# -*- coding: utf-8 -*- import base64 from datetime import datetime from openerp import api, fields, models, _ TYPE_MAP = { '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')} class TaxShelterDeclaration(models.Model): _name = "tax.shelter.declaration" 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) 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, 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 limite", required=True) 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 def _compute_certificates(self,entries,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) certificate.write({'lines': [(0, 0, line_vals)]}) #self.env['certificate.line'].create(line_vals) return partner_certificate @api.one def compute_declaration(self): partner_certificate = {} entries = self.env['subscription.register'].search([('partner_id.is_company','=',False), ('date','<=',self.date_to), ('type','=','subscription')]) partner_certificate = self._compute_certificates(entries, partner_certificate) entries = self.env['subscription.register'].search([('partner_id.is_company','=',False), ('date','<=',self.date_to), ('type','in',['sell_back','transfer'])]) partner_certificate = self._compute_certificates(entries, partner_certificate) self.state = 'computed' @api.one def validate_declaration(self): 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_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_subscribed > 0: if self.total_amount_resold == 0 and self.total_amount_transfered == 0: attachments.append(self.generate_pdf_report('subscription')) if self.total_amount_previously_subscribed > 0: attachments.append(self.generate_pdf_report('shares')) #if self.total_amount_resold > 0 or self.total_amount_transfered > 0: # TODO return attachments @api.one def send_certificates(self): attachments = self.generate_certificates_report() if len(attachments) > 0: confirmation_mail_template = self.env['mail.template'].search([('name', '=', 'Tax Shelter Certificate - Send By Email')])[0] confirmation_mail_template.send_mail_with_multiple_attachments(self.id, attachments,True) @api.multi def print_subscription_certificate(self): self.ensure_one() return self.env['report'].get_action(self, 'easy_my_coop_taxshelter_report.tax_shelter_subscription_report') @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') @api.multi def _compute_amounts(self): for certificate in self: total_amount_previously_subscribed = 0 total_amount_subscribed = 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.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 certificate.total_amount = certificate.total_amount_previously_subscribed + certificate.total_amount_subscribed + certificate.total_amount_resold + certificate.total_amount_transfered @api.multi def _compute_certificate_lines(self): for certificate in self: certificate.previously_subscribed_lines = certificate.lines.filtered(lambda r: r.type == 'subscribed' and r.transaction_date < certificate.declaration_id.date_from) 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) 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) 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) @api.model def batch_send_tax_shelter_certificate(self): certificates = self.search([('state','=','validated')],limit=40) for certificate in certificates: certificate.send_certificates() certificate.state = 'sent' self.env.cr.commit() class TaxShelterCertificateLine(models.Model): _name= "certificate.line" 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") 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_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.depends('quantity','share_unit_price') def _compute_totals(self): for line in self: 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)