diff --git a/.gitlab-ci-modules.yml b/.gitlab-ci-modules.yml index 224bc1d673..333fed5d69 100644 --- a/.gitlab-ci-modules.yml +++ b/.gitlab-ci-modules.yml @@ -2725,6 +2725,23 @@ test-modules-sale_product_recommendation_association_rule-postgresql: PACKAGE: modules/sale_product_recommendation_association_rule TAG_PATTERN: '/^sale_product_recommendation_association_rule-.*/' +check-doc-modules-sale_project_task: + extends: .check-doc + variables: + PACKAGE: modules/sale_project_task + +test-modules-sale_project_task-sqlite: + extends: .test-sqlite + variables: + PACKAGE: modules/sale_project_task + TAG_PATTERN: '/^sale_project_task-.*/' + +test-modules-sale_project_task-postgresql: + extends: .test-postgresql + variables: + PACKAGE: modules/sale_project_task + TAG_PATTERN: '/^sale_project_task-.*/' + check-doc-modules-sale_promotion: extends: .check-doc variables: diff --git a/doc/sale.rst b/doc/sale.rst index 789c2dbc81..3ebc8d48c2 100644 --- a/doc/sale.rst +++ b/doc/sale.rst @@ -62,6 +62,9 @@ Sale :doc:`Product Recommendation Association Rule ` Recommend products based on association rules. +:doc:`Project Task ` + Create tasks for services sold. + :doc:`Promotion ` Apply promotions. diff --git a/modules/sale_project_task/CHANGELOG b/modules/sale_project_task/CHANGELOG new file mode 100644 index 0000000000..e69de29bb2 diff --git a/modules/sale_project_task/COPYRIGHT b/modules/sale_project_task/COPYRIGHT new file mode 100644 index 0000000000..d4b1d8a61e --- /dev/null +++ b/modules/sale_project_task/COPYRIGHT @@ -0,0 +1,15 @@ +Copyright (C) 2026 Cédric Krier +Copyright (C) 2026 B2CK SRL + +This program is free software: you can redistribute it and/or modify +it under the terms of the GNU General Public License as published by +the Free Software Foundation, either version 3 of the License, or +(at your option) any later version. + +This program is distributed in the hope that it will be useful, +but WITHOUT ANY WARRANTY; without even the implied warranty of +MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. 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If not, see . + +Also add information on how to contact you by electronic and paper mail. + + If the program does terminal interaction, make it output a short +notice like this when it starts in an interactive mode: + + Copyright (C) + This program comes with ABSOLUTELY NO WARRANTY; for details type `show w'. + This is free software, and you are welcome to redistribute it + under certain conditions; type `show c' for details. + +The hypothetical commands `show w' and `show c' should show the appropriate +parts of the General Public License. Of course, your program's commands +might be different; for a GUI interface, you would use an "about box". + + You should also get your employer (if you work as a programmer) or school, +if any, to sign a "copyright disclaimer" for the program, if necessary. +For more information on this, and how to apply and follow the GNU GPL, see +. + + The GNU General Public License does not permit incorporating your program +into proprietary programs. If your program is a subroutine library, you +may consider it more useful to permit linking proprietary applications with +the library. If this is what you want to do, use the GNU Lesser General +Public License instead of this License. But first, please read +. diff --git a/modules/sale_project_task/README.rst b/modules/sale_project_task/README.rst new file mode 120000 index 0000000000..176d9c2695 --- /dev/null +++ b/modules/sale_project_task/README.rst @@ -0,0 +1 @@ +doc/index.rst \ No newline at end of file diff --git a/modules/sale_project_task/__init__.py b/modules/sale_project_task/__init__.py new file mode 100644 index 0000000000..4effdfa4a2 --- /dev/null +++ b/modules/sale_project_task/__init__.py @@ -0,0 +1,2 @@ +# This file is part of Tryton. The COPYRIGHT file at the top level of +# this repository contains the full copyright notices and license terms. diff --git a/modules/sale_project_task/doc/conf.py b/modules/sale_project_task/doc/conf.py new file mode 100644 index 0000000000..e6a2ec44ea --- /dev/null +++ b/modules/sale_project_task/doc/conf.py @@ -0,0 +1,111 @@ +# This file is part of Tryton. The COPYRIGHT file at the top level of +# this repository contains the full copyright notices and license terms. + +import os + +base_url = os.environ.get('DOC_BASE_URL') +if base_url: + modules_url = base_url + '/modules-{module}/' + trytond_url = base_url + '/server/' +else: + modules_url = ( + 'https://docs.tryton.org/{series}/modules-{module}/') + trytond_url = 'https://docs.tryton.org/{series}/server/' + + +def get_info(): + import configparser + import json + import subprocess + + module_dir = os.path.dirname(os.path.dirname(__file__)) + + config = configparser.ConfigParser() + config.read_file(open(os.path.join(module_dir, 'tryton.cfg'))) + info = dict(config.items('tryton')) + + metadata_cmd = 'python3 -m build -qq --metadata' + if os.environ.get('DOC_NO_ISOLATION'): + metadata_cmd += ' --no-isolation' + metadata = subprocess.check_output( + metadata_cmd, shell=True, encoding='utf-8', cwd=module_dir).strip() + metadata = json.loads(metadata) + info['name'] = metadata['name'] + info['description'] = metadata['summary'] + major_version, minor_version, _ = metadata['version'].split('.', 2) + major_version = int(major_version) + minor_version = int(minor_version) + if minor_version % 2: + info['series'] = 'latest' + info['branch'] = 'branch/default' + else: + info['series'] = '.'