Change on Facility definition
This commit is contained in:
AzureAD\SylvainDUVERNAY
@@ -1,14 +1,16 @@
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# This file is part of Tradon. The COPYRIGHT file at the top level of
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# this repository contains the full copyright notices and license terms.
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from trytond.model import ModelSQL, ModelView, Workflow, fields
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from trytond.model import ModelSQL, ModelView, fields
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from trytond.model import sequence_ordered
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from trytond.pool import Pool
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from trytond.pyson import Eval, If, Bool
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from trytond.pyson import Eval, Bool
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from trytond.exceptions import UserError
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__all__ = [
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'FacilityStatus',
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'Facility',
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'FacilityCurrency',
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'FacilityCovenant',
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'FacilityLimit',
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'FacilityLimitHaircut',
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@@ -43,20 +45,30 @@ ATTRIBUTE_TYPES = [
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('receivable_category', 'Receivable Category'),
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]
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FACILITY_STATES = [
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('draft', 'Draft'),
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('active', 'Active'),
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('blocked', 'Blocked'),
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('cancelled', 'Cancelled'),
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('closed', 'Closed'),
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]
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# ---------------------------------------------------------------------------
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# Facility Status (configurable reference)
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# ---------------------------------------------------------------------------
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class FacilityStatus(ModelSQL, ModelView):
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'Facility Status'
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__name__ = 'trade_finance.facility_status'
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_rec_name = 'name'
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code = fields.Char('Code', required=True)
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name = fields.Char('Name', required=True)
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active = fields.Boolean('Active')
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@staticmethod
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def default_active():
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return True
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# ---------------------------------------------------------------------------
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# Facility Header
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# ---------------------------------------------------------------------------
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class Facility(Workflow, ModelSQL, ModelView):
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class Facility(ModelSQL, ModelView):
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'TF Facility'
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__name__ = 'trade_finance.facility'
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_rec_name = 'name'
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@@ -67,8 +79,8 @@ class Facility(Workflow, ModelSQL, ModelView):
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help='Bank or fund providing this facility')
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description = fields.Text('Description')
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status = fields.Selection(FACILITY_STATES, 'Status', required=True,
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readonly=True)
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status = fields.Many2One('trade_finance.facility_status', 'Status',
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ondelete='RESTRICT')
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commitment_status = fields.Selection([
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('uncommitted', 'Uncommitted'),
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('committed', 'Committed'),
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@@ -94,6 +106,8 @@ class Facility(Workflow, ModelSQL, ModelView):
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limits = fields.One2Many('trade_finance.facility_limit', 'facility',
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'Limits')
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currencies = fields.One2Many('trade_finance.facility_currency', 'facility',
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'Accepted Currencies')
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caps = fields.One2Many('trade_finance.facility_cap', 'facility', 'Caps')
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covenants = fields.One2Many('trade_finance.facility_covenant', 'facility',
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'Covenants')
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@@ -101,10 +115,6 @@ class Facility(Workflow, ModelSQL, ModelView):
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'facility', 'Facility Constraints',
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domain=[('limit', '=', None)])
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@staticmethod
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def default_status():
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return 'draft'
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@staticmethod
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def default_commitment_status():
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return 'uncommitted'
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@@ -113,48 +123,23 @@ class Facility(Workflow, ModelSQL, ModelView):
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def default_is_tpa():
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return False
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# Workflow transitions
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_transitions = {
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('draft', 'active'),
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('active', 'blocked'),
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('blocked', 'active'),
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('active', 'cancelled'),
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('active', 'closed'),
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('blocked', 'cancelled'),
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('blocked', 'closed'),
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}
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_buttons = {
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'activate': {'invisible': Eval('status') != 'draft'},
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'block': {'invisible': Eval('status') != 'active'},
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'unblock': {'invisible': Eval('status') != 'blocked'},
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'cancel': {'invisible': ~Eval('status').in_(['active', 'blocked'])},
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'close': {'invisible': ~Eval('status').in_(['active', 'blocked'])},
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}
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@classmethod
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@Workflow.transition('active')
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def activate(cls, facilities):
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pass
