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=================================
Fiscal Years - Automatic Creation
=================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
:target: https://github.com/OCA/account-financial-tools/tree/12.0/account_fiscal_year_auto_create
:alt: OCA/account-financial-tools
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/account-financial-tools-12-0/account-financial-tools-12-0-account_fiscal_year_auto_create
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/92/12.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
This module extends the functionality of Accounting Odoo module, to
auto generate fiscal years.
Once installed, a cron is running each day. It will create, for each company,
a new fiscal year, if it is the last day of the current fiscal year.
This module is interesting specially in multi company context, to avoid annoying setup every year.
The fiscal year created has a classical "12 monthes" duration, but the accountant
can modify it, once created.
Exemple
~~~~~~~
If a company has it last fiscal year, defined as:
- ``name``: FY 2021-2022
- ``date_from``: 2021-06-01
- ``date_to``: 2022-05-31
When the cron will be executed on May 31, 2022, it will create the following fiscal year:
- ``name``: FY 2022-2023
- ``date_from``: 2022-06-01
- ``date_to``: 2023-05-31
**Table of contents**
.. contents::
:local:
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 <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_fiscal_year_auto_create%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* GRAP
Contributors
~~~~~~~~~~~~
* Sylvain LE GAL <https://twitter.com/legalsylvain>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-legalsylvain| image:: https://github.com/legalsylvain.png?size=40px
:target: https://github.com/legalsylvain
:alt: legalsylvain
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-legalsylvain|
This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/12.0/account_fiscal_year_auto_create>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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from . import models

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# Copyright (C) 2021 - Today: GRAP (http://www.grap.coop)
# @author: Sylvain LE GAL (https://twitter.com/legalsylvain)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
{
"name": "Fiscal Years - Automatic Creation",
"summary": "Automatically create new fiscal years, based on the datas"
" of the last fiscal years",
"version": "16.0.1.0.1",
"category": "Accounting",
"author": "GRAP,Odoo Community Association (OCA)",
"maintainers": ["legalsylvain"],
"website": "https://github.com/OCA/account-financial-tools",
"license": "AGPL-3",
"depends": [
"account_fiscal_year",
],
"data": [
"data/ir_cron.xml",
],
}

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<?xml version="1.0" encoding="UTF-8" ?>
<!--
Copyright (C) 2021 - Today: GRAP (http://www.grap.coop)
@author: Sylvain LE GAL (https://twitter.com/legalsylvain)
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
-->
<odoo noupdate="1">
<record id="cron_fiscal_year_auto_create" model="ir.cron">
<field name="name">Auto Create Fiscal Years</field>
<field name="active" eval="True" />
<field name="model_id" ref="account_fiscal_year.model_account_fiscal_year" />
<field name="state">code</field>
<field name="code">model.cron_auto_create()</field>
<field name="interval_number">1</field>
<field name="interval_type">days</field>
<field name="nextcall" eval="(DateTime.today()).strftime('%Y-%m-%d')" />
<field name="numbercall">-1</field>
<field name="user_id" ref="base.user_root" />
</record>
</odoo>

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_fiscal_year_auto_create
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: <>\n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: account_fiscal_year_auto_create
#: model:ir.actions.server,name:account_fiscal_year_auto_create.cron_fiscal_year_auto_create_ir_actions_server
#: model:ir.cron,cron_name:account_fiscal_year_auto_create.cron_fiscal_year_auto_create
#: model:ir.cron,name:account_fiscal_year_auto_create.cron_fiscal_year_auto_create
msgid "Auto Create Fiscal Years"
msgstr ""
#. module: account_fiscal_year_auto_create
#: code:addons/account_fiscal_year_auto_create/models/account_fiscal_year.py:45
#, python-format
msgid "FY %s - %s"
msgstr ""
#. module: account_fiscal_year_auto_create
#: model:ir.model,name:account_fiscal_year_auto_create.model_account_fiscal_year
msgid "Fiscal Year"
msgstr ""