.join(version.split('.', 2)[:2]) + info['branch'] = 'branch/' + info['series'] + + for key in {'depends', 'extras_depend'}: + info[key] = info.get(key, '').strip().splitlines() + info['modules'] = set(info['depends'] + info['extras_depend']) + info['modules'] -= {'ir', 'res'} + + return info + + +info = get_info() + +html_theme = 'sphinx_book_theme' +html_theme_options = { + 'logo': { + 'alt_text': "Tryton Documentation", + 'image_light': 'https://docs.tryton.org/logo-light.svg', + 'image_dark': 'https://docs.tryton.org/logo-dark.svg', + 'link': base_url, + }, + 'home_page_in_toc': True, + 'repository_provider': 'gitlab', + 'repository_url': 'https://code.tryton.org/tryton', + 'repository_branch': info['branch'], + 'use_source_button': True, + 'use_edit_page_button': True, + 'use_repository_button': True, + 'use_download_button': False, + 'path_to_docs': 'modules/sale_project_task/doc', + } +html_title = info['description'] +master_doc = 'index' +project = info['name'] +release = version = info['series'] +default_role = 'ref' +highlight_language = 'none' +exclude_patterns = ['**/*.inc.rst'] +extensions = [ + 'sphinx_copybutton', + 'sphinx.ext.intersphinx', + ] +intersphinx_mapping = { + 'trytond': (trytond_url.format(series=version), None), + } +intersphinx_mapping.update({ + m: (modules_url.format( + module=m.replace('_', '-'), series=version), None) + for m in info['modules'] + }) +linkcheck_ignore = [r'/.*', r'https://demo.tryton.org/*'] +linkcheck_request_headers = { + 'User-Agent': ( + 'TrytonBot/0.0 (https://www.tryton.org/foundation) ' + 'sphinx-linkcheck/0.0'), + 'Accept-Encoding': 'gzip', + } +linkcheck_workers = 1 + +try: + with open(os.path.join( + os.path.dirname(__file__), + 'linkcheck_ignore.json'), 'r') as f: + import json + linkcheck_ignore.extend(json.load(f)) + del json +except FileNotFoundError: + pass + +del get_info, info, base_url, modules_url, trytond_url diff --git a/modules/sale_project_task/doc/configuration.rst b/modules/sale_project_task/doc/configuration.rst new file mode 100644 index 0000000000..b1baf8501a --- /dev/null +++ b/modules/sale_project_task/doc/configuration.rst @@ -0,0 +1,5 @@ +************* +Configuration +************* + +.. to remove, see https://www.tryton.org/develop/guidelines/documentation#configuration.rst diff --git a/modules/sale_project_task/doc/design.rst b/modules/sale_project_task/doc/design.rst new file mode 100644 index 0000000000..81f132b935 --- /dev/null +++ b/modules/sale_project_task/doc/design.rst @@ -0,0 +1,5 @@ +****** +Design +****** + +.. to remove, see https://www.tryton.org/develop/guidelines/documentation#design.rst diff --git a/modules/sale_project_task/doc/index.rst b/modules/sale_project_task/doc/index.rst new file mode 100644 index 0000000000..badd37f778 --- /dev/null +++ b/modules/sale_project_task/doc/index.rst @@ -0,0 +1,17 @@ +######################## +Sale Project Task Module +######################## + +The *Sale Project Task Module* adds the option to create tasks when selling +services. +The fulfillment of the sales is linked to the progression of these tasks. + +.. toctree:: + :maxdepth: 2 + + setup + usage + configuration + design + reference + releases diff --git a/modules/sale_project_task/doc/reference.rst b/modules/sale_project_task/doc/reference.rst new file mode 100644 index 0000000000..5e10427234 --- /dev/null +++ b/modules/sale_project_task/doc/reference.rst @@ -0,0 +1,5 @@ +************* +API Reference +************* + +.. to remove, see https://www.tryton.org/develop/guidelines/documentation#reference.rst diff --git a/modules/sale_project_task/doc/releases.rst b/modules/sale_project_task/doc/releases.rst new file mode 100644 index 0000000000..21b13c4745 --- /dev/null +++ b/modules/sale_project_task/doc/releases.rst @@ -0,0 +1,7 @@ +.. _releases-index: + +============= +Release notes +============= + +.. include:: ../CHANGELOG diff --git a/modules/sale_project_task/doc/requirements-doc.txt b/modules/sale_project_task/doc/requirements-doc.txt new file mode 100644 index 0000000000..06b8565f6b --- /dev/null +++ b/modules/sale_project_task/doc/requirements-doc.txt @@ -0,0 +1,3 @@ +build +sphinx_book_theme +sphinx_copybutton diff --git a/modules/sale_project_task/doc/setup.rst b/modules/sale_project_task/doc/setup.rst new file mode 100644 index 0000000000..7924cd31f0 --- /dev/null +++ b/modules/sale_project_task/doc/setup.rst @@ -0,0 +1,5 @@ +***** +Setup +***** + +.. to remove, see https://www.tryton.org/develop/guidelines/documentation#setup.rst diff --git a/modules/sale_project_task/doc/usage.rst b/modules/sale_project_task/doc/usage.rst new file mode 100644 index 0000000000..c3b72a2a09 --- /dev/null +++ b/modules/sale_project_task/doc/usage.rst @@ -0,0 +1,5 @@ +***** +Usage +***** + +.. to remove, see https://www.tryton.org/develop/guidelines/documentation#usage.rst diff --git a/modules/sale_project_task/icons/LICENSE b/modules/sale_project_task/icons/LICENSE new file mode 100644 index 0000000000..7a4a3ea242 --- /dev/null +++ b/modules/sale_project_task/icons/LICENSE @@ -0,0 +1,202 @@ + + Apache License + Version 2.0, January 2004 + http://www.apache.org/licenses/ + + TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION + + 1. 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We also recommend that a + file or class name and description of purpose be included on the + same "printed page" as the copyright notice for easier + identification within third-party archives. + + Copyright [yyyy] [name of copyright owner] + + Licensed under the Apache License, Version 2.0 (the "License"); + you may not use this file except in compliance with the License. + You may obtain a copy of the License at + + http://www.apache.org/licenses/LICENSE-2.0 + + Unless required by applicable law or agreed to in writing, software + distributed under the License is distributed on an "AS IS" BASIS, + WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. + See the License for the specific language governing permissions and + limitations under the License. \ No newline at end of file diff --git