Felix Baumann
2671 lines
51 KiB
Python
2671 lines
51 KiB
Python
from django.contrib.auth.decorators import login_required
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from accounts.decorators import permission_required
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from django.shortcuts import render, redirect, get_object_or_404
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from .models import Customer, CustomerContact, CustomerLocation, Item, Invoice, InvoiceItem, Unit, Offer, OfferItem, Reminder, InvoicePaymentAllocation, InvoicePayment
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from .forms import CustomerForm, ItemForm, CustomerInvoiceForm, ProjectInvoiceForm, InvoiceItemForm, OfferForm, OfferItemForm, ReminderForm, InvoicePaymentForm
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from datetime import date
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from projects.models import Project
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from django.http import JsonResponse, FileResponse
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from decimal import Decimal
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from time_tracking.models import TimeEntry
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from finance.models import Expense
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from core.models import CompanySetting
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from django.views.decorators.http import require_POST
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from collections import defaultdict
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from django.template.loader import render_to_string
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from django.core.files.base import ContentFile
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from django.utils import timezone
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from weasyprint import HTML
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import io
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from django.db.models import Prefetch, Sum
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from .tables import ItemTable, CustomerTable, CustomerArchivedTable, ReminderTable, InvoiceTable, InvoiceItemTable, OfferTable, OfferItemTable, InvoicePaymentTable
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from django_tables2 import RequestConfig
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from finance.models import Category, Supplier
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def generate_document_number(template, number):
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today = date.today()
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return template.format(
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year=today.strftime("%Y"),
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month=today.strftime("%m"),
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day=today.strftime("%d"),
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number=str(number).zfill(5),
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)
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@login_required
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@permission_required("invoices_view")
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def invoices_overview(request):
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return render(request, "invoices/overview.html")
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@login_required
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@permission_required("invoices_customers_view")
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def customers_overview(request):
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customers = Customer.objects.filter(active=True).order_by("company_name")
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archived_customers = Customer.objects.filter(active=False).order_by("company_name")
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table = CustomerTable(customers)
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RequestConfig(
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request,
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paginate=False
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).configure(table)
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table_archived = CustomerArchivedTable(archived_customers)
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RequestConfig(
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request,
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paginate=False
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).configure(table_archived)
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return render(request, "invoices/customers/overview.html", {
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"table": table, "table_archived": table_archived,
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})
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@login_required
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@permission_required("invoices_customers_add")
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def customers_add(request):
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if request.method == "POST":
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form = CustomerForm(request.POST)
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if form.is_valid():
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form.save()
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return redirect("invoices:customers_overview")
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else:
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form = CustomerForm()
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return render(request, "invoices/customers/add.html", {
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"form": form,
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})
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@login_required
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@permission_required("invoices_customers_edit")
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def customers_edit(request, customer_id):
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customer = get_object_or_404(
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Customer.objects.prefetch_related(
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"contacts",
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"locations",
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),
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id=customer_id
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)
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if request.method != "POST":
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return redirect(
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"invoices:customers_detail",
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customer.id
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)
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# =========================
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# CUSTOMER SAVE
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# =========================
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form = CustomerForm(
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request.POST,
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instance=customer
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)
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if form.is_valid():
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form.save()
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# =========================
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# CONTACT DELETE
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# =========================
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delete_contact_id = request.POST.get(
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"delete_contact_id"
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)
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if delete_contact_id:
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CustomerContact.objects.filter(
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id=delete_contact_id,
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customer=customer
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).delete()
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return redirect(
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"invoices:customers_detail",
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customer.id
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)
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# =========================
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# CONTACT UPDATE
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# =========================
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for contact in customer.contacts.all():
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contact.first_name = request.POST.get(
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f"contact_first_name_{contact.id}",
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contact.first_name
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)
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contact.last_name = request.POST.get(
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f"contact_last_name_{contact.id}",
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contact.last_name
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)
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contact.email = request.POST.get(
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f"contact_email_{contact.id}",
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contact.email
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)
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contact.phone = request.POST.get(
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f"contact_phone_{contact.id}",
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contact.phone
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)
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contact.save()
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# =========================
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# NEW CONTACTS
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# =========================
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first_names = request.POST.getlist(
