[16.0][MIG] account_move_change_financial_account: Migration to 16.0

account_move_change_financial_account/README.rst

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+=====================================
+Account Move Change Financial Account
+=====================================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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-escodoo%2Faccount--addons-lightgray.png?logo=github
+    :target: https://github.com/escodoo/account-addons/tree/14.0/account_move_change_financial_account
+    :alt: escodoo/account-addons
+
+|badge1| |badge2| |badge3| 
+
+This module allows for the automatic changing of financial accounts in accounting move lines (account.move.line) based on predefined rules. This simplifies the application of specific accounting policies without the need for manually adjusting each accounting move.
+
+Key Features:
+
+1. Define financial account substitution rules through the account_account_financial_rule class.
+2. Apply the substitution rules during the creation of new accounting moves (account.move).
+3. Supports rules based on specific criteria, such as the partner involved in the transaction.
+
+With the account_move_change_financial_account module, users can easily set up and apply custom financial rules, streamlining the accounting process and ensuring compliance with the company's accounting policies.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+- Install the account_move_change_financial_account module.
+- Navigate to the financial rules menu (Accounting > Configuration > Financial Rules) and create a new rule by defining the domain condition and the new financial account to be applied.
+- When a new accounting move is created and meets the financial rule's domain condition, the financial account of the applicable lines will be automatically changed according to the rule.
+- Review the accounting moves to ensure that the financial rules have been correctly applied.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/escodoo/account-addons/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+`feedback <https://github.com/escodoo/account-addons/issues/new?body=module:%20account_move_change_financial_account%0Aversion:%2014.0%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
+~~~~~~~
+
+* Escodoo
+
+Contributors
+~~~~~~~~~~~~
+
+* `Escodoo <https://www.escodoo.com.br>`_:
+
+  * Marcel Savegnago <marcel.savegnago@escodoo.com.br>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is part of the `escodoo/account-addons <https://github.com/escodoo/account-addons/tree/14.0/account_move_change_financial_account>`_ project on GitHub.
+
+You are welcome to contribute.

account_move_change_financial_account/__init__.py

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+from . import models

account_move_change_financial_account/__manifest__.py

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+# Copyright 2023 - TODAY, Escodoo
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Account Move Change Financial Account",
+    "summary": """
+        Account Move Change Financial Account""",
+    "version": "16.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Escodoo",
+    "website": "https://github.com/Escodoo/account-addons",
+    "depends": [
+        "account",
+    ],
+    "data": [
+        "security/account_account_financial_rules.xml",
+        "views/account_account_financial_rules.xml",
+    ],
+    "demo": [],
+}

account_move_change_financial_account/i18n/account_move_change_financial_account.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_move_change_financial_account
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 15.0\n"
+"Report-Msgid-Bugs-To: \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_move_change_financial_account
+#: model:ir.model,name:account_move_change_financial_account.model_account_account_financial_rules
+msgid "Account Account Financial Rules"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.actions.act_window,name:account_move_change_financial_account.account_account_financial_rules_act_window
+#: model:ir.ui.menu,name:account_move_change_financial_account.account_account_financial_rules_menu
+msgid "Account Financial Rules"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model.fields,field_description:account_move_change_financial_account.field_account_account_financial_rules__financial_account_id
+msgid "Account Receivable/Payable"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model.fields,field_description:account_move_change_financial_account.field_account_account_financial_rules__create_uid
+msgid "Created by"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model.fields,field_description:account_move_change_financial_account.field_account_account_financial_rules__create_date
+msgid "Created on"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model.fields,field_description:account_move_change_financial_account.field_account_account_financial_rules__display_name
+msgid "Display Name"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model.fields,field_description:account_move_change_financial_account.field_account_account_financial_rules__domain
+msgid "Domain Value"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model.fields,field_description:account_move_change_financial_account.field_account_account_financial_rules__id
+msgid "ID"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model,name:account_move_change_financial_account.model_account_move_line
+msgid "Journal Item"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model.fields,field_description:account_move_change_financial_account.field_account_account_financial_rules____last_update
+msgid "Last Modified on"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model.fields,field_description:account_move_change_financial_account.field_account_account_financial_rules__write_uid
+msgid "Last Updated by"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model.fields,field_description:account_move_change_financial_account.field_account_account_financial_rules__write_date
+msgid "Last Updated on"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model.fields,field_description:account_move_change_financial_account.field_account_account_financial_rules__name
+msgid "Name"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model.fields,help:account_move_change_financial_account.field_account_account_financial_rules__domain
+msgid ""
+"Optional domain filtering of the destination data, as a Python expression"
+msgstr ""
+
+#. module: account_move_change_financial_account
+#: model:ir.model.fields,help:account_move_change_financial_account.field_account_account_financial_rules__financial_account_id
+msgid ""
+"This account will be used instead of the default one as the receivable "
+"account for the current partner"
+msgstr ""

