 Dries Peeters
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db82068dfd
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feat(reporting,invoices): scaffold reporting + invoicing extensions
- Add data models:
- Reporting: SavedReportView, ReportEmailSchedule
- Currency/FX: Currency, ExchangeRate
- Tax: TaxRule (flexible rules with date ranges; client/project scoping)
- Invoices: InvoiceTemplate, Payment, CreditNote, InvoiceReminderSchedule
- Extend Invoice:
- Add currency_code and template_id
- Add relationships: payments, credits, reminder_schedules
- Compute outstanding by subtracting credits; helper to apply matching TaxRule
- Register new models in app/models/__init__.py
- DB: add Alembic migration 017 to create new tables and alter invoices
Notes:
- Requires database migration (alembic upgrade head).
- Follow-ups: FX fetching + scheduler, report builder UI/CRUD, utilization dashboard,
email schedules/reminders, invoice themes in UI, partial payments and credit notes in routes/templates
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2025-10-06 13:51:24 +02:00 |
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