adding

2026-09-04 13:05:54 +03:30
parent 463b812e3e
commit 17082a5ea9
43 changed files with 5663 additions and 285 deletions
@@ -1,37 +1,120 @@
 from rest_framework import serializers

-from apps.bizapps.models import Appointment, Customer, LedgerEntry, Product, StockMovement
+from apps.bizapps.models import (
+    Account,
+    Customer,
+    Invoice,
+    InvoiceItem,
+    LedgerBook,
+    LedgerEntry,
+    LedgerInstallment,
+    Product,
+    StockMovement,
+    Transaction,
+)
+
+
+class AccountSerializer(serializers.ModelSerializer):
+    full_path = serializers.CharField(read_only=True)
+    level_display = serializers.CharField(source="get_level_display", read_only=True)
+    account_type_display = serializers.CharField(source="get_account_type_display", read_only=True)
+
+    class Meta:
+        model = Account
+        fields = [
+            "id", "code", "name", "level", "level_display", "account_type",
+            "account_type_display", "parent", "full_path", "is_system", "is_active",
+        ]
+        read_only_fields = ["is_system"]


 class CustomerSerializer(serializers.ModelSerializer):
+    account_code = serializers.CharField(source="account.code", read_only=True, default="")
+
    class Meta:
        model = Customer
-        fields = ["id", "name", "phone", "email", "address", "notes", "updated_at"]
-        read_only_fields = ["updated_at"]
+        fields = [
+            "id", "name", "phone", "social_platform", "social_handle",
+            "email", "address", "notes",
+            "total_purchases_count", "total_purchase_amount", "last_purchase_date",
+            "outstanding_balance", "account_code", "updated_at",
+        ]
+        # این‌ها را سرویس‌ها محاسبه می‌کنند، نه کلاینت — وگرنه مانده‌ی بدهی
+        # از سمت اپ قابل‌دستکاری می‌شد.
+        read_only_fields = [
+            "total_purchases_count", "total_purchase_amount", "last_purchase_date",
+            "outstanding_balance", "account_code", "updated_at",
+        ]
+
+
+class LedgerInstallmentSerializer(serializers.ModelSerializer):
+    class Meta:
+        model = LedgerInstallment
+        fields = ["id", "amount", "paid_date", "reference", "created_at"]
+        # برخلافِ بقیه‌ی مدل‌ها (که UUID را خودِ اپ فلاتر می‌سازد و می‌فرستد)،
+        # id قسط را ویو تولید می‌کند — پس نباید از کلاینت الزامی باشد.
+        read_only_fields = ["id", "created_at"]
+
+    def validate_amount(self, value):
+        if value <= 0:
+            raise serializers.ValidationError("مبلغ قسط باید بزرگ‌تر از صفر باشد.")
+        return value
+
+    def validate(self, attrs):
+        entry: LedgerEntry = self.context["ledger_entry"]
+        if not entry.is_debt:
+            raise serializers.ValidationError("فقط برای ردیف‌های بدهی‌دار می‌توان قسط ثبت کرد.")
+        amount = attrs.get("amount", 0)
+        # epsilon کوچک تا خطای گرد‌کردنِ اعشارِ شناور باعثِ ردِ یک قسطِ
+        # تسویه‌ی دقیق نشود.
+        if amount > entry.remaining_amount + 1:
+            raise serializers.ValidationError("مبلغ قسط از مانده‌ی بدهی بیشتر است.")
+        return attrs


 class LedgerEntrySerializer(serializers.ModelSerializer):
+    installments = LedgerInstallmentSerializer(many=True, read_only=True)
+    is_debt = serializers.BooleanField(read_only=True)
+    professional_type = serializers.CharField(read_only=True)
+    paid_amount = serializers.FloatField(read_only=True)
+    remaining_amount = serializers.FloatField(read_only=True)
+    category_display = serializers.CharField(source="get_category_display", read_only=True)
+    account_name = serializers.CharField(source="account.name", read_only=True, default="")
+    account_code = serializers.CharField(source="account.code", read_only=True, default="")
+
    class Meta:
        model = LedgerEntry
-        fields = ["id", "entry_type", "title", "amount", "category", "entry_date", "note", "updated_at"]
-        read_only_fields = ["updated_at"]
+        fields = [
+            "id", "entry_type", "title", "amount", "category", "category_display",
+            "entry_date", "note", "total_amount", "counterparty_name", "counterparty_phone",
+            "linked_invoice", "account_name", "account_code",
+            "is_debt", "professional_type", "paid_amount", "remaining_amount",
+            "installments", "updated_at",
+        ]
+        read_only_fields = ["linked_invoice", "account_name", "account_code", "updated_at"]
+
+    def validate(self, attrs):
+        category = attrs.get("category", getattr(self.instance, "category", ""))
+        if category in LedgerEntry.DEBT_CATEGORIES:
+            total = attrs.get("total_amount", getattr(self.instance, "total_amount", 0))
+            if not total or total <= 0:
+                raise serializers.ValidationError(
+                    {"total_amount": "برای فروش قسطی/خرید نسیه، مبلغ کل تعهد الزامی است."}
+                )
+        return attrs


 class ProductSerializer(serializers.ModelSerializer):
+    is_low_stock = serializers.BooleanField(read_only=True)
+
    class Meta:
        model = Product
        fields = [
-            "id",
-            "name",
-            "sku",
-            "category",
-            "quantity",
-            "unit_price",
-            "low_stock_threshold",
-            "notes",
-            "updated_at",
+            "id", "name", "sku", "category", "unit", "quantity",
+            "unit_price", "purchase_price", "total_purchase_value",
+            "low_stock_threshold", "is_low_stock", "notes", "updated_at",
        ]
-        read_only_fields = ["updated_at"]
+        read_only_fields = ["total_purchase_value", "is_low_stock", "updated_at"]


 class StockMovementSerializer(serializers.ModelSerializer):
@@ -51,8 +134,122 @@ class AdjustStockSerializer(serializers.Serializer):
        return value


-class AppointmentSerializer(serializers.ModelSerializer):
+class InvoiceItemSerializer(serializers.ModelSerializer):
    class Meta:
-        model = Appointment
-        fields = ["id", "customer_name", "customer_phone", "title", "start_at", "status", "notes", "updated_at"]
-        read_only_fields = ["updated_at"]
+        model = InvoiceItem
+        fields = ["id", "product", "description", "quantity", "unit_price", "discount_percent", "total_price"]
+        read_only_fields = ["total_price"]
+
+
+class InvoiceSerializer(serializers.ModelSerializer):
+    items = InvoiceItemSerializer(many=True, read_only=True)
+    payment_type_display = serializers.CharField(source="get_payment_type_display", read_only=True)
+    payment_status_display = serializers.CharField(source="get_payment_status_display", read_only=True)
+    order_status_display = serializers.CharField(source="get_order_status_display", read_only=True)
+
+    class Meta:
+        model = Invoice
+        fields = [
+            "id", "invoice_number", "invoice_date", "customer",
+            "buyer_name", "buyer_phone", "buyer_address",
+            "seller_name", "seller_phone", "seller_address",
+            "total_amount", "discount_amount", "tax_lines", "final_amount",
+            "payment_type", "payment_type_display",
+            "payment_status", "payment_status_display",
+            "order_status", "order_status_display",
+            "shipping_method", "tracking_code", "notes", "paid_at",
+            "items", "created_at", "updated_at",
+        ]
+        read_only_fields = [
+            "invoice_number", "total_amount", "final_amount", "paid_at", "created_at", "updated_at",
+        ]
+
+
+class CreateInvoiceItemSerializer(serializers.Serializer):
+    product = serializers.PrimaryKeyRelatedField(queryset=Product.objects.all(), required=False, allow_null=True)
+    description = serializers.CharField(max_length=255, required=False, allow_blank=True, default="")
+    quantity = serializers.FloatField(min_value=0.0001)
+    unit_price = serializers.FloatField(required=False, default=0)
+    discount_percent = serializers.FloatField(required=False, default=0, min_value=0, max_value=100)
+
+    def validate(self, attrs):
+        if attrs.get("product") is None and not attrs.get("description"):
+            raise serializers.ValidationError("برای ردیف بدون کالا، شرح الزامی است.")
+        return attrs
+
+
+class CreateInvoiceSerializer(serializers.Serializer):
+    items = CreateInvoiceItemSerializer(many=True)
+    customer = serializers.PrimaryKeyRelatedField(queryset=Customer.objects.all(), required=False, allow_null=True)
+    invoice_date = serializers.DateTimeField(required=False)
+    buyer_name = serializers.CharField(max_length=150, required=False, allow_blank=True, default="")
+    buyer_phone = serializers.CharField(max_length=20, required=False, allow_blank=True, default="")
+    buyer_address = serializers.CharField(max_length=255, required=False, allow_blank=True, default="")
+    seller_name = serializers.CharField(max_length=150, required=False, allow_blank=True, default="")
+    seller_phone = serializers.CharField(max_length=20, required=False, allow_blank=True, default="")
+    seller_address = serializers.CharField(max_length=255, required=False, allow_blank=True, default="")
+    discount_amount = serializers.FloatField(required=False, default=0, min_value=0)
+    tax_lines = serializers.ListField(child=serializers.DictField(), required=False, default=list)
+    payment_type = serializers.ChoiceField(choices=Invoice.PaymentType.choices, required=False)
+    shipping_method = serializers.ChoiceField(choices=Invoice.ShippingMethod.choices, required=False)
+    tracking_code = serializers.CharField(max_length=100, required=False, allow_blank=True, default="")
+    notes = serializers.CharField(required=False, allow_blank=True, default="")
+    send_sms = serializers.BooleanField(required=False, default=False)
+
+    def validate_items(self, value):
+        if not value:
+            raise serializers.ValidationError("فاکتور باید حداقل یک قلم کالا داشته باشد.")
+        return value
+
+
+class UpdateInvoiceStatusSerializer(serializers.Serializer):
+    order_status = serializers.ChoiceField(choices=Invoice.OrderStatus.choices, required=False)
+    payment_status = serializers.ChoiceField(choices=Invoice.PaymentStatus.choices, required=False)
+    tracking_code = serializers.CharField(max_length=100, required=False, allow_blank=True)
+
+    def validate(self, attrs):
+        if not attrs:
+            raise serializers.ValidationError("حداقل یکی از فیلدهای وضعیت باید ارسال شود.")
+        return attrs
+
+
+class TransactionSerializer(serializers.ModelSerializer):
+    transaction_type_display = serializers.CharField(source="get_transaction_type_display", read_only=True)
+    debit_account_name = serializers.CharField(source="debit_account_ref.name", read_only=True, default="")
+    credit_account_name = serializers.CharField(source="credit_account_ref.name", read_only=True, default="")
+
+    class Meta:
+        model = Transaction
+        fields = [
+            "id", "transaction_number", "transaction_date", "reference_invoice",
+            "transaction_type", "transaction_type_display",
+            "debit_account", "credit_account", "debit_account_name", "credit_account_name",
+            "amount", "description", "created_at",
+        ]
+        read_only_fields = fields
+
+
+class LedgerBookSerializer(serializers.ModelSerializer):
+    class Meta:
+        model = LedgerBook
+        fields = [
+            "id", "name", "start_date", "end_date", "opening_balance",
+            "is_active", "is_closed", "closed_at", "created_at",
+        ]
+        read_only_fields = ["id", "is_active", "is_closed", "closed_at", "created_at"]
+
+
+class OpenLedgerBookSerializer(serializers.Serializer):
+    name = serializers.CharField(max_length=120)
+    start_date = serializers.DateField()
+    end_date = serializers.DateField(required=False, allow_null=True)
+    # پیش‌فرض true: انتقالِ مانده سرِ سال مالی کارِ استاندارد است.
+    carry_balance = serializers.BooleanField(required=False, default=True)
+
+    def validate(self, attrs):
+        end = attrs.get("end_date")
+        if end and end <= attrs["start_date"]:
+            raise serializers.ValidationError(
+                {"end_date": "تاریخ پایان باید بعد از تاریخ شروع باشد."}
+            )
+        return attrs