96 lines
3.5 KiB
Python
96 lines
3.5 KiB
Python
"""Month-end controls: view, re-run, and confirm the FX rates control C5 requires."""
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from __future__ import annotations
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import datetime as dt
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from fastapi import APIRouter, Depends, HTTPException
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from pydantic import BaseModel
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from sqlalchemy.orm import Session as OrmSession
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from ...db import models
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from ...services.controls_run import payload, run_and_persist
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from ..deps import db_dep, get_session_or_404
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router = APIRouter(prefix="/api/sessions", tags=["controls"])
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@router.get("/{session_id}/controls")
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def get_controls(session_id: int, db: OrmSession = Depends(db_dep)) -> dict:
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get_session_or_404(session_id, db)
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return payload(db, session_id)
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@router.post("/{session_id}/controls/run")
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def rerun_controls(session_id: int, db: OrmSession = Depends(db_dep)) -> dict:
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"""
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Re-evaluate the controls without re-parsing the source files.
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Changing an opening balance, an FX rate or a reserve changes what the controls should
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say, so this is what clears (or re-applies) a block after a fix.
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"""
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s = get_session_or_404(session_id, db)
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if s.status == "processing":
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raise HTTPException(409, "This closing is still processing — wait for it to finish.")
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return run_and_persist(db, session_id)
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class FxConfirmIn(BaseModel):
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marketplace: str
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rate: float | None = None # optionally correct the rate while confirming it
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currency: str | None = None
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confirmed_by: str
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@router.post("/{session_id}/fx/confirm")
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def confirm_fx(session_id: int, body: FxConfirmIn, db: OrmSession = Depends(db_dep)) -> dict:
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"""
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Record that a human confirmed this marketplace's rate FOR THIS REPORTING MONTH.
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Control C5 treats a seeded default as missing, because the seeded table is a Jan-2026
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snapshot and would otherwise value any later month at January's rates in silence.
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"""
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s = get_session_or_404(session_id, db)
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if not body.confirmed_by.strip():
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raise HTTPException(400, "confirmed_by is required — a rate is confirmed by a person.")
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row = db.query(models.FxRate).filter(
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models.FxRate.session_id == session_id,
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models.FxRate.marketplace == body.marketplace).first()
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if row is None:
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row = models.FxRate(session_id=session_id, marketplace=body.marketplace)
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db.add(row)
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if body.rate is not None:
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row.rate = body.rate
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if body.currency:
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row.currency = body.currency
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row.confirmed_by = body.confirmed_by.strip()
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row.confirmed_at = dt.datetime.utcnow()
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row.confirmed_month = s.reporting_month or ""
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row.source = f"confirmed by {row.confirmed_by}"
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db.commit()
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return run_and_persist(db, session_id)
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class FxConfirmAllIn(BaseModel):
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confirmed_by: str
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@router.post("/{session_id}/fx/confirm-all")
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def confirm_all_fx(session_id: int, body: FxConfirmAllIn,
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db: OrmSession = Depends(db_dep)) -> dict:
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"""Confirm every rate on the closing as-is (after reviewing them on the Settings tab)."""
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s = get_session_or_404(session_id, db)
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who = body.confirmed_by.strip()
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if not who:
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raise HTTPException(400, "confirmed_by is required — a rate is confirmed by a person.")
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now = dt.datetime.utcnow()
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n = 0
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for row in db.query(models.FxRate).filter(models.FxRate.session_id == session_id):
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row.confirmed_by = who
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row.confirmed_at = now
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row.confirmed_month = s.reporting_month or ""
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n += 1
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db.commit()
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out = run_and_persist(db, session_id)
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out["confirmed"] = n
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return out
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