finance: improve confirm overview, polish admin pages

jdav_web/finance/admin.py

@@ -7,11 +7,13 @@ from functools import update_wrapper
 from django.utils.translation import gettext_lazy as _
 from django.shortcuts import render
 
-from .models import Ledger, Statement, Receipt, Transaction, Bill, StatementSubmitted, StatementConfirmed
+from .models import Ledger, Statement, Receipt, Transaction, Bill, StatementSubmitted, StatementConfirmed,\
+        StatementUnSubmitted
+
 
 @admin.register(Ledger)
 class LedgerAdmin(admin.ModelAdmin):
-    pass
+    search_fields = ('name', )
 
 
 class BillOnStatementInline(admin.TabularInline):
@@ -29,8 +31,8 @@ class BillOnStatementInline(admin.TabularInline):
         return super(BillOnStatementInline, self).get_readonly_fields(request, obj)
 
 
-@admin.register(Statement)
-class StatementAdmin(admin.ModelAdmin):
+@admin.register(StatementUnSubmitted)
+class StatementUnSubmitteddAdmin(admin.ModelAdmin):
     fields = ['short_description', 'explanation', 'excursion', 'submitted']
     inlines = [BillOnStatementInline]
 
@@ -65,13 +67,13 @@ class StatementAdmin(admin.ModelAdmin):
         if statement.submitted:
             messages.error(request,
                     _("%(name)s is already submitted.") % {'name': str(statement)})
-            return HttpResponseRedirect(reverse('admin:%s_%s_change' % (statement._meta.app_label, statement._meta.model_name), args=(statement.pk,)))
+            return HttpResponseRedirect(reverse('admin:%s_%s_changelist' % (self.opts.app_label, self.opts.model_name), args=(statement.pk,)))
 
         if "apply" in request.POST:
-            statement.submit()
+            statement.submit(get_member(request))
             messages.success(request,
                     _("Successfully submited %(name)s. The finance department will notify the requestors as soon as possible.") % {'name': str(statement)})
-            return HttpResponseRedirect(reverse('admin:%s_%s_change' % (statement._meta.app_label, statement._meta.model_name), args=(statement.pk,)))
+            return HttpResponseRedirect(reverse('admin:%s_%s_changelist' % (self.opts.app_label, self.opts.model_name)))
         context = dict(self.admin_site.each_context(request),
                        title=_('Submit statement'),
                        opts=self.opts,
@@ -82,7 +84,7 @@ class StatementAdmin(admin.ModelAdmin):
 
 class TransactionOnSubmittedStatementInline(admin.TabularInline):
     model = Transaction
-    fields = ['amount', 'member', 'reference']
+    fields = ['amount', 'member', 'reference', 'ledger']
     formfield_overrides = {
         TextField: {'widget': Textarea(attrs={'rows': 1, 'cols': 40})}
     }
@@ -105,6 +107,8 @@ class BillOnSubmittedStatementInline(BillOnStatementInline):
 @admin.register(StatementSubmitted)
 class StatementSubmittedAdmin(admin.ModelAdmin):
     fields = ['short_description', 'explanation', 'excursion', 'submitted']
+    list_display = ['__str__', 'is_valid', 'submitted_date', 'submitted_by']
+    ordering = ('-submitted_date',)
     inlines = [BillOnSubmittedStatementInline, TransactionOnSubmittedStatementInline]
 
     def has_add_permission(self, request, obj=None):
@@ -142,17 +146,50 @@ class StatementSubmittedAdmin(admin.ModelAdmin):
         return custom_urls + urls
 
     def overview_view(self, request, object_id):
-        statement = Statement.objects.get(pk=object_id)
+        statement = StatementSubmitted.objects.get(pk=object_id)
         if not statement.submitted:
             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:
+            res = statement.confirm(confirmer=get_member(request))
+            if not res:
+                # this should NOT happen!
+                messages.error(request,
+                        _("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)))
+
+            messages.success(request,
+                    _("Successfully confirmed %(name)s. I hope you executed the associated transactions, I wont remind you again.")
+                    % {'name': str(statement)})
+            return HttpResponseRedirect(reverse('admin:%s_%s_changelist' % (self.opts.app_label, self.opts.model_name)))
         if "confirm" in request.POST:
-            statement.confirmed = True
+            res = statement.validity
+            if res == Statement.VALID:
+                context = dict(self.admin_site.each_context(request),
+                               title=_('Statement confirmed'),
+                               opts=self.opts,
+                               statement=statement)
+                return render(request, 'admin/confirmed_statement.html', context=context)
+            elif res == Statement.NON_MATCHING_TRANSACTIONS:
+                messages.error(request,
+                        _("Transactions do not match the covered expenses. Please correct the mistakes listed below.")
+                        % {'name': str(statement)})
+                return HttpResponseRedirect(reverse('admin:%s_%s_overview' % (self.opts.app_label, self.opts.model_name), args=(statement.pk,)))
+            elif res == Statement.MISSING_LEDGER:
+                messages.error(request,
+                        _("Some transactions have no ledger configured. Please fill in the gaps.")
+                        % {'name': str(statement)})
+                return HttpResponseRedirect(reverse('admin:%s_%s_overview' % (self.opts.app_label, self.opts.model_name), args=(statement.pk,)))
+            return HttpResponseRedirect(reverse('admin:%s_%s_changelist' % (self.opts.app_label, self.opts.model_name)))
+
+        if "reject" in request.POST:
+            statement.submitted = False
             statement.save()
-            for trans in statement.transaction_set.all():
-                trans.confirmed = True
-                trans.save()
+            messages.success(request,
+                    _("Successfully rejected %(name)s. The requestor can reapply, when needed.")
+                    % {'name': str(statement)})
+            return HttpResponseRedirect(reverse('admin:%s_%s_changelist' % (self.opts.app_label, self.opts.model_name)))
 
