391 lines
18 KiB
Python
391 lines
18 KiB
Python
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"""B2B ordering portal data model.
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This module backs the private customer ordering portal. It deliberately reuses
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the existing tenant/customer primitives rather than introducing parallel ones:
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* A **customer/company** is an existing :class:`ClientAccount`.
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* A **customer user** is an existing :class:`ClientUser` (owner/buyer/viewer/
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accounts roles map onto the existing ``ordering`` module access levels).
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Everything here is private: every row is tenant-scoped, and customer-facing
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rows are additionally scoped to a ``client_account_id``. The catalogue itself is
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global to the seller (one tenant), with per-customer visibility and pricing
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layered on top.
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Money is stored GST-exclusive (see ``CLAUDE.MD`` costing conventions) as floats,
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matching the rest of the costing platform.
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"""
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from __future__ import annotations
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from datetime import datetime
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from sqlalchemy import (
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Boolean,
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DateTime,
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Float,
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ForeignKey,
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Integer,
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String,
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Text,
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UniqueConstraint,
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)
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from sqlalchemy.orm import Mapped, mapped_column, relationship
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from app.db.session import Base
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# --- Controlled vocabularies -------------------------------------------------
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# Plain string constants (not DB enums) keep SQLite migrations trivial and match
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# the existing model style.
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PRODUCT_CATEGORIES = (
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"grains",
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"premixed",
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"bags",
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"bulk_loads",
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"custom_blends",
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"services",
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)
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# Full internal order lifecycle. Customers see a simplified subset (see
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# ``CUSTOMER_VISIBLE_STATUS`` in the ordering service).
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ORDER_STATUSES = (
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"draft",
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"submitted",
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"under_review",
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"confirmed",
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"sent_to_xero",
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"in_production",
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"ready_for_pickup",
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"dispatched",
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"completed",
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"cancelled",
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)
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# How a resolved unit price was derived. Stored on each order line so future
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# reporting can always explain which rule applied.
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PRICE_SOURCES = (
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"fixed", # CustomerProductPrice with rule_type fixed
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"contract", # CustomerProductPrice with rule_type contract
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"price_list", # PriceListItem via an assigned price list
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"tiered", # a quantity tier won over the base rate
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"base", # catalogue list price (optionally with customer discount)
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"quote", # manual quote required; no automatic price
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)
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FULFILMENT_METHODS = ("delivery", "pickup")
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class ProductCategory(Base):
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__tablename__ = "product_categories"
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__table_args__ = (UniqueConstraint("tenant_id", "slug", name="uq_product_category_slug"),)
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id: Mapped[int] = mapped_column(primary_key=True)
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tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
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slug: Mapped[str] = mapped_column(String(64), index=True)
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name: Mapped[str] = mapped_column(String(255))
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description: Mapped[str | None] = mapped_column(Text, nullable=True)
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sort_order: Mapped[int] = mapped_column(Integer, default=0)
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active: Mapped[bool] = mapped_column(Boolean, default=True)
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created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
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class CatalogueProduct(Base):
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"""A private catalogue product. Named ``CatalogueProduct`` to avoid clashing
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with the existing costing ``Product`` (a separate concern)."""
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__tablename__ = "catalogue_products"
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__table_args__ = (UniqueConstraint("tenant_id", "sku", name="uq_catalogue_product_sku"),)
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id: Mapped[int] = mapped_column(primary_key=True)
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tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
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name: Mapped[str] = mapped_column(String(255), index=True)
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sku: Mapped[str] = mapped_column(String(64), index=True)
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description: Mapped[str | None] = mapped_column(Text, nullable=True)
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category: Mapped[str] = mapped_column(String(64), default="grains", index=True)
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image_url: Mapped[str | None] = mapped_column(String(512), nullable=True)
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unit_size: Mapped[str | None] = mapped_column(String(64), nullable=True)
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unit_of_measure: Mapped[str] = mapped_column(String(64), default="each")
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min_order_quantity: Mapped[float] = mapped_column(Float, default=1.0)
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# Base/list price, GST-exclusive. Used as the fallback price source and as
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# the basis for a customer discount percentage.
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base_price: Mapped[float | None] = mapped_column(Float, nullable=True)
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stock_status: Mapped[str] = mapped_column(String(32), default="in_stock")
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active: Mapped[bool] = mapped_column(Boolean, default=True)
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requires_quote: Mapped[bool] = mapped_column(Boolean, default=False)
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created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
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updated_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
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class CustomerProductVisibility(Base):
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"""Per-customer override of catalogue visibility.