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"new_contact_first_name"
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)
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last_names = request.POST.getlist(
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"new_contact_last_name"
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)
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emails = request.POST.getlist(
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"new_contact_email"
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)
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phones = request.POST.getlist(
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"new_contact_phone"
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)
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for i in range(len(first_names)):
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if not (
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first_names[i].strip()
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or last_names[i].strip()
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):
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continue
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CustomerContact.objects.create(
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customer=customer,
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first_name=first_names[i],
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last_name=last_names[i],
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email=emails[i],
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phone=phones[i],
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)
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# =========================
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# LOCATION DELETE
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# =========================
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delete_location_id = request.POST.get(
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"delete_location_id"
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)
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if delete_location_id:
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CustomerLocation.objects.filter(
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id=delete_location_id,
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customer=customer
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).delete()
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return redirect(
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"invoices:customers_detail",
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customer.id
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)
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# =========================
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# LOCATION UPDATE
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# =========================
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for location in customer.locations.all():
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location.name = request.POST.get(
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f"location_name_{location.id}",
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location.name
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)
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location.street = request.POST.get(
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f"location_street_{location.id}",
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location.street
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)
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location.zip_code = request.POST.get(
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f"location_zip_{location.id}",
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location.zip_code
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)
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location.city = request.POST.get(
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f"location_city_{location.id}",
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location.city
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)
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location.country = request.POST.get(
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f"location_country_{location.id}",
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location.country
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)
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location.save()
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# =========================
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# NEW LOCATIONS
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# =========================
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names = request.POST.getlist(
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"new_location_name"
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)
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streets = request.POST.getlist(
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"new_location_street"
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)
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zips = request.POST.getlist(
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"new_location_zip"
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)
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cities = request.POST.getlist(
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"new_location_city"
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)
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countries = request.POST.getlist(
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"new_location_country"
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)
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for i in range(len(names)):
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if not names[i].strip():
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continue
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CustomerLocation.objects.create(
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customer=customer,
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name=names[i],
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street=streets[i],
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zip_code=zips[i],
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city=cities[i],
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country=countries[i],
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)
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return redirect(
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"invoices:customers_detail",
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customer.id
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)
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@login_required
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@permission_required("invoices_customers_archive")
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def customers_archive(request, customer_id):
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customer = get_object_or_404(
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Customer,
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id=customer_id
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)
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if request.method == "POST":
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customer.active = False
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customer.save()
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return redirect(
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"invoices:customers_overview"
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)
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@login_required
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@permission_required("invoices_customers_activate")
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def customers_reactivate(request, customer_id):
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customer = get_object_or_404(
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Customer,
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id=customer_id
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)
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if request.method == "POST":
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customer.active = True
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customer.save()
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return redirect(
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"invoices:customers_overview"
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)
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@login_required
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@permission_required("invoices_customers_detail_view")
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def customers_detail(request, customer_id):
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customer = get_object_or_404(
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Customer.objects.prefetch_related(
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"contacts",
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"locations",
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"projects",
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),
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id=customer_id
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)
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form = CustomerForm(
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instance=customer
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)
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return render(
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request,
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"invoices/customers/detail.html",
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{
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"customer": customer,
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"form": form,
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}
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)
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@login_required
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@permission_required("invoices_items_view")
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def items_overview(request):
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units = Unit.objects.all()