         if "generate_transactions" in request.POST:
             if statement.transaction_set.count() > 0:
@@ -167,6 +204,7 @@ class StatementSubmittedAdmin(admin.ModelAdmin):
                        title=_('View submitted statement'),
                        opts=self.opts,
                        statement=statement,
+                       transaction_issues=statement.transaction_issues,
                        nights=statement.excursion.night_count,
                        price_per_night=statement.real_night_cost,
                        duration=statement.excursion.duration,
@@ -181,33 +219,49 @@ class StatementSubmittedAdmin(admin.ModelAdmin):
                        transportation_per_yl=statement.transportation_per_yl,
                        total_per_yl=statement.total_per_yl,
                        total_staff=statement.total_staff,
-                       total=statement.total())
+                       total=statement.total)
 
         return render(request, 'admin/overview_submitted_statement.html', context=context)
 
     def reduce_transactions_view(self, request, object_id):
-        statement = Statement.objects.get(pk=object_id)
+        statement = StatementSubmitted.objects.get(pk=object_id)
         statement.reduce_transactions()
         messages.success(request,
                 _("Successfully reduced transactions for %(name)s.") % {'name': str(statement)})
-        return HttpResponseRedirect(reverse('admin:%s_%s_change' % (self.opts.app_label, self.opts.model_name), args=(statement.pk,)))
+        return HttpResponseRedirect(request.GET['redirectTo'])
+        #return HttpResponseRedirect(reverse('admin:%s_%s_change' % (self.opts.app_label, self.opts.model_name), args=(statement.pk,)))
+
 
 @admin.register(StatementConfirmed)
 class StatementConfirmedAdmin(admin.ModelAdmin):
     fields = ['short_description', 'explanation', 'excursion', 'confirmed']
-    readonly_fields = fields
-
+    #readonly_fields = fields
+    list_display = ['__str__', 'total_pretty', 'confirmed_date', 'confirmed_by']
+    ordering = ('-confirmed_date',)
 
-@admin.register(Receipt)
-class ReceiptAdmin(admin.ModelAdmin):
-    pass
+    def has_add_permission(self, request, obj=None):
+        return False
 
 
 @admin.register(Transaction)
 class TransactionAdmin(admin.ModelAdmin):
-    pass
+    list_display = ['member', 'ledger', 'amount', 'reference', 'statement', 'confirmed',
+            'confirmed_date', 'confirmed_by']
+    list_filter = ('ledger', 'member', 'statement', 'confirmed')
+    search_fields = ('reference', )
+    fields = ['reference', 'amount', 'member', 'ledger', 'statement']
+    readonly_fields = fields
 
 
 @admin.register(Bill)
 class BillAdmin(admin.ModelAdmin):
-    list_display = ['short_description', 'pretty_amount', 'paid_by', 'refunded']
+    list_display = ['__str__', 'statement', 'short_description', 'pretty_amount', 'paid_by', 'refunded']
+    list_filter = ('statement', 'paid_by', 'refunded')
+    search_fields = ('reference', 'statement')
+
+
+def get_member(request):
+    if not hasattr(request.user, 'member'):
+        return None
+    else:
+        return request.user.member

jdav_web/finance/models.py

@@ -1,5 +1,7 @@
 import math
 from itertools import groupby
+from decimal import Decimal, ROUND_HALF_DOWN
+from django.utils import timezone
 
 from django.db import models
 from django.utils.translation import gettext_lazy as _
@@ -13,8 +15,28 @@ class Ledger(models.Model):
     def __str__(self):
         return self.name
 
+    class Meta:
+        verbose_name = _('Ledger')
+        verbose_name_plural = _('Ledgers')
+
+
+class TransactionIssue:
+    def __init__(self, member, current, target):
+        self.member, self.current, self. target = member, current, target
+
+    @property
+    def difference(self):
+        return self.target - self.current
+
+
+class StatementManager(models.Manager):
+    def get_queryset(self):
+        return super().get_queryset().filter(submitted=False, confirmed=False)
+
 
 class Statement(models.Model):
+    MISSING_LEDGER, NON_MATCHING_TRANSACTIONS, VALID = 0, 1, 2
+
     ALLOWANCE_PER_DAY = 10
 
     short_description = models.CharField(verbose_name=_('Short description'),
@@ -30,9 +52,24 @@ class Statement(models.Model):
     night_cost = models.DecimalField(verbose_name=_('Price per night'), default=0, decimal_places=2, max_digits=3)
 
     submitted = models.BooleanField(verbose_name=_('Submitted'), default=False)
+    submitted_date = models.DateTimeField(verbose_name=_('Submitted on'), default=None, null=True)
     confirmed = models.BooleanField(verbose_name=_('Confirmed'), default=False)
+    confirmed_date = models.DateTimeField(verbose_name=_('Paid on'), default=None, null=True)
+
+    submitted_by = models.ForeignKey(Member, verbose_name=_('Submitted by'),
+                                     blank=True,
+                                     null=True,
+                                     on_delete=models.SET_NULL,
+                                     related_name='submitted_statements')
+    confirmed_by = models.ForeignKey(Member, verbose_name=_('Authorized by'),
+                                     blank=True,
+                                     null=True,
+                                     on_delete=models.SET_NULL,
+                                     related_name='confirmed_statements')
 
     class Meta:
+        verbose_name = _('Statement')
+        verbose_name_plural = _('Statements')
         permissions = [('may_edit_submitted_statements', 'Is allowed to edit submitted statements')]
 
     def __str__(self):
@@ -41,10 +78,74 @@ class Statement(models.Model):
         else:
             return self.short_description
 
-    def submit(self):
+    def submit(self, submitter=None):
         self.submitted = True
+        self.submitted_date = timezone.now()
+        self.submitted_by = submitter
         self.save()
 
