[MIG] project_link_from_invoice: migrate to 18.0

project_link_from_invoice/README.md

@@ -0,0 +1,60 @@
+# Project Link From Invoice
+
+![License: AGPL-3](https://img.shields.io/badge/licence-AGPL--3-blue.svg)
+
+Easily access your projects directly from invoices:
+
+- Displays project name(s) in the invoice list view.
+- Adds a smart button on invoice form view to open the related project(s).
+
+## Installation
+
+This module depends on:
+
+- `project` (Odoo core)
+- `account` (Odoo core)
+- `sale_project` (Odoo core)
+
+Use Odoo's normal procedure to install add-ons.
+
+## Configuration
+
+No specific configuration is required.
+
+## Usage
+
+Open an invoice that is linked to a sale order. If the sale order has tasks
+in a project, a "Project(s)" button appears in the header of the invoice form.
+Clicking it opens the related project(s) in form or list view.
+
+The invoice list view also displays the project name(s) in a dedicated column.
+
+## Known issues / Roadmap
+
+None yet.
+
+## Bug Tracker
+
+Bugs are tracked on [our issues website](https://github.com/elabore-coop/project-tools/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.
+
+## Credits
+
+### Images
+
+- Elabore: [Icon](https://elabore.coop/web/image/res.company/1/logo)
+
+### Contributors
+
+- Clément Thomas
+
+### Funders
+
+The development of this module has been financially supported by:
+
+- Elabore (<https://elabore.coop>)
+
+### Maintainer
+
+This module is maintained by Elabore.

project_link_from_invoice/__init__.py

@@ -0,0 +1,2 @@
+
+from . import models

project_link_from_invoice/__manifest__.py

@@ -0,0 +1,34 @@
+# Copyright 2022 Stéphan Sainléger (Elabore)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "project_link_from_invoice",
+    "version": "18.0.1.0.0",
+    "author": "Elabore",
+    "website": "https://git.elabore.coop/elabore/project-tools",
+    "maintainer": "Clément Thomas",
+    "license": "AGPL-3",
+    "category": "Tools",
+    "summary": "Add link from invoice to project",
+    # any module necessary for this one to work correctly
+    "depends": [
+        "base",
+        "project",
+        "account",
+        "sale_project",
+    ],
+    "external_dependencies": {
+        "python": [],
+    },
+    # always loaded
+    "data": [
+        "views/account_move_view.xml",
+    ],
+    # only loaded in demonstration mode
+    "demo": [],
+    "installable": True,
+    # Install this module automatically if all dependency have been previously
+    # and independently installed.  Used for synergetic or glue modules.
+    "auto_install": False,
+    "application": False,
+}

project_link_from_invoice/i18n/fr.po

@@ -0,0 +1,58 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* project_link_from_invoice
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2023-04-27 12:47+0000\n"
+"PO-Revision-Date: 2023-04-27 12:47+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: project_link_from_invoice
+#: model:ir.model.fields,field_description:project_link_from_invoice.field_account_move__display_name
+msgid "Display Name"
+msgstr "Nom affiché"
+
+#. module: project_link_from_invoice
+#: model:ir.model.fields,field_description:project_link_from_invoice.field_account_move__id
+msgid "ID"
+msgstr ""
+
+#. module: project_link_from_invoice
+#: model:ir.model,name:project_link_from_invoice.model_account_move
+msgid "Journal Entry"
+msgstr "Pièce comptable"
+
+#. module: project_link_from_invoice
+#: model:ir.model.fields,field_description:project_link_from_invoice.field_account_move____last_update
+msgid "Last Modified on"
+msgstr "Dernière modification le"
+
+#. module: project_link_from_invoice
+#: model:ir.model.fields,field_description:project_link_from_invoice.field_account_bank_statement_line__project_ids
+#: model:ir.model.fields,field_description:project_link_from_invoice.field_account_move__project_ids
+#: model:ir.model.fields,field_description:project_link_from_invoice.field_account_payment__project_ids
+msgid "Project"
+msgstr "Projet"
+
+#. module: project_link_from_invoice
+#: model:ir.model.fields,field_description:project_link_from_invoice.field_account_bank_statement_line__project_count
+#: model:ir.model.fields,field_description:project_link_from_invoice.field_account_move__project_count
+#: model:ir.model.fields,field_description:project_link_from_invoice.field_account_payment__project_count
+msgid "Project Count"
+msgstr "Numbre de projets"
+
+#. module: project_link_from_invoice
+#: model_terms:ir.ui.view,arch_db:project_link_from_invoice.view_move_form_project_link_from_invoice_inherit
+#: model:ir.model.fields,field_description:project_link_from_invoice.field_account_bank_statement_line__projects_name
+#: model:ir.model.fields,field_description:project_link_from_invoice.field_account_move__projects_name
+#: model:ir.model.fields,field_description:project_link_from_invoice.field_account_payment__projects_name
+msgid "Project(s)"
+msgstr "Projet(s)"

