a230071632
- Implemented a new HTML page for managing customer time pricing with Bootstrap styling. - Added navigation and responsive design elements. - Integrated JavaScript for loading customer data, editing rates, and handling modals for time entries and order creation. - Included theme toggle functionality and statistics display for customer rates. - Enhanced user experience with toast notifications for actions performed. docs: Create e-conomic Write Mode guide - Added comprehensive documentation for exporting approved time entries to e-conomic as draft orders. - Detailed safety flags for write operations, including read-only and dry-run modes. - Provided activation steps, error handling, and best practices for using the e-conomic integration. migrations: Add user_company field to contacts and e-conomic customer number to customers - Created migration to add user_company field to contacts for better organization tracking. - Added e-conomic customer number field to tmodule_customers for invoice export synchronization.
454 lines
17 KiB
Python
454 lines
17 KiB
Python
"""
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Order Generation Service for Time Tracking Module
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==================================================
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Aggreger godkendte tidsregistreringer til customer orders.
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Beregn totals, moms, og opret order lines.
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"""
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import logging
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from typing import List, Optional
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from decimal import Decimal
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from datetime import date
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from fastapi import HTTPException
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from app.core.config import settings
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from app.core.database import execute_query, execute_insert, execute_update
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from app.timetracking.backend.models import (
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TModuleOrder,
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TModuleOrderWithLines,
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TModuleOrderLine,
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TModuleOrderCreate,
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TModuleOrderLineCreate
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)
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from app.timetracking.backend.audit import audit
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logger = logging.getLogger(__name__)
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class OrderService:
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"""Service for generating orders from approved time entries"""
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@staticmethod
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def _get_hourly_rate(customer_id: int, hub_customer_id: Optional[int]) -> Decimal:
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"""
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Hent timepris for kunde.
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Prioritet:
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1. customer_id (tmodule_customers.hourly_rate)
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2. hub_customer_id (customers.hourly_rate)
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3. Default fra settings
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"""
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try:
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# Check module customer
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query = "SELECT hourly_rate FROM tmodule_customers WHERE id = %s"
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result = execute_query(query, (customer_id,), fetchone=True)
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if result and result.get('hourly_rate'):
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rate = result['hourly_rate']
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logger.info(f"✅ Using tmodule customer rate: {rate} DKK")
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return Decimal(str(rate))
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# Check Hub customer if linked
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if hub_customer_id:
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query = "SELECT hourly_rate FROM customers WHERE id = %s"
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result = execute_query(query, (hub_customer_id,), fetchone=True)
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if result and result.get('hourly_rate'):
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rate = result['hourly_rate']
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logger.info(f"✅ Using Hub customer rate: {rate} DKK")
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return Decimal(str(rate))
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# Fallback to default
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default_rate = Decimal(str(settings.TIMETRACKING_DEFAULT_HOURLY_RATE))
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logger.warning(f"⚠️ No customer rate found, using default: {default_rate} DKK")
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return default_rate
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except Exception as e:
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logger.error(f"❌ Error getting hourly rate: {e}")
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# Safe fallback
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return Decimal(str(settings.TIMETRACKING_DEFAULT_HOURLY_RATE))
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@staticmethod
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def generate_order_for_customer(
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customer_id: int,
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user_id: Optional[int] = None
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) -> TModuleOrderWithLines:
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"""
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Generer ordre for alle godkendte tider for en kunde.
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Args:
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customer_id: ID fra tmodule_customers
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user_id: ID på brugeren der opretter
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Returns:
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Order med lines
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"""
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try:
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# Hent customer info
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customer = execute_query(
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"SELECT * FROM tmodule_customers WHERE id = %s",
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(customer_id,),
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fetchone=True
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)
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if not customer:
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raise HTTPException(status_code=404, detail="Customer not found")
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# Hent godkendte tider for kunden med case og contact detaljer
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query = """
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SELECT t.*,
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c.title as case_title,
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c.vtiger_id as case_vtiger_id,
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c.vtiger_data->>'ticket_title' as vtiger_title,
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CONCAT(cont.first_name, ' ', cont.last_name) as contact_name
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FROM tmodule_times t
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JOIN tmodule_cases c ON t.case_id = c.id
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LEFT JOIN contacts cont ON cont.vtiger_id = c.vtiger_data->>'contact_id'
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WHERE t.customer_id = %s
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AND t.status = 'approved'
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AND t.billable = true
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ORDER BY c.id, t.worked_date
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"""
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approved_times = execute_query(query, (customer_id,))
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if not approved_times:
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raise HTTPException(
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status_code=400,
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detail="No approved billable time entries found for customer"
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)
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logger.info(f"📊 Found {len(approved_times)} approved time entries")
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# Get hourly rate
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hourly_rate = OrderService._get_hourly_rate(
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customer_id,
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customer.get('hub_customer_id')
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)
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# Group by case og gem ekstra metadata
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case_groups = {}
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for time_entry in approved_times:
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case_id = time_entry['case_id']
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if case_id not in case_groups:
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case_groups[case_id] = {
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'case_vtiger_id': time_entry.get('case_vtiger_id'),
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'contact_name': time_entry.get('contact_name'),
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'entries': [],
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'descriptions': [] # Samle alle beskrivelser
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}
