[ADD] account_group: Groups for accounts

Installation
============

If you have already the chart of accounts loaded on your company, you will
need to update it through the module `account_chart_update`. Follow the
instructions on that module for that.

Configuration
=============

To configure account groups, you need to:

* Be "Account / Adviser" role.
* Go to *Invoicing > Configuration > Accounts Groups*.
* Create or modify existing groups.

For assigning groups to account templates, you have to:

* Set the group on your account chart module or extension.
* Or develop/create UI access.

When you have groups on your account templates, you can load a chart template
for a new company, and they will be transferred to created accounts.

Usage
=====

For assigning groups to accounts:

* Go to *Invoicing > Adviser > Chart of Accounts*.
* Edit one account and set "Group" field.
This commit is contained in:
Pedro M. Baeza
2018-09-17 19:46:44 +02:00
parent ce9b358cc0
commit 9015eb9736
19 changed files with 989 additions and 0 deletions

115
account_group/README.rst Normal file
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===================
Groups for accounts
===================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |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%2Faccount--financial--tools-lightgray.png?logo=github
:target: https://github.com/OCA/account-financial-tools/tree/10.0/account_group
: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-10-0/account-financial-tools-10-0-account_group
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/92/10.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
This modules brings to version 10 the account group feature from v11.
It also includes a level field for indicating the level depth of the account
group.
**Table of contents**
.. contents::
:local:
Installation
============
If you have already the chart of accounts loaded on your company, you will
need to update it through the module `account_chart_update`. Follow the
instructions on that module for that.
Configuration
=============
To configure account groups, you need to:
#. Be "Account / Adviser" role.
#. Go to *Invoicing/Accounting > Configuration > Accounting > Accounts Groups*.
#. Create or modify existing groups.
For assigning groups to account templates, you have to:
#. Set the group on your account chart module or extension.
#. Or develop/create UI access.
When you have groups on your account templates, you can load a chart template
for a new company, and they will be transferred to created accounts.
Usage
=====
For assigning groups to accounts:
#. Go to *Invoicing > Adviser > Chart of Accounts*.
#. Edit one account and set "Group" field.
Known issues / Roadmap
======================
* This module shouldn't be migrated to v11, as it's a native feature.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/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/account-financial-tools/issues/new?body=module:%20account_group%0Aversion:%2010.0%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>`__:
* 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/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/10.0/account_group>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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# coding: utf-8
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from . import models

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# coding: utf-8
# Copyright 2018 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Groups for accounts",
"summary": "Use v11 account groups feature",
"version": "10.0.1.0.0",
"category": "Accounting",
"website": "https://github.com/OCA/account-financial-tools",
"author": "Tecnativa,"
"Odoo Community Association (OCA)",
"license": "AGPL-3",
"installable": True,
"depends": [
"account",
],
"data": [
"security/ir.model.access.csv",
"views/account_account_views.xml",
"views/account_group_views.xml",
],
}

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account_group/i18n/es.po Normal file
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_group
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 10.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2018-09-17 17:46+0000\n"
"PO-Revision-Date: 2018-09-17 17:46+0000\n"
"Last-Translator: <>\n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: account_group
#: model:ir.model,name:account_group.model_account_account
msgid "Account"
msgstr "Cuenta"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_account_ids
msgid "Accounts"
msgstr "Cuentas"
#. module: account_group
#: model:ir.ui.view,arch_db:account_group.view_account_group_form
#: model:ir.ui.view,arch_db:account_group.view_account_group_search
#: model:ir.ui.view,arch_db:account_group.view_account_group_tree
msgid "Accounts Group"
msgstr "Grupo de cuentas"
#. module: account_group
#: model:ir.actions.act_window,name:account_group.action_account_group_tree
#: model:ir.ui.menu,name:account_group.account_group_menu
#: model:ir.ui.view,arch_db:account_group.view_account_group_search
msgid "Accounts Groups"
msgstr "Grupos de cuentas"
#. module: account_group
#: model:ir.model.fields,help:account_group.field_account_group_account_ids
msgid "Assigned accounts."
msgstr "Cuentas asignadas"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_code_prefix
msgid "Code prefix"
msgstr "Código prefijo"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_create_uid
msgid "Created by"
msgstr "Creado por"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_create_date
msgid "Created on"
msgstr "Creado el"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_display_name
msgid "Display Name"
msgstr "Nombre a mostrar"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_account_group_id
#: model:ir.model.fields,field_description:account_group.field_account_account_template_group_id
msgid "Group"
msgstr "Grupo"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_id
msgid "ID"
msgstr "ID"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group___last_update
msgid "Last Modified on"
msgstr "Última modificación en"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_write_uid
msgid "Last Updated by"
msgstr "Última actualización por"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_write_date
msgid "Last Updated on"
msgstr "Última actualización el"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_parent_left
msgid "Left Parent"
msgstr "Padre izquierdo"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_level
msgid "Level"
msgstr "Nivel"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_name
msgid "Name"
msgstr "Nombre"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_parent_id
msgid "Parent"
msgstr "Padre"
#. module: account_group
#: model:ir.model.fields,field_description:account_group.field_account_group_parent_right
msgid "Right Parent"
msgstr "Padre derecho"
#. module: account_group
#: model:ir.model,name:account_group.model_account_chart_template
msgid "Templates for Account Chart"
msgstr "Plantillas de plan contable"
#. module: account_group
#: model:ir.model,name:account_group.model_account_account_template
msgid "Templates for Accounts"
msgstr "Plantillas de cuentas"
#. module: account_group
#: model:ir.model,name:account_group.model_account_group
msgid "account.group"
msgstr "account.group"

