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Merge branch '17-imp-account_ebics' into '17.0'

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[IMP] account_ebics: add draft, done filters on ebics.file search view

See merge request Noviat/Noviat_Generic/accounting-ebics!74
This commit is contained in:
Luc De Meyer
2025-01-03 15:49:13 +00:00
parent e6b861dd94 ebe6a6b43d
commit 269b6ea4aa
11 changed files with 300 additions and 247 deletions
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4
account_ebics/__manifest__.py
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@@ -1,9 +1,9 @@
# Copyright 2009-2024 Noviat.
# Copyright 2009-2025 Noviat.
# License LGPL-3 or later (http://www.gnu.org/licenses/lgpl).
{
"name": "EBICS banking protocol",
"version": "17.0.1.1.2",
"version": "17.0.1.2.0",
"license": "LGPL-3",
"author": "Noviat",
"website": "https://www.noviat.com",

15
account_ebics/migrations/17.0.1.2/post-migration.py Normal file
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@@ -0,0 +1,15 @@
# Copyright 2009-2025 Noviat.
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
def migrate(cr, version):
cr.execute( # pylint: disable=E8103
"""
UPDATE ebics_file ef
SET state = 'done'
FROM ebics_file_format eff
WHERE ef.format_id = eff.id
AND eff.type = 'down'
AND eff.download_process_method IS NULL;
"""
)

7
account_ebics/models/ebics_file.py
View File

@@ -1,4 +1,4 @@
# Copyright 2009-2024 Noviat.
# Copyright 2009-2025 Noviat.
# License LGPL-3 or later (http://www.gnu.org/licenses/lgpl).
import base64
@@ -36,7 +36,10 @@ class EbicsFile(models.Model):
format_id = fields.Many2one(
comodel_name="ebics.file.format", string="EBICS File Formats", readonly=True
)
type = fields.Selection(related="format_id.type", readonly=True)
download_process_method = fields.Selection(
related="format_id.download_process_method"
)
type = fields.Selection(related="format_id.type")
date_from = fields.Date(
readonly=True, help="'Date From' as entered in the download wizard."
)

2
account_ebics/views/ebics_config_views.xml
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@@ -1,4 +1,4 @@
<?xml version="1.0" ?>
<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="ebics_config_view_tree" model="ir.ui.view">

104
account_ebics/views/ebics_file_format_views.xml
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@@ -1,74 +1,74 @@
<?xml version="1.0" ?>
<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="ebics_file_format_view_tree" model="ir.ui.view">
<field name="name">ebics.file.format.tree</field>
<field name="model">ebics.file.format</field>
<field name="arch" type="xml">
<tree>
<field name="ebics_version" />
<field name="type" />
<field name="order_type" />
<field name="signature_class" />
<field name="name" />
<field name="description" />
</tree>
</field>
</record>
<record id="ebics_file_format_view_tree" model="ir.ui.view">
<field name="name">ebics.file.format.tree</field>
<field name="model">ebics.file.format</field>
<field name="arch" type="xml">
<tree>
<field name="ebics_version" />
<field name="type" />
<field name="order_type" />
<field name="signature_class" />
<field name="name" />
<field name="description" />
</tree>
</field>
</record>
<record id="ebics_file_format_view_form" model="ir.ui.view">
<field name="name">ebics.file.format.form</field>
<field name="model">ebics.file.format</field>
<field name="arch" type="xml">
<form string="EBICS File Format">
<group name="main">
<group name="main-left">
<field name="ebics_version" />
<field name="type" />
<field name="suffix" />
<field
<record id="ebics_file_format_view_form" model="ir.ui.view">
<field name="name">ebics.file.format.form</field>
<field name="model">ebics.file.format</field>
<field name="arch" type="xml">
<form string="EBICS File Format">
<group name="main">
<group name="main-left">
<field name="ebics_version" />
<field name="type" />
<field name="suffix" />
<field
name="download_process_method"
invisible="type == 'up'"
force_save="1"
/>
<field name="signature_class" />
</group>
<group name="main-right">
<field name="order_type" />
<field
<field name="signature_class" />
</group>
<group name="main-right">
<field name="order_type" />
<field
name="name"
required="ebics_version == '2'"
invisible="ebics_version == '3'"
/>
<field
<field
name="btf_service"
required="ebics_version == '3'"
invisible="ebics_version == '2'"
/>
<field
<field
name="btf_message"
required="ebics_version == '3'"
invisible="ebics_version == '2'"
/>
<field name="btf_scope" invisible="ebics_version == '2'" />
<field name="btf_option" invisible="ebics_version == '2'" />
<field name="btf_container" invisible="ebics_version == '2'" />
<field name="btf_version" invisible="ebics_version == '2'" />
<field name="btf_variant" invisible="ebics_version == '2'" />
<field name="btf_format" invisible="ebics_version == '2'" />
</group>
</group>
<group name="description">
<field name="description" />
</group>
</form>
</field>
</record>
<field name="btf_scope" invisible="ebics_version == '2'" />
<field name="btf_option" invisible="ebics_version == '2'" />
<field name="btf_container" invisible="ebics_version == '2'" />
<field name="btf_version" invisible="ebics_version == '2'" />
<field name="btf_variant" invisible="ebics_version == '2'" />
<field name="btf_format" invisible="ebics_version == '2'" />
</group>
</group>
<group name="description">
<field name="description" />
</group>
</form>
</field>
</record>
<record id="ebics_file_format_action" model="ir.actions.act_window">
<field name="name">EBICS File Formats</field>
<field name="res_model">ebics.file.format</field>
<field name="view_mode">tree,form</field>
</record>
<record id="ebics_file_format_action" model="ir.actions.act_window">
<field name="name">EBICS File Formats</field>
<field name="res_model">ebics.file.format</field>
<field name="view_mode">tree,form</field>
</record>
</odoo>

