[IMP] product_contract: Add posibility to compute date_start of line …

…using confirmation date_start

With these changes, we allow the contract line start date to be computed
using the order confirmation date. When the product is configured with
any of the options set in contract_start_date_method other than manual,
the start date will be calculated based on the established date and the
selected period.

Additionally, we can force the month in which we will work in case the
frequency is yearly, quarterly, or semesterly.

Is not added support for daily, weekly or monthlylastday in this commit.

product_contract/README.rst

@@ -52,6 +52,12 @@ To use this module, you need to:
    product
 3. Define default recurrence rules
 
+Known issues / Roadmap
+======================
+
+-  There's no support right now for computing the start date for the
+   following recurrent types: daily, weekly and monthlylastday.
+
 Bug Tracker
 ===========
 
@@ -80,6 +86,7 @@ Contributors
 
    -  Ernesto Tejeda
    -  Pedro M. Baeza
+   -  Carlos Roca
 
 -  David Jaen <[email protected]>
 

product_contract/models/product_template.py

@@ -61,6 +61,73 @@ class ProductTemplate(models.Model):
         string="Renewal type",
         help="Specify Interval for automatic renewal.",
     )
+    contract_start_date_method = fields.Selection(
+        [
+            ("manual", "Manual"),
+            ("start_this", "Start of current period"),
+            ("end_this", "End of current period"),
+            ("start_next", "Start of next period"),
+            ("end_next", "End of next period"),
+        ],
+        "Start Date Method",
+        default="manual",
+        help="""This field allows to define how the start date of the contract will
+        be calculated:
+
+        - Manual: The start date will be selected by the user, by default will be the
+        date of sale confirmation.
+        - Start of current period: The start date will be the first day of the actual
+        period selected on 'Invoicing Every' field. Example: If we are on 2024/08/27
+        and the period selected is 'Year(s)' the start date will be 2024/01/01.
+        - End of current period: The start date will be the last day of the actual
+        period selected on 'Invoicing Every' field. Example: If we are on 2024/08/27
+        and the period selected is 'Year(s)' the start date will be 2024/12/31.
+        - Start of next period: The start date will be the first day of the next
+        period selected on 'Invoicing Every' field. Example: If we are on 2024/08/27
+        and the period selected is 'Year(s)' the start date will be 2025/01/01.
+        - End of next period: The start date will be the last day of the actual
+        period selected on 'Invoicing Every' field. Example: If we are on 2024/08/27
+        and the period selected is 'Year(s)' the start date will be 2025/12/31.
+        """,
+    )
+    force_month_yearly = fields.Selection(
+        [
+            ("1", "January"),
+            ("2", "February"),
+            ("3", "March"),
+            ("4", "April"),
+            ("5", "May"),
+            ("6", "June"),
+            ("7", "July"),
+            ("8", "August"),
+            ("9", "September"),
+            ("10", "October"),
+            ("11", "November"),
+            ("12", "December"),
+        ],
+        "Force Month",
+    )
+    force_month_quarterly = fields.Selection(
+        [
+            ("1", "First month"),
+            ("2", "Second month"),
+            ("3", "Third month"),
+        ],
+        "Force Month",
+        help="Force the month to be used inside the quarter",
+    )
+    force_month_semesterly = fields.Selection(
+        [
+            ("1", "First month"),
+            ("2", "Second month"),
+            ("3", "Third month"),
+            ("4", "Fourth month"),
+            ("5", "Fifth month"),
+            ("6", "Sixth month"),
+        ],
+        "Force Month",
+        help="Force the month to be used inside the semester",
+    )
 
     def write(self, vals):
         if "is_contract" in vals and vals["is_contract"] is False:

product_contract/models/sale_order.py

@@ -67,6 +67,7 @@ def action_create_contract(self):
             line_to_create_contract = rec.order_line.filtered(
                 lambda r: not r.contract_id and r.product_id.is_contract
             )
+            line_to_create_contract._set_contract_line_start_date()
             line_to_update_contract = rec.order_line.filtered(
                 lambda r: r.contract_id
                 and r.product_id.is_contract

product_contract/models/sale_order_line.py

@@ -7,6 +7,13 @@
 from odoo import _, api, fields, models
 from odoo.exceptions import ValidationError
 
