############################################################################## # # Copyright (c) 2002 Nexedi SARL and Contributors. All Rights Reserved. # Jean-Paul Smets-Solanes <jp@nexedi.com> # Guillaume Michon <guillaume@nexedi.com> # # WARNING: This program as such is intended to be used by professional # programmers who take the whole responsability of assessing all potential # consequences resulting from its eventual inadequacies and bugs # End users who are looking for a ready-to-use solution with commercial # garantees and support are strongly adviced to contract a Free Software # Service Company # # This program is Free Software; you can redistribute it and/or # modify it under the terms of the GNU General Public License # as published by the Free Software Foundation; either version 2 # of the License, or (at your option) any later version. # # This program is distributed in the hope that it will be useful, # but WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU General Public License for more details. # # You should have received a copy of the GNU General Public License # along with this program; if not, write to the Free Software # Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA. # ############################################################################## from Globals import InitializeClass, PersistentMapping from AccessControl import ClassSecurityInfo from DateTime import DateTime from string import capitalize from Products.ERP5Type import Permissions, PropertySheet, Constraint, Interface from Products.ERP5Type.XMLObject import XMLObject from Products.ERP5Type.DateUtils import addToDate, getClosestDate, getIntervalBetweenDates from Products.ERP5Type.DateUtils import getMonthAndDaysBetween, getRoundedMonthBetween from Products.ERP5Type.DateUtils import getMonthFraction, getYearFraction, getBissextilCompliantYearFraction from Products.ERP5Type.DateUtils import same_movement_interval, number_of_months_in_year, centis, millis from Products.ERP5.Document.Amount import Amount from Products.CMFCore.WorkflowCore import WorkflowMethod from Products.CMFCore.utils import getToolByName from Products.ERP5.Document.Immobilisation import Immobilisation from zLOG import LOG NEGLIGEABLE_PRICE = 10e-8 class Item(XMLObject, Amount): """ Items in ERP5 are intended to provide a way to track objects """ meta_type = 'ERP5 Item' portal_type = 'Item' add_permission = Permissions.AddPortalContent isPortalContent = 1 isRADContent = 1 # Declarative security security = ClassSecurityInfo() security.declareObjectProtected(Permissions.AccessContentsInformation) # Declarative properties property_sheets = ( PropertySheet.Base , PropertySheet.XMLObject , PropertySheet.CategoryCore , PropertySheet.DublinCore , PropertySheet.Price , PropertySheet.Resource , PropertySheet.Item , PropertySheet.Amount , PropertySheet.Reference , PropertySheet.Amortisation ) security.declareProtected(Permissions.ModifyPortalContent,'generateNewId') def generateNewId(self, id_group='item_id_group', default=None, method=None): """ We want a different id for all Item """ return XMLObject.generateNewId(self, id_group=id_group, default=default, method=method) ### Amortisation # _update_data and _get_data are used to implement a semi-cache system on # heavy calculation methods. def _update_data(self, cached_data, date, id, value): """ Used to implement a semi-cache system on heavy calculation methods """ if getattr(cached_data, "cached_dict", None) is None: cached_data.cached_dict = {} if cached_data.cached_dict.get(date, None) is None: cached_data.cached_dict[date] = {} cached_data.cached_dict[date][id] = value def _get_data(self, cached_data, date, id): """ Used to implement a semi-cache system on heavy calculation methods """ if cached_data: cached_dict = getattr(cached_data,"cached_dict", None) if cached_dict is not None: cached_date = cached_dict.get(date, None) if cached_date is not None: cached_value = cached_date.get(id, None) if cached_value is not None: return cached_value return None security.declareProtected(Permissions.View, 'getImmobilisationMovementValueList') def getImmobilisationMovementValueList(self, from_date=None, to_date=None, sort_on="stop_date", filter_valid=1, owner_change=1, single_from=0, single_to=0, property_filter=['price', 'duration', 'durability'], workflow_states = [], **kw): """ Returns a list of immobilisation movements applied to current item from date to date Argument filter_valid allows to select only the valid immobilisation movements Argument owner_change allows to create