feat(fin,ops): Facturación y Cobranza (Diag. 4), bitácora de embarque (Diag. 3) y subida a MinIO
- schema fin: fin.invoices + fin.invoice_items + fin.payments; totales con IVA, estados borrador→emitida→enviada→pagada, cobranza (pagos) y saldo automático - generar-factura-desde-embarque (toma conceptos de venta de la cotización) - ops.shipment_events: bitácora/hitos del embarque con secuencia por defecto según operación (importación/exportación) — cubre Diagrama 3 - subida de documentos a MinIO: POST /crm/uploads (multipart) + URL firmada - migración c4d5e6f7a8b9, routers/permisos (fin), seed del flujo hasta factura - 58 tests pytest en verde Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
Aduanasoft
0
backend/api/v1/modules/fin/invoices/__init__.py
Normal file
0
backend/api/v1/modules/fin/invoices/__init__.py
Normal file
110
backend/api/v1/modules/fin/invoices/dto.py
Normal file
110
backend/api/v1/modules/fin/invoices/dto.py
Normal file
@@ -0,0 +1,110 @@
|
||||
from datetime import date, datetime
|
||||
from decimal import Decimal
|
||||
|
||||
from pydantic import BaseModel, ConfigDict, Field, computed_field
|
||||
|
||||
|
||||
class InvoiceItemBase(BaseModel):
|
||||
concept: str = Field(..., max_length=60)
|
||||
description: str | None = Field(None, max_length=255)
|
||||
quantity: Decimal = Field(Decimal(1), ge=0, max_digits=12, decimal_places=2)
|
||||
unit_amount: Decimal = Field(Decimal(0), ge=0, max_digits=14, decimal_places=2)
|
||||
|
||||
|
||||
class InvoiceItemCreate(InvoiceItemBase):
|
||||
invoice_id: int
|
||||
|
||||
|
||||
class InvoiceItemUpdate(BaseModel):
|
||||
concept: str | None = Field(None, max_length=60)
|
||||
description: str | None = Field(None, max_length=255)
|
||||
quantity: Decimal | None = Field(None, ge=0, max_digits=12, decimal_places=2)
|
||||
unit_amount: Decimal | None = Field(None, ge=0, max_digits=14, decimal_places=2)
|
||||
|
||||
|
||||
class InvoiceItemResponse(InvoiceItemBase):
|
||||
model_config = ConfigDict(from_attributes=True)
|
||||
|
||||
id: int
|
||||
invoice_id: int
|
||||
tenant_id: int
|
||||
company_id: int
|
||||
|
||||
@computed_field
|
||||
@property
|
||||
def line_total(self) -> Decimal:
|
||||
return (self.quantity or Decimal(0)) * (self.unit_amount or Decimal(0))
|
||||
|
||||
|
||||
class PaymentBase(BaseModel):
|
||||
amount: Decimal = Field(..., gt=0, max_digits=14, decimal_places=2)
|
||||
payment_date: date | None = None
|
||||
method: str | None = Field(None, max_length=40)
|
||||
reference: str | None = Field(None, max_length=120)
|
||||
notes: str | None = None
|
||||
|
||||
|
||||
class PaymentCreate(PaymentBase):
|
||||
invoice_id: int
|
||||
|
||||
|
||||
class PaymentResponse(PaymentBase):
|
||||
model_config = ConfigDict(from_attributes=True)
|
||||
|
||||
id: int
|
||||
invoice_id: int
|
||||
tenant_id: int
|
||||
company_id: int
|
||||
created_at: datetime
|
||||
|
||||
|
||||
class InvoiceBase(BaseModel):
|
||||
reference: str | None = Field(None, max_length=40)
|
||||
shipment_id: int | None = None
|
||||
quote_id: int | None = None
|
||||
account_id: int | None = None
|
||||
currency: str = Field("MXN", max_length=3)
|
||||
issue_date: date | None = None
|
||||
due_date: date | None = None
|
||||
tax_rate: Decimal = Field(Decimal(0), ge=0, le=100, max_digits=5, decimal_places=2)
|
||||
bank_info: str | None = None
|
||||
notes: str | None = None
|
||||
owner_user_id: str | None = Field(None, max_length=64)
|
||||
|
||||
|
||||
class InvoiceCreate(InvoiceBase):
|
||||
pass
|
||||
|
||||
|
||||
class InvoiceUpdate(BaseModel):
|
||||
reference: str | None = Field(None, max_length=40)
|
||||
shipment_id: int | None = None
|
||||
quote_id: int | None = None
|
||||
account_id: int | None = None
|
||||
