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Message #01124
lp:~akretion-team/banking-addons/bank-statement-reconcile-7.0-add-completion-label into lp:banking-addons/bank-statement-reconcile-7.0
Sébastien BEAU - http://www.akretion.com has proposed merging lp:~akretion-team/banking-addons/bank-statement-reconcile-7.0-add-completion-label into lp:banking-addons/bank-statement-reconcile-7.0.
Requested reviews:
Nicolas Bessi - Camptocamp (nbessi-c2c)
Frederic Clementi - Camptocamp (frederic-clementi)
For more details, see:
https://code.launchpad.net/~akretion-team/banking-addons/bank-statement-reconcile-7.0-add-completion-label/+merge/197758
Add a new module in order to have advanced completion label.
With this module you can auto-complete the account_id or/and the partner_id based on the label of the line
--
https://code.launchpad.net/~akretion-team/banking-addons/bank-statement-reconcile-7.0-add-completion-label/+merge/197758
Your team Banking Addons Core Editors is subscribed to branch lp:banking-addons/bank-statement-reconcile-7.0.
=== added directory 'account_statement_completion_label'
=== added file 'account_statement_completion_label/__init__.py'
--- account_statement_completion_label/__init__.py 1970-01-01 00:00:00 +0000
+++ account_statement_completion_label/__init__.py 2013-12-04 17:24:44 +0000
@@ -0,0 +1,25 @@
+# -*- coding: utf-8 -*-
+###############################################################################
+#
+# account_statement_completion_label for OpenERP
+# Copyright (C) 2013 Akretion (http://www.akretion.com). All Rights Reserved
+# @author Benoît GUILLOT <benoit.guillot@xxxxxxxxxxxx>
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as
+# published by the Free Software Foundation, either version 3 of the
+# License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <http://www.gnu.org/licenses/>.
+#
+###############################################################################
+
+import partner
+import statement
+
=== added file 'account_statement_completion_label/__openerp__.py'
--- account_statement_completion_label/__openerp__.py 1970-01-01 00:00:00 +0000
+++ account_statement_completion_label/__openerp__.py 2013-12-04 17:24:44 +0000
@@ -0,0 +1,42 @@
+# -*- coding: utf-8 -*-
+###############################################################################
+#
+# account_statement_completion_label for OpenERP
+# Copyright (C) 2013 Akretion (http://www.akretion.com). All Rights Reserved
+# @author Benoît GUILLOT <benoit.guillot@xxxxxxxxxxxx>
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as
+# published by the Free Software Foundation, either version 3 of the
+# License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <http://www.gnu.org/licenses/>.
+#
+###############################################################################
+
+{
+ 'name': 'account_statement_completion_label',
+ 'version': '0.1',
+ 'category': 'Generic Modules/Others',
+ 'license': 'AGPL-3',
+ 'description': """empty""",
+ 'author': 'Akretion',
+ 'website': 'http://www.akretion.com/',
+ 'depends': ['account_statement_base_completion'],
+ 'init_xml': [],
+ 'update_xml': [
+ 'partner_view.xml',
+ 'statement_view.xml',
+ 'security/ir.model.access.csv',
+ ],
+ 'demo_xml': [],
+ 'installable': True,
+ 'active': False,
+}
+
=== added file 'account_statement_completion_label/partner.py'
--- account_statement_completion_label/partner.py 1970-01-01 00:00:00 +0000
+++ account_statement_completion_label/partner.py 2013-12-04 17:24:44 +0000
@@ -0,0 +1,33 @@
+# -*- coding: utf-8 -*-
+###############################################################################
+#
+# account_statement_completion_label for OpenERP
+# Copyright (C) 2013 Akretion (http://www.akretion.com). All Rights Reserved
+# @author Benoît GUILLOT <benoit.guillot@xxxxxxxxxxxx>
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as
+# published by the Free Software Foundation, either version 3 of the
+# License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <http://www.gnu.org/licenses/>.
