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[MIG] account_partner_required to v16

This commit is contained in:
Alexis de Lattre 2022-12-28 20:35:47 +01:00
parent b100c45dd4
commit 3fa0115e3d
10 changed files with 171 additions and 153 deletions

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# © 2014-2016 Acsone (http://acsone.eu).
# © 2016 Akretion (http://www.akretion.com/)
# Copyright 2014-2022 Acsone (http://acsone.eu).
# Copyright 2016-2022 Akretion France (http://www.akretion.com/)
# @author Stéphane Bidoul <stephane.bidoul@acsone.eu>
# @author Alexis de Lattre <alexis.delattre@akretion.com>
# © 2018 DynApps (https://odoo.dynapps.be/)
# Copyright 2018-2022 DynApps (https://odoo.dynapps.be/)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "Account partner required",
"version": "12.0.1.0.0",
"name": "Account Partner Required",
"version": "16.0.1.0.0",
"category": "Accounting",
"license": "AGPL-3",
"summary": "Adds an option 'partner policy' on account types",
"summary": "Adds an option 'partner policy' on accounts",
"author": "ACSONE SA/NV,Akretion,Odoo Community Association (OCA)",
"maintainers": ["alexis-via"],
"website": "https://github.com/OCA/account-financial-tools",
"depends": [
"account_type_menu",
],
"data": [
"views/account.xml",
],
"depends": ["account"],
"data": ["views/account_account.xml"],
"installable": True,
"application": False,
}

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from . import account
from . import account_account
from . import account_move_line

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# © 2014-2016 Acsone (http://acsone.eu)
# © 2016 Akretion (http://www.akretion.com/)
# @author Stéphane Bidoul <stephane.bidoul@acsone.eu>
# @author Alexis de Lattre <alexis.delattre@akretion.com>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl)
from odoo import _, api, fields, models
from odoo.exceptions import ValidationError
from odoo.tools import float_is_zero
class AccountAccountType(models.Model):
_inherit = "account.account.type"
partner_policy = fields.Selection(
selection=[("optional", "Optional"), ("always", "Always"), ("never", "Never")],
string="Policy for Partner Field",
required=True,
default="optional",
help="Set the policy for the partner field : if you select "
"'Optional', the accountant is free to put a partner "
"on an account move line with this type of account ; "
"if you select 'Always', the accountant will get an error "
"message if there is no partner ; if you select 'Never', "
"the accountant will get an error message if a partner "
"is present.",
)
class AccountAccount(models.Model):
_inherit = "account.account"
@api.multi
def get_partner_policy(self):
"""Extension point to obtain partner policy for an account"""
self.ensure_one()
return self.user_type_id.partner_policy
class AccountMoveLine(models.Model):
_inherit = "account.move.line"
@api.multi
def _check_partner_required_msg(self):
prec = self.env.user.company_id.currency_id.rounding
for line in self:
if float_is_zero(line.debit, precision_rounding=prec) and float_is_zero(
line.credit, precision_rounding=prec
):
continue
policy = line.account_id.get_partner_policy()
if policy == "always" and not line.partner_id:
return _(
"Partner policy is set to 'Always' with account '%s' but "
"the partner is missing in the account move line with "
"label '%s'."
) % (line.account_id.name_get()[0][1], line.name)
elif policy == "never" and line.partner_id:
return _(
"Partner policy is set to 'Never' with account '%s' but "
"the account move line with label '%s' has a partner "
"'%s'."
) % (line.account_id.name_get()[0][1], line.name, line.partner_id.name)
@api.multi
@api.constrains("partner_id", "account_id", "debit", "credit")
def _check_partner_required(self):
for line in self:
message = line._check_partner_required_msg()
if message:
raise ValidationError(message)

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# Copyright 2014-2022 Acsone (http://acsone.eu)
# Copyright 2016-2022 Akretion (http://www.akretion.com/)
# @author Stéphane Bidoul <stephane.bidoul@acsone.eu>
# @author Alexis de Lattre <alexis.delattre@akretion.com>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl)
from odoo import fields, models
class AccountAccount(models.Model):
_inherit = "account.account"
# No default value here ; only set one on account.account.type
partner_policy = fields.Selection(
[
("optional", "Optional"),
("always", "Always"),
("never", "Never"),
],
help="Set the policy for the partner field:\nif you select "
"'Optional', the accountant is free to put a partner "
"on an account move line with this account ;\n"
"if you select 'Always', the accountant will get an error "
"message if there is no partner ;\nif you select 'Never', "
"the accountant will get an error message if a partner "
"is present.",
)
def get_partner_policy(self):
self.ensure_one()
return self.partner_policy

