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[ADD] account_move_line_drilldown
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112
account_move_line_drilldown/README.rst
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112
account_move_line_drilldown/README.rst
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======================
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Journal Item Drilldown
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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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||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
|
||||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
|
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:alt: Beta
|
||||
.. |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
|
||||
:alt: License: AGPL-3
|
||||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github
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||||
:target: https://github.com/OCA/account-financial-tools/tree/12.0/account_move_line_drilldown
|
||||
:alt: OCA/account-financial-tools
|
||||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
|
||||
:target: https://translation.odoo-community.org/projects/account-financial-tools-12-0/account-financial-tools-12-0-account_move_line_drilldown
|
||||
:alt: Translate me on Weblate
|
||||
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
|
||||
:target: https://runbot.odoo-community.org/runbot/92/12.0
|
||||
:alt: Try me on Runbot
|
||||
|
||||
|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows the Billing Manager to navigate the amounts in the chart
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of accounts across the first two levels of the account group hierarchy plus
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the account level.
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**Table of contents**
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.. contents::
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:local:
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Installation
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============
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To allow the user to browse through the first two levels of the chart of account
|
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codes, this module adds two dedicated columns to the journal item table to
|
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store top level, and the top - 1 level of the account group hierarchy that the
|
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journal item belongs to. The columns are populated automatically during the
|
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installation of the module. The installation will take about 2 minutes for every
|
||||
million move lines in your database.
|
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|
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Configuration
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=============
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In order to enable the pseudohierachy that this module exposes in its move
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line pivot view, you need to configure the account group on all accounts in
|
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your chart of accounts.
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Usage
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=====
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Go to Invoicing -> Reporting -> Management -> Journal Item Drilldown to browse
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journal items across the first two levels of the account group hierarchy plus
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the account level.
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By default, you will get a pivot view with the three levels expanded:
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_move_line_drilldown/static/description/drilldown_pivot.png
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:scale: 80 %
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:alt: journal Item Drilldown pivot view
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|
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The three levels are: the top level of the account.group hierarchy,
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the top - 1 level of the account.group hierarchy, and the account
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itself. You can easily collapse a level by deselecting them in the `Group By`
|
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dropdown in the search bar.
|
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|
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You can also browse the journal items by switching to the tree view and click
|
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through the grouping levels in that view.
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.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_move_line_drilldown/static/description/drilldown_tree.png
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:scale: 80 %
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:alt: journal Item Drilldown tree view
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/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/account-financial-tools/issues/new?body=module:%20account_move_line_drilldown%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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* Opener B.V.
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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/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/12.0/account_move_line_drilldown>`_ 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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2
account_move_line_drilldown/__init__.py
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2
account_move_line_drilldown/__init__.py
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from .hooks import post_init_hook, pre_init_hook
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from . import models
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21
account_move_line_drilldown/__manifest__.py
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21
account_move_line_drilldown/__manifest__.py
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# Copyright 2021 Opener B.V. <stefan@opener.amsterdam>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
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{
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"name": "Journal Item Drilldown",
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"version": "12.0.1.0.0",
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"category": "Accounting",
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"license": "AGPL-3",
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"summary": "Group journal items by the first 2 account group levels",
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"author": "Opener B.V., Odoo Community Association (OCA)",
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"website": "https://github.com/OCA/account-financial-tools",
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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_move_line_view.xml",
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],
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"post_init_hook": "post_init_hook",
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"pre_init_hook": "pre_init_hook",
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"installable": True,
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}
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26
account_move_line_drilldown/hooks.py
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26
account_move_line_drilldown/hooks.py
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# Copyright 2021 Opener B.V. <stefan@opener.amsterdam>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
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from odoo import api, SUPERUSER_ID
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def pre_init_hook(cr):
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"""Prevent the compute method from kicking in.
