914 lines
31 KiB
Python
914 lines
31 KiB
Python
# Society Self-Service
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# Copyright © 2018–2023 Yingtong Li (RunasSudo)
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# Copyright © 2023 MUMUS Inc.
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as published by
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# the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <https://www.gnu.org/licenses/>.
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from django.conf import settings
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from django.contrib.auth.decorators import login_required
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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.paginator import Paginator
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from django.core.validators import validate_email
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from django.db import transaction
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from django.db.models import Q
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from django.http import HttpResponse, JsonResponse
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from django.shortcuts import render, redirect
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from django.urls import reverse
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from django.utils import timezone
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from django.views import generic
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from . import aba
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from . import models
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from . import xero
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from ssmain.email import Emailer
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import csv
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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
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import json
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import zipfile
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# HELPER DECORATORS
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def uses_budget(viewfunc):
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@functools.wraps(viewfunc)
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def func(request, id):
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budget = models.Budget.objects.get(id=id)
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revision = budget.budgetrevision_set.reverse()[0]
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return viewfunc(request, budget, revision)
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return func
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def budget_viewable(viewfunc):
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@functools.wraps(viewfunc)
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def func(request, budget, revision):
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if not revision.can_view(request.user):
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raise PermissionDenied
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return viewfunc(request, budget, revision)
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return func
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def budget_editable(viewfunc):
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@functools.wraps(viewfunc)
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def func(request, budget, revision):
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if not revision.can_edit(request.user):
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raise PermissionDenied
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return viewfunc(request, budget, revision)
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return func
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def uses_claim(viewfunc):
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@functools.wraps(viewfunc)
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def func(request, id):
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claim = models.ReimbursementClaim.objects.get(id=id)
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return viewfunc(request, claim)
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return func
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def claim_viewable(viewfunc):
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@functools.wraps(viewfunc)
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def func(request, claim):
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if not claim.can_view(request.user):
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raise PermissionDenied
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return viewfunc(request, claim)
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return func
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def claim_editable(viewfunc):
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@functools.wraps(viewfunc)
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def func(request, claim):
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if not claim.can_edit(request.user):
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raise PermissionDenied
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return viewfunc(request, claim)
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return func
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# HELPER FUNCTIONS
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class FormValidationError(Exception):
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def __init__(self, data, errors):
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super().__init__(self)
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self.data = data
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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']:
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if len(form['name']) > 100:
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errors.append('Title must be at most 100 characters')
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revision.name = form['name']
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else:
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errors.append('A title must be specified')
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if form['date']:
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try:
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form_date = timezone.make_aware(datetime.strptime(form['date'], '%Y-%m-%d'))
