Add utils and tests for calculating membership status

apiserver/apiserver/api/models.py

@@ -36,6 +36,7 @@ class Member(models.Model):
     current_start_date = models.DateField(default=date.today, null=True)
     application_date = models.DateField(default=date.today, null=True)
     vetted_date = models.DateField(blank=True, null=True)
+    paused_date = models.DateField(blank=True, null=True)
     monthly_fees = models.IntegerField(default=55, blank=True, null=True)
 
 class Transaction(models.Model):

apiserver/apiserver/api/tests.py

@@ -1,3 +1,343 @@
+import django, sys, os
+os.environ['DJANGO_SETTINGS_MODULE'] = 'apiserver.settings'
+django.setup()
+
 from django.test import TestCase
+import datetime
+from dateutil import relativedelta
+
+from apiserver.api import utils, models
+
+testing_member, _ = models.Member.objects.get_or_create(
+    first_name='unittest',
+    preferred_name='unittest',
+    last_name='tester',
+)
+
+class TestMonthsSpanned(TestCase):
+    def test_num_months_spanned_one_month(self):
+        date2 = datetime.date(2020, 1, 10)
+        date1 = datetime.date(2020, 2, 10)
+
+        spanned = utils.num_months_spanned(date1, date2)
+
+        self.assertEqual(spanned, 1)
+
+    def test_num_months_spanned_one_week(self):
+        date1 = datetime.date(2020, 2, 5)
+        date2 = datetime.date(2020, 1, 28)
+
+        spanned = utils.num_months_spanned(date1, date2)
+
+        self.assertEqual(spanned, 1)
+
+    def test_num_months_spanned_two_days(self):
+        date1 = datetime.date(2020, 2, 1)
+        date2 = datetime.date(2020, 1, 31)
+
+        spanned = utils.num_months_spanned(date1, date2)
+
+        self.assertEqual(spanned, 1)
+
+    def test_num_months_spanned_two_years(self):
+        date1 = datetime.date(2022, 1, 18)
+        date2 = datetime.date(2020, 1, 18)
+
+        spanned = utils.num_months_spanned(date1, date2)
+
+        self.assertEqual(spanned, 24)
+
+    def test_num_months_spanned_same_month(self):
+        date1 = datetime.date(2020, 1, 31)
+        date2 = datetime.date(2020, 1, 1)
+
+        spanned = utils.num_months_spanned(date1, date2)
+
+        self.assertEqual(spanned, 0)
+
+
+class TestMonthsDifference(TestCase):
+    def test_num_months_difference_one_month(self):
+        date2 = datetime.date(2020, 1, 10)
+        date1 = datetime.date(2020, 2, 10)
+
+        difference = utils.num_months_difference(date1, date2)
+
+        self.assertEqual(difference, 1)
+
+    def test_num_months_difference_one_week(self):
+        date1 = datetime.date(2020, 2, 5)
+        date2 = datetime.date(2020, 1, 28)
+
+        difference = utils.num_months_difference(date1, date2)
+
+        self.assertEqual(difference, 0)
+
+    def test_num_months_difference_two_days(self):
+        date1 = datetime.date(2020, 2, 1)
+        date2 = datetime.date(2020, 1, 31)
+
+        difference = utils.num_months_difference(date1, date2)
+
+        self.assertEqual(difference, 0)
+
+    def test_num_months_difference_two_years(self):
+        date1 = datetime.date(2022, 1, 18)
+        date2 = datetime.date(2020, 1, 18)
+
+        difference = utils.num_months_difference(date1, date2)
+
+        self.assertEqual(difference, 24)
+
+    def test_num_months_difference_same_month(self):
+        date1 = datetime.date(2020, 1, 31)
+        date2 = datetime.date(2020, 1, 1)
+
+        difference = utils.num_months_difference(date1, date2)
+
+        self.assertEqual(difference, 0)
+
+
+class TestAddMonths(TestCase):
+    def test_add_months_one_month(self):
+        date = datetime.date(2020, 1, 18)
+        num_months = 1
+
+        new_date = utils.add_months(date, num_months)
+
+        self.assertEqual(new_date, datetime.date(2020, 2, 18))
+
+    def test_add_months_february(self):
+        date = datetime.date(2020, 1, 31)
+        num_months = 1
+
+        new_date = utils.add_months(date, num_months)
+
+        self.assertEqual(new_date, datetime.date(2020, 2, 29))
+