a/modules/sale_project_task/message.xml b/modules/sale_project_task/message.xml new file mode 100644 index 0000000000..e002627454 --- /dev/null +++ b/modules/sale_project_task/message.xml @@ -0,0 +1,10 @@ + + + + + + You cannot use together invoice "%(invoice_method)s" and task creation "%(task_creation_method)s" on sale "%(sale)s". + + + diff --git a/modules/sale_project_task/product.py b/modules/sale_project_task/product.py new file mode 100644 index 0000000000..5d84fbed1f --- /dev/null +++ b/modules/sale_project_task/product.py @@ -0,0 +1,112 @@ +# This file is part of Tryton. The COPYRIGHT file at the top level of +# this repository contains the full copyright notices and license terms. + +from trytond.model import ModelSQL, ModelView, fields, sequence_ordered, tree +from trytond.pool import Pool, PoolMeta +from trytond.pyson import Bool, Eval, If + + +class Template(metaclass=PoolMeta): + __name__ = 'product.template' + + taskable = fields.Boolean( + "Taskable", + states={ + 'invisible': ( + ~Eval('salable', False) + | (Eval('type') != 'service')), + }, + help="Create tasks on sale.") + tasks = fields.One2Many( + 'product.project_task', 'template', "Tasks", + states={ + 'invisible': ( + ~Eval('taskable', False) + | (Eval('type') != 'service')), + }, + filter=[ + ('product', '=', None), + ]) + + +class Product(metaclass=PoolMeta): + __name__ = 'product.product' + + tasks = fields.One2Many( + 'product.project_task', 'product', "Tasks", + states={ + 'invisible': ( + ~Eval('taskable', False) + | (Eval('type') != 'service')), + }) + + @property + def tasks_used(self): + yield from self.tasks + yield from self.template.tasks + + +class ProjectTask(sequence_ordered(), tree(), ModelSQL, ModelView): + __name__ = 'product.project_task' + + template = fields.Many2One( + 'product.template', "Template", ondelete='CASCADE', + domain=[ + ('type', '=', 'service'), + If(Bool(Eval('product')), + ('products', '=', Eval('product', -1)), + ()), + If(Eval('parent'), + ('id', '=', None), + ()), + ], + states={ + 'required': ~Eval('parent'), + 'invisible': Bool(Eval('parent')), + }) + product = fields.Many2One( + 'product.product', "Product", ondelete='CASCADE', + domain=[ + ('type', '=', 'service'), + If(Bool(Eval('template')), + ('template', '=', Eval('template', -1)), + ()), + If(Eval('parent'), + ('id', '=', None), + ()), + ], + states={ + 'invisible': Bool(Eval('parent')), + }) + parent = fields.Many2One( + 'product.project_task', "Parent", ondelete='CASCADE', + states={ + 'required': ~Eval('template'), + 'invisible': Bool(Eval('template')), + }) + name = fields.Char("Name", required=True) + timesheet_available = fields.Boolean("Available on timesheets") + children = fields.One2Many( + 'product.project_task', 'parent', "Children") + + @fields.depends( + 'product', '_parent_product.template') + def on_change_product(self): + if self.product: + self.template = self.product.template + + def get_sold_works(self, line): + "Yield sold works for the sale line" + pool = Pool() + Work = pool.get('project.work') + WorkStatus = pool.get('project.work.status') + status = WorkStatus.get_default_status('task') + yield Work( + type='task', + name=self.name, + company=line.sale.company, + origin=line, + timesheet_available=self.timesheet_available, + children=[ + w for c in self.children for w in c.get_sold_works(line)], + status=status) diff --git a/modules/sale_project_task/product.xml b/modules/sale_project_task/product.xml new file mode 100644 index 0000000000..1453a270a2 --- /dev/null +++ b/modules/sale_project_task/product.xml @@ -0,0 +1,56 @@ + + + + + + product.template + + product_template_form + + + + product.template + + product_template_list + + + + product.project_task + form + product_project_task_form + + + + product.project_task + tree + + product_project_task_list + + + + product.project_task + tree + children + + product_project_task_tree + + + + product.project_task + + + + + + + + product.project_task + + + + + + + + diff --git a/modules/sale_project_task/project.py b/modules/sale_project_task/project.py new file mode 100644 index 0000000000..1fa8263389 --- /dev/null +++ b/modules/sale_project_task/project.py @@ -0,0 +1,45 @@ +# This file is part of Tryton. The COPYRIGHT file at the top level of +# this repository contains the full copyright notices and license terms. + +from trytond.model import fields +from trytond.pool import Pool, PoolMeta +from trytond.pyson import Eval + + +class Work(metaclass=PoolMeta): + __name__ = 'project.work' + + @classmethod + def __setup__(cls): + super().__setup__() + cls.origin.domain['sale.line'] = [ + ('sale.company', '=', Eval('company', -1)), + ] + + @classmethod + def _get_origins(cls): + return super()._get_origins() + ['sale.line'] + + @classmethod + def on_modification(cls, mode, works, field_names=None): + pool = Pool() + Sale = pool.get('sale.sale') + SaleLine = pool.get('sale.line') + super().on_modification(mode, works, field_names=field_names) + if not field_names or 'progress' in field_names: + sales = { + w.origin.sale for w in works if isinstance(w.origin, SaleLine)} + Sale.