# -*- coding: utf-8 -*- from general_helpers import get_last_day_month from general_helpers import get_payment_batches_statuses from general_helpers import get_paused_subscriptions from general_helpers import max_string_length from openstudio.os_invoice import Invoice from openstudio.os_invoices import Invoices from openstudio.os_school_subscription import SchoolSubscription import csv import io @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'payment_batches')) def batches_index(): """ Lists payment batches """ response.title = T("Batches") response.view = 'general/only_content.html' pbtype = request.vars['export'] if pbtype == 'collection': query = (db.payment_batches.BatchType == 'collection') response.subtitle = T("Collection") add_url = URL('add_collection_batch_type', vars=request.vars) elif pbtype == 'payment': query = (db.payment_batches.BatchType == 'payment') response.subtitle = T("Payment") add_url = URL('add_payment_batch_type', vars=request.vars) else: query = (db.payment_batches.id > 0) response.subtitle = T("Collection & Payment") if session.show_location: db.payment_batches.school_locations_id.readable=True db.payment_batches.school_locations_id.writable=True db.payment_batches.Created_at.readable = True db.payment_batches.Description.readable = False db.payment_batches.IncludeZero.readable = False db.payment_batches.Note.readable = False maxtextlengths = {'payment_batches.Name' : 60} headers = { 'payment_batches.id':T("Batch") } links = [ lambda row: os_gui.get_button('list', URL('batch_content', vars={'pbID':row.id}), tooltip=T("View batch"), title=T("View") ) ] delete_permission = auth.has_membership(group_id='Admins') or \ auth.has_permission('delete', 'payment_batches') grid = SQLFORM.grid(query, links=links, headers=headers, create=False, editable=False, details=False, searchable=False, deletable=delete_permission, csv=False, maxtextlengths=maxtextlengths, orderby=~db.payment_batches.Created_at, field_id=db.payment_batches.id, ui = grid_ui) grid.element('.web2py_counter', replace=None) # remove the counter grid.elements('span[title=Delete]', replace=None) # remove text from delete button add = os_gui.get_button('add', add_url, T("Add a batch")) content = grid return dict(content=content, add=add) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'payment_batches')) def add_collection_batch_type(): """ Page to ask what kind of batch the user wants to add Can be invoices or category """ export = request.vars['export'] response.title = T("New batch") response.subtitle = '' response.view = 'general/only_content.html' return_url = URL('batches_index', vars={'export':export}) question = T("What kind of batch would you like to create?") invoices = LI(A( B(T('Invoices')), _href=URL('batch_add', vars={'export':export, 'what':'invoices'})), BR(), T("Create a batch containing all invoices with status 'sent' and payment method 'direct debit'.")) category = LI(A( B(T('Direct debit extra')), _href=URL('batch_add', vars={'export':export, 'what':'category'})), BR(), T("Create a batch containing items from a direct debit extra category.")) back = os_gui.get_button('back', return_url) ul = UL(invoices, category) content = DIV(H3(question), ul) return dict(content=content, back=back) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'payment_batches')) def add_payment_batch_type(): """ Page to ask what kind of batch the user wants to add Can be invoices or category """ export = request.vars['export'] response.title = T("New batch") response.subtitle = '' response.view = 'general/only_content.html' return_url = URL('batches_index', vars={'export':export}) question = T("What kind of batch would you like to create?") teacher_payments = LI(A( B(T('Teacher payments')), _href=URL('batch_add', vars={'export': export, 'what':'teacher_payments'})), BR(), T("Create a batch containing all teacher payment invoices with status 'sent'.")) employee_expenses = LI(A( B(T('Employee expenses')), _href=URL('batch_add', vars={'export': export, 'what':'employee_expenses'})), BR(), T("Create a batch containing all employee claim invoices with status 'sent'.")) category = LI(A( B(T('Direct debit extra')), _href=URL('batch_add', vars={'export':export, 'what':'category'})), BR(), T("Create a batch containing items from a direct debit extra category.")) cancel = os_gui.get_button('noicon', return_url, title=T("Cancel"), _class='btn btn-default', btn_size='') back = os_gui.get_button('back', return_url) ul = UL( teacher_payments, employee_expenses, category ) content = DIV(H3(question), ul) return dict(content=content, back=back) @auth.requires_login() def batch_add(): """ This function shows an add page for a batch request.vars['export'] can be 'collection' or 'payment' This variable sets the BatchType field with a default value """ response.title = T("New batch") response.view = 'general/only_content.html' what = request.vars['what'] batchtype = request.vars['export'] if batchtype == 'collection': response.subtitle = SPAN(T('Collection'), ' - ') if what == 'invoices': db.payment_batches.BatchTypeDescription.default = 'invoices' db.payment_batches.ColYear.requires = '' db.payment_batches.ColMonth.requires = '' db.payment_batches.payment_categories_id.requires = None response.subtitle.append(T('Invoices batch')) elif what == 'category': db.payment_batches.BatchTypeDescription.default = 'category' response.subtitle.append(T('Direct debit category batch')) return_url = URL('add_collection_batch_type', vars=request.vars) elif batchtype == 'payment': if what == 'teacher_payments': db.payment_batches.BatchTypeDescription.default = 'teacher_payments' db.payment_batches.ColYear.requires = '' db.payment_batches.ColMonth.requires = '' db.payment_batches.payment_categories_id.requires = None response.subtitle = SPAN(T('Teacher payments')) elif what == 'employee_expenses': db.payment_batches.BatchTypeDescription.default = 'employee_expenses' db.payment_batches.ColYear.requires = '' db.payment_batches.ColMonth.requires = '' db.payment_batches.payment_categories_id.requires = None response.subtitle = SPAN(T('Employee expenses')) elif what == 'category': response.subtitle = SPAN(T('Payment')) db.payment_batches.BatchTypeDescription.default = 'category' return_url = URL('add_payment_batch_type', vars=request.vars) if session.show_location: db.payment_batches.school_locations_id.readable=True db.payment_batches.school_locations_id.writable=True db.payment_batches.BatchType.default = batchtype db.payment_batches.Status.readable=False db.payment_batches.Status.writable=False crud.messages.submit_button = T("Save") crud.messages.record_created = T("Added batch") crud.settings.formstyle = 'bootstrap3_stacked' crud.settings.create_onaccept = [ generate_batch_items ] crud.settings.create_next = '/finance/batch_content?pbID=[id]' form = crud.create(db.payment_batches) form_id = "MainForm" form_element = form.element('form') form['_id'] = form_id elements = form.elements('input, select, textarea') for element in elements: element['_form'] = form_id submit = form.element('input[type=submit]') locations = '' if session.show_location: locations = DIV(LABEL(form.custom.label.school_locations_id, _class='control-label'), form.custom.widget.school_locations_id, _class='form-group') categories = '' if what == 'category': categories = DIV(LABEL(form.custom.label.payment_categories_id, _class='control-label'), form.custom.widget.payment_categories_id, _class='form-group') if what == 'category': col_month = DIV(LABEL(form.custom.label.ColMonth, _class='control-label'), form.custom.widget.ColMonth, _class='form-group') col_year = DIV(LABEL(form.custom.label.ColYear, _class='control-label'), form.custom.widget.ColYear, _class='form-group') else: col_month = '' col_year = '' form = DIV(XML('
'), DIV(LABEL(form.custom.label.Name, _class='control-label'), form.custom.widget.Name, _class='form-group' ), categories, col_month, col_year, DIV(LABEL(form.custom.label.Exdate, _class='control-label'), form.custom.widget.Exdate, _class='form-group' ), locations, DIV(LABEL(form.custom.label.Note, _class='control-label'), form.custom.widget.Note, _class='form-group' ), DIV(LABEL(form.custom.label.IncludeZero, _class='control-label'), form.custom.widget.IncludeZero, _class='form-group' ), form.custom.end, _id='payment_batches_add') back = os_gui.get_button('back', return_url) return dict(content=form, back=back, save=submit) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'payment_batches')) def batch_content(): """ This function shows the content for a batch request.vars['pbID'] is expected to be the pbID """ if 'pbID' in request.vars: pbID = request.vars['pbID'] session.finance_batch_content_pbID = pbID elif session.finance_batch_content_pbID: pbID = session.finance_batch_content_pbID session.invoices_edit_back = 'finance_batch_content' session.customers_back = 'finance_batch_content' pb = db.payment_batches(pbID) response.title = T("Batch") response.subtitle = pb.Name response.view = 'general/only_content_no_box.html' return_url = URL('batches_index', vars={'export':pb.BatchType}) ## batch info begin # info if pb.payment_categories_id is None: category = T("") description = pb.Description else: category = db.payment_categories(pb.payment_categories_id).Name description = T('') if pb.BatchType == 'collection': batchtype = T('Collection') elif pb.BatchType == 'payment': batchtype = T('Payment') if pb.IncludeZero: zero = T("Yes") else: zero = T("No") info_table = TABLE(TR(TD(LABEL(T("Name"))), TD(pb.Name)), TR(TD(LABEL(T("Batch type"))), TD(batchtype)), TR(TD(LABEL(T("Batch type description"))), TD(represent_payment_batchtypes(pb.BatchTypeDescription, pb))), TR(TD(LABEL(T("Category"))), TD(category)), TR(TD(LABEL(T('Default description'))), TD(description or '')), TR(TD(LABEL(T('Execution date'))), TD(pb.Exdate.strftime(DATE_FORMAT))), TR(TD(LABEL(T('Include 0'))), TD(zero)), _class='table') if session.show_location: if pb.school_locations_id: location_name = db.school_locations(pb.school_locations_id).Name else: location_name = T('All') location = TR(TD(LABEL(T("Location"))), TD(location_name)) info_table.append(location) # totals query = (db.payment_batches_items.payment_batches_id == pbID) total_items = str(db(query).count()) sum_items = db.payment_batches_items.Amount.sum() total_amount = db(query).select(sum_items).first()[sum_items] try: total_amount = format(total_amount, '.2f') except: total_amount = 0 totals_table = TABLE(TR(TD(LABEL(T("Lines"))), TD(total_items)), TR(TD(LABEL(T('Amount'))), TD(CURRSYM, ' ',total_amount)), _class='table') # exports db.auth_user._format = '%(display_name)s' query = (db.payment_batches_exports.payment_batches_id == pbID) rows = db(query).select(db.payment_batches_exports.ALL, orderby=~db.payment_batches_exports.Created_at) exports = DIV(_class='payment_batches_padding') for row in rows.render(): export_options = '' if row.FirstCustomers: export_options = ' - ' + T('FRST') if row.RecurringCustomers: export_options = ' - ' + T('RCUR') exports.append(SPAN(row.Created_at, export_options, SPAN(' - ', row.auth_user_id, _class='grey'))), exports.append(BR()) info = DIV(DIV(os_gui.get_box_table(T('Batch info'), info_table), _class='col-md-3 no_padding-left'), DIV(os_gui.get_box_table(T('Totals'), totals_table), _class='col-md-3'), DIV(os_gui.get_box(T('Note'), DIV(pb.Note, _class='payment_batches_padding'),), _class='col-md-3'), DIV(os_gui.get_box(T('Exports'), exports), _class='col-md-3')) # batch info end # batch items begin table = TABLE( TR(TH(T('Line')), TH(T('CuID'), _title=T("Customers ID")), TH(T('AccountHolder')), TH(T('AccountNR')), TH(T('BIC')), TH(T('Mandate date')), TH(T('Mandate ref')), TH(T('Currency')), TH(T('Amount')), TH(T('Description')), TH(T('Execution date')), TH(T('Invoice')), _class='header'), _class='table table-hover table-condensed small_font') bi = get_batch_items(pbID, display=True) for item in bi: # remove ID invoice_id = item['invoice_id'] if invoice_id: invoice_link = A(T("Invoice"), _href=URL('invoices', 'edit', vars={'iID':invoice_id})) else: invoice_link = '' pbiID = item['id'] cuID = item['cuID'] cu_link = A(cuID, _href=URL('customers', 'edit', args=cuID), _title=T('Customers ID')) # fill the table # tr = TR(*item) tr = TR( TD(item['line']), TD(cu_link), TD(item['account_holder']), TD(item['account_number']), TD(item['bic']), TD(item['mandate_signature_date']), TD(item['mandate_reference']), TD(item['currency']), TD(item['amount']), TD(item['description']), TD(item['execution_date']), TD(item['invoice_InvoiceID']), ) table.append(tr) # batch items end # status buttons begin status_buttons = content_get_status_buttons(pbID) # status buttons end content = DIV(info, DIV(os_gui.get_box_table(T('Batch items'), table), _class="col-md-12"), _class='row') edit = os_gui.get_button('edit', URL('batch_edit', vars=request.vars), title='Edit') export = batch_content_get_export(pbID) back = os_gui.get_button('back', return_url) tools = SPAN(back, status_buttons, ' ', edit, export) return dict(content=content, back=tools) def batch_content_get_export(pbID): """ :return: export button for batch content page """ export = os_gui.get_button('download', URL('export_csv', vars={'pbID':pbID}), title=T('Export')) dd_button = XML("""""") dd_ul = UL(_class='dropdown-menu dropdown-menu-right', _role='menu') links = [ A(os_gui.get_fa_icon('fa-star-o'), T('First'), _href=URL('export_csv', vars={'pbID':pbID, 'first':True})), A(os_gui.get_fa_icon('fa-repeat'), T('Recurring'), _href=URL('export_csv', vars={'pbID':pbID, 'recurring':True})) ] for link in links: dd_ul.append(LI(link)) return DIV(export, dd_button, dd_ul, _class='btn-group') def content_items_get_invoices_link(invoices, item): """ Returns add invoice link if none is found, otherwise returns link to invoice """ pbiID = item[0] cuID = item[2] csID = item[3] link = '' for invoice_pbiID, iID, InvoiceID in invoices: if invoice_pbiID == pbiID: link = A('#' + InvoiceID, _href=URL('invoices', 'edit', vars={'iID':iID}), _class='small_font') break return link def content_get_status_buttons(pbID): """ Retuns the status buttons for batch content """ pb = db.payment_batches(pbID) status = pb.Status onclick_sent_to_bank = "return confirm('" + \ T("Set batch status to sent to bank?") + ' ' + \ T('This cannot be undone.') + \ "');" default_class = 'btn btn-sm btn-default' _class_sen = default_class _class_app = default_class _class_awa = default_class _class_rej = default_class if status == 'sent_to_bank': _class_sen = 'btn btn-sm btn-primary bold' elif status == 'approved': _class_app = 'btn btn-sm btn-success bold' if status == 'awaiting_approval': _class_awa = 'btn btn-sm btn-warning bold' if status == 'rejected': _class_rej = 'btn btn-sm btn-danger bold' btn_sent = A(T('Sent to Bank'), _href=URL('batch_content_set_status', vars={'pbID':pbID, 'status':'sent_to_bank'}), _onclick=onclick_sent_to_bank, _class=_class_sen) btn_app = A(T("Approved"), _href=URL('batch_content_set_status', vars={'pbID':pbID, 'status':'approved'}), _class=_class_app) btn_awa = A(T("Awaiting Approval"), _href=URL('batch_content_set_status', vars={'pbID':pbID, 'status':'awaiting_approval'}), _class=_class_awa) btn_rej = A(T("Rejected"), _href=URL('batch_content_set_status', vars={'pbID':pbID, 'status':'rejected'}), _class=_class_rej) if status == 'sent_to_bank': buttons = os_gui.get_label('primary', T('Sent to Bank')) else: buttons = DIV(btn_sent, btn_app, btn_awa, btn_rej, _class='btn-group payment_batches_status') return SPAN(SPAN(T("Batch status"), _class='bold grey'), ' ', buttons, _class='right') @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('update', 'payment_batches')) def batch_content_set_status(): """ Sets the status for a batch """ pbID = request.vars['pbID'] status = request.vars['status'] known_status = False for s, sd in get_payment_batches_statuses(): if status == s: known_status = True pb = db.payment_batches(pbID) current_status = pb.Status if known_status: # add check for invoices batch if ( status == 'sent_to_bank' and not current_status == 'sent_to_bank' and (pb.BatchTypeDescription == 'invoices' or pb.BatchTypeDescription == 'teacher_payments')): # add payments content_add_payments(pb) pb.Status = status pb.update_record() session.flash = T('Status updated') else: session.flash = T('Invalid status requested') redirect(URL('batch_content', vars={'pbID':pbID})) def content_add_payments(pb): """ Add payments for invoices in payment batch """ left = [ db.invoices_payments.on(db.payment_batches_items.invoices_id == db.invoices_payments.id) ] query = (db.payment_batches_items.payment_batches_id == pb.id) & \ (db.payment_batches_items.invoices_id != None) rows = db(query).select(db.payment_batches_items.ALL, db.invoices_payments.ALL, left=left) payment_methods_id = 3 note = T("Direct debit batch: ") if pb.BatchTypeDescription == 'teacher_payments': payment_methods_id = 2 note = T("Payment batch: ") for row in rows: iID = row.payment_batches_items.invoices_id amount = row.payment_batches_items.Amount db.invoices_payments.insert( invoices_id = iID, Amount = amount, PaymentDate = pb.Exdate, payment_methods_id = payment_methods_id, Note = note + pb.Name ) invoice = Invoice(iID) invoice.set_status('paid') @auth.requires_login() def batch_edit(): """ Shows edit page for a batch request.vars['pbID'] is expected to be payment_batches_id """ response.title = T("Edit batch") pbID = request.vars['pbID'] pb = db.payment_batches(pbID) response.subtitle = pb.Name response.view = 'general/only_content.html' db.payment_batches.Status.readable=False db.payment_batches.Status.writable=False db.payment_batches.payment_categories_id.writable=False db.payment_batches.payment_categories_id.readable=False db.payment_batches.Description.readable=False db.payment_batches.Description.writable=False db.payment_batches.BatchTypeDescription.readable=False db.payment_batches.BatchTypeDescription.writable=False db.payment_batches.Exdate.readable=False db.payment_batches.Exdate.writable=False db.payment_batches.ColYear.readable=False db.payment_batches.ColYear.writable=False db.payment_batches.ColMonth.readable=False db.payment_batches.ColMonth.writable=False db.payment_batches.IncludeZero.readable=False db.payment_batches.IncludeZero.writable=False return_url = URL('batch_content', vars=request.vars) crud.messages.submit_button = T("Save") crud.messages.record_updated = T('Saved batch') crud.settings.formstyle = 'bootstrap3_stacked' crud.settings.update_next = return_url crud.settings.update_deletable = False form = crud.update(db.payment_batches, pbID) form_id = "MainForm" form_element = form.element('form') form['_id'] = form_id elements = form.elements('input, select, textarea') for element in elements: element['_form'] = form_id submit = form.element('input[type=submit]') back = os_gui.get_button('back', return_url) return dict(content=form, save=submit, back=back) def generate_batch_items(form): """ Generates payment batch items """ # set some general values pbID = form.vars.id pb = db.payment_batches(pbID) if db.sys_properties(Property='Currency'): currency = db.sys_properties(Property='Currency').PropertyValue else: currency = "EUR" # Default export (No category) if pb.BatchTypeDescription == 'invoices': generate_batch_items_invoices(pbID, pb, currency) elif ( pb.BatchTypeDescription == 'teacher_payments' or pb.BatchTypeDescription == 'employee_expenses' ): from openstudio.os_payment_batch import PaymentBatch pb = PaymentBatch(pbID) pb.generate_batch_items() else: # Category coldate = datetime.date(pb.ColYear, int(pb.ColMonth), 1) firstdaythismonth = coldate lastdaythismonth = get_last_day_month(coldate) generate_batch_items_category(pbID, pb, firstdaythismonth, lastdaythismonth, currency) def generate_batch_items_invoices(pbID, pb, currency): """ Generate invoices batch and write to db.payment_batches_items """ query = (db.invoices.Status == 'sent') & \ ((db.invoices.TeacherPayment == False) | (db.invoices.TeacherPayment == None)) & \ ((db.invoices.EmployeeClaim == False) | (db.invoices.EmployeeClaim == None)) & \ (db.invoices.payment_methods_id == 3) # 3 = Direct Debit if not pb.school_locations_id is None and pb.school_locations_id != '': query &= (db.auth_user.school_locations_id==pb.school_locations_id) left = [ db.invoices_amounts.on( db.invoices_amounts.invoices_id == db.invoices.id ), db.invoices_customers.on( db.invoices_customers.invoices_id == db.invoices.id ), # db.invoices_items.on( # db.invoices_items.invoices_id == # db.invoices.id # ), # db.invoices_items_customers_subscriptions.on( # db.invoices_items_customers_subscriptions.invoices_items_id == # db.invoices_items.id # ), db.auth_user.on( db.invoices_customers.auth_customer_id == db.auth_user.id ), db.customers_payment_info.on( db.customers_payment_info.auth_customer_id == db.invoices_customers.auth_customer_id ), db.customers_payment_info_mandates.on( db.customers_payment_info_mandates.customers_payment_info_id == db.customers_payment_info.id ), db.school_locations.on( db.auth_user.school_locations_id == db.school_locations.id ) ] rows = db(query).select(db.invoices.ALL, db.invoices_amounts.ALL, # db.invoices_items_customers_subscriptions.ALL, db.customers_payment_info.ALL, db.customers_payment_info_mandates.ALL, db.school_locations.Name, db.auth_user.id, left=left, orderby=db.auth_user.id) for row in rows: cuID = row.auth_user.id csID = "" iID = row.invoices.id amount = row.invoices_amounts.TotalPriceVAT # check for zero amount if not pb.IncludeZero and amount == 0: continue # set description description = row.invoices.Description if not description: description = pb.Description try: description = description.strip() except: pass try: description = description.replace(',', '') except: pass # set account number try: accountnr = row.customers_payment_info.AccountNumber.strip() except AttributeError: accountnr = '' # set BIC try: bic = row.customers_payment_info.BIC.strip() except AttributeError: bic = '' msdate = row.customers_payment_info_mandates.MandateSignatureDate # set bank name if row.customers_payment_info.BankName == '': row.customers_payment_info.BankName = None db.payment_batches_items.insert( payment_batches_id = pbID, auth_customer_id = cuID, customers_subscriptions_id = csID, # This field is no longer used due to compatibility issues with linking invoice items to subscriptions (sometimes duplicates) invoices_id = iID, AccountHolder = row.customers_payment_info.AccountHolder, BIC = bic, AccountNumber = accountnr, MandateSignatureDate = msdate, MandateReference = row.customers_payment_info_mandates.MandateReference, Amount = amount, Currency = currency, Description = description, BankName = row.customers_payment_info.BankName, BankLocation = row.customers_payment_info.BankLocation ) def generate_batch_items_category(pbID, pb, firstdaythismonth, lastdaythismonth, currency): """ Generates batch items for a category """ category_id = pb.payment_categories_id query = (db.alternativepayments.payment_categories_id == category_id) & \ (db.alternativepayments.PaymentYear == pb.ColYear) & \ (db.alternativepayments.PaymentMonth == pb.ColMonth) if not pb.school_locations_id is None and pb.school_locations_id != '': query &= (db.auth_user.school_locations_id==pb.school_locations_id) left = [ db.auth_user.on( db.auth_user.id == db.alternativepayments.auth_customer_id ), db.school_locations.on( db.school_locations.id == db.auth_user.school_locations_id ), db.customers_payment_info.on( db.customers_payment_info.auth_customer_id == db.alternativepayments.auth_customer_id ), db.customers_payment_info_mandates.on( db.customers_payment_info_mandates.customers_payment_info_id == db.customers_payment_info.id ) ] rows = db(query).select(db.alternativepayments.Amount, db.alternativepayments.Description, db.alternativepayments.auth_customer_id, db.auth_user.id, db.auth_user.first_name, db.auth_user.last_name, db.school_locations.Name, db.customers_payment_info.ALL, db.customers_payment_info_mandates.ALL, left=left, orderby=db.auth_user.id) for row in rows: # check for 0 amount, skip if it's not supposed to be included if row.alternativepayments.Amount == 0 and not pb.IncludeZero: continue cuID = row.auth_user.id amount = format(row.alternativepayments.Amount, '.2f') description = row.alternativepayments.Description try: description = description.strip() except: pass # end alternative payments try: accountnr = row.customers_payment_info.AccountNumber.strip() except AttributeError: accountnr = '' try: bic = row.customers_payment_info.BIC.strip() except AttributeError: bic = '' msdate = row.customers_payment_info_mandates.MandateSignatureDate if row.customers_payment_info.BankName == '': row.customers_payment_info.BankName = None db.payment_batches_items.insert( payment_batches_id = pbID, auth_customer_id = row.auth_user.id, AccountHolder = row.customers_payment_info.AccountHolder, BIC = bic, AccountNumber = accountnr, MandateSignatureDate = msdate, MandateReference = row.customers_payment_info_mandates.MandateReference, Amount = amount, Currency = currency, Description = description, BankName = row.customers_payment_info.BankName, BankLocation = row.customers_payment_info.BankLocation ) def get_batch_items_recurring_set(pbID): """ :param pbID: db.paymentbatches.id :return: list of auth_user_ids that have been in previous batches """ pb = db.payment_batches(pbID) query = (db.payment_batches.id < pbID) & \ (db.payment_batches.BatchType == pb.BatchType) & \ (db.payment_batches.Status == 'sent_to_bank') left = [ db.payment_batches.on(db.payment_batches_items.payment_batches_id == db.payment_batches.id) ] rows = db(query).select(db.payment_batches_items.auth_customer_id, left=left, distinct=True) ids = [] for row in rows: ids.append(row.auth_customer_id) return ids def get_batch_items(pbID, display=False, first=False, recurring=False): """ Returns a list of batch items for a payment batch ( pbID ) Set display to true, when the result will be displayed on a web page The description will get a maximum length in that case """ pb = db.payment_batches(pbID) if pb.school_locations_id: location = db.school_locations(pb.school_locations_id).Name else: location = 'All' query = (db.payment_batches_items.payment_batches_id == pbID) recurring_ids = get_batch_items_recurring_set(pbID) if first: # Append to query to only show first customers # list customers where status == sent to bank and pbID < this batch, & batchtype = same then only customer id's not in set query &= ~(db.payment_batches_items.auth_customer_id.belongs(recurring_ids)) if recurring: # Append to query to only show recurring customers # list customers where status == sent to bank and pbID < this batch, & batchtype (col or pay) is same then only customer id's in set query &= (db.payment_batches_items.auth_customer_id.belongs(recurring_ids)) left = [ db.invoices.on( db.payment_batches_items.invoices_id == db.invoices.id ) ] bi = [] rows = db(query).select( db.payment_batches_items.ALL, db.invoices.id, db.invoices.InvoiceID, left=left, orderby=db.payment_batches_items.id ) for i, row in enumerate(rows): repr_row = list(rows[i:i+1].render())[0] if row.payment_batches_items.MandateSignatureDate: msdate = row.payment_batches_items.MandateSignatureDate.strftime(DATE_FORMAT) else: msdate = '' cuID = row.payment_batches_items.auth_customer_id csID = row.payment_batches_items.customers_subscriptions_id if not csID: csID = '' if display: mandate_reference = repr_row.payment_batches_items.MandateReference description = SPAN(max_string_length(row.payment_batches_items.Description, 24), _title=row.payment_batches_items.Description) else: mandate_reference = row.payment_batches_items.MandateReference description = row.payment_batches_items.Description item = { 'id': row.payment_batches_items.id, 'line': i+1, 'cuID': cuID, 'csID': csID, 'account_holder': row.payment_batches_items.AccountHolder, 'account_number': row.payment_batches_items.AccountNumber.upper(), 'bic': row.payment_batches_items.BIC, 'mandate_signature_date': msdate, 'mandate_reference': mandate_reference, 'currency': row.payment_batches_items.Currency, 'amount': row.payment_batches_items.Amount, 'description': description, 'execution_date': pb.Exdate.strftime(DATE_FORMAT), 'bank_name': repr_row.payment_batches_items.BankName, 'bank_location': repr_row.payment_batches_items.BankLocation, 'invoice_id': row.payment_batches_items.invoices_id, 'invoice_InvoiceID': repr_row.invoices.InvoiceID } if not display: item['location'] = location bi.append(item) return bi @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'payment_batches')) def export_csv(): """ Exports batch to CSV format """ first = False recurring= False if request.vars['first']: first = True if request.vars['recurring']: recurring = True pbID = request.vars['pbID'] pb = db.payment_batches(pbID) # log to database db.payment_batches_exports.insert(payment_batches_id=pbID, FirstCustomers=first, RecurringCustomers=recurring) # create writer and buffer to hold data stream = io.StringIO() writer = csv.writer(stream) # write the header writer.writerow(['customers_id', 'SubscriptionID', 'Account holder', 'Bank Location', 'Currency', 'Amount', 'Account number', 'BIC', 'Mandate Signature Date', 'Mandate Reference', 'Description', 'Execution Date', 'Location']) batch_items = get_batch_items(pbID, first=first, recurring=recurring) for item in batch_items: customers_id = item['cuID'] customer_subscriptions_id = item['csID'] account_holder = item['account_holder'] bank_location = item['bank_location'] currency = item['currency'] amount = item['amount'] account_number = item['account_number'] bic = item['bic'] mandate_signature_date = item['mandate_signature_date'] mandate_reference = item['mandate_reference'] description = item['description'] execution_date = item['execution_date'] row = [ customers_id, customer_subscriptions_id, account_holder, bank_location, currency, amount, account_number, bic, mandate_signature_date, mandate_reference, description, execution_date ] if session.show_location: row.append(item.get('location', '')) writer.writerow(row) batch_name = pb.Name.replace(' ', '_') fname = 'Batch_' + pbID + '_' + batch_name if first: fname += '_FRST' if recurring: fname += '_RCUR' fname += '.csv' response.headers['Content-Type']='application/vnd.ms-excel' response.headers['Content-disposition']='attachment; filename=' + fname return stream.getvalue() @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'invoices')) def invoices(): """ Overview page for invoices """ response.title = T('Invoices') response.subtitle = T('All invoices') response.view = 'general/only_content.html' session.invoices_edit_back = 'finance_invoices' session.invoices_payment_add_back = 'finance_invoices' # enable search in load #request.vars['search_enabled'] = True invoices = Invoices() status_filter = invoices.list_get_status_filter() list = invoices.list_invoices(search_enabled=True) content = DIV(status_filter, list) # DIV(LOAD('invoices', 'list_invoices.load', # ajax_trap=True, # vars=request.vars, # content=os_gui.get_ajax_loader()))) # tools dropdown tool_links = [ A(SPAN(os_gui.get_fa_icon('fa-search'), ' ', T("Open invoices on date")), _href=URL('invoices', 'open_on_date')) ] tools = os_gui.get_dropdown_menu(tool_links, T(''), btn_size='', btn_icon='wrench', menu_class='pull-right') export_links = [ A(SPAN(os_gui.get_fa_icon('fa-file-o'), ' ', T('Invoices')), _href=URL('invoices', 'export_invoices')) ] export = os_gui.get_dropdown_menu(export_links, '', btn_size='', btn_icon='download', menu_class='pull-right') return dict(content=content, header_tools=DIV(export, tools)) @auth.requires(auth.has_membership(group_id='Admins') or auth.has_permission('read', 