Merge bc2323d into d7f791b

account_billing/README.rst

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+===============
+Billing Process
+===============
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge2| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-invoicing/tree/12.0-add-account_billing/account_billing
+    :alt: OCA/account-invoicing
+.. |badge3| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-invoicing-12-0-add-account_billing/account-invoicing-12-0-add-account_billing-account_billing
+    :alt: Translate me on Weblate
+.. |badge4| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/95/12.0-add-account_billing
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| 
+
+In some countries, there is a customary practice for companies to collect money
+from their customers only once in a month. For example, the customer has 3 payments due in
+a given month, the vendor or billing company should group all the due AR Invoices in a document
+call Billing Document and issue it with all the invoices consolidated to the customer on the Billing Day.
+The customer will be paying based on the payable amount shown in Billing Document in the following month.
+
+This module use a new document called "Billing" to group these invoices together.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To use this module, you have 2 ways:
+
+1. Create new billing directly
+    Go to *Invoicing -> Customers or Vendors -> Billing*
+
+2. Create billing from selected invoice(s)
+    #. Go to *Invoicing -> Customers or Vendors -> Invoices or Bills*
+    #. Create Invoice
+    #. On tree view select invoice and go to *Action -> Create Billing*
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-invoicing/issues/new?body=module:%20account_billing%0Aversion:%2012.0-add-account_billing%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Ecosoft
+
+Contributors
+~~~~~~~~~~~~
+
+* Kitti U. <kittiu@ecosoft.co.th>
+* Saran Lim. <saranl@ecosoft.co.th>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+.. |maintainer-Saran440| image:: https://github.com/Saran440.png?size=40px
+    :target: https://github.com/Saran440
+    :alt: Saran440
+
+Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-Saran440| 
+
+This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/12.0-add-account_billing/account_billing>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_billing/__init__.py

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+# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+from . import models

account_billing/__manifest__.py

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+# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+{
+    'name': 'Billing Process',
+    'summary': 'Group invoice as billing before payment',
+    'version': '12.0.1.0.0',
+    'author': 'Ecosoft,Odoo Community Association (OCA)',
+    'license': 'AGPL-3',
+    'website': 'https://github.com/OCA/account-invoicing/',
+    'category': 'Account',
+    'depends': ['account'],
+    'data': [
+        'data/account_billing_sequence.xml',
+        'security/ir.model.access.csv',
+        'views/account_billing.xml',
+        'views/account_invoice.xml',
+        'report/report_billing.xml',
+        'report/report.xml',
+        ],
+    'installable': True,
+    'development_status': 'alpha',
+    'maintainers': ['Saran440'],
+}

account_billing/data/account_billing_sequence.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo noupdate="1">
+    <record id="seq_account_customer_billing" model="ir.sequence">
+        <field name="name">Billing sequence</field>
+        <field name="code">account.customer.billing</field>
+        <field name="prefix">CUST.BIL/%(year)s/</field>
+        <field eval="1" name="number_next"/>
+        <field eval="1" name="number_increment"/>
+        <field eval="True" name="use_date_range"/>
+        <field eval="False" name="company_id"/>
+        <field name="padding">5</field>
+    </record>
+
+    <record id="seq_account_supplier_billing" model="ir.sequence">
+        <field name="name">Supplier Billing sequence</field>
+        <field name="code">account.supplier.billing</field>
+        <field name="prefix">SUPP.BIL/%(year)s/</field>
+        <field eval="1" name="number_next"/>
+        <field eval="1" name="number_increment"/>
+        <field eval="True" name="use_date_range"/>
+        <field eval="False" name="company_id"/>
+        <field name="padding">5</field>
+    </record>
+</odoo>

account_billing/models/__init__.py

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+# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+from . import account_billing
+from . import account_invoice

