[MOD] invoice refund and tariff change

Added extra filters to both wizards
Added functionality on tariff change to also change the insurance of X invoice lines

models/account_invoice.py

@@ -67,3 +67,4 @@ class AccountInvoiceLine(models.Model):
     descriptor_id = fields.Many2one('medical.benefit.descriptor','Descriptor')
     professional_id = fields.Many2one('res.partner','Professional')
     patient_id = fields.Many2one('res.partner',string='Patient',related='benefit_id.patient_id')
+    benefit_date = fields.Date("Benefit Date",related="benefit_id.benefit_date")

wizard/account_invoice_refund.py

@@ -20,15 +20,41 @@ _logger = logging.getLogger(__name__)
 class AccountInvoiceRefund(models.TransientModel):
     _inherit = "account.invoice.refund"
 
+    professional_id = fields.Many2one('res.partner','Professional')
     descriptor_id = fields.Many2one('medical.benefit.descriptor','Descriptor')
+    date_from = fields.Date('Date from')
+    date_to = fields.Date('Date to')
 
     @api.multi
-    def button_add_descriptor_lines(self):
+    def button_remove_all_lines(self):
+        self.write({'invoice_line_ids': [(5,0,0)]})
+        return {
+            'context': self.env.context,
+            'view_type': 'form',
+            'view_mode': 'form',
+            'res_model': 'account.invoice.refund',
+            'res_id': self.id,
+            'view_id': False,
+            'type': 'ir.actions.act_window',
+            'target': 'new',
+        }
+
+
+    @api.multi
+    def button_add_filtered_lines(self):
+        invoice = self.env['account.invoice'].browse(self._context.get('active_id',False))
+        invoice_lines = invoice.invoice_line_ids.filtered(lambda x:x.benefit_id.state not in ['not_charged','charged','for_reinvoicing'] and x.benefit_id.invoice_id == invoice)
         if self.descriptor_id:
-            invoice = self.env['account.invoice'].browse(self._context.get('active_id',False))
-            invoice_lines = invoice.invoice_line_ids.filtered(lambda x:x.benefit_id.state not in ['not_charged','charged','for_reinvoicing'] and x.descriptor_id.id == self.descriptor_id.id and x.benefit_id.invoice_id == invoice)
-            for il in invoice_lines:
-                self.write({'invoice_line_ids': [(4,il.id)]})
+            invoice_lines = invoice_lines.filtered(lambda x:x.descriptor_id == self.descriptor_id)
+        if self.professional_id:
+            invoice_lines = invoice_lines.filtered(lambda x:x.professional_id == self.professional_id)
+        if self.date_from:
+            invoice_lines = invoice_lines.filtered(lambda x:x.benefit_date >= self.date_from)
+        if self.date_to:
+            invoice_lines = invoice_lines.filtered(lambda x:x.benefit_date <= self.date_to)
+
+        for il in invoice_lines:
+            self.write({'invoice_line_ids': [(4,il.id)]})
         return {
             'context': self.env.context,
             'view_type': 'form',
@@ -46,10 +72,12 @@ class AccountInvoiceRefund(models.TransientModel):
         invoice = self.env['account.invoice'].browse(self._context.get('active_id',False))
         invoice_lines = invoice.invoice_line_ids.filtered(lambda x:x.benefit_id.state not in ['not_charged','charged','for_reinvoicing'] and x.benefit_id.invoice_id == invoice)
         descriptors = invoice_lines.mapped('descriptor_id')
+        professionals = invoice_lines.mapped('professional_id')
         return {
             'domain':{
                 'invoice_line_ids': [('id','in',invoice_lines.ids)],
                 'descriptor_id': [('id','in',descriptors.ids)],
+                'professional_id': [('id','in',professionals.ids)],
             }
         }
 