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Products are visible to every customer by default (the catalogue is
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"standard globally"). A row here with ``visible=False`` hides a product from
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one customer; ``visible=True`` is an explicit allow (no-op unless a future
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default flips to opt-in).
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"""
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__tablename__ = "customer_product_visibility"
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__table_args__ = (
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UniqueConstraint("client_account_id", "product_id", name="uq_customer_product_visibility"),
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)
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id: Mapped[int] = mapped_column(primary_key=True)
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tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
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client_account_id: Mapped[int] = mapped_column(ForeignKey("client_accounts.id"), index=True)
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product_id: Mapped[int] = mapped_column(ForeignKey("catalogue_products.id"), index=True)
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visible: Mapped[bool] = mapped_column(Boolean, default=True)
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updated_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
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created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
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class PriceList(Base):
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__tablename__ = "price_lists"
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__table_args__ = (UniqueConstraint("tenant_id", "code", name="uq_price_list_code"),)
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id: Mapped[int] = mapped_column(primary_key=True)
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tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
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code: Mapped[str] = mapped_column(String(64), index=True)
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name: Mapped[str] = mapped_column(String(255))
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description: Mapped[str | None] = mapped_column(Text, nullable=True)
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active: Mapped[bool] = mapped_column(Boolean, default=True)
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created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
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items: Mapped[list["PriceListItem"]] = relationship(
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back_populates="price_list",
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cascade="all, delete-orphan",
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)
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class PriceListItem(Base):
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__tablename__ = "price_list_items"
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__table_args__ = (UniqueConstraint("price_list_id", "product_id", name="uq_price_list_item"),)
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id: Mapped[int] = mapped_column(primary_key=True)
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tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
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price_list_id: Mapped[int] = mapped_column(ForeignKey("price_lists.id"), index=True)
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product_id: Mapped[int] = mapped_column(ForeignKey("catalogue_products.id"), index=True)
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unit_price: Mapped[float] = mapped_column(Float)
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created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
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updated_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
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price_list: Mapped[PriceList] = relationship(back_populates="items")
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class CustomerPriceAssignment(Base):
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"""Links a customer to an assigned price list and a default discount."""
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__tablename__ = "customer_price_assignments"
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__table_args__ = (
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UniqueConstraint("client_account_id", name="uq_customer_price_assignment"),
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)
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id: Mapped[int] = mapped_column(primary_key=True)
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tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
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client_account_id: Mapped[int] = mapped_column(ForeignKey("client_accounts.id"), index=True)
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price_list_id: Mapped[int | None] = mapped_column(ForeignKey("price_lists.id"), nullable=True, index=True)
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# Default percentage discount applied to base prices for this customer when
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# no more specific rule (fixed/contract/price-list) applies. 0..100.
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discount_percent: Mapped[float] = mapped_column(Float, default=0.0)
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updated_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
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created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
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price_list: Mapped[PriceList | None] = relationship()
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class CustomerProductPrice(Base):
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"""A fixed or contract price for a specific customer + product. Highest
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priority pricing rule."""
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__tablename__ = "customer_product_prices"
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__table_args__ = (
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UniqueConstraint("client_account_id", "product_id", name="uq_customer_product_price"),
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)
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id: Mapped[int] = mapped_column(primary_key=True)
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tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
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client_account_id: Mapped[int] = mapped_column(ForeignKey("client_accounts.id"), index=True)
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product_id: Mapped[int] = mapped_column(ForeignKey("catalogue_products.id"), index=True)
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unit_price: Mapped[float | None] = mapped_column(Float, nullable=True)
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# "fixed" | "contract" | "quote" (quote forces a manual-quote workflow for
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# this customer+product even if the product itself doesn't require one).
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rule_type: Mapped[str] = mapped_column(String(32), default="fixed")
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contract_reference: Mapped[str | None] = mapped_column(String(128), nullable=True)
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notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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active: Mapped[bool] = mapped_column(Boolean, default=True)
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updated_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
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created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
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class PriceTier(Base):
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"""Quantity break for a pricing source. Exactly one of
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``customer_product_price_id`` / ``price_list_item_id`` is set."""
