From 6eb619915bc0ff159563a4c2e1e28dc1a7d8e549 Mon Sep 17 00:00:00 2001
From: cbeddies <cbeddies@opensourceintegrators.com>
Date: Wed, 13 Dec 2023 09:21:01 -0500
Subject: [PATCH] [IMP] sale_invoice_plan: usability - filter to invoice

---
 sale_invoice_plan/models/sale.py              | 39 ++++++++++++++
 sale_invoice_plan/views/sale_view.xml         | 51 +++++++++++++++++++
 .../wizard/sale_make_planned_invoice_view.xml |  2 +-
 3 files changed, 91 insertions(+), 1 deletion(-)

diff --git a/sale_invoice_plan/models/sale.py b/sale_invoice_plan/models/sale.py
index 21e2aad54d96..29d61244201c 100644
--- a/sale_invoice_plan/models/sale.py
+++ b/sale_invoice_plan/models/sale.py
@@ -33,6 +33,45 @@ class SaleOrder(models.Model):
         compute="_compute_invoice_plan_total",
         string="Total Amount",
     )
+    next_installment_date = fields.Date(
+        compute="_compute_next_installment_date",
+        store=True,
+    )
+    invoiced_installment_amount = fields.Monetary(
+        compute="_compute_invoiced_installment_amount",
+        store=True,
+    )
+    pending_installment_amount = fields.Monetary(
+        compute="_compute_pending_installment_amount",
+        store=True,
+    )
+
+    @api.depends("invoice_plan_ids")
+    def _compute_next_installment_date_amount(self):
+        for rec in self:
+            plans_to_invoice = rec.invoice_plan_ids.filtered(lambda x: x.to_invoice)
+            if plans_to_invoice:
+                rec.next_installment_date = plans_to_invoice[0].plan_date
+            else:
+                rec.next_installment_date = False
+
+    @api.depends("invoice_plan_ids")
+    def _compute_invoiced_installment_amount(self):
+        for rec in self:
+            invoiced_plans = rec.invoice_plan_ids.filtered(lambda x: x.invoiced)
+            if invoiced_plans:
+                rec.invoiced_installment_amount = invoiced_plans[-1].amount_invoiced
+            else:
+                rec.invoiced_installment_amount = 0
+
+    @api.depends("invoice_plan_ids")
+    def _compute_pending_installment_amount(self):
+        for rec in self:
+            plans_to_invoice = rec.invoice_plan_ids.filtered(lambda x: x.to_invoice)
+            if plans_to_invoice:
+                rec.pending_installment_amount = plans_to_invoice[0].amount
+            else:
+                rec.pending_installment_amount = 0
 
     @api.depends("invoice_plan_ids")
     def _compute_invoice_plan_total(self):
diff --git a/sale_invoice_plan/views/sale_view.xml b/sale_invoice_plan/views/sale_view.xml
index 869303e55244..e9d09eed0695 100644
--- a/sale_invoice_plan/views/sale_view.xml
+++ b/sale_invoice_plan/views/sale_view.xml
@@ -121,6 +121,57 @@
             </xpath>
         </field>
     </record>
+    <record id="view_order_tree_invoice_plan" model="ir.ui.view">
+        <field name="name">view.order.tree.invoice.plan</field>
+        <field name="model">sale.order</field>
+        <field name="inherit_id" ref="sale.view_order_tree" />
+        <field name="arch" type="xml">
+            <xpath expr="//tree/field[@name='state']" position="after">
+                <field name="next_installment_date" optional="hide" />
+                <field name="invoiced_installment_amount" optional="hide" />
+                <field name="pending_installment_amount" optional="hide" />
+            </xpath>
+        </field>
+    </record>
+    <record id="view_order_search_invoice_plan" model="ir.ui.view">
+        <field name="name">view.order.search.invoice.plan</field>
+        <field name="model">sale.order</field>
+        <field name="inherit_id" ref="sale.sale_order_view_search_inherit_sale" />
+        <field name="arch" type="xml">
+            <xpath expr="//filter[@name='my_sale_orders_filter']" position="inside">
+                <filter
+                    string="Has Invoice Plan"
+                    name="has_invoice_plan"
+                    domain="[('invoice_plan_ids','!=', False)]"
+                />
+                <filter
+                    string="Has Pending Installment Amount"
+                    name="has_pending_installment_amount"
+                    domain="[('pending_installment_amount','!=', 0)]"
+                />
+                <filter
+                    string="This Months Installments"
+                    name="this_months_installments"
+                    domain="[
+                    ('next_installment_date', '>=', (context_today() - relativedelta(day=1)).strftime('%Y-%m-%d')),
+                    ('next_installment_date', '&lt;=', (context_today() + relativedelta(months=1, day=1, days=-1)).strftime('%Y-%m-%d'))]"
+                />
+                <filter
+                    string="Previous Month Installments"
+                    name="last_months_installments"
+                    domain="[
+                    ('next_installment_date', '>=', (context_today() - relativedelta(months=1, day=1)).strftime('%Y-%m-%d')),
+                    ('next_installment_date', '&lt;=', (context_today() - relativedelta(day=1, days=1)).strftime('%Y-%m-%d'))]"
+                />
+                <filter
+                    string="Next Installment Date"
+                    name="groupby_next_installment_date"
+                    domain="[]"
+                    context="{'group_by': 'next_installment_date'}"
+                />
+            </xpath>
+        </field>
+    </record>
     <!-- Invoice Plan Lines -->
     <record id="view_sale_invoice_plan_filter" model="ir.ui.view">
         <field name="name">view.sale.invoice.plan.filter</field>
diff --git a/sale_invoice_plan/wizard/sale_make_planned_invoice_view.xml b/sale_invoice_plan/wizard/sale_make_planned_invoice_view.xml
index 652d5e084a2a..dde644c247f5 100644
--- a/sale_invoice_plan/wizard/sale_make_planned_invoice_view.xml
+++ b/sale_invoice_plan/wizard/sale_make_planned_invoice_view.xml
@@ -27,7 +27,7 @@
         </field>
     </record>
     <record id="action_view_sale_make_planned_invoice" model="ir.actions.act_window">
-        <field name="name">Invoice Order</field>
+        <field name="name">Invoice Installments</field>
         <field name="type">ir.actions.act_window</field>
         <field name="res_model">sale.make.planned.invoice</field>
         <field name="binding_view_types">form</field>