XH_Digital_Management/application/pjt_mgnt/models.py

import datetime

from django.core.validators import MinValueValidator, MaxValueValidator
from django.db import models


# 项目台账
class ProjectLedger(models.Model):
    project_id = models.AutoField(primary_key=True, verbose_name='项目编号')
    project_name = models.CharField(max_length=255, verbose_name='项目名称')
    start_date = models.DateField(verbose_name='登记日期')
    project_approval_date = models.DateField(verbose_name='立项日期', default=datetime.date.today)
    end_date = models.DateField(verbose_name='结束日期')
    primary_department = models.CharField(max_length=255, verbose_name='一级部门')
    customer_name = models.CharField(max_length=255, verbose_name='客户名称')
    province = models.CharField(max_length=255, verbose_name='省')
    city = models.CharField(max_length=255, verbose_name='市')
    district = models.CharField(max_length=255, verbose_name='区县')
    project_leader = models.CharField(max_length=255, verbose_name='负责人')
    project_members = models.TextField(verbose_name='项目组员')
    project_status = models.CharField(max_length=100, choices=[('进行中', '进行中'), ('暂停', '暂停'), ('待收款', '待收款'), ('完成', '完成')], verbose_name='项目状态')
    resource_type = models.CharField(max_length=50, choices=[('公司', '公司'), ('个人', '个人')], verbose_name='资源类型')
    project_nature = models.CharField(max_length=100, choices=[('新增', '新增'), ('存量', '存量'), ('新增及存量', '新增及存量'), ('老客户新业务', '老客户新业务')], verbose_name='项目性质')
    project_progress = models.CharField(max_length=255, verbose_name='项目进度')
    contract_date = models.DateField(verbose_name='签约时间')
    contract_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='标的金额（元）')
    contract_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='合同费率（%）')
    revenue = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='收入（元）')
    cost_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='成本费率（%）')
    cost = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='成本（元）')
    net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='净收入（元）')
    total_amount_including_tax = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='价税合计金额（元）')
    repayment_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='回款金额（元）')
    receivable_net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='应收净收入（元）')
    actual_net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='实收净收入（元）')
    outstanding_net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='待收净收入（元）')
    notes = models.TextField(verbose_name='备注')

    class Meta:
        verbose_name = '项目台账'
        verbose_name_plural = '项目台账'

    def __str__(self):
        return self.project_name


# 项目进度表
class ProjectProgress(models.Model):
    record_id = models.AutoField(primary_key=True, verbose_name='记录ID')
    project_id = models.ForeignKey(ProjectLedger, on_delete=models.CASCADE, verbose_name='项目编号')
    flow_nodes = models.JSONField(verbose_name='进度点')

    class Meta:
        verbose_name = '项目进度表'
        verbose_name_plural = '项目进度表'

    def __str__(self):
        return f"Record #{self.record_id} - Project: {self.project_id}"


# 项目进度设置表
class ProjectProgressSettings(models.Model):
    config_id = models.AutoField(primary_key=True, verbose_name='配置ID')
    project_type = models.CharField(max_length=255, verbose_name='项目类型', null=False, blank=False)
    flow_nodes_setting = models.CharField(max_length=255, verbose_name='项目进度设置', null=False, blank=False,
                                          help_text="项目进度设置示例：买菜;洗菜;切菜;烧菜;")

    class Meta:
        verbose_name = '项目进度设置表'
        verbose_name_plural = '项目进度设置表'

    def __str__(self):
        return f"Config #{self.config_id} - Project Type: {self.project_type}"


# 项目问题记录表
class ProjectIssuesLog(models.Model):
    issue_id = models.AutoField(primary_key=True, verbose_name='问题ID')
    project_id = models.ForeignKey(ProjectLedger, on_delete=models.CASCADE, verbose_name='项目ID')
    record_date = models.DateTimeField(verbose_name='记录时间', null=False, blank=False)
    description = models.TextField(verbose_name='问题描述', null=False, blank=False)
    handler = models.CharField(max_length=255, verbose_name='经办人', null=False, blank=False)
    reference = models.TextField(verbose_name='参考依据', blank=True)
    solution = models.TextField(verbose_name='解决方案', blank=True)
    decision_maker = models.CharField(max_length=255, verbose_name='决策人', blank=True)
    STATUS_CHOICES = [
        ('解决', '解决'),
        ('未解决', '未解决')
    ]
    status = models.CharField(max_length=255, choices=STATUS_CHOICES, verbose_name='状态', null=False, blank=False)

    class Meta:
        verbose_name = '项目问题记录表'
        verbose_name_plural = '项目问题记录表'

    def __str__(self):
        return f"Issue #{self.issue_id} - Project: {self.project_id.project_name}"


# 项目台账续表A
class ChildProjectLedgerA(models.Model):
    project_id = models.OneToOneField(ProjectLedger, primary_key=True, on_delete=models.CASCADE,
                                      verbose_name='项目编号')
    PROJECT_TYPE_CHOICES = [
        ('cbc', 'cbc'),
        ('债拍', '债拍'),
        ('其他', '其他')
    ]
    project_type = models.CharField(max_length=255, choices=PROJECT_TYPE_CHOICES, verbose_name='项目类型')
    resource_party = models.CharField(max_length=255, verbose_name='资源方')
    cooperation_party = models.CharField(max_length=255, verbose_name='合作方')
    transaction_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='成交金额（元）')
    target_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='标的金额（元）')

    @property
    def contract_completion_rate(self):
        if self.target_amount != 0:
            return round((self.transaction_amount / self.target_amount) * 100, 2)
        else:
            return None

    class Meta:
        verbose_name = '项目台账续表A'
        verbose_name_plural = '项目台账续表A'

    def __str__(self):
        return f"Project #{self.project_id} - Type: {self.project_type}"


