# Part of Odoo. See LICENSE file for full copyright and licensing details. from odoo import api, Command, fields, models, _ from odoo.exceptions import AccessError, UserError class SaleOrderLine(models.Model): _inherit = "sale.order.line" qty_delivered_method = fields.Selection(selection_add=[('milestones', 'Milestones')]) project_id = fields.Many2one( 'project.project', 'Generated Project', index=True, copy=False, export_string_translation=False) task_id = fields.Many2one( 'project.task', 'Generated Task', index=True, copy=False, export_string_translation=False) reached_milestones_ids = fields.One2many('project.milestone', 'sale_line_id', string='Reached Milestones', domain=[('is_reached', '=', True)], export_string_translation=False) def _get_product_from_sol_name_domain(self, product_name): return [ ('name', 'ilike', product_name), ('type', '=', 'service'), ('company_id', 'in', [False, self.env.company.id]), ] @api.model def default_get(self, fields): res = super().default_get(fields) if self.env.context.get('form_view_ref') == 'sale_project.sale_order_line_view_form_editable': default_values = { 'name': _("New Sales Order Item"), } # If we can't add order lines to the default order, discard it if 'order_id' in res: try: self.env['sale.order'].browse(res['order_id']).check_access('write') except AccessError: del res['order_id'] if 'order_id' in fields and not res.get('order_id'): assert (partner_id := self.env.context.get('default_partner_id')) project_id = self.env.context.get('link_to_project') sale_order = None so_create_values = { 'partner_id': partner_id, 'company_id': self.env.context.get('default_company_id') or self.env.company.id, } if project_id: try: project_so = self.env['project.project'].browse(project_id).sale_order_id project_so.check_access('write') sale_order = project_so or self.env['sale.order'].search([('project_id', '=', project_id)], limit=1) except AccessError: pass if not sale_order: so_create_values['project_ids'] = [Command.link(project_id)] if not sale_order: sale_order = self.env['sale.order'].create(so_create_values) default_values['order_id'] = sale_order.id return {**res, **default_values} return res @api.depends('product_id.type') def _compute_product_updatable(self): super()._compute_product_updatable() for line in self: if line.product_id.type == 'service' and line.state == 'sale': line.product_updatable = False @api.depends('product_id') def _compute_qty_delivered_method(self): milestones_lines = self.filtered(lambda sol: not sol.is_expense and sol.product_id.type == 'service' and sol.product_id.service_type == 'milestones' ) milestones_lines.qty_delivered_method = 'milestones' super(SaleOrderLine, self - milestones_lines)._compute_qty_delivered_method() @api.depends('product_uom_qty', 'reached_milestones_ids.quantity_percentage') def _compute_qty_delivered(self): super()._compute_qty_delivered() def _prepare_qty_delivered(self): lines_by_milestones = self.filtered(lambda sol: sol.qty_delivered_method == 'milestones') delivered_qties = super(SaleOrderLine, self - lines_by_milestones)._prepare_qty_delivered() if not lines_by_milestones: return delivered_qties project_milestone_read_group = self.env['project.milestone']._read_group( [('sale_line_id', 'in', lines_by_milestones.ids), ('is_reached', '=', True)], ['sale_line_id'], ['quantity_percentage:sum'], ) reached_milestones_per_sol = {sale_line.id: percentage_sum for sale_line, percentage_sum in project_milestone_read_group} for line in lines_by_milestones: sol_id = line.id or line._origin.id delivered_qties[line] = reached_milestones_per_sol.get(sol_id, 0.0) * line.product_uom_qty return delivered_qties @api.depends('order_id.partner_id', 'product_id', 'order_id.project_id') def _compute_analytic_distribution(self): ctx_project = self.env['project.project'].browse(self.env.context.get('project_id')) project_lines = self.filtered(lambda l: not l.display_type and (ctx_project or l.product_id.with_company(l.company_id).project_id or l.order_id.project_id)) empty_project_lines = project_lines.filtered(lambda l: not l.analytic_distribution) super(SaleOrderLine, (self - project_lines) + empty_project_lines)._compute_analytic_distribution() for line in project_lines: project = ctx_project or line.product_id.with_company(line.company_id).project_id or line.order_id.project_id if line.analytic_distribution: applied_root_plans = self.env['account.analytic.account'].browse( list({int(account_id) for ids in line.analytic_distribution for account_id in ids.split(",")}) ).exists().root_plan_id if accounts_to_add := project._get_analytic_accounts().filtered( lambda account: account.root_plan_id not in applied_root_plans ): # project account is added to each analytic distribution line line.analytic_distribution = { f"{account_ids},{','.join(map(str, accounts_to_add.ids))}": percentage for account_ids, percentage in line.analytic_distribution.items() } else: line.analytic_distribution = project._get_analytic_distribution() @api.model_create_multi def create(self, vals_list): lines = super().create(vals_list) # Do not generate task/project when expense SO line, but allow # generate task with hours=0. confirmed_lines = lines.filtered(lambda sol: sol.state == 'sale' and not sol.is_expense) # We track the lines that already generated a task, so we know we won't have to post a message for them after calling the generation service has_task_lines = confirmed_lines.filtered('task_id') confirmed_lines.sudo()._timesheet_service_generation() # if the SO line created a task, post a message on the order for line in confirmed_lines - has_task_lines: if line.task_id: msg_body = _("Task Created (%(name)s): %(link)s", name=line.product_id.name, link=line.task_id._get_html_link()) line.order_id.message_post(body=msg_body) # Set a service SOL on the project, if any is given if project_id := self.env.context.get('link_to_project'): assert (service_line := next((line for line in lines if line.is_service), False)) project = self.env['project.project'].browse(project_id) if not project.sale_line_id: project.sale_line_id = service_line if not project.reinvoiced_sale_order_id: project.reinvoiced_sale_order_id = service_line.order_id return lines def write(self, vals): sols_with_no_qty_ordered = self.env['sale.order.line'] if 'product_uom_qty' in vals and vals.get('product_uom_qty') > 0: sols_with_no_qty_ordered = self.filtered(lambda sol: sol.product_uom_qty == 0) result = super().write(vals) # changing the ordered quantity should change the allocated hours on the # task, whatever the SO state. It will be blocked by the super in case # of a locked sale order. if vals.get('product_uom_qty') and sols_with_no_qty_ordered: sols_with_no_qty_ordered.filtered(lambda l: l.is_service and l.state == 'sale' and not l.is_expense)._timesheet_service_generation() if 'product_uom_qty' in vals and not self.env.context.get('no_update_allocated_hours', False): for line in self: if line.task_id and line.product_id.type == 'service': allocated_hours = line._convert_qty_company_hours(line.task_id.company_id or self.env.user.company_id) line.task_id.write({'allocated_hours': allocated_hours}) return result def copy_data(self, default=None): data = super().copy_data(default) for origin, datum in zip(self, data): if origin.analytic_distribution == origin.order_id.project_id.sudo()._get_analytic_distribution(): datum['analytic_distribution'] = False return data ########################################### # Service : Project and task generation ########################################### def _convert_qty_company_hours(self, dest_company): return self.product_uom_qty def _timesheet_create_project_prepare_values(self): """Generate project values""" # create the project or duplicate one return { 'name': '%s - %s' % (self.order_id.client_order_ref, self.order_id.name) if self.order_id.client_order_ref else self.order_id.name, 'account_id': self.env.context.get('project_account_id') or self.order_id.project_account_id.id or self.env['account.analytic.account'].create(self.order_id._prepare_analytic_account_data()).id, 'partner_id': self.order_id.partner_id.id, 'sale_line_id': self.id, 'active': True, 'company_id': self.company_id.id, 'allow_billable': True, 'user_id': self.product_id.project_template_id.user_id.id, } def _timesheet_create_project(self): """ Generate project for the given so line, and link it. :param project: record of project.project in which the task should be created :return: record of the created project """ self.ensure_one() values = self._timesheet_create_project_prepare_values() project_template = self.product_id.project_template_id if project_template: values['name'] = "%s - %s" % (values['name'], project_template.name) if project_template.is_template: project = project_template.action_create_from_template(values) else: project = project_template.copy(values) project.tasks.write({ 'sale_line_id': self.id, 'partner_id': self.order_id.partner_id.id, }) # duplicating a project doesn't set the SO on sub-tasks project.tasks.filtered('parent_id').write({ 'sale_line_id': self.id, 'sale_order_id': self.order_id.id, }) else: project_only_sol_count = self.env['sale.order.line'].search_count([ ('order_id', '=', self.order_id.id), ('product_id.service_tracking', 'in', ['project_only', 'task_in_project']), ]) if project_only_sol_count == 1: values['name'] = "%s - [%s] %s" % (values['name'], self.product_id.default_code, self.product_id.name) if self.product_id.default_code else "%s - %s" % (values['name'], self.product_id.name) values.update(self._timesheet_create_project_account_vals(self.order_id.project_id)) project = self.env['project.project'].create(values) # Avoid new tasks to go to 'Undefined Stage' if not project.type_ids: project.type_ids = self.env['project.task.type'].create([{ 'name': name, 'fold': fold, 'sequence': sequence, } for name, fold, sequence in [ (_('To Do'), False, 5), (_('In Progress'), False, 10), (_('Done'), False, 15), (_('Cancelled'), True, 20), ]]) # link project as generated by current so line self.write({'project_id': project.id}) project.reinvoiced_sale_order_id = self.order_id return project def _timesheet_create_project_account_vals(self, project): return { fname: project[fname].id for fname in project._get_plan_fnames() if fname != 'account_id' and project[fname] } def _timesheet_create_task_prepare_values(self, project): self.ensure_one() allocated_hours = 0.0 if self.product_id.service_type != 'milestones': allocated_hours = self._convert_qty_company_hours(self.company_id) sale_line_name_parts = self.name.split('\n') if sale_line_name_parts and sale_line_name_parts[0] == self.product_id.display_name: sale_line_name_parts.pop(0) if len(sale_line_name_parts) == 1 and sale_line_name_parts[0]: title = sale_line_name_parts[0] description = '' else: title = self.product_id.display_name description = '
'.join(sale_line_name_parts) return { 'name': title if project.sale_line_id else '%s - %s' % (self.order_id.name or '', title), 'allocated_hours': allocated_hours, 'partner_id': self.order_id.partner_id.id, 'description': description, 'project_id': project.id, 'sale_line_id': self.id, 'sale_order_id': self.order_id.id, 'company_id': project.company_id.id, 'user_ids': False, # force non assigned task, as created as sudo() } @api.model def _get_product_service_policy(self): return ['ordered_prepaid'] def _prepare_task_template_vals(self, template, project): if template.allocated_hours: allocated_hours = template.allocated_hours else: allocated_hours = sum( sol._convert_qty_company_hours(self.company_id) for sol in self.order_id.order_line if sol.product_id.task_template_id.id == template.id and sol.product_id.service_policy in self._get_product_service_policy() ) return { 'name': '%s - %s' % (self.order_id.name, template.name), 'allocated_hours': allocated_hours, 'project_id': project.id, 'sale_line_id': self.id, 'sale_order_id': self.order_id.id, } def _get_sale_order_partner_id(self, project): return self.order_id.partner_id.id def _timesheet_create_task(self, project): """ Generate task for the given so line, and link it. :param project: record of project.project in which the task should be created :return task: record of the created task """ if template := self.product_id.task_template_id: vals = self._prepare_task_template_vals(template, project) task_id = template.with_context( default_partner_id=self._get_sale_order_partner_id(project), ).action_create_from_template(vals) task = self.env['project.task'].sudo().browse(task_id) else: values = self._timesheet_create_task_prepare_values(project) task = self.env['project.task'].sudo().create(values) self.task_id = task # post message on task task_msg = _("This task has been created from: %(order_link)s (%(product_name)s)", order_link=self.order_id._get_html_link(), product_name=self.product_id.name, ) task.message_post(body=task_msg) return task def _get_so_lines_task_global_project(self): return self.filtered(lambda sol: sol.is_service and sol.product_id.service_tracking == 'task_global_project') def _get_so_lines_new_project(self): return self.filtered(lambda sol: sol.is_service and sol.product_id.service_tracking in ['project_only', 'task_in_project']) def _timesheet_service_generation(self): """ For service lines, create the task or the project. If already exists, it simply links the existing one to the line. Note: If the SO was confirmed, cancelled, set to draft then confirmed, avoid creating a new project/task. This explains the searches on 'sale_line_id' on project/task. This also implied if so line of generated task has been modified, we may regenerate it. """ sale_order_lines = self.filtered( lambda sol: sol.is_service and sol.product_id.service_tracking in ['project_only', 'task_in_project', 'task_global_project'] and not (sol._is_line_optional() and sol.product_uom_qty == 0) ) so_line_task_global_project = sale_order_lines._get_so_lines_task_global_project() so_line_new_project = sale_order_lines._get_so_lines_new_project() task_templates = self.env['project.task'] # search so lines from SO of current so lines having their project generated, in order to check if the current one can # create its own project, or reuse the one of its order. map_so_project = {} if so_line_new_project: order_ids = self.mapped('order_id').ids so_lines_with_project = self.search([('order_id', 'in', order_ids), ('project_id', '!=', False), ('product_id.service_tracking', 'in', ['project_only', 'task_in_project']), ('product_id.project_template_id', '=', False)]) map_so_project = {sol.order_id.id: sol.project_id for sol in so_lines_with_project} so_lines_with_project_templates = self.search([('order_id', 'in', order_ids), ('project_id', '!=', False), ('product_id.service_tracking', 'in', ['project_only', 'task_in_project']), ('product_id.project_template_id', '!