249 lines
8.6 KiB
Python
249 lines
8.6 KiB
Python
from django.db import models
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from django.core.validators import MinValueValidator
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from django.utils.translation import gettext_lazy as _
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from decimal import Decimal
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class Customer(models.Model):
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"""Customer information"""
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CUSTOMER_TYPE_CHOICES = [
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('retail', 'Retail'),
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('wholesale', 'Wholesale'),
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('distributor', 'Distributor'),
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('corporate', 'Corporate'),
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]
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name = models.CharField(max_length=200)
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code = models.CharField(max_length=50, unique=True, help_text='Unique customer code')
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customer_type = models.CharField(max_length=20, choices=CUSTOMER_TYPE_CHOICES, default='retail')
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# Contact information
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contact_person = models.CharField(max_length=100, blank=True)
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email = models.EmailField(blank=True)
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phone = models.CharField(max_length=20, blank=True)
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address = models.TextField(blank=True)
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# Business information
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tax_id = models.CharField(max_length=50, blank=True)
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payment_terms = models.CharField(max_length=100, blank=True, help_text='e.g., Net 30, Net 60')
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credit_limit = models.DecimalField(
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max_digits=12,
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decimal_places=2,
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default=0,
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validators=[MinValueValidator(Decimal('0'))]
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)
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# Status
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is_active = models.BooleanField(default=True)
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rating = models.IntegerField(
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choices=[(i, i) for i in range(1, 6)],
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default=3,
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help_text='Customer rating from 1-5'
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)
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# Timestamps
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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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verbose_name = _('Customer')
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verbose_name_plural = _('Customers')
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def __str__(self):
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return f"{self.name} ({self.code})"
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def get_total_sales(self):
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"""Get total sales to this customer"""
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return self.sale_orders.aggregate(
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total=models.Sum('total_amount')
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)['total'] or Decimal('0')
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class SaleOrder(models.Model):
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"""Sales order model"""
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ORDER_STATUS = [
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('draft', 'Draft'),
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('confirmed', 'Confirmed'),
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('shipped', 'Shipped'),
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('delivered', 'Delivered'),
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('cancelled', 'Cancelled'),
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]
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order_number = models.CharField(max_length=50, unique=True, help_text='Unique sales order number')
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customer = models.ForeignKey(Customer, on_delete=models.CASCADE, related_name='sale_orders')
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date = models.DateField()
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expected_delivery_date = models.DateField(blank=True, null=True)
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status = models.CharField(max_length=20, choices=ORDER_STATUS, default='draft')
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# Financial information
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subtotal = models.DecimalField(
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max_digits=12,
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decimal_places=2,
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default=0,
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validators=[MinValueValidator(Decimal('0'))]
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)
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tax_amount = models.DecimalField(
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max_digits=12,
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decimal_places=2,
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default=0,
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validators=[MinValueValidator(Decimal('0'))]
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)
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discount_amount = models.DecimalField(
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max_digits=12,
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decimal_places=2,
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default=0,
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validators=[MinValueValidator(Decimal('0'))]
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)
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shipping_cost = models.DecimalField(
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max_digits=12,
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decimal_places=2,
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default=0,
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validators=[MinValueValidator(Decimal('0'))]
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)
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total_amount = models.DecimalField(
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max_digits=12,
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decimal_places=2,
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default=0,
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validators=[MinValueValidator(Decimal('0'))]
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)
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# Additional information
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notes = models.TextField(blank=True)
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terms_conditions = models.TextField(blank=True)
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# User tracking
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created_by = models.ForeignKey('users.CustomUser', on_delete=models.SET_NULL, null=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 = ['-date', '-created_at']
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verbose_name = _('Sales Order')
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verbose_name_plural = _('Sales Orders')
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def __str__(self):
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return f"SO-{self.order_number} - {self.customer.name}"
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def save(self, *args, **kwargs):
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"""Override save to calculate total amount"""
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self.total_amount = self.subtotal + self.tax_amount - self.discount_amount + self.shipping_cost
