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..8b45f97c --- /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': '14.0.1.0.0', + 'author': "Hibou Corp.", + 'category': 'Sale', + 'license': 'AGPL-3', + '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..b8f6192d --- /dev/null +++ b/sale_credit_limit/data/sale_exceptions.xml @@ -0,0 +1,19 @@ + + + + + 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 = sale.partner_invoice_id.commercial_partner_id +partner_balance = partner.credit + sale.amount_total +if partner.credit_limit and partner.credit_limit <= partner_balance: + 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..8a0dc04e --- /dev/null +++ b/sale_credit_limit/models/__init__.py @@ -0,0 +1 @@ +from . import sale diff --git a/sale_credit_limit/models/sale.py b/sale_credit_limit/models/sale.py new file mode 100644 index 00000000..5b90514e --- /dev/null +++ b/sale_credit_limit/models/sale.py @@ -0,0 +1,18 @@ +from odoo import api, models, tools + + +class SaleOrder(models.Model): + _inherit = 'sale.order' + + @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..a2d422d0 --- /dev/null +++ b/sale_credit_limit/tests/__init__.py @@ -0,0 +1 @@ +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..01a63cfd --- /dev/null +++ b/sale_credit_limit/tests/test_sale_credit_exception.py @@ -0,0 +1,33 @@ + +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): + admin_user = self.env.ref('base.user_admin') + self.sale_exception_confirm = self.env['sale.exception.confirm'] + exception = self.env.ref('sale_credit_limit.excep_sale_credit_limit').with_user(admin_user) + exception.active = True + 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..e9dbe0ae --- /dev/null +++ b/sale_credit_limit/views/partner_views.xml @@ -0,0 +1,15 @@ + + + + + res.partner.form.inherit + res.partner + + + + + + + + + \ No newline at end of file