Initial implementation of billing algorithm
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@ -12,7 +12,7 @@ class AdminFormMixin(object):
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adminform = AdminForm(self, fieldsets, prepopulated_fields)
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template = Template(
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'{% for fieldset in adminform %}'
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'{% include "admin/includes/fieldset.html" %}'
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' {% include "admin/includes/fieldset.html" %}'
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'{% endfor %}'
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)
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return template.render(Context({'adminform': adminform}))
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@ -172,14 +172,15 @@ class Budget(Bill):
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class BaseBillLine(models.Model):
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""" Base model for bill item representation """
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bill = models.ForeignKey(Bill, verbose_name=_("bill"),
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related_name='%(class)ss')
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description = models.CharField(max_length=256)
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description = models.CharField(_("description"), max_length=256)
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initial_date = models.DateTimeField()
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final_date = models.DateTimeField()
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price = models.DecimalField(max_digits=12, decimal_places=2)
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amount = models.IntegerField()
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tax = models.DecimalField(max_digits=12, decimal_places=2)
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amount = models.DecimalField(_("amount"), max_digits=12, decimal_places=2)
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tax = models.DecimalField(_("tax"), max_digits=12, decimal_places=2)
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class Meta:
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abstract = True
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@ -206,4 +207,13 @@ class BillLine(BaseBillLine):
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related_name='amendment_lines', null=True, blank=True)
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class SubBillLine(models.Model):
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""" Subline used for describing an item discount """
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bill_line = models.ForeignKey(BillLine, verbose_name=_("bill line"),
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related_name='sublines')
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description = models.CharField(_("description"), max_length=256)
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total = models.DecimalField(max_digits=12, decimal_places=2)
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# TODO type ? Volume and Compensation
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accounts.register(Bill)
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@ -65,7 +65,7 @@ class BillSelectedOrders(object):
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def confirmation(self, request):
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form = BillSelectConfirmationForm(initial=self.options)
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if request.POST:
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bills = Order.bill(queryset, commit=True, **self.options)
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bills = self.queryset.bill(commit=True, **self.options)
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if not bills:
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msg = _("Selected orders do not have pending billing")
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self.modeladmin.message_user(request, msg, messages.WARNING)
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@ -1,4 +1,5 @@
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from django import forms
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from django.contrib.admin import widgets
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from django.utils import timezone
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from django.utils.translation import ugettext_lazy as _
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@ -9,7 +10,7 @@ from .models import Order
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class BillSelectedOptionsForm(AdminFormMixin, forms.Form):
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billing_point = forms.DateField(initial=timezone.now,
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label=_("Billing point"),
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label=_("Billing point"), widget=widgets.AdminDateWidget,
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help_text=_("Date you want to bill selected orders"))
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fixed_point = forms.BooleanField(initial=False, required=False,
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label=_("fixed point"),
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@ -1,10 +1,22 @@
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import calendar
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from dateutil.relativedelta import relativedelta
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from django.contrib.contenttypes.models import ContentType
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from django.db.models import Q
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from django.utils import timezone
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from django.utils.translation import ugettext_lazy as _
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from orchestra.utils import plugins
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from .helpers import get_register_or_cancel_events, get_register_or_renew_events
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class ServiceHandler(plugins.Plugin):
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"""
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Separates all the logic of billing handling from the model allowing to better
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customize its behaviout
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"""
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model = None
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__metaclass__ = plugins.PluginMount
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@ -38,3 +50,126 @@ class ServiceHandler(plugins.Plugin):
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instance._meta.model_name: instance
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}
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return eval(self.metric, safe_locals)
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def get_billing_point(self, order, bp=None, **options):
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not_cachable = self.billing_point is self.FIXED_DATE and options.get('fixed_point')
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if not_cachable or bp is None:
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bp = options.get('billing_point', timezone.now().date())
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if not options.get('fixed_point'):
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if self.billing_period is self.MONTHLY:
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date = bp
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if self.payment_style is self.PREPAY:
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date += relativedelta(months=1)
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if self.billing_point is self.ON_REGISTER:
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day = order.registered_on.day
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elif self.billing_point is self.FIXED_DATE:
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day = 1
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bp = datetime.datetime(year=date.year, month=date.month,
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day=day, tzinfo=timezone.get_current_timezone())
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elif self.billing_period is self.ANUAL:
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if self.billing_point is self.ON_REGISTER:
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month = order.registered_on.month