account_billing/models/account_billing.py

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+# Copyright 2019 Ecosoft Co., Ltd (http://ecosoft.co.th/)
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+from odoo import models, fields, api, _
+from odoo.exceptions import ValidationError
+
+MAP_INVOICE_TYPE_PARTNER_TYPE = {
+    'out_invoice': 'customer',
+    'in_invoice': 'supplier',
+}
+
+
+class AccountBilling(models.Model):
+    _name = 'account.billing'
+    _description = 'Account Billing'
+    _inherit = ['mail.thread']
+    _order = 'date desc, id desc'
+
+    name = fields.Char(
+        readonly=True,
+        copy=False,
+        help='Number of account.billing',
+    )
+    partner_id = fields.Many2one(
+        comodel_name='res.partner',
+        required=True,
+        default=lambda self: self._get_partner_id(),
+        help='Partner Information',
+        track_visibility='always',
+    )
+    date = fields.Date(
+        string='Billing Date',
+        readonly=True,
+        states={'draft': [('readonly', False)]},
+        default=fields.Date.context_today,
+        help='Effective date for accounting entries',
+        track_visibility='always',
+    )
+    due_date = fields.Date(
+        readonly=True,
+        states={'draft': [('readonly', False)]},
+        default=lambda self: fields.Date.context_today(self),
+        required=True,
+        track_visibility='always',
+    )
+    invoice_ids = fields.One2many(
+        comodel_name='account.invoice',
+        inverse_name='billing_id',
+        string='Invoices',
+        readonly=True,
+        states={'draft': [('readonly', False)]},
+        default=lambda self: self._context.get('active_ids', []),
+    )
+    invoice_related_count = fields.Integer(
+        string='# of Invoices',
+        compute='_compute_invoice_related_count',
+        help='Count invoice in billing',
+    )
+    state = fields.Selection(
+        [('draft', 'Draft'),
+         ('cancel', 'Cancelled'),
+         ('billed', 'Billed')],
+        string='Status',
+        readonly=True,
+        default='draft',
+        help="""
+            * The 'Draft' status is used when a user create a new billing\n
+            * The 'Billed' status is used when user confirmed billing,
+                billing number is generated\n
+            * The 'Cancelled' status is used when user billing is cancelled
+        """,
+    )
+    narration = fields.Text(
+        string='Notes',
+        readonly=True,
+        states={'draft': [('readonly', False)]},
+        help='Notes',
+    )
+    bill_type = fields.Selection(
+        [('out_invoice', 'Customer Invoice'),
+         ('in_invoice', 'Vendor Bill')],
+        readonly=True,
+        states={'draft': [('readonly', False)]},
+        default=lambda self: self._context.get('bill_type', False),
+        help='Type of invoice',
+    )
+    currency_id = fields.Many2one(
+        comodel_name='res.currency',
+        string='Currency',
+        required=True,
+        default=lambda self: self._get_currency_id(),
+        help='Currency',
+    )
+
+    @api.model
+    def fields_view_get(self, view_id=None, view_type='form',
+                        toolbar=False, submenu=False):
+        res = super(AccountBilling, self).fields_view_get(
+            view_id=view_id, view_type=view_type,
+            toolbar=toolbar, submenu=submenu)
+        invoices = self.env['account.invoice'].browse(
+            self._context.get('active_ids', []))
+        billing = invoices.mapped('billing_id')
+        if any(inv.state != 'open' for inv in invoices):
+            raise ValidationError(_('The billing cannot be processed '
+                                    'because the invoice is not open!'))
+        if billing:
+            raise ValidationError(_(
+                'Invoice: %s, already billed!') % ', '.join(
+                invoices.filtered(lambda l: l.billing_id).mapped('number')))
+        return res
+
+    @api.onchange('bill_type')
+    def _onchange_bill_type(self):
+        # Set partner_id domain
+        if self.bill_type:
+            return {'domain': {'partner_id': [
+                (MAP_INVOICE_TYPE_PARTNER_TYPE[self.bill_type], '=', True)]}}
+
+    @api.multi
+    def _get_partner_id(self):
+        partner_ids = self.env['account.invoice'].browse(
+            self._context.get('active_ids', [])).mapped('partner_id')
+        if len(partner_ids) > 1:
+            raise ValidationError(
+                _('Please select invoices with same partner'))
+        return partner_ids
+
+    @api.multi
+    def _get_currency_id(self):
+        currency_ids = self.env['account.invoice'].browse(
+            self._context.get('active_ids', [])).mapped('currency_id')
+        if len(currency_ids) > 1:
+            raise ValidationError(
+                _('Please select invoices with same currency'))
+        return currency_ids or self.env.user.company_id.currency_id
+
+    @api.multi
+    def _compute_invoice_related_count(self):
+        for billing in self:
+            invoice_ids = self.env['account.invoice'].search_count([
+                ('id', 'in', billing.invoice_ids.ids)
+            ])
+            billing.invoice_related_count = invoice_ids
+
+    @api.multi
+    def name_get(self):
+        result = []
+        for billing in self:
+            result.append((billing.id, (billing.name or 'Draft')))
+        return result
+
+    @api.multi
+    def validate_billing(self):
+        for rec in self:
+            if any(inv.state != 'open' for inv in rec.invoice_ids):
+                raise ValidationError(_('Billing cannot be processed because \
+                    some invoices are not in state Open'))
+            # keep the number in case of a billing reset to draft
+            if not rec.name:
+                # Use the right sequence to set the name
+                if rec.bill_type == 'out_invoice':
+                    sequence_code = 'account.customer.billing'
+                if rec.bill_type == 'in_invoice':
+                    sequence_code = 'account.supplier.billing'
+                rec.name = self.env['ir.sequence'].with_context(
+                    ir_sequence_date=rec.date).next_by_code(sequence_code)
+            rec.write({'state': 'billed'})
+            rec.message_post(body=_('Billing is billed.'))
+        return True
+
+    @api.multi
+    def action_cancel_draft(self):
+        for rec in self:
+            rec.write({'state': 'draft'})
+            rec.message_post(body=_('Billing is reset to draft'))
+        return True
+
+    @api.multi
+    def action_cancel(self):
+        for rec in self:
+            invoice_paid = rec.invoice_ids.filtered(
+                lambda l: l.state == 'paid')
+            if invoice_paid:
+                raise ValidationError(_("Invoice paid already."))
+            rec.write({'state': 'cancel'})
+            rec.invoice_ids.write({'billing_id': False})
+            self.message_post(body=_('Billing %s is cancelled') % rec.name)
+        return True
+
+    @api.multi
+    def invoice_relate_billing_tree_view(self):
+        self.ensure_one()
+        action = self.env.ref('account.action_invoice_tree1')
+        result = action.read()[0]
+        result.update({'domain': [('id', 'in', self.invoice_ids.ids)]})
+        return result

