first commit

modules/sale_credit_limit/__init__.py

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+# This file is part of Tryton.  The COPYRIGHT file at the top level of
+# this repository contains the full copyright notices and license terms.

modules/sale_credit_limit/party.py

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+# 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 decimal import Decimal
+from itertools import groupby
+
+from trytond.pool import Pool, PoolMeta
+from trytond.tools import grouped_slice
+from trytond.transaction import Transaction
+
+
+class Party(metaclass=PoolMeta):
+    __name__ = 'party.party'
+
+    @classmethod
+    def get_credit_amount(cls, parties, name):
+        pool = Pool()
+        Currency = pool.get('currency.currency')
+        Sale = pool.get('sale.sale')
+        Uom = pool.get('product.uom')
+
+        amounts = super().get_credit_amount(parties, name)
+
+        company_id = Transaction().context.get('company')
+
+        for sub_parties in grouped_slice(parties):
+            id2party = {p.id: p for p in sub_parties}
+
+            sales = Sale.search([
+                    ('company', '=', company_id),
+                    ('party', 'in', list(id2party.keys())),
+                    ('state', 'in', ['confirmed', 'processing']),
+                    ],
+                order=[('party', None)])
+            for party_id, sales in groupby(sales, lambda s: s.party.id):
+                party = id2party[party_id]
+                for sale in sales:
+                    amount = 0
+                    for line in sale.lines:
+                        quantity = line.credit_limit_quantity
+                        if quantity is None:
+                            continue
+                        for invoice_line in line.invoice_lines:
+                            if invoice_line.type != 'line':
+                                continue
+                            invoice = invoice_line.invoice
+                            if invoice and invoice.move:
+                                if line.unit:
+                                    quantity -= Uom.compute_qty(
+                                        invoice_line.unit or line.unit,
+                                        invoice_line.quantity,
+                                        line.unit, round=False)
+                                else:
+                                    quantity -= invoice_line.quantity
+                        if quantity > 0:
+                            amount += Currency.compute(
+                                sale.currency,
+                                Decimal(str(quantity)) * line.unit_price,
+                                party.currency,
+                                round=False)
+                    amounts[party.id] = party.currency.round(
+                        amounts[sale.party.id] + amount)
+        return amounts
+
+    @classmethod
+    def _credit_limit_to_lock(cls):
+        return super()._credit_limit_to_lock() + [
+            'sale.sale', 'sale.line']

modules/sale_credit_limit/sale.py

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+# 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 ModelView, Workflow
+from trytond.pool import Pool, PoolMeta
+
+
+class Sale(metaclass=PoolMeta):
+    __name__ = 'sale.sale'
+
+    def must_check_credit_limit(self):
+        return self.shipment_method == 'order'
+
+    @property
+    def credit_limit_amount(self):
+        "Amount to check against credit limit"
+        pool = Pool()
+        Currency = pool.get('currency.currency')
+        return Currency.compute(
+            self.currency, self.untaxed_amount, self.company.currency)
+
+    @classmethod
+    @ModelView.button
+    @Workflow.transition('confirmed')
+    def confirm(cls, sales):
+        for sale in sales:
+            if sale.must_check_credit_limit():
+                party = sale.invoice_party or sale.party
+                party.check_credit_limit(
+                    sale.credit_limit_amount, sale.company, origin=sale)
+        super().confirm(sales)
+
+
+class Line(metaclass=PoolMeta):
+    __name__ = 'sale.line'
+
+    @property
+    def credit_limit_quantity(self):
+        pool = Pool()
+        UoM = pool.get('product.uom')
+        if (self.type != 'line') or (self.quantity <= 0):
+            return None
+        quantity = self.quantity
+        if self.sale.invoice_method == 'shipment':
+            for move in self.moves_ignored:
+                quantity -= UoM.compute_qty(
+                    move.unit, move.quantity, self.unit, round=False)
+        for invoice_line in self.invoice_lines:
+            if invoice_line.invoice in self.sale.invoices_ignored:
+                quantity -= UoM.compute_qty(
+                    invoice_line.unit, invoice_line.quantity, self.unit,
+                    round=False)
+        return quantity

modules/sale_credit_limit/tests/__init__.py

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+# This file is part of Tryton.  The COPYRIGHT file at the top level of
+# this repository contains the full copyright notices and license terms.

