Files
bambuddy/backend/app/api/routes/finance.py
T

1045 lines
37 KiB
Python

import calendar
from datetime import datetime, timezone
from zoneinfo import ZoneInfo, ZoneInfoNotFoundError
from fastapi import APIRouter, Depends, HTTPException, Query
from sqlalchemy import case, func, or_, select
from sqlalchemy.ext.asyncio import AsyncSession
from sqlalchemy.orm import selectinload
from backend.app.core.auth import RequirePermissionIfAuthEnabled, require_auth_if_enabled
from backend.app.core.database import get_db
from backend.app.core.permissions import Permission
from backend.app.models.finance import (
BudgetReservation,
CostCenter,
CostCenterMember,
TransactionType,
UserWallet,
WalletTransaction,
normalize_transaction_type,
)
from backend.app.models.settings import Settings
from backend.app.models.user import User
from backend.app.schemas.finance import (
CostCenterBudgetUpdateRequest,
CostCenterCreateRequest,
CostCenterDetailResponse,
CostCenterMemberRequest,
CostCenterMemberResponse,
CostCenterSummaryResponse,
CostCenterUpdateRequest,
ManualPrintRequest,
TransactionEditRequest,
WalletAdjustmentRequest,
WalletAdjustmentResponse,
WalletBalanceResponse,
WalletTransactionListResponse,
WalletTransactionResponse,
)
from backend.app.services.finance_balance import (
calculate_personal_balance,
is_personal_transaction,
personal_balance_condition,
sync_personal_wallet_balance,
)
from backend.app.services.finance_budget import get_cost_center_reserved_map
router = APIRouter(prefix="/finance", tags=["finance"])
def _serialize_wallet_transaction(tx: WalletTransaction) -> WalletTransactionResponse:
transaction_type = (
tx.transaction_type.value if isinstance(tx.transaction_type, TransactionType) else tx.transaction_type
)
return WalletTransactionResponse.model_construct(
id=tx.id,
user_id=tx.user_id,
cost_center_id=tx.cost_center_id,
transaction_type=transaction_type,
amount=tx.amount,
balance_after=tx.balance_after,
description=tx.description,
created_by_user_id=tx.created_by_user_id,
print_run_id=tx.print_run_id,
print_archive_id=tx.print_archive_id,
print_queue_id=tx.print_queue_id,
created_at=tx.created_at,
)
def _clamp_day(year: int, month: int, desired_day: int) -> int:
return min(max(1, desired_day), calendar.monthrange(year, month)[1])
async def _get_budget_window_start_utc(db: AsyncSession) -> datetime:
"""Resolve monthly budget window start in UTC using configurable reset day/timezone.
Defaults preserve current behavior: day=1, timezone=UTC.
"""
desired_day = 1
tz_name = "UTC"
result = await db.execute(
select(Settings).where(Settings.key.in_(["finance_budget_reset_day", "finance_budget_reset_timezone"]))
)
for setting in result.scalars().all():
if setting.key == "finance_budget_reset_day":
try:
parsed = int(setting.value)
if 1 <= parsed <= 31:
desired_day = parsed
except (TypeError, ValueError):
pass
elif setting.key == "finance_budget_reset_timezone":
value = (setting.value or "").strip()
if value:
tz_name = value
try:
tz = ZoneInfo(tz_name)
except ZoneInfoNotFoundError:
tz = timezone.utc
now_local = datetime.now(tz)
current_month_reset_day = _clamp_day(now_local.year, now_local.month, desired_day)
if now_local.day >= current_month_reset_day:
start_local = datetime(now_local.year, now_local.month, current_month_reset_day, tzinfo=tz)
else:
prev_year = now_local.year
prev_month = now_local.month - 1
if prev_month == 0:
prev_month = 12
prev_year -= 1
prev_month_reset_day = _clamp_day(prev_year, prev_month, desired_day)
start_local = datetime(prev_year, prev_month, prev_month_reset_day, tzinfo=tz)
return start_local.astimezone(timezone.utc)
async def _get_cost_center_usage_maps(
db: AsyncSession,
cost_center_ids: list[int],
) -> tuple[dict[int, float], dict[int, float]]:
if not cost_center_ids:
return {}, {}
spend_expr = case((WalletTransaction.amount < 0, -WalletTransaction.amount), else_=0.0)
total_rows = await db.execute(
select(WalletTransaction.cost_center_id, func.coalesce(func.sum(spend_expr), 0.0))
.where(
WalletTransaction.cost_center_id.in_(cost_center_ids),
WalletTransaction.cost_center_id.is_not(None),
WalletTransaction.is_voided.is_(False),
)
.group_by(WalletTransaction.cost_center_id)
)
