[10.0][ADD] Module which display the fiscal year on journal entries/items

account_move_fiscal_year/README.rst

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+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+   :alt: License: AGPL-3
+
+========================
+Account Move Fiscal Year
+========================
+
+Display the fiscal year on journal entries/items.
+
+Installation
+============
+
+You need to install account_fiscal_year.
+
+Configuration
+=============
+
+You just need to create date ranges associated to 'Fiscal Year' type.
+
+Usage
+=====
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+    :alt: Try me on Runbot
+    :target: https://runbot.odoo-community.org/runbot/92/10.0
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues
+<https://github.com/OCA/account-financial-tools/issues>`_. 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 feedback.
+
+Credits
+=======
+
+Images
+------
+
+* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
+
+Contributors
+------------
+
+* Benjamin Willig <benjamin.willig@acsone.eu>
+
+Maintainer
+----------
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+This module is maintained by the OCA.
+
+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.
+
+To contribute to this module, please visit https://odoo-community.org.

account_move_fiscal_year/__init__.py

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+from . import models

account_move_fiscal_year/__manifest__.py

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+# -*- coding: utf-8 -*-
+# Copyright 2017 ACSONE SA/NV
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Account Move Fiscal Year',
+    'summary': """
+        Display the fiscal year on journal entries/item""",
+    'version': '10.0.1.0.0',
+    'license': 'AGPL-3',
+    'author': 'ACSONE SA/NV, Odoo Community Association (OCA)',
+    'website': 'https://github.com/OCA/account-financial-tools',
+    'depends': [
+        'account_fiscal_year',
+    ],
+    'data': [
+        'views/account_move.xml',
+        'views/account_move_line.xml',
+    ],
+    'demo': [
+    ],
+}

account_move_fiscal_year/models/__init__.py

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+from . import account_move
+from . import account_move_line

account_move_fiscal_year/models/account_move.py

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+# -*- coding: utf-8 -*-
+# Copyright 2017 ACSONE SA/NV
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+from odoo.osv import expression
+
+
+class AccountMove(models.Model):
+
+    _inherit = 'account.move'
+
+    date_range_fy_id = fields.Many2one(
+        comodel_name='date.range', string="Fiscal year",
+        domain=lambda self: self._get_date_range_fy_domain(),
+        compute='_compute_date_range_fy', search='_search_date_range_fy')
+
+    @api.model
+    def _get_date_range_fy_domain(self):
+        fiscal_year_type = self.env.ref('account_fiscal_year.fiscalyear')
+        return "[('type_id', '=', %d)]" % fiscal_year_type.id
+
+    @api.multi
+    @api.depends('date', 'company_id')
+    def _compute_date_range_fy(self):
+        for rec in self:
+            date = fields.Date.from_string(rec.date)
+            company = rec.company_id
+            rec.date_range_fy_id = company.find_daterange_fy(date)
+
+    @api.model
+    def _search_date_range_fy(self, operator, value):
+        if operator in ('=', '!=', 'in', 'not in'):
+            date_range_domain = [('id', operator, value)]
+        else:
+            date_range_domain = [('name', operator, value)]
+
+        fiscal_year_type = self.env.ref('account_fiscal_year.fiscalyear')
+        date_range_domain.append(('type_id', '=', fiscal_year_type.id))
+        date_ranges = self.env['date.range'].search(date_range_domain)
+
+        domain = []
+        for date_range in date_ranges:
+            domain = expression.OR([domain, [
+                '&',
+                '&',
+                ('date', '>=', date_range.date_start),
+                ('date', '<=', date_range.date_end),
+                '|',
+                ('company_id', '=', False),
+                ('company_id', '=', date_range.company_id.id),
+            ]])
+        return domain

account_move_fiscal_year/models/account_move_line.py

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+# -*- coding: utf-8 -*-
+# Copyright 2017 ACSONE SA/NV
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class AccountMoveLine(models.Model):
+
+    _inherit = 'account.move.line'
+
+    date_range_fy_id = fields.Many2one(
+        related='move_id.date_range_fy_id', readonly=True)

account_move_fiscal_year/tests/__init__.py

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+from . import test_account_move_fiscal_year

