feat: Phase 2G — pay-later tab system

Backend: - New models: Tab, TabEntry, TabPayment (3 new tables) - Tab: open|closed|forgiven, one open tab per customer enforced - TabEntry: what went ON the tab (per-item snapshot with description) - TabPayment: what came OFF the tab; balance = sum(entries) - sum(payments), never stored - New router /api/tabs/: - GET / — list open tabs (sorted by balance desc); ?tab_status= override - GET /{id} — full tab detail with entries + payments - POST / — open new tab for a customer (400 if one already exists) - POST /{id}/entries — add entry directly (amount + description) - POST /{id}/pay — record payment; validates amount <= balance - POST /{id}/close — close tab (requires balance = 0) - POST /{id}/forgive — write off remaining balance - GET /customer/{customer_id} — all tabs for a customer (open first) - POST /api/orders/{id}/items/{item_id}/tab: - Requires order has a customer assigned - Finds or auto-creates open tab for that customer - Sets order_item.status = "tabbed" (new valid status value) - Creates TabEntry with auto-generated description - Broadcasts order_updated SSE event - Migrations: CREATE TABLE IF NOT EXISTS for tabs, tab_entries, tab_payments Frontend: - TabsPage (/tabs): open tabs list sorted by balance; each card shows charges/payments history, live balance, Πληρωμή modal (defaults to full balance), Κλείσιμο button (only shown when balance=0), Χάρισμα Υπολοίπου with confirm modal + reason - CustomersPage CustomerDetail: open tab banner showing balance + entry count (appears between stats and contact info when customer has an open tab) - OrderDetailPage: 📋 Καρτέλα button appears on active items when order has a customer; tabbed items show a 📋 Καρτέλα badge; tabItem mutation calls /items/{id}/tab - Sidebar: CreditCard icon for Καρτέλες (after Πελάτες) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-08 03:07:22 +03:00
parent e9bdf61a4d
commit 2ff48730f7
10 changed files with 819 additions and 1 deletions
--- a/local_backend/routers/tabs.py
+++ b/local_backend/routers/tabs.py
@@ -0,0 +1,223 @@
+from datetime import datetime, timezone
+from fastapi import APIRouter, Depends, HTTPException, status
+from sqlalchemy.orm import Session
+from typing import List, Optional
+
+from database import get_db
+from models.tabs import Tab, TabEntry, TabPayment
+from models.customers import Customer
+from models.order import Order, OrderItem
+from models.user import User
+from schemas.tabs import TabOut, TabEntryOut, TabPaymentOut, TabPayRequest, TabForgiveRequest, TabCloseRequest
+from routers.deps import require_manager
+
+router = APIRouter()
+
+
+def _utcnow():
+    return datetime.now(timezone.utc)
+
+
+def _tab_out(tab: Tab) -> dict:
+    c = tab.customer
+    customer_name = c.name if c else None
+    if c and c.nickname:
+        customer_name = f"{c.name} «{c.nickname}»"
+    customer_phone = c.phone if c else None
+
+    total_charged = round(sum(e.amount for e in tab.entries), 2)
+    total_paid = round(sum(p.amount for p in tab.payments), 2)
+    balance = round(total_charged - total_paid, 2)
+
+    closed_by_name = None
+    if tab.closed_by:
+        closed_by_name = tab.closed_by.full_name or tab.closed_by.username
+
+    entries_out = []
+    for e in sorted(tab.entries, key=lambda x: x.created_at):
+        creator = e.created_by.full_name or e.created_by.username if e.created_by else None
+        entries_out.append({
+            "id": e.id, "tab_id": e.tab_id, "order_id": e.order_id,
+            "order_item_id": e.order_item_id, "amount": e.amount,
+            "description": e.description, "created_by_id": e.created_by_id,
+            "created_by_name": creator, "created_at": e.created_at,
+        })
+
+    payments_out = []
+    for p in sorted(tab.payments, key=lambda x: x.created_at):
+        receiver = p.received_by.full_name or p.received_by.username if p.received_by else None
+        payments_out.append({
+            "id": p.id, "tab_id": p.tab_id, "amount": p.amount,
+            "payment_method": p.payment_method, "received_by_id": p.received_by_id,
+            "received_by_name": receiver, "notes": p.notes, "created_at": p.created_at,
+        })
+
+    return {
+        "id": tab.id,
+        "customer_id": tab.customer_id,
+        "customer_name": customer_name,
+        "customer_phone": customer_phone,
+        "status": tab.status,
+        "opened_at": tab.opened_at,
+        "closed_at": tab.closed_at,
+        "closed_by_id": tab.closed_by_id,
+        "notes": tab.notes,
+        "balance": balance,
+        "total_charged": total_charged,
+        "total_paid": total_paid,
+        "entries": entries_out,
+        "payments": payments_out,
+    }
+
+
+@router.get("/", response_model=List[TabOut])
+def list_tabs(
+    tab_status: Optional[str] = None,
+    customer_id: Optional[int] = None,
+    db: Session = Depends(get_db),
+    user: User = Depends(require_manager),
+):
+    q = db.query(Tab)
+    if tab_status:
+        q = q.filter(Tab.status == tab_status)
+    else:
+        q = q.filter(Tab.status == "open")  # default: only open tabs
+    if customer_id:
+        q = q.filter(Tab.customer_id == customer_id)
+    tabs = q.order_by(Tab.opened_at.desc()).all()
+    result = [_tab_out(t) for t in tabs]
+    # Sort open tabs by balance descending
+    result.sort(key=lambda x: x["balance"], reverse=True)
+    return result
+
+
+@router.get("/{tab_id}", response_model=TabOut)
+def get_tab(tab_id: int, db: Session = Depends(get_db), user: User = Depends(require_manager)):
+    tab = db.query(Tab).filter(Tab.id == tab_id).first()
+    if not tab:
+        raise HTTPException(status_code=404, detail="Tab not found")
+    return _tab_out(tab)
+
+
+@router.post("/", response_model=TabOut, status_code=status.HTTP_201_CREATED)
+def open_tab(customer_id: int, db: Session = Depends(get_db), user: User = Depends(require_manager)):
+    customer = db.query(Customer).filter(Customer.id == customer_id, Customer.is_active == True).first()
+    if not customer:
+        raise HTTPException(status_code=404, detail="Customer not found")
+    existing = db.query(Tab).filter(Tab.customer_id == customer_id, Tab.status == "open").first()
+    if existing:
+        raise HTTPException(status_code=400, detail="Customer already has an open tab")
+    tab = Tab(customer_id=customer_id)
+    db.add(tab)
+    db.commit()
+    db.refresh(tab)
+    return _tab_out(tab)
+
+
+@router.post("/{tab_id}/entries", response_model=TabOut)
+def add_tab_entry(
+    tab_id: int,
+    order_id: Optional[int] = None,
+    order_item_id: Optional[int] = None,
+    amount: float = 0.0,
+    description: Optional[str] = None,
+    db: Session = Depends(get_db),
+    user: User = Depends(require_manager),
+):
+    tab = db.query(Tab).filter(Tab.id == tab_id, Tab.status == "open").first()
+    if not tab:
+        raise HTTPException(status_code=404, detail="Open tab not found")
+    if amount <= 0:
+        raise HTTPException(status_code=400, detail="Amount must be positive")
+    entry = TabEntry(
+        tab_id=tab_id, order_id=order_id, order_item_id=order_item_id,
+        amount=amount, description=description, created_by_id=user.id,
+    )
+    db.add(entry)
+    db.commit()
+    db.refresh(tab)
+    return _tab_out(tab)
+
+
+@router.post("/{tab_id}/pay", response_model=TabOut)
+def pay_tab(
+    tab_id: int,
+    body: TabPayRequest,
+    db: Session = Depends(get_db),
+    user: User = Depends(require_manager),
+):
+    tab = db.query(Tab).filter(Tab.id == tab_id, Tab.status == "open").first()
+    if not tab:
+        raise HTTPException(status_code=404, detail="Open tab not found")
+    if body.amount <= 0:
+        raise HTTPException(status_code=400, detail="Amount must be positive")
+    total_charged = sum(e.amount for e in tab.entries)
+    total_paid = sum(p.amount for p in tab.payments)
+    balance = total_charged - total_paid
+    if body.amount > balance + 0.005:
+        raise HTTPException(status_code=400, detail=f"Payment exceeds balance ({balance:.2f})")
+    payment = TabPayment(
+        tab_id=tab_id, amount=body.amount,
+        payment_method=body.payment_method, notes=body.notes,
+        received_by_id=user.id,
+    )
+    db.add(payment)
+    db.commit()
+    db.refresh(tab)
+    return _tab_out(tab)
+
+
+@router.post("/{tab_id}/close", response_model=TabOut)
+def close_tab(
+    tab_id: int,
+    body: TabCloseRequest,
+    db: Session = Depends(get_db),
+    user: User = Depends(require_manager),
+):
+    tab = db.query(Tab).filter(Tab.id == tab_id, Tab.status == "open").first()
+    if not tab:
+        raise HTTPException(status_code=404, detail="Open tab not found")
+    total_charged = sum(e.amount for e in tab.entries)
+    total_paid = sum(p.amount for p in tab.payments)
+    balance = round(total_charged - total_paid, 2)
+    if balance > 0.005:
+        raise HTTPException(status_code=400, detail=f"Tab still has a balance of €{balance:.2f} — pay it off first or use /forgive")
+    tab.status = "closed"
+    tab.closed_at = _utcnow()
+    tab.closed_by_id = user.id
+    if body.notes:
+        tab.notes = body.notes
+    db.commit()
+    db.refresh(tab)
+    return _tab_out(tab)
+
+
+@router.post("/{tab_id}/forgive", response_model=TabOut)
+def forgive_tab(
+    tab_id: int,
+    body: TabForgiveRequest,
+    db: Session = Depends(get_db),
+    user: User = Depends(require_manager),
+):
+    tab = db.query(Tab).filter(Tab.id == tab_id, Tab.status == "open").first()
+    if not tab:
+        raise HTTPException(status_code=404, detail="Open tab not found")
+    tab.status = "forgiven"
+    tab.closed_at = _utcnow()
+    tab.closed_by_id = user.id
+    if body.reason:
+        tab.notes = body.reason
+    db.commit()
+    db.refresh(tab)
+    return _tab_out(tab)
+
+
+# ── Customer tabs ──────────────────────────────────────────────────────────────
+
+@router.get("/customer/{customer_id}", response_model=List[TabOut])
+def customer_tabs(customer_id: int, db: Session = Depends(get_db), user: User = Depends(require_manager)):
+    tabs = db.query(Tab).filter(Tab.customer_id == customer_id).order_by(
+        Tab.status.asc(),  # open first
+        Tab.opened_at.desc(),
+    ).all()
+    return [_tab_out(t) for t in tabs]