From 2086c6085e98e77ef0e59c0136cf48a0b85dc13e Mon Sep 17 00:00:00 2001
From: Mustufa Rangwala <mra@tinyerp.com>
Date: Fri, 24 Oct 2008 11:20:34 +0530
Subject: [PATCH 1/2] account.period: -> now we can open a close period but
 with specified role (period) in res.users only

bzr revid: mra@tinyerp.com-20081024055034-o59unxwdlnk5os7k
---
 addons/account/account.py       | 11 +++++++++++
 addons/account/account_view.xml |  4 ++++
 2 files changed, 15 insertions(+)

diff --git a/addons/account/account.py b/addons/account/account.py
index dbff7730fc9..e7304065b8d 100644
--- a/addons/account/account.py
+++ b/addons/account/account.py
@@ -562,6 +562,17 @@ class account_period(osv.osv):
         if not ids:
             raise osv.except_osv(_('Error !'), _('No period defined for this date !\nPlease create a fiscal year.'))
         return ids
+
+    def action_draft(self, cr, uid, ids, *args):
+        users_roles = self.pool.get('res.users').browse(cr, uid, uid).roles_id
+        for role in users_roles:
+            if role.name=='Period':
+                mode = 'draft'
+                for id in ids:
+                    cr.execute('update account_journal_period set state=%s where period_id=%d', (mode, id))
+                    cr.execute('update account_period set state=%s where id=%d', (mode, id))
+        return True
+
 account_period()
 
 class account_journal_period(osv.osv):
diff --git a/addons/account/account_view.xml b/addons/account/account_view.xml
index 6b793707cb4..31b6c73d179 100644
--- a/addons/account/account_view.xml
+++ b/addons/account/account_view.xml
@@ -60,6 +60,9 @@
         <!--
     Period
     -->
+        <record id="res_role_period" model="res.roles">
+            <field eval="&quot;&quot;&quot;Period&quot;&quot;&quot;" name="name"/>
+        </record>
 
         <record id="view_account_period_form" model="ir.ui.view">
             <field name="name">account.period.form</field>
@@ -74,6 +77,7 @@
                     <field name="fiscalyear_id"/>
                     <separator colspan="4" string="States"/>
                     <field name="state" select="1"/>
+                    <button name="action_draft" states="done" string="Set to Draft" type="object"/>
                 </form>
             </field>
         </record>

From 51a82ab349b03cc6e1ab906f8e9b998709756a16 Mon Sep 17 00:00:00 2001
From: apa-tiny <patelamit2003@gmail.com>
Date: Fri, 24 Oct 2008 11:48:30 +0530
Subject: [PATCH 2/2] Add account balance wizard

bzr revid: patelamit2003@gmail.com-20081024061830-urexcggcun8p3xdq
---
 addons/account/report/account_balance.py      |  60 +++++++++-
 .../wizard/wizard_account_balance_report.py   | 105 +++++++++---------
 2 files changed, 108 insertions(+), 57 deletions(-)

diff --git a/addons/account/report/account_balance.py b/addons/account/report/account_balance.py
index 044315c538c..1f3440c1357 100755
--- a/addons/account/report/account_balance.py
+++ b/addons/account/report/account_balance.py
@@ -77,6 +77,47 @@ class account_balance(report_sxw.rml_parse):
                         result+=r[0]+", "
             return str(result and result[:-1]) or ''
 
+        def transform_both_into_date_array(self,data):
+            if not data['periods'][0][2] :
+                periods_id =  self.pool.get('account.period').search(self.cr, self.uid, [('fiscalyear_id','=',data['form']['fiscalyear'])])
+            else:
+                periods_id = data['periods'][0][2]
+            date_array = []
+            for period_id in periods_id:
+                period_obj = self.pool.get('account.period').browse(self.cr, self.uid, period_id)
+                date_array = date_array + self.date_range(period_obj.date_start,period_obj.date_stop)
+
+            period_start_date = date_array[0]
+            date_start_date = data['date_from']
+            period_stop_date = date_array[-1]
+            date_stop_date = data['date_to']
+
+            if period_start_date<date_start_date:
+                start_date = period_start_date
+            else :
+                start_date = date_start_date
+
+            if date_stop_date<period_stop_date:
+                stop_date = period_stop_date
+            else :
+                stop_date = date_stop_date
+            final_date_array = []
+            final_date_array = final_date_array + self.date_range(start_date, stop_date)
+            self.date_lst = final_date_array
+            self.date_lst.sort()
+
+        def transform_none_into_date_array(self,data):
+            sql = "SELECT min(date) as start_date from account_move_line"
+            self.cr.execute(sql)
+            start_date = self.cr.fetchone()[0]
+            sql = "SELECT max(date) as start_date from account_move_line"
+            self.cr.execute(sql)
+            stop_date = self.cr.fetchone()[0]
+            array= []
+            array = array + self.date_range(start_date, stop_date)
+            self.date_lst = array
+            self.date_lst.sort()
+
         def lines(self, form, ids={}, done=None, level=1):
             if not ids:
                 ids = self.ids
@@ -90,14 +131,18 @@ class account_balance(report_sxw.rml_parse):
             res={}
             result_acc=[]
             ctx = self.context.copy()
-            if form.has_key('fiscalyear'):
+            if form['state']=='byperiod' :
                 self.transform_period_into_date_array(form)
                 ctx['fiscalyear'] = form['fiscalyear']
                 ctx['periods'] = form['periods'][0][2]
-            else:
+            elif form['state']== 'bydate':
                 self.transform_date_into_date_array(form)
-                ctx['date_from'] = form['date_from']
-                ctx['date_to'] = form['date_to']
+            elif form['state'] == 'all' :
+                self.transform_both_into_date_array(form)
+            elif form['state'] == 'none' :
+                self.transform_none_into_date_array(form)
+#                ctx['date_from'] = form['date_from']
+#                ctx['date_to'] = form['date_to']
 
             accounts = self.pool.get('account.account').browse(self.cr, self.uid, ids, ctx)
             def cmp_code(x, y):
@@ -169,9 +214,12 @@ class account_balance(report_sxw.rml_parse):
                     "LEFT JOIN account_journal j " \
                         "ON (l.journal_id = j.id) " \
                     "WHERE l.account_id = '"+str(ids)+"' " \
-                    "AND l.date IN (" + self.date_lst_string + ") " \
+                    "AND l.date >= '"+self.date_lst[0]+"'   " \
+                     "AND l.date <= '"+self.date_lst[-1]+"'  " \
                         "ORDER BY l.id")
+
             res = self.cr.dictfetchall()
+
             sum = 0.0
             for r in res:
                 sum = r['debit1'] - r['credit1']
@@ -227,5 +275,5 @@ class account_balance(report_sxw.rml_parse):
 
         def _sum_debit(self):
             return self.sum_debit
-report_sxw.report_sxw('report.account.account.balance', 'account.account', 'addons/account/report/account_balance.rml', parser=account_balance, header=False)
 
+report_sxw.report_sxw('report.account.account.balance', 'account.account', 'addons/account/report/account_balance.rml', parser=account_balance, header=False)
diff --git a/addons/account/wizard/wizard_account_balance_report.py b/addons/account/wizard/wizard_account_balance_report.py
index 3677f51f050..af23f0581ca 100644
--- a/addons/account/wizard/wizard_account_balance_report.py
+++ b/addons/account/wizard/wizard_account_balance_report.py
@@ -30,37 +30,38 @@ import wizard
 import pooler
 import time
 
-report_type =  '''<?xml version="1.0"?>
-<form string="Select Report Type">
-</form>'''
-
-
-dates_form = '''<?xml version="1.0"?>
-<form string="Select period">
-    <field name="date_from" colspan="4"/>
-    <field name="date_to" colspan="4"/>
-    <field name="display_account" colspan="4"/>
-
-</form>'''
-
-dates_fields = {
-    'date_from': {'string':"Start date",'type':'date','required':True ,'default': lambda *a: time.strftime('%Y-01-01')},
-    'date_to': {'string':"End date",'type':'date','required':True, 'default': lambda *a: time.strftime('%Y-%m-%d')},
-    'display_account':{'string':"Filter on Accounts",'type':'selection','selection':[('bal_mouvement','With Entries'),('bal_all','All Accounts'),('bal_solde','With Balance Different Than 0')]}
-}
-
-
 period_form = '''<?xml version="1.0"?>
 <form string="Select period">
-    <field name="fiscalyear" colspan="4"/>
-    <field name="periods" colspan="4"/>
-    <field name="display_account" colspan="4"/>
+    <field name="company_id"/>
+    <field name="display_account" required = "True"/>
+    <newline/>
+    <field name="fiscalyear" attrs="{'readonly':[('state','=','bydate')]}"/>
+    <label colspan="2" string="(Keep empty for all open fiscal years)" align="0.0"/>
+    <newline/>
+    <separator string="Filters" colspan="4"/>
+    <field name="state" required="True"/>
+    <newline/>
+    <group attrs="{'invisible':[('state','=','byperiod'),('state','=','none')]}" colspan="4">
+        <separator string="Date Filter" colspan="4"/>
+        <field name="date_from"/>
+        <field name="date_to"/>
+    </group>
+    <group attrs="{'invisible':[('state','=','bydate'),('state','=','none')]}" colspan="4">
+        <separator string="Filter on Periods" colspan="4"/>
+        <field name="periods" colspan="4" nolabel="1"/>
+
+    </group>
 
 </form>'''
 
