38156-vm/core/models.py
Konradzar d922a14ec5 Ver 14 - Dashboard redesign, permissions, payslip preview, team tracking
- Dashboard: Outstanding Payments, Paid This Month, Active Loans cards
- Dashboard: This Week summary, Recent Activity, Quick Actions, Manage Resources
- Dashboard: Active/Inactive/All filter for resources
- Payroll: Preview payslip modal (no DB/email side effects)
- Payroll: Multi-select workers in adjustment modal
- History: Team column + direct team FK on WorkLog
- History: Shift+click multi-date selection on calendar
- Permissions: Replaced PIN system with Django groups (Admin, Work Logger)
- Permissions: Renamed Supervisor to Work Logger throughout
- Nav: Hide financial links (Payroll) from non-admin users
- Admin: Enhanced Django admin with group management
- New migrations: 0011 (remove pin/is_admin), 0012 (add team to WorkLog)
- New management command: setup_groups

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 23:43:38 +02:00

193 lines
7.4 KiB
Python

from django.db import models
from django.core.validators import MinValueValidator
from decimal import Decimal
from django.contrib.auth.models import User
from django.utils import timezone
class UserProfile(models.Model):
user = models.OneToOneField(User, on_delete=models.CASCADE, related_name='profile')
class Meta:
verbose_name = "User Profile"
verbose_name_plural = "User Profiles"
def __str__(self):
return f"{self.user.username}'s profile"
class Project(models.Model):
name = models.CharField(max_length=200)
description = models.TextField(blank=True)
supervisors = models.ManyToManyField(User, related_name='assigned_projects', blank=True)
created_at = models.DateTimeField(auto_now_add=True)
is_active = models.BooleanField(default=True)
class Meta:
verbose_name = "Project"
verbose_name_plural = "Projects"
def __str__(self):
return self.name
class Worker(models.Model):
name = models.CharField(max_length=200)
id_no = models.CharField(max_length=50, unique=True, verbose_name="ID Number")
phone_no = models.CharField(max_length=20, verbose_name="Phone Number")
monthly_salary = models.DecimalField(max_digits=10, decimal_places=2, validators=[MinValueValidator(Decimal('0.00'))])
# New fields
photo = models.ImageField(upload_to='workers/photos/', blank=True, null=True)
id_photo = models.ImageField(upload_to='workers/ids/', blank=True, null=True, verbose_name="ID Document")
date_of_employment = models.DateField(default=timezone.now)
notes = models.TextField(blank=True)
created_at = models.DateTimeField(auto_now_add=True)
is_active = models.BooleanField(default=True)
class Meta:
verbose_name = "Worker"
verbose_name_plural = "Workers"
@property
def day_rate(self):
return self.monthly_salary / Decimal('20.0')
@property
def projects_worked_on_count(self):
"""Returns the number of distinct projects this worker has worked on."""
return self.work_logs.values('project').distinct().count()
def __str__(self):
return self.name
class Team(models.Model):
name = models.CharField(max_length=200)
workers = models.ManyToManyField(Worker, related_name='teams')
supervisor = models.ForeignKey(User, on_delete=models.SET_NULL, null=True, blank=True, related_name='managed_teams')
created_at = models.DateTimeField(auto_now_add=True)
is_active = models.BooleanField(default=True)
class Meta:
verbose_name = "Team"
verbose_name_plural = "Teams"
def __str__(self):
return self.name
class WorkLog(models.Model):
date = models.DateField()
project = models.ForeignKey(Project, on_delete=models.CASCADE, related_name='logs')
team = models.ForeignKey(Team, on_delete=models.SET_NULL, null=True, blank=True, related_name='work_logs')
workers = models.ManyToManyField(Worker, related_name='work_logs')
supervisor = models.ForeignKey(User, on_delete=models.SET_NULL, null=True, blank=True)
notes = models.TextField(blank=True)
class Meta:
verbose_name = "Work Log / Attendance"
