person bilan added and renamed classes

This commit is contained in:
Pierre Brunet 2016-12-14 18:04:57 +01:00 committed by Skia
parent 147287f9a9
commit 6bb1e0e418
6 changed files with 247 additions and 46 deletions

View File

@ -1,33 +0,0 @@
{% extends "core/base.jinja" %}
{% block title %}
{% trans %}General journal:{% endtrans %} {{ object.name }}
{% endblock %}
{% block content %}
<h2>{% trans %}Nature bilan: {% endtrans %} {{ object.name }}</h2>
<h3>{% trans %}Credit{% endtrans %}</h3>
<table>
<thead>
<tr>
<td>{% trans %}Nature of operation{% endtrans %}</td>
<td>{% trans %}Sum{% endtrans %}</td>
</tr>
</thead>
<tbody>
{% for key in bilan.keys() %}
<tr>
<td>{{object.operations.get(accounting_type__code=key).accounting_type.label}}</td>
<td>{{bilan[key]}}</td>
</tr>
{% endfor %}
</tbody>
</table>
<h3>{% trans %}Debit{% endtrans %}</h3>
{% endblock %}

View File

@ -0,0 +1,55 @@
{% extends "core/base.jinja" %}
{% block title %}
{% trans %}General journal:{% endtrans %} {{ object.name }}
{% endblock %}
{% block content %}
<h2>{% trans %}Nature bilan: {% endtrans %} {{ object.name }}</h2>
<h3>{% trans %}Credit{% endtrans %}</h3>
<table>
<thead>
<tr>
<td>{% trans %}Nature of operation{% endtrans %}</td>
<td>{% trans %}Sum{% endtrans %}</td>
</tr>
</thead>
<tbody>
{% for key in bilan_credit.keys() %}
<tr>
<td>{{key}}</td>
<td>{{bilan_credit[key]}}</td>
</tr>
{% endfor %}
</tbody>
</table>
<p>Total : {{total_credit}}</p>
<h3>{% trans %}Debit{% endtrans %}</h3>
<table>
<thead>
<tr>
<td>{% trans %}Nature of operation{% endtrans %}</td>
<td>{% trans %}Sum{% endtrans %}</td>
</tr>
</thead>
<tbody>
{% for key in bilan_debit.keys() %}
<tr>
<td>{{key}}</td>
<td>{{bilan_debit[key]}}</td>
</tr>
{% endfor %}
</tbody>
</table>
<p>Total : {{total_debit}}</p>
{% endblock %}

View File

@ -0,0 +1,63 @@
{% extends "core/base.jinja" %}
{% block title %}
{% trans %}General journal:{% endtrans %} {{ object.name }}
{% endblock %}
{% block content %}
<h2>{% trans %}Person bilan: {% endtrans %} {{ object.name }}</h2>
<h3>{% trans %}Credit{% endtrans %}</h3>
<table>
<thead>
<tr>
<td>{% trans %}Target of the operation{% endtrans %}</td>
<td>{% trans %}Sum{% endtrans %}</td>
</tr>
</thead>
<tbody>
{% for key in bilan_credit.keys() %}
<tr>
{% if key.target_type == "OTHER" %}
<td>{{ o.target_label }}</td>
{% else %}
<td><a href="{{ key.get_absolute_url() }}">{{ key.get_display_name() }}</a></td>
{% endif %}
<td>{{bilan_credit[key]}}</td>
</tr>
{% endfor %}
</tbody>
</table>
<p>Total : {{total_credit}}</p>
<h3>{% trans %}Debit{% endtrans %}</h3>
<table>
<thead>
<tr>
<td>{% trans %}Target of the operation{% endtrans %}</td>
<td>{% trans %}Sum{% endtrans %}</td>
</tr>
</thead>
<tbody>
{% for key in bilan_debit.keys() %}
<tr>
{% if key.target_type == "OTHER" %}
<td>{{ o.target_label }}</td>
{% else %}
<td><a href="{{ key.get_absolute_url() }}">{{ key.get_display_name() }}</a></td>
{% endif %}
<td>{{bilan_debit[key]}}</td>
</tr>
{% endfor %}
</tbody>
</table>
<p>Total : {{total_debit}}</p>
{% endblock %}

