Merge branch '17.0-mig-account_ebics_batch' into '17.0'

[MIG] account_ebics_batch: Migration to 17.0

See merge request Noviat/Noviat_Generic/accounting-ebics!32

account_ebics_batch/README.rst

@@ -0,0 +1,50 @@
+.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+   :target: https://www.gnu.org/licenses/agpl
+   :alt: License: AGPL-3
+
+============================================
+Module to enable batch import of EBICS files
+============================================
+
+This module adds a cron job for the automated import of EBICS files.
+
+|
+
+A Log is created during the import in order to document import errors.
+If errors have been detected, the Batch Import Log state is set to 'error'.
+
+When all EBICS Files have been imported correctly, the Batch Import Log state is set to 'done'.
+
+|
+
+The user can reprocess the imported EBICS files in status 'draft' via the Log object 'REPROCESS' button until all errors have been cleared. 
+
+As an alternative, the user can force the Batch Import Log state to 'done'
+(e.g. when the errors have been circumvented via manual encoding or the reprocessing of a single EBICS file).
+
+|
+
+Configuration
+=============
+
+Adapt the 'EBICS Batch Import' ir.cron job created during the module installation.
+
+The cron job calls the following python method:
+
+|
+
+.. code-block:: python
+
+  _batch_import()
+
+
+The EBICS download will be performed on all confirmed EBICS connections.
+
+You can limit the automated operation to a subset of your EBICS connections via the ebics_config_ids parameter, e.g.
+
+|
+
+.. code-block:: python
+
+  _batch_import(ebics_config_ids=[1,3])
+

account_ebics_batch/__init__.py

@@ -0,0 +1 @@
+from . import models

account_ebics_batch/__manifest__.py

@@ -0,0 +1,21 @@
+# Copyright 2009-2024 Noviat.
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "EBICS Files batch import",
+    "version": "17.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Noviat",
+    "website": "https://www.noviat.com",
+    "category": "Accounting & Finance",
+    "summary": "EBICS Files automated import and processing",
+    "depends": ["account_ebics"],
+    "data": [
+        "security/ir.model.access.csv",
+        "data/ir_cron_data.xml",
+        "views/ebics_batch_log_views.xml",
+        "views/menu.xml",
+    ],
+    "installable": True,
+    "images": ["static/description/cover.png"],
+}

account_ebics_batch/data/ir_cron_data.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<odoo noupdate="1">
+
+  <record id="ir_cron_ebics_batch_import" model="ir.cron">
+    <field name="name">EBICS Batch Import</field>
+    <field name="model_id" ref="model_ebics_batch_log" />
+    <field name="state">code</field>
+    <field name="code">model._batch_import()</field>
+    <field name="user_id" ref="base.user_root" />
+    <field name="interval_number">1</field>
+    <field name="interval_type">days</field>
+    <field name="numbercall">-1</field>
+    <field name="active" eval="False" />
+    <field name="doall" eval="False" />
+  </record>
+
+</odoo>

account_ebics_batch/models/__init__.py

@@ -0,0 +1 @@
+from . import ebics_batch_log

account_ebics_batch/models/ebics_batch_log.py

@@ -0,0 +1,204 @@
+# Copyright 2009-2024 Noviat.
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from sys import exc_info
+from traceback import format_exception
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+
+class EbicsBatchLog(models.Model):
+    _name = "ebics.batch.log"
+    _description = "Object to store EBICS Batch Import Logs"
+    _order = "create_date desc"
+
+    date_from = fields.Date()
+    date_to = fields.Date()
+    ebics_config_ids = fields.Many2many(
+        comodel_name="ebics.config", string="EBICS Configurations"
+    )
+    log_ids = fields.One2many(
+        comodel_name="ebics.batch.log.item",
+        inverse_name="log_id",
+        string="Batch Import Log Items",
+        readonly=True,
+    )
+    file_ids = fields.Many2many(
+        comodel_name="ebics.file",
+        string="Batch Import EBICS Files",
+        readonly=True,
+    )
+    file_count = fields.Integer(
+        string="EBICS Files Count", compute="_compute_ebics_files_fields", readonly=True
+    )
+    has_draft_files = fields.Boolean(compute="_compute_ebics_files_fields")
+    state = fields.Selection(
+        selection=[("draft", "Draft"), ("error", "Error"), ("done", "Done")],
+        required=True,
+        readonly=True,
+        default="draft",
+    )
+
+    @api.depends("file_ids")
+    def _compute_ebics_files_fields(self):
+        for rec in self:
+            rec.has_draft_files = "draft" in rec.file_ids.mapped("state")
+            rec.file_count = len(rec.file_ids)
+
+    def unlink(self):
+        for log in self:
+            if log.state != "draft":
+                raise UserError(_("Only log objects in state 'draft' can be deleted !"))
+        return super().unlink()
+
+    def button_draft(self):
+        self.state = "draft"
+
+    def button_done(self):
+        self.state = "done"
+
+    def reprocess(self):
+        import_dict = {"errors": []}
+        self._ebics_process(import_dict)
+        self._finalise_processing(import_dict)
+
+    def view_ebics_files(self):
+        action = self.env["ir.actions.actions"]._for_xml_id(
+            "account_ebics.ebics_file_action_download"
+        )
+        action["domain"] = [("id", "in", self.file_ids.ids)]
+        return action
+
+    def _batch_import(self, ebics_config_ids=None, date_from=None, date_to=None):
+        """
+        Call this method from a cron job to automate the EBICS import.
+        """
+        log_model = self.env["ebics.batch.log"]
+        import_dict = {"errors": []}
+        configs = self.env["ebics.config"].browse(ebics_config_ids) or self.env[
+            "ebics.config"
+        ].search(
+            [
+                ("company_ids", "in", self.env.user.company_ids.ids),
+                ("state", "=", "confirm"),
+            ]
+        )
+        log = log_model.create(
+            {
+                "ebics_config_ids": [(6, 0, configs.ids)],
+                "date_from": date_from,
+                "date_to": date_to,
+            }
+        )
+        ebics_file_ids = []
+        for config in configs:
+            err_msg = (
+                _("Error while processing EBICS connection '%s' :\n") % config.name
+            )
+            if config.state == "draft":
+                import_dict["errors"].append(
+                    err_msg
+                    + _(
+                        "Please set state to 'Confirm' and "
+                        "Reprocess this EBICS Import Log."
+                    )
+                )
+                continue
+            if not any(config.mapped("ebics_userid_ids.ebics_passphrase_store")):
+                import_dict["errors"].append(
+                    err_msg
+                    + _(
+                        "No EBICS UserID with stored passphrase found.\n"
+                        "You should configure such a UserID for automated downloads."
+                    )
+                )
+                continue
+            try:
+                with self.env.cr.savepoint():
+                    ebics_file_ids += self._ebics_import(
+                        config, date_from, date_to, import_dict
+                    )
+            except UserError as e:
+                import_dict["errors"].append(err_msg + " ".join(e.args))
+            except Exception:
+                tb = "".join(format_exception(*exc_info()))
+                import_dict["errors"].append(err_msg + tb)
+        log.file_ids = [(6, 0, ebics_file_ids)]
+        try:
+            log._ebics_process(import_dict)
+        except UserError as e:
+            import_dict["errors"].append(err_msg + " ".join(e.args))
+        except Exception:
+            tb = "".join(format_exception(*exc_info()))
+            import_dict["errors"].append(err_msg + tb)
+        log._finalise_processing(import_dict)
+
+    def _finalise_processing(self, import_dict):
+        log_item_model = self.env["ebics.batch.log.item"]
+        state = self.has_draft_files and "draft" or "done"
+        note = ""
+        error_count = 0
+        if import_dict["errors"]:
+            state = "error"
+            note = "\n\n".join(import_dict["errors"])
+            error_count = len(import_dict["errors"])
+        log_item_model.create(
+            {
+                "log_id": self.id,
+                "state": state,
+                "note": note,
+                "error_count": error_count,
+            }
+        )
+        self.state = state
+
+    def _ebics_import(self, config, date_from, date_to, import_dict):
+        ebics_userids = config.ebics_userid_ids.filtered(
+            lambda r: r.ebics_passphrase_store
+        )
+        t_userids = ebics_userids.filtered(lambda r: r.signature_class == "T")
+        ebics_userid = t_userids and t_userids[0] or ebics_userids[0]
+        xfer_wiz = (
+            self.env["ebics.xfer"]
+            .with_context(ebics_download=True)
+            .create(
+                {
+                    "ebics_config_id": config.id,
+                    "date_from": date_from,
+                    "date_to": date_to,
+                }
+            )
+        )
+        xfer_wiz._onchange_ebics_config_id()
+        xfer_wiz.ebics_userid_id = ebics_userid
+        res = xfer_wiz.ebics_download()
+        file_ids = res["context"].get("ebics_file_ids", [])
+        if res["context"]["err_cnt"]:
+            import_dict["errors"].append(xfer_wiz.note)
+        return file_ids
+
+    def _ebics_process(self, import_dict):
+        to_process = self.file_ids.filtered(lambda r: r.state == "draft")
+        for ebics_file in to_process:
+            ebics_file.process()
+
+
+class EbicsBatchLogItem(models.Model):
+    _name = "ebics.batch.log.item"
+    _description = "Object to store EBICS Batch Import Log Items"
+    _order = "create_date desc"
+
+    log_id = fields.Many2one(
+        comodel_name="ebics.batch.log",
+        string="Batch Object",
+        ondelete="cascade",
+        readonly=True,
+    )
+    state = fields.Selection(
+        selection=[("draft", "Draft"), ("error", "Error"), ("done", "Done")],
+        required=True,
+        readonly=True,
+    )
+    note = fields.Text(string="Batch Import Log", readonly=True)
+    error_count = fields.Integer(string="Number of Errors", required=True, default=0)

account_ebics_batch/pyproject.toml

@@ -0,0 +1,3 @@
+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

account_ebics_batch/security/ir.model.access.csv

@@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_ebics_batch_log,ebics.batch.log,model_ebics_batch_log,account.group_account_invoice,1,1,1,1
+access_ebics_batch_log_item,ebics.batch.log.item,model_ebics_batch_log_item,account.group_account_invoice,1,1,1,1

account_ebics_batch/views/ebics_batch_log_views.xml

@@ -0,0 +1,118 @@
+<?xml version="1.0" ?>
+<odoo>
+
+  <record id="ebics_batch_log_view_search" model="ir.ui.view">
+    <field name="name">ebics.batch.log.search</field>
+    <field name="model">ebics.batch.log</field>
+    <field name="arch" type="xml">
+      <search string="Search EBICS Batch Import Log Files">
+        <group col="10" colspan="4">
+          <field name="create_date" />
+          <field name="state" />
+        </group>
+        <newline />
+        <group expand="0" string="Group By">
+          <filter name="group_by_state" string="State" context="{'group_by':'state'}" />
+        </group>
+      </search>
+    </field>
+  </record>
+
+  <record id="ebics_batch_log_view_tree" model="ir.ui.view">
+    <field name="name">ebics.batch.log.tree</field>
+    <field name="model">ebics.batch.log</field>
+    <field name="arch" type="xml">
+      <tree create="false">
+        <field name="create_date" />
+        <field name="file_count" />
+        <field name="state" />
+      </tree>
+    </field>
+  </record>
+
+  <record id="ebics_batch_log_view_form" model="ir.ui.view">
+    <field name="name">ebics.batch.log.form</field>
+    <field name="model">ebics.batch.log</field>
+    <field name="arch" type="xml">
+      <form string="EBICS Batch Import Log" create="false">
+        <header>
+          <button
+                        name="button_draft"
+                        invisible="state not in ('done', 'error')"
+                        string="Set to Draft"
+                        type="object"
+                    />
+          <button
+                        name="reprocess"
+                        string="Reprocess"
+                        help="Reprocess 'draft' EBICS Files"
+                        type="object"
+                        class="oe_highlight"
+                        invisible="state, '=', 'done' or not has_draft_files"
+                    />
+          <button
+                        name="button_done"
+                        invisible="state not in ('done', 'error')"
+                        string="Mark Done"
+                        type="object"
+                    />
+          <field
+                        name="state"
+                        widget="statusbar"
+                        statusbar_visible="draft,done"
+                        statusbar_colors="{'error':'red'}"
+                    />
+        </header>
+        <sheet>
+          <div class="oe_button_box" name="button_box">
+            <button
+                            name="view_ebics_files"
+                            type="object"
+                            class="oe_stat_button"
+                            icon="fa-pencil-square-o"
+                            invisible="file_count == 0"
+                        >
+                   <field name="file_count" widget="statinfo" string="EBICS Files" />
+            </button>
+          </div>
+          <group colspan="4" col="4">
+            <field name="create_date" />
+            <field name="ebics_config_ids" widget="many2many_tags" />
+            <field name="has_draft_files" invisible="1" />
+          </group>
+          <notebook colspan="4">
+            <page string="Batch Import Logs">
+              <field name="log_ids" nolabel="1">
+                <tree>
+                  <field name="create_date" />
+                  <field name="state" />
+                  <field name="error_count" />
+                </tree>
+                <form string="Batch Import Log">
+                  <group colspan="4" col="6">
+                    <field name="create_date" />
+                    <field name="error_count" />
+                  </group>
+                  <group invisible="not note">
+                    <separator colspan="4" />
+                    <field name="note" nolabel="1" colspan="4" height="360" />
+                  </group>
+                </form>
+              </field>
+            </page>
+          </notebook>
+        </sheet>
+      </form>
+    </field>
+  </record>
+
+  <record id="ebics_batch_log_action" model="ir.actions.act_window">
+    <field name="name">EBICS Batch Import Logs</field>
+    <field name="type">ir.actions.act_window</field>
+    <field name="res_model">ebics.batch.log</field>
+    <field name="view_mode">tree,form</field>
+    <field name="view_id" ref="ebics_batch_log_view_tree" />
+    <field name="search_view_id" ref="ebics_batch_log_view_search" />
+  </record>
+
+</odoo>

account_ebics_batch/views/menu.xml

@@ -0,0 +1,12 @@
+<?xml version="1.0" ?>
+<odoo>
+
+  <menuitem
+        id="ebics_batch_log_menu"
+        name="EBICS Batch Import Logs"
+        parent="account_ebics.ebics_processing_menu"
+        action="ebics_batch_log_action"
+        sequence="100"
+    />
+
+</odoo>