[NEW] partner_sale_risk: New module from split partner_financial_risk

9 years ago · 7a13984876
13 changed files with 316 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 +1,4 @@
+# -*- coding: utf-8 -*-
+
+from . import models
+from . import wizard
--- a/partner_sale_risk/openerp.py
+++ b/partner_sale_risk/openerp.py
@ -0,0 +1,20 @@
+# -*- 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',
+        'wizard/sale_order_risk_exceeded_view.xml',
+    ],
+    'installable': True,
+}
--- a/partner_sale_risk/models/init.py
+++ b/partner_sale_risk/models/init.py
@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+
+from . import res_partner
+from . import sale
--- a/partner_sale_risk/models/res_partner.py
+++ b/partner_sale_risk/models/res_partner.py
@ -0,0 +1,32 @@
+# -*- 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')
+    def _compute_risk_sale_order(self):
+        for partner in self:
+            partner.risk_sale_order = sum(
+                partner.sale_order_ids.mapped('invoice_pending_amount'))
+
+    @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 +1,56 @@
+# -*- 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):
+        for order in self.filtered(lambda x: x.state == 'sale'):
+            order.invoice_amount = sum(
+                order.invoice_ids.mapped('amount_total'))
+            order.invoice_pending_amount = (
+                order.amount_total - order.invoice_amount)
+
+    @api.multi
+    def action_confirm(self):
+        if not self.env.context.get('bypass_risk', False):
+            partner = self.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:
+                wizard = self.env['sale.order.risk.exceeded'].create({
+                    'exception_msg': exception_msg,
+                    'partner_id': partner.id,
+                    'amount': self.amount_total})
+                return {
+                    'type': 'ir.actions.act_window',
+                    'name': _('Partner risk exceeded'),
+                    'res_model': wizard._name,
+                    'res_id': wizard.id,
+                    'view_type': 'form',
+                    'view_mode': 'form',
+                    'target': 'new',
+                }
+        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_financial_risk
--- a/partner_sale_risk/tests/test_partner_financial_risk.py
+++ b/partner_sale_risk/tests/test_partner_financial_risk.py
@ -0,0 +1,48 @@
+# -*- 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 fields
+from openerp.tests.common import TransactionCase
+
+
+class TestPartnerFinancialRisk(TransactionCase):
+    def setUp(self):
+        super(TestPartnerFinancialRisk, self).setUp()
+        self.partner = self.env['res.partner'].create({
+            'name': 'Partner test',
+            'customer': True,
+        })
+        self.product = self.env.ref('product.product_product_2')
+        self.product.invoice_policy = 'order'
+        self.sale_order = self.env['sale.order'].create({
+            'partner_id': self.partner.id,
+            'pricelist_id': self.env.ref('product.list0').id,
+            'order_line': [(0, 0, {
+                'name': self.product.name,
+                'product_id': self.product.id,
+                'product_uom_qty': 1,
+                'product_uom': self.product.uom_id.id,
+                'price_unit': 100.0})],
+        })
+
+    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
+        self.assertTrue(self.partner.risk_exception)
+        self.partner.risk_sale_order_limit = 0.0
+
+        invoice_so_id = self.sale_order.action_invoice_create()
+        self.assertAlmostEqual(self.partner.risk_invoice_draft, 100.0)
+        invoice_so = self.env['account.invoice'].browse(invoice_so_id)
+        invoice_so.date_due = fields.Date.today()
+        invoice_so.signal_workflow('invoice_open')
+        self.assertAlmostEqual(self.partner.risk_invoice_open, 100.0)
+
+        self.partner.risk_invoice_open_include = True
+        self.assertAlmostEqual(self.partner.risk_total, 100.0)
+        self.assertTrue(self.partner.risk_exception)
+        self.partner.credit_limit = 100.0
+        self.assertFalse(self.partner.risk_exception)
--- 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="priority" eval="20"/>
+        <field name="groups_id" eval="[(4, ref('base.group_sale_salesman'))]"/>
+        <field name="arch" type="xml">
+            <field name="risk_invoice_draft_include" position="before">
+                <field name="risk_sale_order_include"/>
+                <field name="risk_sale_order" nolabel="1"/>
+            </field>
+            <field name="risk_invoice_draft_limit" position="before">
+                <field name="risk_sale_order_limit"/>
+            </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>
--- a/partner_sale_risk/wizard/init.py
+++ b/partner_sale_risk/wizard/init.py
@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import sale_order_risk_exceeded
--- a/partner_sale_risk/wizard/sale_order_risk_exceeded.py
+++ b/partner_sale_risk/wizard/sale_order_risk_exceeded.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).
+
+from openerp import api, fields, models
+
+
+class SaleOrderRiskExceeded(models.TransientModel):
+    _name = 'sale.order.risk.exceeded'
+
+    partner_id = fields.Many2one(
+        comodel_name='res.partner', readonly=True, string='Customer')
+    exception_msg = fields.Text(readonly=True)
+
+    @api.multi
+    def button_continue(self):
+        self.ensure_one()
+        so = self.env['sale.order'].browse(self.env.context['active_id'])
+        return so.with_context(bypass_risk=True).action_confirm()
--- a/partner_sale_risk/wizard/sale_order_risk_exceeded_view.xml
+++ b/partner_sale_risk/wizard/sale_order_risk_exceeded_view.xml
@ -0,0 +1,30 @@
+<?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="sale_order_risk_exceeded_view" model="ir.ui.view">
+        <field name="name">Partner risk exceeded</field>
+        <field name="model">sale.order.risk.exceeded</field>
+        <field name="arch" type="xml">
+            <form string="">
+                <p>The partner has exceeded his risk</p>
+                <field name="exception_msg" colspan="2" nolabel="1"/>
+                <group>
+                    <field name="partner_id"/>
+                </group>
+                <footer>
+                    <button string="Continue"
+                            class="oe_highlight"
+                            name="button_continue"
+                            type="object"
+                            groups=""
+                            />
+                    <button string="Cancel"
+                            class="oe_link"
+                            special="cancel"
+                            />
+                </footer>
+            </form>
+        </field>
+    </record>
+</odoo>