def addReportView(request):
title = "Adding Expense Report"
template = "finance/add_report.djhtml"
form = ExpenseForm()
if request.POST:
form = ExpenseForm(request.POST, request.FILES)
if form.is_valid():
instance = form.save(commit=False)
instance.recorded_by = request.user
subject = "Expenditure Report"
user = get_user_by_role(request, role="MA")
try:
instance.save()
msg = "%s %s has added a new expenditures with reference uuid: %s" % (
request.user.first_name,
request.user.last_name,
instance.uuid,
)
mailer = MailMan(msg=msg, subj=title)
mailer.send_to_manager(request)
log = Translog(log=msg)
log.save()
messages.info(request, "You have successfully added a new expenses record.")
return HttpResponseRedirect(reverse("report"))
except Exception as e:
messages.error(
request, "Unable to submit this form, Please contact web admin for further assistance: %s" % e
)
context = {"title": title, "form": form}
logman = LogMan(context)
context = logman.get_logs()
return render_to_response(template, context, context_instance=RequestContext(request))
def addReimbursementView(request):
title = "Adding Reimbursement Report"
template = "finance/add_reimbursement.djhtml"
form = ReimbursementForm()
if request.POST:
form = ReimbursementForm(request.POST, request.FILES)
if form.is_valid():
instance = form.save(commit=False)
instance.recorded_by = request.user
try:
instance.save()
messages.info(request, "You have successfully added a new reimbursement record.")
msg = """%s %s has added a new reimbursement with reference uuid: %s <br /><br />
The Manager is tend to approve this record before be classified as official company expenditures.
""" % (
request.user.first_name.title(),
request.user.last_name.title(),
instance.uuid,
)
mailer = MailMan(msg=msg, subj=title)
mailer.send_to_manager(request)
mailer.send_to_admin(request)
log = Translog(log=msg)
log.save()
return HttpResponseRedirect(reverse("reimbursement"))
except Exception as e:
messages.error(request, "Unable to submit form, Please contact web admin: %s" % e)
context = {"title": title, "form": form}
logman = LogMan(context)
context = logman.get_logs()
return render_to_response(template, context, context_instance=RequestContext(request))
def userlist(request):
if request.user.roles != 'MA':
messages.info(request, 'Sorry, you are not allowed to view this page.')
return HttpResponseRedirect(reverse('root'))
template = 'auth/userlist.djhtml'
users = UserProfiles.objects.all()
title = "User Staff List"
if request.POST:
try:
id = request.POST['id']
except:
pass
if id:
instance = get_object_or_404(UserProfiles, id=id)
if instance.is_active:
instance.is_active = False
log = "disabled %s %s\'s account." % (instance.first_name.title(), instance.last_name.title())
mail = """
The manager has been deactivated your account from expense tracker app,
Please contact your manager to get more clear info regarding your account.
"""
else:
instance.is_active = True
log = "reactivated %s %s\'s account." % (instance.first_name.title(), instance.last_name.title())
mail = "Your account is now activated, You may now sign in to expense tracker app."
instance.save()
logs = """%s %s %s""" % (request.user.first_name.title(),
request.user.last_name.title(),
log,
)
logger = Translog(log=logs)
logger.save()
mailer = MailMan(msg=mail, subj=title)
mailer.send_to_user(request, instance.id)
context = {'users': users, 'title': title}
return render_to_response(template, context, RequestContext(request))
def create_category(request):
if request.POST:
name = request.POST["category"]
desc = request.POST["category_desc"]
next = request.POST["next"]
items = [name, desc, next]
for i in items:
if i == "":
messages.error(request, "You can not send an empty form")
return HttpResponseRedirect(next)
instance = Catergory(name=name, description=desc)
log_msg = "%s %s added a new reports category." % (
request.user.first_name.title(),
request.user.last_name.title(),
)
log = Translog(log=log_msg)
try:
instance.save()
log.save()
messages.info(request, "You have successfully created a new category")
except Exception as e:
messages.info(request, "Unable to submit this form, Please contact web admin: %s" % e)
return HttpResponseRedirect(next)
def questioned(request, id):
title = "Questioned Expenditures"
instance = get_object_or_404(Expense, id=id)
if request.POST:
remarks = instance.remarks
new_remarks = """
%s
<br />
:::::::::::::::::%s %s::::::::::::::::::
<br />
%s
""" % (
remarks,
request.user.first_name.title(),
request.user.last_name.title(),
request.POST["remarks"],
)
instance.remarks = new_remarks
method = request.POST["method"]
if method == "question":
instance.is_questioned = True
instance.is_evaluated = True
log_msg = """
%s %s questioned %s %s expenditure record with reference uuid: <strong>%s</strong>
""" % (
request.user.first_name.title(),
request.user.last_name.title(),
instance.recorded_by.first_name.title(),
instance.recorded_by.last_name.title(),
instance.uuid,
)
msg = """
%s %s questioned your expenditure record.<br />
Reference uuid #: <strong>%s</strong><br />
<i>Note: A expenditure record on a questioned state will not be treat as our companies official expenditure.</i><br /><br />
Please check <a href="http://%s">http://%s</a> and justify the record.<br />
""" % (
request.user.first_name.title(),
request.user.last_name.title(),
instance.uuid,
request.META["HTTP_HOST"],
request.META["HTTP_HOST"],
)
messages.info(
request,
"""You have successfully sent <strong>%s</strong> for questioning,
The recorder will be notified thru email to justify this expense report.
