invoicing user

This commit is contained in:
Benoît Vézina 2025-03-06 10:21:49 -05:00
parent bb5b211d9c
commit 32ee016a92
10 changed files with 195 additions and 0 deletions

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from . import models
from . import wizard

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#
# Bemade Inc.
#
# Copyright (C) 2023-June Bemade Inc. (<https://www.bemade.org>).
# Author: Marc Durepos (Contact : marc@bemade.org)
#
# This program is under the terms of the Odoo Proprietary License v1.0 (OPL-1)
# It is forbidden to publish, distribute, sublicense, or sell copies of the Software
# or modified copies of the Software.
#
# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
# IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
# DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
# ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
# DEALINGS IN THE SOFTWARE.
#
{
'name': 'Current User as Invoice User',
'version': '18.0.1.0.0',
'summary': 'Instead of the salesperson, use the currently logged in user as the responsible user on invoice.',
'category': 'Accounting',
'author': 'Bemade Inc.',
'website': 'http://www.bemade.org',
'license': 'OPL-1',
'depends': ['sale', 'account'],
'data': [
'views/res_config_settings_views.xml',
],
'installable': True,
'auto_install': False,
}

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from . import res_config_settings

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from odoo import fields, models
class ResConfigSettings(models.TransientModel):
_inherit = 'res.config.settings'
# Configuration fields
use_current_user = fields.Boolean(
string='Use Current User as Invoice User',
config_parameter='current_user_as_invoice_user.use_current_user',
default=True,
help='If checked, the current user will be set as the invoice user. Otherwise, a specific user will be used.'
)
specific_invoice_user_id = fields.Many2one(
'res.users',
string='Specific Invoice User',
config_parameter='current_user_as_invoice_user.specific_user_id',
help='User to be set as invoice user when not using current user'
)

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from . import test_current_user_as_invoice_user

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from odoo.tests import TransactionCase, Form, tagged
from odoo.addons.sale.tests.common import TestSaleCommon
from odoo import Command
@tagged("-at_install", "post_install")
class TestSaleOrder(TestSaleCommon):
@classmethod
def setUpClass(cls):
super().setUpClass()
Partner = cls.env['res.partner']
groups = [
cls.env.ref('base.group_user').id,
cls.env.ref('base.group_system').id,
cls.env.ref('account.group_account_invoice').id,
cls.env.ref('sales_team.group_sale_manager').id,
]
cls.user = cls.env['res.users'].create({
'partner_id': Partner.create({'name': 'user1'}).id,
'login': 'test_user',
'password': 'test_user',
'groups_id': [Command.set(groups)]
})
cls.product = cls.env['product.product'].create({
'name': 'Test Product',
'default_code': 'TEST',
'price': 10.0,
'invoice_policy': 'order',
})
cls.sale_order = cls.env['sale.order'].with_user(cls.user).create({
'partner_id': cls.partner_a.id,
})
so_form = Form(cls.sale_order)
with so_form.order_line.new() as line:
line.product_id = cls.product
line.product_uom_qty = 2
so_form.save()
cls.sale_order.action_confirm()
def test_invoice_wizard_does_not_set_so_responsible_as_invoice_follower(self):
so = self.sale_order
admin = self.env.ref('base.user_root')
wiz = self.env['sale.advance.payment.inv'].with_user(admin).with_context({
'active_ids': so.ids,
'active_model': 'sale.order',
}).create({})
wiz.with_user(admin).create_invoices()
invoice = so.invoice_ids[0]
self.assertEqual(invoice.invoice_user_id, admin)
self.assertFalse(self.user in invoice.message_follower_ids.mapped('partner_id').mapped('user_ids'))

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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="res_config_settings_view_form" model="ir.ui.view">
<field name="name">res.config.settings.view.form.inherit.invoice.user</field>
<field name="model">res.config.settings</field>
<field name="inherit_id" ref="account.res_config_settings_view_form"/>
<field name="arch" type="xml">
<xpath expr="//div[@id='invoicing_settings']" position="inside">
<div class="col-12 col-lg-6 o_setting_box">
<div class="o_setting_left_pane">
<field name="use_current_user"/>
</div>
<div class="o_setting_right_pane">
<label for="use_current_user"/>
<div class="text-muted">
Choose between using current user or specific user as invoice user
</div>
<div class="content-group" attrs="{'invisible': [('use_current_user', '=', True)]}">
<div class="mt8">
<field name="specific_invoice_user_id" required="0"/>
</div>
</div>
</div>
</div>
</xpath>
</field>
</record>
</odoo>

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from . import sale_make_invoice_advance
from . import sale_order

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from odoo import models
class SaleMakeInvoiceAdvance(models.TransientModel):
_inherit = "sale.advance.payment.inv"
def _prepare_invoice_values(self, order, so_line):
invoice_vals = super()._prepare_invoice_values(order, so_line)
# Get configuration parameters
use_current_user = self.env['ir.config_parameter'].sudo().get_param(
'current_user_as_invoice_user.use_current_user', 'True'
).lower() == 'true'
specific_user_id = int(self.env['ir.config_parameter'].sudo().get_param(
'current_user_as_invoice_user.specific_user_id', '0'
))
# Determine which user to use
if use_current_user:
user_id = self.env.user.id
else:
user_id = specific_user_id if specific_user_id else self.env.user.id
invoice_vals.update({
'invoice_user_id': user_id,
'user_id': user_id,
})
return invoice_vals

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from odoo import models, fields, api, _
class SaleOrder(models.Model):
_inherit = "sale.order"
def _prepare_invoice(self):
invoice_vals = super()._prepare_invoice()
# Get configuration parameters
use_current_user = self.env['ir.config_parameter'].sudo().get_param(
'current_user_as_invoice_user.use_current_user', 'True'
).lower() == 'true'
specific_user_id = int(self.env['ir.config_parameter'].sudo().get_param(
'current_user_as_invoice_user.specific_user_id', '0'
))
# Determine which user to use
if use_current_user:
user_id = self.env.user.id
else:
user_id = specific_user_id if specific_user_id else self.env.user.id
invoice_vals.update({
'invoice_user_id': user_id,
'user_id': user_id,
})
return invoice_vals