Port account_partner_required to odoo 10
Add technical module account_type_menu
This commit is contained in:
Alexis de Lattre
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68
account_partner_required/README.rst
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68
account_partner_required/README.rst
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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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Account Partner Required
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========================
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This module adds an option *Partner policy* on account types.
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You have the choice between 3 policies:
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* *optional* (the default policy): partner is optional,
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* *always*: require a partner,
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* *never*: forbid a partner.
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This module is useful to enforce a partner on account move lines on
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customer and supplier accounts.
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This module is very similar to the module *account_analytic_required* available in the OCA project `account-analytic <https://github.com/OCA/account-analytic>`_.
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Configuration
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=============
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Go to the menu *Accounting > Configuration > Accounting > Account Types* and edit each account types to configure the correct *Partner policy*.
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Usage
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=====
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If you put a partner on an account move line with an account whose type is configured with *Partner policy* = *never*, you will get an error message.
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If you don't put a partner on an account move line with an account whose type is configured with *Partner policy* = *always*, you will get an error message.
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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/92/10.0
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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, please
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check there if your issue has already been reported. If you spotted it first,
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help us smashing it by providing a detailed and welcomed feedback.
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Credits
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=======
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Contributors
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------------
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* Stéphane Bidoul <stephane.bidoul@acsone.eu>
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* Alexis de Lattre <alexis.delattre@akretion.com>
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Maintainer
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----------
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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This module is maintained by the OCA.
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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 https://odoo-community.org.
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@ -1,23 +1,3 @@
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# -*- encoding: utf-8 -*-
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##############################################################################
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#
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# Account partner required module for OpenERP
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# Copyright (C) 2014 Acsone (http://acsone.eu).
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# @author Stéphane Bidoul <stephane.bidoul@acsone.eu>
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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
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# published by the Free Software Foundation, either version 3 of the
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# License, or (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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# -*- coding: utf-8 -*-
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from . import account
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from . import models
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@ -1,46 +1,19 @@
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# -*- encoding: utf-8 -*-
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##############################################################################
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#
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# Account partner required module for OpenERP
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# Copyright (C) 2014 Acsone (http://acsone.eu).
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# @author Stéphane Bidoul <stephane.bidoul@acsone.eu>
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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
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# published by the Free Software Foundation, either version 3 of the
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# License, or (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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# -*- coding: utf-8 -*-
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# © 2014-2016 Acsone (http://acsone.eu).
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# © 2016 Akretion (http://www.akretion.com/)
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# @author Stéphane Bidoul <stephane.bidoul@acsone.eu>
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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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': 'Account partner required',
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'version': '8.0.0.1.0',
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'category': 'Generic Modules/Accounting',
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'version': '10.0.1.0.0',
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'category': 'Accounting',
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'license': 'AGPL-3',
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'description': """This module adds an option "partner policy"
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on account types.
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You have the choice between 3 policies : optional (the default),
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always (require a partner), and never (forbid a partner).
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This module is useful to enforce a partner on account move lines on
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customer and supplier accounts.
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Module developed by Stéphane Bidoul <stephane.bidoul@acsone.eu>,
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inspired by Alexis de Lattre <alexis.delattre@akretion.com>'s
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account_analytic_required module.
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""",
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'author': "ACSONE SA/NV,Odoo Community Association (OCA)",
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'summary': "Adds an option 'partner policy' on account types",
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'author': "ACSONE SA/NV,Akretion,Odoo Community Association (OCA)",
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'website': 'http://acsone.eu/',
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'depends': ['account'],
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'data': ['account_view.xml'],
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'installable': False,
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'depends': ['account_type_menu'],
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'data': ['views/account.xml'],
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'installable': True,
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}
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@ -1,95 +0,0 @@
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# -*- encoding: utf-8 -*-
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##############################################################################
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#
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# Account partner required module for OpenERP
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# Copyright (C) 2014 Acsone (http://acsone.eu).