currency: str | None = Field(None, max_length=3)
|
||||
issue_date: date | None = None
|
||||
due_date: date | None = None
|
||||
tax_rate: Decimal | None = Field(None, ge=0, le=100, max_digits=5, decimal_places=2)
|
||||
bank_info: str | None = None
|
||||
notes: str | None = None
|
||||
owner_user_id: str | None = Field(None, max_length=64)
|
||||
|
||||
|
||||
class InvoiceResponse(InvoiceBase):
|
||||
model_config = ConfigDict(from_attributes=True)
|
||||
|
||||
id: int
|
||||
status: str
|
||||
subtotal: Decimal
|
||||
tax_amount: Decimal
|
||||
total: Decimal
|
||||
paid_amount: Decimal
|
||||
balance: Decimal
|
||||
sent_at: datetime | None = None
|
||||
paid_at: datetime | None = None
|
||||
created_by: str | None = None
|
||||
updated_by: str | None = None
|
||||
tenant_id: int
|
||||
company_id: int
|
||||
created_at: datetime
|
||||
updated_at: datetime
|
||||
78
backend/api/v1/modules/fin/invoices/models.py
Normal file
78
backend/api/v1/modules/fin/invoices/models.py
Normal file
@@ -0,0 +1,78 @@
|
||||
from datetime import date, datetime
|
||||
|
||||
from sqlalchemy import Date, DateTime, ForeignKey, Integer, Numeric, String, Text, text
|
||||
from sqlalchemy.orm import Mapped, mapped_column
|
||||
|
||||
from api.v1.common.base_models import TenantScopedMixin, TimestampMixin
|
||||
from core.database import Base
|
||||
|
||||
|
||||
class Invoice(Base, TenantScopedMixin, TimestampMixin):
|
||||
"""Factura (Diagrama 4). Integra los costos de la operación para cobro al cliente."""
|
||||
|
||||
__tablename__ = "invoices"
|
||||
__table_args__ = {"schema": "fin"}
|
||||
|
||||
id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
|
||||
reference: Mapped[str | None] = mapped_column(String(40), nullable=True, index=True) # folio
|
||||
shipment_id: Mapped[int | None] = mapped_column(
|
||||
Integer, ForeignKey("ops.shipments.id"), nullable=True, index=True
|
||||
)
|
||||
quote_id: Mapped[int | None] = mapped_column(
|
||||
Integer, ForeignKey("crm.quotes.id"), nullable=True
|
||||
)
|
||||
account_id: Mapped[int | None] = mapped_column(
|
||||
Integer, ForeignKey("crm.accounts.id"), nullable=True, index=True
|
||||
)
|
||||
currency: Mapped[str] = mapped_column(String(3), nullable=False, server_default=text("'MXN'"))
|
||||
# borrador | emitida | enviada | pagada | cancelada
|
||||
status: Mapped[str] = mapped_column(String(20), nullable=False, server_default=text("'borrador'"), index=True)
|
||||
issue_date: Mapped[date | None] = mapped_column(Date, nullable=True)
|
||||
due_date: Mapped[date | None] = mapped_column(Date, nullable=True)
|
||||
subtotal: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
|
||||
tax_rate: Mapped[float] = mapped_column(Numeric(5, 2), nullable=False, server_default=text("0")) # % IVA
|
||||
tax_amount: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
|
||||
total: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
|
||||
paid_amount: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
|
||||
balance: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
|
||||
bank_info: Mapped[str | None] = mapped_column(Text, nullable=True) # datos bancarios
|
||||
notes: Mapped[str | None] = mapped_column(Text, nullable=True)
|
||||
sent_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
|
||||
paid_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
|
||||
owner_user_id: Mapped[str | None] = mapped_column(String(64), nullable=True, index=True)
|
||||
created_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
|
||||
updated_by: Mapped[str | None] = mapped_column(String(64), nullable=True)
|
||||
|
||||
|
||||
class InvoiceItem(Base, TenantScopedMixin, TimestampMixin):
|
||||
"""Concepto de una factura (transporte, flete, despacho, gastos en destino, otros)."""
