[IMP] membership: membership analysis + overall improvement
[odoo/odoo.git] / addons / membership / membership.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 from osv import fields, osv
23 from tools import config
24 import time
25 from tools.translate import _
26 import decimal_precision as dp
27
28
29 STATE = [
30     ('none', 'Non Member'),
31     ('canceled', 'Cancelled Member'),
32     ('old', 'Old Member'),
33     ('waiting', 'Waiting Member'),
34     ('invoiced', 'Invoiced Member'),
35     ('free', 'Free Member'),
36     ('paid', 'Paid Member'),
37 ]
38
39 STATE_PRIOR = {
40     'none' : 0,
41     'canceled' : 1,
42     'old' : 2,
43     'waiting' : 3,
44     'invoiced' : 4,
45     'free' : 6,
46     'paid' : 7
47 }
48
49 class membership_line(osv.osv):
50     '''Member line'''
51
52     def _check_membership_date(self, cr, uid, ids, context=None):
53         """Check if membership product is not in the past
54         @param self: The object pointer
55         @param cr: the current row, from the database cursor,
56         @param uid: the current user’s ID for security checks,
57         @param ids: List of Membership Line IDs
58         @param context: A standard dictionary for contextual values
59         """
60
61         cr.execute('''
62          SELECT MIN(ml.date_to - ai.date_invoice)
63          FROM membership_membership_line ml
64          JOIN account_invoice_line ail ON (
65             ml.account_invoice_line = ail.id
66             )
67         JOIN account_invoice ai ON (
68             ai.id = ail.invoice_id)
69         WHERE ml.id IN %s''',(tuple(ids),))
70         res = cr.fetchall()
71         for r in res:
72             if r[0] and r[0] < 0:
73                 return False
74         return True
75
76     def _state(self, cr, uid, ids, name, args, context=None):
77         """Compute the state lines
78         @param self: The object pointer
79         @param cr: the current row, from the database cursor,
80         @param uid: the current user’s ID for security checks,
81         @param ids: List of Membership Line IDs
82         @param name: Field Name
83         @param context: A standard dictionary for contextual values
84         @param return: Dictionary of state Value
85         """
86         res = {}
87         for line in self.browse(cr, uid, ids):
88             cr.execute('''
89             SELECT i.state, i.id FROM
90             account_invoice i
91             WHERE
92             i.id = (
93                 SELECT l.invoice_id FROM
94                 account_invoice_line l WHERE
95                 l.id = (
96                     SELECT  ml.account_invoice_line FROM
97                     membership_membership_line ml WHERE
98                     ml.id = %s
99                     )
100                 )
101             ''', (line.id,))
102             fetched = cr.fetchone()
103             if not fetched :
104                 res[line.id] = 'canceled'
105                 continue
106             istate = fetched[0]
107             state = 'none'
108             if (istate == 'draft') | (istate == 'proforma'):
109                 state = 'waiting'
110             elif istate == 'open':
111                 state = 'invoiced'
112             elif istate == 'paid':
113                 state = 'paid'
114                 inv = self.pool.get('account.invoice').browse(cr, uid, fetched[1])
115                 for payment in inv.payment_ids:
116                     if payment.invoice and payment.invoice.type == 'out_refund':
117                         state = 'canceled'
118             elif istate == 'cancel':
119                 state = 'canceled'
120             res[line.id] = state
121         return res
122
123
124     _description = __doc__
125     _name = 'membership.membership_line'
126     _columns = {
127         'partner': fields.many2one('res.partner', 'Partner', ondelete='cascade', select=1),
128         'membership_id': fields.many2one('product.product', string="Membership Product", required=True),
129         'date_from': fields.date('From', readonly=True),
130         'date_to': fields.date('To', readonly=True),
131         'date_cancel' : fields.date('Cancel date'),
132         'date': fields.date('Join Date'),
133         'member_price':fields.float('Member Price', digits_compute= dp.get_precision('Sale Price'), required=True),
134         'account_invoice_line': fields.many2one('account.invoice.line', 'Account Invoice line', readonly=True),
135         'account_invoice_id': fields.related('account_invoice_line', 'invoice_id', type='many2one', relation='account.invoice', string='Invoice', readonly=True),
136         'state': fields.function(_state, method=True, string='Membership State', type='selection', selection=STATE, store=True),
137         'company_id': fields.related('account_invoice_line', 'invoice_id', 'company_id', type="many2one", relation="res.company", string="Company", readonly=True, store=True)
138     }
139     _rec_name = 'partner'
140     _order = 'id desc'
141     _constraints = [
