[ADD] installment: create a module,invoice cron, doc upload wizard, i…

…nvoice - Add setting section for installment - Add wizard for Add EMI - Add Button for document module redirect - Implemented the invoice schedule when exceed the delay process day - Add the Document Upload request smart button - Add wizard for document request for sales order
odoo · Sep 20, 2024 · edaf4ae · edaf4ae
1 parent b901bee
commit edaf4ae
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Showing 21 changed files with 696 additions and 5 deletions.
diff --git a/dental/controller/controller.py b/dental/controller/controller.py
@@ -11,18 +11,24 @@ class dentalController(Controller):
     def dental_patient(self, **kwarg):
         current_user = request.env.user
         page = int(kwarg.get("page", 1))
-        total_patients = request.env["dental.patient"].sudo().search_count(
-            [("guarantor", "=", current_user.id)]
+        total_patients = (
+            request.env["dental.patient"]
+            .sudo()
+            .search_count([("guarantor", "=", current_user.id)])
         )
 
         pager = request.website.pager(
             url="/home/dental",
             total=total_patients,
             page=page,
-            step=4,
+            step=4
         )
-        patients = request.env["dental.patient"].sudo().search(
-            [("guarantor", "=", current_user.id)], limit=4, offset=pager["offset"]
+        patients = (
+            request.env["dental.patient"]
+            .sudo()
+            .search(
+                [("guarantor", "=", current_user.id)], limit=4, offset=pager["offset"]
+            )
         )
 
         return request.render(

diff --git a/estate/models/estate_property.py b/estate/models/estate_property.py
@@ -121,3 +121,9 @@ def _delete_state(self):
         for record in self:
             if record.state != "new" and record.state != "canceled":
                 raise ValidationError("can't be deleted")
+
+    def add_properties_draft(self):
+
+        for record in self:
+            if record.state == "canceled" or record.state == "offer_received":
+                record.state = "new"
diff --git a/estate/view/estate_property_views.xml b/estate/view/estate_property_views.xml
@@ -26,6 +26,7 @@
                 decoration-bf="state in ('offer_accepted')" decoration-muted="state in ('sold')">
                 <header>
                     <button string="Add offer" name="%(estate.add_offer_action)d" type="action" />
+                    <button string="Draft" name="add_properties_draft" type="object" />
                 </header>
                 <field name='sequence' widget='handle' />
                 <field name="name" string="Title" />

