society-self-service/sstreasury/views.py

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# Society Self-Service
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# Copyright © 2018–2020 Yingtong Li (RunasSudo)
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#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as published by
# the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <https://www.gnu.org/licenses/>.
from django.contrib.auth.decorators import login_required
from django.contrib.auth.models import User
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from django.core.exceptions import PermissionDenied, ValidationError
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from django.core.validators import validate_email
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from django.conf import settings
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from django.db import transaction
from django.db.models import Q
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from django.http import HttpResponse
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from django.shortcuts import render, redirect
from django.urls import reverse
from django.utils import timezone
from django.views import generic
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from . import aba
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from . import models
from . import xero
from ssmain.email import Emailer
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from datetime import datetime
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import functools
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import io
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import itertools
import json
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import zipfile
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# HELPER DECORATORS
def uses_budget(viewfunc):
@functools.wraps(viewfunc)
def func(request, id):
budget = models.Budget.objects.get(id=id)
revision = budget.budgetrevision_set.reverse()[0]
return viewfunc(request, budget, revision)
return func
def budget_viewable(viewfunc):
@functools.wraps(viewfunc)
def func(request, budget, revision):
if not revision.can_view(request.user):
raise PermissionDenied
return viewfunc(request, budget, revision)
return func
def budget_editable(viewfunc):
@functools.wraps(viewfunc)
def func(request, budget, revision):
if not revision.can_edit(request.user):
raise PermissionDenied
return viewfunc(request, budget, revision)
return func
def uses_claim(viewfunc):
@functools.wraps(viewfunc)
def func(request, id):
claim = models.ReimbursementClaim.objects.get(id=id)
return viewfunc(request, claim)
return func
def claim_viewable(viewfunc):
@functools.wraps(viewfunc)
def func(request, claim):
if not claim.can_view(request.user):
raise PermissionDenied
return viewfunc(request, claim)
return func
def claim_editable(viewfunc):
@functools.wraps(viewfunc)
def func(request, claim):
if not claim.can_edit(request.user):
raise PermissionDenied
return viewfunc(request, claim)
return func
# HELPER FUNCTIONS
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class FormValidationError(Exception):
def __init__(self, data, errors):
super().__init__(self)
self.data = data
self.errors = errors
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def revision_from_form(budget, revision, form):
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errors = []
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revision.budget = budget
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if form['name']:
if len(form['name']) > 100:
errors.append('Title must be at most 100 characters')
revision.name = form['name']
else:
errors.append('A title must be specified')
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if form['date']:
try:
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form_date = timezone.make_aware(datetime.strptime(form['date'], '%Y-%m-%d'))
revision.date = form_date
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except ValueError:
errors.append('Due date is not a valid date')
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revision.date = None
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else:
errors.append('A due date must be specified')
if form['event_dt']:
try:
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form_event_dt = timezone.make_aware(datetime.strptime(form['event_dt'], '%Y-%m-%d %H:%M'))
revision.event_dt = form_event_dt
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except ValueError:
errors.append('Event date/time is not a valid date-time')
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revision.event_dt = None
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else:
revision.event_dt = None
if form['event_attendees']:
if len(form['event_attendees']) > 20:
errors.append('Event attendees must be at most 20 characters')
revision.event_attendees = form['event_attendees']
else:
revision.event_attendees = None
if form['contributors']:
contributors = form['contributors'].split('\n')
try:
for contributor in contributors:
validate_email(contributor.strip())
except ValidationError:
