Merge branch 'spotlight-api' of github.com:fylein/fyle-qbd-api into h…

…ackathon-base

apps/spotlight/prompts/spotlight_prompt.py

@@ -88,8 +88,8 @@
                 "description": "Set grouping to expense, this grouping reflects how the expense entries are posted in QuickBooks Desktop."
             }},
             {{
-                "code": "set_reimbursable_expenses_export_grouping_expense_report",
-                "title": "Group reimbursable expenses export by expense report",
+                "code": "set_reimbursable_expenses_export_grouping_report",
+                "title": "Group reimbursable expenses export by report",
                 "description": "Set grouping to expense_report, this grouping reflects how the expense entries are posted in QuickBooks Desktop."
             }},
             {{

apps/spotlight/service.py

@@ -1,17 +1,22 @@
+from dataclasses import dataclass
 from typing import Callable, Dict
+from django.db import transaction
+import json
 
 import requests
 
 from apps.fyle.helpers import get_access_token
-from apps.workspaces.models import FyleCredential
+from apps.workspaces.models import ExportSettings, FyleCredential
 from .prompts.support_genie import PROMPT as SUPPORT_GENIE_PROMPT
 from .prompts.spotlight_prompt import PROMPT as SPOTLIGHT_PROMPT
 
 from . import llm
 
-code_action_map = {
-    "trigger_export": 'http://localhost:8000/api/workspaces/2/trigger_export/'
-}
+
+@dataclass
+class ActionResponse:
+    message: str = None
+    is_success: bool = None
 
 
 class HelpService:
@@ -59,7 +64,21 @@ class ActionService:
     @classmethod
     def _get_action_function_from_code(cls, *, code: str) -> Callable:
         code_to_function_map = {
-            "trigger_export": cls.trigger_export
+            "trigger_export": cls.trigger_export,
+            "set_reimbursable_expenses_export_module_bill": cls.set_reimbursable_expenses_export_module_bill,
+            "set_reimbursable_expenses_export_module_journal_entry": cls.set_reimbursable_expenses_export_module_journal_entry,
+            "set_reimbursable_expenses_export_grouping_expense": cls.set_reimbursable_expenses_export_grouping_expense,
+            "set_reimbursable_expenses_export_grouping_report": cls.set_reimbursable_expenses_export_grouping_report,
+            "set_reimbursable_expenses_export_state_processing": cls.set_reimbursable_expenses_export_state_processing,
+            "set_reimbursable_expenses_export_state_paid": cls.set_reimbursable_expenses_export_state_paid,
+            "set_customer_field_mapping_to_project": cls.set_customer_field_mapping_to_project,
+            "set_customer_field_mapping_to_cost_center": cls.set_customer_field_mapping_to_cost_center,
+            "set_class_field_mapping_to_project": cls.set_class_field_mapping_to_project,
+            "set_class_field_mapping_to_cost_center": cls.set_class_field_mapping_to_cost_center,
+            "set_corporate_credit_card_expenses_export_credit_card_purchase": cls.set_cc_export_to_corporate_card_purchase,
+            "set_corporate_credit_card_expenses_export_journal_entry": cls.set_cc_export_to_journal_entry,
+            "set_corporate_credit_card_expenses_export_grouping_report": cls.set_cc_grouping_to_report,
+            "set_corporate_credit_card_expenses_export_grouping_expense": cls.set_cc_grouping_to_expense,
         }
         return code_to_function_map[code]
 
@@ -75,6 +94,84 @@ def get_access_token(cls, *, workspace_id: int) -> str:
         creds = FyleCredential.objects.get(workspace_id=workspace_id)
         return get_access_token(creds.refresh_token)
 
