Browse Source

[FIX] account_financial_report: multicompany+layout behaviour (#498)

* Fix wizards for proper multicompany behaviour.
* Fix layout issue
pull/499/head
Jordi Ballester Alomar 5 years ago
committed by Pedro M. Baeza
parent
commit
83df6ee2f7
  1. 2
      account_financial_report/__manifest__.py
  2. 7
      account_financial_report/readme/HISTORY.rst
  3. 1
      account_financial_report/report/general_ledger.py
  4. 4
      account_financial_report/report/templates/aged_partner_balance.xml
  5. 4
      account_financial_report/report/templates/general_ledger.xml
  6. 4
      account_financial_report/report/templates/journal_ledger.xml
  7. 4
      account_financial_report/report/templates/open_items.xml
  8. 4
      account_financial_report/report/templates/trial_balance.xml
  9. 4
      account_financial_report/report/templates/vat_report.xml
  10. 20
      account_financial_report/wizard/aged_partner_balance_wizard.py
  11. 4
      account_financial_report/wizard/aged_partner_balance_wizard_view.xml
  12. 29
      account_financial_report/wizard/general_ledger_wizard.py
  13. 8
      account_financial_report/wizard/general_ledger_wizard_view.xml
  14. 23
      account_financial_report/wizard/journal_ledger_wizard.py
  15. 20
      account_financial_report/wizard/open_items_wizard.py
  16. 2
      account_financial_report/wizard/open_items_wizard_view.xml
  17. 32
      account_financial_report/wizard/trial_balance_wizard.py
  18. 5
      account_financial_report/wizard/trial_balance_wizard_view.xml
  19. 12
      account_financial_report/wizard/vat_report_wizard.py
  20. 2
      account_financial_report/wizard/vat_report_wizard_view.xml

2
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': '11.0.2.4.0',
'version': '11.0.2.4.1',
'category': 'Reporting',
'summary': 'OCA Financial Reports',
'author': 'Camptocamp SA,'

7
account_financial_report/readme/HISTORY.rst

@ -1,3 +1,10 @@
11.0.2.4.1 (2019-01-08)
~~~~~~~~~~~~~~~~~~~~~~~
* Handle better multicompany behaviour
* Improve how title appears in the reports
11.0.2.3.1 (2018-11-29)
~~~~~~~~~~~~~~~~~~~~~~~

1
account_financial_report/report/general_ledger.py

@ -254,7 +254,6 @@ class GeneralLedgerReportCompute(models.TransientModel):
self._inject_partner_values()
if not self.filter_partner_ids:
self._inject_partner_values(only_empty_partner=True)
# Add unaffected earnings account
if (not self.filter_account_ids or
self.unaffected_earnings_account.id in

4
account_financial_report/report/templates/aged_partner_balance.xml

@ -17,9 +17,9 @@
<!-- Defines global variables used by internal layout -->
<t t-set="title">Aged Partner Balance - <t t-raw="o.company_id.name"/> - <t t-raw="o.company_id.currency_id.name"/></t>
<t t-set="company_name" t-value="o.company_id.name"/>
<div class="page data_table">
<div class="page">
<div class="row">
<h4 class="mt0" t-esc="title or 'Odoo Report'"/>
<h4 class="mt0" t-esc="title or 'Odoo Report'" style="text-align: center;"/>
</div>
<!-- Display filters -->
<t t-call="account_financial_report.report_aged_partner_balance_filters"/>

4
account_financial_report/report/templates/general_ledger.xml

@ -19,9 +19,9 @@
<!-- Defines global variables used by internal layout -->
<t t-set="title">General Ledger - <t t-raw="o.company_id.name"/> - <t t-raw="o.company_id.currency_id.name"/></t>
<t t-set="company_name" t-value="o.company_id.name"/>
<div class="page data_table">
<div class="page">
<div class="row">
<h4 class="mt0" t-esc="title or 'Odoo Report'"/>
<h4 class="mt0" t-esc="title or 'Odoo Report'" style="text-align: center;"/>
</div>
<!-- Display filters -->
<t t-call="account_financial_report.report_general_ledger_filters"/>

