Open [IMP] account_exchange_difference_invoice: Add demo data (approach 2)

account_exchange_difference_invoice/__init__.py

@@ -1,2 +1,3 @@
 from . import models
 from . import wizards
+from . import demo

account_exchange_difference_invoice/__manifest__.py

@@ -7,17 +7,19 @@
     "license": "AGPL-3",
     "depends": [
         "account_debit_note",
+        "account_payment_pro",  # es para data demo con counterpart currency y demás, estrictamente no es necesario
+        "l10n_ar_tax",  # ex por data demo (y la realidad es el único país que usa esta funcionalidad por ahora)
     ],
     "data": [
         "security/ir.model.access.csv",
         "views/account_move_line_views.xml",
         "wizards/exchange_difference_wizard_views.xml",
         "views/res_config_settings.xml",
     ],
+    "demo": [
+        "demo/account_exchange_demo.xml",
+    ],
     "installable": False,
     "auto_install": False,
     "application": False,
-    "demo": [
-        "demo/demo_data.xml",
-    ],
 }

account_exchange_difference_invoice/demo/__init__.py

@@ -0,0 +1 @@
+from . import account_exchange_demo

account_exchange_difference_invoice/demo/account_exchange_demo.py

@@ -0,0 +1,154 @@
+import logging
+
+from dateutil.relativedelta import relativedelta
+from odoo import Command, api, fields, models
+
+_logger = logging.getLogger(__name__)
+
+
+class AccountChartTemplate(models.AbstractModel):
+    _inherit = "account.chart.template"
+
+    @api.model
+    def _install_exchange_diff_demo(self, companies):
+        """Crea data demo para probar este modulo.
+        La idea es usar esté método también para instanciar la data de tests.
+        Por ahora está utilizando algo de data demo (l10n_ar_tax.res_partner_adhoc_caba, product.product_product_2)
+        Eventualemnte, para que los tests NO dependan de data demo, podriamos antes de llamar a este método
+        verificar si existen esos registros y crearlos si no existen con esos xmlids para que funcione bien.
+        """
+        for company in companies.filtered(lambda x: x.country_code == "AR"):
+            _logger.info("Creating exchange demo data for company: %s", company.name)
+            self = self.with_company(company)
+
+            demo_data = {
+                "res.currency.rate": self._exchange_diff_invoice_demo_rates(),
+                "account.move": self._exchange_diff_invoice_demo_invoices(),
+                "account.journal": self._exchange_diff_invoice_demo_journals(),
+            }
+
+            # skip_readonly_check es solo para poder hacer pruebas de volver a cargar data
+            self.sudo().with_context(skip_pdf_attachment_generation=True, skip_readonly_check=True)._load_data(
+                demo_data
+            )
+            self._exchange_diff_invoice_demo_post_invoices()
+            self._exchange_diff_invoice_demo_create_payments()
+
+    @api.model
+    def _exchange_diff_invoice_demo_rates(self):
+        first_day_of_month = fields.Date.today() + relativedelta(day=1)
+        rates = [1000, 1100, 1200, 1300]  # 01, 02, 03, 04 of actual month
+        rates_data = {}
+        for days_ago, rate_value in enumerate(rates):
+            date_value = first_day_of_month + relativedelta(days=days_ago)
+            rates_data[f"exchange_rate_{days_ago}"] = {
+                "currency_id": "base.USD",
+                "name": date_value.isoformat(),
+                "rate": 1 / rate_value,
+            }
+        return rates_data
+
+    @api.model
+    def _exchange_diff_invoice_demo_invoices(self):
+        """Create demo invoices in USD with specific amounts and tax breakdown."""
+        first_day_of_month = fields.Date.today() + relativedelta(day=1)
+        return {
+            "demo_invoice_1": {
+                "move_type": "out_invoice",
+                "partner_id": "l10n_ar_tax.res_partner_adhoc_caba",
+                "currency_id": "base.USD",
+                "invoice_date": first_day_of_month,
+                "invoice_line_ids": [Command.create({"product_id": "product.product_product_2", "quantity": 1})],
+            },
+            "demo_invoice_2": {
+                "move_type": "out_invoice",
+                "partner_id": "l10n_ar_tax.res_partner_adhoc_caba",
+                "currency_id": "base.USD",
+                "invoice_date": first_day_of_month + relativedelta(days=1),