View File

@ -22,7 +22,9 @@
<p>{% trans %}Journal is closed, you can not create operation{% endtrans %}</p>
{% else %}
<p><a href="{{ url('accounting:op_new', j_id=object.id) }}">{% trans %}New operation{% endtrans %}</a></p>
<p><a href="{{ url('accounting:journal_bilan', j_id=object.id) }}">{% trans %}Journal Bilan{% endtrans %}</a></p>
<p><a href="{{ url('accounting:journal_bilan_nature', j_id=object.id) }}">{% trans %}Journal Bilan Nature{% endtrans %}</a></p>
<p><a href="{{ url('accounting:journal_bilan_person', j_id=object.id) }}">{% trans %}Journal Bilan Person{% endtrans %}</a></p>
<p><a href="{{ url('accounting:journal_bilan_accounting', j_id=object.id) }}">{% trans %}Journal Bilan Accounting{% endtrans %}</a></p>
{% endif %}
<table>
<thead>

View File

@ -26,7 +26,10 @@ urlpatterns = [
url(r'^journal/create$', JournalCreateView.as_view(), name='journal_new'),
url(r'^journal/(?P<j_id>[0-9]+)$', JournalDetailView.as_view(), name='journal_details'),
url(r'^journal/(?P<j_id>[0-9]+)/edit$', JournalEditView.as_view(), name='journal_edit'),
url(r'^journal/(?P<j_id>[0-9]+)/bilan$', JournalBilanView.as_view(), name='journal_bilan'),
url(r'^journal/(?P<j_id>[0-9]+)/bilan/nature$', JournalBilanNatureView.as_view(), name='journal_bilan_nature'),
url(r'^journal/(?P<j_id>[0-9]+)/bilan/person$', JournalBilanPersonView.as_view(), name='journal_bilan_person'),
url(r'^journal/(?P<j_id>[0-9]+)/bilan/accounting$', JournalBilanAccountingView.as_view(), name='journal_bilan_accounting'),
# Operations
url(r'^operation/create/(?P<j_id>[0-9]+)$', OperationCreateView.as_view(), name='op_new'),
url(r'^operation/(?P<op_id>[0-9]+)$', OperationEditView.as_view(), name='op_edit'),