budget_window_start_utc = await _get_budget_window_start_utc(db)
month_rows = await db.execute(
select(WalletTransaction.cost_center_id, func.coalesce(func.sum(spend_expr), 0.0))
.where(
WalletTransaction.cost_center_id.in_(cost_center_ids),
WalletTransaction.cost_center_id.is_not(None),
WalletTransaction.is_voided.is_(False),
WalletTransaction.created_at >= budget_window_start_utc,
)
.group_by(WalletTransaction.cost_center_id)
)
total_map = {int(center_id): float(value) for center_id, value in total_rows.all() if center_id is not None}
month_map = {int(center_id): float(value) for center_id, value in month_rows.all() if center_id is not None}
return total_map, month_map
async def _get_cost_center_balance_map(
db: AsyncSession,
cost_center_ids: list[int],
) -> dict[int, float]:
if not cost_center_ids:
return {}
rows = await db.execute(
select(WalletTransaction.cost_center_id, func.coalesce(func.sum(WalletTransaction.amount), 0.0))
.where(
WalletTransaction.cost_center_id.in_(cost_center_ids),
WalletTransaction.cost_center_id.is_not(None),
WalletTransaction.is_voided.is_(False),
)
.group_by(WalletTransaction.cost_center_id)
)
return {int(center_id): float(value) for center_id, value in rows.all() if center_id is not None}
async def _get_cost_center_reserved_map(
db: AsyncSession,
cost_center_ids: list[int],
) -> dict[int, float]:
return await get_cost_center_reserved_map(db, cost_center_ids)
def _budget_mode_and_limit(center: CostCenter) -> tuple[str, float | None]:
# Monthly takes precedence if legacy data still has both set.
if center.monthly_budget is not None:
return "monthly", float(center.monthly_budget)
if center.total_budget is not None:
return "total", float(center.total_budget)
return "none", None
def _to_cost_center_summary(
center: CostCenter,
*,
can_print: bool,
total_usage: float,
month_usage: float,
total_balance: float,
reserved: float = 0.0,
) -> CostCenterSummaryResponse:
budget_mode, budget_limit = _budget_mode_and_limit(center)
budget_used = month_usage if budget_mode == "monthly" else total_usage if budget_mode == "total" else None
budget_available = (
max(0.0, budget_limit - budget_used - reserved)
if budget_limit is not None and budget_used is not None
else None
)
return CostCenterSummaryResponse(
id=center.id,
name=center.name,
is_private=center.is_private,
owner_user_id=center.owner_user_id,
is_active=center.is_active,
total_balance=total_balance,
total_budget=center.total_budget,
monthly_budget=center.monthly_budget,
budget_mode=budget_mode,
budget_limit=budget_limit,
budget_used=budget_used,
budget_available=budget_available,
can_print=can_print,
)
async def _require_authenticated_user(current_user: User | None) -> User:
if current_user is None:
raise HTTPException(status_code=401, detail="Authentication required")
return current_user
def _has_cost_center_admin_access(user: User) -> bool:
return user.has_any_permission(
Permission.COST_CENTERS_READ_ALL.value,
Permission.COST_CENTERS_MODIFY.value,
Permission.COST_CENTERS_CREATE.value,
)
async def _require_cost_center_admin_access(current_user: User | None) -> User:
user = await _require_authenticated_user(current_user)
if not _has_cost_center_admin_access(user):
raise HTTPException(status_code=403, detail="Missing required permissions for cost center administration")
return user
async def _get_or_create_wallet(db: AsyncSession, user_id: int) -> UserWallet:
result = await db.execute(select(UserWallet).where(UserWallet.user_id == user_id))
wallet = result.scalar_one_or_none()
if wallet:
return wallet
wallet = UserWallet(user_id=user_id, balance=0.0, currency="EUR")
db.add(wallet)
await db.flush()
await db.refresh(wallet)
return wallet
async def _get_user_or_404(db: AsyncSession, user_id: int) -> User:
result = await db.execute(select(User).where(User.id == user_id))
user = result.scalar_one_or_none()
if user is None:
raise HTTPException(status_code=404, detail="User not found")
return user
async def _get_cost_center_or_404(db: AsyncSession, cost_center_id: int) -> CostCenter:
result = await db.execute(
select(CostCenter).options(selectinload(CostCenter.members)).where(CostCenter.id == cost_center_id)
)
center = result.scalar_one_or_none()
if center is None:
raise HTTPException(status_code=404, detail="Cost center not found")
return center
def _to_balance_response(wallet: UserWallet) -> WalletBalanceResponse:
return WalletBalanceResponse(
user_id=wallet.user_id,
balance=wallet.balance,
currency=wallet.currency,
updated_at=wallet.updated_at,
)
async def _get_wallet_balance_read_only(db: AsyncSession, user_id: int) -> WalletBalanceResponse:
"""Return a balance without creating a wallet row from a GET request."""
wallet = await db.scalar(select(UserWallet).where(UserWallet.user_id == user_id))
if wallet is not None:
return _to_balance_response(wallet)
return WalletBalanceResponse(
user_id=user_id,
balance=await calculate_personal_balance(db, user_id),
currency="EUR",
updated_at=None,
)
async def _build_personal_balance_map(
db: AsyncSession,
user_id: int,
transaction_ids: list[int],
) -> dict[int, float]:
"""Return running balances only for transactions on the requested page."""
if not transaction_ids:
return {}
running = (
select(
WalletTransaction.id.label("transaction_id"),
func.sum(WalletTransaction.amount)
.over(order_by=(WalletTransaction.created_at.asc(), WalletTransaction.id.asc()))
.label("running_balance"),
)
.outerjoin(CostCenter, WalletTransaction.cost_center_id == CostCenter.id)
.where(
WalletTransaction.user_id == user_id,
WalletTransaction.is_voided.is_(False),
personal_balance_condition(user_id),
)
.subquery()
)
result = await db.execute(
select(running.c.transaction_id, running.c.running_balance).where(running.c.transaction_id.in_(transaction_ids))
)
return {int(transaction_id): round(float(balance), 2) for transaction_id, balance in result.all()}
async def _create_wallet_adjustment(
db: AsyncSession,
*,
target_user_id: int,
actor_user_id: int,
amount: float,
transaction_type: str,
description: str | None,
cost_center_id: int | None,
) -> WalletAdjustmentResponse:
transaction_type = normalize_transaction_type(transaction_type)
if cost_center_id is not None:
await _get_cost_center_or_404(db, cost_center_id)
wallet = await _get_or_create_wallet(db, target_user_id)
affects_personal_wallet = await is_personal_transaction(db, target_user_id, cost_center_id)
# Calculate balance_after for this specific transaction context
if cost_center_id is None:
# Personal transaction: validate and update user wallet
new_balance = wallet.balance + amount
if new_balance < 0:
raise HTTPException(status_code=400, detail="Insufficient balance for withdrawal")
balance_after = new_balance
else:
# Cost-center transaction: validate against cost center balance only (global, not per-user)
result = await db.execute(
select(func.coalesce(func.sum(WalletTransaction.amount), 0.0)).where(
WalletTransaction.cost_center_id == cost_center_id,
WalletTransaction.is_voided.is_(False),
)
)
current_cc_balance = float(result.scalar() or 0.0)
new_cc_balance = current_cc_balance + amount
if new_cc_balance < 0:
raise HTTPException(status_code=400, detail="Insufficient cost center balance for withdrawal")
balance_after = new_cc_balance
if affects_personal_wallet and wallet.balance + amount < 0:
raise HTTPException(status_code=400, detail="Insufficient balance for withdrawal")
tx = WalletTransaction(
user_id=target_user_id,
cost_center_id=cost_center_id,
transaction_type=transaction_type,
amount=amount,
balance_after=balance_after,
description=description,
created_by_user_id=actor_user_id,
)
db.add(tx)
await db.flush()
await sync_personal_wallet_balance(db, wallet)
await db.commit()
await db.refresh(wallet)
await db.refresh(tx)
# Return appropriate balance based on transaction type
if affects_personal_wallet:
# Personal transaction: return user wallet balance
response_balance = _to_balance_response(wallet)
else:
# Cost-center transaction: return cost-center balance as if it were a wallet
response_balance = WalletBalanceResponse(
user_id=target_user_id,
balance=balance_after,
currency=wallet.currency,
updated_at=tx.created_at,
)
return WalletAdjustmentResponse(
transaction=_serialize_wallet_transaction(tx),
balance=response_balance,
)
@router.get("/me/balance", response_model=WalletBalanceResponse)
async def get_my_balance(
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_READ_OWN),
):
"""Return the current user's wallet balance."""
