332 lines
18 KiB
Python
332 lines
18 KiB
Python
from decimal import Decimal
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from django.apps import apps
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from django.core.validators import MinValueValidator, MaxValueValidator
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from django.db import models, IntegrityError
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from django.db.models.signals import post_save
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from django.dispatch import receiver
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from django.utils.functional import cached_property
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from application.hrm_mgnt.models import EmployeeInformation
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from application.org_mgnt.models import PrimaryDepartment
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# 项目台账
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class ProjectLedger(models.Model):
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# 业务人员填报部分
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project_id = models.AutoField(primary_key=True, verbose_name='项目编号')
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project_name = models.CharField(max_length=255, verbose_name='项目名称', null=False, blank=False)
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start_date = models.DateField(verbose_name='登记日期', null=True, blank=True)
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project_approval_date = models.DateField(verbose_name='立项日期', null=True, blank=True)
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end_date = models.DateField(verbose_name='结束日期', null=True, blank=True)
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primary_department = models.CharField(max_length=255, verbose_name='一级部门', null=True, blank=True)
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customer_name = models.CharField(max_length=255, verbose_name='客户名称', null=True, blank=True)
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province = models.CharField(max_length=255, verbose_name='省', null=True, blank=True)
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city = models.CharField(max_length=255, verbose_name='市', null=True, blank=True)
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district = models.CharField(max_length=255, verbose_name='区县', null=True, blank=True)
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project_leader = models.CharField(max_length=255, verbose_name='负责人', null=False, blank=False)
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project_members = models.TextField(verbose_name='项目组员', null=True, blank=True)
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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)
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# 管理部人员填报部分：
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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)
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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)
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project_progress = models.CharField(max_length=255, verbose_name='项目进度', null=True, blank=True)
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contract_date = models.DateField(verbose_name='签约时间', null=True, blank=True)
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contract_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='标的金额（元）', null=True, blank=True)
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contract_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='合同费率（%）', null=True, blank=True)
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revenue = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='收入（元）', null=True, blank=True)
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cost_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='成本费率（%）', null=True, blank=True)
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cost = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='成本（元）', null=True, blank=True)
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net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='净收入（元）', null=True, blank=True)
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# 开票记录
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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)
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# 回款记录
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repayment_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='回款金额（元）', null=True, blank=True)
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# 计算得出
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receivable_net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='应收净收入（元）', null=True, blank=True)
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actual_net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='实收净收入（元）', null=True, blank=True)
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outstanding_net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='待收净收入（元）', null=True, blank=True)
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notes = models.TextField(verbose_name='备注', null=True, blank=True)
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@property
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def net_income_ratio(self):
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if self.revenue and self.revenue > Decimal('0'):
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return Decimal('1') - (self.cost / self.revenue)
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return Decimal('0')
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@cached_property
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def calculate_net_income(self):
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if self.revenue and self.cost:
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return self.revenue - self.cost
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return Decimal('0')
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def calculate_receivable_net_income(self):
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try:
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self.receivable_net_income = self.net_income_ratio * self.total_amount_including_tax
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except TypeError:
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self.receivable_net_income = 0
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def calculate_actual_net_income(self):
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try:
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self.actual_net_income = self.net_income_ratio * self.repayment_amount
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except TypeError:
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self.actual_net_income = 0
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def calculate_outstanding_net_income(self):
