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[16.0][ADD] account_analytic_document_date: New module account_analyt… #694

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109 changes: 109 additions & 0 deletions account_analytic_document_date/README.rst
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==============================
Account Analytic Document Date
==============================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! 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

|badge1| |badge2| |badge3| |badge4| |badge5|

This module adds an other date to the account.move for analytics
proposits

**Table of contents**

.. contents::
:local:

Usage
=====

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.

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.

Bug Tracker
===========

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**>`_.

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

Credits
=======

Authors
-------

* (Nagarro - APSL)
* Miquel Pascual
* Bernat Obrador

Contributors
------------

- ``APSL - Nagarro <https://apsl.tech>``\ \_\_:

- Miquel Pascual
- Bernat Obrador

Maintainers
-----------

This module is maintained by the OCA.

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

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.

.. |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

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-mpascual@apsl.net, bobrador@apsl.net|

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.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions account_analytic_document_date/__init__.py
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from . import models
from .hooks import post_init_hook
23 changes: 23 additions & 0 deletions account_analytic_document_date/__manifest__.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).
{
"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",
}
12 changes: 12 additions & 0 deletions account_analytic_document_date/hooks.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).


def post_init_hook(cr, registry):
cr.execute(
"""
UPDATE account_move
SET document_date = invoice_date
WHERE document_date IS NULL
"""
)
44 changes: 44 additions & 0 deletions account_analytic_document_date/i18n/ca_ES.po
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It should be ca.po

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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"

#. module: account_analytic_document_date
#: model:ir.model,name:account_analytic_document_date.model_account_analytic_line
msgid "Analytic Line"
msgstr "Línia analítica"

#. 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"

#. 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"

#. module: account_analytic_document_date
#: model:ir.model,name:account_analytic_document_date.model_account_move
msgid "Journal Entry"
msgstr "Assentament comptable"

#. module: account_analytic_document_date
#: model:ir.model,name:account_analytic_document_date.model_account_move_line
msgid "Journal Item"
msgstr "Element del diari"
44 changes: 44 additions & 0 deletions account_analytic_document_date/i18n/es.po
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@@ -0,0 +1,44 @@
# 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"

#. module: account_analytic_document_date
#: model:ir.model,name:account_analytic_document_date.model_account_analytic_line
msgid "Analytic Line"
msgstr "Línea analítica"

#. 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"

#. 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"

#. module: account_analytic_document_date
#: model:ir.model,name:account_analytic_document_date.model_account_move
msgid "Journal Entry"
msgstr "Asiento contable"

#. module: account_analytic_document_date
#: model:ir.model,name:account_analytic_document_date.model_account_move_line
msgid "Journal Item"
msgstr "Apunte contable"
4 changes: 4 additions & 0 deletions account_analytic_document_date/models/__init__.py
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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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# 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


class AccountAnalyticLine(models.Model):
_inherit = "account.analytic.line"

document_date = fields.Date()
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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


class AccountBankStatementLine(models.Model):
_inherit = "account.bank.statement.line"

document_date = fields.Date(
"Document Date", related="move_id.document_date", readonly=False
)

def reconcile_bank_line(self):
self.ensure_one()
res = super().reconcile_bank_line()
self.move_id.document_date = self.document_date
return res

Check warning on line 17 in account_analytic_document_date/models/account_bank_statement_line.py

View check run for this annotation

Codecov / codecov/patch

account_analytic_document_date/models/account_bank_statement_line.py#L14-L17

Added lines #L14 - L17 were not covered by tests
21 changes: 21 additions & 0 deletions account_analytic_document_date/models/account_move.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 api, fields, models


class AccountMove(models.Model):
_inherit = "account.move"

document_date = fields.Date()

@api.onchange("invoice_date")
def _onchange_invoice_date(self):
for record in self:
if not record.document_date:
record.document_date = record.invoice_date

def action_post(self):
res = super().action_post()
if not self.document_date:
self.document_date = self.invoice_date
return res
16 changes: 16 additions & 0 deletions account_analytic_document_date/models/account_move_line.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,16 @@
# Copyright 2024 (APSL - Nagarro) Miquel Pascual, Bernat Obrador
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from odoo import models


class AccountMoveLine(models.Model):
_inherit = "account.move.line"

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
4 changes: 4 additions & 0 deletions account_analytic_document_date/readme/CONTRIBUTORS.md
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- `APSL - Nagarro <https://apsl.tech>`__:

- Miquel Pascual
- Bernat Obrador
1 change: 1 addition & 0 deletions account_analytic_document_date/readme/DESCRIPTION.md
Original file line number Diff line number Diff line change
@@ -0,0 +1 @@
This module adds an other date to the account.move for analytics proposits
9 changes: 9 additions & 0 deletions account_analytic_document_date/readme/USAGE.md
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@@ -0,0 +1,9 @@
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.

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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