def config_options(self):
if self.config:
options = json.loads(self.config)
output = []
for opt_key, opt_val in options.items():
if opt_key in CONFIG_OPTIONS:
config_option = CONFIG_OPTIONS[opt_key]
config_dict = {
'label': config_option['label'],
'value': config_option['options'][opt_val]['label']
}
output.append(config_dict)
elif opt_key == "invoice_object_type":
value = ", ".join(sorted([get_ct_nice_name(i) for i in opt_val]))
if sorted(opt_val) == sorted([str(i['object_type']) for i in Invoice.objects.values('object_type').distinct()]):
value = "All Apps"
config_dict = {
'label': "Which Apps",
'value': value
}
output.append(config_dict)
elif opt_key == "invoice_membership_filter":
try:
item = MembershipType.objects.get(pk=opt_val)
output.append({
'label': 'Membership Filter',
'value': '%s members only' % item.name
})
except:
pass
return output
return u''
def config_options(self):
if self.config:
options = json.loads(self.config)
output = []
for opt_key, opt_val in options.items():
if opt_key in CONFIG_OPTIONS:
config_option = CONFIG_OPTIONS[opt_key]
config_dict = {
'label': config_option['label'],
'value': config_option['options'][opt_val]['label']
}
output.append(config_dict)
elif opt_key == "invoice_object_type":
value = ", ".join(
sorted([get_ct_nice_name(i) for i in opt_val]))
if sorted(opt_val) == sorted([
unicode(i['object_type']) for i in
Invoice.objects.values('object_type').distinct()
]):
value = "All Apps"
config_dict = {'label': "Which Apps", 'value': value}
output.append(config_dict)
return output
return u''
def config_options(self):
if self.config:
options = json.loads(self.config)
output = []
for opt_key, opt_val in options.items():
if opt_key in CONFIG_OPTIONS:
config_option = CONFIG_OPTIONS[opt_key]
config_dict = {
'label': config_option['label'],
'value': config_option['options'][opt_val]['label']
}
output.append(config_dict)
elif opt_key == "invoice_object_type":
value = ", ".join(sorted([get_ct_nice_name(i) for i in opt_val]))
if sorted(opt_val) == sorted([unicode(i['object_type']) for i in Invoice.objects.values('object_type').distinct()]):
value = "All Apps"
config_dict = {
'label': "Which Apps",
'value': value
}
output.append(config_dict)
elif opt_key == "invoice_membership_filter":
try:
item = MembershipType.objects.get(pk=opt_val)
output.append({
'label': 'Membership Filter',
'value': '%s members only' % item.name
})
except:
pass
return output
return u''
def report_output_invoices(self, run):
from tendenci.apps.invoices.models import Invoice
from tendenci.apps.reports.models import CONFIG_OPTIONS
results = []
totals = {'total': 0, 'payments_credits': 0, 'balance': 0, 'count': 0}
filters = Q()
filters = (filters & Q(create_dt__gte=run.range_start_dt)
& Q(create_dt__lte=run.range_end_dt))
if run.report.config:
for k, v in run.report.config_options_dict().items():
if k in CONFIG_OPTIONS:
filter_kwarg = CONFIG_OPTIONS[k]['options'][v]['filter']
if filter_kwarg:
filters = (filters & Q(**filter_kwarg))
elif k == "invoice_object_type":
if "None" in v:
v.pop(v.index("None"))
filters = (filters & (Q(object_type__in=v)
| Q(object_type__isnull=True)))
else:
filters = (filters & Q(object_type__in=v))
distinct_object_types = Invoice.objects.filter(filters).values(
'object_type').distinct()
for ot in distinct_object_types:
ot_dict = {}
invoices = Invoice.objects.filter(filters).filter(
object_type=ot['object_type'])
ot_dict['invoices'] = invoices.order_by('create_dt')
ot_dict['object_type'] = get_ct_nice_name(ot['object_type'])
ot_dict['count'] = invoices.count()
aggregates = invoices.aggregate(Sum('total'),
Sum('payments_credits'),
Sum('balance'))
ot_dict.update(aggregates)
results.append(ot_dict)
totals['count'] = totals['count'] + ot_dict['count']
totals['total'] = totals['total'] + aggregates['total__sum']
totals['payments_credits'] = totals[
'payments_credits'] + aggregates['payments_credits__sum']
totals['balance'] = totals['balance'] + aggregates['balance__sum']
results = sorted(results, key=lambda k: k['object_type'])
try:
if run.output_type == 'html-extended':
t = get_template("reports/invoices/results-extended.html")
else:
t = get_template("reports/invoices/results.html")
except TemplateDoesNotExist:
self.end_with_error(run)
raise CommandError('The template for this report is missing.')
