lambda-erp 0.1.20__tar.gz → 0.1.21__tar.gz

{lambda_erp-0.1.20 → lambda_erp-0.1.21}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: lambda-erp
-Version: 0.1.20
+Version: 0.1.21
 Summary: Core ERP logic - accounting, sales, purchasing, inventory
 Author: TORUS INVESTMENTS AG
 License-Expression: MIT
@@ -14,6 +14,7 @@ Requires-Dist: httpx>=0.27
 Requires-Dist: jinja2>=3.1
 Requires-Dist: openai>=1.0
 Requires-Dist: pydantic>=2.0
+Requires-Dist: pypdf>=4.0
 Requires-Dist: python-dateutil>=2.8
 Requires-Dist: python-dotenv>=1.0
 Requires-Dist: python-jose[cryptography]>=3.3

{lambda_erp-0.1.20 → lambda_erp-0.1.21}/api/main.py

@@ -17,7 +17,7 @@ from api.errors import register_exception_handlers
 from api.auth import router as auth_router, COOKIE_NAME, decode_token
 from api.attachments import router as attachments_router
 from api.chat import chat_websocket, router as chat_router
-from api.routers import admin, documents, masters, reports, setup as setup_router, bank_reconciliation, analytics, accounting
+from api.routers import admin, documents, masters, reports, setup as setup_router, bank_reconciliation, analytics, accounting, proposals
 
 
 def load_plugins() -> None:
@@ -89,6 +89,7 @@ register_exception_handlers(app)
 app.include_router(auth_router, prefix="/api")
 app.include_router(attachments_router, prefix="/api")
 app.include_router(documents.router, prefix="/api")
+app.include_router(proposals.router, prefix="/api")
 app.include_router(masters.router, prefix="/api")
 app.include_router(reports.router, prefix="/api")
 app.include_router(analytics.router, prefix="/api")

{lambda_erp-0.1.20 → lambda_erp-0.1.21}/api/pdf.py

@@ -1,5 +1,6 @@
 """PDF generation for ERP documents."""
 
+import io
 import os
 from jinja2 import Environment, FileSystemLoader, ChoiceLoader
 from weasyprint import HTML
@@ -78,6 +79,12 @@ def _get_dict(row):
 
 def generate_pdf(doctype_slug: str, name: str) -> bytes:
     """Generate a PDF for a document and return raw bytes."""
+    # The Proposal (Sammelofferte) has a wholly different shape — several
+    # quotations rendered as lettered positions + an appended appendix — so it
+    # gets its own render path rather than the single-document template below.
+    if doctype_slug == "proposal":
+        return generate_proposal_pdf(name)
+
     doc = load_document(doctype_slug, name)
     db = get_db()
 
@@ -209,3 +216,131 @@ def generate_pdf(doctype_slug: str, name: str) -> bytes:
     html_str = template.render(**context)
 