400
account_ebics/views/ebics_file_views.xml
View File

@@ -1,253 +1,285 @@
<?xml version="1.0" ?>
<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="ebics_file_view_search" model="ir.ui.view">
<field name="name">ebics.file.search</field>
<field name="model">ebics.file</field>
<field name="arch" type="xml">
<search string="Search EBICS Files">
<group col="10" colspan="4">
<field name="date_from" />
<field name="date_to" />
<field name="name" />
<field name="format_id" />
<field name="user_id" />
<field
name="company_ids"
widget="selection"
groups="base.group_multi_company"
/>
</group>
<newline />
<group expand="0" string="Group By">
<filter
<record id="ebics_file_view_search" model="ir.ui.view">
<field name="name">ebics.file.search</field>
<field name="model">ebics.file</field>
<field name="arch" type="xml">
<search string="Search EBICS Files">
<field name="date_from" />
<field name="date_to" />
<field name="name" />
<field name="format_id" />
<field name="user_id" />
<field
name="company_ids"
widget="selection"
groups="base.group_multi_company"
/>
<filter
string="Draft"
name="draft"
domain="[('state', '=', 'draft')]"
/>
<filter
string="Done"
name="done"
domain="[('state', '=', 'confirm')]"
/>
<group expand="0" string="Group By">
<filter
string="File Format"
name="file_format"
context="{'group_by':'format_id'}"
/>
<filter string="State" name="state" context="{'group_by':'state'}" />
<filter string="User" name="user" context="{'group_by':'user_id'}" />
</group>
</search>
</field>
</record>
<filter
string="State"
name="state"
context="{'group_by':'state'}"
/>
<filter
string="User"
name="user"
context="{'group_by':'user_id'}"
/>
</group>
</search>
</field>
</record>
<!-- Download -->
<!-- Download -->
<record id="ebics_file_view_tree_download" model="ir.ui.view">
<field name="name">ebics.file.tree</field>
<field name="model">ebics.file</field>
<field name="arch" type="xml">
<tree decoration-muted="state=='draft'" create="false">
<field name="date" string="Download Date" />
<field name="name" />
<field name="date_from" />
<field name="date_to" />
<field name="user_id" />
<field name="state" />
<field name="format_id" />
<field
<record id="ebics_file_view_tree_download" model="ir.ui.view">
<field name="name">ebics.file.tree</field>
<field name="model">ebics.file</field>
<field name="arch" type="xml">
<tree decoration-muted="state=='draft'" create="false">
<field name="date" string="Download Date" />
<field name="name" />
<field name="date_from" />
<field name="date_to" />
<field name="user_id" />
<field name="state" />
<field name="format_id" />
<field
name="company_ids"
widget="many2many_tags"
groups="base.group_multi_company"
/>
</tree>
</field>
</record>
</tree>
</field>
</record>
<record id="ebics_file_view_form_download" model="ir.ui.view">
<field name="name">ebics.file.form</field>
<field name="model">ebics.file</field>
<field name="priority">1</field>
<field name="arch" type="xml">
<form string="EBICS File" create="false">
<header>
<button
<record id="ebics_file_view_form_download" model="ir.ui.view">
<field name="name">ebics.file.form</field>
<field name="model">ebics.file</field>
<field name="priority">1</field>
<field name="arch" type="xml">
<form string="EBICS File" create="false">
<header>
<field name="download_process_method" invisible="1" />
<button
name="set_to_draft"
invisible="state != 'done'"
invisible="not download_process_method or state != 'done'"
string="Set to Draft"
type="object"
groups="account.group_account_manager"
/>
<button
<button
name="process"
class="oe_highlight"
invisible="state != 'draft'"
invisible="not download_process_method or state != 'draft'"
string="Process"
type="object"
groups="account.group_account_invoice"
help="Process the EBICS File"
/>
<button
<button
name="set_to_done"
invisible="state != 'draft'"
invisible="not download_process_method or state != 'draft'"
string="Set to Done"
type="object"
groups="account.group_account_manager"
/>
<field name="state" widget="statusbar" />
</header>
<group colspan="4" col="4">
<field name="date" string="Download Date" />
<field name="name" />
<field name="data" filename="name" />
<field name="format_id" />
<field name="date_from" />
<field name="date_to" />
<field name="user_id" />
<field name="ebics_userid_id" />
<field
name="company_ids"
widget="many2many_tags"
groups="base.group_multi_company"
