[719e4bb] | 1 | from django.db import models |
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[13a23ce] | 2 | import settings |
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[193cceb] | 3 | import finance_core |
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[f468e6d] | 4 | from finance_core.models import BudgetArea, BudgetTerm |
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[f186a0e] | 5 | |
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[b1a259c] | 6 | from django.core.mail import send_mail, mail_admins |
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[42b287c] | 7 | from django.core.urlresolvers import reverse |
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[b1a259c] | 8 | from django.template import Context, Template |
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| 9 | from django.template.loader import get_template |
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| 10 | |
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[93e2ab9] | 11 | import datetime |
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[2b31097] | 12 | import re |
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[93e2ab9] | 13 | |
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[3e79308] | 14 | APPROVAL_STATE_PENDING = 0 |
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| 15 | APPROVAL_STATE_APPROVED = 1 |
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| 16 | APPROVAL_STATE_REJECTED = -1 |
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[3e29d7a] | 17 | APPROVAL_STATES = ( |
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[3e79308] | 18 | (APPROVAL_STATE_PENDING, 'Pending'), |
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| 19 | (APPROVAL_STATE_APPROVED, 'Approved'), |
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| 20 | (APPROVAL_STATE_REJECTED, 'Rejected'), |
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[3e29d7a] | 21 | ) |
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[f186a0e] | 22 | |
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[2b31097] | 23 | recipient_type_choices = ( |
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| 24 | ('mit', 'MIT student, faculty, or staff', ), |
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| 25 | ('other', 'Other, including alumnus or affiliate', ), |
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| 26 | ) |
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[13a23ce] | 27 | class ReimbursementRequest(models.Model): |
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[36d2293] | 28 | submitter = models.CharField(max_length=30) # Username of submitter |
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[2b31097] | 29 | recipient_type = models.CharField(choices=recipient_type_choices, max_length=10, default='other') |
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[248b30b] | 30 | check_to_first_name = models.CharField(max_length=50, verbose_name="check recipient's first name") |
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| 31 | check_to_last_name = models.CharField(max_length=50, verbose_name="check recipient's last name") |
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[a96d938] | 32 | check_to_email = models.EmailField(verbose_name="email address for check pickup") |
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| 33 | check_to_addr = models.TextField(blank=True, verbose_name="address for check mailing", help_text="For most requests, this should be blank for pickup in SAO (W20-549)") |
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[6b8d891] | 34 | amount = models.DecimalField(max_digits=7, decimal_places=2, help_text='Do not include "$"') |
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[31bd056] | 35 | budget_area = models.ForeignKey(BudgetArea, related_name='as_budget_area') |
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[13a23ce] | 36 | budget_term = models.ForeignKey(BudgetTerm) |
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[31bd056] | 37 | expense_area = models.ForeignKey(BudgetArea, related_name='as_expense_area') # ~GL |
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[82211ea] | 38 | incurred_time = models.DateTimeField(default=datetime.datetime.now, help_text='Time the item or service was purchased') |
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[6a867b3] | 39 | request_time = models.DateTimeField(default=datetime.datetime.now) |
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[6b8d891] | 40 | approval_time = models.DateTimeField(blank=True, null=True,) |
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[3e29d7a] | 41 | approval_status = models.IntegerField(default=0, choices=APPROVAL_STATES) |
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[6b8d891] | 42 | name = models.CharField(max_length=50, verbose_name='short description', ) |
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| 43 | description = models.TextField(blank=True, verbose_name='long description', ) |
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[b1e217a] | 44 | documentation = models.ForeignKey('Documentation', null=True, blank=True, ) |
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[82211ea] | 45 | voucher = models.ForeignKey('Voucher', null=True, ) |
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[680b2bd] | 46 | rfp = models.ForeignKey('RFP', null=True, blank=True, ) |
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[d7e325a] | 47 | |
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[485673a] | 48 | class Meta: |
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| 49 | permissions = ( |
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| 50 | ('can_list', 'Can list requests',), |
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[587bb95] | 51 | ('can_approve', 'Can approve requests',), |
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[e8550be] | 52 | ('can_email', 'Can send mail about requests',), |
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[485673a] | 53 | ) |
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[f52f909] | 54 | ordering = ['id', ] |
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[485673a] | 55 | |
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[d7e325a] | 56 | def __unicode__(self, ): |
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[248b30b] | 57 | return "%s: %s %s (%s) (by %s) for $%s" % ( |
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[3235c66] | 58 | self.name, |
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[248b30b] | 59 | self.check_to_first_name, |
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| 60 | self.check_to_last_name, |