+    def test_add_months_february_leap(self):
+        date = datetime.date(2020, 2, 29)
+        num_months = 12
+
+        new_date = utils.add_months(date, num_months)
+
+        self.assertEqual(new_date, datetime.date(2021, 2, 28))
+
+    def test_add_months_hundred_years(self):
+        date = datetime.date(2020, 1, 31)
+        num_months = 1200
+
+        new_date = utils.add_months(date, num_months)
+
+        self.assertEqual(new_date, datetime.date(2120, 1, 31))
+
+
+class TestCalcStatus(TestCase):
+    def test_calc_member_status_14_days(self):
+        expire_date = datetime.date.today() + datetime.timedelta(days=14)
+
+        status = utils.calc_member_status(expire_date)
+
+        self.assertEqual(status, 'Current')
+
+    def test_calc_member_status_90_days(self):
+        expire_date = datetime.date.today() + datetime.timedelta(days=90)
+
+        status = utils.calc_member_status(expire_date)
+
+        self.assertEqual(status, 'Prepaid')
+
+    def test_calc_member_status_tomorrow(self):
+        expire_date = datetime.date.today() + datetime.timedelta(days=1)
+
+        status = utils.calc_member_status(expire_date)
+
+        self.assertEqual(status, 'Current')
+
+    def test_calc_member_status_today(self):
+        expire_date = datetime.date.today()
+
+        status = utils.calc_member_status(expire_date)
+
+        self.assertEqual(status, 'Current')
+
+    def test_calc_member_status_yesterday(self):
+        expire_date = datetime.date.today() - datetime.timedelta(days=1)
+
+        status = utils.calc_member_status(expire_date)
+
+        self.assertEqual(status, 'Due')
+
+    def test_calc_member_status_85_days_ago(self):
+        expire_date = datetime.date.today() - datetime.timedelta(days=85)
+
+        status = utils.calc_member_status(expire_date)
+
+        self.assertEqual(status, 'Overdue')
+
+    def test_calc_member_status_95_days_ago(self):
+        expire_date = datetime.date.today() - datetime.timedelta(days=95)
+
+        status = utils.calc_member_status(expire_date)
+
+        self.assertEqual(status, 'Former Member')
+
+
+class TestFakeMonths(TestCase):
+    def test_fake_missing_membership_months_one_month(self):
+        testing_member.current_start_date = datetime.date(2018, 6, 6)
+        testing_member.expire_date = datetime.date(2018, 7, 6)
+
+        tx = utils.fake_missing_membership_months(testing_member)
+
+        self.assertEqual(tx.number_of_membership_months, 1)
+
+    def test_fake_missing_membership_months_one_and_half_month(self):
+        testing_member.current_start_date = datetime.date(2018, 6, 1)
+        testing_member.expire_date = datetime.date(2018, 7, 15)
+
+        tx = utils.fake_missing_membership_months(testing_member)
+
+        self.assertEqual(tx.number_of_membership_months, 1)
+
+    def test_fake_missing_membership_months_one_year(self):
+        testing_member.current_start_date = datetime.date(2018, 6, 6)
+        testing_member.expire_date = datetime.date(2019, 6, 6)
+
+        tx = utils.fake_missing_membership_months(testing_member)
+
+        self.assertEqual(tx.number_of_membership_months, 12)
+
+    def test_fake_missing_membership_months_same_month(self):
+        testing_member.current_start_date = datetime.date(2018, 6, 6)
+        testing_member.expire_date = datetime.date(2018, 6, 16)
+
+        tx = utils.fake_missing_membership_months(testing_member)
+
+        self.assertEqual(tx.number_of_membership_months, 0)
+
+
+class TestTallyMembership(TestCase):
+    def get_member_clear_transactions(self):
+        member = testing_member
+        member.paused_date = None
+        member.expire_date = None
+        return member
+
+    def test_tally_membership_months_prepaid(self):
+        member = self.get_member_clear_transactions()
+        test_num_months = 8
+        start_date = datetime.date.today() - relativedelta.relativedelta(months=6, days=14)
+        end_date = start_date + relativedelta.relativedelta(months=test_num_months)
