ApiLogicServer 14.2.20__py3-none-any.whl → 14.3.7__py3-none-any.whl

api_logic_server_cli/prototypes/manager/system/genai/examples/time_tracking_billing/003_create_db_models.response

@@ -0,0 +1,298 @@
+{
+    "models": [
+        {
+            "classname": "Client",
+            "code": "class Client(Base):\n    __tablename__ = 'client'\n\n    id = Column(Integer, primary_key=True)\n    name = Column(String, nullable=False)\n    email = Column(String, nullable=False)\n    phone = Column(String, nullable=False)\n    total_hours = Column(DECIMAL(10, 2), default=0)\n    total_amount = Column(DECIMAL(10, 2), default=0)\n    budget_amount = Column(DECIMAL(10, 2), default=0)\n    is_over_budget = Column(Boolean, default=False)",
+            "description": "Model representing clients for billing.",
+            "name": "Client"
+        },
+        {
+            "classname": "Project",
+            "code": "class Project(Base):\n    __tablename__ = 'project'\n\n    id = Column(Integer, primary_key=True)\n    client_id = Column(Integer, ForeignKey('client.id'))\n    name = Column(String, nullable=False)\n    total_project_hours = Column(DECIMAL(10, 2), default=0)\n    total_project_amount = Column(DECIMAL(10, 2), default=0)\n    project_budget_amount = Column(DECIMAL(10, 2), default=0)\n    is_over_budget = Column(Boolean, default=False)",
+            "description": "Model representing projects under a client.",
+            "name": "Project"
+        },
+        {
+            "classname": "Invoice",
+            "code": "class Invoice(Base):\n    __tablename__ = 'invoice'\n\n    id = Column(Integer, primary_key=True)\n    invoice_date = Column(DateTime, nullable=False)\n    project_id = Column(Integer, ForeignKey('project.id'))\n    invoice_amount = Column(DECIMAL(10, 2), default=0)\n    payment_total = Column(DECIMAL(10, 2), default=0)\n    invoice_balance = Column(DECIMAL(10, 2), default=0)\n    is_paid = Column(Boolean, default=False)",
+            "description": "Model representing invoices for projects.",
+            "name": "Invoice"
+        },
+        {
+            "classname": "Task",
+            "code": "class Task(Base):\n    __tablename__ = 'task'\n\n    id = Column(Integer, primary_key=True)\n    project_id = Column(Integer, ForeignKey('project.id'))\n    name = Column(String, nullable=False)\n    description = Column(String, nullable=True)\n    total_task_hours_worked = Column(DECIMAL(10, 2), default=0)\n    total_task_amount_billed = Column(DECIMAL(10, 2), default=0)\n    task_budget_hours = Column(DECIMAL(10, 2), default=0)\n    is_over_budget = Column(Boolean, default=False)\n    invoice_id = Column(Integer, ForeignKey('invoice.id'))",
+            "description": "Model representing tasks under a project.",
+            "name": "Task"
+        },
+        {
+            "classname": "Person",
+            "code": "class Person(Base):\n    __tablename__ = 'person'\n\n    id = Column(Integer, primary_key=True)\n    client_id = Column(Integer, ForeignKey('client.id'))\n    name = Column(String, nullable=False)\n    email = Column(String, nullable=False)\n    phone = Column(String, nullable=False)\n    billing_rate = Column(DECIMAL(10, 2), default=0)\n    total_hours_entered = Column(DECIMAL(10, 2), default=0)\n    total_amount_billed = Column(DECIMAL(10, 2), default=0)",
+            "description": "Model representing personnel working with clients.",
+            "name": "Person"
+        },
+        {
+            "classname": "Timesheet",
+            "code": "class Timesheet(Base):\n    __tablename__ = 'timesheet'\n\n    id = Column(Integer, primary_key=True)\n    task_id = Column(Integer, ForeignKey('task.id'))\n    person_id = Column(Integer, ForeignKey('person.id'))\n    date_worked = Column(DateTime, nullable=False)\n    hours_worked = Column(DECIMAL(10, 2), default=0)\n    month = Column(Integer)\n    year = Column(Integer)\n    billing_rate = Column(DECIMAL(10, 2), default=0)\n    total_amount_billed = Column(DECIMAL(10, 2), default=0)",
+            "description": "Model representing timesheets for tasks.",
+            "name": "Timesheet"
+        },
+        {
+            "classname": "Payment",
+            "code": "class Payment(Base):\n    __tablename__ = 'payment'\n\n    id = Column(Integer, primary_key=True)\n    invoice_id = Column(Integer, ForeignKey('invoice.id'))\n    payment_amount = Column(DECIMAL(10, 2), default=0)\n    payment_date = Column(Date, nullable=False)\n    notes = Column(String, nullable=True)",
+            "description": "Model representing payments made against invoices.",
+            "name": "Payment"
+        }
+    ],
+    "rules": [
+        {
+            "name": "Sum Client Total Hours",
+            "description": "Total Hours is the sum of Project total project hours",
+            "use_case": "Client",
+            "entity": "Client",
+            "code": "Rule.sum(derive=Client.total_hours, as_sum_of=Project.total_project_hours)"
+        },
+        {
+            "name": "Sum Client Total Amount",
+            "description": "Total Amount is the sum of Project total amount",
+            "use_case": "Client",
+            "entity": "Client",
+            "code": "Rule.sum(derive=Client.total_amount, as_sum_of=Project.total_project_amount)"
+        },
+        {
+            "name": "Formula: Client Is Over Budget",
+            "description": "Is Over Budget is true when total amount exceeds budget amount",
+            "use_case": "Client",
+            "entity": "Client",
