django-orchestra/orchestra/apps/bills/models.py

351 lines
12 KiB
Python

from dateutil.relativedelta import relativedelta
from django.core.validators import ValidationError, RegexValidator
from django.db import models
from django.template import loader, Context
from django.utils import timezone, translation
from django.utils.encoding import force_text
from django.utils.functional import cached_property
from django.utils.translation import ugettext_lazy as _
from orchestra.apps.accounts.models import Account
from orchestra.apps.contacts.models import Contact
from orchestra.core import accounts, validators
from orchestra.utils.html import html_to_pdf
from . import settings
class BillContact(models.Model):
account = models.OneToOneField('accounts.Account', verbose_name=_("account"),
related_name='billcontact')
name = models.CharField(_("name"), max_length=256, blank=True,
help_text=_("Account full name will be used when left blank."))
address = models.TextField(_("address"))
city = models.CharField(_("city"), max_length=128,
default=settings.BILLS_CONTACT_DEFAULT_CITY)
zipcode = models.CharField(_("zip code"), max_length=10,
validators=[RegexValidator(r'^[0-9A-Z]{3,10}$', _("Enter a valid zipcode."))])
country = models.CharField(_("country"), max_length=20,
choices=settings.BILLS_CONTACT_COUNTRIES,
default=settings.BILLS_CONTACT_DEFAULT_COUNTRY)
vat = models.CharField(_("VAT number"), max_length=64)
def __str__(self):
return self.name
def get_name(self):
return self.name or self.account.get_full_name()
def clean(self):
self.vat = self.vat.strip()
self.city = self.city.strip()
validators.all_valid({
'vat': (validators.validate_vat, self.vat, self.country),
'zipcode': (validators.validate_zipcode, self.zipcode, self.country)
})
class BillManager(models.Manager):
def get_queryset(self):
queryset = super(BillManager, self).get_queryset()
if self.model != Bill:
bill_type = self.model.get_class_type()
queryset = queryset.filter(type=bill_type)
return queryset
class Bill(models.Model):
OPEN = ''
PAID = 'PAID'
PENDING = 'PENDING'
BAD_DEBT = 'BAD_DEBT'
PAYMENT_STATES = (
(PAID, _("Paid")),
(PENDING, _("Pending")),
(BAD_DEBT, _("Bad debt")),
)
BILL = 'BILL'
INVOICE = 'INVOICE'
AMENDMENTINVOICE = 'AMENDMENTINVOICE'
FEE = 'FEE'
AMENDMENTFEE = 'AMENDMENTFEE'
PROFORMA = 'PROFORMA'
TYPES = (
(INVOICE, _("Invoice")),
(AMENDMENTINVOICE, _("Amendment invoice")),
(FEE, _("Fee")),
(AMENDMENTFEE, _("Amendment Fee")),
(PROFORMA, _("Pro forma")),
)
number = models.CharField(_("number"), max_length=16, unique=True, blank=True)
account = models.ForeignKey('accounts.Account', verbose_name=_("account"),
related_name='%(class)s')
type = models.CharField(_("type"), max_length=16, choices=TYPES)
created_on = models.DateField(_("created on"), auto_now_add=True)
closed_on = models.DateField(_("closed on"), blank=True, null=True)
is_open = models.BooleanField(_("open"), default=True)
is_sent = models.BooleanField(_("sent"), default=False)
due_on = models.DateField(_("due on"), null=True, blank=True)
updated_on = models.DateField(_("updated on"), auto_now=True)
total = models.DecimalField(max_digits=12, decimal_places=2, default=0)
comments = models.TextField(_("comments"), blank=True)
html = models.TextField(_("HTML"), blank=True)
objects = BillManager()
class Meta:
get_latest_by = 'id'
def __str__(self):
return self.number
@cached_property
def seller(self):
return Account.get_main().billcontact
@cached_property
def buyer(self):
return self.account.billcontact
@cached_property
def payment_state(self):