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revision.date = form_date
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except ValueError:
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errors.append('Due date is not a valid date')
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revision.date = None
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else:
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errors.append('A due date must be specified')
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if form['event_dt']:
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try:
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form_event_dt = timezone.make_aware(datetime.strptime(form['event_dt'], '%Y-%m-%d %H:%M'))
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revision.event_dt = form_event_dt
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except ValueError:
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errors.append('Event date/time is not a valid date-time')
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revision.event_dt = None
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else:
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revision.event_dt = None
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if form['event_attendees']:
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if len(form['event_attendees']) > 20:
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errors.append('Event attendees must be at most 20 characters')
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revision.event_attendees = form['event_attendees']
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else:
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revision.event_attendees = None
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if form['contributors']:
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contributors = form['contributors'].split('\n')
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try:
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for contributor in contributors:
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validate_email(contributor.strip())
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except ValidationError:
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errors.append('Contributors contains invalid data – type only valid email addresses, one per line')
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else:
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contributors = []
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if form['approver'] in dict(settings.AVAILABLE_APPROVERS):
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revision.approver = form['approver']
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else:
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errors.append('Responsible committee is invalid')
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revision.comments = form['comments']
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revision.revenue = json.loads(form['revenue'])
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revision.revenue_comments = form['revenue_comments']
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revision.expense = json.loads(form['expense'])
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revision.expense_comments = form['expense_comments']
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revision.expense_no_emergency_fund = True if form.get('expense_no_emergency_fund', False) else False
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if errors:
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raise FormValidationError(revision, errors)
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revision.save()
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for contributor in contributors:
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try:
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user = User.objects.get(email=contributor.strip())
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except User.DoesNotExist:
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user = User.objects.create_user(contributor.strip().split('@')[0], contributor.strip())
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revision.contributors.add(user)
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revision.save()
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return revision
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def claim_from_form(claim, form, files):
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claim.purpose = form['purpose']
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claim.date = form['date'] if form['date'] else None
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claim.budget_id = form['budget_id']
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claim.comments = form['comments']
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claim.items = json.loads(form['items'])
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claim.payee_name = form['payee_name']
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claim.payee_bsb = form['payee_bsb']
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claim.payee_account = form['payee_account']
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claim.save()
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if files:
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for f in files.getlist('upload_file'):
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claim_receipt = models.ClaimReceipt()
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claim_receipt.claim = claim
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claim_receipt.uploaded_file = f
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claim_receipt.save()
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return claim
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# INDEX VIEW
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@login_required
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def index(request):
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return render(request, 'sstreasury/index.html')
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# BUDGET VIEWS
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@login_required
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def budget_list(request):
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# Filter budgets
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budgets_filtered = []
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for budget in models.Budget.objects.all():
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revision = budget.budgetrevision_set.reverse()[0]