4
account_financial_report/report/templates/journal_ledger.xml

@ -16,9 +16,9 @@
<t t-set="display_account_name" t-value="o.with_account_name"/>
<t t-set="title">Journal Ledger - <t t-raw="o.company_id.name"/> - <t t-raw="o.company_id.currency_id.name"/></t>
<t t-set="company_name" t-value="o.company_id.name"/>
<div class="page data_table">
<div class="page">
<div class="row">
<h4 class="mt0" t-esc="title or 'Odoo Report'"/>
<h4 class="mt0" t-esc="title or 'Odoo Report'" style="text-align: center;"/>
</div>
<t t-if="o.group_option == 'none'">
<div class="page_break">

4
account_financial_report/report/templates/open_items.xml

@ -17,9 +17,9 @@
<!-- Defines global variables used by internal layout -->
<t t-set="title">Open Items - <t t-raw="o.company_id.name"/> - <t t-raw="o.company_id.currency_id.name"/></t>
<t t-set="company_name" t-value="o.company_id.name"/>
<div class="page data_table">
<div class="page">
<div class="row">
<h4 class="mt0" t-esc="title or 'Odoo Report'"/>
<h4 class="mt0" t-esc="title or 'Odoo Report'" style="text-align: center;"/>
</div>
<!-- Display filters -->
<t t-call="account_financial_report.report_open_items_filters"/>

4
account_financial_report/report/templates/trial_balance.xml

@ -19,9 +19,9 @@
<t t-set="title">Trial Balance - <t t-raw="o.company_id.name"/> - <t t-raw="o.company_id.currency_id.name"/></t>
<t t-set="company_name" t-value="o.company_id.name"/>
<t t-set="res_company" t-value="o.company_id"/>
<div class="page data_table">
<div class="page">
<div class="row">
<h4 class="mt0" t-esc="title or 'Odoo Report'"/>
<h4 class="mt0" t-esc="title or 'Odoo Report'" style="text-align: center;"/>
</div>
<!-- Display filters -->
<t t-call="account_financial_report.report_trial_balance_filters"/>

4
account_financial_report/report/templates/vat_report.xml

@ -14,9 +14,9 @@
<template id="account_financial_report.report_vat_report_base">
<t t-set="title">VAT Report - <t t-raw="o.company_id.name"/> - <t t-raw="o.company_id.currency_id.name"/></t>
<t t-set="company_name" t-value="o.company_id.name"/>
<div class="page data_table">
<div class="page">
<div class="row">
<h4 class="mt0" t-esc="title or 'Odoo Report'"/>
<h4 class="mt0" t-esc="title or 'Odoo Report'" style="text-align: center;"/>
</div>
<!-- Display filters -->
<t t-call="account_financial_report.report_vat_report_filters"/>

20
account_financial_report/wizard/aged_partner_balance_wizard.py

@ -17,7 +17,7 @@ class AgedPartnerBalanceWizard(models.TransientModel):
company_id = fields.Many2one(
comodel_name='res.company',
default=lambda self: self.env.user.company_id,
required=True,
required=False,
string='Company'
)
date_at = fields.Date(required=True,
@ -47,8 +47,22 @@ class AgedPartnerBalanceWizard(models.TransientModel):
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.receivable_accounts_only or self.payable_accounts_only:
self.onchange_type_accounts_only()
else:
self.account_ids = self.account_ids.filtered(
lambda a: a.company_id == self.company_id)
res = {'domain': {'account_ids': [],
'partner_ids': []}}
if not self.company_id:
return res
else:
res['domain']['account_ids'] += [
('company_id', '=', self.company_id.id)]
res['domain']['partner_ids'] += [
'|', ('company_id', '=', self.company_id.id),
('company_id', '=', False)]
return res
@api.onchange('receivable_accounts_only', 'payable_accounts_only')
def onchange_type_accounts_only(self):

4
account_financial_report/wizard/aged_partner_balance_wizard_view.xml

@ -23,8 +23,7 @@
<label for="partner_ids"/>
<field name="partner_ids" nolabel="1"
widget="many2many_tags"
options="{'no_create': True}"
domain="['|',('company_id','=',company_id), ('company_id','=',False)]"/>
options="{'no_create': True}"/>
</group>
<group name="account_filter" col="4">
<label for="account_ids" colspan="4"/>
@ -33,7 +32,6 @@
<field name="account_ids" nolabel="1"
widget="many2many_tags"
options="{'no_create': True}"
domain="[('company_id','=',company_id)]"
colspan="4"/>
</group>
<footer>

