Merge branch 'mig/16.0/sale_payment_deposit' into '16.0'

WIP: mig/16.0/sale_payment_deposit into 16.0

See merge request hibou-io/hibou-odoo/suite!1549

sale_payment_deposit/__init__.py

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+from . import models

sale_payment_deposit/__manifest__.py

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+{
+    'name': 'Sale Payment Deposit',
+    'author': 'Hibou Corp. <hello@hibou.io>',
+    'category': 'Sales',
+    'license': 'AGPL-3',
+    'version': '16.0.1.0.0',
+    'description':
+        """
+Sale Deposits
+=============
+
+Automates the creation of 'Deposit' invoices and payments.  For example, someone confirming 
+a sale with "50% Deposit, 50% on Delivery" payment terms, will pay the 
+50% deposit payment up front instead of the entire order.
+        """,
+    'depends': [
+        'sale',
+        'payment',
+    ],
+    'auto_install': False,
+    'data': [
+        'views/account_views.xml',
+        'views/sale_portal_templates.xml',
+    ],
+}

sale_payment_deposit/models/__init__.py

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+from . import account
+from . import payment
+from . import sale
+from . import sale_patch

sale_payment_deposit/models/account.py

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+from odoo import api, fields, models
+
+
+class AccountPaymentTerm(models.Model):
+    _inherit = 'account.payment.term'
+
+    deposit_percentage = fields.Float(string='Deposit Percentage',
+                                      help='Require Percentage deposit when paying on the front end.')
+    deposit_flat = fields.Float(string='Deposit Flat',
+                                      help='Require Flat deposit when paying on the front end.')
+
+
+class PaymentTransaction(models.Model):
+    _inherit = 'payment.transaction'
+
+    def _post_process_after_done(self):
+        now = fields.Datetime.now()
+        res = super(PaymentTransaction, self)._post_process_after_done()
+
+        # Post Process Payments made on the front of the website, reconciling to Deposit.
+        for transaction in self.filtered(lambda t: t.payment_id
+                                                   and t.sale_order_ids
+                                                   and sum(t.sale_order_ids.mapped('amount_total_deposit'))
+                                                   and not t.invoice_ids and (now - t.date).seconds < 1200):
+            if not transaction.sale_order_ids.mapped('invoice_ids'):
+                # don't process ones that we might still be able to process later...
+                transaction.write({'is_processed': False})
+            else:
+                # we have a payment and could attempt to reconcile to an invoice
+                # Leave the payment in 'is_processed': True
+                transaction.sale_order_ids._auto_deposit_payment_match()
+        return res

sale_payment_deposit/models/payment.py

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+from odoo import models, _
+
+import logging
+_logger = logging.getLogger(__name__)
+
+
+class PaymentTransaction(models.Model):
+    _inherit = 'payment.transaction'
+
+    # Override to confirm payments totaling the amount_total_deposit
+    def _check_amount_and_confirm_order(self):
+        self.ensure_one()
+        for order in self.sale_order_ids.filtered(lambda so: so.state in ('draft', 'sent')):
+            # default amount as originally calculated
+            amount = order.amount_total
+            if order.amount_total_deposit:
+                amount = order.amount_total_deposit
+            if order.currency_id.compare_amounts(self.amount, amount) == 0:
+                order.with_context(send_email=True).action_confirm()
+            else:
+                _logger.warning(
+                    '<%s> transaction AMOUNT MISMATCH for order %s (ID %s): expected %r, got %r',
+                    self.acquirer_id.provider,order.name, order.id,
+                    amount, self.amount,
+                )
+                order.message_post(
+                    subject=_("Amount Mismatch (%s)") % self.acquirer_id.provider,
+                    body=_("The order was not confirmed despite response from the acquirer (%s): order total is %r but acquirer replied with %r.") % (
+                        self.acquirer_id.provider,
+                        amount,
+                        self.amount,
+                    )
+                )

