[16.0][MIG] account_spread_cost_revenue
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Andrea Stirpe
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e2ab9e5fdb
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0698663e48
@ -2,10 +2,13 @@
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Cost-Revenue Spread
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===================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:560d87ede92fd18ca4a929595b6a9fd9f558f6b577e8c9bad1f8e7236ad4175d
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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@ -14,16 +17,16 @@ Cost-Revenue Spread
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
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:target: https://github.com/OCA/account-financial-tools/tree/14.0/account_spread_cost_revenue
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:target: https://github.com/OCA/account-financial-tools/tree/16.0/account_spread_cost_revenue
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:alt: OCA/account-financial-tools
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-financial-tools-14-0/account-financial-tools-14-0-account_spread_cost_revenue
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:target: https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_spread_cost_revenue
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/92/14.0
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:alt: Try me on Runbot
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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|badge1| |badge2| |badge3| |badge4| |badge5|
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Allows to spread costs or revenues over a customizable periods, to even out cost or invoice spikes.
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@ -67,7 +70,7 @@ Usage
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Define Spread Costs/Revenues Board
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Under Invoicing -> Adviser -> Accounting Entries -> Spread Costs/Revenues, create a new spread board.
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Under Invoicing -> Accounting -> Journals -> Spread Costs/Revenues, create a new spread board.
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Complete the definition of the spreading criteria, by setting the the fields:
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@ -79,17 +82,17 @@ Complete the definition of the spreading criteria, by setting the the fields:
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* *Start date*
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* *Journal*
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/spread.png
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/spread.png
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:alt: Create a new spread board
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Click on the button on the top-left to calculate the spread lines.
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Click on the "Recalculate unposted lines" button on the top-left to calculate the spread lines.
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/create_spread.png
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/create_spread.png
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:alt: The spreading board is defined
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A cron job will automatically create the accounting moves for all the lines having date previous that the current day (today).
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/update_spread.png
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/update_spread.png
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:alt: The spreading board is updated by the cron job
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By default, the status of the created accounting moves is posted.
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@ -104,7 +107,7 @@ Link Invoice to Spread Costs/Revenues Board
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Create an invoice or vendor bill in draft. On its lines, the spreading right-arrow icon are displayed in dark-grey color.
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/invoice_line_1.png
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/invoice_line_1.png
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:alt: On the invoice line the spreading icon is displayed
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Click on the spreading right-arrow icon. A wizard prompts to enter a *Spread Action Type*:
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@ -119,11 +122,11 @@ the selected Spread Board will be automatically displayed.
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Go back to the draft invoice/bill. The spreading functionality is now enabled on the invoice line:
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the spreading right-arrow icon is now displayed in green color.
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/invoice_line_2.png
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/invoice_line_2.png
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:alt: On the invoice line the spreading icon is displayed in green color
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Validate the invoice/bill. Click on the spreading (green) right-arrow icon to open the spread board, then click
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on the smart button *Reconciled entries*: the moves of the spread lines are reconciled with the move of the invoice line.
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on the smart button *Posted entries* to see the moves of the spread lines together with the move of the invoice line.
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In case the Subtotal Price of the invoice line is different than the *Estimated Amount* of the spread board, the spread
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lines (not yet posted) will be recalculated when validating the invoice/bill.
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@ -181,8 +184,8 @@ Bug Tracker
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_spread_cost_revenue%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_spread_cost_revenue%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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@ -199,6 +202,7 @@ Contributors
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* Andrea Stirpe <a.stirpe@onestein.nl>
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* Kitti U. <kittiu@ecosoft.co.th>
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* Saran Lim. <saranl@ecosoft.co.th>
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Other credits
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~~~~~~~~~~~~~
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@ -220,14 +224,6 @@ OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-astirpe| image:: https://github.com/astirpe.png?size=40px
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:target: https://github.com/astirpe
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:alt: astirpe
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-astirpe|
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This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/14.0/account_spread_cost_revenue>`_ project on GitHub.
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This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_spread_cost_revenue>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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@ -4,20 +4,13 @@
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{
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"name": "Cost-Revenue Spread",
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"summary": "Spread costs and revenues over a custom period",
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"version": "15.0.1.0.0",
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"version": "16.0.1.0.0",
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"development_status": "Beta",
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"author": "Onestein,Odoo Community Association (OCA)",
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"maintainers": ["astirpe"],
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"license": "AGPL-3",
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"website": "https://github.com/OCA/account-financial-tools",
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"category": "Accounting & Finance",
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"depends": ["account"],
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"assets": {
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"web.assets_backend": [
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"/account_spread_cost_revenue/static/src/scss/account_spread.scss",
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"/account_spread_cost_revenue/static/src/js/account_spread.js",
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],
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},
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"data": [
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"security/ir.model.access.csv",
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"security/account_spread_security.xml",
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@ -13,7 +13,7 @@ class AccountMove(models.Model):
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res = super().action_post()
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spreads = self.mapped("invoice_line_ids.spread_id")
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spreads.compute_spread_board()
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# On posting of spread moves. Find their related spreads to creconcile
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# On posting of spread moves. Find their related spreads to reconcile
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move_spreads = self.env["account.spread"].search(
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[("line_ids.move_id", "in", self.ids)]
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)
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@ -129,8 +129,8 @@ class AccountMoveLine(models.Model):
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if aline.account_id and iline.account_id != aline.account_id:
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return False
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if (
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aline.analytic_account_id
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and iline.account_analytic_id != aline.analytic_account_id
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aline.analytic_distribution
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and iline.analytic_distribution != aline.analytic_distribution
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):
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return False
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return True
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@ -3,7 +3,6 @@
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import calendar
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import time
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from datetime import timedelta
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from dateutil.relativedelta import relativedelta
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@ -15,7 +14,8 @@ from odoo.tools import float_is_zero
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class AccountSpread(models.Model):
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_name = "account.spread"
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_description = "Account Spread"
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_inherit = ["mail.thread"]
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_inherit = ["mail.thread", "analytic.mixin"]
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_check_company_auto = True
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name = fields.Char(required=True)
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template_id = fields.Many2one("account.spread.template", string="Spread Template")
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@ -96,8 +96,15 @@ class AccountSpread(models.Model):
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"account.journal",
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compute="_compute_journal_id",
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readonly=False,
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precompute=True,
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store=True,
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required=True,
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check_company=True,
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domain="[('id', 'in', suitable_journal_ids)]",
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)
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suitable_journal_ids = fields.Many2many(
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"account.journal",
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compute="_compute_suitable_journal_ids",
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)
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invoice_line_ids = fields.One2many(
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"account.move.line", "spread_id", copy=False, string="Invoice Lines"
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@ -123,10 +130,6 @@ class AccountSpread(models.Model):
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required=True,
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default=lambda self: self.env.company.currency_id.id,
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)
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account_analytic_id = fields.Many2one(
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"account.analytic.account", string="Analytic Account"
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)
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analytic_tag_ids = fields.Many2many("account.analytic.tag", string="Analytic Tags")
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move_line_auto_post = fields.Boolean("Auto-post lines", default=True)
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display_create_all_moves = fields.Boolean(
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compute="_compute_display_create_all_moves",
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@ -155,6 +158,12 @@ class AccountSpread(models.Model):
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res["journal_id"] = default_journal.id
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return res
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@api.depends("company_id")
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def _compute_suitable_journal_ids(self):
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for spread in self:
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domain = [("company_id", "=", spread.company_id.id)]
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spread.suitable_journal_ids = self.env["account.journal"].search(domain)
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@api.depends("invoice_type")
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def _compute_spread_type(self):
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for spread in self:
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@ -248,6 +257,8 @@ class AccountSpread(models.Model):