|
||||
|
||||
__tablename__ = "invoice_items"
|
||||
__table_args__ = {"schema": "fin"}
|
||||
|
||||
id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
|
||||
invoice_id: Mapped[int] = mapped_column(
|
||||
Integer, ForeignKey("fin.invoices.id"), nullable=False, index=True
|
||||
)
|
||||
concept: Mapped[str] = mapped_column(String(60), nullable=False)
|
||||
description: Mapped[str | None] = mapped_column(String(255), nullable=True)
|
||||
quantity: Mapped[float] = mapped_column(Numeric(12, 2), nullable=False, server_default=text("1"))
|
||||
unit_amount: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False, server_default=text("0"))
|
||||
|
||||
|
||||
class Payment(Base, TenantScopedMixin, TimestampMixin):
|
||||
"""Pago (cobranza) aplicado a una factura."""
|
||||
|
||||
__tablename__ = "payments"
|
||||
__table_args__ = {"schema": "fin"}
|
||||
|
||||
id: Mapped[int] = mapped_column(Integer, primary_key=True, index=True)
|
||||
invoice_id: Mapped[int] = mapped_column(
|
||||
Integer, ForeignKey("fin.invoices.id"), nullable=False, index=True
|
||||
)
|
||||
amount: Mapped[float] = mapped_column(Numeric(14, 2), nullable=False)
|
||||
payment_date: Mapped[date | None] = mapped_column(Date, nullable=True)
|
||||
# transferencia | efectivo | cheque | tarjeta | otro
|
||||
method: Mapped[str | None] = mapped_column(String(40), nullable=True)
|
||||
reference: Mapped[str | None] = mapped_column(String(120), nullable=True)
|
||||
notes: Mapped[str | None] = mapped_column(Text, nullable=True)
|
||||
114
backend/api/v1/modules/fin/invoices/routes.py
Normal file
114
backend/api/v1/modules/fin/invoices/routes.py
Normal file
@@ -0,0 +1,114 @@
|
||||
from fastapi import APIRouter, Depends, Query, status
|
||||
from sqlalchemy.orm import Session
|
||||
|
||||
from core.database import get_core_db
|
||||
from core.security import get_current_user
|
||||
|
||||
from . import service
|
||||
from .dto import (
|
||||
InvoiceCreate,
|
||||
InvoiceItemCreate,
|
||||
InvoiceItemResponse,
|
||||
InvoiceItemUpdate,
|
||||
InvoiceResponse,
|
||||
InvoiceUpdate,
|
||||
PaymentCreate,
|
||||
PaymentResponse,
|
||||
)
|
||||
|
||||
router = APIRouter()
|
||||
|
||||
|
||||
def _uid(cu: dict) -> str | None:
|
||||
return cu.get("sub") or cu.get("id")
|
||||
|
||||
|
||||
@router.get("/invoices", response_model=list[InvoiceResponse])
|
||||
def list_invoices(
|
||||
company_id: int = Query(...),
|
||||
search: str | None = Query(None),
|
||||
inv_status: str | None = Query(None, alias="status"),
|
||||
account_id: int | None = Query(None),
|
||||
current_user: dict = Depends(get_current_user),
|
||||
db: Session = Depends(get_core_db),
|
||||
):
|
||||
return service.get_invoices(db, current_user["tenant_id"], company_id, search, inv_status, account_id)
|
||||
|
||||
|
||||
@router.get("/invoices/{invoice_id}", response_model=InvoiceResponse)
|
||||
def get_invoice(invoice_id: int, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
return service.get_invoice(db, invoice_id, current_user["tenant_id"], company_id)
|
||||
|
||||
|
||||
@router.post("/invoices", response_model=InvoiceResponse, status_code=status.HTTP_201_CREATED)
|
||||
def create_invoice(payload: InvoiceCreate, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
return service.create_invoice(db, payload, current_user["tenant_id"], company_id, _uid(current_user))
|
||||
|
||||
|
||||
@router.post("/invoices/from-shipment", response_model=InvoiceResponse, status_code=status.HTTP_201_CREATED)
|
||||
def generate_from_shipment(shipment_id: int = Query(...), company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
