Initial claims system setup

This commit is contained in:
Victor Andersson
2025-11-08 16:54:46 +01:00
commit 9619dbedcb
31 changed files with 1440 additions and 0 deletions

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