29
account_financial_report/wizard/general_ledger_wizard.py

@ -22,7 +22,7 @@ class GeneralLedgerReportWizard(models.TransientModel):
company_id = fields.Many2one(
comodel_name='res.company',
default=lambda self: self.env.user.company_id,
required=True,
required=False,
string='Company'
)
date_range_id = fields.Many2one(
@ -108,11 +108,34 @@ class GeneralLedgerReportWizard(models.TransientModel):
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.receivable_accounts_only or self.payable_accounts_only:
self.onchange_type_accounts_only()
else:
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)
res = {'domain': {'account_ids': [],
'partner_ids': [],
'cost_center_ids': [],
'date_range_id': []
}
}
if not self.company_id:
return res
else:
res['domain']['account_ids'] += [
('company_id', '=', self.company_id.id)]
res['domain']['partner_ids'] += [
'|', ('company_id', '=', self.company_id.id),
('company_id', '=', False)]
res['domain']['cost_center_ids'] += [
('company_id', '=', self.company_id.id)]
res['domain']['date_range_id'] += [
'|', ('company_id', '=', self.company_id.id),
('company_id', '=', False)]
return res
@api.onchange('date_range_id')
def onchange_date_range_id(self):

8
account_financial_report/wizard/general_ledger_wizard_view.xml

@ -13,8 +13,7 @@
<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"/>
<field name="date_from"/>
<field name="date_to"/>
<field name="fy_start_date" invisible="1"/>
@ -36,19 +35,16 @@
<field name="account_ids"
nolabel="1"
widget="many2many_tags"
options="{'no_create': True}"
domain="[('company_id','=',company_id)]"/>
options="{'no_create': True}"/>
</page>
<page string="Filter partners">
<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}"
domain="[('company_id','=',company_id)]"
groups="analytic.group_analytic_accounting"/>
</page>
<page string="Filter analytic tags">

23
account_financial_report/wizard/journal_ledger_wizard.py

@ -16,15 +16,12 @@ class JournalLedgerReportWizard(models.TransientModel):
comodel_name='res.company',
default=lambda self: self.env.user.company_id,
string='Company',
required=True,
required=False,
ondelete='cascade',
)
date_range_id = fields.Many2one(
comodel_name='date.range',
string='Date range',
domain="['|', "
"('company_id', '=', False),"
"('company_id', '=', company_id)]",
)
date_from = fields.Date(
string="Start date",
@ -37,7 +34,6 @@ class JournalLedgerReportWizard(models.TransientModel):
journal_ids = fields.Many2many(
comodel_name='account.journal',
string="Journals",
domain="[('company_id', '=', company_id)]",
required=False,
)
move_target = fields.Selection(
@ -89,6 +85,23 @@ class JournalLedgerReportWizard(models.TransientModel):
self.date_from = self.date_range_id.date_start
self.date_to = self.date_range_id.date_end
@api.onchange('company_id')
def onchange_company_id(self):
"""Handle company change."""
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.journal_ids:
self.journal_ids = self.journal_ids.filtered(
lambda p: p.company_id == self.company_id or not p.company_id)
res = {'domain': {'journal_ids': []}}
if not self.company_id:
return res
else:
res['domain']['journal_ids'] += [
('company_id', '=', self.company_id.id)]
return res
@api.multi
def button_export_html(self):
self.ensure_one()

