Project Nau Financial Manager

This is a Django application intended to manage financial process and also share revenue between partners.

Running the project

We have two ways to run the project, using docker or using poetry.

Using Docker (Recommended if you will not develop)

You will need to have docker and docker-compose installed in your machine.

make run-docker

OR

Preparing enviromnent

This guide is to setup project using poetry with Python version 3.11.4 for the project. optional: you can use docker files to get instances of database and application.

Setting up poetry(version 1.5.1) with Python 3.11.4

One dependency of poetry is pyenv.

Linux (Debian based distributions)

Install Developer Packages

sudo apt-get install -y make build-essential libssl-dev zlib1g-dev libbz2-dev \
libreadline-dev libsqlite3-dev wget curl llvm libncurses5-dev libncursesw5-dev \
xz-utils tk-dev libffi-dev liblzma-dev git

Install pyenv (Same for Linux and Mac)

git clone https://github.com/pyenv/pyenv.git ~/.pyenv
if [ -n "$ZSH_VERSION" ]; then
    echo 'export PATH="$HOME/.pyenv/bin:$PATH"' >> ~/.zshrc
else
    echo 'export PATH="$HOME/.pyenv/bin:$PATH"' >> ~/.bashrc
fi

Install poetry Linux

curl -sSL https://install.python-poetry.org | python3 -

Install poetry MacOS

brew install poetry

Set Python version in folder the project

Navigate to the folder project and execute:

pyenv install 3.11.4
pyenv local 3.11.4

Create and activate a virtual environment

poetry env use 3.11.4
poetry env use -- $HOME/.pyenv/versions/3.11.4/bin/python

# Activate the virtual environment
poetry shell

Run locally

for local development

To start the application outside docker, execute the next command inside a virtual environment. This will start all the dependencies services on each docker container and the application directly on the host using the development server:

make run

To start the app and its dependencies on docker, on development mode, run:

make run-docker

You have to install the app package dependencies and run the migrations.

make install-packages migrate

for local testing the production mode

To check if everything is ok and running using the production mode of the docker images, we have a wait to run the application on production mode. This will use the docker target production of the docker application image.

DOCKER_TARGET=production make run-docker

API

This project uses the Django Rest Framework using a token approach for authentication.

The important API are:

• /billing/receipt-link/{transaction_id}/
• /billing/transaction-complete/

You can view the API documentation on:

• Swagger http://localhost:8000/api/docs/
• Redocs http://localhost:8000/api/redocs/

Generate a local token for development

To generate a token for local development you should use one of this two commands:

This will create a token for admin user.

make create-token

Generate a token for a production environment

python manage.py createsuperuser --noinput --username <username> --email <email>

python manage.py drf_create_token <username>

Client

In Headers of request you need to declare a key 'Authorization' with the value 'Token generated_token'

Here is a example:

headers = { "Authorization": "Token generated_token" }

Troubleshooting

# TODO: Automate this installation after validation of method and structure

Error:

org.freedesktop.DBus.Error.UnknownMethod] ('No such interface “org.freedesktop.DBus.Properties

Solution:

export PYTHON_KEYRING_BACKEND=keyring.backends.null.Keyring

Django commands

Retry all failed transactions of SageX3

How to use:

python manage.py retry_failed_transactions

Export shared revenue

This command triggers the export of all the transactions splitted based on the given parameters.

Required parameters:

• start_date: YYYY-MM-DD
• end_date: YYYY-MM-DD

Optional parameters:

• product_id
• organization_code

How to use:

python manage.py export_split_revenue  {start_date} {end_date} --product_id={product_id} --organization_code={organization_code}

Example:

python manage.py export_split_revenue 2023-12-01 2024-01-01

Export shared revenue per organization

This command triggers the export of all the transactions splitted based on the given parameters per organization.

Required parameters:

• start_date: YYYY-MM-DD
• end_date: YYYY-MM-DD
• send_file: true / false

Optional parameters:

• bcc: email@email.com

How to use:

To add more than one email as bcc, just open a string and add the emails.

python manage.py export_split_revenue_per_organizations  {start_date} {end_date} --send_email={send_email} --bcc="{bcc1 bcc2}"

Example:

python manage.py export_split_revenue_per_organizations 2023-12-01 2024-01-01 --send_email=true --bcc="bcc1@email.com bcc2@email.com"

Troubleshooting

To create missing SageX3TransactionInformation objects that for a bug hasn't been created.

from apps.billing.models import SageX3TransactionInformation, Transaction
transactions = Transaction.objects.all()
for t in transactions:
    SageX3TransactionInformation.objects.get_or_create(transaction=t)