class Invoice(models.Model):
guid = models.CharField(max_length=50)
object_type = models.ForeignKey(ContentType, blank=True, null=True)
object_id = models.IntegerField(default=0, blank=True, null=True)
_object = generic.GenericForeignKey('object_type', 'object_id')
title = models.CharField(max_length=200, blank=True, null=True)
#user
creator = models.ForeignKey(User, related_name="invoice_creator",
null=True,
on_delete=models.SET_NULL)
creator_username = models.CharField(max_length=50, null=True)
owner = models.ForeignKey(User, related_name="invoice_owner",
null=True,
on_delete=models.SET_NULL)
owner_username = models.CharField(max_length=50, null=True)
#dates
create_dt = models.DateTimeField(auto_now_add=True)
due_date = models.DateTimeField()
update_dt = models.DateTimeField(auto_now=True)
tender_date = models.DateTimeField(null=True)
arrival_date_time = models.DateTimeField(blank=True, null=True)
#payment status
status_detail = models.CharField(max_length=50,
choices=(('estimate', _('Estimate')),
('tendered', _('Tendered'))),
default='estimate')
status = models.BooleanField(default=True)
estimate = models.BooleanField(default=1)
payments_credits = models.DecimalField(max_digits=15,
decimal_places=2,
blank=True,
default=0)
balance = models.DecimalField(max_digits=15,
decimal_places=2,
blank=True,
default=0)
total = models.DecimalField(max_digits=15,
decimal_places=2,
blank=True)
#discount info
discount_code = models.CharField(_('Discount Code'),
max_length=100,
blank=True, null=True)
discount_amount = models.DecimalField(_('Discount Amount'),
max_digits=10,
decimal_places=2,
default=0)
#other
variance = models.DecimalField(max_digits=10, decimal_places=4, default=0)
variance_notes = models.TextField(max_length=1000, blank=True, null=True)
receipt = models.BooleanField(default=0)
gift = models.BooleanField(default=0)
greeting = models.CharField(max_length=500, blank=True, null=True)
instructions = models.CharField(max_length=500, blank=True, null=True)
po = models.CharField(max_length=50, blank=True)
terms = models.CharField(max_length=50, blank=True)
disclaimer = models.CharField(max_length=150, blank=True, null=True)
admin_notes = models.TextField(blank=True, null=True)
fob = models.CharField(max_length=50, blank=True, null=True)
project = models.CharField(max_length=50, blank=True, null=True)
other = models.CharField(max_length=120, blank=True, null=True)
message = models.CharField(max_length=150, blank=True, null=True)
subtotal = models.DecimalField(max_digits=15, decimal_places=2, blank=True)
tax_exempt = models.BooleanField(default=1)
tax_exemptid = models.CharField(max_length=50, blank=True, null=True)
tax_rate = models.FloatField(blank=True, default=0)
taxable = models.BooleanField(default=0)
tax = models.DecimalField(max_digits=6, decimal_places=4, default=0)
#bill/ ship
bill_to = models.CharField(max_length=120, blank=True)
bill_to_first_name = models.CharField(max_length=100,
blank=True,
null=True)
bill_to_last_name = models.CharField(max_length=100, blank=True, null=True)
bill_to_company = models.CharField(max_length=100, blank=True, null=True)
bill_to_address = models.CharField(max_length=250, blank=True, null=True)
bill_to_city = models.CharField(max_length=50, blank=True, null=True)
bill_to_state = models.CharField(max_length=50, blank=True, null=True)
bill_to_zip_code = models.CharField(max_length=20, blank=True, null=True)
bill_to_country = models.CharField(max_length=50, blank=True, null=True)
