Add module account_invoice_update_wizard
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Alexis de Lattre
committed by
Iryna Vushnevska
Iryna Vushnevska
parent
7e0c438ae8
commit
e4d4bcd7ca
3
account_invoice_update_wizard/__init__.py
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3
account_invoice_update_wizard/__init__.py
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# -*- coding: utf-8 -*-
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from . import wizard
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34
account_invoice_update_wizard/__openerp__.py
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34
account_invoice_update_wizard/__openerp__.py
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# -*- coding: utf-8 -*-
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# © 2017 Akretion (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': 'Account Invoice Update Wizard',
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'version': '8.0.1.0.0',
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'category': 'Accounting & Finance',
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'license': 'AGPL-3',
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'summary': 'Wizard to update non-legal fields of an open/paid invoice',
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'description': """
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Account Invoice Update Wizard
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=============================
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This module adds a button *Update Invoice* on Customer and Supplier invoices in Open or Paid state. This button starts a wizard which allows the user to update non-legal fields of the invoice:
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* Source Document
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* Reference/Description
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* Payment terms (update allowed only to a payment term with same number of terms of the same amount and on invoices without any payment)
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* Bank Account
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* Salesman
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* Notes
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* Description of invoice lines
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""",
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'author': 'Akretion',
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'website': 'http://www.akretion.com',
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'depends': ['account'],
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'data': [
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'wizard/account_invoice_update_view.xml',
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'views/account_invoice.xml',
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],
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'installable': True,
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}
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31
account_invoice_update_wizard/views/account_invoice.xml
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31
account_invoice_update_wizard/views/account_invoice.xml
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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© 2017 Akretion (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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<openerp>
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<data>
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<record id="invoice_supplier_form" model="ir.ui.view">
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<field name="model">account.invoice</field>
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<field name="inherit_id" ref="account.invoice_supplier_form"/>
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<field name="arch" type="xml">
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<button name="invoice_cancel" position="before">
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<button name="%(account_invoice_update_action)d" type="action" string="Update Invoice" states="open,paid" groups="account.group_account_invoice"/>
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</button>
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</field>
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</record>
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<record id="invoice_form" model="ir.ui.view">
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<field name="model">account.invoice</field>
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<field name="inherit_id" ref="account.invoice_form"/>
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<field name="arch" type="xml">
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<button name="invoice_cancel" position="before">
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<button name="%(account_invoice_update_action)d" type="action" string="Update Invoice" states="open,paid" groups="account.group_account_invoice"/>
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</button>
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</field>
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</record>
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</data>
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</openerp>
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3
account_invoice_update_wizard/wizard/__init__.py
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3
account_invoice_update_wizard/wizard/__init__.py
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# -*- coding: utf-8 -*-
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from . import account_invoice_update
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206
account_invoice_update_wizard/wizard/account_invoice_update.py
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206
account_invoice_update_wizard/wizard/account_invoice_update.py
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# -*- coding: utf-8 -*-
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# © 2017 Akretion (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 openerp import models, fields, api, _
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from openerp.exceptions import Warning as UserError
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import openerp.addons.decimal_precision as dp
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class AccountInvoiceUpdate(models.TransientModel):
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_name = 'account.invoice.update'
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_description = 'Wizard to update non-legal fields of invoice'
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invoice_id = fields.Many2one(
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'account.invoice', string='Invoice', required=True,
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readonly=True)
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type = fields.Selection(related='invoice_id.type', readonly=True)
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company_id = fields.Many2one(
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related='invoice_id.company_id', readonly=True)
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commercial_partner_id = fields.Many2one(
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related='invoice_id.commercial_partner_id', readonly=True)
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user_id = fields.Many2one('res.users', string='Salesperson')
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# I use the same field name as the original invoice field name
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# even if it the name is "bad"
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# Updating payment_term will not work if you use
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# the OCA module account_constraints (you will just get an error)
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payment_term = fields.Many2one(
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'account.payment.term', string='Payment Terms')
