Add new completion rules to set a specific account in function of regex on name

account_statement_regex_account_completion/__init__.py

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+# -*- coding: utf-8 -*-
+#
+#
+#    Author: Laurent Mignon
+#    Copyright 2013 'ACSONE SA/NV'
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+#
+import statement

account_statement_regex_account_completion/__openerp__.py

@@ -0,0 +1,56 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Authors: Laetitia Gangloff
+#    Copyright (c) 2014 Acsone SA/NV (http://www.acsone.eu)
+#    All Rights Reserved
+#
+#    WARNING: This program as such is intended to be used by professional
+#    programmers who take the whole responsibility of assessing all potential
+#    consequences resulting from its eventual inadequacies and bugs.
+#    End users who are looking for a ready-to-use solution with commercial
+#    guarantees and support are strongly advised to contact a Free Software
+#    Service Company.
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+{
+    "name": "Account Statement Regex Account Completion addon",
+    "version": "0.1",
+    "author": "ACSONE SA/NV",
+    "category": "Other",
+    "website": "http://www.acsone.eu",
+    "depends": ["account_statement_base_completion",
+                ],
+    "description": """
+
+Account Statement Regex Account Completion addon
+=========================
+
+- Add a completion method based on a specified regular expression
+    and update account to use in the bank statement line with the specified account.
+""",
+    "data": [#'statement_view.xml',
+              ],
+    "demo": [],
+    "test": [],
+    "active": False,
+    "license": "AGPL-3",
+    "installable": True,
+    "auto_install": False,
+    "application": False,
+}
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

account_statement_regex_account_completion/data.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+<data noupdate="1">
+
+    <record id="bank_statement_completion_rule_10" model="account.statement.completion.rule">
+         <field name="name">Match from bank account number (Nomal or IBAN))</field>
+         <field name="sequence">10</field>
+         <field name="function_to_call">get_from_bank_account</field>
+     </record>
+    
+</data>
+</openerp>

account_statement_regex_account_completion/statement.py

@@ -0,0 +1,75 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Authors: Laetitia Gangloff
+#    Copyright (c) 2014 Acsone SA/NV (http://www.acsone.eu)
+#    All Rights Reserved
+#
+#    WARNING: This program as such is intended to be used by professional
+#    programmers who take the whole responsibility of assessing all potential
+#    consequences resulting from its eventual inadequacies and bugs.
+#    End users who are looking for a ready-to-use solution with commercial
+#    guarantees and support are strongly advised to contact a Free Software
+#    Service Company.
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+
+from openerp.osv.orm import Model
+from openerp.osv import fields
+
+import re
+
+
+class AccountStatementCompletionRule(Model):
+    """Add a rule to complete account based on a regular expression"""
+
+    _inherit = "account.statement.completion.rule"
+
+    def _get_functions(self, cr, uid, context=None):
+        res = super(AccountStatementCompletionRule, self)._get_functions(
+            cr, uid, context=context)
+        res.append(('set_account',
+                    'Set account'))
+        return res
+
+    _columns = {
+        'function_to_call': fields.selection(_get_functions, 'Method'),
+        'regexp': fields.char('Regular Expression', size=128),
+        'account_id': fields.many2one('account.account', string="Account to set"),
+    }
+
+    def set_account(self, cr, uid, id, st_line, context=None):
+        """
+        If line name match regexp, update account_id
+        Then, call the generic st_line method to complete other values.
+        :param dict st_line: read of the concerned account.bank.statement.line
+        :return:
+            A dict of value that can be passed directly to the write method of
+            the statement line or {}
+           {'partner_id': value,
+            'account_id' : value,
+            ...}
+        """
+        name = st_line['name']
+        res = {}
+        if name:
+            rule = self.browse(cr, uid, id, context=context)
+            if re.match(rule.regexp, name):
+                res['account_id'] = rule.account_id.id
+        return res
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

account_statement_regex_account_completion/statement_view.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+<data>
+
+         <record id="statement_st_completion_rule_view_form" model="ir.ui.view">
+             <field name="name">account.statement.completion.rule.view (account_statement_regex_account_completion)</field>
+             <field name="model">account.statement.completion.rule</field>
+             <field name="inherit_id" ref="account_statement_base_completion.statement_st_completion_rule_view_form" />
+             <field name="type">form</field>
+             <field name="arch" type="xml">
+                <field name="function_to_call" position="after">
+                    <group colspan="2">
+                        <field name="regex" attrs="{'invisible':[('function_to_call','!=','set_account')],'required':[('function_to_call','=','set_account')]}"/>
+                        <field name="account_id" attrs="{'invisible':[('function_to_call','!=','set_account')],'required':[('function_to_call','=','set_account')]}"/>
+                    </group>
+                </field>
+             </field>
+         </record>
+
+</data>
+</openerp>

account_statement_regex_account_completion/tests/__init__.py

@@ -0,0 +1,36 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Authors: Laetitia Gangloff
+#    Copyright (c) 2014 Acsone SA/NV (http://www.acsone.eu)
+#    All Rights Reserved
+#
+#    WARNING: This program as such is intended to be used by professional
+#    programmers who take the whole responsibility of assessing all potential
+#    consequences resulting from its eventual inadequacies and bugs.
+#    End users who are looking for a ready-to-use solution with commercial
+#    guarantees and support are strongly advised to contact a Free Software
+#    Service Company.
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from . import test_regex_account_completion
+
+checks = [
+    test_regex_account_completion
+]
+
+# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:

account_statement_regex_account_completion/tests/test_regex_account_completion.py

@@ -0,0 +1,92 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Authors: Laetitia Gangloff
+#    Copyright (c) 2014 Acsone SA/NV (http://www.acsone.eu)
+#    All Rights Reserved
+#
+#    WARNING: This program as such is intended to be used by professional
+#    programmers who take the whole responsibility of assessing all potential
+#    consequences resulting from its eventual inadequacies and bugs.
+#    End users who are looking for a ready-to-use solution with commercial
+#    guarantees and support are strongly advised to contact a Free Software
+#    Service Company.
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from openerp.tests import common
+import time
+
+ACC_NUMBER = "BE38733040385372"
+
+
+class test_regex_account_completion(common.TransactionCase):
+
+    def prepare(self):
+        self.account_bank_statement_obj = self.registry("account.bank.statement")
+        self.account_bank_statement_line_obj = self.registry("account.bank.statement.line")
+        self.account_id = self.ref('account.a_expense')
+        # create the completion rule
+        rule_vals = {'function_to_call': 'set_account',
+                     'regex': '^My statement',
+                     'account_id': self.account_id}
+        self.completion_rule_id = self.registry("account.statement.completion.rule").create(self.cr, self.uid, rule_vals)
+
+        # Create the profile
+        self.journal_id = self.ref("account.bank_journal")
+        self.profile_id = self.registry("account.statement.profile").create(self.cr, self.uid, {
+            "name": "TEST",
+            "commission_account_id": self.ref("account.a_recv"),
+            "journal_id": self.journal_id,
+            "rule_ids": [(6, 0, [self.completion_rule_id])]})
+
+        # Create a bank statement
+        self.statement_id = self.account_bank_statement_obj.create(self.cr, self.uid, {
+            "balance_end_real": 0.0,
+            "balance_start": 0.0,
+            "date": time.strftime('%Y-%m-%d'),
+            "journal_id": self.journal_id,
+            "profile_id": self.profile_id
+        })
+
+        # Create two bank statement lines
+        self.statement_line1_id = self.account_bank_statement_line_obj.create(self.cr, self.uid, {
+            'amount': 1000.0,
+            'name': 'My statement',
+            'ref': 'My ref',
+            'statement_id': self.statement_id,
+            'partner_acc_number': ACC_NUMBER
+        })
+
+        self.statement_line2_id = self.account_bank_statement_line_obj.create(self.cr, self.uid, {
+            'amount': 2000.0,
+            'name': 'My second statement',
+            'ref': 'My second ref',
+            'statement_id': self.statement_id,
+            'partner_acc_number': ACC_NUMBER
+        })
+
+    def test_00(self):
+        """Test the automatic completion on account
+        """
+        self.prepare()
+        statement_line = self.account_bank_statement_line_obj.browse(self.cr, self.uid, self.statement_line_id)
+        # before import, the
+        self.assertFalse(statement_line.partner_id, "Partner_id must be blank before completion")
+        statement_obj = self.account_bank_statement_obj.browse(self.cr, self.uid, self.statement_id)
+        statement_obj.button_auto_completion()
+        statement_line = self.account_bank_statement_line_obj.browse(self.cr, self.uid, self.statement_line_id)
+        self.assertEquals(self.partner_id, statement_line.partner_id['id'], "Missing expected partner id after completion")