+            "code": "Rule.formula(derive=Client.is_over_budget, as_expression=lambda row: row.total_amount > row.budget_amount)"
+        },
+        {
+            "name": "Sum Project Total Project Hours",
+            "description": "Total project hours is the sum of Task total task hours worked",
+            "use_case": "Project",
+            "entity": "Project",
+            "code": "Rule.sum(derive=Project.total_project_hours, as_sum_of=Task.total_task_hours_worked)"
+        },
+        {
+            "name": "Sum Project Total Project Amount",
+            "description": "Total project amount is the sum of Task total amount billed",
+            "use_case": "Project",
+            "entity": "Project",
+            "code": "Rule.sum(derive=Project.total_project_amount, as_sum_of=Task.total_task_amount_billed)"
+        },
+        {
+            "name": "Formula: Project Is Over Budget",
+            "description": "Is Over Budget when total project amount exceeds project budget amount",
+            "use_case": "Project",
+            "entity": "Project",
+            "code": "Rule.formula(derive=Project.is_over_budget, as_expression=lambda row: row.total_project_amount > row.project_budget_amount)"
+        },
+        {
+            "name": "Sum Task Total Task Hours Worked",
+            "description": "Total task hours worked is the sum of the Timesheet hours worked",
+            "use_case": "Task",
+            "entity": "Task",
+            "code": "Rule.sum(derive=Task.total_task_hours_worked, as_sum_of=Timesheet.hours_worked)"
+        },
+        {
+            "name": "Sum Task Total Task Amount Billed",
+            "description": "Total task amount billed is the sum of the Timesheet total amount billed",
+            "use_case": "Task",
+            "entity": "Task",
+            "code": "Rule.sum(derive=Task.total_task_amount_billed, as_sum_of=Timesheet.total_amount_billed)"
+        },
+        {
+            "name": "Formula: Task Is Over Budget",
+            "description": "Formula: is Over Budget when total task hours worked exceeds task budget hours",
+            "use_case": "Task",
+            "entity": "Task",
+            "code": "Rule.formula(derive=Task.is_over_budget, as_expression=lambda row: row.total_task_hours_worked > row.task_budget_hours)"
+        },
+        {
+            "name": "Copy Timesheet Billing Rate",
+            "description": "Copy billing rate from Person billing rate",
+            "use_case": "Timesheet",
+            "entity": "Timesheet",
+            "code": "Rule.copy(derive=Timesheet.billing_rate, from_parent=Person.billing_rate)"
+        },
+        {
+            "name": "Formula Timesheet Total Amount Billed",
+            "description": "The total amount billed is the Person billing rate times hours worked",
+            "use_case": "Timesheet",
+            "entity": "Timesheet",
+            "code": "Rule.formula(derive=Timesheet.total_amount_billed, as_expression=lambda row: row.billing_rate * row.hours_worked)"
+        },
+        {
+            "name": "Timesheet Hours Constraint",
+            "description": "Hours worked must be greater than 0 and less than 15",
+            "use_case": "Timesheet",
+            "entity": "Timesheet",
+            "code": "Rule.constraint(validate=Timesheet, as_condition=lambda row: 0 < row.hours_worked < 15, error_msg='Hours worked must be > 0 and < 15')"
+        },
+        {
+            "name": "Sum Person Total Hours Entered",
+            "description": "Total Hours entered is sum of timesheet hours worked",
+            "use_case": "Person",
+            "entity": "Person",
+            "code": "Rule.sum(derive=Person.total_hours_entered, as_sum_of=Timesheet.hours_worked)"
+        },
+        {
+            "name": "Formula Person Total Amount Billed",
+            "description": "Total amount billed is total hours entered times billing rate",
+            "use_case": "Person",
+            "entity": "Person",
+            "code": "Rule.formula(derive=Person.total_amount_billed, as_expression=lambda row: row.total_hours_entered * row.billing_rate)"
+        },
+        {
+            "name": "Person Billing Rate Constraint",
+            "description": "Billing rate must be greater than 0 and less than 200",
+            "use_case": "Person",
+            "entity": "Person",
+            "code": "Rule.constraint(validate=Person, as_condition=lambda row: 0 < row.billing_rate < 200, error_msg='Billing rate must be > 0 and < 200')"
+        },
+        {
+            "name": "Sum Invoice Invoice Amount",
+            "description": "Invoice Amount is the sum of Task total amount billed",
+            "use_case": "Invoice",
+            "entity": "Invoice",
+            "code": "Rule.sum(derive=Invoice.invoice_amount, as_sum_of=Task.total_task_amount_billed)"
+        },
+        {
+            "name": "Sum Invoice Payment Total",
+            "description": "Payment total is the sum of Payment",
+            "use_case": "Invoice",
+            "entity": "Invoice",
+            "code": "Rule.sum(derive=Invoice.payment_total, as_sum_of=Payment.payment_amount)"
+        },
+        {
+            "name": "Formula Invoice Balance",
+            "description": "Invoice balance is invoice amount less payment total",
+            "use_case": "Invoice",
+            "entity": "Invoice",
+            "code": "Rule.formula(derive=Invoice.invoice_balance, as_expression=lambda row: row.invoice_amount - row.payment_total)"
+        },
+        {
+            "name": "Formula Invoice Is Paid",
+            "description": "Invoice is paid when invoice balance is zero",
