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Add EasyVerein invoicing and user syncing to the admin area#38

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Add EasyVerein invoicing and user syncing to the admin area#38
nspo wants to merge 2 commits into
masterfrom
feature/easyverein

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@nspo

@nspo nspo commented Jun 7, 2026

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  • Create draft or finalized invoices per user via a background job with a
    live progress page; mirror each as a pybarsys invoice + virtual payment,
    with rollback on failure and dependant purchase notifications.
  • Sync pybarsys users to EasyVerein contacts via name matching with
    high/low-confidence suggestions; fetch and attach a contact directly from
    the user create/edit forms.
  • Add a SiteSettings model (DB-stored API token with auto-refresh, bank
    account, finalize toggle), seeded once from PYBARSYS_INITIAL_* env vars.
  • When EasyVerein is active: require self-paying buyers to be linked,
    enforce unique contact links, show link status, and redirect manual
    invoice/payment creation to the EasyVerein flow.
  • Bump to Python 3.11 for python-easyverein.

Paginate user/by_account_balance correctly

Fixes #19

@nspo nspo force-pushed the feature/easyverein branch from 2873d2a to bb12af5 Compare June 7, 2026 14:29
@nspo

nspo commented Jun 7, 2026

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fyi @jallmenroeder if you wanna have a look

@Merlijnv We're adding an integration to easyverein.com but this is backwards-compatible with pybarsys-only-invoicing. The EasyVerein integration makes life much easier for the accountants, no need to create payments in Pybarsys any longer and re-invoice.

@nspo

nspo commented Jun 7, 2026

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This is kind of how invoice creation looks now (slightly updated in most recent commit):

c.f. updated screenshot below

There's a live progress bar now, no more waiting forever for the browser to load.

image

PDF invoice sample:

image

@nspo nspo force-pushed the feature/easyverein branch from bb12af5 to 2bd14fd Compare June 7, 2026 14:45
Comment thread barsys/templates/barsys/admin/site_settings.html
@nspo nspo force-pushed the feature/easyverein branch from 2bd14fd to 7b00c31 Compare June 9, 2026 19:31
Add EasyVerein invoicing and user syncing to the admin area:
- Create draft or finalized invoices per user via a background job with a
  live progress page; mirror each as a pybarsys invoice + virtual payment,
  with rollback on failure and dependant purchase notifications.
- Sync pybarsys users to EasyVerein contacts via name matching with
  high/low-confidence suggestions; fetch and attach a contact directly from
  the user create/edit forms.
- Add a SiteSettings model that can be extended later but for now contains
  these EasyVerein settins: API token (with auto-refresh), bank account,
  invoice finalization toggle
- When EasyVerein is active: require self-paying buyers to be linked,
  enforce unique contact links, show link status, and redirect manual
  invoice/payment creation to the EasyVerein flow.
- Bump to Python 3.11 for python-easyverein.

Fixes #13
@nspo nspo force-pushed the feature/easyverein branch from 7b00c31 to bf851de Compare June 9, 2026 19:33
@nspo

nspo commented Jun 9, 2026

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Feature to automatically connect pybarsys users with EasyVerein contacts:

image

Better "invoice creation in progress" screenshot:

image

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Do not show pagination on /admin/statistics/user/by_account_balance/

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