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self.outstanding_net_income = self.receivable_net_income - self.actual_net_income
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def save(self, *args, **kwargs):
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self.net_income = self.calculate_net_income
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project_leader = EmployeeInformation.objects.filter(name=self.project_leader).first()
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primary_department = PrimaryDepartment.objects.filter(department_name=self.primary_department).first()
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if self.project_leader:
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if not project_leader:
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raise ValueError("费用当事人不存在")
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if self.primary_department:
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if not primary_department:
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raise ValueError("一级部门不存在")
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if self.pk is None:
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# 新增操作，进行唯一性校验
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if ProjectLedger.objects.filter(project_leader=self.project_leader, primary_department=self.primary_department, project_name=self.project_name).exists():
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raise IntegrityError("该一级部门的负责人名下已存在该项目名称。")
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super(ProjectLedger, self).save(*args, **kwargs)
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def create_sub_table(self):
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if self.primary_department == '天信' or self.primary_department == '混改':
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ChildProjectLedgerA.objects.create(project_id=self)
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elif self.primary_department == '艾力芬特':
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ChildProjectLedgerB.objects.create(project_id=self)
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elif self.primary_department == '星河':
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ChildProjectLedgerC.objects.create(project_id=self)
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elif self.primary_department == '星海':
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ChildProjectLedgerD.objects.create(project_id=self)
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class Meta:
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verbose_name = '项目台账'
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verbose_name_plural = '项目台账'
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def __str__(self):
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return self.project_name
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@receiver(post_save, sender=ProjectLedger)
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def create_sub_table(sender, instance, created, **kwargs):
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if created:
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if instance.primary_department == '天信' or instance.primary_department == '混改':
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ChildProjectLedgerA.objects.create(project_id=instance)
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elif instance.primary_department == '艾力芬特':
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ChildProjectLedgerB.objects.create(project_id=instance)
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elif instance.primary_department == '星河':
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ChildProjectLedgerC.objects.create(project_id=instance)
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elif instance.primary_department == '星海':
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ChildProjectLedgerD.objects.create(project_id=instance)
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# 项目问题记录表
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class ProjectIssuesLog(models.Model):
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issue_id = models.AutoField(primary_key=True, verbose_name='问题ID')
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project_id = models.ForeignKey(ProjectLedger, on_delete=models.CASCADE, verbose_name='项目ID')
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record_date = models.DateTimeField(verbose_name='记录时间', null=True, blank=True)
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description = models.TextField(verbose_name='问题描述', null=True, blank=True)
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handler = models.CharField(max_length=255, verbose_name='经办人', null=True, blank=True)
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reference = models.TextField(verbose_name='参考依据', null=True, blank=True)
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solution = models.TextField(verbose_name='解决方案', null=True, blank=True)
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decision_maker = models.CharField(max_length=255, verbose_name='决策人', null=True, blank=True)
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STATUS_CHOICES = [
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('解决', '解决'),
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('未解决', '未解决')
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]
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status = models.CharField(max_length=255, choices=STATUS_CHOICES, verbose_name='状态', null=True, blank=True, default='未解决')
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class Meta:
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verbose_name = '项目问题记录表'
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verbose_name_plural = '项目问题记录表'
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def __str__(self):
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return f"Issue #{self.issue_id} - Project: {self.project_id.project_name}"
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# 项目进度表
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class ProjectProgress(models.Model):
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record_id = models.AutoField(primary_key=True, verbose_name='记录ID')
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project_id = models.ForeignKey(ProjectLedger, on_delete=models.CASCADE, verbose_name='项目编号')
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flow_nodes = models.JSONField(verbose_name='进度点')
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class Meta:
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verbose_name = '项目进度表'
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verbose_name_plural = '项目进度表'
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def __str__(self):
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return f"Record #{self.record_id} - Project: {self.project_id}"
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# 项目进度设置表
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class ProjectProgressSettings(models.Model):
