Bernard Siebens
94d6cbd4e9
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
266 lines
18 KiB
HTML
266 lines
18 KiB
HTML
{% extends "management/base.html" %}
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{% load i18n lucide ui %}
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{% block heading %}{% trans "Dues & billing" %}{% endblock heading %}
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{% block topbar_context %}
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{% if selected_season %}
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<span class="font-mono text-sm text-muted">{{ selected_season.start_date|date:"Y" }}–{{ selected_season.end_date|date:"Y" }}</span>
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{% endif %}
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{% endblock topbar_context %}
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{% block actions %}
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<form method="post" action="{% url 'management:membership_send_invoice_reminders' %}" class="inline-flex">
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{% csrf_token %}
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<input type="hidden" name="next" value="{{ request.get_full_path }}">
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<button class="btn btn-outline gap-2" type="submit">
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{% lucide "bell" size=16 %} {% trans "Send reminders" %}
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{% if kpi_overdue_invoices %}<span class="badge badge-error badge-xs">{{ kpi_overdue_invoices }}</span>{% endif %}
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</button>
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</form>
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<a class="btn btn-outline gap-2" href="{% url 'management:membership_export_pdf' %}?{{ request.GET.urlencode }}">{% lucide "file-down" size=16 %} {% trans "Export to PDF" %}</a>
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{% endblock actions %}
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{% block filter_strip %}
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<div class="border-b border-line bg-white px-7 py-3">
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<form method="get" class="flex flex-row flex-wrap items-center gap-2">
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<div class="relative">
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<span class="pointer-events-none absolute top-1/2 left-3 -translate-y-1/2 text-dim">{% lucide "search" size=15 %}</span>
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<input type="search" name="q" value="{{ search }}" placeholder="{% trans 'Search members ...' %}" class="input w-56 pl-9">
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</div>
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<select name="season" class="select w-48">
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{% for season in seasons %}
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<option value="{{ season.pk }}" {% if season.pk == selected_season.pk %}selected{% endif %}>{% trans "Season" %} {{ season.start_date|date:"Y" }} - {{ season.end_date|date:"Y" }}</option>
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{% endfor %}
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</select>
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<select name="fee_status" class="select w-56">
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<option value="not_paid" {% if selected_fee_status == "not_paid" %}selected{% endif %}>{% trans "Not paid (unpaid or partially)" %}</option>
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{% for value, label in fee_status_choices %}
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<option value="{{ value }}" {% if value == selected_fee_status %}selected{% endif %}>{{ label|capfirst }}</option>
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{% endfor %}
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<option value="all" {% if selected_fee_status == "all" %}selected{% endif %}>{% trans "All" %}</option>
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</select>
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<select name="status" class="select w-40">
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<option value="all" {% if selected_status == "all" %}selected{% endif %}>{% trans "All statuses" %}</option>
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{% for value, label in status_choices %}
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<option value="{{ value }}" {% if value == selected_status %}selected{% endif %}>{{ label|capfirst }}</option>
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{% endfor %}
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</select>
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<select name="team" class="select w-44">
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<option value="" {% if not selected_team %}selected{% endif %}>{% trans "All teams" %}</option>
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{% for team in teams %}
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<option value="{{ team.pk }}" {% if team.pk|stringformat:"s" == selected_team %}selected{% endif %}>{{ team }}</option>
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{% endfor %}
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</select>
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<button class="btn btn-outline gap-2" type="submit">{% lucide "filter" size=16 %} {% trans "Filter" %}</button>
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<a class="btn btn-ghost gap-2" href="{% url 'management:membership_list' %}">{% lucide "x" size=16 %} {% trans "Reset" %}</a>
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</form>
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</div>
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{% endblock filter_strip %}
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{% block panel %}
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{% if not current_season %}
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<div class="alert alert-warning">
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{% lucide "calendar-x" size=20 %}
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<span>{% trans "No season covers today, so there's nothing to show fee status for yet." %}</span>
