[IMP] installment: implemented the document upload request wizard

- Implemented document upload wizard
- Modifies the new invoice creation

installment/__manifest__.py

@@ -6,6 +6,7 @@
     "depends": ["base", "sale_subscription", "documents", "account"],
     "data": [
         "security/ir.model.access.csv",
+        "wizard/document_wizard.xml",
         "wizard/add_emi_wizard.xml",
         "views/installment_views.xml",
         "views/res_config_settings_views.xml",

installment/models/installment_installment.py

@@ -22,21 +22,16 @@ def _cron_create_invoice(self):
                 ("state", "=", "posted"),
                 ("payment_state", "=", "not_paid"),
                 ("penalty_applied", "=", False),
-                (
-                    "invoice_date_due",
-                    "<=",
-                    today - timedelta(days=delay_penalty_process),
-                ),  # filter the invoice which exceed the delay procces day
+                ("invoice_date_due", "<=", today - timedelta(days=delay_penalty_process)),
             ]
         )
         _logger.info(f" account---->>> {invoices}")
         for invoice in invoices:
             list = self._calculate_penalty(invoice.amount_total)
             for line in invoice.line_ids:
-                if (
-                    line.product_id.id
-                    == self.env.ref("installment.product_installment").id
-                ):
+                if (line.product_id.id == self.env.ref("installment.product_installment").id):
+                    sale_order = self.env['sale.order'].search([("invoice_ids","=",invoice.id)])
+                    # print(sale_order.name)
                     values = {
                         "move_type": "out_invoice",
                         "partner_id": invoice.partner_id.id,
@@ -68,14 +63,24 @@ def _cron_create_invoice(self):
                         ],
                     }
                     new_invoice = self.env["account.move"].create(values)
-                    _logger.info(new_invoice.name)
                     new_invoice.action_post()
-                    invoice.write(
-                        {
-                            "penalty_applied": True,
-                        }
-                    )
+                    _logger.info(new_invoice.name)
+                    # Set the invoice with sale order
+                    # print("Invoice set Sale Order")
+                    # print(sale_order.invoice_ids)
+                    # print(new_invoice.line_ids)
+                    try:
+                        sale_order.order_line.invoice_lines = [
+                            Command.set(new_invoice.line_ids.ids)
+                        ]
+                        # print(sale_order.name)
+                        # print(sale_order.invoice_ids)
+                    except Exception as e:
+                        _logger.info(f"{e}")
 
+                    invoice.write({
+                            "penalty_applied": True,
+                        })
                 else:
                     continue
 
@@ -85,12 +90,8 @@ def _calculate_penalty(self, amount_total):
         Return the list[ penatly amount, due process day, percentage ]
         """
         config_param = self.env["ir.config_parameter"]
-        delay_penalty_percentage = int(
-            config_param.get_param("installment.delay_penalty_percentage", default=0)
-        )
-        delay_penalty_process = int(
-            config_param.get_param("installment.delay_penalty_process", default=0)
-        )
+        delay_penalty_percentage = int(config_param.get_param("installment.delay_penalty_percentage", default=0))
+        delay_penalty_process = int(config_param.get_param("installment.delay_penalty_process", default=0))
         float_delay_penalty_percentage = delay_penalty_percentage / 100
         return [
             amount_total * float_delay_penalty_percentage,

installment/models/sale_order.py

@@ -1,92 +1,8 @@
-from odoo import models
+import logging
+from odoo import fields, models
+
+_logger = logging.getLogger(__name__)
 
