[FIX]account_budget_forecast:odoo cant copy multiple times on the same record One2many fields that all point to analic_id, so pass them to copy=False

rename field account_number to account_code
field is now unique

.gitignore

@@ -0,0 +1,2 @@
+*.*~
+*.pyc

account_budget_forecast/__manifest__.py

@@ -3,7 +3,7 @@
 
 {
     "name": "account_budget_forecast",
-    "version": "13.0.1.3.0",
+    "version": "14.0.1.4.0",
     "author": "Elabore",
     "maintainer": "False",
     "website": "False",
@@ -65,6 +65,7 @@ This module is maintained by ELABORE.
         "product",
         "project",
         "sale",
+        "sale_crm",
         "stock",
     ],
     "external_dependencies": {
@@ -76,7 +77,6 @@ This module is maintained by ELABORE.
         "wizard/budget_forecast_model_choice.xml",
         "views/account_analytic_account.xml",
         "views/account_analytic_account_categories.xml",
-        "views/account_invoice.xml",
         "views/sale_order.xml",
         "views/budget_forecast.xml",
         "views/budget_coefficient.xml",

account_budget_forecast/models/__init__.py

@@ -2,7 +2,6 @@
 
 from . import account_analytic_account
 from . import account_analytic_line
-from . import account_move
 from . import budget_forecast
 from . import budget_forecast_model
 from . import sale_order

account_budget_forecast/models/account_analytic_account.py

@@ -12,43 +12,43 @@ class AccountAnalyticAccount(models.Model):
         "budget.forecast",
         "analytic_id",
         domain=[("budget_category", "=", "manpower")],
-        copy=True,
+        copy=False,
     )
     budget_forecast_material_ids = fields.One2many(
         "budget.forecast",
         "analytic_id",
         domain=[("budget_category", "=", "material")],
-        copy=True,
+        copy=False,
     )
     budget_forecast_equipment_ids = fields.One2many(
         "budget.forecast",
         "analytic_id",
         domain=[("budget_category", "=", "equipment")],
-        copy=True,
+        copy=False,
     )
     budget_forecast_subcontractors_ids = fields.One2many(
         "budget.forecast",
         "analytic_id",
         domain=[("budget_category", "=", "subcontractors")],
-        copy=True,
+        copy=False,
     )
     budget_forecast_delivery_ids = fields.One2many(
         "budget.forecast",
         "analytic_id",
         domain=[("budget_category", "=", "delivery")],
-        copy=True,
+        copy=False,
     )
     budget_forecast_miscellaneous_ids = fields.One2many(
         "budget.forecast",
         "analytic_id",
         domain=[("budget_category", "=", "miscellaneous")],
-        copy=True,
+        copy=False,
     )
     budget_forecast_unplanned_ids = fields.One2many(
         "budget.forecast",
         "analytic_id",
         domain=[("budget_category", "=", "unplanned")],
-        copy=True,
+        copy=False,
     )
     project_section_budget_ids = fields.One2many(
         "budget.forecast",
@@ -146,15 +146,15 @@ class AccountAnalyticAccount(models.Model):
             domain = [
                 ("analytic_account_id", "=", record.id),
                 ("parent_state", "in", ["draft", "posted"]),
-                ("move_id.type", "in", ["out_invoice", "out_refund"]),
+                ("move_id.move_type", "in", ["out_invoice", "out_refund"]),
             ]
             invoice_lines = self.env["account.move.line"].search(domain)
             for invoice_line in invoice_lines:
-                if invoice_line.move_id.type == "out_invoice":
+                if invoice_line.move_id.move_type == "out_invoice":
                     record.total_incomes = (
                         record.total_incomes + invoice_line.price_subtotal
                     )
-                elif invoice_line.move_id.type == "out_refund":
+                elif invoice_line.move_id.move_type == "out_refund":
                     record.total_incomes = (
                         record.total_incomes - invoice_line.price_subtotal
                     )

account_budget_forecast/models/account_analytic_line.py

@@ -6,4 +6,16 @@ from odoo import models, fields, api
 class AccountAnalyticLine(models.Model):
     _inherit = "account.analytic.line"
 
-    budget_forecast_id = fields.Many2one("budget.forecast")
+    timesheet_entry = fields.Boolean(
+        help="Technical field to identify analytic lines created from timesheet vies",
+        store=True,
+        default=False,
+    )
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        lines = super(AccountAnalyticLine, self).create(vals_list)
+        for line, values in zip(lines, vals_list):
+            if line.project_id:  # applied only for timesheet
+                line.timesheet_entry = True
+        return lines

account_budget_forecast/models/account_move.py

@@ -1,14 +0,0 @@
-# -*- coding: utf-8 -*-
-
-from odoo import models, fields, api
-
-
-class AccountMoveLine(models.Model):
-    _inherit = "account.move.line"
-
-    budget_forecast_id = fields.Many2one("budget.forecast")
-
-    @api.depends("budget_forecast_id")
-    def _transfer_budget_forecast_line(self):
-        for record in self:
-            record.analytic_line_ids.budget_forecast_id = record.budget_forecast_id.id

account_budget_forecast/models/budget_forecast.py

@@ -1,6 +1,8 @@
 # -*- coding: utf-8 -*-
 import logging
 from odoo import models, fields, api, _
+from odoo.exceptions import UserError
+
 
 _logger = logging.getLogger(__name__)
 
@@ -19,6 +21,13 @@ class BudgetForecast(models.Model):
         index=True,
         copy=True,
     )
+    analytic_tag = fields.Many2one(
+        "account.analytic.tag",
+        "Analytic tag",
+        index=True,
+        copy=False,
+        ondelete="cascade",
+    )
 
     budget_category = fields.Selection(
         [
@@ -61,16 +70,6 @@ class BudgetForecast(models.Model):
         copy=False,
     )
 
