diff --git a/README.md b/README.md
index 45e0ef9631c3111bf7df6ba65b941ffd1ff78228..6b30e4c0a556ecfe38df4857037f6e1d8727015f 100644
--- a/README.md
+++ b/README.md
@@ -1,8 +1,7 @@
-# Financial - Deal Flow
+# Financial - Guarantee Contract
## Description
-Ce module ajoute la gestion du deal flow des outils financiers
-
+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:
diff --git a/__manifest__.py b/__manifest__.py
index 008001abf09bb5dda71a54ed8520602fbbf30425..e91974ab101e9216796585f42f598fb0a1a164a6 100644
--- a/__manifest__.py
+++ b/__manifest__.py
@@ -1,6 +1,6 @@
{
- "name": "Financial - Contract",
- "summary": "Gestion des contrats des outils financiers",
+ "name": "Financial - Guarantee Contract",
+ "summary": "Gestion des contrats de garantie des outils financiers",
"author": "Le Filament, Odoo Community Association (OCA)",
"website": "https://le-filament.com",
"version": "16.0.1.0.0",
@@ -14,6 +14,9 @@
# datas
# views
"views/financial_contract_guarantee.xml",
+ "views/financial_contract_guarantee_line.xml",
+ "views/financial_product_template_guarantee.xml",
+ "views/res_partner.xml",
# views menu
"views/menus.xml",
# wizard
diff --git a/models/__init__.py b/models/__init__.py
index 4bc2b148c2d887deef82e80d09f5069ee0d29747..1de888b9b2d7a742922073923889da5c61cbbcb5 100644
--- a/models/__init__.py
+++ b/models/__init__.py
@@ -1,3 +1,7 @@
-from . import financial_contract
from . import financial_contract_guarantee
-# from . import financial_product_template_guarantee
+from . import financial_contract_guarantee_line
+from . import financial_contract_guarantee_suspensive_condition
+from . import financial_product_guarantee_suspensive_condition
+from . import financial_product_template_guarantee
+from . import res_company
+from . import res_partner
diff --git a/models/financial_contract.py b/models/financial_contract.py
deleted file mode 100644
index f717a7e21b33a91a2375fd16d9bec2f41b1c92d8..0000000000000000000000000000000000000000
--- a/models/financial_contract.py
+++ /dev/null
@@ -1,23 +0,0 @@
-# © 2019 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
-
-
-class FinancialContract(models.Model):
- _inherit = "financial.contract"
-
- tool = fields.Selection(
- selection_add=[
- ("financial.contract.guarantee", "Prêt"),
- ],
- ondelete={"financial.contract.guarantee": "cascade"},
- )
-
- # ------------------------------------------------------
- # Computed fields / Search Fields
- # ------------------------------------------------------
-
- # ------------------------------------------------------
- # CRUD (Override ORM)
- # ------------------------------------------------------
diff --git a/models/financial_contract_guarantee.py b/models/financial_contract_guarantee.py
index 2e0dd0e297298b34dc73cb3619ed48dcab5ece43..0353ebdeb338bfa66ced525f1ab6f3f8402f6bc8 100644
--- a/models/financial_contract_guarantee.py
+++ b/models/financial_contract_guarantee.py
@@ -1,16 +1,16 @@
# © 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 Command, api, fields, models
class FinancialContractGuarantee(models.Model):
_name = "financial.contract.guarantee"
_inherit = [
+ "financial.contract",
"mail.thread",
"mail.activity.mixin",
]
- _inherits = {"financial.contract": "contract_id"}
_description = "Financial contract guarantee"
_check_company_auto = True
_rec_names_search = [
@@ -21,21 +21,88 @@ class FinancialContractGuarantee(models.Model):
]
_order = "create_date desc"
+ product_id = fields.Many2one(
+ comodel_name="financial.product.template.guarantee",
+ string="Gamme",
+ required=True,
+ )
+ suspensive_condition_ids = fields.One2many(
+ comodel_name="financial.contract.guarantee.suspensive.condition",
+ inverse_name="contract_id",
+ compute="_compute_suspensive_condition_ids",
+ store=True,
+ readonly=False,
+ )
+ # TODO: voir pour la gestion de ce champ avec le module contract external
external_loan_id = fields.Many2one(
- comodel_name="financial.contract",
+ comodel_name="financial.contract.external",
string="Prêt lié",
- domain="[('partner_id', '=', partner_id), ('type', '=', 'loan'), "
- "('deal_type', '=', 'external')]",
- financial_tool_type="guarantee",
