[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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| 7 | from django.template import Context, Template |
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| 8 | from django.template.loader import get_template |
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| 9 | |
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[93e2ab9] | 10 | import datetime |
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| 11 | |
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[3e79308] | 12 | APPROVAL_STATE_PENDING = 0 |
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| 13 | APPROVAL_STATE_APPROVED = 1 |
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| 14 | APPROVAL_STATE_REJECTED = -1 |
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[3e29d7a] | 15 | APPROVAL_STATES = ( |
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[3e79308] | 16 | (APPROVAL_STATE_PENDING, 'Pending'), |
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| 17 | (APPROVAL_STATE_APPROVED, 'Approved'), |
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| 18 | (APPROVAL_STATE_REJECTED, 'Rejected'), |
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[3e29d7a] | 19 | ) |
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[f186a0e] | 20 | |
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[13a23ce] | 21 | class ReimbursementRequest(models.Model): |
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[36d2293] | 22 | submitter = models.CharField(max_length=30) # Username of submitter |
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[248b30b] | 23 | check_to_first_name = models.CharField(max_length=50, verbose_name="check recipient's first name") |
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| 24 | check_to_last_name = models.CharField(max_length=50, verbose_name="check recipient's last name") |
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[a96d938] | 25 | check_to_email = models.EmailField(verbose_name="email address for check pickup") |
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| 26 | 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] | 27 | amount = models.DecimalField(max_digits=7, decimal_places=2, help_text='Do not include "$"') |
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[31bd056] | 28 | budget_area = models.ForeignKey(BudgetArea, related_name='as_budget_area') |
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[13a23ce] | 29 | budget_term = models.ForeignKey(BudgetTerm) |
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[31bd056] | 30 | expense_area = models.ForeignKey(BudgetArea, related_name='as_expense_area') # ~GL |
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[82211ea] | 31 | incurred_time = models.DateTimeField(default=datetime.datetime.now, help_text='Time the item or service was purchased') |
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[6a867b3] | 32 | request_time = models.DateTimeField(default=datetime.datetime.now) |
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[6b8d891] | 33 | approval_time = models.DateTimeField(blank=True, null=True,) |
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[3e29d7a] | 34 | approval_status = models.IntegerField(default=0, choices=APPROVAL_STATES) |
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[6b8d891] | 35 | name = models.CharField(max_length=50, verbose_name='short description', ) |
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| 36 | description = models.TextField(blank=True, verbose_name='long description', ) |
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[b1e217a] | 37 | documentation = models.ForeignKey('Documentation', null=True, blank=True, ) |
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[82211ea] | 38 | voucher = models.ForeignKey('Voucher', null=True, ) |
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[680b2bd] | 39 | rfp = models.ForeignKey('RFP', null=True, blank=True, ) |
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[d7e325a] | 40 | |
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[485673a] | 41 | class Meta: |
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| 42 | permissions = ( |
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| 43 | ('can_list', 'Can list requests',), |
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[587bb95] | 44 | ('can_approve', 'Can approve requests',), |
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[e8550be] | 45 | ('can_email', 'Can send mail about requests',), |
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[485673a] | 46 | ) |
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[f52f909] | 47 | ordering = ['id', ] |
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[485673a] | 48 | |
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[d7e325a] | 49 | def __unicode__(self, ): |
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[248b30b] | 50 | return "%s: %s %s (%s) (by %s) for $%s" % ( |
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[3235c66] | 51 | self.name, |
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[248b30b] | 52 | self.check_to_first_name, |
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| 53 | self.check_to_last_name, |
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[d7e325a] | 54 | self.check_to_email, |
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| 55 | self.submitter, |
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| 56 | self.amount, |
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| 57 | ) |
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[31bd056] | 58 | |
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[680b2bd] | 59 | def create_transfers(self, signatory, signatory_email=None): |
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| 60 | finance_core.models.make_transfer( |
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| 61 | self.name, |
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| 62 | self.amount, |
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| 63 | finance_core.models.LAYER_EXPENDITURE, |
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| 64 | self.budget_term, |
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| 65 | self.budget_area, |
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| 66 | self.expense_area, |
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| 67 | self.description, |
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| 68 | self.incurred_time, |
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| 69 | ) |
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| 70 | |
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| 71 | def convert_to_voucher(self, signatory, signatory_email=None): |
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[b1a259c] | 72 | if signatory_email is None: |
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| 73 | signatory_email = settings.SIGNATORY_EMAIL |
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[db191ee] | 74 | voucher = Voucher() |
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[587bb95] | 75 | voucher.group_name = settings.GROUP_NAME |
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[db191ee] | 76 | voucher.account = self.budget_area.get_account_number() |
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| 77 | voucher.signatory = signatory |
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[587bb95] | 78 | voucher.signatory_email = signatory_email |
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[db191ee] | 79 | voucher.first_name = self.check_to_first_name |