142         (_check_membership_date, 'Error, this membership product is out of date', [])
143     ]
144
145 membership_line()
146
147
148 class Partner(osv.osv):
149     '''Partner'''
150     _inherit = 'res.partner'
151
152     def _get_partner_id(self, cr, uid, ids, context=None):
153         member_line_obj = self.pool.get('membership.membership_line')
154         res_obj =  self.pool.get('res.partner')
155         data_inv = member_line_obj.browse(cr, uid, ids, context)
156         list_partner = []
157         for data in data_inv:
158             list_partner.append(data.partner.id)
159         ids2 = list_partner
160         while ids2:
161             ids2 = res_obj.search(cr, uid, [('associate_member','in',ids2)], context=context)
162             list_partner += ids2
163         return list_partner
164
165     def _get_invoice_partner(self, cr, uid, ids, context=None):
166         inv_obj = self.pool.get('account.invoice')
167         res_obj = self.pool.get('res.partner')
168         data_inv = inv_obj.browse(cr, uid, ids, context)
169         list_partner = []
170         for data in data_inv:
171             list_partner.append(data.partner_id.id)
172         ids2 = list_partner
173         while ids2:
174             ids2 = res_obj.search(cr, uid, [('associate_member','in',ids2)], context=context)
175             list_partner += ids2
176         return list_partner
177
178     def _membership_state(self, cr, uid, ids, name, args, context=None):
179         """This Function return Membership State For Given Partner.
180         @param self: The object pointer
181         @param cr: the current row, from the database cursor,
182         @param uid: the current user’s ID for security checks,
183         @param ids: List of Partner IDs
184         @param name: Field Name
185         @param context: A standard dictionary for contextual values
186         @param return: Dictionary of Membership state Value
187         """
188         res = {}
189         for id in ids:
190             res[id] = 'none'
191         today = time.strftime('%Y-%m-%d')
192         for id in ids:
193             partner_data = self.browse(cr, uid, id)
194             if partner_data.membership_cancel and today > partner_data.membership_cancel:
195                 res[id] = 'canceled'
196                 continue
197             if partner_data.membership_stop and today > partner_data.membership_stop:
198                 res[id] = 'old'
199                 continue
200             s = 4
201             if partner_data.member_lines:
202                 for mline in partner_data.member_lines:
203                     if mline.date_to >= today:
204                         if mline.account_invoice_line and mline.account_invoice_line.invoice_id:
205                             mstate = mline.account_invoice_line.invoice_id.state
206                             if mstate == 'paid':
207                                 s = 0
208                                 inv = mline.account_invoice_line.invoice_id
209                                 for payment in inv.payment_ids:
210                                     if payment.invoice.type == 'out_refund':
211                                         s = 2
212                                 break
213                             elif mstate == 'open' and s!=0:
214                                 s = 1
215                             elif mstate == 'cancel' and s!=0 and s!=1:
216                                 s = 2
217                             elif  (mstate == 'draft' or mstate == 'proforma') and s!=0 and s!=1:
218                                 s = 3
219                 if s==4:
220                     for mline in partner_data.member_lines:
221                         if mline.date_from < today and mline.date_to < today and mline.date_from<=mline.date_to and (mline.account_invoice_line and mline.account_invoice_line.invoice_id.state) == 'paid':
222                             s = 5
223                         else:
224                             s = 6
225                 if s==0:
226                     res[id] = 'paid'
227                 elif s==1:
228                     res[id] = 'invoiced'
229                 elif s==2:
230                     res[id] = 'canceled'
231                 elif s==3:
232                     res[id] = 'waiting'
233                 elif s==5:
234                     res[id] = 'old'
235                 elif s==6:
236                     res[id] = 'none'
237             if partner_data.free_member and s!=0:
238                 res[id] = 'free'
239             if partner_data.associate_member:
240                 res_state = self._membership_state(cr, uid, [partner_data.associate_member.id], name, args, context)
241                 res[id] = res_state[partner_data.associate_member.id]
242         return res
243
244     def _membership_date(self, cr, uid, ids, name, args, context=None):
245
246         """Return  date of membership"""
247
248         name = name[0]
249         res = {}
250         member_line_obj = self.pool.get('membership.membership_line')