__queue__.process(sales) + + +class Work_Invoice(metaclass=PoolMeta): + __name__ = 'project.work' + + @fields.depends('origin') + def on_change_with_invoice_method(self, name=None): + pool = Pool() + SaleLine = pool.get('sale.line') + method = super().on_change_with_invoice_method(name=name) + if isinstance(self.origin, SaleLine): + method = 'manual' + return method diff --git a/modules/sale_project_task/project.xml b/modules/sale_project_task/project.xml new file mode 100644 index 0000000000..34dbe94361 --- /dev/null +++ b/modules/sale_project_task/project.xml @@ -0,0 +1,40 @@ + + + + + + Tasks + project.work + + + + + + + + + + + + + + form_relate + sale.sale,-1 + + + + form_relate + sale.line,-1 + + + + diff --git a/modules/sale_project_task/pyproject.toml b/modules/sale_project_task/pyproject.toml new file mode 100644 index 0000000000..bf974ef6af --- /dev/null +++ b/modules/sale_project_task/pyproject.toml @@ -0,0 +1,60 @@ +[build-system] +requires = ['hatchling >= 1', 'hatch-tryton'] +build-backend = 'hatchling.build' + +[project] +name = 'trytond_sale_project_task' +dynamic = ['version', 'dependencies', 'optional-dependencies', 'authors', 'readme'] +requires-python = '>=3.10' +maintainers = [ + {name = "Tryton", email = "foundation@tryton.org"}, + ] +description = "Sale service as task for Tryton" +license = 'GPL-3.0-or-later' +license-files = ['LICENSE', 'icons/LICENSE', 'COPYRIGHT'] +keywords = ["tryton", "sale"] +classifiers = [ + "Development Status :: 5 - Production/Stable", + "Environment :: Plugins", + "Framework :: Tryton", + "Topic :: Office/Business", + "Topic :: Office/Business :: Financial :: Point-Of-Sale", + "Topic :: Software Development :: Libraries :: Python Modules", + ] + +[project.entry-points.'trytond.modules'] +sale_project_task = 'trytond.modules.sale_project_task' + +[project.urls] +homepage = "https://www.tryton.org/" +documentation = "https://docs.tryton.org/modules-sale-project-task/" +changelog = "https://docs.tryton.org/modules-sale-project-task/releases.html" +forum = "https://www.tryton.org/forum" +issues = "https://bugs.tryton.org/tryton" +repository = "https://code.tryton.org/tryton" +funding = "https://www.tryton.org/donate" + +[tool.hatch.build] +include = [ + '**/tryton.cfg', + '**/*.py', + '**/*.xml', + 'view/**/*.xml', + 'locale/**/*.po', + '**/*.fodt', + 'icons/**/*.svg', + 'tests/**/*.rst', + 'tests/**/*.json', + ] +exclude = ['doc'] + +[tool.hatch.build.targets.wheel.sources] +"" = "trytond/modules/sale_project_task" + +[tool.hatch.metadata.hooks.tryton] +dependencies = [] +copyright = 'COPYRIGHT' +readme = 'README.rst' + +[tool.hatch.metadata.hooks.tryton.tryton-optional-dependencies] +test = ['proteus'] diff --git a/modules/sale_project_task/sale.py b/modules/sale_project_task/sale.py new file mode 100644 index 0000000000..16218ae515 --- /dev/null +++ b/modules/sale_project_task/sale.py @@ -0,0 +1,369 @@ +# This file is part of Tryton. The COPYRIGHT file at the top level of +# this repository contains the full copyright notices and license terms. + +from collections import defaultdict + +from trytond.i18n import gettext +from trytond.model import Index, ModelView, fields +from trytond.modules.currency.fields import Monetary +from trytond.modules.sale.exceptions import SaleValidationError +from trytond.pool import Pool, PoolMeta +from trytond.pyson import Eval, If +from trytond.transaction import Transaction + +sale_task_creation_method = fields.Selection( + 'get_sale_task_creation_methods', "Sale Task Creation Method") + + +def get_sale_methods(field_name): + @classmethod + def func(cls): + pool = Pool() + Sale = pool.get('sale.sale') + return Sale.fields_get([field_name])[field_name]['selection'] + return func + + +def default_func(field_name): + @classmethod + def default(cls, **pattern): + return getattr( + cls.multivalue_model(field_name), + 'default_%s' % field_name, lambda: None)() + return default + + +class Configuration(metaclass=PoolMeta): + __name__ = 'sale.configuration' + + sale_task_creation_method = fields.MultiValue(sale_task_creation_method) + get_sale_task_creation_methods = get_sale_methods('task_creation_method') + + @classmethod + def multivalue_model(cls, field): + pool = Pool() + if field == 'sale_task_creation_method': + return pool.get('sale.configuration.sale_method') + return super().multivalue_model(field) + + default_sale_task_creation_method = default_func( + 'sale_task_creation_method') + + +class ConfigurationSaleMethod(metaclass=PoolMeta): + __name__ = 'sale.configuration.sale_method' + + sale_task_creation_method = sale_task_creation_method + get_sale_task_creation_methods = get_sale_methods('task_creation_method') + + @classmethod + def default_sale_task_creation_method(cls): + return 'order' + + +class Sale(metaclass=PoolMeta): + __name__ = 'sale.sale' + + task_creation_method = fields.Selection([ + ('manual', "Manual"), + ('order', "On Order Processed"), + ('invoice', "On Invoice Paid"), + ], + "Task Creation Method", required=True, + states={ + 'readonly': Eval('state') != 'draft', + }) + task_creation_method_string = task_creation_method.translated( + 'task_creation_method') + tasks_state = fields.Selection([ + (None, "None"), + ('waiting', "Waiting"), + ('partially', "Partially fulfilled"), + ('fulfilled', "fulfilled"), + ], + "Tasks State", readonly=True, sort=False) + tasks_to_create = fields.Boolean("Tasks to Create", readonly=True) + + @classmethod + def __setup__(cls): + super().__setup__() + t = cls.__table__() + cls._sql_indexes.update({ + Index( + t, + (t.tasks_state, Index.Equality(cardinality='low')), + where=t.tasks_state.in_(['none', 'waiting'])), + }) + cls._buttons.update({ + 'manual_task_creation': { + 'invisible': ( + ~Eval('tasks_to_create', False) + | (Eval('task_creation_method') != 'manual') + | ~Eval('state').in_(['processing', 'done'])), + 'depends': [ + 'tasks_to_create', 'task_creation_method', 'state'], + }, + 'manual_task_invoice': { + 'invisible': ( + ~Eval('to_invoice', False) + | (Eval('invoice_method') != 'fulfillment') + | ~Eval('state').in_(['processing', 'done'])), + 'depends': ['invoice_method', 'state'], + }, + }) + + @fields.depends('company') + def on_change_company(self): + try: + super().on_change_company() + except AttributeError: + pass + self.task_creation_method = self.default_task_creation_method( + company=self.company.id if self.company else None) + + @classmethod + def default_task_creation_method(cls, **pattern): + pool = Pool() + Configuration = pool.get('sale.configuration') + return Configuration(1).get_multivalue( + 'sale_task_creation_method', **pattern) + + @classmethod + def check_method(cls, sales, field_names=None): + super().check_method(sales, field_names=field_names) + if field_names and not (field_names & { + 'task_creation_method', 'invoice_method'}): + return + for sale in sales: + if (sale.task_creation_method == 'invoice' + and sale.invoice_method == 'fulfillment'): + raise SaleValidationError( + gettext('sale_project_task.' + 'msg_sale_invalid_method', + invoice_method=sale.invoice_method_string, + task_creation_method=sale.task_creation_method_string, + sale=sale.rec_name)) + + @classmethod + def copy(cls, sales, default=None): + default = default.copy() if default is not None else {} + default.setdefault('tasks_state') + default.setdefault('tasks_to_create') + return super().copy(sales, default=default) + + @classmethod + @ModelView.button + def manual_task_creation(cls, sales): + sales = [s for s in sales if s.task_creation_method == 'manual'] + with Transaction().set_context(_sale_manual_task_creation=True): + cls.process(sales) + + @classmethod + @ModelView.button + def manual_task_invoice(cls, sales): + sales = [s for s in sales if s.invoice_method == 'fulfillment'] + with Transaction().set_context(_sale_manual_task_invoice=True): + cls.process(sales) + + @classmethod + def _process_fulfillment(cls, sales): + pool = Pool() + Work = pool.get('project.work') + context = Transaction().context + works = [] + super()._process_fulfillment(sales) + for sale in sales: + if (sale.task_creation_method == 'manual' + and not context.get('_sale_manual_task_creation', False)): + continue + for line in sale.line_lines: + works.extend(line.get_works()) + Work.save(works) + + @classmethod + def _process_invoice_fulfillment_states(cls, sales): + super()._process_invoice_fulfillment_states(sales) + sales_tasks_to_create = defaultdict(list) + tasks_states = defaultdict(list) + for sale in sales: + tasks_state = sale.get_tasks_state() + if sale.tasks_state != tasks_state: + tasks_states[tasks_state].append(sale) + + tasks_to_create = any( + l.quantity_task_to_create for l in sale.lines) + if sale.tasks_to_create != tasks_to_create: + sales_tasks_to_create[tasks_to_create].append(sale) + for tasks_to_create, sales in sales_tasks_to_create.items(): + cls.write(sales, {'tasks_to_create': tasks_to_create}) + for tasks_state, sales in tasks_states.items(): + cls.write(sales, {'tasks_state': tasks_state}) + cls.log(sales, 'transition', f'tasks_state:{tasks_state}') + + def get_tasks_state(self): + tasks = sum((l.tasks for l in self.line_lines), ()) + + def is_complete(task): + return (task.progress or 0) >= 1 + + if tasks: + if all(is_complete(t) for t in tasks): + return 'fulfilled' + elif any(is_complete(t) for t in tasks): + return 'partially' + else: + return 'waiting' + return None + + def is_done(self): + return (super().is_done() + and (self.tasks_state == 'fulfilled' + or (self.tasks_state is None + and all( + l.tasks_progress >= 1 + for l in self.line_lines + if l.tasks_progress is not None)))) + + +class Line(metaclass=PoolMeta): + __name__ = 'sale.line' + + quantity_task_to_create = fields.Float( + "Quantity Task to Create", digits='unit', readonly=True, + states={ + 'invisible': ~Eval('quantity_task_to_create'), + }) + tasks = fields.One2Many( + 'project.work', 'origin', "Tasks", readonly=True, + domain=[ + ('company', '=', Eval('company', -1)), + ('type', '=', 'task'), + ], + states={ + 'invisible': ~Eval('tasks'), + }) + tasks_progress = fields.Function(fields.Float( + "Tasks Progress", digits=(1, 4), + states={ + 'invisible': ~Eval('tasks'), + }), + 'get_tasks_progress') + + def get_tasks_progress(self, name): + progress = None + if self.tasks: + progress = round( + sum(t.progress or 0 for t in self.tasks) / len(self.tasks), 4) + progress = max(0., min(1., progress)) + return progress + + def get_works(self): + if self.type != 'line': + return + if not self.product: + return + if (self.product.type != 'service' + or not self.product.taskable): + return + if self.quantity <= 0: + return + if self.tasks: + return + + quantity = self.unit.round( + self._get_work_quantity() - self._get_work_quantity_created()) + if quantity < self.quantity: + return + + for task in self.product.tasks_used: + yield from task.get_sold_works(self) + + def _get_work_quantity(self): + pool = Pool() + UoM = pool.get('product.uom') + + quantity = 0. + if self.sale.task_creation_method in {'order', 'manual'}: + quantity = self.quantity + elif self.sale.task_creation_method == 'invoice': + for invoice_line in self.invoice_lines: + if (invoice_line.invoice + and invoice_line.invoice.state == 'paid'): + quantity += UoM.compute_qty( + invoice_line.unit or self.unit, invoice_line.quantity, + self.unit) + return quantity + + def _get_work_quantity_created(self): + quantity = 0 + if self.tasks: + quantity = self.quantity + return quantity + + def get_invoice_line(self): + context = Transaction().context + lines = super().get_invoice_line() + if (self.product + and self.product.type == 'service' + and self.product.taskable + and self.sale.invoice_method == 'fulfillment' + and not context.get('_sale_manual_task_invoice', False)): + lines = [] + return lines + + def _get_invoice_line_quantity(self): + quantity = super()._get_invoice_line_quantity() + if (self.product + and self.product.type == 'service' + and self.product.taskable + and self.sale.invoice_method == 'fulfillment'): + quantity = 0 + if (self.tasks_progress or 0) >= 1: + quantity = self.quantity + else: + quantity = 0 + return quantity + + def set_quantities(self): + super().set_quantities() + if (self.product + and self.product.type == 'service' + and self.product.taskable): + quantity_task_to_create = self.unit.round( + self._get_work_quantity() - self._get_work_quantity_created()) + else: + quantity_task_to_create = None + if self.quantity_task_to_create != quantity_task_to_create: + self.quantity_task_to_create = quantity_task_to_create + + @classmethod + def copy(cls, lines, default=None): + default = default.copy() if default is not None else {} + default.setdefault('tasks') + default.setdefault('quantity_task_to_create') + return super().copy(lines, default=default) + + +class Line_Revenue(metaclass=PoolMeta): + __name__ = 'sale.line' + + tasks_revenue = fields.Function(Monetary( + "Tasks Revenue", currency='currency', digits='currency', + states={ + 'invisible': ~Eval('tasks', None), + }), + 'get_tasks_revenue') + + def get_tasks_revenue(self, name): + pool = Pool() + Work = pool.get('project.work') + return self.currency.round(sum(Work._get_revenue(self.tasks).values())) + + @classmethod + def view_attributes(cls): + return super().view_attributes() + [ + ('/tree/field[@name="tasks_revenue"]', 'visual', + If(Eval('amount', 0) < Eval('tasks_revenue', 0), 'danger', + If(Eval('amount', 0) > Eval('tasks_revenue', 0), 'warning', + ''))), + ] diff --git a/modules/sale_project_task/sale.xml b/modules/sale_project_task/sale.xml new file mode 100644 index 0000000000..28631292b9 --- /dev/null +++ b/modules/sale_project_task/sale.xml @@ -0,0 +1,80 @@ + + + + + + sale.configuration + + sale_configuration_form + + + + sale.sale + + sale_sale_form + + + + sale.sale + + sale_sale_list + + + + sale.sale + manual_task_creation + Create Tasks + + + + sale.sale + manual_task_invoice + Invoice Tasks + + + + sale.line + + + sale_line_form + + + + sale.line + + + sale_line_list + + + + sale.line + + + sale_line_list_sequence + + + + + sale.line + + + sale_line_form_revenue + + + + sale.line + + + sale_line_list_revenue + + + + sale.line + + + sale_line_list_revenue + + + + diff --git a/modules/sale_project_task/tests/__init__.py b/modules/sale_project_task/tests/__init__.py new file mode 100644 index 0000000000..4effdfa4a2 --- /dev/null +++ b/modules/sale_project_task/tests/__init__.py @@ -0,0 +1,2 @@ +# This file is part of Tryton. The COPYRIGHT file at the top level of +# this repository contains the full copyright notices and license terms. diff --git a/modules/sale_project_task/tests/scenario_sale_project_task.rst b/modules/sale_project_task/tests/scenario_sale_project_task.rst new file mode 100644 index 0000000000..98fdf8dd52 --- /dev/null +++ b/modules/sale_project_task/tests/scenario_sale_project_task.rst @@ -0,0 +1,109 @@ +========================== +Sale Project Task Scenario +========================== + +Imports:: + + >>> from decimal import Decimal + + >>> from proteus import Model + >>> from trytond.modules.account.tests.tools import create_chart, get_accounts + >>> from trytond.modules.company.tests.tools import create_company + >>> from trytond.tests.tools import activate_modules + +Activate modules:: + + >>> config = activate_modules('sale_project_task', create_company, create_chart) + + >>> Party = Model.get('party.party') + >>> ProductCategory = Model.get('product.category') + >>> ProductTemplate = Model.get('product.template') + >>> Sale = Model.get('sale.sale') + >>> UoM = Model.get('product.uom') + >>> Work = Model.get('project.work') + +Create a customer party:: + + >>> customer = Party(name="Customer") + >>> customer.save() + +Create a service product with tasks:: + + >>> unit, = UoM.find([('name', '=', "Unit")]) + + >>> account_category = ProductCategory(name="Accounting") + >>> account_category.accounting = True + >>> account_category.account_revenue = get_accounts()['revenue'] + >>> account_category.save() + + >>> product_template = ProductTemplate(name="Service") + >>> product_template.type = 'service' + >>> product_template.default_uom = unit + >>> product_template.account_category = account_category + >>> product_template.salable = True + >>> product_template.list_price = Decimal('500.0000') + >>> product_template.taskable = True + >>> task = product_template.tasks.new(name="Task") + >>> task.timesheet_available = True + >>> _ = task.children.new(name="Child 1") + >>> _ = task.children.new(name="Child 2") + >>> product_template.save() + >>> product, = product_template.products + +Sale service:: + + >>> sale = Sale(party=customer) + >>> line = sale.lines.new() + >>> line.product = product + >>> line.quantity = 1 + >>> sale.click('quote') + >>> sale.tasks_state + >>> line, = sale.lines + >>> len(line.tasks) + 0 + >>> sale.click('confirm') + >>> sale.state + 'processing' + >>> line, = sale.lines + >>> len(line.tasks) + 3 + >>> sale.tasks_state + 'waiting' + +Progress some tasks:: + + >>> tasks = Work.find([]) + >>> for task in tasks: + ... task.progress = .5 + >>> Work.save(tasks) + + >>> sale.reload() + >>> sale.tasks_state + 'waiting' + >>> line, = sale.lines + >>> line.tasks_progress + 0.5 + +Complete some tasks:: + + >>> task, = Work.find([], limit=1) + >>> task.progress = 1 + >>> task.save() + + >>> sale.reload() + >>> sale.tasks_state + 'partially' + +Complete all tasks:: + + >>> tasks = Work.find([]) + >>> for task in tasks: + ... task.progress = 1 + >>> Work.save(tasks) + + >>> sale.reload() + >>> sale.tasks_state + 'fulfilled' + >>> line, = sale.lines + >>> line.tasks_progress + 1.0 diff --git a/modules/sale_project_task/tests/scenario_sale_project_task_manual_creation.rst b/modules/sale_project_task/tests/scenario_sale_project_task_manual_creation.rst new file mode 100644 index 0000000000..43217a93a4 --- /dev/null +++ b/modules/sale_project_task/tests/scenario_sale_project_task_manual_creation.rst @@ -0,0 +1,83 @@ +========================================== +Sale Project Task Manual Creation Scenario +========================================== + +Imports:: + + >>> from decimal import