return service.generate_from_shipment(db, shipment_id, current_user["tenant_id"], company_id, _uid(current_user))
|
||||
|
||||
|
||||
@router.patch("/invoices/{invoice_id}", response_model=InvoiceResponse)
|
||||
def update_invoice(invoice_id: int, payload: InvoiceUpdate, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
return service.update_invoice(db, invoice_id, payload, current_user["tenant_id"], company_id, _uid(current_user))
|
||||
|
||||
|
||||
@router.patch("/invoices/{invoice_id}/emit", response_model=InvoiceResponse)
|
||||
def emit_invoice(invoice_id: int, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
return service.emit_invoice(db, invoice_id, current_user["tenant_id"], company_id)
|
||||
|
||||
|
||||
@router.patch("/invoices/{invoice_id}/send", response_model=InvoiceResponse)
|
||||
def send_invoice(invoice_id: int, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
return service.send_invoice(db, invoice_id, current_user["tenant_id"], company_id)
|
||||
|
||||
|
||||
@router.patch("/invoices/{invoice_id}/cancel", response_model=InvoiceResponse)
|
||||
def cancel_invoice(invoice_id: int, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
return service.cancel_invoice(db, invoice_id, current_user["tenant_id"], company_id)
|
||||
|
||||
|
||||
@router.delete("/invoices/{invoice_id}", status_code=status.HTTP_204_NO_CONTENT)
|
||||
def delete_invoice(invoice_id: int, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
service.delete_invoice(db, invoice_id, current_user["tenant_id"], company_id)
|
||||
|
||||
|
||||
# ----- Conceptos -----
|
||||
|
||||
@router.get("/invoices/{invoice_id}/items", response_model=list[InvoiceItemResponse])
|
||||
def list_items(invoice_id: int, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
return service.get_items(db, invoice_id, current_user["tenant_id"], company_id)
|
||||
|
||||
|
||||
@router.post("/invoice-items", response_model=InvoiceItemResponse, status_code=status.HTTP_201_CREATED)
|
||||
def create_item(payload: InvoiceItemCreate, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
return service.create_item(db, payload, current_user["tenant_id"], company_id)
|
||||
|
||||
|
||||
@router.patch("/invoice-items/{item_id}", response_model=InvoiceItemResponse)
|
||||
def update_item(item_id: int, payload: InvoiceItemUpdate, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
return service.update_item(db, item_id, payload, current_user["tenant_id"], company_id)
|
||||
|
||||
|
||||
@router.delete("/invoice-items/{item_id}", status_code=status.HTTP_204_NO_CONTENT)
|
||||
def delete_item(item_id: int, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
service.delete_item(db, item_id, current_user["tenant_id"], company_id)
|
||||
|
||||
|
||||
# ----- Pagos (cobranza) -----
|
||||
|
||||
@router.get("/invoices/{invoice_id}/payments", response_model=list[PaymentResponse])
|
||||
def list_payments(invoice_id: int, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
return service.get_payments(db, invoice_id, current_user["tenant_id"], company_id)
|
||||
|
||||
|
||||
@router.post("/payments", response_model=PaymentResponse, status_code=status.HTTP_201_CREATED)
|
||||
def create_payment(payload: PaymentCreate, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
return service.create_payment(db, payload, current_user["tenant_id"], company_id)
|
||||
|
||||
|
||||
@router.delete("/payments/{payment_id}", status_code=status.HTTP_204_NO_CONTENT)
|
||||
def delete_payment(payment_id: int, company_id: int = Query(...), current_user: dict = Depends(get_current_user), db: Session = Depends(get_core_db)):
|
||||
service.delete_payment(db, payment_id, current_user["tenant_id"], company_id)
