Sage100-ws/utils/documents/settle.py
fanilo b6416487c0 Modified implicit error on converting type int into varchar in SQL Query in articles_data_sql
Added settle logics for invoice and trying to gather society's profile image
2026-01-15 06:38:49 +01:00

723 lines
27 KiB
Python

from typing import Dict, List, Optional
import win32com.client
import pywintypes
from datetime import datetime
from schemas.documents.reglements import ModeReglement
import time
import logging
logger = logging.getLogger(__name__)
def _get_journal_auto(self, mode_reglement: int) -> str:
with self._get_sql_connection() as conn:
cursor = conn.cursor()
if mode_reglement == ModeReglement.ESPECES:
cursor.execute(
"SELECT TOP 1 JO_Num FROM F_JOURNAUX WHERE JO_Type = 2 AND JO_Reglement = 1 AND CG_Num LIKE '53%' ORDER BY JO_Num"
)
else:
cursor.execute(
"SELECT TOP 1 JO_Num FROM F_JOURNAUX WHERE JO_Type = 2 AND JO_Reglement = 1 AND CG_Num LIKE '51%' ORDER BY JO_Num"
)
row = cursor.fetchone()
if row:
return row[0].strip()
cursor.execute(
"SELECT TOP 1 JO_Num FROM F_JOURNAUX WHERE JO_Type = 2 AND JO_Reglement = 1 ORDER BY JO_Num"
)
row = cursor.fetchone()
if row:
return row[0].strip()
raise ValueError("Aucun journal de trésorerie configuré")
def lire_journaux_banque(self) -> List[Dict]:
if not self.cial:
raise RuntimeError("Connexion Sage non établie")
with self._get_sql_connection() as conn:
cursor = conn.cursor()
cursor.execute(
"SELECT JO_Num, JO_Intitule, CG_Num FROM F_JOURNAUX WHERE JO_Type = 2 AND JO_Reglement = 1 ORDER BY JO_Num"
)
return [
{
"code": row[0].strip(),
"intitule": row[1].strip() if row[1] else "",
"compte_general": row[2].strip() if row[2] else "",
"type": "Caisse" if (row[2] or "").startswith("53") else "Banque",
}
for row in cursor.fetchall()
]
def lire_tous_journaux(self) -> List[Dict]:
if not self.cial:
raise RuntimeError("Connexion Sage non établie")
types_libelles = {
0: "Achats",
1: "Ventes",
2: "Trésorerie",
3: "Général",
4: "Situation",
}
with self._get_sql_connection() as conn:
cursor = conn.cursor()
cursor.execute(
"SELECT JO_Num, JO_Intitule, JO_Type, JO_Reglement, CG_Num FROM F_JOURNAUX ORDER BY JO_Type, JO_Num"
)
return [
{
"code": row[0].strip(),
"intitule": row[1].strip() if row[1] else "",
"type_code": row[2],
"type_libelle": types_libelles.get(row[2], f"Type {row[2]}"),
"reglement_actif": row[3] == 1,
"compte_general": row[4].strip() if row[4] else "",
}
for row in cursor.fetchall()
]
def regler_facture(
self,
numero_facture: str,
montant: float,
mode_reglement: int = ModeReglement.CHEQUE,
date_reglement: datetime = None,
reference: str = "",
libelle: str = "",
) -> Dict:
if not self.cial:
raise RuntimeError("Connexion Sage non établie")
if montant <= 0:
raise ValueError("Le montant du règlement doit être positif")
date_reglement = date_reglement or datetime.now()
code_journal = _get_journal_auto(self, mode_reglement)
logger.info(
f"Règlement facture {numero_facture}: {montant}€ (mode: {mode_reglement}, journal: {code_journal})"
)
try:
with self._com_context(), self._lock_com:
factory = self.cial.FactoryDocumentVente
if not factory.ExistPiece(60, numero_facture):
raise ValueError(f"Facture {numero_facture} introuvable")
persist = factory.ReadPiece(60, numero_facture)
doc = win32com.client.CastTo(persist, "IBODocumentVente3")
doc.Read()
total_ttc = float(getattr(doc, "DO_TotalTTC", 0.0))
montant_deja_regle = float(getattr(doc, "DO_MontantRegle", 0.0))
statut = getattr(doc, "DO_Statut", 0)
if statut == 6:
raise ValueError(f"Facture {numero_facture} annulée")
solde_actuel = total_ttc - montant_deja_regle
if montant > solde_actuel + 0.01:
raise ValueError(
f"Montant ({montant}€) supérieur au solde ({solde_actuel:.2f}€)"
)
client_code = ""
try:
client_obj = getattr(doc, "Client", None)
if client_obj:
client_obj.Read()
client_code = getattr(client_obj, "CT_Num", "").strip()
except Exception:
pass
echeance = _get_premiere_echeance(doc)
if not echeance:
raise ValueError(f"Facture {numero_facture} sans échéance")
transaction_active = False
try:
self.cial.CptaApplication.BeginTrans()
transaction_active = True
except Exception:
pass
try:
numero_reglement = _executer_reglement_com(
self,
doc,
echeance,
montant,
mode_reglement,
date_reglement,
reference,
libelle,
code_journal,
client_code,
numero_facture,
)
if transaction_active:
try:
self.cial.CptaApplication.CommitTrans()