     return HTML(string=html_str, base_url=base_url).write_pdf()
+
+
+def _append_pdf(base_pdf: bytes, extra_pdf: bytes) -> bytes:
+    """Concatenate `extra_pdf` after `base_pdf`. Used to staple the uploaded
+    appendix onto the rendered offers. A corrupt/unreadable appendix must not
+    sink the whole proposal, so on any failure we return the base unchanged."""
+    try:
+        from pypdf import PdfReader, PdfWriter
+    except Exception:
+        return base_pdf
+    try:
+        writer = PdfWriter()
+        for src in (base_pdf, extra_pdf):
+            reader = PdfReader(io.BytesIO(src))
+            for page in reader.pages:
+                writer.add_page(page)
+        out = io.BytesIO()
+        writer.write(out)
+        return out.getvalue()
+    except Exception:
+        return base_pdf
+
+
+def generate_proposal_pdf(name: str) -> bytes:
+    """Render a Proposal (Sammelofferte): a cover letter plus each referenced
+    Quotation as a lettered position (A, B, C…), then append the uploaded
+    appendix PDF if there is one. Never mutates the quotations."""
+    proposal = load_document("proposal", name)
+    db = get_db()
+
+    # Customer (party) — looked up live so a corrected name/address shows.
+    party_name = proposal.get("customer_name") or proposal.get("customer") or ""
+    party_info = {}
+    if proposal.get("customer"):
+        row = db.get_value(
+            "Customer", proposal["customer"],
+            ["customer_name", "email", "phone", "address", "city", "zip_code",
+             "country", "tax_id", "contact_person", "contact_email", "contact_phone"],
+        )
+        if row:
+            party_info = _get_dict(row)
+            party_name = party_info.get("customer_name") or party_name
+
+    # Company / letterhead.
+    company_id = proposal.get("company", "") or ""
+    company_name = company_id
+    company_info = {}
+    if company_id:
+        row = db.get_value(
+            "Company", company_id,
+            ["company_name", "email", "phone", "address", "city", "zip_code",
+             "country", "tax_id", "iban"],
+        )
+        if row:
+            company_info = _get_dict(row)
+            company_name = company_info.get("company_name") or company_id
+
+    # Build the lettered positions from the referenced quotations (idx order).
+    positions = []
+    rows = sorted(proposal.get("quotations", []) or [], key=lambda r: r.get("idx") or 0)
+    for i, row in enumerate(rows):
+        qname = row.get("quotation")
+        if not qname:
+            continue
+        try:
+            quote = load_document("quotation", qname)
+        except Exception:
+            continue
+        items = quote.get("items", []) or []
+        # Refresh each line's item_name from the master, consistent with the
+        # single-document path.
+        for item in items:
+            code = item.get("item_code")
+            if code:
+                live = db.get_value("Item", code, "item_name")
+                if live:
+                    item["item_name"] = live
+        default_title = items[0].get("item_name") if items else qname
+        positions.append({
+            "letter": chr(ord("A") + i),
+            "quotation": qname,
+            "title": row.get("position_title") or default_title or qname,
+            "blurb": row.get("position_blurb") or quote.get("remarks") or "",
+            "is_recommended": bool(row.get("is_recommended")),
+            "currency": quote.get("currency", "USD") or "USD",
+            "grand_total": quote.get("grand_total") or 0,
+            "items": items,
+        })
+
+    # Page size setting (shared with the single-document path).
+    page_size_row = db.sql('SELECT value FROM "Settings" WHERE key = \'pdf_page_size\'')
+    page_size = page_size_row[0]["value"] if page_size_row else "A4"
+
+    template = _jinja_env.get_template("proposal.html")
+    base_url = template.filename or os.path.join(TEMPLATE_DIR, "proposal.html")
+    context = dict(
+        proposal=proposal,
+        title=proposal.get("title") or "Offerte",
+        company_name=company_name,
+        company_info=company_info,
+        party_name=party_name,
+        party_info=party_info,
+        positions=positions,
+        page_size=page_size,
+    )
+
+    # Let deployment plugins augment the context, same seam as generate_pdf.
+    for provider in _pdf_context_providers:
+        try:
+            extra = provider("Proposal", name, context)
+            if extra:
+                context.update(extra)
+        except Exception:
+            pass
+
+    html_str = template.render(**context)
+    pdf_bytes = HTML(string=html_str, base_url=base_url).write_pdf()
+
+    # Staple the uploaded appendix (stored as a blob) onto the end.
+    appendix = db.sql('SELECT data FROM "Proposal Appendix" WHERE parent = ?', [name])
+    if appendix and appendix[0].get("data"):
+        data = appendix[0]["data"]
+        if isinstance(data, memoryview):
+            data = data.tobytes()
+        if data:
+            pdf_bytes = _append_pdf(pdf_bytes, bytes(data))
+
+    return pdf_bytes

lambda_erp-0.1.21/api/routers/proposals.py

@@ -0,0 +1,112 @@
+"""Proposal (Sammelofferte) extras: the uploaded appendix PDF and the
+cover-letter default.
+
+The Proposal itself is a normal document — list/get/create/update go through the
+generic `/documents/proposal` routes. Only the appendix (a binary blob stored
+out of the Proposal row) and the cover-letter pre-fill need dedicated endpoints.
+"""
+
+from fastapi import APIRouter, Depends, File, HTTPException, UploadFile
+from fastapi.responses import Response
+
+from lambda_erp.database import get_db
+from lambda_erp.utils import now
+from api.auth import require_role
+
+router = APIRouter(prefix="/proposals", tags=["proposals"])
+
+_viewer = Depends(require_role("viewer"))
+_manager = Depends(require_role("manager"))
+
+MAX_APPENDIX_SIZE = 15 * 1024 * 1024  # 15 MB
+
+
+def _fill(template: str, customer: dict) -> str:
+    """Resolve the handful of placeholders a cover-letter template may use."""
+    contact = (customer.get("contact_person") or "").strip()
+    return (template or "").format(
+        customer_name=customer.get("customer_name") or "",
+        contact_person=contact,
+        salutation=f"Sehr geehrte Damen und Herren" if not contact else f"Sehr geehrte/r {contact}",
+    )
+
+
+@router.get("/cover-default")
+def cover_default(company: str = "", customer: str = "", _user: dict = _viewer):
+    """The default cover-letter text a new proposal pre-fills, taken from the
+    company's `proposal_cover_template` with placeholders resolved against the
+    chosen customer. Returns "" when no template is configured."""
+    db = get_db()
+    template = ""
+    if company:
+        template = db.get_value("Company", company, "proposal_cover_template") or ""
+    cust = {}
+    if customer:
+        row = db.get_value("Customer", customer, ["customer_name", "contact_person"])
+        if row:
+            cust = dict(row)
+    try:
+        text = _fill(template, cust)
+    except (KeyError, IndexError, ValueError):
+        # A template with an unknown {placeholder} shouldn't 500 — hand back raw.
+        text = template
+    return {"cover_letter": text}
+
+
+@router.post("/{name}/appendix")
+async def upload_appendix(name: str, file: UploadFile = File(...), user: dict = _manager):
+    """Attach (or replace) the appendix PDF stapled to the end of the proposal."""
+    db = get_db()
+    if not db.exists("Proposal", name):
+        raise HTTPException(status_code=404, detail=f"Proposal {name} not found")
+
+    mime = (file.content_type or "").lower()
+    if mime != "application/pdf":
+        raise HTTPException(status_code=400, detail="Appendix must be a PDF.")
+    data = await file.read()
+    if not data:
+        raise HTTPException(status_code=400, detail="Empty file.")
+    if len(data) > MAX_APPENDIX_SIZE:
+        raise HTTPException(status_code=413, detail=f"Appendix too large (max {MAX_APPENDIX_SIZE // (1024*1024)} MB).")
+
+    filename = file.filename or "appendix.pdf"
+    # Upsert the 1:1 appendix row, then mark the filename on the proposal so the
+    # UI can show what's attached.
+    db.delete("Proposal Appendix", filters={"parent": name})
+    db.sql(
+        'INSERT INTO "Proposal Appendix" (parent, filename, data, uploaded) VALUES (?, ?, ?, ?)',
+        [name, filename, data, now()],
+    )
+    db.set_value("Proposal", name, "appendix_filename", filename)
+    db.commit()
+    return {"appendix_filename": filename, "size": len(data)}
+
+
+@router.delete("/{name}/appendix")
+def delete_appendix(name: str, user: dict = _manager):
+    """Remove the appendix PDF from the proposal."""
+    db = get_db()
+    if not db.exists("Proposal", name):
+        raise HTTPException(status_code=404, detail=f"Proposal {name} not found")
+    db.delete("Proposal Appendix", filters={"parent": name})
+    db.set_value("Proposal", name, "appendix_filename", None)
+    db.commit()
+    return {"ok": True}
+
+
+@router.get("/{name}/appendix")
+def download_appendix(name: str, _user: dict = _viewer):
+    """Download the stored appendix PDF (for previewing what's attached)."""
+    db = get_db()
+    rows = db.sql('SELECT filename, data FROM "Proposal Appendix" WHERE parent = ?', [name])
+    if not rows or not rows[0].get("data"):
+        raise HTTPException(status_code=404, detail="No appendix attached.")
+    data = rows[0]["data"]
+    if isinstance(data, memoryview):
+        data = data.tobytes()
+    filename = rows[0].get("filename") or "appendix.pdf"
+    return Response(
+        content=bytes(data),
+        media_type="application/pdf",
+        headers={"Content-Disposition": f'inline; filename="{filename}"'},
+    )

{lambda_erp-0.1.20 → lambda_erp-0.1.21}/api/services.py

@@ -7,6 +7,7 @@ from lambda_erp.selling.quotation import (
     Quotation, make_sales_order,
     make_sales_invoice_from_quotation, make_delivery_note_from_quotation,
 )
+from lambda_erp.selling.proposal import Proposal
 from lambda_erp.selling.sales_order import SalesOrder, make_sales_invoice
 from lambda_erp.buying.purchase_order import PurchaseOrder, make_purchase_invoice
 from lambda_erp.accounting.sales_invoice import SalesInvoice, make_sales_return
@@ -27,6 +28,7 @@ from lambda_erp.accounting.bank_transaction import BankTransaction
 
 DOCUMENT_CLASSES = {
     "Quotation": Quotation,
+    "Proposal": Proposal,
     "Sales Order": SalesOrder,
     "Sales Invoice": SalesInvoice,
     "Purchase Order": PurchaseOrder,

lambda_erp-0.1.21/api/templates/proposal.html

@@ -0,0 +1,91 @@
+<!DOCTYPE html>
+<html>
+<head>
+<meta charset="utf-8">
+<style>
+  @page { size: {{ page_size }}; margin: 20mm 15mm; }
+  * { margin: 0; padding: 0; box-sizing: border-box; }
+  body { font-family: Helvetica, Arial, sans-serif; font-size: 9pt; color: #1a1a1a; line-height: 1.45; }
+
+  .header { display: flex; justify-content: space-between; margin-bottom: 24px; }
+  .company { font-size: 14pt; font-weight: bold; color: #2563eb; }
+  .doc-title { text-align: right; }
+  .doc-title h1 { font-size: 16pt; }
+  .doc-title .doc-name { font-size: 10pt; color: #666; }
+  .doc-title .doc-date { font-size: 9pt; color: #888; margin-top: 2px; }
+
+  .parties { display: flex; justify-content: space-between; margin-bottom: 18px; }
+  .party-block h3 { font-size: 8pt; text-transform: uppercase; letter-spacing: 0.5px; color: #888; margin-bottom: 4px; }
+  .party-block .name { font-weight: bold; font-size: 10pt; }
+  .party-block .detail { font-size: 8pt; color: #555; }
+
+  .cover { margin-bottom: 22px; white-space: pre-line; font-size: 9.5pt; }
+
+  .position { margin-bottom: 16px; padding-bottom: 12px; border-bottom: 1px solid #e5e7eb; page-break-inside: avoid; }
+  .position .pos-head { display: flex; align-items: baseline; gap: 10px; }
+  .position .letter { font-weight: bold; font-size: 11pt; color: #2563eb; min-width: 18px; }
+  .position .pos-title { font-weight: bold; font-size: 10.5pt; }
+  .position .recommended { display: inline-block; margin-left: 8px; padding: 1px 9px; border-radius: 10px; background: #2563eb; color: #fff; font-size: 7.5pt; font-weight: bold; vertical-align: middle; }
+  .position .blurb { margin: 3px 0 8px 28px; font-size: 8.5pt; color: #444; }
+
+  table.lines { width: 100%; border-collapse: collapse; margin-left: 28px; width: calc(100% - 28px); }
+  table.lines td { padding: 3px 0; font-size: 9pt; }
+  table.lines td.amount { text-align: right; white-space: nowrap; }
+  table.lines td.desc { color: #333; }
+
+  .footer { margin-top: 28px; padding-top: 10px; border-top: 1px solid #e5e7eb; font-size: 7.5pt; color: #999; text-align: center; }
+</style>
+</head>
+<body>
+
+<div class="header">
+  <div><div class="company">{{ company_name or proposal.company or "" }}</div></div>
+  <div class="doc-title">
+    <h1>{{ title }}</h1>
+    <div class="doc-name">{{ proposal.name }}</div>
+    {% if proposal.proposal_date %}<div class="doc-date">{{ proposal.proposal_date }}</div>{% endif %}
+  </div>
+</div>
+
+<div class="parties">
+  <div class="party-block">
+    <h3>From</h3>
+    <div class="name">{{ company_name or proposal.company or "" }}</div>
+    {% if company_info.get("address") %}<div class="detail">{{ company_info.address }}</div>{% endif %}
+    {% if company_info.get("city") or company_info.get("zip_code") %}<div class="detail">{{ company_info.get("zip_code", "") }} {{ company_info.get("city", "") }}</div>{% endif %}
+    {% if company_info.get("email") %}<div class="detail">{{ company_info.email }}</div>{% endif %}
+    {% if proposal.partner_name %}<div class="detail" style="margin-top:4px;">{{ proposal.partner_name }}{% if proposal.partner_email %} · {{ proposal.partner_email }}{% endif %}</div>{% endif %}
+  </div>
+  <div class="party-block" style="text-align: right;">
+    <h3>To</h3>
+    <div class="name">{{ party_name }}</div>
+    {% if party_info.get("contact_person") %}<div class="detail">{{ party_info.contact_person }}</div>{% endif %}
+    {% if party_info.get("address") %}<div class="detail">{{ party_info.address }}</div>{% endif %}
+    {% if party_info.get("city") or party_info.get("zip_code") %}<div class="detail">{{ party_info.get("zip_code", "") }} {{ party_info.get("city", "") }}</div>{% endif %}
+  </div>
+</div>
+
+{% if proposal.cover_letter %}<div class="cover">{{ proposal.cover_letter }}</div>{% endif %}
+
+{% for p in positions %}
+<div class="position">
+  <div class="pos-head">
+    <span class="letter">{{ p.letter }}</span>
+    <span class="pos-title">{{ p.title }}{% if p.is_recommended %}<span class="recommended">Empfehlung</span>{% endif %}</span>
+  </div>
+  {% if p.blurb %}<div class="blurb">{{ p.blurb }}</div>{% endif %}
+  <table class="lines">
+    {% for item in p["items"] %}
+    <tr>
+      <td class="desc">{{ item.item_name or item.description or item.item_code or "" }}{% if item.qty and item.qty != 1 %} ({{ "%g"|format(item.qty) }}×){% endif %}</td>
+      <td class="amount">{{ p.currency }} {{ "%.2f"|format(item.amount or item.net_amount or (item.qty or 0) * (item.rate or 0)) }}</td>
+    </tr>
+    {% endfor %}
+  </table>
+</div>
+{% endfor %}
+
+<div class="footer">{{ company_name or proposal.company or "" }}</div>
+
+</body>
+</html>

{lambda_erp-0.1.20 → lambda_erp-0.1.21}/frontend/src/api/client.ts

@@ -139,6 +139,37 @@ export const api = {
       body: JSON.stringify({ target_doctype: targetDoctype }),
     }),
 
+  // Proposal (Sammelofferte) extras — CRUD goes through the document methods
+  // above (doctype "proposal"); these cover the appendix blob + cover default.
+  getProposalCoverDefault: (company?: string, customer?: string) =>
+    request<{ cover_letter: string }>(
+      `/proposals/cover-default${qs({ company, customer })}`,
+    ),
+
+  uploadProposalAppendix: async (name: string, file: File) => {
+    const form = new FormData();
+    form.append("file", file);
+    const res = await fetch(`${BASE}/proposals/${encodeURIComponent(name)}/appendix`, {
+      method: "POST",
+      credentials: "include",
+      body: form,
+    });
+    if (!res.ok) {
+      if (res.status === 401) {
+        window.location.href = "/login";
+        throw new ApiError(401, "Session expired");
+      }
+      const body = await res.json().catch(() => ({ detail: res.statusText }));
+      throw new ApiError(res.status, body.detail || "Upload failed");
+    }
+    return res.json() as Promise<{ appendix_filename: string; size: number }>;
+  },
+
+  deleteProposalAppendix: (name: string) =>
+    request<{ ok: boolean }>(`/proposals/${encodeURIComponent(name)}/appendix`, { method: "DELETE" }),
+
+  proposalPdfUrl: (name: string) => `${BASE}/documents/proposal/${encodeURIComponent(name)}/pdf`,
+
   // Masters
   listMasters: (type: string, params?: Record<string, string | number | undefined>) =>
     request<{ rows: any[]; total: number; limit: number; offset: number }>(

{lambda_erp-0.1.20 → lambda_erp-0.1.21}/lambda_erp/database.py

@@ -287,7 +287,8 @@ class Database:
                 default_freight_in_account TEXT,
                 default_customs_account TEXT,
                 default_exchange_gain_loss_account TEXT,
-                default_unrealized_exchange_account TEXT
+                default_unrealized_exchange_account TEXT,
+                proposal_cover_template TEXT
             )""",
 
             """CREATE TABLE IF NOT EXISTS "Account" (
@@ -524,6 +525,56 @@ class Database:
                 FOREIGN KEY (parent) REFERENCES "Quotation"(name)
             )""",
 
+            # --- Proposal (Sammelofferte) ---
+            # A print-only assembly of several independent Quotations into one
+            # branded PDF. No docstatus lifecycle that posts anything: it never
+            # touches the quotations it references. `discarded` lets a saved
+            # proposal be soft-deleted like other documents.
+            """CREATE TABLE IF NOT EXISTS "Proposal" (
+                name TEXT PRIMARY KEY,
+                title TEXT,
+                customer TEXT,
+                customer_name TEXT,
+                company TEXT,
+                proposal_date TEXT,
+                partner_name TEXT,
+                partner_email TEXT,
+                cover_letter TEXT,
+                appendix_filename TEXT,
+                status TEXT DEFAULT 'Draft',
+                docstatus INTEGER DEFAULT 0,
+                discarded INTEGER DEFAULT 0,
+                creation TEXT,
+                modified TEXT,
+                FOREIGN KEY (customer) REFERENCES "Customer"(name)
+            )""",
+
+            # Each row references one independent Quotation, rendered as a
+            # lettered position (A, B, C…) in the combined PDF. position_title /
+            # position_blurb are per-proposal copy; is_recommended draws the badge.
+            """CREATE TABLE IF NOT EXISTS "Proposal Item" (
+                name TEXT PRIMARY KEY,
+                parent TEXT,
+                idx INTEGER DEFAULT 0,
+                quotation TEXT,
+                position_title TEXT,
+                position_blurb TEXT,
+                is_recommended INTEGER DEFAULT 0,
+                FOREIGN KEY (parent) REFERENCES "Proposal"(name)
+            )""",
+
+            # The optional uploaded appendix PDF (e.g. a static price overview),
+            # stored as a blob so it survives container restarts (the app disk is
+            # ephemeral). 1:1 with a Proposal; kept out of the Proposal row so the
+            # generic document CRUD/list never has to serialise bytes.
+            """CREATE TABLE IF NOT EXISTS "Proposal Appendix" (
+                parent TEXT PRIMARY KEY,
+                filename TEXT,
+                data BLOB,
+                uploaded TEXT,
+                FOREIGN KEY (parent) REFERENCES "Proposal"(name)
+            )""",
+
             # --- Sales Order ---
             """CREATE TABLE IF NOT EXISTS "Sales Order" (
                 name TEXT PRIMARY KEY,
@@ -1274,6 +1325,8 @@ class Database:
                       "BIGSERIAL PRIMARY KEY", stmt, flags=re.IGNORECASE)
         stmt = re.sub(r"\bAUTOINCREMENT\b", "", stmt, flags=re.IGNORECASE)
         stmt = re.sub(r"\bREAL\b", "DOUBLE PRECISION", stmt, flags=re.IGNORECASE)
+        # SQLite's BLOB is Postgres' BYTEA (used for the Proposal appendix PDF).
+        stmt = re.sub(r"\bBLOB\b", "BYTEA", stmt, flags=re.IGNORECASE)
         return stmt
 
     # -----------------------------------------------------------------
@@ -1755,6 +1808,17 @@ def _m016_customer_contact_person(db: "Database") -> None:
     db._add_column_if_missing("Customer", "contact_phone", "TEXT")
 
 
+def _m017_proposal_cover_template(db: "Database") -> None:
+    """Add Company.proposal_cover_template — the default cover-letter text a new
+    Proposal (Sammelofferte) pre-fills, so account managers don't retype the
+    salutation/intro every time. May contain {placeholders} resolved at build.
+
+    The Proposal / Proposal Item / Proposal Appendix tables themselves are
+    created by _setup_schema (CREATE TABLE IF NOT EXISTS runs every startup);
+    only this column on the pre-existing Company table needs a migration."""
+    db._add_column_if_missing("Company", "proposal_cover_template", "TEXT")
+
+
 Database.MIGRATIONS = [
     (1, "chat_message_session_id", _m001_chat_message_session_id),
     (2, "chat_session_user_id", _m002_chat_session_user_id),
@@ -1772,6 +1836,7 @@ Database.MIGRATIONS = [
     (14, "company_iban", _m014_company_iban),
     (15, "document_discarded", _m015_document_discarded),
     (16, "customer_contact_person", _m016_customer_contact_person),
+    (17, "proposal_cover_template", _m017_proposal_cover_template),
 ]
 
 

lambda_erp-0.1.21/lambda_erp/selling/proposal.py

@@ -0,0 +1,49 @@
+"""
+Proposal (Sammelofferte).
+
+A print-only assembly of several *independent* Quotations into one branded,
+customer-facing PDF — the partner picks which existing offers to present (each a
+lettered position A, B, C…), writes a cover letter, optionally appends a static
+PDF (e.g. a price overview), and generates one cohesive document.
+
+Deliberately has NO financial behaviour:
+- no submit, no GL, no stock — it is never submitted;
+- it never mutates the Quotations it references; it only points at them so the
+  PDF can render their line items. The quotations stay fully independent and are
+  accepted/converted/billed on their own.
+
+Saving a Proposal exists only so the partner can reopen and duplicate it (so the
+cover letter and per-position copy aren't retyped), not to link the offers.
+"""
+
+from lambda_erp.model import Document
+from lambda_erp.database import get_db
+
+
+class Proposal(Document):
+    DOCTYPE = "Proposal"
+    PREFIX = "PROP"
+
+    # Each child row references one independent Quotation; the appendix PDF is
+    # stored out-of-band (Proposal Appendix table) so this CRUD never serialises
+    # bytes.
+    CHILD_TABLES = {
+        "quotations": ("Proposal Item", None),
+    }
+
+    LINK_FIELDS = {
+        "customer": "Customer",
+        "company": "Company",
+    }
+    CHILD_LINK_FIELDS = {
+        "quotations": {"quotation": "Quotation"},
+    }
+
+    def before_save(self) -> None:
+        # Denormalise the customer's display name so the list view has it without
+        # a join. The PDF still looks the name up live at render time.
+        if self.customer and not self.customer_name:
+            self.customer_name = (
+                get_db().get_value("Customer", self.customer, "customer_name")
+                or self.customer
+            )

{lambda_erp-0.1.20 → lambda_erp-0.1.21}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "lambda-erp"
-version = "0.1.20"
+version = "0.1.21"
 description = "Core ERP logic - accounting, sales, purchasing, inventory"
 readme = "README.md"
 license = "MIT"
@@ -20,6 +20,7 @@ dependencies = [
     "bcrypt>=5",
     "Jinja2>=3.1",
     "weasyprint>=62.0",
+    "pypdf>=4.0",
     "holidays>=0.40",
 ]