Felix Baumann
673 lines
14 KiB
Python
673 lines
14 KiB
Python
from django import forms
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from core.forms.base import BaseForm
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from .models import Customer, Item, Invoice, InvoiceItem, CustomerContact, CustomerLocation, Offer, OfferItem, Reminder, InvoicePayment
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from projects.models import Project
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from time_tracking.models import TimeEntry
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from finance.models import Expense
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from django.utils import timezone
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from django.db.models import Q, Max
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class InvoicePaymentForm(BaseForm):
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class Meta:
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model = InvoicePayment
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fields = [
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"amount",
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"date",
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"payment_method",
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"note",
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]
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widgets = {
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"date": forms.DateInput(
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attrs={
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"type": "date"
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}
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),
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}
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.fields["date"].initial = timezone.now().date()
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self.apply_style()
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class CustomerForm(BaseForm):
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class Meta:
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model = Customer
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fields = [
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"customer_number",
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"customer_type",
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"company_name",
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"tax_number",
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"vat_number",
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"phone",
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"email",
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]
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.apply_style()
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class ItemForm(BaseForm):
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class Meta:
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model = Item
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fields = [
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"item_type",
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"description",
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"category",
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"unit",
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"price_net",
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"tax_rate",
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"price_buy",
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"supplier",
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]
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.apply_style()
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class CustomerInvoiceForm(BaseForm):
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contact = forms.ModelChoiceField(
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queryset=CustomerContact.objects.none(),
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label="Ansprechpartner",
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required=True
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)
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location = forms.ModelChoiceField(
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queryset=CustomerLocation.objects.none(),
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label="Standort",
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required=True
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)
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class Meta:
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model = Invoice
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fields = [
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"customer",
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"contact",
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"location",
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"issue_date",
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"due_date",
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"note",
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]
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widgets = {
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"issue_date": forms.DateInput(attrs={"type": "date"}),
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"due_date": forms.DateInput(attrs={"type": "date"}),
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}
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.apply_style()
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customer_id = (
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self.data.get("customer")
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or getattr(self.instance, "customer_id", None)
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)
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if customer_id:
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self.fields["contact"].queryset = CustomerContact.objects.filter(customer_id=customer_id)
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self.fields["location"].queryset = CustomerLocation.objects.filter(customer_id=customer_id)
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else:
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self.fields["contact"].queryset = CustomerContact.objects.none()
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self.fields["location"].queryset = CustomerLocation.objects.none()
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class ProjectInvoiceForm(BaseForm):
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contact = forms.ModelChoiceField(
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queryset=CustomerContact.objects.none(),
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required=False,
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label="Ansprechpartner",
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widget=forms.Select(attrs={
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"class": "customer-field"
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})
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)
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location = forms.ModelChoiceField(
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queryset=CustomerLocation.objects.none(),
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required=False,
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label="Standort",
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widget=forms.Select(attrs={
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"class": "customer-field"
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})
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)
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contact_name_manual = forms.CharField(
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required=False,
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label="Ansprechpartner",
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widget=forms.TextInput(attrs={
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"class": "manual-field"
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})
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)
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contact_email_manual = forms.EmailField(
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required=False,
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label="E-Mail",
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widget=forms.EmailInput(attrs={
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"class": "manual-field"
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})
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)
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contact_phone_manual = forms.CharField(
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required=False,
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label="Telefon",
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widget=forms.TextInput(attrs={
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"class": "manual-field"
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})
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)
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location_name_manual = forms.CharField(
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required=False,
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label="Standort",
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widget=forms.TextInput(attrs={
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"class": "manual-field"
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})
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)
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location_street_manual = forms.CharField(
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required=False,
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label="Straße",
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widget=forms.TextInput(attrs={
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"class": "manual-field"
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})
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)
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location_zip_manual = forms.CharField(
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required=False,
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label="PLZ",
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widget=forms.TextInput(attrs={
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"class": "manual-field"
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})
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)
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location_city_manual = forms.CharField(
