Basic working invoice system. Need to add a way to create invoices.

RIGS/admin.py

@@ -10,3 +10,5 @@ admin.site.register(models.VatRate, reversion.VersionAdmin)
 admin.site.register(models.Venue, reversion.VersionAdmin)
 admin.site.register(models.Event, reversion.VersionAdmin)
 admin.site.register(models.EventItem, reversion.VersionAdmin)
+admin.site.register(models.Invoice)
+admin.site.register(models.Payment)

RIGS/finance.py

@@ -0,0 +1,60 @@
+from django.core.urlresolvers import reverse_lazy
+from django.http import Http404, HttpResponseRedirect
+from django.views import generic
+from django.shortcuts import get_object_or_404
+from django.contrib import messages
+
+from RIGS import models
+
+
+class InvoiceIndex(generic.ListView):
+    model = models.Invoice
+    template_name = 'RIGS/invoice_list.html'
+
+    def get_queryset(self):
+        active = self.model.objects.filter(void=False).select_related('payment_set')
+        set = []
+        for invoice in active:
+            if invoice.balance != 0:
+                set.append(invoice)
+        return set
+
+
+class InvoiceDetail(generic.DetailView):
+    model = models.Invoice
+
+
+class InvoiceVoid(generic.View):
+    def get(self, request, *args, **kwargs):
+        pk = kwargs.get('pk')
+        object = get_object_or_404(models.Invoice, pk=pk)
+        object.void = not object.void
+        object.save()
+
+        if object.void:
+            return HttpResponseRedirect(reverse_lazy('invoice_list'))
+        return HttpResponseRedirect(reverse_lazy('invoice_detail', kwargs={'pk': object.pk}))
+
+
+class PaymentCreate(generic.CreateView):
+    model = models.Payment
+
+    def get_initial(self):
+        initial = super(generic.CreateView, self).get_initial()
+        invoicepk = self.request.GET.get('invoice', self.request.POST.get('invoice', None))
+        if invoicepk == None:
+            raise Http404()
+        invoice = get_object_or_404(models.Invoice, pk=invoicepk)
+        initial.update({'invoice': invoice})
+        return initial
+
+    def get_success_url(self):
+        messages.info(self.request, "location.reload()")
+        return reverse_lazy('closemodal')
+
+
+class PaymentDelete(generic.DeleteView):
+    model = models.Payment
+
+    def get_success_url(self):
+        return self.request.POST.get('next')

RIGS/migrations/0017_auto_20150129_2041.py

@@ -0,0 +1,17 @@
+# -*- coding: utf-8 -*-
+from __future__ import unicode_literals
+
+from django.db import models, migrations
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ('RIGS', '0016_auto_20150127_1905'),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name='invoice',
+            options={'permissions': (('view_invoice', 'Can view Invoices'),)},
+        ),
+    ]

RIGS/models.py

@@ -242,6 +242,9 @@ class Event(models.Model, RevisionMixin):
     collector = models.CharField(max_length=255, blank=True, null=True)
 
     # Calculated values
+    """
+    EX Vat
+    """
     @property
     def sum_total(self):
         total = 0
@@ -257,6 +260,9 @@ class Event(models.Model, RevisionMixin):
     def vat(self):
         return self.sum_total * self.vat_rate.rate
 
+    """
+    Inc VAT
+    """
     @property
     def total(self):
         return self.sum_total + self.vat
@@ -313,19 +319,44 @@ class Invoice(models.Model):
     invoice_date = models.DateField(auto_now_add=True)
     void = models.BooleanField()
 
+    @property
+    def sum_total(self):
+        return self.event.sum_total
+
+    @property
+    def total(self):
+        return self.event.total
+
+    @property
+    def payment_total(self):
+        total = 0
+        for payment in self.payment_set.all():
+            total += payment.amount
+        return total
+
+    @property
+    def balance(self):
+        return self.sum_total - self.payment_total
+
+    def __str__(self):
+        return "%i: %s (%.2f)" % (self.pk, self.event, self.balance)
+
+    class Meta:
+        permissions = (
+            ('view_invoice', 'Can view Invoices'),
+        )
+
 
 class Payment(models.Model):
     CASH = 'C'
     INTERNAL = 'I'
     EXTERNAL = 'E'
     SUCORE = 'SU'
-    MEMBERS = 'M'
     METHODS = (
         (CASH, 'Cash'),
         (INTERNAL, 'Internal'),
         (EXTERNAL, 'External'),
         (SUCORE, 'SU Core'),
-        (MEMBERS, 'Members'),
     )
 
     invoice = models.ForeignKey('Invoice')

