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Merge pull request #391 from open-synergy/8.0-partner_sale_risk

[BACKPORT][8.0] partner_sale_risk
pull/463/head
Pedro M. Baeza 8 years ago
committed by GitHub
parent
commit
8874fa8b19
  1. 61
      partner_sale_risk/README.rst
  2. 3
      partner_sale_risk/__init__.py
  3. 19
      partner_sale_risk/__openerp__.py
  4. 4
      partner_sale_risk/models/__init__.py
  5. 43
      partner_sale_risk/models/res_partner.py
  6. 65
      partner_sale_risk/models/sale.py
  7. 5
      partner_sale_risk/tests/__init__.py
  8. 147
      partner_sale_risk/tests/test_partner_sale_risk.py
  9. 23
      partner_sale_risk/views/res_partner_view.xml
  10. 18
      partner_sale_risk/views/sale_view.xml

61
partner_sale_risk/README.rst

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.. 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/134/8.0
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>
* Andhitia Rama <andhitia.r@gmail.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.

3
partner_sale_risk/__init__.py

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# -*- coding: utf-8 -*-
from . import models

19
partner_sale_risk/__openerp__.py

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# -*- 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': '8.0.1.0.0',
'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,
}

4
partner_sale_risk/models/__init__.py

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# -*- coding: utf-8 -*-
from . import res_partner
from . import sale

43
partner_sale_risk/models/res_partner.py

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# -*- 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.Float(
string='Limit Sales Orders', help='Set 0 if it is not locked')
risk_sale_order = fields.Float(
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', 'not in', ['draft', 'sent', 'cancel', 'done']),
('partner_id', 'in', partners.ids)],
['partner_id', 'invoice_pending_amount'],
['partner_id'])
for partner in customers:
partner_ids = (partner | partner.mapped('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

65
partner_sale_risk/models/sale.py

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# -*- 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.Float(
compute='_compute_invoice_amount', store=True)
invoice_pending_amount = fields.Float(
compute='_compute_invoice_amount', store=True)
@api.multi
@api.depends('state',
'invoice_ids',
'invoice_ids.amount_total',
'order_line.invoice_lines.invoice_id.amount_total')
def _compute_invoice_amount(self):
AccountInvoice = self.env['account.invoice']
for order in self:
order.invoice_pending_amount = order.amount_total
invoice_ids = order.order_line.mapped('invoice_lines').mapped(
'invoice_id').ids
invoice_ids += order.mapped('invoice_ids').ids
if not invoice_ids:
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_button_confirm(self):
if not self.env.context.get('bypass_risk', False):
for order in self:
partner = order.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_button_confirm',
}).action_show()
return super(SaleOrder, self).action_button_confirm()

5
partner_sale_risk/tests/__init__.py

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# -*- coding: utf-8 -*-
# Copyright 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import test_partner_sale_risk

147
partner_sale_risk/tests/test_partner_sale_risk.py

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# -*- 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 TransactionCase
class TestPartnerSaleRisk(TransactionCase):
def setUp(self):
super(TestPartnerSaleRisk, self).setUp()
self.env.user.groups_id |= self.env.ref('base.group_sale_manager')
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})],
})
self.wizard = self.env[
"sale.advance.payment.inv"]
def test_sale_order_1(self):
"""
Scenario:
* 1 sale order @ 100 EUR
* Manual invoice policy
* Invoice all
* Risk sale order not include
* No invoice risk
Expected result:
* Sale order can be confirm
* Invoice can be validate
"""
self.sale_order.action_button_confirm()
self.assertEqual(
self.sale_order.state,
"manual")
wizard = self.wizard.with_context({
"active_ids": [self.sale_order.id]}).\
create({
"advance_payment_method": "all"})
wizard.create_invoices()
self.sale_order.invoice_ids.signal_workflow("invoice_open")
def test_sale_order_2(self):
"""
Scenario:
* 1 sale order @ 100 EUR
* Manual invoice policy
* Invoice all
* Sale Order Limit == 75 EUR
* Risk sale order not include
* No invoice risk
Expected result:
* Sale order exceeds the sale order risk raised
"""
self.partner.write({
"risk_sale_order_limit": 75.0,
"credit_limit": 150.0,
})
wiz_dic = self.sale_order.action_button_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")
def test_sale_order_3(self):
"""
Scenario:
* 1 sale order @ 100 EUR
* Manual invoice policy
* Invoice all
* Sale Order Limit == 100 EUR
* Credit Limit == 75 EUR
* Risk sale order include
* No invoice risk
Expected result:
* Sale order exceeds the financial risk raised
"""
self.partner.write({
"risk_sale_order_limit": 115.0,
"credit_limit": 75.0,
"risk_sale_order_include": True,
})
wiz_dic = self.sale_order.action_button_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")
def test_sale_order_4(self):
"""
Scenario:
* Sale Order Limit == 100 EUR
* Credit Limit == 75 EUR
* Risk sale order include
* Invoice draft include
* Sale order #1 @ 100 EUR
* Manual invoice policy
* Invoice percentace 0.75
* Sale order #2 @ 100 EUR
* Confirm using bypass risk
* Sale order #3 @ 100 EUR
* Confirm using bypass risk
Expected result:
* Financial risk exceeded raised
"""
self.partner.write({
"risk_sale_order_limit": 150.0,
"credit_limit": 100.0,
"risk_sale_order_include": True,
"risk_invoice_draft_include": True,
})
self.sale_order.action_button_confirm()
self.assertEqual(
self.sale_order.state,
"manual")
sale_order2 = self.sale_order.copy()
sale_order2.order_line[0].write({'price_unit': 10.0})
sale_order2.with_context(bypass_risk=True).action_button_confirm()
self.assertTrue(
self.sale_order.partner_id.risk_exception)
sale_order3 = self.sale_order.copy()
sale_order3.order_line[0].write({'price_unit': 10.0})
wiz_dic = sale_order3.with_context(
bypass_risk=False).action_button_confirm()
wiz = self.env[wiz_dic['res_model']].browse(wiz_dic['res_id'])
self.assertEqual(
wiz.exception_msg,
"Financial risk exceeded.\n")

23
partner_sale_risk/views/res_partner_view.xml

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<?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). -->
<openerp>
<data>
<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>
</data>
</openerp>

18
partner_sale_risk/views/sale_view.xml

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<?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). -->
<openerp>
<data>
<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" position="after">
<field name="invoice_amount"/>
<field name="invoice_pending_amount"/>
</field>
</field>
</record>
</data>
</openerp>
|||||||
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