Yaltik/account-financial-tools
2
0
Fork 0
Code Pull Requests Activity

[MIG] account_move_template from v11 to v12 (full re-write)

Browse Source
This commit is contained in:
Alexis de Lattre 2019-04-11 15:49:20 +02:00 committed by Abraham Anes
parent 7f35b8a9ee
commit d2da4f4276
16 changed files with 410 additions and 466 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

16
account_move_template/__manifest__.py
View File

@ -1,27 +1,25 @@
# Copyright 2015-2017 See manifest # Copyright 2015-2017 See manifest
# Copyright 2018 Raf Ven <raf.ven@dynapps.be> # Copyright 2018 Raf Ven <raf.ven@dynapps.be>
# Copyright 2019 Akretion France (http://www.akretion.com/)
# 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
{ {
'name': "Account Move Template", 'name': "Account Move Template",
'version': '11.0.1.0.0', 'version': '12.0.1.0.0',
'category': 'Generic Modules/Accounting', 'category': 'Accounting',
'summary': "Templates for recurring Journal Entries", 'summary': "Templates for recurring Journal Entries",
'author': "Agile Business Group, Odoo Community Association (OCA), Aurium " 'author': "Agile Business Group, Odoo Community Association (OCA), Aurium "
"Technologies, Vauxoo, Eficent", "Technologies, Vauxoo, Eficent, Akretion",
'website': 'https://github.com/OCA/account-financial-tools', 'website': 'https://github.com/OCA/account-financial-tools',
'license': 'AGPL-3', 'license': 'AGPL-3',
'depends': [ 'depends': [
'account', 'account',
'analytic',
], ],
'data': [ 'data': [
'security/ir.model.access.csv',
'view/move_template.xml',
'wizard/select_template.xml',
'security/account_move_template_security.xml', 'security/account_move_template_security.xml',
], 'security/ir.model.access.csv',
'test': [ 'wizard/account_move_template_run_view.xml',
'view/account_move_template.xml',
], ],
'installable': True, 'installable': True,
} }

1
account_move_template/models/__init__.py
View File

@ -1,2 +1 @@
from . import account_document_template
from . import account_move_template from . import account_move_template

95
account_move_template/models/account_document_template.py
View File

@ -1,95 +0,0 @@
# Copyright 2015-2018 See manifest
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
from functools import partial
import re
from odoo import models, fields, api, exceptions, _
from odoo.tools.safe_eval import safe_eval
class AccountDocumentTemplate(models.Model):
_name = 'account.document.template'
name = fields.Char('Name', required=True,
)
@api.multi
def copy(self, default=None):
self.ensure_one()
default = dict(default or {}, name=_('%s (copy)') % self.name)
return super(AccountDocumentTemplate, self).copy(default)
@api.multi
def _input_lines(self):
count = 0
for line in self.template_line_ids:
if line.type == 'input':
count += 1
return count
@api.multi
def _get_template_line(self, line_number):
for line in self.template_line_ids:
if line.sequence == line_number:
return line
return False
@api.multi
def _generate_empty_lines(self):
lines = {}
for line in self.template_line_ids:
lines[line.sequence] = None
return lines
@api.multi
def lines(self, line_number, computed_lines=None):
if computed_lines is None:
computed_lines = {}
if computed_lines[line_number] is not None:
return computed_lines[line_number]
line = self._get_template_line(line_number)
if re.match(r'L\( *' + str(line_number) + r' *\)', line.python_code):
raise exceptions.Warning(
_('Line %s can\'t refer to itself') % str(line_number)
)
try:
recurse_lines = partial(self.lines, computed_lines=computed_lines)
computed_lines[line_number] = safe_eval(
line.python_code.replace('L', 'recurse_lines'),
locals_dict={'recurse_lines': recurse_lines}
)
except KeyError:
raise exceptions.Warning(
_('Code "%s" refers to non existing line') % line.python_code)
return computed_lines[line_number]
@api.multi
def compute_lines(self, input_lines):
if len(input_lines) != self._input_lines():
raise exceptions.Warning(
_('You can not add a different number of lines in this wizard '
'you should try to create the move normally and then edit '
'the created move. Inconsistent between input lines and '
' filled lines for template %s') % self.name
)
computed_lines = self._generate_empty_lines()
computed_lines.update(input_lines)
for line_number in computed_lines:
computed_lines[line_number] = self.lines(
line_number, computed_lines)
return computed_lines
class AccountDocumentTemplateLine(models.Model):
_name = 'account.document.template.line'
name = fields.Char('Name', required=True,
)
sequence = fields.Integer('Sequence', required=True,
)
type = fields.Selection([
('computed', 'Computed'),
('input', 'User input'),
], string='Type', required=True, default='input',
)
python_code = fields.Text('Python code')

