[IMP] account_financial_report: adapt the wizards to multicompany

account_financial_report/README.rst

@@ -97,6 +97,7 @@ Contributors
 * Akim Juillerat <akim.juillerat@camptocamp.com>
 * Alexis de Lattre <alexis@via.ecp.fr>
 * Mihai Fekete <feketemihai@gmail.com>
+* Miquel Raïch <miquel.raich@eficent.com>
 
 Much of the work in this module was done at a sprint in Sorrento, Italy in
 April 2016.

account_financial_report/__manifest__.py

@@ -4,7 +4,7 @@
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
 {
     'name': 'Account Financial Reports',
-    'version': '11.0.2.3.1',
+    'version': '11.0.2.4.0',
     'category': 'Reporting',
     'summary': 'OCA Financial Reports',
     'author': 'Camptocamp SA,'

account_financial_report/readme/CONTRIBUTORS.rst

@@ -14,6 +14,7 @@
 * Akim Juillerat <akim.juillerat@camptocamp.com>
 * Alexis de Lattre <alexis@via.ecp.fr>
 * Mihai Fekete <feketemihai@gmail.com>
+* Miquel Raïch <miquel.raich@eficent.com>
 
 Much of the work in this module was done at a sprint in Sorrento, Italy in
 April 2016.

account_financial_report/tests/test_vat_report.py

@@ -48,22 +48,27 @@ class TestVATReport(common.TransactionCase):
 
     def setUp(self):
         super(TestVATReport, self).setUp()
-        self.date_from = time.strftime('%Y-%m-01'),
-        self.date_to = time.strftime('%Y-%m-28'),
+        self.date_from = time.strftime('%Y-%m-01')
+        self.date_to = time.strftime('%Y-%m-28')
+        self.company = self.env.ref('base.main_company')
         self.receivable_account = self.env['account.account'].search([
+            ('company_id', '=', self.company.id),
             ('user_type_id.name', '=', 'Receivable')
             ], limit=1)
         self.income_account = self.env['account.account'].search([
+            ('company_id', '=', self.company.id),
             ('user_type_id.name', '=', 'Income')
             ], limit=1)
         self.tax_account = self.env['account.account'].search([
+            ('company_id', '=', self.company.id),
             ('user_type_id',
              '=',
              self.env.ref(
-                 'account.data_account_type_non_current_liabilities').id
-             )], limit=1)
-        self.bank_journal = self.env['account.journal'].search(
-            [('type', '=', 'bank')], limit=1)
+                 'account.data_account_type_non_current_liabilities').id)
+            ], limit=1)
+        self.bank_journal = self.env['account.journal'].search([
+            ('type', '=', 'bank'), ('company_id', '=', self.company.id)
+            ], limit=1)
         self.tax_tag_01 = self.env['account.account.tag'].create({
             'name': 'Tag 01',
             'applicability': 'taxes'
@@ -90,6 +95,7 @@ class TestVATReport(common.TransactionCase):
             'amount_type': 'percent',
             'type_tax_use': 'sale',
             'account_id': self.tax_account.id,
+            'company_id': self.company.id,
             'refund_account_id': self.tax_account.id,
             'tax_group_id': self.tax_group_10.id,
             'tag_ids': [(6, 0, [self.tax_tag_01.id, self.tax_tag_02.id])]
@@ -102,6 +108,7 @@ class TestVATReport(common.TransactionCase):
             'type_tax_use': 'sale',
             'tax_exigibility': 'on_payment',
             'account_id': self.tax_account.id,
+            'company_id': self.company.id,
             'refund_account_id': self.tax_account.id,
             'cash_basis_account': self.tax_account.id,
             'tax_group_id': self.tax_group_20.id,
@@ -111,6 +118,7 @@ class TestVATReport(common.TransactionCase):
         invoice = self.env['account.invoice'].create({
             'partner_id': self.env.ref('base.res_partner_2').id,
             'account_id': self.receivable_account.id,
+            'company_id': self.company.id,
             'date_invoice': time.strftime('%Y-%m-03'),
             'type': 'out_invoice',
         })
@@ -130,6 +138,7 @@ class TestVATReport(common.TransactionCase):
         self.cbinvoice = self.env['account.invoice'].create({
             'partner_id': self.env.ref('base.res_partner_2').id,
             'account_id': self.receivable_account.id,
+            'company_id': self.company.id,
             'date_invoice': time.strftime('%Y-%m-05'),
             'type': 'out_invoice',
         })
@@ -147,13 +156,12 @@ class TestVATReport(common.TransactionCase):
         self.cbinvoice.action_invoice_open()
 