sale_payment_deposit/models/sale.py

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+from odoo import api, fields, models
+from json import loads as json_loads
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    amount_total_deposit = fields.Monetary(string='Deposit', compute='_amount_total_deposit')
+
+    @api.depends('amount_total', 'payment_term_id.deposit_percentage', 'payment_term_id.deposit_flat')
+    def _amount_total_deposit(self):
+        for order in self:
+            percent_deposit = order.amount_total * float(order.payment_term_id.deposit_percentage) / 100.0
+            flat_deposite = float(order.payment_term_id.deposit_flat)
+            order.amount_total_deposit = percent_deposit + flat_deposite
+
+    def action_confirm(self):
+        res = super(SaleOrder, self).action_confirm()
+        self._auto_deposit_invoice()
+        return res
+
+    def _auto_deposit_invoice(self):
+        wizard_model = self.env['sale.advance.payment.inv'].sudo()
+        for sale in self.sudo().filtered(lambda o: not o.invoice_ids and o.amount_total_deposit):
+            # Create Deposit Invoices
+            wizard = wizard_model.create({
+                'advance_payment_method': 'fixed',
+                'fixed_amount': sale.amount_total_deposit,
+            })
+            wizard.with_context(active_ids=sale.ids).create_invoices()
+            # Validate Invoices
+            sale.invoice_ids.filtered(lambda i: i.state == 'draft').post()
+            # Attempt to reconcile
+            sale._auto_deposit_payment_match()
+
+    def _auto_deposit_payment_match(self):
+        # Attempt to find payments that could be used on this new invoice and reconcile them.
+        # Note that this probably doesn't work for a payment made on the front, see .account.PaymentTransaction
+        aml_model = self.env['account.move.line'].sudo()
+        for sale in self.sudo():
+            for invoice in sale.invoice_ids.filtered(lambda i: i.state == 'posted'):
+                outstanding = json_loads(invoice.invoice_outstanding_credits_debits_widget)
+                if isinstance(outstanding, dict) and outstanding.get('content'):
+                    for line in outstanding.get('content'):
+                        if abs(line.get('amount', 0.0) - invoice.amount_residual) < 0.01 and line.get('id'):
+                            aml = aml_model.browse(line.get('id'))
+                            aml += invoice.line_ids.filtered(lambda l: l.account_id == aml.account_id)
+                            if aml.reconcile():
+                                break

