Files
xenia-pos-local/local_backend/routers/expenses.py
bonamin a675c2e091 feat: Phase 2D — expense tracking + supplier contact book
Backend:
- New models: Contact, Expense, ExpensePayment (3 new tables)
- Expense status (paid/partial/due) is always computed from paid_amount vs total_amount — never stored
- paid_amount recomputed from sum of all payments on each payment write (no client trust)
- New router /api/contacts/: list, create, update, soft-delete (is_active=false)
- New router /api/expenses/: list (filter by status/category/contact), create, update, delete,
  record payment, summary (total_due, total_paid, by_category)
- Migrations: CREATE TABLE IF NOT EXISTS for contacts, expenses, expense_payments

Frontend:
- ContactsPage (/contacts): searchable table, type badge (Προμηθευτής/Προσωπικό/Κοινή Χρεία/Άλλο),
  create/edit modal, soft-delete
- ExpensesPage (/expenses): filter bar (status + category), expandable rows with payment history,
  summary header showing total outstanding, inline Payment modal (defaults to full due amount),
  create/edit expense modal
- Sidebar: Receipt icon for Έξοδα, BookUser icon for Επαφές

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-08 02:33:20 +03:00

221 lines
8.0 KiB
Python

from datetime import datetime, timezone
from fastapi import APIRouter, Depends, HTTPException, status, Query
from sqlalchemy.orm import Session
from typing import List, Optional
from database import get_db
from models.expenses import Contact, Expense, ExpensePayment
from models.user import User
from schemas.expenses import (
ContactCreate, ContactUpdate, ContactOut,
ExpenseCreate, ExpenseUpdate, ExpenseOut,
ExpensePaymentCreate, ExpensePaymentOut,
)
from routers.deps import require_manager
contacts_router = APIRouter()
expenses_router = APIRouter()
def _utcnow():
return datetime.now(timezone.utc)
def _expense_status(total: float, paid: float) -> str:
if paid >= total:
return "paid"
if paid > 0:
return "partial"
return "due"
def _expense_out(e: Expense) -> dict:
contact_name = None
if e.contact:
contact_name = e.contact.name
creator_name = None
if e.created_by:
creator_name = e.created_by.full_name or e.created_by.username
due_amount = round(max(0.0, e.total_amount - e.paid_amount), 2)
payments_out = []
for p in e.payments:
payer_name = None
if p.paid_by:
payer_name = p.paid_by.full_name or p.paid_by.username
payments_out.append({
"id": p.id,
"expense_id": p.expense_id,
"amount": p.amount,
"paid_at": p.paid_at,
"paid_by_id": p.paid_by_id,
"paid_by_name": payer_name,
"notes": p.notes,
})
return {
"id": e.id,
"description": e.description,
"category": e.category,
"contact_id": e.contact_id,
"contact_name": contact_name,
"total_amount": e.total_amount,
"paid_amount": e.paid_amount,
"due_amount": due_amount,
"status": _expense_status(e.total_amount, e.paid_amount),
"due_date": e.due_date,
"business_day_id": e.business_day_id,
"created_by_id": e.created_by_id,
"created_by_name": creator_name,
"created_at": e.created_at,
"notes": e.notes,
"payments": payments_out,
}
# ── Contacts ──────────────────────────────────────────────────────────────────
@contacts_router.get("/", response_model=List[ContactOut])
def list_contacts(
include_inactive: bool = False,
db: Session = Depends(get_db),
user: User = Depends(require_manager),
):
q = db.query(Contact)
if not include_inactive:
q = q.filter(Contact.is_active == True)
return q.order_by(Contact.name).all()
@contacts_router.post("/", response_model=ContactOut, status_code=status.HTTP_201_CREATED)
def create_contact(body: ContactCreate, db: Session = Depends(get_db), user: User = Depends(require_manager)):
contact = Contact(**body.model_dump())
db.add(contact)
db.commit()
db.refresh(contact)
return contact
@contacts_router.put("/{contact_id}", response_model=ContactOut)
def update_contact(contact_id: int, body: ContactUpdate, db: Session = Depends(get_db), user: User = Depends(require_manager)):
contact = db.query(Contact).filter(Contact.id == contact_id).first()
if not contact:
raise HTTPException(status_code=404, detail="Contact not found")
for field, value in body.model_dump(exclude_none=True).items():
