238 lines
12 KiB
Python
238 lines
12 KiB
Python
"""Internal order follow-up; approved documents stay frozen."""
|
||
from datetime import date
|
||
|
||
from flask import abort, flash, jsonify, redirect, render_template, request, url_for
|
||
from sqlalchemy import and_, case, or_
|
||
|
||
from models import DELIVERY_STATUS, INVOICE_STATUS, PAYMENT_STATUS, Order
|
||
from order_logic import add_log, get_order, normalize_date
|
||
from security import current_user, db, login_required
|
||
|
||
|
||
TRACKING_FILTERS = {
|
||
'open': '待跟进订单',
|
||
'work_undelivered': '未交付订单（含部分交货）',
|
||
'work_invoice_due': '已交付已收票待付款',
|
||
'work_completed': '已完成订单',
|
||
'work_other': '其他待跟进 / 待核对',
|
||
'prepayment': '需预付款',
|
||
'invoice_due': '已收票待付款',
|
||
'unpaid': '未付款',
|
||
'partial_payment': '部分付款',
|
||
'paid': '已付款',
|
||
'undelivered': '未交货',
|
||
'partial_delivery': '部分交货',
|
||
'delivered': '已交货',
|
||
'paid_undelivered': '已付款未交齐',
|
||
'completed': '已付款且已交货',
|
||
'unrecorded': '跟进待登记',
|
||
'recheck': '变更后待核对',
|
||
'closed': '付款、交货、收票均完成',
|
||
}
|
||
|
||
|
||
def tracking_conditions():
|
||
current_fulfillment = or_(Order.fulfillment_revision < 0, Order.fulfillment_revision == Order.revision)
|
||
current_payment = or_(Order.payment_revision < 0, Order.payment_revision == Order.revision)
|
||
payment_due = and_(current_payment, Order.payment_status.in_(('unpaid', 'partial')))
|
||
delivery_open = and_(current_fulfillment, Order.delivery_status.in_(('pending', 'partial')))
|
||
completed = and_(current_payment, current_fulfillment, Order.payment_status == 'paid',
|
||
Order.delivery_status == 'delivered')
|
||
closed = and_(completed, Order.invoice_status == 'received')
|
||
work_undelivered = and_(current_fulfillment, Order.delivery_status.in_(('pending', 'partial')))
|
||
work_invoice_due = and_(current_fulfillment, current_payment,
|
||
Order.delivery_status == 'delivered', Order.invoice_status == 'received',
|
||
Order.payment_status.in_(('unpaid', 'partial')))
|
||
return {
|
||
'open': ~closed,
|
||
'closed': closed,
|
||
'work_undelivered': work_undelivered,
|
||
'work_invoice_due': work_invoice_due,
|
||
'work_completed': closed,
|
||
'work_other': and_(~closed, ~work_undelivered, ~work_invoice_due),
|
||
'prepayment': and_(current_fulfillment, Order.needs_prepayment.is_(True), payment_due),
|
||
'invoice_due': and_(current_fulfillment, Order.invoice_status == 'received', payment_due),
|
||
'unpaid': and_(current_payment, Order.payment_status == 'unpaid'),
|
||
'partial_payment': and_(current_payment, Order.payment_status == 'partial'),
|
||
'paid': and_(current_payment, Order.payment_status == 'paid'),
|
||
'undelivered': and_(current_fulfillment, Order.delivery_status == 'pending'),
|
||
'partial_delivery': and_(current_fulfillment, Order.delivery_status == 'partial'),
|
||
'delivered': and_(current_fulfillment, Order.delivery_status == 'delivered'),
|
||
'paid_undelivered': and_(current_payment, Order.payment_status == 'paid', delivery_open),
|
||
'completed': completed,
|
||
'unrecorded': or_(Order.invoice_status == 'unknown', Order.delivery_status == 'unknown',
|
||
Order.payment_status == 'unknown'),
|
||
'recheck': or_(~current_fulfillment, ~current_payment),
|
||
}
|
||
|
||
|
||
def filter_tracking(query, key):
|
||
if not key:
|
||
return query
|
||
conditions = tracking_conditions()
|
||
if key not in conditions:
|
||
abort(400, description='无效的订单跟进筛选条件')
|
||
return query.filter(Order.status == 'approved', conditions[key])
|
||
|
||
|
||