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reference = fields.Char(string='Invoice Reference')
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name = fields.Char(string='Reference/Description')
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origin = fields.Char(string='Source Document')
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comment = fields.Text('Additional Information')
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partner_bank_id = fields.Many2one(
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'res.partner.bank', string='Bank Account')
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line_ids = fields.One2many(
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'account.invoice.line.update', 'parent_id', string='Invoice Lines')
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@api.model
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def _simple_fields2update(self):
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'''List boolean, date, datetime, char, text fields'''
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return ['reference', 'name', 'origin', 'comment']
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@api.model
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def _m2o_fields2update(self):
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return ['payment_term', 'user_id', 'partner_bank_id']
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@api.model
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def _prepare_default_get(self, invoice):
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res = {'invoice_id': invoice.id, 'line_ids': []}
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for sfield in self._simple_fields2update():
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res[sfield] = invoice[sfield]
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for m2ofield in self._m2o_fields2update():
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res[m2ofield] = invoice[m2ofield].id or False
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for line in invoice.invoice_line:
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res['line_ids'].append({
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'invoice_line_id': line.id,
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'name': line.name,
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'quantity': line.quantity,
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'price_subtotal': line.price_subtotal,
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})
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return res
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@api.model
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def default_get(self, fields_list):
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res = super(AccountInvoiceUpdate, self).default_get(fields_list)
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assert self._context.get('active_model') == 'account.invoice',\
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'active_model should be account.invoice'
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inv = self.env['account.invoice'].browse(self._context['active_id'])
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res = self._prepare_default_get(inv)
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return res
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@api.onchange('type')
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def type_on_change(self):
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res = {'domain': {}}
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if self.type in ('out_invoice', 'out_refund'):
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res['domain']['partner_bank_id'] =\
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"[('partner_id.ref_companies', 'in', [company_id])]"
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else:
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res['domain']['partner_bank_id'] =\
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"[('partner_id', '=', commercial_partner_id)]"
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return res
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@api.multi
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def _prepare_invoice(self):
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vals = {}
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inv = self.invoice_id
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for sfield in self._simple_fields2update():
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if self[sfield] != inv[sfield]:
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vals[sfield] = self[sfield]
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for m2ofield in self._m2o_fields2update():
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if self[m2ofield] != inv[m2ofield]:
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vals[m2ofield] = self[m2ofield].id or False
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if 'payment_term' in vals:
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pterm_list = self.payment_term.compute(
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value=1, date_ref=inv.date_invoice)[0]
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if pterm_list:
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vals['date_due'] = max(line[0] for line in pterm_list)
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return vals
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@api.model
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def _prepare_invoice_line(self, line):
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vals = {}
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if line.name != line.invoice_line_id.name:
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vals['name'] = line.name
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return vals
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@api.multi
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def _prepare_move(self):
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mvals = {}
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inv = self.invoice_id
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ini_ref = inv.move_id.ref
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ref = inv.reference or inv.name
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if ini_ref != ref:
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mvals['ref'] = ref
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return mvals
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@api.multi
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def _update_payment_term_move(self):
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self.ensure_one()
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inv = self.invoice_id
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if (
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self.payment_term and
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self.payment_term != inv.payment_term and
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inv.move_id and
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inv.move_id.period_id.state == 'draft'):
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# I don't update pay term when the invoice is partially (or fully)
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# paid because if you have a payment term with several lines
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# of the same amount, you would also have to take into account
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# the reconcile marks to put the new maturity date on the right
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# lines
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if inv.payment_ids:
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raise UserError(_(
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"This wizard doesn't support the update of payment "
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"terms on an invoice which is partially or fully "
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"paid."))