bill_to_phone = models.CharField(max_length=50, blank=True, null=True)
bill_to_fax = models.CharField(max_length=50, blank=True, null=True)
bill_to_email = models.CharField(max_length=100, blank=True, null=True)
ship_to = models.CharField(max_length=120, blank=True)
ship_to_first_name = models.CharField(max_length=50, blank=True)
ship_to_last_name = models.CharField(max_length=50, blank=True)
ship_to_company = models.CharField(max_length=100, blank=True)
ship_to_address = models.CharField(max_length=250, blank=True)
ship_to_city = models.CharField(max_length=50, blank=True)
ship_to_state = models.CharField(max_length=50, blank=True)
ship_to_zip_code = models.CharField(max_length=20, blank=True)
ship_to_country = models.CharField(max_length=50, blank=True)
ship_to_phone = models.CharField(max_length=50, blank=True, null=True)
ship_to_fax = models.CharField(max_length=50, blank=True, null=True)
ship_to_email = models.CharField(max_length=100, blank=True, null=True)
ship_to_address_type = models.CharField(max_length=50, blank=True, null=True)
ship_date = models.DateTimeField()
ship_via = models.CharField(max_length=50, blank=True)
shipping = models.DecimalField(max_digits=6, decimal_places=2,
default=0)
shipping_surcharge = models.DecimalField(max_digits=6,
decimal_places=2,
default=0)
box_and_packing = models.DecimalField(max_digits=6,
decimal_places=2,
default=0)
objects = InvoiceManager()
class Meta:
permissions = (("view_invoice", "Can view invoice"), )
def set_creator(self, user):
"""
Sets creator fields.
"""
self.creator = user
self.creator_username = user.username
def set_owner(self, user):
"""
Sets owner fields.
"""
self.owner = user
self.owner_username = user.username
def bill_to_user(self, user):
"""
This method populates all of the ship to fields
via info in user and user.profile object.
"""
self.bill_to = '%s %s' % (user.first_name, user.last_name)
self.bill_to = self.bill_to.strip()
self.bill_to_first_name = user.first_name
self.bill_to_last_name = user.last_name
self.bill_to_email = user.email
if hasattr(user, 'profile'):
self.bill_to_company = user.profile.company
self.bill_to_address = user.profile.address
self.bill_to_city = user.profile.city
self.bill_to_state = user.profile.state
self.bill_to_zip_code = user.profile.zipcode
self.bill_to_country = user.profile.country
self.bill_to_phone = user.profile.phone
self.bill_to_fax = user.profile.fax
def ship_to_user(self, user):
"""
This method populates all of the ship to fields
via info in user and user.profile object.
"""
self.bill_to = '%s %s' % (user.first_name, user.last_name)
self.ship_to = self.ship_to.strip()
self.ship_to_first_name = user.first_name
self.ship_to_last_name = user.last_name
self.ship_to_email = user.email
if hasattr(user, 'profile'):
self.ship_to_company = user.profile.company
self.ship_to_address = user.profile.address
self.ship_to_city = user.profile.city
self.ship_to_state = user.profile.state
self.ship_to_zip_code = user.profile.zipcode
self.ship_to_country = user.profile.country
self.ship_to_phone = user.profile.phone
self.ship_to_fax = user.profile.fax
self.ship_to_address_type = user.profile.address_type
def split_title(self):
if ": " in self.title:
split_title = ': '.join(self.title.split(': ')[1:])
return u'%s' % split_title
return self.title
@models.permalink
def get_absolute_url(self):
return ('invoice.view', [self.id])
def save(self, user=None):
"""
Set guid, creator and owner if any of
these fields are missing.
