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[ADD] account_fiscal_year_auto_create : new module to create automatically new fiscal years

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Sylvain LE GAL 2021-03-31 10:31:33 +02:00
parent 6c54ae113e
commit b8e210a644
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=================================
Fiscal Years - Automatic Creation
=================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

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from . import models

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# Copyright (C) 2021 - Today: GRAP (http://www.grap.coop)
# @author: Sylvain LE GAL (https://twitter.com/legalsylvain)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
{
"name": "Fiscal Years - Automatic Creation",
"summary": "Automatically create new fiscal years, based on the datas"
" of the last fiscal years",
"version": "12.0.1.0.1",
"category": "Accounting",
"author": "GRAP,Odoo Community Association (OCA)",
"maintainers": ["legalsylvain"],
"website": "http://www.github.com/OCA/account-financial-tools",
"license": "AGPL-3",
"depends": [
"account",
],
"data": [
"data/ir_cron.xml",
],
}

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<?xml version="1.0" encoding="UTF-8"?>
<!--
Copyright (C) 2021 - Today: GRAP (http://www.grap.coop)
@author: Sylvain LE GAL (https://twitter.com/legalsylvain)
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
-->
<odoo noupdate="1">
<record id="cron_fiscal_year_auto_create" model="ir.cron">
<field name="name">Auto Create Fiscal Years</field>
<field name="active" eval="True"/>
<field name="model_id" ref="account.model_account_fiscal_year"/>
<field name="state">code</field>
<field name="code">model.cron_auto_create()</field>
<field name="interval_number">1</field>
<field name="interval_type">days</field>
<field name="nextcall" eval="(DateTime.today()).strftime('%Y-%m-%d')"/>
<field name="numbercall">-1</field>
<field name="user_id" ref="base.user_root"/>
</record>
</odoo>

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_fiscal_year_auto_create
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 12.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2021-03-31 08:41+0000\n"
"PO-Revision-Date: 2021-03-31 08:41+0000\n"
"Last-Translator: <>\n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: account_fiscal_year_auto_create
#: model:ir.actions.server,name:account_fiscal_year_auto_create.cron_fiscal_year_auto_create_ir_actions_server
#: model:ir.cron,cron_name:account_fiscal_year_auto_create.cron_fiscal_year_auto_create
#: model:ir.cron,name:account_fiscal_year_auto_create.cron_fiscal_year_auto_create
msgid "Auto Create Fiscal Years"
msgstr "Création automatique d'année fiscales"
#. module: account_fiscal_year_auto_create
#: code:addons/account_fiscal_year_auto_create/models/account_fiscal_year.py:45
#, python-format
msgid "FY %s - %s"
msgstr "AF %s - %s"
#. module: account_fiscal_year_auto_create
#: model:ir.model,name:account_fiscal_year_auto_create.model_account_fiscal_year
msgid "Fiscal Year"
msgstr "Exercice fiscal"

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from . import account_fiscal_year

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# Copyright (C) 2021 - Today: GRAP (http://www.grap.coop)
# @author: Sylvain LE GAL (https://twitter.com/legalsylvain)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
from datetime import datetime
from dateutil.relativedelta import relativedelta
from odoo import _, api, models
class AccountFiscalYear(models.Model):
_inherit = "account.fiscal.year"
@api.model
def cron_auto_create(self):
companies = self.env["res.company"].search([])
for company in companies:
last_fiscal_year = self.search(
[('company_id', '=', company.id)],
order="date_to desc", limit=1)
if last_fiscal_year and (
last_fiscal_year.date_to <
datetime.now().date() + relativedelta(days=1)
):
self.create(last_fiscal_year._prepare_next_fiscal_year())
@api.multi
def _prepare_next_fiscal_year(self):
self.ensure_one()
# try to generate a new name, based on the previous
# name replacing YYYY pattern by YYYY+1 value
# - "FY 2018" will be replace by "FY 2019"
# - "FY 2018-2019" will be replace by "FY 2019-2020"
new_name = self.name.replace(
str((self.date_to.year)), str((self.date_to.year + 1))
).replace(
str((self.date_from.year)), str((self.date_from.year + 1))
)
if self.search([
("name", "=", new_name),
("company_id", "=", self.company_id.id)
]):
# the replace process fail to guess a correct unique name
new_name = _("FY %s - %s") % (
str(self.date_to), str(self.date_from)
)
# compute new dates, handling leap years
new_date_from = self.date_to + relativedelta(days=1)
new_date_to = new_date_from + relativedelta(years=1, days=-1)
return {
"name": new_name,
"company_id": self.company_id.id,
"date_from": new_date_from.strftime("%Y-%m-%d"),
"date_to": new_date_to.strftime("%Y-%m-%d"),
}

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* Sylvain LE GAL <https://twitter.com/legalsylvain>

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This module extends the functionality of Accounting Odoo module, to
auto generate fiscal years.
Once installed, a cron is running each day. It will create, for each company,
a new fiscal year, if it is the last day of the current fiscal year.
This module is interesting specially in multi company context, to avoid annoying setup every year.
The fiscal year created has a classical "12 monthes" duration, but the accountant
can modify it, once created.
Exemple
~~~~~~~
If a company has it last fiscal year, defined as:
- ``name``: FY 2021-2022
- ``date_from``: 2021-06-01
- ``date_to``: 2022-05-31
When the cron will be executed on May 31, 2022, it will create the following fiscal year:
- ``name``: FY 2022-2023
- ``date_from``: 2022-06-01
- ``date_to``: 2023-05-31

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from . import test_module

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# Copyright (C) 2021 - Today: GRAP (http://www.grap.coop)
# @author: Sylvain LE GAL (https://twitter.com/legalsylvain)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
from odoo.tests.common import TransactionCase
from datetime import date, datetime
class TestModule(TransactionCase):
def setUp(self):
super().setUp()
self.AccountFiscalYear = self.env["account.fiscal.year"]
self.company = self.env["res.company"].create({
"name": "Demo Company (account_fiscal_year_auto_create)",
})
# create a fiscal year
self.last_year = datetime.now().year - 1
self.last_fiscal_year = self.AccountFiscalYear.create({
"name": "FY %d" % (self.last_year),
"date_from": date(self.last_year, 1, 1).strftime("%Y-%m-%d"),
"date_to": date(self.last_year, 12, 31).strftime("%Y-%m-%d"),
"company_id": self.company.id,
})
def test_cron(self):
existing_fiscal_years = self.AccountFiscalYear.search([])
self.AccountFiscalYear.cron_auto_create()
# Run cron should create a new fiscal year
new_fiscal_year = self.AccountFiscalYear.search([
("id", "not in", existing_fiscal_years.ids)
])
self.assertTrue(new_fiscal_year)
self.assertEqual(
new_fiscal_year.name, "FY %d" % (self.last_year + 1))
self.assertEqual(
new_fiscal_year.date_from, date(self.last_year + 1, 1, 1))
self.assertEqual(
new_fiscal_year.date_from, date(self.last_year + 1, 1, 1))
self.assertEqual(
new_fiscal_year.name, "FY %d" % (self.last_year + 1))
# Rerun cron should not create a new fiscal year
existing_fiscal_years = self.AccountFiscalYear.search([])
self.AccountFiscalYear.cron_auto_create()
# Run cron should create a new fiscal year
new_fiscal_year = self.AccountFiscalYear.search([
("id", "not in", existing_fiscal_years.ids)
])
self.assertFalse(new_fiscal_year)