flectra/addons/account/models/account_invoice.py

1810 lines
90 KiB
Python

# -*- coding: utf-8 -*-
import json
import re
import uuid
from functools import partial
from lxml import etree
from dateutil.relativedelta import relativedelta
from werkzeug.urls import url_encode
from flectra import api, exceptions, fields, models, _
from flectra.tools import float_is_zero, float_compare, pycompat
from flectra.tools.misc import formatLang
from flectra.exceptions import AccessError, UserError, RedirectWarning, ValidationError, Warning
from flectra.addons import decimal_precision as dp
import logging
_logger = logging.getLogger(__name__)
# mapping invoice type to journal type
TYPE2JOURNAL = {
'out_invoice': 'sale',
'in_invoice': 'purchase',
'out_refund': 'sale',
'in_refund': 'purchase',
}
# mapping invoice type to refund type
TYPE2REFUND = {
'out_invoice': 'out_refund', # Customer Invoice
'in_invoice': 'in_refund', # Vendor Bill
'out_refund': 'out_invoice', # Customer Credit Note
'in_refund': 'in_invoice', # Vendor Credit Note
}
MAGIC_COLUMNS = ('id', 'create_uid', 'create_date', 'write_uid', 'write_date')
class AccountInvoice(models.Model):
_name = "account.invoice"
_inherit = ['mail.thread', 'mail.activity.mixin', 'portal.mixin',
'ir.branch.company.mixin']
_description = "Invoice"
_order = "date_invoice desc, number desc, id desc"
def _get_default_access_token(self):
return str(uuid.uuid4())
@api.one
@api.depends('invoice_line_ids.price_subtotal', 'tax_line_ids.amount', 'tax_line_ids.amount_rounding',
'currency_id', 'company_id', 'date_invoice', 'type')
def _compute_amount(self):
round_curr = self.currency_id.round
self.amount_untaxed = sum(line.price_subtotal for line in self.invoice_line_ids)
self.amount_tax = sum(round_curr(line.amount_total) for line in self.tax_line_ids)
self.amount_total = self.amount_untaxed + self.amount_tax
amount_total_company_signed = self.amount_total
amount_untaxed_signed = self.amount_untaxed
if self.currency_id and self.company_id and self.currency_id != self.company_id.currency_id:
currency_id = self.currency_id.with_context(date=self.date_invoice)
amount_total_company_signed = currency_id.compute(self.amount_total, self.company_id.currency_id)
amount_untaxed_signed = currency_id.compute(self.amount_untaxed, self.company_id.currency_id)
sign = self.type in ['in_refund', 'out_refund'] and -1 or 1
self.amount_total_company_signed = amount_total_company_signed * sign
self.amount_total_signed = self.amount_total * sign
self.amount_untaxed_signed = amount_untaxed_signed * sign
@api.onchange('amount_total')
def _onchange_amount_total(self):
for inv in self:
if inv.amount_total < 0:
raise Warning(_('You cannot validate an invoice with a negative total amount. You should create a credit note instead.'))
@api.model
def _default_journal(self):
if self._context.get('default_journal_id', False):
return self.env['account.journal'].browse(self._context.get('default_journal_id'))
inv_type = self._context.get('type', 'out_invoice')
inv_types = inv_type if isinstance(inv_type, list) else [inv_type]
company_id = self._context.get('company_id', self.env.user.company_id.id)
domain = [
('type', 'in', [TYPE2JOURNAL[ty] for ty in inv_types if ty in TYPE2JOURNAL]),
('company_id', '=', company_id),
]
return self.env['account.journal'].search(domain, limit=1)
@api.model
def _default_currency(self):
journal = self._default_journal()
return journal.currency_id or journal.company_id.currency_id or self.env.user.company_id.currency_id
@api.model
def _get_reference_type(self):
return [('none', _('Free Reference'))]
@api.one
@api.depends(
'state', 'currency_id', 'invoice_line_ids.price_subtotal',
'move_id.line_ids.amount_residual',
'move_id.line_ids.currency_id')
def _compute_residual(self):
residual = 0.0
residual_company_signed = 0.0
sign = self.type in ['in_refund', 'out_refund'] and -1 or 1
for line in self.sudo().move_id.line_ids:
if line.account_id == self.account_id:
residual_company_signed += line.amount_residual
if line.currency_id == self.currency_id:
residual += line.amount_residual_currency if line.currency_id else line.amount_residual
else:
from_currency = (line.currency_id and line.currency_id.with_context(date=line.date)) or line.company_id.currency_id.with_context(date=line.date)
residual += from_currency.compute(line.amount_residual, self.currency_id)
self.residual_company_signed = abs(residual_company_signed) * sign
self.residual_signed = abs(residual) * sign
self.residual = abs(residual)
digits_rounding_precision = self.currency_id.rounding
if float_is_zero(self.residual, precision_rounding=digits_rounding_precision):
self.reconciled = True
else:
self.reconciled = False
@api.one
def _get_outstanding_info_JSON(self):
self.outstanding_credits_debits_widget = json.dumps(False)
if self.state == 'open':
domain = [('account_id', '=', self.account_id.id), ('partner_id', '=', self.env['res.partner']._find_accounting_partner(self.partner_id).id), ('reconciled', '=', False), '|', ('amount_residual', '!=', 0.0), ('amount_residual_currency', '!=', 0.0)]
if self.type in ('out_invoice', 'in_refund'):
domain.extend([('credit', '>', 0), ('debit', '=', 0)])
type_payment = _('Outstanding credits')
else:
domain.extend([('credit', '=', 0), ('debit', '>', 0)])
type_payment = _('Outstanding debits')
info = {'title': '', 'outstanding': True, 'content': [], 'invoice_id': self.id}
lines = self.env['account.move.line'].search(domain)
currency_id = self.currency_id
if len(lines) != 0:
for line in lines:
# get the outstanding residual value in invoice currency
if line.currency_id and line.currency_id == self.currency_id:
amount_to_show = abs(line.amount_residual_currency)
else:
amount_to_show = line.company_id.currency_id.with_context(date=line.date).compute(abs(line.amount_residual), self.currency_id)
if float_is_zero(amount_to_show, precision_rounding=self.currency_id.rounding):
continue
info['content'].append({
'journal_name': line.ref or line.move_id.name,
'amount': amount_to_show,
'currency': currency_id.symbol,
'id': line.id,
'position': currency_id.position,
'digits': [69, self.currency_id.decimal_places],
})
info['title'] = type_payment
self.outstanding_credits_debits_widget = json.dumps(info)
self.has_outstanding = True
@api.model
def _get_payments_vals(self):
if not self.payment_move_line_ids:
return []
payment_vals = []
currency_id = self.currency_id
for payment in self.payment_move_line_ids:
payment_currency_id = False
if self.type in ('out_invoice', 'in_refund'):
amount = sum([p.amount for p in payment.matched_debit_ids if p.debit_move_id in self.move_id.line_ids])
amount_currency = sum(
[p.amount_currency for p in payment.matched_debit_ids if p.debit_move_id in self.move_id.line_ids])
if payment.matched_debit_ids:
payment_currency_id = all([p.currency_id == payment.matched_debit_ids[0].currency_id for p in
payment.matched_debit_ids]) and payment.matched_debit_ids[
0].currency_id or False
elif self.type in ('in_invoice', 'out_refund'):
amount = sum(
[p.amount for p in payment.matched_credit_ids if p.credit_move_id in self.move_id.line_ids])
amount_currency = sum([p.amount_currency for p in payment.matched_credit_ids if
p.credit_move_id in self.move_id.line_ids])
if payment.matched_credit_ids:
payment_currency_id = all([p.currency_id == payment.matched_credit_ids[0].currency_id for p in
payment.matched_credit_ids]) and payment.matched_credit_ids[
0].currency_id or False
# get the payment value in invoice currency
if payment_currency_id and payment_currency_id == self.currency_id:
amount_to_show = amount_currency
else:
amount_to_show = payment.company_id.currency_id.with_context(date=self.date).compute(amount,
self.currency_id)
if float_is_zero(amount_to_show, precision_rounding=self.currency_id.rounding):
continue
payment_ref = payment.move_id.name
if payment.move_id.ref:
payment_ref += ' (' + payment.move_id.ref + ')'
payment_vals.append({
'name': payment.name,
'journal_name': payment.journal_id.name,
'amount': amount_to_show,
'currency': currency_id.symbol,
'digits': [69, currency_id.decimal_places],
'position': currency_id.position,
'date': payment.date,
'payment_id': payment.id,
'account_payment_id': payment.payment_id.id,
'invoice_id': payment.invoice_id.id,
'move_id': payment.move_id.id,
'ref': payment_ref,
})
return payment_vals
@api.one
@api.depends('payment_move_line_ids.amount_residual')
def _get_payment_info_JSON(self):
self.payments_widget = json.dumps(False)
if self.payment_move_line_ids:
info = {'title': _('Less Payment'), 'outstanding': False, 'content': self._get_payments_vals()}
self.payments_widget = json.dumps(info)
@api.one
@api.depends('move_id.line_ids.amount_residual')
def _compute_payments(self):
payment_lines = set()
for line in self.move_id.line_ids.filtered(lambda l: l.account_id.id == self.account_id.id):
payment_lines.update(line.mapped('matched_credit_ids.credit_move_id.id'))
payment_lines.update(line.mapped('matched_debit_ids.debit_move_id.id'))
self.payment_move_line_ids = self.env['account.move.line'].browse(list(payment_lines))
name = fields.Char(string='Reference/Description', index=True,
readonly=True, states={'draft': [('readonly', False)]}, copy=False, help='The name that will be used on account move lines')
origin = fields.Char(string='Source Document',
help="Reference of the document that produced this invoice.",
readonly=True, states={'draft': [('readonly', False)]})
type = fields.Selection([
('out_invoice','Customer Invoice'),
('in_invoice','Vendor Bill'),
('out_refund','Customer Credit Note'),
('in_refund','Vendor Credit Note'),
], readonly=True, index=True, change_default=True,
default=lambda self: self._context.get('type', 'out_invoice'),
track_visibility='always')
access_token = fields.Char(
'Security Token', copy=False,
default=_get_default_access_token)
refund_invoice_id = fields.Many2one('account.invoice', string="Invoice for which this invoice is the credit note")
number = fields.Char(related='move_id.name', store=True, readonly=True, copy=False)
move_name = fields.Char(string='Journal Entry Name', readonly=False,
default=False, copy=False,
help="Technical field holding the number given to the invoice, automatically set when the invoice is validated then stored to set the same number again if the invoice is cancelled, set to draft and re-validated.")