errors.append('Contributors contains invalid data – type only valid email addresses, one per line')
else:
contributors = []
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revision.comments = form['comments']
revision.revenue = json.loads(form['revenue'])
revision.revenue_comments = form['revenue_comments']
revision.expense = json.loads(form['expense'])
revision.expense_comments = form['expense_comments']
revision.expense_no_emergency_fund = True if form.get('expense_no_emergency_fund', False) else False
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if errors:
raise FormValidationError(revision, errors)
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revision.save()
for contributor in contributors:
try:
user = User.objects.get(email=contributor.strip())
except User.DoesNotExist:
user = User.objects.create_user(contributor.strip().split('@')[0], contributor.strip())
revision.contributors.add(user)
revision.save()
return revision
def claim_from_form(claim, form, files):
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claim.purpose = form['purpose']
claim.date = form['date'] if form['date'] else None
claim.budget_id = form['budget_id']
claim.comments = form['comments']
claim.items = json.loads(form['items'])
claim.payee_name = form['payee_name']
claim.payee_bsb = form['payee_bsb']
claim.payee_account = form['payee_account']
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claim.save()
if files:
for f in files.getlist('upload_file'):
claim_receipt = models.ClaimReceipt()
claim_receipt.claim = claim
claim_receipt.uploaded_file = f
claim_receipt.save()
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return claim
# INDEX VIEW
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@login_required
def index(request):
return render(request, 'sstreasury/index.html')
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# BUDGET VIEWS
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@login_required
def budget_list(request):
budgets_action = []
budgets_open = []
budgets_closed = []
for budget in models.Budget.objects.all():
revision = budget.budgetrevision_set.reverse()[0]
state = models.BudgetState(revision.state)
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group = None
if request.user.groups.filter(name='Treasury').exists() and state == models.BudgetState.AWAIT_REVIEW:
group = budgets_action
elif request.user.groups.filter(name='Secretary').exists() and state == models.BudgetState.ENDORSED:
group = budgets_action
elif request.user.groups.filter(name='Committee').exists() and state == models.BudgetState.ENDORSED:
group = budgets_action
elif request.user in revision.contributors.all():
if state in [models.BudgetState.DRAFT, models.BudgetState.RESUBMIT]:
group = budgets_action
elif state in [models.BudgetState.AWAIT_REVIEW, models.BudgetState.ENDORSED]:
group = budgets_open
else:
group = budgets_closed
elif request.user.groups.filter(name='Treasury').exists() or request.user.groups.filter(name='Secretary').exists() or request.user.groups.filter(name='Committee').exists():
if state == models.BudgetState.APPROVED:
group = budgets_closed
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else:
group = budgets_open
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if group is not None:
group.append(revision)
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return render(request, 'sstreasury/budget_list.html', {
'budgets_action': budgets_action,
'budgets_open': budgets_open,
'budgets_closed': budgets_closed
})
@login_required
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@uses_budget
def budget_view(request, budget, revision):
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if 'revision' in request.GET:
revision = budget.budgetrevision_set.get(id=int(request.GET['revision']))
if not revision.can_view(request.user):
raise PermissionDenied
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history = list(itertools.chain(budget.budgetrevision_set.all(), revision.budget.budgetcomment_set.all()))
history.sort(key=lambda x: x.time, reverse=True)
if revision.state == models.BudgetState.APPROVED.value and 'revision' not in request.GET:
claims = models.ReimbursementClaim.objects.filter(Q(budget_id=str(budget.id)) | Q(budget_id__endswith='-{}'.format(budget.id))).all()
else:
claims = None
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return render(request, 'sstreasury/budget_view.html', {
'revision': revision,
'history': history,
'is_latest': 'revision' not in request.GET,
'claims': claims
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})
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@login_required
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@uses_budget
def budget_print(request, budget, revision):
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if 'revision' in request.GET:
revision = budget.budgetrevision_set.get(id=int(request.GET['revision']))
if not revision.can_view(request.user):
raise PermissionDenied
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return render(request, 'sstreasury/budget_print.html', {
'revision': revision,
'is_latest': 'revision' not in request.GET
})
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@login_required
def budget_new(request):