setattr(contact, field, value)
db.commit()
db.refresh(contact)
return contact
@contacts_router.delete("/{contact_id}", status_code=status.HTTP_204_NO_CONTENT)
def delete_contact(contact_id: int, db: Session = Depends(get_db), user: User = Depends(require_manager)):
contact = db.query(Contact).filter(Contact.id == contact_id).first()
if not contact:
raise HTTPException(status_code=404, detail="Contact not found")
contact.is_active = False
db.commit()
# ── Expenses ──────────────────────────────────────────────────────────────────
@expenses_router.get("/summary")
def expense_summary(
db: Session = Depends(get_db),
user: User = Depends(require_manager),
):
expenses = db.query(Expense).all()
total_due = sum(max(0.0, e.total_amount - e.paid_amount) for e in expenses if e.paid_amount < e.total_amount)
total_paid = sum(e.paid_amount for e in expenses)
by_category: dict = {}
for e in expenses:
c = e.category
if c not in by_category:
by_category[c] = {"category": c, "total": 0.0, "paid": 0.0, "due": 0.0}
by_category[c]["total"] += e.total_amount
by_category[c]["paid"] += e.paid_amount
by_category[c]["due"] += max(0.0, e.total_amount - e.paid_amount)
return {
"total_due": round(total_due, 2),
"total_paid": round(total_paid, 2),
"by_category": list(by_category.values()),
}
@expenses_router.get("/", response_model=List[ExpenseOut])
def list_expenses(
expense_status: Optional[str] = Query(default=None, alias="status"),
category: Optional[str] = None,
contact_id: Optional[int] = None,
business_day_id: Optional[int] = None,
db: Session = Depends(get_db),
user: User = Depends(require_manager),
):
expenses = db.query(Expense).order_by(Expense.created_at.desc()).all()
result = [_expense_out(e) for e in expenses]
if expense_status:
result = [e for e in result if e["status"] == expense_status]
if category:
result = [e for e in result if e["category"] == category]
if contact_id:
result = [e for e in result if e["contact_id"] == contact_id]
if business_day_id:
result = [e for e in result if e["business_day_id"] == business_day_id]
return result
@expenses_router.post("/", response_model=ExpenseOut, status_code=status.HTTP_201_CREATED)
def create_expense(body: ExpenseCreate, db: Session = Depends(get_db), user: User = Depends(require_manager)):
expense = Expense(**body.model_dump(), created_by_id=user.id)
db.add(expense)
db.commit()
db.refresh(expense)
return _expense_out(expense)
@expenses_router.put("/{expense_id}", response_model=ExpenseOut)
def update_expense(expense_id: int, body: ExpenseUpdate, db: Session = Depends(get_db), user: User = Depends(require_manager)):
expense = db.query(Expense).filter(Expense.id == expense_id).first()
if not expense:
raise HTTPException(status_code=404, detail="Expense not found")
for field, value in body.model_dump(exclude_none=True).items():
setattr(expense, field, value)
db.commit()
db.refresh(expense)
return _expense_out(expense)
@expenses_router.delete("/{expense_id}", status_code=status.HTTP_204_NO_CONTENT)
def delete_expense(expense_id: int, db: Session = Depends(get_db), user: User = Depends(require_manager)):
expense = db.query(Expense).filter(Expense.id == expense_id).first()
if not expense:
raise HTTPException(status_code=404, detail="Expense not found")
db.delete(expense)
db.commit()
@expenses_router.post("/{expense_id}/pay", response_model=ExpenseOut)
def record_payment(
expense_id: int,
body: ExpensePaymentCreate,
db: Session = Depends(get_db),
user: User = Depends(require_manager),
):
expense = db.query(Expense).filter(Expense.id == expense_id).first()
if not expense:
raise HTTPException(status_code=404, detail="Expense not found")
if body.amount <= 0:
raise HTTPException(status_code=400, detail="Payment amount must be positive")
payment = ExpensePayment(
expense_id=expense_id,
amount=body.amount,
paid_by_id=user.id,
notes=body.notes,
)
db.add(payment)
db.flush()
# recompute paid_amount from all payments (never trust client totals)
all_payments = db.query(ExpensePayment).filter(ExpensePayment.expense_id == expense_id).all()
expense.paid_amount = round(sum(p.amount for p in all_payments), 2)
db.commit()
db.refresh(expense)
return _expense_out(expense)