+ domain="[('partner_id', '=', partner_id), ('tool', '=', 'loan')]",
+ )
+ loan_contract_number = fields.Char(
+ string="Numéro de contrat de prêt",
+ related="external_loan_id.number",
+ store=True,
)
- guarantee_rate = fields.Float("Quotité garantie", tracking=1)
+
is_counter_guarantee = fields.Boolean("Contre Garantie", default=False)
- bdf_scoring = fields.Char("Cotations BDF")
- loan_balance = fields.Monetary("Solde créance")
- guarantee_balance = fields.Monetary("Solde Garantie")
fmg_amount = fields.Monetary("Montant FMG")
social_share_amount = fields.Monetary("Montant parts sociales")
- final_risk_guarantee = fields.Monetary("Garantie risque final", tracking=1)
+ final_risk_guarantee = fields.Monetary(
+ string="Garantie risque final",
+ compute="_compute_final_risk_guarantee",
+ store=True,
+ tracking=1,
+ )
+
+ line_ids = fields.One2many(
+ comodel_name="financial.contract.guarantee.line",
+ inverse_name="guarantee_id",
+ string="Lignes de solde",
+ )
+
+ # loan_balance = fields.Monetary(
+ # string="Solde créance",
+ # compute="_compute_balance",
+ # store=True,
+ # tracking=2,
+ # )
+ # guarantee_balance = fields.Monetary(
+ # string="Solde Garantie",
+ # compute="_compute_balance",
+ # store=True,
+ # tracking=2,
+ # )
+
+ # Loan Data
+ payment_date = fields.Date("Date de versement")
+ amount_initial = fields.Monetary("Montant initial")
+ amount_received = fields.Monetary("Montant reçu")
+ end_date = fields.Date("Date de fin de prêt")
+ remaining_capital = fields.Monetary("Capital restant dû")
+ loan_duration = fields.Integer("Durée du crédit")
+ guarantee_rate = fields.Float("Quotité garantie")
+ guarantee_amount = fields.Monetary("En cours garanti")
+ # Company Data
+ segment_code = fields.Char("Code Segment")
+ bdf_scoring = fields.Char(
+ string="Cotation BDF",
+ compute="_compute_guarantee_data",
+ store=True,
+ readonly=False,
+ tracking=2,
+ )
+ bdf_date = fields.Char("Date Cotation BDF")
+ mcdo_scoring = fields.Char("Cotation MacDonough")
+ mcdo_date = fields.Date("Date Cotation MacDonough")
+ branch_code = fields.Char("Code branche")
+
+ # Invoice Data
+ commission_amount = fields.Monetary(
+ string="Montant de commission",
+ compute="_compute_commission_amount",
+ store=True,
+ )
# ------------------------------------------------------
# Constrains functions
@@ -44,6 +111,60 @@ class FinancialContractGuarantee(models.Model):
# ------------------------------------------------------
# Computed fields / Search Fields
# ------------------------------------------------------
+ @api.depends(
+ "line_ids",
+ "line_ids.bdf_scoring",
+ )
+ def _compute_guarantee_data(self):
+ for guarantee in self:
+ last_line = guarantee.line_ids.sorted("line_date desc")
+ guarantee.update({"bdf_scoring": last_line.bdf_scoring})
+
+ @api.depends(
+ "line_ids",
+ "line_ids.commission_amount",
+ )
+ def _compute_guarantee_data(self):
+ for guarantee in self:
+ guarantee.commission_amount = sum(
+ guarantee.line_ids.mapped("commission_amount")
+ )
+
+ # @api.depends()
+ # def _compute_balance(self):
+ # for guarantee in self:
+ # guarantee.loan_balance = 0
+ # guarantee.guarantee_balance = 0
+
+ @api.depends()
+ def _compute_final_risk_guarantee(self):
+ for guarantee in self:
+ guarantee.final_risk_guarantee = 0
+
+ @api.depends("product_id")
+ def _compute_suspensive_condition_ids(self):
+ for contract in self:
+ condition_to_create = []
+ if contract.product_id:
+ for condition in self.product_id.suspensive_condition_ids:
+ condition_to_create.append(
+ Command.create(
+ {
+ "condition_id": condition.id,
+ "condition_comment": condition.condition_comment,
+ },
+ )
+ )
+ if condition_to_create:
+ contract.suspensive_condition_ids.unlink()
+ contract.suspensive_condition_ids = condition_to_create
+
+ # ------------------------------------------------------
+ # Onchange
+ # ------------------------------------------------------
+ @api.onchange("product_id")
+ def _onchange_product_id(self):
+ self._set_product_values()
# ------------------------------------------------------
# Actions
@@ -52,3 +173,10 @@ class FinancialContractGuarantee(models.Model):
