[WIP] Pms: show folio details in portal

This commit is contained in:
Sara Lago
2021-03-04 12:15:37 +01:00
parent cca52a0db2
commit b3ce037840
4 changed files with 469 additions and 31 deletions

View File

@@ -1,34 +1,68 @@
from odoo import http
from odoo.addons.portal.controllers.portal import CustomerPortal
from odoo.exceptions import AccessError, MissingError
from odoo.http import request, route
from odoo.http import request
from odoo.addons.portal.controllers.portal import CustomerPortal
class PortalFolio(CustomerPortal):
def _prepare_home_portal_values(self, counters):
partner = request.env.user.partner_id
values = super()._prepare_home_portal_values(counters)
Folio = request.env['pms.folio']
if 'folio_count' in counters:
values['folio_count'] = Folio.search_count([
# ('partner_id', '=', partner.id),
]) if Folio.check_access_rights('read', raise_exception=False) else 0
Folio = request.env["pms.folio"]
if "folio_count" in counters:
values["folio_count"] = (
Folio.search_count(
[
("partner_id", "child_of", partner.id),
]
)
if Folio.check_access_rights("read", raise_exception=False)
else 0
)
return values
@http.route(['/my/folios'], type='http', auth="user", website=True)
def portal_my_folios(self, page=1, date_begin=None, date_end=None, sortby=None, filterby=None, **kw):
def _folio_get_page_view_values(self, folio, access_token, **kwargs):
values = {"folio": folio, "token": access_token}
return self._get_page_view_values(
folio, access_token, values, "my_folios_history", False, **kwargs
)
@http.route(["/my/folios"], type="http", auth="user", website=True)
def portal_my_folios(
self, page=1, date_begin=None, date_end=None, sortby=None, filterby=None, **kw
):
partner = request.env.user.partner_id
values = self._prepare_portal_layout_values()
values['folios'] = request.env['pms.folio'].sudo().search([])
values["folios"] = (
request.env["pms.folio"]
.sudo()
.search(
[
("partner_id", "child_of", partner.id),
]
)
)
return request.render("pms.portal_my_folio", values)
@http.route(['/my/folios/<int:folio_id>'], type='http', auth="user", website=True)
def portal_my_folio_detail(self, folio_id, access_token=None, report_type=None, download=False, **kw):
@http.route(["/my/folios/<int:folio_id>"], type="http", auth="user", website=True)
def portal_my_folio_detail(
self, folio_id, access_token=None, report_type=None, download=False, **kw
):
try:
folio_sudo = self._document_check_access('pms_folio', folio_id, access_token=access_token)
folio_sudo = self._document_check_access(
"pms.folio",
folio_id,
access_token="9a6f4fc8-59f6-4f50-ae45-5af6492e7aba",
)
except (AccessError, MissingError):
return request.redirect('/my')
if report_type in ('html', 'pdf', 'text'):
return self._show_report(model=folio_sudo, report_type=report_type, report_ref='pms.report_folio_document', download=download)
values = self._invoice_get_page_view_values(folio_sudo, access_token, **kw)
return request.render("pms.report_folio_document", values)
return request.redirect("/my")
if report_type in ("html", "pdf", "text"):
return self._show_report(
model=folio_sudo,
report_type=report_type,
report_ref="action_report_folio",
download=download,
)
values = self._folio_get_page_view_values(folio_sudo, access_token, **kw)
return request.render("pms.folio_portal_template", values)

View File

@@ -60,4 +60,4 @@ user_access_folio_make_invoice_advance,user_access_folio_make_invoice_advance,mo
user_access_pms_invoice_filter_days,user_access_pms_invoice_filter_days,model_pms_invoice_filter_days,pms.group_pms_user,1,1,1,1
user_access_pms_invoice_filter_days_items,user_access_pms_invoice_filter_days_items,model_pms_invoice_filter_days_items,pms.group_pms_user,1,1,1,1
user_access_wizard_payment_folio,user_access_wizard_payment_folio,model_wizard_payment_folio,pms.group_pms_user,1,1,1,1
user_access_pms_folio_portal,user_access_pms_folio_portal,model_pms_folio,base.group_portal,1,0,0,0
user_access_pms_folio_portal,user_access_pms_folio_portal,model_pms_folio,base.group_portal,1,0,0,0
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
60 user_access_pms_invoice_filter_days user_access_pms_invoice_filter_days model_pms_invoice_filter_days pms.group_pms_user 1 1 1 1
61 user_access_pms_invoice_filter_days_items user_access_pms_invoice_filter_days_items model_pms_invoice_filter_days_items pms.group_pms_user 1 1 1 1
62 user_access_wizard_payment_folio user_access_wizard_payment_folio model_wizard_payment_folio pms.group_pms_user 1 1 1 1
63 user_access_pms_folio_portal user_access_pms_folio_portal model_pms_folio base.group_portal 1 0 0 0

