class IncomeType(FakerMixin, CommonFieldMixin, DescriptionFieldMixin):
name = models.CharField('收入类型', max_length=50)
data_path = os.path.join(BASE_DIR, 'data/income_type.json')
objects = models.Manager()
enabled_objects = EnabledEntityManager()
class Meta:
verbose_name = '收入类型'
verbose_name_plural = '收入类型'
def __str__(self):
return self.name
class Stage(FakerMixin, CommonFieldMixin):
name = models.CharField('阶段', max_length=100)
objects = models.Manager()
enabled_objects = EnabledEntityManager()
data_path = os.path.join(BASE_DIR, 'data/case_stage.json')
class Meta:
verbose_name = '案件阶段'
verbose_name_plural = '案件阶段'
def __str__(self):
return '{}'.format(self.name)
class Category(FakerMixin, CommonFieldMixin):
name = models.CharField('类别', max_length=100)
parent = models.ForeignKey('self',
on_delete=models.CASCADE,
null=True,
blank=True)
objects = models.Manager()
enabled_objects = EnabledEntityManager()
data_path = os.path.join(BASE_DIR, 'data/case_category.json')
class Meta:
verbose_name = '案件分类'
verbose_name_plural = '案件分类'
def __str__(self):
return '{}'.format(self.name)
@classmethod
def get_choices(cls, parent=None):
"""
生成带有一级optgroup的HTML select options数据
:param parent: 用于筛选返回结果中的类别，支持list或者单个int值
:return:
"""
choices = []
for c in cls.enabled_objects.all():
if c.parent is not None:
continue
if parent and (isinstance(parent, list) and c.id not in parent
or c.id != parent):
# 筛选分类
# 在Trademark/Pattern relatedView中会调用
continue
choices.append((c.name, [(child_c.id, child_c.name)
for child_c in c.category_set.all()]))
return choices
class Receipts(CommonFieldMixin, DescriptionFieldMixin):
amount = models.DecimalField('已收款金额', max_digits=10, decimal_places=2)
exchange_rate = models.DecimalField('收款汇率', max_digits=8, decimal_places=4)
received_date = models.DateField('收款日期')
currency = models.ForeignKey('base.Currency',
verbose_name='收款货币',
on_delete=models.SET_NULL,
null=True)
receivable = models.ForeignKey(Receivable,
verbose_name='待收款账单',
on_delete=models.SET_NULL,
null=True)
deposit = models.ForeignKey('income.Deposit',
verbose_name='客户预存款',
on_delete=models.SET_NULL,
null=True)
objects = models.Manager()
enabled_objects = EnabledEntityManager()
modelform_class = 'sale.forms.ReceiptsModelForm'
datatables_class = 'sale.datatables.ReceiptsDataTable'
related_entity_config = {}
class Meta:
verbose_name = '已收款项'
verbose_name_plural = '已收款项'
def __str__(self):
return '{}{}-{}'.format(self.currency_id, self.amount,
self.received_date)
def get_absolute_url(self):
return reverse('receipts:detail', kwargs={'receipts_id': self.id})
def get_deletion_url(self):
return reverse('receipts:disable', kwargs={'receipts_id': self.id})
def get_deletion_success_url(self):
return reverse('receipts:detail', kwargs={'receipts_id': self.id})
@classmethod
def get_related_entity_config(cls):
if cls.related_entity_config is not None:
return cls.related_entity_config
def get_detail_info(self):
detail_info = {}
desc = OrderedDict()
detail_info['title'] = '金额：{}'.format(self.amount)
detail_info['sub_title'] = ''
desc['收款汇率'] = self.exchange_rate or '未设置'
desc['货币'] = self.currency.name_chs
desc['收款日期'] = self.received_date or '未指定'
desc['手续费'] = self.transfer_charge or '未指定'
desc['所属待收账单'] = getattr(self.receivable, 'name', '未指定编号')
detail_info['desc'] = desc
detail_info['enabled'] = self.enabled
return detail_info
@cached_property
def amount_cny(self):
if self.currency_id == 'CNY':
return self.amount
else:
return self.amount * self.exchange_rate
class Receivable(CommonFieldMixin, DescriptionFieldMixin):
no = models.CharField('待收款账单编号', max_length=100)
