sale/wizard/sale_make_invoice_advance.py

405 lines
17 KiB
Python

# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo import _, api, fields, models, SUPERUSER_ID
from odoo.exceptions import UserError
from odoo.fields import Command
from odoo.tools import format_date, frozendict
class SaleAdvancePaymentInv(models.TransientModel):
_name = 'sale.advance.payment.inv'
_description = "Sales Advance Payment Invoice"
advance_payment_method = fields.Selection(
selection=[
('delivered', "Regular invoice"),
('percentage', "Down payment (percentage)"),
('fixed', "Down payment (fixed amount)"),
],
string="Create Invoice",
default='delivered',
required=True,
help="A standard invoice is issued with all the order lines ready for invoicing,"
"according to their invoicing policy (based on ordered or delivered quantity).")
count = fields.Integer(string="Order Count", compute='_compute_count')
sale_order_ids = fields.Many2many(
'sale.order', default=lambda self: self.env.context.get('active_ids'))
# Down Payment logic
has_down_payments = fields.Boolean(
string="Has down payments", compute="_compute_has_down_payments")
deduct_down_payments = fields.Boolean(string="Deduct down payments", default=True)
# New Down Payment
product_id = fields.Many2one(
comodel_name='product.product',
string="Down Payment Product",
domain=[('type', '=', 'service')],
compute='_compute_product_id',
readonly=False,
store=True)
amount = fields.Float(
string="Down Payment Amount",
help="The percentage of amount to be invoiced in advance.")
fixed_amount = fields.Monetary(
string="Down Payment Amount (Fixed)",
help="The fixed amount to be invoiced in advance.")
currency_id = fields.Many2one(
comodel_name='res.currency',
compute='_compute_currency_id',
store=True)
company_id = fields.Many2one(
comodel_name='res.company',
compute='_compute_company_id',
store=True)
amount_invoiced = fields.Monetary(
string="Already invoiced",
compute="_compute_invoice_amounts",
help="Only confirmed down payments are considered.")
amount_to_invoice = fields.Monetary(
string="Amount to invoice",
compute="_compute_invoice_amounts",
help="The amount to invoice = Sale Order Total - Confirmed Down Payments.")
# Only used when there is no down payment product available
# to setup the down payment product
deposit_account_id = fields.Many2one(
comodel_name='account.account',
string="Income Account",
domain=[('deprecated', '=', False)],
check_company=True,
help="Account used for deposits")
deposit_taxes_id = fields.Many2many(
comodel_name='account.tax',
string="Customer Taxes",
domain=[('type_tax_use', '=', 'sale')],
check_company=True,
help="Taxes used for deposits")
# UI
display_draft_invoice_warning = fields.Boolean(compute="_compute_display_draft_invoice_warning")
display_invoice_amount_warning = fields.Boolean(compute="_compute_display_invoice_amount_warning")
consolidated_billing = fields.Boolean(
string="Consolidated Billing", default=True,
help="Create one invoice for all orders related to same customer and same invoicing address"
)
#=== COMPUTE METHODS ===#
@api.depends('sale_order_ids')
def _compute_count(self):
for wizard in self:
wizard.count = len(wizard.sale_order_ids)
@api.depends('sale_order_ids')
def _compute_has_down_payments(self):
for wizard in self:
wizard.has_down_payments = bool(
wizard.sale_order_ids.order_line.filtered('is_downpayment')
)
# next computed fields are only used for down payments invoices and therefore should only
# have a value when 1 unique SO is invoiced through the wizard
@api.depends('sale_order_ids')
def _compute_currency_id(self):
self.currency_id = False
for wizard in self:
if wizard.count == 1:
wizard.currency_id = wizard.sale_order_ids.currency_id
@api.depends('sale_order_ids')
def _compute_company_id(self):
self.company_id = False
for wizard in self:
if wizard.count == 1:
wizard.company_id = wizard.sale_order_ids.company_id
@api.depends('company_id')
def _compute_product_id(self):
self.product_id = False
for wizard in self:
if wizard.count == 1:
wizard.product_id = wizard.company_id.sale_down_payment_product_id
@api.depends('amount', 'fixed_amount', 'advance_payment_method', 'amount_to_invoice')
def _compute_display_invoice_amount_warning(self):
for wizard in self:
invoice_amount = wizard.fixed_amount
if wizard.advance_payment_method == 'percentage':
invoice_amount = wizard.amount / 100 * sum(wizard.sale_order_ids.mapped('amount_total'))
wizard.display_invoice_amount_warning = invoice_amount > wizard.amount_to_invoice
@api.depends('sale_order_ids')
def _compute_display_draft_invoice_warning(self):
for wizard in self:
wizard.display_draft_invoice_warning = wizard.sale_order_ids.invoice_ids.filtered(lambda invoice: invoice.state == 'draft')
@api.depends('sale_order_ids')
def _compute_invoice_amounts(self):
for wizard in self:
wizard.amount_invoiced = sum(wizard.sale_order_ids._origin.mapped('amount_invoiced'))
wizard.amount_to_invoice = sum(wizard.sale_order_ids._origin.mapped('amount_to_invoice'))
#=== ONCHANGE METHODS ===#
@api.onchange('advance_payment_method')
def _onchange_advance_payment_method(self):
if self.advance_payment_method == 'percentage':
amount = self.default_get(['amount']).get('amount')
return {'value': {'amount': amount}}
#=== CONSTRAINT METHODS ===#
def _check_amount_is_positive(self):
for wizard in self:
if wizard.advance_payment_method == 'percentage' and wizard.amount <= 0.00:
raise UserError(_('The value of the down payment amount must be positive.'))