sale_payment_deposit/models/sale_patch.py

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+from odoo.exceptions import ValidationError
+from odoo.addons.sale.models.sale_order import SaleOrder
+
+
+def _create_payment_transaction(self, vals):
+    # This is a copy job from odoo.addons.sale.models.sale due to the closed nature of the vals.update(dict) call
+    # Ultimately, only the 'vals.update' with the new amount is really used.
+    '''Similar to self.env['payment.transaction'].create(vals) but the values are filled with the
+    current sales orders fields (e.g. the partner or the currency).
+    :param vals: The values to create a new payment.transaction.
+    :return: The newly created payment.transaction record.
+    '''
+    # Ensure the currencies are the same.
+
+    # extract variable for use later.
+    sale = self[0]
+
+    currency = sale.pricelist_id.currency_id
+    if any([so.pricelist_id.currency_id != currency for so in self]):
+        raise ValidationError(_('A transaction can\'t be linked to sales orders having different currencies.'))
+
+    # Ensure the partner are the same.
+    partner = sale.partner_id
+    if any([so.partner_id != partner for so in self]):
+        raise ValidationError(_('A transaction can\'t be linked to sales orders having different partners.'))
+
+    # Try to retrieve the acquirer. However, fallback to the token's acquirer.
+    acquirer_id = vals.get('acquirer_id')
+    acquirer = False
+    payment_token_id = vals.get('payment_token_id')
+
+    if payment_token_id:
+        payment_token = self.env['payment.token'].sudo().browse(payment_token_id)
+
+        # Check payment_token/acquirer matching or take the acquirer from token
+        if acquirer_id:
+            acquirer = self.env['payment.acquirer'].browse(acquirer_id)
+            if payment_token and payment_token.acquirer_id != acquirer:
+                raise ValidationError(_('Invalid token found! Token acquirer %s != %s') % (
+                payment_token.acquirer_id.name, acquirer.name))
+            if payment_token and payment_token.partner_id != partner:
+                raise ValidationError(_('Invalid token found! Token partner %s != %s') % (
+                payment_token.partner.name, partner.name))
+        else:
+            acquirer = payment_token.acquirer_id
+
+    # Check an acquirer is there.
+    if not acquirer_id and not acquirer:
+        raise ValidationError(_('A payment acquirer is required to create a transaction.'))
+
+    if not acquirer:
+        acquirer = self.env['payment.acquirer'].browse(acquirer_id)
+
+    # Check a journal is set on acquirer.
+    if not acquirer.journal_id:
+        raise ValidationError(_('A journal must be specified of the acquirer %s.' % acquirer.name))
+
+    if not acquirer_id and acquirer:
+        vals['acquirer_id'] = acquirer.id
+
+    # Override for Deposit
+    amount = sum(self.mapped('amount_total'))
+    # This is a patch, all databases will run this code even if this field doesn't exist.
+    if hasattr(sale, 'amount_total_deposit') and sum(self.mapped('amount_total_deposit')):
+        amount = sum(self.mapped('amount_total_deposit'))
+
+    vals.update({
+        'amount': amount,
+        'currency_id': currency.id,
+        'partner_id': partner.id,
+        'sale_order_ids': [(6, 0, self.ids)],
+    })
+
+    transaction = self.env['payment.transaction'].create(vals)
+
+    # Process directly if payment_token
+    if transaction.payment_token_id:
+        transaction.s2s_do_transaction()
+
+    return transaction
+
+
+# Patch core implementation.
+SaleOrder._create_payment_transaction = _create_payment_transaction

sale_payment_deposit/views/account_views.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <record id="view_payment_term_form_inherit" model="ir.ui.view">
+        <field name="name">account.payment.term.form.inherit</field>
+        <field name="model">account.payment.term</field>
+        <field name="inherit_id" ref="account.view_payment_term_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//group/group" position="inside">
+                <field name="deposit_percentage"/>
+                <field name="deposit_flat"/>
+            </xpath>
+        </field>
+    </record>
+</odoo>

sale_payment_deposit/views/sale_portal_templates.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo>
+    <template id="sale_order_portal_template_deposit" name="Sales Order Portal Template - Deposit" inherit_id="sale.sale_order_portal_template">
+        <!-- Set payment amount here rather than overriding the controller -->
+        <xpath expr="//div[1]" position="before">
+            <t t-if="sale_order.has_to_be_paid(True)">
+                <t t-set="amount" t-value="sale_order.amount_total_deposit or amount"/>
+            </t>
+        </xpath>
+        <!-- Display the Deposit amount prominently -->
+        <xpath expr="//t[@t-set='title']/h2" position="after">
+            <h5 t-if="sale_order.amount_total_deposit"><b t-field="sale_order.amount_total_deposit"/> Deposit</h5>
+        </xpath>
+        <!-- Display the Deposit and Total when Signing -->
+        <xpath expr="//div[@id='modalaccept']/div/form/main/p/ul/li[2]" position="after">
+            <li t-if="sale_order.amount_total_deposit"><span>Deposit today of:</span> <b data-id="total_amount_deposit" t-field="sale_order.amount_total_deposit"/></li>
+        </xpath>
+        <!-- Display the Deposit when Paying -->
+        <xpath expr="//div[@id='modalaccept']/div/div/main/p/ul/li[2]" position="replace">
+            <li t-if="sale_order.amount_total_deposit"><span>For the deposit amount of:</span> <b data-id="total_amount_deposit" t-field="sale_order.amount_total_deposit"/></li>
+            <li t-else=""><span>For an amount of:</span> <b data-id="total_amount" t-field="sale_order.amount_total"/></li>
+        </xpath>
+    </template>
+</odoo>