admin.greg/Warranty-Claim-Odoo
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vendor payment and email
This commit is contained in:
greg
2025-12-03 09:47:06 -06:00
parent 721405a3db
commit f2364cf10f
9 changed files with 588 additions and 98 deletions
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models/sale_order_warranty.py
+121 -29
View File
@@ -1,7 +1,20 @@
from odoo import api, fields, models
class SaleOrder(models.Model):
_inherit = "sale.order"
# ClaimID
warranty_claim_ids = fields.One2many(
"bec.warranty.claim",
"sale_order_id",
string="Warranty Claims"
)
compressor_tag_image = fields.Binary(
string="Compressor Tag Photo",
related="warranty_claim_ids.compressor_tag_image",
readonly=True
)
# Checkbox under customer
warranty_order = fields.Boolean(string="Warranty Order")
@@ -17,6 +30,7 @@ class SaleOrder(models.Model):
[
("90_day", "90 Day Warranty"),
("cabinet", "Cabinet Warranty"),
("compressor", "Compressor Warranty"),
("other", "Other"),
],
string="Warranty Type",
@@ -26,7 +40,9 @@ class SaleOrder(models.Model):
warranty_true_vendor_id = fields.Many2one(
"res.partner",
string="True Vendor",
domain="[('supplier_rank', '>', 0)]",
related="warranty_manufacturer_id.vendor_id",
store=True,
readonly=True,
)
# Fields manufacturer requires
@@ -49,11 +65,13 @@ class SaleOrder(models.Model):
store=False,
)
@api.depends("order_line.product_id")
@api.depends("order_line.product_id", "partner_id")
def _compute_warranty_original_sale_ids(self):
"""Find previous sales orders for the same customer containing any
of the products on this warranty order.
"""
SaleOrder = self.env["sale.order"]
for order in self:
if not order.partner_id or not order.order_line:
order.warranty_original_sale_ids = False
@@ -64,17 +82,89 @@ class SaleOrder(models.Model):
order.warranty_original_sale_ids = False
continue
candidates = self.search([
("id", "!=", order.id),
# Build domain safely
domain = [
("partner_id", "=", order.partner_id.id),
("state", "in", ["sale", "done"]),
("order_line.product_id", "in", product_ids),
], limit=50)
]
# Avoid comparing with NewId_*; use the real DB id if it exists
if order._origin and order._origin.id:
domain.append(("id", "!=", order._origin.id))
candidates = SaleOrder.search(domain, limit=50)
order.warranty_original_sale_ids = candidates
# ---------- create draft claim on SO confirm ----------
def action_confirm(self):
res = super().action_confirm()
for order in self:
if not order.warranty_order:
continue
# Avoid duplicate claims if already created (button or earlier run)
if order.warranty_claim_ids:
continue
# Build claim lines from all SO lines
line_commands = []
for so_line in order.order_line:
if not so_line.product_id:
continue
line_commands.append((0, 0, {
"sale_line_id": so_line.id,
"product_id": so_line.product_id.id,
"quantity": so_line.product_uom_qty,
# You can adjust these if later you have per-line model/serial
"model": order.warranty_model,
"serial_number": order.warranty_serial,
"failure": order.warranty_failure,
}))
claim_vals = {
"sale_order_id": order.id,
"partner_id": order.partner_id.id,
"manufacturer_id": order.warranty_manufacturer_id.id,
"true_vendor_id": order.warranty_true_vendor_id.id,
"model": order.warranty_model,
"serial_number": order.warranty_serial,
"failure": order.warranty_failure,
"warranty_type": order.warranty_type,
"original_sale_order_id": order.warranty_original_sale_id.id,
}
if line_commands:
claim_vals["line_ids"] = line_commands
self.env["bec.warranty.claim"].create(claim_vals)
return res
# ------------------------------------------------------------
def action_create_warranty_claim(self):
"""Button on SO warranty tab: create a warranty.claim pre-filled."""