+            "use_case": "Invoice",
+            "entity": "Invoice",
+            "code": "Rule.formula(derive=Invoice.is_paid, as_expression=lambda row: row.invoice_balance == 0)"
+        }
+    ],
+    "test_data": "# Test data for Client\nclient1 = Client(id=1, name=\"Acme Corp\", email=\"acme@acme.com\", phone=\"123-456-7890\", total_hours=20, total_amount=5000, budget_amount=10000)\nclient2 = Client(id=2, name=\"Beta LLC\", email=\"beta@beta.com\", phone=\"987-654-3210\", total_hours=15, total_amount=3000, budget_amount=5000)\nclient3 = Client(id=3, name=\"Gamma Industries\", email=\"gamma@gamma.com\", phone=\"456-123-6789\", total_hours=30, total_amount=12000, budget_amount=15000)\nclient4 = Client(id=4, name=\"Delta Services\", email=\"delta@delta.com\", phone=\"789-321-6540\", total_hours=45, total_amount=9000, budget_amount=20000)\n\n# Test data for Project\nproject1 = Project(id=1, client_id=1, name=\"Project X\", total_project_hours=50, total_project_amount=8000, project_budget_amount=10000)\nproject2 = Project(id=2, client_id=1, name=\"Project Y\", total_project_hours=25, total_project_amount=4000, project_budget_amount=7000)\nproject3 = Project(id=3, client_id=2, name=\"Project Z\", total_project_hours=30, total_project_amount=3000, project_budget_amount=4000)\nproject4 = Project(id=4, client_id=3, name=\"Project Alpha\", total_project_hours=60, total_project_amount=15000, project_budget_amount=20000)\n\n# Test data for Invoice\ninvoice1 = Invoice(id=1, project_id=1, invoice_date=date(2023, 2, 15), invoice_amount=5000, payment_total=3000, invoice_balance=2000)\ninvoice2 = Invoice(id=2, project_id=2, invoice_date=date(2023, 3, 20), invoice_amount=1000, payment_total=1000, invoice_balance=0)\ninvoice3 = Invoice(id=3, project_id=3, invoice_date=date(2023, 4, 11), invoice_amount=2000, payment_total=1500, invoice_balance=500)\ninvoice4 = Invoice(id=4, project_id=4, invoice_date=date(2023, 5, 9), invoice_amount=7000, payment_total=5000, invoice_balance=2000)\n\n# Test data for Task\ntask1 = Task(id=1, project_id=1, name=\"Design Phase\", description=\"Initial design work\", total_task_hours_worked=15, total_task_amount_billed=1500, task_budget_hours=20)\ntask2 = Task(id=2, project_id=2, name=\"Development Phase\", description=\"Coding and implementation\", total_task_hours_worked=30, total_task_amount_billed=3000, task_budget_hours=40)\ntask3 = Task(id=3, project_id=3, name=\"Testing Phase\", description=\"QA and testing\", total_task_hours_worked=10, total_task_amount_billed=1000, task_budget_hours=15)\ntask4 = Task(id=4, project_id=4, name=\"Deployment Phase\", description=\"Deployment and support\", total_task_hours_worked=20, total_task_amount_billed=2000, task_budget_hours=25)\n\n# Test data for Person\nperson1 = Person(id=1, client_id=1, name=\"Alice Smith\", email=\"alice@example.com\", phone=\"111-222-3333\", billing_rate=50, total_hours_entered=10, total_amount_billed=500)\nperson2 = Person(id=2, client_id=2, name=\"Bob Brown\", email=\"bob@example.com\", phone=\"444-555-6666\", billing_rate=75, total_hours_entered=8, total_amount_billed=600)\nperson3 = Person(id=3, client_id=3, name=\"Charlie Johnson\", email=\"charlie@example.com\", phone=\"777-888-9999\", billing_rate=60, total_hours_entered=12, total_amount_billed=720)\nperson4 = Person(id=4, client_id=4, name=\"Dana White\", email=\"dana@example.com\", phone=\"123-987-6543\", billing_rate=85, total_hours_entered=15, total_amount_billed=1275)\n\n# Test data for Timesheet\ntimesheet1 = Timesheet(id=1, task_id=1, person_id=1, date_worked=date(2023, 1, 10), hours_worked=5, month=1, year=2023, billing_rate=50, total_amount_billed=250)\ntimesheet2 = Timesheet(id=2, task_id=1, person_id=2, date_worked=date(2023, 1, 12), hours_worked=4, month=1, year=2023, billing_rate=75, total_amount_billed=300)\ntimesheet3 = Timesheet(id=3, task_id=2, person_id=3, date_worked=date(2023, 2, 15), hours_worked=8, month=2, year=2023, billing_rate=60, total_amount_billed=480)\ntimesheet4 = Timesheet(id=4, task_id=3, person_id=4, date_worked=date(2023, 3, 20), hours_worked=7, month=3, year=2023, billing_rate=85, total_amount_billed=595)\n\n# Test data for Payment\npayment1 = Payment(id=1, invoice_id=1, payment_amount=1000, payment_date=date(2023, 4, 1), notes=\"First payment\")\npayment2 = Payment(id=2, invoice_id=2, payment_amount=1000, payment_date=date(2023, 4, 5), notes=\"Full settlement\")\npayment3 = Payment(id=3, invoice_id=3, payment_amount=500, payment_date=date(2023, 4, 10), notes=\"Partial payment\")\npayment4 = Payment(id=4, invoice_id=4, payment_amount=2000, payment_date=date(2023, 4, 15), notes=\"Advance payment\")",
+    "test_data_rows": [
+        {
+            "test_data_row_variable": "client1",
+            "code": "client1 = Client(id=1, name=\"Acme Corp\", email=\"acme@acme.com\", phone=\"123-456-7890\", total_hours=20, total_amount=5000, budget_amount=10000)"
+        },
+        {
+            "test_data_row_variable": "client2",
+            "code": "client2 = Client(id=2, name=\"Beta LLC\", email=\"beta@beta.com\", phone=\"987-654-3210\", total_hours=15, total_amount=3000, budget_amount=5000)"
+        },
+        {
+            "test_data_row_variable": "client3",
+            "code": "client3 = Client(id=3, name=\"Gamma Industries\", email=\"gamma@gamma.com\", phone=\"456-123-6789\", total_hours=30, total_amount=12000, budget_amount=15000)"
+        },
+        {
+            "test_data_row_variable": "client4",
