feat(finance): send statement summary to finance office

jdav_web/finance/admin.py

@@ -219,7 +219,7 @@ class StatementSubmittedAdmin(admin.ModelAdmin):
             messages.error(request,
                     _("%(name)s is not yet submitted.") % {'name': str(statement)})
             return HttpResponseRedirect(reverse('admin:%s_%s_change' % (self.opts.app_label, self.opts.model_name), args=(statement.pk,)))
-        if "transaction_execution_confirm" in request.POST:
+        if "transaction_execution_confirm" in request.POST or "transaction_execution_confirm_and_send" in request.POST:
             res = statement.confirm(confirmer=get_member(request))
             if not res:
                 # this should NOT happen!
@@ -227,6 +227,9 @@ class StatementSubmittedAdmin(admin.ModelAdmin):
                         _("An error occured while trying to confirm %(name)s. Please try again.") % {'name': str(statement)})
                 return HttpResponseRedirect(reverse('admin:%s_%s_overview' % (self.opts.app_label, self.opts.model_name)))
 
+            if "transaction_execution_confirm_and_send" in request.POST:
+                statement.send_summary(cc=[request.user.member.email] if hasattr(request.user, 'member') else [])
+                messages.success(request, _("Successfully sent receipt to the office."))
             messages.success(request,
                     _("Successfully confirmed %(name)s. I hope you executed the associated transactions, I wont remind you again.")
                     % {'name': str(statement)})

jdav_web/finance/locale/de/LC_MESSAGES/django.po

@@ -8,7 +8,7 @@ msgid ""
 msgstr ""
 "Project-Id-Version: PACKAGE VERSION\n"
 "Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2025-04-27 23:00+0200\n"
+"POT-Creation-Date: 2025-05-03 19:06+0200\n"
 "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
 "Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
 "Language-Team: LANGUAGE <LL@li.org>\n"
@@ -64,6 +64,10 @@ msgstr ""
 "Beim Abwickeln von %(name)s ist ein Fehler aufgetreten. Bitte versuche es "
 "erneut."
 
+#: finance/admin.py
+msgid "Successfully sent receipt to the office."
+msgstr "Abrechnungsbeleg an die Geschäftsstelle gesendet."
+
 #: finance/admin.py
 #, python-format
 msgid ""
@@ -283,6 +287,10 @@ msgstr "Abrechnungen"
 msgid "Statement: %(excursion)s"
 msgstr "Abrechnung: %(excursion)s"
 
+#: finance/models.py
+msgid "Excursion %(excursion)s"
+msgstr "Ausfahrt %(excursion)s"
+
 #: finance/models.py
 msgid "Ready to confirm"
 msgstr "Bereit zur Abwicklung"
@@ -310,6 +318,11 @@ msgstr "LJP-Zuschuss %(excu)s"
 msgid "Total"
 msgstr "Gesamtbetrag"
 
+#: finance/models.py
+#, python-format
+msgid "Statement summary for %(title)s"
+msgstr "Abrechnung für %(title)s"
+
 #: finance/models.py
 msgid "Statement in preparation"
 msgstr "Abrechnung in Vorbereitung"
@@ -433,8 +446,12 @@ msgid "I did execute the listed transactions."
 msgstr "Ich habe die aufgeführten Überweisungen ausgeführt."
 
 #: finance/templates/admin/confirmed_statement.html
-msgid "Confirm"
-msgstr "Bestätigen"
+msgid "Confirm only"
+msgstr "Nur bestätigen"
+
+#: finance/templates/admin/confirmed_statement.html
+msgid "Confirm and send receipt to office"
+msgstr "Bestätigen und Beleg an die Geschäftsstelle senden"
 
 #: finance/templates/admin/overview_submitted_statement.html
 msgid "Overview"
@@ -558,8 +575,8 @@ msgid ""
 "against allowances and subsidies."
 msgstr ""
 "Da Personen über 27 an der Ausfahrt teilnehommen haben, wird ein "
-"Organisationsbeitrag von %(org_fee)s€ pro Person und Tag fällig. Der Gesamtbetrag "
-"von %(total_org_fee_theoretical)s€ wird mit Zuschüssen und "
+"Organisationsbeitrag von %(org_fee)s€ pro Person und Tag fällig. Der "
+"Gesamtbetrag von %(total_org_fee_theoretical)s€ wird mit Zuschüssen und "
 "Aufwandsentschädigungen verrechnet."
 