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Population of the columns is triggered in the post_init_hook
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"""
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cr.execute(
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"""
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alter table account_account
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add column if not exists root_group_id INTEGER,
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add column if not exists sub_group_id INTEGER;
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alter table account_move_line
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add column if not exists account_root_group_id INTEGER,
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add column if not exists account_sub_group_id INTEGER;
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""")
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def post_init_hook(cr, registry):
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"""Populate the columns created in the pre-init-hook
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"""
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env = api.Environment(cr, SUPERUSER_ID, {})
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env["account.group"]._account_groups_compute()
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3
account_move_line_drilldown/models/__init__.py
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3
account_move_line_drilldown/models/__init__.py
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from . import account_account
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from . import account_group
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from . import account_move_line
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28
account_move_line_drilldown/models/account_account.py
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28
account_move_line_drilldown/models/account_account.py
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@@ -0,0 +1,28 @@
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# Copyright 2021 Opener B.V. <stefan@opener.amsterdam>
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
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from odoo import api, fields, models
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class AccountAccount(models.Model):
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_inherit = "account.account"
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root_group_id = fields.Many2one(
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comodel_name="account.group", string="Root Group",
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compute="_compute_account_groups", index=True, store=True)
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sub_group_id = fields.Many2one(
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comodel_name="account.group", string="Sub Group",
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compute="_compute_account_groups", index=True, store=True)
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@api.depends("group_id")
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def _compute_account_groups(self):
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"""Provide the root and sub group for each account"""
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if not self.ids:
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return
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for account in self:
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sub_group = self.env["account.group"]
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root_group = account.group_id
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while root_group.parent_id:
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sub_group = root_group
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root_group = sub_group.parent_id
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account.root_group_id = root_group
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account.sub_group_id = sub_group
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79
account_move_line_drilldown/models/account_group.py
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79
account_move_line_drilldown/models/account_group.py
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# Copyright 2021 Opener B.V. <stefan@opener.amsterdam>
|
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
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||||
import logging
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from odoo import models
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class AccountGroup(models.Model):
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_inherit = "account.group"
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def _parent_store_update(self):
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"""Propagated the updated parent structure to accounts and move lines
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"""
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res = super()._parent_store_update()
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if self:
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self._account_groups_compute()
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return res
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def _account_groups_compute(self):
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"""Set root and sub groups on accounts and move lines.
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Can be called on a recordset of account.group or with an empty `self`
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||||
to apply on all accounts with a group_id set.
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Only rewrite the move lines of the updated accounts, and take care
|
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not to select accounts that already have the current values set.
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"""
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self.env.cr.execute(
