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171 lines
7.7 KiB
171 lines
7.7 KiB
# -*- coding: utf-8 -*-
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# © 2016 Carlos Dauden <carlos.dauden@tecnativa.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from datetime import datetime
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from dateutil.relativedelta import relativedelta
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from openerp import api, fields, models
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class ResPartner(models.Model):
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_inherit = 'res.partner'
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risk_invoice_draft_include = fields.Boolean(
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string='Include Draft Invoices', help='Full risk computation')
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risk_invoice_draft_limit = fields.Monetary(
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string='Limit In Draft Invoices', help='Set 0 if it is not locked')
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risk_invoice_draft = fields.Monetary(
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compute='_compute_risk_invoice', store=True,
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string='Total Draft Invoices',
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help='Total amount of invoices in Draft or Pro-forma state')
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risk_invoice_open_include = fields.Boolean(
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string='Include Open Invoices', help='Full risk computation')
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risk_invoice_open_limit = fields.Monetary(
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string='Limit In Open Invoices', help='Set 0 if it is not locked')
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risk_invoice_open = fields.Monetary(
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compute='_compute_risk_invoice', store=True,
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string='Total Open Invoices',
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help='Residual amount of invoices in Open state and the date due is '
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'not exceeded, considering Due Margin set in account '
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'settings')
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risk_invoice_unpaid_include = fields.Boolean(
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string='Include Unpaid Invoices', help='Full risk computation')
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risk_invoice_unpaid_limit = fields.Monetary(
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string='Limit In Unpaid Invoices', help='Set 0 if it is not locked')
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risk_invoice_unpaid = fields.Monetary(
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compute='_compute_risk_invoice', store=True,
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string='Total Unpaid Invoices',
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help='Residual amount of invoices in Open state and the date due is '
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'exceeded, considering Unpaid Margin set in account settings')
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risk_account_amount_include = fields.Boolean(
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string='Include Other Account Amount', help='Full risk computation')
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risk_account_amount_limit = fields.Monetary(
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string='Limit Other Account Amount', help='Set 0 if it is not locked')
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risk_account_amount = fields.Monetary(
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compute='_compute_risk_account_amount',
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string='Other Account Amount',
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help='Difference between accounting credit and rest of totals')
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risk_total = fields.Monetary(
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compute='_compute_risk_exception',
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string='Total Risk', help='Sum of total risk included')
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risk_exception = fields.Boolean(
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compute='_compute_risk_exception',
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string='Risk Exception',
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help='It Indicate if partner risk exceeded')
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credit_policy = fields.Char()
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risk_allow_edit = fields.Boolean(compute='_compute_risk_allow_edit')
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@api.multi
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def _compute_risk_allow_edit(self):
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is_editable = self.env.user.has_group(
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'base.group_sale_manager') or self.env.user.has_group(
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'account.group_account_manager')
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for partner in self.filtered('customer'):
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partner.risk_allow_edit = is_editable
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@api.multi
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@api.depends('invoice_ids', 'invoice_ids.state',
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'invoice_ids.amount_total', 'invoice_ids.residual',
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'invoice_ids.company_id.invoice_unpaid_margin',
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'child_ids.invoice_ids', 'child_ids.invoice_ids.state',
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'child_ids.invoice_ids.amount_total',
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'child_ids.invoice_ids.residual',
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'child_ids.invoice_ids.company_id.invoice_unpaid_margin')
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def _compute_risk_invoice(self):
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def sum_group(group, field):
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return sum([x[field] for x in group if
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x['partner_id'][0] in partner_ids])
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customers = self.filtered('customer')
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if not customers:
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return # pragma: no cover
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max_date = self._max_risk_date_due()
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AccountInvoice = self.env['account.invoice']
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partners = customers | customers.mapped('child_ids')
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domain = [('type', 'in', ['out_invoice', 'out_refund']),
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('partner_id', 'in', partners.ids)]
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draft_group = AccountInvoice.read_group(
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domain + [('state', 'in', ['draft', 'proforma', 'proforma2'])],
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['partner_id', 'amount_total'],
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['partner_id'])
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open_group = AccountInvoice.read_group(
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domain + [('state', '=', 'open'), ('date_due', '>=', max_date)],
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['partner_id', 'residual'],
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['partner_id'])
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unpaid_group = AccountInvoice.read_group(
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domain + [('state', '=', 'open'), '|',
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('date_due', '=', False), ('date_due', '<', max_date)],
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['partner_id', 'residual'],
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['partner_id'])
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for partner in customers:
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partner_ids = (partner | partner.child_ids).ids
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partner.risk_invoice_draft = sum_group(draft_group, 'amount_total')
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partner.risk_invoice_open = sum_group(open_group, 'residual')
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partner.risk_invoice_unpaid = sum_group(unpaid_group, 'residual')
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@api.multi
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@api.depends('credit', 'risk_invoice_open', 'risk_invoice_unpaid',
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'child_ids.credit', 'child_ids.risk_invoice_open',
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'child_ids.risk_invoice_unpaid')
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def _compute_risk_account_amount(self):
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for partner in self.filtered('customer'):
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partner.risk_account_amount = (
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partner.credit - partner.risk_invoice_open -
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partner.risk_invoice_unpaid)
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@api.multi
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@api.depends(lambda x: x._get_depends_compute_risk_exception())
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def _compute_risk_exception(self):
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risk_field_list = self._risk_field_list()
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for partner in self.filtered('customer'):
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amount = 0.0
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for risk_field in risk_field_list:
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field_value = getattr(partner, risk_field[0], 0.0)
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max_value = getattr(partner, risk_field[1], 0.0)
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if max_value and field_value > max_value:
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partner.risk_exception = True
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if getattr(partner, risk_field[2], False):
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amount += field_value
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partner.risk_total = amount
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if partner.credit_limit and amount > partner.credit_limit:
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partner.risk_exception = True
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@api.model
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def _max_risk_date_due(self):
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return fields.Date.to_string(datetime.today().date() - relativedelta(
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days=self.env.user.company_id.invoice_unpaid_margin))
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@api.model
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def _risk_field_list(self):
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return [
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('risk_invoice_draft', 'risk_invoice_draft_limit',
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'risk_invoice_draft_include'),
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('risk_invoice_open', 'risk_invoice_open_limit',
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'risk_invoice_open_include'),
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('risk_invoice_unpaid', 'risk_invoice_unpaid_limit',
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'risk_invoice_unpaid_include'),
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('risk_account_amount', 'risk_account_amount_limit',
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'risk_account_amount_include'),
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]
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@api.model
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def _get_depends_compute_risk_exception(self):
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res = []
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for x in self._risk_field_list():
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res.extend((x[0], x[1], x[2], 'child_ids.%s' % x[0],
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'child_ids.%s' % x[1], 'child_ids.%s' % x[2]))
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res.extend(('credit_limit', 'child_ids.credit_limit'))
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return res
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@api.model
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def process_unpaid_invoices(self):
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today = fields.Date.today()
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ConfigParameter = self.env['ir.config_parameter']
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last_check = ConfigParameter.get_param(
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'partner_financial_risk.last_check', default='2016-01-01')
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invoices = self.env['account.invoice'].search([
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('date_due', '>=', last_check), ('date_due', '<', today)])
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invoices.mapped('partner_id')._compute_risk_invoice()
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ConfigParameter.set_param('partner_financial_risk.last_check', today)
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return True
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