[IMP] odex_benefit: Add Bank report for families

2025-10-23 15:38:51 +01:00 · 2025-10-23 15:38:51 +01:00 · 9e20d95734
parent 00eb1beba1
commit 9e20d95734
11 changed files with 294 additions and 5 deletions
--- a/odex25_ensan/odex_benefit/manifest.py
+++ b/odex25_ensan/odex_benefit/manifest.py
@ -7,8 +7,8 @@
    'website': 'http://exp-sa.com',
    'license': 'GPL-3',
    'author': 'Expert Ltd',
-    'depends': ['base','survey', 'takaful_core', 'website', 'account', 'report_xlsx', 'sale', 'product', 'stock', 'hr',
-                'purchase','web_google_maps','odex25_account_payment_fix','otp_sms_auth_custom'],
+    'depends': ['base', 'survey', 'takaful_core', 'website', 'account', 'report_xlsx', 'sale', 'product', 'stock', 'hr',
+                'purchase', 'web_google_maps', 'odex25_account_payment_fix', 'otp_sms_auth_custom'],
    'data': [
        'security/security_view.xml',
        'security/ir.model.access.csv',
@ -65,9 +65,11 @@
        'wizards/visit_location_otp_wizard_view.xml',
        'views/benefit_vehicle_model.xml',
        'wizards/visit_location_refused_wizard_view.xml',
+        'wizards/family_bank_report_wizard.xml',
        'views/visit_survey.xml',
        'views/actions_and_menus.xml',
-],
+        'reports/family_bank_report.xml',
+    ],
    'external_dependencies': {
        'python': ['num2words'],
    },
--- a/odex25_ensan/odex_benefit/models/benefit.py
+++ b/odex25_ensan/odex_benefit/models/benefit.py
@ -70,6 +70,7 @@ class GrantBenefitProfile(models.Model):
    family_bank = fields.Many2one('res.partner.bank')
    acc_number = fields.Char('Account Number',copy=False)
    acc_holder_name = fields.Char('Account Holder Name')
+    acc_holder_id_number = fields.Char(string="Account Holder ID Number")
    bank_id = fields.Many2one("res.bank",string='Bank')
    account_relation = fields.Many2one('relation.settings',string="Account Owner Relation")
    orphan_status = fields.Selection(
@ -1033,6 +1034,14 @@ class GrantBenefitProfile(models.Model):
                                      'message': _('Non-Saudi mothers and fathers cannot register')}
                    return res

+    @api.constrains('acc_holder_id_number')
+    def _check_acc_holder_id_number(self):
+        for record in self:
+            id_number = record.acc_holder_id_number
+            if id_number:
+                if not re.match(r'^\d{10}$', id_number):
+                    raise ValidationError(_("Account Holder ID Number must contain exactly 10 digits."))
+
    @api.constrains('father_id_number', 'mother_id_number', 'replacement_mother_id_number')
    def _onchange_id_numbers(self):
        id_numbers = {
--- a/odex25_ensan/odex_benefit/reports/init.py
+++ b/odex25_ensan/odex_benefit/reports/init.py
@ -1 +1,2 @@
-from . import benefit_report
+from . import benefit_report
+from . import family_bank_report
--- a/odex25_ensan/odex_benefit/reports/family_bank_report.py
+++ b/odex25_ensan/odex_benefit/reports/family_bank_report.py
@ -0,0 +1,94 @@
+# -*- coding: utf-8 -*-
+
+from odoo import api, fields, models, tools, _
+from odoo.exceptions import ValidationError, UserError
+from odoo.tools import DEFAULT_SERVER_DATE_FORMAT
+
+
+class FamilyBankReportXlsx(models.AbstractModel):
+    _name = 'report.odex_benefit.family_bank_report_xlsx'
+    _description = 'Family Bank Report XLSX'
+    _inherit = 'report.report_xlsx.abstract'
+
+    @api.model
+    def generate_xlsx_report(self, workbook, data, objs):
+        sheet = workbook.add_worksheet(_('Family Bank Report'))
+        if self.env.user.lang != 'en_US':
+            sheet.right_to_left()
+
+        header_format = workbook.add_format({
+            'bold': True,
+            'align': 'center',
+            'valign': 'vcenter',
+            'bg_color': '#4472C4',
+            'font_color': 'white',
+            'border': 1,
+            'text_wrap': True
+        })
+
+        subheader_format = workbook.add_format({
+            'bold': True,
+            'align': 'center',
+            'valign': 'vcenter',
+            'bg_color': '#D3D3D3',
+            'border': 1,
+            'font_size': 9
+        })
+
+        normal = workbook.add_format({
+            'align': 'center',
+            'valign': 'vcenter',
+            'border': 1
+        })
+
+        bold = workbook.add_format({
+            'bold': True,
+            'align': 'center',
+            'valign': 'vcenter',
+            'border': 1
+        })
+
+        sheet.set_row(0, 30)
+        sheet.set_row(1, 25)
+        sheet.set_row(2, 25)
+
+        sheet.merge_range('A1:A2', 'Bank Name' + '\nاسم البنك', header_format)
+        sheet.merge_range('B1:B2', 'Account Number(24N)' + '\nرقم الحساب', header_format)
+        sheet.merge_range('C1:C2', 'Beneficiary Name' + '\nاسم المستفيد', header_format)
+        sheet.merge_range('D1:D2', 'Amount(15)' + '\nقيمة الحوالة', header_format)
+        sheet.merge_range('E1:E2', 'Civilian_Id(20)' + '\nرقم الهوية', header_format)
+        sheet.merge_range('F1:F2', 'Currency (3N)' + '\nالعملة', header_format)
+        sheet.merge_range('G1:G2', 'Beneficiaries Remarks (30)' + '\nملاحظات المستفيد', header_format)
+        sheet.merge_range('H1:H2', 'Payment Purpose' + '\nغرض الدفع', header_format)
+        sheet.merge_range('I1:I2', 'Beneficiary Email' + '\nالبريد الإلكتروني للمستفيد', header_format)
+
+        row = 3
+        total_amount = 0
+        for line in data['lines']:
+            sheet.write(row, 0, line['bank_name'], normal)
+            sheet.write(row, 1, line['account_number'], normal)
+            sheet.write(row, 2, line['beneficiary_name'], normal)
+            sheet.write_number(row, 3, line['transfer_amount'], normal)
+            sheet.write(row, 4, line['beneficiary_id'], normal)
+            sheet.write(row, 5, line['currency'], normal)
+            sheet.write(row, 6, line['family_code'], normal)
+            sheet.write(row, 7, line['purpose'], normal)
+            sheet.write(row, 8, line.get('beneficiary_email', ''), normal)
+            total_amount += line['transfer_amount']
+            row += 1
+
+
+        sheet.merge_range(row + 1, 0, row + 1, 2, "Total" + " / " + "الإجمالي", bold)
+        sheet.write_number(row + 1, 3, total_amount, bold)
+        sheet.write(row + 1, 4, "", bold)
+        sheet.write(row + 1, 5, "SAR", bold)
+
+        sheet.set_column('A:A', 25)
+        sheet.set_column('B:B', 25)
+        sheet.set_column('C:C', 30)
+        sheet.set_column('D:D', 15)
+        sheet.set_column('E:E', 20)
+        sheet.set_column('F:F', 12)
+        sheet.set_column('G:G', 25)
+        sheet.set_column('H:H', 20)
+        sheet.set_column('I:I', 30)
--- a/odex25_ensan/odex_benefit/reports/family_bank_report.xml
+++ b/odex25_ensan/odex_benefit/reports/family_bank_report.xml
@ -0,0 +1,12 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <data>
+        <record id="action_family_bank_report_xlsx" model="ir.actions.report">
+            <field name="model">family.bank.report.wizard</field>
+            <field name="name">Family Bank Report (Excel)</field>
+            <field name="report_type">xlsx</field>
+            <field name="report_name">odex_benefit.family_bank_report_xlsx</field>
+            <field name="report_file">odex_benefit.family_bank_report_xlsx</field>
+        </record>
+    </data>
+</odoo>
--- a/odex25_ensan/odex_benefit/security/ir.model.access.csv
+++ b/odex25_ensan/odex_benefit/security/ir.model.access.csv
@ -166,4 +166,5 @@ access_survey_user_input_group_benefit_info,survey.user_input.group_benefit_info
 access_survey_user_input_line_group_benefit_info,survey.user_input.line.group_benefit_info,survey.model_survey_user_input_line,odex_benefit.group_benefit_info,1,0,0,0
 access_grant_benefit_account_move_line,access_grant_benefit_account_move_line,model_account_move_line,odex_benefit.group_benefit_info,1,0,0,0
 access_grant_benefit_account_move,access_grant_benefit_account_move,model_account_move,odex_benefit.group_benefit_info,1,0,0,0
-access_benefit_expense_line,access_benefit_expense_line,model_benefit_expense_line,base.group_user,1,1,1,1
+access_benefit_expense_line,access_benefit_expense_line,model_benefit_expense_line,base.group_user,1,1,1,1
+access_family_bank_report_wizard,access_family_bank_report_wizard,model_family_bank_report_wizard,base.group_user,1,1,1,1
--- a/odex25_ensan/odex_benefit/views/actions_and_menus.xml
+++ b/odex25_ensan/odex_benefit/views/actions_and_menus.xml
@ -1039,6 +1039,11 @@
            parent="education_main_menu" action="education_exam_type_action" sequence="9"/>
        <menuitem id="menu_confirm_benefit_expense" name="Benefit Expense Flow" parent="account.menu_finance_payables"
            action="action_confirm_benefit_expense" sequence="11"/>
+        <menuitem id="menu_family_bank_report_root"
+              name="Family Bank Report"
+              parent="account.menu_finance_payables"
+              action="action_family_bank_report_wizard"
+              sequence="12"/>
        <menuitem id="menu_payment_orders" name="Payment Orders"
            parent="account.menu_finance_payables"
            action="action_payment_orders" sequence="10" />
--- a/odex25_ensan/odex_benefit/views/benefit_view.xml
+++ b/odex25_ensan/odex_benefit/views/benefit_view.xml
@ -1371,6 +1371,8 @@
                                                       groups="!odex_benefit.group_benefit_manager"/>
                                                <field name="acc_holder_name"
                                                       attrs="{'invisible':[('is_family_member','=',True)],'readonly':[('state','not in',['complete_info','waiting_approve','first_approve'])]}"/>
+                                                <field name="acc_holder_id_number"
+                                                       attrs="{'invisible':[('is_family_member','=',True)],'readonly':[('state','not in',['complete_info','waiting_approve','first_approve'])]}"/>
                                                <field name="family_member_id"
                                                       attrs="{'invisible':[('is_family_member','=',False)],'readonly':[('state','not in',['complete_info','waiting_approve','first_approve'])]}"
                                                       options="{'no_create': True, 'no_create_edit': True}"
--- a/odex25_ensan/odex_benefit/wizards/init.py
+++ b/odex25_ensan/odex_benefit/wizards/init.py
@ -9,3 +9,4 @@ from . import service_refuse_reason_wizard
 from . import reason_for_return_wizard
 from . import visit_location_otp_wizard
 from . import visit_location_refused_wizard
+from . import family_bank_report_wizard
--- a/odex25_ensan/odex_benefit/wizards/family_bank_report_wizard.py
+++ b/odex25_ensan/odex_benefit/wizards/family_bank_report_wizard.py
@ -0,0 +1,120 @@
+# -*- coding: utf-8 -*-
+
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+from odoo.tools import date_utils
+
+
+class GrantRefusedReasonWizard(models.TransientModel):
+    _name = 'entity.black.list.wizard'
+
+    _description = "Entity Black List Wizard"
+
+    def _default_entity(self):
+        return self._context.get('active_id')
+
+    def _default_state(self):
+        return self._context.get('state')
+
+    entity_id = fields.Many2one("grant.benefit", string="Entity", default=_default_entity)
+    state = fields.Selection([
+        ('draft', 'Draft'),
+        ('first_refusal', 'First Refusal'),
+        ('approve', 'Approved'),
+        ('record_end_date', 'Record end date'),
+        ('refused', 'Refused'),
+        ('black_list', 'Black List'),
+    ], string="State", default=_default_state)
+    black_list_reason = fields.Text(string='Black List Reason', required=True)
+    black_list_message = fields.Text(string='Black List Message')
+
+    # @api.multi
+    def create_action(self):
+        """Throw pop up to write the black list reason for grant"""
+        partner_ids = []
+        for rec in self:
+            if rec.entity_id:
+                result = rec.entity_id.sudo().write({
+                    "state": rec.state,
+                    "black_list_reason": rec.black_list_reason,
+                    "black_list_message": rec.black_list_message,
+                })
+                # grant_ids = self.env['grant.task'].search([('entity_id', '=', rec.entity_id.id)]).unlink()
+                subject = _('Entity')
+                state_label = dict(rec.fields_get(allfields=['state'])['state']['selection'])[rec.state]
+                body = ' '.join(
+                    (_(u'The Entity '), rec.entity_id.name, _(u' State changed to '), state_label, u'.')).encode(
+                    'utf-8')
+                partner_ids += [(6, 0, rec.entity_id.message_follower_ids.ids)]
+                message_vals = {
+                    'subject': subject,
+                    'body': body,
+                    'partner_ids': partner_ids,
+                }
+                rec.entity_id.message_post(body=body, subject=subject,
+                                           message_type='email')
+                user = self.env['res.users'].search([('partner_id', '=', rec.entity_id.partner_id.id)], limit=1)
+
+                user.sudo().write({
+                    'groups_id': [(3, self.env.ref('base.group_erp_manager', False).id),
+                                  ],
+
+                })
+                rec.entity_id.send_black_list_email()
+
+        return {'type': 'ir.actions.act_window_close'}
