shutro-erp 0.3.4 → 0.3.5

package/dist/purchase/index.js

@@ -9,7 +9,8 @@ import { messaging } from '../messaging/index.js';
 import { defineModule } from '../modules-sdk/index.js';
 import { permissions } from '../permissions/index.js';
 import { product } from '../product/index.js';
-import { action, form, kanban, list, search } from '../views/index.js';
+import { reporting } from '../reporting/index.js';
+import { action, calendar, form, kanban, list, search, stat } from '../views/index.js';
 import { purchaseDemo } from './demo.js';
 import { PurchaseOrder, purchaseShutro } from './module.js';
 export { PurchaseOrder, PurchaseOrderLine, purchaseShutro } from './module.js';
@@ -17,7 +18,14 @@ export const purchase = defineModule({
     shutro: purchaseShutro,
     kosh: '^0.1.0',
     hooks: { demo: purchaseDemo },
-    depends: [contacts, product, messaging, permissions],
+    depends: [contacts, product, messaging, permissions, reporting],
+    events: [
+        {
+            topic: 'purchase.order.confirmed',
+            model: 'purchase.order',
+            label: 'Purchase order confirmed',
+        },
+    ],
     app: {
         code: 'purchase',
         label: 'Purchase',
@@ -31,6 +39,22 @@ export const purchase = defineModule({
         manager: { label: 'Manager (all orders)', groups: ['purchase.manager'], implies: ['user'] },
         director: { label: 'Director', groups: ['purchase.director'], implies: ['manager'] },
     },
+    // Settings › App settings › Purchase (RFC 0020): per company, changed by purchase managers.
+    settings: {
+        sections: [
+            {
+                key: 'orders',
+                label: 'Purchase orders',
+                description: 'The terms new requests for quotation and purchase orders start with.',
+                keywords: 'purchase order rfq terms conditions vendor',
+                scope: 'company',
+                editors: ['purchase.manager'],
+                fields: [
+                    { key: 'purchaseTerms', help: 'Filled in on new orders; each can still be changed.' },
+                ],
+            },
+        ],
+    },
     approvals: [
         {
             name: 'Purchase approvals',
@@ -51,6 +75,134 @@ export const purchase = defineModule({
             ],
         },
     ],
+    // The Overview (RFC 0022 step 2): spend against last month, what waits, who we buy from.
+    overview: {
+        cards: [
+            {
+                id: 'spend_month',
+                title: 'Purchases this month',
+                kind: 'kpi',
+                model: 'purchase.order',
+                measure: 'sum:amountTotal',
+                filter: { state: { in: ['purchase', 'done'] } },
+                comparison: { field: 'dateOrder', mode: 'previous' },
+                w: 3,
+            },
+            {
+                id: 'orders_month',
+                title: 'Orders this month',
+                kind: 'kpi',
+                model: 'purchase.order',
+                measure: 'count',
+                filter: { state: { in: ['purchase', 'done'] } },
+                comparison: { field: 'dateOrder', mode: 'previous' },
+                w: 3,
+            },
+            {
+                id: 'open_rfqs',
+                title: 'Open requests',
+                kind: 'kpi',
+                model: 'purchase.order',
+                measure: 'count',
+                filter: { state: { in: ['draft', 'sent'] } },
+                w: 3,
+            },
+            {
+                id: 'to_approve',
+                title: 'Waiting approval',
+                kind: 'kpi',
+                model: 'purchase.order',
+                measure: 'count',
+                filter: { state: 'to_approve' },
+                w: 3,
+            },
+            {
+                id: 'spend_by_month',
+                title: 'Purchases by month',
+                kind: 'chart',
+                model: 'purchase.order',
+                measure: 'sum:amountTotal',
+                groupBy: 'dateOrder:month',
+                filter: { state: { in: ['purchase', 'done'] } },
+                chart: 'bar',
+                w: 6,
+            },
+            {
+                id: 'top_vendors',
+                title: 'Top vendors',
+                kind: 'pivot',
+                model: 'purchase.order',
+                measure: 'sum:amountTotal',
+                groupBy: 'partner',
+                filter: { state: { in: ['purchase', 'done'] } },
+                w: 6,
+            },
+            {
+                id: 'by_buyer',
+                title: 'By buyer',
+                kind: 'chart',
+                model: 'purchase.order',
+                measure: 'sum:amountTotal',
+                groupBy: 'user',
+                filter: { state: { in: ['purchase', 'done'] } },
+                chart: 'pie',
