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[10.0][ADD] Add sale_project_fixed_price_task_completed_invoicing #485

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56 changes: 56 additions & 0 deletions sale_project_fixed_price_task_completed_invoicing/README.md
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3

Sale Project Fixed Price Task Completed Invoicing
=================================================

The main goal of this module is to add the possibility to link a sale.order.line
to a project.task considering the delivery.
The difference with sale_timesheet is that the quantity shipped won't be linked
to a Timesheet nor to the time spent on the task. The price is fixed on the
sale.order.line and it will be considered as shipped once the task is accomplished.

Usage
=====

Create a product with product.type 'Service' and track_service 'Completed Task'.
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Do you think a new option is needed? Why don't you reuse Create a task and track hours ?

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In this case I don't want to track hours nor to change the default behaviour that comes from sale_timesheet.


Use it in a Sale Order. Once you validate the Sale Order, it will create a linked
project and task.

Once the task is finished, on the form view of the corresponding task click on the
button 'Invoiceable'. The linked sale.order.line will be considered as shipped.


Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.


Credits
=======

Contributors
------------

* Denis Leemann <[email protected]>


Maintainer
----------

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

To contribute to this module, please visit http://odoo-community.org.
4 changes: 4 additions & 0 deletions sale_project_fixed_price_task_completed_invoicing/__init__.py
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# -*- coding: utf-8 -*-
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from . import models
21 changes: 21 additions & 0 deletions sale_project_fixed_price_task_completed_invoicing/__manifest__.py
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# -*- coding: utf-8 -*-
# Copyright 2017 Camptocamp SA
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
{
"name": "Sale project fixed price task completed invoicing",
"version": "10.0.1.0.0",
"depends": [
'product',
'project',
'sale',
'sale_timesheet',
],
"author": "Camptocamp,Odoo Community Association (OCA)",
"website": "http://www.camptocamp.com",
"license": "AGPL-3",
"category": "Sale",
"data": [
'views/project_views.xml',
],
'installable': True,
}
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# -*- coding: utf-8 -*-
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from . import product
from . import project_task
from . import sale_order
from . import sale_order_line
from . import procurement
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# -*- coding: utf-8 -*-
# Copyright 2017 Camptocamp SA
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from odoo import models


class ProcurementOrder(models.Model):
_inherit = 'procurement.order'

def _is_procurement_task(self):
return (self.product_id.type == 'service' and
self.product_id.track_service in ('task', 'completed_task'))

def _create_service_task(self):
task = super(ProcurementOrder, self)._create_service_task()
if self.product_id.track_service == 'completed_task':
task.fixed_price = True
return task
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# -*- coding: utf-8 -*-
# Copyright 2017 Camptocamp SA
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from odoo import api, fields, models


class ProductTemplate(models.Model):
_inherit = 'product.template'

track_service = fields.Selection(selection_add=[
('completed_task', 'Completed Task')]
)


class ProductProduct(models.Model):
_inherit = 'product.product'

@api.multi
def _need_procurement(self):
for product in self:
if (product.type == 'service' and
product.track_service == 'completed_task'):
return True
return super(ProductProduct, self)._need_procurement()
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# -*- coding: utf-8 -*-
# Copyright 2017 Camptocamp SA
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from odoo import api, fields, models, _
from odoo.exceptions import ValidationError, UserError


class ProjectTask(models.Model):
_inherit = 'project.task'

invoiceable = fields.Boolean(
string='Invoiceable',
)
fixed_price = fields.Boolean(
string='Fixed Price',
)

@api.multi
def toggle_invoiceable(self):
for task in self:
# We dont' want to modify when the related SOLine is invoiced
if (not task.sale_line_id or
task.sale_line_id.state in ('done', 'cancel') or
task.sale_line_id.invoice_status in ('invoiced',)):
raise UserError(_("You cannot modify the status if there is "
"no Sale Order Line or if it has been "
"invoiced."))
task.invoiceable = not task.invoiceable
task.sale_line_id._check_delivered_qty()

@api.multi
def write(self, vals):
for task in self:
if (vals.get('sale_line_id') and
task.sale_line_id.state in ('done', 'cancel')):
raise ValidationError(_('You cannot modify the Sale Order '
'Line of the task once it is invoiced')
)
return super(ProjectTask, self).write(vals)

@api.model
def create(self, vals):
SOLine = self.env['sale.order.line']
so_line = SOLine.browse(vals.get('sale_line_id'))
# We don't want to add a project.task to an already invoiced line
if so_line and so_line.state in ('done', 'cancel'):
raise ValidationError(_('You cannot add a task to and invoiced '
'Sale Order Line'))
return super(ProjectTask, self).create(vals)
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# -*- coding: utf-8 -*-
# Copyright 2017 Camptocamp SA
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from odoo import api, models


class SaleOrder(models.Model):
_inherit = 'sale.order'