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[d7e325a] | 61 | self.check_to_email, |
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| 62 | self.submitter, |
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| 63 | self.amount, |
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| 64 | ) |
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[31bd056] | 65 | |
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[d50ec5b] | 66 | def create_transfers(self, ): |
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[680b2bd] | 67 | finance_core.models.make_transfer( |
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| 68 | self.name, |
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| 69 | self.amount, |
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| 70 | finance_core.models.LAYER_EXPENDITURE, |
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| 71 | self.budget_term, |
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| 72 | self.budget_area, |
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| 73 | self.expense_area, |
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| 74 | self.description, |
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| 75 | self.incurred_time, |
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| 76 | ) |
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| 77 | |
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| 78 | def convert_to_voucher(self, signatory, signatory_email=None): |
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[b1a259c] | 79 | if signatory_email is None: |
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| 80 | signatory_email = settings.SIGNATORY_EMAIL |
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[db191ee] | 81 | voucher = Voucher() |
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[587bb95] | 82 | voucher.group_name = settings.GROUP_NAME |
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[db191ee] | 83 | voucher.account = self.budget_area.get_account_number() |
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| 84 | voucher.signatory = signatory |
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[587bb95] | 85 | voucher.signatory_email = signatory_email |
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[db191ee] | 86 | voucher.first_name = self.check_to_first_name |
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| 87 | voucher.last_name = self.check_to_last_name |
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| 88 | voucher.email_address = self.check_to_email |
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| 89 | voucher.mailing_address = self.check_to_addr |
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| 90 | voucher.amount = self.amount |
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[856aac8] | 91 | voucher.description = self.label() + ': ' + self.name |
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[db191ee] | 92 | voucher.gl = self.expense_area.get_account_number() |
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[a75ed9b] | 93 | voucher.documentation = self.documentation |
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[db191ee] | 94 | voucher.save() |
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[680b2bd] | 95 | self.create_transfers() |
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[587bb95] | 96 | self.approval_status = 1 |
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[bf5333c] | 97 | self.approval_time = datetime.datetime.now() |
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[82211ea] | 98 | self.voucher = voucher |
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[587bb95] | 99 | self.save() |
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[31bd056] | 100 | |
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[680b2bd] | 101 | def convert_to_rfp(self, ): |
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| 102 | rfp = RFP() |
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[7ee21d8] | 103 | max_name_len = RFP._meta.get_field_by_name('name')[0].max_length |
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| 104 | rfp.name = ("%s: %s" % (self.label(), self.name))[:max_name_len] |
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| 105 | rfp.payee_type = self.recipient_type |
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| 106 | rfp.payee_name = "%s %s" % (self.check_to_first_name, self.check_to_last_name) |
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| 107 | rfp.fill_addr(self.check_to_addr) |
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| 108 | rfp.item_date = self.incurred_time.date() |
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| 109 | rfp.item_gl = self.expense_area.get_account_number() |
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| 110 | rfp.item_co = self.budget_area.get_account_number() |
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| 111 | rfp.item_amount = self.amount |
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| 112 | rfp.item_desc = self.description |
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[feed77c] | 113 | rfp.documentation = self.documentation |
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[680b2bd] | 114 | rfp.save() |
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| 115 | self.create_transfers() |
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| 116 | self.approval_status = APPROVAL_STATE_APPROVED |
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| 117 | self.approval_time = datetime.datetime.now() |
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| 118 | self.rfp = rfp |
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| 119 | self.save() |
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| 120 | |
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[80d8926] | 121 | def send_approval_email(self, approver, approval_type): |
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[b1a259c] | 122 | tmpl = get_template('vouchers/emails/request_approval_admin.txt') |
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| 123 | ctx = Context({ |
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| 124 | 'approver': approver, |
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| 125 | 'request': self, |
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[80d8926] | 126 | 'approval_type': approval_type, |
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[b1a259c] | 127 | }) |
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| 128 | body = tmpl.render(ctx) |
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| 129 | mail_admins( |
