Basic implementation of invoice call validation

counter/forms.py

@@ -10,6 +10,7 @@ from django.utils.translation import gettext_lazy as _
 from django_celery_beat.models import ClockedSchedule
 from phonenumber_field.widgets import RegionalPhoneNumberWidget
 
+from club.models import Club
 from club.widgets.ajax_select import AutoCompleteSelectClub
 from core.models import User
 from core.views.forms import (
@@ -29,6 +30,7 @@ from counter.models import (
     Counter,
     Customer,
     Eticket,
+    InvoiceCall,
     Product,
     Refilling,
     ReturnableProduct,
@@ -478,3 +480,39 @@ class BaseBasketForm(forms.BaseFormSet):
 BasketForm = forms.formset_factory(
     BasketProductForm, formset=BaseBasketForm, absolute_max=None, min_num=1
 )
+
+
+class InvoiceCallForm(forms.Form):
+    def __init__(self, *args, month, clubs: list[Club] | None = None, **kwargs):
+        super().__init__(*args, **kwargs)
+        self.month = month
+        self.clubs = clubs
+
+        if self.clubs is None:
+            self.clubs = []
+
+        invoices = {
+            i["club_id"]: i["is_validated"]
+            for i in InvoiceCall.objects.filter(
+                club__in=self.clubs, month=self.month
+            ).values("club_id", "is_validated")
+        }
+
+        for club in self.clubs:
+            is_validated = invoices.get(club.id, False)
+
+            self.fields[f"club_{club.id}"] = forms.BooleanField(
+                required=False, initial=is_validated
+            )
+
+    def save(self):
+        for club in self.clubs:
+            field_name = f"club_{club.id}"
+            is_validated = self.cleaned_data.get(field_name, False)
+
+            InvoiceCall.objects.update_or_create(
+                month=self.month, club=club, defaults={"is_validated": is_validated}
+            )
+
+    def get_club_name(self, club_id):
+        return f"club_{club_id}"

counter/migrations/0032_invoicecall.py

@@ -0,0 +1,45 @@
+# Generated by Django 5.2.3 on 2025-09-09 10:24
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+import counter.models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("club", "0014_alter_club_options_rename_unix_name_club_slug_name_and_more"),
+        ("counter", "0031_alter_counter_options"),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="InvoiceCall",
+            fields=[
+                (
+                    "id",
+                    models.AutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                (
+                    "is_validated",
+                    models.BooleanField(default=False, verbose_name="is validated"),
+                ),
+                ("month", counter.models.MonthField(verbose_name="invoice date")),
+                (
+                    "club",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE, to="club.club"
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "Invoice call",
+                "verbose_name_plural": "Invoice calls",
+            },
+        ),
+    ]

counter/models.py

@@ -1395,3 +1395,49 @@ class ScheduledProductAction(PeriodicTask):
         # adapted in the case of scheduled product action,
         # so we skip it and execute directly Model.validate_unique
         return super(PeriodicTask, self).validate_unique(*args, **kwargs)
+
+
+class MonthField(models.DateField):
+    description = _("Year + month field (day forced to 1)")
+    default_error_messages = {
+        "invalid": _(
+            "“%(value)s” value has an invalid date format. It must be "
+            "in YYYY-MM format."
+        ),
+        "invalid_date": _(
+            "“%(value)s” value has the correct format (YYYY-MM) "
+            "but it is an invalid date."
+        ),
+    }
+
+    def to_python(self, value):
+        if isinstance(value, date):
+            return value.replace(day=1)
+
+        if isinstance(value, str):
+            try:
+                year, month = map(int, value.split("-"))
+                return date(year, month, 1)
+            except (ValueError, TypeError) as err:
+                raise ValueError(
+                    self.error_messages["invalid"] % {"value": value}
+                ) from err
+
+        return super().to_python(value)
+
+
+class InvoiceCall(models.Model):
+    is_validated = models.BooleanField(verbose_name=_("is validated"), default=False)
+    club = models.ForeignKey(Club, on_delete=models.CASCADE)
+    month = MonthField(verbose_name=_("invoice date"))
+
+    class Meta:
+        verbose_name = _("Invoice call")
+        verbose_name_plural = _("Invoice calls")
+
+    def __str__(self):
+        return f"invoice call of {self.month} made by {self.club}"
+
+    def save(self, *args, **kwargs):
+        self.month = self._meta.get_field("month").to_python(self.month)
+        super().save(*args, **kwargs)

counter/templates/counter/invoices_call.jinja

@@ -15,24 +15,32 @@
     </select>
     <input type="submit" value="{% trans %}Go{% endtrans %}" />
   </form>
-  <br>
-  <p>{% trans %}CB Payments{% endtrans %} : {{ sum_cb }} €</p>
-  <br>
-  <table>
-    <thead>
-      <td>{% trans %}Club{% endtrans %}</td>
-      <td>{% trans %}Sum{% endtrans %}</td>
-    </thead>
-    <tbody>
-      {% for i in sums %}
-        <tr>
-          <td>{{ i['club__name'] }}</td>
-          <td>{{ i['selling_sum'] }} €</td>
-        </tr>
-      {% endfor %}
-    </tbody>
-  </table>
-{% endblock %}
-
 