temporarily some immobilisation movements when the owner of the item changes. Arguments single_from and single_to (exclusive from each other) allow to dramatically reduce the calculation time, but it returns only one movement : the nearest from from_date or to_date. Argument property_filter has the same goal. Its role is to reduce the number of calculated properties when a temporary immobilisation movement is created Argument workflow_states allows to filter by states of workflows. It is a list of tuples (wf_name,wf_variable,state) """ accessor = 'get' if sort_on is not None: word_list = sort_on.split('_') for i in range(len(word_list)): accessor += word_list[i].capitalize() def cmpfunc(a,b, accessor = accessor): """ Compares the two objects according to the accessor value. """ access_a = getattr(a, accessor, None) access_b = getattr(b, accessor, None) if access_a is None or access_b is None: return 0 return cmp(access_a(), access_b()) # Build the immobilisation movement list immobilisation_list = [] for immobilisation in self.contentValues(filter = { 'portal_type':'Immobilisation' } ): if filter_valid: invalid = immobilisation.checkImmobilisationConsistency() else: invalid = 0 if not invalid: immo_date = immobilisation.getStopDate() if ( to_date is None or immo_date - to_date <= 0 ) and \ ( from_date is None or immo_date - from_date >= 0 ): immobilisation_list.append(immobilisation) wf_tool = self.portal_workflow for wf, wf_variable, state in workflow_states: try: temp_immo_list = [x for x in immobilisation_list if wf_tool.getStatusOf(wf, x)[wf_variable] == state] immobilisation_list = temp_immo_list except: LOG('error on wf %s, wf_variable %s, state %s' % (wf, wf_variable, state), 0, '') pass # Look for each change of ownership and an immobilisation movement within 1 hour # If found, adapt the immobilisation date to be correctly interpreted # If not found, and owner_change set to 1, create a context immobilisation movement ownership_list = self.getSectionList(to_date) if single_from or single_to: immobilisation_list.sort(cmpfunc) if single_from: if len(immobilisation_list) > 0: immobilisation_list = immobilisation_list[:1] if len(ownership_list) > 0: ownership_list = ownership_list[:1] else: if len(immobilisation_list) > 0: immobilisation_list = immobilisation_list[-1:] if len(ownership_list) > 0: ownership_list = ownership_list[-1:] for ownership in ownership_list: owner_date = ownership['date'] found_immo = None nearest_immo = None i = 0 # Find the nearest immobilisation movement from the propertyship change # and an immobilisation movement within a tolerance interval while i < len(immobilisation_list) and found_immo is None: immobilisation = immobilisation_list[i] current_immo_stop_date = immobilisation.getStopDate() if (current_immo_stop_date is not None) and (current_immo_stop_date - owner_date < 0) \ and (nearest_immo is None \ or nearest_immo.getStopDate() - current_immo_stop_date < 0): nearest_immo = immobilisation if (current_immo_stop_date is not None) and abs(owner_date - current_immo_stop_date) < same_movement_interval: found_immo = immobilisation i += 1 if found_immo is None and owner_change and nearest_immo is not None: # None immobilisation movement was found within the tolerance interval # and argument owner_change is set. So we need to create a temporary # immobilisation movement on the change date. # This has to be done only if nearest_immo is defined, since the temporary # movement gets most of its data on the previous movement, which is nearest_immo added_immo = self._createTemporaryImmobilisationMovement(nearest_immo, owner_date, property_filter, **kw) immobilisation_list.append(added_immo) found_immo = added_immo if found_immo is not None: # It means an immobilisation movement is located within the tolerance interval # Two cases : # - An unimmobilising movement and ownership change are close : # the unimmobilising movement has to be before the ownership change # - An immobilising movement and ownership change are close : # the immobilising movement has to be after the ownership change found_date = found_immo.getStopDate() if found_immo.getImmobilisation(): if found_date - owner_date < 0: found_immo.setStopDate(owner_date + centis) else: if found_date - owner_date > 0: found_immo.setStopDate(owner_date - centis) if sort_on is not None: immobilisation_list.sort(cmpfunc) self._unconfuseImmobilisationMovementList(immobilisation_list) return immobilisation_list def _unconfuseImmobilisationMovementList(self, immobilisation_list): """ Check if some movements have the same