[12.0][MIG] Migrate module account_mass_reconcile to v12

2025-01-20 12:27:39 +02:00 · 2018-12-04 10:11:14 +01:00
parent cb1f400baa
commit 888e06ffbb
13 changed files with 545 additions and 38 deletions
--- a/account_mass_reconcile/README.rst
+++ b/account_mass_reconcile/README.rst
@@ -1,11 +1,30 @@
-.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
-   :target: https://www.gnu.org/licenses/agpl
-   :alt: License: AGPL-3
-
 ======================
 Account Mass Reconcile
 ======================

+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--reconcile-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-reconcile/tree/12.0/account_mass_reconcile
+    :alt: OCA/account-reconcile
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-reconcile-12-0/account-reconcile-12-0-account_mass_reconcile
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/98/12.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
 This is a shared work between Akretion and Camptocamp
 in order to provide:

@@ -25,35 +44,40 @@ on 2 lines (1 debit / 1 credit) and do not allow
 partial reconciliation, they also match on 1 key,
 partner or Journal item name.

+**Table of contents**
+
+.. contents::
+   :local:
+
 Usage
 =====

-Go to 'Invoicing / Adviser / Mass Automatic Reconcile' to start a new mass
+Give the user permissions to view full accounting features, then go to
+'Invoicing / Accounting / Mass Automatic Reconcile' to start a new mass
 reconcile.

-.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
-   :alt: Try me on Runbot
-   :target: https://runbot.odoo-community.org/runbot/98/11.0
-
-
 Bug Tracker
 ===========

 Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-reconcile/issues>`_.
 In case of trouble, please check there if your issue has already been reported.
-If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-reconcile/issues/new?body=module:%20account_mass_reconcile%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

+Do not contact contributors directly about support or help with technical issues.

 Credits
 =======

-Images
------
+Authors
+~~~~~~~

-* Odoo Community Association: `Icon <https://odoo-community.org/logo.png>`_.
+* Akretion
+* Camptocamp

 Contributors
------------
+~~~~~~~~~~~~
+
 * Sébastien Beau <sebastien.beau@akretion.com>
 * Guewen Baconnier <guewen.baconnier@camptocamp.com>
 * Vincent Renaville <vincent.renaville@camptocamp.com>
@@ -73,17 +97,19 @@ Contributors
 * Akim Juillerat <akim.juillerat@camptocamp.com>
 * Mykhailo Panarin <m.panarin@mobilunity.com>

-Maintainer
----------
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.

 .. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

-This module is maintained by the OCA.
-
 OCA, or the Odoo Community Association, is a nonprofit organization whose
 mission is to support the collaborative development of Odoo features and
 promote its widespread use.

-To contribute to this module, please visit https://odoo-community.org.
+This module is part of the `OCA/account-reconcile <https://github.com/OCA/account-reconcile/tree/12.0/account_mass_reconcile>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
--- a/account_mass_reconcile/manifest.py
+++ b/account_mass_reconcile/manifest.py
@@ -4,18 +4,18 @@

 {
    "name": "Account Mass Reconcile",
-    "version": "11.0.1.0.0",
+    "version": "12.0.1.0.0",
    "depends": [
-        "account_invoicing",
+        "account",
    ],
    "author": "Akretion,Camptocamp,Odoo Community Association (OCA)",
    "website": "https://github.com/OCA/account-reconcile",
    "category": "Finance",
    "data": [
-        "views/mass_reconcile.xml",
-        "views/mass_reconcile_history_view.xml",
        "security/ir_rule.xml",
        "security/ir.model.access.csv",
+        "views/mass_reconcile.xml",
+        "views/mass_reconcile_history_view.xml",
        "views/res_config_view.xml",
    ],
    'license': 'AGPL-3',
--- a/account_mass_reconcile/models/mass_reconcile.py
+++ b/account_mass_reconcile/models/mass_reconcile.py
@@ -21,6 +21,7 @@ class MassReconcileOptions(models.AbstractModel):
    wizards and allows to launch the wizards alone
    """
    _name = 'mass.reconcile.options'
+    _description = 'Options of a reconciliation profile'

