diff --git a/purchase_recurring_orders/README.rst b/purchase_recurring_orders/README.rst new file mode 100755 index 000000000..54a84c23b --- /dev/null +++ b/purchase_recurring_orders/README.rst @@ -0,0 +1,48 @@ +.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg + :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +Purchase Recurring Orders +========================= +This module allows you to create recurring orders for purchases. + +Configuration +============= +No additional configuration required + +Company +------- +* `Cybrosys Techno Solutions `__ + +License +------- +Affero General Public License v3.0 (AGPL v3) + +https://www.gnu.org/licenses/agpl-3.0-standalone.html + +Credits +------- +Developer: (V14) Ruksana P, Contact:odoo@cybrosys.com + +Contacts +-------- +* Mail Contact : odoo@cybrosys.com +* Website : https://cybrosys.com + +Bug Tracker +----------- +Bugs are tracked on GitHub Issues. In case of trouble, please check there if +your issue has already been reported. + +Maintainer +========== +.. image:: https://cybrosys.com/images/logo.png + :target: https://cybrosys.com + +This module is maintained by Cybrosys Technologies. + +For support and more information, please visit `Our Website `__ + +Further information +=================== +HTML Description: ``__ diff --git a/purchase_recurring_orders/__init__.py b/purchase_recurring_orders/__init__.py new file mode 100644 index 000000000..3868ed998 --- /dev/null +++ b/purchase_recurring_orders/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import models +from . import wizards diff --git a/purchase_recurring_orders/__manifest__.py b/purchase_recurring_orders/__manifest__.py new file mode 100644 index 000000000..0ddb834bc --- /dev/null +++ b/purchase_recurring_orders/__manifest__.py @@ -0,0 +1,48 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +{ + 'name': 'Purchase Recurring Orders', + 'version': '14.0.1.0.0', + 'category': 'Purchases', + 'summary': 'Helps to create purchase recurring orders', + 'description': """ This module Helps to create recurring orders for + Purchases based on the information provided.""", + 'author': 'Cybrosys Techno Solutions', + 'company': 'Cybrosys Techno Solutions', + 'maintainer': 'Cybrosys Techno Solutions', + 'website': 'https://www.cybrosys.com', + 'depends': ['purchase'], + 'data': [ + 'security/ir.model.access.csv', + 'data/ir_cron_data.xml', + 'data/ir_sequence_data.xml', + 'wizards/agreement_renewal_views.xml', + 'views/purchase_recurring_agreement_views.xml', + 'views/purchase_order_views.xml', + 'views/res_partner_views.xml', + ], + 'images': ['static/description/banner.png'], + 'license': 'AGPL-3', + 'installable': True, + 'auto_install': False, + 'application': False, +} diff --git a/purchase_recurring_orders/data/ir_cron_data.xml b/purchase_recurring_orders/data/ir_cron_data.xml new file mode 100644 index 000000000..b8c1083c9 --- /dev/null +++ b/purchase_recurring_orders/data/ir_cron_data.xml @@ -0,0 +1,44 @@ + + + + + Prolongation Check for Recurring Orders + Agreements + + + ir.actions.server + code + model.revise_agreements_expirations_planned() + + 1 + + days + -1 + + + + Confirm Current Orders + + ir.actions.server + code + model.confirm_current_orders_planned() + 1 + + days + -1 + + + + Generate Recurring Orders for Next Year + + ir.actions.server + code + model.generate_next_orders_planned() + 1 + days + -1 + + + diff --git a/purchase_recurring_orders/data/ir_sequence_data.xml b/purchase_recurring_orders/data/ir_sequence_data.xml new file mode 100644 index 000000000..2508d160f --- /dev/null +++ b/purchase_recurring_orders/data/ir_sequence_data.xml @@ -0,0 +1,11 @@ + + + + + Agreement Sequence + purchase.r_o.agreement.sequence + 4 + AG-%(y)s- + + + diff --git a/purchase_recurring_orders/doc/RELEASE_NOTES.md b/purchase_recurring_orders/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..7dbc0e649 --- /dev/null +++ b/purchase_recurring_orders/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 14.08.2023 +#### Version 14.0.1.0.0 +#### ADD +- Initial commit for Purchase Recurring Orders diff --git a/purchase_recurring_orders/models/__init__.py b/purchase_recurring_orders/models/__init__.py new file mode 100644 index 000000000..ca92c9985 --- /dev/null +++ b/purchase_recurring_orders/models/__init__.py @@ -0,0 +1,26 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from . import agreement_renewal_line +from . import purchase_order +from . import purchase_recurring_agreement +from . import recurring_agreement_line +from . import res_partner diff --git