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[WIP][12.0][MIG] contract_sale_generation
This commit is contained in:
Murtuza Saleh
committed by
Denis Roussel
Denis Roussel
parent
f45535328e
commit
1fe5b39fc3
@@ -1,58 +1,87 @@
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
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======================================
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Contracts Management - Recurring Sales
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======================================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
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:target: https://github.com/OCA/contract/tree/12.0/contract_sale_generation
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:alt: OCA/contract
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||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-contract_sale_generation
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/110/12.0
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:alt: Try me on Runbot
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=============================
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Contracts for recurrent sales
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=============================
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module extends functionality of contracts to be able to generate sales
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orders instead of invoices.
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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To use this module, you need to:
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#. Go to Accounting -> Contracts and select or create a new contract.
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#. Check *Generate recurring invoices automatically*.
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#. Go to Sales -> Contracts and select or create a new contract.
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#. Fill fields for selecting the recurrency and invoice parameters:
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* Type defines document that contract will generate, can be "Sales" or "Invoices"
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* Sale Autoconfirm, validate Sales Orders if type is "Sales"
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
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:alt: Try me on Runbot
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||||
:target: https://runbot.odoo-community.org/runbot/110/10.0
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues
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<https://github.com/OCA/contract/issues>`_. In case of trouble, please
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check there if your issue has already been reported. If you spotted it first,
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help us smashing it by providing a detailed and welcomed feedback.
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/contract/issues/new?body=module:%20contract_sale_generation%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* PESOL
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Contributors
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------------
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~~~~~~~~~~~~
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* Angel Moya <angel.moya@pesol.es>
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* Florent THOMAS <florent.thomas@mind-and-go.com>
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* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
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Maintainer
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----------
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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This module is maintained by the OCA.
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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To contribute to this module, please visit https://odoo-community.org.
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This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/12.0/contract_sale_generation>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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@@ -1,2 +1,2 @@
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# -*- coding: utf-8 -*-
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from . import models
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@@ -1,4 +1,3 @@
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# -*- coding: utf-8 -*-
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# Copyright 2017 Pesol (<http://pesol.es>)
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# Copyright 2017 Angel Moya <angel.moya@pesol.es>
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# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl.html)
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@@ -6,7 +5,7 @@
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{
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'name': 'Contracts Management - Recurring Sales',
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'version': '10.0.3.0.0',
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'version': '12.0.1.0.0',
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'category': 'Contract Management',
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'license': 'AGPL-3',
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'author': "PESOL, "
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@@ -14,10 +13,9 @@
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'website': 'https://github.com/oca/contract',
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'depends': ['contract', 'sale'],
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'data': [
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'views/account_analytic_account_view.xml',
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'views/account_analytic_contract_view.xml',
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'views/sale_view.xml',
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'data/contract_cron.xml',
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'views/contract.xml',
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'views/contract_template.xml',
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],
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'installable': True,
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}
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@@ -1,14 +1,15 @@
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<?xml version="1.0" encoding='UTF-8'?>
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<odoo>
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<record model="ir.cron" id="account_analytic_cron_for_sale">
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<record id="contract_cron_for_sale" model="ir.cron">
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<field name="name">Generate Recurring sales from Contracts</field>
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<field name="model_id" ref="model_contract_contract"/>
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<field name="state">code</field>
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<field name="code">model.cron_recurring_create_sale()</field>
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<field name="user_id" ref="base.user_root" />
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="numbercall">-1</field>
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<field name="model" eval="'account.analytic.account'"/>
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<field name="function" eval="'cron_recurring_create_sale'"/>
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<field name="args" eval="'()'"/>
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<field eval="False" name="doall" />
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</record>
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</odoo>
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@@ -1,5 +1,6 @@
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# -*- coding: utf-8 -*-
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from . import account_analytic_contract
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from . import account_analytic_account
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from . import abstract_contract
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from . import contract
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from . import sale_order_line
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from . import contract_line
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@@ -1,4 +1,3 @@
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# -*- coding: utf-8 -*-
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# Copyright 2017 Pesol (<http://pesol.es>)
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# Copyright 2017 Angel Moya <angel.moya@pesol.es>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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@@ -6,15 +5,15 @@
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from odoo import fields, models
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class AccountAnalyticContract(models.Model):
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_inherit = 'account.analytic.contract'
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class ContractAbstractContract(models.AbstractModel):
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_inherit = 'contract.abstract.contract'
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type = fields.Selection(
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[('invoice', 'Invoice'),
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('sale', 'Sale')],
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string='Type',
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selection=[('invoice', 'Invoice'),
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('sale', 'Sale')],
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default='invoice',
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required=True,
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)
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sale_autoconfirm = fields.Boolean(
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string='Sale autoconfirm')
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string='Sale Autoconfirm')
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@@ -1,121 +0,0 @@
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# -*- coding: utf-8 -*-
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# © 2004-2010 OpenERP SA
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# © 2014 Angel Moya <angel.moya@domatix.com>
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# © 2015 Pedro M. Baeza <pedro.baeza@tecnativa.com>
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# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
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# Copyright 2016-2017 LasLabs Inc.
