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Implement invoice/payment report / Fix forms #564

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8 changes: 8 additions & 0 deletions commcare_connect/opportunity/tables.py
Original file line number Diff line number Diff line change
Expand Up @@ -531,6 +531,14 @@ def render_payment_date(self, value):
return


class TWPaymentInvoiceTable(PaymentInvoiceTable):
pk = None

class Meta(PaymentInvoiceTable.Meta):
fields = ("amount", "date", "invoice_number", "service_delivery")
sequence = ("amount", "date", "invoice_number", "payment_status", "payment_date", "service_delivery")


def popup_html(value, popup_title, popup_direction="top", popup_class="", popup_attributes=""):
return format_html(
"<span class='{}' data-bs-toggle='tooltip' data-bs-placement='{}' data-bs-title='{}' {}>{}</span>",
Expand Down
29 changes: 20 additions & 9 deletions commcare_connect/opportunity/tw_form_views.py
Original file line number Diff line number Diff line change
@@ -1,10 +1,12 @@
from django.contrib import messages
from django.db.models import Q
from django.forms import modelformset_factory
from django.http import HttpResponse
from django.shortcuts import get_object_or_404, redirect, render
from django.test.utils import override_settings
from django.urls import reverse
from django.views.generic import CreateView
from crispy_forms.utils import render_crispy_form

from commcare_connect.opportunity import views
from commcare_connect.opportunity.models import (
Expand Down Expand Up @@ -40,6 +42,7 @@
from commcare_connect.organization.decorators import org_admin_required, org_member_required
from commcare_connect.program import views as program_views
from commcare_connect.users.models import User
from commcare_connect.utils.commcarehq_api import get_domains_for_user


@override_settings(CRISPY_TEMPLATE_PACK="tailwind")
Expand Down Expand Up @@ -111,6 +114,10 @@ class OpportunityEdit(views.OpportunityEdit):
template_name = "tailwind/pages/opportunity_edit.html"
form_class = OpportunityChangeForm

def get_success_url(self):
return reverse("opportunity:tw_opportunity_detail", args=(self.request.org.slug, self.object.id))



@override_settings(CRISPY_TEMPLATE_PACK="tailwind")
@org_member_required
Expand Down Expand Up @@ -226,7 +233,7 @@ def send_message_mobile_users(request, org_slug=None, pk=None):
send_push_notification_task.delay(selected_user_ids, title, body)
if "sms" in message_type:
send_sms_task.delay(selected_user_ids, body)
return redirect("opportunity:detail", org_slug=request.org.slug, pk=pk)
return redirect("opportunity:tw_opportunity_detail", request.org.slug, pk)

return render(
request,
Expand All @@ -245,16 +252,15 @@ def send_message_mobile_users(request, org_slug=None, pk=None):
@org_member_required
def invoice_create(request, org_slug=None, pk=None):
opportunity = get_opportunity_or_404(pk, org_slug)
# if not opportunity.managed or request.org_membership.is_program_manager:
# return redirect("opportunity:detail", org_slug, pk)
if not opportunity.managed or request.org_membership.is_program_manager:
return redirect("opportunity:detail", org_slug, pk)
form = PaymentInvoiceForm(data=request.POST or None, opportunity=opportunity)
if request.POST and form.is_valid():
form.save()
return render(
request,
"tailwind/pages/form.html",
dict(title=f"{request.org.slug} - {opportunity.name}", form=form),
)
form = PaymentInvoiceForm(opportunity=opportunity)
return redirect("opportunity:tw_invoice_list", org_slug, pk)
return HttpResponse(render_crispy_form(form))



@override_settings(CRISPY_TEMPLATE_PACK="tailwind")
Expand All @@ -278,7 +284,7 @@ def get_success_url(self):

def get_form_kwargs(self):
kwargs = super().get_form_kwargs()
kwargs["domains"] = []
kwargs["domains"] = get_domains_for_user(self.request.user)
kwargs["user"] = self.request.user
kwargs["org_slug"] = self.request.org.slug
return kwargs
Expand Down Expand Up @@ -317,6 +323,11 @@ def get_template_names(self):
template = f"tailwind/pages/program_{view}.html"
return template

def get_success_url(self):
# Todo; update with tailwind URL
return reverse("program:list", kwargs={"org_slug": self.request.org.slug})



def invite_organization(request, org_slug=None, pk=None):
return render(request, "tailwind/pages/invite_organization.html")
Expand Down
50 changes: 28 additions & 22 deletions commcare_connect/opportunity/tw_forms.py
Original file line number Diff line number Diff line change
Expand Up @@ -7,8 +7,9 @@
from django.core.exceptions import ValidationError
from django.db.models import Q, Sum
from django.utils.timezone import now
from django.urls import reverse