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prec = self.env['decimal.precision'].precision_get('Account')
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term_res = self.payment_term.compute(
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inv.amount_total, inv.date_invoice)[0]
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new_pterm = {} # key = int(amount * 100), value = [date1, date2]
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for entry in term_res:
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amount = int(entry[1] * 10 * prec)
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if amount in new_pterm:
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new_pterm[amount].append(entry[0])
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else:
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new_pterm[amount] = [entry[0]]
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mlines = {} # key = int(amount * 100), value : [line1, line2]
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for line in inv.move_id.line_id:
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if line.account_id == inv.account_id:
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amount = int(abs(line.credit - line.debit) * 10 * prec)
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if amount in mlines:
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mlines[amount].append(line)
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else:
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mlines[amount] = [line]
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for iamount, lines in mlines.iteritems():
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if len(lines) != len(new_pterm.get(iamount, [])):
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raise UserError(_(
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"The original payment term '%s' doesn't have the "
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"same terms (number of terms and/or amount) as the "
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"new payment term '%s'. You can only switch to a "
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"payment term that has the same number of terms "
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"with the same amount.") % (
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inv.payment_term.name, self.payment_term.name))
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for line in lines:
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line.date_maturity = new_pterm[iamount].pop()
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@api.multi
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def run(self):
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self.ensure_one()
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inv = self.invoice_id
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updated = False
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# re-write date_maturity on move line
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self._update_payment_term_move()
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ivals = self._prepare_invoice()
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if ivals:
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updated = True
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inv.write(ivals)
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for line in self.line_ids:
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ilvals = self._prepare_invoice_line(line)
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if ilvals:
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updated = True
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line.invoice_line_id.write(ilvals)
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if inv.move_id and inv.move_id.period_id.state == 'draft':
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mvals = self._prepare_move()
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if mvals:
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inv.move_id.write(mvals)
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if updated:
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inv.message_post(_(
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'Non-legal fields of invoice updated via the Invoice Update '
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'wizard.'))
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return True
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class AccountInvoiceLineUpdate(models.TransientModel):
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_name = 'account.invoice.line.update'
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_description = 'Update non-legal fields of invoice lines'
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parent_id = fields.Many2one(
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'account.invoice.update', string='Wizard', ondelete='cascade')
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invoice_line_id = fields.Many2one(
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'account.invoice.line', string='Invoice Line', readonly=True)
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name = fields.Text(string='Description', required=True)
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quantity = fields.Float(
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string='Quantity', digits=dp.get_precision('Product Unit of Measure'),
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readonly=True)
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price_subtotal = fields.Float(
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string='Amount', readonly=True, digits=dp.get_precision('Account'))
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@@ -0,0 +1,54 @@
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<?xml version="1.0" encoding="utf-8"?>
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<!--
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© 2017 Akretion (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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<openerp>
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<data>
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<record id="account_invoice_update_form" model="ir.ui.view">
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<field name="model">account.invoice.update</field>
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<field name="arch" type="xml">
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<form string="Update Invoice Wizard">
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<group name="main">
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<field name="invoice_id" invisible="1"/>
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<field name="type" invisible="1"/>
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<field name="company_id" invisible="1"/>
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<field name="commercial_partner_id" invisible="1"/>
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<field name="reference" attrs="{'invisible': [('type', 'not in', ('in_invoice', 'in_refund'))]}"/>
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<field name="origin"/>
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<field name="name"/>
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<field name="payment_term" widget="selection"/>
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<field name="partner_bank_id"/>
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<field name="user_id"/>
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<field name="comment"/>
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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="invoice_line_id" invisible="1"/>
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<field name="name"/>
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<field name="quantity"/>
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<field name="price_subtotal"/>
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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="run" type="object" class="oe_highlight" string="Update"/>
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or
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<button special="cancel" string="Cancel" class="oe_link"/>
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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_invoice_update_action" model="ir.actions.act_window">
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<field name="name">Invoice Update Wizard</field>
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<field name="res_model">account.invoice.update</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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</data>
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</openerp>
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Reference in New Issue
Block a user