+
+
+class FamilyBankReportWizard(models.TransientModel):
+    _name = 'family.bank.report.wizard'
+    _description = 'Family Bank Report'
+
+    start_date = fields.Date(
+        string="Start Date",
+        default=lambda self: date_utils.start_of(fields.Date.today(), 'month'),
+        required=True
+    )
+    end_date = fields.Date(
+        string="End Date",
+        default=lambda self: date_utils.end_of(fields.Date.today(), 'month'),
+        required=True
+    )
+    move_ids = fields.Many2many(comodel_name='account.move',
+                                string="Monthly Expenses", required=True,
+                                domain="[('state', '=', 'posted'),('date','>=', start_date),('date','<=', end_date),('family_confirm_id', '!=', False)]"
+                                )
+
+    def action_print_bank_report(self):
+        if not self.move_ids:
+            raise UserError(_("Please select at least one Monthly Expense."))
+        lines_data = []
+        for move in self.move_ids:
+            for line in move.line_ids.filtered(lambda l: l.debit > 0 and l.benefit_family_id):
+                family = line.benefit_family_id
+                beneficiary_name = ''
+                beneficiary_id = ''
+                if family.is_family_member:
+                    beneficiary_name = family.family_member_id.name
+                    beneficiary_id = family.family_member_id.member_id_number
+                else:
+                    beneficiary_name = family.acc_holder_name
+                    beneficiary_id = family.acc_holder_id_number
+                lines_data.append({
+                    'bank_name': family.bank_id.name or '',
+                    'account_number': 'SA' + family.acc_number or '',
+                    'beneficiary_name': beneficiary_name,
+                    'transfer_amount': line.debit or 0.0,
+                    'beneficiary_id': beneficiary_id,
+                    'currency': 'SAR',
+                    'family_code': family.code or '',
+                    'purpose': 'Others',
+                })
+
+        if not lines_data:
+            raise UserError(_("No debit lines with family information found."))
+        datas = {
+            'start_date': self.start_date,
+            'end_date': self.end_date,
+            'lines': lines_data,
+        }
+        return self.env.ref('odex_benefit.action_family_bank_report_xlsx').report_action(self, data=datas)
--- a/odex25_ensan/odex_benefit/wizards/family_bank_report_wizard.xml
+++ b/odex25_ensan/odex_benefit/wizards/family_bank_report_wizard.xml
@ -0,0 +1,42 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+        <record id="view_family_bank_report_wizard_form" model="ir.ui.view">
+            <field name="name">family.bank.report.wizard.form</field>
+            <field name="model">family.bank.report.wizard</field>
+            <field name="arch" type="xml">
+                <form string="Family Bank Report">
+                    <sheet>
+                        <group>
+                            <group>
+                                <field name="start_date"/>
+                            </group>
+                            <group>
+                                <field name="end_date"/>
+                            </group>
+                        </group>
+                        <notebook>
+                            <page string="Family Monthly Expense">
+                                <field name="move_ids" options="{'no_create': True}"/>
+                            </page>
+                        </notebook>
+                    </sheet>
+                    <footer>
+                        <button string="Print Excel Report" type="object" name="action_print_bank_report"
+                                class="btn-primary" icon="fa-print"/>
+                        <button string="Cancel" class="btn-secondary" special="cancel"/>
+                    </footer>
+                </form>
+            </field>
+        </record>
+
+        <record id="action_family_bank_report_wizard" model="ir.actions.act_window">
+            <field name="name">Family Bank Report</field>
+            <field name="res_model">family.bank.report.wizard</field>
+            <field name="view_mode">form</field>
+            <field name="view_id" ref="view_family_bank_report_wizard_form"/>
+            <field name="target">new</field>
+        </record>
+
+    </data>
+</odoo>