[ADD] separator on filter view

I don't use stock_packaging_usability_pp from OCA/stock-logistics-tracking because the feature is native since v11 (I didn't figure it out when I ported stock_packaging_usability_ul from v10 to v14 under the new name stock_packaging_usability_ul
I also improved the code to clean it up and use the native field for measured weight

account_aged_balance_from_partner/__init__.py

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

account_aged_balance_from_partner/__manifest__.py

@@ -1,25 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2015-2018 Akretion (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-{
-    'name': 'Aged Partner Balance from Partner',
-    'version': '10.0.0.1.0',
-    'category': 'Accounting',
-    'license': 'AGPL-3',
-    'summary': 'Direct access to the aged partner balance report from the partner form',
-    'description': """
-Aged Partner Balance from Partner
-=================================
-
-This module adds a button on the partner form view (the icon on the button is a banknote) to easily open the detailed aged partner balance of the partner in PDF format.
-
-This module has been written by Alexis de Lattre from Akretion <alexis.delattre@akretion.com>.
-    """,
-    'author': 'Akretion',
-    'website': 'http://www.akretion.com',
-    'depends': ['account_financial_report_qweb'],
-    'data': ['partner_view.xml'],
-    'installable': True,
-}

account_aged_balance_from_partner/partner.py

@@ -1,30 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright (C) 2015-2018 Akretion (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-
-from odoo import models, fields, api
-
-
-class ResPartner(models.Model):
-    _inherit = 'res.partner'
-
-    @api.depends('credit', 'debit')
-    def _compute_balance(self):
-        for partner in self:
-            partner.balance = partner.credit - partner.debit
-
-    # The field 'currency_id' defined in the account module
-    # is a computed field that gets the company currency
-    balance = fields.Monetary(
-        compute='_compute_balance', readonly=True,
-        string="Account Balance")
-
-    def open_aged_open_invoices_report(self):
-        wiz = self.env['aged.partner.balance.wizard'].create({
-            'show_move_line_details': True,
-            'partner_ids': [(6, 0, self.ids)],
-        })
-        action = wiz.button_export_pdf()
-        return action

account_aged_balance_from_partner/partner_view.xml

@@ -1,31 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<!--
-  Copyright (C) 2015-2018 Akretion (http://www.akretion.com/)
-  @author Alexis de Lattre <alexis.delattre@akretion.com>
-  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
--->
-
-<odoo>
-
-
-<record id="view_partner_form" model="ir.ui.view">
-    <field name="name">account.balance.button.partner.form</field>
-    <field name="model">res.partner</field>
-    <field name="inherit_id" ref="account.partner_view_buttons"/>
-    <field name="arch" type="xml">
-        <button name="open_partner_history" type="object" position="after">
-            <button class="oe_stat_button" type="object"
-                name="open_aged_open_invoices_report"
-                attrs="{'invisible': [('parent_id', '!=', False)]}"
-                icon="fa-money">
-                <div class="o_form_field o_stat_info">
-                    <span class="o_stat_value"><field name="balance"/></span>
-                    <span class="o_stat_text">Account Balance</span>
-                </div>
-            </button>
-        </button>
-    </field>
-</record>
-
-
-</odoo>

account_bank_reconciliation_summary_xlsx/README.rst

@@ -0,0 +1,27 @@
+===============================
+Bank Reconciliation Report XLSX
+===============================
+
+In Odoo v13+, a bank reconciliation report is not really needed because all the payments executed that are not debited/credited on the bank account are in separate waiting accounts. But accountants want a bank reconciliation report, so this module adds one, even if it is quite different from a classic bank reconciliation report.
+
+Configuration
+=============
+
+This module doesn't require any configuration.
+
+Usage
+=====
+
+You can launch the Bank Reconciliation Report wizard from:
+
+* the menu *Accounting > Reports > Bank > Bank Reconciliation*,
+* the invoicing dashboard: on a bank journal, click on the options, then select *Bank Reconciliation*.
+* the form view of a bank statement: click on the button *Bank Reconciliation Report*.
+
+Credits
+=======
+
+Contributors
+------------
+
+* Alexis de Lattre <alexis.delattre@akretion.com>

account_bank_reconciliation_summary_xlsx/__init__.py

@@ -0,0 +1,2 @@
+from . import report
+from . import wizard

account_bank_reconciliation_summary_xlsx/__manifest__.py

@@ -0,0 +1,21 @@
+# Copyright 2017-2023 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Bank Reconciliation Report",
+    "version": "14.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Akretion",
+    "website": "https://github.com/akretion/odoo-usability",
+    "summary": "Bank reconciliation XLSX report",
+    "depends": ["account", "report_xlsx"],
+    "data": [
+        "report/report.xml",
+        "wizard/bank_reconciliation_report_wizard_view.xml",
+        "views/account_bank_statement.xml",
+        "views/account_journal.xml",
+        "security/ir.model.access.csv",
+    ],
+    "installable": True,
+}

account_bank_reconciliation_summary_xlsx/i18n/fr.po

@@ -0,0 +1,213 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_bank_reconciliation_summary_xlsx
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2023-01-13 10:31+0000\n"
+"PO-Revision-Date: 2023-01-13 10:31+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_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Amount"
+msgstr "Montant"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Balance %s:"
+msgstr "Solde %s :"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__journal_ids
+msgid "Bank Journals"
+msgstr "Journaux de banque"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.actions.act_window,name:account_bank_reconciliation_summary_xlsx.bank_reconciliation_report_wizard_action
+#: model:ir.ui.menu,name:account_bank_reconciliation_summary_xlsx.bank_reconciliation_report_wizard_menu
+#: model_terms:ir.ui.view,arch_db:account_bank_reconciliation_summary_xlsx.account_journal_dashboard_kanban_view
+msgid "Bank Reconciliation"
+msgstr "Rapprochement bancaire"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: model_terms:ir.ui.view,arch_db:account_bank_reconciliation_summary_xlsx.view_bank_statement_form
+#, python-format
+msgid "Bank Reconciliation Report"
+msgstr "Rapport de rapprochement bancaire"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model,name:account_bank_reconciliation_summary_xlsx.model_bank_reconciliation_report_wizard
+msgid "Bank Reconciliation Report Wizard"
+msgstr "Assistant rapport de rapprochement bancaire"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.actions.report,name:account_bank_reconciliation_summary_xlsx.bank_reconciliation_xlsx
+msgid "Bank Reconciliation XLSX"
+msgstr "Rapprochement bancaire XLSX"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model,name:account_bank_reconciliation_summary_xlsx.model_report_bank_reconciliation_xlsx
+msgid "Bank Reconciliation XLSX Report"
+msgstr "Rapport de rapprochement bancaire XLSX"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.ui.menu,name:account_bank_reconciliation_summary_xlsx.menu_report_bank_root
+msgid "Bank Reports"
+msgstr "Rapports bancaires"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model_terms:ir.ui.view,arch_db:account_bank_reconciliation_summary_xlsx.bank_reconciliation_report_wizard_form
+msgid "Cancel"
+msgstr "Annuler"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__company_id
+#, python-format
+msgid "Company"
+msgstr "Société"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Counter-part"
+msgstr "Contre partie"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__create_uid
+msgid "Created by"
+msgstr "Créé par"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__create_date
+msgid "Created on"
+msgstr "Créé le"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__date
+#, python-format
+msgid "Date"
+msgstr ""
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__display_name
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_report_bank_reconciliation_xlsx__display_name
+msgid "Display Name"
+msgstr ""
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields.selection,name:account_bank_reconciliation_summary_xlsx.selection__bank_reconciliation_report_wizard__move_state__draft_posted
+msgid "Draft and Posted Entries"
+msgstr "Écritures brouillon et comptabilisées"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__move_state
+#, python-format
+msgid "Entries"
+msgstr "Écritures"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model_terms:ir.ui.view,arch_db:account_bank_reconciliation_summary_xlsx.bank_reconciliation_report_wizard_form
+msgid "Export XLSX"
+msgstr ""
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Generated on %s"
+msgstr "Généré le %s"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__id
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_report_bank_reconciliation_xlsx__id
+msgid "ID"
+msgstr ""
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Journal"
+msgstr ""
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Label"
+msgstr "Libellé"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard____last_update
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_report_bank_reconciliation_xlsx____last_update
+msgid "Last Modified on"
+msgstr ""
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__write_uid
+msgid "Last Updated by"
+msgstr ""
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields,field_description:account_bank_reconciliation_summary_xlsx.field_bank_reconciliation_report_wizard__write_date
+msgid "Last Updated on"
+msgstr ""
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Move Number"
+msgstr "Numéro de pièce"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "No bank journal selected."
+msgstr "Aucun journal de banque sélectionné."
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "None"
+msgstr "Aucun"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Partner"
+msgstr "Partenaire"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: model:ir.model.fields.selection,name:account_bank_reconciliation_summary_xlsx.selection__bank_reconciliation_report_wizard__move_state__posted
+msgid "Posted Entries"
+msgstr "Écritures comptabilisées"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Ref."
+msgstr "Réf."
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "Sub-total:"
+msgstr "Sous-total :"
+
+#. module: account_bank_reconciliation_summary_xlsx
+#: code:addons/account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py:0
+#, python-format
+msgid "TOTAL:"
+msgstr "TOTAL :"

account_bank_reconciliation_summary_xlsx/report/__init__.py

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

account_bank_reconciliation_summary_xlsx/report/bank_reconciliation_xlsx.py

@@ -0,0 +1,296 @@
+# Copyright 2017-2023 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import _, models
+from odoo.exceptions import UserError
+from datetime import datetime
+from odoo.tools.misc import format_datetime
+import pytz
+
+
+class BankReconciliationXlsx(models.AbstractModel):
+    _name = "report.bank.reconciliation.xlsx"
+    _description = "Bank Reconciliation XLSX Report"
+    _inherit = "report.report_xlsx.abstract"
+
+    def _domain_add_move_state(self, wizard, domain):
+        if wizard.move_state == 'posted':
+            domain.append(('parent_state', '=', 'posted'))
+        elif wizard.move_state == 'draft_posted':
+            domain.append(('parent_state', 'in', ('draft', 'posted')))
+
+    def _get_account_balance(self, account, wizard):
+        domain = [
+            ('account_id', '=', account.id),
+            ('date', '<=', wizard.date),
+            ('company_id', '=', wizard.company_id.id),
+            ]
+        self._domain_add_move_state(wizard, domain)
+        res_rg = self.env['account.move.line'].read_group(domain, ['balance:sum'], [])
+        account_bal = res_rg and res_rg[0].get('balance', 0.0) or 0.0
+        return account_bal
+
+    def _prepare_payment_move_lines(self, journal, account, wizard, unreconciled_only=True):
+        domain = [
+            ("company_id", "=", wizard.company_id.id),
+            ("account_id", "=", account.id),
+            ("journal_id", "=", journal.id),
+            ("date", "<=", wizard.date),
+            ]
+        if unreconciled_only:
+            limit_datetime_naive = datetime.combine(wizard.date, datetime.max.time())
+            tz = pytz.timezone(self.env.user.tz)
+            limit_datetime_aware = tz.localize(limit_datetime_naive)
+            limit_datetime_utc = limit_datetime_aware.astimezone(pytz.utc)
+            limit_datetime = limit_datetime_utc.replace(tzinfo=None)
+            domain += [
+                '|', ('full_reconcile_id', '=', False),
+                ('full_reconcile_id.create_date', '>', limit_datetime)]
+        self._domain_add_move_state(wizard, domain)
+        mlines = self.env["account.move.line"].search(domain)
+        res = []
+        for mline in mlines:
+            move = mline.move_id
+            cpart = []
+            for line in move.line_ids:
+                if (
+                    line.account_id != account
+                    and line.account_id.code not in cpart
+                ):
+                    cpart.append(line.account_id.code)
+            counterpart = " ,".join(cpart)
+            res.append(
+                {
+                    "date": mline.date,
+                    "ref": move.ref or "",
+                    "label": mline.name,
+                    "partner": mline.partner_id.display_name or "",
+                    "amount": mline.balance,
+                    "move_name": move.name,
+                    "counterpart": counterpart,
+                }
+            )
+        return res
+
+    def _write_move_lines_block(self, jdi, row, account, add2total=True):
+        sheet = jdi['sheet']
+        style = jdi['style']
+        style_suffix = not add2total and '_warn' or ''
+        subtotal = 0.0
+        mlines = self._prepare_payment_move_lines(jdi['journal'], account, jdi['wizard'])
+        if mlines or add2total:
+            sheet.write(row, 0, '%s  %s' % (account.name, account.code), style['title' + style_suffix])
+            sheet.write(row, 1, "", style['title' + style_suffix])
+
+        if not mlines:
+            if add2total:
+                sheet.write(row, 2, _("None"), style['none'])
+            else:
+                return
+        else:
+            row += 1
+            col_labels = [
+                _("Date"),
+                _("Partner"),
+                _("Amount"),
+                _("Move Number"),
+                _("Counter-part"),
+                _("Ref."),
+                _("Label"),
+            ]
+            col = 0
+            for col_label in col_labels:
+                sheet.write(row, col, col_label, style['col_header'])
+                col += 1
+            row += 1
+            start_line = row + 1
+            for mline in mlines:
+                sheet.write(row, 0, mline["date"], style['regular_date'])
+                sheet.write(row, 1, mline["partner"], style['regular'])
+                sheet.write(row, 2, mline["amount"], style['currency'])
+                sheet.write(row, 3, mline["move_name"], style['regular'])
+                sheet.write(row, 4, mline["counterpart"], style['regular'])
+                sheet.write(row, 5, mline["ref"], style['regular'])
+                sheet.write(row, 6, mline["label"], style['regular'])
+                subtotal += mline["amount"]
+                row += 1
+            end_line = row
+
+            for col in range(1):
+                sheet.write(row, col, "", style['title' + style_suffix])
+            sheet.write(row, 1, _("Sub-total:") + ' ', style['title_right' + style_suffix])
+
+            formula = '=SUM(%s%d:%s%d)' % (
+                jdi['total_col'], start_line, jdi['total_col'], end_line)
+            sheet.write_formula(row, 2, formula, style['currency_bg' + style_suffix], subtotal)
+            if add2total:
+                jdi['total'] += subtotal
+                jdi['total_formula'] += '+%s%d' % (jdi['total_col'], row + 1)
+        return row
+
+    def generate_xlsx_report(self, workbook, data, wizard):
+        if not wizard.journal_ids:
+            raise UserError(_("No bank journal selected."))
+        date_dt = wizard.date
+        company = wizard.company_id
+        style = self._get_style(workbook, company)
+        move_state_label = dict(
+            wizard.fields_get('move_state', 'selection')['move_state']['selection'])
+        generated_on_label = _('Generated on %s') % format_datetime(
+            self.env, datetime.utcnow())
+        for journal in wizard.journal_ids:
+            row = 0
+            sheet = workbook.add_worksheet(journal.code or journal.name)
+            jdi = {
+                'wizard': wizard,
+                'journal': journal,
+                'style': style,
+                'sheet': sheet,
+                'total': 0.0,
+                'total_formula': '=',
+                'total_col': 'C',
+                }
+            sheet.write(
+                row,
+                0,
+                _("Bank Reconciliation Report"),
+                style['doc_title'],
+            )
+            row += 1
+            sheet.write(row, 0, generated_on_label, style['small'])
+            sheet.set_row(0, 26)
+            sheet.set_column(0, 0, 10)
+            sheet.set_column(1, 1, 35)
+            sheet.set_column(2, 2, 15)
+            sheet.set_column(3, 3, 15)
+            sheet.set_column(4, 4, 25)
+            sheet.set_column(5, 5, 30)
+            sheet.set_column(6, 6, 60)
+            row += 3
+            sheet.write(row, 0, _("Company"), style['wizard_field'])
+            sheet.write(row, 1, wizard.company_id.display_name, style['wizard_value'])
+            row += 1
+            sheet.write(row, 0, _("Date"), style['wizard_field'])
+            sheet.write(row, 1, date_dt, style['wizard_value_date'])
+            row += 1
+            sheet.write(row, 0, _("Journal"), style['wizard_field'])
+            sheet.write(row, 1, journal.display_name, style['wizard_value'])
+            row += 1
+            sheet.write(row, 0, _("Entries"), style['wizard_field'])
+            sheet.write(row, 1, move_state_label[wizard.move_state], style['wizard_value'])
+
+            # 1) Show balance of bank account
+            row += 3
+            bank_account = journal.default_account_id
+            for col in range(1):
+                sheet.write(row, col, "", style['title'])
+            sheet.write(row, 1, _("Balance %s:") % bank_account.code + ' ', style['title_right'])
+            account_bal = self._get_account_balance(bank_account, wizard)
+
+            sheet.write(row, 2, account_bal, style['currency_bg'])
+            jdi['total'] += account_bal
+            jdi['total_formula'] += '%s%d' % (jdi['total_col'], row + 1)
+
+            row += 2
+            # 2) Show payment lines IN (debit)
+            debit_account = journal.payment_debit_account_id
+            row = self._write_move_lines_block(jdi, row, debit_account)
+            row += 2
+            # 3) Show payment lines OUT (credit)
+            credit_account = journal.payment_credit_account_id
+            row = self._write_move_lines_block(jdi, row, credit_account)
+            row += 2
+
+            for col in range(1):
+                sheet.write(row, col, "", style['title'])
+            sheet.write(row, 1, _("TOTAL:") + ' ', style['title_right'])
+            sheet.write_formula(
+                row, 2, jdi['total_formula'], style['currency_bg'], jdi['total'])
+            row += 3
+
+            # 4) Show suspense account lines
+            row = self._write_move_lines_block(
+                jdi, row, journal.suspense_account_id, add2total=False)
+
+    def _get_style(self, workbook, company):
+        style = {}
+        font_size = 10
+        light_grey = "#eeeeee"
+        title_blue = "#e6e6fa"
+        subtotal_orange = "#ffcc00"
+        title_warn = "#ff9999"
+        subtotal_warn = "#ffff99"
+        light_purple = "#ffdeff"
+        lang_code = self.env.user.lang
+        lang = False
+        if lang_code:
+            lang = self.env["res.lang"].search([("code", "=", lang_code)])
+        if not lang:
+            lang = self.env["res.lang"].search([], limit=1)
+        xls_date_format = (
+            lang.date_format.replace("%Y", "yyyy")
+            .replace("%m", "mm")
+            .replace("%d", "dd")
+            .replace("%y", "yy")
+        )
+
+        style['doc_title'] = workbook.add_format(
+            {"bold": True, "font_size": font_size + 4})
+        style['small'] = workbook.add_format({"font_size": font_size - 3})
+        style['col_header'] = workbook.add_format(
+            {
+                "bold": True,
+                "bg_color": light_grey,
+                "text_wrap": True,
+                "font_size": font_size,
+                "align": "center",
+            }
+        )
+        title_style = {
+            "bold": True,
+            "bg_color": title_blue,
+            "font_size": font_size,
+            "align": "left",
+            }
+        style['title_right'] = workbook.add_format(dict(title_style, align="right"))
+        style['title'] = workbook.add_format(dict(title_style))
+        style['wizard_field'] = workbook.add_format(dict(title_style, bg_color=light_grey))
+        wizard_value_style = {
+                "bg_color": light_purple,
+                "bold": True,
+                "font_size": font_size,
+                "align": "left",
+            }
+
+        style['wizard_value'] = workbook.add_format(wizard_value_style)
+        style['wizard_value_date'] = workbook.add_format(
+            dict(wizard_value_style, num_format=xls_date_format))
+        style['none'] = workbook.add_format(
+            {"bold": True, "font_size": font_size, "align": "right", "bg_color": subtotal_orange}
+        )
+        # WARN for suspense account
+        style['title_warn'] = workbook.add_format(
+            dict(title_style, align="left", bg_color=title_warn))
+        style['title_right_warn'] = workbook.add_format(
+            dict(title_style, align="right", bg_color=title_warn))
+        style['regular'] = workbook.add_format({"font_size": font_size})
+        if "%" in xls_date_format:
+            # fallback
+            xls_date_format = "yyyy-mm-dd"
+        style['regular_date'] = workbook.add_format(
+            {"num_format": xls_date_format, "font_size": font_size, "align": "left"}
+        )
+        cur_format = "#,##0.00 %s" % (
+            company.currency_id.symbol or company.currency_id.name
+        )
+        # It seems that Excel replaces automatically the decimal
+        # and thousand separator by those of the language under which
+        # Excel runs
+        currency_style = {"num_format": cur_format, "font_size": font_size}
+        style['currency'] = workbook.add_format(currency_style)
+        style['currency_bg'] = workbook.add_format(
+            dict(currency_style, bg_color=subtotal_orange))
+        style['currency_bg_warn'] = workbook.add_format(
+            dict(currency_style, bg_color=subtotal_warn))
+        return style