"""
self.guid = self.guid or uuid.uuid1().get_hex()
if hasattr(user, 'pk'):
self.set_creator(user)
self.set_owner(user)
super(Invoice, self).save()
def get_object(self):
_object = None
try:
_object = self._object
except:
pass
return _object
@property
def is_tendered(self):
boo = False
if self.id > 0:
if self.status_detail.lower() == 'tendered':
boo = True
return boo
def tender(self, user):
""" mark it as tendered if we have records """
if not self.is_tendered:
# make accounting entry
make_acct_entries(user, self, self.total)
self.estimate = False
self.status_detail = 'tendered'
self.status = 1
self.tender_date = datetime.now()
self.save()
return True
# if this invoice allows view by user2_compare
def allow_view_by(self, user2_compare, guid=''):
if user2_compare.profile.is_superuser:
return True
if has_perm(user2_compare, 'invoices.view_invoice'):
return True
if self.guid == guid:
return True
if user2_compare.is_authenticated():
if user2_compare in [self.creator, self.owner]:
return self.status
return False
def allow_payment_by(self, user2_compare, guid=''):
return self.allow_view_by(user2_compare, guid)
# if this invoice allows edit by user2_compare
def allow_edit_by(self, user2_compare, guid=''):
boo = False
if user2_compare.is_superuser:
boo = True
else:
if user2_compare and user2_compare.id > 0:
if has_perm(user2_compare, 'invoices.change_invoice'):
return True
if self.creator == user2_compare or \
self.owner == user2_compare:
if self.status == 1:
# user can only edit a non-tendered invoice
if not self.is_tendered:
boo = True
else:
if self.guid and self.guid == guid: # for anonymous user
if self.status == 1 and not self.is_tendered:
boo = True
return boo
def make_payment(self, user, amount):
"""
Updates the invoice balance by adding
accounting entries.
"""
if self.is_tendered and self.balance > 0:
self.balance -= amount
self.payments_credits += amount
self.save()
# Make the accounting entries here
make_acct_entries(user, self, amount)
return True
return False
def void_payment(self, user, amount):
self.balance += amount
self.payments_credits -= amount
self.save()
# only void approved and non-zero payments
for payment in self.payment_set.filter(
status_detail='approved',
amount__gt=0):
payment.status_detail = 'void'
payment.save()
# reverse accounting entries
make_acct_entries_reversing(user, self, amount)
class Invoice(models.Model):
guid = models.CharField(max_length=50)
object_type = models.ForeignKey(ContentType,
blank=True,
null=True,
on_delete=models.CASCADE)
object_id = models.IntegerField(default=0, blank=True, null=True)
_object = GenericForeignKey('object_type', 'object_id')
title = models.CharField(max_length=200, blank=True, null=True)
creator = models.ForeignKey(User,
related_name="invoice_creator",
null=True,
on_delete=models.SET_NULL)
creator_username = models.CharField(max_length=150, null=True)
owner = models.ForeignKey(User,
related_name="invoice_owner",
null=True,
on_delete=models.SET_NULL)
owner_username = models.CharField(max_length=150, null=True)
entity = models.ForeignKey(Entity,
blank=True,
null=True,
default=None,
on_delete=models.SET_NULL,
related_name="invoices")
create_dt = models.DateTimeField(auto_now_add=True)
due_date = models.DateTimeField()
update_dt = models.DateTimeField(auto_now=True)
tender_date = models.DateTimeField(null=True)
void_date = models.DateTimeField(null=True)
voided_by = models.ForeignKey(User,
related_name="invoice_voided_by",
null=True,
on_delete=models.SET_NULL)
void_reason = models.TextField(_('Reason to void'),
max_length=200,
blank=True,
default='')
arrival_date_time = models.DateTimeField(blank=True, null=True)
is_void = models.BooleanField(default=False)
status_detail = models.CharField(max_length=50,
choices=STATUS_DETAIL_CHOICES,
default='estimate')
status = models.BooleanField(default=True)
payments_credits = models.DecimalField(max_digits=15,
decimal_places=2,
blank=True,
default=0)
balance = models.DecimalField(max_digits=15,
