class AttributeOption(Model):
_name = "product.attribute.option"
_fields = {
"attribute_id":
fields.Many2One("product.attribute", "Attribute", required=True),
"name":
fields.Char("Name", required=True, translate=True, size=256),
"code":
fields.Char("Code", required=True, size=256),
"sequence":
fields.Integer("Sequence", required=True),
"description":
fields.Text("Description"),
"image":
fields.File("Image"),
"price":
fields.Float("Price"),
}
_order = "sequence"
_defaults = {
"sequence": 0,
}
class Move(Model):
_name = "account.move"
_string = "Journal Entry"
_name_field = "number"
_multi_company = True
_audit_log = True
_key = ["company_id", "number"]
_fields = {
"journal_id":
fields.Many2One("account.journal",
"Journal",
required=True,
search=True),
"narration":
fields.Text("Narration", required=True, search=True),
"date":
fields.Date("Document Date", required=True, search=True, index=True),
"date_posted":
fields.Date("Posted Date", search=True, index=True),
"state":
fields.Selection(
[["draft", "Draft"], ["posted", "Posted"], ["voided", "Voided"]],
"Status",
required=True,
search=True),
"lines":
fields.One2Many("account.move.line", "move_id", "Lines"),
"total_debit":
fields.Decimal("Total Debit",
function="get_total",
function_multi=True),
"total_credit":
fields.Decimal("Total Credit",
function="get_total",
function_multi=True),
"type":
fields.Selection([["auto", "auto"], ["manual", "Manual"]], "Type"),
"ref":
fields.Char("Reference", search=True),
"number":
fields.Char("Number", search=True, required=True),
"default_line_desc":
fields.Boolean("Default narration to line description"),
"comments":
fields.One2Many("message", "related_id", "Comments"),
"related_id":
fields.Reference(
[["account.invoice", "Invoice"], ["account.payment", "Payment"],
["account.transfer", "Transfer"], ["hr.expense", "Expense Claim"],
["service.contract", "Service Contract"], ["pawn.loan", "Loan"],
["landed.cost", "Landed Cost"],
["stock.picking", "Stock Picking"]], "Related To"),
"company_id":
fields.Many2One("company", "Company"),
"track_entries":
fields.One2Many("account.track.entry", "move_id", "Tracking Entries"),
"difference":
fields.Float("Difference",
function="get_difference",
function_multi=True),
}
def _get_journal(self, context={}):
settings = get_model("settings").browse(1)
return settings.general_journal_id.id
def _get_number(self, context={}):
journal_id = context.get("journal_id")
if not journal_id:
settings = get_model("settings").browse(1)
journal_id = settings.general_journal_id.id
if not journal_id:
return
journal = get_model("account.journal").browse(journal_id)
seq_id = journal.sequence_id.id
if not seq_id:
return
while 1:
num = get_model("sequence").get_next_number(seq_id,
context=context)
res = self.search([["number", "=", num]])
if not res:
return num
get_model("sequence").increment_number(seq_id, context=context)
_defaults = {
"state": "draft",
"default_line_desc": True,
"type": "auto",
"date": lambda *a: time.strftime("%Y-%m-%d"),
"journal_id": _get_journal,
"number": _get_number,
"company_id": lambda *a: get_active_company(),
}
_order = "date desc,id desc"
def get_difference(self, ids, context):
vals = {}
for obj in self.browse(ids):
vals[obj.id] = {
"difference": obj.total_debit - obj.total_credit,
}
return vals
def create(self, vals, **kw):
t0 = time.time()
new_id = super().create(vals, **kw)
t01 = time.time()
dt01 = (t01 - t0) * 1000
print("account_move.dt01", dt01)
obj = self.browse([new_id])[0]
line_ids = []
rec_ids = []
for line in obj.lines:
line_ids.append(line.id)
if line.reconcile_id:
rec_ids.append(line.reconcile_id.id)
get_model("account.move.line").function_store(line_ids)
if rec_ids:
get_model("account.reconcile").function_store(rec_ids)
get_model("field.cache").clear_cache(model="account.account")
t1 = time.time()
dt = (t1 - t0) * 1000
print("account_move.create <<< %d ms" % dt)
return new_id
def write(self, ids, vals, **kw):
super().write(ids, vals, **kw)
line_ids = []
rec_ids = []
for obj in self.browse(ids):
for line in obj.lines:
line_ids.append(line.id)
if line.reconcile_id:
rec_ids.append(line.reconcile_id.id)
get_model("account.move.line").function_store(line_ids)
if rec_ids:
get_model("account.reconcile").function_store(rec_ids)
move_ids = []
for rec in get_model("account.reconcile").browse(rec_ids):
for line in rec.lines:
move_ids.append(line.move_id.id)
move_ids = list(set(move_ids))
inv_ids = get_model("account.invoice").search(
[["move_id", "in", move_ids]])
if inv_ids:
get_model("account.invoice").function_store(
inv_ids) # XXX: check this
get_model("field.cache").clear_cache(model="account.account")
def delete(self, ids, **kw):
rec_ids = []
for obj in self.browse(ids):
if obj.state == "posted":
raise Exception("Can not deleted posted journal entry")
for line in obj.lines:
if line.reconcile_id:
rec_ids.append(line.reconcile_id.id)
super().delete(ids, **kw)
if rec_ids:
get_model("account.reconcile").function_store(rec_ids)
get_model("field.cache").clear_cache(model="account.account")
def post(self, ids, context={}):
settings = get_model("settings").browse(1)
for obj in self.browse(ids):
if settings.lock_date:
assert obj.date >= settings.lock_date, "Accounting transaction is before lock date"
if obj.state != "draft":
raise Exception("Journal entry is not draft")
total_debit = 0
total_credit = 0
for line in obj.lines:
acc = line.account_id
if acc.type == "view":
raise Exception(
"Can not post to 'view' account ([%s] %s)" %
(acc.code, acc.name))
if acc.company_id.id != obj.company_id.id:
raise Exception(
"Wrong company for account %s in journal entry %s (account company: %s, journal entry company %s)("
% (acc.code, obj.number, acc.company_id.code,
obj.company_id.code))
if acc.require_contact and not line.contact_id:
raise Exception("Missing contact for account %s" %
acc.code)
if acc.require_tax_no and not line.tax_no:
raise Exception("Missing tax number for account %s" %
acc.code)
if acc.require_track and not line.track_id:
raise Exception(
"Missing tracking category for account %s" % acc.code)
if acc.require_track2 and not line.track2_id:
raise Exception(
"Missing secondary tracking category for account %s" %
acc.code)
if line.debit < 0:
raise Exception("Debit amount is negative (%s)" %
line.debit)
if line.credit < 0:
raise Exception("Credit amount is negative (%s)" %
line.credit)
if line.debit > 0 and line.credit > 0:
raise Exception(
"Debit and credit amounts can not be both non-zero (account: %s, debit: %s, credit: %s)"
% (line.account_id.name_get()[0][1], line.debit,
line.credit))
total_debit += line.debit
total_credit += line.credit
if line.tax_comp_id and not line.tax_date:
line.write({"tax_date": line.move_id.date})
if acc.currency_id.id != settings.currency_id.id and line.amount_cur is None:
raise Exception("Missing currency amount for account %s" %
line.account_id.name_get()[0][1])
if line.amount_cur is not None and acc.currency_id.id == settings.currency_id.id:
raise Exception(
"Currency amount for account %s should be empty" %
line.account_id.name_get()[0][1])
if line.amount_cur is not None and line.amount_cur < 0:
raise Exception("Currency amount is negative (%s)" %
line.amount_cur)
if abs(total_debit - total_credit) != 0:
print("NOT BALANCED total_debit=%s total_credit=%s" %
(total_debit, total_credit))
for line in obj.lines:
print(" ACC: [%s] %s DR: %s CR: %s" %
(line.account_id.code, line.account_id.name,
line.debit, line.credit))
raise Exception(
"Journal entry is not balanced (debit=%s, credit=%s)" %
(total_debit, total_credit))
obj.write({"state": "posted"})
if not obj.date_posted:
date_posted = time.strftime("%Y-%m-%d")
obj.write({"date_posted": date_posted})
obj.create_track_entries()
seq = 1
for line in obj.lines:
line.write({"sequence": seq}) # XXX
seq += 1
if not context.get("no_reconcile"):
bank_ids = []
for obj in self.browse(ids):
for line in obj.lines:
acc = line.account_id
if acc.type in ("bank", "cash", "cheque"):
bank_ids.append(acc.id)
if bank_ids:
bank_ids = list(set(bank_ids))
get_model("account.account").auto_bank_reconcile(bank_ids)
get_model("account.balance").update_balances()
def create_track_entries(self, ids, context={}):
obj = self.browse(ids[0])
settings = get_model("settings").browse(1)
for line in obj.lines:
if line.track_id:
amt = line.credit - line.debit
if line.track_id.currency_id:
amt = get_model("currency").convert(
amt, settings.currency_id.id,
line.track_id.currency_id.id)
vals = {
"date": obj.date,
"track_id": line.track_id.id,
"amount": amt,
"description": line.description,
"move_id": obj.id,
}
get_model("account.track.entry").create(vals)
if line.track2_id:
amt = line.credit - line.debit
if line.track2_id.currency_id:
amt = get_model("currency").convert(
amt, settings.currency_id.id,
line.track2_id.currency_id.id)
vals = {
"date": obj.date,
"track_id": line.track2_id.id,
"amount": amt,
"description": line.description,
"move_id": obj.id,
}
get_model("account.track.entry").create(vals)
def void(self, ids, context={}):
obj = self.browse(ids[0])
settings = get_model("settings").browse(1)
if settings.lock_date:
if obj.date < settings.lock_date:
raise Exception("Accounting transaction is before lock date")
obj.lines.unreconcile()
obj.write({"state": "voided"})
obj.delete_track_entries()
get_model("field.cache").clear_cache(model="account.account")
get_model("account.balance").update_balances()
def delete_track_entries(self, ids, context={}):
obj = self.browse(ids[0])
obj.track_entries.delete()
def get_total(self, ids, context):
vals = {}
for obj in self.browse(ids):
total_debit = 0
total_credit = 0
for line in obj.lines:
total_debit += line.debit
total_credit += line.credit
vals[obj.id] = {
"total_debit": total_debit,
"total_credit": total_credit,
}
return vals
def update_amounts(self, context):
data = context["data"]
data["total_debit"] = 0
data["total_credit"] = 0
for line in data["lines"]:
if not line:
continue
debit = line.get("debit") or 0
credit = line.get("credit") or 0
data["total_debit"] += debit
data["total_credit"] += credit
if line.get("debit") is not None and line.get("credit") is None:
line["credit"] = 0
if line.get("credit") is not None and line.get("debit") is None:
line["debit"] = 0
data["difference"] = data["total_debit"] - data["total_credit"]
return data
def get_line_desc(self, context):
data = context["data"]
path = context["path"]
if not data.get("default_line_desc"):
return
if not get_data_path(data, path):
set_data_path(data, path, data.get("narration"))
return data
def view_journal(self, ids, context={}):
res = self.read(ids, ["related_id"])[0]["related_id"]
rel = res and res[0] or None
next = None
if rel:
model, model_id = rel.split(",")
if model == "account.invoice":
next = {
"name": "view_invoice",
"active_id": model_id,
}
elif model == "account.payment":
next = {
"name": "payment",
"mode": "form",
"active_id": model_id,
}
elif model == "account.transfer":
next = {
"name": "bank_transfer",
"mode": "form",
"active_id": model_id,
}
elif model == "account.claim":
next = {
"name": "account_claim_edit",
"active_id": model_id,
}
if not next:
next = {
"name": "journal_entry",
"mode": "form",
"active_id": ids[0],
}
return {"next": next}
def copy(self, ids, context={}):
obj = self.browse(ids)[0]
vals = {
"journal_id": obj.journal_id.id,
"ref": obj.ref,
"default_line_desc": obj.default_line_desc,
"narration": obj.narration,
"lines": [],
}
for line in obj.lines:
line_vals = {
"description": line.description,
"account_id": line.account_id.id,
"debit": line.debit,
"credit": line.credit,
"tax_comp_id": line.tax_comp_id.id,
"tax_base": line.tax_base,
"contact_id": line.contact_id.id,
"track_id": line.track_id.id,
"track2_id": line.track2_id.id,
}
vals["lines"].append(("create", line_vals))
new_id = self.create(vals, context={"journal_id": obj.journal_id.id})
new_obj = self.browse(new_id)
return {
"next": {
"name": "journal_entry",
"mode": "form",
"active_id": new_id,
},
"flash":
"Journal entry %s copied to %s" % (obj.number, new_obj.number),
}
def to_draft(self, ids, context={}):
obj = self.browse(ids)[0]
for line in obj.lines:
line.unreconcile()
obj.write({"state": "draft"})
obj.delete_track_entries()
get_model("account.balance").update_balances()
return {
"next": {
"name": "journal_entry",
"mode": "form",
"active_id": obj.id,
},
"flash": "Journal entry #%d set to draft" % obj.id,
}
def onchange_journal(self, context={}):
data = context["data"]
journal_id = data["journal_id"]
date = data["date"]
number = self._get_number(context={
"journal_id": journal_id,
"date": date
})
data["number"] = number
return data
def onchange_date(self, context={}):
data = context["data"]
journal_id = data["journal_id"]
date = data["date"]
number = self._get_number(context={
"journal_id": journal_id,
"date": date
})
data["number"] = number
return data
def get_data(self, ids, context={}):
company_id = get_active_company()
comp = get_model("company").browse(company_id)
settings = get_model('settings').browse(1)
pages = []
for obj in self.browse(ids):
lines = []
for line in obj.lines:
lines.append({
'description': line.description,
'account_code': line.account_id.code,
'account_name': line.account_id.name,
'debit': line.debit,
'credit': line.credit,
'tax_comp': line.tax_comp_id.name,
'tax_base': line.tax_base,
'track': line.track_id.name,
'contact': line.contact_id.name,
})
data = {
"comp_name": comp.name,
"number": obj.number,
"date": obj.date,
"journal": obj.journal_id.name,
"narration": obj.narration,
"lines": lines,
"total_debit": obj.total_debit,
"total_credit": obj.total_credit,
}
if settings.logo:
data['logo'] = get_file_path(settings.logo)
pages.append(data)
if pages:
pages[-1]["is_last_page"] = True
return {
"pages": pages,
"logo":
get_file_path(settings.logo), # XXX: remove when render_odt fixed
}
def reverse(self, ids, context={}):
obj = self.browse(ids)[0]
vals = {
"journal_id": obj.journal_id.id,
"ref": obj.ref,
"default_line_desc": obj.default_line_desc,
"narration": obj.narration,
"lines": [],
}
for line in obj.lines:
line_vals = {
"description": line.description,
"account_id": line.account_id.id,
"debit": line.credit,
"credit": line.debit,
