XH_Digital_Management/application/fac_mgnt/models.py

from django.db import models

from application.pjt_mgnt.models import ProjectLedger


# 费用类型表
class ExpenseType(models.Model):
    type_id = models.AutoField(primary_key=True, verbose_name='费用类型ID')
    expense_type = models.CharField(max_length=255, unique=True, verbose_name='费用类型')

    class Meta:
        verbose_name = '费用类型表'
        verbose_name_plural = '费用类型表'

    def __str__(self):
        return self.expense_type


# 费用明细表
class ExpenseDetail(models.Model):
    detail_id = models.AutoField(primary_key=True, verbose_name='明细ID')
    type_id = models.ForeignKey(ExpenseType, on_delete=models.CASCADE, verbose_name='费用类型名称')
    expense_detail = models.CharField(max_length=255, unique=True, verbose_name='费用明细')

    class Meta:
        verbose_name = '费用明细表'
        verbose_name_plural = '费用明细表'

    def __str__(self):
        return self.expense_detail


# 集团年度预算表
class GroupAnnualBudget(models.Model):
    budget_id = models.AutoField(primary_key=True, verbose_name='记录ID')
    primary_department = models.CharField(max_length=255, verbose_name='一级部门')
    year = models.IntegerField(verbose_name='年份', null=False, blank=False)
    expense_type = models.ForeignKey(ExpenseType, on_delete=models.CASCADE, verbose_name='费用类型', null=False,
                                     blank=False)
    expense_detail = models.ForeignKey(ExpenseDetail, on_delete=models.CASCADE, verbose_name='费用明细', null=False,
                                       blank=False)
    amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='金额（元）')

    class Meta:
        verbose_name = '集团年度预算表'
        verbose_name_plural = '集团年度预算表'

    def __str__(self):
        return f"{self.primary_department} - {self.year}"


# 人工费明细表
class LaborCostDetail(models.Model):
    record_id = models.AutoField(primary_key=True, verbose_name='记录ID')
    year_month = models.CharField(max_length=7, verbose_name='年月', help_text='格式为YYYY-MM，表示记录的年月')
    name = models.CharField(max_length=255, verbose_name='姓名', null=False, blank=False)
    primary_department = models.CharField(max_length=255, verbose_name='一级部门', null=False, blank=False)
    secondary_department = models.CharField(max_length=255, verbose_name='二级部门', null=False, blank=False)
    attendance_days = models.IntegerField(verbose_name='出勤天数', null=False, blank=False)
    gross_salary = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='应发工资（元）', null=False, blank=False)
    attendance_reward = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='全勤奖（元）', null=True, blank=True)
    lunch_allowance = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='午餐津贴（元）', null=True, blank=True)
    other_monetary_benefits = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='其他货币性福利（元）', null=True, blank=True)
    social_security_deduction = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='代扣社保（元）', null=True, blank=True)
    housing_fund_deduction = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='代扣公积金（元）', null=True, blank=True)
    net_salary = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='实发工资（元）', null=False, blank=False)
    employer_social_security = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='公司承担社保（元）', null=True, blank=True)
    employer_housing_fund = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='公司承担公积金（元）', null=True, blank=True)

    class Meta:
        verbose_name = '人工费明细'
        verbose_name_plural = '人工费明细表'

    def __str__(self):
        return f"{self.name} - {self.year_month}"


# 报销明细表
class ReimbursementDetail(models.Model):
    record_id = models.AutoField(primary_key=True, verbose_name='记录ID')
    year_month = models.DateField(verbose_name='年月', null=False, blank=False)
    primary_department = models.CharField(max_length=255, verbose_name='一级部门', null=False, blank=False)
    name = models.CharField(max_length=255, verbose_name='姓名', null=False, blank=False)
    is_project_based = models.CharField(max_length=3, choices=(('是', '是'), ('否', '否')), verbose_name='是否立项', null=False, blank=False)
    project_id = models.ForeignKey(ProjectLedger, on_delete=models.CASCADE, verbose_name='项目编号', null=True, blank=True)
    project_name = models.CharField(max_length=255, verbose_name='项目名称', null=True, blank=True)
    expense_type = models.CharField(max_length=255, verbose_name='费用类型', null=False, blank=False)
    expense_details = models.CharField(max_length=255, verbose_name='费用明细', null=False, blank=False)
    expense_description = models.TextField(verbose_name='费用说明', null=False, blank=False)
    expense_date = models.DateField(verbose_name='费用发生时间', null=False, blank=False)
    amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='费用金额（元）', null=False, blank=False)

    class Meta:
        verbose_name = '报销明细表'
        verbose_name_plural = '报销明细表'

    def __str__(self):
        return f"{self.name} - {self.year_month}"