def tracking_priority():
|
||
conditions = tracking_conditions()
|
||
return case(*[(conditions[key], rank) for rank, key in enumerate(
|
||
('recheck', 'prepayment', 'invoice_due', 'paid_undelivered', 'unrecorded'))], else_=5)
|
||
|
||
|
||
def tracking_tasks(order):
|
||
if order.status != 'approved':
|
||
return []
|
||
if order.fulfillment_stale or order.payment_stale:
|
||
return [('recheck', '变更后待核对')]
|
||
tasks = []
|
||
if order.payment_status in ('unpaid', 'partial'):
|
||
if order.needs_prepayment:
|
||
tasks.append(('prepayment', '安排预付款' if order.payment_status == 'unpaid' else '核对预付款及剩余付款安排'))
|
||
elif order.invoice_status == 'received':
|
||
tasks.append(('invoice_due', '已收票，跟进付款' if order.payment_status == 'unpaid' else '跟进剩余付款'))
|
||
else:
|
||
tasks.append(('payment', '跟进付款安排'))
|
||
if order.delivery_status in ('pending', 'partial'):
|
||
tasks.append(('delivery', '跟进剩余交货' if order.delivery_status == 'partial' else '跟进交货'))
|
||
if order.invoice_status == 'pending':
|
||
tasks.append(('invoice', '跟进收票'))
|
||
if 'unknown' in (order.payment_status, order.delivery_status, order.invoice_status):
|
||
tasks.append(('unrecorded', '补充跟进登记'))
|
||
return tasks or [('closed', '付款、交货、收票均完成')]
|
||
|
||
|
||
def latest_tracking(order):
|
||
latest = {}
|
||
for log in reversed(order.logs):
|
||
if log.action in ('更新采购跟进', '登记付款状态') and log.action not in latest:
|
||
latest[log.action] = log
|
||
return latest
|
||
|
||
|
||
def tracking_response(oid):
|
||
if request.headers.get('X-Tracking-Modal') == '1':
|
||
return jsonify(ok=True)
|
||
return redirect(url_for('order_view', oid=oid) + '#order-tracking')
|
||
|
||
|
||
def can_follow(order, user):
|
||
return (order.status == 'approved' and user.role in ('maker', 'admin')
|
||
and (user.role == 'admin' or order.created_by == user.id))
|
||
|
||
|
||
def can_record_payment(order, user):
|
||
return order.status == 'approved' and user.role in ('approver', 'admin')
|
||
|
||
|
||
def enum_value(form, key, choices):
|
||
value = form.get(key, '')
|
||
if value not in choices:
|
||
raise ValueError('请选择有效的跟进状态')
|
||
return value
|
||
|
||
|
||
def note_value(form, key):
|
||
value = form.get(key, '').strip()
|
||
if len(value) > 500:
|
||
raise ValueError('备注最多填写 500 个字符')
|
||
return value
|
||
|
||
|
||
def register_tracking_routes(app):
|
||
@app.context_processor
|
||
def tracking_context():
|
||
return {'INVOICE_STATUS': INVOICE_STATUS, 'DELIVERY_STATUS': DELIVERY_STATUS,
|
||
'PAYMENT_STATUS': PAYMENT_STATUS, 'TRACKING_FILTERS': TRACKING_FILTERS,
|
||
'can_follow': can_follow, 'can_record_payment': can_record_payment,
|
||
'tracking_tasks': tracking_tasks, 'latest_tracking': latest_tracking}
|
||
|
||
@app.get('/orders/<int:oid>/tracking/<kind>')
|
||
@login_required
|
||
def tracking_editor(oid, kind):
|
||
if kind not in ('follow-up', 'payment'):
|
||
abort(404)
|
||
order, user = get_order(oid), current_user()
|
||
allowed = can_follow(order, user) if kind == 'follow-up' else can_record_payment(order, user)
|
||
if not allowed:
|
||
abort(403)
|
||
template = 'tracking_editor_fragment.html' if request.args.get('fragment') == '1' else 'tracking_editor.html'
|
||
return render_template(template, o=order, user=user, kind=kind)
|
||
|
||
@app.post('/orders/<int:oid>/follow-up')
|
||
@login_required
|
||
def order_follow_up(oid):
|
||
order, user = get_order(oid, mutation=True), current_user()
|
||
if not can_follow(order, user):
|
||
abort(403)
|
||
if set(request.form).intersection(('payment_status', 'payment_date', 'payment_note')):
