Tower: upload om_account_daily_reports 1.0.1 (via marketplace)

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2026-05-01 14:21:01 +00:00
parent 60c245b407
commit 6540dbff99

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import time
from odoo import api, models, _
from odoo.exceptions import UserError
class ReportBankBook(models.AbstractModel):
_name = 'report.om_account_daily_reports.report_bankbook'
_description = 'Bank Book'
def _get_account_move_entry(self, accounts, init_balance, sortby, display_account):
"""
:param:
accounts: the record set of accounts
init_balance: boolean value of initial_balance
sortby: sorting by date or partner and journal
display_account: type of account (receivable, payable and both)
Returns a dictionary of accounts with following key and value:
{
'code': account code,
'name': account name,
'debit': sum of total debit amount,
'credit': sum of total credit amount,
'balance': total balance,
'amount_currency': sum of amount_currency,
'move_lines': list of move lines
}
"""
cr = self.env.cr
MoveLine = self.env['account.move.line']
move_lines = {x: [] for x in accounts.ids}
# Prepare initial SQL query and get the initial move lines
if init_balance:
init_tables, init_where_clause, init_where_params = MoveLine.with_context(
date_from=self.env.context.get('date_from'),
date_to=False,
initial_bal=True
)._query_get()
init_wheres = [""]
if init_where_clause.strip():
init_wheres.append(init_where_clause.strip())
init_filters = " AND ".join(init_wheres)
filters = init_filters.replace('account_move_line__move_id', 'm').replace('account_move_line', 'l')
sql = ("""
SELECT 0 AS lid,
l.account_id AS account_id,
'' AS ldate, '' AS lcode, 0.0 AS amount_currency,
'' AS lref, 'Initial Balance' AS lname,
COALESCE(SUM(l.credit), 0.0) AS credit,
COALESCE(SUM(l.debit), 0.0) AS debit,
COALESCE(SUM(l.debit), 0) - COALESCE(SUM(l.credit), 0) AS balance,
'' AS lpartner_id, '' AS move_name, '' AS currency_code,
NULL AS currency_id, '' AS partner_name,
'' AS mmove_id, '' AS invoice_id, '' AS invoice_type, '' AS invoice_number
FROM account_move_line l
LEFT JOIN account_move m ON (l.move_id = m.id)
LEFT JOIN res_currency c ON (l.currency_id = c.id)
LEFT JOIN res_partner p ON (l.partner_id = p.id)
JOIN account_journal j ON (l.journal_id = j.id)
JOIN account_account acc ON (l.account_id = acc.id)
WHERE l.account_id IN %s """ + filters + 'GROUP BY l.account_id'
)
params = (tuple(accounts.ids),) + tuple(init_where_params)
cr.execute(sql, params)
for row in cr.dictfetchall():
move_lines[row.pop('account_id')].append(row)
sql_sort = 'l.date, l.move_id'
if sortby == 'sort_journal_partner':
sql_sort = 'j.code, p.name, l.move_id'
# Prepare SQL query based on selected parameters from wizard
tables, where_clause, where_params = MoveLine._query_get()
wheres = [""]
if where_clause.strip():
wheres.append(where_clause.strip())
filters = " AND ".join(wheres).replace('account_move_line__move_id', 'm').replace('account_move_line', 'l')
if not accounts:
journals = self.env['account.journal'].search([('type', '=', 'bank')])
accounts = self.env['account.account']
for journal in journals:
for acc_out in journal.outbound_payment_method_line_ids:
if acc_out.payment_account_id:
accounts += acc_out.payment_account_id
for acc_in in journal.inbound_payment_method_line_ids:
if acc_in.payment_account_id:
accounts += acc_in.payment_account_id
sql = ('''
SELECT l.id AS lid, l.account_id AS account_id, l.date AS ldate, j.code AS lcode,
l.currency_id, l.amount_currency, l.ref AS lref, l.name AS lname,
COALESCE(l.debit, 0) AS debit, COALESCE(l.credit, 0) AS credit,
COALESCE(SUM(l.debit), 0) - COALESCE(SUM(l.credit), 0) AS balance,
m.name AS move_name, c.symbol AS currency_code, p.name AS partner_name
FROM account_move_line l
JOIN account_move m ON (l.move_id = m.id)
LEFT JOIN res_currency c ON (l.currency_id = c.id)
LEFT JOIN res_partner p ON (l.partner_id = p.id)
JOIN account_journal j ON (l.journal_id = j.id)
JOIN account_account acc ON (l.account_id = acc.id)
WHERE l.account_id IN %s ''' + filters + '''
GROUP BY l.id, l.account_id, l.date, j.code, l.currency_id, l.amount_currency,
l.ref, l.name, m.name, c.symbol, p.name
ORDER BY ''' + sql_sort
)
params = (tuple(accounts.ids),) + tuple(where_params)
cr.execute(sql, params)
for row in cr.dictfetchall():
balance = 0
for line in move_lines.get(row['account_id']):
balance += line['debit'] - line['credit']
row['balance'] += balance
move_lines[row.pop('account_id')].append(row)
# Calculate the debit, credit and balance for accounts
account_res = []
for account in accounts:
currency = account.currency_id or self.env.company.currency_id
res = {fn: 0.0 for fn in ['credit', 'debit', 'balance']}
res.update({'code': account.code, 'name': account.name, 'move_lines': move_lines[account.id]})
for line in res.get('move_lines'):
res['debit'] += line['debit']
res['credit'] += line['credit']
res['balance'] = line['balance']
if display_account == 'all':
account_res.append(res)
elif display_account == 'movement' and res.get('move_lines'):
account_res.append(res)
elif display_account == 'not_zero' and not currency.is_zero(res['balance']):
account_res.append(res)
return account_res
@api.model
def _get_report_values(self, docids, data=None):
if not data.get('form') or not self.env.context.get('active_model'):
raise UserError(_("Form content is missing, this report cannot be printed."))
model = self.env.context.get('active_model')
docs = self.env[model].browse(self.env.context.get('active_ids', []))
init_balance = data['form'].get('initial_balance', True)
display_account = data['form'].get('display_account')
sortby = data['form'].get('sortby', 'sort_date')
codes = []
if data['form'].get('journal_ids', False):
codes = [journal.code for journal in self.env['account.journal'].browse(data['form']['journal_ids'])]
accounts = self.env['account.account'].browse(data['form']['account_ids'])
if not accounts:
journals = self.env['account.journal'].search([('type', '=', 'bank')])
accounts = self.env['account.account']
for journal in journals:
for acc_out in journal.outbound_payment_method_line_ids:
if acc_out.payment_account_id:
accounts += acc_out.payment_account_id
for acc_in in journal.inbound_payment_method_line_ids:
if acc_in.payment_account_id:
accounts += acc_in.payment_account_id
record = self.with_context(data['form'].get('comparison_context', {}))._get_account_move_entry(
accounts, init_balance, sortby, display_account
)
return {
'doc_ids': docids,
'doc_model': model,
'data': data['form'],
'docs': docs,
'time': time,
'Accounts': record,
'print_journal': codes,
}