account-financial-tools/account_asset_management/doc/account_asset_migration_script.txt

Upgrade account_asset to account_asset_management
=================================================

1) account_asset_category
-------------------------

SELECT column_name, data_type FROM information_schema.columns
  WHERE table_name = 'account_asset_category'
  AND column_name = 'method_period';

if method_period is type 'integer':

ALTER TABLE account_asset_category
  RENAME method_period TO method_period_old;

ALTER TABLE account_asset_category
  ADD COLUMN method_period character varying;

UPDATE account_asset_category 
    SET method_period = (
    CASE WHEN method_period_old = 1 THEN 'month'
         WHEN method_period_old >= 12 THEN 'year'
         ELSE 'quarter' END);


2) account_asset_asset
----------------------

SELECT column_name FROM information_schema.columns
  WHERE table_name = 'account_asset_asset'
  AND column_name = 'purchase_date';

if purchase_date column:

ALTER TABLE account_asset_asset RENAME purchase_date TO date_start;

SELECT column_name FROM information_schema.columns
  WHERE table_name = 'account_asset_asset'
  AND column_name = 'asset_value';

if not asset_value column:

ALTER TABLE account_asset_asset ADD column asset_value numeric;

if asset_value column:

SELECT asset_value FROM account_asset_asset WHERE asset_value IS NULL;

if results: 

UPDATE account_asset_asset SET asset_value = purchase_value WHERE asset_value IS NULL;

3) DROP VIEW if exists asset_asset_report;

4) account_asset_depreciation_line
----------------------------------

SELECT column_name, data_type FROM information_schema.columns
  WHERE table_name = 'account_asset_depreciation_line'
  AND column_name = 'depreciation_date';

if depreciation_date column:

if column depreciation_date is type 'character varying':

ALTER TABLE account_asset_depreciation_line
  ALTER COLUMN depreciation_date
    TYPE date USING to_date(depreciation_date, 'YYYY-MM-DD');

ALTER TABLE account_asset_depreciation_line
  RENAME depreciation_date TO line_date;

SELECT column_name FROM information_schema.columns
  WHERE table_name = 'account_asset_depreciation_line'
  AND column_name = 'sequence';

if column sequence:

ALTER TABLE account_asset_depreciation_line DROP COLUMN sequence;

SELECT column_name FROM information_schema.columns
  WHERE table_name = 'account_asset_depreciation_line'
  AND column_name = 'type';

if not column type:

ALTER TABLE account_asset_depreciation_line ADD COLUMN type character varying;
ALTER TABLE account_asset_depreciation_line ADD COLUMN previous_id integer;
ALTER TABLE account_asset_depreciation_line ADD COLUMN init_entry boolean;
ALTER TABLE account_asset_depreciation_line ALTER COLUMN remaining_value DROP NOT NULL;

UPDATE account_asset_depreciation_line SET type='depreciate' WHERE type is NULL;


5) initialise previous_id
-------------------------

/*
plpgsql script to upgrade the account_asset_depreciation_line table for the account_asset 2.x version
This script will initialise the previous_id field.
Author : noviat (www.noviat.com)
*/
DO $$
DECLARE
  _max_records INTEGER := 10000;
  _asset_index INTEGER := 1;
  _asset_id INTEGER; 
  _asset_ids INTEGER[];
  _dl_index INTEGER;
  _dl_id INTEGER; 
  _dl_ids INTEGER[];
  _previous_id INTEGER;
BEGIN
  SELECT ARRAY(SELECT id FROM account_asset_asset ORDER BY id ASC) INTO _asset_ids;
  RAISE INFO 'asset_ids = %', _asset_ids;
  IF array_length(_asset_ids, 1) < _max_records THEN
    _max_records = array_length(_asset_ids, 1);
  END IF;
  WHILE _asset_index <= _max_records
    LOOP
      _asset_id = _asset_ids[_asset_index];
      SELECT ARRAY(SELECT id FROM account_asset_depreciation_line dl WHERE dl.asset_id=_asset_id AND type='depreciate' ORDER BY type, line_date) INTO _dl_ids;
      RAISE INFO 'processing asset_id = %', _asset_id;
      RAISE INFO 'processing dl_ids = %', _dl_ids;
      _dl_index := 1;
      _previous_id := 0;
      WHILE _dl_ids[_dl_index] IS NOT NULL
        LOOP
          _dl_id = _dl_ids[_dl_index];
          IF _previous_id = 0 THEN
            UPDATE account_asset_depreciation_line SET previous_id = NULL WHERE id=_dl_id;
          ELSE
            UPDATE account_asset_depreciation_line SET previous_id = _previous_id WHERE id=_dl_id;
          END IF;
          _dl_index := _dl_index + 1;
          _previous_id = _dl_id;
        END LOOP;
      _asset_index := _asset_index + 1;
    END LOOP; 
END $$
LANGUAGE plpgsql;