"tax_comp_id": line.tax_comp_id.id,
"tax_base": line.tax_base,
"contact_id": line.contact_id.id,
"track_id": line.track_id.id,
"track2_id": line.track2_id.id,
}
vals["lines"].append(("create", line_vals))
new_id = self.create(vals, context={"journal_id": obj.journal_id.id})
self.post([new_id])
new_obj = self.browse(new_id)
return {
"next": {
"name": "journal_entry",
"mode": "form",
"active_id": new_id,
},
"flash":
"Journal entry %s reversed to %s" % (obj.number, new_obj.number),
"reverse_move_id":
new_id,
}
class SaleQuot(Model):
_name = "sale.quot"
_string = "Quotation"
_audit_log = True
_name_field = "number"
_key = ["number"]
_multi_company = True
_fields = {
"number":
fields.Char("Number", required=True, search=True),
"ref":
fields.Char("Ref", search=True),
"contact_id":
fields.Many2One("contact", "Contact", required=True, search=True),
"date":
fields.Date("Date", required=True, search=True),
"exp_date":
fields.Date("Valid Until"),
"state":
fields.Selection([("draft", "Draft"),
("waiting_approval", "Awaiting Approval"),
("approved", "Approved"), ("won", "Won"),
("lost", "Lost"), ("revised", "Revised")],
"Status",
function="get_state",
store=True),
"lines":
fields.One2Many("sale.quot.line", "quot_id", "Lines"),
"amount_subtotal":
fields.Decimal("Subtotal",
function="get_amount",
function_multi=True,
store=True),
"amount_tax":
fields.Decimal("Tax Amount",
function="get_amount",
function_multi=True,
store=True),
"amount_total":
fields.Decimal("Total",
function="get_amount",
function_multi=True,
store=True),
"amount_total_words":
fields.Char("Total Words", function="get_amount_total_words"),
"qty_total":
fields.Decimal("Total", function="get_qty_total"),
"currency_id":
fields.Many2One("currency", "Currency", required=True),
"opport_id":
fields.Many2One("sale.opportunity", "Opportunity", search=True),
"user_id":
fields.Many2One("base.user", "Owner", search=True),
"tax_type":
fields.Selection([["tax_ex", "Tax Exclusive"],
["tax_in", "Tax Inclusive"], ["no_tax", "No Tax"]],
"Tax Type",
required=True),
"sales":
fields.One2Many("sale.order", "quot_id", "Sales Orders"),
"payment_terms":
fields.Text("Payment Terms"),
"other_info":
fields.Text("Other Information"),
"comments":
fields.One2Many("message", "related_id", "Comments"),
"activities":
fields.One2Many("activity", "related_id", "Activities"),
"documents":
fields.One2Many("document", "related_id", "Documents"),
"uuid":
fields.Char("UUID"),
"price_list_id":
fields.Many2One("price.list", "Price List"),
"emails":
fields.One2Many("email.message", "related_id", "Emails"),
"company_id":
fields.Many2One("company", "Company"),
"related_id":
fields.Reference([["issue", "Issue"]], "Related To"),
"ship_term_id":
fields.Many2One("ship.term", "Shipping Terms"),
"sequence_id":
fields.Many2One("sequence", "Number Sequence"),
"job_template_id":
fields.Many2One("job.template", "Service Order Template"),
"lost_sale_code_id":
fields.Many2One("reason.code",
"Lost Sale Reason Code",
condition=[["type", "=", "lost_sale"]]),
"agg_amount_total":
fields.Decimal("Total Amount", agg_function=["sum", "amount_total"]),
"agg_amount_subtotal":
fields.Decimal("Total Amount w/o Tax",
agg_function=["sum", "amount_subtotal"]),
"year":
fields.Char("Year", sql_function=["year", "date"]),
"quarter":
fields.Char("Quarter", sql_function=["quarter", "date"]),
"month":
fields.Char("Month", sql_function=["month", "date"]),
"week":
fields.Char("Week", sql_function=["week", "date"]),
"est_costs":
fields.One2Many("quot.cost", "quot_id", "Costs"),
"est_cost_amount":
fields.Float("Estimated Cost Amount",
function="get_est_profit",
function_multi=True),
"est_profit_amount":
fields.Float("Estimated Profit Amount",
function="get_est_profit",
function_multi=True),
"est_margin_percent":
fields.Float("Estimated Margin %",
function="get_est_profit",
function_multi=True),
"currency_rates":
fields.One2Many("custom.currency.rate", "related_id",
"Currency Rates"),
}
def _get_number(self, context={}):
seq_id = get_model("sequence").find_sequence(type="sale_quot")
if not seq_id:
return None
while 1:
num = get_model("sequence").get_next_number(seq_id,
context=context)
if not num:
return None
user_id = get_active_user()
set_active_user(1)
res = self.search([["number", "=", num]])
set_active_user(user_id)
if not res:
return num
get_model("sequence").increment_number(seq_id, context=context)
def _get_currency(self, context={}):
settings = get_model("settings").browse(1)
return settings.currency_id.id
_defaults = {
"state": "draft",
"date": lambda *a: time.strftime("%Y-%m-%d"),
"number": _get_number,
"currency_id": _get_currency,
"tax_type": "tax_ex",
"user_id": lambda self, context: get_active_user(),
"uuid": lambda *a: str(uuid.uuid4()),
"company_id": lambda *a: get_active_company(),
}
_constraints = ["check_fields"]
_order = "date desc"
def check_fields(self, ids, context={}):
for obj in self.browse(ids):
if obj.state in ("waiting_approval", "approved"):
if not obj.lines:
raise Exception("No lines in quotation")
def create(self, vals, **kw):
id = super().create(vals, **kw)
self.function_store([id])
return id
def write(self, ids, vals, **kw):
opport_ids = []
for obj in self.browse(ids):
if obj.opport_id:
opport_ids.append(obj.opport_id.id)
super().write(ids, vals, **kw)
if opport_ids:
get_model("sale.opportunity").function_store(opport_ids)
self.function_store(ids)
def function_store(self, ids, field_names=None, context={}):
super().function_store(ids, field_names, context)
opport_ids = []
for obj in self.browse(ids):
if obj.opport_id:
opport_ids.append(obj.opport_id.id)
if opport_ids:
get_model("sale.opportunity").function_store(opport_ids)
def get_amount(self, ids, context={}):
res = {}
for obj in self.browse(ids):
vals = {}
subtotal = 0
tax = 0
for line in obj.lines:
if line.is_hidden:
continue
if line.tax_id:
line_tax = get_model("account.tax.rate").compute_tax(
line.tax_id.id, line.amount, tax_type=obj.tax_type)
else:
line_tax = 0
tax += line_tax
if obj.tax_type == "tax_in":
subtotal += (line.amount or 0) - line_tax
else:
subtotal += line.amount or 0
vals["amount_subtotal"] = subtotal
vals["amount_tax"] = tax
vals["amount_total"] = subtotal + tax
res[obj.id] = vals
return res
def get_qty_total(self, ids, context={}):
res = {}
for obj in self.browse(ids):
qty = sum([line.qty for line in obj.lines])
res[obj.id] = qty or 0
return res
def submit_for_approval(self, ids, context={}):
for obj in self.browse(ids):
if obj.state != "draft":
raise Exception("Invalid state")
obj.write({"state": "waiting_approval"})
self.trigger(ids, "submit_for_approval")
def approve(self, ids, context={}):
for obj in self.browse(ids):
if obj.state not in ("draft", "waiting_approval"):
raise Exception("Invalid state")
obj.write({"state": "approved"})
def update_amounts(self, context):
print("update_amounts")
data = context["data"]
data["amount_subtotal"] = 0
data["amount_tax"] = 0
tax_type = data["tax_type"]
for line in data["lines"]:
if not line:
continue
amt = (line.get("qty") or 0) * (line.get("unit_price") or 0)
if line.get("discount"):
disc = amt * line["discount"] / Decimal(100)
amt -= disc
else:
disc = 0
line["amount"] = amt
hide_parents = []
for line in data["lines"]:
if not line:
continue
if line.get("sequence") and line.get("hide_sub"):
hide_parents.append(line["sequence"])
is_hidden = {}
hide_totals = {}
for line in data["lines"]:
if not line:
continue
if not line.get("sequence"):
continue
parent_seq = None
for seq in hide_parents:
if line["sequence"].startswith(seq + "."):
parent_seq = seq
break
if parent_seq:
is_hidden[line["sequence"]] = True
hide_totals.setdefault(parent_seq, 0)
hide_totals[parent_seq] += line["amount"]
for line in data["lines"]:
if not line:
continue
if line.get("sequence") and line.get("hide_sub"):
line["amount"] = hide_totals.get(line["sequence"], 0)
if line["qty"]:
line["unit_price"] = line["amount"] / line["qty"]
for line in data["lines"]:
if is_hidden.get(line.get("sequence")):
continue
tax_id = line.get("tax_id")
if tax_id:
tax = get_model("account.tax.rate").compute_tax(
tax_id, line["amount"], tax_type=tax_type)
data["amount_tax"] += tax
else:
tax = 0
if tax_type == "tax_in":
data["amount_subtotal"] += line["amount"] - tax
else:
data["amount_subtotal"] += line["amount"]
data["amount_total"] = data["amount_subtotal"] + data["amount_tax"]
return data
def onchange_product(self, context):
data = context["data"]
contact_id = data.get("contact_id")
if contact_id:
contact = get_model("contact").browse(contact_id)
else:
contact = None
path = context["path"]
line = get_data_path(data, path, parent=True)
prod_id = line.get("product_id")
if not prod_id:
return {}
prod = get_model("product").browse(prod_id)
line["description"] = prod.description
line["est_margin_percent_input"] = prod.gross_profit
line["qty"] = 1
if prod.uom_id is not None:
line["uom_id"] = prod.uom_id.id
pricelist_id = data["price_list_id"]
price = None
if pricelist_id:
price = get_model("price.list").get_price(pricelist_id, prod.id, 1)
price_list = get_model("price.list").browse(pricelist_id)
price_currency_id = price_list.currency_id.id
if price is None:
price = prod.sale_price
settings = get_model("settings").browse(1)
price_currency_id = settings.currency_id.id
if price is not None:
currency_id = data["currency_id"]
price_cur = get_model("currency").convert(price, price_currency_id,
currency_id)
line["unit_price"] = price_cur
if prod.sale_tax_id is not None:
line["tax_id"] = prod.sale_tax_id.id
data = self.update_amounts(context)
return data
def onchange_qty(self, context):
data = context["data"]
path = context["path"]
line = get_data_path(data, path, parent=True)
prod_id = line.get("product_id")
if not prod_id:
return {}
prod = get_model("product").browse(prod_id)
pricelist_id = data["price_list_id"]
qty = line["qty"]
if line.get("unit_price") is None:
price = None
if pricelist_id:
price = get_model("price.list").get_price(
pricelist_id, prod.id, qty)
price_list = get_model("price.list").browse(pricelist_id)
price_currency_id = price_list.currency_id.id
if price is None:
price = prod.sale_price
settings = get_model("settings").browse(1)
price_currency_id = settings.currency_id.id
if price is not None:
currency_id = data["currency_id"]
price_cur = get_model("currency").convert(
price, price_currency_id, currency_id)
line["unit_price"] = price_cur
data = self.update_amounts(context)
return data
def onchange_contact(self, context):
data = context["data"]
contact_id = data.get("contact_id")
if not contact_id:
return {}
contact = get_model("contact").browse(contact_id)
data["payment_terms"] = contact.payment_terms
data["price_list_id"] = contact.sale_price_list_id.id
if contact.currency_id:
data["currency_id"] = contact.currency_id.id
else:
settings = get_model("settings").browse(1)
data["currency_id"] = settings.currency_id.id
return data
def onchange_uom(self, context):
data = context["data"]
path = context["path"]
line = get_data_path(data, path, parent=True)
prod_id = line.get("product_id")
if not prod_id:
return {}
prod = get_model("product").browse(prod_id)
uom_id = line.get("uom_id")
if not uom_id:
return {}
uom = get_model("uom").browse(uom_id)
if prod.sale_price is not None:
line[
"unit_price"] = prod.sale_price * uom.ratio / prod.uom_id.ratio
data = self.update_amounts(context)
return data
def copy(self, ids, context):
obj = self.browse(ids)[0]
vals = {
"ref": obj.number,
"contact_id": obj.contact_id.id,
"currency_id": obj.currency_id.id,
"tax_type": obj.tax_type,
"payment_terms": obj.payment_terms,
"other_info": obj.other_info,
"exp_date": obj.exp_date,
"opport_id": obj.opport_id.id,
"lines": [],
}
for line in obj.lines:
line_vals = {
"product_id": line.product_id.id,
"description": line.description,
"qty": line.qty,
"uom_id": line.uom_id.id,
"unit_price": line.unit_price,
"discount": line.discount,
"tax_id": line.tax_id.id,
}
vals["lines"].append(("create", line_vals))
new_id = self.create(vals, context=context)
new_obj = self.browse(new_id)
return {
"next": {
"name": "quot",
"mode": "form",
"active_id": new_id,
},
"flash":
"Quotation %s copied from %s" % (new_obj.number, obj.number),
}
def revise(self, ids, context):
obj = self.browse(ids)[0]
res = self.copy(ids, context)
obj.write({"state": "revised"})
return res
def copy_to_sale_order(self, ids, context):
id = ids[0]
obj = self.browse(id)
sale_vals = {
"ref": obj.number,
"quot_id": obj.id,
"contact_id": obj.contact_id.id,
"currency_id": obj.currency_id.id,
"tax_type": obj.tax_type,
"lines": [],
"user_id": obj.user_id.id,
"other_info": obj.other_info,
"payment_terms": obj.payment_terms,
"price_list_id": obj.price_list_id.id,
"job_template_id": obj.job_template_id.id,
"est_costs": [],
"currency_rates": [],
}
for line in obj.lines:
if not line.qty or not line.uom_id or not line.unit_price:
continue
prod = line.product_id
line_vals = {
"sequence": line.sequence,
"product_id": prod.id,
"description": line.description,
"qty": line.qty,
"uom_id": line.uom_id.id,
"unit_price": line.unit_price if not line.is_hidden else 0,
"discount": line.discount if not line.is_hidden else 0,
"tax_id": line.tax_id.id if not line.is_hidden else None,
"location_id": prod.location_id.id if prod else None,
}
sale_vals["lines"].append(("create", line_vals))
for cost in obj.est_costs:
cost_vals = {
"sequence": cost.sequence,
"product_id": cost.product_id.id,
"description": cost.description,
"supplier_id": cost.supplier_id.id,
"list_price": cost.list_price,
"purchase_price": cost.purchase_price,
"purchase_duty_percent": cost.purchase_duty_percent,
"purchase_ship_percent": cost.purchase_ship_percent,
"landed_cost": cost.landed_cost,
"qty": cost.qty,
"currency_id": cost.currency_id.id,
}
sale_vals["est_costs"].append(("create", cost_vals))
for r in obj.currency_rates:
rate_vals = {
"currency_id": r.currency_id.id,
"rate": r.rate,
}
sale_vals["currency_rates"].append(("create", rate_vals))
sale_id = get_model("sale.order").create(sale_vals, context=context)
sale = get_model("sale.order").browse(sale_id)
return {
"next": {
"name": "sale",
"mode": "form",
"active_id": sale_id,
},
"flash":
"Sale order %s created from quotation %s" %
(sale.number, obj.number)