sent_date = models.DateField('账单发送日期', null=True, blank=True)
due_date = models.DateField('待收期限', null=True, blank=True)
amount = models.DecimalField('待收总金额', max_digits=10, decimal_places=2)
unsettled_amount = models.DecimalField('未收总金额',
max_digits=10,
decimal_places=2,
null=True,
blank=True)
settled = models.BooleanField('客户是否付清', default=False)
subcase = models.ForeignKey('case.SubCase',
verbose_name='关联分案',
on_delete=models.SET_NULL,
null=True)
currency = models.ForeignKey('base.Currency',
verbose_name='货币',
on_delete=models.SET_NULL,
null=True)
objects = models.Manager()
enabled_objects = EnabledEntityManager()
modelform_class = 'sale.forms.ReceivableModelForm'
datatables_class = 'sale.datatables.ReceivableDataTable'
related_entity_config = {
'sale.receipts': {
'query_path': 'receivable',
'verbose_name': '已收款项'
}
}
class Meta:
verbose_name = '待收款项'
verbose_name_plural = '待收款项'
def __str__(self):
return '{}-{}{}'.format(self.no, self.currency_id, self.amount)
def get_absolute_url(self):
return reverse('receivable:detail', kwargs={'receivable_id': self.id})
def get_deletion_url(self):
return reverse('receivable:disable', kwargs={'receivable_id': self.id})
def get_deletion_success_url(self):
return reverse('receivable:detail', kwargs={'receivable_id': self.id})
@classmethod
def get_related_entity_config(cls):
if cls.related_entity_config is not None:
return cls.related_entity_config
def get_detail_info(self):
detail_info = {}
desc = OrderedDict()
detail_info['title'] = self.no or '未指定编号'
detail_info['sub_title'] = '<a href="{}">{}</a>'.format(
reverse('subcase:detail', kwargs={'subcase_id': self.subcase_id}),
self.subcase.name)
desc['所属案件'] = '<a href="{}">{}</a>'.format(
reverse('case:detail', kwargs={'case_id': self.subcase.case_id}),
self.subcase.case.name)
desc['金额'] = self.amount
desc['未收金额'] = self.unsettled_amount
desc['货币'] = self.currency.name_chs
desc['收款期限'] = self.due_date or '未指定'
desc['账单发送日期'] = self.sent_date or '未指定'
detail_info['desc'] = desc
detail_info['enabled'] = self.enabled
return detail_info
class Income(CommonFieldMixin, DescriptionFieldMixin):
amount = models.DecimalField('收入金额', max_digits=10, decimal_places=2)
exchange_rate = models.DecimalField('汇率',
max_digits=8,
decimal_places=4,
default=Decimal('1'))
incurred_date = models.DateField('收入日期', null=True, blank=True)
currency = models.ForeignKey('base.Currency',
verbose_name='货币',
default='CNY',
on_delete=models.SET_NULL,
null=True)
income_type = models.ForeignKey(IncomeType,
verbose_name='收入类型',
on_delete=models.SET_NULL,
null=True)
subcase = models.ForeignKey('case.SubCase',
verbose_name='关联分案件',
on_delete=models.SET_NULL,
null=True)
objects = models.Manager()
enabled_objects = EnabledEntityManager()
modelform_class = 'income.forms.IncomeModelForm'
datatables_class = 'income.datatables.IncomeDataTable'
related_entity_config = {}
class Meta:
verbose_name = '其它收入'
verbose_name_plural = '其它收入'
def __str__(self):
return '{}{}'.format(self.currency_id, self.amount)
def get_absolute_url(self):
return reverse('income:detail', kwargs={'income_id': self.id})
def get_deletion_url(self):
return reverse('income:disable', kwargs={'income_id': self.id})
def get_deletion_success_url(self):
return reverse('income:detail', kwargs={'income_id': self.id})
@classmethod
def get_related_entity_config(cls):
if cls.related_entity_config is not None:
return cls.related_entity_config
def get_detail_info(self):
detail_info = {}
desc = OrderedDict()
detail_info['title'] = '金额：{}'.format(self.amount)
detail_info['sub_title'] = self.income_type.name