account_bank_reconciliation_summary_xlsx/report/report.xml

@@ -0,0 +1,18 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+  Copyright 2017-2023 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+<odoo>
+
+<record id="bank_reconciliation_xlsx" model="ir.actions.report">
+    <field name="name">Bank Reconciliation XLSX</field>
+    <field name="model">bank.reconciliation.report.wizard</field>
+    <field name="report_type">xlsx</field>
+    <field name="report_name">bank.reconciliation.xlsx</field>
+    <field name="report_file">bank.reconciliation.xlsx</field>
+    <!-- print_report_name doesn't work here... -->
+    <field name="print_report_name">'bank_reconciliation-%s' % (object.date)</field>
+</record>
+</odoo>

account_bank_reconciliation_summary_xlsx/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_bank_reconciliation_report_wizard_user,Full access on bank.reconciliation.report.wizard,model_bank_reconciliation_report_wizard,account.group_account_user,1,1,1,1
+access_bank_reconciliation_report_wizard_readonly,Full access on bank.reconciliation.report.wizard,model_bank_reconciliation_report_wizard,account.group_account_readonly,1,1,1,1

account_bank_reconciliation_summary_xlsx/views/account_bank_statement.xml

@@ -0,0 +1,23 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+  Copyright 2017-2020 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+<odoo>
+    <record id="view_bank_statement_form" model="ir.ui.view">
+        <field name="name">bank_rec_summary.account.bank.statement.form</field>
+        <field name="model">account.bank.statement</field>
+        <field name="inherit_id" ref="account.view_bank_statement_form" />
+        <field name="arch" type="xml">
+            <button name="button_reprocess" position="after">
+                <button
+                    name="%(bank_reconciliation_report_wizard_action)d"
+                    type="action"
+                    string="Bank Reconciliation Report"
+                    context="{'default_journal_ids': [journal_id]}"
+                />
+            </button>
+        </field>
+    </record>
+</odoo>

account_bank_reconciliation_summary_xlsx/views/account_journal.xml

@@ -0,0 +1,28 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+  Copyright 2018-2023 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+<odoo>
+    <!-- Accounting Dashboard -->
+    <record id="account_journal_dashboard_kanban_view" model="ir.ui.view">
+        <field
+            name="name"
+        >bank_reconciliation_summarry.account_journal_dashboard</field>
+        <field name="model">account.journal</field>
+        <field name="inherit_id" ref="account.account_journal_dashboard_kanban_view" />
+        <field name="arch" type="xml">
+            <xpath expr="//a[@name='open_collect_money']/.." position="before">
+                <div name="bank_reconciliation_report">
+                    <a
+                        role="menuitem"
+                        type="action"
+                        name="%(bank_reconciliation_report_wizard_action)d"
+                        context="{'default_journal_ids': [active_id]}"
+                        >Bank Reconciliation</a>
+                </div>
+            </xpath>
+        </field>
+    </record>
+</odoo>

account_bank_reconciliation_summary_xlsx/wizard/__init__.py

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

account_bank_reconciliation_summary_xlsx/wizard/bank_reconciliation_report_wizard.py

@@ -0,0 +1,42 @@
+# Copyright 2017-2023 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class BankReconciliationReportWizard(models.TransientModel):
+    _name = "bank.reconciliation.report.wizard"
+    _description = "Bank Reconciliation Report Wizard"
+    _check_company_auto = True
+
+    company_id = fields.Many2one(
+        'res.company', string='Company',
+        ondelete='cascade', required=True,
+        default=lambda self: self.env.company)
+    date = fields.Date(required=True, default=fields.Date.context_today)
+    move_state = fields.Selection(
+        [("posted", "Posted Entries"), ("draft_posted", "Draft and Posted Entries")],
+        string="Entries",
+        required=True,
+        default="posted",
+    )
+    journal_ids = fields.Many2many(
+        "account.journal",
+        string="Bank Journals",
+        domain="[('type', '=', 'bank'), ('company_id', '=', company_id)]",
+        required=True,
+        check_company=True,
+        default=lambda self: self._default_journal_ids(),
+    )
+
+    @api.model
+    def _default_journal_ids(self):
+        journals = self.env["account.journal"].search(
+            [
+                ("type", "=", "bank"),
+                ("bank_account_id", "!=", False),
+                ("company_id", "=", self.env.company.id),
+            ]
+        )
+        return journals

account_bank_reconciliation_summary_xlsx/wizard/bank_reconciliation_report_wizard_view.xml

@@ -0,0 +1,49 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+  Copyright 2017-2023 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+<odoo>
+    <record id="bank_reconciliation_report_wizard_form" model="ir.ui.view">
+        <field name="name">bank.reconciliation.report.wizard.form</field>
+        <field name="model">bank.reconciliation.report.wizard</field>
+        <field name="arch" type="xml">
+            <form>
+                <group name="main">
+                    <field name="company_id" invisible="1" />
+                    <field name="date" />
+                    <field name="journal_ids" widget="many2many_tags" options="{'no_open': True, 'no_create': True}"/>
+                    <field name="move_state" widget="radio"/>
+                </group>
+                <footer>
+                    <button
+                        name="%(account_bank_reconciliation_summary_xlsx.bank_reconciliation_xlsx)d"
+                        string="Export XLSX"
+                        type="action"
+                        class="btn-primary"
+                    />
+                    <button special="cancel" string="Cancel" />
+                </footer>
+            </form>
+        </field>
+    </record>
+    <record id="bank_reconciliation_report_wizard_action" model="ir.actions.act_window">
+        <field name="name">Bank Reconciliation</field>
+        <field name="res_model">bank.reconciliation.report.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+    <menuitem
+        id="menu_report_bank_root"
+        parent="account.menu_finance_reports"
+        name="Bank Reports"
+        sequence="12"
+    />
+    <menuitem
+        id="bank_reconciliation_report_wizard_menu"
+        action="bank_reconciliation_report_wizard_action"
+        parent="menu_report_bank_root"
+        sequence="10"
+    />
+</odoo>

account_bank_statement_import_fr_hsbc_card/README.rst

@@ -1,35 +0,0 @@
-.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
-   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
-   :alt: License: AGPL-3
-
-=======================================
-Import French HSBC Card Bank Statements
-=======================================
-
-This module allows you to import French HSBC credit cards bank statements (CSV version).
-
-Configuration
-=============
-
-Create a bank journal dedicated to HSBC credit cards. Associate it with a new bank account on which you will set the account number to *HSBC_CARD_EUR*.
-
-Usage
-=====
-
-In the dashboard of the *Accounting* menu, click on the button *Import Statement* located on the journal corresponding to the bank account of the statement file you are importing.
-
-Bug Tracker
-===========
-
-Bugs are tracked on `GitHub Issues
-<https://github.com/akretion/odoo-usability/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
-=======
-
-Contributors
-------------
-
-* Alexis de Lattre <alexis.delattre@akretion.com>

account_bank_statement_import_fr_hsbc_card/__init__.py

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

account_bank_statement_import_fr_hsbc_card/__manifest__.py

@@ -1,16 +0,0 @@
-# -*- coding: utf-8 -*-
-# © 2017 Akretion (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-{
-    'name': 'Import French HSBC Card Bank Statements',
-    'version': '10.0.1.0.0',
-    'license': 'AGPL-3',
-    'author': "Akretion",
-    'website': 'http://www.akretion.com',
-    'summary': 'Import French HSBC Card Bank Statements in Odoo (CSV version)',
-    'depends': ['account_bank_statement_import'],
-    'data': ['views/account_bank_statement_import.xml'],
-    'installable': True,
-}

account_bank_statement_import_fr_hsbc_card/i18n/nb_NO.po

@@ -1,69 +0,0 @@
-# Translation of Odoo Server.
-# This file contains the translation of the following modules:
-# * account_bank_statement_import_fr_cfonb
-# 
-# Translators:
-# OCA Transbot <transbot@odoo-community.org>, 2017
-msgid ""
-msgstr ""
-"Project-Id-Version: Odoo Server 10.0\n"
-"Report-Msgid-Bugs-To: \n"
-"POT-Creation-Date: 2017-01-13 03:36+0000\n"
-"PO-Revision-Date: 2017-01-13 03:36+0000\n"
-"Last-Translator: OCA Transbot <transbot@odoo-community.org>, 2017\n"
-"Language-Team: Norwegian Bokmål (Norway) (https://www.transifex.com/oca/teams/23907/nb_NO/)\n"
-"MIME-Version: 1.0\n"
-"Content-Type: text/plain; charset=UTF-8\n"
-"Content-Transfer-Encoding: \n"
-"Language: nb_NO\n"
-"Plural-Forms: nplurals=2; plural=(n != 1);\n"
-
-#. module: account_bank_statement_import_fr_cfonb
-#: code:addons/account_bank_statement_import_fr_cfonb/models/account_bank_statement_import.py:146
-#, python-format
-msgid "Account %s"
-msgstr ""
-
-#. module: account_bank_statement_import_fr_cfonb
-#: model:ir.ui.view,arch_db:account_bank_statement_import_fr_cfonb.account_bank_statement_import_view
-msgid "CFONB (French format, fixed-length text lines of 120 caracters)"
-msgstr ""
-
-#. module: account_bank_statement_import_fr_cfonb
-#: model:ir.model,name:account_bank_statement_import_fr_cfonb.model_account_bank_statement_import
-msgid "Import Bank Statement"
-msgstr "Importer bankutsagn"
-
-#. module: account_bank_statement_import_fr_cfonb
-#: code:addons/account_bank_statement_import_fr_cfonb/models/account_bank_statement_import.py:70
-#, python-format
-msgid ""
-"Line %d is %d caracters long. All lines of a CFONB bank statement file must "
-"be 120 caracters long."
-msgstr ""
-"Linje %d er %d tegn langt. Alle linjer i en CFONB-bankutsagnsfil må være 120"
-" tegn langt."
-
-#. module: account_bank_statement_import_fr_cfonb
-#: code:addons/account_bank_statement_import_fr_cfonb/models/account_bank_statement_import.py:110
-#, python-format
-msgid ""
-"Only single-account files and single-currency files are supported for the "
-"moment. It is not the case starting from line %d."
-msgstr ""
-"Kun enkeltkontofiler og enkeltmyntenhetsfiler støttes for øyeblikket. Dette "
-"er ikke tilfellet fra og med linje %d og utover."
-
-#. module: account_bank_statement_import_fr_cfonb
-#: code:addons/account_bank_statement_import_fr_cfonb/models/account_bank_statement_import.py:99
-#, python-format
-msgid ""
-"The 2 first letters of the first line are '%s'. A CFONB file should start "
-"with '01'"
-msgstr ""
-
-#. module: account_bank_statement_import_fr_cfonb
-#: code:addons/account_bank_statement_import_fr_cfonb/models/account_bank_statement_import.py:52
-#, python-format
-msgid "The file is empty."
-msgstr "Filen er tom."

account_bank_statement_import_fr_hsbc_card/views/account_bank_statement_import.xml

@@ -1,22 +0,0 @@
-<?xml version="1.0" ?>
-<!--
-  © 2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
-  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
--->
-
-<odoo>
-
-
-<record id="account_bank_statement_import_view" model="ir.ui.view">
-    <field name="name">hsbc.fr.csv.account.bank.statement.import.form</field>
-    <field name="model">account.bank.statement.import</field>
-    <field name="inherit_id" ref="account_bank_statement_import.account_bank_statement_import_view"/>
-    <field name="arch" type="xml">
-        <xpath expr="//ul[@id='statement_format']" position="inside">
-            <li>French HSBC Credit Cards (CSV format)</li>
-        </xpath>
-    </field>
-</record>
-
-
-</odoo>

account_bank_statement_import_fr_hsbc_card/wizard/__init__.py

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

account_bank_statement_import_fr_hsbc_card/wizard/account_bank_statement_import.py

@@ -1,105 +0,0 @@
-# -*- coding: utf-8 -*-
-# © 2017 Akretion (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-import logging
-import unicodecsv
-from tempfile import TemporaryFile
-from datetime import datetime
-from odoo import models, fields, api, _
-from odoo.exceptions import UserError
-
-_logger = logging.getLogger(__name__)
-
-
-class AccountBankStatementImport(models.TransientModel):
-    _inherit = 'account.bank.statement.import'
-
-    @api.model
-    def _check_hsbc_card_csv(self, data_file):
-        return data_file.strip().startswith(
-            'Titulaire;Division;;Cpt Affaires;Num carte;')
-
-    @api.model
-    def _parse_file(self, data_file):
-        """ Import a file in French HSBC CSV Credit card format"""
-        hsbc_csv = self._check_hsbc_card_csv(data_file)
-        if not hsbc_csv:
-            return super(AccountBankStatementImport, self)._parse_file(
-                data_file)
-        transactions = []
-        fileobj = TemporaryFile('w+')
-        fileobj.write(data_file)
-        fileobj.seek(0)
-        reader = unicodecsv.DictReader(
-            fileobj,
-            fieldnames=[
-                'company', 'division', 'empty', 'account',
-                'card_num', 'title', 'lastname', 'firstname',
-                'op_code', 'seller_type', 'seller', 'date', 'acc_date',
-                'hour', 'city', 'code', 'label', 'local_amount',
-                'local_currency', 'acc_amount', 'acc_currency'],
-            delimiter=';',
-            quoting=unicodecsv.QUOTE_MINIMAL,
-            encoding='latin1')
-        i = 0
-        start_balance = end_balance = 0.0
-        currency_code = 'EUR'
-        account_number = 'HSBC_CARD_EUR'
-        for line in reader:
-            i += 1
-            if i == 1:
-                continue  # skip title line
-            _logger.debug("Line %d: %s" % (i, line))
-            if not line:
-                continue
-            # cleanup
-            for key, value in line.iteritems():
-                line[key] = value and value.strip() or False
-            if not line['date'] or not line['acc_amount']:
-                continue
-            labels = [
-                '%s %s' % (line['firstname'], line['lastname']),
-                '%s (%s)' % (line['seller'], line['seller_type']),
-                line['city']]
-            if line['local_currency'] != currency_code:
-                labels.append(
-                    '%s %s' % (line['local_amount'], line['local_currency']))
-            name = ', '.join(labels)
-            amount = float(
-                line['acc_amount'].replace(',', '.').replace(' ', '')) * -1
-            end_balance += amount
-            date_dt = datetime.strptime(line['date'], '%d/%m/%Y')
-            date_str = fields.Date.to_string(date_dt)
-            if line['acc_currency'] != currency_code:
-                raise UserError(_(
-                    "On line %d of the HSBC CSV file, the column "
-                    "'Dev Cpt Affaires' contains '%s' instead of 'EUR'")
-                    % (line['acc_currency'], i))
-            vals_line = {
-                'date': date_str,
-                'name': name,
-                'ref': False,
-                # unfortunately, I'm obliged to include i in
-                # the unique_import_id, which will disable the auto-delete
-                # of already imported lines. But experice has proven that
-                # Internet payment often have hour=00:00, and it's possible
-                # to have 2 internet payments for the same supplier the same
-                # day with the same amount (e.g. purchase a return ticket)
-                'unique_import_id': '%s-%s-%.2f-%s-%d' % (
-                    date_str, line['hour'], amount, name, i),
-                'amount': amount,
-                'partner_id': False,
-                }
-            transactions.append(vals_line)
-        vals_bank_statement = {
-            'name': _('HSBC Cards'),
-            'balance_start': start_balance,
-            'balance_end_real': end_balance,
-            'transactions': transactions,
-            }
-        fileobj.close()
-        # from pprint import pprint
-        # pprint(vals_bank_statement)
-        return currency_code, account_number, [vals_bank_statement]

