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[ADD] account_bank_statement_import_guess_partner
This commit is contained in:
Ronald Portier
74
account_bank_statement_import_guess_partner/README.rst
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74
account_bank_statement_import_guess_partner/README.rst
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==========================================
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Guess partner on import of statement lines
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==========================================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github
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:target: https://github.com/OCA/bank-statement-import/tree/13.0/account_bank_statement_import_guess_partner
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:alt: OCA/bank-statement-import
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/bank-statement-import-13-0/bank-statement-import-13-0-account_bank_statement_import_guess_partner
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/174/13.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module uses the ref in an imported transaction to find the partner from the
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invoice if possible, and if not set already.
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**Table of contents**
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.. contents::
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:local:
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/bank-statement-import/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/bank-statement-import/issues/new?body=module:%20account_bank_statement_import_guess_partner%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Therp BV
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Contributors
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~~~~~~~~~~~~
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* Ronald Portier - Therp BV
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/bank-statement-import <https://github.com/OCA/bank-statement-import/tree/13.0/account_bank_statement_import_guess_partner>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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3
account_bank_statement_import_guess_partner/__init__.py
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3
account_bank_statement_import_guess_partner/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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from . import models
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11
account_bank_statement_import_guess_partner/__manifest__.py
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11
account_bank_statement_import_guess_partner/__manifest__.py
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# Copyright 2022 Therp BV <https://therp.nl>.
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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{
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"name": "Guess partner on import of statement lines",
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"version": "13.0.1.0.0",
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"category": "Invoicing Management",
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"website": "https://github.com/OCA/bank-statement-import",
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"author": "Therp BV, Odoo Community Association (OCA)",
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"license": "AGPL-3",
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"depends": ["account_bank_statement_import"],
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}
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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"""Import models."""
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from . import account_bank_statement_import
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# Copyright 2022 Therp BV <https://therp.nl>.
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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"""Try to determine partner from ref in transaction and from invoice."""
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from odoo import models
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class AccountBankStatementImport(models.TransientModel):
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"""Try to determine partner from ref in transaction and from invoice."""
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_inherit = "account.bank.statement.import"
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def _complete_stmts_vals(self, stmts_vals, journal, account_number):
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"""Try to find partner for each transaction."""
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stmts_vals = super()._complete_stmts_vals(stmts_vals, journal, account_number)
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# Loop over statements.
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for statement in stmts_vals:
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# Loop over transactions in statement.
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for transaction in statement["transactions"]:
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self._complete_transaction(transaction)
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return stmts_vals
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def _complete_transaction(self, transaction):
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"""Try to find partner by searching invoice with reference."""
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if transaction.get("partner_id", False):
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return
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if not transaction.get("ref", False):
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return
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ref = transaction["ref"]
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invoice_model = self.env["account.move"]
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# We search each possibility in a separate statement, to prioritize
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# invoice_origin over ref, and ref over name.
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invoice = invoice_model.search([("invoice_origin", "=", ref)], limit=1)
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if not invoice:
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invoice = invoice_model.search([("ref", "=", ref)], limit=1)
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if not invoice:
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invoice = invoice_model.search([("name", "=", ref)], limit=1)
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if invoice:
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transaction["partner_id"] = invoice.partner_id.id
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@@ -0,0 +1 @@
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* Ronald Portier - Therp BV
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@@ -0,0 +1,2 @@
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This module uses the ref in an imported transaction to find the partner from the
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invoice if possible, and if not set already.
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@@ -0,0 +1,420 @@
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<meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" />
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<title>Guess partner on import of statement lines</title>
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||||
table.docutils.booktabs th {
|
||||
border-bottom: thin solid;
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
||||
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
||||
font-size: 100% }
|
||||
|
||||
ul.auto-toc {
|
||||
list-style-type: none }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="guess-partner-on-import-of-statement-lines">
|
||||
<h1 class="title">Guess partner on import of statement lines</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/bank-statement-import/tree/13.0/account_bank_statement_import_guess_partner"><img alt="OCA/bank-statement-import" src="https://img.shields.io/badge/github-OCA%2Fbank--statement--import-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/bank-statement-import-13-0/bank-statement-import-13-0-account_bank_statement_import_guess_partner"><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/174/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module uses the ref in an imported transaction to find the partner from the
|
||||
invoice if possible, and if not set already.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#bug-tracker" id="id1">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="id2">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="id3">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="id4">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="id5">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#id1">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/bank-statement-import/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/bank-statement-import/issues/new?body=module:%20account_bank_statement_import_guess_partner%0Aversion:%2013.0%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="#id2">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#id3">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Therp BV</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#id4">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Ronald Portier - Therp BV</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#id5">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/bank-statement-import/tree/13.0/account_bank_statement_import_guess_partner">OCA/bank-statement-import</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>
|
||||
@@ -0,0 +1,2 @@
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
|
||||
from . import test_account_bank_statement_import_guess_partner
|
||||
@@ -0,0 +1,109 @@
|
||||
# Copyright 2022 Therp BV <https://therp.nl>.
|
||||
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0
|
||||
"""Test determining partner from ref in transaction."""
