Add account_analytic_analysis_recurring

account_analytic_analysis_recurring/__init__.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    OpenERP, Open Source Management Solution
+#    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>)
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+import account_analytic_analysis_recurring

account_analytic_analysis_recurring/__openerp__.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    OpenERP, Open Source Management Solution
+#    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+
+{
+    'name': 'Contracts Management recurring',
+    'version': '0.1',
+    'category': 'Other',
+    'description': """
+This module add a new feature in contracts to manage recurring invoice
+=======================================================================================
+
+This is a backport of the new V8 feature available in trunk and saas. With the V8 release this module will be deprecated.
+It also add a little feature, you can use #START# and #END# in the contract line to automatically insert the dates of the invoiced period.
+""",
+    'author': 'Yannick Buron',
+    'website': 'http://openerp.com',
+    'depends': ['base', 'account_analytic_analysis'],
+    'data': [
+        'account_analytic_analysis_recurring_cron.xml',
+        'account_analytic_analysis_recurring_view.xml',
+    ],
+    'demo': [''],
+    'test':[],
+    'installable': True,
+    'images': [],
+}
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

account_analytic_analysis_recurring/account_analytic_analysis_recurring.py

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+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    OpenERP, Open Source Management Solution
+#    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+from dateutil.relativedelta import relativedelta
+import datetime
+import logging
+import time
+
+from openerp.osv import osv, fields
+from openerp.osv.orm import intersect, except_orm
+import openerp.tools
+from openerp.tools.translate import _
+
+from openerp.addons.decimal_precision import decimal_precision as dp
+
+_logger = logging.getLogger(__name__)
+
+class account_analytic_invoice_line(osv.osv):
+    _name = "account.analytic.invoice.line"
+
+    def _amount_line(self, cr, uid, ids, prop, unknow_none, unknow_dict, context=None):
+        res = {}
+        for line in self.browse(cr, uid, ids, context=context):
+            res[line.id] = line.quantity * line.price_unit
+            if line.analytic_account_id.pricelist_id:
+                cur = line.analytic_account_id.pricelist_id.currency_id
+                res[line.id] = self.pool.get('res.currency').round(cr, uid, cur, res[line.id])
+        return res
+
+    _columns = {
+        'product_id': fields.many2one('product.product','Product',required=True),
+        'analytic_account_id': fields.many2one('account.analytic.account', 'Analytic Account'),
+        'name': fields.text('Description', required=True),
+        'quantity': fields.float('Quantity', required=True),
+        'uom_id': fields.many2one('product.uom', 'Unit of Measure',required=True),
+        'price_unit': fields.float('Unit Price', required=True),
+        'price_subtotal': fields.function(_amount_line, string='Sub Total', type="float",digits_compute= dp.get_precision('Account')),
+    }
+    _defaults = {
+        'quantity' : 1,
+    }
+
+    def product_id_change(self, cr, uid, ids, product, uom_id, qty=0, name='', partner_id=False, price_unit=False, pricelist_id=False, company_id=None, context=None):
+        context = context or {}
+        uom_obj = self.pool.get('product.uom')
+        company_id = company_id or False
+        context.update({'company_id': company_id, 'force_company': company_id, 'pricelist_id': pricelist_id})
+
+        if not product:
+            return {'value': {'price_unit': 0.0}, 'domain':{'product_uom':[]}}
+        if partner_id:
+            part = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
+            if part.lang:
+                context.update({'lang': part.lang})
+
+        result = {}
+        res = self.pool.get('product.product').browse(cr, uid, product, context=context)
+        result.update({'name':res.partner_ref or False,'uom_id': uom_id or res.uom_id.id or False, 'price_unit': res.list_price or 0.0})
+        if res.description:
+            result['name'] += '\n'+res.description
+
+        res_final = {'value':result}
+        if result['uom_id'] != res.uom_id.id:
+            selected_uom = uom_obj.browse(cr, uid, result['uom_id'], context=context)
+            new_price = uom_obj._compute_price(cr, uid, res.uom_id.id, res_final['value']['price_unit'], result['uom_id'])
+            res_final['value']['price_unit'] = new_price
+        return res_final
+
+
+class account_analytic_account(osv.osv):
+    _name = "account.analytic.account"
+    _inherit = "account.analytic.account"
+
+    _columns = {
+        'recurring_invoice_line_ids': fields.one2many('account.analytic.invoice.line', 'analytic_account_id', 'Invoice Lines'),
+        'recurring_invoices' : fields.boolean('Generate recurring invoices automatically'),
+        'recurring_rule_type': fields.selection([
+            ('daily', 'Day(s)'),
+            ('weekly', 'Week(s)'),
+            ('monthly', 'Month(s)'),
+            ('yearly', 'Year(s)'),
+            ], 'Recurrency', help="Invoice automatically repeat at specified interval"),
