def update_invoice_details(self):
"""Generate a new invoice and link it to this order."""
for validator in [
validators.OrderInStatusValidator(
allowed_statuses=(OrderStatus.quote_accepted, )),
]:
validator.set_instance(self)
validator()
self.invoice = Invoice.objects.create_from_order(self)
self.save(update_fields=('invoice', ))
def mark_as_paid(self, by, payments_data):
"""
Mark an order as "Paid".
:param by: the adviser who created the record
:param payments_data: list of payments data.
Each item should at least contain `amount`, `received_on` and `method`
e.g. [
{
'amount': 1000,
'method': 'bacs',
'received_on': ...
},
{
'amount': 1001,
'method': 'manual',
'received_on': ...
}
]
"""
for order_validator in [
validators.OrderInStatusValidator(
allowed_statuses=(OrderStatus.quote_accepted, ), ),
]:
order_validator.set_instance(self)
order_validator()
for payment_validator in [ReconcilablePaymentsValidator()]:
payment_validator.set_order(self)
payment_validator(data=payments_data)
for data in payments_data:
Payment.objects.create_from_order(self, by, data)
self.status = OrderStatus.paid
max_received_on = max(item['received_on'] for item in payments_data)
self.paid_on = datetime.combine(date=max_received_on,
time=time(tzinfo=utc))
self.save()
# send signal
order_paid.send(sender=self.__class__, order=self)
def generate_quote(self, by, commit=True):
"""
Generate a new quote and assign it to the current order.
The status of the order changes to "Quote awaiting acceptance".
:returns: a quote for this order
:param by: who made the action
:param commit: if False, the changes will not be saved. Useful for previewing a quote
:raises rest_framework.exceptions.ValidationError: in case of validation error
:raises datahub.omis.core.exceptions.Conflict: in case of errors with the state of the
current order
:raises RuntimeError: after trying max_retries times without being able to generate a
valid value for the quote reference
"""
for validator in [
validators.OrderDetailsFilledInValidator(),
validators.NoOtherActiveQuoteExistsValidator(),
validators.OrderInStatusValidator(
allowed_statuses=(OrderStatus.draft, ), ),
]:
validator.set_instance(self)
validator()
self.quote = Quote.objects.create_from_order(order=self,
by=by,
commit=commit)
self.status = OrderStatus.quote_awaiting_acceptance
populate_billing_data(self)
if commit:
self.save()
# send signal
quote_generated.send(sender=self.__class__, order=self)
return self.quote
def accept_quote(self, by):
"""
Accept quote and change the status of the order to "Quote accepted".
:param by: the contact who is accepting the quote
"""
for validator in [
validators.OrderInStatusValidator(allowed_statuses=(
OrderStatus.quote_awaiting_acceptance, ), ),
]:
validator.set_instance(self)
validator()
self.quote.accept(by)
self.status = OrderStatus.quote_accepted
self.save()
# this has to come after saving so that we use the most up-to-date pricing values
self.update_invoice_details()
# send signal
quote_accepted.send(sender=self.__class__, order=self)
def complete(self, by):
"""
Complete an order.
:param by: the adviser who marked the order as complete
"""
for order_validator in [
validators.OrderInStatusValidator(
allowed_statuses=(OrderStatus.paid, ), ),
]:
order_validator.set_instance(self)
order_validator()
for complete_validator in [validators.CompletableOrderValidator()]:
complete_validator.set_order(self)
complete_validator()
self.status = OrderStatus.complete
self.completed_on = now()
self.completed_by = by
self.save()
# send signal
order_completed.send(sender=self.__class__, order=self)
def reopen(self, by):
"""
Cancel quote and reopen order if possible.
The status of the order changes back to "Draft".
:param by: the adviser who is cancelling the quote
"""
for validator in [
validators.OrderInStatusValidator(allowed_statuses=(
OrderStatus.quote_awaiting_acceptance,
OrderStatus.quote_accepted,
), ),
]:
validator.set_instance(self)
validator()
if self.quote:
self.quote.cancel(by)
self.status = OrderStatus.draft
self.save()
# send signal
quote_cancelled.send(sender=self.__class__, order=self, by=by)