Rename module sale_advance_payment_management to sale_down_payment
Add field amount_down_payment on sale.order
This commit is contained in:
Alexis de Lattre
2
sale_down_payment/__init__.py
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2
sale_down_payment/__init__.py
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from . import models
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from . import wizard
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34
sale_down_payment/__manifest__.py
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34
sale_down_payment/__manifest__.py
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# Copyright 2019 Akretion France (http://www.akretion.com)
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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{
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'name': 'Sale Down Payment',
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'version': '12.0.1.0.0',
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'category': 'Sales',
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'license': 'AGPL-3',
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'summary': 'Link payment to sale orders',
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'description': """
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Sale Down Payment
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=================
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This module adds a link between payment and sale orders. It allows to see advanced payment directly on the sale order form view.
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After processing a bank statement, you can start a wizard to link unreconciled incoming payments to a sale order.
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This module targets B2B companies that don't want to generate a down payment invoice for an advanced payment.
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This module has been written by Alexis de Lattre from Akretion
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<alexis.delattre@akretion.com>.
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""",
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'author': 'Akretion',
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'website': 'http://www.akretion.com',
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'depends': ['sale'],
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'data': [
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'wizard/account_bank_statement_sale_view.xml',
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'views/account_bank_statement.xml',
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'views/sale.xml',
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'views/account_move_line.xml',
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],
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'installable': True,
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}
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2
sale_down_payment/models/__init__.py
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2
sale_down_payment/models/__init__.py
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from . import sale
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from . import account_move_line
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32
sale_down_payment/models/account_move_line.py
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32
sale_down_payment/models/account_move_line.py
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# Copyright 2019 Akretion France (http://www.akretion.com)
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import api, fields, models, _
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from odoo.exceptions import ValidationError
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class AccountMoveLine(models.Model):
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_inherit = 'account.move.line'
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sale_id = fields.Many2one('sale.order', string='Sale Order')
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account_internal_type = fields.Selection(
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related='account_id.user_type_id.type', store=True,
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string='Account Internal Type')
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@api.constrains('sale_id', 'account_id')
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def sale_id_check(self):
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for line in self:
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if line.sale_id and line.account_id.internal_type != 'receivable':
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raise ValidationError(_(
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"The account move line '%s' is linked to sale order '%s' "
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"but it uses account '%s' which is not a receivable "
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"account.")
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% (line.name,
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line.sale_id.name,
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line.account_id.display_name))
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@api.onchange('account_id')
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def sale_advance_payement_account_id_change(self):
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if self.sale_id and self.account_id.user_type_id.type != 'receivable':
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self.sale_id = False
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39
sale_down_payment/models/sale.py
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39
sale_down_payment/models/sale.py
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# Copyright 2019 Akretion France (http://www.akretion.com)
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import api, fields, models
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class SaleOrder(models.Model):
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_inherit = 'sale.order'
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payment_line_ids = fields.One2many(
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'account.move.line', 'sale_id', string='Advance Payments',
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readonly=True)
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amount_down_payment = fields.Monetary(
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compute='_compute_amount_down_payment', string='Down Payment Amount')
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@api.depends(
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'payment_line_ids.credit', 'payment_line_ids.debit',
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'payment_line_ids.amount_currency', 'payment_line_ids.currency_id',
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'payment_line_ids.date', 'currency_id')
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def _compute_amount_down_payment(self):
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for sale in self:
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down_payment = 0.0
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sale_currency = sale.pricelist_id.currency_id
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if sale_currency == sale.company_id.currency_id:
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for pl in sale.payment_line_ids:
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down_payment -= pl.balance
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else:
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for pl in sale.payment_line_ids:
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if (
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pl.currency_id and
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pl.currency_id == sale_currency and
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pl.amount_currency):
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down_payment -= pl.amount_currency
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else:
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down_payment -= sale.company_id.currency_id._convert(
