feat(accounting): add invoice preparation workflow
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Schubert Ferenc
parent
ffffb68898
commit
46eeaa1f2e
17 changed files with 519 additions and 44 deletions
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@ -1,5 +1,6 @@
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import json
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from dataclasses import dataclass
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from datetime import UTC, datetime
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from decimal import Decimal, ROUND_HALF_UP
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from urllib.error import HTTPError, URLError
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from urllib.request import Request as UrlRequest
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@ -16,6 +17,7 @@ from app.models.repair_estimate import RepairEstimate
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from app.models.user import User
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from app.repositories.system_settings_repository import SystemSettingsRepository
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from app.schemas.lexware import (
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AccountingTransferUpdate,
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LexwareCustomerMapping,
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LexwareInvoicePreparationResponse,
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LexwareLineItemMapping,
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@ -276,7 +278,160 @@ class LexwareService:
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)
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for item in estimate.items
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]
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payload_summary = {
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payload_summary = LexwareService._invoice_payload_summary(config, repair, estimate, line_items)
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record = LexwareSyncRecord(
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entity_type="repair_estimate",
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entity_id=estimate.id,
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lexware_resource_type="invoice",
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status="pending" if not warnings else "skipped",
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direction="push",
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export_status="prepared",
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accounting_note=estimate.accounting_note,
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payload_summary=json.dumps(payload_summary, ensure_ascii=True),
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error_message="; ".join(warnings) if warnings else None,
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)
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estimate.accounting_export_status = "prepared"
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db.add(record)
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db.commit()
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db.refresh(record)
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db.refresh(estimate)
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write_audit_log(
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db,
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action="accounting.invoice.handoff",
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entity_type="repair_estimates",
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entity_id=estimate.id,
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entity_label=f"{estimate.estimate_number} · {estimate.title}",
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actor=actor,
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request=request,
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metadata={
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"repair_id": repair.id,
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"repair_number": repair.repair_number,
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"ready_for_export": not warnings,
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"sync_record_id": record.id,
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"export_status": record.export_status,
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},
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)
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return LexwareService._invoice_preparation_response(
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record=record,
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payload_summary=payload_summary,
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customer_mapping=customer_mapping,
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line_items=line_items,
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estimate=estimate,
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config=config,
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warnings=warnings,
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)
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@staticmethod
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def mark_transferred(
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db: Session,
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repair: Repair,
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estimate: RepairEstimate,
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payload: AccountingTransferUpdate,
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*,
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actor: User,
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request: Request,
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) -> LexwareInvoicePreparationResponse:
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record = LexwareService._latest_invoice_record(db, estimate.id)
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if record is None:
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raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Keine Rechnungsvorbereitung gefunden")
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if record.export_status not in {"prepared", "transferred"}:
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raise HTTPException(status_code=status.HTTP_409_CONFLICT, detail="Diese Rechnungsvorbereitung kann nicht als übertragen markiert werden")
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note_changed = payload.accounting_note is not None and payload.accounting_note != (estimate.accounting_note or "")
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now = datetime.now(UTC)
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record.export_status = "transferred"
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record.status = "success"
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record.accounting_note = payload.accounting_note if payload.accounting_note is not None else record.accounting_note
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record.transferred_at = now
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record.transferred_by_user_id = actor.id
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record.synced_at = now
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estimate.accounting_export_status = "transferred"
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estimate.accounting_note = record.accounting_note
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estimate.accounting_transferred_at = now
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estimate.accounting_transferred_by_user_id = actor.id
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db.commit()
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db.refresh(record)
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db.refresh(estimate)
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write_audit_log(
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db,
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action="accounting.invoice.mark_transferred",
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entity_type="repair_estimates",
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entity_id=estimate.id,
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entity_label=f"{estimate.estimate_number} · {estimate.title}",
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actor=actor,
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request=request,
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metadata={
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"repair_id": repair.id,
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"repair_number": repair.repair_number,
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"sync_record_id": record.id,
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"export_status": record.export_status,
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"transferred_at": record.transferred_at,
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},
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)
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if note_changed:
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write_audit_log(
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db,
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action="accounting.invoice.note_update",
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entity_type="repair_estimates",
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entity_id=estimate.id,
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entity_label=f"{estimate.estimate_number} · {estimate.title}",
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actor=actor,
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request=request,
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metadata={"repair_id": repair.id, "repair_number": repair.repair_number, "sync_record_id": record.id},
