932 lines
45 KiB
Python
932 lines
45 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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import json
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from collections import defaultdict
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from datetime import date
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from odoo import api, fields, models, _, _lt
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from odoo.exceptions import ValidationError, AccessError
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from odoo.osv import expression
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from odoo.tools import Query, SQL, OrderedSet
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class Project(models.Model):
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_inherit = 'project.project'
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allow_billable = fields.Boolean("Billable")
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sale_line_id = fields.Many2one(
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'sale.order.line', 'Sales Order Item', copy=False,
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compute="_compute_sale_line_id", store=True, readonly=False, index='btree_not_null',
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domain="[('is_service', '=', True), ('is_expense', '=', False), ('state', '=', 'sale'), ('order_partner_id', '=?', partner_id)]",
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help="Sales order item that will be selected by default on the tasks and timesheets of this project,"
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" except if the employee set on the timesheets is explicitely linked to another sales order item on the project.\n"
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"It can be modified on each task and timesheet entry individually if necessary.")
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sale_order_id = fields.Many2one(string='Sales Order', related='sale_line_id.order_id', help="Sales order to which the project is linked.")
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has_any_so_to_invoice = fields.Boolean('Has SO to Invoice', compute='_compute_has_any_so_to_invoice')
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sale_order_line_count = fields.Integer(compute='_compute_sale_order_count', groups='sales_team.group_sale_salesman')
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sale_order_count = fields.Integer(compute='_compute_sale_order_count', groups='sales_team.group_sale_salesman')
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has_any_so_with_nothing_to_invoice = fields.Boolean('Has a SO with an invoice status of No', compute='_compute_has_any_so_with_nothing_to_invoice')
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invoice_count = fields.Integer(compute='_compute_invoice_count', groups='account.group_account_readonly')
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vendor_bill_count = fields.Integer(related='analytic_account_id.vendor_bill_count', groups='account.group_account_readonly')
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partner_id = fields.Many2one(compute="_compute_partner_id", store=True, readonly=False)
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display_sales_stat_buttons = fields.Boolean(compute='_compute_display_sales_stat_buttons')
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@api.model
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def _map_tasks_default_valeus(self, task, project):
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defaults = super()._map_tasks_default_valeus(task, project)
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defaults['sale_line_id'] = False
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return defaults
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@api.depends('allow_billable', 'partner_id.company_id')
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def _compute_partner_id(self):
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for project in self:
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# Ensures that the partner_id and its project do not have different companies set
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if not project.allow_billable or (project.company_id and project.partner_id.company_id and project.company_id != project.partner_id.company_id):
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project.partner_id = False
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@api.depends('partner_id')
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def _compute_sale_line_id(self):
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self.filtered(
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lambda p:
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p.sale_line_id and (
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not p.partner_id or p.sale_line_id.order_partner_id.commercial_partner_id != p.partner_id.commercial_partner_id
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)
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).update({'sale_line_id': False})
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def _get_projects_for_invoice_status(self, invoice_status):
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""" Returns a recordset of project.project that has any Sale Order which invoice_status is the same as the
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provided invoice_status.
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:param invoice_status: The invoice status.
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"""
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self.env.cr.execute("""
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SELECT id
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FROM project_project pp
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WHERE pp.active = true
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AND ( EXISTS(SELECT 1
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FROM sale_order so
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JOIN project_task pt ON pt.sale_order_id = so.id
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WHERE pt.project_id = pp.id
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AND pt.active = true
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AND so.invoice_status = %(invoice_status)s)
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OR EXISTS(SELECT 1
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FROM sale_order so
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JOIN sale_order_line sol ON sol.order_id = so.id
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WHERE sol.id = pp.sale_line_id
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AND so.invoice_status = %(invoice_status)s))
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AND id in %(ids)s""", {'ids': tuple(self.ids), 'invoice_status': invoice_status})
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return self.env['project.project'].browse([x[0] for x in self.env.cr.fetchall()])
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@api.depends('sale_order_id.invoice_status', 'tasks.sale_order_id.invoice_status')
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def _compute_has_any_so_to_invoice(self):
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"""Has any Sale Order whose invoice_status is set as To Invoice"""
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if not self.ids:
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self.has_any_so_to_invoice = False
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return
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project_to_invoice = self._get_projects_for_invoice_status('to invoice')
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project_to_invoice.has_any_so_to_invoice = True
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(self - project_to_invoice).has_any_so_to_invoice = False
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@api.depends('sale_order_id', 'task_ids.sale_order_id')
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def _compute_sale_order_count(self):
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sale_order_items_per_project_id = self._fetch_sale_order_items_per_project_id({'project.task': [('state', 'in', self.env['project.task'].OPEN_STATES)]})
