proforma template
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# Template Properties - Purchase Trade
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Statut: `draft`
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Version: `v0.2`
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Derniere mise a jour: `2026-04-07`
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Version: `v0.3`
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Derniere mise a jour: `2026-04-23`
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## 1) Objectif
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@@ -351,6 +351,21 @@ Usage typique:
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- base de travail pour les templates de type `sale_ict.fodt`
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- source de verite de plusieurs proprietes du bridge facture
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### Proprietes specifiques `sale_melya.fodt`
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- `report_melya_proforma_number`
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- Usage: valeur affichee dans `Proforma Nr`
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- Source de verite: deal lie via `report_deal`, fallback numero de vente
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- `report_melya_buyer_address`
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- Usage: bloc buyer avec nom long et adresse
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- Source de verite: `sale.invoice_address.full_address` avec le contexte
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`address_with_party`
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- `report_melya_incoterm`
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- Usage: ligne `DELIVERY TERMS`
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- Source de verite: incoterm code + lieu incoterm + pays du lieu incoterm
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## 7) Proprietes utiles deja presentes sur `purchase.purchase`
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Source code: `modules/purchase_trade/purchase.py`
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@@ -348,8 +348,7 @@ class Purchase(metaclass=PoolMeta):
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return [account.id for account in self.party.bank_accounts]
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return []
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@fields.depends('company', '_parent_company.party',
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'_parent_company.party.bank_accounts')
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@fields.depends('company', '_parent_company.party')
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def on_change_with_our_bank_accounts(self, name=None):
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if (self.company and self.company.party
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and self.company.party.bank_accounts):
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@@ -359,7 +358,7 @@ class Purchase(metaclass=PoolMeta):
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@fields.depends(
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'company', 'party', 'invoice_party', 'payment_term', 'lines',
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'bank_account', 'our_bank_account', '_parent_party.bank_accounts',
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'_parent_company.party', '_parent_company.party.bank_accounts')
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'_parent_company.party')
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def on_change_party(self):
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super().on_change_party()
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self.bank_account = self._get_default_bank_account()
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@@ -367,13 +366,13 @@ class Purchase(metaclass=PoolMeta):
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@fields.depends(
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'party', 'company', 'currency', '_parent_party.bank_accounts',
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'_parent_company.party', '_parent_company.party.bank_accounts')
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'_parent_company.party')
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def on_change_currency(self):
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self.bank_account = self._get_default_bank_account()
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self.our_bank_account = self._get_default_our_bank_account()
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@fields.depends('company', 'currency', 'our_bank_account',
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'_parent_company.party', '_parent_company.party.bank_accounts')
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'_parent_company.party')
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def on_change_company(self):
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super().on_change_company()
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self.our_bank_account = self._get_default_our_bank_account()
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@@ -312,8 +312,7 @@ class Sale(metaclass=PoolMeta):
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return [account.id for account in self.party.bank_accounts]
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return []
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@fields.depends('company', '_parent_company.party',
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'_parent_company.party.bank_accounts')
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@fields.depends('company', '_parent_company.party')
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def on_change_with_our_bank_accounts(self, name=None):
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if (self.company and self.company.party
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and self.company.party.bank_accounts):
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@@ -323,8 +322,7 @@ class Sale(metaclass=PoolMeta):
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@fields.depends(
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'company', 'party', 'invoice_party', 'shipment_party', 'warehouse',
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'payment_term', 'lines', 'bank_account', 'our_bank_account',
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'_parent_party.bank_accounts', '_parent_company.party',
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'_parent_company.party.bank_accounts')
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'_parent_party.bank_accounts', '_parent_company.party')
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def on_change_party(self):
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super().on_change_party()
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self.bank_account = self._get_default_bank_account()
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@@ -332,13 +330,13 @@ class Sale(metaclass=PoolMeta):
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@fields.depends(
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'party', 'company', 'currency', '_parent_party.bank_accounts',
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'_parent_company.party', '_parent_company.party.bank_accounts')
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'_parent_company.party')
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def on_change_currency(self):
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self.bank_account = self._get_default_bank_account()
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self.our_bank_account = self._get_default_our_bank_account()
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@fields.depends('company', 'currency', 'our_bank_account',
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'_parent_company.party', '_parent_company.party.bank_accounts')
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'_parent_company.party')
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def on_change_company(self):
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super().on_change_company()
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self.our_bank_account = self._get_default_our_bank_account()
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@@ -719,12 +717,39 @@ class Sale(metaclass=PoolMeta):
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@property
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def report_deal(self):
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if self.lines and self.lines[0].lots and len(self.lines[0].lots)>1:
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return self.lines[0].lots[1].line.purchase.number + ' ' + self.number
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else:
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''
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@property
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if self.lines and self.lines[0].lots and len(self.lines[0].lots) > 1:
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purchase = getattr(getattr(self.lines[0].lots[1], 'line', None),
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'purchase', None)
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purchase_number = getattr(purchase, 'number', None)