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# Copyright 2017 Pesol (<http://pesol.es>)
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# Copyright 2017 Angel Moya <angel.moya@pesol.es>
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# Copyright 2018 Therp BV <https://therp.nl>.
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from odoo import api, models, fields
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from odoo.exceptions import ValidationError
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from odoo.tools.translate import _
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class AccountAnalyticAccount(models.Model):
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_inherit = 'account.analytic.account'
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@api.model
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def _prepare_sale_line(self, line, order_id):
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sale_line = self.env['sale.order.line'].new({
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'order_id': order_id,
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'product_id': line.product_id.id,
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'product_qty': line.quantity,
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'product_uom_qty': line.quantity,
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'product_uom': line.uom_id.id,
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})
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# Get other sale line values from product onchange
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sale_line.product_id_change()
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sale_line_vals = sale_line._convert_to_write(sale_line._cache)
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# Insert markers
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name = self._insert_markers(line.name)
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sale_line_vals.update({
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'name': name,
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'discount': line.discount,
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'price_unit': line.price_unit,
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})
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return sale_line_vals
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@api.multi
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def _prepare_sale(self):
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self.ensure_one()
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if not self.partner_id:
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raise ValidationError(
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_("You must first select a Customer for Contract %s!") %
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self.name)
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sale = self.env['sale.order'].new({
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'partner_id': self.partner_id,
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'date_order': self.recurring_next_date,
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'origin': self.name,
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'company_id': self.company_id.id,
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'user_id': self.partner_id.user_id.id,
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'project_id': self.id
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})
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# Get other invoice values from partner onchange
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sale.onchange_partner_id()
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return sale._convert_to_write(sale._cache)
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@api.multi
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def _create_invoice(self):
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"""
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Create invoices
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@param self: single record of account.invoice
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@return: MUST return an invoice recordset
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"""
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self.ensure_one()
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if self.type == 'invoice':
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return super(AccountAnalyticAccount, self)._create_invoice()
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else:
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return self.env['account.invoice']
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@api.multi
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def _create_sale(self):
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"""
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Create Sale orders
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@param self: single record of sale.order
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@return: MUST return a sale.order recordset
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"""
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self.ensure_one()
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if self.type == 'sale':
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sale_vals = self._prepare_sale()
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sale = self.env['sale.order'].create(sale_vals)
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for line in self.recurring_invoice_line_ids:
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sale_line_vals = self._prepare_sale_line(line, sale.id)
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self.env['sale.order.line'].create(sale_line_vals)
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if self.sale_autoconfirm:
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sale.action_confirm()
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return sale
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else:
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return self.env['sale.order']
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@api.multi
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def recurring_create_sale(self):
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"""
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Create sales from contracts
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:return: sales created
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"""
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sales = self.env['sale.order']
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for contract in self:
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if not contract.check_dates_valid():
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continue
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# Re-read contract with correct company
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ctx = contract.get_invoice_context()
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sales |= contract.with_context(ctx)._create_sale()
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contract.write({
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'recurring_next_date': fields.Date.to_string(ctx['next_date'])
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})
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return sales
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@api.model
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def cron_recurring_create_sale(self):
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today = fields.Date.today()
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contracts = self.search([
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('recurring_invoices', '=', True),
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('recurring_next_date', '<=', today),
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'|',
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('date_end', '=', False),
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('date_end', '>=', today),
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])
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return contracts.recurring_create_sale()
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163
contract_sale_generation/models/contract.py
Normal file
163
contract_sale_generation/models/contract.py
Normal file
@@ -0,0 +1,163 @@
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# © 2004-2010 OpenERP SA
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# © 2014 Angel Moya <angel.moya@domatix.com>
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# © 2015 Pedro M. Baeza <pedro.baeza@tecnativa.com>
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# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
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# Copyright 2016-2017 LasLabs Inc.
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# Copyright 2017 Pesol (<http://pesol.es>)
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# Copyright 2017 Angel Moya <angel.moya@pesol.es>
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# Copyright 2018 Therp BV <https://therp.nl>.