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case_groups[case_id]['entries'].append(time_entry)
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# Tilføj beskrivelse hvis den ikke er tom
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if time_entry.get('description') and time_entry['description'].strip():
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case_groups[case_id]['descriptions'].append(time_entry['description'].strip())
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# Build order lines
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order_lines = []
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line_number = 1
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total_hours = Decimal('0')
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for case_id, group in case_groups.items():
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# Sum hours for this case
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case_hours = sum(
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Decimal(str(entry['approved_hours']))
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for entry in group['entries']
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)
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# Extract case number from vtiger_id (format: 39x42930 -> CC2930)
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case_number = ""
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if group['case_vtiger_id']:
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vtiger_parts = group['case_vtiger_id'].split('x')
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if len(vtiger_parts) > 1:
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# Take last 4 digits
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case_number = f"CC{vtiger_parts[1][-4:]}"
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# Brug tidsregistreringers beskrivelser som titel
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# Tag første beskrivelse, eller alle hvis de er forskellige
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case_title = "Ingen beskrivelse"
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if group['descriptions']:
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# Hvis alle beskrivelser er ens, brug kun én
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unique_descriptions = list(set(group['descriptions']))
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if len(unique_descriptions) == 1:
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case_title = unique_descriptions[0]
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else:
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# Hvis forskellige, join dem
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case_title = ", ".join(unique_descriptions[:3]) # Max 3 for ikke at blive for lang
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if len(unique_descriptions) > 3:
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case_title += "..."
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# Build description med case nummer prefix
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if case_number:
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description = f"{case_number} - {case_title}"
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else:
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description = case_title
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# Calculate line total
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line_total = case_hours * hourly_rate
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# Collect time entry IDs
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time_entry_ids = [entry['id'] for entry in group['entries']]
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order_lines.append(TModuleOrderLineCreate(
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line_number=line_number,
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description=description,
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quantity=case_hours,
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unit_price=hourly_rate,
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line_total=line_total,
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case_id=case_id,
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time_entry_ids=time_entry_ids
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))
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total_hours += case_hours
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line_number += 1
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# Calculate totals
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subtotal = total_hours * hourly_rate
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vat_rate = Decimal('25.00') # Danish VAT
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vat_amount = (subtotal * vat_rate / Decimal('100')).quantize(Decimal('0.01'))
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total_amount = subtotal + vat_amount
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logger.info(f"💰 Order totals: {total_hours}h × {hourly_rate} = {subtotal} + {vat_amount} moms = {total_amount} DKK")
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# Create order
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order_id = execute_insert(
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"""INSERT INTO tmodule_orders
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(customer_id, hub_customer_id, order_date, total_hours, hourly_rate,
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subtotal, vat_rate, vat_amount, total_amount, status, created_by)
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VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, 'draft', %s)""",
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(
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customer_id,
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customer.get('hub_customer_id'),
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date.today(),
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total_hours,
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hourly_rate,
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subtotal,
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vat_rate,
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vat_amount,
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total_amount,
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user_id
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)
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)
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logger.info(f"✅ Created order {order_id}")
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# Create order lines
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created_lines = []
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for line in order_lines:
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line_id = execute_insert(
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"""INSERT INTO tmodule_order_lines
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(order_id, case_id, line_number, description, quantity, unit_price,
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line_total, time_entry_ids)
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VALUES (%s, %s, %s, %s, %s, %s, %s, %s)""",
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(
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order_id,
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line.case_id,
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line.line_number,
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line.description,
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line.quantity,
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line.unit_price,
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line.line_total,
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line.time_entry_ids
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)
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)
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created_lines.append(line_id)
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logger.info(f"✅ Created {len(created_lines)} order lines")
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# Update time entries to 'billed' status
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time_entry_ids = [
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entry_id
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for line in order_lines
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for entry_id in line.time_entry_ids
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]
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if time_entry_ids:
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placeholders = ','.join(['%s'] * len(time_entry_ids))
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execute_update(
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f"""UPDATE tmodule_times
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SET status = 'billed'
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WHERE id IN ({placeholders})""",
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time_entry_ids
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)
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logger.info(f"✅ Marked {len(time_entry_ids)} time entries as billed")
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# Log order creation
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audit.log_order_created(
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order_id=order_id,
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customer_id=customer_id,
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total_hours=float(total_hours),
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total_amount=float(total_amount),
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line_count=len(order_lines),
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user_id=user_id
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)
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# Return full order with lines
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return OrderService.get_order_with_lines(order_id)
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except HTTPException:
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raise
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except Exception as e:
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logger.error(f"❌ Error generating order: {e}")
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raise HTTPException(status_code=500, detail=str(e))
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@staticmethod
