update menu entries, small fixes and updated readme structure.
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.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
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:target: https://www.gnu.org/licenses/agpl
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:alt: License: AGPL-3
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=====================================================
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Account Move Template - Templates for Journal Entries
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=====================================================
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The user can configure journal entries templates, useful for recurring entries.
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The amount of each template line can be computed (through python code)
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or kept as user input.
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If user input, when using the template, user has to fill
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the amount of every input lines.
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The journal entry form allows lo load, through a wizard,
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the template to use and the amounts to fill.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed feedback
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`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**>`_.
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Credits
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=======
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Images
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------
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* Odoo Community Association: `Icon <https://odoo-community.org/logo.png>`_.
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Authors:
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--------
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* Davide Corio <davide.corio@agilebg.com>
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* Lorenzo Battistini <lorenzo.battistini@agilebg.com>
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* Paolo Chiara <p.chiara@isa.it>
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* Franco Tampieri <franco.tampieri@agilebg.com>
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Contributors:
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-------------
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* Jalal ZAHID <j.zahid@auriumtechnologies.com> (port to v10)
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* Alex Comba <alex.comba@agilebg.com> (Port to V8)
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* Guewen Baconnier <guewen.baconnier@camptocamp.com>
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* Raf Ven <raf.ven@dynapps.be> (port to v11)
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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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# Copyright 2015-2017 See manifest
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# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
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from . import models
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from . import wizard
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# Copyright 2015-2017 See manifest
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# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
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from . import account_document_template
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from . import account_move_template
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15
account_move_template/readme/CONTRIBUTORS.rst
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15
account_move_template/readme/CONTRIBUTORS.rst
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Authors
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-------
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* Davide Corio <davide.corio@agilebg.com>
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* Lorenzo Battistini <lorenzo.battistini@agilebg.com>
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* Paolo Chiara <p.chiara@isa.it>
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* Franco Tampieri <franco.tampieri@agilebg.com>
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Contributors
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------------
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* Jalal ZAHID <j.zahid@auriumtechnologies.com> (port to v10)
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* Alex Comba <alex.comba@agilebg.com> (Port to V8)
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* Guewen Baconnier <guewen.baconnier@camptocamp.com>
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* Raf Ven <raf.ven@dynapps.be> (port to v11)
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9
account_move_template/readme/DESCRIPTION.rst
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9
account_move_template/readme/DESCRIPTION.rst
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The user can configure journal entries templates, useful for recurring entries.
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The amount of each template line can be computed (through python code)
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or kept as user input.
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If user input, when using the template, user has to fill
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the amount of every input lines.
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The journal entry form allows lo load, through a wizard,
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the template to use and the amounts to fill.
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13
account_move_template/readme/USAGE.rst
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13
account_move_template/readme/USAGE.rst
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To create new templates:
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#. Make sure that you have flagged *Show Full Accounting Features* in your
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user, and that the user has belongs to the *Billing Manager* group.
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#. Go to *Invoicing / Configuration / Accounting / Journal Templates* and
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define there your template. You can choose to complete a line using a
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defined formula, based on other lines, or by requiring the user input.
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To use an existing template:
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#. Go to *Invoicing / Adviser / Accounting Entries / Create Journal Entry from Template*
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#. Select one of the available templates and optionally a partner.
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#. Complete the entries according to the template and press *Load*
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</record>
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<record id="action_move_template_form" model="ir.actions.act_window">
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<field name="name">Move Templates</field>
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<field name="name">Journal Entry Templates</field>
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<field name="res_model">account.move.template</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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@ -115,6 +115,6 @@
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<menuitem
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action="action_move_template_form"
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id="menu_action_move_template_form" sequence="300"
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parent="account.menu_finance_configuration"
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parent="account.account_account_menu"
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groups="account.group_account_manager"/>
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</odoo>
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##############################################################################
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#
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# Copyright (C) 2011 Agile Business Group sagl (<http://www.agilebg.com>)
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# Copyright (C) 2011 Domsense srl (<http://www.domsense.com>)
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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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from . import select_template
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# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
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import time
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from odoo import models, fields, api
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from odoo import models, fields, api, _
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class WizardSelectMoveTemplate(models.TransientModel):
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@ -64,7 +64,7 @@ class WizardSelectMoveTemplate(models.TransientModel):
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move.write({'line_ids': lines})
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return {
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'domain': [('id', 'in', moves.ids)],
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'name': 'Entries from template: %s' % name,
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'name': _('Entries from template: %s') % name,
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'view_type': 'form',
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'view_mode': 'tree,form',
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'res_model': 'account.move',
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@ -88,7 +88,7 @@ class WizardSelectMoveTemplate(models.TransientModel):
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'journal_id': line.journal_id.id,
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'analytic_account_id': line.analytic_account_id.id,
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'account_id': line.account_id.id,
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'date': time.strftime('%Y-%m-%d'),
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'date': fields.Date.today(),
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'credit': not debit and amounts[line.sequence] or 0.0,
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'debit': debit and amounts[line.sequence] or 0.0,
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'partner_id': partner_id,
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id="action_wizard_select_template_by_move"
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view_id="wizard_select_template"/>
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<menuitem name="Create Move from Template" action="action_wizard_select_template" id="menu_action_wizard_select_template" sequence="10" parent="account.menu_finance_entries"/>
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<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"/>
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</odoo>
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