[719e4bb] | 1 | from django.db import models |
---|
[13a23ce] | 2 | import settings |
---|
[193cceb] | 3 | import finance_core |
---|
[f468e6d] | 4 | from finance_core.models import BudgetArea, BudgetTerm |
---|
[f186a0e] | 5 | |
---|
[b1a259c] | 6 | from django.core.mail import send_mail, mail_admins |
---|
| 7 | from django.template import Context, Template |
---|
| 8 | from django.template.loader import get_template |
---|
| 9 | |
---|
[93e2ab9] | 10 | import datetime |
---|
| 11 | |
---|
[3e79308] | 12 | APPROVAL_STATE_PENDING = 0 |
---|
| 13 | APPROVAL_STATE_APPROVED = 1 |
---|
| 14 | APPROVAL_STATE_REJECTED = -1 |
---|
[3e29d7a] | 15 | APPROVAL_STATES = ( |
---|
[3e79308] | 16 | (APPROVAL_STATE_PENDING, 'Pending'), |
---|
| 17 | (APPROVAL_STATE_APPROVED, 'Approved'), |
---|
| 18 | (APPROVAL_STATE_REJECTED, 'Rejected'), |
---|
[3e29d7a] | 19 | ) |
---|
[f186a0e] | 20 | |
---|
[13a23ce] | 21 | class ReimbursementRequest(models.Model): |
---|
[36d2293] | 22 | submitter = models.CharField(max_length=30) # Username of submitter |
---|
[248b30b] | 23 | check_to_first_name = models.CharField(max_length=50, verbose_name="check recipient's first name") |
---|
| 24 | check_to_last_name = models.CharField(max_length=50, verbose_name="check recipient's last name") |
---|
[a96d938] | 25 | check_to_email = models.EmailField(verbose_name="email address for check pickup") |
---|
| 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)") |
---|
[6b8d891] | 27 | amount = models.DecimalField(max_digits=7, decimal_places=2, help_text='Do not include "$"') |
---|
[31bd056] | 28 | budget_area = models.ForeignKey(BudgetArea, related_name='as_budget_area') |
---|
[13a23ce] | 29 | budget_term = models.ForeignKey(BudgetTerm) |
---|
[31bd056] | 30 | expense_area = models.ForeignKey(BudgetArea, related_name='as_expense_area') # ~GL |
---|
[82211ea] | 31 | incurred_time = models.DateTimeField(default=datetime.datetime.now, help_text='Time the item or service was purchased') |
---|
[6a867b3] | 32 | request_time = models.DateTimeField(default=datetime.datetime.now) |
---|
[6b8d891] | 33 | approval_time = models.DateTimeField(blank=True, null=True,) |
---|
[3e29d7a] | 34 | approval_status = models.IntegerField(default=0, choices=APPROVAL_STATES) |
---|
[6b8d891] | 35 | name = models.CharField(max_length=50, verbose_name='short description', ) |
---|
| 36 | description = models.TextField(blank=True, verbose_name='long description', ) |
---|
[b1e217a] | 37 | documentation = models.ForeignKey('Documentation', null=True, blank=True, ) |
---|
[82211ea] | 38 | voucher = models.ForeignKey('Voucher', null=True, ) |
---|
[d7e325a] | 39 | |
---|
[485673a] | 40 | class Meta: |
---|
| 41 | permissions = ( |
---|
| 42 | ('can_list', 'Can list requests',), |
---|
[587bb95] | 43 | ('can_approve', 'Can approve requests',), |
---|
[e8550be] | 44 | ('can_email', 'Can send mail about requests',), |
---|
[485673a] | 45 | ) |
---|
[f52f909] | 46 | ordering = ['id', ] |
---|
[485673a] | 47 | |
---|
[d7e325a] | 48 | def __unicode__(self, ): |
---|
[248b30b] | 49 | return "%s: %s %s (%s) (by %s) for $%s" % ( |
---|
[3235c66] | 50 | self.name, |
---|
[248b30b] | 51 | self.check_to_first_name, |
---|
| 52 | self.check_to_last_name, |
---|
[d7e325a] | 53 | self.check_to_email, |
---|
| 54 | self.submitter, |
---|
| 55 | self.amount, |
---|
| 56 | ) |
---|
[31bd056] | 57 | |
---|
[b1a259c] | 58 | def convert(self, signatory, signatory_email=None): |
---|
| 59 | if signatory_email is None: |
---|
| 60 | signatory_email = settings.SIGNATORY_EMAIL |
---|
[db191ee] | 61 | voucher = Voucher() |
---|
[587bb95] | 62 | voucher.group_name = settings.GROUP_NAME |
---|
[db191ee] | 63 | voucher.account = self.budget_area.get_account_number() |
---|
| 64 | voucher.signatory = signatory |
---|
[587bb95] | 65 | voucher.signatory_email = signatory_email |
---|
[db191ee] | 66 | voucher.first_name = self.check_to_first_name |
---|
| 67 | voucher.last_name = self.check_to_last_name |
---|
| 68 | voucher.email_address = self.check_to_email |
