account_move_template: Add support for date_maturity

Update README
Add a name on all groups in views

account_move_template/models/account_move_template.py

@@ -117,6 +117,9 @@ class AccountMoveTemplateLine(models.Model):
     python_code = fields.Text('Python Code')
     move_line_type = fields.Selection(
         [('cr', 'Credit'), ('dr', 'Debit')], required=True, string='Direction')
+    payment_term_id = fields.Many2one(
+        'account.payment.term', string='Payment Terms',
+        help="Used to compute the due date of the journal item.")
 
     _sql_constraints = [(
         'sequence_template_uniq',

account_move_template/readme/USAGE.rst

@@ -1,13 +1,13 @@
 To create new templates:
 
-#. Make sure that you have flagged *Show Full Accounting Features* in your
+#. Make sure that you have flagged *Show Full Accounting Features* on your
    user, and that the user belongs to the *Billing Manager* group.
-#. Go to *Invoicing / Configuration / Accounting / Journal Templates* and 
+#. Go to *Invoicing / Configuration / Accounting / Journal Entry Templates* and
-   define there your template. You can choose to complete a line using a
+   define there your templates. You can choose to complete a line using a
-   defined formula, based on other lines, or by requiring the user input.
+   defined formula, based on other lines, or by requiring user input.
 
 To use an existing template:
 
-#. Go to *Invoicing / Adviser / Accounting Entries / Create Journal Entry from Template*
+#. Go to *Invoicing / Accounting / Accounting Entries / Create Journal Entry from Template*
-#. Select one of the available templates and optionally a partner.
+#. Select one of the available templates.
-#. Complete the entries according to the template and press *Load*
+#. Complete the entries according to the template and click on the button *Generate Journal Entry*.

account_move_template/view/account_move_template.xml

@@ -16,6 +16,7 @@
                 <field name="note"/>
                 <field name="tax_line_id" invisible="1"/>
                 <field name="tax_ids" widget="many2many_tags" options="{'no_create': True}"/>
+                <field name="payment_term_id"/>
                 <field name="company_id" invisible="1"/>
                 <field name="company_currency_id" invisible="1"/>
             </tree>
@@ -28,24 +29,25 @@
         <field name="arch" type="xml">
             <form string="Journal Entry Template Line">
                 <sheet>
-                    <group>
+                    <group name="main">
-                        <group>
+                        <group name="account">
                             <field name="sequence"/>
                             <field name="name"/>
                             <field name="account_id" domain="[('company_id', '=', company_id)]"/>
                             <field name="partner_id"/>
+                            <field name="payment_term_id"/>
                             <field name="company_id" invisible="1"/>
                         </group>
-                        <group groups="analytic.group_analytic_accounting" string="Analytic">
+                        <group groups="analytic.group_analytic_accounting" string="Analytic" name="analytic">
                             <field name="analytic_account_id" domain="[('company_id','=',company_id)]"/>
                             <field name="analytic_tag_ids" widget="many2many_tags"/>
                         </group>
-                        <group>
+                        <group name="amount" string="Amount">
                             <field name="move_line_type"/>
                             <field name="type"/>
                             <field name="note"/>
                         </group>
-                        <group string="Taxes">
+                        <group string="Taxes" name="tax">
                             <field name="tax_line_id"/>
                             <field name="tax_ids" widget="many2many_tags"/>
                         </group>

account_move_template/wizard/account_move_template_run.py

@@ -28,20 +28,21 @@ class AccountMoveTemplateRun(models.TransientModel):
         ('set_lines', 'Set Lines'),
         ], readonly=True, default='select_template')
 
-    def _prepare_wizard_line(self, line):
+    def _prepare_wizard_line(self, tmpl_line):
         vals = {
             'wizard_id': self.id,
-            'sequence': line.sequence,
+            'sequence': tmpl_line.sequence,
-            'name': line.name,
+            'name': tmpl_line.name,
             'amount': 0.0,
-            'account_id': line.account_id.id,
+            'account_id': tmpl_line.account_id.id,
-            'partner_id': line.partner_id.id or False,
+            'partner_id': tmpl_line.partner_id.id or False,
-            'move_line_type': line.move_line_type,
+            'move_line_type': tmpl_line.move_line_type,
-            'tax_ids': [(6, 0, line.tax_ids.ids)],
+            'tax_ids': [(6, 0, tmpl_line.tax_ids.ids)],
-            'tax_line_id': line.tax_line_id.id,
+            'tax_line_id': tmpl_line.tax_line_id.id,
-            'analytic_account_id': line.analytic_account_id.id,
+            'analytic_account_id': tmpl_line.analytic_account_id.id,
-            'analytic_tag_ids': [(6, 0, line.analytic_tag_ids.ids)],
+            'analytic_tag_ids': [(6, 0, tmpl_line.analytic_tag_ids.ids)],
-            'note': line.note,
+            'note': tmpl_line.note,
+            'payment_term_id': tmpl_line.payment_term_id.id or False,
             }
         return vals
 
@@ -56,9 +57,9 @@ class AccountMoveTemplateRun(models.TransientModel):
                     self.template_id.name,
                     self.template_id.company_id.display_name,
                     self.company_id.display_name))
-        lines = self.template_id.line_ids
+        tmpl_lines = self.template_id.line_ids
-        for line in lines.filtered(lambda l: l.type == 'input'):
+        for tmpl_line in tmpl_lines.filtered(lambda l: l.type == 'input'):
-            vals = self._prepare_wizard_line(line)
+            vals = self._prepare_wizard_line(tmpl_line)
             amtlro.create(vals)
         self.write({
             'journal_id': self.template_id.journal_id.id,
@@ -117,6 +118,11 @@ class AccountMoveTemplateRun(models.TransientModel):
         return move_vals
 
     def _prepare_move_line(self, line, amount):
+        date_maturity = False
+        if line.payment_term_id:
+            pterm_list = line.payment_term_id.compute(
+                value=1, date_ref=self.date)[0]
+            date_maturity = max(l[0] for l in pterm_list)
         debit = line.move_line_type == 'dr'
         values = {
             'name': line.name,
@@ -126,6 +132,7 @@ class AccountMoveTemplateRun(models.TransientModel):
             'debit': debit and amount or 0.0,
             'partner_id': self.partner_id.id or line.partner_id.id,
             'tax_line_id': line.tax_line_id.id,
+            'date_maturity': date_maturity or self.date,
         }
         if line.analytic_tag_ids:
             values['analytic_tag_ids'] = [(6, 0, line.analytic_tag_ids.ids)]
@@ -158,6 +165,8 @@ class AccountMoveTemplateLineRun(models.TransientModel):
         ondelete='restrict', readonly=True)
     partner_id = fields.Many2one(
         'res.partner', readonly=True, string='Partner')
+    payment_term_id = fields.Many2one(
+        'account.payment.term', string='Payment Terms')
     move_line_type = fields.Selection(
         [('cr', 'Credit'), ('dr', 'Debit')],
         required=True, readonly=True, string='Direction')

account_move_template/wizard/account_move_template_run_view.xml

@@ -29,6 +29,7 @@
                             <field name="move_line_type" />
                             <field name="amount" />
                             <field name="note"/>
+                            <field name="payment_term_id"/>
                             <field name="company_id" invisible="1"/>
                             <field name="company_currency_id" invisible="1"/>
                         </tree>