decimal_places=2,
blank=True,
default=0)
total = models.DecimalField(max_digits=15, decimal_places=2, blank=True)
discount_code = models.CharField(_('Discount Code'),
max_length=100,
blank=True,
null=True)
discount_amount = models.DecimalField(_('Discount Amount'),
max_digits=10,
decimal_places=2,
default=0)
variance = models.DecimalField(max_digits=10, decimal_places=2, default=0)
variance_notes = models.TextField(max_length=1000, blank=True, null=True)
receipt = models.BooleanField(default=False)
gift = models.BooleanField(default=False)
greeting = models.CharField(max_length=500, blank=True, null=True)
instructions = models.CharField(max_length=500, blank=True, null=True)
po = models.CharField(max_length=50, blank=True)
terms = models.CharField(max_length=50, blank=True)
disclaimer = models.CharField(max_length=150, blank=True, null=True)
admin_notes = models.TextField(blank=True, null=True)
fob = models.CharField(max_length=50, blank=True, null=True)
project = models.CharField(max_length=50, blank=True, null=True)
other = models.CharField(max_length=120, blank=True, null=True)
message = models.CharField(max_length=150, blank=True, null=True)
subtotal = models.DecimalField(max_digits=15, decimal_places=2, blank=True)
gratuity = models.DecimalField(blank=True,
default=0,
max_digits=6,
decimal_places=4)
tax_exempt = models.BooleanField(default=True)
tax_exemptid = models.CharField(max_length=50, blank=True, null=True)
tax_rate = models.FloatField(blank=True, default=0)
taxable = models.BooleanField(default=False)
tax = models.DecimalField(max_digits=15, decimal_places=4, default=0)
bill_to = models.CharField(max_length=120, blank=True)
bill_to_first_name = models.CharField(max_length=100,
blank=True,
null=True)
bill_to_last_name = models.CharField(max_length=100, blank=True, null=True)
bill_to_company = models.CharField(max_length=100, blank=True, null=True)
bill_to_address = models.CharField(max_length=250, blank=True, null=True)
bill_to_city = models.CharField(max_length=50, blank=True, null=True)
bill_to_state = models.CharField(max_length=50, blank=True, null=True)
bill_to_zip_code = models.CharField(max_length=20, blank=True, null=True)
bill_to_country = models.CharField(max_length=255, blank=True, null=True)
bill_to_phone = models.CharField(max_length=50, blank=True, null=True)
bill_to_fax = models.CharField(max_length=50, blank=True, null=True)
bill_to_email = models.CharField(max_length=100, blank=True, null=True)
ship_to = models.CharField(max_length=120, blank=True)
ship_to_first_name = models.CharField(max_length=50, blank=True)
ship_to_last_name = models.CharField(max_length=50, blank=True)
ship_to_company = models.CharField(max_length=100, blank=True)
ship_to_address = models.CharField(max_length=250, blank=True)
ship_to_city = models.CharField(max_length=50, blank=True)
ship_to_state = models.CharField(max_length=50, blank=True)
ship_to_zip_code = models.CharField(max_length=20, blank=True)
ship_to_country = models.CharField(max_length=255, blank=True)
ship_to_phone = models.CharField(max_length=50, blank=True, null=True)
ship_to_fax = models.CharField(max_length=50, blank=True, null=True)
ship_to_email = models.CharField(max_length=100, blank=True, null=True)
ship_to_address_type = models.CharField(max_length=50,
blank=True,
null=True)
ship_date = models.DateTimeField()
ship_via = models.CharField(max_length=50, blank=True)
shipping = models.DecimalField(max_digits=6, decimal_places=2, default=0)
shipping_surcharge = models.DecimalField(max_digits=6,
decimal_places=2,
default=0)
box_and_packing = models.DecimalField(max_digits=6,
decimal_places=2,
default=0)
objects = InvoiceManager()
class Meta:
# permissions = (("view_invoice", _("Can view invoice")), )
app_label = 'invoices'
def __str__(self):
return "Invoice %s" % self.pk
def set_creator(self, user):
"""
Sets creator fields.
"""
self.creator = user
self.creator_username = user.username
def set_owner(self, user):
"""
Sets owner fields.
