# -*- coding: utf-8 -*- from datetime import datetime from openerp import api, fields, models, _ TYPE_MAP = { 'subscription':'subscribed', 'transfer':'transfered', 'sell_back':'resold' } class TaxShelterDeclaration(models.Model): _name = "tax.shelter.declaration" name = fields.Char(string='Declaration 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) 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") 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 def reset_declaration(self): if not self.state == 'validated': self.tax_shelter_certificates.unlink() 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) 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): _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)