def refund_add(request, actor_pk):
actor = get_object_or_404(Actor, pk=actor_pk)
if not actor.refund_possible():
messages.error(request, _(u'Für %s liegen keine Informationen für eine Erstattung vor.' % actor))
return redirect('funds-memberlist')
account = Account.objects.filter(type='GIRO').first()
reason = _(u'Erstattungen\n\n\n\nIBAN: %s\nSWIFT-BIC: %s\n' % (actor.refund_iban, actor.refund_swift_bic))
entry_form_initial = {
'account': account,
'stakeholder': actor,
'reason': reason,
'actor': actor,
}
form = EntryForm(initial=entry_form_initial)
c = {
'verbose_name': Entry.objects.model._meta.verbose_name_plural,
'url_list': 'funds-statement',
'form': form,
'parent_label': account.label,
'parent_pk': account.pk,
'map_area_category': get_map_area_category()
}
return render(request, 'funds/entry_form.html', get_context_funds(request, 'funds-entry-add', c))
def statement(request, account_pk):
account = get_object_or_404(Account, pk=account_pk)
entries_filtered = Entry.objects.filter(account=account)
area = get_area_by_request(request)
if area:
entries_filtered = entries_filtered.filter(category__area=area)
period = get_period_by_request(request)
if period is None:
entries = None
total_start, total_end = 0, 0
else:
entries = entries_filtered.filter(valuta__range=(period.start, period.end)).order_by('-valuta', '-pk')
total_start = entries_filtered.filter(valuta__lte=period.start).aggregate(Sum('amount'))['amount__sum']
total_end = entries_filtered.filter(valuta__lte=period.end).aggregate(Sum('amount'))['amount__sum']
periods = Period.objects.all()
areas = Area.objects.all()
return render(request, 'funds/statement.html', get_context_funds(request, 'funds-statement',
{'entries': entries, 'account': account,
'total_start': total_start,
'total_end': total_end, 'current_period': period,
'current_area': area, 'periods': periods,
'areas': areas}))
def report_project_list(request):
projects = Project.objects.by_premiere()
c = {
'projects': projects
}
return render(request, 'funds/report-project-list.html', get_context_funds(request, 'funds-report-project-list', c))
def memberlist(request):
a = Actor.objects.all()
p = Period.objects.all()[:5]
if len(p) > 0:
for actor in a:
status = {}
for period in p:
status.update({period.pk: {'paid': False, 'amount': 0}})
status[period.pk] = actor.get_membership_fee_paid(period)
actor.fee_status = status
return render(request, 'funds/memberlist.html',
get_context_funds(request, 'funds-memberlist', {'actors': a, 'periods': p}))
def create_cross_entry(request, account_pk):
account = get_object_or_404(Account, pk=account_pk)
if request.POST:
form = CrossEntryForm(request.POST)
if form.is_valid():
entry_from, entry_to = Entry.objects.create_cross_entry(actor=request.user.actor,
account_from=form.cleaned_data['account_from'],
account_to=form.cleaned_data['account_to'],
reason=form.cleaned_data['reason'],
amount=form.cleaned_data['amount'],
valuta=form.cleaned_data['valuta'])
messages.success(request, _(u'Die Umbuchung von <em>%s</em> nach <em>%s</em> wurde durchgeführt.' % (
entry_from.account, entry_to.account)))
return redirect('funds-statement', account_pk=account_pk)
else:
form = CrossEntryForm(initial={'account_from': account})
return render(request, 'funds/create-cross-entry.html',
get_context_funds(request, 'funds-entry-add-cross', {'account': account, 'form': form}))
def sepa_mandates(request):
auto_open_modal = False
if request.POST.get('delete', False):
sepa_mandate = get_object_or_404(SEPAMandate, pk=request.POST.get('delete'))
if sepa_mandate.state is sepa_mandate.STATE_PENDING or sepa_mandate.keep_until() < datetime.now().date:
message_object_deleted(request, sepa_mandate)
sepa_mandate.delete()
if request.POST.get('cancel', False):
sepa_mandate = get_object_or_404(SEPAMandate, pk=request.POST.get('cancel'))
sepa_mandate.state = sepa_mandate.STATE_CANCELED
sepa_mandate.save()
message_object_updated(request, sepa_mandate)
if 'sepa_activation' in request.POST:
sepa_mandate = get_object_or_404(SEPAMandate, pk=request.POST.get('sepa_activation'),
state=SEPAMandate.STATE_PENDING)
sepa_activate_form = SEPAMandateActivateForm(request.POST, instance=sepa_mandate)
if sepa_activate_form.is_valid():
obj = sepa_activate_form.save()
message_object_updated(request, obj)
else:
auto_open_modal = True
else:
sepa_activate_form = SEPAMandateActivateForm()
sepa_mandate_all = SEPAMandate.objects.all()
c = {
'view_title': SEPAMandate.objects.model._meta.verbose_name_plural,
'sepa_activate_form': sepa_activate_form,