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__tablename__ = "price_tiers"
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id: Mapped[int] = mapped_column(primary_key=True)
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tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
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customer_product_price_id: Mapped[int | None] = mapped_column(
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ForeignKey("customer_product_prices.id"), nullable=True, index=True
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)
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price_list_item_id: Mapped[int | None] = mapped_column(
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ForeignKey("price_list_items.id"), nullable=True, index=True
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)
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# Tier applies when ordered quantity >= min_quantity. The highest qualifying
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# min_quantity wins.
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min_quantity: Mapped[float] = mapped_column(Float)
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unit_price: Mapped[float] = mapped_column(Float)
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created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
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class Order(Base):
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__tablename__ = "orders"
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id: Mapped[int] = mapped_column(primary_key=True)
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tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
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client_account_id: Mapped[int] = mapped_column(ForeignKey("client_accounts.id"), index=True)
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# Human-friendly order reference, assigned on submit (e.g. ORD-000123).
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order_number: Mapped[str | None] = mapped_column(String(32), nullable=True, index=True)
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status: Mapped[str] = mapped_column(String(32), default="draft", index=True)
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# Who created / submitted it (ClientUser ids; nullable for admin-created).
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created_by_user_id: Mapped[int | None] = mapped_column(ForeignKey("client_users.id"), nullable=True)
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created_by_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
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submitted_at: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
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# Customer-supplied order details.
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purchase_order_number: Mapped[str | None] = mapped_column(String(128), nullable=True)
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delivery_notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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requested_delivery_date: Mapped[datetime | None] = mapped_column(DateTime, nullable=True)
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fulfilment_method: Mapped[str] = mapped_column(String(32), default="delivery")
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# Admin/internal handling.
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admin_notes: Mapped[str | None] = mapped_column(Text, nullable=True)
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reopened: Mapped[bool] = mapped_column(Boolean, default=False)
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# Cached totals (authoritative figures live on lines; this is for listing).
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subtotal_ex_gst: Mapped[float] = mapped_column(Float, default=0.0)
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requires_quote: Mapped[bool] = mapped_column(Boolean, default=False)
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# Xero integration tracking.
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xero_status: Mapped[str] = mapped_column(String(32), default="not_sent")
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xero_invoice_id: Mapped[str | None] = mapped_column(String(128), nullable=True)
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created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
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updated_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
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lines: Mapped[list["OrderLine"]] = relationship(
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back_populates="order",
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cascade="all, delete-orphan",
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order_by="OrderLine.sort_order",
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)
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status_history: Mapped[list["OrderStatusHistory"]] = relationship(
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back_populates="order",
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cascade="all, delete-orphan",
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order_by="OrderStatusHistory.created_at",
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)
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attachments: Mapped[list["OrderAttachment"]] = relationship(
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back_populates="order",
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cascade="all, delete-orphan",
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)
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class OrderLine(Base):
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__tablename__ = "order_lines"
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id: Mapped[int] = mapped_column(primary_key=True)
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tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
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order_id: Mapped[int] = mapped_column(ForeignKey("orders.id"), index=True)
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product_id: Mapped[int] = mapped_column(ForeignKey("catalogue_products.id"), index=True)
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# Snapshot of product identity at order time (so later catalogue edits don't
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# rewrite historical orders).
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product_name: Mapped[str] = mapped_column(String(255))
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product_sku: Mapped[str] = mapped_column(String(64))
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quantity: Mapped[float] = mapped_column(Float, default=1.0)
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# Authoritative unit price, GST-exclusive, computed by the backend pricing
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# engine and frozen at submission. Null only while quote-only.
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unit_price: Mapped[float | None] = mapped_column(Float, nullable=True)
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line_total: Mapped[float | None] = mapped_column(Float, nullable=True)
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requires_quote: Mapped[bool] = mapped_column(Boolean, default=False)
|
||
|
|
|
||
|
|
# Pricing provenance — enough to explain which rule applied in reporting.
|
||
|
|
price_source: Mapped[str] = mapped_column(String(32), default="base")
|
||
|
|
price_rule_id: Mapped[int | None] = mapped_column(Integer, nullable=True)
|
||
|
|
discount_percent: Mapped[float] = mapped_column(Float, default=0.0)