 
 class SalesOrder(models.Model):
     _inherit = "sale.order"
-
-    document_mapping = {
-        "installment.nid": "National ID (NID)",
-        "installment.salary_components": "Salary Components",
-        "installment.bank_statement": "Bank Statement",
-        "installment.bank_rate_letter": "Bank Rate Letter",
-        "installment.rental_contract": "Rental Contract",
-        "installment.ownership_contract": "Ownership Contract",
-    }
-
-    def action_upload_documents(self):
-        workspace_name = "Installment"
-        sub_folder = self.name
-        existing_workspace = self.env["documents.folder"].search(
-            [("name", "=", workspace_name)], limit=1
-        )
-        if not existing_workspace:
-            new_workspace = self.env["documents.folder"].create(
-                {
-                    "name": workspace_name,
-                    "parent_folder_id": None,
-                    "description": f"Workspace for {workspace_name}",
-                    "has_write_access": True,
-                }
-            )
-            subfolder = self.env["documents.folder"].create(
-                {
-                    "name": sub_folder,
-                    "parent_folder_id": new_workspace.id,
-                    "description": f"Subfolder for {sub_folder} under {workspace_name}",
-                    "has_write_access": True,
-                }
-            )
-            self._create_document_wizard_request(subfolder)
-
-        else:
-            existing_sub_folder = self.env["documents.folder"].search(
-                [("name", "=", sub_folder)], limit=1
-            )
-            if not existing_sub_folder:
-                subfolder = self.env["documents.folder"].create(
-                    {
-                        "name": sub_folder,
-                        "parent_folder_id": existing_workspace.id,
-                        "description": f"Subfolder for {sub_folder} under {workspace_name}",
-                        "has_write_access": True,
-                    }
-                )
-                self._create_document_wizard_request(subfolder)
-            else:
-                exiting_doc_list = self.env["documents.document"].search(
-                    [("folder_id", "=", existing_sub_folder.id)]
-                )
-                # Logic for validating docs in sub folder not exist then create
-                unmatched_doc = []
-                for doc in exiting_doc_list:
-                    if doc.name not in self.document_mapping.values():
-                        unmatched_doc.append(doc.name)
-                for name in unmatched_doc:
-                    values = {
-                        "name": name,
-                        "owner_id": self.env.user.id,
-                        "partner_id": self.partner_id.id,
-                        "folder_id": subfolder.id,
-                    }
-                    self.env["documents.document"].create(values)
-
-    def _get_document_list(self):
-        config_param = self.env["ir.config_parameter"].sudo()
-        # Building document required dictionary dynamically
-        document = {
-            key.split(".")[-1]: name
-            for key, name in self.document_mapping.items()
-            if config_param.get_param(key, default=False)
-        }
-        return document
-
-    def _create_document_wizard_request(self, subfolder):
-        document_required = self._get_document_list()
-        for name in document_required.values():
-            values = {
-                "name": name,
-                "owner_id": self.env.user.id,
-                "partner_id": self.partner_id.id,
-                "folder_id": subfolder.id,
-            }
-            self.env["documents.document"].create(values)

installment/security/ir.model.access.csv

@@ -1,3 +1,4 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 installment.access_installment_installment,access_installment_installment,installment.model_installment_installment,base.group_user,1,1,1,1
-installment.access_add_emi,access_add_emi,installment.model_add_emi,base.group_user,1,1,1,1
+installment.access_add_emi,access_add_emi,installment.model_add_emi,base.group_user,1,1,1,1
+installment.access_installment_document,access_installment_document,installment.model_installment_document,base.group_user,1,1,1,1

installment/views/installment_views.xml

@@ -19,7 +19,9 @@
                 <button name="installment.action_add_emi" class="btn btn-primary" invisible="state not in ['draft']" string="Add EMI" type="action"/>
             </xpath>
             <xpath expr="//div[hasclass('oe_button_box')]" position="inside">
-                <button name="action_upload_documents" class="btn btn-primary " icon="fa-file-text" string="Document" type="object"/>
+                <!-- <button name="action_upload_documents" class="btn btn-primary " icon="fa-file-text" string="Document" type="object"/> -->
+                <button name="installment.action_document_upload" class="btn btn-primary " icon="fa-file-text" string="Document" type="action"/>
+
             </xpath>
         </field>
     </record>

installment/wizard/__init__.py

@@ -1 +1,2 @@
 from . import add_emi
+from . import document_wizard

installment/wizard/add_emi.py

@@ -17,21 +17,12 @@ def default_get(self, fields):
         active_id = self.env.context["active_id"]
         sale_order = self.env["sale.order"].browse(active_id)
         config_param = self.env["ir.config_parameter"]
-        max_duration = float(
-            config_param.get_param("installment.max_duration", default=0.0)
-        )
+        max_duration = float(config_param.get_param("installment.max_duration", default=0.0))
         if max_duration == 0:
             raise UserError("Max Duration is zero.")
-        down_payment_percentage = int(
-            config_param.get_param("installment.down_payment", default=0)
-        )
-        annual_rate = int(
-            config_param.get_param("installment.annual_rate", default=0)
-        )
-
-        administrative_expenses = int(
-            config_param.get_param("installment.administrative_expenses", default=0.0)
-        )
+        down_payment_percentage = int(config_param.get_param("installment.down_payment", default=0))
+        annual_rate = int(config_param.get_param("installment.annual_rate", default=0))
+        administrative_expenses = int(config_param.get_param("installment.administrative_expenses", default=0.0))
         # Total
         total = sale_order.amount_total
         # Down Payment calculated

installment/wizard/add_emi_wizard.xml

@@ -7,10 +7,10 @@
                 <group>
                     <field name="total_so_amount"/>
                     <field name="down_payment"/>
-                    <field name="remaining_amount" readonly='1'/>
-                    <field name="interest" readonly='1'/>
-                    <field name="number_monthly_installment" readonly='1'/>
-                    <field name="installement_amount" readonly='1'/>
+                    <field name="remaining_amount"/>
+                    <field name="interest"/>
+                    <field name="number_monthly_installment"/>
+                    <field name="installement_amount"/>
                 </group>
                 <footer>
                     <button name="add_installment" class="btn btn-primary" string="Add Installment" type="object"/>