251
252         for partner in self.browse(cr, uid, ids):
253
254             if partner.associate_member:
255                  partner_id = partner.associate_member.id
256             else:
257                  partner_id = partner.id
258
259             res[partner.id] = {
260                  'membership_start': False,
261                  'membership_stop': False,
262                  'membership_cancel': False
263             }
264
265             if name == 'membership_start':
266                 line_id = member_line_obj.search(cr, uid, [('partner', '=', partner_id)],
267                             limit=1, order='date_from')
268                 if line_id:
269                         res[partner.id]['membership_start'] = member_line_obj.read(cr, uid, line_id[0],
270                                 ['date_from'])['date_from']
271
272             if name == 'membership_stop':
273                 line_id1 = member_line_obj.search(cr, uid, [('partner', '=', partner_id)],
274                             limit=1, order='date_to desc')
275                 if line_id1:
276                       res[partner.id]['membership_stop'] = member_line_obj.read(cr, uid, line_id1[0],
277                                 ['date_to'])['date_to']
278             if name == 'membership_cancel':
279                 if partner.membership_state == 'canceled':
280                     line_id2 = member_line_obj.search(cr, uid, [('partner', '=', partner.id)],limit=1, order='date_cancel')
281                     if line_id2:
282                         res[partner.id]['membership_cancel'] = member_line_obj.read(cr, uid, line_id2[0],['date_cancel'])['date_cancel']
283
284         return res
285
286     def _get_partners(self, cr, uid, ids, context={}):
287         ids2 = ids
288         while ids2:
289             ids2 = self.search(cr, uid, [('associate_member','in',ids2)], context=context)
290             ids+=ids2
291         return ids
292
293     def __get_membership_state(self, *args, **kwargs):
294         return self._membership_state(*args, **kwargs)
295
296     _columns = {
297         'associate_member': fields.many2one('res.partner', 'Associate member'),
298         'member_lines': fields.one2many('membership.membership_line', 'partner', 'Membership'),
299         'free_member': fields.boolean('Free member'),
300         'membership_amount': fields.float(
301                     'Membership amount', digits=(16, 2),
302                     help='The price negociated by the partner'),
303         'membership_state': fields.function(
304                     __get_membership_state, method = True,
305                     string = 'Current Membership State', type = 'selection',
306                     selection = STATE ,store = {
307                         'account.invoice':(_get_invoice_partner,['state'], 10),
308                         'membership.membership_line':(_get_partner_id,['state'], 10),
309                         'res.partner':(_get_partners, ['free_member', 'membership_state','associate_member'], 10)
310                         }
311                     ),
312         'membership_start': fields.function(
313                     _membership_date, method=True, multi='membeship_start',
314                     string = 'Start membership date', type = 'date',
315                     store = {
316                         'account.invoice':(_get_invoice_partner,['state'], 10),
317                         'membership.membership_line':(_get_partner_id,['state'], 10, ),
318                         'res.partner':(lambda self,cr,uid,ids,c={}:ids, ['free_member'], 10)
319                         }
320                     ),
321         'membership_stop': fields.function(
322                     _membership_date, method = True,
323                     string = 'Stop membership date', type = 'date', multi='membership_stop',
324                     store = {
325                         'account.invoice':(_get_invoice_partner,['state'], 10),
326                         'membership.membership_line':(_get_partner_id,['state'], 10),
327                         'res.partner':(lambda self,cr,uid,ids,c={}:ids, ['free_member'], 10)
328                         }
329                     ),
330
331         'membership_cancel': fields.function(
332                     _membership_date, method = True,
333                     string = 'Cancel membership date', type='date', multi='membership_cancel',
334                     store = {
335                         'account.invoice':(_get_invoice_partner,['state'], 11),
336                         'membership.membership_line':(_get_partner_id,['state'], 10),
337                         'res.partner':(lambda self,cr,uid,ids,c={}:ids, ['free_member'], 10)
338                         }
339                     ),
340     }
341     _defaults = {
342         'free_member': lambda *a: False,
343         'membership_cancel' : lambda *d : False,
344     }
345
346     def _check_recursion(self, cr, uid, ids):
347         """Check  Recursive  for Associated Members.
