Browse Source
[ADD] account_bank_statement_clear_partner: Clear all partners in a bank statement
12.0
[ADD] account_bank_statement_clear_partner: Clear all partners in a bank statement
12.0
João Marques
4 years ago
13 changed files with 681 additions and 0 deletions
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91account_bank_statement_clear_partner/README.rst
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3account_bank_statement_clear_partner/__init__.py
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18account_bank_statement_clear_partner/__manifest__.py
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3account_bank_statement_clear_partner/models/__init__.py
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13account_bank_statement_clear_partner/models/account_bank_statement.py
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0account_bank_statement_clear_partner/readme/CONFIGURE.rst
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5account_bank_statement_clear_partner/readme/CONTRIBUTORS.rst
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2account_bank_statement_clear_partner/readme/DESCRIPTION.rst
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9account_bank_statement_clear_partner/readme/USAGE.rst
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436account_bank_statement_clear_partner/static/description/index.html
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3account_bank_statement_clear_partner/tests/__init__.py
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83account_bank_statement_clear_partner/tests/test_account_bank_statement_clear_patner.py
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15account_bank_statement_clear_partner/views/account_bank_statement_views.xml
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========================================== |
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Clear all partners in bank statement lines |
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========================================== |
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
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!! changes will be overwritten. !! |
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png |
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:target: https://odoo-community.org/page/development-status |
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:alt: Production/Stable |
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png |
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
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:alt: License: AGPL-3 |
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github |
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:target: https://github.com/OCA/bank-statement-import/tree/12.0/account_bank_statement_clear_partner |
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:alt: OCA/bank-statement-import |
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png |
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:target: https://translation.odoo-community.org/projects/bank-statement-import-12-0/bank-statement-import-12-0-account_bank_statement_clear_partner |
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:alt: Translate me on Weblate |
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png |
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:target: https://runbot.odoo-community.org/runbot/174/12.0 |
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:alt: Try me on Runbot |
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|badge1| |badge2| |badge3| |badge4| |badge5| |
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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**. |
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**Table of contents** |
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.. contents:: |
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:local: |
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Usage |
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===== |
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To use this module, you need to: |
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#. Enable the **Show Full Accounting Features** option for your user under **Settings** > **Users & Companies** > **Users** |
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#. Go to **Invoicing** |
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#. Click on the name of a bank journal (**Bank** in demo data for example) |
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#. Select a bank statement |
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#. Press "Clear partners" button located on the header. |
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#. All the partners in non reconciled lines will be cleared. |
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Bug Tracker |
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=========== |
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_. |
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In case of trouble, please check there if your issue has already been reported. |
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If you spotted it first, help us smashing it by providing a detailed and welcomed |
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`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**>`_. |
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Do not contact contributors directly about support or help with technical issues. |
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Credits |
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======= |
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Authors |
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~~~~~~~ |
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* Tecnativa |
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Contributors |
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~~~~~~~~~~~~ |
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* `Tecnativa <https://www.tecnativa.com>`__: |
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* João Marques |
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* Pedro M. Baeza |
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Maintainers |
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~~~~~~~~~~~ |
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This module is maintained by the OCA. |
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.. image:: https://odoo-community.org/logo.png |
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:alt: Odoo Community Association |
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:target: https://odoo-community.org |
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OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use. |
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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. |
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). |
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from . import models |
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# Copyright 2020 Tecnativa - João Marques |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). |
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{ |
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"name": "Clear all partners in bank statement lines", |
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"version": "12.0.1.0.0", |
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# see https://odoo-community.org/page/development-status |
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"development_status": "Production/Stable", |
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"category": "Invoicing Management", |
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"website": "https://github.com/OCA/bank-statement-import", |
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"author": "Tecnativa, Odoo Community Association (OCA)", |
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"license": "AGPL-3", |
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"depends": [ |
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'account', |
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], |
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"data": [ |
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"views/account_bank_statement_views.xml" |
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] |
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} |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). |
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from . import account_bank_statement |
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# Copyright 2020 Tecnativa - João Marques |
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). |
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from odoo import models |
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class AccountBankStatementClearPartner(models.Model): |
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_inherit = "account.bank.statement" |
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def clear_partners(self): |
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self.mapped("line_ids").filtered( |
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lambda x: not x.journal_entry_ids and not x.account_id |
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).write({"partner_id": False}) |
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* `Tecnativa <https://www.tecnativa.com>`__: |
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* João Marques |
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* Pedro M. Baeza |
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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**. |
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To use this module, you need to: |
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#. Enable the **Show Full Accounting Features** option for your user under **Settings** > **Users & Companies** > **Users** |