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</div>
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{% else %}
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{# Same anatomy as the Overview dashboard's own KPI row (home.html): a plain white .card, no colour-coded border -- status lives in the number's own colour (neutral ink unless there's something to flag) plus a caption line, not a border accent. #}
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<div class="flex gap-3.5">
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<div class="card min-w-0 flex-1 p-4">
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<div class="font-display text-xs font-bold tracking-[.12em] text-muted uppercase">{% trans "Registered" %}</div>
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<div class="mt-1 font-display text-[34px] leading-none font-extrabold text-ink tabular-nums">{{ kpi_total }}</div>
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<div class="mt-1 text-[13px] text-muted">{% trans "This season" %}</div>
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</div>
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<div class="card min-w-0 flex-1 p-4">
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<div class="font-display text-xs font-bold tracking-[.12em] text-muted uppercase">{% trans "Paid" %}</div>
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<div class="mt-1 font-display text-[34px] leading-none font-extrabold tabular-nums text-ok">{{ kpi_paid }}</div>
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<div class="mt-1 text-[13px] text-muted">{% trans "Fully settled" %}</div>
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</div>
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<div class="card min-w-0 flex-1 p-4">
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<div class="font-display text-xs font-bold tracking-[.12em] text-muted uppercase">{% trans "Partially paid" %}</div>
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<div class="mt-1 font-display text-[34px] leading-none font-extrabold tabular-nums {% if kpi_partial %}text-warn{% else %}text-ink{% endif %}">{{ kpi_partial }}</div>
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<div class="mt-1 text-[13px] text-muted">{% trans "Still owe a balance" %}</div>
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</div>
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<div class="card min-w-0 flex-1 p-4">
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<div class="font-display text-xs font-bold tracking-[.12em] text-muted uppercase">{% trans "Unpaid" %}</div>
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<div class="mt-1 font-display text-[34px] leading-none font-extrabold tabular-nums {% if kpi_unpaid %}text-club{% else %}text-ink{% endif %}">{{ kpi_unpaid }}</div>
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<div class="mt-1 text-[13px] text-muted">{% trans "Nothing paid yet" %}</div>
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</div>
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<div class="card min-w-0 flex-1 p-4">
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<div class="font-display text-xs font-bold tracking-[.12em] text-muted uppercase">{% trans "Waived" %}</div>
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<div class="mt-1 font-display text-[34px] leading-none font-extrabold tabular-nums text-ink">{{ kpi_waived }}</div>
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<div class="mt-1 text-[13px] text-muted">{% trans "Fee waived" %}</div>
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</div>
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<div class="card min-w-0 flex-1 p-4">
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<div class="font-display text-xs font-bold tracking-[.12em] text-muted uppercase">{% trans "Paid rate" %}</div>
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<div class="mt-1 font-display text-[34px] leading-none font-extrabold tabular-nums {% if kpi_paid_rate is None %}text-info{% elif kpi_paid_rate < 50 %}text-club{% elif kpi_paid_rate < 85 %}text-warn{% else %}text-ok{% endif %}">
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{% if kpi_paid_rate is None %}{% trans "N/A" %}{% else %}{{ kpi_paid_rate }}%{% endif %}
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</div>
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<div class="mt-1 text-[13px] text-muted">{% trans "Of everyone registered" %}</div>
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</div>
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</div>
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{% endif %}
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<form method="post" action="{% url 'management:membership_mark_paid' %}" id="membership-form">
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{% csrf_token %}
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<input type="hidden" name="next" value="{{ request.get_full_path }}">
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<div class="card overflow-hidden">
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<div class="flex flex-wrap items-center justify-between gap-2 border-b border-line px-4.5 py-3.5">
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<span class="font-display text-sm font-bold tracking-wide text-muted uppercase">
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{% blocktrans count counter=memberships|length %}{{ counter }} membership{% plural %}{{ counter }} memberships{% endblocktrans %}
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</span>
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<div class="flex gap-2">
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<button class="btn btn-outline btn-sm gap-2" type="button" onclick="document.getElementById('send_invoices_modal').showModal()">{% lucide "send" size=14 %} {% trans "Send invoice" %}</button>
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<button class="btn btn-success btn-sm gap-2" type="submit">{% lucide "circle-check" size=14 %} {% trans "Mark selected as paid" %}</button>
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</div>
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</div>
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<div class="overflow-x-auto">
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<table class="table">
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<thead>
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<tr>