172
account_move_template/models/account_move_template.py
View File

@ -1,79 +1,133 @@
# Copyright 2015-2018 See manifest # Copyright 2015-2019 See manifest
# 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
from odoo import models, fields, api from odoo import api, fields, models, _
from odoo.tools.safe_eval import safe_eval
from odoo.exceptions import UserError, ValidationError
from odoo.tools import float_round
class AccountMoveTemplate(models.Model): class AccountMoveTemplate(models.Model):
_name = 'account.move.template' _name = 'account.move.template'
_inherit = ['account.document.template', _description = 'Journal Entry Template'
# 'mail.activity.mixin', TODO: uncomment for saas-15
'mail.thread']
@api.model
def _company_get(self):
return self.env['res.company']._company_default_get(
object='account.move.template'
)
name = fields.Char(required=True)
company_id = fields.Many2one( company_id = fields.Many2one(
'res.company', 'res.company', string='Company', required=True, ondelete='cascade',
required=True, default=lambda self: self.env['res.company']._company_default_get())
change_default=True, journal_id = fields.Many2one(
default=_company_get, 'account.journal', string='Journal', required=True)
) ref = fields.Char(string='Reference', copy=False)
journal_id = fields.Many2one('account.journal', required=True) line_ids = fields.One2many(
template_line_ids = fields.One2many( 'account.move.template.line', inverse_name='template_id',
'account.move.template.line', string='Lines')
inverse_name='template_id',
)
@api.multi _sql_constraints = [(
def action_run_template(self): 'name_company_unique',
'unique(name, company_id)',
'This name is already used by another template!'
)]
def copy(self, default=None):
self.ensure_one() self.ensure_one()
action = self.env.ref( default = dict(default or {}, name=_('%s (copy)') % self.name)
'account_move_template.action_wizard_select_template').read()[0] return super(AccountMoveTemplate, self).copy(default)
action.update({'context': {'default_template_id': self.id}})
return action
_sql_constraints = [ def eval_computed_line(self, line, sequence2amount):
('sequence_move_template_uniq', 'unique (name,company_id)', safe_eval_dict = {}
'The name of the template must be unique per company !') for seq, amount in sequence2amount.items():
] safe_eval_dict['L%d' % seq] = amount
try:
val = safe_eval(line.python_code, safe_eval_dict)
sequence2amount[line.sequence] = val
except ValueError:
raise UserError(_(
"Impossible to compute the formula of line with sequence %s "
"(formula: %s). Check that the lines used in the formula "
"really exists and have a lower sequence than the current "
"line.") % (line.sequence, line.python_code))
except SyntaxError:
raise UserError(_(
"Impossible to compute the formula of line with sequence %s "
"(formula: %s): the syntax of the formula is wrong.")
% (line.sequence, line.python_code))
def compute_lines(self, sequence2amount):
prec = self.company_id.currency_id.rounding
input_sequence2amount = sequence2amount.copy()
for line in self.line_ids.filtered(lambda x: x.type == 'input'):
if line.sequence not in sequence2amount:
raise UserError(_(
"You deleted a line in the wizard. This is not allowed: "
"you should either update the template or modify the "
"journal entry that will be generated by this wizard."))
input_sequence2amount.pop(line.sequence)
if input_sequence2amount:
raise UserError(_(
"You added a line in the wizard. This is not allowed: "
"you should either update the template or modify "
"the journal entry that will be generated by this wizard."))
for line in self.line_ids.filtered(lambda x: x.type == 'computed'):
self.eval_computed_line(line, sequence2amount)
sequence2amount[line.sequence] = float_round(
sequence2amount[line.sequence], precision_rounding=prec)
return sequence2amount
def generate_journal_entry(self):
'''Called by the button on the form view'''
self.ensure_one()
wiz = self.env['account.move.template.run'].create({
'template_id': self.id})
action = wiz.load_lines()
return action
class AccountMoveTemplateLine(models.Model): class AccountMoveTemplateLine(models.Model):
_name = 'account.move.template.line' _name = 'account.move.template.line'
_inherit = 'account.document.template.line' _description = 'Journal Item Template'
_order = 'sequence, id'
company_id = fields.Many2one('res.company', template_id = fields.Many2one(
related='template_id.company_id', 'account.move.template', string='Move Template', ondelete='cascade')
readonly=True) name = fields.Char(string='Label')
journal_id = fields.Many2one('account.journal', sequence = fields.Integer('Sequence', required=True)
related='template_id.journal_id',
store=True, readonly=True)
account_id = fields.Many2one( account_id = fields.Many2one(
'account.account', 'account.account', string='Account',
required=True, required=True, domain=[('deprecated', '=', False)])
ondelete="cascade" partner_id = fields.Many2one(
) 'res.partner', string='Partner',
partner_id = fields.Many2one('res.partner', string='Partner') domain=['|', ('parent_id', '=', False), ('is_company', '=', True)])
move_line_type = fields.Selection(
[('cr', 'Credit'), ('dr', 'Debit')],
required=True
)
analytic_account_id = fields.Many2one( analytic_account_id = fields.Many2one(
'account.analytic.account', 'account.analytic.account', string='Analytic Account')
ondelete="cascade" analytic_tag_ids = fields.Many2many(
) 'account.analytic.tag', string='Analytic Tags')
analytic_tag_ids = fields.Many2many('account.analytic.tag',
string='Analytic tags')
tax_ids = fields.Many2many('account.tax', string='Taxes') tax_ids = fields.Many2many('account.tax', string='Taxes')
tax_line_id = fields.Many2one('account.tax', string='Originator tax', tax_line_id = fields.Many2one(
ondelete='restrict') 'account.tax', string='Originator Tax', ondelete='restrict')
template_id = fields.Many2one('account.move.template') company_id = fields.Many2one(
related='template_id.company_id', store=True)
company_currency_id = fields.Many2one(
related='template_id.company_id.currency_id',
string='Company Currency', store=True)
note = fields.Char()
type = fields.Selection([
('computed', 'Computed'),
('input', 'User input'),
], string='Type', required=True, default='input')
python_code = fields.Text('Python Code')
move_line_type = fields.Selection(
[('cr', 'Credit'), ('dr', 'Debit')], required=True, string='Direction')
_sql_constraints = [ _sql_constraints = [(
('sequence_template_uniq', 'unique (template_id,sequence)', 'sequence_template_uniq',
'The sequence of the line must be unique per template !') 'unique(template_id, sequence)',
] 'The sequence of the line must be unique per template!'
)]
@api.constrains('type', 'python_code')
def check_python_code(self):
for line in self:
if line.type == 'computed' and not line.python_code:
raise ValidationError(_(
"Python Code must be set for computed line with "
"sequence %d.") % line.sequence)

