accounting/accounting/creditlimit.py

from appPublic.log import debug, exception
from appPublic.uniqueID import getID
from datetime import datetime


async def get_credit_stats(sor, orgid):
	"""
	Get credit summary statistics for an organization.
	Returns total_credit, total_used, total_available, usage_pct, customer_count.
	"""
	sql = """
	SELECT 
		COALESCE(SUM(credit_limit), 0) as total_credit,
		COALESCE(SUM(used_credit), 0) as total_used,
		COALESCE(SUM(available_credit), 0) as total_available,
		COUNT(*) as customer_count,
		COUNT(CASE WHEN status = 'active' THEN 1 END) as active_count,
		COUNT(CASE WHEN status = 'expired' THEN 1 END) as expired_count
	FROM credit_limit
	WHERE orgid = ${orgid}$
	"""
	recs = await sor.sqlExe(sql, {'orgid': orgid})
	if recs and len(recs) > 0:
		r = recs[0]
		total_credit = float(r.total_credit or 0)
		total_used = float(r.total_used or 0)
		total_available = float(r.total_available or 0)
		usage_pct = round((total_used / total_credit * 100), 1) if total_credit > 0 else 0
		return {
			'total_credit': total_credit,
			'total_used': total_used,
			'total_available': total_available,
			'usage_pct': usage_pct,
			'customer_count': int(r.customer_count or 0),
			'active_count': int(r.active_count or 0),
			'expired_count': int(r.expired_count or 0)
		}
	return {
		'total_credit': 0, 'total_used': 0, 'total_available': 0,
		'usage_pct': 0, 'customer_count': 0, 'active_count': 0, 'expired_count': 0
	}


async def get_my_credit_list(sor, orgid):
	"""
	Get all credit limit records for the current user's organization,
	with organization name and account info for display.
	"""
	sql = """
	SELECT 
		cl.*,
		org.orgname as orgname_text,
		sub.name as subject_name,
		CASE 
			WHEN cl.credit_limit > 0 THEN ROUND(cl.used_credit / cl.credit_limit * 100, 1)
			ELSE 0 
		END as usage_pct
	FROM credit_limit cl
	LEFT JOIN organization org ON cl.orgid = org.id
	LEFT JOIN account acc ON cl.accountid = acc.id
	LEFT JOIN subject sub ON acc.subjectid = sub.id
	WHERE cl.orgid = ${orgid}$
	ORDER BY cl.created_at DESC
	"""
	recs = await sor.sqlExe(sql, {'orgid': orgid})
	return recs


async def get_all_customer_credits(sor, orgid, status_filter=None):
	"""
	Get all customer credit limits for management view.
	For distributor sales to see all their customers' credit status.
	"""
	where_clause = "WHERE cl.orgid = ${orgid}$"
	params = {'orgid': orgid}
	if status_filter and status_filter != 'all':
		where_clause += " AND cl.status = ${status}$"
		params['status'] = status_filter

	sql = f"""
	SELECT 
		cl.*,
		org.orgname as orgname_text,
		sub.name as subject_name,
		acc.balance as account_balance,
		CASE 
			WHEN cl.credit_limit > 0 THEN ROUND(cl.used_credit / cl.credit_limit * 100, 1)
			ELSE 0 
		END as usage_pct
	FROM credit_limit cl
	LEFT JOIN organization org ON cl.orgid = org.id
	LEFT JOIN account acc ON cl.accountid = acc.id
	LEFT JOIN subject sub ON acc.subjectid = sub.id
	{where_clause}
	ORDER BY cl.updated_at DESC
	"""
	recs = await sor.sqlExe(sql, params)
	return recs


async def get_credit_limit_for_account(sor, accid):
	"""
	Get active credit limit for an account.
	Returns credit_limit record if active and valid, None otherwise.
	"""
	sql = """
	SELECT * FROM credit_limit 
	WHERE accountid = ${accid}$ 
		AND status = 'active'
		AND (valid_from IS NULL OR valid_from <= CURRENT_DATE)
		AND (valid_to IS NULL OR valid_to >= CURRENT_DATE)
	ORDER BY created_at DESC
	LIMIT 1
	"""
	recs = await sor.sqlExe(sql, {'accid': accid})
	if len(recs) == 0:
		return None
	return recs[0]

async def update_used_credit(sor, accid, new_used_amount):
	"""
	Update used_credit and available_credit for an account.
	new_used_amount is the absolute value of negative balance.
	"""
	credit = await get_credit_limit_for_account(sor, accid)
	if credit is None:
		return
	
	new_used = new_used_amount
	new_available = credit['credit_limit'] - new_used
	
	sql = """
	UPDATE credit_limit 
	SET used_credit = ${used}$, 
		available_credit = ${available}$,
		updated_at = CURRENT_TIMESTAMP
	WHERE id = ${id}$
	"""
	await sor.sqlExe(sql, {
		'used': new_used,
		'available': new_available,
		'id': credit['id']
	})
	debug(f'Updated credit for {accid}: used={new_used}, available={new_available}')

async def set_credit_limit(sor, accountid, orgid, credit_limit_amount, 
                           valid_from=None, valid_to=None, created_by=None, remark=None):
	"""
	Set or update credit limit for an account.
	If a credit limit already exists, update it; otherwise create new.
	"""
	# Check if credit limit exists
	existing = await get_credit_limit_for_account(sor, accountid)
	
	if existing:
		# Update existing
		sql = """
		UPDATE credit_limit 
		SET credit_limit = ${credit_limit}$,
			available_credit = ${credit_limit}$ - used_credit,
			valid_from = ${valid_from}$,
			valid_to = ${valid_to}$,
			remark = ${remark}$,
			updated_at = CURRENT_TIMESTAMP
		WHERE id = ${id}$
		"""
		await sor.sqlExe(sql, {
			'credit_limit': credit_limit_amount,
			'valid_from': valid_from,
			'valid_to': valid_to,
			'remark': remark,
			'id': existing['id']
		})
		debug(f'Updated credit limit for {accountid}: {credit_limit_amount}')
		return existing['id']
	else:
		# Create new
		new_id = getID()
		ns = {
			'id': new_id,
			'accountid': accountid,
			'orgid': orgid,
			'credit_limit': credit_limit_amount,
			'used_credit': 0,
			'available_credit': credit_limit_amount,
			'valid_from': valid_from,
			'valid_to': valid_to,
			'status': 'active',
			'created_at': datetime.now(),
			'updated_at': datetime.now(),
			'created_by': created_by,
			'remark': remark
		}
		await sor.C('credit_limit', ns)
		debug(f'Created credit limit for {accountid}: {credit_limit_amount}')
		return new_id