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from . import models |
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# Copyright 2020 Camptocamp | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "Partner Invoicing Mode Monthly", | ||
"version": "15.0.1.0.0", | ||
"summary": "Create invoices automatically on a monthly basis.", | ||
"author": "Camptocamp, Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/account-invoicing", | ||
"license": "AGPL-3", | ||
"category": "Accounting & Finance", | ||
"depends": [ | ||
"account", | ||
"partner_invoicing_mode", | ||
"queue_job", | ||
"sale_stock", | ||
], | ||
"data": [ | ||
"data/ir_cron.xml", | ||
"data/queue_job_data.xml", | ||
"views/res_config_settings_views.xml", | ||
], | ||
} |
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<?xml version="1.0" encoding="UTF-8" ?> | ||
<odoo noupdate="1"> | ||
<record forcecreate="True" id="ir_cron_generate_monthly_invoice" model="ir.cron"> | ||
<field name="name">Generate Monthly Invoices</field> | ||
<field eval="True" name="active" /> | ||
<field name="user_id" ref="base.user_root" /> | ||
<field name="interval_number">1</field> | ||
<field name="interval_type">days</field> | ||
<field name="numbercall">-1</field> | ||
<field eval="False" name="doall" /> | ||
<field name="model_id" ref="model_sale_order" /> | ||
<field name="code">model.cron_generate_monthly_invoices()</field> | ||
<field | ||
name="nextcall" | ||
eval="(DateTime.now().replace(hour=1,minute=0).strftime('%Y-%m-%d %H:%M:%S'))" | ||
/> | ||
</record> | ||
</odoo> |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo> | ||
<!-- Queue Job Channel --> | ||
<record id="invoice_monthly" model="queue.job.channel"> | ||
<field name="name">invoice_monthly</field> | ||
<field name="parent_id" ref="queue_job.channel_root" /> | ||
</record> | ||
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<!-- Queue Job Function --> | ||
<record id="job_function_generate_invoices_by_partner" model="queue.job.function"> | ||
<field name="model_id" ref="sale.model_sale_order" /> | ||
<field name="method">_generate_invoices_by_partner</field> | ||
<field name="channel_id" ref="invoice_monthly" /> | ||
</record> | ||
</odoo> |
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from . import res_company | ||
from . import res_config_settings | ||
from . import res_partner | ||
from . import sale_order |
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# Copyright 2020 Camptocamp SA | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html) | ||
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from odoo import fields, models | ||
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class ResCompany(models.Model): | ||
_inherit = "res.company" | ||
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invoicing_mode_monthly_day_todo = fields.Integer( | ||
"Invoicing Day", | ||
default="31", | ||
help="Day of the month to execute the invoicing. For a number higher" | ||
"than the number of days in a month, the invoicing will be" | ||
"executed on the last day of the month.", | ||
) | ||
invoicing_mode_monthly_last_execution = fields.Datetime( | ||
string="Last execution", | ||
help="Last execution of monthly invoicing.", | ||
readonly=True, | ||
) |
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partner_invoicing_mode_monthly/models/res_config_settings.py
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# Copyright 2020 Camptocamp SA | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html) | ||
from odoo import fields, models | ||
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class ResConfigSettings(models.TransientModel): | ||
_inherit = "res.config.settings" | ||
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res_invoicing_mode_monthly_day_todo = fields.Integer( | ||
related="company_id.invoicing_mode_monthly_day_todo", readonly=False | ||
) | ||
invoicing_mode_monthly_last_execution = fields.Datetime( | ||
related="company_id.invoicing_mode_monthly_last_execution", readonly=True | ||
) |
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# Copyright 2020 Camptocamp SA | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html) | ||
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from odoo import fields, models | ||
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class ResPartner(models.Model): | ||
_inherit = "res.partner" | ||
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invoicing_mode = fields.Selection( | ||
selection_add=[("monthly", "Monthly")], | ||
ondelete={"monthly": "set default"}, | ||
) |
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# Copyright 2020 Camptocamp SA | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html) | ||
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from datetime import datetime | ||
