[MIG] account_move_template to v14

account_move_template/__manifest__.py

@@ -5,7 +5,7 @@
 
 {
     "name": "Account Move Template",
-    "version": "13.0.1.1.0",
+    "version": "14.0.1.0.0",
     "category": "Accounting",
     "summary": "Templates for recurring Journal Entries",
     "author": "Agile Business Group, Aurium Technologies, Vauxoo, ForgeFlow, "

account_move_template/models/account_move_template.py

@@ -3,7 +3,6 @@
 
 from odoo import _, api, fields, models
 from odoo.exceptions import UserError, ValidationError
-from odoo.tools import float_round
 from odoo.tools.safe_eval import safe_eval
 
 
@@ -36,7 +35,7 @@ class AccountMoveTemplate(models.Model):
     def copy(self, default=None):
         self.ensure_one()
         default = dict(default or {}, name=_("%s (copy)") % self.name)
-        return super(AccountMoveTemplate, self).copy(default)
+        return super().copy(default)
 
     def eval_computed_line(self, line, sequence2amount):
         safe_eval_dict = {}
@@ -65,7 +64,7 @@ def eval_computed_line(self, line, sequence2amount):
             )
 
     def compute_lines(self, sequence2amount):
-        prec = self.company_id.currency_id.rounding
+        company_cur = self.company_id.currency_id
         input_sequence2amount = sequence2amount.copy()
         for line in self.line_ids.filtered(lambda x: x.type == "input"):
             if line.sequence not in sequence2amount:
@@ -87,8 +86,8 @@ def compute_lines(self, sequence2amount):
             )
         for line in self.line_ids.filtered(lambda x: x.type == "computed"):
             self.eval_computed_line(line, sequence2amount)
-            sequence2amount[line.sequence] = float_round(
-                sequence2amount[line.sequence], precision_rounding=prec
+            sequence2amount[line.sequence] = company_cur.round(
+                sequence2amount[line.sequence]
             )
         return sequence2amount
 
@@ -151,7 +150,10 @@ class AccountMoveTemplateLine(models.Model):
         string="Payment Terms",
         help="Used to compute the due date of the journal item.",
     )
-    is_refund = fields.Boolean(default=False, string="Is a refund?",)
+    is_refund = fields.Boolean(
+        default=False,
+        string="Is a refund?",
+    )
     tax_repartition_line_id = fields.Many2one(
         "account.tax.repartition.line",
         string="Tax Repartition Line",
@@ -163,7 +165,7 @@ class AccountMoveTemplateLine(models.Model):
         "account.account",
         string="Account Opt.",
         domain=[("deprecated", "=", False)],
-        help="When amount is negative, use this account in stead",
+        help="When amount is negative, use this account instead",
     )
 
     @api.depends("is_refund", "account_id", "tax_line_id")

account_move_template/readme/USAGE.rst

@@ -8,7 +8,6 @@ To create new templates:
 
 To use an existing template:
 
-#. Go to *Invoicing / Accounting / Miscellaneous / Create Entry from Template*
+#. Go to *Invoicing / Accounting / Actions / Create Entry from Template*
 #. Select one of the available templates.
-#. As option, you can overwrite output lines with dict, i.e., {"L1": {"partner": 1}}
 #. Complete the entries according to the template and click on the button *Generate Journal Entry*.

account_move_template/security/ir.model.access.csv

@@ -1,3 +1,5 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_account_move_template_user,Full access on account.move.template to accountant grp,model_account_move_template,account.group_account_user,1,1,1,1
 access_account_move_template_line_user,Full access on account.move.template.line to accountant grp,model_account_move_template_line,account.group_account_user,1,1,1,1
+access_account_move_template_run_user,Full access on account.move.template.run to accountant grp,model_account_move_template_run,account.group_account_user,1,1,1,1
+access_account_move_template_line_run_user,Full access on account.move.template.line.run to accountant grp,model_account_move_template_line_run,account.group_account_user,1,1,1,1

account_move_template/tests/test_account_move_template.py

@@ -148,8 +148,7 @@ def setUp(self):
         )
 
     def test_create_template(self):
-        """Test that I can create a template
-        """
+        """Test that I can create a template"""
         template = (
             self.env["account.move.template"]
             .with_user(self.user)