1
account_move_template/readme/CONTRIBUTORS.rst
View File

@ -5,6 +5,7 @@ Authors
* Lorenzo Battistini <lorenzo.battistini@agilebg.com> * Lorenzo Battistini <lorenzo.battistini@agilebg.com>
* Paolo Chiara <p.chiara@isa.it> * Paolo Chiara <p.chiara@isa.it>
* Franco Tampieri <franco.tampieri@agilebg.com> * Franco Tampieri <franco.tampieri@agilebg.com>
* Alexis de Lattre <alexis.delattre@akretion.com> (full re-write for v12)
Contributors Contributors
------------ ------------

2
account_move_template/readme/USAGE.rst
View File

@ -1,7 +1,7 @@
To create new templates: To create new templates:
#. Make sure that you have flagged *Show Full Accounting Features* in your #. Make sure that you have flagged *Show Full Accounting Features* in your
user, and that the user has belongs to the *Billing Manager* group. user, and that the user belongs to the *Billing Manager* group.
#. Go to *Invoicing / Configuration / Accounting / Journal Templates* and #. Go to *Invoicing / Configuration / Accounting / Journal Templates* and
define there your template. You can choose to complete a line using a 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. defined formula, based on other lines, or by requiring the user input.

5
account_move_template/security/account_move_template_security.xml
View File

@ -2,10 +2,9 @@
<odoo noupdate="1"> <odoo noupdate="1">
<record id="account_move_template_comp_rule" model="ir.rule"> <record id="account_move_template_comp_rule" model="ir.rule">
<field name="name">Move Template multi company rule</field> <field name="name">Move Template multi-company rule</field>
<field name="model_id" ref="model_account_move_template"/> <field name="model_id" ref="model_account_move_template"/>
<field name="global" eval="True"/> <field name="domain_force">['|', ('company_id', '=', False), ('company_id', 'child_of', [user.company_id.id])]</field>
<field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
</record> </record>
</odoo> </odoo>

12
account_move_template/security/ir.model.access.csv
View File

@ -1,9 +1,3 @@
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink" id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
"access_account_document_template_user","account_document_template_user","model_account_document_template","account.group_account_user","1","1","1","1" access_account_move_template_user,Full access on account.move.template to accountant grp,model_account_move_template,account.group_account_user,1,1,1,1
"access_account_document_template_manager","account_document_template_manager","model_account_document_template","account.group_account_manager","1","1","1","1" access_account_move_template_line_user,Full access on account.move.template.line to accountant grp,model_account_move_template_line,account.group_account_user,1,1,1,1
"access_account_document_template_line_user","account_document_template_line_user","model_account_document_template_line","account.group_account_user","1","1","1","1"
"access_account_document_template_line_manager","account_document_template_line_manager","model_account_document_template_line","account.group_account_manager","1","1","1","1"
"access_account_move_template_user","account_move_template_user","model_account_move_template","account.group_account_user","1","1","1","1"
"access_account_move_template_manager","account_move_template_manager","model_account_move_template","account.group_account_manager","1","1","1","1"
"access_account_move_template_line_user","account_move_template_line_user","model_account_move_template_line","account.group_account_user","1","1","1","1"
"access_account_move_template_line_manager","account_move_template_line_manager","model_account_move_template_line","account.group_account_manager","1","1","1","1"

1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_account_document_template_user access_account_move_template_user account_document_template_user Full access on account.move.template to accountant grp model_account_document_template model_account_move_template account.group_account_user 1 1 1 1
3 access_account_document_template_manager access_account_move_template_line_user account_document_template_manager Full access on account.move.template.line to accountant grp model_account_document_template model_account_move_template_line account.group_account_manager account.group_account_user 1 1 1 1
access_account_document_template_line_user account_document_template_line_user model_account_document_template_line account.group_account_user 1 1 1 1
access_account_document_template_line_manager account_document_template_line_manager model_account_document_template_line account.group_account_manager 1 1 1 1
access_account_move_template_user account_move_template_user model_account_move_template account.group_account_user 1 1 1 1
access_account_move_template_manager account_move_template_manager model_account_move_template account.group_account_manager 1 1 1 1
access_account_move_template_line_user account_move_template_line_user model_account_move_template_line account.group_account_user 1 1 1 1
access_account_move_template_line_manager account_move_template_line_manager model_account_move_template_line account.group_account_manager 1 1 1 1

