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[PEP8]

pull/1/head
houssine 6 years ago
parent
commit
51576610d0
  1. 19
      easy_my_coop_taxshelter_report/models/mail_template.py
  2. 261
      easy_my_coop_taxshelter_report/models/tax_shelter_declaration.py

19
easy_my_coop_taxshelter_report/models/mail_template.py

@ -1,14 +1,19 @@
# -*- coding: utf-8 -*-
from openerp import api, fields, models, _
from openerp import api, models
class MailTemplate(models.Model):
"Templates for sending email"
_inherit = "mail.template"
@api.multi
def send_mail_with_multiple_attachments(self, res_id, additional_attachments, force_send=False, raise_exception=False):
def send_mail_with_multiple_attachments(self, res_id,
additional_attachments,
force_send=False,
raise_exception=False):
"""Generates a new mail message for the given template and record,
and schedules it for delivery through the ``mail`` module's scheduler.
and schedules it for delivery through the ``mail``
module's scheduler.
:param int res_id: id of the record to render the template with
(model is taken from the template)
@ -45,7 +50,7 @@ class MailTemplate(models.Model):
if attachment_ids:
values['attachment_ids'] = [(6, 0, attachment_ids)]
mail.write({'attachment_ids': [(6, 0, attachment_ids)]})
if force_send:
mail.send(raise_exception=raise_exception)
return mail.id # TDE CLEANME: return mail + api.returns ?
return mail.id # TDE CLEANME: return mail + api.returns ?

261
easy_my_coop_taxshelter_report/models/tax_shelter_declaration.py

@ -4,12 +4,21 @@ import base64
from openerp import api, fields, models, _
TYPE_MAP = {
'subscription':'subscribed',
'transfer':'transfered',
'sell_back':'resold'
'subscription': 'subscribed',
'transfer': 'transfered',
'sell_back': 'resold'
}
REPORT_DIC = {
'subscription': (
'easy_my_coop_taxshelter_report.tax_shelter_subscription_report',
'Tax Shelter Subscription'
),
'shares': (
'easy_my_coop_taxshelter_report.tax_shelter_shares_report',
'Tax Shelter Shares'
)
}
REPORT_DIC = {'subscription':('easy_my_coop_taxshelter_report.tax_shelter_subscription_report','Tax Shelter Subscription'),
'shares':('easy_my_coop_taxshelter_report.tax_shelter_shares_report','Tax Shelter Shares')}
class TaxShelterDeclaration(models.Model):
@ -18,24 +27,30 @@ class TaxShelterDeclaration(models.Model):
name = fields.Char(string='Declaration year', required=True)
fiscal_year = fields.Char(String="Fiscal year", required=True)
tax_shelter_certificates = fields.One2many('tax.shelter.certificate','declaration_id', string='Tax shelter certificates', readonly=True)
tax_shelter_certificates = fields.One2many('tax.shelter.certificate',
'declaration_id',
string='Tax shelter certificates',
readonly=True)
date_from = fields.Date(string='Date from', required=True)
date_to = fields.Date(string='Date to', required=True)
month_from = fields.Char(String='Month from', required=True)
month_to = fields.Char(String='Month to', required=True)
tax_shelter_percentage = fields.Selection([('30','30%'),
('45','45%')],
string='Tax Shelter percentage', required=True)
state = fields.Selection([('draft','Draft'),
('computed','Computed'),
('validated','Validated')],
string='State',required=True, default="draft")
company_id = fields.Many2one('res.company', string='Company', required=True,
tax_shelter_percentage = fields.Selection([('30', '30%'),
('45', '45%')],
string='Tax Shelter percentage',
required=True)
state = fields.Selection([('draft', 'Draft'),
('computed', 'Computed'),
('validated', 'Validated')],
string='State', required=True, default="draft")
company_id = fields.Many2one('res.company', string='Company',
required=True,
change_default=True, readonly=True,
default=lambda self: self.env['res.company']._company_default_get())
tax_shelter_capital_limit = fields.Float(string="Tax shelter capital limit", required=True)
previously_subscribed_capital = fields.Float(String="Capital previously subscribed", readonly=True)
tax_shelter_capital_limit = fields.Float(string="Tax shelter capital limit",
required=True)
previously_subscribed_capital = fields.Float(String="Capital previously subscribed",
readonly=True)
def _prepare_line(self, certificate, entry, ongoing_capital_sub):
line_vals = {}
@ -54,14 +69,14 @@ class TaxShelterDeclaration(models.Model):
if ongoing_capital_sub <= self.tax_shelter_capital_limit:
line_vals['tax_shelter'] = True
return line_vals
def _compute_certificates(self,entries,partner_certificate):
ongoing_capital_sub = 0.0
for entry in entries:
certificate = partner_certificate.get(entry.partner_id.id, False)
if not certificate:
#create a certificate for this cooperator
# create a certificate for this cooperator
cert_vals={}
cert_vals['declaration_id'] = self.id
cert_vals['partner_id'] = entry.partner_id.id
@ -71,86 +86,114 @@ class TaxShelterDeclaration(models.Model):
line_vals = self._prepare_line(certificate, entry, ongoing_capital_sub)
certificate.write({'lines': [(0, 0, line_vals)]})
#if entry.type == 'subscription' and entry.date >= self.date_from:
# if entry.type == 'subscription' and entry.date >= self.date_from:
ongoing_capital_sub += entry.total_amount_line
return partner_certificate
@api.one
def compute_declaration(self):
entries = self.env['subscription.register'].search([('partner_id.is_company','=',False),
('date','<=',self.date_to),
('type','in',['subscription','sell_back','transfer'])])
entries = self.env['subscription.register'].search([
('partner_id.is_company', '=', False),
('date', '<=', self.date_to),
('type', 'in', ['subscription', 'sell_back', 'transfer'])
])
subscriptions = entries.filtered((lambda r: r.type == 'subscription' and r.date < self.date_from))
cap_prev_sub = 0.0
for subscription in subscriptions:
cap_prev_sub += subscription.total_amount_line
self.previously_subscribed_capital = cap_prev_sub
partner_certificate = {}
partner_certificate = self._compute_certificates(entries, partner_certificate)
self.state = 'computed'
@api.one
@api.one
def validate_declaration(self):
self.tax_shelter_certificates.write({'state':'validated'})
self.tax_shelter_certificates.write({'state': 'validated'})
self.state = 'validated'
@api.one
def reset_declaration(self):
if not self.state == 'validated':
certificate_ids = self.tax_shelter_certificates.ids
self.tax_shelter_certificates.unlink()
self.state = 'draft'
class TaxShelterCertificate(models.Model):
_name = "tax.shelter.certificate"
_order = "cooperator_number asc"
cooperator_number = fields.Integer(string='Cooperator number', required=True, readonly=True)
partner_id = fields.Many2one('res.partner', string='Cooperator', required=True, readonly=True)
state = fields.Selection([('draft','Draft'),
('validated','Validated'),
('sent','Sent')],
string='State',required=True, default="draft")
declaration_id = fields.Many2one('tax.shelter.declaration', string='Declaration', required=True, readonly=True)
lines = fields.One2many('certificate.line','tax_shelter_certificate', string='Certificate lines', readonly=True)
previously_subscribed_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Previously Subscribed lines', readonly=True)
subscribed_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Shares subscribed', readonly=True)
resold_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Shares resold', readonly=True)
transfered_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Shares transfered', readonly=True)
total_amount_previously_subscribed = fields.Float(compute='_compute_amounts', string='Total previously subscribed')
total_amount_subscribed = fields.Float(compute='_compute_amounts', string='Total subscribed')
total_amount_eligible = fields.Float(compute='_compute_amounts', string='Total amount eligible To Tax shelter')
total_amount_resold = fields.Float(compute='_compute_amounts', string='Total resold')
total_amount_transfered = fields.Float(compute='_compute_amounts', string='Total transfered')
total_amount = fields.Float(compute='_compute_amounts', string='Total', readonly=True)
company_id = fields.Many2one(related="declaration_id.company_id", string="Company")
def generate_pdf_report(self,report_type):
cooperator_number = fields.Integer(string='Cooperator number',
required=True,
readonly=True)
partner_id = fields.Many2one('res.partner', string='Cooperator',
required=True, readonly=True)
state = fields.Selection([('draft', 'Draft'),
('validated', 'Validated'),
('sent', 'Sent')],
string='State', required=True, default="draft")
declaration_id = fields.Many2one('tax.shelter.declaration',
string='Declaration', required=True,
readonly=True)
lines = fields.One2many('certificate.line',
'tax_shelter_certificate',
string='Certificate lines', readonly=True)
previously_subscribed_lines = fields.One2many(compute='_compute_certificate_lines',
comodel_name='certificate.line',
string='Previously Subscribed lines',
readonly=True)
subscribed_lines = fields.One2many(compute='_compute_certificate_lines',
comodel_name='certificate.line',
string='Shares subscribed',
readonly=True)
resold_lines = fields.One2many(compute='_compute_certificate_lines',
comodel_name='certificate.line',
string='Shares resold',
readonly=True)
transfered_lines = fields.One2many(compute='_compute_certificate_lines',
comodel_name='certificate.line',
string='Shares transfered',
readonly=True)
total_amount_previously_subscribed = fields.Float(compute='_compute_amounts',
string='Total previously subscribed')
total_amount_subscribed = fields.Float(compute='_compute_amounts',
string='Total subscribed')
total_amount_eligible = fields.Float(compute='_compute_amounts',
string='Total amount eligible To Tax shelter')
total_amount_resold = fields.Float(compute='_compute_amounts',
string='Total resold')
total_amount_transfered = fields.Float(compute='_compute_amounts',
string='Total transfered')
total_amount = fields.Float(compute='_compute_amounts',
string='Total', readonly=True)
company_id = fields.Many2one(related="declaration_id.company_id",
string="Company")
def generate_pdf_report(self, report_type):
report_action, name = REPORT_DIC[report_type]
report = self.env['report'].get_pdf(self, report_action)
report = base64.b64encode(report)
report_name = self.partner_id.name + ' ' + name + ' ' + self.declaration_id.name + '.pdf'
return (report_name, report)
def generate_certificates_report(self):
attachments = []
if self.total_amount_eligible > 0:
#if self.total_amount_resold == 0 and self.total_amount_transfered == 0:
attachments.append(self.generate_pdf_report('subscription'))
if self.partner_id.total_value > 0:
attachments.append(self.generate_pdf_report('shares'))
#if self.total_amount_resold > 0 or self.total_amount_transfered > 0:
# TODO
# if self.total_amount_resold > 0 or self.total_amount_transfered > 0:
# TODO
return attachments
@api.multi
def send_certificates(self):
tax_shelter_mail_template = self.env.ref('easy_my_coop_taxshelter_report.email_template_tax_shelter_certificate', False)
@ -158,7 +201,7 @@ class TaxShelterCertificate(models.Model):
attachments = certificate.generate_certificates_report()
if len(attachments) > 0:
tax_shelter_mail_template.send_mail_with_multiple_attachments(certificate.id, attachments,True)
certificate.state = 'sent'
certificate.state = 'sent'
self.env.cr.commit()
@api.multi
@ -169,7 +212,7 @@ class TaxShelterCertificate(models.Model):
@api.multi
def print_shares_certificate(self):
self.ensure_one()
return self.env['report'].get_action(self, 'easy_my_coop_taxshelter_report.tax_shelter_shares_report')
return self.env['report'].get_action(self, 'easy_my_coop_taxshelter_report.tax_shelter_shares_report')
@api.multi
def _compute_amounts(self):
@ -179,11 +222,11 @@ class TaxShelterCertificate(models.Model):
total_amount_elligible = 0
total_amount_transfered = 0
total_amount_resold = 0
for line in certificate.subscribed_lines:
total_amount_subscribed += line.amount_subscribed
certificate.total_amount_subscribed = total_amount_subscribed
for line in certificate.subscribed_lines:
total_amount_elligible += line.amount_subscribed_eligible
certificate.total_amount_eligible = total_amount_elligible
@ -191,11 +234,11 @@ class TaxShelterCertificate(models.Model):
for line in certificate.previously_subscribed_lines:
total_amount_previously_subscribed += line.amount_subscribed
certificate.total_amount_previously_subscribed = total_amount_previously_subscribed
for line in certificate.transfered_lines:
total_amount_transfered += line.amount_transfered
certificate.total_amount_transfered = total_amount_transfered
for line in certificate.resold_lines:
total_amount_resold += line.amount_resold
certificate.total_amount_resold = total_amount_resold
@ -211,48 +254,72 @@ class TaxShelterCertificate(models.Model):
@api.model
def batch_send_tax_shelter_certificate(self):
certificates = self.search([('state','=','validated')],limit=80)
certificates = self.search([('state', '=', 'validated')], limit=80)
certificates.send_certificates()
class TaxShelterCertificateLine(models.Model):
