def user_expense_perm(user):
"""compute user perm and returns expense_administrator, expense_subsidiary_manager, expense_manager, expense_paymaster, expense_requester"""
expense_administrator = user.is_superuser or user_has_feature(
user, "expense_administrator")
expense_subsidiary_manager = expense_administrator or user_has_feature(
user, "expense_subsidiary_manager")
expense_manager = expense_administrator or user_has_feature(
user, "expense_manager")
expense_paymaster = expense_administrator or user_has_feature(
user, "expense_paymaster")
expense_requester = expense_administrator or user_has_feature(
user, "expense")
return expense_administrator, expense_subsidiary_manager, expense_manager, expense_paymaster, expense_requester
def __getitem__(self, feature):
return user_has_feature(self.user, str(feature))
def bill_review(request):
"""Review of bills: bills overdue, due soon, or to be created"""
today = date.today()
wait_warning = timedelta(
15) # wait in days used to warn that a bill is due soon
subsidiary = get_subsidiary_from_session(request)
# Get bills overdue, due soon, litigious and recently paid
overdue_bills = ClientBill.objects.filter(
state="1_SENT", due_date__lte=today).select_related()
soondue_bills = ClientBill.objects.filter(
state="1_SENT",
due_date__gt=today,
due_date__lte=(today + wait_warning)).select_related()
recent_bills = ClientBill.objects.filter(
state="2_PAID").order_by("-payment_date").select_related()
litigious_bills = ClientBill.objects.filter(
state="3_LITIGIOUS").select_related()
supplier_overdue_bills = SupplierBill.objects.filter(
state__in=("1_RECEIVED", "1_VALIDATED"),
due_date__lte=today).select_related()
supplier_soondue_bills = SupplierBill.objects.filter(
state__in=("1_RECEIVED", "1_VALIDATED"),
due_date__gt=today).select_related()
# Filter bills on subsidiary if defined
if subsidiary:
overdue_bills = overdue_bills.filter(lead__subsidiary=subsidiary)
soondue_bills = soondue_bills.filter(lead__subsidiary=subsidiary)
recent_bills = recent_bills.filter(lead__subsidiary=subsidiary)
litigious_bills = litigious_bills.filter(lead__subsidiary=subsidiary)
supplier_overdue_bills = supplier_overdue_bills.filter(
lead__subsidiary=subsidiary)
supplier_soondue_bills = supplier_soondue_bills.filter(
lead__subsidiary=subsidiary)
# Limit recent bill to last 20 ones
recent_bills = recent_bills[:20]
# Compute totals
soondue_bills_total = soondue_bills.aggregate(Sum("amount"))["amount__sum"]
overdue_bills_total = overdue_bills.aggregate(Sum("amount"))["amount__sum"]
litigious_bills_total = litigious_bills.aggregate(
Sum("amount"))["amount__sum"]
soondue_bills_total_with_vat = sum([
bill.amount_with_vat for bill in soondue_bills if bill.amount_with_vat
])
overdue_bills_total_with_vat = sum([
bill.amount_with_vat for bill in overdue_bills if bill.amount_with_vat
])
litigious_bills_total_with_vat = sum([
bill.amount_with_vat for bill in litigious_bills
if bill.amount_with_vat
])
# Get leads with done timesheet in past three month that don't have bill yet
leads_without_bill = Lead.objects.filter(
state="WON",
mission__timesheet__working_date__gte=(date.today() - timedelta(90)))
leads_without_bill = leads_without_bill.annotate(
Count("clientbill")).filter(clientbill__count=0)
if subsidiary:
leads_without_bill = leads_without_bill.filter(subsidiary=subsidiary)
return render(
request, "billing/bill_review.html", {
"overdue_bills":
overdue_bills,
"soondue_bills":
soondue_bills,
"recent_bills":
recent_bills,
"litigious_bills":
litigious_bills,
"soondue_bills_total":
soondue_bills_total,
"overdue_bills_total":
overdue_bills_total,
"litigious_bills_total":
litigious_bills_total,
"soondue_bills_total_with_vat":
soondue_bills_total_with_vat,
"overdue_bills_total_with_vat":
overdue_bills_total_with_vat,
"litigious_bills_total_with_vat":
litigious_bills_total_with_vat,
"leads_without_bill":
leads_without_bill,
"supplier_soondue_bills":
supplier_soondue_bills,
"supplier_overdue_bills":
supplier_overdue_bills,
"billing_management":
user_has_feature(request.user, "billing_management"),
"consultant":
Consultant.objects.filter(
trigramme__iexact=request.user.username).first(),
"user":
request.user
})
def client_bill(request, bill_id=None):
"""Add or edit client bill"""
billDetailFormSet = None
billExpenseFormSet = None
billing_management_feature = "billing_management"
forbiden = HttpResponseRedirect(reverse("core:forbiden"))
if bill_id:
try:
bill = ClientBill.objects.get(id=bill_id)
except ClientBill.DoesNotExist:
raise Http404
else:
bill = None
BillDetailFormSet = inlineformset_factory(ClientBill,
BillDetail,
formset=BillDetailInlineFormset,
form=BillDetailForm,
fields="__all__")
BillExpenseFormSet = inlineformset_factory(
ClientBill,
BillExpense,
formset=BillExpenseInlineFormset,
form=BillExpenseForm,
fields="__all__")
wip_status = ("0_DRAFT", "0_PROPOSED")
if request.POST:
form = ClientBillForm(request.POST, request.FILES, instance=bill)
# First, ensure user is allowed to manipulate the bill
if bill and bill.state not in wip_status and not user_has_feature(
request.user, billing_management_feature):
return forbiden
if form.data["state"] not in wip_status and not user_has_feature(
request.user, billing_management_feature):
return forbiden
# Now, process form
if bill and bill.state in wip_status:
billDetailFormSet = BillDetailFormSet(request.POST, instance=bill)
billExpenseFormSet = BillExpenseFormSet(request.POST,
instance=bill)
if form.is_valid() and (billDetailFormSet is None
or billDetailFormSet.is_valid()) and (
billExpenseFormSet is None
or billExpenseFormSet.is_valid()):
bill = form.save()
if billDetailFormSet:
billDetailFormSet.save()
if billExpenseFormSet:
billExpenseFormSet.save()
bill.save() # Again, to take into account modified details.
if bill.state in wip_status:
success_url = reverse_lazy("billing:client_bill",
args=[
bill.id,
])
else:
success_url = request.GET.get(
'return_to', False) or reverse_lazy(
"crm:company_detail",
args=[
bill.lead.client.organisation.company.id,
]) + "#goto_tab-billing"
if bill.bill_file:
if form.changed_data == [
"state"
] and billDetailFormSet is None and billExpenseFormSet is None:
# only state has change. No need to regenerate bill file.
messages.add_message(request, messages.INFO,
_("Bill state has beed updated"))
elif "bill_file" in form.changed_data:
# a file has been provided by user himself. We must not generate a file and overwrite it.
messages.add_message(
request, messages.WARNING,
_("Using custom user file to replace current bill")
)
else:
# bill file exist but authorized admin change information and do not provide custom file. Let's generate again bill file
messages.add_message(
request, messages.WARNING,
_("A new bill is generated and replace the previous one"
))
if os.path.exists(bill.bill_file.path):
os.remove(bill.bill_file.path)
generate_bill_pdf(bill, request)
else:
# Bill file still not exist. Let's create it
messages.add_message(
request, messages.INFO,
_("A new bill file has been generated"))
generate_bill_pdf(bill, request)
return HttpResponseRedirect(success_url)
else:
if bill:
# Create a form to edit the given bill
form = ClientBillForm(instance=bill)
if bill.state in wip_status:
billDetailFormSet = BillDetailFormSet(instance=bill)
billExpenseFormSet = BillExpenseFormSet(instance=bill)
else:
# Still no bill, let's create it with its detail if at least mission or lead has been provided
missions = []
if request.GET.get("lead"):
lead = Lead.objects.get(id=request.GET.get("lead"))
missions = lead.mission_set.all() # take all missions
if request.GET.get("mission"):
missions = [Mission.objects.get(id=request.GET.get("mission"))]
if missions:
bill = ClientBill.objects.create(lead=missions[0].lead)
bill.save()
for mission in missions:
if mission.billing_mode == "TIME_SPENT":
if request.GET.get("start_date") and request.GET.get(
"end_date"):
start_date = date(
int(request.GET.get("start_date")[0:4]),
int(request.GET.get("start_date")[4:6]), 1)
end_date = date(int(request.GET.get("end_date")[0:4]),
int(request.GET.get("end_date")[4:6]),
1)
else:
start_date = previousMonth(previousMonth(date.today()))
end_date = previousMonth(date.today())
update_client_bill_from_timesheet(bill, mission,
start_date, end_date)
else: # FIXED_PRICE mission
proportion = request.GET.get("proportion", 0.30)
bill = update_client_bill_from_proportion(
bill, mission, proportion=proportion)
if bill:
form = ClientBillForm(instance=bill)
