mirror of
https://github.com/OCA/account-financial-tools.git
synced 2025-02-02 12:47:26 +02:00
[IMP] : black, isort
This commit is contained in:
@@ -2,18 +2,14 @@
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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{
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'name': 'Account Lock To Date',
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'summary': """
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"name": "Account Lock To Date",
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"summary": """
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Allows to set an account lock date in the future.""",
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'version': '12.0.1.0.0',
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'license': 'AGPL-3',
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'author': 'ForgeFlow, Odoo Community Association (OCA)',
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'website': 'https://github.com/OCA/account-financial-tools',
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'installable': True,
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'depends': [
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'account',
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],
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'data': [
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'wizards/account_update_lock_to_date.xml',
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],
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"version": "12.0.1.0.0",
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"license": "AGPL-3",
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"author": "ForgeFlow, Odoo Community Association (OCA)",
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"website": "https://github.com/OCA/account-financial-tools",
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"installable": True,
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"depends": ["account"],
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"data": ["wizards/account_update_lock_to_date.xml"],
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}
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@@ -1,31 +1,37 @@
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# Copyright 2019 ForgeFlow S.L.
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo import api, models, _
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from odoo import _, api, models
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from odoo.exceptions import UserError
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class AccountMove(models.Model):
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_inherit = 'account.move'
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_inherit = "account.move"
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@api.multi
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def _check_lock_date(self):
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res = super()._check_lock_date()
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for move in self:
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lock_to_date = min(
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move.company_id.period_lock_to_date,
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move.company_id.fiscalyear_lock_to_date) or False
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if self.user_has_groups('account.group_account_manager'):
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lock_to_date = (
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min(
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move.company_id.period_lock_to_date,
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move.company_id.fiscalyear_lock_to_date,
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)
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or False
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)
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if self.user_has_groups("account.group_account_manager"):
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lock_to_date = move.company_id.fiscalyear_lock_to_date or False
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if lock_to_date and move.date >= lock_to_date:
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if self.user_has_groups('account.group_account_manager'):
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message = _("You cannot add/modify entries after and "
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"inclusive of the lock to date %s") % (
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lock_to_date)
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if self.user_has_groups("account.group_account_manager"):
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message = _(
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"You cannot add/modify entries after and "
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"inclusive of the lock to date %s"
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) % (lock_to_date)
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else:
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message = _("You cannot add/modify entries after and "
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"inclusive of the lock to date %s. "
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"Check the company settings or ask someone "
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"with the 'Adviser' role") % (
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lock_to_date)
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message = _(
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"You cannot add/modify entries after and "
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"inclusive of the lock to date %s. "
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"Check the company settings or ask someone "
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"with the 'Adviser' role"
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) % (lock_to_date)
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raise UserError(message)
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return res
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@@ -1,69 +1,83 @@
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# Copyright 2019 ForgeFlow S.L.
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from datetime import datetime
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from dateutil.relativedelta import relativedelta
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import calendar
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import time
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from datetime import datetime
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from time import mktime
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from odoo import api, fields, models, SUPERUSER_ID, _
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from odoo.tools.misc import DEFAULT_SERVER_DATE_FORMAT
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from dateutil.relativedelta import relativedelta
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from odoo import SUPERUSER_ID, _, api, fields, models
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from odoo.exceptions import ValidationError
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from odoo.tools.misc import DEFAULT_SERVER_DATE_FORMAT
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class ResCompany(models.Model):
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_inherit = 'res.company'
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_inherit = "res.company"
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period_lock_to_date = fields.Date(
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string="Lock To Date for Non-Advisers",
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help="Only users with the 'Adviser' role can edit "
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"accounts after this date. "
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"Use it for period locking inside an open fiscal year, "
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"for example.")
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"accounts after this date. "
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"Use it for period locking inside an open fiscal year, "
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"for example.",
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)
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fiscalyear_lock_to_date = fields.Date(
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string="Lock To Date",
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help="No users, including Advisers, can edit accounts after "
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"this date. Use it for fiscal year locking for example.")
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"this date. Use it for fiscal year locking for example.",
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)
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@api.multi
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def write(self, vals):
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# fiscalyear_lock_date can't be set to a prior date
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if 'fiscalyear_lock_to_date' in vals or 'period_lock_to_date' in vals:
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if "fiscalyear_lock_to_date" in vals or "period_lock_to_date" in vals:
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self._check_lock_to_dates(vals)
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return super(ResCompany, self).write(vals)
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@api.multi
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def _check_lock_to_dates(self, vals):
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'''Check the lock to dates for the current companies.
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"""Check the lock to dates for the current companies.
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:param vals: The values passed to the write method.
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'''
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period_lock_to_date = vals.get('period_lock_to_date')
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fiscalyear_lock_to_date = vals.get('fiscalyear_lock_to_date')
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"""
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period_lock_to_date = vals.get("period_lock_to_date")
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fiscalyear_lock_to_date = vals.get("fiscalyear_lock_to_date")
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next_month = datetime.now() + relativedelta(months=+1)
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days_next_month = calendar.monthrange(next_month.year,
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next_month.month)
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next_month = next_month.replace(
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day=days_next_month[1]).timetuple()
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days_next_month = calendar.monthrange(next_month.year, next_month.month)
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next_month = next_month.replace(day=days_next_month[1]).timetuple()
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next_month = datetime.fromtimestamp(mktime(next_month)).date()
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for company in self:
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old_fiscalyear_lock_to_date = company.fiscalyear_lock_to_date
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# The user attempts to remove the lock date for advisors
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if old_fiscalyear_lock_to_date and \
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not fiscalyear_lock_to_date and \
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'fiscalyear_lock_to_date' in vals and \
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not self._uid == SUPERUSER_ID:
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raise ValidationError(_('The lock date for advisors is '
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'irreversible and can\'t be removed.'))
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if (
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old_fiscalyear_lock_to_date
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and not fiscalyear_lock_to_date
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and "fiscalyear_lock_to_date" in vals
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and not self._uid == SUPERUSER_ID
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):
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raise ValidationError(
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_(
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"The lock date for advisors is "
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"irreversible and can't be removed."
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)
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)
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# The user attempts to set a lock date for advisors prior
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# to the previous one
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if old_fiscalyear_lock_to_date and fiscalyear_lock_to_date and \
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fiscalyear_lock_to_date > old_fiscalyear_lock_to_date:
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if (
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old_fiscalyear_lock_to_date
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and fiscalyear_lock_to_date
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and fiscalyear_lock_to_date > old_fiscalyear_lock_to_date
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):
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raise ValidationError(
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_('The new lock to date for advisors must be set after '
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'the previous lock to date.'))
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_(
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"The new lock to date for advisors must be set after "
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"the previous lock to date."
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)
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)
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# In case of no new fiscal year in vals, fallback to the oldest
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if not fiscalyear_lock_to_date:
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@@ -76,17 +90,20 @@ class ResCompany(models.Model):
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# the first day of next month
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if fiscalyear_lock_to_date < next_month:
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raise ValidationError(
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_('You cannot lock a period that is not finished yet. '
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'Please make sure that the lock date for advisors is '
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'not set after the last day of the previous month.'))
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_(
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"You cannot lock a period that is not finished yet. "
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"Please make sure that the lock date for advisors is "
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"not set after the last day of the previous month."
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)
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)
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# In case of no new period lock to date in vals,
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# fallback to the one defined in the company
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if not period_lock_to_date:
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if company.period_lock_date:
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period_lock_to_date = time.strptime(
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company.period_lock_to_date,
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DEFAULT_SERVER_DATE_FORMAT)
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company.period_lock_to_date, DEFAULT_SERVER_DATE_FORMAT
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)
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else:
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continue
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@@ -94,21 +111,31 @@ class ResCompany(models.Model):
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# prior to the lock to date for users
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if period_lock_to_date > fiscalyear_lock_to_date:
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raise ValidationError(
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_('You cannot define stricter conditions on advisors '
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'than on users. Please make sure that the lock date '
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'on advisor is set after the lock date for users.'))
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_(
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"You cannot define stricter conditions on advisors "
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"than on users. Please make sure that the lock date "
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"on advisor is set after the lock date for users."
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)
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)
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@api.multi
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def _validate_fiscalyear_lock(self, values):
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res = super()._validate_fiscalyear_lock(values)
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if values.get('fiscalyear_lock_to_date'):
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nb_draft_entries = self.env['account.move'].search([
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('company_id', 'in', self.ids),
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('state', '=', 'draft'),
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('date', '>=', values['fiscalyear_lock_to_date'])], limit=1)
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if values.get("fiscalyear_lock_to_date"):
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nb_draft_entries = self.env["account.move"].search(
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[
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("company_id", "in", self.ids),
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("state", "=", "draft"),
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("date", ">=", values["fiscalyear_lock_to_date"]),
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],
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limit=1,
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)
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if nb_draft_entries:
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raise ValidationError(
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_('There are still unposted entries in the period to date'
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' you want to lock. '
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'You should either post or delete them.'))
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_(
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"There are still unposted entries in the period to date"
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" you want to lock. "
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"You should either post or delete them."
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)
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)
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return res
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@@ -1,128 +1,137 @@
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# Copyright 2019 ForgeFlow S.L.
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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from odoo.tests.common import TransactionCase
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from odoo.exceptions import UserError, ValidationError
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from odoo.tools.misc import DEFAULT_SERVER_DATE_FORMAT
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from datetime import datetime
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from odoo.exceptions import UserError, ValidationError
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from odoo.tests.common import TransactionCase
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from odoo.tools.misc import DEFAULT_SERVER_DATE_FORMAT
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class TestAccountLockToDateUpdate(TransactionCase):
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def setUp(self):
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super(TestAccountLockToDateUpdate, self).setUp()
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self.company = self.env.ref('base.main_company')
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self.demo_user = self.env.ref('base.user_demo')
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self.adviser_group = self.env.ref('account.group_account_manager')
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self.UpdateLockToDateUpdateObj = self.env[
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'account.update.lock_to_date'
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].sudo(self.demo_user)
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self.AccountObj = self.env['account.account']
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self.AccountJournalObj = self.env['account.journal']
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self.AccountMoveObj = self.env['account.move']
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self.bank_journal = self.AccountJournalObj.create(
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{'name': 'Bank Journal - BJ',
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'code': 'BJ',
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'type': 'bank',
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'company_id': self.company.id,
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}
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self.company = self.env.ref("base.main_company")
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self.demo_user = self.env.ref("base.user_demo")
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self.adviser_group = self.env.ref("account.group_account_manager")
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self.UpdateLockToDateUpdateObj = self.env["account.update.lock_to_date"].sudo(
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self.demo_user
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)
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self.account_type_recv = self.env.ref(
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'account.data_account_type_receivable')
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self.account_type_rev = self.env.ref(
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'account.data_account_type_revenue')
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self.AccountObj = self.env["account.account"]
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self.AccountJournalObj = self.env["account.journal"]
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self.AccountMoveObj = self.env["account.move"]
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self.bank_journal = self.AccountJournalObj.create(
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{
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"name": "Bank Journal - BJ",
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"code": "BJ",
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"type": "bank",
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"company_id": self.company.id,
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}
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)
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self.account_type_recv = self.env.ref("account.data_account_type_receivable")
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self.account_type_rev = self.env.ref("account.data_account_type_revenue")
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self.account_recv = self.AccountObj.create({
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'code': 'RECV_DR',
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'name': "Receivable (test)",
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'reconcile': True,
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'user_type_id': self.account_type_recv.id,
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})
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self.account_sale = self.AccountObj.create({
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'code': 'SALE_DR',
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'name': "Receivable (sale)",
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'reconcile': True,
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'user_type_id': self.account_type_rev.id,
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})
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self.account_recv = self.AccountObj.create(
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{
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"code": "RECV_DR",
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"name": "Receivable (test)",
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"reconcile": True,
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"user_type_id": self.account_type_recv.id,
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}
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)
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self.account_sale = self.AccountObj.create(
|
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{
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"code": "SALE_DR",
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"name": "Receivable (sale)",
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"reconcile": True,
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"user_type_id": self.account_type_rev.id,
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}
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)
|
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def create_account_move(self, date_str):
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return self.AccountMoveObj.create({
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'journal_id': self.bank_journal.id,
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'date': date_str,
|
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'line_ids': [
|
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(0, 0, {
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'name': "Debit",
|
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'debit': 1000,
|
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'account_id': self.account_recv.id,
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||||
}),
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(0, 0, {
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'name': "Credit",
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'credit': 1000,
|
||||
'account_id': self.account_sale.id,
|
||||
}),
|
||||
]
|
||||
})
|
||||
return self.AccountMoveObj.create(
|
||||
{
|
||||
"journal_id": self.bank_journal.id,
|
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"date": date_str,
|
||||
"line_ids": [
|
||||
(
|
||||
0,
|
||||
0,
|
||||
{
|
||||
"name": "Debit",
|
||||
"debit": 1000,
|
||||
"account_id": self.account_recv.id,
|
||||
},
|
||||
),
|
||||
(
|
||||
0,
|
||||
0,
|
||||
{
|
||||
"name": "Credit",
|
||||
"credit": 1000,
|
||||
"account_id": self.account_sale.id,
|
||||
},
|
||||
),
|
||||
],
|
||||
}
|
||||
)
|
||||
|
||||
def create_account_lock_date_update(self):
|
||||
return self.UpdateLockToDateUpdateObj.create({
|
||||
'company_id': self.company.id,
|
||||
})
|
||||
return self.UpdateLockToDateUpdateObj.create({"company_id": self.company.id})
|
||||
|
||||
def test_01_update_without_access(self):
|
||||
wizard = self.create_account_lock_date_update()
|
||||
wizard.write({
|
||||
'period_lock_to_date': '2900-01-01',
|
||||
'fiscalyear_lock_to_date': '2900-01-01',
|
||||
})
|
||||
self.demo_user.write({
|
||||
'groups_id': [(3, self.adviser_group.id)],
|
||||
})
|
||||
wizard.write(
|
||||
{
|
||||
"period_lock_to_date": "2900-01-01",
|
||||
"fiscalyear_lock_to_date": "2900-01-01",
|
||||
}
|
||||
)
|
||||
self.demo_user.write({"groups_id": [(3, self.adviser_group.id)]})
|
||||
with self.assertRaises(UserError):
|
||||
wizard.sudo(self.demo_user.id).execute()
|
||||
|
||||
def test_02_update_with_access(self):
|
||||
wizard = self.create_account_lock_date_update()
|
||||
wizard.write({
|
||||
'period_lock_to_date': '2900-01-01',
|
||||
'fiscalyear_lock_to_date': '2900-02-01',
|
||||
})
|
||||
self.demo_user.write({
|
||||
'groups_id': [(4, self.adviser_group.id)],
|
||||
})
|
||||
wizard.write(
|
||||
{
|
||||
"period_lock_to_date": "2900-01-01",
|
||||
"fiscalyear_lock_to_date": "2900-02-01",
|
||||
}
|
||||
)
|
||||
self.demo_user.write({"groups_id": [(4, self.adviser_group.id)]})
|
||||
wizard.sudo(self.demo_user.id).execute()
|
||||
self.assertEqual(
|
||||
self.company.period_lock_to_date,
|
||||
datetime.strptime(
|
||||
'2900-01-01',
|
||||
DEFAULT_SERVER_DATE_FORMAT).date())
|
||||
datetime.strptime("2900-01-01", DEFAULT_SERVER_DATE_FORMAT).date(),
|
||||
)
|
||||
self.assertEqual(
|
||||
self.company.fiscalyear_lock_to_date,
|
||||
datetime.strptime(
|
||||
'2900-02-01',
|
||||
DEFAULT_SERVER_DATE_FORMAT).date())
|
||||
datetime.strptime("2900-02-01", DEFAULT_SERVER_DATE_FORMAT).date(),
|
||||
)
|
||||
|
||||
def test_03_create_move_outside_period(self):
|
||||
"""We test that we cannot create journal entries after the
|
||||
locked date"""
|
||||
self.company.period_lock_to_date = '2900-01-01'
|
||||
self.company.fiscalyear_lock_to_date = '2900-02-01'
|
||||
move = self.create_account_move('2900-01-01')
|
||||
self.company.period_lock_to_date = "2900-01-01"
|
||||
self.company.fiscalyear_lock_to_date = "2900-02-01"
|
||||
move = self.create_account_move("2900-01-01")
|
||||
with self.assertRaises(UserError):
|
||||
move.sudo(self.demo_user.id).post()
|
||||
|
||||
def test_04_create_move_inside_period(self):
|
||||
"""We test that we can successfully create a journal entry
|
||||
within period that is not locked"""
|
||||
self.company.period_lock_to_date = '2900-01-01'
|
||||
self.company.fiscalyear_lock_to_date = '2900-02-01'
|
||||
move = self.create_account_move('2800-01-01')
|
||||
self.company.period_lock_to_date = "2900-01-01"
|
||||
self.company.fiscalyear_lock_to_date = "2900-02-01"
|
||||
move = self.create_account_move("2800-01-01")
|
||||
move.sudo(self.demo_user.id).post()
|
||||
self.assertEqual(move.state, 'posted')
|
||||
self.assertEqual(move.state, "posted")
|
||||
|
||||
def test_05_lock_period_with_draft_moves(self):
|
||||
"""We test that we cannot change the fiscal year lock to date
|
||||
if there are draft journal entries after that date."""
|
||||
self.create_account_move('2900-02-01')
|
||||
self.create_account_move("2900-02-01")
|
||||
with self.assertRaises(ValidationError):
|
||||
self.company.period_lock_to_date = '2900-01-01'
|
||||
self.company.fiscalyear_lock_to_date = '2900-02-01'
|
||||
self.company.period_lock_to_date = "2900-01-01"
|
||||
self.company.fiscalyear_lock_to_date = "2900-02-01"
|
||||
|
||||
@@ -1,44 +1,50 @@
|
||||
# Copyright 2019 ForgeFlow S.L.
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
|
||||
from odoo import api, fields, models, SUPERUSER_ID, _
|
||||
from odoo import SUPERUSER_ID, _, api, fields, models
|
||||
from odoo.exceptions import UserError
|
||||
|
||||
|
||||
class AccountUpdateLockToDate(models.TransientModel):
|
||||
_name = 'account.update.lock_to_date'
|
||||
_description = 'Account Update Lock_to_date'
|
||||
_name = "account.update.lock_to_date"
|
||||
_description = "Account Update Lock_to_date"
|
||||
|
||||
company_id = fields.Many2one(
|
||||
comodel_name='res.company', string="Company", required=True,
|
||||
default=lambda self: self.env.user.company_id)
|
||||
comodel_name="res.company",
|
||||
string="Company",
|
||||
required=True,
|
||||
default=lambda self: self.env.user.company_id,
|
||||
)
|
||||
period_lock_to_date = fields.Date(
|
||||
string="Lock To Date for Non-Advisers",
|
||||
help="Only users with the 'Adviser' role can edit accounts after "
|
||||
"and inclusive of this date. Use it for period locking inside an "
|
||||
"open fiscal year, for example.")
|
||||
"and inclusive of this date. Use it for period locking inside an "
|
||||
"open fiscal year, for example.",
|
||||
)
|
||||
fiscalyear_lock_to_date = fields.Date(
|
||||
string="Lock To Date",
|
||||
help="No users, including Advisers, can edit accounts after and "
|
||||
"inclusive of this date. Use it for fiscal year locking for "
|
||||
"example.")
|
||||
"inclusive of this date. Use it for fiscal year locking for "
|
||||
"example.",
|
||||
)
|
||||
|
||||
@api.model
|
||||
def default_get(self, field_list):
|
||||
res = super(AccountUpdateLockToDate, self).default_get(field_list)
|
||||
company = self.env.user.company_id
|
||||
res.update({
|
||||
'company_id': company.id,
|
||||
'period_lock_to_date': company.period_lock_to_date,
|
||||
'fiscalyear_lock_to_date': company.fiscalyear_lock_to_date,
|
||||
})
|
||||
res.update(
|
||||
{
|
||||
"company_id": company.id,
|
||||
"period_lock_to_date": company.period_lock_to_date,
|
||||
"fiscalyear_lock_to_date": company.fiscalyear_lock_to_date,
|
||||
}
|
||||
)
|
||||
return res
|
||||
|
||||
@api.multi
|
||||
def _check_execute_allowed(self):
|
||||
self.ensure_one()
|
||||
has_adviser_group = self.env.user.has_group(
|
||||
'account.group_account_manager')
|
||||
has_adviser_group = self.env.user.has_group("account.group_account_manager")
|
||||
if not (has_adviser_group or self.env.uid == SUPERUSER_ID):
|
||||
raise UserError(_("You are not allowed to execute this action."))
|
||||
|
||||
@@ -46,7 +52,9 @@ class AccountUpdateLockToDate(models.TransientModel):
|
||||
def execute(self):
|
||||
self.ensure_one()
|
||||
self._check_execute_allowed()
|
||||
self.company_id.sudo().write({
|
||||
'period_lock_to_date': self.period_lock_to_date,
|
||||
'fiscalyear_lock_to_date': self.fiscalyear_lock_to_date,
|
||||
})
|
||||
self.company_id.sudo().write(
|
||||
{
|
||||
"period_lock_to_date": self.period_lock_to_date,
|
||||
"fiscalyear_lock_to_date": self.fiscalyear_lock_to_date,
|
||||
}
|
||||
)
|
||||
|
||||
Reference in New Issue
Block a user