[18.0] [MIG] account_tax_balance: Migration to 18.0

account_tax_balance/README.rst

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+===========
+Tax Balance
+===========
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:4d5facdf6681a965b6e08ba419158ba2aeef8620a80b74a8b05225e74298acbd
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Mature-brightgreen.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Mature
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--financial--reporting-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-financial-reporting/tree/18.0/account_tax_balance
+    :alt: OCA/account-financial-reporting
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-financial-reporting-18-0/account-financial-reporting-18-0-account_tax_balance
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-financial-reporting&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows to compute tax balances within a certain date range.
+It depends on date_range module and exposes 'compute' methods that can
+be called by other modules (like localization ones).
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+Accounting --> Reporting --> Taxes Balance
+
+Select the company, the date range, the target moves and 'open taxes'
+
+|image1|
+
+.. |image1| image:: https://raw.githubusercontent.com/account_tax_balance/static/description/tax_balance.png
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-reporting/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-financial-reporting/issues/new?body=module:%20account_tax_balance%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Agile Business Group
+* Therp BV
+* Tecnativa
+* ACSONE SA/NV
+
+Contributors
+------------
+
+-  Lorenzo Battistini <[email protected]>
+-  Giovanni Capalbo <[email protected]>
+-  Tecnativa - Antonio Espinosa
+-  Tecnativa - Pedro M. Baeza
+-  ACSONE SA/NV - Stéphane Bidoul
+-  Andrea Stirpe <[email protected]>
+-  Iván Antón <[email protected]>
+-  `Sygel <https://www.sygel.es>`__:
+
+   -  Valentin Vinagre
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/account-financial-reporting <https://github.com/OCA/account-financial-reporting/tree/18.0/account_tax_balance>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_tax_balance/__init__.py

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+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models
+from . import wizard
+from .hooks import pre_init_hook

account_tax_balance/__manifest__.py

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+# Copyright 2016 Lorenzo Battistini - Agile Business Group
+# Copyright 2016 Tecnativa - Antonio Espinosa
+# Copyright 2016 ACSONE SA/NV - Stéphane Bidoul
+# Copyright 2017 Tecnativa - Pedro M. Baeza
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+{
+    "name": "Tax Balance",
+    "summary": "Compute tax balances based on date range",
+    "version": "18.0.1.0.0",
+    "development_status": "Mature",
+    "category": "Invoices & Payments",
+    "website": "https://github.com/OCA/account-financial-reporting",
+    "author": "Agile Business Group, Therp BV, Tecnativa, ACSONE SA/NV, "
+    "Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "installable": True,
+    "depends": ["account", "date_range"],
+    "data": [
+        "wizard/open_tax_balances_view.xml",
+        "views/account_move_view.xml",
+        "views/account_tax_view.xml",
+        "security/ir.model.access.csv",
+    ],
+    "images": ["images/tax_balance.png"],
+    "pre_init_hook": "pre_init_hook",
+}

account_tax_balance/hooks.py

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+# Copyright 2020 Opener B.V. <https://opener.amsterdam>
+# Copyright 2020 Tecnativa - Pedro M. Baeza
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+import logging
+
+from psycopg2 import sql
+
+
+def pre_init_hook(env):
+    """Precreate financial_type and fill with appropriate values to prevent
+    a MemoryError when the ORM attempts to call its compute method on a large
+    amount of preexisting moves. Note that the order of the mapping is
+    important as one move can have move lines on accounts of multiple types
+    and the move type is set in the order of precedence."""
+    logger = logging.getLogger(__name__)
+    logger.info("Add account_move.financial_type column if it does not yet exist")
+    env.cr.execute(
+        "ALTER TABLE account_move ADD COLUMN IF NOT EXISTS financial_type VARCHAR"
+    )
+    MAPPING = [
+        ("liquidity", "asset_cash", False),
+        ("liquidity", "liability_credit_card", False),
+        ("payable", "liability_payable", "AND aml.balance < 0"),
+        ("payable_refund", "liability_payable", "AND aml.balance >= 0"),
+        ("receivable", "asset_receivable", "AND aml.balance > 0"),
+        ("receivable_refund", "asset_receivable", "AND aml.balance <= 0"),
+        ("other", False, False),
+    ]
+    for financial_type, account_type, extra_where in MAPPING:
+        args = [financial_type]
+        query = sql.SQL("UPDATE account_move am SET financial_type = %s")
+        if account_type:
+            query += sql.SQL(
+                """FROM account_move_line aml
+                WHERE aml.account_id IN (
+                    SELECT id FROM account_account
+                    WHERE account_type = %s)
+                AND aml.move_id = am.id AND am.financial_type IS NULL
+                """
+            )
+            args.append(account_type)
+        else:
+            query += sql.SQL("WHERE am.financial_type IS NULL")
+        if extra_where:
+            query += sql.SQL(extra_where)
+        env.cr.execute(query, tuple(args))
+        logger.info("%s move set to type %s", financial_type, env.cr.rowcount)