[IMP] stock{_account}: update UX of valuation report

Note this is specific to the view shown when clicking on
"Reporting > Valuation", but this uses the same 'stock.quantity.history'
wizard and related custom js as "Configuration > Locations > Current Stock"

Minor UX updates to valuation report:
- don't default groupby product
- add filters incoming and outgoing (same logic as stock.move filters)
- replace "Inventory at Date" with "Valuation at Date" where appropriate
  (but leave location current stock view untouched)
- create separate view for the valuation report so remaining qty/value
  are displayed, but all other svl viewing actions (including the
  "Valuation at Date") will remain showing the original qty/value to
  support deeper analysis
- don't sum unit_cost when groupby is applied in list view since the
  value won't make sense
- add "reference" to svl which is = to stock.move.reference

"valuation" part of b2b task: 2882539

Part-of: odoo/odoo#97109

addons/stock/static/src/js/inventory_report_list_controller.js

@@ -31,7 +31,7 @@ var InventoryReportListController = ListController.extend({
     // -------------------------------------------------------------------------
 
     /**
-     * Handler called when the user clicked on the 'Inventory at Date' button.
+     * Handler called when the user clicked on the 'Valuation at Date' button.
      * Opens wizard to display, at choice, the products inventory or a computed
      * inventory at a given date.
      */

addons/stock/static/src/xml/inventory_report.xml

@@ -4,7 +4,9 @@
 <t t-extend="ListView.buttons" t-name="StockInventoryReport.Buttons">
     <t t-jquery="button.o_list_button_discard" t-operation="after">
         <button class="btn btn-primary o_button_at_date me-2" type="button">
-            Inventory at Date
+            <t t-if="widget.modelName == 'stock.quant'">
+                Inventory at Date
+            </t>
         </button>
     </t>
 </t>

addons/stock_account/__manifest__.py

@@ -35,10 +35,16 @@ Dashboard / Reports for Warehouse Management includes:
         'views/stock_quant_views.xml',
         'wizard/stock_request_count.xml',
         'wizard/stock_valuation_layer_revaluation_views.xml',
+        'wizard/stock_quantity_history.xml',
         'report/report_stock_forecasted.xml',
     ],
     'installable': True,
     'auto_install': True,
     'post_init_hook': '_configure_journals',
+    'assets': {
+        'web.assets_qweb': [
+            'stock_account/static/src/xml/inventory_report.xml',
+        ],
+    },
     'license': 'LGPL-3',
 }

addons/stock_account/models/stock_quant.py

@@ -16,6 +16,7 @@ class StockQuant(models.Model):
         help="Date at which the accounting entries will be created"
              " in case of automated inventory valuation."
              " If empty, the inventory date will be used.")
+    cost_method = fields.Selection(related="product_categ_id.property_cost_method")
 
     @api.depends('company_id', 'location_id', 'owner_id', 'product_id', 'quantity')
     def _compute_value(self):

addons/stock_account/models/stock_valuation_layer.py

@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 # Part of Odoo. See LICENSE file for full copyright and licensing details.
 
-from odoo import fields, models, tools
+from odoo import api, fields, models, tools
 
 
 class StockValuationLayer(models.Model):
@@ -29,6 +29,7 @@ class StockValuationLayer(models.Model):
     stock_valuation_layer_ids = fields.One2many('stock.valuation.layer', 'stock_valuation_layer_id')
     stock_move_id = fields.Many2one('stock.move', 'Stock Move', readonly=True, check_company=True, index=True)
     account_move_id = fields.Many2one('account.move', 'Journal Entry', readonly=True, check_company=True)
+    reference = fields.Char(related='stock_move_id.reference')
 
     def init(self):
         tools.create_index(
@@ -55,3 +56,9 @@ class StockValuationLayer(models.Model):
     def _validate_analytic_accounting_entries(self):
         for svl in self:
             svl.stock_move_id._account_analytic_entry_move()
+
+    @api.model
+    def read_group(self, domain, fields, groupby, offset=0, limit=None, orderby=False, lazy=True):
+        if 'unit_cost' in fields:
+            fields.remove('unit_cost')
+        return super().read_group(domain, fields, groupby, offset, limit, orderby, lazy)

addons/stock_account/static/src/xml/inventory_report.xml

@@ -0,0 +1,12 @@
+<?xml version="1.0" encoding="utf-8"?>
+<templates id="template" xml:space="preserve">
+
+<t t-extend="StockInventoryReport.Buttons">
+    <t t-jquery="button.o_button_at_date" t-operation="append">
+        <t t-if="widget.modelName == 'stock.valuation.layer'">
+            Valuation at Date
+        </t>
+    </t>
+</t>
+
+</templates>

addons/stock_account/views/stock_quant_views.xml

@@ -19,8 +19,14 @@
         <field name="arch" type="xml">
             <xpath expr="//field[@name='product_uom_id']" position="after">
                 <field name="currency_id" invisible="1"/>
+                <field name="cost_method" invisible="1"/>
                 <field name="value" optional="hidden" sum="Total Value"/>
-                <button name="%(stock_valuation_layer_action)d" title="Stock Valuation" type="action" class="btn-link" icon="fa-bar-chart" context="{'search_default_product_id': product_id}"/>
+            </xpath>
+            <xpath expr="//button[@name='action_view_orderpoints']" position="after">
+                <button name="%(stock_valuation_layer_report_action)d" title="Stock Valuation"
+                        string="Valuation" type="action" class="btn-link" icon="fa-bar-chart"
+                        context="{'search_default_product_id': product_id}"
+                        attrs="{'invisible': [('cost_method', '!=', 'fifo')]}"/>
             </xpath>
         </field>
     </record>

addons/stock_account/views/stock_valuation_layer_views.xml

@@ -44,12 +44,14 @@
             <tree default_order="create_date desc, id desc" create="0"
                   import="0" js_class="inventory_report_list">
                 <field name="create_date" string="Date" />
+                <field name="reference"/>
                 <field name="product_id" />
-                <field name="quantity" />
+                <field name="company_id" groups="base.group_multi_company"/>
+                <field name="quantity" string="Moved Quantity"/>
+                <field name="unit_cost" />
                 <field name="uom_id" groups="uom.group_uom" />
                 <field name="currency_id" invisible="1" />
                 <field name="value" sum="Total Value"/>
-                <field name="company_id" groups="base.group_multi_company" />
                 <groupby name="product_id">
                     <field name="cost_method" invisible="1"/>
                     <field name="quantity_svl" invisible="1"/>
@@ -77,11 +79,10 @@
         <field name="view_mode">tree,form,pivot</field>
         <field name="view_id" ref="stock_valuation_layer_tree"/>
         <field name="domain">[('product_id.type', '=', 'product')]</field>
-        <field name="context">{'search_default_group_by_product_id': 1}</field>
         <field name="help" type="html">
             <p class="o_view_nocontent_smiling_face"/>
             <p>
-                There is no valuation layers. Valuation layers are created when some product moves should impact the valuation of the stock.
+                There are no valuation layers. Valuation layers are created when there are product moves that impact the valuation of the stock.
             </p>
         </field>
     </record>
@@ -95,6 +96,10 @@
                 <field name="categ_id" />
                 <field name="product_tmpl_id" />
                 <separator/>
+                <filter string="Incoming" name="incoming" domain="[('stock_move_id.location_id.usage', 'not in', ('internal', 'transit')), ('stock_move_id.location_dest_id.usage', 'in', ('internal', 'transit'))]"/>
+                <filter string="Outgoing" name="outgoing" domain="[('stock_move_id.location_id.usage', 'in', ('internal', 'transit')), ('stock_move_id.location_dest_id.usage', 'not in', ('internal', 'transit'))]"/>
+                <separator/>
+                <filter string="Has Remaining Qty" name="has_remaining_qty" domain="[('remaining_qty', '>', 0)]"/>
                 <group expand='0' string='Group by...'>
                     <filter string='Product' name="group_by_product_id" context="{'group_by': 'product_id'}"/>
                 </group>
@@ -102,7 +107,38 @@
         </field>
     </record>
 
-    <menuitem id="menu_valuation" name="Valuation" parent="stock.menu_warehouse_report" sequence="250" action="stock_valuation_layer_action" groups="base.group_no_one"/>
+    <!-- reporting view -->
+    <record id="stock_valuation_layer_report_tree" model="ir.ui.view">
+        <field name="name">stock.valuation.layer.report.tree</field>
+        <field name="model">stock.valuation.layer</field>
+        <field name="inherit_id" ref="stock_valuation_layer_tree"/>
+        <field name="mode">primary</field>
+        <field name="arch" type="xml">
+            <field name="unit_cost" position="after">
+                <field name="remaining_qty" sum="Total Remaining Quantity"/>
+            </field>
+            <field name="value" position="replace">
+                <field name="remaining_value" sum="Total Remaining Value"/>
+            </field>
+        </field>
+    </record>
+
+    <record id="stock_valuation_layer_report_action" model="ir.actions.act_window">
+        <field name="name">Stock Valuation</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">stock.valuation.layer</field>
+        <field name="view_mode">tree,form,pivot</field>
+        <field name="view_id" ref="stock_valuation_layer_report_tree"/>
+        <field name="context">{'search_default_has_remaining_qty': 1}</field>
+        <field name="help" type="html">
+            <p class="o_view_nocontent_smiling_face"/>
+            <p>
+                There are no valuation layers. Valuation layers are created when there are product moves that impact the valuation of the stock.
+            </p>
+        </field>
+    </record>
+
+    <menuitem id="menu_valuation" name="Valuation" parent="stock.menu_warehouse_report" sequence="250" action="stock_valuation_layer_report_action" groups="base.group_no_one"/>
 
     <record id="stock_valuation_layer_picking" model="ir.ui.view">
         <field name="name">stock.valuation.layer.picking</field>

addons/stock_account/wizard/stock_quantity_history.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_stock_quantity_history_inherit_stock_account" model="ir.ui.view">
+        <field name="name">Valuation Report at Date</field>
+        <field name="model">stock.quantity.history</field>
+        <field name="inherit_id" ref="stock.view_stock_quantity_history"></field>
+        <field name="arch" type="xml">
+            <!-- ensure string/description matches the model we're looking at the history of -->
+            <field name="inventory_datetime" position="attributes">
+                <attribute name="invisible">
+                    context.get('active_model') != 'stock.quant'
+                </attribute>
+            </field>
+            <field name="inventory_datetime" position="after">
+                <field name="inventory_datetime" string="Valuation at Date"
+                       help="Choose a date to get the valuation at that date"
+                       invisible="context.get('active_model') != 'stock.valuation.layer'"/>
+            </field>
+        </field>
+    </record>
+</odoo>