reference = fields.Char(string='Vendor Reference', copy=False,
help="The partner reference of this invoice.", readonly=True, states={'draft': [('readonly', False)]})
reference_type = fields.Selection('_get_reference_type', string='Payment Reference',
required=True, readonly=True, states={'draft': [('readonly', False)]},
default='none')
comment = fields.Text('Additional Information', readonly=True, states={'draft': [('readonly', False)]})
state = fields.Selection([
('draft','Draft'),
('open', 'Open'),
('paid', 'Paid'),
('cancel', 'Cancelled'),
], string='Status', index=True, readonly=True, default='draft',
track_visibility='onchange', copy=False,
help=" * The 'Draft' status is used when a user is encoding a new and unconfirmed Invoice.\n"
" * The 'Pro-forma' status is used when the invoice does not have an invoice number.\n"
" * The 'Open' status is used when user creates invoice, an invoice number is generated. It stays in the open status till the user pays the invoice.\n"
" * The 'Paid' status is set automatically when the invoice is paid. Its related journal entries may or may not be reconciled.\n"
" * The 'Cancelled' status is used when user cancel invoice.")
sent = fields.Boolean(readonly=True, default=False, copy=False,
help="It indicates that the invoice has been sent.")
date_invoice = fields.Date(string='Invoice Date',
readonly=True, states={'draft': [('readonly', False)]}, index=True,
help="Keep empty to use the current date", copy=False)
date_due = fields.Date(string='Due Date',
readonly=True, states={'draft': [('readonly', False)]}, index=True, copy=False,
help="If you use payment terms, the due date will be computed automatically at the generation "
"of accounting entries. The Payment terms may compute several due dates, for example 50% "
"now and 50% in one month, but if you want to force a due date, make sure that the payment "
"term is not set on the invoice. If you keep the Payment terms and the due date empty, it "
"means direct payment.")
partner_id = fields.Many2one('res.partner', string='Partner', change_default=True,
required=True, readonly=True, states={'draft': [('readonly', False)]},
track_visibility='always')
payment_term_id = fields.Many2one('account.payment.term', string='Payment Terms', oldname='payment_term',
readonly=True, states={'draft': [('readonly', False)]},
help="If you use payment terms, the due date will be computed automatically at the generation "
"of accounting entries. If you keep the payment terms and the due date empty, it means direct payment. "
"The payment terms may compute several due dates, for example 50% now, 50% in one month.")
date = fields.Date(string='Accounting Date',
copy=False,
help="Keep empty to use the invoice date.",
readonly=True, states={'draft': [('readonly', False)]})
account_id = fields.Many2one('account.account', string='Account',
required=True, readonly=True, states={'draft': [('readonly', False)]},
domain=[('deprecated', '=', False)], help="The partner account used for this invoice.")
invoice_line_ids = fields.One2many('account.invoice.line', 'invoice_id', string='Invoice Lines', oldname='invoice_line',
readonly=True, states={'draft': [('readonly', False)]}, copy=True)
tax_line_ids = fields.One2many('account.invoice.tax', 'invoice_id', string='Tax Lines', oldname='tax_line',
readonly=True, states={'draft': [('readonly', False)]}, copy=True)
refund_invoice_ids = fields.One2many('account.invoice', 'refund_invoice_id', string='Refund Invoices', readonly=True)
move_id = fields.Many2one('account.move', string='Journal Entry',
readonly=True, index=True, ondelete='restrict', copy=False,
help="Link to the automatically generated Journal Items.")
amount_untaxed = fields.Monetary(string='Untaxed Amount',
store=True, readonly=True, compute='_compute_amount', track_visibility='always')
amount_untaxed_signed = fields.Monetary(string='Untaxed Amount in Company Currency', currency_field='company_currency_id',
store=True, readonly=True, compute='_compute_amount')
amount_tax = fields.Monetary(string='Tax',
store=True, readonly=True, compute='_compute_amount')
amount_total = fields.Monetary(string='Total',
store=True, readonly=True, compute='_compute_amount')
amount_total_signed = fields.Monetary(string='Total in Invoice Currency', currency_field='currency_id',
store=True, readonly=True, compute='_compute_amount',
help="Total amount in the currency of the invoice, negative for credit notes.")
amount_total_company_signed = fields.Monetary(string='Total in Company Currency', currency_field='company_currency_id',
store=True, readonly=True, compute='_compute_amount',
help="Total amount in the currency of the company, negative for credit notes.")
currency_id = fields.Many2one('res.currency', string='Currency',
required=True, readonly=True, states={'draft': [('readonly', False)]},
default=_default_currency, track_visibility='always')
company_currency_id = fields.Many2one('res.currency', related='company_id.currency_id', string="Company Currency", readonly=True)
journal_id = fields.Many2one('account.journal', string='Journal',
required=True, readonly=True, states={'draft': [('readonly', False)]},
default=_default_journal,
domain="[('type', 'in', {'out_invoice': ['sale'], 'out_refund': ['sale'], 'in_refund': ['purchase'], 'in_invoice': ['purchase']}.get(type, [])), ('company_id', '=', company_id)]")
company_id = fields.Many2one('res.company', string='Company', change_default=True,
required=True, readonly=True, states={'draft': [('readonly', False)]},
default=lambda self: self.env['res.company']._company_default_get('account.invoice'))
reconciled = fields.Boolean(string='Paid/Reconciled', store=True, readonly=True, compute='_compute_residual',
help="It indicates that the invoice has been paid and the journal entry of the invoice has been reconciled with one or several journal entries of payment.")
partner_bank_id = fields.Many2one('res.partner.bank', string='Bank Account',
help='Bank Account Number to which the invoice will be paid. A Company bank account if this is a Customer Invoice or Vendor Credit Note, otherwise a Partner bank account number.',
readonly=True, states={'draft': [('readonly', False)]}) #Default value computed in default_get for out_invoices
residual = fields.Monetary(string='Amount Due',
compute='_compute_residual', store=True, help="Remaining amount due.")
residual_signed = fields.Monetary(string='Amount Due in Invoice Currency', currency_field='currency_id',
compute='_compute_residual', store=True, help="Remaining amount due in the currency of the invoice.")
residual_company_signed = fields.Monetary(string='Amount Due in Company Currency', currency_field='company_currency_id',
compute='_compute_residual', store=True, help="Remaining amount due in the currency of the company.")
payment_ids = fields.Many2many('account.payment', 'account_invoice_payment_rel', 'invoice_id', 'payment_id', string="Payments", copy=False, readonly=True)
payment_move_line_ids = fields.Many2many('account.move.line', string='Payment Move Lines', compute='_compute_payments', store=True)
user_id = fields.Many2one('res.users', string='Salesperson', track_visibility='onchange',
readonly=True, states={'draft': [('readonly', False)]},
default=lambda self: self.env.user, copy=False)
fiscal_position_id = fields.Many2one('account.fiscal.position', string='Fiscal Position', oldname='fiscal_position',
readonly=True, states={'draft': [('readonly', False)]})
commercial_partner_id = fields.Many2one('res.partner', string='Commercial Entity', compute_sudo=True,
related='partner_id.commercial_partner_id', store=True, readonly=True,
help="The commercial entity that will be used on Journal Entries for this invoice")
outstanding_credits_debits_widget = fields.Text(compute='_get_outstanding_info_JSON', groups="account.group_account_invoice")
payments_widget = fields.Text(compute='_get_payment_info_JSON', groups="account.group_account_invoice")
has_outstanding = fields.Boolean(compute='_get_outstanding_info_JSON', groups="account.group_account_invoice")
cash_rounding_id = fields.Many2one('account.cash.rounding', string='Cash Rounding Method',
readonly=True, states={'draft': [('readonly', False)]},
help='Defines the smallest coinage of the currency that can be used to pay by cash.')
