odoo-addon-account-financial-report 15.0.1.1.0.1__py3-none-any.whl → 18.0.1.4.4.3__py3-none-any.whl

odoo/addons/account_financial_report/static/src/css/report.css

@@ -1,101 +1,137 @@
+a {
+    color: #00337b;
+}
+
 .act_as_table {
     display: table !important;
     background-color: white;
 }
+
 .act_as_row {
     display: table-row !important;
     page-break-inside: avoid;
 }
+
 .act_as_cell {
     display: table-cell !important;
     page-break-inside: avoid;
 }
+
 .act_as_thead {
     display: table-header-group !important;
 }
+
 .act_as_tbody {
     display: table-row-group !important;
 }
+
 .list_table,
 .data_table,
 .totals_table {
     width: 100% !important;
 }
+
 .act_as_row.labels {
     background-color: #f0f0f0 !important;
 }
+
 .list_table,
 .data_table,
 .totals_table,
 .list_table .act_as_row {
-    border-left: 0px;
-    border-right: 0px;
+    border-left: 0;
+    border-right: 0;
     text-align: center;
     font-size: 10px;
-    padding-right: 3px;
-    padding-left: 3px;
-    padding-top: 2px;
-    padding-bottom: 2px;
+    padding: 2px 3px;
     border-collapse: collapse;
 }
+
 .totals_table {
     font-weight: bold;
     text-align: center;
 }
-.list_table .act_as_row.labels,
-.list_table .act_as_row.initial_balance,
-.list_table .act_as_row.lines {
-    border-color: grey !important;
-    border-bottom: 1px solid lightGrey !important;
+
+.list_table {
+    .act_as_row {
+        &.labels,
+        &.initial_balance,
+        &.lines {
+            border-color: grey !important;
+            border-bottom: 1px solid lightGrey !important;
+        }
+    }
 }
-.data_table .act_as_cell {
-    border: 1px solid lightGrey;
-    text-align: center;
+
+.data_table {
+    .act_as_cell {
+        border: 1px solid lightGrey;
+        text-align: center;
+        word-wrap: break-word;
+    }
+
+    .act_as_row.labels {
+        font-weight: bold;
+    }
 }
-.data_table .act_as_cell,
-.list_table .act_as_cell,
-.totals_table .act_as_cell {
-    word-wrap: break-word;
+
+.totals_table {
+    .act_as_cell {
+        word-wrap: break-word;
+    }
+
+    .act_as_row.labels {
+        font-weight: bold;
+    }
 }
-.data_table .act_as_row.labels,
-.totals_table .act_as_row.labels {
-    font-weight: bold;
+
+.list_table .act_as_cell {
+    &.first_column {
+        padding-left: 0;
+        /*    border-left:1px solid lightGrey; uncomment to active column lines */
+    }
+
+    /*    border-right:1px solid lightGrey;  uncomment to active column lines */
 }
+
 .initial_balance .act_as_cell {
     font-style: italic;
 }
+
 .account_title {
     font-size: 11px;
     font-weight: bold;
+
+    &.labels {
+        background-color: #f0f0f0 !important;
+    }
 }
-.account_title.labels {
-    background-color: #f0f0f0 !important;
-}
-.act_as_cell.amount {
-    word-wrap: normal;
-    text-align: right;
-}
-.act_as_cell.left {
-    text-align: left;
-}
-.act_as_cell.right {
-    text-align: right;
-}
-/*.list_table .act_as_cell {*/
-/*    border-right:1px solid lightGrey;  uncomment to active column lines */
-/*}*/
-.list_table .act_as_cell.first_column {
-    padding-left: 0px;
-    /*    border-left:1px solid lightGrey; uncomment to active column lines */
+
+.act_as_cell {
+    &.amount {
+        word-wrap: normal;
+        text-align: right;
+    }
+
+    &.left {
+        text-align: left;
+    }
+
+    &.right {
+        text-align: right;
+    }
 }
+
 .overflow_ellipsis {
     text-overflow: ellipsis;
     overflow: hidden;
     white-space: nowrap;
 }
+
 .custom_footer {
     font-size: 7px !important;
 }
+
 .page_break {
     page-break-inside: avoid;
 }
@@ -107,7 +143,6 @@
 .o_account_financial_reports_page {
     padding-top: 10px;
     width: 90%;
-    margin-right: auto;
-    margin-left: auto;
+    margin: 0 auto;
     font-family: Helvetica, Arial;
 }