a/purchase_recurring_orders/models/agreement_renewal_line.py b/purchase_recurring_orders/models/agreement_renewal_line.py new file mode 100644 index 000000000..e88b1f961 --- /dev/null +++ b/purchase_recurring_orders/models/agreement_renewal_line.py @@ -0,0 +1,36 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from odoo import fields, models + + +class AgreementRenewalLine(models.Model): + """ Purchase recurring agreement renewal records """ + _name = 'agreement.renewal.line' + _description = "Purchase Agreement Renewal Records" + + recurring_agreement_id = fields.Many2one('purchase.recurring.agreement', + string='Agreement Reference', + ondelete='cascade', + help='Recurring agreement for ' + 'renewal') + date = fields.Datetime(string='Date', help="Date of the Renewal") + comments = fields.Char(string='Comments', size=200, help='Renewal comments') diff --git a/purchase_recurring_orders/models/purchase_order.py b/purchase_recurring_orders/models/purchase_order.py new file mode 100644 index 000000000..fd813b46f --- /dev/null +++ b/purchase_recurring_orders/models/purchase_order.py @@ -0,0 +1,83 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from odoo import api, fields, models + + +class PurchaseOrder(models.Model): + """ Purchase order inherited for adding two fields is_agreement and + recurring_agreement_id """ + _inherit = 'purchase.order' + + is_agreement = fields.Boolean(string='From Agreement?', copy=False, + help="Checking this box represents that " + "purchase order is from agreement.") + recurring_agreement_id = fields.Many2one('purchase.recurring.agreement', + string='Agreement Reference', + help="This indicates the Purchase" + " Agreement", + ondelete='restrict') + + @api.model + def _prepare_agreement_vals(self, order): + """ Method for creating agreement values""" + return { + 'partner_id': order.partner_id.id, + 'company_id': order.company_id.id, + 'start_date': fields.Datetime.now(), + } + + @api.model + def _prepare_agreement_line_vals(self, order_ids, agreement): + """ Returns the Agreement Line Values in a Dictionary Format""" + return { + 'recurring_agreement_id': agreement.id, + 'product_id': order_ids.product_id.id, + 'quantity': order_ids.product_qty, + } + + def action_generate_agreement(self): + """Generates Purchase Recurring Agreement""" + agreements = [] + for purchase_order in self: + agreement_vals = self._prepare_agreement_vals(purchase_order) + agreement = self.env[ + 'purchase.recurring.agreement'].create(agreement_vals) + agreements.append(agreement) + for order_id in purchase_order.order_line: + agreement_line_vals = self._prepare_agreement_line_vals( + order_id, agreement) + self.env['recurring.agreement.line'].create(agreement_line_vals) + if len(agreements) == 1: + view = self.env.ref( + 'purchase_recurring_orders.' + 'purchase_recurring_agreement_view_form') + return { + 'type': 'ir.actions.act_window', + 'view_mode': 'form', + 'res_model': 'purchase.recurring.agreement', + 'views': [(view.id, 'form')], + 'view_id': view.id, + 'target': 'new', + 'res_id': agreement[0].id, + 'nodestroy': True, + } + return True diff --git a/purchase_recurring_orders/models/purchase_recurring_agreement.py b/purchase_recurring_orders/models/purchase_recurring_agreement.py new file mode 100644 index 000000000..87e8086ca --- /dev/null +++ b/purchase_recurring_orders/models/purchase_recurring_agreement.py @@ -0,0 +1,403 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from datetime import timedelta +from dateutil.relativedelta import relativedelta +from odoo import api, exceptions, fields, models, _ + + +class PurchaseRecurringAgreement(models.Model): + """Model for generating purchase recurring agreement""" + _name = 'purchase.recurring.agreement' + _inherit = 'mail.thread' + _description = "Purchase Recurring Agreement" + + def _default_company_id(self): + """Returns the Current Company id""" + company = self.env['res.company']._company_default_get('purchase') + return company + + name = fields.Char(string='Sequence Number', index=True, size=32, + help="Number of agreement. Keep empty to get the " + "number assigned by a sequence.", copy=False, + default=_('New'), readonly=True) + active = fields.Boolean(string='Active', default=True, + help='Unchecking this field, quotation for ' + 'corresponding product is not generated') + partner_id = fields.Many2one('res.partner', string='Supplier', index=True, + change_default=True, required=True, + help="Supplier you are making the agreement") + company_id = fields.Many2one('res.company', string='Company', required=True, + help="Company that signs the agreement", + default=_default_company_id) + start_date = fields.Date(string='Start Date', index=True, copy=False, + help="Beginning of the agreement. Keep empty to " + "use the current date") + prolong = fields.Selection( + selection=[('recurrent', 'Renewable Fixed Term'), + ('unlimited', 'Unlimited Term'), + ('fixed', 'Fixed Term')], + string='Prolongation', default='unlimited', + help="Sets the term of the agreement. 