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