Bernard Siebens
062da00bb9
Gives clubs a self-service /manage/ area for members, families, teams, roles, and season memberships, alongside real fee-payment tracking (FeePayment, record_payment/mark_as_paid/remaining_balance) so a membership's paid status reflects actual money received instead of a single manually-set flag.
70 lines
2.9 KiB
Python
70 lines
2.9 KiB
Python
"""Recording money received against a membership's fee.
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Mirrors billing.services.dues.record_payment for a different kind of money: a
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member's own club fee, not the club's platform subscription. amount_paid is kept in
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step here, never recomputed by re-aggregating FeePayment on every read.
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"""
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from decimal import Decimal
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from django.db.models import F
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from django.utils import timezone
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from club.models import ClubMembership, FeePayment
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def remaining_balance(membership):
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return max(membership.fee_amount - membership.amount_paid, Decimal("0.00"))
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def record_payment(membership, *, amount, method=FeePayment.Method.BANK_TRANSFER, reference="", note="", recorded_by=None):
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"""Record money received against one membership's fee. Several payments may
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land on one membership -- a family paying in two installments must not read as
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unpaid. Updates amount_paid and re-syncs fee_status/status to match."""
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payment = FeePayment.objects.create(membership=membership, amount=amount, method=method, reference=reference, note=note, recorded_by=recorded_by)
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membership.amount_paid = F("amount_paid") + amount
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membership.save(update_fields=["amount_paid"])
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membership.refresh_from_db(fields=["amount_paid"])
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_sync_fee_status(membership)
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return payment
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def mark_as_paid(membership, *, recorded_by=None):
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"""The "settle this one" action behind both the per-row and bulk buttons. If
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there's a real remaining balance, records it as a payment (auditable, shows up
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in history); if fee_amount was never priced (remaining is 0), just flips the
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flags directly -- there's no real transaction to log."""
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remaining = remaining_balance(membership)
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if remaining > 0:
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record_payment(membership, amount=remaining, method=FeePayment.Method.OTHER, note="Marked as paid", recorded_by=recorded_by)
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else:
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_sync_fee_status(membership, force_paid=True)
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def _sync_fee_status(membership, *, force_paid=False):
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if membership.fee_status == ClubMembership.FeeStatus.WAIVED:
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return # manual, independent of payments -- this never overrides it
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if force_paid or (membership.fee_amount > 0 and membership.amount_paid >= membership.fee_amount):
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new_status = ClubMembership.FeeStatus.PAID
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elif membership.amount_paid > 0:
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new_status = ClubMembership.FeeStatus.PARTIALLY_PAID
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else:
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new_status = ClubMembership.FeeStatus.UNPAID
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membership.fee_status = new_status
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update_fields = ["fee_status"]
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# Same "become a full member" behavior the bulk action already had: settling
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# the fee in full also activates the membership, once, first time only.
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if new_status == ClubMembership.FeeStatus.PAID:
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membership.status = ClubMembership.StatusChoices.ACTIVE
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update_fields.append("status")
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if membership.activated_at is None:
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membership.activated_at = timezone.localdate()
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update_fields.append("activated_at")
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membership.save(update_fields=update_fields)
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