Add v0.1.6 invoice edit page with payment lock behavior

VERSION

@@ -1 +1 @@
-0.1.5
+0.1.6

backend/app.py

@@ -415,7 +415,8 @@ def invoices():
         SELECT
             i.*,
             c.client_code,
-            c.company_name
+            c.company_name,
+            COALESCE((SELECT COUNT(*) FROM payments p WHERE p.invoice_id = i.id), 0) AS payment_count
         FROM invoices i
         JOIN clients c ON i.client_id = c.id
         ORDER BY i.id DESC
@@ -537,6 +538,139 @@ def new_invoice():
         form_data={},
     )
 
+@app.route("/invoices/edit/<int:invoice_id>", methods=["GET", "POST"])
+def edit_invoice(invoice_id):
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+
+    cursor.execute("""
+        SELECT i.*,
+               COALESCE((SELECT COUNT(*) FROM payments p WHERE p.invoice_id = i.id), 0) AS payment_count
+        FROM invoices i
+        WHERE i.id = %s
+    """, (invoice_id,))
+    invoice = cursor.fetchone()
+
+    if not invoice:
+        conn.close()
+        return "Invoice not found", 404
+
+    locked = invoice["payment_count"] > 0 or float(invoice["amount_paid"]) > 0
+
+    if request.method == "POST":
+        due_at = request.form.get("due_at", "").strip()
+        notes = request.form.get("notes", "").strip()
+
+        if locked:
+            status = request.form.get("status", "").strip()
+
+            if not status:
+                conn.close()
+                return render_template("invoices/edit.html", invoice=invoice, clients=[], services=[], errors=["Status is required."], locked=locked)
+
+            update_cursor = conn.cursor()
+            update_cursor.execute("""
+                UPDATE invoices
+                SET due_at = %s,
+                    status = %s,
+                    notes = %s
+                WHERE id = %s
+            """, (
+                due_at or None,
+                status,
+                notes or None,
+                invoice_id
+            ))
+            conn.commit()
+            conn.close()
+            return redirect("/invoices")
+
+        client_id = request.form.get("client_id", "").strip()
+        service_id = request.form.get("service_id", "").strip()
+        currency_code = request.form.get("currency_code", "").strip()
+        total_amount = request.form.get("total_amount", "").strip()
+        status = request.form.get("status", "").strip()
+
+        errors = []
+
+        if not client_id:
+            errors.append("Client is required.")
+        if not service_id:
+            errors.append("Service is required.")
+        if not currency_code:
+            errors.append("Currency is required.")
+        if not total_amount:
+            errors.append("Total amount is required.")
+        if not due_at:
+            errors.append("Due date is required.")
+        if not status:
+            errors.append("Status is required.")
+
+        if not errors:
+            try:
+                amount_value = float(total_amount)
+                if amount_value < 0:
+                    errors.append("Total amount cannot be negative.")
+            except ValueError:
+                errors.append("Total amount must be a valid number.")
+
+        cursor.execute("SELECT id, client_code, company_name FROM clients ORDER BY company_name")
+        clients = cursor.fetchall()
+
+        cursor.execute("SELECT id, service_code, service_name FROM services ORDER BY service_name")
+        services = cursor.fetchall()
+
+        if errors:
+            invoice["client_id"] = int(client_id) if client_id else invoice["client_id"]
+            invoice["service_id"] = int(service_id) if service_id else invoice["service_id"]
+            invoice["currency_code"] = currency_code or invoice["currency_code"]
+            invoice["total_amount"] = total_amount or invoice["total_amount"]
+            invoice["due_at"] = due_at or invoice["due_at"]
+            invoice["status"] = status or invoice["status"]
+            invoice["notes"] = notes
+            conn.close()
+            return render_template("invoices/edit.html", invoice=invoice, clients=clients, services=services, errors=errors, locked=locked)
+
+        update_cursor = conn.cursor()
+        update_cursor.execute("""
+            UPDATE invoices
+            SET client_id = %s,
+                service_id = %s,
+                currency_code = %s,
+                total_amount = %s,
+                subtotal_amount = %s,
+                due_at = %s,
+                status = %s,
+                notes = %s
+            WHERE id = %s
+        """, (
+            client_id,
+            service_id,
+            currency_code,
+            total_amount,
+            total_amount,
+            due_at,
+            status,
+            notes or None,
+            invoice_id
+        ))
+        conn.commit()
+        conn.close()
+        return redirect("/invoices")
+
+    clients = []
+    services = []
+
+    if not locked:
+        cursor.execute("SELECT id, client_code, company_name FROM clients ORDER BY company_name")
+        clients = cursor.fetchall()
+
+        cursor.execute("SELECT id, service_code, service_name FROM services ORDER BY service_name")
+        services = cursor.fetchall()
+
+    conn.close()
+    return render_template("invoices/edit.html", invoice=invoice, clients=clients, services=services, errors=[], locked=locked)
+
 @app.route("/payments")
 def payments():
     conn = get_db_connection()