|
||||
268
backend/api/v1/modules/fin/invoices/service.py
Normal file
268
backend/api/v1/modules/fin/invoices/service.py
Normal file
@@ -0,0 +1,268 @@
|
||||
from datetime import date, datetime, timezone
|
||||
from decimal import Decimal
|
||||
|
||||
from fastapi import HTTPException, status
|
||||
from sqlalchemy import func
|
||||
from sqlalchemy.orm import Session
|
||||
|
||||
from api.v1.modules.crm.accounts.models import Account
|
||||
from api.v1.modules.crm.quotes.models import Quote, QuoteItem
|
||||
from api.v1.modules.ops.shipments.models import Shipment
|
||||
|
||||
from .dto import InvoiceCreate, InvoiceItemCreate, InvoiceItemUpdate, InvoiceUpdate, PaymentCreate
|
||||
from .models import Invoice, InvoiceItem, Payment
|
||||
|
||||
|
||||
def _exists(db: Session, model, _id, tenant_id, company_id) -> bool:
|
||||
if _id is None:
|
||||
return True
|
||||
return (
|
||||
db.query(model.id)
|
||||
.filter(model.id == _id, model.tenant_id == tenant_id, model.company_id == company_id, model.deleted_at.is_(None))
|
||||
.first()
|
||||
is not None
|
||||
)
|
||||
|
||||
|
||||
def _validate_refs(db: Session, data: dict, tenant_id: int, company_id: int) -> None:
|
||||
for field, model, msg in [
|
||||
("account_id", Account, "El cliente asociado no existe"),
|
||||
("shipment_id", Shipment, "El embarque asociado no existe"),
|
||||
("quote_id", Quote, "La cotización asociada no existe"),
|
||||
]:
|
||||
if field in data and not _exists(db, model, data.get(field), tenant_id, company_id):
|
||||
raise HTTPException(status_code=status.HTTP_422_UNPROCESSABLE_ENTITY, detail=msg)
|
||||
|
||||
|
||||
def _recompute(db: Session, invoice: Invoice) -> None:
|
||||
subtotal = db.query(func.coalesce(func.sum(InvoiceItem.quantity * InvoiceItem.unit_amount), 0)).filter(
|
||||
InvoiceItem.invoice_id == invoice.id, InvoiceItem.deleted_at.is_(None)
|
||||
).scalar()
|
||||
paid = db.query(func.coalesce(func.sum(Payment.amount), 0)).filter(
|
||||
Payment.invoice_id == invoice.id, Payment.deleted_at.is_(None)
|
||||
).scalar()
|
||||
subtotal = Decimal(subtotal or 0)
|
||||
rate = Decimal(invoice.tax_rate or 0)
|
||||
tax = (subtotal * rate / Decimal(100)).quantize(Decimal("0.01"))
|
||||
total = subtotal + tax
|
||||
paid = Decimal(paid or 0)
|
||||
invoice.subtotal = subtotal
|
||||
invoice.tax_amount = tax
|
||||
invoice.total = total
|
||||
invoice.paid_amount = paid
|
||||
invoice.balance = total - paid
|
||||
# Estado de cobranza (no toca borrador ni cancelada)
|
||||
if invoice.status in ("emitida", "enviada", "pagada"):
|
||||
if total > 0 and invoice.balance <= 0:
|
||||
invoice.status = "pagada"
|
||||
invoice.paid_at = datetime.now(timezone.utc)
|
||||
elif invoice.status == "pagada" and invoice.balance > 0:
|
||||
invoice.status = "enviada"
|
||||
invoice.paid_at = None
|
||||
|
||||
|
||||
# ----- Invoices -----
|
||||
|
||||
def get_invoices(db, tenant_id, company_id, search=None, inv_status=None, account_id=None) -> list[Invoice]:
|
||||
q = db.query(Invoice).filter(Invoice.tenant_id == tenant_id, Invoice.company_id == company_id, Invoice.deleted_at.is_(None))
|
||||
if inv_status:
|
||||
q = q.filter(Invoice.status == inv_status)
|
||||
if account_id is not None:
|
||||
q = q.filter(Invoice.account_id == account_id)
|
||||
if search:
|
||||
q = q.filter(Invoice.reference.ilike(f"%{search}%"))
|
||||
return q.order_by(Invoice.created_at.desc()).all()
|
||||
|
||||
|
||||
def get_invoice(db, invoice_id, tenant_id, company_id) -> Invoice:
|
||||
obj = db.query(Invoice).filter(
|
||||
Invoice.id == invoice_id, Invoice.tenant_id == tenant_id, Invoice.company_id == company_id, Invoice.deleted_at.is_(None)
