from decimal import Decimal from django.apps import apps from django.core.validators import MinValueValidator, MaxValueValidator from django.db import models, IntegrityError from django.db.models.signals import post_save from django.dispatch import receiver from django.utils.functional import cached_property from application.hrm_mgnt.models import EmployeeInformation from application.org_mgnt.models import PrimaryDepartment # 项目台账 class ProjectLedger(models.Model): # 业务人员填报部分 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', null=False, blank=False) start_date = models.DateField(verbose_name='登记日期', null=True, blank=True) project_approval_date = models.DateField(verbose_name='立项日期', null=True, blank=True) end_date = models.DateField(verbose_name='结束日期', null=True, blank=True) primary_department = models.CharField(max_length=255, verbose_name='一级部门', null=True, blank=True) customer_name = models.CharField(max_length=255, verbose_name='客户名称', null=True, blank=True) province = models.CharField(max_length=255, verbose_name='省', null=True, blank=True) city = models.CharField(max_length=255, verbose_name='市', null=True, blank=True) district = models.CharField(max_length=255, verbose_name='区县', null=True, blank=True) project_leader = models.CharField(max_length=255, verbose_name='负责人', null=False, blank=False) project_members = models.TextField(verbose_name='项目组员', null=True, blank=True) 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', null=True, blank=True) # 管理部人员填报部分: resource_type = models.CharField(max_length=50, choices=[('公司', '公司'), ('个人', '个人')], verbose_name='资源类型', null=True, blank=True) 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', null=True, blank=True) project_progress = models.CharField(max_length=255, verbose_name='项目进度', null=True, blank=True) contract_date = models.DateField(verbose_name='签约时间', null=True, blank=True) contract_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='标的金额(元)', null=True, blank=True) contract_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='合同费率(%)', null=True, blank=True) revenue = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='收入(元)', null=True, blank=True) cost_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='成本费率(%)', null=True, blank=True) cost = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='成本(元)', null=True, blank=True) net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='净收入(元)', null=True, blank=True) # 开票记录 total_amount_including_tax = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='价税合计金额(元)', null=True, blank=True) # 回款记录 repayment_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='回款金额(元)', null=True, blank=True) # 计算得出 receivable_net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='应收净收入(元)', null=True, blank=True) actual_net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='实收净收入(元)', null=True, blank=True) outstanding_net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='待收净收入(元)', null=True, blank=True) notes = models.TextField(verbose_name='备注', null=True, blank=True) @property def net_income_ratio(self): if self.revenue and self.revenue > Decimal('0'): return Decimal('1') - (self.cost / self.revenue) return Decimal('0') @cached_property def calculate_net_income(self): if self.revenue and self.cost: return self.revenue - self.cost return Decimal('0') def calculate_receivable_net_income(self): try: self.receivable_net_income = self.net_income_ratio * self.total_amount_including_tax except TypeError: self.receivable_net_income = 0 def calculate_actual_net_income(self): try: self.actual_net_income = self.net_income_ratio * self.repayment_amount except TypeError: self.actual_net_income = 0 def calculate_outstanding_net_income(self): self.outstanding_net_income = self.receivable_net_income - self.actual_net_income def save(self, *args, **kwargs): self.net_income = self.calculate_net_income project_leader = EmployeeInformation.objects.filter(name=self.project_leader).first() primary_department = PrimaryDepartment.objects.filter(department_name=self.primary_department).first() if self.project_leader: if not project_leader: raise ValueError("费用当事人不存在") if self.primary_department: if not primary_department: raise ValueError("一级部门不存在") if self.pk is None: # 新增操作,进行唯一性校验 if ProjectLedger.objects.filter(project_leader=self.project_leader, primary_department=self.primary_department, project_name=self.project_name).exists(): raise IntegrityError("该一级部门的负责人名下已存在该项目名称。") super(ProjectLedger, self).save(*args, **kwargs) def create_sub_table(self): if self.primary_department == '天信' or self.primary_department == '混改': ChildProjectLedgerA.objects.create(project_id=self) elif self.primary_department == '艾力芬特': ChildProjectLedgerB.objects.create(project_id=self) elif self.primary_department == '星河': ChildProjectLedgerC.objects.create(project_id=self) elif self.primary_department == '星海': ChildProjectLedgerD.objects.create(project_id=self) class Meta: verbose_name = '项目台账' verbose_name_plural = '项目台账' def __str__(self): return self.project_name @receiver(post_save, sender=ProjectLedger) def create_sub_table(sender, instance, created, **kwargs): if created: if instance.primary_department == '天信' or instance.primary_department == '混改': ChildProjectLedgerA.objects.create(project_id=instance) elif instance.primary_department == '艾力芬特': ChildProjectLedgerB.objects.create(project_id=instance) elif instance.primary_department == '星河': ChildProjectLedgerC.objects.create(project_id=instance) elif instance.primary_department == '星海': ChildProjectLedgerD.objects.create(project_id=instance) # 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=True, blank=True) description = models.TextField(verbose_name='问题描述', null=True, blank=True) handler = models.CharField(max_length=255, verbose_name='经办人', null=True, blank=True) reference = models.TextField(verbose_name='参考依据', null=True, blank=True) solution = models.TextField(verbose_name='解决方案', null=True, blank=True) decision_maker = models.CharField(max_length=255, verbose_name='决策人', null=True, 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=True, blank=True, default='未解决') 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}" # 项目台账续表A # 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', null=True, blank=True) resource_party = models.CharField(max_length=255, verbose_name='资源方', null=True, blank=True) cooperation_party = models.CharField(max_length=255, verbose_name='合作方', null=True, blank=True) transaction_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='成交金额(元)', null=True, blank=True) target_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='标的金额(元)', null=True, blank=True) @property def contract_completion_rate(self): if self.target_amount != 0: return round((self.transaction_amount / self.target_amount) * 100, 2) 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', null=True, blank=True) partner = models.CharField(max_length=255, verbose_name='合作方', null=True, blank=True) start_interest_date = models.DateField(verbose_name='起息日期', null=True, blank=True) interest_payment_date = models.DateField(verbose_name='付息日期', null=True, blank=True) number_of_people = models.IntegerField(verbose_name='人数', null=True, blank=True) amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='金额', null=True, blank=True) 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', null=True, blank=True) resource_party = models.CharField(max_length=255, verbose_name='资源方', null=True, blank=True) cooperation_party = models.CharField(max_length=255, verbose_name='合作方', null=True, blank=True) service_period = models.CharField(max_length=100, verbose_name='服务周期', null=True, blank=True) 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', null=True, blank=True) capital_demand_party = models.CharField(max_length=255, verbose_name='资金需求方', null=True, blank=True) capital_provider = models.CharField(max_length=255, verbose_name='资金提供方', null=True, blank=True) financing_method = models.CharField(max_length=255, verbose_name='融资方式', null=True, blank=True) target_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='标的金额(元)', null=True, blank=True) term = models.CharField(max_length=100, verbose_name='期限', null=True, blank=True) nominal_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='票面利率', null=True, blank=True) total_cost = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='综合成本(元)', null=True, blank=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', null=True, blank=True) trade_entity = models.CharField(max_length=255, verbose_name='贸易主体', null=True, blank=True) trade_service_provider = models.CharField(max_length=255, verbose_name='贸易服务商', null=True, blank=True) trade_variety = models.CharField(max_length=255, verbose_name='贸易品种', null=True, blank=True) demand_party = models.CharField(max_length=255, verbose_name='需求方', null=True, blank=True) supply_party = models.CharField(max_length=255, verbose_name='供给方', null=True, 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) primary_department = models.CharField(max_length=255, verbose_name='一级部门', 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): primary_department_name = PrimaryDepartment.objects.filter(department_name=self.primary_department).first() name = EmployeeInformation.objects.filter(name=self.name).first() if self.primary_department: if not primary_department_name: raise ValueError("一级部门不存在") if self.name: if not name: raise ValueError("姓名不存在") if self.pk is None: # 新增操作,进行唯一性校验 if EmployeeProjectIncomeSettlement.objects.filter(project_name=self.project_name, year_month=self.year_month, name=self.name, primary_department=self.primary_department).exists(): raise IntegrityError("该部门下的员工在同一年月的同一项目下已存在一个项目结算。") # 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)