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db82068dfd
- 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
44 lines
1.9 KiB
Python
44 lines
1.9 KiB
Python
from datetime import datetime
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from app import db
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class SavedReportView(db.Model):
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"""Saved configurations for the custom report builder."""
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__tablename__ = 'saved_report_views'
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id = db.Column(db.Integer, primary_key=True)
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name = db.Column(db.String(120), nullable=False)
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owner_id = db.Column(db.Integer, db.ForeignKey('users.id'), nullable=False, index=True)
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scope = db.Column(db.String(20), default='private', nullable=False) # private, team, public
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config_json = db.Column(db.Text, nullable=False) # JSON for filters, columns, groupings
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created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
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updated_at = db.Column(db.DateTime, default=datetime.utcnow, onupdate=datetime.utcnow, nullable=False)
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def __repr__(self):
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return f"<SavedReportView {self.name} ({self.scope})>"
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class ReportEmailSchedule(db.Model):
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"""Schedules to email saved reports on a cadence."""
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__tablename__ = 'report_email_schedules'
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id = db.Column(db.Integer, primary_key=True)
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saved_view_id = db.Column(db.Integer, db.ForeignKey('saved_report_views.id'), nullable=False, index=True)
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recipients = db.Column(db.Text, nullable=False) # comma-separated
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cadence = db.Column(db.String(20), nullable=False) # daily, weekly, monthly, custom-cron
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cron = db.Column(db.String(120), nullable=True)
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timezone = db.Column(db.String(50), nullable=True)
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next_run_at = db.Column(db.DateTime, nullable=True)
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last_run_at = db.Column(db.DateTime, nullable=True)
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active = db.Column(db.Boolean, default=True, nullable=False)
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created_by = db.Column(db.Integer, db.ForeignKey('users.id'), nullable=False)
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created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
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updated_at = db.Column(db.DateTime, default=datetime.utcnow, onupdate=datetime.utcnow, nullable=False)
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def __repr__(self):
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return f"<ReportEmailSchedule view={self.saved_view_id} cadence={self.cadence}>"
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