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# @author Stéphane Bidoul <stephane.bidoul@acsone.eu>
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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
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# published by the Free Software Foundation, either version 3 of the
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# License, or (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.osv import orm, fields
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from openerp.tools.translate import _
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class account_account_type(orm.Model):
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_inherit = "account.account.type"
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def _get_policies(self, cr, uid, context=None):
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"""This is the method to be inherited for adding policies"""
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return [('optional', _('Optional')),
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('always', _('Always')),
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('never', _('Never'))]
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_columns = {
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'partner_policy': fields.selection(
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lambda self, *args, **kwargs: self._get_policies(*args, **kwargs),
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'Policy for partner field',
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required=True,
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help="Set the policy for the partner field : if you select "
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"'Optional', the accountant is free to put a partner "
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"on an account move line with this type of account ; "
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"if you select 'Always', the accountant will get an error "
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"message if there is no partner ; if you select 'Never', "
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"the accountant will get an error message if a partner "
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"is present."),
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}
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_defaults = {
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'partner_policy': 'optional',
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}
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class account_move_line(orm.Model):
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_inherit = "account.move.line"
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def _get_partner_policy(self, cr, uid, account, context=None):
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""" Extension point to obtain analytic policy for an account """
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return account.user_type.partner_policy
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def _check_partner_required_msg(self, cr, uid, ids, context=None):
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for move_line in self.browse(cr, uid, ids, context):
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if move_line.debit == 0 and move_line.credit == 0:
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continue
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policy = self._get_partner_policy(cr, uid,
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move_line.account_id,
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context=context)
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if policy == 'always' and not move_line.partner_id:
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return _("Partner policy is set to 'Always' "
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"with account %s '%s' but the "
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"partner is missing in the account "
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"move line with label '%s'." %
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(move_line.account_id.code,
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move_line.account_id.name,
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move_line.name))
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elif policy == 'never' and move_line.partner_id:
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return _("Partner policy is set to 'Never' "
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"with account %s '%s' but the "
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"account move line with label '%s' "
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"has a partner '%s'." %
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(move_line.account_id.code,
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move_line.account_id.name,
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move_line.name,
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move_line.partner_id.name))
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def _check_partner_required(self, cr, uid, ids, context=None):
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return not self._check_partner_required_msg(cr, uid, ids,
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context=context)
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_constraints = [
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(_check_partner_required,
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_check_partner_required_msg,
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['partner_id', 'account_id', 'debit', 'credit']),
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]
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3
account_partner_required/models/__init__.py
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3
account_partner_required/models/__init__.py
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# -*- coding: utf-8 -*-
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from . import account
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79
account_partner_required/models/account.py
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79
account_partner_required/models/account.py
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@ -0,0 +1,79 @@
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# -*- coding: utf-8 -*-
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# © 2014-2016 Acsone (http://acsone.eu)
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# © 2016 Akretion (http://www.akretion.com/)
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# @author Stéphane Bidoul <stephane.bidoul@acsone.eu>
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl)
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from odoo import models, fields, api, _
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from odoo.tools import float_is_zero
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from odoo.exceptions import ValidationError
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class AccountAccountType(models.Model):
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_inherit = "account.account.type"
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@api.model
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def _get_partner_policies(self):
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"""This is the method to be inherited for adding policies"""
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return [('optional', _('Optional')),
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('always', _('Always')),
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('never', _('Never'))]
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partner_policy = fields.Selection(
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_get_partner_policies, string='Policy for Partner Field',
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required=True, default='optional',
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help="Set the policy for the partner field : if you select "
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"'Optional', the accountant is free to put a partner "
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"on an account move line with this type of account ; "
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"if you select 'Always', the accountant will get an error "
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"message if there is no partner ; if you select 'Never', "
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"the accountant will get an error message if a partner "
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"is present.")
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class AccountAccount(models.Model):
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_inherit = 'account.account'
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@api.multi
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def get_partner_policy(self):
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""" Extension point to obtain partner policy for an account """
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self.ensure_one()
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return self.user_type_id.partner_policy
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class AccountMoveLine(models.Model):
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_inherit = "account.move.line"
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@api.multi
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def _check_partner_required_msg(self):
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prec = self.env.user.company_id.currency_id.rounding
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for line in self:
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if (
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float_is_zero(line.debit, precision_rounding=prec) and
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float_is_zero(line.credit, precision_rounding=prec)):
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continue
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policy = line.account_id.get_partner_policy()
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if policy == 'always' and not line.partner_id:
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return _("Partner policy is set to 'Always' "
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"with account '%s' but the "
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"partner is missing in the account "
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"move line with label '%s'." %
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(line.account_id.name_get()[0][1],
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line.name))
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elif policy == 'never' and line.partner_id:
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return _("Partner policy is set to 'Never' "
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"with account '%s' but the "
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"account move line with label '%s' "
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"has a partner '%s'." %
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(line.account_id.name_get()[0][1],
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line.name,
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line.partner_id.name))
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@api.multi
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@api.constrains('partner_id', 'account_id', 'debit', 'credit')
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def _check_partner_required(self):
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for line in self:
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message = line._check_partner_required_msg()
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if message:
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raise ValidationError(message)
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@ -1,131 +1,132 @@
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# -*- encoding: utf-8 -*-
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##############################################################################
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#
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# Account partner required module for OpenERP
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# Copyright (C) 2014 Acsone (http://acsone.eu).
