add support for export of expenses from fyle to sage300 (#110)

apps/accounting_exports/models.py

@@ -126,6 +126,9 @@ def create_accounting_export(expense_objects: List[Expense], fund_source: str, w
             if date_field:
                 date_field = date_field.lower()
 
+            if date_field:
+                date_field = date_field.lower()
+
             # Calculate and assign 'last_spent_at' based on the chosen date field
             if date_field == 'last_spent_at':
                 latest_expense = Expense.objects.filter(id__in=accounting_export['expense_ids']).order_by('-spent_at').first()

apps/fyle/urls.py

@@ -25,13 +25,13 @@
     FyleFieldsView,
     DependentFieldSettingView,
     ExportableAccountingExportView,
-    AccoutingExportSyncView
+    AccountingExportSyncView
 )
 
 
 accounting_exports_path = [
     path('exportable_accounting_exports/', ExportableAccountingExportView.as_view(), name='exportable-accounting-exports'),
-    path('accounting_exports/sync/', AccoutingExportSyncView.as_view(), name='sync-accounting-exports'),
+    path('accounting_exports/sync/', AccountingExportSyncView.as_view(), name='sync-accounting-exports'),
 ]
 
 other_paths = [

apps/fyle/views.py

@@ -91,7 +91,7 @@ def get(self, request, *args, **kwargs):
         )
 
 
-class AccoutingExportSyncView(generics.CreateAPIView):
+class AccountingExportSyncView(generics.CreateAPIView):
     """
     Create expense groups
     """

apps/workspaces/tasks.py

@@ -114,3 +114,58 @@ def schedule_sync(workspace_id: int, schedule_enabled: bool, hours: int, email_a
         schedule.delete()
 
     return advance_settings
+
+
+def export_to_sage300(workspace_id: int):
+    """
+    Function to export expenses to Sage 300
+    """
+    # Retrieve export settings for the given workspace
+    export_settings = ExportSetting.objects.get(workspace_id=workspace_id)
+
+    # Update or create an AccountingExportSummary for the workspace
+    accounting_summary, _ = AccountingExportSummary.objects.update_or_create(workspace_id=workspace_id)
+
+    # Set the timestamp for the last export
+    last_exported_at = datetime.now()
+
+    # Flag to track if expenses are exported
+    is_expenses_exported = False
+
+    # Dictionary mapping export types to their corresponding export classes
+    export_map = {
+        'PURCHASE_INVOICE': ExportPurchaseInvoice(),
+        'DIRECT_COST': ExportDirectCost()
+    }
+
+    # Check and export reimbursable expenses if configured
+    if export_settings.reimbursable_expenses_export_type:
+        # Get IDs of unreexported accounting exports for personal fund source
+        accounting_export_ids = AccountingExport.objects.filter(
+            fund_source='PERSONAL', exported_at__isnull=True).values_list('id', flat=True)
+
+        if len(accounting_export_ids):
+            # Set the flag indicating expenses are exported
+            is_expenses_exported = True
+            # Get the appropriate export class and trigger the export
+            export = export_map[export_settings.reimbursable_expenses_export_type]
+            export.trigger_export(workspace_id=workspace_id, accounting_export_ids=accounting_export_ids)
+
+    # Check and export credit card expenses if configured
+    if export_settings.credit_card_expense_export_type:
+        # Get IDs of unreexported accounting exports for credit card fund source
+        accounting_export_ids = AccountingExport.objects.filter(
+            fund_source='CCC', exported_at__isnull=True).values_list('id', flat=True)
+
+        if len(accounting_export_ids):
+            # Set the flag indicating expenses are exported
+            is_expenses_exported = True
+            # Get the appropriate export class and trigger the export
+            export = export_map[export_settings.credit_card_expense_export_type]
+            export.trigger_export(workspace_id=workspace_id, accounting_export_ids=accounting_export_ids)
+
+    # Update the accounting summary if expenses are exported
+    if is_expenses_exported:
+        accounting_summary.last_exported_at = last_exported_at
+        accounting_summary.export_mode = 'MANUAL'
+        accounting_summary.save()

apps/workspaces/urls.py

@@ -21,14 +21,16 @@
     ImportSettingView,
     ExportSettingView,
     AdvancedSettingView,
-    WorkspaceAdminsView
+    WorkspaceAdminsView,
+    TriggerExportsView
 )
 
 
 workspace_app_paths = [
     path('', WorkspaceView.as_view(), name='workspaces'),
     path('ready/', ReadyView.as_view(), name='ready'),
     path('<int:workspace_id>/credentials/sage300/', Sage300CredsView.as_view(), name='sage300-creds'),
+    path('<int:workspace_id>/exports/trigger/', TriggerExportsView.as_view(), name='trigger-exports'),
     path('<int:workspace_id>/export_settings/', ExportSettingView.as_view(), name='export-settings'),
     path('<int:workspace_id>/import_settings/', ImportSettingView.as_view(), name='import-settings'),
     path('<int:workspace_id>/advanced_settings/', AdvancedSettingView.as_view(), name='advanced-settings'),

apps/workspaces/views.py

@@ -1,13 +1,13 @@
 import logging
 from django.contrib.auth import get_user_model
-
 from rest_framework import generics
 from rest_framework.views import Response, status
 
 from fyle_rest_auth.utils import AuthUtils
 
-
 from sage_desktop_api.utils import assert_valid
+
+from apps.workspaces.tasks import export_to_sage300
 from apps.workspaces.models import (
     Workspace,
     Sage300Credential,
@@ -124,3 +124,16 @@ class WorkspaceAdminsView(generics.ListAPIView):
     """
     serializer_class = WorkspaceAdminSerializer
     queryset = Workspace.objects.all()
+
+
+class TriggerExportsView(generics.GenericAPIView):
+    """
+    Trigger exports creation
+    """
+
+    def post(self, request, *args, **kwargs):
+        export_to_sage300(workspace_id=kwargs['workspace_id'])
+
+        return Response(
+            status=status.HTTP_200_OK
+        )

tests/conftest.py

@@ -378,14 +378,14 @@ def add_export_settings():
             default_bank_account_name='Accounts Payable',
             default_back_account_id='1',
             reimbursable_expense_state='PAYMENT_PROCESSING',
-            reimbursable_expense_date='current_date' if workspace_id == 1 else 'last_spent_at',
+            reimbursable_expense_date='SPENT_AT' if workspace_id == 1 else 'LAST_SPENT_AT',
             reimbursable_expense_grouped_by='REPORT' if workspace_id == 1 else 'EXPENSE',
             credit_card_expense_export_type='DIRECT_COST' if workspace_id in [1, 2] else 'PURCHASE_INVOICE',
             credit_card_expense_state='PAYMENT_PROCESSING',
             default_ccc_credit_card_account_name='Visa',
             default_ccc_credit_card_account_id='12',
             credit_card_expense_grouped_by='EXPENSE' if workspace_id == 3 else 'REPORT',
-            credit_card_expense_date='spent_at'
+            credit_card_expense_date='SPENT_AT'
         )