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res_partner.py 26,16 Kio
# © 2019 Le Filament (<http://www.le-filament.com>)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
from datetime import datetime, timedelta
from odoo import models, fields, api
from odoo.exceptions import ValidationError
class ScopPartner(models.Model):
_inherit = "res.partner"
def _default_ur(self):
return self.env['res.company']._ur_default_get()
def _default_country(self):
return self.env.ref('base.fr', False)
# Infos générales
is_cooperative = fields.Boolean("Est une coopérative")
current_user_ur_id = fields.Many2one(
'union.regionale',
string="Union Régionale de l'utilisateur",
compute='_compute_current_user_ur_id',
search='_search_current_user_ur_id')
# Informations organisme
id_ur = fields.Char("Identifiant UR")
id_riga = fields.Char("Identifiant RIGA")
# Informations Bandeau
project_status = fields.Selection(
[('1_information', "Phase d'information"),
('2_pre-diagnostic', 'Phase de pré-diagnostic'),
('3_accompagnement', "Phase d'accompagnement"),
('4_adhesion', "Phase d'adhésion"),
('5_cg', 'Soumis CGScop'),
('6_suivi', 'Phase de suivi'),
('7_abandonne', 'Projet abandonné')],
track_visibility='onchange',
string='Statut projet',
index=True)
cooperative_form_id = fields.Many2one(
'res.partner.cooperative.form',
string="Cooperative form",
on_delete='restrict',
track_visibility='onchange')
partner_company_type_id = fields.Many2one(
comodel_name='res.partner.company.type',
string='Legal Form',
on_delete='restrict',
track_visibility='onchange')
membership_status = fields.Selection(
[('member', 'Adhérent'),
('not_member', 'Non Adhérent'),
('out', 'Radié')],
string="Statut d'adhésion",
compute='_compute_membership', store=True)
member_number = fields.Char(
"No adhérent",
compute='_compute_membership', store=True)
cae = fields.Boolean("CAE", track_visibility='onchange')
dissolution_date = fields.Date('Date de Décès',
track_visibility='onchange')
dissolution_reason_id = fields.Many2one(
'res.partner.dissolution.reason',
string="Motif Décés",
on_delete='restrict',
track_visibility='onchange')
# Infos générales / Contact
sigle = fields.Char("Sigle")
cedex = fields.Char("Cedex")
country_id = fields.Many2one('res.country', string='Country',
ondelete='restrict',
default=_default_country)
facebook = fields.Char("Facebook")
linkedin = fields.Char("LinkedIn")
twitter = fields.Char("Twitter")
director_ids = fields.One2many(
'res.partner', 'parent_id',
string='Contacts Dirigeants',
domain=[('active', '=', True), ('mandate_id', '!=', False)])
other_child_ids = fields.One2many(
'res.partner', 'parent_id', string='Autres Contacts',
domain=[('active', '=', True), ('mandate_id', '=', False)])
# Infos générales / Suivi UR
ur_id = fields.Many2one(
'union.regionale',
string='Union Régionale',
index=True,
on_delete='restrict',
default=_default_ur,
track_visibility='onchange')
creation_delegate_id = fields.Many2one(
'res.users',
string='Délégué de création',
on_delete='restrict')
followup_delegate_id = fields.Many2one(
'res.users',
string='Délégué de suivi',
domain=[('active', '=', True)],
on_delete='restrict',
track_visibility='onchange')
segment_1_id = fields.Many2many('res.partner.segment1',
column1='partner_id',
column2='segment_id',
string='Segmentation 1')
segment_2_id = fields.Many2many('res.partner.segment2',
column1='partner_id',
column2='segment_id',
string='Segmentation 2')
segment_3_id = fields.Many2many('res.partner.segment3',
column1='partner_id',
column2='segment_id',
string='Segmentation 3')
segment_4_id = fields.Many2many('res.partner.segment4',
column1='partner_id',
column2='segment_id',
string='Segmentation 4')
# Infos générales / Infos activité
creation_origin_id = fields.Many2one(
'res.partner.creation.origin',
string="Origine création en coop",
domain=[('parent_id', '=', False)],
on_delete='restrict')
creation_suborigin_id = fields.Many2one(
'res.partner.creation.origin',
string="Sous-Origine création en coop",
domain=[('child_ids', '=', False)],
on_delete='restrict')
date_1st_sign = fields.Date(
'Date 1er signature coop',
track_visibility='onchange')
registration_date = fields.Date(
string="Date d'immatriculation RCS",
track_visibility='onchange')
social_object = fields.Text('Objet Social', track_visibility='onchange')
naf_id = fields.Many2one(
'res.partner.naf',
string='Code NAF',
on_delete='restrict',
track_visibility='onchange')
certification_ids = fields.Many2many(