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# Copyright 2014-2022 Acsone (http://acsone.eu)
# Copyright 2016-2022 Akretion (http://www.akretion.com/)
# @author Stéphane Bidoul <stephane.bidoul@acsone.eu>
# @author Alexis de Lattre <alexis.delattre@akretion.com>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl)
from odoo import _, api, models
from odoo.exceptions import ValidationError
class AccountMoveLine(models.Model):
_inherit = "account.move.line"
def _check_partner_required_msg(self):
comp_cur = self.company_id.currency_id
for line in self:
if comp_cur.is_zero(line.debit) and comp_cur.is_zero(line.credit):
continue
policy = line.account_id.get_partner_policy()
if policy == "always" and not line.partner_id:
return _(
"Partner policy is set to 'Always' on account '%(account)s' but "
"the partner is missing on the journal item '%(move_line)s'."
) % {
"account": line.account_id.display_name,
"move_line": line.display_name,
}
elif policy == "never" and line.partner_id:
return _(
"Partner policy is set to 'Never' on account '%(account)s' but "
"the journal item '%(move_line)s' has a partner '%(partner)s'."
) % {
"account": line.account_id.display_name,
"move_line": line.display_name,
"partner": line.partner_id.display_name,
}
@api.constrains("partner_id", "account_id", "debit", "credit")
def _check_partner_required(self):
for line in self:
message = line._check_partner_required_msg()
if message:
raise ValidationError(message)

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# © 2014-2016 Acsone (http://acsone.eu)
# © 2016 Akretion (http://www.akretion.com/)
# Copyright 2014-2022 Acsone (http://acsone.eu)
# Copyright 2016-2022 Akretion (http://www.akretion.com/)
# @author Stéphane Bidoul <stephane.bidoul@acsone.eu>
# @author Alexis de Lattre <alexis.delattre@akretion.com>
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from datetime import datetime
from odoo.exceptions import ValidationError
from odoo.tests import common
from odoo.tests import tagged
from odoo.tests.common import TransactionCase
class TestAccountPartnerRequired(common.TransactionCase):
def setUp(self):
super(TestAccountPartnerRequired, self).setUp()
self.account_obj = self.env["account.account"]
self.account_type_obj = self.env["account.account.type"]
self.move_obj = self.env["account.move"]
self.move_line_obj = self.env["account.move.line"]
self.sale_journal = self.env["account.journal"].create(
@tagged("post_install", "-at_install")
class TestAccountPartnerRequired(TransactionCase):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.env = cls.env(context=dict(cls.env.context, tracking_disable=True))
cls.account_obj = cls.env["account.account"]
cls.move_obj = cls.env["account.move"]
cls.move_line_obj = cls.env["account.move.line"]
cls.company_id = cls.env.ref("base.main_company").id
cls.sale_journal = cls.env["account.journal"].create(
{
"type": "sale",
"code": "SJXX",
"name": "Sale journal",
"company_id": cls.company_id,
}
)
liq_acc_type = self.env.ref("account.data_account_type_liquidity")
self.account1 = self.account_obj.create(
cls.account1 = cls.account_obj.create(
{
"code": "124242",
"name": "Test 1",
"user_type_id": liq_acc_type.id,
"account_type": "asset_cash",
"company_id": cls.company_id,
}
)
self.account_type_custom = self.account_type_obj.create(
{
"name": "acc type test",
"type": "other",
"partner_policy": "optional",
}
)
self.account2 = self.account_obj.create(
cls.account2 = cls.account_obj.create(
{
"code": "124243",
"name": "Test 2",
"user_type_id": self.account_type_custom.id,
"account_type": "asset_receivable",
"company_id": cls.company_id,
}
)
self.account3 = self.account_obj.create(
cls.account3 = cls.account_obj.create(
{
"code": "124244",
"name": "Test 3",
"user_type_id": self.account_type_custom.id,
"account_type": "liability_payable",
"company_id": cls.company_id,
}
)
def _create_move(self, with_partner, amount=100):
date = datetime.now()
if with_partner:
partner_id = self.env.ref("base.res_partner_1").id
else:
partner_id = False
move_vals = {
"company_id": self.company_id,
"journal_id": self.sale_journal.id,
"date": date,
"line_ids": [
(
0,
@ -101,45 +98,45 @@ class TestAccountPartnerRequired(common.TransactionCase):
self._create_move(with_partner=True)
def test_always_no_partner(self):
self.account_type_custom.partner_policy = "always"
self.account2.partner_policy = "always"
with self.assertRaises(ValidationError):
self._create_move(with_partner=False)
def test_always_no_partner_0(self):
# accept missing partner when debit=credit=0
self.account_type_custom.partner_policy = "always"
self.account2.partner_policy = "always"
self._create_move(with_partner=False, amount=0)
def test_always_with_partner(self):
self.account_type_custom.partner_policy = "always"
self.account2.partner_policy = "always"
self._create_move(with_partner=True)
def test_never_no_partner(self):
self.account_type_custom.partner_policy = "never"
self.account2.partner_policy = "never"
self._create_move(with_partner=False)
def test_never_with_partner(self):
self.account_type_custom.partner_policy = "never"
self.account2.partner_policy = "never"
with self.assertRaises(ValidationError):
self._create_move(with_partner=True)
def test_never_with_partner_0(self):
self.account_type_custom.partner_policy = "never"
self.account2.partner_policy = "never"
# accept partner when debit=credit=0
self._create_move(with_partner=True, amount=0)
def test_always_remove_partner(self):
# remove partner when policy is always
self.account_type_custom.partner_policy = "always"
self.account2.partner_policy = "always"
line = self._create_move(with_partner=True)
with self.assertRaises(ValidationError):
line.write({"partner_id": False})
def test_change_account(self):
self.account_type_custom.partner_policy = "optional"
self.account2.partner_policy = "optional"
line = self._create_move(with_partner=False)
# change account to an account with policy always but missing partner
self.account_type_custom.partner_policy = "always"
self.account3.partner_policy = "always"
with self.assertRaises(ValidationError):
line.write({"account_id": self.account3.id})
# change account to an account with policy always with partner

