242 lines
12 KiB
Python
242 lines
12 KiB
Python
from django.db import models
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# 项目台账
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class ProjectLedger(models.Model):
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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')
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start_date = models.DateField(verbose_name='开始日期')
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end_date = models.DateField(verbose_name='结束日期')
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primary_department = models.CharField(max_length=255, verbose_name='一级部门')
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customer_name = models.CharField(max_length=255, verbose_name='客户名称')
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province = models.CharField(max_length=255, verbose_name='省')
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city = models.CharField(max_length=255, verbose_name='市')
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district = models.CharField(max_length=255, verbose_name='区县')
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project_leader = models.CharField(max_length=255, verbose_name='负责人')
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project_members = models.TextField(verbose_name='项目组员')
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project_status = models.CharField(max_length=100,
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choices=[('进行中', '进行中'), ('暂停', '暂停'), ('待收款', '待收款'),
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('完成', '完成')], verbose_name='项目状态')
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resource_type = models.CharField(max_length=50, choices=[('公司', '公司'), ('个人', '个人')],
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verbose_name='资源类型')
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project_nature = models.CharField(max_length=100,
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choices=[('新增', '新增'), ('存量', '存量'), ('新增及存量', '新增及存量'),
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('老客户新业务', '老客户新业务')], verbose_name='项目性质')
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project_progress = models.CharField(max_length=255, verbose_name='项目进度')
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contract_date = models.DateField(verbose_name='签约时间')
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contract_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='标的金额（元）')
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contract_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='合同费率')
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revenue = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='收入（元）')
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cost_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='成本费率')
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cost = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='成本（元）')
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net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='净收入（元）')
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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）')
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repayment_amount = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='回款金额（元）')
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receivable_net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='应收净收入（元）')
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actual_net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='实收净收入（元）')
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outstanding_net_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='待收净收入（元）')
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notes = models.TextField(verbose_name='备注')
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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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# 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=False, blank=False)
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description = models.TextField(verbose_name='问题描述', null=False, blank=False)
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handler = models.CharField(max_length=255, verbose_name='经办人', null=False, blank=False)
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reference = models.TextField(verbose_name='参考依据', blank=True)
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solution = models.TextField(verbose_name='解决方案', blank=True)
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decision_maker = models.CharField(max_length=255, verbose_name='决策人', 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=False, blank=False)
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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,
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verbose_name='项目编号')
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PROJECT_TYPE_CHOICES = [
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('cbc', 'cbc'),
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('债拍', '债拍'),
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('其他', '其他')
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]
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project_type = models.CharField(max_length=255, choices=PROJECT_TYPE_CHOICES, verbose_name='项目类型')
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resource_party = models.CharField(max_length=255, verbose_name='资源方')
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cooperation_party = models.CharField(max_length=255, verbose_name='合作方')
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transaction_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='成交金额（元）')
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target_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='标的金额（元）')
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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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else:
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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,
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verbose_name='项目编号')
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PROJECT_TYPE_CHOICES = [
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('承销', '承销'),
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('贸易', '贸易'),
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('其他', '其他')
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]
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project_type = models.CharField(max_length=255, choices=PROJECT_TYPE_CHOICES, verbose_name='项目类型')
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partner = models.CharField(max_length=255, verbose_name='合作方')
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start_interest_date = models.DateField(verbose_name='起息日期')
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interest_payment_date = models.DateField(verbose_name='付息日期')
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number_of_people = models.IntegerField(verbose_name='人数')
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amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='金额')
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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,
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verbose_name='项目编号')
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PROJECT_TYPE_CHOICES = [
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('咨询', '咨询'),
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('科技', '科技'),
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('新媒体', '新媒体'),
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('其他', '其他')
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]
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project_type = models.CharField(max_length=100, choices=PROJECT_TYPE_CHOICES, verbose_name='项目类型')
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resource_party = models.CharField(max_length=255, verbose_name='资源方')
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cooperation_party = models.CharField(max_length=255, verbose_name='合作方')
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service_period = models.CharField(max_length=100, verbose_name='服务周期')
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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,
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verbose_name='项目编号')
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PROJECT_TYPE_CHOICES = [
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('非标', '非标'),
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('贸易', '贸易'),
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('其他', '其他')
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]
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project_type = models.CharField(max_length=50, choices=PROJECT_TYPE_CHOICES, verbose_name='项目类型')
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capital_demand_party = models.CharField(max_length=255, verbose_name='资金需求方', blank=True)
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capital_provider = models.CharField(max_length=255, verbose_name='资金提供方', blank=True)
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financing_method = models.CharField(max_length=255, verbose_name='融资方式', blank=True)
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target_amount = models.DecimalField(max_digits=15, decimal_places=2, verbose_name='标的金额（元）', blank=True, null=True)
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term = models.CharField(max_length=100, verbose_name='期限', blank=True)
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nominal_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='票面利率', blank=True, null=True)
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total_cost = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='综合成本（元）', blank=True, null=True)
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TRADE_TYPE_CHOICES = [
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('带量', '带量'),
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('取信', '取信'),
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('补票', '补票')
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]
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trade_type = models.CharField(max_length=50, choices=TRADE_TYPE_CHOICES, verbose_name='贸易类型', blank=True)
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trade_entity = models.CharField(max_length=255, verbose_name='贸易主体', blank=True)
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trade_service_provider = models.CharField(max_length=255, verbose_name='贸易服务商', blank=True)
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trade_variety = models.CharField(max_length=255, verbose_name='贸易品种', blank=True)
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demand_party = models.CharField(max_length=255, verbose_name='需求方', blank=True)
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supply_party = models.CharField(max_length=255, verbose_name='供给方', 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.CharField(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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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}"
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# 项目组员收入详情表
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class EmployeeIncome(models.Model):
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employee_settlement = models.ForeignKey(EmployeeProjectIncomeSettlement, on_delete=models.CASCADE,
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related_name='employee_income_settlements', verbose_name='员工收入结算')
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name = models.CharField(max_length=255, verbose_name='姓名')
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contribution_rate = models.DecimalField(max_digits=5, decimal_places=2, verbose_name='贡献率')
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sales_income = models.DecimalField(max_digits=10, decimal_places=2, verbose_name='销售收入（元）')
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class Meta:
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verbose_name = '项目组员收入详情表'
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verbose_name_plural = '项目组员收入详情表'
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def __str__(self):
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return f"Employee: {self.name} - Sales Income: {self.sales_income}" |