348         """
349         level = 100
350         while len(ids):
351             cr.execute('select distinct associate_member from res_partner where id IN %s',(tuple(ids),))
352             ids = filter(None, map(lambda x:x[0], cr.fetchall()))
353             if not level:
354                 return False
355             level -= 1
356         return True
357
358     _constraints = [
359         (_check_recursion, 'Error ! You can not create recursive associated members.', ['associate_member'])
360     ]
361
362     def copy(self, cr, uid, id, default=None, context=None):
363         if default is None:
364             default = {}
365         if context is None:
366             context = {}
367         default = default.copy()
368         default['member_lines'] = []
369         return super(Partner, self).copy(cr, uid, id, default, context)
370
371     def create_membership_invoice(self, cr, uid, ids, product_id=None, datas=None, context=None):
372         """ Create Customer Invoice of Membership for partners.
373         @param datas: datas has dictionary value which consist Id of Membership product and Cost Amount of Membership.
374                       datas = {'membership_product_id': None, 'amount':None}
375         """
376         invoice_obj = self.pool.get('account.invoice')
377         product_obj = self.pool.get('product.product')
378         invoice_line_obj = self.pool.get('account.invoice.line')
379         invoice_tax_obj = self.pool.get('account.invoice.tax')
380         product_id = product_id or datas.get('membership_product_id',False)
381         amount = datas.get('amount', 0.0)
382         if not context:
383             context={}
384         invoice_list = []
385         if type(ids) in (int,long,):
386             ids = [ids]
387         for partner in self.browse(cr, uid, ids, context=context):
388             account_id = partner.property_account_receivable and partner.property_account_receivable.id or False
389             fpos_id = partner.property_account_position and partner.property_account_position.id or False
390             addr = self.address_get(cr, uid, [partner.id], ['invoice'])
391             if partner.free_member:
392                 raise osv.except_osv(_('Error !'),
393                         _("Partner is a free Member."))
394             if not addr.get('invoice', False):
395                 raise osv.except_osv(_('Error !'),
396                         _("Partner doesn't have an address to make the invoice."))
397             quantity = 1
398             line_value =  {
399                 'product_id' : product_id,
400             }
401
402             line_dict = invoice_line_obj.product_id_change(cr, uid, {},
403                             product_id, False, quantity, '', 'out_invoice', partner.id, fpos_id, price_unit=amount, context=context)
404             line_value.update(line_dict['value'])
405             if line_value.get('invoice_line_tax_id', False):
406                 tax_tab = [(6, 0, line_value['invoice_line_tax_id'])]
407                 line_value['invoice_line_tax_id'] = tax_tab
408
409             invoice_id = invoice_obj.create(cr, uid, {
410                 'partner_id' : partner.id,
411                 'address_invoice_id': addr.get('invoice', False),
412                 'account_id': account_id,
413                 'fiscal_position': fpos_id or False
414                 }
415             )
416             line_value['invoice_id'] = invoice_id
417             invoice_line_id = invoice_line_obj.create(cr, uid, line_value, context=context)
418             invoice_obj.write(cr, uid, invoice_id, {'invoice_line':[(6,0,[invoice_line_id])]}, context=context)
419             invoice_list.append(invoice_id)
420             if line_value['invoice_line_tax_id']:
421                 tax_value = invoice_tax_obj.compute(cr, uid, invoice_id).values()
422                 for tax in tax_value:
423                        invoice_tax_obj.create(cr, uid, tax, context=context)
424         return invoice_list
425
426 Partner()
427
428 class product_template(osv.osv):
429     _inherit = 'product.template'
430     _columns = {
431         'member_price':fields.float('Member Price', digits_compute= dp.get_precision('Sale Price')),
432     }
433 product_template()
434
435 class Product(osv.osv):
436
437     def fields_view_get(self, cr, user, view_id=None, view_type='form', context=None, toolbar=False, submenu=False):
438         model_obj = self.pool.get('ir.model.data')
439
440         if ('product' in context) and (context['product']=='membership_product'):
441             model_data_ids_form = model_obj.search(cr,user,[('model','=','ir.ui.view'),('name','in',['membership_products_form','membership_products_tree'])])
442             resource_id_form = model_obj.read(cr, user, model_data_ids_form, fields=['res_id','name'])
443             dict_model={}
444             for i in resource_id_form:
445                 dict_model[i['name']]=i['res_id']
446             if view_type=='form':
447                 view_id = dict_model['membership_products_form']
448             else:
449                 view_id = dict_model['membership_products_tree']
450         return super(Product,self).fields_view_get(cr, user, view_id, view_type, context, toolbar, submenu)
451
452     '''Product'''
453     _inherit = 'product.product'