# 奖金类别表
class BonusCategory(models.Model):
    category_id = models.AutoField(primary_key=True)
    category_name = models.CharField(max_length=255, verbose_name='奖金类别')
    description = models.TextField(blank=True, verbose_name='描述')

    class Meta:
        verbose_name = '奖金类别表'
        verbose_name_plural = '奖金类别表'

    def __str__(self):
        return self.category_name


# 奖金分配表
class BonusAllocation(models.Model):
    record_id = models.AutoField(primary_key=True, verbose_name='记录ID')
    year_month = models.CharField(max_length=7, verbose_name='年月', null=False, blank=False)
    primary_department = models.CharField(max_length=255, verbose_name='一级部门', null=False, blank=False)
    secondary_department = models.CharField(max_length=255, verbose_name='二级部门', null=False, blank=False)
    name = models.CharField(max_length=255, verbose_name='姓名', null=False, blank=False)
    bonus_category = models.CharField(max_length=255, verbose_name='奖金类别', null=False, blank=False)
    award_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='奖励金额（元）', null=False, blank=False)

    class Meta:
        verbose_name = '奖金分配表'
        verbose_name_plural = '奖金分配表'

    def __str__(self):
        return f"{self.name} - {self.year_month}"


# 纳税记录表
class TaxRecord(models.Model):
    TAX_TYPE_CHOICES = [
        ('增值税', '增值税'),
        ('消费税', '消费税'),
        ('企业所得税', '企业所得税'),
        ('个人所得税', '个人所得税'),
        ('资源税', '资源税'),
        ('城市维护建设税', '城市维护建设税'),
        ('房产税', '房产税'),
        ('印花税', '印花税'),
        ('城镇土地使用税', '城镇土地使用税'),
        ('土地增值税', '土地增值税'),
        ('车船税', '车船税'),
        ('船舶吨税', '船舶吨税'),
        ('车辆购置税', '车辆购置税'),
        ('烟叶税', '烟叶税'),
        ('耕地占用税', '耕地占用税'),
        ('契税', '契税'),
        ('环境保护税', '环境保护税'),
        ('关税', '关税'),
    ]

    TAX_PERIOD_CHOICES = [
        ('月度', '月度'),
        ('季度', '季度'),
        ('年度', '年度'),
    ]

    tax_entity = models.CharField(max_length=255, verbose_name='纳税主体', null=False, blank=False)
    year = models.IntegerField(verbose_name='年度', null=False, blank=False)
    tax_type = models.CharField(max_length=255, choices=TAX_TYPE_CHOICES, verbose_name='纳税税种', null=False, blank=False)
    tax_period = models.CharField(max_length=255, choices=TAX_PERIOD_CHOICES, verbose_name='所属税款期', null=False, blank=False)
    tax_date = models.DateField(verbose_name='纳税日期', null=False, blank=False)
    tax_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='纳税金额（元）', null=False, blank=False)
    annual_cumulative = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='当年累计（元）', null=False, blank=False)
    note = models.CharField(max_length=255, verbose_name='备注')

    class Meta:
        verbose_name = '纳税记录表'
        verbose_name_plural = '纳税记录表'

    def __str__(self):
        return f"{self.tax_entity} - {self.year} - {self.tax_type}"


# 电子发票台账
class ElectronicInvoiceLedger(models.Model):
    expense_party = models.CharField(max_length=255, verbose_name='费用当事人', null=False, blank=False)
    primary_department = models.CharField(max_length=255, verbose_name='一级部门', null=False, blank=False)
    submission_date = models.DateField(verbose_name='提交日期', null=False, blank=False)
    invoice_code = models.CharField(max_length=255, verbose_name='发票代码', null=False, blank=False)
    invoice_number = models.CharField(max_length=255, verbose_name='发票号码', null=False, blank=False)
    invoice_date = models.DateField(verbose_name='开票日期', null=False, blank=False)
    buyer_name = models.CharField(max_length=255, verbose_name='购买方名称', null=False, blank=False)
    buyer_tax_number = models.CharField(max_length=255, verbose_name='购买方税号', null=False, blank=False)
    seller_name = models.CharField(max_length=255, verbose_name='销售方名称', null=False, blank=False)
    seller_tax_number = models.CharField(max_length=255, verbose_name='销售方税号', null=False, blank=False)
    goods_or_services_name = models.CharField(max_length=255, verbose_name='货物或应税劳务服务名称', null=False, blank=False)
    tax_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='税率', null=False, blank=False)
    total_amount_including_tax = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='价税合计（元）', null=False, blank=False)

