Odoo18-Base/addons/sale_project/models/project_project.py
2025-01-06 10:57:38 +07:00

860 lines
41 KiB
Python

# Part of Odoo. See LICENSE file for full copyright and licensing details.
import ast
import json
from collections import defaultdict
from odoo import api, fields, models
from odoo.osv import expression
from odoo.tools import Query, SQL
from odoo.tools.misc import unquote
from odoo.tools.translate import _
class ProjectProject(models.Model):
_inherit = 'project.project'
def _domain_sale_line_id(self):
domain = expression.AND([
self.env['sale.order.line']._sellable_lines_domain(),
self.env['sale.order.line']._domain_sale_line_service(),
[
('order_partner_id', '=?', unquote("partner_id")),
],
])
return domain
allow_billable = fields.Boolean("Billable")
sale_line_id = fields.Many2one(
'sale.order.line', 'Sales Order Item', copy=False,
compute="_compute_sale_line_id", store=True, readonly=False, index='btree_not_null',
domain=lambda self: str(self._domain_sale_line_id()),
help="Sales order item that will be selected by default on the tasks and timesheets of this project,"
" except if the employee set on the timesheets is explicitely linked to another sales order item on the project.\n"
"It can be modified on each task and timesheet entry individually if necessary.")
sale_order_id = fields.Many2one(related='sale_line_id.order_id', export_string_translation=False)
has_any_so_to_invoice = fields.Boolean('Has SO to Invoice', compute='_compute_has_any_so_to_invoice', export_string_translation=False)
sale_order_line_count = fields.Integer(compute='_compute_sale_order_count', groups='sales_team.group_sale_salesman', export_string_translation=False)
sale_order_count = fields.Integer(compute='_compute_sale_order_count', groups='sales_team.group_sale_salesman', export_string_translation=False)
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', export_string_translation=False)
invoice_count = fields.Integer(compute='_compute_invoice_count', groups='account.group_account_readonly', export_string_translation=False)
vendor_bill_count = fields.Integer(related='account_id.vendor_bill_count', groups='account.group_account_readonly', export_string_translation=False)
partner_id = fields.Many2one(compute="_compute_partner_id", store=True, readonly=False)
display_sales_stat_buttons = fields.Boolean(compute='_compute_display_sales_stat_buttons', export_string_translation=False)
sale_order_state = fields.Selection(related='sale_order_id.state', export_string_translation=False)
reinvoiced_sale_order_id = fields.Many2one('sale.order', string='Sales Order', groups='sales_team.group_sale_salesman', domain="[('partner_id', '=', partner_id)]",
help="Products added to stock pickings, whose operation type is configured to generate analytic costs, will be re-invoiced in this sales order if they are set up for it.",
)
@api.model
def _map_tasks_default_values(self, project):
defaults = super()._map_tasks_default_values(project)
defaults['sale_line_id'] = False
return defaults
@api.depends('allow_billable', 'partner_id.company_id')
def _compute_partner_id(self):
for project in self:
# Ensures that the partner_id and its project do not have different companies set
if not project.allow_billable or (project.company_id and project.partner_id.company_id and project.company_id != project.partner_id.company_id):
project.partner_id = False
@api.depends('partner_id')
def _compute_sale_line_id(self):
self.filtered(
lambda p:
p.sale_line_id and (
not p.partner_id or p.sale_line_id.order_partner_id.commercial_partner_id != p.partner_id.commercial_partner_id
)
).update({'sale_line_id': False})
def _get_projects_for_invoice_status(self, invoice_status):
""" Returns a recordset of project.project that has any Sale Order which invoice_status is the same as the
provided invoice_status.
:param invoice_status: The invoice status.