---|
| 69 | voucher.mailing_address = self.check_to_addr |
---|
| 70 | voucher.amount = self.amount |
---|
[856aac8] | 71 | voucher.description = self.label() + ': ' + self.name |
---|
[db191ee] | 72 | voucher.gl = self.expense_area.get_account_number() |
---|
[a75ed9b] | 73 | voucher.documentation = self.documentation |
---|
[db191ee] | 74 | voucher.save() |
---|
[193cceb] | 75 | finance_core.models.make_transfer( |
---|
| 76 | self.name, |
---|
| 77 | self.amount, |
---|
| 78 | finance_core.models.LAYER_EXPENDITURE, |
---|
| 79 | self.budget_term, |
---|
| 80 | self.budget_area, |
---|
| 81 | self.expense_area, |
---|
| 82 | self.description, |
---|
[82211ea] | 83 | self.incurred_time, |
---|
[193cceb] | 84 | ) |
---|
[587bb95] | 85 | self.approval_status = 1 |
---|
[bf5333c] | 86 | self.approval_time = datetime.datetime.now() |
---|
[82211ea] | 87 | self.voucher = voucher |
---|
[587bb95] | 88 | self.save() |
---|
[31bd056] | 89 | |
---|
[b1a259c] | 90 | def approve(self, approver, signatory_name, signatory_email=None, ): |
---|
| 91 | """Mark a request as approved. |
---|
| 92 | |
---|
| 93 | approver: user object of the approving user |
---|
| 94 | signatory_name: name of signatory |
---|
| 95 | signatory_email: email address of signatory (provide None for default) |
---|
| 96 | """ |
---|
| 97 | voucher = self.convert(signatory_name, signatory_email,) |
---|
| 98 | tmpl = get_template('vouchers/emails/request_approval_admin.txt') |
---|
| 99 | ctx = Context({ |
---|
| 100 | 'approver': approver, |
---|
| 101 | 'request': self, |
---|
| 102 | }) |
---|
| 103 | body = tmpl.render(ctx) |
---|
| 104 | mail_admins( |
---|
| 105 | 'Request approval: %s approved $%s' % ( |
---|
| 106 | approver, |
---|
| 107 | self.amount, |
---|
| 108 | ), |
---|
| 109 | body, |
---|
| 110 | ) |
---|
| 111 | |
---|
[856aac8] | 112 | def label(self, ): |
---|
| 113 | return settings.GROUP_ABBR + unicode(self.pk) + 'RR' |
---|
| 114 | |
---|
[31bd056] | 115 | class Voucher(models.Model): |
---|
[a5fc5c8] | 116 | group_name = models.CharField(max_length=40) |
---|
[31bd056] | 117 | account = models.IntegerField() |
---|
| 118 | signatory = models.CharField(max_length=50) |
---|
[587bb95] | 119 | signatory_email = models.EmailField() |
---|
[31bd056] | 120 | first_name = models.CharField(max_length=20) |
---|
| 121 | last_name = models.CharField(max_length=20) |
---|
| 122 | email_address = models.EmailField(max_length=50) |
---|
[72a92e0] | 123 | mailing_address = models.TextField(blank=True, ) |
---|
[31bd056] | 124 | amount = models.DecimalField(max_digits=7, decimal_places=2,) |
---|
| 125 | description = models.TextField() |
---|
| 126 | gl = models.IntegerField() |
---|
[dcaa9c0] | 127 | processed = models.BooleanField() |
---|
[82211ea] | 128 | process_time = models.DateTimeField(blank=True, null=True,) |
---|
[72a92e0] | 129 | documentation = models.ForeignKey('Documentation', blank=True, null=True, ) |
---|
[dcaa9c0] | 130 | |
---|
| 131 | def mailing_addr_lines(self): |
---|
| 132 | import re |
---|
| 133 | if self.mailing_address: |
---|
| 134 | lst = re.split(re.compile('[\n\r]*'), self.mailing_address) |
---|
| 135 | lst = filter(lambda elem: len(elem)>0, lst) |
---|
| 136 | else: |
---|
| 137 | lst = [] |
---|
| 138 | lst = lst + ['']*(3-len(lst)) |
---|
| 139 | return lst |
---|
[6054f18] | 140 | |
---|
[82211ea] | 141 | def mark_processed(self, ): |
---|
| 142 | self.process_time = datetime.datetime.now() |
---|
| 143 | self.processed = True |
---|
| 144 | self.save() |
---|
| 145 | |
---|
[c020a3b] | 146 | def __unicode__(self, ): |
---|
| 147 | return "%s: %s %s (%s) for $%s" % ( |
---|
| 148 | self.description, |
---|
| 149 | self.first_name, |
---|
| 150 | self.last_name, |
---|
| 151 | self.email_address, |
---|
| 152 | self.amount, |
---|
| 153 | ) |
---|
| 154 | |
---|
[6054f18] | 155 | class Meta: |
---|
| 156 | permissions = ( |
---|
| 157 | ('generate_vouchers', 'Can generate vouchers',), |
---|
| 158 | ) |
---|
| 159 | |
---|
[e8550be] | 160 | |
---|
