Duplicate custom

modules/purchase_trade/__init__.py

@@ -34,9 +34,10 @@ from . import (
     dimension,
     weight_report,
     backtoback,
-    service,
-    invoice,
-)
+    service,
+    invoice,
+    duplicate,
+)
 
 def register():
     Pool.register(
@@ -91,17 +92,19 @@ def register():
         ctrm_reporting.CTRMGLReconciliation,
         ctrm_reporting.CTRMGLReconciliationContext,
         configuration.Configuration,
-        pricing.ImportPricesStart,
-        pricing.ImportPricesResult,
-        module='purchase_trade', type_='model')
+        pricing.ImportPricesStart,
+        pricing.ImportPricesResult,
+        duplicate.TradeCustomDuplicateStart,
+        module='purchase_trade', type_='model')
     Pool.register(
-        incoming.ImportSwift,
-        incoming.PrepareDocuments,
-        incoming.AnalyzeConditions,
-        lc.CreateLCWizard,
-        pricing.ImportPrices,
-        module='purchase_trade', type_='wizard'
-    )
+        incoming.ImportSwift,
+        incoming.PrepareDocuments,
+        incoming.AnalyzeConditions,
+        lc.CreateLCWizard,
+        pricing.ImportPrices,
+        duplicate.TradeCustomDuplicate,
+        module='purchase_trade', type_='wizard'
+    )
     Pool.register(
         credit_risk.Party,
         credit_risk.CreditRiskRule,
@@ -321,11 +324,11 @@ def register():
         purchase_prepayment.CreatePrepaymentWizard,
         purchase.PurchaseAllocationsWizard,
         purchase.InvoicePayment,
-        stock.ImportSoFWizard,
-        dashboard.BotWizard,
-        dashboard.DashboardLoader,
-        forex.ForexReport,
-        purchase.PnlReport,
+        stock.ImportSoFWizard,
+        dashboard.BotWizard,
+        dashboard.DashboardLoader,
+        forex.ForexReport,
+        purchase.PnlReport,
         purchase.PositionReport,
         valuation.ValuationProcess,
         derivative.DerivativeMatchWizard,

