Added support for ProForma bills

orchestra/apps/bills/admin.py

@@ -13,8 +13,8 @@ from orchestra.apps.accounts.admin import AccountAdminMixin
 from . import settings
 from .actions import download_bills, view_bill, close_bills, send_bills
 from .filters import BillTypeListFilter
-from .models import (Bill, Invoice, AmendmentInvoice, Fee, AmendmentFee, Budget,
+from .models import (Bill, Invoice, AmendmentInvoice, Fee, AmendmentFee, ProForma,
-        BillLine, BudgetLine)
+        BillLine)
 
 
 class BillLineInline(admin.TabularInline):
@@ -46,11 +46,6 @@ class BillLineInline(admin.TabularInline):
         return super(BillLineInline, self).formfield_for_dbfield(db_field, **kwargs)
 
 
-class BudgetLineInline(BillLineInline):
-    model = Budget
-    fields = ('description', 'rate', 'amount', 'tax', 'total')
-
-
 class BillAdmin(AccountAdminMixin, ExtendedModelAdmin):
     list_display = (
         'number', 'status', 'type_link', 'account_link', 'created_on_display',
@@ -77,8 +72,8 @@ class BillAdmin(AccountAdminMixin, ExtendedModelAdmin):
     created_on_display = admin_date('created_on')
     
     def num_lines(self, bill):
-        return bill.billlines__count
+        return bill.lines__count
-    num_lines.admin_order_field = 'billlines__count'
+    num_lines.admin_order_field = 'lines__count'
     num_lines.short_description = _("lines")
     
     def display_total(self, bill):
@@ -120,8 +115,6 @@ class BillAdmin(AccountAdminMixin, ExtendedModelAdmin):
         return [action for action in actions if action.__name__ not in discard]
     
     def get_inline_instances(self, request, obj=None):
-        if self.model is Budget:
-            self.inlines = [BudgetLineInline]
         # Make parent object available for inline.has_add_permission()
         request.__bill__ = obj
         return super(BillAdmin, self).get_inline_instances(request, obj=obj)
@@ -136,8 +129,8 @@ class BillAdmin(AccountAdminMixin, ExtendedModelAdmin):
         
     def get_queryset(self, request):
         qs = super(BillAdmin, self).get_queryset(request)
-        qs = qs.annotate(models.Count('billlines'))
+        qs = qs.annotate(models.Count('lines'))
-        qs = qs.prefetch_related('billlines', 'billlines__sublines')
+        qs = qs.prefetch_related('lines', 'lines__sublines')
         return qs
 
 #    def change_view(self, request, object_id, **kwargs):
@@ -154,4 +147,4 @@ admin.site.register(Invoice, BillAdmin)
 admin.site.register(AmendmentInvoice, BillAdmin)
 admin.site.register(Fee, BillAdmin)
 admin.site.register(AmendmentFee, BillAdmin)
-admin.site.register(Budget, BillAdmin)
+admin.site.register(ProForma, BillAdmin)

orchestra/apps/bills/filters.py

@@ -19,7 +19,7 @@ class BillTypeListFilter(SimpleListFilter):
             ('amendmentinvoice', _("Amendment invoice")),
             ('fee', _("Fee")),
             ('fee', _("Amendment fee")),
-            ('budget', _("Budget")),
+            ('proforma', _("Pro-forma")),
         )
     
 

orchestra/apps/bills/migrations/0004_auto_20140911_1234.py

@@ -0,0 +1,19 @@
+# -*- coding: utf-8 -*-
+from __future__ import unicode_literals
+
+from django.db import models, migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('bills', '0003_bill_total'),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name='bill',
+            name='total',
+            field=models.DecimalField(default=0, max_digits=12, decimal_places=2),
+        ),
+    ]

orchestra/apps/bills/migrations/0005_auto_20140911_1234.py

@@ -0,0 +1,19 @@
+# -*- coding: utf-8 -*-
+from __future__ import unicode_literals
+
+from django.db import models, migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('bills', '0004_auto_20140911_1234'),
+    ]
+
+    operations = [
+        migrations.RenameField(
+            model_name='billsubline',
+            old_name='bill_line',
+            new_name='line',
+        ),
+    ]