except Exception:
pass
time.sleep(0.5)
doc.Read()
nouveau_montant_regle = float(getattr(doc, "DO_MontantRegle", 0.0))
if abs(nouveau_montant_regle - montant_deja_regle) < 0.01:
raise RuntimeError(
"Le règlement n'a pas été appliqué (DO_MontantRegle inchangé)"
)
nouveau_solde = total_ttc - nouveau_montant_regle
logger.info(f"Règlement effectué - Solde restant: {nouveau_solde:.2f}")
return {
"numero_facture": numero_facture,
"numero_reglement": numero_reglement,
"montant_regle": montant,
"date_reglement": date_reglement.strftime("%Y-%m-%d"),
"mode_reglement": mode_reglement,
"mode_reglement_libelle": ModeReglement.get_libelle(mode_reglement),
"reference": reference,
"libelle": libelle,
"code_journal": code_journal,
"total_facture": total_ttc,
"solde_restant": nouveau_solde,
"facture_soldee": nouveau_solde < 0.01,
"client_code": client_code,
}
except Exception:
if transaction_active:
try:
self.cial.CptaApplication.RollbackTrans()
except Exception:
pass
raise
except ValueError:
raise
except Exception as e:
logger.error(f"Erreur règlement: {e}", exc_info=True)
raise RuntimeError(f"Échec règlement facture: {str(e)}")
def _get_premiere_echeance(doc):
try:
factory_ech = getattr(doc, "FactoryDocumentEcheance", None)
if factory_ech:
ech_list = factory_ech.List
if ech_list:
echeance = ech_list.Item(1)
if echeance:
for iface in ["IBODocumentEcheance3", "IBODocumentEcheance"]:
try:
echeance = win32com.client.CastTo(echeance, iface)
logger.info(f" Échéance castée vers {iface}")
break
except Exception:
continue
echeance.Read()
return echeance
except Exception as e:
logger.warning(f" Pas d'échéance: {e}")
return None
def _executer_reglement_com(
self,
doc,
echeance,
montant,
mode_reglement,
date_reglement,
reference,
libelle,
code_journal,
client_code,
numero_facture,
):
erreurs = []
# Approche 1: CreateProcess_ReglerEcheances - Créer règlement puis l'assigner
try:
logger.info(
"Tentative via CreateProcess_ReglerEcheances avec règlement créé..."
)
process = self.cial.CreateProcess_ReglerEcheances()
if process:
# D'abord créer un règlement via FactoryDocumentReglement
factory_reg = self.cial.FactoryDocumentReglement
reg = factory_reg.Create()
reg = win32com.client.CastTo(reg, "IBODocumentReglement")
# Configurer le règlement
try:
journal_factory = self.cial.CptaApplication.FactoryJournal
journal_persist = journal_factory.ReadNumero(code_journal)
if journal_persist:
reg.Journal = journal_persist
logger.info(f" Journal: {code_journal}")
except Exception as e:
logger.warning(f" Journal: {e}")
try:
factory_client = self.cial.CptaApplication.FactoryClient
if client_code:
client_persist = factory_client.ReadNumero(client_code)
if client_persist:
reg.TiersPayeur = client_persist
logger.info(f" TiersPayeur: {client_code}")
except Exception as e:
logger.warning(f" TiersPayeur: {e}")
try:
reg.RG_Date = pywintypes.Time(date_reglement)
except Exception:
pass
try:
reg.RG_Montant = montant
except Exception:
pass
if reference:
try:
reg.RG_Reference = reference
except Exception:
pass
if libelle:
try:
reg.RG_Libelle = libelle
except Exception:
pass
try:
reg.RG_Impute = 1
except Exception:
pass
# Assigner le règlement au process
try:
process.Reglement = reg
logger.info(" Règlement assigné au process")
except Exception as e:
logger.warning(f" Assignation règlement: {e}")
# Ajouter l'échéance avec montant
try:
process.AddDocumentEcheanceMontant(echeance, montant)
logger.info(" Échéance ajoutée avec montant")
except Exception as e1:
logger.debug(f" AddDocumentEcheanceMontant: {e1}")
try:
process.AddDocumentEcheance(echeance)
logger.info(" Échéance ajoutée")
except Exception as e2:
raise RuntimeError(f"AddEcheance: {e2}")
can_process = getattr(process, "CanProcess", True)
logger.info(f" CanProcess: {can_process}")
if can_process:
process.Process()
logger.info(" Process() réussi")
numero = None
try:
result = getattr(process, "ReglementResult", None)
if result:
result.Read()
numero = getattr(result, "RG_Piece", "")
except Exception:
pass
return str(numero) if numero else None
except Exception as e:
erreurs.append(f"CreateProcess avec règlement: {e}")
logger.warning(f"CreateProcess avec règlement échoué: {e}")
# Approche 2: Configurer le Reglement du process directement (toutes propriétés)
try:
logger.info("Tentative via configuration complète Process.Reglement...")
