Update company_site/financial/forms.py for Stripe invoices (#23)

2026-07-31 04:34:01 -07:00
parent 71e64cfc45
commit d63c6af374
1 changed files with 154 additions and 1 deletions
@@ -2,7 +2,19 @@ import datetime
 from django import forms
 from django.contrib.auth.models import User
 from django.forms import ModelForm
-from .models import Employee, Contract, ChargeNumber, TimeCardCell, AddressModel, UserProfile, set_user_type
+from .models import (
+    Employee,
+    Contract,
+    ChargeNumber,
+    TimeCardCell,
+    AddressModel,
+    UserProfile,
+    set_user_type,
+    BillingCustomer,
+    Invoice,
+    RecurringSubscription,
+)
+from .stripe_billing import dollars_to_cents

 class NewEmployeeForm(ModelForm):
    first_name = forms.CharField(max_length=30, required=False, label="First Name")
@@ -99,3 +111,144 @@ class TimeLogForm(ModelForm):
            cleaned_data['hour'] = duration

        return cleaned_data
+
+
+class BillingCustomerForm(ModelForm):
+    class Meta:
+        model = BillingCustomer
+        fields = ["name", "email", "company", "notes"]
+
+
+class OneOffInvoiceForm(forms.Form):
+    customer = forms.ModelChoiceField(
+        queryset=BillingCustomer.objects.all(),
+        required=False,
+        help_text="Pick an existing customer, or fill New customer fields below.",
+    )
+    new_customer_name = forms.CharField(max_length=200, required=False, label="New customer name")
+    new_customer_email = forms.EmailField(required=False, label="New customer email")
+    new_customer_company = forms.CharField(
+        max_length=200, required=False, label="New customer company"
+    )
+    description = forms.CharField(max_length=500)
+    amount = forms.DecimalField(
+        max_digits=10,
+        decimal_places=2,
+        min_value=0.50,
+        label="Amount (USD)",
+        help_text="Minimum $0.50",
+    )
+    due_date = forms.DateField(
+        required=False,
+        widget=forms.DateInput(attrs={"type": "date"}),
+    )
+    notes = forms.CharField(required=False, widget=forms.Textarea(attrs={"rows": 3}))
+    send_email = forms.BooleanField(
+        required=False,
+        initial=True,
+        label="Email payment link to customer",
+    )
+
+    def clean(self):
+        cleaned = super().clean()
+        customer = cleaned.get("customer")
+        name = (cleaned.get("new_customer_name") or "").strip()
+        email = (cleaned.get("new_customer_email") or "").strip()
+        if not customer and not (name and email):
+            raise forms.ValidationError(
+                "Select an existing customer or provide new customer name and email."
+            )
+        return cleaned
+
+    def resolve_customer(self, user):
+        customer = self.cleaned_data.get("customer")
+        if customer:
+            return customer
+        customer = BillingCustomer(
+            name=self.cleaned_data["new_customer_name"].strip(),
+            email=self.cleaned_data["new_customer_email"].strip(),
+            company=(self.cleaned_data.get("new_customer_company") or "").strip(),
+            created_by=user,
+            last_modified_BY=user,
+        )
+        customer.save()
+        return customer
+
+    def build_invoice(self, user) -> Invoice:
+        customer = self.resolve_customer(user)
+        return Invoice(
+            customer=customer,
+            description=self.cleaned_data["description"],
+            amount_cents=dollars_to_cents(self.cleaned_data["amount"]),
+            due_date=self.cleaned_data.get("due_date"),
+            notes=self.cleaned_data.get("notes") or "",
+            created_by=user,
+            last_modified_BY=user,
+        )
+
+
+class RecurringSubscriptionForm(forms.Form):
+    customer = forms.ModelChoiceField(
+        queryset=BillingCustomer.objects.all(),
+        required=False,
+        help_text="Pick an existing customer, or fill New customer fields below.",
+    )
+    new_customer_name = forms.CharField(max_length=200, required=False, label="New customer name")
+    new_customer_email = forms.EmailField(required=False, label="New customer email")
+    new_customer_company = forms.CharField(
+        max_length=200, required=False, label="New customer company"
+    )
+    description = forms.CharField(max_length=500)
+    amount = forms.DecimalField(
+        max_digits=10,
+        decimal_places=2,
+        min_value=0.50,
+        label="Amount per period (USD)",
+    )
+    interval = forms.ChoiceField(
+        choices=RecurringSubscription.Interval.choices,
+        initial=RecurringSubscription.Interval.MONTH,
+    )
+    notes = forms.CharField(required=False, widget=forms.Textarea(attrs={"rows": 3}))
+    send_email = forms.BooleanField(
+        required=False,
+        initial=True,
+        label="Email checkout / payment link to customer",
+    )
+
+    def clean(self):
+        cleaned = super().clean()
+        customer = cleaned.get("customer")
+        name = (cleaned.get("new_customer_name") or "").strip()
+        email = (cleaned.get("new_customer_email") or "").strip()
+        if not customer and not (name and email):
+            raise forms.ValidationError(
+                "Select an existing customer or provide new customer name and email."
+            )
+        return cleaned
+
+    def resolve_customer(self, user):
+        customer = self.cleaned_data.get("customer")
+        if customer:
+            return customer
+        customer = BillingCustomer(
+            name=self.cleaned_data["new_customer_name"].strip(),
+            email=self.cleaned_data["new_customer_email"].strip(),
+            company=(self.cleaned_data.get("new_customer_company") or "").strip(),
+            created_by=user,
+            last_modified_BY=user,
+        )
+        customer.save()
+        return customer
+
+    def build_subscription(self, user) -> RecurringSubscription:
+        customer = self.resolve_customer(user)
+        return RecurringSubscription(
+            customer=customer,
+            description=self.cleaned_data["description"],
+            amount_cents=dollars_to_cents(self.cleaned_data["amount"]),
+            interval=self.cleaned_data["interval"],
+            notes=self.cleaned_data.get("notes") or "",
+            created_by=user,
+            last_modified_BY=user,
+        )