RIGS/templates/RIGS/invoice_detail.html

@@ -0,0 +1,108 @@
+{% extends 'base.html' %}
+
+{% block title %}Invoice {{ object.pk }}{% endblock %}
+
+{% block content %}
+    <div class="col-sm-12">
+        <h2>Invoice {{ object.pk }}</h2>
+
+        <div class="row">
+            <div class="col-sm-6">
+                <div class="panel panel-default">
+                    <div class="panel-heading">Invoice Details</div>
+                    <div class="panel-body">
+                        {% if object.event.organisation %}
+                            {{ object.event.organisation.name }}<br/>
+                            {{ object.event.organisation.address|linebreaksbr }}
+                        {% else %}
+                            {{ object.event.person.name }}<br/>
+                            {{ object.event.person.address|linebreaksbr }}
+                        {% endif %}
+                    </div>
+                </div>
+            </div>
+            <div class="col-sm-6">
+                <div class="panel panel-{% if object.void %}danger{% else %}info{% endif %}">
+                    <div class="panel-heading">Event Details</div>
+                    <div class="panel-body">
+                        <dl class="dl-horizontal">
+                            <dt>Event Number</dt>
+                            <dd>N{{ object.event.pk|stringformat:"05d" }}</dd>
+
+                            <dt>Event</dt>
+                            <dd>{{ objet.event.pk }}</dd>
+
+                            <dt>Event Venue</dt>
+                            <dd>{{ object.event.venue }}</dd>
+
+                            <dt>Event MIC</dt>
+                            <dd>{{ object.event.mic.name }}</dd>
+
+                            <dt>Status</dt>
+                            <dd>{{ object.event.get_status_display }}</dd>
+
+                            {% if object.event.dry_hire %}
+                                <dd>&nbsp;</dd>
+                                <dt>Checked In By</dt>
+                                <dd>{{ object.checked_in_by.name }}</dd>
+                            {% endif %}
+
+                            <dt>PO</dt>
+                            <dd>{{ object.event.purchase_order }}</dd>
+                        </dl>
+                    </div>
+                </div>
+            </div>
+        </div>
+
+        <div class="row">
+            <div class="col-sm-6">
+                <div class="panel panel-default">
+                    <div class="panel-body">
+                        <div class="pull-right">
+                            <a href="{% url 'payment_create' %}?invoice={{ object.pk }}"
+                               class="btn btn-default modal-href"
+                               data-target="#{{ form.person.id_for_label }}">
+                                <span class="glyphicon glyphicon-plus"></span> Add
+                            </a>
+                        </div>
+                        <table class="table table-hover">
+                            <thead>
+                            <tr>
+                                <td>Date</td>
+                                <td>Amount</td>
+                                <td>Method</td>
+                                <td></td>
+                            </tr>
+                            </thead>
+                            <tbody>
+                            {% for payment in object.payment_set.all %}
+                                <tr>
+                                    <td>{{ payment.date }}</td>
+                                    <td>{{ payment.amount|floatformat:2 }}</td>
+                                    <td>{{ payment.get_method_display }}</td>
+                                    <td>
+                                        <a href="{% url 'payment_delete' payment.pk %}"
+                                           class="btn btn-small btn-danger"><span class="glyphicon glyphicon-remove"</a>
+                                    </td>
+                                </tr>
+                            {% endfor %}
+                            </tbody>
+                        </table>
+                    </div>
+                </div>
+            </div>
+
+            <div class="col-sm-6">
+                <div class="panel panel-default">
+                    <div class="panel-body">
+                        {% with object.event as object %}
+                            {% include 'RIGS/item_table.html' %}
+                        {% endwith %}
+                    </div>
+                </div>
+            </div>
+        </div>
+
+    </div>
+{% endblock %}

