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gsinghpal
304
fusion_claims/wizard/mod_pca_received_wizard.py
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304
fusion_claims/wizard/mod_pca_received_wizard.py
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# -*- coding: utf-8 -*-
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from odoo import models, fields, api, _
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from odoo.exceptions import UserError
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from odoo.fields import Command
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from markupsafe import Markup
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import logging
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_logger = logging.getLogger(__name__)
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class ModPcaReceivedWizard(models.TransientModel):
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_name = 'fusion_claims.mod.pca.received.wizard'
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_description = 'MOD - Record PCA Receipt and Create Invoice(s)'
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sale_order_id = fields.Many2one('sale.order', required=True, readonly=True)
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currency_id = fields.Many2one('res.currency', related='sale_order_id.currency_id')
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order_total = fields.Monetary(
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related='sale_order_id.amount_untaxed', string='Order Subtotal', readonly=True)
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# PCA Document
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pca_document = fields.Binary(string='PCA Document', required=True)
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pca_filename = fields.Char(string='PCA Filename')
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# Case details (pre-filled from order, editable)
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hvmp_reference = fields.Char(string='HVMP Reference #')
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case_worker_id = fields.Many2one(
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'res.partner', string='Case Worker',
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help='March of Dimes case worker assigned to this case',
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)
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# Approval details
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approval_type = fields.Selection([
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('full', 'Full Approval'),
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('partial', 'Partial Approval'),
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], string='Approval Type', required=True, default='full')
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approved_amount = fields.Monetary(
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string='MOD Approved Amount',
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currency_field='currency_id',
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help='Total amount approved by March of Dimes (before taxes)',
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)
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# Preview lines (computed when partial)
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preview_line_ids = fields.One2many(
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'fusion_claims.mod.funding.approved.wizard.line', 'wizard_id',
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string='Line Split Preview',
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)
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@api.model
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def default_get(self, fields_list):
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res = super().default_get(fields_list)
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if self.env.context.get('active_id'):
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order = self.env['sale.order'].browse(self.env.context['active_id'])
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res['sale_order_id'] = order.id
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if order.x_fc_case_reference:
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res['hvmp_reference'] = order.x_fc_case_reference
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if order.x_fc_case_worker:
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res['case_worker_id'] = order.x_fc_case_worker.id
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if order.x_fc_mod_pca_document:
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res['pca_document'] = order.x_fc_mod_pca_document
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res['pca_filename'] = order.x_fc_mod_pca_filename
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if order.x_fc_mod_approved_amount:
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res['approved_amount'] = order.x_fc_mod_approved_amount
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res['approval_type'] = order.x_fc_mod_approval_type or 'full'
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else:
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res['approved_amount'] = order.amount_untaxed
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return res
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@api.onchange('approval_type', 'approved_amount')
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def _onchange_compute_preview(self):
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"""Compute the proportional split preview when partial approval."""
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order = self.sale_order_id
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if not order:
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return
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lines = []
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product_lines = order.order_line.filtered(
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lambda l: not l.display_type and l.product_uom_qty > 0 and l.product_id)
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if self.approval_type == 'partial' and self.approved_amount and self.approved_amount > 0:
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subtotal = order.amount_untaxed
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if subtotal <= 0:
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return
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for line in product_lines:
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ratio = line.price_subtotal / subtotal if subtotal else 0
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mod_amount = round(self.approved_amount * ratio, 2)
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client_amount = round(line.price_subtotal - mod_amount, 2)
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lines.append((0, 0, {
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'product_name': line.product_id.display_name,
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'quantity': line.product_uom_qty,
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'line_total': line.price_subtotal,
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'mod_amount': mod_amount,
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'client_amount': client_amount,
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}))
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elif self.approval_type == 'full':
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for line in product_lines:
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lines.append((0, 0, {
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'product_name': line.product_id.display_name,
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'quantity': line.product_uom_qty,
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'line_total': line.price_subtotal,
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'mod_amount': line.price_subtotal,
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'client_amount': 0,
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}))
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self.preview_line_ids = [(5, 0, 0)] + lines
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def action_confirm(self):
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"""Record PCA, set approval amounts, and create invoice(s)."""
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self.ensure_one()
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order = self.sale_order_id
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if not self.pca_document:
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raise UserError(_("Please attach the PCA document."))
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if self.approval_type == 'partial':
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if not self.approved_amount or self.approved_amount <= 0:
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raise UserError(_("Please enter the approved amount for partial approval."))
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if self.approved_amount >= order.amount_untaxed:
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raise UserError(_(
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"Approved amount is equal to or greater than the order subtotal. "
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"Use 'Full Approval' instead."))
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client_name = order.partner_id.name or 'Client'
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# Update sale order
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vals = {
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'x_fc_mod_status': 'contract_received',
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'x_fc_mod_pca_received_date': fields.Date.today(),
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'x_fc_mod_pca_document': self.pca_document,
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'x_fc_mod_pca_filename': self.pca_filename or f'PCA - {client_name}.pdf',
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'x_fc_mod_approval_type': self.approval_type,
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}
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if self.approval_type == 'partial':
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vals['x_fc_mod_approved_amount'] = self.approved_amount
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vals['x_fc_mod_payment_commitment'] = self.approved_amount
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else:
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vals['x_fc_mod_approved_amount'] = order.amount_untaxed
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vals['x_fc_mod_payment_commitment'] = order.amount_total
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if self.case_worker_id:
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vals['x_fc_case_worker'] = self.case_worker_id.id
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if self.hvmp_reference:
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vals['x_fc_case_reference'] = self.hvmp_reference
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order.write(vals)
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# Create invoices
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mod_partner = order._get_mod_partner()
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client = order.partner_id
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if self.approval_type == 'full':
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mod_invoice = self._create_full_invoice(order, mod_partner)
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self._log_pca_and_invoices(order, mod_invoice)
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return self._open_invoice(mod_invoice)
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else:
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mod_invoice = self._create_split_mod_invoice(order, mod_partner)
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client_invoice = self._create_split_client_invoice(order, client)
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self._log_pca_and_invoices(order, mod_invoice, client_invoice)
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return self._open_invoice(mod_invoice)
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# ------------------------------------------------------------------
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# Invoice creation helpers
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# ------------------------------------------------------------------
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def _create_full_invoice(self, order, mod_partner):
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"""Create a single MOD invoice for the full order amount."""
