Add Phase 7 GSTR-2B purchase intelligence
This commit is contained in:
A R R R Associates
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from __future__ import annotations
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import json
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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 AccountingGSTR2BImportBatch, AccountingGSTR2BPurchase
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from app.modules.accounting.gstr2b_service import (
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analyze_batch,
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batches_for_client,
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import_gstr2b,
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nature_lookup,
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purchases_for_client,
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review_purchase,
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)
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from app.modules.accounting.historical_learning_service import active_natures, ledger_mappings
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from app.modules.accounting.ledger_learning_service import available_tally_guids
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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/gstr2b", tags=["accounting-gstr2b-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
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if error:
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params["error"] = error[:180]
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return RedirectResponse(url="/tools/accounting/gstr2b?" + urlencode(params), status_code=303)
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@router.get("")
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def gstr2b_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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purchases = []
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mappings = []
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companies = []
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natures = []
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nature_by_id = {}
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selected_batch = None
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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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purchases = purchases_for_client(
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db, scope.tenant_id, selected.id,
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batch_id=selected_batch.id if selected_batch else None
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)
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mappings = ledger_mappings(
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db, scope.tenant_id, selected.id,
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selected_batch.tally_guid if selected_batch else ""
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)
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companies = available_tally_guids(db, scope.tenant_id, selected.id)
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natures = active_natures(db, scope.tenant_id)
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ids = []
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for row in purchases:
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ids.extend([row.suggested_nature_id, row.final_nature_id])
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nature_by_id = nature_lookup(db, ids)
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explanations = {}
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for row in purchases:
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try:
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explanations[row.id] = json.loads(row.suggestion_explanation_json or "[]")
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except Exception:
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explanations[row.id] = []
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return templates.TemplateResponse("modules/accounting/templates/accounting/gstr2b.html", {
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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": "GSTR-2B Purchase Intelligence",
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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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"purchases": purchases,
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"mappings": mappings,
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"tally_companies": companies,
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"natures": natures,
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"nature_by_id": nature_by_id,
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"explanations": explanations,
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"message": message,
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"error": error,
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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_gstr2b(
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request: Request,
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client_id: int = Form(...),
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tally_guid: str = Form(""),
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return_period: 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_gstr2b(
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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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return_period=return_period,
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filename=upload.filename or "gstr2b.xlsx",
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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 GSTR-2B 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.rows_imported} purchase document(s); "
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f"{batch.rows_skipped_duplicate} duplicate(s) and "
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f"{batch.rows_skipped_invalid} invalid row(s) skipped."
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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}/analyze")
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def analyze(
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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(AccountingGSTR2BImportBatch).where(
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AccountingGSTR2BImportBatch.id == batch_id,
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AccountingGSTR2BImportBatch.tenant_id == scope.tenant_id,
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AccountingGSTR2BImportBatch.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="GSTR-2B import batch was not found.")
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count = analyze_batch(db, batch)
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return _redirect(client_id, batch_id=batch.id, message=f"Analyzed {count} purchase 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("/purchase/{purchase_id}/review")
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def review(
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request: Request,
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purchase_id: int,
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client_id: int = Form(...),
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final_nature_id: int = Form(...),
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final_ledger_name: 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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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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row = 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 row:
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return _redirect(client_id, error="GSTR-2B purchase record was not found.")
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# If a ledger is selected, ensure it is one of the Phase 5 mappings for this nature/company.
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if final_ledger_name.strip():
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allowed = ledger_mappings(db, scope.tenant_id, client.id, row.tally_guid)
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valid = any(
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m.ledger_name == final_ledger_name.strip() and int(m.nature_id) == int(final_nature_id)
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for m in allowed
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)
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if not valid:
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return _redirect(
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client_id, batch_id=row.batch_id,
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error="Selected Tally ledger is not mapped to the selected accounting nature for this client/company."
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)
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review_purchase(
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db,
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row=row,
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final_nature_id=final_nature_id,
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final_ledger_name=final_ledger_name,
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user_id=user.id,
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)
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return _redirect(client_id, batch_id=row.batch_id, message=f"Invoice {row.invoice_number} reviewed and learned.")
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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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