Merge pull request #367 from Tecnativa/9.0-partner_payment_return_risk

[9.0][ADD] partner_payment_return_risk: New module

oca_dependencies.txt

@@ -1 +1,2 @@
+account-payment
 product-attribute

partner_payment_return_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 Payment Return Risk
+===========================
+
+Extends Partner Financial Risk to manage payments returns.
+
+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.
+#. Create an invoice and pay it.
+#. Create a payment return.
+#. 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
+=======
+
+Images
+------
+
+* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
+
+Contributors
+------------
+
+* Carlos Dauden - Tecnativa <carlos.dauden@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.

partner_payment_return_risk/__init__.py

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

partner_payment_return_risk/__openerp__.py

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+# -*- coding: utf-8 -*-
+# © 2016 Carlos Dauden - Tecnativa <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+{
+    'name': 'Partner Payment Return Risk',
+    'version': '9.0.1.0.0',
+    'author': 'Tecnativa, '
+              'Odoo Community Association (OCA)',
+    'category': 'Sales Management',
+    'license': 'AGPL-3',
+    'depends': [
+        'partner_financial_risk',
+        'account_payment_return',
+    ],
+    'data': [
+        'views/res_partner_view.xml',
+    ],
+    'installable': True,
+}

partner_payment_return_risk/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* partner_payment_return_risk
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 9.0c\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2017-01-10 18:34+0100\n"
+"PO-Revision-Date: 2017-01-10 18:40+0100\n"
+"Language-Team: \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"
+"Last-Translator: Carlos Dauden <carlos.dauden@tecnativa.com>\n"
+"Language: es_ES\n"
+
+#. module: partner_payment_return_risk
+#: model:ir.model.fields,help:partner_payment_return_risk.field_res_partner_risk_payment_return_include
+msgid "Full risk computation"
+msgstr "Cálculo de riesgo completo"
+
+#. module: partner_payment_return_risk
+#: model:ir.model.fields,field_description:partner_payment_return_risk.field_res_partner_risk_payment_return_include
+msgid "Include Payments Returns"
+msgstr "Incluir pagos devueltos"
+
+#. module: partner_payment_return_risk
+#: model:ir.model.fields,field_description:partner_payment_return_risk.field_res_partner_risk_payment_return_limit
+msgid "Limit Payments Returns"
+msgstr "Límite en pagos devueltos"
+
+#. module: partner_payment_return_risk
+#: model:ir.model,name:partner_payment_return_risk.model_res_partner
+msgid "Partner"
+msgstr "Empresa"
+
+#. module: partner_payment_return_risk
+#: model:ir.model.fields,help:partner_payment_return_risk.field_res_partner_risk_payment_return_limit
+msgid "Set 0 if it is not locked"
+msgstr "Establece 0 si no está bloqueado"
+
+#. module: partner_payment_return_risk
+#: model:ir.model.fields,field_description:partner_payment_return_risk.field_res_partner_risk_payment_return
+msgid "Total Returned Invoices"
+msgstr "Total facturas devueltas"
+
+#. module: partner_payment_return_risk
+#: model:ir.model.fields,help:partner_payment_return_risk.field_res_partner_risk_payment_return
+msgid "Total returned invoices in Open state"
+msgstr "Total facturas devueltas en estado abierto"

partner_payment_return_risk/models/__init__.py

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

partner_payment_return_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_payment_return_include = fields.Boolean(
+        string='Include Payments Returns', help='Full risk computation')
+    risk_payment_return_limit = fields.Monetary(
+        string='Limit Payments Returns', help='Set 0 if it is not locked')
+    risk_payment_return = fields.Monetary(
+        compute='_compute_risk_payment_return', store=True,
+        string='Total Returned Invoices',
+        help='Total returned invoices in Open state')
+
+    @api.multi
+    @api.depends('invoice_ids.state', 'invoice_ids.returned_payment')
+    def _compute_risk_payment_return(self):
+        AccountInvoice = self.env['account.invoice']
+        for partner in self:
+            partner.risk_payment_return = AccountInvoice.read_group(
+                [('partner_id', '=', partner.id),
+                 ('returned_payment', '=', True),
+                 ('state', '=', 'open'),
+                 ],
+                ['residual'],
+                []
+            )[0]['residual']
+
+    @api.model
+    def _risk_field_list(self):
+        res = super(ResPartner, self)._risk_field_list()
+        res.append(('risk_payment_return', 'risk_payment_return_limit',
+                    'risk_payment_return_include'))
+        return res

partner_payment_return_risk/tests/__init__.py

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+# -*- coding: utf-8 -*-
+# Copyright 2017 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import test_payment_return_risk

partner_payment_return_risk/tests/test_payment_return_risk.py

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+# -*- coding: utf-8 -*-
+# Copyright 2017 Carlos Dauden <carlos.dauden@tecnativa.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from openerp.tests import common
+
+
+class TestPartnerPaymentReturnRisk(common.SavepointCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super(TestPartnerPaymentReturnRisk, cls).setUpClass()
+        cls.partner = cls.env['res.partner'].create({
+            'name': 'Test partner',
+            'risk_payment_return_include': True,
+            'risk_payment_return_limit': 50.0,
+        })
+        cls.user_type = cls.env.ref('account.data_account_type_revenue')
+        cls.invoice = cls.env['account.invoice'].create({
+            'partner_id': cls.partner.id,
+            'invoice_line_ids': [(0, 0, {
+                'name': 'Product Test',
+                'quantity': 1.0,
+                'uom_id': cls.env.ref('product.product_uom_unit').id,
+                'price_unit': 100.0,
+                'account_id': cls.env['account.account'].search([
+                    ('user_type_id', '=', cls.user_type.id)], limit=1).id,
+            })]
+        })
+
+    def test_payment_return_risk(self):
+        self.invoice.signal_workflow('invoice_open')
+        # Partner risk is zero because invoice is not returned
+        self.assertAlmostEqual(self.partner.risk_payment_return, 0.0)
+        # We simulate that the invoice is returned
+        self.invoice.returned_payment = True
+        # Partner risk has increased
+        self.assertAlmostEqual(self.partner.risk_payment_return, 100.0)

partner_payment_return_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). -->
+<odoo>
+    <record id="res_partner_view_risk" model="ir.ui.view">
+        <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_unpaid" position="after">
+                <field name="risk_payment_return_include"
+                       attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+                <field name="risk_payment_return" nolabel="1"/>
+            </field>
+            <field name="risk_invoice_unpaid_limit" position="after">
+                <field name="risk_payment_return_limit"
+                       attrs="{'readonly': [('risk_allow_edit', '=', False)]}"/>
+            </field>
+        </field>
+    </record>
+</odoo>