comodel_name='res.partner.certification',
string='Agrément', on_delete='restrict')
siret = fields.Char(string='SIRET', size=14, index=True,
track_visibility='onchange')
siren = fields.Char(string='SIREN', size=9, compute='_compute_siren')
capital = fields.Integer("Capital (en €)")
first_closeout = fields.Date(
'1er bilan en coop')
closeout_month = fields.Selection(
[(12842, 'Janvier'),
(12843, 'Février'),
(12844, 'Mars'),
(12845, 'Avril'),
(12846, 'Mai'),
(12847, 'Juin'),
(12848, 'Juillet'),
(12849, 'Août'),
(12850, 'Septembre'),
(12851, 'Octobre'),
(12852, 'Novembre'),
(12853, 'Décembre')],
string='Mois clôture exercices', default=12853,
track_visibility='onchange')
is_seed_scop = fields.Boolean("Est une SCOP d'amorçage")
seed_end = fields.Date("Date de fin du dispositif d'amorçage",
default=str(datetime.today() + timedelta(2556)),
compute='_compute_seen_end')
is_incubated = fields.Boolean("Est incubé")
incubator_id = fields.Many2one(
'res.partner',
string='Incubateur',
domain=[('active', '=', True), ('is_company', '=', True),
('organization_subtype_id.name', '=', 'Incubateur')],
on_delete='restrict')
# Partenaires
bank_id = fields.Many2one(
'res.partner',
string='Banque principale',
domain=[('active', '=', True), ('is_company', '=', True),
('organization_subtype_id.name', '=', 'Banque')],
on_delete='restrict')
bank2_id = fields.Many2one(
'res.partner',
string='Banque secondaire',
domain=[('active', '=', True), ('is_company', '=', True),
('organization_subtype_id.name', '=', 'Banque')],
on_delete='restrict')
accountant_id = fields.Many2one(
'res.partner',
string='Expert-Comptable',
domain=[('active', '=', True), ('is_company', '=', True),
'|', ('organization_subtype_id.name', '=', 'Expert-Comptable'),
('organization_subtype_id.name', '=', 'Organisme réviseur, ' +
'Expert-comptable / Commissaire au compte')],
on_delete='restrict')
accountant_person_id = fields.Many2one(
'res.partner',
string='Expert-Comptable (personne)',
domain=[('active', '=', True), ('is_company', '=', False)],
on_delete='restrict')
auditor_id = fields.Many2one(
'res.partner',
string='Commissaire aux Comptes',
domain=[('active', '=', True), ('is_company', '=', True),
'|', ('organization_subtype_id.name', '=',
'Commissaire au compte'),
('organization_subtype_id.name', '=', 'Organisme réviseur, ' +
'Expert-comptable / Commissaire au compte')],
on_delete='restrict')
auditor_person_id = fields.Many2one(
'res.partner',
string='Commissaire aux Comptes (personne)',
domain=[('active', '=', True), ('is_company', '=', False)],
on_delete='restrict')
# Périodes juridiques
scop_period_ids = fields.One2many(
comodel_name='scop.period',
inverse_name='partner_id',
string="Historique")
# Période d'adhésion
membership_period_ids = fields.One2many(
comodel_name='scop.membership.period',
inverse_name='partner_id',
string="Périodes d'adhésion")
# Cotisation
contribution_ids = fields.One2many(
comodel_name='scop.contribution',
inverse_name='partner_id',
string='Cotisations')
# Liste Ministère
direccte_id = fields.Many2one(
'res.partner',
string='DIRECCTE rattachée',
domain=[('active', '=', True), ('is_company', '=', True),
('organization_subtype_id', '=', 'DIRECCTE')],
on_delete='restrict')
last_update_status = fields.Date('Dernière mise à jour des statuts')
# Questionnaire
questionnaire_ids = fields.One2many(
comodel_name='scop.questionnaire',
inverse_name='partner_id',
string='Listes Ministère')
# Liasse fiscale
liasse_fiscale_ids = fields.One2many(
comodel_name='scop.liasse.fiscale',
inverse_name='partner_id',
string='Liasses Fiscales')
# Révisions
revision_contract = fields.Date("Date du contrat de révision",
track_visibility='onchange')
revision_company_id = fields.Many2one(
'res.partner',
string='Organisme de révision',
domain=[('active', '=', True), ('is_company', '=', True),
'|', ('organization_subtype_id.name', '=',
'Organisme réviseur'),
('organization_subtype_id.name', '=', 'Organisme réviseur, ' +
'Expert-comptable / Commissaire au compte')],
on_delete='restrict',
track_visibility='onchange')
revision_backup_company_id = fields.Many2one(
'res.partner',
string='Organisme de révision suppléant',
domain=[('active', '=', True), ('is_company', '=', True),
'|', ('organization_subtype_id.name', '=',
'Organisme réviseur'),
('organization_subtype_id.name', '=', 'Organisme réviseur, ' +
'Expert-comptable / Commissaire au compte')],
on_delete='restrict')