return t.render(
Context({
'results': results,
'totals': totals,
'run': run
}))
def __init__(self, *args, **kwargs):
super(ReportForm, self).__init__(*args, **kwargs)
fields_to_append = ['invoice_display', 'invoice_status']
for item in fields_to_append:
self.fields[item] = forms.ChoiceField(
choices=[(k, v['label'])
for k, v in CONFIG_OPTIONS[item]['options'].items()],
label=CONFIG_OPTIONS[item]['label'])
if 'invoice_status' in self.fields:
self.fields['invoice_status'].initial = 'has-balance'
self.fields['invoice_membership_filter'] = forms.ChoiceField(
label=
"Filter results based on membership type (if membership is selected)",
choices=[('', '--- Membership type filter ---')] +
sorted([(i['pk'], i['name'])
for i in MembershipType.objects.values('pk', 'name')],
key=lambda t: t[0]),
required=False)
self.fields['invoice_object_type'] = forms.MultipleChoiceField(
label="Which apps to include?",
choices=sorted(
[(i['object_type'], get_ct_nice_name(i['object_type']))
for i in Invoice.objects.values('object_type').distinct()],
key=lambda t: t[1]),
widget=forms.widgets.CheckboxSelectMultiple(),
initial=[
i['object_type']
for i in Invoice.objects.values('object_type').distinct()
])
def config_options(self):
if self.config:
options = json.loads(self.config)
output = []
for opt_key, opt_val in options.items():
if opt_key in CONFIG_OPTIONS:
config_option = CONFIG_OPTIONS[opt_key]
config_dict = {
'label': config_option['label'],
'value': config_option['options'][opt_val]['label']
}
output.append(config_dict)
elif opt_key == "invoice_object_type":
value = ", ".join(sorted([get_ct_nice_name(i) for i in opt_val]))
if sorted(opt_val) == sorted([unicode(i['object_type']) for i in Invoice.objects.values('object_type').distinct()]):
value = "All Apps"
config_dict = {
'label': "Which Apps",
'value': value
}
output.append(config_dict)
return output
return u''
def __init__(self, *args, **kwargs):
super(ReportForm, self).__init__(*args, **kwargs)
fields_to_append = ['invoice_display', 'invoice_status']
for item in fields_to_append:
self.fields[item] = forms.ChoiceField(
choices=[(k, v['label'])
for k, v in CONFIG_OPTIONS[item]['options'].items()],
label=CONFIG_OPTIONS[item]['label'])
if 'invoice_status' in self.fields:
self.fields['invoice_status'].initial = 'has-balance'
self.fields['invoice_object_type'] = forms.MultipleChoiceField(
label="Which apps to include?",
choices=sorted(
[(i['object_type'], get_ct_nice_name(i['object_type']))
for i in Invoice.objects.values('object_type').distinct()],
key=lambda t: t[1]),
widget=forms.widgets.CheckboxSelectMultiple(),
initial=[
i['object_type']
for i in Invoice.objects.values('object_type').distinct()
])
def report_output_invoices(self, run):
from tendenci.apps.invoices.models import Invoice
from tendenci.apps.reports.models import CONFIG_OPTIONS
results = []
totals = {'total': 0, 'payments_credits': 0, 'balance': 0, 'count': 0}
filters = Q()
filters = (filters & Q(create_dt__gte=run.range_start_dt) & Q(create_dt__lte=run.range_end_dt))
if run.report.config:
for k, v in run.report.config_options_dict().items():
if k in CONFIG_OPTIONS:
filter_kwarg = CONFIG_OPTIONS[k]['options'][v]['filter']
if filter_kwarg:
filters = (filters & Q(**filter_kwarg))
elif k == "invoice_object_type":
if "None" in v:
v.pop(v.index("None"))
filters = (filters & (Q(object_type__in=v) | Q(object_type__isnull=True)))
else:
filters = (filters & Q(object_type__in=v))