    @api.model
    def _get_rec_base_date(self):
@@ -319,7 +320,7 @@ class AccountMassReconcile(models.Model):
        """
        def _get_date(reconcile):
            if reconcile.last_history.date:
-                return fields.Datetime.from_string(reconcile.last_history.date)
+                return fields.Datetime.to_datetime(reconcile.last_history.date)
            else:
                return datetime.min

--- a/account_mass_reconcile/models/mass_reconcile_history.py
+++ b/account_mass_reconcile/models/mass_reconcile_history.py
@@ -10,6 +10,7 @@ class MassReconcileHistory(models.Model):
    Each history stores the list of reconciliations done
    """
    _name = 'mass.reconcile.history'
+    _description = 'Store an history of the runs per profile'
    _rec_name = 'mass_reconcile_id'
    _order = 'date DESC'

--- a/account_mass_reconcile/models/res_config.py
+++ b/account_mass_reconcile/models/res_config.py
@@ -11,6 +11,7 @@ class AccountConfigSettings(models.TransientModel):
        related="company_id.reconciliation_commit_every",
        string="How often to commit when performing automatic reconciliation.",
        help="Leave zero to commit only at the end of the process.",
+        readonly=False,
    )


--- a/account_mass_reconcile/readme/CONTRIBUTORS.rst
+++ b/account_mass_reconcile/readme/CONTRIBUTORS.rst
@@ -0,0 +1,18 @@
+* Sébastien Beau <sebastien.beau@akretion.com>
+* Guewen Baconnier <guewen.baconnier@camptocamp.com>
+* Vincent Renaville <vincent.renaville@camptocamp.com>
+* Alexandre Fayolle <alexandre.fayolle@camptocamp.com>
+* Joël Grand-Guillaume <joel.grandguillaume@camptocamp.com>
+* Nicolas Bessi <nicolas.bessi@camptocamp.com>
+* Pedro M.Baeza <pedro.baeza@gmail.com>
+* Matthieu Dietrich <matthieu.dietrich@camptocamp.com>
+* Leonardo Pistone <leonardo.pistone@camptocamp.com>
+* Ecino <ecino@compassion.ch>
+* Yannick Vaucher <yannick.vaucher@camptocamp.com>
+* Rudolf Schnapka <rs@techno-flex.de>
+* Florian Dacosta <florian.dacosta@akretion.com>
+* Laetitia Gangloff <laetitia.gangloff@acsone.eu>
+* Frédéric Clémenti <frederic.clementi@camptocamp.com>
+* Damien Crier <damien.crier@camptocamp.com>
+* Akim Juillerat <akim.juillerat@camptocamp.com>
+* Mykhailo Panarin <m.panarin@mobilunity.com>
--- a/account_mass_reconcile/readme/DESCRIPTION.rst
+++ b/account_mass_reconcile/readme/DESCRIPTION.rst
@@ -0,0 +1,18 @@
+This is a shared work between Akretion and Camptocamp
+in order to provide:
+
+- Reconciliation facilities for big volume of transactions.
+- Setup different profiles of reconciliation by account.
+- Each profile can use many methods of reconciliation.
+- This module is also a base to create others
+  reconciliation methods which can plug in the profiles.
+- A profile a reconciliation can be run manually
+  or by a cron.
+- Monitoring of reconciliation runs with an history
+  which keep track of the reconciled Journal items.
+
+2 simple reconciliation methods are integrated
+in this module, the simple reconciliations works
+on 2 lines (1 debit / 1 credit) and do not allow
+partial reconciliation, they also match on 1 key,
+partner or Journal item name.
--- a/account_mass_reconcile/readme/USAGE.rst
+++ b/account_mass_reconcile/readme/USAGE.rst
@@ -0,0 +1,3 @@
+Give the user permissions to view full accounting features, then go to
+'Invoicing / Accounting / Mass Automatic Reconcile' to start a new mass
+reconcile.
--- a/account_mass_reconcile/static/description/index.html
+++ b/account_mass_reconcile/static/description/index.html
@@ -0,0 +1,439 @@
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+<div class="document" id="account-mass-reconcile">