'Renewable fixed term': It sets " + "a fixed term, but with possibility of manual renew; 'Unlimited " + "term': Renew is made automatically; 'Fixed term': The term is " + "fixed and there is no possibility to renew.") + end_date = fields.Date(string='End date', help="End Date of the Agreement") + prolong_interval = fields.Integer( + string='Interval', default=1, + help="Interval in time units to prolong the agreement until new " + "renewable (that is automatic for unlimited term, manual for " + "renewable fixed term).") + prolong_unit = fields.Selection([('days', 'Days'), ('weeks', 'Weeks'), + ('months', 'Months'), ('years', 'Years')], + string='Interval Unit', default='years', + help='Time unit for the prolongation ' + 'interval') + agreement_line_ids = fields.One2many('recurring.agreement.line', + inverse_name='recurring_agreement_id', + string='Agreement Lines', + help='Agreement product records') + order_ids = fields.One2many('purchase.order', copy=False, readonly=True, + inverse_name='recurring_agreement_id', + string='Orders') + renewal_ids = fields.One2many('agreement.renewal.line', readonly=True, + copy=False, sring='Renewal Lines', + help='Renewal records', + inverse_name='recurring_agreement_id') + last_renovation_date = fields.Datetime( + string='Last Renovation Date', + help="Last date when agreement was renewed (same as start date if not " + "renewed)") + next_expiration_date = fields.Datetime( + compute="_compute_next_expiration_date", + help="Date when agreement will expired ", + string='Next Expiration Date') + state = fields.Selection([('empty', 'Without Orders'), + ('first', 'First Order Created'), + ('orders', 'With Orders')], string='State', + readonly=True, default='empty', + help="Indicates the state of recurring agreement") + renewal_state = fields.Selection([('not_renewed', 'Agreement not Renewed'), + ('renewed', 'Agreement Renewed')], + string='Renewal State', readonly=True, + help="Renewal status of the recurring" + " agreement", default='not_renewed') + notes = fields.Text('Notes', help="Notes regarding renewal agreement") + order_count = fields.Integer(compute='_compute_order_count', + string='Order Count', + help="Indicates the no. of orders generated " + "with this agreement") + _sql_constraints = [ + ('name_uniq', 'unique(name)', 'Agreement Number Must be Unique !'), + ] + + @api.model + def _get_next_term_date(self, date, unit, interval): + """Returns the Next Term Date""" + if unit == 'days': + date = date + timedelta(days=interval) + elif unit == 'weeks': + date = date + timedelta(weeks=interval) + elif unit == 'months': + date = date + relativedelta(months=interval) + elif unit == 'years': + date = date + relativedelta(years=interval) + return date + + def _compute_next_expiration_date(self): + """Calculates the Next Expiration Date According to the Prolongation + Unit Chosen""" + for agreement in self: + if agreement.prolong == 'fixed': + agreement.next_expiration_date = agreement.end_date + elif agreement.prolong == 'unlimited': + now = fields.Date.from_string(fields.Datetime.today()) + date = self._get_next_term_date( + fields.Date.from_string(agreement.start_date), + agreement.prolong_unit, agreement.prolong_interval) + while date < now: + date = self._get_next_term_date( + date, agreement.prolong_unit, + agreement.prolong_interval) + agreement.next_expiration_date = date + else: + agreement.next_expiration_date = self._get_next_term_date( + fields.Datetime.from_string( + agreement.last_renovation_date or + agreement.start_date), + agreement.prolong_unit, agreement.prolong_interval) + + def _compute_order_count(self): + """Finds the count of orders generated from the Agreement""" + for record in self: + record.order_count = self.env['purchase.order'].search_count( + [('recurring_agreement_id', '=', self.id)]) + + @api.constrains('start_date', 'end_date') + def _check_dates(self): + """Method for ensuring start date will be always less than + or equal to end date""" + for record in self: + if record.end_date and record.end_date < record.start_date: + raise exceptions.Warning( + _('Agreement End Date must be