account_bank_statement_import_usability/__init__.py

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

account_bank_statement_import_usability/__manifest__.py

@@ -1,29 +0,0 @@
-# -*- coding: utf-8 -*-
-# © 2015-2016 Akretion (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-{
-    'name': 'Account Bank Statement Import Usability',
-    'version': '10.0.0.1.0',
-    'category': 'Accounting & Finance',
-    'license': 'AGPL-3',
-    'summary': 'Small usability enhancements in account_bank_statement_import module',
-    'description': """
-Account Bank Statement Import Usability
-=======================================
-
-This module adds the following changes:
-
-* Works if the bank statement file only contain the account number and not the full IBAN
-
-* remove start balance and end balance (doesn't work with OFX, which is one of the most used file format !)
-
-This module has been written by Alexis de Lattre from Akretion <alexis.delattre@akretion.com>.
-    """,
-    'author': 'Akretion',
-    'website': 'http://www.akretion.com',
-    'depends': ['account_bank_statement_import'],
-    'data': ['account_view.xml'],
-    'installable': True,
-}

account_bank_statement_import_usability/account_bank_statement_import.py

@@ -1,35 +0,0 @@
-# -*- coding: utf-8 -*-
-# © 2015-2016 Akretion (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-from odoo import models, api
-
-
-class AccountBankStatementImport(models.TransientModel):
-    _inherit = 'account.bank.statement.import'
-
-    def _check_journal_bank_account(self, journal, account_number):
-        if account_number in journal.bank_account_id.sanitized_acc_number:
-            return True
-        return False
-
-
-class AccountBankStatement(models.Model):
-    _inherit = 'account.bank.statement'
-
-    # When we use the import of bank statement via files,
-    # the start/end_balance is usually computed from the lines itself
-    # because we don't have the 'real' information in the file
-    # But, in the module account_bank_statement_import, in the method
-    # _create_bank_statement(), the bank statement lines already present in
-    # Odoo are filtered out, but the start/end balance is not adjusted,
-    # so the user has to manually modifiy it the close the bank statement
-    # I think the solution is just to remove the start/end balance system
-    # on the bank statement when we use the file import
-    # This code is present in the 'account' module, but I override it here
-    # and not in account_usability because the users who don't have
-    # account_bank_statement_import may want to keep start/end balance
-    @api.multi
-    def _balance_check(self):
-        return True

account_bank_statement_import_usability/account_view.xml

@@ -1,48 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<!--
-  © 2016 Akretion (http://www.akretion.com/)
-  @author: Alexis de Lattre <alexis.delattre@akretion.com>
-  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
--->
-
-<odoo>
-
-<!--
-  Let's try again to work with balance_start and balance_end_real
-  in v10 to see if we can work with it in v10 or not...
-  If we really can't, I'll re-activate this view inheritance again
-
-<record id="view_bank_statement_form" model="ir.ui.view">
-    <field name="name">bank_statement_import_usability.account.bank.statement.form</field>
-    <field name="model">account.bank.statement</field>
-    <field name="inherit_id" ref="account.view_bank_statement_form"/>
-    <field name="arch" type="xml">
-        <field name="balance_start" position="attributes">
-            <attribute name="invisible">1</attribute>
-        </field>
-        <field name="balance_end_real" position="attributes">
-            <attribute name="invisible">1</attribute>
-        </field>
-    </field>
-</record>
--->
-
-<record id="view_bank_statement_tree" model="ir.ui.view">
-    <field name="name">bank_statement_import_usability.account.bank.statement.tree</field>
-    <field name="model">account.bank.statement</field>
-    <field name="inherit_id" ref="account.view_bank_statement_tree"/>
-    <field name="arch" type="xml">
-        <field name="balance_start" position="attributes">
-            <attribute name="invisible">1</attribute>
-        </field>
-        <field name="balance_end_real" position="attributes">
-            <attribute name="invisible">1</attribute>
-        </field>
-        <tree position="attributes">
-            <attribute name="colors">blue:state=='draft';black:state=='confirm'</attribute>
-        </tree>
-    </field>
-</record>
-
-
-</odoo>

account_bank_statement_no_reconcile_guess/__init__.py

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

account_bank_statement_no_reconcile_guess/__manifest__.py

@@ -1,33 +0,0 @@
-# -*- coding: utf-8 -*-
-# © 2017 Akretion (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-{
-    'name': 'Account Bank Statement No Reconcile Guess',
-    'version': '10.0.1.0.0',
-    'category': 'Accounting & Finance',
-    'license': 'AGPL-3',
-    'summary': "Don't pre-select lines to reconcile in bank statements",
-    'description': """
-Account Bank Statement No Reconcile Guess
-=========================================
-
-Here is a scenario where the "reconcile guess" feature is a problem for the accountant:
-
-1) The accountant imports a large bank statement with 40 bank statement lines.
-2) The "reconcile guess" feature will pre-select reconcile of line X with line 39 of the bank statement. But this guess is a mistake and line X should be reconciled with line 2 of the bank statement.
-=> The accountant will not understand why he can't select line X to be reconciled with line 2 of the bank statement. To be able to reconcile line 2 correctif, he has to:
-3) click several times on the "next page" button to reach line 39 of the bank statement and unselect line X.
-4) Go back to line 2 of the bank statement and now he will be able to select line X.
-
-This module disables the "reconcile guess" feature to avoid this problem.
-
-This module has been written by Alexis de Lattre from Akretion <alexis.delattre@akretion.com>.
-    """,
-    'author': 'Akretion',
-    'website': 'http://www.akretion.com',
-    'depends': ['account'],
-    'data': [],
-    'installable': True,
-}

account_bank_statement_no_reconcile_guess/account.py

@@ -1,14 +0,0 @@
-# -*- coding: utf-8 -*-
-# © 2017 Akretion (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-from odoo import models
-
-
-class AccountBankStatementLine(models.Model):
-    _inherit = 'account.bank.statement.line'
-
-    def get_reconciliation_proposition(self, excluded_ids=None):
-        self.ensure_one()
-        return self.env['account.move.line']

account_credit_control_usability/__init__.py

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

account_credit_control_usability/__manifest__.py

@@ -1,46 +0,0 @@
-# -*- coding: utf-8 -*-
-##############################################################################
-#
-#    Account Credit Control Usability module for Odoo
-#    Copyright (C) 2016 Akretion (http://www.akretion.com)
-#    @author Alexis de Lattre <alexis.delattre@akretion.com>
-#
-#    This program is free software: you can redistribute it and/or modify
-#    it under the terms of the GNU Affero General Public License as
-#    published by the Free Software Foundation, either version 3 of the
-#    License, or (at your option) any later version.
-#
-#    This program is distributed in the hope that it will be useful,
-#    but WITHOUT ANY WARRANTY; without even the implied warranty of
-#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
-#    GNU Affero General Public License for more details.
-#
-#    You should have received a copy of the GNU Affero General Public License
-#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
-#
-##############################################################################
-
-
-{
-    'name': 'Account Credit Control Usability',
-    'version': '0.1',
-    'category': 'Accounting & Finance',
-    'license': 'AGPL-3',
-    'summary': 'Small usability enhancements in account_credit_control module',
-    'description': """
-Account Credit Control Usability
-================================
-
-The usability enhancements include:
-
-* add phone call in the list of channels
-* hide some fields
-
-This module has been written by Alexis de Lattre from Akretion <alexis.delattre@akretion.com>.
-    """,
-    'author': 'Akretion',
-    'website': 'http://www.akretion.com',
-    'depends': ['account_credit_control', 'partner_aged_open_invoices'],
-    'data': ['account_credit_control_view.xml'],
-    'installable': False,
-}

account_credit_control_usability/account_credit_control.py

@@ -1,82 +0,0 @@
-# -*- coding: utf-8 -*-
-##############################################################################
-#
-#    Account Credit Control Usability module for Odoo
-#    Copyright (C) 2016 Akretion (http://www.akretion.com)
-#    @author Alexis de Lattre <alexis.delattre@akretion.com>
-#
-#    This program is free software: you can redistribute it and/or modify
-#    it under the terms of the GNU Affero General Public License as
-#    published by the Free Software Foundation, either version 3 of the
-#    License, or (at your option) any later version.
-#
-#    This program is distributed in the hope that it will be useful,
-#    but WITHOUT ANY WARRANTY; without even the implied warranty of
-#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
-#    GNU Affero General Public License for more details.
-#
-#    You should have received a copy of the GNU Affero General Public License
-#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
-#
-##############################################################################
-
-from openerp import models, fields, api
-
-
-class CreditControlPolicyLevel(models.Model):
-    _inherit = "credit.control.policy.level"
-    _rec_name = 'internal_name'
-
-    channel = fields.Selection(selection_add=[('phone', 'Phone Call')])
-    name = fields.Char(
-        string='Subject',
-        help="Will be displayed in the subject of the emails and in "
-        "the letters")
-    internal_name = fields.Char(string='Internal Name', required=True)
-
-
-class CreditControlLine(models.Model):
-    _inherit = "credit.control.line"
-
-    channel = fields.Selection(selection_add=[('phone', 'Phone Call')])
-    note = fields.Text(string='Notes')
-
-    @api.multi
-    def open_aged_open_invoices_report(self):
-        self.ensure_one()
-        return self.partner_id.open_aged_open_invoices_report()
-
-    @api.multi
-    def go_to_partner_form(self):
-        self.ensure_one()
-        action = self.env['ir.actions.act_window'].for_xml_id(
-            'base', 'action_partner_customer_form')
-        action.update({
-            'view_mode': 'form,kanban,tree',
-            'views': False,
-            'res_id': self.partner_id.id,
-            'context': {},
-        })
-        return action
-
-
-class CreditControlRun(models.Model):
-    _inherit = "credit.control.run"
-
-    date = fields.Date(default=fields.Date.context_today)
-
-
-class ResPartner(models.Model):
-    _inherit = 'res.partner'
-
-    @api.one
-    @api.depends('credit_control_line_ids')
-    def _credit_control_line_count(self):
-        try:
-            self.credit_control_line_count = len(self.credit_control_line_ids)
-        except:
-            self.credit_control_line_count = 0
-
-    credit_control_line_count = fields.Integer(
-        compute='_credit_control_line_count',
-        string="# of Credit Control Lines", readonly=True)

account_credit_control_usability/account_credit_control_view.xml

@@ -1,127 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<openerp>
-<data>
-
-<record id="credit_control_line_tree" model="ir.ui.view">
-    <field name="name">credit_control_usability.credit_control_line_tree</field>
-    <field name="model">credit.control.line</field>
-    <field name="inherit_id" ref="account_credit_control.credit_control_line_tree"/>
-    <field name="arch" type="xml">
-        <field name="account_id" position="attributes">
-            <attribute name="invisible">1</attribute>
-        </field>
-        <field name="move_line_id" position="attributes">
-            <attribute name="invisible">1</attribute>
-        </field>
-        <field name="mail_message_id" position="attributes">
-            <attribute name="invisible">1</attribute>
-        </field>
-        <field name="partner_id" position="after">
-            <button name="go_to_partner_form" type="object"
-                string="Go to Partner" icon="terp-gtk-jump-to-ltr"/>
-            <button name="open_aged_open_invoices_report" type="object"
-                string="Open Aged Open Invoices Report" icon="STOCK_ZOOM_IN"/>
-        </field>
-    </field>
-</record>
-
-<record id="credit_control_line_form" model="ir.ui.view">
-    <field name="name">credit_control_usability.credit_control_line_form</field>
-    <field name="model">credit.control.line</field>
-    <field name="inherit_id" ref="account_credit_control.credit_control_line_form"/>
-    <field name="arch" type="xml">
-        <xpath expr="//field[@name='currency_id']/.." position="after">
-            <group name="note">
-                <field name="note"/>
-            </group>
-        </xpath>
-    </field>
-</record>
-
-<record id="credit_control_policy_form" model="ir.ui.view">
-    <field name="name">credit_control_usability.credit.control.policy.form</field>
-    <field name="model">credit.control.policy</field>
-    <field name="inherit_id" ref="account_credit_control.credit_control_policy_form"/>
-    <field name="arch" type="xml">
-        <xpath expr="//field[@name='level_ids']/tree/field[@name='name']" position="before">
-            <field name="internal_name"/>
-        </xpath>
-        <xpath expr="//field[@name='level_ids']/form//field[@name='name']" position="replace">
-            <group name="level-main">
-
-                <field name="internal_name"/>
-                <field name="name"/>
-            </group>
-        </xpath>
-    </field>
-</record>
-
-<record id="credit_mangement_policy_level_form" model="ir.ui.view">
-    <field name="name">credit_control_usability.credit.control.policy.level.form</field>
-    <field name="model">credit.control.policy.level</field>
-    <field name="inherit_id" ref="account_credit_control.credit_mangement_policy_level_form"/>
-    <field name="arch" type="xml">
-        <field name="name" position="before">
-            <field name="internal_name"/>
-        </field>
-    </field>
-</record>
-
-<record id="credit_control_policy_level_tree" model="ir.ui.view">
-    <field name="name">credit_control_usability.credit.control.policy.level.tree</field>
-    <field name="model">credit.control.policy.level</field>
-    <field name="inherit_id" ref="account_credit_control.credit_control_policy_level_tree"/>
-    <field name="arch" type="xml">
-        <field name="name" position="before">
-            <field name="internal_name"/>
-        </field>
-    </field>
-</record>
-
-<record id="credit_control_line_search" model="ir.ui.view">
-    <field name="name">credit_control_usability.credit_control_line_search</field>
-    <field name="model">credit.control.line</field>
-    <field name="inherit_id" ref="account_credit_control.credit_control_line_search"/>
-    <field name="arch" type="xml">
-        <filter name="filter_manual" position="after">
-            <filter name="phone" string="Phone Call" domain="[('channel', '=', 'phone')]"/>
-            <filter name="letter" string="Letter" domain="[('channel', '=', 'letter')]"/>
-            <filter name="email" string="Email" domain="[('channel', '=', 'email')]"/>
-        </filter>
-    </field>
-</record>
-
-
-<record id="partner_credit_control_line_action" model="ir.actions.act_window">
-    <field name="name">Credit Control Lines</field>
-    <field name="res_model">credit.control.line</field>
-    <field name="view_mode">tree,form</field>
-    <field name="context">{'search_default_partner_id': active_id}</field>
-</record>
-
-<record id="view_partner_form" model="ir.ui.view">
-    <field name="name">account_credit_control_usability.button.res.partner.form</field>
-    <field name="model">res.partner</field>
-    <field name="inherit_id" ref="base.view_partner_form" />
-    <field name="arch" type="xml">
-        <xpath expr="//div[@name='buttons']" position="inside">
-            <button class="oe_inline oe_stat_button" type="action"
-                name="%(partner_credit_control_line_action)d"
-                attrs="{'invisible': [('customer', '=', False)]}"
-                icon="fa-gavel">
-                <field string="Credit Control"
-                    name="credit_control_line_count" widget="statinfo"/>
-            </button>
-        </xpath>
-    </field>
-</record>
-
-<!-- rapport -->
-<template id="report_credit_control_summary_document" inherit_id="account_credit_control.report_credit_control_summary_document">
-    <xpath expr="//span[@t-field='l.amount_due']" position="attributes">
-        <attribute name="t-field-options">{"widget": "monetary", "display_currency": "l.currency_id or l.company_id.currency_id"}</attribute>
-    </xpath>
-</template>
-
-</data>
-</openerp>

account_cutoff_accrual_picking_ods/__init__.py

@@ -1 +0,0 @@
-# -*- coding: utf-8 -*-

account_cutoff_accrual_picking_ods/__manifest__.py

@@ -1,24 +0,0 @@
-# -*- coding: utf-8 -*-
-# © 2016 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-{
-    'name': 'Account Cutoff Accrual Picking ODS',
-    'version': '8.0.0.1.0',
-    'category': 'Tools',
-    'license': 'AGPL-3',
-    'summary': 'Adds an Aeroo ODS report on cutoff accrual',
-    'description': """
-Account Cutoff Accrual Picking ODS
-==================================
-
-This module will add an Aeroo ODS report on Accrued Revenue and Accrued Expense.
-
-This module has been written by Alexis de Lattre from Akretion <alexis.delattre@akretion.com>.
-    """,
-    'author': "Akretion",
-    'website': 'http://www.akretion.com',
-    'depends': ['account_cutoff_accrual_picking', 'report_aeroo'],
-    'data': ['report.xml'],
-    'installable': False,
-}

account_cutoff_accrual_picking_ods/report.xml

@@ -1,27 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<openerp>
-<data>
-
-
-<record id="account_cutoff_accrual_picking_ods" model="ir.actions.report.xml">
-    <field name="name">Cutoff Accrual ODS</field>
-    <field name="model">account.cutoff</field>
-    <field name="report_name">account.cutoff.accrual.picking.ods</field>
-    <field name="report_type">aeroo</field>
-    <field name="in_format">oo-ods</field>
-    <field name="report_rml">account_cutoff_accrual_picking_ods/cutoff_accrual.ods</field>
-    <field name="parser_state">default</field>
-    <field name="tml_source">file</field>
-    <field name="out_format" ref="report_aeroo.report_mimetypes_ods_ods"/>
-</record>
-
-<record id="account_cutoff_accrual_picking_ods_button" model="ir.values">
-    <field name="name">Cutoff Accrual ODS</field>
-    <field name="model">account.cutoff</field>
-    <field name="key2">client_print_multi</field>
-    <field name="value" eval="'ir.actions.report.xml,%d'%account_cutoff_accrual_picking_ods"/>
-</record>
-
-
-</data>
-</openerp>

account_cutoff_prepaid_ods/__init__.py

@@ -1 +0,0 @@
-# -*- coding: utf-8 -*-

account_cutoff_prepaid_ods/__manifest__.py

@@ -1,43 +0,0 @@
-# -*- coding: utf-8 -*-
-##############################################################################
-#
-#    Account Cutoff Prepaid ODS module for Odoo
-#    Copyright (C) 2016 Akretion (http://www.akretion.com)
-#    @author Alexis de Lattre <alexis.delattre@akretion.com>
-#
-#    This program is free software: you can redistribute it and/or modify
-#    it under the terms of the GNU Affero General Public License as
-#    published by the Free Software Foundation, either version 3 of the
-#    License, or (at your option) any later version.
-#
-#    This program is distributed in the hope that it will be useful,
-#    but WITHOUT ANY WARRANTY; without even the implied warranty of
-#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
-#    GNU Affero General Public License for more details.
-#
-#    You should have received a copy of the GNU Affero General Public License
-#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
-#
-##############################################################################
-
-
-{
-    'name': 'Account Cutoff Prepaid ODS',
-    'version': '8.0.0.1.0',
-    'category': 'Tools',
-    'license': 'AGPL-3',
-    'summary': 'Adds an Aeroo ODS report on cutoff prepaid',
-    'description': """
-Account Cutoff Prepaid ODS
-===========================
-
-This module will add an Aeroo ODS report on Prepaid Revenue and Prepaid Expense.
-
-This module has been written by Alexis de Lattre from Akretion <alexis.delattre@akretion.com>.
-    """,
-    'author': "Akretion",
-    'website': 'http://www.akretion.com',
-    'depends': ['account_cutoff_prepaid', 'report_aeroo'],
-    'data': ['report.xml'],
-    'installable': False,
-}