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pl.balance, sale_currency, sale.company_id,
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pl.date)
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sale.amount_down_payment = down_payment
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23
sale_down_payment/views/account_bank_statement.xml
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23
sale_down_payment/views/account_bank_statement.xml
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2019 Akretion France (http://www.akretion.com/)
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@author: Alexis de Lattre <alexis.delattre@akretion.com>
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License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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-->
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<odoo>
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<record id="view_bank_statement_form" model="ir.ui.view">
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<field name="name">advance_payment.account.bank.statement.form</field>
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<field name="model">account.bank.statement</field>
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<field name="inherit_id" ref="account.view_bank_statement_form"/>
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<field name="arch" type="xml">
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<button name="check_confirm_bank" position="after">
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<button name="%(account_bank_statement_sale_action)d" type="action" string="Link to Quotation/Sale Orders"/>
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</button>
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</field>
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</record>
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</odoo>
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24
sale_down_payment/views/account_move_line.xml
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24
sale_down_payment/views/account_move_line.xml
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2019 Akretion France (http://www.akretion.com/)
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@author: Alexis de Lattre <alexis.delattre@akretion.com>
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License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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-->
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<odoo>
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<record id="view_move_line_form" model="ir.ui.view">
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<field name="name">advance_payment.account.move.line.form</field>
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<field name="model">account.move.line</field>
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<field name="inherit_id" ref="account.view_move_line_form"/>
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<field name="arch" type="xml">
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<field name="invoice_id" position="after">
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<field name="sale_id" attrs="{'invisible': [('account_internal_type', '!=', 'receivable')]}" domain="['|', ('partner_id', 'child_of', partner_id), ('partner_invoice_id', 'child_of', partner_id), ('state', '!=', 'cancel'), ('invoice_status', '!=', 'invoiced')]"/>
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<field name="account_internal_type" invisible="1"/>
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</field>
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</field>
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</record>
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</odoo>
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31
sale_down_payment/views/sale.xml
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31
sale_down_payment/views/sale.xml
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2019 Akretion France (http://www.akretion.com/)
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@author: Alexis de Lattre <alexis.delattre@akretion.com>
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License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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-->
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<odoo>
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<record id="view_order_form" model="ir.ui.view">
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<field name="name">advance_payment.sale.order.form</field>
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<field name="model">sale.order</field>
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<field name="inherit_id" ref="sale.view_order_form"/>
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<field name="arch" type="xml">
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<notebook position="inside">
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<page name="advance_payment" string="Advance Payments">
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<field name="payment_line_ids" nolabel="1"/>
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</page>
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</notebook>
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<field name="amount_total" position="after">
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<div class="oe_subtotal_footer_separator oe_inline o_td_label">
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<label for="amount_down_payment" />
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</div>
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<field name="amount_down_payment" nolabel="1" class="oe_subtotal_footer_separator"/>
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</field>
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</field>
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</record>
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</odoo>
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1
sale_down_payment/wizard/__init__.py
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1
sale_down_payment/wizard/__init__.py
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from . import account_bank_statement_sale
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86
sale_down_payment/wizard/account_bank_statement_sale.py
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86
sale_down_payment/wizard/account_bank_statement_sale.py
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# Copyright 2019 Akretion France (http://www.akretion.com)
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import api, fields, models, _
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from odoo.exceptions import UserError
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class AccountBankStatementSale(models.TransientModel):
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_name = 'account.bank.statement.sale'
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_description = 'Account Bank Statement Sale'
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statement_id = fields.Many2one('account.bank.statement', readonly=True)
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line_ids = fields.One2many(
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'account.bank.statement.sale.line', 'wizard_id', string='Lines')
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@api.model
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def _prepare_line(self, move_line):
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vals = {
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'move_line_id': move_line.id,
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'sale_id': move_line.sale_id.id or False,
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'date': move_line.date,
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'credit': move_line.credit,
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'partner_id': move_line.partner_id.id,
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'account_id': move_line.account_id.id,
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'name': move_line.name,
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'company_currency_id': move_line.company_currency_id.id,
