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@ -9,7 +9,8 @@ TYPE_MAP = { |
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'transfer':'transfered', |
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'transfer':'transfered', |
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'sell_back':'resold' |
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'sell_back':'resold' |
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} |
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} |
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REPORT_DIC = {'subscription':('easy_my_coop_taxshelter_report.tax_shelter_subscription_report','Tax Shelter Subscription'), |
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'shares':('easy_my_coop_taxshelter_report.tax_shelter_shares_report','Tax Shelter Shares')} |
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class TaxShelterDeclaration(models.Model): |
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class TaxShelterDeclaration(models.Model): |
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_name = "tax.shelter.declaration" |
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_name = "tax.shelter.declaration" |
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@ -55,27 +56,28 @@ class TaxShelterDeclaration(models.Model): |
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certificate = self.env['tax.shelter.certificate'].create(cert_vals) |
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certificate = self.env['tax.shelter.certificate'].create(cert_vals) |
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partner_certificate[entry.partner_id.id] = certificate |
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partner_certificate[entry.partner_id.id] = certificate |
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line_vals = self._prepare_line(certificate, entry) |
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line_vals = self._prepare_line(certificate, entry) |
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self.env['certificate.line'].create(line_vals) |
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certificate.write({'lines': [(0, 0, line_vals)]}) |
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#self.env['certificate.line'].create(line_vals) |
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return partner_certificate |
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return partner_certificate |
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@api.one |
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@api.one |
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def compute_declaration(self): |
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def compute_declaration(self): |
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entries = self.env['subscription.register'].search([('date','>=',self.date_from), |
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partner_certificate = {} |
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entries = self.env['subscription.register'].search([('partner_id.is_company','=',False), |
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('date','<=',self.date_to), |
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('date','<=',self.date_to), |
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('type','=','subscription')]) |
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('type','=','subscription')]) |
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partner_certificate = self._compute_certificates(entries, partner_certificate = {}) |
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partner_certificate = self._compute_certificates(entries, partner_certificate) |
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entries = self.env['subscription.register'].search([('date','<=',self.date_to), |
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entries = self.env['subscription.register'].search([('partner_id.is_company','=',False), |
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('date','<=',self.date_to), |
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('type','in',['sell_back','transfer'])]) |
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('type','in',['sell_back','transfer'])]) |
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partner_certificate = self._compute_certificates(entries, partner_certificate) |
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partner_certificate = self._compute_certificates(entries, partner_certificate) |
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self.state = 'computed' |
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@api.one |
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def generate_attachments(self): |
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self.tax_shelter_certificates.generate_certificates_report() |
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self.state = 'computed' |
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@api.one |
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@api.one |
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def validate_declaration(self): |
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def validate_declaration(self): |
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self.tax_shelter_certificates.write({'state':'validated'}) |
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self.state = 'validated' |
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self.state = 'validated' |
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@api.one |
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@api.one |
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@ -83,9 +85,7 @@ class TaxShelterDeclaration(models.Model): |
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if not self.state == 'validated': |
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if not self.state == 'validated': |
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certificate_ids = self.tax_shelter_certificates.ids |
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certificate_ids = self.tax_shelter_certificates.ids |
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self.tax_shelter_certificates.unlink() |
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self.tax_shelter_certificates.unlink() |
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certificate_attchments = self.env['ir.attachment'].search([('res_model','=','tax.shelter.certificate'), |
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('res_id','in',certificate_ids)]) |
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certificate_attchments.unlink |
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self.state = 'draft' |
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class TaxShelterCertificate(models.Model): |
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class TaxShelterCertificate(models.Model): |
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_name = "tax.shelter.certificate" |
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_name = "tax.shelter.certificate" |
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@ -100,37 +100,42 @@ class TaxShelterCertificate(models.Model): |
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string='State',required=True, default="draft") |
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string='State',required=True, default="draft") |
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declaration_id = fields.Many2one('tax.shelter.declaration', string='Declaration', required=True, readonly=True) |
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declaration_id = fields.Many2one('tax.shelter.declaration', string='Declaration', required=True, readonly=True) |