if self.is_open or self.get_type() == self.PROFORMA:
return self.OPEN
secured = self.transactions.secured().amount()
if secured >= self.total:
return self.PAID
elif self.transactions.exclude_rejected().exists():
return self.PENDING
return self.BAD_DEBT
def get_payment_state_display(self):
value = self.payment_state
return force_text(dict(self.PAYMENT_STATES).get(value, value))
@classmethod
def get_class_type(cls):
return cls.__name__.upper()
def get_type(self):
return self.type or self.get_class_type()
def set_number(self):
cls = type(self)
bill_type = self.get_type()
if bill_type == self.BILL:
raise TypeError('This method can not be used on BILL instances')
prefix = getattr(settings, 'BILLS_%s_NUMBER_PREFIX' % bill_type)
if self.is_open:
prefix = 'O{}'.format(prefix)
bills = cls.objects.filter(number__regex=r'^%s[1-9]+' % prefix)
last_number = bills.order_by('-number').values_list('number', flat=True).first()
if last_number is None:
last_number = 0
else:
last_number = int(last_number[len(prefix)+4:])
number = last_number + 1
year = timezone.now().strftime("%Y")
number_length = settings.BILLS_NUMBER_LENGTH
zeros = (number_length - len(str(number))) * '0'
number = zeros + str(number)
self.number = '{prefix}{year}{number}'.format(prefix=prefix, year=year, number=number)
def get_due_date(self, payment=None):
now = timezone.now()
if payment:
return now + payment.get_due_delta()
return now + relativedelta(months=1)
def close(self, payment=False):
if not self.is_open:
raise TypeError("Bill not in Open state.")
if payment is False:
payment = self.account.paymentsources.get_default()
if not self.due_on:
self.due_on = self.get_due_date(payment=payment)
self.total = self.get_total()
self.html = self.render(payment=payment)
transaction = None
if self.get_type() != self.PROFORMA:
transaction = self.transactions.create(bill=self, source=payment, amount=self.total)
self.closed_on = timezone.now()
self.is_open = False
self.is_sent = False
self.save()
return transaction
def send(self):
html = self.html or self.render()
self.account.send_email(
template=settings.BILLS_EMAIL_NOTIFICATION_TEMPLATE,
context={
'bill': self,
},
contacts=(Contact.BILLING,),
attachments=[
('%s.pdf' % self.number, html_to_pdf(html), 'application/pdf')
]
)
self.is_sent = True
self.save(update_fields=['is_sent'])
def render(self, payment=False, language=None):
if payment is False:
payment = self.account.paymentsources.get_default()
context = Context({
'bill': self,
'lines': self.lines.all().prefetch_related('sublines'),
'seller': self.seller,
'buyer': self.buyer,
'seller_info': {
'phone': settings.BILLS_SELLER_PHONE,
'website': settings.BILLS_SELLER_WEBSITE,
'email': settings.BILLS_SELLER_EMAIL,
'bank_account': settings.BILLS_SELLER_BANK_ACCOUNT,
},
'currency': settings.BILLS_CURRENCY,
'payment': payment and payment.get_bill_context(),
'default_due_date': self.get_due_date(payment=payment),
'now': timezone.now(),
})
template_name = 'BILLS_%s_TEMPLATE' % self.get_type()
template = getattr(settings, template_name, settings.BILLS_DEFAULT_TEMPLATE)
bill_template = loader.get_template(template)
with translation.override(language or self.account.language):
html = bill_template.render(context)
html = html.replace('-pageskip-', '<pdf:nextpage />')
return html
def save(self, *args, **kwargs):
if not self.type:
self.type = self.get_type()
if not self.number or (self.number.startswith('O') and not self.is_open):
self.set_number()
super(Bill, self).save(*args, **kwargs)
def get_subtotals(self):
subtotals = {}
for line in self.lines.all():
subtotal, taxes = subtotals.get(line.tax, (0, 0))
subtotal += line.get_total()
subtotals[line.tax] = (subtotal, (line.tax/100)*subtotal)
return subtotals
def get_total(self):
total = 0
for tax, subtotal in self.get_subtotals().items():
subtotal, taxes = subtotal
total += subtotal + taxes
return total
class Invoice(Bill):
class Meta:
proxy = True
class AmendmentInvoice(Bill):
class Meta:
proxy = True
class Fee(Bill):
class Meta:
proxy = True
class AmendmentFee(Bill):
class Meta:
proxy = True
class ProForma(Bill):
class Meta:
proxy = True
class BillLine(models.Model):
""" Base model for bill item representation """
bill = models.ForeignKey(Bill, verbose_name=_("bill"), related_name='lines')
description = models.CharField(_("description"), max_length=256)
rate = models.DecimalField(_("rate"), blank=True, null=True, max_digits=12, decimal_places=2)
quantity = models.DecimalField(_("quantity"), max_digits=12, decimal_places=2)
subtotal = models.DecimalField(_("subtotal"), max_digits=12, decimal_places=2)
tax = models.DecimalField(_("tax"), max_digits=2, decimal_places=2)
# Undo
# initial = models.DateTimeField(null=True)
# end = models.DateTimeField(null=True)
order = models.ForeignKey(settings.BILLS_ORDER_MODEL, null=True, blank=True,
help_text=_("Informative link back to the order"), on_delete=models.SET_NULL)
order_billed_on = models.DateField(_("order billed"), null=True, blank=True)
order_billed_until = models.DateField(_("order billed until"), null=True, blank=True)
created_on = models.DateField(_("created"), auto_now_add=True)
# Amendment
amended_line = models.ForeignKey('self', verbose_name=_("amended line"),
related_name='amendment_lines', null=True, blank=True)
def __str__(self):
return "#%i" % self.number
@cached_property
def number(self):
lines = type(self).objects.filter(bill=self.bill_id)
return lines.filter(id__lte=self.id).order_by('id').count()
def get_total(self):
""" Computes subline discounts """
total = self.subtotal
for subline in self.sublines.all():
total += subline.total
return total
def undo(self):
# TODO warn user that undoing bills with compensations lead to compensation lost
for attr in ['order_id', 'order_billed_on', 'order_billed_until']:
if not getattr(self, attr):
raise ValidationError(_("Not enough information stored for undoing"))
if self.created_on != self.order.billed_on:
raise ValidationError(_("Dates don't match"))
self.order.billed_until = self.order_billed_until
self.order.billed_on = self.order_billed_on
self.delete()
def save(self, *args, **kwargs):
# TODO cost and consistency of this shit
super(BillLine, self).save(*args, **kwargs)
if self.bill.is_open:
self.bill.total = self.bill.get_total()
self.bill.save(update_fields=['total'])
class BillSubline(models.Model):
""" Subline used for describing an item discount """
VOLUME = 'VOLUME'
COMPENSATION = 'COMPENSATION'
OTHER = 'OTHER'
TYPES = (
(VOLUME, _("Volume")),
(COMPENSATION, _("Compensation")),
(OTHER, _("Other")),
)
# TODO: order info for undoing
line = models.ForeignKey(BillLine, verbose_name=_("bill line"), related_name='sublines')
description = models.CharField(_("description"), max_length=256)
# TODO rename to subtotal
total = models.DecimalField(max_digits=12, decimal_places=2)
type = models.CharField(_("type"), max_length=16, choices=TYPES, default=OTHER)
def save(self, *args, **kwargs):
# TODO cost of this shit
super(BillSubline, self).save(*args, **kwargs)
if self.line.bill.is_open:
self.line.bill.total = self.line.bill.get_total()
self.line.bill.save(update_fields=['total'])
accounts.register(Bill)