+            "code": "client4 = Client(id=4, name=\"Delta Services\", email=\"delta@delta.com\", phone=\"789-321-6540\", total_hours=45, total_amount=9000, budget_amount=20000)"
+        },
+        {
+            "test_data_row_variable": "project1",
+            "code": "project1 = Project(id=1, client_id=1, name=\"Project X\", total_project_hours=50, total_project_amount=8000, project_budget_amount=10000)"
+        },
+        {
+            "test_data_row_variable": "project2",
+            "code": "project2 = Project(id=2, client_id=1, name=\"Project Y\", total_project_hours=25, total_project_amount=4000, project_budget_amount=7000)"
+        },
+        {
+            "test_data_row_variable": "project3",
+            "code": "project3 = Project(id=3, client_id=2, name=\"Project Z\", total_project_hours=30, total_project_amount=3000, project_budget_amount=4000)"
+        },
+        {
+            "test_data_row_variable": "project4",
+            "code": "project4 = Project(id=4, client_id=3, name=\"Project Alpha\", total_project_hours=60, total_project_amount=15000, project_budget_amount=20000)"
+        },
+        {
+            "test_data_row_variable": "invoice1",
+            "code": "invoice1 = Invoice(id=1, project_id=1, invoice_date=date(2023, 2, 15), invoice_amount=5000, payment_total=3000, invoice_balance=2000)"
+        },
+        {
+            "test_data_row_variable": "invoice2",
+            "code": "invoice2 = Invoice(id=2, project_id=2, invoice_date=date(2023, 3, 20), invoice_amount=1000, payment_total=1000, invoice_balance=0)"
+        },
+        {
+            "test_data_row_variable": "invoice3",
+            "code": "invoice3 = Invoice(id=3, project_id=3, invoice_date=date(2023, 4, 11), invoice_amount=2000, payment_total=1500, invoice_balance=500)"
+        },
+        {
+            "test_data_row_variable": "invoice4",
+            "code": "invoice4 = Invoice(id=4, project_id=4, invoice_date=date(2023, 5, 9), invoice_amount=7000, payment_total=5000, invoice_balance=2000)"
+        },
+        {
+            "test_data_row_variable": "task1",
+            "code": "task1 = Task(id=1, project_id=1, name=\"Design Phase\", description=\"Initial design work\", total_task_hours_worked=15, total_task_amount_billed=1500, task_budget_hours=20)"
+        },
+        {
+            "test_data_row_variable": "task2",
+            "code": "task2 = Task(id=2, project_id=2, name=\"Development Phase\", description=\"Coding and implementation\", total_task_hours_worked=30, total_task_amount_billed=3000, task_budget_hours=40)"
+        },
+        {
+            "test_data_row_variable": "task3",
+            "code": "task3 = Task(id=3, project_id=3, name=\"Testing Phase\", description=\"QA and testing\", total_task_hours_worked=10, total_task_amount_billed=1000, task_budget_hours=15)"
+        },
+        {
+            "test_data_row_variable": "task4",
+            "code": "task4 = Task(id=4, project_id=4, name=\"Deployment Phase\", description=\"Deployment and support\", total_task_hours_worked=20, total_task_amount_billed=2000, task_budget_hours=25)"
+        },
+        {
+            "test_data_row_variable": "person1",
+            "code": "person1 = Person(id=1, client_id=1, name=\"Alice Smith\", email=\"alice@example.com\", phone=\"111-222-3333\", billing_rate=50, total_hours_entered=10, total_amount_billed=500)"
+        },
+        {
+            "test_data_row_variable": "person2",
+            "code": "person2 = Person(id=2, client_id=2, name=\"Bob Brown\", email=\"bob@example.com\", phone=\"444-555-6666\", billing_rate=75, total_hours_entered=8, total_amount_billed=600)"
+        },
+        {
+            "test_data_row_variable": "person3",
+            "code": "person3 = Person(id=3, client_id=3, name=\"Charlie Johnson\", email=\"charlie@example.com\", phone=\"777-888-9999\", billing_rate=60, total_hours_entered=12, total_amount_billed=720)"
+        },
+        {
+            "test_data_row_variable": "person4",
+            "code": "person4 = Person(id=4, client_id=4, name=\"Dana White\", email=\"dana@example.com\", phone=\"123-987-6543\", billing_rate=85, total_hours_entered=15, total_amount_billed=1275)"
+        },
+        {
+            "test_data_row_variable": "timesheet1",
+            "code": "timesheet1 = Timesheet(id=1, task_id=1, person_id=1, date_worked=date(2023, 1, 10), hours_worked=5, month=1, year=2023, billing_rate=50, total_amount_billed=250)"
+        },
+        {
+            "test_data_row_variable": "timesheet2",
+            "code": "timesheet2 = Timesheet(id=2, task_id=1, person_id=2, date_worked=date(2023, 1, 12), hours_worked=4, month=1, year=2023, billing_rate=75, total_amount_billed=300)"
+        },
+        {
+            "test_data_row_variable": "timesheet3",
+            "code": "timesheet3 = Timesheet(id=3, task_id=2, person_id=3, date_worked=date(2023, 2, 15), hours_worked=8, month=2, year=2023, billing_rate=60, total_amount_billed=480)"
+        },
+        {
+            "test_data_row_variable": "timesheet4",
+            "code": "timesheet4 = Timesheet(id=4, task_id=3, person_id=4, date_worked=date(2023, 3, 20), hours_worked=7, month=3, year=2023, billing_rate=85, total_amount_billed=595)"
+        },
+        {
+            "test_data_row_variable": "payment1",
+            "code": "payment1 = Payment(id=1, invoice_id=1, payment_amount=1000, payment_date=date(2023, 4, 1), notes=\"First payment\")"
+        },
+        {
+            "test_data_row_variable": "payment2",
+            "code": "payment2 = Payment(id=2, invoice_id=2, payment_amount=1000, payment_date=date(2023, 4, 5), notes=\"Full settlement\")"