+
+        member.current_start_date = start_date
+        member.save()
+
+        for i in range(test_num_months):
+            models.Transaction.objects.create(
+                amount=0,
+                member_id=member.id,
+                number_of_membership_months=1,
+            )
+
+        result = utils.tally_membership_months(member)
+
+        self.assertEqual(member.expire_date, end_date)
+        self.assertEqual(member.status, 'Prepaid')
+
+    def test_tally_membership_months_current(self):
+        member = self.get_member_clear_transactions()
+        test_num_months = 7
+        start_date = datetime.date.today() - relativedelta.relativedelta(months=6, days=14)
+        end_date = start_date + relativedelta.relativedelta(months=test_num_months)
+
+        member.current_start_date = start_date
+        member.save()
+
+        for i in range(test_num_months):
+            models.Transaction.objects.create(
+                amount=0,
+                member_id=member.id,
+                number_of_membership_months=1,
+            )
+
+        result = utils.tally_membership_months(member)
+
+        self.assertEqual(member.expire_date, end_date)
+        self.assertEqual(member.status, 'Current')
+
+    def test_tally_membership_months_due(self):
+        member = self.get_member_clear_transactions()
+        test_num_months = 6
+        start_date = datetime.date.today() - relativedelta.relativedelta(months=6, days=14)
+        end_date = start_date + relativedelta.relativedelta(months=test_num_months)
+
+        member.current_start_date = start_date
+        member.save()
+
+        for i in range(test_num_months):
+            models.Transaction.objects.create(
+                amount=0,
+                member_id=member.id,
+                number_of_membership_months=1,
+            )
+
+        result = utils.tally_membership_months(member)
+
+        self.assertEqual(member.expire_date, end_date)
+        self.assertEqual(member.status, 'Due')
+
+    def test_tally_membership_months_overdue(self):
+        member = self.get_member_clear_transactions()
+        test_num_months = 5
+        start_date = datetime.date.today() - relativedelta.relativedelta(months=6, days=14)
+        end_date = start_date + relativedelta.relativedelta(months=test_num_months)
+
+        member.current_start_date = start_date
+        member.save()
+
+        for i in range(test_num_months):
+            models.Transaction.objects.create(
+                amount=0,
+                member_id=member.id,
+                number_of_membership_months=1,
+            )
+
+        result = utils.tally_membership_months(member)
+
+        self.assertEqual(member.expire_date, end_date)
+        self.assertEqual(member.status, 'Overdue')
+
+    def test_tally_membership_months_overdue(self):
+        member = self.get_member_clear_transactions()
+        test_num_months = 1
+        start_date = datetime.date.today() - relativedelta.relativedelta(months=6, days=14)
+        end_date = start_date + relativedelta.relativedelta(months=test_num_months)
+
+        member.current_start_date = start_date
+        member.save()
+
+        for i in range(test_num_months):
+            models.Transaction.objects.create(
+                amount=0,
+                member_id=member.id,
+                number_of_membership_months=1,
+            )
+
+        result = utils.tally_membership_months(member)
+
+        self.assertEqual(member.expire_date, end_date)
+        self.assertEqual(member.paused_date, end_date)
+        self.assertEqual(member.status, 'Former Member')
+
+    def test_tally_membership_months_dont_run(self):
+        member = self.get_member_clear_transactions()
+        start_date = datetime.date.today()
+
+        member.current_start_date = start_date
+        member.paused_date = start_date
+        member.save()
+
+        result = utils.tally_membership_months(member)
 
