addons/hr_timesheet_invoice/hr_timesheet_invoice.py

   1 # -*- coding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
   6 #
   7 #    This program is free software: you can redistribute it and/or modify
   8 #    it under the terms of the GNU Affero General Public License as
   9 #    published by the Free Software Foundation, either version 3 of the
  10 #    License, or (at your option) any later version.
  11 #
  12 #    This program is distributed in the hope that it will be useful,
  13 #    but WITHOUT ANY WARRANTY; without even the implied warranty of
  14 #    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  15 #    GNU Affero General Public License for more details.
  16 #
  17 #    You should have received a copy of the GNU Affero General Public License
  18 #    along with this program.  If not, see <http://www.gnu.org/licenses/>.
  19 #
  20 ##############################################################################
  21
  22 import time
  23
  24 from openerp.osv import fields, osv
  25 from openerp.tools.translate import _
  26
  27 class hr_timesheet_invoice_factor(osv.osv):
  28     _name = "hr_timesheet_invoice.factor"
  29     _description = "Invoice Rate"
  30     _order = 'factor'
  31     _columns = {
  32         'name': fields.char('Internal Name', required=True, translate=True),
  33         'customer_name': fields.char('Name', help="Label for the customer"),
  34         'factor': fields.float('Discount (%)', required=True, help="Discount in percentage"),
  35     }
  36     _defaults = {
  37         'factor': lambda *a: 0.0,
  38     }
  39
  40
  41
  42 class account_analytic_account(osv.osv):
  43     def _invoiced_calc(self, cr, uid, ids, name, arg, context=None):
  44         obj_invoice = self.pool.get('account.invoice')
  45         res = {}
  46
  47         cr.execute('SELECT account_id as account_id, l.invoice_id '
  48                 'FROM hr_analytic_timesheet h LEFT JOIN account_analytic_line l '
  49                     'ON (h.line_id=l.id) '
  50                     'WHERE l.account_id = ANY(%s)', (ids,))
  51         account_to_invoice_map = {}
  52         for rec in cr.dictfetchall():
  53             account_to_invoice_map.setdefault(rec['account_id'], []).append(rec['invoice_id'])
  54
  55         for account in self.browse(cr, uid, ids, context=context):
  56             invoice_ids = filter(None, list(set(account_to_invoice_map.get(account.id, []))))
  57             for invoice in obj_invoice.browse(cr, uid, invoice_ids, context=context):
  58                 res.setdefault(account.id, 0.0)
  59                 res[account.id] += invoice.amount_untaxed
  60         for id in ids:
  61             res[id] = round(res.get(id, 0.0),2)
  62
  63         return res
  64
  65     _inherit = "account.analytic.account"
  66     _columns = {
  67         'pricelist_id': fields.many2one('product.pricelist', 'Pricelist',
  68             help="The product to invoice is defined on the employee form, the price will be deducted by this pricelist on the product."),
  69         'amount_max': fields.float('Max. Invoice Price',
  70             help="Keep empty if this contract is not limited to a total fixed price."),
  71         'amount_invoiced': fields.function(_invoiced_calc, string='Invoiced Amount',
  72             help="Total invoiced"),
  73         'to_invoice': fields.many2one('hr_timesheet_invoice.factor', 'Timesheet Invoicing Ratio',
  74             help="You usually invoice 100% of the timesheets. But if you mix fixed price and timesheet invoicing, you may use another ratio. For instance, if you do a 20% advance invoice (fixed price, based on a sales order), you should invoice the rest on timesheet with a 80% ratio."),
  75     }
  76
  77     def on_change_partner_id(self, cr, uid, ids, partner_id, name, context=None):
  78         res = super(account_analytic_account, self).on_change_partner_id(cr, uid, ids, partner_id, name, context=context)
  79         if partner_id:
  80             part = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
  81             pricelist = part.property_product_pricelist and part.property_product_pricelist.id or False
  82             if pricelist:
  83                 res['value']['pricelist_id'] = pricelist
  84         return res
  85
  86     def set_close(self, cr, uid, ids, context=None):
  87         return self.write(cr, uid, ids, {'state': 'close'}, context=context)
  88
  89     def set_cancel(self, cr, uid, ids, context=None):
  90         return self.write(cr, uid, ids, {'state': 'cancelled'}, context=context)
  91
  92     def set_open(self, cr, uid, ids, context=None):
