ctms/backend/app/crud/finance.py

import uuid
from datetime import date, datetime, timezone
from decimal import Decimal
from typing import Sequence

from sqlalchemy import Numeric, func, select, update as sa_update, case
from sqlalchemy.ext.asyncio import AsyncSession

from app.models.finance import FinanceItem
from app.models.site import Site
from app.models.subject import Subject
from app.schemas.finance import FinanceCreate, FinanceStatusUpdate, FinanceUpdate

VALID_TRANSITIONS = {
    "DRAFT": {"SUBMITTED"},
    "SUBMITTED": {"APPROVED", "REJECTED"},
    "APPROVED": {"PAID"},
    "REJECTED": set(),
    "PAID": set(),
}


async def _validate_site_subject(db: AsyncSession, study_id: uuid.UUID, site_id: uuid.UUID | None, subject_id: uuid.UUID | None):
    subj_site = None
    if site_id:
        result = await db.execute(select(Site).where(Site.id == site_id))
        site = result.scalar_one_or_none()
        if not site or site.study_id != study_id:
            raise ValueError("Site not found in study")
    if subject_id:
        result = await db.execute(select(Subject).where(Subject.id == subject_id))
        subj = result.scalar_one_or_none()
        if not subj or subj.study_id != study_id:
            raise ValueError("Subject not found in study")
        subj_site = subj.site_id
    if site_id and subj_site and site_id != subj_site:
        raise ValueError("Site and subject mismatch")


async def create_item(db: AsyncSession, study_id: uuid.UUID, item_in: FinanceCreate, *, created_by: uuid.UUID) -> FinanceItem:
    await _validate_site_subject(db, study_id, item_in.site_id, item_in.subject_id)
    item = FinanceItem(
        study_id=study_id,
        site_id=item_in.site_id,
        subject_id=item_in.subject_id,
        visit_id=item_in.visit_id,
        category=item_in.category,
        title=item_in.title,
        description=item_in.description,
        currency=item_in.currency,
        amount=item_in.amount,
        occur_date=item_in.occur_date,
        status="DRAFT",
        created_by=created_by,
    )
    db.add(item)
    await db.commit()
    await db.refresh(item)
    return item


async def get_item(db: AsyncSession, item_id: uuid.UUID) -> FinanceItem | None:
    result = await db.execute(select(FinanceItem).where(FinanceItem.id == item_id))
    return result.scalar_one_or_none()


async def list_items(
    db: AsyncSession,
    study_id: uuid.UUID,
    *,
    status: str | None = None,
    category: str | None = None,
    site_id: uuid.UUID | None = None,
    subject_id: uuid.UUID | None = None,
    date_from: date | None = None,
    date_to: date | None = None,
    skip: int = 0,
    limit: int = 100,
) -> Sequence[FinanceItem]:
    stmt = select(FinanceItem).where(FinanceItem.study_id == study_id)
    if status:
        stmt = stmt.where(FinanceItem.status == status)
    if category:
        stmt = stmt.where(FinanceItem.category == category)
    if site_id:
        stmt = stmt.where(FinanceItem.site_id == site_id)
    if subject_id:
        stmt = stmt.where(FinanceItem.subject_id == subject_id)
    if date_from:
        stmt = stmt.where(FinanceItem.occur_date >= date_from)
    if date_to:
        stmt = stmt.where(FinanceItem.occur_date <= date_to)
    stmt = stmt.offset(skip).limit(limit)
    result = await db.execute(stmt)
    return result.scalars().all()


async def update_item_draft(db: AsyncSession, item: FinanceItem, item_in: FinanceUpdate) -> FinanceItem:
    if item.status != "DRAFT":
        raise ValueError("Only DRAFT items can be edited")
    update_data = item_in.model_dump(exclude_unset=True)
    if update_data:
        await db.execute(
            sa_update(FinanceItem)
            .where(FinanceItem.id == item.id)
            .values(**update_data)
        )
        await db.commit()
    await db.refresh(item)
    return item


async def change_status(db: AsyncSession, item: FinanceItem, status_in: FinanceStatusUpdate, *, operator_id: uuid.UUID) -> FinanceItem:
    target = status_in.status
    allowed = VALID_TRANSITIONS.get(item.status, set())
    if target not in allowed:
        raise ValueError(f"Invalid status transition {item.status} -> {target}")
    update_data = {"status": target}
    now = datetime.now(timezone.utc)
    if target == "SUBMITTED":
        update_data["submitted_at"] = now
    if target == "APPROVED":
        update_data["approved_at"] = now
        update_data["approver_id"] = operator_id
        update_data["reject_reason"] = None
    if target == "REJECTED":
        if not status_in.reject_reason:
            raise ValueError("reject_reason required")
        update_data["rejected_at"] = now
        update_data["approver_id"] = operator_id
        update_data["reject_reason"] = status_in.reject_reason
    if target == "PAID":
        if item.status != "APPROVED":
            raise ValueError("Only APPROVED can transition to PAID")
        update_data["paid_at"] = now
        update_data["payer_id"] = operator_id

    await db.execute(
        sa_update(FinanceItem)
        .where(FinanceItem.id == item.id)
        .values(**update_data)
    )
    await db.commit()
    await db.refresh(item)
    return item


async def summary(
    db: AsyncSession,
    study_id: uuid.UUID,
    *,
    date_from: date | None = None,
    date_to: date | None = None,
):
    stmt = select(
        func.coalesce(func.sum(FinanceItem.amount), 0).label("total_amount"),
        func.coalesce(func.sum(case((FinanceItem.status == "PAID", FinanceItem.amount), else_=0)), 0).label(
            "paid_amount"
        ),
        func.coalesce(func.sum(case((FinanceItem.status == "APPROVED", FinanceItem.amount), else_=0)), 0).label(
            "approved_amount"
        ),
        func.coalesce(func.sum(case((FinanceItem.status == "SUBMITTED", FinanceItem.amount), else_=0)), 0).label(
            "submitted_amount"
        ),
        func.count().label("count_total"),
        func.coalesce(func.sum(case((FinanceItem.status == "PAID", 1), else_=0)), 0).label("count_paid"),
    ).where(FinanceItem.study_id == study_id)
    if date_from:
        stmt = stmt.where(FinanceItem.occur_date >= date_from)
    if date_to:
        stmt = stmt.where(FinanceItem.occur_date <= date_to)
    result = await db.execute(stmt)
    return result.one()