+        'recurring_interval': fields.integer('Repeat Every', help="Repeat every (Days/Week/Month/Year)"),
+        'recurring_next_date': fields.date('Date of Next Invoice'),
+    }
+
+    _defaults = {
+        'recurring_interval': 1,
+        'recurring_next_date': lambda *a: time.strftime('%Y-%m-%d'),
+        'recurring_rule_type':'monthly'
+    }
+
+    def onchange_recurring_invoices(self, cr, uid, ids, recurring_invoices, date_start=False, context=None):
+        value = {}
+        if date_start and recurring_invoices:
+            value = {'value': {'recurring_next_date': date_start}}
+        return value
+
+    def _prepare_invoice(self, cr, uid, contract, context=None):
+        context = context or {}
+
+        inv_obj = self.pool.get('account.invoice')
+        journal_obj = self.pool.get('account.journal')
+        fpos_obj = self.pool.get('account.fiscal.position')
+        lang_obj = self.pool.get('res.lang')
+
+        if not contract.partner_id:
+            raise osv.except_osv(_('No Customer Defined!'),_("You must first select a Customer for Contract %s!") % contract.name )
+
+        fpos = contract.partner_id.property_account_position or False
+        journal_ids = journal_obj.search(cr, uid, [('type', '=','sale'),('company_id', '=', contract.company_id.id or False)], limit=1)
+        if not journal_ids:
+            raise osv.except_osv(_('Error!'),
+            _('Please define a sale journal for the company "%s".') % (contract.company_id.name or '', ))
+
+        partner_payment_term = contract.partner_id.property_payment_term and contract.partner_id.property_payment_term.id or False
+
+
+        inv_data = {
+           'reference': contract.code or False,
+           'account_id': contract.partner_id.property_account_receivable.id,
+           'type': 'out_invoice',
+           'partner_id': contract.partner_id.id,
+           'currency_id': contract.partner_id.property_product_pricelist.id or False,
+           'journal_id': len(journal_ids) and journal_ids[0] or False,
+           'date_invoice': contract.recurring_next_date,
+           'origin': contract.name,
+           'fiscal_position': fpos and fpos.id,
+           'payment_term': partner_payment_term,
+           'company_id': contract.company_id.id or False,
+        }
+        invoice_id = inv_obj.create(cr, uid, inv_data, context=context)
+
+        for line in contract.recurring_invoice_line_ids:
+
+            res = line.product_id
+            account_id = res.property_account_income.id
+            if not account_id:
+                account_id = res.categ_id.property_account_income_categ.id
+            account_id = fpos_obj.map_account(cr, uid, fpos, account_id)
+
+            taxes = res.taxes_id or False
+            tax_id = fpos_obj.map_tax(cr, uid, fpos, taxes)
+
+            if 'old_date' in context:
+                lang_ids = lang_obj.search(cr, uid, [('code', '=', contract.partner_id.lang)], context=context)
+                format = lang_obj.browse(cr, uid, lang_ids, context=context)[0].date_format
+                line.name = line.name.replace('#START#', context['old_date'].strftime(format))
+                line.name = line.name.replace('#END#', context['next_date'].strftime(format))
+
+            invoice_line_vals = {
+                'name': line.name,
+                'account_id': account_id,
+                'account_analytic_id': contract.id,
+                'price_unit': line.price_unit or 0.0,
+                'quantity': line.quantity,
+                'uos_id': line.uom_id.id or False,
+                'product_id': line.product_id.id or False,
+                'invoice_id' : invoice_id,
+                'invoice_line_tax_id': [(6, 0, tax_id)],
+            }
+            self.pool.get('account.invoice.line').create(cr, uid, invoice_line_vals, context=context)
+
+        inv_obj.button_compute(cr, uid, [invoice_id], context=context)
+        return invoice_id
+
+    def recurring_create_invoice(self, cr, uid, automatic=False, context=None):
+        context = context or {}
+        current_date =  time.strftime('%Y-%m-%d')
+
+        contract_ids = self.search(cr, uid, [('recurring_next_date','<=', current_date), ('state','=', 'open'), ('recurring_invoices','=', True)])
+        for contract in self.browse(cr, uid, contract_ids, context=context):
+
+            next_date = datetime.datetime.strptime(contract.recurring_next_date or current_date, "%Y-%m-%d")
+            interval = contract.recurring_interval
+            if contract.recurring_rule_type == 'daily':
+                old_date = next_date-relativedelta(days=+interval)
+                new_date = next_date+relativedelta(days=+interval)
+            elif contract.recurring_rule_type == 'weekly':
+                old_date = next_date-relativedelta(weeks=+interval)
+                new_date = next_date+relativedelta(weeks=+interval)
+            else:
+                old_date = next_date+relativedelta(months=+interval)
+                new_date = next_date+relativedelta(months=+interval)
+
+            context['old_date'] = old_date
+            context['next_date'] = datetime.datetime.strptime(contract.recurring_next_date or current_date,"%Y-%m-%d")
+            invoice_id = self._prepare_invoice(cr, uid, contract, context=context)
+
+            self.write(cr, uid, [contract.id], {'recurring_next_date': new_date.strftime('%Y-%m-%d')}, context=context)
+        return True
+