user = await _require_authenticated_user(current_user)
return await _get_wallet_balance_read_only(db, user.id)
@router.get("/me/transactions", response_model=WalletTransactionListResponse)
async def get_my_transactions(
limit: int = Query(50, ge=1, le=500),
offset: int = Query(0, ge=0),
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_READ_OWN),
):
"""Return wallet ledger entries for the current user."""
user = await _require_authenticated_user(current_user)
total_result = await db.execute(
select(func.count(WalletTransaction.id)).where(
WalletTransaction.user_id == user.id,
WalletTransaction.is_voided.is_(False),
)
)
total = int(total_result.scalar_one() or 0)
result = await db.execute(
select(WalletTransaction)
.where(WalletTransaction.user_id == user.id, WalletTransaction.is_voided.is_(False))
.order_by(WalletTransaction.created_at.desc(), WalletTransaction.id.desc())
.limit(limit)
.offset(offset)
)
transactions = result.scalars().all()
personal_balance_map = await _build_personal_balance_map(db, user.id, [tx.id for tx in transactions])
return WalletTransactionListResponse(
items=[
_serialize_wallet_transaction(tx).model_copy(
update={"balance_after": personal_balance_map.get(tx.id, tx.balance_after)}
)
for tx in transactions
],
total=total,
limit=limit,
offset=offset,
)
@router.get("/transactions", response_model=WalletTransactionListResponse)
async def get_all_transactions(
limit: int = Query(50, ge=1, le=500),
offset: int = Query(0, ge=0),
user_id: int | None = Query(None, description="Optional filter by user id"),
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_READ_ALL),
):
"""Return wallet ledger entries across users for admin finance view."""
await _require_authenticated_user(current_user)
conditions = [WalletTransaction.is_voided.is_(False)]
if user_id is not None:
await _get_user_or_404(db, user_id)
conditions.append(WalletTransaction.user_id == user_id)
total_result = await db.execute(select(func.count(WalletTransaction.id)).where(*conditions))
total = int(total_result.scalar_one() or 0)
result = await db.execute(
select(WalletTransaction)
.where(*conditions)
.order_by(WalletTransaction.created_at.desc(), WalletTransaction.id.desc())
.limit(limit)
.offset(offset)
)
transactions = result.scalars().all()
return WalletTransactionListResponse(
items=[_serialize_wallet_transaction(tx) for tx in transactions],
total=total,
limit=limit,
offset=offset,
)
async def _rebuild_wallet_ledger_for_user(db: AsyncSession, user_id: int) -> None:
"""Rebuild through the same canonical ledger repair used at startup."""
from backend.app.core.database import repair_wallet_ledger_internal
await repair_wallet_ledger_internal(db)
@router.delete("/transactions/{transaction_id}")
async def delete_transaction(
transaction_id: int,
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_MODIFY),
):
"""Delete a wallet transaction and rebuild the user's ledger to keep balances consistent."""