+    @property
+    def transaction_issues(self):
+        needed_paiments = [(b.paid_by, b.amount) for b in self.bill_set.all() if b.costs_covered]
+
+        if self.excursion is not None:
+            needed_paiments.extend([(yl, self.real_per_yl) for yl in self.excursion.jugendleiter.all()])
+
+        needed_paiments = sorted(needed_paiments, key=lambda p: p[0].pk)
+        target = map(lambda p: (p[0], sum([x[1] for x in p[1]])), groupby(needed_paiments, lambda p: p[0]))
+
+        transactions = sorted(self.transaction_set.all(), key=lambda trans: trans.member.pk)
+        current = dict(map(lambda p: (p[0], sum([t.amount for t in p[1]])), groupby(transactions, lambda trans: trans.member)))
+
+        issues = []
+        for member, amount in target:
+            if amount == 0:
+                continue
+            elif member not in current:
+                issue = TransactionIssue(member=member, current=0, target=amount)
+                issues.append(issue)
+            elif current[member] != amount:
+                issue = TransactionIssue(member=member, current=current[member], target=amount)
+                issues.append(issue)
+        return issues
+
+    @property
+    def ledgers_configured(self):
+        return all([trans.ledger is not None for trans in self.transaction_set.all()])
+
+    @property
+    def transactions_match_expenses(self):
+        return len(self.transaction_issues) == 0
+
+    def is_valid(self):
+        return self.ledgers_configured and self.transactions_match_expenses
+    is_valid.boolean = True
+    is_valid.short_description = _('Ready to confirm')
+
+    @property
+    def validity(self):
+        if not self.transactions_match_expenses:
+            return Statement.NON_MATCHING_TRANSACTIONS
+        if not self.ledgers_configured:
+            return Statement.MISSING_LEDGER
+        else:
+            return Statement.VALID
+
+    def confirm(self, confirmer=None):
+        if not self.validity == Statement.VALID:
+            return False
+
+        self.confirmed = True
+        self.confirmed_date = timezone.now()
+        self.confirmed_by = confirmer
+        for trans in self.transaction_set.all():
+            trans.confirmed = True
+            trans.confirmed_date = timezone.now()
+            trans.confirmed_by = confirmer
+            trans.save()
+        self.save()
+        return True
+
     def generate_transactions(self):
         # bills
         for bill in self.bill_set.all():
@@ -58,20 +159,29 @@ class Statement(models.Model):
             return
 
         for yl in self.excursion.jugendleiter.all():
-            real_per_yl = self.total_staff / self.excursion.jugendleiter.count()
-            ref = _("Compensation for %(excu)s.") % {'excu': self.excursion.name}
-            Transaction(statement=self, member=yl, amount=real_per_yl, confirmed=False, reference=ref).save()
+            ref = _("Compensation for %(excu)s") % {'excu': self.excursion.name}
+            Transaction(statement=self, member=yl, amount=self.real_per_yl, confirmed=False, reference=ref).save()
 
     def reduce_transactions(self):
-        transactions = sorted(self.transaction_set.all(), key=lambda trans: trans.member.pk)
-        for member, transaction_group in groupby(transactions, lambda trans: trans.member):
+        # to minimize the number of needed bank transactions, we bundle transactions from same ledger to
+        # same member
+        transactions = self.transaction_set.all()
+        if any((t.ledger is None for t in transactions)):
+            return
+
+        sort_key = lambda trans: (trans.member.pk, trans.ledger.pk)
+        group_key = lambda trans: (trans.member, trans.ledger)
+        transactions = sorted(transactions, key=sort_key)
+        for pair, transaction_group in groupby(transactions, group_key):
+            member, ledger = pair
             grp = list(transaction_group)
             if len(grp) == 1:
                 continue
 
             new_amount = sum((trans.amount for trans in grp))
             new_ref = "\n".join((trans.reference for trans in grp))
-            Transaction(statement=self, member=member, amount=new_amount, confirmed=False, reference=new_ref).save()
+            Transaction(statement=self, member=member, amount=new_amount, confirmed=False, reference=new_ref,
+                        ledger=ledger).save()
             for trans in grp:
                 trans.delete()
 
@@ -95,14 +205,14 @@ class Statement(models.Model):
         if self.excursion is None:
             return 0
 
-        return self.excursion.kilometers_traveled * self.euro_per_km
+        return cvt_to_decimal(self.excursion.kilometers_traveled * self.euro_per_km)
 
     @property
     def allowance_per_yl(self):
         if self.excursion is None:
             return 0
 
-        return self.excursion.duration * self.ALLOWANCE_PER_DAY
+        return cvt_to_decimal(self.excursion.duration * self.ALLOWANCE_PER_DAY)
 
     @property
     def real_night_cost(self):
@@ -113,7 +223,7 @@ class Statement(models.Model):
         if self.excursion is None:
             return 0
 
-        return float(self.excursion.night_count * self.real_night_cost)
+        return self.excursion.night_count * self.real_night_cost
 
     @property
     def total_per_yl(self):
@@ -121,6 +231,13 @@ class Statement(models.Model):
                 + self.allowance_per_yl \
                 + self.nights_per_yl
 
+    @property
+    def real_per_yl(self):
+        if self.excursion is None:
+            return 0
+
+        return self.total_staff / self.excursion.staff_count
+
     @property
     def total_staff(self):
         return self.total_per_yl * self.real_staff_count
@@ -148,8 +265,27 @@ class Statement(models.Model):
         else:
             return 2 + math.ceil((participant_count - 7) / 7)
 