templates/invoices/edit.html

@@ -0,0 +1,113 @@
+<!doctype html>
+<html>
+<head>
+<title>Edit Invoice</title>
+</head>
+
+<body>
+
+<h1>Edit Invoice</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/invoices">Back to Invoices</a></p>
+
+{% if errors %}
+<div style="border:1px solid red; padding:10px; margin-bottom:15px;">
+    <strong>Please fix the following:</strong>
+    <ul>
+        {% for error in errors %}
+        <li>{{ error }}</li>
+        {% endfor %}
+    </ul>
+</div>
+{% endif %}
+
+{% if locked %}
+<div style="border:1px solid #aa6600; padding:10px; margin-bottom:15px; background:#fff4dd;">
+    <strong>This invoice is locked for core edits because payments exist.</strong><br>
+    Core accounting fields cannot be changed after payment activity begins.
+</div>
+{% endif %}
+
+<form method="post">
+
+<p>
+Invoice Number<br>
+<input value="{{ invoice.invoice_number }}" readonly>
+</p>
+
+{% if not locked %}
+<p>
+Client *<br>
+<select name="client_id" required>
+    {% for c in clients %}
+    <option value="{{ c.id }}" {% if invoice.client_id == c.id %}selected{% endif %}>
+        {{ c.client_code }} - {{ c.company_name }}
+    </option>
+    {% endfor %}
+</select>
+</p>
+
+<p>
+Service *<br>
+<select name="service_id" required>
+    {% for s in services %}
+    <option value="{{ s.id }}" {% if invoice.service_id == s.id %}selected{% endif %}>
+        {{ s.service_code }} - {{ s.service_name }}
+    </option>
+    {% endfor %}
+</select>
+</p>
+
+<p>
+Currency *<br>
+<select name="currency_code" required>
+    <option value="CAD" {% if invoice.currency_code == 'CAD' %}selected{% endif %}>CAD</option>
+    <option value="ETHO" {% if invoice.currency_code == 'ETHO' %}selected{% endif %}>ETHO</option>
+    <option value="EGAZ" {% if invoice.currency_code == 'EGAZ' %}selected{% endif %}>EGAZ</option>
+    <option value="ALT" {% if invoice.currency_code == 'ALT' %}selected{% endif %}>ALT</option>
+</select>
+</p>
+
+<p>
+Total Amount *<br>
+<input type="number" step="0.00000001" min="0" name="total_amount" value="{{ invoice.total_amount }}" required>
+</p>
+{% else %}
+<p>Client<br><input value="{{ invoice.client_id }}" readonly></p>
+<p>Service<br><input value="{{ invoice.service_id }}" readonly></p>
+<p>Currency<br><input value="{{ invoice.currency_code }}" readonly></p>
+<p>Total Amount<br><input value="{{ invoice.total_amount|money(invoice.currency_code) }}" readonly></p>
+{% endif %}
+
+<p>
+Due Date *<br>
+<input type="date" name="due_at" value="{{ invoice.due_at.strftime('%Y-%m-%d') if invoice.due_at else '' }}" required>
+</p>
+
+<p>
+Status *<br>
+<select name="status" required>
+    <option value="draft" {% if invoice.status == 'draft' %}selected{% endif %}>draft</option>
+    <option value="pending" {% if invoice.status == 'pending' %}selected{% endif %}>pending</option>
+    <option value="partial" {% if invoice.status == 'partial' %}selected{% endif %}>partial</option>
+    <option value="paid" {% if invoice.status == 'paid' %}selected{% endif %}>paid</option>
+    <option value="overdue" {% if invoice.status == 'overdue' %}selected{% endif %}>overdue</option>
+    <option value="cancelled" {% if invoice.status == 'cancelled' %}selected{% endif %}>cancelled</option>
+</select>
+</p>
+
+<p>
+Notes<br>
+<textarea name="notes" rows="5" cols="60">{{ invoice.notes or '' }}</textarea>
+</p>
+
+<p>
+<button type="submit">Save Invoice</button>
+</p>
+
+</form>
+
+{% include "footer.html" %}
+</body>
+</html>

templates/invoices/list.html

@@ -23,6 +23,7 @@
 <th>Status</th>
 <th>Issued</th>
 <th>Due</th>
+<th>Actions</th>
 </tr>
 
 {% for i in invoices %}
@@ -37,6 +38,12 @@
 <td>{{ i.status }}</td>
 <td>{{ i.issued_at|localtime }}</td>
 <td>{{ i.due_at|localtime }}</td>
+<td>
+    <a href="/invoices/edit/{{ i.id }}">Edit</a>
+    {% if i.payment_count > 0 %}
+    (Locked)
+    {% endif %}
+</td>
 </tr>
 {% endfor %}