[MIG] fiscal_company_base: Migration to 16.0 (from 12.0)

- allow to disable 'with_company' call in odoo, with the key in the context - adapt code to V16 - remove useless (and not working) code to propagate properties - move abstract into fiscal_company_base (adding tests) - restore (partially) disabled accounting dashboard
grap · Aug 8, 2024 · 117f48d · 117f48d
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diff --git a/fiscal_company_account/__manifest__.py b/fiscal_company_account/__manifest__.py
@@ -5,7 +5,7 @@
 
 {
     "name": "CAE - Account",
-    "version": "12.0.1.1.0",
+    "version": "16.0.1.0.0",
     "category": "CAE",
     "summary": "Glue Module between CAE and Account modules",
     "author": "GRAP",
@@ -14,18 +14,15 @@
     "depends": ["fiscal_company_base", "account"],
     "data": [
         "security/ir_rule.xml",
-        "views/menu.xml",
-        "views/view_account_move.xml",
-        "views/view_res_partner.xml",
+        # "views/menu.xml",
+        # "views/view_account_move.xml",
+        # "views/view_res_partner.xml",
     ],
     "demo": [
         "demo/res_groups.xml",
         "demo/account_account.xml",
         "demo/account_journal.xml",
         "demo/account_tax.xml",
-        "demo/product_category.xml",
-        "demo/product_product.xml",
-        "demo/product_template.xml",
         "demo/res_partner.xml",
         "demo/ir_property.xml",
     ],

diff --git a/fiscal_company_account/demo/account_account.xml b/fiscal_company_account/demo/account_account.xml
@@ -9,65 +9,96 @@ Copyright (C) 2013-Today GRAP (http://www.grap.coop)
 
     <record model="account.account" id="account_payable_cae">
         <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
-        <field name="code">401_CAE</field>
+        <field name="code">401CAE</field>
         <field name="name">CAE - Payable - (test) </field>
-        <field name="user_type_id" ref="account.data_account_type_payable"/>
+        <field name="account_type">liability_payable</field>
         <field name="reconcile" eval="True" />
     </record>
 
     <record model="account.account" id="account_receivable_cae">
         <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
-        <field name="code">411_CAE</field>
+        <field name="code">411CAE</field>
         <field name="name">CAE - Receivable - (test) </field>
-        <field name="user_type_id" ref="account.data_account_type_receivable"/>
+        <field name="account_type">asset_receivable</field>
         <field name="reconcile" eval="True" />
     </record>
 
     <record model="account.account" id="account_custom_payable_cae">
         <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
-        <field name="code">401_CAE_CUS</field>
+        <field name="code">401CAECUSTOM</field>
         <field name="name">CAE - Custom Payable - (test) </field>
-        <field name="user_type_id" ref="account.data_account_type_payable"/>
+        <field name="account_type">liability_payable</field>
         <field name="reconcile" eval="True" />
     </record>
 
     <record model="account.account" id="account_custom_receivable_cae">
         <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
-        <field name="code">411_CAE_CUS</field>
+        <field name="code">411CAECUSTOM</field>
         <field name="name">CAE - Custom Receivable - (test) </field>
-        <field name="user_type_id" ref="account.data_account_type_receivable"/>
+        <field name="account_type">asset_receivable</field>
+        <field name="reconcile" eval="True" />
+    </record>
+
+    <record model="account.account" id="account_vat_deductible_cae">
+        <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
+        <field name="code">4456CAE</field>
+        <field name="name">CAE - VAT Received - (test) </field>
+        <field name="account_type">liability_current</field>
+        <field name="reconcile" eval="True" />
+    </record>
+
+    <record model="account.account" id="account_vat_received_cae">
+        <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
+        <field name="code">4457CAE</field>
+        <field name="name">CAE - VAT Deductible - (test) </field>
+        <field name="account_type">liability_current</field>
         <field name="reconcile" eval="True" />
     </record>
 