  93         return self.write(cr, uid, ids, {'state': 'open'}, context=context)
  94
  95     def set_pending(self, cr, uid, ids, context=None):
  96         return self.write(cr, uid, ids, {'state': 'pending'}, context=context)
  97
  98
  99 class account_analytic_line(osv.osv):
 100     _inherit = 'account.analytic.line'
 101     _columns = {
 102         'invoice_id': fields.many2one('account.invoice', 'Invoice', ondelete="set null", copy=False),
 103         'to_invoice': fields.many2one('hr_timesheet_invoice.factor', 'Invoiceable', help="It allows to set the discount while making invoice, keep empty if the activities should not be invoiced."),
 104     }
 105
 106     def _default_journal(self, cr, uid, context=None):
 107         proxy = self.pool.get('hr.employee')
 108         record_ids = proxy.search(cr, uid, [('user_id', '=', uid)], context=context)
 109         if record_ids:
 110             employee = proxy.browse(cr, uid, record_ids[0], context=context)
 111             return employee.journal_id and employee.journal_id.id or False
 112         return False
 113
 114     def _default_general_account(self, cr, uid, context=None):
 115         proxy = self.pool.get('hr.employee')
 116         record_ids = proxy.search(cr, uid, [('user_id', '=', uid)], context=context)
 117         if record_ids:
 118             employee = proxy.browse(cr, uid, record_ids[0], context=context)
 119             if employee.product_id and employee.product_id.property_account_income:
 120                 return employee.product_id.property_account_income.id
 121         return False
 122
 123     _defaults = {
 124         'journal_id' : _default_journal,
 125         'general_account_id' : _default_general_account,
 126     }
 127
 128     def write(self, cr, uid, ids, vals, context=None):
 129         self._check_inv(cr, uid, ids, vals)
 130         return super(account_analytic_line,self).write(cr, uid, ids, vals,
 131                 context=context)
 132
 133     def _check_inv(self, cr, uid, ids, vals):
 134         select = ids
 135         if isinstance(select, (int, long)):
 136             select = [ids]
 137         if ( not vals.has_key('invoice_id')) or vals['invoice_id' ] == False:
 138             for line in self.browse(cr, uid, select):
 139                 if line.invoice_id:
 140                     raise osv.except_osv(_('Error!'),
 141                         _('You cannot modify an invoiced analytic line!'))
 142         return True
 143
 144     def _get_invoice_price(self, cr, uid, account, product_id, user_id, qty, context = {}):
 145         pro_price_obj = self.pool.get('product.pricelist')
 146         if account.pricelist_id:
 147             pl = account.pricelist_id.id
 148             price = pro_price_obj.price_get(cr,uid,[pl], product_id, qty or 1.0, account.partner_id.id, context=context)[pl]
 149         else:
 150             price = 0.0
 151         return price
 152
 153     def invoice_cost_create(self, cr, uid, ids, data=None, context=None):
 154         analytic_account_obj = self.pool.get('account.analytic.account')
 155         account_payment_term_obj = self.pool.get('account.payment.term')
 156         invoice_obj = self.pool.get('account.invoice')
 157         product_obj = self.pool.get('product.product')
 158         invoice_factor_obj = self.pool.get('hr_timesheet_invoice.factor')
 159         fiscal_pos_obj = self.pool.get('account.fiscal.position')
 160         product_uom_obj = self.pool.get('product.uom')
 161         invoice_line_obj = self.pool.get('account.invoice.line')
 162         invoices = []
 163         if context is None:
 164             context = {}
 165         if data is None:
 166             data = {}
 167
 168         journal_types = {}
 169
 170         # prepare for iteration on journal and accounts
 171         for line in self.pool.get('account.analytic.line').browse(cr, uid, ids, context=context):
 172             if line.journal_id.type not in journal_types:
 173                 journal_types[line.journal_id.type] = set()
 174             journal_types[line.journal_id.type].add(line.account_id.id)
 175         for journal_type, account_ids in journal_types.items():
 176             for account in analytic_account_obj.browse(cr, uid, list(account_ids), context=context):
 177                 partner = account.partner_id
 178                 if (not partner) or not (account.pricelist_id):
 179                     raise osv.except_osv(_('Analytic Account Incomplete!'),
 180                             _('Contract incomplete. Please fill in the Customer and Pricelist fields.'))
