Files
account-financial-tools/account_group/models/account_chart_template.py
Pedro M. Baeza 9015eb9736 [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.
2018-09-22 12:10:22 +02:00

19 lines
620 B
Python

# 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