@api.multi
def action_confirm(self):
res = super(SaleOrder, self).action_confirm()
for order in self:
if not order.project_project_id:
order._create_analytic_and_tasks()
return res

@api.multi
def _create_analytic_and_tasks(self):
for order in self:
for line in order.order_line:
if (line.product_id.track_service in ('completed_task',
'timesheet')):
if not order.project_id:
order._create_analytic_account(
prefix=line.product_id.default_code or None)
order.project_id.project_create(
{'name': order.project_id.name,
'use_tasks': True})
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# -*- coding: utf-8 -*-
# Copyright 2017 Camptocamp SA
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from odoo import api, models


class SaleOrderLine(models.Model):
_inherit = 'sale.order.line'

@api.model
def create(self, vals):
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What's append if you create sale.order.line and then update product? and updated product has diferent track_service

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@angelmoya it works fine. This bit is only when you create a line in state 'sale' and not draft, although I'm not quite sure when this can happen. @leemannd can you enlighten us?

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@leemannd leemannd Jun 7, 2017

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@angelmoya It takes the logic from sale_timesheet and overrides it in order to make it work with the new selection in line.product_id.track_service You'll find there the commit from odoo implementing it. odoo/odoo@9013074

Before this revision, a small function in sale was extended by
sale_timesheet to know when to (or not to) create an analytic
account for a SO.

This was nice, but since it was extended only in this module,
there's no real need for the added complexity (*reading
complexity*)

line = super(SaleOrderLine, self).create(vals)
if (line.state == 'sale' and not line.order_id.project_id and
line.product_id.track_service in ('completed_task', )):
line.order_id._create_analytic_account()
return line

@api.multi
def _check_delivered_qty(self):
for line in self:
tasks = self.env['project.task'].search(
[('sale_line_id', '=', line.id)])
if len(tasks) == len(tasks.filtered('invoiceable')):
line.qty_delivered = line.product_uom_qty
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# -*- coding: utf-8 -*-
from . import test_sale_project_fixed_price_task_completed_invoicing
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# -*- coding: utf-8 -*-
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).

from odoo.addons.sale.tests.test_sale_common import TestSale
from odoo.exceptions import UserError # , ValidationError


class TestSaleProjectFixedPrice(TestSale):

def test_sale_project_fixed_price(self):
# The product comes from 'sale_timesheet' the only modification to add
# is for the track_service
prod_task = self.env.ref('product.product_product_1')
prd_vals = {
'track_service': 'completed_task',
}
prod_task.write(prd_vals)
so_vals = {
'partner_id': self.partner.id,
'partner_invoice_id': self.partner.id,
'partner_shipping_id': self.partner.id,
'order_line': [(0, 0, {'name': prod_task.name,
'product_id': prod_task.id,
'product_uom_qty': 1,
'product_uom': prod_task.uom_id.id,
'price_unit': prod_task.list_price})],
'pricelist_id': self.env.ref('product.list0').id,
}
so = self.env['sale.order'].create(so_vals)
so.action_confirm()

# check task creation
project = self.env.ref('sale_timesheet.project_GAP')
task = project.task_ids.filtered(
lambda t: t.name == '%s:%s' % (so.name, prod_task.name))
self.assertTrue(task, 'Sale Service: task is not created')
self.assertEqual(task.partner_id, so.partner_id,
'Sale Service: customer should be the same on task '
'and on SO')
self.assertTrue(task.fixed_price)

# check Task validation. It should update the delivered quantity
line = so.order_line
self.assertFalse(line.product_uom_qty == line.qty_delivered,
'Sale Service: line should be invoiced completely')
task.toggle_invoiceable()
self.assertTrue(task.invoiceable, 'The task should be invoiceable')
self.assertTrue(line.product_uom_qty == line.qty_delivered,
'Sale Service: line should be invoiced completely')

# Impossible to change task invoicable after validation of soline
so.action_invoice_create()
self.assertEqual(so.invoice_status,
'invoiced', 'SO should be invoiced')
with self.assertRaises(UserError):
task.toggle_invoiceable()
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<?xml version="1.0" encoding="UTF-8"?>
<odoo>

<record id="edit_project_task_track" model="ir.ui.view">
<field name="name">project.task.form.track</field>
<field name="model">project.task</field>
<field name="inherit_id" ref="project.view_task_form2"/>
<field name="arch" type="xml">

<xpath expr="//field[@name='planned_hours']" position="after">
<field name="invoiceable" readonly="1"/>
<field name="fixed_price" invisible="1"/>
</xpath>

<div name="button_box" position="inside">
<button class="oe_stat_button" name="toggle_invoiceable" type="object" icon="fa-file" attrs="{'invisible': [('fixed_price', '=', False)]}">
<span>Invoiceable</span>
</button>
</div>

</field>
</record>

</odoo>