wizard/account_invoice_refund_view.xml

@@ -6,14 +6,30 @@
         <field name="model">account.invoice.refund</field>
         <field name="inherit_id" ref="account.view_account_invoice_refund"/>
         <field name="arch" type="xml">
-            <xpath expr="//field[@name='invoice_line_ids']" position="after">
-                <group>
-                    <label for="descriptor_id"/>
-                    <div class="o_row">
-                        <field name="descriptor_id"/>
-                        <button type="object" string="Add lines" name="button_add_descriptor_lines" class="oe_stat_button"/>
+            <xpath expr="//notebook[@name='refund_notebook']" position="inside">
+                <page string="Filters">
+                    <p style="text-align:center;">Fill only the necessary fields to filter, leave in blank to add all available lines</p>
+                    <group>
+                        <field name="descriptor_id" options="{'no_create_edit': True}"/>
+                    </group>
+                    <group>
+                        <field name="professional_id" options="{'no_create_edit': True}"/>
+                    </group>
+                    <group>
+                        <label for="date_from" string="Date"/>
+                        <div>
+                            From <field name="date_from" class="oe_inline"/> to <field name="date_to" class="oe_inline"/>
+                        </div>
+                    </group>
+                    <div style="text-align:right;">
+                        <button name="button_add_filtered_lines" type="object" string="Add Lines" class="oe_highlight"/>
                     </div>
-                </group>
+                </page>
+            </xpath>
+            <xpath expr="//field[@name='invoice_line_ids']" position="after">
+                <div style="text-align:right;">
+                    <button name="button_remove_all_lines" type="object" string="Remove all lines" class="oe_highlight"/>
+                </div>
             </xpath>
             <xpath expr="//field[@name='invoice_line_ids']/tree/field[@name='name']" position="after">
                 <field name="descriptor_id"/>

wizard/account_invoice_tariff_change.py

@@ -8,6 +8,8 @@ import logging
 
 from odoo import models, api, fields, _
 from odoo.exceptions import ValidationError, UserError
+from datetime import datetime
+from dateutil.relativedelta import relativedelta
 # from odoo.exceptions import except_orm
 # from odoo.addons.decimal_precision import decimal_precision as dp
 # from odoo.tools import DEFAULT_SERVER_DATE_FORMAT, \
@@ -21,16 +23,44 @@ class WizardAccountInvoiceTariffChange(models.TransientModel):
     _name = "wizard.account.invoice.tariff.change"
     _description = "Wizard change tariff from all lines with the selected descriptor"
 
+    state = fields.Selection([
+        ('change_tariff', 'Change Tariff'),
+        ('change_insurance', 'Change Insurance')
+    ], string='Action', default='change_tariff')
+
     descriptor_id = fields.Many2one('medical.benefit.descriptor','Descriptor',domain=lambda x: x.get_domain_descriptor_id())
+    professional_id = fields.Many2one('res.partner','Professional',domain=lambda x: x.get_domain_professional_id())
+    date_from = fields.Date('Date from')
+    date_to = fields.Date('Date to')
     price = fields.Float('Price')
+    insurance_id = fields.Many2one('health.insurance.plan','New Insurance',domain=lambda x: x.get_domain_insurance_id())
+
+    @api.multi
+    def get_domain_insurance_id(self):
+        domain = []
+        invoice = self.env['account.invoice'].browse(self._context.get('active_id',False))
+        plan = invoice.partner_id.insurance_plan_id
+        if plan:
+            domain.extend([('insurance_id','=',plan.insurance_id.id)])
+        return domain
+
+    @api.multi
+    def get_domain_professional_id(self):
+        domain = []
+        invoice = self.env['account.invoice'].browse(self._context.get('active_id',False))
+        professionals = invoice.invoice_line_ids.mapped('professional_id')
+        if professionals:
+            domain.append(('id','in',professionals.ids))
+        return domain
 
     @api.multi
     def get_domain_descriptor_id(self):
+        domain = []
         invoice = self.env['account.invoice'].browse(self._context.get('active_id',False))
         descriptors = invoice.invoice_line_ids.mapped('descriptor_id')
         if descriptors:
-            return [('id','in',descriptors.ids)]
-        return [()]
+            domain.append(('id','in',descriptors.ids))
+        return domain
 
     @api.onchange('descriptor_id')
     def onchange_descriptor_id(self):
@@ -45,10 +75,90 @@ class WizardAccountInvoiceTariffChange(models.TransientModel):
             self.price = 0
 