View File

@@ -225,10 +225,10 @@
</record>
<record id="pms_folio_rule_portal" model="ir.rule">
<field name="name">Portal Personal Folios</field>
<field name="model_id" ref="model_pms_folio"/>
<field name="model_id" ref="model_pms_folio" />
<field name="domain_force">[]</field>
<field name="groups" eval="[(4, ref('base.group_portal'))]"/>
<field name="perm_read" eval="True"/>
<field name="groups" eval="[(4, ref('base.group_portal'))]" />
<field name="perm_read" eval="True" />
</record>
</data>
</odoo>

View File

@@ -1,10 +1,16 @@
<odoo>
<template id="portal_my_folios" name="Folios" inherit_id="portal.portal_my_home" customize_show="True" priority="30">
<template
id="portal_my_folios"
name="Folios"
inherit_id="portal.portal_my_home"
customize_show="True"
priority="30"
>
<xpath expr="//div[hasclass('o_portal_docs')]" position="inside">
<t t-call="portal.portal_docs_entry">
<t t-set="title">Folios</t>
<t t-set="url" t-value="'/my/folios'"/>
<t t-set="placeholder_count" t-value="'folio_count'"/>
<t t-set="url" t-value="'/my/folios'" />
<t t-set="placeholder_count" t-value="'folio_count'" />
</t>
</xpath>
</template>
@@ -12,7 +18,7 @@
<template id="portal_my_folio" name="My Folios">
<t t-call="portal.portal_layout">
<t t-set="breadcrumbs_searchbar" t-value="True"/>
<t t-set="breadcrumbs_searchbar" t-value="True" />
<t t-call="portal.portal_searchbar">
<t t-set="title">Folios</t>
@@ -32,16 +38,414 @@
<t t-foreach="folios" t-as="folio">
<tr>
<td>
<a t-att-href="folio.get_portal_url()" t-att-title="folio.name">
<t t-esc="folio.name"/>
<a
t-att-href="folio.get_portal_url()"
t-att-title="folio.name"
>
<t t-esc="folio.name" />
</a>
</td>
<td><span t-field="folio.date_order"/></td>
<td class="text-right"><span t-field="folio.amount_total"/></td>
<td><span t-field="folio.date_order" /></td>
<td class="text-right"><span
t-field="folio.amount_total"
/></td>
</tr>
</t>
</tbody>
</t>
</t>
</template>
<template
id="folio_portal_template"
name="Folio Portal Template"
inherit_id="portal.portal_sidebar"
primary="True"
>
<xpath expr="//div[hasclass('o_portal_sidebar')]" position="inside">
<div class="row mt16 o_portal_sale_sidebar">
<!-- Sidebar -->
<t t-call="portal.portal_record_sidebar">
<t t-set="classes" t-value="'col-lg-auto d-print-none'" />
<t t-set="title">
<h2 class="mb-0"><b t-field="folio.amount_total" /> </h2>
</t>
<t t-set="entries">
<ul
class="list-group list-group-flush flex-wrap flex-row flex-lg-column"
>
<li class="list-group-item flex-grow-1">
<div class="o_download_pdf btn-toolbar flex-sm-nowrap">
<div class="btn-group flex-grow-1 mr-1 mb-1">
<a
class="btn btn-secondary btn-block o_download_btn"
t-att-href="folio.get_portal_url(report_type='pdf', download=True)"
title="Download"
><i class="fa fa-download" /> Download</a>
</div>
<div class="btn-group flex-grow-1 mb-1">
<a
class="btn btn-secondary btn-block o_print_btn o_portal_invoice_print"
t-att-href="folio.get_portal_url(report_type='pdf')"
id="print_folio_report"
title="Print"
target="_blank"
><i class="fa fa-print" /> Print</a>
</div>
</div>
</li>
<li
class="navspy list-group-item pl-0 flex-grow-1"
t-ignore="true"
role="complementary"
>
<ul class="nav flex-column bs-sidenav" />
</li>
<li
t-if="folio.user_id.name"
class="list-group-item flex-grow-1"
>
<div class="small mb-1"><strong
class="text-muted"
>Salesperson</strong></div>
<div class="row flex-nowrap">
<!--<div class="col flex-grow-0 pr-2">
<img class="rounded-circle mr4 float-left o_portal_contact_img" t-if="folio.user_id.image_1024" t-att-src="image_data_uri(sale_order.user_id.image_1024)" alt="Contact"/>
<img class="rounded-circle mr4 float-left o_portal_contact_img" t-if="not folio.user_id.image_1024" src="/web/static/src/img/placeholder.png" alt="Contact"/>
</div>-->
<div class="col pl-0" style="min-width: 150px">
<span
t-field="folio.user_id"
t-options='{"widget": "contact", "fields": ["name", "phone"], "no_marker": True}'
/>
<a href="#discussion" class="small"><i
class="fa fa-comment"
/> Send message</a>
</div>
</div>
</li>
</ul>
</t>
</t>