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super().save(*args, **kwargs)
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def get_item_count(self):
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"""Get total number of items in this sales order"""
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return self.items.count()
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def is_overdue(self):
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"""Check if delivery is overdue"""
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if self.expected_delivery_date and self.status not in ['delivered', 'cancelled']:
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from django.utils import timezone
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return timezone.now().date() > self.expected_delivery_date
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return False
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def get_profit_margin(self):
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"""Calculate profit margin for this order"""
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total_cost = Decimal('0')
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for item in self.items.all():
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if item.product.cost_price:
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total_cost += item.quantity * item.product.cost_price
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if total_cost > 0:
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return ((self.total_amount - total_cost) / total_cost) * 100
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return Decimal('0')
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class SaleOrderItem(models.Model):
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"""Individual items in sales orders"""
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sale_order = models.ForeignKey(SaleOrder, on_delete=models.CASCADE, related_name='items')
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product = models.ForeignKey('inventory.Product', on_delete=models.CASCADE, related_name='sale_order_items')
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quantity = models.DecimalField(
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max_digits=10,
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decimal_places=2,
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validators=[MinValueValidator(Decimal('0.01'))]
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)
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unit_price = models.DecimalField(
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max_digits=10,
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decimal_places=2,
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validators=[MinValueValidator(Decimal('0'))]
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)
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discount_percent = models.DecimalField(
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max_digits=5,
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decimal_places=2,
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default=0,
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validators=[MinValueValidator(Decimal('0'))],
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help_text='Discount percentage (0-100)'
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)
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total_price = models.DecimalField(
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max_digits=12,
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decimal_places=2,
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validators=[MinValueValidator(Decimal('0'))]
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)
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# Additional information
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description = models.CharField(max_length=200, blank=True)
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notes = models.TextField(blank=True)
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class Meta:
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verbose_name = _('Sales Order Item')
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verbose_name_plural = _('Sales Order Items')
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def __str__(self):
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return f"{self.sale_order.order_number} - {self.product.name} ({self.quantity})"
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def save(self, *args, **kwargs):
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"""Override save to calculate total price and update stock"""
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# Calculate total price with discount
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discount_amount = (self.unit_price * self.quantity * self.discount_percent) / 100
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self.total_price = (self.unit_price * self.quantity) - discount_amount
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super().save(*args, **kwargs)
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# Update sales order subtotal
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self.sale_order.subtotal = self.sale_order.items.aggregate(
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total=models.Sum('total_price')
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)['total'] or Decimal('0')
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self.sale_order.save()
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# Update product stock if order is confirmed or shipped
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if self.sale_order.status in ['confirmed', 'shipped', 'delivered']:
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# Create stock movement
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from inventory.models import StockMovement
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StockMovement.objects.create(
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product=self.product,
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movement_type='sale',
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quantity=self.quantity,
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unit_price=self.unit_price,
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reference_type='SaleOrder',
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reference_id=self.sale_order.id,
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date=self.sale_order.date,
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notes=f"Sale order {self.sale_order.order_number}",
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created_by=self.sale_order.created_by
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)
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class DeliveryNote(models.Model):
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"""Delivery note for shipped sales orders"""
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delivery_number = models.CharField(max_length=50, unique=True)
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sale_order = models.ForeignKey(SaleOrder, on_delete=models.CASCADE, related_name='deliveries')
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delivery_date = models.DateField()
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# Delivery details
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shipping_method = models.CharField(max_length=100, blank=True)
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tracking_number = models.CharField(max_length=100, blank=True)
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notes = models.TextField(blank=True)
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# User tracking
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delivered_by = models.ForeignKey('users.CustomUser', on_delete=models.SET_NULL, null=True)
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# Timestamps
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created_at = models.DateTimeField(auto_now_add=True)
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class Meta:
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ordering = ['-delivery_date']
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verbose_name = _('Delivery Note')
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verbose_name_plural = _('Delivery Notes')
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def __str__(self):
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return f"DN-{self.delivery_number} for SO-{self.sale_order.order_number}"
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