[MIG] account_loan: Migration to 14.0
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765935a105
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@ -2,7 +2,7 @@
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
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{
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"name": "Account Loan management",
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"version": "13.0.1.1.0",
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"version": "14.0.1.0.0",
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"author": "Creu Blanca,Odoo Community Association (OCA)",
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"website": "https://github.com/OCA/account-financial-tools",
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"license": "AGPL-3",
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@ -1,16 +0,0 @@
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# Copyright 2021 Creu Blanca - Alba Riera
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from openupgradelib import openupgrade
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@openupgrade.migrate()
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def migrate(env, version):
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openupgrade.logged_query(
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env.cr,
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"""
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UPDATE account_move am
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SET loan_line_id = ai.loan_line_id,
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loan_id = ai.loan_id
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FROM account_invoice ai
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WHERE ai.id = am.old_invoice_id and ai.loan_id is not null""",
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)
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@ -22,10 +22,7 @@ class AccountLoan(models.Model):
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_inherit = ["mail.thread", "mail.activity.mixin"]
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def _default_company(self):
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force_company = self._context.get("force_company")
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if not force_company:
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return self.env.user.company_id.id
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return force_company
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return self.env.company
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name = fields.Char(
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copy=False,
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@ -61,7 +58,10 @@ class AccountLoan(models.Model):
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default="draft",
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)
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line_ids = fields.One2many(
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"account.loan.line", readonly=True, inverse_name="loan_id", copy=False,
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"account.loan.line",
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readonly=True,
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inverse_name="loan_id",
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copy=False,
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)
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periods = fields.Integer(
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required=True,
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@ -88,7 +88,7 @@ class AccountLoan(models.Model):
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default=0.0,
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digits=(8, 6),
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help="Currently applied rate",
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track_visibility="always",
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tracking=True,
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)
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rate_period = fields.Float(
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compute="_compute_rate_period",
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@ -117,12 +117,20 @@ class AccountLoan(models.Model):
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default="fixed-annuity",
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)
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fixed_amount = fields.Monetary(
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currency_field="currency_id", compute="_compute_fixed_amount",
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currency_field="currency_id",
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compute="_compute_fixed_amount",
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)
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fixed_loan_amount = fields.Monetary(
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currency_field="currency_id", readonly=True, copy=False, default=0,
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currency_field="currency_id",
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readonly=True,
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copy=False,
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default=0,
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)
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fixed_periods = fields.Integer(
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readonly=True,
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copy=False,
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default=0,
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)
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fixed_periods = fields.Integer(readonly=True, copy=False, default=0,)
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loan_amount = fields.Monetary(
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currency_field="currency_id",
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required=True,
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@ -153,7 +161,9 @@ class AccountLoan(models.Model):
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help="When checked, the first payment will be on start date",
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)
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currency_id = fields.Many2one(
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"res.currency", compute="_compute_currency", readonly=True,
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"res.currency",
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compute="_compute_currency",
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readonly=True,
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)
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journal_type = fields.Char(compute="_compute_journal_type")
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journal_id = fields.Many2one(
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@ -190,7 +200,9 @@ class AccountLoan(models.Model):
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states={"draft": [("readonly", False)]},
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)
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is_leasing = fields.Boolean(
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default=False, readonly=True, states={"draft": [("readonly", False)]},
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default=False,
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readonly=True,
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states={"draft": [("readonly", False)]},
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)
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leased_asset_account_id = fields.Many2one(
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"account.account",
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@ -212,7 +224,8 @@ class AccountLoan(models.Model):
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)
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move_ids = fields.One2many("account.move", copy=False, inverse_name="loan_id")
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pending_principal_amount = fields.Monetary(
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currency_field="currency_id", compute="_compute_total_amounts",
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currency_field="currency_id",
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compute="_compute_total_amounts",
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)
