Initial claims system setup
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110
claims/models.py
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110
claims/models.py
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from django.conf import settings
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from django.db import models
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from django.utils.translation import gettext_lazy as _
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class Project(models.Model):
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name = models.CharField(max_length=255)
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code = models.CharField(max_length=50, blank=True)
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is_active = models.BooleanField(default=True)
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created_at = models.DateTimeField(auto_now_add=True)
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updated_at = models.DateTimeField(auto_now=True)
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class Meta:
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ordering = ["name"]
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def __str__(self):
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if self.code:
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return f"{self.code} – {self.name}"
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return self.name
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class Claim(models.Model):
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class Status(models.TextChoices):
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PENDING = "pending", _("Pending")
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APPROVED = "approved", _("Approved")
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REJECTED = "rejected", _("Rejected")
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class Currency(models.TextChoices):
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SEK = "SEK", _("Swedish krona (SEK)")
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EUR = "EUR", _("Euro (EUR)")
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USD = "USD", _("US dollar (USD)")
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GBP = "GBP", _("British pound (GBP)")
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submitted_by = models.ForeignKey(
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settings.AUTH_USER_MODEL,
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null=True,
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blank=True,
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on_delete=models.SET_NULL,
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related_name="claims_submitted",
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)
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full_name = models.CharField(max_length=255)
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email = models.EmailField()
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amount = models.DecimalField(max_digits=10, decimal_places=2)
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currency = models.CharField(
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max_length=3,
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choices=Currency.choices,
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default=Currency.SEK,
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)
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description = models.TextField(help_text=_("Describe what the reimbursement is for"))
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account_number = models.CharField(max_length=50)
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receipt = models.FileField(upload_to="receipts/", blank=True, null=True)
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project = models.ForeignKey(
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Project,
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null=True,
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blank=True,
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on_delete=models.SET_NULL,
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related_name="claims",
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)
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status = models.CharField(max_length=20, choices=Status.choices, default=Status.PENDING)
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decision_note = models.TextField(blank=True)
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created_at = models.DateTimeField(auto_now_add=True)
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updated_at = models.DateTimeField(auto_now=True)
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class Meta:
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ordering = ["-created_at"]
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def __str__(self):
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project = f" [{self.project}]" if self.project else ""
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return f"{self.full_name} – {self.amount} {self.currency}{project} ({self.get_status_display()})"
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def add_log(self, *, action, performed_by=None, from_status=None, to_status=None, note=""):
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return ClaimLog.objects.create(
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claim=self,
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action=action,
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from_status=from_status,
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to_status=to_status or self.status,
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note=note or "",
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performed_by=performed_by,
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)
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class ClaimLog(models.Model):
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class Action(models.TextChoices):
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CREATED = "created", _("Submitted")
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STATUS_CHANGED = "status_changed", _("Status changed")
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claim = models.ForeignKey(Claim, related_name="logs", on_delete=models.CASCADE)
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action = models.CharField(max_length=32, choices=Action.choices)
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from_status = models.CharField(
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max_length=20,
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choices=Claim.Status.choices,
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null=True,
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blank=True,
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)
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to_status = models.CharField(max_length=20, choices=Claim.Status.choices)
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note = models.TextField(blank=True)
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performed_by = models.ForeignKey(
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settings.AUTH_USER_MODEL,
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null=True,
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blank=True,
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on_delete=models.SET_NULL,
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related_name="claim_logs",
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)
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created_at = models.DateTimeField(auto_now_add=True)
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class Meta:
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ordering = ["-created_at"]
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def __str__(self):
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return f"{self.get_action_display()} ({self.created_at:%Y-%m-%d %H:%M})"
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