'receipts')) def receipts(): """ List receipts """ from openstudio.os_receipts import Receipts response.title = T('Finance') response.subtitle = T('Receipts') response.view = 'general/only_content.html' receipts = Receipts() content = receipts.list(formatted=True) return dict(content=content) @auth.requires(auth.has_membership(group_id='Admins') or auth.has_permission('read', 'receipts')) def receipt(): """ Print friendly view of receipt """ from openstudio.os_receipt import Receipt rID = request.vars['rID'] receipt = Receipt(rID) return receipt.get_print_display() def teacher_payments_get_menu(page, status='not_verified'): pages = [] if ( auth.has_membership(group_id='Admins') or auth.has_permission('read', 'teachers_payment_classes_attendance') ): pages.append([ 'teacher_payment_classes_not_verified', T('Not verified'), URL('teacher_payment_classes', vars={'status': 'not_verified'}) ]) pages.append([ 'teacher_payment_classes_verified', T('Verified'), URL('teacher_payment_classes', vars={'status': 'verified'}) ]) pages.append([ 'teacher_payment_classes_processed', T('Processed'), URL('teacher_payment_classes', vars={'status': 'processed'}) ]) pages.append( [ 'teacher_payments_invoices', T('Credit invoices'), URL('teacher_payments_invoices') ] ) return os_gui.get_submenu(pages, page, horizontal=True, htype='tabs') @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'invoices')) def teacher_payments_invoices(): """ List teacher payments invoices by month and add button to add invoices for a selected month """ response.title = T('Teacher payments') response.subtitle = T('') response.view = 'general/only_content_no_box.html' invoices = Invoices() status_filter = invoices.list_get_status_filter() list = invoices.list_invoices(only_teacher_credit_invoices=True) content = DIV( teacher_payments_get_menu(request.function), DIV(DIV(status_filter, list, _class='tab-pane active'), _class='tab-content'), _class='nav-tabs-custom') return dict(content=content) # @auth.requires(auth.has_membership(group_id='Admins') or \ # auth.has_permission('create', 'invoices')) # def teacher_payments_generate_invoices_choose_month(): # """ # Choose year and month to create invoices # """ # from openstudio.os_forms import OsForms # # response.title = T('Teacher payments') # response.subtitle = T('') # response.view = 'general/only_content.html' # # if 'year' in request.vars and 'month' in request.vars: # year = int(request.vars['year']) # month = int(request.vars['month']) # teacher_payments_generate_invoices(year, month) # redirect(URL('teacher_payments')) # # os_forms = OsForms() # form = os_forms.get_month_year_form( # request.vars['year'], # request.vars['month'], # submit_button = T('Create invoices') # ) # # content = DIV( # H4(T('Create teacher credit invoices for month')), # DIV(form['form']), # _class='col-md-6' # ) # # back = os_gui.get_button('back', URL('teacher_payments')) # # return dict(content=content, # save=form['submit'], # back=back) #TODO move code from this function to integrate with attendance based payments def teacher_payments_generate_invoices(year, month): """ Actually generate teacher payment credit invoices """ from openstudio.os_invoices import Invoices invoices = Invoices() nr_created = invoices.batch_generate_teachers_invoices(year, month) session.flash = SPAN(T('Created'), ' ', nr_created, ' ', T('invoice')) if nr_created > 1: session.flash.append('s') @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'teachers_payment_attendance')) def teacher_payment_classes(): """ :return: """ from openstudio.os_teachers_payment_classes import TeachersPaymentClasses response.title = T('Teacher payments') response.subtitle = T('') response.view = 'general/only_content_no_box.html' status = request.vars['status'] try: page = int(request.args[0]) except IndexError: page = 0 tpc = TeachersPaymentClasses() tools = '' if status == 'not_verified': create_permission = auth.has_membership(group_id='Admins') or \ auth.has_permission('create', 'teachers_payment_classes') update_permission = auth.has_membership(group_id='Admins') or \ auth.has_permission('update', 'teachers_payment_classes') verify_all = '' check_classes = '' if create_permission: verify_all = os_gui.get_button( 'noicon', URL('teachers_payment_classes_verify_all'), title=T("Verify all"), tooltip="Verify all listed classes", btn_class='btn-primary' ) if update_permission: check_classes = os_gui.get_button( 'noicon', URL('teacher_payment_find_classes'), title=T("Find classes"), tooltip=T("Find classes in range of dates that are not yet registered for teacher payment") ) tools = DIV( check_classes, verify_all, ) table = tpc.get_not_verified( formatted=True, page=page, ) elif status == 'verified': permission = auth.has_membership(group_id='Admins') or \ auth.has_permission('create', 'invoices') if permission: links = [] # Process all links.append(A(os_gui.get_fa_icon('fa-check'), T("All verified classes"), _href=URL('teachers_payment_classes_process_verified'), _title=T("Create credit invoices"))) links.append('divider') # Process between dates links.append(A(os_gui.get_fa_icon('fa-calendar-o'), T('Verified classes between dates'), _href='teacher_payment_classes_process_choose_dates', _title=T("Choose which verified classes to process"))) tools = os_gui.get_dropdown_menu( links=links, btn_text=T('Process'), btn_size='btn-sm', btn_class='btn-primary', btn_icon='actions', menu_class='btn-group pull-right') table = tpc.get_verified( formatted=True, page=page ) elif status == 'processed': session.invoices_edit_back = 'finance_teacher_payment_classes_processed' table = tpc.get_processed( formatted=True, page = page ) content = DIV( teacher_payments_get_menu(request.function + '_' + status, status), DIV(DIV(table, _class='tab-pane active'), _class='tab-content'), _class='nav-tabs-custom' ) return dict( content=content, header_tools=tools ) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('create', 'teachers_payment_classes')) def teacher_payment_find_classes(): """ :return: None """ from openstudio.os_teachers_payment_classes import TeachersPaymentClasses from general_helpers import set_form_id_and_get_submit_button response.title = T('Teacher payments') response.subtitle = T('Find classes') response.view = 'general/only_content.html' # Add some explanation content = DIV( B(T("Choose