+MONTH_NB_MAPPING = {
+    "monthly": 1,
+    "quarterly": 3,
+    "semesterly": 6,
+    "yearly": 12,
+}
+
 
 class SaleOrderLine(models.Model):
     _inherit = "sale.order.line"
@@ -22,26 +29,9 @@ class SaleOrderLine(models.Model):
         string="Contract Template",
         compute="_compute_contract_template_id",
     )
-    recurring_rule_type = fields.Selection(
-        [
-            ("daily", "Day(s)"),
-            ("weekly", "Week(s)"),
-            ("monthly", "Month(s)"),
-            ("monthlylastday", "Month(s) last day"),
-            ("quarterly", "Quarter(s)"),
-            ("semesterly", "Semester(s)"),
-            ("yearly", "Year(s)"),
-        ],
-        default="monthly",
-        string="Invoice Every",
-        copy=False,
-    )
+    recurring_rule_type = fields.Selection(related="product_id.recurring_rule_type")
     recurring_invoicing_type = fields.Selection(
-        [("pre-paid", "Pre-paid"), ("post-paid", "Post-paid")],
-        default="pre-paid",
-        string="Invoicing type",
-        help="Specify if process date is 'from' or 'to' invoicing date",
-        copy=False,
+        related="product_id.recurring_invoicing_type"
     )
     date_start = fields.Date()
     date_end = fields.Date()
@@ -81,6 +71,9 @@ class SaleOrderLine(models.Model):
         string="Renewal type",
         help="Specify Interval for automatic renewal.",
     )
+    contract_start_date_method = fields.Selection(
+        related="product_id.contract_start_date_method"
+    )
 
     @api.constrains("contract_id")
     def _check_contact_is_not_terminated(self):
@@ -109,33 +102,35 @@ def _get_auto_renew_rule_type(self):
 
     def _get_date_end(self):
         self.ensure_one()
-        contract_line_model = self.env["contract.line"]
-        date_end = (
-            self.date_start
-            + contract_line_model.get_relative_delta(
-                self._get_auto_renew_rule_type(),
-                int(self.product_uom_qty),
+        contract_start_date_method = self.product_id.contract_start_date_method
+        date_end = False
+        if contract_start_date_method == "manual":
+            contract_line_model = self.env["contract.line"]
+            date_end = (
+                self.date_start
+                + contract_line_model.get_relative_delta(
+                    self._get_auto_renew_rule_type(),
+                    int(self.product_uom_qty),
+                )
+                - relativedelta(days=1)
             )
-            - relativedelta(days=1)
-        )
         return date_end
 
     @api.depends("product_id")
     def _compute_auto_renew(self):
         for rec in self:
             if rec.product_id.is_contract:
                 rec.product_uom_qty = rec.product_id.default_qty
-                rec.recurring_rule_type = rec.product_id.recurring_rule_type
-                rec.recurring_invoicing_type = rec.product_id.recurring_invoicing_type
-                rec.date_start = rec.date_start or fields.Date.today()
-
+                contract_start_date_method = rec.product_id.contract_start_date_method
+                if contract_start_date_method == "manual":
+                    rec.date_start = rec.date_start or fields.Date.today()
                 rec.date_end = rec._get_date_end()
                 rec.is_auto_renew = rec.product_id.is_auto_renew
                 if rec.is_auto_renew:
                     rec.auto_renew_interval = rec.product_id.auto_renew_interval
                     rec.auto_renew_rule_type = rec.product_id.auto_renew_rule_type
 