+    @property
     def total(self):
-        return float(self.total_bills) + self.total_staff
+        return self.total_bills + self.total_staff
+
+    def total_pretty(self):
+        return "{}€".format(self.total)
+    total_pretty.short_description = _('Total')
+
+
+class StatementUnSubmittedManager(models.Manager):
+    def get_queryset(self):
+        return super().get_queryset().filter(submitted=False, confirmed=False)
+
+
+class StatementUnSubmitted(Statement):
+    objects = StatementUnSubmittedManager()
+
+    class Meta:
+        proxy = True
+        verbose_name = _('Statement in preparation')
+        verbose_name_plural = _('Statements in preparation')
 
 
 class StatementSubmittedManager(models.Manager):
@@ -177,8 +313,8 @@ class StatementConfirmed(Statement):
 
     class Meta:
         proxy = True
-        verbose_name = _('Confirmed statement')
-        verbose_name_plural = _('Confirmed statements')
+        verbose_name = _('Paid statement')
+        verbose_name_plural = _('Paid statements')
         permissions = (('may_manage_confirmed_statements', 'Can view and manage confirmed statements.'),)
 
 
@@ -188,7 +324,7 @@ class Bill(models.Model):
     explanation = models.TextField(verbose_name=_('Explanation'), blank=True)
 
     amount = models.DecimalField(max_digits=6, decimal_places=2, default=0)
-    paid_by = models.ForeignKey(Member, verbose_name=_('Paid by'), null=True,
+    paid_by = models.ForeignKey(Member, verbose_name=_('Authorized by'), null=True,
                                 on_delete=models.SET_NULL)
     costs_covered = models.BooleanField(verbose_name=_('Covered'), default=False)
     refunded = models.BooleanField(verbose_name=_('Refunded'), default=False)
@@ -199,20 +335,39 @@ class Bill(models.Model):
         return "{} ({}€)".format(self.short_description, self.amount)
 
     def pretty_amount(self):
-        return "{} €".format(self.amount)
+        return "{}€".format(self.amount)
     pretty_amount.admin_order_field = 'amount'
 
+    class Meta:
+        verbose_name = _('Bill')
+        verbose_name_plural = _('Bills')
+
 
 class Transaction(models.Model):
     reference = models.TextField(verbose_name=_('Reference'))
     amount = models.DecimalField(max_digits=6, decimal_places=2)
     member = models.ForeignKey(Member, verbose_name=_('Recipient'),
                                on_delete=models.CASCADE)
+    ledger = models.ForeignKey(Ledger, blank=False, null=True, default=None, verbose_name=_('Ledger'),
+                               on_delete=models.SET_NULL)
 
     statement = models.ForeignKey(Statement, verbose_name=_('Statement'),
                                   on_delete=models.CASCADE)
 
-    confirmed = models.BooleanField(verbose_name=_('Confirmed'), default=False)
+    confirmed = models.BooleanField(verbose_name=_('Paid'), default=False)
+    confirmed_date = models.DateTimeField(verbose_name=_('Paid on'), default=None, null=True)
+    confirmed_by = models.ForeignKey(Member, verbose_name=_('Authorized by'),
+                                     blank=True,
+                                     null=True,
+                                     on_delete=models.SET_NULL,
+                                     related_name='confirmed_transactions')
+
+    def __str__(self):
+        return "T#{}".format(self.pk)
+
+    class Meta:
+        verbose_name = _('Transaction')
+        verbose_name_plural = _('Transactions')
 
 
 class Receipt(models.Model):
@@ -221,3 +376,7 @@ class Receipt(models.Model):
                                on_delete=models.CASCADE)
     amount = models.DecimalField(max_digits=6, decimal_places=2)
     comments = models.TextField()
+
+
+def cvt_to_decimal(f):
+    return Decimal(f).quantize(Decimal('.01'), rounding=ROUND_HALF_DOWN)

jdav_web/finance/templates/admin/confirmed_statement.html

@@ -0,0 +1,72 @@
+{% extends "admin/base_site.html" %}
+{% load i18n admin_urls static %}
+
+{% block extrahead %}
+    {{ block.super }}
+    {{ media }}
+    <script src="{% static 'admin/js/cancel.js' %}" async></script>
+    <script type="text/javascript" src="{% static "admin/js/vendor/jquery/jquery.js" %}"></script>
+    <script type="text/javascript" src="{% static "admin/js/jquery.init.js" %}"></script>
+{% endblock %}
+
+{% block bodyclass %}{{ block.super }} app-{{ opts.app_label }} model-{{ opts.model_name }} admin-view
+{% endblock %}
+
+{% block breadcrumbs %}
+<div class="breadcrumbs">
+<a href="{% url 'admin:index' %}">{% translate 'Home' %}</a>
+&rsaquo; <a href="{% url 'admin:app_list' app_label=opts.app_label %}">{{ opts.app_config.verbose_name }}</a>
+&rsaquo; <a href="{% url opts|admin_urlname:'changelist' %}">{{ opts.verbose_name_plural|capfirst }}</a>
+&rsaquo; <a href="{% url opts|admin_urlname:'change' statement.pk|admin_urlquote %}">{{ statement|truncatewords:"18" }}</a>
+&rsaquo; {% translate 'Paiment' %}
+</div>
+{% endblock %}
+
+{% block content %}
+<h2>{% translate "Paying statement" %}</h2>
+
+<p>
+{% blocktrans %}The statement is valid. Please execute the following transactions and then proceed by
+finalizing the confirmation.
+{% endblocktrans %}
+</p>
+
+<p>
+<table>
+    <th>
+        <td>{% trans "IBAN" %}</td>
+        <td>{% trans "Amount" %}</td>
+        <td>{% trans "Reference" %}</td>
+        <td>{% trans "Ledger" %}</td>
+    </th>
+    {% for transaction in statement.transaction_set.all %}
+    <tr>
+    <td>
+        {{ transaction.member }}
+    </td>
+    <td>
+        {{ transaction.member.iban }}
+    </td>
+    <td>
+        {{ transaction.amount }}€
+    </td>
+    <td>
+        {{ transaction.reference }}
+    </td>
+    <td>
+        {{ transaction.ledger }}
+    </td>
+    </tr>
+    {% endfor %}
+</table>
+</p>
+
+<form action="" method="post">
+    {% csrf_token %}
+    <p>
+    <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' %}">
+</form>
+{% endblock %}

jdav_web/finance/templates/admin/overview_submitted_statement.html

@@ -1,8 +1,6 @@
 {% extends "admin/base_site.html" %}
 {% load i18n admin_urls static %}
 