# ------------------------------------------------------
# CRUD (Override ORM)
# ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Business functions
+ # ------------------------------------------------------
+ def _set_product_values(self):
+ if self.product_id:
+ self.guarantee_rate = self.product_id.guarantee_rate
diff --git a/models/financial_contract_guarantee_line.py b/models/financial_contract_guarantee_line.py
new file mode 100644
index 0000000000000000000000000000000000000000..5ec0d82dbca53bdf102875618834cfed584d3fa7
--- /dev/null
+++ b/models/financial_contract_guarantee_line.py
@@ -0,0 +1,77 @@
+# © 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
+
+
+class FinancialContractGuaranteeLine(models.Model):
+ _name = "financial.contract.guarantee.line"
+ _description = "Financial contract guarantee line"
+ _check_company_auto = True
+ _rec_names_search = [
+ "partner_id.name",
+ "partner_id.member_number",
+ ]
+ _order = "line_date desc"
+
+ guarantee_id = fields.Many2one(
+ comodel_name="financial.contract.guarantee",
+ string="Contrat de garantie",
+ required=True,
+ index=True,
+ )
+ partner_id = fields.Many2one(
+ comodel_name="res.partner",
+ related="guarantee_id.partner_id",
+ string="Contact",
+ store=True,
+ index=True,
+ )
+ company_id = fields.Many2one(
+ comodel_name="res.company",
+ related="guarantee_id.company_id",
+ string="Société",
+ store=True,
+ index=True,
+ )
+ currency_id = fields.Many2one(
+ comodel_name="res.currency",
+ related="guarantee_id.currency_id",
+ )
+ # Loan Data
+ line_date = fields.Date("Date en cours")
+ payment_date = fields.Date("Date de versement")
+ amount_initial = fields.Monetary("Montant initial")
+ amount_received = fields.Monetary("Montant reçu")
+ end_date = fields.Date("Date de fin de prêt")
+ remaining_capital = fields.Monetary("Capital restant dû")
+ loan_duration = fields.Integer("Durée du crédit")
+ guarantee_rate = fields.Float("Quotité garantie")
+ guarantee_amount = fields.Monetary("En cours garanti")
+ # Company Data
+ segment_code = fields.Char("Code Segment")
+ bdf_scoring = fields.Char("Cotation BDF")
+ bdf_date = fields.Char("Date Cotation BDF")
+ mcdo_scoring = fields.Char("Cotation MacDonough")
+ mcdo_date = fields.Date("Date Cotation MacDonough")
+ branch_code = fields.Char("Code branche")
+ # Invoice Data
+ commission_rate = fields.Float("Taux de commission")
+ commission_amount = fields.Monetary("Montant de commission")
+ commission_date_due = fields.Date("Echeance de commission")
+
+ # ------------------------------------------------------
+ # Constrains functions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Computed fields / Search Fields
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # CRUD (Override ORM)
+ # ------------------------------------------------------
diff --git a/models/financial_contract_guarantee_suspensive_condition.py b/models/financial_contract_guarantee_suspensive_condition.py
new file mode 100644
index 0000000000000000000000000000000000000000..36a28f8ad65da5752910cb155d8339274577b232
--- /dev/null
+++ b/models/financial_contract_guarantee_suspensive_condition.py
@@ -0,0 +1,33 @@
+# © 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
+
+
+class FinancialContractGuaranteeSuspensiveCondition(models.Model):
+ _name = "financial.contract.guarantee.suspensive.condition"
+ _inherit = ["financial.contract.suspensive.condition"]
+ _description = "Financial contract suspensive condition"
+
+ contract_id = fields.Many2one(
+ comodel_name="financial.contract.guarantee",
+ string="Contrat",
+ required=True,
+ ondelete="cascade",
+ )
+
+ # ------------------------------------------------------
+ # Constrains functions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Computed fields / Search Fields
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # CRUD (Override ORM)
+ # ------------------------------------------------------
diff --git a/models/financial_product_guarantee_suspensive_condition.py b/models/financial_product_guarantee_suspensive_condition.py
new file mode 100644
