feat: add Purchase Orders & Corporate Invoicing (Phase 20)

[JacobCoffee]

Summary

• Purchase Order models: PurchaseOrder, PurchaseOrderLineItem, PurchaseOrderPayment, PurchaseOrderCreditNote with full lifecycle (draft → sent → partially_paid → paid → overpaid → cancelled)
• Service layer: Create PO, record payments, issue credit notes, cancel, status transitions with select_for_update() locking and cancelled-PO guards
• Invoice PDF generation: reportlab-based PDF with conference letterhead, bill-to, line items table, financial summary, payment history (conference-prefixed filenames)
• Stripe Invoicing integration: Create/send/sync Stripe Invoices from POs (card + ACH), webhook handler for invoice.paid events
• QuickBooks Online integration: Create/send/sync QBO invoices via REST API (wire + ACH), OAuth token refresh, payment status sync
• Manage dashboard UI: Full PO management — list with status filters, create form with dynamic line items, detail view with inline payment recording, credit notes, Send PO/Stripe/QBO actions
• Financial dashboard: PO metrics section with status breakdown, revenue/collected/outstanding stats, payments by method, recent POs table
• Django Admin: PurchaseOrderAdmin with readonly payment/credit inlines to prevent bypassing service layer
• Seed data: 8 demo POs covering all lifecycle states (draft, sent, partially paid, fully paid, overpaid, cancelled, credit noted, multi-payment)
• Tests: 43 tests covering models, services, lifecycle guards, admin, send flow, credit-only settlement

Test plan

• Run make dev to seed database, visit /manage/<slug>/purchase-orders/ to test CRUD
• Create a PO, add line items, verify totals compute correctly
• Record partial and full payments, verify status transitions
• Issue credit notes, verify balance adjustments
• Download Invoice PDF, confirm conference name in filename
• Test "Mark as Sent" button on draft POs
• Check /manage/<slug>/financial/ for PO metrics section
• Verify Django admin at /admin/ shows POs with readonly payment/credit inlines
• make ci passes (only pre-existing flaky badge test fails)

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[Copilot]

Pull request overview

Adds a corporate/offline purchase order system to the registration domain, with organizer-facing management UI plus optional integrations for Stripe Invoicing and QuickBooks Online.

Changes:

• Introduces Purchase Order data model + service layer for lifecycle, payments, credits, and PDF invoice generation.
• Adds organizer dashboard views/URLs/templates and admin registration for managing purchase orders (plus financial dashboard rollups).
• Adds new external integration modules for Stripe Invoice creation/sync and QBO invoice creation/sync (and adds httpx dependency + QBO credential fields on Conference).

Reviewed changes

Copilot reviewed 25 out of 26 changed files in this pull request and generated 15 comments.

Show a summary per file

File	Description
uv.lock	Adds httpx to the locked dependency set.
pyproject.toml	Adds httpx>=0.28.1 dependency.
tests/test_registration/test_purchase_orders.py	Adds unit/integration tests for PO models + PO service layer.
src/django_program/registration/services/stripe_invoicing.py	Implements Stripe Invoice creation + sync + webhook handler for POs.
src/django_program/registration/services/qbo_invoicing.py	Implements QBO invoice creation + sync + webhook handler for POs (via httpx).
src/django_program/registration/services/purchase_orders.py	Adds PO service layer: create, pay, credit, status updates, cancel, PDF generation.
src/django_program/registration/purchase_order.py	Adds PO-related Django models (PO, line items, payments, credit notes).
src/django_program/registration/models.py	Re-exports PO models via registration.models and __all__.
src/django_program/registration/migrations/0020_purchaseorder_purchaseordercreditnote_and_more.py	Creates the new PO models.
src/django_program/registration/migrations/0021_add_qbo_invoice_fields.py	Adds Stripe/QBO invoice ID+URL fields to PurchaseOrder.
src/django_program/registration/admin.py	Registers PurchaseOrder admin with inlines for line items/payments/credits.
src/django_program/manage/views_purchase_orders.py	Adds organizer dashboard views for listing/creating/managing POs + invoice actions.
src/django_program/manage/urls_purchase_orders.py	Adds manage URL routing for PO dashboard endpoints.
src/django_program/manage/urls.py	Mounts purchase order URL routes under the manage area.
src/django_program/manage/views_financial.py	Adds purchase order rollups to financial dashboard context.
src/django_program/manage/templates/django_program/manage/purchase_order_list.html	Adds PO list page template (filtering + table).
src/django_program/manage/templates/django_program/manage/purchase_order_form.html	Adds PO creation form template + JS for line items.
src/django_program/manage/templates/django_program/manage/purchase_order_detail.html	Adds PO detail page template (line items, payments, credits, actions).
src/django_program/manage/templates/django_program/manage/financial_dashboard.html	Displays new PO rollups/sections on financial dashboard.
src/django_program/manage/templates/django_program/manage/base.html	Adds collapsible sidebar UI behavior + Purchase Orders nav link.
src/django_program/manage/views.py	Extends conference edit to include KPI targets form handling.
src/django_program/manage/forms.py	Adds KPITargetsForm.
src/django_program/manage/templates/django_program/manage/conference_edit.html	Adds KPI Targets section to conference edit page.
src/django_program/conference/models.py	Adds QBO credential/token fields to Conference.
src/django_program/conference/migrations/0010_add_qbo_fields.py	Migrates the new QBO fields onto Conference.
examples/seed.py	Seeds KPI targets + purchase orders into example dataset.

Comments suppressed due to low confidence (1)

src/django_program/manage/views.py:873

• ConferenceEditView.post() routes successful submissions through _forms_valid(), which calls super().form_valid(form) and bypasses this class’s form_valid() override (so the success flash message won’t be set). Consider calling self.form_valid(form) (or moving the messaging logic into _forms_valid) so behavior stays consistent.

    def _forms_valid(self, form: ConferenceForm, kpi_form: KPITargetsForm) -> HttpResponse:
        """Save both the conference and KPI targets forms."""
        response = super().form_valid(form)
        kpi = kpi_form.save(commit=False)
        kpi.conference = self.conference
        kpi.save()
        return response

    def form_valid(self, form: ConferenceForm) -> HttpResponse:
        """Save the form and add a success message.

        Args:
            form: The validated conference form.

        Returns:
            A redirect response to the success URL.
        """
        messages.success(self.request, "Conference updated successfully.")
        return super().form_valid(form)

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