'objects': sepa_mandate_all,
'auto_open_modal': auto_open_modal
}
return render(request, 'funds/sepa-mandate-list.html', get_context_funds(request, 'funds-sepa-mandates-list', c))
def report_project_detail(request, project_pk):
period = get_period_by_request(request)
project = get_object_or_404(Project, pk=project_pk)
categories = Category.objects.all().order_by('area')
current_entries = Entry.objects.filter(valuta__range=(period.start, period.end)).filter(project=project)
entries_debit = current_entries.filter(amount__lt=0).values('category').annotate(sum=Sum('amount'))
entries_credit = current_entries.filter(amount__gt=0).values('category').annotate(sum=Sum('amount'))
entries_total = current_entries.values('category').annotate(sum=Sum('amount'))
last_area = None
result_set = {
'label': project.title,
'debit': 0,
'credit': 0,
'total': 0,
'areas': []
}
for category in categories:
if last_area != category.area_id:
area_cnt = len(result_set['areas'])
last_area = category.area_id
result_set['areas'].append({
'label': category.area.label,
'debit': 0,
'credit': 0,
'total': 0,
'categories': []
})
category_cnt = len(result_set['areas'][area_cnt]['categories'])
result_set['areas'][area_cnt]['categories'].append({
'label': category.label,
'debit': 0,
'credit': 0,
'total': 0
})
for ed in entries_debit:
if ed['category'] == category.pk:
result_set['areas'][area_cnt]['categories'][category_cnt]['debit'] += ed['sum']
result_set['areas'][area_cnt]['debit'] += ed['sum']
result_set['debit'] += ed['sum']
for ec in entries_credit:
if ec['category'] == category.pk:
result_set['areas'][area_cnt]['categories'][category_cnt]['credit'] += ec['sum']
result_set['areas'][area_cnt]['credit'] += ec['sum']
result_set['credit'] += ec['sum']
for et in entries_total:
if et['category'] == category.pk:
result_set['areas'][area_cnt]['categories'][category_cnt]['total'] += et['sum']
result_set['areas'][area_cnt]['total'] += et['sum']
result_set['total'] += et['sum']
c = {
'periods': Period.objects.all(),
'project': project,
'result_set': result_set
}
return render(request, 'funds/report-project-detail.html', get_context_funds(request, 'funds-report-project-detail', c))
def report_area(request):
"""
@TODO: performance?
"""
period = get_period_by_request(request)
categories = Category.objects.all().order_by('area')
current_entries = Entry.objects.filter(valuta__range=(period.start, period.end))
entries_debit = current_entries.filter(amount__lt=0).values('category').annotate(sum=Sum('amount'))
entries_credit = current_entries.filter(amount__gt=0).values('category').annotate(sum=Sum('amount'))
entries_total = current_entries.values('category').annotate(sum=Sum('amount'))
result_set = []
last_area = None
total = {
'credit': 0,
'debit': 0,
'total': 0
}
for category in categories:
if last_area != category.area_id:
area_cnt = len(result_set)
last_area = category.area_id
result_set.append({
'label': category.area.label,
'debit': 0,
'credit': 0,
'total': 0,
'categories': []
})
category_cnt = len(result_set[area_cnt]['categories'])
result_set[area_cnt]['categories'].append({
'label': category.label,
'debit': 0,
'credit': 0,
'total': 0
})
for ed in entries_debit:
if ed['category'] == category.pk:
result_set[area_cnt]['categories'][category_cnt]['debit'] += ed['sum']
result_set[area_cnt]['debit'] += ed['sum']
total['debit'] += ed['sum']
for ec in entries_credit:
if ec['category'] == category.pk:
result_set[area_cnt]['categories'][category_cnt]['credit'] += ec['sum']
result_set[area_cnt]['credit'] += ec['sum']
total['credit'] += ec['sum']
for et in entries_total:
if et['category'] == category.pk:
result_set[area_cnt]['categories'][category_cnt]['total'] += et['sum']
result_set[area_cnt]['total'] += et['sum']
total['total'] += et['sum']
c = {
'current_period': period,
'periods': Period.objects.all(),
'total': total,
'areas': result_set
}
return render(request, 'funds/report-area.html', get_context_funds(request, 'funds-report-area', c))
def dashboard(request):
accounts = Account.objects.all()
accounts_creditor = accounts.filter(is_creditor=True)
return render(request, 'funds/dashboard.html',
get_context_funds(request, 'funds-dashboard',
{'accounts': accounts, 'accounts_creditor': accounts_creditor}))
def application_list(request):
period = Period.objects.get_current()
o = MembershipApplication.objects.all()
return render(request, 'funds/membership-application.html',
get_context_funds(request, 'funds-membership-application',
{'objects': o, 'period': period}))