modules/purchase_trade/duplicate.py

@@ -0,0 +1,227 @@
+# This file is part of Tryton.  The COPYRIGHT file at the top level of
+# this repository contains the full copyright notices and license terms.
+from decimal import Decimal
+
+from trytond.exceptions import UserError
+from trytond.model import ModelView, fields
+from trytond.pool import Pool
+from trytond.pyson import Bool, Eval
+from trytond.transaction import Transaction
+from trytond.wizard import Button, StateTransition, StateView, Wizard
+
+from trytond.modules.purchase_trade.service import ContractFactory
+
+
+PRICE_TYPES = [
+    ('cash', 'Cash Price'),
+    ('priced', 'Priced'),
+    ('basis', 'Basis'),
+    ('efp', 'EFP'),
+]
+
+
+class TradeCustomDuplicateStart(ModelView):
+    "Custom Duplicate"
+    __name__ = 'trade.custom_duplicate.start'
+
+    source_model = fields.Selection([
+        ('purchase.purchase', 'Purchase'),
+        ('sale.sale', 'Sale'),
+    ], "Source", readonly=True)
+    source = fields.Reference("Source Record", selection=[
+        ('purchase.purchase', 'Purchase'),
+        ('sale.sale', 'Sale'),
+    ], readonly=True)
+    party = fields.Many2One('party.party', "Counterparty", required=True)
+    currency = fields.Many2One('currency.currency', "Currency", required=True)
+    payment_term = fields.Many2One(
+        'account.invoice.payment_term', "Payment Term", required=True)
+    incoterm = fields.Many2One('incoterm.incoterm', "Incoterm", required=True)
+    quantity = fields.Numeric("Contractual Quantity", digits='unit',
+        required=True)
+    unit = fields.Many2One('product.uom', "Unit", readonly=True)
+    unit_price = fields.Numeric("Price", digits=(16, 4), required=True)
+    price_type = fields.Selection(PRICE_TYPES, "Price Type", required=True)
+    clear_fees = fields.Boolean("Clear Fees")
+    clear_pricing_components = fields.Boolean("Clear Pricing Components")
+    create_matched_mirror = fields.Boolean("Create matched mirror contract")
+    mirror_party = fields.Many2One('party.party', "Mirror Counterparty",
+        states={
+            'invisible': ~Bool(Eval('create_matched_mirror')),
+            'required': Bool(Eval('create_matched_mirror')),
+        })
+
+
+class TradeCustomDuplicate(Wizard):
+    "Custom Duplicate"
+    __name__ = 'trade.custom_duplicate'
+
+    start = StateView(
+        'trade.custom_duplicate.start',
+        'purchase_trade.trade_custom_duplicate_start_view_form', [
+            Button("Cancel", 'end', 'tryton-cancel'),
+            Button("Duplicate", 'duplicate', 'tryton-ok', default=True),
+        ])
+    duplicate = StateTransition()
+
+    @staticmethod
+    def _trade_line(record):
+        lines = [
+            line for line in (record.lines or [])
+            if getattr(line, 'type', 'line') == 'line' and line.product]
+        if len(lines) > 1:
+            raise UserError(
+                "Custom duplicate only supports contracts with one trade line.")
+        return lines[0] if lines else None
+
+    @staticmethod
+    def _source_model(record):
+        name = record.__name__
+        if name not in {'purchase.purchase', 'sale.sale'}:
+            raise UserError("Custom duplicate only supports purchases and sales.")
+        return name
+
+    @staticmethod
+    def _opposite_type(source_model):
+        return 'Sale' if source_model == 'purchase.purchase' else 'Purchase'
+
+    def default_start(self, fields):
+        if len(self.records) != 1:
+            raise UserError("Please select a single purchase or sale.")
+
+        record = self.records[0]
+        source_model = self._source_model(record)
+        line = self._trade_line(record)
+        if not line:
+            raise UserError("The selected contract has no trade line to duplicate.")
+
+        return {
+            'source_model': source_model,
+            'source': '%s,%s' % (source_model, record.id),
+            'party': record.party.id if record.party else None,
+            'currency': record.currency.id if record.currency else None,
+            'payment_term': (
+                record.payment_term.id if record.payment_term else None),
+            'incoterm': record.incoterm.id if record.incoterm else None,
+            'quantity': (
+                getattr(line, 'quantity_theorical', None)
+                or getattr(line, 'quantity', None)),
+            'unit': line.unit.id if line.unit else None,
+            'unit_price': getattr(line, 'unit_price', None),
+            'price_type': getattr(line, 'price_type', None) or 'priced',
+            'clear_fees': False,
+            'clear_pricing_components': False,
+            'create_matched_mirror': False,
+        }
+
+    @staticmethod
+    def _copy_contract(record, options):
+        Model = Pool().get(record.__name__)
+        default = {
+            'party': options.party.id,
+            'currency': options.currency.id,
+            'payment_term': options.payment_term.id,
+            'incoterm': options.incoterm.id,
+        }
+        new_record, = Model.copy([record], default=default)
+        new_record = Model(new_record.id)
+        TradeCustomDuplicate._apply_party_addresses(new_record, options.party)
+        new_record.save()
+        return Model(new_record.id)
+
+    @staticmethod
+    def _apply_party_addresses(record, party):
+        addresses = list(getattr(party, 'addresses', None) or [])
+        address = addresses[0] if addresses else None
+        if hasattr(record, 'invoice_address'):
+            record.invoice_address = address
+        if hasattr(record, 'shipment_address'):
+            record.shipment_address = address
+
+    @staticmethod
+    def _apply_line_options(record, options):
+        line = TradeCustomDuplicate._trade_line(record)
+        if not line:
+            raise UserError("The duplicated contract has no trade line.")
+
+        line.quantity = options.quantity
+        line.quantity_theorical = options.quantity
+        line.unit_price = options.unit_price
+        line.price_type = options.price_type
+        if hasattr(line, 'currency'):
+            line.currency = options.currency
+        if options.clear_fees and hasattr(line, 'fees'):
+            line.fees = []
+        if (options.clear_pricing_components
+                and hasattr(line, 'price_components')):
+            line.price_components = []
+        line.save()
+        return line.__class__(line.id)
+
+    @staticmethod
+    def _first_virtual_lot(line):
+        for lot in line.lots or []:
+            if getattr(lot, 'lot_type', None) == 'virtual':
+                return lot
+        if hasattr(line, 'getVirtualLot'):
+            return line.getVirtualLot()
+        return None
+
+    @staticmethod
+    def _create_matched_mirror(record, line, options):
+        source_model = record.__name__
+        mirror_type = TradeCustomDuplicate._opposite_type(source_model)
+        source_lot = TradeCustomDuplicate._first_virtual_lot(line)
+        if not source_lot:
+            raise UserError(
+                "The duplicated line has no virtual lot to match.")
+        if not options.unit:
+            raise UserError(
+                "The duplicated line has no unit for mirror contract creation.")
+
+        ContractDetail = Pool().get('contract.detail')
+        ContractsStart = Pool().get('contracts.start')
+
+        from_location, to_location = ContractFactory._get_mirror_locations(
+            record, mirror_type)
+
+        detail = ContractDetail()
+        detail.party = options.mirror_party
+        detail.currency = options.currency
+        detail.currency_unit = "%s_%s" % (options.currency.id, options.unit.id)
+        detail.incoterm = options.incoterm
+        detail.payment_term = options.payment_term
+        detail.quantity = options.quantity
+        detail.unit = options.unit
+        detail.price = options.unit_price
+        detail.price_type = options.price_type
+        detail.reference = getattr(record, 'reference', None)
+        detail.from_location = from_location
+        detail.to_location = to_location
+        detail.tol_min = getattr(record, 'tol_min', None)
+        detail.tol_max = getattr(record, 'tol_max', None)
+        detail.crop = getattr(record, 'crop', None)
+        detail.del_period = getattr(record, 'del_period', None)
+
+        ct = ContractsStart()
+        ct.type = mirror_type
+        ct.matched = True
+        ct.product = line.product
+        ct.unit = line.unit
+        ct.quantity = options.quantity
+        ct.lot = source_lot
+
+        with Transaction().set_context(active_ids=[]):
+            ContractFactory.create_contracts([detail], type_=mirror_type, ct=ct)
+
+    def transition_duplicate(self):
+        record = self.records[0]
+        options = self.start
+        new_record = self._copy_contract(record, options)
+        new_line = self._apply_line_options(new_record, options)
+        if options.create_matched_mirror:
+            self._create_matched_mirror(new_record, new_line, options)
+        return 'end'
+
+    def end(self):
+        return 'reload'