diff --git a/estate_account/models/estate_property.py b/estate_account/models/estate_property.py
@@ -29,3 +29,6 @@ def button_action_sold(self):
             }
         self.env["account.move"].sudo().create(invoice_vals)
         return result
+
+
+
diff --git a/installment/__init__.py b/installment/__init__.py
@@ -0,0 +1,2 @@
+from . import models
+from . import wizard
diff --git a/installment/__manifest__.py b/installment/__manifest__.py
@@ -0,0 +1,19 @@
+{
+    "name": "installment",
+    "version": "0.1",
+    "license": "LGPL-3",
+    "depends": ["base", "sale_subscription", "documents"],
+    "description": "Installment Application",
+    "installable": True,
+    "application": True,
+    "data": [
+        "security/ir.model.access.csv",
+        "views/installment_setting_view.xml",
+        "wizard/add_emi_view.xml",
+        "wizard/documents_request_view.xml",
+        "views/installment_menu.xml",
+        "views/sales_order_view.xml",
+        "data/product_data.xml",
+        "data/corn.xml",
+    ],
+}
diff --git a/installment/data/corn.xml b/installment/data/corn.xml
@@ -0,0 +1,14 @@
+<odoo>
+    <data>
+        <record model="ir.cron" id="installemnt_invoice_corn">
+            <field name="name">installemnt.invoice.corn</field>
+            <field name="model_id" ref="model_account_move"/>
+            <field name="state">code</field>
+            <field name="code">model.cron_recurring_create_invoice()</field>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="numbercall">-1</field>
+
+        </record>
+    </data>
+</odoo>
diff --git a/installment/data/product_data.xml b/installment/data/product_data.xml
@@ -0,0 +1,20 @@
+<odoo>
+    <data>
+        <record id="product_product_installment" model="product.product">
+            <field name="name">Installment</field>
+            <field name="recurring_invoice">True</field>
+        </record>
+
+        <record id="product_product_down_payment" model="product.product">
+            <field name="name">Down Payment</field>
+
+        </record>
+
+        <record id="product_product_penalty" model="product.product">
+            <field name="name">Penalty</field>
+
+        </record>
+
+
+    </data>
+</odoo>
diff --git a/installment/models/__init__.py b/installment/models/__init__.py
@@ -0,0 +1,3 @@
+from . import installment_installemnt
+from . import sale_order
+from . import account_move
diff --git a/installment/models/account_move.py b/installment/models/account_move.py
@@ -0,0 +1,84 @@
+from datetime import timedelta
+from odoo import Command, models, fields, api
+
+
+class accountMove(models.Model):
+    _inherit = "account.move"
+
+    applied_penalty = fields.Boolean(string="Applied Penalty", default=False)
+
+    @api.model
+    def cron_recurring_create_invoice(self):
+
+        today = fields.Date.today()
+        delay_penalty_process = float(
+            self.env["ir.config_parameter"]
+            .sudo()
+            .get_param("installment.delay_penalty_process")
+        )
+
+        invoices = self.env["account.move"].search(
+            [
+                ("state", "=", "posted"),
+                ("payment_state", "=", "not_paid"),
+                ("move_type", "=", "out_invoice"),
+                ("applied_penalty", "=", False),
+            ]
+        )
+        for invoice in invoices:
+
+            for line in invoice.line_ids:
+                if (
+                    line.product_id.id
+                    == self.env.ref("installment.product_product_installment").id
+                ):
+                    due_date = invoice.invoice_date_due
+
+                    penalty_start_date = due_date + timedelta(
+                        days=delay_penalty_process
+                    )
+
+                    if today >= penalty_start_date:
+                        penalty_amount = self.calculate_penalty_amount(invoice)
+
+                        invoice_vals = {
+                            "partner_id": invoice.partner_id.id,
+                            "move_type": "out_invoice",
+                            "line_ids": [
+                                Command.create(
+                                    {
+                                        "product_id": self.env.ref(
+                                            "installment.product_product_installment"
+                                        ).id,
+                                        "name": "Installment",
+                                        "price_unit": invoice.amount_total,
+                                        "tax_ids": None,
+                                    }
+                                ),
+                                Command.create(
+                                    {
+                                        "product_id": self.env.ref(
+                                            "installment.product_product_penalty"
+                                        ).id,
+                                        "name": "Penalty Charge",
+                                        "price_unit": penalty_amount,
+                                        "tax_ids": None,
+                                    }
+                                ),
+                            ],
+                        }
+                        new_invoice = (
+                            self.env["account.move"].sudo().create(invoice_vals)
+                        )
+                        new_invoice.action_post()
+                        invoice.write({"applied_penalty": True})
+
+    def calculate_penalty_amount(self, invoice):
+
+        down_penalty_percentage = float(
+            self.env["ir.config_parameter"]
+            .sudo()
+            .get_param("installment.down_penalty_percentage")
+        )
+        penalty_amount = (invoice.amount_total * down_penalty_percentage) / 100
+        return penalty_amount
diff --git a/installment/models/installment_installemnt.py b/installment/models/installment_installemnt.py
@@ -0,0 +1,39 @@
+from odoo import fields, models
+
+
+class installment(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    name = fields.Char()
+    max_duration = fields.Float(config_parameter="installment.max_duration")
+    annual_percentage_rate = fields.Float(
+        config_parameter="installment.annual_percentage_rate"
+    )
+    down_payment_percentage = fields.Float(
+        config_parameter="installment.down_payment_percentage"
+    )
+    administrative_expenses_percentage = fields.Float(
+        config_parameter="installment.administrative_expenses_percentage"
+    )
+    down_penalty_percentage = fields.Float(
+        config_parameter="installment.down_penalty_percentage"
+    )
+    delay_penalty_process = fields.Integer(
+        config_parameter="installment.delay_penalty_process"
+    )
+    nid = fields.Boolean(config_parameter="installment.nid", default=False)
+    salary_components = fields.Boolean(
+        config_parameter="installment.salary_components", default=False