|
||
|
|
|
||
|
|
# Admin override of the resolved unit price before confirmation.
|
||
|
|
admin_override_price: Mapped[float | None] = mapped_column(Float, nullable=True)
|
||
|
|
admin_override_reason: Mapped[str | None] = mapped_column(Text, nullable=True)
|
||
|
|
|
||
|
|
sort_order: Mapped[int] = mapped_column(Integer, default=0)
|
||
|
|
notes: Mapped[str | None] = mapped_column(Text, nullable=True)
|
||
|
|
|
||
|
|
order: Mapped[Order] = relationship(back_populates="lines")
|
||
|
|
|
||
|
|
|
||
|
|
class OrderStatusHistory(Base):
|
||
|
|
__tablename__ = "order_status_history"
|
||
|
|
|
||
|
|
id: Mapped[int] = mapped_column(primary_key=True)
|
||
|
|
tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
|
||
|
|
order_id: Mapped[int] = mapped_column(ForeignKey("orders.id"), index=True)
|
||
|
|
from_status: Mapped[str | None] = mapped_column(String(32), nullable=True)
|
||
|
|
to_status: Mapped[str] = mapped_column(String(32))
|
||
|
|
actor_type: Mapped[str] = mapped_column(String(32), default="system")
|
||
|
|
actor_name: Mapped[str | None] = mapped_column(String(255), nullable=True)
|
||
|
|
note: Mapped[str | None] = mapped_column(Text, nullable=True)
|
||
|
|
created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
|
||
|
|
|
||
|
|
order: Mapped[Order] = relationship(back_populates="status_history")
|
||
|
|
|
||
|
|
|
||
|
|
class OrderAttachment(Base):
|
||
|
|
__tablename__ = "order_attachments"
|
||
|
|
|
||
|
|
id: Mapped[int] = mapped_column(primary_key=True)
|
||
|
|
tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
|
||
|
|
order_id: Mapped[int] = mapped_column(ForeignKey("orders.id"), index=True)
|
||
|
|
# "purchase_order" | "confirmation_pdf" | "other"
|
||
|
|
kind: Mapped[str] = mapped_column(String(32), default="other")
|
||
|
|
filename: Mapped[str] = mapped_column(String(255))
|
||
|
|
content_type: Mapped[str | None] = mapped_column(String(128), nullable=True)
|
||
|
|
url: Mapped[str | None] = mapped_column(String(512), nullable=True)
|
||
|
|
note: Mapped[str | None] = mapped_column(Text, nullable=True)
|
||
|
|
created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
|
||
|
|
|
||
|
|
order: Mapped[Order] = relationship(back_populates="attachments")
|
||
|
|
|
||
|
|
|
||
|
|
class NotificationSetting(Base):
|
||
|
|
"""Per-tenant notification configuration for the ordering portal."""
|
||
|
|
|
||
|
|
__tablename__ = "notification_settings"
|
||
|
|
__table_args__ = (UniqueConstraint("tenant_id", name="uq_notification_settings_tenant"),)
|
||
|
|
|
||
|
|
id: Mapped[int] = mapped_column(primary_key=True)
|
||
|
|
tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
|
||
|
|
# Comma-separated internal recipients notified on new order submissions.
|
||
|
|
internal_recipients: Mapped[str | None] = mapped_column(Text, nullable=True)
|
||
|
|
send_customer_confirmation: Mapped[bool] = mapped_column(Boolean, default=True)
|
||
|
|
require_po_number: Mapped[bool] = mapped_column(Boolean, default=False)
|
||
|
|
from_email: Mapped[str | None] = mapped_column(String(255), nullable=True)
|
||
|
|
updated_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow, onupdate=datetime.utcnow)
|
||
|
|
created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
|
||
|
|
|
||
|
|
|
||
|
|
class XeroSyncLog(Base):
|
||
|
|
__tablename__ = "xero_sync_log"
|
||
|
|
|
||
|
|
id: Mapped[int] = mapped_column(primary_key=True)
|
||
|
|
tenant_id: Mapped[str] = mapped_column(String(64), default="default", index=True)
|
||
|
|
order_id: Mapped[int] = mapped_column(ForeignKey("orders.id"), index=True)
|
||
|
|
# "queued" | "success" | "failed"
|
||
|
|
status: Mapped[str] = mapped_column(String(32), default="queued")
|
||
|
|
request_summary: Mapped[str | None] = mapped_column(Text, nullable=True)
|
||
|
|
xero_invoice_id: Mapped[str | None] = mapped_column(String(128), nullable=True)
|
||
|
|
response_message: Mapped[str | None] = mapped_column(Text, nullable=True)
|
||
|
|
created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow)
|