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for project in self:
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sale_order_lines = sale_order_items_per_project_id.get(project.id, self.env['sale.order.line'])
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project.sale_order_line_count = len(sale_order_lines)
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project.sale_order_count = len(sale_order_lines.order_id)
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def _compute_invoice_count(self):
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query = self.env['account.move.line']._search([('move_id.move_type', 'in', ['out_invoice', 'out_refund'])])
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query.add_where('analytic_distribution ?| %s', [[str(project.analytic_account_id.id) for project in self]])
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query.order = None
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query_string, query_param = query.select(
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'jsonb_object_keys(account_move_line.analytic_distribution) as account_id',
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'COUNT(DISTINCT move_id) as move_count',
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)
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query_string = f"{query_string} GROUP BY jsonb_object_keys(account_move_line.analytic_distribution)"
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self._cr.execute(query_string, query_param)
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data = {int(row.get('account_id')): row.get('move_count') for row in self._cr.dictfetchall()}
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for project in self:
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project.invoice_count = data.get(project.analytic_account_id.id, 0)
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@api.depends('allow_billable', 'partner_id')
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def _compute_display_sales_stat_buttons(self):
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for project in self:
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project.display_sales_stat_buttons = project.allow_billable and project.partner_id
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def action_view_sols(self):
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self.ensure_one()
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all_sale_order_lines = self._fetch_sale_order_items({'project.task': [('state', 'in', self.env['project.task'].OPEN_STATES)]})
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action_window = {
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'type': 'ir.actions.act_window',
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'res_model': 'sale.order.line',
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'name': _("%(name)s's Sales Order Items", name=self.name),
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'context': {
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'show_sale': True,
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'link_to_project': self.id,
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'form_view_ref': 'sale_project.sale_order_line_view_form_editable', # Necessary for some logic in the form view
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'default_partner_id': self.partner_id.id,
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'default_company_id': self.company_id.id,
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'default_order_id': self.sale_order_id.id,
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},
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'views': [(self.env.ref('sale_project.sale_order_line_view_form_editable').id, 'form')],
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}
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if len(all_sale_order_lines) <= 1:
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action_window['res_id'] = all_sale_order_lines.id
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else:
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action_window.update({
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'domain': [('id', 'in', all_sale_order_lines.ids)],
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'views': [
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(self.env.ref('sale_project.view_order_line_tree_with_create').id, 'tree'),
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(self.env.ref('sale_project.sale_order_line_view_form_editable').id, 'form'),
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],
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})
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return action_window
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def action_view_sos(self):
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self.ensure_one()
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all_sale_orders = self._fetch_sale_order_items({'project.task': [('state', 'in', self.env['project.task'].OPEN_STATES)]}).order_id
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action_window = {
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"type": "ir.actions.act_window",
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"res_model": "sale.order",
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'name': _("%(name)s's Sales Orders", name=self.name),
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"context": {"create": self.env.context.get('create_for_project_id'), "show_sale": True},
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}
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if len(all_sale_orders) <= 1:
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action_window.update({
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"res_id": all_sale_orders.id,
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"views": [[False, "form"]],
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})
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else:
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action_window.update({
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"domain": [('id', 'in', all_sale_orders.ids)],
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"views": [[False, "tree"], [False, "kanban"], [False, "calendar"], [False, "pivot"],
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[False, "graph"], [False, "activity"], [False, "form"]],
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})
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return action_window
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def action_get_list_view(self):
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action = super().action_get_list_view()
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if self.allow_billable:
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action['views'] = [(self.env.ref('sale_project.project_milestone_view_tree').id, 'tree'), (False, 'form')]
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return action
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def action_profitability_items(self, section_name, domain=None, res_id=False):
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if section_name in ['service_revenues', 'materials']:
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view_types = ['list', 'kanban', 'form']
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action = {
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'name': _('Sales Order Items'),
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'type': 'ir.actions.act_window',
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'res_model': 'sale.order.line',
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'context': {'create': False, 'edit': False},
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}
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if res_id:
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action['res_id'] = res_id
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view_types = ['form']
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else:
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action['domain'] = domain