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from dateutil.relativedelta import relativedelta | ||
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from odoo import api, models | ||
from odoo.osv.expression import OR | ||
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class SaleOrder(models.Model): | ||
_inherit = "sale.order" | ||
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@api.model | ||
def cron_generate_monthly_invoices(self): | ||
"""Cron called daily to check if monthly invoicing needs to be done.""" | ||
company_ids = self._company_monthly_invoicing_today() | ||
if company_ids: | ||
self.generate_monthly_invoices(company_ids) | ||
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@api.model | ||
def generate_monthly_invoices(self, companies=None): | ||
"""Generate monthly invoices for customers who require that mode. | ||
Invoices will be generated by other jobs split for different customer | ||
and different payment term. | ||
""" | ||
if not companies: | ||
companies = self.company_id | ||
saleorder_groups = self.read_group( | ||
[ | ||
("invoicing_mode", "=", "monthly"), | ||
("invoice_status", "=", "to invoice"), | ||
("company_id", "in", companies.ids), | ||
], | ||
["partner_invoice_id"], | ||
groupby=self._get_groupby_fields_for_monthly_invoicing(), | ||
lazy=False, | ||
) | ||
for saleorder_group in saleorder_groups: | ||
saleorder_ids = self.search(saleorder_group["__domain"]).ids | ||
self.with_delay()._generate_invoices_by_partner(saleorder_ids) | ||
companies.write({"invoicing_mode_monthly_last_execution": datetime.now()}) | ||
return saleorder_groups | ||
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@api.model | ||
def _get_groupby_fields_for_monthly_invoicing(self): | ||
"""Returns the sale order fields used to group them into jobs.""" | ||
return ["partner_invoice_id", "payment_term_id"] | ||
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def _generate_invoices_by_partner(self, saleorder_ids, invoicing_mode="monthly"): | ||
"""Generate invoices for a group of sale order belonging to a customer.""" | ||
sales = ( | ||
self.browse(saleorder_ids) | ||
.exists() | ||
.filtered(lambda r: r.invoice_status == "to invoice") | ||
) | ||
if not sales: | ||
return "No sale order found to invoice ?" | ||
invoices = sales._create_invoices( | ||
grouped=sales[0].partner_invoice_id.one_invoice_per_order, final=True | ||
) | ||
for invoice in invoices: | ||
invoice.with_delay()._validate_invoice() | ||
return invoices | ||
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@api.model | ||
def _company_monthly_invoicing_today(self): | ||
"""Get company ids for which today is monthly invoicing day.""" | ||
today = datetime.now() | ||
first_day_this_month = today.replace( | ||
day=1, hour=0, minute=0, second=0, microsecond=0 | ||
) | ||
first_day_last_month = first_day_this_month - relativedelta(months=1) | ||
last_day_of_this_month = (today + relativedelta(day=31)).day | ||
# Last month still not executed, it needs to be done | ||
domain_last_month = [ | ||
("invoicing_mode_monthly_last_execution", "<", first_day_last_month), | ||
] | ||
# Invoicing day is today or in the past and invoicing not yet done | ||
domain_this_month = [ | ||
"|", | ||
("invoicing_mode_monthly_last_execution", "<", first_day_this_month), | ||
("invoicing_mode_monthly_last_execution", "=", False), | ||
("invoicing_mode_monthly_day_todo", "<=", today.day), | ||
] | ||
# Make sure non exisiting days are done at the end of the month | ||
domain_last_day_of_month = [ | ||
"|", | ||
("invoicing_mode_monthly_last_execution", "<", first_day_this_month), | ||
("invoicing_mode_monthly_last_execution", "=", False), | ||
("invoicing_mode_monthly_day_todo", ">", today.day), | ||
] | ||
if today.day == last_day_of_this_month: | ||
domain = OR( | ||
[domain_last_month, domain_this_month, domain_last_day_of_month] | ||
) | ||
else: | ||
domain = OR([domain_last_month, domain_this_month]) | ||
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return self.env["res.company"].search(domain) |
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* `Camptocamp <https://www.camptocamp.com>`_: | ||
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* Thierry Ducrest <[email protected]> | ||
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* Phuc (Tran Thanh) <[email protected]> |
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The development of this module has been financially supported by: | ||
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* Camptocamp |
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This module allows to select a monthly invoicing mode for a customer. | ||
It is based on `partner_invoicing_mode`. | ||
When this mode is selected for a customer, the customer will be automatically | ||
invoiced |
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