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| 80 | voucher.last_name = self.check_to_last_name |
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| 81 | voucher.email_address = self.check_to_email |
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| 82 | voucher.mailing_address = self.check_to_addr |
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| 83 | voucher.amount = self.amount |
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[856aac8] | 84 | voucher.description = self.label() + ': ' + self.name |
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[db191ee] | 85 | voucher.gl = self.expense_area.get_account_number() |
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[a75ed9b] | 86 | voucher.documentation = self.documentation |
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[db191ee] | 87 | voucher.save() |
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[680b2bd] | 88 | self.create_transfers() |
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[587bb95] | 89 | self.approval_status = 1 |
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[bf5333c] | 90 | self.approval_time = datetime.datetime.now() |
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[82211ea] | 91 | self.voucher = voucher |
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[587bb95] | 92 | self.save() |
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[31bd056] | 93 | |
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[680b2bd] | 94 | def convert_to_rfp(self, ): |
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| 95 | rfp = RFP() |
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| 96 | rfp.save() |
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| 97 | self.create_transfers() |
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| 98 | self.approval_status = APPROVAL_STATE_APPROVED |
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| 99 | self.approval_time = datetime.datetime.now() |
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| 100 | self.rfp = rfp |
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| 101 | self.save() |
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| 102 | |
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[b1a259c] | 103 | def approve(self, approver, signatory_name, signatory_email=None, ): |
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| 104 | """Mark a request as approved. |
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| 105 | |
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| 106 | approver: user object of the approving user |
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| 107 | signatory_name: name of signatory |
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| 108 | signatory_email: email address of signatory (provide None for default) |
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| 109 | """ |
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[680b2bd] | 110 | voucher = self.convert_to_voucher(signatory_name, signatory_email,) |
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[b1a259c] | 111 | tmpl = get_template('vouchers/emails/request_approval_admin.txt') |
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| 112 | ctx = Context({ |
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| 113 | 'approver': approver, |
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| 114 | 'request': self, |
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| 115 | }) |
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| 116 | body = tmpl.render(ctx) |
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| 117 | mail_admins( |
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| 118 | 'Request approval: %s approved $%s' % ( |
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| 119 | approver, |
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| 120 | self.amount, |
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| 121 | ), |
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| 122 | body, |
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| 123 | ) |
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| 124 | |
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[680b2bd] | 125 | def approve_with_rfp(self, approver, ): |
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| 126 | |
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| 127 | |
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[856aac8] | 128 | def label(self, ): |
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| 129 | return settings.GROUP_ABBR + unicode(self.pk) + 'RR' |
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| 130 | |
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[31bd056] | 131 | class Voucher(models.Model): |
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[a5fc5c8] | 132 | group_name = models.CharField(max_length=40) |
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[31bd056] | 133 | account = models.IntegerField() |
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| 134 | signatory = models.CharField(max_length=50) |
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[587bb95] | 135 | signatory_email = models.EmailField() |
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[31bd056] | 136 | first_name = models.CharField(max_length=20) |
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| 137 | last_name = models.CharField(max_length=20) |
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| 138 | email_address = models.EmailField(max_length=50) |
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[72a92e0] | 139 | mailing_address = models.TextField(blank=True, ) |
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[31bd056] | 140 | amount = models.DecimalField(max_digits=7, decimal_places=2,) |
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| 141 | description = models.TextField() |
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| 142 | gl = models.IntegerField() |
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[dcaa9c0] | 143 | processed = models.BooleanField() |
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[82211ea] | 144 | process_time = models.DateTimeField(blank=True, null=True,) |
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[72a92e0] | 145 | documentation = models.ForeignKey('Documentation', blank=True, null=True, ) |
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[dcaa9c0] | 146 | |
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| 147 | def mailing_addr_lines(self): |
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| 148 | import re |
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| 149 | if self.mailing_address: |
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| 150 | lst = re.split(re.compile('[\n\r]*'), self.mailing_address) |
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| 151 | lst = filter(lambda elem: len(elem)>0, lst) |
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| 152 | else: |
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| 153 | lst = [] |
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| 154 | lst = lst + ['']*(3-len(lst)) |
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| 155 | return lst |
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[6054f18] | 156 | |
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[82211ea] | 157 | def mark_processed(self, ): |
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| 158 | self.process_time = datetime.datetime.now() |
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| 159 | self.processed = True |