<field
name="state"
widget="statusbar"
invisible="not download_process_method"
/>
</group>
<notebook>
<page string="Additional Information">
<field name="note" nolabel="1" />
</page>
<page string="Bank Statements" invisible="not bank_statement_ids">
<field name="bank_statement_ids" nolabel="1" />
</page>
</notebook>
</form>
</field>
</record>
</header>
<group name="main">
<group name="main-full-screen" colspan="2" col="2">
<field name="name" />
<field name="data" filename="name" />
<field name="format_id" />
</group>
<group name="main-left">
<field name="date" string="Download Date" />
<field name="user_id" />
<field name="ebics_userid_id" />
</group>
<group name="main-right">
<field name="date_from" />
<field name="date_to" />
<field
name="company_ids"
widget="many2many_tags"
groups="base.group_multi_company"
/>
</group>
</group>
<notebook>
<page string="Additional Information">
<field name="note" nolabel="1" />
</page>
<page string="Bank Statements" invisible="not bank_statement_ids">
<field name="bank_statement_ids" nolabel="1" />
</page>
</notebook>
</form>
</field>
</record>
<record id="ebics_file_view_form_result" model="ir.ui.view">
<field name="name">ebics.file.process.result</field>
<field name="model">ebics.file</field>
<field name="priority">2</field>
<field name="arch" type="xml">
<form string="Process EBICS File">
<separator colspan="4" string="Results :" />
<field name="note_process" colspan="4" nolabel="1" width="850" height="400" />
<footer>
<button
<record id="ebics_file_view_form_result" model="ir.ui.view">
<field name="name">ebics.file.process.result</field>
<field name="model">ebics.file</field>
<field name="priority">2</field>
<field name="arch" type="xml">
<form string="Process EBICS File">
<separator colspan="4" string="Results :" />
<field
name="note_process"
colspan="4"
nolabel="1"
width="850"
height="400"
/>
<footer>
<button
name="action_open_bank_statements"
string="View Bank Statement(s)"
type="object"
class="oe_highlight"
invisible="not context.get('statement_ids')"
/>
<button name="button_close" type="object" string="Close" />
</footer>
</form>
</field>
</record>
<button name="button_close" type="object" string="Close" />
</footer>
</form>
</field>
</record>
<record id="ebics_file_action_download" model="ir.actions.act_window">
<field name="name">EBICS Download Files</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">ebics.file</field>
<field name="view_mode">tree,form</field>
<field name="view_id" eval="False" />
<field name="domain">[('type','=','down')]</field>
<field name="search_view_id" ref="ebics_file_view_search" />
</record>
<record id="ebics_file_action_download" model="ir.actions.act_window">
<field name="name">EBICS Download Files</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">ebics.file</field>
<field name="view_mode">tree,form</field>
<field name="view_id" eval="False" />
<field name="domain">[('type', '=', 'down')]</field>
<field name="search_view_id" ref="ebics_file_view_search" />
</record>
<record id="ebics_file_action_download_tree" model="ir.actions.act_window.view">
<field eval="1" name="sequence" />
<field name="view_mode">tree</field>
<field name="view_id" ref="ebics_file_view_tree_download" />
<field name="act_window_id" ref="ebics_file_action_download" />
</record>
<record id="ebics_file_action_download_tree" model="ir.actions.act_window.view">
<field eval="1" name="sequence" />
<field name="view_mode">tree</field>
<field name="view_id" ref="ebics_file_view_tree_download" />
<field name="act_window_id" ref="ebics_file_action_download" />
</record>
<record id="ebics_file_action_download_form" model="ir.actions.act_window.view">
<field eval="2" name="sequence" />
<field name="view_mode">form</field>
<field name="view_id" ref="ebics_file_view_form_download" />
<field name="act_window_id" ref="ebics_file_action_download" />
</record>
<record id="ebics_file_action_download_form" model="ir.actions.act_window.view">
<field eval="2" name="sequence" />
<field name="view_mode">form</field>
<field name="view_id" ref="ebics_file_view_form_download" />
<field name="act_window_id" ref="ebics_file_action_download" />
</record>
<!-- Upload -->
<!-- Upload -->
<record id="ebics_file_view_tree_upload" model="ir.ui.view">
<field name="name">ebics.file.tree</field>
<field name="model">ebics.file</field>
