mirror of
https://github.com/OCA/account-reconcile.git
synced 2025-01-20 12:27:39 +02:00
Add new completion rules to set a specific account in function of regex on name
This commit is contained in:
Laetitia Gangloff (Acsone)
21
account_statement_regex_account_completion/__init__.py
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21
account_statement_regex_account_completion/__init__.py
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# -*- coding: utf-8 -*-
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#
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#
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# Author: Laurent Mignon
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# Copyright 2013 'ACSONE SA/NV'
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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#
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import statement
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56
account_statement_regex_account_completion/__openerp__.py
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56
account_statement_regex_account_completion/__openerp__.py
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# Authors: Laetitia Gangloff
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# Copyright (c) 2014 Acsone SA/NV (http://www.acsone.eu)
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# All Rights Reserved
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#
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# WARNING: This program as such is intended to be used by professional
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# programmers who take the whole responsibility of assessing all potential
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# consequences resulting from its eventual inadequacies and bugs.
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# End users who are looking for a ready-to-use solution with commercial
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# guarantees and support are strongly advised to contact a Free Software
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# Service Company.
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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{
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"name": "Account Statement Regex Account Completion addon",
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"version": "0.1",
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"author": "ACSONE SA/NV",
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"category": "Other",
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"website": "http://www.acsone.eu",
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"depends": ["account_statement_base_completion",
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],
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"description": """
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Account Statement Regex Account Completion addon
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=========================
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- Add a completion method based on a specified regular expression
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and update account to use in the bank statement line with the specified account.
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""",
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"data": [#'statement_view.xml',
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],
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"demo": [],
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"test": [],
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"active": False,
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"license": "AGPL-3",
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"installable": True,
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"auto_install": False,
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"application": False,
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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12
account_statement_regex_account_completion/data.xml
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12
account_statement_regex_account_completion/data.xml
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data noupdate="1">
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<record id="bank_statement_completion_rule_10" model="account.statement.completion.rule">
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<field name="name">Match from bank account number (Nomal or IBAN))</field>
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<field name="sequence">10</field>
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<field name="function_to_call">get_from_bank_account</field>
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</record>
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</data>
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</openerp>
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75
account_statement_regex_account_completion/statement.py
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75
account_statement_regex_account_completion/statement.py
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# Authors: Laetitia Gangloff
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# Copyright (c) 2014 Acsone SA/NV (http://www.acsone.eu)
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# All Rights Reserved
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#
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# WARNING: This program as such is intended to be used by professional
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# programmers who take the whole responsibility of assessing all potential
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# consequences resulting from its eventual inadequacies and bugs.
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# End users who are looking for a ready-to-use solution with commercial
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# guarantees and support are strongly advised to contact a Free Software
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# Service Company.
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from openerp.osv.orm import Model
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from openerp.osv import fields
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import re
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class AccountStatementCompletionRule(Model):
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"""Add a rule to complete account based on a regular expression"""
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_inherit = "account.statement.completion.rule"
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def _get_functions(self, cr, uid, context=None):
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res = super(AccountStatementCompletionRule, self)._get_functions(
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cr, uid, context=context)
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res.append(('set_account',
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'Set account'))
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return res
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_columns = {
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'function_to_call': fields.selection(_get_functions, 'Method'),
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'regexp': fields.char('Regular Expression', size=128),
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'account_id': fields.many2one('account.account', string="Account to set"),
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}
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def set_account(self, cr, uid, id, st_line, context=None):
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"""
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If line name match regexp, update account_id
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Then, call the generic st_line method to complete other values.
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:param dict st_line: read of the concerned account.bank.statement.line
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:return:
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A dict of value that can be passed directly to the write method of
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the statement line or {}
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{'partner_id': value,
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'account_id' : value,
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...}
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"""
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name = st_line['name']
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res = {}
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if name:
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rule = self.browse(cr, uid, id, context=context)
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if re.match(rule.regexp, name):
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res['account_id'] = rule.account_id.id
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return res
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<record id="statement_st_completion_rule_view_form" model="ir.ui.view">
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<field name="name">account.statement.completion.rule.view (account_statement_regex_account_completion)</field>
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<field name="model">account.statement.completion.rule</field>
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<field name="inherit_id" ref="account_statement_base_completion.statement_st_completion_rule_view_form" />
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<field name="type">form</field>
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<field name="arch" type="xml">
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<field name="function_to_call" position="after">
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<group colspan="2">
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<field name="regex" attrs="{'invisible':[('function_to_call','!=','set_account')],'required':[('function_to_call','=','set_account')]}"/>
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<field name="account_id" attrs="{'invisible':[('function_to_call','!=','set_account')],'required':[('function_to_call','=','set_account')]}"/>
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</group>
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</field>
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</field>
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</record>
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</data>
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</openerp>
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36
account_statement_regex_account_completion/tests/__init__.py
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36
account_statement_regex_account_completion/tests/__init__.py
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# Authors: Laetitia Gangloff
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# Copyright (c) 2014 Acsone SA/NV (http://www.acsone.eu)
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# All Rights Reserved
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#
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# WARNING: This program as such is intended to be used by professional
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# programmers who take the whole responsibility of assessing all potential
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# consequences resulting from its eventual inadequacies and bugs.
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# End users who are looking for a ready-to-use solution with commercial
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# guarantees and support are strongly advised to contact a Free Software
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# Service Company.
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#
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# This program is free software: you can redistribute it and/or modify
|
||||
# it under the terms of the GNU Affero General Public License as
|
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# published by the Free Software Foundation, either version 3 of the
|
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# License, or (at your option) any later version.
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#
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# 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
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# GNU Affero General Public License for more details.
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||||
#
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# You should have received a copy of the GNU Affero General Public License
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||||
# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from . import test_regex_account_completion
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checks = [
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test_regex_account_completion
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]
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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@@ -0,0 +1,92 @@
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# Authors: Laetitia Gangloff
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# Copyright (c) 2014 Acsone SA/NV (http://www.acsone.eu)
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# All Rights Reserved
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#
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# WARNING: This program as such is intended to be used by professional
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# programmers who take the whole responsibility of assessing all potential
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# consequences resulting from its eventual inadequacies and bugs.
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# End users who are looking for a ready-to-use solution with commercial
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# guarantees and support are strongly advised to contact a Free Software
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# Service Company.
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#
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# This program is free software: you can redistribute it and/or modify
|
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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||||
# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from openerp.tests import common
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import time
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ACC_NUMBER = "BE38733040385372"
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class test_regex_account_completion(common.TransactionCase):
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def prepare(self):
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self.account_bank_statement_obj = self.registry("account.bank.statement")
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self.account_bank_statement_line_obj = self.registry("account.bank.statement.line")
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self.account_id = self.ref('account.a_expense')
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# create the completion rule
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rule_vals = {'function_to_call': 'set_account',
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'regex': '^My statement',
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'account_id': self.account_id}
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self.completion_rule_id = self.registry("account.statement.completion.rule").create(self.cr, self.uid, rule_vals)
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# Create the profile
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self.journal_id = self.ref("account.bank_journal")
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self.profile_id = self.registry("account.statement.profile").create(self.cr, self.uid, {
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"name": "TEST",
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"commission_account_id": self.ref("account.a_recv"),
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"journal_id": self.journal_id,
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"rule_ids": [(6, 0, [self.completion_rule_id])]})
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# Create a bank statement
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self.statement_id = self.account_bank_statement_obj.create(self.cr, self.uid, {
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"balance_end_real": 0.0,
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"balance_start": 0.0,
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"date": time.strftime('%Y-%m-%d'),
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"journal_id": self.journal_id,
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"profile_id": self.profile_id
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})
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# Create two bank statement lines
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self.statement_line1_id = self.account_bank_statement_line_obj.create(self.cr, self.uid, {
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'amount': 1000.0,
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'name': 'My statement',
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'ref': 'My ref',
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'statement_id': self.statement_id,
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'partner_acc_number': ACC_NUMBER
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})
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self.statement_line2_id = self.account_bank_statement_line_obj.create(self.cr, self.uid, {
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'amount': 2000.0,
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'name': 'My second statement',
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'ref': 'My second ref',
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'statement_id': self.statement_id,
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'partner_acc_number': ACC_NUMBER
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})
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def test_00(self):
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"""Test the automatic completion on account
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"""
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self.prepare()
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statement_line = self.account_bank_statement_line_obj.browse(self.cr, self.uid, self.statement_line_id)
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# before import, the
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self.assertFalse(statement_line.partner_id, "Partner_id must be blank before completion")
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statement_obj = self.account_bank_statement_obj.browse(self.cr, self.uid, self.statement_id)
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statement_obj.button_auto_completion()
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statement_line = self.account_bank_statement_line_obj.browse(self.cr, self.uid, self.statement_line_id)
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self.assertEquals(self.partner_id, statement_line.partner_id['id'], "Missing expected partner id after completion")
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