orchestra/apps/bills/migrations/0006_auto_20140911_1238.py

@@ -0,0 +1,59 @@
+# -*- coding: utf-8 -*-
+from __future__ import unicode_literals
+
+from django.db import models, migrations
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('bills', '0005_auto_20140911_1234'),
+    ]
+
+    operations = [
+        migrations.RemoveField(
+            model_name='budgetline',
+            name='bill',
+        ),
+        migrations.DeleteModel(
+            name='BudgetLine',
+        ),
+        migrations.DeleteModel(
+            name='Budget',
+        ),
+        migrations.CreateModel(
+            name='ProForma',
+            fields=[
+            ],
+            options={
+                'proxy': True,
+            },
+            bases=('bills.bill',),
+        ),
+        migrations.RemoveField(
+            model_name='billline',
+            name='auto',
+        ),
+        migrations.RemoveField(
+            model_name='billline',
+            name='order_billed_until',
+        ),
+        migrations.RemoveField(
+            model_name='billline',
+            name='order_id',
+        ),
+        migrations.RemoveField(
+            model_name='billline',
+            name='order_last_bill_date',
+        ),
+        migrations.AlterField(
+            model_name='bill',
+            name='type',
+            field=models.CharField(max_length=16, verbose_name='type', choices=[(b'INVOICE', 'Invoice'), (b'AMENDMENTINVOICE', 'Amendment invoice'), (b'FEE', 'Fee'), (b'AMENDMENTFEE', 'Amendment Fee'), (b'PROFORMA', 'Pro forma')]),
+        ),
+        migrations.AlterField(
+            model_name='billline',
+            name='bill',
+            field=models.ForeignKey(related_name=b'lines', verbose_name='bill', to='bills.Bill'),
+        ),
+    ]

orchestra/apps/bills/models.py

@@ -43,7 +43,7 @@ class Bill(models.Model):
         ('AMENDMENTINVOICE', _("Amendment invoice")),
         ('FEE', _("Fee")),
         ('AMENDMENTFEE', _("Amendment Fee")),
-        ('BUDGET', _("Budget")),
+        ('PROFORMA', _("Pro forma")),
     )
     
     number = models.CharField(_("number"), max_length=16, unique=True,
@@ -74,10 +74,6 @@ class Bill(models.Model):
     def buyer(self):
         return self.account.invoicecontact
     
-    @property
-    def lines(self):
-        return self.billlines
-    
     @classmethod
     def get_class_type(cls):
         return cls.__name__.upper()
@@ -210,28 +206,22 @@ class AmendmentFee(Bill):
         proxy = True
 
 
-class Budget(Bill):
+class ProForma(Bill):
     class Meta:
         proxy = True
-    
-    @property
-    def lines(self):
-        return self.budgetlines
 
 
-class BaseBillLine(models.Model):
+class BillLine(models.Model):
     """ Base model for bill item representation """
-    bill = models.ForeignKey(Bill, verbose_name=_("bill"),
+    bill = models.ForeignKey(Bill, verbose_name=_("bill"), related_name='lines')
-            related_name='%(class)ss')
     description = models.CharField(_("description"), max_length=256)
     rate = models.DecimalField(_("rate"), blank=True, null=True,
             max_digits=12, decimal_places=2)
     amount = models.DecimalField(_("amount"), max_digits=12, decimal_places=2)
     total = models.DecimalField(_("total"), max_digits=12, decimal_places=2)
     tax = models.PositiveIntegerField(_("tax"))
-    
+    amended_line = models.ForeignKey('self', verbose_name=_("amended line"),
-    class Meta:
+            related_name='amendment_lines', null=True, blank=True)
-        abstract = True
     
     def __unicode__(self):
         return "#%i" % self.number
@@ -241,19 +231,6 @@ class BaseBillLine(models.Model):
         lines = type(self).objects.filter(bill=self.bill_id)
         return lines.filter(id__lte=self.id).order_by('id').count()
     
-
-class BudgetLine(BaseBillLine):
-    pass
-
-
-class BillLine(BaseBillLine):
-    order_id = models.PositiveIntegerField(blank=True, null=True)
-    order_last_bill_date = models.DateTimeField(null=True)
-    order_billed_until = models.DateTimeField(null=True)
-    auto = models.BooleanField(default=False)
-    amended_line = models.ForeignKey('self', verbose_name=_("amended line"),
-            related_name='amendment_lines', null=True, blank=True)
-    
     def get_total(self):
         """ Computes subline discounts """
         subtotal = self.total
@@ -271,7 +248,7 @@ class BillLine(BaseBillLine):
 
 class BillSubline(models.Model):
     """ Subline used for describing an item discount """
-    bill_line = models.ForeignKey(BillLine, verbose_name=_("bill line"),
+    line = models.ForeignKey(BillLine, verbose_name=_("bill line"),
             related_name='sublines')
     description = models.CharField(_("description"), max_length=256)
     total = models.DecimalField(max_digits=12, decimal_places=2)
@@ -284,4 +261,5 @@ class BillSubline(models.Model):
             self.line.bill.total = self.line.bill.get_total()
             self.line.bill.save()
 
