[MIG][9.0][account_chart_update] Migrate.
- New-style license headers. - Remove .pot file. - Remove tax codes stuff, now removed from v9. - Refactor methods for search, create, update, delete. Now they are smaller, fitter, happier, more productive. - Only update fields that have any kind of change on any updated record. - Place the wizard in the configuration page, instead of its own menu item. - Display amount of disabled taxes at ending page.
This commit is contained in:
Jairo Llopis
Luis J. Salvatierra
parent
4c5b816db3
commit
88488fd5f1
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@ -1,5 +1,10 @@
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Adds a wizard to update a company account chart from a chart template.
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======================================================================
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
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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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===========================================================
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Detect changes and update the Account Chart from a template
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===========================================================
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This is a pretty useful tool to update Odoo installations after tax reforms
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on the official charts of accounts, or to apply fixes performed on the chart
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@ -17,15 +22,32 @@ The wizard:
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Usage
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=====
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The wizard, accesible from *Accounting > Configuration > Accounts > Update
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chart of accounts*, lets the user select what kind of objects must
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be checked/updated, and whether old records must be checked for changes and
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updates.
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The wizard, accesible from *Accounting > Configuration > Settings > Chart of
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Accounts > Update chart of accounts*, lets the user select what kind of objects
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must be checked/updated, and whether old records must be checked for changes
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and updates.
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It will display all the objects to be created / updated with some information
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about the detected differences, and allow the user to exclude records
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individually.
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
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:alt: Try me on Runbot
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:target: https://runbot.odoo-community.org/runbot/92/9.0
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Known issues / Roadmap
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======================
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* Add tests.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues
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<https://github.com/OCA/account-financial-tools/issues>`_. In case of trouble,
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please check there if your issue has already been reported. If you spotted it
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first, help us smashing it by providing a detailed and welcomed feedback.
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Credits
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=======
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@ -39,6 +61,8 @@ Contributors
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* invitu
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* Stéphane Bidoul <stephane.bidoul@acsone.eu>
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* Antonio Espinosa <antonioea@antiun.com>
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* Jairo Llopis <jairo.llopis@tecnativa.com>
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* Jacques-Etienne Baudoux <je@bcim.be>
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Maintainer
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----------
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@ -53,4 +77,4 @@ 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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To contribute to this module, please visit http://odoo-community.org.
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To contribute to this module, please visit https://odoo-community.org.
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@ -1,28 +1,7 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# Copyright (c) 2010 Zikzakmedia S.L. (http://www.zikzakmedia.com)
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# Copyright (c) 2010 Pexego Sistemas Informáticos S.L.
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# (http://www.pexego.es)
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# @authors: Jordi Esteve (Zikzakmedia), Borja López Soilán (Pexego)
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as published
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# by the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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"""
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Account Chart Update Wizard
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"""
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# © 2010 Zikzakmedia S.L. (http://www.zikzakmedia.com)
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# © 2010 Pexego Sistemas Informáticos S.L.(http://www.pexego.es)
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# © 2016 Jairo Llopis <jairo.llopis@tecnativa.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from . import model
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from . import wizard
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@ -1,51 +1,38 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (c) 2010 Zikzakmedia S.L. (http://www.zikzakmedia.com)
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# Copyright (c) 2010 Pexego Sistemas Informáticos S.L.(http://www.pexego.es)
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# Copyright (c) 2013 Joaquin Gutierrez (http://www.gutierrezweb.es)
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# Pedro Manuel Baeza <pedro.baeza@serviciosbaeza.com>
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as published
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# by the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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# 2013/09/08 - Joaquín Gutierrez: Adaptación a la versión
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#
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##############################################################################
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# © 2010 Zikzakmedia S.L. (http://www.zikzakmedia.com)
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# © 2010 Pexego Sistemas Informáticos S.L.(http://www.pexego.es)
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# © 2013 Joaquin Gutierrez (http://www.gutierrezweb.es)
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# © 2015 Pedro Manuel Baeza <pedro.baeza@serviciosbaeza.com>