|
||||
).first()
|
||||
if not obj:
|
||||
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Factura no encontrada")
|
||||
return obj
|
||||
|
||||
|
||||
def create_invoice(db, payload: InvoiceCreate, tenant_id, company_id, user_id=None) -> Invoice:
|
||||
data = payload.model_dump()
|
||||
_validate_refs(db, data, tenant_id, company_id)
|
||||
obj = Invoice(**data, tenant_id=tenant_id, company_id=company_id, created_by=user_id, updated_by=user_id)
|
||||
db.add(obj)
|
||||
db.flush()
|
||||
_recompute(db, obj)
|
||||
db.commit()
|
||||
db.refresh(obj)
|
||||
return obj
|
||||
|
||||
|
||||
def update_invoice(db, invoice_id, payload: InvoiceUpdate, tenant_id, company_id, user_id=None) -> Invoice:
|
||||
obj = get_invoice(db, invoice_id, tenant_id, company_id)
|
||||
data = payload.model_dump(exclude_unset=True)
|
||||
_validate_refs(db, data, tenant_id, company_id)
|
||||
for f, v in data.items():
|
||||
setattr(obj, f, v)
|
||||
obj.updated_by = user_id
|
||||
db.flush()
|
||||
_recompute(db, obj) # tax_rate pudo cambiar
|
||||
db.commit()
|
||||
db.refresh(obj)
|
||||
return obj
|
||||
|
||||
|
||||
def delete_invoice(db, invoice_id, tenant_id, company_id) -> None:
|
||||
obj = get_invoice(db, invoice_id, tenant_id, company_id)
|
||||
obj.deleted_at = datetime.now(timezone.utc)
|
||||
db.commit()
|
||||
|
||||
|
||||
def _set_status(db, invoice_id, tenant_id, company_id, new_status, set_issue=False) -> Invoice:
|
||||
obj = get_invoice(db, invoice_id, tenant_id, company_id)
|
||||
obj.status = new_status
|
||||
if set_issue and not obj.issue_date:
|
||||
obj.issue_date = date.today()
|
||||
if new_status == "enviada":
|
||||
obj.sent_at = datetime.now(timezone.utc)
|
||||
db.commit()
|
||||
db.refresh(obj)
|
||||
return obj
|
||||
|
||||
|
||||
def emit_invoice(db, invoice_id, tenant_id, company_id) -> Invoice:
|
||||
return _set_status(db, invoice_id, tenant_id, company_id, "emitida", set_issue=True)
|
||||
|
||||
|
||||
def send_invoice(db, invoice_id, tenant_id, company_id) -> Invoice:
|
||||
return _set_status(db, invoice_id, tenant_id, company_id, "enviada", set_issue=True)
|
||||
|
||||
|
||||
def cancel_invoice(db, invoice_id, tenant_id, company_id) -> Invoice:
|
||||
return _set_status(db, invoice_id, tenant_id, company_id, "cancelada")
|
||||
|
||||
|
||||
def generate_from_shipment(db, shipment_id, tenant_id, company_id, user_id=None) -> Invoice:
|
||||
"""Genera la factura de un embarque, tomando los conceptos (venta) de su cotización."""
|
||||
shipment = db.query(Shipment).filter(
|
||||
Shipment.id == shipment_id, Shipment.tenant_id == tenant_id, Shipment.company_id == company_id, Shipment.deleted_at.is_(None)
|
||||
).first()
|
||||
if not shipment:
|
||||
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Embarque no encontrado")
|
||||
|
||||
quote = None
|
||||
if shipment.quote_id:
|
||||
quote = db.query(Quote).filter(Quote.id == shipment.quote_id).first()
|
||||
|
||||
invoice = Invoice(
|
||||
reference=shipment.reference,
|
||||
shipment_id=shipment.id,
|
||||
quote_id=shipment.quote_id,
|
||||
account_id=shipment.account_id,
|
||||
currency=quote.currency if quote else "MXN",
|
||||
status="borrador",
|
||||
tenant_id=tenant_id,
|
||||
company_id=company_id,
|
||||
created_by=user_id,
|
||||
updated_by=user_id,
|
||||
)
|
||||
db.add(invoice)
|
||||
db.flush()
|
||||
|
||||
if quote:
|
||||
q_items = db.query(QuoteItem).filter(QuoteItem.quote_id == quote.id, QuoteItem.deleted_at.is_(None)).all()
|
||||
for qi in q_items:
|
||||
db.add(InvoiceItem(
|
||||
invoice_id=invoice.id, concept=qi.concept, description=qi.description,
|
||||
quantity=qi.quantity, unit_amount=qi.unit_sale,
