[FIX] account: never set default for invoice_date

For customer invoices:
* do not set default date because if you prepare an invoice (and it gets
  a default date), then validate it the next day, the date will be wrong
* set the date when posting if it wasn't set, because why not?

For vendor bills:
* do not set default date because you rarely encode a bill at the bill
  date. Forcing the user to enter it reduces risks of user error
  (duplicated vendor bill)
* do not set it when posting, same reason.

opw-2492862
Related #68368
Closes #68367

closes #68689

Related: odoo/enterprise#17502
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>

addons/account/i18n/account.pot

@@ -11474,6 +11474,12 @@ msgid ""
 " for vendor/customer accounts."
 msgstr ""
 
+#. module: account
+#: code:addons/account/models/account_move.py:0
+#, python-format
+msgid "The Bill/Refund date is required to validate this document."
+msgstr ""
+
 #. module: account
 #: model:ir.model.fields,help:account.field_account_bank_statement__country_code
 #: model:ir.model.fields,help:account.field_account_bank_statement_line__country_code

addons/account/models/account_move.py

@@ -104,8 +104,10 @@ def _get_default_journal(self):
 
         return journal
 
+    # TODO remove in master
     @api.model
     def _get_default_invoice_date(self):
+        warnings.warn("Method '_get_default_invoice_date()' is deprecated and has been removed.", DeprecationWarning)
         return fields.Date.context_today(self) if self._context.get('default_move_type', 'entry') in self.get_purchase_types(include_receipts=True) else False
 
     @api.model
@@ -264,8 +266,7 @@ def _get_default_invoice_incoterm(self):
         string='Salesperson',
         default=lambda self: self.env.user)
     invoice_date = fields.Date(string='Invoice/Bill Date', readonly=True, index=True, copy=False,
-        states={'draft': [('readonly', False)]},
-        default=_get_default_invoice_date)
+        states={'draft': [('readonly', False)]})
     invoice_date_due = fields.Date(string='Due Date', readonly=True, index=True, copy=False,
         states={'draft': [('readonly', False)]})
     invoice_origin = fields.Char(string='Origin', readonly=True, tracking=True,
@@ -1652,7 +1653,11 @@ def _check_duplicate_supplier_reference(self):
         duplicated_moves = self.browse([r[0] for r in self._cr.fetchall()])
         if duplicated_moves:
             raise ValidationError(_('Duplicated vendor reference detected. You probably encoded twice the same vendor bill/credit note:\n%s') % "\n".join(
-                duplicated_moves.mapped(lambda m: "%(partner)s - %(ref)s - %(date)s" % {'ref': m.ref, 'partner': m.partner_id.display_name, 'date': format_date(self.env, m.date)})
+                duplicated_moves.mapped(lambda m: "%(partner)s - %(ref)s - %(date)s" % {
+                    'ref': m.ref,
+                    'partner': m.partner_id.display_name,
+                    'date': format_date(self.env, m.invoice_date),
+                })
             ))
 
     def _check_balanced(self):
@@ -2449,9 +2454,12 @@ def _post(self, soft=True):
             # lines are recomputed accordingly.
             # /!\ 'check_move_validity' must be there since the dynamic lines will be recomputed outside the 'onchange'
             # environment.
-            if not move.invoice_date and move.is_invoice(include_receipts=True):
-                move.invoice_date = fields.Date.context_today(self)
-                move.with_context(check_move_validity=False)._onchange_invoice_date()
+            if not move.invoice_date:
+                if move.is_sale_document(include_receipts=True):
+                    move.invoice_date = fields.Date.context_today(self)
+                    move.with_context(check_move_validity=False)._onchange_invoice_date()
+                elif move.is_purchase_document(include_receipts=True):
+                    raise UserError(_("The Bill/Refund date is required to validate this document."))
 