+#
+###############################################################################
+
+from openerp.osv import fields, orm
+
+
+class res_partner(orm.Model):
+ _inherit = "res.partner"
+
+ _columns = {
+ 'bank_statement_label': fields.one2many('account.statement.label',
+ 'partner_id',
+ 'Bank Statement Label'),
+ }
=== added file 'account_statement_completion_label/partner_view.xml'
--- account_statement_completion_label/partner_view.xml 1970-01-01 00:00:00 +0000
+++ account_statement_completion_label/partner_view.xml 2013-12-04 17:24:44 +0000
@@ -0,0 +1,33 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+ account_statement_completion_label for OpenERP
+ Copyright (C) 2013 Akretion (http://www.akretion.com). All Rights Reserved
+ @author Sébastien BEAU <sebastien.beau@xxxxxxxxxxxx>
+ The licence is in the file __openerp__.py
+-->
+
+<openerp>
+ <data>
+ <record id="bk_view_partner_form" model="ir.ui.view">
+ <field name="name">account_bank_statement_import.view.partner.form</field>
+ <field name="model">res.partner</field>
+ <field name="type">form</field>
+ <field name="priority">20</field>
+ <field name="inherit_id" ref="account_statement_base_completion.bk_view_partner_form"/>
+ <field name="arch" type="xml">
+ <field name="bank_statement_label" position="replace">
+ <group groups="account.group_account_invoice" colspan="4">
+ <field name="bank_statement_label" colspan="4">
+ <tree string="Statement Label" editable="top">
+ <field name="label"/>
+ <field name="account_id"/>
+ <field name="profile_id"/>
+ </tree>
+ </field>
+ </group>
+ </field>
+ </field>
+ </record>
+
+ </data>
+</openerp>
=== added directory 'account_statement_completion_label/security'
=== added file 'account_statement_completion_label/security/ir.model.access.csv'
--- account_statement_completion_label/security/ir.model.access.csv 1970-01-01 00:00:00 +0000
+++ account_statement_completion_label/security/ir.model.access.csv 2013-12-04 17:24:44 +0000
@@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_account_statement_label_user,account.statement.label,model_account_statement_label,account.group_account_user,1,0,0,0
+access_account_statement_label_manager,account.statement.label,model_account_statement_label,account.group_account_manager,1,1,1,1
=== added file 'account_statement_completion_label/statement.py'
--- account_statement_completion_label/statement.py 1970-01-01 00:00:00 +0000
+++ account_statement_completion_label/statement.py 2013-12-04 17:24:44 +0000
@@ -0,0 +1,147 @@
+# -*- coding: utf-8 -*-
+###############################################################################
+#
+# account_statement_completion_label for OpenERP
+# Copyright (C) 2013 Akretion (http://www.akretion.com). All Rights Reserved
+# @author Benoît GUILLOT <benoit.guillot@xxxxxxxxxxxx>
+#
+# This program is free software: you can redistribute it and/or modify
+# it under the terms of the GNU Affero General Public License as
+# published by the Free Software Foundation, either version 3 of the
+# License, or (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU Affero General Public License for more details.
+#
+# You should have received a copy of the GNU Affero General Public License
+# along with this program. If not, see <http://www.gnu.org/licenses/>.
+#
+###############################################################################
+
+from openerp.osv import fields, orm
+from collections import defaultdict
+
+
+class ErrorTooManyLabel(Exception):
+ """
+ New Exception definition that is raised when more than one label is matched by
+ the completion rule.
+ """
+ def __init__(self, value):
+ self.value = value
+
+ def __str__(self):
+ return repr(self.value)
+
+
+class AccountBankSatement(orm.Model):
+ """
+ We add a basic button and stuff to support the auto-completion
+ of the bank statement once line have been imported or manually fullfill.
+ """
+ _inherit = "account.bank.statement"
+
+ def open_completion_label(self, cr, uid, ids, context=None):
+ return {
+ 'name': 'Statement Label',
+ 'view_type': 'form',
+ 'view_mode': 'tree,form',
+ 'res_model': 'account.statement.label',
+ 'type': 'ir.actions.act_window',
+ 'nodestroy': True,
+ 'target': False,
+ }
+
+
+class AccountStatementCompletionRule(orm.Model):
+ _inherit = "account.statement.completion.rule"
+
+ def get_from_label_and_partner_field(self, cr, uid, st_line, context=None):
+ """
+ Match the partner and the account based on the name field of the
+ statement line and the table account.statement.label.
+ If more than one statement label matched, raise the ErrorTooManylabel error.
+
+ :param int line_id: id of the concerned account.bank.statement.line
+ :return:
+ A dict of value that can be passed directly to the write method of
+ the statement line or {}
+ {'partner_id': value,
+ 'account_id': value,
+
+ ...}
+ """
+ st_obj = self.pool.get('account.bank.statement')
+ st_line_obj = self.pool.get('account.bank.statement.line')
+ label_obj = self.pool.get('account.statement.label')
+ statement = st_obj.browse(cr, uid, st_line['statement_id'][0], context=context)
+ res = {}
+ # As we have to iterate on each label for each line,
+ # we memorize the pair to avoid
+ # to redo computation for each line.