stop_date. If it is the case, since it is impossible to know which movement has to be before the other ones, change arbitrarily the date of one of them, in order to at least have always the same behavior """ immo_list = [x for x in immobilisation_list if x.getStopDate() is not None] immo_list.sort(lambda x,y: cmp(x.getStopDate(), y.getStopDate())) for i in range(len(immo_list)): immobilisation = immo_list[i] ref_date = immobilisation.getStopDate() immobilisation_sublist = [immobilisation] j = 1 while i+j < len(immo_list) and immo_list[i+j].getStopDate() == ref_date: immobilisation_sublist.append(immo_list[i+j]) j += 1 for j in range(len(immobilisation_sublist)): immobilisation_sublist[j].setStopDate( ref_date + j * millis ) def _createTemporaryImmobilisationMovement(self, base_movement, base_date, property_filter=[], **kw): """ Create a temporary immobilisation movement from base_movement """ added_immo = base_movement.asContext() added_immo.setStopDate(base_date + millis) if "durability" in property_filter: added_immo.setDurability(added_immo.getDefaultDurability(**kw)) kwd = {} if added_immo.getImmobilisation(): if 'price' in property_filter: vat = base_movement.getVat() previous_value = base_movement.getAmortisationOrDefaultAmortisationPrice(**kw) current_value = added_immo.getDefaultAmortisationPrice(**kw) kwd['amortisation_start_price'] = current_value kwd['vat'] = vat * current_value / previous_value added_immo._edit(**kwd) kwd = {} if 'duration' in property_filter: kwd['amortisation_duration'] = added_immo.getDefaultAmortisationDuration(**kw) kwd['input_account'] = added_immo.getOutputAccount() added_immo._edit(**kwd) return added_immo security.declareProtected(Permissions.View, 'getUnfilteredImmobilisationMovementValueList') def getUnfilteredImmobilisationMovementValueList(self, from_date=None, to_date=None, sort_on="stop_date", owner_change=0, **kw): """ Returns a list of immobilisation applied to the current item from date to date All of the movements are returned, not even those which are valid """ return self.getImmobilisationMovementValueList(from_date=from_date, to_date=to_date, sort_on=sort_on, owner_change=owner_change, filter_valid=0, **kw) security.declareProtected(Permissions.View, 'getPastImmobilisationMovementValueList') def getPastImmobilisationMovementValueList(self, from_date=None, at_date=None, sort_on="stop_date", owner_change=1, **kw): """ Returns a list of immobilisation movements applied to current item before the given date, or now """ if at_date is None: at_date = DateTime() result = self.getImmobilisationMovementValueList(from_date = from_date, to_date = at_date, sort_on = sort_on, owner_change = owner_change, **kw ) return result security.declareProtected(Permissions.View, 'getFutureImmobilisationMovementValueList') def getFutureImmobilisationMovementValueList(self, to_date=None, at_date=None, sort_on="stop_date", owner_change=1, **kw): """ Returns a list of immobilisation movements applied to current item after the given date, or now """ if at_date is None: at_date = DateTime() result = self.getImmobilisationMovementValueList(from_date = at_date, to_date = to_date, sort_on = sort_on, owner_change = owner_change, **kw) return result security.declareProtected(Permissions.View, 'getLastImmobilisationMovementValue') def getLastImmobilisationMovementValue(self, at_date=None, owner_change=1, **kw): """ Returns the last immobilisation movement before the given date, or now """ past_list = self.getPastImmobilisationMovementValueList(at_date = at_date, owner_change=owner_change, single_to = 1, **kw) if len(past_list) > 0: return past_list[-1] return None security.declareProtected(Permissions.View, 'getNextImmobilisationMovementValue') def getNextImmobilisationMovementValue(self, at_date=None, owner_change=1, **kw): """ Returns the first immobilisation movement after the given date, or now """ future_list = self.getFutureImmobilisationMovementValueList(at_date = at_date, owner_change = owner_change, single_from = 1, **kw) if len(future_list) > 0: return future_list[0] return None security.declareProtected(Permissions.View, 'getLastMovementAmortisationDuration') def getLastMovementAmortisationDuration(self, at_date=None, owner_change=1, **kw): """ Returns the remaining duration of amortisation for this item as it was entered on the last immobilisation movement """ last_immobilisation_movement = self.getLastImmobilisationMovementValue(at_date = at_date, owner_change=owner_change, property_filter = ['duration'], **kw) if last_immobilisation_movement is not None: return last_immobilisation_movement.getAmortisationOrDefaultAmortisationDuration(**kw) else: return None security.declareProtected(Permissions.View, 'isCurrentlyImmobilised') def isCurrentlyImmobilised(self, **kw): """ Returns true if the item is immobilised at this time """ return self.isImmobilised(at_date = DateTime(), **kw) security.declareProtected(Permissions.View, 'isNotCurrentlyImmobilised') def isNotCurrentlyImmobilised(self, **kw): """ Returns true if the item is not immobilised at this time """ return not self.isCurrentlyImmobilised(**kw) security.declareProtected(Permissions.View, 'isImmobilised') def isImmobilised(self, at_date=None, **kw): """ Returns true if the item is immobilised at the given date. If at_date = None, returns true if the item has ever been immobilised. """ if at_date is not None: is_immobilised = 0 last_immobilisation_movement = self.getLastImmobilisationMovementValue(at_date = at_date, **kw) if last_immobilisation_movement is not None: is_immobilised = last_immobilisation_movement.getImmobilisation() else: past_immobilisation_movement_list = self.getPastImmobilisationMovementValueList(at_date = DateTime(), **kw) for past_immobilisation in past_immobilisation_movement_list: if past_immobilisation.getImmobilisation(): return 1 return is_immobilised security.declareProtected(Permissions.View, 'getCurrentAmortisationDuration') def getCurrentAmortisationDuration(self, **kw): """ Returns the calculated remaining amortisation duration for this item at the current time. """ return self.getRemainingAmortisationDuration(at_date = DateTime(), **kw) security.declareProtected(Permissions.View, 'getCurrentRemainingAmortisationDuration') def getCurrentRemainingAmortisationDuration(self, **kw): """ Returns the calculated remaining amortisation duration for this item at the current time. """ return self.getRemainingAmortisationDuration(at_date = DateTime(), **kw) security.declareProtected(Permissions.View, 'getRemainingAmortisationDuration') def getRemainingAmortisationDuration(self, at_date=None, from_immobilisation=0, **kw): """ Returns the calculated remaining amortisation duration for the item. It is based on the latest immobilisation period at given date, or now. If from_immobilisation is set, we don't take the very last immobilisation movement at the date. It is needed if the function is called by this particular movement, unless the function will never end. """ if at_date is None: at_date = DateTime() # Find the latest movement whose immobilisation is true if from_immobilisation: my_at_date = at_date - centis else: my_at_date = at_date cached_data = kw.get("cached_data", None) cached_duration = self._get_data(cached_data, my_at_date, 'duration') if cached_duration is not None: return cached_duration last_immobilisation_movement = self.getLastImmobilisationMovementValue(at_date = my_at_date, property_filter = ['duration'], **kw) previous_loop_movement = None start_movement = None stop_movement = None current_search_date = None while last_immobilisation_movement is not None and start_movement is None: if last_immobilisation_movement.getImmobilisation(): start_movement = last_immobilisation_movement stop_movement = previous_loop_movement if not start_movement: previous_loop_movement = last_immobilisation_movement last_date = last_immobilisation_movement.getStopDate() - centis last_immobilisation_movement = self.getLastImmobilisationMovementValue(at_date = last_date, property_filter = ['duration'], **kw) if start_movement is None: # Neither of past immobilisation movements did immobilise the item... duration = self.getLastMovementAmortisationDuration(at_date=my_at_date, **kw) if duration is not None: if cached_data: self._update_data(cached_data, my_at_date, 'duration', int(duration)) return int(duration) return None # We found the last immobilising movement # Two cases are possible : # - The item is still in an amortisation period (i.e. the immobilising movement is the latest) # - The item is not in an amortisation period : in this case, we have to find the date of the unimmobilising movement if stop_movement is None: # Item is currently in an amortisation period immo_period_stop_date = at_date else: immo_period_stop_date = stop_movement.getStopDate() immo_period_start_date = start_movement.getStopDate() immo_period_remaining = start_movement.getAmortisationOrDefaultAmortisationDuration(**kw) immo_period_duration = getRoundedMonthBetween(immo_period_start_date, immo_period_stop_date) returned_value = immo_period_remaining - immo_period_duration if returned_value < 0: returned_value = 0 if cached_data: self._update_data(cached_data, my_at_date, 'duration', returned_value) return int(returned_value) security.declareProtected(Permissions.View, 'getRemainingDurability') def getRemainingDurability(self, at_date=None, from_immobilisation=0, **kw): """ Returns the durability of the item at the given date, or now. The durability is quantity of something which corresponds to the 'life' of the item (ex : km for a car, or time for anything) Each Immobilisation Movement stores the durability at a given time, so it is possible to approximate the durability between two Immobilisation Movements by using a simple linear calculation. """ if at_date is None: at_date = DateTime() my_at_date = at_date if from_immobilisation: my_at_date -= centis cached_data = kw.get("cached_data", None) cached_durability = self._get_data(cached_data, my_at_date, "durability") if cached_durability is not None: return cached_durability last_movement = self.getLastImmobilisationMovementValue(at_date = my_at_date, property_filter = ['durability', 'duration'], **kw) if last_movement is not None: if not last_movement.getImmobilisation(): # The item is not currently amortised # The current durability is the durability on # last immobilisation movement return_value = last_movement.getDurability() if cached_data: self._update_data(cached_data, my_at_date, 'durability', return_value) return return_value start_durability = last_movement.getDurability() start_date = last_movement.getStopDate() my_at_date = at_date if from_immobilisation: my_at_date += centis next_movement = self.getNextImmobilisationMovementValue(at_date = my_at_date + millis, property_filter = ['durability'], **kw) if next_movement is not None: stop_durability = next_movement.getDurability() stop_date = last_movement.getStopDate() else: # In this case, we take the end of life of the item and use # it like an immobilisation movement with values set to 0 last_remaining_months = last_movement.getAmortisationOrDefaultAmortisationDuration(**kw) stop_date = addToDate(start_date, month=last_remaining_months) stop_durability = 0 consumpted_durability = start_durability - stop_durability consumpted_time = getRoundedMonthBetween(start_date, stop_date) current_consumpted_time = getRoundedMonthBetween(start_date, at_date) if consumpted_time <= 0 or current_consumpted_time <= 0: return_value = start_durability else: return_value = start_durability - consumpted_durability * current_consumpted_time / consumpted_time else: return_value = None if cached_data: self._update_data(cached_data, my_at_date, 'durability', return_value) return return_value security.declareProtected(Permissions.View, 'getCurrentRemainingDurability') def getCurrentRemainingDurability(self, **kw): """ Returns the remaining durability at the current date """ return self.getRemainingDurability(at_date = DateTime(), **kw) security.declareProtected(Permissions.View, 'getAmortisationPrice') def getAmortisationPrice(self, at_date=None, from_immobilisation=0, with_currency=0, **kw): """ Returns the deprecated value of item at given date, or now. If from_immobilisation is set, we don't take the very last immobilisation movement at the date. It is needed if the function is called by this particular movement, unless the function will never end. If with_currency is set, returns a string containing the value and the corresponding currency. """ if at_date is None: at_date = DateTime() # Find the latest movement whose immobilisation is true if from_immobilisation: # We need to exclude the immobilisation movement which calls currently the method, # unless the method will never end my_at_date = at_date - centis else: my_at_date = at_date cached_data = kw.get("cached_data", None) cached_price = self._get_data(cached_data, my_at_date, 'price') if cached_price is not None: return cached_price last_immobilisation_movement = self.getLastImmobilisationMovementValue(at_date = my_at_date, **kw) previous_loop_movement = None start_movement = None stop_movement = None current_search_date = None while last_immobilisation_movement is not None and start_movement is None: if last_immobilisation_movement.getImmobilisation(): start_movement = last_immobilisation_movement stop_movement = previous_loop_movement if not start_movement: previous_loop_movement = last_immobilisation_movement last_date = last_immobilisation_movement.getStopDate() - millis last_immobilisation_movement = self.getLastImmobilisationMovementValue(at_date = last_date, **kw) if start_movement is None: # Neither of past immobilisation