Merge pull request #295 from Tecnativa/9.0-partner_sale_risk

[9.0] [ADD] partner_sale_risk
8 years ago · 6ffa883ce1
11 changed files with 380 additions and 0 deletions
--- a/partner_sale_risk/README.rst
+++ b/partner_sale_risk/README.rst
@ -0,0 +1,60 @@
+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+
+=================
+Partner Sale Risk
+=================
+
+Extends Partner Financial Risk to manage sales orders.
+
+If any limit is exceed the partner gets forbidden to confirm sale orders.
+
+Usage
+=====
+
+To use this module, you need to:
+
+#. Go to *Customers > Financial Risk*
+#. Set limits and choose options to compute in credit limit.
+#. Go to *Sales -> Sales Orders* and create a new Sales Orders.
+
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: https://runbot.odoo-community.org/runbot/134/9.0
+
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues
+<https://github.com/OCA/partner-contact/issues>`_. In case of trouble, please
+check there if your issue has already been reported. If you spotted it first,
+help us smashing it by providing a detailed and welcomed feedback.
+
+
+Credits
+=======
+
+Contributors
+------------
+
+* Carlos Dauden <carlos.dauden@tecnativa.com>
+* Pedro M. Baeza <pedro.baeza@tecnativa.com>
+
+
+Maintainer
+----------
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+This module is maintained by the OCA.
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+To contribute to this module, please visit https://odoo-community.org.
--- a/partner_sale_risk/init.py
+++ b/partner_sale_risk/init.py
@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import models
--- a/partner_sale_risk/openerp.py
+++ b/partner_sale_risk/openerp.py
@ -0,0 +1,19 @@
+# -*- coding: utf-8 -*-
+# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Partner Sale Risk',
+    'summary': 'Manage partner risk in sales orders',
+    'version': '9.0.1.0.0',
+    'category': 'Sales Management',
+    'license': 'AGPL-3',
+    'author': 'Tecnativa, Odoo Community Association (OCA)',
+    'website': 'https://www.tecnativa.com',
+    'depends': ['sale', 'partner_financial_risk'],
+    'data': [
+        'views/res_partner_view.xml',
+        'views/sale_view.xml',
+    ],
+    'installable': True,
+}
--- a/partner_sale_risk/i18n/es.po
+++ b/partner_sale_risk/i18n/es.po
@ -0,0 +1,89 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# * partner_sale_risk
+#
+# Translators:
+# Carlos Dauden <carlos.dauden@tecnativa.com>, 2017
+msgid ""
+msgstr ""
+"Project-Id-Version: partner-contact (9.0)\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2017-05-29 13:25+0200\n"
+"PO-Revision-Date: 2017-05-29 13:31+0200\n"
+"Last-Translator: Carlos Dauden <carlos.dauden@tecnativa.com>\n"
+"Language-Team: Spanish (http://www.transifex.com/oca/OCA-partner-contact-9-0/"
+"language/es/)\n"
+"Language: es\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: nplurals=2; plural=(n != 1);\n"
+"X-Generator: Poedit 1.8.7.1\n"
+
+#. module: partner_sale_risk
+#: code:addons/partner_sale_risk/models/sale.py:42
+#, python-format
+msgid "Financial risk exceeded.\n"
+msgstr "Riesgo financiero excedido.\n"
+
+#. module: partner_sale_risk
+#: model:ir.model.fields,help:partner_sale_risk.field_res_partner_risk_sale_order_include
+msgid "Full risk computation"
+msgstr "Cómputo de riesgo total"
+
+#. module: partner_sale_risk
+#: model:ir.model.fields,field_description:partner_sale_risk.field_res_partner_risk_sale_order_include
+msgid "Include Sales Orders"
+msgstr "Incluir pedidos de venta"
+
+#. module: partner_sale_risk
+#: model:ir.model.fields,field_description:partner_sale_risk.field_sale_order_invoice_amount
+msgid "Invoice amount"
+msgstr "Importe factura"
+
+#. module: partner_sale_risk
+#: model:ir.model.fields,field_description:partner_sale_risk.field_sale_order_invoice_pending_amount
+msgid "Invoice pending amount"
+msgstr "Pendiente de facturar"
+
+#. module: partner_sale_risk
+#: model:ir.model.fields,field_description:partner_sale_risk.field_res_partner_risk_sale_order_limit
+msgid "Limit Sales Orders"
+msgstr "Límite en pedidos"
+
+#. module: partner_sale_risk
+#: model:ir.model,name:partner_sale_risk.model_res_partner
+msgid "Partner"
+msgstr "Empresa"
+
+#. module: partner_sale_risk
+#: model:ir.model,name:partner_sale_risk.model_sale_order
+msgid "Sales Order"
+msgstr "Pedido de venta"
+
+#. module: partner_sale_risk
+#: model:ir.model.fields,help:partner_sale_risk.field_res_partner_risk_sale_order_limit
+msgid "Set 0 if it is not locked"
+msgstr "Establece 0 si no está bloqueado"
+
+#. module: partner_sale_risk
+#: code:addons/partner_sale_risk/models/sale.py:51
+#, python-format
+msgid "This sale order exceeds the financial risk.\n"
+msgstr "Este pedido excede el riesgo financiero.\n"
+
+#. module: partner_sale_risk
+#: code:addons/partner_sale_risk/models/sale.py:46
+#, python-format
+msgid "This sale order exceeds the sales orders risk.\n"
+msgstr "Este pedido excede el riesgo en pedidos.\n"
+
