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Thomas Gambier
erp5
Commits
2df92e7f
Commit
2df92e7f
authored
Jun 08, 2016
by
Nicolas Wavrant
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erp5_accounting: adds filtering on ledger for Journal Report
parent
959ed281
Changes
8
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8 changed files
with
220 additions
and
1 deletion
+220
-1
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_getJournalReportSectionList.py
...ccountingTransactionModule_getJournalReportSectionList.py
+13
-0
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_getJournalSectionLineList.py
.../AccountingTransactionModule_getJournalSectionLineList.py
+3
-0
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_getJournalSectionLineList.xml
...AccountingTransactionModule_getJournalSectionLineList.xml
+1
-1
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_viewJournalDialog.xml
...ounting/AccountingTransactionModule_viewJournalDialog.xml
+1
-0
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_viewJournalDialog/your_ledger.xml
...untingTransactionModule_viewJournalDialog/your_ledger.xml
+84
-0
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_viewJournalReport.xml
...ounting/AccountingTransactionModule_viewJournalReport.xml
+1
-0
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_viewJournalReport/your_ledger.xml
...untingTransactionModule_viewJournalReport/your_ledger.xml
+84
-0
product/ERP5/tests/testAccountingReports.py
product/ERP5/tests/testAccountingReports.py
+33
-0
No files found.
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_getJournalReportSectionList.py
View file @
2df92e7f
...
@@ -2,10 +2,13 @@ from Products.ERP5Form.Report import ReportSection
...
@@ -2,10 +2,13 @@ from Products.ERP5Form.Report import ReportSection
request
=
container
.
REQUEST
request
=
container
.
REQUEST
Base_translateString
=
container
.
Base_translateString
Base_translateString
=
container
.
Base_translateString
portal
=
context
.
getPortalObject
()
portal_type
=
request
[
'portal_type'
]
portal_type
=
request
[
'portal_type'
]
simulation_state
=
request
[
'simulation_state'
]
simulation_state
=
request
[
'simulation_state'
]
hide_analytic
=
request
[
'hide_analytic'
]
hide_analytic
=
request
[
'hide_analytic'
]
project
=
request
.
get
(
'project'
,
None
)
project
=
request
.
get
(
'project'
,
None
)
ledger
=
request
.
get
(
'ledger'
,
None
)
at_date
=
request
[
'at_date'
].
latestTime
()
at_date
=
request
[
'at_date'
].
latestTime
()
from_date
=
request
.
get
(
'from_date'
)
or
at_date
.
earliestTime
()
from_date
=
request
.
get
(
'from_date'
)
or
at_date
.
earliestTime
()
section_uid
=
context
.
Base_getSectionUidListForSectionCategory
(
section_uid
=
context
.
Base_getSectionUidListForSectionCategory
(
...
@@ -38,6 +41,16 @@ if project:
...
@@ -38,6 +41,16 @@ if project:
selection_params
[
'project_uid'
]
=
\
selection_params
[
'project_uid'
]
=
\
context
.
getPortalObject
().
restrictedTraverse
(
project
).
getUid
()
context
.
getPortalObject
().
restrictedTraverse
(
project
).
getUid
()
if
ledger
:
if
not
isinstance
(
ledger
,
list
):
# Allows the generation of reports on different ledgers as the same time
ledger
=
[
ledger
]
portal_categories
=
portal
.
portal_categories
ledger_value_list
=
[
portal_categories
.
restrictedTraverse
(
ledger_category
,
None
)
for
ledger_category
in
ledger
]
for
ledger_value
in
ledger_value_list
:
selection_params
.
setdefault
(
'ledger_uid'
,
[]).
append
(
ledger_value
.
getUid
())
analytic_column_list
=
()
analytic_column_list
=
()
if
hide_analytic
:
if
hide_analytic
:
selection_params
[
'group_by'
]
=
(
'explanation_uid'
,
selection_params
[
'group_by'
]
=
(
'explanation_uid'
,
...
...
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_getJournalSectionLineList.py
View file @
2df92e7f
...
@@ -19,6 +19,9 @@ if project_uid:
...
@@ -19,6 +19,9 @@ if project_uid:
else
:
else
:
extra_kw
[
'project_uid'
]
=
project_uid
extra_kw
[
'project_uid'
]
=
project_uid
if
ledger_uid
:
extra_kw
[
'ledger_uid'
]
=
ledger_uid
account_title_cache
=
{}
account_title_cache
=
{}
def
getAccountId
(
node_relative_url
):
def
getAccountId
(
node_relative_url
):
if
node_relative_url
not
in
account_title_cache
:
if
node_relative_url
not
in
account_title_cache
:
...
...
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_getJournalSectionLineList.xml
View file @
2df92e7f
...
@@ -50,7 +50,7 @@
...