if request.method == 'POST':
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try:
with transaction.atomic():
budget = models.Budget()
budget.save()
revision = models.BudgetRevision()
revision.author = request.user
revision.time = timezone.now()
revision.action = models.BudgetAction.CREATE.value
revision.state = models.BudgetState.DRAFT.value
revision = revision_from_form(budget, revision, request.POST)
except FormValidationError as form_error:
return render(request, 'sstreasury/budget_edit.html', {
'revision': form_error.data,
'contributors': request.POST['contributors'],
'errors': form_error.errors
})
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if request.POST['submit'] == 'Save':
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return redirect(reverse('budget_view', kwargs={'id': budget.id}))
else:
return redirect(reverse('budget_edit', kwargs={'id': budget.id}))
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else:
budget = models.Budget()
revision = models.BudgetRevision()
revision.budget = budget
return render(request, 'sstreasury/budget_edit.html', {
'revision': revision,
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'contributors': request.user.email,
'errors': []
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})
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@login_required
@uses_budget
@budget_editable
def budget_edit(request, budget, revision):
if request.method == 'POST':
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if request.POST['submit'] == 'Delete':
budget.delete()
return redirect(reverse('budget_list'))
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try:
with transaction.atomic():
new_revision = models.BudgetRevision()
new_revision.author = request.user
new_revision.time = timezone.now()
new_revision.action = models.BudgetAction.EDIT.value
new_revision.state = revision.state
new_revision = revision_from_form(budget, new_revision, request.POST)
except FormValidationError as form_error:
return render(request, 'sstreasury/budget_edit.html', {
'revision': form_error.data,
'contributors': request.POST['contributors'],
'errors': form_error.errors
})
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if request.POST['submit'] == 'Save':
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return redirect(reverse('budget_view', kwargs={'id': budget.id}))
else:
return redirect(reverse('budget_edit', kwargs={'id': budget.id}))
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else:
return render(request, 'sstreasury/budget_edit.html', {
'revision': revision,
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'contributors': '\n'.join(revision.contributors.all().values_list('email', flat=True)),
'errors': []
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})
@login_required
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@uses_budget
@budget_viewable
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def budget_action(request, budget, revision):
actions = request.POST['action'].split(',')
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if 'Comment' in actions and request.POST.get('comment', None):
with transaction.atomic():
comment = models.BudgetComment()
comment.budget = budget
comment.author = request.user
comment.time = timezone.now()
comment.content = request.POST['comment']
comment.save()
emailer = Emailer()
for user in User.objects.filter(groups__name='Treasury'):
if user != request.user:
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emailer.send_mail([user.email], 'New comment on budget: {} (BU-{})'.format(revision.name, budget.id), 'sstreasury/email/budget_commented.md', {'revision': revision, 'comment': comment})
for user in revision.contributors.all():
if user != request.user:
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emailer.send_mail([user.email], 'New comment on budget: {} (BU-{})'.format(revision.name, budget.id), 'sstreasury/email/budget_commented.md', {'revision': revision, 'comment': comment})
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if 'Submit' in actions:
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if not revision.can_submit(request.user):
raise PermissionDenied
with transaction.atomic():
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revision.update_state(request.user, models.BudgetState.AWAIT_REVIEW)
emailer = Emailer()
for user in User.objects.filter(groups__name='Treasury'):
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emailer.send_mail([user.email], 'Action required: Budget submitted: {} (BU-{})'.format(revision.name, budget.id), 'sstreasury/email/budget_submitted_treasurer.md', {'revision': revision})
for user in revision.contributors.all():
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emailer.send_mail([user.email], 'Budget submitted: {} (BU-{})'.format(revision.name, budget.id), 'sstreasury/email/budget_submitted_drafter.md', {'revision': revision})
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if 'Withdraw' in actions:
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if not revision.can_withdraw(request.user):
raise PermissionDenied
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with transaction.atomic():