             # When the accounting date is prior to the tax lock date, move it automatically to the next available date.
             # /!\ 'check_move_validity' must be there since the dynamic lines will be recomputed outside the 'onchange'

addons/product_margin/tests/test_product_margin.py

@@ -40,6 +40,7 @@ def test_product_margin(self):
                 'invoice_line_ids': [(0, 0, {'product_id': ipad.id, 'quantity': 10.0, 'price_unit': 550.0})],
             },
         ])
+        invoices.invoice_date = invoices[0].date
         invoices.action_post()
 
         result = ipad._compute_product_margin_fields_values()

addons/purchase/tests/test_purchase_order_report.py

@@ -39,6 +39,7 @@ def test_00_purchase_order_report(self):
         po.button_confirm()
 
         f = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        f.invoice_date = f.date
         f.partner_id = po.partner_id
         f.purchase_id = po
         invoice = f.save()

addons/purchase_stock/tests/test_purchase_order.py

@@ -106,6 +106,7 @@ def test_02_po_return(self):
 
         #After Receiving all products create vendor bill.
         move_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        move_form.invoice_date = move_form.date
         move_form.partner_id = self.partner_a
         move_form.purchase_id = self.po
         self.invoice = move_form.save()
@@ -136,6 +137,7 @@ def test_02_po_return(self):
         self.assertEqual(self.po.order_line[0].qty_received, 3.0, 'Purchase: delivered quantity should be 3.0 instead of "%s" after picking return' % self.po.order_line[0].qty_received)
         #Create vendor bill for refund qty
         move_form = Form(self.env['account.move'].with_context(default_move_type='in_refund'))
+        move_form.invoice_date = move_form.date
         move_form.partner_id = self.partner_a
         move_form.purchase_id = self.po
         self.invoice = move_form.save()

addons/purchase_stock/tests/test_stockvaluation.py

@@ -379,6 +379,7 @@ def test_fifo_anglosaxon_return(self):
         receipt_po1.button_validate()
 
         move_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        move_form.invoice_date = move_form.date
         move_form.partner_id = self.partner_id
         move_form.purchase_id = po1
         invoice_po1 = move_form.save()
@@ -404,6 +405,7 @@ def test_fifo_anglosaxon_return(self):
         receipt_po2.button_validate()
 
         move_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        move_form.invoice_date = move_form.date
         move_form.partner_id = self.partner_id
         move_form.purchase_id = po2
         invoice_po2 = move_form.save()
@@ -428,6 +430,7 @@ def test_fifo_anglosaxon_return(self):
 
         # create a credit note for po2
         move_form = Form(self.env['account.move'].with_context(default_move_type='in_refund'))
+        move_form.invoice_date = move_form.date
         move_form.partner_id = self.partner_id
         move_form.purchase_id = po2
         with move_form.invoice_line_ids.edit(0) as line_form:
@@ -462,6 +465,7 @@ def test_anglosaxon_valuation(self):
 
         # Create an invoice with a different price
         move_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        move_form.invoice_date = move_form.date
         move_form.partner_id = order.partner_id
         move_form.purchase_id = order
         with move_form.invoice_line_ids.edit(0) as line_form:
@@ -1211,6 +1215,7 @@ def test_anglosaxon_valuation_price_total_diff_discount(self):
 
         # Create an invoice with a different price and a discount
         invoice_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        invoice_form.invoice_date = invoice_form.date
         invoice_form.purchase_id = order
         with invoice_form.invoice_line_ids.edit(0) as line_form:
             line_form.price_unit = 100.0
@@ -1257,6 +1262,7 @@ def test_anglosaxon_valuation_discount(self):
 
         # Create an invoice with a different price and a discount
         invoice_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        invoice_form.invoice_date = invoice_form.date
         invoice_form.purchase_id = order
         with invoice_form.invoice_line_ids.edit(0) as line_form:
             line_form.tax_ids.clear()
@@ -1303,6 +1309,7 @@ def test_anglosaxon_valuation_price_unit_diff_discount(self):
 
         # Create an invoice with a different price and a discount
         invoice_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        invoice_form.invoice_date = invoice_form.date
         invoice_form.purchase_id = order
         with invoice_form.invoice_line_ids.edit(0) as line_form:
             line_form.price_unit = 100.0

addons/sale/tests/test_reinvoice.py

@@ -26,7 +26,12 @@ def setUpClass(cls, chart_template_ref=None):
             'pricelist_id': cls.company_data['default_pricelist'].id,
         })
 