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#. Go to **Invoicing** |
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#. Click on the name of a bank journal (**Bank** in demo data for example) |
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#. Select a bank statement |
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#. Press "Clear partners" button located on the header. |
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#. All the partners in non reconciled lines will be cleared. |
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<div class="document" id="clear-all-partners-in-bank-statement-lines"> |
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<h1 class="title">Clear all partners in bank statement lines</h1> |
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|
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
|||
!! changes will be overwritten. !! |
|||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> |
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<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> |
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<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> |
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<p><strong>Table of contents</strong></p> |
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<div class="contents local topic" id="contents"> |
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<ul class="simple"> |
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<li><a class="reference internal" href="#usage" id="id1">Usage</a></li> |
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<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> |
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<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> |
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<li><a class="reference internal" href="#authors" id="id4">Authors</a></li> |
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<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> |
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<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li> |
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</ul> |
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</li> |
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</ul> |
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</div> |
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<div class="section" id="usage"> |
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<h1><a class="toc-backref" href="#id1">Usage</a></h1> |
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<p>To use this module, you need to:</p> |
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<ol class="arabic simple"> |
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<li>Enable the <strong>Show Full Accounting Features</strong> option for your user under <strong>Settings</strong> > <strong>Users & Companies</strong> > <strong>Users</strong></li> |
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<li>Go to <strong>Invoicing</strong></li> |
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<li>Click on the name of a bank journal (<strong>Bank</strong> in demo data for example)</li> |
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<li>Select a bank statement</li> |
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<li>Press “Clear partners” button located on the header.</li> |
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<li>All the partners in non reconciled lines will be cleared.</li> |
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</ol> |
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</div> |
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<div class="section" id="bug-tracker"> |
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<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1> |
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/issues">GitHub Issues</a>. |
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In case of trouble, please check there if your issue has already been reported. |
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If you spotted it first, help us smashing it by providing a detailed and welcomed |
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<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> |
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<p>Do not contact contributors directly about support or help with technical issues.</p> |
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</div> |
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<div class="section" id="credits"> |
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<h1><a class="toc-backref" href="#id3">Credits</a></h1> |
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<div class="section" id="authors"> |
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<h2><a class="toc-backref" href="#id4">Authors</a></h2> |
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<ul class="simple"> |
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<li>Tecnativa</li> |
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</ul> |
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</div> |
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<div class="section" id="contributors"> |
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<h2><a class="toc-backref" href="#id5">Contributors</a></h2> |
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<ul class="simple"> |
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<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> |
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<li>João Marques</li> |
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<li>Pedro M. Baeza</li> |
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</ul> |
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</li> |
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</ul> |
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</div> |
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<div class="section" id="maintainers"> |
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<h2><a class="toc-backref" href="#id6">Maintainers</a></h2> |
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<p>This module is maintained by the OCA.</p> |
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> |
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use.</p> |
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<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> |
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<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> |
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</div> |
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</div> |
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</div> |
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</body> |
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</html> |
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@ -0,0 +1,3 @@ |
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# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0 |
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|
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from . import test_account_bank_statement_clear_patner |
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@ -0,0 +1,83 @@ |
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# Copyright 2020 Tecnativa - João Marques |
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# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0 |
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|
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from odoo.tests import common |
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|
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|
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class TestAccountBankStatementClearPartner(common.SavepointCase): |
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@classmethod |
|||
def setUpClass(cls): |
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super(TestAccountBankStatementClearPartner, cls).setUpClass() |
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cls.partner_1 = cls.env['res.partner'].create( |
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{ |
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"name": "Partner 1", |
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} |
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) |
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cls.partner_2 = cls.env['res.partner'].create( |
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{ |
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"name": "Partner 2", |
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} |
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) |
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cls.account_type_1 = cls.env['account.account.type'].create({ |
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"name": "Test Account Type 1", |
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"type": "other" |
|||
}) |
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cls.account_1 = cls.env['account.account'].create({ |
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"name": "Test Account 1", |
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"code": "AAAAAAAAAAAAAAAA", |
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"user_type_id": cls.account_type_1.id, |
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}) |
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cls.sequence_1 = cls.env['ir.sequence'].create({ |
|||
"name": "Test Sequence 1", |
|||
}) |
|||
cls.journal_1 = cls.env['account.journal'].create({ |
|||
"name": "Test Journal 1", |
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"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 |
|||
) |
|||
@ -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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