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

[IMP] finished all the calculation processing. still in wip

pull/1/head
houssine 8 years ago
parent
5e297714fd
commit
c7c46979d8
2 changed files with 150 additions and 31 deletions
Whitespace
Show all changes Ignore whitespace when comparing lines Ignore changes in amount of whitespace Ignore changes in whitespace at EOL
Unified View
Diff Options
Show Stats Download Patch File Download Diff File
  1. 121
      easy_my_coop_taxshelter_report/models/tax_shelter_declaration.py
  2. 50
      easy_my_coop_taxshelter_report/views/tax_shelter_declaration_view.xml

121
easy_my_coop_taxshelter_report/models/tax_shelter_declaration.py
View File

@ -3,45 +3,138 @@ from datetime import datetime
from openerp import api, fields, models, _ from openerp import api, fields, models, _
class TaxShelterCertificate(models.Model):
TYPE_MAP = {
'subscription':'subscribed',
'transfer':'transfered',
'sell_back':'resold'
}
class TaxShelterDeclaration(models.Model):
_name = "tax.shelter.declaration" _name = "tax.shelter.declaration"
declaration_year = fields.Integer(string='Declaration year', required=True)
name = fields.Char(string='Declaration 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_from = fields.Date(string='Date from', required=True)
date_to = fields.Date(string='Date to', required=True) date_to = fields.Date(string='Date to', required=True)
tax_shelter_percentage = fields.Selection([('30','30%'), tax_shelter_percentage = fields.Selection([('30','30%'),
('45','45%')], ('45','45%')],
string='Tax Shelter percentage', required=True) string='Tax Shelter percentage', required=True)
state = fields.Selection([('draft','Draft'),
('computed','Computed'),
('validated','Validated')],
string='State',required=True, default="draft")
def _prepare_line(self, certificate, entry):
line_vals = {}
line_vals['tax_shelter_certificate'] = certificate.id
line_vals['share_type'] = entry.share_product_id.id
line_vals['share_short_name'] = entry.share_short_name
line_vals['share_unit_price'] = entry.share_unit_price
line_vals['quantity'] = entry.quantity
line_vals['transaction_date'] = entry.date
line_vals['type'] = TYPE_MAP[entry.type]
return line_vals
@api.one
def compute_declaration(self):
entries = self.env['subscription.register'].search([('date','>=',self.date_from),
('date','<=',self.date_to),
('type','in',['subscription','sell_back','transfer'])])
partner_certificate = {}
for entry in entries:
certificate = partner_certificate.get(entry.partner_id.id, False)
if not certificate:
#create a certificate for this cooperator
cert_vals={}
cert_vals['declaration_id'] = self.id
cert_vals['partner_id'] = entry.partner_id.id
cert_vals['cooperator_number'] = entry.partner_id.cooperator_register_number
certificate = self.env['tax.shelter.certificate'].create(cert_vals)
partner_certificate[entry.partner_id.id] = certificate
line_vals = self._prepare_line(certificate, entry)
self.env['certificate.line'].create(line_vals)
@api.one
def validate_declaration(self):
self.state = 'validated'
@api.one @api.one
def process_declaration(self):
True
def reset_declaration(self):
if not self.state == 'validated':
self.tax_shelter_certificates.unlink()
class TaxShelterCertificate(models.Model): class TaxShelterCertificate(models.Model):
_name = "tax.shelter.certificate" _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) 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) declaration_id = fields.Many2one('tax.shelter.declaration', string='Declaration', required=True, readonly=True)
subscribed_lines = fields.One2many('certificate.line','tax_shelter_certificate', string='Certificate lines', readonly=True)
sell_back_lines = fields.One2many('certificate.line','tax_shelter_certificate', string='Shares resold', readonly=True)
total = fields.Float(string='Total')
lines = fields.One2many('certificate.line','tax_shelter_certificate', string='Certificate 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_subscribed = fields.Float(compute='_compute_amounts', string='Total subscribed')
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)
@api.multi
def _compute_amounts(self):
total_amount_subscribed = 0
total_amount_transfered = 0
total_amount_resold = 0
for certificate in self:
for line in certificate.subscribed_lines:
total_amount_subscribed += line.amount_subscribed
certificate.total_amount_subscribed = total_amount_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
certificate.total_amount = certificate.total_amount_subscribed + certificate.total_amount_resold + certificate.total_amount_transfered
@api.multi
def _compute_certificate_lines(self):
for certificate in self:
certificate.subscribed_lines = certificate.lines.filtered(lambda r: r.type == 'subscribed')
certificate.resold_lines = certificate.lines.filtered(lambda r: r.type == 'resold')
certificate.transfered_lines = certificate.lines.filtered(lambda r: r.type == 'transfered')
class TaxShelterCertificateLine(models.Model): class TaxShelterCertificateLine(models.Model):
_name="certificate.line" _name="certificate.line"
tax_shelter_certificate = fields.Many2one('tax.shelter.certificate', string="Tax shelter certificate",required=True)
share_type = fields.Many2one('product.produt', string='Share type', required=True, readonly=True)
share_price = fields.Float(string='Share price', required=True, readonly=True)
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) quantity = fields.Integer(string='Number of shares', required=True, readonly=True)
transaction_date = fields.Date(string="Transaction date") transaction_date = fields.Date(string="Transaction date")
certificat_type = fields.Selection([('subscribed','Subscribed'),
type = fields.Selection([('subscribed','Subscribed'),
('resold','Resold'), ('resold','Resold'),
('transfered','Transfered'),
('kept','Kept')], required=True, readonly=True) ('kept','Kept')], required=True, readonly=True)
total = fields.Float(compute='_compute_total', string='Sub total')
amount_subscribed = fields.Float(compute='_compute_totals', string='Amount subscribed',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)
@api.multi @api.multi
def _compute_total(self):
@api.depends('quantity','share_unit_price')
def _compute_totals(self):
for line in self: for line in self:
total = line.share_price * line.quantity
if line.type == 'subscribed':
line.amount_subscribed = line.share_unit_price * line.quantity
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)