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action['views'] = [(False, v) for v in view_types]
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return action
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if section_name in ['other_invoice_revenues', 'downpayments']:
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action = self.env["ir.actions.actions"]._for_xml_id("account.action_move_out_invoice_type")
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action['domain'] = domain if domain else []
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if res_id:
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action['views'] = [(False, 'form')]
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action['view_mode'] = 'form'
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action['res_id'] = res_id
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return action
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return super().action_profitability_items(section_name, domain, res_id)
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@api.depends('sale_order_id.invoice_status', 'tasks.sale_order_id.invoice_status')
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def _compute_has_any_so_with_nothing_to_invoice(self):
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"""Has any Sale Order whose invoice_status is set as No"""
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if not self.ids:
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self.has_any_so_with_nothing_to_invoice = False
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return
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project_nothing_to_invoice = self._get_projects_for_invoice_status('no')
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project_nothing_to_invoice.has_any_so_with_nothing_to_invoice = True
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(self - project_nothing_to_invoice).has_any_so_with_nothing_to_invoice = False
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def action_create_invoice(self):
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action = self.env["ir.actions.actions"]._for_xml_id("sale.action_view_sale_advance_payment_inv")
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so_ids = (self.sale_order_id | self.task_ids.sale_order_id).filtered(lambda so: so.invoice_status in ['to invoice', 'no']).ids
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action['context'] = {
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'active_id': so_ids[0] if len(so_ids) == 1 else False,
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'active_ids': so_ids
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}
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if not self.has_any_so_to_invoice:
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action['context']['default_advance_payment_method'] = 'percentage'
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return action
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def action_open_project_invoices(self):
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query = self.env['account.move.line']._search([('move_id.move_type', 'in', ['out_invoice', 'out_refund'])])
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query.add_where('analytic_distribution ? %s', [str(self.analytic_account_id.id)])
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query_string, query_param = query.select('DISTINCT move_id')
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self._cr.execute(query_string, query_param)
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invoice_ids = [line.get('move_id') for line in self._cr.dictfetchall()]
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action = {
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'name': _('Invoices'),
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'type': 'ir.actions.act_window',
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'res_model': 'account.move',
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'views': [[False, 'tree'], [False, 'form'], [False, 'kanban']],
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'domain': [('id', 'in', invoice_ids)],
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'context': {
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'create': False,
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}
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}
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if len(invoice_ids) == 1:
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action['views'] = [[False, 'form']]
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action['res_id'] = invoice_ids[0]
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return action
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# ----------------------------
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# Project Updates
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# ----------------------------
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def _fetch_sale_order_items_per_project_id(self, domain_per_model=None):
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if not self:
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return {}
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if len(self) == 1:
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return {self.id: self._fetch_sale_order_items(domain_per_model)}
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query_str, params = self._get_sale_order_items_query(domain_per_model).select('id', 'ARRAY_AGG(DISTINCT sale_line_id) AS sale_line_ids')
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query = f"""
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{query_str}
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GROUP BY id
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"""
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self._cr.execute(query, params)
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return {row['id']: self.env['sale.order.line'].browse(row['sale_line_ids']) for row in self._cr.dictfetchall()}
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def _fetch_sale_order_items(self, domain_per_model=None, limit=None, offset=None):
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return self.env['sale.order.line'].browse(self._fetch_sale_order_item_ids(domain_per_model, limit, offset))
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def _fetch_sale_order_item_ids(self, domain_per_model=None, limit=None, offset=None):
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if not self or not self.filtered('allow_billable'):
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return []
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query = self._get_sale_order_items_query(domain_per_model)
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query.limit = limit
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query.offset = offset
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query_str, params = query.select('DISTINCT sale_line_id')
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self._cr.execute(query_str, params)
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return [row[0] for row in self._cr.fetchall()]
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def _get_sale_orders(self):
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return self._get_sale_order_items().order_id
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def _get_sale_order_items(self):
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return self._fetch_sale_order_items()
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def _get_sale_order_items_query(self, domain_per_model=None):
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if domain_per_model is None:
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domain_per_model = {}
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billable_project_domain = [('allow_billable', '=', True)]
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project_domain = [('id', 'in', self.ids), ('sale_line_id', '!=', False)]
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if 'project.project' in domain_per_model:
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project_domain = expression.AND([
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domain_per_model['project.project'],
