def updatePaid(self, paid=True):
""" Create an invoice for the student and, if paid is True, create a receipt showing
that they have paid all of the money they owe for the program. """
iac = IndividualAccountingController(self.program, self.student)
if not iac.has_paid():
iac.add_required_transfers()
if paid:
iac.submit_payment(iac.amount_due())
def migrate_program(program):
docs = Document.objects.filter(anchor=program.anchor, doctype=2)
num_uncategorized = 0
num = 0
found_for_program = False
student_dict = {}
# Clear financial data for this program
pac = ProgramAccountingController(program)
pac.clear_all_data()
lineitem_types = {'one': {}, 'multi': {}, 'select': []}
lineitem_choices = {}
# Build a database of each student's financial transactions for the program
for doc in docs:
student_id = doc.user.id
if student_id not in student_dict:
student_dict[student_id] = {
'admission': {},
'finaid_amt': Decimal('0'),
'items': [],
'items_select': [],
'payment': [],
}
lineitems = doc.txn.lineitem_set.all()
"""
if lineitems.count() > 0:
try:
print '\nStudent: %s' % doc.user.name()
except:
print '\nStudent: %s' % doc.user.username
"""
for li in lineitems:
found_for_program = True
base_txt = '[%5d] %s: %.2f' % (li.id, li.text, li.amount)
# if li.anchor.uri == splash.anchor.uri + '/LineItemTypes/Required':
if 'admission' in li.text.lower(
) or 'cost of attending' in li.text.lower():
base_txt = '(Admission) ' + base_txt
if li.text not in student_dict[student_id]['admission']:
student_dict[student_id]['admission'][
li.text] = li.amount.copy_abs()
elif 'financial aid' in li.text.lower():
base_txt = '(Finaid) ' + base_txt
student_dict[student_id]['finaid_amt'] += li.amount
elif 'payment received' in li.text.lower():
base_txt = '(Payment) ' + base_txt
student_dict[student_id]['payment'].append(
li.amount.copy_abs())
elif 'expecting on-site payment' in li.text.lower():
base_txt = '(Payment expected) ' + base_txt
student_dict[student_id]['payment'].append(
li.amount.copy_abs())
elif 'BuyMultiSelect' in li.anchor.uri:
base_txt = '(Select: field "%s", choice "%s") ' % (
li.anchor.name, li.text) + base_txt
student_dict[student_id]['items_select'].append(
(li.anchor.name, li.text, li.amount.copy_abs()))
if li.anchor.name not in lineitem_types['select']:
lineitem_types['select'].append(li.anchor.name)
lineitem_choices[li.anchor.name] = []
if (li.text, li.amount.copy_abs()
) not in lineitem_choices[li.anchor.name]:
lineitem_choices[li.anchor.name].append(
(li.text, li.amount.copy_abs()))
elif 'BuyMany' in li.anchor.uri or 'shirt' in li.text.lower():
base_txt = '(Multi: field "%s") ' % (li.anchor.name) + base_txt
student_dict[student_id]['items'].append(
(li.text, li.amount.copy_abs()))
if li.text not in lineitem_types['multi']:
lineitem_types['multi'][li.text] = li.amount.copy_abs()
elif 'BuyOne' in li.anchor.uri or 'lunch' in li.text.lower(
) or 'dinner' in li.text.lower() or 'photo' in li.text.lower():
base_txt = '(Single: field "%s") ' % (
li.anchor.name) + base_txt
student_dict[student_id]['items'].append(
(li.text, li.amount.copy_abs()))
if li.text not in lineitem_types['one']:
lineitem_types['one'][li.text] = li.amount.copy_abs()
else:
num_uncategorized += 1
print 'WARNING: Uncategorized line item: %s' % base_txt
# raise Exception('Uncategorized line item: %s' % base_txt)
num += 1
# print '-- %s' % base_txt
"""
if student_dict[student_id]['finaid_amt'] > 0:
print student_dict[student_id]
elif len(student_dict[student_id]['items_multi']) > 0:
print student_dict[student_id]
"""
if found_for_program:
num_programs = 1
else:
num_programs = 0
# Populate line item types for the program
optional_items = []
for item in lineitem_types['one']:
optional_items.append((item, lineitem_types['one'][item], 1))
for item in lineitem_types['multi']:
optional_items.append((item, lineitem_types['multi'][item], 10))
select_items = []
for item in lineitem_types['select']:
select_items.append((item, lineitem_choices[item]))
# print optional_items
# print select_items
pac.setup_accounts()
pac.setup_lineitemtypes(0.0, optional_items, select_items)
# Create new transfer records for this student
for student_id in student_dict:
user = ESPUser.objects.get(id=student_id)
iac = IndividualAccountingController(program, user)
rec = student_dict[student_id]
# Admission fee
admission_total_cost = 0
for key in rec['admission']:
admission_total_cost += rec['admission'][key]
if admission_total_cost > 0:
initial_transfer = iac.add_required_transfers()[0]
initial_transfer.amount_dec = admission_total_cost
initial_transfer.save()
# Financial aid
if rec['finaid_amt'] > 0:
if rec['finaid_amt'] >= admission_total_cost:
iac.grant_full_financial_aid()
else:
iac.set_finaid_params(rec['finaid_amt'], None)
# Optional items
prefs = []
for item in rec['items']:
prefs.append((item[0], 1, item[1]))
for item in rec['items_select']:
prefs.append((item[0], 1, item[2]))
iac.apply_preferences(prefs)
# Payments
for payment in rec['payment']:
iac.submit_payment(payment)
try:
attended_ids = program.students()['attended'].values_list('id',
flat=True)
# Execute transfers for the students that are marked as attended
pac.execute_pending_transfers(
ESPUser.objects.filter(id__in=attended_ids))
# Clear transfers for the students that are marked as not attended
pac.remove_pending_transfers(
ESPUser.objects.exclude(id__in=attended_ids))
except:
print 'Unable to determine which students attended the program; all transfers remain unexecuted'
print 'Converted %d line items for %s; %d uncategorized' % (
num, program.niceName(), num_uncategorized)
return num_programs