Decimal + + >>> from proteus import Model + >>> from trytond.modules.account.tests.tools import create_chart, get_accounts + >>> from trytond.modules.company.tests.tools import create_company + >>> from trytond.tests.tools import activate_modules + +Activate modules:: + + >>> config = activate_modules('sale_project_task', create_company, create_chart) + + >>> Party = Model.get('party.party') + >>> ProductCategory = Model.get('product.category') + >>> ProductTemplate = Model.get('product.template') + >>> Sale = Model.get('sale.sale') + >>> UoM = Model.get('product.uom') + >>> Work = Model.get('project.work') + +Create a customer party:: + + >>> customer = Party(name="Customer") + >>> customer.save() + +Create a service product with tasks:: + + >>> unit, = UoM.find([('name', '=', "Unit")]) + + >>> account_category = ProductCategory(name="Accounting") + >>> account_category.accounting = True + >>> account_category.account_revenue = get_accounts()['revenue'] + >>> account_category.save() + + >>> product_template = ProductTemplate(name="Service") + >>> product_template.type = 'service' + >>> product_template.default_uom = unit + >>> product_template.account_category = account_category + >>> product_template.salable = True + >>> product_template.list_price = Decimal('500.0000') + >>> product_template.taskable = True + >>> task = product_template.tasks.new(name="Task") + >>> task.timesheet_available = True + >>> product_template.save() + >>> product, = product_template.products + +Sale service:: + + >>> sale = Sale(party=customer) + >>> sale.task_creation_method = 'manual' + >>> line = sale.lines.new() + >>> line.product = product + >>> line.quantity = 1 + >>> sale.click('quote') + >>> sale.tasks_state + >>> sale.click('confirm') + >>> sale.state + 'processing' + >>> sale.tasks_state + >>> bool(sale.tasks_to_create) + True + >>> line, = sale.lines + >>> line.quantity_task_to_create + 1.0 + >>> len(line.tasks) + 0 + +Create tasks:: + + >>> sale.click('manual_task_creation') + >>> line, = sale.lines + >>> len(line.tasks) + 1 + >>> sale.tasks_state + 'waiting' + >>> bool(sale.tasks_to_create) + False + >>> line.quantity_task_to_create + 0.0 diff --git a/modules/sale_project_task/tests/scenario_sale_project_task_manual_invoice.rst b/modules/sale_project_task/tests/scenario_sale_project_task_manual_invoice.rst new file mode 100644 index 0000000000..1381e3f0ff --- /dev/null +++ b/modules/sale_project_task/tests/scenario_sale_project_task_manual_invoice.rst @@ -0,0 +1,85 @@ +========================================= +Sale Project Task Manual Invoice Scenario +========================================= + +Imports:: + + >>> from decimal import Decimal + + >>> from proteus import Model + >>> from trytond.modules.account.tests.tools import create_chart, get_accounts + >>> from trytond.modules.company.tests.tools import create_company + >>> from trytond.tests.tools import activate_modules + +Activate modules:: + + >>> config = activate_modules('sale_project_task', create_company, create_chart) + + >>> Party = Model.get('party.party') + >>> ProductCategory = Model.get('product.category') + >>> ProductTemplate = Model.get('product.template') + >>> Sale = Model.get('sale.sale') + >>> UoM = Model.get('product.uom') + >>> Work = Model.get('project.work') + +Create a customer party:: + + >>> customer = Party(name="Customer") + >>> customer.save() + +Create a service product with tasks:: + + >>> unit, = UoM.find([('name', '=', "Unit")]) + + >>> account_category = ProductCategory(name="Accounting") + >>> account_category.accounting = True + >>> account_category.account_revenue = get_accounts()['revenue'] + >>> account_category.save() + + >>> product_template = ProductTemplate(name="Service") + >>> product_template.type = 'service' + >>> product_template.default_uom = unit + >>> product_template.account_category = account_category + >>> product_template.salable = True + >>> product_template.list_price = Decimal('500.0000') + >>> product_template.taskable = True + >>> task = product_template.tasks.new(name="Task") + >>> task.timesheet_available = True + >>> product_template.save() + >>> product, = product_template.products + +Sale service:: + + >>> sale = Sale(party=customer) + >>> sale.invoice_method = 'fulfillment' + >>> line = sale.lines.new() + >>> line.product = product + >>> line.quantity = 1 + >>> sale.click('quote') + >>> sale.click('confirm') + >>> sale.state + 'processing' + >>> sale.tasks_state + 'waiting' + >>> len(sale.invoices) + 0 + >>> sale.invoice_state + 'none' + +Complete the task:: + + >>> task, = Work.find([]) + >>> task.progress = 1 + >>> task.save() + + >>> sale.reload() + >>> sale.tasks_state + 'fulfilled' + >>> len(sale.invoices) + 0 + +Create invoice:: + + >>> sale.click('manual_task_invoice') + >>> len(sale.invoices) + 1 diff --git a/modules/sale_project_task/tests/scenario_sale_project_task_on_invoice_creation.rst b/modules/sale_project_task/tests/scenario_sale_project_task_on_invoice_creation.rst new file mode 100644 index 0000000000..b2043ab276 --- /dev/null +++ b/modules/sale_project_task/tests/scenario_sale_project_task_on_invoice_creation.rst @@ -0,0 +1,114 @@ +============================================== +Sale Project Task On Invoice Creation Scenario +============================================== + +Imports:: + + >>> from decimal import Decimal + + >>> from proteus import Model + >>> from trytond.modules.account.tests.tools import ( + ... create_chart, create_fiscalyear, get_accounts) + >>> from trytond.modules.account_invoice.tests.tools import ( + ... set_fiscalyear_invoice_sequences) + >>> from trytond.modules.company.tests.tools import create_company + >>> from trytond.tests.tools import activate_modules + +Activate modules:: + + >>> config = activate_modules('sale_project_task', create_company, create_chart) + + >>> Journal = Model.get('account.journal') + >>> Party = Model.get('party.party') + >>> PaymentMethod = Model.get('account.invoice.payment.method') + >>> ProductCategory = Model.get('product.category') + >>> ProductTemplate = Model.get('product.template') + >>> Sale = Model.get('sale.sale') + >>> UoM = Model.get('product.uom') + >>> Work = Model.get('project.work') + +Get accounts:: + + + >>> accounts = get_accounts() + + >>> cash_journal, = Journal.find([('type', '=', 'cash')]) + >>> cash_journal.save() + + >>> payment_method = PaymentMethod() + >>> payment_method.name = 'Cash' + >>> payment_method.journal = cash_journal + >>> payment_method.credit_account = accounts['cash'] + >>> payment_method.debit_account = accounts['cash'] + >>> payment_method.save() + +Create fiscal year:: + + >>> fiscalyear = set_fiscalyear_invoice_sequences(create_fiscalyear()) + >>> fiscalyear.click('create_period') + +Create a customer party:: + + >>> customer = Party(name="Customer") + >>> customer.save() + +Create a service product with tasks:: + + >>> unit, = UoM.find([('name', '=', "Unit")]) + + >>> account_category = ProductCategory(name="Accounting") + >>> account_category.accounting = True + >>> account_category.account_revenue = get_accounts()['revenue'] + >>> account_category.save() + + >>> product_template = ProductTemplate(name="Service") + >>> product_template.type = 'service' + >>> product_template.default_uom = unit + >>> product_template.account_category = account_category + >>> product_template.salable = True + >>> product_template.list_price = Decimal('500.0000') + >>> product_template.taskable = True + >>> task = product_template.tasks.new(name="Task") + >>> task.timesheet_available = True + >>> product_template.save() + >>> product, = product_template.products + +Sale service:: + + >>> sale = Sale(party=customer) + >>> sale.task_creation_method = 'invoice' + >>> line = sale.lines.new() + >>> line.product = product + >>> line.quantity = 1 + >>> sale.click('quote') + >>> sale.tasks_state + >>> sale.click('confirm') + >>> sale.state + 'processing' + >>> sale.tasks_state + >>> bool(sale.tasks_to_create) + False + >>> line, = sale.lines + >>> line.quantity_task_to_create + 0.0 + >>> len(line.tasks) + 0 + +Post and pay the invoice:: + + >>> invoice, = sale.invoices + >>> invoice.click('post') + >>> invoice.state + 'posted' + >>> pay = invoice.click('pay') + >>> pay.form.payment_method = payment_method + >>> pay.execute('choice') + >>> invoice.state + 'paid' + +Check tasks are created:: + + >>> sale.reload() + >>> line, = sale.lines + >>> len(line.tasks) + 1 diff --git a/modules/sale_project_task/tests/test_module.py b/modules/sale_project_task/tests/test_module.py new file mode 100644 index 0000000000..92bda4212f --- /dev/null +++ b/modules/sale_project_task/tests/test_module.py @@ -0,0 +1,12 @@ +# This file is part of Tryton. The COPYRIGHT file at the top level of +# this repository contains the full copyright notices and license terms. +from trytond.tests.test_tryton import ModuleTestCase + + +class SaleProjectTaskTestCase(ModuleTestCase): + "Test Sale Project Task module" + module = 'sale_project_task' + extras = ['project_invoice', 'project_revenue'] + + +del ModuleTestCase diff --git a/modules/sale_project_task/tests/test_scenario.py b/modules/sale_project_task/tests/test_scenario.py new file mode 100644 index 0000000000..dc1d23e7e5 --- /dev/null +++ b/modules/sale_project_task/tests/test_scenario.py @@ -0,0 +1,8 @@ +# This file is part of Tryton. The COPYRIGHT file at the top level of +# this repository contains the full copyright notices and license terms. + +from trytond.tests.test_tryton import load_doc_tests + + +def load_tests(*args, **kwargs): + return load_doc_tests(__name__, __file__, *args, **kwargs) diff --git a/modules/sale_project_task/tox.ini b/modules/sale_project_task/tox.ini new file mode 100644 index 0000000000..2e72e79800 --- /dev/null +++ b/modules/sale_project_task/tox.ini @@ -0,0 +1,24 @@ +[tox] +envlist = {py310,py311,py312,py313,py314}-{sqlite,postgresql} + +[testenv] +changedir = {env_site_packages_dir} +extras = test +commands = + coverage run --rcfile={toxinidir}/tox.ini --source=trytond.modules.sale_project_task --omit=*/tests/* -m xmlrunner discover -s trytond.modules.sale_project_task {posargs} +commands_post = + coverage report --rcfile={toxinidir}/tox.ini + coverage xml --rcfile={toxinidir}/tox.ini -o {package_root}/coverage.xml +deps = + coverage + unittest-xml-reporting + postgresql: psycopg[pool] >= 3 +passenv = * +setenv = + sqlite: TRYTOND_DATABASE_URI={env:SQLITE_URI:sqlite://} + postgresql: TRYTOND_DATABASE_URI={env:POSTGRESQL_URI:postgresql://} + sqlite: DB_NAME={env:DB_NAME::memory:} + postgresql: DB_NAME={env:DB_NAME:test} + +[coverage:run] +relative_files = true diff --git a/modules/sale_project_task/tryton.cfg b/modules/sale_project_task/tryton.cfg new file mode 100644 index 0000000000..6433d42fbf --- /dev/null +++ b/modules/sale_project_task/tryton.cfg @@ -0,0 +1,35 @@ +[tryton] +version=7.9.0 +depends: + currency + ir + product + project + sale +extras_depend: + project_invoice + project_revenue +xml: + product.xml + sale.xml + project.xml + message.xml + +[register] +model: + product.Template + product.Product + product.ProjectTask + sale.Configuration + sale.ConfigurationSaleMethod + sale.Sale + sale.Line + project.Work + +[register project_invoice] +model: + project.Work_Invoice + +[register project_revenue] +model: + sale.Line_Revenue diff --git a/modules/sale_project_task/view/product_project_task_form.xml b/modules/sale_project_task/view/product_project_task_form.xml new file mode 100644 index 0000000000..e0bb0f0570 --- /dev/null +++ b/modules/sale_project_task/view/product_project_task_form.xml @@ -0,0 +1,25 @@ + + +
+