     def _get_report_lines(self):
-        company = self.env.ref('base.main_company')
         self.cbinvoice.pay_and_reconcile(
             self.bank_journal.id, 300, time.strftime('%Y-%m-10'))
         vat_report = self.env['report_vat_report'].create({
             'date_from': self.date_from,
             'date_to': self.date_to,
-            'company_id': company.id,
+            'company_id': self.company.id,
             'based_on': 'taxtags',
             'tax_detail': True,
             })
@@ -238,11 +246,10 @@ class TestVATReport(common.TransactionCase):
         self.assertEqual(lines['tax_group_20'].tax, 50)
 
     def test_get_report_html(self):
-        company = self.env.ref('base.main_company')
         vat_report = self.env['report_vat_report'].create({
             'date_from': self.date_from,
             'date_to': self.date_to,
-            'company_id': company.id,
+            'company_id': self.company.id,
             'tax_detail': True,
             })
         vat_report.compute_data_for_report()

account_financial_report/wizard/aged_partner_balance_wizard.py

@@ -17,6 +17,7 @@ class AgedPartnerBalanceWizard(models.TransientModel):
     company_id = fields.Many2one(
         comodel_name='res.company',
         default=lambda self: self.env.user.company_id,
+        required=True,
         string='Company'
     )
     date_at = fields.Date(required=True,
@@ -38,11 +39,22 @@ class AgedPartnerBalanceWizard(models.TransientModel):
     )
     show_move_line_details = fields.Boolean()
 
+    @api.onchange('company_id')
+    def onchange_company_id(self):
+        """Handle company change."""
+        if self.company_id and self.partner_ids:
+            self.partner_ids = self.partner_ids.filtered(
+                lambda p: p.company_id == self.company_id or
+                not p.company_id)
+        if self.company_id and self.account_ids:
+            self.account_ids = self.account_ids.filtered(
+                lambda a: a.company_id == self.company_id)
+
     @api.onchange('receivable_accounts_only', 'payable_accounts_only')
     def onchange_type_accounts_only(self):
         """Handle receivable/payable accounts only change."""
         if self.receivable_accounts_only or self.payable_accounts_only:
-            domain = []
+            domain = [('company_id', '=', self.company_id.id)]
             if self.receivable_accounts_only and self.payable_accounts_only:
                 domain += [('internal_type', 'in', ('receivable', 'payable'))]
             elif self.receivable_accounts_only:

account_financial_report/wizard/aged_partner_balance_wizard_view.xml

@@ -21,15 +21,21 @@
                 </group>
                 <group name="partner_filter" col="1">
                     <label for="partner_ids"/>
-                    <field name="partner_ids" nolabel="1" widget="many2many_tags" options="{'no_create': True}"/>
+                    <field name="partner_ids" nolabel="1"
+                           widget="many2many_tags"
+                           options="{'no_create': True}"
+                           domain="['|',('company_id','=',company_id), ('company_id','=',False)]"/>
                 </group>
                 <group name="account_filter" col="4">
                     <label for="account_ids" colspan="4"/>
                     <field name="receivable_accounts_only"/>
                     <field name="payable_accounts_only"/>
-                    <field name="account_ids" nolabel="1" widget="many2many_tags" options="{'no_create': True}" colspan="4"/>
+                    <field name="account_ids" nolabel="1"
+                           widget="many2many_tags"
+                           options="{'no_create': True}"
+                           domain="[('company_id','=',company_id)]"
+                           colspan="4"/>
                 </group>
-                <field name="account_ids" nolabel="1" options="{'no_create': True}"/>
                 <footer>
                     <button name="button_export_html" string="View"
                             type="object" default_focus="1" class="oe_highlight"/>

account_financial_report/wizard/general_ledger_wizard.py

@@ -7,9 +7,10 @@
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
 
 
-from odoo import api, fields, models
+from odoo import api, fields, models, _
 from odoo.tools.safe_eval import safe_eval
 from odoo.tools import pycompat
+from odoo.exceptions import ValidationError
 