from commcare_connect.connect_id_client.models import Credential
from commcare_connect import connect_id_client
from commcare_connect.opportunity.forms import FILTER_COUNTRIES, DateRanges
from commcare_connect.organization.models import Organization
from commcare_connect.program.models import ManagedOpportunity, Program
Expand Down Expand Up @@ -157,14 +158,6 @@ def clean_deliver_unit(self):
raise ValidationError("Flags are already configured for this Deliver Unit.")
return deliver_unit

def icon_field(field_name, icon_class, **kwargs):
icon_html = f'<i class="fa {icon_class} mr-2 text-gray-500"></i>'
return Field(
field_name,
label=Markup(icon_html + field_name.capitalize()),
**kwargs
)


class FormJsonValidationRulesForm(forms.ModelForm):
class Meta:
Expand Down Expand Up @@ -213,7 +206,7 @@ def __init__(self, *args, **kwargs):
class OpportunityUserInviteForm(forms.Form):
def __init__(self, *args, **kwargs):
org_slug = kwargs.pop("org_slug", None)
credentials = [Credential(org_slug, org_slug)] # connect_id_client.fetch_credentials(org_slug)
credentials = connect_id_client.fetch_credentials(org_slug)
super().__init__(*args, **kwargs)

self.helper = TailwindFormHelper(self)
Expand Down Expand Up @@ -523,11 +516,6 @@ def __init__(self, *args, **kwargs):
),
css_class="flex flex-col gap-2",
),
Row(
Submit("cancel", "Cancel", css_class="button button-md outline-style"),
Submit("submit", "Submit", css_class="button button-md primary-dark"),
css_class="flex justify-end gap-4",
),
css_class="flex flex-col gap-4",
)
)
Expand Down Expand Up @@ -586,15 +574,13 @@ def __init__(self, *args, **kwargs):
Row(
HTML("<div class='col-span-2'><h6 class='title-sm'>Apps</h6> <span class='hint'>Add required apps to the opportunity. All fields are mandatory.</span> </div>"),
Column(
"Learn App",
Field("learn_app_domain", css_class=SELECT_CLASS),
Field("learn_app", css_class=SELECT_CLASS),
Field("learn_app_description", css_class=TEXTAREA_CLASS),
Field("learn_app_passing_score", css_class=BASE_INPUT_CLASS),
data_loading_states=True,
),
Column(
"Deliver App",
Field("deliver_app_domain", css_class=SELECT_CLASS),
Field("deliver_app", css_class=SELECT_CLASS),
data_loading_states=True,
Expand All @@ -607,20 +593,40 @@ def __init__(self, *args, **kwargs):
)
)

domain_choices = [(i, f"Domain {i}") for i in range(1, 11)]
domain_choices = [(domain, domain) for domain in self.domains]
self.fields["description"] = forms.CharField(widget=forms.Textarea(attrs={"rows": 3}))
self.fields["learn_app_domain"] = forms.ChoiceField(
choices=domain_choices,
widget=forms.Select(
attrs={
"hx-get": reverse("opportunity:get_applications_by_domain", args=(self.org_slug,)),
"hx-include": "#id_learn_app_domain",
"hx-trigger": "load delay:0.3s, change",
"hx-target": "#id_learn_app",
"data-loading-disable": True,
}
),
)
self.fields["learn_app"] = forms.Field(
widget=forms.Select(choices=[(None, "Loading...")], attrs={"data-loading-disable": True})
)
learn_app_choices = [(i, f"Learn App {i}") for i in range(1, 11)]
self.fields["learn_app"] = forms.Field(widget=forms.Select(choices=learn_app_choices))
self.fields["learn_app_description"] = forms.CharField(widget=forms.Textarea(attrs={"rows": 3}))
self.fields["learn_app_passing_score"] = forms.IntegerField(max_value=100, min_value=0)
self.fields["deliver_app_domain"] = forms.ChoiceField(
choices=domain_choices,
widget=forms.Select(
attrs={
"hx-get": reverse("opportunity:get_applications_by_domain", args=(self.org_slug,)),
"hx-include": "#id_deliver_app_domain",
"hx-trigger": "load delay:0.3s, change",
"hx-target": "#id_deliver_app",
"data-loading-disable": True,
}
),
)
self.fields["deliver_app"] = forms.Field(
widget=forms.Select(choices=[(None, "Loading...")], attrs={"data-loading-disable": True})
)
deliver_app_choices = [(i, f"Deliver App {i}") for i in range(1, 11)]
self.fields["deliver_app"] = forms.Field(widget=forms.Select(choices=deliver_app_choices))
self.fields["api_key"] = forms.CharField(max_length=50)

def clean(self):
Expand Down
70 changes: 39 additions & 31 deletions commcare_connect/opportunity/urls.py
Original file line number Diff line number Diff line change
Expand Up @@ -54,10 +54,6 @@
user_visits_list,
verification_flags_config,
visit_verification,
worker_deliver,
worker_learn,
worker_list,
worker_verify,
)

