import datetime
import decimal
from django.db import models
from django.contrib.localflavor.us.models import PhoneNumberField
from tagging.fields import TagField
TYPE_CHOICES = (
('INC', 'Income'),
('EXP', 'Expense'),
('COGS', 'Cost of Goods Sold'),
)
class Category(models.Model):
type = models.CharField(max_length=4,choices=TYPE_CHOICES)
name = models.CharField(max_length=50)
income = models.ForeignKey('self', null=True, blank=True, limit_choices_to = {'type__exact':'INC'}, help_text='Use this to enable tracking your costs of goods vs. income')
def __str__(self):
return "%s: %s" % (self.type,self.name)
class Meta:
verbose_name_plural = 'Categories'
ordering = ['type','name']
class Admin:
fields = (
(None, {
'fields': ('type','name')
}),
('Associate Costs of Goods Sold to an Income Category', {
'classes': 'collapse',
'fields' : ('income',)
}),
)
class BankAccount(models.Model):
type = models.CharField(max_length=50,help_text='Checking, Savings, Credit, etc.')
name = models.CharField(max_length=50)
initial_balance = models.DecimalField(max_digits=10, decimal_places=2, null=True,blank=True)
track_balance = models.BooleanField(help_text='Generate reports of the balance of this account over time.')
def __str__(self):
return "%s (%s)" % (self.name,self.type)
class Admin:
list_display = ('name','type')
ordering = ['-track_balance','name','type']
class AccountTransfer(models.Model):
date = models.DateField()
from_account = models.ForeignKey(BankAccount,related_name='transferred_from')
to_account = models.ForeignKey(BankAccount,related_name='transferred_to')
amount = models.DecimalField(max_digits=8, decimal_places=2)
memo = models.CharField(max_length=100,null=True,blank=True)
def __str__(self):
return "$%.2f from %s to %s" % (self.amount,self.from_account,self.to_account)
class Admin:
list_display = ('date','amount','from_account','to_account')
list_filter = ('to_account','from_account')
date_hierarchy = 'date'
class Person(models.Model):
name = models.CharField(max_length=100)
contact = models.CharField(max_length=100,null=True,blank=True)
phone = PhoneNumberField(null=True,blank=True)
website = models.URLField(null=True,blank=True)
email = models.EmailField(null=True,blank=True)
notes = models.CharField(max_length=100,null=True,blank=True)
def __unicode__(self):
return self.name
class Meta:
verbose_name_plural = 'People'
ordering = ['name']
class Employee(Person):
PAYMENT_CHOICES = (
('paypal', 'PayPal'),
('check', 'Mail Check'),
('wire', 'Wire Transfer'),
('elance', 'Elance'),
('other', 'Other'),
)
gmt_offset = models.DecimalField(max_digits=3, decimal_places=1, null=True, blank=True)
skills = TagField()
payment_preference = models.CharField(blank=True, max_length=100, choices=PAYMENT_CHOICES)
payment_notes = models.TextField(blank=True)
contract = models.DateField(blank=True, null=True, help_text="Date contractor contract was signed and received.")
hourly_rate = models.DecimalField(max_digits=5, decimal_places=2, blank=True, null=True, help_text="If rate varies, enter average and note below.")
currency = models.CharField(default="USD", max_length=3)
rate_notes = models.TextField(blank=True, help_text="Additional notes regarding contractor rates.")
def timezone(self):
if self.gmt_offset == int(self.gmt_offset):
gmt_offset = int(self.gmt_offset)
else:
gmt_offset = self.gmt_offset
if gmt_offset > 0:
gmt_offset = '+%s' % gmt_offset
return 'GMT%s' % gmt_offset
def under_contract(self):
if self.contract:
return True
return False
under_contract.boolean = True
def rate(self):
return "%s %s" % (self.hourly_rate, self.currency)
class Project(models.Model):
name = models.CharField(max_length=100)
employees = models.ManyToManyField(Employee)
start_date = models.DateField()
active = models.BooleanField(default=True)
def __unicode__(self):
return self.name
def total_invoiced(self):
#TODO aggregate support
total = decimal.Decimal("0.00")
for invoice in self.projectinvoice_set.all():
total += invoice.amount
return total
def total_cost(self):
#TODO aggregate support
total = decimal.Decimal("0.00")
for time in self.projecttime_set.all():
total += time.cost_converted
return total
def profit(self):
return self.total_invoiced() - self.total_cost()
class ProjectInvoice(models.Model):
"""
Invoice sent for project
"""
project = models.ForeignKey(Project)
date = models.DateField(default=datetime.date.today())
amount = models.DecimalField(max_digits=8, decimal_places=2)
def __unicode__(self):
return "$%s for %s on %s" % (self.amount, self.project, self.date)
class ProjectTime(models.Model):
"""
Hours spent by an employee on a project
"""
employee = models.ForeignKey(Employee)
project = models.ForeignKey(Project)
start_date = models.DateField(default=datetime.date.today())
end_date = models.DateField(default=datetime.date.today())
hours = models.DecimalField(max_digits=6, decimal_places=3)
cost = models.DecimalField(max_digits=9, decimal_places=2, blank=True, null=True, help_text="Leave blank to automatically calculate")
cost_converted = models.DecimalField(max_digits=9, decimal_places=2, blank=True, null=True, help_text="Cost converted to local currency")
def __unicode__(self):
return "%s on %s (%s-%s)" % (self.employee, self.project, self.start_date, self.end_date)
class Entry(models.Model):
category = models.ForeignKey(Category)
date = models.DateField()
name = models.ForeignKey(Person)
amount = models.DecimalField(max_digits=8, decimal_places=2)
bank_account = models.ForeignKey(BankAccount,related_name='paid_from',null=True,blank=True)
memo = models.CharField(max_length=100,null=True,blank=True)
def __str__(self):
return "$%.2f | %s | %s" % (self.amount,self.name,self.date)
class Meta:
verbose_name_plural = 'Entries'
class Admin:
list_display = ('date', 'name', 'category', 'amount')
date_hierarchy = 'date'
search_fields = ('name','memo')
list_filter = ('category','name','bank_account')
) is private.