account_move_fiscal_year/tests/test_account_move_fiscal_year.py

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+# -*- coding: utf-8 -*-
+# Copyright 2017 ACSONE SA/NV
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo.fields import Date
+from odoo.tests.common import TransactionCase
+
+
+class TestAccountMoveFiscalYear(TransactionCase):
+
+    def setUp(self):
+        super(TestAccountMoveFiscalYear, self).setUp()
+        self.AccountObj = self.env['account.account']
+        self.AccountJournalObj = self.env['account.journal']
+        self.AccountMoveObj = self.env['account.move']
+        self.DateRangeObj = self.env['date.range']
+
+        self.bank_journal = self.AccountJournalObj.search([
+            ('type', '=', 'bank')
+        ], limit=1)
+
+        self.account_type_recv = self.env.ref(
+            'account.data_account_type_receivable')
+        self.account_type_rev = self.env.ref(
+            'account.data_account_type_revenue')
+
+        self.account_recv = self.AccountObj.create({
+            'code': 'RECV_DR',
+            'name': "Receivable (test)",
+            'reconcile': True,
+            'user_type_id': self.account_type_recv.id,
+        })
+        self.account_sale = self.AccountObj.create({
+            'code': 'SALE_DR',
+            'name': "Receivable (sale)",
+            'reconcile': True,
+            'user_type_id': self.account_type_rev.id,
+        })
+
+        self.date_range_type_year = self.env.ref(
+            'account_fiscal_year.fiscalyear')
+
+        self.date_range_2017 = self.DateRangeObj.create({
+            'name': "2017",
+            'date_start': '2017-01-01',
+            'date_end': '2017-12-31',
+            'type_id': self.date_range_type_year.id,
+        })
+
+        self.date_range_2018 = self.DateRangeObj.create({
+            'name': "2018",
+            'date_start': '2018-01-01',
+            'date_end': '2018-12-31',
+            'type_id': self.date_range_type_year.id,
+        })
+
+    def create_account_move(self, date_str):
+        return self.AccountMoveObj.create({
+            'journal_id': self.bank_journal.id,
+            'date': date_str,
+            'line_ids': [
+                (0, 0, {
+                    'name': "Debit",
+                    'debit': 1000,
+                    'account_id': self.account_recv.id,
+                }),
+                (0, 0, {
+                    'name': "Credit",
+                    'credit': 1000,
+                    'account_id': self.account_sale.id,
+                }),
+            ]
+        })
+
+    def test_01_account_move_date_range_fy_id_compute(self):
+        january_1st = Date.from_string('2017-01-01')
+        move = self.create_account_move(january_1st)
+
+        self.assertEquals(
+            move.date_range_fy_id, self.date_range_2017,
+            msg="Move period should be 2017")
+        self.assertTrue(all([
+            line.date_range_fy_id == self.date_range_2017
+            for line in move.line_ids
+        ]), msg="All lines period should be 2017")
+
+        january_2019 = Date.from_string('2019-01-01')
+        move = self.create_account_move(january_2019)
+        self.assertFalse(
+            bool(move.date_range_fy_id),
+            msg="Move shouldn't have any date range")
+
+    def test_02_account_move_date_range_fy_id_search(self):
+        january_2017 = Date.from_string('2017-01-01')
+        january_2018 = Date.from_string('2018-01-01')
+        january_2019 = Date.from_string('2019-01-01')
+
+        move_2017 = self.create_account_move(january_2017)
+        move_2018 = self.create_account_move(january_2018)
+        move_2019 = self.create_account_move(january_2019)
+
+        moves = self.AccountMoveObj.search([
+            ('date_range_fy_id', 'ilike', '2017'),
+        ])
+
+        self.assertTrue(all([
+            move_2017 in moves,
+            move_2018 not in moves,
+            move_2019 not in moves,
+        ]), msg="There should be only moves in 2017")
+
+        moves = self.AccountMoveObj.search([
+            ('date_range_fy_id', '=', self.date_range_2017.id),
+        ])
+
+        self.assertTrue(all([
+            move_2017 in moves,
+            move_2018 not in moves,
+            move_2019 not in moves,
+        ]))
+
+        moves = self.AccountMoveObj.search([
+            ('date_range_fy_id', 'in', (
+                self.date_range_2017.id,
+                self.date_range_2018.id
+            )),
+        ])
+
+        self.assertTrue(all([
+            move_2017 in moves,
+            move_2018 in moves,
+            move_2019 not in moves,
+        ]))

account_move_fiscal_year/views/account_move.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!-- Copyright 2017 ACSONE SA/NV
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+
+<odoo>
+
+    <record model="ir.ui.view" id="account_move_form_view">
+        <field name="name">account.move.form (in account_move_fiscal_year)</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_move_form"/>
+        <field name="priority" eval="20"/>
+        <field name="arch" type="xml">
+
+            <field name="date" position="after">
+                <field name="date_range_fy_id" options="{'no_open': True}"/>
+            </field>
+
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="account_move_search_view">
+        <field name="name">account.move.search (in account_move_fiscal_year)</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_account_move_filter"/>
+        <field name="priority" eval="20"/>
+        <field name="arch" type="xml">
+
+            <field name="date" position="after">
+                <field name="date_range_fy_id"/>
+            </field>
+
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="account_move_tree_view">
+        <field name="name">account.move.tree (in account_move_fiscal_year)</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_move_tree"/>
+        <field name="priority" eval="20"/>
+        <field name="arch" type="xml">
+
+            <field name="date" position="after">
+                <field name="date_range_fy_id"/>
+            </field>
+
+        </field>
+    </record>
+
+</odoo>

account_move_fiscal_year/views/account_move_line.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!-- Copyright 2017 ACSONE SA/NV
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+
+<odoo>
+
+    <record model="ir.ui.view" id="account_move_line_form_view">
+        <field name="name">account.move.line.form (in account_move_fiscal_year)</field>
+        <field name="model">account.move.line</field>
+        <field name="inherit_id" ref="account.view_move_line_form"/>
+        <field name="priority" eval="20"/>
+        <field name="arch" type="xml">
+
+            <field name="date" position="after">
+                <field name="date_range_fy_id" options="{'no_open': True}"/>
+            </field>
+
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="account_move_line_search_view">
+        <field name="name">account.move.line.search (in account_move_fiscal_year)</field>
+        <field name="model">account.move.line</field>
+        <field name="inherit_id" ref="account.view_account_move_line_filter"/>
+        <field name="priority" eval="20"/>
+        <field name="arch" type="xml">
+
+            <field name="date" position="after">
+                <field name="date_range_fy_id"/>
+            </field>
+            
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="account_move_line_tree_view">
+        <field name="name">account.move.line.tree (in account_move_fiscal_year)</field>
+        <field name="model">account.move.line</field>
+        <field name="inherit_id" ref="account.view_move_line_tree"/>
+        <field name="priority" eval="20"/>
+        <field name="arch" type="xml">
+
+            <field name="date" position="after">
+                <field name="date_range_fy_id"/>
+            </field>
+
+        </field>
+    </record>
+
+</odoo>