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config_id = models.AutoField(primary_key=True, verbose_name='配置ID')
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project_type = models.CharField(max_length=255, verbose_name='项目类型', null=False, blank=False)
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flow_nodes_setting = models.CharField(max_length=255, verbose_name='项目进度设置', null=False, blank=False,
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help_text="项目进度设置示例：买菜;洗菜;切菜;烧菜;")
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class Meta:
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verbose_name = '项目进度设置表'
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verbose_name_plural = '项目进度设置表'
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def __str__(self):
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return f"Config #{self.config_id} - Project Type: {self.project_type}"
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# 项目台账续表A
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# 项目台账续表A
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class ChildProjectLedgerA(models.Model):
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project_id = models.OneToOneField(ProjectLedger, primary_key=True, on_delete=models.CASCADE, verbose_name='项目编号')
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PROJECT_TYPE_CHOICES = [('cbc', 'cbc'), ('债拍', '债拍'), ('其他', '其他')]
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project_type = models.CharField(max_length=255, choices=PROJECT_TYPE_CHOICES, verbose_name='项目类型', null=True, blank=True)
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resource_party = models.CharField(max_length=255, verbose_name='资源方', null=True, blank=True)
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cooperation_party = models.CharField(max_length=255, verbose_name='合作方', null=True, blank=True)
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transaction_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='成交金额（元）', null=True, blank=True)
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target_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='标的金额（元）', null=True, blank=True)
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@property
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def contract_completion_rate(self):
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if self.target_amount != 0:
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return round((self.transaction_amount / self.target_amount) * 100, 2)
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return None
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class Meta:
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verbose_name = '项目台账续表A'
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verbose_name_plural = '项目台账续表A'
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def __str__(self):
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return f"Project #{self.project_id} - Type: {self.project_type}"
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# 项目台账续表B
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class ChildProjectLedgerB(models.Model):
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project_id = models.OneToOneField(ProjectLedger, primary_key=True, on_delete=models.CASCADE, verbose_name='项目编号')
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PROJECT_TYPE_CHOICES = [('承销', '承销'), ('贸易', '贸易'), ('其他', '其他')]
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project_type = models.CharField(max_length=255, choices=PROJECT_TYPE_CHOICES, verbose_name='项目类型', null=True, blank=True)
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partner = models.CharField(max_length=255, verbose_name='合作方', null=True, blank=True)
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start_interest_date = models.DateField(verbose_name='起息日期', null=True, blank=True)
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interest_payment_date = models.DateField(verbose_name='付息日期', null=True, blank=True)
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number_of_people = models.IntegerField(verbose_name='人数', null=True, blank=True)
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amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='金额', null=True, blank=True)
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class Meta:
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verbose_name = '项目台账续表B'
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verbose_name_plural = '项目台账续表B'
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def __str__(self):
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return f"Project #{self.project_id} - Type: {self.project_type}"
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# 项目台账续表C
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class ChildProjectLedgerC(models.Model):
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project_id = models.OneToOneField(ProjectLedger, primary_key=True, on_delete=models.CASCADE, verbose_name='项目编号')
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PROJECT_TYPE_CHOICES = [('咨询', '咨询'), ('科技', '科技'), ('新媒体', '新媒体'), ('其他', '其他')]
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project_type = models.CharField(max_length=100, choices=PROJECT_TYPE_CHOICES, verbose_name='项目类型', null=True, blank=True)
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resource_party = models.CharField(max_length=255, verbose_name='资源方', null=True, blank=True)
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cooperation_party = models.CharField(max_length=255, verbose_name='合作方', null=True, blank=True)
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service_period = models.CharField(max_length=100, verbose_name='服务周期', null=True, blank=True)
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class Meta:
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verbose_name = '项目台账续表C'
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verbose_name_plural = '项目台账续表C'
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def __str__(self):
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return f"Project #{self.project_id} - Type: {self.project_type}"
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# 项目台账续表D
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class ChildProjectLedgerD(models.Model):
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project_id = models.OneToOneField(ProjectLedger, primary_key=True, on_delete=models.CASCADE, verbose_name='项目编号')
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PROJECT_TYPE_CHOICES = [('非标', '非标'), ('贸易', '贸易'), ('其他', '其他')]
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project_type = models.CharField(max_length=50, choices=PROJECT_TYPE_CHOICES, verbose_name='项目类型', null=True, blank=True)
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capital_demand_party = models.CharField(max_length=255, verbose_name='资金需求方', null=True, blank=True)