distinct_object_types = Invoice.objects.filter(filters).values('object_type').distinct()
for ot in distinct_object_types:
ot_dict = {}
invoices = Invoice.objects.filter(filters).filter(
object_type=ot['object_type'])
ot_dict['invoices'] = invoices.order_by('create_dt')
ot_dict['object_type'] = get_ct_nice_name(ot['object_type'])
ot_dict['count'] = invoices.count()
aggregates = invoices.aggregate(Sum('total'), Sum('payments_credits'), Sum('balance'))
ot_dict.update(aggregates)
results.append(ot_dict)
totals['count'] = totals['count'] + ot_dict['count']
totals['total'] = totals['total'] + aggregates['total__sum']
totals['payments_credits'] = totals['payments_credits'] + aggregates['payments_credits__sum']
totals['balance'] = totals['balance'] + aggregates['balance__sum']
results = sorted(results, key=lambda k: k['object_type'])
try:
if run.output_type == 'html-extended':
t = get_template("reports/invoices/results-extended.html")
else:
t = get_template("reports/invoices/results.html")
except TemplateDoesNotExist:
self.end_with_error(run)
raise CommandError('The template for this report is missing.')
return t.render(Context({
'results': results,
'totals': totals,
'run': run}))
def __init__(self, *args, **kwargs):
super(ReportForm, self).__init__(*args, **kwargs)
fields_to_append = ['invoice_display', 'invoice_status']
for item in fields_to_append:
self.fields[item] = forms.ChoiceField(choices=[
(k, v['label']) for k, v in CONFIG_OPTIONS[item]['options'].items()],
label=CONFIG_OPTIONS[item]['label'])
self.fields['invoice_object_type'] = forms.MultipleChoiceField(
label="Which apps to include?",
choices=sorted([(i['object_type'], get_ct_nice_name(i['object_type'])) for i in Invoice.objects.values('object_type').distinct()], key=lambda t: t[1]),
widget=forms.widgets.CheckboxSelectMultiple(),
initial=[i['object_type'] for i in Invoice.objects.values('object_type').distinct()])
def __init__(self, *args, **kwargs):
super(ReportForm, self).__init__(*args, **kwargs)
fields_to_append = ['invoice_display', 'invoice_status']
for item in fields_to_append:
self.fields[item] = forms.ChoiceField(choices=[
(k, v['label']) for k, v in CONFIG_OPTIONS[item]['options'].items()],
label=CONFIG_OPTIONS[item]['label'])
if 'invoice_status' in self.fields:
self.fields['invoice_status'].initial = 'has-balance'
self.fields['invoice_membership_filter'] = forms.ChoiceField(
label="Filter results based on membership type (if membership is selected)",
choices=[('', '--- Membership type filter ---')] + sorted([(i['pk'], i['name']) for i in MembershipType.objects.values('pk', 'name')], key=lambda t: t[0]),
required=False)
self.fields['invoice_object_type'] = forms.MultipleChoiceField(
label="Which apps to include?",
choices=sorted([(i['object_type'], get_ct_nice_name(i['object_type'])) for i in Invoice.objects.values('object_type').distinct()], key=lambda t: t[1]),
widget=forms.widgets.CheckboxSelectMultiple(),
initial=[i['object_type'] for i in Invoice.objects.values('object_type').distinct()])
def report_output_invoices(self, run):
from tendenci.apps.corporate_memberships.models import CorpMembership
try:
from tendenci.apps.donations.models import Donation
except:
Donation = None
from tendenci.apps.memberships.models import (MembershipType,
MembershipSet,
MembershipDefault)
from tendenci.apps.invoices.models import Invoice
from tendenci.apps.reports.models import CONFIG_OPTIONS
is_summary_mode = (run.output_type == 'html-summary')
results = []
