0e0803e417
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
47 lines
1.8 KiB
Markdown
47 lines
1.8 KiB
Markdown
# Phase 08: Billing Engine + Invoice PDF
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**Status:** Complete
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**Completed:** 2026-03-16
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## Goal
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Automated monthly invoice generation, PDF export, mark-as-paid workflow, and overdue escalation.
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## What was built
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### Backend
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**`billing/invoice_pdf.py`** (new service)
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- `generate_invoice_pdf(invoice_id)` — renders Jinja2 HTML template → WeasyPrint PDF
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- Stores at `/app/data/invoices/{invoice_id}.pdf`
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- Sets `Invoice.pdf_path` in DB
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**`templates/invoice.html`** (new Jinja2 template)
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- Branded HTML invoice with school name, billing period, line items table, totals, payment instructions
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**`routers/billing.py`** additions
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- `GET /billing/invoices/{id}/pdf` — serve PDF (FileResponse), auto-generate if not yet created
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- `POST /billing/invoices/{id}/mark-paid` — set paid_at, payment_method, payment_reference → status=paid
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- Invoice list now includes `school_name` (joined)
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**`tasks/billing.py`** fixes + additions
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- Fixed missing `func` import in `generate_monthly_invoices`
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- `check_overdue` enhanced:
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- 7-day overdue → send warning email to school billing contact
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- 30-day overdue → suspend school (set status = suspended)
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- `generate_monthly_invoices` auto-queues `send_invoice_email_task` after creating each invoice
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### Frontend
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**`BillingPage.vue`** — full rewrite
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- Invoice table with school name (not raw UUID), status badges, PDF download button
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- Mark-as-paid modal: payment method dropdown + reference field
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- Status filter + pagination
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- "Generate Invoices" quick action (triggers Celery task)
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- Overdue invoices highlighted in red
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**`api.ts`** additions
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- `downloadInvoicePdf(id)` — opens PDF in new tab
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- `markInvoicePaid(id, data)` — PATCH to mark-paid endpoint
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- `triggerGenerateInvoices()` — POST to trigger monthly invoice generation
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