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project_domain,
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billable_project_domain,
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])
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project_query = self.env['project.project']._where_calc(project_domain)
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self._apply_ir_rules(project_query, 'read')
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project_sql = project_query.select('id', 'sale_line_id')
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Task = self.env['project.task']
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task_domain = [('project_id', 'in', self.ids), ('sale_line_id', '!=', False)]
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if Task._name in domain_per_model:
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task_domain = expression.AND([
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domain_per_model[Task._name],
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task_domain,
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])
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task_query = Task._where_calc(task_domain)
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Task._apply_ir_rules(task_query, 'read')
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task_sql = task_query.select(f'{Task._table}.project_id AS id', f'{Task._table}.sale_line_id')
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ProjectMilestone = self.env['project.milestone']
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milestone_domain = [('project_id', 'in', self.ids), ('allow_billable', '=', True), ('sale_line_id', '!=', False)]
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if ProjectMilestone._name in domain_per_model:
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milestone_domain = expression.AND([
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domain_per_model[ProjectMilestone._name],
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milestone_domain,
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billable_project_domain,
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])
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milestone_query = ProjectMilestone._where_calc(milestone_domain)
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ProjectMilestone._apply_ir_rules(milestone_query)
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milestone_sql = milestone_query.select(
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f'{ProjectMilestone._table}.project_id AS id',
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f'{ProjectMilestone._table}.sale_line_id',
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)
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SaleOrderLine = self.env['sale.order.line']
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sale_order_line_domain = [('order_id', 'any', [('analytic_account_id', 'in', self.analytic_account_id.ids)])]
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sale_order_line_query = SaleOrderLine._where_calc(sale_order_line_domain)
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sale_order_line_sql = sale_order_line_query.select(
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f'{SaleOrderLine._table}.project_id AS id',
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f'{SaleOrderLine._table}.id AS sale_line_id',
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)
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query = Query(self._cr, 'project_sale_order_item', SQL('(%s)', SQL(' UNION ').join([
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project_sql, task_sql, milestone_sql, sale_order_line_sql,
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])))
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return query
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def get_panel_data(self):
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panel_data = super().get_panel_data()
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return {
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**panel_data,
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'sale_items': self._get_sale_items() if self.allow_billable else {},
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}
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def get_sale_items_data(self, domain=None, offset=0, limit=None, with_action=True):
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if not self.user_has_groups('project.group_project_user'):
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return {}
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sols = self.env['sale.order.line'].sudo().search(
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domain or self._get_sale_items_domain(),
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offset=offset,
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limit=limit,
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)
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# filter to only get the action for the SOLs that the user can read
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action_per_sol = sols.sudo(False)._filter_access_rules_python('read')._get_action_per_item() if with_action else {}
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def get_action(sol_id):
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""" Return the action vals to call it in frontend if the user can access to the SO related """
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action, res_id = action_per_sol.get(sol_id, (None, None))
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return {'action': {'name': action, 'resId': res_id, 'buttonContext': json.dumps({'active_id': sol_id, 'default_project_id': self.id})}} if action else {}
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return [{
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**sol_read,
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**get_action(sol_read['id']),
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} for sol_read in sols.with_context(with_price_unit=True).read(['display_name', 'product_uom_qty', 'qty_delivered', 'qty_invoiced', 'product_uom'])]
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def _get_sale_items_domain(self, additional_domain=None):
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sale_items = self.sudo()._get_sale_order_items()
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domain = [
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('order_id', 'in', sale_items.sudo().order_id.ids),
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('is_downpayment', '=', False),
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('state', '=', 'sale'),
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('display_type', '=', False),
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'|',
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'|',
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('project_id', 'in', self.ids),
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('project_id', '=', False),
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('id', 'in', sale_items.ids),
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]
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if additional_domain:
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domain = expression.AND([domain, additional_domain])
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return domain
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def _get_sale_items(self, with_action=True):
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domain = self._get_sale_items_domain()
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return {
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'total': self.env['sale.order.line'].sudo().search_count(domain),
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'data': self.get_sale_items_data(domain, limit=5, with_action=with_action),
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}
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def _show_profitability(self):
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self.ensure_one()
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return self.allow_billable and super()._show_profitability()