index 0000000000000000000000000000000000000000..51c67d7a010e95a93314fd090a56e51df5931b63
--- /dev/null
+++ b/models/financial_product_guarantee_suspensive_condition.py
@@ -0,0 +1,33 @@
+# © 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
+
+
+class FinancialProductGuaranteeSuspensiveCondition(models.Model):
+ _name = "financial.product.guarantee.suspensive.condition"
+ _inherit = ["financial.product.suspensive.condition"]
+ _description = "Financial product guarantee suspensive condition"
+
+ product_id = fields.Many2one(
+ comodel_name="financial.product.template.guarantee",
+ string="Produit",
+ required=True,
+ ondelete="cascade",
+ )
+
+ # ------------------------------------------------------
+ # Constrains functions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Computed fields / Search Fields
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # CRUD (Override ORM)
+ # ------------------------------------------------------
diff --git a/models/financial_product_template_guarantee.py b/models/financial_product_template_guarantee.py
index 06494dbf5e55448ed96f71957c24f06347f72c1b..92c61e34a1e8dba6459b822ace98ffebe2fc7304 100644
--- a/models/financial_product_template_guarantee.py
+++ b/models/financial_product_template_guarantee.py
@@ -7,25 +7,19 @@ from odoo import fields, models
class FinancialProductTemplateGuarantee(models.Model):
_name = "financial.product.template.guarantee"
_inherit = [
+ "financial.product.template",
"mail.thread",
"mail.activity.mixin",
]
- _inherits = {"financial.product.template": "product_id"}
_description = "Financial product template guarantee"
- tool = fields.Selection(
- selection_add=[
- ("financial.contract.guarantee", "Garantie"),
- ],
- ondelete={"financial.contract.guarantee": "cascade"},
- )
- product_id = fields.Many2one(
- comodel_name="financial.product.template",
- string="Produit",
- required=True,
- index=True,
- ondelete="cascade",
+ guarantee_rate = fields.Float("Quotité garantie")
+ suspensive_condition_ids = fields.One2many(
+ comodel_name="financial.product.guarantee.suspensive.condition",
+ inverse_name="product_id",
+ string="Conditions suspensives",
)
+
# ------------------------------------------------------
# Constrains functions
# ------------------------------------------------------
diff --git a/models/res_company.py b/models/res_company.py
new file mode 100644
index 0000000000000000000000000000000000000000..55698fecda271da7f8c8cef545ceaeed5b373c7a
--- /dev/null
+++ b/models/res_company.py
@@ -0,0 +1,63 @@
+# Copyright 2023- Le Filament (https://le-filament.com)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html)
+
+from odoo import api, fields, models
+
+
+class ResCompany(models.Model):
+ _inherit = "res.company"
+
+ contract_guarantee_sequence_id = fields.Many2one("ir.sequence")
+
+ # ------------------------------------------------------
+ # Fields declaration
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # SQL Constraints
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Default methods
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Computed fields / Search Fields
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Onchange / Constraints
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # CRUD methods (ORM overrides)
+ # ------------------------------------------------------
+ @api.model_create_multi
+ def create(self, values):
+ """
+ Crée une séquence dédiée à la société
+ """
+ res = super().create(values)
+ for company in res:
+ company.contract_guarantee_sequence_id = self.env["ir.sequence"].create(
+ {
+ "name": f"Contrats Financiers : Garantie - {res.name}",
+ "company_id": res.id,
+ "number_next": 1,
+ "number_increment": 1,
+ "use_date_range": True,
+ "prefix": "G%(year)s%(month)s",
+ "padding": 4,
+ "implementation": "no_gap",
+ "code": f"financial.contract.guarantee.company_{res.id}",
+ }
+ )
+ return res
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Business methods
+ # ------------------------------------------------------
diff --git a/models/res_partner.py b/models/res_partner.py
new file mode 100644
index 0000000000000000000000000000000000000000..a53ea3a1426f278199846d4da8cd89e564abd71a