"""
result = self.env.execute_query(SQL("""
SELECT id
FROM project_project pp
WHERE pp.active = true
AND ( EXISTS(SELECT 1
FROM sale_order so
JOIN project_task pt ON pt.sale_order_id = so.id
WHERE pt.project_id = pp.id
AND pt.active = true
AND so.invoice_status = %(invoice_status)s)
OR EXISTS(SELECT 1
FROM sale_order so
JOIN sale_order_line sol ON sol.order_id = so.id
WHERE sol.id = pp.sale_line_id
AND so.invoice_status = %(invoice_status)s))
AND id in %(ids)s""", ids=tuple(self.ids), invoice_status=invoice_status))
return self.env['project.project'].browse(id_ for id_, in result)
@api.depends('sale_order_id.invoice_status', 'tasks.sale_order_id.invoice_status')
def _compute_has_any_so_to_invoice(self):
"""Has any Sale Order whose invoice_status is set as To Invoice"""
if not self.ids:
self.has_any_so_to_invoice = False
return
project_to_invoice = self._get_projects_for_invoice_status('to invoice')
project_to_invoice.has_any_so_to_invoice = True
(self - project_to_invoice).has_any_so_to_invoice = False
@api.depends('sale_order_id', 'task_ids.sale_order_id')
def _compute_sale_order_count(self):
sale_order_items_per_project_id = self._fetch_sale_order_items_per_project_id({'project.task': [('is_closed', '=', False)]})
for project in self:
sale_order_lines = sale_order_items_per_project_id.get(project.id, self.env['sale.order.line'])
project.sale_order_line_count = len(sale_order_lines)
# Use sudo to avoid AccessErrors when the SOLs belong to different companies.
project.sale_order_count = len(sale_order_lines.sudo().order_id)
def _compute_invoice_count(self):
data = self.env['account.move.line']._read_group(
[('move_id.move_type', 'in', ['out_invoice', 'out_refund']), ('analytic_distribution', 'in', self.account_id.ids)],
groupby=['analytic_distribution'],
aggregates=['__count'],
)
data = {int(account_id): move_count for account_id, move_count in data}
for project in self:
project.invoice_count = data.get(project.account_id.id, 0)
@api.depends('allow_billable', 'partner_id')
def _compute_display_sales_stat_buttons(self):
for project in self:
project.display_sales_stat_buttons = project.allow_billable and project.partner_id
def action_customer_preview(self):
self.ensure_one()
return {
'type': 'ir.actions.act_url',
'target': 'self',
'url': self.get_portal_url(),
}
@api.onchange('reinvoiced_sale_order_id')
def _onchange_reinvoiced_sale_order_id(self):
if not self.sale_line_id and self.reinvoiced_sale_order_id.order_line:
self.sale_line_id = self.reinvoiced_sale_order_id.order_line[0]
@api.onchange('sale_line_id')
def _onchange_sale_line_id(self):
if not self.reinvoiced_sale_order_id and self.sale_line_id:
self.reinvoiced_sale_order_id = self.sale_line_id.order_id
def _ensure_sale_order_linked(self, sol_ids):
""" Orders created from project/task are supposed to be confirmed to match the typical flow from sales, but since
we allow SO creation from the project/task itself we want to confirm newly created SOs immediately after creation.
However this would leads to SOs being confirmed without a single product, so we'd rather do it on record save.
