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__copyright__ = "Copyright © Stichting SciPost (SciPost Foundation)"
__license__ = "AGPL v3"
from django.contrib.sessions.backends.db import SessionStore
from django.urls import reverse_lazy
from django.db.models import Q, Case, DateField, Max, Min, Sum, Value, When, F
from django.utils import timezone
from crispy_forms.layout import Layout, Div, Field, ButtonHolder, Submit
from crispy_bootstrap5.bootstrap5 import FloatingField
from common.forms import HTMXDynSelWidget
from finances.constants import (
SUBSIDY_STATUS,
SUBSIDY_TYPE_SPONSORSHIPAGREEMENT,
SUBSIDY_TYPES,
)
from organizations.models import Organization
from scipost.fields import UserModelChoiceField
from .models import Subsidy, SubsidyPayment, SubsidyAttachment, WorkLog
class SubsidyForm(forms.ModelForm):
url="/organizations/organization-autocomplete",
attrs={
"data-html": True,
"style": "width: 100%",
},
renewal_of = forms.ModelMultipleChoiceField(
queryset=Subsidy.objects.all(),
widget=autocomplete.ModelSelect2Multiple(
url=reverse_lazy("finances:subsidy_autocomplete"),
attrs={
"data-html": True,
"style": "width: 100%",
},
),
help_text=("Start typing, and select from the popup."),
class Meta:
model = Subsidy
fields = [
"organization",
"subsidy_type",
"description",
"amount",
"amount_publicly_shown",
"status",
"paid_on",
"date_from",
"date_until",
"renewable",
"renewal_of",
]
widgets = {
"paid_on": forms.DateInput(attrs={"type": "date"}),
"date_from": forms.DateInput(attrs={"type": "date"}),
"date_until": forms.DateInput(attrs={"type": "date"}),
}
organization_query = forms.CharField(
max_length=128,
required=False,
label="Organization name or acronym",
)
country = forms.CharField(
max_length=32,
required=False,
label="Country name or code",
)
status = forms.MultipleChoiceField(
label="Status",
choices=SUBSIDY_STATUS,
required=False,
)
type = forms.MultipleChoiceField(
choices=SUBSIDY_TYPES,
required=False,
)
active_year = forms.ChoiceField(
label="Active year",
required=False,
)
orderby = forms.ChoiceField(
label="Order by",
choices=(
("amount", "Amount"),
("date_from", "Date from"),
("date_until", "Date until"),
("annot_renewal_action_date", "Renewal date"),
),
required=False,
)
ordering = forms.ChoiceField(
label="Ordering",
choices=(
)
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.helper = FormHelper()
self.helper.layout = Layout(
Div(
Div(
Div(FloatingField("organization_query"), css_class="col"),
Div(
FloatingField("active_year"),
css_class="col-4 col-sm-3 col-md-2 col-lg-4 col-xl-3 col-xxl-2",
),
css_class="row mb-0",
),
Div(
Div(FloatingField("country"), css_class="col-12 col-lg-4"),
Div(FloatingField("orderby"), css_class="col-6 col-lg-4"),
Div(FloatingField("ordering"), css_class="col-6 col-lg-4"),
css_class="row mb-0",
),
css_class="col-12 col-lg",
),
Div(Field("status", size=6), css_class="col-12 col-lg-auto"),
Div(Field("type", size=6), css_class="col-12 col-lg-auto"),
css_class="row mb-0",
min_year, max_year = (
Subsidy.objects.all()
.aggregate(min=Min("date_from"), max=Max("date_until"))
.values()
)
self.fields["active_year"].choices = [("", "---")] + [
(year, year) for year in range(min_year.year, max_year.year + 1)
]
def search_results(self, user):
if user.groups.filter(name="Financial Administrators").exists():
subsidies = Subsidy.objects.all()
else:
subsidies = Subsidy.objects.obtained()
# Include `renewal_action_date` property in queryset
subsidies = subsidies.annotate(
annot_renewal_action_date=Case(
When(
Q(subsidy_type=SUBSIDY_TYPE_SPONSORSHIPAGREEMENT),
then=F("date_until") - datetime.timedelta(days=122),
),
default=Value(None),
output_field=DateField(),
)
)
if organization_query := self.cleaned_data["organization_query"]:
Q(organization__name__unaccent__icontains=organization_query)
| Q(organization__acronym__unaccent__icontains=organization_query)
)
if self.cleaned_data["country"]:
subsidies = subsidies.filter(