elif wizard.advance_payment_method == 'fixed' and wizard.fixed_amount <= 0.00:
raise UserError(_('The value of the down payment amount must be positive.'))
@api.constrains('product_id')
def _check_down_payment_product_is_valid(self):
for wizard in self:
if wizard.count > 1 or not wizard.product_id:
continue
if wizard.product_id.invoice_policy != 'order':
raise UserError(_(
"The product used to invoice a down payment should have an invoice policy"
"set to \"Ordered quantities\"."
" Please update your deposit product to be able to create a deposit invoice."))
if wizard.product_id.type != 'service':
raise UserError(_(
"The product used to invoice a down payment should be of type 'Service'."
" Please use another product or update this product."))
#=== ACTION METHODS ===#
def create_invoices(self):
self._check_amount_is_positive()
invoices = self._create_invoices(self.sale_order_ids)
return self.sale_order_ids.action_view_invoice(invoices=invoices)
def view_draft_invoices(self):
return {
'name': _('Draft Invoices'),
'type': 'ir.actions.act_window',
'view_mode': 'tree',
'views': [(False, 'list'), (False, 'form')],
'res_model': 'account.move',
'domain': [('line_ids.sale_line_ids.order_id', 'in', self.sale_order_ids.ids), ('state', '=', 'draft')],
}
#=== BUSINESS METHODS ===#
def _create_invoices(self, sale_orders):
self.ensure_one()
if self.advance_payment_method == 'delivered':
return sale_orders._create_invoices(final=self.deduct_down_payments, grouped=not self.consolidated_billing)
else:
self.sale_order_ids.ensure_one()
self = self.with_company(self.company_id)
order = self.sale_order_ids
# Create deposit product if necessary
if not self.product_id:
self.company_id.sale_down_payment_product_id = self.env['product.product'].create(
self._prepare_down_payment_product_values()
)
self._compute_product_id()
# Create down payment section if necessary
SaleOrderline = self.env['sale.order.line'].with_context(sale_no_log_for_new_lines=True)
if not any(line.display_type and line.is_downpayment for line in order.order_line):
SaleOrderline.create(
self._prepare_down_payment_section_values(order)
)
down_payment_lines = SaleOrderline.create(
self._prepare_down_payment_lines_values(order)
)
invoice = self.env['account.move'].sudo().create(
self._prepare_invoice_values(order, down_payment_lines)
).with_user(self.env.uid) # Unsudo the invoice after creation
# Ensure the invoice total is exactly the expected fixed amount.
if self.advance_payment_method == 'fixed':
delta_amount = (invoice.amount_total - self.fixed_amount) * (1 if invoice.is_inbound() else -1)
if not order.currency_id.is_zero(delta_amount):
receivable_line = invoice.line_ids\
.filtered(lambda aml: aml.account_id.account_type == 'asset_receivable')[:1]
product_lines = invoice.line_ids\
.filtered(lambda aml: aml.display_type == 'product')
tax_lines = invoice.line_ids\
.filtered(lambda aml: aml.tax_line_id.amount_type not in (False, 'fixed'))
if product_lines and tax_lines and receivable_line:
line_commands = [Command.update(receivable_line.id, {
'amount_currency': receivable_line.amount_currency + delta_amount,
})]
delta_sign = 1 if delta_amount > 0 else -1
for lines, attr, sign in (
(product_lines, 'price_total', -1),
(tax_lines, 'amount_currency', 1),
):
remaining = delta_amount
lines_len = len(lines)
for line in lines:
if order.currency_id.compare_amounts(remaining, 0) != delta_sign:
break
amt = delta_sign * max(
order.currency_id.rounding,
abs(order.currency_id.round(remaining / lines_len)),
)
remaining -= amt
line_commands.append(Command.update(line.id, {attr: line[attr] + amt * sign}))
invoice.line_ids = line_commands
poster = self.env.user._is_internal() and self.env.user.id or SUPERUSER_ID
invoice.with_user(poster).message_post_with_source(
'mail.message_origin_link',
render_values={'self': invoice, 'origin': order},
subtype_xmlid='mail.mt_note',
)
title = _("Down payment invoice")
order.with_user(poster).message_post(
body=_("%s has been created", invoice._get_html_link(title=title)),
)
return invoice
def _prepare_down_payment_product_values(self):
self.ensure_one()
return {
'name': _('Down payment'),
'type': 'service',
'invoice_policy': 'order',
'company_id': self.company_id.id,
'property_account_income_id': self.deposit_account_id.id,
'taxes_id': [Command.set(self.deposit_taxes_id.ids)],
}
def _prepare_down_payment_section_values(self, order):
context = {'lang': order.partner_id.lang}
so_values = {
'name': _('Down Payments'),
'product_uom_qty': 0.0,
'order_id': order.id,
'display_type': 'line_section',
'is_downpayment': True,
'sequence': order.order_line and order.order_line[-1].sequence + 1 or 10,
}
del context
return so_values
def _prepare_down_payment_lines_values(self, order):
""" Create one down payment line per tax or unique taxes combination.