"""
quotations = self.env['sale.order.line'].sudo()._read_group(
domain=[('state', '=', 'draft'), ('id', 'in', sol_ids)],
aggregates=['order_id:recordset'],
)[0][0]
if quotations:
quotations.action_confirm()
@api.model_create_multi
def create(self, vals_list):
projects = super().create(vals_list)
sol_ids = {
vals['sale_line_id']
for vals in vals_list
if vals.get('sale_line_id')
}
if sol_ids:
projects._ensure_sale_order_linked(list(sol_ids))
return projects
def write(self, vals):
project = super().write(vals)
if sol_id := vals.get('sale_line_id'):
self._ensure_sale_order_linked([sol_id])
return project
def action_view_sols(self):
self.ensure_one()
all_sale_order_lines = self._fetch_sale_order_items({'project.task': [('is_closed', '=', False)]})
action_window = {
'type': 'ir.actions.act_window',
'res_model': 'sale.order.line',
'name': _("%(name)s's Sales Order Items", name=self.name),
'context': {
'show_sale': True,
'link_to_project': self.id,
'form_view_ref': 'sale_project.sale_order_line_view_form_editable', # Necessary for some logic in the form view
'action_view_sols': True,
'default_partner_id': self.partner_id.id,
'default_company_id': self.company_id.id,
'default_order_id': self.sale_order_id.id,
},
'views': [(self.env.ref('sale_project.sale_order_line_view_form_editable').id, 'form')],
}
if len(all_sale_order_lines) <= 1:
action_window['res_id'] = all_sale_order_lines.id
else:
action_window.update({
'domain': [('id', 'in', all_sale_order_lines.ids)],
'views': [
(self.env.ref('sale_project.view_order_line_tree_with_create').id, 'list'),
(self.env.ref('sale_project.sale_order_line_view_form_editable').id, 'form'),
],
})
return action_window
def action_view_sos(self):
self.ensure_one()
all_sale_orders = self._fetch_sale_order_items({'project.task': [('is_closed', '=', False)]}).sudo().order_id
embedded_action_context = self.env.context.get('from_embedded_action', False)
action_window = {
"type": "ir.actions.act_window",
"res_model": "sale.order",
'name': _("%(name)s's Sales Orders", name=self.name),
"context": {
"create": self.env.context.get('create_for_project_id', embedded_action_context),
"show_sale": True,
'default_partner_id': self.partner_id.id,
'default_project_id': self.id,
"create_for_project_id": self.id if not embedded_action_context else False,
"from_embedded_action": embedded_action_context
},
'help': "<p class='o_view_nocontent_smiling_face'>%s</p><p>%s<br/>%s</p>" %
(_("Create a new quotation, the first step of a new sale!"),
_("Once the quotation is confirmed by the customer, it becomes a sales order."),
_("You will be able to create an invoice and collect the payment."))
}
if len(all_sale_orders) <= 1 and not embedded_action_context:
action_window.update({
"res_id": all_sale_orders.id,
"views": [[False, "form"]],
})
else:
action_window.update({
"domain": [('id', 'in', all_sale_orders.ids)],
"views": [[False, "list"], [False, "kanban"], [False, "calendar"], [False, "pivot"],
[False, "graph"], [False, "activity"], [False, "form"]],
})
return action_window
def action_get_list_view(self):
action = super().action_get_list_view()
if self.allow_billable:
action['views'] = [(self.env.ref('sale_project.project_milestone_view_tree').id, 'list'), (False, 'form')]
return action
def action_profitability_items(self, section_name, domain=None, res_id=False):
if section_name in ['service_revenues', 'materials']:
view_types = ['list', 'kanban', 'form']
action = {
'name': _('Sales Order Items'),
'type': 'ir.actions.act_window',
'res_model': 'sale.order.line',
'context': {'create': False, 'edit': False},
}
if res_id:
action['res_id'] = res_id
view_types = ['form']
else:
action['domain'] = domain
action['views'] = [(False, v) for v in view_types]
return action
if section_name in ['other_invoice_revenues', 'downpayments']:
action = self.env["ir.actions.actions"]._for_xml_id("account.action_move_out_invoice_type")
action['domain'] = domain if domain else []
