[16.0][MIG] account_move_template: Migration to 16.0
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Abraham Anes
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@ -2,10 +2,13 @@
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Account Move Template
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=====================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:20cc4f7ed2bc199b6b560d11a525972060b3a3c13d37bc666eefdd711683e412
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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@ -14,14 +17,14 @@ Account Move Template
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
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:target: https://github.com/OCA/account-financial-tools/tree/15.0/account_move_template
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:target: https://github.com/OCA/account-financial-tools/tree/16.0/account_move_template
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:alt: OCA/account-financial-tools
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-financial-tools-15-0/account-financial-tools-15-0-account_move_template
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:target: https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_move_template
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/92/15.0
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:alt: Try me on Runbot
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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@ -82,8 +85,8 @@ Bug Tracker
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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
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||||
`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_template%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_template%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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@ -128,6 +131,7 @@ Module Contributors
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* `Ecosoft <http://ecosoft.co.th>`_:
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* Kitti U. <kittiu@ecosoft.co.th> (Add context overwrite)
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* Abraham Anes <abrahamanes@gmail.com>
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Maintainers
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~~~~~~~~~~~
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@ -142,6 +146,6 @@ 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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This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/15.0/account_move_template>`_ project on GitHub.
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This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_move_template>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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@ -5,7 +5,7 @@
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{
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"name": "Account Move Template",
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"version": "15.0.1.0.0",
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"version": "16.0.1.0.0",
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"category": "Accounting",
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"summary": "Templates for recurring Journal Entries",
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"author": "Agile Business Group, Aurium Technologies, Vauxoo, ForgeFlow, "
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@ -123,10 +123,7 @@ class AccountMoveTemplateLine(models.Model):
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string="Partner",
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domain=["|", ("parent_id", "=", False), ("is_company", "=", True)],
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)
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analytic_account_id = fields.Many2one(
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"account.analytic.account", string="Analytic Account"
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)
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analytic_tag_ids = fields.Many2many("account.analytic.tag", string="Analytic Tags")
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analytic_distribution = fields.Json(string="New Analytic Distribution")
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tax_ids = fields.Many2many("account.tax", string="Taxes")
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tax_line_id = fields.Many2one(
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"account.tax", string="Originator Tax", ondelete="restrict"
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@ -24,3 +24,4 @@ Module Contributors
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* `Ecosoft <http://ecosoft.co.th>`_:
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* Kitti U. <kittiu@ecosoft.co.th> (Add context overwrite)
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* Abraham Anes <abrahamanes@gmail.com>
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@ -3,7 +3,7 @@
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<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
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<meta name="generator" content="Docutils: http://docutils.sourceforge.net/" />
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<title>Account Move Template</title>
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<style type="text/css">
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@ -366,8 +366,10 @@ ul.auto-toc {
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:20cc4f7ed2bc199b6b560d11a525972060b3a3c13d37bc666eefdd711683e412
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/15.0/account_move_template"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-tools-15-0/account-financial-tools-15-0-account_move_template"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/92/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
|
||||
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/16.0/account_move_template"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_move_template"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>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.</p>
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@ -435,8 +437,8 @@ defined formula, based on other lines, or by requiring user input.</li>
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<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us smashing it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_template%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_template%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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@ -481,6 +483,7 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
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<li>Kitti U. <<a class="reference external" href="mailto:kittiu@ecosoft.co.th">kittiu@ecosoft.co.th</a>> (Add context overwrite)</li>
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</ul>
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</li>
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<li>Abraham Anes <<a class="reference external" href="mailto:abrahamanes@gmail.com">abrahamanes@gmail.com</a>></li>
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</ul>
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</div>
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</div>
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@ -491,7 +494,7 @@ If you spotted it first, help us smashing it by providing a detailed and welcome
|
||||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||||
mission is to support the collaborative development of Odoo features and
|
||||
promote its widespread use.</p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/15.0/account_move_template">OCA/account-financial-tools</a> project on GitHub.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/16.0/account_move_template">OCA/account-financial-tools</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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</div>
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</div>
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@ -76,12 +76,10 @@ class TestAccountMoveTemplate(TransactionCase):
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)
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)
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self.user_type = self.env.ref("account.data_account_type_liquidity")
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self.chart = self.env["account.chart.template"].search([], limit=1)
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self._chart_of_accounts_create(self.company, self.chart)
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account_template = self.env["account.account.template"].create(
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{"name": "Test 1", "code": "Code_test", "user_type_id": self.user_type.id}
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{"name": "Test 1", "code": "Code_test", "account_type": "asset_cash"}
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)
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self.env["ir.model.data"].create(
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{
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@ -126,15 +124,12 @@ class TestAccountMoveTemplate(TransactionCase):
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self.partner2 = self.env["res.partner"].create(
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{"name": "Test partner 2", "company_id": False}
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)
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self.account_type = self.env["account.account.type"].create(
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{"name": "Test Tax Account Type"}
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)
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self.tax_account_id = self.env["account.account"].create(
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{
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"name": "tax account",
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"code": "TAX",
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"user_type_id": self.account_type.id,
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"account_type": "income_other",
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"company_id": self.company.id,
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}
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)
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@ -6,51 +6,52 @@ from odoo.tests.common import Form, TransactionCase
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class TestAccountMoveTemplateEnhanced(TransactionCase):
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def setUp(self):
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super(TestAccountMoveTemplateEnhanced, self).setUp()
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self.Move = self.env["account.move"]
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self.Journal = self.env["account.journal"]
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self.Account = self.env["account.account"]
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self.Template = self.env["account.move.template"]
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self.Partner = self.env["res.partner"]
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@classmethod
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def setUpClass(cls):
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super().setUpClass()
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cls.Move = cls.env["account.move"]
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cls.Journal = cls.env["account.journal"]
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cls.Account = cls.env["account.account"]
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cls.Template = cls.env["account.move.template"]
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cls.Partner = cls.env["res.partner"]
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self.journal = self.Journal.search([("type", "=", "general")], limit=1)
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self.ar_account_id = self.Account.search(
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[("user_type_id.type", "=", "receivable")], limit=1
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cls.journal = cls.Journal.search([("type", "=", "general")], limit=1)
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cls.ar_account_id = cls.Account.search(
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[("account_type", "=", "asset_receivable")], limit=1
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)
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self.ap_account_id = self.Account.search(
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[("user_type_id.type", "=", "payable")], limit=1
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cls.ap_account_id = cls.Account.search(
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[("account_type", "=", "liability_payable")], limit=1
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)
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self.income_account_id = self.Account.search(
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cls.income_account_id = cls.Account.search(
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[
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("user_type_id.type", "=", "other"),
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("user_type_id.internal_group", "=", "income"),
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("account_type", "=", "income_other"),
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("internal_group", "=", "income"),
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],
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limit=1,
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)
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self.expense_account_id = self.Account.search(
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cls.expense_account_id = cls.Account.search(
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[
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("user_type_id.type", "=", "other"),
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("user_type_id.internal_group", "=", "expense"),
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("account_type", "=", "expense"),
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("internal_group", "=", "expense"),
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],
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limit=1,
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)
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self.partners = self.Partner.search([], limit=3)
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cls.partners = cls.Partner.search([], limit=3)
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# Create a simple move tempalte
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ar_line = {
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"sequence": 0,
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"name": "AR Line 1",
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"account_id": self.ar_account_id.id,
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"opt_account_id": self.ap_account_id.id,
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"account_id": cls.ar_account_id.id,
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"opt_account_id": cls.ap_account_id.id,
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"move_line_type": "dr",
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"type": "input",
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}
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income_line1 = {
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"sequence": 1,
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"name": "Income Line 2",
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"account_id": self.income_account_id.id,
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"opt_account_id": self.expense_account_id.id,
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"account_id": cls.income_account_id.id,
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"opt_account_id": cls.expense_account_id.id,
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"move_line_type": "cr",
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"type": "computed",
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"python_code": "L0*1/3",
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@ -58,17 +59,17 @@ class TestAccountMoveTemplateEnhanced(TransactionCase):
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income_line2 = {
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"sequence": 2,
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"name": "Income Line 2",
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"account_id": self.income_account_id.id,
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"opt_account_id": self.expense_account_id.id,
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"account_id": cls.income_account_id.id,
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"opt_account_id": cls.expense_account_id.id,
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"move_line_type": "cr",
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"type": "computed",
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"python_code": "L0*2/3",
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}
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self.move_template = self.Template.create(
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cls.move_template = cls.Template.create(
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{
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"name": "Test Template",
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"journal_id": self.journal.id,
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"journal_id": cls.journal.id,
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"line_ids": [
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Command.create(ar_line),
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Command.create(income_line1),
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@ -14,14 +14,10 @@
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<field name="partner_id" />
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<field name="name" />
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<field
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name="analytic_account_id"
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name="analytic_distribution"
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widget="analytic_distribution"
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groups="analytic.group_analytic_accounting"
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/>
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<field
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name="analytic_tag_ids"
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widget="many2many_tags"
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groups="analytic.group_analytic_tags"
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/>
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<field name="move_line_type" />
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<field name="type" />
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<field name="note" />
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@ -65,13 +61,9 @@
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name="analytic"
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>
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<field
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name="analytic_account_id"
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domain="[('company_id','=',company_id)]"
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/>
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<field
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name="analytic_tag_ids"
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widget="many2many_tags"
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groups="analytic.group_analytic_tags"
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name="analytic_distribution"
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widget="analytic_distribution"
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groups="analytic.group_analytic_accounting"
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/>
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</group>
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<group name="amount" string="Amount">
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@ -128,18 +120,6 @@
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class="btn-primary"
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type="object"
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/>
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<button
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type="object"
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name="toggle_active"
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string="Archive"
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attrs="{'invisible': [('active', '=', False)]}"
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/>
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<button
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type="object"
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name="toggle_active"
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string="Restore"
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attrs="{'invisible': [('active', '=', True)]}"
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/>
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</header>
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<sheet>
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<widget
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@ -157,6 +137,7 @@
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</div>
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<group name="main">
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<group name="main-left">
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<field name="company_id" invisible="1" />
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<field
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name="company_id"
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widget="selection"
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@ -176,6 +157,7 @@
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name="line_ids"
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nolabel="1"
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context="{'default_company_id': company_id}"
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colspan="2"
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/>
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</group>
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</sheet>
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||||
|
||||
@ -52,8 +52,7 @@ Valid dictionary to overwrite template lines:
|
||||
"move_line_type": tmpl_line.move_line_type,
|
||||
"tax_line_id": tmpl_line.tax_line_id.id,
|
||||
"tax_ids": [Command.set(tmpl_line.tax_ids.ids)],
|
||||
"analytic_account_id": tmpl_line.analytic_account_id.id,
|
||||
"analytic_tag_ids": [Command.set(tmpl_line.analytic_tag_ids.ids)],
|
||||
"analytic_distribution": tmpl_line.analytic_distribution,
|
||||
"note": tmpl_line.note,
|
||||
"payment_term_id": tmpl_line.payment_term_id.id or False,
|
||||
"is_refund": tmpl_line.is_refund,
|
||||
@ -220,7 +219,6 @@ Valid dictionary to overwrite template lines:
|
||||
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,
|
||||
@ -228,8 +226,8 @@ Valid dictionary to overwrite template lines:
|
||||
"date_maturity": date_maturity or self.date,
|
||||
"tax_repartition_line_id": line.tax_repartition_line_id.id or False,
|
||||
}
|
||||
if line.analytic_tag_ids:
|
||||
values["analytic_tag_ids"] = [Command.set(line.analytic_tag_ids.ids)]
|
||||
if line.analytic_distribution:
|
||||
values["analytic_distribution"] = line.analytic_distribution
|
||||
if line.tax_ids:
|
||||
values["tax_ids"] = [Command.set(line.tax_ids.ids)]
|
||||
tax_repartition = "refund_tax_id" if line.is_refund else "invoice_tax_id"
|
||||
@ -275,10 +273,7 @@ class AccountMoveTemplateLineRun(models.TransientModel):
|
||||
sequence = fields.Integer(required=True)
|
||||
name = fields.Char(readonly=True)
|
||||
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
|
||||
)
|
||||
analytic_distribution = fields.Json(string="New Analytic Distribution")
|
||||
tax_ids = fields.Many2many("account.tax", string="Taxes", readonly=True)
|
||||
tax_line_id = fields.Many2one(
|
||||
"account.tax", string="Originator Tax", ondelete="restrict", readonly=True
|
||||
|
||||
@ -16,22 +16,9 @@
|
||||
name="overwrite"
|
||||
widget="ace"
|
||||
options="{'mode': 'python'}"
|
||||
invisible="1"
|
||||
/>
|
||||
<!-- Initial invisibility status of the overwrite field:
|
||||
attrs="{'invisible': [('state', '=', 'set_lines')]}"
|
||||
|
||||
The overwrite option is useful when generating
|
||||
the move via code, but I think it's not a good idea to display it to
|
||||
the user. We can't expect users to write a python dict to enter data
|
||||
via the web interface for their daily usage of Odoo. Of course, most
|
||||
users will just leave the field empty and use the module as normal, but
|
||||
it complexifies the interface for everybody, and many users will wonder
|
||||
what they should enter in this "Overwrite" field and wait for help. So
|
||||
let's make that field invisible, and you can un-hide it for specific
|
||||
project where you have an accountant that is good at writing python
|
||||
dicts and finding IDs of partners!
|
||||
-->
|
||||
/>
|
||||
<field name="company_id" invisible="1" />
|
||||
<field name="company_id" groups="base.group_multi_company" />
|
||||
<field name="date" states="set_lines" />
|
||||
<field name="journal_id" states="set_lines" />
|
||||
@ -39,7 +26,7 @@ dicts and finding IDs of partners!
|
||||
<field name="partner_id" states="set_lines" />
|
||||
</group>
|
||||
<group name="lines" states="set_lines">
|
||||
<field name="line_ids" nolabel="1">
|
||||
<field name="line_ids" nolabel="1" colspan="2">
|
||||
<tree editable="bottom">
|
||||
<field name="sequence" invisible="1" />
|
||||
<field name="name" />
|
||||
@ -49,15 +36,10 @@ dicts and finding IDs of partners!
|
||||
/>
|
||||
<field name="partner_id" />
|
||||
<field
|
||||
name="analytic_account_id"
|
||||
domain="[('company_id','=',company_id)]"
|
||||
name="analytic_distribution"
|
||||
widget="analytic_distribution"
|
||||
groups="analytic.group_analytic_accounting"
|
||||
/>
|
||||
<field
|
||||
name="analytic_tag_ids"
|
||||
widget="many2many_tags"
|
||||
groups="analytic.group_analytic_tags"
|
||||
/>
|
||||
<field
|
||||
name="tax_line_id"
|
||||
attrs="{'invisible': [('tax_line_id','=',False)]}"
|
||||
|
||||
Loading…
Reference in New Issue
Block a user