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day = order.registered_on.day
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elif self.billing_point is self.FIXED_DATE:
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month = settings.ORDERS_SERVICE_ANUAL_BILLING_MONTH
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day = 1
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year = bp.year
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if self.payment_style is self.POSTPAY:
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year = bo.year - relativedelta(years=1)
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if bp.month >= month:
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year = bp.year + 1
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bp = datetime.datetime(year=year, month=month, day=day,
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tzinfo=timezone.get_current_timezone())
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elif self.billing_period is self.NEVER:
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bp = order.registered_on
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else:
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raise NotImplementedError(
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"Support for '%s' billing period and '%s' billing point is not implemented"
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% (self.display_billing_period(), self.display_billing_point())
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)
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if self.on_cancel is not self.NOTHING and order.cancelled_on < bp:
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return order.cancelled_on
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return bp
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def get_pricing_size(self, ini, end):
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rdelta = relativedelta.relativedelta(end, ini)
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if self.get_pricing_period() is self.MONTHLY:
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size = rdelta.months
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days = calendar.monthrange(bp.year, bp.month)[1]
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size += float(bp.day)/days
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elif self.get_pricint_period() is self.ANUAL:
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size = rdelta.years
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size += float(rdelta.days)/365
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elif self.get_pricing_period() is self.NEVER:
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size = 1
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else:
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raise NotImplementedError
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return size
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def get_pricing_slots(self, ini, end):
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period = self.get_pricing_period()
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if period is self.MONTHLY:
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rdelta = relativedelta(months=1)
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elif period is self.ANUAL:
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rdelta = relativedelta(years=1)
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elif period is self.NEVER:
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yield ini, end
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raise StopIteration
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else:
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raise NotImplementedError
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while True:
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next = ini + rdelta
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if next >= end:
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yield ini, end
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break
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yield ini, next
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ini = next
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def create_line(self, order, price, size):
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nominal_price = self.nominal_price * size
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if nominal_price > price:
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discount = nominal_price-price
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def create_bill_lines(self, orders, **options):
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# Perform compensations on cancelled services
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# TODO WTF to do with day 1 of each month.
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if self.on_cancel in (Order.COMPENSATE, Order.REFOUND):
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# TODO compensations with commit=False, fuck commit or just fuck the transaction?
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compensate(orders, **options)
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# TODO create discount per compensation
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bp = None
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lines = []
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for order in orders:
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bp = self.get_billing_point(order, bp=bp, **options)
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ini = order.billed_until or order.registered_on
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if bp < ini:
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continue
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if not self.metric:
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# Number of orders metric; bill line per order
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porders = service.orders.filter(account=order.account).filter(
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Q(is_active=True) | Q(cancelled_on__gt=order.billed_until)
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).filter(registered_on__lt=bp)
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price = 0
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size = self.get_pricing_size(ini, bp)
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if self.orders_effect is self.REGISTER_OR_RENEW:
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events = get_register_or_renew_events(porders, ini, bp)
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elif self.orders_effect is self.CONCURRENT:
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events = get_register_or_cancel_events(porders, ini, bp)
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else:
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raise NotImplementedError
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for metric, ratio in events:
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price += self.get_rate(metric, account) * size * ratio
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lines += self.create_line(order, price, size)
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else:
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# weighted metric; bill line per pricing period
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for ini, end in self.get_pricing_slots(ini, bp):
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metric = order.get_metric(ini, end)
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size = self.get_pricing_size(ini, end)
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price = self.get_rate(metric, account) * size
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lines += self.create_line(order, price, size)
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return lines
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def compensate(self, orders):
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# num orders and weights
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# Discounts
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pass
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@ -36,3 +36,44 @@ def get_related_objects(origin, max_depth=2):
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new_models.append(related)
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queue.append(new_models)
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def get_register_or_cancel_events(porders, ini, end):
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assert ini > end, "ini > end"
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CANCEL = 'cancel'
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REGISTER = 'register'
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changes = {}