revision.update_state(request.user, models.BudgetState.DRAFT)
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if 'Endorse' in actions:
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if not revision.can_endorse(request.user):
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raise PermissionDenied
with transaction.atomic():
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revision.update_state(request.user, models.BudgetState.ENDORSED)
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emailer = Emailer()
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for user in User.objects.filter(groups__name='Secretary'):
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emailer.send_mail([user.email], 'Action required: Budget endorsed: {} (BU-{})'.format(revision.name, budget.id), 'sstreasury/email/budget_endorsed_secretary.md', {'revision': revision})
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for user in revision.contributors.all():
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emailer.send_mail([user.email], 'Budget endorsed, awaiting committee approval: {} (BU-{})'.format(revision.name, budget.id), 'sstreasury/email/budget_endorsed_drafter.md', {'revision': revision})
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if 'Return' in actions:
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if not revision.can_return(request.user):
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raise PermissionDenied
with transaction.atomic():
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revision.update_state(request.user, models.BudgetState.RESUBMIT)
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emailer = Emailer()
for user in revision.contributors.all():
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emailer.send_mail([user.email], 'Action required: Budget returned for re-drafting: {} (BU-{})'.format(revision.name, budget.id), 'sstreasury/email/budget_returned.md', {'revision': revision})
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if 'Approve' in actions:
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if not revision.can_approve(request.user):
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return PermissionDenied
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with transaction.atomic():
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revision.update_state(request.user, models.BudgetState.APPROVED)
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emailer = Emailer()
for user in revision.contributors.all():
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emailer.send_mail([user.email], 'Budget approved: {} (BU-{})'.format(revision.name, budget.id), 'sstreasury/email/budget_approved.md', {'revision': revision})
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if 'CmteReturn' in actions:
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if not revision.can_cmtereturn(request.user):
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return PermissionDenied
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with transaction.atomic():
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revision.update_state(request.user, models.BudgetState.RESUBMIT)
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emailer = Emailer()
for user in revision.contributors.all():
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emailer.send_mail([user.email], 'Action required: Budget returned for re-drafting: {} (BU-{})'.format(revision.name, budget.id), 'sstreasury/email/budget_returned_committee.md', {'revision': revision})
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return redirect(reverse('budget_view', kwargs={'id': budget.id}))
@login_required
def claim_list(request):
claims_action = []
claims_open = []
claims_closed = []
for claim in models.ReimbursementClaim.objects.all():
state = models.ClaimState(claim.state)
group = None
if request.user.groups.filter(name='Treasury').exists() and state in [models.ClaimState.AWAIT_REVIEW, models.ClaimState.APPROVED]:
group = claims_action
elif request.user == claim.author:
if state in [models.ClaimState.DRAFT, models.ClaimState.RESUBMIT]:
group = claims_action
elif state in [models.ClaimState.AWAIT_REVIEW, models.ClaimState.APPROVED]:
group = claims_open
else:
group = claims_closed
elif request.user.groups.filter(name='Treasury').exists():
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if state == models.ClaimState.PAID:
group = claims_closed
else:
group = claims_open
if group is not None:
group.append(claim)
return render(request, 'sstreasury/claim_list.html', {
'claims_action': claims_action,
'claims_open': claims_open,
'claims_closed': claims_closed
})
@login_required
def claim_new(request):
if request.method == 'POST':
with transaction.atomic():
claim = models.ReimbursementClaim()
claim.author = request.user
claim.time = timezone.now()
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claim.state = models.BudgetState.DRAFT.value
claim = claim_from_form(claim, request.POST, request.FILES)
claim_history = models.ClaimHistory()
claim_history.claim = claim
claim_history.author = request.user
claim_history.state = claim.state
claim_history.time = timezone.now()