-    analytic_line_ids = fields.One2many(
-        "account.analytic.line", "budget_forecast_id", copy=False
-    )
-    actual_qty = fields.Float(
-        "Actual Quantity",
-        compute="_calc_actual",
-        store=True,
-        compute_sudo=True,
-        copy=False,
-    )
     actual_amount = fields.Float(
         "Expenses",
         compute="_calc_actual",
@@ -114,6 +113,9 @@ class BudgetForecast(models.Model):
                 "line_subsection",
             ]:
                 record._create_category_sections()
+        record.analytic_tag = self.env["account.analytic.tag"].create(
+            {"name": record._calculate_name()}
+        )
         return records
 
     def _create_category_sections(self):
@@ -173,24 +175,32 @@ class BudgetForecast(models.Model):
                 return val
         return ""
 
+    def _calculate_name(self):
+        for record in self:
+            name = (
+                record.description
+                + " - "
+                + record.product_id.name
+                + " - "
+                + record._get_budget_category_label()
+                + " - "
+                + record.analytic_id.name
+            )
+            return name
+
     @api.onchange("description", "product_id")
     def _compute_name(self):
         for record in self:
             if record.product_id:
-                name = (
+                values = {"name": record._calculate_name()}
-                    record.description
-                    + " - "
-                    + record.product_id.name
-                    + " - "
-                    + record._get_budget_category_label()
-                    + " - "
-                    + record.analytic_id.name
-                )
-                values = {
-                    "name": name,
-                }
                 record.write(values, False)
 
+    @api.onchange("name")
+    def _compute_analytic_tag_name(self):
+        for record in self:
+            if record.analytic_tag:
+                record.analytic_tag.name = record.name
+
     def _sync_sections_data(self):
         for record in self:
             if record.display_type in ["line_section", "line_subsection"]:
@@ -330,69 +340,102 @@ class BudgetForecast(models.Model):
     @api.depends("analytic_id.line_ids.amount")
     def _calc_actual(self):
         for record in self:
-            if record.display_type in ["line_section", "line_subsection"]:
+            record.actual_amount = 0.00
+            record.incomes = 0.00
+
+            if record.display_type in [
+                "line_section",
+                "line_subsection",
+                "line_article",
+            ]:
                 if record.child_ids:
-                    # Actual expenses are calculated with the child lines
+                    # Addition of the childs values
-                    record.actual_qty = sum(record.mapped("child_ids.actual_qty"))
                     record.actual_amount = sum(record.mapped("child_ids.actual_amount"))
-                    # Incomes are calculated with the analytic lines
+                    record.incomes = sum(record.mapped("child_ids.incomes"))
-                    line_ids = record.analytic_line_ids.filtered(
-                        lambda x: x.move_id.move_id.type
-                        in ["out_invoice", "out_refund"]
-                    )
-                    record.incomes = sum(line_ids.mapped("amount"))
 
-                    # Add Invoice lines ids
+                # Retrieve all the analytics lines linked to the current budget line
-                    domain = [
+                analytic_lines = (
-                        ("analytic_account_id", "=", record.analytic_id.id),
+                    self.env["account.analytic.line"]
-                        ("parent_state", "in", ["draft", "posted"]),
+                    .search([])
-                        ("budget_forecast_id", "=", record.id),
+                    .filtered(lambda x: record.analytic_tag in x.tag_ids)
-                        ("move_id.type", "in", ["out_invoice", "out_refund"]),
-                    ]
-                    invoice_lines = self.env["account.move.line"].search(domain)
-                    for invoice_line in invoice_lines:
-                        if invoice_line.move_id.type == "out_invoice":
-                            record.incomes = (
-                                record.incomes + invoice_line.price_subtotal
-                            )
-                        elif invoice_line.move_id.type == "out_refund":
-                            record.incomes = (
-                                record.incomes - invoice_line.price_subtotal
-                            )
-                    record.balance = record.incomes - record.actual_amount
-
-            elif record.display_type == "line_note":
-                record.actual_qty = 0
-                record.actual_amount = 0.00
-            else:
-                line_ids = record.analytic_line_ids.filtered(
-                    lambda x: x.move_id.move_id.type
-                    not in ["out_invoice", "out_refund"]
                 )
-                record.actual_qty = abs(sum(line_ids.mapped("unit_amount")))
+                for line in analytic_lines:
-                record.actual_amount = -sum(line_ids.mapped("amount"))
+                    if line.move_id:
+                        if line.move_id.move_id.move_type in [
+                            "out_invoice",
+                            "out_refund",
+                            "out_receipt",
+                        ]:
+                            record.incomes = record.incomes + line.amount
+                        elif line.move_id.move_id.move_type in [
+                            "in_invoice",
+                            "in_refund",
+                            "in_receipt",
+                        ]:
+                            record.actual_amount = record.actual_amount - line.amount
+                    elif line.timesheet_entry:
+                        record.actual_amount = record.actual_amount - line.amount
 
-                # Add Invoice lines ids
+                # Retrieve all the DRAFT invoices linked to the current budget line
                 domain = [
                     ("analytic_account_id", "=", record.analytic_id.id),
-                    ("parent_state", "in", ["draft", "posted"]),
+                    ("parent_state", "in", ["draft"]),
-                    ("budget_forecast_id", "=", record.id),
-                    ("move_id.type", "in", ["in_invoice", "in_refund"]),
                 ]
-                invoice_lines = self.env["account.move.line"].search(domain)
+                invoice_lines = (
+                    self.env["account.move.line"]
+                    .search(domain)
+                    .filtered(lambda x: record.analytic_tag in x.analytic_tag_ids)
+                )
                 for invoice_line in invoice_lines:
-                    if invoice_line.move_id.type == "in_invoice":
+                    if invoice_line.move_id.move_type == "out_invoice":
-                        record.actual_qty = record.actual_qty + invoice_line.quantity
+                        record.incomes = record.incomes + invoice_line.price_subtotal
+                    elif invoice_line.move_id.move_type == "out_refund":
+                        record.incomes = record.incomes - invoice_line.price_subtotal
+                    elif invoice_line.move_id.move_type == "in_invoice":
                         record.actual_amount = (
                             record.actual_amount + invoice_line.price_subtotal
                         )
-                    elif invoice_line.move_id.type == "in_refund":
+                    elif invoice_line.move_id.move_type == "in_refund":
-                        record.actual_qty = record.actual_qty - invoice_line.quantity
                         record.actual_amount = (
                             record.actual_amount - invoice_line.price_subtotal
                         )
 
