diff --git a/sale_credit_limit/__init__.py b/sale_credit_limit/__init__.py new file mode 100644 index 00000000..0650744f --- /dev/null +++ b/sale_credit_limit/__init__.py @@ -0,0 +1 @@ +from . import models diff --git a/sale_credit_limit/__manifest__.py b/sale_credit_limit/__manifest__.py new file mode 100644 index 00000000..c112b152 --- /dev/null +++ b/sale_credit_limit/__manifest__.py @@ -0,0 +1,29 @@ +{ + 'name': 'Sale Credit Limit', + 'summary': 'Uses credit limit on Partners to warn salespeople if they are over their limit.', + 'version': '15.0.1.0.0', + 'author': "Hibou Corp.", + 'category': 'Sale', + 'license': 'OPL-1', + 'complexity': 'expert', + 'images': [], + 'website': "https://hibou.io", + 'description': """ +Uses credit limit on Partners to warn salespeople if they are over their limit. + +When confirming a sale order, the current sale order total will be considered and a Sale Order Exception +will be created if the total would put them over their credit limit. +""", + 'depends': [ + 'sale', + 'account', + 'sale_exception', + ], + 'demo': [], + 'data': [ + 'data/sale_exceptions.xml', + 'views/partner_views.xml', + ], + 'auto_install': False, + 'installable': True, +} diff --git a/sale_credit_limit/data/sale_exceptions.xml b/sale_credit_limit/data/sale_exceptions.xml new file mode 100644 index 00000000..cba88e60 --- /dev/null +++ b/sale_credit_limit/data/sale_exceptions.xml @@ -0,0 +1,47 @@ + + + + + Invoice Partner credit limit exceeded. + The Customer or Invoice Address has a credit limit. + This sale order, or the customer has an outstanding balance that, exceeds their credit limit. + 50 + sale.order + +partner = object.partner_invoice_id.commercial_partner_id +partner_balance = partner.credit + object.amount_total +if partner.credit_limit and partner.credit_limit <= partner_balance: + failed = True + + + + + + Customer On Credit Hold. + The Customer is on Credit Hold. + Please have the customer contact accounting. + 50 + sale.order + +partner = object.partner_invoice_id.commercial_partner_id +if partner.credit_hold: + failed = True + + + + + + Customer has Overdue Invoices. + The Customer has unpaid overdue invoices. + Please have the customer contact accounting. + 55 + sale.order + +partner = object.partner_invoice_id.commercial_partner_id +if partner.invoice_ids.filtered(lambda i: i.state == 'posted' and i.payment_state != 'paid' and (i.invoice_date_due and str(i.invoice_date_due) < str(datetime.date.today())) and i.move_type == 'out_invoice'): + failed = True + + + + + \ No newline at end of file diff --git a/sale_credit_limit/models/__init__.py b/sale_credit_limit/models/__init__.py new file mode 100644 index 00000000..da805931 --- /dev/null +++ b/sale_credit_limit/models/__init__.py @@ -0,0 +1,4 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from . import partner +from . import sale diff --git a/sale_credit_limit/models/partner.py b/sale_credit_limit/models/partner.py new file mode 100644 index 00000000..ce018f0f --- /dev/null +++ b/sale_credit_limit/models/partner.py @@ -0,0 +1,18 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from odoo import api, fields, models + + +class ResPartner(models.Model): + _inherit = 'res.partner' + + credit_remaining = fields.Float('Credit Remaining', compute='_compute_credit_remaining') + credit_hold = fields.Boolean('Credit Hold') + + @api.depends('credit_limit', 'credit') + def _compute_credit_remaining(self): + for partner in self: + if partner.credit_limit: + partner.credit_remaining = partner.credit_limit - partner.credit + else: + partner.credit_remaining = 0.0 diff --git a/sale_credit_limit/models/sale.py b/sale_credit_limit/models/sale.py new file mode 100644 index 00000000..4512fcac --- /dev/null +++ b/sale_credit_limit/models/sale.py @@ -0,0 +1,28 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from odoo import api, models, tools +from odoo.tools.safe_eval import datetime as wrapped_datetime + + +class SaleOrder(models.Model): + _inherit = 'sale.order' + + # We need a way to be able to create a 'today' date to compare + @api.model + def _exception_rule_eval_context(self, rec): + res = super(SaleOrder, self)._exception_rule_eval_context(rec) + res["datetime"] = wrapped_datetime + return res + + @api.onchange('partner_invoice_id') + def _onchange_partner_invoice_id(self): + for so in self: + partner = so.partner_invoice_id.commercial_partner_id + if partner.credit_limit and partner.credit_limit <= partner.credit: + m = 'Partner outstanding receivables %s is above their credit limit of %s' \ + % (tools.format_amount(self.env, partner.credit, so.currency_id), + tools.format_amount(self.env, partner.credit_limit, so.currency_id)) + return { + 'warning': {'title': 'Sale Credit Limit', + 'message': m} + } diff --git a/sale_credit_limit/tests/__init__.py b/sale_credit_limit/tests/__init__.py new file mode 100644 index 00000000..2fe6104a --- /dev/null +++ b/sale_credit_limit/tests/__init__.py @@ -0,0 +1,3 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from . import test_sale_credit_exception diff --git a/sale_credit_limit/tests/test_sale_credit_exception.py b/sale_credit_limit/tests/test_sale_credit_exception.py new file mode 100644 index 00000000..f0af5e30 --- /dev/null +++ b/sale_credit_limit/tests/test_sale_credit_exception.py @@ -0,0 +1,31 @@ +# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details. + +from odoo.addons.sale_exception.tests.test_sale_exception import TestSaleException + + +class TestSaleCreditException(TestSaleException): + + def setUp(self): + super(TestSaleCreditException, self).setUp() + + def test_sale_order_credit_limit_exception(self): + self.sale_exception_confirm = self.env['sale.exception.confirm'] + partner = self.env.ref('base.res_partner_12') + partner.credit_limit = 100.00 + p = self.env.ref('product.product_product_25_product_template') + so1 = self.env['sale.order'].create({ + 'partner_id': partner.id, + 'partner_invoice_id': partner.id, + 'partner_shipping_id': partner.id, + 'order_line': [(0, 0, {'name': p.name, + 'product_id': p.id, + 'product_uom_qty': 2, + 'product_uom': p.uom_id.id, + 'price_unit': p.list_price})], + 'pricelist_id': self.env.ref('product.list0').id, + }) + + # confirm quotation + so1.action_confirm() + self.assertTrue(so1.state == 'draft') + self.assertFalse(so1.ignore_exception) diff --git a/sale_credit_limit/views/partner_views.xml b/sale_credit_limit/views/partner_views.xml new file mode 100644 index 00000000..7463769c --- /dev/null +++ b/sale_credit_limit/views/partner_views.xml @@ -0,0 +1,20 @@ + + + + + res.partner.form.inherit + res.partner + + + + + + + + + + + + + + \ No newline at end of file