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Fusion Accounting/models/inter_company_rules.py
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238
Fusion Accounting/models/inter_company_rules.py
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# Fusion Accounting - Inter-Company Invoice Synchronization
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# Copyright (C) 2026 Nexa Systems Inc. (https://nexasystems.ca)
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# Original implementation for the Fusion Accounting module.
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#
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# When an invoice is posted in Company A to a partner that IS Company B,
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# automatically creates a matching bill in Company B (and vice-versa).
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import logging
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from odoo import api, fields, models, Command, _
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from odoo.exceptions import UserError, ValidationError
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_logger = logging.getLogger(__name__)
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class FusionInterCompanyRules(models.Model):
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"""Extends res.company with inter-company invoice synchronization settings.
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When enabled, posting an invoice in one company that targets a partner
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linked to another company in the same database will automatically
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generate the corresponding counter-document (bill ↔ invoice) in the
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target company.
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"""
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_inherit = 'res.company'
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# =====================================================================
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# Configuration Fields
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# =====================================================================
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fusion_intercompany_invoice_enabled = fields.Boolean(
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string="Inter-Company Invoice Sync",
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default=False,
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help="When enabled, posting an invoice/bill to a partner that "
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"represents another company will automatically create the "
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"corresponding counter-document in that company.",
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)
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fusion_intercompany_invoice_journal_id = fields.Many2one(
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comodel_name='account.journal',
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string="Inter-Company Journal",
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domain="[('type', 'in', ('sale', 'purchase'))]",
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help="Default journal used to create inter-company invoices/bills. "
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"If empty, the system will pick the first appropriate journal "
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"in the target company.",
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)
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# =====================================================================
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# Helpers
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# =====================================================================
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def _fusion_get_intercompany_target(self, partner):
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"""Return the company record linked to the given partner, if any.
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A partner is considered an inter-company partner when it shares the
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same ``company_id`` reference or the partner *is* the commercial
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entity of another company in the system.
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:param partner: res.partner record
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:returns: res.company recordset (may be empty)
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"""
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self.ensure_one()
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if not partner:
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return self.env['res.company']
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target_company = self.env['res.company'].sudo().search([
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('partner_id', '=', partner.commercial_partner_id.id),
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('id', '!=', self.id),
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], limit=1)
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return target_company
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class FusionInterCompanyAccountMove(models.Model):
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"""Extends account.move to trigger inter-company invoice creation on post."""
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_inherit = 'account.move'
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fusion_intercompany_move_id = fields.Many2one(
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comodel_name='account.move',
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string="Inter-Company Counter-Document",
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copy=False,
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readonly=True,
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help="The matching invoice or bill that was auto-created in the "
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"partner's company.",
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)
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fusion_intercompany_source_id = fields.Many2one(
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comodel_name='account.move',
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string="Inter-Company Source Document",
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copy=False,
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readonly=True,
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help="The original invoice or bill in the originating company "
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"that triggered the creation of this document.",
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)
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# ------------------------------------------------------------------
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# Post Override
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# ------------------------------------------------------------------
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def _post(self, soft=True):
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"""Override to trigger inter-company document creation after posting."""
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posted = super()._post(soft=soft)
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for move in posted:
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move._fusion_trigger_intercompany_sync()
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return posted
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def _fusion_trigger_intercompany_sync(self):
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"""Check conditions and create the inter-company counter-document."""
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self.ensure_one()
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# Only applies to customer invoices / vendor bills
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if self.move_type not in ('out_invoice', 'out_refund', 'in_invoice', 'in_refund'):
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return
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company = self.company_id
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if not company.fusion_intercompany_invoice_enabled:
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return
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# Already has a counter-document
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if self.fusion_intercompany_move_id:
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return
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partner = self.partner_id.commercial_partner_id
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target_company = company._fusion_get_intercompany_target(partner)
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if not target_company:
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return
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# Target company must also have the feature enabled
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if not target_company.fusion_intercompany_invoice_enabled:
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return
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try:
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self._create_intercompany_invoice(target_company)
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except Exception as exc:
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_logger.warning(
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"Fusion Inter-Company: failed to create counter-document "
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"for %s (id=%s): %s",
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self.name, self.id, exc,
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)
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# ------------------------------------------------------------------
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# Counter-Document Creation
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# ------------------------------------------------------------------
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_MOVE_TYPE_MAP = {
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'out_invoice': 'in_invoice',
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'out_refund': 'in_refund',
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'in_invoice': 'out_invoice',
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'in_refund': 'out_refund',
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}
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def _create_intercompany_invoice(self, target_company):
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"""Create the counter-document in *target_company*.
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Maps:
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- Customer Invoice → Vendor Bill (and vice-versa)
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- Customer Credit Note → Vendor Credit Note
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Line items are copied with accounts resolved in the target company's
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chart of accounts. Taxes are **not** copied to avoid cross-company
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tax configuration issues; the target company's fiscal position and
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default taxes will apply instead.
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:param target_company: res.company record of the receiving company
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"""
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self.ensure_one()
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target_move_type = self._MOVE_TYPE_MAP.get(self.move_type)
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if not target_move_type:
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return
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# Determine journal in target company
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journal = target_company.fusion_intercompany_invoice_journal_id
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if not journal or journal.company_id != target_company:
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journal_type = 'purchase' if target_move_type.startswith('in_') else 'sale'
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journal = self.env['account.journal'].sudo().search([
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('company_id', '=', target_company.id),
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('type', '=', journal_type),
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], limit=1)
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if not journal:
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_logger.warning(
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"Fusion Inter-Company: no %s journal found in company %s",
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'purchase' if target_move_type.startswith('in_') else 'sale',
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target_company.name,
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)
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return
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# Build the partner reference: the originating company's partner
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source_partner = self.company_id.partner_id
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# Prepare invoice line values
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line_vals = []
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for line in self.invoice_line_ids.filtered(lambda l: l.display_type == 'product'):
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line_vals.append(Command.create({
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'name': line.name or '/',
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'quantity': line.quantity,
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'price_unit': line.price_unit,
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'discount': line.discount,
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'product_id': line.product_id.id if line.product_id else False,
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'product_uom_id': line.product_uom_id.id if line.product_uom_id else False,
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'analytic_distribution': line.analytic_distribution,
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}))
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if not line_vals:
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_logger.info(
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"Fusion Inter-Company: no product lines to copy for %s (id=%s)",
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self.name, self.id,
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)
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return
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# Create the counter-document in sudo context of target company
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move_vals = {
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'move_type': target_move_type,
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'journal_id': journal.id,
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'company_id': target_company.id,
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'partner_id': source_partner.id,
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'invoice_date': self.invoice_date,
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'date': self.date,
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'ref': _("IC: %s", self.name),
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'narration': self.narration,
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'currency_id': self.currency_id.id,
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'invoice_line_ids': line_vals,
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'fusion_intercompany_source_id': self.id,
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}
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new_move = self.env['account.move'].sudo().with_company(
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target_company
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).create(move_vals)
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# Link the two documents
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self.sudo().write({
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'fusion_intercompany_move_id': new_move.id,
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})
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_logger.info(
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"Fusion Inter-Company: created %s (id=%s) in %s from %s (id=%s)",
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new_move.name, new_move.id, target_company.name,
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self.name, self.id,
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)
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return new_move
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