"""
self.owner = user
self.owner_username = user.username
def bill_to_user(self, user):
"""
This method populates all of the bill to fields
via info in user and user.profile object.
"""
self.bill_to = '%s %s' % (user.first_name, user.last_name)
self.bill_to = self.bill_to.strip()
self.bill_to_first_name = user.first_name
self.bill_to_last_name = user.last_name
self.bill_to_email = user.email
if hasattr(user, 'profile'):
profile = user.profile
self.bill_to_company = profile.company
self.bill_to_phone = profile.phone
self.bill_to_fax = profile.fax
if profile.is_billing_address or not profile.is_billing_address_2:
self.bill_to_address = profile.address
self.bill_to_city = profile.city
self.bill_to_state = profile.state
self.bill_to_zip_code = profile.zipcode
self.bill_to_country = profile.country
else:
self.bill_to_address = profile.address_2
self.bill_to_city = profile.city_2
self.bill_to_state = profile.state_2
self.bill_to_zip_code = profile.zipcode_2
self.bill_to_country = profile.country_2
def ship_to_user(self, user):
"""
This method populates all of the ship to fields
via info in user and user.profile object.
"""
self.ship_to = '%s %s' % (user.first_name, user.last_name)
self.ship_to = self.ship_to.strip()
self.ship_to_first_name = user.first_name
self.ship_to_last_name = user.last_name
self.ship_to_email = user.email
if hasattr(user, 'profile'):
profile = user.profile
self.ship_to_company = profile.company
self.ship_to_phone = profile.phone
self.ship_to_fax = profile.fax
self.ship_to_address_type = profile.address_type
if profile.is_billing_address or not profile.is_billing_address_2:
self.ship_to_address = profile.address
self.ship_to_city = profile.city
self.ship_to_state = profile.state
self.ship_to_zip_code = profile.zipcode
self.ship_to_country = profile.country
else:
self.ship_to_address = profile.address_2
self.ship_to_city = profile.city_2
self.ship_to_state = profile.state_2
self.ship_to_zip_code = profile.zipcode_2
self.ship_to_country = profile.country_2
def split_title(self):
if ": " in self.title:
split_title = ': '.join(self.title.split(': ')[1:])
return u'%s' % split_title
return self.title
def get_absolute_url(self):
return reverse('invoice.view', args=[self.id])
def get_absolute_url_with_guid(self):
return reverse('invoice.view', args=[self.id, self.guid])
def get_discount_url(self):
from tendenci.apps.discounts.models import Discount
if self.discount_code:
try:
discount = Discount.objects.get(
discount_code=self.discount_code)
return discount.get_absolute_url
except Discount.DoesNotExist:
return ''
return ''
def save(self, user=None):
"""
Set guid, creator and owner if any of
these fields are missing.
"""
self.guid = self.guid or uuid.uuid4().hex
if hasattr(user, 'pk') and not user.is_anonymous:
self.set_creator(user)
self.set_owner(user)
# assign entity
if not self.entity_id and self.object_type:
self.entity = self.get_entity()
self.verifydata()
super(Invoice, self).save()
def verifydata(self):
# verify each field
for field in Invoice._meta.fields:
value = getattr(self, field.name)
if field.max_length and value and len(value) > field.max_length:
value = value[:field.max_length]
setattr(self, field.name, value)
def delete(self, *args, **kwargs):
"""
Invoices are never deleted.
Per Ed Schipul 06/05/2013
"""
pass
def get_entity(self):
"""
Discover the entity for this invoice.
Note that - the entity we're looking for is the entity
from the object's group, not the object's entity field.
