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199 lines
11 KiB
199 lines
11 KiB
# -*- coding: utf-8 -*-
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import base64
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from datetime import datetime
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from openerp import api, fields, models, _
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TYPE_MAP = {
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'subscription':'subscribed',
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'transfer':'transfered',
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'sell_back':'resold'
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}
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class TaxShelterDeclaration(models.Model):
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_name = "tax.shelter.declaration"
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name = fields.Char(string='Declaration year', required=True)
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fiscal_year = fields.Char(String="Fiscal year", required=True)
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tax_shelter_certificates = fields.One2many('tax.shelter.certificate','declaration_id', string='Tax shelter certificates', readonly=True)
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date_from = fields.Date(string='Date from', required=True)
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date_to = fields.Date(string='Date to', required=True)
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month_from = fields.Char(String='Month from', required=True)
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month_to = fields.Char(String='Month to', required=True)
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tax_shelter_percentage = fields.Selection([('30','30%'),
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('45','45%')],
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string='Tax Shelter percentage', required=True)
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state = fields.Selection([('draft','Draft'),
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('computed','Computed'),
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('validated','Validated')],
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string='State',required=True, default="draft")
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company_id = fields.Many2one('res.company', string='Company', required=True,
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change_default=True, readonly=True,
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default=lambda self: self.env['res.company']._company_default_get())
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tax_shelter_capital_limit = fields.Float(string="Tax shelter capital limite", required=True)
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def _prepare_line(self, certificate, entry):
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line_vals = {}
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line_vals['tax_shelter_certificate'] = certificate.id
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line_vals['share_type'] = entry.share_product_id.id
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line_vals['share_short_name'] = entry.share_short_name
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line_vals['share_unit_price'] = entry.share_unit_price
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line_vals['quantity'] = entry.quantity
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line_vals['transaction_date'] = entry.date
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line_vals['type'] = TYPE_MAP[entry.type]
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return line_vals
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def _compute_certificates(self,entries,partner_certificate):
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for entry in entries:
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certificate = partner_certificate.get(entry.partner_id.id, False)
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if not certificate:
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#create a certificate for this cooperator
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cert_vals={}
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cert_vals['declaration_id'] = self.id
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cert_vals['partner_id'] = entry.partner_id.id
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cert_vals['cooperator_number'] = entry.partner_id.cooperator_register_number
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certificate = self.env['tax.shelter.certificate'].create(cert_vals)
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partner_certificate[entry.partner_id.id] = certificate
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line_vals = self._prepare_line(certificate, entry)
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self.env['certificate.line'].create(line_vals)
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return partner_certificate
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@api.one
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def compute_declaration(self):
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entries = self.env['subscription.register'].search([('date','>=',self.date_from),
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('date','<=',self.date_to),
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('type','=','subscription')])
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partner_certificate = self._compute_certificates(entries, partner_certificate = {})
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entries = self.env['subscription.register'].search([('date','<=',self.date_to),
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('type','in',['sell_back','transfer'])])
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partner_certificate = self._compute_certificates(entries, partner_certificate)
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self.state = 'computed'
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@api.one
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def generate_attachments(self):
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self.tax_shelter_certificates.generate_certificates_report()
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@api.one
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def validate_declaration(self):
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self.state = 'validated'
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@api.one
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def reset_declaration(self):
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if not self.state == 'validated':
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certificate_ids = self.tax_shelter_certificates.ids
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self.tax_shelter_certificates.unlink()
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certificate_attchments = self.env['ir.attachment'].search([('res_model','=','tax.shelter.certificate'),
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('res_id','in',certificate_ids)])
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certificate_attchments.unlink
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class TaxShelterCertificate(models.Model):
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_name = "tax.shelter.certificate"
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_order = "cooperator_number asc"
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cooperator_number = fields.Integer(string='Cooperator number', required=True, readonly=True)
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partner_id = fields.Many2one('res.partner', string='Cooperator', required=True, readonly=True)
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state = fields.Selection([('draft','Draft'),
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('validated','Validated'),
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('sent','Sent')],
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string='State',required=True, default="draft")
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declaration_id = fields.Many2one('tax.shelter.declaration', string='Declaration', required=True, readonly=True)
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lines = fields.One2many('certificate.line','tax_shelter_certificate', string='Certificate lines', readonly=True)
