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Fixes on the billing system

This commit is contained in:
Marc 2014-09-19 14:47:25 +00:00
parent 1456c457fc
commit c992d5004c
15 changed files with 221 additions and 87 deletions
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3
TODO.md
View File

@ -102,3 +102,6 @@ at + clock time, midnight, noon- At 3:30 p.m., At 4:01, At noon
* transaction.ABORTED -> bill.bad_debt
- Issue new transaction when current transaction is ABORTED
* underescore *every* private function
* create log file at /var/log/orchestra.log and rotate

4
orchestra/apps/bills/admin.py
View File

@ -61,7 +61,7 @@ class BillAdmin(AccountAdminMixin, ExtendedModelAdmin):
fieldsets = (
(None, {
'fields': ('number', 'display_total', 'account_link', 'type',
'is_open', 'display_payment_state', 'is_sent', 'due_on', 'comments'),
'display_payment_state', 'is_sent', 'due_on', 'comments'),
}),
(_("Raw"), {
'classes': ('collapse',),
@ -71,7 +71,7 @@ class BillAdmin(AccountAdminMixin, ExtendedModelAdmin):
actions = [download_bills, close_bills, send_bills]
change_view_actions = [view_bill, download_bills, send_bills, close_bills]
change_readonly_fields = ('account_link', 'type', 'is_open')
readonly_fields = ('number', 'display_total', 'display_payment_state')
readonly_fields = ('number', 'display_total', 'is_sent', 'display_payment_state')
inlines = [BillLineInline]
created_on_display = admin_date('created_on')

50
orchestra/apps/bills/migrations/0007_auto_20140918_1454.py Normal file
View File

@ -0,0 +1,50 @@
# -*- coding: utf-8 -*-
from __future__ import unicode_literals
from django.db import models, migrations
class Migration(migrations.Migration):
dependencies = [
('bills', '0006_auto_20140911_1238'),
]
operations = [
migrations.RemoveField(
model_name='bill',
name='status',
),
migrations.RemoveField(
model_name='billline',
name='amount',
),
migrations.RemoveField(
model_name='billline',
name='total',
),
migrations.AddField(
model_name='bill',
name='is_open',
field=models.BooleanField(default=True, verbose_name='is open'),
preserve_default=True,
),
migrations.AddField(
model_name='bill',
name='is_sent',
field=models.BooleanField(default=False, verbose_name='is sent'),
preserve_default=True,
),
migrations.AddField(
model_name='billline',
name='quantity',
field=models.DecimalField(default=10, verbose_name='quantity', max_digits=12, decimal_places=2),
preserve_default=False,
),
migrations.AddField(
model_name='billline',
name='subtotal',
field=models.DecimalField(default=20, verbose_name='subtotal', max_digits=12, decimal_places=2),
preserve_default=False,
),
]

2
orchestra/apps/bills/models.py
View File

@ -51,6 +51,7 @@ class Bill(models.Model):
type = models.CharField(_("type"), max_length=16, choices=TYPES)
created_on = models.DateTimeField(_("created on"), auto_now_add=True)
closed_on = models.DateTimeField(_("closed on"), blank=True, null=True)
# TODO rename to is_closed
is_open = models.BooleanField(_("is open"), default=True)
is_sent = models.BooleanField(_("is sent"), default=False)
due_on = models.DateField(_("due on"), null=True, blank=True)
@ -130,6 +131,7 @@ class Bill(models.Model):
self.due_on = self.get_due_date(payment=payment)
self.total = self.get_total()
self.html = self.render(payment=payment)
if self.get_type() != 'PROFORMA':
self.transactions.create(bill=self, source=payment, amount=self.total)
self.closed_on = timezone.now()
self.is_open = False

2
orchestra/apps/orders/actions.py
View File

@ -39,7 +39,7 @@ class BillSelectedOrders(object):
billing_point=form.cleaned_data['billing_point'],
fixed_point=form.cleaned_data['fixed_point'],
is_proforma=form.cleaned_data['is_proforma'],
create_new_open=form.cleaned_data['create_new_open'],
new_open=form.cleaned_data['new_open'],
)
if int(request.POST.get('step')) != 3:
return self.select_related(request)