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items = Item.objects.select_related(
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"unit"
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).all()
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table = ItemTable(items)
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table.types = Item.ItemType.choices
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table.units = Unit.objects.order_by("name")
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table.categories = Category.objects.order_by("name")
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table.suppliers = Supplier.objects.order_by("name")
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RequestConfig(
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request,
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paginate=False
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).configure(table)
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return render(
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request,
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"invoices/items/overview.html",
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{
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"table": table,
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}
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)
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@login_required
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@permission_required("invoices_items_add")
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def items_add(request):
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if request.method == "POST":
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form = ItemForm(request.POST)
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if form.is_valid():
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form.save()
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return redirect("invoices:items_overview")
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else:
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form = ItemForm()
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return render(request, "invoices/items/add.html", {
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"form": form
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})
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@login_required
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@permission_required("invoices_items_edit")
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def items_edit(request, item_id):
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if request.method != "POST":
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print("Invalid request method for items_edit")
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return redirect(
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"invoices:items_overview"
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)
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item = get_object_or_404(
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Item,
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id=item_id
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)
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form = ItemForm(
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request.POST,
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instance=item
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)
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if not form.is_valid():
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print(form.errors.as_json())
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if form.is_valid():
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form.save()
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return redirect(
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"invoices:items_overview"
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)
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@login_required
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@permission_required("invoices_items_delete")
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def items_delete(request,item_id):
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item = get_object_or_404(
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Item,
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id=item_id
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)
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if request.method == "POST":
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item.delete()
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return redirect(
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"invoices:items_overview"
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)
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@login_required
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def ajax_contacts(request, customer_id):
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contacts = CustomerContact.objects.filter(customer_id=customer_id)
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data = [
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{"id": c.id, "text": str(c)}
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for c in contacts
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]
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return JsonResponse(data, safe=False)
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@login_required
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def ajax_locations(request, customer_id):
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locations = CustomerLocation.objects.filter(customer_id=customer_id)
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data = [
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{"id": l.id, "text": str(l)}
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for l in locations
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]
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return JsonResponse(data, safe=False)
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@login_required
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def ajax_invoicedata(request, project_id):
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project = get_object_or_404(
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Project,
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id=project_id
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)
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if project.customer:
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contacts = [
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{
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"id": c.id,
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"text": str(c)
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}
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for c in project.customer.contacts.all()
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]
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locations = [
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{
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"id": l.id,
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"text": str(l)
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}
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for l in project.customer.locations.all()
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]
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return JsonResponse({
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"has_customer": True,
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"contacts": contacts,
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"locations": locations,
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})
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return JsonResponse({
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"has_customer": False
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})
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@login_required
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def ajax_invoiceitemsources(request, invoice_id):
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invoice = get_object_or_404(
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Invoice,
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id=invoice_id
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)
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data = {
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"has_project": False,
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"time_entries": [],
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"expenses": [],
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}
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if invoice.project:
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data["has_project"] = True
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data["time_entries"] = [
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{
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"id": t.id,
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"text": str(t)
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}
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for t in invoice.project.time_entries.all()
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]
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data["expenses"] = [
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{
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"id": e.id,
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"text": str(e)
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}
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for e in invoice.project.expenses.all()
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]
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return JsonResponse(data)
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@login_required
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def ajax_invoice_item_data(request):
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source = request.GET.get("source")
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source_id = request.GET.get("id")
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data = {}
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if source == "item":
|
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item = get_object_or_404(
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Item,
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id=source_id
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)
