You cannot select more than 25 topics Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
kompass/jdav_web/finance/admin.py

411 lines
19 KiB
Python

from django.contrib import admin, messages
from django.utils.safestring import mark_safe
from django import forms
from django.forms import Textarea, ClearableFileInput
from django.http import HttpResponse, HttpResponseRedirect
from django.db.models import TextField, Q
from django.urls import path, reverse
from functools import update_wrapper
from django.utils.translation import gettext_lazy as _
from django.shortcuts import render
from django.conf import settings
from contrib.admin import CommonAdminInlineMixin, CommonAdminMixin
from utils import get_member, RestrictedFileField
from rules.contrib.admin import ObjectPermissionsModelAdmin
from members.pdf import render_tex_with_attachments
from .models import Ledger, Statement, Receipt, Transaction, Bill, StatementSubmitted, StatementConfirmed,\
StatementUnSubmitted, BillOnStatementProxy
@admin.register(Ledger)
class LedgerAdmin(admin.ModelAdmin):
search_fields = ('name', )
class BillOnStatementInlineForm(forms.ModelForm):
class Meta:
model = BillOnStatementProxy
fields = ['short_description', 'explanation', 'amount', 'paid_by', 'proof']
widgets = {
'proof': ClearableFileInput(attrs={'accept': 'application/pdf,image/jpeg,image/png'}),
'explanation': Textarea(attrs={'rows': 1, 'cols': 40})
}
class BillOnStatementInline(CommonAdminInlineMixin, admin.TabularInline):
model = BillOnStatementProxy
extra = 0
sortable_options = []
form = BillOnStatementInlineForm
@admin.register(StatementUnSubmitted)
class StatementUnSubmittedAdmin(CommonAdminMixin, admin.ModelAdmin):
fields = ['short_description', 'explanation', 'excursion', 'submitted']
list_display = ['__str__', 'excursion', 'created_by']
inlines = [BillOnStatementInline]
def save_model(self, request, obj, form, change):
if not change and hasattr(request.user, 'member'):
obj.created_by = request.user.member
super().save_model(request, obj, form, change)
def get_readonly_fields(self, request, obj=None):
readonly_fields = ['submitted', 'excursion']
if obj is not None and obj.submitted:
return readonly_fields + self.fields
else:
return readonly_fields
def get_urls(self):
urls = super().get_urls()
def wrap(view):
def wrapper(*args, **kwargs):
return self.admin_site.admin_view(view)(*args, **kwargs)
wrapper.model_admin = self
return update_wrapper(wrapper, view)
custom_urls = [
path(
"<path:object_id>/submit/",
wrap(self.submit_view),
name="%s_%s_submit" % (self.opts.app_label, self.opts.model_name),
),
]
return custom_urls + urls
def submit_view(self, request, object_id):
statement = Statement.objects.get(pk=object_id)
if statement.submitted:
messages.error(request,
_("%(name)s is already submitted.") % {'name': str(statement)})
return HttpResponseRedirect(reverse('admin:%s_%s_changelist' % (self.opts.app_label, self.opts.model_name)))
if "apply" in request.POST:
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_changelist' % (self.opts.app_label, self.opts.model_name)))
if statement.excursion:
memberlist = statement.excursion
context = dict(self.admin_site.each_context(request),
title=_('Finance overview'),
opts=self.opts,
memberlist=memberlist,
object=memberlist,
participant_count=memberlist.participant_count,
ljp_contributions=memberlist.payable_ljp_contributions,
total_relative_costs=memberlist.total_relative_costs,
**memberlist.statement.template_context())
return render(request, 'admin/freizeit_finance_overview.html', context=context)
else:
context = dict(self.admin_site.each_context(request),
title=_('Submit statement'),
opts=self.opts,
statement=statement)
return render(request, 'admin/submit_statement.html', context=context)
class TransactionOnSubmittedStatementInline(admin.TabularInline):
model = Transaction
fields = ['amount', 'member', 'reference', 'text_length_warning', 'ledger']
formfield_overrides = {
TextField: {'widget': Textarea(attrs={'rows': 1, 'cols': 40})}
}
readonly_fields = ['text_length_warning']
extra = 0
def text_length_warning(self, obj):
"""Display reference length, warn if exceeds 140 characters."""