|
||||
tenant_id=tenant_id, company_id=company_id,
|
||||
))
|
||||
db.flush()
|
||||
|
||||
_recompute(db, invoice)
|
||||
db.commit()
|
||||
db.refresh(invoice)
|
||||
return invoice
|
||||
|
||||
|
||||
# ----- Items -----
|
||||
|
||||
def get_items(db, invoice_id, tenant_id, company_id) -> list[InvoiceItem]:
|
||||
get_invoice(db, invoice_id, tenant_id, company_id)
|
||||
return db.query(InvoiceItem).filter(
|
||||
InvoiceItem.invoice_id == invoice_id, InvoiceItem.tenant_id == tenant_id,
|
||||
InvoiceItem.company_id == company_id, InvoiceItem.deleted_at.is_(None)
|
||||
).order_by(InvoiceItem.id.asc()).all()
|
||||
|
||||
|
||||
def _get_item(db, item_id, tenant_id, company_id) -> InvoiceItem:
|
||||
obj = db.query(InvoiceItem).filter(
|
||||
InvoiceItem.id == item_id, InvoiceItem.tenant_id == tenant_id,
|
||||
InvoiceItem.company_id == company_id, InvoiceItem.deleted_at.is_(None)
|
||||
).first()
|
||||
if not obj:
|
||||
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Concepto no encontrado")
|
||||
return obj
|
||||
|
||||
|
||||
def create_item(db, payload: InvoiceItemCreate, tenant_id, company_id) -> InvoiceItem:
|
||||
invoice = get_invoice(db, payload.invoice_id, tenant_id, company_id)
|
||||
item = InvoiceItem(**payload.model_dump(), tenant_id=tenant_id, company_id=company_id)
|
||||
db.add(item)
|
||||
db.flush()
|
||||
_recompute(db, invoice)
|
||||
db.commit()
|
||||
db.refresh(item)
|
||||
return item
|
||||
|
||||
|
||||
def update_item(db, item_id, payload: InvoiceItemUpdate, tenant_id, company_id) -> InvoiceItem:
|
||||
item = _get_item(db, item_id, tenant_id, company_id)
|
||||
for f, v in payload.model_dump(exclude_unset=True).items():
|
||||
setattr(item, f, v)
|
||||
db.flush()
|
||||
_recompute(db, get_invoice(db, item.invoice_id, tenant_id, company_id))
|
||||
db.commit()
|
||||
db.refresh(item)
|
||||
return item
|
||||
|
||||
|
||||
def delete_item(db, item_id, tenant_id, company_id) -> None:
|
||||
item = _get_item(db, item_id, tenant_id, company_id)
|
||||
invoice_id = item.invoice_id
|
||||
item.deleted_at = datetime.now(timezone.utc)
|
||||
db.flush()
|
||||
_recompute(db, get_invoice(db, invoice_id, tenant_id, company_id))
|
||||
db.commit()
|
||||
|
||||
|
||||
# ----- Payments -----
|
||||
|
||||
def get_payments(db, invoice_id, tenant_id, company_id) -> list[Payment]:
|
||||
get_invoice(db, invoice_id, tenant_id, company_id)
|
||||
return db.query(Payment).filter(
|
||||
Payment.invoice_id == invoice_id, Payment.tenant_id == tenant_id,
|
||||
Payment.company_id == company_id, Payment.deleted_at.is_(None)
|
||||
).order_by(Payment.id.asc()).all()
|
||||
|
||||
|
||||
def create_payment(db, payload: PaymentCreate, tenant_id, company_id) -> Payment:
|
||||
invoice = get_invoice(db, payload.invoice_id, tenant_id, company_id)
|
||||
pay = Payment(**payload.model_dump(), tenant_id=tenant_id, company_id=company_id)
|
||||
db.add(pay)
|
||||
db.flush()
|
||||
_recompute(db, invoice)
|
||||
db.commit()
|
||||
db.refresh(pay)
|
||||
return pay
|
||||
|
||||
|
||||
def delete_payment(db, payment_id, tenant_id, company_id) -> None:
|
||||
pay = db.query(Payment).filter(
|
||||
Payment.id == payment_id, Payment.tenant_id == tenant_id,
|
||||
Payment.company_id == company_id, Payment.deleted_at.is_(None)
|
||||
).first()
|
||||
if not pay:
|
||||
raise HTTPException(status_code=status.HTTP_404_NOT_FOUND, detail="Pago no encontrado")
|
||||
invoice_id = pay.invoice_id
|
||||
pay.deleted_at = datetime.now(timezone.utc)
|
||||
db.flush()
|
||||
_recompute(db, get_invoice(db, invoice_id, tenant_id, company_id))
|
||||
db.commit()
|
||||
Reference in New Issue
Block a user