#fields use to set the sequence, on the first invoice of the journal
sequence_number_next = fields.Char(string='Next Number', compute="_get_sequence_number_next", inverse="_set_sequence_next")
sequence_number_next_prefix = fields.Char(string='Next Number', compute="_get_sequence_prefix")
_sql_constraints = [
('number_uniq', 'unique(number, company_id, journal_id, type)', 'Invoice Number must be unique per Company!'),
]
def _get_seq_number_next_stuff(self):
self.ensure_one()
journal_sequence = self.journal_id.sequence_id
if self.journal_id.refund_sequence:
domain = [('type', '=', self.type)]
journal_sequence = self.type in ['in_refund', 'out_refund'] and self.journal_id.refund_sequence_id or self.journal_id.sequence_id
elif self.type in ['in_invoice', 'in_refund']:
domain = [('type', 'in', ['in_invoice', 'in_refund'])]
else:
domain = [('type', 'in', ['out_invoice', 'out_refund'])]
if self.id:
domain += [('id', '<>', self.id)]
domain += [('journal_id', '=', self.journal_id.id), ('state', 'not in', ['draft', 'cancel'])]
return journal_sequence, domain
@api.constrains('company_id', 'branch_id')
def _check_company(self):
for order in self:
if order.branch_id and order.company_id != order.branch_id.company_id:
raise ValidationError(
_('Configuration Error of Company:\n'
'The Invoice Company (%s) and '
'the Company (%s) of Branch must '
'be the same company!') % (order.company_id.name,
order.branch_id.company_id.name)
)
def _compute_portal_url(self):
super(AccountInvoice, self)._compute_portal_url()
for order in self:
order.portal_url = '/my/invoices/%s' % (order.id)
@api.depends('state', 'journal_id', 'date_invoice')
def _get_sequence_prefix(self):
""" computes the prefix of the number that will be assigned to the first invoice/bill/refund of a journal, in order to
let the user manually change it.
"""
if not self.env.user._is_admin():
for invoice in self:
invoice.sequence_number_next_prefix = False
invoice.sequence_number_next = ''
return
for invoice in self:
journal_sequence, domain = invoice._get_seq_number_next_stuff()
if (invoice.state == 'draft') and not self.search(domain, limit=1):
prefix, dummy = journal_sequence.with_context(ir_sequence_date=invoice.date_invoice,
ir_sequence_date_range=invoice.date_invoice)._get_prefix_suffix()
invoice.sequence_number_next_prefix = prefix
else:
invoice.sequence_number_next_prefix = False
@api.depends('state', 'journal_id')
def _get_sequence_number_next(self):
""" computes the number that will be assigned to the first invoice/bill/refund of a journal, in order to
let the user manually change it.
"""
for invoice in self:
journal_sequence, domain = invoice._get_seq_number_next_stuff()
if (invoice.state == 'draft') and not self.search(domain, limit=1):
number_next = journal_sequence._get_current_sequence().number_next_actual
invoice.sequence_number_next = '%%0%sd' % journal_sequence.padding % number_next
else:
invoice.sequence_number_next = ''
@api.multi
def _set_sequence_next(self):
''' Set the number_next on the sequence related to the invoice/bill/refund'''
self.ensure_one()
journal_sequence, domain = self._get_seq_number_next_stuff()
if not self.env.user._is_admin() or not self.sequence_number_next or self.search_count(domain):
return
nxt = re.sub("[^0-9]", '', self.sequence_number_next)
result = re.match("(0*)([0-9]+)", nxt)
if result and journal_sequence:
# use _get_current_sequence to manage the date range sequences
sequence = journal_sequence._get_current_sequence()
sequence.number_next = int(result.group(2))
@api.multi
def _get_printed_report_name(self):
self.ensure_one()
return self.type == 'out_invoice' and self.state == 'draft' and _('Draft Invoice') or \
self.type == 'out_invoice' and self.state in ('open','paid') and _('Invoice - %s') % (self.number) or \
self.type == 'out_refund' and self.state == 'draft' and _('Credit Note') or \
self.type == 'out_refund' and _('Credit Note - %s') % (self.number) or \
self.type == 'in_invoice' and self.state == 'draft' and _('Vendor Bill') or \
self.type == 'in_invoice' and self.state in ('open','paid') and _('Vendor Bill - %s') % (self.number) or \
self.type == 'in_refund' and self.state == 'draft' and _('Vendor Credit Note') or \
self.type == 'in_refund' and _('Vendor Credit Note - %s') % (self.number)
@api.model
def create(self, vals):
onchanges = {
'_onchange_partner_id': ['account_id', 'payment_term_id', 'fiscal_position_id', 'partner_bank_id'],
'_onchange_journal_id': ['currency_id'],
}
for onchange_method, changed_fields in onchanges.items():
if any(f not in vals for f in changed_fields):
invoice = self.new(vals)
getattr(invoice, onchange_method)()
for field in changed_fields:
if field not in vals and invoice[field]:
vals[field] = invoice._fields[field].convert_to_write(invoice[field], invoice)
if not vals.get('account_id',False):
raise UserError(_('Configuration error!\nCould not find any account to create the invoice, are you sure you have a chart of account installed?'))
invoice = super(AccountInvoice, self.with_context(mail_create_nolog=True)).create(vals)
if any(line.invoice_line_tax_ids for line in invoice.invoice_line_ids) and not invoice.tax_line_ids:
invoice.compute_taxes()
return invoice
@api.multi
def _write(self, vals):
pre_not_reconciled = self.filtered(lambda invoice: not invoice.reconciled)
pre_reconciled = self - pre_not_reconciled
res = super(AccountInvoice, self)._write(vals)
reconciled = self.filtered(lambda invoice: invoice.reconciled)
not_reconciled = self - reconciled
(reconciled & pre_reconciled).filtered(lambda invoice: invoice.state == 'open').action_invoice_paid()
(not_reconciled & pre_not_reconciled).filtered(lambda invoice: invoice.state == 'paid').action_invoice_re_open()
return res
@api.model
def default_get(self,default_fields):
""" Compute default partner_bank_id field for 'out_invoice' type,
using the default values computed for the other fields.
"""
res = super(AccountInvoice, self).default_get(default_fields)
if not res.get('type', False) == 'out_invoice' or not 'company_id' in res:
return res
company = self.env['res.company'].browse(res['company_id'])
if company.partner_id:
partner_bank_result = self.env['res.partner.bank'].search([('partner_id', '=', company.partner_id.id)], limit=1)
if partner_bank_result:
res['partner_bank_id'] = partner_bank_result.id
return res
@api.model
def fields_view_get(self, view_id=None, view_type='form', toolbar=False, submenu=False):
def get_view_id(xid, name):
try:
return self.env.ref('account.' + xid)
except ValueError:
view = self.env['ir.ui.view'].search([('name', '=', name)], limit=1)
if not view:
return False
return view.id
context = self._context
if context.get('active_model') == 'res.partner' and context.get('active_ids'):
partner = self.env['res.partner'].browse(context['active_ids'])[0]
if not view_type:
view_id = get_view_id('invoice_tree', 'account.invoice.tree')
view_type = 'tree'
elif view_type == 'form':
if partner.supplier and not partner.customer:
view_id = get_view_id('invoice_supplier_form', 'account.invoice.supplier.form').id
elif partner.customer and not partner.supplier:
view_id = get_view_id('invoice_form', 'account.invoice.form').id
return super(AccountInvoice, self).fields_view_get(view_id=view_id, view_type=view_type, toolbar=toolbar, submenu=submenu)
@api.model_cr_context
def _init_column(self, column_name):
""" Initialize the value of the given column for existing rows.
Overridden here because we need to generate different access tokens
and by default _init_column calls the default method once and applies
it for every record.
"""
if column_name != 'access_token':
super(AccountInvoice, self)._init_column(column_name)
else:
query = """UPDATE %(table_name)s
SET %(column_name)s = md5(md5(random()::varchar || id::varchar) || clock_timestamp()::varchar)::uuid::varchar
WHERE %(column_name)s IS NULL
""" % {'table_name': self._table, 'column_name': column_name}
self.env.cr.execute(query)
def _generate_access_token(self):
for invoice in self:
invoice.access_token = self._get_default_access_token()
@api.multi
def invoice_print(self):
""" Print the invoice and mark it as sent, so that we can see more
easily the next step of the workflow
"""
self.ensure_one()
self.sent = True
return self.env.ref('account.account_invoices').report_action(self)
@api.multi
def action_invoice_sent(self):
""" Open a window to compose an email, with the edi invoice template
message loaded by default
"""
self.ensure_one()
template = self.env.ref('account.email_template_edi_invoice', False)
compose_form = self.env.ref('mail.email_compose_message_wizard_form', False)
ctx = dict(
default_model='account.invoice',
default_res_id=self.id,
default_use_template=bool(template),
default_template_id=template and template.id or False,
default_composition_mode='comment',
mark_invoice_as_sent=True,
custom_layout="account.mail_template_data_notification_email_account_invoice",
force_email=True
)
return {
'name': _('Compose Email'),
'type': 'ir.actions.act_window',
'view_type': 'form',
'view_mode': 'form',
'res_model': 'mail.compose.message',
'views': [(compose_form.id, 'form')],
'view_id': compose_form.id,
'target': 'new',
'context': ctx,
}
@api.multi
def compute_taxes(self):
"""Function used in other module to compute the taxes on a fresh invoice created (onchanges did not applied)"""
account_invoice_tax = self.env['account.invoice.tax']
ctx = dict(self._context)
for invoice in self:
# Delete non-manual tax lines
self._cr.execute("DELETE FROM account_invoice_tax WHERE invoice_id=%s AND manual is False", (invoice.id,))
self.invalidate_cache()
# Generate one tax line per tax, however many invoice lines it's applied to
tax_grouped = invoice.get_taxes_values()
# Create new tax lines
for tax in tax_grouped.values():
account_invoice_tax.create(tax)
# dummy write on self to trigger recomputations
return self.with_context(ctx).write({'invoice_line_ids': []})
@api.multi
def unlink(self):
for invoice in self:
if invoice.state not in ('draft', 'cancel'):
raise UserError(_('You cannot delete an invoice which is not draft or cancelled. You should create a credit note instead.'))