"""Button on SO warranty tab: create a warranty claim pre-filled."""
self.ensure_one()
# Build claim lines from all SO lines on this order
line_commands = []
for so_line in self.order_line:
if not so_line.product_id:
continue
line_commands.append((0, 0, {
"sale_line_id": so_line.id,
"product_id": so_line.product_id.id,
"quantity": so_line.product_uom_qty,
"model": self.warranty_model,
"serial_number": self.warranty_serial,
"failure": self.warranty_failure,
}))
claim_vals = {
"sale_order_id": self.id,
"partner_id": self.partner_id.id,
@@ -86,31 +176,33 @@ class SaleOrder(models.Model):
"warranty_type": self.warranty_type,
"original_sale_order_id": self.warranty_original_sale_id.id,
}
claim = self.env["warranty.claim"].create(claim_vals)
if line_commands:
claim_vals["line_ids"] = line_commands
claim = self.env["bec.warranty.claim"].create(claim_vals)
action = self.env.ref("odoo_warranty_claims.action_warranty_claims").read()[0]
action["res_id"] = claim.id
action["views"] = [(self.env.ref("odoo_warranty_claims.view_warranty_claim_form").id, "form")]
return action
def _create_invoices(self, grouped=False, final=False, date=None):
invoices = super()._create_invoices(grouped=grouped, final=final, date=date)
for order in self:
if order.warranty_order:
# Link customer invoice(s) to the new claim
claim = self.env["warranty.claim"].create({
"sale_order_id": order.id,
"partner_id": order.partner_id.id,
"manufacturer_id": order.warranty_manufacturer_id.id,
"true_vendor_id": order.warranty_true_vendor_id.id,
"model": order.warranty_model,
"serial_number": order.warranty_serial,
"failure": order.warranty_failure,
"warranty_type": order.warranty_type,
"original_sale_order_id": order.warranty_original_sale_id.id,
"invoice_customer_ids": [(6, 0, invoices.ids)],
})
# you could also auto-open or email here, but usually this is backend logic
return invoices
def _create_invoices(self, grouped=False, final=False, date=None):
invoices = super()._create_invoices(grouped=grouped, final=final, date=date)
for order in self:
if order.warranty_order:
# Link customer invoice(s) to the new claim
claim = self.env["bec.warranty.claim"].create({
"sale_order_id": order.id,
"partner_id": order.partner_id.id,
"manufacturer_id": order.warranty_manufacturer_id.id,
"true_vendor_id": order.warranty_true_vendor_id.id,
"model": order.warranty_model,
"serial_number": order.warranty_serial,
"failure": order.warranty_failure,
"warranty_type": order.warranty_type,
"original_sale_order_id": order.warranty_original_sale_id.id,
"invoice_customer_ids": [(6, 0, invoices.ids)],
})
# you could also auto-open or email here, but usually this is backend logic
return invoices
models/warranty_claim.py
+168 -9
View File
@@ -1,13 +1,22 @@
from odoo import api, fields, models
from odoo import api, fields, models, _
from odoo.exceptions import UserError
class WarrantyClaim(models.Model):
_name = "warranty.claim"
_name = "bec.warranty.claim"
_description = "Warranty Claim"
_inherit = ["mail.thread", "mail.activity.mixin"]
_order = "create_date desc"
name = fields.Char("Claim Reference", required=True, copy=False, default="New", tracking=True)
install_date = fields.Date("Date of Install")
failure_date = fields.Date("Date of Failure")
resolution_type = fields.Selection(
[
("credit", "Credit"),
("replacement", "Replacement"),
],
string="Requested Resolution",
)
# Link to the customer and various parties
partner_id = fields.Many2one("res.partner", string="Customer", tracking=True)
manufacturer_id = fields.Many2one("warranty.manufacturer", string="Manufacturer")
@@ -46,6 +55,19 @@ class WarrantyClaim(models.Model):
)
# Technical / product fields
line_ids = fields.One2many(
"bec.warranty.claim.line",
"claim_id",
string="Claim Lines",
)
# customer credit (customer credit note / refund)
# customer_credit_id = fields.Many2one(
# 'account.move',
# string="Customer Credit",
# domain=[('move_type', '=', 'out_refund')],
# tracking=True,
# )
product_id = fields.Many2one("product.product", string="Product")
model = fields.Char("Model")
serial_number = fields.Char("Serial Number")
@@ -54,6 +76,7 @@ class WarrantyClaim(models.Model):
[
("90_day", "90 Day Warranty"),
("cabinet", "Cabinet Warranty"),
("compressor", "Compressor Warranty"),
("other", "Other"),
],
string="Warranty Type",
@@ -63,7 +86,6 @@ class WarrantyClaim(models.Model):
[
("draft", "Draft"),
("sent", "Sent to Vendor"),
("in_progress", "In Progress"),
("approved", "Approved"),
("rejected", "Rejected"),
("done", "Done"),
@@ -73,6 +95,61 @@ class WarrantyClaim(models.Model):
tracking=True,
)
company_id = fields.Many2one(
"res.company",
string="Company",
default=lambda self: self.env.company,
required=True,
)
compressor_tag_image = fields.Binary(
string="Compressor Tag Photo",
attachment=True,
help="Photo of the compressor nameplate/tag required for compressor warranty claims.",
)
@api.constrains("warranty_type", "compressor_tag_image")
def _check_compressor_tag_image_required(self):
for claim in self:
# adjust 'compressor' to your actual selection key
if claim.warranty_type == "compressor" and not claim.compressor_tag_image:
raise ValidationError(
_("A compressor tag photo is required for compressor warranty claims.")