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| 160 | self.save() |
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| 161 | |
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[c020a3b] | 162 | def __unicode__(self, ): |
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| 163 | return "%s: %s %s (%s) for $%s" % ( |
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| 164 | self.description, |
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| 165 | self.first_name, |
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| 166 | self.last_name, |
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| 167 | self.email_address, |
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| 168 | self.amount, |
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| 169 | ) |
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| 170 | |
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[6054f18] | 171 | class Meta: |
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| 172 | permissions = ( |
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| 173 | ('generate_vouchers', 'Can generate vouchers',), |
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| 174 | ) |
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| 175 | |
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[e8550be] | 176 | |
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[dc17b01] | 177 | class Documentation(models.Model): |
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| 178 | backing_file = models.FileField(upload_to='documentation', verbose_name='File', help_text='PDF files only', ) |
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[a75ed9b] | 179 | label = models.CharField(max_length=50, default="") |
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[36d2293] | 180 | submitter = models.CharField(max_length=30, null=True, ) # Username of submitter |
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[dc17b01] | 181 | upload_time = models.DateTimeField(default=datetime.datetime.now) |
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| 182 | |
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[a75ed9b] | 183 | def __unicode__(self, ): |
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| 184 | return "%s; uploaded at %s" % (self.label, self.upload_time, ) |
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| 185 | |
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[dc17b01] | 186 | |
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[e8550be] | 187 | class StockEmail: |
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| 188 | def __init__(self, name, label, recipients, template, subject_template, context, ): |
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| 189 | """ |
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| 190 | Initialize a stock email object. |
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| 191 | |
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| 192 | Each argument is required. |
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| 193 | |
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| 194 | name: Short name. Letters, numbers, and hyphens only. |
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| 195 | label: User-readable label. Briefly describe what the email says |
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| 196 | recipients: Who receives the email. List of "recipient" (check recipient), "area" (area owner), "admins" (site admins) |
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| 197 | template: Django template filename with the actual text |
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| 198 | subject_template: Django template string with the subject |
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| 199 | context: Type of context the email needs. Must be 'request' currently. |
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| 200 | """ |
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| 201 | |
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| 202 | self.name = name |
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| 203 | self.label = label |
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| 204 | self.recipients = recipients |
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| 205 | self.template = template |
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| 206 | self.subject_template = subject_template |
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| 207 | self.context = context |
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| 208 | |
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| 209 | def send_email_request(self, request,): |
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| 210 | """ |
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| 211 | Send an email that requires context "request". |
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| 212 | """ |
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| 213 | |
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| 214 | assert self.context == 'request' |
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| 215 | |
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| 216 | # Generate text |
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| 217 | from django.template import Context, Template |
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| 218 | from django.template.loader import get_template |
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| 219 | ctx = Context({ |
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| 220 | 'prefix': settings.EMAIL_SUBJECT_PREFIX, |
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| 221 | 'request': request, |
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| 222 | 'sender': settings.USER_EMAIL_SIGNATURE, |
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| 223 | }) |
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| 224 | tmpl = get_template(self.template) |
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| 225 | body = tmpl.render(ctx) |
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| 226 | subject_tmpl = Template(self.subject_template) |
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| 227 | subject = subject_tmpl.render(ctx) |
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| 228 | |
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| 229 | # Generate recipients |
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| 230 | recipients = [] |
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| 231 | for rt in self.recipients: |
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| 232 | if rt == 'recipient': |
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| 233 | recipients.append(request.check_to_email) |
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| 234 | elif rt == 'area': |
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| 235 | recipients.append(request.budget_area.owner_address()) |
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| 236 | elif rt == 'admins': |
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| 237 | pass # you don't *actually* have a choice... |
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| 238 | for name, addr in settings.ADMINS: |
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| 239 | recipients.append(addr) |
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| 240 | |
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| 241 | # Send mail! |
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| 242 | from django.core.mail import send_mail |