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# © 2016 Jairo Llopis <jairo.llopis@tecnativa.com>
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# © 2016 Jacques-Etienne Baudoux <je@bcim.be>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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{
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'name': "Detect changes and update the Account Chart from a template",
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'version': "8.0.1.2.0",
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"summary": "Wizard to update a company's account chart from a template",
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'version': "9.0.1.0.0",
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'author': "Zikzakmedia SL, "
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"Pexego, "
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"Serv. Tecnol. Avanzados - Pedro M. Baeza, "
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"ACSONE A/V, "
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"Tecnativa, "
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"BCIM,"
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"Odoo Community Association (OCA)",
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'website': "http://odoo-community.org",
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'depends': ["account"],
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'category': "Generic Modules/Accounting",
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'category': "Accounting & Finance",
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'contributors': [
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'Joaquín Gutierrez',
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'Pedro M. Baeza',
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'invitu',
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'Stéphane Bidoul',
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'Jairo Llopis',
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'Jacques-Etienne Baudoux',
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],
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'license': "AGPL-3",
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"demo": [],
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"data": [
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'wizard/wizard_chart_update_view.xml',
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'views/account_tax_code_view.xml',
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'views/account_config_settings_view.xml',
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],
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"active": False,
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'installable': True
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'installable': True,
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}
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@ -1 +0,0 @@
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from . import account_tax_code
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@ -1,37 +0,0 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (c) 2014 ACSONE SA/NV (http://acsone.eu)
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as published
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# by the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from openerp import models, fields
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class AccountTaxCode(models.Model):
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_inherit = 'account.tax.code'
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active = fields.Boolean('Active', default=True)
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def _sum(self, cr, uid, ids, name, args, context, where='',
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where_params=()):
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try:
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return super(AccountTaxCode, self)._sum(
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cr, uid, ids, name, args, context, where=where,
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where_params=where_params)
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except:
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cr.rollback()
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return dict.fromkeys(ids, 0.0)
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24
account_chart_update/views/account_config_settings_view.xml
Normal file
24
account_chart_update/views/account_config_settings_view.xml
Normal file
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@ -0,0 +1,24 @@
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<?xml version="1.0" encoding="utf-8"?>
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<!-- © 2016 Jairo Llopis <jairo.llopis@tecnativa.com>
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License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
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<odoo>
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<record id="view_account_config_settings" model="ir.ui.view">
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<field name="name">Open Account Chart Update Wizard</field>
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<field name="model">account.config.settings</field>
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<field name="inherit_id" ref="account.view_account_config_settings"/>
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<field name="arch" type="xml">
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<xpath expr="//button[@name='%(account.open_account_charts_modules)d']
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/.."
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position="after">
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<div>
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<button string="Update current chart template"
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name="%(action_wizard_update_chart)d"
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type="action"
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class="oe_link"/>
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</div>
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</xpath>
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</field>
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</record>
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</odoo>
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@ -1,17 +0,0 @@
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<record id="view_tax_code_form_active" model="ir.ui.view">
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<field name="name">account.tax.code.form.active</field>
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<field name="model">account.tax.code</field>
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<field name="inherit_id" ref="account.view_tax_code_form"/>
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<field name="arch" type="xml">
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<field name="company_id" position="after">
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<field name="active"/>
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</field>
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</field>
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</record>
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</data>
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</openerp>
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@ -1,26 +1,6 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# Copyright (c) 2010 Zikzakmedia S.L. (http://www.zikzakmedia.com)
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# Copyright (c) 2010 Pexego Sistemas Informáticos S.L.