totals = {'total': 0, 'payments_credits': 0, 'balance': 0, 'count': 0}
filters = Q()
filters = (filters & Q(create_dt__gte=run.range_start_dt)
& Q(create_dt__lte=run.range_end_dt))
membership_filter = None
if run.report.config:
for k, v in run.report.config_options_dict().items():
if k in CONFIG_OPTIONS:
filter_kwarg = CONFIG_OPTIONS[k]['options'][v]['filter']
if filter_kwarg:
filters = (filters & Q(**filter_kwarg))
elif k == "invoice_object_type":
if "None" in v:
v.pop(v.index("None"))
filters = (filters & (Q(object_type__in=v)
| Q(object_type__isnull=True)))
else:
filters = (filters & Q(object_type__in=v))
elif k == "invoice_membership_filter":
try:
item = MembershipType.objects.get(pk=v)
membership_filter = item
except:
pass
distinct_object_types = Invoice.objects.filter(filters).values(
'object_type').distinct()
for ot in distinct_object_types:
ot_dict = {}
invoices = Invoice.objects.filter(filters).filter(
object_type=ot['object_type'])
try:
if membership_filter:
invoice_object = invoices[0].get_object()
if isinstance(invoice_object, MembershipDefault):
members_pk = MembershipDefault.objects.filter(membership_type=membership_filter) \
.values_list('pk', flat=True)
invoices = invoices.filter(
object_id__in=set(members_pk))
elif isinstance(invoice_object, MembershipSet):
members_pk = MembershipSet.objects.filter(membershipdefault__membership_type=membership_filter) \
.values_list('pk', flat=True)
invoices = invoices.filter(
object_id__in=set(members_pk))
elif isinstance(invoice_object, CorpMembership):
members_pk = CorpMembership.objects.filter(corporate_membership_type__membership_type=membership_filter) \
.values_list('pk', flat=True)
invoices = invoices.filter(
object_id__in=set(members_pk))
except:
pass
# generate summary mode data
if is_summary_mode:
sm_dict = {}
for invoice in invoices:
key = str(invoice.get_object())
if key not in sm_dict:
sm_dict[key] = {
'invoices': [],
'count': 0,
'total': 0,
'payments_credits': 0,
'balance': 0,
}
invoice_dict = sm_dict[key]
invoice_dict['count'] += 1
invoice_dict['invoices'].append(invoice)
invoice_dict['total'] += invoice.total
invoice_dict[
'payments_credits'] += invoice.payments_credits
invoice_dict['balance'] += invoice.balance
ot_dict['summary'] = [v for k, v in sm_dict.items()]
ot_dict['invoices'] = invoices.order_by('create_dt')
ot_dict['object_type'] = get_ct_nice_name(ot['object_type'])
ot_dict['count'] = invoices.count()
ot_dict.update({
'is_membership':
'membership' in ot_dict['object_type'].lower(),
'is_donation':
'donation' in ot_dict['object_type'].lower(),
})
aggregates = invoices.aggregate(Sum('total'),
Sum('payments_credits'),
Sum('balance'))
for k, v in aggregates.items():
if not v: aggregates[k] = v or 0
ot_dict.update(aggregates)
results.append(ot_dict)
totals['count'] = totals['count'] + ot_dict['count']
totals['total'] = totals['total'] + aggregates['total__sum']
totals['payments_credits'] = totals[
'payments_credits'] + aggregates['payments_credits__sum']
totals['balance'] = totals['balance'] + aggregates['balance__sum']
results = sorted(results, key=lambda k: k['object_type'])
try:
if run.output_type == 'html-extended':
t = get_template("reports/invoices/results-extended.html")
elif is_summary_mode:
t = get_template("reports/invoices/results-summary.html")
else:
t = get_template("reports/invoices/results.html")
except TemplateDoesNotExist:
self.end_with_error(run)
raise CommandError('The template for this report is missing.')