len_reference = len(obj.reference)
len_string = f"{len_reference}/140"
if len_reference > 140:
return mark_safe(f'<span style="color: red;">{len_string}</span>')
return len_string
text_length_warning.short_description = _("Length")
class BillOnSubmittedStatementInline(BillOnStatementInline):
model = BillOnStatementProxy
extra = 0
sortable_options = []
fields = ['short_description', 'explanation', 'amount', 'paid_by', 'proof', 'costs_covered']
formfield_overrides = {
TextField: {'widget': Textarea(attrs={'rows': 1, 'cols': 40})}
}
def get_readonly_fields(self, request, obj=None):
return ['short_description', 'explanation', 'amount', 'paid_by', 'proof']
@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):
# Submitted statements should not be added directly, but instead be created
# as unsubmitted statements and then submitted.
return False
def has_change_permission(self, request, obj=None):
return request.user.has_perm('finance.process_statementsubmitted')
def has_delete_permission(self, request, obj=None):
# Submitted statements should not be deleted. Instead they can be rejected
# and then deleted as unsubmitted statements.
return False
def get_readonly_fields(self, request, obj=None):
readonly_fields = ['submitted']
if obj is not None and obj.submitted:
return readonly_fields + self.fields
else:
return readonly_fields
def get_urls(self):
urls = super().get_urls()
def wrap(view):
def wrapper(*args, **kwargs):
return self.admin_site.admin_view(view)(*args, **kwargs)
wrapper.model_admin = self
return update_wrapper(wrapper, view)
custom_urls = [
path(
"<path:object_id>/overview/",
wrap(self.overview_view),
name="%s_%s_overview" % (self.opts.app_label, self.opts.model_name),
),
path(
"<path:object_id>/reduce_transactions/",
wrap(self.reduce_transactions_view),
name="%s_%s_reduce_transactions" % (self.opts.app_label, self.opts.model_name),
),
]
return custom_urls + urls
def overview_view(self, request, 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)})
download_link = reverse('admin:finance_statementconfirmed_summary', args=(statement.pk,))
messages.success(request,
mark_safe(_("You can download a <a href='%(link)s', target='_blank'>receipt</a>.") % {'link': download_link}))
return HttpResponseRedirect(reverse('admin:%s_%s_changelist' % (self.opts.app_label, self.opts.model_name)))
if "confirm" in request.POST:
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,)))
elif res == Statement.INVALID_ALLOWANCE_TO:
messages.error(request,
_("The configured recipients for the allowance don't match the regulations. Please correct this on the excursion."))
return HttpResponseRedirect(reverse('admin:%s_%s_overview' % (self.opts.app_label, self.opts.model_name), args=(statement.pk,)))
elif res == Statement.INVALID_TOTAL:
messages.error(request,
_("The calculated total amount does not match the sum of all transactions. This is most likely a bug."))