[dc17b01] | 161 | class Documentation(models.Model): |
---|
| 162 | backing_file = models.FileField(upload_to='documentation', verbose_name='File', help_text='PDF files only', ) |
---|
[a75ed9b] | 163 | label = models.CharField(max_length=50, default="") |
---|
[36d2293] | 164 | submitter = models.CharField(max_length=30, null=True, ) # Username of submitter |
---|
[dc17b01] | 165 | upload_time = models.DateTimeField(default=datetime.datetime.now) |
---|
| 166 | |
---|
[a75ed9b] | 167 | def __unicode__(self, ): |
---|
| 168 | return "%s; uploaded at %s" % (self.label, self.upload_time, ) |
---|
| 169 | |
---|
[dc17b01] | 170 | |
---|
[e8550be] | 171 | class StockEmail: |
---|
| 172 | def __init__(self, name, label, recipients, template, subject_template, context, ): |
---|
| 173 | """ |
---|
| 174 | Initialize a stock email object. |
---|
| 175 | |
---|
| 176 | Each argument is required. |
---|
| 177 | |
---|
| 178 | name: Short name. Letters, numbers, and hyphens only. |
---|
| 179 | label: User-readable label. Briefly describe what the email says |
---|
| 180 | recipients: Who receives the email. List of "recipient" (check recipient), "area" (area owner), "admins" (site admins) |
---|
| 181 | template: Django template filename with the actual text |
---|
| 182 | subject_template: Django template string with the subject |
---|
| 183 | context: Type of context the email needs. Must be 'request' currently. |
---|
| 184 | """ |
---|
| 185 | |
---|
| 186 | self.name = name |
---|
| 187 | self.label = label |
---|
| 188 | self.recipients = recipients |
---|
| 189 | self.template = template |
---|
| 190 | self.subject_template = subject_template |
---|
| 191 | self.context = context |
---|
| 192 | |
---|
| 193 | def send_email_request(self, request,): |
---|
| 194 | """ |
---|
| 195 | Send an email that requires context "request". |
---|
| 196 | """ |
---|
| 197 | |
---|
| 198 | assert self.context == 'request' |
---|
| 199 | |
---|
| 200 | # Generate text |
---|
| 201 | from django.template import Context, Template |
---|
| 202 | from django.template.loader import get_template |
---|
| 203 | ctx = Context({ |
---|
| 204 | 'prefix': settings.EMAIL_SUBJECT_PREFIX, |
---|
| 205 | 'request': request, |
---|
| 206 | 'sender': settings.USER_EMAIL_SIGNATURE, |
---|
| 207 | }) |
---|
| 208 | tmpl = get_template(self.template) |
---|
| 209 | body = tmpl.render(ctx) |
---|
| 210 | subject_tmpl = Template(self.subject_template) |
---|
| 211 | subject = subject_tmpl.render(ctx) |
---|
| 212 | |
---|
| 213 | # Generate recipients |
---|
| 214 | recipients = [] |
---|
| 215 | for rt in self.recipients: |
---|
| 216 | if rt == 'recipient': |
---|
| 217 | recipients.append(request.check_to_email) |
---|
| 218 | elif rt == 'area': |
---|
| 219 | recipients.append(request.budget_area.owner_address()) |
---|
| 220 | elif rt == 'admins': |
---|
| 221 | pass # you don't *actually* have a choice... |
---|
| 222 | for name, addr in settings.ADMINS: |
---|
| 223 | recipients.append(addr) |
---|
| 224 | |
---|
| 225 | # Send mail! |
---|
| 226 | from django.core.mail import send_mail |
---|
| 227 | send_mail( |
---|
| 228 | subject, |
---|
| 229 | body, |
---|
| 230 | settings.SERVER_EMAIL, |
---|
| 231 | recipients, |
---|
| 232 | ) |
---|
| 233 | |
---|
| 234 | stock_emails = { |
---|
| 235 | 'nodoc': StockEmail( |
---|
| 236 | name='nodoc', |
---|
| 237 | label='No documentation', |
---|
| 238 | recipients=['recipient', 'area',], |
---|
| 239 | template='vouchers/emails/no_docs_user.txt', |
---|
| 240 | subject_template='{{prefix}}Missing documentation for reimbursement', |
---|
| 241 | context = 'request', |
---|
| 242 | ), |
---|
| 243 | 'voucher-sao': StockEmail( |
---|
| 244 | name='voucher-sao', |
---|
| 245 | label='Voucher submitted to SAO', |
---|
| 246 | recipients=['recipient', ], |
---|
| 247 | template='vouchers/emails/voucher_sao_user.txt', |
---|
| 248 | subject_template='{{prefix}}Reimbursement sent to SAO for processing', |
---|
| 249 | context = 'request', |
---|
| 250 | ), |
---|
| 251 | } |
---|