View File

@ -444,34 +444,145 @@ class OperationPDFView(CanViewMixin, DetailView):
p.save()
return response
class JournalBilanView(CanViewMixin, DetailView):
class JournalBilanNatureView(CanViewMixin, DetailView):
"""
Calculate a dictionary with operation code and sum of operations
"""
model = GeneralJournal
pk_url_kwarg = "j_id"
template_name='accounting/journal_bilan.jinja'
template_name='accounting/journal_bilan_nature.jinja'
def sum_by_code(self, code):
from decimal import Decimal
from django.db.models import Sum, DecimalField
amount_sum = Decimal(0)
for amount in self.get_object().operations.filter(accounting_type__code=code).values('amount'):
amount_sum += amount['amount']
return amount_sum
print(self.object.operations.filter(
accounting_type__code=code).values('amount').annotate(
sum = Sum('amount')).values('sum').first()['sum'])
return(self.object.operations.filter(
accounting_type__code=code).values('amount').annotate(
sum = Sum('amount')).values('sum').first()['sum'])
def bilan(self):
def bilan_credit(self):
bilan = {}
for el in AccountingType.objects.values('code').distinct():
bilan[el['code']] = self.sum_by_code(el['code'])
print(bilan)
for el in AccountingType.objects.filter(movement_type='CREDIT'):
bilan["%s - %s" % (el.code, el.label)] = self.sum_by_code(el.code)
return bilan
def bilan_debit(self):
bilan = {}
for el in AccountingType.objects.filter(movement_type='DEBIT'):
bilan["%s - %s" % (el.code, el.label)] = self.sum_by_code(el.code)
return bilan
def total_credit(self):
return sum(self.bilan_credit().values())
def total_debit(self):
return sum(self.bilan_debit().values())
def get_context_data(self, **kwargs):
""" Add journal to the context """
kwargs = super(JournalBilanView, self).get_context_data(**kwargs)
kwargs['bilan'] = self.bilan()
kwargs = super(JournalBilanNatureView, self).get_context_data(**kwargs)
kwargs['bilan_credit'] = self.bilan_credit()
kwargs['bilan_debit'] = self.bilan_debit()
kwargs['total_credit'] = self.total_credit()
kwargs['total_debit'] = self.total_debit()
return kwargs
class JournalBilanPersonView(CanViewMixin, DetailView):
"""
Calculate a dictionary with operation target and sum of operations
"""
model = GeneralJournal
pk_url_kwarg = "j_id"
template_name='accounting/journal_bilan_person.jinja'
def sum_by_target(self, target_id):
from decimal import Decimal
from django.db.models import Sum, DecimalField
amount_sum = Decimal(0)
print(self.object.operations.filter(
target_id=target_id).values('amount').annotate(
sum = Sum('amount')).values('sum').first()['sum'])
return(self.object.operations.filter(
target_id=target_id).values('amount').annotate(
sum = Sum('amount')).values('sum').first()['sum'])
def bilan_credit(self):
bilan = {}
for el in Operation.objects.filter(accounting_type__movement_type='CREDIT'):
bilan[el.target] = self.sum_by_target(el.target_id)
return bilan
def bilan_debit(self):
bilan = {}
for el in Operation.objects.filter(accounting_type__movement_type='DEBIT'):
bilan[el.target] = self.sum_by_target(el.target_id)
return bilan
def total_credit(self):
return sum(self.bilan_credit().values())
def total_debit(self):
return sum(self.bilan_debit().values())
def get_context_data(self, **kwargs):
""" Add journal to the context """
kwargs = super(JournalBilanPersonView, self).get_context_data(**kwargs)
kwargs['bilan_credit'] = self.bilan_credit()
kwargs['bilan_debit'] = self.bilan_debit()
kwargs['total_credit'] = self.total_credit()
kwargs['total_debit'] = self.total_debit()
return kwargs
class JournalBilanAccountingView(CanViewMixin, DetailView):
"""
Calculate a dictionary with operation type and sum of operations
"""
model = GeneralJournal
pk_url_kwarg = "j_id"
template_name='accounting/journal_bilan_person.jinja'
def sum_by_code(self, target_id):
from decimal import Decimal
from django.db.models import Sum, DecimalField
amount_sum = Decimal(0)
print(self.object.operations.filter(
target_id=target_id).values('amount').annotate(
sum = Sum('amount')).values('sum').first()['sum'])
return(self.object.operations.filter(
target_id=target_id).values('amount').annotate(
sum = Sum('amount')).values('sum').first()['sum'])
def bilan_credit(self):
bilan = {}
for el in Operation.objects.filter(accounting_type__movement_type='CREDIT'):
bilan[el.target] = self.sum_by_code(el.target_id)
return bilan
def bilan_debit(self):
bilan = {}
for el in Operation.objects.filter(accounting_type__movement_type='DEBIT'):
bilan[el.target] = self.sum_by_code(el.target_id)
return bilan
def total_credit(self):
return sum(self.bilan_credit().values())
def total_debit(self):
return sum(self.bilan_debit().values())
def get_context_data(self, **kwargs):
""" Add journal to the context """
kwargs = super(JournalBilanAccountingView, self).get_context_data(**kwargs)
kwargs['bilan_credit'] = self.bilan_credit()
kwargs['bilan_debit'] = self.bilan_debit()
kwargs['total_credit'] = self.total_credit()
kwargs['total_debit'] = self.total_debit()
return kwargs
# Company views