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def get_order_with_lines(order_id: int) -> TModuleOrderWithLines:
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"""Hent ordre med linjer"""
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try:
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# Get order with customer name
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order_query = """
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SELECT o.*, c.name as customer_name
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FROM tmodule_orders o
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LEFT JOIN customers c ON o.customer_id = c.id
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WHERE o.id = %s
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"""
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order = execute_query(order_query, (order_id,), fetchone=True)
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if not order:
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raise HTTPException(status_code=404, detail="Order not found")
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# Get lines with additional context (contact, date)
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lines_query = """
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SELECT ol.*,
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STRING_AGG(DISTINCT CONCAT(cont.first_name, ' ', cont.last_name), ', ') as case_contact,
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MIN(t.worked_date) as time_date
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FROM tmodule_order_lines ol
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LEFT JOIN tmodule_times t ON t.id = ANY(ol.time_entry_ids)
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LEFT JOIN tmodule_cases c ON c.id = ol.case_id
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LEFT JOIN contacts cont ON cont.vtiger_id = c.vtiger_data->>'contact_id'
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WHERE ol.order_id = %s
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GROUP BY ol.id, ol.order_id, ol.case_id, ol.line_number, ol.description,
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ol.quantity, ol.unit_price, ol.line_total, ol.time_entry_ids,
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ol.product_number, ol.account_number, ol.created_at
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ORDER BY ol.line_number
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"""
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lines = execute_query(lines_query, (order_id,))
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return TModuleOrderWithLines(
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**order,
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lines=[TModuleOrderLine(**line) for line in lines]
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)
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except HTTPException:
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raise
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except Exception as e:
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logger.error(f"❌ Error getting order: {e}")
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raise HTTPException(status_code=500, detail=str(e))
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@staticmethod
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def list_orders(
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customer_id: Optional[int] = None,
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status: Optional[str] = None,
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limit: int = 100
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) -> List[TModuleOrder]:
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"""List orders med filtrering"""
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try:
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conditions = []
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params = []
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if customer_id:
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conditions.append("o.customer_id = %s")
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params.append(customer_id)
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if status:
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conditions.append("o.status = %s")
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params.append(status)
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where_clause = " WHERE " + " AND ".join(conditions) if conditions else ""
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query = f"""
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SELECT o.*, c.name as customer_name
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FROM tmodule_orders o
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LEFT JOIN customers c ON o.customer_id = c.id
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{where_clause}
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ORDER BY o.order_date DESC, o.id DESC
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LIMIT %s
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"""
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params.append(limit)
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orders = execute_query(query, params if params else None)
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return [TModuleOrder(**order) for order in orders]
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except Exception as e:
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logger.error(f"❌ Error listing orders: {e}")
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raise HTTPException(status_code=500, detail=str(e))
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@staticmethod
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def cancel_order(
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order_id: int,
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reason: Optional[str] = None,
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user_id: Optional[int] = None
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) -> TModuleOrder:
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"""Annuller en ordre"""
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try:
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# Check order exists and is not exported
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order = execute_query(
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"SELECT * FROM tmodule_orders WHERE id = %s",
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(order_id,),
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fetchone=True
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)
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if not order:
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raise HTTPException(status_code=404, detail="Order not found")
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if order['status'] == 'cancelled':
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raise HTTPException(status_code=400, detail="Order already cancelled")
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if order['status'] == 'exported':
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raise HTTPException(
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status_code=400,
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detail="Cannot cancel exported order"
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)
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# Update status
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execute_update(
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"UPDATE tmodule_orders SET status = 'cancelled', notes = %s WHERE id = %s",
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(reason, order_id)
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)
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# Reset time entries back to approved
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lines = execute_query(
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"SELECT time_entry_ids FROM tmodule_order_lines WHERE order_id = %s",
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(order_id,)
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)
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all_time_ids = []
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for line in lines:
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if line.get('time_entry_ids'):
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all_time_ids.extend(line['time_entry_ids'])
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if all_time_ids:
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placeholders = ','.join(['%s'] * len(all_time_ids))
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execute_update(
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f"UPDATE tmodule_times SET status = 'approved' WHERE id IN ({placeholders})",
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all_time_ids
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)
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# Log cancellation
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audit.log_order_cancelled(
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order_id=order_id,
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reason=reason,
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user_id=user_id
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)
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logger.info(f"❌ Cancelled order {order_id}")
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# Return updated order
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updated = execute_query(
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"SELECT * FROM tmodule_orders WHERE id = %s",
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(order_id,),
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fetchone=True
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)
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return TModuleOrder(**updated)
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except HTTPException:
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raise
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except Exception as e:
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logger.error(f"❌ Error cancelling order: {e}")
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raise HTTPException(status_code=500, detail=str(e))
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# Singleton instance
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order_service = OrderService()
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