"""
% instance.uuid,
)
elif method == "resolved":
instance.is_questioned = False
log_msg = """
%s %s resolved %s %s questioned expenditure record with reference uuid: <strong>%s</strong>
""" % (
request.user.first_name.title(),
request.user.last_name.title(),
instance.recorded_by.first_name.title(),
instance.recorded_by.last_name.title(),
instance.uuid,
)
msg = """
%s %s resolved your expenditure record.<br />
Reference uuid #: <strong>%s</strong><br />
It will now be setback to our companies official expenditure.
""" % (
request.user.first_name.title(),
request.user.last_name.title(),
instance.uuid,
)
messages.info(
request,
"""You have successfully resolved <strong>%s</strong>,
The recorder will be notified thru email.
"""
% instance.uuid,
)
elif method == "justify":
log_msg = """
%s %s have answered the questioned expenditure record with reference uuid: <strong>%s</strong>
""" % (
request.user.first_name.title(),
request.user.last_name.title(),
instance.uuid,
)
msg = """
%s %s justified his/her questioned expenditure record.<br />
Reference uuid #: <strong>%s</strong><br /><br />
<p>
%s
</p>
<br />
<br />
You might want to check it and set it to resolved if necessary.<br /><br />
Please login to <a href="http://%s">http://%s</a> and justify the record.<br />
""" % (
request.user.first_name.title(),
request.user.last_name.title(),
instance.uuid,
request.POST["remarks"],
request.META["HTTP_HOST"],
request.META["HTTP_HOST"],
)
messages.info(
request,
"""You have successfully justified <strong>%s</strong>,
Your manager have sent an email regarding your justification.
"""
% instance.uuid,
)
try:
instance.save()
mailer = MailMan(msg=msg, subj=title)
if method == "justify":
mailer.send_to_manager(request)
else:
mailer.send_to_user(request, instance.recorded_by.id)
log = Translog(log=log_msg)
log.save()
except Exception as e:
messages.error(request, "Unable to submit this form, Please contact the admin: %s" % e)
return HttpResponseRedirect(reverse("questioned_report"))
def reimbursement_process(request):
if request.user.roles != "AC":
return HttpResponseRedirect(reverse("root"))
instance = Reimbursement.objects.filter(set_paid_by=None).filter(is_approved=True).filter(local=request.user.local)
title = "Processing Reimbursement Payment"
template = "finance/process.djhtml"
context = {"title": title, "reimbursement": instance}
logman = LogMan(context)
context = logman.get_logs()
if request.POST and request.FILES:
id = request.POST["instance"]
docs = request.FILES["receipt"]
serial = request.POST["receipt_or_check_number"]
instance = get_object_or_404(Reimbursement, id=id)
remarks = instance.remarks
new_remarks = """
%s
<br />
:::::::::::::::::%s %s::::::::::::::::::
<br />
%s
""" % (
remarks,
request.user.first_name.title(),
request.user.last_name.title(),
request.POST["remarks"],
)
instance.remarks = new_remarks
instance.set_paid_by = request.user
expense = Expense(
category=instance.category,
item=instance.item,
description=instance.description,
quantity=instance.quantity,
price=instance.price,
hkd_price=instance.hkd_price,
php_price=instance.php_price,
hkd_total_price=instance.hkd_total_price,
php_total_price=instance.php_total_price,
recorded_by=request.user,
receipt_or_check_number=serial,
receipt=docs,
local=instance.local,
reimbursement_uuid=instance.uuid,
remarks="This report is already been processed via reimbursement.<br /> Reimbursement uuid: %s"
% instance.uuid,
is_questioned=False,
is_evaluated=True,
)
msg = """
%s %s set <strong>%s</strong> paid.<br />
""" % (
request.user.first_name.title(),
request.user.last_name.title(),
instance.uuid,
)
msg1 = """
Your reimbursement has been set paid by %s %s with the reference uuid <strong>%s</strong>.