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counter = 0
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for order in porders:
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if order.cancelled_on:
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cancel = order.cancelled_on
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if order.billed_until and order.cancelled_on < order.billed_until:
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cancel = order.billed_until
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if cancel > ini and cancel < end:
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changes.setdefault(cancel, [])
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changes[cancel].append(CANCEL)
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if order.registered_on < ini:
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counter += 1
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elif order.registered_on < end:
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changes.setdefault(order.registered_on, [])
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changes[order.registered_on].append(REGISTER)
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pointer = ini
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total = float((end-ini).days)
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for date in changes.keys().sort():
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for change in changes[date]:
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if change is CANCEL:
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counter -= 1
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else:
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counter += 1
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yield counter, (date-pointer).days/total
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pointer = date
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def get_register_or_renew_events(handler, porders, ini, end):
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total = float((end-ini).days)
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for sini, send in handler.get_pricing_slots(ini, end):
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counter = 0
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for order in porders:
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if order.registered_on > sini and order.registered_on < send:
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counter += 1
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elif order.billed_until > send or order.cancelled_on > send:
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counter += 1
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yield counter, (send-sini)/total
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@ -22,7 +22,7 @@ autodiscover('handlers')
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class Service(models.Model):
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NEVER = 'NEVER'
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NEVER = ''
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MONTHLY = 'MONTHLY'
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ANUAL = 'ANUAL'
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TEN_DAYS = 'TEN_DAYS'
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@ -36,6 +36,7 @@ class Service(models.Model):
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NOTHING = 'NOTHING'
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DISCOUNT = 'DISCOUNT'
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REFOUND = 'REFOUND'
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COMPENSATE = 'COMPENSATE'
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PREPAY = 'PREPAY'
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POSTPAY = 'POSTPAY'
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BEST_PRICE = 'BEST_PRICE'
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@ -59,7 +60,7 @@ class Service(models.Model):
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(MONTHLY, _("Monthly billing")),
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(ANUAL, _("Anual billing")),
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),
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default=ANUAL)
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default=ANUAL, blank=True)
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billing_point = models.CharField(_("billing point"), max_length=16,
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help_text=_("Reference point for calculating the renewal date "
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"on recurring invoices"),
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@ -75,7 +76,7 @@ class Service(models.Model):
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(TEN_DAYS, _("Ten days")),
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(ONE_MONTH, _("One month")),
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),
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default=ONE_MONTH)
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default=ONE_MONTH, blank=True)
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is_fee = models.BooleanField(_("is fee"), default=False,
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help_text=_("Designates whether this service should be billed as "
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" membership fee or not"))
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@ -115,7 +116,8 @@ class Service(models.Model):
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choices=(
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(NOTHING, _("Nothing")),
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(DISCOUNT, _("Discount")),
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(REFOUND, _("Refound")),
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(COMPENSATE, _("Discount and compensate")),
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(REFOUND, _("Discount, compensate and refound")),
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),
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default=DISCOUNT)
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# TODO remove, orders are not disabled (they are cancelled user.is_active)
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@ -159,7 +161,7 @@ class Service(models.Model):
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(ONE_MONTH, _("One month")),
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(ALWAYS, _("Always refound")),
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),
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default=ONE_MONTH)
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default=NEVER)
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def __unicode__(self):
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return self.description
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@ -213,6 +215,13 @@ class Service(models.Model):
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msg = "{0} {1}: {2}".format(attr, name, message)
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raise ValidationError(msg)
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def get_nominal_price(self, order):
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""" returns the price of an item """
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def get_price(self, order, amount='TODO'):
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pass
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class OrderQuerySet(models.QuerySet):
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group_by = queryset.group_by
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@ -9,3 +9,6 @@ ORDERS_SERVICE_TAXES = getattr(settings, 'ORDERS_SERVICE_TAXES', (
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))
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ORDERS_SERVICE_DEFAUL_TAX = getattr(settings, 'ORDERS_SERVICE_DFAULT_TAX', 0)
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ORDERS_SERVICE_ANUAL_BILLING_MONTH = getattr(settings, 'ORDERS_SERVICE_ANUAL_BILLING_MONTH', 4)
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@ -149,7 +149,8 @@ function install_requirements () {
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django-filter==0.7 \
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passlib==1.6.2 \
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jsonfield==0.9.22 \
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lxml==3.3.5"
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lxml==3.3.5 \
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python-dateutil==2.2"
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if $testing; then
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APT="${APT} \
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