Examples with AccountingSituation com.axelor.apps.account.db.AccountingSituation used on opensource projects

Example 1 with AccountingSituation

use of com.axelor.apps.account.db.AccountingSituation in project axelor-open-suite by axelor.

the class BankDetailsServiceAccountImpl method getDefaultCompanyBankDetailsFromPartner.

/**
 * Looks for the bank details in accounting situation.
 *
 * @param company
 * @param paymentMode
 * @param partner
 * @return The bank details corresponding to the partner and the company with the right payment
 *     mode null if the partner is null or the accounting situation empty
 */
protected BankDetails getDefaultCompanyBankDetailsFromPartner(Company company, PaymentMode paymentMode, Partner partner) {
    if (partner == null) {
        return null;
    }
    AccountingSituation accountingSituation = Beans.get(AccountingSituationService.class).getAccountingSituation(partner, company);
    if (accountingSituation == null) {
        return null;
    }
    BankDetails candidateBankDetails = null;
    if (paymentMode.getInOutSelect() == PaymentModeRepository.IN) {
        candidateBankDetails = accountingSituation.getCompanyInBankDetails();
    } else if (paymentMode.getInOutSelect() == PaymentModeRepository.OUT) {
        candidateBankDetails = accountingSituation.getCompanyOutBankDetails();
    }
    return candidateBankDetails;
}

Example 2 with AccountingSituation

use of com.axelor.apps.account.db.AccountingSituation in project axelor-open-suite by axelor.

the class InvoiceGenerator method createInvoiceHeader.

protected Invoice createInvoiceHeader() throws AxelorException {
    Invoice invoice = new Invoice();
    invoice.setCompany(company);
    invoice.setOperationTypeSelect(operationType);
    if (partner == null) {
        throw new AxelorException(TraceBackRepository.CATEGORY_MISSING_FIELD, I18n.get(IExceptionMessage.INVOICE_GENERATOR_2), I18n.get(com.axelor.apps.base.exceptions.IExceptionMessage.EXCEPTION));
    }
    if (Beans.get(BlockingService.class).getBlocking(partner, company, BlockingRepository.INVOICING_BLOCKING) != null) {
        throw new AxelorException(TraceBackRepository.CATEGORY_INCONSISTENCY, I18n.get(IExceptionMessage.INVOICE_VALIDATE_BLOCKING));
    }
    invoice.setPartner(partner);
    AccountingSituation accountingSituation = Beans.get(AccountingSituationService.class).getAccountingSituation(partner, company);
    if (accountingSituation != null) {
        invoice.setInvoiceAutomaticMail(accountingSituation.getInvoiceAutomaticMail());
        invoice.setInvoiceMessageTemplate(accountingSituation.getInvoiceMessageTemplate());
        invoice.setPfpValidatorUser(accountingSituation.getPfpValidatorUser());
    }
    if (paymentCondition == null) {
        paymentCondition = InvoiceToolService.getPaymentCondition(invoice);
    }
    invoice.setPaymentCondition(paymentCondition);
    if (paymentMode == null) {
        paymentMode = InvoiceToolService.getPaymentMode(invoice);
    }
    invoice.setPaymentMode(paymentMode);
    if (mainInvoicingAddress == null) {
        mainInvoicingAddress = Beans.get(PartnerService.class).getInvoicingAddress(partner);
    }
    invoice.setAddress(mainInvoicingAddress);
    invoice.setAddressStr(Beans.get(AddressService.class).computeAddressStr(invoice.getAddress()));
    invoice.setContactPartner(contactPartner);
    if (currency == null) {
        currency = partner.getCurrency();
    }
    if (currency == null) {
        throw new AxelorException(TraceBackRepository.CATEGORY_MISSING_FIELD, I18n.get(IExceptionMessage.INVOICE_GENERATOR_6), I18n.get(com.axelor.apps.base.exceptions.IExceptionMessage.EXCEPTION));
    }
    invoice.setCurrency(currency);
    invoice.setStatusSelect(InvoiceRepository.STATUS_DRAFT);
    invoice.setPriceList(priceList);
    invoice.setInternalReference(internalReference);
    invoice.setExternalReference(externalReference);
    invoice.setPrintingSettings(Beans.get(TradingNameService.class).getDefaultPrintingSettings(null, company));
    invoice.setTradingName(tradingName);
    if (groupProductsOnPrintings == null) {
        groupProductsOnPrintings = partner.getGroupProductsOnPrintings();
    }
    invoice.setGroupProductsOnPrintings(groupProductsOnPrintings);
    // Set ATI mode on invoice
    AccountConfigService accountConfigService = Beans.get(AccountConfigService.class);
    AccountConfig accountConfig = accountConfigService.getAccountConfig(company);
    int atiChoice = accountConfig.getInvoiceInAtiSelect();
    if (inAti == null) {
        invoice.setInAti(accountConfigService.getInvoiceInAti(accountConfig));
    } else if (atiChoice == AccountConfigRepository.INVOICE_ATI_DEFAULT || atiChoice == AccountConfigRepository.INVOICE_WT_DEFAULT) {
        invoice.setInAti(inAti);
    } else if (atiChoice == AccountConfigRepository.INVOICE_ATI_ALWAYS) {
        invoice.setInAti(true);
    } else {
        invoice.setInAti(false);
    }
    if (partner.getFactorizedCustomer() && accountConfig.getFactorPartner() != null) {
        List<BankDetails> bankDetailsList = accountConfig.getFactorPartner().getBankDetailsList();
        companyBankDetails = bankDetailsList.stream().filter(bankDetails -> bankDetails.getIsDefault()).findFirst().orElse(null);
    } else if (accountingSituation != null) {
        if (paymentMode != null) {
            if (paymentMode.equals(partner.getOutPaymentMode())) {
                companyBankDetails = accountingSituation.getCompanyOutBankDetails();
            } else if (paymentMode.equals(partner.getInPaymentMode())) {
                companyBankDetails = accountingSituation.getCompanyInBankDetails();
            }
        }
    }
    if (companyBankDetails == null) {
        companyBankDetails = company.getDefaultBankDetails();
        List<BankDetails> allowedBDs = Beans.get(PaymentModeService.class).getCompatibleBankDetailsList(paymentMode, company);
        if (!allowedBDs.contains(companyBankDetails)) {
            companyBankDetails = null;
        }
    }
    invoice.setCompanyBankDetails(companyBankDetails);
    if (partner.getBankDetailsList() != null && invoice.getBankDetails() == null) {
        invoice.setBankDetails(partner.getBankDetailsList().stream().filter(b -> b.getActive() && b.getIsDefault()).findFirst().orElse(null));
    }
    if (partner != null && !Strings.isNullOrEmpty(partner.getInvoiceComments())) {
        invoice.setNote(partner.getInvoiceComments());
    }
    invoice.setInvoicesCopySelect(getInvoiceCopy());
    initCollections(invoice);
    return invoice;
}