20
account_financial_report/wizard/open_items_wizard.py

@ -17,7 +17,7 @@ class OpenItemsReportWizard(models.TransientModel):
company_id = fields.Many2one(
comodel_name='res.company',
default=lambda self: self.env.user.company_id,
required=True,
required=False,
string='Company'
)
date_at = fields.Date(required=True,
@ -60,8 +60,22 @@ class OpenItemsReportWizard(models.TransientModel):
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.receivable_accounts_only or self.payable_accounts_only:
self.onchange_type_accounts_only()
else:
self.account_ids = self.account_ids.filtered(
lambda a: a.company_id == self.company_id)
res = {'domain': {'account_ids': [],
'partner_ids': []}}
if not self.company_id:
return res
else:
res['domain']['account_ids'] += [
('company_id', '=', self.company_id.id)]
res['domain']['partner_ids'] += [
'|', ('company_id', '=', self.company_id.id),
('company_id', '=', False)]
return res
@api.onchange('receivable_accounts_only', 'payable_accounts_only')
def onchange_type_accounts_only(self):

2
account_financial_report/wizard/open_items_wizard_view.xml

@ -24,7 +24,6 @@
<label for="partner_ids"/>
<field name="partner_ids"
nolabel="1"
domain="['|',('company_id','=',company_id), ('company_id','=',False)]"
widget="many2many_tags"
options="{'no_create': True}"/>
</group>
@ -34,7 +33,6 @@
<field name="account_ids"
nolabel="1"
widget="many2many_tags"
domain="[('company_id','=',company_id)]"
options="{'no_create': True}"
colspan="4"/>
</group>

32
account_financial_report/wizard/trial_balance_wizard.py

@ -19,7 +19,7 @@ class TrialBalanceReportWizard(models.TransientModel):
company_id = fields.Many2one(
comodel_name='res.company',
default=lambda self: self.env.user.company_id,
required=True,
required=False,
string='Company'
)
date_range_id = fields.Many2one(
@ -115,9 +115,35 @@ class TrialBalanceReportWizard(models.TransientModel):
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(
if self.company_id and self.journal_ids:
self.journal_ids = self.journal_ids.filtered(
lambda a: a.company_id == self.company_id)
if self.company_id and self.account_ids:
if self.receivable_accounts_only or self.payable_accounts_only:
self.onchange_type_accounts_only()
else:
self.account_ids = self.account_ids.filtered(
lambda a: a.company_id == self.company_id)
res = {'domain': {'account_ids': [],
'partner_ids': [],
'date_range_id': [],
'journal_ids': [],
}
}
if not self.company_id:
return res
else:
res['domain']['account_ids'] += [
('company_id', '=', self.company_id.id)]
res['domain']['partner_ids'] += [
'|', ('company_id', '=', self.company_id.id),
('company_id', '=', False)]
res['domain']['date_range_id'] += [
'|', ('company_id', '=', self.company_id.id),
('company_id', '=', False)]
res['domain']['journal_ids'] += [
('company_id', '=', self.company_id.id)]
return res
@api.onchange('date_range_id')
def onchange_date_range_id(self):

5
account_financial_report/wizard/trial_balance_wizard_view.xml

@ -13,7 +13,7 @@
<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"/>
<field name="date_from"/>
<field name="date_to"/>
<field name="fy_start_date" invisible="1"/>
@ -32,14 +32,12 @@
<label for="partner_ids"/>
<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"
domain="[('company_id','=',company_id)]"
nolabel="1"
options="{'no_create': True}"
/>
@ -52,7 +50,6 @@
<field name="account_ids"
nolabel="1"
widget="many2many_tags"
domain="[('company_id','=',company_id)]"
options="{'no_create': True}"
colspan="4"/>
</group>

12
account_financial_report/wizard/vat_report_wizard.py

@ -13,7 +13,7 @@ class VATReportWizard(models.TransientModel):
company_id = fields.Many2one(
comodel_name='res.company',
default=lambda self: self.env.user.company_id,
required=True,
required=False,
string='Company'
)
date_range_id = fields.Many2one(
@ -34,6 +34,16 @@ class VATReportWizard(models.TransientModel):
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
res = {'domain': {'date_range_id': [],
}
}
if not self.company_id:
return res
else:
res['domain']['date_range_id'] += [
'|', ('company_id', '=', self.company_id.id),
('company_id', '=', False)]
return res
@api.onchange('date_range_id')
def onchange_date_range_id(self):

2
account_financial_report/wizard/vat_report_wizard_view.xml

@ -11,7 +11,7 @@
</group>
<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"/>
<field name="date_from"/>
<field name="date_to"/>
</group>

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