+
 accounts.register(Bill)

orchestra/apps/bills/settings.py

@@ -11,13 +11,14 @@ BILLS_FEE_NUMBER_PREFIX = getattr(settings, 'BILLS_FEE_NUMBER_PREFIX', 'F')
 
 BILLS_AMENDMENT_FEE_NUMBER_PREFIX = getattr(settings, 'BILLS_AMENDMENT_FEE_NUMBER_PREFIX', 'B')
 
-BILLS_BUDGET_NUMBER_PREFIX = getattr(settings, 'BILLS_BUDGET_NUMBER_PREFIX', 'Q')
+BILLS_PROFORMA_NUMBER_PREFIX = getattr(settings, 'BILLS_PROFORMA_NUMBER_PREFIX', 'P')
 
 
 BILLS_DEFAULT_TEMPLATE = getattr(settings, 'BILLS_DEFAULT_TEMPLATE', 'bills/microspective.html')
 
 BILLS_FEE_TEMPLATE = getattr(settings, 'BILLS_FEE_TEMPLATE', 'bills/microspective-fee.html')
 
+BILLS_PROFORMA_TEMPLATE = getattr(settings, 'BILLS_PROFORMA_TEMPLATE', 'bills/microspective-proforma.html')
 
 
 

orchestra/apps/bills/templates/bills/microspective-proforma.html

@@ -0,0 +1,9 @@
+{% extends 'bills/microspective.html' %}
+
+{% block head %}
+<style type="text/css">
+    {% with color="#2C5899" %}
+    {% include 'bills/microspective.css' %}
+    {% endwith %}
+</style>
+{% endblock %}

orchestra/apps/bills/templates/bills/microspective.html

@@ -14,7 +14,7 @@
 {% block header %}
 <div id="logo">
     {% block logo %}
-    <div style="border-bottom:5px solid grey; color:grey; font-size:30; margin-right: 20px;">
+    <div style="border-bottom:5px solid {{ color }}; color:{{ color }}; font-size:30; margin-right: 20px;">
     YOUR<br>
     LOGO<br>
     HERE<br>

orchestra/apps/orders/actions.py

@@ -37,9 +37,13 @@ class BillSelectedOrders(object):
                 self.options = dict(
                     billing_point=form.cleaned_data['billing_point'],
                     fixed_point=form.cleaned_data['fixed_point'],
+                    is_proforma=form.cleaned_data['is_proforma'],
                     create_new_open=form.cleaned_data['create_new_open'],
                 )
-                return self.select_related(request)
+                if int(request.POST.get('step')) != 3:
+                    return self.select_related(request)
+                else:
+                    return self.confirmation(request)
         self.context.update({
             'title': _("Options for billing selected orders, step 1 / 3"),
             'step': 1,
@@ -55,7 +59,7 @@ class BillSelectedOrders(object):
             form = BillSelectRelatedForm(request.POST, initial=self.options)
             if form.is_valid():
                 select_related = form.cleaned_data['selected_related']
-                self.options['selected_related'] = select_related
+                self.queryset = self.queryset | select_related
                 return self.confirmation(request)
         self.context.update({
             'title': _("Select related order for billing, step 2 / 3"),
@@ -89,6 +93,5 @@ class BillSelectedOrders(object):
             'step': 3,
             'form': form,
             'bills': bills,
-            'selected_related_objects': self.options['selected_related']
         })
         return render(request, self.template, self.context)

orchestra/apps/orders/billing.py

@@ -2,42 +2,44 @@ import datetime
 
 from django.utils.translation import ugettext_lazy as _
 
-from orchestra.apps.bills.models import Invoice, Fee, BillLine, BillSubline
+from orchestra.apps.bills.models import Invoice, Fee, ProForma, BillLine, BillSubline
 