--- /dev/null
+++ b/models/res_partner.py
@@ -0,0 +1,63 @@
+# Copyright 2023- Le Filament (https://le-filament.com)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html)
+
+from odoo import fields, models
+
+
+class ResPartner(models.Model):
+ _inherit = "res.partner"
+
+ # ------------------------------------------------------
+ # Fields declaration
+ # ------------------------------------------------------
+ financial_contract_guarantee_ids = fields.One2many(
+ comodel_name="financial.contract.guarantee",
+ inverse_name="partner_id",
+ string="Contrats de garanties",
+ )
+ financial_contract_guarantee_count = fields.Integer(
+ compute="_compute_financial_contract_guarantee_count"
+ )
+
+ # ------------------------------------------------------
+ # SQL Constraints
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Default methods
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Computed fields / Search Fields
+ # ------------------------------------------------------
+ def _compute_financial_contract_guarantee_count(self):
+ for partner in self:
+ partner.financial_contract_guarantee_count = (
+ partner.financial_contract_guarantee_ids.__len__()
+ )
+
+ # ------------------------------------------------------
+ # Onchange / Constraints
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # CRUD methods (ORM overrides)
+ # ------------------------------------------------------
+
+ # ------------------------------------------------------
+ # Actions
+ # ------------------------------------------------------
+ def action_view_contract_guarantee(self):
+ self.ensure_one()
+ return {
+ "type": "ir.actions.act_window",
+ "name": "Contrats de garantie",
+ "res_model": "financial.contract.guarantee",
+ "view_mode": "tree,form",
+ "domain": [("partner_id", "=", self.id)],
+ "flags": {"mode": "readonly"},
+ }
+
+ # ------------------------------------------------------
+ # Business methods
+ # ------------------------------------------------------
diff --git a/security/ir.model.access.csv b/security/ir.model.access.csv
index ac9637ca65764862b4a599211bc5b953aa05601b..dd9292b556f93ab9bf6845a9e06a76180b12b7fc 100644
--- a/security/ir.model.access.csv
+++ b/security/ir.model.access.csv
@@ -1,2 +1,8 @@
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_financial_contract_guarantee,access_financial_contract_guarantee,model_financial_contract_guarantee,financial_contract.group_financial_user,1,1,1,1
+access_financial_contract_guarantee_line,access_financial_contract_guarantee_line,model_financial_contract_guarantee_line,financial_contract.group_financial_user,1,1,1,1
+access_financial_product_template_guarantee,access_financial_product_template_guarantee,model_financial_product_template_guarantee,financial_contract.group_financial_user,1,0,0,0
+access_financial_product_template_guarantee_admin,access_financial_product_template_guarantee,model_financial_product_template_guarantee,financial_contract.group_financial_admin,1,1,1,1
+access_financial_contract_guarantee_suspensive_condition,access_financial_contract_guarantee_suspensive_condition,model_financial_contract_guarantee_suspensive_condition,financial_contract.group_financial_user,1,1,1,1
+access_financial_product_guarantee_suspensive_condition,access_financial_product_guarantee_suspensive_condition,model_financial_product_guarantee_suspensive_condition,financial_contract.group_financial_user,1,0,0,0
+access_financial_product_guarantee_suspensive_condition_admin,access_financial_product_guarantee_suspensive_condition_admin,model_financial_product_guarantee_suspensive_condition,financial_contract.group_financial_admin,1,1,1,1
diff --git a/static/description/icon.png b/static/description/icon.png
old mode 100755
new mode 100644
index 82ef47760a441cf229b5009f0a18ccf3842fbfa5..2b426e06b3a8f298795f598a50bcb1ae195d1c30
Binary files a/static/description/icon.png and b/static/description/icon.png differ
diff --git a/views/financial_contract_guarantee.xml b/views/financial_contract_guarantee.xml
index 78d8e22607fddba3eac0e19f87c77c798a9ff67b..b37e019e834c6a1656c49d0c45cb38d577985cdc 100644