odoo/addons/account_financial_report/static/src/css/report_html.css

@@ -0,0 +1,10 @@
+// Styles of HTML report
+.account_title {
+    span {
+        font-size: 1rem !important;
+    }
+}
+
+.act_as_cell {
+    font-size: 0.9rem !important;
+}

odoo/addons/account_financial_report/static/src/js/report.esm.js

@@ -0,0 +1,72 @@
+import {useComponent, useEffect} from "@odoo/owl";
+
+function toTitleCase(str) {
+    return str
+        .replaceAll(".", " ")
+        .replace(
+            /\w\S*/g,
+            (txt) => `${txt.charAt(0).toUpperCase()}${txt.substr(1).toLowerCase()}`
+        );
+}
+
+function enrich(component, targetElement, selector, isIFrame = false) {
+    // eslint-disable-next-line no-undef
+    let doc = window.document;
+    let contentDocument = targetElement;
+
+    // If we are in an iframe, we need to take the right document
+    // both for the element and the doc
+    if (isIFrame) {
+        contentDocument = targetElement.contentDocument;
+        doc = contentDocument;
+    }
+
+    // If there are selector, we may have multiple blocks of code to enrich
+    const targets = [];
+    if (selector) {
+        targets.push(...contentDocument.querySelectorAll(selector));
+    } else {
+        targets.push(contentDocument);
+    }
+
+    // Search the elements with the selector, update them and bind an action.
+    for (const currentTarget of targets) {
+        const elementsToWrap = currentTarget.querySelectorAll("[res-model][domain]");
+        for (const element of elementsToWrap.values()) {
+            const wrapper = doc.createElement("a");
+            wrapper.setAttribute("href", "#");
+            wrapper.addEventListener("click", (ev) => {
+                ev.preventDefault();
+                component.env.services.action.doAction({
+                    type: "ir.actions.act_window",
+                    res_model: element.getAttribute("res-model"),
+                    domain: element.getAttribute("domain"),
+                    name: toTitleCase(element.getAttribute("res-model")),
+                    views: [
+                        [false, "list"],
+                        [false, "form"],
+                    ],
+                });
+            });
+            element.parentNode.insertBefore(wrapper, element);
+            wrapper.appendChild(element);
+        }
+    }
+}
+
+export function useEnrichWithActionLinks(ref, selector = null) {
+    const comp = useComponent();
+    useEffect(
+        (element) => {
+            // If we get an iframe, we need to wait until everything is loaded
+            if (element.matches("iframe")) {
+                element.addEventListener("load", () =>
+                    enrich(comp, element, selector, true)
+                );
+            } else {
+                enrich(comp, element, selector);
+            }
+        },
+        () => [ref.el]
+    );
+}

odoo/addons/account_financial_report/static/src/js/report_action.esm.js

@@ -0,0 +1,39 @@
+import {ReportAction} from "@web/webclient/actions/reports/report_action";
+import {patch} from "@web/core/utils/patch";
+import {useEnrichWithActionLinks} from "./report.esm";
+
+const MODULE_NAME = "account_financial_report";
+
+patch(ReportAction.prototype, {
+    setup() {
+        super.setup(...arguments);
+        this.isAccountFinancialReport = this.props.report_name.startsWith(
+            `${MODULE_NAME}.`
+        );
+        useEnrichWithActionLinks(this.iframe);
+    },
+
+    export() {
+        this.action.doAction({
+            type: "ir.actions.report",
+            report_type: "xlsx",
+            report_name: this._get_xlsx_name(this.props.report_name),
+            report_file: this._get_xlsx_name(this.props.report_file),
+            data: this.props.data || {},
+            context: this.props.context || {},
+            display_name: this.title,
+        });
+    },
+
+    /**
+     * @param {String} str
+     * @returns {String}
+     */
+    _get_xlsx_name(str) {
+        if (typeof str !== "string") {
+            return str;
+        }
+        const parts = str.split(".");
+        return `a_f_r.report_${parts[parts.length - 1]}_xlsx`;
+    },
+});