8
orchestra/apps/orders/billing.py
View File

@ -9,7 +9,7 @@ class BillsBackend(object):
def create_bills(self, account, lines, **options):
bill = None
bills = []
create_new = options.get('create_new_open', False)
create_new = options.get('new_open', False)
is_proforma = options.get('is_proforma', False)
for line in lines:
service = line.order.service
@ -19,16 +19,14 @@ class BillsBackend(object):
if create_new:
bill = ProForma.objects.create(account=account)
else:
bill, __ = ProForma.objects.get_or_create(account=account,
status=ProForma.OPEN)
bill, __ = ProForma.objects.get_or_create(account=account, is_open=True)
elif service.is_fee:
bill = Fee.objects.create(account=account)
else:
if create_new:
bill = Invoice.objects.create(account=account)
else:
bill, __ = Invoice.objects.get_or_create(account=account,
status=Invoice.OPEN)
bill, __ = Invoice.objects.get_or_create(account=account, is_open=True)
bills.append(bill)
# Create bill line
billine = bill.lines.create(

2
orchestra/apps/orders/forms.py
View File

@ -21,7 +21,7 @@ class BillSelectedOptionsForm(AdminFormMixin, forms.Form):
is_proforma = forms.BooleanField(initial=False, required=False,
label=_("Pro-forma, billing simulation"),
help_text=_("O."))
create_new_open = forms.BooleanField(initial=False, required=False,
new_open = forms.BooleanField(initial=False, required=False,
label=_("Create a new open bill"),
help_text=_("Deisgnates whether you want to put this orders on a new "
"open bill, or allow to reuse an existing one."))

74
orchestra/apps/orders/models.py
View File

@ -1,3 +1,4 @@
import logging
import sys
from django.db import models
@ -22,10 +23,14 @@ from . import helpers, settings
from .handlers import ServiceHandler
logger = logging.getLogger(__name__)
class OrderQuerySet(models.QuerySet):
group_by = queryset.group_by
def bill(self, **options):
# TODO classmethod?
bills = []
bill_backend = Order.get_bill_backend()
qs = self.select_related('account', 'service')
@ -41,13 +46,17 @@ class OrderQuerySet(models.QuerySet):
bills += [(account, bill_lines)]
return bills
def filter_givers(self, ini, end):
return self.filter(
cancelled_on__isnull=False, billed_until__isnull=False,
cancelled_on__lte=F('billed_until'), billed_until__gt=ini,
registered_on__lt=end)
def givers(self, ini, end):
return self.cancelled_and_billed().filter(billed_until__gt=ini, registered_on__lt=end)
def filter_pricing_orders(self, ini, end):
def cancelled_and_billed(self, exclude=False):
qs = dict(cancelled_on__isnull=False, billed_until__isnull=False,
cancelled_on__lte=F('billed_until'))
if exclude:
return self.exclude(**qs)
return self.filter(**qs)
def pricing_orders(self, ini, end):
return self.filter(billed_until__isnull=False, billed_until__gt=ini,
registered_on__lt=end)
@ -86,18 +95,6 @@ class Order(models.Model):
def __unicode__(self):
return str(self.service)
def update(self):
instance = self.content_object
handler = self.service.handler
if handler.metric:
metric = handler.get_metric(instance)
if metric is not None:
MetricStorage.store(self, metric)
description = "{}: {}".format(handler.description, str(instance))
if self.description != description:
self.description = description
self.save()
@classmethod
def update_orders(cls, instance):
Service = get_model(*settings.ORDERS_SERVICE_MODEL.split('.'))
@ -111,6 +108,7 @@ class Order(models.Model):
continue
order = cls.objects.create(content_object=instance,
service=service, account_id=account_id)
logger.info("CREATED new order id: {id}".format(id=order.id))
else:
order = orders.get()
order.update()
@ -121,9 +119,24 @@ class Order(models.Model):
def get_bill_backend(cls):
return import_class(settings.ORDERS_BILLING_BACKEND)()
def update(self):
instance = self.content_object
handler = self.service.handler
if handler.metric:
metric = handler.get_metric(instance)
if metric is not None:
MetricStorage.store(self, metric)
description = "{}: {}".format(handler.description, str(instance))
logger.info("UPDATED order id: {id} description:{description}".format(
id=self.id, description=description))
if self.description != description:
self.description = description
self.save()
def cancel(self):
self.cancelled_on = timezone.now()
self.save()
logger.info("CANCELLED order id: {id}".format(id=self.id))
def get_metric(self, ini, end):
return MetricStorage.get(self, ini, end)
@ -162,29 +175,30 @@ class MetricStorage(models.Model):
return 0
# TODO If this happens to be very costly then, consider an additional
# implementation when runnning within a request/Response cycle, more efficient :)
@receiver(pre_delete, dispatch_uid="orders.cancel_orders")
_excluded_models = (MetricStorage, LogEntry, Order, ContentType, MigrationRecorder.Migration)
@receiver(post_delete, dispatch_uid="orders.cancel_orders")
def cancel_orders(sender, **kwargs):
if sender in services:
if sender not in _excluded_models:
instance = kwargs['instance']
if hasattr(instance, 'account'):
for order in Order.objects.by_object(instance).active():
order.cancel()
else:
related = helpers.get_related_objects(instance)
if related and related != instance:
Order.update_orders(related)
@receiver(post_save, dispatch_uid="orders.update_orders")
@receiver(post_delete, dispatch_uid="orders.update_orders_post_delete")
def update_orders(sender, **kwargs):
exclude = (
MetricStorage, LogEntry, Order, ContentType, MigrationRecorder.Migration
)
if sender not in exclude:
if sender not in _excluded_models:
instance = kwargs['instance']
if instance.pk:
# post_save
if hasattr(instance, 'account'):
Order.update_orders(instance)
else:
related = helpers.get_related_objects(instance)
if related:
if related and related != instance:
Order.update_orders(related)

