Add transfer_to_folio, sale wizard, current folios

2023-10-25 16:25:57 -05:00 · 2023-10-25 16:25:57 -05:00 · 020782268c
parent a4ce7fbd28
commit 020782268c
11 changed files with 214 additions and 23 deletions
--- a/init.py
+++ b/init.py
@ -85,6 +85,8 @@ def register():
        guest.TagGuest,
        stock.Move,
        sale.InvoiceIncomeDailyStart,
+        sale.Sale,
+        sale.SaleTransferFolioStart,
        service.Service,
        service.ServiceLine,
        service.ServiceKind,
@ -152,6 +154,7 @@ def register():
        room.Housekeeping,
        housekeeping.HousekeepingSchedule,
        sale.InvoiceIncomeDaily,
+        sale.SaleTransferFolio,
        party.CreateGuest,
        operation.NightAuditWizard,
        siat.SiatSyncWizard,
--- a/data/payments.html
+++ b/data/payments.html
@ -14,41 +14,50 @@
  </head>
  <body>
    <div style="text-align: center;">
-      <img alt="image_logo" src="{{record.company.logo_link}}" />
+      <img
+        style="max-width: 170px;"
+        alt="image_logo"
+        src="{{record.company.logo_link}}"
+      />
    </div>
    <br />
-    <p>Estimado cliente</p>
+    <p>Estimado cliente / Dear customer</p>
    <p><b>{{record.party.rec_name}}</b></p>
    <br />
    <p>
-      Nuestro hotel {{record.company.party.name}} ha recibido un nuevo pago! a
-      continuación encontrará el detalle de la transacción:
+      Hemos recibido un nuevo pago, a continuación encontrará el detalle de la
+      transacción y el estado de cuenta / We have received a new payment, below
+      you will find the details of the transaction and account statement:
    </p>
    <br />
    <table class="default">
      <tr>
-        <td style="background-color: black; height: 20px; min-width: 150px;" />
-        <td style="background-color: black; height: 20px; min-width: 150px;" />
+        <td
+          style="background-color: darkgray; height: 20px; min-width: 190px;"
+        />
+        <td
+          style="background-color: darkgray; height: 20px; min-width: 190px;"
+        />
      </tr>
      {% for pay in record.payments %}
      <tr>
-        <td style="padding-left: 3px;">Fecha:</td>
+        <td style="padding: 3px 5px;">Fecha:</td>
        <td style="text-align: right; padding-right: 3px;">{{pay.date}}</td>
      </tr>
      <tr>
-        <td style="padding-left: 3px;">Medio de Pago:</td>
+        <td style="padding: 3px 5px;">Medio de Pago:</td>
        <td style="text-align: right; padding-right: 3px;">
          {{pay.statement.journal.name}}
        </td>
      </tr>
      <tr>
-        <td style="padding-left: 3px;">Valor del Pago:</td>
+        <td style="padding: 3px 5px;">Valor del Pago:</td>
        <td style="text-align: right; padding-right: 3px;">
          {{ "{:,.2f}".format(pay.amount)}}
        </td>
      </tr>
      <tr>
-        <td style="padding-left: 3px;">No. Voucher:</td>
+        <td style="padding: 3px 5px;">No. Voucher:</td>
        <td style="text-align: right; padding-right: 3px;">{{pay.number}}</td>
      </tr>
      <tr>
@ -56,18 +65,45 @@
        <td style="background-color: darkseagreen; height: 10px;" />
      </tr>
      {% endfor %}
+      <tr>
+        <td style="background-color: aliceblue; height: 10px;">
+          Total Pagado:
+        </td>
+        <td
+          style="
+            background-color: aliceblue;
+            height: 10px;
+            padding: 3px 5px;
+            text-align: right;
+          "
+        >
+          {{"{:,.2f}".format(record.total_advances)}}
+        </td>
+      </tr>
+      <tr>
+        <td
+          style="background-color: aliceblue; height: 10px; padding: 3px 5px;"
+        >
+          Pendiente de Pago:
+        </td>
+        <td
+          style="
+            background-color: aliceblue;
+            height: 10px;
+            padding: 3px 5px;
+            text-align: right;
+          "
+        >
+          {{"{:,.2f}".format(record.pending_to_pay)}}
+        </td>
+      </tr>
    </table>
    <br />
-    <p><b>Información Relevante / Relevant Information</b></p>
-    <p>
-      {{record.company.party.commercial_name}} tiene aprobados los protocolos de
-      bioseguridad por la autoridad local.
-    </p>
    <br />
    <p>Atentamente / Best regards,</p>
    <p>
      <b
-        >Servicio al Cliente / Service Customer |
+        >Servicio al Cliente / Customer Service |
        {{record.company.party.commercial_name}}</b
      >
    </p>
@ -90,7 +126,7 @@
    </div>
    <p style="text-align: center;">
      <a href="https://www.presik.com" style="color: #554400ff;">
-        Powered by presik.com
+        Hotels powered by presik.com
      </a>
    </p>
  </body>
--- a/folio.py
+++ b/folio.py
@ -1594,7 +1594,7 @@ class FolioCharge(Workflow, ModelSQL, ModelView):
        ('type', '=', 'storage')], states={
            'readonly': Bool(Eval('invoice_line')),
        })
-    move = fields.Many2One('stock.move', 'Move')
+    move = fields.Many2One('stock.move', 'Move', states={'readonly': True})
    status = fields.Selection([
        ('paid', 'Paid'),
        ('pending', 'Pending'),
@ -1614,6 +1614,7 @@ class FolioCharge(Workflow, ModelSQL, ModelView):
            ],
        ],
    )
+    origin = fields.Reference('Origin', selection='get_origin', readonly=True)