desc['货币'] = self.currency.name_chs
desc['汇率'] = self.exchange_rate or '未设置'
desc['日期'] = self.incurred_date or '未指定'
if self.subcase:
desc['关联分案件'] = '<a href="{}">{}</a>'.format(
reverse('subcase:detail',
kwargs={'subcase_id': self.subcase_id}),
self.subcase.name)
detail_info['desc'] = desc
detail_info['enabled'] = self.enabled
return detail_info
@cached_property
def amount_cny(self):
if self.currency_id == 'CNY':
return self.amount
else:
return self.amount * self.exchange_rate
class Payment(CommonFieldMixin, DescriptionFieldMixin):
amount = models.DecimalField('已付款金额', max_digits=10, decimal_places=2)
exchange_rate = models.DecimalField('付款汇率', max_digits=8, decimal_places=4)
paid_date = models.DateField('付款日期')
currency = models.ForeignKey(
'base.Currency',
verbose_name='付款货币',
on_delete=models.SET_NULL,
null=True
)
payable = models.ForeignKey(
Payable,
verbose_name='应付款账单',
on_delete=models.SET_NULL,
null=True
)
objects = models.Manager()
enabled_objects = EnabledEntityManager()
modelform_class = 'purchase.forms.PaymentModelForm'
datatables_class = 'purchase.datatables.PaymentDataTable'
related_entity_config = {
'purchase.paymentlink': {
'query_path': 'payment',
'verbose_name': '转移'
}
}
class Meta:
verbose_name = '已付款项'
verbose_name_plural = '已付款项'
def __str__(self):
return '{}{}-{}'.format(self.currency_id, self.amount, self.paid_date)
def get_absolute_url(self):
return reverse('payment:detail', kwargs={'payment_id': self.id})
def get_deletion_url(self):
return reverse('payment:disable', kwargs={'payment_id': self.id})
def get_deletion_success_url(self):
return reverse('payment:detail', kwargs={'payment_id': self.id})
@classmethod
def get_related_entity_config(cls):
if cls.related_entity_config is not None:
return cls.related_entity_config
def get_detail_info(self):
detail_info = {}
desc = OrderedDict()
detail_info['title'] = '金额：{}'.format(self.amount)
detail_info['sub_title'] = ''
desc['付款汇率'] = self.exchange_rate or '未设置'
desc['货币'] = self.currency.name_chs
desc['付款日期'] = self.paid_date or '未指定'
desc['手续费(人民币)'] = self.transfer_charge.amount or '未指定'
desc['已转移金额'] = self.linked_amount
desc['未转移金额'] = self.unlinked_amount
desc['所属待付账单'] = '<a href="{}">{}</a>'.format(
reverse('payable:detail', kwargs={'payable_id': self.payable_id}),
self.payable.no
)
desc['所属分案'] = '<a href="{}">{}</a>'.format(
reverse('subcase:detail', kwargs={'subcase_id': self.payable.subcase_id}),
self.payable.subcase.name
)
desc['所属案件'] = '<a href="{}">{}</a>'.format(
reverse('case:detail', kwargs={'case_id': self.payable.subcase.case_id}),
self.payable.subcase.case.name
)
detail_info['desc'] = desc
detail_info['enabled'] = self.enabled
return detail_info
@cached_property
def amount_cny(self):
if self.currency_id == 'CNY':
return self.amount
else:
return self.amount * self.exchange_rate
@cached_property
def linked_amount(self):
return sum(link.amount for link in self.paymentlink_set.filter(enabled=1).all())
@cached_property
def unlinked_amount(self):
return self.amount - self.linked_amount
@cached_property
def unlinked_amount_cny(self):
return self.unlinked_amount * self.exchange_rate
class PaymentLink(CommonFieldMixin, DescriptionFieldMixin):
amount = models.DecimalField('转移金额', max_digits=10, decimal_places=2)
payment = models.ForeignKey(
Payment,
verbose_name='已付账单',
on_delete=models.SET_NULL,
null=True
)
subcase = models.ForeignKey(
'case.SubCase',
verbose_name='转移目标(分案件)',
on_delete=models.SET_NULL,
null=True
)
objects = models.Manager()
enabled_objects = EnabledEntityManager()
modelform_class = 'purchase.forms.PaymentLinkModelForm'
datatables_class = 'purchase.datatables.PaymentLinkDataTable'
related_entity_config = {}
class Meta:
verbose_name = '已付款转移'
verbose_name_plural = '已付款转移'
def __str__(self):
return '转移已付款项: {}'.format(self.amount)
def get_absolute_url(self):
return reverse('paymentlink:detail', kwargs={'paymentlink_id': self.id})
def get_deletion_url(self):
return reverse('paymentlink:disable', kwargs={'paymentlink_id': self.id})
def get_deletion_success_url(self):
return reverse('paymentlink:detail', kwargs={'paymentlink_id': self.id})
@classmethod
def get_related_entity_config(cls):
if cls.related_entity_config is not None:
return cls.related_entity_config
def get_detail_info(self):
detail_info = {}
desc = OrderedDict()
detail_info['title'] = '金额：{}'.format(self.amount)
detail_info['sub_title'] = ''
desc['关联已付款金额'] = '<a href="{}">{}</a>'.format(
reverse('payment:detail', kwargs={'payment_id': self.payment_id}),
self.payment.amount
)
desc['关联已付款货币'] = self.payment.currency.name_chs
desc['关联分案'] = '<a href="{}">{}</a>'.format(
reverse('subcase:detail', kwargs={'subcase_id': self.subcase_id}),
self.subcase.name
)
detail_info['desc'] = desc
detail_info['enabled'] = self.enabled
return detail_info
@cached_property
def amount_cny(self):
if self.payment.currency_id == 'CNY':
return self.amount
else:
return self.amount * self.payment.exchange_rate
class Expense(CommonFieldMixin, DescriptionFieldMixin):
amount = models.DecimalField('支出金额', max_digits=10, decimal_places=2)
exchange_rate = models.DecimalField(
'汇率',
max_digits=8,
decimal_places=4,
default=Decimal('1'),
)
incurred_date = models.DateField('支出日期', null=True, blank=True)
currency = models.ForeignKey('base.Currency',
verbose_name='货币',
default='CNY',
on_delete=models.SET_NULL,
null=True)
expense_type = models.ForeignKey(ExpenseType,
verbose_name='支出类型',
on_delete=models.SET_NULL,
null=True)
subcase = models.ForeignKey('case.SubCase',
verbose_name='关联分案件',
on_delete=models.SET_NULL,
null=True)
payment = models.OneToOneField('purchase.Payment',
verbose_name='关联已付款项',
related_name='transfer_charge',
on_delete=models.SET_NULL,
null=True)
receipts = models.OneToOneField('sale.Receipts',
verbose_name='关联已收款项',
related_name='transfer_charge',
on_delete=models.SET_NULL,
null=True)
objects = models.Manager()
enabled_objects = EnabledEntityManager()
modelform_class = 'expense.forms.ExpenseModelForm'
datatables_class = 'expense.datatables.ExpenseDataTable'
related_entity_config = {}
class Meta:
verbose_name = '支出'
verbose_name_plural = '支出'
def __str__(self):
return '{}{}'.format(self.currency_id, self.amount)
def get_absolute_url(self):
return reverse('expense:detail', kwargs={'expense_id': self.id})
def get_deletion_url(self):
return reverse('expense:disable', kwargs={'expense_id': self.id})
def get_deletion_success_url(self):
return reverse('expense:detail', kwargs={'expense_id': self.id})
@classmethod
def get_related_entity_config(cls):
if cls.related_entity_config is not None:
return cls.related_entity_config
def get_detail_info(self):
detail_info = {}
desc = OrderedDict()
detail_info['title'] = '金额：{}'.format(self.amount)
detail_info['sub_title'] = self.expense_type.name
desc['货币'] = self.currency.name_chs
desc['汇率'] = self.exchange_rate or '未设置'
desc['日期'] = self.incurred_date or '未指定'
if self.receipts:
desc['关联已收款项'] = '<a href="{}">{} {}(<i>{}</i>)</a>'.format(
reverse('receipts:detail',
kwargs={'receipts_id':
self.receipts_id}), self.receipts.currency_id,
self.receipts.amount, self.receipts.received_date)
if self.payment:
desc['关联已付款项'] = '<a href="{}">{} {}(<i>{}</i>)</a>'.format(