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def _show_profitability_helper(self):
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return True
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def _get_profitability_labels(self):
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return {
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|
**super()._get_profitability_labels(),
|
|
'service_revenues': _lt('Other Services'),
|
|
'materials': _lt('Materials'),
|
|
'other_invoice_revenues': _lt('Customer Invoices'),
|
|
'downpayments': _lt('Down Payments'),
|
|
}
|
|
|
|
def _get_profitability_sequence_per_invoice_type(self):
|
|
return {
|
|
**super()._get_profitability_sequence_per_invoice_type(),
|
|
'service_revenues': 6,
|
|
'materials': 7,
|
|
'other_invoice_revenues': 9,
|
|
'downpayments': 20,
|
|
}
|
|
|
|
def _get_service_policy_to_invoice_type(self):
|
|
return {
|
|
'ordered_prepaid': 'service_revenues',
|
|
'delivered_milestones': 'service_revenues',
|
|
'delivered_manual': 'service_revenues',
|
|
}
|
|
|
|
def _get_profitability_sale_order_items_domain(self, domain=None):
|
|
if domain is None:
|
|
domain = []
|
|
return expression.AND([
|
|
[
|
|
('product_id', '!=', False),
|
|
('is_expense', '=', False),
|
|
('state', '=', 'sale'),
|
|
'|', ('qty_to_invoice', '>', 0), ('qty_invoiced', '>', 0),
|
|
],
|
|
domain,
|
|
])
|
|
|
|
def _get_revenues_items_from_sol(self, domain=None, with_action=True):
|
|
sale_line_read_group = self.env['sale.order.line'].sudo()._read_group(
|
|
self._get_profitability_sale_order_items_domain(domain),
|
|
['currency_id', 'product_id', 'is_downpayment'],
|
|
['id:array_agg', 'untaxed_amount_to_invoice:sum', 'untaxed_amount_invoiced:sum'],
|
|
)
|
|
display_sol_action = with_action and len(self) == 1 and self.user_has_groups('sales_team.group_sale_salesman')
|
|
revenues_dict = {}
|
|
total_to_invoice = total_invoiced = 0.0
|
|
data = []
|
|
sequence_per_invoice_type = self._get_profitability_sequence_per_invoice_type()
|
|
if sale_line_read_group:
|
|
# Get conversion rate from currencies of the sale order lines to currency of project
|
|
convert_company = self.company_id or self.env.company
|
|
|
|
sols_per_product = defaultdict(lambda: [0.0, 0.0, []])
|
|
downpayment_amount_invoiced = 0
|
|
downpayment_sol_ids = []
|
|
for currency, product, is_downpayment, sol_ids, untaxed_amount_to_invoice, untaxed_amount_invoiced in sale_line_read_group:
|
|
if is_downpayment:
|
|
downpayment_amount_invoiced += currency._convert(untaxed_amount_invoiced, convert_company.currency_id, convert_company, round=False)
|
|
downpayment_sol_ids += sol_ids
|
|
else:
|
|
sols_per_product[product.id][0] += currency._convert(untaxed_amount_to_invoice, convert_company.currency_id, convert_company)
|
|
sols_per_product[product.id][1] += currency._convert(untaxed_amount_invoiced, convert_company.currency_id, convert_company)
|
|
sols_per_product[product.id][2] += sol_ids
|
|
if downpayment_amount_invoiced:
|
|
downpayments_data = {
|
|
'id': 'downpayments',
|
|
'sequence': sequence_per_invoice_type['downpayments'],
|
|
'invoiced': downpayment_amount_invoiced,
|
|
'to_invoice': -downpayment_amount_invoiced
|
|
}
|
|
if with_action and self.user_has_groups('sales_team.group_sale_salesman_all_leads, account.group_account_invoice, account.group_account_readonly'):
|
|
invoices = self.env['account.move'].search([('line_ids.sale_line_ids', 'in', downpayment_sol_ids)])
|
|
args = ['downpayments', [('id', 'in', invoices.ids)]]
|
|
if len(invoices) == 1:
|
|
args.append(invoices.id)
|
|
downpayments_data['action'] = {
|
|
'name': 'action_profitability_items',
|
|
'type': 'object',
|
|
'args': json.dumps(args),
|
|
}
|
|
data += [downpayments_data]
|
|
total_invoiced += downpayment_amount_invoiced
|
|
total_to_invoice -= downpayment_amount_invoiced
|
|
product_read_group = self.env['product.product'].sudo()._read_group(
|
|
[('id', 'in', list(sols_per_product))],
|
|
['invoice_policy', 'service_type', 'type'],
|
|
['id:array_agg'],
|
|
)
|
|
service_policy_to_invoice_type = self._get_service_policy_to_invoice_type()
|
|
general_to_service_map = self.env['product.template']._get_general_to_service_map()
|
|
for invoice_policy, service_type, type_, product_ids in product_read_group:
|
|
service_policy = None
|
|
if type_ == 'service':
|
|
service_policy = general_to_service_map.get(
|
|
(invoice_policy, service_type),
|
|
'ordered_prepaid')
|
|
for product_id, (amount_to_invoice, amount_invoiced, sol_ids) in sols_per_product.items():
|
|
if product_id in product_ids:
|
|
invoice_type = service_policy_to_invoice_type.get(service_policy, 'materials')
|
|
revenue = revenues_dict.setdefault(invoice_type, {'invoiced': 0.0, 'to_invoice': 0.0})
|
|
revenue['to_invoice'] += amount_to_invoice
|
|
total_to_invoice += amount_to_invoice
|
|
revenue['invoiced'] += amount_invoiced
|
|
total_invoiced += amount_invoiced
|
|
if display_sol_action and invoice_type in ['service_revenues', 'materials']:
|
|
revenue.setdefault('record_ids', []).extend(sol_ids)
|
|
|
|
if display_sol_action:
|
|
section_name = 'materials'
|
|
materials = revenues_dict.get(section_name, {})
|
|
sale_order_items = self.env['sale.order.line'] \
|
|
.browse(materials.pop('record_ids', [])) \
|
|
._filter_access_rules_python('read')
|
|
if sale_order_items:
|
|
args = [section_name, [('id', 'in', sale_order_items.ids)]]
|
|
if len(sale_order_items) == 1:
|
|
args.append(sale_order_items.id)
|
|
action_params = {
|
|
'name': 'action_profitability_items',
|
|
'type': 'object',
|
|
'args': json.dumps(args),
|
|
}
|
|
if len(sale_order_items) == 1:
|
|
action_params['res_id'] = sale_order_items.id
|
|
materials['action'] = action_params
|
|
sequence_per_invoice_type = self._get_profitability_sequence_per_invoice_type()
|
|
data += [{
|
|
'id': invoice_type,
|
|
'sequence': sequence_per_invoice_type[invoice_type],
|
|
**vals,
|
|
} for invoice_type, vals in revenues_dict.items()]
|
|
return {
|
|
'data': data,
|
|
'total': {'to_invoice': total_to_invoice, 'invoiced': total_invoiced},
|
|
}
|
|
|
|
def _get_revenues_items_from_invoices_domain(self, domain=None):
|
|
if domain is None:
|
|
domain = []
|
|
return expression.AND([
|
|
domain,
|
|
[('move_id.move_type', 'in', self.env['account.move'].get_sale_types()),
|
|
('parent_state', 'in', ['draft', 'posted']),
|
|
('price_subtotal', '!=', 0),
|
|
('is_downpayment', '=', False)],
|
|
])
|
|
|
|
def _get_revenues_items_from_invoices(self, excluded_move_line_ids=None, with_action=True):
|
|
"""
|
|
Get all revenues items from invoices, and put them into their own
|
|
"other_invoice_revenues" section.
|
|
If the final total is 0 for either to_invoice or invoiced (ex: invoice -> credit note),
|
|
we don't output a new section
|
|
|
|
:param excluded_move_line_ids a list of 'account.move.line' to ignore
|
|
when fetching the move lines, for example a list of invoices that were
|
|
generated from a sales order
|
|
"""
|
|
if excluded_move_line_ids is None:
|
|
excluded_move_line_ids = []
|
|
query = self.env['account.move.line'].sudo()._search(
|
|
self._get_revenues_items_from_invoices_domain([('id', 'not in', excluded_move_line_ids)]),
|
|
)
|
|
query.add_where('account_move_line.analytic_distribution ? %s', [str(self.analytic_account_id.id)])
|
|
# account_move_line__move_id is the alias of the joined table account_move in the query
|
|
# we can use it, because of the "move_id.move_type" clause in the domain of the query, which generates the join
|
|
# this is faster than a search_read followed by a browse on the move_id to retrieve the move_type of each account.move.line
|
|
query_string, query_param = query.select('price_subtotal', 'parent_state', 'account_move_line.currency_id', 'account_move_line.analytic_distribution', 'account_move_line__move_id.move_type', 'move_id')
|
|
self._cr.execute(query_string, query_param)
|
|
invoices_move_line_read = self._cr.dictfetchall()
|
|
if invoices_move_line_read:
|
|
currency_ids = OrderedSet(iml['currency_id'] for iml in invoices_move_line_read)
|
|
move_ids = set()
|
|
amount_invoiced = amount_to_invoice = 0.0
|
|
for moves_read in invoices_move_line_read:
|
|
currency = self.env['res.currency'].browse(moves_read['currency_id']).with_prefetch(currency_ids)
|
|
price_subtotal = currency._convert(moves_read['price_subtotal'], self.currency_id, self.company_id)
|
|
analytic_contribution = moves_read['analytic_distribution'][str(self.analytic_account_id.id)] / 100.