account_cutoff_prepaid_ods/report.xml

@@ -1,27 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<openerp>
-<data>
-
-
-<record id="account_cutoff_prepaid_ods" model="ir.actions.report.xml">
-    <field name="name">Cutoff Prepaid ODS</field>
-    <field name="model">account.cutoff</field>
-    <field name="report_name">account.cutoff.prepaid.ods</field>
-    <field name="report_type">aeroo</field>
-    <field name="in_format">oo-ods</field>
-    <field name="report_rml">account_cutoff_prepaid_ods/cutoff_prepaid.ods</field>
-    <field name="parser_state">default</field>
-    <field name="tml_source">file</field>
-    <field name="out_format" ref="report_aeroo.report_mimetypes_ods_ods"/>
-</record>
-
-<record id="account_cutoff_prepaid_ods_button" model="ir.values">
-    <field name="name">Cutoff Prepaid ODS</field>
-    <field name="model">account.cutoff</field>
-    <field name="key2">client_print_multi</field>
-    <field name="value" eval="'ir.actions.report.xml,%d'%account_cutoff_prepaid_ods"/>
-</record>
-
-
-</data>
-</openerp>

account_direct_debit_autogenerate/__init__.py

@@ -1,24 +0,0 @@
-# -*- encoding: utf-8 -*-
-##############################################################################
-#
-#    Account Direct Debit Autogenerate module for Odoo
-#    Copyright (C) 2015 Akretion (http://www.akretion.com)
-#    @author Alexis de Lattre <alexis.delattre@akretion.com>
-#
-#    This program is free software: you can redistribute it and/or modify
-#    it under the terms of the GNU Affero General Public License as
-#    published by the Free Software Foundation, either version 3 of the
-#    License, or (at your option) any later version.
-#
-#    This program is distributed in the hope that it will be useful,
-#    but WITHOUT ANY WARRANTY; without even the implied warranty of
-#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
-#    GNU Affero General Public License for more details.
-#
-#    You should have received a copy of the GNU Affero General Public License
-#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
-#
-##############################################################################
-
-
-from . import account_invoice

account_direct_debit_autogenerate/__manifest__.py

@@ -1,47 +0,0 @@
-# -*- encoding: utf-8 -*-
-##############################################################################
-#
-#    Account Direct Debit Autogenerate module for Odoo
-#    Copyright (C) 2015 Akretion (http://www.akretion.com)
-#    @author Alexis de Lattre <alexis.delattre@akretion.com>
-#
-#    This program is free software: you can redistribute it and/or modify
-#    it under the terms of the GNU Affero General Public License as
-#    published by the Free Software Foundation, either version 3 of the
-#    License, or (at your option) any later version.
-#
-#    This program is distributed in the hope that it will be useful,
-#    but WITHOUT ANY WARRANTY; without even the implied warranty of
-#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
-#    GNU Affero General Public License for more details.
-#
-#    You should have received a copy of the GNU Affero General Public License
-#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
-#
-##############################################################################
-
-
-{
-    'name': 'Account Direct Debit Autogenerate',
-    'version': '0.1',
-    'category': 'Accounting & Finance',
-    'license': 'AGPL-3',
-    'summary': 'Auto-generate direct debit order on invoice validation',
-    'description': """
-Account Direct Debit Autogenerate
-=================================
-
-With this module, when you validate a customer invoice whose payment mode is SEPA Direct Debit :
-
-* if a draft Direct Debit order for SEPA Direct Debit already exists, a new payment line is added to it for the invoice,
-
-* otherwise, a new SEPA Direct Debit order is created for this invoice.
-
-This module has been written by Alexis de Lattre from Akretion <alexis.delattre@akretion.com>.
-    """,
-    'author': 'Akretion',
-    'website': 'http://www.akretion.com',
-    'depends': ['account_banking_sepa_direct_debit', 'account_payment_partner'],
-    'data': [],
-    'installable': False,
-}

account_direct_debit_autogenerate/account_invoice.py

@@ -1,107 +0,0 @@
-# -*- encoding: utf-8 -*-
-##############################################################################
-#
-#    Account Direct Debit Autogenerate module for Odoo
-#    Copyright (C) 2015 Akretion (www.akretion.com)
-#    @author Alexis de Lattre <alexis.delattre@akretion.com>
-#
-#    This program is free software: you can redistribute it and/or modify
-#    it under the terms of the GNU Affero General Public License as
-#    published by the Free Software Foundation, either version 3 of the
-#    License, or (at your option) any later version.
-#
-#    This program is distributed in the hope that it will be useful,
-#    but WITHOUT ANY WARRANTY; without even the implied warranty of
-#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
-#    GNU Affero General Public License for more details.
-#
-#    You should have received a copy of the GNU Affero General Public License
-#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
-#
-##############################################################################
-
-from openerp import models, api, _
-from openerp.exceptions import Warning
-import logging
-
-logger = logging.getLogger(__name__)
-
-
-class AccountInvoice(models.Model):
-    _inherit = 'account.invoice'
-
-    @api.model
-    def _prepare_payment_order(self, invoice):
-        vals = {
-            'mode': invoice.payment_mode_id.id,
-            'payment_order_type': 'debit',
-            }
-        return vals
-
-    @api.model
-    def _prepare_payment_line(self, move_line, payment_order):
-        assert move_line.invoice, 'The move line must be linked to an invoice'
-        if not move_line.invoice.mandate_id:
-            raise Warning(
-                _('Missing Mandate on Invoice %s') % move_line.invoice.number)
-        vals = {
-            'order_id': payment_order.id,
-            'move_line_id': move_line.id,
-            'partner_id': move_line.partner_id.id,
-            'amount_currency': move_line.debit,
-            'communication': move_line.invoice.number.replace('/', ''),
-            'state': 'structured',
-            'date': move_line.date_maturity,
-            'currency': move_line.invoice.currency_id.id,
-            'mandate_id': move_line.invoice.mandate_id.id,
-            'bank_id': move_line.invoice.mandate_id.partner_bank_id.id,
-            }
-        return vals
-
-    @api.multi
-    def invoice_validate(self):
-        '''Create Direct debit payment order on invoice validation or update
-        an existing draft Direct Debit pay order'''
-        res = super(AccountInvoice, self).invoice_validate()
-        poo = self.env['payment.order']
-        plo = self.env['payment.line']
-        for invoice in self:
-            if (
-                    invoice.type == 'out_invoice'
-                    and invoice.payment_mode_id
-                    and invoice.payment_mode_id.type
-                    and invoice.payment_mode_id.type.code
-                    and invoice.payment_mode_id.type.code.
-                    startswith('pain.008.001.')):
-                payorders = poo.search([
-                    ('state', '=', 'draft'),
-                    ('payment_order_type', '=', 'debit'),
-                    ('mode', '=', invoice.payment_mode_id.id),
-                    # mode is attached to company
-                    ])
-                if payorders:
-                    payorder = payorders[0]
-                    payorder_type = _('existing')
-                else:
-                    payorder_vals = self._prepare_payment_order(invoice)
-                    payorder = poo.create(payorder_vals)
-                    payorder_type = _('new')
-                    logger.info(
-                        'New Direct Debit Order created %s'
-                        % payorder.reference)
-                move_lines = [
-                    line for line in invoice.move_id.line_id
-                    if line.account_id == invoice.account_id]
-                for move_line in move_lines:
-                    if not invoice.mandate_id:
-                        raise Warning(
-                            _("Missing Mandate on invoice %s")
-                            % invoice.number)
-                    # add payment line
-                    pl_vals = self._prepare_payment_line(move_line, payorder)
-                    pl = plo.create(pl_vals)
-                    invoice.message_post(
-                        _("A new payment line %s has been automatically "
-                            "created on the %s direct debit order %s")
-                        % (pl.name, payorder_type, payorder.reference))
-        return res

account_financial_report_qweb_usability/__init__.py

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

account_financial_report_qweb_usability/__manifest__.py

@@ -1,30 +0,0 @@
-# -*- coding: utf-8 -*-
-# © 2015-2016 Akretion (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-{
-    'name': 'Account Financial Report Qweb Usability',
-    'version': '10.0.1.0.0',
-    'category': 'Accounting & Finance',
-    'license': 'AGPL-3',
-    'summary': 'Small usability enhancements in account_financial_report_qweb module',
-    'description': """
-Account Financial Report Usability
-==================================
-
-The usability enhancements include:
-TODO
-
-This module has been written by Alexis de Lattre from Akretion <alexis.delattre@akretion.com>.
-    """,
-    'author': 'Akretion',
-    'website': 'http://www.akretion.com',
-    'depends': [
-        'account_financial_report_qweb',
-        ],
-    'data': [
-        'views/reports.xml',
-        'views/layouts.xml',],
-    'installable': True,
-}

account_financial_report_qweb_usability/static/src/css/reports.css

@@ -1,3 +0,0 @@
-.list_table, .data_table, .totals_table, .list_table .act_as_row {
-    font-size:15px;
-}

account_financial_report_qweb_usability/views/layouts.xml

@@ -1,8 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-    <template id="assets_specific" inherit_id="account_financial_report_qweb.assets_specific">
-        <xpath expr="." position="inside">
-            <link href="/account_financial_report_qweb_usability/static/src/css/reports.css" rel="stylesheet"/>
-        </xpath>
-    </template>
-</odoo>

account_financial_report_qweb_usability/views/reports.xml

@@ -1,32 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<odoo>
-
-    <record id="report_qweb_paperformat_horizontal" model="report.paperformat">
-        <field name="name">Account financial report qweb horizontal paperformat</field>
-        <field name="default" eval="True"/>
-        <field name="format">custom</field>
-        <field name="page_height">297</field>
-        <field name="page_width">210</field>
-        <field name="orientation">Landscape</field>
-        <field name="margin_top">12</field>
-        <field name="margin_bottom">8</field>
-        <field name="margin_left">5</field>
-        <field name="margin_right">5</field>
-        <field name="header_line" eval="False"/>
-        <field name="header_spacing">10</field>
-        <field name="dpi">110</field>
-    </record>
-
-    <record id="account_financial_report_qweb.action_report_general_ledger_qweb" model="ir.actions.report.xml">
-        <field name="paperformat_id" ref="report_qweb_paperformat_horizontal"/>
-    </record>
-
-    <record id="account_financial_report_qweb.action_report_journal_qweb" model="ir.actions.report.xml">
-        <field name="paperformat_id" ref="report_qweb_paperformat_horizontal"/>
-    </record>
-
-    <record id="account_financial_report_qweb.action_report_open_items_qweb" model="ir.actions.report.xml">
-        <field name="paperformat_id" ref="report_qweb_paperformat_horizontal"/>
-    </record>
-
-</odoo>

account_financial_report_qweb_usability/wizard/__init__.py

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

account_financial_report_qweb_usability/wizard/general_ledger_wizard.py

@@ -1,16 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2019 Akretion France (http://www.akretion.com/)
-# @author: Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-from odoo import fields, models
-
-
-class GeneralLedgerReportWizard(models.TransientModel):
-    _inherit = 'general.ledger.report.wizard'
-
-    foreign_currency = fields.Boolean(default=False)
-
-    def onchange_partner_ids(self):
-        # Neutralize native onchange method
-        return

account_financial_report_qweb_usability/wizard/open_items_wizard.py

@@ -1,12 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2019 Akretion France (http://www.akretion.com/)
-# @author: Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-from odoo import fields, models
-
-
-class OpenItemsReportWizard(models.TransientModel):
-    _inherit = "open.items.report.wizard"
-
-    foreign_currency = fields.Boolean(default=False)

account_fiscal_position_payable_receivable/__init__.py

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

account_fiscal_position_payable_receivable/__manifest__.py

@@ -1,14 +1,13 @@
-# -*- coding: utf-8 -*-
 # © 2016-2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
 {
-    'name': 'Account Fiscal Position Payable Receivable',
-    'version': '10.0.1.0.0',
-    'category': 'Accounting & Finance',
-    'license': 'AGPL-3',
-    'summary': 'Configure payable/receivable accounts on fiscal positions',
-    'description': """
+    "name": "Account Fiscal Position Payable Receivable",
+    "version": "12.0.1.0.0",
+    "category": "Accounting & Finance",
+    "license": "AGPL-3",
+    "summary": "Configure payable/receivable accounts on fiscal positions",
+    "description": """
 Account Fiscal Position Payable Receivable
 ==========================================
 
@@ -16,11 +15,9 @@ This module allows to configure a special *Partner Receivable Account* and a spe
 
 This module has been written by Alexis de Lattre from Akretion <alexis.delattre@akretion.com>.
     """,
-    'author': "Akretion",
-    'website': 'http://www.akretion.com',
-    'depends': ['account'],
-    'data': [
-        'account_fiscal_position_view.xml',
-    ],
-    'installable': True,
+    "author": "Akretion",
+    "website": "http://www.akretion.com",
+    "depends": ["account"],
+    "data": ["views/account_fiscal_position_view.xml"],
+    "installable": False,
 }

account_fiscal_position_payable_receivable/account_fiscal_position.py

@@ -1,35 +0,0 @@
-# -*- coding: utf-8 -*-
-# © 2016-2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-from odoo import models, fields, api
-
-
-class AccountFiscalPosition(models.Model):
-    _inherit = 'account.fiscal.position'
-
-    receivable_account_id = fields.Many2one(
-        'account.account', string='Partner Receivable Account',
-        company_dependent=True, domain=[('internal_type', '=', 'receivable')])
-    payable_account_id = fields.Many2one(
-        'account.account', string='Partner Payable Account',
-        company_dependent=True, domain=[('internal_type', '=', 'payable')])
-
-
-class ResPartner(models.Model):
-    _inherit = 'res.partner'
-
-    @api.onchange('property_account_position_id')
-    def fiscal_position_receivable_payable_change(self):
-        fp = self.property_account_position_id
-        ipo = self.env['ir.property']
-        if fp.receivable_account_id:
-            self.property_account_receivable_id = fp.receivable_account_id
-        else:
-            self.property_account_receivable_id = ipo.get(
-                'property_account_receivable_id', 'res.partner')
-        if fp.payable_account_id:
-            self.property_account_payable_id = fp.payable_account_id
-        else:
-            self.property_account_payable_id = ipo.get(
-                'property_account_payable_id', 'res.partner')

account_fiscal_position_payable_receivable/models/__init__.py

@@ -0,0 +1,2 @@
+from . import account_fiscal_position
+from . import res_partner

account_fiscal_position_payable_receivable/models/account_fiscal_position.py

@@ -0,0 +1,21 @@
+# © 2016-2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields
+
+
+class AccountFiscalPosition(models.Model):
+    _inherit = "account.fiscal.position"
+
+    receivable_account_id = fields.Many2one(
+        "account.account",
+        string="Partner Receivable Account",
+        company_dependent=True,
+        domain=[("internal_type", "=", "receivable")],
+    )
+    payable_account_id = fields.Many2one(
+        "account.account",
+        string="Partner Payable Account",
+        company_dependent=True,
+        domain=[("internal_type", "=", "payable")],
+    )

account_fiscal_position_payable_receivable/models/res_partner.py

@@ -0,0 +1,25 @@
+# © 2016-2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, api
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    @api.onchange("property_account_position_id")
+    def fiscal_position_receivable_payable_change(self):
+        fp = self.property_account_position_id
+        ipo = self.env["ir.property"]
+        if fp.receivable_account_id:
+            self.property_account_receivable_id = fp.receivable_account_id
+        else:
+            self.property_account_receivable_id = ipo.get(
+                "property_account_receivable_id", "res.partner"
+            )
+        if fp.payable_account_id:
+            self.property_account_payable_id = fp.payable_account_id
+        else:
+            self.property_account_payable_id = ipo.get(
+                "property_account_payable_id", "res.partner"
+            )

account_invoice_margin/__init__.py

@@ -1,4 +1 @@
-# -*- coding: utf-8 -*-
-
-from . import account_invoice
-from . import account_invoice_report
+from . import models

account_invoice_margin/__manifest__.py

@@ -1,11 +1,11 @@
-# -*- coding: utf-8 -*-
-# © 2015-2017 Akretion (http://www.akretion.com)
+# Copyright 2015-2019 Akretion France (http://www.akretion.com)
 # @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
 {
     'name': 'Account Invoice Margin',
-    'version': '10.0.1.0.0',
-    'category': 'Accounting & Finance',
+    'version': '14.0.1.0.0',
+    'category': 'Invoicing Management',
     'license': 'AGPL-3',
     'summary': 'Copy standard price on invoice line and compute margins',
     'description': """
@@ -15,10 +15,10 @@ This module has been written by Alexis de Lattre from Akretion
 <alexis.delattre@akretion.com>.
     """,
     'author': 'Akretion',
-    'website': 'http://www.akretion.com',
+    'website': 'https://github.com/akretion/odoo-usability',
     'depends': ['account'],
     'data': [
-        'account_invoice_view.xml',
+        'views/account_move.xml',
     ],
     'installable': True,
 }