--- a/views/financial_contract_guarantee.xml
+++ b/views/financial_contract_guarantee.xml
@@ -5,23 +5,19 @@
<!-- Tree Guarantee -->
<record id="financial_contract_guarantee_tree_view" model="ir.ui.view">
<field name="name">financial.contract.guarantee.tree</field>
- <field name="model">financial.contract</field>
+ <field name="model">financial.contract.guarantee</field>
<field name="arch" type="xml">
<tree>
<field name="currency_id" invisible="1" />
- <field name="tool" invisible="1" />
<field name="partner_id" />
- <field name="product_id" />
<field name="state" />
<field name="expiration_date" />
<field name="amount" string="Montant" />
<field name="external_loan_id" />
<field name="fmg_amount" />
<field name="social_share_amount" />
- <field name="guarantee_rate" />
+ <field name="guarantee_rate" widget="percentage" />
<field name="is_counter_guarantee" />
- <field name="loan_balance" />
- <field name="guarantee_balance" />
<field name="final_risk_guarantee" />
<field name="payment_date" />
<field name="company_id" />
@@ -39,19 +35,55 @@
/>
<field name="mode">primary</field>
<field name="arch" type="xml">
- <xpath expr="//group" position="inside">
- <group>
- <field name="external_loan_id" />
- <field name="fmg_amount" />
- <field name="social_share_amount" />
- <field name="guarantee_rate" />
- <field name="is_counter_guarantee" />
- <field name="loan_balance" />
- <field name="guarantee_balance" />
- <field name="final_risk_guarantee" />
+ <xpath expr="//field[@name='amount']" position="attributes">
+ <attribute name="invisible">1</attribute>
+ </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="is_counter_guarantee" />
+ </xpath>
+ <xpath expr="//group[@name='contract_data']" position="after">
+<!-- <group name="guarantee" string="Données de la garantie">-->
+<!-- <field name="currency_id" invisible="1" />-->
+<!-- -->
+<!-- </group>-->
+
+ <group name="loan_data" string="Données du prêt lié">
<field name="payment_date" />
- <field name="company_id" />
+ <field name="amount_initial" />
+ <field name="amount_received" />
+ <field name="remaining_capital" />
+ </group>
+ <group name="company_data" string="Notation">
+ <field name="segment_code" />
+ <field name="branch_code" />
+ <field name="bdf_scoring" />
+ <field name="bdf_date" />
+ <field name="mcdo_scoring" />
+ <field name="mcdo_date" />
</group>
+ <group name="invoice_data" string="Commissions">
+ <field name="commission_amount" />
+ </group>
+ </xpath>
+ <xpath expr="//field[@name='comment']" position="after">
+ <separator string="Conditions suspensives" />
+ <field
+ name="suspensive_condition_ids"
+ context="{'default_contract_id': active_id}"
+ >
+ <tree editable="top">
+ <field name="contract_id" invisible="1" />
+ <field name="condition_id" />
+ <field name="condition_comment" />
+ <field name="comment" />
+ <field name="date_done" />
+ </tree>
+ </field>
</xpath>
</field>
</record>
@@ -64,9 +96,6 @@
<field name="name">Garanties</field>
<field name="res_model">financial.contract.guarantee</field>
<field name="view_mode">tree,form</field>
- <field
- name="domain"
- >[('state', 'in', ['proposal', 'contract', 'done', 'cancel'])]</field>
</record>
</odoo>
diff --git a/views/financial_contract_guarantee_line.xml b/views/financial_contract_guarantee_line.xml
new file mode 100644
index 0000000000000000000000000000000000000000..d9be051e2348228bfc5cf5846086642d78fbf75b
--- /dev/null
+++ b/views/financial_contract_guarantee_line.xml
@@ -0,0 +1,127 @@
+<?xml version="1.0" ?>
+<!-- Copyright 2024 Le Filament
+ License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+ <!-- Tree -->
+ <record id="financial_contract_guarantee_line_tree_view" model="ir.ui.view">
+ <field name="name">financial.contract.guarantee.line.tree</field>
+ <field name="model">financial.contract.guarantee.line</field>
+ <field name="arch" type="xml">
+ <tree>
+ <field name="currency_id" invisible="1" />
+ <field name="line_date" />
+ <field name="partner_id" />
+ <field name="guarantee_id" />
+ <field name="payment_date" />
+ <field name="amount_initial" optional="show" />
