njeudy
/
vertical-cooperative
1
0
Fork 0
Code Issues Pull Requests Releases Wiki Activity
Browse Source

[IMP] add reimbursement table report and add it to mail template 

attachment
pull/134/head
houssine 4 years ago
parent
2bf4233e61
commit
af66d423c7
7 changed files with 170 additions and 22 deletions
Whitespace
Show all changes Ignore whitespace when comparing lines Ignore changes in amount of whitespace Ignore changes in whitespace at EOL
Split View
Diff Options
Show Stats Download Patch File Download Diff File
  1. 4
      easy_my_coop_loan/__manifest__.py
  2. 8
      easy_my_coop_loan/data/mail_template_data.xml
  3. 35
      easy_my_coop_loan/models/loan_issue_line.py
  4. 111
      easy_my_coop_loan/report/loan_issue_line_report.xml
  5. 17
      easy_my_coop_loan/report/loan_report.xml
  6. 2
      easy_my_coop_loan/security/ir.model.access.csv
  7. 13
      easy_my_coop_loan/views/loan_line_view.xml

4
easy_my_coop_loan/__manifest__.py
View File

@ -3,7 +3,7 @@
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
{
"name": "Easy My Coop Bond and Subordinated Loan Issues",
"name": "Easy My Coop Loan Issues Management",
"version": "12.0.2.0.1",
"depends": ["easy_my_coop"],
"author": "Coop IT Easy SCRLfs",
@ -22,6 +22,8 @@
"views/partner_view.xml",
"views/menus.xml",
"data/mail_template_data.xml",
"report/loan_report.xml",
"report/loan_issue_line_report.xml",
],
"demo": ["demo/coop.xml"],
"installable": True,

8
easy_my_coop_loan/data/mail_template_data.xml
View File

@ -92,7 +92,7 @@
<p>Amount: ${object.amount} ${object.loan_issue_id.company_currency_id.symbol}</p>
<p>Account number: ${object.company_id.bank_ids[0].sanitized_acc_number}</p>
<p>Communication: ${object.loan_issue_id.name} + ${object.partner_id.name}</p>
<p>Communication: ${object.reference}</p>
<p>Sustainably your,</p>
<p>${object.company_id.name}.</p>
@ -125,8 +125,8 @@
</div>
]]></field>
</record>
</data>
<data>
<record id="email_template_loan_confirm_paid" model="mail.template">
<field name="name">Loan Issue Confirm Payment Received - Send by Email</field>
<field name="email_from">
@ -140,6 +140,8 @@
<field name="model_id"
ref="easy_my_coop_loan.model_loan_issue_line"/>
<field name="auto_delete" eval="True"/>
<field name="report_template" ref="easy_my_coop_loan.action_loan_issue_line_report"/>
<field name="report_name">Reimbursement table report</field>
<field name="lang">${object.partner_id.lang}</field>
<field name="easy_my_coop" eval="True"/>
<field name="body_html"><![CDATA[