verbose_name_plural = "Work Logs / Attendance"
def __str__(self):
return f"{self.date} - {self.project.name}"
class PayrollRecord(models.Model):
worker = models.ForeignKey(Worker, on_delete=models.CASCADE, related_name='payroll_records')
date = models.DateField(default=timezone.now)
amount = models.DecimalField(max_digits=10, decimal_places=2)
work_logs = models.ManyToManyField(WorkLog, related_name='paid_in')
created_at = models.DateTimeField(auto_now_add=True)
class Meta:
verbose_name = "Payroll Record"
verbose_name_plural = "Payroll Records"
def __str__(self):
return f"Payment to {self.worker.name} on {self.date}"
class Loan(models.Model):
worker = models.ForeignKey(Worker, on_delete=models.CASCADE, related_name='loans')
amount = models.DecimalField(max_digits=10, decimal_places=2, help_text="Principal amount borrowed")
balance = models.DecimalField(max_digits=10, decimal_places=2, default=0, help_text="Remaining amount to be repaid")
date = models.DateField(default=timezone.now)
reason = models.TextField(blank=True)
is_active = models.BooleanField(default=True)
class Meta:
verbose_name = "Loan"
verbose_name_plural = "Loans"
def save(self, *args, **kwargs):
if not self.pk: # On creation
self.balance = self.amount
super().save(*args, **kwargs)
def __str__(self):
return f"Loan for {self.worker.name} - R{self.amount}"
class PayrollAdjustment(models.Model):
ADJUSTMENT_TYPES = [
('BONUS', 'Bonus'),
('OVERTIME', 'Overtime'),
('DEDUCTION', 'Deduction'),
('LOAN_REPAYMENT', 'Loan Repayment'),
('LOAN', 'New Loan'),
]
worker = models.ForeignKey(Worker, on_delete=models.CASCADE, related_name='adjustments')
payroll_record = models.ForeignKey(PayrollRecord, on_delete=models.SET_NULL, null=True, blank=True, related_name='adjustments')
loan = models.ForeignKey(Loan, on_delete=models.SET_NULL, null=True, blank=True, related_name='repayments')
amount = models.DecimalField(max_digits=10, decimal_places=2, help_text="Positive adds to pay, negative subtracts (except for Loan Repayment which is auto-handled)")
date = models.DateField(default=timezone.now)
description = models.CharField(max_length=255)
type = models.CharField(max_length=20, choices=ADJUSTMENT_TYPES, default='DEDUCTION')
class Meta:
verbose_name = "Payroll Adjustment"
verbose_name_plural = "Payroll Adjustments"
def __str__(self):
return f"{self.get_type_display()} - {self.amount} for {self.worker.name}"
class ExpenseReceipt(models.Model):
VAT_CHOICES = [
('INCLUDED', 'VAT Included'),
('EXCLUDED', 'VAT Excluded'),
('NONE', 'No VAT'),
]
PAYMENT_METHODS = [
('CASH', 'Cash'),
('CARD', 'Card'),
('EFT', 'EFT'),
('OTHER', 'Other'),
]
user = models.ForeignKey(User, on_delete=models.CASCADE, related_name='generated_receipts')
date = models.DateField(default=timezone.now)
vendor = models.CharField(max_length=200)
description = models.TextField(blank=True)
payment_method = models.CharField(max_length=10, choices=PAYMENT_METHODS, default='CASH')
vat_type = models.CharField(max_length=10, choices=VAT_CHOICES, default='NONE')
# Financials (Stored for record keeping)
subtotal = models.DecimalField(max_digits=12, decimal_places=2, default=0)
vat_amount = models.DecimalField(max_digits=12, decimal_places=2, default=0)
total_amount = models.DecimalField(max_digits=12, decimal_places=2, default=0)
created_at = models.DateTimeField(auto_now_add=True)
class Meta:
verbose_name = "Expense Receipt"
verbose_name_plural = "Expense Receipts"
def __str__(self):
return f"Receipt from {self.vendor} - {self.date}"
class ExpenseLineItem(models.Model):
receipt = models.ForeignKey(ExpenseReceipt, on_delete=models.CASCADE, related_name='items')
product = models.CharField(max_length=255, verbose_name="Product/Item")
amount = models.DecimalField(max_digits=10, decimal_places=2)
class Meta:
verbose_name = "Expense Line Item"
verbose_name_plural = "Expense Line Items"
def __str__(self):
return f"{self.product} - {self.amount}"