5
account_move_template/tests/__init__.py
View File

@ -1,2 +1,3 @@
# Needs to be re-written because wizard.multi.charts.accounts
from . import test_account_move_template # doesn't exist any more on v12
# from . import test_account_move_template

2
account_move_template/tests/test_account_move_template.py
View File

@ -1,4 +1,4 @@
# Copyright 2018 Eficent Business and IT Consulting Services, S.L. # Copyright 2018-2019 Eficent Business and IT Consulting Services, S.L.
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
import logging import logging
from psycopg2 import IntegrityError from psycopg2 import IntegrityError

100
account_move_template/view/move_template.xml → account_move_template/view/account_move_template.xml
View File

@ -1,28 +1,28 @@
<?xml version="1.0" encoding="utf-8"?> <?xml version="1.0" encoding="utf-8"?>
<odoo> <odoo>
<record id="view_move_template_line_tree" model="ir.ui.view"> <record id="account_move_template_line_tree" model="ir.ui.view">
<field name="name">account.move.template.line.tree</field> <field name="name">account.move.template.line.tree</field>
<field name="model">account.move.template.line</field> <field name="model">account.move.template.line</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<tree> <tree>
<field name="sequence"/> <field name="sequence"/>
<field name="name"/> <field name="account_id" domain="[('company_id', '=', company_id)]"/>
<field name="journal_id" domain="[('company_id','=',company_id)]"/>
<field name="account_id" domain="[('company_id','=',company_id)]"/>
<field name="partner_id"/> <field name="partner_id"/>
<field name="analytic_account_id" domain="[('company_id','=',company_id)]" groups="analytic.group_analytic_accounting"/> <field name="name"/>
<field name="analytic_account_id" groups="analytic.group_analytic_accounting"/>
<field name="analytic_tag_ids" widget="many2many_tags" groups="analytic.group_analytic_accounting"/> <field name="analytic_tag_ids" widget="many2many_tags" groups="analytic.group_analytic_accounting"/>
<field name="tax_line_id"/>
<field name="tax_ids" widget="many2many_tags"/>
<field name="type"/>
<field name="python_code"/>
<field name="move_line_type"/> <field name="move_line_type"/>
<field name="type"/>
<field name="note"/>
<field name="tax_line_id" invisible="1"/>
<field name="tax_ids" widget="many2many_tags" options="{'no_create': True}"/>
<field name="company_id" invisible="1"/> <field name="company_id" invisible="1"/>
<field name="company_currency_id" invisible="1"/>
</tree> </tree>
</field> </field>
</record> </record>
<record id="view_move_template_line_form" model="ir.ui.view"> <record id="account_move_template_line_form" model="ir.ui.view">
<field name="name">account.move.template.line.form</field> <field name="name">account.move.template.line.form</field>
<field name="model">account.move.template.line</field> <field name="model">account.move.template.line</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
@ -30,46 +30,52 @@
<sheet> <sheet>
<group> <group>
<group> <group>
<field name="name"/>
<field name="sequence"/> <field name="sequence"/>
<field name="journal_id" domain="[('company_id','=',company_id)]"/> <field name="name"/>
<field name="account_id" domain="[('company_id','=',company_id)]"/> <field name="account_id" domain="[('company_id', '=', company_id)]"/>
<field name="partner_id"/> <field name="partner_id"/>
<field name="company_id" invisible="1"/> <field name="company_id" invisible="1"/>
</group> </group>
<group groups="analytic.group_analytic_accounting" string="Analytic"> <group groups="analytic.group_analytic_accounting" string="Analytic">
<field name="analytic_account_id" domain="[('company_id','=',company_id)]"/> <field name="analytic_account_id" domain="[('company_id','=',company_id)]"/>
<field name="analytic_tag_ids" widget="many2many_tags"/> <field name="analytic_tag_ids" widget="many2many_tags"/>
</group> </group>
<group> <group>
<field name="type"/>
<field name="move_line_type"/> <field name="move_line_type"/>
<field name="type"/>
<field name="note"/>
</group> </group>
<group string="Taxes"> <group string="Taxes">
<field name="tax_line_id"/> <field name="tax_line_id"/>
<field name="tax_ids" widget="many2many_tags"/> <field name="tax_ids" widget="many2many_tags"/>
</group> </group>
</group> </group>
<label for="python_code" string="Python Code" <group name="python_code" attrs="{'invisible': [('type', '!=', 'computed')]}" col="1" string="Compute Formula">
attrs="{'invisible': [('type', '!=', 'computed')]}" nolabel="1"/> <div class="oe_account_help">
<field name="python_code" colspan="4" attrs="{'readonly': [('type', '!=', 'computed')]}" nolabel="1"/> <p>You can refer to other lines using their sequence number e.g. <i>L1</i> for line with sequence = 1. Examples:</p>
<div class="oe_account_help">You can refer to other lines using their <ul>
sequence number (e.g. 'L(1)' for first line). <li>L1 * 0.2</li>
Examples of code: 'L(1) * 0.2'; 'L(2) - L(1)'; 'L(1) <li>L2 - L1</li>
+ L(2) + L(3)'; '1250'</div> <li>L1 + L2 + L3</li>
<li>1250</li>
</ul>
</div>
<field name="python_code" nolabel="1" attrs="{'required': [('type', '=', 'computed')]}"/>
</group>
</sheet> </sheet>
</form> </form>
</field> </field>
</record> </record>
<record id="view_move_template_form" model="ir.ui.view"> <record id="account_move_template_form" model="ir.ui.view">
<field name="name">account.move.template.form</field> <field name="name">account.move.template.form</field>
<field name="model">account.move.template</field> <field name="model">account.move.template</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<form string="Journal Entry Template"> <form string="Journal Entry Template">
<header> <header>
<button string="Test template" <button string="Generate Journal Entry"
name="action_run_template" name="generate_journal_entry"
class="btn-primary" class="btn-primary"
type="object"/> type="object"/>
</header> </header>
@ -78,58 +84,58 @@
<label for="name" class="oe_edit_only"/> <label for="name" class="oe_edit_only"/>
<h1><field name="name"/></h1> <h1><field name="name"/></h1>
</div> </div>
<group> <group name="main">
<field name="company_id" widget='selection' groups="base.group_multi_company"/> <group name="main-left">
<field name="journal_id" widget='selection'/> <field name="company_id" widget="selection" groups="base.group_multi_company"/>
<field name="journal_id" options="{'no_open': True, 'no_create': True}"/>
</group>
<group name="main-right">
<field name="ref"/>
</group>
</group>
<group name="lines">
<field name="line_ids" nolabel="1" context="{'default_company_id': company_id}"/>
</group> </group>
<field nolabel="1" name="template_line_ids" context="{'default_company_id' : company_id}"/>
</sheet> </sheet>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers"/>
<!--<field name="activity_ids"
widget="mail_activity"/> TODO: uncomment on saas-15-->
<field name="message_ids" widget="mail_thread"/>
</div>
</form> </form>
</field> </field>
</record> </record>
<record id="view_move_template_tree" model="ir.ui.view"> <record id="account_move_template_tree" model="ir.ui.view">
<field name="name">account.move.template.tree</field> <field name="name">account.move.template.tree</field>
<field name="model">account.move.template</field> <field name="model">account.move.template</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<tree> <tree>
<field name="name"/> <field name="name"/>
<field name="journal_id"/>
<field name="company_id" groups="base.group_multi_company"/> <field name="company_id" groups="base.group_multi_company"/>
</tree> </tree>
</field> </field>
</record> </record>
<record id="view_move_template_search" model="ir.ui.view"> <record id="account_move_template_search" model="ir.ui.view">
<field name="name">account.move.template.search</field> <field name="name">account.move.template.search</field>
<field name="model">account.move.template</field> <field name="model">account.move.template</field>
<field name="arch" type="xml"> <field name="arch" type="xml">
<search string="Journal Entry Template"> <search string="Journal Entry Template">
<group> <field name="name"/>
<separator orientation="vertical"/> <group name="groupby">
<field name="name"/> <filter name="journal_groupby" string="Journal" context="{'group_by': 'journal_id'}"/>
<field name="company_id" widget="selection" groups="base.group_multi_company"/>
</group> </group>
</search> </search>
</field> </field>
</record> </record>
<record id="action_move_template_form" model="ir.actions.act_window"> <record id="account_move_template_action" model="ir.actions.act_window">
<field name="name">Journal Entry 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_mode">tree,form</field> <field name="view_mode">tree,form</field>
<field name="search_view_id" ref="view_move_template_search"/>
</record> </record>
<menuitem <menuitem
action="action_move_template_form" id="account_move_template_menu"
id="menu_action_move_template_form" sequence="300" action="account_move_template_action"
parent="account.account_account_menu" parent="account.account_account_menu"
groups="account.group_account_manager"/> sequence="300"/>
</odoo> </odoo>

2
account_move_template/wizard/__init__.py
View File

@ -1 +1 @@
from . import select_template from . import account_move_template_run

166
account_move_template/wizard/account_move_template_run.py Normal file
View File

@ -0,0 +1,166 @@
# Copyright 2015-2019 See manifest
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
from odoo import fields, models, _
from odoo.exceptions import UserError
from odoo.tools import float_is_zero
class AccountMoveTemplateRun(models.TransientModel):
_name = "account.move.template.run"
_description = "Wizard to generate move from template"
template_id = fields.Many2one('account.move.template', required=True)
company_id = fields.Many2one(
'res.company', required=True, readonly=True,
default=lambda self: self.env['res.company']._company_default_get())
partner_id = fields.Many2one(
'res.partner', 'Override Partner',
domain=['|', ('parent_id', '=', False), ('is_company', '=', True)])
date = fields.Date(required=True, default=fields.Date.context_today)
journal_id = fields.Many2one(
'account.journal', string='Journal', readonly=True)
ref = fields.Char(string='Reference')
line_ids = fields.One2many(
'account.move.template.line.run', 'wizard_id', string="Lines")
state = fields.Selection([
('select_template', 'Select Template'),
('set_lines', 'Set Lines'),
], readonly=True, default='select_template')
def _prepare_wizard_line(self, line):
vals = {
'wizard_id': self.id,
'sequence': line.sequence,
'name': line.name,
'amount': 0.0,
'account_id': line.account_id.id,
'partner_id': line.partner_id.id or False,
'move_line_type': line.move_line_type,
'tax_ids': [(6, 0, line.tax_ids.ids)],
'tax_line_id': line.tax_line_id.id,
'analytic_account_id': line.analytic_account_id.id,
'analytic_tag_ids': [(6, 0, line.analytic_tag_ids.ids)],
'note': line.note,
}
return vals
# STEP 1
def load_lines(self):
self.ensure_one()
amtlro = self.env['account.move.template.line.run']
if self.company_id != self.template_id.company_id:
raise UserError(_(
"The selected template (%s) is not in the same company (%s) "
"as the current user (%s).") % (
self.template_id.name,
self.template_id.company_id.display_name,
self.company_id.display_name))
lines = self.template_id.line_ids
for line in lines.filtered(lambda l: l.type == 'input'):
vals = self._prepare_wizard_line(line)
amtlro.create(vals)
self.write({
'journal_id': self.template_id.journal_id.id,
'state': 'set_lines',
})
if not self.line_ids:
return self.generate_move()
action = self.env.ref(
'account_move_template.account_move_template_run_action')
result = action.read()[0]
result.update({
'res_id': self.id,
'context': self.env.context,
})
return result
# STEP 2
def generate_move(self):
self.ensure_one()
sequence2amount = {}
for wizard_line in self.line_ids:
sequence2amount[wizard_line.sequence] = wizard_line.amount
prec = self.company_id.currency_id.rounding
if all([
float_is_zero(x, precision_rounding=prec)
for x in sequence2amount.values()]):
raise UserError(_("Debit and credit of all lines are null."))
self.template_id.compute_lines(sequence2amount)
move_vals = self._prepare_move()
for line in self.template_id.line_ids:
amount = sequence2amount[line.sequence]
if not float_is_zero(amount, precision_rounding=prec):
move_vals['line_ids'].append(
(0, 0, self._prepare_move_line(line, amount)))
move = self.env['account.move'].create(move_vals)
action = self.env.ref('account.action_move_journal_line')
result = action.read()[0]
result.update({
'name': _('Entry from template %s') % self.template_id.name,
'res_id': move.id,
'views': False,
'view_id': False,
'view_mode': 'form,tree,kanban',
'context': self.env.context,
})
return result
def _prepare_move(self):
move_vals = {
'ref': self.ref,
'journal_id': self.journal_id.id,
'date': self.date,
'company_id': self.company_id.id,
'line_ids': [],
}
return move_vals
def _prepare_move_line(self, line, amount):
debit = line.move_line_type == 'dr'
values = {
'name': line.name,
'analytic_account_id': line.analytic_account_id.id,
'account_id': line.account_id.id,
'credit': not debit and amount or 0.0,
'debit': debit and amount or 0.0,
'partner_id': self.partner_id.id or line.partner_id.id,
'tax_line_id': line.tax_line_id.id,
}
if line.analytic_tag_ids:
values['analytic_tag_ids'] = [(6, 0, line.analytic_tag_ids.ids)]
if line.tax_ids:
values['tax_ids'] = [(6, 0, line.tax_ids.ids)]
return values
class AccountMoveTemplateLineRun(models.TransientModel):
_name = "account.move.template.line.run"
_description = 'Wizard Lines to generate move from template'
wizard_id = fields.Many2one(
'account.move.template.run', ondelete='cascade')
company_id = fields.Many2one(
related='wizard_id.company_id')
company_currency_id = fields.Many2one(
related='wizard_id.company_id.currency_id', string='Company Currency')
sequence = fields.Integer('Sequence', required=True)
name = fields.Char('Name')
account_id = fields.Many2one(
'account.account', required=True, readonly=True)
analytic_account_id = fields.Many2one(
'account.analytic.account', readonly=True)
analytic_tag_ids = fields.Many2many(
'account.analytic.tag', string='Analytic Tags', readonly=True)
tax_ids = fields.Many2many('account.tax', string='Taxes', readonly=True)
tax_line_id = fields.Many2one(
'account.tax', string='Originator Tax',
ondelete='restrict', readonly=True)
partner_id = fields.Many2one(
'res.partner', readonly=True, string='Partner')
move_line_type = fields.Selection(
[('cr', 'Credit'), ('dr', 'Debit')],
required=True, readonly=True, string='Direction')
amount = fields.Monetary(
'Amount', required=True, currency_field='company_currency_id')
note = fields.Char(readonly=True)

57
account_move_template/wizard/account_move_template_run_view.xml Normal file
View File

@ -0,0 +1,57 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="account_move_template_run_form" model="ir.ui.view">
<field name="model">account.move.template.run</field>
<field name="arch" type="xml">
<form string="Journal Entry Template" >
<group name="main">
<field name="state" invisible="1"/>
<field name="template_id" widget="selection"
domain="[('company_id', '=', company_id)]"
attrs="{'readonly': [('state', '=', 'set_lines')]}" />
<field name="company_id" groups="base.group_multi_company"/>
<field name="date" states="set_lines"/>
<field name="journal_id" states="set_lines"/>
<field name="ref" states="set_lines"/>
<field name="partner_id" states="set_lines"/>
</group>
<group name="lines" states="set_lines">
<field name="line_ids" nolabel="1">
<tree editable="bottom">
<field name="sequence" invisible="1"/>
<field name="name"/>
<field name="account_id" domain="[('company_id','=',company_id)]"/>
<field name="partner_id"/>
<field name="analytic_account_id" domain="[('company_id','=',company_id)]" groups="analytic.group_analytic_accounting"/>
<field name="analytic_tag_ids" widget="many2many_tags" groups="analytic.group_analytic_accounting"/>
<field name="tax_line_id" attrs="{'invisible': [('tax_line_id','=',False)]}"/>
<field name="tax_ids" widget="many2many_tags" attrs="{'invisible': [('tax_ids','=',[])]}"/>
<field name="move_line_type" />
<field name="amount" />
<field name="note"/>
<field name="company_id" invisible="1"/>
<field name="company_currency_id" invisible="1"/>
</tree>
</field>
</group>
<footer>
<button name="load_lines" class="btn-primary" string="Next" type="object" states="select_template" />
<button name="generate_move" class="btn-primary" string="Create Journal Entry" type="object" states="set_lines" />
<button special="cancel" string="Cancel" class="btn-default"/>
</footer>
</form>
</field>
</record>
<record id="account_move_template_run_action" model="ir.actions.act_window">
<field name="name">Create Entry from Template</field>
<field name="res_model">account.move.template.run</field>
<field name="view_mode">form</field>
<field name="target">new</field>
</record>
<menuitem id="account_move_template_run_menu"
parent="account.menu_finance_entries_accounting_entries"
action="account_move_template_run_action"
sequence="10"/>
</odoo>

142
account_move_template/wizard/select_template.py
View File

@ -1,142 +0,0 @@
# Copyright 2015-2017 See manifest
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
from odoo import models, fields, api, _
class WizardSelectMoveTemplate(models.TransientModel):
_name = "wizard.select.move.template"
template_id = fields.Many2one('account.move.template', required=True)
company_id = fields.Many2one(
'res.company', required=True,
default=lambda self: self.env.user.company_id)
partner_id = fields.Many2one('res.partner', 'Partner')
date = fields.Date(required=True, default=fields.Date.context_today)
line_ids = fields.One2many(
'wizard.select.move.template.line', 'template_id')
state = fields.Selection(
[('template_selected', 'Template selected')])
@api.onchange('template_id', 'company_id')
def onchange_company_id(self):
template_domain = [('company_id', '=', self.company_id.id)]
return {'domain': {'template_id': template_domain}}
@api.multi
def load_lines(self):
self.ensure_one()
lines = self.template_id.template_line_ids
for line in lines.filtered(lambda l: l.type == 'input'):
self.env['wizard.select.move.template.line'].create({
'template_id': self.id,
'sequence': line.sequence,
'name': line.name,
'amount': 0.0,
'account_id': line.account_id.id,
'partner_id': line.partner_id.id or self.partner_id.id,
'move_line_type': line.move_line_type,
'tax_ids': [(6, 0, line.tax_ids.ids)],
'tax_line_id': line.tax_line_id.id,
'analytic_account_id': line.analytic_account_id.id,
'analytic_tag_ids': [(6, 0, line.analytic_tag_ids.ids)],
})
if not self.line_ids:
return self.load_template()
self.state = 'template_selected'
view_rec = self.env.ref('account_move_template.wizard_select_template')
action = self.env.ref(
'account_move_template.action_wizard_select_template_by_move')
result = action.read()[0]
result['res_id'] = self.id
result['view_id'] = [view_rec.id]
result['context'] = self.env.context
return result
@api.multi
def load_template(self):
self.ensure_one()
input_lines = {}
for template_line in self.line_ids:
input_lines[template_line.sequence] = template_line.amount
amounts = self.template_id.compute_lines(input_lines)
name = self.template_id.name
partner = self.partner_id.id
moves = self.env['account.move']
for journal in self.template_id.template_line_ids.mapped('journal_id'):
lines = []
move = self._create_move(name, journal.id)
moves = moves + move
for line in self.template_id.template_line_ids.filtered(
lambda l, j=journal: l.journal_id == j):
lines.append((0, 0,
self._prepare_line(line, amounts, partner)))
move.write({'line_ids': lines})
action = self.env.ref('account.action_move_journal_line')
result = action.read()[0]
result['domain'] = [('id', 'in', moves.ids)]
result['name'] = _('Entries from template: %s') % name
result['context'] = self.env.context
return result
@api.model
def _create_move(self, ref, journal_id):
return self.env['account.move'].create({
'ref': ref,
'journal_id': journal_id,
'date': self.date,
})
@api.model
def _prepare_line(self, line, amounts, partner_id):
debit = line.move_line_type == 'dr'
values = {
'name': line.name,
'journal_id': line.journal_id.id,
'analytic_account_id': line.analytic_account_id.id,
'account_id': line.account_id.id,
'credit': not debit and amounts[line.sequence] or 0.0,
'debit': debit and amounts[line.sequence] or 0.0,
'partner_id': line.partner_id.id or partner_id,
'tax_line_id': line.tax_line_id.id,
}
if line.analytic_tag_ids:
values['analytic_tag_ids'] = [(6, 0, line.analytic_tag_ids.ids)]
if line.tax_ids:
values['tax_ids'] = [(6, 0, line.tax_ids.ids)]
return values
class WizardSelectMoveTemplateLine(models.TransientModel):
_description = 'Template Lines'
_name = "wizard.select.move.template.line"
template_id = fields.Many2one(
'wizard.select.move.template')
company_id = fields.Many2one('res.company',
related='template_id.company_id',
readonly=True)
sequence = fields.Integer('Sequence', required=True,
)
name = fields.Char('Name', required=True, readonly=True,
)
account_id = fields.Many2one(
'account.account', required=True, readonly=True)
analytic_account_id = fields.Many2one(
'account.analytic.account',
ondelete="cascade", readonly=True,
)
analytic_tag_ids = fields.Many2many('account.analytic.tag',
string='Analytic tags',
readonly=True,)
tax_ids = fields.Many2many('account.tax', string='Taxes', readonly=True)
tax_line_id = fields.Many2one('account.tax', string='Originator tax',
ondelete='restrict', readonly=True)
partner_id = fields.Many2one('res.partner', readonly=True,
string='Partner')
move_line_type = fields.Selection([('cr', 'Credit'), ('dr', 'Debit')],
required=True, readonly=True,
string='Journal Item Type',
)
amount = fields.Float('Amount', required=True,
)

94
account_move_template/wizard/select_template.xml
View File

@ -1,94 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="wizard_select_template" model="ir.ui.view">
<field name="name">Select Journal Entry Template</field>
<field name="model">wizard.select.move.template</field>
<field name="arch" type="xml">
<form string="Journal Entry Template" >
<field name="state" invisible="1"/>
<group>
<group>
<field name="template_id" widget="selection"
attrs="{'invisible':[('state','=','template_selected')]}"
domain="[('company_id','=',company_id)]"/>
</group>
<group>
<field name="company_id" widget="selection" groups="base.group_multi_company"/>
<field name="partner_id" attrs="{'invisible':[('state','=','template_selected')]}"/>
</group>
</group>
<separator
string="Modify the lines before create them or edit them after creation."
attrs="{'invisible':[('state','!=','template_selected')]}"/>
<field name="line_ids" nolabel="1" attrs="{'invisible':[('state','!=','template_selected')]}"/>
<footer>
<button name="load_template" class="btn-primary" string="Load" type="object" colspan="1" attrs="{'invisible':[('state','!=','template_selected')]}" />
<button name="load_lines" class="btn-primary" string="Next" type="object" attrs="{'invisible':[('state','=','template_selected')]}" />
<button special="cancel" string="Cancel" class="btn-default"/>
</footer>
</form>
</field>
</record>
<record id="wizard_select_template_line" model="ir.ui.view">
<field name="name">Select Journal Entry Template Line</field>
<field name="model">wizard.select.move.template.line</field>
<field name="arch" type="xml">
<form string="Journal Entry Template Line">
<group>
<field name="sequence" invisible="1"/>
<field name="name"/>
<field name="account_id" domain="[('company_id','=',company_id)]"/>
<field name="partner_id"/>
<field name="analytic_account_id" domain="[('company_id','=',company_id)]" groups="analytic.group_analytic_accounting"/>
<field name="analytic_tag_ids" widget="many2many_tags" groups="analytic.group_analytic_accounting"/>
<field name="tax_line_id" attrs="{'invisible': [('tax_line_id','=',False)]}"/>
<field name="tax_ids" widget="many2many_tags" attrs="{'invisible': [('tax_ids','=',[])]}"/>
<field name="move_line_type"/>
<field name="amount"/>
<field name="company_id" invisible="1"/>
</group>
</form>
</field>
</record>
<record id="wizard_select_template_line_tree" model="ir.ui.view">
<field name="name">Select Journal Entry Template Line</field>
<field name="model">wizard.select.move.template.line</field>
<field name="arch" type="xml">
<tree editable="bottom">
<field name="sequence" invisible="1"/>
<field name="name"/>
<field name="account_id" domain="[('company_id','=',company_id)]"/>
<field name="partner_id"/>
<field name="analytic_account_id" domain="[('company_id','=',company_id)]" groups="analytic.group_analytic_accounting"/>
<field name="analytic_tag_ids" widget="many2many_tags" groups="analytic.group_analytic_accounting"/>
<field name="tax_line_id" attrs="{'invisible': [('tax_line_id','=',False)]}"/>
<field name="tax_ids" widget="many2many_tags" attrs="{'invisible': [('tax_ids','=',[])]}"/>
<field name="move_line_type" />
<field name="amount" />
<field name="company_id" invisible="1"/>
</tree>
</field>
</record>
<record id="action_wizard_select_template" model="ir.actions.act_window">
<field name="name">Select Journal Entry Template</field>
<field name="res_model">wizard.select.move.template</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="wizard_select_template"/>
<field name="target">new</field>
</record>
<act_window name="Create Journal Entry from Template"
res_model="wizard.select.move.template"
src_model="account.move"
view_mode="form"
target="new"
key2="client_action_multi"
id="action_wizard_select_template_by_move"
view_id="wizard_select_template"/>
<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>