+ # Following code can be done by a single SQL query
+ # but this option is not really maintanable
+ if not context.get('label_memorizer'):
+ context['label_memorizer'] = defaultdict(list)
+ label_ids = label_obj.search(cr, uid,
+ ['|',
+ ('profile_id', '=', statement.profile_id.id),
+ ('profile_id', '=', False)],
+ context=context)
+ for label in label_obj.browse(cr, uid, label_ids, context=context):
+ line_ids = st_line_obj.search(cr, uid,
+ [('statement_id', '=', statement.id),
+ ('name', 'ilike', label.label),
+ ('already_completed', '=', False)],
+ context=context)
+ for line_id in line_ids:
+ context['label_memorizer'][line_id].append({'partner_id': label.partner_id.id,
+ 'account_id': label.account_id.id})
+ if st_line['id'] in context['label_memorizer']:
+ label_info = context['label_memorizer'][st_line['id']]
+ if len(label_info) > 1:
+ raise ErrorTooManyPartner(_('Line named "%s" (Ref:%s) was matched by '
+ 'more than one statement label.') %
+ (st_line['name'], st_line['ref']))
+ if label_info[0]['partner_id']:
+ res['partner_id'] = label_info[0]['partner_id']
+ res['account_id'] = label_info[0]['account_id']
+ return res
+
+
+class AccountStatementLabel(orm.Model):
+ """Create a new class to map an account statement label to a partner
+ and a specific account
+ """
+ _name = "account.statement.label"
+
+ _description = "Account Statement Label"
+
+ _columns = {
+ 'partner_id': fields.many2one('res.partner', 'Partner'),
+ 'label': fields.char('Bank Statement Label', size=100),
+ 'account_id': fields.many2one('account.account', 'Account',
+ required = True,
+ help='Account corresponding to the label '
+ 'for a given partner'),
+ 'company_id': fields.many2one('res.company', 'Company'),
+ 'profile_id': fields.many2one('account.statement.profile',
+ 'Account Profile'),
+ }
+
+ _defaults = {
+ 'company_id': lambda s,cr,uid,c:
+ s.pool.get('res.company')._company_default_get(cr, uid,
+ 'account.statement.label',
+ context=c),
+ }
+
+ _sql_constraints = [
+ ('profile_label_unique', 'unique (label, profile_id, company_id)',
+ 'You cannot have similar label for the same profile and company'),
+ ]
+
+ def save_and_close_label(self, cr, uid, ids, context=None):
+ return {'type': 'ir.actions.act_window_close'}
=== added file 'account_statement_completion_label/statement_view.xml'
--- account_statement_completion_label/statement_view.xml 1970-01-01 00:00:00 +0000
+++ account_statement_completion_label/statement_view.xml 2013-12-04 17:24:44 +0000
@@ -0,0 +1,79 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+ account_statement_completion_label for OpenERP
+ Copyright (C) 2013 Akretion (http://www.akretion.com). All Rights Reserved
+ @author Benoît GUILLOT <benoit.guillot@xxxxxxxxxxxx>
+ The licence is in the file __openerp__.py
+-->
+
+<openerp>
+ <data>
+
+ <record id="bank_statement_view_form" model="ir.ui.view">
+ <field name="name">account_statement_completion_label.bank_statement.view_form</field>
+ <field name="model">account.bank.statement</field>
+ <field name="inherit_id" ref="account.view_bank_statement_form" />
+ <field name="arch" type="xml">
+ <data>
+ <xpath expr="/form/sheet/div[@name='import_buttons']" position="after">
+ <button name="open_completion_label" string="Open Completion Labels"
+ states='draft,open' type="object" colspan="1"/>
+ </xpath>
+ </data>
+ </field>
+ </record>
+
+ <record id="statement_label_view_form" model="ir.ui.view">
+ <field name="name">account.statement.label.view</field>
+ <field name="model">account.statement.label</field>
+ <field name="arch" type="xml">
+ <form string="Statement Label">
+ <field name="label"/>
+ <field name="partner_id"/>
+ <field name="account_id"/>
+ <field name="profile_id"/>
+ <field name="company_id"/>
+ </form>
+ </field>
+ </record>
+
+ <record id="statement_label_view_tree" model="ir.ui.view">
+ <field name="name">account.statement.label.view</field>
+ <field name="model">account.statement.label</field>
+ <field name="arch" type="xml">
+ <tree string="Statement Label">
+ <field name="label"/>
+ <field name="partner_id"/>
+ <field name="account_id"/>
+ <field name="profile_id"/>
+ </tree>
+ </field>
+ </record>
+
+ <record id="statement_label_view_search" model="ir.ui.view">
+ <field name="name">account.statement.label.search</field>
+ <field name="model">account.statement.label</field>
+ <field name="arch" type="xml">
+ <search string="Search Statement Label" >
+ <field name="label"/>
+ <field name="partner_id"/>
+ <field name="account_id"/>
+ <field name="profile_id"/>
+ </search>
+ </field>
+ </record>
+
+ <record id="action_statement_label_tree" model="ir.actions.act_window">
+ <field name="name">Account Statement Label</field>
+ <field name="res_model">account.statement.label</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,form</field>
+ <field name="search_view_id" ref="statement_label_view_search"/>
+ </record>
+
+ <menuitem string="Statement Label" action="action_statement_label_tree"
+ id="menu_action_statement_label_tree_menu" parent="account.menu_configuration_misc"
+ sequence="40"/>
+
+ </data>
+</openerp>