movements did immobilise the item... LOG ('ERP5 Warning :',0,'Neither of past immobilisation movements did immobilise the item %s' % self.getTitle()) last_immobilisation_movement = self.getLastImmobilisationMovementValue(at_date = my_at_date, **kw) if last_immobilisation_movement: returned_price = last_immobilisation_movement.getAmortisationOrDefaultAmortisationPrice(**kw) if with_currency: return '%s %s' % (repr(round(returned_price,2)), immobilisation_movements[-1].getPriceCurrency()) if cached_data: self._update_data(cached_data, my_at_date, 'price', returned_price) return returned_price return None # XXX How to find the buy value ? # Find the latest immobilisation period and gather information currency = start_movement.getPriceCurrency() start_date = start_movement.getStopDate() if stop_movement is None: # Item is currently in an amortisation period stop_date = at_date else: # Item is not in an amortisation period stop_date = stop_movement.getStopDate() start_price = start_movement.getAmortisationOrDefaultAmortisationPrice(**kw) disposal_price = start_movement.getDisposalPrice() depreciable_price = start_price - disposal_price start_remaining_months = start_movement.getAmortisationOrDefaultAmortisationDuration(**kw) stop_remaining_months = 0 start_durability = start_movement.getDurability(**kw) stop_durability = 0 section = start_movement.getSectionValue() financial_date = section.getFinancialYearStopDate() amortisation_method = "erp5_accounting_" + start_movement.getAmortisationMethod() next_date = stop_date if stop_movement is not None: stop_remaining_months = stop_movement.getDefaultAmortisationDuration(**kw) stop_durability = stop_movement.getDurabilityOrDefaultDurability(**kw) else: next_movement = self.getNextImmobilisationMovementValue(at_date = my_at_date + millis, property_filter = ['durability'], **kw) if next_movement is not None: stop_durability = next_movement.getDurabilityOrDefaultDurability(**kw) stop_remaining_months = next_movement.getDefaultAmortisationDuration(**kw) next_date = next_movement.getStopDate() else: next_date = addToDate(start_date, month = start_remaining_months) # Get the amortisation method parameters amortisation_parameters = start_movement.getAmortisationMethodParameter(parameter_list = [ "cut_annuities", "price_calculation_basis", "prorata_precision", "round_duration", "specific_parameter_list", "date_precision"]) cut_annuities = amortisation_parameters["cut_annuities"] price_calculation_basis = amortisation_parameters["price_calculation_basis"] prorata_precision = amortisation_parameters["prorata_precision"] round_duration = amortisation_parameters["round_duration"] date_precision = amortisation_parameters["date_precision"] specific_parameter_list = amortisation_parameters["specific_parameter_list"] # Adjust some values according to the parameters start_date = getClosestDate(date=financial_date, target_date=start_date, precision=date_precision, before=1, strict=0) stop_date = getClosestDate(date=financial_date, target_date=stop_date, precision=date_precision, before=0, strict=0) if prorata_precision == 'day': local_stop_date = addToDate(start_date, month = start_remaining_months) start_remaining_annuities = getBissextilCompliantYearFraction(from_date = start_date, to_date = local_stop_date, reference_date = financial_date) local_stop_date = addToDate(next_date, month = stop_remaining_months) stop_remaining_annuities = getBissextilCompliantYearFraction(from_date = next_date, to_date = local_stop_date, reference_date = financial_date) else: start_remaining_annuities = getYearFraction(months = start_remaining_months) stop_remaining_annuities = getYearFraction(months = stop_remaining_months) if round_duration == "greater annuity": if start_remaining_annuities != int(start_remaining_annuities): start_remaining_annuities = int(start_remaining_annuities) + 1 else: start_remaining_annuities = int(start_remaining_annuities) elif round_duration == "lower annuity": start_remaining_annuities = int(start_remaining_annuities) # Get specific parameters specific_parameter_dict = {} for specific_parameter in specific_parameter_list: getter = getattr(start_movement, 'get' + ''.join( [capitalize(x) for x in specific_parameter.split("_")] ), None ) if getter is not None: specific_parameter_dict[specific_parameter] = getter() def calculatePrice(at_date): # First we calculate which is the current annuity annuity_number = 0 if cut_annuities: current_date = getClosestDate(date = financial_date, target_date = start_date, precision = "year", before = 0) if