_name= "certificate.line"
declaration_id = fields.Many2one(related='tax_shelter_certificate.declaration_id', string="Declaration")
tax_shelter_certificate = fields.Many2one('tax.shelter.certificate', string="Tax shelter certificate", ondelete='cascade', required=True)
share_type = fields.Many2one('product.product', string='Share type', required=True, readonly=True)
share_unit_price = fields.Float(string='Share price', required=True, readonly=True)
quantity = fields.Integer(string='Number of shares', required=True, readonly=True)
_name = "certificate.line"
declaration_id = fields.Many2one(related='tax_shelter_certificate.declaration_id',
string="Declaration")
tax_shelter_certificate = fields.Many2one('tax.shelter.certificate',
string="Tax shelter certificate",
ondelete='cascade',
required=True)
share_type = fields.Many2one('product.product',
string='Share type',
required=True,
readonly=True)
share_unit_price = fields.Float(string='Share price',
required=True,
readonly=True)
quantity = fields.Integer(string='Number of shares',
required=True,
readonly=True)
transaction_date = fields.Date(string="Transaction date")
tax_shelter = fields.Boolean(string="Tax shelter eligible", readonly=True)
type = fields.Selection([('subscribed','Subscribed'),
('resold','Resold'),
('transfered','Transfered'),
('kept','Kept')], required=True, readonly=True)
amount_subscribed = fields.Float(compute='_compute_totals', string='Amount subscribed',store=True)
amount_subscribed_eligible = fields.Float(compute='_compute_totals', string='Amount subscribed eligible',store=True)
amount_resold = fields.Float(compute='_compute_totals', string='Amount resold',store=True)
amount_transfered = fields.Float(compute='_compute_totals', string='Amount transfered',store=True)
type = fields.Selection([('subscribed', 'Subscribed'),
('resold', 'Resold'),
('transfered', 'Transfered'),
('kept', 'Kept')],
required=True, readonly=True)
amount_subscribed = fields.Float(compute='_compute_totals',
string='Amount subscribed',
store=True)
amount_subscribed_eligible = fields.Float(compute='_compute_totals',
string='Amount subscribed eligible',
store=True)
amount_resold = fields.Float(compute='_compute_totals',
string='Amount resold',
store=True)
amount_transfered = fields.Float(compute='_compute_totals',
string='Amount transfered',
store=True)
share_short_name = fields.Char(string='Share type name', readonly=True)
capital_before_sub = fields.Float(string="Capital before subscription", readonly=True)
capital_after_sub = fields.Float(string="Capital after subscription", readonly=True)
capital_before_sub = fields.Float(string="Capital before subscription",
readonly=True)
capital_after_sub = fields.Float(string="Capital after subscription",
readonly=True)
capital_limit = fields.Float(string="Capital limit", readonly=True)
@api.multi
@api.depends('quantity','share_unit_price')
def _compute_totals(self):
@api.depends('quantity', 'share_unit_price')
def _compute_totals(self):
for line in self:
#limit = line.declaration_id.tax_shelter_capital_limit
if line.type == 'subscribed':
line.amount_subscribed = line.share_unit_price * line.quantity
if line.type == 'subscribed' and line.tax_shelter:
if line.capital_before_sub < line.capital_limit and line.capital_after_sub >= line.capital_limit:
line.amount_subscribed_eligible = line.capital_limit - line.capital_before_sub
elif line.capital_before_sub < line.capital_limit and line.capital_after_sub <= line.capital_limit:
line.amount_subscribed_eligible = line.share_unit_price * line.quantity
if (line.capital_before_sub < line.capital_limit
and line.capital_after_sub >= line.capital_limit):
line.amount_subscribed_eligible = line.capital_limit - line.capital_before_sub #noqa
elif (line.capital_before_sub < line.capital_limit
and line.capital_after_sub <= line.capital_limit):
line.amount_subscribed_eligible = line.share_unit_price * line.quantity #noqa
elif line.capital_before_sub >= line.capital_limit:
line.amount_subscribed_eligible = 0
if line.type == 'resold':
line.amount_resold = line.share_unit_price * -(line.quantity)
if line.type == 'transfered':
line.amount_transfered = line.share_unit_price * -(line.quantity)
line.amount_transfered = line.share_unit_price * -(line.quantity) #noqa
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