+                "invoice_line_ids": [Command.create({"product_id": "product.product_product_2", "quantity": 1})],
+            },
+            "demo_invoice_3": {
+                "move_type": "out_invoice",
+                "partner_id": "l10n_ar_tax.res_partner_adhoc_caba",
+                "currency_id": "base.USD",
+                "invoice_date": first_day_of_month + relativedelta(days=2),
+                "invoice_line_ids": [Command.create({"product_id": "product.product_product_2", "quantity": 1})],
+            },
+            # otro partner y otra jurisdicción
+            "demo_invoice_4": {
+                "move_type": "out_invoice",
+                "partner_id": "l10n_ar.res_partner_gritti_agrimensura",
+                "currency_id": "base.USD",
+                "invoice_date": first_day_of_month,
+                "invoice_line_ids": [Command.create({"product_id": "product.product_product_2", "quantity": 1})],
+            },
+        }
+
+    @api.model
+    def _exchange_diff_invoice_demo_post_invoices(self):
+        invoices = self.env["account.move"]
+        for xmlid in self._exchange_diff_invoice_demo_invoices().keys():
+            invoices |= self.ref(xmlid)
+        invoices.filtered(lambda m: m.state == "draft").action_post()
+
+    @api.model
+    def _exchange_diff_invoice_demo_create_payments(self):
+        first_day_of_month = fields.Date.today() + relativedelta(day=1)
+        for invoices_xml_ids, payment_date in [
+            (["demo_invoice_1", "demo_invoice_2"], first_day_of_month + relativedelta(days=2)),
+            (["demo_invoice_3"], first_day_of_month + relativedelta(days=3)),
+            (["demo_invoice_4"], first_day_of_month + relativedelta(days=1)),
+        ]:
+            invoices = self.env["account.move"]
+            for xmlid in invoices_xml_ids:
+                invoices |= self.ref(xmlid)
+
+            amount_residual = sum(invoices.mapped("amount_residual"))
+            if not amount_residual:
+                continue
+
+            l10n_ar_withholding_vals = []
+            # para facturas de clientes las retenciones se agregan manualmente
+            # ACTIVAR CUANDO TENGAMOS SOPORTADAS LAS RETENCIONES EN USD
+            # if invoices[0].move_type == "out_invoice":
+            #     withholding_amount = 1.1
+            #     # para jugar con distintos casos usamos la provincia del cliente y suponemos que nos retiene de la misma jurisdicción
+            #     tax = self.env["account.tax"].search(
+            #         [
+            #             ("company_id", "=", invoices[0].company_id.id),
+            #             ("l10n_ar_state_id", "!=", invoices[0].partner_id.state_id.id),
+            #             ("l10n_ar_state_id.country_id.code", "=", "AR"),
+            #             ("l10n_ar_withholding_payment_type", "=", "customer"),
+            #         ],
+            #         limit=1,
+            #     )
+            #     l10n_ar_withholding_vals = [
+            #         Command.create(
+            #             {
+            #                 "name": "0001-00000001",
+            #                 "tax_id": tax.id,
+            #                 "amount": withholding_amount,
+            #             }
+            #         )
+            #     ]
+            #     amount_residual -= withholding_amount
+
+            vals = {
+                "amount": amount_residual,
+                "date": payment_date,
+                "journal_id": self.ref("demo_cash_usd").id,
+                "l10n_ar_withholding_line_ids": l10n_ar_withholding_vals,
+            }
+            action_context = invoices.action_register_payment()["context"]
+            payment = self.env["account.payment"].with_context(**action_context).create(vals)
+            payment.action_post()
+
+    @api.model
+    def _exchange_diff_invoice_demo_journals(self):
+        return {
+            "demo_cash_usd": {
+                "name": "Caja USD",
+                "type": "cash",
+                "currency_id": "base.USD",
+            },
+        }

account_exchange_difference_invoice/demo/account_exchange_demo.xml

@@ -0,0 +1,6 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <function model="account.chart.template" name="_install_exchange_diff_demo">
+        <value model="res.company" eval="obj().env.ref('base.company_ri')"/>
+    </function>
+</odoo>