getIntervalBetweenDates(current_date, start_date, keys={'day':1})['day'] == 0: current_date = addToDate(current_date, year=+1) else: current_date = addToDate(start_date, year=1) while current_date - at_date < 0: annuity_number += 1 current_date = addToDate(current_date, year=1) annuity_start_date = addToDate(current_date, year=-1) annuity_stop_date = current_date current_annuity_stop_date = annuity_stop_date current_annuity_start_date = annuity_start_date if stop_date < annuity_stop_date: current_annuity_stop_date = stop_date if start_date > annuity_start_date: current_annuity_start_date = start_date # Get the current ratio current_ratio = self.restrictedTraverse(amortisation_method).ratioCalculation( start_remaining_annuities = start_remaining_annuities ,stop_remaining_annuities = stop_remaining_annuities ,current_annuity = annuity_number ,start_remaining_durability = start_durability ,stop_remaining_durability = stop_durability ,**specific_parameter_dict) if current_ratio is None: LOG("ERP5 Warning :",0,"Unable to calculate the ratio during the amortisation calculation on item %s at date %s" % ( repr(self), repr(at_date))) return None # Calculate the value at the beginning of the annuity annuity_start_price = depreciable_price if annuity_number: annuity_start_price = calculatePrice(annuity_start_date) if annuity_start_price is None: return None # Calculate the raw annuity value if price_calculation_basis == "start price": raw_annuity_price = depreciable_price * current_ratio elif price_calculation_basis == "annuity start price": raw_annuity_price = annuity_start_price * current_ratio # Apply the prorata temporis on the raw annuity value if start_date <= annuity_start_date and stop_date >= annuity_stop_date: annuity_value = raw_annuity_price else: if prorata_precision == 'month': month_value = raw_annuity_price / number_of_months_in_year duration = getMonthAndDaysBetween(current_annuity_start_date, current_annuity_stop_date) month_number = duration['month'] day_number = duration['day'] annuity_value = month_value * (month_number + getMonthFraction(current_annuity_stop_date, day_number)) elif prorata_precision == 'day': annuity_value = raw_annuity_price * getBissextilCompliantYearFraction(current_annuity_start_date, current_annuity_stop_date, reference_date=financial_date) # Deduct the price at the given date returned_price = annuity_start_price - annuity_value if returned_price < 0: returned_price = 0 return returned_price ### End of calculatePrice() calculated_price = calculatePrice(at_date) if calculated_price is None: return None if calculated_price < NEGLIGEABLE_PRICE: calculated_price = 0. returned_price = calculated_price + disposal_price if cached_data: self._update_data(cached_data, my_at_date, 'price', returned_price) if with_currency: return '%0.2f %s' % (returned_price, currency) return returned_price security.declareProtected(Permissions.View, 'getCurrentAmortisationPrice') def getCurrentAmortisationPrice(self, with_currency=0, **kw): """ Returns the deprecated value of item at current time """ return self.getAmortisationPrice (at_date = DateTime(), with_currency=with_currency, **kw) security.declareProtected(Permissions.ModifyPortalContent, 'immobilise') def immobilise(self, **kw): """ Create the immobilisation movement to immobilise the item """ return self._createImmobilisationMovement(immobilisation_state = 1, **kw) security.declareProtected(Permissions.ModifyPortalContent, 'unimmobilise') def unimmobilise(self, **kw): """ Create the immobilisation movement to unimmobilise the item """ return self._createImmobilisationMovement(immobilisation_state = 0, **kw) security.declareProtected(Permissions.ModifyPortalContent, '_createImmobilisationMovement') def _createImmobilisationMovement(self, immobilisation_state, **kw): """ Build a new Immobilisation Movement into the current Item """ new_id = str(self.generateNewId()) self.newContent(portal_type = "Immobilisation", id=new_id) immobilisation = self[new_id] immobilisation.setStopDate(DateTime()) immobilisation.setImmobilisation(immobilisation_state) self.expandAmortisation() return 1 security.declareProtected(Permissions.ModifyPortalContent, '_createAmortisationRule') def _createAmortisationRule(self): """ Build or update the amortisation rule related to this item, then expand the rule """ applied_rule_list = self.getCausalityRelatedValueList(portal_type='Applied Rule') my_applied_rule_list = [] for applied_rule in applied_rule_list: specialise_value = applied_rule.getSpecialiseValue() if specialise_value is not None and