reverse('payment:detail',
kwargs={'payment_id':
self.payment_id}), self.payment.currency_id,
self.payment.amount, self.payment.paid_date)
if self.subcase:
desc['关联分案件'] = '<a href="{}">{}</a>'.format(
reverse('subcase:detail',
kwargs={'subcase_id': self.subcase_id}),
self.subcase.name)
detail_info['desc'] = desc
detail_info['enabled'] = self.enabled
return detail_info
@cached_property
def amount_cny(self):
if self.currency_id == 'CNY':
return self.amount
else:
return self.amount * self.exchange_rate
class Case(FakerMixin, CommonFieldMixin, DescriptionFieldMixin):
name = models.CharField('案件名称', max_length=200)
archive_no = models.CharField('档案号', max_length=100, null=True, blank=True)
closed = models.BooleanField('结案', default=False)
client = models.ForeignKey('base.Client',
verbose_name='客户',
on_delete=models.SET_NULL,
null=True)
owner = models.ForeignKey('base.Owner',
verbose_name='所属部门',
on_delete=models.SET_NULL,
null=True)
category = models.ForeignKey(Category,
verbose_name='案件类型',
on_delete=models.SET_NULL,
null=True)
stage = models.ForeignKey(Stage,
verbose_name='所处阶段',
on_delete=models.SET_NULL,
null=True)
trademark = models.ForeignKey('base.Trademark',
verbose_name='商标',
on_delete=models.SET_NULL,
null=True,
blank=True)
pattern = models.ForeignKey('base.Pattern',
verbose_name='专利',
on_delete=models.SET_NULL,
null=True,
blank=True)
objects = models.Manager()
enabled_objects = EnabledEntityManager()
datatables_class = 'case.datatables.CaseDataTable'
modelform_class = 'case.forms.CaseModelForm'
related_entity_config = {
'case.subcase': {
'query_path': 'case',
'verbose_name': '分案信息',
}
}
faker_fields = {
'name': 'sentence',
'archive_no': 'isbn13',
'settled': 'pybool',
'closed': 'pybool',
'client': Client,
'owner': Owner,
'category': Category,
'stage': Stage,
'desc': 'paragraph'
}
class Meta:
verbose_name = '案件'
verbose_name_plural = '案件'
def __str__(self):
return '{}:{}'.format(self.archive_no, self.name)
def get_absolute_url(self):
return reverse('case:detail', kwargs={'case_id': self.id})
def get_deletion_url(self):
return reverse('case:disable', kwargs={'case_id': self.id})
def get_deletion_success_url(self):
return reverse('case:detail', kwargs={'case_id': self.id})
def get_detail_info(self):
detail_info = {}
desc = OrderedDict()
detail_info['title'] = self.name
detail_info['sub_title'] = self.archive_no
desc['客户'] = '<a href="{}">{}</a>'.format(
reverse('client:detail', kwargs={'client_id': self.client_id}),
self.client.name)
desc['案件类型'] = self.category.name
desc['所属阶段'] = self.stage.name
desc['所属部门'] = self.owner.name
desc['结案'] = '是' if self.closed else '否'
detail_info['desc'] = desc
detail_info['enabled'] = self.enabled
return detail_info
@classmethod
def get_related_entity_config(cls):
if cls.related_entity_config is not None:
return cls.related_entity_config
@cached_property
def balance_amount_cny(self):
balance = sum(subcase.receipts_sum_cny + subcase.income_sum_cny -
(subcase.payment_sum_cny + subcase.expense_sum_cny +
subcase.paymentlink_sum_cny)
for subcase in self.subcase_set.filter(enabled=1).all())
return balance
class SubCase(FakerMixin, CommonFieldMixin, DescriptionFieldMixin):
name = models.CharField('分案名', max_length=200)
closed = models.BooleanField('结案', default=False)
agent = models.ForeignKey(
'base.Client',
related_name='agent_subcase',
verbose_name='代理',
on_delete=models.SET_NULL,
null=True,
)
case = models.ForeignKey(
Case,
verbose_name='所属案件',
on_delete=models.SET_NULL,
null=True,
)
category = models.ForeignKey(Category,
verbose_name='案件类型',
on_delete=models.SET_NULL,