modules/purchase_trade/purchase.xml

@@ -48,15 +48,30 @@ this repository contains the full copyright notices and license terms. -->
             <field name="wiz_name">purchase.bi</field>
             <field name="model">purchase.purchase</field>
         </record>
-        <record model="ir.action.keyword" id="act_bi_keyword">
-            <field name="keyword">form_action</field>
-            <field name="model">purchase.purchase,-1</field>
-            <field name="action" ref="act_bi"/>
-        </record>
-        <record model="ir.action.url" id="url_bi">
-            <field name="name">Go to BI</field>
-            <field name="url">http://vps107.geneva.hosting:3000</field>
-        </record>
+        <record model="ir.action.keyword" id="act_bi_keyword">
+            <field name="keyword">form_action</field>
+            <field name="model">purchase.purchase,-1</field>
+            <field name="action" ref="act_bi"/>
+        </record>
+        <record model="ir.ui.view" id="trade_custom_duplicate_start_view_form">
+            <field name="model">trade.custom_duplicate.start</field>
+            <field name="type">form</field>
+            <field name="name">trade_custom_duplicate_start_form</field>
+        </record>
+        <record model="ir.action.wizard" id="act_purchase_custom_duplicate">
+            <field name="name">Custom Duplicate</field>
+            <field name="wiz_name">trade.custom_duplicate</field>
+            <field name="model">purchase.purchase</field>
+        </record>
+        <record model="ir.action.keyword" id="act_purchase_custom_duplicate_keyword">
+            <field name="keyword">form_action</field>
+            <field name="model">purchase.purchase,-1</field>
+            <field name="action" ref="act_purchase_custom_duplicate"/>
+        </record>
+        <record model="ir.action.url" id="url_bi">
+            <field name="name">Go to BI</field>
+            <field name="url">http://vps107.geneva.hosting:3000</field>
+        </record>
 
