From 44b803aa8aeff6696538c45e7463da4cbd667a13 Mon Sep 17 00:00:00 2001
From: benjamin <benjamin@le-filament.com>
Date: Thu, 13 Mar 2025 19:02:20 +0100
Subject: [PATCH] [UPD] Data for import
---
README.md | 3 +
models/financial_contract_guarantee.py | 16 +-
models/mutual_guarantee_fund_line.py | 26 ++-
views/financial_contract_guarantee.xml | 254 +++++++++++++------------
4 files changed, 173 insertions(+), 126 deletions(-)
diff --git a/README.md b/README.md
index 6b30e4c..38b9450 100644
--- a/README.md
+++ b/README.md
@@ -2,11 +2,14 @@
## Description
Ajoute la gestion des garanties de prêt pour les contrats.
+
## Credits
Le développement de ce module a été financé par / The development of this module has been financially supported by:
+ - CGSCop (https://www.les-scop.coop/)
- SOCODEN
+
## Contributors
* Benjamin <benjamin@le-filament.com>
diff --git a/models/financial_contract_guarantee.py b/models/financial_contract_guarantee.py
index 0ed2c61..7c7de91 100644
--- a/models/financial_contract_guarantee.py
+++ b/models/financial_contract_guarantee.py
@@ -98,18 +98,26 @@ class FinancialContractGuarantee(models.Model):
social_share_ids = fields.One2many(
comodel_name="company.share.line",
inverse_name="guarantee_id",
- string="FMG",
+ string="Parts sociales",
)
social_share_paid = fields.Monetary(
string="Montant parts sociales payé",
compute="_compute_social_share_paid",
store=True
)
+ is_old_associate = fields.Boolean(
+ string="Nouveau sociétaire",
+ compute="_compute_is_new_associate",
+ store=True,
+ default=False,
+ )
line_ids = fields.One2many(
comodel_name="financial.contract.guarantee.line",
inverse_name="guarantee_id",
string="Lignes de solde",
)
+ date_folder_received = fields.Date("Date de réception dossier")
+ date_approval_president = fields.Date("Date Validation Président")
# Loan Data
payment_date = fields.Date("Date de versement")
@@ -262,6 +270,12 @@ class FinancialContractGuarantee(models.Model):
contract.suspensive_condition_ids.unlink()
contract.suspensive_condition_ids = condition_to_create
+ @api.depends("partner_id", "partner_id.company_share_line_ids")
+ def _compute_is_new_associate(self):
+ for guarantee in self:
+ if guarantee.partner_id and guarantee.partner_id.company_share_line_ids:
+ guarantee.is_old_associate = True
+
# ------------------------------------------------------
# Onchange
# ------------------------------------------------------
diff --git a/models/mutual_guarantee_fund_line.py b/models/mutual_guarantee_fund_line.py
index 02c3f3b..6db1207 100644
--- a/models/mutual_guarantee_fund_line.py
+++ b/models/mutual_guarantee_fund_line.py
@@ -1,8 +1,8 @@
# © 2024 Le Filament (<http://www.le-filament.com>)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
-from odoo import fields, models
-
+from odoo import api, fields, models
+from odoo.exceptions import ValidationError
class MutualGuaranteeFundLine(models.Model):
_name = "mutual.guarantee.fund.line"
@@ -13,7 +13,7 @@ class MutualGuaranteeFundLine(models.Model):
guarantee_id = fields.Many2one(
comodel_name="financial.contract.guarantee",
string="Contrat de garantie",
- required=True,
+ required=False,
index=True,
)
partner_id = fields.Many2one(
@@ -34,12 +34,30 @@ class MutualGuaranteeFundLine(models.Model):
comodel_name="res.currency",
related="guarantee_id.currency_id",
)
- amount = fields.Monetary("Montant")
+ amount = fields.Monetary("Montant", required=True)
date = fields.Date(required=True)
+ type = fields.Selection(
+ selection=[
+ ("subscribe", "Souscription"),
+ ("refund", "Remboursement"),
+ ("guarantee_call", "Appel en garantie"),
+ ("storing", "Mise en réserve"),
+ ],
+ string="Type de mouvement",
+ required=True
+ )
+ comment = fields.Text("Commentaire")
# ------------------------------------------------------
# Constrains functions
# ------------------------------------------------------
+ @api.constrains("type", "amount")
+ def _check_amount_type(self):
+ for fmg in self:
+ if fmg.type == "subscribe" and fmg.amount <= 0:
+ raise ValidationError("Le montant d'une souscription doit être positif")
