Merge PR #322 into 12.0

Signed-off-by pedrobaeza

account_bank_statement_clear_partner/README.rst

@@ -0,0 +1,91 @@
+==========================================
+Clear all partners in bank statement lines
+==========================================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Production/Stable
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github
+    :target: https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_clear_partner
+    :alt: OCA/bank-statement-import
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/bank-statement-import-12-0/bank-statement-import-12-0-account_bank_statement_clear_partner
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/174/12.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+
+This module extends the functionality of `account_bank_statement` to allow you to **Clear all partners in a bank statement lines** where the line hasn't been **reconciled**.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+
+To use this module, you need to:
+
+#. Enable the **Show Full Accounting Features** option for your user under **Settings** > **Users & Companies** > **Users**
+#. Go to **Invoicing**
+#. Click on the name of a bank journal (**Bank** in demo data for example)
+#. Select a bank statement
+#. Press "Clear partners" button located on the header.
+#. All the partners in non reconciled lines will be cleared.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_bank_statement_clear_partner%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Tecnativa
+
+Contributors
+~~~~~~~~~~~~
+
+
+* `Tecnativa <https://www.tecnativa.com>`__:
+
+  * João Marques
+  * Pedro M. Baeza
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_clear_partner>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_bank_statement_clear_partner/__init__.py

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+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import models

account_bank_statement_clear_partner/__manifest__.py

@@ -0,0 +1,18 @@
+# Copyright 2020 Tecnativa - João Marques
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Clear all partners in bank statement lines",
+    "version": "12.0.1.0.0",
+    # see https://odoo-community.org/page/development-status
+    "development_status": "Production/Stable",
+    "category": "Invoicing Management",
+    "website": "https://github.com/OCA/bank-statement-import",
+    "author": "Tecnativa, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "depends": [
+        'account',
+    ],
+    "data": [
+        "views/account_bank_statement_views.xml"
+    ]
+}

account_bank_statement_clear_partner/models/__init__.py

@@ -0,0 +1,3 @@
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import account_bank_statement

account_bank_statement_clear_partner/models/account_bank_statement.py

@@ -0,0 +1,13 @@
+# Copyright 2020 Tecnativa - João Marques
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class AccountBankStatementClearPartner(models.Model):
+    _inherit = "account.bank.statement"
+
+    def clear_partners(self):
+        self.mapped("line_ids").filtered(
+            lambda x: not x.journal_entry_ids and not x.account_id
+        ).write({"partner_id": False})

account_bank_statement_clear_partner/readme/CONTRIBUTORS.rst

@@ -0,0 +1,5 @@
+
+* `Tecnativa <https://www.tecnativa.com>`__:
+
+  * João Marques
+  * Pedro M. Baeza

account_bank_statement_clear_partner/readme/DESCRIPTION.rst

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+
+This module extends the functionality of `account_bank_statement` to allow you to **Clear all partners in a bank statement lines** where the line hasn't been **reconciled**.

account_bank_statement_clear_partner/readme/USAGE.rst

@@ -0,0 +1,9 @@
+
+To use this module, you need to:
+
+#. Enable the **Show Full Accounting Features** option for your user under **Settings** > **Users & Companies** > **Users**
+#. Go to **Invoicing**
+#. Click on the name of a bank journal (**Bank** in demo data for example)
+#. Select a bank statement
+#. Press "Clear partners" button located on the header.
+#. All the partners in non reconciled lines will be cleared.

account_bank_statement_clear_partner/static/description/index.html

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+<body>
+<div class="document" id="clear-all-partners-in-bank-statement-lines">
+<h1 class="title">Clear all partners in bank statement lines</h1>
+
+<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! This file is generated by oca-gen-addon-readme !!
+!! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
+<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Production/Stable" src="https://img.shields.io/badge/maturity-Production%2FStable-green.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_clear_partner"><img alt="OCA/bank-statement-import" src="https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/bank-statement-import-12-0/bank-statement-import-12-0-account_bank_statement_clear_partner"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/174/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
+<p>This module extends the functionality of <cite>account_bank_statement</cite> to allow you to <strong>Clear all partners in a bank statement lines</strong> where the line hasn’t been <strong>reconciled</strong>.</p>
+<p><strong>Table of contents</strong></p>
+<div class="contents local topic" id="contents">
+<ul class="simple">
+<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="usage">
+<h1><a class="toc-backref" href="#id1">Usage</a></h1>
+<p>To use this module, you need to:</p>
+<ol class="arabic simple">
+<li>Enable the <strong>Show Full Accounting Features</strong> option for your user under <strong>Settings</strong> &gt; <strong>Users &amp; Companies</strong> &gt; <strong>Users</strong></li>
+<li>Go to <strong>Invoicing</strong></li>
+<li>Click on the name of a bank journal (<strong>Bank</strong> in demo data for example)</li>
+<li>Select a bank statement</li>
+<li>Press “Clear partners” button located on the header.</li>
+<li>All the partners in non reconciled lines will be cleared.</li>
+</ol>
+</div>
+<div class="section" id="bug-tracker">
+<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1>
+<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues">GitHub Issues</a>.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+<a class="reference external" href="https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_bank_statement_clear_partner%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
+<p>Do not contact contributors directly about support or help with technical issues.</p>
+</div>
+<div class="section" id="credits">
+<h1><a class="toc-backref" href="#id3">Credits</a></h1>
+<div class="section" id="authors">
+<h2><a class="toc-backref" href="#id4">Authors</a></h2>
+<ul class="simple">
+<li>Tecnativa</li>
+</ul>
+</div>
+<div class="section" id="contributors">
+<h2><a class="toc-backref" href="#id5">Contributors</a></h2>
+<ul class="simple">
+<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
+<li>João Marques</li>
+<li>Pedro M. Baeza</li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="maintainers">
+<h2><a class="toc-backref" href="#id6">Maintainers</a></h2>
+<p>This module is maintained by the OCA.</p>
+<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
+<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.</p>
+<p>This module is part of the <a class="reference external" href="https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_clear_partner">OCA/bank-statement-import</a> project on GitHub.</p>
+<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
+</div>
+</div>
+</div>
+</body>
+</html>