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payment_amount = fields.Monetary(
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currency_field="currency_id",
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@ -438,7 +451,7 @@ class AccountLoan(models.Model):
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self.ensure_one()
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action = self.env.ref("account.action_move_out_invoice_type")
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result = action.read()[0]
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result["domain"] = [("loan_id", "=", self.id), ("type", "=", "in_invoice")]
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result["domain"] = [("loan_id", "=", self.id), ("move_type", "=", "in_invoice")]
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return result
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@api.model
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@ -20,38 +20,44 @@ class AccountLoanLine(models.Model):
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name = fields.Char(compute="_compute_name")
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loan_id = fields.Many2one(
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"account.loan", required=True, readonly=True, ondelete="cascade",
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"account.loan",
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required=True,
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readonly=True,
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ondelete="cascade",
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)
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is_leasing = fields.Boolean(
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related="loan_id.is_leasing",
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readonly=True,
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)
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is_leasing = fields.Boolean(related="loan_id.is_leasing", readonly=True,)
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loan_type = fields.Selection(
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[
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("fixed-annuity", "Fixed Annuity"),
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("fixed-principal", "Fixed Principal"),
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("interest", "Only interest"),
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],
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related="loan_id.loan_type",
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readonly=True,
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)
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loan_state = fields.Selection(
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[
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("draft", "Draft"),
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("posted", "Posted"),
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("cancelled", "Cancelled"),
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("closed", "Closed"),
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],
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related="loan_id.state",
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readonly=True,
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store=True,
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)
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sequence = fields.Integer(required=True, readonly=True)
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date = fields.Date(
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required=True, readonly=True, help="Date when the payment will be accounted",
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required=True,
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readonly=True,
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help="Date when the payment will be accounted",
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)
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long_term_loan_account_id = fields.Many2one(
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"account.account", readony=True, related="loan_id.long_term_loan_account_id",
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"account.account",
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readonly=True,
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related="loan_id.long_term_loan_account_id",
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)
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currency_id = fields.Many2one(
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"res.currency",
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related="loan_id.currency_id",
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)
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rate = fields.Float(
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required=True,
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readonly=True,
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digits=(8, 6),
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)
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currency_id = fields.Many2one("res.currency", related="loan_id.currency_id",)
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rate = fields.Float(required=True, readonly=True, digits=(8, 6),)
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pending_principal_amount = fields.Monetary(
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currency_field="currency_id",
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readonly=True,
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@ -88,7 +94,10 @@ class AccountLoanLine(models.Model):
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compute="_compute_amounts",
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help="Pending amount of the loan after the payment",
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)
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move_ids = fields.One2many("account.move", inverse_name="loan_line_id",)
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move_ids = fields.One2many(
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"account.move",
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inverse_name="loan_line_id",
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)
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has_moves = fields.Boolean(compute="_compute_has_moves")
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has_invoices = fields.Boolean(compute="_compute_has_invoices")
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_sql_constraints = [
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@ -241,9 +250,7 @@ class AccountLoanLine(models.Model):
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def move_line_vals(self):
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vals = []
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partner = self.loan_id.partner_id.with_context(
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force_company=self.loan_id.company_id.id
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)
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partner = self.loan_id.partner_id.with_company(self.loan_id.company_id)
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vals.append(
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{
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"account_id": partner.property_account_payable_id.id,
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@ -287,7 +294,7 @@ class AccountLoanLine(models.Model):
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return {
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"loan_line_id": self.id,
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"loan_id": self.loan_id.id,
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"type": "in_invoice",
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"move_type": "in_invoice",
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"partner_id": self.loan_id.partner_id.id,
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"invoice_date": self.date,
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"journal_id": self.loan_id.journal_id.id,
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@ -426,7 +433,10 @@ class AccountLoanLine(models.Model):
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"default_loan_line_id": self.id,
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"default_loan_id": self.loan_id.id,
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}
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result["domain"] = [("loan_line_id", "=", self.id), ("type", "=", "in_invoice")]