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||||
"""
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WITH vals AS (
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SELECT aa.id,
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CAST(split_part(ag.parent_path, '/', 1) AS INTEGER)
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||||
as root_group_id,
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CASE
|
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WHEN length(split_part(parent_path, '/', 2)) > 0
|
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THEN CAST(split_part(parent_path, '/', 2) AS INTEGER)
|
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ELSE NULL END AS sub_group_id
|
||||
FROM account_account aa
|
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JOIN account_group ag ON ag.id = aa.group_id
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""" + (" WHERE ag.id IN %s " if self.ids else "") +
|
||||
"""
|
||||
)
|
||||
UPDATE account_account aa
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SET root_group_id = vals.root_group_id,
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sub_group_id = vals.sub_group_id
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||||
FROM vals
|
||||
WHERE aa.id = vals.id
|
||||
AND (
|
||||
COALESCE(aa.root_group_id, 0) !=
|
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COALESCE(vals.root_group_id, 0)
|
||||
OR
|
||||
COALESCE(aa.sub_group_id, 0) !=
|
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COALESCE(vals.sub_group_id, 0)
|
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)
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RETURNING aa.id;
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""",
|
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(tuple(self.ids),) if self.ids else ())
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account_ids = [account_id for account_id, in self.env.cr.fetchall()]
|
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if not account_ids:
|
||||
return
|
||||
logging.getLogger(__name__).debug(
|
||||
"Recomputing the root and sub groups of all move lines of %s "
|
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"account(s).", len(account_ids))
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self.env.cr.execute(
|
||||
"""
|
||||
UPDATE account_move_line aml
|
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SET account_root_group_id = aa.root_group_id,
|
||||
account_sub_group_id = aa.sub_group_id
|
||||
FROM account_account aa
|
||||
WHERE aml.account_id = aa.id
|
||||
AND aa.id IN %s
|
||||
""", (tuple(account_ids),))
|
||||
self.env.cache.invalidate([
|
||||
(self.env["account.account"]._fields['root_group_id'], None),
|
||||
(self.env["account.account"]._fields['sub_group_id'], None),
|
||||
(self.env["account.move.line"]._fields['account_root_group_id'],
|
||||
None),
|
||||
(self.env["account.move.line"]._fields['account_sub_group_id'],
|
||||
None),
|
||||
])
|
||||
16
account_move_line_drilldown/models/account_move_line.py
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16
account_move_line_drilldown/models/account_move_line.py
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|
||||
# Copyright 2021 Opener B.V. <stefan@opener.amsterdam>
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
|
||||
from odoo import fields, models
|
||||
|
||||
|
||||
class AccountMoveLine(models.Model):
|
||||
_inherit = "account.move.line"
|
||||
|
||||
account_root_group_id = fields.Many2one(
|
||||
comodel_name="account.group", string="Account Root Group",
|
||||
related="account_id.root_group_id",
|
||||
index=True, readonly=True, store=True)
|
||||
account_sub_group_id = fields.Many2one(
|
||||
comodel_name="account.group", string="Account Sub Group",
|
||||
related="account_id.sub_group_id",
|
||||
index=True, readonly=True, store=True)
|
||||
3
account_move_line_drilldown/readme/CONFIGURE.rst
Normal file
3
account_move_line_drilldown/readme/CONFIGURE.rst
Normal file
@@ -0,0 +1,3 @@
|
||||
In order to enable the pseudohierachy that this module exposes in its move
|
||||
line pivot view, you need to configure the account group on all accounts in
|
||||
your chart of accounts.
|
||||
1
account_move_line_drilldown/readme/CONTRIBUTORS.readme
Normal file
1
account_move_line_drilldown/readme/CONTRIBUTORS.readme
Normal file
@@ -0,0 +1 @@
|
||||
* Stefan Rijnhart <stefan@opener.amsterdam>
|
||||
3
account_move_line_drilldown/readme/DESCRIPTION.rst
Normal file
3
account_move_line_drilldown/readme/DESCRIPTION.rst
Normal file
@@ -0,0 +1,3 @@
|
||||
This module allows the Billing Manager to navigate the amounts in the chart
|
||||
of accounts across the first two levels of the account group hierarchy plus
|
||||
the account level.
|
||||
6
account_move_line_drilldown/readme/INSTALL.rst
Normal file
6
account_move_line_drilldown/readme/INSTALL.rst
Normal file
@@ -0,0 +1,6 @@
|
||||
To allow the user to browse through the first two levels of the chart of account
|
||||
codes, this module adds two dedicated columns to the journal item table to
|
||||
store top level, and the top - 1 level of the account group hierarchy that the
|
||||
journal item belongs to. The columns are populated automatically during the
|
||||
installation of the module. The installation will take about 2 minutes for every
|
||||
million move lines in your database.
|
||||
21
account_move_line_drilldown/readme/USAGE.rst
Normal file
21
account_move_line_drilldown/readme/USAGE.rst
Normal file
@@ -0,0 +1,21 @@
|
||||
Go to Invoicing -> Reporting -> Management -> Journal Item Drilldown to browse
|
||||
journal items across the first two levels of the account group hierarchy plus
|
||||
the account level.
|
||||
|
||||
By default, you will get a pivot view with the three levels expanded:
|
||||
|
||||
.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_move_line_drilldown/static/description/drilldown_pivot.png
|
||||
:scale: 80 %
|
||||
:alt: journal Item Drilldown pivot view
|
||||
|
||||
The three levels are: the top level of the account.group hierarchy,
|
||||
the top - 1 level of the account.group hierarchy, and the account
|
||||
itself. You can easily collapse a level by deselecting them in the `Group By`
|
||||
dropdown in the search bar.
