[IMP] account: add searchpanel on account.account and account.move.line

Task 2008956

* Add the root of an account (first 2 digits/char) as a searchable model.
* Create a custom searchpanel for this account root on account.move.line
* Add the account_root searchpanel to the account.account view too.

addons/account/models/account.py

@@ -8,7 +8,7 @@ from odoo.osv import expression
 from odoo.tools.float_utils import float_round as round, float_compare
 from odoo.tools import DEFAULT_SERVER_DATETIME_FORMAT
 from odoo.exceptions import UserError, ValidationError
-from odoo import api, fields, models, _
+from odoo import api, fields, models, _, tools
 from odoo.tests.common import Form
 
 TYPE_TAX_USE = [
@@ -225,6 +225,7 @@ class AccountAccount(models.Model):
         default=lambda self: self.env.company)
     tag_ids = fields.Many2many('account.account.tag', 'account_account_account_tag', string='Tags', help="Optional tags you may want to assign for custom reporting")
     group_id = fields.Many2one('account.group')
+    root_id = fields.Many2one('account.root', compute='_compute_account_root', store=True)
 
     opening_debit = fields.Monetary(string="Opening debit", compute='_compute_opening_debit_credit', inverse='_set_opening_debit', help="Opening debit value for this account.")
     opening_credit = fields.Monetary(string="Opening credit", compute='_compute_opening_debit_credit', inverse='_set_opening_credit', help="Opening credit value for this account.")
@@ -242,6 +243,14 @@ class AccountAccount(models.Model):
                 if record.tax_ids:
                     raise UserError(_('An Off-Balance account can not have taxes'))
 
+    @api.depends('code')
+    def _compute_account_root(self):
+        # this computes the first 2 digits of the account.
+        # This field should have been a char, but the aim is to use it in a side panel view with hierarchy, and it's only supported by many2one fields so far.
+        # So instead, we make it a many2one to a psql view with what we need as records.
+        for record in self:
+            record.root_id = record.code and (ord(record.code[0]) * 1000 + ord(record.code[1])) or False
+
     @api.model
     def _search_new_account_code(self, company, digits, prefix):
         for num in range(1, 10000):
@@ -543,6 +552,31 @@ class AccountGroup(models.Model):
         return self.browse(group_ids).name_get()
 
 
+class AccountRoot(models.Model):
+    _name = 'account.root'
+    _description = 'Account codes first 2 digits'
+    _auto = False
+
+    name = fields.Char()
+    parent_id = fields.Many2one('account.root')
+
+    def init(self):
+        tools.drop_view_if_exists(self.env.cr, self._table)
+        self.env.cr.execute('''
+            CREATE OR REPLACE VIEW %s AS (
+            SELECT DISTINCT ASCII(code) * 1000 + ASCII(SUBSTRING(code,2,1)) AS id,
+                   LEFT(code,2) AS name,
+                   ASCII(code) AS parent_id
+            FROM account_account WHERE code IS NOT NULL
+            UNION ALL
+            SELECT DISTINCT ASCII(code) AS id,
+                   LEFT(code,1) AS name,
+                   NULL::int AS parent_id
+            FROM account_account WHERE code IS NOT NULL
+            )''' % (self._table,)
+        )
+
+
 class AccountJournalGroup(models.Model):
     _name = 'account.journal.group'
     _description = "Account Journal Group"

addons/account/models/account_move.py

@@ -2142,6 +2142,7 @@ class AccountMoveLine(models.Model):
         index=True, ondelete="cascade",
         domain=[('deprecated', '=', False)])
     account_internal_type = fields.Selection(related='account_id.user_type_id.type', string="Internal Type", store=True, readonly=True)
+    account_root_id = fields.Many2one(related='account_id.root_id', string="Account Root", store=True, readonly=True)
     sequence = fields.Integer(default=10)
     name = fields.Char(string='Label')
     quantity = fields.Float(string='Quantity',

addons/account/models/chart_template.py

@@ -57,6 +57,7 @@ class AccountAccountTemplate(models.Model):
             "to define chart templates that extend another and complete it with few new accounts (You don't need to define the whole structure that is common to both several times).")
     tag_ids = fields.Many2many('account.account.tag', 'account_account_template_account_tag', string='Account tag', help="Optional tags you may want to assign for custom reporting")
     group_id = fields.Many2one('account.group')
+    root_id = fields.Many2one('account.root')
 