revision_person_id = fields.Many2one(
'res.partner',
string='Réviseur',
domain=[('active', '=', True), ('is_company', '=', False)],
on_delete='restrict', track_visibility='onchange')
revision_certified_person_id = fields.Many2one(
'res.partner',
string='Réviseur agréé',
domain=[('active', '=', True), ('is_company', '=', False)],
on_delete='restrict')
revision_person_assign_date = fields.Date("Date de nomination du réviseur",
track_visibility='onchange')
revision_type = fields.Selection(
[('1y', "Annuelle"),
('5y', 'Quinquennale'),
('5ys', "Quinquennale séquencée")],
string='Périodicité de la révision')
revision_next_date = fields.Integer("Prochain exercice révisable")
revision_ids = fields.One2many(
comodel_name='scop.revision',
inverse_name='partner_id',
string='Liste des Révisions')
# Outils financiers
financial_tools_ids = fields.One2many(
comodel_name='scop.financial.tools',
inverse_name='partner_id',
string='Outils financiers')
# Champs pour personnes
birthyear = fields.Integer("Année de naissance")
subscription_ids = fields.One2many(
comodel_name='res.partner.newsletter.subscription',
inverse_name='partner_id',
string='Abonnements')
contact_origin_id = fields.Many2one(
'res.partner.rgpd.origin',
string="Origine du contact",
on_delete='restrict')
mandate_id = fields.Many2one(
'res.partner.mandate',
string="Mandat",
on_delete='restrict')
contact_legality = fields.Selection(
[("employee", "Salarié"),
("customer", "Client en contrat"),
("supplier", "Fournisseur en contrat"),
("consent", "Consentement"),
("legitimate", "Intérêt légitime"),
("none", "Aucune")],
string="Licéité du contact",
compute="_compute_contact_legality",
store=True)
# Champs pour partenaires
organization_type_id = fields.Many2one(
'res.partner.organization.type',
string="Type",
domain=[('parent_id', '=', False)],
on_delete='restrict',
track_visibility='onchange')
organization_subtype_id = fields.Many2one(
'res.partner.organization.type',
string="Sous-Type",
domain=[('child_ids', '=', False)],
on_delete='restrict',
track_visibility='onchange')
@api.multi
def open_facebook(self):
self.ensure_one()
return {
"type": "ir.actions.act_url",
"url": self.facebook,
}
@api.multi
def open_linkedin(self):
self.ensure_one()
return {
"type": "ir.actions.act_url",
"url": self.linkedin,
}
@api.multi
def open_twitter(self):
self.ensure_one()
return {
"type": "ir.actions.act_url",
"url": self.twitter,
}
@api.onchange('creation_origin_id')
def onchange_creation_origin_id(self):
for coop in self:
coop.creation_suborigin_id = False
@api.onchange('organization_type_id')
def onchange_organization_type_id(self):
for partner in self:
partner.organization_subtype_id = False
def _create_period(self, partner):
new_period = self.env['scop.period'].create({
'partner_id': partner.id,
'start': partner.registration_date or fields.Date.today(),
'name': partner.name,
'cooperative_form_id': partner.cooperative_form_id.id,
'partner_company_type_id': partner.partner_company_type_id.id,
'siret': partner.siret,
'street': partner.street,
'street2': partner.street2,
'street3': partner.street3,
'zip': partner.zip,
'zip_id': partner.zip_id.id,
'city': partner.city,
'cedex': partner.cedex,
'state_id': partner.state_id.id,
'country_id': partner.country_id.id,
'naf_id': partner.naf_id.id,
'cae': partner.cae
})
partner.scop_period_ids = new_period
# Creation d'une periode lorsque le statut passe en Phase de Suivi
@api.multi
def write(self, vals):
result = super(ScopPartner, self).write(vals)
for partner in self:
if (not partner.is_company
and partner.type == 'contact'
and not partner.user_ids):
if (not partner.email and not partner.phone
and not partner.mobile):
raise ValidationError(
"Vous devez saisir au moins un e-mail ou un téléphone\
pour " + partner.name)
if vals.get('project_status') == '6_suivi':
self._create_period(partner)
partners_to_subscribe = [
partner.followup_delegate_id.partner_id.id,
partner.creation_delegate_id.partner_id.id
]
partner.message_subscribe(partner_ids=partners_to_subscribe)
return result
# Création d'une période lors de la création d'une coopérative
@api.model_create_multi
def create(self, vals_list):
partners = super(ScopPartner, self).create(vals_list)
for vals in vals_list:
if vals.get('is_cooperative') and vals.get(
'project_status') == '6_suivi':
for partner in partners:
self._create_period(partner)
for partner in partners:
partners_to_subscribe = [
partner.followup_delegate_id.partner_id.id,