         <record model="ir.action.wizard" id="act_purchase_allocations_wizard">
             <field name="name">Lots Management</field>

modules/purchase_trade/sale.xml

@@ -35,16 +35,26 @@ this repository contains the full copyright notices and license terms. -->
             <field name="wiz_name">sale.create.mirror</field>
             <field name="model">sale.sale</field>
         </record>
-        <record model="ir.action.keyword" id="act_creating_keyword">
-            <field name="keyword">form_action</field>
-            <field name="model">sale.sale,-1</field>
-            <field name="action" ref="act_creating"/>
-        </record>
-
-        <record model="ir.action.wizard" id="act_sale_allocations_wizard">
-            <field name="name">Lots Management</field>
-            <field name="wiz_name">sale.allocations.wizard</field>
-            <field name="model">sale.sale</field>
+        <record model="ir.action.keyword" id="act_creating_keyword">
+            <field name="keyword">form_action</field>
+            <field name="model">sale.sale,-1</field>
+            <field name="action" ref="act_creating"/>
+        </record>
+        <record model="ir.action.wizard" id="act_sale_custom_duplicate">
+            <field name="name">Custom Duplicate</field>
+            <field name="wiz_name">trade.custom_duplicate</field>
+            <field name="model">sale.sale</field>
+        </record>
+        <record model="ir.action.keyword" id="act_sale_custom_duplicate_keyword">
+            <field name="keyword">form_action</field>
+            <field name="model">sale.sale,-1</field>
+            <field name="action" ref="act_sale_custom_duplicate"/>
+        </record>
+
+        <record model="ir.action.wizard" id="act_sale_allocations_wizard">
+            <field name="name">Lots Management</field>
+            <field name="wiz_name">sale.allocations.wizard</field>
+            <field name="model">sale.sale</field>
         </record>
         <!-- Menu Relate dans Purchase -->
         <record model="ir.action.keyword" id="act_sale_allocations_keyword">
@@ -59,4 +69,4 @@ this repository contains the full copyright notices and license terms. -->
             <field name="name">sale_btb_form</field>
         </record>
     </data>
-</tryton>
+</tryton>

modules/purchase_trade/view/trade_custom_duplicate_start_form.xml

@@ -0,0 +1,36 @@
+<form col="4">
+    <label name="source_model"/>
+    <field name="source_model"/>
+    <label name="source"/>
+    <field name="source"/>
+    <newline/>
+    <label name="party"/>
+    <field name="party"/>
+    <label name="currency"/>
+    <field name="currency"/>
+    <newline/>
+    <label name="payment_term"/>
+    <field name="payment_term"/>
+    <label name="incoterm"/>
+    <field name="incoterm"/>
+    <newline/>
+    <label name="quantity"/>
+    <field name="quantity"/>
+    <label name="unit"/>
+    <field name="unit"/>
+    <newline/>
+    <label name="unit_price"/>
+    <field name="unit_price"/>
+    <label name="price_type"/>
+    <field name="price_type"/>
+    <newline/>
+    <label name="clear_fees"/>
+    <field name="clear_fees"/>
+    <label name="clear_pricing_components"/>
+    <field name="clear_pricing_components"/>
+    <newline/>
+    <label name="create_matched_mirror"/>
+    <field name="create_matched_mirror"/>
+    <label name="mirror_party"/>
+    <field name="mirror_party"/>
+</form>