organization__country__icontains=self.cleaned_data["country"],
)
if status := self.cleaned_data["status"]:
subsidies = subsidies.filter(status__in=status)
if subsidy_type := self.cleaned_data["type"]:
subsidies = subsidies.filter(subsidy_type__in=subsidy_type)
if active_year := self.cleaned_data["active_year"]:
subsidies = subsidies.filter(
Q(date_from__year__lte=int(active_year))
& Q(date_until__year__gte=int(active_year))
)
# Ordering of subsidies
# Only order if both fields are set
if (orderby_value := self.cleaned_data.get("orderby")) and (
ordering_value := self.cleaned_data.get("ordering")
):
# Remove the + from the ordering value, causes a Django error
ordering_value = ordering_value.replace("+", "")
# Ordering string is built by the ordering (+/-), and the field name
# from the orderby field split by "," and joined together
subsidies = subsidies.order_by(
*[
ordering_value + order_part
for order_part in orderby_value.split(",")
]
)
class SubsidyPaymentForm(forms.ModelForm):
class Meta:
model = SubsidyPayment
fields = (
"subsidy",
"reference",
"amount",
"date_scheduled",
)
widgets = {
"date_scheduled": forms.DateInput(attrs={"type": "date"}),
}
invoice = forms.ChoiceField(required=False)
proof_of_payment = forms.ChoiceField(required=False)
def __init__(self, *args, **kwargs):
subsidy = kwargs.pop("subsidy")
super().__init__(*args, **kwargs)
self.fields["subsidy"].initial = subsidy
self.fields["subsidy"].widget = forms.HiddenInput()
invoice_qs = subsidy.attachments.unattached().invoices()
if self.instance.invoice:
invoice_qs |= SubsidyAttachment.objects.filter(id=self.instance.invoice.id)
self.fields["invoice"].initial = self.instance.invoice.id
proofs_qs = subsidy.attachments.unattached().proofs_of_payment()
if self.instance.proof_of_payment:
proofs_qs |= SubsidyAttachment.objects.filter(
id=self.instance.proof_of_payment.id
)
self.fields["proof_of_payment"].initial = self.instance.proof_of_payment.id
self.fields["invoice"].choices = [(None, "---")] + [
(att.id, f"{att.attachment.name.split('/')[-1]}") for att in invoice_qs
self.fields["proof_of_payment"].choices = [(None, "---")] + [
(att.id, f"{att.attachment.name.split('/')[-1]}") for att in proofs_qs
self.helper = FormHelper()
self.helper.layout = Layout(
Field("subsidy"),
Div(
Div(Field("reference"), css_class="col-lg-5"),
Div(Field("amount"), css_class="col-lg-3"),
Div(Field("date_scheduled"), css_class="col-lg-4"),
css_class="row",
),
Div(
Div(Field("invoice"), css_class="col-lg-6"),
Div(Field("proof_of_payment"), css_class="col-lg-6"),
css_class="row",
),
ButtonHolder(Submit("submit", "Submit", css_class="btn-sm")),
def clean_invoice(self):
if invoice := self.cleaned_data["invoice"]:
invoice = SubsidyAttachment.objects.get(id=invoice)
return invoice
def clean_proof_of_payment(self):
if proof_of_payment := self.cleaned_data["proof_of_payment"]:
proof_of_payment = SubsidyAttachment.objects.get(id=proof_of_payment)
return proof_of_payment
def save(self, commit=True):
instance = super().save(commit=False)
instance.invoice = self.cleaned_data["invoice"] or None
instance.proof_of_payment = self.cleaned_data["proof_of_payment"] or None
if commit:
instance.save()
return instance
class SubsidyPaymentAmountDateChoiceField(forms.ModelChoiceField):
def label_from_instance(self, obj: SubsidyPayment):
return f"{obj.status} €{obj.amount} on {obj.date_scheduled}"
class SubsidyAttachmentInlineLinkForm(forms.ModelForm):
class Meta:
model = SubsidyAttachment
subsidy = forms.ModelChoiceField(
queryset=Subsidy.objects.all(),
url=reverse_lazy("finances:subsidy_dynsel"),
),
help_text=("Start typing, and select from the popup."),
required=False,
)
subsidy_payment = SubsidyPaymentAmountDateChoiceField(
queryset=SubsidyPayment.objects.none(),
widget=forms.RadioSelect(),
required=False,
)
payment_attachment_type = forms.ChoiceField(
choices=(
("proof_of_payment", "Proof of payment"),
("invoice", "Invoice"),
),
widget=forms.RadioSelect(),
)