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from odoo import api, fields, models, _
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class ContractContract(models.Model):
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_inherit = 'contract.contract'
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sale_count = fields.Integer(compute="_compute_sale_count")
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@api.multi
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def _prepare_sale(self, date_ref):
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self.ensure_one()
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sale = self.env['sale.order'].new({
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'partner_id': self.partner_id,
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'date_order': fields.Date.to_string(date_ref),
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'origin': self.name,
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'company_id': self.company_id.id,
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'user_id': self.partner_id.user_id.id,
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})
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if self.payment_term_id:
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sale.payment_term_id = self.payment_term_id.id
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if self.fiscal_position_id:
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sale.fiscal_position_id = self.fiscal_position_id.id
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# Get other sale values from partner onchange
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sale.onchange_partner_id()
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return sale._convert_to_write(sale._cache)
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@api.multi
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def _get_related_sales(self):
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self.ensure_one()
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sales = (self.env['sale.order.line']
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.search([('contract_line_id', 'in',
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self.contract_line_ids.ids)
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]).mapped('order_id'))
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return sales
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@api.multi
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def _compute_sale_count(self):
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for rec in self:
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rec.sale_count = len(rec._get_related_sales())
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@api.multi
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def action_show_sales(self):
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self.ensure_one()
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tree_view = self.env.ref('sale.view_order_tree',
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raise_if_not_found=False)
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form_view = self.env.ref('sale.view_order_form',
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raise_if_not_found=False)
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action = {
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'type': 'ir.actions.act_window',
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'name': 'Sales Orders',
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'res_model': 'sale.order',
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'view_type': 'form',
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'view_mode': 'tree,kanban,form,calendar,pivot,graph,activity',
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'domain': [('id', 'in', self._get_related_sales().ids)],
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}
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if tree_view and form_view:
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action['views'] = [(tree_view.id, 'tree'), (form_view.id, 'form')]
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return action
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@api.multi
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def recurring_create_sale(self):
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"""
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This method triggers the creation of the next sale order of the
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contracts even if their next sale order date is in the future.
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"""
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sales = self._recurring_create_sale()
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for sale_rec in sales:
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self.message_post(
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body=_(
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'Contract manually sale order: '
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'<a href="#" data-oe-model="%s" data-oe-id="%s">'
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'Sale Order'
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'</a>'
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)
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% (sale_rec._name, sale_rec.id)
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)
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return sales
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@api.multi
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def _prepare_recurring_sales_values(self, date_ref=False):
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"""
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This method builds the list of sales values to create, based on
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the lines to sale of the contracts in self.
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!!! The date of next invoice (recurring_next_date) is updated here !!!
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:return: list of dictionaries (invoices values)
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"""
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sales_values = []
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for contract in self:
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if not date_ref:
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date_ref = contract.recurring_next_date
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if not date_ref:
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# this use case is possible when recurring_create_invoice is
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# called for a finished contract
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continue
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contract_lines = contract._get_lines_to_invoice(date_ref)
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if not contract_lines:
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continue
