[IMP] commission: Add new settlement period (All pending records) to …

…settle in only one settlement

TT48574

account_commission/README.rst

@@ -2,7 +2,7 @@
 Account commissions
 ===================
 
-.. 
+..
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
@@ -133,6 +133,7 @@ Contributors
 
    -  Pedro M. Baeza
    -  Manuel Calero
+   -  Sergio Teruel
 
 -  `Quartile <https://www.quartile.co>`__:
 
@@ -166,7 +167,7 @@ promote its widespread use.
 
 Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
 
-|maintainer-pedrobaeza| 
+|maintainer-pedrobaeza|
 
 This module is part of the `OCA/commission <https://github.com/OCA/commission/tree/17.0/account_commission>`_ project on GitHub.
 

account_commission/readme/CONTRIBUTORS.rst

@@ -0,0 +1,21 @@
+* Pexego.
+* Davide Corio <[email protected]>
+* Joao Alfredo Gama Batista <[email protected]>
+* Sandy Carter <[email protected]>
+* Giorgio Borelli <[email protected]>
+* Daniel Campos <[email protected]>
+* Oihane Crucelaegui <[email protected]>
+* Nicola Malcontenti <[email protected]>
+* Aitor Bouzas <[email protected]>
+* Alexei Rivera <[email protected]>
+
+* `Tecnativa <https://www.tecnativa.com>`__:
+
+  * Pedro M. Baeza
+  * Manuel Calero
+  * Sergio Teruel
+
+* `Quartile <https://www.quartile.co>`__:
+
+  * Aung Ko Ko Lin
+  * Yoshi Tashiro

account_commission/static/description/index.html

@@ -366,7 +366,7 @@ <h1 class="title">Account commissions</h1>
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-!! source digest: sha256:0fb13edf183d9d1ecf7c4415929fabd687f91bd51e719c0e149a7148c57da4ef
+!! source digest: sha256:5788ea4c8f7cbff1e1296b584c797d90bca62e947922efbccef2b06e5dcc79b6
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
 <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/commission/tree/17.0/account_commission"><img alt="OCA/commission" src="https://img.shields.io/badge/github-OCA%2Fcommission-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/commission-17-0/commission-17-0-account_commission"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/commission&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>This module adds the function to calculate commissions in invoices
@@ -479,6 +479,7 @@ <h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
 <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
 <li>Pedro M. Baeza</li>
 <li>Manuel Calero</li>
+<li>Sergio Teruel</li>
 </ul>
 </li>
 <li><a class="reference external" href="https://www.quartile.co">Quartile</a>:<ul>

account_commission/tests/test_account_commission.py

@@ -7,7 +7,7 @@
 
 from odoo import fields
 from odoo.exceptions import UserError, ValidationError
-from odoo.tests import tagged
+from odoo.tests import Form, tagged
 