<field name="arch" type="xml">
<tree decoration-muted="state=='draft'" create="false">
<field name="date" string="Upload Date" />
<field name="name" />
<field name="user_id" />
<field name="state" />
<field name="format_id" />
<field
<record id="ebics_file_view_tree_upload" model="ir.ui.view">
<field name="name">ebics.file.tree</field>
<field name="model">ebics.file</field>
<field name="arch" type="xml">
<tree decoration-muted="state=='draft'" create="false">
<field name="date" string="Upload Date" />
<field name="name" />
<field name="user_id" />
<field name="state" />
<field name="format_id" />
<field
name="company_ids"
widget="many2many_tags"
groups="base.group_multi_company"
/>
</tree>
</field>
</record>
</tree>
</field>
</record>
<record id="ebics_file_view_form_upload" model="ir.ui.view">
<field name="name">ebics.file.form</field>
<field name="model">ebics.file</field>
<field name="priority">1</field>
<field name="arch" type="xml">
<form string="EBICS File" create="false">
<header>
<button
<record id="ebics_file_view_form_upload" model="ir.ui.view">
<field name="name">ebics.file.form</field>
<field name="model">ebics.file</field>
<field name="priority">1</field>
<field name="arch" type="xml">
<form string="EBICS File" create="false">
<header>
<button
name="set_to_draft"
invisible="state != 'done'"
string="Set to Draft"
type="object"
groups="account.group_account_manager"
/>
<button
<button
name="set_to_done"
invisible="state != 'draft'"
string="Set to Done"
type="object"
groups="account.group_account_manager"
/>
<field name="state" widget="statusbar" />
</header>
<group colspan="4" col="4">
<field name="date" string="Upload Date" />
<field name="name" />
<field name="data" filename="name" />
<field name="format_id" />
<field name="user_id" />
<field name="ebics_userid_id" />
<field
<field name="state" widget="statusbar" />
</header>
<group colspan="4" col="4">
<field name="date" string="Upload Date" />
<field name="name" />
<field name="data" filename="name" />
<field name="format_id" />
<field name="user_id" />
<field name="ebics_userid_id" />
<field
name="company_ids"
widget="many2many_tags"
groups="base.group_multi_company"
/>
</group>
<notebook>
<page string="Additional Information">
<field name="note" nolabel="1" />
</page>
</notebook>
</form>
</field>
</record>
</group>
<notebook>
<page string="Additional Information">
<field name="note" nolabel="1" />
</page>
</notebook>
</form>
</field>
</record>
<record id="ebics_file_action_upload" model="ir.actions.act_window">
<field name="name">EBICS Upload Files</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">ebics.file</field>
<field name="view_mode">tree,form</field>
<field name="view_id" eval="False" />
<field name="domain">[('type','=','up')]</field>
<field name="search_view_id" ref="ebics_file_view_search" />
</record>
<record id="ebics_file_action_upload" model="ir.actions.act_window">
<field name="name">EBICS Upload Files</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">ebics.file</field>
<field name="view_mode">tree,form</field>
<field name="view_id" eval="False" />
<field name="domain">[('type', '=', 'up')]</field>
<field name="search_view_id" ref="ebics_file_view_search" />
</record>
<record id="ebics_file_action_upload_tree" model="ir.actions.act_window.view">
<field eval="1" name="sequence" />
<field name="view_mode">tree</field>
<field name="view_id" ref="ebics_file_view_tree_upload" />
<field name="act_window_id" ref="ebics_file_action_upload" />
</record>
<record id="ebics_file_action_upload_tree" model="ir.actions.act_window.view">
<field eval="1" name="sequence" />
<field name="view_mode">tree</field>
<field name="view_id" ref="ebics_file_view_tree_upload" />
<field name="act_window_id" ref="ebics_file_action_upload" />
</record>
<record id="ebics_file_action_upload_form" model="ir.actions.act_window.view">
<field eval="2" name="sequence" />
<field name="view_mode">form</field>
<field name="view_id" ref="ebics_file_view_form_upload" />
<field name="act_window_id" ref="ebics_file_action_upload" />
</record>
<record id="ebics_file_action_upload_form" model="ir.actions.act_window.view">
<field eval="2" name="sequence" />
<field name="view_mode">form</field>
<field name="view_id" ref="ebics_file_view_form_upload" />
<field name="act_window_id" ref="ebics_file_action_upload" />
</record>
</odoo>

2
account_ebics/views/ebics_userid_views.xml
View File

@@ -1,4 +1,4 @@
<?xml version="1.0" ?>
<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<record id="ebics_userid_view_tree" model="ir.ui.view">

2
account_ebics/views/menu.xml
View File

@@ -1,4 +1,4 @@
<?xml version="1.0" ?>
<?xml version="1.0" encoding="utf-8" ?>
<odoo>
<menuitem

3
account_ebics/wizards/ebics_xfer.py
View File

@@ -1,4 +1,4 @@
# Copyright 2009-2024 Noviat.
# Copyright 2009-2025 Noviat.
# License LGPL-3 or later (http://www.gnu.org/licenses/lgpl).
import base64
@@ -605,6 +605,7 @@ class EbicsXfer(models.TransientModel):
"date_from": self.date_from,
"date_to": self.date_to,
"format_id": file_format.id,
"state": file_format.download_process_method and "draft" or "done",
"user_id": self._uid,
"ebics_userid_id": self.ebics_userid_id.id,
"company_ids": self.ebics_config_id.company_ids.ids,

4
account_ebics_batch/__manifest__.py
View File

@@ -1,9 +1,9 @@
# Copyright 2009-2024 Noviat.
# Copyright 2009-2025 Noviat.
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "EBICS Files batch import",
"version": "17.0.1.0.0",
"version": "17.0.1.0.1",
"license": "AGPL-3",
"author": "Noviat",
"website": "https://www.noviat.com",

4
account_ebics_batch/models/ebics_batch_log.py
View File

@@ -179,7 +179,9 @@ class EbicsBatchLog(models.Model):
return file_ids
def _ebics_process(self, import_dict):
to_process = self.file_ids.filtered(lambda r: r.state == "draft")
to_process = self.file_ids.filtered(
lambda r: r.download_process_method and r.state == "draft"
)
for ebics_file in to_process:
ebics_file.process()