|
@ -51,7 +51,7 @@ class TaxShelterDeclaration(models.Model): |
|
|
required=True) |
|
|
required=True) |
|
|
previously_subscribed_capital = fields.Float(String="Capital previously subscribed", |
|
|
previously_subscribed_capital = fields.Float(String="Capital previously subscribed", |
|
|
readonly=True) |
|
|
readonly=True) |
|
|
excluded_cooperator = fields.One2many('res.partner', |
|
|
|
|
|
|
|
|
excluded_cooperator = fields.Many2many('res.partner', |
|
|
string="Excluded cooperator", |
|
|
string="Excluded cooperator", |
|
|
help="If these cooperator have" |
|
|
help="If these cooperator have" |
|
|
" subscribed share during the time" |
|
|
" subscribed share during the time" |
|
@ -59,7 +59,17 @@ class TaxShelterDeclaration(models.Model): |
|
|
"Declaration. They will be marked " |
|
|
"Declaration. They will be marked " |
|
|
"as non eligible") |
|
|
"as non eligible") |
|
|
|
|
|
|
|
|
def _prepare_line(self, certificate, entry, ongoing_capital_sub): |
|
|
|
|
|
|
|
|
def _excluded_from_declaration(self, entry): |
|
|
|
|
|
if entry.date >= self.date_from and entry.date <= self.date_to: |
|
|
|
|
|
declaration = self |
|
|
|
|
|
else: |
|
|
|
|
|
declaration = self.search([('date_from', '<=', entry.date), |
|
|
|
|
|
('date_to', '>=', entry.date)]) |
|
|
|
|
|
if entry.partner_id.id in declaration.excluded_cooperator.ids: |
|
|
|
|
|
return True |
|
|
|
|
|
return False |
|
|
|
|
|
|
|
|
|
|
|
def _prepare_line(self, certificate, entry, ongoing_capital_sub, excluded): |
|
|
line_vals = {} |
|
|
line_vals = {} |
|
|
line_vals['tax_shelter_certificate'] = certificate.id |
|
|
line_vals['tax_shelter_certificate'] = certificate.id |
|
|
line_vals['share_type'] = entry.share_product_id.id |
|
|
line_vals['share_type'] = entry.share_product_id.id |
|
@ -69,11 +79,12 @@ class TaxShelterDeclaration(models.Model): |
|
|
line_vals['transaction_date'] = entry.date |
|
|
line_vals['transaction_date'] = entry.date |
|
|
line_vals['type'] = TYPE_MAP[entry.type] |
|
|
line_vals['type'] = TYPE_MAP[entry.type] |
|
|
if entry.type == 'subscription': |
|
|
if entry.type == 'subscription': |
|
|
|
|
|
if not excluded: |
|
|
capital_after_sub = ongoing_capital_sub + entry.total_amount_line |
|
|
capital_after_sub = ongoing_capital_sub + entry.total_amount_line |
|
|
line_vals['capital_before_sub'] = ongoing_capital_sub |
|
|
line_vals['capital_before_sub'] = ongoing_capital_sub |
|
|
line_vals['capital_after_sub'] = capital_after_sub |
|
|
line_vals['capital_after_sub'] = capital_after_sub |
|
|
line_vals['capital_limit'] = self.tax_shelter_capital_limit |
|
|
line_vals['capital_limit'] = self.tax_shelter_capital_limit |
|
|
if ongoing_capital_sub <= self.tax_shelter_capital_limit: |
|
|
|
|
|
|
|
|
if ongoing_capital_sub <= self.tax_shelter_capital_limit and not excluded: |
|
|
line_vals['tax_shelter'] = True |
|
|
line_vals['tax_shelter'] = True |
|
|
return line_vals |
|
|
return line_vals |
|
|
|
|
|
|
|
@ -90,10 +101,11 @@ class TaxShelterDeclaration(models.Model): |
|
|
cert_vals['cooperator_number'] = entry.partner_id.cooperator_register_number |
|
|
cert_vals['cooperator_number'] = entry.partner_id.cooperator_register_number |
|
|
certificate = self.env['tax.shelter.certificate'].create(cert_vals) |
|
|
certificate = self.env['tax.shelter.certificate'].create(cert_vals) |
|
|
partner_certificate[entry.partner_id.id] = certificate |
|
|
partner_certificate[entry.partner_id.id] = certificate |
|
|
line_vals = self._prepare_line(certificate, entry, ongoing_capital_sub) |
|
|
|
|
|
|
|
|
excluded = self._excluded_from_declaration(entry) |
|
|
|
|
|
line_vals = self._prepare_line(certificate, entry, ongoing_capital_sub, is_excluded) |
|
|
certificate.write({'lines': [(0, 0, line_vals)]}) |
|
|
certificate.write({'lines': [(0, 0, line_vals)]}) |
|
|
|
|
|
|
|
|
# if entry.type == 'subscription' and entry.date >= self.date_from: |
|
|
|
|
|
|
|
|
if entry.type == 'subscription' and not excluded: |
|
|
ongoing_capital_sub += entry.total_amount_line |
|
|
ongoing_capital_sub += entry.total_amount_line |
|
|
|
|
|
|
|
|
return partner_certificate |
|
|
return partner_certificate |
|
|