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required=False,
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label="Ort",
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widget=forms.TextInput(attrs={
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"class": "manual-field"
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})
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)
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location_country_manual = forms.CharField(
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required=False,
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label="Land",
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widget=forms.TextInput(attrs={
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"class": "manual-field"
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})
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)
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class Meta:
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model = Invoice
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fields = [
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"project",
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"contact",
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"location",
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"contact_name_manual",
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"contact_email_manual",
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"contact_phone_manual",
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"location_name_manual",
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"location_street_manual",
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"location_zip_manual",
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"location_city_manual",
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"location_country_manual",
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"issue_date",
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"due_date",
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"note",
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]
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widgets = {
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"issue_date": forms.DateInput(
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attrs={
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"type": "date"
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}
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),
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"due_date": forms.DateInput(
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attrs={
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"type": "date"
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}
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),
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}
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.apply_style()
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project_id = self.data.get("project") or getattr(
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self.instance,
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"project_id",
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None
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)
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if project_id:
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project = Project.objects.filter(
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id=project_id
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).first()
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if project and project.customer:
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self.fields["contact"].queryset = CustomerContact.objects.filter(
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customer=project.customer
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)
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self.fields["location"].queryset = CustomerLocation.objects.filter(
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customer=project.customer
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)
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class InvoiceItemForm(BaseForm):
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class Meta:
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model = InvoiceItem
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fields = [
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"source_type",
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"item",
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"time_entry",
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"expense",
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"description",
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"quantity",
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"unit",
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"unit_price_net",
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"unit_tax_rate",
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'service_period_from',
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'service_period_to',
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]
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widgets = {
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"quantity": forms.NumberInput(attrs={
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"step": "1.00"
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}),
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"unit_price_net": forms.NumberInput(attrs={
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"step": "1.00"
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}),
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"unit_tax_rate": forms.NumberInput(attrs={
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"step": "1.00"
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}),
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"issue_date": forms.DateInput(
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attrs={
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"type": "date"
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}
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),
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"service_period_from": forms.DateInput(
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attrs={
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"type": "date"
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}
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),
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"service_period_to": forms.DateInput(
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attrs={
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"type": "date"
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}
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),
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}
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def __init__(
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self,
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*args,
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invoice=None,
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**kwargs
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):
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super().__init__(*args, **kwargs)
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self.apply_style()
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self.invoice = invoice
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self.fields["item"].queryset = Item.objects.all()
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self.fields["time_entry"].queryset = TimeEntry.objects.none()
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self.fields["expense"].queryset = Expense.objects.none()
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if invoice and invoice.project:
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self.fields["source_type"].choices = [
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("item", "Artikel"),
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("time", "Zeiterfassung"),
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("expense", "Ausgabe"),
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]
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self.fields["time_entry"].queryset = TimeEntry.objects.filter(
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project=invoice.project,end__isnull=False
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)
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self.fields["expense"].queryset = Expense.objects.filter(
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project=invoice.project
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)
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else:
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self.fields["source_type"].choices = [
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("item", "Artikel"),
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]
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self.fields["item"].widget.attrs["class"] += " source-item"
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self.fields["time_entry"].widget.attrs["class"] += " source-time"
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self.fields["expense"].widget.attrs["class"] += " source-expense"
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def save(self, commit=True):
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obj = super().save(commit=False)
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source = self.cleaned_data.get(
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"source_type"
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)
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# -------------------------
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# ARTIKEL
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# -------------------------
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if source == "item":
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item = self.cleaned_data["item"]
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obj.item = item
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obj.time_entry = None
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obj.expense = None
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obj.description = self.cleaned_data["description"]
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obj.unit = self.cleaned_data["unit"]
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obj.unit_price_net = self.cleaned_data["unit_price_net"]
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obj.unit_tax_rate = self.cleaned_data["unit_tax_rate"]
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# -------------------------
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# ZEITERFASSUNG
