Browse Source

[ADD] account_bank_statement_clear_partner: Clear all partners in a bank statement

12.0
João Marques 4 years ago
parent
commit
914f880e63
  1. 91
      account_bank_statement_clear_partner/README.rst
  2. 3
      account_bank_statement_clear_partner/__init__.py
  3. 18
      account_bank_statement_clear_partner/__manifest__.py
  4. 3
      account_bank_statement_clear_partner/models/__init__.py
  5. 13
      account_bank_statement_clear_partner/models/account_bank_statement.py
  6. 0
      account_bank_statement_clear_partner/readme/CONFIGURE.rst
  7. 5
      account_bank_statement_clear_partner/readme/CONTRIBUTORS.rst
  8. 2
      account_bank_statement_clear_partner/readme/DESCRIPTION.rst
  9. 9
      account_bank_statement_clear_partner/readme/USAGE.rst
  10. 436
      account_bank_statement_clear_partner/static/description/index.html
  11. 3
      account_bank_statement_clear_partner/tests/__init__.py
  12. 83
      account_bank_statement_clear_partner/tests/test_account_bank_statement_clear_patner.py
  13. 15
      account_bank_statement_clear_partner/views/account_bank_statement_views.xml

91
account_bank_statement_clear_partner/README.rst

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==========================================
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
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: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.

3
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

18
account_bank_statement_clear_partner/__manifest__.py

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# 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"
]
}

3
account_bank_statement_clear_partner/models/__init__.py

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

13
account_bank_statement_clear_partner/models/account_bank_statement.py

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# 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})

0
account_bank_statement_clear_partner/readme/CONFIGURE.rst

5
account_bank_statement_clear_partner/readme/CONTRIBUTORS.rst

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* `Tecnativa <https://www.tecnativa.com>`__:
* João Marques
* Pedro M. Baeza

2
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**.

9
account_bank_statement_clear_partner/readme/USAGE.rst

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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.

436
account_bank_statement_clear_partner/static/description/index.html

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<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>

3
account_bank_statement_clear_partner/tests/__init__.py

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# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0
from . import test_account_bank_statement_clear_patner

83
account_bank_statement_clear_partner/tests/test_account_bank_statement_clear_patner.py

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# 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
)

15
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>
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