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[80d8926] | 130 | 'Request approval: %s approved $%s [%s]' % ( |
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[b1a259c] | 131 | approver, |
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| 132 | self.amount, |
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[80d8926] | 133 | approval_type, |
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[b1a259c] | 134 | ), |
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| 135 | body, |
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| 136 | ) |
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| 137 | |
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[922e0e5] | 138 | def approve_as_voucher(self, approver, signatory_name, signatory_email=None, ): |
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[80d8926] | 139 | """Mark a request as approved. |
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| 140 | |
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| 141 | approver: user object of the approving user |
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| 142 | signatory_name: name of signatory |
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| 143 | signatory_email: email address of signatory (provide None for default) |
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| 144 | """ |
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| 145 | self.convert_to_voucher(signatory_name, signatory_email,) |
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| 146 | self.send_approval_email(approver, 'voucher') |
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| 147 | |
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[d50ec5b] | 148 | def approve_as_rfp(self, approver, ): |
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| 149 | self.convert_to_rfp() |
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[80d8926] | 150 | self.send_approval_email(approver, 'RFP') |
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[42b287c] | 151 | |
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| 152 | def review_link(self, ): |
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| 153 | path = settings.SITE_URL_BASE + reverse('review_request', kwargs=dict(object_id=self.id,)) |
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| 154 | return path |
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[680b2bd] | 155 | |
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[856aac8] | 156 | def label(self, ): |
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| 157 | return settings.GROUP_ABBR + unicode(self.pk) + 'RR' |
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| 158 | |
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[31bd056] | 159 | class Voucher(models.Model): |
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[a5fc5c8] | 160 | group_name = models.CharField(max_length=40) |
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[31bd056] | 161 | account = models.IntegerField() |
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| 162 | signatory = models.CharField(max_length=50) |
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[587bb95] | 163 | signatory_email = models.EmailField() |
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[31bd056] | 164 | first_name = models.CharField(max_length=20) |
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| 165 | last_name = models.CharField(max_length=20) |
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| 166 | email_address = models.EmailField(max_length=50) |
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[72a92e0] | 167 | mailing_address = models.TextField(blank=True, ) |
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[31bd056] | 168 | amount = models.DecimalField(max_digits=7, decimal_places=2,) |
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| 169 | description = models.TextField() |
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| 170 | gl = models.IntegerField() |
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[b61cf1a] | 171 | processed = models.BooleanField(default=False) |
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[82211ea] | 172 | process_time = models.DateTimeField(blank=True, null=True,) |
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[feed77c] | 173 | documentation = models.ForeignKey('Documentation', null=True, ) |
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[dcaa9c0] | 174 | |
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| 175 | def mailing_addr_lines(self): |
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| 176 | import re |
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| 177 | if self.mailing_address: |
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| 178 | lst = re.split(re.compile('[\n\r]*'), self.mailing_address) |
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| 179 | lst = filter(lambda elem: len(elem)>0, lst) |
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| 180 | else: |
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| 181 | lst = [] |
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| 182 | lst = lst + ['']*(3-len(lst)) |
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| 183 | return lst |
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[6054f18] | 184 | |
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[82211ea] | 185 | def mark_processed(self, ): |
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| 186 | self.process_time = datetime.datetime.now() |
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| 187 | self.processed = True |
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| 188 | self.save() |
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| 189 | |
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[c020a3b] | 190 | def __unicode__(self, ): |
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| 191 | return "%s: %s %s (%s) for $%s" % ( |
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| 192 | self.description, |
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| 193 | self.first_name, |
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| 194 | self.last_name, |
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| 195 | self.email_address, |
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| 196 | self.amount, |
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| 197 | ) |
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| 198 | |
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[6054f18] | 199 | class Meta: |
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| 200 | permissions = ( |
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| 201 | ('generate_vouchers', 'Can generate vouchers',), |
