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[16.0][ADD] account_analytic_document_date: New module account_analyt…
…ic_document_date
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============================== | ||
Account Analytic Document Date | ||
============================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:a744d1489a8640283abcaacbc6366a24199f447d5d46ba66ad30beefcebf542b | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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--analytic-lightgray.png?logo=github | ||
:target: https://github.com/OCA/account-analytic/tree/16.0/account_analytic_document_date | ||
:alt: OCA/account-analytic | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/account-analytic-16-0/account-analytic-16-0-account_analytic_document_date | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/account-analytic&target_branch=16.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module adds an other date to the account.move for analytics | ||
proposits | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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1. **Set Document Date on Invoice:** | ||
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- Navigate to the invoice and set the document date. | ||
- If the document date is not set, it will automatically be assigned | ||
the invoice date upon confirmation. | ||
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2. **Analytic Line Generation:** | ||
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- If any line has analytic information, the generated analytic entry | ||
will inherit the document date. | ||
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3. **Setting Document Date in Reconcile View:** | ||
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- You can also set the document date from the reconciliation view, | ||
but this option is available only during manual reconciliation. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-analytic/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/account-analytic/issues/new?body=module:%20account_analytic_document_date%0Aversion:%2016.0%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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Authors | ||
------- | ||
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* (Nagarro - APSL) | ||
* Miquel Pascual | ||
* Bernat Obrador | ||
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Contributors | ||
------------ | ||
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- ``APSL - Nagarro <https://apsl.tech>``\ \_\_: | ||
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- Miquel Pascual | ||
- Bernat Obrador | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |maintainer-mpascual@apsl.net, bobrador@apsl.net| image:: https://github.com/mpascual@apsl.net, bobrador@apsl.net.png?size=40px | ||
:target: https://github.com/mpascual@apsl.net, bobrador@apsl.net | ||
:alt: mpascual@apsl.net, bobrador@apsl.net | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-mpascual@apsl.net, bobrador@apsl.net| | ||
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This module is part of the `OCA/account-analytic <https://github.com/OCA/account-analytic/tree/16.0/account_analytic_document_date>`_ 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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from . import models | ||
from .hooks import post_init_hook |
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# Copyright 2024 (APSL - Nagarro) Miquel Pascual, Bernat Obrador | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "Account Analytic Document Date", | ||
"summary": "Account Analytic Document Date", | ||
"version": "16.0.1.0.0", | ||
"website": "https://github.com/OCA/account-analytic", | ||
"author": "(Nagarro - APSL), Miquel Pascual, Bernat Obrador, Odoo Community Association (OCA)", | ||
"maintainers": ["mpascual@apsl.net, bobrador@apsl.net"], | ||
"license": "AGPL-3", | ||
"application": False, | ||
"installable": True, | ||
"depends": ["account", "account_reconcile_oca"], | ||
"data": [ | ||
"views/account_analytic_line_views.xml", | ||
"views/account_bank_statement_line_views.xml", | ||
"views/account_move.xml", | ||
], | ||
"post_init_hook": "post_init_hook", | ||
} |
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# Copyright 2024 (APSL - Nagarro) Miquel Pascual, Bernat Obrador | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
from odoo import SUPERUSER_ID, api | ||
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def post_init_hook(cr, registry): | ||
env = api.Environment(cr, SUPERUSER_ID, {}) | ||
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moves = env["account.move"].search([]) | ||
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for move in moves: | ||
if not move.document_date: | ||
move.write({"document_date": move.invoice_date}) |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * account_analytic_document_date | ||
# | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 16.0\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2024-09-27 10:33+0000\n" | ||
"PO-Revision-Date: 2024-09-27 10:33+0000\n" | ||
"Last-Translator: \n" | ||
"Language-Team: \n" | ||
"MIME-Version: 1.0\n" | ||
"Content-Type: text/plain; charset=UTF-8\n" | ||
"Content-Transfer-Encoding: \n" | ||
"Plural-Forms: \n" | ||
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#. module: account_analytic_document_date | ||
#: model:ir.model,name:account_analytic_document_date.model_account_analytic_line | ||
msgid "Analytic Line" | ||
msgstr "Línia analítica" | ||
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#. module: account_analytic_document_date | ||
#: model:ir.model,name:account_analytic_document_date.model_account_bank_statement_line | ||
msgid "Bank Statement Line" | ||
msgstr "Línea d'extracte bancari" | ||
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#. module: account_analytic_document_date | ||
#: model:ir.model.fields,field_description:account_analytic_document_date.field_account_analytic_line__document_date | ||
#: model:ir.model.fields,field_description:account_analytic_document_date.field_account_bank_statement_line__document_date | ||
#: model:ir.model.fields,field_description:account_analytic_document_date.field_account_move__document_date | ||
#: model:ir.model.fields,field_description:account_analytic_document_date.field_account_payment__document_date | ||
msgid "Document Date" | ||
msgstr "Data del Document" | ||
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#. module: account_analytic_document_date | ||
#: model:ir.model,name:account_analytic_document_date.model_account_move | ||
msgid "Journal Entry" | ||