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sale_values = contract._prepare_sale(date_ref)
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for line in contract_lines:
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sale_values.setdefault('order_line', [])
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invoice_line_values = line._prepare_sale_line(
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sale_values=sale_values,
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)
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if invoice_line_values:
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sale_values['order_line'].append(
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(0, 0, invoice_line_values)
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)
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sales_values.append(sale_values)
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contract_lines._update_recurring_next_date()
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return sales_values
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@api.multi
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def _recurring_create_sale(self, date_ref=False):
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sales_values = self._prepare_recurring_sales_values(date_ref)
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||||
so_rec = self.env["sale.order"].create(sales_values)
|
||||
for rec in self.filtered(lambda c: c.sale_autoconfirm):
|
||||
so_rec.action_confirm()
|
||||
return so_rec
|
||||
|
||||
@api.model
|
||||
def cron_recurring_create_sale(self, date_ref=None):
|
||||
if not date_ref:
|
||||
date_ref = fields.Date.context_today(self)
|
||||
domain = self._get_contracts_to_invoice_domain(date_ref)
|
||||
domain.extend([('type', '=', 'sale')])
|
||||
sales = self.env["sale.order"]
|
||||
# Sales by companies, so assignation emails get correct context
|
||||
companies_to_sale = self.read_group(
|
||||
domain, ["company_id"], ["company_id"])
|
||||
for row in companies_to_sale:
|
||||
contracts_to_sale = self.search(row["__domain"]).with_context(
|
||||
allowed_company_ids=[row["company_id"][0]]
|
||||
)
|
||||
sales |= contracts_to_sale._recurring_create_sale(date_ref)
|
||||
return sales
|
||||
|
||||
@api.model
|
||||
def cron_recurring_create_invoice(self, date_ref=None):
|
||||
if not date_ref:
|
||||
date_ref = fields.Date.context_today(self)
|
||||
domain = self._get_contracts_to_invoice_domain(date_ref)
|
||||
domain.extend([('type', '=', 'invoice')])
|
||||
invoices = self.env["account.invoice"]
|
||||
# Invoice by companies, so assignation emails get correct context
|
||||
companies_to_invoice = self.read_group(
|
||||
domain, ["company_id"], ["company_id"])
|
||||
for row in companies_to_invoice:
|
||||
contracts_to_invoice = self.search(row["__domain"]).with_context(
|
||||
allowed_company_ids=[row["company_id"][0]]
|
||||
)
|
||||
invoices |= contracts_to_invoice._recurring_create_invoice(
|
||||
date_ref)
|
||||
return invoices
|
||||
46
contract_sale_generation/models/contract_line.py
Normal file
46
contract_sale_generation/models/contract_line.py
Normal file
@@ -0,0 +1,46 @@
|
||||
# Copyright (C) 2020 Open Source Integrators
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
|
||||
from odoo import api, models
|
||||
|
||||
|
||||
class ContractLine(models.Model):
|
||||
_inherit = 'contract.line'
|
||||
|
||||
@api.multi
|
||||
def _prepare_sale_line(self, order_id=False, sale_values=False):
|
||||
self.ensure_one()
|
||||
dates = self._get_period_to_invoice(
|
||||
self.last_date_invoiced, self.recurring_next_date
|
||||
)
|
||||
sale_line_vals = {
|
||||
'product_id': self.product_id.id,
|
||||
'quantity': self._get_quantity_to_invoice(*dates),
|
||||
'uom_id': self.uom_id.id,
|
||||
'discount': self.discount,
|
||||
'contract_line_id': self.id,
|
||||
}
|
||||
if order_id:
|
||||
sale_line_vals['order_id'] = order_id.id
|
||||
order_line = self.env['sale.order.line'].with_context(
|
||||
force_company=self.contract_id.company_id.id,
|
||||
).new(sale_line_vals)
|
||||
if sale_values and not order_id:
|
||||
sale = self.env['sale.order'].with_context(
|
||||
force_company=self.contract_id.company_id.id,
|
||||
).new(sale_values)
|
||||
order_line.order_id = sale
|
||||
# Get other order line values from product onchange
|
||||
order_line.product_id_change()
|
||||
sale_line_vals = order_line._convert_to_write(order_line._cache)
|
||||
# Insert markers
|
||||
name = self._insert_markers(dates[0], dates[1])
|
||||
sale_line_vals.update(
|
||||
{
|
||||
'sequence': self.sequence,
|
||||
'name': name,
|
||||
'analytic_tag_ids': [(6, 0, self.analytic_tag_ids.ids)],
|
||||
'price_unit': self.price_unit,
|
||||
}
|
||||
)
|
||||
return sale_line_vals
|
||||
12
contract_sale_generation/models/sale_order_line.py
Normal file
12
contract_sale_generation/models/sale_order_line.py
Normal file
@@ -0,0 +1,12 @@
|
||||
# Copyright (C) 2020 Open Source Integrators
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
|
||||
from odoo import fields, models
|
||||
|
||||
|
||||
class SaleOrderLine(models.Model):
|
||||
_inherit = 'sale.order.line'
|
||||
|
||||
contract_line_id = fields.Many2one(
|
||||
'contract.line', string='Contract Line', index=True
|
||||
)
|
||||
3
contract_sale_generation/readme/CONTRIBUTORS.rst
Normal file
3
contract_sale_generation/readme/CONTRIBUTORS.rst
Normal file
@@ -0,0 +1,3 @@
|
||||
* Angel Moya <angel.moya@pesol.es>
|
||||
* Florent THOMAS <florent.thomas@mind-and-go.com>
|
||||
* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
|
||||
2
contract_sale_generation/readme/DESCRIPTION.rst
Normal file
2
contract_sale_generation/readme/DESCRIPTION.rst
Normal file
@@ -0,0 +1,2 @@
|
||||
This module extends functionality of contracts to be able to generate sales
|
||||
orders instead of invoices.
|
||||
7
contract_sale_generation/readme/USAGE.rst
Normal file
7
contract_sale_generation/readme/USAGE.rst
Normal file
@@ -0,0 +1,7 @@
|
||||
To use this module, you need to:
|
||||
|
||||
#. Go to Sales -> Contracts and select or create a new contract.
|
||||
#. Fill fields for selecting the recurrency and invoice parameters:
|
||||
|
||||
* Type defines document that contract will generate, can be "Sales" or "Invoices"
|
||||
* Sale Autoconfirm, validate Sales Orders if type is "Sales"
|
||||
435
contract_sale_generation/static/description/index.html
Normal file
435
contract_sale_generation/static/description/index.html
Normal file
@@ -0,0 +1,435 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
|
||||
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
|
||||
<title>Contracts Management - Recurring Sales</title>
|
||||
<style type="text/css">
|
||||
|
||||
/*
|
||||
:Author: David Goodger (goodger@python.org)
|
||||
:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $
|
||||
:Copyright: This stylesheet has been placed in the public domain.
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||||
|
||||
Default cascading style sheet for the HTML output of Docutils.
|
||||
|
||||
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
|
||||
customize this style sheet.
