Files
roa2web-service-auto/data-entry-app/backend/app/db/crud/receipt.py
Marius Mutu 0851d01917 feat: Make TVA and payment method values editable, remove RON currency
- Make payment methods (CARD/NUMERAR) editable InputNumber fields
- Remove RON currency display from TOTAL, TVA, and payment fields
- Allow editing REJECTED receipts (to fix OCR errors before resubmit)
- Add "Editeaza" button for REJECTED receipts in view mode
- Fix null amount validation by converting to 0 before API call

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-18 19:13:30 +02:00

325 lines
11 KiB
Python

"""CRUD operations for receipts."""
import json
from datetime import datetime, date
from decimal import Decimal
from typing import Optional, List, Tuple, Any
from sqlalchemy import select, func, or_
from sqlalchemy.ext.asyncio import AsyncSession
from sqlalchemy.orm import selectinload
from app.db.models.receipt import Receipt, ReceiptStatus
from app.schemas.receipt import ReceiptCreate, ReceiptUpdate, ReceiptFilter
def _serialize_tva_breakdown(tva_breakdown: Optional[List[Any]]) -> Optional[str]:
"""Serialize TVA breakdown list to JSON string for SQLite storage."""
if tva_breakdown is None:
return None
# Convert Decimal to float for JSON serialization
serializable = []
for entry in tva_breakdown:
if hasattr(entry, 'model_dump'):
# Pydantic model
item = entry.model_dump()
elif isinstance(entry, dict):
item = entry.copy()
else:
item = dict(entry)
# Convert Decimal to float
if 'amount' in item and isinstance(item['amount'], Decimal):
item['amount'] = float(item['amount'])
serializable.append(item)
return json.dumps(serializable)
def _serialize_payment_methods(payment_methods: Optional[List[Any]]) -> Optional[str]:
"""Serialize payment methods list to JSON string for SQLite storage."""
if payment_methods is None:
return None
serializable = []
for pm in payment_methods:
if hasattr(pm, 'model_dump'):
item = pm.model_dump()
elif isinstance(pm, dict):
item = pm.copy()
else:
item = dict(pm)
# Convert Decimal to float for JSON
if 'amount' in item:
if hasattr(item['amount'], '__float__'):
item['amount'] = float(item['amount'])
serializable.append(item)
return json.dumps(serializable)
class ReceiptCRUD:
"""CRUD operations for Receipt model."""
@staticmethod
async def create(
session: AsyncSession,
data: ReceiptCreate,
created_by: str,
) -> Receipt:
"""Create a new receipt."""
# Get data as dict and serialize tva_breakdown and payment_methods to JSON string
receipt_data = data.model_dump()
receipt_data['tva_breakdown'] = _serialize_tva_breakdown(receipt_data.get('tva_breakdown'))
receipt_data['payment_methods'] = _serialize_payment_methods(receipt_data.get('payment_methods'))
receipt = Receipt(
**receipt_data,
created_by=created_by,
status=ReceiptStatus.DRAFT,
)
session.add(receipt)
await session.commit()
await session.refresh(receipt)
# Reload with relationships to avoid lazy loading issues with async
return await ReceiptCRUD.get_by_id(session, receipt.id, include_relations=True)
@staticmethod
async def get_by_id(
session: AsyncSession,
receipt_id: int,
include_relations: bool = True,
) -> Optional[Receipt]:
"""Get receipt by ID, optionally with relationships."""
query = select(Receipt).where(Receipt.id == receipt_id)
if include_relations:
query = query.options(
selectinload(Receipt.attachments),
selectinload(Receipt.entries),
)
result = await session.execute(query)
return result.scalar_one_or_none()
@staticmethod
async def get_list(
session: AsyncSession,
filters: ReceiptFilter,
) -> Tuple[List[Receipt], int]:
"""Get paginated list of receipts with filters."""
# Base query
query = select(Receipt).options(
selectinload(Receipt.attachments),
selectinload(Receipt.entries),
)
# Apply filters
if filters.status:
query = query.where(Receipt.status == filters.status)
if filters.direction:
query = query.where(Receipt.direction == filters.direction)
if filters.company_id:
query = query.where(Receipt.company_id == filters.company_id)
if filters.created_by:
query = query.where(Receipt.created_by == filters.created_by)
if filters.date_from:
query = query.where(Receipt.receipt_date >= filters.date_from)
if filters.date_to:
query = query.where(Receipt.receipt_date <= filters.date_to)
if filters.search:
search_term = f"%{filters.search}%"
query = query.where(
or_(
Receipt.description.ilike(search_term),
Receipt.partner_name.ilike(search_term),
Receipt.receipt_number.ilike(search_term),
)
)
# Count total
count_query = select(func.count()).select_from(query.subquery())
total_result = await session.execute(count_query)
total = total_result.scalar() or 0
# Apply pagination and ordering
query = query.order_by(Receipt.created_at.desc())