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<th><input type="checkbox" class="checkbox" id="select-all-memberships"></th>
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<th>{% trans "Name" %}</th>
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<th>{% trans "Email" %}</th>
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<th>{% trans "Family" %}</th>
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<th>{% trans "Status" %}</th>
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<th>{% trans "Fee status" %}</th>
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<th>{% trans "Owed" %}</th>
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<th>{% trans "Paid" %}</th>
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<th>{% trans "License" %}</th>
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<th>{% trans "Invoice" %}</th>
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<th></th>
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</tr>
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</thead>
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<tbody>
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{% for membership in memberships %}
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<tr>
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<td><input type="checkbox" class="checkbox membership-row-checkbox" name="membership_ids" value="{{ membership.pk }}"></td>
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<td><a class="link link-hover font-semibold" href="{% url 'management:member_detail' membership.member.pk %}">{{ membership.member.last_name }}, {{ membership.member.first_name }}</a></td>
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<td>{{ membership.member.contact_email|default:"-" }}</td>
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<td>
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{% if membership.member.family_memberships_display %}
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{% for fm in membership.member.family_memberships_display %}
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{{ fm.family }}{% if not forloop.last %}, {% endif %}
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{% endfor %}
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{% else %}
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<span class="text-dim">-</span>
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{% endif %}
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</td>
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<td>
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<span class="badge badge-sm
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{% if membership.status == "active" %}badge-success
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{% elif membership.status == "pending" %}badge-warning
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{% elif membership.status == "cancelled" %}badge-error
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{% else %}badge-neutral{% endif %}">
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{{ membership.get_status_display }}
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</span>
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</td>
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<td>
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<span class="badge badge-sm
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{% if membership.fee_status == "paid" %}badge-success
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{% elif membership.fee_status == "partially_paid" %}badge-warning
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{% elif membership.fee_status == "unpaid" %}badge-error
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{% else %}badge-neutral{% endif %}">
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{{ membership.get_fee_status_display }}
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</span>
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</td>
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<td class="font-mono tabular-nums">€ {{ membership.fee_amount }}</td>
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<td class="font-mono tabular-nums">
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€ {{ membership.amount_paid }}
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{% if membership.record_payment_form and membership.fee_amount %}
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<div class="font-sans text-xs text-muted">{% blocktrans with remaining=membership.remaining_balance_display %}{{ remaining }} left{% endblocktrans %}</div>
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{% endif %}
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</td>
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<td>{{ membership.license|default:"-" }}</td>
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<td>
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{% if membership.dues_invoice %}
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<a class="link link-hover" href="{% url 'management:membership_invoice_detail' membership.pk %}">
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<span class="badge badge-sm {% if membership.dues_invoice.is_paid %}badge-success{% elif membership.dues_invoice.is_overdue %}badge-error{% else %}badge-neutral{% endif %}">
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{% if membership.dues_invoice.is_paid %}{% trans "Paid" %}{% elif membership.dues_invoice.is_overdue %}{% trans "Overdue" %}{% else %}{% trans "Sent" %}{% endif %}
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</span>
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</a>
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<div class="text-xs text-muted">{{ membership.dues_invoice.sent_at|date:"j M" }}{% if membership.dues_invoice.reminder_count %}, {% blocktrans count counter=membership.dues_invoice.reminder_count %}{{ counter }} reminder{% plural %}{{ counter }} reminders{% endblocktrans %}{% endif %}</div>
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{% else %}
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<span class="text-xs text-dim">{% trans "Not sent" %}</span>
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{% endif %}
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</td>
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<td class="text-right">
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{% if membership.record_payment_form %}