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| 202 | ) |
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| 203 | |
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[d50ec5b] | 204 | class RFP(models.Model): |
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[7ee21d8] | 205 | # Class constants |
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| 206 | addr_regex = re.compile(r'^(?P<street>.+)\n(?P<city>.+), (?P<state>\w\w) (?P<zip>\d{5}(-\d{4})?)$') |
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[2b31097] | 207 | addr_error = 'Address must two lines: a street address, followed by "<city>, <two letter state abbreviation> <zip>". For non-US addresses, please contact a Treasurer for help.' |
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| 208 | |
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[7ee21d8] | 209 | # Fields |
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[d50ec5b] | 210 | create_time = models.DateTimeField(default=datetime.datetime.now) |
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[7ee21d8] | 211 | rfp_submit_time = models.DateTimeField(default=None, null=True, blank=True) |
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| 212 | rfp_number = models.IntegerField(default=None, null=True, blank=True) |
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| 213 | |
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| 214 | name = models.CharField(max_length=25, verbose_name='short description', ) |
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| 215 | payee_type = models.CharField(choices=recipient_type_choices, max_length=10, default='other') |
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| 216 | payee_name = models.CharField(max_length=35, ) |
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| 217 | addr_street = models.CharField(max_length=35, verbose_name='street address', blank=True, ) |
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| 218 | addr_city = models.CharField(max_length=35, verbose_name='city', blank=True, ) |
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| 219 | addr_state = models.CharField(max_length=10, verbose_name='state', blank=True, ) |
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| 220 | addr_zip = models.CharField(max_length=10, verbose_name='zipcode', blank=True, ) |
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| 221 | item_date = models.DateField() |
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| 222 | item_gl = models.CharField(max_length=10, verbose_name="item's G/L account") |
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| 223 | item_co = models.CharField(max_length=12, verbose_name="item's cost object") |
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| 224 | item_amount = models.DecimalField(max_digits=7, decimal_places=2) |
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| 225 | item_desc = models.TextField() |
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| 226 | documentation = models.ForeignKey('Documentation', blank=True, null=True, ) |
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| 227 | |
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| 228 | def fill_addr(self, address): |
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[feed77c] | 229 | if address == '': |
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| 230 | return |
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[7ee21d8] | 231 | match = self.addr_regex.match(address) |
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| 232 | assert match != None |
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| 233 | self.addr_street = match.group("street") |
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| 234 | self.addr_city = match.group("city") |
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| 235 | self.addr_state = match.group("state") |
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| 236 | self.addr_zip = match.group("zip") |
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[d50ec5b] | 237 | |
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| 238 | def __unicode__(self, ): |
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| 239 | return "RFP: %s" % (self.create_time.strftime(settings.SHORT_DATETIME_FORMAT_F), ) |
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[e8550be] | 240 | |
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[7ee21d8] | 241 | class Meta: |
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| 242 | verbose_name = "RFP" |
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| 243 | |
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[dc17b01] | 244 | class Documentation(models.Model): |
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| 245 | backing_file = models.FileField(upload_to='documentation', verbose_name='File', help_text='PDF files only', ) |
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[a75ed9b] | 246 | label = models.CharField(max_length=50, default="") |
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[36d2293] | 247 | submitter = models.CharField(max_length=30, null=True, ) # Username of submitter |
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[dc17b01] | 248 | upload_time = models.DateTimeField(default=datetime.datetime.now) |
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| 249 | |
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[a75ed9b] | 250 | def __unicode__(self, ): |
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| 251 | return "%s; uploaded at %s" % (self.label, self.upload_time, ) |
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| 252 | |
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[dc17b01] | 253 | |
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[e8550be] | 254 | class StockEmail: |
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| 255 | def __init__(self, name, label, recipients, template, subject_template, context, ): |
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| 256 | """ |
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| 257 | Initialize a stock email object. |
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| 258 | |
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| 259 | Each argument is required. |
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| 260 | |
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| 261 | name: Short name. Letters, numbers, and hyphens only. |
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| 262 | label: User-readable label. Briefly describe what the email says |
