TimeTracker/app/models/quote.py

from datetime import datetime
from decimal import Decimal
from sqlalchemy import and_
from app import db
from app.utils.timezone import now_in_app_timezone


def local_now():
    """Get current time in local timezone as naive datetime (for database storage)"""
    return now_in_app_timezone().replace(tzinfo=None)


class Quote(db.Model):
    """Quote model for managing client quotes that can be accepted as projects"""

    __tablename__ = "quotes"

    id = db.Column(db.Integer, primary_key=True)
    quote_number = db.Column(db.String(50), unique=True, nullable=False, index=True)
    client_id = db.Column(db.Integer, db.ForeignKey("clients.id"), nullable=False, index=True)

    # Quote details
    title = db.Column(db.String(200), nullable=False)
    description = db.Column(db.Text, nullable=True)
    status = db.Column(
        db.String(20), default="draft", nullable=False
    )  # 'draft', 'sent', 'accepted', 'rejected', 'expired'

    # Financial details (calculated from items)
    subtotal = db.Column(db.Numeric(10, 2), nullable=False, default=0)
    tax_rate = db.Column(db.Numeric(5, 2), nullable=False, default=0)  # Tax rate percentage
    tax_amount = db.Column(db.Numeric(10, 2), nullable=False, default=0)
    total_amount = db.Column(db.Numeric(10, 2), nullable=False, default=0)
    currency_code = db.Column(db.String(3), nullable=False, default="EUR")

    # Discount fields
    discount_type = db.Column(db.String(20), nullable=True)  # 'percentage' or 'fixed'
    discount_amount = db.Column(db.Numeric(10, 2), nullable=True, default=0)  # Discount value
    discount_reason = db.Column(db.String(500), nullable=True)  # Reason for discount
    coupon_code = db.Column(db.String(50), nullable=True, index=True)  # Optional coupon code

    # Validity and dates
    valid_until = db.Column(db.Date, nullable=True)  # Quote expiration date
    sent_at = db.Column(db.DateTime, nullable=True)  # When quote was sent to client
    accepted_at = db.Column(db.DateTime, nullable=True)  # When quote was accepted
    rejected_at = db.Column(db.DateTime, nullable=True)  # When quote was rejected

    # Approval Workflow fields
    approval_status = db.Column(
        db.String(20), default="not_required", nullable=False
    )  # 'not_required', 'pending', 'approved', 'rejected'
    approved_by = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=True)
    approved_at = db.Column(db.DateTime, nullable=True)
    rejection_reason = db.Column(db.Text, nullable=True)
    rejected_by = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=True)

    # Client portal visibility
    visible_to_client = db.Column(
        db.Boolean, default=False, nullable=False
    )  # Whether quote is visible in client portal

    # PDF template
    template_id = db.Column(db.Integer, db.ForeignKey("quote_pdf_templates.id"), nullable=True, index=True)

    # Relationships
    project_id = db.Column(
        db.Integer, db.ForeignKey("projects.id"), nullable=True, index=True
    )  # Created project when accepted

    # Metadata
    created_by = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=False)
    accepted_by = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=True)
    created_at = db.Column(db.DateTime, default=local_now, nullable=False)
    updated_at = db.Column(db.DateTime, default=local_now, onupdate=local_now, nullable=False)

    # Notes
    notes = db.Column(db.Text, nullable=True)  # Internal notes
    terms = db.Column(db.Text, nullable=True)  # Terms and conditions

    # Payment terms
    payment_terms = db.Column(
        db.String(100), nullable=True
    )  # e.g., "Net 30", "Net 60", "Due on Receipt", "2/10 Net 30"

    # Relationships
    client = db.relationship("Client", backref="quotes")
    project = db.relationship(
        "Project", primaryjoin="Quote.project_id == Project.id", foreign_keys="[Quote.project_id]", uselist=False
    )
    creator = db.relationship("User", foreign_keys=[created_by], backref="created_quotes")
    accepter = db.relationship("User", foreign_keys=[accepted_by], backref="accepted_quotes")
    approver = db.relationship("User", foreign_keys=[approved_by], backref="approved_quotes")
    rejecter = db.relationship("User", foreign_keys=[rejected_by], backref="rejected_quotes")
    items = db.relationship("QuoteItem", backref="quote", lazy="selectin", cascade="all, delete-orphan")
    template = db.relationship("QuotePDFTemplate", backref="quotes", lazy="joined")

    def __init__(self, quote_number, client_id, title, created_by, **kwargs):
        self.quote_number = quote_number
        self.client_id = client_id
        self.title = title.strip()
        self.created_by = created_by