elif invoice.move_name:
raise UserError(_('You cannot delete an invoice after it has been validated (and received a number). You can set it back to "Draft" state and modify its content, then re-confirm it.'))
return super(AccountInvoice, self).unlink()
@api.onchange('invoice_line_ids')
def _onchange_invoice_line_ids(self):
taxes_grouped = self.get_taxes_values()
tax_lines = self.tax_line_ids.filtered('manual')
for tax in taxes_grouped.values():
tax_lines += tax_lines.new(tax)
self.tax_line_ids = tax_lines
return
@api.onchange('partner_id', 'company_id')
def _onchange_partner_id(self):
account_id = False
payment_term_id = False
fiscal_position = False
bank_id = False
warning = {}
domain = {}
company_id = self.company_id.id
p = self.partner_id if not company_id else self.partner_id.with_context(force_company=company_id)
type = self.type
if p:
rec_account = p.property_account_receivable_id
pay_account = p.property_account_payable_id
if not rec_account and not pay_account:
action = self.env.ref('account.action_account_config')
msg = _('Cannot find a chart of accounts for this company, You should configure it. \nPlease go to Account Configuration.')
raise RedirectWarning(msg, action.id, _('Go to the configuration panel'))
if type in ('out_invoice', 'out_refund'):
account_id = rec_account.id
payment_term_id = p.property_payment_term_id.id
else:
account_id = pay_account.id
payment_term_id = p.property_supplier_payment_term_id.id
delivery_partner_id = self.get_delivery_partner_id()
fiscal_position = self.env['account.fiscal.position'].get_fiscal_position(self.partner_id.id, delivery_id=delivery_partner_id)
# If partner has no warning, check its company
if p.invoice_warn == 'no-message' and p.parent_id:
p = p.parent_id
if p.invoice_warn != 'no-message':
# Block if partner only has warning but parent company is blocked
if p.invoice_warn != 'block' and p.parent_id and p.parent_id.invoice_warn == 'block':
p = p.parent_id
warning = {
'title': _("Warning for %s") % p.name,
'message': p.invoice_warn_msg
}
if p.invoice_warn == 'block':
self.partner_id = False
self.account_id = account_id
self.payment_term_id = payment_term_id
self.date_due = False
self.fiscal_position_id = fiscal_position
if type in ('in_invoice', 'out_refund'):
bank_ids = p.commercial_partner_id.bank_ids
bank_id = bank_ids[0].id if bank_ids else False
self.partner_bank_id = bank_id
domain = {'partner_bank_id': [('id', 'in', bank_ids.ids)]}
res = {}
if warning:
res['warning'] = warning
if domain:
res['domain'] = domain
return res
@api.multi
def get_delivery_partner_id(self):
self.ensure_one()
return self.partner_id.address_get(['delivery'])['delivery']
@api.onchange('journal_id')
def _onchange_journal_id(self):
if self.journal_id:
self.currency_id = self.journal_id.currency_id.id or self.journal_id.company_id.currency_id.id
@api.onchange('payment_term_id', 'date_invoice')
def _onchange_payment_term_date_invoice(self):
date_invoice = self.date_invoice
if not date_invoice:
date_invoice = fields.Date.context_today(self)
if self.payment_term_id:
pterm = self.payment_term_id
pterm_list = pterm.with_context(currency_id=self.company_id.currency_id.id).compute(value=1, date_ref=date_invoice)[0]
self.date_due = max(line[0] for line in pterm_list)
elif self.date_due and (date_invoice > self.date_due):
self.date_due = date_invoice
@api.onchange('cash_rounding_id', 'invoice_line_ids', 'tax_line_ids')
def _onchange_cash_rounding(self):
# Drop previous cash rounding lines
lines_to_remove = self.invoice_line_ids.filtered(lambda l: l.is_rounding_line)
if lines_to_remove:
self.invoice_line_ids -= lines_to_remove
# Clear previous rounded amounts
for tax_line in self.tax_line_ids:
if tax_line.amount_rounding != 0.0:
tax_line.amount_rounding = 0.0
if self.cash_rounding_id and self.type in ('out_invoice', 'out_refund'):
rounding_amount = self.cash_rounding_id.compute_difference(self.currency_id, self.amount_total)
if not self.currency_id.is_zero(rounding_amount):
if self.cash_rounding_id.strategy == 'biggest_tax':
# Search for the biggest tax line and add the rounding amount to it.
# If no tax found, an error will be raised by the _check_cash_rounding method.
if not self.tax_line_ids:
return
biggest_tax_line = None
for tax_line in self.tax_line_ids:
if not biggest_tax_line or tax_line.amount > biggest_tax_line.amount:
biggest_tax_line = tax_line
biggest_tax_line.amount_rounding += rounding_amount
elif self.cash_rounding_id.strategy == 'add_invoice_line':
# Create a new invoice line to perform the rounding
rounding_line = self.env['account.invoice.line'].new({
'name': self.cash_rounding_id.name,
'invoice_id': self.id,
'account_id': self.cash_rounding_id.account_id.id,
'price_unit': rounding_amount,
'quantity': 1,
'is_rounding_line': True,
'sequence': 9999 # always last line
})
# To be able to call this onchange manually from the tests,
# ensure the inverse field is updated on account.invoice.
if not rounding_line in self.invoice_line_ids:
self.invoice_line_ids += rounding_line
@api.multi
def action_invoice_draft(self):
if self.filtered(lambda inv: inv.state != 'cancel'):
raise UserError(_("Invoice must be cancelled in order to reset it to draft."))
# go from canceled state to draft state
self.write({'state': 'draft', 'date': False})
# Delete former printed invoice
try:
report_invoice = self.env['ir.actions.report']._get_report_from_name('account.report_invoice')
except IndexError:
report_invoice = False
if report_invoice and report_invoice.attachment:
for invoice in self:
with invoice.env.do_in_draft():
invoice.number, invoice.state = invoice.move_name, 'open'
attachment = self.env.ref('account.account_invoices').retrieve_attachment(invoice)
if attachment:
attachment.unlink()
return True
@api.multi
def action_invoice_open(self):
# lots of duplicate calls to action_invoice_open, so we remove those already open
to_open_invoices = self.filtered(lambda inv: inv.state != 'open')
if to_open_invoices.filtered(lambda inv: inv.state != 'draft'):
raise UserError(_("Invoice must be in draft state in order to validate it."))
if to_open_invoices.filtered(lambda inv: inv.amount_total < 0):
raise UserError(_("You cannot validate an invoice with a negative total amount. You should create a credit note instead."))
to_open_invoices.action_date_assign()
to_open_invoices.action_move_create()
return to_open_invoices.invoice_validate()
@api.multi
def action_invoice_paid(self):
# lots of duplicate calls to action_invoice_paid, so we remove those already paid
to_pay_invoices = self.filtered(lambda inv: inv.state != 'paid')
if to_pay_invoices.filtered(lambda inv: inv.state != 'open'):
raise UserError(_('Invoice must be validated in order to set it to register payment.'))
if to_pay_invoices.filtered(lambda inv: not inv.reconciled):
raise UserError(_('You cannot pay an invoice which is partially paid. You need to reconcile payment entries first.'))
return to_pay_invoices.write({'state': 'paid'})
@api.multi
def action_invoice_re_open(self):
if self.filtered(lambda inv: inv.state != 'paid'):
raise UserError(_('Invoice must be paid in order to set it to register payment.'))
return self.write({'state': 'open'})
@api.multi
def action_invoice_cancel(self):
if self.filtered(lambda inv: inv.state not in ['draft', 'open']):
raise UserError(_("Invoice must be in draft or open state in order to be cancelled."))
return self.action_cancel()
@api.multi
def _notification_recipients(self, message, groups):
groups = super(AccountInvoice, self)._notification_recipients(message, groups)
for group_name, group_method, group_data in groups:
if group_name == 'customer':
continue
group_data['has_button_access'] = True
return groups
@api.multi
def get_access_action(self, access_uid=None):
""" Instead of the classic form view, redirect to the online invoice for portal users. """
self.ensure_one()
user, record = self.env.user, self
if access_uid:
user = self.env['res.users'].sudo().browse(access_uid)
record = self.sudo(user)
if user.share or self.env.context.get('force_website'):
try:
record.check_access_rule('read')
except exceptions.AccessError:
if self.env.context.get('force_website'):
return {
'type': 'ir.actions.act_url',
'url': '/my/invoices/%s' % self.id,
'target': 'self',
'res_id': self.id,
}
else:
pass
else:
return {
'type': 'ir.actions.act_url',
'url': '/my/invoices/%s?access_token=%s' % (self.id, self.access_token),
'target': 'self',
'res_id': self.id,
}
return super(AccountInvoice, self).get_access_action(access_uid)
def get_mail_url(self):
return self.get_share_url()
@api.multi
def get_formview_id(self, access_uid=None):
""" Update form view id of action to open the invoice """
if self.type in ('in_invoice', 'in_refund'):
return self.env.ref('account.invoice_supplier_form').id
else:
return self.env.ref('account.invoice_form').id
def _prepare_tax_line_vals(self, line, tax):
""" Prepare values to create an account.invoice.tax line
The line parameter is an account.invoice.line, and the
tax parameter is the output of account.tax.compute_all().