+        },
+        {
+            "test_data_row_variable": "payment3",
+            "code": "payment3 = Payment(id=3, invoice_id=3, payment_amount=500, payment_date=date(2023, 4, 10), notes=\"Partial payment\")"
+        },
+        {
+            "test_data_row_variable": "payment4",
+            "code": "payment4 = Payment(id=4, invoice_id=4, payment_amount=2000, payment_date=date(2023, 4, 15), notes=\"Advance payment\")"
+        }
+    ],
+    "test_data_sqlite": "CREATE TABLE client (\n    id INTEGER PRIMARY KEY,\n    name TEXT NOT NULL,\n    email TEXT NOT NULL,\n    phone TEXT NOT NULL,\n    total_hours DECIMAL(10,2) DEFAULT 0,\n    total_amount DECIMAL(10,2) DEFAULT 0,\n    budget_amount DECIMAL(10,2) DEFAULT 0,\n    is_over_budget BOOLEAN DEFAULT FALSE\n);\n\nINSERT INTO client (id, name, email, phone, total_hours, total_amount, budget_amount, is_over_budget)\nVALUES (1, 'Acme Corp', 'acme@acme.com', '123-456-7890', 20, 5000, 10000, 0),\n       (2, 'Beta LLC', 'beta@beta.com', '987-654-3210', 15, 3000, 5000, 0),\n       (3, 'Gamma Industries', 'gamma@gamma.com', '456-123-6789', 30, 12000, 15000, 0),\n       (4, 'Delta Services', 'delta@delta.com', '789-321-6540', 45, 9000, 20000, 0);\n\nCREATE TABLE project (\n    id INTEGER PRIMARY KEY,\n    client_id INTEGER,\n    name TEXT NOT NULL,\n    total_project_hours DECIMAL(10,2) DEFAULT 0,\n    total_project_amount DECIMAL(10,2) DEFAULT 0,\n    project_budget_amount DECIMAL(10,2) DEFAULT 0,\n    is_over_budget BOOLEAN DEFAULT FALSE,\n    FOREIGN KEY(client_id) REFERENCES client(id)\n);\n\nINSERT INTO project (id, client_id, name, total_project_hours, total_project_amount, project_budget_amount, is_over_budget)\nVALUES (1, 1, 'Project X', 50, 8000, 10000, 0),\n       (2, 1, 'Project Y', 25, 4000, 7000, 0),\n       (3, 2, 'Project Z', 30, 3000, 4000, 0),\n       (4, 3, 'Project Alpha', 60, 15000, 20000, 0);\n\nCREATE TABLE invoice (\n    id INTEGER PRIMARY KEY,\n    project_id INTEGER,\n    invoice_date DATE NOT NULL,\n    invoice_amount DECIMAL(10,2) DEFAULT 0,\n    payment_total DECIMAL(10,2) DEFAULT 0,\n    invoice_balance DECIMAL(10,2) DEFAULT 0,\n    is_paid BOOLEAN DEFAULT FALSE,\n    FOREIGN KEY(project_id) REFERENCES project(id)\n);\n\nINSERT INTO invoice (id, project_id, invoice_date, invoice_amount, payment_total, invoice_balance, is_paid)\nVALUES (1, 1, '2023-02-15', 5000, 3000, 2000, 0),\n       (2, 2, '2023-03-20', 1000, 1000, 0, 1),\n       (3, 3, '2023-04-11', 2000, 1500, 500, 0),\n       (4, 4, '2023-05-09', 7000, 5000, 2000, 0);\n\nCREATE TABLE task (\n    id INTEGER PRIMARY KEY,\n    project_id INTEGER,\n    name TEXT NOT NULL,\n    description TEXT,\n    total_task_hours_worked DECIMAL(10,2) DEFAULT 0,\n    total_task_amount_billed DECIMAL(10,2) DEFAULT 0,\n    task_budget_hours DECIMAL(10,2) DEFAULT 0,\n    is_over_budget BOOLEAN DEFAULT FALSE,\n    invoice_id INTEGER,\n    FOREIGN KEY(project_id) REFERENCES project(id),\n    FOREIGN KEY(invoice_id) REFERENCES invoice(id)\n);\n\nINSERT INTO task (id, project_id, name, description, total_task_hours_worked, total_task_amount_billed, task_budget_hours, is_over_budget, invoice_id)\nVALUES (1, 1, 'Design Phase', 'Initial design work', 15, 1500, 20, 0, NULL),\n       (2, 2, 'Development Phase', 'Coding and implementation', 30, 3000, 40, 0, NULL),\n       (3, 3, 'Testing Phase', 'QA and testing', 10, 1000, 15, 0, NULL),\n       (4, 4, 'Deployment Phase', 'Deployment and support', 20, 2000, 25, 0, NULL);\n\nCREATE TABLE person (\n    id INTEGER PRIMARY KEY,\n    client_id INTEGER,\n    name TEXT NOT NULL,\n    email TEXT NOT NULL,\n    phone TEXT NOT NULL,\n    billing_rate DECIMAL(10,2) DEFAULT 0,\n    total_hours_entered DECIMAL(10,2) DEFAULT 0,\n    total_amount_billed DECIMAL(10,2) DEFAULT 0,\n    FOREIGN KEY(client_id) REFERENCES client(id)\n);\n\nINSERT INTO person (id, client_id, name, email, phone, billing_rate, total_hours_entered, total_amount_billed)\nVALUES (1, 1, 'Alice Smith', 'alice@example.com', '111-222-3333', 50, 10, 500),\n       (2, 2, 'Bob Brown', 'bob@example.com', '444-555-6666', 75, 8, 600),\n       (3, 3, 'Charlie Johnson', 'charlie@example.com', '777-888-9999', 60, 12, 720),\n       (4, 4, 'Dana White', 'dana@example.com', '123-987-6543', 85, 15, 1275);\n\nCREATE TABLE timesheet (\n    id INTEGER PRIMARY KEY,\n    task_id INTEGER,\n    person_id INTEGER,\n    date_worked DATE NOT NULL,\n    hours_worked DECIMAL(10,2) DEFAULT 0,\n    month INTEGER,\n    year INTEGER,\n    billing_rate DECIMAL(10,2) DEFAULT 0,\n    total_amount_billed DECIMAL(10,2) DEFAULT 0,\n    FOREIGN KEY(task_id) REFERENCES task(id),\n    FOREIGN KEY(person_id) REFERENCES person(id)\n);\n\nINSERT INTO timesheet (id, task_id, person_id, date_worked, hours_worked, month, year, billing_rate, total_amount_billed)\nVALUES (1, 1, 1, '2023-01-10', 5, 1, 2023, 50, 250),\n       (2, 1, 2, '2023-01-12', 4, 1, 2023, 75, 300),\n       (3, 2, 3, '2023-02-15', 8, 2, 2023, 60, 480),\n       (4, 3, 4, '2023-03-20', 7, 3, 2023, 85, 595);\n\nCREATE TABLE payment (\n    id INTEGER PRIMARY KEY,\n    invoice_id INTEGER,\n    payment_amount DECIMAL(10,2) DEFAULT 0,\n    payment_date DATE NOT NULL,\n    notes TEXT,\n    FOREIGN KEY(invoice_id) REFERENCES invoice(id)\n);\n\nINSERT INTO payment (id, invoice_id, payment_amount, payment_date, notes)\nVALUES (1, 1, 1000, '2023-04-01', 'First payment'),\n       (2, 2, 1000, '2023-04-05', 'Full settlement'),\n       (3, 3, 500, '2023-04-10', 'Partial payment'),\n       (4, 4, 2000, '2023-04-15', 'Advance payment');",
+    "name": "Time_Tracker_and_Billing_System"
+}