 from odoo.addons.commission.tests.test_commission import TestCommissionBase
 
@@ -532,3 +532,162 @@ def test_multi_currency(self):
             ]
         )
         self.assertEqual(2, len(settlements))
+
+    def test_invoice_partial_refund(self):
+        commission = self.commission_net_paid
+        agent = self.agent_monthly
+        today = fields.Date.today()
+        # Create an invoice
+        invoice = self._create_invoice(agent, commission, today, currency=None)
+        invoice.action_post()
+        # Register payment for invoice
+        payment_journal = self.env["account.journal"].search(
+            [("type", "=", "cash"), ("company_id", "=", invoice.company_id.id)],
+            limit=1,
+        )
+        register_payments = (
+            self.env["account.payment.register"]
+            .with_context(active_ids=invoice.id, active_model="account.move")
+            .create({"journal_id": payment_journal.id})
+        )
+        register_payments.action_create_payments()
+        # Make a parcial refund for the invoice
+        move_reversal = (
+            self.env["account.move.reversal"]
+            .with_context(active_model="account.move", active_ids=invoice.id)
+            .create(
+                {
+                    "reason": "no reason",
+                    "journal_id": invoice.journal_id.id,
+                }
+            )
+        )
+        refund_form = Form(
+            self.env["account.move"].browse(move_reversal.reverse_moves()["res_id"])
+        )
+        with refund_form.invoice_line_ids.edit(0) as line:
+            line.price_unit -= 2
+        refund = refund_form.save()
+        refund.action_post()
+        # Register payment for the refund
+        register_payments = (
+            self.env["account.payment.register"]
+            .with_context(active_ids=refund.id, active_model="account.move")
+            .create({"journal_id": payment_journal.id})
+        )
+        register_payments.action_create_payments()
+        # check settlement creation. The commission must be (5 - 3) * 0.1 = 0.4
+        self._settle_agent_invoice(agent, 1)
+        settlements = self.settle_model.search([("agent_id", "=", agent.id)])
+        self.assertEqual(2, len(settlements.line_ids))
+        self.assertEqual(0.4, sum(settlements.mapped("total")))
+
+    def test_invoice_full_refund(self):
+        commission = self.commission_net_paid
+        agent = self.agent_monthly
+        today = fields.Date.today()
+        # Create an invoice and refund it
+        invoice = self._create_invoice(agent, commission, today, currency=None)
+        invoice.action_post()
+        move_reversal = (
+            self.env["account.move.reversal"]
+            .with_context(active_model="account.move", active_ids=invoice.id)
+            .create(
+                {
+                    "reason": "no reason",
+                    "journal_id": invoice.journal_id.id,
+                }
+            )
+        )
+        move_reversal.reverse_moves()
+        # check settlement creation. The commission must be: (5 - 5) * 0.1 = 0
+        self._settle_agent_invoice(agent, 1)
+        settlements = self.settle_model.search(
+            [
+                ("agent_id", "=", agent.id),
+            ]
+        )
+        self.assertEqual(2, len(settlements.line_ids))
+        self.assertEqual(0, sum(settlements.mapped("total")))
+
+    def test_invoice_modify_refund(self):
+        commission = self.commission_net_paid
+        agent = self.agent_monthly
+        today = fields.Date.today()
+        # Create an invoice
+        invoice = self._create_invoice(agent, commission, today, currency=None)
+        invoice.action_post()
+        # Create a full refund and a new invoice
+        move_reversal = (
+            self.env["account.move.reversal"]
+            .with_context(active_model="account.move", active_ids=invoice.id)
+            .create(
+                {
+                    "reason": "no reason",
+                    "journal_id": invoice.journal_id.id,
+                }
+            )
+        )
+        invoice2_form = Form(
+            self.env["account.move"].browse(move_reversal.reverse_moves()["res_id"])
+        )
+        with invoice2_form.invoice_line_ids.edit(0) as line:
+            line.price_unit -= 2
+        invoice2 = invoice2_form.save()
+        invoice2.action_post()
+        # Register payment for the new invoice
+        payment_journal = self.env["account.journal"].search(
+            [("type", "=", "cash"), ("company_id", "=", invoice.company_id.id)],
+            limit=1,
+        )
+        register_payments = (
+            self.env["account.payment.register"]
+            .with_context(active_ids=invoice2.id, active_model="account.move")
+            .create({"journal_id": payment_journal.id})
+        )
+        register_payments.action_create_payments()
+
+        # check settlement creation. The commission must be (5 - 5 + 3) * 0.1 = 0.6
+        self._settle_agent_invoice(agent, 1)
+        settlements = self.settle_model.search(
+            [
+                ("agent_id", "=", agent.id),
+            ]
+        )
+        self.assertEqual(3, len(settlements.line_ids))
+        self.assertAlmostEqual(0.6, sum(settlements.mapped("total")), 2)
+
+    def _register_payment(self, invoice):
+        payment_journal = self.env["account.journal"].search(
+            [("type", "=", "cash"), ("company_id", "=", self.env.company.id)],
+            limit=1,
+        )
+        register_payments = (
+            self.env["account.payment.register"]
+            .with_context(active_ids=invoice.id, active_model="account.move")
+            .create({"journal_id": payment_journal.id})
+        )
+        register_payments.action_create_payments()
+
+    def test_invoice_pending_settlement(self):
+        """Make in one settlement all pending invoices to wizard date"""
+        fields.Date.today()
+        self.commission_net_paid.invoice_state = "paid"
+        invoice1 = self._create_invoice(
+            self.agent_pending, self.commission_net_paid, "2024-02-15", currency=None
+        )
+        # Register payment for the new invoice
+        invoice2 = self._create_invoice(
+            self.agent_pending, self.commission_net_paid, "2024-03-15", currency=None
+        )
+        invoice3 = self._create_invoice(
+            self.agent_pending, self.commission_net_paid, "2024-04-15", currency=None
+        )
+        # invoice1.invoice_line_ids.agent_ids._compute_amount()
+        (invoice1 + invoice2 + invoice3).action_post()
+        self._register_payment(invoice1)
+        self._register_payment(invoice2)
+        self._register_payment(invoice3)
+        self._settle_agent_invoice(self.agent_pending, 1)
+        settlements = self.settle_model.search([("state", "=", "settled")])
+        self.assertEqual(len(settlements.line_ids), 3)

commission/README.rst

@@ -2,7 +2,7 @@
 Commissions
 ===========
 
-.. 
+..
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
@@ -156,6 +156,7 @@ Contributors
 
    -  Pedro M. Baeza
    -  Manuel Calero
+   -  Sergio Teruel
 
 -  `Quartile <https://www.quartile.co>`__:
 
@@ -185,7 +186,7 @@ promote its widespread use.
 
 Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
 
-|maintainer-pedrobaeza| 
+|maintainer-pedrobaeza|
 
 This module is part of the `OCA/commission <https://github.com/OCA/commission/tree/17.0/commission>`_ project on GitHub.
 

commission/models/res_partner.py

@@ -43,6 +43,7 @@ class ResPartner(models.Model):
             ("quaterly", "Quarterly"),
             ("semi", "Semi-annual"),
             ("annual", "Annual"),
+            ("pending", "Pending commissions"),
         ],
         string="Settlement period",
         default="monthly",

commission/readme/CONTRIBUTORS.rst

@@ -0,0 +1,21 @@
+* Pexego.
+* Davide Corio <[email protected]>
+* Joao Alfredo Gama Batista <[email protected]>
+* Sandy Carter <[email protected]>
+* Giorgio Borelli <[email protected]>
+* Daniel Campos <[email protected]>
+* Oihane Crucelaegui <[email protected]>
+* Nicola Malcontenti <[email protected]>
+* Aitor Bouzas <[email protected]>
+* Alexei Rivera <[email protected]>
+
+* `Tecnativa <https://www.tecnativa.com>`__:
+
+  * Pedro M. Baeza
+  * Manuel Calero
+  * Sergio Teruel
+
+* `Quartile <https://www.quartile.co>`__:
+
+  * Aung Ko Ko Lin
+  * Yoshi Tashiro

commission/static/description/index.html

@@ -366,7 +366,7 @@ <h1 class="title">Commissions</h1>
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-!! source digest: sha256:0f54149f86b86660382708274a8cb05ec4cabea68b0ede1531e0147bb309d5ab
+!! source digest: sha256:40d29c55743992c85878e87e4534c3ea18a1fc387a8fc20cbbde1b529abce7c0
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
 <p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/commission/tree/17.0/commission"><img alt="OCA/commission" src="https://img.shields.io/badge/github-OCA%2Fcommission-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/commission-17-0/commission-17-0-commission"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/commission&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>This module provides the base functions for commission operations to
@@ -506,6 +506,7 @@ <h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
 <li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
 <li>Pedro M. Baeza</li>
 <li>Manuel Calero</li>
+<li>Sergio Teruel</li>
 </ul>
 </li>
 <li><a class="reference external" href="https://www.quartile.co">Quartile</a>:<ul>

commission/tests/test_commission.py

@@ -107,6 +107,14 @@ def setUpClass(cls):
                 "lang": "en_US",
             }
         )
+        cls.agent_pending = cls.res_partner_model.create(
+            {
+                "name": "Test Agent - Pending",
+                "agent": True,
+                "settlement": "pending",
+                "lang": "en_US",
+            }
+        )
 
     # Expected to be used in inheriting modules.
     def _get_make_settle_vals(self, agent=None, period=None, date=None):

commission/wizards/commission_make_settle.py

@@ -49,6 +49,8 @@ def _get_period_start(self, agent, date_to):
                 return date(month=1, year=date_to.year, day=1)
         elif agent.settlement == "annual":
             return date(month=1, year=date_to.year, day=1)
+        elif agent.settlement == "pending":
+            return date(month=date_to.month, year=date_to.year, day=date_to.day)
 
     def _get_next_period_date(self, agent, current_date):
         if agent.settlement == "monthly":
@@ -66,6 +68,10 @@ def _get_next_period_date(self, agent, current_date):
             return current_date + relativedelta(months=6)
         elif agent.settlement == "annual":
             return current_date + relativedelta(years=1)
+        elif agent.settlement == "pending":
+            return date(
+                month=self.date_to.month, year=self.date_to.year, day=self.date_to.day
+            )
 
     def _get_settlement(self, agent, company, currency, sett_from, sett_to):
         self.ensure_one()
@@ -97,7 +103,7 @@ def _prepare_settlement_line_vals(self, settlement, line):
             "settlement_id": settlement.id,
         }
 
-    def _get_agent_lines(self, date_to_agent):
+    def _get_agent_lines(self, agent, date_to_agent):
         """Need to be extended according to settlement_type."""
         raise NotImplementedError()