+    @classmethod
+    def set_reimbursable_expenses_export_module_bill(cls, *, workspace_id: int):
+        with transaction.atomic():
+            export_settings = ExportSettings.objects.filter(
+                workspace_id=workspace_id
+            ).first()
+            if export_settings is None:
+                return ActionResponse(message="Failed to set reimbursable expense export type set to Bill", is_success=False)
+            else:
+                export_settings.reimbursable_expenses_export_type = 'BILL'
+                export_settings.save()
+                return ActionResponse(message="Reimbursable expense export type set to Bill", is_success=True)
+
+    @classmethod
+    def set_reimbursable_expenses_export_module_journal_entry(cls, *, workspace_id: int):
+        with transaction.atomic():
+            export_settings = ExportSettings.objects.filter(
+                workspace_id=workspace_id
+            ).first()
+            if export_settings is None:
+                return ActionResponse(message="Failed to set reimbursable expense export type set to Journal Entry", is_success=False)
+            else:
+                export_settings.reimbursable_expenses_export_type = 'JOURNAL_ENTRY'
+                export_settings.save()
+                return ActionResponse(message="Reimbursable expense export type set to Journal Entry", is_success=True)
+
+    @classmethod
+    def set_reimbursable_expenses_export_grouping_expense(cls, *, workspace_id: int):
+        with transaction.atomic():
+            export_settings = ExportSettings.objects.filter(
+                workspace_id=workspace_id
+            ).first()
+            if export_settings is None:
+                return ActionResponse(message="Failed to set reimbursable expense export grouping to Expenses", is_success=False)
+            else:
+                export_settings.reimbursable_expense_grouped_by = 'EXPENSE'
+                export_settings.save()
+                return ActionResponse(message="Reimbursable expense export group set to Expenses", is_success=True)
+
+    @classmethod
+    def set_reimbursable_expenses_export_grouping_report(cls, *, workspace_id: int):
+        with transaction.atomic():
+            export_settings = ExportSettings.objects.filter(
+                workspace_id=workspace_id
+            ).first()
+            if export_settings is None:
+                return ActionResponse(message="Failed to set reimbursable expense export grouping to Report", is_success=False)
+            else:
+                export_settings.reimbursable_expense_grouped_by = 'REPORT'
+                export_settings.save()
+                return ActionResponse(message="Reimbursable expense export group set to Report", is_success=True)
+
+    @classmethod
+    def set_reimbursable_expenses_export_state_processing(cls, *, workspace_id: int):
+        with transaction.atomic():
+            export_settings = ExportSettings.objects.filter(
+                workspace_id=workspace_id
+            ).first()
+            if export_settings is None:
+                return ActionResponse(message="Failed to set reimbursable expense export state to Processing", is_success=False)
+            else:
+                export_settings.reimbursable_expense_state = 'PAYMENT_PROCESSING'
+                export_settings.save()
+                return ActionResponse(message="Reimbursable expense export state set to Processing", is_success=True)
+
+    @classmethod
+    def set_reimbursable_expenses_export_state_paid(cls, *, workspace_id: int):
+        with transaction.atomic():
+            export_settings = ExportSettings.objects.filter(
+                workspace_id=workspace_id
+            ).first()
+            if export_settings is None:
+                return ActionResponse(message="Failed to set reimbursable expense export state to Paid", is_success=False)
+            else:
+                export_settings.reimbursable_expense_state = 'PAID'
+                export_settings.save()
+                return ActionResponse(message="Reimbursable expense export state set to Paid", is_success=True)
+
     @classmethod
     def trigger_export(cls, *, workspace_id: int):
         access_token = cls.get_access_token(workspace_id=workspace_id)
@@ -85,8 +182,140 @@ def trigger_export(cls, *, workspace_id: int):
         }
         url = f'http://localhost:8000/api/workspaces/{workspace_id}/trigger_export/'
         action_response = requests.post(url, json={}, headers=headers)
+        if action_response.status_code == 200:
+            return ActionResponse(message="Export triggered successfully", is_success=True)
+        return ActionResponse(message="Export triggered failed", is_success=False)
+
+
+    @classmethod
+    def set_cc_export_to_corporate_card_purchase(cls, *, workspace_id: int):
+        with transaction.atomic():
+            export_settings = ExportSettings.objects.filter(workspace_id=workspace_id).first()
+            if export_settings:
+                export_settings.credit_card_expense_export_type = 'CREDIT_CARD_PURCHASE'
+                export_settings.save()
+                return ActionResponse(message="Successfully set corporate card expense as Credit Card Purchase", is_success=True)
+
+            return ActionResponse(message="Export settings doesn't exists!", is_success=False)
+
+
+    @classmethod
+    def set_cc_export_to_journal_entry(cls, *, workspace_id: int):
+        with transaction.atomic():
+            export_settings = ExportSettings.objects.filter(workspace_id=workspace_id).first()
+            if export_settings:
+                export_settings.credit_card_expense_export_type = 'JOURNAL_ENTRY'
+                export_settings.save()
+                return ActionResponse(message="Successfully set corporate card expense as JOURNAL ENTRY", is_success=True)
+
+            return ActionResponse(message="Export settings doesn't exists!", is_success=False)
+
+    @classmethod
+    def set_cc_grouping_to_report(cls, *, workspace_id: int):
+        with transaction.atomic():
+            export_settings = ExportSettings.objects.filter(workspace_id=workspace_id).first()
+            if export_settings:
+                if export_settings.credit_card_expense_export_type == 'CREDIT_CARD_PURCHASE':
+                    return ActionResponse(message='For Corporate Credit Purchase Export type expenses cannot be grouped by report', is_success=False)