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# (http://www.pexego.es)
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# @authors: Jordi Esteve (Zikzakmedia), Borja López Soilán (Pexego)
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as published
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# by the Free Software Foundation, either version 3 of the License, or
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# (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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"""
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Account Chart Update Wizard
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"""
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# © 2010 Zikzakmedia S.L. (http://www.zikzakmedia.com)
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# © 2010 Pexego Sistemas Informáticos S.L.(http://www.pexego.es)
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from . import wizard_chart_update
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File diff suppressed because it is too large
Load Diff
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@ -1,156 +1,133 @@
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- © 2016 Jairo Llopis <jairo.llopis@tecnativa.com>
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License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
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<odoo>
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<!-- Wizard for Multi Charts of Accounts -->
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<record id="view_update_multi_chart" model="ir.ui.view">
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<field name="name">Update Chart of Accounts from a Chart Template</field>
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<field name="model">wizard.update.charts.accounts</field>
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<field name="arch" type="xml">
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<form>
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<header>
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<field
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name="state"
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select="2"
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widget="statusbar"
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statusbar_visible="init,ready,done"
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statusbar_colors='{"ready":"blue","done":"blue"}' />
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</header>
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<group attrs="{'invisible':[('state','!=','init')]}">
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<h3>
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<p><center>This wizard will update your accounts, taxes and fiscal positions according to the selected chart template</center></p>
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</h3>
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</group>
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<group string="Chart of Accounts" attrs="{'invisible':[('state','!=','init')]}">
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<field name="company_id"
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attrs="{'invisible':[('state','!=','init')]}"
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/>
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<field name="code_digits" attrs="{'invisible':[('state','!=','init')]}" />
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<field name="chart_template_id"
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domain="[('visible', '=', True)]"
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attrs="{'invisible': [('state','!=','init')], 'required': True}"
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/>
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<field name="lang" attrs="{'invisible':[('state','!=','init')]}" />
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</group>
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<group attrs="{'invisible':[('state','!=','init')]}">
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<group string="Update records?">
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<field name="update_tax" />
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<field name="update_account" />
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<field name="update_fiscal_position" />
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</group>
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<group string="Other options" attrs="{'invisible':[('state','!=','init')]}">
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<field name="continue_on_errors" />
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</group>
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</group>
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<record id="view_update_multi_chart" model="ir.ui.view">
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<field name="name">Update Chart of Accounts from a Chart Template
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</field>
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<field name="model">wizard.update.charts.accounts</field>
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<field name="arch" type="xml">
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<form string="Update chart of accounts from a template" version="7.0">
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<header>
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<field name="state" select="2" widget="statusbar"
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statusbar_visible="init,ready,done" statusbar_colors='{"ready":"blue","done":"blue"}' />
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</header>