    class Meta:
        verbose_name = '电子发票台账'
        verbose_name_plural = '电子发票台账'
        unique_together = [['invoice_code', 'invoice_number']]  # 设置发票代码和发票号码的联合唯一性约束

    def __str__(self):
        return f"{self.invoice_code} - {self.invoice_number}"


# 开票记录
class InvoiceRecord(models.Model):
    INVOICE_TYPE_CHOICES = [('专票', '专票'), ('普票', '普票')]

    record_id = models.AutoField(primary_key=True, verbose_name='记录编号')
    project_id = models.ForeignKey(ProjectLedger, on_delete=models.CASCADE, verbose_name='项目编号')
    project_name = models.CharField(max_length=255, verbose_name='项目名称', null=False, blank=False)
    primary_department = models.CharField(max_length=255, verbose_name='一级部门', null=False, blank=False)
    project_manager = models.CharField(max_length=255, verbose_name='项目负责人', null=False, blank=False)
    NATURE_CHOICES = [('新增', '新增'), ('开票', '开票')]
    nature = models.CharField(max_length=255, choices=NATURE_CHOICES, verbose_name='性质', null=False, blank=False)
    billing_entity = models.CharField(max_length=255, verbose_name='开票主体', blank=True)
    invoice_number = models.CharField(max_length=255, verbose_name='发票号码', unique=True, null=False, blank=False)
    purchase_info = models.TextField(verbose_name='购票信息', blank=True)
    invoice_date = models.DateField(verbose_name='开票时间', null=False, blank=False)
    invoice_content = models.TextField(verbose_name='开票内容', blank=True)
    total_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='价税合计金额（元）', null=False, blank=False)
    tax_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='税率', null=False, blank=False)
    amount_excluding_tax = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='不含税金额（元）', null=False, blank=False)
    tax_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='税额（元）', null=False, blank=False)
    invoice_type = models.CharField(max_length=255, choices=INVOICE_TYPE_CHOICES, verbose_name='发票类型', null=False, blank=False)

    class Meta:
        verbose_name = '开票记录'
        verbose_name_plural = '开票记录'

    def __str__(self):
        return f"Record #{self.record_id} - Invoice Number: {self.invoice_number}"


# 回款记录
class RepaymentRecord(models.Model):
    record_id = models.AutoField(primary_key=True, verbose_name='记录编号')
    project_id = models.ForeignKey(ProjectLedger, on_delete=models.CASCADE, verbose_name='项目编号')
    project_name = models.CharField(max_length=255, verbose_name='项目名称', null=False, blank=False)
    primary_department = models.CharField(max_length=255, verbose_name='一级部门', null=False, blank=False)
    project_manager = models.CharField(max_length=255, verbose_name='项目负责人', null=False, blank=False)
    invoice = models.ForeignKey(InvoiceRecord, on_delete=models.CASCADE, verbose_name='开票记录')
    repayment_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='回款金额', null=False, blank=False)

    class Meta:
        verbose_name = '回款记录表'
        verbose_name_plural = '回款记录表'

    def __str__(self):
        return f"Record #{self.record_id} - Invoice Number: {self.invoice.invoice_number}, Total Amount: {self.invoice.total_amount}"


# 回款详情
class RepaymentDetail(models.Model):
    record_id = models.AutoField(primary_key=True, verbose_name='记录编号')
    repayment_record = models.ForeignKey(RepaymentRecord, on_delete=models.CASCADE, related_name='details', verbose_name='回款记录')
    repayment_date = models.DateField(verbose_name='回款时间', null=False, blank=False)
    repayment_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='回款金额（元）', null=False, blank=False)

    class Meta:
        verbose_name = '回款详情'
        verbose_name_plural = '回款详情'

    def __str__(self):
        return f"Detail #{self.record_id} - Repayment Amount: {self.repayment_amount}"