"""
vals = {
'invoice_id': self.id,
'name': tax['name'],
'tax_id': tax['id'],
'amount': tax['amount'],
'base': tax['base'],
'manual': False,
'sequence': tax['sequence'],
'account_analytic_id': tax['analytic'] and line.account_analytic_id.id or False,
'account_id': self.type in ('out_invoice', 'in_invoice') and (tax['account_id'] or line.account_id.id) or (tax['refund_account_id'] or line.account_id.id),
}
# If the taxes generate moves on the same financial account as the invoice line,
# propagate the analytic account from the invoice line to the tax line.
# This is necessary in situations were (part of) the taxes cannot be reclaimed,
# to ensure the tax move is allocated to the proper analytic account.
if not vals.get('account_analytic_id') and line.account_analytic_id and vals['account_id'] == line.account_id.id:
vals['account_analytic_id'] = line.account_analytic_id.id
return vals
@api.multi
def get_taxes_values(self):
tax_grouped = {}
for line in self.invoice_line_ids:
price_unit = line.price_unit * (1 - (line.discount or 0.0) / 100.0)
taxes = line.invoice_line_tax_ids.compute_all(price_unit, self.currency_id, line.quantity, line.product_id, self.partner_id)['taxes']
for tax in taxes:
val = self._prepare_tax_line_vals(line, tax)
key = self.env['account.tax'].browse(tax['id']).get_grouping_key(val)
if key not in tax_grouped:
tax_grouped[key] = val
else:
tax_grouped[key]['amount'] += val['amount']
tax_grouped[key]['base'] += val['base']
return tax_grouped
@api.multi
def register_payment(self, payment_line, writeoff_acc_id=False, writeoff_journal_id=False):
""" Reconcile payable/receivable lines from the invoice with payment_line """
line_to_reconcile = self.env['account.move.line']
for inv in self:
line_to_reconcile += inv.move_id.line_ids.filtered(lambda r: not r.reconciled and r.account_id.internal_type in ('payable', 'receivable'))
return (line_to_reconcile + payment_line).reconcile(writeoff_acc_id, writeoff_journal_id)
@api.multi
def assign_outstanding_credit(self, credit_aml_id):
self.ensure_one()
credit_aml = self.env['account.move.line'].browse(credit_aml_id)
if not credit_aml.currency_id and self.currency_id != self.company_id.currency_id:
credit_aml.with_context(allow_amount_currency=True, check_move_validity=False).write({
'amount_currency': self.company_id.currency_id.with_context(date=credit_aml.date).compute(credit_aml.balance, self.currency_id),
'currency_id': self.currency_id.id})
if credit_aml.payment_id:
credit_aml.payment_id.write({'invoice_ids': [(4, self.id, None)]})
return self.register_payment(credit_aml)
@api.multi
def action_date_assign(self):
for inv in self:
# Here the onchange will automatically write to the database
inv._onchange_payment_term_date_invoice()
return True
@api.multi
def finalize_invoice_move_lines(self, move_lines):
""" finalize_invoice_move_lines(move_lines) -> move_lines
Hook method to be overridden in additional modules to verify and
possibly alter the move lines to be created by an invoice, for
special cases.
:param move_lines: list of dictionaries with the account.move.lines (as for create())
:return: the (possibly updated) final move_lines to create for this invoice
"""
return move_lines
@api.multi
def compute_invoice_totals(self, company_currency, invoice_move_lines):
total = 0
total_currency = 0
for line in invoice_move_lines:
if self.currency_id != company_currency:
currency = self.currency_id.with_context(date=self._get_currency_rate_date() or fields.Date.context_today(self))
if not (line.get('currency_id') and line.get('amount_currency')):
line['currency_id'] = currency.id
line['amount_currency'] = currency.round(line['price'])
line['price'] = currency.compute(line['price'], company_currency)
else:
line['currency_id'] = False
line['amount_currency'] = False
line['price'] = self.currency_id.round(line['price'])
if self.type in ('out_invoice', 'in_refund'):
total += line['price']
total_currency += line['amount_currency'] or line['price']
line['price'] = - line['price']
else:
total -= line['price']
total_currency -= line['amount_currency'] or line['price']
return total, total_currency, invoice_move_lines
@api.model
def invoice_line_move_line_get(self):
res = []
for line in self.invoice_line_ids:
if line.quantity==0:
continue
tax_ids = []
for tax in line.invoice_line_tax_ids:
tax_ids.append((4, tax.id, None))
for child in tax.children_tax_ids:
if child.type_tax_use != 'none':
tax_ids.append((4, child.id, None))
analytic_tag_ids = [(4, analytic_tag.id, None) for analytic_tag in line.analytic_tag_ids]
move_line_dict = {
'invl_id': line.id,
'type': 'src',
'name': line.name.split('\n')[0][:64],
'price_unit': line.price_unit,
'quantity': line.quantity,
'price': line.price_subtotal,
'account_id': line.account_id.id,
'product_id': line.product_id.id,
'uom_id': line.uom_id.id,
'account_analytic_id': line.account_analytic_id.id,
'tax_ids': tax_ids,
'invoice_id': self.id,
'analytic_tag_ids': analytic_tag_ids
}
res.append(move_line_dict)
return res
@api.model
def tax_line_move_line_get(self):
res = []
# keep track of taxes already processed
done_taxes = []
# loop the invoice.tax.line in reversal sequence
for tax_line in sorted(self.tax_line_ids, key=lambda x: -x.sequence):
if tax_line.amount_total:
tax = tax_line.tax_id
if tax.amount_type == "group":
for child_tax in tax.children_tax_ids:
done_taxes.append(child_tax.id)
res.append({
'invoice_tax_line_id': tax_line.id,
'tax_line_id': tax_line.tax_id.id,
'type': 'tax',
'name': tax_line.name,
'price_unit': tax_line.amount_total,
'quantity': 1,
'price': tax_line.amount_total,
'account_id': tax_line.account_id.id,
'account_analytic_id': tax_line.account_analytic_id.id,
'invoice_id': self.id,
'tax_ids': [(6, 0, list(done_taxes))] if tax_line.tax_id.include_base_amount else []
})
done_taxes.append(tax.id)
return res
def inv_line_characteristic_hashcode(self, invoice_line):
"""Overridable hashcode generation for invoice lines. Lines having the same hashcode
will be grouped together if the journal has the 'group line' option. Of course a module
can add fields to invoice lines that would need to be tested too before merging lines
or not."""
return "%s-%s-%s-%s-%s-%s-%s" % (
invoice_line['account_id'],
invoice_line.get('tax_ids', 'False'),
invoice_line.get('tax_line_id', 'False'),
invoice_line.get('product_id', 'False'),
invoice_line.get('analytic_account_id', 'False'),
invoice_line.get('date_maturity', 'False'),
invoice_line.get('analytic_tag_ids', 'False'),
)
def group_lines(self, iml, line):
"""Merge account move lines (and hence analytic lines) if invoice line hashcodes are equals"""
if self.journal_id.group_invoice_lines:
line2 = {}
for x, y, l in line:
tmp = self.inv_line_characteristic_hashcode(l)
if tmp in line2:
am = line2[tmp]['debit'] - line2[tmp]['credit'] + (l['debit'] - l['credit'])
line2[tmp]['debit'] = (am > 0) and am or 0.0
line2[tmp]['credit'] = (am < 0) and -am or 0.0
line2[tmp]['amount_currency'] += l['amount_currency']
line2[tmp]['analytic_line_ids'] += l['analytic_line_ids']
qty = l.get('quantity')
if qty:
line2[tmp]['quantity'] = line2[tmp].get('quantity', 0.0) + qty
else:
line2[tmp] = l
line = []
for key, val in line2.items():
line.append((0, 0, val))
return line
@api.multi
def action_move_create(self):
""" Creates invoice related analytics and financial move lines """
account_move = self.env['account.move']
for inv in self:
if not inv.journal_id.sequence_id:
raise UserError(_('Please define sequence on the journal related to this invoice.'))
if not inv.invoice_line_ids:
raise UserError(_('Please create some invoice lines.'))