account_bank_statement_clear_partner/tests/__init__.py

@@ -0,0 +1,3 @@
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0
+
+from . import test_account_bank_statement_clear_patner

account_bank_statement_clear_partner/tests/test_account_bank_statement_clear_patner.py

@@ -0,0 +1,83 @@
+# Copyright 2020 Tecnativa - João Marques
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0
+
+from odoo.tests import common
+
+
+class TestAccountBankStatementClearPartner(common.SavepointCase):
+    @classmethod
+    def setUpClass(cls):
+        super(TestAccountBankStatementClearPartner, cls).setUpClass()
+        cls.partner_1 = cls.env['res.partner'].create(
+            {
+                "name": "Partner 1",
+            }
+        )
+        cls.partner_2 = cls.env['res.partner'].create(
+            {
+                "name": "Partner 2",
+            }
+        )
+        cls.account_type_1 = cls.env['account.account.type'].create({
+            "name": "Test Account Type 1",
+            "type": "other"
+        })
+        cls.account_1 = cls.env['account.account'].create({
+            "name": "Test Account 1",
+            "code": "AAAAAAAAAAAAAAAA",
+            "user_type_id": cls.account_type_1.id,
+        })
+        cls.sequence_1 = cls.env['ir.sequence'].create({
+            "name": "Test Sequence 1",
+        })
+        cls.journal_1 = cls.env['account.journal'].create({
+            "name": "Test Journal 1",
+            "type": "bank",
+            "sequence_id": cls.sequence_1.id,
+        })
+        cls.statement_1 = cls.env["account.bank.statement"].create({
+            "name": "Test Bank Statement 1",
+            "journal_id": cls.journal_1.id,
+        })
+        cls.account_move_1 = cls.env["account.move"].create({
+            "name": "Test Account Move 1",
+            "journal_id": cls.journal_1.id,
+        })
+        cls.account_move_line_1 = cls.env["account.move.line"].create({
+            "move_id": cls.account_move_1.id,
+            "account_id": cls.account_1.id,
+        })
+        line_obj = cls.env["account.bank.statement.line"]
+        cls.st_line_w_partner_not_reconciled = line_obj.create({
+            "name": "Test Account Bank Statement 1",
+            "statement_id": cls.statement_1.id,
+            "partner_id": cls.partner_1.id,
+            "journal_entry_ids": False,
+            "account_id": False,
+        })
+        cls.st_line_wo_partner_not_reconciled = line_obj.create({
+            "name": "Test Account Bank Statement 2",
+            "statement_id": cls.statement_1.id,
+            "partner_id": False,
+            "journal_entry_ids": False,
+            "account_id": False,
+        })
+        cls.st_line_w_partner_reconciled = line_obj.create({
+            "name": "Test Account Bank Statement 3",
+            "statement_id": cls.statement_1.id,
+            "partner_id": cls.partner_2.id,
+        })
+        cls.account_move_line_1.write({
+            "statement_line_id": cls.st_line_w_partner_reconciled.id,
+        })
+
+    def test_bank_statements_clear_partner(self):
+        self.statement_1.clear_partners()
+        # Confirm statement_line_1 has no parter
+        self.assertFalse(
+            self.st_line_w_partner_not_reconciled.partner_id
+        )
+        # Confirm statement_line_3 still has partner because it was already reconciled
+        self.assertTrue(
+            self.st_line_w_partner_reconciled.partner_id
+        )

account_bank_statement_clear_partner/views/account_bank_statement_views.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!-- Copyright 2020 Tecnativa - João Marques
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+
+<odoo>
+    <record id="view_bank_statement_form" model="ir.ui.view">
+        <field name="model">account.bank.statement</field>
+        <field name="inherit_id" ref="account.view_bank_statement_form"></field>
+        <field name="arch" type="xml">
+            <button name="%(account.action_bank_reconcile_bank_statements)d" position="after">
+                <button name="clear_partners" string="Clear partners" type="object" class="oe_highlight" attrs="{'invisible':['|','|',('all_lines_reconciled','=',True),('line_ids','=',[]),('state', '!=', 'open')]}"/>
+            </button>
+        </field>
+    </record>
+</odoo>