project_link_from_invoice/models/__init__.py

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

project_link_from_invoice/models/account_move.py

@@ -0,0 +1,49 @@
+# Copyright 2022 Stéphan Sainléger (Elabore)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    project_ids = fields.Many2many(
+        "project.project", string="Projects", compute="_get_related_project_ids"
+    )
+    project_count = fields.Integer("Project Count", compute="_get_related_project_ids")
+    projects_name = fields.Char("Project(s)", compute="_get_related_project_ids")
+
+    def action_open_projects(self):
+        """Open related projects, in form or list view depending on project numbers."""
+        project_ids = self.project_ids.ids
+        action = self.env["ir.actions.actions"]._for_xml_id(
+            "project.open_view_project_all"
+        )
+
+        if self.project_count == 1:
+            action["res_id"] = project_ids[0]
+            action["views"] = [[False, "form"]]
+        else:
+            action["views"] = [[False, "list"], [False, "form"]]
+
+        action["domain"] = [("id", "in", project_ids)]
+
+        del action["target"]  # to display breadcrumbs
+
+        return action
+
+    @api.depends("line_ids.sale_line_ids")
+    def _get_related_project_ids(self):
+        for move in self:
+            projects = self.env["project.task"].search(
+                [
+                    (
+                        "sale_order_id",
+                        "in",
+                        move.line_ids.sale_line_ids.order_id.ids,
+                    )
+                ]
+            ).project_id
+            move.project_ids = projects.ids
+            move.projects_name = " ; ".join([p.name for p in projects])
+            move.project_count = len(projects)

project_link_from_invoice/tests/__init__.py

@@ -0,0 +1,4 @@
+# Copyright 2022 Stéphan Sainléger (Elabore)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import test_account_move