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self.period_type = self.template_id.period_type
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if self.template_id.start_date:
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self.spread_date = self.template_id.start_date
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if self.template_id.analytic_distribution:
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self.analytic_distribution = self.template_id.analytic_distribution
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self.days_calc = self.template_id.days_calc
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@api.depends("invoice_type", "company_id")
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@ -444,7 +455,7 @@ class AccountSpread(models.Model):
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spread_end_date = spread_start_date + relativedelta(years=number_of_periods)
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# calculate by days and not first day of month should compute residual day only
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if self.days_calc and spread_end_date.day != 1:
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spread_end_date = spread_end_date - timedelta(days=1)
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spread_end_date = spread_end_date - relativedelta(days=1)
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else:
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spread_end_date = self._get_last_day_of_month(spread_end_date)
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return spread_end_date
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@ -564,6 +575,8 @@ class AccountSpread(models.Model):
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if mls_to_reconcile:
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do_reconcile = mls_to_reconcile + self.invoice_line_id
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do_reconcile.remove_move_reconcile()
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for line in do_reconcile:
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line.reconciled = False
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# ensure to reconcile only posted items
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do_reconcile = do_reconcile.filtered(lambda l: l.move_id.state == "posted")
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do_reconcile._check_spread_reconcile_validity()
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@ -588,12 +601,13 @@ class AccountSpread(models.Model):
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spread.is_debit_account_deprecated = spread.debit_account_id.deprecated
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spread.is_credit_account_deprecated = spread.credit_account_id.deprecated
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def open_reconcile_view(self):
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def open_posted_view(self):
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action_name = "account_spread_cost_revenue.action_account_moves_all_spread"
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[action] = self.env.ref(action_name).read()
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action = self.env["ir.actions.act_window"]._for_xml_id(action_name)
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action["domain"] = [("id", "in", [])]
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spread_mls = self.line_ids.mapped("move_id.line_ids")
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spread_mls = spread_mls.filtered(lambda m: m.reconciled)
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if self.env.context.get("show_reconciled_only"):
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spread_mls = spread_mls.filtered(lambda m: m.reconciled)
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if spread_mls:
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domain = [("id", "in", spread_mls.ids + [self.invoice_line_id.id])]
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action["domain"] = domain
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@ -64,16 +64,10 @@ class AccountInvoiceSpreadLine(models.Model):
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spread_date = self.env.context.get("spread_date") or self.date
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spread = self.spread_id
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analytic = spread.account_analytic_id
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analytic_tags = []
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if self.env["account.analytic.tag"].check_access_rights(
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"read", raise_exception=False
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):
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analytic_tags = [(6, 0, spread.analytic_tag_ids.ids)]
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analytic_distribution = spread.analytic_distribution
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company_currency = spread.company_id.currency_id
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current_currency = spread.currency_id
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not_same_curr = company_currency != current_currency
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amount = current_currency._convert(
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self.amount, company_currency, spread.company_id, spread_date
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)
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@ -92,10 +86,9 @@ class AccountInvoiceSpreadLine(models.Model):
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"debit": amount if amount > 0.0 else 0.0,
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"credit": -amount if amount < 0.0 else 0.0,
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"partner_id": self.spread_id.invoice_id.partner_id.id,
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"analytic_account_id": analytic.id,
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"analytic_tag_ids": analytic_tags,
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"currency_id": not_same_curr and current_currency.id or False,
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"amount_currency": not_same_curr and -1.0 * self.amount or 0.0,
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"journal_id": self.spread_id.journal_id.id,
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"analytic_distribution": analytic_distribution,
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"date": self.date,
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},
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),
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(
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@ -109,10 +102,9 @@ class AccountInvoiceSpreadLine(models.Model):
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"credit": amount if amount > 0.0 else 0.0,
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"debit": -amount if amount < 0.0 else 0.0,
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"partner_id": self.spread_id.invoice_id.partner_id.id,
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"analytic_account_id": analytic.id,
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"analytic_tag_ids": analytic_tags,
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"currency_id": not_same_curr and current_currency.id or False,
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"amount_currency": not_same_curr and self.amount or 0.0,
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"journal_id": self.spread_id.journal_id.id,
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"analytic_distribution": analytic_distribution,
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"date": self.date,
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},
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),
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]
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@ -7,6 +7,7 @@ from odoo.exceptions import UserError
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class AccountSpreadTemplate(models.Model):
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_name = "account.spread.template"
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_inherit = "analytic.mixin"
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_description = "Account Spread Template"
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name = fields.Char(required=True)
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@ -147,34 +148,10 @@ class AccountSpreadTemplate(models.Model):
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spread_vals["invoice_type"] = invoice_type
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return spread_vals
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@api.constrains("auto_spread_ids", "auto_spread")
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def _check_auto_spread_ids_unique(self):
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query = """
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select product_id, account_id, analytic_account_id
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from (
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select product_id, account_id, analytic_account_id, count(*)
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from account_spread_template_auto a
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join account_spread_template b on a.template_id = b.id
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where b.auto_spread = true and b.id in %s
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group by product_id, account_id, analytic_account_id
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) x where x.count > 1 """
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self._cr.execute(query, [self._ids])
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results = []
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for res in self._cr.fetchall():
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product = self.env["product.product"].browse(res[0])
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account = self.env["account.account"].browse(res[1])
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analytic = self.env["account.analytic.account"].browse(res[2])
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results.append(
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"{} / {} / {}".format(product.name, account.name, analytic.name)
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)
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if results:
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raise UserError(
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_("Followings are duplicated combinations,\n\n%s") % "\n".join(results)
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)
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class AccountSpreadTemplateAuto(models.Model):
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_name = "account.spread.template.auto"
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_inherit = "analytic.mixin"
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_description = "Auto create spread, based on product/account/analytic"
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template_id = fields.Many2one(
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@ -200,7 +177,3 @@ class AccountSpreadTemplateAuto(models.Model):
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comodel_name="account.account",
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||||
string="Account",
|
||||
)
|
||||
analytic_account_id = fields.Many2one(
|
||||
comodel_name="account.analytic.account",
|
||||
string="Analytic",
|
||||
)
|
||||
|
||||
@ -1,7 +1,7 @@
|
||||
Define Spread Costs/Revenues Board
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
Under Invoicing -> Accounting -> Miscellaneous -> Spread Costs/Revenues, create a new spread board.
|
||||
Under Invoicing -> Accounting -> Journals -> Spread Costs/Revenues, create a new spread board.
|
||||
|
||||
Complete the definition of the spreading criteria, by setting the the fields:
|
||||
|
||||
@ -13,17 +13,17 @@ Complete the definition of the spreading criteria, by setting the the fields:
|
||||
* *Start date*
|
||||
* *Journal*
|
||||
|
||||
.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/spread.png
|
||||
.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/spread.png
|
||||
:alt: Create a new spread board
|
||||
|
||||
Click on the "Recalculate unposted lines" button on the top-left to calculate the spread lines.
|
||||
|
||||
.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/create_spread.png
|
||||
.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/create_spread.png
|
||||
:alt: The spreading board is defined
|
||||
|
||||
A cron job will automatically create the accounting moves for all the lines having date previous that the current day (today).
|
||||
|
||||
.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/update_spread.png
|
||||
.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/update_spread.png
|
||||
:alt: The spreading board is updated by the cron job
|
||||
|
||||
By default, the status of the created accounting moves is posted.
|
||||
@ -38,7 +38,7 @@ Link Invoice to Spread Costs/Revenues Board
|
||||
|
||||
Create an invoice or vendor bill in draft. On its lines, the spreading right-arrow icon are displayed in dark-grey color.
|
||||
|
||||
.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/invoice_line_1.png
|
||||
.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/invoice_line_1.png
|
||||
:alt: On the invoice line the spreading icon is displayed
|
||||
|
||||
Click on the spreading right-arrow icon. A wizard prompts to enter a *Spread Action Type*:
|
||||
@ -53,11 +53,11 @@ the selected Spread Board will be automatically displayed.
|
||||
Go back to the draft invoice/bill. The spreading functionality is now enabled on the invoice line:
|
||||
the spreading right-arrow icon is now displayed in green color.
|
||||
|
||||
.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/invoice_line_2.png
|
||||
.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/invoice_line_2.png
|
||||
:alt: On the invoice line the spreading icon is displayed in green color
|
||||
|
||||
Validate the invoice/bill. Click on the spreading (green) right-arrow icon to open the spread board, then click
|
||||
on the smart button *Reconciled entries*: the moves of the spread lines are reconciled with the move of the invoice line.
|
||||
on the smart button *Posted entries* to see the moves of the spread lines together with the move of the invoice line.
|
||||
|
||||
In case the Subtotal Price of the invoice line is different than the *Estimated Amount* of the spread board, the spread
|
||||
lines (not yet posted) will be recalculated when validating the invoice/bill.
|
||||
|
||||
@ -1,20 +1,20 @@
|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
|
||||
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
|
||||
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
|
||||
<title>Cost-Revenue Spread</title>
|
||||
<style type="text/css">
|
||||
|
||||
/*
|
||||
:Author: David Goodger (goodger@python.org)
|
||||
:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $
|
||||
:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
|
||||
:Copyright: This stylesheet has been placed in the public domain.
|
||||
|
||||
Default cascading style sheet for the HTML output of Docutils.
|
||||
|
||||
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
|
||||
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
|
||||
customize this style sheet.