        # Set optional fields
        self.description = kwargs.get("description", "").strip() if kwargs.get("description") else None
        self.status = kwargs.get("status", "draft")
        self.tax_rate = Decimal(str(kwargs.get("tax_rate", 0)))
        self.currency_code = kwargs.get("currency_code", "EUR")
        self.valid_until = kwargs.get("valid_until")
        self.notes = kwargs.get("notes", "").strip() if kwargs.get("notes") else None
        self.terms = kwargs.get("terms", "").strip() if kwargs.get("terms") else None
        self.payment_terms = kwargs.get("payment_terms", "").strip() if kwargs.get("payment_terms") else None
        self.visible_to_client = kwargs.get("visible_to_client", False)
        self.template_id = kwargs.get("template_id")

        # Discount fields
        self.discount_type = kwargs.get("discount_type")
        if kwargs.get("discount_amount"):
            self.discount_amount = Decimal(str(kwargs.get("discount_amount")))
        else:
            self.discount_amount = Decimal("0")
        self.discount_reason = kwargs.get("discount_reason", "").strip() if kwargs.get("discount_reason") else None
        self.coupon_code = kwargs.get("coupon_code", "").strip().upper() if kwargs.get("coupon_code") else None

    def __repr__(self):
        return f"<Quote {self.quote_number} ({self.title})>"

    @property
    def is_draft(self):
        """Check if quote is in draft status"""
        return self.status == "draft"

    @property
    def is_sent(self):
        """Check if quote has been sent"""
        return self.status == "sent"

    @property
    def is_accepted(self):
        """Check if quote has been accepted"""
        return self.status == "accepted"

    @property
    def is_rejected(self):
        """Check if quote has been rejected"""
        return self.status == "rejected"

    @property
    def is_expired(self):
        """Check if quote has expired"""
        if not self.valid_until:
            return False
        return local_now().date() > self.valid_until

    @property
    def can_be_accepted(self):
        """Check if quote can be accepted (sent and not expired)"""
        return self.status == "sent" and not self.is_expired

    @property
    def has_project(self):
        """Check if quote has been converted to a project"""
        return self.project_id is not None

    def calculate_totals(self):
        """Calculate quote totals from items, applying discount if any"""
        items_total = sum(item.total_amount for item in self.items)
        self.subtotal = items_total

        # Apply discount if set
        discount_value = Decimal("0")
        if self.discount_type and self.discount_amount:
            if self.discount_type == "percentage":
                # Percentage discount applied to subtotal
                discount_value = self.subtotal * (self.discount_amount / 100)
            elif self.discount_type == "fixed":
                # Fixed discount amount
                discount_value = min(self.discount_amount, self.subtotal)  # Can't discount more than subtotal

        # Calculate subtotal after discount
        subtotal_after_discount = self.subtotal - discount_value

        # Calculate tax on discounted amount
        self.tax_amount = subtotal_after_discount * (self.tax_rate / 100)
        self.total_amount = subtotal_after_discount + self.tax_amount

    @property
    def discount_value(self):
        """Calculate the discount value based on type"""
        if not self.discount_type or not self.discount_amount:
            return Decimal("0")

        if self.discount_type == "percentage":
            return self.subtotal * (self.discount_amount / 100)
        elif self.discount_type == "fixed":
            return min(self.discount_amount, self.subtotal)
        return Decimal("0")

    @property
    def subtotal_after_discount(self):
        """Get subtotal after discount is applied"""
        return self.subtotal - self.discount_value

    def calculate_due_date_from_payment_terms(self, issue_date=None):
        """Calculate due date based on payment terms

        Args:
            issue_date: Date to calculate from (defaults to today)

        Returns:
            Date object or None if payment terms cannot be parsed
        """
        from datetime import timedelta
        from app.utils.timezone import local_now

        if not self.payment_terms:
            return None

        if issue_date is None:
            issue_date = local_now().date()

        payment_terms = self.payment_terms.strip().upper()

        # Parse common payment terms
        # "Net 30" -> 30 days
        # "Net 60" -> 60 days
        # "Due on Receipt" -> 0 days
        # "2/10 Net 30" -> 30 days (ignore early payment discount)
        # "Net 15" -> 15 days
        # etc.