17
orchestra/apps/orders/tests/functional_tests/tests.py
View File

@ -96,13 +96,16 @@ class BillingTests(BaseTestCase):
account = self.create_account()
service = self.create_ftp_service()
user = self.create_ftp(account=account)
bp = timezone.now().date() + relativedelta.relativedelta(years=2)
bills = service.orders.bill(billing_point=bp, fixed_point=True)
first_bp = timezone.now().date() + relativedelta.relativedelta(years=2)
bills = service.orders.bill(billing_point=first_bp, fixed_point=True)
user.delete()
user = self.create_ftp(account=account)
bp = timezone.now().date() + relativedelta.relativedelta(years=1)
bills = service.orders.bill(billing_point=bp, fixed_point=True)
for line in bills[0].lines.all():
print line
print line.sublines.all()
# TODO asserts
bills = service.orders.bill(billing_point=bp, fixed_point=True, new_open=True)
discount = bills[0].lines.order_by('id')[0].sublines.get()
self.assertEqual(decimal.Decimal(-20), discount.total)
order = service.orders.order_by('id').first()
self.assertEqual(order.cancelled_on, order.billed_until)
order = service.orders.order_by('-id').first()
self.assertEqual(first_bp, order.billed_until)
self.assertEqual(decimal.Decimal(0), bills[0].get_total())

12
orchestra/apps/payments/admin.py
View File

@ -127,12 +127,14 @@ class TransactionAdmin(ChangeViewActionsMixin, AccountAdminMixin, admin.ModelAdm
actions = super(TransactionAdmin, self).get_change_view_actions()
exclude = []
if obj:
if obj.state == Transaction.WAITTING_PROCESSING:
exclude = ['mark_as_executed', 'mark_as_secured', 'mark_as_rejected']
elif obj.state == Transaction.WAITTING_EXECUTION:
exclude = ['process_transactions', 'mark_as_secured', 'mark_as_rejected']
if obj.state == Transaction.EXECUTED:
exclude.append('mark_as_executed')
elif obj.state == Transaction.REJECTED:
exclude.append('mark_as_rejected')
elif obj.state == Transaction.SECURED:
exclude.append('mark_as_secured')
exclude = ['process_transactions', 'mark_as_executed']
elif obj.state in [Transaction.REJECTED, Transaction.SECURED]:
return []
return [action for action in actions if action.__name__ not in exclude]

4
orchestra/apps/payments/models.py
View File

@ -118,18 +118,22 @@ class Transaction(models.Model):
raise ValidationError(_("New transactions can not be allocated for this bill"))
def mark_as_processed(self):
assert self.state == self.WAITTING_PROCESSING
self.state = self.WAITTING_EXECUTION
self.save()
def mark_as_executed(self):
assert self.state == self.WAITTING_EXECUTION
self.state = self.EXECUTED
self.save()
def mark_as_secured(self):
assert self.state == self.EXECUTED
self.state = self.SECURED
self.save()
def mark_as_rejected(self):
assert self.state == self.EXECUTED
self.state = self.REJECTED
self.save()