     @api.depends('name', 'code')
     def name_get(self):

addons/account/security/ir.model.access.csv

@@ -13,6 +13,8 @@ access_account_account_user,account.account user,model_account_account,base.grou
 access_account_account_partner_manager,account.account partner manager,model_account_account,base.group_partner_manager,1,0,0,0
 access_account_group_manager,account.group,model_account_group,account.group_account_manager,1,1,1,1
 access_account_group,account.group,model_account_group,account.group_account_user,1,0,0,0
+access_account_root_manager,account.root,model_account_root,account.group_account_manager,1,0,0,0
+access_account_root,account.root,model_account_root,account.group_account_user,1,0,0,0
 access_account_tax,account.tax,model_account_tax,account.group_account_invoice,1,0,0,0
 access_account_account_template,account.account.template,model_account_account_template,account.group_account_manager,1,1,1,1
 access_account_chart_template,account.chart.template,model_account_chart_template,account.group_account_manager,1,1,1,1

addons/account/static/src/scss/account_searchpanel.scss

@@ -0,0 +1,14 @@
+.o_search_panel.account_root {
+    flex: 0 0 48px;
+    padding: 6px;
+    .o_search_panel_section_header {
+        display: none;
+    }
+    .list-group-item span.o_search_panel_label_title {
+        display: contents;
+    }
+    .o_search_panel_category_value header {
+        margin-left: 0;
+        padding-left: 0;
+    }
+}

addons/account/views/account.xml

@@ -14,6 +14,7 @@
             <link rel="stylesheet" type="text/scss" href="/account/static/src/scss/account_reconciliation.scss"/>
             <link rel="stylesheet" type="text/scss" href="/account/static/src/scss/account_journal_dashboard.scss"/>
             <link rel="stylesheet" type="text/scss" href="/account/static/src/scss/account_dashboard.scss"/>
+            <link rel="stylesheet" type="text/scss" href="/account/static/src/scss/account_searchpanel.scss"/>
 
             <link rel="stylesheet" href="/account/static/src/scss/section_and_note_backend.scss"/>
             <link rel="stylesheet" type="text/scss" href="/account/static/src/scss/account_activity.scss"/>

addons/account/views/account_move_views.xml

@@ -311,6 +311,8 @@
                         ('name', 'ilike', self), ('ref', 'ilike', self), ('account_id', 'ilike', self), ('partner_id', 'ilike', self)]"/>
                     <field name="date"/>
                     <field name="account_id"/>
+                    <field name="account_root_id"/>
+                    <field name="account_internal_type"/>
                     <field name="partner_id"/>
                     <field name="journal_id"/>
                     <field name="move_id" string="Journal Entry" filter_domain="[
@@ -347,6 +349,20 @@
                 </search>
             </field>
         </record>
+        <record id="view_account_move_line_filter_with_root_selection" model="ir.ui.view">
+            <field name="name">account.move.line.search</field>
+            <field name="model">account.move.line</field>
+            <field name="mode">primary</field>
+            <field name="priority">20</field>
+            <field name="inherit_id" ref="account.view_account_move_line_filter"/>
+            <field name="arch" type="xml">
+                <xpath expr="//group" position="after">
+                    <searchpanel class="account_root">
+                        <field name="account_root_id" icon="fa-filter"/>
+                    </searchpanel>
+                </xpath>
+            </field>
+        </record>
 
         <!-- account.move (Journal Entry) -->
 
@@ -1056,6 +1072,7 @@
             <field name="res_model">account.move.line</field>
             <field name="domain">[('display_type', 'not in', ('line_section', 'line_note'))]</field>
             <field name="view_id" ref="view_move_line_tree_grouped_general"/>
+            <field name="search_view_id" ref="view_account_move_line_filter_with_root_selection"/>
             <field name="view_mode">tree,pivot,graph,form,kanban</field>
         </record>
 