|
||
abort(403, description='付款状态须由审批员或管理员登记')
|
||
invoice = enum_value(request.form, 'invoice_status', INVOICE_STATUS)
|
||
delivery = enum_value(request.form, 'delivery_status', DELIVERY_STATUS)
|
||
prepayment = request.form.get('needs_prepayment', '0')
|
||
if prepayment not in ('0', '1'):
|
||
raise ValueError('预付款标记无效')
|
||
note = note_value(request.form, 'fulfillment_note')
|
||
reason = note_value(request.form, 'reason')
|
||
if ((order.invoice_status == 'received' and invoice != 'received') or
|
||
(order.delivery_status in ('partial', 'delivered') and
|
||
list(DELIVERY_STATUS).index(delivery) < list(DELIVERY_STATUS).index(order.delivery_status))):
|
||
if not reason:
|
||
raise ValueError('回退收票或交货状态时，请填写更正原因')
|
||
changes = []
|
||
values = {'needs_prepayment': prepayment == '1', 'invoice_status': invoice,
|
||
'delivery_status': delivery, 'fulfillment_note': note}
|
||
labels = {'needs_prepayment': ('预付款', {True: '需要', False: '不需要'}),
|
||
'invoice_status': ('收票', INVOICE_STATUS), 'delivery_status': ('交货', DELIVERY_STATUS)}
|
||
for key, value in values.items():
|
||
old = getattr(order, key)
|
||
if old != value:
|
||
label, choices = labels.get(key, ('跟进备注', {}))
|
||
changes.append('%s：%s → %s' % (label, choices.get(old, old or '空'), choices.get(value, value or '空')))
|
||
setattr(order, key, value)
|
||
if order.fulfillment_stale:
|
||
changes.append('已核对本次变更后的采购跟进状态')
|
||
if changes or order.fulfillment_revision != order.revision:
|
||
order.fulfillment_revision = order.revision
|
||
add_log(order, '更新采购跟进', user, '；'.join(changes + (['更正原因：' + reason] if reason else [])))
|
||
db.commit()
|
||
flash('采购跟进已保存', 'ok')
|
||
return tracking_response(oid)
|
||
|
||
@app.post('/orders/<int:oid>/payment')
|
||
@login_required
|
||
def order_payment(oid):
|
||
order, user = get_order(oid, mutation=True), current_user()
|
||
if not can_record_payment(order, user):
|
||
abort(403)
|
||
if set(request.form).intersection(('needs_prepayment', 'invoice_status', 'delivery_status', 'fulfillment_note')):
|
||
abort(403, description='采购跟进须在对应表单中登记')
|
||
status = enum_value(request.form, 'payment_status', PAYMENT_STATUS)
|
||
paid_date = normalize_date(request.form.get('payment_date'), '付款日期', required=status in ('partial', 'paid'))
|
||
if paid_date and paid_date > date.today().isoformat():
|
||
raise ValueError('实际付款日期不能晚于今天')
|
||
if status in ('unpaid', 'unknown'):
|
||
paid_date = ''
|
||
note = note_value(request.form, 'payment_note')
|
||
reason = note_value(request.form, 'reason')
|
||
if (order.payment_status in ('partial', 'paid') and
|
||
list(PAYMENT_STATUS).index(status) < list(PAYMENT_STATUS).index(order.payment_status) and not reason):
|
||
raise ValueError('回退付款状态时，请填写更正原因')
|
||
changes = []
|
||
for key, value, label in [('payment_status', status, '付款'), ('payment_date', paid_date, '付款日期'),
|
||
('payment_note', note, '付款备注')]:
|
||
old = getattr(order, key)
|
||
if old != value:
|
||
choices = PAYMENT_STATUS if key == 'payment_status' else {}
|
||
changes.append('%s：%s → %s' % (label, choices.get(old, old or '空'), choices.get(value, value or '空')))
|
||
setattr(order, key, value)
|
||
if order.payment_stale:
|
||
changes.append('已核对本次变更后的付款状态')
|
||
if changes or order.payment_revision != order.revision:
|
||
order.payment_revision = order.revision
|
||
add_log(order, '登记付款状态', user, '；'.join(changes + (['更正原因：' + reason] if reason else [])))
|
||
db.commit()
|
||
flash('付款状态已保存', 'ok')
|
||
return tracking_response(oid)
|