account_move_template/wizard/account_move_template_run.py

@@ -4,7 +4,6 @@
 
 from odoo import _, fields, models
 from odoo.exceptions import UserError, ValidationError
-from odoo.tools import float_is_zero
 
 
 class AccountMoveTemplateRun(models.TransientModel):
@@ -111,10 +110,10 @@ def _get_valid_keys(self):
         return ["partner_id", "amount", "name", "date_maturity"]
 
     def _get_overwrite_vals(self):
-        """ valid_dict = {
-                'L1': {'partner_id': 1, 'amount': 10},
-                'L2': {'partner_id': 2, 'amount': 20},
-            }
+        """valid_dict = {
+            'L1': {'partner_id': 1, 'amount': 10},
+            'L2': {'partner_id': 2, 'amount': 20},
+        }
         """
         self.ensure_one()
         valid_keys = self._get_valid_keys()
@@ -171,19 +170,14 @@ def generate_move(self):
         sequence2amount = {}
         for wizard_line in self.line_ids:
             sequence2amount[wizard_line.sequence] = wizard_line.amount
-        prec = self.company_id.currency_id.rounding
+        company_cur = self.company_id.currency_id
         self.template_id.compute_lines(sequence2amount)
-        if all(
-            [
-                float_is_zero(x, precision_rounding=prec)
-                for x in sequence2amount.values()
-            ]
-        ):
+        if all([company_cur.is_zero(x) for x in sequence2amount.values()]):
             raise UserError(_("Debit and credit of all lines are null."))
         move_vals = self._prepare_move()
         for line in self.template_id.line_ids:
             amount = sequence2amount[line.sequence]
-            if not float_is_zero(amount, precision_rounding=prec):
+            if not company_cur.is_zero(amount):
                 move_vals["line_ids"].append(
                     (0, 0, self._prepare_move_line(line, amount))
                 )
@@ -216,7 +210,7 @@ def _prepare_move_line(self, line, amount):
         date_maturity = False
         if line.payment_term_id:
             pterm_list = line.payment_term_id.compute(value=1, date_ref=self.date)
-            date_maturity = max(l[0] for l in pterm_list)
+            date_maturity = max(line[0] for line in pterm_list)
         debit = line.move_line_type == "dr"
         values = {
             "name": line.name,
@@ -295,7 +289,9 @@ class AccountMoveTemplateLineRun(models.TransientModel):
         "Amount", required=True, currency_field="company_currency_id"
     )
     note = fields.Char(readonly=True)
-    is_refund = fields.Boolean(default=False, string="Is a refund?", readonly=True,)
+    is_refund = fields.Boolean(string="Is a refund?", readonly=True)
     tax_repartition_line_id = fields.Many2one(
-        "account.tax.repartition.line", string="Tax Repartition Line", readonly=True,
+        "account.tax.repartition.line",
+        string="Tax Repartition Line",
+        readonly=True,
     )

account_move_template/wizard/account_move_template_run_view.xml

@@ -16,9 +16,22 @@
                         name="overwrite"
                         widget="ace"
                         options="{'mode': 'python'}"
-                        attrs="{'invisible': [('state', '=', 'set_lines')]}"
-                        placeholder="Add an internal note here..."
+                        invisible="1"
                     />
+                    <!-- Initial invisibility status of the overwrite field:
+                         attrs="{'invisible': [('state', '=', 'set_lines')]}"
+
+                         The overwrite option is useful when generating
+the move via code, but I think it's not a good idea to display it to
+the user. We can't expect users to write a python dict to enter data
+via the web interface for their daily usage of Odoo. Of course, most
+users will just leave the field empty and use the module as normal, but
+it complexifies the interface for everybody, and many users will wonder
+what they should enter in this "Overwrite" field and wait for help. So
+let's make that field invisible, and you can un-hide it for specific
+project where you have an accountant that is good at writing python
+dicts and finding IDs of partners!
+                    -->
                     <field name="company_id" groups="base.group_multi_company" />
                     <field name="date" states="set_lines" />
                     <field name="journal_id" states="set_lines" />
@@ -91,7 +104,7 @@
     </record>
     <menuitem
         id="account_move_template_run_menu"
-        parent="account.menu_finance_entries_accounting_miscellaneous"
+        parent="account.menu_finance_entries_actions"
         action="account_move_template_run_action"
         sequence="10"
     />