partner.creation_delegate_id.partner_id.id
]
partner.message_subscribe(partner_ids=partners_to_subscribe)
return partners
@api.model
def _compute_siren(self):
for company in self:
if company.siret:
company.siren = company.siret[:9]
@api.model
def _compute_seen_end(self):
for company in self:
if company.date_1st_sign:
company.seed_end = company.date_1st_sign + timedelta(2556)
else:
company.seed_end = str(datetime.today() + timedelta(2556))
@api.model
def _compute_current_user_ur_id(self):
for partner in self:
partner.current_user_ur_id = self.env.user.company_id.ur_id.id
def _search_current_user_ur_id(self, operator, value):
return [('ur_id', '=', self.env.user.company_id.ur_id.id)]
@api.multi
def scop_send_to_cg(self):
self.write({
'project_status': '5_cg',
})
return True
# TODO - remove temporary function once RIGA API in place
@api.multi
def scop_valid_cg(self):
self.write({
'project_status': '6_suivi',
})
return True
@api.multi
def scop_abandonne(self):
self.write({
'project_status': '7_abandonne',
})
return True
@api.depends('contact_origin_id',
'parent_id.cooperative_form_id',
'parent_id.membership_status')
def _compute_contact_legality(self):
for partner in self:
partner.contact_legality = 'none'
if (partner.contact_origin_id.name ==
"Fiche contact, site internet"):
partner.contact_legality = 'consent'
if partner.contact_origin_id.name in (
"Prospect journée d'info coll",
"Prospect (salon, rdv, internet…)",
"Elus"):
partner.contact_legality = 'legitimate'
if (partner.contact_origin_id.name in (
"Salariés CG", "Salariés UR", "Salariés Fédération")):
partner.contact_legality = 'employee'
if (partner.contact_origin_id.name in (
"Elus", "VIP, Officiels", "Fournisseurs")):
partner.contact_legality = 'legitimate'
if not partner.is_company and partner.parent_id:
parent = partner.parent_id
if (partner.contact_origin_id.name in (
"Dossiers d'adhésion",
"Dossiers annuels non LM (scic, scop47)")
and parent.cooperative_form_id
and parent.membership_status == "member"):
partner.contact_legality = 'customer'
if (partner.contact_origin_id.name == (
"Dossiers annuels non LM (scic, scop47)")
and parent.membership_status != "member"):
partner.contact_legality = 'legitimate'
if (partner.contact_origin_id.name == (
"Dossiers Liste ministère")
and parent.cooperative_form_id.name == "SCIC"):
partner.contact_legality = 'customer'
@api.depends('membership_period_ids')
def _compute_membership(self):
for partner in self:
type_cg = self.env['scop.membership.type'].search([
('name', '=', 'Confédération générale des SCOP')], limit=1).id
last_membership_period = self.env['scop.membership.period'].search(
[('partner_id', '=', partner.id),
('type_id', '=', type_cg)],
limit=1)
if (last_membership_period
and not last_membership_period.end_reason_id
and last_membership_period.state == 'done'):
partner.membership_status = "member"
partner.member_number = last_membership_period.number
elif (last_membership_period
and last_membership_period.end_reason_id):
partner.membership_status = "out"
partner.member_number = last_membership_period.number
else:
partner.membership_status = "not_member"
class ResPartneCertification(models.Model):
_name = "res.partner.certification"
_description = "Certification"
name = fields.Char('Certification')
id_riga = fields.Integer("ID RIGA")
color = fields.Integer('Couleur Index')
class ScopPartnerCompanyType(models.Model):
_inherit = "res.partner.company.type"
id_riga = fields.Integer("ID RIGA")
class ResPartnerCooperativeForm(models.Model):
_name = "res.partner.cooperative.form"
_description = "Cooperative form"
name = fields.Char('Cooperative form')
id_riga = fields.Integer("ID RIGA")
class ResPartnerCreationOrigin(models.Model):
_name = "res.partner.creation.origin"
_description = "Creation Origin"
_parent_name = "parent_id"
_parent_store = True
_rec_name = 'name'
_order = 'id'
name = fields.Char('Origine / Sous-Origine', index=True, required=True)
parent_id = fields.Many2one(
comodel_name='res.partner.creation.origin',
string='Origine (parent)',
index=True,
ondelete='restrict')
parent_path = fields.Char(index=True)
child_ids = fields.One2many(
comodel_name='res.partner.creation.origin',
inverse_name='parent_id',
string='Sous origines')
id_riga = fields.Integer("ID RIGA")
@api.constrains('parent_id')
def _check_origin_recursion(self):
if not self._check_recursion():
raise ValidationError(
'Vous ne pouvez pas créer des origines récursives.')