if inv.move_id:
continue
ctx = dict(self._context, lang=inv.partner_id.lang)
if not inv.date_invoice:
inv.with_context(ctx).write({'date_invoice': fields.Date.context_today(self)})
if not inv.date_due:
inv.with_context(ctx).write({'date_due': inv.date_invoice})
company_currency = inv.company_id.currency_id
# create move lines (one per invoice line + eventual taxes and analytic lines)
iml = inv.invoice_line_move_line_get()
iml += inv.tax_line_move_line_get()
diff_currency = inv.currency_id != company_currency
# create one move line for the total and possibly adjust the other lines amount
total, total_currency, iml = inv.with_context(ctx).compute_invoice_totals(company_currency, iml)
name = inv.name or '/'
if inv.payment_term_id:
totlines = inv.with_context(ctx).payment_term_id.with_context(currency_id=company_currency.id).compute(total, inv.date_invoice)[0]
res_amount_currency = total_currency
ctx['date'] = inv._get_currency_rate_date()
for i, t in enumerate(totlines):
if inv.currency_id != company_currency:
amount_currency = company_currency.with_context(ctx).compute(t[1], inv.currency_id)
else:
amount_currency = False
# last line: add the diff
res_amount_currency -= amount_currency or 0
if i + 1 == len(totlines):
amount_currency += res_amount_currency
iml.append({
'type': 'dest',
'name': name,
'price': t[1],
'account_id': inv.account_id.id,
'date_maturity': t[0],
'amount_currency': diff_currency and amount_currency,
'currency_id': diff_currency and inv.currency_id.id,
'invoice_id': inv.id
})
else:
iml.append({
'type': 'dest',
'name': name,
'price': total,
'account_id': inv.account_id.id,
'date_maturity': inv.date_due,
'amount_currency': diff_currency and total_currency,
'currency_id': diff_currency and inv.currency_id.id,
'invoice_id': inv.id
})
part = self.env['res.partner']._find_accounting_partner(inv.partner_id)
line = [(0, 0, self.line_get_convert(l, part.id)) for l in iml]
line = inv.group_lines(iml, line)
journal = inv.journal_id.with_context(ctx)
line = inv.finalize_invoice_move_lines(line)
date = inv.date or inv.date_invoice
move_vals = {
'ref': inv.reference,
'branch_id': inv.branch_id and inv.branch_id.id,
'line_ids': line,
'journal_id': journal.id,
'date': date,
'narration': inv.comment,
}
ctx['company_id'] = inv.company_id.id
ctx['invoice'] = inv
ctx_nolang = ctx.copy()
ctx_nolang.pop('lang', None)
move = account_move.with_context(ctx_nolang).create(move_vals)
# Pass invoice in context in method post: used if you want to get the same
# account move reference when creating the same invoice after a cancelled one:
move.post()
# make the invoice point to that move
vals = {
'move_id': move.id,
'date': date,
'move_name': move.name,
}
inv.with_context(ctx).write(vals)
return True
@api.constrains('cash_rounding_id', 'tax_line_ids')
def _check_cash_rounding(self):
for inv in self:
if inv.cash_rounding_id:
rounding_amount = inv.cash_rounding_id.compute_difference(inv.currency_id, inv.amount_total)
if rounding_amount != 0.0:
raise UserError(_('The cash rounding cannot be computed because the difference must '
'be added on the biggest tax found and no tax are specified.\n'
'Please set up a tax or change the cash rounding method.'))
@api.multi
def _check_duplicate_supplier_reference(self):
for invoice in self:
# refuse to validate a vendor bill/credit note if there already exists one with the same reference for the same partner,
# because it's probably a double encoding of the same bill/credit note
if invoice.type in ('in_invoice', 'in_refund') and invoice.reference:
if self.search([('type', '=', invoice.type), ('reference', '=', invoice.reference), ('company_id', '=', invoice.company_id.id), ('commercial_partner_id', '=', invoice.commercial_partner_id.id), ('id', '!=', invoice.id)]):
raise UserError(_("Duplicated vendor reference detected. You probably encoded twice the same vendor bill/credit note."))
@api.multi
def invoice_validate(self):
for invoice in self.filtered(lambda invoice: invoice.partner_id not in invoice.message_partner_ids):
invoice.message_subscribe([invoice.partner_id.id])
self._check_duplicate_supplier_reference()
return self.write({'state': 'open'})
@api.model
def line_get_convert(self, line, part):
return self.env['product.product']._convert_prepared_anglosaxon_line(line, part)
@api.multi
def action_cancel(self):
moves = self.env['account.move']
for inv in self:
if inv.move_id:
moves += inv.move_id
if inv.payment_move_line_ids:
raise UserError(_('You cannot cancel an invoice which is partially paid. You need to unreconcile related payment entries first.'))
# First, set the invoices as cancelled and detach the move ids
self.write({'state': 'cancel', 'move_id': False})
if moves:
# second, invalidate the move(s)
moves.button_cancel()
# delete the move this invoice was pointing to
# Note that the corresponding move_lines and move_reconciles
# will be automatically deleted too
moves.unlink()
return True
###################
@api.multi
def name_get(self):
TYPES = {
'out_invoice': _('Invoice'),
'in_invoice': _('Vendor Bill'),
'out_refund': _('Credit Note'),
'in_refund': _('Vendor Credit note'),
}
result = []
for inv in self:
result.append((inv.id, "%s %s" % (inv.number or TYPES[inv.type], inv.name or '')))
return result
@api.model
def name_search(self, name, args=None, operator='ilike', limit=100):
args = args or []
recs = self.browse()
if name:
recs = self.search([('number', '=', name)] + args, limit=limit)
if not recs:
recs = self.search([('name', operator, name)] + args, limit=limit)
return recs.name_get()
@api.model
def _refund_cleanup_lines(self, lines):
""" Convert records to dict of values suitable for one2many line creation
:param recordset lines: records to convert
:return: list of command tuple for one2many line creation [(0, 0, dict of valueis), ...]
"""
result = []
for line in lines:
values = {}
for name, field in line._fields.items():
if name in MAGIC_COLUMNS:
continue
elif field.type == 'many2one':
values[name] = line[name].id
elif field.type not in ['many2many', 'one2many']:
values[name] = line[name]
elif name == 'invoice_line_tax_ids':
values[name] = [(6, 0, line[name].ids)]
result.append((0, 0, values))
return result
@api.model
def _get_refund_common_fields(self):
return ['partner_id', 'payment_term_id', 'account_id', 'currency_id', 'journal_id']
@api.model
def _get_refund_prepare_fields(self):
return ['name', 'reference', 'comment', 'date_due']
@api.model
def _get_refund_modify_read_fields(self):
read_fields = ['type', 'number', 'invoice_line_ids', 'tax_line_ids',
'date', 'partner_insite', 'partner_contact', 'partner_ref']
return self._get_refund_common_fields() + self._get_refund_prepare_fields() + read_fields
@api.model
def _get_refund_copy_fields(self):
copy_fields = ['company_id', 'user_id', 'fiscal_position_id']
return self._get_refund_common_fields() + self._get_refund_prepare_fields() + copy_fields
def _get_currency_rate_date(self):
return self.date or self.date_invoice
@api.model
def _prepare_refund(self, invoice, date_invoice=None, date=None, description=None, journal_id=None):
""" Prepare the dict of values to create the new credit note from the invoice.
This method may be overridden to implement custom
credit note generation (making sure to call super() to establish
a clean extension chain).
:param record invoice: invoice as credit note
:param string date_invoice: credit note creation date from the wizard
:param integer date: force date from the wizard
:param string description: description of the credit note from the wizard
:param integer journal_id: account.journal from the wizard
:return: dict of value to create() the credit note
"""
values = {}
for field in self._get_refund_copy_fields():
if invoice._fields[field].type == 'many2one':
values[field] = invoice[field].id
else:
values[field] = invoice[field] or False
values['invoice_line_ids'] = self._refund_cleanup_lines(invoice.invoice_line_ids)
tax_lines = invoice.tax_line_ids
values['tax_line_ids'] = self._refund_cleanup_lines(tax_lines)
if journal_id:
journal = self.env['account.journal'].browse(journal_id)
elif invoice['type'] == 'in_invoice':
journal = self.env['account.journal'].search([('type', '=', 'purchase')], limit=1)
else:
journal = self.env['account.journal'].search([('type', '=', 'sale')], limit=1)
values['journal_id'] = journal.id
values['type'] = TYPE2REFUND[invoice['type']]
values['date_invoice'] = date_invoice or fields.Date.context_today(invoice)
values['state'] = 'draft'
values['number'] = False
values['origin'] = invoice.number
values['payment_term_id'] = False
values['refund_invoice_id'] = invoice.id
if date:
values['date'] = date
if description:
values['name'] = description
return values
@api.multi
@api.returns('self')
def refund(self, date_invoice=None, date=None, description=None, journal_id=None):
new_invoices = self.browse()
for invoice in self:
# create the new invoice
values = self._prepare_refund(invoice, date_invoice=date_invoice, date=date,
description=description, journal_id=journal_id)
refund_invoice = self.create(values)
invoice_type = {'out_invoice': ('customer invoices credit note'),
'in_invoice': ('vendor bill credit note')}
message = _("This %s has been created from: <a href=# data-oe-model=account.invoice data-oe-id=%d>%s</a>") % (invoice_type[invoice.type], invoice.id, invoice.number)
refund_invoice.message_post(body=message)
new_invoices += refund_invoice
return new_invoices
@api.multi
def pay_and_reconcile(self, pay_journal, pay_amount=None, date=None, writeoff_acc=None):
""" Create and post an account.payment for the invoice self, which creates a journal entry that reconciles the invoice.