-{% load finance_extras %}
-
 {% block extrahead %}
     {{ block.super }}
     {{ media }}
@@ -11,7 +9,7 @@
     <script type="text/javascript" src="{% static "admin/js/jquery.init.js" %}"></script>
 {% endblock %}
 
-{% block bodyclass %}{{ block.super }} app-{{ opts.app_label }} model-{{ opts.model_name }} invite-waiter
+{% block bodyclass %}{{ block.super }} app-{{ opts.app_label }} model-{{ opts.model_name }} admin-view
 {% endblock %}
 
 {% block breadcrumbs %}
@@ -28,16 +26,25 @@
 <h2>{% translate "Bills" %}</h2>
 
 <p>
-<ul>
+<table>
+    <th>
+        <td>Amount</td>
+        <td>Covered by association</td>
+    </th>
     {% for bill in statement.bill_set.all %}
-        <li>
-            {{bill.short_description}} {%trans "for" %} {{ bill.amount }}€.
-            {% if not bill.costs_covered %}
-            This bill is not covered by the association.
-            {% endif %}
-        </li>
+        <tr>
+            <td>
+            {{bill.short_description}}
+            </td>
+            <td>
+            {{ bill.amount }}€.
+            </td>
+            <td>
+                {{ bill.costs_covered }}
+            </td>
+        </tr>
     {% endfor %}
-</ul>
+</table>
 </p>
 
 <p>{% blocktrans %}The total amount is {{total_bills}} €.{% endblocktrans %}</p>
@@ -76,12 +83,101 @@ In total this is {{ total_per_yl }}€ times {{ staff_count }}, giving {{ total_
 {% blocktrans %} This results in a total amount of {{ total }} € {% endblocktrans %}
 </p>
 
+<h2>{% trans 'Transactions' %}</h2>
+
+{% if statement.transaction_set.count == 0 %}
+{% blocktrans %}Currently, no transactions are planned. You can auto generate them from the data, by clicking the button at the
+end of the page.{% endblocktrans %}
+<form method="post">
+    {% csrf_token %}
+    <input class="default other" type="submit" name="generate_transactions" value="{% translate 'Generate transactions' %}">
+</form>
+{% else %}
+
+{% blocktrans %}Currently the following transactions are planned.{% endblocktrans %}
+<p>
+<table>
+    <th>
+        <td>Amount</td>
+        <td>Reference</td>
+        <td>Ledger</td>
+    </th>
+    {% for transaction in statement.transaction_set.all %}
+    <tr>
+    <td>
+        {{ transaction.member }}
+    </td>
+    <td>
+        {{ transaction.amount }}€
+    </td>
+    <td>
+        {{ transaction.reference }}
+    </td>
+    <td>
+        {{ transaction.ledger }}
+    </td>
+    </tr>
+    {% endfor %}
+</table>
+{% comment %}
+<ul>
+{% for transaction in statement.transaction_set.all %}
+<li>
+    {{ transaction.member }}
+    {% trans "receives" %}
+    {{ transaction.amount }}€
+    {% trans "for" %}
+    {{ transaction.reference }},
+    {% trans "paid with" %}
+    {{ transaction.ledger }}.
+</li>
+{% endfor %}
+</ul>
+{% endcomment%}
+</p>
+
+{% if transaction_issues|length == 0 %}
+{% blocktrans %}These transactions match the calculated costs.{% endblocktrans %}
+{% else %}
+<p>
+{% blocktrans %}The current transactions do not reflect all costs in this statement. Please fix the following issues:{% endblocktrans %}
+</p>
+<p>
+<table>
+    <th>
+        <td>Currently receiving</td>
+        <td>Actual costs</td>
+        <td>Difference</td>
+    </th>
+    {% for issue in transaction_issues %}
+    <tr>
+        <td>
+        {{ issue.member }}
+        </td>
+        <td>
+        {{ issue.current }}€
+        </td>
+        <td>
+        {{ issue.target }}€
+        </td>
+        <td>
+        {{ issue.difference }}€
+        </td>
+    </tr>
+    {% endfor %}
+</table>
+</p>
+{% endif %}
+
+{% endif %}
+
 <form action="" method="post">
     {% csrf_token %}
     <input type="hidden" name="action" value="submit_statement">
-    <input class="default" type="submit" name="confirm" value="{% translate 'Accept' %}">
-    <input class="default" type="submit" name="reject" value="{% translate 'Reject' %}">
-    <input class="default" type="submit" name="generate_transactions" value="{% translate 'Generate transactions' %}">
-    <a href="#" class="button cancel-link">{% translate "Cancel" %}</a>
+    <input class="default confirm" type="submit" name="confirm" value="{% translate 'Accept' %}">
+    <input class="default danger" type="submit" name="reject" value="{% translate 'Reject' %}">
+
+    {% url opts|admin_urlname:'change' original.pk|admin_urlquote as change_url %}
+    <a class="button cancel-link" href="{% add_preserved_filters change_url %}">{% trans 'Cancel' %}</a>
 </form>
 {% endblock %}