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# coding: utf-8
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from . import account_account
from . import account_account_template
from . import account_chart_template
from . import account_group

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# coding: utf-8
# Copyright 2018 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from odoo import api, fields, models
class AccountAccount(models.Model):
_inherit = "account.account"
group_id = fields.Many2one(
comodel_name='account.group',
string="Group",
)
@api.onchange('code')
def onchange_code(self):
AccountGroup = self.env['account.group']
group = False
code_prefix = self.code
# find group with longest matching prefix
while code_prefix:
matching_group = AccountGroup.search([
('code_prefix', '=', code_prefix),
], limit=1)
if matching_group:
group = matching_group
break
code_prefix = code_prefix[:-1]
self.group_id = group

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# coding: utf-8
# Copyright 2018 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from odoo import fields, models
class AccountAccountTemplate(models.Model):
_inherit = "account.account.template"
group_id = fields.Many2one(
comodel_name='account.group',
string="Group",
)

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# coding: utf-8
# Copyright 2018 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from odoo import models
class AccountChartTemplate(models.Model):
_inherit = "account.chart.template"
def _get_account_vals(self, company, account_template, code_acc,
tax_template_ref):
"""Add account group to created accounts."""
res = super(AccountChartTemplate, self)._get_account_vals(
company, account_template, code_acc, tax_template_ref,
)
res['group_id'] = account_template.group_id.id
return res

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# coding: utf-8
# Copyright 2018 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from odoo import api, fields, models
from odoo.osv import expression
class AccountGroup(models.Model):
_name = 'account.group'
_parent_store = True
_parent_order = 'name'
_order = 'code_prefix'
parent_id = fields.Many2one(
comodel_name='account.group',
string="Parent",
index=True,
ondelete='cascade',
)
parent_left = fields.Integer(
string='Left Parent',
index=True,
)
parent_right = fields.Integer(
string='Right Parent',
index=True,
)
name = fields.Char(
required=True,
)
code_prefix = fields.Char()
account_ids = fields.One2many(
comodel_name='account.account',
inverse_name='group_id',
string='Accounts',
help="Assigned accounts.",
)
level = fields.Integer(
compute='_compute_level',
store=True,
)
@api.depends('parent_id')
def _compute_level(self):
for group in self:
level = 1
parent = group.parent_id
while parent:
level += 1
parent = parent.parent_id
group.level = level
def name_get(self):
result = []
for group in self:
name = group.name
if group.code_prefix:
name = group.code_prefix + ' ' + name
result.append((group.id, name))
return result
@api.model
def name_search(self, name='', args=None, operator='ilike', limit=100):
if not args:
args = []
criteria_operator = (
['|'] if operator not in expression.NEGATIVE_TERM_OPERATORS
else ['&', '!']
)
domain = criteria_operator + [
('code_prefix', '=ilike', name + '%'), ('name', operator, name)
]
return self.search(domain + args, limit=limit).name_get()

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To configure account groups, you need to:
#. Be "Account / Adviser" role.
#. Go to *Invoicing/Accounting > Configuration > Accounting > Accounts Groups*.
#. Create or modify existing groups.
For assigning groups to account templates, you have to:
#. Set the group on your account chart module or extension.
#. Or develop/create UI access.
When you have groups on your account templates, you can load a chart template
for a new company, and they will be transferred to created accounts.

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

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@@ -0,0 +1,4 @@
This modules brings to version 10 the account group feature from v11.
It also includes a level field for indicating the level depth of the account
group.

View File

@@ -0,0 +1,3 @@
If you have already the chart of accounts loaded on your company, you will
need to update it through the module `account_chart_update`. Follow the
instructions on that module for that.

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@@ -0,0 +1 @@
* This module shouldn't be migrated to v11, as it's a native feature.

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@@ -0,0 +1,4 @@
For assigning groups to accounts:
#. Go to *Invoicing > Adviser > Chart of Accounts*.
#. Edit one account and set "Group" field.

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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_account_group_manager,account.group,model_account_group,account.group_account_manager,1,1,1,1
access_account_group,account.group,model_account_group,account.group_account_user,1,0,0,0
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_account_group_manager account.group model_account_group account.group_account_manager 1 1 1 1
3 access_account_group account.group model_account_group account.group_account_user 1 0 0 0

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<div class="document" id="groups-for-accounts">
<h1 class="title">Groups for accounts</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/10.0/account_group"><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-10-0/account-financial-tools-10-0-account_group"><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/92/10.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This modules brings to version 10 the account group feature from v11.</p>
<p>It also includes a level field for indicating the level depth of the account
group.</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="#known-issues-roadmap" id="id4">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id5">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id6">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id7">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id8">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="installation">
<h1><a class="toc-backref" href="#id1">Installation</a></h1>
<p>If you have already the chart of accounts loaded on your company, you will
need to update it through the module <cite>account_chart_update</cite>. Follow the
instructions on that module for that.</p>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#id2">Configuration</a></h1>
<p>To configure account groups, you need to:</p>
<ol class="arabic simple">
<li>Be “Account / Adviser” role.</li>
<li>Go to <em>Invoicing/Accounting &gt; Configuration &gt; Accounting &gt; Accounts Groups</em>.</li>
<li>Create or modify existing groups.</li>
</ol>
<p>For assigning groups to account templates, you have to:</p>
<ol class="arabic simple">
<li>Set the group on your account chart module or extension.</li>
<li>Or develop/create UI access.</li>
</ol>
<p>When you have groups on your account templates, you can load a chart template
for a new company, and they will be transferred to created accounts.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id3">Usage</a></h1>
<p>For assigning groups to accounts:</p>
<ol class="arabic simple">
<li>Go to <em>Invoicing &gt; Adviser &gt; Chart of Accounts</em>.</li>
<li>Edit one account and set “Group” field.</li>
</ol>
</div>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h1>
<ul class="simple">
<li>This module shouldnt be migrated to v11, as its a native feature.</li>
</ul>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id5">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_group%0Aversion:%2010.0%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="#id6">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id7">Authors</a></h2>
<ul class="simple">
<li>Tecnativa</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id8">Contributors</a></h2>
<ul class="simple">
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Pedro M. Baeza</li>
</ul>
</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id9">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/10.0/account_group">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>
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<odoo>
<record id="view_account_form" model="ir.ui.view">
<field name="model">account.account</field>
<field name="inherit_id" ref="account.view_account_form"/>
<field name="arch" type="xml">
<field name="tag_ids" position="after">
<field name="group_id"/>
</field>
</field>
</record>
</odoo>

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<odoo>
<record id="view_account_group_form" model="ir.ui.view">
<field name="name">account.group.form</field>
<field name="model">account.group</field>
<field name="arch" type="xml">
<form string="Accounts Group">
<group>
<field name="name"/>
<field name="code_prefix"/>
<field name="parent_id"/>
<field name="level"/>
</group>
<group>
<group id="links">
<label for="account_ids"/>
<field name="account_ids"
widget="many2many"
nolabel="1"
options="{'no_create_edit': True}"
/>
</group>
</group>
</form>
</field>
</record>
<record id="view_account_group_search" model="ir.ui.view">
<field name="name">account.group.search</field>
<field name="model">account.group</field>
<field name="arch" type="xml">
<search string="Accounts Groups">
<field name="name"
filter_domain="['|', ('code_prefix', '=like', str(self) + '%'), ('name', 'ilike', self)]"
string="Accounts Group"/>
</search>
</field>
</record>
<record id="view_account_group_tree" model="ir.ui.view">
<field name="name">account.group.tree</field>
<field name="model">account.group</field>
<field name="arch" type="xml">
<tree string="Accounts Group">
<field name="code_prefix"/>
<field name="name"/>
<field name="level"/>
</tree>
</field>
</record>
<record id="action_account_group_tree" model="ir.actions.act_window">
<field name="name">Accounts Groups</field>
<field name="res_model">account.group</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="search_view_id" ref="view_account_group_search"/>
</record>
<menuitem id="account_group_menu"
action="action_account_group_tree"
sequence="50"
parent="account.account_account_menu"
/>
</odoo>