# 项目台账续表B
class ChildProjectLedgerB(models.Model):
    project_id = models.OneToOneField(ProjectLedger, primary_key=True, on_delete=models.CASCADE,
                                      verbose_name='项目编号')
    PROJECT_TYPE_CHOICES = [
        ('承销', '承销'),
        ('贸易', '贸易'),
        ('其他', '其他')
    ]
    project_type = models.CharField(max_length=255, choices=PROJECT_TYPE_CHOICES, verbose_name='项目类型')
    partner = models.CharField(max_length=255, verbose_name='合作方')
    start_interest_date = models.DateField(verbose_name='起息日期')
    interest_payment_date = models.DateField(verbose_name='付息日期')
    number_of_people = models.IntegerField(verbose_name='人数')
    amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='金额')

    class Meta:
        verbose_name = '项目台账续表B'
        verbose_name_plural = '项目台账续表B'

    def __str__(self):
        return f"Project #{self.project_id} - Type: {self.project_type}"


# 项目台账续表C
class ChildProjectLedgerC(models.Model):
    project_id = models.OneToOneField(ProjectLedger, primary_key=True, on_delete=models.CASCADE,
                                      verbose_name='项目编号')
    PROJECT_TYPE_CHOICES = [
        ('咨询', '咨询'),
        ('科技', '科技'),
        ('新媒体', '新媒体'),
        ('其他', '其他')
    ]
    project_type = models.CharField(max_length=100, choices=PROJECT_TYPE_CHOICES, verbose_name='项目类型')
    resource_party = models.CharField(max_length=255, verbose_name='资源方')
    cooperation_party = models.CharField(max_length=255, verbose_name='合作方')
    service_period = models.CharField(max_length=100, verbose_name='服务周期')

    class Meta:
        verbose_name = '项目台账续表C'
        verbose_name_plural = '项目台账续表C'

    def __str__(self):
        return f"Project #{self.project_id} - Type: {self.project_type}"


# 项目台账续表D
class ChildProjectLedgerD(models.Model):
    project_id = models.OneToOneField(ProjectLedger, primary_key=True, on_delete=models.CASCADE,
                                      verbose_name='项目编号')
    PROJECT_TYPE_CHOICES = [
        ('非标', '非标'),
        ('贸易', '贸易'),
        ('其他', '其他')
    ]
    project_type = models.CharField(max_length=50, choices=PROJECT_TYPE_CHOICES, verbose_name='项目类型')
    capital_demand_party = models.CharField(max_length=255, verbose_name='资金需求方', blank=True)
    capital_provider = models.CharField(max_length=255, verbose_name='资金提供方', blank=True)
    financing_method = models.CharField(max_length=255, verbose_name='融资方式', blank=True)
    target_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='标的金额（元）', blank=True,
                                        null=True)
    term = models.CharField(max_length=100, verbose_name='期限', blank=True)
    nominal_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='票面利率', blank=True, null=True)
    total_cost = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='综合成本（元）', blank=True, null=True)
    TRADE_TYPE_CHOICES = [
        ('带量', '带量'),
        ('取信', '取信'),
        ('补票', '补票')
    ]
    trade_type = models.CharField(max_length=50, choices=TRADE_TYPE_CHOICES, verbose_name='贸易类型', blank=True)
    trade_entity = models.CharField(max_length=255, verbose_name='贸易主体', blank=True)
    trade_service_provider = models.CharField(max_length=255, verbose_name='贸易服务商', blank=True)
    trade_variety = models.CharField(max_length=255, verbose_name='贸易品种', blank=True)
    demand_party = models.CharField(max_length=255, verbose_name='需求方', blank=True)
    supply_party = models.CharField(max_length=255, verbose_name='供给方', blank=True)

    class Meta:
        verbose_name = '项目台账续表D'
        verbose_name_plural = '项目台账续表D'

    def __str__(self):
        return f"Project #{self.project_id} - Type: {self.project_type}"


# 项目组员收入结算表
class EmployeeProjectIncomeSettlement(models.Model):
    record_id = models.AutoField(primary_key=True, verbose_name='记录ID')
    project_name = models.ForeignKey('ProjectLedger', on_delete=models.CASCADE, verbose_name='项目名称')
    year_month = models.DateField(max_length=7, verbose_name='年月', help_text='格式为 YYYY-MM，从开票记录中关联')
    total_amount_including_tax = models.DecimalField(
        max_digits=10,
        decimal_places=2,
        verbose_name='价税合计金额（元）',
        help_text='从开票记录中获取',
        null=True,
        blank=True
    )
    name = models.CharField(max_length=255, verbose_name='姓名', help_text='员工姓名', null=True, blank=True)
    contribution_rate = models.DecimalField(
        max_digits=5,
        decimal_places=2,
        verbose_name='贡献率（%）',
        validators=[MinValueValidator(0), MaxValueValidator(100)],
        help_text='员工对项目的贡献率，单位为百分比',
        null=True,
        blank=True
    )
    sales_income = models.DecimalField(
        max_digits=10,
        decimal_places=2,
        verbose_name='销售收入（元）',
        help_text='计算得出，等于价税合计金额×贡献率',
        null=True,
        blank=True
    )

    class Meta:
        verbose_name = '项目组员收入结算表'
        verbose_name_plural = '项目组员收入结算表'

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

    def save(self, *args, **kwargs):
        # 只在贡献率不为空时计算销售收入
        if all([self.contribution_rate, self.total_amount_including_tax]):
            self.sales_income = self.total_amount_including_tax * (self.contribution_rate / 100)
        super().save(*args, **kwargs)