|
|
move_ids.add(moves_read['move_id'])
|
|
if moves_read['parent_state'] == 'draft':
|
|
if moves_read['move_type'] == 'out_invoice':
|
|
amount_to_invoice += price_subtotal * analytic_contribution
|
|
else: # moves_read['move_type'] == 'out_refund'
|
|
amount_to_invoice -= price_subtotal * analytic_contribution
|
|
else: # moves_read['parent_state'] == 'posted'
|
|
if moves_read['move_type'] == 'out_invoice':
|
|
amount_invoiced += price_subtotal * analytic_contribution
|
|
else: # moves_read['move_type'] == 'out_refund'
|
|
amount_invoiced -= price_subtotal * analytic_contribution
|
|
# don't display the section if the final values are both 0 (invoice -> credit note)
|
|
if amount_invoiced != 0 or amount_to_invoice != 0:
|
|
section_id = 'other_invoice_revenues'
|
|
invoices_revenues = {
|
|
'id': section_id,
|
|
'sequence': self._get_profitability_sequence_per_invoice_type()[section_id],
|
|
'invoiced': amount_invoiced,
|
|
'to_invoice': amount_to_invoice,
|
|
}
|
|
if with_action and self.user_has_groups('sales_team.group_sale_salesman_all_leads, account.group_account_invoice, account.group_account_readonly'):
|
|
invoices_revenues['action'] = self._get_action_for_profitability_section(list(move_ids), section_id)
|
|
return {
|
|
'data': [invoices_revenues],
|
|
'total': {
|
|
'invoiced': amount_invoiced,
|
|
'to_invoice': amount_to_invoice,
|
|
},
|
|
}
|
|
return {'data': [], 'total': {'invoiced': 0.0, 'to_invoice': 0.0}}
|
|
|
|
def _add_invoice_items(self, domain, profitability_items, with_action=True):
|
|
sale_lines = self.env['sale.order.line'].sudo()._read_group(
|
|
self._get_profitability_sale_order_items_domain(domain),
|
|
[],
|
|
['id:recordset'],
|
|
)[0][0]
|
|
revenue_items_from_invoices = self._get_revenues_items_from_invoices(
|
|
excluded_move_line_ids=sale_lines.invoice_lines.ids,
|
|
with_action=with_action
|
|
)
|
|
profitability_items['revenues']['data'] += revenue_items_from_invoices['data']
|
|
profitability_items['revenues']['total']['to_invoice'] += revenue_items_from_invoices['total']['to_invoice']
|
|
profitability_items['revenues']['total']['invoiced'] += revenue_items_from_invoices['total']['invoiced']
|
|
|
|
def _get_profitability_items(self, with_action=True):
|
|
profitability_items = super()._get_profitability_items(with_action)
|
|
sale_items = self.sudo()._get_sale_order_items()
|
|
domain = [
|
|
('order_id', 'in', sale_items.order_id.ids),
|
|
'|',
|
|
'|',
|
|
('project_id', 'in', self.ids),
|
|
('project_id', '=', False),
|
|
('id', 'in', sale_items.ids),
|
|
]
|
|
revenue_items_from_sol = self._get_revenues_items_from_sol(
|
|
domain,
|
|
with_action,
|
|
)
|
|
profitability_items['revenues']['data'] += revenue_items_from_sol['data']
|
|
profitability_items['revenues']['total']['to_invoice'] += revenue_items_from_sol['total']['to_invoice']
|
|
profitability_items['revenues']['total']['invoiced'] += revenue_items_from_sol['total']['invoiced']
|
|
self._add_invoice_items(domain, profitability_items, with_action=with_action)
|
|
self._add_purchase_items(profitability_items, with_action=with_action)
|
|
return profitability_items
|
|
|
|
def _get_stat_buttons(self):
|
|
buttons = super(Project, self)._get_stat_buttons()
|
|
if self.user_has_groups('sales_team.group_sale_salesman_all_leads'):
|
|
self_sudo = self.sudo()
|
|
buttons.append({
|
|
'icon': 'dollar',
|
|
'text': _lt('Sales Orders'),
|
|
'number': self_sudo.sale_order_count,
|
|
'action_type': 'object',
|
|
'action': 'action_view_sos',
|
|
'show': self_sudo.display_sales_stat_buttons and self_sudo.sale_order_count > 0,
|
|
'sequence': 27,
|
|
})
|
|
if self.user_has_groups('sales_team.group_sale_salesman_all_leads'):
|
|
buttons.append({
|
|
'icon': 'dollar',
|
|
'text': _lt('Sales Order Items'),
|
|
'number': self.sale_order_line_count,
|
|
'action_type': 'object',
|
|
'action': 'action_view_sols',
|
|
'show': self.display_sales_stat_buttons,
|
|
'sequence': 28,
|
|
})
|
|
if self.user_has_groups('account.group_account_readonly'):
|
|
self_sudo = self.sudo()
|
|
buttons.append({
|
|
'icon': 'pencil-square-o',
|
|
'text': _lt('Invoices'),
|
|
'number': self_sudo.invoice_count,
|
|
'action_type': 'object',
|
|
'action': 'action_open_project_invoices',
|
|
'show': bool(self.analytic_account_id) and self_sudo.invoice_count > 0,
|
|
'sequence': 30,
|
|
})
|
|
if self.user_has_groups('account.group_account_readonly'):
|
|
self_sudo = self.sudo()
|
|
buttons.append({
|
|
'icon': 'pencil-square-o',
|
|
'text': _lt('Vendor Bills'),
|
|
'number': self_sudo.vendor_bill_count,
|
|
'action_type': 'object',
|
|
'action': 'action_open_project_vendor_bills',
|
|
'show': self_sudo.vendor_bill_count > 0,
|
|
'sequence': 38,
|
|
})
|
|
return buttons
|
|
|
|
# ---------------------------------------------------
|
|
# Actions
|
|
# ---------------------------------------------------
|
|
|
|
def _get_hide_partner(self):
|
|
return not self.allow_billable
|
|
|
|
def _get_projects_to_make_billable_domain(self):
|
|
return expression.AND([
|
|
super()._get_projects_to_make_billable_domain(),
|
|
[('allow_billable', '=', False)],
|
|
])
|
|
|
|
def action_view_tasks(self):
|
|
if self.env.context.get('generate_milestone'):
|
|
line_id = self.env.context.get('default_sale_line_id')
|
|
default_line = self.env['sale.order.line'].browse(line_id)