|
||||
|
||||
You can also browse the journal items by switching to the tree view and click
|
||||
through the grouping levels in that view.
|
||||
|
||||
.. figure:: https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_move_line_drilldown/static/description/drilldown_tree.png
|
||||
:scale: 80 %
|
||||
:alt: journal Item Drilldown tree view
|
||||
Binary file not shown.
|
After Width: | Height: | Size: 100 KiB |
Binary file not shown.
|
After Width: | Height: | Size: 161 KiB |
455
account_move_line_drilldown/static/description/index.html
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455
account_move_line_drilldown/static/description/index.html
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|
||||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
|
||||
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="generator" content="Docutils: http://docutils.sourceforge.net/" />
|
||||
<title>Journal Item Drilldown</title>
|
||||
<style type="text/css">
|
||||
|
||||
/*
|
||||
:Author: David Goodger (goodger@python.org)
|
||||
:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $
|
||||
:Copyright: This stylesheet has been placed in the public domain.
|
||||
|
||||
Default cascading style sheet for the HTML output of Docutils.
|
||||
|
||||
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to
|
||||
customize this style sheet.
|
||||
*/
|
||||
|
||||
/* used to remove borders from tables and images */
|
||||
.borderless, table.borderless td, table.borderless th {
|
||||
border: 0 }
|
||||
|
||||
table.borderless td, table.borderless th {
|
||||
/* Override padding for "table.docutils td" with "! important".
|
||||
The right padding separates the table cells. */
|
||||
padding: 0 0.5em 0 0 ! important }
|
||||
|
||||
.first {
|
||||
/* Override more specific margin styles with "! important". */
|
||||
margin-top: 0 ! important }
|
||||
|
||||
.last, .with-subtitle {
|
||||
margin-bottom: 0 ! important }
|
||||
|
||||
.hidden {
|
||||
display: none }
|
||||
|
||||
.subscript {
|
||||
vertical-align: sub;
|
||||
font-size: smaller }
|
||||
|
||||
.superscript {
|
||||
vertical-align: super;
|
||||
font-size: smaller }
|
||||
|
||||
a.toc-backref {
|
||||
text-decoration: none ;
|
||||
color: black }
|
||||
|
||||
blockquote.epigraph {
|
||||
margin: 2em 5em ; }
|
||||
|
||||
dl.docutils dd {
|
||||
margin-bottom: 0.5em }
|
||||
|
||||
object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
|
||||
overflow: hidden;
|
||||
}
|
||||
|
||||
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
||||
*/
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
||||
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|
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|
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|
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|
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pre.code .ln { color: grey; } /* line numbers */
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pre.code, code { background-color: #eeeeee }
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|
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|
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|
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/* font-size relative to parent (h1..h6 element) */
|
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|
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|
||||
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|
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|
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|
||||
|
||||
table.docinfo {
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||||
|
||||
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|
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|
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|
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|
||||
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|
||||
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|
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|
||||
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|
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|
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|
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|
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|
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|
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|
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|
||||
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|
||||