        if "DUE ON RECEIPT" in payment_terms or "IMMEDIATE" in payment_terms:
            return issue_date

        # Extract number from "Net XX" pattern
        import re

        match = re.search(r"NET\s*(\d+)", payment_terms)
        if match:
            days = int(match.group(1))
            return issue_date + timedelta(days=days)

        # Try to extract any number (fallback)
        numbers = re.findall(r"\d+", payment_terms)
        if numbers:
            days = int(numbers[-1])  # Use last number found
            return issue_date + timedelta(days=days)

        return None

    def send(self):
        """Mark quote as sent"""
        if self.requires_approval and self.approval_status != "approved":
            raise ValueError("Quote requires approval before it can be sent")
        self.status = "sent"
        self.sent_at = local_now()
        self.updated_at = local_now()

    def request_approval(self):
        """Request approval for the quote"""
        if not self.requires_approval:
            raise ValueError("Quote does not require approval")
        if self.approval_status == "approved":
            raise ValueError("Quote is already approved")
        self.approval_status = "pending"
        self.updated_at = local_now()

    def approve(self, user_id, notes=None):
        """Approve the quote"""
        if not self.requires_approval:
            raise ValueError("Quote does not require approval")
        if self.approval_status != "pending":
            raise ValueError("Quote is not pending approval")
        self.approval_status = "approved"
        self.approved_by = user_id
        self.approved_at = local_now()
        if notes:
            self.notes = (self.notes or "") + f"\n\nApproval notes: {notes}"
        self.updated_at = local_now()

    def reject_approval(self, user_id, reason):
        """Reject the quote in approval workflow"""
        if not self.requires_approval:
            raise ValueError("Quote does not require approval")
        if self.approval_status != "pending":
            raise ValueError("Quote is not pending approval")
        self.approval_status = "rejected"
        self.rejected_by = user_id
        self.rejected_at = local_now()
        self.rejection_reason = reason
        self.updated_at = local_now()

    def accept(self, user_id, project_id=None):
        """Accept the quote and optionally link to a project"""
        if not self.can_be_accepted:
            raise ValueError("Quote cannot be accepted in its current state")

        self.status = "accepted"
        self.accepted_at = local_now()
        self.accepted_by = user_id
        if project_id:
            self.project_id = project_id
        self.updated_at = local_now()

    def reject(self):
        """Reject the quote"""
        if self.status not in ["sent", "draft"]:
            raise ValueError("Quote cannot be rejected in its current state")

        self.status = "rejected"
        self.rejected_at = local_now()
        self.updated_at = local_now()

    def expire(self):
        """Mark quote as expired"""
        if self.status == "sent":
            self.status = "expired"
            self.updated_at = local_now()

    def to_dict(self):
        """Convert quote to dictionary for API responses"""
        self.calculate_totals()  # Ensure totals are up to date
        return {
            "id": self.id,
            "quote_number": self.quote_number,
            "client_id": self.client_id,
            "title": self.title,
            "description": self.description,
            "status": self.status,
            "subtotal": float(self.subtotal),
            "discount_type": self.discount_type,
            "discount_amount": float(self.discount_amount) if self.discount_amount else 0,
            "discount_value": float(self.discount_value),
            "discount_reason": self.discount_reason,
            "coupon_code": self.coupon_code,
            "subtotal_after_discount": float(self.subtotal_after_discount),
            "tax_rate": float(self.tax_rate),
            "tax_amount": float(self.tax_amount),
            "total_amount": float(self.total_amount),
            "currency_code": self.currency_code,
            "valid_until": self.valid_until.isoformat() if self.valid_until else None,
            "sent_at": self.sent_at.isoformat() if self.sent_at else None,
            "accepted_at": self.accepted_at.isoformat() if self.accepted_at else None,
            "rejected_at": self.rejected_at.isoformat() if self.rejected_at else None,
            "project_id": self.project_id,
            "created_by": self.created_by,
            "accepted_by": self.accepted_by,
            "created_at": self.created_at.isoformat() if self.created_at else None,
            "updated_at": self.updated_at.isoformat() if self.updated_at else None,
            "notes": self.notes,
            "terms": self.terms,
            "visible_to_client": self.visible_to_client,
            "template_id": self.template_id,
            "is_draft": self.is_draft,
            "is_sent": self.is_sent,
            "is_accepted": self.is_accepted,
            "is_rejected": self.is_rejected,
            "is_expired": self.is_expired,
            "can_be_accepted": self.can_be_accepted,
            "has_project": self.has_project,
            "items": [item.to_dict() for item in self.items],
        }