+                else:
+                    export_settings.credit_card_expense_grouped_by = 'REPORT'
+                    export_settings.save()
+                    return ActionResponse(message='Succesfully set corporate card group by to Report', is_success=True)
+
+            return ActionResponse(message="Export settings doesn't exists!", is_success=False)
+
+
+    @classmethod
+    def set_cc_grouping_to_expense(cls, *, workspace_id: int):
+        with transaction.atomic():
+            export_settings = ExportSettings.objects.filter(workspace_id=workspace_id).first()
+            if export_settings:
+                if export_settings.credit_card_expense_export_type == 'CREDIT_CARD_PURCHASE':
+                    return ActionResponse(message='Already set to expense', is_success=True)
+                else:
+                    export_settings.credit_card_expense_grouped_by = 'EXPENSE'
+                    export_settings.save()
+                    return ActionResponse(message='Succesfully set corporate card group by to EXPENSE', is_success=True)
+
+            return ActionResponse(message="Export settings doesn't exists!", is_success=False)
+
+
+    @classmethod
+    def set_customer_field_mapping_to_project(cls, *, workspace_id: int):
+        access_token = cls.get_access_token(workspace_id=workspace_id)
+        headers = cls.get_headers(access_token=access_token)
+        headers = {
+            "Authorization": f"Bearer {access_token}",
+            "Content-Type": "application/json"
+        }
+        url = f'http://localhost:8000/api/workspaces/{workspace_id}/field_mappings/'
+        headers = {
+            "Authorization": f"Bearer {access_token}",
+            "Content-Type": "application/json"
+        }
+        action_response = requests.get(url, headers=headers)
+        action_response= action_response.json()
+        if action_response.get('project_type') != 'PROJECT' and action_response.get('class_type') != 'COST_CENTER':
+            action_response['project_type'] = 'PROJECT'
+            post_response = requests.post(url, headers=headers, data=json.dumps(action_response))
+            return ActionResponse(message="Field mapping updated successfully", is_success=True)
+        return ActionResponse(message="Field mapping already exists", is_success=False)
+
+    @classmethod
+    def set_customer_field_mapping_to_cost_center(cls, *, workspace_id: int):
+        access_token = cls.get_access_token(workspace_id=workspace_id)
+        headers = cls.get_headers(access_token=access_token)
+        headers = {
+            "Authorization": f"Bearer {access_token}",
+            "Content-Type": "application/json"
+        }
+        url = f'http://localhost:8000/api/workspaces/{workspace_id}/field_mappings/'
+
+        action_response = requests.get(url, headers=headers)
+        action_response= action_response.json()
+        if action_response.get('project_type') != 'COST_CENTER' and action_response.get('class_type') != 'PROJECT':
+            action_response['project_type'] = 'COST_CENTER'
+            post_response = requests.post(url, headers=headers, data=json.dumps(action_response))
+            return ActionResponse(message="Field mapping updated successfully", is_success=True)
+        return ActionResponse(message="Field mapping already exists", is_success=False)
+
+    @classmethod
+    def set_class_field_mapping_to_project(cls, *, workspace_id: int):
+        access_token = cls.get_access_token(workspace_id=workspace_id)
+        headers = cls.get_headers(access_token=access_token)
+        headers = {
+            "Authorization": f"Bearer {access_token}",
+            "Content-Type": "application/json"
+        }
+        url = f'http://localhost:8000/api/workspaces/{workspace_id}/field_mappings/'
+
+        action_response = requests.get(url, headers=headers)
+        action_response= action_response.json()
+        if action_response.get('project_type') != 'PROJECT' and action_response.get('class_type') != 'COST_CENTER':
+            action_response['class_type'] = 'PROJECT'
+            post_response = requests.post(url, headers=headers, data=json.dumps(action_response))
+            return ActionResponse(message="Field mapping updated successfully", is_success=True)
+        return ActionResponse(message="Field mapping already exists", is_success=False)
+
+    @classmethod
+    def set_class_field_mapping_to_cost_center(cls, *, workspace_id: int):
+        access_token = cls.get_access_token(workspace_id=workspace_id)
+        headers = cls.get_headers(access_token=access_token)
+        headers = {
+            "Authorization": f"Bearer {access_token}",
+            "Content-Type": "application/json"
+        }
+        url = f'http://localhost:8000/api/workspaces/{workspace_id}/field_mappings/'
+
+        action_response = requests.get(url, headers=headers)
+        action_response= action_response.json()
+        if action_response.get('project_type') != 'COST_CENTER' and action_response.get('class_type') != 'PROJECT':
+            action_response['class_type'] = 'COST_CENTER'
+            post_response = requests.post(url, headers=headers, data=json.dumps(action_response))
+            return ActionResponse(message="Field mapping updated successfully", is_success=True)
+        return ActionResponse(message="Field mapping already exists", is_success=False)
 
     @classmethod
     def action(cls, *, code: str, workspace_id: str):
         action_function = cls._get_action_function_from_code(code=code)
-        action_function(workspace_id=workspace_id)
+        return action_function(workspace_id=workspace_id)

apps/spotlight/views.py

@@ -93,8 +93,11 @@ def post(self, request, *args, **kwargs):
         code = payload["code"]
 
         try:
-            ActionService.action(code=code, workspace_id=workspace_id)
-            return JsonResponse(data={"message": "Action triggered successfully"}, status=200)
+            action_response = ActionService.action(code=code, workspace_id=workspace_id)
+            if action_response.is_success is True:
+                return JsonResponse(data={"message": action_response.message}, status=200)
+            else:
+                return JsonResponse(data={"message": action_response.message}, status=500)
         except Exception as e:
             print(e)
             return JsonResponse(data={"message": "Action failed"}, status=500)