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| 263 | recipients: Who receives the email. List of "recipient" (check recipient), "area" (area owner), "admins" (site admins) |
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| 264 | template: Django template filename with the actual text |
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| 265 | subject_template: Django template string with the subject |
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| 266 | context: Type of context the email needs. Must be 'request' currently. |
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| 267 | """ |
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| 268 | |
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| 269 | self.name = name |
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| 270 | self.label = label |
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| 271 | self.recipients = recipients |
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| 272 | self.template = template |
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| 273 | self.subject_template = subject_template |
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| 274 | self.context = context |
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| 275 | |
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| 276 | def send_email_request(self, request,): |
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| 277 | """ |
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| 278 | Send an email that requires context "request". |
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| 279 | """ |
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| 280 | |
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| 281 | assert self.context == 'request' |
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| 282 | |
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| 283 | # Generate text |
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| 284 | from django.template import Context, Template |
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| 285 | from django.template.loader import get_template |
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| 286 | ctx = Context({ |
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| 287 | 'prefix': settings.EMAIL_SUBJECT_PREFIX, |
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| 288 | 'request': request, |
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| 289 | 'sender': settings.USER_EMAIL_SIGNATURE, |
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| 290 | }) |
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| 291 | tmpl = get_template(self.template) |
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| 292 | body = tmpl.render(ctx) |
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| 293 | subject_tmpl = Template(self.subject_template) |
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| 294 | subject = subject_tmpl.render(ctx) |
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| 295 | |
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| 296 | # Generate recipients |
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| 297 | recipients = [] |
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| 298 | for rt in self.recipients: |
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| 299 | if rt == 'recipient': |
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| 300 | recipients.append(request.check_to_email) |
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| 301 | elif rt == 'area': |
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| 302 | recipients.append(request.budget_area.owner_address()) |
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| 303 | elif rt == 'admins': |
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| 304 | pass # you don't *actually* have a choice... |
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| 305 | for name, addr in settings.ADMINS: |
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| 306 | recipients.append(addr) |
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| 307 | |
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| 308 | # Send mail! |
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| 309 | from django.core.mail import send_mail |
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| 310 | send_mail( |
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| 311 | subject, |
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| 312 | body, |
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| 313 | settings.SERVER_EMAIL, |
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| 314 | recipients, |
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| 315 | ) |
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| 316 | |
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| 317 | stock_emails = { |
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| 318 | 'nodoc': StockEmail( |
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| 319 | name='nodoc', |
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| 320 | label='No documentation', |
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| 321 | recipients=['recipient', 'area',], |
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| 322 | template='vouchers/emails/no_docs_user.txt', |
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| 323 | subject_template='{{prefix}}Missing documentation for reimbursement', |
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| 324 | context = 'request', |
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| 325 | ), |
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| 326 | 'voucher-sao': StockEmail( |
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| 327 | name='voucher-sao', |
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| 328 | label='Voucher submitted to SAO', |
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| 329 | recipients=['recipient', ], |
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| 330 | template='vouchers/emails/voucher_sao_user.txt', |
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| 331 | subject_template='{{prefix}}Reimbursement sent to SAO for processing', |
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| 332 | context = 'request', |
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| 333 | ), |
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| 334 | } |
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[3e372da] | 335 | |
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| 336 | class BulkRequestAction: |
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| 337 | def __init__(self, name, label, action, perm_predicate=None, ): |
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| 338 | self.name = name |