|
||||
from odoo.tests import common
|
||||
|
||||
REF = "SO0001"
|
||||
STMTS_VALS = [
|
||||
{
|
||||
"name": "Test000123",
|
||||
"date": "2022-03-29",
|
||||
"transactions": [
|
||||
{
|
||||
"name": "Bla000123",
|
||||
"date": "2022-03-30",
|
||||
"amount": 23.95,
|
||||
"unique_import_id": "random0001",
|
||||
"ref": REF,
|
||||
},
|
||||
],
|
||||
}
|
||||
]
|
||||
|
||||
|
||||
class TestAccountBankStatementImportGuessPartner(common.SavepointCase):
|
||||
"""Test determining partner from ref in transaction."""
|
||||
|
||||
@classmethod
|
||||
def setUpClass(cls):
|
||||
super().setUpClass()
|
||||
cls.account_type = cls.env["account.account.type"].create(
|
||||
{"name": "Test Account Type", "type": "other", "internal_group": "asset"}
|
||||
)
|
||||
cls.a_receivable = cls.env["account.account"].create(
|
||||
{
|
||||
"code": "TAA",
|
||||
"name": "Test Receivable Account",
|
||||
"internal_type": "receivable",
|
||||
"user_type_id": cls.account_type.id,
|
||||
}
|
||||
)
|
||||
cls.partner = cls.env["res.partner"].create(
|
||||
{"name": "Test Partner 2", "parent_id": False}
|
||||
)
|
||||
cls.journal = cls.env["account.journal"].create(
|
||||
{"name": "Test Journal", "type": "sale", "code": "TJS0"}
|
||||
)
|
||||
|
||||
def test_invoice_invoice_origin(self):
|
||||
"""Test invoice.invoice_origin = transaction["ref"]."""
|
||||
self._create_invoice("invoice_origin", REF)
|
||||
transaction = self._get_completed_transaction()
|
||||
self.assertIn("partner_id", transaction)
|
||||
self.assertEqual(transaction["partner_id"], self.partner.id)
|
||||
|
||||
def test_invoice_ref(self):
|
||||
"""Test invoice.ref = transaction["ref"]."""
|
||||
self._create_invoice("ref", REF)
|
||||
transaction = self._get_completed_transaction()
|
||||
self.assertIn("partner_id", transaction)
|
||||
self.assertEqual(transaction["partner_id"], self.partner.id)
|
||||
|
||||
def test_invoice_name(self):
|
||||
"""Test invoice.name = transaction["ref"]."""
|
||||
self._create_invoice("name", REF)
|
||||
transaction = self._get_completed_transaction()
|
||||
self.assertIn("partner_id", transaction)
|
||||
self.assertEqual(transaction["partner_id"], self.partner.id)
|
||||
|
||||
def test_invoice_unknown_ref(self):
|
||||
"""Test no value in invoice for transaction["ref"]."""
|
||||
self._create_invoice("invoice_origin", "DoesAbsolutelyNotExist")
|
||||
transaction = self._get_completed_transaction()
|
||||
self.assertNotIn("partner_id", transaction)
|
||||
|
||||
def _get_completed_transaction(self):
|
||||
"""Complete statements and return first transaction in first statement."""
|
||||
# pylint: disable=protected-access
|
||||
absi_model = self.env["account.bank.statement.import"]
|
||||
# Make sure dictionary is "incompleted".
|
||||
transaction = STMTS_VALS[0]["transactions"][0]
|
||||
if "partner_id" in transaction:
|
||||
del transaction["partner_id"]
|
||||
absi_model._complete_stmts_vals(STMTS_VALS, self.journal, "BNK0001")
|
||||
return transaction
|
||||
|
||||
def _create_invoice(self, ref_field, ref_value):
|
||||
"""Create an invoice with some reference information."""
|
||||
invoice = self.env["account.move"].create(
|
||||
{
|
||||
"name": "Test Invoice 3",
|
||||
"partner_id": self.partner.id,
|
||||
"type": "out_invoice",
|
||||
"journal_id": self.journal.id,
|
||||
"invoice_line_ids": [
|
||||
(
|
||||
0,
|
||||
0,
|
||||
{
|
||||
"account_id": self.a_receivable.id,
|
||||
"name": "Test line",
|
||||
"quantity": 1.0,
|
||||
"price_unit": 100.00,
|
||||
},
|
||||
)
|
||||
],
|
||||
}
|
||||
)
|
||||
invoice[ref_field] = ref_value # Might also override name.
|
||||
invoice.post()
|
||||
@@ -0,0 +1 @@
|
||||
../../../../account_bank_statement_import_guess_partner
|
||||
@@ -0,0 +1,6 @@
|
||||
import setuptools
|
||||
|
||||
setuptools.setup(
|
||||
setup_requires=['setuptools-odoo'],
|
||||
odoo_addon=True,
|
||||
)
|
||||
Reference in New Issue
Block a user