     <!-- Bank and Cash Part -->
-    <record model="account.account" id="account_bank_cae">
+    <record model="account.account" id="account_bank_default_cae">
+        <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
+        <field name="code">512CAEBANKDEFAULT</field>
+        <field name="name">CAE - Bank (Default Account) - (test)</field>
+        <field name="account_type">asset_cash</field>
+    </record>
+
+    <record model="account.account" id="account_bank_suspense_cae">
+        <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
+        <field name="code">512CAEBANKSUSPENSE</field>
+        <field name="name">CAE - Bank (Suspense Account) - (test)</field>
+        <field name="account_type">asset_current</field>
+    </record>
+
+    <record model="account.account" id="account_bank_payment_cae">
         <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
-        <field name="code">CAE_512</field>
-        <field name="name">CAE - Bank - (test)</field>
-        <field name="user_type_id" ref="account.data_account_type_liquidity"/>
+        <field name="code">512CAEBANKPAYMENT</field>
+        <field name="name">CAE - Bank (Payment Account) - (test)</field>
+        <field name="account_type">asset_current</field>
+        <field name="reconcile" eval="True"/>
     </record>
 
     <record model="account.account" id="account_cash_cae">
         <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
-        <field name="code">CAE_581</field>
+        <field name="code">581CAE</field>
         <field name="name">CAE - Cash - (test)</field>
-        <field name="user_type_id" ref="account.data_account_type_liquidity"/>
+        <field name="account_type">asset_cash</field>
     </record>
 
     <!-- Expense Part-->
     <record model="account.account" id="account_expense_cae">
         <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
-        <field name="code">CAE_601</field>
+        <field name="code">607CAE</field>
         <field name="name">CAE - Expenses - (test)</field>
-        <field name="user_type_id" ref="account.data_account_type_expenses"/>
+        <field name="account_type">expense</field>
     </record>
 
     <!-- Income Part-->
     <record model="account.account" id="account_income_cae">
         <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
-        <field name="code">CAE_702</field>
+        <field name="code">707CAE</field>
         <field name="name">CAE - Product Sales - (test)</field>
-        <field name="user_type_id" ref="account.data_account_type_revenue"/>
+        <field name="account_type">income</field>
     </record>
 
 </odoo>
diff --git a/fiscal_company_account/demo/account_journal.xml b/fiscal_company_account/demo/account_journal.xml
@@ -26,6 +26,18 @@ Copyright (C) 2013-Today GRAP (http://www.grap.coop)
         <field name="code">CAE_BANK</field>
         <field name="name">CAE - Bank Journal - (test)</field>
         <field name="type">bank</field>
+        <field name="default_account_id" ref="account_bank_default_cae"/>
+        <field name="suspense_account_id" ref="account_bank_suspense_cae"/>
     </record>
 
+    <function model="account.payment.method.line" name="write">
+        <value model="account.payment.method.line" eval="obj().env.ref('fiscal_company_account.journal_bank').inbound_payment_method_line_ids.id"/>
+        <value eval="{'payment_account_id': ref('fiscal_company_account.account_bank_payment_cae')}"/>
+    </function>
+
+    <function model="account.payment.method.line" name="write">
+        <value model="account.payment.method.line" eval="obj().env.ref('fiscal_company_account.journal_bank').outbound_payment_method_line_ids.id"/>
+        <value eval="{'payment_account_id': ref('fiscal_company_account.account_bank_payment_cae')}"/>
+    </function>
+
 </odoo>
diff --git a/fiscal_company_account/demo/account_tax.xml b/fiscal_company_account/demo/account_tax.xml
@@ -1,4 +1,5 @@
 <?xml version="1.0" encoding="utf-8"?>
+<!-- oca-hooks:disable=xml-duplicate-record-id -->
 <!--
 Copyright (C) 2013-Today GRAP (http://www.grap.coop)
 @author Julien Weste
@@ -7,10 +8,58 @@ Copyright (C) 2013-Today GRAP (http://www.grap.coop)
 -->
 <odoo>
 