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if purchase_number and self.number:
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return purchase_number + ' ' + self.number
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return purchase_number or self.number or ''
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return ''
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@property
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def report_melya_proforma_number(self):
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return self.report_deal or self.full_number or ''
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@property
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def report_melya_buyer_address(self):
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if not self.invoice_address:
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return ''
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with Transaction().set_context(address_with_party=True):
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return self.invoice_address.full_address
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@property
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def report_melya_incoterm(self):
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parts = []
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if self.incoterm and self.incoterm.code:
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parts.append(self.incoterm.code)
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if self.incoterm_location:
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if self.incoterm_location.party_name:
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parts.append(self.incoterm_location.party_name)
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if self.incoterm_location.country:
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parts.append(self.incoterm_location.country.name)
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return ' '.join(parts)
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@property
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def report_packing(self):
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nb_packing = 0
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unit = ''
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@@ -9,8 +9,9 @@ depends:
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stock
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res
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lot
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document_incoming
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incoterm
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document_incoming
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incoterm
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bank
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xml:
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purchase.xml
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sale.xml
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@@ -1721,12 +1721,11 @@
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</draw:image>
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</draw:frame><text:tab/><text:tab/><text:span text:style-name="T1">PROFORMA INVOICE</text:span></text:p>
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<text:p text:style-name="Standard"><text:tab/><text:tab/><text:span text:style-name="T10">Proforma Nr:<text:tab/><text:tab/><text:tab/>Date:</text:span></text:p>
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<text:p text:style-name="Standard"><text:tab/><text:tab/><text:span text:style-name="T35"><text:placeholder text:placeholder-type="text"><sale.report_deal></text:placeholder></text:span><text:tab/><text:tab/><text:tab/><text:span text:style-name="T35"><text:placeholder text:placeholder-type="text"><format_date(sale.sale_date, sale.party.lang) if sale.sale_date else ''></text:placeholder></text:span></text:p>
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<text:p text:style-name="Standard"><text:tab/><text:tab/><text:span text:style-name="T35"><text:placeholder text:placeholder-type="text"><sale.report_melya_proforma_number></text:placeholder></text:span><text:tab/><text:tab/><text:tab/><text:span text:style-name="T35"><text:placeholder text:placeholder-type="text"><format_date(sale.sale_date, sale.party.lang) if sale.sale_date else ''></text:placeholder></text:span></text:p>
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<text:p text:style-name="Standard"/>
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<text:p text:style-name="Standard"/>
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<text:p text:style-name="Standard"><text:tab/><text:tab/><text:tab/><text:tab/><text:tab/><text:tab/><text:tab/><text:span text:style-name="T10">Buyer:</text:span></text:p>
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<text:p text:style-name="Standard"><text:tab/><text:tab/><text:tab/><text:tab/><text:tab/><text:tab/><text:tab/><text:span text:style-name="T33"><text:placeholder text:placeholder-type="text"><sale.party.rec_name></text:placeholder></text:span></text:p>
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<text:p text:style-name="P1"><text:placeholder text:placeholder-type="text"><for each="line in sale.report_address.splitlines()"></text:placeholder></text:p>
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<text:p text:style-name="P1"><text:placeholder text:placeholder-type="text"><for each="line in sale.report_melya_buyer_address.splitlines()"></text:placeholder></text:p>
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<text:p text:style-name="P1"><text:tab/><text:tab/><text:tab/><text:tab/><text:tab/><text:tab/><text:tab/><text:placeholder text:placeholder-type="text"><line></text:placeholder></text:p>
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<text:p text:style-name="P1"><text:placeholder text:placeholder-type="text"></for></text:placeholder></text:p>
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<text:p text:style-name="Standard"/>
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@@ -1763,8 +1762,8 @@
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<text:p text:style-name="P25" loext:marker-style-name="T39"/>
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<text:p text:style-name="P24" loext:marker-style-name="T39"/>
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<text:p text:style-name="P24" loext:marker-style-name="T39"/>
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<text:p text:style-name="P39" loext:marker-style-name="T26"><text:span text:style-name="T26"><text:s text:c="2"/></text:span><text:span text:style-name="T42"><text:placeholder text:placeholder-type="text"><sale.report_product_name or ''></text:placeholder></text:span></text:p>
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<text:p text:style-name="P30" loext:marker-style-name="T26"><text:span text:style-name="T42"><text:placeholder text:placeholder-type="text"><sale.report_product_description or ''></text:placeholder></text:span></text:p>
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<text:p text:style-name="P39" loext:marker-style-name="T26"><text:span text:style-name="T42"><text:placeholder text:placeholder-type="text"><sale.report_product_name or ''></text:placeholder></text:span></text:p>
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<text:p text:style-name="P39" loext:marker-style-name="T26"><text:span text:style-name="T42"><text:placeholder text:placeholder-type="text"><sale.report_product_description or ''></text:placeholder></text:span></text:p>
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<text:p text:style-name="P27" loext:marker-style-name="T42"><text:span text:style-name="T42"><text:s/></text:span></text:p>
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</table:table-cell>
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<table:table-cell table:style-name="Tableau1.B2" office:value-type="string">
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@@ -1799,7 +1798,7 @@
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<text:p text:style-name="P3"/>
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<text:p text:style-name="P3">TRANSPORTATION BY:<text:tab/>VESSEL</text:p>
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<text:p text:style-name="P3"/>
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<text:p text:style-name="P8">DELIVERY TERMS:<text:tab/><text:placeholder text:placeholder-type="text"><sale.incoterm.code if sale.incoterm else ''></text:placeholder> <text:s/><text:placeholder text:placeholder-type="text"><sale.incoterm_location.party_name if sale.incoterm_location else ''></text:placeholder></text:p>
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<text:p text:style-name="P8">DELIVERY TERMS:<text:tab/><text:placeholder text:placeholder-type="text"><sale.report_melya_incoterm></text:placeholder></text:p>
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<text:p text:style-name="P2"/>
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<text:p text:style-name="P7">PAYMENT TERMS:<text:tab/><text:placeholder text:placeholder-type="text"><sale.payment_term.description if sale.payment_term else ''></text:placeholder></text:p>
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<text:p text:style-name="P2"/>
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