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| 243 | send_mail( |
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| 244 | subject, |
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| 245 | body, |
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| 246 | settings.SERVER_EMAIL, |
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| 247 | recipients, |
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| 248 | ) |
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| 249 | |
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| 250 | stock_emails = { |
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| 251 | 'nodoc': StockEmail( |
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| 252 | name='nodoc', |
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| 253 | label='No documentation', |
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| 254 | recipients=['recipient', 'area',], |
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| 255 | template='vouchers/emails/no_docs_user.txt', |
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| 256 | subject_template='{{prefix}}Missing documentation for reimbursement', |
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| 257 | context = 'request', |
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| 258 | ), |
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| 259 | 'voucher-sao': StockEmail( |
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| 260 | name='voucher-sao', |
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| 261 | label='Voucher submitted to SAO', |
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| 262 | recipients=['recipient', ], |
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| 263 | template='vouchers/emails/voucher_sao_user.txt', |
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| 264 | subject_template='{{prefix}}Reimbursement sent to SAO for processing', |
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| 265 | context = 'request', |
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| 266 | ), |
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| 267 | } |
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[3e372da] | 268 | |
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| 269 | class BulkRequestAction: |
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| 270 | def __init__(self, name, label, action, perm_predicate=None, ): |
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| 271 | self.name = name |
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| 272 | self.label = label |
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| 273 | self.action = action |
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| 274 | if perm_predicate is None: |
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| 275 | perm_predicate = lambda user: True |
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| 276 | elif perm_predicate == True: |
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| 277 | perm_predicate = lambda user: True |
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| 278 | self.perm_predicate = perm_predicate |
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| 279 | def can(self, user): |
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| 280 | return self.perm_predicate(user) |
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| 281 | def do(self, http_request, rr, ): |
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| 282 | if self.can(http_request.user): |
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| 283 | return self.action(http_request, rr, ) |
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| 284 | else: |
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| 285 | return False, "permission denied" |
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| 286 | def __str__(self): |
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| 287 | return self.label |
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| 288 | @classmethod |
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| 289 | def filter_can_only(cls, actions, user): |
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| 290 | return [ action for action in actions if action.can(user) ] |
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| 291 | def bulk_action_approve(http_request, rr): |
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| 292 | approver = http_request.user |
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| 293 | signatory_name = http_request.user.get_full_name() |
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| 294 | if rr.voucher: |
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| 295 | return False, "already approved" |
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| 296 | else: |
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| 297 | rr.approve(approver, signatory_name) |
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| 298 | return True, "request approved" |
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| 299 | |
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| 300 | def bulk_action_email_factory(stock_email_obj): |
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| 301 | assert stock_email_obj.context == 'request' |
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| 302 | def inner(http_request, rr): |
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| 303 | stock_email_obj.send_email_request(rr) |
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| 304 | return True, "mail sent" |
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| 305 | return inner |
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| 306 | def perm_checker(perm): |
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| 307 | def predicate(user): |
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| 308 | return user.has_perm(perm) |
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| 309 | return predicate |
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| 310 | |
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| 311 | bulk_request_actions = [] |
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| 312 | if settings.SIGNATORY_EMAIL: |
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| 313 | bulk_request_actions.append(BulkRequestAction( |
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| 314 | name='approve', |
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| 315 | label='Approve Requests', |
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| 316 | action=bulk_action_approve, |
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| 317 | perm_predicate=perm_checker('vouchers.can_approve'), |
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| 318 | )) |
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| 319 | for name, stockemail in stock_emails.items(): |
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| 320 | if stockemail.context == 'request': |
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| 321 | bulk_request_actions.append(BulkRequestAction( |
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| 322 | name='email/%s' % name, |
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| 323 | label='Stock Email: %s' % stockemail.label, |
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| 324 | action=bulk_action_email_factory(stockemail), |
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| 325 | perm_predicate=perm_checker('vouchers.can_email'), |
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| 326 | )) |
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