Apply the tax(es) to their respective lines.
:param order: Order for which the down payment lines are created.
:return: An array of dicts with the down payment lines values.
"""
self.ensure_one()
if self.advance_payment_method == 'percentage':
percentage = self.amount / 100
else:
percentage = self.fixed_amount / order.amount_total if order.amount_total else 1
order_lines = order.order_line.filtered(lambda l: not l.display_type)
base_downpayment_lines_values = self._prepare_base_downpayment_line_values(order)
tax_base_line_dicts = [
line._convert_to_tax_base_line_dict(
analytic_distribution=line.analytic_distribution,
handle_price_include=False
)
for line in order_lines
]
computed_taxes = self.env['account.tax']._compute_taxes(
tax_base_line_dicts)
down_payment_values = []
for line, tax_repartition in computed_taxes['base_lines_to_update']:
taxes = line['taxes'].flatten_taxes_hierarchy()
fixed_taxes = taxes.filtered(lambda tax: tax.amount_type == 'fixed')
down_payment_values.append([
taxes - fixed_taxes,
line['analytic_distribution'],
tax_repartition['price_subtotal']
])
for fixed_tax in fixed_taxes:
# Fixed taxes cannot be set as taxes on down payments as they always amounts to 100%
# of the tax amount. Therefore fixed taxes are removed and are replace by a new line
# with appropriate amount, and non fixed taxes if the fixed tax affected the base of
# any other non fixed tax.
if fixed_tax.include_base_amount:
pct_tax = taxes[list(taxes).index(fixed_tax) + 1:]\
.filtered(lambda t: t.is_base_affected and t.amount_type != 'fixed')
else:
pct_tax = self.env['account.tax']
down_payment_values.append([
pct_tax,
line['analytic_distribution'],
line['quantity'] * fixed_tax.amount
])
downpayment_line_map = {}
for tax_id, analytic_distribution, price_subtotal in down_payment_values:
grouping_key = frozendict({
'tax_id': tuple(sorted(tax_id.ids)),
'analytic_distribution': analytic_distribution,
})
downpayment_line_map.setdefault(grouping_key, {
**base_downpayment_lines_values,
**grouping_key,
'product_uom_qty': 0.0,
'price_unit': 0.0,
})
downpayment_line_map[grouping_key]['price_unit'] += \
order.currency_id.round(price_subtotal * percentage)
return list(downpayment_line_map.values())
def _prepare_base_downpayment_line_values(self, order):
self.ensure_one()
context = {'lang': order.partner_id.lang}
so_values = {
'name': _(
'Down Payment: %(date)s (Draft)', date=format_date(self.env, fields.Date.today())
),
'product_uom_qty': 0.0,
'order_id': order.id,
'discount': 0.0,
'product_id': self.product_id.id,
'is_downpayment': True,
'sequence': order.order_line and order.order_line[-1].sequence + 1 or 10,
}
del context
return so_values
def _prepare_invoice_values(self, order, so_lines):
self.ensure_one()
return {
**order._prepare_invoice(),
'invoice_line_ids': [Command.create(
line._prepare_invoice_line(
name=self._get_down_payment_description(order),
quantity=1.0,
)
) for line in so_lines],
}
def _get_down_payment_description(self, order):
self.ensure_one()
context = {'lang': order.partner_id.lang}
if self.advance_payment_method == 'percentage':
name = _("Down payment of %s%%", self.amount)
else:
name = _('Down Payment')
del context
return name