+                w: 6,
+            },
+            {
+                id: 'biggest_open',
+                title: 'Biggest open requests',
+                kind: 'list',
+                model: 'purchase.order',
+                measure: 'sum:amountTotal',
+                filter: { state: { in: ['draft', 'sent', 'to_approve'] } },
+                w: 6,
+            },
+        ],
+    },
+    viewExtensions: [
+        {
+            view: 'product.product.form',
+            operations: [
+                {
+                    append: 'related',
+                    nodes: [
+                        stat({
+                            id: 'product_bought',
+                            label: 'Bought',
+                            model: 'purchase.order.line',
+                            where: { product: { $record: 'id' }, 'order.state': { in: ['purchase', 'done'] } },
+                            measure: { sum: 'quantity' },
+                        }),
+                    ],
+                },
+            ],
+        },
+        {
+            view: 'res.partner.form',
+            operations: [
+                {
+                    append: 'related',
+                    nodes: [
+                        stat({
+                            id: 'purchase_orders',
+                            label: 'Purchase orders',
+                            model: PurchaseOrder,
+                            where: { partner: { $record: 'id' }, state: { in: ['purchase', 'done'] } },
+                            action: 'purchase.action_orders',
+                        }),
+                        stat({
+                            id: 'purchase_spend',
+                            label: 'Purchases',
+                            model: PurchaseOrder,
+                            where: { partner: { $record: 'id' }, state: { in: ['purchase', 'done'] } },
+                            measure: { sum: 'amountTotal' },
+                            action: 'purchase.action_orders',
+                        }),
+                    ],
+                },
+            ],
+        },
+    ],
     actions: {
         'purchase.action_rfqs': action(PurchaseOrder, {
             label: 'Requests for quotation',
@@ -59,7 +211,7 @@ export const purchase = defineModule({
         }),
         'purchase.action_orders': action(PurchaseOrder, {
             label: 'Purchase orders',
-            views: ['list', 'kanban', 'form'],
+            views: ['list', 'kanban', 'calendar', 'form'],
             defaultFilters: ['orders'],
         }),
         'purchase.action_to_approve': action(PurchaseOrder, {
@@ -138,6 +290,8 @@ export const purchase = defineModule({
                 ],
             },
             sheet: [
+                // Bills and receipts: the bridges append their tiles (RFC 0022 §3.1).
+                k.stats('related', []),
                 k.group('vendor', ['partner', 'partnerReference', 'currency']),
                 k.group('dates', ['name', 'dateOrder', 'datePlanned', 'user', 'origin']),
                 k.lines('lines', [
@@ -157,6 +311,12 @@ export const purchase = defineModule({
             readonlyWhen: { state: { in: ['done', 'cancel'] } },
             chatter: true,
         })),
+        'purchase.order.calendar': calendar(PurchaseOrder, {
+            dateStart: 'datePlanned',
+            title: 'name',
+            color: 'state',
+            mode: 'month',
+        }),
     },
     search: {
         'purchase.order': search(PurchaseOrder, {

package/dist/purchase/module.d.ts

@@ -188,6 +188,7 @@ export declare const PurchaseOrder: import("../server/orm.js").Model<"purchase.o
             readonly to: "purchase";
             readonly guard: (records: never) => unknown;
             readonly message: "Waiting for approvals.";
+            readonly after: (records: never) => unknown;
         };
         readonly reject: {
             readonly from: readonly ["to_approve"];
@@ -365,6 +366,7 @@ export declare const PurchaseOrder: import("../server/orm.js").Model<"purchase.o
             readonly to: "purchase";
             readonly guard: (records: never) => unknown;
             readonly message: "Waiting for approvals.";
+            readonly after: (records: never) => unknown;
         };
         readonly reject: {
             readonly from: readonly ["to_approve"];
@@ -395,6 +397,19 @@ export declare const PurchaseOrder: import("../server/orm.js").Model<"purchase.o
         sequence: false;
     }>;
 }>>;
+/** The company's purchase settings (RFC 0020): the terms new orders start with. */
+export declare const CompanyPurchase: import("../server/orm.js").Extension<"res.company", {
+    readonly purchaseTerms: import("../server/orm.js").ScalarField<"text", string, string, {
+        readonly required: false;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: false;