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_fiscal_year_auto_create
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2021-08-03 18:49+0000\n"
"Last-Translator: Pascal GOUHIER <pascal.gouhier@copagex.fr>\n"
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"Language: fr\n"
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"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n > 1;\n"
"X-Generator: Weblate 4.3.2\n"
#. module: account_fiscal_year_auto_create
#: model:ir.actions.server,name:account_fiscal_year_auto_create.cron_fiscal_year_auto_create_ir_actions_server
#: model:ir.cron,cron_name:account_fiscal_year_auto_create.cron_fiscal_year_auto_create
#: model:ir.cron,name:account_fiscal_year_auto_create.cron_fiscal_year_auto_create
msgid "Auto Create Fiscal Years"
msgstr "Créer Automatiquement Les Exercices Fiscaux"
#. module: account_fiscal_year_auto_create
#: code:addons/account_fiscal_year_auto_create/models/account_fiscal_year.py:45
#, python-format
msgid "FY %s - %s"
msgstr "AF %s - %s"
#. module: account_fiscal_year_auto_create
#: model:ir.model,name:account_fiscal_year_auto_create.model_account_fiscal_year
msgid "Fiscal Year"
msgstr "Exercice Fiscal"

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from . import account_fiscal_year

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# Copyright (C) 2021 - Today: GRAP (http://www.grap.coop)
# @author: Sylvain LE GAL (https://twitter.com/legalsylvain)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
from datetime import datetime
from dateutil.relativedelta import relativedelta
from odoo import _, api, models
class AccountFiscalYear(models.Model):
_inherit = "account.fiscal.year"
@api.model
def cron_auto_create(self):
companies = self.env["res.company"].search([])
for company in companies:
last_fiscal_year = self.search(
[("company_id", "=", company.id)], order="date_to desc", limit=1
)
if last_fiscal_year and (
last_fiscal_year.date_to < datetime.now().date() + relativedelta(days=1)
):
self.create(last_fiscal_year._prepare_next_fiscal_year())
def _prepare_next_fiscal_year(self):
self.ensure_one()
# try to generate a new name, based on the previous
# name replacing YYYY pattern by YYYY+1 value
# - "FY 2018" will be replace by "FY 2019"
# - "FY 2018-2019" will be replace by "FY 2019-2020"
new_name = self.name.replace(
str(self.date_to.year), str(self.date_to.year + 1)
).replace(str(self.date_from.year), str(self.date_from.year + 1))
if self.search(
[("name", "=", new_name), ("company_id", "=", self.company_id.id)]
):
# the replace process fail to guess a correct unique name
new_name = _(
"FY %(date_to)s - %(date_from)s",
date_to=str(self.date_to),
date_from=str(self.date_from),
)
# compute new dates, handling leap years
new_date_from = self.date_to + relativedelta(days=1)
new_date_to = new_date_from + relativedelta(years=1, days=-1)
return {
"name": new_name,
"company_id": self.company_id.id,
"date_from": new_date_from.strftime("%Y-%m-%d"),
"date_to": new_date_to.strftime("%Y-%m-%d"),
}

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* Sylvain LE GAL <https://twitter.com/legalsylvain>