 181
 182                 date_due = False
 183                 if partner.property_payment_term:
 184                     pterm_list= account_payment_term_obj.compute(cr, uid,
 185                             partner.property_payment_term.id, value=1,
 186                             date_ref=time.strftime('%Y-%m-%d'))
 187                     if pterm_list:
 188                         pterm_list = [line[0] for line in pterm_list]
 189                         pterm_list.sort()
 190                         date_due = pterm_list[-1]
 191
 192                 curr_invoice = {
 193                     'name': time.strftime('%d/%m/%Y') + ' - '+account.name,
 194                     'partner_id': account.partner_id.id,
 195                     'company_id': account.company_id.id,
 196                     'payment_term': partner.property_payment_term.id or False,
 197                     'account_id': partner.property_account_receivable.id,
 198                     'currency_id': account.pricelist_id.currency_id.id,
 199                     'date_due': date_due,
 200                     'fiscal_position': account.partner_id.property_account_position.id
 201                 }
 202                 context2 = context.copy()
 203                 context2['lang'] = partner.lang
 204                 # set company_id in context, so the correct default journal will be selected
 205                 context2['force_company'] = curr_invoice['company_id']
 206                 # set force_company in context so the correct product properties are selected (eg. income account)
 207                 context2['company_id'] = curr_invoice['company_id']
 208
 209                 last_invoice = invoice_obj.create(cr, uid, curr_invoice, context=context2)
 210                 invoices.append(last_invoice)
 211
 212                 cr.execute("""SELECT product_id, user_id, to_invoice, sum(amount), sum(unit_amount), product_uom_id
 213                         FROM account_analytic_line as line LEFT JOIN account_analytic_journal journal ON (line.journal_id = journal.id)
 214                         WHERE account_id = %s
 215                             AND line.id IN %s AND journal.type = %s AND to_invoice IS NOT NULL
 216                         GROUP BY product_id, user_id, to_invoice, product_uom_id""", (account.id, tuple(ids), journal_type))
 217
 218                 for product_id, user_id, factor_id, total_price, qty, uom in cr.fetchall():
 219                     context2.update({'uom': uom})
 220
 221                     if data.get('product'):
 222                         # force product, use its public price
 223                         product_id = data['product'][0]
 224                         unit_price = self._get_invoice_price(cr, uid, account, product_id, user_id, qty, context2)
 225                     elif journal_type == 'general' and product_id:
 226                         # timesheets, use sale price
 227                         unit_price = self._get_invoice_price(cr, uid, account, product_id, user_id, qty, context2)
 228                     else:
 229                         # expenses, using price from amount field
 230                         unit_price = total_price*-1.0 / qty
 231
 232                     factor = invoice_factor_obj.browse(cr, uid, factor_id, context=context2)
 233                     # factor_name = factor.customer_name and line_name + ' - ' + factor.customer_name or line_name
 234                     factor_name = factor.customer_name
 235                     curr_line = {
 236                         'price_unit': unit_price,
 237                         'quantity': qty,
 238                         'product_id': product_id or False,
 239                         'discount': factor.factor,
 240                         'invoice_id': last_invoice,
 241                         'name': factor_name,
 242                         'uos_id': uom,
 243                         'account_analytic_id': account.id,
 244                     }
 245                     product = product_obj.browse(cr, uid, product_id, context=context2)
 246                     if product:
 247                         factor_name = product_obj.name_get(cr, uid, [product_id], context=context2)[0][1]
 248                         if factor.customer_name:
 249                             factor_name += ' - ' + factor.customer_name
 250
 251                         general_account = product.property_account_income or product.categ_id.property_account_income_categ
 252                         if not general_account:
 253                             raise osv.except_osv(_("Configuration Error!"), _("Please define income account for product '%s'.") % product.name)
 254                         taxes = product.taxes_id or general_account.tax_ids
 255                         tax = fiscal_pos_obj.map_tax(cr, uid, account.partner_id.property_account_position, taxes)
 256                         curr_line.update({