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capital_provider = models.CharField(max_length=255, verbose_name='资金提供方', null=True, blank=True)
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financing_method = models.CharField(max_length=255, verbose_name='融资方式', null=True, blank=True)
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target_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='标的金额（元）', null=True, blank=True)
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term = models.CharField(max_length=100, verbose_name='期限', null=True, blank=True)
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nominal_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='票面利率', null=True, blank=True)
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total_cost = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='综合成本（元）', null=True, blank=True)
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TRADE_TYPE_CHOICES = [('带量', '带量'), ('取信', '取信'), ('补票', '补票')]
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trade_type = models.CharField(max_length=50, choices=TRADE_TYPE_CHOICES, verbose_name='贸易类型', null=True, blank=True)
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trade_entity = models.CharField(max_length=255, verbose_name='贸易主体', null=True, blank=True)
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trade_service_provider = models.CharField(max_length=255, verbose_name='贸易服务商', null=True, blank=True)
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trade_variety = models.CharField(max_length=255, verbose_name='贸易品种', null=True, blank=True)
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demand_party = models.CharField(max_length=255, verbose_name='需求方', null=True, blank=True)
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supply_party = models.CharField(max_length=255, verbose_name='供给方', null=True, blank=True)
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class Meta:
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verbose_name = '项目台账续表D'
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verbose_name_plural = '项目台账续表D'
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def __str__(self):
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return f"Project #{self.project_id} - Type: {self.project_type}"
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# 项目组员收入结算表
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class EmployeeProjectIncomeSettlement(models.Model):
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record_id = models.AutoField(primary_key=True, verbose_name='记录ID')
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project_name = models.ForeignKey('ProjectLedger', on_delete=models.CASCADE, verbose_name='项目名称')
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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')
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total_amount_including_tax = models.DecimalField(
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max_digits=10,
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decimal_places=2,
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verbose_name='价税合计金额（元）',
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help_text='从开票记录中获取',
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null=True,
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blank=True
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)
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name = models.CharField(max_length=255, verbose_name='姓名', help_text='员工姓名', null=True, blank=True)
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primary_department = models.CharField(max_length=255, verbose_name='一级部门', null=True, blank=True)
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contribution_rate = models.DecimalField(
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max_digits=5,
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decimal_places=2,
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verbose_name='贡献率（%）',
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validators=[MinValueValidator(0), MaxValueValidator(100)],
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help_text='员工对项目的贡献率，单位为百分比',
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null=True,
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blank=True
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)
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sales_income = models.DecimalField(
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max_digits=10,
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decimal_places=2,
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verbose_name='销售收入（元）',
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help_text='计算得出，等于价税合计金额×贡献率',
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null=True,
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blank=True
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)
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class Meta:
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verbose_name = '项目组员收入结算表'
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verbose_name_plural = '项目组员收入结算表'
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def __str__(self):
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return f"Record #{self.record_id} - Project: {self.project_name}, Year-Month: {self.year_month}, Employee: {self.name or 'N/A'}"
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def save(self, *args, **kwargs):
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primary_department_name = PrimaryDepartment.objects.filter(department_name=self.primary_department).first()
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name = EmployeeInformation.objects.filter(name=self.name).first()
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if self.primary_department:
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if not primary_department_name:
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raise ValueError("一级部门不存在")
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if self.name:
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if not name:
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raise ValueError("姓名不存在")
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if self.pk is None:
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# 新增操作，进行唯一性校验
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if EmployeeProjectIncomeSettlement.objects.filter(project_name=self.project_name, year_month=self.year_month, name=self.name, primary_department=self.primary_department).exists():
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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。")
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# 只在贡献率不为空时计算销售收入
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if all([self.contribution_rate, self.total_amount_including_tax]):
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self.sales_income = self.total_amount_including_tax * (self.contribution_rate / 100)
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super().save(*args, **kwargs)
|