jdav_web/static/jet/css/_admin-view.scss

@@ -0,0 +1,193 @@
+@import "globals";
+
+.admin-view {
+  #content > ul, #content > h1 + p + ul {
+    background: $content-background-color;
+    border-radius: 4px;
+    box-shadow: 0 2px 0 0 $content-border2-color;
+
+    &, ul {
+      list-style-type: none;
+      margin: 0;
+      padding: 0;
+
+      li {
+        list-style: disc;
+        line-height: 1.8;
+      }
+    }
+
+    ul {
+      margin-left: 20px;
+    }
+
+    > li {
+      padding: 8px;
+      border-bottom: 1px solid $content-border-color;
+      font-size: 13px;
+      list-style: none;
+
+      &:last-child {
+        border-bottom: 0;
+      }
+    }
+  }
+
+  #content form {
+    margin-top: 20px;
+
+    input[type="submit"].danger {
+      background-color: $danger-button-background-color;
+      color: $danger-button-text-color;
+      font-size: 12px;
+      font-weight: lighter;
+      padding: 0 20px;
+      text-transform: uppercase;
+      vertical-align: middle;
+      margin-bottom: 5px;
+
+      @include for-mobile {
+        display: block;
+        width: 100%;
+      }
+
+      &:hover, &:focus {
+        background-color: $button-hover-background-color;
+        color: $button-hover-text-color;
+      }
+
+      &:active {
+        background-color: $button-active-background-color;
+        color: $button-active-text-color;
+      }
+    }
+
+    input[type="submit"].confirm {
+      background-color: $primary-button-background-color;
+      color: $primary-button-text-color;
+      font-size: 12px;
+      font-weight: lighter;
+      padding: 0 20px;
+      text-transform: uppercase;
+      vertical-align: middle;
+      margin-bottom: 5px;
+
+      @include for-mobile {
+        display: block;
+        width: 100%;
+      }
+
+      &:hover, &:focus {
+        background-color: $button-hover-background-color;
+        color: $button-hover-text-color;
+      }
+
+      &:active {
+        background-color: $button-active-background-color;
+        color: $button-active-text-color;
+      }
+    }
+
+    input[type="submit"].other {
+      background-color: $button-background-color;
+      color: $button-text-color;
+      font-size: 12px;
+      padding: 0 20px;
+      text-transform: uppercase;
+      vertical-align: middle;
+      margin-bottom: 5px;
+
+      @include for-mobile {
+        display: block;
+        width: 100%;
+      }
+
+      &:hover, &:focus {
+        background-color: $button-hover-background-color;
+        color: $button-hover-text-color;
+      }
+
+      &:active {
+        background-color: $button-active-background-color;
+        color: $button-active-text-color;
+      }
+    }
+
+    .button {
+      vertical-align: middle;
+      margin-left: 10px;
+      margin-bottom: 5px;
+      box-sizing: border-box;
+
+      @include for-mobile {
+        margin-left: 0;
+        display: block;
+        width: 100%;
+      }
+    }
+  }
+}
+
+/*
+@import "globals";
+
+.admin-view {
+  #content > ul, #content > h1 + p + ul {
+    background: $content-background-color;
+    border-radius: 4px;
+    box-shadow: 0 2px 0 0 $content-border2-color;
+
+    &, ul {
+      list-style-type: none;
+      margin: 0;
+      padding: 0;
+
+      li {
+        list-style: disc;
+        line-height: 1.8;
+      }
+    }
+
+    ul {
+      margin-left: 20px;
+    }
+
+    > li {
+      padding: 8px;
+      border-bottom: 1px solid $content-border-color;
+      font-size: 13px;
+      list-style: none;
+
+      &:last-child {
+        border-bottom: 0;
+      }
+    }
+  }
+
+  input[type="submit"] {
+        background-color: $danger-button-background-color;
+        color: $danger-button-text-color;
+        font-size: 12px;
+        font-weight: lighter;
+        padding: 0 20px;
+        text-transform: uppercase;
+        vertical-align: middle;
+        margin-bottom: 5px;
+  
+        @include for-mobile {
+          display: block;
+          width: 100%;
+        }
+  
+        &:hover, &:focus {
+          background-color: $button-hover-background-color;
+          color: $button-hover-text-color;
+        }
+  
+        &:active {
+          background-color: $button-active-background-color;
+          color: $button-active-text-color;
+        }
+  }
+}
+*/

jdav_web/static/jet/css/_base.scss

@@ -171,4 +171,5 @@ body {
 @import "dashboard";
 @import "delete-confirmation";
 @import "invite-waiter";
+@import "admin-view";
 @import "login";

jdav_web/static/jet/css/themes/jdav-green/base.css

@@ -9622,6 +9622,465 @@ ul.actionlist li {
 .fill_width {
   width: 100% !important; }
 