modules/sale_credit_limit/tests/test_module.py

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+# 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 decimal import Decimal
+
+from trytond.exceptions import UserWarning
+from trytond.modules.account.tests import create_chart, get_fiscalyear
+from trytond.modules.account_invoice.tests import set_invoice_sequences
+from trytond.modules.company.tests import (
+    CompanyTestMixin, create_company, set_company)
+from trytond.pool import Pool
+from trytond.tests.test_tryton import ModuleTestCase, with_transaction
+
+
+class SaleCreditLimitTestCase(CompanyTestMixin, ModuleTestCase):
+    'Test SaleCreditLimit module'
+    module = 'sale_credit_limit'
+
+    @with_transaction()
+    def test_check_credit_limit(self):
+        'Test check_credit_limit'
+        pool = Pool()
+        Account = pool.get('account.account')
+        Move = pool.get('account.move')
+        Journal = pool.get('account.journal')
+        Party = pool.get('party.party')
+        Sale = pool.get('sale.sale')
+        PaymentTerm = pool.get('account.invoice.payment_term')
+        Configuration = pool.get('account.configuration')
+        FiscalYear = pool.get('account.fiscalyear')
+        Invoice = pool.get('account.invoice')
+
+        company = create_company()
+        with set_company(company):
+            create_chart(company)
+            fiscalyear = set_invoice_sequences(get_fiscalyear(company))
+            fiscalyear.save()
+            FiscalYear.create_period([fiscalyear])
+            period = fiscalyear.periods[0]
+
+            receivable, = Account.search([
+                    ('closed', '!=', True),
+                    ('type.receivable', '=', True),
+                    ('party_required', '=', True),
+                    ('company', '=', company.id),
+                    ], limit=1)
+            revenue, = Account.search([
+                    ('closed', '!=', True),
+                    ('type.revenue', '=', True),
+                    ('company', '=', company.id),
+                    ], limit=1)
+            journal, = Journal.search([], limit=1)
+            party, = Party.create([{
+                        'name': 'Party',
+                        'addresses': [
+                            ('create', [{}]),
+                            ],
+                        'credit_limit_amount': Decimal('100'),
+                        }])
+            Move.create([{
+                        'journal': journal.id,
+                        'period': period.id,
+                        'date': period.start_date,
+                        'lines': [
+                            ('create', [{
+                                        'debit': Decimal('100'),
+                                        'account': receivable.id,
+                                        'party': party.id,
+                                        }, {
+                                        'credit': Decimal('100'),
+                                        'account': revenue.id,
+                                        }]),
+                            ],
+                        }])
+            payment_term, = PaymentTerm.create([{
+                        'name': 'Test',
+                        'lines': [
+                            ('create', [{
+                                        'type': 'remainder',
+                                        }])
+                            ],
+                        }])
+            config = Configuration(1)
+            config.default_category_account_revenue = revenue
+            config.save()
+            sale, = Sale.create([{
+                        'party': party.id,
+                        'company': company.id,
+                        'payment_term': payment_term.id,
+                        'currency': company.currency.id,
+                        'invoice_address': party.addresses[0].id,
+                        'shipment_address': party.addresses[0].id,
+                        'lines': [
+                            ('create', [{
+                                        'description': 'Test',
+                                        'quantity': 2,
+                                        'unit_price': Decimal('25'),
+                                        }]),
+                            ],
+                        }])
+            self.assertEqual(party.credit_amount, Decimal('100'))
+            Sale.quote([sale])
+            # Test limit reaches
+            self.assertRaises(UserWarning, Sale.confirm, [sale])
+            self.assertEqual(party.credit_amount, Decimal('100'))
+            # Increase limit
+            party.credit_limit_amount = Decimal('200')
+            party.save()
+            # process should work
+            Sale.confirm([sale])
+            self.assertEqual(sale.state, 'confirmed')
+            self.assertEqual(party.credit_amount, Decimal('150'))
+
+            # Process
+            Sale.process([sale])
+            # Decrease limit
+            party.credit_limit_amount = Decimal('100')
+            party.save()
+            # process should still work as sale is already processing
+            Sale.process([sale])
+
+            # Invoice part of quantity does not change the credit amount
+            invoice, = sale.invoices
+            invoice_line, = invoice.lines
+            invoice_line.quantity = 1
+            invoice_line.save()
+            Invoice.post([invoice])
+            self.assertEqual(party.credit_amount, Decimal('150'))
+
+
+del ModuleTestCase

modules/sale_credit_limit/tryton.cfg

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+[tryton]
+version=7.8.1
+depends:
+    ir
+    account_credit_limit
+    sale
+    currency
+    account_invoice
+    company
+
+[register]
+model:
+    party.Party
+    sale.Sale
+    sale.Line