account_billing/models/account_invoice.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo import fields, models
+
+
+class AccountInvoice(models.Model):
+    _inherit = 'account.invoice'
+
+    billing_id = fields.Many2one(
+        comodel_name='account.billing',
+        string='Billing',
+        copy=False,
+        index=True,
+        help="Relationship between invoice and billing"
+    )

account_billing/readme/CONTRIBUTORS.rst

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+* Kitti U. <kittiu@ecosoft.co.th>
+* Saran Lim. <saranl@ecosoft.co.th>

account_billing/readme/DESCRIPTION.rst

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+In some countries, there is a customary practice for companies to collect money
+from their customers only once in a month. For example, the customer has 3 payments due in
+a given month, the vendor or billing company should group all the due AR Invoices in a document
+call Billing Document and issue it with all the invoices consolidated to the customer on the Billing Day.
+The customer will be paying based on the payable amount shown in Billing Document in the following month.
+
+This module use a new document called "Billing" to group these invoices together.

account_billing/readme/USAGE.rst

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+To use this module, you have 2 ways:
+
+1. Create new billing directly
+    Go to *Invoicing -> Customers or Vendors -> Billing*
+
+2. Create billing from selected invoice(s)
+    #. Go to *Invoicing -> Customers or Vendors -> Invoices or Bills*
+    #. Create Invoice
+    #. On tree view select invoice and go to *Action -> Create Billing*