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data = {
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"description": item.description,
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"quantity": "1.00",
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"unit": item.unit.name,
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"unit_price_net": str(item.price_net),
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"unit_tax_rate": str(item.tax_rate),
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}
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elif source == "time":
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entry = get_object_or_404(
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TimeEntry,
|
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id=source_id,
|
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)
|
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data = {
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"description": (
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f"Arbeitszeit "
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f"{entry.start.strftime('%d.%m.%Y')} - "
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f"{entry.end.strftime('%d.%m.%Y')}"
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),
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"quantity": str(
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entry.duration_hours
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),
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"unit": "Stunden",
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"unit_price_net": str(
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entry.project.hourly_rate
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),
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}
|
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elif source == "expense":
|
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|
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expense = get_object_or_404(
|
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Expense,
|
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id=source_id
|
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)
|
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|
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data = {
|
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"description": str(expense.name),
|
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"quantity": "1.00",
|
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"unit": "Stück",
|
|
"unit_price_net": str(expense.amount),
|
|
}
|
|
|
|
|
|
return JsonResponse(data)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
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|
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|
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|
|
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|
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|
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|
|
|
@login_required
|
|
@permission_required("invoices_invoices_view")
|
|
def invoices_invoices_overview(request):
|
|
status = request.GET.get("status")
|
|
|
|
invoices = Invoice.objects.select_related("customer", "project").all()
|
|
|
|
if status:
|
|
invoices = invoices.filter(status=status)
|
|
|
|
table = InvoiceTable(invoices)
|
|
|
|
RequestConfig(
|
|
request,
|
|
paginate=False
|
|
).configure(table)
|
|
|
|
return render(
|
|
request,
|
|
"invoices/invoices/overview.html",
|
|
{
|
|
"table": table
|
|
}
|
|
)
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_invoices_customer_add")
|
|
def invoice_add_customer(request):
|
|
|
|
form = CustomerInvoiceForm(request.POST or None)
|
|
|
|
if form.is_valid():
|
|
invoice = form.save(commit=False)
|
|
|
|
customer = invoice.customer
|
|
contact = form.cleaned_data.get("contact")
|
|
location = form.cleaned_data.get("location")
|
|
|
|
invoice.tax_number = customer.tax_number
|
|
invoice.vat_number = customer.vat_number
|
|
|
|
# SNAPSHOT CONTACT
|
|
if contact:
|
|
invoice.contact_name = f"{contact.first_name} {contact.last_name}"
|
|
invoice.contact_email = contact.email
|
|
invoice.contact_phone = contact.phone
|
|
|
|
# SNAPSHOT LOCATION
|
|
if location:
|
|
invoice.location_name = location.name
|
|
invoice.location_street = location.street
|
|
invoice.location_city = location.city
|
|
invoice.location_zip = location.zip_code
|
|
invoice.location_country = location.country
|
|
|
|
invoice.save()
|
|
return redirect("invoices:invoices_invoices_overview")
|
|
|
|
return render(request, "invoices/invoices/add_customer.html", {
|
|
"form": form
|
|
})
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_invoices_project_add")
|
|
def invoice_add_project(request):
|
|
form = ProjectInvoiceForm(request.POST or None)
|
|
if form.is_valid():
|
|
invoice = form.save(commit=False)
|
|
|
|
project = form.cleaned_data.get("project")
|
|
invoice.project = project
|
|
|
|
if project and project.customer:
|
|
customer = project.customer
|
|
invoice.customer = customer
|
|
invoice.tax_number = customer.tax_number
|
|
invoice.vat_number = customer.vat_number
|
|
contact = form.cleaned_data.get("contact")
|
|
if contact:
|
|
invoice.contact_name = (
|
|
f"{contact.first_name} {contact.last_name}"
|
|
)
|
|
invoice.contact_email = contact.email
|
|
invoice.contact_phone = contact.phone
|
|
location = form.cleaned_data.get("location")
|
|
if location:
|
|
invoice.location_name = location.name
|
|
invoice.location_street = location.street
|
|
invoice.location_zip = location.zip_code
|
|
invoice.location_city = location.city
|
|
invoice.location_country = location.country
|
|
else:
|
|
invoice.customer = None
|
|
invoice.contact_name = form.cleaned_data.get(
|
|
"contact_name_manual",
|
|
""
|
|
)
|
|
invoice.contact_email = form.cleaned_data.get(
|
|
"contact_email_manual",
|
|
""
|
|
)
|
|
invoice.contact_phone = form.cleaned_data.get(
|
|
"contact_phone_manual",
|
|
""
|
|
)
|
|
invoice.location_name = form.cleaned_data.get(
|
|
"location_name_manual",
|
|
""
|
|
)
|
|
invoice.location_street = form.cleaned_data.get(
|
|
"location_street_manual",
|
|
""
|
|
)
|
|
invoice.location_zip = form.cleaned_data.get(
|
|
"location_zip_manual",
|
|
""
|
|
)
|
|
invoice.location_city = form.cleaned_data.get(
|
|
"location_city_manual",
|
|
""
|
|
)
|
|
invoice.location_country = form.cleaned_data.get(
|
|
"location_country_manual",
|
|
""
|
|
)
|
|
invoice.save()
|
|
return redirect(
|
|
"invoices:invoices_invoices_overview"
|
|
)
|
|
return render(
|
|
request,
|
|
"invoices/invoices/add_project.html",
|
|
{
|
|
"form": form
|
|
}
|
|
)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_invoices_invoices_view")
|
|
def invoices_detail(request, invoice_id):
|
|
|
|
invoice = get_object_or_404(
|
|
Invoice.objects.select_related(
|
|
"customer",
|
|
"project",
|
|
).prefetch_related(
|
|
"items__item",
|
|
"items__time_entry",
|
|
"items__expense",
|
|
"reminders",
|
|
),
|
|
id=invoice_id
|
|
)
|
|
|
|
|
|
items = invoice.items.all()
|
|
|
|
|
|
reminders = invoice.reminders.all()
|
|
|
|
|
|
total_net = sum(
|
|
(i.unit_price_net or Decimal("0.00")) *
|
|
(i.quantity or Decimal("0.00"))
|
|
for i in items
|
|
)
|
|
|
|
|
|
show_service_date = any(
|
|
item.service_period_from
|
|
for item in items
|
|
)
|
|
|
|
table = InvoiceItemTable(items)
|
|
|
|
if not show_service_date:
|
|
table.columns.hide("service_period")
|
|
|
|
if invoice.status != "draft":
|
|
table.columns.hide("actions")
|
|
|
|
RequestConfig(
|
|
request,
|
|
paginate=False
|
|
).configure(table)
|
|
|
|
return render(
|
|
request,
|
|
"invoices/invoices/detail.html",
|
|
{
|
|
"invoice": invoice,
|
|
"table": table,
|
|
"reminders": reminders,
|
|
"total_net": total_net,
|
|
"show_service_date": show_service_date,
|
|
}
|
|
)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_invoices_invoices_item_add")
|
|
def invoice_item_add(request, invoice_id):
|
|
|
|
invoice = get_object_or_404(
|
|
Invoice,
|
|
id=invoice_id
|
|
)
|
|
|
|
if invoice.status != "draft":
|
|
return redirect("invoices:invoices_detail",invoice.id)
|
|
|
|
|
|
if request.method == "POST":
|
|
|
|
form = InvoiceItemForm(
|
|
request.POST,
|
|
invoice=invoice
|
|
)
|
|
|
|
if form.is_valid():
|
|
|
|
item = form.save(
|
|
commit=False
|
|
)
|
|
|
|
item.invoice = invoice
|
|
item.save()
|
|
|
|
|
|
return redirect(
|
|
"invoices:invoices_detail",
|
|
invoice.id
|
|
)
|
|
|
|
|
|
else:
|
|
|
|
form = InvoiceItemForm(
|
|
invoice=invoice
|
|
)
|
|
|
|
|
|
return render(
|
|
request,
|
|
"invoices/invoices/item_add.html",
|
|
{
|
|
"form": form,
|
|
"invoice": invoice
|
|
}
|
|
)
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_invoices_invoices_preview")
|
|
def invoices_preview(request, invoice_id):
|
|
|
|
invoice = get_object_or_404(
|
|
Invoice.objects.select_related(
|
|
"customer",
|
|
"project",
|
|
),
|
|
id=invoice_id
|
|
)
|
|
|
|
if invoice.status != "draft":
|
|
return redirect("invoices:invoices_detail",invoice.id)
|
|
|
|
items = invoice.items.all()
|
|
|
|
# ==========================
|
|
# Summen berechnen
|
|
# ==========================
|
|
total_net = Decimal("0.00")
|
|
tax_summary = defaultdict(
|
|
lambda: Decimal("0.00")
|
|
)
|
|
for item in items:
|
|
item_net = Decimal(str(item.calculated_total_net))
|
|
total_net += item_net
|
|
tax_rate = Decimal(str(item.unit_tax_rate))
|
|
tax_amount = (
|
|
item_net *
|
|
tax_rate /
|
|
Decimal("100")
|
|
)
|
|
tax_summary[tax_rate] += tax_amount
|
|
|
|
total_tax = sum(
|
|
tax_summary.values(),
|
|
Decimal("0.00")
|
|
)
|
|
|
|
total_gross = (
|
|
total_net +
|
|
total_tax
|
|
)
|
|
|
|
show_service_date = any(
|
|
item.service_period_from
|
|
for item in items
|
|
)
|
|
|
|
# ==========================
|
|
# Firma
|
|
# ==========================
|
|
company = CompanySetting.objects.first()
|
|
return render(
|
|
request,
|
|
"invoices/invoices/preview.html",
|
|
{
|
|
"invoice": invoice,
|
|
"items": items,
|
|
|
|
"company": company,
|
|
|
|
|
|
# Summen
|
|
"total_net": total_net,
|
|
"tax_summary": dict(tax_summary),
|
|
"total_tax": total_tax,
|
|
"total_gross": total_gross,
|
|
|
|
"show_service_date": show_service_date,
|
|
}
|
|
)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_invoices_invoices_download")
|
|
def invoices_download(request, invoice_id):
|
|
|
|
invoice = get_object_or_404(
|
|
Invoice.objects.select_related(
|
|
"customer",
|
|
"project",
|
|
),
|
|
id=invoice_id
|
|
)
|
|
|
|
|
|
# ==========================
|
|
# Bestehendes PDF zurückgeben
|
|
# ==========================
|
|
|
|
if invoice.status != "draft" and invoice.pdf_file:
|
|
return FileResponse(
|
|
invoice.pdf_file.open("rb"),
|
|
as_attachment=True,
|
|
