Files

kevin-asprec 0e0803e417 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

2026-03-16 13:46:33 +08:00

1.8 KiB

Raw Blame History

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

1.8 KiB Raw Blame History