Merge branch 'mig/15.0/sale_credit_limit' into '15.0'

mig/15.0/sale_credit_limit into 15.0

See merge request hibou-io/hibou-odoo/suite!1212

sale_credit_limit/__init__.py

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+from . import models

sale_credit_limit/__manifest__.py

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+{
+    '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,
+}

sale_credit_limit/data/sale_exceptions.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+
+    <record id="excep_sale_credit_limit" model="exception.rule">
+        <field name="name">Invoice Partner credit limit exceeded.</field>
+        <field name="description">The Customer or Invoice Address has a credit limit.
+            This sale order, or the customer has an outstanding balance that, exceeds their credit limit.</field>
+        <field name="sequence">50</field>
+        <field name="model">sale.order</field>
+        <field name="code">
+partner = object.partner_invoice_id.commercial_partner_id
+partner_balance = partner.credit + object.amount_total
+if partner.credit_limit and partner.credit_limit &lt;= partner_balance:
+    failed = True
+        </field>
+        <field name="active" eval="True" />
+    </record>
+
+    <record id="excep_sale_credit_hold" model="exception.rule">
+        <field name="name">Customer On Credit Hold.</field>
+        <field name="description">The Customer is on Credit Hold.
+            Please have the customer contact accounting.</field>
+        <field name="sequence">50</field>
+        <field name="model">sale.order</field>
+        <field name="code">
+partner = object.partner_invoice_id.commercial_partner_id
+if partner.credit_hold:
+    failed = True
+        </field>
+        <field name="active" eval="True" />
+    </record>
+
+    <record id="excep_invoice_overdue" model="exception.rule">
+        <field name="name">Customer has Overdue Invoices.</field>
+        <field name="description">The Customer has unpaid overdue invoices.
+            Please have the customer contact accounting.</field>
+        <field name="sequence">55</field>
+        <field name="model">sale.order</field>
+        <field name="code">
+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) &lt; str(datetime.date.today())) and i.move_type == 'out_invoice'):
+    failed = True
+        </field>
+        <field name="active" eval="True" />
+    </record>
+
+</odoo>

sale_credit_limit/models/__init__.py

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+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from . import partner
+from . import sale

sale_credit_limit/models/partner.py

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+# 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

sale_credit_limit/models/sale.py

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+# 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}
+                }

sale_credit_limit/tests/__init__.py

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+# Part of Hibou Suite Professional. See LICENSE_PROFESSIONAL file for full copyright and licensing details.
+
+from . import test_sale_credit_exception

sale_credit_limit/tests/test_sale_credit_exception.py

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+# 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)

sale_credit_limit/views/partner_views.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+
+    <record id="view_partner_form_inherit" model="ir.ui.view">
+        <field name="name">res.partner.form.inherit</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//group[@name='accounting_entries']" position="after">
+                <group string="Credit Limit" name="credit_limit" groups="account.group_account_invoice">
+                    <field name="credit" widget="monetary" attrs="{'invisible': [('parent_id', '!=', False)]}" />
+                    <field name="credit_limit" attrs="{'invisible': [('parent_id', '!=', False)]}" />
+                    <field name="credit_remaining" widget="monetary" attrs="{'invisible': [('parent_id', '!=', False)]}" />
+                    <field name="credit_hold" attrs="{'invisible': [('parent_id', '!=', False)]}" />
+                </group>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>