filename=invoice.pdf_file.name.split("/")[-1],
|
|
)
|
|
|
|
|
|
items = invoice.items.all()
|
|
|
|
|
|
# ==========================
|
|
# Summen
|
|
# ==========================
|
|
|
|
total_net = Decimal("0.00")
|
|
|
|
tax_summary = defaultdict(
|
|
lambda: Decimal("0.00")
|
|
)
|
|
|
|
|
|
for item in items:
|
|
|
|
item_net = Decimal(
|
|
str(item.calculated_total_net)
|
|
)
|
|
|
|
total_net += item_net
|
|
|
|
tax_rate = Decimal(
|
|
str(item.unit_tax_rate)
|
|
)
|
|
|
|
tax_amount = (
|
|
item_net *
|
|
tax_rate /
|
|
Decimal("100")
|
|
)
|
|
|
|
tax_summary[tax_rate] += tax_amount
|
|
|
|
|
|
total_tax = sum(
|
|
tax_summary.values(),
|
|
Decimal("0.00")
|
|
)
|
|
|
|
total_gross = total_net + total_tax
|
|
|
|
|
|
company = CompanySetting.objects.first()
|
|
number_settings = company.number_settings
|
|
invoice.invoice_number = generate_document_number(
|
|
number_settings.invoice_format,
|
|
number_settings.invoice_next_number,
|
|
)
|
|
number_settings.invoice_next_number += 1
|
|
number_settings.save(update_fields=["invoice_next_number"])
|
|
|
|
company = CompanySetting.objects.first()
|
|
invoice.is_small_business = company.is_small_business
|
|
|
|
invoice.save(update_fields=["invoice_number", "is_small_business"])
|
|
|
|
# ==========================
|
|
# PDF HTML
|
|
# ==========================
|
|
|
|
show_service_date = any(
|
|
item.service_period_from
|
|
for item in items
|
|
)
|
|
|
|
html_string = render_to_string(
|
|
"invoices/invoices/pdf.html",
|
|
{
|
|
"invoice": invoice,
|
|
"items": items,
|
|
"company": company,
|
|
"total_net": total_net,
|
|
"tax_summary": dict(tax_summary),
|
|
"total_tax": total_tax,
|
|
"total_gross": total_gross,
|
|
"show_service_date": show_service_date,
|
|
}
|
|
)
|
|
|
|
|
|
# ==========================
|
|
# PDF erstellen
|
|
# ==========================
|
|
|
|
pdf_file = HTML(
|
|
string=html_string,
|
|
base_url=request.build_absolute_uri("/")
|
|
).write_pdf()
|
|
|
|
|
|
filename = f"Rechnung-{invoice.invoice_number}.pdf"
|
|
|
|
|
|
# ==========================
|
|
# PDF speichern
|
|
# ==========================
|
|
|
|
invoice.pdf_file.save(
|
|
filename,
|
|
ContentFile(pdf_file),
|
|
save=False
|
|
)
|
|
|
|
invoice.pdf_generated_at = timezone.now()
|
|
invoice.status = "sent"
|
|
|
|
invoice.save(
|
|
update_fields=[
|
|
"pdf_file",
|
|
"pdf_generated_at",
|
|
"status",
|
|
]
|
|
)
|
|
|
|
|
|
|
|
|
|
return FileResponse(
|
|
io.BytesIO(pdf_file),
|
|
as_attachment=True,
|
|
filename=filename
|
|
)
|
|
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_invoices_invoices_item_delete")
|
|
def invoice_item_delete(request,invoice_id,item_id):
|
|
invoice = get_object_or_404(
|
|
Invoice.objects.select_related(
|
|
"customer",
|
|
"project",
|
|
),
|
|
id=invoice_id
|
|
)
|
|
|
|
item = get_object_or_404(
|
|
InvoiceItem,
|
|
id=item_id,
|
|
invoice_id=invoice_id
|
|
)
|
|
|
|
if invoice.status != "draft":
|
|
return redirect("invoices:invoices_detail",invoice.id)
|
|
|
|
if request.method == "POST":
|
|
item.delete()
|
|
|
|
return redirect(
|
|
"invoices:invoices_detail",
|
|
invoice_id=invoice_id
|
|
)
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_invoices_invoices_cancel")
|
|
def invoices_cancel(request, invoice_id):
|
|
|
|
invoice = get_object_or_404(
|
|
Invoice.objects.select_related(
|
|
"customer",
|
|
"project",
|
|
),
|
|
id=invoice_id,
|
|
)
|
|
|
|
|
|
# ==========================
|
|
# Existierendes Storno zurückgeben
|
|
# ==========================
|
|
|
|
if invoice.status == Invoice.Status.CANCELED and invoice.pdf_canceled_file:
|
|
|
|
return FileResponse(
|
|
invoice.pdf_canceled_file.open("rb"),
|
|
as_attachment=True,
|
|
filename=invoice.pdf_canceled_file.name.split("/")[-1],
|
|
)
|
|
|
|
|
|
# ==========================
|
|
# Nur finale Rechnungen stornierbar
|
|
# ==========================
|
|
|
|
if invoice.status not in [
|
|
Invoice.Status.SENT,
|
|
Invoice.Status.PAID,
|
|
Invoice.Status.OVERDUE,
|
|
]:
|
|
return redirect(
|
|
"invoices:invoices_detail",
|
|
invoice.id,
|
|
)
|
|
|
|
|
|
company = CompanySetting.objects.first()
|
|
number_settings = company.number_settings
|
|
|
|
|
|
# ==========================
|
|
# Stornonummer
|
|
# ==========================
|
|
|
|
invoice.cancel_number = generate_document_number(
|
|
number_settings.cancel_format,
|
|
number_settings.cancel_next_number,
|
|
)
|
|
|
|
|
|
number_settings.cancel_next_number += 1
|
|
|
|
number_settings.save(
|
|
update_fields=[
|
|
"cancel_next_number"
|
|
]
|
|
)
|
|
|
|
|
|
# ==========================
|
|
# Positionen
|
|
# ==========================
|
|
|
|
items = invoice.items.all()
|
|
|
|
|
|
# ==========================
|
|
# Bereits bezahlt
|
|
# ==========================
|
|
|
|
paid_amount = invoice.paid_amount
|
|
|
|
|
|
# ==========================
|
|
# Rückerstattung berechnen
|
|
# ==========================
|
|
|
|
refund_amount = min(
|
|
paid_amount,
|
|
invoice.total_amount
|
|
)
|
|
|
|
|
|
show_service_date = any(
|
|
item.service_period_from
|
|
for item in items
|
|
)
|
|
|
|
|
|
tax_summary = defaultdict(
|
|
lambda: Decimal("0.00")
|
|
)
|
|
|
|
for item in items:
|
|
|
|
item_net = item.calculated_total_net
|
|
|
|
tax_amount = (
|
|
item_net *
|
|
item.unit_tax_rate /
|
|
Decimal("100")
|
|
)
|
|
|
|
tax_summary[item.unit_tax_rate] += tax_amount
|
|
|
|
# ==========================
|
|
# PDF HTML
|
|
# ==========================
|
|
|
|
html_string = render_to_string(
|
|
"invoices/invoices/pdf_cancel.html",
|
|
{
|
|
"invoice": invoice,
|
|
"items": items,
|
|
"company": company,
|
|
"cancel_date": timezone.now(),
|
|
"cancel_number": invoice.cancel_number,
|
|
"paid_amount": paid_amount,
|
|
"refund_amount": refund_amount,
|
|
"total_net": invoice.total_net,
|
|
"total_tax": invoice.total_tax,
|
|
"total_gross": invoice.total_amount,
|
|
"show_service_date": show_service_date,
|
|
"tax_summary": dict(tax_summary),
|
|
},
|
|
)
|
|
|
|
|
|
# ==========================
|
|
# PDF erstellen
|
|
# ==========================
|
|
|
|
pdf_file = HTML(
|
|
string=html_string,
|
|
base_url=request.build_absolute_uri("/"),
|
|
).write_pdf()
|
|
|
|
|
|
filename = (
|
|
f"Stornorechnung-{invoice.cancel_number}.pdf"
|
|
)
|
|
|
|
|
|
invoice.pdf_canceled_file.save(
|
|
filename,
|
|
ContentFile(pdf_file),
|
|
save=False,
|
|
)
|
|
|
|
|
|
invoice.pdf_canceled_generated_at = timezone.now()
|
|
|
|
invoice.status = Invoice.Status.CANCELED
|
|
|
|
|
|
invoice.save(
|
|
update_fields=[
|
|
"pdf_canceled_file",
|
|
"pdf_canceled_generated_at",
|
|
"status",
|
|
"cancel_number",
|
|
]
|
|
)
|
|
|
|
|
|
return FileResponse(
|
|
io.BytesIO(pdf_file),
|
|
as_attachment=True,
|
|
filename=filename,
|
|
)
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_invoices_invoices_delete")
|
|
def invoices_delete(request, invoice_id):
|
|
invoice = get_object_or_404(
|
|
Invoice,
|
|
id=invoice_id,
|
|
)
|
|
|
|
if invoice.status != Invoice.Status.DRAFT:
|
|
return redirect(
|
|
"invoices:invoices_detail",
|
|
invoice_id=invoice.id,
|
|
)
|
|
|
|
invoice.delete()
|
|
return redirect("invoices:invoices_invoices_overview",)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
def create_invoice_income(invoice):
|
|
from finance.models import Income
|
|
|
|
if Income.objects.filter(
|
|
invoice=invoice
|
|
).exists():
|
|
return
|
|
|
|
last_payment = invoice.payments.order_by(
|
|
"-date"
|
|
).first()
|
|
|
|
if not last_payment:
|
|
return
|
|
|
|
Income.objects.create(
|
|
invoice=invoice,
|
|
amount=invoice.paid_invoice_amount,
|
|
date=last_payment.date,
|
|
name=f"Zahlung Rechnung {invoice.invoice_number}",
|
|
project=invoice.project,
|
|
payment_method=last_payment.payment_method,
|
|
created_by=last_payment.created_by,
|
|
)
|
|
|
|
def allocate_invoice_payment(payment):
|
|
remaining = payment.amount
|
|
invoice = payment.invoice
|
|
reminders = invoice.reminders.filter(
|
|
status__in=[
|
|
Reminder.Status.SENT,
|
|
Reminder.Status.EXPIRED,
|
|
]
|
|
).order_by("level")
|
|
|
|
for reminder in reminders:
|
|
already_paid = reminder.payment_allocations.aggregate(
|
|
total=Sum("amount")
|
|
)["total"] or Decimal("0.00")
|
|
open_fee = reminder.fee - already_paid
|
|
if open_fee <= 0:
|
|
continue
|
|
allocation_amount = min(
|
|
remaining,
|
|
open_fee
|
|
)
|
|
if allocation_amount > 0:
|
|
InvoicePaymentAllocation.objects.create(
|
|
payment=payment,
|
|
reminder=reminder,
|
|
amount=allocation_amount
|
|
)
|
|
remaining -= allocation_amount
|
|
if remaining <= 0:
|
|
break
|
|
if remaining > 0:
|
|
InvoicePaymentAllocation.objects.create(
|
|
payment=payment,
|
|
reminder=None,
|
|
amount=remaining
|
|
)
|
|
|
|
def update_invoice_payment_status(invoice):
|
|
# Mahnungen prüfen
|
|
reminders = invoice.reminders.filter(
|
|
status__in=[
|
|
Reminder.Status.SENT,
|
|
Reminder.Status.EXPIRED,
|
|
]
|
|
)
|
|
for reminder in reminders:
|
|
if reminder.paid_amount >= reminder.fee:
|
|
reminder.status = Reminder.Status.PAID
|
|
reminder.save(
|
|
update_fields=[
|
|
"status"
|
|
]
|
|
)
|
|
if invoice.paid_invoice_amount >= invoice.total_amount:
|
|
if invoice.status != Invoice.Status.PAID:
|
|
invoice.status = Invoice.Status.PAID
|
|
invoice.save(
|
|
update_fields=[
|
|
"status"
|
|
]
|
|
)
|
|
|
|
if invoice.project:
|
|
create_invoice_income(invoice)
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_invoices_invoices_paid")
|
|
def invoices_paid(request, invoice_id):
|
|
invoice = get_object_or_404(
|
|
Invoice,
|
|
id=invoice_id,
|
|
)
|
|
|
|
if invoice.status not in [
|
|
Invoice.Status.SENT,
|
|
Invoice.Status.OVERDUE,
|
|
]:
|
|
return redirect(
|
|
"invoices:invoices_detail",
|
|
invoice_id=invoice.id,
|
|
)
|
|
|
|
if request.method == "POST":
|
|
form = InvoicePaymentForm(request.POST)
|
|
if form.is_valid():
|
|
payment = form.save(commit=False)
|
|
payment.invoice = invoice
|
|
payment.created_by = request.user
|
|
payment.save()
|
|
allocate_invoice_payment(payment)
|
|
update_invoice_payment_status(invoice)
|
|
return redirect(
|
|
"invoices:invoices_detail",
|
|
invoice_id=invoice.id,
|
|
)
|
|
else:
|
|
print(form.errors)
|
|
else:
|
|
form = InvoicePaymentForm()
|
|
return render(
|
|
request,
|
|
"invoices/invoices/add_payment.html",
|
|
{
|
|
"form": form,
|
|
"invoice": invoice,
|
|
}
|
|
)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_offers_view")
|
|
def invoices_offers_overview(request):
|
|
status = request.GET.get("status")
|
|
|
|
offers = Offer.objects.select_related("customer",).all()
|
|
|
|
if status:
|
|
offers = offers.filter(status=status)
|
|
table = OfferTable(offers)
|
|
|
|
RequestConfig(
|
|
request,
|
|
paginate=False
|
|
).configure(table)
|
|
return render(
|
|
request,
|
|
"invoices/offers/overview.html",
|
|
{
|
|
"table": table
|
|
}
|
|
)
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_offers_add")
|
|