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<group attrs="{'invisible':[('state','!=','init')]}">
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<h3>
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<p><center>This wizard will update your accounts, taxes and fiscal positions according to the selected chart template</center></p>
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</h3>
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</group>
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<group string="Chart of Accounts" attrs="{'invisible':[('state','!=','init')]}">
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<field name="company_id"
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attrs="{'invisible':[('state','!=','init')]}"
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/>
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<field name="code_digits" attrs="{'invisible':[('state','!=','init')]}" />
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<field name="chart_template_id"
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domain="[('visible', '=', True)]"
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attrs="{'invisible': [('state','!=','init')], 'required': True}"
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/>
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<field name="lang" attrs="{'invisible':[('state','!=','init')]}" />
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</group>
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<group attrs="{'invisible':[('state','!=','init')]}">
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<group string="Update records?">
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<field name="update_tax_code" />
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<field name="update_tax" />
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<field name="update_account" />
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<field name="update_fiscal_position" />
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</group>
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<group string="Other options" attrs="{'invisible':[('state','!=','init')]}">
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<field name="update_children_accounts_parent" />
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<field name="continue_on_errors" />
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</group>
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</group>
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<group attrs="{'invisible':[('state','!=','init')]}">
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<h5>
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<p>If you leave these options set, the wizard will not just create new records, but also update records with changes (i.e. different tax amount)</p>
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<p>Note: Only the changed fields are updated.</p>
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</h5>
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</group>
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<group attrs="{'invisible':[('state','!=','ready'),]}"
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string="Records to create/update">
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<notebook colspan="4">
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<page string="Taxes" attrs="{'invisible': [('update_tax', '=', False)]}">
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<field name="tax_ids" nolabel="1">
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<tree string="Taxes" colors="red:type=='updated'">
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<field name="tax_id" />
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<field name="update_tax_id" />
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<field name="type_tax_use"/>
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<field name="notes"/>
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<field name="type"/>
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</tree>
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</field>
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</page>
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<page string="Accounts" attrs="{'invisible': [('update_account', '=', False)]}">
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<field name="account_ids" nolabel="1">
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<tree string="Accounts" colors="red:type=='updated'">
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<field name="account_id" />
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<field name="update_account_id" />
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<field name="notes"/>
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<field name="type"/>
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</tree>
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</field>
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</page>
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<page string="Fiscal positions" attrs="{'invisible': [('update_fiscal_position', '=', False)]}">
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<field name="fiscal_position_ids" nolabel="1">
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<tree string="Fiscal positions" colors="red:type=='updated'">
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<field name="fiscal_position_id" />
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<field name="update_fiscal_position_id" />
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<field name="notes"/>
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<field name="type"/>
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</tree>
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</field>
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</page>
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|