+    )
+    bank_statement = fields.Boolean(
+        config_parameter="installment.bank_statement", default=False
+    )
+    bank_rate_letter = fields.Boolean(
+        config_parameter="installment.bank_rate_letter", default=False
+    )
+    rental_contract = fields.Boolean(
+        config_parameter="installment.rental_contract", default=False
+    )
+    owership_contract = fields.Boolean(
+        config_parameter="installment.owership_contract", default=False
+    )
diff --git a/installment/models/sale_order.py b/installment/models/sale_order.py
@@ -0,0 +1,5 @@
+from odoo import models
+
+
+class sale_order(models.Model):
+    _inherit = "sale.order"
diff --git a/installment/security/ir.model.access.csv b/installment/security/ir.model.access.csv
@@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+installment.access_add_emi,access_add_emi,installment.model_add_emi,base.group_user,1,1,1,1
+installment.access_documents_request,access_documents_request,installment.model_documents_request,base.group_user,1,1,1,1
diff --git a/installment/views/installment_menu.xml b/installment/views/installment_menu.xml
@@ -0,0 +1,9 @@
+<odoo>
+    <menuitem id="installment_root" name="Installment app">
+        <menuitem id="installment_configration_level_menu" name="Configration">
+            <menuitem id="installment_configuration_menu_action"
+                action="action_sale_config_settings" />
+        </menuitem>
+
+    </menuitem>
+</odoo>
diff --git a/installment/views/installment_setting_view.xml b/installment/views/installment_setting_view.xml
@@ -0,0 +1,98 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="res_installment_configuration_settings_view_form" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.inherit.installment</field>
+        <field name="model">res.config.settings</field>
+        <field name="inherit_id" ref="base.res_config_settings_view_form" />
+        <field name="arch" type="xml">
+            <xpath expr="//form" position="inside">
+                <app string="Installment" data-string="Installment" name="installment">
+                    <block title="Installment Process" name="installment_setting_container">
+                        <setting string="Max Duration" help=" Define Max Duration">
+
+                            <field name="max_duration" />
+                            <span>Years</span>
+                        </setting>
+                        <setting string="Annual Percentage Rate"
+                            help=" Define Annual Percentage Rate">
+
+                            <field name="annual_percentage_rate" />
+                            <span>% Per Years</span>
+                        </setting>
+                        <setting string="Down Payment Percentage"
+                            help=" Define Down Payment Percentage">
+
+                            <field name="down_payment_percentage" />
+                            <span>% From Product Price</span>
+                        </setting>
+                        <setting string="Administrative Expenses Percentage"
+                            help=" Define Administrative Expenses Percentage">
+
+                            <field name="administrative_expenses_percentage" />
+                            <span>% From Amount After D.Payment</span>
+                        </setting>
+                        <setting string="Down Penalty Percentage"
+                            help=" Define Down Penalty Percentage ">
+
+                            <field name="down_penalty_percentage" />
+                            <span>% From Monthly Amount</span>
+                        </setting>
+                        <setting string="Delay Penalty Process"
+                            help=" Define Delay Penalty Process ">
+
+                            <field name="delay_penalty_process" />
+                            <span
+                                help="Delay Penalty percentage will be applied after exceed the delay process period">
+                                Days</span>
+                            <div class="text-muted">
+                                Delay Penalty percentage will be applied after exceed the delay
+                                process period
+                            </div>
+                        </setting>
+                    </block>
+
+                    <block title="Needed Documents" name="needed_documents_setting_container">
+                        <setting string="Nid">
+
+                            <field name="nid" />
+                        </setting>
+                        <setting string="Salary Components">
+
+                            <field name="salary_components" />
+                        </setting>
+                        <setting string="Bank Statement">
+
+                            <field name="bank_statement" />
+                        </setting>
+                        <setting string="Bank Rate Letter">
+
+                            <field name="bank_rate_letter" />
+                        </setting>
+                        <setting string="Rental Contract">
+
+                            <field name="rental_contract" />
+                        </setting>
+                        <setting string="Owership Contract">
+
+                            <field name="owership_contract" />
+
+                        </setting>
+
+                    </block>
+                </app>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="action_sale_config_settings" model="ir.actions.act_window">
+        <field name="name">Settings</field>
+        <field name="res_model">res.config.settings</field>
+        <field name="view_id" ref="res_installment_configuration_settings_view_form" />
+        <field name="view_mode">form</field>
+        <!-- <field name="target">inline</field> -->
+
+
+    </record>
+
+</odoo>
diff --git a/installment/views/sales_order_view.xml b/installment/views/sales_order_view.xml
@@ -0,0 +1,19 @@
+<odoo>
+    <record id="view_sales_order_form" model="ir.ui.view">
+        <field name="name">sale.order.form</field>
+        <field name="model">sale.order</field>
+        <field name="inherit_id" ref="sale.view_order_form" />
+        <field name="arch" type="xml">
+            <xpath expr="//div[@name='so_button_below_order_lines']/button" position="before">
+                <button name="%(installment.add_emi_action)s" type="action" string="Add EMI" />
+            </xpath>
+
+            <xpath expr="//div[hasclass('oe_button_box')]" position="inside">
+                <button name="%(action_upload_documents)s" type="action" string="Add Documents"
+                    class="oe_stat_button"
+                    icon="fa-file-pdf-o" />
+            </xpath>
+        </field>
+    </record>
+
+</odoo>
diff --git a/installment/wizard/__init__.py b/installment/wizard/__init__.py
@@ -0,0 +1,2 @@
+from . import add_emi
+from . import document_request