}
def do_won(self, ids, context={}):
for obj in self.browse(ids):
assert obj.state == "approved"
obj.write({"state": "won"})
def do_lost(self, ids, context={}):
for obj in self.browse(ids):
assert obj.state == "approved"
obj.write({"state": "lost"})
def do_reopen(self, ids, context={}):
for obj in self.browse(ids):
assert obj.state in ("won", "lost")
obj.write({"state": "approved"})
def get_state(self, ids, context={}):
vals = {}
for obj in self.browse(ids):
state = obj.state
if state == "approved":
found = False
for sale in obj.sales:
if sale.state in ("confirmed", "done"):
found = True
break
if found:
state = "won"
vals[obj.id] = state
return vals
def view_link(self, ids, context={}):
obj = self.browse(ids)[0]
uuid = obj.uuid
dbname = get_active_db()
return {
"next": {
"type": "url",
"url": "/view_quot?dbname=%s&uuid=%s" % (dbname, uuid),
}
}
def get_template_quot_form(self, ids, context={}):
obj = self.browse(ids)[0]
has_discount = False
for line in obj.lines:
if line.discount:
has_discount = True
if has_discount:
return "quot_form_disc"
else:
return "quot_form"
def to_draft(self, ids, context={}):
obj = self.browse(ids)[0]
obj.write({"state": "draft"})
def get_amount_total_words(self, ids, context={}):
vals = {}
for obj in self.browse(ids):
amount_total_words = utils.num2word(obj.amount_total)
vals[obj.id] = amount_total_words
return vals
def onchange_sequence(self, context={}):
data = context["data"]
seq_id = data["sequence_id"]
if not seq_id:
return None
while 1:
num = get_model("sequence").get_next_number(seq_id,
context=context)
res = self.search([["number", "=", num]])
if not res:
break
get_model("sequence").increment_number(seq_id, context=context)
data["number"] = num
return data
def onchange_cost_product(self, context):
data = context["data"]
path = context["path"]
line = get_data_path(data, path, parent=True)
prod_id = line.get("product_id")
if prod_id:
prod = get_model("product").browse(prod_id)
line["description"] = prod.name
line["list_price"] = prod.purchase_price
line["purchase_price"] = prod.purchase_price
line["landed_cost"] = prod.landed_cost
line["qty"] = 1
line["uom_id"] = prod.uom_id.id
line["currency_id"] = prod.purchase_currency_id.id
line["purchase_duty_percent"] = prod.purchase_duty_percent
line["purchase_ship_percent"] = prod.purchase_ship_percent
line["landed_cost"] = prod.landed_cost
line["purcase_price"] = prod.purchase_price
if prod.suppliers:
line["supplier_id"] = prod.suppliers[0].supplier_id.id
return data
def get_est_profit(self, ids, context={}):
vals = {}
for obj in self.browse(ids):
cost = 0
for line in obj.lines:
cost += line.est_cost_amount or 0
profit = (obj.amount_subtotal or 0) - cost
margin = profit * 100 / obj.amount_subtotal if obj.amount_subtotal else None
vals[obj.id] = {
"est_cost_amount": cost,
"est_profit_amount": profit,
"est_margin_percent": margin,
}
return vals
def create_est_costs(self, ids, context={}):
obj = self.browse(ids[0])
del_ids = []
for cost in obj.est_costs:
if cost.product_id:
del_ids.append(cost.id)
get_model("quot.cost").delete(del_ids)
#obj.write({"est_costs":[("delete_all",)]})
for line in obj.lines:
prod = line.product_id
if not prod:
continue
if not prod.purchase_price:
continue
if not line.sequence:
continue
if "bundle" == prod.type:
continue
vals = {
"quot_id":
obj.id,
"sequence":
line.sequence if not line.is_hidden else line.parent_sequence,
"product_id":
prod.id,
"description":
prod.name,
"supplier_id":
prod.suppliers[0].supplier_id.id if prod.suppliers else None,
"list_price":
prod.purchase_price,
"purchase_price":
prod.purchase_price,
"landed_cost":
prod.landed_cost,
"purchase_duty_percent":
prod.purchase_duty_percent,
"purchase_ship_percent":
prod.purchase_ship_percent,
"qty":
line.qty,
"currency_id":
prod.purchase_currency_id.id,
}
get_model("quot.cost").create(vals)
def merge_quotations(self, ids, context={}):
if len(ids) < 2:
raise Exception("Can not merge less than two quotations")
contact_ids = []
currency_ids = []
tax_types = []
for obj in self.browse(ids):
contact_ids.append(obj.contact_id.id)
currency_ids.append(obj.currency_id.id)
tax_types.append(obj.tax_type)
contact_ids = list(set(contact_ids))
currency_ids = list(set(currency_ids))
tax_types = list(set(tax_types))
if len(contact_ids) > 1:
raise Exception("Quotation customers have to be the same")
if len(currency_ids) > 1:
raise Exception("Quotation currencies have to be the same")
if len(tax_types) > 1:
raise Exception("Quotation tax types have to be the same")
vals = {
"contact_id": contact_ids[0],
"currency_id": currency_ids[0],
"tax_type": tax_types[0],
"lines": [],
"est_costs": [],
}
seq = 0
for obj in self.browse(ids):
seq_map = {}
for line in obj.lines:
seq += 1
seq_map[line.sequence] = seq
line_vals = {
"sequence": seq,
"product_id": line.product_id.id,
"description": line.description,
"qty": line.qty,
"uom_id": line.uom_id.id,
"unit_price": line.unit_price,
"discount": line.discount,
"tax_id": line.tax_id.id,
}
vals["lines"].append(("create", line_vals))
for cost in obj.est_costs:
cost_vals = {
"sequence": seq_map.get(cost.sequence),
"product_id": cost.product_id.id,
"description": cost.description,
"supplier_id": cost.supplier_id.id,
"list_price": cost.list_price,
"purchase_price": cost.purchase_price,
"landed_cost": cost.landed_cost,
"qty": cost.qty,
"currency_id": cost.currency_id.id,
}
vals["est_costs"].append(("create", cost_vals))
new_id = self.create(vals, context=context)
new_obj = self.browse(new_id)
return {
"next": {
"name": "quot",
"mode": "form",
"active_id": new_id,
},
"flash": "Quotations merged",
}
def onchange_est_margin(self, context={}):
data = context["data"]
path = context["path"]
line = get_data_path(data, path, parent=True)
margin = line["est_margin_percent_input"]
amt = line["est_cost_amount"] / (1 - margin / Decimal(100))
price = round(amt / line["qty"])
line["unit_price"] = price
self.update_amounts(context)
return data
def get_relative_currency_rate(self, ids, currency_id):
obj = self.browse(ids[0])
rate = None
for r in obj.currency_rates:
if r.currency_id.id == currency_id:
rate = r.rate
break
if rate is None:
rate_from = get_model("currency").get_rate([currency_id],
obj.date) or Decimal(1)
rate_to = obj.currency_id.get_rate(obj.date) or Decimal(1)
rate = rate_from / rate_to
return rate
class SaleOrderLine(Model):
_name = "sale.order.line"
_name_field = "order_id"
_fields = {
"order_id": fields.Many2One("sale.order", "Sales Order", required=True, on_delete="cascade", search=True),
"product_id": fields.Many2One("product", "Product", search=True),
"description": fields.Text("Description", required=True, search=True),
"qty": fields.Decimal("Qty"),
"uom_id": fields.Many2One("uom", "UoM"),
"unit_price": fields.Decimal("Unit Price", search=True, required=True, scale=6),
"tax_id": fields.Many2One("account.tax.rate", "Tax Rate"),
"amount": fields.Decimal("Amount", function="get_amount", function_multi=True, store=True, function_order=1, search=True),
"amount_cur": fields.Decimal("Amount", function="get_amount", function_multi=True, store=True, function_order=1, search=True),
"qty_stock": fields.Decimal("Qty (Stock UoM)"),
"qty_delivered": fields.Decimal("Delivered Qty", function="get_qty_delivered"),
"qty_invoiced": fields.Decimal("Invoiced Qty", function="get_qty_invoiced"),
"contact_id": fields.Many2One("contact", "Contact", function="_get_related", function_search="_search_related", function_context={"path": "order_id.contact_id"}, search=True),
"date": fields.Date("Date", function="_get_related", function_search="_search_related", function_context={"path": "order_id.date"}, search=True),
"user_id": fields.Many2One("base.user", "Owner", function="_get_related", function_search="_search_related", function_context={"path": "order_id.user_id"}, search=True),
"amount_discount": fields.Decimal("Discount Amount", function="get_amount", function_multi=True),
"state": fields.Selection([("draft", "Draft"), ("confirmed", "Confirmed"), ("done", "Completed"), ("voided", "Voided")], "Status", function="_get_related", function_search="_search_related", function_context={"path": "order_id.state"}, search=True),
"qty2": fields.Decimal("Secondary Qty"),
"location_id": fields.Many2One("stock.location", "Location", condition=[["type", "=", "internal"]]),
"product_categs": fields.Many2Many("product.categ", "Product Categories", function="_get_related", function_context={"path": "product_id.categs"}, function_search="_search_related", search=True),
"product_categ_id": fields.Many2Many("product.categ", "Product Category", function="_get_related", function_context={"path": "product_id.categ_id"}, function_search="_search_related", search=True),
"discount": fields.Decimal("Disc %"), # XXX: rename to discount_percent later
"discount_amount": fields.Decimal("Disc Amt"),
"qty_avail": fields.Decimal("Qty In Stock", function="get_qty_avail"),
"agg_amount": fields.Decimal("Total Amount", agg_function=["sum", "amount"]),
"agg_qty": fields.Decimal("Total Order Qty", agg_function=["sum", "qty"]),
"remark": fields.Char("Remark"),
"ship_method_id": fields.Many2One("ship.method", "Shipping Method"),
"sequence": fields.Char("Item No."),
"due_date": fields.Date("Due Date"),
"est_cost_amount": fields.Float("Est. Cost Amount",function="get_est_profit",function_multi=True),
"est_profit_amount": fields.Float("Est. Profit Amount",function="get_est_profit",function_multi=True),
"est_margin_percent": fields.Float("Est. Margin %",function="get_est_profit",function_multi=True),
"act_cost_amount": fields.Float("Act. Cost Amount",function="get_act_profit",function_multi=True),
"act_profit_amount": fields.Float("Act. Profit Amount",function="get_act_profit",function_multi=True,store=True),
"act_margin_percent": fields.Float("Act. Margin %",function="get_act_profit",function_multi=True),
"promotion_amount": fields.Decimal("Prom Amt",function="get_amount",function_multi=True),
"agg_act_profit": fields.Decimal("Total Actual Profit", agg_function=["sum", "act_profit_amount"]),
"production_id": fields.Many2One("production.order","Production Order"),
"lot_id": fields.Many2One("stock.lot","Lot / Serial Number"),
"ship_address_id": fields.Many2One("address", "Shipping Address"),
"packaging_id": fields.Many2One("stock.packaging", "Packaging"),
"delivery_slot_id": fields.Many2One("delivery.slot","Delivery Slot"),
"ship_tracking": fields.Char("Tracking Numbers", function="get_ship_tracking"),
}
def create(self, vals, context={}):
id = super(SaleOrderLine, self).create(vals, context)
self.function_store([id])
return id
def write(self, ids, vals, context={}):
super(SaleOrderLine, self).write(ids, vals, context)
self.function_store(ids)
def get_amount(self, ids, context={}):
vals = {}
settings = get_model("settings").browse(1)
sale_ids=[]
for line in self.browse(ids):
sale_ids.append(line.order_id.id)
sale_ids=list(set(sale_ids))
for sale in get_model("sale.order").browse(sale_ids):
prod_qtys={}
prom_amts={}
prom_pcts={}
for line in sale.lines:
prod_qtys.setdefault(line.product_id.id,0)
prod_qtys[line.product_id.id]+=line.qty
for line in sale.used_promotions:
if line.amount and line.product_id:
prom_amts.setdefault(line.product_id.id,0)
prom_amts[line.product_id.id]+=line.amount
elif line.percent:
prom_pcts.setdefault(line.product_id.id,0)
prom_pcts[line.product_id.id]+=line.percent
for line in sale.lines:
amt = line.qty * line.unit_price
if line.discount:
disc = amt * line.discount / 100
else:
disc = 0
if line.discount_amount:
disc += line.discount_amount
amt-=disc
amt_before_prom=amt
prom_amt=prom_amts.get(line.product_id.id,Decimal(0))/prod_qtys[line.product_id.id]*line.qty
prom_pct=prom_pcts.get(line.product_id.id,Decimal(0))+prom_pcts.get(None,0)
if prom_pct:
prom_amt+=math.ceil(amt_before_prom/line.qty*prom_pct/100)*line.qty
if prom_amt:
amt-=prom_amt
order = line.order_id
vals[line.id] = {
"amount": amt,
"amount_cur": get_model("currency").convert(amt, order.currency_id.id, settings.currency_id.id),
"amount_discount": disc,
"promotion_amount": prom_amt,
}
return vals
def get_qty_delivered(self, ids, context={}):
order_ids = []
for obj in self.browse(ids):
order_ids.append(obj.order_id.id)
order_ids = list(set(order_ids))
vals = {}
for order in get_model("sale.order").browse(order_ids):
delivered_qtys = {}
for move in order.stock_moves:
if move.state != "done":
continue
prod_id = move.product_id.id
k = (prod_id, move.location_from_id.id)
delivered_qtys.setdefault(k, 0)
delivered_qtys[k] += move.qty # XXX: uom
k = (prod_id, move.location_to_id.id)
delivered_qtys.setdefault(k, 0)
delivered_qtys[k] -= move.qty # XXX: uom
for line in order.lines:
k = (line.product_id.id, line.location_id.id)
delivered_qty = delivered_qtys.get(k, 0) # XXX: uom
used_qty = min(line.qty, delivered_qty)
vals[line.id] = used_qty
if k in delivered_qtys:
delivered_qtys[k] -= used_qty
for line in reversed(order.lines):
k = (line.product_id.id, line.location_id.id)
remain_qty = delivered_qtys.get(k, 0) # XXX: uom
if remain_qty:
vals[line.id] += remain_qty
delivered_qtys[k] -= remain_qty
vals = {x: vals[x] for x in ids}
return vals
def get_qty_invoiced(self, ids, context={}):
order_ids = []
for obj in self.browse(ids):
order_ids.append(obj.order_id.id)
order_ids = list(set(order_ids))
vals = {}
for order in get_model("sale.order").browse(order_ids):
inv_qtys = {}
for inv in order.invoices:
if inv.state not in ("draft","waiting_payment","paid"):
continue
for line in inv.lines:
prod_id = line.product_id.id
inv_qtys.setdefault(prod_id, 0)
inv_qtys[prod_id] += line.qty
for line in order.lines:
if line.id not in ids:
continue
prod_id = line.product_id.id
inv_qty = inv_qtys.get(prod_id, 0) # XXX: uom
used_qty = min(line.qty, inv_qty)
vals[line.id] = used_qty
if prod_id in inv_qtys:
inv_qtys[prod_id] -= used_qty
for line in reversed(order.lines):
prod_id = line.product_id.id
remain_qty = inv_qtys.get(prod_id, 0) # XXX: uom
if remain_qty:
vals[line.id] += remain_qty
inv_qtys[prod_id] -= remain_qty
vals = {x: vals[x] for x in ids}
return vals
def get_qty_avail(self, ids, context={}):
vals = {}
for obj in self.browse(ids):
prod_id = obj.product_id.id