|
||||
*/
|
||||
|
||||
/* used to remove borders from tables and images */
|
||||
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|
||||
border: 0 }
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|
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||||
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margin-top: 0 ! important }
|
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|
||||
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|
||||
margin-bottom: 0 ! important }
|
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|
||||
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|
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|
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|
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|
||||
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|
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|
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|
||||
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|
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|
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|
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|
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|
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|
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|
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|
||||
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|
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|
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|
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|
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|
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|
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|
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||||
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|
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|
||||
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||||
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|
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|
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|
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|
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h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,
|
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|
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|
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h1.title {
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|
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|
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|
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hr.docutils {
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width: 75% }
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|
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|
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|
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|
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|
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|
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|
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|
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|
||||
|
||||
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|
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|
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|
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|
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p.sidebar-title {
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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ul.auto-toc {
|
||||
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|
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|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="contracts-management-recurring-sales">
|
||||
<h1 class="title">Contracts Management - Recurring Sales</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/contract/tree/12.0/contract_sale_generation"><img alt="OCA/contract" src="https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-contract_sale_generation"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/110/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module extends functionality of contracts to be able to generate sales
|
||||
orders instead of invoices.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#id1">Usage</a></h1>
|
||||
<p>To use this module, you need to:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to Sales -> Contracts and select or create a new contract.</li>
|
||||
<li>Fill fields for selecting the recurrency and invoice parameters:<ul>
|
||||
<li>Type defines document that contract will generate, can be “Sales” or “Invoices”</li>
|
||||
<li>Sale Autoconfirm, validate Sales Orders if type is “Sales”</li>
|
||||
</ul>
|
||||
</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/issues">GitHub Issues</a>.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us smashing it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/contract/issues/new?body=module:%20contract_sale_generation%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h1><a class="toc-backref" href="#id3">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#id4">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>PESOL</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#id5">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Angel Moya <<a class="reference external" href="mailto:angel.moya@pesol.es">angel.moya@pesol.es</a>></li>
|
||||
<li>Florent THOMAS <<a class="reference external" href="mailto:florent.thomas@mind-and-go.com">florent.thomas@mind-and-go.com</a>></li>
|
||||
<li>Serpent Consulting Services Pvt. Ltd. <<a class="reference external" href="mailto:support@serpentcs.com">support@serpentcs.com</a>></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#id6">Maintainers</a></h2>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||||
mission is to support the collaborative development of Odoo features and
|
||||
promote its widespread use.</p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/contract/tree/12.0/contract_sale_generation">OCA/contract</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
@@ -1,4 +1,3 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
|
||||
from . import test_contract_sale
|
||||
|
||||
@@ -1,108 +1,209 @@
|
||||
# -*- coding: utf-8 -*-
|
||||
# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
|
||||
# Copyright 2017 Pesol (<http://pesol.es>)
|
||||
# Copyright 2017 Angel Moya <angel.moya@pesol.es>
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
|
||||
from odoo.exceptions import ValidationError
|
||||
from odoo import fields
|
||||
from odoo.tests.common import TransactionCase
|
||||
|
||||
|
||||
def to_date(date):
|
||||
return fields.Date.to_date(date)
|
||||
|
||||
|
||||
class TestContractSale(TransactionCase):
|
||||
# Use case : Prepare some data for current test case
|
||||
|
||||
def setUp(self):
|
||||
super(TestContractSale, self).setUp()
|
||||
self.partner = self.env.ref('base.res_partner_2')
|
||||