api_logic_server_cli/prototypes/manager/system/genai/examples/time_tracking_billing/readme.md

@@ -0,0 +1,61 @@
+# Time Tracking and Billing 
+ Here, we create a time-tracking system, being specific about tables and columns in the [002_create_db_models.prompt](./).  Each table has additional attributes that are used to hold sums, counts, and formula.  Each table has a Use Case definition that describes the business logic using natural language.  
+
+## Command Line - create this system:
+```bash
+# create the time_track system
+$als genai --project-name=time_track --using=system/genai/examples/time_tracking_billing/002_create_db_models.prompt
+```
+
+## Review the created system
+Open the time_track in VSCode or CodeSpaces and start the ApiLogicServer (F5). This will start the server and the react-admin site (http://localhost:5656). You should see Client, Project, Task, Timesheet, Person, and Invoice with sample data generated by WebGenAI.  
+
+## Review the Logic
+The /logic directory contains the generated logic (/logic/wg_rules).  This will show how natural language is translated into LogicBank rules (/logic/wg_rules/active_rules_export.py). The other rules[n].py in the wg_rules folder are used and tested by WebGenAI and can be ignored.
+
+```
+    # Exported Rules:
+    # Rule 1 
+    # Total Hours entered is sum of timesheet hours worked
+    Rule.sum(derive=Person.total_hours_entered, as_sum_of=Timesheet.hours_worked)
+    
+```
+
+## Add Security and Enable Defaults
+The authentication service can be added using the command line
+```
+$als add-auth --provider-type=sql # Local SQLIte
+$als add-auth --provider-type=keycloak # Local KeyCloak (see docs)
+$als add-auth --provider-type=sql --db-url={database config} # Use SQL database User/Role
+```
+To ensure defaults are applied (impacts rules) we need to add a global environment variable in the environment and restart the application.
+ALL_DEFAULTS=True
+
+## Add Ontimize Application
+To create an angular Ontimize application, you need to follow these steps.  Note the name 'app' is your project name which you can change or create another project.
+```
+$cd timetrack
+$als app-create --app=app #if the ui/app folder does not exist
+$als app-build --app=app # generates pages from the API entities
+$cd ui/app
+
+$npm install && npm start  # install and start the NodeJS/Angular app
+
+# Launch your new Ontimize application (http://localhost:4299)
+
+```
+
+## Testing Time Tracker and Billing
+You can delete the existing sample data or you can start by entering new data.  To test the logic - follow these steps:
+```
+1. Enter new Client
+2. Enter new Person (works for Client)
+3. Enter new Project for client (enter billing rate)
+4. Enter new Task for Project
+5. Enter new Timesheet - enter task and person for client (enter hours worked)
+
+Watch Rules fired in log and then review the sums, counts, formula and constraints.
+Note: The Client total amount should be the same value as Project, Task, and Timesheet.
+
+Bonus: Enter an Invoice for a Client/Project then add Invoice Item for a specific Client Task. Once the invoice is ready - we can add a new Event (logic) to send to Kafka.
+```