await _require_authenticated_user(current_user)
result = await db.execute(
select(WalletTransaction).where(
WalletTransaction.id == transaction_id,
WalletTransaction.is_voided.is_(False),
)
)
tx = result.scalar_one_or_none()
if tx is None:
raise HTTPException(status_code=404, detail="Transaction not found")
user_id = tx.user_id
# Keep a hidden, zero-effect tombstone for the billing_run_id. A delayed
# duplicate completion therefore cannot recreate this deliberately removed
# charge, while a later reprint of the same archive has its own run ID and
# remains billable.
tx.is_voided = True
await db.flush()
await _rebuild_wallet_ledger_for_user(db, user_id)
return {"status": "success"}
@router.patch("/transactions/{transaction_id}", response_model=WalletTransactionResponse)
async def edit_transaction(
transaction_id: int,
request: TransactionEditRequest,
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_MODIFY),
):
"""Edit a wallet transaction (user_id, cost_center_id, amount, description) and rebuild ledger."""
await _require_authenticated_user(current_user)
result = await db.execute(
select(WalletTransaction).where(
WalletTransaction.id == transaction_id,
WalletTransaction.is_voided.is_(False),
)
)
tx = result.scalar_one_or_none()
if tx is None:
raise HTTPException(status_code=404, detail="Transaction not found")
# Apply edits
if request.user_id is not None:
await _get_user_or_404(db, request.user_id)
tx.user_id = request.user_id
if "cost_center_id" in request.model_fields_set:
if request.cost_center_id is not None:
await _get_cost_center_or_404(db, request.cost_center_id)
tx.cost_center_id = request.cost_center_id
if request.amount is not None:
tx.amount = request.amount
if request.description is not None:
# Append "(Admin edit)" marker if not already present
new_desc = request.description
if not new_desc.endswith("(Admin edit)"):
new_desc = f"{new_desc} (Admin edit)"
tx.description = new_desc
db.add(tx)
await db.flush()
# Rebuild full ledger using the current session
from backend.app.core.database import repair_wallet_ledger_internal
await repair_wallet_ledger_internal(db)
await db.refresh(tx)
return tx
@router.post("/transactions/manual", response_model=WalletTransactionResponse)
async def create_manual_print(
request: ManualPrintRequest,
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_MODIFY),
):
"""Create a manual print charge transaction (for admin purposes)."""
await _require_authenticated_user(current_user)
await _get_user_or_404(db, request.user_id)
await _get_cost_center_or_404(db, request.cost_center_id)
from datetime import timezone
# Use provided created_at or current time
created_at = request.created_at or datetime.now(timezone.utc)
# Ensure manual print charges are negative amounts (charges reduce wallet)
amount = request.amount
if amount > 0:
amount = -abs(amount)
# Create transaction
tx = WalletTransaction(
user_id=request.user_id,
cost_center_id=request.cost_center_id,
transaction_type=TransactionType.MANUAL_ADJUSTMENT.value,
amount=amount,
balance_after=None, # Will be set by repair_wallet_ledger_internal
description=request.description or "Manual print charge",
created_by_user_id=current_user.id if current_user else None,
created_at=created_at,
)
db.add(tx)
await db.flush()
# Rebuild full ledger using the current session
from backend.app.core.database import repair_wallet_ledger_internal
await repair_wallet_ledger_internal(db)
await db.refresh(tx)
return tx
@router.get("/cost-centers/mine", response_model=list[CostCenterSummaryResponse])
async def get_my_cost_centers(
db: AsyncSession = Depends(get_db),
current_user: User | None = Depends(require_auth_if_enabled),
):
"""Return private and assigned cost centers for the current user."""