loc_id = obj.location_id.id
if prod_id and loc_id:
res = get_model("stock.location").compute_balance([loc_id], prod_id)
qty = res["bal_qty"]
else:
qty = None
vals[obj.id] = qty
return vals
def get_est_profit(self,ids,context={}):
sale_ids=[]
for line in self.browse(ids):
sale_ids.append(line.order_id.id)
sale_ids=list(set(sale_ids))
item_costs={}
for sale in get_model("sale.order").browse(sale_ids):
for cost in sale.est_costs:
k=(sale.id,cost.sequence)
if k not in item_costs:
item_costs[k]=0
amt=cost.amount or 0
if cost.currency_id:
rate=sale.get_relative_currency_rate(cost.currency_id.id)
amt=amt*rate
item_costs[k]+=amt
vals={}
for line in self.browse(ids):
k=(line.order_id.id,line.sequence)
cost=item_costs.get(k,0)
profit=line.amount-cost
margin=profit*100/line.amount if line.amount else None
vals[line.id]={
"est_cost_amount": cost,
"est_profit_amount": profit,
"est_margin_percent": margin,
}
return vals
def get_act_profit(self,ids,context={}):
sale_ids=[]
for line in self.browse(ids):
sale_ids.append(line.order_id.id)
sale_ids=list(set(sale_ids))
item_costs={}
for sale in get_model("sale.order").browse(sale_ids):
for line in sale.track_entries:
k=(sale.id,line.track_id.code)
if k not in item_costs:
item_costs[k]=0
# TODO: convert currency
item_costs[k]-=line.amount
vals={}
for line in self.browse(ids):
track_code="%s / %s"%(line.order_id.number,line.sequence)
k=(line.order_id.id,track_code)
cost=item_costs.get(k,0)
profit=line.amount-cost
margin=profit*100/line.amount if line.amount else None
vals[line.id]={
"act_cost_amount": cost,
"act_profit_amount": profit,
"act_margin_percent": margin,
}
return vals
def get_ship_tracking(self, ids, context={}):
vals = {}
for obj in self.browse(ids):
track_nos = []
if obj.due_date:
for pick in obj.order_id.pickings:
if pick.date[:10]==obj.due_date and pick.ship_tracking:
track_nos.append(pick.ship_tracking)
vals[obj.id] = ", ".join(track_nos)
return vals
class SaleOrderLine(Model):
_name = "sale.order.line"
_name_field = "order_id"
_fields = {
"order_id": fields.Many2One("sale.order", "Sales Order", required=True, on_delete="cascade", search=True),
"product_id": fields.Many2One("product", "Product", search=True),
"description": fields.Text("Description", required=True, search=True),
"qty": fields.Decimal("Qty"),
"uom_id": fields.Many2One("uom", "UoM"),
"unit_price": fields.Decimal("Unit Price", search=True, required=True, scale=6),
"tax_id": fields.Many2One("account.tax.rate", "Tax Rate"),
"amount": fields.Decimal("Amount", function="get_amount", function_multi=True, store=True, function_order=1, search=True),
"amount_cur": fields.Decimal("Amount (Cur)", function="get_amount", function_multi=True, store=True, function_order=1, search=True),
"qty_stock": fields.Decimal("Qty (Stock UoM)"),
"qty_delivered": fields.Decimal("Delivered Qty", function="get_qty_delivered"),
"qty_invoiced": fields.Decimal("Invoiced Qty", function="get_qty_invoiced"),
"unit_amount_invoiced": fields.Decimal("UNIT amount invoiced", function="get_unit_amount_invoiced"),
"qty_service_invoiced": fields.Decimal("Invoiced Qty", function="get_qty_service_invoiced"),
"unit_service_amount_invoiced": fields.Decimal("service unit amount invoiced", function="get_service_unit_amount_invoiced"),
"contact_id": fields.Many2One("contact", "Contact", function="_get_related", function_search="_search_related", function_context={"path": "order_id.contact_id"}, search=True),
"date": fields.Date("Date", function="_get_related", function_search="_search_related", function_context={"path": "order_id.date"}, search=True),
"user_id": fields.Many2One("base.user", "Owner", function="_get_related", function_search="_search_related", function_context={"path": "order_id.user_id"}, search=True),
"amount_discount": fields.Decimal("Discount Amount", function="get_amount", function_multi=True),
"state": fields.Selection([("draft", "Draft"), ("confirmed", "Confirmed"), ("done", "Completed"), ("voided", "Voided")], "Status", function="_get_related", function_search="_search_related", function_context={"path": "order_id.state"}, search=True),
"qty2": fields.Decimal("Secondary Qty"),
"location_id": fields.Many2One("stock.location", "Location", condition=[["type", "=", "internal"]]),
"product_categ_id": fields.Many2Many("product.categ", "Product Category", function="_get_related", function_context={"path": "product_id.categ_id"}, function_search="_search_related", search=True),
"discount": fields.Decimal("Disc %"), # XXX: rename to discount_percent later
"discount_amount": fields.Decimal("Disc Amt"),
"qty_avail": fields.Decimal("Qty In Stock", function="get_qty_avail"),
"agg_amount": fields.Decimal("Total Amount", agg_function=["sum", "amount"]),
"agg_amount_cur": fields.Decimal("Total Amount Cur", agg_function=["sum", "amount_cur"]),
"agg_qty": fields.Decimal("Total Order Qty", agg_function=["sum", "qty"]),
"remark": fields.Char("Remark"),
"ship_method_id": fields.Many2One("ship.method", "Shipping Method"),
"sequence": fields.Char("Item No."),
"est_cost_amount": fields.Float("Est. Cost Amount",function="get_est_profit",function_multi=True),
"est_profit_amount": fields.Float("Est. Profit Amount",function="get_est_profit",function_multi=True),
"est_margin_percent": fields.Float("Est. Margin %",function="get_est_profit",function_multi=True),
"act_cost_amount": fields.Float("Act. Cost Amount",function="get_act_profit",function_multi=True),
"act_profit_amount": fields.Float("Act. Profit Amount",function="get_act_profit",function_multi=True),
"act_margin_percent": fields.Float("Act. Margin %",function="get_act_profit",function_multi=True),
"promotion_amount": fields.Decimal("Prom Amt",function="get_amount",function_multi=True),
"agg_act_profit": fields.Decimal("Total Actual Profit", agg_function=["sum", "act_profit_amount"]),
"production_id": fields.Many2One("production.order","Production Order"),
}
_order_expression="case when tbl0.sequence is not null then (substring(tbl0.sequence, '^[0-9]+'))::int else tbl0.id end, tbl0.sequence"
def get_service_unit_amount_invoiced(self, ids, context={}): #this will get qty based on the description
order_ids = []
for obj in self.browse(ids):
order_ids.append(obj.order_id.id)
order_ids = list(set(order_ids))
vals = {}
for order in get_model("sale.order").browse(order_ids):
inv_amounts = {}
for inv in order.invoices:
if inv.state not in ("draft","waiting_payment","paid"):
continue
for line in inv.lines:
prod_id = line.description # assume description as the product and fitler
inv_amounts.setdefault(prod_id, 0)
inv_amounts[prod_id] += line.amount or 0
for line in order.lines:
if line.id not in ids:
continue
prod_id = line.description
inv_amount = inv_amounts.get(prod_id, 0) # XXX: uom
used_amount = min(line.amount, inv_amount)
vals[line.id] = used_amount
if prod_id in inv_amounts:
inv_amounts[prod_id] -= used_amount
for line in reversed(order.lines):
prod_id = line.description
remain_amount = inv_amounts.get(prod_id, 0) # XXX: uom
if remain_amount:
vals[line.id] += remain_amount
inv_amounts[prod_id] -= remain_amount
vals = {x: vals[x] for x in ids}
return vals
def get_unit_amount_invoiced(self, ids, context={}):
order_ids = []
for obj in self.browse(ids):
order_ids.append(obj.order_id.id)
order_ids = list(set(order_ids))
vals = {}
for order in get_model("sale.order").browse(order_ids):
inv_amounts = {}
for inv in order.invoices:
if inv.state not in ("draft","waiting_payment","paid"):
continue
for line in inv.lines:
prod_id = line.product_id.id
inv_amounts.setdefault(prod_id, 0)
inv_amounts[prod_id] += line.amount or 0
for line in order.lines:
if line.id not in ids:
continue
prod_id = line.product_id.id
inv_amount = inv_amounts.get(prod_id, 0) # XXX: uom
used_amount = min(line.amount, inv_amount)
vals[line.id] = used_amount
if prod_id in inv_amounts:
inv_amounts[prod_id] -= used_amount
for line in reversed(order.lines):
prod_id = line.product_id.id
remain_amount = inv_amounts.get(prod_id, 0) # XXX: uom
if remain_amount:
vals[line.id] += remain_amount
inv_amounts[prod_id] -= remain_amount
vals = {x: vals[x] for x in ids}
return vals
def get_qty_service_invoiced(self, ids, context={}): #this will get qty based on the description
order_ids = []
for obj in self.browse(ids):
order_ids.append(obj.order_id.id)
order_ids = list(set(order_ids))
vals = {}
for order in get_model("sale.order").browse(order_ids):
inv_qtys = {}
for inv in order.invoices:
if inv.state not in ("draft","waiting_payment","paid"):
continue
for line in inv.lines:
prod_id = line.description # assume description as the product and fitler
inv_qtys.setdefault(prod_id, 0)
inv_qtys[prod_id] += line.qty or 0
for line in order.lines:
if line.id not in ids:
continue
prod_id = line.description
inv_qty = inv_qtys.get(prod_id, 0) # XXX: uom
used_qty = min(line.qty, inv_qty)
vals[line.id] = used_qty
if prod_id in inv_qtys:
inv_qtys[prod_id] -= used_qty
for line in reversed(order.lines):
prod_id = line.description
remain_qty = inv_qtys.get(prod_id, 0) # XXX: uom
if remain_qty:
vals[line.id] += remain_qty
inv_qtys[prod_id] -= remain_qty
vals = {x: vals[x] for x in ids}
return vals
def create(self, vals, context={}):
if not vals.get('qty_stock'):
product_id=vals.get('product_id')
location_id=vals.get('location_id')
if product_id and location_id:
vals['qty_stock']=get_model('stock.balance').get_qty_stock(product_id, location_id)
id = super(SaleOrderLine, self).create(vals, context)
self.function_store([id])
return id
def write(self, ids, vals, context={}):
super(SaleOrderLine, self).write(ids, vals, context)
self.function_store(ids)
def get_amount(self, ids, context={}):
vals = {}
settings = get_model("settings").browse(1)
sale_ids=[]
for line in self.browse(ids):
sale_ids.append(line.order_id.id)
sale_ids=list(set(sale_ids))
for sale in get_model("sale.order").browse(sale_ids):
prod_qtys={}
prom_amts={}
prom_pcts={}
for line in sale.lines:
prod_qtys.setdefault(line.product_id.id,0)
prod_qtys[line.product_id.id]+=line.qty
for line in sale.used_promotions:
if line.amount and line.product_id:
prom_amts.setdefault(line.product_id.id,0)
prom_amts[line.product_id.id]+=line.amount
elif line.percent:
prom_pcts.setdefault(line.product_id.id,0)
prom_pcts[line.product_id.id]+=line.percent
for line in sale.lines:
amt = line.qty * line.unit_price
amt = roundup(amt)
if line.discount:
disc = amt * line.discount / 100
else:
disc = 0
if line.discount_amount:
disc += line.discount_amount
amt-=disc
amt_before_prom=amt
prom_amt=prom_amts.get(line.product_id.id,Decimal(0))/prod_qtys[line.product_id.id]*line.qty
prom_pct=prom_pcts.get(line.product_id.id,Decimal(0))+prom_pcts.get(None,0)
if prom_pct:
prom_amt+=math.ceil(amt_before_prom/line.qty*prom_pct/100)*line.qty
if prom_amt:
amt-=prom_amt
order = line.order_id
new_cur=get_model("currency").convert(amt, order.currency_id.id, settings.currency_id.id, rate_type="sell", date=sale.date)
vals[line.id] = {
"amount": roundup(amt),
"amount_discount": disc,
"promotion_amount": prom_amt,
"amount_cur": new_cur and new_cur or None,
}
return vals
def get_qty_delivered(self, ids, context={}):
order_ids = []
for obj in self.browse(ids):
order_ids.append(obj.order_id.id)
order_ids = list(set(order_ids))
vals = {}
for order in get_model("sale.order").browse(order_ids):
delivered_qtys = {}
for move in order.stock_moves:
if move.state != "done":
continue
prod_id = move.product_id.id
k = (prod_id, move.location_from_id.id)
delivered_qtys.setdefault(k, 0)
delivered_qtys[k] += move.qty # XXX: uom
k = (prod_id, move.location_to_id.id)
delivered_qtys.setdefault(k, 0)
delivered_qtys[k] -= move.qty # XXX: uom
for job in order.jobs:
for move in job.stock_moves:
if move.state != "done":
continue
prod_id = move.product_id.id
k = (prod_id, move.location_from_id.id)
delivered_qtys.setdefault(k, 0)
delivered_qtys[k] += move.qty # XXX: uom
k = (prod_id, move.location_to_id.id)
delivered_qtys.setdefault(k, 0)
delivered_qtys[k] -= move.qty # XXX: uom
for line in order.lines:
k = (line.product_id.id, line.location_id.id)
delivered_qty = delivered_qtys.get(k, 0) # XXX: uom
used_qty = min(line.qty, delivered_qty)
vals[line.id] = used_qty
if k in delivered_qtys:
delivered_qtys[k] -= used_qty
for line in reversed(order.lines):
k = (line.product_id.id, line.location_id.id)
remain_qty = delivered_qtys.get(k, 0) # XXX: uom
if remain_qty:
vals[line.id] += remain_qty
delivered_qtys[k] -= remain_qty
vals = {x: vals[x] for x in ids}
return vals
def get_qty_invoiced(self, ids, context={}):
order_ids = []
for obj in self.browse(ids):
order_ids.append(obj.order_id.id)
order_ids = list(set(order_ids))
vals = {}
for order in get_model("sale.order").browse(order_ids):
inv_qtys = {}
for inv in order.invoices:
if inv.state not in ("draft","waiting_payment","paid"):
continue
for line in inv.lines:
prod_id = line.product_id.id
inv_qtys.setdefault(prod_id, 0)
inv_qtys[prod_id] += line.qty or 0
for job in order.jobs:
for inv in job.invoices:
if inv.state not in ("draft","waiting_payment","paid"):
continue
for line in inv.lines:
prod_id = line.product_id.id
inv_qtys.setdefault(prod_id, 0)
inv_qtys[prod_id] += line.qty or 0
for line in order.lines:
if line.id not in ids:
continue
prod_id = line.product_id.id
inv_qty = inv_qtys.get(prod_id, 0) # XXX: uom
used_qty = min(line.qty, inv_qty)
vals[line.id] = used_qty
if prod_id in inv_qtys:
inv_qtys[prod_id] -= used_qty
for line in reversed(order.lines):
prod_id = line.product_id.id
remain_qty = inv_qtys.get(prod_id, 0) # XXX: uom
if remain_qty:
vals[line.id] += remain_qty
inv_qtys[prod_id] -= remain_qty
vals = {x: vals[x] for x in ids}
return vals
def get_qty_avail(self, ids, context={}):
vals = {}
for obj in self.browse(ids):
prod_id = obj.product_id.id
loc_id = obj.location_id.id
if prod_id and loc_id:
res = get_model("stock.location").compute_balance([loc_id], prod_id)
qty = res["bal_qty"]
else:
qty = None
vals[obj.id] = qty
return vals
def get_est_profit(self,ids,context={}):
sale_ids=[]
settings = get_model('settings').browse(1)
currency_id = settings.currency_id.id
for line in self.browse(ids):
sale_ids.append(line.order_id.id)
sale_ids=list(set(sale_ids))