""" % (
request.user.first_name.title(),
request.user.last_name.title(),
instance.uuid,
)
try:
instance.save()
expense.save()
mailer = MailMan(msg=msg, subj=title)
mailer.send_to_manager(request)
mailer = MailMan(msg=msg1, subj=title)
mailer.send_to_user(request, instance.recorded_by.id)
log = Translog(log=msg)
log.save()
messages.info(request, "You have successfuly set <strong>%s</strong> paid." % instance.uuid)
except Exception, e:
messages.error(request, "Unable to submit this form, Please contanct the web admin: %s" % e)
def approve(request, id):
title = "Reimbursement Approval"
if request.user.roles != "MA":
messages.info(request, "You do not have enought permission to perform this action")
HttpResponseRedirect(reverse("root"))
instance = get_object_or_404(Reimbursement, id=id)
if request.POST:
remarks = instance.remarks
new_remarks = """
%s
<br />
:::::::::::::::::%s %s::::::::::::::::::
<br />
%s
""" % (
remarks,
request.user.first_name.title(),
request.user.last_name.title(),
request.POST["remarks"],
)
instance.remarks = new_remarks
instance.evaluate_by = request.user
method = request.POST["method"]
if method == "approved":
instance.is_approved = True
instance.is_disapproved = False
msg = """%s has approved your reimbursement with reference uuid: %s <br /><br />
The accountant is tend to pay your reimbursement before to be classified as official company expenditures.
""" % (
request.user,
instance.uuid,
)
msg_ac = """%s has approved %s %s reimbursement with reference uuid: %s <br /><br />
You are now able to do payment procedure and mark this record paid. <br /><br />
Please make sure you have support docs like receipt when setting a reimbursement record paid.
""" % (
request.user,
instance.recorded_by.first_name.title(),
instance.recorded_by.last_name.title(),
instance.uuid,
)
log_msg = """
%s %s disapproved %s %s reimbursement with reference uuid: <strong>%s</strong>
""" % (
request.user.first_name.title(),
request.user.last_name.title(),
instance.recorded_by.first_name.title(),
instance.recorded_by.last_name.title(),
instance.uuid,
)
else:
instance.is_approved = False
instance.is_disapproved = True
msg = """%s has disapproved your reimbursement with reference uuid %s for the following reason: <br /><br />
%s. <br /><br />
This record will be deleted after a week, however you can still repost this reimbursement for further evaluation.\n\n
Note: Please add "-repost" at the end of the receipt or check # when reposting.
""" % (
request.user,
instance.uuid,
request.POST["remarks"],
)
msg_ac = None
log_msg = """
%s %s disapproved %s %s reimbursement with reference uuid: <strong>%s</strong>
""" % (
request.user.first_name.title(),
request.user.last_name.title(),
instance.recorded_by.first_name.title(),
instance.recorded_by.last_name.title(),
instance.uuid,
)
try:
log = Translog(log=log_msg)
log.save()
mailer = MailMan(msg=msg, subj=title)
mailer.send_to_user(request, instance.recorded_by.id)
if msg_ac is not None:
mailer = MailMan(msg=msg_ac, subj=title)
mailer.send_to_accountant(request)
instance.save()
messages.info(request, "You have successfully evaluated <strong>%s</strong>" % instance.uuid)
except Exception as e:
messages.error(
request, "Unable to submit this form, Please contact the web admin for further assistance: %s" % e
)
return HttpResponseRedirect(reverse("reimbursement"))