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line_vals = []
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for line in order.order_line:
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if line.display_type in ('line_section', 'line_note'):
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line_vals.append(Command.create({
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'display_type': line.display_type,
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'name': line.name,
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'sequence': line.sequence,
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}))
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elif not line.display_type and line.product_uom_qty > 0:
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inv_line = line._prepare_invoice_line()
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inv_line['quantity'] = line.product_uom_qty
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inv_line['sequence'] = line.sequence
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line_vals.append(Command.create(inv_line))
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return order._create_mod_invoice(
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partner_id=mod_partner.id,
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invoice_lines=line_vals,
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portion_type='full',
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label=' (March of Dimes - Full)',
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)
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def _create_split_mod_invoice(self, order, mod_partner):
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"""Create MOD invoice with proportionally reduced amounts."""
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subtotal = order.amount_untaxed
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approved = self.approved_amount
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line_vals = []
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for line in order.order_line:
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if line.display_type in ('line_section', 'line_note'):
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line_vals.append(Command.create({
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'display_type': line.display_type,
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'name': line.name,
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'sequence': line.sequence,
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}))
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elif not line.display_type and line.product_uom_qty > 0:
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ratio = line.price_subtotal / subtotal if subtotal else 0
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mod_line_amount = round(approved * ratio, 2)
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mod_price_unit = round(
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mod_line_amount / line.product_uom_qty, 2
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) if line.product_uom_qty else 0
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inv_line = line._prepare_invoice_line()
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inv_line['quantity'] = line.product_uom_qty
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inv_line['price_unit'] = mod_price_unit
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inv_line['sequence'] = line.sequence
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line_vals.append(Command.create(inv_line))
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return order._create_mod_invoice(
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partner_id=mod_partner.id,
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invoice_lines=line_vals,
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portion_type='adp',
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label=' (March of Dimes Portion)',
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)
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def _create_split_client_invoice(self, order, client):
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"""Create Client invoice with the difference amounts."""
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subtotal = order.amount_untaxed
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approved = self.approved_amount
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line_vals = []
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for line in order.order_line:
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if line.display_type in ('line_section', 'line_note'):
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line_vals.append(Command.create({
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'display_type': line.display_type,
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'name': line.name,
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'sequence': line.sequence,
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}))
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elif not line.display_type and line.product_uom_qty > 0:
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ratio = line.price_subtotal / subtotal if subtotal else 0
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mod_line_amount = round(approved * ratio, 2)
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client_line_amount = round(line.price_subtotal - mod_line_amount, 2)
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client_price_unit = round(
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client_line_amount / line.product_uom_qty, 2
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) if line.product_uom_qty else 0
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inv_line = line._prepare_invoice_line()
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inv_line['quantity'] = line.product_uom_qty
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inv_line['price_unit'] = client_price_unit
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inv_line['sequence'] = line.sequence
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if client_line_amount <= 0:
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inv_line['price_unit'] = 0
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inv_line['name'] = f'{line.name}\n[Covered by March of Dimes]'
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line_vals.append(Command.create(inv_line))
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return order._create_mod_invoice(
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partner_id=client.id,
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invoice_lines=line_vals,
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portion_type='client',
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label=' (Client Portion)',
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)
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# ------------------------------------------------------------------
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# Logging and navigation
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# ------------------------------------------------------------------
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def _log_pca_and_invoices(self, order, mod_invoice, client_invoice=None):
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"""Log PCA receipt and invoice creation to chatter."""
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parts = [f'<strong>PCA Received and Invoice(s) Created</strong>']
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parts.append(f'Date: {fields.Date.today().strftime("%B %d, %Y")}')
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if self.hvmp_reference:
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parts.append(f'HVMP Reference: {self.hvmp_reference}')
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if self.case_worker_id:
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parts.append(f'Case Worker: {self.case_worker_id.name}')
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type_label = 'Full Approval' if self.approval_type == 'full' else 'Partial Approval'
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parts.append(f'Approval Type: {type_label}')
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if self.approval_type == 'partial':
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parts.append(f'MOD Approved: ${self.approved_amount:,.2f}')
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parts.append(
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f'Client Portion: ${order.amount_untaxed - self.approved_amount:,.2f}')
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inv_links = [
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f'MOD Invoice: <a href="/web#id={mod_invoice.id}'
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f'&model=account.move&view_type=form">'
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f'{mod_invoice.name or "Draft"}</a>'
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]
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if client_invoice:
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inv_links.append(
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f'Client Invoice: <a href="/web#id={client_invoice.id}'
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f'&model=account.move&view_type=form">'
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f'{client_invoice.name or "Draft"}</a>'
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)
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parts.extend(inv_links)
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order.message_post(
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body=Markup('<div class="alert alert-success">' + '<br/>'.join(parts) + '</div>'),
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message_type='notification', subtype_xmlid='mail.mt_note',
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)
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def _open_invoice(self, invoice):
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return {
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'type': 'ir.actions.act_window',
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'name': 'Invoice',
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'res_model': 'account.move',
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'view_mode': 'form',
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'res_id': invoice.id,
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}
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