<!-- main content -->
<div
t-attf-class="card #{'pb-5' if report_type == 'html' else ''}"
id="portal_folio_content"
>
<div t-call="pms.folio_portal_content" />
</div>
<!-- chatter -->
<div id="folio_communication" class="mt-4">
<h2>History</h2>
<t t-call="portal.message_thread">
<t t-set="object" t-value="folio" />
</t>
</div>
</div>
</xpath>
</template>
<!--
Sales Order content : intro, informations, order lines, remarks, descriptions ....
This template should contains all the printable element of the SO. This is the
template rendered in PDF with the report engine.
-->
<template id="folio_portal_content" name="Folio Portal Content">
<!--<t t-call="web.external_layout">-->
<t t-set="address">
<div class="row">
<div class="col-xs-6">
<t t-if="folio.partner_invoice_id != folio.partner_id">
<div
t-field="folio.partner_invoice_id"
t-options='{"widget": "contact", "fields": ["address", "name", "phone"], "no_marker": True, "phone_icons": True}'
/>
</t>
</div>
<div class="col-xs-5 col-xs-offset-1">
<div
t-field="folio.partner_id"
t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}'
/>
<p t-if="folio.partner_id.vat">
<t t-esc="folio.company_id.country_id.vat_label or 'TIN'" />
:
<span t-field="folio.partner_id.vat" />
</p>
</div>
</div>
</t>
<div class="page">
<div class="oe_structure" />
<h2 class="mt16">
<span t-if="folio.state not in ['draft','sent']">Order #</span>
<span t-if="folio.state in ['draft','sent']">Quotation #</span>
<span t-field="folio.name" />
</h2>
<div class="row mt32 mb32" id="informations">
<div t-if="folio.client_order_ref" class="col-auto col-3 mw-100 mb-2">
<strong>Your Reference:</strong>
<p class="m-0" t-field="folio.client_order_ref" />
</div>
<div
t-if="folio.date_order and folio.state not in ['draft','sent']"
class="col-auto col-3 mw-100 mb-2"
>
<strong>Order Date:</strong>
<p class="m-0" t-field="folio.date_order" />
</div>
<div
t-if="folio.date_order and folio.state in ['draft','sent']"
class="col-auto col-3 mw-100 mb-2"
>
<strong>Quotation Date:</strong>
<p
class="m-0"
t-field="folio.date_order"
t-options='{"widget": "date"}'
/>
</div>
<div t-if="folio.user_id.name" class="col-auto col-3 mw-100 mb-2">
<strong>Salesperson:</strong>
<p class="m-0" t-field="folio.user_id" />
</div>
</div>
<!-- Is there a discount on at least one line? -->
<t
t-set="display_discount"
t-value="any(l.discount for l in folio.sale_line_ids)"
/>
<table class="table table-sm o_main_table">
<!-- In case we want to repeat the header, remove "display: table-row-group" -->
<thead style="display: table-row-group">
<tr>
<th name="th_description" class="text-left">Description</th>
<th name="th_quantity" class="text-right">Quantity</th>
<th name="th_priceunit" class="text-right">Unit Price</th>
<th
name="th_discount"
t-if="display_discount"
class="text-right"
>
<span>Disc.%</span>
</th>
<th name="th_taxes" class="text-right">Taxes</th>
<th name="th_subtotal" class="text-right">
<span
groups="account.group_show_line_subtotals_tax_excluded"
>Amount</span>
<span
groups="account.group_show_line_subtotals_tax_included"
>Total Price</span>
</th>
</tr>
</thead>
<tbody class="sale_tbody">
<t t-set="current_subtotal" t-value="0" />
<t t-foreach="folio.sale_line_ids" t-as="line">
<t
t-set="current_subtotal"
t-value="current_subtotal + line.price_subtotal"
groups="account.group_show_line_subtotals_tax_excluded"
/>
<t
t-set="current_subtotal"
t-value="current_subtotal + line.price_total"
groups="account.group_show_line_subtotals_tax_included"
/>
<tr
t-att-class="'bg-200 font-weight-bold o_line_section' if line.display_type == 'line_section' else 'font-italic o_line_note' if line.display_type == 'line_note' else ''"
>
<t t-if="not line.display_type">
<t t-set="price" t-value="line.price_unit" />
<t t-if="line.reservation_id">
<t
t-set="print_board_service"
t-value="line.reservation_id.board_service_room_id.pms_board_service_id.show_detail_report"
/>
<t t-if="not print_board_service">
<t
t-foreach="line.reservation_id.service_ids"
t-as="service"
>
<t t-if="service.is_board_service">