action['context'] = {
**ast.literal_eval(action['context']),
'default_partner_id': self.partner_id.id,
'project_id': self.id,
}
if res_id:
action['views'] = [(False, 'form')]
action['view_mode'] = 'form'
action['res_id'] = res_id
return action
return super().action_profitability_items(section_name, domain, res_id)
@api.depends('sale_order_id.invoice_status', 'tasks.sale_order_id.invoice_status')
def _compute_has_any_so_with_nothing_to_invoice(self):
"""Has any Sale Order whose invoice_status is set as No"""
if not self.ids:
self.has_any_so_with_nothing_to_invoice = False
return
project_nothing_to_invoice = self._get_projects_for_invoice_status('no')
project_nothing_to_invoice.has_any_so_with_nothing_to_invoice = True
(self - project_nothing_to_invoice).has_any_so_with_nothing_to_invoice = False
def action_create_invoice(self):
action = self.env["ir.actions.actions"]._for_xml_id("sale.action_view_sale_advance_payment_inv")
so_ids = (self.sale_order_id | self.task_ids.sale_order_id).filtered(lambda so: so.invoice_status in ['to invoice', 'no']).ids
action['context'] = {
'active_id': so_ids[0] if len(so_ids) == 1 else False,
'active_ids': so_ids
}
if not self.has_any_so_to_invoice:
action['context']['default_advance_payment_method'] = 'percentage'
return action
def action_open_project_invoices(self):
move_lines = self.env['account.move.line'].search_fetch(
[
('move_id.move_type', 'in', ['out_invoice', 'out_refund']),
('analytic_distribution', 'in', self.account_id.ids),
],
['move_id'],
)
invoice_ids = move_lines.move_id.ids
action = {
'name': _('Invoices'),
'type': 'ir.actions.act_window',
'res_model': 'account.move',
'views': [[False, 'list'], [False, 'form'], [False, 'kanban']],
'domain': [('id', 'in', invoice_ids)],
'context': {
'default_move_type': 'out_invoice',
'default_partner_id': self.partner_id.id,
'project_id': self.id
},
'help': "<p class='o_view_nocontent_smiling_face'>%s</p><p>%s</p>" %
(_("Create a customer invoice"),
_("Create invoices, register payments and keep track of the discussions with your customers."))
}
if len(invoice_ids) == 1 and not self.env.context.get('from_embedded_action', False):
action['views'] = [[False, 'form']]
action['res_id'] = invoice_ids[0]
return action
# ----------------------------
# Project Updates
# ----------------------------
def _fetch_sale_order_items_per_project_id(self, domain_per_model=None):
if not self:
return {}
if len(self) == 1:
return {self.id: self._fetch_sale_order_items(domain_per_model)}
sql = self._get_sale_order_items_query(domain_per_model).select('id', 'ARRAY_AGG(DISTINCT sale_line_id) AS sale_line_ids')
sql = SQL("%s GROUP BY id", sql)
return {
id_: self.env['sale.order.line'].browse(sale_line_ids)
for id_, sale_line_ids in self.env.execute_query(sql)
}
def _fetch_sale_order_items(self, domain_per_model=None, limit=None, offset=None):
return self.env['sale.order.line'].browse(self._fetch_sale_order_item_ids(domain_per_model, limit, offset))
def _fetch_sale_order_item_ids(self, domain_per_model=None, limit=None, offset=None):
if not self or not self.filtered('allow_billable'):
return []
query = self._get_sale_order_items_query(domain_per_model)
query.limit = limit
query.offset = offset
return [id_ for id_, in self.env.execute_query(query.select('DISTINCT sale_line_id'))]
def _get_sale_orders(self):
return self._get_sale_order_items().order_id
def _get_sale_order_items(self):
return self._fetch_sale_order_items()
def _get_sale_order_items_query(self, domain_per_model=None):
if domain_per_model is None:
domain_per_model = {}
billable_project_domain = [('allow_billable', '=', True)]
project_domain = [('id', 'in', self.ids), ('sale_line_id', '!=', False)]
if 'project.project' in domain_per_model:
project_domain = expression.AND([
domain_per_model['project.project'],
project_domain,
billable_project_domain,
])
project_query = self.env['project.project']._where_calc(project_domain)
