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Add a dues-invoicing feature: send, track and remind on membership fees

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New DuesInvoice model (one per membership, resendable) plus
club.services.invoicing: resolves the best email to invoice (the
member's own, else a parent/guardian's), snapshots the outstanding
balance and a due date on send, and mails a branded HTML invoice
(same club-colour email shell as the parent-claim email) with a
WeasyPrint PDF attached when the native libs are available.

Dues & billing gains a bulk "Send invoice" action (checkbox selection
+ a shared due-in-days prompt), a per-row invoice status column, a
staff-facing invoice detail/PDF page, and a push-button "Send
reminders" action for every sent, unpaid invoice past its own due
date.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01ECGMEwrc2k4D8VQuwjstj9
This commit is contained in:
Bernard Siebens
2026-08-20 21:23:06 +02:00
parent 44ddf7b6eb
commit 94d6cbd4e9
19 changed files with 1334 additions and 8 deletions
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96
club/templates/club/dues_invoice_pdf.html Normal file
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{% load i18n %}
{% comment %}
Rendered by WeasyPrint, not a browser -- same convention as billing/templates/billing/invoice.html
and management/templates/management/membership_list_pdf.html: a standalone document with its
own print stylesheet, no app.css. Branded off the club's own colours (falling back to the same
shades club.templatetags.club_email's HTML emails use) rather than a fixed accent, since this
is the club's invoice to its own member, not RosterChief's to the club.
{% endcomment %}
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<title>{{ invoice.number }}</title>
<style>
@page {
size: A4;
margin: 20mm;
@bottom-center {
content: "{{ club.name }} — {% trans "invoice" %} {{ invoice.number }} — " counter(page) " / " counter(pages);
font-size: 8pt;
color: #666;
}
}
body { font-family: sans-serif; font-size: 10pt; color: #111; }
h1 { font-size: 20pt; margin: 0 0 2mm; }
.muted { color: #666; }
.header { display: flex; justify-content: space-between; align-items: flex-start; margin-bottom: 12mm; }
.accent { color: {{ club.primary_color|default:"#4f46e5" }}; }
.parties { display: flex; justify-content: space-between; margin-bottom: 10mm; }
.parties h2 { font-size: 9pt; text-transform: uppercase; letter-spacing: 0.5pt; color: #666; margin: 0 0 2mm; }
table { width: 100%; border-collapse: collapse; margin-bottom: 6mm; }
th { text-align: left; font-size: 9pt; text-transform: uppercase; letter-spacing: 0.5pt; color: #666; border-bottom: 1px solid #ccc; padding: 2mm 0; }
td { padding: 2mm 0; border-bottom: 1px solid #eee; }
.right { text-align: right; }
.total td { font-weight: bold; border-bottom: 2px solid #111; border-top: 1px solid #111; }
.balance { font-size: 12pt; font-weight: bold; }
.paid { color: #15803d; }
.owed { color: #b91c1c; }
</style>
</head>
<body>
<div class="header">
<div>
<h1>{{ club.name }}</h1>
{% if club.contact_email %}<div class="muted">{{ club.contact_email }}</div>{% endif %}
</div>
<div class="right">
<h1 class="accent">{% trans "Invoice" %}</h1>
<div><strong>{{ invoice.number }}</strong></div>
{% if invoice.sent_at %}<div class="muted">{% blocktrans with date=invoice.sent_at|date:"j F Y" %}Issued {{ date }}{% endblocktrans %}</div>{% endif %}
</div>
</div>
<div class="parties">
<div>
<h2>{% trans "Billed to" %}</h2>
<div><strong>{{ member }}</strong></div>
{% if invoice.sent_to_email %}<div class="muted">{{ invoice.sent_to_email }}{% if invoice.sent_to_guardian %} ({% trans "parent/guardian" %}){% endif %}</div>{% endif %}
</div>
<div class="right">
<h2>{% trans "Season" %}</h2>
<div>{{ membership.season }}</div>
<div class="muted">{% blocktrans with date=invoice.due_date|date:"j F Y" %}Due {{ date }}{% endblocktrans %}</div>
</div>
</div>
<table>
<thead>
<tr>
<th>{% trans "Description" %}</th>
<th class="right">{% trans "Amount" %}</th>
</tr>
</thead>
<tbody>
<tr>
<td>
<strong>{% trans "Membership fee" %}</strong>
<div class="muted">{{ club.name }} — {{ membership.season }}</div>
</td>
<td class="right">€{{ invoice.amount }}</td>
</tr>
<tr class="total">
<td>{% trans "Balance due" %}</td>
<td class="right balance {% if invoice.is_paid %}paid{% else %}owed{% endif %}">€{{ invoice.amount }}</td>
</tr>
</tbody>
</table>
{% if invoice.is_paid %}
<p class="paid"><strong>{% trans "Paid in full." %}</strong> {% trans "Thank you." %}</p>
{% else %}
<p class="muted">{% blocktrans with date=invoice.due_date|date:"j F Y" %}Payable by {{ date }}.{% endblocktrans %}</p>
{% endif %}
</body>
</html>

