Monday, August 14, 2017

How to save an invoice document with new record creation in the database

Hello, I have an app for creating invoices, but I'd like to be able to save a .docx of the invoice when the user creates the invoice (I'm using docx library). I'm very new to django so any direction you can give I appreciate. I'd like to know the proper way to go about doing this.

Right now I have it so that the 'invoice_number' is generated in the model in the save method and the 'created_by' user is assigned to the self.request.user in the view. Please let me know if there is a better way to do this also. Thanks for your help!

Here is my model ...


class Invoice(models.Model):
    created_at = models.DateTimeField(auto_now_add=True)
    their_company = models.ForeignKey(Contact, on_delete=models.CASCADE,blank=True, null=True,)
    invoice_number = models.CharField(max_length=50, default='')
    bill_to = models.CharField(max_length=255, default='')
    in_trash = models.BooleanField(default=False)
    created_by = models.ForeignKey(settings.AUTH_USER_MODEL)
    
    def save(self, *args, **kwargs):
        
        if not self.id:
            today = datetime.date.today()
            date_str = datetime.datetime.strftime(today, '%y%m%d')
            doc_str = 'IN'
            last_invoice = Invoice.objects.filter(invoice_number__startswith=doc_str).order_by('invoice_number').last()
            if last_invoice:
                last_invoice_num = last_invoice.invoice_number[-2:]
                new_invoice_num = int(last_invoice_num) + 1
                new_invoice_num = "%02d" % new_invoice_num
            else:
                new_invoice_num = '01'
            self.invoice_number = doc_str + date_str + new_invoice_num
            
            
        super(Invoice, self).save(*args, **kwargs)
        
        
    class Meta:
        ordering = ['invoice_number', ]
        
    def __str__(self):
        return self.invoice_number
        
    def get_absolute_url(self):
        return reverse("accounting:invoices:detail", kwargs={"pk": self.pk})




and here is my InvoiceCreateView ...


class InvoiceCreateView(LoginRequiredMixin, CreateView):
    fields = ("their_company", "bill_to")
    model = Invoice
    form = forms.CreateInvoiceForm()
    
    def form_valid(self, form):
        object = form.save(commit=False)
        object.created_by = self.request.user
        object.save()
        
        
        document = Document()
        #use invoice data to create invoice
        
        #save the doc
        document.save('invoice.docx')
        
        return super(InvoiceCreateView, self).form_valid(form)



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