Greater than Start Date')) + + @api.model + def create(self, vals): + """Function that supering create function""" + if not vals.get('start_date'): + vals['start_date'] = fields.Datetime.today() + if vals.get('name', _('New')) == _('New'): + vals['name'] = self.env['ir.sequence'].get( + 'purchase.r_o.agreement.sequence') + return super().create(vals) + + def write(self, vals): + """Function that supering write function""" + value = super().write(vals) + if (any(vals.get(x) is not None for x in + ['active', 'name', 'agreement_line_ids', 'prolong', + 'end_date', + 'prolong_interval', 'prolong_unit', 'partner_id'])): + self.unlink_orders(fields.Datetime.today()) + return value + + @api.returns('self', lambda value: value.id) + def copy(self, default=None): + default = dict(default or {}) + if 'name' not in default: + default['name'] = _("%s (Copy)") % self.name + return super().copy(default=default) + + def unlink(self): + """Function that supering unlink function which will unlink Self and + the Current record""" + for agreement in self: + if any(agreement.mapped('order_ids')): + raise exceptions.Warning( + _('You Cannot Remove Agreements with Confirmed Orders!')) + self.unlink_orders(fields.Datetime.from_string(fields.Datetime.today())) + return models.Model.unlink(self) + + @api.onchange('start_date') + def _onchange_last_renovation_date(self): + """Method for updating last renovation date""" + self.last_renovation_date = self.start_date + + @api.model + def revise_agreements_expirations_planned(self): + """Method for changing the prolong as unlimited""" + for agreement in self.search([('prolong', '=', 'unlimited')]): + if agreement.next_expiration_date <= fields.Datetime.today(): + agreement.write({'prolong': 'unlimited'}) + return True + + @api.model + def _prepare_purchase_order_vals(self, agreement, date): + """Creates purchase order values""" + # Order Values + order_vals = {'date_order': date, + 'origin': agreement.name, + 'partner_id': agreement.partner_id.id, + 'state': 'draft', 'company_id': agreement.company_id.id, + 'is_agreement': True, + 'recurring_agreement_id': agreement.id, + 'date_planned': date, + 'payment_term_id': agreement.partner_id. + property_supplier_payment_term_id.id, + 'currency_id': + agreement.partner_id.property_purchase_currency_id.id + or self.env.user.company_id.currency_id.id, + 'user_id': agreement.partner_id.user_id.id} + return order_vals + + @api.model + def _prepare_purchase_order_line_vals(self, agreement_line_ids, order): + """Returns the Purchase Order Line Values as a Dictionary Which can be + Used While creating the Purchase Order""" + product = agreement_line_ids.product_id + product_lang = product.with_context({ + 'lang': order.partner_id.lang, + 'partner_id': order.partner_id.id, + }) + fpos = order.fiscal_position_id + # Order Line Values as a Dictionary + order_line_vals = { + 'order_id': order.id, + 'product_id': product.id, + 'product_qty': agreement_line_ids.quantity, + 'date_planned': order.date_planned, + 'price_unit': product._get_tax_included_unit_price( + order.company_id, order.currency_id, order.date_order, + 'purchase', + fiscal_position=order.fiscal_position_id, + product_uom=product.uom_po_id), + 'product_uom': product.uom_po_id.id or product.uom_id.id, + 'name': product_lang.display_name, + 'taxes_id': fpos.map_tax( + product.supplier_taxes_id.filtered( + lambda r: r.company_id.id == self.company_id.id).ids) + } + # product price changed if specific price is added + if agreement_line_ids.specific_price: + order_line_vals['price_unit'] = agreement_line_ids.specific_price + order_line_vals['taxes_id'] = [ + (6, 0, tuple(order_line_vals['taxes_id']))] + # product price changed if specific price is added + if agreement_line_ids.additional_description: + order_line_vals['name'] += " %s" % ( + agreement_line_ids.additional_description) + return order_line_vals + + def create_order(self, date, agreement_lines): + """Create Purchase Order from Recurring Agreement """ + self.ensure_one() + order_line_obj = self.env['purchase.order.line'].with_context( + company_id=self.company_id.id) + order_vals = self._prepare_purchase_order_vals(self, date) + order = self.env['purchase.order'].create(order_vals) + for agreement_line in agreement_lines: + # Create Purchase Order Line Values + order_line_vals = self._prepare_purchase_order_line_vals( + agreement_line, order) + order_line_obj.create(order_line_vals) + agreement_lines.write({'last_order_date': fields.Datetime.today()}) + if self.state != 'orders': + self.state = 'orders' + return order + + def _get_next_order_date(self, line, start_date): + """Return The date of Next Purchase order generated from the + Agreement""" + self.ensure_one() + next_date = fields.Datetime.from_string(self.start_date) + while next_date <= start_date: + next_date = self._get_next_term_date( + next_date, line.ordering_unit, line.ordering_interval) + return next_date + + def generate_agreement_orders(self, start_date, end_date): + """Method for generating agreement orders""" + self.ensure_one() + if not self.active: + return + lines_to_order = {} + # Get next expiration date + exp_date = fields.Datetime.from_string(self.next_expiration_date) + if exp_date < end_date and self.prolong != 'unlimited': + end_date = exp_date + for line in self.agreement_line_ids: + if not line.is_active: + continue + # Get Date of Next Order + next_order_date = self._get_next_order_date(line, start_date) + while next_order_date <= end_date: + if not lines_to_order.get(next_order_date): + lines_to_order[next_order_date] = self.env[ + 'recurring.agreement.line'] + lines_to_order[next_order_date] |= line + next_order_date = self._get_next_order_date( + line, next_order_date) + dates = lines_to_order.keys() + sorted(dates) + for date in dates: + order = self.order_ids.filtered( + lambda x: ( + fields.Date.to_string( + fields.Datetime.from_string(x.date_order)) == + fields.Date.to_string(date))) + if not order: + self.create_order( + fields.Datetime.to_string(date), lines_to_order[date]) + + @api.model + def generate_next_orders_planned(self, years=1, start_date=None): + """Method for generating the planned orders""" + if start_date: + start_date = fields.Datetime.from_string(start_date) + self.search([]).generate_next_orders( + years=years, start_date=start_date) + + def action_generate_next_year_orders(self): + """This will Generate Orders for Next year""" + return self.generate_next_orders(years=1) + + def generate_next_orders(self, years=1, start_date=None): + if not start_date: + start_date = fields.Datetime.from_string(fields.Date.today()) + end_date = start_date + relativedelta(years=years) + for agreement in self: + agreement.generate_agreement_orders(start_date, end_date) + return True + + @api.model + def confirm_current_orders_planned(self): + """This will Confirm All Orders satisfying the Domain""" + tomorrow = fields.Date.to_string( + fields.Datetime.from_string(fields.Datetime.today()) + timedelta( + days=1)) + orders = self.env['purchase.order'].search([ + ('recurring_agreement_id', '!=', False), + ('state', 'in', ('draft', 'sent')), + ('date_order', '<', tomorrow) + ]) + for order in orders: + order.signal_workflow('order_confirm') + + def unlink_orders(self, start_date): + """ Remove the relation between ``self`` and the related record.""" + orders = self.mapped('order_ids').filtered( + lambda x: (x.state in ('draft', 'sent') and + x.date_order >= start_date)) + orders.unlink() + + def action_generate_initial_order(self): + """This will generate the Initial purchase Order from the Purchase + Agreement""" + self.ensure_one() + agreement_lines = self.mapped('agreement_line_ids').filtered( + 'is_active') + order = self.create_order(self.start_date, agreement_lines) + self.write({'state': 'first'}) + order.button_confirm() + return { + 'domain': "[('id', '=', %s)]" % order.id, + 'view_type': 'form', + 'view_mode': 'form', + 'res_model': 'purchase.order', + 'context': self.env.context, + 'res_id': order.id, + 'view_id': [self.env.ref('purchase.purchase_order_form').id], + 'type': 'ir.actions.act_window', + 'nodestroy': True + } + + def action_view_purchase_orders(self): + """Returns All Orders Generated from the Agreement""" + self.ensure_one() + return { + 'type': 'ir.actions.act_window', + 'name': 'Orders', + 'views': [[False, 'tree'], [False, 'form']], + 'res_model': 'purchase.order', + 'domain': [('recurring_agreement_id', '=', self.id)], + 'context': "{'create': False}" + } diff --git a/purchase_recurring_orders/models/recurring_agreement_line.py b/purchase_recurring_orders/models/recurring_agreement_line.py new file mode 100644 index 000000000..247a43edf --- /dev/null +++ b/purchase_recurring_orders/models/recurring_agreement_line.py @@ -0,0 +1,73 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from odoo import fields, models +from odoo.addons.base.models.decimal_precision import dp + + +class RecurringAgreementLine(models.Model): + """Model generating purchase recurring agreement line""" + _name = 'recurring.agreement.line' + _description = 'Recurring Agreement Records' + + is_active = fields.Boolean(string='Active', default=True, + help='Unchecking this field, this quotation for' + 'this product is not generated') + recurring_agreement_id = fields.Many2one('purchase.recurring.agreement', + string='Agreement Reference', + ondelete='cascade', + help="The Corresponding purchase" + " order agreement") + product_id = fields.Many2one('product.product', string='Product', + ondelete='restrict', required=True) + uom_id = fields.Many2one(related='product_id.product_tmpl_id.uom_id', + help="UOM of the product", string="Uom") + additional_description = fields.Char(string='Description', size=30, + help='Additional description that will' + ' be added to the product ' + 'description on orders.') + quantity = fields.Float(string='Quantity', required=True, + help='Quantity of the product', default=1.0) + ordering_interval = fields.Integer(string='Interval', required=True, + help="Interval in time units for making" + " an order of this product", + default=1) + ordering_unit = fields.Selection([('days', 'Days'), ('weeks', 'Weeks'), + ('months', 'Months'), ('years', 'Years')], + string='Interval Unit', required=True, + help="It indicated the recurring time unit" + , default='months') + last_order_date = fields.Datetime(help='Date of the last Purchase order ' + 'generated', string='Last Order') + specific_price = fields.Float( + string='Specific Price', + digits_compute=dp.get_precision('Purchase Price'), + help='Specific price for this product. Keep empty to use the list ' + 'price while generating order') + list_price = fields.Float(related='product_id.list_price', readonly=True, + string="List Price", help='Unit price of product') + + _sql_constraints = [ + ('line_qty_zero', 'CHECK (quantity > 0)', + 'All product quantities must be greater than 0.\n'), + ('line_interval_zero', 'CHECK (ordering_interval > 0)', + 'All ordering intervals must be greater than 0.\n'), + ] diff --git a/purchase_recurring_orders/models/res_partner.py b/purchase_recurring_orders/models/res_partner.py new file mode 100644 index 000000000..2818b992a --- /dev/null +++ b/purchase_recurring_orders/models/res_partner.py @@ -0,0 +1,38 @@ +# -*- coding: utf-8 -*- +################################################################################ +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2023-TODAY Cybrosys Technologies(). +# Author: Ruksana P (odoo@cybrosys.com) +# +# You can modify it under the terms of the GNU AFFERO +# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. +# +# 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 (AGPL v3) for more details. +# +# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE +# (AGPL v3) along with this program. +# If not, see . +# +################################################################################ +from odoo import models + + +class ResPartner(models.Model): + """ Inherited for adding new smart button purchase agreement""" + _inherit = 'res.partner' + + def action_purchase_agreement(self): + """Method of agreement smart button """ + return { + 'name': 'agreements', + 'type': 'ir.actions.act_window', + 'res_model': 'purchase.recurring.agreement', + 'view_mode': 'tree,form', + 'view_id': False, + 'domain': [('partner_id', '=', self.id)] + } diff --git a/purchase_recurring_orders/security/ir.model.access.csv b/purchase_recurring_orders/security/ir.model.access.csv new file mode 100644 index 000000000..07503f41c --- /dev/null +++ b/purchase_recurring_orders/security/ir.model.access.csv @@ -0,0 +1,5 @@ +id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink +access_purchase_recurring_agreement,access.purchase.recurring.agreement,model_purchase_recurring_agreement,purchase.group_purchase_user,1,1,1,1 +access_recurring_agreement_line,access.recurring.agreement.line,model_recurring_agreement_line,purchase.group_purchase_user,1,1,1,1 +access_agreement_renewal_line,access.agreement.renewal.line,model_agreement_renewal_line,purchase.group_purchase_user,1,1,1,1 +access_agreement_renewal,access.agreement.renewal,model_agreement_renewal,purchase.group_purchase_user,1,1,1,1 diff --git a/purchase_recurring_orders/static/description/assets/icons/check.png b/purchase_recurring_orders/static/description/assets/icons/check.png new file mode 100644 index 000000000..c8e85f51d Binary files /dev/null and b/purchase_recurring_orders/static/description/assets/icons/check.png differ diff --git a/purchase_recurring_orders/static/description/assets/icons/chevron.png 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+ +
+ +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
+
+ + +