-                record.incomes = None
+            record.balance = record.incomes - record.actual_amount
-                record.balance = None
-
             record.diff_expenses = record.plan_amount_with_coeff - record.actual_amount
+
+    def action_view_analytic_lines(self):
+        self.ensure_one()
+        analytic_lines = (
+            self.env["account.analytic.line"]
+            .search([])
+            .filtered(lambda x: self.analytic_tag in x.tag_ids)
+        )
+        if len(analytic_lines) > 0:
+            action = self.env["ir.actions.actions"]._for_xml_id(
+                "analytic.account_analytic_line_action_entries"
+            )
+            action["domain"] = [("tag_ids", "ilike", self.analytic_tag.id)]
+            return action
+        else:
+            raise UserError(_("There is no analytic lines linked to this budget line"))
+
+    def action_view_draft_invoice_lines(self):
+        self.ensure_one()
+        invoice_lines = (
+            self.env["account.move.line"]
+            .search([("parent_state", "in", ["draft"])])
+            .filtered(lambda x: self.analytic_tag in x.analytic_tag_ids)
+        )
+        if len(invoice_lines) > 0:
+            action = self.env["ir.actions.actions"]._for_xml_id(
+                "account.action_account_moves_all_tree"
+            )
+            action["domain"] = [
+                ("analytic_tag_ids", "ilike", self.analytic_tag.id),
+                ("parent_state", "in", ["draft"]),
+            ]
+            return action
+        else:
+            raise UserError(
+                _("There is no draft invoice lines linked to this budget line")
+            )

account_budget_forecast/models/sale_order.py

@@ -2,6 +2,8 @@
 
 from odoo import models, fields, _, api
 from odoo.exceptions import Warning
+import logging
+_logger = logging.getLogger(__name__)
 
 
 class SaleOrder(models.Model):
@@ -49,9 +51,12 @@ class SaleOrder(models.Model):
                 name = self.analytic_account_id.name.replace(self.name, record.name)
             else:
                 name = "%s: %s" % (self.analytic_account_id.name, record.name)
-            record.analytic_account_id = self.analytic_account_id.copy(
+            try:
-                default=dict(name=name)
+                copied_account = self.analytic_account_id.copy(default={"name": name})
-            )
+                if copied_account:
+                    record.analytic_account_id = copied_account
+            except Exception as e:
+                _logger.error("Failed to copy analytic account for sale order %s: %s", self.name, e)
         return record
 
 

account_budget_forecast/views/account_analytic_account_categories.xml

@@ -24,7 +24,6 @@
 							<field name="note" optional="hide" />
 							<field name="plan_price" />
 							<field name="plan_qty" />
-							<field name="actual_qty" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
 							<field name="plan_amount_without_coeff" string="Plan Amount before Coeff" />
 							<field name="plan_amount_with_coeff" string="Plan Amount after Coeff" />
 							<field name="actual_amount" string="Actual Amount" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
@@ -51,7 +50,6 @@
 							<field name="note" optional="hide" />
 							<field name="plan_price" />
 							<field name="plan_qty" />
-							<field name="actual_qty" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
 							<field name="plan_amount_without_coeff" string="Plan Amount before Coeff" />
 							<field name="plan_amount_with_coeff" string="Plan Amount after Coeff" />
 							<field name="actual_amount" string="Actual Amount" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
@@ -78,7 +76,6 @@
 							<field name="note" optional="hide" />
 							<field name="plan_price" />
 							<field name="plan_qty" />
-							<field name="actual_qty" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
 							<field name="plan_amount_without_coeff" string="Plan Amount before Coeff" />
 							<field name="plan_amount_with_coeff" string="Plan Amount after Coeff" />
 							<field name="actual_amount" string="Actual Amount" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
@@ -105,7 +102,6 @@
 							<field name="note" optional="hide" />
 							<field name="plan_price" />
 							<field name="plan_qty" />
-							<field name="actual_qty" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
 							<field name="plan_amount_without_coeff" string="Plan Amount before Coeff" />
 							<field name="plan_amount_with_coeff" string="Plan Amount after Coeff" />
 							<field name="actual_amount" string="Actual Amount" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
@@ -132,7 +128,6 @@
 							<field name="note" optional="hide" />
 							<field name="plan_price" />
 							<field name="plan_qty" />
-							<field name="actual_qty" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
 							<field name="plan_amount_without_coeff" string="Plan Amount before Coeff" />
 							<field name="plan_amount_with_coeff" string="Plan Amount after Coeff" />
 							<field name="actual_amount" string="Actual Amount" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
@@ -159,7 +154,6 @@
 							<field name="note" optional="hide" />
 							<field name="plan_price" />
 							<field name="plan_qty" />
-							<field name="actual_qty" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
 							<field name="plan_amount_without_coeff" string="Plan Amount before Coeff" />
 							<field name="plan_amount_with_coeff" string="Plan Amount after Coeff" />
 							<field name="actual_amount" string="Actual Amount" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
@@ -186,7 +180,6 @@
 							<field name="note" optional="hide" />
 							<field name="plan_price" />
 							<field name="plan_qty" />
-							<field name="actual_qty" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />
 							<field name="plan_amount_without_coeff" string="Plan Amount before Coeff" />
 							<field name="plan_amount_with_coeff" string="Plan Amount after Coeff" />
 							<field name="actual_amount" string="Actual Amount" attrs="{'column_invisible' : [('parent.display_actual_amounts', '=', False)]}" />

account_budget_forecast/views/account_invoice.xml

@@ -1,13 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-    <record id="invoice_budget_form" model="ir.ui.view">
-        <field name="name">account.invoice.budget.form</field>
-        <field name="model">account.move</field>
-        <field name="inherit_id" ref="account.view_move_form" />
-        <field name="arch" type="xml">
-            <xpath expr="//field[@name='invoice_line_ids']/tree/field[@name='analytic_tag_ids']" position="after">
-                <field name="budget_forecast_id" domain="[('analytic_id', '=', analytic_account_id), ('product_id', '=', product_id)]" />
-            </xpath>
-        </field>
-    </record>
-</odoo>