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<div class="flex flex-wrap justify-end gap-1">
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<button class="btn btn-outline btn-sm" type="button" onclick="document.getElementById('{{ membership.pk|dom_id:"record_payment_modal" }}').showModal()">
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{% lucide "receipt" size=12 %} {% trans "Record payment" %}
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</button>
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<button class="btn btn-sm btn-outline btn-success" type="submit" form="{{ membership.pk|dom_id:"mark_fully_paid_form" }}">
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{% lucide "circle-check" size=12 %} {% trans "Mark fully paid" %}
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</button>
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</div>
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{% endif %}
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</td>
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</tr>
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{% empty %}
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<tr>
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<td colspan="11" class="text-center text-muted">{% trans "Nobody matches these filters." %}</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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</div>
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</form>
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{# due_in_days's widget carries form="membership-form" (see SendDuesInvoicesForm), so it and the submit button below (via its own form=) post through the *same* form as the row checkboxes, just to a different action, overridden with formaction. #}
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<dialog id="send_invoices_modal" class="modal">
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<div class="modal-box">
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<h3 class="text-lg font-bold">{% trans "Send invoice" %}</h3>
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<p class="py-2 text-sm opacity-70">{% trans "Emails each selected member (or a parent/guardian, if they have no email on file) an invoice for their outstanding balance." %}</p>
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<div class="form-control w-full">
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{% form_field send_invoice_form.due_in_days size="small" %}
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</div>
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</div>
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<div class="modal-action">
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<form method="dialog">
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<button class="btn btn-outline gap-2">{% lucide "x" size=16 %} {% trans "Cancel" %}</button>
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</form>
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<button class="btn btn-primary gap-2" type="submit" form="membership-form" formaction="{% url 'management:membership_send_invoices' %}">{% lucide "send" size=16 %} {% trans "Send" %}</button>
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</div>
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<form method="dialog" class="modal-backdrop"><button>close</button></form>
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</dialog>
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{% trans "Record payment" as record_payment_title %}
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{% trans "Record" as record_payment_submit_label %}
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{% for membership in memberships %}
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{% if membership.record_payment_form %}
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{# A standalone form, not nested inside the bulk form above -- its submit button lives in the table row and links back here via the form="..." attribute. #}
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<form method="post" action="{% url 'management:membership_mark_fully_paid' membership.pk %}" id="{{ membership.pk|dom_id:"mark_fully_paid_form" }}">
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{% csrf_token %}
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<input type="hidden" name="next" value="{{ request.get_full_path }}">
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</form>
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{% url 'management:membership_record_payment' membership.pk as record_payment_url %}
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{% blocktrans with name=membership.member asvar record_payment_blurb %}For {{ name }}. Any amount is fine -- partial payments accumulate until the fee is settled.{% endblocktrans %}
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{% include "controlpanel/_modal_form.html" with modal_id=membership.pk|dom_id:"record_payment_modal" title=record_payment_title form=membership.record_payment_form action_url=record_payment_url submit_label=record_payment_submit_label submit_icon="receipt" blurb=record_payment_blurb %}
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{% endif %}
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{% endfor %}
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{% endblock panel %}
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{% block extra_body %}
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<script>
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(() => {
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const selectAll = document.getElementById("select-all-memberships");
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const rowCheckboxes = document.querySelectorAll(".membership-row-checkbox");
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if (!selectAll) return;
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selectAll.addEventListener("change", () => {
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rowCheckboxes.forEach((checkbox) => { checkbox.checked = selectAll.checked; });
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});
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})();
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</script>
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{% endblock extra_body %}
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