)
currency_id = fields.Many2one(
"res.currency",
string="Currency",
related="company_id.currency_id",
store=True,
readonly=True,
)
vendor_move_id = fields.Many2one(
"account.move",
string="Vendor Credit / Invoice",
help="Vendor credit note or invoice used to reimburse this warranty claim.",
)
vendor_move_amount = fields.Monetary(
string="Vendor Amount",
currency_field="currency_id",
compute="_compute_vendor_move_amount",
store=False,
)
vendor_move_state = fields.Selection(
related="vendor_move_id.state",
string="Vendor Doc State",
readonly=True,
)
@api.depends("vendor_move_id")
def _compute_vendor_move_amount(self):
for claim in self:
claim.vendor_move_amount = claim.vendor_move_id.amount_total if claim.vendor_move_id else 0.0
@api.model
def create(self, vals):
if vals.get("name", "New") == "New":
@@ -85,10 +162,92 @@ class WarrantyClaim(models.Model):
return super().create(vals)
def action_send_to_vendor(self):
"""Uses an email template and moves to 'sent' state."""
"""Open email wizard prefilled with the warranty template."""
self.ensure_one()
template = self.env.ref("odoo_warranty_claims.mail_template_warranty_claim", raise_if_not_found=False)
if template:
template.send_mail(self.id, force_send=True)
# get template (adjust the XML ID if your template id is different)
template = self.env.ref(
"warranty_claim.mail_template_warranty_claim_90day",
raise_if_not_found=False,
)
compose_form = self.env.ref(
"mail.email_compose_message_wizard_form",
raise_if_not_found=False,
)
# move to Sent state right away (optional – comment this out if you prefer manual)
self.state = "sent"
return True
ctx = {
"default_model": self._name,
"default_res_ids": [self.id],
"default_use_template": bool(template),
"default_template_id": template.id if template else False,
"default_composition_mode": "comment",
"force_email": True,
}
return {
"name": _("Send Warranty Email"),
"type": "ir.actions.act_window",
"res_model": "mail.compose.message",
"view_mode": "form",
"views": [(compose_form.id, "form")],
"target": "new",
"context": ctx,
}
def action_create_vendor_credit(self):
self.ensure_one()
move = self.env["account.move"].create({
"move_type": "in_refund",
"partner_id": self.true_vendor_id.id,
"invoice_date": fields.Date.today(),
"invoice_line_ids": [
(0, 0, {
"name": f"Warranty Claim {self.name}",
"quantity": 1,
"price_unit": self.product_id.standard_price * -1, # or reimburse amount
"account_id": self.env.company.warranty_expense_account_id.id if hasattr(self.env.company, 'warranty_expense_account_id') else None,
})
],
})
self.vendor_credit_id = move.id
return {
"name": "Vendor Credit Note",
"type": "ir.actions.act_window",
"res_model": "account.move",
"view_mode": "form",
"res_id": move.id,
"target": "current",
}
class WarrantyClaimLine(models.Model):
_name = "bec.warranty.claim.line"
_description = "Warranty Claim Line"
claim_id = fields.Many2one(
"bec.warranty.claim",
string="Warranty Claim",
required=True,
ondelete="cascade",
)
sale_line_id = fields.Many2one(
"sale.order.line",
string="Sales Order Line",
)
product_id = fields.Many2one(
"product.product",
string="Product",
required=True,
)
quantity = fields.Float(
string="Quantity",
default=1.0,
)
model = fields.Char("Model")
serial_number = fields.Char("Serial Number")
failure = fields.Text("Failure Description")