|
||||
*/
|
||||
|
||||
@ -366,39 +366,41 @@ ul.auto-toc {
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:560d87ede92fd18ca4a929595b6a9fd9f558f6b577e8c9bad1f8e7236ad4175d
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/14.0/account_spread_cost_revenue"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-tools-14-0/account-financial-tools-14-0-account_spread_cost_revenue"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/92/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-tools/tree/16.0/account_spread_cost_revenue"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_spread_cost_revenue"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||
<p>Allows to spread costs or revenues over a customizable periods, to even out cost or invoice spikes.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#configuration" id="id7">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="id8">Usage</a><ul>
|
||||
<li><a class="reference internal" href="#define-spread-costs-revenues-board" id="id9">Define Spread Costs/Revenues Board</a></li>
|
||||
<li><a class="reference internal" href="#link-invoice-to-spread-costs-revenues-board" id="id10">Link Invoice to Spread Costs/Revenues Board</a></li>
|
||||
<li><a class="reference internal" href="#define-spread-costs-revenues-template" id="id11">Define Spread Costs/Revenues Template</a></li>
|
||||
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a><ul>
|
||||
<li><a class="reference internal" href="#define-spread-costs-revenues-board" id="toc-entry-3">Define Spread Costs/Revenues Board</a></li>
|
||||
<li><a class="reference internal" href="#link-invoice-to-spread-costs-revenues-board" id="toc-entry-4">Link Invoice to Spread Costs/Revenues Board</a></li>
|
||||
<li><a class="reference internal" href="#define-spread-costs-revenues-template" id="toc-entry-5">Define Spread Costs/Revenues Template</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><a class="reference internal" href="#changelog" id="id12">Changelog</a><ul>
|
||||
<li><a class="reference internal" href="#id1" id="id13">13.0.1.0.0</a></li>
|
||||
<li><a class="reference internal" href="#id2" id="id14">12.0.2.0.0</a></li>
|
||||
<li><a class="reference internal" href="#id3" id="id15">12.0.1.1.0</a></li>
|
||||
<li><a class="reference internal" href="#id4" id="id16">12.0.1.0.0</a></li>
|
||||
<li><a class="reference internal" href="#id5" id="id17">11.0.1.0.0</a></li>
|
||||
<li><a class="reference internal" href="#changelog" id="toc-entry-6">Changelog</a><ul>
|
||||
<li><a class="reference internal" href="#section-1" id="toc-entry-7">13.0.1.0.0</a></li>
|
||||
<li><a class="reference internal" href="#section-2" id="toc-entry-8">12.0.2.0.0</a></li>
|
||||
<li><a class="reference internal" href="#section-3" id="toc-entry-9">12.0.1.1.0</a></li>
|
||||
<li><a class="reference internal" href="#section-4" id="toc-entry-10">12.0.1.0.0</a></li>
|
||||
<li><a class="reference internal" href="#section-5" id="toc-entry-11">11.0.1.0.0</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="id18">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="id19">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="id20">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="id21">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#other-credits" id="id22">Other credits</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="id23">Maintainers</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-12">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-13">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-14">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-15">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#other-credits" id="toc-entry-16">Other credits</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-17">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#id7">Configuration</a></h1>
|
||||
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
|
||||
<p>To be able to access the full spreading features, the user must belong to <em>Show Full Accounting Features</em> group.</p>
|
||||
<p>On the form view of the company, in the <em>Account Spread</em> tab, you can configure
|
||||
the journals in which the spread journal items will be generated by default:</p>
|
||||
@ -422,10 +424,10 @@ enable/disable the automatic posting by the flag <em>Auto-post lines</em> presen
|
||||
cron job to automatically archive the spreads when all lines are posted.</p>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#id8">Usage</a></h1>
|
||||
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
|
||||
<div class="section" id="define-spread-costs-revenues-board">
|
||||
<h2><a class="toc-backref" href="#id9">Define Spread Costs/Revenues Board</a></h2>
|
||||
<p>Under Invoicing -> Adviser -> Accounting Entries -> Spread Costs/Revenues, create a new spread board.</p>
|
||||
<h2><a class="toc-backref" href="#toc-entry-3">Define Spread Costs/Revenues Board</a></h2>
|
||||
<p>Under Invoicing -> Accounting -> Journals -> Spread Costs/Revenues, create a new spread board.</p>
|
||||
<p>Complete the definition of the spreading criteria, by setting the the fields:</p>
|
||||
<ul class="simple">
|
||||
<li><em>Debit Account</em></li>
|
||||
@ -437,15 +439,15 @@ cron job to automatically archive the spreads when all lines are posted.</p>
|
||||
<li><em>Journal</em></li>
|
||||
</ul>
|
||||
<div class="figure">
|
||||
<img alt="Create a new spread board" src="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/spread.png" />
|
||||
<img alt="Create a new spread board" src="https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/spread.png" />
|
||||
</div>
|
||||
<p>Click on the button on the top-left to calculate the spread lines.</p>
|
||||
<p>Click on the “Recalculate unposted lines” button on the top-left to calculate the spread lines.</p>
|
||||
<div class="figure">
|
||||
<img alt="The spreading board is defined" src="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/create_spread.png" />
|
||||
<img alt="The spreading board is defined" src="https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/create_spread.png" />
|
||||
</div>
|
||||
<p>A cron job will automatically create the accounting moves for all the lines having date previous that the current day (today).</p>
|
||||
<div class="figure">
|
||||
<img alt="The spreading board is updated by the cron job" src="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/update_spread.png" />
|
||||
<img alt="The spreading board is updated by the cron job" src="https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/update_spread.png" />
|
||||
</div>
|
||||
<p>By default, the status of the created accounting moves is posted.
|
||||
To disable the automatic posting of the accounting moves, set the flag <em>Auto-post lines</em> to False.
|
||||
@ -454,10 +456,10 @@ This flag is only available when the <em>Auto-post spread lines</em> option, pre
|
||||
this will also reset all the journal entries previously created.</p>
|
||||
</div>
|
||||
<div class="section" id="link-invoice-to-spread-costs-revenues-board">
|
||||
<h2><a class="toc-backref" href="#id10">Link Invoice to Spread Costs/Revenues Board</a></h2>
|
||||
<h2><a class="toc-backref" href="#toc-entry-4">Link Invoice to Spread Costs/Revenues Board</a></h2>
|
||||
<p>Create an invoice or vendor bill in draft. On its lines, the spreading right-arrow icon are displayed in dark-grey color.</p>
|
||||
<div class="figure">
|
||||
<img alt="On the invoice line the spreading icon is displayed" src="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/invoice_line_1.png" />
|
||||
<img alt="On the invoice line the spreading icon is displayed" src="https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/invoice_line_1.png" />
|
||||
</div>
|
||||
<p>Click on the spreading right-arrow icon. A wizard prompts to enter a <em>Spread Action Type</em>:</p>
|
||||
<ul class="simple">
|
||||
@ -470,15 +472,15 @@ the selected Spread Board will be automatically displayed.</p>
|
||||
<p>Go back to the draft invoice/bill. The spreading functionality is now enabled on the invoice line:
|
||||
the spreading right-arrow icon is now displayed in green color.</p>
|
||||
<div class="figure">
|
||||
<img alt="On the invoice line the spreading icon is displayed in green color" src="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_spread_cost_revenue/static/description/invoice_line_2.png" />
|
||||
<img alt="On the invoice line the spreading icon is displayed in green color" src="https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_spread_cost_revenue/static/description/invoice_line_2.png" />
|
||||
</div>
|
||||
<p>Validate the invoice/bill. Click on the spreading (green) right-arrow icon to open the spread board, then click
|
||||
on the smart button <em>Reconciled entries</em>: the moves of the spread lines are reconciled with the move of the invoice line.</p>
|
||||
on the smart button <em>Posted entries</em> to see the moves of the spread lines together with the move of the invoice line.</p>
|
||||
<p>In case the Subtotal Price of the invoice line is different than the <em>Estimated Amount</em> of the spread board, the spread
|
||||
lines (not yet posted) will be recalculated when validating the invoice/bill.</p>
|
||||
</div>
|
||||
<div class="section" id="define-spread-costs-revenues-template">
|
||||
<h2><a class="toc-backref" href="#id11">Define Spread Costs/Revenues Template</a></h2>
|
||||
<h2><a class="toc-backref" href="#toc-entry-5">Define Spread Costs/Revenues Template</a></h2>
|
||||
<p>Under Invoicing -> Configuration -> Accounting -> Spread Templates, create a new spread template.</p>
|
||||
<ul class="simple">
|
||||
<li><em>Spread Type</em></li>
|
||||
@ -493,34 +495,34 @@ This way the above fields will be copied to the Spread Board.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div class="section" id="changelog">
|
||||
<h1><a class="toc-backref" href="#id12">Changelog</a></h1>
|
||||
<div class="section" id="id1">
|
||||
<h2><a class="toc-backref" href="#id13">13.0.1.0.0</a></h2>
|
||||
<h1><a class="toc-backref" href="#toc-entry-6">Changelog</a></h1>
|
||||
<div class="section" id="section-1">
|
||||
<h2><a class="toc-backref" href="#toc-entry-7">13.0.1.0.0</a></h2>
|
||||
<ul class="simple">
|
||||
<li>[MIG] Port account_spread_cost_revenue to V13.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="id2">
|
||||
<h2><a class="toc-backref" href="#id14">12.0.2.0.0</a></h2>
|
||||
<div class="section" id="section-2">
|
||||
<h2><a class="toc-backref" href="#toc-entry-8">12.0.2.0.0</a></h2>
|
||||
<ul class="simple">
|
||||
<li>[ENH] In spread template, add option to auto create spread on invoice validation</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="id3">
|
||||
<h2><a class="toc-backref" href="#id15">12.0.1.1.0</a></h2>
|
||||
<div class="section" id="section-3">
|
||||
<h2><a class="toc-backref" href="#toc-entry-9">12.0.1.1.0</a></h2>
|
||||
<ul class="simple">
|
||||
<li>[ENH] Add optional Expense/Revenue Account in Chart Template, which can be used
|
||||
in place of account from invoice line to set Expense/Revenue account in the spread</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="id4">
|
||||
<h2><a class="toc-backref" href="#id16">12.0.1.0.0</a></h2>
|
||||
<div class="section" id="section-4">
|
||||
<h2><a class="toc-backref" href="#toc-entry-10">12.0.1.0.0</a></h2>
|
||||
<ul class="simple">
|
||||
<li>[MIG] Port account_spread_cost_revenue to V12.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="id5">
|
||||
<h2><a class="toc-backref" href="#id17">11.0.1.0.0</a></h2>
|
||||
<div class="section" id="section-5">
|
||||
<h2><a class="toc-backref" href="#toc-entry-11">11.0.1.0.0</a></h2>
|
||||
<ul class="simple">
|
||||
<li>[ADD] Module account_spread_cost_revenue.