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()
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:
messages.error(request,
_("%(name)s already has transactions. Please delete them first, if you want to generate new ones") % {'name': str(statement)})
else:
success = statement.generate_transactions()
if success:
messages.success(request,
_("Successfully generated transactions for %(name)s") % {'name': str(statement)})
else:
messages.error(request,
_("Error while generating transactions for %(name)s. Do all bills have a payer and, if this statement is attached to an excursion, was a person selected that receives the subsidies?") % {'name': str(statement)})
return HttpResponseRedirect(reverse('admin:%s_%s_change' % (self.opts.app_label, self.opts.model_name), args=(statement.pk,)))
context = dict(self.admin_site.each_context(request),
title=_('View submitted statement'),
opts=self.opts,
statement=statement,
settings=settings,
transaction_issues=statement.transaction_issues,
**statement.template_context())
return render(request, 'admin/overview_submitted_statement.html', context=context)
def reduce_transactions_view(self, request, 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(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
list_display = ['__str__', 'total_pretty', 'confirmed_date', 'confirmed_by']
ordering = ('-confirmed_date',)
inlines = [BillOnSubmittedStatementInline, TransactionOnSubmittedStatementInline]
def has_add_permission(self, request, obj=None):
# To preserve integrity, no one is allowed to add confirmed statements
return False
def has_change_permission(self, request, obj=None):
# To preserve integrity, no one is allowed to change confirmed statements
return False
def has_delete_permission(self, request, obj=None):
# To preserve integrity, no one is allowed to delete confirmed statements
return False
def get_urls(self):
urls = super().get_urls()
def wrap(view):
def wrapper(*args, **kwargs):
return self.admin_site.admin_view(view)(*args, **kwargs)
wrapper.model_admin = self
return update_wrapper(wrapper, view)
custom_urls = [
path(
"<path:object_id>/unconfirm/",
wrap(self.unconfirm_view),
name="%s_%s_unconfirm" % (self.opts.app_label, self.opts.model_name),
),
path(
"<path:object_id>/summary/",
wrap(self.statement_summary_view),
name="%s_%s_summary" % (self.opts.app_label, self.opts.model_name),
),
]
return custom_urls + urls
def unconfirm_view(self, request, object_id):
statement = StatementConfirmed.objects.get(pk=object_id)
if not statement.confirmed:
messages.error(request,
_("%(name)s is not yet confirmed.") % {'name': str(statement)})
return HttpResponseRedirect(reverse('admin:%s_%s_change' % (self.opts.app_label, self.opts.model_name), args=(statement.pk,)))
if "unconfirm" in request.POST:
statement.confirmed = False
statement.confirmed_date = None
statement.confired_by = None
statement.save()
messages.success(request,
_("Successfully unconfirmed %(name)s. I hope you know what you are doing.")
% {'name': str(statement)})
return HttpResponseRedirect(reverse('admin:%s_%s_changelist' % (self.opts.app_label, self.opts.model_name)))
context = dict(self.admin_site.each_context(request),
title=_('Unconfirm statement'),
opts=self.opts,
statement=statement)
return render(request, 'admin/unconfirm_statement.html', context=context)
def statement_summary_view(self, request, object_id):
try:
statement = StatementConfirmed.objects.get(pk=object_id)
except StatementConfirmed.DoesNotExist:
messages.error(request, _('Statement not found.'))
return HttpResponseRedirect(reverse('admin:%s_%s_changelist' % (self.opts.app_label, self.opts.model_name)))
if not statement.confirmed:
messages.error(request,
_("%(name)s is not yet confirmed.") % {'name': str(statement)})
return HttpResponseRedirect(reverse('admin:%s_%s_change' % (self.opts.app_label, self.opts.model_name), args=(statement.pk,)))
excursion = statement.excursion
context = dict(statement=statement.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 statement.bills_covered]
return render_tex_with_attachments(pdf_filename, 'finance/statement_summary.tex', context, attachments)
statement_summary_view.short_description = _('Download summary')
@admin.register(Transaction)
class TransactionAdmin(admin.ModelAdmin):
"""The transaction admin site. This is only used to display transactions. All editing
is disabled on this site. All transactions should be changed on the respective statement
at the correct stage of the approval chain."""
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']
def get_readonly_fields(self, request, obj=None):
if obj is not None and obj.confirmed:
return self.fields
return super(TransactionAdmin, self).get_readonly_fields(request, obj)
def has_add_permission(self, request, obj=None):
# To preserve integrity, no one is allowed to add transactions
return False
def has_change_permission(self, request, obj=None):
# To preserve integrity, no one is allowed to change transactions
return False
def has_delete_permission(self, request, obj=None):
# To preserve integrity, no one is allowed to delete transactions
return False
@admin.register(Bill)
class BillAdmin(admin.ModelAdmin):
list_display = ['__str__', 'statement', 'explanation', 'pretty_amount', 'paid_by', 'refunded']
list_filter = ('statement', 'paid_by', 'refunded')
search_fields = ('reference', 'statement')