-        cls.AccountMove = cls.env['account.move'].with_context(default_move_type='in_invoice', mail_notrack=True, mail_create_nolog=True)
+        cls.AccountMove = cls.env['account.move'].with_context(
+            default_move_type='in_invoice',
+            default_invoice_date=cls.sale_order.date_order,
+            mail_notrack=True,
+            mail_create_nolog=True,
+        )
 
     def test_at_cost(self):
         """ Test vendor bill at cost for product based on ordered and delivered quantities. """

addons/sale/tests/test_sale_order.py

@@ -240,6 +240,7 @@ def test_cost_invoicing(self):
 
         inv = self.env['account.move'].with_context(default_move_type='in_invoice').create({
             'partner_id': self.partner_a.id,
+            'invoice_date': so.date_order,
             'invoice_line_ids': [
                 (0, 0, {
                     'name': serv_cost.name,

addons/sale_timesheet/tests/test_reinvoice.py

@@ -40,7 +40,12 @@ def setUpClass(cls, chart_template_ref=None):
             'pricelist_id': cls.company_data['default_pricelist'].id,
         })
 
-        cls.Invoice = cls.env['account.move'].with_context(mail_notrack=True, mail_create_nolog=True)
+        cls.Invoice = cls.env['account.move'].with_context(
+            default_move_type='in_invoice',
+            default_invoice_date=cls.sale_order.date_order,
+            mail_notrack=True,
+            mail_create_nolog=True,
+        )
 
     def test_at_cost(self):
         """ Test vendor bill at cost for product based on ordered and delivered quantities. """
@@ -82,7 +87,7 @@ def test_at_cost(self):
             'company_id': self.company_data['company'].id,
         })
 
-        move_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        move_form = Form(self.Invoice)
         move_form.partner_id = self.partner_a
         with move_form.line_ids.new() as line_form:
             line_form.product_id = self.company_data['product_order_cost']
@@ -117,7 +122,7 @@ def test_at_cost(self):
         self.assertEqual(sale_order_line4.qty_delivered_method, 'analytic', "Delivered quantity of 'expense' SO line should be computed by analytic amount")
 
         # create second invoice lines and validate it
-        move_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        move_form = Form(self.Invoice)
         move_form.partner_id = self.partner_a
         with move_form.line_ids.new() as line_form:
             line_form.product_id = self.company_data['product_order_cost']
@@ -181,7 +186,7 @@ def test_sales_price(self):
         })
 
         # create invoice lines and validate it
-        move_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        move_form = Form(self.Invoice)
         move_form.partner_id = self.partner_a
         with move_form.line_ids.new() as line_form:
             line_form.product_id = self.company_data['product_delivery_sales_price']
@@ -216,7 +221,7 @@ def test_sales_price(self):
         self.assertEqual(sale_order_line4.qty_delivered_method, 'analytic', "Delivered quantity of 'expense' SO line 4 should be computed by analytic amount")
 
         # create second invoice lines and validate it
-        move_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        move_form = Form(self.Invoice)
         move_form.partner_id = self.partner_a
         with move_form.line_ids.new() as line_form:
             line_form.product_id = self.company_data['product_delivery_sales_price']
@@ -256,7 +261,7 @@ def test_no_expense(self):
         self.sale_order.action_confirm()
 
         # create invoice lines and validate it
-        move_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        move_form = Form(self.Invoice)
         move_form.partner_id = self.partner_a
         with move_form.line_ids.new() as line_form:
             line_form.product_id = self.company_data['product_order_no']

addons/stock_dropshipping/tests/test_stockvaluation.py

@@ -69,6 +69,7 @@ def _dropship_product1(self):
         move_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
         move_form.partner_id = vendor1
         move_form.purchase_id = self.purchase_order1
+        move_form.invoice_date = move_form.date
         for i in range(len(self.purchase_order1.order_line)):
             with move_form.invoice_line_ids.edit(i) as line_form:
                 line_form.tax_ids.clear()

addons/stock_landed_costs/tests/test_stock_landed_costs_purchase.py

@@ -355,6 +355,7 @@ def test_invoice_after_lc(self):
 