 #: finance/templates/admin/overview_submitted_statement.html

jdav_web/finance/models.py

@@ -15,6 +15,9 @@ import rules
 from contrib.models import CommonModel
 from contrib.rules import has_global_perm
 from utils import cvt_to_decimal, RestrictedFileField
+from members.pdf import render_tex_with_attachments
+from mailer.mailutils import send as send_mail
+from contrib.media import media_path
 
 from schwifty import IBAN
 import re
@@ -121,6 +124,13 @@ class Statement(CommonModel):
         else:
             return self.short_description
 
+    @property
+    def title(self):
+        if self.excursion is not None:
+            return _('Excursion %(excursion)s') % {'excursion': str(self.excursion)}
+        else:
+            return self.short_description
+
     def submit(self, submitter=None):
         self.submitted = True
         self.submitted_date = timezone.now()
@@ -534,6 +544,23 @@ class Statement(CommonModel):
                             .order_by('short_description')\
                             .annotate(amount=Sum('amount'))
 
+    def send_summary(self, cc=None):
+        """
+        Sends a summary of the statement to the central office of the association.
+        """
+        excursion = self.excursion
+        context = dict(statement=self.template_context(), excursion=excursion, settings=settings)
+        pdf_filename = f"{excursion.code}_{excursion.name}_Zuschussbeleg" if excursion else f"Abrechnungsbeleg"
+        attachments = [bill.proof.path for bill in self.bills_covered if bill.proof]
+        filename = render_tex_with_attachments(pdf_filename, 'finance/statement_summary.tex',
+                                               context, attachments, save_only=True)
+        send_mail(_('Statement summary for %(title)s') % { 'title': self.title },
+                  settings.SEND_STATEMENT_SUMMARY.format(statement=self.title),
+                  sender=settings.DEFAULT_SENDING_MAIL,
+                  recipients=[settings.SEKTION_FINANCE_MAIL],
+                  cc=cc,
+                  attachments=[media_path(filename)])
+
 
 class StatementUnSubmittedManager(models.Manager):
     def get_queryset(self):

jdav_web/finance/templates/admin/confirmed_statement.html

@@ -110,6 +110,7 @@ links.forEach(link => {
     <input type="checkbox" required>
     {% blocktrans %}I did execute the listed transactions.{% endblocktrans %}
     </p>
-    <input class="default confirm" type="submit" name="transaction_execution_confirm" value="{% translate 'Confirm' %}">
+    <input class="default confirm" type="submit" name="transaction_execution_confirm" value="{% translate 'Confirm only' %}">
+    <input class="default confirm" type="submit" name="transaction_execution_confirm_and_send" value="{% translate 'Confirm and send receipt to office' %}">
 </form>
 {% endblock %}

jdav_web/jdav_web/settings/components/texts.py

@@ -273,3 +273,11 @@ Im Anhang findet ihr die Kriseninterventionsliste.
 
 Viele Grüße
 Euer KOMPASS""")
+
+SEND_STATEMENT_SUMMARY = get_text('send_statement_summary', default="""Hallo zusammen,
+
+anbei findet ihr die Abrechnung inklusive Belege für {statement}. Die Überweisungen
+wurden wie beschrieben ausgeführt.
+
+Viele Grüße
+Euer KOMPASS""")

jdav_web/jdav_web/settings/local.py

@@ -9,6 +9,7 @@ SEKTION_CONTACT_MAIL = get_var('section', 'contact_mail', default='info@example.
 SEKTION_BOARD_MAIL = get_var('section', 'board_mail', default=SEKTION_CONTACT_MAIL)
 SEKTION_CRISIS_INTERVENTION_MAIL = get_var('section', 'crisis_intervention_mail',
                                            default=SEKTION_BOARD_MAIL)
+SEKTION_FINANCE_MAIL = get_var('section', 'finance_mail', default=SEKTION_CONTACT_MAIL)
 SEKTION_IBAN = get_var('section', 'iban', default='Foo 123')
 SEKTION_ACCOUNT_HOLDER = get_var('section', 'account_holder',
                                  default='Foo')