claim_history.action = models.ClaimAction.CREATE.value
claim_history.save()
if request.POST['submit'] == 'Save':
return redirect(reverse('claim_view', kwargs={'id': claim.id}))
else:
return redirect(reverse('claim_edit', kwargs={'id': claim.id}))
pass
else:
claim = models.ReimbursementClaim()
claim.author = request.user
return render(request, 'sstreasury/claim_edit.html', {
'claim': claim
})
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@login_required
@uses_claim
@claim_viewable
def claim_view(request, claim):
history = list(itertools.chain(claim.claimhistory_set.all(), claim.claimcomment_set.all()))
history.sort(key=lambda x: x.time, reverse=True)
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budget = None
if claim.budget_id:
try:
budget = models.Budget.objects.get(id=claim.budget_id.split('-')[-1])
except models.Budget.DoesNotExist:
budget = None
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return render(request, 'sstreasury/claim_view.html', {
'claim': claim,
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'budget': budget,
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'history': history
})
@login_required
@uses_claim
@claim_viewable
def claim_print(request, claim):
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budget = None
if claim.budget_id:
try:
budget = models.Budget.objects.get(id=claim.budget_id.split('-')[-1])
except models.Budget.DoesNotExist:
budget = None
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return render(request, 'sstreasury/claim_print.html', {
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'claim': claim,
'budget': budget
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})
@login_required
@uses_claim
@claim_editable
def claim_edit(request, claim):
if request.method == 'POST':
if request.POST['submit'].startswith('DeleteFile'):
file_id = int(request.POST['submit'][10:])
claim_receipt = models.ClaimReceipt.objects.get(id=file_id)
if claim_receipt.claim != claim:
raise PermissionDenied
claim_receipt.delete()
claim_receipt.uploaded_file.delete(save=False)
return redirect(reverse('claim_edit', kwargs={'id': claim.id}))
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if request.POST['submit'] == 'Delete':
claim.delete()
return redirect(reverse('claim_list'))
with transaction.atomic():
claim = claim_from_form(claim, request.POST, request.FILES)
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claim_history = models.ClaimHistory()
claim_history.claim = claim
claim_history.author = request.user
claim_history.state = claim.state
claim_history.time = timezone.now()
claim_history.action = models.ClaimAction.EDIT.value
claim_history.save()
if request.POST['submit'] == 'Save':
return redirect(reverse('claim_view', kwargs={'id': claim.id}))
else:
return redirect(reverse('claim_edit', kwargs={'id': claim.id}))
else:
return render(request, 'sstreasury/claim_edit.html', {
'claim': claim
})
@login_required
@uses_claim
@claim_editable
def claim_action(request, claim):
actions = request.POST['action'].split(',')
if 'Comment' in actions and request.POST.get('comment', None):
with transaction.atomic():
comment = models.ClaimComment()
comment.claim = claim
comment.author = request.user
comment.time = timezone.now()
comment.content = request.POST['comment']
comment.save()
emailer = Emailer()
for user in User.objects.filter(groups__name='Treasury'):
if user != request.user:
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emailer.send_mail([user.email], 'New comment on reimbursement claim: {} (RE-{})'.format(claim.purpose, claim.id), 'sstreasury/email/claim_commented.md', {'claim': claim, 'comment': comment})
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if comment.author != request.user:
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emailer.send_mail([comment.author], 'New comment on reimbursement claim: {} (RE-{})'.format(revision.name, claim.id), 'sstreasury/email/claim_commented.md', {'claim': claim, 'comment': comment})
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if 'Submit' in actions:
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if not claim.can_submit(request.user):
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raise PermissionDenied
with transaction.atomic():
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claim.update_state(request.user, models.ClaimState.AWAIT_REVIEW)
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emailer = Emailer()
for user in User.objects.filter(groups__name='Treasury'):
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emailer.send_mail([user.email], 'Action required: Reimbursement claim submitted: {} (RE-{})'.format(claim.purpose, claim.id), 'sstreasury/email/claim_submitted_treasurer.md', {'claim': claim})
emailer.send_mail([claim.author.email], 'Reimbursement claim submitted: {} (RE-{})'.format(claim.purpose, claim.id), 'sstreasury/email/claim_submitted_drafter.md', {'claim': claim})
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if 'Withdraw' in actions:
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if not claim.can_withdraw(request.user):
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raise PermissionDenied