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if not revision.can_view(request.user):
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continue
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if request.GET.get('state', 'all') != 'all' and str(revision.state) != request.GET.get('state', 'all'):
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continue
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if request.GET.get('year', '') != '' and str(revision.time.year) != request.GET.get('year', ''):
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continue
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budgets_filtered.append(revision)
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paginator = Paginator(budgets_filtered, 100)
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page = paginator.page(int(request.GET.get('page', '1')))
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# Categorise budgets
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budgets_action = []
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budgets_open = []
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budgets_closed = []
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for revision in page.object_list:
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state = models.BudgetState(revision.state)
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group = None
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if request.user.groups.filter(name='Treasury').exists() and state == models.BudgetState.AWAIT_REVIEW:
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group = budgets_action
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elif request.user.groups.filter(name='Secretary').exists() and state == models.BudgetState.ENDORSED:
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group = budgets_action
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elif request.user.groups.filter(name='Committee').exists() and state == models.BudgetState.ENDORSED:
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group = budgets_action
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elif request.user in revision.contributors.all():
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if state in [models.BudgetState.DRAFT, models.BudgetState.RESUBMIT]:
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group = budgets_action
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elif state in [models.BudgetState.AWAIT_REVIEW, models.BudgetState.ENDORSED]:
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group = budgets_open
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else:
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group = budgets_closed
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else:
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if state in (models.BudgetState.APPROVED, models.BudgetState.WITHDRAWN, models.BudgetState.CANCELLED):
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group = budgets_closed
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else:
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group = budgets_open
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if group is not None:
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group.append(revision)
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return render(request, 'sstreasury/budget_list.html', {
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'budgets_action': budgets_action,
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'budgets_open': budgets_open,
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'budgets_closed': budgets_closed,
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'page': page
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})
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@login_required
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@uses_budget
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def budget_view(request, budget, revision):
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if 'revision' in request.GET:
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revision = budget.budgetrevision_set.get(id=int(request.GET['revision']))
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if not revision.can_view(request.user):
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raise PermissionDenied
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history = list(itertools.chain(budget.budgetrevision_set.all(), budget.budgetcomment_set.all(), *[r.budgetvote_set.all() for r in budget.budgetrevision_set.all()]))
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history.sort(key=lambda x: x.time, reverse=True)
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if revision.state == models.BudgetState.APPROVED.value and 'revision' not in request.GET:
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claims = models.ReimbursementClaim.objects.filter(Q(budget_id=str(budget.id)) | Q(budget_id__endswith='-{}'.format(budget.id))).all()
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claims_total_paid = sum(c.get_total() for c in claims if c.state == models.ClaimState.PAID.value)
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else:
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claims = None
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claims_total_paid = 0
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return render(request, 'sstreasury/budget_view.html', {
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'revision': revision,
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'history': history,
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'is_latest': 'revision' not in request.GET,
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'claims': claims,
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'claims_total_paid': claims_total_paid
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})
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@login_required
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@uses_budget
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def budget_print(request, budget, revision):
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if 'revision' in request.GET:
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revision = budget.budgetrevision_set.get(id=int(request.GET['revision']))
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if not revision.can_view(request.user):
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raise PermissionDenied
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return render(request, 'sstreasury/budget_print.html', {
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'revision': revision,