+#. module: partner_sale_risk
+#: model:ir.model.fields,field_description:partner_sale_risk.field_res_partner_risk_sale_order
+msgid "Total Sales Orders Not Invoiced"
+msgstr "Total de pedidos de venta no facturados"
+
+#. module: partner_sale_risk
+#: model:ir.model.fields,help:partner_sale_risk.field_res_partner_risk_sale_order
+msgid "Total not invoiced of sales orders in Sale Order state"
+msgstr "Total no facturado"
--- a/partner_sale_risk/models/init.py
+++ b/partner_sale_risk/models/init.py
@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+
+from . import sale
+from . import res_partner
--- a/partner_sale_risk/models/res_partner.py
+++ b/partner_sale_risk/models/res_partner.py
@ -0,0 +1,42 @@
+# -*- coding: utf-8 -*-
+# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from openerp import api, fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    risk_sale_order_include = fields.Boolean(
+        string='Include Sales Orders', help='Full risk computation')
+    risk_sale_order_limit = fields.Monetary(
+        string='Limit Sales Orders', help='Set 0 if it is not locked')
+    risk_sale_order = fields.Monetary(
+        compute='_compute_risk_sale_order', store=True,
+        string='Total Sales Orders Not Invoiced',
+        help='Total not invoiced of sales orders in Sale Order state')
+
+    @api.multi
+    @api.depends('sale_order_ids', 'sale_order_ids.invoice_pending_amount',
+                 'child_ids.sale_order_ids',
+                 'child_ids.sale_order_ids.invoice_pending_amount')
+    def _compute_risk_sale_order(self):
+        customers = self.filtered('customer')
+        partners = customers | customers.mapped('child_ids')
+        orders_group = self.env['sale.order'].read_group(
+            [('state', '=', 'sale'), ('partner_id', 'in', partners.ids)],
+            ['partner_id', 'invoice_pending_amount'],
+            ['partner_id'])
+        for partner in customers:
+            partner_ids = (partner | partner.child_ids).ids
+            partner.risk_sale_order = sum(
+                [x['invoice_pending_amount']
+                 for x in orders_group if x['partner_id'][0] in partner_ids])
+
+    @api.model
+    def _risk_field_list(self):
+        res = super(ResPartner, self)._risk_field_list()
+        res.append(('risk_sale_order', 'risk_sale_order_limit',
+                    'risk_sale_order_include'))
+        return res
--- a/partner_sale_risk/models/sale.py
+++ b/partner_sale_risk/models/sale.py
@ -0,0 +1,60 @@
+# -*- coding: utf-8 -*-
+# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from openerp import api, fields, models, _
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    invoice_amount = fields.Monetary(
+        compute='_compute_invoice_amount', store=True)
+    invoice_pending_amount = fields.Monetary(
+        compute='_compute_invoice_amount', store=True)
+
+    @api.multi
+    @api.depends('state', 'order_line.invoice_lines.invoice_id.amount_total')
+    def _compute_invoice_amount(self):
+        AccountInvoice = self.env['account.invoice']
+        for order in self.filtered(lambda x: x.state == 'sale'):
+            invoice_ids = order.order_line.mapped(
+                'invoice_lines.invoice_id').ids
+            if not invoice_ids:
+                order.invoice_pending_amount = order.amount_total
+                continue
+            amount = AccountInvoice.read_group(
+                [('id', 'in', invoice_ids),
+                 ('type', 'in', ['out_invoice', 'out_refund'])],
+                ['amount_total'],
+                []
+            )[0]['amount_total']
+            order.invoice_amount = amount
+            if order.amount_total > amount:
+                order.invoice_pending_amount = order.amount_total - amount
+
+    @api.multi
+    def action_confirm(self):
+        if not self.env.context.get('bypass_risk', False):
+            partner = self.partner_id.commercial_partner_id
+            exception_msg = ""
+            if partner.risk_exception:
+                exception_msg = _("Financial risk exceeded.\n")
+            elif partner.risk_sale_order_limit and (
+                    (partner.risk_sale_order + self.amount_total) >
+                    partner.risk_sale_order_limit):
+                exception_msg = _(
+                    "This sale order exceeds the sales orders risk.\n")
+            elif partner.risk_sale_order_include and (
+                    (partner.risk_total + self.amount_total) >
+                    partner.credit_limit):
+                exception_msg = _(
+                    "This sale order exceeds the financial risk.\n")
+            if exception_msg:
+                return self.env['partner.risk.exceeded.wiz'].create({
+                    'exception_msg': exception_msg,
+                    'partner_id': partner.id,
+                    'origin_reference': '%s,%s' % (self._model, self.id),
+                    'continue_method': 'action_confirm',
+                }).action_show()