account_budget_forecast/views/budget_forecast.xml

@@ -8,11 +8,12 @@
 			<form>
 				<sheet>
 					<group>
-						<group>
+						<group string="Identification">
 							<field name="product_id" />
 							<field name="description" />
+							<field name="analytic_tag" />
 						</group>
-						<group>
+						<group string="Properties">
 							<field name="analytic_id" />
 							<field name="is_summary" />
 							<field name="budget_category" />
@@ -22,30 +23,32 @@
 						</group>
 					</group>
 					<group>
-						<group string="Unit prices">
+						<group string="Planned">
-							<field name="plan_price" />
+							<field name="plan_price" string="Unit price" />
-						</group>
+							<field name="plan_qty" string="Quantities" />
-						<group string="Quantities">
-							<field name="plan_qty" />
-							<field name="actual_qty" />
-						</group>
-						<group string="Totals">
 							<field name="plan_amount_without_coeff" />
 							<field name="plan_amount_with_coeff" />
+						</group>
+						<group string="Expenses">
 							<field name="actual_amount" />
+							<field name="diff_expenses" />
+						</group>
+						<group string="Incomes">
+							<field name="incomes" />
+							<field name="balance" />
 						</group>
 					</group>
-					<group string="Analytic Lines">
+					<group string="Expenses and Incomes lists">
-						<field name="analytic_line_ids" nolabel="1">
+						<group string="Analytic Lines">
-							<tree>
+							<button class="oe_highlight" type="object" name="action_view_analytic_lines">
-								<field name="date" />
+								List analytics lines
-								<field name="employee_id" />
+							</button>
-								<field name="product_id" />
+						</group>
-								<field name="name" />
+						<group string="Draft invoice lines">
-								<field name="unit_amount" string="Quantity" />
+							<button class="oe_highlight" type="object" name="action_view_draft_invoice_lines">
-								<field name="amount" />
+								List draft invoce lines
-							</tree>
+							</button>
-						</field>
+						</group>
 					</group>
 					<group string="Childs" attrs="{'invisible' : [('child_ids','=', False)]}">
 						<field name="child_ids" nolabel="1">
@@ -55,7 +58,6 @@
 								<field name="budget_category" />
 								<field name="plan_price" sum="total" />
 								<field name="plan_qty" sum="total" />
-								<field name="actual_qty" sum="total" />
 								<field name="plan_amount_without_coeff" sum="total" />
 								<field name="plan_amount_with_coeff" sum="total" />
 								<field name="actual_amount" sum="total" />
@@ -82,7 +84,6 @@
 				<field name="budget_category" />
 				<field name="plan_price" sum="total" />
 				<field name="plan_qty" sum="total" />
-				<field name="actual_qty" sum="total" />
 				<field name="plan_amount_without_coeff" sum="total" />
 				<field name="plan_amount_with_coeff" sum="total" />
 				<field name="actual_amount" sum="total" />

account_budget_forecast/views/budget_forecast_model.xml

@@ -15,10 +15,10 @@
         <field name="model">budget.forecast.model.line</field>
         <field name="arch" type="xml">
             <tree editable="top">
-                <field name="budget_model" />
+                <field name="budget_model" required="True" />
-                <field name="display_type" />
+                <field name="display_type" required="True" />
-                <field name="product_id" />
+                <field name="product_id" required="True" />
-                <field name="name" />
+                <field name="name" required="True" />
                 <field name="parent_id" />
             </tree>
         </field>

account_budget_forecast/views/hr_employee.xml

@@ -8,7 +8,7 @@
 		<field name="inherit_id" ref="hr_timesheet.hr_timesheet_line_tree" />
 		<field name="arch" type="xml">
 			<xpath expr="//field[@name='task_id']" position="after">
-				<field name="budget_forecast_id" domain="[('display_type', '=', 'line_article')]" />
+				<field name="tag_ids" widget="many2many_tags" /> <!--domain="[('display_type', '=', 'line_article')]" />-->
 			</xpath>
 		</field>
 	</record>

account_budget_forecast/views/project_views.xml

@@ -6,7 +6,7 @@
         <field name="inherit_id" ref="hr_timesheet.view_task_form2_inherited" />
         <field name="arch" type="xml">
             <xpath expr="//field[@name='timesheet_ids']/tree/field[@name='name']" position="after">
-                <field name="budget_forecast_id" domain="[('display_type', '=', 'line_article')]" />
+                <field name="tag_ids" /> <!--domain="[('display_type', '=', 'line_article')]" />-->
             </xpath>
         </field>
     </record>

account_mooncard_receipt_lost_transfer/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import models

account_mooncard_receipt_lost_transfer/__manifest__.py

@@ -0,0 +1,63 @@
+# -*- coding: utf-8 -*-
+{
+    "name": "Account Mooncard Receipt Lost Transfer",
+    "category": "Account",
+    "version": "14.0.1.0",
+    "summary": "Transfer the Receipt Lost value in invoices and account move lines",
+    "author": "Elabore",
+    "website": "https://elabore.coop/",
+    "installable": True,
+    "application": False,
+    "auto_install": False,
+    "description": """
+======================================
+Account Mooncard Receipt Lost Transfer
+======================================
+This module allows the transfer of the Receipt Lost field value from model newgen.payment.card.transaction in invoices and account.move.line
+
+Installation
+============
+Before the installation, please ensure that the addons of the repository `Odoo Mooncard Connector <https://github.com/akretion/odoo-mooncard-connector>` are available in your Odoo
+Just install account_mooncard_receipt_lost_transfer, all dependencies will be installed by default.
+
+Known issues / Roadmap
+======================
+
+Bug Tracker
+===========
+Bugs are tracked on `GitHub Issues
+<https://github.com/elabore-coop/.../issues>`_. In case of trouble, please
+check there if your issue has already been reported. If you spotted it first,
+help us smashing it by providing a detailed and welcomed feedback.
+
+Credits
+=======
+
+Images
+------
+* Elabore: `Icon <https://elabore.coop/web/image/res.company/1/logo?unique=f3db262>`_.
+
+Contributors
+------------
+* Stéphan Sainléger <https://github.com/stephansainleger>
+
+Funders
+-------
+The development of this module has been financially supported by:
+* Elabore (https://elabore.coop)
+
+Maintainer
+----------
+This module is maintained by ELABORE.
+
+""",
+    "depends": [
+        "base",
+        "account",
+        "base_newgen_payment_card",
+    ],
+    "data": [
+        "views/account_move_views.xml",
+    ],
+    "qweb": [],
+}

account_mooncard_receipt_lost_transfer/models/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+
+from . import account_move
+from . import newgen_payment_card_transaction

account_mooncard_receipt_lost_transfer/models/account_move.py

@@ -0,0 +1,15 @@
+from odoo import fields, models, _
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    receipt_lost = fields.Boolean(string=_("Receipt lost"), store=True)
+    mooncard_record = fields.Boolean(store=True)
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    receipt_lost = fields.Boolean(string=_("Receipt lost"), store=True)
+    mooncard_record = fields.Boolean(store=True)

account_mooncard_receipt_lost_transfer/models/newgen_payment_card_transaction.py

@@ -0,0 +1,29 @@
+from odoo import models
+
+
+class NewgenPaymentCardTransaction(models.Model):
+    _inherit = "newgen.payment.card.transaction"
+
+    def process_line(self):
+        res = super(NewgenPaymentCardTransaction, self).process_line()
+        if res:
+            for line in self:
+                if line.invoice_id:
+                    line.invoice_id.receipt_lost = line.receipt_lost
+                    line.invoice_id.mooncard_record = True
+                    move_lines = line.invoice_id.line_ids
+                    for move_line in move_lines:
+                        move_line.receipt_lost = line.receipt_lost
+                        move_line.mooncard_record = True
+
+        return res
+
+    def generate_bank_journal_move(self):
+        bank_move = super(
+            NewgenPaymentCardTransaction, self
+        ).generate_bank_journal_move()
+        if bank_move:
+            for line in bank_move.line_ids:
+                line.receipt_lost = self.receipt_lost
+                line.mooncard_record = True
+        return bank_move

account_mooncard_receipt_lost_transfer/views/account_move_views.xml

@@ -0,0 +1,26 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_move_form_recipt_lost" model="ir.ui.view">
+        <field name="name">view.move.form.receipt.lost</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_move_form" />
+        <field name="arch" type="xml">
+            <div name="journal_div" position="after">
+                <field name="mooncard_record" invisible="1" />
+                <field name="receipt_lost" attrs="{'invisible': [('mooncard_record','=',False)]}" />
+            </div>
+        </field>
+    </record>
+
+    <record id="view_move_line_form_recipt_lost" model="ir.ui.view">
+        <field name="name">view.move.line.form.recipt.lost</field>
+        <field name="model">account.move.line</field>
+        <field name="inherit_id" ref="account.view_move_line_form" />
+        <field name="arch" type="xml">
+            <field name="blocked" position="after">
+                <field name="mooncard_record" invisible="1" />
+                <field name="receipt_lost" attrs="{'invisible': [('mooncard_record','=',False)]}" />
+            </field>
+        </field>
+    </record>
+</odoo>

account_partner_account_number/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+
+from . import models

account_partner_account_number/__manifest__.py

@@ -0,0 +1,63 @@
+# -*- coding: utf-8 -*-
+{
+    "name": "Account partner account number",
+    "category": "Account",
+    "version": "14.0.1.0",
+    "summary": "Add account number in partner",
+    "author": "Elabore",
+    "website": "https://elabore.coop/",
+    "installable": True,
+    "application": False,
+    "auto_install": False,
+    "description": """
+======================================
+Account partner account number
+======================================
+This module add a new field in partner, visible in account move lines for payable and receivable accounts
+
+Installation
+============
+Just install account_partner_account_number, all dependencies will be installed by default.
+
+Known issues / Roadmap
+======================
+
+Bug Tracker
+===========
+Bugs are tracked on `GitHub Issues
+<https://github.com/elabore-coop/.../issues>`_. In case of trouble, please
+check there if your issue has already been reported. If you spotted it first,
+help us smashing it by providing a detailed and welcomed feedback.
+
+Credits
+=======
+
+Images
+------
+* Elabore: `Icon <https://elabore.coop/web/image/res.company/1/logo?unique=f3db262>`_.
+
+Contributors
+------------
+* Clément Thoams
+
+Funders
+-------
+The development of this module has been financially supported by:
+* Elabore (https://elabore.coop)
+* Rovalterre
+
+Maintainer
+----------
+This module is maintained by ELABORE.
+
+""",
+    "depends": [
+        "base",
+        "account",        
+    ],
+    "data": [
+        "views/account_move_views.xml",
+        "views/partner_views.xml",
+    ],
+    "qweb": [],
+}

account_partner_account_number/i18n/fr.po

@@ -0,0 +1,61 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_partner_account_number
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2023-06-09 07:37+0000\n"
+"PO-Revision-Date: 2023-06-09 07:37+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: account_partner_account_number
+#: model:ir.model.fields,field_description:account_partner_account_number.field_account_move_line__account_code
+msgid "Account code"
+msgstr "Code comptable"
+
+#. module: account_partner_account_number
+#: model:ir.model.fields,field_description:account_partner_account_number.field_res_partner__account_code
+#: model:ir.model.fields,field_description:account_partner_account_number.field_res_users__account_code
+#: model_terms:ir.ui.view,arch_db:account_partner_account_number.view_partner_property_form_account_code
+msgid "Account code"
+msgstr "Code comptable"
+
+#. module: account_partner_account_number
+#: model:ir.model.constraint,message:account_partner_account_number.constraint_res_partner_account_coder_unique
+msgid "Choose another value of account code - it has to be unique!"
+msgstr "Choisissez une autre valeur de code comptable - il doit être unique !"
+
+#. module: account_partner_account_number
+#: model:ir.model,name:account_partner_account_number.model_res_partner
+msgid "Contact"
+msgstr ""
+
+#. module: account_partner_account_number
+#: model:ir.model.fields,field_description:account_partner_account_number.field_account_move_line__display_name
+#: model:ir.model.fields,field_description:account_partner_account_number.field_res_partner__display_name
+msgid "Display Name"
+msgstr "Nom affiché"
+
+#. module: account_partner_account_number
+#: model:ir.model.fields,field_description:account_partner_account_number.field_account_move_line__id
+#: model:ir.model.fields,field_description:account_partner_account_number.field_res_partner__id
+msgid "ID"
+msgstr "Identifiant"
+
+#. module: account_partner_account_number
+#: model:ir.model,name:account_partner_account_number.model_account_move_line
+msgid "Journal Item"
+msgstr "Écriture comptable"
+
+#. module: account_partner_account_number
+#: model:ir.model.fields,field_description:account_partner_account_number.field_account_move_line____last_update
+#: model:ir.model.fields,field_description:account_partner_account_number.field_res_partner____last_update
+msgid "Last Modified on"
+msgstr "Dernière modification le"

account_partner_account_number/models/__init__.py

@@ -0,0 +1,3 @@
+# -*- coding: utf-8 -*-
+from . import res_partner
+from . import account_move_line

account_partner_account_number/models/account_move_line.py

@@ -0,0 +1,20 @@
+from odoo import fields, models, _, api
+
+
+class AccountMoveLine(models.Model):
+    _inherit = "account.move.line"
+
+    account_code = fields.Char(compute='get_account_code', string="Account code")
+
+    @api.depends('partner_id','account_id')
+    def get_account_code(self):
+        """
+            assign account number of partner if move line is receivable (Customers) or payable (Suppliers)
+        """
+        for account_move_line in self:
+            if account_move_line.account_id.id == account_move_line.partner_id.commercial_partner_id.property_account_receivable_id.id or \
+                    account_move_line.account_id.id == account_move_line.partner_id.commercial_partner_id.property_account_payable_id.id:                
+                account_move_line.account_code = account_move_line.partner_id.commercial_partner_id.account_code
+            else:
+                account_move_line.account_code = ''
+        

account_partner_account_number/models/res_partner.py

@@ -0,0 +1,13 @@
+from odoo import fields, models, _
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    account_code = fields.Char('Account code')
+
+    _sql_constraints = [
+        ('account_coder_unique', 
+        'unique(account_code)',
+        'Choose another value of account code - it has to be unique!')
+    ]

account_partner_account_number/views/account_move_views.xml

@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_move_line_tree_inherit_account_code" model="ir.ui.view">
+        <field name="name">account.move.line.tree.inherit.account.number</field>
+        <field name="model">account.move.line</field>
+        <field eval="100" name="priority"/>
+        <field name="inherit_id" ref="account.view_move_line_tree" />
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='partner_id']" position="after">
+                <field name="account_code" />
+            </xpath>
+        </field>
+    </record>
+</odoo>

account_partner_account_number/views/partner_views.xml

@@ -0,0 +1,17 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="view_partner_property_form_account_code" model="ir.ui.view">
+        <field name="name">res.partner.property.form.inherit.account.number</field>
+        <field name="model">res.partner</field>
+        <field name="priority">2</field>
+        <field name="inherit_id" ref="account.view_partner_property_form"/>
+        <field name="groups_id" eval="[(5,)]"/>
+        <field name="arch" type="xml">
+            <xpath expr="//page[@name='accounting']/group" position="inside">
+                <group string="Account code" name="account_code" groups="account.group_account_readonly">
+                    <field name="account_code" />
+                </group>
+            </xpath>
+        </field>
+    </record>
+</odoo>

account_quotation_sale_order_invoice_title/__manifest__.py

@@ -2,7 +2,7 @@
 {
     "name": "Account Quotation Sale Order Invoice Title",
     "category": "Account",
-    "version": "13.0.1.0",
+    "version": "14.0.1.0",
     "summary": "Transfer the Receipt Lost value in invoices and account move lines",
     "author": "Elabore",
     "website": "https://elabore.coop/",

account_quotation_sale_order_invoice_title/views/account_move_views.xml

@@ -1,7 +1,18 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
     <record id="view_move_title_tree" model="ir.ui.view">
-        <field name="name">amove_title.move.tree</field>
+        <field name="name">move_title.move.tree</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_move_tree" />
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='name']" position="after">
+                <field name="move_title" />
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_invoice_title_tree" model="ir.ui.view">
+        <field name="name">invoice_title.move.tree</field>
         <field name="model">account.move</field>
         <field name="inherit_id" ref="account.view_invoice_tree" />
         <field name="arch" type="xml">
@@ -16,7 +27,7 @@
         <field name="model">account.move</field>
         <field name="inherit_id" ref="account.view_move_form" />
         <field name="arch" type="xml">
-            <xpath expr="//field[@name='name']/../.." position="inside">
+            <xpath expr="//div[hasclass('oe_title')]" position="after">
                 <h1 class="mt0">
                     <field name="move_title" placeholder="Title..." />
                 </h1>

account_quotation_sale_order_invoice_title/wizard/sale_make_invoice_advance.py

@@ -11,7 +11,4 @@ class SaleAdvancePaymentInv(models.TransientModel):
             order, name, amount, so_line
         )
         res["move_title"] = order.so_title
-        import pdb
-
-        pdb.set_trace()
         return res

import_chart_of_accounts/__init__.py

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

import_chart_of_accounts/__manifest__.py

@@ -0,0 +1,66 @@
+{
+    'name': 'Import chart of accounts',
+    'version': '14.0.1.1.0',
+    'summary': 'while importing the accounts chart, only update account name  of existing accounts and automatise settings for new accounts',
+    'description': """
+
+Installation
+============
+
+Install import_chart_of_accounts, all dependencies will be installed by default.
+
+Description
+=============
+
+Pendant l'import, chaque ligne est comparée aux comptes comptables présents dans Odoo
+- Si le compte comptable existe déjà dans bdd, seul le nom du compte comptable est mis à jour 
+- Un compte comptable est déjà existant si les 6 premiers chiffres du code comptable sont identique (par ex: le compte 120000 et 12000000 sont les mêmes comptes)
+- Si le compte comptable n'existe pas dans bdd, il est créé.
+- Un compte similaire est recherché dans la bdd à partir des 3 premier chiffres du code comptable.
+- On recherche tous les comptes qui ont les 3 premiers chiffres de son code en commun avec celui du compte nouvellement créé
+- Parmi ces comptes, le compte du lequel les paramètres seront copiés sur le nouveau compte est celui au numéro de code le plus bas.
+- On enregistre la valeur des variables 'type' et 'reconcilition' du compte "similaire" dans le nouveau compte comptable
+- S'il n'existe "compte similaire" pour ce nouveau compte, aucun paramétrage n'est ajouté lors de l'import
+
+Exemple :
+                          
+J'importe le compte comptable 607730 Epicerie divers 
+Ce compte comptable n'existe pas déjà dans Odoo, il est créé. 
+Pour le configurer automatiquement, on se fonde sur un compte similaire dans Odoo et avec le code le plus bas parmis les comptes similaires
+Ici il s'agit de 607000 Achats de marchandise:
+Il a pour Type Charges car c'est une compte de charges et Autoriser le lettrage est à False.
+Le compte 607730 Epicerie divers sera donc enregistré dans Odoo avec le même paramétrage.
+
+Usage
+=====
+
+Pour importer le plan comptable :
+
+Aller dans l'App Facturation
+Menu Configuration > Comptabilité > Importer le plan comptable
+
+Un assistant permettant le téléversement d'un plan comptable apparaît.
+
+Le fichier téléversé doit être au format CSV uniquement.
+Il ne doit comporter que deux colonnes :
+- La première colonne doit s'appeler 'code' pour le numéro de compte comptable 
+- La deuxième colonne doit s'appeler 'name' pour le nom du compte comptable 
+""",
+    'author': '',
+    'website': '',
+    'license': 'AGPL-3',
+    'category': '',
+    'depends': [
+        'account'
+    ],
+    'data': [
+        'wizard/import_coa_wizard_views.xml',
+        'security/ir.model.access.csv'
+    ],
+    'installable': True,
+    'application': False,
+    'assets': {
+    }
+}
+
+

import_chart_of_accounts/i18n/fr.po

@@ -0,0 +1,168 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* import_chart_of_accounts
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 16.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-05-29 10:27+0000\n"
+"PO-Revision-Date: 2024-05-29 10:27+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid "<strong>Exemple :</strong>"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid "Accounts chart CSV Import Wizard"
+msgstr "Importer un plan comptable"
+
+#. module: import_chart_of_accounts
+#: model:ir.model.fields,field_description:import_chart_of_accounts.field_import_coa_wizard__coa_file
+msgid "CSV File"
+msgstr "Fichier CSV"
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid "Cancel"
+msgstr "Annuler"
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid "Ce compte comptable n'existe pas déjà dans Odoo, il est créé."
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model:ir.model.fields,field_description:import_chart_of_accounts.field_import_coa_wizard__create_uid
+msgid "Created by"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model:ir.model.fields,field_description:import_chart_of_accounts.field_import_coa_wizard__create_date
+msgid "Created on"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model:ir.model.fields,field_description:import_chart_of_accounts.field_import_coa_wizard__display_name
+msgid "Display Name"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model:ir.model.fields,field_description:import_chart_of_accounts.field_import_coa_wizard__filename
+msgid "Filename"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model:ir.model.fields,field_description:import_chart_of_accounts.field_import_coa_wizard__id
+msgid "ID"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid ""
+"Ici il s'agit de <strong>607000 Achats de marchandise</strong>:<br/>\n"
+"                                Il a pour <strong>Type</strong> Charges car c'est une compte de charges et <strong>Autoriser le lettrage</strong> est à False.<br/>\n"
+"                                Le compte 607730 Epicerie divers sera donc enregistré dans Odoo avec le même paramétrage,<br/>\n"
+"                                c'est-à-dire avec un type Charge et une non autorisation du lettrage"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid "Il ne doit comporter que <strong>deux colonnes</strong>"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid "Import"
+msgstr "Importer"
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid "J'importe le compte comptable <strong>607730 Epicerie divers</strong>"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid ""
+"La deuxième colonne doit s'appeler <strong>name</strong> pour le nom du "
+"compte comptable"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid ""
+"La première colonne doit s'appeler <strong>code</strong> pour le numéro de "
+"compte comptable"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model:ir.model.fields,field_description:import_chart_of_accounts.field_import_coa_wizard____last_update
+msgid "Last Modified on"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model:ir.model.fields,field_description:import_chart_of_accounts.field_import_coa_wizard__write_uid
+msgid "Last Updated by"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model:ir.model.fields,field_description:import_chart_of_accounts.field_import_coa_wizard__write_date
+msgid "Last Updated on"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid "Le fichier téléversé doit être au <strong>format CSV</strong>"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid ""
+"Pendant l'import, chaque ligne est comparée aux comptes comptables présents "
+"dans Odoo"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid "Pour importer le plan comptable :"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid ""
+"Pour le configurer automatiquement, on se fonde sur le compte le plus proche"
+" dans Odoo"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid ""
+"Si le compte comptable existe déjà dans bdd, seul le nom du compte comptable"
+" est mis à jour"
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model_terms:ir.ui.view,arch_db:import_chart_of_accounts.import_coa_wizard_view
+msgid ""
+"Si le compte comptable n'existe pas dans bdd, il est créé. Puis un compte similaire est recherché dans la bdd,\n"
+"                                    <br/>le compte comptable nouvellement créé aura le même type et la même autorisation de lettrage."
+msgstr ""
+
+#. module: import_chart_of_accounts
+#: model:ir.actions.act_window,name:import_chart_of_accounts.action_import_coa_wizard
+#: model:ir.ui.menu,name:import_chart_of_accounts.import_coa_menu
+msgid "Upload Chart Of Accounts"
+msgstr "Importer un plan comptable"
+
+#. module: import_chart_of_accounts
+#: model:ir.model,name:import_chart_of_accounts.model_import_coa_wizard
+msgid "import.coa.wizard"
+msgstr ""

import_chart_of_accounts/security/ir.model.access.csv

@@ -0,0 +1,2 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_import_coa_wizard,access.import.coa.wizard,model_import_coa_wizard,account.group_account_manager,1,1,1,0

import_chart_of_accounts/wizard/__init__.py

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

import_chart_of_accounts/wizard/import_coa_wizard.py

@@ -0,0 +1,50 @@
+from odoo import models, fields, api, exceptions, _
+import csv
+import base64
+from io import StringIO
+from odoo.exceptions import UserError
+
+class ImportCoaWizard(models.TransientModel):
+    _name = 'import.coa.wizard'
+
+    coa_file = fields.Binary(string='CSV File', required=True)
+    filename = fields.Char(string='Filename')
+
+    def import_plan_comptable(self):
+        self.ensure_one()
+        if not self.coa_file:
+            raise UserError("Please upload a file.")
+
+        if self.filename and not self.filename.lower().endswith('.csv'):
+            raise UserError("Import COA Wizard only supports CSV")
+
+        file_content = base64.b64decode(self.coa_file).decode('utf-8')
+        csv_file = StringIO(file_content)
+        csv_reader = csv.DictReader(csv_file)
+
+        required_columns = ['code', 'name']
+        if not all(column in csv_reader.fieldnames for column in required_columns):
+            raise UserError(f"The CSV file must contain the following columns: {', '.join(required_columns)}")
+
+        data_to_import = [row for row in csv_reader]
+        for record_data in data_to_import:
+            # the account is already existing in Odoo if the 6 first digits are identicales
+            existing_line = self.find_account_with_same_firsts_digits(record_data['code'][:6])
+            if existing_line:
+                existing_line.write(record_data)
+            else:
+                # the closest account already existing in Odoo has the first tree digits identicales
+                closest_account = self.find_account_with_same_firsts_digits(record_data['code'][:3])
+                if closest_account :
+                    record_data['user_type_id'] = closest_account.user_type_id.id
+                    record_data['reconcile'] = closest_account.reconcile
+                new_account = self.env['account.account'].create(record_data)
+
+        return {
+            "type": "ir.actions.act_window",
+            "res_model": "account.account",
+            "view_mode": "list"
+            }
+            
+    def find_account_with_same_firsts_digits(self, code_prefix):
+        return self.env['account.account'].search([('code', '=like', f'{code_prefix}%')],limit=1)

import_chart_of_accounts/wizard/import_coa_wizard_views.xml

@@ -0,0 +1,66 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="import_coa_wizard_view" model="ir.ui.view"> 
+        <field name="name">import.coa.wizard.view</field>
+        <field name="model">import.coa.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Accounts chart CSV Import Wizard">
+                <group name="help-import" colspan="1" col="1">
+                    <div colspan="2">
+                        <p>Pour importer le plan comptable :
+                            <ul>
+                                <li>Le fichier téléversé doit être au <strong>format CSV</strong></li>
+                                <li>Il ne doit comporter que <strong>deux colonnes</strong></li>
+                                <li>La première colonne doit s'appeler <strong>code</strong> pour le numéro de compte comptable</li>
+                                <li>La deuxième colonne doit s'appeler <strong>name</strong> pour le nom du compte comptable</li>
+                            </ul>
+                        </p>
+                        <br/>
+                        <p>Pendant l'import, chaque ligne est comparée aux comptes comptables présents dans Odoo
+                            <ul>
+                                <li>Si le compte comptable existe déjà dans bdd, seul le nom du compte comptable est mis à jour</li>
+                                <li>Un compte comptable est déjà existant si les 6 premiers chiffres du code comptable sont identique (par ex: le compte 120000 et 12000000 sont les mêmes comptes)</li>
+                                <li>Si le compte comptable n'existe pas dans bdd, il est créé. Puis un compte similaire est recherché dans la bdd,
+                                    <br/>le compte comptable nouvellement créé aura le même type et la même autorisation de lettrage.</li>
+                            </ul>
+                        </p>
+                        <br/>
+                        <p><strong>Exemple :</strong>
+                            <ul>                            
+                                <li>J'importe le compte comptable <strong>607730 Epicerie divers</strong></li>
+                                <li>Ce compte comptable n'existe pas déjà dans Odoo, il est créé.</li>
+                                <li>Pour le configurer automatiquement, on se fonde sur le compte le plus proche dans Odoo</li>
+                                <li>Ici il s'agit de <strong>607000 Achats de marchandise</strong>:<br/>
+                                Il a pour <strong>Type</strong> Charges car c'est une compte de charges et <strong>Autoriser le lettrage</strong> est à False.<br/>
+                                Le compte 607730 Epicerie divers sera donc enregistré dans Odoo avec le même paramétrage,<br/>
+                                c'est-à-dire avec un type Charge et une non autorisation du lettrage</li>
+                            </ul>
+                        </p>
+                    </div>
+                </group>
+                <group name="import">
+                    <field name="coa_file" filename="filename" />
+                    <field name="filename" invisible="1"/>
+                </group>
+                <footer>
+                    <button name="import_plan_comptable" type="object"
+                        class="btn-primary" string="Import"/>
+                    <button special="cancel" string="Cancel" class="btn-default"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+    <record id="action_import_coa_wizard" model="ir.actions.act_window">
+        <field name="name">Upload Chart Of Accounts</field>
+        <field name="res_model">import.coa.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+    <menuitem
+        id="import_coa_menu"
+        action="action_import_coa_wizard"
+        sequence="1"
+        parent="account.account_account_menu"
+    />
+
+</odoo>