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This module extends the functionality of Accounting Odoo module, to
auto generate fiscal years.
Once installed, a cron is running each day. It will create, for each company,
a new fiscal year, if it is the last day of the current fiscal year.
This module is interesting specially in multi company context, to avoid annoying setup every year.
The fiscal year created has a classical "12 monthes" duration, but the accountant
can modify it, once created.
Example
~~~~~~~
If a company has it last fiscal year, defined as:
- ``name``: FY 2021-2022
- ``date_from``: 2021-06-01
- ``date_to``: 2022-05-31
When the cron will be executed on May 31, 2022, it will create the following fiscal year:
- ``name``: FY 2022-2023
- ``date_from``: 2022-06-01
- ``date_to``: 2023-05-31

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<div class="document" id="fiscal-years-automatic-creation">
<h1 class="title">Fiscal Years - Automatic Creation</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<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/12.0/account_fiscal_year_auto_create"><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-12-0/account-financial-tools-12-0-account_fiscal_year_auto_create"><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/92/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module extends the functionality of Accounting Odoo module, to
auto generate fiscal years.</p>
<p>Once installed, a cron is running each day. It will create, for each company,
a new fiscal year, if it is the last day of the current fiscal year.</p>
<p>This module is interesting specially in multi company context, to avoid annoying setup every year.</p>
<p>The fiscal year created has a classical “12 monthes” duration, but the accountant
can modify it, once created.</p>
<div class="section" id="exemple">
<h1>Exemple</h1>
<p>If a company has it last fiscal year, defined as:</p>
<ul class="simple">
<li><tt class="docutils literal">name</tt>: FY 2021-2022</li>
<li><tt class="docutils literal">date_from</tt>: 2021-06-01</li>
<li><tt class="docutils literal">date_to</tt>: 2022-05-31</li>
</ul>
<p>When the cron will be executed on May 31, 2022, it will create the following fiscal year:</p>
<ul class="simple">
<li><tt class="docutils literal">name</tt>: FY 2022-2023</li>
<li><tt class="docutils literal">date_from</tt>: 2022-06-01</li>
<li><tt class="docutils literal">date_to</tt>: 2023-05-31</li>
</ul>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#bug-tracker" id="id1">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id2">Credits</a></li>
</ul>
</div>
<div class="section" id="bug-tracker">
<h2><a class="toc-backref" href="#id1">Bug Tracker</a></h2>
<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_fiscal_year_auto_create%0Aversion:%2012.0%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">
<h2><a class="toc-backref" href="#id2">Credits</a></h2>
</div>
</div>
<div class="section" id="authors">
<h1>Authors</h1>
<ul class="simple">
<li>GRAP</li>
</ul>
</div>
<div class="section" id="contributors">
<h1>Contributors</h1>
<ul class="simple">
<li>Sylvain LE GAL &lt;<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h1>Maintainers</h1>
<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/legalsylvain"><img alt="legalsylvain" src="https://github.com/legalsylvain.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/12.0/account_fiscal_year_auto_create">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>
</body>
</html>

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account_fiscal_year_auto_create/tests/__init__.py Normal file
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from . import test_module

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account_fiscal_year_auto_create/tests/test_module.py Normal file
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# Copyright (C) 2021 - Today: GRAP (http://www.grap.coop)
# @author: Sylvain LE GAL (https://twitter.com/legalsylvain)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
from datetime import date, datetime
from odoo.tests.common import TransactionCase
class TestModule(TransactionCase):
def setUp(self):
super().setUp()
self.AccountFiscalYear = self.env["account.fiscal.year"]
self.company = self.env["res.company"].create(
{
"name": "Demo Company (account_fiscal_year_auto_create)",
}
)
# create a fiscal year
self.last_year = datetime.now().year - 1
self.last_fiscal_year = self.AccountFiscalYear.create(
{
"name": "FY %d" % (self.last_year),
"date_from": date(self.last_year, 1, 1).strftime("%Y-%m-%d"),
"date_to": date(self.last_year, 12, 31).strftime("%Y-%m-%d"),
"company_id": self.company.id,
}
)
def test_cron(self):
# Run cron should create a new fiscal year
existing_fiscal_years = self.AccountFiscalYear.search([])
self.AccountFiscalYear.cron_auto_create()
new_fiscal_year = self.AccountFiscalYear.search(
[("id", "not in", existing_fiscal_years.ids)]
)
self.assertTrue(new_fiscal_year)
self.assertEqual(new_fiscal_year.name, "FY %d" % (self.last_year + 1))
self.assertEqual(new_fiscal_year.date_from, date(self.last_year + 1, 1, 1))
self.assertEqual(new_fiscal_year.date_from, date(self.last_year + 1, 1, 1))
self.assertEqual(new_fiscal_year.name, "FY %d" % (self.last_year + 1))
# Rerun cron should not create a new fiscal year
existing_fiscal_years = self.AccountFiscalYear.search([])
self.AccountFiscalYear.cron_auto_create()
new_fiscal_year = self.AccountFiscalYear.search(
[("id", "not in", existing_fiscal_years.ids)]
)
self.assertFalse(new_fiscal_year)

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setup/account_fiscal_year_auto_create/odoo/addons/account_fiscal_year_auto_create Symbolic link
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../../../../account_fiscal_year_auto_create

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setup/account_fiscal_year_auto_create/setup.py Normal file
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import setuptools
setuptools.setup(
setup_requires=['setuptools-odoo'],
odoo_addon=True,
)