+ Purchase Recurring Orders

+

+ Helps To Create Recurring Orders For Purchases Based On The Information + Provided

+ + +
+ + +
+
+ +
+

+ Explore This + Module

+
+ + + + +
+
+ +
+

+ Overview +

+
+
+
+ This module is useful to create recurring orders for Purchases based + on information(prolongation, Interval, etc.,) provided. + +
+
+ + + +
+
+ +
+

+ Features +

+
+
+
+
+ + Creates recurring orders for purchase +
+
+ + Scheduled action for creating recurring orders +
+ +
+
+ + + +
+
+ +
+

+ Screenshots +

+
+
+
+
+

+ Menu for viewing and creating Recurring Order Agreements

+ + +
+
+

+ Create Recurring Order Agreement

+

Create new recurring order agreement by filling the details in + the form and add the products in Agreement Order Line.

+ +
+
+

+ Generate Initial Order

+

Click on the Generate Initial Order button for generating the + first order.

+ + +
+
+

+ Initial order generated

+

+ First Purchase Order Generated according to the details added in + the Recurring purchase agreement. +

+ +
+
+

+ Smart button for Orders

+

+ We can see all orders created from the recurring purchase + agreement from the smart button which shows the number of + orders. +

+ +
+
+

+ Generate Next year Orders

+

+ It is possible to create next year orders at one click. +

+ +
+
+

+ Number of Orders increased +

+ +
+
+

+ Generated Orders

+

+ All orders generated including Initial and Next year Orders. +

+ +
+
+

+ Renew Agreement

+ +
+
+

+ Update the Comments for Agreement Renewal

+ + +
+
+

+ Fixed Term Purchase Recurring Agreement

+

+ Enter the start and end date of fixed term agreement. +

+ + +
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+ Scheduled Action for generating Recurring Orders for Next + Year

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+ Generate Agreement button in Purchase Order

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+ Current Purchase Order set as new Purchase Agreement.

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+ diff --git a/purchase_recurring_orders/views/purchase_order_views.xml b/purchase_recurring_orders/views/purchase_order_views.xml new file mode 100644 index 000000000..70d0c1e36 --- /dev/null +++ b/purchase_recurring_orders/views/purchase_order_views.xml @@ -0,0 +1,31 @@ + + + + + + purchase.order.view.form.inherit.purchase.recurring.orders + + purchase.order + + + + + + + + purchase.order.view.list.inherit.purchase.recurring.orders + + purchase.order + + + + + + + + + diff --git a/purchase_recurring_orders/views/purchase_recurring_agreement_views.xml b/purchase_recurring_orders/views/purchase_recurring_agreement_views.xml new file mode 100644 index 000000000..0596bb25c --- /dev/null +++ b/purchase_recurring_orders/views/purchase_recurring_agreement_views.xml @@ -0,0 +1,172 @@ + + + + + purchase.recurring.agreement.view.tree + purchase.recurring.agreement + tree + + + + + + + + + + + + + + + purchase.recurring.agreement.view.form + purchase.recurring.agreement + 6 + +
+
+
+ +
+ +
+
+

+ +

+
+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
+ + +
+ + +
+ +
+ + + + purchase.recurring.agreement.view.search + purchase.recurring.agreement + + + + + + + + + + Recurring Order Agreement + purchase.recurring.agreement + tree,form + +

+ Click to set a new agreement. +

+

+ Agreements are the way you define the commercial relation with + your customers which specify certain + products/services that you are providing them which requires a + recurring order. +

+
+
+ + + diff --git a/purchase_recurring_orders/views/res_partner_views.xml b/purchase_recurring_orders/views/res_partner_views.xml new file mode 100644 index 000000000..32e0b2dae --- /dev/null +++ b/purchase_recurring_orders/views/res_partner_views.xml @@ -0,0 +1,21 @@ + + + + + + res.partner.view.form.inherit.purchase.recurring.orders + + res.partner + + + + +