def invoices_offers_add(request):
|
|
|
|
form = OfferForm(request.POST or None)
|
|
|
|
if form.is_valid():
|
|
offer = form.save(commit=False)
|
|
|
|
customer = offer.customer
|
|
contact = form.cleaned_data.get("contact")
|
|
location = form.cleaned_data.get("location")
|
|
|
|
offer.tax_number = customer.tax_number
|
|
offer.vat_number = customer.vat_number
|
|
|
|
# SNAPSHOT CONTACT
|
|
if contact:
|
|
offer.contact_name = f"{contact.first_name} {contact.last_name}"
|
|
offer.contact_email = contact.email
|
|
offer.contact_phone = contact.phone
|
|
|
|
# SNAPSHOT LOCATION
|
|
if location:
|
|
offer.location_name = location.name
|
|
offer.location_street = location.street
|
|
offer.location_city = location.city
|
|
offer.location_zip = location.zip_code
|
|
offer.location_country = location.country
|
|
|
|
offer.save()
|
|
return redirect("invoices:invoices_offers_overview")
|
|
|
|
return render(request, "invoices/offers/add.html", {
|
|
"form": form
|
|
})
|
|
|
|
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_offers_offers_delete")
|
|
def offers_delete(request, offer_id):
|
|
offer = get_object_or_404(
|
|
Offer,
|
|
id=offer_id,
|
|
)
|
|
|
|
if offer.status != Offer.Status.DRAFT:
|
|
return redirect(
|
|
"invoices:offers_detail",
|
|
offer_id=offer.id,
|
|
)
|
|
|
|
offer.delete()
|
|
return redirect("invoices:invoices_offers_overview",)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_offers_offers_view")
|
|
def offers_detail(request, offer_id):
|
|
offer = get_object_or_404(
|
|
Offer.objects.select_related(
|
|
"customer",
|
|
),
|
|
id=offer_id
|
|
)
|
|
|
|
|
|
items = offer.items.select_related(
|
|
"item",
|
|
)
|
|
|
|
|
|
total_net = sum(
|
|
(i.unit_price_net or Decimal("0.00")) *
|
|
(i.quantity or Decimal("0.00"))
|
|
for i in items
|
|
)
|
|
|
|
table = OfferItemTable(items)
|
|
|
|
table.offer = offer
|
|
|
|
if offer.status != "draft":
|
|
table.columns.hide("actions")
|
|
|
|
RequestConfig(
|
|
request,
|
|
paginate=False
|
|
).configure(table)
|
|
|
|
return render(
|
|
request,
|
|
"invoices/offers/detail.html",
|
|
{
|
|
"offer": offer,
|
|
"table": table,
|
|
"total_net": total_net
|
|
}
|
|
)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_offers_offers_item_add")
|
|
def offers_item_add(request, offer_id):
|
|
|
|
offer = get_object_or_404(
|
|
Offer,
|
|
id=offer_id
|
|
)
|
|
|
|
if offer.status != "draft":
|
|
return redirect("invoices:offers_detail",offer.id)
|
|
|
|
|
|
if request.method == "POST":
|
|
|
|
form = OfferItemForm(
|
|
request.POST,
|
|
offer=offer
|
|
)
|
|
|
|
if form.is_valid():
|
|
|
|
item = form.save(
|
|
commit=False
|
|
)
|
|
|
|
item.offer = offer
|
|
item.save()
|
|
|
|
|
|
return redirect(
|
|
"invoices:offers_detail",
|
|
offer.id
|
|
)
|
|
|
|
|
|
else:
|
|
|
|
form = OfferItemForm(
|
|
offer=offer
|
|
)
|
|
|
|
|
|
return render(
|
|
request,
|
|
"invoices/offers/item_add.html",
|
|
{
|
|
"form": form,
|
|
"offer": offer
|
|
}
|
|
)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_offers_offers_item_delete")
|
|
def offers_item_delete(request,offer_id,item_id):
|
|
offer = get_object_or_404(
|
|
Offer.objects.select_related(
|
|
"customer",
|
|
),
|
|
id=offer_id
|
|
)
|
|
|
|
item = get_object_or_404(
|
|
OfferItem,
|
|
id=item_id,
|
|
offer_id=offer_id
|
|
)
|
|
|
|
if offer.status != "draft":
|
|
return redirect("invoices:offers_detail",offer.id)
|
|
|
|
if request.method == "POST":
|
|
item.delete()
|
|
|
|
return redirect(
|
|
"invoices:offers_detail",
|
|
offer_id=offer_id
|
|
)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_offers_offers_preview")
|
|
def offers_preview(request, offer_id):
|
|
|
|
offer = get_object_or_404(
|
|
Offer.objects.select_related(
|
|
"customer",
|
|
),
|
|
id=offer_id
|
|
)
|
|
|
|
if offer.status != "draft":
|
|
return redirect("invoices:offers_detail",offer.id)
|
|
|
|
items = offer.items.all()
|
|
|
|
# ==========================
|
|
# Summen berechnen
|
|
# ==========================
|
|
total_net = Decimal("0.00")
|
|
tax_summary = defaultdict(
|
|
lambda: Decimal("0.00")
|
|
)
|
|
for item in items:
|
|
item_net = Decimal(str(item.calculated_total_net))
|
|
total_net += item_net
|
|
tax_rate = Decimal(str(item.unit_tax_rate))
|
|
tax_amount = (
|
|
item_net *
|
|
tax_rate /
|
|
Decimal("100")
|
|
)
|
|
tax_summary[tax_rate] += tax_amount
|
|
|
|
total_tax = sum(
|
|
tax_summary.values(),
|
|
Decimal("0.00")
|
|
)
|
|
|
|
total_gross = (
|
|
total_net +
|
|
total_tax
|
|
)
|
|
|
|
# ==========================
|
|
# Firma
|
|
# ==========================
|
|
company = CompanySetting.objects.first()
|
|
return render(
|
|
request,
|
|
"invoices/offers/preview.html",
|
|
{
|
|
"offer": offer,
|
|
"items": items,
|
|
|
|
"company": company,
|
|
|
|
|
|
# Summen
|
|
"total_net": total_net,
|
|
"tax_summary": dict(tax_summary),
|
|
"total_tax": total_tax,
|
|
"total_gross": total_gross,
|
|
}
|
|
)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
@login_required
|
|
@permission_required("invoices_offers_offers_download")
|
|
def offers_download(request, offer_id):
|
|
|
|
offer = get_object_or_404(
|
|
Offer.objects.select_related(
|
|
"customer",
|
|
),
|
|
id=offer_id
|
|
)
|
|
|
|
|
|
# ==========================
|
|
# Bestehendes PDF zurückgeben
|
|
# ==========================
|
|
|
|
if offer.status != "draft" and offer.pdf_file:
|
|
|
|
return FileResponse(
|
|
offer.pdf_file.open("rb"),
|
|
as_attachment=True,
|
|
filename=offer.pdf_file.name.split("/")[-1],
|
|
)
|
|
|
|
|
|
items = offer.items.all()
|
|
|
|
|
|
# ==========================
|
|
# Summen
|
|
# ==========================
|
|
|
|
total_net = Decimal("0.00")
|
|
|
|
tax_summary = defaultdict(
|
|
lambda: Decimal("0.00")
|
|
)
|
|
|
|
|
|
for item in items:
|
|
|
|
item_net = Decimal(
|
|
str(item.calculated_total_net)
|
|
)
|
|
|
|
total_net += item_net
|
|
|
|
tax_rate = Decimal(
|
|
str(item.unit_tax_rate)
|
|
)
|
|
|
|
tax_amount = (
|
|
item_net *
|
|
tax_rate /
|
|
Decimal("100")
|
|
)
|
|
|
|
tax_summary[tax_rate] += tax_amount
|
|
|
|
|
|
total_tax = sum(
|
|
tax_summary.values(),
|
|
Decimal("0.00")
|
|
)
|
|
|
|
total_gross = total_net + total_tax
|
|
|
|
company = CompanySetting.objects.first()
|
|
number_settings = company.number_settings
|
|
offer.offer_number = generate_document_number(
|
|
number_settings.offer_format,
|
|
number_settings.offer_next_number,
|
|
)
|
|
number_settings.offer_next_number += 1
|
|
number_settings.save(update_fields=["offer_next_number"])
|
|
offer.save(update_fields=["offer_number"])
|
|
|
|
# ==========================
|
|
# PDF HTML
|
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# ==========================
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html_string = render_to_string(
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"invoices/offers/pdf.html",
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{
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"offer": offer,
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"items": items,
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"company": company,
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"total_net": total_net,
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"tax_summary": dict(tax_summary),
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"total_tax": total_tax,
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"total_gross": total_gross,
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}
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)
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# ==========================
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# PDF erstellen
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# ==========================
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pdf_file = HTML(
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string=html_string,
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base_url=request.build_absolute_uri("/")
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).write_pdf()
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filename = f"Angebot-{offer.offer_number}.pdf"
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# ==========================
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# PDF speichern
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# ==========================
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offer.pdf_file.save(
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filename,
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ContentFile(pdf_file),
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save=False
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)
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offer.pdf_generated_at = timezone.now()
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offer.status = "sent"
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offer.save(
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update_fields=[
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"pdf_file",
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"pdf_generated_at",
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"status",
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]
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)
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return FileResponse(
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io.BytesIO(pdf_file),
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as_attachment=True,
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filename=filename
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)
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@login_required
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@permission_required("invoices_offers_offers_status")
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def offers_accept(request, offer_id):
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offer = get_object_or_404(
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Offer,
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id=offer_id,
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)
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if offer.status != "sent":
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return redirect(
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"invoices:offers_detail",
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offer_id=offer.id,
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)
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offer.status = "accepted"
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offer.save(
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update_fields=[
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"status",
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]
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)
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return redirect(
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"invoices:offers_detail",
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offer_id=offer.id,
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)
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@login_required
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@permission_required("invoices_offers_offers_status")
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def offers_reject(request, offer_id):
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offer = get_object_or_404(
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Offer,
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id=offer_id,
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)
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if offer.status != "sent":
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return redirect(
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"invoices:offers_detail",
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offer_id=offer.id,
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)
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offer.status = "rejected"
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offer.save(
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update_fields=[
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"status",
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]
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)
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return redirect(
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"invoices:offers_detail",
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offer_id=offer.id,
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)
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@login_required
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@permission_required("invoices_reminders_view")
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def invoices_reminders_overview(request):
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status = request.GET.get("status")
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reminders = Reminder.objects.select_related("invoice").all()
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if status:
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reminders = reminders.filter(status=status)
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table = ReminderTable(reminders)
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RequestConfig(
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request,
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paginate=False
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).configure(table)
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return render(
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request,
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"invoices/reminders/overview.html",
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{
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"table": table,
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}
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)
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@login_required
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@permission_required("invoices_reminders_add")
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def invoices_reminders_add(request):
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if request.method == "POST":
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form = ReminderForm(request.POST)
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if form.is_valid():
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reminder = form.save(commit=False)
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invoice = reminder.invoice
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reminders = invoice.reminders.exclude(
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status=Reminder.Status.CANCELED
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).order_by("-level")
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# ==========================
|
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# Vorhandene Mahnung prüfen
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# ==========================
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if reminders.exists():
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last_reminder = reminders.first()
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if last_reminder.status not in [
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Reminder.Status.EXPIRED,
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]:
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return redirect("invoices:invoices_reminders_overview",)
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next_level = last_reminder.level + 1
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else:
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next_level = 1
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if next_level > 3:
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return redirect(
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"invoices:invoices_reminders_overview",)
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reminder.level = next_level
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reminder.status = Reminder.Status.DRAFT
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reminder.save()
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return redirect(
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"invoices:reminders_detail",
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reminder_id=reminder.pk,
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)
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else:
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form = ReminderForm()
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return render(
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request,
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"invoices/reminders/add.html",
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{
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"form": form,
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},
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)
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@login_required
|
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@permission_required("invoices_reminders_reminders_view")
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def reminders_detail(request, reminder_id):
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reminder = get_object_or_404(
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Reminder.objects.select_related("invoice",),
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id=reminder_id
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)
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return render(
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request,
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"invoices/reminders/detail.html",
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{
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"reminder": reminder
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}
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)
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@login_required
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@permission_required("invoices_reminders_reminders_cancel")
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def reminders_cancel(request, reminder_id):
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reminder = get_object_or_404(
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Reminder,
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id=reminder_id,
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)
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if reminder.status != "sent" and reminder.status != "draft":
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return redirect(
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"invoices:reminders_detail",
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reminder_id=reminder.id,
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)
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reminder.status = "canceled"
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reminder.save(
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update_fields=[
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"status",
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]
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)
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return redirect(
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"invoices:reminders_detail",
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reminder_id=reminder.id,
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)
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@login_required
|
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@permission_required("invoices_reminders_reminders_delete")
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def reminders_delete(request, reminder_id):
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reminder = get_object_or_404(
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Reminder,
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id=reminder_id,
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)
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if reminder.status != Reminder.Status.DRAFT:
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return redirect(
|
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"invoices:reminders_detail",
|
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reminder_id=reminder.id,
|
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)
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reminder.delete()
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return redirect("invoices:invoices_reminders_overview",)
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@login_required
|
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@permission_required("invoices_reminders_reminders_download")
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def reminders_download(request, reminder_id):
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|
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reminder = get_object_or_404(
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Reminder.objects.select_related(
