mirror of
https://github.com/OCA/account-reconcile.git
synced 2025-01-20 12:27:39 +02:00
[imp] account_statement_base_completion: put what depends on sale on a separate module
This commit is contained in:
@@ -35,7 +35,6 @@
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1) Match from statement line label (based on partner field 'Bank Statement Label')
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2) Match from statement line label (based on partner name)
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3) Match from statement line reference (based on SO number)
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3) Match from statement line reference (based on Invoice number)
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You can easily override this module and add your own rules in your own one. The basic rules only
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@@ -14,12 +14,6 @@
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<field name="function_to_call">get_from_label_and_partner_name</field>
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</record>
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<record id="bank_statement_completion_rule_1" model="account.statement.completion.rule">
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<field name="name">Match from line reference (based on SO number)</field>
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<field name="sequence">50</field>
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<field name="function_to_call">get_from_ref_and_so</field>
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</record>
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<record id="bank_statement_completion_rule_4" model="account.statement.completion.rule">
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<field name="name">Match from line reference (based on Invoice number)</field>
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<field name="sequence">40</field>
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@@ -132,7 +132,6 @@ class AccountStatementCompletionRule(orm.Model):
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return [
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('get_from_ref_and_invoice', 'From line reference (based on customer invoice number)'),
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('get_from_ref_and_supplier_invoice', 'From line reference (based on supplier invoice number)'),
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('get_from_ref_and_so', 'From line reference (based on SO number)'),
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('get_from_label_and_partner_field', 'From line label (based on partner field)'),
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('get_from_label_and_partner_name', 'From line label (based on partner name)')]
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@@ -232,49 +231,6 @@ class AccountStatementCompletionRule(orm.Model):
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"""
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return self._from_invoice(cr, uid, line, 'customer', context=context)
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# Should be private but data are initialised with no update XML
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def get_from_ref_and_so(self, cr, uid, st_line, context=None):
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"""
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Match the partner based on the SO number and the reference of the statement
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line. Then, call the generic get_values_for_line method to complete other values.
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If more than one partner matched, raise the ErrorTooManyPartner error.
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:param int/long 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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st_obj = self.pool.get('account.bank.statement.line')
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res = {}
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if st_line:
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so_obj = self.pool.get('sale.order')
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so_id = so_obj.search(cr,
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uid,
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[('name', '=', st_line['ref'])],
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context=context)
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if so_id:
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if so_id and len(so_id) == 1:
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so = so_obj.browse(cr, uid, so_id[0], context=context)
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res['partner_id'] = so.partner_id.id
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elif so_id and len(so_id) > 1:
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raise ErrorTooManyPartner(_('Line named "%s" (Ref:%s) was matched by more '
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'than one partner while looking on SO by ref.') %
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(st_line['name'], st_line['ref']))
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st_vals = st_obj.get_values_for_line(cr,
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uid,
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profile_id=st_line['profile_id'],
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master_account_id=st_line['master_account_id'],
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partner_id=res.get('partner_id', False),
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line_type='customer',
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amount=st_line['amount'] if st_line['amount'] else 0.0,
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context=context)
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res.update(st_vals)
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return res
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# Should be private but data are initialised with no update XML
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def get_from_label_and_partner_field(self, cr, uid, st_line, context=None):
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"""
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25
account_statement_so_completion/__init__.py
Normal file
25
account_statement_so_completion/__init__.py
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@@ -0,0 +1,25 @@
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# -*- coding: utf-8 -*-
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###############################################################################
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# #
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# Author: Joel Grand-Guillaume
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# Copyright 2011-2012 Camptocamp SA
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# #
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# Author: Leonardo Pistone <leonardo.pistone@camptocamp.com> #
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# Copyright 2013 Camptocamp SA #
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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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53
account_statement_so_completion/__openerp__.py
Normal file
53
account_statement_so_completion/__openerp__.py
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@@ -0,0 +1,53 @@
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# -*- coding: utf-8 -*-
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###############################################################################
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# #
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# Author: Joel Grand-Guillaume
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# Copyright 2011-2012 Camptocamp SA
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# #
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# Author: Leonardo Pistone <leonardo.pistone@camptocamp.com> #
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# Copyright 2013 Camptocamp SA #
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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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{'name': "Bank statement Sale Order completion",
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'version': '0.1',
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'author': 'Camptocamp',
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'maintainer': 'Camptocamp',
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'category': 'Finance',
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'complexity': 'easy',
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'depends': ['account_statement_base_completion', 'sale'],
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'description': """
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This module improve the module account_statement_base_completion to add
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support for completion rules based on Sale Orders. This was initially part of
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the module account_statement_base_completion, but is now separate to keep
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dependencies separate.
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This module provides the following rule:
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1) Match from statement line reference (based on SO number)
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""",
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'website': 'http://www.camptocamp.com',
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'init_xml': [],
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'update_xml': [
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'data.xml',
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],
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'demo_xml': [],
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'test': [],
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'installable': True,
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'images': [],
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'auto_install': False,
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'license': 'AGPL-3',
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}
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12
account_statement_so_completion/data.xml
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12
account_statement_so_completion/data.xml
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@@ -0,0 +1,12 @@
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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_1" model="account.statement.completion.rule">
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<field name="name">Match from line reference (based on SO number)</field>
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<field name="sequence">50</field>
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<field name="function_to_call">get_from_ref_and_so</field>
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</record>
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</data>
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</openerp>
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22
account_statement_so_completion/partner_view.xml
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22
account_statement_so_completion/partner_view.xml
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@@ -0,0 +1,22 @@
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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="bk_view_partner_form" model="ir.ui.view">
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<field name="name">account_bank_statement_import.view.partner.form</field>
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<field name="model">res.partner</field>
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<field name="type">form</field>
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<field name="priority">20</field>
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<field name="inherit_id" ref="account.view_partner_property_form"/>
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<field name="arch" type="xml">
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<field name="property_account_payable" position="after">
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<field name="bank_statement_label"/>
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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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98
account_statement_so_completion/statement.py
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98
account_statement_so_completion/statement.py
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@@ -0,0 +1,98 @@
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# -*- coding: utf-8 -*-
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###############################################################################
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# #
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# Author: Joel Grand-Guillaume
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# Copyright 2011-2012 Camptocamp SA
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# #
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# Author: Leonardo Pistone <leonardo.pistone@camptocamp.com> #
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# Copyright 2013 Camptocamp SA #
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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 import fields, orm
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from tools.translate import _
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from openerp.addons.account_statement_base_completion.statement import ErrorTooManyPartner
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class account_statement_profile(orm.Model):
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_inherit = "account.statement.profile"
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# Should be private but data are initialised with no update XML
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def get_from_ref_and_so(self, cr, uid, st_line, context=None):
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"""
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Match the partner based on the SO number and the reference of the
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statement line. Then, call the generic get_values_for_line method to
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complete other values. If more than one partner matched, raise the
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ErrorTooManyPartner error.
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:param int/long st_line: read of the concerned
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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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st_obj = self.pool.get('account.bank.statement.line')
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res = {}
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if st_line:
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so_obj = self.pool.get('sale.order')
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so_id = so_obj.search(cr,
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uid,
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[('name', '=', st_line['ref'])],
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context=context)
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if so_id:
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if so_id and len(so_id) == 1:
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so = so_obj.browse(cr, uid, so_id[0], context=context)
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res['partner_id'] = so.partner_id.id
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elif so_id and len(so_id) > 1:
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raise ErrorTooManyPartner(
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_('Line named "%s" (Ref:%s) was matched by more '
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'than one partner while looking on SO by ref.') %
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(st_line['name'], st_line['ref']))
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st_vals = st_obj.get_values_for_line(
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cr,
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uid,
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profile_id=st_line['profile_id'],
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master_account_id=st_line['master_account_id'],
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partner_id=res.get('partner_id', False),
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line_type='customer',
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amount=st_line['amount'] if st_line['amount'] else 0.0,
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context=context)
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res.update(st_vals)
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return res
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class account_statement_completion_rule(orm.Model):
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_name = "account.statement.completion.rule"
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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(account_statement_completion_rule, self)._get_functions(
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cr, uid, context=context)
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return res.append(
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('get_from_ref_and_so', 'From line reference (based on SO number)')
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)
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_columns = {
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'function_to_call': fields.selection(_get_functions, 'Method'),
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}
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