offset = (filters.page - 1) * filters.page_size
query = query.offset(offset).limit(filters.page_size)
# Execute
result = await session.execute(query)
receipts = result.scalars().all()
return list(receipts), total
@staticmethod
async def get_pending_review(
session: AsyncSession,
company_id: Optional[int] = None,
) -> List[Receipt]:
"""Get all receipts pending review."""
query = select(Receipt).where(
Receipt.status == ReceiptStatus.PENDING_REVIEW
).options(
selectinload(Receipt.attachments),
selectinload(Receipt.entries),
)
if company_id:
query = query.where(Receipt.company_id == company_id)
query = query.order_by(Receipt.submitted_at.asc())
result = await session.execute(query)
return list(result.scalars().all())
@staticmethod
async def update(
session: AsyncSession,
receipt: Receipt,
data: ReceiptUpdate,
) -> Receipt:
"""Update receipt fields."""
update_data = data.model_dump(exclude_unset=True)
# Serialize tva_breakdown and payment_methods to JSON string if present
if 'tva_breakdown' in update_data:
update_data['tva_breakdown'] = _serialize_tva_breakdown(update_data['tva_breakdown'])
if 'payment_methods' in update_data:
update_data['payment_methods'] = _serialize_payment_methods(update_data['payment_methods'])
for field, value in update_data.items():
setattr(receipt, field, value)
receipt.updated_at = datetime.utcnow()
session.add(receipt)
await session.commit()
await session.refresh(receipt)
# Reload with relationships to avoid lazy loading issues with async
return await ReceiptCRUD.get_by_id(session, receipt.id, include_relations=True)
@staticmethod
async def update_status(
session: AsyncSession,
receipt: Receipt,
new_status: ReceiptStatus,
reviewed_by: Optional[str] = None,
rejection_reason: Optional[str] = None,
) -> Receipt:
"""Update receipt workflow status."""
receipt.status = new_status
receipt.updated_at = datetime.utcnow()
if new_status == ReceiptStatus.PENDING_REVIEW:
receipt.submitted_at = datetime.utcnow()
if new_status in [ReceiptStatus.APPROVED, ReceiptStatus.REJECTED]:
receipt.reviewed_by = reviewed_by
receipt.reviewed_at = datetime.utcnow()
if new_status == ReceiptStatus.REJECTED:
receipt.rejection_reason = rejection_reason
if new_status == ReceiptStatus.DRAFT:
# Reset review fields when moving back to draft
receipt.rejection_reason = None
session.add(receipt)
await session.commit()
await session.refresh(receipt)
# Reload with relationships to avoid lazy loading issues with async
return await ReceiptCRUD.get_by_id(session, receipt.id, include_relations=True)
@staticmethod
async def delete(session: AsyncSession, receipt: Receipt) -> bool:
"""Delete a receipt (cascade deletes attachments and entries)."""
await session.delete(receipt)
await session.commit()
return True
@staticmethod
async def can_edit(receipt: Receipt, username: str) -> bool:
"""Check if user can edit receipt."""
# DRAFT and REJECTED receipts can be edited (to fix and resubmit)
if receipt.status not in [ReceiptStatus.DRAFT, ReceiptStatus.REJECTED]:
return False
# Only creator can edit their own receipts
return receipt.created_by == username
@staticmethod
async def can_delete(receipt: Receipt, username: str) -> bool:
"""Check if user can delete receipt."""
# Only DRAFT receipts can be deleted
if receipt.status != ReceiptStatus.DRAFT:
return False
# Only creator can delete their own drafts
return receipt.created_by == username
@staticmethod
async def can_submit(receipt: Receipt, username: str) -> bool:
"""Check if user can submit receipt for review."""
# Only DRAFT or REJECTED receipts can be submitted
if receipt.status not in [ReceiptStatus.DRAFT, ReceiptStatus.REJECTED]:
return False
# Only creator can submit their own receipts
return receipt.created_by == username
@staticmethod
async def get_stats(
session: AsyncSession,
company_id: int,
created_by: Optional[str] = None,
) -> dict:
"""Get receipt statistics."""
base_query = select(
Receipt.status,
func.count(Receipt.id).label("count"),
func.sum(Receipt.amount).label("total_amount"),
).where(
Receipt.company_id == company_id
)
if created_by:
base_query = base_query.where(Receipt.created_by == created_by)
query = base_query.group_by(Receipt.status)
result = await session.execute(query)
rows = result.all()
stats = {
"draft": {"count": 0, "amount": 0},
"pending_review": {"count": 0, "amount": 0},
"approved": {"count": 0, "amount": 0},
"rejected": {"count": 0, "amount": 0},
"synced": {"count": 0, "amount": 0},
"total": {"count": 0, "amount": 0},
}
for row in rows:
status_key = row.status.value
stats[status_key] = {
"count": row.count,
"amount": float(row.total_amount or 0),
}
stats["total"]["count"] += row.count
stats["total"]["amount"] += float(row.total_amount or 0)
return stats