     @api.multi
-    def button_change_tariff(self):
+    def filter_lines(self):        
         invoice = self.env['account.invoice'].browse(self._context.get('active_id',False))
-        lines = invoice.invoice_line_ids.filtered(lambda x: x.descriptor_id.id == self.descriptor_id.id)
-        lines.write({
-            'price_unit': self.price,
-        })
+        invoice_lines = invoice.invoice_line_ids
+        if self.descriptor_id:
+            invoice_lines = invoice_lines.filtered(lambda x:x.descriptor_id == self.descriptor_id)
+        if self.professional_id:
+            invoice_lines = invoice_lines.filtered(lambda x:x.professional_id == self.professional_id)
+        if self.date_from:
+            invoice_lines = invoice_lines.filtered(lambda x:x.benefit_date >= self.date_from)
+        if self.date_to:
+            invoice_lines = invoice_lines.filtered(lambda x:x.benefit_date <= self.date_to)
+        return invoice_lines
+
+    @api.multi
+    def button_change_tariff(self):
+        invoice_lines = self.filter_lines()
+        if invoice_lines:
+            invoice_lines.write({
+                'price_unit': self.price,
+            })
+    
+    @api.multi
+    def button_change_insurance(self):
+        current_invoice_lines = self.filter_lines()
+        current_invoice = self.env['account.invoice'].browse(self._context.get('active_id',False))
+        AI_obj = self.env['account.invoice']
+        insurance_plan = self.insurance_id
+        date_invoice = str(datetime.now())
+        for plan in insurance_plan:
+            insurance_config = self.env['medical.invoice.config'].search([('insurance_id', '=', plan.insurance_id.id)])
+            date_due_invoice = str(datetime.now() + relativedelta(
+                months=insurance_config.due_months if insurance_config else 1)
+            )
+            benefits = current_invoice_lines.mapped('benefit_id')
+            if not benefits:
+                continue
+            account_id = insurance_config.product_id.categ_id.property_account_income_categ_id.id
+            product_id = insurance_config.product_id.id
+            invoice_lines = [{
+                'name': rec.name_get()[0][1],
+                'price_unit': rec.price / rec.quantity,
+                'quantity': rec.quantity,
+                'account_id': account_id,
+                'product_id': product_id,
+                'benefit_id': rec.id,
+                'descriptor_id': rec.descriptor_id.id,
+                'professional_id': rec.professional_id.id,
+            } for rec in benefits ]
+            invoice_line_ids = self.env['account.invoice.line'].create(invoice_lines).ids
+            invoice = AI_obj.create({
+                'currency_id': self.env.user.company_id.currency_id.id,
+                'date_invoice': date_invoice,
+                'partner_id': plan.partner_id.id,
+                'journal_id': 1,
+                'company_id': self.env.user.company_id.id,
+                'name': plan.partner_id.name,
+                'type': 'out_invoice',
+                'medical_invoice_id': current_invoice.medical_invoice_id.id,
+                'invoice_line_ids': [[6, 0] + [invoice_line_ids]]
+            })
+            invoice._onchange_partner_id()
+            invoice.write({'date_due': date_due_invoice})
+            for invoice_line in invoice.invoice_line_ids:
+                company_id = invoice_line.company_id or self.env.user.company_id
+                taxes = invoice_line.product_id.taxes_id.filtered(
+                    lambda r: r.company_id == company_id
+                ) or invoice_line.account_id.tax_ids or invoice_line.invoice_id.company_id.account_sale_tax_id
+                invoice_line.invoice_line_tax_ids = invoice_line.professional_id.property_account_position_id.map_tax(
+                    taxes, invoice_line.product_id, invoice_line.professional_id
+                )
+            invoice._onchange_invoice_line_ids()
+        for line in current_invoice_lines:
+            current_invoice.write({'invoice_line_ids': [(2,line.id)]})
+        if not current_invoice.invoice_line_ids:
+            current_invoice.unlink()
+
+        return {
+            'context': self.env.context,
+            'view_type': 'form',
+            'view_mode': 'form',
+            'res_model': 'account.invoice',
+            'res_id': invoice.id,
+            'view_id': self.env.ref('account.invoice_form').id,
+            'type': 'ir.actions.act_window',
+        }
+
 

wizard/account_invoice_tariff_change_view.xml

@@ -6,12 +6,23 @@
         <field name="model">wizard.account.invoice.tariff.change</field>
         <field name="arch" type="xml">
             <form string="Tariff Change">
+                <p style="text-align:center;">Fill only the necessary fields to filter, leave in blank to add all available lines</p>
                 <group>
-                    <field name="descriptor_id"/>
-                    <field name="price"/>
+                    <field name="state" widget="radio"/>
+                </group>
+                <group>
+                    <field name="insurance_id" states="change_insurance" options="{'no_create_edit': True}"/>
+                    <field name="descriptor_id" options="{'no_create_edit': True}"/>
+                    <field name="professional_id" options="{'no_create_edit': True}"/>
+                    <label for="date_from" string="Date"/>
+                    <div>
+                        From <field name="date_from" class="oe_inline"/> to <field name="date_to" class="oe_inline"/>
+                    </div>
+                    <field name="price" states="change_tariff"/>
                 </group>
                 <footer>
-                    <button type="object" class="oe_highlight" name="button_change_tariff" string="Change Tariff"/>
+                    <button type="object" class="oe_highlight" name="button_change_tariff" string="Change Tariff" states="change_tariff"/>
+                    <button type="object" class="oe_highlight" name="button_change_insurance" string="Change Insurance" states="change_insurance"/>
                     <button type="special" special="cancel" string="Cancel"/>
                 </footer>
             </form>