"""
entity = None
obj = self.get_object()
if obj:
# an object is associated with a group which ties to an entity
group = None
if hasattr(obj, 'group'):
group = getattr(obj, 'group')
if group:
entity = group.entity
if not entity:
entity = getattr(obj, 'entity', None) or Entity.objects.first()
return entity
def get_object(self):
_object = None
try:
_object = self._object
except:
pass
# exclude the soft deleted object - when an object is soft deleted,
# its slug is appended with "@ + object.pk", which causes error on
# resolving url (on invoice search and detail pages) because "@"
# is not valid in the slug url pattern.
if _object and hasattr(_object, 'status') and (not _object.status):
_object = None
return _object
@property
def use_third_party_payment(self):
obj = self.get_object()
if hasattr(obj, 'use_third_party_payment'):
return getattr(obj, 'use_third_party_payment')
return False
@property
def external_payment_link(self):
obj = self.get_object()
if hasattr(obj, 'external_payment_link'):
return getattr(obj, 'external_payment_link')
return ''
def get_donation_amount(self):
obj = self.get_object()
if obj and hasattr(obj, 'donation_amount'):
return obj.donation_amount
return None
def get_status(self):
"""
Return status (string)
Use status_detail and is_voide attribute
"""
if self.is_void:
return u'void'
return self.status_detail
@property
def graguity_in_percentage(self):
return '{:.1%}'.format(self.gratuity)
@property
def is_tendered(self):
boo = False
if self.id > 0:
if self.status_detail.lower() == 'tendered':
boo = True
return boo
def tender(self, user):
""" mark it as tendered if we have records """
if not self.is_tendered:
# make accounting entry
make_acct_entries(user, self, self.total)
self.status_detail = 'tendered'
self.status = 1
self.tender_date = datetime.now()
self.save()
return True
# if this invoice allows view by user2_compare
def allow_view_by(self, user2_compare, guid=''):
if user2_compare.profile.is_superuser:
return True
if has_perm(user2_compare, 'invoices.view_invoice'):
return True
if not get_setting("module", "invoices", "disallow_private_urls"):
if self.guid == guid:
return True
obj = self.get_object()
if obj and hasattr(obj, 'allow_adjust_invoice_by'):
# example: chapter leaders can view/adjust invoices for their chapter memberships.
if obj.allow_adjust_invoice_by(user2_compare):
return True
if user2_compare.is_authenticated:
if user2_compare in [self.creator, self.owner] or \
user2_compare.email == self.bill_to_email:
return self.status
return False
def allow_payment_by(self, user2_compare, guid=''):
return self.allow_view_by(user2_compare, guid)
# if this invoice allows edit by user2_compare
def allow_edit_by(self, user2_compare):
if not user2_compare.is_authenticated:
return False
if user2_compare.is_superuser:
return True
else:
if user2_compare and user2_compare.id > 0:
if has_perm(user2_compare, 'invoices.change_invoice'):
return True
obj = self.get_object()
if obj and hasattr(obj, 'allow_adjust_invoice_by'):
# example: chapter leaders can view/adjust invoices for their chapter memberships.
if obj.allow_adjust_invoice_by(user2_compare):
return True
# if self.creator == user2_compare or \
# self.owner == user2_compare or \
# self.bill_to_email == user2_compare.email:
# if self.status:
# # user can only edit a non-tendered invoice
# if not self.is_tendered:
# return True
# else:
# if self.guid and self.guid == guid: # for anonymous user
# if self.status and not self.is_tendered:
# return True
return False
def make_payment(self, user, amount):
"""
Updates the invoice balance by adding
accounting entries.
"""
if self.is_tendered and self.balance > 0:
self.balance -= amount
self.payments_credits += amount
self.save()
# Make the accounting entries here
make_acct_entries(user, self, amount)
return True
return False
def void_payment(self, user, amount):
self.balance += amount
self.payments_credits -= amount
self.save()
# only void approved and non-zero payments
for payment in self.payment_set.filter(status_detail='approved',
amount__gt=0):
payment.status_detail = 'void'
payment.save()
# reverse accounting entries
make_acct_entries_reversing(user, self, amount)
def void(self, user=None):
"""
Voids invoice. This means the debt is no longer owed.