self._apply_ir_rules(project_query, 'read')
project_sql = project_query.select('id', 'sale_line_id')
Task = self.env['project.task']
task_domain = [('project_id', 'in', self.ids), ('sale_line_id', '!=', False)]
if Task._name in domain_per_model:
task_domain = expression.AND([
domain_per_model[Task._name],
task_domain,
])
task_query = Task._where_calc(task_domain)
Task._apply_ir_rules(task_query, 'read')
task_sql = task_query.select(f'{Task._table}.project_id AS id', f'{Task._table}.sale_line_id')
ProjectMilestone = self.env['project.milestone']
milestone_domain = [('project_id', 'in', self.ids), ('allow_billable', '=', True), ('sale_line_id', '!=', False)]
if ProjectMilestone._name in domain_per_model:
milestone_domain = expression.AND([
domain_per_model[ProjectMilestone._name],
milestone_domain,
billable_project_domain,
])
milestone_query = ProjectMilestone._where_calc(milestone_domain)
ProjectMilestone._apply_ir_rules(milestone_query)
milestone_sql = milestone_query.select(
f'{ProjectMilestone._table}.project_id AS id',
f'{ProjectMilestone._table}.sale_line_id',
)
SaleOrderLine = self.env['sale.order.line']
sale_order_line_domain = [
'&',
('display_type', '=', False),
('order_id', 'any', ['|',
('id', 'in', self.reinvoiced_sale_order_id.ids),
('project_id', 'in', self.ids),
]),
]
sale_order_line_query = SaleOrderLine._where_calc(sale_order_line_domain)
sale_order_line_sql = sale_order_line_query.select(
f'{SaleOrderLine._table}.project_id AS id',
f'{SaleOrderLine._table}.id AS sale_line_id',
)
return Query(self.env, 'project_sale_order_item', SQL('(%s)', SQL(' UNION ').join([
project_sql, task_sql, milestone_sql, sale_order_line_sql,
])))
def get_panel_data(self):
panel_data = super().get_panel_data()
foldable_sections = self._get_foldable_section()
if self._show_profitability() and 'revenues' in panel_data['profitability_items']:
for section in panel_data['profitability_items']['revenues']['data']:
if section['id'] in foldable_sections:
section['isSectionFoldable'] = True
return {
**panel_data,
'show_sale_items': self.allow_billable,
}
def _get_foldable_section(self):
return ['materials', 'service_revenues']
def get_sale_items_data(self, offset=0, limit=None, with_action=True, section_id=None):
if not self.env.user.has_group('project.group_project_user'):
return {}
all_sols = self.env['sale.order.line'].sudo().search(
self._get_domain_from_section_id(section_id),
offset=offset,
limit=limit + 1,
)
display_load_more = False
if len(all_sols) > limit:
all_sols = all_sols - all_sols[limit]
display_load_more = True
# filter to only get the action for the SOLs that the user can read
action_per_sol = all_sols.sudo(False)._filtered_access('read')._get_action_per_item() if with_action else {}
def get_action(sol_id):
""" Return the action vals to call it in frontend if the user can access to the SO related """
action, res_id = action_per_sol.get(sol_id, (None, None))
return {'action': {'name': action, 'resId': res_id, 'buttonContext': json.dumps({'active_id': sol_id, 'default_project_id': self.id})}} if action else {}
return {
'sol_items': [{
**sol_read,
**get_action(sol_read['id']),
} for sol_read in all_sols.with_context(with_price_unit=True)._read_format(['name', 'product_uom_qty', 'qty_delivered', 'qty_invoiced', 'product_uom', 'product_id'])],
'displayLoadMore': display_load_more,
}
def _get_sale_items_domain(self, additional_domain=None):
sale_items = self.sudo()._get_sale_order_items()
domain = [
('order_id', 'in', sale_items.sudo().order_id.ids),
('is_downpayment', '=', False),
('state', '=', 'sale'),
('display_type', '=', False),
'|',
('project_id', 'in', [*self.ids, False]),
('id', 'in', sale_items.ids),
]
if additional_domain:
domain = expression.AND([domain, additional_domain])
return domain
def _get_domain_from_section_id(self, section_id):
# When the sale_timesheet module is not installed, all service products are grouped under the 'service revenues' section.