+        readonly readonly: false;
+    }>;
+}, Record<never, never>>;
 export declare const PurchaseOrderLine: import("../server/orm.js").Model<"purchase.order.line", {
     readonly id: import("../server/orm.js").IdField<"purchase.order.line">;
     readonly createdAt: import("../server/orm.js").ScalarField<'datetime', Date, Date, {
@@ -871,6 +886,7 @@ export declare const purchaseShutro: import("../server/orm.js").Module<readonly
             readonly to: "purchase";
             readonly guard: (records: never) => unknown;
             readonly message: "Waiting for approvals.";
+            readonly after: (records: never) => unknown;
         };
         readonly reject: {
             readonly from: readonly ["to_approve"];
@@ -1048,6 +1064,7 @@ export declare const purchaseShutro: import("../server/orm.js").Module<readonly
             readonly to: "purchase";
             readonly guard: (records: never) => unknown;
             readonly message: "Waiting for approvals.";
+            readonly after: (records: never) => unknown;
         };
         readonly reject: {
             readonly from: readonly ["to_approve"];
@@ -1362,7 +1379,70 @@ export declare const purchaseShutro: import("../server/orm.js").Module<readonly
         readonly hasDefault: false;
         readonly readonly: true;
     }>;
-}>>], readonly [import("../server/orm.js").Module<readonly [import("../server/orm.js").Model<"res.partner", {
+}>>], readonly [import("../server/orm.js").Module<readonly [import("../server/orm.js").Model<"res.partner.tag", {
+    readonly id: import("../server/orm.js").IdField<"res.partner.tag">;
+    readonly createdAt: import("../server/orm.js").ScalarField<'datetime', Date, Date, {
+        required: true;
+        readonly: true;
+        computed: false;
+        inverse: false;
+        hasDefault: false;
+        sequence: false;
+    }>;
+    readonly updatedAt: import("../server/orm.js").ScalarField<'datetime', Date, Date, {
+        required: true;
+        readonly: true;
+        computed: false;
+        inverse: false;
+        hasDefault: false;
+        sequence: false;
+    }>;
+    readonly createdBy: import("../server/orm.js").Many2oneField<'res.users', {
+        required: false;
+        readonly: true;
+        computed: false;
+        inverse: false;
+        hasDefault: false;
+        sequence: false;
+    }>;
+    readonly updatedBy: import("../server/orm.js").Many2oneField<'res.users', {
+        required: false;
+        readonly: true;
+        computed: false;
+        inverse: false;
+        hasDefault: false;
+        sequence: false;
+    }>;
+    readonly displayName: import("../server/orm.js").CharField<{
+        required: true;
+        readonly: true;
+        computed: true;
+        inverse: false;
+        hasDefault: false;
+        sequence: false;
+    }>;
+    readonly name: import("../server/orm.js").CharField<{
+        readonly required: true;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: false;
+        readonly readonly: false;
+    }, string>;
+}, {} & import("../server/orm.js").TransitionMethods<{
+    readonly name: import("../server/orm.js").CharField<{
+        readonly required: true;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: false;
+        readonly readonly: false;
+    }, string>;
+}>>, import("../server/orm.js").Model<"res.partner", {
     readonly id: import("../server/orm.js").IdField<"res.partner">;
     readonly createdAt: import("../server/orm.js").ScalarField<'datetime', Date, Date, {
         required: true;
@@ -1416,6 +1496,46 @@ export declare const purchaseShutro: import("../server/orm.js").Module<readonly
         readonly hasDefault: false;
         readonly readonly: false;
     }, string>;
+    readonly image: import("../server/orm.js").Many2oneField<"storage.attachment", {
+        readonly required: false;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: false;
+        readonly readonly: false;
+    }>;
+    readonly tags: import("../server/orm.js").Many2manyField<"res.partner.tag", {
+        readonly required: true;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: true;
+        readonly readonly: false;
+    }>;
+    readonly latitude: import("../server/orm.js").DecimalField<{
+        readonly required: false;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: false;
+        readonly readonly: false;
+    }>;
+    readonly longitude: import("../server/orm.js").DecimalField<{
+        readonly required: false;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: false;
+        readonly readonly: false;
+    }>;
     readonly isCompany: import("../server/orm.js").ScalarField<"boolean", boolean, boolean, {
         readonly required: true;
         readonly computed: false;
@@ -1597,6 +1717,46 @@ export declare const purchaseShutro: import("../server/orm.js").Module<readonly
         readonly hasDefault: false;