account_invoice_margin/account_invoice.py

@@ -1,150 +0,0 @@
-# -*- coding: utf-8 -*-
-# © 2015-2017 Akretion (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-from odoo import models, fields, api
-import odoo.addons.decimal_precision as dp
-
-
-class AccountInvoiceLine(models.Model):
-    _inherit = 'account.invoice.line'
-
-    standard_price_company_currency = fields.Float(
-        string='Cost Price in Company Currency', readonly=True,
-        digits=dp.get_precision('Product Price'),
-        help="Cost price in company currency in the unit of measure "
-        "of the invoice line (which may be different from the unit "
-        "of measure of the product).")
-    standard_price_invoice_currency = fields.Float(
-        string='Cost Price in Invoice Currency', readonly=True,
-        compute='_compute_margin', store=True,
-        digits=dp.get_precision('Product Price'),
-        help="Cost price in invoice currency in the unit of measure "
-        "of the invoice line")
-    margin_invoice_currency = fields.Monetary(
-        string='Margin in Invoice Currency', readonly=True, store=True,
-        compute='_compute_margin', currency_field='currency_id')
-    margin_company_currency = fields.Monetary(
-        string='Margin in Company Currency', readonly=True, store=True,
-        compute='_compute_margin', currency_field='company_currency_id')
-    margin_rate = fields.Float(
-        string="Margin Rate", readonly=True, store=True,
-        compute='_compute_margin',
-        digits=(16, 2), help="Margin rate in percentage of the sale price")
-
-    @api.depends(
-        'standard_price_company_currency', 'invoice_id.currency_id',
-        'invoice_id.type', 'invoice_id.company_id',
-        'invoice_id.date_invoice', 'quantity', 'price_subtotal')
-    def _compute_margin(self):
-        for il in self:
-            standard_price_inv_cur = 0.0
-            margin_inv_cur = 0.0
-            margin_comp_cur = 0.0
-            margin_rate = 0.0
-            inv = il.invoice_id
-            if inv and inv.type in ('out_invoice', 'out_refund'):
-                # it works in _get_current_rate
-                # even if we set date = False in context
-                # standard_price_inv_cur is in the UoM of the invoice line
-                standard_price_inv_cur =\
-                    inv.company_id.currency_id.with_context(
-                        date=inv.date_invoice).compute(
-                            il.standard_price_company_currency,
-                            inv.currency_id)
-                margin_inv_cur =\
-                    il.price_subtotal - il.quantity * standard_price_inv_cur
-                margin_comp_cur = inv.currency_id.with_context(
-                    date=inv.date_invoice).compute(
-                        margin_inv_cur, inv.company_id.currency_id)
-                if il.price_subtotal:
-                    margin_rate = 100 * margin_inv_cur / il.price_subtotal
-                # for a refund, margin should be negative
-                # but margin rate should stay positive
-                if inv.type == 'out_refund':
-                    margin_inv_cur *= -1
-                    margin_comp_cur *= -1
-            il.standard_price_invoice_currency = standard_price_inv_cur
-            il.margin_invoice_currency = margin_inv_cur
-            il.margin_company_currency = margin_comp_cur
-            il.margin_rate = margin_rate
-
-    # We want to copy standard_price on invoice line for customer
-    # invoice/refunds. We can't do that via on_change of product_id,
-    # because it is not always played when invoice is created from code
-    # => we inherit write/create
-    # We write standard_price_company_currency even on supplier invoice/refunds
-    # because we don't have access to the 'type' of the invoice
-    @api.model
-    def create(self, vals):
-        if vals.get('product_id'):
-            pp = self.env['product.product'].browse(vals['product_id'])
-            std_price = pp.standard_price
-            inv_uom_id = vals.get('uom_id')
-            if inv_uom_id and inv_uom_id != pp.uom_id.id:
-                inv_uom = self.env['product.uom'].browse(inv_uom_id)
-                std_price = pp.uom_id._compute_price(
-                    std_price, inv_uom)
-            vals['standard_price_company_currency'] = std_price
-        return super(AccountInvoiceLine, self).create(vals)
-
-    @api.multi
-    def write(self, vals):
-        if not vals:
-            vals = {}
-        if 'product_id' in vals or 'uom_id' in vals:
-            for il in self:
-                if 'product_id' in vals:
-                    if vals.get('product_id'):
-                        pp = self.env['product.product'].browse(
-                            vals['product_id'])
-                    else:
-                        pp = False
-                else:
-                    pp = il.product_id or False
-                # uom_id is NOT a required field
-                if 'uom_id' in vals:
-                    if vals.get('uom_id'):
-                        inv_uom = self.env['product.uom'].browse(
-                            vals['uom_id'])
-                    else:
-                        inv_uom = False
-                else:
-                    inv_uom = il.uom_id or False
-                std_price = 0.0
-                if pp:
-                    std_price = pp.standard_price
-                    if inv_uom and inv_uom != pp.uom_id:
-                        std_price = pp.uom_id._compute_price(
-                            std_price, inv_uom)
-                il.write({'standard_price_company_currency': std_price})
-        return super(AccountInvoiceLine, self).write(vals)
-
-
-class AccountInvoice(models.Model):
-    _inherit = 'account.invoice'
-
-    margin_invoice_currency = fields.Monetary(
-        string='Margin in Invoice Currency',
-        readonly=True, compute='_compute_margin', store=True,
-        currency_field='currency_id')
-    margin_company_currency = fields.Monetary(
-        string='Margin in Company Currency',
-        readonly=True, compute='_compute_margin', store=True,
-        currency_field='company_currency_id')
-
-    @api.depends(
-        'type',
-        'invoice_line_ids.margin_invoice_currency',
-        'invoice_line_ids.margin_company_currency')
-    def _compute_margin(self):
-        for inv in self:
-            margin_inv_cur = 0.0
-            margin_comp_cur = 0.0
-            if inv.type in ('out_invoice', 'out_refund'):
-                for il in inv.invoice_line_ids:
-                    margin_inv_cur += il.margin_invoice_currency
-                    margin_comp_cur += il.margin_company_currency
-            inv.margin_invoice_currency = margin_inv_cur
-            inv.margin_company_currency = margin_comp_cur

account_invoice_margin/account_invoice_report.py

@@ -1,62 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2018 Akretion (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-from odoo import models, fields, api
-
-
-class AccountInvoiceReport(models.Model):
-    _inherit = 'account.invoice.report'
-
-    margin = fields.Float(string='Margin', readonly=True)
-    # why digits=0 ??? Why is it like that in the native "account" module
-    user_currency_margin = fields.Float(
-        string="Margin", compute='_compute_user_currency_margin', digits=0)
-
-    _depends = {
-        'account.invoice': [
-            'account_id', 'amount_total_company_signed',
-            'commercial_partner_id', 'company_id',
-            'currency_id', 'date_due', 'date_invoice', 'fiscal_position_id',
-            'journal_id', 'partner_bank_id', 'partner_id', 'payment_term_id',
-            'residual', 'state', 'type', 'user_id',
-        ],
-        'account.invoice.line': [
-            'account_id', 'invoice_id', 'price_subtotal', 'product_id',
-            'quantity', 'uom_id', 'account_analytic_id',
-            'margin_company_currency',
-        ],
-        'product.product': ['product_tmpl_id'],
-        'product.template': ['categ_id'],
-        'product.uom': ['category_id', 'factor', 'name', 'uom_type'],
-        'res.currency.rate': ['currency_id', 'name'],
-        'res.partner': ['country_id'],
-    }
-
-    @api.depends('currency_id', 'date', 'margin')
-    def _compute_user_currency_margin(self):
-        context = dict(self._context or {})
-        user_currency_id = self.env.user.company_id.currency_id
-        currency_rate_id = self.env['res.currency.rate'].search([
-            ('rate', '=', 1),
-            '|',
-            ('company_id', '=', self.env.user.company_id.id),
-            ('company_id', '=', False)], limit=1)
-        base_currency_id = currency_rate_id.currency_id
-        ctx = context.copy()
-        for record in self:
-            ctx['date'] = record.date
-            record.user_currency_margin = base_currency_id.with_context(
-                ctx).compute(record.margin, user_currency_id)
-
-    # TODO check for refunds
-    def _sub_select(self):
-        select_str = super(AccountInvoiceReport, self)._sub_select()
-        select_str += ", SUM(ail.margin_company_currency) AS margin"
-        return select_str
-
-    def _select(self):
-        select_str = super(AccountInvoiceReport, self)._select()
-        select_str += ", sub.margin AS margin"
-        return select_str

account_invoice_margin/account_invoice_view.xml

@@ -1,49 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<!--
-  © 2015-2017 Akretion (http://www.akretion.com/)
-  @author: Alexis de Lattre <alexis.delattre@akretion.com>
-  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
--->
-
-<odoo>
-
-<record id="view_invoice_line_form" model="ir.ui.view">
-    <field name="name">margin.account.invoice.line.form</field>
-    <field name="model">account.invoice.line</field>
-    <field name="inherit_id" ref="account.view_invoice_line_form"/>
-    <field name="arch" type="xml">
-        <field name="company_id" position="after">
-            <field name="standard_price_company_currency"
-                groups="base.group_no_one"/>
-            <field name="standard_price_invoice_currency"
-                widget="monetary"
-                options="{'currency_field': 'currency_id'}"
-                groups="base.group_no_one"/>
-            <field name="margin_invoice_currency"
-                groups="base.group_no_one"/>
-            <field name="margin_company_currency"
-                groups="base.group_no_one"/>
-            <label for="margin_rate" groups="base.group_no_one"/>
-            <div name="margin_rate" groups="base.group_no_one">
-                <field name="margin_rate" class="oe_inline"/> %
-            </div>
-        </field>
-    </field>
-</record>
-
-<record id="invoice_form" model="ir.ui.view">
-    <field name="name">margin.account.invoice.form</field>
-    <field name="model">account.invoice</field>
-    <field name="inherit_id" ref="account.invoice_form"/>
-    <field name="arch" type="xml">
-        <field name="move_id" position="after">
-            <field name="margin_invoice_currency"
-                string="Margin" groups="base.group_no_one"/>
-            <field name="margin_company_currency"
-                groups="base.group_no_one"/>
-        </field>
-    </field>
-</record>
-
-
-</odoo>

account_invoice_margin/models/__init__.py

@@ -0,0 +1,2 @@
+from . import account_move
+from . import account_invoice_report

account_invoice_margin/models/account_invoice_report.py

@@ -0,0 +1,36 @@
+# Copyright 2018-2019 Akretion France (http://www.akretion.com)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AccountInvoiceReport(models.Model):
+    _inherit = 'account.invoice.report'
+
+    margin = fields.Float(string='Margin', readonly=True)
+
+    # added margin_company_currency on account.move.line
+    _depends = {
+        'account.move': [
+            'name', 'state', 'move_type', 'partner_id', 'invoice_user_id', 'fiscal_position_id',
+            'invoice_date', 'invoice_date_due', 'invoice_payment_term_id', 'partner_bank_id',
+        ],
+        'account.move.line': [
+            'quantity', 'price_subtotal', 'amount_residual', 'balance', 'amount_currency',
+            'move_id', 'product_id', 'product_uom_id', 'account_id', 'analytic_account_id',
+            'journal_id', 'company_id', 'currency_id', 'partner_id',
+            'margin_company_currency',
+        ],
+        'product.product': ['product_tmpl_id'],
+        'product.template': ['categ_id'],
+        'uom.uom': ['category_id', 'factor', 'name', 'uom_type'],
+        'res.currency.rate': ['currency_id', 'name'],
+        'res.partner': ['country_id'],
+    }
+
+    @api.model
+    def _select(self):
+        select_str = super()._select()
+        select_str += ", line.margin_company_currency * currency_table.rate AS margin"
+        return select_str

account_invoice_margin/models/account_move.py

@@ -0,0 +1,155 @@
+# Copyright 2015-2021 Akretion France (http://www.akretion.com)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AccountMoveLine(models.Model):
+    _inherit = 'account.move.line'
+
+    standard_price_company_currency = fields.Float(
+        string='Unit Cost Price in Company Currency', readonly=True,
+        digits='Product Price',
+        help="Unit Cost price in company currency in the unit of measure "
+        "of the invoice line (which may be different from the unit "
+        "of measure of the product).")
+    standard_price_invoice_currency = fields.Float(
+        string='Unit Cost Price in Invoice Currency',
+        compute='_compute_margin', store=True, digits='Product Price',
+        help="Unit Cost price in invoice currency in the unit of measure "
+        "of the invoice line.")
+    margin_invoice_currency = fields.Monetary(
+        string='Margin in Invoice Currency', store=True,
+        compute='_compute_margin', currency_field='currency_id')
+    margin_company_currency = fields.Monetary(
+        string='Margin in Company Currency', store=True,
+        compute='_compute_margin', currency_field='company_currency_id')
+    margin_rate = fields.Float(
+        string="Margin Rate", readonly=True, store=True,
+        compute='_compute_margin',
+        digits=(16, 2), help="Margin rate in percentage of the sale price")
+
+    @api.depends(
+        'standard_price_company_currency', 'move_id.currency_id',
+        'move_id.move_type', 'move_id.company_id',
+        'move_id.invoice_date', 'quantity', 'price_subtotal')
+    def _compute_margin(self):
+        for ml in self:
+            standard_price_inv_cur = 0.0
+            margin_inv_cur = 0.0
+            margin_comp_cur = 0.0
+            margin_rate = 0.0
+            move = ml.move_id
+            if move.move_type and move.move_type in ('out_invoice', 'out_refund'):
+                # it works in _get_current_rate
+                # even if we set date = False in context
+                # standard_price_inv_cur is in the UoM of the invoice line
+                date = move.date or fields.Date.context_today(self)
+                company = move.company_id
+                company_currency = company.currency_id
+                standard_price_inv_cur =\
+                    company_currency._convert(
+                        ml.standard_price_company_currency,
+                        ml.currency_id, company, date)
+                margin_inv_cur =\
+                    ml.price_subtotal - ml.quantity * standard_price_inv_cur
+                margin_comp_cur = move.currency_id._convert(
+                    margin_inv_cur, company_currency, company, date)
+                if ml.price_subtotal:
+                    margin_rate = 100 * margin_inv_cur / ml.price_subtotal
+                # for a refund, margin should be negative
+                # but margin rate should stay positive
+                if move.move_type == 'out_refund':
+                    margin_inv_cur *= -1
+                    margin_comp_cur *= -1
+            ml.standard_price_invoice_currency = standard_price_inv_cur
+            ml.margin_invoice_currency = margin_inv_cur
+            ml.margin_company_currency = margin_comp_cur
+            ml.margin_rate = margin_rate
+
+    # We want to copy standard_price on invoice line for customer
+    # invoice/refunds. We can't do that via on_change of product_id,
+    # because it is not always played when invoice is created from code
+    # => we inherit write/create
+    # We write standard_price_company_currency even on supplier invoice/refunds
+    # because we don't have access to the 'type' of the invoice
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            if vals.get('product_id') and not vals.get('display_type'):
+                pp = self.env['product.product'].browse(vals['product_id'])
+                std_price = pp.standard_price
+                inv_uom_id = vals.get('product_uom_id')
+                if inv_uom_id and inv_uom_id != pp.uom_id.id:
+                    inv_uom = self.env['uom.uom'].browse(inv_uom_id)
+                    std_price = pp.uom_id._compute_price(
+                        std_price, inv_uom)
+                vals['standard_price_company_currency'] = std_price
+        return super().create(vals_list)
+
+    def write(self, vals):
+        if not vals:
+            vals = {}
+        if 'product_id' in vals or 'product_uom_id' in vals:
+            for il in self:
+                if 'product_id' in vals:
+                    if vals.get('product_id'):
+                        pp = self.env['product.product'].browse(
+                            vals['product_id'])
+                    else:
+                        pp = False
+                else:
+                    pp = il.product_id or False
+                # uom_id is NOT a required field
+                if 'product_uom_id' in vals:
+                    if vals.get('product_uom_id'):
+                        inv_uom = self.env['uom.uom'].browse(
+                            vals['product_uom_id'])
+                    else:
+                        inv_uom = False
+                else:
+                    inv_uom = il.uom_id or False
+                std_price = 0.0
+                if pp:
+                    std_price = pp.standard_price
+                    if inv_uom and inv_uom != pp.uom_id:
+                        std_price = pp.uom_id._compute_price(
+                            std_price, inv_uom)
+                il.write({'standard_price_company_currency': std_price})
+        return super().write(vals)
+
+
+class AccountMove(models.Model):
+    _inherit = 'account.move'
+
+    margin_invoice_currency = fields.Monetary(
+        string='Margin in Invoice Currency',
+        compute='_compute_margin', store=True,
+        currency_field='currency_id')
+    margin_company_currency = fields.Monetary(
+        string='Margin in Company Currency',
+        compute='_compute_margin', store=True,
+        currency_field='company_currency_id')
+
+    @api.depends(
+        'move_type',
+        'invoice_line_ids.margin_invoice_currency',
+        'invoice_line_ids.margin_company_currency')
+    def _compute_margin(self):
+        rg_res = self.env['account.move.line'].read_group(
+            [
+                ('move_id', 'in', self.ids),
+                ('display_type', '=', False),
+                ('exclude_from_invoice_tab', '=', False),
+                ('move_id.move_type', 'in', ('out_invoice', 'out_refund')),
+            ],
+            ['move_id', 'margin_invoice_currency:sum', 'margin_company_currency:sum'],
+            ['move_id'])
+        mapped_data = dict([(x['move_id'][0], {
+            'margin_invoice_currency': x['margin_invoice_currency'],
+            'margin_company_currency': x['margin_company_currency'],
+            }) for x in rg_res])
+        for move in self:
+            move.margin_invoice_currency = mapped_data.get(move.id, {}).get('margin_invoice_currency')
+            move.margin_company_currency = mapped_data.get(move.id, {}).get('margin_company_currency')

account_invoice_margin/views/account_move.xml

@@ -0,0 +1,55 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2015-2024 Akretion (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo>
+
+<record id="view_move_form" model="ir.ui.view">
+    <field name="name">margin.account.move.form</field>
+    <field name="model">account.move</field>
+    <field name="inherit_id" ref="account.view_move_form"/>
+    <field name="arch" type="xml">
+        <group name="sale_info_group" position="inside">
+            <field name="margin_invoice_currency"
+                groups="base.group_no_one"
+                attrs="{'invisible': [('move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <field name="margin_company_currency"
+                groups="base.group_no_one"
+                attrs="{'invisible': [('move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+        </group>
+        <xpath expr="//field[@name='invoice_line_ids']/tree/field[@name='price_total']" position="after">
+            <field name="standard_price_invoice_currency" optional="hide" attrs="{'column_invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <field name="margin_invoice_currency" optional="hide" attrs="{'column_invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <field name="margin_rate" optional="hide" string="Margin Rate (%)" attrs="{'column_invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+        </xpath>
+        <xpath expr="//field[@name='invoice_line_ids']/form//field[@name='price_total']/.." position="inside">
+            <field name="standard_price_company_currency"
+                groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <field name="standard_price_invoice_currency"
+                groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <field name="margin_invoice_currency"
+                groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <field name="margin_company_currency"
+                groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <label for="margin_rate" groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}"/>
+            <div name="margin_rate" groups="base.group_no_one" attrs="{'invisible': [('parent.move_type', 'not in', ('out_invoice', 'out_refund'))]}">
+                <field name="margin_rate" class="oe_inline"/> %
+            </div>
+        </xpath>
+    </field>
+</record>
+
+<record id="view_invoice_tree" model="ir.ui.view">
+    <field name="model">account.move</field>
+    <field name="inherit_id" ref="account.view_invoice_tree"/>
+    <field name="arch" type="xml">
+        <field name="amount_residual_signed" position="after">
+            <field name="margin_company_currency" optional="hide" sum="1" invisible="context.get('default_move_type') not in ('out_invoice', 'out_refund')" string="Margin"/>
+        </field>
+    </field>
+</record>
+
+</odoo>