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lines = fields.One2many('certificate.line','tax_shelter_certificate', string='Certificate lines', readonly=True) |
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lines = fields.One2many('certificate.line','tax_shelter_certificate', string='Certificate lines', readonly=True) |
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previously_subscribed_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Previously Subscribed lines', readonly=True) |
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subscribed_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Shares subscribed', readonly=True) |
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subscribed_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Shares subscribed', readonly=True) |
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resold_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Shares resold', readonly=True) |
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resold_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Shares resold', readonly=True) |
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transfered_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Shares transfered', readonly=True) |
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transfered_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Shares transfered', readonly=True) |
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total_amount_previously_subscribed = fields.Float(compute='_compute_amounts', string='Total subscribed') |
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total_amount_subscribed = fields.Float(compute='_compute_amounts', string='Total subscribed') |
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total_amount_subscribed = fields.Float(compute='_compute_amounts', string='Total subscribed') |
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total_amount_resold = fields.Float(compute='_compute_amounts', string='Total resold') |
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total_amount_resold = fields.Float(compute='_compute_amounts', string='Total resold') |
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total_amount_transfered = fields.Float(compute='_compute_amounts', string='Total transfered') |
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total_amount_transfered = fields.Float(compute='_compute_amounts', string='Total transfered') |
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total_amount = fields.Float(compute='_compute_amounts', string='Total', readonly=True) |
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total_amount = fields.Float(compute='_compute_amounts', string='Total', readonly=True) |
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company_id = fields.Many2one(related="declaration_id.company_id", string="Company") |
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company_id = fields.Many2one(related="declaration_id.company_id", string="Company") |
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def attach_to_certificate(self, report, report_name): |
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attachment_data = { |
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'name': report_name, |
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'datas_fname': report_name, |
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'datas': report, |
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'res_model': 'tax.shelter.certificate', |
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'res_id': self.id, |
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} |
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self.env['ir.attachment'].create(attachment_data) |
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def generate_pdf_report(self,report_type): |
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report_action, name = REPORT_DIC[report_type] |
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report = self.env['report'].get_pdf(self, report_action) |
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report = base64.b64encode(report) |
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report_name = self.partner_id.name + ' ' + name + ' ' + self.declaration_id.name + '.pdf' |
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return (report_name, report) |
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@api.multi |
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def generate_certificates_report(self): |
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def generate_certificates_report(self): |
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report_dic = {'easy_my_coop_taxshelter_report.tax_shelter_subscription_report':'Tax Shelter Subscription', |
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'easy_my_coop_taxshelter_report.tax_shelter_shares_report':'Tax Shelter Shares'} |
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attachments = [] |
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if self.total_amount_subscribed > 0: |
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if self.total_amount_resold == 0 and self.total_amount_transfered == 0: |
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attachments.append(self.generate_pdf_report('subscription')) |
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if self.total_amount_previously_subscribed > 0: |
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attachments.append(self.generate_pdf_report('shares')) |
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#if self.total_amount_resold > 0 or self.total_amount_transfered > 0: |
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# TODO |
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return attachments |
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for certificate in self: |
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for report_action, name in report_dic.items(): |
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report = self.env['report'].get_pdf(certificate, report_action) |
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report = base64.b64encode(report) |
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report_name = certificate.partner_id.name + ' ' + name + ' ' + certificate.declaration_id.name + '.pdf' |
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certificate.attach_to_certificate(report, report_name) |
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@api.one |
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def send_certificates(self): |
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attachments = self.generate_certificates_report() |
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if len(attachments) > 0: |
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confirmation_mail_template = self.env['mail.template'].search([('name', '=', 'Tax Shelter Certificate - Send By Email')])[0] |
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confirmation_mail_template.send_mail_with_multiple_attachments(self.id, attachments,True) |
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@api.multi |
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@api.multi |
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def print_subscription_certificate(self): |
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def print_subscription_certificate(self): |
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@ -145,6 +150,7 @@ class TaxShelterCertificate(models.Model): |
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@api.multi |
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@api.multi |
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def _compute_amounts(self): |