35
easy_my_coop_loan/models/loan_issue_line.py
View File

@ -20,7 +20,12 @@ class LoanIssueLine(models.Model):
for line in self:
line.amount = line.face_value * line.quantity
name = fields.Char(string="Reference")
reference = fields.Char(
string="Reference",
copy=False,
readonly=True,
states={'draft': [('readonly', False)]}
)
loan_issue_id = fields.Many2one(
"loan.issue", string="Loan issue", required=True
)
@ -35,7 +40,9 @@ class LoanIssueLine(models.Model):
readonly=True,
)
partner_id = fields.Many2one(
"res.partner", string="Subscriber", required=True
"res.partner",
string="Subscriber",
required=True
)
date = fields.Date(
string="Subscription date",
@ -127,14 +134,14 @@ class LoanIssueLine(models.Model):
@api.multi
def action_paid(self):
for line in self:
loan_email_template = self.get_confirm_paid_email_template()
loan_email_template.sudo().send_mail(line.id, force_send=False)
for line in self:
vals = {"state": "paid"}
if not line.payment_date:
vals["payement_date"] = fields.Date.today()
vals["payment_date"] = fields.Date.today()
line.write(vals)
line.action_compute_interest()
loan_email_template.sudo().send_mail(line.id, force_send=False)
def get_number_of_days(self, year):
if calendar.isleap(year):
@ -158,9 +165,18 @@ class LoanIssueLine(models.Model):
taxes_amount = 0
diff_days = 0
# TODO remove this line
line.interest_lines.unlink()
# Please Do not Forget
# In case of a recompute is done. Only the interest lines
# in the future will be deleted. We also needed to determine
# from which year we'll have to regenerate the lines.
# Through the beautiful mind of Houssine, we implemented
# a small piece code to allows it.
today = fields.Date.today()
posted_lines = line.interest_lines.filtered(
lambda r: r.state == "paid" or
r.due_date < today)
futur_lines = line.interest_lines - posted_lines
start_to_line = len(posted_lines) + 1
futur_lines.unlink()
loan_term = int(loan_issue.loan_term / 12)
@ -228,6 +244,7 @@ class LoanIssueLine(models.Model):
vals["accrued_net_interest"] = accrued_net_interest
vals["accrued_taxes"] = accrued_taxes
vals["name"] = year
if year >= start_to_line:
list_vals.append(vals.copy())
self.env["loan.interest.line"].create(list_vals)

111
easy_my_coop_loan/report/loan_issue_line_report.xml
View File

@ -0,0 +1,111 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<template id="loan_issue_line_document">
<t t-call="web.external_layout">
<t t-set="address">
<address t-field="o.partner_id"
t-options='{"widget": "contact", "fields": ["address", "name"], "no_marker": True}'/>
</t>
<div class="page mt32">
<h2>
<span>Reimbursement table</span>
</h2>
<p name="loan_payment_date_date" class="mt16">
<span>Loan payment received on</span>
<span t-field="o.payment_date"/>
</p>
<table class="table table-sm o_main_table mt16"
name="invoice_line_table">
<thead>
<tr>
<t t-set="colspan" t-value="5"/>
<th class="text-left">Year</th>
<th class="text-right">Subscribed amount</th>
<th class="text-right">Accrued amount</th>
<th class="text-right">Gross interest</th>
<th class="text-right">Accrued gross interest</th>
<th class="text-right">Net interest</th>
<th class="text-right">Tax amount</th>
<th class="text-right">Due amount</th>
<th class="text-right">State</th>
</tr>
</thead>
<tbody class="invoice_tbody">
<t t-foreach="o.interest_lines" t-as="line">
<tr>
<td class="text-left" name="name">
<span t-field="line.name"/>
</td>
<td class="text-right" name="subscribed_amount">
<span t-field="line.amount"/>
</td>
<td class="text-right" name="accrued_amount">
<span t-field="line.accrued_amount"/>
</td>
<td class="text-right" name="interest">
<span t-field="line.interest"
t-options='{"widget": "monetary", "display_currency": o.loan_issue_id.company_currency_id}'/>
</td>
<td class="text-right" name="accrued_interest">
<span t-field="line.accrued_interest"
t-options='{"widget": "monetary", "display_currency": o.loan_issue_id.company_currency_id}'/>
</td>
<td class="text-right" name="net_interest">
<span t-field="line.net_interest"
t-options='{"widget": "monetary", "display_currency": o.loan_issue_id.company_currency_id}'/>
</td>
<td class="text-right" name="taxes_amount">
<span t-field="line.taxes_amount"
t-options='{"widget": "monetary", "display_currency": o.loan_issue_id.company_currency_id}'/>
</td>
<td class="text-right" name="due_amount">
<span t-field="line.due_amount"
t-options='{"widget": "monetary", "display_currency": o.loan_issue_id.company_currency_id}'/>
</td>
<td class="text-right" name="due_date">
<span t-field="line.due_date"/>
</td>
<td class="text-right" name="state">
<span t-field="line.state"/>
</td>
</tr>
</t>
</tbody>
</table>
<div class="row mt32">
<div name="board_commitee" class="col-sm-6">
<p>
For the board of<span t-field="o.company_id.name"/>.
</p>
<p>
<strong>
<span t-field="o.company_id.board_representative"/>
</strong>
</p>
<img t-if="o.company_id.signature_scan"
t-attf-class="mt16 w-50"
t-attf-style="{{ 'min-width: 100px; max-width: 250px' if report_type == 'pdf' else '' }}"
t-att-src="'data:image/png;base64,%s' % o.company_id.signature_scan.decode()"/>
</div>
</div>
</div>
</t>
</template>
<template id="loan_issue_line">
<t t-call="web.html_container">
<t t-foreach="docs" t-as="o">
<t t-call="easy_my_coop_loan.loan_issue_line_document"
t-lang="o.partner_id.lang"/>
</t>
</t>
</template>
</odoo>