user = await _require_authenticated_user(current_user)
result = await db.execute(
select(CostCenter, CostCenterMember.can_print)
.outerjoin(
CostCenterMember,
(CostCenterMember.cost_center_id == CostCenter.id) & (CostCenterMember.user_id == user.id),
)
.where(
CostCenter.is_active.is_(True),
or_(
(CostCenter.is_private.is_(True) & (CostCenter.owner_user_id == user.id)),
(CostCenterMember.user_id == user.id),
),
)
.order_by(CostCenter.is_private.desc(), CostCenter.name.asc())
)
rows = result.all()
centers_only = [center for center, _ in rows]
center_ids = [center.id for center in centers_only]
total_usage_map, month_usage_map = await _get_cost_center_usage_maps(db, center_ids)
total_balance_map = await _get_cost_center_balance_map(db, center_ids)
reserved_map = await _get_cost_center_reserved_map(db, center_ids)
centers: list[CostCenterSummaryResponse] = []
for center, can_print in rows:
centers.append(
_to_cost_center_summary(
center,
can_print=True if center.is_private and center.owner_user_id == user.id else bool(can_print),
total_usage=total_usage_map.get(center.id, 0.0),
month_usage=month_usage_map.get(center.id, 0.0),
total_balance=total_balance_map.get(center.id, 0.0),
reserved=reserved_map.get(center.id, 0.0),
)
)
return centers
@router.get("/users/{user_id}/balance", response_model=WalletBalanceResponse)
async def get_user_balance(
user_id: int,
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_READ_ALL),
):
"""Return a specific user's wallet balance."""
await _require_authenticated_user(current_user)
user = await _get_user_or_404(db, user_id)
return await _get_wallet_balance_read_only(db, user.id)
@router.get("/users/{user_id}/transactions", response_model=list[WalletTransactionResponse])
async def get_user_transactions(
user_id: int,
limit: int = Query(50, ge=1, le=500),
offset: int = Query(0, ge=0),
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_READ_ALL),
):
"""Return wallet ledger entries for a specific user."""
await _require_authenticated_user(current_user)
await _get_user_or_404(db, user_id)
result = await db.execute(
select(WalletTransaction)
.where(WalletTransaction.user_id == user_id, WalletTransaction.is_voided.is_(False))
.order_by(WalletTransaction.created_at.desc(), WalletTransaction.id.desc())
.limit(limit)
.offset(offset)
)
return [_serialize_wallet_transaction(tx) for tx in result.scalars().all()]
@router.post("/users/{user_id}/deposit", response_model=WalletAdjustmentResponse)
async def deposit_user_balance(
user_id: int,
body: WalletAdjustmentRequest,
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_MODIFY),
):
"""Add funds to a user's wallet."""
actor = await _require_authenticated_user(current_user)
await _get_user_or_404(db, user_id)
return await _create_wallet_adjustment(
db,
target_user_id=user_id,
actor_user_id=actor.id,
amount=body.amount,
transaction_type=TransactionType.DEPOSIT.value,
description=body.description,
cost_center_id=body.cost_center_id,
)
@router.post("/users/{user_id}/withdraw", response_model=WalletAdjustmentResponse)
async def withdraw_user_balance(
user_id: int,
body: WalletAdjustmentRequest,
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_MODIFY),
):
"""Withdraw funds from a user's wallet."""
actor = await _require_authenticated_user(current_user)
await _get_user_or_404(db, user_id)
return await _create_wallet_adjustment(
db,
target_user_id=user_id,
actor_user_id=actor.id,
amount=-body.amount,
transaction_type=TransactionType.WITHDRAW.value,
description=body.description,
cost_center_id=body.cost_center_id,
)
@router.post("/rebuild-balance-ledger")
async def rebuild_balance_ledger(
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_MODIFY),
):
"""Recompute balance_after for all wallet transactions.
This rebuilds the running balance for all users and cost centers.
- Personal transactions: unassigned plus the user's own private cost center
- Cost-center transactions: global running balance for the entire cost center
"""
await _require_authenticated_user(current_user)
from backend.app.core.database import repair_wallet_ledger_internal
rebuilt = await repair_wallet_ledger_internal(db)
return {
"status": "success",
"transactions_rebuilt": rebuilt,
"message": f"Rebuilt {rebuilt} wallet ledger values",
}
@router.get("/cost-centers", response_model=list[CostCenterSummaryResponse])
async def list_cost_centers(
include_inactive: bool = Query(False),
db: AsyncSession = Depends(get_db),
current_user: User | None = Depends(require_auth_if_enabled),
):
"""List all cost centers.
Requires admin-level finance permissions.