72
club/templates/club/email/dues_invoice.html Normal file
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{% extends "email/_base.html" %}
{% load i18n club_email %}
{% comment %}
HTML sibling of dues_invoice.txt -- same content, same context (club, membership,
member, invoice, request), laid out for an inbox. Kept in lockstep with the .txt
version by hand, same as members/templates/members/email/claim_approved.html.
{% endcomment %}
{% block title %}{% blocktrans with club=club.name number=invoice.number %}{{ club }} — invoice {{ number }}{% endblocktrans %}{% endblock title %}
{% block preheader %}{% blocktrans with club=club.name %}{{ club }} has sent you an invoice for a membership fee.{% endblocktrans %}{% endblock preheader %}
{% block header %}
{% absolute_media_url club.logo as logo_url %}
<table role="presentation" cellpadding="0" cellspacing="0" border="0">
<tr>
<td valign="middle">
{% if club.logo %}
<img src="{{ logo_url }}" alt="{{ club.name }}" width="48" height="48" style="display:block; width:48px; height:48px; border-radius:24px; object-fit:contain; background-color:#f3f4f6;">
{% else %}
<table role="presentation" cellpadding="0" cellspacing="0" border="0" width="48" style="width:48px;">
<tr>
<td align="center" valign="middle" width="48" height="48" bgcolor="{{ club.secondary_color|default:"#ec4899" }}" style="width:48px; height:48px; border-radius:24px; background-color:{{ club.secondary_color|default:"#ec4899" }}; color:{{ club.secondary_color|default:"#ec4899"|contrast_color }}; font-family: Arial, Helvetica, sans-serif; font-size:16px; font-weight:bold;">
{{ club.initials }}
</td>
</tr>
</table>
{% endif %}
</td>
<td style="padding-left:14px;" valign="middle">
<span style="font-family: Arial, Helvetica, sans-serif; font-size:18px; font-weight:bold; color:#111827;">{{ club.name }}</span>
</td>
</tr>
</table>
{% endblock header %}
{% block content %}
<p style="margin:0 0 16px 0;">{% blocktrans with name=member.first_name %}Hello {{ name }},{% endblocktrans %}</p>
<p style="margin:0 0 20px 0;">{% blocktrans with club=club.name season=membership.season %}{{ club }} has sent you an invoice for your {{ season }} membership fee.{% endblocktrans %}</p>
<table role="presentation" cellpadding="0" cellspacing="0" border="0" width="100%" style="margin:0 0 24px 0; border:1px solid #e5e7eb; border-radius:8px;">
<tr>
<td style="padding:16px 20px;">
<table role="presentation" cellpadding="0" cellspacing="0" border="0" width="100%">
<tr>
<td style="font-size:13px; color:#6b7280;">{% trans "Amount due" %}</td>
<td align="right" style="font-size:18px; font-weight:bold; color:#111827;">€{{ invoice.amount }}</td>
</tr>
<tr>
<td style="font-size:13px; color:#6b7280; padding-top:6px;">{% trans "Due date" %}</td>
<td align="right" style="font-size:13px; color:#111827; padding-top:6px;">{{ invoice.due_date|date:"j F Y" }}</td>
</tr>
<tr>
<td style="font-size:13px; color:#6b7280; padding-top:6px;">{% trans "Invoice number" %}</td>
<td align="right" style="font-size:13px; color:#111827; padding-top:6px;">{{ invoice.number }}</td>
</tr>
</table>
</td>
</tr>
</table>
<p style="margin:0;">{% trans "A PDF copy of this invoice is attached." %}</p>
{% endblock content %}
{% block footer %}
{% if club.contact_email %}
<p style="margin:0 0 8px 0;">{% blocktrans with email=club.contact_email %}Questions about this invoice? Reply to this note or write to {{ email }}.{% endblocktrans %}</p>
{% endif %}
<p style="margin:0;">{% blocktrans with club=club.name %}— {{ club }}{% endblocktrans %}</p>
{% endblock footer %}

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{% load i18n %}{% blocktrans with name=member.first_name %}Hello {{ name }},{% endblocktrans %}
{% blocktrans with club=club.name season=membership.season %}{{ club }} has sent you an invoice for your {{ season }} membership fee.{% endblocktrans %}
{% trans "Amount due:" %} €{{ invoice.amount }}
{% trans "Due date:" %} {{ invoice.due_date|date:"j F Y" }}
{% trans "Invoice number:" %} {{ invoice.number }}
{% if club.contact_email %}
{% blocktrans with email=club.contact_email %}Questions about this invoice? Reply to this note or write to {{ email }}.{% endblocktrans %}
{% endif %}
{% blocktrans with club=club.name %}— {{ club }}{% endblocktrans %}

