalogue_id)
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).scalar_one_or_none()
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def get_firm_selection(db: Session, *, tenant_id: int, catalogue_id: int) -> FirmServiceSelection | None:
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return db.execute(
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select(FirmServiceSelection).where(
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FirmServiceSelection.tenant_id == tenant_id,
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FirmServiceSelection.service_catalogue_id == catalogue_id,
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)
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).scalar_one_or_none()
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def get_firm_task_templates(db: Session, *, tenant_id: int, catalogue_id: int):
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return db.execute(
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select(FirmServiceTaskTemplate)
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.where(
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FirmServiceTaskTemplate.tenant_id == tenant_id,
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FirmServiceTaskTemplate.service_catalogue_id == catalogue_id,
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)
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.order_by(FirmServiceTaskTemplate.sequence_no.asc(), FirmServiceTaskTemplate.id.asc())
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).scalars().all()
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def get_default_task_templates(db: Session, *, catalogue_id: int):
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return db.execute(
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select(ServiceDefaultTaskTemplate)
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.where(ServiceDefaultTaskTemplate.service_catalogue_id == catalogue_id)
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.order_by(ServiceDefaultTaskTemplate.sequence_no.asc(), ServiceDefaultTaskTemplate.id.asc())
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).scalars().all()
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def next_task_sequence(db: Session, *, tenant_id: int, catalogue_id: int) -> int:
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max_seq = db.execute(
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select(func.max(FirmServiceTaskTemplate.sequence_no)).where(
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FirmServiceTaskTemplate.tenant_id == tenant_id,
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FirmServiceTaskTemplate.service_catalogue_id == catalogue_id,
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)
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).scalar_one()
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return int(max_seq or 0) + 1
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def next_default_task_sequence(db: Session, *, catalogue_id: int) -> int:
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max_seq = db.execute(
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select(func.max(ServiceDefaultTaskTemplate.sequence_no)).where(
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ServiceDefaultTaskTemplate.service_catalogue_id == catalogue_id,
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)
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).scalar_one()
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return int(max_seq or 0) + 1
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def get_firm_task_template(
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db: Session,
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*,
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tenant_id: int,
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catalogue_id: int,
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task_id: int,
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) -> FirmServiceTaskTemplate | None:
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return db.execute(
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select(FirmServiceTaskTemplate).where(
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FirmServiceTaskTemplate.id == task_id,
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FirmServiceTaskTemplate.tenant_id == tenant_id,
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FirmServiceTaskTemplate.service_catalogue_id == catalogue_id,
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)
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).scalar_one_or_none()
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def get_default_task_template(
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db: Session,
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*,
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catalogue_id: int,
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task_id: int,
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) -> ServiceDefaultTaskTemplate | None:
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return db.execute(
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select(ServiceDefaultTaskTemplate).where(
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ServiceDefaultTaskTemplate.id == task_id,
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ServiceDefaultTaskTemplate.service_catalogue_id == catalogue_id,
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)
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).scalar_one_or_none()
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