:param pay_journal: journal in which the payment entry will be created
:param pay_amount: amount of the payment to register, defaults to the residual of the invoice
:param date: payment date, defaults to fields.Date.context_today(self)
:param writeoff_acc: account in which to create a writeoff if pay_amount < self.residual, so that the invoice is fully paid
"""
if isinstance(pay_journal, pycompat.integer_types):
pay_journal = self.env['account.journal'].browse([pay_journal])
assert len(self) == 1, "Can only pay one invoice at a time."
payment_type = self.type in ('out_invoice', 'in_refund') and 'inbound' or 'outbound'
if payment_type == 'inbound':
payment_method = self.env.ref('account.account_payment_method_manual_in')
journal_payment_methods = pay_journal.inbound_payment_method_ids
else:
payment_method = self.env.ref('account.account_payment_method_manual_out')
journal_payment_methods = pay_journal.outbound_payment_method_ids
if payment_method not in journal_payment_methods:
raise UserError(_('No appropriate payment method enabled on journal %s') % pay_journal.name)
communication = self.type in ('in_invoice', 'in_refund') and self.reference or self.number
if self.origin:
communication = '%s (%s)' % (communication, self.origin)
payment_vals = {
'invoice_ids': [(6, 0, self.ids)],
'amount': pay_amount or self.residual,
'payment_date': date or fields.Date.context_today(self),
'communication': communication,
'partner_id': self.partner_id.id,
'partner_type': self.type in ('out_invoice', 'out_refund') and 'customer' or 'supplier',
'journal_id': pay_journal.id,
'payment_type': payment_type,
'payment_method_id': payment_method.id,
'payment_difference_handling': writeoff_acc and 'reconcile' or 'open',
'writeoff_account_id': writeoff_acc and writeoff_acc.id or False,
}
payment = self.env['account.payment'].create(payment_vals)
payment.post()
return True
@api.multi
def _track_subtype(self, init_values):
self.ensure_one()
if 'state' in init_values and self.state == 'paid' and self.type in ('out_invoice', 'out_refund'):
return 'account.mt_invoice_paid'
elif 'state' in init_values and self.state == 'open' and self.type in ('out_invoice', 'out_refund'):
return 'account.mt_invoice_validated'
elif 'state' in init_values and self.state == 'draft' and self.type in ('out_invoice', 'out_refund'):
return 'account.mt_invoice_created'
return super(AccountInvoice, self)._track_subtype(init_values)
@api.multi
def _get_tax_amount_by_group(self):
self.ensure_one()
currency = self.currency_id or self.company_id.currency_id
fmt = partial(formatLang, self.with_context(lang=self.partner_id.lang).env, currency_obj=currency)
res = {}
for line in self.tax_line_ids:
res.setdefault(line.tax_id.tax_group_id, {'base': 0.0, 'amount': 0.0})
res[line.tax_id.tax_group_id]['amount'] += line.amount
res[line.tax_id.tax_group_id]['base'] += line.base
res = sorted(res.items(), key=lambda l: l[0].sequence)
res = [(
r[0].name, r[1]['amount'], r[1]['base'],
fmt(r[1]['amount']), fmt(r[1]['base']),
) for r in res]
return res
class AccountInvoiceLine(models.Model):
_name = "account.invoice.line"
_description = "Invoice Line"
_order = "invoice_id,sequence,id"
@api.one
@api.depends('price_unit', 'discount', 'invoice_line_tax_ids', 'quantity',
'product_id', 'invoice_id.partner_id', 'invoice_id.currency_id', 'invoice_id.company_id',
'invoice_id.date_invoice', 'invoice_id.date')
def _compute_price(self):
currency = self.invoice_id and self.invoice_id.currency_id or None
price = self.price_unit * (1 - (self.discount or 0.0) / 100.0)
taxes = False
if self.invoice_line_tax_ids:
taxes = self.invoice_line_tax_ids.compute_all(price, currency, self.quantity, product=self.product_id, partner=self.invoice_id.partner_id)
self.price_subtotal = price_subtotal_signed = taxes['total_excluded'] if taxes else self.quantity * price
self.price_total = taxes['total_included'] if taxes else self.price_subtotal
if self.invoice_id.currency_id and self.invoice_id.currency_id != self.invoice_id.company_id.currency_id:
price_subtotal_signed = self.invoice_id.currency_id.with_context(date=self.invoice_id._get_currency_rate_date()).compute(price_subtotal_signed, self.invoice_id.company_id.currency_id)
sign = self.invoice_id.type in ['in_refund', 'out_refund'] and -1 or 1
self.price_subtotal_signed = price_subtotal_signed * sign
@api.model
def _default_account(self):
if self._context.get('journal_id'):
journal = self.env['account.journal'].browse(self._context.get('journal_id'))
if self._context.get('type') in ('out_invoice', 'in_refund'):
return journal.default_credit_account_id.id
return journal.default_debit_account_id.id
name = fields.Text(string='Description', required=True)
origin = fields.Char(string='Source Document',
help="Reference of the document that produced this invoice.")
sequence = fields.Integer(default=10,
help="Gives the sequence of this line when displaying the invoice.")
invoice_id = fields.Many2one('account.invoice', string='Invoice Reference',
ondelete='cascade', index=True)
uom_id = fields.Many2one('product.uom', string='Unit of Measure',
ondelete='set null', index=True, oldname='uos_id')
product_id = fields.Many2one('product.product', string='Product',
ondelete='restrict', index=True)
product_image = fields.Binary('Product Image', related="product_id.image", store=False)
account_id = fields.Many2one('account.account', string='Account',
required=True, domain=[('deprecated', '=', False)],
default=_default_account,
help="The income or expense account related to the selected product.")
price_unit = fields.Float(string='Unit Price', required=True, digits=dp.get_precision('Product Price'))
price_subtotal = fields.Monetary(string='Amount',
store=True, readonly=True, compute='_compute_price', help="Total amount without taxes")
price_total = fields.Monetary(string='Amount',
store=True, readonly=True, compute='_compute_price', help="Total amount with taxes")
price_subtotal_signed = fields.Monetary(string='Amount Signed', currency_field='company_currency_id',
store=True, readonly=True, compute='_compute_price',
help="Total amount in the currency of the company, negative for credit note.")
quantity = fields.Float(string='Quantity', digits=dp.get_precision('Product Unit of Measure'),
required=True, default=1)
discount = fields.Float(string='Discount (%)', digits=dp.get_precision('Discount'),
default=0.0)
invoice_line_tax_ids = fields.Many2many('account.tax',
'account_invoice_line_tax', 'invoice_line_id', 'tax_id',
string='Taxes', domain=[('type_tax_use','!=','none'), '|', ('active', '=', False), ('active', '=', True)], oldname='invoice_line_tax_id')
account_analytic_id = fields.Many2one('account.analytic.account',
string='Analytic Account')
analytic_tag_ids = fields.Many2many('account.analytic.tag', string='Analytic Tags')
company_id = fields.Many2one('res.company', string='Company',
related='invoice_id.company_id', store=True, readonly=True, related_sudo=False)
branch_id = fields.Many2one(string='Company',
related='invoice_id.branch_id', store=True,
readonly=True, related_sudo=False)
partner_id = fields.Many2one('res.partner', string='Partner',
related='invoice_id.partner_id', store=True, readonly=True, related_sudo=False)
currency_id = fields.Many2one('res.currency', related='invoice_id.currency_id', store=True, related_sudo=False)
company_currency_id = fields.Many2one('res.currency', related='invoice_id.company_currency_id', readonly=True, related_sudo=False)
is_rounding_line = fields.Boolean(string='Rounding Line', help='Is a rounding line in case of cash rounding.')
@api.model
def fields_view_get(self, view_id=None, view_type='form', toolbar=False, submenu=False):
res = super(AccountInvoiceLine, self).fields_view_get(
view_id=view_id, view_type=view_type, toolbar=toolbar, submenu=submenu)
if self._context.get('type'):
doc = etree.XML(res['arch'])
for node in doc.xpath("//field[@name='product_id']"):
if self._context['type'] in ('in_invoice', 'in_refund'):
# Hack to fix the stable version 8.0 -> saas-12
# purchase_ok will be moved from purchase to product in master #13271
if 'purchase_ok' in self.env['product.template']._fields:
node.set('domain', "[('purchase_ok', '=', True)]")
else:
node.set('domain', "[('sale_ok', '=', True)]")
res['arch'] = etree.tostring(doc, encoding='unicode')
return res
@api.v8
def get_invoice_line_account(self, type, product, fpos, company):
accounts = product.product_tmpl_id.get_product_accounts(fpos)
if type in ('out_invoice', 'out_refund'):
return accounts['income']
return accounts['expense']
def _set_taxes(self):
""" Used in on_change to set taxes and price."""