+ elif fmg.type in ["refund", "guarantee_call", "storing"] and fmg.amount >= 0:
+ raise ValidationError("Le montant d'une souscription doit être négatif")
# ------------------------------------------------------
# Computed fields / Search Fields
diff --git a/views/financial_contract_guarantee.xml b/views/financial_contract_guarantee.xml
index 7ab7799..0a592ed 100644
--- a/views/financial_contract_guarantee.xml
+++ b/views/financial_contract_guarantee.xml
@@ -7,7 +7,7 @@
<field name="name">financial.contract.guarantee.list</field>
<field name="model">financial.contract.guarantee</field>
<field name="arch" type="xml">
- <list>
+ <list multi_edit="1">
<field name="currency_id" column_invisible="1" />
<field name="partner_id" />
<field name="state" />
@@ -29,133 +29,145 @@
</record>
<!-- Form -->
- <record model="ir.ui.view" id="financial_contract_guarantee_form_view">
+ <record model="ir.ui.view" id="financial_contract_guarantee_form">
<field name="name">financial.contract.guarantee.form</field>
<field name="model">financial.contract.guarantee</field>
- <field
- name="inherit_id"
- ref="financial_contract.financial_contract_form_view"
- />
- <field name="mode">primary</field>
<field name="arch" type="xml">
- <xpath expr="//field[@name='amount']" position="attributes">
- <attribute name="invisible">1</attribute>
- </xpath>
- <xpath expr="//field[@name='company_id']" position="after">
- <field name="product_id" />
- </xpath>
-
- <xpath expr="//group[@name='contract_data']" position="inside">
- <field name="external_loan_id" options="{'no_create': 1}" />
- <field name="guarantee_rate" widget="percentage" />
- <field name="fmg_amount" />
- <field name="social_share_amount" />
- <field name="social_share_number" />
- <field name="is_counter_guarantee" />
- <field
- name="counter_guarantee_rate"
- widget="percentage"
- invisible="not is_counter_guarantee"
- required="is_counter_guarantee"
- />
- <field
- name="counter_guarantee_partner_id"
- widget="percent"
- invisible="not is_counter_guarantee"
- options="{'no_create': 1}"
- required="is_counter_guarantee"
- />
- </xpath>
- <xpath expr="//group[@name='contract_data']" position="after">
- <group name="loan_data" string="Données du prêt lié">
- <field name="payment_date" />
- <field name="amount_initial" />
- <field name="amount_received" />
- <field name="remaining_capital" />
- </group>
- <group name="invoice_data" string="Commissions">
- <field name="commission_amount" />
- </group>
- </xpath>
- <xpath expr="//page[@name='comment']" position="before">
- <!-- lignes de crédit -->
- <page
- name="lines"
- string="État du crédit"
- invisible="state in ['init', 'offer', 'cancel']"
- >
- <field
- name="line_ids"
- readonly="1"
- context="{'list_view_ref': 'financial_contract_guarantee.financial_contract_guarantee_line_light_tree_view'}"
- />
- </page>
- <page name="suspensive_condition" string="Conditions suspensives">
- <field
- name="suspensive_condition_ids"
- context="{'default_contract_id': id}"
- readonly="state in ['contract', 'done', 'cancel']"
- >
- <list editable="top">
- <field name="contract_id" invisible="1" />
- <field name="condition_id" />
- <field name="condition_comment" />
- <field name="comment" />
- <field name="date_done" />
- </list>
- </field>
- </page>
- <page name="company_data" string="Notation">
+ <form>
+ <header>
+ <field name="state" widget="statusbar" options="{'clickable': '1'}" />
+ </header>
+ <sheet>
<group>
- <group>
- <field name="segment_code" />
- <field name="branch_code" />
+ <group name="customer" string="Coopérative">
+ <field name="partner_id" />
+ <field name="ur_id" />
+ <field name="siren" />
+ <field name="member_number" />
+ <field name="is_old_associate" />
</group>
- <group>
- <field name="bdf_scoring" />
- <field name="bdf_date" />
- <field name="mcdo_scoring" />
- <field name="mcdo_date" />
+ <group name="contract" string="contrat">
+ <field name="number"/>
+ <field name="product_id" />
+ <field name="amount_initial" />
+ <field name="guarantee_rate" widget="percentage" />
