trytonpsk-sale_salesman/invoice.py

# This file is part of Tryton. The COPYRIGHT file at the top level
# of this repository contains the full copyright notices and license terms.
from __future__ import with_statement
from decimal import Decimal
import datetime
from trytond.pool import Pool, PoolMeta
from trytond.pyson import Eval
from trytond.report import Report
from trytond.transaction import Transaction
from trytond.model import ModelView, fields
from trytond.wizard import Wizard, StateView, Button, StateReport

_ZERO = Decimal('0.0')


class Invoice(metaclass=PoolMeta):
    __name__ = 'account.invoice'
    salesman = fields.Many2One('company.employee', 'Salesman', states={
        'readonly': Eval('state') != 'draft',
        'invisible': Eval('type') != 'out',
    })


class PortfolioBySalesmanStart(ModelView):
    'Portfolio Detailed Start'
    __name__ = 'sale_salesman.portfolio_by_salesman.start'
    company = fields.Many2One('company.company', 'Company', required=True)
    to_date = fields.Date('To Date')

    @staticmethod
    def default_company():
        return Transaction().context.get('company')


class PortfolioBySalesman(Wizard):
    'Portfolio Detailed'
    __name__ = 'sale_salesman.portfolio_by_salesman'
    start = StateView('sale_salesman.portfolio_by_salesman.start',
        'sale_salesman.print_portfolio_by_salesman_start_view_form', [
            Button('Cancel', 'end', 'tryton-cancel'),
            Button('Print', 'print_', 'tryton-ok', default=True),
        ])
    print_ = StateReport('sale_salesman.portfolio_by_salesman.report')

    def do_print_(self, action):
        data = {
            'ids': [],
            'company': self.start.company.id,
            'to_date': self.start.to_date,
        }
        return action, data

    def transition_print_(self):
        return 'end'


class PortfolioBySalesmanReport(Report):
    __name__ = 'sale_salesman.portfolio_by_salesman.report'

    @classmethod
    def get_domain_invoice(cls, domain, data):
        return domain, data

    @classmethod
    def get_context(cls, records, header, data):
        report_context = super().get_context(records, header, data)

        pool = Pool()
        Invoice = pool.get('account.invoice')
        today = pool.get('ir.date').today()

        dom_invoices = [
            ('company', '=', data['company']),
            ('salesman', '!=', None),
            ('type', '=', 'out'),
        ]

        states = ['posted']

        if data['to_date']:
            dif_date = today - data['to_date']
            if dif_date and abs(dif_date) > datetime.timedelta(days=5):
                states.append('paid')
                dom_invoices.append(
                    ('invoice_date', '<=', data['to_date']),
                )
        dom_invoices.append(
            ('state', 'in', states),
        )

        dom_invoices, data = cls.get_domain_invoice(dom_invoices, data)
        invoices = Invoice.search(dom_invoices,
            order=[('party.name', 'ASC'), ('invoice_date', 'ASC')]
        )

        salesmans = {}

        for invoice in invoices:
            pay_to_date = []
            if data['to_date']:
                if not invoice.move:
                    continue

                move_lines_paid = []
                for line in invoice.payment_lines:
                    if line.move.date <= data['to_date']:
                        pay_to_date.append(line.debit - line.credit)
                        move_lines_paid.append(line.id)
                for line in invoice.move.lines:
                    if not line.reconciliation:
                        continue
                    for recline in line.reconciliation.lines:
                        if recline.id == line.id or line.id in move_lines_paid:
                            continue
                        if recline.move.date <= data['to_date']:
                            pay_to_date.append(recline.debit - recline.credit)

                amount = sum(pay_to_date)
                if invoice.type == 'out':
                    amount *= -1
                if amount >= invoice.total_amount:
                    continue
                amount_to_pay = invoice.total_amount - amount
                invoice.amount_to_pay = amount_to_pay
            else:
                amount_to_pay = invoice.amount_to_pay
            if invoice.salesman.id not in salesmans.keys():
                salesmans[invoice.salesman.id] = {
                    'salesman': invoice.salesman.party.name,
                    'invoices': [],
                    'total_invoices': [],
                    'total_amount_to_pay': [],
                }

            aged = (today - invoice.invoice_date).days
            setattr(invoice, 'aged', aged)

            salesmans[invoice.salesman.id]['invoices'].append(invoice)
            salesmans[invoice.salesman.id]['total_invoices'].append(
                invoice.total_amount)
            salesmans[invoice.salesman.id]['total_amount_to_pay'].append(
                amount_to_pay)

        report_context['records'] = list(salesmans.values())
        return report_context