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# @author Stéphane Bidoul <stephane.bidoul@acsone.eu>
|
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#
|
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# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU Affero General Public License as
|
||||
# published by the Free Software Foundation, either version 3 of the
|
||||
# License, or (at your option) any later version.
|
||||
#
|
||||
# This program is distributed in the hope that it will be useful,
|
||||
# but WITHOUT ANY WARRANTY; without even the implied warranty of
|
||||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
|
||||
# GNU Affero General Public License for more details.
|
||||
#
|
||||
# You should have received a copy of the GNU Affero General Public License
|
||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
|
||||
#
|
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##############################################################################
|
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# -*- coding: utf-8 -*-
|
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# © 2014-2016 Acsone (http://acsone.eu)
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# © 2016 Akretion (http://www.akretion.com/)
|
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# @author Stéphane Bidoul <stephane.bidoul@acsone.eu>
|
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from datetime import datetime
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from openerp.tests import common
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from openerp.osv import orm
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from odoo.tests import common
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from odoo.exceptions import ValidationError
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class test_account_partner_required(common.TransactionCase):
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class TestAccountPartnerRequired(common.TransactionCase):
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def setUp(self):
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super(test_account_partner_required, self).setUp()
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self.account_obj = self.registry('account.account')
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self.account_type_obj = self.registry('account.account.type')
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self.move_obj = self.registry('account.move')
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self.move_line_obj = self.registry('account.move.line')
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super(TestAccountPartnerRequired, self).setUp()
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self.account_obj = self.env['account.account']
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self.account_type_obj = self.env['account.account.type']
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self.move_obj = self.env['account.move']
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self.move_line_obj = self.env['account.move.line']
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self.sale_journal = self.env['account.journal'].create({
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'type': 'sale',
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'code': 'SJXX',
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'name': 'Sale journal',
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})
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liq_acc_type = self.env.ref('account.data_account_type_liquidity')
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self.account1 = self.account_obj.create({
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'code': '124242',
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'name': 'Test 1',
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'user_type_id': liq_acc_type.id,
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})
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self.account_type_custom = self.account_type_obj.create({
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'name': 'acc type test',
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'type': 'other',
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'partner_policy': 'optional',
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})
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self.account2 = self.account_obj.create({
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'code': '124243',
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'name': 'Test 2',
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'user_type_id': self.account_type_custom.id,
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})
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self.account3 = self.account_obj.create({
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'code': '124244',
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'name': 'Test 3',
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'user_type_id': self.account_type_custom.id,
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})
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def _create_move(self, with_partner, amount=100):
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date = datetime.now()
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period_id = self.registry('account.period').find(
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self.cr, self.uid, date,
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context={'account_period_prefer_normal': True})[0]
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if with_partner:
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partner_id = self.env.ref('base.res_partner_1').id
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else:
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partner_id = False
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move_vals = {
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'journal_id': self.ref('account.sales_journal'),