+ <field name="fmg_amount" />
+ <field name="social_share_amount" />
+ <field name="social_share_number" />
+ <field name="is_counter_guarantee" />
+ <field
+ name="counter_guarantee_rate"
+ widget="percentage"
+ invisible="not is_counter_guarantee"
+ required="is_counter_guarantee"
+ />
+ <field
+ name="counter_guarantee_partner_id"
+ widget="percent"
+ invisible="not is_counter_guarantee"
+ options="{'no_create': 1}"
+ required="is_counter_guarantee"
+ />
</group>
- </group>
- </page>
- <page
- name="Commissions"
- string="Commissions"
- invisible="state in ['init', 'offer', 'cancel']"
- >
- </page>
- <page
- name="fmg"
- string="FMG"
- invisible="state in ['init', 'offer', 'cancel']"
- >
- <field name="fmg_ids">
- <list create="0" edit="0" delete="0">
- <field name="date" />
- <field name="amount" />
- </list>
- </field>
- </page>
- <page
- name="social_share"
- string="Parts Sociales"
- invisible="state in ['init', 'offer', 'cancel']"
- >
- <field name="social_share_ids">
- <list create="0" edit="0" delete="0">
+ <group name="loan" string="Prêt">
+ <field name="external_loan_id" options="{'no_create': 1}" />
<field name="payment_date" />
- <field name="share_number" />
- <field name="share_unit_price" />
- <field name="share_action" />
- <field name="share_total_amount" />
- </list>
- </field>
- </page>
- </xpath>
- <xpath expr="//sheet" position="after">
+ <field name="amount_initial" />
+ <field name="amount_received" />
+ <field name="remaining_capital" />
+ </group>
+ <group name="invoice_data" string="Commissions">
+ <field name="commission_amount" />
+ </group>
+ </group>
+ <notebook>
+ <!-- lignes de crédit -->
+ <page
+ name="lines"
+ string="État du crédit"
+ invisible="state in ['init', 'offer', 'cancel']"
+ >
+ <field
+ name="line_ids"
+ readonly="1"
+ context="{'list_view_ref': 'financial_contract_guarantee.financial_contract_guarantee_line_light_tree_view'}"
+ />
+ </page>
+ <!-- conditions suspensives -->
+ <page name="suspensive_condition" string="Conditions suspensives">
+ <field
+ name="suspensive_condition_ids"
+ context="{'default_contract_id': id}"
+ readonly="state in ['contract', 'done', 'cancel']"
+ >
+ <list editable="top">
+ <field name="contract_id" column_invisible="1" />
+ <field name="condition_id" />
+ <field name="condition_comment" />
+ <field name="comment" />
+ <field name="date_done" />
+ </list>
+ </field>
+ </page>
+ <!-- notation -->
+ <page name="company_data" string="Notation">
+ <group>
+ <group>
+ <field name="segment_code" />
+ <field name="branch_code" />
+ </group>
+ <group>
+ <field name="bdf_scoring" />
+ <field name="bdf_date" />
+ <field name="mcdo_scoring" />
+ <field name="mcdo_date" />
+ </group>
+ </group>
+ </page>
+ <!-- commissions -->
+ <page
+ name="Commissions"
+ string="Commissions"
+ invisible="state in ['init', 'offer', 'cancel']"
+ >
+ </page>
+ <!-- fmg -->
+ <page
+ name="fmg"
+ string="FMG"
+ invisible="state in ['init', 'offer', 'cancel']"
+ >
+ <field name="fmg_ids">
+ <list create="0" edit="0" delete="0">
+ <field name="date" />
+ <field name="amount" />
+ </list>
+ </field>
+ </page>
+ <!-- parts sociales -->
+ <page
+ name="social_share"
+ string="Parts Sociales"
+ invisible="state in ['init', 'offer', 'cancel']"
+ >
+ <field name="social_share_ids">
+ <list create="0" edit="0" delete="0">
+ <field name="payment_date" />
+ <field name="share_number" />
+ <field name="share_unit_price" />
+ <field name="share_action" />
+ <field name="share_total_amount" />
+ </list>
+ </field>
+ </page>
+ <!-- description -->
+ <page name="comment" string="Description">
+ <field name="comment"/>
+ </page>
+ </notebook>
+ </sheet>
<chatter />
- </xpath>
+ </form>
</field>
</record>
@@ -187,6 +199,6 @@
<field name="view_mode">list,form,pivot,graph</field>
<field
name="context"
- >{'search_default_contract': 1, 'search_default_proposal': 1, }</field>
+ >{'search_default_notified': 1, 'search_default_signed': 1, 'search_default_paid': 1, 'search_default_litigation': 1, }</field>
</record>
</odoo>
--
GitLab