diff --git a/account_invoice_update_wizard/__init__.py b/account_invoice_update_wizard/__init__.py new file mode 100644 index 0000000..3b4c3ed --- /dev/null +++ b/account_invoice_update_wizard/__init__.py @@ -0,0 +1,3 @@ +# -*- coding: utf-8 -*- + +from . import wizard diff --git a/account_invoice_update_wizard/__openerp__.py b/account_invoice_update_wizard/__openerp__.py new file mode 100644 index 0000000..71e396b --- /dev/null +++ b/account_invoice_update_wizard/__openerp__.py @@ -0,0 +1,34 @@ +# -*- coding: utf-8 -*- +# © 2017 Akretion (Alexis de Lattre ) +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +{ + 'name': 'Account Invoice Update Wizard', + 'version': '8.0.1.0.0', + 'category': 'Accounting & Finance', + 'license': 'AGPL-3', + 'summary': 'Wizard to update non-legal fields of an open/paid invoice', + 'description': """ +Account Invoice Update Wizard +============================= + +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: + +* Source Document +* Reference/Description +* Payment terms (update allowed only to a payment term with same number of terms of the same amount and on invoices without any payment) +* Bank Account +* Salesman +* Notes +* Description of invoice lines + + """, + 'author': 'Akretion', + 'website': 'http://www.akretion.com', + 'depends': ['account'], + 'data': [ + 'wizard/account_invoice_update_view.xml', + 'views/account_invoice.xml', + ], + 'installable': True, +} diff --git a/account_invoice_update_wizard/views/account_invoice.xml b/account_invoice_update_wizard/views/account_invoice.xml new file mode 100644 index 0000000..5d779f4 --- /dev/null +++ b/account_invoice_update_wizard/views/account_invoice.xml @@ -0,0 +1,31 @@ + + + + + + + + account.invoice + + + + + + + + account.invoice + + + + + + + + diff --git a/account_invoice_update_wizard/wizard/__init__.py b/account_invoice_update_wizard/wizard/__init__.py new file mode 100644 index 0000000..f66fb84 --- /dev/null +++ b/account_invoice_update_wizard/wizard/__init__.py @@ -0,0 +1,3 @@ +# -*- coding: utf-8 -*- + +from . import account_invoice_update diff --git a/account_invoice_update_wizard/wizard/account_invoice_update.py b/account_invoice_update_wizard/wizard/account_invoice_update.py new file mode 100644 index 0000000..7d4eff2 --- /dev/null +++ b/account_invoice_update_wizard/wizard/account_invoice_update.py @@ -0,0 +1,206 @@ +# -*- coding: utf-8 -*- +# © 2017 Akretion (Alexis de Lattre ) +# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). + +from openerp import models, fields, api, _ +from openerp.exceptions import Warning as UserError +import openerp.addons.decimal_precision as dp + + +class AccountInvoiceUpdate(models.TransientModel): + _name = 'account.invoice.update' + _description = 'Wizard to update non-legal fields of invoice' + + invoice_id = fields.Many2one( + 'account.invoice', string='Invoice', required=True, + readonly=True) + type = fields.Selection(related='invoice_id.type', readonly=True) + company_id = fields.Many2one( + related='invoice_id.company_id', readonly=True) + commercial_partner_id = fields.Many2one( + related='invoice_id.commercial_partner_id', readonly=True) + user_id = fields.Many2one('res.users', string='Salesperson') + # I use the same field name as the original invoice field name + # even if it the name is "bad" + # Updating payment_term will not work if you use + # the OCA module account_constraints (you will just get an error) + payment_term = fields.Many2one( + 'account.payment.term', string='Payment Terms') + reference = fields.Char(string='Invoice Reference') + name = fields.Char(string='Reference/Description') + origin = fields.Char(string='Source Document') + comment = fields.Text('Additional Information') + partner_bank_id = fields.Many2one( + 'res.partner.bank', string='Bank Account') + line_ids = fields.One2many( + 'account.invoice.line.update', 'parent_id', string='Invoice Lines') + + @api.model + def _simple_fields2update(self): + '''List boolean, date, datetime, char, text fields''' + return ['reference', 'name', 'origin', 'comment'] + + @api.model + def _m2o_fields2update(self): + return ['payment_term', 'user_id', 'partner_bank_id'] + + @api.model + def _prepare_default_get(self, invoice): + res = {'invoice_id': invoice.id, 'line_ids': []} + for sfield in self._simple_fields2update(): + res[sfield] = invoice[sfield] + for m2ofield in self._m2o_fields2update(): + res[m2ofield] = invoice[m2ofield].id or False + for line in invoice.invoice_line: + res['line_ids'].append({ + 'invoice_line_id': line.id, + 'name': line.name, + 'quantity': line.quantity, + 'price_subtotal': line.price_subtotal, + }) + return res + + @api.model + def default_get(self, fields_list): + res = super(AccountInvoiceUpdate, self).default_get(fields_list) + assert self._context.get('active_model') == 'account.invoice',\ + 'active_model should be account.invoice' + inv = self.env['account.invoice'].browse(self._context['active_id']) + res = self._prepare_default_get(inv) + return res + + @api.onchange('type') + def type_on_change(self): + res = {'domain': {}} + if self.type in ('out_invoice', 'out_refund'): + res['domain']['partner_bank_id'] =\ + "[('partner_id.ref_companies', 'in', [company_id])]" + else: + res['domain']['partner_bank_id'] =\ + "[('partner_id', '=', commercial_partner_id)]" + return res + + @api.multi + def _prepare_invoice(self): + vals = {} + inv = self.invoice_id + for sfield in self._simple_fields2update(): + if self[sfield] != inv[sfield]: + vals[sfield] = self[sfield] + for m2ofield in self._m2o_fields2update(): + if self[m2ofield] != inv[m2ofield]: + vals[m2ofield] = self[m2ofield].id or False + if 'payment_term' in vals: + pterm_list = self.payment_term.compute( + value=1, date_ref=inv.date_invoice)[0] + if pterm_list: + vals['date_due'] = max(line[0] for line in pterm_list) + return vals + + @api.model + def _prepare_invoice_line(self, line): + vals = {} + if line.name != line.invoice_line_id.name: + vals['name'] = line.name + return vals + + @api.multi + def _prepare_move(self): + mvals = {} + inv = self.invoice_id + ini_ref = inv.move_id.ref + ref = inv.reference or inv.name + if ini_ref != ref: + mvals['ref'] = ref + return mvals + + @api.multi + def _update_payment_term_move(self): + self.ensure_one() + inv = self.invoice_id + if ( + self.payment_term and + self.payment_term != inv.payment_term and + inv.move_id and + inv.move_id.period_id.state == 'draft'): + # I don't update pay term when the invoice is partially (or fully) + # paid because if you have a payment term with several lines + # of the same amount, you would also have to take into account + # the reconcile marks to put the new maturity date on the right + # lines + if inv.payment_ids: + raise UserError(_( + "This wizard doesn't support the update of payment " + "terms on an invoice which is partially or fully " + "paid.")) + prec = self.env['decimal.precision'].precision_get('Account') + term_res = self.payment_term.compute( + inv.amount_total, inv.date_invoice)[0] + new_pterm = {} # key = int(amount * 100), value = [date1, date2] + for entry in term_res: + amount = int(entry[1] * 10 * prec) + if amount in new_pterm: + new_pterm[amount].append(entry[0]) + else: + new_pterm[amount] = [entry[0]] + mlines = {} # key = int(amount * 100), value : [line1, line2] + for line in inv.move_id.line_id: + if line.account_id == inv.account_id: + amount = int(abs(line.credit - line.debit) * 10 * prec) + if amount in mlines: + mlines[amount].append(line) + else: + mlines[amount] = [line] + for iamount, lines in mlines.iteritems(): + if len(lines) != len(new_pterm.get(iamount, [])): + raise UserError(_( + "The original payment term '%s' doesn't have the " + "same terms (number of terms and/or amount) as the " + "new payment term '%s'. You can only switch to a " + "payment term that has the same number of terms " + "with the same amount.") % ( + inv.payment_term.name, self.payment_term.name)) + for line in lines: + line.date_maturity = new_pterm[iamount].pop() + + @api.multi + def run(self): + self.ensure_one() + inv = self.invoice_id + updated = False + # re-write date_maturity on move line + self._update_payment_term_move() + ivals = self._prepare_invoice() + if ivals: + updated = True + inv.write(ivals) + for line in self.line_ids: + ilvals = self._prepare_invoice_line(line) + if ilvals: + updated = True + line.invoice_line_id.write(ilvals) + if inv.move_id and inv.move_id.period_id.state == 'draft': + mvals = self._prepare_move() + if mvals: + inv.move_id.write(mvals) + if updated: + inv.message_post(_( + 'Non-legal fields of invoice updated via the Invoice Update ' + 'wizard.')) + return True + + +class AccountInvoiceLineUpdate(models.TransientModel): + _name = 'account.invoice.line.update' + _description = 'Update non-legal fields of invoice lines' + + parent_id = fields.Many2one( + 'account.invoice.update', string='Wizard', ondelete='cascade') + invoice_line_id = fields.Many2one( + 'account.invoice.line', string='Invoice Line', readonly=True) + name = fields.Text(string='Description', required=True) + quantity = fields.Float( + string='Quantity', digits=dp.get_precision('Product Unit of Measure'), + readonly=True) + price_subtotal = fields.Float( + string='Amount', readonly=True, digits=dp.get_precision('Account')) diff --git a/account_invoice_update_wizard/wizard/account_invoice_update_view.xml b/account_invoice_update_wizard/wizard/account_invoice_update_view.xml new file mode 100644 index 0000000..5da5814 --- /dev/null +++ b/account_invoice_update_wizard/wizard/account_invoice_update_view.xml @@ -0,0 +1,54 @@ + + + + + + + + account.invoice.update + +
+ + + + + + + + + + + + + + + + + + + + + + + +
+
+
+ + + + + Invoice Update Wizard + account.invoice.update + form + new + + + +