def make_invoice(self, issuer):
"""Creates an invoice based on the current quotation/purchase order"""
from invoicing.models import Invoice, InvoiceRevision
# Initialize the invoice
invoice = Invoice(
full_init=False,
tenant=self.tenant,
account_type=self.account_type,
issuer=issuer,
organization=self.organization,
contact=self.contact,
related_to=self,
group=self.group,
attachments=self.attachments
)
# Save the invoice, based on the quotation/purchase order
inv_data = invoice.add_revision(revision=InvoiceRevision(based_on=self.current_revision))
inv_data.state = invoice.state
inv_data.issuer = issuer
inv_data.issue_date = datetime_now()
inv_data.invoicing_date = datetime.date.today()
inv_data.due_date = get_due_date(inv_data.invoicing_date, self.tenant.tenant_settings.invoicing.payment_conditions)
invoice.save()
# Update state
if self.is_quotation():
self.state = QUOTATION_STATES.INVOICED
elif self.is_purchase_order():
self.state = PURCHASE_ORDER_STATES.INVOICED
self.save()
return invoice
def create(request):
choice_member = Member.objects.all()
if not request.POST:
return render(request, 'invoice.html',
{'choice_member': choice_member})
else:
member_id = request.POST['member_id']
invoice_number_max = Invoice.objects.all().aggregate(
Max('invoice_number'))['invoice_number__max']
invoice_number = invoice_number_max + 1
member = Member.objects.get(pk=member_id)
usages = Usage.objects.filter(member=member, valid=True, invoice=None)
total_amount = usages.aggregate(total=Sum('total_price'))['total']
invoice = Invoice(amount=total_amount,
member=member,
invoice_number=invoice_number)
invoice.save()
usages.update(invoice=invoice)
usages = Usage.objects.filter(invoice=invoice)
return render(
request, 'invoice.html', {
'usages': usages,
'member_info': member,
'choice_member': choice_member,
'invoice': invoice
})
def make_invoice(self, issuer):
"""Creates an invoice based on the current quotation/purchase order"""
from invoicing.models import Invoice, InvoiceRevision
# Initialize the invoice
invoice = Invoice(full_init=False,
tenant=self.tenant,
account_type=self.account_type,
issuer=issuer,
organization=self.organization,
contact=self.contact,
related_to=self,
group=self.group,
attachments=self.attachments)
# Save the invoice, based on the quotation/purchase order
inv_data = invoice.add_revision(revision=InvoiceRevision(
based_on=self.current_revision))
inv_data.state = invoice.state
inv_data.issuer = issuer
inv_data.issue_date = datetime_now()
inv_data.invoicing_date = datetime.date.today()
inv_data.due_date = get_due_date(
inv_data.invoicing_date,
self.tenant.tenant_settings.invoicing.payment_conditions)
invoice.save()
# Update state
if self.is_quotation():
self.state = QUOTATION_STATES.INVOICED
elif self.is_purchase_order():
self.state = PURCHASE_ORDER_STATES.INVOICED
self.save()
return invoice
def test_get_invoice(client):
with db.connection() as DB:
invoice = Invoice(amount=5, description='Test invoice')
DB.add(invoice)
response = client.get('/invoices/{0}/'.format(invoice.id))
data = response.json
data['amount'] = Decimal(data['amount'])
data['amount_remaining'] = Decimal(data['amount_remaining'])
invoice_details = invoice.to_json()
invoice_details['created_at'] = invoice_details['created_at'].strftime(DATE_FORMAT) # noqa
invoice_details['updated_at'] = invoice_details['updated_at'].strftime(DATE_FORMAT) # noqa
assert data == invoice_details
def get_exportable_documents(export):
documents = []
if 'QUOTATION' in export.documents_types:
full_export = Quotation.full_export(export.tenant, export.from_date, export.to_date)
documents.append(full_export)
serializer = QuotationCSVSerializer()
documents.append((
[serializer.serialize(full_export[0])],
lambda buf: '{0}/{1}.csv'.format(_('Quotations'), _('Quotations')),
lambda buf: buf
))
if 'INVOICE' in export.documents_types:
full_export = Invoice.full_export(export.tenant, export.from_date, export.to_date)
documents.append(full_export)
serializer = InvoiceCSVSerializer()
documents.append((
[serializer.serialize(full_export[0])],
lambda buf: '{0}/{1}.csv'.format(_('Invoices'), _('Invoices')),
lambda buf: buf
))
if 'CREDIT_NOTE' in export.documents_types:
full_export = CreditNote.full_export(export.tenant, export.from_date, export.to_date)
documents.append(full_export)
serializer = CreditNoteCSVSerializer()
documents.append((
[serializer.serialize(full_export[0])],
lambda buf: '{0}/{1}.csv'.format(_('Credit notes'), _('Credit notes')),
lambda buf: buf
))
return documents
def forwards(self, orm):
