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- Committer: Alexandre Fayolle
- Date: 2015-08-03 09:19:17 UTC
- mfrom: (78.1.15)
- Revision ID: git-v1:97fee65e57d1d9475f4be92ac2db3448211a237e
Merge pull request #32 from savoirfairelinux/partner_aging
Partner aging
Partner aging
- files added:
- partner_aging
- partner_aging/i18n
- partner_aging/security
- partner_aging/static
- partner_aging/static/description
- partner_aging/static/src
- partner_aging/static/src/img
- files modified:
- invoice_webkit/view/invoice_view.xml
added
removed
partner_aging/customer.py
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# -*- coding: utf-8 -*-
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###############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2014 Ursa Informative Systems (<www.ursainfosystems.com>).
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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###############################################################################
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from openerp.osv import fields, orm
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from openerp import tools
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class PartnerAgingCustomer(orm.Model):
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_name = 'partner.aging.customer'
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_auto = False
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def open_document(self, cr, uid, ids, context=None):
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"""
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@description Open document (invoice or payment) related to the
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unapplied payment or outstanding balance on this line
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"""
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if not context:
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context = {}
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models = self.pool.get('ir.model.data')
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# Get this line's invoice id
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inv_id = self.browse(cr, uid, ids[0], context=context).invoice_id.id
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# if this is an unapplied payment(all unapplied payments hard-coded to
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# -999), get the referenced voucher
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if inv_id == -999:
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ref = self.browse(cr, uid, ids[0], context=context).invoice_ref
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voucher_pool = self.pool['account.voucher']
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# Get referenced customer payment (invoice_ref field is actually a
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# payment for these)
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voucher_id = voucher_pool.search(
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cr,
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uid,
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[('number', '=', ref)],
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limit=1,
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context=context,
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)[0]
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view = models.get_object_reference(
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cr,
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uid,
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'account_voucher',
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'view_voucher_form'
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)
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# Set values for form
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view_id = view and view[1] or False
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name = 'Customer Payments'
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res_model = 'account.voucher'
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ctx = "{}"
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doc_id = voucher_id
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# otherwise get the invoice
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else:
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view = models.get_object_reference(
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cr,
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uid,
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'account',
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'invoice_form'
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)
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view_id = view and view[1] or False
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name = 'Customer Invoices'
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res_model = 'account.invoice'
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ctx = "{'type':'out_invoice'}"
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doc_id = inv_id
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if not doc_id:
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return {}
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# Open up the document's form
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return {
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'name': (name),
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'view_type': 'form',
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'view_mode': 'form',
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'view_id': [view_id],
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'res_model': res_model,
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'context': ctx,
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'type': 'ir.actions.act_window',
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'nodestroy': True,
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'target': 'current',
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'res_id': doc_id,
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}
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_columns = {
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'partner_id': fields.many2one(
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'res.partner',
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u'Partner',
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readonly=True
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),
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'partner_name': fields.text('Name', readonly=True),
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'avg_days_overdue': fields.integer(u'Avg Days Overdue', readonly=True),
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'date': fields.date(u'Due Date', readonly=True),
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'total': fields.float(u'Total', readonly=True),
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'days_due_01to30': fields.float(u'01/30', readonly=True),
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'days_due_31to60': fields.float(u'31/60', readonly=True),
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'days_due_61to90': fields.float(u'61/90', readonly=True),
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'days_due_91to120': fields.float(u'91/120', readonly=True),
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'days_due_121togr': fields.float(u'+121', readonly=True),
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'max_days_overdue': fields.integer(
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u'Days Overdue',
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group_operator="max",
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readonly=True
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),
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'current': fields.float(u'Total', readonly=True),
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'invoice_ref': fields.char('Reference', size=25, readonly=True),
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'invoice_id': fields.many2one(
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'account.invoice',
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'Invoice',
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readonly=True
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),
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'currency_name': fields.text('Currency', readonly=True),
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'comment': fields.text('Notes', readonly=True),
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'salesman': fields.many2one('res.users', u'Sales Rep', readonly=True),
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}
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_order = 'partner_name'
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def init(self, cr):
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"""
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@author Ursa Information Systems
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@description Update table on load with latest aging information
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"""
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query = """
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SELECT id,
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partner_id,
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partner_name,
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salesman,
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avg_days_overdue,
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oldest_invoice_date AS date,
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total,
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days_due_01to30,
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days_due_31to60,
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days_due_61to90,
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days_due_91to120,
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days_due_121togr,
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max_days_overdue,