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
self.fields["payment_attachment_type"].initial = "proof_of_payment"
# Set the queryset to the payments of the subsidy if the subsidy is set
if subsidy := self.initial.get("subsidy"):
self.fields["subsidy_payment"].queryset = subsidy.payments.all()
if subsidy_payment := self.initial.get("subsidy_payment"):
self.fields["subsidy_payment"].initial = subsidy_payment
if inferred_subsidy := getattr(subsidy_payment, "subsidy", None):
self.fields["subsidy"].initial = inferred_subsidy
self.fields["subsidy_payment"].queryset = (
inferred_subsidy.payments.all()
)
self.helper = FormHelper()
self.helper.layout = Layout(
Div(
Div(Field("subsidy"), css_class="col-5 col"),
Div(Field("payment_attachment_type"), css_class="col-2 col"),
Div(Field("subsidy_payment"), css_class="col-5 col"),
css_class="row mb-0",
)
)
# def clean_subsidy(self):
# return
def save(self):
# Link to payment
if subsidy_payment := self.cleaned_data["subsidy_payment"]:
if attachment_type := self.cleaned_data["payment_attachment_type"]:
setattr(subsidy_payment, attachment_type, self.instance)
self.instance.subsidy = subsidy_payment.subsidy
subsidy_payment.save()
self.instance.save()
return self.instance
def clean_subsidy_payment(self):
if subsidy_payment := self.cleaned_data["subsidy_payment"]:
subsidy_payment = SubsidyPayment.objects.get(id=subsidy_payment.id)
else:
self.add_error("subsidy_payment", "Please select a payment")
return subsidy_payment
class SubsidyAttachmentForm(forms.ModelForm):
class Meta:
model = SubsidyAttachment
fields = (
"subsidy",
"attachment",
"kind",
"date",
"description",
"visibility",
)
widgets = {
"date": forms.DateInput(attrs={"type": "date"}),
}
subsidy = forms.ModelChoiceField(
queryset=Subsidy.objects.all(),
widget=autocomplete.ModelSelect2(
url=reverse_lazy("finances:subsidy_autocomplete"),
attrs={
"data-html": True,
"style": "width: 100%",
},
),
help_text=("Start typing, and select from the popup."),
required=False,
)
# def clean(self):
# orphaned = self.cleaned_data["subsidy"] is None
# attachment_filename = self.cleaned_data["attachment"].name.split("/")[-1]
# # Allow misnamed orphans
# if orphaned:
# return
# filename_regex = (
# "^SciPost_"
# "[0-9]{4,}(-[0-9]{4,})?_[A-Z]{2,}_[\w]+_"
# "(Agreement|Invoice|ProofOfPayment|Other)"
# "(-[0-9]{2,})?(_[\w]+)?\.(pdf|docx|png)$"
# )
# pattern = re.compile(filename_regex)
# #
# if not pattern.match(attachment_filename):
# self.add_error(
# "attachment",
# "The filename does not match the required regex pattern "
# f"'{filename_regex}'",
# )
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from django.contrib.postgres.forms.ranges import DateRangeField
class SubsidyAttachmentSearchForm(forms.Form):
form_id = "subsidyattachment-orphaned-search-form"
kind = forms.MultipleChoiceField(
choices=SubsidyAttachment.KIND_CHOICES,
required=False,
)
filename = forms.CharField(
max_length=128,
required=False,
label="Filename",
)
description = forms.CharField(
max_length=128,
required=False,
)
visibility = forms.ChoiceField(
choices=[("", "Any")] + list(SubsidyAttachment.VISIBILITY_CHOICES),
required=False,
)
# is_orphaned = forms.BooleanField(
# required=False,
# label="Orphaned",
# )
date_from = forms.DateField(
label="From date",
widget=forms.DateInput(attrs={"type": "date"}),
required=False,
)
date_to = forms.DateField(
label="To date",
widget=forms.DateInput(attrs={"type": "date"}),
required=False,
)
orderby = forms.ChoiceField(
label="Order by",
choices=(
("date", "Date"),
("attachment", "Filename"),
),
required=False,
)
ordering = forms.ChoiceField(
label="Ordering",
choices=(
("+", "Ascending"),
("-", "Descending"),
),
required=False,
)
def __init__(self, *args, **kwargs):
self.user = kwargs.pop("user")
self.session_key = kwargs.pop("session_key", None)
super().__init__(*args, **kwargs)
# Set the initial values of the form fields from the session data
if self.session_key:
session = SessionStore(session_key=self.session_key)