process = self.cial.CreateProcess_ReglerEcheances()
if process:
reglement = getattr(process, "Reglement", None)
if reglement:
# Lister TOUS les attributs
reg_attrs = [a for a in dir(reglement) if not a.startswith("_")]
logger.info(f" Attributs Reglement: {reg_attrs}")
# Configurer TOUT
_set_safe(
reglement, ["RG_Date", "Date"], pywintypes.Time(date_reglement)
)
_set_safe(reglement, ["RG_Montant", "Montant"], montant)
_set_safe(reglement, ["JO_Num", "Journal", "CodeJournal"], code_journal)
_set_safe(
reglement,
["CT_NumPayeur", "CT_Num", "Tiers", "Client"],
client_code,
)
_set_safe(
reglement,
["N_Reglement", "ModeReglement", "RG_ModeReglement"],
mode_reglement,
)
_set_safe(reglement, ["RG_Type", "Type"], 0) # 0 = Client
_set_safe(reglement, ["RG_Impute", "Impute"], 1)
_set_safe(reglement, ["RG_Compta", "Compta"], 0)
if reference:
_set_safe(reglement, ["RG_Reference", "Reference"], reference)
if libelle:
_set_safe(reglement, ["RG_Libelle", "Libelle"], libelle)
# Essayer SetDefault
try:
reglement.SetDefault()
logger.info(" SetDefault() appelé")
except Exception:
pass
logger.info(" Reglement configuré")
# Ajouter l'échéance
try:
process.AddDocumentEcheanceMontant(echeance, montant)
logger.info(" Échéance ajoutée")
except Exception as e1:
try:
process.AddDocumentEcheance(echeance)
logger.info(" Échéance ajoutée (sans montant)")
except Exception as e2:
raise RuntimeError(f"AddEcheance: {e2}")
can_process = getattr(process, "CanProcess", True)
logger.info(f" CanProcess: {can_process}")
# Vérifier les erreurs du process
try:
errors = getattr(process, "Errors", None)
if errors:
err_count = getattr(errors, "Count", 0)
for i in range(1, err_count + 1):
err = errors.Item(i)
logger.warning(f" Erreur process [{i}]: {err}")
except Exception:
pass
if can_process:
process.Process()
logger.info(" Process() réussi")
numero = None
try:
result = getattr(process, "ReglementResult", None)
if result:
result.Read()
numero = getattr(result, "RG_Piece", "")
except Exception:
pass
return str(numero) if numero else None
else:
logger.warning(" CanProcess = False!")
except Exception as e:
erreurs.append(f"Config complète: {e}")
logger.warning(f"Config complète échouée: {e}")
# Approche 3: Utiliser SetDefaultReglement sur le document
try:
logger.info("Tentative via doc.SetDefaultReglement...")
if hasattr(doc, "SetDefaultReglement"):
doc.SetDefaultReglement()
logger.info(" SetDefaultReglement() appelé")
# Configurer via le règlement par défaut
reg = getattr(doc, "Reglement", None)
if reg:
attrs = [a for a in dir(reg) if not a.startswith("_")]
logger.info(f" Attributs doc.Reglement: {attrs[:15]}...")