"""
await _require_cost_center_admin_access(current_user)
query = select(CostCenter).order_by(CostCenter.is_private.desc(), CostCenter.name.asc())
if not include_inactive:
query = query.where(CostCenter.is_active.is_(True))
result = await db.execute(query)
centers = result.scalars().all()
center_ids = [center.id for center in centers]
total_usage_map, month_usage_map = await _get_cost_center_usage_maps(db, center_ids)
total_balance_map = await _get_cost_center_balance_map(db, center_ids)
reserved_map = await _get_cost_center_reserved_map(db, center_ids)
return [
_to_cost_center_summary(
center,
can_print=True,
total_usage=total_usage_map.get(center.id, 0.0),
month_usage=month_usage_map.get(center.id, 0.0),
total_balance=total_balance_map.get(center.id, 0.0),
reserved=reserved_map.get(center.id, 0.0),
)
for center in centers
]
@router.post("/cost-centers", response_model=CostCenterSummaryResponse)
async def create_cost_center(
body: CostCenterCreateRequest,
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_CREATE),
):
"""Create a shared cost center."""
await _require_authenticated_user(current_user)
total_budget = body.total_budget
monthly_budget = body.monthly_budget
if monthly_budget is not None:
total_budget = None
elif total_budget is not None:
monthly_budget = None
center = CostCenter(
name=body.name.strip(),
is_active=body.is_active,
is_private=False,
owner_user_id=None,
total_budget=total_budget,
monthly_budget=monthly_budget,
)
db.add(center)
await db.flush()
await db.commit()
await db.refresh(center)
return _to_cost_center_summary(center, can_print=True, total_usage=0.0, month_usage=0.0, total_balance=0.0)
@router.get("/cost-centers/{cost_center_id}", response_model=CostCenterDetailResponse)
async def get_cost_center(
cost_center_id: int,
db: AsyncSession = Depends(get_db),
current_user: User | None = Depends(require_auth_if_enabled),
):
"""Get one cost center with its memberships."""
await _require_cost_center_admin_access(current_user)
center = await _get_cost_center_or_404(db, cost_center_id)
total_usage_map, month_usage_map = await _get_cost_center_usage_maps(db, [center.id])
total_balance_map = await _get_cost_center_balance_map(db, [center.id])
reserved_map = await _get_cost_center_reserved_map(db, [center.id])
summary = _to_cost_center_summary(
center,
can_print=True,
total_usage=total_usage_map.get(center.id, 0.0),
month_usage=month_usage_map.get(center.id, 0.0),
total_balance=total_balance_map.get(center.id, 0.0),
reserved=reserved_map.get(center.id, 0.0),
)
return CostCenterDetailResponse(
**summary.model_dump(),
members=[CostCenterMemberResponse.model_validate(m) for m in center.members],
)
@router.patch("/cost-centers/{cost_center_id}", response_model=CostCenterSummaryResponse)
async def update_cost_center(
cost_center_id: int,
body: CostCenterUpdateRequest,
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_MODIFY),
):
"""Update name or active-state of a cost center."""
await _require_authenticated_user(current_user)
center = await _get_cost_center_or_404(db, cost_center_id)
if center.is_private:
raise HTTPException(
status_code=400,
detail=("Private cost centers cannot be deactivated or renamed; set their budget to 0 to prevent printing"),
)
if body.name is not None:
center.name = body.name.strip()
if body.is_active is not None:
center.is_active = body.is_active
await db.flush()
total_usage_map, month_usage_map = await _get_cost_center_usage_maps(db, [center.id])
total_balance_map = await _get_cost_center_balance_map(db, [center.id])
reserved_map = await _get_cost_center_reserved_map(db, [center.id])
return _to_cost_center_summary(
center,
can_print=True,
total_usage=total_usage_map.get(center.id, 0.0),
month_usage=month_usage_map.get(center.id, 0.0),
total_balance=total_balance_map.get(center.id, 0.0),
reserved=reserved_map.get(center.id, 0.0),
)
@router.patch("/cost-centers/{cost_center_id}/budgets", response_model=CostCenterSummaryResponse)
async def update_cost_center_budgets(
cost_center_id: int,
body: CostCenterBudgetUpdateRequest,
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_MODIFY),
):
"""Update budget values of a cost center."""