-    <record model="account.tax" id="sale_tax_20">
+    <!-- Sale Tax 20% -->
+    <record model="account.tax.repartition.line" id="sale_tax_20_repartition_invoice_base" >
+        <field name="factor_percent">100</field>
+        <field name="repartition_type">base</field>
+    </record>
+
+    <record model="account.tax.repartition.line" id="sale_tax_20_repartition_invoice_tax">
+        <field name="factor_percent">100</field>
+        <field name="repartition_type">tax</field>
+    </record>
+
+    <record model="account.tax.repartition.line" id="sale_tax_20_repartition_refund_base" >
+        <field name="factor_percent">100</field>
+        <field name="repartition_type">base</field>
+    </record>
+
+    <record model="account.tax.repartition.line" id="sale_tax_20_repartition_refund_tax" >
+        <field name="factor_percent">100</field>
+        <field name="repartition_type">tax</field>
+    </record>
+
+    <record model="account.tax" id="sale_tax_20" >
+        <field name="name">Sale Tax 20% (Price Excl.)</field>
+        <field name="type_tax_use">sale</field>
+        <field name="amount_type">percent</field>
+        <field name="amount">20.0</field>
+        <field name="price_include" eval="False" />
         <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
+        <field name="country_id" ref="base.fr"/>
+        <field name="invoice_repartition_line_ids" eval="[
+            Command.link(ref('fiscal_company_account.sale_tax_20_repartition_invoice_base')),
+            Command.link(ref('fiscal_company_account.sale_tax_20_repartition_invoice_tax')),
+        ]"/>
+        <field name="refund_repartition_line_ids" eval="[
+            Command.link(ref('fiscal_company_account.sale_tax_20_repartition_refund_base')),
+            Command.link(ref('fiscal_company_account.sale_tax_20_repartition_refund_tax')),
+        ]"/>
+    </record>
+
+
+    <record model="account.tax.repartition.line"  id="sale_tax_20_repartition_invoice_tax" >
+        <field name="account_id" ref="account_vat_received_cae"/>
+    </record>
+
+    <record model="account.tax.repartition.line" id="sale_tax_20_repartition_refund_tax" >
+        <field name="account_id" ref="account_vat_received_cae"/>
+    </record>
+
+<!--
+
+    <record model="account.tax" id="sale_tax_20">
         <field name="name">Sale Tax (20% Excluded)</field>
-        <field name="type_tax_use">sale</field>
         <field name="amount">20</field>
     </record>
 
@@ -21,5 +70,54 @@ Copyright (C) 2013-Today GRAP (http://www.grap.coop)
         <field name="amount">20</field>
     </record>
 
+ -->
+
+    <!-- Purchase Tax 20% -->
+    <record model="account.tax.repartition.line" id="purchase_tax_20_repartition_invoice_base" >
+        <field name="factor_percent">100</field>
+        <field name="repartition_type">base</field>
+    </record>
+
+    <record model="account.tax.repartition.line" id="purchase_tax_20_repartition_invoice_tax">
+        <field name="factor_percent">100</field>
+        <field name="repartition_type">tax</field>
+    </record>
+
+    <record model="account.tax.repartition.line" id="purchase_tax_20_repartition_refund_base" >
+        <field name="factor_percent">100</field>
+        <field name="repartition_type">base</field>
+    </record>
+
+    <record model="account.tax.repartition.line" id="purchase_tax_20_repartition_refund_tax" >
+        <field name="factor_percent">100</field>
+        <field name="repartition_type">tax</field>
+    </record>
+
+    <record model="account.tax" id="purchase_tax_20" >
+        <field name="name">Purchase Tax 20% (Price Excl.)</field>
+        <field name="type_tax_use">purchase</field>
+        <field name="amount_type">percent</field>
+        <field name="amount">20.0</field>
+        <field name="price_include" eval="False" />
+        <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
+        <field name="country_id" ref="base.fr"/>
+        <field name="invoice_repartition_line_ids" eval="[
+            Command.link(ref('fiscal_company_account.purchase_tax_20_repartition_invoice_base')),
+            Command.link(ref('fiscal_company_account.purchase_tax_20_repartition_invoice_tax')),
+        ]"/>
+        <field name="refund_repartition_line_ids" eval="[
+            Command.link(ref('fiscal_company_account.purchase_tax_20_repartition_refund_base')),
+            Command.link(ref('fiscal_company_account.purchase_tax_20_repartition_refund_tax')),
+        ]"/>
+    </record>
+
+
+    <record model="account.tax.repartition.line"  id="purchase_tax_20_repartition_invoice_tax" >
+        <field name="account_id" ref="account_vat_deductible_cae"/>
+    </record>
+
+    <record model="account.tax.repartition.line" id="purchase_tax_20_repartition_refund_tax" >
+        <field name="account_id" ref="account_vat_deductible_cae"/>
+    </record>
 
 </odoo>
diff --git a/fiscal_company_account/demo/ir_property.xml b/fiscal_company_account/demo/ir_property.xml
@@ -7,32 +7,76 @@ Copyright (C) 2013-Today GRAP (http://www.grap.coop)
 -->
 <odoo>
 
