# -*- coding: utf-8 -*- ############################################################################# # # Cybrosys Technologies Pvt. Ltd. # # Copyright (C) 2023-TODAY Cybrosys Technologies(). # Author: Jumana Haseen @cybrosys(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, _, Command from odoo.exceptions import UserError, ValidationError class InsuranceDetails(models.Model): """This class creates a model 'insurance.details' and added fields """ _name = 'insurance.details' _description = "Insurance Details" name = fields.Char( string='Name', required=True, copy=False, readonly=True, index=True, default=lambda self: _('New'), help="Sequence of insurance created") partner_id = fields.Many2one('res.partner', string='Customer', required=True, help="Partner related to insurance") start_date = fields.Date( string='Date Started', default=fields.Date.context_today, required=True, help="Start date of insurance") close_date = fields.Date(string='Date Closed', readonly=True, help="End date of insurance") invoice_ids = fields.One2many('account.move', 'insurance_id', string='Invoices', readonly=True, help="Invoices related to insurance ") employee_id = fields.Many2one( 'employee.details', string='Agent', required=True, help="Agent related to the insurance") commission_rate = fields.Float(string='Commission Percentage', help="Give the commission rate of" " insurance to the agent",) policy_id = fields.Many2one( 'policy.details', string='Policy', required=True, help="Select the policy details and the policy preferred") payment_type = fields.Selection( [('fixed', 'Fixed'), ('installment', 'Installment')], required=True, default='fixed', help="Select the policy type") policy_duration = fields.Integer(string='Duration in months', required=True, help="Specify the policy duration to" " which this policy exists") currency_id = fields.Many2one( 'res.currency', string='Currency', required=True, default=lambda self: self.env.user.company_id.currency_id.id, help="Give the currency") amount = fields.Monetary(related='policy_id.amount', string='Amount', help="The amount for the policy based " "on policy selected") amount_installment = fields.Monetary(string="Installment Amount", compute="_compute_amount", required=True, help="Give the installment" " amount for the policy") amount_remaining = fields.Monetary(string='Amount remaining', compute='_compute_amount_remaining') state = fields.Selection( [('draft', 'Draft'), ('confirmed', 'Confirmed'), ('closed', 'Closed')], required=True, default='draft', help="State of insurance") hide_inv_button = fields.Boolean(copy=False) note_field = fields.Html(string='Comment', help="Give the notes") policy_number = fields.Integer(string="Policy Number", required=True, help="Policy number is a unique number that" "an insurance company uses to identify" "you as a policyholder") @api.depends('amount', 'policy_duration') def _compute_amount(self): for record in self: if record.policy_duration != 0: record.amount_installment = ( record.amount / record.policy_duration) else: record.amount_installment = 0.0 @api.depends('amount', 'amount_installment', 'invoice_ids.amount_total') def _compute_amount_remaining(self): for record in self: total_invoice_amount = sum( record.invoice_ids.mapped('amount_total')) total_amount = record.amount record.amount_remaining = total_amount - total_invoice_amount @api.constrains('commission_rate') def _check_commission_rate(self): """This function defines a constraint that ensures the ' commission_rate' attribute of objects meets certain criteria. If any object violates the constraint by having a 'commission_rate' that falls outside the range of 1 to 100, a validation error is raised, """ if self.filtered( lambda reward: ( reward.commission_rate < 0 or reward.commission_rate > 100)): raise ValidationError( _('Commission Percentage should be between 1-100')) @api.constrains('policy_number') def _check_policy_number(self): """This function checks if policy number is not added,validation error occurs""" if not self.policy_number: raise ValidationError( _('Please add the policy number')) def action_confirm_insurance(self): """This function creates a validation error if amount not greater than zero""" if self.amount > 0: self.state = 'confirmed' self.hide_inv_button = True else: raise UserError(_("Amount should be greater than zero")) def action_create_invoice(self): """Function to create invoice with corresponding details""" if self.payment_type == 'fixed': self.hide_inv_button = False created_invoice = self.env['account.move'].sudo().create({ 'move_type': 'out_invoice', 'invoice_date': fields.Date.context_today(self), 'partner_id': self.partner_id.id, 'invoice_user_id': self.env.user.id, 'invoice_origin': self.name, 'invoice_line_ids': [(fields.Command.create({ 'name': 'Invoice For Insurance', 'quantity': 1, 'price_unit': self.amount if self.payment_type == 'fixed' else self.amount_installment, 'account_id': 41, }))], }) self.write({'invoice_ids': [Command.link(created_invoice.id)]}) def action_close_insurance(self): """Function on button to close the paid invoices or else raise user error""" for records in self.invoice_ids: if records.state == 'paid': raise UserError(_("All invoices must be paid")) self.state = 'closed' self.close_date = fields.Date.context_today(self) self.hide_inv_button = False @api.model def create(self, vals): """Function to create sequence""" if vals.get('name', 'New') == 'New': vals['name'] = self.env['ir.sequence'].next_by_code( 'insurance.details') or 'New' return super(InsuranceDetails, self).create(vals)