=', False)]) map_so_project_templates = {(sol.order_id.id, sol.product_id.project_template_id.id): sol.project_id for sol in so_lines_with_project_templates} # search the global project of current SO lines, in which create their task map_sol_project = {} if so_line_task_global_project: map_sol_project = {sol.id: sol.product_id.with_company(sol.company_id).project_id for sol in so_line_task_global_project} def _can_create_project(sol): if not sol.project_id: if sol.product_id.project_template_id: return (sol.order_id.id, sol.product_id.project_template_id.id) not in map_so_project_templates elif sol.order_id.id not in map_so_project: return True return False # we store the reference analytic account per SO map_account_per_so = {} # project_only, task_in_project: create a new project, based or not on a template (1 per SO). May be create a task too. # if 'task_in_project' and project_id configured on SO, use that one instead for so_line in so_line_new_project.sorted(lambda sol: (sol.sequence, sol.id)): project = False if so_line.product_id.service_tracking in ['project_only', 'task_in_project']: project = so_line.project_id if not project and _can_create_project(so_line): # If no reference analytic account exists, set the account of the generated project to the account of the project's SO or create a new one account = map_account_per_so.get(so_line.order_id.id) if not account: account = so_line.order_id.project_account_id or self.env['account.analytic.account'].create(so_line.order_id._prepare_analytic_account_data()) map_account_per_so[so_line.order_id.id] = account project = so_line.with_context(project_account_id=account.id)._timesheet_create_project() # If the SO generates projects on confirmation and the project's SO is not set, set it to the project's SOL with the lowest (sequence, id) if not so_line.order_id.project_id: so_line.order_id.project_id = project if so_line.product_id.project_template_id: map_so_project_templates[(so_line.order_id.id, so_line.product_id.project_template_id.id)] = project else: map_so_project[so_line.order_id.id] = project elif not project: # Attach subsequent SO lines to the created project so_line.project_id = ( map_so_project_templates.get((so_line.order_id.id, so_line.product_id.project_template_id.id)) or map_so_project.get(so_line.order_id.id) ) if so_line.product_id.service_tracking == 'task_in_project': if not project: if so_line.product_id.project_template_id: project = map_so_project_templates[(so_line.order_id.id, so_line.product_id.project_template_id.id)] else: project = map_so_project[so_line.order_id.id] if not so_line.task_id and so_line.product_id.task_template_id not in task_templates: task_templates |= so_line.product_id.task_template_id so_line._timesheet_create_task(project=project) so_line._handle_milestones(project) # task_global_project: if not set, set the project's SO by looking at global projects for so_line in so_line_task_global_project.sorted(lambda sol: (sol.sequence, sol.id)): if not so_line.order_id.project_id: so_line.order_id.project_id = map_sol_project.get(so_line.id) # task_global_project: create task in global projects for so_line in so_line_task_global_project: if not so_line.task_id: project = map_sol_project.get(so_line.id) or so_line.order_id.project_id if project and so_line.product_uom_qty > 0: if so_line.product_id.task_template_id not in task_templates: task_templates |= so_line.product_id.task_template_id so_line._timesheet_create_task(project) elif not project: raise UserError(_( "A project must be defined on the quotation %(order)s or on the form of products creating a task on order.\n" "The following product need a project in which to put its task: %(product_name)s", order=so_line.order_id.name, product_name=so_line.product_id.name, )) def _handle_milestones(self, project): self.ensure_one() if self.product_id.service_policy != 'delivered_milestones': return if not self.project_id.allow_milestones: self.project_id.allow_milestones = True if (milestones := project.milestone_ids.filtered(lambda milestone: not milestone.sale_line_id)): milestones.write({ 'sale_line_id': self.id, 'product_uom_qty': self.product_uom_qty / len(milestones), }) else: milestone = self.env['project.milestone'].create({ 'name': self.name, 'project_id': self.project_id.id or self.order_id.project_id.id, 'sale_line_id': self.id, 'quantity_percentage': 1, }) if self.product_id.service_tracking == 'task_in_project': self.task_id.milestone_id = milestone.id def _prepare_invoice_line(self, **optional_values): """ If the sale order line isn't linked to a sale order which already have a default analytic account, this method allows to retrieve the analytic account which is linked to project or task directly linked to this sale order line, or the analytic account of the project which uses this sale order line, if it exists. """ values = super()._prepare_invoice_line(**optional_values) if not values.get('analytic_distribution') and not self.analytic_distribution: if self.task_id.project_id.account_id: values['analytic_distribution'] = {self.task_id.project_id.account_id.id: 100} elif self.project_id.account_id: values['analytic_distribution'] = {self.project_id.account_id.id: 100} elif self.is_service and not self.is_expense: [accounts] = self.env['project.project']._read_group([ ('account_id', '!=', False), '|', ('sale_line_id', '=', self.id), ('tasks.sale_line_id', '=', self.id), ], aggregates=['account_id:recordset'])[0] if len(accounts) == 1: values['analytic_distribution'] = {accounts.id: 100} return values def _get_action_per_item(self): """ Get action per Sales Order Item :returns: Dict containing id of SOL as key and the action as value """ return {} def _prepare_procurement_values(self): values = super()._prepare_procurement_values() if self.order_id.project_id: values['project_id'] = self.order_id.project_id.id return values