account_invoice_transmit_method_street3/__init__.py

@@ -1 +0,0 @@
-# -*- coding: utf-8 -*-

account_invoice_transmit_method_street3/__manifest__.py

@@ -1,26 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2018 Akretion (http://www.akretion.com)
-# @author Alexis de Lattre <alexis.delattre@akretion.com>
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-{
-    'name': 'partner_address_street3 / account_invoice_transmit_method compat.',
-    'version': '10.0.0.1.0',
-    'category': 'Partner',
-    'license': 'AGPL-3',
-    'summary': 'Compatibility between partner_address_street3 and account_invoice_transmit_method',
-    'description': """
-Glue module between partner_address_street3 and account_invoice_transmit_method
-===============================================================================
-
-Stupid technical module to workaround an Odoo framework limitation about the inherit of the context attribute in a view.
-    """,
-    'author': 'Akretion',
-    'website': 'http://www.akretion.com',
-    'depends': ['partner_address_street3', 'account_invoice_transmit_method'],
-    'data': [
-        'partner_view.xml',
-        ],
-    'installable': True,
-    'auto_install': True,
-}

account_invoice_transmit_method_street3/partner_view.xml

@@ -1,23 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<!--
-  Copyright 2018 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
-  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
--->
-
-<odoo>
-
-
-<record id="view_partner_form" model="ir.ui.view">
-    <field name="name">Compatibility partner_address_street3 / account_invoice_transmit_method</field>
-    <field name="model">res.partner</field>
-    <field name="inherit_id" ref="base.view_partner_form"/>
-    <field name="priority">1000</field>
-    <field name="arch" type="xml">
-        <field name="child_ids" position="attributes">
-            <attribute name="context">{'default_parent_id': active_id, 'default_street': street, 'default_street2': street2, 'default_city': city, 'default_state_id': state_id, 'default_zip': zip, 'default_country_id': country_id, 'default_supplier': supplier, 'default_customer': customer, 'default_lang': lang, 'default_customer_invoice_transmit_method_code': customer_invoice_transmit_method_code, 'default_supplier_invoice_transmit_method_code': supplier_invoice_transmit_method_code, 'default_street3': street3}</attribute>
-        </field>
-    </field>
-</record>
-
-
-</odoo>

account_invoice_update_wizard/README.rst

@@ -0,0 +1,39 @@
+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+   :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html
+   :alt: License: AGPL-3
+
+Account Invoice Update Wizard
+=============================
+
+This module adds a button *Update Invoice* on Customer and Supplier invoices in
+Open or Paid state. This button starts a wizard which allows the user to update
+non-legal fields of the invoice:
+
+* Source Document
+* Reference/Description
+* Payment terms (update allowed only to a payment term with same number of terms
+  of the same amount and on invoices without any payment)
+* Bank Account
+* Salesman
+* Notes
+* Description of invoice lines
+* Analytic account
+* Analytic tags
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues
+<https://github.com/akretion/odoo-usability/issues>`_. In case of trouble, please
+check there if your issue has already been reported. If you spotted it first,
+help us smash it by providing detailed and welcomed feedback.
+
+Contributors
+------------
+
+* Alexis de Lattre <alexis.delattre@akretion.com>
+* Florian da Costa <florian.dacosta@akretion.com>
+* Matthieu Dietrich <matthieu.dietrich@camptocamp.com>
+* Yannick Vaucher <yannick.vaucher@camptocamp.com>
+* Mykhailo Panarin <m.panarin@mobilunity.com>
+* Artem Kostyuk <a.kostyuk@mobilunity.com>

account_invoice_update_wizard/__init__.py

@@ -1 +1,2 @@
+from . import models
 from . import wizard

account_invoice_update_wizard/__manifest__.py

@@ -1,37 +1,22 @@
-# -*- coding: utf-8 -*-
-# © 2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
-# Copyright 2018 Camptocamp
+# Copyright 2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
+# Copyright 2018-2019 Camptocamp
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
 {
     'name': 'Account Invoice Update Wizard',
-    'version': '8.0.1.0.0',
+    'version': '14.0.1.0.0',
     'category': 'Accounting & Finance',
     'license': 'AGPL-3',
     'summary': 'Wizard to update non-legal fields of an open/paid invoice',
-    'description': """
-Account Invoice Update Wizard
-=============================
-
-This module adds a button *Update Invoice* on Customer and Supplier invoices in Open or Paid state. This button starts a wizard which allows the user to update non-legal fields of the invoice:
-
-* Source Document
-* Reference/Description
-* Payment terms (update allowed only to a payment term with same number of terms of the same amount and on invoices without any payment)
-* Bank Account
-* Salesman
-* Notes
-* Description of invoice lines
-* Analytic account
-* Analytic tags
-
-    """,
     'author': 'Akretion',
-    'website': 'http://www.akretion.com',
-    'depends': ['account'],
+    'website': 'https://github.com/akretion/odoo-usability',
+    'depends': [
+        'account',
+    ],
     'data': [
-        'wizard/account_invoice_update_view.xml',
-        'views/account_invoice.xml',
-        ],
+        'security/ir.model.access.csv',
+        'wizard/account_move_update_view.xml',
+        'views/account_move.xml',
+    ],
     'installable': True,
 }

account_invoice_update_wizard/i18n/account_invoice_update_wizard.pot

@@ -0,0 +1,243 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_invoice_update_wizard
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \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_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__price_subtotal
+msgid "Amount"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__analytic_account_id
+msgid "Analytic Account"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__analytic_tag_ids
+msgid "Analytic Tags"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__partner_bank_id
+msgid "Bank Account"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Bill Reference"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Cancel"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__company_id
+msgid "Company"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__create_uid
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__create_uid
+msgid "Created by"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__create_date
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__create_date
+msgid "Created on"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__currency_id
+msgid "Currency"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Customer Reference"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__name
+msgid "Description"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move__display_name
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__display_name
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__display_name
+msgid "Display Name"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__display_type
+msgid "Display Type"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move__id
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__id
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__id
+msgid "ID"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__invoice_id
+msgid "Invoice"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__invoice_line_id
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__line_ids
+msgid "Invoice Lines"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.actions.act_window,name:account_invoice_update_wizard.account_invoice_update_action
+msgid "Invoice Update Wizard"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model,name:account_invoice_update_wizard.model_account_move
+msgid "Journal Entry"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move____last_update
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update____last_update
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update____last_update
+msgid "Last Modified on"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__write_uid
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__write_uid
+msgid "Last Updated by"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__write_date
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__write_date
+msgid "Last Updated on"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: code:addons/account_invoice_update_wizard/wizard/account_move_update.py:0
+#, python-format
+msgid "Non-legal fields of invoice updated via the Invoice Update wizard."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields.selection,name:account_invoice_update_wizard.selection__account_move_line_update__display_type__line_note
+msgid "Note"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__partner_id
+msgid "Partner"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__invoice_payment_term_id
+msgid "Payment Term"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__quantity
+msgid "Quantity"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__ref
+msgid "Reference"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__user_id
+msgid "Salesperson"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields.selection,name:account_invoice_update_wizard.selection__account_move_line_update__display_type__line_section
+msgid "Section"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__sequence
+msgid "Sequence"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__invoice_origin
+msgid "Source Document"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,help:account_invoice_update_wizard.field_account_move_line_update__display_type
+msgid "Technical field for UX purpose."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: code:addons/account_invoice_update_wizard/wizard/account_move_update.py:0
+#, python-format
+msgid ""
+"The original payment term '%s' doesn't have the same terms (number of terms "
+"and/or amount) as the new payment term '%s'. You can only switch to a "
+"payment term that has the same number of terms with the same amount."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: code:addons/account_invoice_update_wizard/wizard/account_move_update.py:0
+#, python-format
+msgid ""
+"This wizard doesn't support the update of payment terms on an invoice which "
+"is partially or fully paid."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__move_type
+msgid "Type"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Update"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.view_move_form_inherit
+msgid "Update Invoice"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Update Invoice Wizard"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model,name:account_invoice_update_wizard.model_account_move_line_update
+msgid "Update non-legal fields of invoice lines"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__parent_id
+msgid "Wizard"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model,name:account_invoice_update_wizard.model_account_move_update
+msgid "Wizard to update non-legal fields of invoice"
+msgstr ""

account_invoice_update_wizard/i18n/fr.po

@@ -0,0 +1,250 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_invoice_update_wizard
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"Language: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__price_subtotal
+msgid "Amount"
+msgstr "Montant"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__analytic_account_id
+msgid "Analytic Account"
+msgstr "Compte Analytique"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__analytic_tag_ids
+msgid "Analytic Tags"
+msgstr "Tag Analytique"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__partner_bank_id
+msgid "Bank Account"
+msgstr "Compte Bancaire"
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+#, fuzzy
+msgid "Bill Reference"
+msgstr "Reference Client"
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Cancel"
+msgstr "Annuler"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__company_id
+msgid "Company"
+msgstr "Société"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__create_uid
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__create_uid
+msgid "Created by"
+msgstr "Créé par"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__create_date
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__create_date
+msgid "Created on"
+msgstr "Créé le"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__currency_id
+msgid "Currency"
+msgstr "Devise"
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+#, fuzzy
+msgid "Customer Reference"
+msgstr "Reference Client"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__name
+msgid "Description"
+msgstr "Description"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move__display_name
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__display_name
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__display_name
+msgid "Display Name"
+msgstr "Nom"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__display_type
+msgid "Display Type"
+msgstr "Type Affichage"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move__id
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__id
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__id
+msgid "ID"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__invoice_id
+msgid "Invoice"
+msgstr "Facture"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__invoice_line_id
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__line_ids
+msgid "Invoice Lines"
+msgstr "Ligne de factures"
+
+#. module: account_invoice_update_wizard
+#: model:ir.actions.act_window,name:account_invoice_update_wizard.account_invoice_update_action
+msgid "Invoice Update Wizard"
+msgstr "Assistance de mise à jour de la facture"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model,name:account_invoice_update_wizard.model_account_move
+msgid "Journal Entry"
+msgstr "Entrée comptable"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move____last_update
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update____last_update
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update____last_update
+msgid "Last Modified on"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__write_uid
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__write_uid
+msgid "Last Updated by"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__write_date
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__write_date
+msgid "Last Updated on"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: code:addons/account_invoice_update_wizard/wizard/account_move_update.py:0
+#, python-format
+msgid "Non-legal fields of invoice updated via the Invoice Update wizard."
+msgstr "Champs non légaux mis à jour via l'assistant"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields.selection,name:account_invoice_update_wizard.selection__account_move_line_update__display_type__line_note
+msgid "Note"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__partner_id
+msgid "Partner"
+msgstr "Client"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__invoice_payment_term_id
+msgid "Payment Term"
+msgstr "Condition de paiement"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__quantity
+msgid "Quantity"
+msgstr "Quantité"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__ref
+#, fuzzy
+msgid "Reference"
+msgstr "Reference Client"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__user_id
+msgid "Salesperson"
+msgstr "Vendeur"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields.selection,name:account_invoice_update_wizard.selection__account_move_line_update__display_type__line_section
+msgid "Section"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__sequence
+msgid "Sequence"
+msgstr "Sequence"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__invoice_origin
+msgid "Source Document"
+msgstr "Origine du document"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,help:account_invoice_update_wizard.field_account_move_line_update__display_type
+msgid "Technical field for UX purpose."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: code:addons/account_invoice_update_wizard/wizard/account_move_update.py:0
+#, python-format
+msgid ""
+"The original payment term '%s' doesn't have the same terms (number of terms "
+"and/or amount) as the new payment term '%s'. You can only switch to a "
+"payment term that has the same number of terms with the same amount."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: code:addons/account_invoice_update_wizard/wizard/account_move_update.py:0
+#, python-format
+msgid ""
+"This wizard doesn't support the update of payment terms on an invoice which "
+"is partially or fully paid."
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_update__move_type
+msgid "Type"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Update"
+msgstr "Mettre à jour"
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.view_move_form_inherit
+msgid "Update Invoice"
+msgstr "Mettre à jour"
+
+#. module: account_invoice_update_wizard
+#: model_terms:ir.ui.view,arch_db:account_invoice_update_wizard.account_invoice_update_form
+msgid "Update Invoice Wizard"
+msgstr "Assistant de mise à jour"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model,name:account_invoice_update_wizard.model_account_move_line_update
+msgid "Update non-legal fields of invoice lines"
+msgstr "Mettre à jour les champs non légaux des lignes de facture"
+
+#. module: account_invoice_update_wizard
+#: model:ir.model.fields,field_description:account_invoice_update_wizard.field_account_move_line_update__parent_id
+msgid "Wizard"
+msgstr ""
+
+#. module: account_invoice_update_wizard
+#: model:ir.model,name:account_invoice_update_wizard.model_account_move_update
+msgid "Wizard to update non-legal fields of invoice"
+msgstr "Assistant pour mettre à jours les champs non légaux"
+
+#~ msgid "Account"
+#~ msgstr "Compte"

account_invoice_update_wizard/models/__init__.py

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

account_invoice_update_wizard/models/account_move.py

@@ -0,0 +1,18 @@
+# Copyright 2019-2022 Camptocamp
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class AccountMove(models.Model):
+    _inherit = 'account.move'
+
+    def prepare_update_wizard(self):
+        self.ensure_one()
+        wizard = self.env['account.move.update']
+        res = wizard._prepare_default_get(self)
+        action = self.env["ir.actions.actions"]._for_xml_id(
+            'account_invoice_update_wizard.account_invoice_update_action')
+        action['name'] = "Update Wizard"
+        action['res_id'] = wizard.create(res).id
+        return action

account_invoice_update_wizard/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_account_move_update,account.move.update.user,model_account_move_update,account.group_account_invoice,1,1,1,1
+access_account_move_line_update,account.move.line.update.user,model_account_move_line_update,account.group_account_invoice,1,1,1,1

account_invoice_update_wizard/tests/__init__.py

@@ -1 +1 @@
-from . import test_account_invoice_update_wizard
+from . import test_account_move_update_wizard