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)
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config = LexwareService.get_runtime_config(db)
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customer_mapping, line_items = LexwareService._invoice_mapping(repair, estimate)
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warnings: list[str] = []
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payload_summary = LexwareService._invoice_payload_summary(config, repair, estimate, line_items)
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return LexwareService._invoice_preparation_response(
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record=record,
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payload_summary=payload_summary,
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customer_mapping=customer_mapping,
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line_items=line_items,
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estimate=estimate,
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config=config,
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warnings=warnings,
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)
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@staticmethod
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def _invoice_mapping(repair: Repair, estimate: RepairEstimate) -> tuple[LexwareCustomerMapping, list[LexwareLineItemMapping]]:
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customer_payload = {
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"roles": {"customer": {}},
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"company": {"name": repair.customer_name},
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"emailAddresses": {"business": [repair.customer_email]} if repair.customer_email else {},
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"phoneNumbers": {"business": [repair.customer_phone]} if repair.customer_phone else {},
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}
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customer_mapping = LexwareCustomerMapping(
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name=repair.customer_name,
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email=repair.customer_email,
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phone=repair.customer_phone,
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search_strategy="email" if repair.customer_email else "name",
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create_payload=customer_payload,
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)
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line_items = [
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LexwareLineItemMapping(
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title=item.title,
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description=item.description,
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quantity=item.quantity,
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unit=item.unit,
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unit_price=_euros(item.unit_price_cents),
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tax_rate=estimate.tax_rate_percent,
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total=_euros(item.total_cents),
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)
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for item in estimate.items
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]
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return customer_mapping, line_items
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@staticmethod
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def _invoice_payload_summary(
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config: LexwareRuntimeConfig,
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repair: Repair,
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estimate: RepairEstimate,
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line_items: list[LexwareLineItemMapping],
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) -> dict:
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return {
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"type": "invoice",
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"title": f"Rechnung zu Reparatur {repair.repair_number}",
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"introduction": f"Rechnung zu Reparatur {repair.repair_number} gemäß Kostenvoranschlag {estimate.estimate_number}.",
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@ -289,35 +444,21 @@ class LexwareService:
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"total": str(_euros(estimate.total_cents)),
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"line_item_count": len(line_items),
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}
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record = LexwareSyncRecord(
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entity_type="repair_estimate",
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entity_id=estimate.id,
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lexware_resource_type="invoice",
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status="pending" if not warnings else "skipped",
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direction="push",
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payload_summary=json.dumps(payload_summary, ensure_ascii=True),
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error_message="; ".join(warnings) if warnings else None,
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)
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db.add(record)
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db.commit()
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db.refresh(record)
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write_audit_log(
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db,
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action="lexware.invoice.prepare",
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entity_type="repair_estimates",
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entity_id=estimate.id,
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entity_label=f"{estimate.estimate_number} · {estimate.title}",
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actor=actor,
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request=request,
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metadata={
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"repair_id": repair.id,
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"repair_number": repair.repair_number,
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"ready_for_export": not warnings,
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"sync_record_id": record.id,
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},
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)
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@staticmethod
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def _invoice_preparation_response(
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*,
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record: LexwareSyncRecord,
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payload_summary: dict,
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customer_mapping: LexwareCustomerMapping,
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line_items: list[LexwareLineItemMapping],
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estimate: RepairEstimate,
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config: LexwareRuntimeConfig,
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warnings: list[str],
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) -> LexwareInvoicePreparationResponse:
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return LexwareInvoicePreparationResponse(
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ready_for_export=not warnings,
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export_status=record.export_status,
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payload_summary=payload_summary,
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customer_mapping=customer_mapping,
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line_item_mapping=line_items,
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@ -329,6 +470,22 @@ class LexwareService:
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},
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warnings=warnings,
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sync_record_id=record.id,
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accounting_note=record.accounting_note or "",
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transferred_at=record.transferred_at.isoformat() if record.transferred_at else None,
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transferred_by_user_id=record.transferred_by_user_id,
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)
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@staticmethod
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def _latest_invoice_record(db: Session, estimate_id: int) -> LexwareSyncRecord | None:
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from sqlalchemy import select
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return db.scalar(
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select(LexwareSyncRecord)
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.where(LexwareSyncRecord.entity_type == "repair_estimate")
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.where(LexwareSyncRecord.entity_id == estimate_id)
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.where(LexwareSyncRecord.lexware_resource_type == "invoice")
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.order_by(LexwareSyncRecord.created_at.desc(), LexwareSyncRecord.id.desc())
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.limit(1)
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)
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@staticmethod
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