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'is_latest': 'revision' not in request.GET
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})
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@login_required
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def budget_new(request):
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if request.method == 'POST':
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try:
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with transaction.atomic():
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budget = models.Budget()
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budget.save()
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revision = models.BudgetRevision()
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revision.author = request.user
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revision.time = timezone.now()
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revision.ticketing_fee_proportion = settings.TICKETING_FEE_PROPORTION
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revision.ticketing_fee_fixed = settings.TICKETING_FEE_FIXED
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revision.action = models.BudgetAction.CREATE.value
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revision.state = models.BudgetState.DRAFT.value
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revision = revision_from_form(budget, revision, request.POST)
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except FormValidationError as form_error:
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return render(request, 'sstreasury/budget_edit.html', {
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'revision': form_error.data,
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'contributors': request.POST['contributors'],
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'errors': form_error.errors
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})
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if request.POST['submit'] == 'Save':
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return redirect(reverse('budget_view', kwargs={'id': budget.id}))
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else:
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return redirect(reverse('budget_edit', kwargs={'id': budget.id}))
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else:
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budget = models.Budget()
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revision = models.BudgetRevision()
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revision.budget = budget
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return render(request, 'sstreasury/budget_edit.html', {
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'revision': revision,
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'contributors': request.user.email,
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'errors': []
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})
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@login_required
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@uses_budget
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@budget_editable
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def budget_edit(request, budget, revision):
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if request.method == 'POST':
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if request.POST['submit'] == 'Delete':
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budget.delete()
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return redirect(reverse('budget_list'))
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try:
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with transaction.atomic():
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new_revision = models.BudgetRevision()
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new_revision.author = request.user
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new_revision.time = timezone.now()
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new_revision.ticketing_fee_proportion = settings.TICKETING_FEE_PROPORTION
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new_revision.ticketing_fee_fixed = settings.TICKETING_FEE_FIXED
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new_revision.action = models.BudgetAction.EDIT.value
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new_revision.state = revision.state
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new_revision = revision_from_form(budget, new_revision, request.POST)
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except FormValidationError as form_error:
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return render(request, 'sstreasury/budget_edit.html', {
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'revision': form_error.data,
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'contributors': request.POST['contributors'],
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'errors': form_error.errors
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})
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if request.POST['submit'] == 'Save':
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return redirect(reverse('budget_view', kwargs={'id': budget.id}))
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else:
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return redirect(reverse('budget_edit', kwargs={'id': budget.id}))
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else:
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return render(request, 'sstreasury/budget_edit.html', {
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'revision': revision,
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'contributors': '\n'.join(revision.contributors.all().values_list('email', flat=True)),
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'errors': []
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})
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@login_required
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@uses_budget
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@budget_viewable
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def budget_action(request, budget, revision):
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actions = request.POST['action'].split(',')
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if 'Comment' in actions and request.POST.get('comment', None):
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with transaction.atomic():
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comment = models.BudgetComment()