6) uninstall/install
--------------------
stop openerp

ALTER TABLE account_asset_asset RENAME TO account_asset_asset_save;
ALTER TABLE account_asset_category RENAME TO account_asset_category_save;
ALTER TABLE account_asset_depreciation_line RENAME TO account_asset_depreciation_line_save;
ALTER TABLE account_asset_history RENAME TO account_asset_history_save;

Start openerp

Uninstall module account_asset

ALTER TABLE account_asset_asset_save RENAME TO account_asset_asset;
ALTER TABLE account_asset_category_save RENAME TO account_asset_category;
ALTER TABLE account_asset_depreciation_line_save RENAME TO account_asset_depreciation_line;
ALTER TABLE account_asset_history_save RENAME TO account_asset_history;

Install account_asset_management

Start openerp

7) add init entries
-------------------

/*
plpgsql script to upgrade the account_asset_depreciation_line table for the account_asset 2.x version
This script will add the init entries when not present.
Author : noviat (www.noviat.com)
*/
DO $$
DECLARE
  _max_records INTEGER := 10000;  
  _asset_index INTEGER := 1;
  _asset_id INTEGER; 
  _asset_ids INTEGER[];
  _asset account_asset_asset%ROWTYPE;
  _dl_ids INTEGER[];
  _previous_id INTEGER;
  _aadl account_asset_depreciation_line%ROWTYPE;
  _init_id INTEGER; 
BEGIN
  SELECT ARRAY(SELECT id FROM account_asset_asset ORDER BY id ASC) INTO _asset_ids;
  RAISE INFO 'asset_ids = %', _asset_ids;
  IF array_length(_asset_ids, 1) < _max_records THEN
    _max_records = array_length(_asset_ids, 1);
  END IF;
  WHILE _asset_index <= _max_records
    LOOP
      _asset_id = _asset_ids[_asset_index];
      SELECT * FROM account_asset_asset WHERE id = _asset_id INTO _asset;
      IF _asset.type = 'normal' THEN
    RAISE INFO 'processing asset_id = %', _asset_id;
    SELECT ARRAY(SELECT id FROM account_asset_depreciation_line dl WHERE dl.asset_id=_asset_id AND type = 'create' ORDER BY type, line_date) INTO _dl_ids;
    IF ARRAY_LENGTH(_dl_ids, 1) IS NULL THEN
          RAISE INFO 'creating init entry for asset_id = %', _asset_id;	
      SELECT * FROM account_asset_depreciation_line dl WHERE dl.asset_id=_asset_id AND type = 'depreciate' ORDER BY type, line_date LIMIT 1 INTO _aadl;
      INSERT INTO account_asset_depreciation_line 
        (create_uid, create_date, 
        asset_id, name, move_check, line_date, 
        amount, init_entry, type)
        VALUES
        (_aadl.create_uid, _aadl.create_date,
        _asset_id, replace(_aadl.name, '/1', '/0'), false, _asset.date_start,
        _asset.asset_value, true, 'create')
        RETURNING id INTO _init_id;
    END IF;
      END IF;
      _asset_index := _asset_index + 1;
    END LOOP; 
END $$
LANGUAGE plpgsql;

8) update account_asset_depreciation_line line_date field
---------------------------------------------------------

/*
plpgsql script to upgrade the account_asset_depreciation_line table for the account_asset 2.x version
This script will move the depreciation lines to the last day of the month
Author : noviat (www.noviat.com)
*/
DO $$
DECLARE
  _max_records INTEGER := 200;  
  _asset_index INTEGER := 1;
  _asset_id INTEGER; 
  _asset_ids INTEGER[];
  _asset account_asset_asset%ROWTYPE;
  _dl_ids INTEGER[];
  _dl_id INTEGER;
  _aadl account_asset_depreciation_line%ROWTYPE;
  _init_id INTEGER; 
  _new_date DATE; 
  
BEGIN
  SELECT ARRAY(SELECT id FROM account_asset_asset ORDER BY id ASC) INTO _asset_ids;
  RAISE INFO 'asset_ids = %', _asset_ids;
  IF array_length(_asset_ids, 1) < _max_records THEN
    _max_records = array_length(_asset_ids, 1);
  END IF;
  WHILE _asset_index <= _max_records
    LOOP
      _asset_id = _asset_ids[_asset_index];
      SELECT * FROM account_asset_asset WHERE id = _asset_id INTO _asset;
      IF _asset.type = 'normal' THEN
    RAISE INFO 'processing asset_id = %', _asset_id;
    SELECT ARRAY(SELECT id FROM account_asset_depreciation_line dl WHERE dl.asset_id=_asset_id AND type = 'depreciate' ORDER BY line_date) INTO _dl_ids;
    RAISE INFO 'processing _dl_ids = %', _dl_ids;
    IF ARRAY_LENGTH(_dl_ids, 1) IS NOT NULL THEN
      FOR i IN array_lower(_dl_ids, 1) .. array_upper(_dl_ids, 1) LOOP
        _dl_id = _dl_ids[i];
        RAISE INFO 'processing dl_id = %', _dl_id;
        SELECT (date_trunc('MONTH', line_date) + INTERVAL '1 MONTH - 1 day')::date FROM account_asset_depreciation_line dl WHERE dl.id=_dl_id into _new_date;
        RAISE INFO '_new_date = %', _new_date;
        UPDATE account_asset_depreciation_line SET line_date = _new_date WHERE id=_dl_id;
      END LOOP;
    END IF;
      END IF;
      _asset_index := _asset_index + 1;
    END LOOP; 
END $$
LANGUAGE plpgsql;

/* adjust also associated accounting entry dates */

UPDATE account_move m SET date=sq.line_date FROM (SELECT dl.line_date, m.id FROM account_asset_depreciation_line dl LEFT OUTER JOIN account_move m ON dl.move_id=m.id WHERE dl.line_date != m.date) sq WHERE m.id=sq.id;
UPDATE account_move_line l SET date=sq.date FROM (SELECT m.date, l.id FROM account_move_line l JOIN account_move m ON l.move_id=m.id WHERE l.date != m.date) sq WHERE l.id=sq.id;

9) update asset & asset categories method & method time
-------------------------------------------------------
e.g.
UPDATE account_asset_category SET method_time='year';
UPDATE account_asset_category SET method_period='month';
UPDATE account_asset_asset SET method_time='year';
UPDATE account_asset_history SET method_time='year';
UPDATE account_asset_asset SET method_period='month';

10) fix rounding errors
-----------------------
e.g.
UPDATE account_asset_depreciation_line SET amount=round(amount,2);
UPDATE account_asset_depreciation_line SET remaining_value=round(remaining_value,2);
UPDATE account_asset_depreciation_line SET depreciated_value=round(depreciated_value,2);

11) create assets of type 'view' and set parent_id on assets of type 'normal'
-----------------------------------------------------------------------------
create 'type view' assets (required for reporting) and complete the parent_id field via PSQL commands for the 'type normal' assets.
e.g.
UPDATE account_asset_asset SET parent_id = 1024 WHERE type='normal' AND parent_id IS NULL AND category_id=1;
UPDATE account_asset_asset SET parent_id = 1025 WHERE type='normal' AND parent_id IS NULL AND category_id=2;
UPDATE account_asset_asset SET parent_id = 1026 WHERE type='normal' AND parent_id IS NULL AND category_id=3;

12) update account_move_line
----------------------------

/*
plpgsql script to set asset_id on depreciation account move lines
Author : noviat (www.noviat.com)
*/
DO $$
DECLARE
  _asset account_asset_asset%ROWTYPE;
  _aadl account_asset_depreciation_line%ROWTYPE;
  _aml account_move_line%ROWTYPE;  
BEGIN
  FOR _asset IN (SELECT * FROM account_asset_asset ORDER BY id ASC) LOOP
    RAISE INFO 'updating depreciation account.move.line for asset_id = %', _asset.id;
    FOR _aadl IN (SELECT * FROM account_asset_depreciation_line WHERE asset_id = _asset.id AND type='depreciate' ORDER BY line_date) LOOP
      IF _aadl.move_id IS NOT NULL THEN
          FOR _aml IN (SELECT * FROM account_move_line WHERE move_id = _aadl.move_id AND asset_id IS NULL) LOOP
            RAISE INFO 'Updating aml_id = %s', _aml.id;
            UPDATE account_move_line SET asset_id = _asset.id WHERE id = _aml.id;
          END LOOP;         
      END IF;
    END LOOP;
  END LOOP;
END $$