account_invoice_update_wizard/tests/test_account_invoice_update_wizard.py

@@ -1,198 +0,0 @@
-# -*- coding: utf-8 -*-
-# Copyright 2018 Camptocamp
-# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-
-from odoo.tests.common import TransactionCase
-from odoo.exceptions import UserError
-
-
-class TestAccountInvoiceUpdateWizard(TransactionCase):
-
-    def setUp(self):
-        super(TestAccountInvoiceUpdateWizard, self).setUp()
-        self.customer12 = self.env.ref('base.res_partner_12')
-        self.product16 = self.env.ref('product.product_product_16')
-        self.product24 = self.env.ref('product.product_product_24')
-        uom_unit = self.env.ref('product.product_uom_categ_unit')
-
-        self.invoice1 = self.env['account.invoice'].create({
-            'name': 'Test invoice',
-            'partner_id': self.customer12.id,
-        })
-        self.inv_line1 = self.env['account.invoice.line'].create({
-            'invoice_id': self.invoice1.id,
-            'name': "Line1",
-            'product_id': self.product16.id,
-            'product_uom_id': uom_unit.id,
-            'account_id': self.invoice1.account_id.id,
-            'price_unit': 42.0,
-        })
-        self.inv_line2 = self.env['account.invoice.line'].create({
-            'invoice_id': self.invoice1.id,
-            'name': "Line2",
-            'product_id': self.product24.id,
-            'product_uom_id': uom_unit.id,
-            'account_id': self.invoice1.account_id.id,
-            'price_unit': 1111.1,
-        })
-
-        self.aa1 = self.env.ref('analytic.analytic_partners_camp_to_camp')
-        self.aa2 = self.env.ref('analytic.analytic_nebula')
-        self.atag1 = self.env.ref('analytic.tag_contract')
-        self.atag2 = self.env['account.analytic.tag'].create({
-            'name': u'の',
-        })
-
-    def create_wizard(self):
-        UpdateWizard = self.env['account.invoice.update'].with_context(
-            active_model='account.invoice',
-            active_id=self.invoice1.id)
-        self.wiz = UpdateWizard.create({})
-
-    def test_add_analytic_account_line1(self):
-        """ Add analytic account on an invoice line
-        after the invoice has been approved.
-
-        This will:
-            - update the move line
-            - create a new analytic line.
-        """
-        self.invoice1.action_invoice_open()
-        self.create_wizard()
-
-        wiz_line = self.wiz.line_ids.filtered(
-            lambda rec: rec.invoice_line_id == self.inv_line1)
-        wiz_line.account_analytic_id = self.aa1
-        self.wiz.run()
-
-        related_ml = self.invoice1.move_id.line_ids.filtered(
-            lambda rec: rec.product_id == self.product16)
-        self.assertEqual(related_ml.analytic_account_id, self.aa1)
-        self.assertEqual(related_ml.analytic_line_ids.account_id, self.aa1)
-
-    def test_change_analytic_account_line1(self):
-        """ Change analytic account on an invoice line
-        after the invoice has been approved.
-
-        This will:
-            - update the move line
-            - update the existing analytic line."""
-        self.inv_line1.account_analytic_id = self.aa2
-
-        self.invoice1.action_invoice_open()
-        self.create_wizard()
-
-        wiz_line = self.wiz.line_ids.filtered(
-            lambda rec: rec.invoice_line_id == self.inv_line1)
-        wiz_line.account_analytic_id = self.aa1
-        self.wiz.run()
-
-        related_ml = self.invoice1.move_id.line_ids.filtered(
-            lambda rec: rec.product_id == self.product16)
-        self.assertEqual(related_ml.analytic_account_id, self.aa1)
-        self.assertEqual(related_ml.analytic_line_ids.account_id, self.aa1)
-
-    def test_error_grouped_move_lines(self):
-        """ Change analytic account on an invoice line
-        after the invoice has been approved where both
-        lines were grouped in the same move line.
-
-        This will raise an error.
-        """
-        self.invoice1.journal_id.group_invoice_lines = True
-
-        self.inv_line2.product_id = self.product16
-        self.inv_line2.unit_price = 42.0
-
-        self.invoice1.action_invoice_open()
-        self.create_wizard()
-
-        line1 = self.wiz.line_ids[0]
-        line1.account_analytic_id = self.aa1
-        with self.assertRaises(UserError):
-            self.wiz.run()
-
-    def test_add_analytic_tags_line1(self):
-        """ Add analytic tags on an invoice line
-        after the invoice has been approved.
-
-        This will update move line.
-        """
-        self.invoice1.action_invoice_open()
-        self.create_wizard()
-
-        wiz_line = self.wiz.line_ids.filtered(
-            lambda rec: rec.invoice_line_id == self.inv_line1)
-        wiz_line.analytic_tag_ids = self.atag2
-        self.wiz.run()
-
-        related_ml = self.invoice1.move_id.line_ids.filtered(
-            lambda rec: rec.product_id == self.product16)
-        self.assertEqual(related_ml.analytic_tag_ids, self.atag2)
-        self.assertFalse(related_ml.analytic_line_ids)
-
-    def test_change_analytic_tags_line1(self):
-        """ Change analytic tags on an invoice line
-        after the invoice has been approved.
-
-        It will update move line and analytic line
-        """
-        self.inv_line1.account_analytic_id = self.aa2
-        self.inv_line1.analytic_tag_ids = self.atag1
-
-        self.invoice1.action_invoice_open()
-        self.create_wizard()
-
-        wiz_line = self.wiz.line_ids.filtered(
-            lambda rec: rec.invoice_line_id == self.inv_line1)
-        wiz_line.analytic_tag_ids = self.atag2
-        self.wiz.run()
-
-        related_ml = self.invoice1.move_id.line_ids.filtered(
-            lambda rec: rec.product_id == self.product16)
-        self.assertEqual(related_ml.analytic_tag_ids, self.atag2)
-        self.assertEqual(related_ml.analytic_line_ids.tag_ids, self.atag2)
-
-    def test_add_analytic_info_line1(self):
-        """ Add analytic account and tags on an invoice line
-        after the invoice has been approved.
-
-        This will:
-            - update move line
-            - create an analytic line
-        """
-        self.invoice1.action_invoice_open()
-        self.create_wizard()
-
-        wiz_line = self.wiz.line_ids.filtered(
-            lambda rec: rec.invoice_line_id == self.inv_line1)
-        wiz_line.account_analytic_id = self.aa1
-        wiz_line.analytic_tag_ids = self.atag2
-        self.wiz.run()
-
-        related_ml = self.invoice1.move_id.line_ids.filtered(
-            lambda rec: rec.product_id == self.product16)
-        self.assertEqual(related_ml.analytic_account_id, self.aa1)
-        self.assertEqual(related_ml.analytic_tag_ids, self.atag2)
-        self.assertEqual(related_ml.analytic_line_ids.account_id, self.aa1)
-        self.assertEqual(related_ml.analytic_line_ids.tag_ids, self.atag2)
-
-    def test_empty_analytic_account_line1(self):
-        """ Remove analytic account
-        after the invoice has been approved.
-
-        This will raise an error as it is not implemented.
-        """
-        self.inv_line1.account_analytic_id = self.aa2
-
-        self.invoice1.action_invoice_open()
-        self.create_wizard()
-
-        wiz_line = self.wiz.line_ids.filtered(
-            lambda rec: rec.invoice_line_id == self.inv_line1)
-        wiz_line.account_analytic_id = False
-        self.wiz.run()
-        related_ml = self.invoice1.move_id.line_ids.filtered(
-            lambda rec: rec.product_id == self.product16)
-        self.assertFalse(related_ml.analytic_account_id)
-        self.assertFalse(related_ml.analytic_line_ids)

account_invoice_update_wizard/tests/test_account_move_update_wizard.py

@@ -0,0 +1,173 @@
+# Copyright 2018-2022 Camptocamp
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo.tests.common import SavepointCase
+
+
+class TestAccountInvoiceUpdateWizard(SavepointCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.customer12 = cls.env.ref('base.res_partner_12')
+        cls.product16 = cls.env.ref('product.product_product_16')
+        uom_unit = cls.env.ref('uom.product_uom_categ_unit')
+
+        cls.move1 = cls.env['account.move'].create({
+            'name': 'Test invoice',
+            'partner_id': cls.customer12.id,
+            'move_type': 'out_invoice',
+            'invoice_line_ids': [
+                [0, None, {
+                    'name': 'Line1',
+                    'product_id': cls.product16.id,
+                    'product_uom_id': uom_unit.id,
+                    'quantity': 1,
+                    'price_unit': 42.0,
+                    'credit': 42.0,
+                    'debit': 0
+                }],
+            ],
+        })
+
+        cls.aa1 = cls.env.ref('analytic.analytic_partners_camp_to_camp')
+        cls.aa2 = cls.env.ref('analytic.analytic_nebula')
+        cls.atag1 = cls.env.ref('analytic.tag_contract')
+        cls.atag2 = cls.env['account.analytic.tag'].create({
+            'name': 'の',
+        })
+
+    def create_wizard(self, move):
+        res = move.prepare_update_wizard()
+        self.wiz = self.env['account.move.update'].browse(res['res_id'])
+
+    def test_add_analytic_account_line1(self):
+        """ Add analytic account on a move line
+        after the move has been approved.
+
+        This will:
+            - update the move line
+            - create a new analytic line.
+        """
+        self.move1._post()
+        self.create_wizard(self.move1)
+
+        wiz_line = self.wiz.line_ids.filtered(
+            lambda rec: rec.invoice_line_id.product_id.id == self.product16.id)
+        wiz_line.analytic_account_id = self.aa1
+        self.wiz.run()
+
+        related_ml = self.move1.invoice_line_ids.filtered(
+            lambda rec: rec.product_id == self.product16)
+        self.assertEqual(related_ml.analytic_account_id, self.aa1)
+        self.assertEqual(related_ml.analytic_line_ids.account_id, self.aa1)
+
+    def test_change_analytic_account_line1(self):
+        """ Change analytic account on a move line
+        after the move has been approved.
+
+        This will:
+            - update the move line
+            - update the existing analytic line."""
+        move_line1 = self.move1.invoice_line_ids.filtered(lambda rec: rec.product_id == self.product16)
+        move_line1.analytic_account_id = self.aa2
+
+        self.move1._post()
+        self.create_wizard(self.move1)
+
+        wiz_line = self.wiz.line_ids.filtered(
+            lambda rec: rec.invoice_line_id.product_id.id == self.product16.id)
+        wiz_line.analytic_account_id = self.aa1
+        self.wiz.run()
+
+        related_ml = self.move1.invoice_line_ids.filtered(
+            lambda rec: rec.product_id == self.product16)
+        self.assertEqual(related_ml.analytic_account_id, self.aa1)
+        self.assertEqual(related_ml.analytic_line_ids.account_id, self.aa1)
+
+    def test_add_analytic_tags_line1(self):
+        """ Add analytic tags on a move line
+        after the move has been approved.
+
+        This will update move line.
+        """
+        self.move1._post()
+        self.create_wizard(self.move1)
+
+        wiz_line = self.wiz.line_ids.filtered(
+            lambda rec: rec.invoice_line_id.product_id.id == self.product16.id)
+        wiz_line.analytic_tag_ids = self.atag2
+        self.wiz.run()
+
+        related_ml = self.move1.invoice_line_ids.filtered(
+            lambda rec: rec.product_id == self.product16)
+        self.assertEqual(related_ml.analytic_tag_ids, self.atag2)
+        self.assertFalse(related_ml.analytic_line_ids)
+
+    def test_change_analytic_tags_line1(self):
+        """ Change analytic tags on a move line
+        after the move has been approved.
+
+        It will update move line and analytic line
+        """
+        move_line1 = self.move1.invoice_line_ids.filtered(lambda rec: rec.product_id == self.product16)
+        move_line1.analytic_account_id = self.aa2
+        move_line1.analytic_tag_ids = self.atag1
+
+        self.move1._post()
+        self.create_wizard(self.move1)
+
+        wiz_line = self.wiz.line_ids.filtered(
+            lambda rec: rec.invoice_line_id.product_id.id == self.product16.id)
+        wiz_line.analytic_tag_ids = self.atag2
+        self.wiz.run()
+
+        related_ml = self.move1.invoice_line_ids.filtered(
+            lambda rec: rec.product_id == self.product16)
+        self.assertEqual(related_ml.analytic_tag_ids, self.atag2)
+        self.assertEqual(related_ml.analytic_line_ids.tag_ids, self.atag2)
+
+    def test_add_analytic_info_line1(self):
+        """ Add analytic account and tags on a move line
+        after the move has been approved.
+
+        This will:
+            - update move line
+            - create an analytic line
+        """
+        self.move1._post()
+        self.create_wizard(self.move1)
+
+        wiz_line = self.wiz.line_ids.filtered(
+            lambda rec: rec.invoice_line_id.product_id.id == self.product16.id)
+        wiz_line.analytic_account_id = self.aa1
+        wiz_line.analytic_tag_ids = self.atag2
+        self.wiz.run()
+
+        related_ml = self.move1.invoice_line_ids.filtered(
+            lambda rec: rec.product_id == self.product16)
+        self.assertEqual(related_ml.analytic_account_id, self.aa1)
+        self.assertEqual(related_ml.analytic_tag_ids, self.atag2)
+        self.assertEqual(related_ml.analytic_line_ids.account_id, self.aa1)
+        self.assertEqual(related_ml.analytic_line_ids.tag_ids, self.atag2)
+
+    def test_empty_analytic_account_line1(self):
+        """ Remove analytic account
+        after the move has been approved.
+
+        This will raise an error as it is not implemented.
+        """
+        move_line1 = self.move1.invoice_line_ids.filtered(lambda rec: rec.product_id == self.product16)
+        move_line1.analytic_account_id = self.aa2
+
+        self.move1._post()
+        self.create_wizard(self.move1)
+
+        wiz_line = self.wiz.line_ids.filtered(
+            lambda rec: rec.invoice_line_id.product_id.id == self.product16.id)
+        wiz_line.analytic_account_id = False
+        self.wiz.run()
+        related_ml = self.move1.invoice_line_ids.filtered(
+            lambda rec: rec.product_id == self.product16)
+        self.assertFalse(related_ml.analytic_account_id)
+        self.assertFalse(related_ml.analytic_line_ids)

account_invoice_update_wizard/views/account_invoice.xml

@@ -1,29 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<!--
-  © 2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
-  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
--->
-
-<odoo>
-
-<record id="invoice_supplier_form" model="ir.ui.view">
-    <field name="model">account.invoice</field>
-    <field name="inherit_id" ref="account.invoice_supplier_form"/>
-    <field name="arch" type="xml">
-        <button name="action_invoice_cancel" position="before">
-            <button name="%(account_invoice_update_action)d" type="action" string="Update Invoice" states="open,paid" groups="account.group_account_invoice"/>
-        </button>
-    </field>
-</record>
-
-<record id="invoice_form" model="ir.ui.view">
-    <field name="model">account.invoice</field>
-    <field name="inherit_id" ref="account.invoice_form"/>
-    <field name="arch" type="xml">
-        <button name="action_invoice_cancel" position="before">
-            <button name="%(account_invoice_update_action)d" type="action" string="Update Invoice" states="open,paid" groups="account.group_account_invoice"/>
-        </button>
-    </field>
-</record>
-
-</odoo>

account_invoice_update_wizard/views/account_move.xml

@@ -0,0 +1,20 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo>
+
+<record id="view_move_form_inherit" model="ir.ui.view">
+    <field name="model">account.move</field>
+    <field name="inherit_id" ref="account.view_move_form"/>
+    <field name="arch" type="xml">
+        <button name="button_draft" position="before">
+            <button name="prepare_update_wizard" type="object" string="Update Invoice" groups="account.group_account_invoice" attrs="{'invisible': ['|', ('state', '!=', 'posted'), ('move_type', '=', 'entry')]}"/>
+            <button name="prepare_update_wizard" type="object" string="Update Entry" groups="account.group_account_invoice" attrs="{'invisible': ['|', ('state', '!=', 'posted'), ('move_type', '!=', 'entry')]}"/>
+        </button>
+    </field>
+</record>
+
+</odoo>

account_invoice_update_wizard/wizard/__init__.py

@@ -1 +1 @@
-from . import account_invoice_update
+from . import account_move_update

account_invoice_update_wizard/wizard/account_invoice_update_view.xml

@@ -1,53 +0,0 @@
-<?xml version="1.0" encoding="utf-8"?>
-<!--
-  © 2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
-  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
--->
-
-<odoo>
-
-<record id="account_invoice_update_form" model="ir.ui.view">
-    <field name="model">account.invoice.update</field>
-    <field name="arch" type="xml">
-        <form string="Update Invoice Wizard">
-            <group name="main">
-                <field name="invoice_id" invisible="1"/>
-                <field name="type" invisible="1"/>
-                <field name="company_id" invisible="1"/>
-                <field name="partner_id" invisible="1"/>
-                <field name="reference" attrs="{'invisible': [('type', 'not in', ('in_invoice', 'in_refund'))]}"/>
-                <field name="origin"/>
-                <field name="name"/>
-                <field name="payment_term_id" widget="selection"/>
-                <field name="partner_bank_id"/>
-                <field name="user_id"/>
-                <field name="comment"/>
-            </group>
-            <group name="lines">
-                <field name="line_ids" nolabel="1">
-                    <tree editable="bottom">
-                        <field name="invoice_line_id" invisible="1"/>
-                        <field name="name"/>
-                        <field name="quantity"/>
-                        <field name="price_subtotal"/>
-                        <field name="account_analytic_id" groups="analytic.group_analytic_accounting"/>
-                        <field name="analytic_tag_ids" groups="analytic.group_analytic_accounting" widget="many2many_tags"/>
-                   </tree>
-                </field>
-            </group>
-            <footer>
-                <button name="run" type="object" class="oe_highlight" string="Update"/>
-                <button special="cancel" string="Cancel" class="oe_link"/>
-            </footer>
-        </form>
-    </field>
-</record>
-
-<record id="account_invoice_update_action" model="ir.actions.act_window">
-    <field name="name">Invoice Update Wizard</field>
-    <field name="res_model">account.invoice.update</field>
-    <field name="view_mode">form</field>
-    <field name="target">new</field>
-</record>
-
-</odoo>

account_invoice_update_wizard/wizard/account_move_update.py

@@ -1,6 +1,5 @@
-# -*- coding: utf-8 -*-
-# © 2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
-# Copyright 2018 Camptocamp
+# Copyright 2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
+# Copyright 2018-2022 Camptocamp
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
 
 from odoo import models, fields, api, _
@@ -8,38 +7,35 @@ from odoo.exceptions import UserError
 import odoo.addons.decimal_precision as dp
 
 
-class AccountInvoiceUpdate(models.TransientModel):
-    _name = 'account.invoice.update'
+class AccountMoveUpdate(models.TransientModel):
+    _name = 'account.move.update'
     _description = 'Wizard to update non-legal fields of invoice'
 
     invoice_id = fields.Many2one(
-        'account.invoice', string='Invoice', required=True,
+        'account.move', string='Invoice', required=True,
         readonly=True)
-    type = fields.Selection(related='invoice_id.type', readonly=True)
-    company_id = fields.Many2one(
-        related='invoice_id.company_id', readonly=True)
-    partner_id = fields.Many2one(
-        related='invoice_id.partner_id', readonly=True)
+    move_type = fields.Selection(related='invoice_id.move_type')
+    company_id = fields.Many2one(related='invoice_id.company_id')
+    partner_id = fields.Many2one(related='invoice_id.partner_id')
     user_id = fields.Many2one('res.users', string='Salesperson')
-    payment_term_id = fields.Many2one(
+    invoice_payment_term_id = fields.Many2one(
         'account.payment.term', string='Payment Term')
-    reference = fields.Char(string='Invoice Reference')
-    name = fields.Char(string='Reference/Description')
-    origin = fields.Char(string='Source Document')
-    comment = fields.Text('Additional Information')
+    ref = fields.Char(string='Reference')  # field label is customized in the view
+    invoice_date = fields.Date()
+    invoice_origin = fields.Char(string='Source Document')
     partner_bank_id = fields.Many2one(
         'res.partner.bank', string='Bank Account')
     line_ids = fields.One2many(
-        'account.invoice.line.update', 'parent_id', string='Invoice Lines')
+        'account.move.line.update', 'parent_id', string='Invoice Lines')
 
     @api.model
     def _simple_fields2update(self):
         '''List boolean, date, datetime, char, text fields'''
-        return ['reference', 'name', 'origin', 'comment']
+        return ['ref', 'invoice_origin', 'invoice_date']
 
     @api.model
     def _m2o_fields2update(self):
-        return ['payment_term_id', 'user_id', 'partner_bank_id']
+        return ['invoice_payment_term_id', 'user_id', 'partner_bank_id']
 
     @api.model
     def _prepare_default_get(self, invoice):
@@ -53,27 +49,21 @@ class AccountInvoiceUpdate(models.TransientModel):
             aa_tags = [(6, 0, aa_tags.ids)] if aa_tags else False
             res['line_ids'].append([0, 0, {
                 'invoice_line_id': line.id,
+                'sequence': line.sequence,
                 'name': line.name,
                 'quantity': line.quantity,
                 'price_subtotal': line.price_subtotal,
-                'account_analytic_id': line.account_analytic_id.id,
+                'analytic_account_id': line.analytic_account_id.id,
+                'currency_id': line.currency_id.id,
                 'analytic_tag_ids': aa_tags,
-                }])
+                'display_type': line.display_type,
+            }])
         return res
 
-    @api.model
-    def default_get(self, fields_list):
-        res = super(AccountInvoiceUpdate, self).default_get(fields_list)
-        assert self._context.get('active_model') == 'account.invoice',\
-            'active_model should be account.invoice'
-        inv = self.env['account.invoice'].browse(self._context['active_id'])
-        res = self._prepare_default_get(inv)
-        return res
-
-    @api.onchange('type')
-    def type_on_change(self):
+    @api.onchange('move_type')
+    def move_type_on_change(self):
         res = {'domain': {}}
-        if self.type in ('out_invoice', 'out_refund'):
+        if self.move_type in ('out_invoice', 'out_refund'):
             res['domain']['partner_bank_id'] =\
                 "[('partner_id.ref_company_ids', 'in', [company_id])]"
         else:
@@ -81,7 +71,6 @@ class AccountInvoiceUpdate(models.TransientModel):
                 "[('partner_id', '=', partner_id)]"
         return res
 