+@keyframes spin {
+  100% {
+    transform: rotate(360deg); } }
+.admin-view #content > ul, .admin-view #content > h1 + p + ul {
+  background: #fff;
+  border-radius: 4px;
+  box-shadow: 0 2px 0 0 #cceae4; }
+  .admin-view #content > ul, .admin-view #content > ul ul, .admin-view #content > h1 + p + ul, .admin-view #content > h1 + p + ul ul {
+    list-style-type: none;
+    margin: 0;
+    padding: 0; }
+    .admin-view #content > ul li, .admin-view #content > ul ul li, .admin-view #content > h1 + p + ul li, .admin-view #content > h1 + p + ul ul li {
+      list-style: disc;
+      line-height: 1.8; }
+  .admin-view #content > ul ul, .admin-view #content > h1 + p + ul ul {
+    margin-left: 20px; }
+  .admin-view #content > ul > li, .admin-view #content > h1 + p + ul > li {
+    padding: 8px;
+    border-bottom: 1px solid #f5f3f4;
+    font-size: 13px;
+    list-style: none; }
+    .admin-view #content > ul > li:last-child, .admin-view #content > h1 + p + ul > li:last-child {
+      border-bottom: 0; }
+.admin-view #content form {
+  margin-top: 20px; }
+  .admin-view #content form input[type="submit"].danger {
+    background-color: #c14747;
+    color: #fff;
+    font-size: 12px;
+    font-weight: lighter;
+    padding: 0 20px;
+    text-transform: uppercase;
+    vertical-align: middle;
+    margin-bottom: 5px; }
+    @media only screen and (max-width: 960px) {
+      .admin-view #content form input[type="submit"].danger {
+        display: block;
+        width: 100%; } }
+    .admin-view #content form input[type="submit"].danger:hover, .admin-view #content form input[type="submit"].danger:focus {
+      background-color: #7fb1dc;
+      color: #fff; }
+    .admin-view #content form input[type="submit"].danger:active {
+      background-color: #4f8580;
+      color: #fff; }
+  .admin-view #content form input[type="submit"].confirm {
+    background-color: #44b78b;
+    color: #fff;
+    font-size: 12px;
+    font-weight: lighter;
+    padding: 0 20px;
+    text-transform: uppercase;
+    vertical-align: middle;
+    margin-bottom: 5px; }
+    @media only screen and (max-width: 960px) {
+      .admin-view #content form input[type="submit"].confirm {
+        display: block;
+        width: 100%; } }
+    .admin-view #content form input[type="submit"].confirm:hover, .admin-view #content form input[type="submit"].confirm:focus {
+      background-color: #7fb1dc;
+      color: #fff; }
+    .admin-view #content form input[type="submit"].confirm:active {
+      background-color: #4f8580;
+      color: #fff; }
+  .admin-view #content form input[type="submit"].other {
+    background-color: #cceae4;
+    color: #4f8580;
+    font-size: 12px;
+    padding: 0 20px;
+    text-transform: uppercase;
+    vertical-align: middle;
+    margin-bottom: 5px; }
+    @media only screen and (max-width: 960px) {
+      .admin-view #content form input[type="submit"].other {
+        display: block;
+        width: 100%; } }
+    .admin-view #content form input[type="submit"].other:hover, .admin-view #content form input[type="submit"].other:focus {
+      background-color: #7fb1dc;
+      color: #fff; }
+    .admin-view #content form input[type="submit"].other:active {
+      background-color: #4f8580;
+      color: #fff; }
+  .admin-view #content form .button {
+    vertical-align: middle;
+    margin-left: 10px;
+    margin-bottom: 5px;
+    box-sizing: border-box; }
+    @media only screen and (max-width: 960px) {
+      .admin-view #content form .button {
+        margin-left: 0;
+        display: block;
+        width: 100%; } }
+
+/*
+@import "globals";
+
+.admin-view {
+  #content > ul, #content > h1 + p + ul {
+    background: $content-background-color;
+    border-radius: 4px;
+    box-shadow: 0 2px 0 0 $content-border2-color;
+
+    &, ul {
+      list-style-type: none;
+      margin: 0;
+      padding: 0;
+
+      li {
+        list-style: disc;
+        line-height: 1.8;
+      }
+    }
+
+    ul {
+      margin-left: 20px;
+    }
+
+    > li {
+      padding: 8px;
+      border-bottom: 1px solid $content-border-color;
+      font-size: 13px;
+      list-style: none;
+
+      &:last-child {
+        border-bottom: 0;
+      }
+    }
+  }
+
+  input[type="submit"] {
+        background-color: $danger-button-background-color;
+        color: $danger-button-text-color;
+        font-size: 12px;
+        font-weight: lighter;
+        padding: 0 20px;
+        text-transform: uppercase;
+        vertical-align: middle;
+        margin-bottom: 5px;
+  
+        @include for-mobile {
+          display: block;
+          width: 100%;
+        }
+  
+        &:hover, &:focus {
+          background-color: $button-hover-background-color;
+          color: $button-hover-text-color;
+        }
+  
+        &:active {
+          background-color: $button-active-background-color;
+          color: $button-active-text-color;
+        }
+  }
+}
+*/
+/*
+ * Default variable values
+ * Create separate themes/theme/_variables.scss to override these variables
+ */
+/*
+ * General
+ */
+/*
+ * Sidebar
+ */
+/*
+ * Top
+ */
+/*
+ * Content
+ */
+/*
+ * Buttons
+ */
+/*
+ * Inputs
+ */
+/*
+ * Messages
+ */
+/*
+ * Login
+ */
+/*
+ * jQuery UI
+ */
+/*
+ * Charts
+ */
+.hidden {
+  display: none; }
+
+.clear-list, .dashboard-item-content ul:not(.inline), .dashboard-item-content ul.inline {
+  margin: 0;
+  padding: 0;
+  list-style: none; }
+
+.fl {
+  float: left; }
+
+.fr {
+  float: right; }
+
+.cf:before, .cf:after {
+  content: "";
+  display: table; }
+
+.cf:after {
+  clear: both; }
+
+.p10 {
+  padding: 10px; }
+
+.p20 {
+  padding: 20px; }
+
+.p30 {
+  padding: 30px; }
+
+.p40 {
+  padding: 40px; }
+
+.p50 {
+  padding: 50px; }
+
+.p60 {
+  padding: 60px; }
+
+.p70 {
+  padding: 70px; }
+
+.p80 {
+  padding: 80px; }
+
+.pt10 {
+  padding-top: 10px; }
+
+.pt20 {
+  padding-top: 20px; }
+
+.pt30 {
+  padding-top: 30px; }
+
+.pt40 {
+  padding-top: 40px; }
+
+.pt50 {
+  padding-top: 50px; }
+
+.pt60 {
+  padding-top: 60px; }
+
+.pt70 {
+  padding-top: 70px; }
+
+.pt80 {
+  padding-top: 80px; }
+
+.pr10 {
+  padding-right: 10px; }
+
+.pr20 {
+  padding-right: 20px; }
+
+.pr30 {
+  padding-right: 30px; }
+
+.pr40 {
+  padding-right: 40px; }
+
+.pr50 {
+  padding-right: 50px; }
+
+.pr60 {
+  padding-right: 60px; }
+
+.pr70 {
+  padding-right: 70px; }
+
+.pr80 {
+  padding-right: 80px; }
+
+.pb10 {
+  padding-bottom: 10px; }
+
+.pb20 {
+  padding-bottom: 20px; }
+
+.pb30 {
+  padding-bottom: 30px; }
+
+.pb40 {
+  padding-bottom: 40px; }
+
+.pb50 {
+  padding-bottom: 50px; }
+
+.pb60 {
+  padding-bottom: 60px; }
+
+.pb70 {
+  padding-bottom: 70px; }
+
+.pb80 {
+  padding-bottom: 80px; }
+
+.pl10 {
+  padding-left: 10px; }
+
+.pl20 {
+  padding-left: 20px; }
+
+.pl30 {
+  padding-left: 30px; }
+
+.pl40 {
+  padding-left: 40px; }
+
+.pl50 {
+  padding-left: 50px; }
+
+.pl60 {
+  padding-left: 60px; }
+
+.pl70 {
+  padding-left: 70px; }
+
+.pl80 {
+  padding-left: 80px; }
+
+.m10 {
+  margin: 10px; }
+
+.m20 {
+  margin: 20px; }
+
+.m30 {
+  margin: 30px; }
+
+.m40 {
+  margin: 40px; }
+
+.m50 {
+  margin: 50px; }
+
+.m60 {
+  margin: 60px; }
+
+.m70 {
+  margin: 70px; }
+
+.m80 {
+  margin: 80px; }
+
+.mt10 {
+  margin-top: 10px; }
+
+.mt20 {
+  margin-top: 20px; }
+
+.mt30 {
+  margin-top: 30px; }
+
+.mt40 {
+  margin-top: 40px; }
+
+.mt50 {
+  margin-top: 50px; }
+
+.mt60 {
+  margin-top: 60px; }
+
+.mt70 {
+  margin-top: 70px; }
+
+.mt80 {
+  margin-top: 80px; }
+
+.mr10 {
+  margin-right: 10px; }
+
+.mr20 {
+  margin-right: 20px; }
+
+.mr30 {
+  margin-right: 30px; }
+
+.mr40 {
+  margin-right: 40px; }
+
+.mr50 {
+  margin-right: 50px; }
+
+.mr60 {
+  margin-right: 60px; }
+
+.mr70 {
+  margin-right: 70px; }
+
+.mr80 {
+  margin-right: 80px; }
+
+.mb10 {
+  margin-bottom: 10px; }
+
+.mb20 {
+  margin-bottom: 20px; }
+
+.mb30 {
+  margin-bottom: 30px; }
+
+.mb40 {
+  margin-bottom: 40px; }
+
+.mb50 {
+  margin-bottom: 50px; }
+
+.mb60 {
+  margin-bottom: 60px; }
+
+.mb70 {
+  margin-bottom: 70px; }
+
+.mb80 {
+  margin-bottom: 80px; }
+
+.ml10 {
+  margin-left: 10px; }
+
+.ml20 {
+  margin-left: 20px; }
+
+.ml30 {
+  margin-left: 30px; }
+
+.ml40 {
+  margin-left: 40px; }
+
+.ml50 {
+  margin-left: 50px; }
+
+.ml60 {
+  margin-left: 60px; }
+
+.ml70 {
+  margin-left: 70px; }
+
+.ml80 {
+  margin-left: 80px; }
+
+.pos_rel {
+  position: relative; }
+
+.pos_abs {
+  position: absolute; }
+
+.fill_width {
+  width: 100% !important; }
+
 @keyframes spin {
   100% {
     transform: rotate(360deg); } }

