lambda-erp 0.6.2__tar.gz → 0.6.4__tar.gz

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (83) hide show
  1. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/PKG-INFO +1 -1
  2. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/chat.py +10 -0
  3. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/main.py +21 -0
  4. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/routers/documents.py +45 -0
  5. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/services.py +109 -3
  6. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/frontend/src/api/client.ts +6 -0
  7. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/pyproject.toml +1 -1
  8. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/.gitignore +0 -0
  9. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/LICENSE +0 -0
  10. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/README.md +0 -0
  11. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/__init__.py +0 -0
  12. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/attachments.py +0 -0
  13. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/auth.py +0 -0
  14. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/bootstrap.py +0 -0
  15. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/demo_limits.py +0 -0
  16. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/deps.py +0 -0
  17. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/errors.py +0 -0
  18. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/oauth.py +0 -0
  19. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/pdf.py +0 -0
  20. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/providers.py +0 -0
  21. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/remarks_md.py +0 -0
  22. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/routers/__init__.py +0 -0
  23. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/routers/accounting.py +0 -0
  24. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/routers/admin.py +0 -0
  25. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/routers/analytics.py +0 -0
  26. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/routers/bank_reconciliation.py +0 -0
  27. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/routers/chat_api.py +0 -0
  28. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/routers/masters.py +0 -0
  29. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/routers/proposals.py +0 -0
  30. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/routers/reports.py +0 -0
  31. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/routers/setup.py +0 -0
  32. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/templates/document.html +0 -0
  33. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/api/templates/proposal.html +0 -0
  34. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/docs/agents/README.md +0 -0
  35. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/frontend/LICENSE +0 -0
  36. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/frontend/README.md +0 -0
  37. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/__init__.py +0 -0
  38. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/__init__.py +0 -0
  39. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/bank_transaction.py +0 -0
  40. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/budget.py +0 -0
  41. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/chart_of_accounts.py +0 -0
  42. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/general_ledger.py +0 -0
  43. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/journal_entry.py +0 -0
  44. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/payment_entry.py +0 -0
  45. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/pos_invoice.py +0 -0
  46. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/purchase_invoice.py +0 -0
  47. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/revaluation.py +0 -0
  48. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/sales_invoice.py +0 -0
  49. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/setup/__init__.py +0 -0
  50. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/setup/engine.py +0 -0
  51. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/setup/pack.py +0 -0
  52. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/setup/packs/__init__.py +0 -0
  53. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/setup/packs/ch.py +0 -0
  54. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/setup/packs/de_common.py +0 -0
  55. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/setup/packs/de_skr03.py +0 -0
  56. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/setup/packs/de_skr04.py +0 -0
  57. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/setup/packs/generic.py +0 -0
  58. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/setup/profiles.py +0 -0
  59. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/setup/spine.py +0 -0
  60. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/accounting/subscription.py +0 -0
  61. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/buying/__init__.py +0 -0
  62. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/buying/purchase_order.py +0 -0
  63. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/controllers/__init__.py +0 -0
  64. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/controllers/currency.py +0 -0
  65. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/controllers/defaults.py +0 -0
  66. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/controllers/pricing_rule.py +0 -0
  67. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/controllers/taxes_and_totals.py +0 -0
  68. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/database.py +0 -0
  69. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/exceptions.py +0 -0
  70. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/hooks.py +0 -0
  71. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/model.py +0 -0
  72. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/selling/__init__.py +0 -0
  73. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/selling/proposal.py +0 -0
  74. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/selling/quotation.py +0 -0
  75. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/selling/sales_order.py +0 -0
  76. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/simulation.py +0 -0
  77. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/stock/__init__.py +0 -0
  78. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/stock/delivery_note.py +0 -0
  79. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/stock/purchase_receipt.py +0 -0
  80. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/stock/stock_entry.py +0 -0
  81. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/stock/stock_ledger.py +0 -0
  82. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/lambda_erp/utils.py +0 -0
  83. {lambda_erp-0.6.2 → lambda_erp-0.6.4}/terraform/README.md +0 -0
@@ -1,6 +1,6 @@
1
1
  Metadata-Version: 2.4
2
2
  Name: lambda-erp
3
- Version: 0.6.2
3
+ Version: 0.6.4
4
4
  Summary: Core ERP logic - accounting, sales, purchasing, inventory
5
5
  Author: TORUS INVESTMENTS AG
6
6
  License-Expression: Apache-2.0
@@ -1198,6 +1198,16 @@ def _chat_doctype_section() -> str:
1198
1198
  if links:
1199
1199
  link_str = ", ".join(f"`{f}` → the {t}'s name" for f, t in links.items())
1200
1200
  line += f" Links: {link_str}."
1201
+ # How to open a record of this type (so links resolve).
1202
+ page = services.chat_doctype_page_info(slug)
1203
+ if page and page["kind"] == "self":
1204
+ line += f" Open a record at `/app/{slug}/<name>`."
1205
+ elif page and page["kind"] == "via":
1206
+ line += (f" It has NO page of its own — open it via its parent: "
1207
+ f"`/app/{page['parent_slug']}/<{page['link_field']}>`; "
1208
+ f"never link `/app/{slug}/…`.")
1209
+ elif page and page["kind"] == "none":
1210
+ line += " It has no page — do not emit a link for it."
1201
1211
  lines.append(line)
1202
1212
  return (
1203
1213
  "\n\n## Custom record types (deployment-specific)\n"
@@ -121,6 +121,27 @@ def health():
121
121
  return {"status": "ok", "version": get_app_version()}
122
122
 