+ <field name="amount_received" optional="show" />
+ <field name="end_date" />
+ <field name="remaining_capital" />
+ <field name="loan_duration" />
+ <field name="guarantee_rate" widget="percentage" />
+ <field name="guarantee_amount" />
+ <field name="segment_code" optional="show" />
+ <field name="bdf_scoring" optional="show" />
+ <field name="bdf_date" optional="show" />
+ <field name="mcdo_scoring" optional="show" />
+ <field name="mcdo_date" optional="show" />
+ <field name="branch_code" optional="show" />
+ <field
+ name="commission_rate"
+ widget="percentage"
+ optional="show"
+ />
+ <field name="commission_amount" optional="show" />
+ <field name="commission_date_due" optional="show" />
+ </tree>
+ </field>
+ </record>
+
+ <record
+ id="financial_contract_guarantee_line_light_tree_view"
+ model="ir.ui.view"
+ >
+ <field name="name">financial.contract.guarantee.line.tree</field>
+ <field name="model">financial.contract.guarantee.line</field>
+ <field name="arch" type="xml">
+ <tree>
+ <field name="currency_id" invisible="1" />
+ <field name="line_date" />
+ <field name="partner_id" invisible="1" />
+ <field name="guarantee_id" invisible="1" />
+ <field name="payment_date" optional="hide" />
+ <field name="amount_initial" optional="show" />
+ <field name="amount_received" optional="show" />
+ <field name="end_date" />
+ <field name="remaining_capital" />
+ <field name="loan_duration" />
+ <field name="guarantee_rate" widget="percentage" />
+ <field name="guarantee_amount" />
+ <field name="segment_code" optional="hide" />
+ <field name="bdf_scoring" optional="hide" />
+ <field name="bdf_date" optional="hide" />
+ <field name="mcdo_scoring" optional="hide" />
+ <field name="mcdo_date" optional="hide" />
+ <field name="branch_code" optional="hide" />
+ <field
+ name="commission_rate"
+ widget="percentage"
+ optional="show"
+ />
+ <field name="commission_amount" optional="show" />
+ <field name="commission_date_due" optional="show" />
+ </tree>
+ </field>
+ </record>
+
+ <!-- Form -->
+ <record model="ir.ui.view" id="financial_contract_guarantee_line_form_view">
+ <field name="name">financial.contract.guarantee.line.form</field>
+ <field name="model">financial.contract.guarantee.line</field>
+ <field name="mode">primary</field>
+ <field name="arch" type="xml">
+ <form string="Guarantee Line">
+ <sheet>
+ <group>
+ <group name="guarantee" string="Contrat">
+ <field name="currency_id" invisible="1" />
+ <field name="line_date" />
+ <field
+ name="partner_id"
+ options="{'no_create': 1}"
+ />
+ <field
+ name="guarantee_id"
+ options="{'no_create': 1}"
+ />
+ </group>
+ <group name="loan_data" string="Données du prêt">
+ <field name="payment_date" />
+ <field name="amount_initial" />
+ <field name="amount_received" />
+ <field name="end_date" />
+ <field name="remaining_capital" />
+ <field name="loan_duration" />
+ <field name="guarantee_rate" widget="percentage" />
+ <field name="guarantee_amount" />
+ </group>
+ <group name="company_data" string="Notation">
+ <field name="segment_code" />
+ <field name="branch_code" />
+ <field name="bdf_scoring" />
+ <field name="bdf_date" />
+ <field name="mcdo_scoring" />
+ <field name="mcdo_date" />
+ </group>
+ <group name="invoice_data" string="Commissions">
+ <field name="commission_rate" widget="percentage" />
+ <field name="commission_amount" />
+ <field name="commission_date_due" />
+ </group>
+ </group>
+ </sheet>
+ </form>
+ </field>
+ </record>
+
+</odoo>
diff --git a/views/financial_product_template_guarantee.xml b/views/financial_product_template_guarantee.xml
new file mode 100644
index 0000000000000000000000000000000000000000..684974845b4b389458f46d8b0a48871d0d7c0be5
--- /dev/null
+++ b/views/financial_product_template_guarantee.xml
@@ -0,0 +1,97 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+ <!-- Tree -->
+ <record
+ id="financial_product_template_guarantee_tree_view"
+ model="ir.ui.view"
+ >
+ <field name="name">financial.product.template.guarantee.tree</field>
+ <field name="model">financial.product.template.guarantee</field>
+ <field
+ name="inherit_id"
+ ref="financial_contract.financial_product_template_tree_view"
+ />
+ <field name="mode">primary</field>
+ <field name="arch" type="xml">
+ <xpath expr="//tree" position="attributes">
+ <attribute name="create">1</attribute>
+ <attribute name="edit">1</attribute>
+ <attribute name="delete">1</attribute>
+ </xpath>
+ <xpath expr="//field[@name='category_id']" position="after">
+ <field name="guarantee_rate" widget="percentage" />
+ </xpath>
+ </field>
+ </record>
+
+ <!-- Form -->
+ <record
+ id="financial_product_template_guarantee_form_view"
+ model="ir.ui.view"
+ >
+ <field name="name">financial.product.template.guarantee.form</field>
+ <field name="model">financial.product.template.guarantee</field>
+ <field
+ name="inherit_id"
+ ref="financial_contract.financial_product_template_form_view"
+ />
+ <field name="mode">primary</field>
+ <field name="arch" type="xml">
+ <!-- Loan Fields -->
+ <xpath expr="//notebook" position="before">
+ <!-- Loan values -->
+ <group name="guarantee_data">
+ <group
+ string="Données du de la garantie"
+ name="guarantee_values"
+ >
+ <field
+ name="guarantee_rate"
+ widget="percentage"
+ required="1"
+ />
+ </group>
+ </group>
+ </xpath>
+ <!-- Suspensive conditions -->
+ <xpath expr="//page[@name='description']" position="before">
+ <page
+ string="Conditions suspensives"
+ name="suspensive_condition"
+ >
+ <field
+ name="suspensive_condition_ids"
+ context="{'default_product_id': active_id}"
+ >
+ <tree editable="top">
+ <field name="product_id" invisible="1" />
+ <field
+ name="condition_id"
+ options="{'no_create': 1, 'no_edit': 1}"
+ />
+ <field name="condition_comment" />
+ </tree>
+ </field>
+ </page>
+ </xpath>
+ <!-- Chatter -->
+ <xpath expr="//sheet" position="after">
+ <div class="oe_chatter">
+ <field name="message_follower_ids" />
+ <field name="message_ids" />
+ </div>
+ </xpath>
+ </field>
+ </record>
+
+ <!-- Action -->
+ <record
+ model="ir.actions.act_window"
+ id="financial_product_template_guarantee_action"
+ >
+ <field name="name">Garanties</field>
+ <field name="res_model">financial.product.template.guarantee</field>
+ <field name="view_mode">tree,form</field>
+ </record>
+
+</odoo>
diff --git a/views/menus.xml b/views/menus.xml
index 65baccc0e950f78e5396fdb2280a27c2bc1c1789..2e507a973312832a9ccf1c1d6b62ded26cd42d8d 100644
--- a/views/menus.xml
+++ b/views/menus.xml
@@ -4,9 +4,17 @@
<menuitem
id="menu_financial_contract_guarantee"
name="Garanties"
- parent="financial_contact.financial_contract_menu_root"
+ parent="financial_contract.financial_contract_menu_root"
action="financial_contract_guarantee_action"
sequence="40"
/>
+ <menuitem
+ id="menu_financial_product_template_guarantee"
+ name="Garanties"
+ parent="financial_contract.menu_financial_product_template"
+ action="financial_product_template_guarantee_action"
+ sequence="40"
+ />
+
</odoo>
diff --git a/views/res_partner.xml b/views/res_partner.xml
new file mode 100644
index 0000000000000000000000000000000000000000..c176314a6b39a0f075787f9c623d0bd81ada2ca4
--- /dev/null
+++ b/views/res_partner.xml
@@ -0,0 +1,37 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2023- Le Filament (https://le-filament.com)
+ License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+ <!-- Form View -->
+ <record id="res_partner_financial_contract_loan_form" model="ir.ui.view">
+ <field name="name">res.partner.financial.contract.loan.form</field>
+ <field name="model">res.partner</field>
+ <field name="inherit_id" ref="base.view_partner_form" />
+ <field name="arch" type="xml">
+ <xpath expr="//div[@name='button_box']" position="inside">
+ <button
+ name="action_view_contract_guarantee"
+ class="oe_stat_button"
+ icon="fa-file-text-o"
+ attrs="{'invisible': [('financial_contract_guarantee_count', '=', 0)]}"
+ type="object"
+ >
+ <field
+ name="financial_contract_guarantee_count"
+ widget="statinfo"
+ string="Contrat(s) de garantie"
+ />
+ </button>
+ </xpath>
+ <xpath expr="//notebook" position="inside">
+ <page name="guarantee_contracts" string="Contrats de garantie">
+ <field
+ name="financial_contract_guarantee_ids"
+ readonly="1"
+ />
+ </page>
+ </xpath>
+ </field>
+ </record>
+
+</odoo>