105
orchestra/apps/services/handlers.py
View File

@ -154,12 +154,12 @@ class ServiceHandler(plugins.Plugin):
for dtype, dprice in discounts:
self.generate_discount(line, dtype, dprice)
discounted += dprice
subtotal -= discounted
subtotal += discounted
if subtotal > price:
self.generate_discount(line, 'volume', price-subtotal)
return line
def compensate(self, givers, receivers, commit=True):
def assign_compensations(self, givers, receivers, commit=True):
compensations = []
for order in givers:
if order.billed_until and order.cancelled_on and order.cancelled_on < order.billed_until:
@ -170,17 +170,43 @@ class ServiceHandler(plugins.Plugin):
# receiver
ini = order.billed_until or order.registered_on
end = order.cancelled_on or datetime.date.max
order_interval = helpers.Interval(ini, order.new_billed_until)
compensations, used_compensations = helpers.compensate(order_interval, compensations)
interval = helpers.Interval(ini, end)
compensations, used_compensations = helpers.compensate(interval, compensations)
order._compensations = used_compensations
for comp in used_compensations:
comp.order.new_billed_until = min(comp.order.billed_until, comp.end)
# TODO get min right
comp.order.new_billed_until = min(comp.order.billed_until, comp.ini,
getattr(comp.order, 'new_billed_until', datetime.date.max))
if commit:
for order in givers:
if hasattr(order, 'new_billed_until'):
order.billed_until = order.new_billed_until
order.save()
def apply_compensations(self, order, only_beyond=False):
dsize = 0
discounts = ()
ini = order.billed_until or order.registered_on
end = order.new_billed_until
beyond = end
cend = None
for comp in getattr(order, '_compensations', []):
intersect = comp.intersect(helpers.Interval(ini=ini, end=end))
if intersect:
cini, cend = intersect.ini, intersect.end
if comp.end > beyond:
cend = comp.end
if only_beyond:
cini = beyond
elif not only_beyond:
continue
dsize += self.get_price_size(cini, cend)
# Extend billing point a little bit to benefit from a substantial discount
elif comp.end > beyond and (comp.end-comp.ini).days > 3*(comp.ini-beyond).days:
cend = comp.end
dsize += self.get_price_size(comp.ini, cend)
return dsize, cend
def get_register_or_renew_events(self, porders, ini, end):
# TODO count intermediat billing points too
counter = 0
@ -207,6 +233,7 @@ class ServiceHandler(plugins.Plugin):
for position, order in enumerate(orders):
csize = 0
compensations = getattr(order, '_compensations', [])
# Compensations < new_billed_until
for comp in compensations:
intersect = comp.intersect(interval)
if intersect:
@ -223,8 +250,15 @@ class ServiceHandler(plugins.Plugin):
for order, prices in priced.iteritems():
# Generate lines and discounts from order.nominal_price
price, cprice = prices
# Compensations > new_billed_until
dsize, new_end = self.apply_compensations(order, only_beyond=True)
cprice += dsize*price
if cprice:
discounts = (('compensation', cprice),)
discounts = (('compensation', -cprice),)
if new_end:
size = self.get_price_size(order.new_billed_until, new_end)
price += price*size
order.new_billed_until = new_end
line = self.generate_line(order, price, size, ini, end, discounts=discounts)
lines.append(line)
if commit:
@ -232,7 +266,7 @@ class ServiceHandler(plugins.Plugin):
order.save()
return lines
def bill_registered_or_renew_events(self, account, porders, rates, ini, end, commit=True):
def bill_registered_or_renew_events(self, account, porders, rates, commit=True):
# Before registration
lines = []
perido = self.get_pricing_period()
@ -242,16 +276,24 @@ class ServiceHandler(plugins.Plugin):
rdelta = relativedelta.relativedelta(years=1)
elif period == self.NEVER:
raise NotImplementedError("Rates with no pricing period?")
ini -= rdelta
for position, order in enumerate(porders):
if hasattr(order, 'new_billed_until'):
cend = order.billed_until or order.registered_on
cini = cend - rdelta
metric = self.get_register_or_renew_events(porders, cini, cend)
size = self.get_price_size(ini, end)
pend = order.billed_until or order.registered_on
pini = pend - rdelta
metric = self.get_register_or_renew_events(porders, pini, pend)
price = self.get_price(account, metric, position=position, rates=rates)
ini = order.billed_until or order.registered_on
end = order.new_billed_until
discounts = ()
dsize, new_end = self.apply_compensations(order)
if dsize:
discounts=(('compensation', -dsize*price),)
if new_end:
order.new_billed_until = new_end
end = new_end
size = self.get_price_size(ini, end)
price = price * size
line = self.generate_line(order, price, size, ini, end)
line = self.generate_line(order, price, size, ini, end, discounts=discounts)
lines.append(line)
if commit:
order.billed_until = order.new_billed_until
@ -262,38 +304,47 @@ class ServiceHandler(plugins.Plugin):
# date(2011, 1, 1) is equivalent to datetime(2011, 1, 1, 0, 0, 0)
# In most cases:
# ini >= registered_date, end < registered_date
bp = None
lines = []
commit = options.get('commit', True)
# boundary lookup and exclude cancelled and billed
orders_ = []
bp = None
ini = datetime.date.max
end = datetime.date.min
# boundary lookup
for order in orders:
cini = order.registered_on
if order.billed_until:
# exclude cancelled and billed
if self.on_cancel != self.REFOUND:
if order.cancelled_on and order.billed_until > order.cancelled_on:
continue
cini = order.billed_until
bp = self.get_billing_point(order, bp=bp, **options)
order.new_billed_until = bp
ini = min(ini, cini)
end = max(end, bp)
orders_.append(order)
orders = orders_
# Compensation
related_orders = account.orders.filter(service=self.service)
if self.on_cancel == self.DISCOUNT:
# Get orders pending for compensation
givers = list(related_orders.filter_givers(ini, end))
print givers
givers = list(related_orders.givers(ini, end))
givers.sort(cmp=helpers.cmp_billed_until_or_registered_on)
orders.sort(cmp=helpers.cmp_billed_until_or_registered_on)
self.compensate(givers, orders, commit=commit)
self.assign_compensations(givers, orders, commit=commit)
rates = self.get_rates(account)
if rates:
porders = related_orders.filter_pricing_orders(ini, end)
porders = related_orders.pricing_orders(ini, end)
porders = list(set(orders).union(set(porders)))
porders.sort(cmp=helpers.cmp_billed_until_or_registered_on)
if self.billing_period != self.NEVER and self.get_pricing_period != self.NEVER:
liens = self.bill_concurrent_orders(account, porders, rates, ini, end, commit=commit)
else:
lines = self.bill_registered_or_renew_events(account, porders, rates, ini, end, commit=commit)
# TODO compensation in this case?
lines = self.bill_registered_or_renew_events(account, porders, rates, commit=commit)
else:
lines = []
price = self.nominal_price
@ -301,9 +352,15 @@ class ServiceHandler(plugins.Plugin):
for order in orders:
ini = order.billed_until or order.registered_on
end = order.new_billed_until
discounts = ()
dsize, new_end = self.apply_compensations(order)
if dsize:
discounts=(('compensation', -dsize*price),)
if new_end:
order.new_billed_until = new_end
end = new_end
size = self.get_price_size(ini, end)
order.nominal_price = price * size
line = self.generate_line(order, price*size, size, ini, end)
line = self.generate_line(order, price*size, size, ini, end, discounts=discounts)
lines.append(line)
if commit:
order.billed_until = order.new_billed_until
@ -311,6 +368,7 @@ class ServiceHandler(plugins.Plugin):
return lines
def bill_with_metric(self, orders, account, **options):
# TODO filter out orders with cancelled_on < billed_until ?
lines = []
commit = options.get('commit', True)
for order in orders:
@ -342,7 +400,6 @@ class ServiceHandler(plugins.Plugin):
return lines
def generate_bill_lines(self, orders, account, **options):
# TODO filter out orders with cancelled_on < billed_until ?
if not self.metric:
lines = self.bill_with_orders(orders, account, **options)
else:

9
orchestra/apps/services/helpers.py
View File

@ -1,6 +1,3 @@
from django.utils import timezone
def get_chunks(porders, ini, end, ix=0):
if ix >= len(porders):
return [[ini, end, []]]
@ -57,8 +54,10 @@ class Interval(object):
return remaining
def __repr__(self):
now = timezone.now()
return "Start: %s End: %s" % ((self.ini-now).days, (self.end-now).days)
return "Start: {ini} End: {end}".format(
ini=self.ini.strftime('%Y-%-m-%-d'),
end=self.end.strftime('%Y-%-m-%-d')
)
def intersect(self, other, remaining_self=None, remaining_other=None):
if remaining_self is not None:

1
orchestra/apps/services/models.py
View File

@ -172,6 +172,7 @@ class Service(models.Model):
choices=(
(NOTHING, _("Nothing")),
(DISCOUNT, _("Discount")),
(REFOUND, _("Refound")),
),
default=DISCOUNT)
payment_style = models.CharField(_("payment style"), max_length=16,

3
orchestra/apps/users/models.py
View File

@ -38,7 +38,8 @@ class User(auth.AbstractBaseUser):
@property
def is_main(self):
return self.account.user == self
# TODO chicken and egg
return not self.account.user_id or self.account.user == self
def get_full_name(self):
full_name = '%s %s' % (self.first_name, self.last_name)