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result["domain"] = [
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("loan_line_id", "=", self.id),
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("move_type", "=", "in_invoice"),
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]
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if len(self.move_ids) == 1:
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res = self.env.ref("account.view_move_form", False)
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result["views"] = [(res and res.id or False, "form")]
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@ -8,10 +8,15 @@ class AccountMove(models.Model):
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_inherit = "account.move"
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loan_line_id = fields.Many2one(
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"account.loan.line", readonly=True, ondelete="restrict",
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"account.loan.line",
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readonly=True,
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ondelete="restrict",
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)
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loan_id = fields.Many2one(
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"account.loan", readonly=True, store=True, ondelete="restrict",
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"account.loan",
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readonly=True,
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store=True,
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ondelete="restrict",
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)
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def post(self):
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@ -3,3 +3,6 @@ access_account_loan,account.loan,model_account_loan,account.group_account_user,1
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access_account_loan_manager,account.loan,model_account_loan,account.group_account_manager,1,1,1,1
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access_account_loan_line,account.loan.line,model_account_loan_line,account.group_account_user,1,0,0,0
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access_account_loan_line_manager,account.loan.line,model_account_loan_line,account.group_account_manager,1,1,1,1
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access_account_loan_generate_wizard,access_account_loan_generate_wizard,model_account_loan_generate_wizard,account.group_account_user,1,0,0,0
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access_account_loan_pay_amount,access_account_loan_pay_amount,model_account_loan_pay_amount,account.group_account_user,1,0,0,0
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access_account_loan_post,access_account_loan_post,model_account_loan_post,account.group_account_user,1,0,0,0
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@ -215,7 +215,10 @@
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</form>
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</field>
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</record>
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<act_window id="account_loan_action" name="Loans" res_model="account.loan" />
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<record id="account_loan_action" model="ir.actions.act_window">
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<field name="name">Loans</field>
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<field name="res_model">account.loan</field>
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</record>
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<menuitem
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id="account_loan_menu"
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parent="account.menu_finance_entries"
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<field name="model">account.move</field>
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<field name="inherit_id" ref="account.view_move_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="date" position="after">
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<field
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name="loan_line_id"
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attrs="{'invisible': [('loan_line_id', '=', False)]}"
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@ -9,14 +9,21 @@ class AccountLoan(models.TransientModel):
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_name = "account.loan.pay.amount"
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_description = "Loan pay amount"
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loan_id = fields.Many2one("account.loan", required=True, readonly=True,)
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loan_id = fields.Many2one(
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"account.loan",
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required=True,
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readonly=True,
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)
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currency_id = fields.Many2one(
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"res.currency", related="loan_id.currency_id", readonly=True
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)
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cancel_loan = fields.Boolean(default=False,)
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cancel_loan = fields.Boolean(
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default=False,
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)
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date = fields.Date(required=True, default=fields.Date.today())
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amount = fields.Monetary(
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currency_field="currency_id", string="Amount to reduce from Principal",
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currency_field="currency_id",
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string="Amount to reduce from Principal",
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)
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fees = fields.Monetary(currency_field="currency_id", string="Bank fees")
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@ -22,11 +22,15 @@ class AccountLoanPost(models.TransientModel):
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if loan.is_leasing:
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return loan.leased_asset_account_id.id
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else:
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return loan.partner_id.with_context(
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force_company=loan.company_id.id
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return loan.partner_id.with_company(
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loan.company_id
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).property_account_receivable_id.id
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loan_id = fields.Many2one("account.loan", required=True, readonly=True,)
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loan_id = fields.Many2one(
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"account.loan",
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required=True,
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readonly=True,
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)
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journal_id = fields.Many2one(
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"account.journal", required=True, default=lambda r: r._default_journal_id()
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)
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@ -36,9 +40,7 @@ class AccountLoanPost(models.TransientModel):
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def move_line_vals(self):
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res = list()
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partner = self.loan_id.partner_id.with_context(
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force_company=self.loan_id.company_id.id
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)
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partner = self.loan_id.partner_id.with_company(self.loan_id.company_id)
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line = self.loan_id.line_ids.filtered(lambda r: r.sequence == 1)
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res.append(
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{
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