    # @classmethod
    # def delete(cls, records):
@ -1652,6 +1653,18 @@ class FolioCharge(Workflow, ModelSQL, ModelView):
            number = config.charge_sequence.get()
            cls.write([charge], {'number': number})

+    @classmethod
+    def _get_origin(cls):
+        'Return list of Model names for origin Reference'
+        return ['sale.sale']
+
+    @classmethod
+    def get_origin(cls):
+        Model = Pool().get('ir.model')
+        get_name = Model.get_name
+        models = cls._get_origin()
+        return [(None, '')] + [(m, get_name(m)) for m in models]
+
    @classmethod
    def _add_taxes(cls, vlist):
        pool = Pool()
@ -1710,6 +1723,25 @@ class FolioCharge(Workflow, ModelSQL, ModelView):
            return self.quantity * self.unit_price
        return 0

+    @classmethod
+    def get_current_folios(cls):
+        res = cls.search_read([
+            ('registration_state', '=', 'check_in'),
+            ('arrival_date', '<=', date.today()),
+            ('departure_date', '>=', date.today()),
+            ('charges_blocked', '=', False),
+        ], fields_names=[
+            'booking.number',
+            'main_guest.name',
+            'main_guest.id_number',
+            'room.code',
+            'product.template.name',
+            'registration_state',
+            'arrival_date',
+            'departure_date',
+        ])
+        return res
+
    def get_unit_price_w_tax(self, name=None):
        Tax = Pool().get('account.tax')
        res = self.unit_price or 0
--- a/hotel.xml
+++ b/hotel.xml
@ -112,5 +112,20 @@ this repository contains the full copyright notices and license terms. -->
            <field name="sequence_type" ref="sequence_type_hotel"/>
        </record>

+        <record model="ir.ui.view" id="sale_transfer_to_folio_start_view_form">
+          <field name="model">sale.transfer_to_folio.start</field>
+          <field name="type">form</field>
+          <field name="name">sale_transfer_to_folio_form</field>
+        </record>
+        <record model="ir.action.wizard" id="act_sale_transfer_to_folio">
+          <field name="name">Transfer to Folio</field>
+          <field name="wiz_name">sale.transfer_to_folio</field>
+        </record>
+        <record model="ir.action.keyword" id="act_sale_transfer_to_folio_keyword">
+          <field name="keyword">form_action</field>
+          <field name="model">sale.sale,-1</field>
+          <field name="action" ref="act_sale_transfer_to_folio"/>
+        </record>
+
    </data>
 </tryton>
--- a/sale.py
+++ b/sale.py
@ -1,17 +1,68 @@
 # This file is part of Presik.  The COPYRIGHT file at the top level of
 # this repository contains the full copyright notices and license terms.
-from datetime import datetime
+from datetime import datetime, date
 from decimal import Decimal

-from trytond.pool import Pool
-from trytond.wizard import Wizard, StateView, Button, StateReport
+from trytond.i18n import gettext
+from trytond.pool import Pool, PoolMeta
 from trytond.report import Report
 from trytond.model import ModelView, fields
 from trytond.transaction import Transaction
+from trytond.exceptions import UserError
+from trytond.wizard import (
+    Wizard, StateView, Button, StateReport, StateTransition)

 _ZERO = Decimal(0)