||||
<group attrs="{'invisible':[('state','!=','init')]}">
|
||||
<h5>
|
||||
<p>If you leave these options set, the wizard will not just create new records, but also update records with changes (i.e. different tax amount)</p>
|
||||
<p>Note: Not all the fields are tested for changes, just the main ones</p>
|
||||
</h5>
|
||||
</group>
|
||||
<group attrs="{'invisible':[('state','!=','ready'),]}"
|
||||
string="Records to create/update">
|
||||
<notebook colspan="4">
|
||||
<page string="Tax codes" attrs="{'invisible': [('update_tax_code', '=', False)]}">
|
||||
<field name="tax_code_ids">
|
||||
<tree string="Tax codes" colors="red:type=='updated'">
|
||||
<field name="tax_code_id" />
|
||||
<field name="update_tax_code_id" />
|
||||
<field name="notes" readonly="1" />
|
||||
<field name="type" invisible="1" />
|
||||
</tree>
|
||||
</field>
|
||||
</page>
|
||||
</notebook>
|
||||
</group>
|
||||
|
||||
<page string="Taxes" attrs="{'invisible': [('update_tax', '=', False)]}">
|
||||
<field name="tax_ids" nolabel="1">
|
||||
<tree string="Taxes" colors="red:type=='updated'">
|
||||
<field name="tax_id" />
|
||||
<field name="update_tax_id" />
|
||||
<field name="notes" readonly="1"/>
|
||||
<field name="type" invisible="1" />
|
||||
</tree>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Accounts" attrs="{'invisible': [('update_account', '=', False)]}">
|
||||
<field name="account_ids" nolabel="1">
|
||||
<tree string="Accounts" colors="red:type=='updated'">
|
||||
<field name="account_id" />
|
||||
<field name="update_account_id" />
|
||||
<field name="notes" readonly="1"/>
|
||||
<field name="type" invisible="1" />
|
||||
</tree>
|
||||
</field>
|
||||
</page>
|
||||
<page string="Fiscal positions" attrs="{'invisible': [('update_fiscal_position', '=', False)]}">
|
||||
<field name="fiscal_position_ids" nolabel="1">
|
||||
<tree string="Fiscal positions" colors="red:type=='updated'">
|
||||
<field name="fiscal_position_id" />
|
||||
<field name="update_fiscal_position_id" />
|
||||
<field name="notes" readonly="1" />
|
||||
<field name="type" invisible="1" />
|
||||
</tree>
|
||||
</field>
|
||||
</page>
|
||||
<group col="4" colspan="4"
|
||||
attrs="{'invisible':[('state','!=','done'),]}">
|
||||
<separator colspan="4" string="Log" />
|
||||
<field name="log" colspan="4" nolabel="1" />
|
||||
<group colspan="4">
|
||||
<separator colspan="4" string="Summary of created objects" />
|
||||
<field name="new_taxes" />
|
||||
<field name="new_accounts" />
|
||||
<field name="new_fps" />
|
||||
</group>
|
||||
<group colspan="4">
|
||||
<separator colspan="4" string="Summary of updated objects" />
|
||||
<field name="updated_taxes" />
|
||||
<field name="deleted_taxes" />
|
||||
<field name="updated_accounts" />
|
||||
<field name="updated_fps" />
|
||||
</group>
|
||||
</group>
|
||||
|
||||
</notebook>
|
||||
</group>
|
||||
<footer>
|
||||
<span states="init">
|
||||
<button name="action_find_records" string="Next" class="oe_highlight" type="object" />
|
||||
</span>
|
||||
<span states="ready">
|
||||
<button name="action_init" string="Previous" type="object" />
|
||||
<button name="action_update_records" string="Create/Update" type="object" class="oe_highlight" />
|
||||
</span>
|
||||
<span states="init,ready"> or </span>
|
||||
<button special="cancel" string="Close" class="oe_link" />
|
||||
</footer>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<group col="4" colspan="4"
|
||||
attrs="{'invisible':[('state','!=','done'),]}">
|
||||
<separator colspan="4" string="Log" />
|
||||
<field name="log" colspan="4" nolabel="1" />
|
||||
<group colspan="4">
|
||||
<separator colspan="4" string="Summary of created objects" />
|
||||
<field name="new_tax_codes" />
|
||||
<field name="new_taxes" />
|
||||
<field name="new_accounts" />
|
||||
<field name="new_fps" />
|
||||
</group>
|
||||
<group colspan="4">
|
||||
<separator colspan="4" string="Summary of updated objects" />
|
||||
<field name="updated_tax_codes" />
|
||||
<field name="updated_taxes" />
|
||||
<field name="updated_accounts" />
|
||||
<field name="updated_fps" />
|
||||
</group>
|
||||
<group colspan="4">
|
||||
<separator colspan="4" string="Summary of deleted objects" />
|
||||
<field name="deleted_tax_codes" />
|
||||
</group>
|
||||
</group>
|
||||
<record id="action_wizard_update_chart" model="ir.actions.act_window">
|
||||
<field name="name">Update chart of accounts</field>
|
||||
<field name="type">ir.actions.act_window</field>
|
||||
<field name="res_model">wizard.update.charts.accounts</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="target">new</field>
|
||||
</record>
|
||||
|
||||
<footer>
|
||||
<div states="init">
|
||||
<button name="action_find_records" string="Next" class="oe_highlight" type="object" />
|
||||
or
|
||||
<button special="cancel" string="Cancel" class="oe_link" />
|
||||
</div>
|
||||
<div states="ready">
|
||||
<button name="action_init" string="Previous" type="object" />
|
||||
<button name="action_update_records" string="Create/Update" type="object" class="oe_highlight" />
|
||||
or
|
||||
<button special="cancel" string="Cancel" class="oe_link" />
|
||||
</div>
|
||||
<div states="done">
|
||||
<button special="cancel" string="Close" class="oe_link" />
|
||||
</div>
|
||||
</footer>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="action_wizard_update_chart" model="ir.actions.act_window">
|
||||
<field name="name">Update chart of accounts</field>
|
||||
<field name="type">ir.actions.act_window</field>
|
||||
<field name="res_model">wizard.update.charts.accounts</field>
|
||||
<field name="view_type">form</field>
|
||||
<field name="view_mode">form</field>
|
||||
<field name="target">new</field>
|
||||
</record>
|
||||
|
||||
<menuitem sequence="0" parent="account.account_account_menu" action="action_wizard_update_chart" id="menu_wizard" />
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
</odoo>
|
||||
|
|
|
|||
Loading…
Reference in New Issue
Block a user