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170 lines
7.8 KiB
170 lines
7.8 KiB
# -*- coding: utf-8 -*-
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#############################################################################
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#
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# Cybrosys Technologies Pvt. Ltd.
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#
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# Copyright (C) 2023-TODAY Cybrosys Technologies(<https://www.cybrosys.com>).
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# Author: Jumana Haseen @cybrosys(odoo@cybrosys.com)
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#
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# You can modify it under the terms of the GNU AFFERO
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# GENERAL PUBLIC LICENSE (AGPL v3), Version 3.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details.
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#
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# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE
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# (AGPL v3) along with this program.
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# If not, see <http://www.gnu.org/licenses/>.
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#
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#############################################################################
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from odoo import api, fields, models, _, Command
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from odoo.exceptions import UserError, ValidationError
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class InsuranceDetails(models.Model):
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"""This class creates a model 'insurance.details' and added fields """
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_name = 'insurance.details'
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_description = "Insurance Details"
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name = fields.Char(
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string='Name', required=True, copy=False, readonly=True, index=True,
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default=lambda self: _('New'), help="Sequence of insurance created")
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partner_id = fields.Many2one('res.partner', string='Customer',
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required=True,
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help="Partner related to insurance")
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start_date = fields.Date(
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string='Date Started', default=fields.Date.context_today, required=True,
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help="Start date of insurance")
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close_date = fields.Date(string='Date Closed', readonly=True,
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help="End date of insurance")
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invoice_ids = fields.One2many('account.move', 'insurance_id',
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string='Invoices', readonly=True,
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help="Invoices related to insurance ")
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employee_id = fields.Many2one(
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'employee.details', string='Agent', required=True,
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help="Agent related to the insurance")
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commission_rate = fields.Float(string='Commission Percentage',
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help="Give the commission rate of"
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" insurance to the agent",)
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policy_id = fields.Many2one(
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'policy.details', string='Policy', required=True,
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help="Select the policy details and the policy preferred")
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payment_type = fields.Selection(
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[('fixed', 'Fixed'), ('installment', 'Installment')],
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required=True, default='fixed', help="Select the policy type")
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policy_duration = fields.Integer(string='Duration in months', required=True,
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help="Specify the policy duration to"
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" which this policy exists")
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currency_id = fields.Many2one(
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'res.currency', string='Currency', required=True,
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default=lambda self: self.env.user.company_id.currency_id.id,
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help="Give the currency")
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amount = fields.Monetary(related='policy_id.amount', string='Amount',
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help="The amount for the policy based "
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"on policy selected")
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amount_installment = fields.Monetary(string="Installment Amount",
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compute="_compute_amount",
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required=True,
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help="Give the installment"
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" amount for the policy")
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amount_remaining = fields.Monetary(string='Amount remaining',
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compute='_compute_amount_remaining')
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state = fields.Selection(
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[('draft', 'Draft'), ('confirmed', 'Confirmed'), ('closed', 'Closed')],
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required=True, default='draft',
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help="State of insurance")
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hide_inv_button = fields.Boolean(copy=False)
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note_field = fields.Html(string='Comment', help="Give the notes")
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policy_number = fields.Integer(string="Policy Number", required=True,
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help="Policy number is a unique number that"
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"an insurance company uses to identify"
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"you as a policyholder")
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@api.depends('amount', 'policy_duration')
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def _compute_amount(self):
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for record in self:
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if record.policy_duration != 0:
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record.amount_installment = (
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record.amount / record.policy_duration)
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else:
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record.amount_installment = 0.0
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@api.depends('amount', 'amount_installment', 'invoice_ids.amount_total')
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def _compute_amount_remaining(self):
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for record in self:
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total_invoice_amount = sum(
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record.invoice_ids.mapped('amount_total'))
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total_amount = record.amount
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record.amount_remaining = total_amount - total_invoice_amount
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@api.constrains('commission_rate')
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def _check_commission_rate(self):
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"""This function defines a constraint that ensures the '
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commission_rate' attribute of objects meets certain criteria.
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If any object violates the constraint by having a 'commission_rate'
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that falls outside the range of 1 to 100, a validation error
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is raised, """
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if self.filtered(
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lambda reward: (
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reward.commission_rate < 0 or reward.commission_rate >
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100)):
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raise ValidationError(
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_('Commission Percentage should be between 1-100'))
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@api.constrains('policy_number')
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def _check_policy_number(self):
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"""This function checks if policy number is not added,validation error
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occurs"""
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if not self.policy_number:
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raise ValidationError(
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_('Please add the policy number'))
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def action_confirm_insurance(self):
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"""This function creates a validation error if amount not
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greater than zero"""
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if self.amount > 0:
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self.state = 'confirmed'
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self.hide_inv_button = True
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else:
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raise UserError(_("Amount should be greater than zero"))
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def action_create_invoice(self):
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"""Function to create invoice with corresponding details"""
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if self.payment_type == 'fixed':
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self.hide_inv_button = False
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created_invoice = self.env['account.move'].sudo().create({
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'move_type': 'out_invoice',
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'invoice_date': fields.Date.context_today(self),
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'partner_id': self.partner_id.id,
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'invoice_user_id': self.env.user.id,
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'invoice_origin': self.name,
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'invoice_line_ids': [(fields.Command.create({
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'name': 'Invoice For Insurance',
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'quantity': 1,
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'price_unit': self.amount if self.payment_type == 'fixed' else
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self.amount_installment,
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'account_id': 41,
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}))],
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})
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self.write({'invoice_ids': [Command.link(created_invoice.id)]})
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def action_close_insurance(self):
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"""Function on button to close the paid invoices or else raise
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user error"""
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for records in self.invoice_ids:
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if records.state == 'paid':
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raise UserError(_("All invoices must be paid"))
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self.state = 'closed'
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self.close_date = fields.Date.context_today(self)
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self.hide_inv_button = False
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@api.model
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def create(self, vals):
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"""Function to create sequence"""
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if vals.get('name', 'New') == 'New':
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vals['name'] = self.env['ir.sequence'].next_by_code(
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'insurance.details') or 'New'
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return super(InsuranceDetails, self).create(vals)
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