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subscribed_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Shares subscribed', readonly=True)
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resold_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Shares resold', readonly=True)
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transfered_lines = fields.One2many(compute='_compute_certificate_lines', comodel_name='certificate.line', string='Shares transfered', readonly=True)
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total_amount_subscribed = fields.Float(compute='_compute_amounts', string='Total subscribed')
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total_amount_resold = fields.Float(compute='_compute_amounts', string='Total resold')
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total_amount_transfered = fields.Float(compute='_compute_amounts', string='Total transfered')
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total_amount = fields.Float(compute='_compute_amounts', string='Total', readonly=True)
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company_id = fields.Many2one(related="declaration_id.company_id", string="Company")
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def attach_to_certificate(self, report, report_name):
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attachment_data = {
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'name': report_name,
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'datas_fname': report_name,
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'datas': report,
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'res_model': 'tax.shelter.certificate',
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'res_id': self.id,
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}
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self.env['ir.attachment'].create(attachment_data)
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@api.multi
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def generate_certificates_report(self):
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report_dic = {'easy_my_coop_taxshelter_report.tax_shelter_subscription_report':'Tax Shelter Subscription',
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'easy_my_coop_taxshelter_report.tax_shelter_shares_report':'Tax Shelter Shares'}
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for certificate in self:
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for report_action, name in report_dic.items():
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report = self.env['report'].get_pdf(certificate, report_action)
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report = base64.b64encode(report)
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report_name = certificate.partner_id.name + ' ' + name + ' ' + certificate.declaration_id.name + '.pdf'
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certificate.attach_to_certificate(report, report_name)
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@api.multi
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def print_subscription_certificate(self):
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self.ensure_one()
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return self.env['report'].get_action(self, 'easy_my_coop_taxshelter_report.tax_shelter_subscription_report')
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@api.multi
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def print_shares_certificate(self):
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self.ensure_one()
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return self.env['report'].get_action(self, 'easy_my_coop_taxshelter_report.tax_shelter_shares_report')
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@api.multi
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def _compute_amounts(self):
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for certificate in self:
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total_amount_subscribed = 0
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total_amount_transfered = 0
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total_amount_resold = 0
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for line in certificate.subscribed_lines:
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total_amount_subscribed += line.amount_subscribed
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certificate.total_amount_subscribed = total_amount_subscribed
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for line in certificate.transfered_lines:
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total_amount_transfered += line.amount_transfered
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certificate.total_amount_transfered = total_amount_transfered
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for line in certificate.resold_lines:
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total_amount_resold += line.amount_resold
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certificate.total_amount_resold = total_amount_resold
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certificate.total_amount = certificate.total_amount_subscribed + certificate.total_amount_resold + certificate.total_amount_transfered
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@api.multi
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def _compute_certificate_lines(self):
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for certificate in self:
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certificate.subscribed_lines = certificate.lines.filtered(lambda r: r.type == 'subscribed')
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certificate.resold_lines = certificate.lines.filtered(lambda r: r.type == 'resold')
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certificate.transfered_lines = certificate.lines.filtered(lambda r: r.type == 'transfered')
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class TaxShelterCertificateLine(models.Model):
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_name= "certificate.line"
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tax_shelter_certificate = fields.Many2one('tax.shelter.certificate', string="Tax shelter certificate",ondelete='cascade',required=True)
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share_type = fields.Many2one('product.product', string='Share type', required=True, readonly=True)
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share_unit_price = fields.Float(string='Share price', required=True, readonly=True)
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quantity = fields.Integer(string='Number of shares', required=True, readonly=True)
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transaction_date = fields.Date(string="Transaction date")
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type = fields.Selection([('subscribed','Subscribed'),
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('resold','Resold'),
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('transfered','Transfered'),
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('kept','Kept')], required=True, readonly=True)
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amount_subscribed = fields.Float(compute='_compute_totals', string='Amount subscribed',store=True)
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amount_resold = fields.Float(compute='_compute_totals', string='Amount resold',store=True)
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amount_transfered = fields.Float(compute='_compute_totals', string='Amount transfered',store=True)
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share_short_name = fields.Char(string='Share type name', readonly=True)
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@api.multi
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@api.depends('quantity','share_unit_price')
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def _compute_totals(self):
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for line in self:
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if line.type == 'subscribed':
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line.amount_subscribed = line.share_unit_price * line.quantity
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if line.type == 'resold':
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line.amount_resold = line.share_unit_price * -(line.quantity)
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if line.type == 'transfered':
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line.amount_transfered = line.share_unit_price * -(line.quantity)
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