a period to check for classes not yet in Not verfied, verified or processed.")), BR(), BR(), ) return_url = URL('teacher_payment_classes', vars={'status': 'not_verified'}) # choose period and then do something form = SQLFORM.factory( Field('Startdate', 'date', required=True, requires=IS_DATE_IN_RANGE(format=DATE_FORMAT, minimum=datetime.date(1900,1,1), maximum=datetime.date(2999,1,1)), represent=represent_date, default=datetime.date(TODAY_LOCAL.year, TODAY_LOCAL.month, 1), label=T("Start date"), widget=os_datepicker_widget), Field('Enddate', 'date', required=False, requires=IS_EMPTY_OR(IS_DATE_IN_RANGE(format=DATE_FORMAT, minimum=datetime.date(1900,1,1), maximum=datetime.date(2999,1,1))), represent=represent_date, default=get_last_day_month(TODAY_LOCAL), label=T("End date"), widget=os_datepicker_widget), formstyle='bootstrap3_stacked', submit_button=T("Find") ) result = set_form_id_and_get_submit_button(form, 'MainForm') form = result['form'] submit = result['submit'] if form.process().accepted: start = form.vars.Startdate end = form.vars.Enddate tpc = TeachersPaymentClasses() result = tpc.check_missing( start, end ) if result['error']: response.flash = result['message'] else: session.flash = SPAN(result['message'], ' ', T("Class(es) added to Not verified")) redirect(return_url) content.append(form) back = os_gui.get_button('back', return_url) return dict(content=content, back=back, save=submit) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('update', 'teachers_payment_classes')) def teachers_payment_classes_verify_all(): """ Verify all not-verified classes :return: None """ from openstudio.os_teachers_payment_classes import TeachersPaymentClasses tpcs = TeachersPaymentClasses() number_verified = tpcs.verify_all() if number_verified: session.flash = T("All not verified classes have been verified") else: session.flash = T("No classes were verified") redirect(URL('teacher_payment_classes', vars={'status': 'verified'})) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('update', 'teachers_payment_classes')) def teachers_payment_attendance_class_verify(): """ Verify attendance / payment :return: None """ from openstudio.os_teachers_payment_class import TeachersPaymentClass tpcID = request.vars['tpcID'] tpc = TeachersPaymentClass(tpcID) success = tpc.verify() if success: session.flash = T("Class verified") else: session.flash = T("Error verifying class") redirect(URL('teacher_payment_classes', vars={'status': 'verified'})) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('update', 'teachers_payment_classes')) def teachers_payment_attendance_class_unverify(): """ Verify attendance / payment :return: None """ from openstudio.os_teachers_payment_class import TeachersPaymentClass tpcID = request.vars['tpcID'] tpc = TeachersPaymentClass(tpcID) success = tpc.unverify() if success: session.flash = T("Class moved to Not verified") else: session.flash = T("Error moving class to Not verified") redirect(URL('teacher_payment_classes', vars={'status': 'not_verified'})) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('create', 'invoices')) def teachers_payment_classes_process_verified(): """ Process verified classes; create credit invoices based on verified classes :return: """ from openstudio.os_teachers_payment_classes import TeachersPaymentClasses tpc = TeachersPaymentClasses() result = tpc.process_verified() count_processed = result['message'] classes = T('classes') if count_processed == 1: classes = T("class") session.flash = SPAN( T("Processed"), ' ', count_processed, ' ', classes ) redirect(URL('teacher_payment_classes', vars={'status': 'processed'})) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('create', 'invoices')) def teacher_payment_classes_process_choose_dates(): """ :return: None """ from openstudio.os_teachers_payment_classes import TeachersPaymentClasses from general_helpers import set_form_id_and_get_submit_button response.title = T('Teacher payments') response.subtitle = T('Process verified') response.view = 'general/only_content.html' # Add some explanation content = DIV( B(T("Choose a period within which to process verified classes.")), BR(), BR(), ) return_url = URL('teacher_payment_classes', vars={'status': 'verified'}) # choose period and then do something form = SQLFORM.factory( Field('Startdate', 'date', required=True, requires=IS_DATE_IN_RANGE(format=DATE_FORMAT, minimum=datetime.date(1900,1,1), maximum=datetime.date(2999,1,1)), represent=represent_date, default=datetime.date(TODAY_LOCAL.year, TODAY_LOCAL.month, 1), label=T("Start date"), widget=os_datepicker_widget), Field('Enddate', 'date', required=False, requires=IS_EMPTY_OR(IS_DATE_IN_RANGE(format=DATE_FORMAT, minimum=datetime.date(1900,1,1), maximum=datetime.date(2999,1,1))), represent=represent_date, default=get_last_day_month(TODAY_LOCAL), label=T("End date"), widget=os_datepicker_widget), formstyle='bootstrap3_stacked', submit_button=T("Process") ) result = set_form_id_and_get_submit_button(form, 'MainForm') form = result['form'] submit = result['submit'] if form.process().accepted: start = form.vars.Startdate end = form.vars.Enddate tpc = TeachersPaymentClasses() result = tpc.process_verified( date_from = start, date_until = end ) if result['error']: response.flash = result['message'] else: session.flash = SPAN(result['message'], ' ', T("Class(es) processed")) redirect(return_url) content.append(form) back = os_gui.get_button('back', return_url) return dict(content=content, back=back, save=submit) def employee_expenses_get_menu(page): pages = [] # print status if ( auth.has_membership(group_id='Admins') or auth.has_permission('read', 'employee_claims') ): pages.append([ 'employee_expenses', T('Pending'), URL('employee_expenses') ]) pages.append([ 'employee_expenses_rejected', T('Rejected'), URL('employee_expenses_rejected') ]) pages.append([ 'employee_expenses_accepted', T('Accepted'), URL('employee_expenses_accepted') ]) pages.append([ 'employee_expenses_processed', T('Processed'), URL('employee_expenses_processed') ]) pages.append([ 'employee_expenses_invoices', T('Credit invoices'), URL('employee_expenses_invoices') ]) return os_gui.get_submenu(pages,page, horizontal=True, htype='tabs') @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'invoices')) def employee_expenses_invoices(): """ List teacher payments invoices by month and