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# ---------------------------------------------------------------------------
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# Facility Accepted Currency
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# ---------------------------------------------------------------------------
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@classmethod
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@Workflow.transition('blocked')
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def block(cls, facilities):
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pass
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class FacilityCurrency(ModelSQL, ModelView):
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'Facility Currency'
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__name__ = 'trade_finance.facility_currency'
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@classmethod
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@Workflow.transition('active')
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def unblock(cls, facilities):
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pass
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@classmethod
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@Workflow.transition('cancelled')
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def cancel(cls, facilities):
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pass
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@classmethod
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@Workflow.transition('closed')
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def close(cls, facilities):
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pass
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facility = fields.Many2One('trade_finance.facility', 'Facility',
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required=True, ondelete='CASCADE')
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currency = fields.Many2One('currency.currency', 'Currency',
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required=True, ondelete='RESTRICT')
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fx_haircut_formula = fields.Many2One('trade_finance.haircut_formula',
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'FX Haircut Formula', ondelete='RESTRICT')
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fx_feeder = fields.Many2One('trade_finance.fx_feeder', 'FX Rate Feeder',
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ondelete='RESTRICT')
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# ---------------------------------------------------------------------------
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@@ -204,6 +189,7 @@ class FacilityLimit(ModelSQL, ModelView):
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'Sub-Limits')
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name = fields.Char('Name', required=True)
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alternative_name = fields.Char('Limit Alternative Name')
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financing_type = fields.Many2One('trade_finance.financing_type',
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'Financing Type', ondelete='RESTRICT')
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amount = fields.Numeric('Amount', digits=(16, 2), required=True)
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@@ -213,13 +199,6 @@ class FacilityLimit(ModelSQL, ModelView):
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_order = [('sequence', 'ASC'), ('id', 'ASC')]
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is_global = fields.Function(
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fields.Boolean('Global Limit',
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states={'invisible': Bool(Eval('parent'))},
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depends=['parent']),
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'get_is_global')
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display_name = fields.Function(fields.Char('Name'), 'get_display_name')
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haircuts = fields.One2Many('trade_finance.facility_limit_haircut', 'limit',
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'Haircuts')
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currencies = fields.One2Many('trade_finance.facility_limit_currency',
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@@ -247,25 +226,27 @@ class FacilityLimit(ModelSQL, ModelView):
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values['facility'] = parent.facility.id
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return super().create(vlist)
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def get_is_global(self, name):
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return self.parent is None
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def get_display_name(self, name):
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level = 0
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current = self
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while current.parent:
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level += 1
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current = current.parent
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prefix = '— ' * level
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return prefix + (self.name or '')
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@classmethod
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def validate(cls, limits):
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super().validate(limits)
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for limit in limits:
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limit.check_single_root()
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limit.check_amount_vs_parent()
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limit.check_children_amounts()
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def check_single_root(self):
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if self.parent is None:
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roots = self.__class__.search([
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('facility', '=', self.facility.id),
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('parent', '=', None),
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('id', '!=', self.id),
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])
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if roots:
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raise UserError(
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f"Facility '{self.facility.name}' already has a Global "
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f"Limit ('{roots[0].name}'). Only one root limit is "
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f"allowed per facility.")
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def check_amount_vs_parent(self):
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if self.parent and self.amount > self.parent.amount:
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raise UserError(
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@@ -491,9 +472,7 @@ class FacilityConstraint(ModelSQL, ModelView):
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cap = fields.Many2One('trade_finance.facility_cap', 'Cap',
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ondelete='CASCADE')
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constraint_type = fields.Selection([
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('inclusion', 'Inclusion'),
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('exclusion', 'Exclusion'),
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], 'Type', required=True)
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attribute = fields.Selection(ATTRIBUTE_TYPES, 'Attribute', required=True)
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value = fields.Char('Value', required=True)
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constraint_type = fields.Many2One('trade_finance.constraint_type',
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'Constraint Type', required=True, ondelete='RESTRICT')
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is_exclusion = fields.Boolean('Exclusion',
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help='Checked = Exclusion constraint, unchecked = Inclusion constraint')
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