+        return super(SaleOrder, self).action_confirm()
--- a/partner_sale_risk/tests/init.py
+++ b/partner_sale_risk/tests/init.py
@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import test_partner_sale_risk
--- a/partner_sale_risk/tests/test_partner_sale_risk.py
+++ b/partner_sale_risk/tests/test_partner_sale_risk.py
@ -0,0 +1,63 @@
+# -*- coding: utf-8 -*-
+# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from openerp.tests.common import SavepointCase
+
+
+class TestPartnerSaleRisk(SavepointCase):
+    @classmethod
+    def setUpClass(cls):
+        super(TestPartnerSaleRisk, cls).setUpClass()
+        cls.env.user.groups_id |= cls.env.ref('base.group_sale_manager')
+        cls.partner = cls.env['res.partner'].create({
+            'name': 'Partner test',
+            'customer': True,
+        })
+        cls.product = cls.env.ref('product.product_product_2')
+        cls.product.invoice_policy = 'order'
+        cls.sale_order = cls.env['sale.order'].create({
+            'partner_id': cls.partner.id,
+            'pricelist_id': cls.env.ref('product.list0').id,
+            'order_line': [(0, 0, {
+                'name': cls.product.name,
+                'product_id': cls.product.id,
+                'product_uom_qty': 1,
+                'product_uom': cls.product.uom_id.id,
+                'price_unit': 100.0})],
+        })
+        cls.env.user.lang = 'en_US'
+
+    def test_sale_order(self):
+        self.sale_order.action_confirm()
+        self.assertAlmostEqual(self.partner.risk_sale_order, 100.0)
+        self.assertFalse(self.partner.risk_exception)
+        self.partner.risk_sale_order_limit = 99.0
+        self.assertTrue(self.partner.risk_exception)
+        sale_order2 = self.sale_order.copy()
+        wiz_dic = sale_order2.action_confirm()
+        wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id'])
+        self.assertEqual(wiz.exception_msg, "Financial risk exceeded.\n")
+        self.partner.risk_sale_order_limit = 150.0
+        wiz_dic = sale_order2.action_confirm()
+        wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id'])
+        self.assertEqual(wiz.exception_msg,
+                         "This sale order exceeds the sales orders risk.\n")
+        self.partner.risk_sale_order_limit = 0.0
+        self.partner.risk_sale_order_include = True
+        self.partner.credit_limit = 100.0
+        wiz_dic = sale_order2.action_confirm()
+        wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id'])
+        self.assertEqual(wiz.exception_msg,
+                         "This sale order exceeds the financial risk.\n")
+        self.assertTrue(self.partner.risk_allow_edit)
+        wiz.button_continue()
+        self.assertAlmostEqual(self.partner.risk_sale_order, 200.0)
+
+    def test_invoice_amount(self):
+        self.sale_order.action_confirm()
+        self.assertAlmostEqual(self.sale_order.invoice_pending_amount, 100.0)
+        self.assertAlmostEqual(self.sale_order.invoice_amount, 0.0)
+        self.sale_order.action_invoice_create()
+        self.assertAlmostEqual(self.sale_order.invoice_pending_amount, 0.0)
+        self.assertAlmostEqual(self.sale_order.invoice_amount, 100.0)
--- a/partner_sale_risk/views/res_partner_view.xml
+++ b/partner_sale_risk/views/res_partner_view.xml
@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!-- © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl-3). -->
+<odoo>
+    <record id="res_partner_view_risk" model="ir.ui.view">
+        <field name="name">res.partner.view.risk</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="partner_financial_risk.res_partner_view_risk"/>
+        <field name="arch" type="xml">
+            <field name="risk_invoice_draft_include" position="before">
+                <field name="risk_sale_order_include"
+                       attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+                <field name="risk_sale_order" nolabel="1"/>
+            </field>
+            <field name="risk_invoice_draft_limit" position="before">
+                <field name="risk_sale_order_limit"
+                       attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+            </field>
+        </field>
+    </record>
+</odoo>
--- a/partner_sale_risk/views/sale_view.xml
+++ b/partner_sale_risk/views/sale_view.xml
@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!-- © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl-3). -->
+<odoo>
+    <record id="view_order_form_invoice_amount" model="ir.ui.view">
+        <field name="name">sale.order.form.invoice.amount</field>
+        <field name="model">sale.order</field>
+        <field name="inherit_id" ref="sale.view_order_form"/>
+        <field name="arch" type="xml">
+                <field name="fiscal_position_id" position="after">
+                    <field name="invoice_amount"/>
+                    <field name="invoice_pending_amount"/>
+                </field>
+        </field>
+    </record>
+</odoo>