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with transaction.atomic():
claim.update_state(request.user, models.ClaimState.DRAFT)
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if 'Approve' in actions:
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if not claim.can_approve(request.user):
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raise PermissionDenied
with transaction.atomic():
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claim.update_state(request.user, models.ClaimState.APPROVED)
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emailer = Emailer()
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emailer.send_mail([claim.author.email], 'Claim approved, awaiting payment: {} (RE-{})'.format(claim.purpose, claim.id), 'sstreasury/email/claim_approved.md', {'claim': claim})
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if 'Return' in actions:
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if not claim.can_approve(request.user):
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raise PermissionDenied
with transaction.atomic():
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claim.update_state(request.user, models.ClaimState.RESUBMIT)
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emailer = Emailer()
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emailer.send_mail([claim.author.email], 'Action required: Reimbursement claim returned for re-drafting: {} (RE-{})'.format(claim.purpose, claim.id), 'sstreasury/email/claim_returned.md', {'claim': claim})
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return redirect(reverse('claim_view', kwargs={'id': claim.id}))
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@login_required
def claim_processing(request):
if not request.user.groups.filter(name='Treasury').exists():
raise PermissionDenied
if request.method == 'POST':
if request.POST['action'] == 'Export':
claims = models.ReimbursementClaim.objects.filter(state=models.ClaimState.APPROVED.value).all()
claims = [c for c in claims if request.POST.get('claim_{}'.format(c.id), False)]
claims.sort(key=lambda c: '{}/{}{}/{}'.format(c.payee_name.strip(), c.payee_bsb.strip()[:3], c.payee_bsb.strip()[-3:], c.payee_account.strip()))
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aba_file = io.BytesIO()
aba.write_descriptive(aba_file, bank_name=settings.ABA_BANK_NAME, user_name=settings.ABA_USER_NAME, bank_code=settings.ABA_BANK_CODE, description='Reimburse', date=timezone.now())
# CommBank requires only one entry per payee
num_records = 0
for _, payee_claims in itertools.groupby(claims, key=lambda c: '{}/{}{}/{}'.format(c.payee_name.strip(), c.payee_bsb.strip()[:3], c.payee_bsb.strip()[-3:], c.payee_account.strip())):
payee_claims = list(payee_claims)
aba.write_detail(
aba_file,
dest_bsb=payee_claims[0].payee_bsb,
dest_account=payee_claims[0].payee_account,
cents=sum(c.get_total() for c in payee_claims)*100,
dest_name=payee_claims[0].payee_name,
reference='RE{}'.format(' '.join(str(c.id) for c in payee_claims)),
src_bsb=settings.ABA_SRC_BSB,
src_account=settings.ABA_SRC_ACC,
src_name=settings.ABA_USER_NAME
)
num_records += 1
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aba.write_total(aba_file, credit_cents=sum(c.get_total() for c in claims)*100, num_detail_records=num_records)
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aba_file.flush()
response = HttpResponse(aba_file.getvalue(), content_type='text/plain')
response['Content-Disposition'] = 'attachment; filename="claims.aba"'
return response
if request.POST['action'] == 'ExportXero':
claims = models.ReimbursementClaim.objects.filter(state=models.ClaimState.APPROVED.value).all()
claims = [c for c in claims if request.POST.get('claim_{}'.format(c.id), False)]
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# Export CSV
with io.StringIO() as csv_file:
csv_writer = xero.new_writer(csv_file)
for claim in claims:
xero.write_claim(csv_writer, claim)
# Export resources to ZIP
with io.BytesIO() as zip_file_bytes:
with zipfile.ZipFile(zip_file_bytes, 'w') as zip_file:
zip_file.writestr('claims.csv', csv_file.getvalue())
for claim in claims:
for claim_receipt in claim.claimreceipt_set.all():
with claim_receipt.uploaded_file.open() as f:
zip_file.writestr('RE-{}/{}'.format(claim.id, claim_receipt.uploaded_file.name.split('/')[-1]), f.read())
response = HttpResponse(zip_file_bytes.getvalue(), content_type='application/zip')
response['Content-Disposition'] = 'attachment; filename="claims.zip"'
return response
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if request.POST['action'] == 'Pay':
claims = models.ReimbursementClaim.objects.filter(state=models.ClaimState.APPROVED.value).all()
claims = [c for c in claims if request.POST.get('claim_{}'.format(c.id), False)]
for claim in claims:
with transaction.atomic():
claim.update_state(request.user, models.ClaimState.PAID)
emailer = Emailer()
emailer.send_mail([claim.author.email], 'Claim paid: {} (RE-{})'.format(claim.purpose, claim.id), 'sstreasury/email/claim_paid.md', {'claim': claim})
claims = models.ReimbursementClaim.objects.filter(state=models.ClaimState.APPROVED.value).all()
return render(request, 'sstreasury/claim_processing.html', {
'claims': claims
})