+  <form method="post" action="">
+    {% csrf_token %}
+    <br>
+    <p>{% trans %}CB Payments{% endtrans %} : {{ sum_cb }} €</p>
+    <br>
 
+    <table>
+      <thead>
+        <td>{% trans %}Club{% endtrans %}</td>
+        <td>{% trans %}Sum{% endtrans %}</td>
+        <td>{% trans %}Validated{% endtrans %}</td>
+      </thead>
+      <tbody>
+        {% for data in club_data %}
+          <tr>
+            <td>{{ data.club.name }}</td>
+            <td>{{"%.2f"|format(data.sum)}} €</td>
+            <td>
+              {{ form[form.get_club_name(data.club.id)] }}
+            </td>
+          </tr>
+        {% endfor %}
+      </tbody>
+    </table>
+    <input type="hidden" name="month" value="{{ start_date|date('Y-m') }}">
+    <button type="submit">{% trans %}Save validation{% endtrans %}</button>
+  </form>
+{% endblock %}

counter/tests/test_invoices.py

@@ -0,0 +1,33 @@
+from datetime import date
+
+import pytest
+from model_bakery import baker
+
+from club.models import Club
+from counter.models import InvoiceCall
+
+
+@pytest.mark.django_db
+def test_invoice_date_with_date():
+    club = baker.make(Club)
+    invoice = InvoiceCall.objects.create(club=club, month=date(2025, 10, 20))
+
+    assert not invoice.is_validated
+    assert str(invoice) == f"invoice call of {invoice.month} made by {club}"
+    assert invoice.month == date(2025, 10, 1)
+
+
+@pytest.mark.django_db
+def test_invoice_date_with_string():
+    club = baker.make(Club)
+    invoice = InvoiceCall.objects.create(club=club, month="2025-10")
+
+    assert invoice.month == date(2025, 10, 1)
+
+
+@pytest.mark.django_db
+def test_invoice_call_invalid_month_string():
+    club = baker.make(Club)
+
+    with pytest.raises(ValueError):
+        InvoiceCall.objects.create(club=club, month="2025-13")

counter/views/invoice.py

@@ -12,15 +12,17 @@
 # OR WITHIN THE LOCAL FILE "LICENSE"
 #
 #
-from datetime import datetime, timedelta
+from datetime import date, datetime, timedelta
 from datetime import timezone as tz
 
-from django.db.models import F
+from django.db.models import Exists, F, OuterRef
+from django.shortcuts import redirect
 from django.utils import timezone
 from django.views.generic import TemplateView
 
 from counter.fields import CurrencyField
-from counter.models import Refilling, Selling
+from counter.forms import InvoiceCallForm
+from counter.models import Club, InvoiceCall, Refilling, Selling
 from counter.views.mixins import CounterAdminMixin, CounterAdminTabsMixin
 
 
@@ -28,48 +30,82 @@ class InvoiceCallView(CounterAdminTabsMixin, CounterAdminMixin, TemplateView):
     template_name = "counter/invoices_call.jinja"
     current_tab = "invoices_call"
 