@@ -1065,6 +1082,7 @@
             <field name="res_model">account.move.line</field>
             <field name="domain">[('display_type', 'not in', ('line_section', 'line_note'))]</field>
             <field name="view_id" ref="view_move_line_tree_grouped_partner"/>
+            <field name="search_view_id" ref="view_account_move_line_filter_with_root_selection"/>
             <field name="view_mode">tree,pivot,graph,form,kanban</field>
         </record>
 

addons/account/views/account_view.xml

@@ -96,6 +96,9 @@
                     <group expand="0" string="Group By">
                         <filter string="Account Type" name="accounttype" domain="" context="{'group_by':'user_type_id'}"/>
                     </group>
+                    <searchpanel class="account_root">
+                        <field name="root_id" icon="fa-filter"/>
+                    </searchpanel>
                 </search>
             </field>
         </record>

addons/web/static/src/js/views/abstract_view.js

@@ -205,11 +205,11 @@ var AbstractView = Factory.extend({
         if (this.withSearchPanel) {
             var spProto = this.config.SearchPanel.prototype;
             var viewInfo = this.controlPanelParams.viewInfo;
-            var sections = spProto.computeSearchPanelParams(viewInfo, this.viewType);
-            if (sections) {
-                this.searchPanelParams.sections = sections;
+            var searchPanelParams = spProto.computeSearchPanelParams(viewInfo, this.viewType);
+            if (searchPanelParams.sections) {
+                this.searchPanelParams.sections = searchPanelParams.sections;
                 this.rendererParams.withSearchPanel = true;
-                spDef = Promise.resolve(cpDef).then(this._createSearchPanel.bind(this, parent));
+                spDef = Promise.resolve(cpDef).then(this._createSearchPanel.bind(this, parent, searchPanelParams));
             }
         }
 
@@ -283,7 +283,7 @@ var AbstractView = Factory.extend({
      * @param {Widget} parent
      * @returns {Promise<SearchPanel>} resolved when the searchPanel is ready
      */
-    _createSearchPanel: async function (parent) {
+    _createSearchPanel: async function (parent, params) {
         var defaultValues = {};
         Object.keys(this.loadParams.context).forEach((key) => {
             let match = /^searchpanel_default_(.*)$/.exec(key);
@@ -299,6 +299,7 @@ var AbstractView = Factory.extend({
             searchDomain: controlPanelDomain,
             sections: this.searchPanelParams.sections,
             state: this.searchPanelParams.state,
+            classes: params.classes || [],
         });
         this.controllerParams.searchPanel = searchPanel;
         this.controllerParams.controlPanelDomain = controlPanelDomain;

addons/web/static/src/js/views/search_panel.js

@@ -99,6 +99,7 @@ var SearchPanel = Widget.extend({
         this.defaultValues = params.defaultValues || {};
         this.fields = params.fields;
         this.model = params.model;
+        this.className = params.classes.concat(['o_search_panel']).join(' ');
         this.searchDomain = params.searchDomain;
     },
     /**
@@ -157,6 +158,7 @@ var SearchPanel = Widget.extend({
      */
     computeSearchPanelParams: function (viewInfo, viewType) {
         var searchPanelSections;
+        var classes;
         if (viewInfo) {
             var arch = viewUtils.parseArch(viewInfo.arch);
             viewType = viewType === 'list' ? 'tree' : viewType;
@@ -167,13 +169,19 @@ var SearchPanel = Widget.extend({
                     if (attrs.view_types) {
                         viewTypes = attrs.view_types.split(',');
                     }
+                    if (attrs.class) {
+                        classes = attrs.class.split(' ');
+                    }
                     if (viewTypes.indexOf(viewType) !== -1) {
                         searchPanelSections = _processSearchPanelNode(node, viewInfo.fields);
                     }
                 }
             });
         }
-        return searchPanelSections;
+        return {
+            sections: searchPanelSections,
+            classes: classes,
+        }
     },
     /**
      * Export the current state (categories and filters) of the searchpanel.

odoo/addons/base/rng/search_view.rng

@@ -11,6 +11,7 @@
         <rng:element name="searchpanel">
             <rng:ref name="overload"/>
             <rng:optional><rng:attribute name="view_types"/></rng:optional>
+            <rng:optional><rng:attribute name="class"/></rng:optional>
             <rng:zeroOrMore>
                 <rng:ref name="field" />
             </rng:zeroOrMore>