for field_key in self.fields:
session_key = (
f"{self.form_id}_{field_key}"
if hasattr(self, "form_id")
else field_key
)
if session_value := session.get(session_key):
self.fields[field_key].initial = session_value
self.helper = FormHelper()
div_block_ordering = Div(
Div(FloatingField("orderby"), css_class="col-6 col-md-12 col-xl-6"),
Div(FloatingField("ordering"), css_class="col-6 col-md-12 col-xl-6"),
css_class="row mb-0",
)
div_block_checkbox = Div(
Div(Field("is_orphaned"), css_class="col-auto col-lg-12 col-xl-auto"),
css_class="row mb-0",
)
div_block_dates = Div(
Div(Field("date_from"), css_class="col-6"),
Div(Field("date_to"), css_class="col-6"),
css_class="row mb-0",
)
self.helper.layout = Layout(
Div(
Div(
Div(
Div(FloatingField("filename"), css_class="col"),
Div(
FloatingField("visibility"),
css_class="col-3 col-md-4 col-lg-2",
),
Div(FloatingField("description"), css_class="col-12"),
Div(div_block_ordering, css_class="col-12 col-md-6 col-xl-12"),
Div(div_block_checkbox, css_class="col-12 col-md-6 col-xl-12"),
css_class="row mb-0",
),
css_class="col",
),
Div(
Field("kind", size=4),
Div(div_block_dates, css_class="col-12"),
css_class="col-12 col-md-6 col-lg-4",
),
css_class="row mb-0",
),
)
def save_fields_to_session(self):
# Save the form data to the session
if self.session_key is not None:
session = SessionStore(session_key=self.session_key)
for field_key in self.cleaned_data:
session_key = (
f"{self.form_id}_{field_key}"
if hasattr(self, "form_id")
else field_key
)
if field_value := self.cleaned_data.get(field_key):
if isinstance(field_value, datetime.date):
field_value = field_value.strftime("%Y-%m-%d")
session[session_key] = field_value
session.save()
def apply_filter_set(self, filters: dict, none_on_empty: bool = False):
# Apply the filter set to the form
for key in self.fields:
if key in filters:
self.fields[key].initial = filters[key]
elif none_on_empty:
if isinstance(self.fields[key], forms.MultipleChoiceField):
self.fields[key].initial = []
else:
self.fields[key].initial = None
def search_results(self):
self.save_fields_to_session()
subsidy_attachments = SubsidyAttachment.objects.orphaned().distinct()
if filename := self.cleaned_data.get("filename"):
subsidy_attachments = subsidy_attachments.filter(
Q(attachment__icontains=filename)
)
if description := self.cleaned_data.get("description"):
subsidy_attachments = subsidy_attachments.filter(
description__icontains=description
)
if visibility := self.cleaned_data.get("visibility"):
subsidy_attachments = subsidy_attachments.filter(visibility=visibility)
if kind := self.cleaned_data.get("kind"):
subsidy_attachments = subsidy_attachments.filter(
kind__in=kind,
)
if (date_from := self.cleaned_data.get("date_from")) and (
date_to := self.cleaned_data.get("date_to")
):
subsidy_attachments = subsidy_attachments.filter(
date__gte=date_from, date__lte=date_to
)
# if is_orphaned := self.cleaned_data.get("is_orphaned"):
# subsidy_attachments = subsidy_attachments.orphaned()
# Ordering of subsidy_attachments
# Only order if both fields are set
if (orderby_value := self.cleaned_data.get("orderby")) and (
ordering_value := self.cleaned_data.get("ordering")
):
# Remove the + from the ordering value, causes a Django error
ordering_value = ordering_value.replace("+", "")
# Ordering string is built by the ordering (+/-), and the field name
# from the orderby field split by "," and joined together
subsidy_attachments = subsidy_attachments.order_by(
*[
ordering_value + order_part
for order_part in orderby_value.split(",")
]
)
return subsidy_attachments
#############
# Work logs #
#############
self.types = kwargs.pop("log_types", False)
self.fields["log_type"] = forms.ChoiceField(choices=self.types)
"comments",
"log_type",
"duration",
"comments": forms.Textarea(attrs={"rows": 4}),
"duration": forms.TextInput(attrs={"placeholder": "HH:MM:SS"}),
"""
Filter work logs given the requested date range and users.