+class Sale(metaclass=PoolMeta):
+    __name__ = 'sale.sale'
+    folio = fields.Many2One('hotel.folio', 'Folio', states={
+            'readonly': True,
+        })
+
+    @classmethod
+    def __setup__(cls):
+        super(Sale, cls).__setup__()
+        cls.state.selection.append(('transfered', 'Transfered'))
+
+    @classmethod
+    def transfer_to_folio(cls, sale_id, folio_id):
+        sale, = cls.browse([sale_id])
+        Charge = Pool().get('hotel.folio.charge')
+        Folio = Pool().get('hotel.folio')
+        to_create = []
+        folio = Folio(folio_id)
+        number = folio.booking.number
+        if folio.charges_blocked:
+            raise UserError(gettext('hotel.msg_folio_charges_blocked'))
+        if folio.registration_state == 'check_out':
+            raise UserError(gettext('hotel.msg_folio_closed'))
+        for line in sale.lines:
+            to_create.append({
+                'folio': folio_id,
+                'product': line.product.id,
+                'description': line.description,
+                'quantity': line.quantity,
+                'date_service': line.sale.sale_date,
+                'unit_price': line.unit_price,
+                'kind': 'product',
+                'order': number,
+                'status': 'pending',
+                'origin': f'sale.sale,{sale_id}',
+            })
+        Charge.create(to_create)
+
+        cls.write([sale], {
+            'state': 'transfered',
+            'folio': folio_id,
+            'invoice_method': 'manual',
+            'shipment_method': 'manual',
+            'reference': number,
+        })
+        return 'ok'
+
+
 class InvoiceIncomeDailyStart(ModelView):
    'Invoice Income Daily Start'
    __name__ = 'hotel.invoice_income_daily.start'
@ -221,3 +272,31 @@ class InvoiceSimplifiedReport(Report):

        report_context['company'] = Company(Transaction().context['company'])
        return report_context
+
+
+class SaleTransferFolioStart(ModelView):
+    'Sale Transfer Folio Start'
+    __name__ = 'sale.transfer_to_folio.start'
+    folio = fields.Many2One('hotel.folio', 'Folio', domain=[
+        ('registration_state', '=', 'check_in'),
+        ('arrival_date', '<=', date.today()),
+        ('departure_date', '>=', date.today()),
+    ])
+
+
+class SaleTransferFolio(Wizard):
+    'Sale Transfer Folio'
+    __name__ = 'sale.transfer_to_folio'
+    start = StateView(
+        'sale.transfer_to_folio.start',
+        'hotel.sale_transfer_to_folio_start_view_form', [
+            Button('Cancel', 'end', 'tryton-cancel'),
+            Button('Ok', 'accept', 'tryton-ok', default=True),
+        ])
+    accept = StateTransition()
+
+    def transition_accept(self):
+        Sale = Pool().get('sale.sale')
+        sale_id = Transaction().context['active_id']
+        Sale.transfer_to_folio(sale_id, self.start.folio.id)
+        return 'end'
--- a/sale.xml
+++ b/sale.xml
@ -3,6 +3,11 @@
 The COPYRIGHT file at the top level of this repository contains the full copyright notices and license terms. -->
 <tryton>
    <data>
+        <record model="ir.ui.view" id="sale_view_form">
+            <field name="model">sale.sale</field>
+            <field name="inherit" ref="sale.sale_view_form"/>
+            <field name="name">sale_form</field>
+        </record>

        <record model="ir.action.report" id="report_invoice_income_daily">
            <field name="name">Report Invoice Income Daily</field>
--- a/tryton.cfg
+++ b/tryton.cfg
@ -1,5 +1,5 @@
 [tryton]
-version=6.0.112
+version=6.0.113
 depends:
    party
    company
--- a/view/folio_charge_form.xml
+++ b/view/folio_charge_form.xml
@ -41,4 +41,6 @@ this repository contains the full copyright notices and license terms. -->
    <field name="move"/>
    <label name="analytic_account"/>
    <field name="analytic_account"/>
+    <label name="origin"/>
+    <field name="origin"/>
 </form>
--- a/view/folio_charge_tree.xml
+++ b/view/folio_charge_tree.xml
@ -13,5 +13,6 @@ this repository contains the full copyright notices and license terms. -->
    <field name="order"/>
    <field name="invoice_to"/>
    <field name="state" expand="1"/>
-    <field name="status"/>
+    <field name="status" expand="1"/>
+    <field name="origin" expand="1"/>
 </tree>
--- a/view/sale_form.xml
+++ b/view/sale_form.xml
@ -0,0 +1,11 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton.  The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<data>
+    <xpath
+        expr="/form/notebook/page[@id='other']/field[@name='shipping_date']"
+        position="after">
+            <label name="folio"/>
+            <field name="folio"/>
+    </xpath>
+</data>
--- a/view/sale_transfer_to_folio_form.xml
+++ b/view/sale_transfer_to_folio_form.xml
@ -0,0 +1,7 @@
+<?xml version="1.0"?>
+<!-- This file is part of Tryton.  The COPYRIGHT file at the top level of
+this repository contains the full copyright notices and license terms. -->
+<form>
+    <label name="folio" />
+    <field name="folio" />
+</form>