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}
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return vals
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@api.model
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def default_get(self, fields_list):
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res = super(AccountBankStatementSale, self).default_get(fields_list)
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assert self._context.get('active_model') == 'account.bank.statement'
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statement_id = self._context.get('active_id')
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statement = self.env['account.bank.statement'].browse(statement_id)
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res.update({
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'line_ids': [],
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'statement_id': statement_id,
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})
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for st_line in statement.line_ids:
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if (
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st_line.amount > 0 and
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st_line.partner_id and
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st_line.journal_entry_ids):
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for line in st_line.journal_entry_ids:
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if (
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line.account_id.user_type_id.type == 'receivable'
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and
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line.partner_id and
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not line.full_reconcile_id and
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not line.matched_debit_ids and
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not line.matched_credit_ids):
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lvals = self._prepare_line(line)
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res['line_ids'].append((0, 0, lvals))
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if not res['line_ids']:
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raise UserError(_(
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"The bank statement '%s' doesn't contain any processed line "
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"with a positive amount which is not reconciled.")
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% statement.display_name)
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return res
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def validate(self):
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self.ensure_one()
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for line in self.line_ids:
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if line.move_line_id.sale_id != line.sale_id:
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line.move_line_id.sale_id = line.sale_id.id
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class AccountBankStatementSaleLine(models.TransientModel):
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_name = 'account.bank.statement.sale.line'
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_description = 'Account Bank Statement Sale Lines'
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wizard_id = fields.Many2one(
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'account.bank.statement.sale', ondelete='cascade')
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move_line_id = fields.Many2one(
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'account.move.line', string='Move Line', required=True)
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date = fields.Date(related='move_line_id.date')
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credit = fields.Monetary(
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related='move_line_id.credit', currency_field='company_currency_id')
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partner_id = fields.Many2one(related='move_line_id.partner_id')
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account_id = fields.Many2one(related='move_line_id.account_id')
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name = fields.Char(related='move_line_id.name')
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company_currency_id = fields.Many2one(
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related='move_line_id.company_currency_id')
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sale_id = fields.Many2one('sale.order', string='Sale Order')
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@@ -0,0 +1,49 @@
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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Copyright 2019 Akretion France (http://www.akretion.com/)
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@author: Alexis de Lattre <alexis.delattre@akretion.com>
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License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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-->
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<odoo>
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<record id="account_bank_statement_sale_form" model="ir.ui.view">
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<field name="name">account.bank.statement.sale.form</field>
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<field name="model">account.bank.statement.sale</field>
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<field name="arch" type="xml">
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<form string="Link to Quotation/Sale Orders">
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<group name="main" invisible="1">
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<field name="statement_id"/>
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</group>
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<group name="lines">
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<field name="line_ids" nolabel="1">
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<tree editable="bottom">
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<field name="move_line_id" invisible="1"/>
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<field name="date"/>
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<field name="name"/>
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<field name="partner_id"/>
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<field name="account_id"/>
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<field name="credit"/>
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<field name="sale_id" domain="['|', ('partner_id', 'child_of', partner_id), ('partner_invoice_id', 'child_of', partner_id), ('state', '!=', 'cancel'), ('invoice_status', '!=', 'invoiced')]"/>
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<field name="company_currency_id" invisible="1"/>
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</tree>
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</field>
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</group>
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<footer>
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<button name="validate" type="object" string="Validate" class="btn-primary"/>
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<button special="cancel" string="Cancel" class="btn-default"/>
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</footer>
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</form>
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</field>
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</record>
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<record id="account_bank_statement_sale_action" model="ir.actions.act_window">
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<field name="name">Link to Quotation/Sale Orders</field>
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<field name="res_model">account.bank.statement.sale</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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</odoo>
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Block a user