null=True)
stage = models.ForeignKey(
Stage,
verbose_name='所处阶段',
on_delete=models.SET_NULL,
null=True,
)
trademarknation = models.ForeignKey('base.TrademarkNation',
verbose_name='商标-进入国家',
on_delete=models.SET_NULL,
null=True,
blank=True)
patternnation = models.ForeignKey('base.PatternNation',
verbose_name='专利-进入国家',
on_delete=models.SET_NULL,
null=True,
blank=True)
objects = models.Manager()
enabled_objects = EnabledEntityManager()
modelform_class = 'case.forms.SubCaseModelForm'
datatables_class = 'case.datatables.SubCaseDataTable'
related_entity_config = {
'sale.receivable': {
'query_path': 'subcase',
'verbose_name': '待收款项',
},
'purchase.payable': {
'query_path': 'subcase',
'verbose_name': '待付款项',
},
'expense.expense': {
'query_path': 'subcase',
'verbose_name': '其它支出'
},
'income.income': {
'query_path': 'subcase',
'verbose_name': '其它收入'
},
}
class Meta:
verbose_name = '分案'
verbose_name_plural = '分案'
def __str__(self):
return '分案: {}'.format(self.name)
def get_absolute_url(self):
return reverse('subcase:detail', kwargs={'subcase_id': self.id})
def get_deletion_url(self):
return reverse('subcase:disable', kwargs={'subcase_id': self.id})
def get_deletion_success_url(self):
return reverse('subcase:detail', kwargs={'subcase_id': self.id})
@classmethod
def get_related_entity_config(cls):
if cls.related_entity_config is not None:
return cls.related_entity_config
def get_detail_info(self):
detail_info = {}
desc = OrderedDict()
detail_info['title'] = self.name
detail_info['sub_title'] = '<a href="{}">{}</a>'.format(
reverse('case:detail', kwargs={'case_id': self.case_id}),
self.case.name)
desc['代理'] = '<a href="{}">{}</a>'.format(
reverse('client:detail', kwargs={'client_id': self.agent_id}),
self.agent.name)
desc['案件类型'] = self.category.name
desc['所处阶段'] = self.stage.name
if self.trademarknation:
desc['商标(国家)'] = '<a href="{}">{}</a>'.format(
reverse('trademarknation:detail',
kwargs={'trademarknation_id':
self.trademarknation_id}),
self.trademarknation)
if self.patternnation:
desc['专利(国家)'] = '<a href="{}">{}</a>'.format(
reverse('patternnation:detail',
kwargs={'patternnation_id': self.patternnation_id}),
self.patternnation)
desc['结案'] = '是' if self.closed else '否'
detail_info['desc'] = desc
detail_info['enabled'] = self.enabled
return detail_info
@property
def receipts_iter(self):
# 因为这个iter要多次使用
# 所以不能设置为cached_property
# 注意要使用filter enabled=1
return itertools.chain.from_iterable(
rv.receipts_set.filter(enabled=1).all()
for rv in self.receivable_set.all())
@cached_property
def receipts_sum_cny(self):
# 所有关联receipts的总金额
# 减去transfer_charge
return sum(rv.amount_cny - rv.transfer_charge.amount
for rv in self.receipts_iter)
@property
def payment_iter(self):
# 因为这个iter要多次使用
# 所以不能设置为cached_property
# 注意要使用filter enabled=1
return itertools.chain.from_iterable(
pa.payment_set.filter(enabled=1).all()
for pa in self.payable_set.all())
@cached_property
def payment_sum_cny(self):
# 所有关联payment的总金额
# 包含transfer_charge
# 注意使用的是unlinked_amount_cny，表示当前payment未被转移的金额(CNY)
return sum(pm.unlinked_amount_cny + pm.transfer_charge.amount
for pm in self.payment_iter)
@cached_property
def paymentlink_sum_cny(self):
# 注意要使用filter enabled=1
return sum(plink.amount_cny
for plink in self.paymentlink_set.filter(enabled=1).all())
@cached_property
def income_sum_cny(self):
# 注意要使用filter enabled=1
return sum(income.amount_cny
for income in self.income_set.filter(enabled=1).all())
@cached_property
def expense_sum_cny(self):
# 注意要使用filter enabled=1
return sum(expense.amount_cny
for expense in self.expense_set.filter(enabled=1).all())