<t
t-set="price"
t-value="service.product_qty/line.product_uom_qty*service.price_unit*(1-(service.discount or 0.0)*0.01) + price"
/>
</t>
</t>
</t>
</t>
<t
t-if="not(not print_board_service and line.service_id.is_board_service)"
>
<td name="td_name"><span
t-field="line.name"
/></td>
<td name="td_quantity" class="text-right">
<span t-field="line.product_uom_qty" />
<span
t-field="line.product_uom"
groups="uom.group_uom"
/>
</td>
<td name="td_priceunit" class="text-right">
<span
t-esc="price"
t-options='{"widget": "monetary", "display_currency": folio.pricelist_id.currency_id}'
/>
</td>
<td t-if="display_discount" class="text-right">
<span t-field="line.discount" />
</td>
<td name="td_taxes" class="text-right">
<span
t-esc="', '.join(map(lambda x: (x.description or x.name), line.tax_ids))"
/>
</td>
<td
name="td_subtotal"
class="text-right o_price_total"
>
<span
t-esc="price*(1-(line.discount or 0.0)*0.01)* line.product_uom_qty"
groups="account.group_show_line_subtotals_tax_excluded"
t-options='{"widget": "monetary", "display_currency": folio.pricelist_id.currency_id}'
/>
<span
t-esc="price *(1-(line.discount or 0.0)*0.01)* line.product_uom_qty"
groups="account.group_show_line_subtotals_tax_included"
t-options='{"widget": "monetary", "display_currency": folio.pricelist_id.currency_id}'
/>
</td>
</t>
</t>
<t t-if="line.display_type == 'line_section'">
<td name="td_section_line" colspan="99">
<span t-field="line.name" />
</td>
<t t-set="current_section" t-value="line" />
<t t-set="current_subtotal" t-value="0" />
</t>
<t t-if="line.display_type == 'line_note'">
<td name="td_note_line" colspan="99">
<span t-field="line.name" />
</td>
</t>
</tr>
<t
t-if="current_section and (line_last or folio.sale_line_ids[line_index+1].display_type == 'line_section')"
>
<tr class="is-subtotal text-right">
<td name="td_section_subtotal" colspan="99">
<strong class="mr16">Subtotal</strong>
<span
t-esc="current_subtotal"
t-options='{"widget": "monetary", "display_currency": folio.pricelist_id.currency_id}'
/>
</td>
</tr>
</t>
</t>
</tbody>
</table>
<div class="clearfix" name="so_total_summary">
<div id="total" class="row" name="total">
<div
t-attf-class="#{'col-4' if report_type != 'html' else 'col-sm-7 col-md-5'} ml-auto"
>
<table class="table table-sm">
<tr class="border-black o_subtotal" style="">
<td name="td_amount_untaxed_label"><strong
>Subtotal</strong></td>
<td name="td_amount_untaxed" class="text-right">
<span t-field="folio.amount_untaxed" />
</td>
</tr>
<t
t-foreach="folio._get_tax_amount_by_group()"
t-as="amount_by_group"
>
<tr style="">
<t
t-if="amount_by_group[3] == 1 and folio.amount_untaxed == amount_by_group[2]"
>
<td name="td_amount_by_group_label_3">
<span t-esc="amount_by_group[0]" />
<span>&amp;nbsp;<span>on</span>&amp;nbsp;<t
t-esc="amount_by_group[2]"
t-options='{"widget": "monetary", "display_currency": folio.pricelist_id.currency_id}'
/></span>
</td>
<td
name="td_amount_by_group_3"
class="text-right o_price_total"
>
<span
t-esc="amount_by_group[1]"
t-options='{"widget": "monetary", "display_currency": folio.pricelist_id.currency_id}'
/>
</td>
</t>
<t t-else="">
<td name="td_amount_by_group_label">
<span t-esc="amount_by_group[0]" />
</td>
<td
name="td_amount_by_group"
class="text-right o_price_total"
>
<span
t-esc="amount_by_group[1]"
t-options='{"widget": "monetary", "display_currency": folio.pricelist_id.currency_id}'
/>
</td>
</t>
</tr>
</t>
<tr class="border-black o_total">
<td name="td_amount_total_label"><strong
>Total</strong></td>
<td name="td_amount_total" class="text-right">
<span t-field="folio.amount_total" />
</td>
</tr>
</table>
</div>
</div>
</div>
<div class="oe_structure" />
<p t-field="folio.note" />
<p t-if="folio.payment_term_id.note">
<span t-field="folio.payment_term_id.note" />
</p>
<p
id="fiscal_position_remark"
t-if="folio.fiscal_position_id and folio.fiscal_position_id.sudo().note"
>
<strong>Fiscal Position Remark:</strong>
<span t-field="folio.fiscal_position_id.sudo().note" />
</p>
</div>
<!--</t>-->
</template>
</odoo>