self.product = self.env.ref('product.product_product_2')
|
||||
self.product.taxes_id += self.env['account.tax'].search(
|
||||
[('type_tax_use', '=', 'sale')], limit=1)
|
||||
self.product.description_sale = 'Test description sale'
|
||||
self.template_vals = {
|
||||
'recurring_rule_type': 'yearly',
|
||||
'recurring_interval': 1,
|
||||
'name': 'Test Contract Template',
|
||||
'type': 'sale',
|
||||
'sale_autoconfirm': False
|
||||
}
|
||||
self.template = self.env['account.analytic.contract'].create(
|
||||
self.template_vals,
|
||||
)
|
||||
self.contract = self.env['account.analytic.account'].create({
|
||||
'name': 'Test Contract',
|
||||
'partner_id': self.partner.id,
|
||||
'pricelist_id': self.partner.property_product_pricelist.id,
|
||||
'recurring_invoices': True,
|
||||
'date_start': '2016-02-15',
|
||||
'recurring_next_date': '2016-02-29',
|
||||
self.pricelist = self.env['product.pricelist'].create({
|
||||
'name': 'pricelist for contract test',
|
||||
})
|
||||
self.contract.contract_template_id = self.template
|
||||
self.contract._onchange_contract_template_id()
|
||||
self.contract_line = self.env['account.analytic.invoice.line'].create({
|
||||
'analytic_account_id': self.contract.id,
|
||||
'product_id': self.product.id,
|
||||
'name': 'Services from #START# to #END#',
|
||||
self.partner = self.env['res.partner'].create({
|
||||
'name': 'partner test contract',
|
||||
'property_product_pricelist': self.pricelist.id,
|
||||
})
|
||||
self.product_1 = self.env.ref('product.product_product_1')
|
||||
self.product_1.taxes_id += self.env['account.tax'].search(
|
||||
[('type_tax_use', '=', 'sale')], limit=1
|
||||
)
|
||||
self.product_1.description_sale = 'Test description sale'
|
||||
self.line_template_vals = {
|
||||
'product_id': self.product_1.id,
|
||||
'name': 'Test Contract Template',
|
||||
'quantity': 1,
|
||||
'uom_id': self.product.uom_id.id,
|
||||
'uom_id': self.product_1.uom_id.id,
|
||||
'price_unit': 100,
|
||||
'discount': 50,
|
||||
})
|
||||
'recurring_rule_type': 'yearly',
|
||||
'recurring_interval': 1,
|
||||
}
|
||||
self.template_vals = {
|
||||
'name': 'Test Contract Template',
|
||||
'contract_line_ids': [
|
||||
(0, 0, self.line_template_vals),
|
||||
],
|
||||
}
|
||||
self.template = self.env['contract.template'].create(
|
||||
self.template_vals
|
||||
)
|
||||
# For being sure of the applied price
|
||||
self.env['product.pricelist.item'].create(
|
||||
{
|
||||
'pricelist_id': self.partner.property_product_pricelist.id,
|
||||
'product_id': self.product_1.id,
|
||||
'compute_price': 'formula',
|
||||
'base': 'list_price',
|
||||
}
|
||||
)
|
||||
self.contract = self.env['contract.contract'].create(
|
||||
{
|
||||
'name': 'Test Contract',
|
||||
'partner_id': self.partner.id,
|
||||
'pricelist_id': self.partner.property_product_pricelist.id,
|
||||
'type': 'sale',
|
||||
'sale_autoconfirm': False
|
||||
}
|
||||
)
|
||||
self.line_vals = {
|
||||
'contract_id': self.contract.id,
|
||||
'product_id': self.product_1.id,
|
||||
'name': 'Services from #START# to #END#',
|
||||
'quantity': 1,
|
||||
'uom_id': self.product_1.uom_id.id,
|
||||
'price_unit': 100,
|
||||
'discount': 50,
|
||||
'recurring_rule_type': 'monthly',
|
||||
'recurring_interval': 1,
|
||||
'date_start': '2020-01-01',
|
||||
'recurring_next_date': '2020-01-15',
|
||||
}
|
||||
self.contract.contract_template_id = self.template
|
||||
self.contract._onchange_contract_template_id()
|
||||
self.contract_line = self.env['contract.line'].create(
|
||||
self.line_vals
|
||||
)
|
||||
self.contract2 = self.env['contract.contract'].create(
|
||||
{
|
||||
'name': 'Test Contract 2',
|
||||
'type': 'sale',
|
||||
'partner_id': self.partner.id,
|
||||
'pricelist_id': self.partner.property_product_pricelist.id,
|
||||
'contract_type': 'purchase',
|
||||
'contract_line_ids': [
|
||||
(
|
||||
0,
|
||||
0,
|
||||
{
|
||||
'product_id': self.product_1.id,
|
||||
'name': 'Services from #START# to #END#',
|
||||
'quantity': 1,
|
||||
'uom_id': self.product_1.uom_id.id,
|
||||
'price_unit': 100,
|
||||
'discount': 50,
|
||||
'recurring_rule_type': 'monthly',
|
||||
'recurring_interval': 1,
|
||||
'date_start': '2018-02-15',
|
||||
'recurring_next_date': '2018-02-22',
|
||||
},
|
||||
)
|
||||
],
|
||||
}
|
||||
)
|
||||
|
||||
def test_check_discount(self):
|
||||
with self.assertRaises(ValidationError):
|
||||
self.contract_line.write({'discount': 120})
|
||||
|
||||
def test_contract(self):
|
||||
recurring_next_date = to_date('2020-02-15')
|
||||
self.assertAlmostEqual(self.contract_line.price_subtotal, 50.0)
|
||||
res = self.contract_line._onchange_product_id()
|
||||
self.assertIn('uom_id', res['domain'])
|
||||
self.contract_line.price_unit = 100.0
|
||||
self.contract.partner_id = self.partner.id
|
||||
self.contract.recurring_create_sale()
|
||||
self.sale_monthly = self.env['sale.order'].search(
|
||||
[('project_id', '=', self.contract.id),
|
||||
('state', '=', 'draft')])
|
||||
self.sale_monthly = self.contract._get_related_sales()
|
||||
self.assertTrue(self.sale_monthly)
|
||||
self.assertEqual(self.contract.recurring_next_date, '2017-02-28')
|
||||
self.sale_line = self.sale_monthly.order_line[0]
|
||||
self.assertAlmostEqual(self.sale_line.price_subtotal, 50.0)
|
||||
self.assertEqual(self.contract.partner_id.user_id,
|
||||
self.sale_monthly.user_id)
|
||||
self.assertEqual(
|
||||
self.contract_line.recurring_next_date, recurring_next_date
|
||||
)
|
||||
self.order_line = self.sale_monthly.order_line[0]
|
||||
self.assertTrue(self.order_line.tax_id)
|
||||
self.assertAlmostEqual(self.order_line.price_subtotal, 50.0)
|
||||
self.assertEqual(self.contract.user_id, self.sale_monthly.user_id)
|
||||
|
||||
def test_contract_autoconfirm(self):
|
||||
recurring_next_date = to_date('2020-02-15')
|
||||
self.contract.sale_autoconfirm = True
|
||||
self.assertAlmostEqual(self.contract_line.price_subtotal, 50.0)
|
||||
res = self.contract_line._onchange_product_id()
|
||||
self.assertIn('uom_id', res['domain'])
|
||||
self.contract_line.price_unit = 100.0
|
||||
self.contract.partner_id = self.partner.id
|
||||
self.contract.recurring_create_sale()
|
||||
self.sale_monthly = self.env['sale.order'].search(
|
||||
[('project_id', '=', self.contract.id),
|
||||
('state', '=', 'sale')])
|
||||
self.sale_monthly = self.contract._get_related_sales()
|
||||
self.assertTrue(self.sale_monthly)
|
||||
self.assertEqual(self.contract.recurring_next_date, '2017-02-28')
|
||||
|
||||
self.sale_line = self.sale_monthly.order_line[0]
|
||||
self.assertAlmostEqual(self.sale_line.price_subtotal, 50.0)
|
||||
self.assertEqual(self.contract.partner_id.user_id,
|
||||
self.sale_monthly.user_id)
|
||||
self.assertEqual(
|
||||
self.contract_line.recurring_next_date, recurring_next_date
|
||||
)
|
||||
self.order_line = self.sale_monthly.order_line[0]
|
||||
self.assertTrue(self.order_line.tax_id)
|
||||
self.assertAlmostEqual(self.order_line.price_subtotal, 50.0)
|
||||
self.assertEqual(self.contract.user_id, self.sale_monthly.user_id)
|
||||
|
||||
def test_onchange_contract_template_id(self):
|
||||
""" It should change the contract values to match the template. """
|
||||
"""It should change the contract values to match the template."""
