[IMP] donation & donation_base: res.partner filters

* New Tax Receipt (tax_receipt_send) * New Donation (donation_send_thanks) We send these documents together with a newsletter. So we need to filter contacts with newsletter AND (not) extra document.
OCA · Mar 7, 2024 · 2f75062 · 2f75062
1 parent 2fa5cf2
commit 2f75062
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Showing 4 changed files with 69 additions and 7 deletions.
diff --git a/donation/models/res_partner.py b/donation/models/res_partner.py
@@ -20,12 +20,29 @@ def _compute_donation_count(self):
         for partner in self:
             partner.donation_count = mapped_data.get(partner.id, 0)
 
+    @api.depends("donation_ids.thanks_printed")
+    def _compute_donation_send_thanks(self):
+        for partner in self:
+            if partner.donation_ids.filtered(lambda d: not d.thanks_printed):
+                partner.donation_send_thanks = "Yes"
+            else:
+                partner.donation_send_thanks = "No"
+
     donation_ids = fields.One2many(
         "donation.donation", "partner_id", string="Donations", readonly=True
     )
     donation_count = fields.Integer(
         compute="_compute_donation_count", string="# of Donations", compute_sudo=True
     )
+    # Stored selection to search on the <field>
+    donation_send_thanks = fields.Selection(
+        string="Send Donation Thanks",
+        selection=[("yes", "Yes"), ("no", "No")],
+        compute="_compute_donation_send_thanks",
+        store=True,
+        help="Filter on donors who (don't) need a thanks.\n" \
+            "Send it e.g. together with a newsletter.",
+    )
 
     def _prepare_donor_rank(self):
         rank = super()._prepare_donor_rank()

diff --git a/donation/views/res_partner.xml b/donation/views/res_partner.xml
@@ -29,4 +29,25 @@
             </xpath>
         </field>
     </record>
+    <record id="res_partner_view_form_donation_send_thanks" model="ir.ui.view">
+        <field name="name">res.partner.view.form.donation.send.thanks</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="donation_base.view_partner_property_form" />
+        <field name="groups_id" eval="[(4, ref('donation.group_donation_viewer'))]" />
+        <field name="arch" type="xml">
+            <field name="tax_receipt_send" position="after">
+                <field name="donation_send_thanks" />
+            </field>
+        </field>
+    </record>
+    <record id="res_partner_view_search" model="ir.ui.view">
+        <field name="name">res.partner.view.search.donation</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="donation_base.res_partner_view_search" />
+        <field name="arch" type="xml">
+            <search position="inside">
+                <field name="donation_send_thanks" />
+            </search>
+        </field>
+    </record>
 </odoo>
diff --git a/donation_base/models/res_partner.py b/donation_base/models/res_partner.py
@@ -25,6 +25,15 @@ class ResPartner(models.Model):
     tax_receipt_count = fields.Integer(
         compute="_compute_tax_receipt_count", string="# of Tax Receipts", readonly=True
     )
+    # Stored selection to search on the <field>
+    tax_receipt_send = fields.Selection(
+        string="Send Donation Tax Receipt",
+        selection=[("yes", "Yes"), ("no", "No")],
+        compute="_compute_tax_receipt_send",
+        store=True,
+        help="Filter on donors who (don't) need a tax receipt.\n" \
+            "Send it e.g. together with a newsletter.",
+    )
     donor_rank = fields.Integer(default=0)
 
     # I don't want to sync tax_receipt_option between parent and child
@@ -36,6 +45,14 @@ def _compute_tax_receipt_count(self):
         for partner in self:
             partner.tax_receipt_count = len(partner.tax_receipt_ids.ids)
 
+    @api.depends("tax_receipt_ids.print_date")
+    def _compute_tax_receipt_send(self):
+        for partner in self:
+            if partner.tax_receipt_ids.filtered(lambda d: not d.print_date):
+                partner.tax_receipt_send = "Yes"
+            else:
+                partner.tax_receipt_send = "No"
+
     @api.model_create_multi
     def create(self, vals_list):
         search_partner_mode = self.env.context.get("res_partner_search_mode")

diff --git a/donation_base/views/res_partner.xml b/donation_base/views/res_partner.xml
@@ -26,6 +26,10 @@
                     name="tax_receipt_option"
                     attrs="{'invisible': [('parent_id', '!=', False)]}"
                 />
+                <field
+                    name="tax_receipt_send"
+                    attrs="{'invisible': [('parent_id', '!=', False)]}"
+                />
                 <field name="donor_rank" invisible="1" />
             </field>
             <xpath expr="//div[@name='button_box']" position="inside">
@@ -44,19 +48,22 @@
                 </button>
             </xpath>
         </field>
-</record>
+    </record>
     <record id="res_partner_view_search" model="ir.ui.view">
             <field name="name">donation.res.partner.search</field>
             <field name="model">res.partner</field>
             <field name="inherit_id" ref="account.res_partner_view_search" />
             <field name="arch" type="xml">
-                    <filter name="supplier" position="after">
-                        <filter
-                    string="Donors"
-                    name="donor"
-                    domain="[('donor_rank','>', 0)]"
-                />
+                <filter name="supplier" position="after">
+                    <filter
+                        string="Donors"
+                        name="donor"
+                        domain="[('donor_rank','>', 0)]"
+                    />
                 </filter>
+                <search position="inside">
+                    <field name="tax_receipt_send" />
+                </search>
             </field>
     </record>
     <record id="res_partner_action_donor" model="ir.actions.act_window">