odoo/addons/account_financial_report/static/src/xml/report.xml

@@ -1,17 +1,18 @@
 <template>
     <!-- Buttons of the Control Panel -->
-    <t t-name="account_financial_report.client_action.ControlButtons">
-        <div class="o_report_buttons">
+    <t
+        t-name="info.ReportAction"
+        t-inherit="web.ReportAction"
+        t-inherit-mode="extension"
+    >
+        <xpath expr="//button" position="after">
             <button
+                t-if="isAccountFinancialReport"
+                t-on-click="export"
                 type="button"
-                class="btn btn-primary o_report_print"
-                title="Print"
-            >Print</button>
-            <button
-                type="button"
-                class="btn btn-secondary o_report_export"
+                class="btn btn-secondary"
                 title="Export"
             >Export</button>
-        </div>
+        </xpath>
     </t>
 </template>

odoo/addons/account_financial_report/tests/__init__.py

@@ -7,3 +7,4 @@ from . import test_journal_ledger
 from . import test_open_items
 from . import test_trial_balance
 from . import test_vat_report
+from . import test_age_report_configuration

odoo/addons/account_financial_report/tests/test_age_report_configuration.py

@@ -0,0 +1,42 @@
+#  Copyright 2023 Tecnativa - Carolina Fernandez
+#  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from odoo.exceptions import ValidationError
+from odoo.tests import common, tagged
+
+
+@tagged("post_install", "-at_install")
+class TestAccountAgeReportConfiguration(common.TransactionCase):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.account_age_report_config = cls.env[
+            "account.age.report.configuration"
+        ].create(
+            {
+                "name": "Intervals configuration",
+                "line_ids": [
+                    (
+                        0,
+                        0,
+                        {
+                            "name": "1-30",
+                            "inferior_limit": 30,
+                        },
+                    ),
+                ],
+            }
+        )
+
+    def test_check_line_ids_constraint(self):
+        with self.assertRaises(ValidationError):
+            self.env["account.age.report.configuration"].create(
+                {"name": "Interval configuration", "line_ids": False}
+            )
+
+    def test_check_lower_inferior_limit_constraint(self):
+        with self.assertRaises(ValidationError):
+            self.account_age_report_config.line_ids.inferior_limit = 0
+
+        with self.assertRaises(ValidationError):
+            self.account_age_report_config.line_ids.inferior_limit = -1

odoo/addons/account_financial_report/tests/test_aged_partner_balance.py

@@ -1,25 +1,97 @@
 #  Copyright 2021 Simone Rubino - Agile Business Group
 #  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
 
-from odoo.tests import TransactionCase
+from odoo.tests import TransactionCase, tagged
 from odoo.tools import DEFAULT_SERVER_DATE_FORMAT, test_reports
 
 
+@tagged("post_install", "-at_install")
 class TestAgedPartnerBalance(TransactionCase):
-    def setUp(self):
-        super().setUp()
-        self.wizard_model = self.env["aged.partner.balance.report.wizard"]
-
-    def test_report(self):
-        """Check that report is produced correctly."""
-        wizard = self.wizard_model.create(
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.env = cls.env(
+            context=dict(
+                cls.env.context,
+                mail_create_nolog=True,
+                mail_create_nosubscribe=True,
+                mail_notrack=True,
+                no_reset_password=True,
+                tracking_disable=True,
+            )
+        )
+        cls.wizard_model = cls.env["aged.partner.balance.report.wizard"]
+        # Check that report is produced correctly
+        cls.wizard_with_line_details = cls.wizard_model.create(
             {
                 "show_move_line_details": True,
                 "receivable_accounts_only": True,
             }
         )
+        cls.wizard_without_line_details = cls.wizard_model.create(
+            {
+                "show_move_line_details": False,
+                "receivable_accounts_only": True,
+            }
+        )
+        cls.account_age_report_config = cls.env[
+            "account.age.report.configuration"
+        ].create(
+            {
+                "name": "Intervals configuration",
+                "line_ids": [
+                    (
+                        0,
+                        0,
+                        {
+                            "name": "1-30",
+                            "inferior_limit": 30,
+                        },
+                    ),
+                ],
+            }
+        )
+
+    def test_report_without_aged_report_configuration(self):
+        """Check that report is produced correctly."""
+        wizard = self.wizard_with_line_details
+        wizard.onchange_type_accounts_only()
+        data = wizard._prepare_report_data()
+
+        # Simulate web client behavior:
+        # default value is a datetime.date but web client sends back strings
+        data.update({"date_at": data["date_at"].strftime(DEFAULT_SERVER_DATE_FORMAT)})
+        result = test_reports.try_report(
+            self.env.cr,
+            self.env.uid,
+            "account_financial_report.aged_partner_balance",
+            wizard.ids,
+            data=data,
+        )
+        self.assertTrue(result)
+        second_wizard = self.wizard_without_line_details
+        second_wizard.onchange_type_accounts_only()
+        data = second_wizard._prepare_report_data()
+
+        # Simulate web client behavior:
+        # default value is a datetime.date but web client sends back strings
+        data.update({"date_at": data["date_at"].strftime(DEFAULT_SERVER_DATE_FORMAT)})
+        result = test_reports.try_report(
+            self.env.cr,
+            self.env.uid,
+            "account_financial_report.aged_partner_balance",
+            second_wizard.ids,
+            data=data,
+        )
+        self.assertTrue(result)
+
+    def test_report_with_aged_report_configuration(self):
+        """Check that report is produced correctly."""
+        wizard = self.wizard_with_line_details
+        wizard.age_partner_config_id = self.account_age_report_config.id
+
         wizard.onchange_type_accounts_only()
-        data = wizard._prepare_report_aged_partner_balance()
+        data = wizard._prepare_report_data()
 