msgstr "Assentament comptable" | ||
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#. module: account_analytic_document_date | ||
#: model:ir.model,name:account_analytic_document_date.model_account_move_line | ||
msgid "Journal Item" | ||
msgstr "Element del diari" |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * account_analytic_document_date | ||
# | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 16.0\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2024-09-27 10:29+0000\n" | ||
"PO-Revision-Date: 2024-09-27 10:29+0000\n" | ||
"Last-Translator: \n" | ||
"Language-Team: \n" | ||
"MIME-Version: 1.0\n" | ||
"Content-Type: text/plain; charset=UTF-8\n" | ||
"Content-Transfer-Encoding: \n" | ||
"Plural-Forms: \n" | ||
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#. module: account_analytic_document_date | ||
#: model:ir.model,name:account_analytic_document_date.model_account_analytic_line | ||
msgid "Analytic Line" | ||
msgstr "Línea analítica" | ||
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#. module: account_analytic_document_date | ||
#: model:ir.model,name:account_analytic_document_date.model_account_bank_statement_line | ||
msgid "Bank Statement Line" | ||
msgstr "Línea de extracto bancario" | ||
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#. module: account_analytic_document_date | ||
#: model:ir.model.fields,field_description:account_analytic_document_date.field_account_analytic_line__document_date | ||
#: model:ir.model.fields,field_description:account_analytic_document_date.field_account_bank_statement_line__document_date | ||
#: model:ir.model.fields,field_description:account_analytic_document_date.field_account_move__document_date | ||
#: model:ir.model.fields,field_description:account_analytic_document_date.field_account_payment__document_date | ||
msgid "Document Date" | ||
msgstr "Fecha del Documento" | ||
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#. module: account_analytic_document_date | ||
#: model:ir.model,name:account_analytic_document_date.model_account_move | ||
msgid "Journal Entry" | ||
msgstr "Asiento contable" | ||
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#. module: account_analytic_document_date | ||
#: model:ir.model,name:account_analytic_document_date.model_account_move_line | ||
msgid "Journal Item" | ||
msgstr "Apunte contable" |
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from . import account_move_line | ||
from . import account_analytic_line | ||
from . import account_move | ||
from . import account_bank_statement_line |
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9
account_analytic_document_date/models/account_analytic_line.py
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# Copyright 2024 (APSL - Nagarro) Miquel Pascual, Bernat Obrador | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
from odoo import fields, models | ||
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class AccountAnalyticLine(models.Model): | ||
_inherit = "account.analytic.line" | ||
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document_date = fields.Date("Document Date") |
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17
account_analytic_document_date/models/account_bank_statement_line.py
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# Copyright 2024 (APSL - Nagarro) Miquel Pascual, Bernat Obrador | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
from odoo import fields, models | ||
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class AccountBankStatementLine(models.Model): | ||
_inherit = "account.bank.statement.line" | ||
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document_date = fields.Date( | ||
"Document Date", related="move_id.document_date", readonly=False | ||
) | ||
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def reconcile_bank_line(self): | ||
self.ensure_one() | ||
res = super().reconcile_bank_line() | ||
self.move_id.document_date = self.document_date | ||
return res | ||
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# Copyright 2024 (APSL - Nagarro) Miquel Pascual, Bernat Obrador | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
from odoo import api, fields, models | ||
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class AccountMove(models.Model): | ||
_inherit = "account.move" | ||
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document_date = fields.Date("Document Date", store=True) | ||
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@api.onchange("invoice_date") | ||
def _onchange_invoice_date(self): | ||
for record in self: | ||
if not record.document_date: | ||
record.document_date = record.invoice_date | ||
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def action_post(self): | ||
res = super().action_post() | ||
if not self.document_date: | ||
self.document_date = self.invoice_date | ||
return res |
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account_analytic_document_date/models/account_move_line.py
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# Copyright 2024 (APSL - Nagarro) Miquel Pascual, Bernat Obrador | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
from odoo import models | ||
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class AccountMoveLine(models.Model): | ||
_inherit = "account.move.line" | ||
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def _prepare_analytic_lines(self): | ||
vals = super()._prepare_analytic_lines() | ||
for val in vals: | ||
if self.move_id.document_date: | ||
val.update({"document_date": self.move_id.document_date}) | ||
else: | ||
val.update({"document_date": self.move_id.invoice_date}) | ||
return vals |
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- `APSL - Nagarro <https://apsl.tech>`__: | ||
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- Miquel Pascual | ||
- Bernat Obrador |
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This module adds an other date to the account.move for analytics proposits |
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1. **Set Document Date on Invoice:** | ||
- Navigate to the invoice and set the document date. | ||
- If the document date is not set, it will automatically be assigned the invoice date upon confirmation. | ||
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2. **Analytic Line Generation:** | ||
- If any line has analytic information, the generated analytic entry will inherit the document date. | ||
|
||
3. **Setting Document Date in Reconcile View:** | ||
- You can also set the document date from the reconciliation view, but this option is available only during manual reconciliation. |
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