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 <[email protected]> +# +# 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 <[email protected]> +# +# 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 <[email protected]> +# +# 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 <[email protected]> + 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 <[email protected]> +# +# 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 <[email protected]> + 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>
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