         # Simulate web client behavior:
         # default value is a datetime.date but web client sends back strings
@@ -32,3 +104,21 @@ class TestAgedPartnerBalance(TransactionCase):
             data=data,
         )
         self.assertTrue(result)
+
+        second_wizard = self.wizard_without_line_details
+        second_wizard.age_partner_config_id = self.account_age_report_config.id
+
+        second_wizard.onchange_type_accounts_only()
+        data = second_wizard._prepare_report_data()
+
+        # Simulate web client behavior:
+        # default value is a datetime.date but web client sends back strings
+        data.update({"date_at": data["date_at"].strftime(DEFAULT_SERVER_DATE_FORMAT)})
+        result = test_reports.try_report(
+            self.env.cr,
+            self.env.uid,
+            "account_financial_report.aged_partner_balance",
+            second_wizard.ids,
+            data=data,
+        )
+        self.assertTrue(result)

odoo/addons/account_financial_report/tests/test_general_ledger.py

@@ -15,8 +15,18 @@ from odoo.addons.account.tests.common import AccountTestInvoicingCommon
 @tagged("post_install", "-at_install")
 class TestGeneralLedgerReport(AccountTestInvoicingCommon):
     @classmethod
-    def setUpClass(cls, chart_template_ref=None):
-        super().setUpClass(chart_template_ref=chart_template_ref)
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.env = cls.env(
+            context=dict(
+                cls.env.context,
+                mail_create_nolog=True,
+                mail_create_nosubscribe=True,
+                mail_notrack=True,
+                no_reset_password=True,
+                tracking_disable=True,
+            )
+        )
         cls.before_previous_fy_year = fields.Date.from_string("2014-05-05")
         cls.previous_fy_date_start = fields.Date.from_string("2015-01-01")
         cls.previous_fy_date_end = fields.Date.from_string("2015-12-31")
@@ -28,11 +38,11 @@ class TestGeneralLedgerReport(AccountTestInvoicingCommon):
         cls.unaffected_account = cls.env["account.account"].search(
             [
                 (
-                    "user_type_id",
+                    "account_type",
                     "=",
-                    cls.env.ref("account.data_unaffected_earnings").id,
+                    "equity_unaffected",
                 ),
-                ("company_id", "=", cls.env.user.company_id.id),
+                ("company_ids", "in", [cls.env.user.company_id.id]),
             ],
             limit=1,
         )
@@ -108,7 +118,7 @@ class TestGeneralLedgerReport(AccountTestInvoicingCommon):
                 "centralize": centralize,
             }
         )
-        data = general_ledger._prepare_report_general_ledger()
+        data = general_ledger._prepare_report_data()
         res_data = self.env[
             "report.account_financial_report.general_ledger"
         ]._get_report_values(general_ledger, data)
@@ -128,7 +138,7 @@ class TestGeneralLedgerReport(AccountTestInvoicingCommon):
         partner_in_report = False
         for account in general_ledger:
             if account["id"] == account_id and account["partners"]:
-                for partner in account["list_partner"]:
+                for partner in account["list_grouped"]:
                     if partner["id"] == partner_id:
                         partner_in_report = True
         return partner_in_report
@@ -146,7 +156,7 @@ class TestGeneralLedgerReport(AccountTestInvoicingCommon):
         initial_balance = False
         for account in general_ledger:
             if account["id"] == account_id and account["partners"]:
-                for partner in account["list_partner"]:
+                for partner in account["list_grouped"]:
                     if partner["id"] == partner_id:
                         initial_balance = partner["init_bal"]
         return initial_balance
@@ -164,7 +174,7 @@ class TestGeneralLedgerReport(AccountTestInvoicingCommon):
         final_balance = False
         for account in general_ledger:
             if account["id"] == account_id and account["partners"]:
-                for partner in account["list_partner"]:
+                for partner in account["list_grouped"]:
                     if partner["id"] == partner_id:
                         final_balance = partner["fin_bal"]
         return final_balance