return t.render(
Context({
'results': results,
'totals': totals,
'run': run
}))
def report_output_invoices(self, run):
from tendenci.apps.corporate_memberships.models import CorpMembership
try:
from tendenci.apps.donations.models import Donation
except:
Donation = None
from tendenci.apps.memberships.models import (MembershipType,
MembershipSet, MembershipDefault)
from tendenci.apps.invoices.models import Invoice
from tendenci.apps.reports.models import CONFIG_OPTIONS
is_summary_mode = (run.output_type == 'html-summary')
results = []
totals = {'total': 0, 'payments_credits': 0, 'balance': 0, 'count': 0}
filters = Q()
filters = (filters & Q(create_dt__gte=run.range_start_dt) & Q(create_dt__lte=run.range_end_dt))
membership_filter = None
if run.report.config:
for k, v in run.report.config_options_dict().items():
if k in CONFIG_OPTIONS:
filter_kwarg = CONFIG_OPTIONS[k]['options'][v]['filter']
if filter_kwarg:
filters = (filters & Q(**filter_kwarg))
elif k == "invoice_object_type":
if "None" in v:
v.pop(v.index("None"))
filters = (filters & (Q(object_type__in=v) | Q(object_type__isnull=True)))
else:
filters = (filters & Q(object_type__in=v))
elif k == "invoice_membership_filter":
try:
item = MembershipType.objects.get(pk=v)
membership_filter = item
except:
pass
distinct_object_types = Invoice.objects.filter(filters).values('object_type').distinct()
for ot in distinct_object_types:
ot_dict = {}
invoices = Invoice.objects.filter(filters).filter(
object_type=ot['object_type'])
try:
if membership_filter:
invoice_object = invoices[0].get_object()
if isinstance(invoice_object, MembershipDefault):
members_pk = MembershipDefault.objects.filter(membership_type=membership_filter) \
.values_list('pk', flat=True)
invoices = invoices.filter(object_id__in=set(members_pk))
elif isinstance(invoice_object, MembershipSet):
members_pk = MembershipSet.objects.filter(membershipdefault__membership_type=membership_filter) \
.values_list('pk', flat=True)
invoices = invoices.filter(object_id__in=set(members_pk))
elif isinstance(invoice_object, CorpMembership):
members_pk = CorpMembership.objects.filter(corporate_membership_type__membership_type=membership_filter) \
.values_list('pk', flat=True)
invoices = invoices.filter(object_id__in=set(members_pk))
except:
pass
# generate summary mode data
if is_summary_mode:
sm_dict = {}
for invoice in invoices:
key = str(invoice.get_object())
if key not in sm_dict:
sm_dict[key] = {
'invoices': [],
'count': 0,
'total': 0,
'payments_credits': 0,
'balance': 0,
}
invoice_dict = sm_dict[key]
invoice_dict['count'] += 1
invoice_dict['invoices'].append(invoice)
invoice_dict['total'] += invoice.total
invoice_dict['payments_credits'] += invoice.payments_credits
invoice_dict['balance'] += invoice.balance
ot_dict['summary'] = [v for k,v in sm_dict.items()]
ot_dict['invoices'] = invoices.order_by('create_dt')
ot_dict['object_type'] = get_ct_nice_name(ot['object_type'])
ot_dict['count'] = invoices.count()
ot_dict.update({
'is_membership': 'membership' in ot_dict['object_type'].lower(),
'is_donation': 'donation' in ot_dict['object_type'].lower(),
})
aggregates = invoices.aggregate(Sum('total'), Sum('payments_credits'), Sum('balance'))
for k, v in aggregates.items():
if not v: aggregates[k] = v or 0
ot_dict.update(aggregates)
results.append(ot_dict)
totals['count'] = totals['count'] + ot_dict['count']
totals['total'] = totals['total'] + aggregates['total__sum']
totals['payments_credits'] = totals['payments_credits'] + aggregates['payments_credits__sum']
totals['balance'] = totals['balance'] + aggregates['balance__sum']
results = sorted(results, key=lambda k: k['object_type'])
try:
if run.output_type == 'html-extended':
t = get_template("reports/invoices/results-extended.html")
elif is_summary_mode:
t = get_template("reports/invoices/results-summary.html")
else:
t = get_template("reports/invoices/results.html")
except TemplateDoesNotExist:
self.end_with_error(run)
raise CommandError('The template for this report is missing.')