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| 339 | self.label = label |
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| 340 | self.action = action |
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| 341 | if perm_predicate is None: |
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| 342 | perm_predicate = lambda user: True |
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| 343 | elif perm_predicate == True: |
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| 344 | perm_predicate = lambda user: True |
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| 345 | self.perm_predicate = perm_predicate |
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| 346 | def can(self, user): |
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| 347 | return self.perm_predicate(user) |
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| 348 | def do(self, http_request, rr, ): |
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| 349 | if self.can(http_request.user): |
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| 350 | return self.action(http_request, rr, ) |
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| 351 | else: |
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| 352 | return False, "permission denied" |
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| 353 | def __str__(self): |
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| 354 | return self.label |
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| 355 | @classmethod |
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| 356 | def filter_can_only(cls, actions, user): |
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| 357 | return [ action for action in actions if action.can(user) ] |
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[d50ec5b] | 358 | |
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[922e0e5] | 359 | def bulk_action_approve_as_voucher(http_request, rr): |
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[3e372da] | 360 | approver = http_request.user |
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| 361 | signatory_name = http_request.user.get_full_name() |
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| 362 | if rr.voucher: |
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| 363 | return False, "already approved" |
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| 364 | else: |
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[922e0e5] | 365 | rr.approve_as_voucher(approver, signatory_name) |
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[3e372da] | 366 | return True, "request approved" |
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| 367 | |
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[d50ec5b] | 368 | def bulk_action_approve_as_rfp(http_request, rr): |
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| 369 | approver = http_request.user |
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| 370 | if rr.rfp: |
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| 371 | return False, "already marked as RFPized" |
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| 372 | else: |
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| 373 | rr.approve_as_rfp(approver, ) |
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| 374 | return True, "request marked as RFPized" |
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| 375 | |
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[3e372da] | 376 | def bulk_action_email_factory(stock_email_obj): |
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| 377 | assert stock_email_obj.context == 'request' |
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| 378 | def inner(http_request, rr): |
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| 379 | stock_email_obj.send_email_request(rr) |
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| 380 | return True, "mail sent" |
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| 381 | return inner |
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| 382 | def perm_checker(perm): |
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| 383 | def predicate(user): |
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| 384 | return user.has_perm(perm) |
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| 385 | return predicate |
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| 386 | |
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| 387 | bulk_request_actions = [] |
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| 388 | if settings.SIGNATORY_EMAIL: |
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| 389 | bulk_request_actions.append(BulkRequestAction( |
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[922e0e5] | 390 | name='approve_as_voucher', |
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| 391 | label='Approve requests (for vouchers)', |
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| 392 | action=bulk_action_approve_as_voucher, |
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[3e372da] | 393 | perm_predicate=perm_checker('vouchers.can_approve'), |
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| 394 | )) |
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[d50ec5b] | 395 | bulk_request_actions.append(BulkRequestAction( |
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| 396 | name='approve_as_rfp', |
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[922e0e5] | 397 | label='Approve requests (for RFPizing)', |
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[d50ec5b] | 398 | action=bulk_action_approve_as_rfp, |
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| 399 | perm_predicate=perm_checker('vouchers.can_approve'), |
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| 400 | )) |
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[3e372da] | 401 | for name, stockemail in stock_emails.items(): |
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| 402 | if stockemail.context == 'request': |
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| 403 | bulk_request_actions.append(BulkRequestAction( |
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| 404 | name='email/%s' % name, |
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| 405 | label='Stock Email: %s' % stockemail.label, |
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| 406 | action=bulk_action_email_factory(stockemail), |
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| 407 | perm_predicate=perm_checker('vouchers.can_email'), |
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| 408 | )) |
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