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[MRG] Add a new module in order to have advanced completion label.

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With this module you can auto-complete the account_id or/and the partner_id based on the label of the line
This commit is contained in:
Sébastien Beau
2014-05-13 13:46:22 +02:00
committed by Joel Grand-Guillaume
parent 5eb18296e3 0ccf35ebc3
commit 886f9617fc
8 changed files with 390 additions and 0 deletions
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25
account_statement_completion_label/__init__.py Normal file
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# -*- coding: utf-8 -*-
###############################################################################
#
# account_statement_completion_label for OpenERP
# Copyright (C) 2013 Akretion (http://www.akretion.com). All Rights Reserved
# @author Benoît GUILLOT <benoit.guillot@akretion.com>
#
# 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 partner
from . import statement

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account_statement_completion_label/__openerp__.py Normal file
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# -*- coding: utf-8 -*-
###############################################################################
#
# account_statement_completion_label for OpenERP
# Copyright (C) 2013 Akretion (http://www.akretion.com). All Rights Reserved
# @author Benoît GUILLOT <benoit.guillot@akretion.com>
#
# 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': 'Bank statement completion from label',
'version': '0.1',
'category': 'Generic Modules/Others',
'license': 'AGPL-3',
'description': """
Improve the basic rule "Match from statement line label (based on partner field 'Bank Statement Label')" provided by the
Bank statement base completion module. The goal is to match the label field from the bank statement line with a partner and
an account.
For this, you have to create your record in the new class account.statement.label where you can link the label you want with a
partner and an account.
""",
'author': 'Akretion',
'website': 'http://www.akretion.com/',
'depends': ['account_statement_base_completion'],
'data': [
'partner_view.xml',
'statement_view.xml',
'security/ir.model.access.csv',
'security/ir_rule.xml',
],
'demo': [],
'installable': True,
'active': False,
}

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account_statement_completion_label/partner.py Normal file
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# -*- coding: utf-8 -*-
###############################################################################
#
# account_statement_completion_label for OpenERP
# Copyright (C) 2013 Akretion (http://www.akretion.com). All Rights Reserved
# @author Benoît GUILLOT <benoit.guillot@akretion.com>
#
# 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 import fields, orm
class res_partner(orm.Model):
_inherit = "res.partner"
_columns = {
'bank_statement_label': fields.one2many('account.statement.label',
'partner_id',
'Bank Statement Label'),
}

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account_statement_completion_label/partner_view.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<!--
account_statement_completion_label for OpenERP
Copyright (C) 2013 Akretion (http://www.akretion.com). All Rights Reserved
@author Sébastien BEAU <sebastien.beau@akretion.com>
The licence is in the file __openerp__.py
-->
<openerp>
<data>
<record id="bk_view_partner_form" model="ir.ui.view">
<field name="name">account_bank_statement_import.view.partner.form</field>
<field name="model">res.partner</field>
<field name="type">form</field>
<field name="priority">20</field>
<field name="inherit_id" ref="account_statement_base_completion.bk_view_partner_form"/>
<field name="arch" type="xml">
<field name="bank_statement_label" position="replace">
<group groups="account.group_account_invoice" colspan="4">
<field name="bank_statement_label" colspan="4">
<tree string="Statement Label" editable="top">
<field name="label"/>
<field name="account_id"/>
<field name="profile_id"/>
</tree>
</field>
</group>
</field>
</field>
</record>
</data>
</openerp>

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account_statement_completion_label/security/ir.model.access.csv Normal file
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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_account_statement_label_user,account.statement.label,model_account_statement_label,account.group_account_user,1,0,0,0
access_account_statement_label_manager,account.statement.label,model_account_statement_label,account.group_account_manager,1,1,1,1
1 id name model_id:id group_id:id perm_read perm_write perm_create perm_unlink
2 access_account_statement_label_user account.statement.label model_account_statement_label account.group_account_user 1 0 0 0
3 access_account_statement_label_manager account.statement.label model_account_statement_label account.group_account_manager 1 1 1 1

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account_statement_completion_label/security/ir_rule.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
<record id="label_rule" model="ir.rule">
<field name="name">Multicompany label</field>
<field ref="model_account_statement_label" name="model_id"/>
<field name="domain_force">['|',('company_id','=',False),('company_id','child_of',[user.company_id.id])]</field>
<field name="global" eval="True"/>
</record>
</data>
</openerp>