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|
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|
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|
||||
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|
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|
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|
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|
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|
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|
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|
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|
||||
|
||||
ul.auto-toc {
|
||||
list-style-type: none }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="journal-item-drilldown">
|
||||
<h1 class="title">Journal Item Drilldown</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="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.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/account-financial-tools/tree/12.0/account_move_line_drilldown"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-financial-tools-12-0/account-financial-tools-12-0-account_move_line_drilldown"><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/92/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module allows the Billing Manager to navigate the amounts in the chart
|
||||
of accounts across the first two levels of the account group hierarchy plus
|
||||
the account level.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
|
||||
<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="installation">
|
||||
<h1><a class="toc-backref" href="#id1">Installation</a></h1>
|
||||
<p>To allow the user to browse through the first two levels of the chart of account
|
||||
codes, this module adds two dedicated columns to the journal item table to
|
||||
store top level, and the top - 1 level of the account group hierarchy that the
|
||||
journal item belongs to. The columns are populated automatically during the
|
||||
installation of the module. The installation will take about 2 minutes for every
|
||||
million move lines in your database.</p>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#id2">Configuration</a></h1>
|
||||
<p>In order to enable the pseudohierachy that this module exposes in its move
|
||||
line pivot view, you need to configure the account group on all accounts in
|
||||
your chart of accounts.</p>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#id3">Usage</a></h1>
|
||||
<p>Go to Invoicing -> Reporting -> Management -> Journal Item Drilldown to browse
|
||||
journal items across the first two levels of the account group hierarchy plus
|
||||
the account level.</p>
|
||||
<p>By default, you will get a pivot view with the three levels expanded:</p>
|
||||
<blockquote>
|
||||
<div class="figure">
|
||||
<img alt="journal Item Drilldown pivot view" src="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_move_line_drilldown/static/description/drilldown_pivot.png" />
|
||||
</div>
|
||||
</blockquote>
|
||||
<p>The three levels are: the top level of the account.group hierarchy,
|
||||
the top - 1 level of the account.group hierarchy, and the account
|
||||
itself. You can easily collapse a level by deselecting them in the <cite>Group By</cite>
|
||||
dropdown in the search bar.</p>
|
||||
<p>You can also browse the journal items by switching to the tree view and click
|
||||
through the grouping levels in that view.</p>
|
||||
<blockquote>
|
||||
<div class="figure">
|
||||
<img alt="journal Item Drilldown tree view" src="https://raw.githubusercontent.com/OCA/account-financial-tools/12.0/account_move_line_drilldown/static/description/drilldown_tree.png" />
|
||||
</div>
|
||||
</blockquote>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/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/account-financial-tools/issues/new?body=module:%20account_move_line_drilldown%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="#id5">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#id6">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Opener B.V.</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#id7">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/account-financial-tools/tree/12.0/account_move_line_drilldown">OCA/account-financial-tools</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>
|
||||
1
account_move_line_drilldown/tests/__init__.py
Normal file
1
account_move_line_drilldown/tests/__init__.py
Normal file
@@ -0,0 +1 @@
|
||||
from . import test_account_move_line_drilldown
|
||||
@@ -0,0 +1,78 @@
|
||||