RIGS/templates/RIGS/invoice_list.html

@@ -0,0 +1,35 @@
+{% extends 'base.html' %}
+
+{% block title %}Active Invoices{% endblock %}
+
+{% block content %}
+    <div class="col-sm-12">
+        <h2>Active Invoices</h2>
+        <table class="table table-responsive table-hover">
+            <thead>
+            <tr>
+                <th>#</th>
+                <th>Event</th>
+                <th>Invoice Date</th>
+                <th>Balance</th>
+                <th></th>
+            </tr>
+            </thead>
+            <tbody>
+            {% for object in object_list %}
+                <tr>
+                    <td>{{ object.pk }}</td>
+                    <td>{{ object.event }}</td>
+                    <td>{{ object.invoice_date }}</td>
+                    <td>{{ object.balance|floatformat:2 }}</td>
+                    <td class="text-right">
+                        <a href="{% url 'invoice_detail' object.pk %}" class="btn btn-default">
+                            <span class="glyphicon glyphicon-pencil"></span>
+                        </a>
+                    </td>
+                </tr>
+            {% endfor %}
+            </tbody>
+        </table>
+    </div>
+{% endblock %}

RIGS/templates/RIGS/payment_confirm_delete.html

@@ -0,0 +1,37 @@
+{% extends 'base.html' %}
+
+{% block title %}Delete payment on invoice {{ object.invoice.pk }}{% endblock %}
+
+{% block content %}
+    <div class="col-sm-offset-2 col-sm-8">
+        <div class="alert alert-danger" role="alert">
+            <h2>Delete payment on invoice {{ object.invoice.pk }}</h2>
+
+            <p>Are you sure you wish to delete a payment for £{{ object.amount|floatformat:2 }}
+                ({{ object.get_method_display }})
+                from {{ object.date }} on invoice {{ object.invoice.pk }}.</p>
+
+            <p class="text-center"><strong>This action cannot be undone!</strong></p>
+
+            <div class="row">
+                <div class="col-sm-12">
+                    <form action="{{ action_link }}" method="post">{% csrf_token %}
+                        <input type="hidden" name="next" value="{% url 'invoice_detail' object.invoice.pk %}"/>
+                        <a href="{% url 'invoice_detail' object.invoice.pk %}" class="btn btn-default col-sm-1">No</a>
+                        <a href="{% url 'invoice_detail' object.invoice.pk %}" class="btn btn-default col-sm-1">No</a>
+                        <a href="{% url 'invoice_detail' object.invoice.pk %}" class="btn btn-default col-sm-1">No</a>
+                        <a href="{% url 'invoice_detail' object.invoice.pk %}" class="btn btn-default col-sm-1">No</a>
+                        <a href="{% url 'invoice_detail' object.invoice.pk %}" class="btn btn-default col-sm-1">No</a>
+                        <a href="{% url 'invoice_detail' object.invoice.pk %}" class="btn btn-default col-sm-1">No</a>
+                        <a href="{% url 'invoice_detail' object.invoice.pk %}" class="btn btn-default col-sm-1">No</a>
+                        <a href="{% url 'invoice_detail' object.invoice.pk %}" class="btn btn-default col-sm-1">No</a>
+                        <input type="submit" value="Yes" class="btn btn-danger col-sm-1"/>
+                        <a href="{% url 'invoice_detail' object.invoice.pk %}" class="btn btn-default col-sm-1">No</a>
+                        <a href="{% url 'invoice_detail' object.invoice.pk %}" class="btn btn-default col-sm-1">No</a>
+                        <a href="{% url 'invoice_detail' object.invoice.pk %}" class="btn btn-default col-sm-1">No</a>
+                    </form>
+                </div>
+            </div>
+        </div>
+    </div>
+{% endblock %}