17
easy_my_coop_loan/report/loan_report.xml
View File

@ -0,0 +1,17 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<report
id="action_loan_issue_line_report"
model="loan.issue.line"
string="Reimbursment table report"
report_type="qweb-pdf"
name="easy_my_coop_loan.loan_issue_line"
file="easy_my_coop_loan.loan_issue_line.xml"
multi="True"
menu="True"
/>
</data>
</odoo>

2
easy_my_coop_loan/security/ir.model.access.csv
View File

@ -4,4 +4,4 @@ access_loan_issue_manager,loan.issue,model_loan_issue,easy_my_coop.group_easy_my
access_loan_issue_line_user,loan.issue.line,model_loan_issue_line,base.group_user,1,0,0,0
access_loan_issue_line_manager,loan.issue.line,model_loan_issue_line,easy_my_coop.group_easy_my_coop_user,1,1,1,0
access_loan_interest_line_user,loan.interest.line,model_loan_interest_line,base.group_user,1,0,0,0
access_loan_interest_line_manager,loan.interest.line,model_loan_interest_line,easy_my_coop.group_easy_my_coop_manager,1,1,1,0
access_loan_interest_line_manager,loan.interest.line,model_loan_interest_line,easy_my_coop.group_easy_my_coop_manager,1,1,1,1

13
easy_my_coop_loan/views/loan_line_view.xml
View File

@ -11,9 +11,8 @@
<field name="model">loan.issue.line</field>
<field name="arch" type="xml">
<tree string="Loans">
<field name="name"/>
<field name="loan_issue_id"/>
<field name="partner_id"/>
<field name="loan_issue_id"/>
<field name="quantity"/>
<field name="face_value"/>
<field name="amount"/>
@ -34,13 +33,13 @@
<button name="action_request_payment"
string="Request Payment"
type="object" states="subscribed"/>
<button name="action_cancel" string="Cancel" type="object"
states="draft,subscribed,waiting"
confirm="Are you sure you want to cancel this loan subscription ?"/>
<button name="action_draft" string="Set to draft"
type="object" states="cancelled"/>
<button name="action_paid" string="Paid"
type="object" states="waiting"/>
<button name="action_cancel" string="Cancel" type="object"
states="draft,subscribed,waiting"
confirm="Are you sure you want to cancel this loan subscription ?"/>
<button name="action_compute_interest" string="Compute interest"
type="object" states="paid"/>
@ -49,15 +48,15 @@
<sheet>
<group>
<group>
<field name="partner_id"/>
<field name="loan_issue_id"/>
<field name="name"/>
<field name="quantity"/>
<field name="face_value"/>
</group>
<group>
<field name="date"/>
<field name="payment_date"/>
<field name="partner_id"/>
<field name="reference"/>
<field name="amount"/>
</group>
</group>

Write Preview
Loading…
Cancel
Save