[IMP] contract useability and invoicing
bzr revid: fp@openerp.com-20121028151537-98wz6qiosmumbqvg
This commit is contained in:
Fabien Pinckaers
parent
f721ff1d14
commit
4f0c5bf19c
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@ -61,7 +61,7 @@
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</span>
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<span attrs="{'invisible': [('fix_price_to_invoice','<>',0.0)]}" class="oe_grey">
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No order to invoice, view
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No order to invoice, create
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</span>
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<button name="%(action_sales_order)d" string="Sale Orders"
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type="action"
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@ -84,7 +84,7 @@
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<field class="oe_inline" name="ca_to_invoice" attrs="{'invisible': [('invoice_on_timesheets','=',False)]}"/>
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</td><td class="oe_timesheet_action" attrs="{'invisible': [('invoice_on_timesheets','=',False)]}">
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<span attrs="{'invisible': [('ca_to_invoice','=',0.0)]}" class="oe_grey">
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<button name="%(hr_timesheet_invoice.act_acc_analytic_acc_2_report_acc_analytic_line_to_invoice)d"
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<button name="%(hr_timesheet_invoice.action_hr_timesheet_invoice_create_final)d"
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type="action"
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class="oe_link"
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string="⇒ Invoice"/>
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@ -141,11 +141,11 @@ class account_analytic_account(osv.osv):
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'name': fields.char('Account/Contract Name', size=128, required=True),
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'complete_name': fields.function(_complete_name_calc, type='char', string='Full Account Name'),
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'code': fields.char('Reference', size=24, select=True),
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'type': fields.selection([('view','Analytic View'), ('normal','Analytic Account'),('contract','Contract or Project'),('template','Template of Project')], 'Type of Account', required=True,
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'type': fields.selection([('view','Analytic View'), ('normal','Analytic Account'),('contract','Contract or Project'),('template','Template of Contract')], 'Type of Account', required=True,
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help="If you select the View Type, it means you won\'t allow to create journal entries using that account.\n"\
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"The type 'Analytic account' stands for usual accounts that you only want to use in accounting.\n"\
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"If you select Contract or Project, it offers you the possibility to manage the validity and the invoicing options for this account.\n"\
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"The special type 'Template of Project' allows you to define a template with default data that you can reuse easily."),
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"The special type 'Template of Contract' allows you to define a template with default data that you can reuse easily."),
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'template_id': fields.many2one('account.analytic.account', 'Template of Contract'),
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'description': fields.text('Description'),
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'parent_id': fields.many2one('account.analytic.account', 'Parent Analytic Account', select=2),
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@ -195,7 +195,7 @@ class account_analytic_account(osv.osv):
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_inherit = 'account.analytic.account'
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_description = 'Analytic Account'
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_columns = {
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'use_timesheets': fields.boolean('Timesheets', help="Check this field if this project manages timesheets"),
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'use_timesheets': fields.boolean('Use Timesheets', help="Check this field if this project manages timesheets"),
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}
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def on_change_template(self, cr, uid, ids, template_id, context=None):
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@ -85,6 +85,23 @@
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<field name="src_model">account.analytic.account</field>
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<field name="view_mode">tree,form</field>
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<field name="view_type">form</field>
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<field name="help" type="html">
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<p>
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No activity yet on this contract.
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</p><p>
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In OpenERP, contracts and projects are implemented using
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analytic account. So, you can track costs and revenues to analyse
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your margins easily.
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</p><p>
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Costs will be created automatically when you register supplier
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invoices, expenses or timesheets.
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</p><p>
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Revenues will be created automatically when you create customer
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invoices. Customer invoices can be created based on sale orders
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(fixed price invoices), on timesheets (based on the work done) or
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on expenses (e.g. reinvoicing of travel costs).