"""
queryset=get_user_model().objects.filter(work_logs__isnull=False).distinct(),
required=True, widget=forms.DateInput(attrs={"type": "date"})
end = forms.DateField(required=True, widget=forms.DateInput(attrs={"type": "date"}))
hourly_rate = forms.FloatField(min_value=0, initial=HOURLY_RATE)
def __init__(self, *args, **kwargs):
super().__init__(*args, **kwargs)
if not any(self.fields[field].initial for field in ["start", "end"]):
current_month = datetime.date.today().replace(day=1)
last_month_end = current_month - datetime.timedelta(days=1)
last_month_start = last_month_end.replace(day=1)
self.fields["start"].initial = last_month_start
self.fields["end"].initial = last_month_end
self.helper = FormHelper()
self.helper.layout = Layout(
Div(
Div(FloatingField("employee"), css_class="col-9 col-md"),
Div(FloatingField("hourly_rate"), css_class="col-3 col-md-2"),
Div(FloatingField("start"), css_class="col-6 col-md-auto col-lg-2"),
Div(FloatingField("end"), css_class="col-6 col-md-auto col-lg-2"),
css_class="row mb-0 mt-2",
),
Submit("submit", "Filter"),
)
self.cleaned_data["months"] = [
dt
for dt in rrule(
dtstart=self.cleaned_data["start"],
until=self.cleaned_data["end"],
)
]
return self.cleaned_data.get("months", [])
def filter(self):
"""Filter work logs and return in user-grouped format."""
output = []
if self.is_valid():
if self.cleaned_data["employee"]:
user_qs = get_user_model().objects.filter(
id=self.cleaned_data["employee"].id
)
else:
user_qs = get_user_model().objects.filter(work_logs__isnull=False)
work_logs__work_date__gte=self.cleaned_data["start"],
work_logs__work_date__lte=self.cleaned_data["end"],
).distinct()
output = []
for user in user_qs:
logs = user.work_logs.filter(
work_date__gte=self.cleaned_data["start"],
work_date__lte=self.cleaned_data["end"],
).distinct()
output.append(
{
"logs": logs,
"duration": logs.aggregate(total=Sum("duration")),
"user": user,
}
)
"""Filter work logs and return in per-month format."""
if self.cleaned_data["employee"]:
user_qs = get_user_model().objects.filter(
id=self.cleaned_data["employee"].id
)
else:
user_qs = get_user_model().objects.filter(work_logs__isnull=False)
work_logs__work_date__gte=self.cleaned_data["start"],
work_logs__work_date__lte=self.cleaned_data["end"],
).distinct()
work_log_qs = WorkLog.objects.filter(
work_date__gte=self.cleaned_data["start"],
work_date__lte=self.cleaned_data["end"],
user__in=user_qs,
)
output = []
for user in user_qs:
total_time_per_month = [
work_log_qs.filter(
work_date__year=dt.year, work_date__month=dt.month, user=user
).aggregate(Sum("duration"))["duration__sum"]
for dt in self.get_months()
]
if self.cleaned_data["hourly_rate"]:
salary_per_month = [
(
duration.total_seconds()
/ 3600 # Convert to hours
* self.cleaned_data["hourly_rate"]
if duration is not None
else 0
)
for duration in total_time_per_month
]
else:
salary_per_month = []
"monthly_data": zip(
self.get_months(),
total_time_per_month,
salary_per_month,
),
"user": user,
}
)