except Exception as e:
erreurs.append(f"SetDefaultReglement: {e}")
logger.warning(f"SetDefaultReglement: {e}")
raise RuntimeError(f"Aucune méthode n'a fonctionné. Erreurs: {'; '.join(erreurs)}")
def _set_safe(obj, attrs, value):
for attr in attrs:
try:
setattr(obj, attr, value)
logger.debug(f" {attr} = {value}")
return True
except Exception:
continue
return False
def introspecter_reglement(self):
if not self.cial:
raise RuntimeError("Connexion Sage non établie")
result = {}
try:
with self._com_context(), self._lock_com:
# Process et son Reglement
try:
process = self.cial.CreateProcess_ReglerEcheances()
result["Process"] = [a for a in dir(process) if not a.startswith("_")]
reglement = getattr(process, "Reglement", None)
if reglement:
result["Process_Reglement"] = [
a for a in dir(reglement) if not a.startswith("_")
]
# Essayer de lire les valeurs par défaut
for attr in ["RG_Type", "RG_Impute", "JO_Num", "CT_NumPayeur"]:
try:
val = getattr(reglement, attr, "N/A")
result[f"Reglement_{attr}"] = str(val)
except Exception:
pass
except Exception as e:
result["error_process"] = str(e)
# IBODocumentReglement
try:
factory = self.cial.FactoryDocumentReglement
reg = factory.Create()
reg = win32com.client.CastTo(reg, "IBODocumentReglement")
result["IBODocumentReglement"] = [
a for a in dir(reg) if not a.startswith("_")
]
except Exception as e:
result["error_reglement"] = str(e)
# Échéance
try:
factory_doc = self.cial.FactoryDocumentVente
doc_list = factory_doc.List
for i in range(1, 20):
try:
doc = doc_list.Item(i)
if doc:
doc.Read()
if getattr(doc, "DO_Type", 0) == 6:
factory_ech = getattr(
doc, "FactoryDocumentEcheance", None
)
if factory_ech:
ech_list = factory_ech.List
if ech_list:
ech = ech_list.Item(1)
if ech:
ech = win32com.client.CastTo(
ech, "IBODocumentEcheance3"
)
ech.Read()
result["IBODocumentEcheance3"] = [
a
for a in dir(ech)
if not a.startswith("_")
]
# Mode règlement de l'échéance
mode = getattr(ech, "Reglement", None)
if mode:
result["Echeance_Reglement"] = [
a
for a in dir(mode)
if not a.startswith("_")
]
break
except Exception:
continue
except Exception as e:
result["error_echeance"] = str(e)
except Exception as e:
result["global_error"] = str(e)
return result
def regler_factures_client(
self,
client_code,
montant_total,
mode_reglement=ModeReglement.CHEQUE,
date_reglement=None,
reference="",
libelle="",
numeros_factures=None,
):
if not self.cial:
raise RuntimeError("Connexion Sage non établie")
if montant_total <= 0:
raise ValueError("Le montant total doit être positif")
date_reglement = date_reglement or datetime.now()
factures = _get_factures_non_soldees_client_sql(self, client_code, numeros_factures)
if not factures:
raise ValueError(f"Aucune facture à régler pour {client_code}")
solde_total = sum(f["solde"] for f in factures)
if montant_total > solde_total + 0.01:
raise ValueError(
f"Montant ({montant_total}€) supérieur au solde ({solde_total:.2f}€)"
)
reglements = []
restant = montant_total
for fac in factures:
if restant < 0.01:
break
a_regler = min(restant, fac["solde"])
try:
res = regler_facture(
self,
fac["numero"],
a_regler,
mode_reglement,
date_reglement,
reference,
libelle,
)
reglements.append(res)
restant -= a_regler
except Exception as e:
logger.error(f"Erreur {fac['numero']}: {e}")
break
if not reglements:
raise RuntimeError("Aucun règlement effectué")
return {
"client_code": client_code,
"montant_demande": montant_total,
"montant_effectif": sum(r["montant_regle"] for r in reglements),
"nb_factures_reglees": len(reglements),
"nb_factures_soldees": sum(1 for r in reglements if r["facture_soldee"]),
"date_reglement": date_reglement.strftime("%Y-%m-%d"),
"mode_reglement": mode_reglement,