api_logic_server_cli/prototypes/manager/system/genai/learning_requests/logic_bank_api.prompt

@@ -1,6 +1,6 @@
 Here is the simplified API for LogicBank:
 
-Create a function called declare_logic(), consisting of calls to Rule methods.
+Translate the user prompt into a series of calls to Rule methods, described here.
 
 Do not generate import statements.
 
@@ -113,7 +113,7 @@ class Rule:
         """
         Copy declares child column copied from parent column.
 
-        Example
+        Example:
             Prompt
                 Store the Item.unit_price as a copy from Product.unit_price
             Response
@@ -126,6 +126,20 @@ class Rule:
         return Copy(derive=derive, from_parent=from_parent)
 
 
+    @staticmethod
+    def after_flush_row_event(on_class: object, calling: Callable = None,
+                              if_condition: any = None,
+                              when_condition: any = None,
+                              with_args: dict = None):
+
+        Example:
+            Prompt:
+                Send the Order to Kafka topic 'order_shipping' if the date_shipped is not None
+            Response:
+                Rule.after_flush_row_event(on_class=Order, calling=kafka_producer.send_row_to_kafka,
+                               if_condition=lambda row: row.date_shipped is not None,
+                               with_args={"topic": "order_shipping"})
+
 Expanded example:
 
 Prompt:
@@ -190,7 +204,6 @@ Response is to create 2 rules - a derivation and a constraint, as follows:
 Intermediate sum/count values also work for counts.  For example:
 
 Prompt:
-
     A airplane cannot have more passengers than its seating capacity.
 
 Response is to create 2 rules - a count derivation and a constraint, as follows:
@@ -212,12 +225,11 @@ Response is to create 2 rules - a derivation and a constraint, as follows:
         Rule.sum(derive=Employee.skill_rating_total, as_sum_of=EmployeeSkill.rating)
     And, be sure to create the second Rule:
         Rule.Formula(derive=Employee.skill_summary, 
-                    as_condition=lambda row: row.skill_rating_total + 2 * row.years_of_service)
+                    as_expression=lambda row: row.skill_rating_total + 2 * row.years_of_service)
 
 
 Prompt:
-
-    A student cannot be an honor student unless they have mre than 2 service activities.
+    A student cannot be an honor student unless they have more than 2 service activities.
 
 Response is to create 2 rules - a count derivation and a constraint, as follows:
     First Rule to Create:
@@ -230,7 +242,6 @@ Response is to create 2 rules - a count derivation and a constraint, as follows:
 Here is an equivalent request:
 
 Prompt:
-
     A airplane's passengers must be less than its seating capacity.
 
 Response is to create 2 rules - a count derivation and a constraint, as follows:
@@ -244,20 +255,20 @@ Response is to create 2 rules - a count derivation and a constraint, as follows:
 
 For "more than" constraints, create columns with count rules:
 
-Prompt Reject Employees with more than 3 Felonies.
+Prompt: Reject Employees with more than 3 Felonies.
 
 Response:
     First Rule is to create:
         Rule.count(derive=Employee.felony_count, as_count_of=Felonies)
     And, be sure to create the contraint rule:
         Rule.constraint(validate=Employee,
-                    as_condition=lambda row: row.felony_count>3,
+                    as_condition=lambda row: row.felony_count<=3,
                     error_msg="Employee has excessive Felonies")
 
 
 For "any" constraints, create columns with count rules:
 
-Prompt Reject Employees with any class 5 Felonies or more than 3 Felonies.
+Prompt: Reject Employees with any class 5 Felonies or more than 3 Felonies.
 