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</p>
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</field>
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</record>
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@ -16,5 +16,10 @@
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<field name="customer_name">50%</field>
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<field name="factor">50.0</field>
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</record>
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<record id="timesheet_invoice_factor4" model="hr_timesheet_invoice.factor">
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<field name="name">80%</field>
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<field name="customer_name">80%</field>
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<field name="factor">20.0</field>
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</record>
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</data>
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</openerp>
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@ -9,8 +9,8 @@
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<field name="arch" type="xml">
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<xpath expr='//separator[@name="description"]' position='before'>
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<group string="Invoice on Timesheets Options" name="invoice_on_timesheets" col="4">
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<field name="pricelist_id" />
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<field name="to_invoice" widget="selection"/>
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<field name="pricelist_id" groups="product.group_sale_pricelist"/>
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<field name="to_invoice"/>
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</group>
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</xpath>
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<xpath expr="//field[@name='use_timesheets']" position="replace">
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@ -36,14 +36,17 @@ class final_invoice_create(osv.osv_memory):
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_description = 'Create invoice from timesheet final'
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_columns = {
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'date': fields.boolean('Date', help='Display date in the history of works'),
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'time': fields.boolean('Time spent', help='Display time in the history of works'),
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'name': fields.boolean('Name of entry', help='Display detail of work in the invoice line.'),
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'time': fields.boolean('Time Spent', help='Display time in the history of works'),
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'name': fields.boolean('Log of Activity', help='Display detail of work in the invoice line.'),
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'price': fields.boolean('Cost', help='Display cost of the item you reinvoice'),
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'product': fields.many2one('product.product', 'Product', help='The product that will be used to invoice the remaining amount'),
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}
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def do_create(self, cr, uid, ids, context=None):
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data = self.read(cr, uid, ids, [], context=context)[0]
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# hack for fixing small issue (context should not propagate implicitly between actions)
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if 'default_type' in context:
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del context['default_type']
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ids = self.pool.get('account.analytic.line').search(cr, uid, [('invoice_id','=',False),('to_invoice','<>', False), ('account_id', 'in', context['active_ids'])], context=context)
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invs = self.pool.get('account.analytic.line').invoice_cost_create(cr, uid, ids, data, context=context)
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mod_obj = self.pool.get('ir.model.data')
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@ -169,7 +169,8 @@ class account_analytic_line(osv.osv):
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details.append(line['name'])
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note.append(u' - '.join(map(lambda x: unicode(x) or '',details)))
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curr_line['name'] += "\n".join(map(lambda x: unicode(x) or '',note))
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if note:
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curr_line['name'] += "\n" + ("\n".join(map(lambda x: unicode(x) or '',note)))
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invoice_line_obj.create(cr, uid, curr_line, context=context)
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cr.execute("update account_analytic_line set invoice_id=%s WHERE account_id = %s and id IN %s", (last_invoice, account.id, tuple(ids)))
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@ -26,13 +26,19 @@
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<field name="model">hr.timesheet.invoice.create.final</field>
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<field name="arch" type="xml">
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<form string="Invoice contract" version="7.0">
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<separator string="Do you want to display work details on the invoice?" colspan="4"/>
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<field name="date"/>
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<field name="time"/>
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<field name="name"/>
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<field name="price"/>
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<separator string="Force to use a special product" colspan="4"/>
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<field name="product"/>
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<p>Do you want to show details of each activity to your customer?</p>
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<group>
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<group>
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<field name="date"/>
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<field name="time"/>
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</group><group>
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<field name="name"/>
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<field name="price"/>
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</group>
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</group>
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<group string="Force to use a special product" groups="base.group_no_one">
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<field name="product"/>
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</group>
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<footer>
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<button name="do_create" string="Create Invoice" type="object" class="oe_highlight"/>
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or
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@ -306,20 +306,6 @@
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</group>
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</group>
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</page>
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<page string="History">
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<separator string="Invoices"/>
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<field name="invoice_ids" context="{'form_view_ref':'account.invoice_form'}">
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<tree string="Invoices" colors="blue:state == 'draft';black:state in ('proforma','proforma2','open');gray:state == 'cancel'">
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<field name="date_invoice"/>
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<field name="number"/>
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<field name="partner_id" string="Customer"/>
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<field name="user_id"/>
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<field name="date_due"/>
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<field name="amount_total"/>
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<field name="state"/>
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</tree>
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</field>
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</page>
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</notebook>
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</sheet>
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<div class="oe_chatter">
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@ -360,6 +346,7 @@
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<filter string="My Sale Orders" domain="[('user_id','=',uid)]" help="My Sale Orders" icon="terp-personal" name="my_sale_orders_filter"/>
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<field name="partner_id"/>
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<field name="user_id"/>
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<field name="project_id"/>
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<group expand="0" string="Group By...">
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<filter string="Customer" icon="terp-personal" domain="[]" context="{'group_by':'partner_id'}"/>
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<filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
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