         readonly readonly: false;
     }, string>;
+    readonly image: import("../server/orm.js").Many2oneField<"storage.attachment", {
+        readonly required: false;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: false;
+        readonly readonly: false;
+    }>;
+    readonly tags: import("../server/orm.js").Many2manyField<"res.partner.tag", {
+        readonly required: true;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: true;
+        readonly readonly: false;
+    }>;
+    readonly latitude: import("../server/orm.js").DecimalField<{
+        readonly required: false;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: false;
+        readonly readonly: false;
+    }>;
+    readonly longitude: import("../server/orm.js").DecimalField<{
+        readonly required: false;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: false;
+        readonly readonly: false;
+    }>;
     readonly isCompany: import("../server/orm.js").ScalarField<"boolean", boolean, boolean, {
         readonly required: true;
         readonly computed: false;
@@ -1767,7 +1927,28 @@ export declare const purchaseShutro: import("../server/orm.js").Module<readonly
         readonly hasDefault: false;
         readonly readonly: false;
     }>;
-}>>], readonly [import("../server/orm.js").Module<readonly import("../server/orm.js").AnyModel[], readonly import("../server/orm.js").ModuleBase[], readonly import("../server/orm.js").AnyExtension[]>], readonly []>, import("../server/orm.js").Module<readonly [import("../server/orm.js").Model<"uom.uom", {
+}>>], readonly [import("../server/orm.js").Module<readonly import("../server/orm.js").AnyModel[], readonly import("../server/orm.js").ModuleBase[], readonly import("../server/orm.js").AnyExtension[]>, import("../server/orm.js").Module<readonly import("../server/orm.js").AnyModel[], readonly import("../server/orm.js").ModuleBase[], readonly import("../server/orm.js").AnyExtension[]>], readonly [import("../server/orm.js").Extension<"res.company", {
+    readonly contactTaxIdRequired: import("../server/orm.js").ScalarField<"boolean", boolean, boolean, {
+        readonly required: true;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: true;
+        readonly readonly: false;
+    }>;
+    readonly contactUniqueEmail: import("../server/orm.js").ScalarField<"boolean", boolean, boolean, {
+        readonly required: true;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: true;
+        readonly readonly: false;
+    }>;
+}, Record<never, never>>]>, import("../server/orm.js").Module<readonly [import("../server/orm.js").Model<"uom.uom", {
     readonly id: import("../server/orm.js").IdField<"uom.uom">;
     readonly createdAt: import("../server/orm.js").ScalarField<'datetime', Date, Date, {
         required: true;
@@ -2301,6 +2482,16 @@ export declare const purchaseShutro: import("../server/orm.js").Module<readonly
         readonly hasDefault: false;
         readonly readonly: false;
     }, string>;
+    readonly image: import("../server/orm.js").Many2oneField<"storage.attachment", {
+        readonly required: false;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: false;
+        readonly readonly: false;
+    }>;
     readonly listPrice: import("../server/orm.js").DecimalField<{
         readonly required: true;
         readonly computed: false;
@@ -2452,6 +2643,16 @@ export declare const purchaseShutro: import("../server/orm.js").Module<readonly
         readonly hasDefault: false;
         readonly readonly: false;
     }, string>;
+    readonly image: import("../server/orm.js").Many2oneField<"storage.attachment", {
+        readonly required: false;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: false;
+        readonly readonly: false;
+    }>;
     readonly listPrice: import("../server/orm.js").DecimalField<{
         readonly required: true;
         readonly computed: false;
@@ -2542,4 +2743,15 @@ export declare const purchaseShutro: import("../server/orm.js").Module<readonly
         readonly hasDefault: false;
         readonly readonly: false;
     }>;
-}>>], readonly [import("../server/orm.js").Module<readonly import("../server/orm.js").AnyModel[], readonly import("../server/orm.js").ModuleBase[], readonly import("../server/orm.js").AnyExtension[]>], readonly []>, import("../server/orm.js").Module<readonly import("../server/orm.js").AnyModel[], readonly import("../server/orm.js").ModuleBase[], readonly import("../server/orm.js").AnyExtension[]>, import("../server/orm.js").Module<readonly import("../server/orm.js").AnyModel[], readonly import("../server/orm.js").ModuleBase[], readonly import("../server/orm.js").AnyExtension[]>], readonly []>;