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account_statement_completion_label/statement.py Normal file
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# -*- coding: utf-8 -*-
###############################################################################
#
# account_statement_completion_label for OpenERP
# Copyright (C) 2013 Akretion (http://www.akretion.com). All Rights Reserved
# @author Benoît GUILLOT <benoit.guillot@akretion.com>
#
# 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 import fields, orm
from collections import defaultdict
from openerp.addons.account_statement_base_completion.statement import ErrorTooManyPartner
class ErrorTooManyLabel(Exception):
"""
New Exception definition that is raised when more than one label is matched
by the completion rule.
"""
def __init__(self, value):
self.value = value
def __str__(self):
return repr(self.value)
class AccountBankSatement(orm.Model):
"""
We add a basic button and stuff to support the auto-completion
of the bank statement once line have been imported or manually fullfill.
"""
_inherit = "account.bank.statement"
def open_completion_label(self, cr, uid, ids, context=None):
return {
'name': 'Statement Label',
'view_type': 'form',
'view_mode': 'tree,form',
'res_model': 'account.statement.label',
'type': 'ir.actions.act_window',
'nodestroy': True,
'target': False,
}
class AccountStatementCompletionRule(orm.Model):
_inherit = "account.statement.completion.rule"
def get_from_label_and_partner_field(self, cr, uid, st_line, context=None):
"""
Match the partner and the account based on the name field of the
statement line and the table account.statement.label.
If more than one statement label matched, raise the ErrorTooManylabel
error.
:param int line_id: id 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,
...}
"""
st_obj = self.pool.get('account.bank.statement')
statement = st_obj.browse(cr, uid, st_line['statement_id'][0],
context=context)
res = {}
if not context.get('label_memorizer'):
context['label_memorizer'] = defaultdict(list)
for line in statement.line_ids:
cr.execute("""
SELECT l.partner_id,
l.account_id
FROM account_statement_label as l,
account_bank_statement as s
LEFT JOIN
account_bank_statement_line as st_l
ON
st_l.statement_id = s.id
WHERE
st_l.name ~* l.label
AND
l.profile_id = s.profile_id
AND
st_l.id = %s
""", (line.id,))
for partner, account in cr.fetchall():
context['label_memorizer'][line.id].append({'partner_id': partner,
'account_id': account})
if st_line['id'] in context['label_memorizer']:
label_info = context['label_memorizer'][st_line['id']]
if len(label_info) > 1:
raise ErrorTooManyPartner(_('Line named "%s" (Ref:%s) was matched by '
'more than one statement label.') %
(st_line['name'], st_line['ref']))
if label_info[0]['partner_id']:
res['partner_id'] = label_info[0]['partner_id']
res['account_id'] = label_info[0]['account_id']
return res
class AccountStatementLabel(orm.Model):
"""Create a new class to map an account statement label to a partner
and a specific account
"""
_name = "account.statement.label"
_description = "Account Statement Label"
_columns = {
'partner_id': fields.many2one('res.partner', 'Partner'),
'label': fields.char('Bank Statement Label', size=100),
'account_id': fields.many2one('account.account', 'Account',
required = True,
help='Account corresponding to the label '
'for a given partner'),
'company_id': fields.related('account_id', 'company_id',
type='many2one',
relation='res.company',
string='Company',
store=True,
readonly=True),
'profile_id': fields.many2one('account.statement.profile',
'Account Profile'),
}
_defaults = {
'company_id': lambda s,cr,uid,c:
s.pool.get('res.company')._company_default_get(cr, uid,
'account.statement.label',
context=c),
}
_sql_constraints = [
('profile_label_unique', 'unique (label, profile_id, company_id)',
'You cannot have similar label for the same profile and company'),
]
def save_and_close_label(self, cr, uid, ids, context=None):
return {'type': 'ir.actions.act_window_close'}

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account_statement_completion_label/statement_view.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<!--
account_statement_completion_label for OpenERP
Copyright (C) 2013 Akretion (http://www.akretion.com). All Rights Reserved
@author Benoît GUILLOT <benoit.guillot@akretion.com>
The licence is in the file __openerp__.py
-->
<openerp>
<data>
<record id="bank_statement_view_form" model="ir.ui.view">
<field name="name">account_statement_completion_label.bank_statement.view_form</field>
<field name="model">account.bank.statement</field>
<field name="inherit_id" ref="account.view_bank_statement_form" />
<field name="arch" type="xml">
<data>
<xpath expr="/form/sheet/div[@name='import_buttons']" position="after">
<button name="open_completion_label" string="Open Completion Labels"
states='draft,open' type="object" colspan="1"/>
</xpath>
</data>
</field>
</record>
<record id="statement_label_view_form" model="ir.ui.view">
<field name="name">account.statement.label.view</field>
<field name="model">account.statement.label</field>
<field name="arch" type="xml">
<form string="Statement Label">
<field name="label"/>
<field name="partner_id"/>
<field name="account_id"/>
<field name="profile_id"/>
<field name="company_id"/>
</form>
</field>
</record>
<record id="statement_label_view_tree" model="ir.ui.view">
<field name="name">account.statement.label.view</field>
<field name="model">account.statement.label</field>
<field name="arch" type="xml">
<tree string="Statement Label">
<field name="label"/>
<field name="partner_id"/>
<field name="account_id"/>
<field name="profile_id"/>
</tree>
</field>
</record>
<record id="statement_label_view_search" model="ir.ui.view">
<field name="name">account.statement.label.search</field>
<field name="model">account.statement.label</field>
<field name="arch" type="xml">
<search string="Search Statement Label" >
<field name="label"/>
<field name="partner_id"/>
<field name="account_id"/>
<field name="profile_id"/>
</search>
</field>
</record>
<record id="action_statement_label_tree" model="ir.actions.act_window">
<field name="name">Account Statement Label</field>
<field name="res_model">account.statement.label</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="search_view_id" ref="statement_label_view_search"/>
</record>
<menuitem string="Statement Label" action="action_statement_label_tree"
id="menu_action_statement_label_tree_menu" parent="account.menu_configuration_misc"
sequence="40"/>
</data>
</openerp>