|
||||
(<a class="reference external" href="https://github.com/OCA/account-financial-tools/pull/715">#715</a>)</li>
|
||||
@ -528,44 +530,43 @@ in place of account from invoice line to set Expense/Revenue account in the spre
|
||||
</div>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#id18">Bug Tracker</a></h1>
|
||||
<h1><a class="toc-backref" href="#toc-entry-12">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us smashing it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_spread_cost_revenue%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_spread_cost_revenue%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h1><a class="toc-backref" href="#id19">Credits</a></h1>
|
||||
<h1><a class="toc-backref" href="#toc-entry-13">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#id20">Authors</a></h2>
|
||||
<h2><a class="toc-backref" href="#toc-entry-14">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Onestein</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#id21">Contributors</a></h2>
|
||||
<h2><a class="toc-backref" href="#toc-entry-15">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Andrea Stirpe <<a class="reference external" href="mailto:a.stirpe@onestein.nl">a.stirpe@onestein.nl</a>></li>
|
||||
<li>Kitti U. <<a class="reference external" href="mailto:kittiu@ecosoft.co.th">kittiu@ecosoft.co.th</a>></li>
|
||||
<li>Saran Lim. <<a class="reference external" href="mailto:saranl@ecosoft.co.th">saranl@ecosoft.co.th</a>></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="other-credits">
|
||||
<h2><a class="toc-backref" href="#id22">Other credits</a></h2>
|
||||
<h2><a class="toc-backref" href="#toc-entry-16">Other credits</a></h2>
|
||||
<p>Part of the code in this module (in particular the computation of the spread lines)
|
||||
is highly inspired by the Assets Management module from the standard
|
||||
Odoo 11.0 Community developed by Odoo SA.</p>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#id23">Maintainers</a></h2>
|
||||
<h2><a class="toc-backref" href="#toc-entry-17">Maintainers</a></h2>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||||
mission is to support the collaborative development of Odoo features and
|
||||
promote its widespread use.</p>
|
||||
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||||
<p><a class="reference external" href="https://github.com/astirpe"><img alt="astirpe" src="https://github.com/astirpe.png?size=40px" /></a></p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/14.0/account_spread_cost_revenue">OCA/account-financial-tools</a> project on GitHub.</p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/16.0/account_spread_cost_revenue">OCA/account-financial-tools</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@ -1,61 +0,0 @@
|
||||
odoo.define("account_spread_cost_revenue.widget", function (require) {
|
||||
"use strict";
|
||||
|
||||
var AbstractField = require("web.AbstractField");
|
||||
var core = require("web.core");
|
||||
var registry = require("web.field_registry");
|
||||
|
||||
var _t = core._t;
|
||||
|
||||
var AccountSpreadWidget = AbstractField.extend({
|
||||
events: _.extend({}, AbstractField.prototype.events, {
|
||||
click: "_onClick",
|
||||
}),
|
||||
noLabel: true,
|
||||
|
||||
/**
|
||||
* @override
|
||||
*/
|
||||
isSet: function () {
|
||||
return this.value !== "unavailable";
|
||||
},
|
||||
|
||||
/**
|
||||
* @override
|
||||
* @private
|
||||
*/
|
||||
_render: function () {
|
||||
var className = "";
|
||||
var style = "btn fa fa-arrow-circle-right o_spread_line ";
|
||||
var title = "";
|
||||
if (this.recordData.spread_check === "linked") {
|
||||
className = "o_is_linked";
|
||||
title = _t("Linked to spread");
|
||||
} else {
|
||||
title = _t("Not linked to spread");
|
||||
}
|
||||
var $button = $("<button/>", {
|
||||
type: "button",
|
||||
title: title,
|
||||
}).addClass(style + className);
|
||||
this.$el.html($button);
|
||||
},
|
||||
|
||||
/**
|
||||
* @private
|
||||
* @param {MouseEvent} event
|
||||
*/
|
||||
_onClick: function (event) {
|
||||
event.stopPropagation();
|
||||
this.trigger_up("button_clicked", {
|
||||
attrs: {
|
||||
name: "spread_details",
|
||||
type: "object",
|
||||
},
|
||||
record: this.record,
|
||||
});
|
||||
},
|
||||
});
|
||||
|
||||
registry.add("spread_line_widget", AccountSpreadWidget);
|
||||
});
|
||||
@ -1,5 +0,0 @@
|
||||
.o_web_client .o_spread_line {
|
||||
&.o_is_linked {
|
||||
color: theme-color("success");
|
||||
}
|
||||
}
|
||||
@ -58,7 +58,6 @@ class TestAccountInvoiceAutoSpread(TestAccountInvoiceSpread):
|
||||
],
|
||||
}
|
||||
)
|
||||
template2._check_auto_spread_ids_unique()
|
||||
|
||||
self.assertFalse(self.vendor_bill_line.spread_id)
|
||||
with self.assertRaises(UserError): # too many auto_spread_ids matched
|
||||
|
||||
@ -33,14 +33,14 @@ class TestAccountInvoiceSpread(common.TransactionCase):
|
||||
{
|
||||
"code": "X2120",
|
||||
"name": "Expenses - (test)",
|
||||
"user_type_id": self.env.ref("account.data_account_type_expenses").id,
|
||||
"account_type": "expense",
|
||||
}
|
||||
)
|
||||
a_sale = self.env["account.account"].create(
|
||||
{
|
||||
"code": "X2020",
|
||||
"name": "Product Sales - (test)",
|
||||
"user_type_id": self.env.ref("account.data_account_type_revenue").id,
|
||||
"account_type": "expense_direct_cost",
|
||||
}
|
||||
)
|
||||
|
||||
@ -67,9 +67,7 @@ class TestAccountInvoiceSpread(common.TransactionCase):
|
||||
{
|
||||
"name": "Test account payable",
|
||||
"code": "321spread",
|
||||
"user_type_id": self.env.ref(
|
||||
"account.data_account_type_other_income"
|
||||
).id,
|
||||
"account_type": "income_other",
|
||||
"reconcile": True,
|
||||
}
|
||||
)
|
||||
@ -78,9 +76,7 @@ class TestAccountInvoiceSpread(common.TransactionCase):
|
||||
{
|
||||
"name": "Test account receivable",
|
||||
"code": "322spread",
|
||||
"user_type_id": self.env.ref(
|
||||
"account.data_account_type_other_income"
|
||||
).id,
|
||||
"account_type": "income_other",
|
||||
"reconcile": True,
|
||||
}
|
||||
)
|
||||
@ -89,9 +85,7 @@ class TestAccountInvoiceSpread(common.TransactionCase):
|
||||
{
|
||||
"name": "test spread account_payable",
|
||||
"code": "765spread",
|
||||
"user_type_id": self.env.ref(
|
||||
"account.data_account_type_other_income"
|
||||
).id,
|
||||
"account_type": "income_other",
|
||||
"reconcile": True,
|
||||
}
|
||||
)
|
||||
@ -100,9 +94,7 @@ class TestAccountInvoiceSpread(common.TransactionCase):
|
||||
{
|
||||
"name": "test spread account_receivable",
|
||||
"code": "766spread",
|
||||
"user_type_id": self.env.ref(
|
||||
"account.data_account_type_other_income"
|
||||
).id,
|
||||
"account_type": "income_other",
|
||||
"reconcile": True,
|
||||
}
|
||||
)
|
||||
@ -120,9 +112,17 @@ class TestAccountInvoiceSpread(common.TransactionCase):
|
||||
self.vendor_bill_line.account_id.reconcile = True