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# -------------------------
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elif source == "time":
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entry = self.cleaned_data["time_entry"]
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obj.item = None
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obj.time_entry = entry
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obj.expense = None
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obj.description = self.cleaned_data["description"]
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obj.unit = self.cleaned_data["unit"]
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obj.unit_price_net = self.cleaned_data["unit_price_net"]
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obj.unit_tax_rate = self.cleaned_data["unit_tax_rate"]
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# -------------------------
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# AUSGABE
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# -------------------------
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elif source == "expense":
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expense = self.cleaned_data["expense"]
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obj.item = None
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obj.time_entry = None
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obj.expense = expense
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obj.description = self.cleaned_data["description"]
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obj.unit = self.cleaned_data["unit"]
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obj.unit_price_net = self.cleaned_data["unit_price_net"]
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obj.unit_tax_rate = self.cleaned_data["unit_tax_rate"]
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if commit:
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obj.save()
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return obj
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class OfferForm(BaseForm):
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contact = forms.ModelChoiceField(
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queryset=CustomerContact.objects.none(),
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label="Ansprechpartner",
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required=True
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)
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location = forms.ModelChoiceField(
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queryset=CustomerLocation.objects.none(),
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label="Standort",
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required=True
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)
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class Meta:
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model = Offer
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fields = [
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"customer",
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"contact",
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"location",
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"issue_date",
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"due_date",
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"note",
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]
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widgets = {
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"issue_date": forms.DateInput(attrs={"type": "date"}),
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"due_date": forms.DateInput(attrs={"type": "date"}),
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}
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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self.apply_style()
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customer_id = (
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self.data.get("customer")
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or getattr(self.instance, "customer_id", None)
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)
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if customer_id:
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self.fields["contact"].queryset = CustomerContact.objects.filter(customer_id=customer_id)
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self.fields["location"].queryset = CustomerLocation.objects.filter(customer_id=customer_id)
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else:
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self.fields["contact"].queryset = CustomerContact.objects.none()
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self.fields["location"].queryset = CustomerLocation.objects.none()
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class OfferItemForm(BaseForm):
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class Meta:
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model = OfferItem
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fields = [
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"item",
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"description",
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"quantity",
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"unit",
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"unit_price_net",
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"unit_tax_rate",
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]
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widgets = {
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"quantity": forms.NumberInput(
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attrs={"step": "1.00"}
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),
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"unit_price_net": forms.NumberInput(
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attrs={"step": "1.00"}
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),
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"unit_tax_rate": forms.NumberInput(
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attrs={"step": "1.00"}
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),
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}
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def __init__(
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self,
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*args,
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offer=None,
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**kwargs
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):
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super().__init__(*args, **kwargs)
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self.apply_style()
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self.offer = offer
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self.fields["item"].queryset = (
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Item.objects.all()
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)
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def save(self, commit=True):
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obj = super().save(commit=False)
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item = self.cleaned_data.get("item")
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if item:
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obj.item = item
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if commit:
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obj.save()
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return obj
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class ReminderForm(BaseForm):
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class Meta:
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model = Reminder
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fields = [
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"invoice",
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"issue_date",
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"due_date",
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"fee",
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"note",
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]
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widgets = {
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"issue_date": forms.DateInput(attrs={"type": "date"}),
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"due_date": forms.DateInput(attrs={"type": "date"}),
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}
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def __init__(self, *args, **kwargs):
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super().__init__(*args, **kwargs)
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possible_invoices = []
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invoices = Invoice.objects.filter(
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status=Invoice.Status.OVERDUE,
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due_date__lt=timezone.now().date(),
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).prefetch_related(
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"reminders"
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)
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for invoice in invoices:
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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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# Keine Mahnung vorhanden
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if not reminders.exists():
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possible_invoices.append(invoice)
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continue
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last_reminder = reminders.first()
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# Nur nach expired möglich
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if last_reminder.status != Reminder.Status.EXPIRED:
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continue
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# Maximal 3 Mahnungen
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if last_reminder.level >= 3:
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continue
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possible_invoices.append(invoice)
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self.fields["invoice"].queryset = Invoice.objects.filter(
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id__in=[i.id for i in possible_invoices]
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).order_by("due_date")
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self.apply_style() |