 
 class GeneralLedgerReportWizard(models.TransientModel):
@@ -21,6 +22,7 @@ class GeneralLedgerReportWizard(models.TransientModel):
     company_id = fields.Many2one(
         comodel_name='res.company',
         default=lambda self: self.env.user.company_id,
+        required=True,
         string='Company'
     )
     date_range_id = fields.Many2one(
@@ -98,6 +100,19 @@ class GeneralLedgerReportWizard(models.TransientModel):
                 ('company_id', '=', self.company_id.id)
             ])
         self.not_only_one_unaffected_earnings_account = count != 1
+        if self.company_id and self.date_range_id.company_id and \
+                self.date_range_id.company_id != self.company_id:
+            self.date_range_id = False
+        if self.company_id and self.partner_ids:
+            self.partner_ids = self.partner_ids.filtered(
+                lambda p: p.company_id == self.company_id or
+                not p.company_id)
+        if self.company_id and self.account_ids:
+            self.account_ids = self.account_ids.filtered(
+                lambda a: a.company_id == self.company_id)
+        if self.company_id and self.cost_center_ids:
+            self.cost_center_ids = self.cost_center_ids.filtered(
+                lambda c: c.company_id == self.company_id)
 
     @api.onchange('date_range_id')
     def onchange_date_range_id(self):
@@ -105,11 +120,21 @@ class GeneralLedgerReportWizard(models.TransientModel):
         self.date_from = self.date_range_id.date_start
         self.date_to = self.date_range_id.date_end
 
+    @api.multi
+    @api.constrains('company_id', 'date_range_id')
+    def _check_company_id_date_range_id(self):
+        for rec in self.sudo():
+            if rec.company_id and rec.date_range_id.company_id and\
+                    rec.company_id != rec.date_range_id.company_id:
+                raise ValidationError(
+                    _('The Company in the General Ledger Report Wizard and in '
+                      'Date Range must be the same.'))
+
     @api.onchange('receivable_accounts_only', 'payable_accounts_only')
     def onchange_type_accounts_only(self):
         """Handle receivable/payable accounts only change."""
         if self.receivable_accounts_only or self.payable_accounts_only:
-            domain = []
+            domain = [('company_id', '=', self.company_id.id)]
             if self.receivable_accounts_only and self.payable_accounts_only:
                 domain += [('internal_type', 'in', ('receivable', 'payable'))]
             elif self.receivable_accounts_only:

account_financial_report/wizard/general_ledger_wizard_view.xml

@@ -13,7 +13,8 @@
                 <div attrs="{'invisible': [('not_only_one_unaffected_earnings_account', '=', True)]}">
                     <group name="filters">
                         <group name="date_range">
-                            <field name="date_range_id" domain="['|',('company_id','=',company_id), ('company_id','=',False)]"/>
+                            <field name="date_range_id"
+                                   domain="['|',('company_id','=',company_id), ('company_id','=',False)]"/>
                             <field name="date_from"/>
                             <field name="date_to"/>
                             <field name="fy_start_date" invisible="1"/>
@@ -32,13 +33,23 @@
                                 <field name="receivable_accounts_only"/>
                                 <field name="payable_accounts_only"/>
                             </group>
-                            <field name="account_ids" nolabel="1" widget="many2many_tags" options="{'no_create': True}"/>
+                            <field name="account_ids"
+                                   nolabel="1"
+                                   widget="many2many_tags"
+                                   options="{'no_create': True}"
+                                   domain="[('company_id','=',company_id)]"/>
                         </page>
                         <page string="Filter partners">
-                            <field name="partner_ids" nolabel="1" widget="many2many_tags" options="{'no_create': True}"/>
+                            <field name="partner_ids" nolabel="1"
+                                   widget="many2many_tags"
+                                   domain="['|',('company_id','=',company_id), ('company_id','=',False)]"
+                                   options="{'no_create': True}"/>
                         </page>
                         <page string="Filter cost centers" groups="analytic.group_analytic_accounting">
-                            <field name="cost_center_ids" nolabel="1" options="{'no_create': True}" groups="analytic.group_analytic_accounting"/>
+                            <field name="cost_center_ids" nolabel="1"
+                                   options="{'no_create': True}"
+                                   domain="[('company_id','=',company_id)]"
+                                   groups="analytic.group_analytic_accounting"/>
                         </page>
                         <page string="Filter analytic tags">
                             <field name="analytic_tag_ids" widget="many2many_tags" nolabel="1" options="{'no_create': True}"/>

account_financial_report/wizard/open_items_wizard.py

@@ -17,6 +17,7 @@ class OpenItemsReportWizard(models.TransientModel):
     company_id = fields.Many2one(
         comodel_name='res.company',
         default=lambda self: self.env.user.company_id,
+        required=True,
         string='Company'
     )
     date_at = fields.Date(required=True,
@@ -51,11 +52,22 @@ class OpenItemsReportWizard(models.TransientModel):
              'will display initial and final balance in that currency.'
     )
 