account_move_change_financial_account/models/__init__.py

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+from . import account_move_line
+from . import account_account_financial_rules

account_move_change_financial_account/models/account_account_financial_rules.py

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+# Copyright 2023 - TODAY, Marcel Savegnago <marcel.savegnago@escodoo.com.br>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class AccountAccountFinancialRules(models.Model):
+
+    _name = "account.account.financial.rules"
+    _inherit = ["mail.thread"]
+    _description = "Account Account Financial Rules"
+
+    name = fields.Char(required=True)
+    domain = fields.Char(
+        string="Domain Value",
+        help="Optional domain filtering of the destination data, as a Python expression",
+        required=True,
+    )
+    financial_account_id = fields.Many2one(
+        "account.account",
+        company_dependent=True,
+        string="Account Receivable/Payable",
+        domain="["
+        "'|', ('account_type', '=', 'asset_receivable'),"
+        "('account_type', '=', 'liability_payable'),"
+        "('deprecated', '=', False),"
+        "('company_id', '=', current_company_id)"
+        "]",
+        help="This account will be used instead of the default one as the receivable "
+        "account for the current partner",
+        required=True,
+    )

account_move_change_financial_account/models/account_move_line.py

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+# Copyright 2023 - TODAY, Marcel Savegnago <marcel.savegnago@escodoo.com.br>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+import ast
+
+from odoo import api, models
+
+
+class AccountMoveLine(models.Model):
+
+    _inherit = "account.move.line"
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        lines_super = super().create(vals_list)
+        self._apply_financial_rules(lines_super)
+        return lines_super
+
+    def _get_financial_lines(self, lines):
+        return lines.filtered(
+            lambda line: line.account_id.account_type
+            in ("asset_receivable", "liability_payable")
+        )
+
+    def _apply_financial_rules(self, lines):
+        financial_lines = self._get_financial_lines(lines)
+
+        if not financial_lines:
+            return
+
+        domain_ids = self.env["account.account.financial.rules"].search(
+            [("domain", "!=", False)]
+        )
+
+        for domain_id in domain_ids:
+            if not financial_lines:
+                break
+
+            domain = ast.literal_eval(domain_id.domain)
+            lines_to_change = financial_lines.filtered_domain(domain)
+
+            if lines_to_change:
+                for line in lines_to_change:
+                    line.account_id = domain_id.financial_account_id
+                financial_lines -= lines_to_change

account_move_change_financial_account/readme/CONTRIBUTORS.rst

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+* `Escodoo <https://www.escodoo.com.br>`_:
+
+  * Marcel Savegnago <marcel.savegnago@escodoo.com.br>

account_move_change_financial_account/readme/DESCRIPTION.rst

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+This module allows for the automatic changing of financial accounts in accounting move lines (account.move.line) based on predefined rules. This simplifies the application of specific accounting policies without the need for manually adjusting each accounting move.
+
+Key Features:
+
+1. Define financial account substitution rules through the account_account_financial_rule class.
+2. Apply the substitution rules during the creation of new accounting moves (account.move).
+3. Supports rules based on specific criteria, such as the partner involved in the transaction.
+
+With the account_move_change_financial_account module, users can easily set up and apply custom financial rules, streamlining the accounting process and ensuring compliance with the company's accounting policies.

account_move_change_financial_account/readme/USAGE.rst

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+
+- Install the account_move_change_financial_account module.
+- Navigate to the financial rules menu (Accounting > Configuration > Account Financial Rules) and create a new rule by defining the domain condition and the new financial account to be applied.
+- When a new accounting move is created and meets the financial rule's domain condition, the financial account of the applicable lines will be automatically changed according to the rule.
+- Review the accounting moves to ensure that the financial rules have been correctly applied.

account_move_change_financial_account/security/account_account_financial_rules.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2023 - TODAY, Marcel Savegnago <marcel.savegnago@escodoo.com.br>
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+
+    <record model="ir.model.access" id="account_account_financial_rules_access_user">
+        <field name="name">account.account.financial.rules access user</field>
+        <field name="model_id" ref="model_account_account_financial_rules" />
+        <!-- TODO review and adapt -->
+        <field name="group_id" ref="base.group_user" />
+        <field name="perm_read" eval="1" />
+        <field name="perm_create" eval="0" />
+        <field name="perm_write" eval="0" />
+        <field name="perm_unlink" eval="0" />
+    </record>
+
+    <record model="ir.model.access" id="account_account_financial_rules_access_manager">
+        <field name="name">account.account.financial.rules access manager</field>
+        <field name="model_id" ref="model_account_account_financial_rules" />
+        <field name="group_id" ref="account.group_account_manager" />
+        <field name="perm_read" eval="1" />
+        <field name="perm_create" eval="1" />
+        <field name="perm_write" eval="1" />
+        <field name="perm_unlink" eval="1" />
+    </record>
+
+</odoo>