feat(phase-8): billing engine + invoice PDF + mark-paid + overdue escalation

Backend:
- app/services/invoice_pdf.py: Jinja2+WeasyPrint PDF generation, saves to
  /app/data/invoices/{id}.pdf, updates Invoice.pdf_path
- app/templates/invoice.html: professional branded A4 invoice template with
  school details, line items table, totals, payment instructions, paid receipt
- routers/billing.py: GET /invoices/{id}/pdf (auto-generate on demand, FileResponse),
  POST /invoices/{id}/mark-paid (payment_method + reference → status=paid),
  POST /trigger-generate-invoices (manual trigger), school_name in invoice list
- tasks/billing.py: fix missing func import in generate_monthly_invoices,
  new billing.generate_invoice_pdf Celery task, auto-send email after
  invoice creation, check_overdue upgraded with 7-day warning emails and
  30-day school suspension + suspension email

Frontend:
- BillingPage.vue: full rewrite — status filter tabs, school names (not UUIDs),
  PDF download button, mail icon, Mark Paid modal with method/reference fields,
  overdue rows highlighted, pagination, Generate Invoices trigger button
- api.ts: markInvoicePaid, downloadInvoicePdf, triggerGenerateInvoices
This commit is contained in:
kevin-asprec
2026-03-16 13:46:33 +08:00
parent e45e63903d
commit 0e0803e417
9 changed files with 920 additions and 85 deletions

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@@ -19,8 +19,8 @@ SMS flow: On-prem TapTrack polls Hub every 30s → Hub queues SMS jobs → Hub s
## Current Milestone
**v1.0 — Foundation & Core Services**
Status: Phase 7 complete — Phase 8 next
Phases: 7 of 15 complete
Status: Phase 8 complete — Phase 9 next
Phases: 8 of 15 complete
---
@@ -35,7 +35,7 @@ Phases: 7 of 15 complete
| 5 | On-Prem SMS Polling Agent | 1 | ✅ Complete | 2026-03-16 |
| 6 | Super Admin Dashboard UI | 1 | ✅ Complete | 2026-03-16 |
| 7 | School Admin Portal UI | 1 | ✅ Complete | 2026-03-16 |
| 8 | Billing Engine + Invoice PDF | TBD | Not started | |
| 8 | Billing Engine + Invoice PDF | 1 | ✅ Complete | 2026-03-16 |
| 9 | Email Dispatcher | TBD | Not started | — |
| 10 | Support Ticket System | TBD | Not started | — |
| 11 | Monthly Report Generation | TBD | Not started | — |

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@@ -3,16 +3,16 @@
## Current Position
Milestone: v1.0 — Foundation & Core Services
Phase: 7 of 15 (School Admin Portal UI — complete)
Plan: Phase 7 complete — Phase 8 next
Status: **Phase 7 applied — ready to begin Phase 8**
Last activity: 2026-03-16 — Phase 7 complete (portal pages: suspension banner, credit meter, license countdown, SMS chart, delivery stats, top-up request form, ticket filter/pagination, school details)
Phase: 8 of 15 (Billing Engine + Invoice PDF — complete)
Plan: Phase 8 complete — Phase 9 next
Status: **Phase 8 applied — ready to begin Phase 9**
Last activity: 2026-03-16 — Phase 8 complete (invoice PDF via Jinja2+WeasyPrint, mark-paid modal, overdue escalation with 7d warning + 30d suspension, bug fix in billing task)
## Loop Position
```
PLAN ──▶ APPLY ──▶ UNIFY
· · · [No active plan — Phase 8 planning next]
· · · [No active plan — Phase 9 planning next]
```
## Progress
@@ -26,7 +26,7 @@ PLAN ──▶ APPLY ──▶ UNIFY
- Phase 5 (On-Prem SMS Polling Agent): [██████████] 100% ✓
- Phase 6 (Super Admin Dashboard UI): [██████████] 100% ✓
- Phase 7 (School Admin Portal UI): [██████████] 100% ✓
- Phase 8 (Billing Engine + Invoice PDF): [░░░░░░░░░░] 0%
- Phase 8 (Billing Engine + Invoice PDF): [██████████] 100% ✓
- Phase 9 (Email Dispatcher): [░░░░░░░░░░] 0%
- Phase 10 (Support Ticket System): [░░░░░░░░░░] 0%
- Phase 11 (Monthly Report Generation): [░░░░░░░░░░] 0%
@@ -37,8 +37,8 @@ PLAN ──▶ APPLY ──▶ UNIFY
## Next Action
Run: `/paul:plan` for Phase 8Billing Engine + Invoice PDF
Resume file: .paul/ROADMAP.md → Phase 8
Run: `/paul:plan` for Phase 9Email Dispatcher
Resume file: .paul/ROADMAP.md → Phase 9
## Repo

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@@ -0,0 +1,46 @@
# Phase 08: Billing Engine + Invoice PDF
**Status:** Complete
**Completed:** 2026-03-16
## Goal
Automated monthly invoice generation, PDF export, mark-as-paid workflow, and overdue escalation.
## What was built
### Backend
**`billing/invoice_pdf.py`** (new service)
- `generate_invoice_pdf(invoice_id)` — renders Jinja2 HTML template → WeasyPrint PDF
- Stores at `/app/data/invoices/{invoice_id}.pdf`
- Sets `Invoice.pdf_path` in DB
**`templates/invoice.html`** (new Jinja2 template)
- Branded HTML invoice with school name, billing period, line items table, totals, payment instructions
**`routers/billing.py`** additions
- `GET /billing/invoices/{id}/pdf` — serve PDF (FileResponse), auto-generate if not yet created
- `POST /billing/invoices/{id}/mark-paid` — set paid_at, payment_method, payment_reference → status=paid
- Invoice list now includes `school_name` (joined)
**`tasks/billing.py`** fixes + additions
- Fixed missing `func` import in `generate_monthly_invoices`
- `check_overdue` enhanced:
- 7-day overdue → send warning email to school billing contact
- 30-day overdue → suspend school (set status = suspended)
- `generate_monthly_invoices` auto-queues `send_invoice_email_task` after creating each invoice
### Frontend
**`BillingPage.vue`** — full rewrite
- Invoice table with school name (not raw UUID), status badges, PDF download button
- Mark-as-paid modal: payment method dropdown + reference field
- Status filter + pagination
- "Generate Invoices" quick action (triggers Celery task)
- Overdue invoices highlighted in red
**`api.ts`** additions
- `downloadInvoicePdf(id)` — opens PDF in new tab
- `markInvoicePaid(id, data)` — PATCH to mark-paid endpoint
- `triggerGenerateInvoices()` — POST to trigger monthly invoice generation