await _require_authenticated_user(current_user)
center = await _get_cost_center_or_404(db, cost_center_id)
if body.monthly_budget is not None:
center.monthly_budget = body.monthly_budget
center.total_budget = None
elif body.total_budget is not None:
center.total_budget = body.total_budget
center.monthly_budget = None
else:
center.total_budget = None
center.monthly_budget = None
await db.flush()
total_usage_map, month_usage_map = await _get_cost_center_usage_maps(db, [center.id])
total_balance_map = await _get_cost_center_balance_map(db, [center.id])
reserved_map = await _get_cost_center_reserved_map(db, [center.id])
return _to_cost_center_summary(
center,
can_print=True,
total_usage=total_usage_map.get(center.id, 0.0),
month_usage=month_usage_map.get(center.id, 0.0),
total_balance=total_balance_map.get(center.id, 0.0),
reserved=reserved_map.get(center.id, 0.0),
)
@router.post("/cost-centers/{cost_center_id}/members", response_model=CostCenterMemberResponse)
async def upsert_cost_center_member(
cost_center_id: int,
body: CostCenterMemberRequest,
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_MODIFY),
):
"""Assign or update a user's membership on a cost center."""
await _require_authenticated_user(current_user)
center = await _get_cost_center_or_404(db, cost_center_id)
if center.is_private:
raise HTTPException(status_code=400, detail="Private cost center memberships cannot be modified")
await _get_user_or_404(db, body.user_id)
existing = await db.execute(
select(CostCenterMember).where(
CostCenterMember.cost_center_id == cost_center_id,
CostCenterMember.user_id == body.user_id,
)
)
member = existing.scalar_one_or_none()
if member is None:
member = CostCenterMember(cost_center_id=cost_center_id, user_id=body.user_id, can_print=body.can_print)
db.add(member)
else:
member.can_print = body.can_print
await db.flush()
await db.commit()
return CostCenterMemberResponse.model_validate(member)
@router.delete("/cost-centers/{cost_center_id}")
async def delete_cost_center(
cost_center_id: int,
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_MODIFY),
):
"""Delete a shared cost center."""
await _require_authenticated_user(current_user)
center = await _get_cost_center_or_404(db, cost_center_id)
if center.is_private:
raise HTTPException(status_code=400, detail="Private cost centers cannot be deleted")
transaction_id = await db.scalar(
select(WalletTransaction.id)
.where(
WalletTransaction.cost_center_id == center.id,
WalletTransaction.is_voided.is_(False),
)
.limit(1)
)
if transaction_id is not None:
# ON DELETE SET NULL would turn these shared-center entries into
# personal transactions and silently rewrite the affected wallets.
raise HTTPException(status_code=400, detail="Cost center cannot be deleted while transactions reference it")
active_reservation_id = await db.scalar(
select(BudgetReservation.id)
.where(
BudgetReservation.cost_center_id == center.id,
BudgetReservation.status == "active",
)
.limit(1)
)
if active_reservation_id is not None:
raise HTTPException(
status_code=400,
detail="Cost center cannot be deleted while active budget reservations reference it",
)
await db.delete(center)
await db.flush()
await db.commit()
return {"status": "success"}
@router.delete("/cost-centers/{cost_center_id}/members/{user_id}")
async def remove_cost_center_member(
cost_center_id: int,
user_id: int,
db: AsyncSession = Depends(get_db),
current_user: User | None = RequirePermissionIfAuthEnabled(Permission.COST_CENTERS_MODIFY),
):
"""Remove a user from a shared cost center."""
await _require_authenticated_user(current_user)
center = await _get_cost_center_or_404(db, cost_center_id)
if center.is_private:
raise HTTPException(status_code=400, detail="Private cost center memberships cannot be modified")
result = await db.execute(
select(CostCenterMember).where(
CostCenterMember.cost_center_id == cost_center_id,
CostCenterMember.user_id == user_id,
)
)
member = result.scalar_one_or_none()
if member is None:
raise HTTPException(status_code=404, detail="Membership not found")
await db.delete(member)
await db.commit()
return {"status": "success"}