         # Create an invoice with the same price
         move_form = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        move_form.invoice_date = move_form.date
         move_form.partner_id = order.partner_id
         move_form.purchase_id = order
         move = move_form.save()

addons/stock_landed_costs/tests/test_stockvaluationlayer.py

@@ -65,7 +65,7 @@ def _make_lc(self, move, amount):
         lc.compute_landed_cost()
         lc.button_validate()
         return lc
-    
+
     def _make_in_move(self, product, quantity, unit_cost=None, create_picking=False):
         """ Helper to create and validate a receipt move.
         """
@@ -341,6 +341,7 @@ def test_vendor_bill_flow_anglo_saxon_1(self):
         # Create a vendor bill for the RFQ
         action = rfq.action_create_invoice()
         vb = self.env['account.move'].browse(action['res_id'])
+        vb.invoice_date = vb.date
         vb.action_post()
 
         input_aml = self._get_stock_input_move_lines()[-1]
@@ -353,6 +354,7 @@ def test_vendor_bill_flow_anglo_saxon_1(self):
         # Create a vendor bill for a landed cost product, post it and validate a landed cost
         # linked to this vendor bill. LC; 1@50
         lcvb = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
+        lcvb.invoice_date = lcvb.date
         lcvb.partner_id = self.vendor2
         with lcvb.invoice_line_ids.new() as inv_line:
             inv_line.product_id = self.productlc1
@@ -429,6 +431,7 @@ def test_vendor_bill_flow_anglo_saxon_2(self):
         # Create a vendor bill for the RFQ and add to it the landed cost
         vb = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
         vb.partner_id = self.vendor1
+        vb.invoice_date = vb.date
         with vb.invoice_line_ids.new() as inv_line:
             inv_line.product_id = self.productlc1
             inv_line.price_unit = 50
@@ -481,6 +484,7 @@ def test_vendor_bill_flow_continental_1(self):
         # Create a vebdor bill for the RFQ
         action = rfq.action_create_invoice()
         vb = self.env['account.move'].browse(action['res_id'])
+        vb.invoice_date = vb.date
         vb.action_post()
 
         expense_aml = self._get_expense_move_lines()[-1]
@@ -495,6 +499,7 @@ def test_vendor_bill_flow_continental_1(self):
         # linked to this vendor bill. LC; 1@50
         lcvb = Form(self.env['account.move'].with_context(default_move_type='in_invoice'))
         lcvb.partner_id = self.vendor2
+        lcvb.invoice_date = lcvb.date
         with lcvb.invoice_line_ids.new() as inv_line:
             inv_line.product_id = self.productlc1
             inv_line.price_unit = 50

odoo/addons/test_main_flows/static/tests/tours/main_flow.js

@@ -775,6 +775,15 @@ tour.stepUtils.openBuggerMenu("li.breadcrumb-item.active:contains('OP/')"),
     position: 'bottom',
 },
 ...tour.stepUtils.statusbarButtonsSteps('Create Bill', _t('go to Vendor Bills'), ".o_statusbar_status .btn.dropdown-toggle:contains('Purchase Order')"),
+{
+    trigger: '.o_form_button_edit',
+    content: _t('Edit the vendor bill'),
+    extra_trigger: 'body.o_web_client:not(.oe_wait)',
+}, {
+    trigger:".o_field_widget[name=invoice_date] input",
+    content: _t('Set the invoice date'),
+    run: "text 01/01/2020",
+},
 ...tour.stepUtils.statusbarButtonsSteps('Confirm', _t("Try to send it to email"), ".o_statusbar_status .btn.dropdown-toggle:contains('Draft')"),
 ...tour.stepUtils.statusbarButtonsSteps('Register Payment', _t("Register Payment"), ".o_statusbar_status .btn.dropdown-toggle:contains('Posted')"),
 {