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def _compute_amounts(self): |
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for certificate in self: |
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for certificate in self: |
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total_amount_previously_subscribed = 0 |
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total_amount_subscribed = 0 |
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total_amount_subscribed = 0 |
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total_amount_transfered = 0 |
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total_amount_transfered = 0 |
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total_amount_resold = 0 |
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total_amount_resold = 0 |
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@ -153,6 +159,10 @@ class TaxShelterCertificate(models.Model): |
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total_amount_subscribed += line.amount_subscribed |
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total_amount_subscribed += line.amount_subscribed |
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certificate.total_amount_subscribed = total_amount_subscribed |
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certificate.total_amount_subscribed = total_amount_subscribed |
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for line in certificate.previously_subscribed_lines: |
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total_amount_previously_subscribed += line.amount_subscribed |
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certificate.total_amount_previously_subscribed = total_amount_previously_subscribed |
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for line in certificate.transfered_lines: |
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for line in certificate.transfered_lines: |
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total_amount_transfered += line.amount_transfered |
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total_amount_transfered += line.amount_transfered |
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certificate.total_amount_transfered = total_amount_transfered |
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certificate.total_amount_transfered = total_amount_transfered |
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@ -160,19 +170,28 @@ class TaxShelterCertificate(models.Model): |
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for line in certificate.resold_lines: |
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for line in certificate.resold_lines: |
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total_amount_resold += line.amount_resold |
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total_amount_resold += line.amount_resold |
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certificate.total_amount_resold = total_amount_resold |
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certificate.total_amount_resold = total_amount_resold |
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certificate.total_amount = certificate.total_amount_subscribed + certificate.total_amount_resold + certificate.total_amount_transfered |
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certificate.total_amount = certificate.total_amount_previously_subscribed + certificate.total_amount_subscribed + certificate.total_amount_resold + certificate.total_amount_transfered |
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@api.multi |
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@api.multi |
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def _compute_certificate_lines(self): |
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def _compute_certificate_lines(self): |
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for certificate in self: |
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for certificate in self: |
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certificate.subscribed_lines = certificate.lines.filtered(lambda r: r.type == 'subscribed') |
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certificate.resold_lines = certificate.lines.filtered(lambda r: r.type == 'resold') |
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certificate.transfered_lines = certificate.lines.filtered(lambda r: r.type == 'transfered') |
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certificate.previously_subscribed_lines = certificate.lines.filtered(lambda r: r.type == 'subscribed' and r.transaction_date < certificate.declaration_id.date_from) |
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certificate.subscribed_lines = certificate.lines.filtered(lambda r: r.type == 'subscribed' and r.transaction_date >= certificate.declaration_id.date_from and r.transaction_date <= certificate.declaration_id.date_to) |
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certificate.resold_lines = certificate.lines.filtered(lambda r: r.type == 'resold' and r.transaction_date >= certificate.declaration_id.date_from and r.transaction_date <= certificate.declaration_id.date_to) |
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certificate.transfered_lines = certificate.lines.filtered(lambda r: r.type == 'transfered' and r.transaction_date >= certificate.declaration_id.date_from and r.transaction_date <= certificate.declaration_id.date_to) |
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@api.model |
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def batch_send_tax_shelter_certificate(self): |
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certificates = self.search([('state','=','validated')],limit=40) |
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for certificate in certificates: |
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certificate.send_certificates() |
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certificate.state = 'sent' |
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self.env.cr.commit() |
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class TaxShelterCertificateLine(models.Model): |
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class TaxShelterCertificateLine(models.Model): |
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_name= "certificate.line" |
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_name= "certificate.line" |
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tax_shelter_certificate = fields.Many2one('tax.shelter.certificate', string="Tax shelter certificate",ondelete='cascade',required=True) |
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tax_shelter_certificate = fields.Many2one('tax.shelter.certificate', string="Tax shelter certificate", ondelete='cascade', required=True) |
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share_type = fields.Many2one('product.product', string='Share type', required=True, readonly=True) |
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share_type = fields.Many2one('product.product', string='Share type', required=True, readonly=True) |
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share_unit_price = fields.Float(string='Share price', required=True, readonly=True) |
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share_unit_price = fields.Float(string='Share price', required=True, readonly=True) |
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quantity = fields.Integer(string='Number of shares', required=True, readonly=True) |
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quantity = fields.Integer(string='Number of shares', required=True, readonly=True) |
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