+    @api.onchange('company_id')
+    def onchange_company_id(self):
+        """Handle company change."""
+        if self.company_id and self.partner_ids:
+            self.partner_ids = self.partner_ids.filtered(
+                lambda p: p.company_id == self.company_id or
+                not p.company_id)
+        if self.company_id and self.account_ids:
+            self.account_ids = self.account_ids.filtered(
+                lambda a: a.company_id == self.company_id)
+
     @api.onchange('receivable_accounts_only', 'payable_accounts_only')
     def onchange_type_accounts_only(self):
         """Handle receivable/payable accounts only change."""
         if self.receivable_accounts_only or self.payable_accounts_only:
-            domain = []
+            domain = [('company_id', '=', self.company_id.id)]
             if self.receivable_accounts_only and self.payable_accounts_only:
                 domain += [('internal_type', 'in', ('receivable', 'payable'))]
             elif self.receivable_accounts_only:

account_financial_report/wizard/open_items_wizard_view.xml

@@ -22,13 +22,21 @@
                 </group>
                 <group name="partner_filter" col="1">
                     <label for="partner_ids"/>
-                    <field name="partner_ids" nolabel="1" widget="many2many_tags" options="{'no_create': True}"/>
+                    <field name="partner_ids"
+                           nolabel="1"
+                           domain="['|',('company_id','=',company_id), ('company_id','=',False)]"
+                           widget="many2many_tags"
+                           options="{'no_create': True}"/>
                 </group>
                 <group name="account_filter" col="4">
-                    <label for="account_ids" colspan="4"/>
                     <field name="receivable_accounts_only"/>
                     <field name="payable_accounts_only"/>
-                    <field name="account_ids" nolabel="1" widget="many2many_tags" options="{'no_create': True}" colspan="4"/>
+                    <field name="account_ids"
+                           nolabel="1"
+                           widget="many2many_tags"
+                           domain="[('company_id','=',company_id)]"
+                           options="{'no_create': True}"
+                           colspan="4"/>
                 </group>
                 <footer>
                     <button name="button_export_html" string="View"

account_financial_report/wizard/trial_balance_wizard.py

@@ -7,7 +7,7 @@
 from odoo import api, fields, models, _
 from odoo.tools.safe_eval import safe_eval
 from odoo.tools import pycompat
-from odoo.exceptions import UserError
+from odoo.exceptions import UserError, ValidationError
 
 
 class TrialBalanceReportWizard(models.TransientModel):
@@ -19,6 +19,7 @@ class TrialBalanceReportWizard(models.TransientModel):
     company_id = fields.Many2one(
         comodel_name='res.company',
         default=lambda self: self.env.user.company_id,
+        required=True,
         string='Company'
     )
     date_range_id = fields.Many2one(
@@ -107,6 +108,16 @@ class TrialBalanceReportWizard(models.TransientModel):
                 ('company_id', '=', self.company_id.id)
             ])
         self.not_only_one_unaffected_earnings_account = count != 1
+        if self.company_id and self.date_range_id.company_id and \
+                self.date_range_id.company_id != self.company_id:
+            self.date_range_id = False
+        if self.company_id and self.partner_ids:
+            self.partner_ids = self.partner_ids.filtered(
+                lambda p: p.company_id == self.company_id or
+                not p.company_id)
+        if self.company_id and self.account_ids:
+            self.account_ids = self.account_ids.filtered(
+                lambda a: a.company_id == self.company_id)
 
     @api.onchange('date_range_id')
     def onchange_date_range_id(self):
@@ -114,11 +125,21 @@ class TrialBalanceReportWizard(models.TransientModel):
         self.date_from = self.date_range_id.date_start
         self.date_to = self.date_range_id.date_end
 