|
||||
self.invoice_line.account_id.reconcile = True
|
||||
|
||||
analytic_tags = [(6, 0, self.env.ref("analytic.tag_contract").ids)]
|
||||
analytic_plan = self.env["account.analytic.plan"].create(
|
||||
{"name": "Plan Test", "company_id": False}
|
||||
)
|
||||
self.analytic_account = self.env["account.analytic.account"].create(
|
||||
{"name": "test account"}
|
||||
{"name": "test account", "plan_id": analytic_plan.id}
|
||||
)
|
||||
self.distribution = self.env["account.analytic.distribution.model"].create(
|
||||
{
|
||||
"partner_id": self.vendor_bill.partner_id.id,
|
||||
"analytic_distribution": {self.analytic_account.id: 100},
|
||||
}
|
||||
)
|
||||
self.spread = (
|
||||
self.env["account.spread"]
|
||||
@ -139,8 +139,11 @@ class TestAccountInvoiceSpread(common.TransactionCase):
|
||||
"estimated_amount": 1000.0,
|
||||
"journal_id": self.vendor_bill.journal_id.id,
|
||||
"invoice_type": "in_invoice",
|
||||
"account_analytic_id": self.analytic_account.id,
|
||||
"analytic_tag_ids": analytic_tags,
|
||||
"analytic_distribution": self.distribution._get_distribution(
|
||||
{
|
||||
"partner_id": self.vendor_bill.partner_id.id,
|
||||
}
|
||||
),
|
||||
}
|
||||
]
|
||||
)
|
||||
@ -248,7 +251,6 @@ class TestAccountInvoiceSpread(common.TransactionCase):
|
||||
{
|
||||
"groups_id": [
|
||||
(4, self.env.ref("analytic.group_analytic_accounting").id),
|
||||
(4, self.env.ref("analytic.group_analytic_tags").id),
|
||||
],
|
||||
}
|
||||
)
|
||||
@ -279,9 +281,9 @@ class TestAccountInvoiceSpread(common.TransactionCase):
|
||||
line.create_move()
|
||||
self.assertTrue(line.move_id)
|
||||
for ml in line.move_id.line_ids:
|
||||
analytic_tag = self.env.ref("analytic.tag_contract")
|
||||
self.assertEqual(ml.analytic_account_id, self.analytic_account)
|
||||
self.assertEqual(ml.analytic_tag_ids, analytic_tag)
|
||||
self.assertEqual(
|
||||
ml.analytic_distribution, self.spread.analytic_distribution
|
||||
)
|
||||
|
||||
self.spread.invoice_id.button_cancel()
|
||||
|
||||
@ -558,10 +560,10 @@ class TestAccountInvoiceSpread(common.TransactionCase):
|
||||
if spread_ml.credit:
|
||||
self.assertFalse(spread_ml.full_reconcile_id)
|
||||
|
||||
action_reconcile_view = self.spread2.open_reconcile_view()
|
||||
self.assertTrue(isinstance(action_reconcile_view, dict))
|
||||
self.assertFalse(action_reconcile_view.get("domain")[0][2])
|
||||
self.assertTrue(action_reconcile_view.get("context"))
|
||||
action_posted_view = self.spread2.open_posted_view()
|
||||
self.assertTrue(isinstance(action_posted_view, dict))
|
||||
self.assertFalse(action_posted_view.get("domain")[0][2])
|
||||
self.assertTrue(action_posted_view.get("context"))
|
||||
|
||||
def test_11_link_vendor_bill_line_with_spread_sheet(self):
|
||||
invoice_form = Form(self.vendor_bill)
|
||||
@ -625,10 +627,10 @@ class TestAccountInvoiceSpread(common.TransactionCase):
|
||||
self.assertEqual(spread_ml.account_id, expense_account)
|
||||
self.assertFalse(spread_ml.full_reconcile_id)
|
||||
|
||||
action_reconcile_view = self.spread.open_reconcile_view()
|
||||
self.assertTrue(isinstance(action_reconcile_view, dict))
|
||||
self.assertTrue(action_reconcile_view.get("domain")[0][2])
|
||||
self.assertTrue(action_reconcile_view.get("context"))
|
||||
action_posted_view = self.spread.open_posted_view()
|
||||
self.assertTrue(isinstance(action_posted_view, dict))
|
||||
self.assertTrue(action_posted_view.get("domain")[0][2])
|
||||
self.assertTrue(action_posted_view.get("context"))
|
||||
|
||||
action_spread_details = self.vendor_bill_line.spread_details()
|
||||
self.assertTrue(isinstance(action_spread_details, dict))
|
||||
@ -679,11 +681,11 @@ class TestAccountInvoiceSpread(common.TransactionCase):
|
||||
for invoice_ml in invoice_mls:
|
||||
self.assertEqual(invoice_ml.account_id, balance_sheet)
|
||||
|
||||
action_reconcile_view = self.spread2.open_reconcile_view()
|
||||
self.assertTrue(isinstance(action_reconcile_view, dict))
|
||||
self.assertFalse(action_reconcile_view.get("domain")[0][2])
|
||||
self.assertFalse(action_reconcile_view.get("res_id"))
|
||||
self.assertTrue(action_reconcile_view.get("context"))
|
||||
action_posted_view = self.spread2.open_posted_view()
|
||||
self.assertTrue(isinstance(action_posted_view, dict))
|
||||
self.assertTrue(action_posted_view.get("domain")[0][2])
|
||||
self.assertFalse(action_posted_view.get("res_id"))
|
||||
self.assertTrue(action_posted_view.get("context"))
|
||||
|
||||
action_spread_details = self.invoice_line.spread_details()
|
||||
self.assertTrue(isinstance(action_spread_details, dict))
|
||||
|
||||
@ -3,7 +3,7 @@
|
||||
|
||||
import datetime
|
||||
|
||||
from psycopg2 import IntegrityError
|
||||
from psycopg2.errors import NotNullViolation
|
||||
|
||||
from odoo.exceptions import ValidationError
|
||||
from odoo.tests import Form, common
|
||||
@ -22,16 +22,11 @@ class TestAccountSpreadCostRevenue(common.TransactionCase):
|
||||
{"name": "Vendor Bills - Test", "code": "TEST2", "type": "purchase"}
|
||||
)
|
||||
|
||||
type_receivable = self.env.ref("account.data_account_type_receivable")
|
||||
type_expenses = self.env.ref("account.data_account_type_expenses")
|
||||
type_payable = self.env.ref("account.data_account_type_payable")
|
||||
type_revenue = self.env.ref("account.data_account_type_revenue")
|
||||
|
||||
self.credit_account = self.env["account.account"].create(
|
||||
{
|
||||
"name": "test_account_receivable",
|
||||
"code": "123",
|
||||
"user_type_id": type_receivable.id,
|
||||
"account_type": "asset_receivable",
|
||||
"reconcile": True,
|
||||
}
|
||||
)
|
||||
@ -40,7 +35,7 @@ class TestAccountSpreadCostRevenue(common.TransactionCase):
|
||||
{
|
||||
"name": "test account_expenses",
|
||||
"code": "765",
|
||||
"user_type_id": type_expenses.id,
|
||||
"account_type": "expense",
|
||||
"reconcile": True,
|
||||
}
|
||||
)
|
||||
@ -49,7 +44,7 @@ class TestAccountSpreadCostRevenue(common.TransactionCase):
|
||||
{
|
||||
"name": "test_account_payable",
|
||||
"code": "321",
|
||||
"user_type_id": type_payable.id,
|
||||
"account_type": "liability_payable",
|
||||
"reconcile": True,
|
||||
}
|
||||
)
|
||||
@ -58,7 +53,7 @@ class TestAccountSpreadCostRevenue(common.TransactionCase):
|
||||
{
|
||||
"name": "test_account_revenue",
|
||||
"code": "864",
|
||||
"user_type_id": type_revenue.id,
|
||||
"account_type": "asset_receivable",
|
||||
"reconcile": True,
|
||||
}
|
||||
)
|
||||
@ -85,8 +80,7 @@ class TestAccountSpreadCostRevenue(common.TransactionCase):
|
||||
self.assertFalse(spread.invoice_line_ids)
|
||||
self.assertFalse(spread.invoice_line_id)
|
||||
self.assertFalse(spread.invoice_id)
|
||||
self.assertFalse(spread.account_analytic_id)
|
||||
self.assertFalse(spread.analytic_tag_ids)
|
||||
self.assertFalse(spread.analytic_distribution)
|
||||
self.assertTrue(spread.move_line_auto_post)