"""
if not self.is_void:
self.is_void = True
self.void_date = datetime.now()
self.voided_by = user
# set balance to 0
self.balance = 0
self.save()
# reverse accounting entries
if self.subtotal > 0:
make_acct_entries_initial_reversing(user, self, self.subtotal)
# def unvoid(self):
# """
# Remove 'void' from invoice. This means the invoice is active again.
# """
# if self.is_void:
# self.is_void = False
# self.save()
def get_first_approved_payment(self):
"""
Returns first approved payment in ascending order
"""
[payment
] = self.payment_set.filter(status_detail='approved')[:1] or [None]
return payment
class Invoice(models.Model):
guid = models.CharField(max_length=50)
object_type = models.ForeignKey(ContentType, blank=True, null=True)
object_id = models.IntegerField(default=0, blank=True, null=True)
_object = generic.GenericForeignKey('object_type', 'object_id')
title = models.CharField(max_length=150, blank=True, null=True)
#user
creator = models.ForeignKey(User,
related_name="invoice_creator",
null=True)
creator_username = models.CharField(max_length=50, null=True)
owner = models.ForeignKey(User, related_name="invoice_owner", null=True)
owner_username = models.CharField(max_length=50, null=True)
#dates
create_dt = models.DateTimeField(auto_now_add=True)
due_date = models.DateTimeField()
update_dt = models.DateTimeField(auto_now=True)
tender_date = models.DateTimeField(null=True)
arrival_date_time = models.DateTimeField(blank=True, null=True)
#payment status
status_detail = models.CharField(max_length=50, default='estimate')
status = models.BooleanField(default=True)
estimate = models.BooleanField(default=1)
payments_credits = models.DecimalField(max_digits=15,
decimal_places=2,
blank=True,
default=0)
balance = models.DecimalField(max_digits=15,
decimal_places=2,
blank=True,
default=0)
total = models.DecimalField(max_digits=15, decimal_places=2, blank=True)
#other
variance = models.DecimalField(max_digits=10, decimal_places=4, default=0)
variance_notes = models.TextField(max_length=1000, blank=True, null=True)
receipt = models.BooleanField(default=0)
gift = models.BooleanField(default=0)
greeting = models.CharField(max_length=500, blank=True, null=True)
instructions = models.CharField(max_length=500, blank=True, null=True)
po = models.CharField(max_length=50, blank=True)
terms = models.CharField(max_length=50, blank=True)
disclaimer = models.CharField(max_length=150, blank=True, null=True)
admin_notes = models.TextField(blank=True, null=True)
fob = models.CharField(max_length=50, blank=True, null=True)
project = models.CharField(max_length=50, blank=True, null=True)
other = models.CharField(max_length=120, blank=True, null=True)
message = models.CharField(max_length=150, blank=True, null=True)
subtotal = models.DecimalField(max_digits=15, decimal_places=2, blank=True)
tax_exempt = models.BooleanField(default=1)
tax_exemptid = models.CharField(max_length=50, blank=True, null=True)
tax_rate = models.FloatField(blank=True, default=0)
taxable = models.BooleanField(default=0)
tax = models.DecimalField(max_digits=6, decimal_places=4, default=0)
#bill/ ship
bill_to = models.CharField(max_length=120, blank=True)
bill_to_first_name = models.CharField(max_length=100,
blank=True,
null=True)
bill_to_last_name = models.CharField(max_length=100, blank=True, null=True)
bill_to_company = models.CharField(max_length=50, blank=True, null=True)
bill_to_address = models.CharField(max_length=100, blank=True, null=True)
bill_to_city = models.CharField(max_length=50, blank=True, null=True)
bill_to_state = models.CharField(max_length=50, blank=True, null=True)
bill_to_zip_code = models.CharField(max_length=20, blank=True, null=True)
bill_to_country = models.CharField(max_length=50, blank=True, null=True)
bill_to_phone = models.CharField(max_length=50, blank=True, null=True)
bill_to_fax = models.CharField(max_length=50, blank=True, null=True)
bill_to_email = models.CharField(max_length=100, blank=True, null=True)
ship_to = models.CharField(max_length=120, blank=True)
ship_to_first_name = models.CharField(max_length=50, blank=True)
ship_to_last_name = models.CharField(max_length=50, blank=True)
ship_to_company = models.CharField(max_length=50, blank=True)
ship_to_address = models.CharField(max_length=100, blank=True)
ship_to_city = models.CharField(max_length=50, blank=True)
ship_to_state = models.CharField(max_length=50, blank=True)
ship_to_zip_code = models.CharField(max_length=20, blank=True)
ship_to_country = models.CharField(max_length=50, blank=True)
ship_to_phone = models.CharField(max_length=50, blank=True, null=True)
ship_to_fax = models.CharField(max_length=50, blank=True, null=True)
ship_to_email = models.CharField(max_length=100, blank=True, null=True)
ship_to_address_type = models.CharField(max_length=50,
blank=True,
null=True)
ship_date = models.DateTimeField()
ship_via = models.CharField(max_length=50, blank=True)
shipping = models.DecimalField(max_digits=6, decimal_places=2, default=0)
shipping_surcharge = models.DecimalField(max_digits=6,
decimal_places=2,
default=0)
box_and_packing = models.DecimalField(max_digits=6,
decimal_places=2,
default=0)
objects = InvoiceManager()
class Meta:
permissions = (("view_invoice", "Can view invoice"), )
def __unicode__(self):
return u'%s' % (self.title)
def split_title(self):
split_title = ': '.join(self.title.split(': ')[1:])
return u'%s' % split_title
# def past_due(self):
# if self.object_type == 'registration':
# event_date =
@models.permalink
def get_absolute_url(self):
return ('invoice.view', [self.id])
def save(self, user=None):
if not self.id:
self.guid = str(uuid.uuid1())
if user and user.id:
self.creator = user
self.creator_username = user.username
if user and user.id:
self.owner = user
self.owner_username = user.username
super(Invoice, self).save()
def get_object(self):
_object = None
try:
_object = self._object
except:
pass
return _object
@property
def is_tendered(self):
boo = False
if self.id > 0:
if self.status_detail.lower() == 'tendered':
boo = True
return boo
def tender(self, user):
from tendenci.apps.accountings.utils import make_acct_entries
""" mark it as tendered if we have records """
if not self.is_tendered:
# make accounting entry
make_acct_entries(user, self, self.total)
self.estimate = False
self.status_detail = 'tendered'
self.status = 1
self.tender_date = datetime.now()
self.save()
return True
# if this invoice allows view by user2_compare
def allow_view_by(self, user2_compare, guid=''):
if user2_compare.profile.is_superuser:
return True
if has_perm(user2_compare, 'invoices.view_invoice'):
return True
if self.guid == guid:
return True
if user2_compare.is_authenticated():
if user2_compare in [self.creator, self.owner]:
return self.status
return False
def allow_payment_by(self, user2_compare, guid=''):
return self.allow_view_by(user2_compare, guid)
# if this invoice allows edit by user2_compare
def allow_edit_by(self, user2_compare, guid=''):
boo = False
if user2_compare.is_superuser:
boo = True
else:
if user2_compare and user2_compare.id > 0:
if has_perm(user2_compare, 'invoices.change_invoice'):
return True
if self.creator == user2_compare or self.owner == user2_compare:
if self.status == 1:
# user can only edit a non-tendered invoice
if not self.is_tendered:
boo = True
else:
if self.guid and self.guid == guid: # for anonymous user
if self.status == 1 and not self.is_tendered:
boo = True
return boo
# this function is to make accounting entries
def make_payment(self, user, amount):
from tendenci.apps.accountings.utils import make_acct_entries
if self.is_tendered:
self.balance -= amount
self.payments_credits += amount
self.save()
# Make the accounting entries here
make_acct_entries(user, self, amount)