Example 3 with AccountingSituation

use of com.axelor.apps.account.db.AccountingSituation in project axelor-open-suite by axelor.

the class DebtRecoverySessionService method getDebtRecoveryMethod.

/**
 * Fonction permettant de récupérer une méthode de relance en fonction de la categorie du tiers et
 * d'une société
 *
 * @param debtRecovery Une relance
 * @return
 */
public DebtRecoveryMethod getDebtRecoveryMethod(DebtRecovery debtRecovery) {
    AccountingSituation accountingSituation = debtRecovery.getTradingName() == null ? debtRecovery.getAccountingSituation() : debtRecovery.getTradingNameAccountingSituation();
    Company company = accountingSituation.getCompany();
    Partner partner = accountingSituation.getPartner();
    List<DebtRecoveryConfigLine> debtRecoveryConfigLines = company.getAccountConfig().getDebtRecoveryConfigLineList();
    for (DebtRecoveryConfigLine debtRecoveryConfigLine : debtRecoveryConfigLines) {
        if (debtRecoveryConfigLine.getPartnerCategory().equals(partner.getPartnerCategory())) {
            log.debug("méthode de relance determinée ");
            return debtRecoveryConfigLine.getDebtRecoveryMethod();
        }
    }
    log.debug("méthode de relance non determinée ");
    return null;
}

Example 4 with AccountingSituation

use of com.axelor.apps.account.db.AccountingSituation in project axelor-open-suite by axelor.

the class InvoiceController method setDefaultMail.

/**
 * set default value for automatic invoice printing
 *
 * @param request
 * @param response
 * @throws AxelorException
 */
public void setDefaultMail(ActionRequest request, ActionResponse response) {
    Invoice invoice = request.getContext().asType(Invoice.class);
    Company company = invoice.getCompany();
    Partner partner = invoice.getPartner();
    if (company != null && partner != null) {
        AccountingSituation accountingSituation = Beans.get(AccountingSituationService.class).getAccountingSituation(partner, company);
        if (accountingSituation != null) {
            response.setValue("invoiceAutomaticMail", accountingSituation.getInvoiceAutomaticMail());
            response.setValue("invoiceMessageTemplate", accountingSituation.getInvoiceMessageTemplate());
            response.setValue("invoiceAutomaticMailOnValidate", accountingSituation.getInvoiceAutomaticMailOnValidate());
            response.setValue("invoiceMessageTemplateOnValidate", accountingSituation.getInvoiceMessageTemplateOnValidate());
        }
    }
}

Example 5 with AccountingSituation

use of com.axelor.apps.account.db.AccountingSituation in project axelor-open-suite by axelor.

the class AccountingSituationSupplychainServiceImpl method updateCustomerCreditFromSaleOrder.

@Override
@Transactional(rollbackOn = { AxelorException.class, Exception.class }, ignore = { BlockedSaleOrderException.class })
public void updateCustomerCreditFromSaleOrder(SaleOrder saleOrder) throws AxelorException {
    if (!appAccountService.getAppAccount().getManageCustomerCredit()) {
        return;
    }
    Partner partner = saleOrder.getClientPartner();
    List<AccountingSituation> accountingSituationList = partner.getAccountingSituationList();
    for (AccountingSituation accountingSituation : accountingSituationList) {
        if (accountingSituation.getCompany().equals(saleOrder.getCompany())) {
            // Update UsedCredit
            accountingSituation = this.computeUsedCredit(accountingSituation);
            if (saleOrder.getStatusSelect() == SaleOrderRepository.STATUS_DRAFT_QUOTATION) {
                BigDecimal inTaxInvoicedAmount = getInTaxInvoicedAmount(saleOrder);
                BigDecimal usedCredit = accountingSituation.getUsedCredit().add(saleOrder.getInTaxTotal()).subtract(inTaxInvoicedAmount);
                accountingSituation.setUsedCredit(usedCredit);
            }
            boolean usedCreditExceeded = isUsedCreditExceeded(accountingSituation);
            if (usedCreditExceeded) {
                saleOrder.setBlockedOnCustCreditExceed(true);
                if (!saleOrder.getManualUnblock()) {
                    String message = accountingSituation.getCompany().getOrderBloquedMessage();
                    if (Strings.isNullOrEmpty(message)) {
                        message = String.format(I18n.get(IExceptionMessage.SALE_ORDER_CLIENT_PARTNER_EXCEEDED_CREDIT), partner.getFullName(), saleOrder.getSaleOrderSeq());
                    }
                    throw new BlockedSaleOrderException(accountingSituation, message);
                }
            }
        }
    }
}