item_costs={}
for sale in get_model("sale.order").browse(sale_ids):
for cost in sale.est_costs:
k=(sale.id,cost.sequence)
if k not in item_costs:
item_costs[k]=0
if cost.currency_id == currency_id:
item_costs[k]+=cost.amount or 0
else:
item_costs[k]+=cost.amount_conv or 0
vals={}
for line in self.browse(ids):
profit=0
k=(line.order_id.id,line.sequence)
cost=item_costs.get(k,0)
profit=line.amount-cost
margin=(profit/line.amount)*100 if line.amount else 0
vals[line.id]={
"est_cost_amount": cost,
"est_profit_amount": profit,
"est_margin_percent": margin,
}
return vals
def get_act_profit(self,ids,context={}):
sale_ids=[]
for line in self.browse(ids):
sale_ids.append(line.order_id.id)
sale_ids=list(set(sale_ids))
item_costs={}
for sale in get_model("sale.order").browse(sale_ids):
for line in sale.track_entries:
k=(sale.id,line.track_id.code)
if k not in item_costs:
item_costs[k]=0
# TODO: convert currency
item_costs[k]-=line.amount
vals={}
for line in self.browse(ids):
track_code="%s / %s"%(line.order_id.number,line.sequence)
k=(line.order_id.id,track_code)
cost=item_costs.get(k,0)
profit=line.amount-cost
margin=profit*100/line.amount if line.amount else None
vals[line.id]={
"act_cost_amount": cost,
"act_profit_amount": profit,
"act_margin_percent": margin,
}
return vals
class Campaign(Model):
_name = "mkt.campaign"
_string = "Campaign"
_fields = {
"name":
fields.Char("Campaign Name", required=True, search=True),
"date":
fields.Date("Date", required=True, search=True),
"target_lists":
fields.Many2Many("mkt.target.list", "Target Lists"),
"email_tmpl_id":
fields.Many2One("email.template", "Email Template"),
"mailbox_id":
fields.Many2One("email.mailbox", "Email Mailbox"),
"comments":
fields.One2Many("message", "related_id", "Comments"),
"state":
fields.Selection([["active", "Active"], ["inactive", "Inactive"]],
"Status",
required=True),
"limit_day":
fields.Integer("Daily Limit"),
"limit_hour":
fields.Integer("Hourly Limit"),
"num_targets":
fields.Integer("Number targets",
function="get_stats",
function_multi=True),
"num_create":
fields.Integer("Number emails created",
function="get_stats",
function_multi=True),
"percent_create":
fields.Float("% created", function="get_stats", function_multi=True),
"num_sent":
fields.Integer("Number emails sent",
function="get_stats",
function_multi=True),
"percent_sent":
fields.Float("% sent", function="get_stats", function_multi=True),
"num_delivered":
fields.Integer("Number emails delivered",
function="get_stats",
function_multi=True),
"percent_delivered":
fields.Float("% delivered", function="get_stats", function_multi=True),
"num_bounced":
fields.Integer("Number emails bounced",
function="get_stats",
function_multi=True),
"percent_bounced":
fields.Float("% bounced", function="get_stats", function_multi=True),
"num_rejected":
fields.Integer("Number emails rejected",
function="get_stats",
function_multi=True),
"percent_rejected":
fields.Float("% rejected", function="get_stats", function_multi=True),
"num_opened":
fields.Integer("Number emails opened",
function="get_stats",
function_multi=True),
"percent_opened":
fields.Float("% opened", function="get_stats", function_multi=True),
"num_clicked":
fields.Integer("Number emails clicked",
function="get_stats",
function_multi=True),
"percent_clicked":
fields.Float("% clicked", function="get_stats", function_multi=True),
"num_create_day":
fields.Integer("Emails created within day",
function="get_stats",
function_multi=True),
"num_create_hour":
fields.Integer("Emails created within hour",
function="get_stats",
function_multi=True),
"emails":
fields.One2Many("email.message", "related_id", "Emails"),
"min_target_life":
fields.Integer("Minimum Target Life (days)"),
}
_defaults = {
"date": lambda *a: time.strftime("%Y-%m-%d"),
"state": "active",
}
def create_emails_all(self, context={}):
for obj in self.search_browse([["state", "=", "active"]]):
obj.create_emails()
def create_emails(self, ids, context={}):
obj = self.browse(ids)[0]
if obj.state != "active":
raise Exception("Invalid state")
if not obj.email_tmpl_id:
raise Exception("Missing email template")
limit = None
if obj.limit_day:
limit = obj.limit_day - obj.num_create_day
if obj.limit_hour:
l = obj.limit_hour - obj.num_create_hour
if limit is None or l < limit:
limit = l
sent_emails = set()
for email in obj.emails:
if not email.name_id:
continue
if email.name_id._model != "mkt.target":
continue
target_id = email.name_id.id
res = get_model("mkt.target").search(
[["id", "=", email.name_id.id]]) # XXX
if not res:
continue
target = get_model("mkt.target").browse(target_id)
sent_emails.add(target.email)
count = 0
for tl in obj.target_lists:
for target in tl.targets:
if target.email in sent_emails:
continue
if obj.min_target_life and target.target_life < obj.min_target_life:
continue
if limit is not None and count >= limit:
break
settings = get_model("settings").browse(1)
data = {
"settings": settings,
"obj": target,
}
obj.email_tmpl_id.create_email(
data,
name_id="mkt.target,%d" % target.id,
related_id="mkt.campaign,%d" % obj.id,
mailbox_id=obj.mailbox_id)
count += 1
db = get_connection()
db.commit()
return {
"next": {
"name": "campaign",
"mode": "form",
"active_id": obj.id,
},
"flash": "%d emails created" % count,
}
def get_stats(self, ids, context={}):
vals = {}
for obj_id in ids:
vals[obj_id] = {
"num_targets": 0,
"num_create": 0,
"num_sent": 0,
"num_delivered": 0,
"num_bounced": 0,
"num_rejected": 0,
"num_opened": 0,
"num_clicked": 0,
"num_create_day": 0,
"num_create_hour": 0,
}
db = get_connection()
res = db.query(
"SELECT c.id,COUNT(DISTINCT t.email) FROM mkt_campaign c JOIN m2m_mkt_campaign_mkt_target_list r ON r.mkt_campaign_id=c.id JOIN mkt_target t ON t.list_id=r.mkt_target_list_id WHERE c.id IN %s GROUP BY c.id",
tuple(ids))
for r in res:
vals[r.id]["num_targets"] = r.count
res = db.query(
"SELECT related_id,COUNT(*) FROM email_message WHERE related_id IN %s GROUP BY related_id",
tuple(["mkt.campaign,%d" % x for x in ids]))
for r in res:
obj_id = int(r.related_id.split(",")[1])
v = vals[obj_id]
v["num_create"] = r.count
d = (datetime.now() -
timedelta(hours=24)).strftime("%Y-%m-%d %H:%M:%S")
res = db.query(
"SELECT related_id,COUNT(*) FROM email_message WHERE related_id IN %s AND date>%s GROUP BY related_id",
tuple(["mkt.campaign,%d" % x for x in ids]), d)
for r in res:
obj_id = int(r.related_id.split(",")[1])
v = vals[obj_id]
v["num_create_day"] = r.count
d = (datetime.now() - timedelta(hours=1)).strftime("%Y-%m-%d %H:%M:%S")
res = db.query(
"SELECT related_id,COUNT(*) FROM email_message WHERE related_id IN %s AND date>%s GROUP BY related_id",
tuple(["mkt.campaign,%d" % x for x in ids]), d)
for r in res:
obj_id = int(r.related_id.split(",")[1])
v = vals[obj_id]
v["num_create_hour"] = r.count
res = db.query(
"SELECT related_id,COUNT(*) FROM email_message WHERE related_id IN %s AND state='sent' GROUP BY related_id",
tuple(["mkt.campaign,%d" % x for x in ids]))
for r in res:
obj_id = int(r.related_id.split(",")[1])
v = vals[obj_id]
v["num_sent"] = r.count
res = db.query(
"SELECT related_id,COUNT(*) FROM email_message WHERE related_id IN %s AND state='delivered' GROUP BY related_id",
tuple(["mkt.campaign,%d" % x for x in ids]))
for r in res:
obj_id = int(r.related_id.split(",")[1])
v = vals[obj_id]
v["num_delivered"] = r.count
res = db.query(
"SELECT related_id,COUNT(*) FROM email_message WHERE related_id IN %s AND state='bounced' GROUP BY related_id",
tuple(["mkt.campaign,%d" % x for x in ids]))
for r in res:
obj_id = int(r.related_id.split(",")[1])
v = vals[obj_id]
v["num_bounced"] = r.count
res = db.query(
"SELECT related_id,COUNT(*) FROM email_message WHERE related_id IN %s AND state='rejected' GROUP BY related_id",
tuple(["mkt.campaign,%d" % x for x in ids]))
for r in res:
obj_id = int(r.related_id.split(",")[1])
v = vals[obj_id]
v["num_rejected"] = r.count
res = db.query(
"SELECT related_id,COUNT(*) FROM email_message WHERE related_id IN %s AND opened GROUP BY related_id",
tuple(["mkt.campaign,%d" % x for x in ids]))
for r in res:
obj_id = int(r.related_id.split(",")[1])
v = vals[obj_id]
v["num_opened"] = r.count
res = db.query(
"SELECT related_id,COUNT(*) FROM email_message WHERE related_id IN %s AND clicked GROUP BY related_id",
tuple(["mkt.campaign,%d" % x for x in ids]))
for r in res:
obj_id = int(r.related_id.split(",")[1])
v = vals[obj_id]
v["num_clicked"] = r.count
for obj in self.browse(ids):
v = vals[obj.id]
v["percent_create"] = v["num_create"] * 100.0 / v[
"num_targets"] if v["num_targets"] else None
v["percent_sent"] = v["num_sent"] * 100.0 / v["num_create"] if v[
"num_create"] else None
v["percent_delivered"] = v["num_delivered"] * 100.0 / v[
"num_create"] if v["num_create"] else None
v["percent_bounced"] = v["num_bounced"] * 100.0 / v[
"num_create"] if v["num_create"] else None
v["percent_rejected"] = v["num_rejected"] * 100.0 / v[
"num_create"] if v["num_create"] else None
v["percent_opened"] = v["num_opened"] * 100.0 / v[
"num_create"] if v["num_create"] else None
v["percent_clicked"] = v["num_clicked"] * 100.0 / v[
"num_create"] if v["num_create"] else None
return vals
class SaleQuot(Model):
_name = "sale.quot"
_string = "Quotation"
_audit_log = True
_name_field = "number"
_key = ["number", "company_id"]
_multi_company = True
_fields = {
"number":
fields.Char("Number", required=True, search=True),
"ref":
fields.Char("Ref", search=True),
"contact_id":
fields.Many2One("contact", "Contact", required=True, search=True),
"date":
fields.Date("Date", required=True, search=True),
"exp_date":
fields.Date("Valid Until"),
"state":
fields.Selection([("draft", "Draft"),
("waiting_approval", "Awaiting Approval"),
("approved", "Approved"), ("won", "Won"),
("lost", "Lost"), ("revised", "Revised")],
"Status",
function="get_state",
store=True),
"lines":
fields.One2Many("sale.quot.line", "quot_id", "Lines"),
"amount_subtotal":
fields.Decimal("Subtotal",
function="get_amount",
function_multi=True,
store=True),
"amount_tax":
fields.Decimal("Tax Amount",
function="get_amount",
function_multi=True,
store=True),
"amount_total":
fields.Decimal("Total",
function="get_amount",
function_multi=True,
store=True),
"amount_total_words":
fields.Char("Total Words", function="get_amount_total_words"),
"qty_total":
fields.Decimal("Total", function="get_qty_total"),
"currency_id":
fields.Many2One("currency", "Currency", required=True),
"opport_id":
fields.Many2One("sale.opportunity", "Opportunity", search=True),
"user_id":
fields.Many2One("base.user", "Owner", search=True),
"tax_type":
fields.Selection([["tax_ex", "Tax Exclusive"],
["tax_in", "Tax Inclusive"], ["no_tax", "No Tax"]],
"Tax Type",
required=True),
"sales":
fields.One2Many("sale.order", "quot_id", "Sales Orders"),
"payment_terms":
fields.Text("Payment Terms"),
"other_info":
fields.Text("Other Information"),
"comments":
fields.One2Many("message", "related_id", "Comments"),
"activities":
fields.One2Many("activity", "related_id", "Activities"),
"documents":
fields.One2Many("document", "related_id", "Documents"),
"uuid":
fields.Char("UUID"),
"price_list_id":
fields.Many2One("price.list", "Price List"),
"emails":
fields.One2Many("email.message", "related_id", "Emails"),
"company_id":
fields.Many2One("company", "Company"),
"related_id":
fields.Reference([["issue", "Issue"]], "Related To"),
"ship_term_id":
fields.Many2One("ship.term", "Shipping Terms"),
"sequence_id":
fields.Many2One("sequence", "Number Sequence"),
"job_template_id":
fields.Many2One("job.template", "Service Order Template"),
"lost_sale_code_id":
fields.Many2One("reason.code",
"Lost Sale Reason Code",
condition=[["type", "=", "lost_sale"]]),
"agg_amount_total":
fields.Decimal("Total Amount", agg_function=["sum", "amount_total"]),
"agg_amount_subtotal":
fields.Decimal("Total Amount w/o Tax",
agg_function=["sum", "amount_subtotal"]),
"year":
fields.Char("Year", sql_function=["year", "date"]),
"quarter":
fields.Char("Quarter", sql_function=["quarter", "date"]),
"month":
fields.Char("Month", sql_function=["month", "date"]),
"week":
fields.Char("Week", sql_function=["week", "date"]),
"est_costs":
fields.One2Many("quot.cost", "quot_id", "Costs"),
"est_cost_amount":
fields.Float("Estimated Cost Amount",
function="get_est_profit",
function_multi=True),
"est_profit_amount":
fields.Float("Estimated Profit Amount",
function="get_est_profit",
function_multi=True),
"est_margin_percent":
fields.Float("Estimated Margin %",
function="get_est_profit",
function_multi=True),
"est_cost_amount_conv":
fields.Float("Estimated Cost Amount (Cur)",
function="get_est_profit",
function_multi=True),
"est_profit_amount_conv":
fields.Float("Estimated Profit Amount (Cur)",
function="get_est_profit",
function_multi=True),
"est_margin_percent_conv":
fields.Float("Estimated Margin % (Cur)",
function="get_est_profit",
function_multi=True),
"est_sale_amount_conv":
fields.Float("Sale Amount (Cur)",
function="get_est_profit",
function_multi=True),
"est_sale_amount":
fields.Float("Sale Amount",
function="get_est_profit",
function_multi=True),
"currency_rates":
fields.One2Many("custom.currency.rate", "related_id",
"Currency Rates"),
}
def _get_number(self, context={}):
seq_id = get_model("sequence").find_sequence(type="sale_quot")
if not seq_id:
return None
while 1:
num = get_model("sequence").get_next_number(seq_id,
context=context)
if not num:
return None
user_id = get_active_user()
set_active_user(1)
res = self.search([["number", "=", num]])
set_active_user(user_id)
if not res:
return num
get_model("sequence").increment_number(seq_id, context=context)
def _get_currency(self, context={}):
settings = get_model("settings").browse(1)
return settings.currency_id.id
def _get_currency_rates(self, context={}):
settings = get_model("settings").browse(1)
lines = []
date = time.strftime("%Y-%m-%d")
val = {
"currency_id": settings.currency_id.id,
"rate": settings.currency_id.get_rate(date, "sell") or 1
}
if context.get('action_name'):
# default for new quotation create via quotation form
lines.append(val)
else:
# When users create or copy quotation from other modules or methods, one2many field cannot be appended without action key