return self._get_sale_items_domain([('product_type', '!=' if section_id == 'materials' else '=', 'service')])
def _show_profitability(self):
self.ensure_one()
return self.allow_billable and super()._show_profitability()
def _show_profitability_helper(self):
return True
def _get_profitability_labels(self):
return {
**super()._get_profitability_labels(),
'service_revenues': self.env._('Other Services'),
'materials': self.env._('Materials'),
'other_invoice_revenues': self.env._('Customer Invoices'),
'downpayments': self.env._('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_downpayment', '=', True),
('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.env.user.has_group('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.env.user.has_group('sales_team.group_sale_salesman_all_leads,')
or self.env.user.has_group('account.group_account_invoice,')
or self.env.user.has_group('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', [])) \
._filtered_access('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 = []
included_invoice_line_ids = self._get_already_included_profitability_invoice_line_ids()
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),
('id', 'not in', included_invoice_line_ids)],
])
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 = []
invoices_move_lines = self.env['account.move.line'].sudo().search_fetch(
expression.AND([
self._get_revenues_items_from_invoices_domain([('id', 'not in', excluded_move_line_ids)]),
[('analytic_distribution', 'in', self.account_id.ids)]
]),
['price_subtotal', 'parent_state', 'currency_id', 'analytic_distribution', 'move_type', 'move_id']
)
# TODO: invoices_move_lines.with_context(prefetch_fields=False).move_id.move_type ??
if invoices_move_lines:
amount_invoiced = amount_to_invoice = 0.0
for move_line in invoices_move_lines:
currency = move_line.currency_id
price_subtotal = currency._convert(move_line.price_subtotal, self.currency_id, self.company_id)
# an analytic account can appear several time in an analytic distribution with different repartition percentage
analytic_contribution = sum(
percentage for ids, percentage in move_line.analytic_distribution.items()
if str(self.account_id.id) in ids.split(',')
) / 100.
if move_line.parent_state == 'draft':
if move_line.move_type == 'out_invoice':
amount_to_invoice += price_subtotal * analytic_contribution
else: # move_line.move_type == 'out_refund'
amount_to_invoice -= price_subtotal * analytic_contribution
else: # move_line.parent_state == 'posted'
if move_line.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.env.user.has_group('sales_team.group_sale_salesman_all_leads')
or self.env.user.has_group('account.group_account_invoice')
or self.env.user.has_group('account.group_account_readonly')
):
invoices_revenues['action'] = self._get_action_for_profitability_section(invoices_move_lines.move_id.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()._get_stat_buttons()
if self.env.user.has_group('sales_team.group_sale_salesman_all_leads'):
self_sudo = self.sudo()
buttons.append({
'icon': 'dollar',
'text': self.env._('Sales Orders'),
'number': self_sudo.sale_order_count,
'action_type': 'object',
'action': 'action_view_sos',
'additional_context': json.dumps({
'create_for_project_id': self.id,
}),
'show': self_sudo.display_sales_stat_buttons and self_sudo.sale_order_count > 0,
'sequence': 27,
})
if self.env.user.has_group('sales_team.group_sale_salesman_all_leads'):
buttons.append({
'icon': 'dollar',
'text': self.env._('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.env.user.has_group('account.group_account_readonly'):
self_sudo = self.sudo()
buttons.append({
'icon': 'pencil-square-o',
'text': self.env._('Invoices'),
'number': self_sudo.invoice_count,
'action_type': 'object',
'action': 'action_open_project_invoices',
'show': bool(self.account_id) and self_sudo.invoice_count > 0,
'sequence': 30,
})
if self.env.user.has_group('account.group_account_readonly'):
self_sudo = self.sudo()
buttons.append({
'icon': 'pencil-square-o',
'text': self.env._('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):
move_lines = self.env['account.move.line'].search_fetch(
[
('move_id.move_type', 'in', ['in_invoice', 'in_refund']),
('analytic_distribution', 'in', self.account_id.ids),
],
['move_id'],
)
vendor_bill_ids = move_lines.move_id.ids
action_window = {
'name': _('Vendor Bills'),
'type': 'ir.actions.act_window',
'res_model': 'account.move',
'views': [[False, 'list'], [False, 'form'], [False, 'kanban']],
'domain': [('id', 'in', vendor_bill_ids)],
'context': {
'default_move_type': 'in_invoice',
'project_id': self.id,
},
'help': "<p class='o_view_nocontent_smiling_face'>%s</p><p>%s</p>" % (
_("Create a vendor bill"),
_("Create invoices, register payments and keep track of the discussions with your vendors."),
),
}
if not self.env.context.get('from_embedded_action') and len(vendor_bill_ids) == 1:
action_window['views'] = [[False, 'form']]
action_window['res_id'] = vendor_bill_ids[0]
return action_window