from django.db import models from django.core.exceptions import ValidationError from core.models import CompanySetting class Unit(models.Model): name = models.CharField( max_length=50, verbose_name="Bezeichnung" ) short_name = models.CharField( max_length=20, verbose_name="Kürzel" ) class Meta: verbose_name = "Einheit" verbose_name_plural = "Einheiten" ordering = ["name"] def __str__(self): return self.name class Customer(models.Model): class CustomerType(models.TextChoices): PRIVATE = "private", "Privat" COMPANY = "company", "Unternehmen" customer_number = models.CharField(max_length=50, unique=True, verbose_name="Kunden-ID") customer_type = models.CharField(max_length=20, choices=CustomerType.choices, default=CustomerType.COMPANY, verbose_name="Kundentyp") company_name = models.CharField(max_length=255, verbose_name="Firmenname / Kundenname") tax_number = models.CharField(max_length=100, blank=True, verbose_name="Steuernummer") vat_number = models.CharField(max_length=100, blank=True, verbose_name="UST-IdNr") phone = models.CharField(max_length=100, blank=True, verbose_name="Telefon") email = models.EmailField(blank=True, verbose_name="E-Mail") active = models.BooleanField(default=True, verbose_name="Status") created_at = models.DateTimeField(auto_now_add=True) updated_at = models.DateTimeField(auto_now=True) class Meta: verbose_name = "Kunde" verbose_name_plural = "Kunden" ordering = ["company_name"] def __str__(self): return f"{self.customer_number} - {self.company_name}" class CustomerContact(models.Model): customer = models.ForeignKey(Customer, on_delete=models.CASCADE, related_name="contacts", verbose_name="Kunde") first_name = models.CharField(max_length=150, verbose_name="Vorname") last_name = models.CharField(max_length=150, verbose_name="Nachname") email = models.EmailField(blank=True, verbose_name="E-Mail") phone = models.CharField(max_length=100, blank=True, verbose_name="Telefon") class Meta: verbose_name = "Ansprechpartner" verbose_name_plural = "Ansprechpartner" ordering = ["last_name", "first_name"] def __str__(self): return f"{self.first_name} {self.last_name}" class CustomerLocation(models.Model): customer = models.ForeignKey(Customer, on_delete=models.CASCADE, related_name="locations", verbose_name="Kunde") name = models.CharField(max_length=255, verbose_name="Bezeichnung") zip_code = models.CharField(max_length=20, blank=True, verbose_name="PLZ") city = models.CharField(max_length=255, blank=True, verbose_name="Ort") street = models.CharField(max_length=255, blank=True, verbose_name="Adresse") country = models.CharField(max_length=100, blank=True, verbose_name="Land") class Meta: verbose_name = "Standort" verbose_name_plural = "Standorte" ordering = ["name"] def __str__(self): return self.name class Item(models.Model): class ItemType(models.TextChoices): SERVICE = "service", "Dienstleistung" PRODUCT = "product", "Ware" item_type = models.CharField(max_length=20, choices=ItemType.choices, default=ItemType.PRODUCT, verbose_name="Art") description = models.CharField(max_length=255, verbose_name="Beschreibung") unit = models.ForeignKey(Unit,on_delete=models.PROTECT,related_name="item_items",verbose_name="Einheit") price_net = models.DecimalField(max_digits=10, decimal_places=2, verbose_name="Preis Netto") tax_rate = models.DecimalField( max_digits=5, decimal_places=2, default=19.00, verbose_name="MwSt. Satz (%)" ) created_at = models.DateTimeField(auto_now_add=True) class Meta: verbose_name = "Posten" verbose_name_plural = "Posten" ordering = ["description"] def __str__(self): return self.description class Invoice(models.Model): class