Commit Graph

10 Commits

Author SHA1 Message Date
Dries Peeters 4e2183caed fix(inventory): harden purchase-order creation and stock idempotency
Prevent 500s during first/parallel purchase-order creation by using collision-safe PO numbering, explicit validation, and reliable commit/error handling in web and API flows. Add regressions for purchase-order edge cases and invoice stock-reduction idempotency to catch adjacent inventory failures before release.
2026-03-26 14:52:06 +01:00
Dries Peeters 3641b277f5 Update tests 2026-03-08 06:50:42 +01:00
Dries Peeters dafefd5d67 fix(inventory): stock devaluation and lot logic (fixes #385)
InventoryReportService: use moved_at and reference_type/reference_id instead of non-existent movement_date and reference to avoid AttributeError in get_inventory_turnover, _get_stock_at_date, get_movement_history.

_ensure_legacy_lot: run only for outflows (movement_qty < 0) or record_devaluation (movement_qty None). For outflows use pre-movement total (updated_stock + abs(qty)) so FIFO consumption stays in sync with WarehouseStock. Skip for inbound to prevent double-count of new lots.

record_movement: stop swallowing exceptions from _apply_lot_changes; re-raise so callers can roll back and avoid inconsistent WarehouseStock vs StockLot state.

Movement form: dynamic quantity hint by type (return/waste/devaluation/default), required devaluation fields when shown, client-side sign checks for return (positive) and waste (negative).

Tests: test_first_inbound_with_no_lots_matches_warehouse_stock, test_first_outbound_with_no_lots_matches_warehouse_stock.
2026-01-20 19:59:28 +01:00
Dries Peeters 753b98d272 feat: add Peppol e-invoicing and stock lot valuation
Add Peppol BIS Billing 3.0 (UBL) invoice sending via a configurable access point, including admin-configurable settings, per-invoice send history, and documentation/README updates.

Also introduce stock lots/allocations (valuation layers) with supporting inventory route/report/UI updates and hardened startup migration handling.
2026-01-03 07:00:30 +01:00
Dries Peeters 3218ab012a feat: expand client portal and approval workflows
Add new client portal pages (dashboard, approvals, notifications, documents, reports) and extend API/routes/services to support client approvals, invoices/quotes views, and related notifications.

Update email templates and docs; add/adjust tests for new models/routes.
2026-01-02 07:52:32 +01:00
Dries Peeters 90dde470da style: standardize code formatting and normalize line endings
- Normalize line endings from CRLF to LF across all files to match .editorconfig
- Standardize quote style from single quotes to double quotes
- Normalize whitespace and formatting throughout codebase
- Apply consistent code style across 372 files including:
  * Application code (models, routes, services, utils)
  * Test files
  * Configuration files
  * CI/CD workflows

This ensures consistency with the project's .editorconfig settings and
improves code maintainability.
2025-11-28 20:05:37 +01:00
Dries Peeters 73dfeecbaa feat: Complete inventory management system implementation
Add comprehensive inventory management system with full feature set including
stock tracking, warehouse management, supplier management, purchase orders,
transfers, adjustments, and reporting.

Core Features:
- Stock Items: Full CRUD operations with categories, SKU, barcodes, pricing
- Warehouse Management: Multi-warehouse support with stock level tracking
- Supplier Management: Multi-supplier support with supplier-specific pricing
- Purchase Orders: Complete PO lifecycle (draft, sent, received, cancelled)
- Stock Transfers: Transfer stock between warehouses with audit trail
- Stock Adjustments: Dedicated interface for stock corrections
- Stock Reservations: Reserve stock for quotes/invoices/projects
- Movement History: Complete audit trail for all stock movements
- Low Stock Alerts: Automated alerts when items fall below reorder point

Reports & Analytics:
- Inventory Dashboard: Overview with key metrics and statistics
- Stock Valuation: Calculate total inventory value by warehouse/category
- Movement History Report: Detailed movement log with filters
- Turnover Analysis: Inventory turnover rates and sales analysis
- Low Stock Report: Comprehensive low stock items listing

Integration:
- Quote Integration: Stock reservation when quotes are created
- Invoice Integration: Automatic stock reduction on invoice payment
- Project Integration: Stock allocation for project requirements
- API Endpoints: RESTful API for suppliers, purchase orders, and inventory

Technical Implementation:
- 9 new database models with proper relationships
- 3 Alembic migrations for schema changes
- 60+ new routes for inventory management
- 20+ templates for all inventory features
- Comprehensive permission system integration
- CSRF protection on all forms
- Full menu navigation integration

Testing:
- Unit tests for inventory models
- Route tests for inventory endpoints
- Integration tests for quote/invoice stock integration

Documentation:
- Implementation plan document
- Missing features analysis
- Implementation status tracking
2025-11-23 18:39:22 +01:00
Dries Peeters a18de04a6a feat: Add webhook system for real-time event notifications
Implement comprehensive webhook system supporting 40+ event types with automatic retries, HMAC signatures, delivery tracking, REST API, and admin UI. Integrates with Activity logging for automatic event triggering.

- Database: Add webhooks and webhook_deliveries tables (migration 046)

- API: Full CRUD endpoints with read:webhooks/write:webhooks scopes

- UI: Admin interface for webhook management and testing

- Service: Automatic retry with exponential backoff every 5 minutes

- Security: HMAC-SHA256 signature verification

- Tests: Model and service tests included

- Docs: Complete integration guide with examples
2025-11-14 13:52:56 +01:00
Dries Peeters 70d9dad4f3 Big testing update 2025-11-14 12:08:50 +01:00
Dries Peeters b353184a4f feat: implement advanced expense management with templates and navigation
Implement complete Advanced Expense Management feature set with UI templates,
database schema fixes, and reorganized navigation structure.

Features:
- Expense Categories: Full CRUD with budget tracking and visualization
- Mileage Tracking: Vehicle mileage entries with approval workflow
- Per Diem Management: Daily allowance claims with location-based rates
- Receipt OCR: Infrastructure for receipt scanning (utilities ready)

Database:
- Migration 037: Create expense_categories, mileage, per_diem_rates, per_diems tables
- Migration 038: Fix schema column name mismatches (trip_purpose→purpose, etc.)
- Add missing columns (description, odometer, rates, reimbursement tracking)
- Fix circular foreign key dependencies

Templates (11 new files):
- expense_categories/: list, form, view
- mileage/: list, form, view
- per_diem/: list, form, view, rates_list, rate_form

Navigation:
- Move Mileage and Per Diem to Expenses sub-pages (header buttons)
- Move Expense Categories to Admin menu only
- Remove expense management items from Finance menu

Fixes:
- Fix NoneType comparison error in expense categories utilization
- Handle None values safely in budget progress bars
- Resolve database column name mismatches

UI/UX:
- Responsive design with Tailwind CSS and dark mode support
- Real-time calculations for mileage amounts
- Color-coded budget utilization progress bars
- Status badges for approval workflow states
- Advanced filtering on all list views

Default data:
- 7 expense categories (Travel, Meals, Accommodation, etc.)
- 4 per diem rates (US, GB, DE, FR)
2025-10-31 06:21:35 +01:00