|
||||
self.contract.contract_template_id = False
|
||||
self.contract._onchange_contract_template_id()
|
||||
self.contract.contract_template_id = self.template
|
||||
self.contract._onchange_contract_template_id()
|
||||
res = {
|
||||
'recurring_rule_type': self.contract.recurring_rule_type,
|
||||
'recurring_interval': self.contract.recurring_interval,
|
||||
'type': 'sale',
|
||||
'sale_autoconfirm': False
|
||||
'contract_line_ids':
|
||||
[(0, 0, {
|
||||
'product_id': self.product_1.id,
|
||||
'name': 'Test Contract Template',
|
||||
'quantity': 1,
|
||||
'uom_id': self.product_1.uom_id.id,
|
||||
'price_unit': 100,
|
||||
'discount': 50,
|
||||
'recurring_rule_type': 'yearly',
|
||||
'recurring_interval': 1,
|
||||
})]
|
||||
}
|
||||
del self.template_vals['name']
|
||||
self.assertDictEqual(res, self.template_vals)
|
||||
|
||||
def test_check_cron_ended_contract(self):
|
||||
self.contract.recurring_next_date = '2016-02-29'
|
||||
self.contract.recurring_rule_type = 'yearly'
|
||||
self.contract.date_end = '2016-02-28'
|
||||
sale_orders = self.contract.with_context(
|
||||
cron=True).recurring_create_sale()
|
||||
self.assertFalse(sale_orders)
|
||||
def test_contract_count_sale(self):
|
||||
self.contract.recurring_create_sale()
|
||||
self.contract.recurring_create_sale()
|
||||
self.contract.recurring_create_sale()
|
||||
self.contract._compute_sale_count()
|
||||
self.assertEqual(self.contract.sale_count, 3)
|
||||
|
||||
def test_contract_count_sale_2(self):
|
||||
orders = self.env['sale.order']
|
||||
orders |= self.contract.recurring_create_sale()
|
||||
orders |= self.contract.recurring_create_sale()
|
||||
orders |= self.contract.recurring_create_sale()
|
||||
action = self.contract.action_show_sales()
|
||||
self.assertEqual(set(action['domain'][0][2]), set(orders.ids))
|
||||
|
||||
def test_cron_recurring_create_sale(self):
|
||||
self.contract_line.date_start = '2020-01-01'
|
||||
self.contract_line.recurring_invoicing_type = 'post-paid'
|
||||
self.contract_line.date_end = '2020-03-15'
|
||||
self.contract_line._onchange_date_start()
|
||||
contracts = self.contract2
|
||||
for _i in range(10):
|
||||
contracts |= self.contract.copy({'type': 'sale'})
|
||||
self.env['contract.contract'].cron_recurring_create_sale()
|
||||
order_lines = self.env['sale.order.line'].search(
|
||||
[('contract_line_id', 'in',
|
||||
contracts.mapped('contract_line_ids').ids)]
|
||||
)
|
||||
self.assertEqual(
|
||||
len(contracts.mapped('contract_line_ids')),
|
||||
len(order_lines),
|
||||
)
|
||||
|
||||
@@ -1,39 +0,0 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
|
||||
<record id="account_analytic_account_recurring_sale_form" model="ir.ui.view">
|
||||
<field name="name">account.analytic.account.invoice.recurring.sale.form</field>
|
||||
<field name="model">account.analytic.account</field>
|
||||
<field name="inherit_id" ref="contract.account_analytic_account_recurring_form_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//field[@name='recurring_invoicing_type']" position="before">
|
||||
<field name="type"/>
|
||||
<field name="sale_autoconfirm" attrs="{'invisible':[('type','!=', 'sale')]}" />
|
||||
</xpath>
|
||||
<xpath expr="//button[@name='recurring_create_invoice']" position="attributes">
|
||||
<attribute name="attrs">{'invisible': ['|',('recurring_invoices','!=',True),('type','!=','invoice')]}</attribute>
|
||||
</xpath>
|
||||
<xpath expr="//button[@name='recurring_create_invoice']" position="before">
|
||||
<button name="recurring_create_sale"
|
||||
type="object"
|
||||
attrs="{'invisible': ['|',('recurring_invoices','!=',True),('type','!=','sale')]}"
|
||||
string="Create sales"
|
||||
class="oe_link"
|
||||
groups="base.group_no_one"
|
||||
/>
|
||||
</xpath>
|
||||
<xpath expr="//button[@name='contract.act_recurring_invoices']" position="attributes">
|
||||
<attribute name="attrs">{'invisible': ['|',('recurring_invoices','!=',True),('type','!=','invoice')]}</attribute>
|
||||
</xpath>
|
||||