 
 class BillsBackend(object):
-    def create_bills(self, account, lines):
+    def create_bills(self, account, lines, **options):
-        invoice = None
+        bill = None
         bills = []
+        create_new = options.get('create_new_open', False)
+        is_proforma = options.get('is_proforma', False)
         for line in lines:
             service = line.order.service
-            if service.is_fee:
+            # Create bill if needed
-                fee, __ = Fee.objects.get_or_create(account=account, status=Fee.OPEN)
+            if bill is None or service.is_fee:
-                storedline = fee.lines.create(
+                if is_proforma:
-                        rate=service.nominal_price,
+                    if create_new:
-                        amount=line.size,
+                        bill = ProForma.objects.create(account=account)
-                        total=line.subtotal, tax=0,
+                    else:
-                        description=self.format_period(line.ini, line.end),
+                        bill, __ = ProForma.objects.get_or_create(account=account,
-                )
+                                status=ProForma.OPEN)
-                self.create_sublines(storedline, line.discounts)
+                elif service.is_fee:
-                bills.append(fee)
+                    bill = Fee.objects.create(account=account)
-            else:
+                else:
-                if invoice is None:
+                    if create_new:
-                    invoice, __ = Invoice.objects.get_or_create(account=account,
+                        bill = Invoice.objects.create(account=account)
-                            status=Invoice.OPEN)
+                    else:
-                    bills.append(invoice)
+                        bill, __ = Invoice.objects.get_or_create(account=account,
-                description = line.order.description 
+                                status=Invoice.OPEN)
-                if service.billing_period != service.NEVER:
+                bills.append(bill)
-                    description += " %s" % self.format_period(line.ini, line.end)
+            # Create bill line
-                storedline = invoice.lines.create(
+            billine = bill.lines.create(
-                    description=description,
                     rate=service.nominal_price,
                     amount=line.size,
-                    # TODO rename line.total > subtotal
                     total=line.subtotal,
                     tax=service.tax,
-                )
+                    description=self.get_line_description(line),
-                self.create_sublines(storedline, line.discounts)
+            )
+            self.create_sublines(billine, line.discounts)
+        print bills
         return bills
     
     def format_period(self, ini, end):
@@ -47,6 +49,15 @@ class BillsBackend(object):
             return ini
         return _("{ini} to {end}").format(ini=ini, end=end)
     
+    def get_line_description(self, line):
+        service = line.order.service
+        if service.is_fee:
+            return self.format_period(line.ini, line.end)
+        else:
+            description = line.order.description
+            if service.billing_period != service.NEVER:
+                description += " %s" % self.format_period(line.ini, line.end)
+            return description
     
     def create_sublines(self, line, discounts):
         for discount in discounts:

orchestra/apps/orders/forms.py

@@ -18,11 +18,15 @@ class BillSelectedOptionsForm(AdminFormMixin, forms.Form):
             label=_("fixed point"),
             help_text=_("Deisgnates whether you want the billing point to be an "
                         "exact date, or adapt it to the billing period."))
+    is_proforma = forms.BooleanField(initial=False, required=False,
+            label=_("Pro-forma, billing simulation"),
+            help_text=_("O."))
     create_new_open = forms.BooleanField(initial=False, required=False,
             label=_("Create a new open bill"),
             help_text=_("Deisgnates whether you want to put this orders on a new "
                         "open bill, or allow to reuse an existing one."))
 
+
 def selected_related_choices(queryset):
     for order in queryset:
         verbose = '<a href="{order_url}">{description}</a> '
@@ -40,6 +44,7 @@ class BillSelectRelatedForm(AdminFormMixin, forms.Form):
             required=False)
     billing_point = forms.DateField(widget=forms.HiddenInput())
     fixed_point = forms.BooleanField(widget=forms.HiddenInput(), required=False)
+    is_proforma = forms.BooleanField(widget=forms.HiddenInput(), required=False)
     create_new_open = forms.BooleanField(widget=forms.HiddenInput(), required=False)
     
     def __init__(self, *args, **kwargs):
@@ -51,8 +56,7 @@ class BillSelectRelatedForm(AdminFormMixin, forms.Form):
 
 
 class BillSelectConfirmationForm(AdminFormMixin, forms.Form):
-#    selected_related = forms.ModelMultipleChoiceField(queryset=Order.objects.none(),
-#            widget=forms.HiddenInput(), required=False)
     billing_point = forms.DateField(widget=forms.HiddenInput())
     fixed_point = forms.BooleanField(widget=forms.HiddenInput(), required=False)
+    is_proforma = forms.BooleanField(widget=forms.HiddenInput(), required=False)
     create_new_open = forms.BooleanField(widget=forms.HiddenInput(), required=False)

orchestra/apps/orders/models.py

@@ -316,7 +316,7 @@ class OrderQuerySet(models.QuerySet):
                 lines = service.handler.generate_bill_lines(orders, **options)
                 bill_lines.extend(lines)
             if commit:
-                bills += bill_backend.create_bills(account, bill_lines)
+                bills += bill_backend.create_bills(account, bill_lines, **options)
             else:
                 bills += [(account, bill_lines)]
         return bills

orchestra/apps/orders/templates/admin/orders/order/bill_selected_options.html

@@ -60,13 +60,11 @@
             </div>
             </div>
             {% endfor %}
+            {{ form.as_table }}
         {% else %}
             {{ form.as_admin }}
         {% endif %}
     </div>
-    {% for obj in selected_related_objects %}
-    <input type="hidden" name="selected_related" value="{{ obj.pk|unlocalize }}" />
-    {% endfor %}
     {% for obj in queryset %}
     <input type="hidden" name="{{ action_checkbox_name }}" value="{{ obj.pk|unlocalize }}" />
     {% endfor %}