# bacause it must be created in the database along with quotation itself.
# If action key such as 'create', 'delete' is missing, the default line will not be created.
# So, the action_key 'create' has to be appended into the list also.
lines.append(("create", val))
return lines
_defaults = {
"state": "draft",
"date": lambda *a: time.strftime("%Y-%m-%d"),
"number": _get_number,
"currency_id": _get_currency,
"tax_type": "tax_ex",
"user_id": lambda self, context: get_active_user(),
"uuid": lambda *a: str(uuid.uuid4()),
"company_id": lambda *a: get_active_company(),
"currency_rates": _get_currency_rates,
}
_constraints = ["check_fields"]
_order = "date desc"
def check_fields(self, ids, context={}):
for obj in self.browse(ids):
if context.get('is_draft'):
continue
dup = None
if obj.state in ("waiting_approval", "approved"):
if not obj.lines:
raise Exception("No lines in quotation")
sequence_item = []
for line in obj.lines:
if line.sequence:
sequence_item.append(line.sequence)
dup_sequence = set()
for i in sequence_item:
if sequence_item.count(i) >= 2:
dup_sequence.add(i)
dup = True
if dup:
raise Exception("Lines: Fields Item No. Duplicates : %s" %
(str(list(dup_sequence))))
def create(self, vals, **kw):
id = super().create(vals, **kw)
self.function_store([id])
if 'lines' in vals.keys():
self.create_est_costs([id])
return id
def write(self, ids, vals, **kw):
opport_ids = []
for obj in self.browse(ids):
if obj.opport_id:
opport_ids.append(obj.opport_id.id)
super().write(ids, vals, **kw)
if opport_ids:
get_model("sale.opportunity").function_store(opport_ids)
if 'lines' in vals.keys():
self.create_est_costs(ids)
ctx = kw.get('context', {})
self.function_store(ids, context=ctx)
def function_store(self, ids, field_names=None, context={}):
super().function_store(ids, field_names, context)
opport_ids = []
for obj in self.browse(ids):
if obj.opport_id:
opport_ids.append(obj.opport_id.id)
if opport_ids:
get_model("sale.opportunity").function_store(opport_ids)
def get_amount(self, ids, context={}):
res = {}
for obj in self.browse(ids):
vals = {}
subtotal = 0
tax = 0
for line in obj.lines:
if line.is_hidden:
continue
if line.tax_id:
line_tax = get_model("account.tax.rate").compute_tax(
line.tax_id.id, line.amount, tax_type=obj.tax_type)
else:
line_tax = 0
tax += line_tax
if obj.tax_type == "tax_in":
subtotal += (line.amount or 0) - line_tax
else:
subtotal += line.amount or 0
tax = get_model("currency").round(obj.currency_id.id, tax)
vals["amount_subtotal"] = subtotal
vals["amount_tax"] = tax
vals["amount_total"] = subtotal + tax
res[obj.id] = vals
return res
def get_qty_total(self, ids, context={}):
res = {}
for obj in self.browse(ids):
qty = sum([line.qty for line in obj.lines])
res[obj.id] = qty or 0
return res
def submit_for_approval(self, ids, context={}):
for obj in self.browse(ids):
if obj.state != "draft":
raise Exception("Invalid state")
obj.write({"state": "waiting_approval"})
self.trigger(ids, "submit_for_approval")
def approve(self, ids, context={}):
for obj in self.browse(ids):
if obj.state not in ("draft", "waiting_approval"):
raise Exception("Invalid state")
obj.write({"state": "approved"})
def update_amounts(self, context):
data = context["data"]
data["amount_subtotal"] = 0
data["amount_tax"] = 0
tax_type = data["tax_type"]
#===============>>>
def _get_relative_currency_rate(currency_id):
rate = None
for r in data['currency_rates']:
if r.get('currency_id') == currency_id:
rate = r.get('rate') or 0
break
if rate is None:
rate_from = get_model("currency").get_rate(
[currency_id], data['date']) or Decimal(1)
rate_to = get_model("currency").get_rate(
[data['currency_id']], data['date']) or Decimal(1)
rate = rate_from / rate_to
return rate
item_costs = {}
for cost in data['est_costs']:
if not cost:
continue
amt = cost['amount'] or 0
if cost.get('currency_id'):
print(cost.get("currency_id.id"), cost.get("currency_id"))
rate = _get_relative_currency_rate(cost.get("currency_id"))
amt = amt * rate
comps = []
if cost.get("sequence"):
for comp in cost['sequence'].split("."):
comps.append(comp)
path = ".".join(comps)
k = (data['id'], path)
item_costs.setdefault(k, 0)
item_costs[k] += amt
#<<<===============
for line in data["lines"]:
if not line:
continue
amt = (line.get("qty") or 0) * (line.get("unit_price") or 0)
if line.get("discount"):
disc = Decimal(amt) * Decimal(line["discount"]) / Decimal(100)
amt -= disc
if line.get("discount_amount"):
amt -= line["discount_amount"]
amt = Decimal(roundup(amt))
line["amount"] = amt
#===============>>>
k = None
if id in data:
k = (data['id'], line.get("sequence", 0))
else:
k = (line.get("sequence", 0))
cost = item_costs.get(k, 0)
profit = amt - cost
margin = profit * 100 / amt if amt else 0
line["est_cost_amount"] = cost
line["est_profit_amount"] = profit
line["est_margin_percent"] = margin
#<<<===============
hide_parents = []
for line in data["lines"]:
if not line:
continue
if line.get("sequence") and line.get("hide_sub"):
hide_parents.append(line["sequence"])
is_hidden = {}
hide_totals = {}
for line in data["lines"]:
if not line:
continue
if not line.get("sequence"):
continue
parent_seq = None
for seq in hide_parents:
if line["sequence"].startswith(seq + "."):
parent_seq = seq
break
if parent_seq:
is_hidden[line["sequence"]] = True
hide_totals.setdefault(parent_seq, 0)
hide_totals[parent_seq] += line["amount"]
for line in data["lines"]:
if not line:
continue
if line.get("sequence") and line.get("hide_sub"):
line["amount"] = hide_totals.get(line["sequence"], 0)
if line["qty"]:
line["unit_price"] = line["amount"] / line["qty"]
for line in data["lines"]:
if not line:
continue
if is_hidden.get(line.get("sequence")):
continue
tax_id = line.get("tax_id")
if tax_id:
tax = get_model("account.tax.rate").compute_tax(
tax_id, line["amount"], tax_type=tax_type)
data["amount_tax"] += tax
else:
tax = 0
if tax_type == "tax_in":
data["amount_subtotal"] += Decimal(line["amount"] - tax)
else:
data["amount_subtotal"] += Decimal(line["amount"])
data['amount_tax'] = get_model("currency").round(
data['currency_id'], data['amount_tax'])
data["amount_total"] = data["amount_subtotal"] + data["amount_tax"]
return data
def get_currency_rate(self, context={}):
data = context['data']
currency_id = data["currency_id"]
currency_rate = 0
for cr_rate in data['currency_rates']:
if cr_rate['currency_id'] == currency_id:
currency_rate = cr_rate['rate'] or 0
break
if not currency_rate:
currency = get_model("currency").browse(currency_id)
currency_rate = currency.get_rate(date=data['date'],
rate_type="sell") or 1
print('currency_rate ', currency_rate)
return currency_rate
def onchange_product(self, context):
data = context["data"]
path = context["path"]
line = get_data_path(data, path, parent=True)
prod_id = line.get("product_id")
if not prod_id:
return {}
prod = get_model("product").browse(prod_id)
line["description"] = prod.description
line["est_margin_percent_input"] = prod.gross_profit
line["qty"] = prod.sale_unit_qty or prod.min_sale_qty or 1
if prod.sale_uom_id or prod.uom_id is not None:
line["uom_id"] = prod.sale_uom_id.id or prod.uom_id.id
pricelist_id = data["price_list_id"]
price = 0
if pricelist_id:
price = get_model("price.list").get_price(pricelist_id, prod.id, 1)
line["unit_price"] = price
line['discount'] = get_model("price.list").get_discount(
pricelist_id, prod.id, 1)
if not price:
price = prod.sale_price
settings = get_model("settings").browse(1)
currency_rate = self.get_currency_rate(context)
currency_id = data["currency_id"]
price_cur = get_model("currency").convert(price,
settings.currency_id.id,
currency_id,
from_rate=1,
to_rate=currency_rate)
line["unit_price"] = price_cur
if prod.sale_tax_id is not None:
line["tax_id"] = prod.sale_tax_id.id
if prod.categ_id and prod.categ_id.sale_tax_id:
line["tax_id"] = prod.categ_id.sale_tax_id.id
contact_id = data.get('contact_id')
if contact_id:
contact = get_model("contact").browse(contact_id)
if contact.tax_receivable_id:
line["tax_id"] = contact.tax_receivable_id.id
if data.get("tax_type", "") == "no_tax":
line["tax_id"] = None
data = self.update_amounts(context)
return data
def onchange_qty(self, context):
data = context["data"]
path = context["path"]
line = get_data_path(data, path, parent=True)
prod_id = line.get("product_id")
if not prod_id:
return {}
prod = get_model("product").browse(prod_id)
pricelist_id = data["price_list_id"]
qty = line.get("qty") or 0
if line.get("unit_price") is None:
if pricelist_id:
line['unit_price'] = get_model("price.list").get_price(
pricelist_id, prod.id, qty)
if not line.get('unit_price'):
price = prod.sale_price
settings = get_model("settings").browse(1)
currency_id = data["currency_id"]
currency_rate = self.get_currency_rate(context)
price_cur = get_model("currency").convert(
price,
currency_id,
settings.currency_id.id,
from_rate=1,
to_rate=currency_rate)
line["unit_price"] = price_cur
data = self.update_amounts(context)
return data
def onchange_currency_rate(self, context={}):
data = context['data']
path = context['path']
line = get_data_path(data, path, parent=True)
currency = get_model("currency").browse(line['currency_id'])
line['rate'] = currency.get_rate(date=data['date'],
rate_type="sell") or 1
data = self.update_line_currency(context)
return data
def onchange_currency(self, context):
data = context['data']
currency_id = data["currency_id"]
currency = get_model("currency").browse(currency_id)
rate = currency.get_rate(date=data['date'], rate_type="sell") or 1
for crr in data['currency_rates']:
crr.update({
'currency_id': currency_id,
'rate': rate,
})
break
data = self.update_line_currency(context)
return data
def update_line_currency(self, context):
settings = get_model("settings").browse(1)
data = context['data']
currency_id = data["currency_id"]
currency_rate = self.get_currency_rate(context)
pricelist_id = data["price_list_id"]
for line in data['lines']:
prod_id = line.get('product_id')
if not prod_id:
continue
prod = get_model("product").browse(prod_id)
qty = line.get('qty') or 0
if pricelist_id:
line['unit_price'] = get_model("price.list").get_price(
pricelist_id, prod.id, qty)
continue
price = prod.sale_price or 0
settings = get_model("settings").browse(1)
currency_id = data["currency_id"]
price_cur = get_model("currency").convert(price,
currency_id,
settings.currency_id.id,
from_rate=1,
to_rate=currency_rate)
line["unit_price"] = price_cur
data = self.update_amounts(context)
return data
def onchange_contact(self, context):
data = context["data"]
contact_id = data.get("contact_id")
if not contact_id:
return {}
contact = get_model("contact").browse(contact_id)
data["payment_terms"] = contact.payment_terms
data["price_list_id"] = contact.sale_price_list_id.id
if contact.currency_id:
data["currency_id"] = contact.currency_id.id
else:
settings = get_model("settings").browse(1)
data["currency_id"] = settings.currency_id.id
return data
def onchange_uom(self, context):
data = context["data"]
path = context["path"]
line = get_data_path(data, path, parent=True)
prod_id = line.get("product_id")
if not prod_id:
return {}
prod = get_model("product").browse(prod_id)
uom_id = line.get("uom_id")
if not uom_id:
return {}
uom = get_model("uom").browse(uom_id)
if prod.sale_price is not None:
line[
"unit_price"] = prod.sale_price * uom.ratio / prod.uom_id.ratio
data = self.update_amounts(context)
return data
def copy(self, ids, context):
obj = self.browse(ids)[0]
vals = {
"ref": obj.number,
"contact_id": obj.contact_id.id,
"currency_id": obj.currency_id.id,
"tax_type": obj.tax_type,
"payment_terms": obj.payment_terms,
"other_info": obj.other_info,
"exp_date": obj.exp_date,
"opport_id": obj.opport_id.id,
"lines": [],
}
for line in obj.lines:
line_vals = {
"product_id": line.product_id.id,
"description": line.description,
"qty": line.qty,
"uom_id": line.uom_id.id,
"unit_price": line.unit_price,
"discount": line.discount,
"discount_amount": line.discount_amount,
"tax_id": line.tax_id.id,
'amount': line.amount,
'sequence': line.sequence,
}
vals["lines"].append(("create", line_vals))
new_id = self.create(vals, context=context)
new_obj = self.browse(new_id)
return {
"next": {
"name": "quot",
"mode": "form",
"active_id": new_id,
},
"flash":
"Quotation %s copied from %s" % (new_obj.number, obj.number),
}
def revise(self, ids, context):
obj = self.browse(ids)[0]
res = self.copy(ids, context)
obj.write({"state": "revised"})
return res
def copy_to_sale_order(self, ids, context):
id = ids[0]
obj = self.browse(id)
sale_vals = {
"quot_id": obj.id,
"contact_id": obj.contact_id.id,
"currency_id": obj.currency_id.id,
"tax_type": obj.tax_type,
"ref": obj.ref,
"lines": [],
"user_id": obj.user_id.id,
"other_info": obj.other_info,
"payment_terms": obj.payment_terms,
"price_list_id": obj.price_list_id.id,
"job_template_id": obj.job_template_id.id,
"est_costs": [],
"currency_rates": [],
"related_id": "sale.quot,%s" % obj.id,
}
for line in obj.lines:
if not line.qty:
continue
prod = line.product_id
line_vals = {
"sequence": line.sequence,
"product_id": prod.id,
"description": line.description,
"qty": line.qty,
"uom_id": line.uom_id and line.uom_id.id or None,
"unit_price": line.unit_price if not line.is_hidden else 0,
"discount": line.discount if not line.is_hidden else 0,
"discount_amount":
line.discount_amount if not line.is_hidden else 0,
"tax_id": line.tax_id.id if not line.is_hidden else None,
"location_id": prod.location_id.id if prod else None,
}
if prod.locations:
line_vals["location_id"] = prod.locations[0].location_id.id
for loc in prod.locations:
if loc.stock_qty:
line_vals['location_id'] = loc.location_id.id
break
sale_vals["lines"].append(("create", line_vals))
for r in obj.currency_rates:
rate_vals = {
"currency_id": r.currency_id.id,
"rate": r.rate,
}
sale_vals["currency_rates"].append(("create", rate_vals))
sale_id = get_model("sale.order").create(sale_vals, context=context)
sale = get_model("sale.order").browse(sale_id)
return {
"next": {
"name": "sale",
"mode": "form",
"active_id": sale_id,
},
"flash":
"Sale order %s created from quotation %s" %
(sale.number, obj.number)
}
def do_won(self, ids, context={}):
for obj in self.browse(ids):
assert obj.state == "approved"
obj.write({"state": "won"})
def do_lost(self, ids, context={}):
for obj in self.browse(ids):
assert obj.state == "approved"
obj.write({"state": "lost"})
def do_reopen(self, ids, context={}):
for obj in self.browse(ids):
assert obj.state in ("won", "lost")
obj.write({"state": "approved"})
def get_state(self, ids, context={}):
vals = {}
for obj in self.browse(ids):
state = obj.state
if state == "approved":
found = False
