# -*- coding: utf-8 -*- import logging import time from datetime import timedelta from dateutil.relativedelta import relativedelta from odoo import api, fields, models, Command from odoo.exceptions import UserError, ValidationError from odoo.tools.misc import file_open, formatLang _logger = logging.getLogger(__name__) class AccountChartTemplate(models.Model): _inherit = "account.chart.template" @api.model def _get_demo_data(self): """Generate the demo data related to accounting.""" # This is a generator because data created here might be referenced by xml_id to data # created later but defined in this same function. yield self._get_demo_data_move() yield self._get_demo_data_statement() yield self._get_demo_data_reconcile_model() yield self._get_demo_data_attachment() yield self._get_demo_data_mail_message() yield self._get_demo_data_mail_activity() @api.model def _get_demo_data_move(self): cid = self.env.company.id ref = self.env.ref return ('account.move', { f'{cid}_demo_invoice_1': { 'move_type': 'out_invoice', 'partner_id': ref('base.res_partner_12').id, 'invoice_user_id': ref('base.user_demo').id, 'invoice_payment_term_id': ref('account.account_payment_term_end_following_month').id, 'invoice_date': time.strftime('%Y-%m-01'), 'invoice_line_ids': [ Command.create({'product_id': ref('product.consu_delivery_02').id, 'quantity': 5}), Command.create({'product_id': ref('product.consu_delivery_03').id, 'quantity': 5}), ], }, f'{cid}_demo_invoice_2': { 'move_type': 'out_invoice', 'partner_id': ref('base.res_partner_2').id, 'invoice_user_id': False, 'invoice_date': time.strftime('%Y-%m-08'), 'invoice_line_ids': [ Command.create({'product_id': ref('product.consu_delivery_03').id, 'quantity': 5}), Command.create({'product_id': ref('product.consu_delivery_01').id, 'quantity': 20}), ], }, f'{cid}_demo_invoice_3': { 'move_type': 'out_invoice', 'partner_id': ref('base.res_partner_2').id, 'invoice_user_id': False, 'invoice_date': time.strftime('%Y-%m-08'), 'invoice_line_ids': [ Command.create({'product_id': ref('product.consu_delivery_01').id, 'quantity': 5}), Command.create({'product_id': ref('product.consu_delivery_03').id, 'quantity': 5}), ], }, f'{cid}_demo_invoice_followup': { 'move_type': 'out_invoice', 'partner_id': ref('base.res_partner_2').id, 'invoice_user_id': ref('base.user_demo').id, 'invoice_payment_term_id': ref('account.account_payment_term_immediate').id, 'invoice_date': (fields.Date.today() + timedelta(days=-15)).strftime('%Y-%m-%d'), 'invoice_line_ids': [ Command.create({'product_id': ref('product.consu_delivery_02').id, 'quantity': 5}), Command.create({'product_id': ref('product.consu_delivery_03').id, 'quantity': 5}), ], }, f'{cid}_demo_invoice_5': { 'move_type': 'in_invoice', 'partner_id': ref('base.res_partner_12').id, 'invoice_user_id': ref('base.user_demo').id, 'invoice_payment_term_id': ref('account.account_payment_term_end_following_month').id, 'invoice_date': time.strftime('%Y-%m-01'), 'invoice_line_ids': [ Command.create({'product_id': ref('product.product_delivery_01'), 'price_unit': 10.0, 'quantity': 1}), Command.create({'product_id': ref('product.product_order_01'), 'price_unit': 4.0, 'quantity': 5}), ], }, f'{cid}_demo_invoice_extract': { 'move_type': 'in_invoice', 'invoice_user_id': ref('base.user_demo').id, }, f'{cid}_demo_invoice_equipment_purchase': { 'move_type': 'in_invoice', 'ref': 'INV/2018/0057', 'partner_id': ref('base.res_partner_12').id, 'invoice_user_id': False, 'invoice_date': '2018-09-17', 'invoice_line_ids': [ Command.create({'name': 'Redeem Reference Number: PO02529', 'quantity': 1, 'price_unit': 541.10}), ], }, }) @api.model def _get_demo_data_statement(self): cid = self.env.company.id ref = self.env.ref return ('account.bank.statement', { f'{cid}_demo_bank_statement_1': { 'journal_id': self.env['account.journal'].search([ ('type', '=', 