app_name = "opportunity"
Expand Down Expand Up @@ -119,10 +115,6 @@
path("<int:opp_id>/suspend_user/<int:pk>/", view=suspend_user, name="suspend_user"),
path("<int:opp_id>/revoke_user_suspension/<int:pk>/", view=revoke_user_suspension, name="revoke_user_suspension"),
path("<int:opp_id>/delete_form_json_rule/<int:pk>/", view=delete_form_json_rule, name="delete_form_json_rule"),
path("<int:opp_id>/workers/list/", view=worker_list, name="worker_list"),
path("<int:opp_id>/workers/learn/", view=worker_learn, name="worker_learn"),
path("<int:opp_id>/workers/deliver/", view=worker_deliver, name="worker_deliver"),
path("<int:opp_id>/workers/verify/", view=worker_verify, name="worker_verify"),
path("<int:pk>/catchment_area_export/", view=export_catchment_area, name="catchment_area_export"),
path("<int:pk>/catchment_area_import/", view=import_catchment_area, name="catchment_area_import"),
path("<int:pk>/payment_report/", payment_report, name="payment_report"),
Expand All @@ -139,48 +131,64 @@
path("<int:opp_id>/tw/dashboard/", tw_views.dashboard, name="tw_worker"),
path("<int:opp_id>/tw/pm_dashboard/", tw_views.pm_dashboard, name="pm_dashboard"),
path("<int:opp_id>/tw/worker/", tw_views.worker, name="tw_worker"),
path("<int:opp_id>/tw/opportunities/", tw_views.opportunities, name="tw_opportunities"),
path("<int:opp_id>/tw/opportunities/", tw_views.opportunities, name="tw_opportunity_detail"),
path("<int:opp_id>/tw/opportunities_list/", tw_views.opportunities_list, name="tw_opportunities"),
path("<int:opp_id>/tw/pm_opportunities_list/", tw_views.pm_opportunities_list, name="tw_pm_opportunities"),
path("<int:opp_id>/tw/worker_learn/", tw_views.worker_learn, name="tw_worker_learn"), # TABLE
path("<int:opp_id>/tw/worker_learn/", tw_views.worker_learn, name="tw_worker_learn"), # TABLE
path("<int:opp_id>/tw/worker_delivery/", tw_views.worker_delivery, name="tw_worker_deliver"),
path("<int:opp_id>/tw/worker_payments/", tw_views.worker_payments, name="tw_opportunities"), # TABLE
path("<int:opp_id>/tw/worker_main/", tw_views.worker_main, name="tw_opportunities"), # TABLE
path("<int:opp_id>/tw/get_worker_last_payment/", tw_views.get_worker_last_payment, name="tw_opportunities"),
path("<int:opp_id>/tw/workers_list/", tw_views.opportunity_worker, name="tw_opportunities"),
path("<int:opp_id>/tw/workers_list/learn_progress", tw_views.opportunity_worker_learn_progress, name="tw_opportunity_worker_learn_progress"),
path("<int:opp_id>/tw/workers_list/payments", tw_views.opportunity_worker_payment, name="tw_opportunity_worker_learn_progress"),
path("<int:opp_id>/tw/invoice_list/", tw_views.invoice_list, name="tw_invoice_list"),
path(
"<int:opp_id>/tw/workers_list/learn_progress",
tw_views.opportunity_worker_learn_progress,
name="tw_opportunity_worker_learn_progress",
),
path(
"<int:opp_id>/tw/workers_list/payments",
tw_views.opportunity_worker_payment,
name="tw_opportunity_worker_learn_progress",
),
path("<int:pk>/tw/invoice_list/", views.tw_invoice_list, name="tw_invoice_list"),
path("<int:pk>/tw/invoice_payment_report/", views.tw_payment_report, name="tw_payment_report"),
path("<int:opp_id>/tw/my_organization/", tw_views.my_organization, name="tw_my_organization"),
path("<int:opp_id>/tw/add_budget/", tw_views.add_budget, name="tw_add_budget"),
path("<int:opp_id>/tw/visits/", tw_views.opportunity_visits, name="tw_visits"), # TODO
path("<int:opp_id>/tw/create/", tw_views.create_opportunity, name="tw_visits"), # TODO
path("<int:opp_id>/tw/visits/", tw_views.opportunity_visits, name="tw_visits"), # TODO
path("<int:opp_id>/tw/create/", tw_views.create_opportunity, name="tw_visits"), # TODO
path("<int:opp_id>/tw/onboarding/", tw_views.onboarding, name="tw_onboarding"),
path("<int:opp_id>/tw/onboarding/welcome", tw_views.welcome, name="tw_welcome"),
path("<int:opp_id>/tw/onboarding/setup-org", tw_views.onboarding_org, name="tw_setup_org"),