for sale in obj.sales:
if sale.state in ("confirmed", "done"):
found = True
break
if found:
state = "won"
vals[obj.id] = state
return vals
def view_link(self, ids, context={}):
obj = self.browse(ids)[0]
uuid = obj.uuid
dbname = get_active_db()
return {
"next": {
"type": "url",
"url": "/view_quot?dbname=%s&uuid=%s" % (dbname, uuid),
}
}
def get_template_quot_form(self, ids, context={}):
obj = self.browse(ids)[0]
has_discount = False
for line in obj.lines:
if line.discount:
has_discount = True
if has_discount:
return "quot_form_disc"
else:
return "quot_form"
def to_draft(self, ids, context={}):
obj = self.browse(ids)[0]
context['is_draft'] = True
obj.write({"state": "draft"}, context=context)
def get_amount_total_words(self, ids, context={}):
vals = {}
for obj in self.browse(ids):
amount_total_words = utils.num2word(obj.amount_total)
vals[obj.id] = amount_total_words
return vals
def onchange_sequence(self, context={}):
data = context["data"]
seq_id = data["sequence_id"]
context['date'] = data['date']
if not seq_id:
seq_id = get_model("sequence").find_sequence(type="sale_quot")
while 1:
num = get_model("sequence").get_next_number(seq_id,
context=context)
res = self.search([["number", "=", num]])
if not res:
break
get_model("sequence").increment_number(seq_id, context=context)
data["number"] = num
return data
def onchange_cost_product(self, context):
data = context["data"]
path = context["path"]
line = get_data_path(data, path, parent=True)
prod_id = line.get("product_id")
if prod_id:
prod = get_model("product").browse(prod_id)
line["description"] = prod.name
line["list_price"] = prod.purchase_price
line["purchase_price"] = prod.purchase_price
line["landed_cost"] = prod.landed_cost
line["qty"] = 1
line["uom_id"] = prod.uom_id.id
line["currency_id"] = prod.purchase_currency_id.id
line["purchase_duty_percent"] = prod.purchase_duty_percent
line["purchase_ship_percent"] = prod.purchase_ship_percent
line["landed_cost"] = prod.landed_cost
line["amount"] = line['qty'] * line['landed_cost'] or 0
if prod.suppliers:
line["supplier_id"] = prod.suppliers[0].supplier_id.id
return data
def get_est_profit(self, ids, context={}):
vals = {}
for obj in self.browse(ids):
cost = 0
cost_conv = 0
settings = get_model('settings').browse(1)
currency_id = settings.currency_id.id
cur_rate = self.get_relative_currency_rate(ids, obj.currency_id.id)
amount = obj.amount_subtotal * cur_rate
amount_conv = obj.amount_subtotal
if currency_id == obj.currency_id.id:
amount_conv = 0
for line_cost in obj.est_costs:
cost += line_cost.amount or 0
cost_conv += line_cost.amount_conv or 0
profit = (amount or 0) - cost
margin = (profit / amount) * 100 if amount else None
profit_conv = (amount_conv or 0) - cost_conv
margin_conv = (profit_conv /
amount_conv) * 100 if amount_conv else None
vals[obj.id] = {
"est_cost_amount": cost,
"est_profit_amount": profit,
"est_margin_percent": margin,
"est_cost_amount_conv": cost_conv if amount_conv else 0,
"est_profit_amount_conv": profit_conv if amount_conv else 0,
"est_margin_percent_conv": margin_conv if amount_conv else 0,
"est_sale_amount_conv": amount_conv,
"est_sale_amount": amount,
}
return vals
def create_est_costs(self, ids, context={}):
obj = self.browse(ids[0])
del_ids = []
for cost in obj.est_costs:
if cost.product_id:
del_ids.append(cost.id)
get_model("quot.cost").delete(del_ids)
#obj.write({"est_costs":[("delete_all",)]})
line_sequence = 1
settings = get_model("settings").browse(1)
for line in obj.lines:
prod = line.product_id
cur_line_sequence = line_sequence
landed_cost = prod.landed_cost
if not prod:
continue
if not prod.purchase_price and prod.type != "service":
continue
if not prod.cost_price and prod.type == "service":
continue
if "bundle" == prod.type:
continue
# update line seqence
if not line.sequence:
line.write({"sequence": cur_line_sequence})
line_sequence += 1
else:
line_sequence = round(Decimal(line.sequence)) + Decimal(1)
# compute cost if product is service
if prod.type == "service":
if prod.uom_id.type == 'time': #day
landed_cost = prod.cost_price or 0
elif prod.uom_id.type == 'unit': #job
landed_cost = (prod.sale_price or 0) * (prod.cost_price
or 0) #percentage
#elif prod.type == "stock" and prod.supply_method == 'production':
#landed_cost = prod.cost_price or 0
# update landed cost
per_duty = ((Decimal('1.0') * prod.purchase_duty_percent
if prod.purchase_duty_percent else Decimal('0')) /
Decimal('100.0'))
per_ship = ((Decimal('1.0') * prod.purchase_ship_percent
if prod.purchase_ship_percent else Decimal('0')) /
Decimal('100.0'))
landed_cost = prod.purchase_price + (
prod.purchase_price * per_ship) + (prod.purchase_price *
per_duty)
vals = {
"quot_id":
obj.id,
"sequence":
(line.sequence if not line.is_hidden else line.parent_sequence)
if line.sequence else cur_line_sequence,
"product_id":
prod.id,
"description":
prod.name,
"supplier_id":
prod.suppliers[0].supplier_id.id if prod.suppliers else None,
"list_price":
prod.purchase_price,
"purchase_price":
prod.purchase_price,
#"landed_cost": prod.cost_price if prod.type == "service" else prod.landed_cost,
"landed_cost":
landed_cost,
"purchase_duty_percent":
prod.purchase_duty_percent,
"purchase_ship_percent":
prod.purchase_ship_percent,
"qty":
line.qty,
"currency_id":
prod.purchase_currency_id.id or settings.currency_id.id,
}
get_model("quot.cost").create(vals)
def merge_quotations(self, ids, context={}):
if len(ids) < 2:
raise Exception("Can not merge less than two quotations")
cur_rate = self.get_relative_currency_rate(ids, obj.currency_id.id)
contact_ids = []
currency_ids = []
tax_types = []
for obj in self.browse(ids):
contact_ids.append(obj.contact_id.id)
currency_ids.append(obj.currency_id.id)
tax_types.append(obj.tax_type)
contact_ids = list(set(contact_ids))
currency_ids = list(set(currency_ids))
tax_types = list(set(tax_types))
if len(contact_ids) > 1:
raise Exception("Quotation customers have to be the same")
if len(currency_ids) > 1:
raise Exception("Quotation currencies have to be the same")
if len(tax_types) > 1:
raise Exception("Quotation tax types have to be the same")
vals = {
"contact_id": contact_ids[0],
"currency_id": currency_ids[0],
"tax_type": tax_types[0],
"lines": [],
"est_costs": [],
}
seq = 0
refs = []
for obj in sorted(self.browse(ids), key=lambda obj: obj.number):
refs.append(obj.number)
seq_map = {}
for line in obj.lines:
seq += 1
seq_map[line.sequence] = seq
qty = line.qty or 0
unit_price = line.unit_price or 0
amt = qty * unit_price
disc = amt * (line.discount or 0) / Decimal(100)
line_vals = {
"sequence": seq,
"product_id": line.product_id.id,
"description": line.description,
"qty": qty,
"uom_id": line.uom_id.id,
"unit_price": unit_price,
"discount": disc,
"amount": amt,
"tax_id": line.tax_id.id,
}
vals["lines"].append(("create", line_vals))
for cost in obj.est_costs:
cost_vals = {
"sequence": seq_map.get(cost.sequence),
"product_id": cost.product_id.id,
"description": cost.description,
"supplier_id": cost.supplier_id.id,
"list_price": cost.list_price,
"purchase_price": cost.purchase_price,
"landed_cost": cost.landed_cost,
"qty": cost.qty,
"currency_id": cost.currency_id.id,
}
vals["est_costs"].append(("create", cost_vals))
vals['ref'] = ', '.join([ref for ref in refs])
new_id = self.create(vals, context=context)
new_obj = self.browse(new_id)
return {
"next": {
"name": "quot",
"mode": "form",
"active_id": new_id,
},
"flash": "Quotations merged",
}
def onchange_est_margin(self, context={}):
data = context["data"]
path = context["path"]
line = get_data_path(data, path, parent=True)
margin = line["est_margin_percent_input"]
amt = line["est_cost_amount"] / (1 - margin / Decimal(100))
price = round(amt / line["qty"])
line["unit_price"] = price
self.update_amounts(context)
return data
def get_relative_currency_rate(self, ids, currency_id):
obj = self.browse(ids[0])
rate = None
for r in obj.currency_rates:
if r.currency_id.id == currency_id:
rate = r.rate
break
if rate is None:
rate_from = get_model("currency").get_rate([currency_id],
obj.date) or Decimal(1)
rate_to = obj.currency_id.get_rate(obj.date) or Decimal(1)
rate = rate_from / rate_to
return rate
def update_cost_amount(self, context={}):
settings = get_model('settings').browse(1)
data = context['data']
path = context['path']
line = get_data_path(data, path, parent=True)
pur_price = round(Decimal(line['purchase_price'] or 0), 2)
purchase_ship_percent = round(
Decimal(line['purchase_ship_percent'] or 0), 2)
purchase_duty_percent = round(
Decimal(line['purchase_duty_percent'] or 0), 2)
qty = round(Decimal(line['qty'] or 0), 2)
amount = Decimal(0)
landed_cost = round(
pur_price + (pur_price * (purchase_ship_percent / 100)) +
(pur_price * (purchase_duty_percent / 100)), 2)
amount = round((qty) * (landed_cost), 2)
line['landed_cost'] = landed_cost
prod = get_model('product').browse(line.get('product_id'))
if prod.purchase_currency_id:
if prod.purchase_currency_id.id == settings.currency_id.id:
if data["currency_id"] == settings.currency_id.id:
line['amount'] = amount
line['amount_conv'] = amount
else:
cost_conv = get_model("currency").convert(
amount,
settings.currency_id.id,
data['currency_id'],
date=data['date'])
line['amount'] = amount
line['amount_conv'] = cost_conv
else:
cost = get_model("currency").convert(
amount,
prod.purchase_currency_id.id,
settings.currency_id.id,
date=data['date'])
cost_conv = get_model("currency").convert(
cost,
settings.currency_id.id,
data['currency_id'],
date=data['date'])
line['amount'] = cost
line['amount_conv'] = cost_conv
else:
if data["currency_id"] != settings.currency_id.id:
cost = get_model("currency").convert(amount,
data['currency_id'],
settings.currency_id.id,
date=data['date'])
cost_conv = get_model("currency").convert(
cost,
settings.currency_id.id,
data['currency_id'],
date=data['date'])
line['amount'] = cost
line['amount_conv'] = cost_conv
else:
line['amount'] = amount
line['amount_conv'] = amount
return data
def onchange_tax_type(self, context={}):
data = context['data']
if data['tax_type'] == 'no_tax':
for line in data['lines']:
line['tax_id'] = None
else:
for line in data['lines']:
if 'product_id' not in line:
continue
product_id = line['product_id']
if not product_id:
continue
if 'tax_id' not in line or line['tax_id']:
continue
product = get_model("product").browse(product_id)
if product.sale_tax_id:
line["tax_id"] = product.sale_tax_id.id
data = self.update_amounts(context)
return data
def onchange_date(self, context={}):
data = self.onchange_sequence(context)
data = self.onchange_currency(context)
return data
class Move(Model):
_name = "account.move"
_string = "Journal Entry"
_name_field = "number"
_multi_company = True
_audit_log = True
_key = ["company_id", "number"]
_fields = {
"journal_id":
fields.Many2One("account.journal",
"Journal",
required=True,
search=True),
"narration":
fields.Text("Narration", required=True, search=True),
"date":
fields.Date("Document Date", required=True, search=True, index=True),
"date_posted":
fields.Date("Posted Date", search=True, index=True),
"state":
fields.Selection(
[["draft", "Draft"], ["posted", "Posted"], ["voided", "Voided"]],
"Status",
required=True,
search=True),
"lines":
fields.One2Many("account.move.line", "move_id", "Lines"),
"total_debit":
fields.Decimal("Total Debit",
function="get_total",
function_multi=True),
"total_credit":
fields.Decimal("Total Credit",
function="get_total",
function_multi=True),
"type":
fields.Selection([["auto", "auto"], ["manual", "Manual"]], "Type"),
"ref":
fields.Char("Reference", search=True),
"number":
fields.Char("Number", search=True, required=True),
"default_line_desc":
fields.Boolean("Default narration to line description"),
"comments":
fields.One2Many("message", "related_id", "Comments"),
"related_id":
fields.Reference(
[["account.invoice", "Invoice"], ["account.payment", "Payment"],
["account.transfer", "Transfer"], ["hr.expense", "Expense Claim"],
["service.contract", "Service Contract"], ["pawn.loan", "Loan"],
["landed.cost", "Landed Cost"], [
"stock.picking", "Stock Picking"
], ['account.advance', 'Advance'],
['account.advance.clear', 'Advance Clear']], "Related To"),
"company_id":
fields.Many2One("company", "Company"),
"track_entries":
fields.One2Many("account.track.entry", "move_id", "Tracking Entries"),
"difference":
fields.Float("Difference",
function="get_difference",
function_multi=True),
"verified":
fields.Boolean("Verified", search=True),
"documents":
fields.One2Many("document", "related_id", "Documents"),
}
def _get_journal(self, context={}):
settings = get_model("settings").browse(1)
return settings.general_journal_id.id
def _get_number(self, context={}):
journal_id = context.get("journal_id")
if not journal_id:
settings = get_model("settings").browse(1)
journal_id = settings.general_journal_id.id
if not journal_id:
return
journal = get_model("account.journal").browse(journal_id)
seq_id = journal.sequence_id.id
if not seq_id:
return
while 1:
num = get_model("sequence").get_next_number(seq_id,
context=context)
res = self.search([["number", "=", num]])
if not res:
return num
get_model("sequence").increment_number(seq_id, context=context)
_defaults = {
"state": "draft",
"default_line_desc": True,
"type": "auto",
"date": lambda *a: time.strftime("%Y-%m-%d"),
"journal_id": _get_journal,
"number": _get_number,
"company_id": lambda *a: get_active_company(),
}
_order = "date desc,id desc"
def get_difference(self, ids, context):
vals = {}
for obj in self.browse(ids):
vals[obj.id] = {
"difference": obj.total_debit - obj.total_credit,
}
return vals
def create(self, vals, **kw):
t0 = time.time()
new_id = super().create(vals, **kw)
t01 = time.time()
dt01 = (t01 - t0) * 1000
print("account_move.dt01", dt01)
obj = self.browse([new_id])[0]
line_ids = []
rec_ids = []
for line in obj.lines:
line_ids.append(line.id)
if line.reconcile_id:
rec_ids.append(line.reconcile_id.id)
get_model("account.move.line").function_store(line_ids)
if rec_ids:
get_model("account.reconcile").function_store(rec_ids)
get_model("field.cache").clear_cache(model="account.account")
t1 = time.time()
dt = (t1 - t0) * 1000
print("account_move.create <<< %d ms" % dt)
return new_id
def write(self, ids, vals, **kw):
super().write(ids, vals, **kw)
line_ids = []
rec_ids = []
check_tax_no = None
for obj in self.browse(ids):
for line in obj.lines:
line_ids.append(line.id)
if line.reconcile_id:
rec_ids.append(line.reconcile_id.id)
if line.tax_no:
check_tax_no = get_model("account.move.line").search(
[["tax_no", "=", line.tax_no],
["move_id", "!=", obj.id]])
if check_tax_no:
raise Exception("%s : Duplicate Tax No." % (line.tax_no))