454     _columns = {
455         'membership': fields.boolean('Membership', help='Specify if this product is a membership product'),
456         'membership_date_from': fields.date('Date from', help='Active Membership since this date'),
457         'membership_date_to': fields.date('Date to', help='Expired date of Membership'),
458     }
459
460     _defaults = {
461         'membership': lambda *args: False
462     }
463 Product()
464
465
466 class Invoice(osv.osv):
467     '''Invoice'''
468
469     _inherit = 'account.invoice'
470
471     def action_cancel(self, cr, uid, ids, context=None):
472         '''Create a 'date_cancel' on the membership_line object'''
473         if context is None:
474             context = {}
475         member_line_obj = self.pool.get('membership.membership_line')
476         today = time.strftime('%Y-%m-%d')
477         for invoice in self.browse(cr, uid, ids):
478             mlines = member_line_obj.search(cr, uid,
479                     [('account_invoice_line','in',
480                         [ l.id for l in invoice.invoice_line])], context)
481             member_line_obj.write(cr, uid, mlines, {'date_cancel':today}, context)
482         return super(Invoice, self).action_cancel(cr, uid, ids, context)
483 Invoice()
484
485 class account_invoice_line(osv.osv):
486     _inherit='account.invoice.line'
487
488     def write(self, cr, uid, ids, vals, context=None):
489         """Overrides orm write method
490         """
491         if not context:
492             context={}
493         res = super(account_invoice_line, self).write(cr, uid, ids, vals, context=context)
494         member_line_obj = self.pool.get('membership.membership_line')
495         for line in self.browse(cr, uid, ids):
496             if line.invoice_id.type == 'out_invoice':
497                 ml_ids = member_line_obj.search(cr, uid, [('account_invoice_line','=',line.id)])
498                 if line.product_id and line.product_id.membership and not ml_ids:
499                     # Product line has changed to a membership product
500                     date_from = line.product_id.membership_date_from
501                     date_to = line.product_id.membership_date_to
502                     if line.invoice_id.date_invoice > date_from and line.invoice_id.date_invoice < date_to:
503                         date_from = line.invoice_id.date_invoice
504                     line_id = member_line_obj.create(cr, uid, {
505                         'partner': line.invoice_id.partner_id.id,
506                         'membership_id': line.product_id.id,
507                         'member_price': line.price_unit,
508                         'date': time.strftime('%Y-%m-%d'),
509                         'date_from': date_from,
510                         'date_to': date_to,
511                         'account_invoice_line': line.id,
512                         })
513                 if line.product_id and not line.product_id.membership and ml_ids:
514                     # Product line has changed to a non membership product
515                     member_line_obj.unlink(cr, uid, ml_ids, context=context)
516         return res
517
518     def unlink(self, cr, uid, ids, context=None):
519         """Remove Membership Line Record for Account Invoice Line
520         """
521         if not context:
522             context={}
523         member_line_obj = self.pool.get('membership.membership_line')
524         for id in ids:
525             ml_ids = member_line_obj.search(cr, uid, [('account_invoice_line','=',id)])
526             member_line_obj.unlink(cr, uid, ml_ids, context=context)
527         return super(account_invoice_line, self).unlink(cr, uid, ids, context=context)
528
529     def create(self, cr, uid, vals, context={}):
530         """Overrides orm create method
531         """
532         result = super(account_invoice_line, self).create(cr, uid, vals, context)
533         line = self.browse(cr, uid, result)
534         member_line_obj = self.pool.get('membership.membership_line')
535         if line.invoice_id.type == 'out_invoice':
536
537             ml_ids = member_line_obj.search(cr, uid, [('account_invoice_line','=',line.id)])
538             if line.product_id and line.product_id.membership and not ml_ids:
539                 # Product line is a membership product
540                 date_from = line.product_id.membership_date_from
541                 date_to = line.product_id.membership_date_to
542                 if line.invoice_id.date_invoice > date_from and line.invoice_id.date_invoice < date_to:
543                     date_from = line.invoice_id.date_invoice
544                 line_id = member_line_obj.create(cr, uid, {
545                             'partner': line.invoice_id.partner_id and line.invoice_id.partner_id.id or False,
546                             'membership_id': line.product_id.id,
547                             'member_price': line.price_unit,
548                             'date': time.strftime('%Y-%m-%d'),
549                             'date_from': date_from,
550                             'date_to': date_to,
551                             'account_invoice_line': line.id,
552                         })
553         return result
554
555 account_invoice_line()
556 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: