Andrea Grazioso (agr-odoo)
1cf1445d3b
1. Reconcile of a bank statement, checking the "To
check" box on the manual operation before validation
2. Go to accounting dashboard
The statement line will not be counted in the "to check" action.
This occur because the action only filter on reconciled moves
This reverts commit 6b0017ffda.
opw-2475663
closes odoo/odoo#69135
X-original-commit: 4f2ba741af913c36dd944070b6cbe5aaf682ced6
Related: odoo/enterprise#17637
Signed-off-by: William André (wan) <wan@odoo.com>
565 lines
26 KiB
Python
565 lines
26 KiB
Python
import json
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from datetime import datetime, timedelta
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from babel.dates import format_datetime, format_date
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from odoo import models, api, _, fields
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from odoo.osv import expression
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from odoo.release import version
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from odoo.tools import DEFAULT_SERVER_DATE_FORMAT as DF
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from odoo.tools.misc import formatLang, format_date as odoo_format_date, get_lang
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import random
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import ast
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class account_journal(models.Model):
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_inherit = "account.journal"
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def _kanban_dashboard(self):
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for journal in self:
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journal.kanban_dashboard = json.dumps(journal.get_journal_dashboard_datas())
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def _kanban_dashboard_graph(self):
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for journal in self:
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if (journal.type in ['sale', 'purchase']):
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journal.kanban_dashboard_graph = json.dumps(journal.get_bar_graph_datas())
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elif (journal.type in ['cash', 'bank']):
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journal.kanban_dashboard_graph = json.dumps(journal.get_line_graph_datas())
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else:
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journal.kanban_dashboard_graph = False
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def _get_json_activity_data(self):
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for journal in self:
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activities = []
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# search activity on move on the journal
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sql_query = '''
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SELECT act.id,
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act.res_id,
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act.res_model,
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act.summary,
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act_type.name as act_type_name,
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act_type.category as activity_category,
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act.date_deadline,
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m.date,
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m.ref,
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CASE WHEN act.date_deadline < CURRENT_DATE THEN 'late' ELSE 'future' END as status
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FROM account_move m
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LEFT JOIN mail_activity act ON act.res_id = m.id
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LEFT JOIN mail_activity_type act_type ON act.activity_type_id = act_type.id
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WHERE act.res_model = 'account.move'
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AND m.journal_id = %s
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'''
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self.env.cr.execute(sql_query, (journal.id,))
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for activity in self.env.cr.dictfetchall():
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act = {
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'id': activity.get('id'),
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'res_id': activity.get('res_id'),
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'res_model': activity.get('res_model'),
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'status': activity.get('status'),
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'name': (activity.get('summary') or activity.get('act_type_name')),
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'activity_category': activity.get('activity_category'),
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'date': odoo_format_date(self.env, activity.get('date_deadline'))
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}
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if activity.get('activity_category') == 'tax_report' and activity.get('res_model') == 'account.move':
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act['name'] = activity.get('ref')
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activities.append(act)
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journal.json_activity_data = json.dumps({'activities': activities})
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kanban_dashboard = fields.Text(compute='_kanban_dashboard')
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kanban_dashboard_graph = fields.Text(compute='_kanban_dashboard_graph')
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json_activity_data = fields.Text(compute='_get_json_activity_data')
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show_on_dashboard = fields.Boolean(string='Show journal on dashboard', help="Whether this journal should be displayed on the dashboard or not", default=True)
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color = fields.Integer("Color Index", default=0)
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def _graph_title_and_key(self):
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if self.type in ['sale', 'purchase']:
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return ['', _('Residual amount')]
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elif self.type == 'cash':
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return ['', _('Cash: Balance')]
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elif self.type == 'bank':
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return ['', _('Bank: Balance')]
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# Below method is used to get data of bank and cash statemens
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def get_line_graph_datas(self):
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"""Computes the data used to display the graph for bank and cash journals in the accounting dashboard"""
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currency = self.currency_id or self.company_id.currency_id
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def build_graph_data(date, amount):
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#display date in locale format
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name = format_date(date, 'd LLLL Y', locale=locale)
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short_name = format_date(date, 'd MMM', locale=locale)
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return {'x':short_name,'y': amount, 'name':name}
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self.ensure_one()
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BankStatement = self.env['account.bank.statement']
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data = []
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today = datetime.today()
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last_month = today + timedelta(days=-30)
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locale = get_lang(self.env).code
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#starting point of the graph is the last statement
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last_stmt = self._get_last_bank_statement(domain=[('move_id.state', '=', 'posted')])
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last_balance = last_stmt and last_stmt.balance_end_real or 0
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data.append(build_graph_data(today, last_balance))
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#then we subtract the total amount of bank statement lines per day to get the previous points
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#(graph is drawn backward)
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date = today
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amount = last_balance
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query = '''
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SELECT move.date, sum(st_line.amount) as amount
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FROM account_bank_statement_line st_line
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JOIN account_move move ON move.id = st_line.move_id
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WHERE move.journal_id = %s
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AND move.date > %s
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AND move.date <= %s
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GROUP BY move.date
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ORDER BY move.date desc
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'''
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self.env.cr.execute(query, (self.id, last_month, today))
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query_result = self.env.cr.dictfetchall()
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for val in query_result:
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date = val['date']
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if date != today.strftime(DF): # make sure the last point in the graph is today
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data[:0] = [build_graph_data(date, amount)]
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amount = currency.round(amount - val['amount'])
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# make sure the graph starts 1 month ago
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if date.strftime(DF) != last_month.strftime(DF):
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data[:0] = [build_graph_data(last_month, amount)]
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[graph_title, graph_key] = self._graph_title_and_key()
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color = '#875A7B' if 'e' in version else '#7c7bad'
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is_sample_data = not last_stmt and len(query_result) == 0
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if is_sample_data:
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data = []
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for i in range(30, 0, -5):
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current_date = today + timedelta(days=-i)
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data.append(build_graph_data(current_date, random.randint(-5, 15)))
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return [{'values': data, 'title': graph_title, 'key': graph_key, 'area': True, 'color': color, 'is_sample_data': is_sample_data}]
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def get_bar_graph_datas(self):
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data = []
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today = fields.Datetime.now(self)
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data.append({'label': _('Due'), 'value':0.0, 'type': 'past'})
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day_of_week = int(format_datetime(today, 'e', locale=get_lang(self.env).code))
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first_day_of_week = today + timedelta(days=-day_of_week+1)
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for i in range(-1,4):
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if i==0:
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label = _('This Week')
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elif i==3:
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label = _('Not Due')
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else:
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start_week = first_day_of_week + timedelta(days=i*7)
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end_week = start_week + timedelta(days=6)
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if start_week.month == end_week.month:
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label = str(start_week.day) + '-' + str(end_week.day) + ' ' + format_date(end_week, 'MMM', locale=get_lang(self.env).code)
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else:
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label = format_date(start_week, 'd MMM', locale=get_lang(self.env).code) + '-' + format_date(end_week, 'd MMM', locale=get_lang(self.env).code)
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data.append({'label':label,'value':0.0, 'type': 'past' if i<0 else 'future'})
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# Build SQL query to find amount aggregated by week
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(select_sql_clause, query_args) = self._get_bar_graph_select_query()
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query = ''
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start_date = (first_day_of_week + timedelta(days=-7))
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for i in range(0,6):
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if i == 0:
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query += "("+select_sql_clause+" and invoice_date_due < '"+start_date.strftime(DF)+"')"
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elif i == 5:
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query += " UNION ALL ("+select_sql_clause+" and invoice_date_due >= '"+start_date.strftime(DF)+"')"
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else:
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next_date = start_date + timedelta(days=7)
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query += " UNION ALL ("+select_sql_clause+" and invoice_date_due >= '"+start_date.strftime(DF)+"' and invoice_date_due < '"+next_date.strftime(DF)+"')"
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start_date = next_date
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self.env.cr.execute(query, query_args)
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query_results = self.env.cr.dictfetchall()
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is_sample_data = True
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for index in range(0, len(query_results)):
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if query_results[index].get('aggr_date') != None:
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is_sample_data = False
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data[index]['value'] = query_results[index].get('total')
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[graph_title, graph_key] = self._graph_title_and_key()
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if is_sample_data:
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for index in range(0, len(query_results)):
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data[index]['type'] = 'o_sample_data'
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# we use unrealistic values for the sample data
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data[index]['value'] = random.randint(0, 20)
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graph_key = _('Sample data')
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return [{'values': data, 'title': graph_title, 'key': graph_key, 'is_sample_data': is_sample_data}]
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def _get_bar_graph_select_query(self):
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"""
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Returns a tuple containing the base SELECT SQL query used to gather
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the bar graph's data as its first element, and the arguments dictionary
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for it as its second.
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"""
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sign = '' if self.type == 'sale' else '-'
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return ('''
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SELECT
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''' + sign + ''' + SUM(move.amount_residual_signed) AS total,
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MIN(invoice_date_due) AS aggr_date
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FROM account_move move
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WHERE move.journal_id = %(journal_id)s
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AND move.state = 'posted'
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AND move.payment_state in ('not_paid', 'partial')
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AND move.move_type IN %(invoice_types)s
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''', {
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'invoice_types': tuple(self.env['account.move'].get_invoice_types(True)),
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'journal_id': self.id
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})
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def get_journal_dashboard_datas(self):
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currency = self.currency_id or self.company_id.currency_id
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number_to_reconcile = number_to_check = last_balance = 0
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has_at_least_one_statement = False
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bank_account_balance = nb_lines_bank_account_balance = 0
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outstanding_pay_account_balance = nb_lines_outstanding_pay_account_balance = 0
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title = ''
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number_draft = number_waiting = number_late = to_check_balance = 0
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sum_draft = sum_waiting = sum_late = 0.0
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if self.type in ('bank', 'cash'):
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last_statement = self._get_last_bank_statement(
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domain=[('move_id.state', '=', 'posted')])
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last_balance = last_statement.balance_end
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has_at_least_one_statement = bool(last_statement)
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bank_account_balance, nb_lines_bank_account_balance = self._get_journal_bank_account_balance(
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domain=[('move_id.state', '=', 'posted')])
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outstanding_pay_account_balance, nb_lines_outstanding_pay_account_balance = self._get_journal_outstanding_payments_account_balance(
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domain=[('move_id.state', '=', 'posted')])
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self._cr.execute('''
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SELECT COUNT(st_line.id)
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FROM account_bank_statement_line st_line
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JOIN account_move st_line_move ON st_line_move.id = st_line.move_id
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JOIN account_bank_statement st ON st_line.statement_id = st.id
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WHERE st_line_move.journal_id IN %s
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AND st.state = 'posted'
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AND NOT st_line.is_reconciled
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''', [tuple(self.ids)])
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number_to_reconcile = self.env.cr.fetchone()[0]
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to_check_ids = self.to_check_ids()
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number_to_check = len(to_check_ids)
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to_check_balance = sum([r.amount for r in to_check_ids])
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#TODO need to check if all invoices are in the same currency than the journal!!!!
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elif self.type in ['sale', 'purchase']:
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title = _('Bills to pay') if self.type == 'purchase' else _('Invoices owed to you')
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self.env['account.move'].flush(['amount_residual', 'currency_id', 'move_type', 'invoice_date', 'company_id', 'journal_id', 'date', 'state', 'payment_state'])
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(query, query_args) = self._get_open_bills_to_pay_query()
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self.env.cr.execute(query, query_args)
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query_results_to_pay = self.env.cr.dictfetchall()
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(query, query_args) = self._get_draft_bills_query()
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self.env.cr.execute(query, query_args)
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query_results_drafts = self.env.cr.dictfetchall()
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today = fields.Date.context_today(self)
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query = '''
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SELECT
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(CASE WHEN move_type IN ('out_refund', 'in_refund') THEN -1 ELSE 1 END) * amount_residual AS amount_total,
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currency_id AS currency,
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move_type,
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invoice_date,
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company_id
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FROM account_move move
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WHERE journal_id = %s
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AND date <= %s
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AND state = 'posted'
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AND payment_state in ('not_paid', 'partial')
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AND move_type IN ('out_invoice', 'out_refund', 'in_invoice', 'in_refund', 'out_receipt', 'in_receipt');
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'''
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self.env.cr.execute(query, (self.id, today))
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late_query_results = self.env.cr.dictfetchall()
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curr_cache = {}
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(number_waiting, sum_waiting) = self._count_results_and_sum_amounts(query_results_to_pay, currency, curr_cache=curr_cache)
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(number_draft, sum_draft) = self._count_results_and_sum_amounts(query_results_drafts, currency, curr_cache=curr_cache)
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(number_late, sum_late) = self._count_results_and_sum_amounts(late_query_results, currency, curr_cache=curr_cache)
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read = self.env['account.move'].read_group([('journal_id', '=', self.id), ('to_check', '=', True)], ['amount_total'], 'journal_id', lazy=False)
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if read:
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number_to_check = read[0]['__count']
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to_check_balance = read[0]['amount_total']
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elif self.type == 'general':
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read = self.env['account.move'].read_group([('journal_id', '=', self.id), ('to_check', '=', True)], ['amount_total'], 'journal_id', lazy=False)
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if read:
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number_to_check = read[0]['__count']
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to_check_balance = read[0]['amount_total']
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is_sample_data = self.kanban_dashboard_graph and any(data.get('is_sample_data', False) for data in json.loads(self.kanban_dashboard_graph))
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return {
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'number_to_check': number_to_check,
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'to_check_balance': formatLang(self.env, to_check_balance, currency_obj=currency),
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'number_to_reconcile': number_to_reconcile,
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'account_balance': formatLang(self.env, currency.round(bank_account_balance), currency_obj=currency),
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'has_at_least_one_statement': has_at_least_one_statement,
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'nb_lines_bank_account_balance': nb_lines_bank_account_balance,
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'outstanding_pay_account_balance': formatLang(self.env, currency.round(outstanding_pay_account_balance), currency_obj=currency),
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'nb_lines_outstanding_pay_account_balance': nb_lines_outstanding_pay_account_balance,
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'last_balance': formatLang(self.env, currency.round(last_balance) + 0.0, currency_obj=currency),
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'number_draft': number_draft,
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'number_waiting': number_waiting,
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'number_late': number_late,
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'sum_draft': formatLang(self.env, currency.round(sum_draft) + 0.0, currency_obj=currency),
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'sum_waiting': formatLang(self.env, currency.round(sum_waiting) + 0.0, currency_obj=currency),
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'sum_late': formatLang(self.env, currency.round(sum_late) + 0.0, currency_obj=currency),
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'currency_id': currency.id,
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'bank_statements_source': self.bank_statements_source,
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'title': title,
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'is_sample_data': is_sample_data,
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'company_count': len(self.env.companies)
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}
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def _get_open_bills_to_pay_query(self):
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"""
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Returns a tuple containing the SQL query used to gather the open bills
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data as its first element, and the arguments dictionary to use to run
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it as its second.
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"""
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return ('''
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SELECT
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(CASE WHEN move.move_type IN ('out_refund', 'in_refund') THEN -1 ELSE 1 END) * move.amount_residual AS amount_total,
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move.currency_id AS currency,
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move.move_type,
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move.invoice_date,
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move.company_id
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FROM account_move move
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WHERE move.journal_id = %(journal_id)s
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AND move.state = 'posted'
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AND move.payment_state in ('not_paid', 'partial')
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AND move.move_type IN ('out_invoice', 'out_refund', 'in_invoice', 'in_refund', 'out_receipt', 'in_receipt');
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''', {'journal_id': self.id})
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def _get_draft_bills_query(self):
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"""
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Returns a tuple containing as its first element the SQL query used to
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gather the bills in draft state data, and the arguments
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dictionary to use to run it as its second.
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"""
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return ('''
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SELECT
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(CASE WHEN move.move_type IN ('out_refund', 'in_refund') THEN -1 ELSE 1 END) * move.amount_total AS amount_total,
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move.currency_id AS currency,
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move.move_type,
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move.invoice_date,
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move.company_id
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FROM account_move move
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WHERE move.journal_id = %(journal_id)s
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AND move.state = 'draft'
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AND move.payment_state in ('not_paid', 'partial')
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AND move.move_type IN ('out_invoice', 'out_refund', 'in_invoice', 'in_refund', 'out_receipt', 'in_receipt');
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''', {'journal_id': self.id})
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def _count_results_and_sum_amounts(self, results_dict, target_currency, curr_cache=None):
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""" Loops on a query result to count the total number of invoices and sum
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their amount_total field (expressed in the given target currency).
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amount_total must be signed !
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"""
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rslt_count = 0
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rslt_sum = 0.0
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# Create a cache with currency rates to avoid unnecessary SQL requests. Do not copy
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# curr_cache on purpose, so the dictionary is modified and can be re-used for subsequent
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# calls of the method.
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curr_cache = {} if curr_cache is None else curr_cache
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for result in results_dict:
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cur = self.env['res.currency'].browse(result.get('currency'))
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company = self.env['res.company'].browse(result.get('company_id')) or self.env.company
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rslt_count += 1
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date = result.get('invoice_date') or fields.Date.context_today(self)
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amount = result.get('amount_total', 0) or 0
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if cur != target_currency:
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key = (cur, target_currency, company, date)
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# Using setdefault will call _get_conversion_rate, so we explicitly check the
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# existence of the key in the cache instead.
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if key not in curr_cache:
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curr_cache[key] = self.env['res.currency']._get_conversion_rate(*key)
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amount *= curr_cache[key]
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rslt_sum += target_currency.round(amount)
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return (rslt_count, rslt_sum)
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def action_create_new(self):
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ctx = self._context.copy()
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ctx['default_journal_id'] = self.id
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if self.type == 'sale':
|
|
ctx['default_move_type'] = 'out_refund' if ctx.get('refund') else 'out_invoice'
|
|
elif self.type == 'purchase':
|
|
ctx['default_move_type'] = 'in_refund' if ctx.get('refund') else 'in_invoice'
|
|
else:
|
|
ctx['default_move_type'] = 'entry'
|
|
ctx['view_no_maturity'] = True
|
|
return {
|
|
'name': _('Create invoice/bill'),
|
|
'type': 'ir.actions.act_window',
|
|
'view_mode': 'form',
|
|
'res_model': 'account.move',
|
|
'view_id': self.env.ref('account.view_move_form').id,
|
|
'context': ctx,
|
|
}
|
|
|
|
def create_cash_statement(self):
|
|
ctx = self._context.copy()
|
|
ctx.update({'journal_id': self.id, 'default_journal_id': self.id, 'default_journal_type': 'cash'})
|
|
open_statements = self.env['account.bank.statement'].search([('journal_id', '=', self.id), ('state', '=', 'open')])
|
|
action = {
|
|
'name': _('Create cash statement'),
|
|
'type': 'ir.actions.act_window',
|
|
'view_mode': 'form',
|
|
'res_model': 'account.bank.statement',
|
|
'context': ctx,
|
|
}
|
|
if len(open_statements) == 1:
|
|
action.update({
|
|
'view_mode': 'form',
|
|
'res_id': open_statements.id,
|
|
})
|
|
elif len(open_statements) > 1:
|
|
action.update({
|
|
'view_mode': 'tree,form',
|
|
'domain': [('id', 'in', open_statements.ids)],
|
|
})
|
|
return action
|
|
|
|
def to_check_ids(self):
|
|
self.ensure_one()
|
|
domain = self.env['account.move.line']._get_suspense_moves_domain()
|
|
domain.append(('journal_id', '=', self.id))
|
|
statement_line_ids = self.env['account.move.line'].search(domain).mapped('statement_line_id')
|
|
return statement_line_ids
|
|
|
|
def _select_action_to_open(self):
|
|
self.ensure_one()
|
|
if self._context.get('action_name'):
|
|
return self._context.get('action_name')
|
|
elif self.type == 'bank':
|
|
return 'action_bank_statement_tree'
|
|
elif self.type == 'cash':
|
|
return 'action_view_bank_statement_tree'
|
|
elif self.type == 'sale':
|
|
return 'action_move_out_invoice_type'
|
|
elif self.type == 'purchase':
|
|
return 'action_move_in_invoice_type'
|
|
else:
|
|
return 'action_move_journal_line'
|
|
|
|
def open_action(self):
|
|
"""return action based on type for related journals"""
|
|
self.ensure_one()
|
|
action_name = self._select_action_to_open()
|
|
|
|
# Set 'account.' prefix if missing.
|
|
if not action_name.startswith("account."):
|
|
action_name = 'account.%s' % action_name
|
|
|
|
action = self.env["ir.actions.act_window"]._for_xml_id(action_name)
|
|
|
|
context = self._context.copy()
|
|
if 'context' in action and type(action['context']) == str:
|
|
context.update(ast.literal_eval(action['context']))
|
|
else:
|
|
context.update(action.get('context', {}))
|
|
action['context'] = context
|
|
action['context'].update({
|
|
'default_journal_id': self.id,
|
|
'search_default_journal_id': self.id,
|
|
})
|
|
|
|
domain_type_field = action['res_model'] == 'account.move.line' and 'move_id.move_type' or 'move_type' # The model can be either account.move or account.move.line
|
|
|
|
# Override the domain only if the action was not explicitly specified in order to keep the
|
|
# original action domain.
|
|
if not self._context.get('action_name'):
|
|
if self.type == 'sale':
|
|
action['domain'] = [(domain_type_field, 'in', ('out_invoice', 'out_refund', 'out_receipt'))]
|
|
elif self.type == 'purchase':
|
|
action['domain'] = [(domain_type_field, 'in', ('in_invoice', 'in_refund', 'in_receipt', 'entry'))]
|
|
|
|
return action
|
|
|
|
def open_spend_money(self):
|
|
return self.open_payments_action('outbound')
|
|
|
|
def open_collect_money(self):
|
|
return self.open_payments_action('inbound')
|
|
|
|
def open_transfer_money(self):
|
|
return self.open_payments_action('transfer')
|
|
|
|
def open_payments_action(self, payment_type, mode='tree'):
|
|
if payment_type == 'outbound':
|
|
action_ref = 'account.action_account_payments_payable'
|
|
elif payment_type == 'transfer':
|
|
action_ref = 'account.action_account_payments_transfer'
|
|
else:
|
|
action_ref = 'account.action_account_payments'
|
|
action = self.env['ir.actions.act_window']._for_xml_id(action_ref)
|
|
action['context'] = dict(ast.literal_eval(action.get('context')), default_journal_id=self.id, search_default_journal_id=self.id)
|
|
if payment_type == 'transfer':
|
|
action['context'].update({
|
|
'default_partner_id': self.company_id.partner_id.id,
|
|
'default_is_internal_transfer': True,
|
|
})
|
|
if mode == 'form':
|
|
action['views'] = [[False, 'form']]
|
|
return action
|
|
|
|
def open_action_with_context(self):
|
|
action_name = self.env.context.get('action_name', False)
|
|
if not action_name:
|
|
return False
|
|
ctx = dict(self.env.context, default_journal_id=self.id)
|
|
if ctx.get('search_default_journal', False):
|
|
ctx.update(search_default_journal_id=self.id)
|
|
ctx['search_default_journal'] = False # otherwise it will do a useless groupby in bank statements
|
|
ctx.pop('group_by', None)
|
|
action = self.env['ir.actions.act_window']._for_xml_id(f"account.{action_name}")
|
|
action['context'] = ctx
|
|
if ctx.get('use_domain', False):
|
|
action['domain'] = isinstance(ctx['use_domain'], list) and ctx['use_domain'] or ['|', ('journal_id', '=', self.id), ('journal_id', '=', False)]
|
|
action['name'] = _(
|
|
"%(action)s for journal %(journal)s",
|
|
action=action["name"],
|
|
journal=self.name,
|
|
)
|
|
return action
|
|
|
|
def create_bank_statement(self):
|
|
"""return action to create a bank statements. This button should be called only on journals with type =='bank'"""
|
|
action = self.env["ir.actions.actions"]._for_xml_id("account.action_bank_statement_tree")
|
|
action.update({
|
|
'views': [[False, 'form']],
|
|
'context': "{'default_journal_id': " + str(self.id) + "}",
|
|
})
|
|
return action
|
|
|
|
def create_customer_payment(self):
|
|
"""return action to create a customer payment"""
|
|
return self.open_payments_action('inbound', mode='form')
|
|
|
|
def create_supplier_payment(self):
|
|
"""return action to create a supplier payment"""
|
|
return self.open_payments_action('outbound', mode='form')
|
|
|
|
def create_internal_transfer(self):
|
|
"""return action to create a internal transfer"""
|
|
return self.open_payments_action('transfer', mode='form')
|
|
|
|
#####################
|
|
# Setup Steps Stuff #
|
|
#####################
|
|
def mark_bank_setup_as_done_action(self):
|
|
""" Marks the 'bank setup' step as done in the setup bar and in the company."""
|
|
self.company_id.sudo().set_onboarding_step_done('account_setup_bank_data_state')
|
|
|
|
def unmark_bank_setup_as_done_action(self):
|
|
""" Marks the 'bank setup' step as not done in the setup bar and in the company."""
|
|
self.company_id.account_setup_bank_data_state = 'not_done'
|