    @classmethod
    def generate_quote_number(cls):
        """Generate a unique quote number"""
        # Format: QUO-YYYYMMDD-XXX
        today = local_now()
        date_prefix = today.strftime("%Y%m%d")

        # Find the next available number for today
        existing = (
            cls.query.filter(cls.quote_number.like(f"QUO-{date_prefix}-%")).order_by(cls.quote_number.desc()).first()
        )

        if existing:
            # Extract the number part and increment
            try:
                last_num = int(existing.quote_number.split("-")[-1])
                next_num = last_num + 1
            except (ValueError, IndexError):
                next_num = 1
        else:
            next_num = 1

        return f"QUO-{date_prefix}-{next_num:03d}"


class QuoteItem(db.Model):
    """Quote line item model"""

    __tablename__ = "quote_items"

    id = db.Column(db.Integer, primary_key=True)
    quote_id = db.Column(db.Integer, db.ForeignKey("quotes.id"), nullable=False, index=True)

    # Item details
    description = db.Column(db.String(500), nullable=False)
    quantity = db.Column(db.Numeric(10, 2), nullable=False, default=1)
    unit_price = db.Column(db.Numeric(10, 2), nullable=False)
    total_amount = db.Column(db.Numeric(10, 2), nullable=False)

    # Optional fields
    unit = db.Column(db.String(20), nullable=True)  # 'hours', 'days', 'items', etc.

    # Inventory integration
    stock_item_id = db.Column(db.Integer, db.ForeignKey("stock_items.id"), nullable=True, index=True)
    warehouse_id = db.Column(db.Integer, db.ForeignKey("warehouses.id"), nullable=True)
    is_stock_item = db.Column(db.Boolean, default=False, nullable=False)

    # Metadata
    created_at = db.Column(db.DateTime, default=local_now, nullable=False)

    # Relationships
    stock_item = db.relationship("StockItem", foreign_keys=[stock_item_id], lazy="joined")
    warehouse = db.relationship("Warehouse", foreign_keys=[warehouse_id], lazy="joined")

    def __init__(self, quote_id, description, quantity, unit_price, unit=None, stock_item_id=None, warehouse_id=None):
        self.quote_id = quote_id
        self.description = description.strip()
        self.quantity = Decimal(str(quantity))
        self.unit_price = Decimal(str(unit_price))
        self.total_amount = self.quantity * self.unit_price
        self.unit = unit.strip() if unit else None
        self.stock_item_id = stock_item_id
        self.warehouse_id = warehouse_id
        self.is_stock_item = stock_item_id is not None

    def __repr__(self):
        return f"<QuoteItem {self.description} ({self.quantity} @ {self.unit_price})>"

    def to_dict(self):
        """Convert quote item to dictionary"""
        return {
            "id": self.id,
            "quote_id": self.quote_id,
            "description": self.description,
            "quantity": float(self.quantity),
            "unit_price": float(self.unit_price),
            "total_amount": float(self.total_amount),
            "unit": self.unit,
            "stock_item_id": self.stock_item_id,
            "warehouse_id": self.warehouse_id,
            "is_stock_item": self.is_stock_item,
            "created_at": self.created_at.isoformat() if self.created_at else None,
        }


class QuotePDFTemplate(db.Model):
    """Model for storing quote PDF templates by page size"""

    __tablename__ = "quote_pdf_templates"

    id = db.Column(db.Integer, primary_key=True)
    page_size = db.Column(db.String(20), nullable=False, unique=True)  # A4, Letter, A3, etc.
    template_html = db.Column(db.Text, nullable=True)  # Legacy HTML template (backward compatibility)
    template_css = db.Column(db.Text, nullable=True)  # Legacy CSS template (backward compatibility)
    design_json = db.Column(db.Text, nullable=True)  # Konva.js design state
    template_json = db.Column(db.Text, nullable=True)  # ReportLab template JSON (new format)
    date_format = db.Column(db.String(50), default="%d.%m.%Y", nullable=False)  # Date format for quotes (strftime format)
    is_default = db.Column(db.Boolean, default=False, nullable=False)
    created_at = db.Column(db.DateTime, default=local_now, nullable=False)
    updated_at = db.Column(db.DateTime, default=local_now, onupdate=local_now, nullable=False)