'bank'), ('company_id', '=', cid), ], limit=1).id, 'date': time.strftime('%Y')+'-01-01', 'balance_end_real': 9944.87, 'balance_start': 5103.0, 'line_ids': [ Command.create({ 'payment_ref': time.strftime('INV/%Y/00002 and INV/%Y/00003'), 'amount': 1275.0, 'date': time.strftime('%Y-01-01'), 'partner_id': ref('base.res_partner_12').id }), Command.create({ 'payment_ref': 'Bank Fees', 'amount': -32.58, 'date': time.strftime('%Y-01-01'), }), Command.create({ 'payment_ref': 'Prepayment', 'amount': 650, 'date': time.strftime('%Y-01-01'), 'partner_id': ref('base.res_partner_12').id }), Command.create({ 'payment_ref': time.strftime(f'First {formatLang(self.env, 2000, currency_obj=self.env.company.currency_id)} of invoice %Y/00001'), 'amount': 2000, 'date': time.strftime('%Y-01-01'), 'partner_id': ref('base.res_partner_12').id }), Command.create({ 'payment_ref': 'Last Year Interests', 'amount': 102.78, 'date': time.strftime('%Y-01-01'), }), Command.create({ 'payment_ref': time.strftime('INV/%Y/00002'), 'amount': 750, 'date': time.strftime('%Y-01-01'), 'partner_id': ref('base.res_partner_2').id }), Command.create({ 'payment_ref': f'R:9772938 10/07 AX 9415116318 T:5 BRT: {formatLang(self.env, 96.67, currency_obj=self.env.company.currency_id)} C/ croip', 'amount': 96.67, 'date': time.strftime('%Y-01-01'), }), ] }, }) @api.model def _get_demo_data_reconcile_model(self): cid = self.env.company.id return ('account.reconcile.model', { f'{cid}_reconcile_from_label': { 'name': 'Line with Bank Fees', 'rule_type': 'writeoff_suggestion', 'match_label': 'contains', 'match_label_param': 'BRT', 'decimal_separator': ',', 'line_ids': [ Command.create({ 'label': 'Due amount', 'account_id': self._get_demo_account( 'income', 'account.data_account_type_revenue', self.env.company, ).id, 'amount_type': 'regex', 'amount_string': r'BRT: ([\d,]+)', }), Command.create({ 'label': 'Bank Fees', 'account_id': self._get_demo_account( 'cost_of_goods_sold', 'account.data_account_type_direct_costs', self.env.company, ).id, 'amount_type': 'percentage', 'amount_string': '100', }), ] }, }) @api.model def _get_demo_data_attachment(self): cid = self.env.company.id ref = self.env.ref return ('ir.attachment', { f'{cid}_ir_attachment_bank_statement_1': { 'type': 'binary', 'name': 'bank_statement_yourcompany_demo.pdf', 'res_model': 'account.bank.statement', 'res_id': ref(f'account.{cid}_demo_bank_statement_1').id, 'raw': file_open( 'account/static/demo/bank_statement_yourcompany_1.pdf', 'rb' ).read() }, f'{cid}_ir_attachment_in_invoice_1': { 'type': 'binary', 'name': 'in_invoice_yourcompany_demo.pdf', 'res_model': 'account.move', 'res_id': ref(f'account.{cid}_demo_invoice_extract').id, 'raw': file_open( 'account/static/demo/in_invoice_yourcompany_demo_1.pdf', 'rb' ).read() }, f'{cid}_ir_attachment_in_invoice_2': { 'type': 'binary', 'name': 'in_invoice_yourcompany_demo.pdf', 'res_model': 'account.move', 'res_id': ref(f'account.{cid}_demo_invoice_equipment_purchase').id, 'raw': file_open( 'account/static/demo/in_invoice_yourcompany_demo_2.pdf', 'rb' ).read() }, }) @api.model def _get_demo_data_mail_message(self): cid = self.env.company.id ref = self.env.ref return ('mail.message', { f'{cid}_mail_message_bank_statement_1': { 'model': 'account.bank.statement', 'res_id': ref(f'account.{cid}_demo_bank_statement_1').id, 'body': 'Bank statement attachment', 'message_type': 'comment', 'author_id': ref('base.partner_demo').id, 'attachment_ids': [Command.set([ ref(f'account.{cid}_ir_attachment_bank_statement_1').id ])] }, f'{cid}_mail_message_in_invoice_1': { 'model': 'account.move', 'res_id': ref(f'account.{cid}_demo_invoice_extract').id, 'body': 'Vendor Bill attachment', 'message_type': 'comment', 'author_id': ref('base.partner_demo').id, 'attachment_ids': [Command.set([ ref(f'account.{cid}_ir_attachment_in_invoice_1').id ])] }, f'{cid}_mail_message_in_invoice_2': { 'model': 'account.move', 'res_id': ref(f'account.{cid}_demo_invoice_equipment_purchase').id, 'body': 'Vendor Bill attachment', 'message_type': 'comment', 'author_id': ref('base.partner_demo').id, 'attachment_ids': [Command.set([ ref(f'account.{cid}_ir_attachment_in_invoice_2').id ])] }, }) @api.model def _get_demo_data_mail_activity(self): cid = self.env.company.id ref = self.env.ref return ('mail.activity', { f'{cid}_invoice_activity_1': { 'res_id': ref(f'account.{cid}_demo_invoice_3').id, 'res_model_id': ref('account.model_account_move').id, 'activity_type_id': ref('mail.mail_activity_data_todo').id, 'date_deadline': (fields.Datetime.today() + relativedelta(days=5)).strftime('%Y-%m-%d %H:%M'), 'summary': 'Follow-up on payment', 'create_uid': ref('base.user_admin').id, 'user_id': ref('base.user_admin').id, }, f'{cid}_invoice_activity_2': { 'res_id': ref(f'account.{cid}_demo_invoice_2').id, 'res_model_id': ref('account.model_account_move').id, 'activity_type_id': ref('mail.mail_activity_data_call').id, 'date_deadline': fields.Datetime.today().strftime('%Y-%m-%d %H:%M'), 'create_uid': ref('base.user_admin').id, 'user_id': ref('base.user_admin').id, }, f'{cid}_invoice_activity_3': { 'res_id': ref(f'account.{cid}_demo_invoice_1').id, 'res_model_id': ref('account.model_account_move').id, 'activity_type_id': ref('mail.mail_activity_data_todo').id, 'date_deadline': (fields.Datetime.today() + relativedelta(days=5)).strftime('%Y-%m-%d %H:%M'), 'summary': 'Include upsell', 'create_uid': ref('base.user_admin').id, 'user_id': ref('base.user_admin').id, }, f'{cid}_invoice_activity_4': { 'res_id': ref(f'account.{cid}_demo_invoice_extract').id, 'res_model_id': ref('account.model_account_move').id, 'activity_type_id': ref('mail.mail_activity_data_todo').id, 'date_deadline': (fields.Datetime.today() + relativedelta(days=5)).strftime('%Y-%m-%d %H:%M'), 'summary': 'Update address', 'create_uid': ref('base.user_admin').id, 'user_id': ref('base.user_admin').id, }, }) @api.model def _post_create_demo_data(self, created): cid = self.env.company.id if created._name == 'account.move': created = created.with_context(check_move_validity=False) # We need to recompute some onchanges. Invoice lines VS journal items are already # synchronized in the create, but the onchange were not applied on the invoice lines. for move in created: move._onchange_partner_id() created.line_ids._onchange_product_id() created.line_ids._onchange_account_id() created.line_ids._onchange_price_subtotal() created._recompute_dynamic_lines( recompute_all_taxes=True, recompute_tax_base_amount=True, ) # the invoice_extract acts like a placeholder for the OCR to be ran and doesn't contain # any lines yet for move in created - self.env.ref(f'account.{cid}_demo_invoice_extract'): try: move.action_post() except (UserError, ValidationError): _logger.exception('Error while posting demo data') elif created._name == 'account.bank.statement': created.button_post() @api.model def _get_demo_account(self, xml_id, user_type_id, company): """Find the most appropriate account possible for demo data creation. :param xml_id (str): the xml_id of the account template in the generic coa :param user_type_id (str): the full xml_id of the account type wanted :param company (Model): the company for which we search the account :return (Model): the most appropriate record found """ return ( self.env['account.account'].browse(self.env['ir.model.data'].sudo().search([ ('name', '=', '%d_%s' % (company.id, xml_id)), ('model', '=', 'account.account'), ('module', '=like', 'l10n%') ], limit=1).res_id) or self.env['account.account'].search([ ('user_type_id', '=', self.env.ref(user_type_id).id), ('company_id', '=', company.id) ], limit=1) or self.env['account.account'].search([('company_id', '=', company.id)], limit=1) )