-    @api.onchange("date_start", "product_uom_qty", "recurring_rule_type")
+    @api.onchange("date_start", "product_uom_qty")
     def onchange_date_start(self):
         for rec in self.filtered("product_id.is_contract"):
             rec.date_end = rec._get_date_end() if rec.date_start else False
@@ -171,7 +166,7 @@ def _prepare_contract_line_values(
         return {
             "sequence": self.sequence,
             "product_id": self.product_id.id,
-            "name": self.name,
+            "name": self.name.split(":\n")[0],
             "quantity": self._get_contract_line_qty(),
             "uom_id": self.product_uom.id,
             "price_unit": self.price_unit,
@@ -269,3 +264,107 @@ def _compute_qty_to_invoice(self):
         res = super()._compute_qty_to_invoice()
         self.filtered("product_id.is_contract").update({"qty_to_invoice": 0.0})
         return res
+
+    def _set_contract_line_start_date(self):
+        """Set date start of lines using it's method and the confirmation date."""
+        for line in self:
+            if (
+                line.contract_start_date_method == "manual"
+                or line.recurring_rule_type in ["daily", "weekly", "monthlylastday"]
+            ):
+                continue
+            is_end = "end_" in line.contract_start_date_method
+            today = fields.Date.today()
+            month_period = month = today.month
+            month_nb = MONTH_NB_MAPPING[line.recurring_rule_type]
+            # The period number is started by 0 to be able to calculate the month
+            period_number = (month - 1) // month_nb
+            if line.recurring_rule_type == "yearly":
+                month_period = 1
+            elif line.recurring_rule_type != "monthly":
+                # Checking quarterly and semesterly
+                month_period = period_number * month_nb + 1
+            forced_month = 0
+            if line.recurring_rule_type != "monthly":
+                forced_value = int(
+                    line.product_id["force_month_%s" % line.recurring_rule_type]
+                )
+                if forced_value:
+                    # When the selected period is yearly, the period_number field is
+                    # 0, so forced_month will take the value of the forced month set
+                    # on product.
+                    forced_month = month_nb * period_number + forced_value
+            # If forced_month is set, use it, but if it isn't use the month_period
+            start_date = today + relativedelta(
+                day=1, month=forced_month or month_period
+            )
+            if is_end:
+                increment = month_nb - 1 if not forced_month else 0
+                start_date = start_date + relativedelta(months=increment, day=31)
+            if "_next" in line.contract_start_date_method and start_date <= today:
+                start_date = start_date + relativedelta(months=month_nb)
+                if is_end:
+                    start_date = start_date + relativedelta(day=31)
+            line.date_start = start_date
+
+    @api.depends("product_id")
+    def _compute_name(self):
+        res = super()._compute_name()
+        for line in self:
+            if line.is_contract:
+                date_text = ""
+                if line.contract_start_date_method == "manual":
+                    date_text = "%s" % line.date_start
+                    if line.date_end:
+                        date_text += " -> %s" % line.date_end
+                else:
+                    field_info = dict(
+                        line._fields["contract_start_date_method"].get_description(
+                            self.env
+                        )
+                    )
+                    field_selection = dict(field_info.get("selection"))
+                    start_method_label = field_selection.get(
+                        line.contract_start_date_method
+                    )
+                    date_text = "%s" % start_method_label
+                    if (
+                        line.recurring_rule_type != "monthly"
+                        and line.product_id["force_month_%s" % line.recurring_rule_type]
+                    ):
+                        field_info = dict(
+                            self.env["product.template"]
+                            ._fields["force_month_%s" % line.recurring_rule_type]
+                            .get_description(self.env)
+                        )
+                        field_selection = dict(field_info.get("selection"))
+                        force_month_label = field_selection.get(
+                            line.product_id["force_month_%s" % line.recurring_rule_type]
+                        )
+                        date_text += " (%s)" % force_month_label
+                field_info = dict(
+                    self._fields["recurring_rule_type"].get_description(self.env)
+                )
+                field_selection = dict(field_info.get("selection"))
+                recurring_rule_label = field_selection.get(line.recurring_rule_type)
+                field_info = dict(
+                    self._fields["recurring_invoicing_type"].get_description(self.env)
+                )
+                field_selection = dict(field_info.get("selection"))
+                invoicing_type_label = field_selection.get(
+                    line.recurring_invoicing_type
+                )
+                line.name = _(
+                    """{product}:
+    - Recurrency: {recurring_rule}
+    - Invoicing Type: {invoicing_type}
+    - Date: {date_text}
+                """
+                ).format(
+                    product=line.product_id.display_name,
+                    recurring_rule=recurring_rule_label,
+                    invoicing_type=invoicing_type_label,
+                    date_text=date_text,
+                )
+
+        return res

product_contract/readme/CONTRIBUTORS.md

@@ -3,4 +3,5 @@
 - [Tecnativa](https://www.tecnativa.com):
   - Ernesto Tejeda
   - Pedro M. Baeza
+  - Carlos Roca
 - David Jaen \<<[email protected]>\>

product_contract/readme/ROADMAP.md

@@ -0,0 +1,2 @@
+- There's no support right now for computing the start date for the
+  following recurrent types: daily, weekly and monthlylastday.