odoo/addons/account_financial_report/tests/test_journal_ledger.py

@@ -7,8 +7,7 @@ from datetime import datetime
 from dateutil.relativedelta import relativedelta
 
 from odoo.fields import Date
-from odoo.tests import tagged
-from odoo.tests.common import Form
+from odoo.tests import Form, tagged
 
 from odoo.addons.account.tests.common import AccountTestInvoicingCommon
 
@@ -16,8 +15,18 @@ from odoo.addons.account.tests.common import AccountTestInvoicingCommon
 @tagged("post_install", "-at_install")
 class TestJournalReport(AccountTestInvoicingCommon):
     @classmethod
-    def setUpClass(cls, chart_template_ref=None):
-        super().setUpClass(chart_template_ref=chart_template_ref)
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.env = cls.env(
+            context=dict(
+                cls.env.context,
+                mail_create_nolog=True,
+                mail_create_nosubscribe=True,
+                mail_notrack=True,
+                no_reset_password=True,
+                tracking_disable=True,
+            )
+        )
         cls.AccountObj = cls.env["account.account"]
         cls.InvoiceObj = cls.env["account.move"]
         cls.JournalObj = cls.env["account.journal"]
@@ -167,7 +176,7 @@ class TestJournalReport(AccountTestInvoicingCommon):
                 "move_target": "all",
             }
         )
-        data = wiz._prepare_report_journal_ledger()
+        data = wiz._prepare_report_data()
         res_data = self.JournalLedgerReport._get_report_values(wiz, data)
         self.check_report_journal_debit_credit(res_data, 100, 100)
 
@@ -176,7 +185,7 @@ class TestJournalReport(AccountTestInvoicingCommon):
         res_data = self.JournalLedgerReport._get_report_values(wiz, data)
         self.check_report_journal_debit_credit(res_data, 200, 200)
         wiz.move_target = "posted"
-        data = wiz._prepare_report_journal_ledger()
+        data = wiz._prepare_report_data()
         res_data = self.JournalLedgerReport._get_report_values(wiz, data)
         self.check_report_journal_debit_credit(res_data, 0, 0)
 
@@ -193,7 +202,7 @@ class TestJournalReport(AccountTestInvoicingCommon):
         self.check_report_journal_debit_credit(res_data, 200, 200)
 
         wiz.date_from = self.previous_fy_date_start
-        data = wiz._prepare_report_journal_ledger()
+        data = wiz._prepare_report_data()
         res_data = self.JournalLedgerReport._get_report_values(wiz, data)
         self.check_report_journal_debit_credit(res_data, 300, 300)
 
@@ -228,7 +237,7 @@ class TestJournalReport(AccountTestInvoicingCommon):
                 "move_target": "all",
             }
         )
-        data = wiz._prepare_report_journal_ledger()
+        data = wiz._prepare_report_data()
         res_data = self.JournalLedgerReport._get_report_values(wiz, data)
         self.check_report_journal_debit_credit(res_data, 250, 250)
         self.check_report_journal_debit_credit_taxes(res_data, 0, 300, 0, 50)
@@ -266,7 +275,7 @@ class TestJournalReport(AccountTestInvoicingCommon):
                 "move_target": "all",
             }
         )
-        data = wiz._prepare_report_journal_ledger()
+        data = wiz._prepare_report_data()
         res_data = self.JournalLedgerReport._get_report_values(wiz, data)
 
         self.check_report_journal_debit_credit(res_data, 250, 250)