# 员工提成情况表
class EmployeeCommission(models.Model):
    record_id = models.AutoField(primary_key=True, verbose_name='记录编号')
    project_id = models.ForeignKey(ProjectLedger, on_delete=models.CASCADE, verbose_name='项目编号')
    project_name = models.CharField(max_length=255, verbose_name='项目名称', null=False, blank=False)
    year_month = models.DateField(verbose_name='年月', null=False, blank=False)
    company_retained = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='公司留存（元）', null=False, blank=False)
    name = models.ForeignKey('hrm_mgnt.EmployeeInformation', on_delete=models.SET_NULL, null=True, verbose_name='姓名')
    primary_department = models.CharField(max_length=255, verbose_name='一级部门', null=False, blank=False)
    total_commission = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='提成总额（元）', null=False, blank=False)
    amount_paid = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='已发放金额（元）', null=False, blank=False)
    accrued_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='计提金额（元）', null=False, blank=False)
    chairman_fund = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='董事长资金池（元）', null=False, blank=False)

    class Meta:
        verbose_name = '员工提成情况表'
        verbose_name_plural = '员工提成情况表'

    def __str__(self):
        return f"Record #{self.record_id} - Project: {self.project_name}, Employee: {self.name}, Year-Month: {self.year_month}"


# 员工提成记录修改表
class CommissionModification(models.Model):
    modification_id = models.AutoField(primary_key=True, verbose_name='修改记录ID')
    commission_record = models.ForeignKey(EmployeeCommission, on_delete=models.CASCADE, verbose_name='提成记录ID')
    modified_field = models.CharField(max_length=255, verbose_name='修改金额字段', null=False, blank=False)
    previous_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='修改前金额（元）', null=False, blank=False)
    modified_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='修改后金额（元）', null=False, blank=False)
    modified_by = models.CharField(max_length=255, verbose_name='修改人', null=False, blank=False)
    modification_date = models.DateTimeField(verbose_name='修改时间', auto_now_add=True)

    class Meta:
        verbose_name = '员工提成记录修改表'
        verbose_name_plural = '员工提成记录修改表'

    def __str__(self):
        return f"Modification #{self.modification_id} - Commission Record: {self.commission_record}, Modified By: {self.modified_by}, Modification Date: {self.modification_date}"


# 项目提成情况表
class ProjectCommission(models.Model):
    record_id = models.AutoField(primary_key=True, verbose_name='记录编号')
    project_name = models.ForeignKey('pjt_mgnt.ProjectLedger', on_delete=models.CASCADE, verbose_name='项目名称')
    year_month = models.DateField(verbose_name='年月', null=False, blank=False)
    company_retained = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='公司留存（元）', null=False, blank=False)
    total_commission = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='提成总额（元）', null=False, blank=False)
    chairman_fund = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='董事长资金池（元）', null=False, blank=False)

    class Meta:
        verbose_name = '项目提成情况表'
        verbose_name_plural = '项目提成情况表'

    def __str__(self):
        return f"Record #{self.record_id} - Project: {self.project_name}, Year-Month: {self.year_month}"


# 项目提成记录修改表
class EmployeeCommissionDetail(models.Model):
    record_id = models.AutoField(primary_key=True, verbose_name='记录编号')
    project_commission = models.ForeignKey(ProjectCommission, on_delete=models.CASCADE, related_name='employee_commissions', verbose_name='项目提成情况')
    employee = models.ForeignKey('hrm_mgnt.EmployeeInformation', on_delete=models.CASCADE, verbose_name='员工')
    primary_department = models.CharField(max_length=255, verbose_name='一级部门', null=False, blank=False)
    year = models.IntegerField(verbose_name='年度', null=False, blank=False)
    performance_score = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='年度绩效', null=False, blank=False)
    total_commission = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='提成金额（元）', null=False, blank=False)
    amount_paid = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='已发放金额（元）', null=False, blank=False)
    accrued_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='计提金额（元）', null=False, blank=False)
    back_pay_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='补发金额（元）', null=False, blank=False)
    deduction_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='扣除金额（元）', null=False, blank=False)

    class Meta:
        verbose_name = '员工提成详情表'
        verbose_name_plural = '员工提成详情表'

    def __str__(self):
        return f"Record #{self.record_id} - Employee: {self.employee.name}, Year: {self.year}"

    def save(self, *args, **kwargs):
        super().save(*args, **kwargs)
        self.update_project_commission_total()

    def update_project_commission_total(self):
        total_commission = self.project_commission.employee_commissions.aggregate(total=models.Sum('total_commission'))['total']
        self.project_commission.total_commission = total_commission
        self.project_commission.save()