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[IMP] account: invoice date column in journal entries/items addition

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Description of the issue/feature this PR addresses:

When an accountant adds an invoice at another date than the date of the
said invoice, it is that date that is shown on the journal entries and
items views. This makes it impossible to order the lines by invoice date
as the only date field available on those views does not give the proper
piece of information.

Current behavior before the PR:

Prior to this commit, the Journal Entries and Journal Items views show no
column giving the date of the document for every line but only for those
that have been added the same day.

Desired behavior after the PR is merged:

Adding this, the Journal Entries and Journal Items views show a "Document
Date" column which represent the date of the document. The bank
reconciliation widget presents this column too. In each of these three
locations, filters, groups and ordering have been setup to be able to be
applied on this new column.

This allows to search and filter lines using that piece of information.

The column is hidden by default.

task-3388309

closes odoo/odoo#129040

Related: odoo/enterprise#44545
Signed-off-by: de Wouters de Bouchout Jean-Benoît (jbw) <jbw@odoo.com>
This commit is contained in:
Thomas Becquevort (thbe)
2023-08-10 09:11:49 +02:00
parent aa355e0c78
commit 7d58a634da
2 changed files with 13 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/account/models/account_move_line.py
+5
View File
@@ -62,6 +62,11 @@ class AccountMoveLine(models.Model):
copy=False,
group_operator='min',
)
invoice_date = fields.Date(
related='move_id.invoice_date', store=True,
copy=False,
group_operator='min',
)
ref = fields.Char(
related='move_id.ref', store=True,
copy=False,
addons/account/views/account_move_views.xml
+8
View File
@@ -166,6 +166,7 @@
<tree string="Journal Items" create="false" edit="true" expand="context.get('expand', False)" multi_edit="1" sample="1">
<field name="move_id" invisible="1"/>
<field name="date" readonly="1"/>
<field name="invoice_date" string="Invoice Date" optional="hide"/>
<field name="company_id" invisible="1"/>
<field name="company_id" groups="base.group_multi_company" readonly="1" optional="hide"/>
<field name="journal_id" readonly="1" options='{"no_open":True}' optional="hide"/>
@@ -312,6 +313,7 @@
<field name="name"/>
<field name="ref"/>
<field name="date"/>
<field name="invoice_date"/>
<field name="account_id"/>
<field name="account_type"/>
<field name="partner_id"/>
@@ -342,6 +344,7 @@
<filter string="P&amp;L Accounts" domain="[('account_id.internal_group', 'in', ('income', 'expense'))]" help="From P&amp;L accounts" name="pl_accounts"/>
<separator/>
<filter string="Date" name="date" date="date"/>
<filter string="Invoice Date" name="invoice_date" date="invoice_date"/>
<separator/>
<filter string="Report Dates" name="date_between" domain="[('date', '&gt;=', context.get('date_from')), ('date', '&lt;=', context.get('date_to'))]" invisible="1"/>
<filter string="Report Dates" name="date_before" domain="[('date', '&lt;=', context.get('date_to'))]" invisible="1"/>
@@ -352,6 +355,7 @@
<filter string="Partner" name="group_by_partner" domain="[]" context="{'group_by': 'partner_id'}"/>
<filter string="Journal" name="journal" domain="[]" context="{'group_by': 'journal_id'}"/>
<filter string="Date" name="groupby_date" domain="[]" context="{'group_by': 'date'}"/>
<filter string="Invoice Date" name="groupby_invoice_date" domain="[]" context="{'group_by': 'invoice_date'}"/>
<filter string="Taxes" name="group_by_taxes" domain="[]" context="{'group_by': 'tax_ids'}"/>
<filter string="Tax Grid" name="group_by_tax_tags" domain="[]" context="{'group_by': 'tax_tag_ids'}"/>
<filter string="Matching #" name="group_by_matching" domain="[]" context="{'group_by': 'full_reconcile_id'}"/>
@@ -373,6 +377,7 @@
<field name="company_currency_id" invisible="1"/>
<field name="made_sequence_hole" invisible="1"/>
<field name="date"/>
<field name="invoice_date" string="Invoice Date" optional="hide"/>
<field name="name" decoration-danger="made_sequence_hole"/>
<field name="partner_id" optional="show"/>
<field name="ref" optional="show"/>
@@ -1293,6 +1298,7 @@
<field name="name"/>
<field name="ref"/>
<field name="date"/>
<field name="invoice_date"/>
<field name="partner_id"/>
<field name="journal_id"/>
<filter string="Unposted" name="unposted" domain="[('state', '=', 'draft')]" help="Unposted Journal Entries"/>
@@ -1309,12 +1315,14 @@
<filter string="Miscellaneous" name="misc_filter" domain="[('journal_id.type', '=', 'general')]" context="{'default_journal_type': 'general'}"/>
<separator/>
<filter string="Date" name="date" date="date"/>
<filter string="Invoice Date" name="invoice_date" date="invoice_date"/>
<separator/>
<group expand="0" string="Group By">
<filter string="Partner" name="partner" domain="[]" context="{'group_by': 'partner_id'}"/>
<filter string="Journal" name="journal" domain="[]" context="{'group_by': 'journal_id'}"/>
<filter string="Status" name="status" domain="[]" context="{'group_by': 'state'}"/>
<filter string="Date" name="by_date" domain="[]" context="{'group_by': 'date'}" help="Journal Entries by Date"/>
<filter string="Invoice Date" name="by_invoice_date" domain="[]" context="{'group_by': 'invoice_date'}"/>
<filter string="Company" name="by_company" domain="[]" context="{'group_by': 'company_id'}" groups="base.group_multi_company"/>
</group>
</search>