+}>>], readonly [import("../server/orm.js").Module<readonly import("../server/orm.js").AnyModel[], readonly import("../server/orm.js").ModuleBase[], readonly import("../server/orm.js").AnyExtension[]>, import("../server/orm.js").Module<readonly import("../server/orm.js").AnyModel[], readonly import("../server/orm.js").ModuleBase[], readonly import("../server/orm.js").AnyExtension[]>], readonly []>, import("../server/orm.js").Module<readonly import("../server/orm.js").AnyModel[], readonly import("../server/orm.js").ModuleBase[], readonly import("../server/orm.js").AnyExtension[]>, import("../server/orm.js").Module<readonly import("../server/orm.js").AnyModel[], readonly import("../server/orm.js").ModuleBase[], readonly import("../server/orm.js").AnyExtension[]>], readonly [import("../server/orm.js").Extension<"res.company", {
+    readonly purchaseTerms: import("../server/orm.js").ScalarField<"text", string, string, {
+        readonly required: false;
+        readonly computed: false;
+        readonly inverse: false;
+        readonly sequence: false;
+        readonly computeName: undefined;
+        readonly store: true;
+        readonly hasDefault: false;
+        readonly readonly: false;
+    }>;
+}, Record<never, never>>]>;

package/dist/purchase/module.js

@@ -9,7 +9,7 @@ import { messagingShutro } from '../messaging/index.js';
 import { approvalGuard, permissionsShutro, requestApprovals } from '../permissions/index.js';
 import { computeTaxes, productShutro, taxRule } from '../product/index.js';
 import { orm } from '../server/orm.js';
-import { check, compute, defineModel, defineModule, f, onchange, records, } from './.kosh/bindings.js';
+import { check, compute, defineModel, defineModule, extendModel, f, onchange, records, } from './.kosh/bindings.js';
 /** A line's taxes through the engine (RFC 0016): its amount, its taxes in order. */
 function taxesOf(l) {
     return computeTaxes(l.quantity.times(l.priceUnit), l.quantity, [...l.taxes].map(taxRule));
@@ -93,6 +93,11 @@ export const PurchaseOrder = defineModel('purchase.order', {
                     to: 'purchase',
                     guard: records('purchase.order', (orders) => approvalGuard(orders)),
                     message: 'Waiting for approvals.',
+                    // Other apps act on a confirmation through the outbox (purchase_stock makes the receipt).
+                    after: records('purchase.order', async (orders) => {
+                        for (const o of await orders.load({}))
+                            await orders.env.emit('purchase.order.confirmed', { id: o.id });
+                    }),
                 },
                 reject: { from: ['to_approve'], to: 'draft' },
                 lock: { from: ['purchase'], to: 'done' },
@@ -104,8 +109,14 @@ export const PurchaseOrder = defineModel('purchase.order', {
         }),
     },
     onchange: {
-        // The vendor's currency, else the company's.
+        // The vendor's currency, else the company's; empty terms from the company's settings.
         partner: onchange('purchase.order', async (d, env) => {
+            if ((d.get('note') ?? '') === '') {
+                const [company] = (await env.model('res.company').browse([env.companyId]).load(['purchaseTerms'])).read(['purchaseTerms']);
+                const terms = company?.['purchaseTerms'];
+                if (typeof terms === 'string' && terms !== '')
+                    d.set('note', terms);
+            }
             const p = await d.record('partner');
             if (p?.currency) {
                 d.set('currency', p.currency.id);
@@ -120,6 +131,12 @@ export const PurchaseOrder = defineModel('purchase.order', {
         }),
     },
 });
+/** The company's purchase settings (RFC 0020): the terms new orders start with. */
+export const CompanyPurchase = extendModel('res.company', {
+    fields: {
+        purchaseTerms: f.text({ label: 'Default terms and conditions' }),
+    },
+});
 export const PurchaseOrderLine = defineModel('purchase.order.line', {
     label: 'Purchase line',
     access: {
@@ -208,7 +225,7 @@ export const PurchaseOrderLine = defineModel('purchase.order.line', {
 });
 export const purchaseShutro = defineModule({
     name: 'purchase',
-    version: '0.2.0',
+    version: '0.3.0',
     migrations: [
         {
             version: '0.2.0',
@@ -246,4 +263,5 @@ export const purchaseShutro = defineModule({
         }),
     ],
     models: [PurchaseOrder, PurchaseOrderLine],
+    extensions: [CompanyPurchase],
 });

package/dist/purchase_account/.kosh/bindings.js

@@ -1,4 +1,4 @@
-// GENERATED by `pnpm generate:models` (Shutro’s generator). Do not edit. definitions-hash: 44c407ac55365894
+// GENERATED by `pnpm generate:models` (Shutro’s generator). Do not edit. definitions-hash: 43079420e45369c2
 // Bindings of module `purchase_account`: import the definition API from here to get types scoped to what it can see.
 export { defineModel, defineModule, extendModel, f, replace } from '../../server/orm.js';
 import { definitions } from '../../server/orm.js';