+<h1 class="title">Account Mass Reconcile</h1>
+
+<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! This file is generated by oca-gen-addon-readme !!
+!! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
+<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-reconcile/tree/12.0/account_mass_reconcile"><img alt="OCA/account-reconcile" src="https://img.shields.io/badge/github-OCA%2Faccount--reconcile-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-reconcile-12-0/account-reconcile-12-0-account_mass_reconcile"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/98/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
+<p>This is a shared work between Akretion and Camptocamp
+in order to provide:</p>
+<ul class="simple">
+<li>Reconciliation facilities for big volume of transactions.</li>
+<li>Setup different profiles of reconciliation by account.</li>
+<li>Each profile can use many methods of reconciliation.</li>
+<li>This module is also a base to create others
+reconciliation methods which can plug in the profiles.</li>
+<li>A profile a reconciliation can be run manually
+or by a cron.</li>
+<li>Monitoring of reconciliation runs with an history
+which keep track of the reconciled Journal items.</li>
+</ul>
+<p>2 simple reconciliation methods are integrated
+in this module, the simple reconciliations works
+on 2 lines (1 debit / 1 credit) and do not allow
+partial reconciliation, they also match on 1 key,
+partner or Journal item name.</p>
+<p><strong>Table of contents</strong></p>
+<div class="contents local topic" id="contents">
+<ul class="simple">
+<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="usage">
+<h1><a class="toc-backref" href="#id1">Usage</a></h1>
+<p>Give the user permissions to view full accounting features, then go to
+‘Invoicing / Accounting / Mass Automatic Reconcile’ to start a new mass
+reconcile.</p>
+</div>
+<div class="section" id="bug-tracker">
+<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1>
+<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-reconcile/issues">GitHub Issues</a>.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+<a class="reference external" href="https://github.com/OCA/account-reconcile/issues/new?body=module:%20account_mass_reconcile%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
+<p>Do not contact contributors directly about support or help with technical issues.</p>
+</div>
+<div class="section" id="credits">
+<h1><a class="toc-backref" href="#id3">Credits</a></h1>
+<div class="section" id="authors">
+<h2><a class="toc-backref" href="#id4">Authors</a></h2>
+<ul class="simple">
+<li>Akretion</li>
+<li>Camptocamp</li>
+</ul>
+</div>
+<div class="section" id="contributors">
+<h2><a class="toc-backref" href="#id5">Contributors</a></h2>
+<ul class="simple">
+<li>Sébastien Beau &lt;<a class="reference external" href="mailto:sebastien.beau&#64;akretion.com">sebastien.beau&#64;akretion.com</a>&gt;</li>
+<li>Guewen Baconnier &lt;<a class="reference external" href="mailto:guewen.baconnier&#64;camptocamp.com">guewen.baconnier&#64;camptocamp.com</a>&gt;</li>
+<li>Vincent Renaville &lt;<a class="reference external" href="mailto:vincent.renaville&#64;camptocamp.com">vincent.renaville&#64;camptocamp.com</a>&gt;</li>
+<li>Alexandre Fayolle &lt;<a class="reference external" href="mailto:alexandre.fayolle&#64;camptocamp.com">alexandre.fayolle&#64;camptocamp.com</a>&gt;</li>
+<li>Joël Grand-Guillaume &lt;<a class="reference external" href="mailto:joel.grandguillaume&#64;camptocamp.com">joel.grandguillaume&#64;camptocamp.com</a>&gt;</li>
