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update menu entries, small fixes and updated readme structure.

This commit is contained in:
Jordi Ballester Alomar 2018-10-31 11:56:26 +01:00 committed by Abraham Anes
parent cac36925e6
commit af3f17e8d2
10 changed files with 43 additions and 97 deletions

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.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
:target: https://www.gnu.org/licenses/agpl
:alt: License: AGPL-3
=====================================================
Account Move Template - Templates for Journal Entries
=====================================================
The user can configure journal entries templates, useful for recurring entries.
The amount of each template line can be computed (through python code)
or kept as user input.
If user input, when using the template, user has to fill
the amount of every input lines.
The journal entry form allows lo load, through a wizard,
the template to use and the amounts to fill.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed feedback
`here <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_template%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Credits
=======
Images
------
* Odoo Community Association: `Icon <https://odoo-community.org/logo.png>`_.
Authors:
--------
* Davide Corio <davide.corio@agilebg.com>
* Lorenzo Battistini <lorenzo.battistini@agilebg.com>
* Paolo Chiara <p.chiara@isa.it>
* Franco Tampieri <franco.tampieri@agilebg.com>
Contributors:
-------------
* Jalal ZAHID <j.zahid@auriumtechnologies.com> (port to v10)
* Alex Comba <alex.comba@agilebg.com> (Port to V8)
* Guewen Baconnier <guewen.baconnier@camptocamp.com>
* Raf Ven <raf.ven@dynapps.be> (port to v11)
Maintainer
----------
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
To contribute to this module, please visit https://odoo-community.org.

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# Copyright 2015-2017 See manifest
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
from . import models from . import models
from . import wizard from . import wizard

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# Copyright 2015-2017 See manifest
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
from . import account_document_template from . import account_document_template
from . import account_move_template from . import account_move_template

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Authors
-------
* Davide Corio <davide.corio@agilebg.com>
* Lorenzo Battistini <lorenzo.battistini@agilebg.com>
* Paolo Chiara <p.chiara@isa.it>
* Franco Tampieri <franco.tampieri@agilebg.com>
Contributors
------------
* Jalal ZAHID <j.zahid@auriumtechnologies.com> (port to v10)
* Alex Comba <alex.comba@agilebg.com> (Port to V8)
* Guewen Baconnier <guewen.baconnier@camptocamp.com>
* Raf Ven <raf.ven@dynapps.be> (port to v11)

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The user can configure journal entries templates, useful for recurring entries.
The amount of each template line can be computed (through python code)
or kept as user input.
If user input, when using the template, user has to fill
the amount of every input lines.
The journal entry form allows lo load, through a wizard,
the template to use and the amounts to fill.

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To create new templates:
#. Make sure that you have flagged *Show Full Accounting Features* in your
user, and that the user has belongs to the *Billing Manager* group.
#. Go to *Invoicing / Configuration / Accounting / Journal Templates* and
define there your template. You can choose to complete a line using a
defined formula, based on other lines, or by requiring the user input.
To use an existing template:
#. Go to *Invoicing / Adviser / Accounting Entries / Create Journal Entry from Template*
#. Select one of the available templates and optionally a partner.
#. Complete the entries according to the template and press *Load*

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</record> </record>
<record id="action_move_template_form" model="ir.actions.act_window"> <record id="action_move_template_form" model="ir.actions.act_window">
<field name="name">Move Templates</field> <field name="name">Journal Entry Templates</field>
<field name="res_model">account.move.template</field> <field name="res_model">account.move.template</field>
<field name="view_type">form</field> <field name="view_type">form</field>
<field name="view_mode">tree,form</field> <field name="view_mode">tree,form</field>
@ -115,6 +115,6 @@
<menuitem <menuitem
action="action_move_template_form" action="action_move_template_form"
id="menu_action_move_template_form" sequence="300" id="menu_action_move_template_form" sequence="300"
parent="account.menu_finance_configuration" parent="account.account_account_menu"
groups="account.group_account_manager"/> groups="account.group_account_manager"/>
</odoo> </odoo>

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##############################################################################
#
# Copyright (C) 2011 Agile Business Group sagl (<http://www.agilebg.com>)
# Copyright (C) 2011 Domsense srl (<http://www.domsense.com>)
#
# 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/>.
#
##############################################################################
from . import select_template from . import select_template

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# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html # License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
import time import time
from odoo import models, fields, api from odoo import models, fields, api, _
class WizardSelectMoveTemplate(models.TransientModel): class WizardSelectMoveTemplate(models.TransientModel):
@ -64,7 +64,7 @@ class WizardSelectMoveTemplate(models.TransientModel):
move.write({'line_ids': lines}) move.write({'line_ids': lines})
return { return {
'domain': [('id', 'in', moves.ids)], 'domain': [('id', 'in', moves.ids)],
'name': 'Entries from template: %s' % name, 'name': _('Entries from template: %s') % name,
'view_type': 'form', 'view_type': 'form',
'view_mode': 'tree,form', 'view_mode': 'tree,form',
'res_model': 'account.move', 'res_model': 'account.move',
@ -88,7 +88,7 @@ class WizardSelectMoveTemplate(models.TransientModel):
'journal_id': line.journal_id.id, 'journal_id': line.journal_id.id,
'analytic_account_id': line.analytic_account_id.id, 'analytic_account_id': line.analytic_account_id.id,
'account_id': line.account_id.id, 'account_id': line.account_id.id,
'date': time.strftime('%Y-%m-%d'), 'date': fields.Date.today(),
'credit': not debit and amounts[line.sequence] or 0.0, 'credit': not debit and amounts[line.sequence] or 0.0,
'debit': debit and amounts[line.sequence] or 0.0, 'debit': debit and amounts[line.sequence] or 0.0,
'partner_id': partner_id, 'partner_id': partner_id,

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id="action_wizard_select_template_by_move" id="action_wizard_select_template_by_move"
view_id="wizard_select_template"/> view_id="wizard_select_template"/>
<menuitem name="Create Move from Template" action="action_wizard_select_template" id="menu_action_wizard_select_template" sequence="10" parent="account.menu_finance_entries"/> <menuitem name="Create Journal Entry from Template" action="action_wizard_select_template" id="menu_action_wizard_select_template" sequence="10" parent="account.menu_finance_entries_accounting_entries"/>
</odoo> </odoo>