+    def dispatch(self, request, *args, **kwargs):
+        previous_month = (date.today().replace(day=1) - timedelta(days=1)).strftime(
+            "%Y-%m"
+        )
+
+        if request.method == "GET" and "month" not in request.GET:
+            request.GET = request.GET.copy()
+            request.GET["month"] = previous_month
+
+        if request.method == "POST" and "month" not in request.POST:
+            request.POST = request.POST.copy()
+            request.POST["month"] = previous_month
+
+        return super().dispatch(request, *args, **kwargs)
+
+    def get(self, request, *args, **kwargs):
+        month_str = request.GET.get("month")
+
+        try:
+            start_date = datetime.strptime(month_str, "%Y-%m").date()
+            today = timezone.now().date().replace(day=1)
+            if start_date > today:
+                return redirect("counter:invoices_call")
+        except ValueError:
+            return redirect("counter:invoices_call")
+        return super().get(request, *args, **kwargs)
+
     def get_context_data(self, **kwargs):
         """Add sums to the context."""
         kwargs = super().get_context_data(**kwargs)
-        kwargs["months"] = Selling.objects.datetimes("date", "month", order="DESC")
+
-        if "month" in self.request.GET:
+        months_with_sellings = list(
+            Selling.objects.datetimes("date", "month", order="DESC")
+        )
+
+        first_month = months_with_sellings[-1].replace(day=1).date()
+        last_month = (date.today().replace(day=1) - timedelta(days=1)).replace(day=1)
+        current = last_month
+        months = []
+
+        while current >= first_month:
+            months.append(current)
+            current = (current.replace(day=1) - timedelta(days=1)).replace(day=1)
+
+        kwargs["months"] = months
+
+        month_str = self.request.GET.get("month")
+
+        try:
             start_date = datetime.strptime(self.request.GET["month"], "%Y-%m")
-        else:
+        except ValueError:
-            start_date = datetime(
+            return redirect("counter:invoices_call")
-                year=timezone.now().year,
+
-                month=(timezone.now().month + 10) % 12 + 1,
-                day=1,
-            )
         start_date = start_date.replace(tzinfo=tz.utc)
         end_date = (start_date + timedelta(days=32)).replace(
             day=1, hour=0, minute=0, microsecond=0
         )
         from django.db.models import Case, Sum, When
 
-        kwargs["sum_cb"] = sum(
+        kwargs["sum_cb"] = Refilling.objects.filter(
-            [
+            payment_method="CARD",
-                r.amount
+            is_validated=True,
-                for r in Refilling.objects.filter(
+            date__gte=start_date,
-                    payment_method="CARD",
+            date__lte=end_date,
-                    is_validated=True,
+        ).aggregate(amount=Sum(F("amount"), default=0))["amount"]
-                    date__gte=start_date,
+
-                    date__lte=end_date,
+        kwargs["sum_cb"] += Selling.objects.filter(
-                )
+            payment_method="CARD",
-            ]
+            is_validated=True,
-        )
+            date__gte=start_date,
-        kwargs["sum_cb"] += sum(
+            date__lte=end_date,
-            [
+        ).aggregate(amount=Sum(F("quantity") * F("unit_price"), default=0))["amount"]
-                s.quantity * s.unit_price
+
-                for s in Selling.objects.filter(
-                    payment_method="CARD",
-                    is_validated=True,
-                    date__gte=start_date,
-                    date__lte=end_date,
-                )
-            ]
-        )
         kwargs["start_date"] = start_date
-        kwargs["sums"] = (
+
+        kwargs["sums"] = list(
             Selling.objects.values("club__name")
             .annotate(
                 selling_sum=Sum(
@@ -86,4 +122,55 @@ class InvoiceCallView(CounterAdminTabsMixin, CounterAdminMixin, TemplateView):
             .exclude(selling_sum=None)
             .order_by("-selling_sum")
         )
+
+        club_names = [i["club__name"] for i in kwargs["sums"]]
+        clubs = Club.objects.filter(name__in=club_names)
+
+        invoice_calls = InvoiceCall.objects.filter(month=month_str, club__in=clubs)
+        invoice_statuses = {ic.club.name: ic.is_validated for ic in invoice_calls}
+
+        kwargs["form"] = InvoiceCallForm(clubs=clubs, month=month_str)
+
+        kwargs["club_data"] = []
+        for club in clubs:
+            selling_sum = next(
+                (
+                    item["selling_sum"]
+                    for item in kwargs["sums"]
+                    if item["club__name"] == club.name
+                ),
+                0,
+            )
+            kwargs["club_data"].append(
+                {
+                    "club": club,
+                    "sum": selling_sum,
+                    "validated": invoice_statuses.get(club.name, False),
+                }
+            )
+
         return kwargs
+
+    def post(self, request, *args, **kwargs):
+        month_str = request.POST.get("month")
+
+        try:
+            start_date = datetime.strptime(month_str, "%Y-%m")
+            start_date = date(start_date.year, start_date.month, 1)
+        except ValueError:
+            return redirect(request.path)
+
+        selling_subquery = Selling.objects.filter(
+            club=OuterRef("pk"),
+            date__year=start_date.year,
+            date__month=start_date.month,
+        )
+
+        clubs = Club.objects.filter(Exists(selling_subquery))
+
+        form = InvoiceCallForm(request.POST, clubs=clubs, month=month_str)
+
+        if form.is_valid():
+            form.save()
+
+        return redirect(f"{request.path}?month={request.POST.get('month', '')}")