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comment.budget = budget
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comment.author = request.user
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comment.time = timezone.now()
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comment.content = request.POST['comment']
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comment.save()
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# Get users to email about the comment
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users_to_email = set()
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# Email Treasury
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for user in User.objects.filter(groups__name='Treasury'):
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if user != request.user:
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users_to_email.add(user.email)
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# Email contributors
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for user in revision.contributors.all():
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if user != request.user:
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users_to_email.add(user.email)
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# If endorsed budget, email committee
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if revision.state == models.BudgetState.ENDORSED.value:
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for user in User.objects.filter(groups__name=revision.approver):
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if user != request.user:
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users_to_email.add(user.email)
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# Send emails
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emailer = Emailer()
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for email in users_to_email:
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emailer.send_mail([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):
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raise PermissionDenied
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with transaction.atomic():
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revision.update_state(request.user, models.BudgetState.AWAIT_REVIEW)
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emailer = Emailer()
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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})
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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):
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raise PermissionDenied
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with transaction.atomic():
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revision.update_state(request.user, models.BudgetState.WITHDRAWN)
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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
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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
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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()
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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()
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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()
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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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if 'Cancel' in actions:
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if not revision.can_cancel(request.user):
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|
raise PermissionDenied
|
|
|
|
with transaction.atomic():
|
|
revision.update_state(request.user, models.BudgetState.CANCELLED)
|
|
|
|
if 'SendVotingReminders' in actions:
|
|
if revision.state != models.BudgetState.ENDORSED.value:
|
|
raise PermissionDenied
|
|
if not request.user.groups.filter(name='Executive').exists():
|
|
# TODO: Make this group configurable
|
|
raise PermissionDenied
|
|
|
|
# Send emails
|
|
emailer = Emailer()
|
|
for user in User.objects.filter(groups__name=revision.approver):
|
|
# Email only if not voted yet
|
|
if not revision.budgetvote_set.filter(voter=user).exists():
|
|
emailer.send_mail([user.email], 'URGENT action required: {} (BU-{})'.format(revision.name, budget.id), 'sstreasury/email/budget_vote_reminder.md', {'revision': revision, 'requester': request.user})
|
|
|
|
if 'VoteInFavour' in actions or 'VoteAgainst' in actions or 'VoteAbstain' in actions:
|
|
if not revision.can_vote(request.user):
|
|
raise PermissionDenied
|
|
|
|
if 'VoteInFavour' in actions:
|
|
vote_type = models.BudgetVoteType.IN_FAVOUR
|
|
elif 'VoteAgainst' in actions:
|
|
vote_type = models.BudgetVoteType.AGAINST
|
|
elif 'VoteAbstain' in actions:
|
|
vote_type = models.BudgetVoteType.ABSTAIN
|
|
|
|
# Already exists?
|
|
if revision.budgetvote_set.filter(is_current=True, voter=request.user, vote_type=vote_type.value).exists():
|
|
# No need to create new vote
|
|
pass
|
|
else:
|
|
with transaction.atomic():
|
|
# Invalidate any existing votes
|
|
for vote in revision.budgetvote_set.filter(is_current=True, voter=request.user):
|
|
vote.is_current = False
|
|
vote.save()
|
|
|
|
# Create a new vote
|
|
vote = models.BudgetVote()
|
|
vote.revision = revision
|
|
vote.voter = request.user
|
|
vote.time = timezone.now()
|
|
vote.is_current = True
|
|
vote.vote_type = vote_type.value
|
|
vote.save()
|
|
|
|
# Check if threshold for automatic approval is reached
|
|
votes_in_favour = revision.budgetvote_set.filter(is_current=True, vote_type=models.BudgetVoteType.IN_FAVOUR.value).count()
|
|
if votes_in_favour >= dict(settings.AVAILABLE_APPROVERS)[revision.approver][1]:
|
|
# Automatically approve
|
|
revision.copy()
|
|
revision.time = timezone.now()
|
|
revision.state = models.BudgetState.APPROVED.value
|
|
revision.action = models.BudgetAction.AUTO_APPROVE.value
|
|
revision.save()
|
|
|
|
# Send emails
|
|
users_to_email = set()
|
|
|
|
for user in revision.contributors.all():
|
|
users_to_email.add(user.email)
|
|
for user in User.objects.filter(groups__name=revision.approver):
|
|
users_to_email.add(user.email)
|
|
|
|
emailer = Emailer()
|
|
for email in users_to_email:
|
|
emailer.send_mail([email], 'Budget approved: {} (BU-{})'.format(revision.name, budget.id), 'sstreasury/email/budget_approved.md', {'revision': revision})
|
|
|
|
return redirect(reverse('budget_view', kwargs={'id': budget.id}))
|
|
|
|
@login_required
|
|
def claim_list(request):
|
|
# Filter claims
|
|
claims_filtered = []
|
|