 Response:
     First Rule is to create:
@@ -265,7 +276,7 @@ Response:
         Rule.count(derive=Employee.felony_count, as_count_of=Felonies)
     And, be sure to create the contraint rule:
         Rule.constraint(validate=Employee,
-                    as_condition=lambda row: row.class_5_felony_count > 0 or row.felony_count>3,
+                    as_condition=lambda row: row.class_5_felony_count == 0 and row.felony_count<=3,
                     error_msg="Employee has excessive Felonies")
 
 Formulas can reference parent values in 2 versions - choose formula vs copy as follows:
@@ -278,6 +289,13 @@ Formulas can reference parent values in 2 versions - choose formula vs copy as f
     Response
         Rule.copy(derive=Item.ready, from_parent=Order.ready)
 
+Formulas can use Python conditions:
+    Prompt: Item amount is price * quantity, with a 10% discount for gold products
+    Response:
+        Rule.Formula(derive=Item.amount, 
+                    as_expression=lambda row: row.price * row.quantity if row.gold else .9 * row.price * row.quantity)
+    If the attributes are decimal, use the form Decimal('0.9')
+
 Sum and Count where clauses:
     1. must not restate the foreign key / primary key matchings
     2. Can only reference child attributes

api_logic_server_cli/prototypes/manager/system/genai/prompt_inserts/iteration.prompt

@@ -1 +1,2 @@
-Update the prior response - be sure not to lose classes and test data already created.
+Update the prior response - be sure not to lose classes, rules and test data already created.
+If there is more than one derivation for the same column, use the last one provided.

api_logic_server_cli/prototypes/nw_no_cust/venv_setup/system_note.txt

@@ -1 +1 @@
-Project created as nw+ (nw, no customizations)
+Project created as nw- (nw, no customizations)

api_logic_server_cli/prototypes/ont_app/templates/home_tree_template.html

@@ -0,0 +1,9 @@
+<div fxLayout="row" fxLayoutAlign="center start" fxFlexFill class="container">
+    <o-tree #tree service="{{ service }}" entity="{{ entity }}" 
+            keys="{{ keys }}" root-title="{{ entity }}" columns="{{ columns }}"
+            visible-columns="{{ favorite }}" route=":{{ keys }}" fxFlex="20">
+    </o-tree>
+    <div fxLayout="column" fxLayoutAlign="center stretch" fxFlex="80">
+    <router-outlet></router-outlet>
+    </div>
+</div>

api_logic_server_cli/prototypes/ont_app/templates/tree_routing.jinja

@@ -0,0 +1,32 @@
+import { NgModule } from '@angular/core';
+import { RouterModule, Routes } from '@angular/router';
+import { {{ entity_first_cap }}HomeComponent } from './home/{{ entity }}-home.component';
+import { {{ entity_first_cap }}NewComponent } from './new/{{ entity }}-new.component';
+import { {{ entity_first_cap }}DetailComponent } from './detail/{{ entity }}-detail.component';
+
+const routes: Routes = [
+  {path: '', component: {{ entity_first_cap }}HomeComponent,
+    children: [
+      { path: 'new', component: {{ entity_first_cap }}NewComponent },
+      { path: ':{{ keyPath }}', component: {{ entity_first_cap }}DetailComponent,
+        data: {
+          oPermission: {
+            permissionId: '{{ entity }}-detail-permissions'
+          }
+        }
+      }{{ additional_routes }}
+  ]}
+];
+
+export const {{ entity_upper}}_MODULE_DECLARATIONS = [
+    {{ entity_first_cap }}HomeComponent,
+    {{ entity_first_cap }}NewComponent,
+    {{ entity_first_cap }}DetailComponent 
+];
+
+
+@NgModule({
+  imports: [RouterModule.forChild(routes)],
+  exports: [RouterModule]
+})
+export class {{ entity_first_cap }}RoutingModule { }

api_logic_server_cli/sqlacodegen_wrapper/sqlacodegen/sqlacodegen/codegen.py

@@ -480,6 +480,7 @@ class ManyToOneRelationship(Relationship):
                 parent_accessor_from_fk = True
             else:
                 self.preferred_name = inflect_engine.singular_noun(tablename) or tablename
+            # TODO - consider using the target class name as the preferred name (lower case fk -> a_child.parent)
 
         
         # Add uselist=False to One-to-One relationships
@@ -1179,7 +1180,8 @@ else:
         render_coltype = not dedicated_fks or any(fk.column is column for fk in dedicated_fks)
         if 'DataTypes.char_type DEBUG ONLY' == str(column):
             debug_stop = "Debug Stop: Column"  # char_type = Column(CHAR(1, 'SQL_Latin1_General_CP1_CI_AS'))
-
+        if str(column) in ['Credit_limit', 'credit_limit']:
+            debug_stop = "Debug Stop: Column"
         if column.key != column.name:
             kwarg.append('key')
         if column.primary_key:
@@ -1511,7 +1513,7 @@ else:
                 child_accessor = f'    {child_accessor_name} : Mapped[List["{reln.source_cls}"]] = '\
                                  f'relationship({multi_reln_fix}back_populates="{reln.parent_accessor_name}")\n'
 
-                if model.name in ["Employee", "CharacterClass"]:  # Emp has Department and Department1
+                if model.name in ["Item", "Employee", "CharacterClass"]:  # Emp has Department and Department1
                     debug_str = "nice breakpoint"  # DND CharacterClass - check parent acceossor (class_ not class)
                 model.rendered_parent_relationships += parent_accessor
                 parent_model.rendered_child_relationships += child_accessor

api_logic_server_cli/tools/mini_skel/logic/load_verify_rules.py

@@ -9,7 +9,7 @@ from importlib import import_module
 from pathlib import Path
 from werkzeug.utils import secure_filename
 from database.models import *
-from logic_bank.logic_bank import DeclareRule, Rule, LogicBank
+from logic_bank.logic_bank import Rule, LogicBank
 from colorama import Fore, Style, init
 from logic_bank.logic_bank import RuleBank
 from logic_bank.rule_bank.rule_bank_setup import find_referenced_attributes