get_model("account.move.line").function_store(line_ids)
if rec_ids:
get_model("account.reconcile").function_store(rec_ids)
get_model("field.cache").clear_cache(model="account.account")
def delete(self, ids, **kw):
rec_ids = []
prefix = ''
q = "SELECT id,name,prefix,type from sequence where type='fixed_asset' order by type"
db = database.get_connection()
res = db.get(q)
for st in res.prefix:
if st == '-' or st == '%':
break
prefix += st
move = self.browse(ids)
for obj in self.browse(ids):
if obj.state == "posted":
raise Exception("Can not deleted posted journal entry")
if obj.related_id and prefix in obj.related_id.number:
raise Exception("This JV still have related")
for line in obj.lines:
if line.reconcile_id:
rec_ids.append(line.reconcile_id.id)
super().delete(ids, **kw)
if rec_ids:
get_model("account.reconcile").function_store(rec_ids)
get_model("field.cache").clear_cache(model="account.account")
def post(self, ids, context={}):
settings = get_model("settings").browse(1)
for obj in self.browse(ids):
if settings.lock_date:
assert obj.date >= settings.lock_date, "Accounting transaction is before lock date"
if obj.state != "draft":
raise Exception("Journal entry is not draft")
total_debit = 0
total_credit = 0
for line in obj.lines:
acc = line.account_id
if not acc.active:
raise Exception(
"Can not post this JV becuase [%s]%s was archeived" %
(acc.code, acc.name))
if acc.type == "view":
raise Exception(
"Can not post to 'view' account ([%s] %s)" %
(acc.code, acc.name))
if acc.company_id.id != obj.company_id.id:
raise Exception(
"Wrong company for account %s in journal entry %s (account company: %s, journal entry company %s)("
% (acc.code, obj.number, acc.company_id.code,
obj.company_id.code))
if acc.require_contact and not line.contact_id:
raise Exception("Missing contact for account %s" %
acc.code)
if acc.require_tax_no and not line.tax_no:
raise Exception("Missing tax number for account %s" %
acc.code)
if acc.require_track and not line.track_id:
raise Exception(
"Missing tracking category for account %s" % acc.code)
if acc.require_track2 and not line.track2_id:
raise Exception(
"Missing secondary tracking category for account %s" %
acc.code)
if line.debit < 0:
raise Exception("Debit amount is negative (%s)" %
line.debit)
if line.credit < 0:
raise Exception("Credit amount is negative (%s)" %
line.credit)
if line.debit > 0 and line.credit > 0:
raise Exception(
"Debit and credit amounts can not be both non-zero (account: %s, debit: %s, credit: %s)"
% (line.account_id.name_get()[0][1], line.debit,
line.credit))
total_debit += line.debit
total_credit += line.credit
if line.tax_comp_id and not line.tax_date:
line.write({"tax_date": line.move_id.date})
if acc.currency_id.id != settings.currency_id.id and not line.amount_cur and (
line.debit - line.credit) != 0:
raise Exception(
"Missing currency amount for account %s" %
line.account_id.name_get()[0][1]) ## issue to STD
if line.amount_cur and line.credit == 0 and line.debit == 0:
raise Exception(
"Missing credit/debit amount for account %s" %
line.account_id.name_get()[0][1])
if abs(total_debit - total_credit) != 0:
print("NOT BALANCED total_debit=%s total_credit=%s" %
(total_debit, total_credit))
for line in obj.lines:
print(" ACC: [%s] %s DR: %s CR: %s" %
(line.account_id.code, line.account_id.name,
line.debit, line.credit))
raise Exception(
"Journal entry is not balanced (debit=%s, credit=%s)" %
(total_debit, total_credit))
obj.write({"state": "posted"})
if not obj.date_posted:
date_posted = time.strftime("%Y-%m-%d")
obj.write({"date_posted": date_posted})
obj.create_track_entries()
#order line by debit and credit
debit_lines = []
credit_lines = []
for line in obj.lines:
line_vals = (line, line.account_id.code_number)
if line.debit:
debit_lines.append(line_vals)
else:
credit_lines.append(line_vals)
for index, lines in enumerate([debit_lines, credit_lines]):
for index2, line_vals in enumerate(
sorted(lines, key=lambda a: a[1])):
line, acc_code = line_vals
seq = int(''.join([str(index + 1), str(index2 + 1)]))
line.write({'sequence': seq})
if not context.get("no_reconcile"):
bank_ids = []
for obj in self.browse(ids):
for line in obj.lines:
acc = line.account_id
if acc.type in ("bank", "cash", "cheque"):
bank_ids.append(acc.id)
if bank_ids:
bank_ids = list(set(bank_ids))
get_model("account.account").auto_bank_reconcile(bank_ids)
get_model("account.balance").update_balances()
active_id = ids[-1]
return {
"next": {
"name": "journal_entry",
"mode": "form",
"active_id": active_id,
},
"flash": "Journal entry #%d is posted" % active_id
}
def create_track_entries(self, ids, context={}):
obj = self.browse(ids[0])
settings = get_model("settings").browse(1)
for line in obj.lines:
if line.track_id:
amt = line.credit - line.debit
if line.track_id.currency_id:
amt = get_model("currency").convert(
amt,
settings.currency_id.id,
line.track_id.currency_id.id,
date=obj.date)
vals = {
"date":
obj.date,
"track_id":
line.track_id.id,
"amount":
amt,
"description":
line.description,
"move_id":
obj.id,
"related_id":
"%s,%s" % (line.move_id.related_id._model,
line.move_id.related_id.id),
}
get_model("account.track.entry").create(vals)
if line.track2_id:
amt = line.credit - line.debit
if line.track2_id.currency_id:
amt = get_model("currency").convert(
amt,
settings.currency_id.id,
line.track2_id.currency_id.id,
date=obj.date)
vals = {
"date":
obj.date,
"track_id":
line.track2_id.id,
"amount":
amt,
"description":
line.description,
"move_id":
obj.id,
"related_id":
"%s,%s" % (line.move_id.related_id._model,
line.move_id.related_id.id),
}
get_model("account.track.entry").create(vals)
def void(self, ids, context={}):
obj = self.browse(ids[0])
settings = get_model("settings").browse(1)
if settings.lock_date:
if obj.date < settings.lock_date:
raise Exception("Accounting transaction is before lock date")
obj.lines.unreconcile()
obj.write({"state": "voided"})
obj.delete_track_entries()
get_model("field.cache").clear_cache(model="account.account")
get_model("account.balance").update_balances()
def related_void(self, ids, context={}):
obj = self.browse(ids[0])
settings = get_model("settings").browse(1)
if obj.related_id:
if obj.related_id._model == "account.payment":
if obj.related_id.type == "out":
raise Exception(
"Can not be void. because it has a Supplier Payments related id = %s"
% (obj.related_id.number))
else:
raise Exception(
"Can not be void. because it has a Customer Payments related id = %s"
% (obj.related_id.number))
elif obj.related_id._model == "account.invoice":
res = get_model("account.payment.line").search_browse(
[["invoice_id", "=", obj.related_id.id]])
if res:
paymeny_id = []
for s in res:
paymeny_id.append(s.payment_id.number)
raise Exception(
"Can not be void. because it has a payment related id = %s"
% (paymeny_id))
if obj.related_id.type == "out":
raise Exception(
"Can not be void. because it has a Accounts Payable related id = %s"
% (obj.related_id.number))
else:
raise Exception(
"Can not be void. because it has a Accounts Receivable related id = %s"
% (obj.related_id.number))
elif obj.related_id._model == "account.advance":
raise Exception(
"Can not be void. because it has a Advance Payment related id = %s"
% (obj.related_id.number))
elif obj.related_id._model == "account.advance.clear":
raise Exception(
"Can not be void. because it has a Advance Clearing related id = %s"
% (obj.related_id.number))
elif obj.related_id._model == "account.cheque.move":
if obj.related_id.type == "RP":
raise Exception(
"Can not be void. because it has a Cheque Honor Receipt related id = %s"
% (obj.related_id.number))
elif obj.related_id.type == "PP":
raise Exception(
"Can not be void. because it has a Cheque Honor Payment related id = %s"
% (obj.related_id.number))
elif obj.related_id._model == "hr.expense":
raise Exception(
"Can not be void. because it has a account_expense related id = %s"
% (obj.related_id.number))
elif obj.related_id._model == "stock.picking":
raise Exception(
"Can not be void. because it has a stock_picking related id = %s"
% (obj.related_id.number))
elif obj.related_id._model == "account.transfer":
raise Exception(
"Can not be void. because it has a Bank Transfer related id = %s"
% (obj.related_id.number))
if settings.lock_date:
if obj.date < settings.lock_date:
raise Exception("Accounting transaction is before lock date")
obj.lines.unreconcile()
obj.write({"state": "voided"})
obj.delete_track_entries()
get_model("field.cache").clear_cache(model="account.account")
get_model("account.balance").update_balances()
def delete_track_entries(self, ids, context={}):
obj = self.browse(ids[0])
obj.track_entries.delete()
def get_total(self, ids, context):
vals = {}
for obj in self.browse(ids):
total_debit = 0
total_credit = 0
for line in obj.lines:
total_debit += line.debit
total_credit += line.credit
vals[obj.id] = {
"total_debit": total_debit,
"total_credit": total_credit,
}
return vals
def update_amounts(self, context):
data = context["data"]
data["total_debit"] = 0
data["total_credit"] = 0
for line in data["lines"]:
if not line:
continue
debit = line.get("debit") or 0
credit = line.get("credit") or 0
data["total_debit"] += debit
data["total_credit"] += credit
if line.get("debit") is not None and line.get("credit") is None:
line["credit"] = 0
if line.get("credit") is not None and line.get("debit") is None:
line["debit"] = 0
data["difference"] = data["total_debit"] - data["total_credit"]
return data
def get_line_desc(self, context):
data = context["data"]
path = context["path"]
if not data.get("default_line_desc"):
return
if not get_data_path(data, path):
set_data_path(data, path, data.get("narration"))
return data
def view_journal(self, ids, context={}):
res = self.read(ids, ["related_id"])[0]["related_id"]
rel = res and res[0] or None
next = None
if rel:
model, model_id = rel.split(",")
if model == "account.invoice":
next = {
"name": "view_invoice",
"active_id": model_id,
}
elif model == "account.payment":
next = {
"name": "payment",
"mode": "form",
"active_id": model_id,
}
elif model == "account.transfer":
next = {
"name": "bank_transfer",
"mode": "form",
"active_id": model_id,
}
elif model == "account.claim":
next = {
"name": "account_claim_edit",
"active_id": model_id,
}
if not next:
next = {
"name": "journal_entry",
"mode": "form",
"active_id": ids[0],
}
return {"next": next}
def copy(self, ids, context={}):
obj = self.browse(ids)[0]
vals = {
"journal_id": obj.journal_id.id,
"ref": obj.ref,
"default_line_desc": obj.default_line_desc,
"narration": obj.narration,
"lines": [],
}
for line in obj.lines:
if not line.account_id.active:
raise Exception(
'Can not copy this because account : [%s]%s was archived' %
(line.account_id.code, line.account_id.name))
line_vals = {
"description": line.description,
"account_id": line.account_id.id,
"debit": line.debit,
"credit": line.credit,
"tax_comp_id": line.tax_comp_id.id,
"tax_base": line.tax_base,
"contact_id": line.contact_id.id,
"track_id": line.track_id.id,
"track2_id": line.track2_id.id,
}
vals["lines"].append(("create", line_vals))
new_id = self.create(vals, context={"journal_id": obj.journal_id.id})
new_obj = self.browse(new_id)
return {
"next": {
"name": "journal_entry",
"mode": "form",
"active_id": new_id,
},
"flash":
"Journal entry %s copied to %s" % (obj.number, new_obj.number),
}
def to_draft(self, ids, context={}):
settings = get_model("settings").browse(1)
obj = self.browse(ids)[0]
if settings.lock_date:
assert obj.date >= settings.lock_date, "Accounting transaction is before lock date"
for line in obj.lines:
line.unreconcile()
obj.write({"state": "draft"})
obj.delete_track_entries()
get_model("account.balance").update_balances()
return {
"next": {
"name": "journal_entry",
"mode": "form",
"active_id": obj.id,
},
"flash": "Journal entry #%d set to draft" % obj.id,
}
def onchange_journal(self, context={}):
data = context["data"]
journal_id = data["journal_id"]
date = data["date"]
number = self._get_number(context={
"journal_id": journal_id,
"date": date
})
data["number"] = number
return data
def onchange_date(self, context={}):
data = context["data"]
journal_id = data["journal_id"]
date = data["date"]
number = self._get_number(context={
"journal_id": journal_id,
"date": date
})
data["number"] = number
return data
def get_data(self, ids, context={}):
company_id = get_active_company()
comp = get_model("company").browse(company_id)
settings = get_model('settings').browse(1)
pages = []
for obj in self.browse(ids):
lines = []
for line in obj.lines:
lines.append({
'description': line.description,
'account_code': line.account_id.code,
'account_name': line.account_id.name,
'debit': line.debit,
'credit': line.credit,
'tax_comp': line.tax_comp_id.name,
'tax_base': line.tax_base,
'track': line.track_id.name,
'contact': line.contact_id.name,
})
data = {
"comp_name": comp.name,
"number": obj.number,
"date": obj.date,
"journal": obj.journal_id.name,
"narration": obj.narration,
"lines": lines,
"total_debit": obj.total_debit,
"total_credit": obj.total_credit,
}
if settings.logo:
data['logo'] = get_file_path(settings.logo)
pages.append(data)
if pages:
pages[-1]["is_last_page"] = True
return {
"pages": pages,
"logo":
get_file_path(settings.logo), # XXX: remove when render_odt fixed
}
def get_report_data(self, ids=None, context={}):
if ids is not None: # for new templates
return super().get_report_data(ids, context=context)
ids = context["ids"]
return self.get_data(ids, context)
def reverse(self, ids, context={}):
settings = get_model("settings").browse(1)
obj = self.browse(ids)[0]
rel = obj.related_id
vals = {
"journal_id": obj.journal_id.id,
"ref": obj.ref,
"default_line_desc": obj.default_line_desc,
"narration": obj.narration,
"lines": [],
}
if rel:
vals['related_id'] = "%s,%s" % (rel._model, rel.id)
for line in obj.lines:
line_vals = {
"description": line.description,
"account_id": line.account_id.id,
"debit": line.credit,
"credit": line.debit,
"tax_comp_id": line.tax_comp_id.id,
"tax_base": line.tax_base,
"contact_id": line.contact_id.id,
"track_id": line.track_id.id,
"track2_id": line.track2_id.id,
}
acc = line.account_id
if acc.currency_id.id != settings.currency_id.id:
amt = line.amount_cur or 0
sign = amt < 0 and -1 or 1
line_vals['amount_cur'] = amt * sign
vals["lines"].append(("create", line_vals))
new_id = self.create(vals, context={"journal_id": obj.journal_id.id})
self.post([new_id])
new_obj = self.browse(new_id)
return {
"next": {
"name": "journal_entry",
"mode": "form",
"active_id": new_id,
},
"flash":
"Journal entry %s reversed to %s" % (obj.number, new_obj.number),
"reverse_move_id":
new_id,
}