jdav_web/templates/admin/finance/statementconfirmed/change_form_object_tools.html

@@ -0,0 +1,13 @@
+{% extends "admin/change_form_object_tools.html" %}
+{% load i18n admin_urls %}
+
+{% block object-tools-items %}
+
+<li>
+    {% url opts|admin_urlname:'submit' original.pk|admin_urlquote as invite_url %}
+    <a class="historylink" href="{% add_preserved_filters invite_url %}">{% trans 'Unconfirm' %}</a>
+</li>
+
+{{block.super}}
+
+{% endblock %}

jdav_web/templates/admin/finance/statementsubmitted/change_form_object_tools.html

@@ -3,9 +3,32 @@
 
 {% block object-tools-items %}
 
+<script>
+function requestWithCurrentURL(path) {
+    var xpath = path + "?redirectTo=" + window.location.href;
+    location.href = xpath;
+}
+</script>
+
+{% comment %}
+/de/kompass/finance/statementsubmitted/1/reduce_transactions/?redirectTo=http://localhost:8000/de/kompass/finance/statementsubmitted/1/change/
+
+{% endcomment %}
+
 <li>
     {% url opts|admin_urlname:'reduce_transactions' original.pk|admin_urlquote as invite_url %}
+    <a value="hi" onclick='requestWithCurrentURL("{% add_preserved_filters invite_url %}")'>
+    {% trans 'Reduce transactions' %}
+    </a>
+    {% comment %}
+    <form method="post" action=""
+        onsubmit="";>
+        {% csrf_token %}
+        <input type="submit" name="reduce_transactions" value="{% trans 'Reduce transactions' %}">
+        <input type="hidden" name="path" value="{{request.path}}">
+    </form>
     <a class="historylink" href="{% add_preserved_filters invite_url %}">{% trans 'Reduce transactions' %}</a>
+    {% endcomment %}
 </li>
 <li>
     {% url opts|admin_urlname:'overview' original.pk|admin_urlquote as invite_url %}