50
easy_my_coop_taxshelter_report/views/tax_shelter_declaration_view.xml
View File

@ -10,11 +10,14 @@
<form string="Tax shelter declaration"> <form string="Tax shelter declaration">
<header> <header>
<button name="compute_declaration" string="Process Declaration" type="object" class="oe_highlight" groups="easy_my_coop.group_energiris_manager"/> <button name="compute_declaration" string="Process Declaration" type="object" class="oe_highlight" groups="easy_my_coop.group_energiris_manager"/>
<button name="validate_declaration" string="Validate Declaration" type="object" states="computed" class="oe_highlight" groups="easy_my_coop.group_energiris_manager"/>
<button name="reset_declaration" string="Reset Declaration" type="object" groups="easy_my_coop.group_energiris_manager"/>
<field name="state" widget="statusbar"/>
</header> </header>
<sheet> <sheet>
<group> <group>
<group> <group>
<field name="declaration_year"/>
<field name="name"/>
<field name="tax_shelter_percentage"/> <field name="tax_shelter_percentage"/>
</group> </group>
<group> <group>
@ -27,7 +30,9 @@
<field name="tax_shelter_certificates"> <field name="tax_shelter_certificates">
<tree> <tree>
<field name="partner_id"/> <field name="partner_id"/>
<field name="total"/>
<field name="cooperator_number"/>
<field name="total_amount"/>
<field name="state"/>
</tree> </tree>
</field> </field>
</page> </page>
@ -42,7 +47,7 @@
<field name="model">tax.shelter.declaration</field> <field name="model">tax.shelter.declaration</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<tree string="Tax shelter declaration"> <tree string="Tax shelter declaration">
<field name="declaration_year"/>
<field name="name"/>
<field name="date_from"/> <field name="date_from"/>
<field name="date_to"/> <field name="date_to"/>
<field name="tax_shelter_percentage"/> <field name="tax_shelter_percentage"/>
@ -65,39 +70,60 @@
<field name="model">tax.shelter.certificate</field> <field name="model">tax.shelter.certificate</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<form string="Tax shelter certificate"> <form string="Tax shelter certificate">
<header>
<field name="state" widget="statusbar"/>
</header>
<sheet> <sheet>
<group> <group>
<group> <group>
<field name="cooperator_number"/>
<field name="partner_id"/> <field name="partner_id"/>
<field name="declaration_id"/> <field name="declaration_id"/>
</group> </group>
<group> <group>
<field name="total"/>
<field name="total_amount_subscribed"/>
<field name="total_amount_resold"/>
<field name="total_amount_transfered"/>
<field name="total_amount"/>
</group> </group>
</group> </group>
<notebook> <notebook>
<page string="Subscription"> <page string="Subscription">
<field name="subscribed_lines"> <field name="subscribed_lines">
<tree> <tree>
<field name="transaction_date"/> <field name="transaction_date"/>
<field name="share_type"/> <field name="share_type"/>
<field name="share_short_name"/>
<field name="quantity"/> <field name="quantity"/>
<field name="share_price"/>
<field name="certificat_type"/>
<field name="total"/>
<field name="share_unit_price"/>
<field name="type"/>
<field name="amount_subscribed"/>
</tree> </tree>
</field> </field>
</page> </page>
<page string="Sell back"> <page string="Sell back">
<field name="sell_back_lines">
<field name="resold_lines">
<tree>
<field name="transaction_date"/>
<field name="share_type"/>
<field name="share_short_name"/>
<field name="quantity"/>
<field name="share_unit_price"/>
<field name="type"/>
<field name="amount_resold"/>
</tree>
</field>
</page>
<page string="Transfered">
<field name="transfered_lines">
<tree> <tree>
<field name="transaction_date"/> <field name="transaction_date"/>
<field name="share_type"/> <field name="share_type"/>
<field name="share_short_name"/>
<field name="quantity"/> <field name="quantity"/>
<field name="share_price"/>
<field name="certificat_type"/>
<field name="total"/>
<field name="share_unit_price"/>
<field name="type"/>
<field name="amount_transfered"/>
</tree> </tree>
</field> </field>
</page> </page>

Write Preview
Loading…
Cancel
Save