tocmo0nlord/Odoo-18.0-20251222
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

[IMP] account_financial_reports: Several improvements:

Browse Source 
* Move to less files to compile variables
* hide contacts on partner
* Add reports to res partner actions
* initialize wizard from context
* initialize wizard by current fiscal year
This commit is contained in:
Iryna Vushnevska
2019-01-28 02:06:36 +02:00
committed by chaule97
parent 0817cf3c4d
commit 8b43ea4758
26 changed files with 436 additions and 185 deletions
Download Patch File Download Diff File Expand all files Collapse all files

4
account_financial_report/wizard/aged_partner_balance_wizard.py
View File

@@ -60,8 +60,10 @@ class AgedPartnerBalanceWizard(models.TransientModel):
res['domain']['account_ids'] += [
('company_id', '=', self.company_id.id)]
res['domain']['partner_ids'] += [
'&',
'|', ('company_id', '=', self.company_id.id),
('company_id', '=', False)]
('company_id', '=', False),
('parent_id', '=', False)]
return res
@api.onchange('receivable_accounts_only', 'payable_accounts_only')

48
account_financial_report/wizard/general_ledger_wizard.py
View File

@@ -11,6 +11,7 @@ from odoo import api, fields, models, _
from odoo.tools.safe_eval import safe_eval
from odoo.tools import pycompat
from odoo.exceptions import ValidationError
import time
class GeneralLedgerReportWizard(models.TransientModel):
@@ -29,8 +30,10 @@ class GeneralLedgerReportWizard(models.TransientModel):
comodel_name='date.range',
string='Date range'
)
date_from = fields.Date(required=True)
date_to = fields.Date(required=True)
date_from = fields.Date(required=True,
default=lambda self: self._init_date_from())
date_to = fields.Date(required=True,
default=fields.Date.context_today)
fy_start_date = fields.Date(compute='_compute_fy_start_date')
target_move = fields.Selection([('posted', 'All Posted Entries'),
('all', 'All Entries')],
@@ -58,6 +61,7 @@ class GeneralLedgerReportWizard(models.TransientModel):
partner_ids = fields.Many2many(
comodel_name='res.partner',
string='Filter partners',
default=lambda self: self._default_partners(),
)
analytic_tag_ids = fields.Many2many(
comodel_name='account.analytic.tag',
@@ -80,9 +84,38 @@ class GeneralLedgerReportWizard(models.TransientModel):
string='Show foreign currency',
help='Display foreign currency for move lines, unless '
'account currency is not setup through chart of accounts '
'will display initial and final balance in that currency.'
'will display initial and final balance in that currency.',
default=lambda self: self._default_foreign_currency(),
)
def _init_date_from(self):
"""set start date to begin of current year if fiscal year running"""
today = fields.Date.context_today(self)
cur_month = fields.Date.from_string(today).month
cur_day = fields.Date.from_string(today).day
last_fsc_month = self.env.user.company_id.fiscalyear_last_month
last_fsc_day = self.env.user.company_id.fiscalyear_last_day
if cur_month < last_fsc_month \
or cur_month == last_fsc_month and cur_day <= last_fsc_day:
return time.strftime('%Y-01-01')
def _default_foreign_currency(self):
return self.env.user.has_group('base.group_multi_currency')
def _default_partners(self):
context = self.env.context
if context.get('active_ids') and context.get('active_model') \
== 'res.partner':
partner_ids = context['active_ids']
corp_partners = self.env['res.partner'].browse(partner_ids). \
filtered(lambda p: p.parent_id)
partner_ids = set(partner_ids) - set(corp_partners.ids)
partner_ids |= set(corp_partners.mapped('parent_id.id'))
return list(partner_ids)
@api.depends('date_from')
def _compute_fy_start_date(self):
for wiz in self.filtered('date_from'):
@@ -135,8 +168,10 @@ class GeneralLedgerReportWizard(models.TransientModel):
res['domain']['account_journal_ids'] += [
('company_id', '=', self.company_id.id)]
res['domain']['partner_ids'] += [
'&',
'|', ('company_id', '=', self.company_id.id),
('company_id', '=', False)]
('company_id', '=', False),
('parent_id', '=', False)]
res['domain']['cost_center_ids'] += [
('company_id', '=', self.company_id.id)]
res['domain']['date_range_id'] += [
@@ -147,8 +182,9 @@ class GeneralLedgerReportWizard(models.TransientModel):
@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
if self.date_range_id:
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')

13
account_financial_report/wizard/general_ledger_wizard_view.xml
View File

@@ -85,4 +85,17 @@
view_id="general_ledger_wizard"
target="new" />
<!--Add to res.partner action-->
<act_window id="act_action_general_ledger_wizard_partner_relation"
name="General Ledger"
res_model="general.ledger.report.wizard"
src_model="res.partner"
view_mode="form"
context="{
'default_receivable_accounts_only':1,
'default_payable_accounts_only':1,
}"
key2="client_action_multi"
target="new" />
</odoo>

24
account_financial_report/wizard/open_items_wizard.py
View File

@@ -44,14 +44,32 @@ class OpenItemsReportWizard(models.TransientModel):
partner_ids = fields.Many2many(
comodel_name='res.partner',
string='Filter partners',
default=lambda self: self._default_partners(),
)
foreign_currency = fields.Boolean(
string='Show foreign currency',
help='Display foreign currency for move lines, unless '
'account currency is not setup through chart of accounts '
'will display initial and final balance in that currency.'
'will display initial and final balance in that currency.',
default=lambda self: self._default_foreign_currency(),
)
def _default_foreign_currency(self):
return self.env.user.has_group('base.group_multi_currency')
def _default_partners(self):
context = self.env.context
if context.get('active_ids') and context.get('active_model') \
== 'res.partner':
partner_ids = context['active_ids']
corp_partners = self.env['res.partner'].browse(partner_ids). \
filtered(lambda p: p.parent_id)
partner_ids = set(partner_ids) - set(corp_partners.ids)
partner_ids |= set(corp_partners.mapped('parent_id.id'))
return list(partner_ids)
@api.onchange('company_id')
def onchange_company_id(self):
"""Handle company change."""
@@ -73,8 +91,10 @@ class OpenItemsReportWizard(models.TransientModel):
res['domain']['account_ids'] += [
('company_id', '=', self.company_id.id)]
res['domain']['partner_ids'] += [
'&',
'|', ('company_id', '=', self.company_id.id),
('company_id', '=', False)]
('company_id', '=', False),
('parent_id', '=', False)]
return res
@api.onchange('receivable_accounts_only', 'payable_accounts_only')

13
account_financial_report/wizard/open_items_wizard_view.xml
View File

@@ -58,4 +58,17 @@
view_id="open_items_wizard"
target="new" />
<!--Add to res.partner action-->
<act_window id="act_action_open_items_wizard_partner_relation"
name="Open Items Partner"
res_model="open.items.report.wizard"
src_model="res.partner"
view_mode="form"
context="{
'default_receivable_accounts_only':1,
'default_payable_accounts_only':1,
}"
key2="client_action_multi"
target="new" />
</odoo>

4
account_financial_report/wizard/trial_balance_wizard.py
View File

@@ -138,8 +138,10 @@ class TrialBalanceReportWizard(models.TransientModel):
res['domain']['account_ids'] += [
('company_id', '=', self.company_id.id)]
res['domain']['partner_ids'] += [
'&',
'|', ('company_id', '=', self.company_id.id),
('company_id', '=', False)]
('company_id', '=', False),
('parent_id', '=', False)]
res['domain']['date_range_id'] += [
'|', ('company_id', '=', self.company_id.id),
('company_id', '=', False)]