Add Phase 14 sales and income foundation
This commit is contained in:
A R R R Associates
@@ -0,0 +1,209 @@
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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 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.sales_service import import_sales_file, list_sales, review_sales
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from app.modules.accounting.sales_taxonomy import sales_income_natures
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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(
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prefix="/tools/accounting/sales-income",
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tags=["accounting-sales-income-ui"],
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)
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def _go(client_id=0, message="", error="", **filters):
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query = {}
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if client_id:
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query["client_id"] = client_id
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if message:
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query["message"] = message[:300]
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if error:
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query["error"] = error[:300]
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for key, value in filters.items():
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if value not in (None, "", "all"):
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query[key] = value
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return RedirectResponse(
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"/tools/accounting/sales-income" + ("?" + urlencode(query) if query else ""),
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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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status: str = "all",
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customer: str = "",
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period: str = "",
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page: int = 1,
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per_page: int = 25,
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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, denied = _require_partner(request, db, "accounting.learning.view")
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if denied:
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return denied
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clients, scope = _visible_clients(db, request, user)
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selected = next(
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(client for client in clients if client_id and int(client.id) == int(client_id)),
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None,
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)
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rows = []
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total = 0
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pages = 1
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if selected:
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rows, total, page, pages = list_sales(
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db,
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tenant_id=scope.tenant_id,
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client_id=selected.id,
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status=status,
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customer=customer,
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period=period,
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page=page,
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per_page=per_page,
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)
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return templates.TemplateResponse(
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"modules/accounting/templates/accounting/sales_income.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": "Sales & Income",
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"clients": clients,
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"selected_client": selected,
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"rows": rows,
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"total": total,
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"page": page,
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"pages": pages,
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"per_page": per_page,
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"status_filter": status,
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"customer_filter": customer,
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"period_filter": period,
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"natures": sales_income_natures(db, scope.tenant_id),
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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("/import")
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async def import_file(
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request: Request,
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client_id: int = Form(...),
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source_type: str = Form("outward_import"),
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csrf_token: str = Form(...),
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file: UploadFile = File(...),
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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, denied = _require_partner(request, db, "accounting.learning.manage")
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if denied:
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return denied
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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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return _go(error="Client is not visible.")
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payload = await file.read()
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if not payload:
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raise ValueError("Uploaded Sales & Income file is empty.")
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if len(payload) > 25 * 1024 * 1024:
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raise ValueError("Sales & Income import file exceeds the 25 MB limit.")
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result = import_sales_file(
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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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filename=file.filename or "sales.xlsx",
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payload=payload,
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user_id=user.id,
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source_type=(source_type or "outward_import").strip()[:30],
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)
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return _go(
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client.id,
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message=(
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f"Imported {result['inserted']} sales/income row(s); "
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f"{result['duplicates']} duplicate(s) skipped."
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),
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)
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except Exception as exc:
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db.rollback()
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return _go(client_id, error=str(exc))
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finally:
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db.close()
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@router.post("/{row_id}/review")
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def review(
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request: Request,
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row_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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review_note: str = Form(""),
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status: str = Form("all"),
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customer: str = Form(""),
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period: str = Form(""),
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page: int = Form(1),
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per_page: int = Form(25),
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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, denied = _require_partner(request, db, "accounting.learning.manage")
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if denied:
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return denied
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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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return _go(error="Client is not visible.")
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review_sales(
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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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row_id=row_id,
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final_nature_id=final_nature_id,
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final_ledger_name=final_ledger_name,
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review_note=review_note,
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user_id=user.id,
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)
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return _go(
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client.id,
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message="Sales / income accounting treatment reviewed.",
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status=status,
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customer=customer,
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period=period,
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page=page,
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per_page=per_page,
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)
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except Exception as exc:
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db.rollback()
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return _go(
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client_id,
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error=str(exc),
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status=status,
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customer=customer,
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period=period,
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page=page,
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per_page=per_page,
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)
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finally:
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db.close()
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