+<li>Nicolas Bessi &lt;<a class="reference external" href="mailto:nicolas.bessi&#64;camptocamp.com">nicolas.bessi&#64;camptocamp.com</a>&gt;</li>
+<li>Pedro M.Baeza &lt;<a class="reference external" href="mailto:pedro.baeza&#64;gmail.com">pedro.baeza&#64;gmail.com</a>&gt;</li>
+<li>Matthieu Dietrich &lt;<a class="reference external" href="mailto:matthieu.dietrich&#64;camptocamp.com">matthieu.dietrich&#64;camptocamp.com</a>&gt;</li>
+<li>Leonardo Pistone &lt;<a class="reference external" href="mailto:leonardo.pistone&#64;camptocamp.com">leonardo.pistone&#64;camptocamp.com</a>&gt;</li>
+<li>Ecino &lt;<a class="reference external" href="mailto:ecino&#64;compassion.ch">ecino&#64;compassion.ch</a>&gt;</li>
+<li>Yannick Vaucher &lt;<a class="reference external" href="mailto:yannick.vaucher&#64;camptocamp.com">yannick.vaucher&#64;camptocamp.com</a>&gt;</li>
+<li>Rudolf Schnapka &lt;<a class="reference external" href="mailto:rs&#64;techno-flex.de">rs&#64;techno-flex.de</a>&gt;</li>
+<li>Florian Dacosta &lt;<a class="reference external" href="mailto:florian.dacosta&#64;akretion.com">florian.dacosta&#64;akretion.com</a>&gt;</li>
+<li>Laetitia Gangloff &lt;<a class="reference external" href="mailto:laetitia.gangloff&#64;acsone.eu">laetitia.gangloff&#64;acsone.eu</a>&gt;</li>
+<li>Frédéric Clémenti &lt;<a class="reference external" href="mailto:frederic.clementi&#64;camptocamp.com">frederic.clementi&#64;camptocamp.com</a>&gt;</li>
+<li>Damien Crier &lt;<a class="reference external" href="mailto:damien.crier&#64;camptocamp.com">damien.crier&#64;camptocamp.com</a>&gt;</li>
+<li>Akim Juillerat &lt;<a class="reference external" href="mailto:akim.juillerat&#64;camptocamp.com">akim.juillerat&#64;camptocamp.com</a>&gt;</li>
+<li>Mykhailo Panarin &lt;<a class="reference external" href="mailto:m.panarin&#64;mobilunity.com">m.panarin&#64;mobilunity.com</a>&gt;</li>
+</ul>
+</div>
+<div class="section" id="maintainers">
+<h2><a class="toc-backref" href="#id6">Maintainers</a></h2>
+<p>This module is maintained by the OCA.</p>
+<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
+<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.</p>
+<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-reconcile/tree/12.0/account_mass_reconcile">OCA/account-reconcile</a> project on GitHub.</p>
+<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
+</div>
+</div>
+</div>
+</body>
+</html>
--- a/account_mass_reconcile/tests/test_scenario_reconcile.py
+++ b/account_mass_reconcile/tests/test_scenario_reconcile.py
@@ -134,7 +134,7 @@ class TestScenarioReconcile(common.SavepointCase):
    def test_scenario_reconcile_currency(self):
        # create currency rate
        self.env['res.currency.rate'].create({
-            'name': fields.Date.today() + ' 00:00:00',
+            'name': fields.Date.today().strftime('%Y-%m-%d') + ' 00:00:00',
            'currency_id': self.ref('base.USD'),
            'rate': 1.5,
        })
--- a/account_mass_reconcile/views/mass_reconcile.xml
+++ b/account_mass_reconcile/views/mass_reconcile.xml
@@ -45,19 +45,19 @@
                        </page>
                        <page name="information" string="Information">
                          <separator colspan="4" string="Simple. Amount and Name"/>
-                          <label string="Match one debit line vs one credit line. Do not allow partial reconciliation.
+                          <label for="reconcile_method" string="Match one debit line vs one credit line. Do not allow partial reconciliation.
 The lines should have the same amount (with the write-off) and the same name to be reconciled." colspan="4"/>

                          <separator colspan="4" string="Simple. Amount and Partner"/>
-                          <label string="Match one debit line vs one credit line. Do not allow partial reconciliation.
+                          <label for="reconcile_method" string="Match one debit line vs one credit line. Do not allow partial reconciliation.
 The lines should have the same amount (with the write-off) and the same partner to be reconciled." colspan="4"/>

                          <separator colspan="4" string="Simple. Amount and Reference"/>
-                          <label string="Match one debit line vs one credit line. Do not allow partial reconciliation.
+                          <label for="reconcile_method" string="Match one debit line vs one credit line. Do not allow partial reconciliation.
 The lines should have the same amount (with the write-off) and the same reference to be reconciled." colspan="4"/>
                          <group colspan="2" col="2">
                              <separator colspan="4" string="Advanced. Partner and Ref"/>
-                              <label string="Match multiple debit vs multiple credit entries. Allow partial reconciliation.
+                              <label for="reconcile_method" string="Match multiple debit vs multiple credit entries. Allow partial reconciliation.
 The lines should have the same partner, and the credit entry ref. is matched with the debit entry ref. or name." colspan="4"/>
                          </group>
                        </page>
@@ -81,7 +81,7 @@ The lines should have the same partner, and the credit entry ref. is matched wit
                <field name="account"/>
                <field name="company_id" groups="base.group_multi_company"/>
                <field name="unreconciled_count"/>
-                <button icon="gtk-ok" name="run_reconcile" colspan="4"
+                <button icon="fa-cogs" name="run_reconcile" colspan="4"
                    string="Start Auto Reconcilation" type="object"/>
                <button icon="fa-share" name="last_history_reconcile" colspan="2"
                    string="Display items reconciled on the last run" type="object"/>
@@ -132,8 +132,8 @@ The lines should have the same partner, and the credit entry ref. is matched wit
    <!-- menu item -->

    <menuitem action="action_account_mass_reconcile"
-        id="menu_mass_reconcile"
-        parent="account.menu_finance_entries"/>
+        id="menu_mass_reconcile" sequence="30"
+        parent="account.menu_finance_entries_actions"/>


 <data noupdate="1">
--- a/account_mass_reconcile/views/mass_reconcile_history_view.xml
+++ b/account_mass_reconcile/views/mass_reconcile_history_view.xml
@@ -6,10 +6,10 @@
        <field name="model">mass.reconcile.history</field>
        <field name="arch" type="xml">
            <search string="Automatic Mass Reconcile History">
-                <filter icon="terp-go-today" string="Today"
+                <filter icon="terp-go-today" name="Today"
                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
                    help="Todays' Reconcilations" />
-                <filter icon="terp-go-week" string="7 Days"
+                <filter icon="terp-go-week" name="7 Days"
                    help="Reconciliations of last 7 days"
                    domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
                />
@@ -20,10 +20,10 @@

                <newline/>
                <group expand="0" string="Group By...">
-                    <filter string="Reconciliation Profile"
+                    <filter name="Reconciliation Profile"
                        icon="terp-stock_effects-object-colorize"
                        domain="[]" context="{'group_by': 'mass_reconcile_id'}"/>
-                    <filter string="Date" icon="terp-go-month" domain="[]"
+                    <filter name="Date" icon="terp-go-month" domain="[]"
                        context="{'group_by': 'date'}"/>
                </group>
            </search>
--- a/account_mass_reconcile/views/res_config_view.xml
+++ b/account_mass_reconcile/views/res_config_view.xml
@@ -12,7 +12,7 @@
            <div class="col-xs-12 col-md-6 o_setting_box">
              <div class="o_setting_left_pane"/>
              <div class="o_setting_right_pane">
-                <label string="Commit frequency"/>
+                <label for="reconciliation_commit_every" string="Commit frequency"/>
                <div class="text-muted">
                  How often to commit when performing automatic reconciliation.
                  Leave zero to commit only at the end of the process.