return True
class ResPartnerDissolutionReason(models.Model):
_name = "res.partner.dissolution.reason"
_description = "Dissolution Reason"
name = fields.Char('Dissolution Reason')
class ResPartnerMandate(models.Model):
_name = "res.partner.mandate"
_description = "Mandat"
name = fields.Char('Mandat')
class ScopPartnerNaf(models.Model):
_inherit = "res.partner.naf"
id_riga = fields.Integer("ID RIGA")
class ResPartnerOrganizationType(models.Model):
_name = "res.partner.organization.type"
_description = "Type of Organization"
_parent_name = "parent_id"
_parent_store = True
_rec_name = 'name'
_order = 'id'
name = fields.Char('Type / Sous-Type', index=True, required=True)
parent_id = fields.Many2one(
comodel_name='res.partner.organization.type',
string='Type (parent)',
index=True,
ondelete='restrict')
parent_path = fields.Char(index=True)
child_ids = fields.One2many(
comodel_name='res.partner.organization.type',
inverse_name='parent_id',
string='Sous types')
id_riga = fields.Integer("ID RIGA")
@api.constrains('parent_id')
def _check_origin_recursion(self):
if not self._check_recursion():
raise ValidationError(
'Vous ne pouvez pas créer des types récursifs.')
return True
class ResPartnerRgpdOrigin(models.Model):
_name = "res.partner.rgpd.origin"
_description = "Origin"
name = fields.Char('Origin')
class ResPartnerSegment1(models.Model):
_name = "res.partner.segment1"
_description = "Segments 1"
_rec_name = 'name'
_order = 'ur_id, name'
def _default_ur(self):
return self.env['res.company']._ur_default_get()
name = fields.Char('Nom', index=True, required=True)
color = fields.Integer(string='ID Couleur')
id_riga = fields.Integer("ID RIGA")
ur_id = fields.Many2one(
'union.regionale',
string='Union Régionale',
index=True,
on_delete='restrict',
default=_default_ur)
class ResPartnerSegment2(models.Model):
_name = "res.partner.segment2"
_description = "Segments 2"
_rec_name = 'name'
_order = 'ur_id, name'
def _default_ur(self):
return self.env['res.company']._ur_default_get()
name = fields.Char('Nom', index=True, required=True)
color = fields.Integer(string='ID Couleur')
id_riga = fields.Integer("ID RIGA")
ur_id = fields.Many2one(
'union.regionale',
string='Union Régionale',
index=True,
on_delete='restrict',
default=_default_ur)
class ResPartnerSegment3(models.Model):
_name = "res.partner.segment3"
_description = "Segments 3"
_rec_name = 'name'
_order = 'ur_id, name'
def _default_ur(self):
return self.env['res.company']._ur_default_get()
name = fields.Char('Nom', index=True, required=True)
color = fields.Integer(string='ID Couleur')
id_riga = fields.Integer("ID RIGA")
ur_id = fields.Many2one(
'union.regionale',
string='Union Régionale',
index=True,
on_delete='restrict',
default=_default_ur)
class ResPartnerSegment4(models.Model):
_name = "res.partner.segment4"
_description = "Segments 4"
_rec_name = 'name'
_order = 'ur_id, name'
def _default_ur(self):
return self.env['res.company']._ur_default_get()
name = fields.Char('Nom', index=True, required=True)
color = fields.Integer(string='ID Couleur')
id_riga = fields.Integer("ID RIGA")
ur_id = fields.Many2one(
'union.regionale',
string='Union Régionale',
index=True,
on_delete='restrict',
default=_default_ur)