-    @api.multi
     def _prepare_invoice(self):
         vals = {}
         inv = self.invoice_id
@@ -91,8 +80,8 @@ class AccountInvoiceUpdate(models.TransientModel):
         for m2ofield in self._m2o_fields2update():
             if self[m2ofield] != inv[m2ofield]:
                 vals[m2ofield] = self[m2ofield].id or False
-        if 'payment_term_id' in vals:
-            pterm_list = self.payment_term_id.compute(
+        if 'invoice_payment_term_id' in vals:
+            pterm_list = self.invoice_payment_term_id.compute(
                 value=1, date_ref=inv.date_invoice)[0]
             if pterm_list:
                 vals['date_due'] = max(line[0] for line in pterm_list)
@@ -100,15 +89,15 @@ class AccountInvoiceUpdate(models.TransientModel):
 
     @api.model
     def _line_simple_fields2update(self):
-        return ["name",]
+        return ["name"]
 
     @api.model
     def _line_m2o_fields2update(self):
-        return ["account_analytic_id",]
+        return ["analytic_account_id"]
 
     @api.model
     def _line_m2m_fields2update(self):
-        return ["analytic_tag_ids",]
+        return ["analytic_tag_ids"]
 
     @api.model
     def _prepare_invoice_line(self, line):
@@ -124,87 +113,45 @@ class AccountInvoiceUpdate(models.TransientModel):
                 vals[field] = [(6, 0, line[field].ids)]
         return vals
 
-    @api.multi
-    def _prepare_move(self):
-        mvals = {}
-        inv = self.invoice_id
-        ini_ref = inv.move_id.ref
-        ref = inv.reference or inv.name
-        if ini_ref != ref:
-            mvals['ref'] = ref
-        return mvals
-
-    @api.multi
-    def _get_matching_inv_line(self, move_line):
-        """ Find matching invoice line by product """
-        # TODO make it accept more case as lines won't
-        # be grouped unless journal.group_invoice_line is True
-        inv_line = self.invoice_id.invoice_line_ids.filtered(
-            lambda rec: rec.product_id == move_line.product_id)
-        if len(inv_line) <> 1:
-            raise UserError(
-                "Cannot match a single invoice line to move line %s" %
-                move_line.name)
-        return inv_line
-
-    @api.multi
-    def _prepare_move_line(self, inv_line):
+    def _prepare_move_line_and_analytic_line(self, inv_line):
         mlvals = {}
-        inv_line_upd = self.line_ids.filtered(
-            lambda rec: rec.invoice_line_id == inv_line)
-
-        ini_aa = inv_line.account_analytic_id
-        new_aa = inv_line_upd.account_analytic_id
-
-        if ini_aa != new_aa:
-            mlvals['analytic_account_id'] = new_aa.id
-
-        ini_aa_tags = inv_line.analytic_tag_ids
-        new_aa_tags = inv_line_upd.analytic_tag_ids
-
-        if ini_aa_tags != new_aa_tags:
-            mlvals['analytic_tag_ids'] = [(6, None, new_aa_tags.ids)]
-        return mlvals
-
-    @api.multi
-    def _prepare_analytic_line(self, inv_line):
         alvals = {}
         inv_line_upd = self.line_ids.filtered(
             lambda rec: rec.invoice_line_id == inv_line)
 
-        ini_aa = inv_line.account_analytic_id
-        new_aa = inv_line_upd.account_analytic_id
+        ini_aa = inv_line.analytic_account_id
+        new_aa = inv_line_upd.analytic_account_id
 
         if ini_aa != new_aa:
+            mlvals['analytic_account_id'] = new_aa.id
             alvals['account_id'] = new_aa.id
 
         ini_aa_tags = inv_line.analytic_tag_ids
         new_aa_tags = inv_line_upd.analytic_tag_ids
 
         if ini_aa_tags != new_aa_tags:
+            mlvals['analytic_tag_ids'] = [(6, None, new_aa_tags.ids)]
             alvals['tag_ids'] = [(6, None, new_aa_tags.ids)]
-        return alvals
+        return mlvals, alvals
 
-    @api.multi
     def _update_payment_term_move(self):
         self.ensure_one()
         inv = self.invoice_id
         if (
-                self.payment_term_id and
-                self.payment_term_id != inv.payment_term_id and
-                inv.move_id):
+                self.invoice_payment_term_id and
+                self.invoice_payment_term_id != inv.invoice_payment_term_id):
             # I don't update pay term when the invoice is partially (or fully)
             # paid because if you have a payment term with several lines
             # of the same amount, you would also have to take into account
             # the reconcile marks to put the new maturity date on the right
             # lines
-            if inv.payment_ids:
+            if inv.payment_id:
                 raise UserError(_(
                     "This wizard doesn't support the update of payment "
                     "terms on an invoice which is partially or fully "
                     "paid."))
             prec = self.env['decimal.precision'].precision_get('Account')
-            term_res = self.payment_term_id.compute(
+            term_res = self.invoice_payment_term_id.compute(
                 inv.amount_total, inv.date_invoice)[0]
             new_pterm = {}  # key = int(amount * 100), value = [date1, date2]
             for entry in term_res:
@@ -221,7 +168,7 @@ class AccountInvoiceUpdate(models.TransientModel):
                         mlines[amount].append(line)
                     else:
                         mlines[amount] = [line]
-            for iamount, lines in mlines.iteritems():
+            for iamount, lines in mlines.items():
                 if len(lines) != len(new_pterm.get(iamount, [])):
                     raise UserError(_(
                         "The original payment term '%s' doesn't have the "
@@ -229,11 +176,10 @@ class AccountInvoiceUpdate(models.TransientModel):
                         "new payment term '%s'. You can only switch to a "
                         "payment term that has the same number of terms "
                         "with the same amount.") % (
-                        inv.payment_term_id.name, self.payment_term_id.name))
+                        inv.invoice_payment_term_id.name, self.invoice_payment_term_id.name))
                 for line in lines:
                     line.date_maturity = new_pterm[iamount].pop()
 
-    @api.multi
     def run(self):
         self.ensure_one()
         inv = self.invoice_id
@@ -244,28 +190,24 @@ class AccountInvoiceUpdate(models.TransientModel):
         if ivals:
             updated = True
             inv.write(ivals)
-        if inv.move_id:
-            mvals = self._prepare_move()
-            if mvals:
-                inv.move_id.write(mvals)
-            for ml in inv.move_id.line_ids.filtered(
+        if inv:
+            for ml in inv.line_ids.filtered(
                     # we are only interested in invoice lines, not tax lines
                     lambda rec: bool(rec.product_id)
             ):
                 if ml.credit == 0.0:
                     continue
-                inv_line = self._get_matching_inv_line(ml)
-                mlvals = self._prepare_move_line(inv_line)
+                analytic_account = ml.analytic_account_id
+                mlvals, alvals = self._prepare_move_line_and_analytic_line(ml)
                 if mlvals:
                     updated = True
                     ml.write(mlvals)
                 aalines = ml.analytic_line_ids
-                alvals = self._prepare_analytic_line(inv_line)
                 if aalines and alvals:
                     updated = True
                     if ('account_id' in alvals and
                             alvals['account_id'] is False):
-                        former_aa = inv_line.account_analytic_id
+                        former_aa = analytic_account
                         to_remove_aalines = aalines.filtered(
                             lambda rec: rec.account_id == former_aa)
                         # remove existing analytic line
@@ -282,27 +224,32 @@ class AccountInvoiceUpdate(models.TransientModel):
                 updated = True
                 line.invoice_line_id.write(ilvals)
         if updated:
-            inv.message_post(_(
+            inv.message_post(body=_(
                 'Non-legal fields of invoice updated via the Invoice Update '
                 'wizard.'))
         return True
 
 
-class AccountInvoiceLineUpdate(models.TransientModel):
-    _name = 'account.invoice.line.update'
+class AccountMoveLineUpdate(models.TransientModel):
+    _name = 'account.move.line.update'
     _description = 'Update non-legal fields of invoice lines'
+    _order = "sequence, name"
 
+    sequence = fields.Integer()
     parent_id = fields.Many2one(
-        'account.invoice.update', string='Wizard', ondelete='cascade')
+        'account.move.update', string='Wizard', ondelete='cascade')
     invoice_line_id = fields.Many2one(
-        'account.invoice.line', string='Invoice Line', readonly=True)
+        'account.move.line', string='Invoice Line', readonly=True)
     name = fields.Text(string='Description', required=True)
+    display_type = fields.Selection([
+        ('line_section', "Section"),
+        ('line_note', "Note")], default=False, help="Technical field for UX purpose.")
     quantity = fields.Float(
-        string='Quantity', digits=dp.get_precision('Product Unit of Measure'),
-        readonly=True)
-    price_subtotal = fields.Float(
-        string='Amount', readonly=True, digits=dp.get_precision('Account'))
-    account_analytic_id = fields.Many2one(
+        string='Quantity', digits='Product Unit of Measure', readonly=True)
+    price_subtotal = fields.Monetary(
+        string='Amount', readonly=True)
+    analytic_account_id = fields.Many2one(
         'account.analytic.account', string='Analytic Account')
     analytic_tag_ids = fields.Many2many(
         'account.analytic.tag', string='Analytic Tags')
+    currency_id = fields.Many2one('res.currency', readonly=True)

account_invoice_update_wizard/wizard/account_move_update_view.xml

@@ -0,0 +1,57 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  © 2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo>
+
+    <record id="account_invoice_update_form" model="ir.ui.view">
+        <field name="model">account.move.update</field>
+        <field name="arch" type="xml">
+            <form string="Update Invoice Wizard">
+                <group name="main">
+                    <field name="invoice_id" invisible="1"/>
+                    <field name="move_type" invisible="1"/>
+                    <field name="company_id" invisible="1"/>
+                    <field name="partner_id" invisible="1"/>
+                    <field string="Bill Date" attrs="{'invisible': [('move_type', 'not in', ('in_invoice', 'in_refund'))]}" name="invoice_date"/>
+                    <field string="Supplier Bill Reference" attrs="{'invisible': [('move_type', 'not in', ('in_invoice', 'in_refund'))]}" name="ref"/>
+                    <field string="Customer Reference" attrs="{'invisible': [('move_type', 'not in', ('out_invoice', 'out_refund'))]}" name="ref"/>
+                    <field string="Ref" attrs="{'invisible': [('move_type', '!=', 'entry')]}" name="ref"/>
+                    <field name="invoice_origin" attrs="{'invisible': [('move_type', '=', 'entry')]}"/>
+                    <!-- update of payment term is broken -->
+                    <!-- <field name="invoice_payment_term_id" widget="selection"/>-->
+                    <field name="partner_bank_id" attrs="{'invisible': [('move_type', '=', 'entry')]}"/>
+                    <field name="user_id" options="{'no_open': True, 'no_create': True, 'no_create_edit': True}" attrs="{'invisible': [('move_type', '=', 'entry')]}"/>
+                </group>
+                <group name="lines">
+                    <field name="line_ids" nolabel="1" widget="section_and_note_one2many">
+                        <tree editable="bottom" create="false" delete="false" edit="true">
+                            <field name="invoice_line_id" invisible="1"/>
+                            <field name="display_type" invisible="1"/>
+                            <field name="currency_id" invisible="1"/>
+                            <field name="name"/>
+                            <field name="quantity" attrs="{'invisible': [('display_type', '!=', False)], 'column_invisible': [('parent.move_type', '=', 'entry')]}"/>
+                            <field name="price_subtotal" attrs="{'invisible': [('display_type', '!=', False)], 'column_invisible': [('parent.move_type', '=', 'entry')]}"/>
+                            <field name="analytic_account_id" attrs="{'invisible': [('display_type', '!=', False)]}" groups="analytic.group_analytic_accounting"/>
+                            <field name="analytic_tag_ids" attrs="{'invisible': [('display_type', '!=', False)]}" groups="analytic.group_analytic_tags" widget="many2many_tags"/>
+                    </tree>
+                    </field>
+                </group>
+                <footer>
+                    <button name="run" type="object" class="oe_highlight" string="Update"/>
+                    <button special="cancel" string="Cancel" class="oe_link"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="account_invoice_update_action" model="ir.actions.act_window">
+        <field name="name">Invoice Update Wizard</field>
+        <field name="res_model">account.move.update</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+
+</odoo>

account_invoice_update_wizard_payment_mode/README.rst

@@ -0,0 +1,39 @@
+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+   :target: https://www.gnu.org/licenses/agpl-3.0-standalone.html
+   :alt: License: AGPL-3
+
+Account Invoice Update Wizard
+=============================
+
+This module adds a button *Update Invoice* on Customer and Supplier invoices in
+Open or Paid state. This button starts a wizard which allows the user to update
+non-legal fields of the invoice:
+
+* Source Document
+* Reference/Description
+* Payment terms (update allowed only to a payment term with same number of terms
+  of the same amount and on invoices without any payment)
+* Bank Account
+* Salesman
+* Notes
+* Description of invoice lines
+* Analytic account
+* Analytic tags
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues
+<https://github.com/akretion/odoo-usability/issues>`_. In case of trouble, please
+check there if your issue has already been reported. If you spotted it first,
+help us smash it by providing detailed and welcomed feedback.
+
+Contributors
+------------
+
+* Alexis de Lattre <alexis.delattre@akretion.com>
+* Florian da Costa <florian.dacosta@akretion.com>
+* Matthieu Dietrich <matthieu.dietrich@camptocamp.com>
+* Yannick Vaucher <yannick.vaucher@camptocamp.com>
+* Mykhailo Panarin <m.panarin@mobilunity.com>
+* Artem Kostyuk <a.kostyuk@mobilunity.com>

account_invoice_update_wizard_payment_mode/__init__.py

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

account_invoice_update_wizard_payment_mode/__manifest__.py

@@ -0,0 +1,17 @@
+# Copyright 2022 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Account Invoice Update Wizard Payment Mode',
+    'version': '14.0.1.0.0',
+    'category': 'Accounting & Finance',
+    'license': 'AGPL-3',
+    'summary': 'Add Payment Mode to Invoice Update Wizard',
+    'author': 'Akretion',
+    'website': 'https://github.com/akretion/odoo-usability',
+    'depends': ['account_invoice_update_wizard', 'account_payment_partner'],
+    'data': ['wizard/account_move_update_view.xml'],
+    'installable': True,
+    'auto_install': True,
+}

account_invoice_update_wizard_payment_mode/views/account_move.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo>
+
+<record id="view_move_form_inherit" model="ir.ui.view">
+    <field name="model">account.move</field>
+    <field name="inherit_id" ref="account.view_move_form"/>
+    <field name="arch" type="xml">
+        <button name="button_draft" position="before">
+            <button name="prepare_update_wizard" type="object" string="Update Invoice" states="posted" groups="account.group_account_invoice"/>
+        </button>
+    </field>
+</record>
+
+</odoo>

account_invoice_update_wizard_payment_mode/wizard/__init__.py

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

account_invoice_update_wizard_payment_mode/wizard/account_move_update.py

@@ -0,0 +1,24 @@
+# Copyright 2022 Akretion France (http://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+
+from odoo import models, fields, api, _
+
+
+class AccountMoveUpdate(models.TransientModel):
+    _inherit = 'account.move.update'
+
+    payment_mode_filter_type_domain = fields.Char(
+        related='invoice_id.payment_mode_filter_type_domain')
+    partner_bank_filter_type_domain = fields.Many2one(
+        related='invoice_id.partner_bank_filter_type_domain')
+    bank_account_required = fields.Boolean(
+        related='invoice_id.bank_account_required')
+    payment_mode_id = fields.Many2one("account.payment.mode")
+
+    @api.model
+    def _m2o_fields2update(self):
+        m2o_list = super()._m2o_fields2update()
+        m2o_list.append('payment_mode_id')
+        return m2o_list

account_invoice_update_wizard_payment_mode/wizard/account_move_update_view.xml

@@ -0,0 +1,32 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2022 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+-->
+
+<odoo>
+
+
+<record id="account_invoice_update_form" model="ir.ui.view">
+    <field name="model">account.move.update</field>
+    <field name="inherit_id" ref="account_invoice_update_wizard.account_invoice_update_form"/>
+    <field name="arch" type="xml">
+        <field name="partner_bank_id" position="before">
+            <field name="payment_mode_filter_type_domain" invisible="1"/>
+            <field name="partner_bank_filter_type_domain" invisible="1"/>
+            <field name="bank_account_required" invisible="1"/>
+            <field name="payment_mode_id" domain="[('payment_type', '=', payment_mode_filter_type_domain), ('company_id', '=', company_id)]"/>
+        </field>
+        <field name="partner_bank_id" position="attributes">
+            <attribute name="domain">
+                [('partner_id', '=', partner_bank_filter_type_domain),
+                '|',('company_id', '=', company_id),('company_id', '=', False)]
+            </attribute>
+            <attribute name="attrs">{'required': [('bank_account_required', '=', True),('move_type', 'in', ('in_invoice', 'in_refund'))]}</attribute>
+        </field>
+    </field>
+</record>
+
+
+</odoo>

account_menu_usability/__manifest__.py

@@ -0,0 +1,18 @@
+# Copyright 2022 Akretion France (http://www.akretion.com)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Account Menu Usability',
+    'version': '14.0.1.0.0',
+    'category': 'Accounting & Finance',
+    'license': 'AGPL-3',
+    'summary': 'Small usability enhancements in account_menu module',
+    'author': 'Akretion',
+    'website': 'https://github.com/akretion/odoo-usability',
+    'depends': ['account_menu'],
+    'data': [
+        'views/account_menu.xml',
+        ],
+    'installable': True,
+}

account_menu_usability/views/account_menu.xml

@@ -0,0 +1,20 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2022 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo>
+
+
+<!-- Accounting Templates are useful only when creating a new company/loading
+a chart of accounts, so we put it under 'Settings > Technical' and not
+under 'Invoicing > Configuration' which already has a lot of menu entries -->
+<record id="account_menu.menu_account_coa_settings" model="ir.ui.menu">
+    <field name="name">Accounting Templates</field>
+    <field name="parent_id" ref="base.menu_custom"/>
+</record>
+
+
+</odoo>