|
||||
self.assertEqual(spread.name, "test")
|
||||
self.assertEqual(spread.invoice_type, "out_invoice")
|
||||
@ -116,14 +110,29 @@ class TestAccountSpreadCostRevenue(common.TransactionCase):
|
||||
|
||||
@mute_logger("odoo.sql_db")
|
||||
def test_03_no_defaults(self):
|
||||
with self.assertRaises(IntegrityError):
|
||||
with self.assertRaises(NotNullViolation):
|
||||
self.env["account.spread"].create({"name": "test"})
|
||||
with self.assertRaises(NotNullViolation):
|
||||
self.env["account.spread"].create(
|
||||
{"name": "test", "invoice_type": "out_invoice"}
|
||||
)
|
||||
|
||||
@mute_logger("odoo.sql_db")
|
||||
def test_04_no_defaults(self):
|
||||
with self.assertRaises(IntegrityError):
|
||||
with self.assertRaises(NotNullViolation):
|
||||
self.env["account.spread"].create(
|
||||
{"name": "test", "invoice_type": "out_invoice"}
|
||||
{
|
||||
"name": "test",
|
||||
"debit_account_id": self.debit_account.id,
|
||||
"credit_account_id": self.credit_account.id,
|
||||
}
|
||||
)
|
||||
with self.assertRaises(NotNullViolation):
|
||||
self.env["account.spread"].create(
|
||||
{
|
||||
"name": "test",
|
||||
"credit_account_id": self.credit_account.id,
|
||||
}
|
||||
)
|
||||
|
||||
def test_05_config_settings(self):
|
||||
@ -137,6 +146,8 @@ class TestAccountSpreadCostRevenue(common.TransactionCase):
|
||||
self.assertTrue(self.env.company.default_spread_revenue_journal_id)
|
||||
self.assertTrue(self.env.company.default_spread_expense_journal_id)
|
||||
|
||||
self.env.user.groups_id += self.env.ref("base.group_multi_company")
|
||||
|
||||
spread_form = Form(self.env["account.spread"])
|
||||
spread_form.name = "test"
|
||||
spread_form.invoice_type = "in_invoice"
|
||||
@ -149,8 +160,7 @@ class TestAccountSpreadCostRevenue(common.TransactionCase):
|
||||
self.assertFalse(spread.invoice_line_ids)
|
||||
self.assertFalse(spread.invoice_line_id)
|
||||
self.assertFalse(spread.invoice_id)
|
||||
self.assertFalse(spread.account_analytic_id)
|
||||
self.assertFalse(spread.analytic_tag_ids)
|
||||
self.assertFalse(spread.analytic_distribution)
|
||||
self.assertTrue(spread.move_line_auto_post)
|
||||
|
||||
defaults = self.env["account.spread"].default_get(["company_id", "currency_id"])
|
||||
|
||||
@ -4,14 +4,12 @@
|
||||
import datetime
|
||||
|
||||
from odoo.exceptions import UserError
|
||||
from odoo.tests import common
|
||||
from odoo.tests import Form, common
|
||||
|
||||
|
||||
class TestComputeSpreadBoard(common.TransactionCase):
|
||||
def setUp(self):
|
||||
super().setUp()
|
||||
type_receivable = self.env.ref("account.data_account_type_receivable")
|
||||
type_expenses = self.env.ref("account.data_account_type_expenses")
|
||||
|
||||
journal = self.env["account.journal"].create(
|
||||
{"name": "Test", "type": "general", "code": "test"}
|
||||
@ -21,7 +19,7 @@ class TestComputeSpreadBoard(common.TransactionCase):
|
||||
{
|
||||
"name": "test_account_receivable",
|
||||
"code": "123",
|
||||
"user_type_id": type_receivable.id,
|
||||
"account_type": "asset_receivable",
|
||||
"reconcile": True,
|
||||
}
|
||||
)
|
||||
@ -30,7 +28,7 @@ class TestComputeSpreadBoard(common.TransactionCase):
|
||||
{
|
||||
"name": "test account_expenses",
|
||||
"code": "765",
|
||||
"user_type_id": type_expenses.id,
|
||||
"account_type": "expense",
|
||||
"reconcile": True,
|
||||
}
|
||||
)
|
||||
@ -39,7 +37,7 @@ class TestComputeSpreadBoard(common.TransactionCase):
|
||||
{
|
||||
"name": "test spread account_expenses",
|
||||
"code": "321",
|
||||
"user_type_id": type_expenses.id,
|
||||
"account_type": "expense",
|
||||
"reconcile": True,
|
||||
}
|
||||
)
|
||||
@ -72,6 +70,34 @@ class TestComputeSpreadBoard(common.TransactionCase):
|
||||
}
|
||||
)
|
||||
|
||||
self.spread3 = self.env["account.spread"].create(
|
||||
{
|
||||
"name": "test by cal days",
|
||||
"debit_account_id": self.spread_account.id,
|
||||
"credit_account_id": self.expense_account.id,
|
||||
"period_number": 12,
|
||||
"period_type": "month",
|
||||
"spread_date": "2017-02-01",
|
||||
"estimated_amount": 12000.0,
|
||||
"journal_id": journal.id,
|
||||
"invoice_type": "out_invoice",
|
||||
"days_calc": True,
|
||||
}
|
||||
)
|
||||
|
||||
self.template = self.env["account.spread.template"].create(
|
||||
{
|
||||
"name": "test",
|
||||
"spread_type": "purchase",
|
||||
"period_number": 5,
|
||||
"period_type": "month",
|
||||
"start_date": "2017-01-01",
|
||||
"spread_account_id": self.spread_account.id,
|
||||
"spread_journal_id": journal.id,
|
||||
"days_calc": True,
|
||||
}
|
||||
)
|
||||
|
||||
def test_01_supplier_invoice(self):
|
||||
self.spread.compute_spread_board()
|
||||
spread_lines = self.spread.line_ids
|
||||
@ -617,3 +643,83 @@ class TestComputeSpreadBoard(common.TransactionCase):
|
||||
|
||||
self.assertAlmostEqual(self.spread.unspread_amount, 682.81)
|
||||
self.assertAlmostEqual(self.spread.unposted_amount, 682.81)
|
||||
|
||||
def test_19_supplier_invoice_calc_day(self):
|
||||
self.assertTrue(self.spread3.days_calc)
|
||||
self.spread3.compute_spread_board()
|
||||
spread_lines = self.spread3.line_ids
|
||||
self.assertEqual(len(spread_lines), 12)
|
||||
# Calculate by day has formula:
|
||||
# (amount spread cost / all spread cost day) * day of <period_type>
|
||||
self.assertAlmostEqual(920.55, spread_lines[0].amount)
|
||||
self.assertAlmostEqual(1019.18, spread_lines[1].amount)
|
||||
self.assertAlmostEqual(986.30, spread_lines[2].amount)
|
||||
self.assertAlmostEqual(1019.18, spread_lines[3].amount)
|
||||
self.assertAlmostEqual(986.30, spread_lines[4].amount)
|
||||
self.assertAlmostEqual(1019.18, spread_lines[5].amount)
|
||||
self.assertAlmostEqual(1019.18, spread_lines[6].amount)
|
||||
self.assertAlmostEqual(986.30, spread_lines[7].amount)
|
||||
self.assertAlmostEqual(1019.18, spread_lines[8].amount)
|
||||
self.assertAlmostEqual(986.30, spread_lines[9].amount)
|
||||
self.assertAlmostEqual(1019.18, spread_lines[10].amount)
|
||||
self.assertAlmostEqual(1019.17, spread_lines[11].amount) # total left
|
||||
|
||||
self.assertEqual(datetime.date(2017, 2, 28), spread_lines[0].date)
|
||||
self.assertEqual(datetime.date(2017, 3, 31), spread_lines[1].date)
|
||||
self.assertEqual(datetime.date(2017, 4, 30), spread_lines[2].date)
|
||||
self.assertEqual(datetime.date(2017, 5, 31), spread_lines[3].date)
|
||||
self.assertEqual(datetime.date(2017, 6, 30), spread_lines[4].date)
|
||||
self.assertEqual(datetime.date(2017, 7, 31), spread_lines[5].date)
|
||||
self.assertEqual(datetime.date(2017, 8, 31), spread_lines[6].date)
|
||||
self.assertEqual(datetime.date(2017, 9, 30), spread_lines[7].date)
|
||||
self.assertEqual(datetime.date(2017, 10, 31), spread_lines[8].date)
|
||||
self.assertEqual(datetime.date(2017, 11, 30), spread_lines[9].date)
|
||||
self.assertEqual(datetime.date(2017, 12, 31), spread_lines[10].date)
