view, template and calculation for final accounts

schoolapps/fibu/models.py

@@ -42,9 +42,12 @@ class Costcenter(models.Model):
 
 class Account(models.Model):
     # Buchungskonten, z.B. Fachschaften, Sekretariat, Schulleiter, Kopieren, Tafelnutzung
-    name = models.CharField(max_length=20, default='')
-    costcenter = models.ForeignKey(to=Costcenter, on_delete=models.CASCADE, default='')
-    budget = models.DecimalField(max_digits=9, decimal_places=2, default=0.00)
+    name        = models.CharField(max_length=20, default='')
+    costcenter  = models.ForeignKey(to=Costcenter, on_delete=models.CASCADE, default='')
+    budget      = models.DecimalField(max_digits=9, decimal_places=2, default=0.00)
+    saldo       = models.DecimalField(max_digits=9, decimal_places=2, default=0.00)
+    rest        = models.DecimalField(max_digits=9, decimal_places=2, default=0.00)
+
     def __str__(self):
         return "%s: %s" % (self.costcenter, self.name)
 

schoolapps/fibu/templates/fibu/account/final.html

+{% include 'partials/header.html' %}
+{% load material_form %}
+
+<main>
+
+   {% block content %}
+
+    <h4>Schlussrechnung</h4>
+
+    <div class="collection">
+        {% for costcenter, accounts in costcenter_accounts.items %}
+        <h5 class="collection-item">{{ costcenter }}</h5>
+
+        <div class="collection">
+            <div class="collection-item row">
+                <span class="col s4 m4 ">Buchungskonto</span>
+                <span class="col s2 m2 right-align">zugeteiltes Budget</span>
+                <span class="col s2 m2 right-align">bisherige Ausgaben</span>
+                <span class="col s2 m2 right-align">verfügbare Reste</span>
+            </div>
+            {% for account in accounts %}
+                <div class="collection-item row">
+                    <span class="col s4 m4">{{ account.name }}</span>
+                    <span class="col s2 m2 right-align">{{ account.budget }}</span>
+                    <span class="col s2 m2 right-align">{{ account.saldo }}</span>
+                    <span class="col s2 m2 right-align">{{ account.rest }}</span>
+                </div>
+           {% endfor %}
+        </div>
+        {% endfor %}
+    </div>
+    {% endblock %}
+</main>
+{% include 'partials/footer.html' %}

schoolapps/fibu/urls.py

@@ -12,6 +12,7 @@ urlpatterns = [
     path('costcenter/edit/<int:id>', views.costcenter_edit, name='costcenter_edit'),
     path('account', views.account, name='account'),
     path('account/edit/<int:id>', views.account_edit, name='account_edit'),
+    path('account/final', views.final_account, name='final_account'),
     # path('make_booking', views.make_booking, name='fibu_make_booking'),
     # path('edit/<int:id>', views.edit, name='booking_edit'),
     ]

schoolapps/fibu/views.py

 from django.contrib.auth.decorators import login_required, permission_required
+from django.db.models import Sum
 from django.urls import reverse
 from django.shortcuts import render, redirect, get_object_or_404
 from .models import Booking, Costcenter, Account
@@ -257,3 +258,25 @@ def account_edit(request, id):
     context = {'form': form}
     return render(request, template, context)
 
+
+@login_required
+#@permission_required('fibu.view_booking')
+def final_account(request):
+    costcenterlist = Costcenter.objects.filter()
+    costcenter_accounts = {}
+    account_rests = {}
+    for costcenter in costcenterlist:
+        accounts = Account.objects.filter(costcenter=costcenter)
+        # update saldo
+        for account in accounts:
+            saldo = Booking.objects.filter(account=account).aggregate(Sum('amount'))
+            saldo = saldo['amount__sum']
+            rest = account.budget - saldo
+            try:
+                Account.objects.filter(id=account.id).update(saldo=saldo, rest=rest)
+            except:
+                Account.objects.filter(id=account.id).update(saldo=0, rest=0)
+
+        costcenter_accounts[costcenter.name] = list(Account.objects.filter(costcenter=costcenter))
+    context = {'costcenter_accounts': costcenter_accounts, 'account_rests': account_rests}
+    return render(request, 'fibu/account/final.html', context)

schoolapps/templates/partials/header.html

@@ -196,6 +196,9 @@
                             <li class="url-account">
                                 <a href="{% url 'account' %}"><i class="material-icons">done</i>Buchungskonten</a>
                             </li>
+                            <li class="url-accountindex">
+                                <a href="{% url 'final_account' %}"><i class="material-icons">done</i>Schlussrechnung</a>
+                            </li>
                         </ul>
                     </div>
                 </li>