if self.invoice_id.type in ('out_invoice', 'out_refund'):
taxes = self.product_id.taxes_id or self.account_id.tax_ids
else:
taxes = self.product_id.supplier_taxes_id or self.account_id.tax_ids
# Keep only taxes of the company
company_id = self.company_id or self.env.user.company_id
taxes = taxes.filtered(lambda r: r.company_id == company_id)
self.invoice_line_tax_ids = fp_taxes = self.invoice_id.fiscal_position_id.map_tax(taxes, self.product_id, self.invoice_id.partner_id)
fix_price = self.env['account.tax']._fix_tax_included_price
if self.invoice_id.type in ('in_invoice', 'in_refund'):
prec = self.env['decimal.precision'].precision_get('Product Price')
if not self.price_unit or float_compare(self.price_unit, self.product_id.standard_price, precision_digits=prec) == 0:
self.price_unit = fix_price(self.product_id.standard_price, taxes, fp_taxes)
else:
self.price_unit = fix_price(self.product_id.lst_price, taxes, fp_taxes)
@api.onchange('product_id')
def _onchange_product_id(self):
domain = {}
if not self.invoice_id:
return
part = self.invoice_id.partner_id
fpos = self.invoice_id.fiscal_position_id
company = self.invoice_id.company_id
currency = self.invoice_id.currency_id
type = self.invoice_id.type
if not part:
warning = {
'title': _('Warning!'),
'message': _('You must first select a partner!'),
}
return {'warning': warning}
if not self.product_id:
if type not in ('in_invoice', 'in_refund'):
self.price_unit = 0.0
domain['uom_id'] = []
else:
if part.lang:
product = self.product_id.with_context(lang=part.lang)
else:
product = self.product_id
self.name = product.partner_ref
account = self.get_invoice_line_account(type, product, fpos, company)
if account:
self.account_id = account.id
self._set_taxes()
if type in ('in_invoice', 'in_refund'):
if product.description_purchase:
self.name += '\n' + product.description_purchase
else:
if product.description_sale:
self.name += '\n' + product.description_sale
if not self.uom_id or product.uom_id.category_id.id != self.uom_id.category_id.id:
self.uom_id = product.uom_id.id
domain['uom_id'] = [('category_id', '=', product.uom_id.category_id.id)]
if company and currency:
if company.currency_id != currency:
self.price_unit = self.price_unit * currency.with_context(dict(self._context or {}, date=self.invoice_id.date_invoice)).rate
if self.uom_id and self.uom_id.id != product.uom_id.id:
self.price_unit = product.uom_id._compute_price(self.price_unit, self.uom_id)
return {'domain': domain}
@api.onchange('account_id')
def _onchange_account_id(self):
if not self.account_id:
return
if not self.product_id:
fpos = self.invoice_id.fiscal_position_id
self.invoice_line_tax_ids = fpos.map_tax(self.account_id.tax_ids, partner=self.partner_id).ids
elif not self.price_unit:
self._set_taxes()
@api.onchange('uom_id')
def _onchange_uom_id(self):
warning = {}
result = {}
if not self.uom_id:
self.price_unit = 0.0
if self.product_id and self.uom_id:
if self.product_id.uom_id.category_id.id != self.uom_id.category_id.id:
warning = {
'title': _('Warning!'),
'message': _('The selected unit of measure is not compatible with the unit of measure of the product.'),
}
self.uom_id = self.product_id.uom_id.id
if warning:
result['warning'] = warning
return result
def _set_additional_fields(self, invoice):
""" Some modules, such as Purchase, provide a feature to add automatically pre-filled
invoice lines. However, these modules might not be aware of extra fields which are
added by extensions of the accounting module.
This method is intended to be overridden by these extensions, so that any new field can
easily be auto-filled as well.
:param invoice : account.invoice corresponding record
:rtype line : account.invoice.line record
"""
pass
@api.multi
def unlink(self):
if self.filtered(lambda r: r.invoice_id and r.invoice_id.state != 'draft'):
raise UserError(_('You can only delete an invoice line if the invoice is in draft state.'))
return super(AccountInvoiceLine, self).unlink()
class AccountInvoiceTax(models.Model):
_name = "account.invoice.tax"
_description = "Invoice Tax"
_order = 'sequence'
@api.depends('invoice_id.invoice_line_ids')
def _compute_base_amount(self):
tax_grouped = {}
for invoice in self.mapped('invoice_id'):
tax_grouped[invoice.id] = invoice.get_taxes_values()
for tax in self:
tax.base = 0.0
if tax.tax_id:
key = tax.tax_id.get_grouping_key({
'tax_id': tax.tax_id.id,
'account_id': tax.account_id.id,
'account_analytic_id': tax.account_analytic_id.id,
})
if tax.invoice_id and key in tax_grouped[tax.invoice_id.id]:
tax.base = tax_grouped[tax.invoice_id.id][key]['base']
else:
_logger.warning('Tax Base Amount not computable probably due to a change in an underlying tax (%s).', tax.tax_id.name)
invoice_id = fields.Many2one('account.invoice', string='Invoice', ondelete='cascade', index=True)
name = fields.Char(string='Tax Description', required=True)
tax_id = fields.Many2one('account.tax', string='Tax', ondelete='restrict')
account_id = fields.Many2one('account.account', string='Tax Account', required=True, domain=[('deprecated', '=', False)])
account_analytic_id = fields.Many2one('account.analytic.account', string='Analytic account')
amount = fields.Monetary()
amount_rounding = fields.Monetary()
amount_total = fields.Monetary(string="Amount", compute='_compute_amount_total')
manual = fields.Boolean(default=True)
sequence = fields.Integer(help="Gives the sequence order when displaying a list of invoice tax.")
company_id = fields.Many2one('res.company', string='Company', related='account_id.company_id', store=True, readonly=True)
branch_id = fields.Many2one(string='Branch',
related='account_id.branch_id', store=True,
readonly=True)
currency_id = fields.Many2one('res.currency', related='invoice_id.currency_id', store=True, readonly=True)
base = fields.Monetary(string='Base', compute='_compute_base_amount', store=True)
@api.depends('amount', 'amount_rounding')
def _compute_amount_total(self):
for tax_line in self:
tax_line.amount_total = tax_line.amount + tax_line.amount_rounding
class AccountPaymentTerm(models.Model):
_name = "account.payment.term"
_inherit = ['ir.branch.company.mixin']
_description = "Payment Terms"
_order = "sequence, id"
def _default_line_ids(self):
return [(0, 0, {'value': 'balance', 'value_amount': 0.0, 'sequence': 9, 'days': 0, 'option': 'day_after_invoice_date'})]
name = fields.Char(string='Payment Terms', translate=True, required=True)
active = fields.Boolean(default=True, help="If the active field is set to False, it will allow you to hide the payment terms without removing it.")
note = fields.Text(string='Description on the Invoice', translate=True)
line_ids = fields.One2many('account.payment.term.line', 'payment_id', string='Terms', copy=True, default=_default_line_ids)
company_id = fields.Many2one('res.company', string='Company', required=True, default=lambda self: self.env.user.company_id)
sequence = fields.Integer(required=True, default=10)
@api.constrains('line_ids')
@api.one
def _check_lines(self):
payment_term_lines = self.line_ids.sorted()
if payment_term_lines and payment_term_lines[-1].value != 'balance':
raise ValidationError(_('A Payment Terms should have its last line of type Balance.'))
lines = self.line_ids.filtered(lambda r: r.value == 'balance')
if len(lines) > 1:
raise ValidationError(_('A Payment Terms should have only one line of type Balance.'))
@api.one
def compute(self, value, date_ref=False):
date_ref = date_ref or fields.Date.today()
amount = value
sign = value < 0 and -1 or 1
result = []
if self.env.context.get('currency_id'):
currency = self.env['res.currency'].browse(self.env.context['currency_id'])
else:
currency = self.env.user.company_id.currency_id
for line in self.line_ids:
if line.value == 'fixed':
amt = sign * currency.round(line.value_amount)
elif line.value == 'percent':
amt = currency.round(value * (line.value_amount / 100.0))
elif line.value == 'balance':
amt = currency.round(amount)
if amt:
next_date = fields.Date.from_string(date_ref)
if line.option == 'day_after_invoice_date':
next_date += relativedelta(days=line.days)
elif line.option == 'fix_day_following_month':
next_first_date = next_date + relativedelta(day=1, months=1) # Getting 1st of next month
next_date = next_first_date + relativedelta(days=line.days - 1)
elif line.option == 'last_day_following_month':
next_date += relativedelta(day=31, months=1) # Getting last day of next month
elif line.option == 'last_day_current_month':
next_date += relativedelta(day=31, months=0) # Getting last day of next month
result.append((fields.Date.to_string(next_date), amt))
amount -= amt
amount = sum(amt for _, amt in result)
dist = currency.round(value - amount)
if dist:
last_date = result and result[-1][0] or fields.Date.today()
result.append((last_date, dist))
return result
@api.multi
def unlink(self):
property_recs = self.env['ir.property'].search([('value_reference', 'in', ['account.payment.term,%s'%payment_term.id for payment_term in self])])
property_recs.unlink()
return super(AccountPaymentTerm, self).unlink()
class AccountPaymentTermLine(models.Model):
_name = "account.payment.term.line"
_description = "Payment Terms Line"
_order = "sequence, id"
value = fields.Selection([
('balance', 'Balance'),
('percent', 'Percent'),
('fixed', 'Fixed Amount')
], string='Type', required=True, default='balance',
help="Select here the kind of valuation related to this payment terms line.")
value_amount = fields.Float(string='Value', digits=dp.get_precision('Payment Terms'), help="For percent enter a ratio between 0-100.")
days = fields.Integer(string='Number of Days', required=True, default=0)
option = fields.Selection([
('day_after_invoice_date', 'Day(s) after the invoice date'),
('fix_day_following_month', 'Day(s) after the end of the invoice month (Net EOM)'),
('last_day_following_month', 'Last day of following month'),
('last_day_current_month', 'Last day of current month'),
],
default='day_after_invoice_date', required=True, string='Options'
)
payment_id = fields.Many2one('account.payment.term', string='Payment Terms', required=True, index=True, ondelete='cascade')
sequence = fields.Integer(default=10, help="Gives the sequence order when displaying a list of payment terms lines.")
@api.one
@api.constrains('value', 'value_amount')
def _check_percent(self):
if self.value == 'percent' and (self.value_amount < 0.0 or self.value_amount > 100.0):
raise ValidationError(_('Percentages for Payment Terms Line must be between 0 and 100.'))
@api.onchange('option')
def _onchange_option(self):
if self.option in ('last_day_current_month', 'last_day_following_month'):
self.days = 0
class MailComposeMessage(models.TransientModel):
_inherit = 'mail.compose.message'
@api.multi
def send_mail(self, auto_commit=False):
context = self._context
if context.get('default_model') == 'account.invoice' and \
context.get('default_res_id') and context.get('mark_invoice_as_sent'):
invoice = self.env['account.invoice'].browse(context['default_res_id'])
if not invoice.sent:
invoice.sent = True
self = self.with_context(mail_post_autofollow=True)
return super(MailComposeMessage, self).send_mail(auto_commit=auto_commit)