specialise_value.getPortalType() == "Amortisation Rule": my_applied_rule_list.append(applied_rule) if len(my_applied_rule_list) == 0: # Create a new applied order rule (portal_rules.order_rule) portal_rules = getToolByName(self, 'portal_rules') portal_simulation = getToolByName(self, 'portal_simulation') my_applied_rule = portal_rules.default_amortisation_rule.constructNewAppliedRule(portal_simulation) # Set causality my_applied_rule.setCausalityValue(self) elif len(my_applied_rule_list) == 1: # Re expand the rule if possible my_applied_rule = my_applied_rule_list[0] else: # Delete first rules and re expand if possible for my_applied_rule in my_applied_rule_list[:-1]: my_applied_rule.aq_parent._delObject(my_applied_rule.getId()) my_applied_rule = my_applied_rule_list[-1] # We are now certain we have a single applied rule # It is time to expand it my_applied_rule.expand() def expandAmortisation(self): """ Calculate the amortisation annuities for the item in an activity """ self.activate().immediateExpandAmortisation() def immediateExpandAmortisation(self): """ Calculate the amortisation annuities for the item """ self._createAmortisationRule() security.declareProtected(Permissions.View, 'getSectionChangeValueList') def getSectionChangeValueList(self, at_date=None): """ Return the list of deliveries which change the item ownership If at_date is None, return the result for all the time XXX To add : a verification on delivery state ; does an item belong to the destination section of a delivery if this delivery is on draft state ? """ def cmpfunc(a,b): """ Compares the objects on their stop_date """ date_a = a.getStopDate() date_b = b.getStopDate() if date_a is None and date_b is None: return 0 return cmp(date_a, date_b) raw_list = self.getAggregateRelatedValueList() delivery_list = [] for movement in raw_list: if movement.getPortalType() in self.getPortalMovementTypeList(): date = movement.getStopDate() if date is None: try: date = movement.getParent().getStopDate() except AttributeError: pass if date is not None and (at_date is None or date - at_date <= 0): current_owner = movement.getDestinationSectionValue() previous_owner = movement.getSourceSectionValue() if current_owner is None: try: current_owner = movement.getParent().getDestinationSectionValue() except AttributeError: pass if previous_owner is None: try: previous_owner = movement.getParent().getSourceSectionValue() except AttributeError: pass if current_owner is not None and previous_owner != current_owner: delivery_list.append(movement) delivery_list.sort(cmpfunc) return delivery_list security.declareProtected(Permissions.View, 'getSectionList') def getSectionList(self, at_date=None): """ Return the list of successive owners of the item with the corresponding ownership change dates If at_date is None, return the result all the time """ delivery_list = self.getSectionChangeValueList(at_date = at_date) owner_list = [] for delivery in delivery_list: owner_list.append( { 'owner' : delivery.getDestinationSectionValue(), 'date' : delivery.getStopDate() } ) return owner_list security.declareProtected(Permissions.View, 'getSectionValue') def getSectionValue(self, at_date=None): """ Return the owner of the item at the given date If at_date is None, return the last owner without time limit """ owner_list = self.getSectionList(at_date = at_date) if len(owner_list) > 0: return owner_list[-1]['owner'] return None security.declareProtected(Permissions.View, 'getCurrentSectionValue') def getCurrentSectionValue(self): """ Return the current owner of the item """ return self.getSectionValue( at_date = DateTime() ) security.declareProtected(Permissions.View, 'isUsingAmortisationMethod') def isUsingAmortisationMethod(self, method): """ Return true if this item is using the given method """ if self.getAmortisationMethod() == method: return 1 return 0 security.declareProtected(Permissions.View, 'isUsingEuLinearAmortisationMethod') def isUsingEuLinearAmortisationMethod(self): """ Return true if this item is using this method """ return self.isUsingAmortisationMethod('eu/linear') security.declareProtected(Permissions.View, 'isUsingFrDegressiveAmortisationMethod') def isUsingFrDegressiveAmortisationMethod(self): """ Return true if this item is using this method """ return self.isUsingAmortisationMethod('fr/degressive') security.declareProtected(Permissions.View, 'isUsingFrActualUseAmortisationMethod') def isUsingFrActualUseAmortisationMethod(self): """ Return true if this item is using this method """ return self.isUsingAmortisationMethod('fr/actual_use')