# Copyright 2021 Opener B.V. <stefan@opener.amsterdam>
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
|
||||
from odoo.tests.common import SavepointCase, tagged
|
||||
|
||||
|
||||
@tagged('post_install', '-at_install')
|
||||
class TestAccountMoveLineDrilldown(SavepointCase):
|
||||
@classmethod
|
||||
def setUpClass(cls):
|
||||
super().setUpClass()
|
||||
cls.journal = cls.env["account.journal"].search(
|
||||
[("company_id", "=", cls.env.user.company_id.id)], limit=1)
|
||||
cls.accounts = cls.env["account.account"].search(
|
||||
[("company_id", "=", cls.env.user.company_id.id)], limit=3)
|
||||
cls.group1 = cls.env["account.group"].create({
|
||||
"name": "1",
|
||||
"code_prefix": "1",
|
||||
})
|
||||
cls.group12 = cls.env["account.group"].create({
|
||||
"name": "12",
|
||||
"code_prefix": "12",
|
||||
"parent_id": cls.group1.id,
|
||||
})
|
||||
cls.group123 = cls.env["account.group"].create({
|
||||
"name": "123",
|
||||
"code_prefix": "123",
|
||||
"parent_id": cls.group12.id,
|
||||
})
|
||||
cls.group124 = cls.env["account.group"].create({
|
||||
"name": "124",
|
||||
"code_prefix": "124",
|
||||
"parent_id": cls.group12.id,
|
||||
})
|
||||
cls.group15 = cls.env["account.group"].create({
|
||||
"name": "15",
|
||||
"code_prefix": "15",
|
||||
"parent_id": cls.group1.id,
|
||||
})
|
||||
cls.group156 = cls.env["account.group"].create({
|
||||
"name": "156",
|
||||
"code_prefix": "156",
|
||||
"parent_id": cls.group15.id,
|
||||
})
|
||||
|
||||
def test_account_move_line_drilldown(self):
|
||||
"""Fields from this module are computed as expected"""
|
||||
move = self.env['account.move'].create({
|
||||
'journal_id': self.journal.id,
|
||||
'line_ids': [
|
||||
(0, 0, {'debit': 100.0, 'account_id': self.accounts[0].id}),
|
||||
(0, 0, {'credit': 100.0, 'account_id': self.accounts[1].id}),
|
||||
],
|
||||
})
|
||||
move_line = move.line_ids[0]
|
||||
account = move_line.account_id
|
||||
account.group_id = self.group123
|
||||
self.assertEqual(move_line.account_root_group_id, self.group1)
|
||||
self.assertEqual(move_line.account_sub_group_id, self.group12)
|
||||
|
||||
account.group_id = self.group12
|
||||
self.assertEqual(move_line.account_root_group_id, self.group1)
|
||||
self.assertEqual(move_line.account_sub_group_id, self.group12)
|
||||
|
||||
account.group_id = self.group1
|
||||
self.assertEqual(move_line.account_root_group_id, self.group1)
|
||||
self.assertFalse(move_line.account_sub_group_id)
|
||||
|
||||
account.group_id = self.group156
|
||||
self.assertEqual(move_line.account_root_group_id, self.group1)
|
||||
self.assertEqual(move_line.account_sub_group_id, self.group15)
|
||||
|
||||
self.group156.parent_id = self.group123
|
||||
self.assertEqual(move_line.account_root_group_id, self.group1)
|
||||
self.assertEqual(move_line.account_sub_group_id, self.group12)
|
||||
|
||||
self.group156.parent_id = False
|
||||
self.assertEqual(move_line.account_root_group_id, self.group156)
|
||||
self.assertFalse(move_line.account_sub_group_id)
|
||||
30
account_move_line_drilldown/views/account_move_line_view.xml
Normal file
30
account_move_line_drilldown/views/account_move_line_view.xml
Normal file
@@ -0,0 +1,30 @@
|
||||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
<record id="view_account_move_line_filter" model="ir.ui.view">
|
||||
<field name="inherit_id" ref="account.view_account_move_line_filter"/>
|
||||
<field name="model">account.move.line</field>
|
||||
<field name="arch" type="xml">
|
||||
<filter name="account" position="before">
|
||||
<filter name="group_by_account_root_group_id" string="Account Root Group"
|
||||
context="{'group_by': 'account_root_group_id'}"/>
|
||||
<filter name="group_by_account_sub_group_id" string="Account Sub Group"
|
||||
context="{'group_by': 'account_sub_group_id'}"/>
|
||||
</filter>
|
||||
</field>
|
||||
</record>
|
||||
<record id="account_move_line_drilldown_action" model="ir.actions.act_window">
|
||||
<field name="name">Journal Item Drilldown</field>
|
||||
<field name="res_model">account.move.line</field>
|
||||
<field name="view_mode">pivot,tree,form</field>
|
||||
<field name="context">{
|
||||
"search_default_group_by_account_root_group_id": 1,
|
||||
"search_default_group_by_account_sub_group_id": 1,
|
||||
"search_default_account": 1,
|
||||
}</field>
|
||||
</record>
|
||||
<menuitem action="account_move_line_drilldown_action"
|
||||
id="account_move_line_drilldown_menu"
|
||||
parent="account.menu_finance_entries_accounting_entries"
|
||||
sequence="11" groups="account.group_account_manager"
|
||||
/>
|
||||
</odoo>
|
||||
Reference in New Issue
Block a user