<xpath expr="//button[@name='contract.act_recurring_invoices']" position="before">
|
||||
<button name="contract_sale_generation.act_recurring_sales"
|
||||
type="action"
|
||||
attrs="{'invisible': ['|',('recurring_invoices','!=',True),('type','!=','sale')]}"
|
||||
string="⇒ Show recurring sales"
|
||||
class="oe_link"
|
||||
/>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
@@ -1,15 +0,0 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
|
||||
<record id="account_analytic_contract_sale_view_form" model="ir.ui.view">
|
||||
<field name="name">Account Analytic Contract Sale Form View</field>
|
||||
<field name="model">account.analytic.contract</field>
|
||||
<field name="inherit_id" ref="contract.account_analytic_contract_view_form"/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//field[@name='recurring_invoicing_type']" position="before">
|
||||
<field name="type"/>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
41
contract_sale_generation/views/contract.xml
Normal file
41
contract_sale_generation/views/contract.xml
Normal file
@@ -0,0 +1,41 @@
|
||||
<odoo>
|
||||
|
||||
<record id="contract_contract_form_view_recurring_sale_form" model="ir.ui.view">
|
||||
<field name="name">contract.contract.form.recurring.sale.form</field>
|
||||
<field name="model">contract.contract</field>
|
||||
<field name="inherit_id" ref="contract.contract_contract_form_view"/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//group[@name='recurring_invoices']" position="after">
|
||||
<group name="recurring_sale_or_invoicing" string="Recurring Sales/Invoicing" col="4">
|
||||
<field name="type"/>
|
||||
<field name="sale_autoconfirm" attrs="{'invisible':[('type','!=', 'sale')]}" />
|
||||
</group>
|
||||
</xpath>
|
||||
<xpath expr="//button[@name='recurring_create_invoice']" position="attributes">
|
||||
<attribute name="attrs">{'invisible': ['|', ('create_invoice_visibility', '=', False),('type','!=','invoice')]}</attribute>
|
||||
</xpath>
|
||||
<xpath expr="//button[@name='recurring_create_invoice']" position="before">
|
||||
<button name="recurring_create_sale"
|
||||
type="object"
|
||||
attrs="{'invisible': [('type','!=','sale')]}"
|
||||
string="CREATE SALES"
|
||||
class="oe_link"
|
||||
groups="base.group_no_one"
|
||||
/>
|
||||
</xpath>
|
||||
<xpath expr="//button[@name='action_show_invoices']" position="attributes">
|
||||
<attribute name="attrs">{'invisible': [('type','!=','invoice')]}</attribute>
|
||||
</xpath>
|
||||
<xpath expr="//button[@name='action_show_invoices']" position="after">
|
||||
<button name="action_show_sales"
|
||||
type="object" icon="fa-list"
|
||||
class="oe_stat_button" attrs="{'invisible': [('type','!=','sale')]}">
|
||||
<field string="Sales Order"
|
||||
name="sale_count"
|
||||
widget="statinfo"/>
|
||||
</button>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
14
contract_sale_generation/views/contract_template.xml
Normal file
14
contract_sale_generation/views/contract_template.xml
Normal file
@@ -0,0 +1,14 @@
|
||||
<odoo>
|
||||
|
||||
<record id="contract_template_form_view_inherit_sale" model="ir.ui.view">
|
||||
<field name="name">contract.template form view (in contract)</field>
|
||||
<field name="model">contract.template</field>
|
||||
<field name="inherit_id" ref="contract.contract_template_form_view"/>
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//field[@name='pricelist_id']" position="after">
|
||||
<field name="type"/>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
@@ -1,15 +0,0 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
|
||||
<record id="act_recurring_sales" model="ir.actions.act_window">
|
||||
<field name="context">{'search_default_project_id':
|
||||
[active_id],
|
||||
'default_project_id': active_id}
|
||||
</field>
|
||||
<field name="name">Sales</field>
|
||||
<field name="res_model">sale.order</field>
|
||||
<field name="view_id" ref="sale.view_order_tree" />
|
||||
<field name="search_view_id" ref="sale.sale_order_view_search_inherit_sale"/>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user