return t.render(Context({
'results': results,
'totals': totals,
'run': run}))
def report_output_invoices(self, run):
from tendenci.apps.corporate_memberships.models import CorpMembership
try:
from donations.models import Donation
except:
Donation = None
from tendenci.apps.memberships.models import MembershipType, MembershipSet, MembershipDefault
from tendenci.apps.invoices.models import Invoice
from tendenci.apps.reports.models import CONFIG_OPTIONS
is_summary_mode = run.output_type == "html-summary"
results = []
totals = {"total": 0, "payments_credits": 0, "balance": 0, "count": 0}
filters = Q()
filters = filters & Q(create_dt__gte=run.range_start_dt) & Q(create_dt__lte=run.range_end_dt)
membership_filter = None
if run.report.config:
for k, v in run.report.config_options_dict().items():
if k in CONFIG_OPTIONS:
filter_kwarg = CONFIG_OPTIONS[k]["options"][v]["filter"]
if filter_kwarg:
filters = filters & Q(**filter_kwarg)
elif k == "invoice_object_type":
if "None" in v:
v.pop(v.index("None"))
filters = filters & (Q(object_type__in=v) | Q(object_type__isnull=True))
else:
filters = filters & Q(object_type__in=v)
elif k == "invoice_membership_filter":
try:
item = MembershipType.objects.get(pk=v)
membership_filter = item
except:
pass
distinct_object_types = Invoice.objects.filter(filters).values("object_type").distinct()
for ot in distinct_object_types:
ot_dict = {}
invoices = Invoice.objects.filter(filters).filter(object_type=ot["object_type"])
try:
if membership_filter:
invoice_object = invoices[0].get_object()
if isinstance(invoice_object, MembershipDefault):
members_pk = MembershipDefault.objects.filter(membership_type=membership_filter).values_list(
"pk", flat=True
)
invoices = invoices.filter(object_id__in=set(members_pk))
elif isinstance(invoice_object, MembershipSet):
members_pk = MembershipSet.objects.filter(
membershipdefault__membership_type=membership_filter
).values_list("pk", flat=True)
invoices = invoices.filter(object_id__in=set(members_pk))
elif isinstance(invoice_object, CorpMembership):
members_pk = CorpMembership.objects.filter(
corporate_membership_type__membership_type=membership_filter
).values_list("pk", flat=True)
invoices = invoices.filter(object_id__in=set(members_pk))
except:
pass
# generate summary mode data
if is_summary_mode:
sm_dict = {}
for invoice in invoices:
key = str(invoice.get_object())
if key not in sm_dict:
sm_dict[key] = {"invoices": [], "count": 0, "total": 0, "payments_credits": 0, "balance": 0}
invoice_dict = sm_dict[key]
invoice_dict["count"] += 1
invoice_dict["invoices"].append(invoice)
invoice_dict["total"] += invoice.total
invoice_dict["payments_credits"] += invoice.payments_credits
invoice_dict["balance"] += invoice.balance
ot_dict["summary"] = [v for k, v in sm_dict.items()]
ot_dict["invoices"] = invoices.order_by("create_dt")
ot_dict["object_type"] = get_ct_nice_name(ot["object_type"])
ot_dict["count"] = invoices.count()
ot_dict.update(
{
"is_membership": "membership" in ot_dict["object_type"].lower(),
"is_donation": "donation" in ot_dict["object_type"].lower(),
}
)
aggregates = invoices.aggregate(Sum("total"), Sum("payments_credits"), Sum("balance"))
for k, v in aggregates.items():
if not v:
aggregates[k] = v or 0
ot_dict.update(aggregates)
results.append(ot_dict)
totals["count"] = totals["count"] + ot_dict["count"]
totals["total"] = totals["total"] + aggregates["total__sum"]
totals["payments_credits"] = totals["payments_credits"] + aggregates["payments_credits__sum"]
totals["balance"] = totals["balance"] + aggregates["balance__sum"]
results = sorted(results, key=lambda k: k["object_type"])
try:
if run.output_type == "html-extended":
t = get_template("reports/invoices/results-extended.html")
elif is_summary_mode:
t = get_template("reports/invoices/results-summary.html")
else:
t = get_template("reports/invoices/results.html")
except TemplateDoesNotExist:
self.end_with_error(run)
raise CommandError("The template for this report is missing.")
return t.render(Context({"results": results, "totals": totals, "run": run}))
