[IMP] odex_takaful: sponsor replacement

odex25_ensan/odex_takaful/__manifest__.py

@@ -58,6 +58,7 @@
         'wizards/refund_payment_wizard.xml',
         'wizards/add_details_wizard.xml',
         'wizards/donation_extension_wizard.xml',
+        'wizards/replace_sponsor_wizard.xml',
         'views/donations_details_lines.xml',
         'views/donation_extension_history_views.xml',
         'views/sponsorship_scheduling_line.xml',

odex25_ensan/odex_takaful/models/__init__.py

@@ -26,4 +26,5 @@ from . import res_config_settings
 from . import product
 from . import donation_details_lines
 from . import donation_extension_history
-from . import family_member
+from . import family_member
+from . import sponsorship_scheduling_line

odex25_ensan/odex_takaful/models/account_move.py

@@ -147,7 +147,7 @@ class AccountRegisterPayment(models.TransientModel):
                 line.sponsorship_mechanism_id.sponsor_id.sudo().is_sponsor_portal = True
             
             states = all_lines.mapped('state')
-            if any(state in ['draft', 'waiting', 'active'] for state in states):
+            if 'draft' in states:
                 sponsorship.state = 'wait_pay'
             else:
                 sponsorship.state = 'paid'
@@ -184,20 +184,31 @@ class AccountRegisterPayment(models.TransientModel):
                 line.tax_ids = taxes
                 line.product_uom_id = line._get_computed_uom()
 
-        return payments
-
-    def action_create_payments(self):
-        # Call the original method to create payments
-        payments = self._create_payments()
-
-        # Update `move_id` values to include `takaful_sponsorship_id`
+        # TODO: Not sure if this is needed
         if self.is_refund_sponsorship:
             for payment in payments:
                 if payment.move_id:  # Ensure the payment has a move_id
                     payment.move_id.takaful_sponsorship_id = self.takaful_sponsorship_id.id
-        ctx = self.env.context.copy()
 
-        if self._context.get('dont_redirect_to_payments'):
+        return payments
+
+    @api.model
+    def _get_line_batch_key(self, line):
+        res = super(AccountRegisterPayment, self)._get_line_batch_key(line)
+        if self.env.context.get('force_sponsorship_line_partner_id'):
+            res['partner_id'] = self.env.context.get('force_sponsorship_line_partner_id')
+        return res
+
+    def _create_payment_vals_from_wizard(self):
+        res = super(AccountRegisterPayment, self)._create_payment_vals_from_wizard()
+        if self.env.context.get('force_sponsorship_line_partner_id'):
+            res['partner_id'] = self.env.context.get('force_sponsorship_line_partner_id')
+        return res
+
+    def action_create_payments(self):
+        res = super(AccountRegisterPayment, self).action_create_payments()
+        
+        if self.env.context.get('dont_redirect_to_payments'):
             return {
                 'type': 'ir.actions.client',
                 'tag': 'display_notification',
@@ -210,26 +221,4 @@ class AccountRegisterPayment(models.TransientModel):
                 },
             }
 
-        # You can update it as needed
-        ctx.update({
-            'create': False,
-        })
-
-        # Prepare the action for redirection
-        action = {
-            'name': _('Payments'),
-            'type': 'ir.actions.act_window',
-            'res_model': 'account.payment',
-              'context': ctx,
-        }
-        if len(payments) == 1:
-            action.update({
-                'view_mode': 'form',
-                'res_id': payments.id,
-            })
-        else:
-            action.update({
-                'view_mode': 'tree,form',
-                'domain': [('id', 'in', payments.ids)],
-            })
-        return action
+        return res

odex25_ensan/odex_takaful/models/donation_details_lines.py

@@ -52,9 +52,9 @@ class DonationsDetailsLines(models.Model):
     benefit_id_number = fields.Char("Benefit ID Number")
     benefit_family_code = fields.Char("Benefit Family Code")
     editable = fields.Boolean(string="Editable", default=True)  # To differentiate
-    sponsor_id = fields.Many2one('takaful.sponsor', related='sponsorship_id.sponsor_id')
-    sponsor_phone = fields.Char(related='sponsorship_id.sponsor_id.mobile')
-    branch_custom_id = fields.Many2one('branch.settings', related='sponsorship_id.branch_custom_id')
+    sponsor_id = fields.Many2one('takaful.sponsor', compute='_compute_sponsor_id', store=True, readonly=True)
+    sponsor_phone = fields.Char(related='sponsor_id.mobile')
+    branch_custom_id = fields.Many2one('branch.settings', compute='_compute_branch_custom_id')
     record_type = fields.Selection([('sponsorship', 'Sponsorship'),('donation', 'Donation')], compute='_compute_record_type', store=True, readonly=True)
     state = fields.Selection([('draft', 'To Pay'),('waiting', 'Waiting'), ('active', 'Active'),('closed', 'Closed'),('extended', 'Extended'), ('paid', 'Paid')], string='State', default='draft')
     sponsorship_scheduling_line_ids = fields.One2many('sponsorship.scheduling.line', 'donation_detail_linked_id')
@@ -69,6 +69,15 @@ class DonationsDetailsLines(models.Model):
     def _compute_extension_count(self):
         for rec in self:
             rec.extension_count = len(rec.extension_history_ids)
+
+    @api.depends('sponsorship_id', 'sponsorship_mechanism_id')
+    def _compute_sponsor_id(self):
+        for rec in self:
+            rec.sponsor_id = rec.sponsorship_id.sponsor_id or rec.sponsorship_mechanism_id.sponsor_id
+
+    def _compute_branch_custom_id(self):
+        for rec in self:
+            rec.branch_custom_id = rec.sponsorship_id.branch_custom_id or rec.sponsorship_mechanism_id.branch_custom_id
     
     @api.depends('payment_method', 'end_date')
     def _compute_show_extend_button(self):
@@ -599,6 +608,7 @@ class DonationsDetailsLines(models.Model):
                         'beneficiary_id': rec.benefit_id.id,
                         'month_year': month_year,
                         'amount': amount,
+                        'sponsor_id': rec.sponsor_id.id,
                         'scheduled_date': scheduled_date
                     })
             
@@ -786,6 +796,7 @@ class DonationsDetailsLines(models.Model):
                 'sponsorship_line_ids': self.ids,
                 'default_journal_id': self.payment_method_id.journal_id.id,
                 'default_amount': self.total_donation_amount,
+                'force_sponsorship_line_partner_id': self.sponsor_id.partner_id.id,
                 # 'default_payment_method_line_id': payment_method_line.id,
             },
             'target': 'new',
@@ -907,3 +918,16 @@ class DonationsDetailsLines(models.Model):
                 'create': False,
             },
         }
+
+    def replace_sponsor_wizard(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': _('Replace Sponsor'),
+            'res_model': 'replace.sponsor.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'default_donation_detail_id': self.id,
+            },
+        }

odex25_ensan/odex_takaful/models/sponsorship_scheduling_line.py

@@ -0,0 +1,264 @@
+from odoo import models, fields, api, _
+from odoo.exceptions import ValidationError
+import logging
+
+_logger = logging.getLogger(__name__)
+
+class SchedulingLine(models.Model):
+    _name = 'sponsorship.scheduling.line'
+
+    sponsorship_id = fields.Many2one('takaful.sponsorship')
+    sponsorship_state = fields.Selection(related='sponsorship_id.state')
+    donation_detail_linked_id = fields.Many2one('donations.details.lines')
+    sequence_no = fields.Char(default='/', readonly=True, copy=False)
+    beneficiary_id = fields.Many2one('family.member')
+    month_year = fields.Char()
+    scheduled_date = fields.Date(string='Scheduled Date', help='Date when the payment should be automatically processed')
+    amount = fields.Float()
+    refunded_amount = fields.Float(string='Refunded Amount')
+    status = fields.Selection([
+        ('unpaid', 'Unpaid'),
+        ('paid', 'Paid'),
+        ('approve_refund', 'Approve Refund'),
+        ('under_refund', 'Under Refund'),
+        ('partial_refund', 'Partial Refund'),
+        ('fully_refund', 'Fully Refund'),
+    ], copy=False, default='unpaid')
+    sponsor_id = fields.Many2one('takaful.sponsor')
+    payment_method = fields.Selection(related="donation_detail_linked_id.payment_method_id.payment_method")
+    cancel_refund = fields.Boolean(string='Cancel Refund Time', compute="compute_days_after_payment")
+
+    def compute_days_after_payment(self):
+        """Check if the number of hours passed after payment is within the configured limit"""
+        for record in self:
+            days_passed = 0
+            config_param = record.env['ir.config_parameter'].sudo()
+            max_hours = int(config_param.get_param('odex_takaful.cancel_refund', default=0))
+
+            payment_record = record.env['payment.details.lines'].search([
+                '|',
+                ('sponsorship_scheduling_line_id', '=', record.id),
+                ('sponsorship_scheduling_line_ids', 'in', record.id),
+                ('sponsorship_id', '=', record.sponsorship_id.id)
+
+            ], order="payment_date desc", limit=1)
+
+            if payment_record and payment_record.payment_date:
+                now = fields.Datetime.now()
+                payment_datetime = fields.Datetime.to_datetime(payment_record.payment_date)
+                hours_passed = (now - payment_datetime).total_seconds() / 3600  # Convert seconds to hours
+                record.cancel_refund = hours_passed >= max_hours
+            else:
+                record.cancel_refund = False
+    
+
+    def action_register_payment(self):
+        invoice_id = self.env['account.move'].sudo().search([
+            ('takaful_sponsorship_id', '=', self.sponsorship_id.id),
+            ('move_type', '=', 'out_invoice'),
+            ('state', '=', 'posted'),
+            ('payment_state', 'in', ['not_paid', 'partial'])], limit=1, order='id')
+        if not invoice_id:
+            raise ValidationError(_("No invoice found for this sponsorship."))
+        # payment_method_line = self.env['account.payment.method.line'].search([
+        #     ('journal_id', '=', self.payment_method_id.journal_id.id),
+        #     ('payment_type', '=', 'inbound')
+        # ], limit=1)
+        return {
+            'name': _('Register Payment'),
+            'res_model': 'account.payment.register',
+            'view_mode': 'form',
+            'context': {
+                'active_model': 'account.move',
+                'active_ids': invoice_id.ids,
+                'dont_redirect_to_payments': True,
+                'sponsorship_line_ids': self.donation_detail_linked_id.ids,
+                'default_amount': self.amount,
+                'default_journal_id': self.donation_detail_linked_id.payment_method_id.journal_id.id,
+                'schedule_line_payment': True,
+                'schedule_line_id': self.id,
+                'force_sponsorship_line_partner_id': self.donation_detail_linked_id.sponsor_id.partner_id.id,
+            },
+            'target': 'new',
+            'type': 'ir.actions.act_window',
+        }
+
+    def pay_sponsorship_scheduling(self):
+        """
+        Opens the payment details wizard and passes default values.
+        """
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Payment Details',
+            'res_model': 'payment.details.lines',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'default_donation_amount': self.amount,
+                # 'default_remaining_amount': self.amount,
+                'default_sponsorship_id': self.sponsorship_id.id,
+                'default_sponsorship_scheduling_line_id': self.id,
+                'default_payment_method': self.payment_method,
+                'default_payment_method_id': self.donation_detail_linked_id.payment_method_id.id,
+                # 'default_sponsorship_scheduling_line_ids':self.ids,
+            },
+        }
+
+    @api.model
+    def create(self, vals):
+        # Check if sequence_no is not already set
+        if vals.get('sequence_no', '/') == '/':
+            # Assign the next sequence number
+            vals['sequence_no'] = self.env['ir.sequence'].next_by_code('sponsorship.scheduling.line.sequence') or '/'
+        return super(SchedulingLine, self).create(vals)
+    
+    @api.model
+    def cron_process_scheduled_payments(self):
+        today = fields.Date.today()
+        
+        scheduled_lines = self.search([
+            ('scheduled_date', '<=', today),
+            ('status', '=', 'unpaid'),
+        ])
+        
+        _logger.info(f"Found {len(scheduled_lines)} scheduling lines scheduled for {today}")
+        
+        for line in scheduled_lines:
+            donation_line = line.donation_detail_linked_id
+            sponsorship = donation_line.sponsorship_id or donation_line.sponsorship_mechanism_id
+
+            try:
+                if line.payment_method == 'direct_debit':
+                    invoice_id = self.env['account.move'].sudo().search([
+                        ('takaful_sponsorship_id', '=', sponsorship.id),
+                        ('move_type', '=', 'out_invoice'),
+                        ('state', '=', 'posted'),
+                        ('payment_state', 'in', ['not_paid', 'partial'])
+                    ], limit=1)
+                    
+                    if not invoice_id:
+                        _logger.warning(f"No unpaid invoice found for sponsorship {line.sponsorship_id.code}, skipping line {line.sequence_no}")
+                        continue
+                    
+                    journal_id = line.donation_detail_linked_id.payment_method_id.journal_id
+                    if not journal_id:
+                        _logger.warning(f"No journal found for payment method of line {line.sequence_no}")
+                        continue
+                    
+                    payment_register_vals = {
+                        'payment_date': fields.Date.today(),
+                        'amount': line.amount,
+                        'journal_id': journal_id.id,
+                        'communication': f"{line.sponsorship_id.code} - {line.sequence_no}",
+                    }
+
+                    if line.donation_detail_linked_id.payment_method_id.bank_id:
+                        payment_register_vals['partner_bank_id'] = line.donation_detail_linked_id.payment_method_id.bank_id.id
+                    
+                    payment_register = self.env['account.payment.register'].sudo().with_context(
+                        active_model='account.move',
+                        active_ids=invoice_id.ids,
+                        schedule_line_payment=True,
+                        dont_redirect_to_payments=True,
+                        schedule_line_id=line.id,
+                        sponsorship_line_ids=line.donation_detail_linked_id.ids,
+                        from_cron=True,
+                        force_sponsorship_line_partner_id=line.donation_detail_linked_id.sponsor_id.partner_id.id,
+                    ).create(payment_register_vals)
+
+                    payment_register.action_create_payments()
+                    line.sudo().write({'status': 'paid'})
+                    _logger.info(f"Successfully processed scheduled payment for line {line.sequence_no}")
+                else:
+                    _logger.warning(f"Scheduling line {line.sequence_no} payment method is not direct debit, skipping auto-payment")
+                    
+            except Exception as e:
+                _logger.error(f"Error processing scheduled payment for line {line.sequence_no}: {str(e)}")
+                continue
+        
+        return True
+    
+    def action_refund(self):
+        refund_amount = self.amount - self.refunded_amount
+
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Refund Wizard',
+            'res_model': 'refund.wiz',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {
+                'default_payment_method': self.payment_method,
+                'default_payment_method_id': self.donation_detail_linked_id.payment_method_id.id,
+                'default_refund_amount': refund_amount,
+
+            },        }
+
+
+    def approve_refund(self):
+        self.final_refund()
+        self.sponsorship_id.state = 'under_refund'
+
+
+    def final_refund(self):
+        invoice_lines = []
+        unpaid_invoice_exists = self.env['account.move'].search(
+            [('takaful_sponsorship_id', '=', self.sponsorship_id.id), ('move_type', '=', 'out_refund'),
+             ('payment_state', '!=', 'paid')])
+        refund_amount = self.sponsorship_id.refund_details_lines_ids.filtered(
+                lambda r: r.sponsorship_scheduling_line.id == self.id or self.id in r.sponsorship_scheduling_line_ids.ids and r.invoiced == False).mapped('refund_amount')[0] if self.sponsorship_id.refund_details_lines_ids else 0.0
+        sponsor_id = self.sponsorship_id.sponsor_id
+        payment_details_line = self.sponsorship_id.refund_details_lines_ids.filtered(
+                lambda r: r.sponsorship_scheduling_line.id == self.id or self.id in r.sponsorship_scheduling_line_ids.ids).mapped('payment_details_line')
+
+        if unpaid_invoice_exists:
+            raise ValidationError(_("You have Refund invoice not paid"))
+
+        # Check if product exists from donation item
+        product_template = self.donation_detail_linked_id.product_template_id
+        product = self.donation_detail_linked_id.product_id  # Directly linked product
+
+        if not product:
+            # If no product_id exists in product_template, check if a product with the same name exists
+            product = self.env['product.product'].search([('name', '=', product_template.name)], limit=1)
+
+            if not product:
+                # Create new product if it doesn't exist
+                product = self.env['product.product'].create({
+                    'name': product_template.name,
+                    'type': 'service'  # Setting type to service
+                })
+
+        invoice_lines.append((0, 0, {
+            'product_id': product.id,
+            'account_id': self.donation_detail_linked_id.product_template_id.property_account_income_id.id,
+            # The same account for all lines
+            'quantity': 1,  # Qty is 1
+            # The same analytic account
+            'takaful_sponsorship_id': self.sponsorship_id.id,
+            'price_unit': refund_amount,
+            'analytic_account_id': self.sponsorship_id.branch_custom_id.branch.analytic_account_id.id
+        }))
+        Partner = self.env['res.partner'].sudo()
+        partner_id = Partner.search([('id', '=', sponsor_id.partner_id.id)], limit=1) or \
+                     Partner.search([('name', '=', 'Cash Customer')], limit=1)
+        if not partner_id:
+            partner_id = Partner.create({
+                'company_type': 'person',
+                'name': 'Cash Customer'
+            })
+
+        invoice = self.env['account.move'].create({
+            'move_type': 'out_refund',  # Refund Invoice
+            'partner_id': partner_id.id,
+            'invoice_date': fields.Date.today(),
+            'invoice_line_ids': invoice_lines,
+            'takaful_sponsorship_id': self.sponsorship_id.id,
+            'is_refund_sponsorship': True,
+            'sponsorship_scheduling_line': self.id,
+            'payment_details_line': payment_details_line,
+        })
+        invoice.action_post()
+        self.sponsorship_id.refund_details_lines_ids.write({'invoiced': True})
+        return invoice

odex25_ensan/odex_takaful/models/takaful_payment_method.py

@@ -10,7 +10,7 @@ class TakafulPaymentMethod(models.Model):
     payment_method = fields.Selection([
         ("cash", "Cash"),
         ("bank", "Bank Transfer"),
-        ("direct_debit", "Direct Debit")
+        ("direct_debit", "Direct Debit"),
         ("check", "Check"),
         ("network", "Network"),
     ], required=True)

odex25_ensan/odex_takaful/models/takaful_sponorship_model.py

@@ -16,8 +16,6 @@ from odoo.osv import expression
 import logging
 
 
-
-
 def trunc_datetime(someDate):
     # Compare two dates based on Month and Year only
     return someDate.replace(day=1, hour=0, minute=0, second=0, microsecond=0)
@@ -1862,264 +1860,6 @@ class AnotherSponsors(models.Model):
     receive_messages = fields.Boolean(string='Receive messages?')
     note = fields.Char(string='Note')
 
-class SponsorshipSchedulingLine(models.Model):
-    _name = 'sponsorship.scheduling.line'
-
-    sponsorship_id = fields.Many2one('takaful.sponsorship')
-    sponsorship_state = fields.Selection(related='sponsorship_id.state')
-    donation_detail_linked_id = fields.Many2one('donations.details.lines')
-    sequence_no = fields.Char(default='/', readonly=True, copy=False)
-    beneficiary_id = fields.Many2one('family.member')
-    month_year = fields.Char()
-    scheduled_date = fields.Date(string='Scheduled Date', help='Date when the payment should be automatically processed')
-    amount = fields.Float()
-    refunded_amount = fields.Float(string='Refunded Amount')
-    status = fields.Selection([
-        ('unpaid', 'Unpaid'),
-        ('paid', 'Paid'),
-        ('approve_refund', 'Approve Refund'),
-        ('under_refund', 'Under Refund'),
-        ('partial_refund', 'Partial Refund'),
-        ('fully_refund', 'Fully Refund'),
-    ], copy=False, default='unpaid')
-
-    payment_method = fields.Selection(related="donation_detail_linked_id.payment_method_id.payment_method")
-    cancel_refund = fields.Boolean(string='Cancel Refund Time', compute="compute_days_after_payment")
-
-    def compute_days_after_payment(self):
-        """Check if the number of hours passed after payment is within the configured limit"""
-        for record in self:
-            days_passed = 0
-            config_param = record.env['ir.config_parameter'].sudo()
-            max_hours = int(config_param.get_param('odex_takaful.cancel_refund', default=0))
-
-            payment_record = record.env['payment.details.lines'].search([
-                '|',
-                ('sponsorship_scheduling_line_id', '=', record.id),
-                ('sponsorship_scheduling_line_ids', 'in', record.id),
-                ('sponsorship_id', '=', record.sponsorship_id.id)
-
-            ], order="payment_date desc", limit=1)
-
-            if payment_record and payment_record.payment_date:
-                now = fields.Datetime.now()
-                payment_datetime = fields.Datetime.to_datetime(payment_record.payment_date)
-                hours_passed = (now - payment_datetime).total_seconds() / 3600  # Convert seconds to hours
-                record.cancel_refund = hours_passed >= max_hours
-            else:
-                record.cancel_refund = False
-    
-
-    def action_register_payment(self):
-        invoice_id = self.env['account.move'].sudo().search([
-            ('takaful_sponsorship_id', '=', self.sponsorship_id.id),
-            ('move_type', '=', 'out_invoice'),
-            ('state', '=', 'posted'),
-            ('payment_state', 'in', ['not_paid', 'partial'])], limit=1, order='id')
-        if not invoice_id:
-            raise ValidationError(_("No invoice found for this sponsorship."))
-        # payment_method_line = self.env['account.payment.method.line'].search([
-        #     ('journal_id', '=', self.payment_method_id.journal_id.id),
-        #     ('payment_type', '=', 'inbound')
-        # ], limit=1)
-        return {
-            'name': _('Register Payment'),
-            'res_model': 'account.payment.register',
-            'view_mode': 'form',
-            'context': {
-                'active_model': 'account.move',
-                'active_ids': invoice_id.ids,
-                'dont_redirect_to_payments': True,
-                'sponsorship_line_ids': self.donation_detail_linked_id.ids,
-                'default_amount': self.amount,
-                'default_journal_id': self.donation_detail_linked_id.payment_method_id.journal_id.id,
-                'schedule_line_payment': True,
-                'schedule_line_id': self.id,
-            },
-            'target': 'new',
-            'type': 'ir.actions.act_window',
-        }
-
-    def pay_sponsorship_scheduling(self):
-        """
-        Opens the payment details wizard and passes default values.
-        """
-        self.ensure_one()
-        return {
-            'type': 'ir.actions.act_window',
-            'name': 'Payment Details',
-            'res_model': 'payment.details.lines',
-            'view_mode': 'form',
-            'target': 'new',
-            'context': {
-                'default_donation_amount': self.amount,
-                # 'default_remaining_amount': self.amount,
-                'default_sponsorship_id': self.sponsorship_id.id,
-                'default_sponsorship_scheduling_line_id': self.id,
-                'default_payment_method': self.payment_method,
-                'default_payment_method_id': self.donation_detail_linked_id.payment_method_id.id,
-                # 'default_sponsorship_scheduling_line_ids':self.ids,
-            },
-        }
-
-    @api.model
-    def create(self, vals):
-        # Check if sequence_no is not already set
-        if vals.get('sequence_no', '/') == '/':
-            # Assign the next sequence number
-            vals['sequence_no'] = self.env['ir.sequence'].next_by_code('sponsorship.scheduling.line.sequence') or '/'
-        return super(SponsorshipSchedulingLine, self).create(vals)
-    
-    @api.model
-    def cron_process_scheduled_payments(self):
-        today = fields.Date.today()
-        _logger = logging.getLogger(__name__)
-        
-        scheduled_lines = self.search([
-            ('scheduled_date', '<=', today),
-            ('status', '=', 'unpaid'),
-        ])
-        
-        _logger.info(f"Found {len(scheduled_lines)} scheduling lines scheduled for {today}")
-        
-        for line in scheduled_lines:
-            donation_line = line.donation_detail_linked_id
-            sponsorship = donation_line.sponsorship_id or donation_line.sponsorship_mechanism_id
-
-            try:
-                if line.payment_method == 'direct_debit':
-                    invoice_id = self.env['account.move'].sudo().search([
-                        ('takaful_sponsorship_id', '=', sponsorship.id),
-                        ('move_type', '=', 'out_invoice'),
-                        ('state', '=', 'posted'),
-                        ('payment_state', 'in', ['not_paid', 'partial'])
-                    ], limit=1)
-                    
-                    if not invoice_id:
-                        _logger.warning(f"No unpaid invoice found for sponsorship {line.sponsorship_id.code}, skipping line {line.sequence_no}")
-                        continue
-                    
-                    journal_id = line.donation_detail_linked_id.payment_method_id.journal_id
-                    if not journal_id:
-                        _logger.warning(f"No journal found for payment method of line {line.sequence_no}")
-                        continue
-                    
-                    payment_register_vals = {
-                        'payment_date': fields.Date.today(),
-                        'amount': line.amount,
-                        'journal_id': journal_id.id,
-                        'communication': f"{line.sponsorship_id.code} - {line.sequence_no}",
-                    }
-
-                    if line.donation_detail_linked_id.payment_method_id.bank_id:
-                        payment_register_vals['partner_bank_id'] = line.donation_detail_linked_id.payment_method_id.bank_id.id
-                    
-                    payment_register = self.env['account.payment.register'].sudo().with_context(
-                        active_model='account.move',
-                        active_ids=invoice_id.ids,
-                        schedule_line_payment=True,
-                        dont_redirect_to_payments=True,
-                        schedule_line_id=line.id,
-                        sponsorship_line_ids=line.donation_detail_linked_id.ids,
-                        from_cron=True,
-                    ).create(payment_register_vals)
-
-                    payment_register.action_create_payments()
-                    line.sudo().write({'status': 'paid'})
-                    _logger.info(f"Successfully processed scheduled payment for line {line.sequence_no}")
-                else:
-                    _logger.warning(f"Scheduling line {line.sequence_no} payment method is not direct debit, skipping auto-payment")
-                    
-            except Exception as e:
-                _logger.error(f"Error processing scheduled payment for line {line.sequence_no}: {str(e)}")
-                continue
-        
-        return True
-    
-    def action_refund(self):
-        refund_amount = self.amount - self.refunded_amount
-
-        return {
-            'type': 'ir.actions.act_window',
-            'name': 'Refund Wizard',
-            'res_model': 'refund.wiz',
-            'view_mode': 'form',
-            'target': 'new',
-            'context': {
-                'default_payment_method': self.payment_method,
-                'default_payment_method_id': self.donation_detail_linked_id.payment_method_id.id,
-                'default_refund_amount': refund_amount,
-
-            },        }
-
-
-    def approve_refund(self):
-        self.final_refund()
-        self.sponsorship_id.state = 'under_refund'
-
-
-    def final_refund(self):
-        invoice_lines = []
-        unpaid_invoice_exists = self.env['account.move'].search(
-            [('takaful_sponsorship_id', '=', self.sponsorship_id.id), ('move_type', '=', 'out_refund'),
-             ('payment_state', '!=', 'paid')])
-        refund_amount = self.sponsorship_id.refund_details_lines_ids.filtered(
-                lambda r: r.sponsorship_scheduling_line.id == self.id or self.id in r.sponsorship_scheduling_line_ids.ids and r.invoiced == False).mapped('refund_amount')[0] if self.sponsorship_id.refund_details_lines_ids else 0.0
-        sponsor_id = self.sponsorship_id.sponsor_id
-        payment_details_line = self.sponsorship_id.refund_details_lines_ids.filtered(
-                lambda r: r.sponsorship_scheduling_line.id == self.id or self.id in r.sponsorship_scheduling_line_ids.ids).mapped('payment_details_line')
-
-        if unpaid_invoice_exists:
-            raise ValidationError(_("You have Refund invoice not paid"))
-
-        # Check if product exists from donation item
-        product_template = self.donation_detail_linked_id.product_template_id
-        product = self.donation_detail_linked_id.product_id  # Directly linked product
-
-        if not product:
-            # If no product_id exists in product_template, check if a product with the same name exists
-            product = self.env['product.product'].search([('name', '=', product_template.name)], limit=1)
-
-            if not product:
-                # Create new product if it doesn't exist
-                product = self.env['product.product'].create({
-                    'name': product_template.name,
-                    'type': 'service'  # Setting type to service
-                })
-
-        invoice_lines.append((0, 0, {
-            'product_id': product.id,
-            'account_id': self.donation_detail_linked_id.product_template_id.property_account_income_id.id,
-            # The same account for all lines
-            'quantity': 1,  # Qty is 1
-            # The same analytic account
-            'takaful_sponsorship_id': self.sponsorship_id.id,
-            'price_unit': refund_amount,
-            'analytic_account_id': self.sponsorship_id.branch_custom_id.branch.analytic_account_id.id
-        }))
-        Partner = self.env['res.partner'].sudo()
-        partner_id = Partner.search([('id', '=', sponsor_id.partner_id.id)], limit=1) or \
-                     Partner.search([('name', '=', 'Cash Customer')], limit=1)
-        if not partner_id:
-            partner_id = Partner.create({
-                'company_type': 'person',
-                'name': 'Cash Customer'
-            })
-
-        invoice = self.env['account.move'].create({
-            'move_type': 'out_refund',  # Refund Invoice
-            'partner_id': partner_id.id,
-            'invoice_date': fields.Date.today(),
-            'invoice_line_ids': invoice_lines,
-            'takaful_sponsorship_id': self.sponsorship_id.id,
-            'is_refund_sponsorship': True,
-            'sponsorship_scheduling_line': self.id,
-            'payment_details_line': payment_details_line,
-        })
-        invoice.action_post()
-        self.sponsorship_id.refund_details_lines_ids.write({'invoiced': True})
-        return invoice
-
 class RefundDetailsLines(models.TransientModel):
     _name = 'refund.details.lines'
     _description = "Refund Destails Lines"

odex25_ensan/odex_takaful/models/takaful_sponsor_model.py

@@ -4,7 +4,7 @@ from odoo import models, fields, api, _
 from odoo.exceptions import UserError, ValidationError, Warning
 from dateutil.parser import parse
 import re
-
+from odoo.osv import expression
 SAUDI_MOBILE_PATTERN = "(^(05|5)(5|0|3|6|4|9|1|8|7)([0-9]{7})$)"
 
 
@@ -26,6 +26,7 @@ class TakafulSponsor(models.Model):
             args = []
             # Extend the domain filter with custom search conditions
         domain = ['|', '|', ('name', operator, name),('id_number', operator, name),('mobile', operator, name)]
+        domain = expression.AND([domain, args])
         # Combine domain filter with any existing args (domain filter in Many2one)
         partners = self._search(domain, limit=limit, access_rights_uid=name_get_uid)
 

odex25_ensan/odex_takaful/security/ir.model.access.csv

@@ -45,3 +45,5 @@ access_product_product_donation_officer,product_product_donation_officer,product
 access_group_kufula_user_account_payment,access_group_kufula_user_account_payment,account.model_account_payment,odex_takaful.group_kufula_user,1,1,1,0
 access_donation_extension_wizard,donation.extension.wizard.access,model_donation_extension_wizard,base.group_user,1,1,1,1
 access_donation_extension_history,donation.extension.history.access,model_donation_extension_history,odex_takaful.group_kufula_user,1,1,1,0
+
+access_replace_sponsor_wizard,replace.sponsor.wizard.access,model_replace_sponsor_wizard,odex_takaful.group_replace_sponsor,1,1,1,1

odex25_ensan/odex_takaful/security/security_data.xml

@@ -62,6 +62,12 @@
             <field name="comment">Orphan Replacement</field>
         </record>
 
+        <record id="group_replace_sponsor" model="res.groups">
+            <field name="name">Replace Sponsor</field>
+            <field name="category_id" ref="module_category_kufula"/>
+            <field name="comment">Can Replace Sponsor on Donation Lines</field>
+        </record>
+
         <record id="group_show_donation_item_product" model="res.groups">
             <field name="name">Show Donation Item Product</field>
             <field name="category_id" ref="module_category_kufula"/>

odex25_ensan/odex_takaful/views/donations_details_lines.xml

@@ -125,6 +125,13 @@
                         class="btn-primary"
                         attrs="{'invisible': ['|', '&',('state', 'not in', ['active', 'paid']), ('record_type', '=', 'donation'), ('donation_mechanism', '=', 'without_conditions')]}"
                         groups="odex_takaful.group_orphan_replacement" />
+                    <button string="Replace Sponsor"
+                        name="replace_sponsor_wizard"
+                        type="object"
+                        class="btn-primary"
+                        icon="fa-exchange"
+                        attrs="{'invisible': [('sponsor_id', '=', False)]}"
+                        groups="odex_takaful.group_replace_sponsor" />
                     <field name="state" widget="statusbar"
                         statusbar_visible="draft,waiting,active,closed,extended" />
                 </header>
@@ -157,8 +164,8 @@
                             <field name="total_donation_amount" />
                         </group>
                         <group string="Sponsorship Information">
-                            <field name="sponsorship_id" />
-                            <field name="sponsorship_mechanism_id" invisible="1" />
+                            <field name="sponsorship_id" readonly="1" attrs="{'invisible': [('sponsorship_id', '=', False)]}" />
+                            <field name="sponsorship_mechanism_id" readonly="1" attrs="{'invisible': [('sponsorship_mechanism_id', '=', False)]}" />
                             <field name="sponsor_id" />
                             <field name="sponsor_phone" />
                             <field name="branch_custom_id" />

odex25_ensan/odex_takaful/wizards/__init__.py

@@ -7,4 +7,5 @@ from . import add_details_wizard
 from . import orphan_replacement_wizard
 from . import transfer_deduction_wizard
 from . import donation_extension_wizard
+from . import replace_sponsor_wizard
 

odex25_ensan/odex_takaful/wizards/replace_sponsor_wizard.py

@@ -0,0 +1,139 @@
+# -*- coding: utf-8 -*-
+from odoo import models, fields, api, _
+from odoo.exceptions import ValidationError
+import logging
+
+_logger = logging.getLogger(__name__)
+
+class ReplaceSponsorWizard(models.TransientModel):
+    _name = 'replace.sponsor.wizard'
+    _description = "Replace Sponsor Wizard"
+
+    donation_detail_id = fields.Many2one(
+        'donations.details.lines',
+        string='Donation Detail',
+        readonly=True
+    )
+    
+    old_sponsor_id = fields.Many2one(
+        'takaful.sponsor',
+        string='Current Sponsor',
+        readonly=True,
+        compute='_compute_old_sponsor_id'
+    )
+    
+    new_sponsor_id = fields.Many2one(
+        'takaful.sponsor',
+        domain="[('id', '!=', old_sponsor_id)]",
+        string='New Sponsor',
+        required=True,
+    )
+    
+    reason = fields.Text(
+        string='Reason for Replacement',
+        required=True,
+    )
+
+    @api.depends('donation_detail_id')
+    def _compute_old_sponsor_id(self):
+        for rec in self:
+            if rec.donation_detail_id:
+                rec.old_sponsor_id = rec.donation_detail_id.sponsor_id
+            else:
+                rec.old_sponsor_id = False
+
+    @api.model
+    def default_get(self, fields_list):
+        res = super(ReplaceSponsorWizard, self).default_get(fields_list)
+        
+        # Get the active donation detail line from context
+        active_id = self.env.context.get('active_id')
+        active_model = self.env.context.get('active_model')
+        
+        if active_model == 'donations.details.lines' and active_id:
+            donation_line = self.env['donations.details.lines'].browse(active_id)
+            res['donation_detail_id'] = donation_line.id
+        
+        return res
+
+    def action_replace_sponsor(self):
+        """
+        Replace the sponsor on the donation detail line and post a message to the chatter
+        """
+        self.ensure_one()
+        
+        if not self.donation_detail_id:
+            raise ValidationError(_("No donation detail line found."))
+        
+        if not self.new_sponsor_id:
+            raise ValidationError(_("Please select a new sponsor."))
+        
+        if not self.reason:
+            raise ValidationError(_("Please provide a reason for the replacement."))
+        
+        donation_line = self.donation_detail_id
+        old_sponsor_name = donation_line.sponsor_id.name if donation_line.sponsor_id else _('None')
+        new_sponsor_name = self.new_sponsor_id.name
+        
+        # Get the sponsorship record (could be sponsorship_id or sponsorship_mechanism_id)
+        sponsorship = donation_line.sponsorship_id or donation_line.sponsorship_mechanism_id
+        
+        if not sponsorship:
+            raise ValidationError(_("No sponsorship found for this donation detail line."))
+        
+        # Update the sponsor on the sponsorship
+        donation_line.write({
+            'sponsor_id': self.new_sponsor_id.id
+        })
+        
+        # Post message to the donation detail line chatter
+        message_body = _(
+            "<b>Sponsor Replacement</b><br/>"
+            "Previous Sponsor: <b>%s</b><br/>"
+            "New Sponsor: <b>%s</b><br/>"
+            "Reason: %s"
+        ) % (old_sponsor_name, new_sponsor_name, self.reason)
+        
+        donation_line.message_post(
+            body=message_body,
+            subject=_("Sponsor Replaced"),
+            message_type='notification',
+        )
+        
+        # Also post to the sponsorship chatter
+        message_body += _("<br/>Line Number: <b>%s</b>") % donation_line.sequence_no
+        sponsorship.message_post(
+            body=message_body,
+            subject=_("Sponsor Replaced"),
+            message_type='notification',
+        )
+        
+        _logger.info(
+            "Sponsor replaced on donation line %s from %s to %s. Reason: %s",
+            donation_line.sequence_no,
+            old_sponsor_name,
+            new_sponsor_name,
+            self.reason
+        )
+        
+        return {
+            'type': 'ir.actions.client',
+            'tag': 'display_notification',
+            'params': {
+                'title': _('Success'),
+                'message': _('Sponsor has been successfully replaced from %s to %s') % (
+                    old_sponsor_name,
+                    new_sponsor_name
+                ),
+                'type': 'success',
+                'sticky': False,
+                'next': {'type': 'ir.actions.act_window_close'}
+            }
+        }
+    
+    def action_cancel(self):
+        """
+        Cancel the wizard
+        """
+        return {'type': 'ir.actions.act_window_close'}
+

odex25_ensan/odex_takaful/wizards/replace_sponsor_wizard.xml

@@ -0,0 +1,30 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <record id="replace_sponsor_wizard_form" model="ir.ui.view">
+            <field name="name">replace.sponsor.wizard.form</field>
+            <field name="model">replace.sponsor.wizard</field>
+            <field name="arch" type="xml">
+                <form>
+                    <sheet>
+                        <field name="donation_detail_id" invisible="1"/>
+                        <group>
+                            <group string="Sponsor Information">
+                                <field name="old_sponsor_id" readonly="1"/>
+                                <field name="new_sponsor_id"/>
+                            </group>
+                        </group>
+                        <group>
+                            <field name="reason" placeholder="Please provide a reason for replacing the sponsor..." nolabel="1"/>
+                        </group>
+                    </sheet>
+                    <footer>
+                        <button name="action_replace_sponsor" type="object" string="Replace Sponsor" class="oe_highlight"/>
+                        or
+                        <button name="action_cancel" type="object" string="Cancel" special="cancel"/>
+                    </footer>
+                </form>
+            </field>
+        </record>
+    </data>
+</odoo>