from invoicing.models import InvoiceBaseGroup
# Process quotations
for quotation in Quotation.objects():
group = InvoiceBaseGroup(tenant=quotation.tenant, quotation=quotation).save()
if quotation._data.get('down_payments'):
group.down_payment_invoices = dereference(quotation._data.get('down_payments'), DownPaymentInvoice)
for down_payment_invoice in group.down_payment_invoices:
down_payment_invoice.update(set__group=group)
if quotation._data.get('related_invoice'):
group.invoice = dereference(quotation._data.get('related_invoice'), Invoice)
group.invoice.update(set__group=group)
if quotation._data.get('related_invoices_cancelled'):
group.invoices_cancelled = dereference(quotation._data.get('related_invoices_cancelled'), Invoice)
for invoice_cancelled in group.invoices_cancelled:
invoice_cancelled.update(set__group=group)
group.save()
quotation.update(set__group=group)
# Process invoices and down-payment invoices
for invoice in Invoice.objects():
if not invoice.group.id:
# Can only be an invoice: down-payment invoices are linked to quotations, so group is set
group = InvoiceBaseGroup(tenant=quotation.tenant, invoice=invoice).save()
invoice.update(set__group=group)
else:
group = invoice.group
if invoice._data.get('related_credit_note'):
group.credit_notes = [dereference(invoice._data.get('related_credit_note'), CreditNote)]
for credit_note in group.credit_notes:
credit_note.update(set__group=group, set__related_to=invoice)
group.save()
def test_list_invoices(client):
with db.connection() as DB:
invoice = Invoice(amount=5, description='Test invoice')
DB.add(invoice)
response = client.get('/invoices/')
data = response.json
for n in range(len(data)):
data[n]['amount'] = Decimal(data[n]['amount'])
data[n]['amount_remaining'] = Decimal(data[n]['amount_remaining'])
invoice_details = invoice.to_json()
invoice_details['created_at'] = invoice_details['created_at'].strftime(DATE_FORMAT) # noqa
invoice_details['updated_at'] = invoice_details['updated_at'].strftime(DATE_FORMAT) # noqa
assert data == [invoice_details]
def preview(request):
#Todo SELECT DISTINCT member from Usage where factNumber is null
choice_member = Member.objects.exclude(usage=None)
if not request.POST:
return render(request, 'invoice.html',
{'choice_member': choice_member})
else:
member_id = request.POST['member_id']
invoice_number_max = Invoice.objects.all().aggregate(
Max('invoice_number'))['invoice_number__max']
invoice_number = invoice_number_max + 1
member = Member.objects.get(pk=member_id)
usages = Usage.objects.filter(member=member, valid=True, invoice=None)
total_amount = usages.aggregate(total=Sum('total_price'))['total'] or 0
usages_annotated = usages.values(
'resource__name', 'resource__unit__name', 'unit_price',
'project__name').annotate(
qty=Sum('qty'),
total_price=Sum('total_price')).order_by('project__name')
# information about machine hours for animators
amount_machine_before = AccountEntry.objects.filter(
member=member).aggregate(total=Sum('amount_machine'))['total'] or 0
amount_machine_usages = usages.filter(
resource__payable_by_animation_hours=True).aggregate(
total=Sum('total_price'))['total'] or 0
deduction = min(amount_machine_before, amount_machine_usages)
amount_machine_after = amount_machine_before - deduction
amount_due = total_amount - deduction
invoice = Invoice(amount=total_amount,
amount_deduction=deduction,
amount_due=amount_due,
member=member,
invoice_number=invoice_number)
print(total_amount)
return render(
request, 'invoice.html', {
'usages': usages,
'usages_anotated': usages_annotated,
'member_info': member,
'choice_member': choice_member,
'invoice': invoice,
'amount_machine_before': amount_machine_before,
'amount_machine_after': amount_machine_after,
'amount_machine_usages': amount_machine_usages
})
def setUpClass(cls):
from contacts.models import Organization
from invoicing.models import Invoice, Currency
from notification import models as notification_models
super(NotificationResourceTest, cls).setUpClass()
cls.payload_kwargs = {
'data': {},
'HTTP_X_TENANT': settings.TENANT.slug
}
# Retrieve currency which will be referenced
eur = Currency.objects.get(symbol='EUR')
# Create an organization which will be referenced
organization = Organization.objects.create(tenant=settings.TENANT,
creator=settings.VOSAE_USER,
corporate_name="My Company",
private=False)
# Create deps documents
invoice = Invoice(tenant=settings.TENANT,
account_type='RECEIVABLE',
issuer=settings.VOSAE_USER)
invoice.current_revision.currency = eur.get_snapshot()
