feat(accounting): add invoice preparation workflow

This commit is contained in:
Schubert Ferenc 2026-07-05 13:41:33 +02:00
parent ffffb68898
commit 46eeaa1f2e
17 changed files with 519 additions and 44 deletions

View file

@ -64,6 +64,8 @@ def can_read_activity(action: str, permissions: set[str]) -> bool:
return "inventory.read" in permissions
if action.startswith("lexware."):
return "lexware.read" in permissions
if action.startswith("accounting."):
return "lexware.read" in permissions
if action.startswith("audit_logs."):
return "audit_logs.read" in permissions
if action.startswith("auth."):

View file

@ -8,6 +8,7 @@ from app.core.rbac import get_user_permission_names, require_permission
from app.db.database import get_db
from app.models.rbac import Role
from app.models.audit import AuditLog
from app.models.lexware import LexwareSyncRecord
from app.models.user import User
from app.repositories.customer_repository import CustomerRepository
from app.repositories.inventory_repository import InventoryRepository
@ -85,6 +86,34 @@ def get_dashboard_summary(
MetricCard(label="Heute zurückgenommene KV", value=RepairEstimateRepository.count_revoked_today(db)),
])
if "lexware.read" in permissions:
repairs.extend([
MetricCard(
label="Vorbereitete Rechnungen",
value=db.scalar(
select(func.count(LexwareSyncRecord.id))
.where(LexwareSyncRecord.lexware_resource_type == "invoice")
.where(LexwareSyncRecord.export_status == "prepared")
) or 0,
),
MetricCard(
label="An Buchhaltung übergeben",
value=db.scalar(
select(func.count(LexwareSyncRecord.id))
.where(LexwareSyncRecord.lexware_resource_type == "invoice")
.where(LexwareSyncRecord.export_status == "transferred")
) or 0,
),
MetricCard(
label="Noch nicht übertragen",
value=db.scalar(
select(func.count(LexwareSyncRecord.id))
.where(LexwareSyncRecord.lexware_resource_type == "invoice")
.where(LexwareSyncRecord.export_status == "prepared")
) or 0,
),
])
if "inventory.read" in permissions:
inventory = [
MetricCard(label="Aktive Ersatzteile", value=InventoryRepository.count_active_items(db)),

View file

@ -9,7 +9,13 @@ from app.models.repair_estimate import RepairEstimate
from app.models.user import User
from app.repositories.repair_estimate_repository import RepairEstimateRepository
from app.repositories.repair_repository import RepairRepository
from app.schemas.lexware import LexwareInvoicePreparationResponse, LexwareSettingsResponse, LexwareSettingsUpdate, LexwareTestConnectionResponse
from app.schemas.lexware import (
AccountingTransferUpdate,
LexwareInvoicePreparationResponse,
LexwareSettingsResponse,
LexwareSettingsUpdate,
LexwareTestConnectionResponse,
)
from app.services.lexware_service import LexwareService
router = APIRouter(tags=["Lexware"])
@ -67,3 +73,17 @@ def prepare_lexware_invoice(
repair = get_repair_or_404(db, repair_id)
estimate = get_estimate_or_404(db, repair_id, estimate_id)
return LexwareService.prepare_invoice(db, repair, estimate, actor=current_user, request=request)
@router.post("/repairs/{repair_id}/estimates/{estimate_id}/accounting/mark-transferred", response_model=LexwareInvoicePreparationResponse)
def mark_accounting_transferred(
repair_id: int,
estimate_id: int,
payload: AccountingTransferUpdate,
request: Request,
db: Session = Depends(get_db),
current_user: User = Depends(require_permission("lexware.export")),
):
repair = get_repair_or_404(db, repair_id)
estimate = get_estimate_or_404(db, repair_id, estimate_id)
return LexwareService.mark_transferred(db, repair, estimate, payload, actor=current_user, request=request)