add button to add invoices for a selected month """ response.title = T('Employee Expenses') response.subtitle = T('') response.view = 'general/only_content_no_box.html' invoices = Invoices() status_filter = invoices.list_get_status_filter() list = invoices.list_invoices(only_employee_claim_credit_invoices=True) content = DIV( employee_expenses_get_menu(request.function), DIV(DIV(status_filter, list, _class='tab-pane active'), _class='tab-content'), _class='nav-tabs-custom') return dict(content=content) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'employee_claims')) def employee_expenses(): """ List all pending expenses """ from openstudio.os_employee_claims import EmployeeClaims response.title = T('Employee Expenses') response.subtitle = T('') response.view = 'general/only_content_no_box.html' status = request.vars['status'] try: page = int(request.args[0]) except IndexError: page = 0 ec = EmployeeClaims() tools = '' # if status == 'not_verified': update_permission = auth.has_membership(group_id='Admins') or \ auth.has_permission('update', 'employee_expenses') verify_all = '' if update_permission: verify_all = os_gui.get_button( 'noicon', URL('employee_expenses_accept_all'), title=T("Accept all"), tooltip="Accept all listed expenses", btn_class='btn-primary' ) tools = DIV( verify_all, ) table = ec.get_pending( formatted = True, page = page ) content = DIV( employee_expenses_get_menu(request.function), DIV(DIV(table, _class='tab-pane active'), _class='tab-content'), _class='nav-tabs-custom' ) return dict( content=content, header_tools=tools ) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'employee_claims')) def employee_expenses_accepted(): """ :return: """ from openstudio.os_employee_claims import EmployeeClaims response.title = T('Employee Expenses') response.subtitle = T('') response.view = 'general/only_content_no_box.html' status = request.vars['status'] try: page = int(request.args[0]) except IndexError: page = 0 tools = '' # if status == 'not_verified': create_permission = auth.has_membership(group_id='Admins') or \ auth.has_permission('create', 'invoices') verify_all = '' if create_permission: verify_all = os_gui.get_button( 'noicon', URL('employee_expenses_process_accepted'), title=T("Process all"), tooltip="Process all accepted expenses and create invoices", btn_class='btn-primary' ) tools = verify_all ec = EmployeeClaims() table = ec.get_accepted( formatted = True, page = page ) content = DIV( employee_expenses_get_menu(request.function), DIV(DIV(table, _class='tab-pane active'), _class='tab-content'), _class='nav-tabs-custom' ) return dict( content=content, header_tools= tools ) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'employee_claims')) def employee_expenses_rejected(): """ :return: """ from openstudio.os_employee_claims import EmployeeClaims response.title = T('Employee Expenses') response.subtitle = T('') response.view = 'general/only_content_no_box.html' status = request.vars['status'] try: page = int(request.args[0]) except IndexError: page = 0 ec = EmployeeClaims() table = ec.get_rejected( formatted = True, page = page ) content = DIV( employee_expenses_get_menu(request.function), DIV(DIV(table, _class='tab-pane active'), _class='tab-content'), _class='nav-tabs-custom' ) return dict( content=content ) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('read', 'employee_claims')) def employee_expenses_processed(): """ :return: """ from openstudio.os_employee_claims import EmployeeClaims response.title = T('Employee Expenses') response.subtitle = T('') response.view = 'general/only_content_no_box.html' session.invoices_edit_back = 'finance_employee_expenses_processed' status = request.vars['status'] try: page = int(request.args[0]) except IndexError: page = 0 ec = EmployeeClaims() table = ec.get_processed( formatted = True, page = page ) content = DIV( employee_expenses_get_menu(request.function), DIV(DIV(table, _class='tab-pane active'), _class='tab-content'), _class='nav-tabs-custom' ) return dict( content=content ) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('update', 'employee_claims')) def employee_expenses_accept_all(): """ Verify all not-verified classes :return: None """ from openstudio.os_employee_claims import EmployeeClaims ec = EmployeeClaims() number_accepted = ec.accept_all() if number_accepted: session.flash = T("All not accepted expenses have been accepted") else: session.flash = T("No classes were accepted") redirect(URL('employee_expenses')) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('update', 'employee_claims')) def employee_expenses_accept(): """ Verify attendance / payment :return: None """ from openstudio.os_employee_claim import EmployeeClaim ecID = request.vars['ecID'] ec = EmployeeClaim(ecID) success = ec.accept() if success: session.flash = T("Expense accepted") else: session.flash = T("Error accepting claim") redirect(URL('employee_expenses')) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('update', 'employee_claims')) def employee_expenses_reject(): """ Verify attendance / payment :return: None """ from openstudio.os_employee_claim import EmployeeClaim ecID = request.vars['ecID'] ec = EmployeeClaim(ecID) success = ec.reject() if success: session.flash = T("Expense moved to rejected") else: session.flash = T("Error rejecting expense") redirect(URL('employee_expenses')) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('update', 'employee_claims')) def employee_expenses_pending(): """ Verify attendance / payment :return: None """ from openstudio.os_employee_claim import EmployeeClaim ecID = request.vars['ecID'] ec = EmployeeClaim(ecID) success = ec.pending() if success: session.flash = T("Expense moved to pending") else: session.flash = T("Error rejecting expense") redirect(URL('employee_expenses')) @auth.requires(auth.has_membership(group_id='Admins') or \ auth.has_permission('create', 'invoices')) def employee_expenses_process_accepted(): """ Process verified classes; create credit invoices based on verified classes :return: """ from openstudio.os_employee_claims import EmployeeClaims ec = EmployeeClaims() count_processed = ec.process_accepted() expenses = T('expenses') if count_processed == 1: expenses = T("expense") session.flash = SPAN( T("Processed"), ' ', count_processed, ' ', expenses ) redirect(URL('employee_expenses_processed'))