invoice.current_revision.organization = organization
invoice.save()
# Create a notification
notification = notification_models.InvoiceChangedState()
notification.previous_state = "DRAFT"
notification.new_state = "REGISTERED"
notification.issuer = settings.VOSAE_USER
notification.recipient = settings.VOSAE_USER
notification.tenant = settings.TENANT
notification.invoice = invoice
notification.save()
cls.cached_data = {
'invoice_uri':
cls.resourceDetailURI('invoice', unicode(invoice.id)),
'notification_uri':
cls.resourceDetailURI('notification', unicode(notification.id))
}
cls.created_documents = [organization, notification, invoice]
def setUpClass(cls):
from contacts.models import Organization
from invoicing.models import Invoice, Currency
from notification import models as notification_models
super(NotificationResourceTest, cls).setUpClass()
cls.payload_kwargs = {
'data': {},
'HTTP_X_TENANT': settings.TENANT.slug
}
# Retrieve currency which will be referenced
eur = Currency.objects.get(symbol='EUR')
# Create an organization which will be referenced
organization = Organization.objects.create(tenant=settings.TENANT, creator=settings.VOSAE_USER, corporate_name="My Company", private=False)
# Create deps documents
invoice = Invoice(
tenant=settings.TENANT,
account_type='RECEIVABLE',
issuer=settings.VOSAE_USER
)
invoice.current_revision.currency = eur.get_snapshot()
invoice.current_revision.organization = organization
invoice.save()
# Create a notification
notification = notification_models.InvoiceChangedState()
notification.previous_state = "DRAFT"
notification.new_state = "REGISTERED"
notification.issuer = settings.VOSAE_USER
notification.recipient = settings.VOSAE_USER
notification.tenant = settings.TENANT
notification.invoice = invoice
notification.save()
cls.cached_data = {
'invoice_uri': cls.resourceDetailURI('invoice', unicode(invoice.id)),
'notification_uri': cls.resourceDetailURI('notification', unicode(notification.id))
}
cls.created_documents = [organization, notification, invoice]
def collection_post(self):
try:
invoice = self.request.json
date_str = invoice.get('date')
invoice['date'] = parser.parse(date_str)
DBSession.add(Invoice.from_json(invoice))
invoice['date'] = date_str
self.request.response.status_code = 201
return invoice
except Exception as e:
return {'error': str(e)}
def test_invoiced_true(self):
unit = ResourceUnit(name="heure")
resource = Resource(name="Laser",
slug="laser",
unit=unit,
price_not_member=2,
price_member=1)
usage = Usage(resource=resource, qty=5)
invoice = Invoice(invoice_number=100, amount=50)
usage.invoice = invoice
self.assertTrue(usage.invoiced())
def forwards(self, orm):
# Quotation
for quotation in Quotation.objects():
quotation._changed_fields = [
'tenant', 'issuer', 'organization', 'contact', 'attachments',
'related_invoice', 'down_payments', 'subscribers'
]
set_embedded_changed_fields(quotation)
quotation.save()
# Invoice
for invoice in Invoice.objects():
invoice._changed_fields = [
'tenant', 'issuer', 'organization', 'contact', 'attachments',
'related_quotation', 'payments', 'subscribers'
]
set_embedded_changed_fields(invoice)
invoice.save()
# DownPaymentInvoice
for down_payment_invoice in DownPaymentInvoice.objects():
down_payment_invoice._changed_fields = [
'tenant', 'issuer', 'organization', 'contact', 'attachments',
'related_quotation', 'payments', 'tax_applied', 'subscribers'
]
set_embedded_changed_fields(down_payment_invoice)
down_payment_invoice.save()
# CreditNote
for credit_note in CreditNote.objects():
credit_note._changed_fields = [
'tenant', 'issuer', 'organization', 'contact', 'attachments',
'related_invoice', 'subscribers'
]
set_embedded_changed_fields(credit_note)
credit_note.save()
# Item
for item in Item.objects():
item._changed_fields = ['tenant', 'currency', 'tax']
item.save()
# Payment
for payment in Payment.objects():
payment._changed_fields = ['tenant', 'issuer', 'currency']
payment.save()
# Tax
for tax in Tax.objects():
tax._changed_fields = ['tenant']
tax.save()
def test_pay_invoice(client):
with db.connection() as DB:
invoice = Invoice(amount=5, description='Test invoice')
DB.add(invoice)
request_data = {'amount': 5}
response = client.post('/invoices/{0}/pay/'.format(invoice.id),
json=request_data)
data = response.json
print(data)
assert data['amount_remaining'] == 0
assert data['status'] == 'Paid'
def forwards(self, orm):
# Quotation
for quotation in Quotation.objects():
quotation._changed_fields = ['tenant', 'issuer', 'organization', 'contact', 'attachments', 'related_invoice', 'down_payments', 'subscribers']