billDetailFormSet = BillDetailFormSet(instance=bill)
billExpenseFormSet = BillExpenseFormSet(instance=bill)
else:
# Simple virgin new form
form = ClientBillForm()
return render(
request, "billing/client_bill_form.html", {
"bill_form": form,
"detail_formset": billDetailFormSet,
"detail_formset_helper": BillDetailFormSetHelper(),
"expense_formset": billExpenseFormSet,
"expense_formset_helper": BillExpenseFormSetHelper(),
"bill_id": bill.id if bill else None,
"can_delete": bill.state in wip_status if bill else False,
"can_preview": bill.state in wip_status if bill else False,
"user": request.user
})
def client_bill(request, bill_id=None):
"""Add or edit client bill"""
billDetailFormSet = None
billExpenseFormSet = None
billing_management_feature = "billing_management"
forbiden = HttpResponseRedirect(reverse("core:forbiden"))
if bill_id:
try:
bill = ClientBill.objects.get(id=bill_id)
except ClientBill.DoesNotExist:
raise Http404
else:
bill = None
BillDetailFormSet = inlineformset_factory(ClientBill,
BillDetail,
formset=BillDetailInlineFormset,
form=BillDetailForm,
fields="__all__")
BillExpenseFormSet = inlineformset_factory(
ClientBill,
BillExpense,
formset=BillExpenseInlineFormset,
form=BillExpenseForm,
fields="__all__")
wip_status = ("0_DRAFT", "0_PROPOSED")
if request.POST:
form = ClientBillForm(request.POST, request.FILES, instance=bill)
# First, ensure user is allowed to manipulate the bill
if bill and bill.state not in wip_status and not user_has_feature(
request.user, billing_management_feature):
return forbiden
if form.data["state"] not in wip_status and not user_has_feature(
request.user, billing_management_feature):
return forbiden
# Now, process form
if bill and bill.state in wip_status:
billDetailFormSet = BillDetailFormSet(request.POST, instance=bill)
billExpenseFormSet = BillExpenseFormSet(request.POST,
instance=bill)
if form.is_valid() and (billDetailFormSet is None
or billDetailFormSet.is_valid()) and (
billExpenseFormSet is None
or billExpenseFormSet.is_valid()):
bill = form.save()
if billDetailFormSet:
billDetailFormSet.save()
if billExpenseFormSet:
billExpenseFormSet.save()
bill.save() # Again, to take into account modified details.
if bill.state in wip_status:
success_url = reverse_lazy("billing:client_bill",
args=[
bill.id,
])
else:
success_url = request.GET.get(
'return_to', False) or reverse_lazy(
"crm:company_detail",
args=[
bill.lead.client.organisation.company.id,
]) + "#goto_tab-billing"
if not bill.bill_file:
fake_http_request = request
fake_http_request.method = "GET"
response = BillPdf.as_view()(fake_http_request,
bill_id=bill.id)
pdf = response.rendered_content.read()
filename = bill_pdf_filename(bill)
content = ContentFile(pdf, name=filename)
bill.bill_file.save(filename, content)
bill.save()
return HttpResponseRedirect(success_url)
else:
if bill:
form = ClientBillForm(instance=bill)
if bill.state in wip_status:
billDetailFormSet = BillDetailFormSet(instance=bill)
billExpenseFormSet = BillExpenseFormSet(instance=bill)
else:
# Still no bill, let's create it with its detail if at least mission has been provided
if request.GET.get("mission"):
mission = Mission.objects.get(id=request.GET.get("mission"))
if mission.billing_mode == "TIME_SPENT":
if request.GET.get("month") and request.GET.get("year"):
month = date(int(request.GET.get("year")),
int(request.GET.get("month")), 1)
else:
month = date.today().replace(day=1)
bill = create_client_bill_from_timesheet(mission, month)
else: # FIXED_PRICE mission
proportion = request.GET.get("proportion", 0.30)
bill = create_client_bill_from_proportion(
mission, proportion=proportion)
form = ClientBillForm(instance=bill)
billDetailFormSet = BillDetailFormSet(instance=bill)
billExpenseFormSet = BillExpenseFormSet(instance=bill)
else:
form = ClientBillForm()
return render(
request, "billing/client_bill_form.html", {
"bill_form": form,
"detail_formset": billDetailFormSet,
"detail_formset_helper": BillDetailFormSetHelper(),
"expense_formset": billExpenseFormSet,
"expense_formset_helper": BillExpenseFormSetHelper(),
"bill_id": bill.id if bill else None,
"can_delete": bill.state in wip_status if bill else False,
"can_preview": bill.state in wip_status if bill else False,
"user": request.user
})