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"invoice",
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"invoice__customer",
|
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"invoice__project",
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),
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id=reminder_id
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)
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# ==========================
|
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# Bestehendes PDF zurückgeben
|
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# ==========================
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|
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if reminder.pdf_file:
|
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return FileResponse(
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reminder.pdf_file.open("rb"),
|
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as_attachment=True,
|
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filename=reminder.pdf_file.name.split("/")[-1],
|
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)
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invoice = reminder.invoice
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payments = invoice.payments.order_by("date", "created_at")
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|
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total_paid = sum(
|
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payment.amount
|
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for payment in payments
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)
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|
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# ==========================
|
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# Rechnungsbetrag berechnen
|
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# ==========================
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|
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items = invoice.items.all()
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|
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total_net = Decimal("0.00")
|
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total_tax = Decimal("0.00")
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for item in items:
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item_net = Decimal(
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str(item.calculated_total_net)
|
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)
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|
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total_net += item_net
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tax_rate = Decimal(
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str(item.unit_tax_rate)
|
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)
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|
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total_tax += (
|
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item_net *
|
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tax_rate /
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Decimal("100")
|
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)
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|
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invoice_amount = total_net + total_tax
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|
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# ==========================
|
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# Vorherige Mahnungen
|
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# ==========================
|
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previous_reminders = (
|
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invoice.reminders
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.exclude(id=reminder.id)
|
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.exclude(status=Reminder.Status.CANCELED)
|
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.order_by("level")
|
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)
|
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|
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total_previous_fees = sum(
|
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r.fee for r in previous_reminders
|
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)
|
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|
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total_due = (
|
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invoice_amount
|
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+ total_previous_fees
|
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+ reminder.fee
|
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)
|
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|
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open_amount = total_due - total_paid
|
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total_fees = (total_previous_fees + reminder.fee)
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|
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company = CompanySetting.objects.first()
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# ==========================
|
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# Mahnungsnummer vergeben
|
|
# ==========================
|
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|
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if not reminder.reminder_number:
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|
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number_settings = company.number_settings
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|
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reminder.reminder_number = generate_document_number(
|
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number_settings.reminder_format,
|
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number_settings.reminder_next_number,
|
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)
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|
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number_settings.reminder_next_number += 1
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|
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number_settings.save(
|
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update_fields=[
|
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"reminder_next_number"
|
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]
|
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)
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|
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|
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reminder.save(
|
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update_fields=[
|
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"reminder_number",
|
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]
|
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)
|
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|
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|
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# ==========================
|
|
# PDF HTML
|
|
# ==========================
|
|
|
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html_string = render_to_string(
|
|
"invoices/reminders/pdf.html",
|
|
{
|
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"reminder": reminder,
|
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"invoice": invoice,
|
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"company": company,
|
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"invoice_amount": invoice_amount,
|
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"previous_reminders": previous_reminders,
|
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"total_previous_fees": total_previous_fees,
|
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"total_fees": total_fees,
|
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"payments": payments,
|
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"total_paid": total_paid,
|
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"total_due": total_due,
|
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"open_amount": open_amount,
|
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}
|
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)
|
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# ==========================
|
|
# PDF erstellen
|
|
# ==========================
|
|
|
|
pdf_file = HTML(
|
|
string=html_string,
|
|
base_url=request.build_absolute_uri("/")
|
|
).write_pdf()
|
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|
|
|
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filename = f"Mahnung-{reminder.reminder_number}.pdf"
|
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|
|
|
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reminder.pdf_file.save(
|
|
filename,
|
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ContentFile(pdf_file),
|
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save=False
|
|
)
|
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|
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|
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reminder.pdf_generated_at = timezone.now()
|
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reminder.status = Reminder.Status.SENT
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|
|
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reminder.save(
|
|
update_fields=[
|
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"pdf_file",
|
|
"pdf_generated_at",
|
|
"status",
|
|
]
|
|
)
|
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|
|
|
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return FileResponse(
|
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io.BytesIO(pdf_file),
|
|
as_attachment=True,
|
|
filename=filename
|
|
)
|
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|
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@login_required
|
|
@permission_required("invoices_payments_view")
|
|
def invoices_payments_overview(request):
|
|
|
|
payments = InvoicePayment.objects.select_related(
|
|
"invoice",
|
|
"invoice__customer",
|
|
"payment_method",
|
|
"created_by",
|
|
).order_by(
|
|
"-date"
|
|
)
|
|
|
|
|
|
table = InvoicePaymentTable(
|
|
payments
|
|
)
|
|
|
|
|
|
RequestConfig(
|
|
request,
|
|
paginate={
|
|
"per_page": 25
|
|
}
|
|
).configure(
|
|
table
|
|
)
|
|
|
|
|
|
return render(
|
|
request,
|
|
"invoices/payments/overview.html",
|
|
{
|
|
"table": table,
|
|
}
|
|
) |