+    <!-- Partner Properties -->
     <record id="property_account_receivable_CH1" model="ir.property">
-        <field name="name">CAE - property_account_receivable CH1</field>
+        <field name="name">property_account_receivable_id</field>
         <field name="company_id" ref="fiscal_company_base.company_fiscal_child_1"/>
         <field name="fields_id" ref="account.field_res_partner__property_account_receivable_id"/>
         <field name="value" eval="'account.account,'+str(account_receivable_cae)"/>
     </record>
 
     <record id="property_account_receivable_CH2" model="ir.property">
-        <field name="name">CAE - property_account_receivable CH2</field>
+        <field name="name">property_account_receivable_id</field>
         <field name="company_id" ref="fiscal_company_base.company_fiscal_child_2"/>
         <field name="fields_id" ref="account.field_res_partner__property_account_receivable_id"/>
         <field name="value" eval="'account.account,'+str(account_receivable_cae)"/>
     </record>
 
     <record id="property_account_payable_CH1" model="ir.property">
-        <field name="name">CAE - property_account_payable CH1</field>
+        <field name="name">property_account_payable_id</field>
         <field name="company_id" ref="fiscal_company_base.company_fiscal_child_1"/>
         <field name="fields_id" ref="account.field_res_partner__property_account_payable_id"/>
         <field name="value" eval="'account.account,'+str(account_payable_cae)"/>
     </record>
 
     <record id="property_account_payable_CH2" model="ir.property">
-        <field name="name">CAE - property_account_payable CH2</field>
+        <field name="name">property_account_payable_id</field>
         <field name="company_id" ref="fiscal_company_base.company_fiscal_child_2"/>
         <field name="fields_id" ref="account.field_res_partner__property_account_payable_id"/>
         <field name="value" eval="'account.account,'+str(account_payable_cae)"/>
     </record>
 
+    <!-- Product Category Properties -->
+    <record id="property_account_income_categ_id_CAE" model="ir.property">
+        <field name="name">property_account_income_categ_id</field>
+        <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
+        <field name="fields_id" ref="account.field_product_category__property_account_income_categ_id"/>
+        <field name="value" eval="'account.account,'+str(account_income_cae)"/>
+    </record>
+
+    <record id="property_account_income_categ_id_CH1" model="ir.property">
+        <field name="name">property_account_income_categ_id</field>
+        <field name="company_id" ref="fiscal_company_base.company_fiscal_child_1"/>
+        <field name="fields_id" ref="account.field_product_category__property_account_income_categ_id"/>
+        <field name="value" eval="'account.account,'+str(account_income_cae)"/>
+    </record>
+
+    <record id="property_account_income_categ_id_CH2" model="ir.property">
+        <field name="name">property_account_income_categ_id</field>
+        <field name="company_id" ref="fiscal_company_base.company_fiscal_child_2"/>
+        <field name="fields_id" ref="account.field_product_category__property_account_income_categ_id"/>
+        <field name="value" eval="'account.account,'+str(account_income_cae)"/>
+    </record>
+
+    <record id="property_account_expense_categ_id_CAE" model="ir.property">
+        <field name="name">property_account_expense_categ_id</field>
+        <field name="company_id" ref="fiscal_company_base.company_fiscal_mother"/>
+        <field name="fields_id" ref="account.field_product_category__property_account_expense_categ_id"/>
+        <field name="value" eval="'account.account,'+str(account_expense_cae)"/>
+    </record>
+
+    <record id="property_account_expense_categ_id_CH1" model="ir.property">
+        <field name="name">CAE - property_account_expense_categ_id CH1</field>
+        <field name="company_id" ref="fiscal_company_base.company_fiscal_child_1"/>
+        <field name="fields_id" ref="account.field_product_category__property_account_expense_categ_id"/>
+        <field name="value" eval="'account.account,'+str(account_expense_cae)"/>
+    </record>
+
+    <record id="property_account_expense_categ_id_CH2" model="ir.property">
+        <field name="name">property_account_expense_categ_id</field>
+        <field name="company_id" ref="fiscal_company_base.company_fiscal_child_2"/>
+        <field name="fields_id" ref="account.field_product_category__property_account_expense_categ_id"/>
+        <field name="value" eval="'account.account,'+str(account_expense_cae)"/>
+    </record>
+
 </odoo>
diff --git a/fiscal_company_account/demo/product_category.xml b/fiscal_company_account/demo/product_category.xml