|
||||
self.assertEqual(datetime.date(2018, 1, 31), spread_lines[11].date)
|
||||
|
||||
# Period Type is 'Quarter'
|
||||
self.spread3.period_type = "quarter"
|
||||
self.spread3.compute_spread_board()
|
||||
spread_lines = self.spread3.line_ids
|
||||
self.assertEqual(len(spread_lines), 12)
|
||||
self.assertAlmostEqual(325.27, spread_lines[0].amount)
|
||||
self.assertAlmostEqual(1068.73, spread_lines[1].amount)
|
||||
self.assertAlmostEqual(1068.73, spread_lines[2].amount)
|
||||
self.assertAlmostEqual(1057.12, spread_lines[3].amount)
|
||||
self.assertAlmostEqual(1045.50, spread_lines[4].amount)
|
||||
self.assertAlmostEqual(1068.73, spread_lines[5].amount)
|
||||
self.assertAlmostEqual(1068.73, spread_lines[6].amount)
|
||||
self.assertAlmostEqual(1057.12, spread_lines[7].amount)
|
||||
self.assertAlmostEqual(1045.50, spread_lines[8].amount)
|
||||
self.assertAlmostEqual(1068.73, spread_lines[9].amount)
|
||||
self.assertAlmostEqual(1068.73, spread_lines[10].amount)
|
||||
self.assertAlmostEqual(1057.11, spread_lines[11].amount) # total left
|
||||
|
||||
# Period Type is 'Year' and spread date is not first month
|
||||
self.spread3.period_type = "year"
|
||||
self.spread3.spread_date = "2017-02-02"
|
||||
self.spread3.compute_spread_board()
|
||||
spread_lines = self.spread3.line_ids
|
||||
self.assertEqual(len(spread_lines), 13)
|
||||
self.assertAlmostEqual(73.92, spread_lines[0].amount)
|
||||
self.assertAlmostEqual(999.32, spread_lines[1].amount)
|
||||
self.assertAlmostEqual(999.32, spread_lines[2].amount)
|
||||
self.assertAlmostEqual(1002.05, spread_lines[3].amount)
|
||||
self.assertAlmostEqual(999.32, spread_lines[4].amount)
|
||||
self.assertAlmostEqual(999.32, spread_lines[5].amount)
|
||||
self.assertAlmostEqual(999.32, spread_lines[6].amount)
|
||||
self.assertAlmostEqual(1002.05, spread_lines[7].amount)
|
||||
self.assertAlmostEqual(999.32, spread_lines[8].amount)
|
||||
self.assertAlmostEqual(999.32, spread_lines[9].amount)
|
||||
self.assertAlmostEqual(999.32, spread_lines[10].amount)
|
||||
self.assertAlmostEqual(1002.05, spread_lines[11].amount)
|
||||
self.assertAlmostEqual(925.37, spread_lines[12].amount)
|
||||
|
||||
def test_20_supplier_invoice_template(self):
|
||||
"""Test onchange template"""
|
||||
self.assertEqual(self.spread3.invoice_type, "out_invoice")
|
||||
with Form(self.spread3) as sp:
|
||||
sp.template_id = self.template
|
||||
sp.credit_account_id = self.expense_account
|
||||
sp.save()
|
||||
self.assertEqual(self.spread3.invoice_type, "in_invoice")
|
||||
|
||||
@ -10,9 +10,46 @@
|
||||
>
|
||||
<field
|
||||
name="spread_check"
|
||||
widget="spread_line_widget"
|
||||
invisible="1"
|
||||
groups="account.group_account_user,account.group_account_manager"
|
||||
/>
|
||||
<button
|
||||
name="spread_details"
|
||||
type="object"
|
||||
class="btn btn-link"
|
||||
icon="fa-arrow-circle-right"
|
||||
title="Not linked to any spread board"
|
||||
attrs="{'invisible': [('spread_check', '!=', 'unlinked')]}"
|
||||
groups="account.group_account_user,account.group_account_manager"
|
||||
/>
|
||||
<button
|
||||
name="spread_details"
|
||||
type="object"
|
||||
class="btn btn-success"
|
||||
icon="fa-arrow-circle-right"
|
||||
title="Linked to spread board"
|
||||
attrs="{'invisible': [('spread_check', '!=', 'linked')]}"
|
||||
groups="account.group_account_user,account.group_account_manager"
|
||||
/>
|
||||
</xpath>
|
||||
<xpath
|
||||
expr="//field[@name='line_ids']/tree//button[@name='action_automatic_entry']"
|
||||
position="after"
|
||||
>
|
||||
<field
|
||||
name="spread_check"
|
||||
invisible="1"
|
||||
groups="account.group_account_user,account.group_account_manager"
|
||||
/>
|
||||
<button
|
||||
name="spread_details"
|
||||
type="object"
|
||||
class="btn btn-success"
|
||||
icon="fa-arrow-circle-right"
|
||||
title="Linked to spread board"
|
||||
groups="account.group_account_user,account.group_account_manager"
|
||||
attrs="{'invisible': [('spread_check', '!=', 'linked')], 'column_invisible': ['|', ('parent.move_type', '=', 'entry'), ('parent.state', '!=', 'posted')]}"
|
||||
/>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
@ -25,7 +62,7 @@
|
||||
<field
|
||||
name="domain"
|
||||
>[('display_type', 'not in', ('line_section', 'line_note'))]</field>
|
||||
<field name="view_id" ref="account.view_move_line_tree_grouped" />
|
||||
<field name="view_id" ref="account.view_move_line_tree" />
|
||||
<field name="view_mode">tree,pivot,graph,form,kanban</field>
|
||||
</record>
|
||||
</odoo>
|
||||
|
||||
@ -37,11 +37,11 @@
|
||||
<sheet>
|
||||
<div name="button_box" class="oe_button_box">
|
||||
<button
|
||||
name="open_reconcile_view"
|
||||
name="open_posted_view"
|
||||
class="oe_stat_button"
|
||||
icon="fa-bars"
|
||||
type="object"
|
||||
string="Reconciled entries"
|
||||
string="Posted entries"
|
||||
>
|
||||
</button>
|
||||
</div>
|
||||
@ -91,7 +91,7 @@
|
||||
/>
|
||||
<div
|
||||
attrs="{'invisible': [('use_invoice_line_account', '=', True)]}"
|
||||
colspan="2"
|
||||
colspan="3"
|
||||
>
|
||||
<span
|
||||
class="help-block"
|
||||
@ -112,7 +112,7 @@
|
||||
</div>
|
||||
<div
|
||||
attrs="{'invisible': [('use_invoice_line_account', '!=', True)]}"
|
||||
colspan="2"
|
||||
colspan="3"
|
||||
>
|
||||
<span
|
||||
class="help-block"
|
||||
@ -134,7 +134,7 @@
|
||||
<field
|
||||
name="debit_account_id"
|
||||
required="1"
|
||||
domain="[('company_id', '=', company_id), ('deprecated', '=', False), ('internal_type','!=','liquidity'), ('internal_group', '!=', 'off_balance')]"
|
||||
domain="[('deprecated', '=', False), ('account_type', 'not in', ('asset_cash','liability_credit_card')), ('internal_group', '!=', 'off_balance')]"
|
||||
attrs="{'readonly':[('invoice_line_id','!=',False)]}"
|
||||
/>
|
||||
<span
|
||||
@ -161,7 +161,7 @@
|
||||
/>
|
||||
<div
|
||||
attrs="{'invisible': [('use_invoice_line_account', '=', True)]}"
|
||||
colspan="2"
|
||||
colspan="3"
|
||||
>
|
||||
<span
|
||||
class="help-block"
|
||||
@ -182,7 +182,7 @@
|
||||
</div>
|
||||
<div
|
||||
attrs="{'invisible': [('use_invoice_line_account', '!=', True)]}"
|
||||
colspan="2"
|
||||
colspan="3"
|
||||
>
|
||||
<span
|
||||
class="help-block"
|
||||
@ -204,7 +204,7 @@
|
||||
<field
|
||||
name="credit_account_id"
|
||||
required="1"
|
||||
domain="[('company_id', '=', company_id), ('deprecated', '=', False), ('internal_type','!=','liquidity'), ('internal_group', '!=', 'off_balance')]"
|
||||
domain="[('deprecated', '=', False), ('account_type', 'not in', ('asset_cash','liability_credit_card')), ('internal_group', '!=', 'off_balance')]"
|
||||
attrs="{'readonly':[('invoice_line_id','!=',False)]}"
|
||||
/>
|
||||
<span
|
||||
@ -244,12 +244,9 @@
|
||||
<field name="period_number" />
|
||||
<field name="period_type" />
|
||||
<field name="spread_date" />
|
||||
<field
|