path("<int:opp_id>/tw/onboarding/invite", tw_views.onboarding_invite, name="tw_invite"),
# Tables
path("<int:opp_id>/tw/tables/flagged_workers/", tw_views.flagged_workers, name="tw_flagged_workers"),
path("<int:opp_id>/tw/tables/opportunities_list/", tw_views.opportunities_list_table_view, name="tw_flagged_workers"), # TODO
path("<int:opp_id>/tw/tables/pm_opportunities_list/", tw_views.pm_opportunities_list_table_view, name="pm_opp_list"),
path(
"<int:opp_id>/tw/tables/opportunities_list/", tw_views.opportunities_list_table_view, name="tw_flagged_workers"
), # TODO
path(
"<int:opp_id>/tw/tables/pm_opportunities_list/", tw_views.pm_opportunities_list_table_view, name="pm_opp_list"
),
path("<int:opp_id>/tw/tables/pay_worker", tw_views.pay_worker, name="tw_pay_worker"),
path("<int:opp_id>/tw/tables/all_invoice", tw_views.all_invoice_table, name="tw_all_invoice"),
path("<int:opp_id>/tw/tables/invoice_report", tw_views.invoice_report_table, name="tw_invoice_report"),
path("<int:opp_id>/tw/tables/my_organization_members", tw_views.my_organization_members_table, name="tw_my_organization_members_table"),
path("<int:opp_id>/tw/tables/learn_app",tw_views.learn_app_table, name="tw_learn_app"),
path("<int:opp_id>/tw/tables/delivery_app",tw_views.delivery_app_table, name="tw_delivery_app"),
path("<int:opp_id>/tw/tables/payment_app",tw_views.payment_app_table, name="tw_payment_app"),
path("<int:opp_id>/tw/tables/worker_flagged_table",tw_views.worker_flagged_table, name="tw_flagged_table"),
path("<int:opp_id>/tw/tables/worker_review_table",tw_views.worker_review_table, name="tw_review_table"),
path("<int:opp_id>/tw/tables/worker_revalidate_table",tw_views.worker_revalidate_table, name="tw_revalidate_table"),
path("<int:opp_id>/tw/tables/worker_approved_table",tw_views.worker_approved_table, name="tw_approved_table"),
path("<int:opp_id>/tw/tables/worker_rejected_table",tw_views.worker_rejected_table, name="tw_rejected_table"),
path("<int:opp_id>/tw/tables/worker_all_table",tw_views.worker_all_table, name="tw_all_table"),
path(
"<int:opp_id>/tw/tables/my_organization_members",
tw_views.my_organization_members_table,
name="tw_my_organization_members_table",
),
path("<int:opp_id>/tw/tables/learn_app", tw_views.learn_app_table, name="tw_learn_app"),
path("<int:opp_id>/tw/tables/delivery_app", tw_views.delivery_app_table, name="tw_delivery_app"),
path("<int:opp_id>/tw/tables/payment_app", tw_views.payment_app_table, name="tw_payment_app"),
path("<int:opp_id>/tw/tables/worker_flagged_table", tw_views.worker_flagged_table, name="tw_flagged_table"),
path("<int:opp_id>/tw/tables/worker_review_table", tw_views.worker_review_table, name="tw_review_table"),
path(
"<int:opp_id>/tw/tables/worker_revalidate_table", tw_views.worker_revalidate_table, name="tw_revalidate_table"
),
path("<int:opp_id>/tw/tables/worker_approved_table", tw_views.worker_approved_table, name="tw_approved_table"),
path("<int:opp_id>/tw/tables/worker_rejected_table", tw_views.worker_rejected_table, name="tw_rejected_table"),
path("<int:opp_id>/tw/tables/worker_all_table", tw_views.worker_all_table, name="tw_all_table"),
# API
path("<int:opp_id>/tw/api/payment_app_expand",tw_views.payment_app_table_expand, name="tw_payment_app"),
path("<int:opp_id>/tw/api/payment_app_expand", tw_views.payment_app_table_expand, name="tw_payment_app"),
path("<int:opp_id>/tw/api/payment_history/", tw_views.payment_history, name="tw_payment_history"),
path("<int:opp_id>/tw/api/opportunities/", tw_views.opportunities_card, name="tw_opportunities_card"),
path("<int:opp_id>/tw/api/invoice_report_card/", tw_views.invoice_report_card, name="tw_invoice_report_card"),
path("<int:opp_id>/tw/api/signup/", tw_views.signup_comp, name="signup_comp"),
path("<int:opp_id>/tw/api/login/", tw_views.login_comp, name="login_comp"),
path("<int:opp_id>/tw/api/create-org/", tw_views.create_org_comp, name="create_org_comp"),
Expand Down
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