set_embedded_changed_fields(quotation)
quotation.save()
# Invoice
for invoice in Invoice.objects():
invoice._changed_fields = ['tenant', 'issuer', 'organization', 'contact', 'attachments', 'related_quotation', 'payments', 'subscribers']
set_embedded_changed_fields(invoice)
invoice.save()
# DownPaymentInvoice
for down_payment_invoice in DownPaymentInvoice.objects():
down_payment_invoice._changed_fields = ['tenant', 'issuer', 'organization', 'contact', 'attachments', 'related_quotation', 'payments', 'tax_applied', 'subscribers']
set_embedded_changed_fields(down_payment_invoice)
down_payment_invoice.save()
# CreditNote
for credit_note in CreditNote.objects():
credit_note._changed_fields = ['tenant', 'issuer', 'organization', 'contact', 'attachments', 'related_invoice', 'subscribers']
set_embedded_changed_fields(credit_note)
credit_note.save()
# Item
for item in Item.objects():
item._changed_fields = ['tenant', 'currency', 'tax']
item.save()
# Payment
for payment in Payment.objects():
payment._changed_fields = ['tenant', 'issuer', 'currency']
payment.save()
# Tax
for tax in Tax.objects():
tax._changed_fields = ['tenant']
tax.save()
def prepare(request, create=False):
member_id = request.POST['member_id']
invoice_number_max = Invoice.objects.all().aggregate(Max('invoice_number'))['invoice_number__max'] or 0
invoice_number = invoice_number_max + 1
member = Member.objects.get(pk=member_id)
usages = Usage.objects.filter(member=member, valid=True, invoice=None)
total_amount = usages.aggregate(total=Sum('total_price'))['total'] or 0
usages_annotated = usages.values('resource__name',
'resource__unit__name',
'unit_price',
'project__name').annotate(qty=Sum('qty'), total_price=Sum('total_price')
).order_by('project__name')
balance = AccountEntry.objects.filter(member=member).aggregate(machine=Sum('amount_machine'),
cash=Sum('amount_cash'))
print(balance)
# information about machine hours balance
amount_machine_before = balance['machine'] or 0
amount_machine_usages = usages.filter(resource__payable_by_animation_hours=True).aggregate(
total=Sum('total_price'))['total'] or 0
deduction_machine = min(amount_machine_before, amount_machine_usages)
amount_machine_after = amount_machine_before - deduction_machine
# information about cash balance
cash_before = balance['cash'] or 0
remaining_amount = total_amount - deduction_machine
deduction_cash = min(cash_before, remaining_amount)
cash_after = cash_before - deduction_cash
deduction = deduction_machine + deduction_cash
invoice = Invoice(amount=total_amount,
amount_deduction=deduction,
member=member,
invoice_number=invoice_number)
print(total_amount)
if create:
invoice.save()
if deduction > 0:
AccountEntry.objects.create(member=member, amount_machine=-deduction_machine, amount_cash=-deduction_cash, invoice=invoice)
usages.update(invoice=invoice)
usages = Usage.objects.filter(invoice=invoice)
return {'usages': usages,
'usages_anotated': usages_annotated,
'member_info': member,
'invoice': invoice,
'amount_machine_before': amount_machine_before,
'amount_machine_after': amount_machine_after,
'amount_machine_usages': amount_machine_usages,
'deduction_machine': deduction_machine,
'cash_before': cash_before,
'cash_after': cash_after,
'deduction_cash': deduction_cash
}
def generate_child_invoice(**kwargs):
"""
function to generate a new child invoice based upon the parent
"""
try:
parent = Invoice.objects.get(
invoice_number=kwargs['args']) # invoice instance
child = Invoice()
child.client = parent.client
child.tax = parent.tax
child.discount_rate = parent.discount_rate
child.issued_by = parent.issued_by
child.invoice_status = Invoice.INVOICE_STATUS[1][0]
child.recurring = Invoice.RECURRING[0][0]
child.parent_invoice = parent
child.date_due = timezone.now().date()
child.save()
# save the new m2m intermediary model
parent_units = Units.objects.filter(invoice=parent)
for item in parent_units.iterator():
new = Units()
new.invoice = child
new.item = item.item
new.quantity = item.quantity
new.save()
# generate pdf and send email (note: email=False, as already being dispatched due to creation of new PDF)
invoicing_view.pdf_gen_or_fetch_or_email(
invoice_number=child.invoice_number,
type=invoicing_view.PDF_TYPES.get('invoice'),
email=False,
regenerate=False)
return True
except Invoice.DoesNotExist:
return None
def main():
"""
Find subscriptions that are due to be invoiced, generate the invoices,
update the accounts, update the subscription and kill all humans
"""
invoices = []
try:
# Get current subscriptions and subscriptions that have not been (fully) invoiced and are due to be invoiced.
subscriptions = Subscription.objects.filter(active = 1)
subscriptions = subscriptions.filter(Q(invoiced_until_date__isnull = True) | Q(invoiced_until_date__gte = F('start_date')))
subscriptions = subscriptions.filter(Q(end_date__isnull = True) | Q(invoiced_until_date__lte = F('end_date')))
subscriptions = subscriptions.filter(Q(invoiced_until_date__isnull = True) | Q(invoiced_until_date__lte = datetime.utcnow()))
for subscription in subscriptions:
invoice = Invoice()
invoice.customer = subscription.customer
invoice.date = date.today()
invoice.save()
if subscription.invoiced_until_date:
start_date = subscription.invoiced_until_date
else:
start_date = subscription.start_date
# Invoice every invoice period that needs to be invoiced.
while start_date < datetime.utcnow():
#
# Calculate the date until which we are invoicing
#
if subscription.product.invoice_interval == 0:
subscription.invoiced_until_date = start_date + timedelta(days = subscription.product.invoice_interval_count * subscription.intervals_per_invoice)
if subscription.product.invoice_interval == 1:
subscription.invoiced_until_date = start_date + timedelta(weeks = subscription.product.invoice_interval_count * subscription.intervals_per_invoice)
elif subscription.product.invoice_interval == 2:
months = subscription.product.invoice_interval_count * subscription.intervals_per_invoice
month = start_date.month + months % 12
year = start_date.year + int(months / 12)
subscription.invoiced_until_date = datetime(year, month, start_date.day, 0, 0, 0)
elif subscription.product.invoice_interval == 3:
quarters = subscription.product.invoice_interval_count * subscription.intervals_per_invoice
month = start_date.month + (quarters * 3) % 12
year = start_date.year + int((quarters * 3) / 12)
subscription.invoiced_until_date = datetime(year, month, start_date.day, 0, 0, 0)
elif subscription.product.invoice_interval == 4:
years = subscription.product.invoice_interval_count * subscription.intervals_per_invoice
subscription.invoiced_until_date = datetime(start_date.year + years, month, day, 0, 0, 0)
# Add the subscription lines to the invoice
invoiceitem = InvoiceItem()
invoiceitem.invoice = invoice
invoiceitem.item = None # Only used for products with serials
invoiceitem.product = subscription.product
invoiceitem.period = start_date.strftime("%Y-%m-%d") + " - " + subscription.invoiced_until_date.strftime("%Y-%m-%d")
invoiceitem.description = subscription.extra_info
invoiceitem.count = 1
invoiceitem.amount = subscription.product.get_price()
if invoiceitem.amount == None:
# This item has no price
raise LookupError
invoiceitem.amount *= subscription.intervals_per_invoice
invoiceitem.vat = subscription.product.vat
invoiceitem.save()
start_date = subscription.invoiced_until_date
# This subscription has been invoiced.
subscription.save()
# The transactions should be made to the VAT tables and accounts receivable
invoice.book()
invoices.append(invoice)
except:
db_trans.rollback()
raise
else:
db_trans.commit()
for invoice in invoices:
# Mail the invoice to the client if requested, otherwise put the PDF in the outgoing snailmail queue
if invoice.customer.invoice_by_email:
pdf = invoice.pdf()
send_mail("%s <%s>" % (invoice.customer.displayname, invoice.customer.invoice_email), invoice.full_invoice_no, pdf)
else:
# FIXME Snailmail queue should be here
pass
db_trans.commit()
def update_invoices_states():
from invoicing.models import Quotation, Invoice
Quotation.manage_states()
Invoice.manage_states()
def update_invoices_states():
from invoicing.models import Quotation, Invoice
Quotation.manage_states()
Invoice.manage_states()