RIGS/templates/RIGS/payment_form.html

@@ -0,0 +1,51 @@
+{% extends 'base_ajax.html' %}
+{% load widget_tweaks %}
+
+{% block title %}Add Payment{% endblock %}
+
+{% block content %}
+    <div class="row">
+        <div class="col-sm-offset-3 col-sm-6">
+            <form action="{{ form.action|default:request.path }}" method="post" class="form-horizontal">{% csrf_token %}
+                <input type="hidden" name="{{ form.invoice.name }}" value="{{ form.invoice.value }}"/>
+
+                <div class="row">
+                    {% include 'form_errors.html' %}
+                    <div class="form-group">
+                        <label class="col-sm-2 control-label"
+                               for="{{ form.date.id_for_label }}">{{ form.date.label }}</label>
+
+                        <div class="col-sm-10">
+                            {% render_field form.date type="date" class+="form-control" %}
+                        </div>
+                    </div>
+
+                    <div class="form-group">
+                        <label class="col-sm-2 control-label"
+                               for="{{ form.amount.id_for_label }}">{{ form.amount.label }}</label>
+
+                        <div class="col-sm-10">
+                            <div class="input-group">
+                                <div class="input-group-addon">£</div>
+                                {% render_field form.amount class+="form-control" %}
+                            </div>
+                        </div>
+                    </div>
+                    <div class="form-group">
+                        <label class="col-sm-2 control-label"
+                               for="{{ form.method.id_for_label }}">{{ form.method.label }}</label>
+
+                        <div class="col-sm-10">
+                            {% render_field form.method class+="form-control" %}
+                        </div>
+                    </div>
+                    <div class="text-right col-sm-3 col-sm-offset-9">
+                        <div class="form-group">
+                            <input type="submit" class="form-control btn btn-primary"/>
+                        </div>
+                    </div>
+                </div>
+            </form>
+        </div>
+    </div>
+{% endblock %}

RIGS/urls.py

@@ -1,6 +1,6 @@
 from django.conf.urls import patterns, include, url
 from django.contrib.auth.decorators import login_required
-from RIGS import views, rigboard
+from RIGS import views, rigboard, finance
 from django.views.generic import RedirectView
 
 from PyRIGS.decorators import permission_required_with_403
@@ -74,7 +74,25 @@ urlpatterns = patterns('',
                        url(r'^event/(?P<pk>\d+)/duplicate/$',
                            permission_required_with_403('RIGS.add_event')(rigboard.EventDuplicate.as_view()),
                            name='event_duplicate'),
-                       url(r'^event/archive/$', login_required()(rigboard.EventArchive.as_view()), name='event_archive'),
+                       url(r'^event/archive/$', login_required()(rigboard.EventArchive.as_view()),
+                           name='event_archive'),
+
+                       # Finance
+                       url(r'^invoice/$',
+                           permission_required_with_403('RIGS.view_invoice')(finance.InvoiceIndex.as_view()),
+                           name='invoice_list'),
+                       url(r'^invoice/(?P<pk>\d+)/$',
+                           permission_required_with_403('RIGS.view_invoice')(finance.InvoiceDetail.as_view()),
+                           name='invoice_detail'),
+                       url(r'^invoice/(?P<pk>\d+)/void/$',
+                           permission_required_with_403('RIGS.change_invoice')(finance.InvoiceVoid.as_view()),
+                           name='invoice_void'),
+                       url(r'^payment/create/$',
+                           permission_required_with_403('RIGS.add_payment')(finance.PaymentCreate.as_view()),
+                           name='payment_create'),
+                       url(r'^payment/(?P<pk>\d+)/delete/$',
+                           permission_required_with_403('RIGS.add_payment')(finance.PaymentDelete.as_view()),
+                           name='payment_delete'),
 
                        # API
                        url(r'^api/(?P<model>\w+)/$', (views.SecureAPIRequest.as_view()), name="api_secure"),
@@ -85,6 +103,7 @@ urlpatterns = patterns('',
                        url(r'^bookings/$', RedirectView.as_view(pattern_name='rigboard')),
                        url(r'^bookings/past/$', RedirectView.as_view(pattern_name='event_archive')),
                        # Calendar may have gone away, redirect to the archive for now
-                       url(r'^rigboard/calendar/$', RedirectView.as_view(pattern_name='event_archive', permanent=False)),
+                       url(r'^rigboard/calendar/$',
+                           RedirectView.as_view(pattern_name='event_archive', permanent=False)),
 )