account_analytic_analysis_recurring/account_analytic_analysis_recurring_cron.xml

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+<?xml version="1.0" encoding='UTF-8'?>
+<openerp>
+    <data>
+
+        <record model="ir.cron" id="account_analytic_cron_for_invoice">
+           <field name="name">Generate Recurring Invoices from Contracts</field>
+           <field name="interval_number">1</field>
+           <field name="interval_type">days</field>
+           <field name="numbercall">-1</field>
+           <field name="model" eval="'account.analytic.account'"/>
+           <field name="function" eval="'recurring_create_invoice'"/>
+           <field name="args" eval="'()'"/>
+        </record>
+
+    </data>
+</openerp>

account_analytic_analysis_recurring/account_analytic_analysis_recurring_view.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+    <data>
+
+        <record id="account_analytic_account_recurring_form_form" model="ir.ui.view">
+            <field name="name">account.analytic.account.invoice.recurring.form.inherit</field>
+            <field name="model">account.analytic.account</field>
+            <field name="inherit_id" ref="account_analytic_analysis.account_analytic_account_form_form"/>
+            <field eval="40" name="priority"/>
+            <field name="arch" type="xml">
+                <group name='invoice_on_timesheets' position='after'>
+                    <separator string="Recurring Invoices" attrs="{'invisible': [('recurring_invoices','!=',True)]}"/>
+                    <div>
+                        <field name="recurring_invoices" on_change="onchange_recurring_invoices(recurring_invoices, date_start)" class="oe_inline"/>
+                        <label for="recurring_invoices" />
+                        <button class="oe_link" name="recurring_create_invoice" attrs="{'invisible': [('recurring_invoices','!=',True)]}" string=". create invoices" type="object" groups="base.group_no_one"/>
+                    </div>
+                    <group attrs="{'invisible': [('recurring_invoices','!=',True)]}">
+                        <label for="recurring_interval"/>
+                        <div>
+                            <field name="recurring_interval" class="oe_inline" attrs="{'required': [('recurring_invoices', '=', True)]}"/>
+                            <field name="recurring_rule_type" class="oe_inline" attrs="{'required': [('recurring_invoices', '=', True)]}"/>
+                        </div>
+                        <field name="recurring_next_date"/>
+                    </group>
+                    <label for="recurring_invoice_line_ids" attrs="{'invisible': [('recurring_invoices','=',False)]}"/>
+                    <div attrs="{'invisible': [('recurring_invoices','=',False)]}">
+                        <field name="recurring_invoice_line_ids">
+                            <tree string="Account Analytic Lines" editable="bottom">
+                                <field name="product_id" on_change="product_id_change(product_id, uom_id, quantity, name, parent.partner_id, price_unit, parent.pricelist_id, parent.company_id)"/>
+                                <field name="name"/>
+                                <field name="quantity"/>
+                                <field name="uom_id"/>
+                                <field name="price_unit"/>
+                                <field name="price_subtotal"/>
+                            </tree>
+                        </field>
+                    </div>
+                 </group>
+            </field>
+        </record>
+
+    </data>
+</openerp>