123
123
 
124
+ @app.get("/api/chat-doctypes")
125
+ def chat_doctypes():
126
+ """Public metadata for doctypes registered via register_chat_doctype: their
127
+ description and, for the frontend, how each is opened (`page`). The frontend
128
+ uses the `page` of kind "via" to auto-register a redirect from the doctype's
129
+ (chat-generated) `/app/{slug}/{name}` link to its parent's page. Not
130
+ sensitive — it's the same info the chat system prompt carries."""
131
+ from api import services
132
+ out = []
133
+ for slug, meta in services.CHAT_DOCTYPES.items():
134
+ if slug not in services.SLUG_TO_DOCTYPE:
135
+ continue
136
+ out.append({
137
+ "slug": slug,
138
+ "description": meta.get("description"),
139
+ "fields": meta.get("fields", []),
140
+ "page": services.chat_doctype_page_info(slug),
141
+ })
142
+ return {"doctypes": out}
143
+
144
+
124
145
  @app.websocket("/ws/chat")
125
146
  async def ws_chat(websocket: WebSocket):
126
147
  # Authenticate via cookie, fall back to public_manager for demo mode
@@ -13,6 +13,7 @@ from api.services import (
13
13
  list_documents,
14
14
  count_documents,
15
15
  document_columns,
16
+ adjacent_documents,
16
17
  )
17
18
  from api.pdf import generate_pdf
18
19
  from api.auth import require_role
@@ -80,6 +81,50 @@ def list_docs(
80
81
  return {"rows": rows, "total": total, "limit": limit, "offset": offset}
81
82
 
82
83
 
84
+ @router.get("/{doctype_slug}/{name}/adjacent")
85
+ def adjacent_doc(
86
+ doctype_slug: str,
87
+ name: str,
88
+ request: Request,
89
+ status: str | None = None,
90
+ party: str | None = None,
91
+ from_date: str | None = None,
92
+ to_date: str | None = None,
93
+ docstatus: int | None = None,
94
+ include_discarded: bool = False,
95
+ order_by: str | None = None,
96
+ order: str = "desc",
97
+ _user: dict = _viewer,
98
+ ):
99
+ """Prev/next record around `name` in the same order+filters the list uses.
100
+ Returns {"prev": name|None, "next": name|None}. Filters mirror the list
101
+ endpoint so navigation stays within the list the user came from."""
102
+ filters = {}
103
+ if status:
104
+ filters["status"] = status
105
+ if docstatus is not None:
106
+ filters["docstatus"] = docstatus
107
+ if party:
108
+ filters["customer"] = party
109
+ if from_date:
110
+ filters["from_date"] = from_date
111
+ if to_date:
112
+ filters["to_date"] = to_date
113
+ columns = document_columns(doctype_slug)
114
+ for key, value in request.query_params.items():
115
+ if key in _LIST_RESERVED:
116
+ continue
117
+ if key not in columns:
118
+ raise HTTPException(status_code=400, detail=f"Unknown filter field: {key}")
119
+ filters[key] = value
120
+ if order_by is not None and order_by not in columns:
121
+ raise HTTPException(status_code=400, detail=f"Unknown order_by field: {order_by}")
122
+ if order.lower() not in ("asc", "desc"):
123
+ raise HTTPException(status_code=400, detail="order must be 'asc' or 'desc'")
124
+ return adjacent_documents(doctype_slug, name, filters=filters,
125
+ include_discarded=include_discarded, order_by=order_by, order=order)
126
+
127
+
83
128
  @router.get("/{doctype_slug}/search")
84
129
  def search_docs(doctype_slug: str, q: str = "", limit: int = Query(default=10, le=50), _user: dict = _viewer):
85
130
  docs = list_documents(doctype_slug, limit=limit)
@@ -225,12 +225,48 @@ def register_master(slug: str, table: str, name_field: str, *,
225
225
  CHAT_DOCTYPES: dict = {}
226
226
 
227
227
 
228
- def register_chat_doctype(slug: str, *, description: str, fields: list | None = None) -> None:
228
+ def register_chat_doctype(slug: str, *, description: str, fields: list | None = None,
229
+ page: str | None = "self") -> None:
229
230
  """Give the AI chat a description (and optional key-field hints) for a doctype
230
231
  already registered via `register_doctype`, so build_system_prompt can tell the
231
232
  model what it is and how it links (LINK_FIELDS are surfaced automatically).
232
- No new tools — the document tools already cover every registered doctype."""
233
- CHAT_DOCTYPES[slug] = {"description": description, "fields": fields or []}
233
+ No new tools — the document tools already cover every registered doctype.
234
+
235
+ `page` tells the chat how a record of this doctype is *opened*, so it emits
236
+ correct view links (and the frontend can auto-register redirects):
237
+ "self" (default) — its own page at `/app/{slug}/{name}`;
238
+ "<link_field>" — no page of its own; it's shown inside the parent that
239
+ `link_field` (a LINK_FIELD) references, so it opens at
240
+ `/app/{parent-slug}/{value of link_field}` (e.g. a
241
+ contact opens via its lead: page="lead_id");
242
+ None — no page and no view link at all.
243
+ """
244
+ CHAT_DOCTYPES[slug] = {"description": description, "fields": fields or [], "page": page}
245
+
246
+
247
+ def chat_doctype_page_info(slug: str) -> dict | None:
248
+ """Resolve a chat-doctype's `page` config into a link rule, for the system
249
+ prompt and the /api/chat-doctypes read. Returns one of:
250
+ {"kind": "self", "slug": slug}
251
+ {"kind": "via", "link_field": f, "parent_slug": p} # opens via a parent
252
+ {"kind": "none"}
253
+ or None if the slug isn't a registered chat-doctype."""
254
+ meta = CHAT_DOCTYPES.get(slug)
255
+ if not meta:
256
+ return None
257
+ page = meta.get("page", "self")
258
+ if page == "self":
259
+ return {"kind": "self", "slug": slug}
260
+ if page is None:
261
+ return {"kind": "none"}
262
+ # page names a LINK_FIELD -> resolve the parent doctype -> its slug.
263
+ doctype = SLUG_TO_DOCTYPE.get(slug)
264
+ cls = DOCUMENT_CLASSES.get(doctype) if doctype else None
265
+ links = getattr(cls, "LINK_FIELDS", None) or {}
266
+ parent_slug = DOCTYPE_TO_SLUG.get(links.get(page)) if links.get(page) else None
267
+ if not parent_slug:
268
+ return {"kind": "self", "slug": slug} # misconfigured -> safe fallback
269
+ return {"kind": "via", "link_field": page, "parent_slug": parent_slug}
234
270
 
235
271
 
236
272
  def get_document_class(doctype_slug: str):
@@ -483,6 +519,76 @@ def count_documents(doctype_slug: str, filters: dict = None, include_discarded:
483
519
  return int(rows[0]["c"]) if rows else 0
484
520
 
485
521
 
522
+ def _filter_where(db, doctype: str, filters: dict, include_discarded: bool):
523
+ """Build (where_parts, params) for a doctype from a list-style `filters` dict
524
+ (equality filters + from_date/to_date on the doctype's date field + discard
525
+ exclusion). Same semantics as list_documents/count_documents so prev/next
526
+ matches exactly what the list shows."""
527
+ db_filters, from_date, to_date = {}, None, None
528
+ for key, value in (filters or {}).items():
529
+ if value is None or value == "":
530
+ continue
531
+ if key == "from_date":
532
+ from_date = value
533
+ elif key == "to_date":
534
+ to_date = value
535
+ else:
536
+ db_filters[key] = value
537
+ _exclude_discarded(db, doctype, db_filters, include_discarded)
538
+
539
+ date_field = DATE_FIELDS.get(doctype)
540
+ where_parts, params = [], []
541
+ if date_field and from_date:
542
+ where_parts.append(f'"{date_field}" >= ?'); params.append(from_date)
543
+ if date_field and to_date:
544
+ where_parts.append(f'"{date_field}" <= ?'); params.append(to_date)
545
+ for k, v in db_filters.items():
546
+ if isinstance(v, (list, tuple)) and len(v) == 2:
547
+ op, val = v
548
+ where_parts.append(f'"{k}" {op} ?'); params.append(val)
549
+ else:
550
+ where_parts.append(f'"{k}" = ?'); params.append(v)
551
+ return where_parts, params
552
+
553
+
554
+ def adjacent_documents(doctype_slug: str, name: str, filters: dict = None,
555
+ include_discarded: bool = False, order_by: str = None,
556
+ order: str = "desc") -> dict:
557
+ """The records immediately before/after `name` in the same order+filters the
558
+ list uses — {"prev": name|None, "next": name|None}. `prev` is one step *up*
559
+ the list (toward the top), `next` one step *down*. Keyset queries (indexed,
560
+ not a full scan). Order defaults to creation DESC (the list default), with
561
+ `name` as a stable tie-break so rows sharing an order value still step 1:1."""
562
+ doctype = SLUG_TO_DOCTYPE.get(doctype_slug)
563
+ if not doctype:
564
+ raise ValueError(f"Unknown document type: {doctype_slug}")
565
+ db = get_db()
566
+ cols = db._get_table_columns(doctype)
567
+ oc = order_by if (order_by and order_by in cols) else "creation"
568
+ desc = str(order).lower() != "asc"
569
+
570
+ cur = db.sql(f'SELECT "{oc}" AS oc FROM "{doctype}" WHERE name = ?', [name])
571
+ if not cur:
572
+ return {"prev": None, "next": None}
573
+ cur_oc = cur[0]["oc"]
574
+
575
+ base_where, base_params = _filter_where(db, doctype, filters or {}, include_discarded)
576
+
577
+ def neighbor(direction):
578
+ # DESC list: next = tuple < current, prev = tuple > current (ASC flips).
579
+ going_less = (direction == "next") == desc
580
+ cmp = "<" if going_less else ">"
581
+ dir_sql = "DESC" if going_less else "ASC"
582
+ keyset = f'(("{oc}" {cmp} ?) OR ("{oc}" = ? AND name {cmp} ?))'
583
+ query = (f'SELECT name FROM "{doctype}" WHERE '
584
+ + " AND ".join(base_where + [keyset])
585
+ + f' ORDER BY "{oc}" {dir_sql}, name {dir_sql} LIMIT 1')
586
+ rows = db.sql(query, base_params + [cur_oc, cur_oc, name])
587
+ return rows[0]["name"] if rows else None
588
+
589
+ return {"prev": neighbor("prev"), "next": neighbor("next")}
590
+
591
+
486
592
  def _list_with_offset(db, doctype, doctype_slug, db_filters, limit, offset, order_clause="creation DESC"):
487
593
  where_parts = []
488
594
  params = []
@@ -123,6 +123,12 @@ export const api = {
123
123
  getDocument: (doctype: string, name: string) =>
124
124
  request<any>(`/documents/${doctype}/${encodeURIComponent(name)}`),
125
125
 
126
+ // Prev/next record around `name` in the same order+filters the list uses.
127
+ adjacentDocument: (doctype: string, name: string, params?: Record<string, string | number | undefined>) =>
128
+ request<{ prev: string | null; next: string | null }>(
129
+ `/documents/${doctype}/${encodeURIComponent(name)}/adjacent${qs(params)}`,
130
+ ),
131
+
126
132
  createDocument: (doctype: string, data: any) =>
127
133
  request<any>(`/documents/${doctype}`, { method: "POST", body: JSON.stringify(data) }),
128
134
 
@@ -1,6 +1,6 @@
1
1
  [project]
2
2
  name = "lambda-erp"
3
- version = "0.6.2"
3
+ version = "0.6.4"
4
4
  description = "Core ERP logic - accounting, sales, purchasing, inventory"
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  readme = "README.md"
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  license = "Apache-2.0"
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