-
-
 period_fields = {
+    'company_id': {'string': 'Company', 'type': 'many2one', 'relation': 'res.company', 'required': True},
+    'state':{
+        'string':"Date/Period Filter",
+        'type':'selection',
+        'selection':[('bydate','By Date'),('byperiod','By Period'),('all','By Date and Period'),('none','No Filter')],
+        'default': lambda *a:'bydate'
+    },
     'fiscalyear': {
         'string':'Fiscal year',
         'type':'many2one',
@@ -68,7 +69,9 @@ period_fields = {
         'help':'Keep empty for all open fiscal year'
     },
     'periods': {'string': 'Periods', 'type': 'many2many', 'relation': 'account.period', 'help': 'All periods if empty'},
-    'display_account':{'string':"Display accounts ",'type':'selection','selection':[('bal_mouvement','With movements'),('bal_all','All'),('bal_solde','With balance is not equal to 0')]}
+    'display_account':{'string':"Display accounts ",'type':'selection','selection':[('bal_mouvement','With movements'),('bal_all','All'),('bal_solde','With balance is not equal to 0')]},
+    'date_from': {'string':"Start date",'type':'date','required':True ,'default': lambda *a: time.strftime('%Y-01-01')},
+    'date_to': {'string':"End date",'type':'date','required':True, 'default': lambda *a: time.strftime('%Y-%m-%d')},
 }
 
 account_form = '''<?xml version="1.0"?>
@@ -80,9 +83,14 @@ account_fields = {
     'Account_list': {'string':'Account', 'type':'many2one', 'relation':'account.account', 'required':True ,'domain':[('parent_id','=',False)]},
 }
 
-
 class wizard_report(wizard.interface):
     def _get_defaults(self, cr, uid, data, context):
+        user = pooler.get_pool(cr.dbname).get('res.users').browse(cr, uid, uid, context=context)
+        if user.company_id:
+           company_id = user.company_id.id
+        else:
+           company_id = pooler.get_pool(cr.dbname).get('res.company').search(cr, uid, [('parent_id', '=', False)])[0]
+        data['form']['company_id'] = company_id
         fiscalyear_obj = pooler.get_pool(cr.dbname).get('account.fiscalyear')
         periods_obj=pooler.get_pool(cr.dbname).get('account.period')
         data['form']['fiscalyear'] = fiscalyear_obj.find(cr, uid)
@@ -90,17 +98,28 @@ class wizard_report(wizard.interface):
         data['form']['display_account']='bal_all'
         return data['form']
 
-    def _get_defaults_fordate(self, cr, uid, data, context):
-        data['form']['display_account']='bal_all'
+    def _check_state(self, cr, uid, data, context):
+        my_ids=data['ids']
+        if data['model']!='account.account':
+            my_ids=[data['form']['Account_list']]
+        child_ids = pooler.get_pool(cr.dbname).get('account.account').search(cr, uid,[('parent_id', 'child_of',my_ids )])
+        for child in child_ids :
+            child_account = pooler.get_pool(cr.dbname).get('account.account').browse(cr, uid, child)
+            res = pooler.get_pool(cr.dbname).get('account.move.line').search(cr, uid,[('account_id','=',child_account.id)])
+        if not len(res):
+            raise  wizard.except_wizard('UserError',"Make sure the account you select has children accounts.")
+        if data['form']['state'] == 'bydate':
+           self._check_date(cr, uid, data, context)
+           data['form']['fiscalyear'] = 0
+        else :
+           data['form']['fiscalyear'] = 1
         return data['form']
-
-
+    
     def _check_path(self, cr, uid, data, context):
         if data['model'] == 'account.account':
-            return 'checktype'
+           return 'checktype'
         else:
-            return 'account_selection'
-
+           return 'account_selection'
 
     def _check_date(self, cr, uid, data, context):
         sql = """
@@ -112,7 +131,6 @@ class wizard_report(wizard.interface):
                 raise  wizard.except_wizard('UserError','Date to must be set between ' + res[0]['date_start'] + " and " + res[0]['date_stop'])
             else:
                 return 'report'
-
         else:
             raise wizard.except_wizard('UserError','Date not in a defined fiscal year')
 
@@ -127,27 +145,12 @@ class wizard_report(wizard.interface):
             'result': {'type':'form', 'arch':account_form,'fields':account_fields, 'state':[('end','Cancel'),('checktype','Print')]}
         },
         'checktype': {
-            'actions': [],
-            'result': {'type':'form', 'arch':report_type,'fields':{}, 'state':[('with_period','Use with Period'),('with_date','Use with Date')]}
-        },
-        'with_period': {
             'actions': [_get_defaults],
             'result': {'type':'form', 'arch':period_form, 'fields':period_fields, 'state':[('end','Cancel'),('report','Print')]}
         },
-        'with_date': {
-            'actions': [_get_defaults_fordate],
-            'result': {'type':'form', 'arch':dates_form, 'fields':dates_fields, 'state':[('end','Cancel'),('checkdate','Print')]}
-        },
-        'checkdate': {
-            'actions': [],
-            'result': {'type':'choice','next_state':_check_date}
-        },
-
         'report': {
-            'actions': [],
+            'actions': [_check_state],
             'result': {'type':'print', 'report':'account.account.balance', 'state':'end'}
         }
     }
 wizard_report('account.account.balance.report')
-
-