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<?xml version="1.0" encoding="utf-8" ?>
<!--
© 2014-2016 Acsone (http://acsone.eu)
@author Stéphane Bidoul <stephane.bidoul@acsone.eu>
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl)
-->
<odoo>
<record id="view_account_type_form" model="ir.ui.view">
<field name="name">account_partner_required.account_type_form</field>
<field name="model">account.account.type</field>
<field name="inherit_id" ref="account.view_account_type_form" />
<field name="arch" type="xml">
<field name="type" position="after">
<field name="partner_policy" />
</field>
</field>
</record>
<record id="view_account_type_tree" model="ir.ui.view">
<field name="name">account_partner_required.account_type_tree</field>
<field name="model">account.account.type</field>
<field name="inherit_id" ref="account.view_account_type_tree" />
<field name="arch" type="xml">
<field name="type" position="after">
<field name="partner_policy" />
</field>
</field>
</record>
</odoo>

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<?xml version="1.0" encoding="utf-8" ?>
<!--
Copyright 2020-2022 Akretion France (http://www.akretion.com/)
@author: Alexis de Lattre <alexis.delattre@akretion.com>
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl)
-->
<odoo>
<record id="view_account_form" model="ir.ui.view">
<field name="model">account.account</field>
<field name="inherit_id" ref="account.view_account_form" />
<field name="arch" type="xml">
<field name="account_type" position="after">
<field name="partner_policy" />
</field>
</field>
</record>
<record id="view_account_list" model="ir.ui.view">
<field name="model">account.account</field>
<field name="inherit_id" ref="account.view_account_list" />
<field name="arch" type="xml">
<field name="reconcile" position="after">
<field name="partner_policy" optional="show" />
</field>
</field>
</record>
<record id="view_account_search" model="ir.ui.view">
<field name="model">account.account</field>
<field name="inherit_id" ref="account.view_account_search" />
<field name="arch" type="xml">
<filter name="accounttype" position="after">
<filter
name="partner_policy_groupby"
string="Partner Policy"
context="{'group_by': 'partner_policy'}"
/>
</filter>
</field>
</record>
</odoo>

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../../../../account_partner_required

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import setuptools
setuptools.setup(
setup_requires=['setuptools-odoo'],
odoo_addon=True,
)