"mode_reglement_libelle": ModeReglement.get_libelle(mode_reglement),
"reference": reference,
"reglements": reglements,
}
def _get_factures_non_soldees_client_sql(self, client_code, numeros=None):
with self._get_sql_connection() as conn:
cursor = conn.cursor()
if numeros:
placeholders = ",".join("?" * len(numeros))
query = f"SELECT DO_Piece, DO_Date, DO_TotalTTC, DO_MontantRegle FROM F_DOCENTETE WHERE DO_Type = 6 AND DO_Tiers = ? AND DO_Piece IN ({placeholders}) AND DO_Statut <> 6 AND (DO_TotalTTC - ISNULL(DO_MontantRegle, 0)) > 0.01 ORDER BY DO_Date ASC"
params = [client_code] + numeros
else:
query = "SELECT DO_Piece, DO_Date, DO_TotalTTC, DO_MontantRegle FROM F_DOCENTETE WHERE DO_Type = 6 AND DO_Tiers = ? AND DO_Statut <> 6 AND (DO_TotalTTC - ISNULL(DO_MontantRegle, 0)) > 0.01 ORDER BY DO_Date ASC"
params = [client_code]
cursor.execute(query, params)
return [
{
"numero": r[0].strip(),
"date": r[1].strftime("%Y-%m-%d") if r[1] else None,
"total_ttc": float(r[2] or 0),
"montant_regle": float(r[3] or 0),
"solde": float(r[2] or 0) - float(r[3] or 0),
}
for r in cursor.fetchall()
]
def lire_reglements_facture(self, numero_facture):
if not self.cial:
raise RuntimeError("Connexion Sage non établie")
with self._get_sql_connection() as conn:
cursor = conn.cursor()
cursor.execute(
"SELECT DO_TotalTTC, DO_MontantRegle, DO_Tiers, DO_Date, DO_Ref FROM F_DOCENTETE WHERE DO_Piece = ? AND DO_Type = 6",
(numero_facture,),
)
row = cursor.fetchone()
if not row:
raise ValueError(f"Facture {numero_facture} introuvable")
total = float(row[0] or 0)
regle = float(row[1] or 0)
solde = max(0, total - regle)
return {
"numero_facture": numero_facture,
"client_code": (row[2] or "").strip(),
"date_facture": row[3].strftime("%Y-%m-%d") if row[3] else None,
"reference": (row[4] or "").strip(),
"total_ttc": total,
"total_regle": regle,
"solde_restant": solde,
"est_soldee": solde < 0.01,
}
def lire_reglements_client(
self, client_code, date_debut=None, date_fin=None, inclure_soldees=True
):
if not self.cial:
raise RuntimeError("Connexion Sage non établie")
with self._get_sql_connection() as conn:
cursor = conn.cursor()
cursor.execute(
"SELECT CT_Intitule FROM F_COMPTET WHERE CT_Num = ?", (client_code,)
)
row = cursor.fetchone()
if not row:
raise ValueError(f"Client {client_code} introuvable")
intitule = (row[0] or "").strip()
query = "SELECT DO_Piece, DO_Date, DO_TotalTTC, DO_MontantRegle, DO_Ref FROM F_DOCENTETE WHERE DO_Type = 6 AND DO_Tiers = ?"
params = [client_code]
if date_debut:
query += " AND DO_Date >= ?"
params.append(date_debut)
if date_fin:
query += " AND DO_Date <= ?"
params.append(date_fin)
query += " ORDER BY DO_Date ASC"
cursor.execute(query, params)
factures = []
for r in cursor.fetchall():
total = float(r[2] or 0)
regle = float(r[3] or 0)
solde = max(0, total - regle)
soldee = solde < 0.01
if inclure_soldees or not soldee:
factures.append(
{
"numero_facture": r[0].strip(),
"date_facture": r[1].strftime("%Y-%m-%d") if r[1] else None,
"total_ttc": total,
"reference": (r[4] or "").strip(),
"total_regle": regle,
"solde_restant": solde,
"est_soldee": soldee,
}
)
return {
"client_code": client_code,
"client_intitule": intitule,
"nb_factures": len(factures),
"nb_factures_soldees": sum(1 for f in factures if f["est_soldee"]),
"nb_factures_en_cours": sum(1 for f in factures if not f["est_soldee"]),
"total_factures": sum(f["total_ttc"] for f in factures),
"total_regle": sum(f["total_regle"] for f in factures),
"solde_global": sum(f["solde_restant"] for f in factures),
"factures": factures,
}
__all__ = [
"ModeReglement",
"lire_journaux_banque",
"lire_tous_journaux",
"introspecter_reglement",
"regler_facture",
"regler_factures_client",
"lire_reglements_facture",
"lire_reglements_client",
]