project_link_from_invoice/tests/test_account_move.py

@@ -0,0 +1,193 @@
+# Copyright 2022 Stéphan Sainléger (Elabore)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import Command
+from odoo.tests import tagged
+from odoo.addons.sale_project.tests.common import TestSaleProjectCommon
+
+
+@tagged("post_install", "-at_install")
+class TestProjectLinkFromInvoice(TestSaleProjectCommon):
+    """Tests for the project_link_from_invoice module.
+
+    Verifies that invoices correctly expose related project(s) via
+    the computed fields project_ids, project_count and projects_name.
+    """
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.env = cls.env(context=dict(cls.env.context, tracking_disable=True))
+
+        # Service product that creates a task in a new project on SO confirmation
+        cls.service_product = cls.env["product.product"].create(
+            {
+                "name": "Service with Project",
+                "type": "service",
+                "invoice_policy": "order",
+                "service_tracking": "task_in_project",
+            }
+        )
+
+        # Partner used for orders and invoices
+        cls.partner = cls.env["res.partner"].create({"name": "Test Partner"})
+
+    def _confirm_sale_order(self, product, qty=1):
+        """Create and confirm a sale order with one service line."""
+        so = self.env["sale.order"].create(
+            {
+                "partner_id": self.partner.id,
+                "order_line": [
+                    Command.create(
+                        {
+                            "product_id": product.id,
+                            "product_uom_qty": qty,
+                        }
+                    )
+                ],
+            }
+        )
+        so.action_confirm()
+        return so
+
+    def _invoice_sale_order(self, sale_order):
+        """Create and post an invoice from a confirmed sale order."""
+        invoice_wizard = (
+            self.env["sale.advance.payment.inv"]
+            .with_context(
+                active_model="sale.order",
+                active_ids=sale_order.ids,
+                active_id=sale_order.id,
+            )
+            .create({"advance_payment_method": "delivered"})
+        )
+        invoices = invoice_wizard._create_invoices(sale_order)
+        invoices.action_post()
+        return invoices
+
+    # ------------------------------------------------------------------
+    # Tests
+    # ------------------------------------------------------------------
+
+    def test_no_project_on_unrelated_invoice(self):
+        """An invoice not linked to any sale order has no related project."""
+        invoice = self.env["account.move"].create(
+            {
+                "move_type": "out_invoice",
+                "partner_id": self.partner.id,
+                "invoice_line_ids": [
+                    Command.create(
+                        {
+                            "name": "Manual line",
+                            "quantity": 1,
+                            "price_unit": 100.0,
+                        }
+                    )
+                ],
+            }
+        )
+        self.assertEqual(invoice.project_count, 0)
+        self.assertFalse(invoice.project_ids)
+        self.assertEqual(invoice.projects_name, "")
+
+    def test_single_project_linked_to_invoice(self):
+        """An invoice from a SO that created a task has one related project."""
+        so = self._confirm_sale_order(self.service_product)
+        # The SO must have generated a task in a project
+        task = so.tasks_ids[:1]
+        self.assertTrue(task, "Sale order confirmation should have created a task")
+        project = task.project_id
+        self.assertTrue(project, "Task should belong to a project")
+
+        invoice = self._invoice_sale_order(so)
+        self.assertEqual(len(invoice), 1)
+        self.assertEqual(invoice.project_count, 1)
+        self.assertIn(project, invoice.project_ids)
+        self.assertIn(project.name, invoice.projects_name)
+
+    def test_multiple_projects_linked_to_invoice(self):
+        """An invoice from two SOs with different projects shows both projects."""
+        so1 = self._confirm_sale_order(self.service_product)
+        so2 = self._confirm_sale_order(self.service_product)
+
+        project1 = so1.tasks_ids[:1].project_id
+        project2 = so2.tasks_ids[:1].project_id
+        self.assertTrue(project1 and project2)
+        # Ensure the two SOs created different projects
+        self.assertNotEqual(project1, project2)
+
+        # Create a single invoice covering both sale orders
+        invoice_wizard = (
+            self.env["sale.advance.payment.inv"]
+            .with_context(
+                active_model="sale.order",
+                active_ids=(so1 + so2).ids,
+            )
+            .create({"advance_payment_method": "delivered"})
+        )
+        invoices = invoice_wizard._create_invoices(so1 + so2)
+        invoices.action_post()
+
+        # Find the invoice that covers both SO lines
+        combined_invoice = invoices[:1]
+        self.assertGreaterEqual(combined_invoice.project_count, 2)
+        self.assertIn(project1, combined_invoice.project_ids)
+        self.assertIn(project2, combined_invoice.project_ids)
+
+    def test_action_open_projects_single(self):
+        """action_open_projects returns a form view when there is one project."""
+        so = self._confirm_sale_order(self.service_product)
+        invoice = self._invoice_sale_order(so)
+        self.assertEqual(invoice.project_count, 1)
+
+        action = invoice.action_open_projects()
+        self.assertEqual(action["res_id"], invoice.project_ids.id)
+        view_types = [v[1] for v in action["views"]]
+        self.assertIn("form", view_types)
+        self.assertNotIn("list", view_types)
+
+    def test_action_open_projects_multiple(self):
+        """action_open_projects returns a list view when there are multiple projects."""
+        so1 = self._confirm_sale_order(self.service_product)
+        so2 = self._confirm_sale_order(self.service_product)
+
+        invoice_wizard = (
+            self.env["sale.advance.payment.inv"]
+            .with_context(
+                active_model="sale.order",
+                active_ids=(so1 + so2).ids,
+            )
+            .create({"advance_payment_method": "delivered"})
+        )
+        invoices = invoice_wizard._create_invoices(so1 + so2)
+        invoices.action_post()
+
+        combined_invoice = invoices[:1]
+        if combined_invoice.project_count < 2:
+            self.skipTest("Combined invoice does not span multiple projects")
+
+        action = combined_invoice.action_open_projects()
+        view_types = [v[1] for v in action["views"]]
+        self.assertIn("list", view_types)
+        self.assertIn("form", view_types)
+        self.assertNotIn("target", action)
+
+    def test_projects_name_separator(self):
+        """projects_name joins multiple project names with ' ; '."""
+        so1 = self._confirm_sale_order(self.service_product)
+        so2 = self._confirm_sale_order(self.service_product)
+
+        invoice_wizard = (
+            self.env["sale.advance.payment.inv"]
+            .with_context(
+                active_model="sale.order",
+                active_ids=(so1 + so2).ids,
+            )
+            .create({"advance_payment_method": "delivered"})
+        )
+        invoices = invoice_wizard._create_invoices(so1 + so2)
+        invoices.action_post()
+
+        combined_invoice = invoices[:1]
+        if combined_invoice.project_count >= 2:
+            self.assertIn(" ; ", combined_invoice.projects_name)

project_link_from_invoice/views/account_move_view.xml

@@ -0,0 +1,35 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<odoo>
+    <record id="view_move_form_project_link_from_invoice_inherit" model="ir.ui.view">
+        <field name="name">account.move.form.project.link</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_move_form" />
+        <field name="priority" eval="99" />
+        <field name="arch" type="xml">
+            <xpath expr="//div[@name='button_box']" position="inside">
+                <button
+                    name="action_open_projects"
+                    class="oe_stat_button"
+                    icon="fa-puzzle-piece"
+                    type="object"
+                    invisible="project_count == 0"
+                >
+                    <field name="project_count" widget="statinfo" string="Project(s)" />
+                </button>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="view_invoice_tree_project_link_from_invoice_inherit" model="ir.ui.view">
+        <field name="name">account.invoice.list.project.link</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_invoice_tree"/>
+        <field name="arch" type="xml">
+            <xpath expr="//list/field[@name='invoice_date']" position="before">
+                <field name="projects_name" />
+            </xpath>
+        </field>
+    </record>
+
+</odoo>
+