||||
name="journal_id"
|
||||
domain="[('company_id', '=', company_id)]"
|
||||
widget="selection"
|
||||
/>
|
||||
<field name="days_calc" />
|
||||
<field name="suitable_journal_ids" invisible="1" />
|
||||
<field name="journal_id" widget="selection" />
|
||||
</group>
|
||||
</group>
|
||||
<notebook name="notebook">
|
||||
@ -303,6 +300,7 @@
|
||||
string="Create All Moves"
|
||||
type="object"
|
||||
icon="fa-play"
|
||||
colspan="2"
|
||||
attrs="{'invisible':[('display_create_all_moves','!=',True)]}"
|
||||
/>
|
||||
<field
|
||||
@ -335,15 +333,9 @@
|
||||
</group>
|
||||
<group>
|
||||
<field
|
||||
name="account_analytic_id"
|
||||
domain="[('company_id', '=', company_id)]"
|
||||
name="analytic_distribution"
|
||||
groups="analytic.group_analytic_accounting"
|
||||
options="{'no_create': True}"
|
||||
/>
|
||||
<field
|
||||
name="analytic_tag_ids"
|
||||
groups="analytic.group_analytic_accounting"
|
||||
widget="many2many_tags"
|
||||
widget="analytic_distribution"
|
||||
/>
|
||||
</group>
|
||||
</group>
|
||||
@ -357,22 +349,6 @@
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_account_spread_account_manager" model="ir.ui.view">
|
||||
<field name="model">account.spread</field>
|
||||
<field name="inherit_id" ref="view_account_spread" />
|
||||
<field name="groups_id" eval="[(4, ref('account.group_account_manager'))]" />
|
||||
<field name="arch" type="xml">
|
||||
<tree position="attributes">
|
||||
<attribute name="editable">1</attribute>
|
||||
</tree>
|
||||
<field name="amount" position="attributes">
|
||||
<attribute name="readonly" />
|
||||
</field>
|
||||
<field name="line_ids" position="attributes">
|
||||
<attribute name="readonly" />
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
<record id="view_account_spread_tree" model="ir.ui.view">
|
||||
<field name="model">account.spread</field>
|
||||
<field name="arch" type="xml">
|
||||
|
||||
@ -32,20 +32,21 @@
|
||||
<field name="use_invoice_line_account" />
|
||||
<field
|
||||
name="spread_account_id"
|
||||
domain="[('company_id', '=', company_id), ('deprecated', '=', False), ('internal_type','!=','liquidity'), ('internal_group', '!=', 'off_balance')]"
|
||||
domain="[('deprecated', '=', False), ('account_type', 'not in', ('asset_cash','liability_credit_card')), ('internal_group', '!=', 'off_balance')]"
|
||||
options="{'no_create': True}"
|
||||
attrs="{'required': [('use_invoice_line_account', '!=', True)], 'invisible': [('use_invoice_line_account', '=', True)]}"
|
||||
/>
|
||||
<field
|
||||
name="exp_rev_account_id"
|
||||
attrs="{'invisible': [('use_invoice_line_account', '=', False)], 'required': [('use_invoice_line_account', '=', True)]}"
|
||||
domain="[('company_id', '=', company_id), ('deprecated', '=', False)]"
|
||||
domain="[('deprecated', '=', False)]"
|
||||
options="{'no_create': True}"
|
||||
/>
|
||||
<field name="spread_journal_id" widget="selection" />
|
||||
<field
|
||||
name="spread_journal_id"
|
||||
domain="[('company_id', '=', company_id)]"
|
||||
widget="selection"
|
||||
name="analytic_distribution"
|
||||
groups="analytic.group_analytic_accounting"
|
||||
widget="analytic_distribution"
|
||||
/>
|
||||
</group>
|
||||
</group>
|
||||
@ -65,10 +66,6 @@
|
||||
<field name="name" />
|
||||
<field name="product_id" />
|
||||
<field name="account_id" />
|
||||
<field
|
||||
name="analytic_account_id"
|
||||
groups="analytic.group_analytic_accounting"
|
||||
/>
|
||||
</tree>
|
||||
</field>
|
||||
</sheet>
|
||||
|
||||
@ -163,8 +163,7 @@ class AccountSpreadInvoiceLineLinkWizard(models.TransientModel):
|
||||
self.exp_rev_account_id or self.invoice_line_id.account_id
|
||||
)
|
||||
|
||||
analytic_account = self.invoice_line_id.analytic_account_id
|
||||
analytic_tags = self.invoice_line_id.analytic_tag_ids
|
||||
analytic_distribution = self.invoice_line_id.analytic_distribution
|
||||
date_invoice = self.invoice_id.invoice_date or fields.Date.today()
|
||||
|
||||
return {
|
||||
@ -183,8 +182,7 @@ class AccountSpreadInvoiceLineLinkWizard(models.TransientModel):
|
||||
"default_debit_account_id": debit_account.id,
|
||||
"default_credit_account_id": credit_account.id,
|
||||
"default_journal_id": self.spread_journal_id.id,
|
||||
"default_account_analytic_id": analytic_account.id,
|
||||
"default_analytic_tag_ids": analytic_tags.ids,
|
||||
"default_analytic_distribution": analytic_distribution,
|
||||
"default_spread_date": date_invoice,
|
||||
},
|
||||
}
|
||||
@ -214,16 +212,13 @@ class AccountSpreadInvoiceLineLinkWizard(models.TransientModel):
|
||||
else:
|
||||
spread_vals["debit_account_id"] = account.id
|
||||
|
||||
analytic_account = self.invoice_line_id.analytic_account_id
|
||||
spread_vals["account_analytic_id"] = analytic_account.id
|
||||
analytic_distribution = self.invoice_line_id.analytic_distribution
|
||||
spread_vals["analytic_distribution"] = analytic_distribution
|
||||
|
||||
spread_vals["currency_id"] = self.invoice_id.currency_id.id
|
||||
|
||||
spread = self.env["account.spread"].create(spread_vals)
|
||||
|
||||
analytic_tags = self.invoice_line_id.analytic_tag_ids
|
||||
spread.analytic_tag_ids = analytic_tags
|
||||
|
||||
self.invoice_line_id.spread_id = spread
|
||||
return {
|
||||
"name": _("Spread Details"),
|
||||
|
||||
@ -37,19 +37,18 @@
|
||||
<field
|
||||
name="spread_account_id"
|
||||
attrs="{'invisible': [('spread_action_type', '!=', 'new')],'required': [('spread_action_type', '=', 'new')]}"
|
||||
domain="[('company_id', '=', company_id), ('deprecated', '=', False), ('internal_type','!=','liquidity'), ('internal_group', '!=', 'off_balance')]"
|
||||
domain="[('deprecated', '=', False), ('account_type', 'not in', ('asset_cash','liability_credit_card')), ('internal_group', '!=', 'off_balance')]"
|
||||
options="{'no_create': True}"
|
||||
/>
|
||||
<field
|
||||
name="exp_rev_account_id"
|
||||
attrs="{'invisible': ['|', ('use_invoice_line_account', '=', False), ('spread_action_type', '!=', 'new')], 'required': [('use_invoice_line_account', '=', True)]}"
|
||||
domain="[('company_id', '=', company_id), ('deprecated', '=', False)]"
|
||||
domain="[('deprecated', '=', False)]"
|
||||
options="{'no_create': True}"
|
||||
/>
|
||||
<field
|
||||
name="spread_journal_id"
|
||||
attrs="{'invisible': [('spread_action_type', '!=', 'new')],'required': [('spread_action_type', '=', 'new')]}"
|
||||
domain="[('company_id', '=', company_id)]"
|
||||
options="{'no_create': True}"
|
||||
/>
|
||||
</group>
|
||||
|
||||
@ -0,0 +1 @@
|
||||
../../../../account_spread_cost_revenue
|
||||
6
setup/account_spread_cost_revenue/setup.py
Normal file
6
setup/account_spread_cost_revenue/setup.py
Normal file
@ -0,0 +1,6 @@
|
||||
import setuptools
|
||||
|
||||
setuptools.setup(
|
||||
setup_requires=['setuptools-odoo'],
|
||||
odoo_addon=True,
|
||||
)
|
||||
Loading…
Reference in New Issue
Block a user