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'period_id': period_id,
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'journal_id': self.sale_journal.id,
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'date': date,
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}
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move_id = self.move_obj.create(self.cr, self.uid, move_vals)
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self.move_line_obj.create(self.cr, self.uid,
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{'move_id': move_id,
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'name': '/',
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'debit': 0,
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'credit': amount,
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'account_id': self.ref('account.a_sale')})
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move_line_id = self.move_line_obj.create(
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self.cr, self.uid,
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{
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'move_id': move_id,
|
||||
'name': '/',
|
||||
'debit': amount,
|
||||
'credit': 0,
|
||||
'account_id': self.ref('account.a_recv'),
|
||||
'partner_id': self.ref('base.res_partner_1') if
|
||||
with_partner else False
|
||||
'line_ids': [
|
||||
(0, 0, {
|
||||
'name': '/',
|
||||
'debit': 0,
|
||||
'credit': amount,
|
||||
'account_id': self.account1.id,
|
||||
}),
|
||||
(0, 0, {
|
||||
'name': '/',
|
||||
'debit': amount,
|
||||
'credit': 0,
|
||||
'account_id': self.account2.id,
|
||||
'partner_id': partner_id,
|
||||
})
|
||||
],
|
||||
}
|
||||
)
|
||||
return move_line_id
|
||||
|
||||
def _set_partner_policy(self, policy, aref='account.a_recv'):
|
||||
account_type = self.account_obj.browse(self.cr, self.uid,
|
||||
self.ref(aref)).user_type
|
||||
self.account_type_obj.write(self.cr, self.uid, account_type.id,
|
||||
{'partner_policy': policy})
|
||||
move = self.move_obj.create(move_vals)
|
||||
move_line = False
|
||||
for line in move.line_ids:
|
||||
if line.account_id == self.account2:
|
||||
move_line = line
|
||||
break
|
||||
return move_line
|
||||
|
||||
def test_optional(self):
|
||||
self._create_move(with_partner=False)
|
||||
self._create_move(with_partner=True)
|
||||
|
||||
def test_always_no_partner(self):
|
||||
self._set_partner_policy('always')
|
||||
with self.assertRaises(orm.except_orm):
|
||||
self.account_type_custom.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._set_partner_policy('always')
|
||||
self.account_type_custom.partner_policy = 'always'
|
||||
self._create_move(with_partner=False, amount=0)
|
||||
|
||||
def test_always_with_partner(self):
|
||||
self._set_partner_policy('always')
|
||||
self.account_type_custom.partner_policy = 'always'
|
||||
self._create_move(with_partner=True)
|
||||
|
||||
def test_never_no_partner(self):
|
||||
self._set_partner_policy('never')
|
||||
self.account_type_custom.partner_policy = 'never'
|
||||
self._create_move(with_partner=False)
|
||||
|
||||
def test_never_with_partner(self):
|
||||
self._set_partner_policy('never')
|
||||
with self.assertRaises(orm.except_orm):
|
||||
self.account_type_custom.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'
|
||||
# accept partner when debit=credit=0
|
||||
self._set_partner_policy('never')
|
||||
self._create_move(with_partner=True, amount=0)
|
||||
|
||||
def test_always_remove_partner(self):
|
||||
# remove partner when policy is always
|
||||
self._set_partner_policy('always')
|
||||
line_id = self._create_move(with_partner=True)
|
||||
with self.assertRaises(orm.except_orm):
|
||||
self.move_line_obj.write(self.cr, self.uid, [line_id],
|
||||
{'partner_id': False})
|
||||
self.account_type_custom.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._set_partner_policy('always', aref='account.a_pay')
|
||||
line_id = self._create_move(with_partner=False)
|
||||
# change account to a_pay with policy always but missing partner
|
||||
with self.assertRaises(orm.except_orm):
|
||||
self.move_line_obj.write(self.cr, self.uid, [line_id],
|
||||
{'account_id': self.ref('account.a_pay')})
|
||||
# change account to a_pay with policy always with partner -> ok
|
||||
self.move_line_obj.write(
|
||||
self.cr,
|
||||
self.uid,
|
||||
[line_id],
|
||||
{
|
||||
'account_id': self.ref('account.a_pay'),
|
||||
'partner_id': self.ref('base.res_partner_1')
|
||||
}
|
||||
)
|
||||
self.account_type_custom.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'
|
||||
with self.assertRaises(ValidationError):
|
||||
line.write({'account_id': self.account3.id})
|
||||
# change account to an account with policy always with partner
|
||||
line.write({
|
||||
'account_id': self.account3.id,
|
||||
'partner_id': self.env.ref('base.res_partner_1').id
|
||||
})
|
||||
|
||||
@ -1,21 +1,19 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<!--
|
||||
Account partner required module for OpenERP
|
||||
Copyright (C) 2014 Acsone (http://acsone.eu).
|
||||
© 2014-2016 Acsone (http://acsone.eu)
|
||||
@author Stéphane Bidoul <stephane.bidoul@acsone.eu>
|
||||
The licence is in the file __openerp__.py
|
||||
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl)
|
||||
-->
|
||||
|
||||
<openerp>
|
||||
<data>
|
||||
<odoo>
|
||||
|
||||
<record id="account_partner_required_account_type_form" model="ir.ui.view">
|
||||
<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="code" position="after">
|
||||
<field name="partner_policy" />
|
||||
<field name="type" position="after">
|
||||
<field name="partner_policy" />
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
@ -25,11 +23,10 @@
|
||||
<field name="model">account.account.type</field>
|
||||
<field name="inherit_id" ref="account.view_account_type_tree" />
|
||||
<field name="arch" type="xml">
|
||||
<field name="code" position="after">
|
||||
<field name="type" position="after">
|
||||
<field name="partner_policy" />
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
</openerp>
|
||||
</odoo>
|
||||
Loading…
Reference in New Issue
Block a user