    # Standard page sizes and their dimensions in mm (for reference)
    PAGE_SIZES = {
        "A4": {"width": 210, "height": 297},
        "Letter": {"width": 216, "height": 279},
        "Legal": {"width": 216, "height": 356},
        "A3": {"width": 297, "height": 420},
        "A5": {"width": 148, "height": 210},
        "Tabloid": {"width": 279, "height": 432},
    }

    def __repr__(self):
        return f"<QuotePDFTemplate {self.page_size}>"

    @classmethod
    def get_template(cls, page_size="A4"):
        """Get template for a specific page size, creating default if needed"""
        template = cls.query.filter_by(page_size=page_size).first()
        if not template:
            # Create default template for this size with default JSON
            from app.utils.pdf_template_schema import get_default_template
            import json
            
            default_json = get_default_template(page_size)
            template = cls(
                page_size=page_size,
                template_json=json.dumps(default_json),
                date_format="%d.%m.%Y",
                is_default=(page_size == "A4")
            )
            db.session.add(template)
            try:
                db.session.commit()
            except Exception:
                db.session.rollback()
                # Try to get again in case it was created concurrently
                template = cls.query.filter_by(page_size=page_size).first()
                if not template:
                    raise
        
        # DON'T call ensure_template_json() here - it may overwrite saved templates
        # Only validate that template exists - if it has no JSON, it will be handled during export
        # This prevents overwriting saved custom templates with defaults
        return template

    @classmethod
    def get_all_templates(cls):
        """Get all templates"""
        return cls.query.order_by(cls.page_size).all()

    @classmethod
    def get_default_template(cls):
        """Get the default template"""
        template = cls.query.filter_by(is_default=True).first()
        if not template:
            template = cls.get_template("A4")
            template.is_default = True
            db.session.commit()
        return template
    
    def get_template_json(self):
        """Get template JSON, parsing from string if needed"""
        if not self.template_json:
            return None
        import json
        try:
            return json.loads(self.template_json)
        except Exception:
            return None
    
    def set_template_json(self, template_dict):
        """Set template JSON from dictionary"""
        import json
        self.template_json = json.dumps(template_dict) if template_dict else None
    
    def ensure_template_json(self):
        """Ensure template has valid JSON, generate if missing"""
        from flask import current_app
        import json
        
        # First check if template_json exists and is not empty
        if self.template_json and self.template_json.strip():
            # Validate that it's valid JSON
            try:
                parsed_json = json.loads(self.template_json)
                # If it's valid JSON with at least a page property, consider it valid
                if isinstance(parsed_json, dict) and "page" in parsed_json:
                    current_app.logger.info(f"[TEMPLATE] Quote template JSON is valid - PageSize: '{self.page_size}', TemplateID: {self.id}")
                    return  # Template JSON is valid, don't overwrite
                else:
                    current_app.logger.warning(f"[TEMPLATE] Quote template JSON exists but missing 'page' property - PageSize: '{self.page_size}', TemplateID: {self.id}")
            except json.JSONDecodeError as e:
                current_app.logger.warning(f"[TEMPLATE] Quote template JSON exists but is invalid JSON - PageSize: '{self.page_size}', TemplateID: {self.id}, Error: {str(e)}")
                # Invalid JSON - will generate default below
        
        # Only generate default if template_json is truly None or empty, or invalid
        if not self.template_json or not self.template_json.strip():
            current_app.logger.warning(f"[TEMPLATE] Generating default quote template JSON - PageSize: '{self.page_size}', TemplateID: {self.id}, Reason: template_json is missing or empty")
        else:
            current_app.logger.warning(f"[TEMPLATE] Generating default quote template JSON - PageSize: '{self.page_size}', TemplateID: {self.id}, Reason: existing JSON is invalid")
        
        from app.utils.pdf_template_schema import get_default_template
        import json
        
        default_json = get_default_template(self.page_size)
        self.template_json = json.dumps(default_json)
        try:
            db.session.commit()
            current_app.logger.info(f"[TEMPLATE] Default quote template JSON saved - PageSize: '{self.page_size}', TemplateID: {self.id}")
        except Exception as e:
            current_app.logger.error(f"[TEMPLATE] Failed to save default quote template JSON - PageSize: '{self.page_size}', TemplateID: {self.id}, Error: {str(e)}", exc_info=True)
            db.session.rollback()