|
|
milestone = self.env['project.milestone'].create({
|
|
'name': default_line.name,
|
|
'project_id': self.id,
|
|
'sale_line_id': line_id,
|
|
'quantity_percentage': 1,
|
|
})
|
|
if default_line.product_id.service_tracking == 'task_in_project':
|
|
default_line.task_id.milestone_id = milestone.id
|
|
|
|
action = super().action_view_tasks()
|
|
action['context']['hide_partner'] = self._get_hide_partner()
|
|
return action
|
|
|
|
def action_open_project_vendor_bills(self):
|
|
query = self.env['account.move.line']._search([('move_id.move_type', 'in', ['in_invoice', 'in_refund'])])
|
|
query.add_where('analytic_distribution ? %s', [str(self.analytic_account_id.id)])
|
|
query_string, query_param = query.select('DISTINCT move_id')
|
|
self._cr.execute(query_string, query_param)
|
|
vendor_bill_ids = [line.get('move_id') for line in self._cr.dictfetchall()]
|
|
action_window = {
|
|
'name': _('Vendor Bills'),
|
|
'type': 'ir.actions.act_window',
|
|
'res_model': 'account.move',
|
|
'views': [[False, 'tree'], [False, 'form'], [False, 'kanban']],
|
|
'domain': [('id', 'in', vendor_bill_ids)],
|
|
'context': {
|
|
'create': False,
|
|
}
|
|
}
|
|
if len(vendor_bill_ids) == 1:
|
|
action_window['views'] = [[False, 'form']]
|
|
action_window['res_id'] = vendor_bill_ids[0]
|
|
return action_window
|
|
|
|
def action_project_sharing(self):
|
|
action = super().action_project_sharing()
|
|
action['context'].update({
|
|
'sale_show_partner_name': True,
|
|
'hide_partner': self._get_hide_partner(),
|
|
})
|
|
return action
|
|
|
|
class ProjectTask(models.Model):
|
|
_inherit = "project.task"
|
|
|
|
sale_order_id = fields.Many2one('sale.order', 'Sales Order', compute='_compute_sale_order_id', store=True, help="Sales order to which the task is linked.", group_expand="_group_expand_sales_order")
|
|
sale_line_id = fields.Many2one(
|
|
'sale.order.line', 'Sales Order Item',
|
|
copy=True, tracking=True, index='btree_not_null', recursive=True,
|
|
compute='_compute_sale_line', store=True, readonly=False,
|
|
domain="""[
|
|
'|', ('order_partner_id.commercial_partner_id.id', 'parent_of', partner_id if partner_id else []),
|
|
('order_partner_id', '=?', partner_id),
|
|
('is_service', '=', True), ('is_expense', '=', False), ('state', '=', 'sale'),
|
|
]""",
|
|
help="Sales Order Item to which the time spent on this task will be added in order to be invoiced to your customer.\n"
|
|
"By default the sales order item set on the project will be selected. In the absence of one, the last prepaid sales order item that has time remaining will be used.\n"
|
|
"Remove the sales order item in order to make this task non billable. You can also change or remove the sales order item of each timesheet entry individually.")
|
|
project_sale_order_id = fields.Many2one('sale.order', string="Project's sale order", related='project_id.sale_order_id')
|
|
task_to_invoice = fields.Boolean("To invoice", compute='_compute_task_to_invoice', search='_search_task_to_invoice', groups='sales_team.group_sale_salesman_all_leads')
|
|
allow_billable = fields.Boolean(related="project_id.allow_billable")
|
|
|
|
# Project sharing fields
|
|
display_sale_order_button = fields.Boolean(string='Display Sales Order', compute='_compute_display_sale_order_button')
|
|
|
|
@property
|
|
def SELF_READABLE_FIELDS(self):
|
|
return super().SELF_READABLE_FIELDS | {'allow_billable', 'sale_order_id', 'sale_line_id', 'display_sale_order_button'}
|
|
|
|
@api.model
|
|
def _group_expand_sales_order(self, sales_orders, domain, order):
|
|
start_date = self._context.get('gantt_start_date')
|
|
scale = self._context.get('gantt_scale')
|
|
if not (start_date and scale):
|
|
return sales_orders
|
|
search_on_comodel = self._search_on_comodel(domain, "sale_order_id", "sale.order", order)
|
|
if search_on_comodel:
|
|
return search_on_comodel
|
|
return sales_orders
|
|
|
|
@api.depends('sale_line_id', 'project_id', 'partner_id.commercial_partner_id', 'allow_billable')
|
|
def _compute_sale_order_id(self):
|
|
for task in self:
|
|
if not task.allow_billable:
|
|
task.sale_order_id = False
|
|
continue
|
|
sale_order_id = task.sale_order_id or self.env["sale.order"]
|
|
if task.sale_line_id:
|
|
sale_order_id = task.sale_line_id.sudo().order_id
|
|
elif task.project_id.sale_order_id:
|
|
sale_order_id = task.project_id.sale_order_id
|
|
if task.partner_id.commercial_partner_id != sale_order_id.partner_id.commercial_partner_id:
|
|
sale_order_id = False
|
|
if sale_order_id and not task.partner_id:
|
|
task.partner_id = sale_order_id.partner_id
|
|
task.sale_order_id = sale_order_id
|
|
|
|
@api.depends('allow_billable')
|
|
def _compute_partner_id(self):
|
|
billable_task = self.filtered(lambda t: t.allow_billable or (not self._origin and t.parent_id.allow_billable))
|
|
(self - billable_task).partner_id = False
|
|
super(ProjectTask, billable_task)._compute_partner_id()
|
|
|
|
@api.depends('partner_id.commercial_partner_id', 'sale_line_id.order_partner_id', 'parent_id.sale_line_id', 'project_id.sale_line_id', 'milestone_id.sale_line_id', 'allow_billable')
|
|
def _compute_sale_line(self):
|
|
for task in self:
|
|
if not (task.allow_billable or task.parent_id.allow_billable):
|
|
task.sale_line_id = False
|
|
continue
|
|
if not task.sale_line_id:
|
|
# if the project_id is set then it means the task is classic task or a subtask with another project than its parent.
|
|
# To determine the sale_line_id, we first need to look at the parent before the project to manage the case of subtasks.
|
|
# Two sub-tasks in the same project do not necessarily have the same sale_line_id (need to look at the parent task).
|
|
sale_line = False
|
|
if task.parent_id.sale_line_id and task.parent_id.partner_id.commercial_partner_id == task.partner_id.commercial_partner_id:
|
|
sale_line = task.parent_id.sale_line_id
|
|
elif task.project_id.sale_line_id and task.project_id.partner_id.commercial_partner_id == task.partner_id.commercial_partner_id:
|
|
sale_line = task.project_id.sale_line_id
|
|
task.sale_line_id = sale_line or task.milestone_id.sale_line_id
|
|
# check sale_line_id and customer are coherent
|
|
if task.sale_line_id.order_partner_id.commercial_partner_id != task.partner_id.commercial_partner_id:
|
|
task.sale_line_id = False
|
|
|
|
@api.depends('sale_order_id')
|
|
def _compute_display_sale_order_button(self):
|
|
if not self.sale_order_id:
|
|
self.display_sale_order_button = False
|
|
return
|
|
try:
|
|
sale_orders = self.env['sale.order'].search([('id', 'in', self.sale_order_id.ids)])
|
|
for task in self:
|
|
task.display_sale_order_button = task.sale_order_id in sale_orders
|
|
except AccessError:
|
|
self.display_sale_order_button = False
|
|
|
|
@api.constrains('sale_line_id')
|
|
def _check_sale_line_type(self):
|
|
for task in self.sudo():
|
|
if task.sale_line_id:
|
|
if not task.sale_line_id.is_service or task.sale_line_id.is_expense:
|
|
raise ValidationError(_(
|
|
'You cannot link the order item %(order_id)s - %(product_id)s to this task because it is a re-invoiced expense.',
|
|
order_id=task.sale_line_id.order_id.name,
|
|
product_id=task.sale_line_id.product_id.display_name,
|
|
))
|
|
|
|
# ---------------------------------------------------
|
|
# Actions
|
|
# ---------------------------------------------------
|
|
|
|
def _get_action_view_so_ids(self):
|
|
return self.sale_order_id.ids
|
|
|
|
def action_view_so(self):
|
|
so_ids = self._get_action_view_so_ids()
|
|
action_window = {
|
|
"type": "ir.actions.act_window",
|
|
"res_model": "sale.order",
|
|
"name": _("Sales Order"),
|
|
"views": [[False, "tree"], [False, "kanban"], [False, "form"]],
|
|
"context": {"create": False, "show_sale": True},
|
|
"domain": [["id", "in", so_ids]],
|
|
}
|
|
if len(so_ids) == 1:
|
|
action_window["views"] = [[False, "form"]]
|
|
action_window["res_id"] = so_ids[0]
|
|
|
|
return action_window
|
|
|
|
def action_project_sharing_view_so(self):
|
|
self.ensure_one()
|
|
if not self.display_sale_order_button:
|
|
return {}
|
|
return {
|
|
"name": "Portal Sale Order",
|
|
"type": "ir.actions.act_url",
|
|
"url": self.sale_order_id.access_url,
|
|
}
|
|
|
|
def _rating_get_partner(self):
|
|
partner = self.partner_id or self.sale_line_id.order_id.partner_id
|
|
return partner or super()._rating_get_partner()
|
|
|
|
@api.depends('sale_order_id.invoice_status', 'sale_order_id.order_line')
|
|
def _compute_task_to_invoice(self):
|
|
for task in self:
|
|
if task.sale_order_id:
|
|
task.task_to_invoice = bool(task.sale_order_id.invoice_status not in ('no', 'invoiced'))
|
|
else:
|
|
task.task_to_invoice = False
|
|
|
|
@api.model
|
|
def _search_task_to_invoice(self, operator, value):
|
|
query = """
|
|
SELECT so.id
|
|
FROM sale_order so
|
|
WHERE so.invoice_status != 'invoiced'
|
|
AND so.invoice_status != 'no'
|
|
"""
|
|
operator_new = 'inselect'
|
|
if(bool(operator == '=') ^ bool(value)):
|
|
operator_new = 'not inselect'
|
|
return [('sale_order_id', operator_new, (query, ()))]
|
|
|
|
@api.onchange('sale_line_id')
|
|
def _onchange_partner_id(self):
|
|
if not self.partner_id and self.sale_line_id:
|
|
self.partner_id = self.sale_line_id.order_partner_id
|
|
|
|
def _get_projects_to_make_billable_domain(self, additional_domain=None):
|
|
return expression.AND([
|
|
super()._get_projects_to_make_billable_domain(additional_domain),
|
|
[
|
|
('partner_id', '!=', False),
|
|
('allow_billable', '=', False),
|
|
('project_id', '!=', False),
|
|
],
|
|
])
|
|
|
|
class ProjectTaskRecurrence(models.Model):
|
|
_inherit = 'project.task.recurrence'
|
|
|
|
@api.model
|
|
def _get_recurring_fields_to_copy(self):
|
|
return super(ProjectTaskRecurrence, self)._get_recurring_fields_to_copy() + ['sale_line_id']
|