+    @api.multi
+    @api.constrains('company_id', 'date_range_id')
+    def _check_company_id_date_range_id(self):
+        for rec in self.sudo():
+            if rec.company_id and rec.date_range_id.company_id and\
+                    rec.company_id != rec.date_range_id.company_id:
+                raise ValidationError(
+                    _('The Company in the Trial Balance Report Wizard and in '
+                      'Date Range must be the same.'))
+
     @api.onchange('receivable_accounts_only', 'payable_accounts_only')
     def onchange_type_accounts_only(self):
         """Handle receivable/payable accounts only change."""
         if self.receivable_accounts_only or self.payable_accounts_only:
-            domain = []
+            domain = [('company_id', '=', self.company_id.id)]
             if self.receivable_accounts_only and self.payable_accounts_only:
                 domain += [('internal_type', 'in', ('receivable', 'payable'))]
             elif self.receivable_accounts_only:

account_financial_report/wizard/trial_balance_wizard_view.xml

@@ -30,17 +30,31 @@
                     </group>
                     <group name="partner_filter" attrs="{'invisible':[('show_partner_details','!=',True)]}" col="1">
                         <label for="partner_ids"/>
-                        <field name="partner_ids" nolabel="1"  widget="many2many_tags" options="{'no_create': True}"/>
+                        <field name="partner_ids"
+                               nolabel="1"
+                               domain="['|',('company_id','=',company_id), ('company_id','=',False)]"
+                               widget="many2many_tags"
+                               options="{'no_create': True}"/>
                     </group>
                     <label for="journal_ids"/>
-                    <field name="journal_ids" widget="many2many_tags" nolabel="1" options="{'no_create': True}"/>
+                    <field name="journal_ids"
+                           widget="many2many_tags"
+                           domain="[('company_id','=',company_id)]"
+                           nolabel="1"
+                           options="{'no_create': True}"
+                    />
                     <group attrs="{'invisible':[('show_partner_details','!=',True)]}"/>
                     <div/>
                     <group name="account_filter" col="4">
                         <label for="account_ids" colspan="4"/>
                         <field name="receivable_accounts_only"/>
                         <field name="payable_accounts_only"/>
-                        <field name="account_ids" nolabel="1" widget="many2many_tags" options="{'no_create': True}" colspan="4"/>
+                        <field name="account_ids"
+                               nolabel="1"
+                               widget="many2many_tags"
+                               domain="[('company_id','=',company_id)]"
+                               options="{'no_create': True}"
+                               colspan="4"/>
                     </group>
                 </div>
                 <div attrs="{'invisible': [('not_only_one_unaffected_earnings_account', '=', False)]}">

account_financial_report/wizard/vat_report_wizard.py

@@ -1,9 +1,10 @@
 # Copyright  2018 Forest and Biomass Romania
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
 
-from odoo import api, fields, models
+from odoo import api, fields, models, _
 from odoo.tools.safe_eval import safe_eval
 from odoo.tools import pycompat
+from odoo.exceptions import ValidationError
 
 
 class VATReportWizard(models.TransientModel):
@@ -12,6 +13,7 @@ class VATReportWizard(models.TransientModel):
     company_id = fields.Many2one(
         comodel_name='res.company',
         default=lambda self: self.env.user.company_id,
+        required=True,
         string='Company'
     )
     date_range_id = fields.Many2one(
@@ -27,12 +29,28 @@ class VATReportWizard(models.TransientModel):
                                 default='taxtags')
     tax_detail = fields.Boolean('Detail Taxes')
 
+    @api.onchange('company_id')
+    def onchange_company_id(self):
+        if self.company_id and self.date_range_id.company_id and \
+                self.date_range_id.company_id != self.company_id:
+            self.date_range_id = False
+
     @api.onchange('date_range_id')
     def onchange_date_range_id(self):
         """Handle date range change."""
         self.date_from = self.date_range_id.date_start
         self.date_to = self.date_range_id.date_end
 
+    @api.multi
+    @api.constrains('company_id', 'date_range_id')
+    def _check_company_id_date_range_id(self):
+        for rec in self.sudo():
+            if rec.company_id and rec.date_range_id.company_id and\
+                    rec.company_id != rec.date_range_id.company_id:
+                raise ValidationError(
+                    _('The Company in the Vat Report Wizard and in '
+                      'Date Range must be the same.'))
+
     @api.multi
     def button_export_html(self):
         self.ensure_one()