Status(models.TextChoices): DRAFT = "draft", "Entwurf" SENT = "sent", "Versendet" PAID = "paid", "Bezahlt" OVERDUE = "overdue", "Überfällig" CANCELED = "canceled", "Storniert" invoice_number = models.CharField(max_length=50,verbose_name="Rechnungsnummer", blank=True) customer = models.ForeignKey(Customer, on_delete=models.PROTECT, related_name="invoices", null=True, blank=True, verbose_name="Kunde") project = models.ForeignKey("projects.Project", on_delete=models.SET_NULL, null=True, blank=True, related_name="invoices", verbose_name="Projekt") status = models.CharField(max_length=20, choices=Status.choices, default=Status.DRAFT, verbose_name="Status") issue_date = models.DateField(verbose_name="Rechnungsdatum") due_date = models.DateField(null=True, blank=True, verbose_name="Fälligkeitsdatum") note = models.TextField(blank=True, verbose_name="Notiz") created_at = models.DateTimeField(auto_now_add=True) pdf_file = models.FileField(upload_to="invoice_pdfs/",null=True,blank=True,verbose_name="PDF") pdf_generated_at = models.DateTimeField(null=True,blank=True,verbose_name="PDF erstellt am") cancel_number = models.CharField(max_length=50,unique=True,null=True,blank=True,verbose_name="Stornorechnungsnummer") pdf_canceled_file = models.FileField(upload_to="invoice_pdfs/",null=True,blank=True,verbose_name="Stornorechnung") pdf_canceled_generated_at = models.DateTimeField(null=True,blank=True,verbose_name="Stornorechnung erstellt am") tax_number = models.CharField(max_length=100, blank=True, verbose_name="Steuernummer Kunde") vat_number = models.CharField(max_length=100, blank=True, verbose_name="USt-IdNr Kunde") contact_name = models.CharField(max_length=255, verbose_name="Ansprechpartner") contact_email = models.EmailField(blank=True, verbose_name="E-Mail Ansprechpartner") contact_phone = models.CharField(max_length=100, blank=True, verbose_name="Telefon Ansprechpartner") location_name = models.CharField(max_length=255, verbose_name="Standort") location_street = models.CharField(max_length=255, blank=True, verbose_name="Straße") location_city = models.CharField(max_length=255, blank=True, verbose_name="Ort") location_zip = models.CharField(max_length=20, blank=True, verbose_name="PLZ") location_country = models.CharField(max_length=100, blank=True, verbose_name="Land") class Meta: verbose_name = "Rechnung" verbose_name_plural = "Rechnungen" ordering = ["-issue_date"] def save(self, *args, **kwargs): if self.pk: old = Invoice.objects.get(pk=self.pk) if old.status in [ self.Status.SENT, self.Status.PAID, self.Status.CANCELED, ]: protected_fields = [ field.name for field in self._meta.fields if field.name not in [ "status", "pdf_file", "pdf_generated_at", "created_at", "pdf_canceled_file", "pdf_canceled_generated_at", "cancel_number", ] ] for field in protected_fields: if getattr(old, field) != getattr(self, field): raise ValidationError( "Eine finale Rechnung kann nicht mehr bearbeitet werden." ) super().save(*args, **kwargs) def __str__(self): return self.invoice_number class InvoiceItem(models.Model): invoice = models.ForeignKey(Invoice,on_delete=models.CASCADE,related_name="items",verbose_name="Rechnung") source_type = models.CharField(max_length=20,choices=[("item","Artikel"),("time","Zeiterfassung"),("expense","Ausgabe"),],default="item",verbose_name="Quelle",) item = models.ForeignKey(Item,on_delete=models.SET_NULL,null=True,blank=True,verbose_name="Artikel") # Quelle 1 time_entry = models.ForeignKey("time_tracking.TimeEntry",on_delete=models.SET_NULL,null=True,blank=True,verbose_name="Zeiterfassung") # Quelle 2 expense = models.ForeignKey("finance.Expense",on_delete=models.SET_NULL,null=True,blank=True,verbose_name="Ausgabe") # Quelle 3 description = models.CharField(max_length=255,verbose_name="Beschreibung") quantity = models.DecimalField(max_digits=10,decimal_places=2,default=1,verbose_name="Menge") unit = models.CharField(max_length=50,verbose_name="Einheit") unit_price_net = models.DecimalField(max_digits=10,decimal_places=2,verbose_name="Einzelpreis Netto") unit_tax_rate = models.DecimalField(max_digits=5,decimal_places=2,default=19.00,verbose_name="MwSt. Satz (%)") service_period_from = models.DateField(null=True,blank=True,verbose_name="Leistungszeitraum von",) service_period_to = models.DateField(null=True,blank=True,verbose_name="Leistungszeitraum bis",) created_at = models.DateTimeField(auto_now_add=True) @property def calculated_total_net(self): return self.quantity * self.unit_price_net class Meta: verbose_name = "Rechnungsposition" verbose_name_plural = "Rechnungspositionen" def clean(self): sources = [ self.item, self.time_entry, self.expense, ] selected = sum(1 for s in sources if s) if selected != 1: raise ValidationError( "Genau eine Quelle muss ausgewählt werden." ) def __str__(self): return self.description class Reminder(models.Model): class Status(models.TextChoices): DRAFT = "draft", "Entwurf" SENT = "sent", "Versendet" PAID = "paid", "Bezahlt" #PARTIALLY_PAID = "partial", "Teilweise bezahlt" CANCELED = "canceled", "Storniert" EXPIRED = "expired", "Frist abgelaufen" invoice = models.ForeignKey("Invoice",on_delete=models.PROTECT,related_name="reminders",verbose_name="Rechnung") reminder_number = models.CharField(max_length=50,verbose_name="Mahnungsnummer", blank=True) status = models.CharField( max_length=20, choices=Status.choices, default=Status.DRAFT, verbose_name="Status", ) level = models.PositiveSmallIntegerField(default=1,verbose_name="Mahnstufe",help_text="1 = Erste Mahnung, 2 = Zweite Mahnung, 3 = Letzte Mahnung",) issue_date = models.DateField(verbose_name="Mahndatum",) due_date = models.DateField(null=True,blank=True,verbose_name="Neue Zahlungsfrist",) fee = models.DecimalField(max_digits=10,decimal_places=2,default=0,verbose_name="Mahngebühr",) note = models.TextField(blank=True,verbose_name="Hinweis",) pdf_file = models.FileField(upload_to="reminder_pdfs/",null=True,blank=True,verbose_name="PDF",) pdf_generated_at = models.DateTimeField(null=True,blank=True,verbose_name="PDF erstellt am",) created_at = models.DateTimeField(auto_now_add=True,) class Meta: ordering = ["-created_at"] verbose_name = "Mahnung" verbose_name_plural = "Mahnungen" def __str__(self): return self.reminder_number class Offer(models.Model): class Status(models.TextChoices): DRAFT = "draft", "Entwurf" SENT = "sent", "Versendet" ACCEPTED = "accepted", "Akzeptiert" REJECTED = "rejected", "Abgelehnt" EXPIRED = "expired", "Ausgelaufen" offer_number = models.CharField(max_length=50,verbose_name="Angebotsnummer", blank=True) customer = models.ForeignKey( Customer, on_delete=models.PROTECT, related_name="offers", null=True, blank=True, verbose_name="Kunde", ) status = models.CharField( max_length=20, choices=Status.choices, default=Status.DRAFT, verbose_name="Status", ) issue_date = models.DateField( verbose_name="Angebotsdatum", ) due_date = models.DateField( null=True, blank=True, verbose_name="Gültig bis", ) note = models.TextField( blank=True, verbose_name="Notiz", ) created_at = models.DateTimeField( auto_now_add=True, ) pdf_file = models.FileField( upload_to="offer_pdfs/", null=True, blank=True, verbose_name="PDF", ) pdf_generated_at = models.DateTimeField( null=True, blank=True, verbose_name="PDF erstellt am", ) tax_number = models.CharField( max_length=100, blank=True, verbose_name="Steuernummer Kunde", ) vat_number = models.CharField( max_length=100, blank=True, verbose_name="USt-IdNr Kunde", ) contact_name = models.CharField( max_length=255, verbose_name="Ansprechpartner", ) contact_email = models.EmailField( blank=True, verbose_name="E-Mail Ansprechpartner", ) contact_phone = models.CharField( max_length=100, blank=True, verbose_name="Telefon Ansprechpartner", ) location_name = models.CharField( max_length=255, verbose_name="Standort", ) location_street = models.CharField( max_length=255, blank=True, verbose_name="Straße", ) location_city = models.CharField( max_length=255, blank=True, verbose_name="Ort", ) location_zip = models.CharField( max_length=20, blank=True, verbose_name="PLZ", ) location_country = models.CharField( max_length=100, blank=True, verbose_name="Land", ) class Meta: verbose_name = "Angebot" verbose_name_plural = "Angebote" ordering = ["-issue_date"] def save(self, *args, **kwargs): if self.pk: old = Offer.objects.get(pk=self.pk) if old.status in [ self.Status.ACCEPTED, self.Status.REJECTED, self.Status.EXPIRED, ]: protected_fields = [ field.name for field in self._meta.fields if field.name not in [ "status", "pdf_file", "pdf_generated_at", ] ] for field in protected_fields: if getattr(old, field) != getattr(self, field): raise ValidationError( "Ein finales Angebot kann nicht mehr bearbeitet werden." ) super().save(*args, **kwargs) def __str__(self): return self.offer_number class OfferItem(models.Model): offer = models.ForeignKey( Offer, on_delete=models.CASCADE, related_name="items", verbose_name="Angebot", ) item = models.ForeignKey( Item, on_delete=models.SET_NULL, null=True, blank=True, verbose_name="Artikel", ) description = models.CharField( max_length=255, verbose_name="Beschreibung", ) quantity = models.DecimalField( max_digits=10, decimal_places=2, default=1, verbose_name="Menge", ) unit = models.CharField( max_length=50, verbose_name="Einheit", ) unit_price_net = models.DecimalField( max_digits=10, decimal_places=2, verbose_name="Einzelpreis Netto", ) unit_tax_rate = models.DecimalField( max_digits=5, decimal_places=2, default=19.00, verbose_name="MwSt. Satz (%)", ) created_at = models.DateTimeField( auto_now_add=True, ) @property def calculated_total_net(self): return self.quantity * self.unit_price_net class Meta: verbose_name = "Angebotsposition" verbose_name_plural = "Angebotspositionen" def __str__(self): return self.description class DocumentNumberSettings(models.Model): company = models.OneToOneField(CompanySetting,on_delete=models.CASCADE,related_name="number_settings",verbose_name="Unternehmen") invoice_format = models.CharField(max_length=100,default="RE-{year}-{number}",verbose_name="Rechnungsformat") invoice_next_number = models.PositiveIntegerField(default=1,verbose_name="Rechnungs ID (nächste)") cancel_format = models.CharField(max_length=100,default="ST-{year}-{number}",verbose_name="Stornoformat") cancel_next_number = models.PositiveIntegerField(default=1,verbose_name="Storno ID (nächste)") offer_format = models.CharField(max_length=100,default="ANG-{year}-{number}",verbose_name="Angebotsformat") offer_next_number = models.PositiveIntegerField(default=1,verbose_name="Angebots ID (nächste)") reminder_format = models.CharField(max_length=100,default="M-{year}-{number}",verbose_name="Mahnungsformat") reminder_next_number = models.PositiveIntegerField(default=1,verbose_name="Mahnungs ID (nächste)") class Meta: verbose_name = "Dokumentnummer" verbose_name_plural = "Dokumentnummern"