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current,
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invoice_ref,
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invoice_id,
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comment,
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currency_name
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FROM account_voucher_customer_unapplied
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UNION
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SELECT *
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FROM (SELECT l.id AS id,
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l.partner_id AS partner_id,
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res_partner.name AS "partner_name",
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res_partner.user_id AS salesman,
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days_due AS "avg_days_overdue",
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CASE
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WHEN ai.id IS NOT NULL THEN ai.date_due
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ELSE l.date_maturity
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end AS "date",
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CASE
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WHEN ai.id IS NOT NULL THEN
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CASE
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WHEN ai.type = 'out_refund' THEN -1 * ai.residual
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ELSE ai.residual
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end
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WHEN ai.id IS NULL THEN l.debit - l.credit
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ELSE 0
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end AS "total",
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CASE
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WHEN ( days_due BETWEEN 01 AND 30 )
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AND ai.id IS NOT NULL THEN
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CASE
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WHEN ai.type = 'out_refund' THEN -1 * ai.residual
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ELSE ai.residual
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end
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WHEN ( days_due BETWEEN 01 AND 30 )
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AND ai.id IS NULL THEN l.debit - l.credit
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ELSE 0
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end AS "days_due_01to30",
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CASE
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WHEN ( days_due BETWEEN 31 AND 60 )
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AND ai.id IS NOT NULL THEN
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CASE
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WHEN ai.type = 'out_refund' THEN -1 * ai.residual
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ELSE ai.residual
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end
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WHEN ( days_due BETWEEN 31 AND 60 )
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AND ai.id IS NULL THEN l.debit - l.credit
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ELSE 0
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end AS "days_due_31to60",
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CASE
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WHEN ( days_due BETWEEN 61 AND 90 )
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AND ai.id IS NOT NULL THEN
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CASE
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WHEN ai.type = 'out_refund' THEN -1 * ai.residual
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ELSE ai.residual
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end
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WHEN ( days_due BETWEEN 61 AND 90 )
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AND ai.id IS NULL THEN l.debit - l.credit
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ELSE 0
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end AS "days_due_61to90",
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CASE
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WHEN ( days_due BETWEEN 91 AND 120 )
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AND ai.id IS NOT NULL THEN
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CASE
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WHEN ai.type = 'out_refund' THEN -1 * ai.residual
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ELSE ai.residual
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end
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WHEN ( days_due BETWEEN 91 AND 120 )
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AND ai.id IS NULL THEN l.debit - l.credit
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ELSE 0
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end AS "days_due_91to120",
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CASE
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WHEN days_due >= 121
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AND ai.id IS NOT NULL THEN
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CASE
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WHEN ai.type = 'out_refund' THEN -1 * ai.residual
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ELSE ai.residual
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end
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WHEN days_due >= 121
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AND ai.id IS NULL THEN l.debit - l.credit
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ELSE 0
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end AS "days_due_121togr",
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CASE
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WHEN days_due < 0 THEN 0
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ELSE days_due
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end AS "max_days_overdue",
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CASE
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WHEN days_due <= 0
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AND ai.id IS NOT NULL THEN
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CASE
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WHEN ai.type = 'out_refund' THEN -1 * ai.residual
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ELSE ai.residual
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end
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WHEN days_due <= 0
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AND ai.id IS NULL THEN l.debit - l.credit
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ELSE 0
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end AS "current",
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l.ref AS "invoice_ref",
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ai.id AS "invoice_id",
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ai.comment,
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res_currency.name AS "currency_name"
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FROM account_move_line AS l
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INNER JOIN (SELECT lt.id,
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CASE
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WHEN inv.id IS NOT NULL THEN
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Extract(day FROM ( Now() - inv.date_due ))
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ELSE Extract(day FROM (
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Now() - lt.date_maturity ))
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end AS days_due
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FROM account_move_line lt
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LEFT JOIN account_invoice inv
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ON lt.move_id = inv.move_id) DaysDue
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ON DaysDue.id = l.id
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INNER JOIN account_account
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ON account_account.id = l.account_id
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INNER JOIN res_company
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ON account_account.company_id = res_company.id
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INNER JOIN account_move
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ON account_move.id = l.move_id
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LEFT JOIN account_invoice AS ai
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ON ai.move_id = l.move_id
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INNER JOIN res_partner
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ON res_partner.id = l.partner_id
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INNER JOIN res_currency
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ON res_currency.id = ai.currency_id
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WHERE account_account.active
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AND ai.state <> 'paid'
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AND ( account_account.type IN ( 'receivable' ) )
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AND ( l.reconcile_id IS NULL )
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AND account_move.state = 'posted'
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AND DaysDue.days_due IS NOT NULL) sq
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"""
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tools.drop_view_if_exists(cr, '%s' % (self._name.replace('.', '_')))
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cr.execute(
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"CREATE OR REPLACE VIEW %s AS ( %s)" %
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(self._name.replace('.', '_'), query)
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)
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