[IMP] account: various improvements

- show period along with 'Tax Report' activity of journals on accounting dashboard.
- added 'Upload Invoices' button on sales journals in Accounting Dashboard.
- added 'New Bill' button on purchase journals in Accounting Dashboard.

Task: 34740
Closes: #34740

Co-authored-by: Hardik Prajapati <hpr@odoo.com>

addons/account/models/account.py

@@ -1054,6 +1054,7 @@ class AccountJournal(models.Model):
             'res_model': 'account.move',
             'views': [[False, "tree"], [False, "form"]],
             'type': 'ir.actions.act_window',
+            'context': self._context
         }
         if len(invoices) == 1:
             action_vals.update({'res_id': invoices[0].id, 'view_mode': 'form'})

addons/account/models/account_journal_dashboard.py

@@ -40,6 +40,7 @@ class account_journal(models.Model):
                     act_type.name as act_type_name,
                     act_type.category as activity_category,
                     act.date_deadline,
+                    m.date,
                     CASE WHEN act.date_deadline < CURRENT_DATE THEN 'late' ELSE 'future' END as status
                 FROM account_move m
                     LEFT JOIN mail_activity act ON act.res_id = m.id
@@ -54,7 +55,7 @@ class account_journal(models.Model):
                     'res_id': activity.get('res_id'),
                     'res_model': activity.get('res_model'),
                     'status': activity.get('status'),
-                    'name': activity.get('summary') or activity.get('act_type_name'),
+                    'name': (activity.get('summary') or activity.get('act_type_name')) + '(' + format_date(activity.get('date'), 'MMM', locale=self._context.get('lang') or 'en_US') + ')',
                     'activity_category': activity.get('activity_category'),
                     'date': odoo_format_date(self.env, activity.get('date_deadline'))
                 })

addons/account/models/account_move.py

@@ -2194,14 +2194,14 @@ class AccountMoveLine(models.Model):
     tax_group_id = fields.Many2one(related='tax_line_id.tax_group_id', string='Originator tax group',
         readonly=True, store=True,
         help='technical field for widget tax-group-custom-field')
-    tax_base_amount = fields.Monetary(string="Base Amount", store=True,
+    tax_base_amount = fields.Monetary(string="Base Amount", store=True, readonly=True,
         currency_field='company_currency_id')
-    tax_exigible = fields.Boolean(string='Appears in VAT report', default=True,
+    tax_exigible = fields.Boolean(string='Appears in VAT report', default=True, readonly=True,
         help="Technical field used to mark a tax line as exigible in the vat report or not (only exigible journal items"
              " are displayed). By default all new journal items are directly exigible, but with the feature cash_basis"
              " on taxes, some will become exigible only when the payment is recorded.")
     tax_repartition_line_id = fields.Many2one(comodel_name='account.tax.repartition.line',
-        string="Originator Tax Repartition Line", ondelete='restrict',
+        string="Originator Tax Repartition Line", ondelete='restrict', readonly=True,
         help="Tax repartition line that caused the creation of this move line, if any")
     tag_ids = fields.Many2many(string="Tags", comodel_name='account.account.tag', ondelete='restrict',
         help="Tags assigned to this line by the tax creating it, if any. It determines its impact on financial reports.")

addons/account/static/src/js/bills_tree_upload.js

@@ -99,6 +99,22 @@ odoo.define('account.dashboard.kanban', function (require) {
             'click .o_button_upload_bill': '_onUpload',
             'change .o_vendor_bill_upload .o_form_binary_form': '_onAddAttachment',
         }),
+        /**
+         * We override _onUpload (from the upload bill mixin) to pass default_journal_id
+         * and default_type in context.
+         *
+         * @override
+         */
+        _onUpload: function (event) {
+            var kanbanRecord = $(event.currentTarget).closest('.o_kanban_record').data('record');
+            this.initialState.context['default_journal_id'] = kanbanRecord.id;
+            if ($(event.currentTarget).attr('journal_type') == 'sale') {
+                this.initialState.context['default_type'] = 'out_invoice'
+            } else if ($(event.currentTarget).attr('journal_type') == 'purchase') {
+                this.initialState.context['default_type'] = 'in_invoice'
+            }
+            UploadBillMixin._onUpload.apply(this, arguments);
+        }
     });
 
     var DashboardKanbanView = KanbanView.extend({

addons/account/views/account_journal_dashboard_view.xml

@@ -294,9 +294,15 @@
                                 <button type="object" name="action_create_new" class="btn btn-primary o_invoice_new">
                                     <span>New Invoice</span>
                                 </button>
+                                <button class="btn btn-primary d-block o_button_upload_bill" journal_type="sale">
+                                    <span>Upload Invoices</span>
+                                </button>
                             </t>
                             <t t-if="journal_type == 'purchase'">
-                                <button class="btn btn-primary o_button_upload_bill" journal_type="purchase">
+                                <button type="object" name="action_create_new" class="btn btn-primary o_invoice_new">
+                                    <span>New Bill</span>
+                                </button>
+                                <button class="btn btn-primary d-block o_button_upload_bill" journal_type="purchase">
                                     <span>Upload Bills</span>
                                 </button>
                             </t>

addons/account/views/account_move_views.xml

@@ -809,9 +809,9 @@
                                         <field name="date" invisible="1"/>
                                         <field name="tax_line_id" invisible="1"/>
                                         <field name="tax_group_id" invisible="1"/>
-                                        <field name="tax_repartition_line_id" invisible="1"/>
+                                        <field name="tax_repartition_line_id" invisible="1" force_save="1"/>
-                                        <field name="tax_base_amount" invisible="1"/>
+                                        <field name="tax_base_amount" invisible="1" force_save="1"/>
-                                        <field name="tax_exigible" invisible="1"/>
+                                        <field name="tax_exigible" invisible="1" force_save="1"/>
                                         <field name="company_id" invisible="1"/>
                                         <field name="company_currency_id" invisible="1"/>
                                         <field name="recompute_tax_line" invisible="1" force_save="1"/>