for claim in models.ReimbursementClaim.objects.all():
|
|
if not claim.can_view(request.user):
|
|
continue
|
|
|
|
if request.GET.get('state', 'all') != 'all' and str(claim.state) != request.GET.get('state', 'all'):
|
|
continue
|
|
if request.GET.get('year', '') != '' and str(claim.time.year) != request.GET.get('year', ''):
|
|
continue
|
|
|
|
claims_filtered.append(claim)
|
|
|
|
paginator = Paginator(claims_filtered, 100)
|
|
page = paginator.page(int(request.GET.get('page', '1')))
|
|
|
|
# Categorise claims
|
|
claims_action = []
|
|
claims_open = []
|
|
claims_closed = []
|
|
|
|
for claim in page.object_list:
|
|
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():
|
|
if state in [models.ClaimState.PAID, models.ClaimState.WITHDRAWN]:
|
|
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,
|
|
'page': page
|
|
})
|
|
|
|
@login_required
|
|
def claim_new(request):
|
|
if request.method == 'POST':
|
|
with transaction.atomic():
|
|
claim = models.ReimbursementClaim()
|
|
claim.author = request.user
|
|
claim.time = timezone.now()
|
|
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
|
|
})
|
|
|
|
@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)
|
|
|
|
budget = None
|
|
if claim.budget_id:
|
|
try:
|
|
budget = models.Budget.objects.get(id=claim.budget_id.split('-')[-1])
|
|
except:
|
|
budget = None
|
|
|
|
bsb_lookedup = do_bsb_lookup(claim.payee_bsb)
|
|
|
|
return render(request, 'sstreasury/claim_view.html', {
|
|
'claim': claim,
|
|
'budget': budget,
|
|
'history': history,
|
|
'bsb_lookedup': bsb_lookedup
|
|
})
|
|
|
|
@login_required
|
|
@uses_claim
|
|
@claim_viewable
|
|
def claim_print(request, claim):
|
|
budget = None
|
|
if claim.budget_id:
|
|
try:
|
|
budget = models.Budget.objects.get(id=claim.budget_id.split('-')[-1])
|
|
except models.Budget.DoesNotExist:
|
|
budget = None
|
|
|
|
bsb_lookedup = do_bsb_lookup(claim.payee_bsb)
|
|
|
|
return render(request, 'sstreasury/claim_print.html', {
|
|
'claim': claim,
|
|
'budget': budget,
|
|
'bsb_lookedup': bsb_lookedup
|
|
})
|
|
|
|
@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}))
|
|
|
|
if request.POST['submit'] == 'Delete':
|
|
claim.delete()
|
|
return redirect(reverse('claim_list'))
|
|
|
|
with transaction.atomic():
|
|
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.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:
|
|
bsb_lookedup = do_bsb_lookup(claim.payee_bsb)
|
|
|
|
return render(request, 'sstreasury/claim_edit.html', {
|
|
'claim': claim,
|
|
'bsb_lookedup': bsb_lookedup
|
|
})
|
|
|
|
@login_required
|
|
@uses_claim
|
|
@claim_viewable
|
|
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:
|
|
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})
|
|
if claim.author != request.user:
|
|
emailer.send_mail([claim.author.email], 'New comment on reimbursement claim: {} (RE-{})'.format(claim.purpose, claim.id), 'sstreasury/email/claim_commented.md', {'claim': claim, 'comment': comment})
|
|
|
|
if 'Submit' in actions:
|
|
if not claim.can_submit(request.user):
|
|
raise PermissionDenied
|
|
|
|
with transaction.atomic():
|
|
claim.update_state(request.user, models.ClaimState.AWAIT_REVIEW)
|
|
|
|
emailer = Emailer()
|
|
for user in User.objects.filter(groups__name='Treasury'):
|
|
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})
|
|
|
|
if 'Withdraw' in actions:
|
|
if not claim.can_withdraw(request.user):
|
|
raise PermissionDenied
|
|
|
|
with transaction.atomic():
|
|
claim.update_state(request.user, models.ClaimState.WITHDRAWN)
|
|
|
|
if 'Approve' in actions:
|
|
if not claim.can_approve(request.user):
|
|
raise PermissionDenied
|
|
|
|
with transaction.atomic():
|
|
claim.update_state(request.user, models.ClaimState.APPROVED)
|
|
|
|
emailer = Emailer()
|
|
emailer.send_mail([claim.author.email], 'Claim approved, awaiting payment: {} (RE-{})'.format(claim.purpose, claim.id), 'sstreasury/email/claim_approved.md', {'claim': claim})
|
|
|
|
if 'Return' in actions:
|
|
if not claim.can_approve(request.user):
|
|
raise PermissionDenied
|
|
|
|
with transaction.atomic():
|
|
claim.update_state(request.user, models.ClaimState.RESUBMIT)
|
|
|
|
emailer = Emailer()
|
|
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})
|
|
|
|
return redirect(reverse('claim_view', kwargs={'id': claim.id}))
|
|
|
|
@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 = models.ReimbursementClaim.objects.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()))
|
|
|
|
try:
|
|
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.localtime(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)
|
|
|
|
reference = 'RE{}'.format(' '.join(str(c.id) for c in payee_claims))
|
|
if len(reference) > 18:
|
|
# Avoid cutting a reference number in half
|
|
if reference[14] == ' ':
|
|
reference = reference[:14] + ' etc'
|
|
else:
|
|
reference = ' '.join(reference[:14].split()[:-1]) + ' etc'
|
|
|
|
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[:32],
|
|
reference=reference,
|
|
src_bsb=settings.ABA_SRC_BSB,
|
|
src_account=settings.ABA_SRC_ACC,
|
|
src_name=settings.ABA_USER_NAME
|
|
)
|
|
num_records += 1
|
|
|
|
aba.write_total(aba_file, credit_cents=sum(c.get_total() for c in claims)*100, num_detail_records=num_records)
|
|
aba_file.flush()
|
|
|
|
response = HttpResponse(aba_file.getvalue(), content_type='text/plain')
|
|
response['Content-Disposition'] = 'attachment; filename="claims.aba"'
|
|
return response
|
|
except aba.ABAException as ex:
|
|
return render(request, 'sstreasury/claim_processing.html', {
|
|
'claims': claims,
|
|
'error': ex
|
|
})
|
|
|
|
if request.POST['action'] == 'ExportXero':
|
|
#claims = models.ReimbursementClaim.objects.filter(state=models.ClaimState.APPROVED.value).all()
|
|
claims = models.ReimbursementClaim.objects.all()
|
|
claims = [c for c in claims if request.POST.get('claim_{}'.format(c.id), False)]
|
|
|
|
# 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
|
|
|
|
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})
|
|
|
|
if request.GET.get('view', '') == 'all':
|
|
claims = models.ReimbursementClaim.objects.all()
|
|
else:
|
|
claims = models.ReimbursementClaim.objects.filter(state=models.ClaimState.APPROVED.value).all()
|
|
|
|
return render(request, 'sstreasury/claim_processing.html', {
|
|
'claims': claims
|
|
})
|
|
|
|
@login_required
|
|
def bsb_lookup(request):
|
|
return JsonResponse({'result': do_bsb_lookup(request.GET.get('bsb', ''))})
|
|
|
|
def do_bsb_lookup(bsb):
|
|
bsb = (bsb or '').replace('-', '').replace(' ', '')
|
|
if len(bsb) != 6:
|
|
return None
|
|
bsb = '{}-{}'.format(bsb[:3], bsb[-3:])
|
|
|
|
with open(settings.BSB_FILE_PATH, 'r', newline='') as f:
|
|
reader = csv.reader(f)
|
|
for line in reader:
|
|
if line[0] == bsb:
|
|
return '{} - {}'.format(line[1], line[2])
|
|
return None
|