 257                             'invoice_line_tax_id': [(6,0,tax )],
 258                             'name': factor_name,
 259                             'invoice_line_tax_id': [(6,0,tax)],
 260                             'account_id': general_account.id,
 261                         })
 262                     #
 263                     # Compute for lines
 264                     #
 265                     cr.execute("SELECT * FROM account_analytic_line WHERE account_id = %s and id IN %s AND product_id=%s and to_invoice=%s ORDER BY account_analytic_line.date", (account.id, tuple(ids), product_id, factor_id))
 266
 267                     line_ids = cr.dictfetchall()
 268                     note = []
 269                     for line in line_ids:
 270                         # set invoice_line_note
 271                         details = []
 272                         if data.get('date', False):
 273                             details.append(line['date'])
 274                         if data.get('time', False):
 275                             if line['product_uom_id']:
 276                                 details.append("%s %s" % (line['unit_amount'], product_uom_obj.browse(cr, uid, [line['product_uom_id']],context2)[0].name))
 277                             else:
 278                                 details.append("%s" % (line['unit_amount'], ))
 279                         if data.get('name', False):
 280                             details.append(line['name'])
 281                         note.append(u' - '.join(map(lambda x: unicode(x) or '',details)))
 282                     if note:
 283                         curr_line['name'] += "\n" + ("\n".join(map(lambda x: unicode(x) or '',note)))
 284                     invoice_line_obj.create(cr, uid, curr_line, context=context)
 285                     cr.execute("update account_analytic_line set invoice_id=%s WHERE account_id = %s and id IN %s", (last_invoice, account.id, tuple(ids)))
 286                     self.invalidate_cache(cr, uid, ['invoice_id'], ids, context=context)
 287
 288                 invoice_obj.button_reset_taxes(cr, uid, [last_invoice], context)
 289         return invoices
 290
 291
 292
 293 class hr_analytic_timesheet(osv.osv):
 294     _inherit = "hr.analytic.timesheet"
 295     def on_change_account_id(self, cr, uid, ids, account_id, user_id=False):
 296         res = {}
 297         if not account_id:
 298             return res
 299         res.setdefault('value',{})
 300         acc = self.pool.get('account.analytic.account').browse(cr, uid, account_id)
 301         st = acc.to_invoice.id
 302         res['value']['to_invoice'] = st or False
 303         if acc.state=='pending':
 304             res['warning'] = {
 305                 'title': 'Warning',
 306                 'message': 'The analytic account is in pending state.\nYou should not work on this account !'
 307             }
 308         return res
 309
 310 class account_invoice(osv.osv):
 311     _inherit = "account.invoice"
 312
 313     def _get_analytic_lines(self, cr, uid, ids, context=None):
 314         iml = super(account_invoice, self)._get_analytic_lines(cr, uid, ids, context=context)
 315
 316         inv = self.browse(cr, uid, ids, context=context)[0]
 317         if inv.type == 'in_invoice':
 318             obj_analytic_account = self.pool.get('account.analytic.account')
 319             for il in iml:
 320                 if il['account_analytic_id']:
 321                     # *-* browse (or refactor to avoid read inside the loop)
 322                     to_invoice = obj_analytic_account.read(cr, uid, [il['account_analytic_id']], ['to_invoice'], context=context)[0]['to_invoice']
 323                     if to_invoice:
 324                         il['analytic_lines'][0][2]['to_invoice'] = to_invoice[0]
 325         return iml
 326
 327
 328
 329 class account_move_line(osv.osv):
 330     _inherit = "account.move.line"
 331
 332     def create_analytic_lines(self, cr, uid, ids, context=None):
 333         res = super(account_move_line, self).create_analytic_lines(cr, uid, ids,context=context)
 334         analytic_line_obj = self.pool.get('account.analytic.line')
 335         for move_line in self.browse(cr, uid, ids, context=context):
 336             #For customer invoice, link analytic line to the invoice so it is not proposed for invoicing in Bill Tasks Work
 337             invoice_id = move_line.invoice and move_line.invoice.type in ('out_invoice','out_refund') and move_line.invoice.id or False
 338             for line in move_line.analytic_lines:
 339                 analytic_line_obj.write(cr, uid, line.id, {
 340                     'invoice_id': invoice_id,
 341                     'to_invoice': line.account_id.to_invoice and line.account_id.to_invoice.id or False
 342                     }, context=context)
 343         return res
 344
 345
 346 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: