Add asset records, claims, and credit workflows

src/ccma/ui/claim_tab.py

@@ -14,6 +14,7 @@ from ccma.domain.contributions import (
     claim_items,
     claim_status,
     claim_total,
+    credit_allocated_total,
     decimal_value,
     money_text,
     payment_allocated_total,
@@ -125,6 +126,8 @@ class ClaimTab(ttk.Frame):
         self.ledger.tag_configure("position", background="#234d70", foreground="#ffffff")
         self.ledger.tag_configure("payment-group", background="#237a3b", foreground="#ffffff")
         self.ledger.tag_configure("payment", background="#285b3b", foreground="#ffffff")
+        self.ledger.tag_configure("credit-group", background="#8b3d88", foreground="#ffffff")
+        self.ledger.tag_configure("credit", background="#5e2f5b", foreground="#ffffff")
         self.ledger.tag_configure("reminder-group", background="#b85f00", foreground="#ffffff")
         self.ledger.tag_configure("reminder", background="#70451f", foreground="#ffffff")
         self.ledger.bind("<<TreeviewSelect>>", lambda _event: self._update_reminder_buttons())
@@ -137,6 +140,10 @@ class ClaimTab(ttk.Frame):
             side="left", padx=(0, 8)
         )
         ttk.Button(buttons, text="Zahlung erfassen", command=self._record_payment).pack(side="left")
+        ttk.Button(buttons, text="Vorhandene Gutschrift zuordnen", command=self._allocate_credit).pack(
+            side="left", padx=(8, 8)
+        )
+        ttk.Button(buttons, text="Gutschrift erfassen", command=self._record_credit).pack(side="left")
         ttk.Separator(buttons, orient="vertical").pack(side="left", fill="y", padx=10)
         self.discard_reminder_button = ttk.Button(
             buttons, text="Entwurf verwerfen", command=self._discard_reminder, state="disabled"
@@ -227,6 +234,8 @@ class ClaimTab(ttk.Frame):
         )
         for allocation in allocations:
             payment = payment_by_id.get(str(allocation.get("payment_id", "")), {})
+            if not payment:
+                continue
             payment_total = str(payment.get("amount", ""))
             gnucash_id = str(payment.get("gnucash_transaction_id", ""))
             self.ledger.insert(
@@ -246,6 +255,43 @@ class ClaimTab(ttk.Frame):
                 tags=("payment",),
             )
 
+        credits_by_id = {str(item.get("credit_id")): item for item in self.data.credits}
+        credit_allocations = [
+            allocation
+            for allocation in self.data.allocations
+            if str(allocation.get("claim_id", "")) == self.claim_id and str(allocation.get("credit_id", ""))
+        ]
+        credit_group = self.ledger.insert(
+            "",
+            "end",
+            iid="group:credits",
+            text=f"Gutschriften ({len(credit_allocations)})",
+            values=("", "", "", "", f"{money_text(sum((decimal_value(item.get('amount', '0')) for item in credit_allocations), Decimal('0')))} EUR", "", ""),
+            tags=("credit-group",),
+            open=True,
+        )
+        for allocation in credit_allocations:
+            credit = credits_by_id.get(str(allocation.get("credit_id", "")), {})
+            if not credit:
+                continue
+            credit_total = str(credit.get("amount", ""))
+            self.ledger.insert(
+                credit_group,
+                "end",
+                iid=f"credit-allocation:{allocation.get('allocation_id', '')}",
+                text="Gutschrift",
+                values=(
+                    format_date_for_display(str(credit.get("date", ""))),
+                    credit.get("reference", ""),
+                    "",
+                    "",
+                    f"{allocation.get('amount', '')} EUR",
+                    f"Gutschrift gesamt: {credit_total} EUR",
+                    "",
+                ),
+                tags=("credit",),
+            )
+
         reminders = [
             reminder
             for reminder in self.data.reminders
@@ -309,6 +355,26 @@ class ClaimTab(ttk.Frame):
             self._changed,
         )
 
+    def _record_credit(self) -> None:
+        CreditDialog(
+            self,
+            self.repository,
+            self.member_id,
+            self.claim_id,
+            claim_balance(self.data, self.claim),
+            self._changed,
+        )
+
+    def _allocate_credit(self) -> None:
+        AllocateCreditDialog(
+            self,
+            self.repository,
+            self.member_id,
+            self.claim_id,
+            claim_balance(self.data, self.claim),
+            self._changed,
+        )
+
     def _add_reminder(self) -> None:
         ReminderDialog(self, self.repository, self.member_id, self.claim_id, self._changed)
 
@@ -508,6 +574,45 @@ class PaymentDialog(_Dialog):
         self.on_saved()
 
 
+class CreditDialog(_Dialog):
+    def __init__(self, master, repository, member_id, claim_id, balance: Decimal, on_saved):
+        super().__init__(master, "Gutschrift erfassen", on_saved)
+        self.repository, self.member_id, self.claim_id = repository, member_id, claim_id
+        initial = money_text(max(-balance, Decimal("0")))
+        self.variables = {
+            "date": tk.StringVar(value=format_date_for_display(date.today().isoformat())),
+            "amount": tk.StringVar(value=initial),
+            "allocation": tk.StringVar(value=initial),
+            "reference": tk.StringVar(),
+        }
+        fields = (
+            (f"Gutschriftsdatum ({date_input_hint()})", "date"),
+            ("Gutschriftsbetrag", "amount"),
+            ("Dieser Gutschrift zuordnen", "allocation"),
+            ("Referenz", "reference"),
+        )
+        for row, (label, key) in enumerate(fields):
+            ttk.Label(self.frame, text=label).grid(row=row, column=0, sticky="w", pady=5, padx=(0, 12))
+            ttk.Entry(self.frame, textvariable=self.variables[key], width=38).grid(row=row, column=1, pady=5)
+        self._buttons(len(fields), self._save)
+
+    def _save(self):
+        try:
+            self.repository.record_credit(
+                self.member_id,
+                self.claim_id,
+                credit_date=self.variables["date"].get(),
+                amount=self.variables["amount"].get(),
+                allocation_amount=self.variables["allocation"].get(),
+                reference=self.variables["reference"].get(),
+            )
+        except RepositoryError as exc:
+            messagebox.showerror("Gutschrift konnte nicht gespeichert werden", str(exc), parent=self)
+            return
+        self.destroy()
+        self.on_saved()
+
+
 class AllocatePaymentDialog(_Dialog):
     def __init__(self, master, repository, member_id, claim_id, balance: Decimal, on_saved):
         super().__init__(master, "Vorhandene Zahlung zuordnen", on_saved)
@@ -560,6 +665,58 @@ class AllocatePaymentDialog(_Dialog):
         self.on_saved()
 
 
+class AllocateCreditDialog(_Dialog):
+    def __init__(self, master, repository, member_id, claim_id, balance: Decimal, on_saved):
+        super().__init__(master, "Vorhandene Gutschrift zuordnen", on_saved)
+        self.repository, self.member_id, self.claim_id = repository, member_id, claim_id
+        data = repository.get_contributions(member_id)
+        self.credit_by_label = {}
+        for credit in data.credits:
+            credit_id = str(credit.get("credit_id", ""))
+            available = decimal_value(credit.get("amount", "0")) - credit_allocated_total(data, credit_id)
+            if available <= 0:
+                continue
+            label = (
+                f"{credit.get('date', '')} · {money_text(available)} EUR frei · "
+                f"{credit.get('reference', '')}"
+            )
+            self.credit_by_label[label] = (credit_id, available)
+        self.credit_var = tk.StringVar()
+        self.amount_var = tk.StringVar(value=money_text(max(-balance, Decimal("0"))))
+        ttk.Label(self.frame, text="Gutschrift").grid(row=0, column=0, sticky="w", pady=5, padx=(0, 12))
+        combo = ttk.Combobox(
+            self.frame,
+            textvariable=self.credit_var,
+            values=list(self.credit_by_label),
+            state="readonly",
+            width=60,
+        )
+        combo.grid(row=0, column=1, pady=5)
+        ttk.Label(self.frame, text="Betrag").grid(row=1, column=0, sticky="w", pady=5, padx=(0, 12))
+        ttk.Entry(self.frame, textvariable=self.amount_var).grid(row=1, column=1, sticky="ew", pady=5)
+        combo.bind("<<ComboboxSelected>>", lambda _event: self._select(balance))
+        self._buttons(2, self._save)
+
+    def _select(self, balance):
+        _credit_id, available = self.credit_by_label[self.credit_var.get()]
+        self.amount_var.set(money_text(min(available, max(-balance, Decimal("0")))))
+
+    def _save(self):
+        selected = self.credit_by_label.get(self.credit_var.get())
+        if not selected:
+            messagebox.showerror("Gutschrift auswählen", "Bitte eine Gutschrift auswählen.", parent=self)
+            return
+        try:
+            self.repository.allocate_credit(
+                self.member_id, self.claim_id, credit_id=selected[0], amount=self.amount_var.get()
+            )
+        except RepositoryError as exc:
+            messagebox.showerror("Zuordnung fehlgeschlagen", str(exc), parent=self)
+            return
+        self.destroy()
+        self.on_saved()
+
+
 class ReminderDialog(_Dialog):
     def __init__(self, master, repository, member_id, claim_id, on_saved):
         super().__init__(master, "Mahnung vorbereiten", on_saved)