Merge branch 'mig/14.0/account_rec_set_partner' into '14.0'

mig/14.0/account_rec_set_partner into 14.0

See merge request hibou-io/hibou-odoo/suite!580

account_rec_set_partner/__init__.py

@@ -0,0 +1 @@
+from . import models

account_rec_set_partner/__manifest__.py

@@ -0,0 +1,19 @@
+{
+    'name': 'Reconcile Model Set Partner',
+    'version': '14.0.1.0.0',
+    'author': 'Hibou Corp. <hello@hibou.io>',
+    'category': 'Accounting',
+    'summary': 'Reconcile Model can now set the Partner when matched.',
+    'description': """
+Reconcile Model can now set the Partner when matched.
+""",
+    'website': 'https://hibou.io/',
+    'depends': [
+        'account',
+    ],
+    'data': [
+        'views/account_views.xml',
+    ],
+    'installable': True,
+    'auto_install': False,
+}

account_rec_set_partner/models/__init__.py

@@ -0,0 +1 @@
+from . import account

account_rec_set_partner/models/account.py

@@ -0,0 +1,87 @@
+from odoo import api, fields, models
+from odoo.tools import float_compare, float_is_zero
+from collections import defaultdict
+
+
+class AccountReconcileModel(models.Model):
+    _inherit = 'account.reconcile.model'
+
+    set_partner_id = fields.Many2one('res.partner', string='Set Partner')
+
+    """
+    Big override/patch to extend the behavior during proposal of 
+    write off if the rule has a "set_partner_id" and the statement
+    line does not have a partner set.
+    """
+    def _apply_rules(self, st_lines, excluded_ids=None, partner_map=None):
+        ''' Apply criteria to get candidates for all reconciliation models.
+        :param st_lines:        Account.bank.statement.lines recordset.
+        :param excluded_ids:    Account.move.lines to exclude.
+        :param partner_map:     Dict mapping each line with new partner eventually.
+        :return:                A dict mapping each statement line id with:
+            * aml_ids:      A list of account.move.line ids.
+            * model:        An account.reconcile.model record (optional).
+            * status:       'reconciled' if the lines has been already reconciled, 'write_off' if the write-off must be
+                            applied on the statement line.
+        '''
+        # This functions uses SQL to compute its results. We need to flush before doing anything more.
+        for model_name in ('account.bank.statement', 'account.bank.statement.line', 'account.move', 'account.move.line', 'res.company', 'account.journal', 'account.account'):
+            self.env[model_name].flush(self.env[model_name]._fields)
+
+        results = {line.id: {'aml_ids': []} for line in st_lines}
+
+        available_models = self.filtered(lambda m: m.rule_type != 'writeoff_button').sorted()
+        aml_ids_to_exclude = set() # Keep track of already processed amls.
+        reconciled_amls_ids = set() # Keep track of already reconciled amls.
+
+        # First associate with each rec models all the statement lines for which it is applicable
+        lines_with_partner_per_model = defaultdict(lambda: [])
+        for st_line in st_lines:
+
+            # Statement lines created in old versions could have a residual amount of zero. In that case, don't try to
+            # match anything.
+            if not st_line.amount_residual:
+                continue
+
+            mapped_partner = (partner_map and partner_map.get(st_line.id) and self.env['res.partner'].browse(partner_map[st_line.id])) or st_line.partner_id
+
+            for rec_model in available_models:
+                partner = mapped_partner or rec_model._get_partner_from_mapping(st_line)
+
+                if rec_model._is_applicable_for(st_line, partner):
+                    # Customization
+                    if not partner and rec_model.set_partner_id and not rec_model.match_partner:
+                        partner = rec_model.set_partner_id
+                        st_line.partner_id = partner
+                    # End Customization
+
+                    lines_with_partner_per_model[rec_model].append((st_line, partner))
+
+        # Execute only one SQL query for each model (for performance)
+        matched_lines = self.env['account.bank.statement.line']
+        for rec_model in available_models:
+
+            # We filter the lines for this model, in case a previous one has already found something for them
+            filtered_st_lines_with_partner = [x for x in lines_with_partner_per_model[rec_model] if x[0] not in matched_lines]
+
+            if not filtered_st_lines_with_partner:
+                # No unreconciled statement line for this model
+                continue
+
+            all_model_candidates = rec_model._get_candidates(filtered_st_lines_with_partner, excluded_ids)
+
+            for st_line, partner in filtered_st_lines_with_partner:
+                candidates = all_model_candidates[st_line.id]
+                if candidates:
+                    model_rslt, new_reconciled_aml_ids, new_treated_aml_ids = rec_model._get_rule_result(st_line, candidates, aml_ids_to_exclude, reconciled_amls_ids, partner)
+
+                    if model_rslt:
+                        # We inject the selected partner (possibly coming from the rec model)
+                        model_rslt['partner']= partner
+
+                        results[st_line.id] = model_rslt
+                        reconciled_amls_ids |= new_reconciled_aml_ids
+                        aml_ids_to_exclude |= new_treated_aml_ids
+                        matched_lines += st_line
+
+        return results

account_rec_set_partner/views/account_views.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_account_reconcile_model_form_inherit" model="ir.ui.view">
+        <field name="name">account.reconcile.model.form.inherit</field>
+        <field name="model">account.reconcile.model</field>
+        <field name="inherit_id" ref="account.view_account_reconcile_model_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='match_partner']" position="before">
+                <field name="set_partner_id"
+                       attrs="{'invisible': [('match_partner', '=', True)]}"/>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>