-# Create your tests here.
+        self.assertEqual(result, False)

apiserver/apiserver/api/utils.py

@@ -0,0 +1,96 @@
+import datetime
+from dateutil import relativedelta
+
+from django.db.models import Sum
+
+from . import models, old_models
+
+def num_months_spanned(d1, d2):
+    '''
+    Return number of months thresholds two dates span.
+    Order of arguments is same as subtraction
+    '''
+    return (d1.year - d2.year) * 12 + d1.month - d2.month
+
+def num_months_difference(d1, d2):
+    '''
+    Return number of whole months between two dates.
+    Order of arguments is same as subtraction
+    '''
+    r = relativedelta.relativedelta(d1, d2)
+    return r.months + 12 * r.years
+
+def calc_member_status(expire_date):
+    today = datetime.date.today()
+    difference = num_months_difference(expire_date, today)
+
+    if difference >= 1:
+        return 'Prepaid'
+    elif difference <= -3:
+        return 'Former Member'
+    elif difference <= -1:
+        return 'Overdue'
+    elif today <= expire_date:
+        return 'Current'
+    elif today > expire_date:
+        return 'Due'
+    else:
+        raise()
+
+def add_months(date, num_months):
+    return date + relativedelta.relativedelta(months=num_months)
+
+def fake_missing_membership_months(member):
+    '''
+    Return a transaction adding fake months on importing the member so the
+    length of their membership resolves to their imported expiry date
+    '''
+    start_date = member.current_start_date
+    expire_date = member.expire_date
+
+    missing_months = num_months_spanned(expire_date, start_date)
+
+    user = member.user if member.user else None
+    memo = '{} mth membership dues accounting old portal import, {} to {}'.format(
+        str(missing_months), start_date, expire_date
+    )
+
+    tx = models.Transaction.objects.create(
+        amount=0,
+        user=user,
+        memo=memo,
+        member_id=member.id,
+        reference_number='',
+        info_source='System',
+        payment_method='N/A',
+        category='Membership',
+        account_type='Clearing',
+        number_of_membership_months=missing_months,
+    )
+
+    return tx
+
+def tally_membership_months(member):
+    '''
+    Sum together member's dues and calculate their new expire date and status
+    Doesn't work if member is paused.
+    '''
+    if member.paused_date: return False
+
+    start_date = member.current_start_date
+
+    txs = models.Transaction.objects.filter(member_id=member.id)
+    total_months_agg = txs.aggregate(Sum('number_of_membership_months'))
+    total_months = total_months_agg['number_of_membership_months__sum']
+
+    expire_date = add_months(start_date, total_months)
+    status = calc_member_status(expire_date)
+
+    member.expire_date = expire_date
+    member.status = status
+
+    if status == 'Former Member':
+        member.paused_date = expire_date
+
+    member.save()
+    return True

webclient/src/LoginSignup.js

@@ -29,7 +29,7 @@ export function LoginForm(props) {
 
 	return (
 		<Form onSubmit={handleSubmit}>
-			<Header size='medium'>Login to Spaceport</Header>
+			<Header size='medium'>Log In to Spaceport</Header>
 			<Form.Input
 				label='Username'
 				name='username'
@@ -45,7 +45,7 @@ export function LoginForm(props) {
 				error={error.password}
 			/>
 			<Form.Button loading={loading} error={error.non_field_errors}>
-				Login
+				Log In
 			</Form.Button>
 		</Form>
 	);

webclient/src/Transactions.js

@@ -32,7 +32,7 @@ export function TransactionEditor(props) {
 	];
 
 	const sourceOptions = [
-		{ key: '0', text: 'Web', value: 'Web' },
+		{ key: '0', text: 'Web (Spaceport)', value: 'Web' },
 		{ key: '1', text: 'Database Edit', value: 'DB Edit' },
 		{ key: '2', text: 'System', value: 'System' },
 		{ key: '3', text: 'Receipt or Statement', value: 'Receipt or Stmt' },