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club/templates/club/email/dues_invoice_reminder.html Normal file
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{% extends "email/_base.html" %}
{% load i18n club_email %}
{% comment %}
HTML sibling of dues_invoice_reminder.txt -- same content, same context (club,
membership, member, invoice, request). Same shell/branding as dues_invoice.html,
just a different message and no "PDF attached" line (the reminder re-attaches
the same PDF the original invoice did, but leads with the overdue note instead).
{% endcomment %}
{% block title %}{% blocktrans with club=club.name number=invoice.number %}Reminder: {{ club }} invoice {{ number }} is overdue{% endblocktrans %}{% endblock title %}
{% block preheader %}{% blocktrans with club=club.name %}A membership fee invoice from {{ club }} is still unpaid.{% endblocktrans %}{% endblock preheader %}
{% block header %}
{% absolute_media_url club.logo as logo_url %}
<table role="presentation" cellpadding="0" cellspacing="0" border="0">
<tr>
<td valign="middle">
{% if club.logo %}
<img src="{{ logo_url }}" alt="{{ club.name }}" width="48" height="48" style="display:block; width:48px; height:48px; border-radius:24px; object-fit:contain; background-color:#f3f4f6;">
{% else %}
<table role="presentation" cellpadding="0" cellspacing="0" border="0" width="48" style="width:48px;">
<tr>
<td align="center" valign="middle" width="48" height="48" bgcolor="{{ club.secondary_color|default:"#ec4899" }}" style="width:48px; height:48px; border-radius:24px; background-color:{{ club.secondary_color|default:"#ec4899" }}; color:{{ club.secondary_color|default:"#ec4899"|contrast_color }}; font-family: Arial, Helvetica, sans-serif; font-size:16px; font-weight:bold;">
{{ club.initials }}
</td>
</tr>
</table>
{% endif %}
</td>
<td style="padding-left:14px;" valign="middle">
<span style="font-family: Arial, Helvetica, sans-serif; font-size:18px; font-weight:bold; color:#111827;">{{ club.name }}</span>
</td>
</tr>
</table>
{% endblock header %}
{% block content %}
<p style="margin:0 0 16px 0;">{% blocktrans with name=member.first_name %}Hello {{ name }},{% endblocktrans %}</p>
<p style="margin:0 0 20px 0;">{% blocktrans with club=club.name date=invoice.due_date|date:"j F Y" %}This is a reminder that {{ club }}'s invoice for your membership fee was due on {{ date }} and is still unpaid.{% endblocktrans %}</p>
<table role="presentation" cellpadding="0" cellspacing="0" border="0" width="100%" style="margin:0 0 24px 0; border:1px solid #fca5a5; background-color:#fef2f2; border-radius:8px;">
<tr>
<td style="padding:16px 20px;">
<table role="presentation" cellpadding="0" cellspacing="0" border="0" width="100%">
<tr>
<td style="font-size:13px; color:#991b1b;">{% trans "Amount due" %}</td>
<td align="right" style="font-size:18px; font-weight:bold; color:#991b1b;">€{{ invoice.amount }}</td>
</tr>
<tr>
<td style="font-size:13px; color:#991b1b; padding-top:6px;">{% trans "Was due" %}</td>
<td align="right" style="font-size:13px; color:#991b1b; padding-top:6px;">{{ invoice.due_date|date:"j F Y" }}</td>
</tr>
<tr>
<td style="font-size:13px; color:#991b1b; padding-top:6px;">{% trans "Invoice number" %}</td>
<td align="right" style="font-size:13px; color:#991b1b; padding-top:6px;">{{ invoice.number }}</td>
</tr>
</table>
</td>
</tr>
</table>
<p style="margin:0;">{% trans "A PDF copy of this invoice is attached." %}</p>
{% endblock content %}
{% block footer %}
{% if club.contact_email %}
<p style="margin:0 0 8px 0;">{% blocktrans with email=club.contact_email %}Already paid? Let us know at {{ email }} so we can update our records.{% endblocktrans %}</p>
{% endif %}
<p style="margin:0;">{% blocktrans with club=club.name %}— {{ club }}{% endblocktrans %}</p>
{% endblock footer %}

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club/templates/club/email/dues_invoice_reminder.txt Normal file
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{% load i18n %}{% blocktrans with name=member.first_name %}Hello {{ name }},{% endblocktrans %}
{% blocktrans with club=club.name date=invoice.due_date|date:"j F Y" %}This is a reminder that {{ club }}'s invoice for your membership fee was due on {{ date }} and is still unpaid.{% endblocktrans %}
{% trans "Amount due:" %} €{{ invoice.amount }}
{% trans "Invoice number:" %} {{ invoice.number }}
{% if club.contact_email %}
{% blocktrans with email=club.contact_email %}Already paid? Let us know at {{ email }} so we can update our records.{% endblocktrans %}
{% endif %}
{% blocktrans with club=club.name %}— {{ club }}{% endblocktrans %}

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club/templates/club/email/dues_invoice_reminder_subject.txt Normal file
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{% load i18n %}{% blocktrans with club=club.name number=invoice.number %}Reminder: {{ club }} invoice {{ number }} is overdue{% endblocktrans %}

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club/templates/club/email/dues_invoice_subject.txt Normal file
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{% load i18n %}{% blocktrans with club=club.name number=invoice.number %}{{ club }} — invoice {{ number }}{% endblocktrans %}