@@ -50,7 +50,7 @@
</item>
</item>
<item>
<item>
<key>
<string>
_params
</string>
</key>
<key>
<string>
_params
</string>
</key>
<value>
<string>
selection, at_date, from_date, portal_type, simulation_state, section_uid, payment_mode=None, payment=None, gap_root=None, group_by=None, analytic_column_list=[], project_uid=None, **kw
</string>
</value>
<value>
<string>
selection, at_date, from_date, portal_type, simulation_state, section_uid, payment_mode=None, payment=None, gap_root=None, group_by=None, analytic_column_list=[], project_uid=None,
ledger_uid=None,
**kw
</string>
</value>
</item>
</item>
<item>
<item>
<key>
<string>
id
</string>
</key>
<key>
<string>
id
</string>
</key>
...
...
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_viewJournalDialog.xml
View file @
2df92e7f
...
@@ -91,6 +91,7 @@
...
@@ -91,6 +91,7 @@
<list>
<list>
<string>
your_simulation_state
</string>
<string>
your_simulation_state
</string>
<string>
your_portal_type
</string>
<string>
your_portal_type
</string>
<string>
your_ledger
</string>
</list>
</list>
</value>
</value>
</item>
</item>
...
...
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_viewJournalDialog/your_ledger.xml
0 → 100644
View file @
2df92e7f
<?xml version="1.0"?>
<ZopeData>
<record
id=
"1"
aka=
"AAAAAAAAAAE="
>
<pickle>
<global
name=
"ProxyField"
module=
"Products.ERP5Form.ProxyField"
/>
</pickle>
<pickle>
<dictionary>
<item>
<key>
<string>
id
</string>
</key>
<value>
<string>
your_ledger
</string>
</value>
</item>
<item>
<key>
<string>
message_values
</string>
</key>
<value>
<dictionary>
<item>
<key>
<string>
external_validator_failed
</string>
</key>
<value>
<string>
The input failed the external validator.
</string>
</value>
</item>
</dictionary>
</value>
</item>
<item>
<key>
<string>
overrides
</string>
</key>
<value>
<dictionary>
<item>
<key>
<string>
field_id
</string>
</key>
<value>
<string></string>
</value>
</item>
<item>
<key>
<string>
form_id
</string>
</key>
<value>
<string></string>
</value>
</item>
<item>
<key>
<string>
target
</string>
</key>
<value>
<string></string>
</value>
</item>
</dictionary>
</value>
</item>
<item>
<key>
<string>
tales
</string>
</key>
<value>
<dictionary>
<item>
<key>
<string>
field_id
</string>
</key>
<value>
<string></string>
</value>
</item>
<item>
<key>
<string>
form_id
</string>
</key>
<value>
<string></string>
</value>
</item>
<item>
<key>
<string>
target
</string>
</key>
<value>
<string></string>
</value>
</item>
</dictionary>
</value>
</item>
<item>
<key>
<string>
values
</string>
</key>
<value>
<dictionary>
<item>
<key>
<string>
field_id
</string>
</key>
<value>
<string>
your_ledger
</string>
</value>
</item>
<item>
<key>
<string>
form_id
</string>
</key>
<value>
<string>
AccountModule_viewDialogFieldLibrary
</string>
</value>
</item>
<item>
<key>
<string>
target
</string>
</key>
<value>
<string>
Click to edit the target
</string>
</value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_viewJournalReport.xml
View file @
2df92e7f
...
@@ -98,6 +98,7 @@
...
@@ -98,6 +98,7 @@
<string>
your_at_date
</string>
<string>
your_at_date
</string>
<string>
your_gap_root
</string>
<string>
your_gap_root
</string>
<string>
your_portal_type
</string>
<string>
your_portal_type
</string>
<string>
your_ledger
</string>
<string>
your_simulation_state
</string>
<string>
your_simulation_state
</string>
</list>
</list>
</value>
</value>
...
...
bt5/erp5_accounting/SkinTemplateItem/portal_skins/erp5_accounting/AccountingTransactionModule_viewJournalReport/your_ledger.xml
0 → 100644
View file @
2df92e7f
<?xml version="1.0"?>
<ZopeData>
<record
id=
"1"
aka=
"AAAAAAAAAAE="
>
<pickle>
<global
name=
"ProxyField"
module=
"Products.ERP5Form.ProxyField"
/>
</pickle>
<pickle>
<dictionary>
<item>
<key>
<string>
id
</string>
</key>
<value>
<string>
your_ledger
</string>
</value>
</item>
<item>
<key>
<string>
message_values
</string>
</key>
<value>
<dictionary>
<item>
<key>
<string>
external_validator_failed
</string>
</key>
<value>
<string>
The input failed the external validator.
</string>
</value>
</item>
</dictionary>
</value>
</item>
<item>
<key>
<string>
overrides
</string>
</key>
<value>
<dictionary>
<item>
<key>
<string>
field_id
</string>
</key>
<value>
<string></string>
</value>
</item>
<item>
<key>
<string>
form_id
</string>
</key>
<value>
<string></string>
</value>
</item>
<item>
<key>
<string>
target
</string>
</key>
<value>
<string></string>
</value>
</item>
</dictionary>
</value>
</item>
<item>
<key>
<string>
tales
</string>
</key>
<value>
<dictionary>
<item>
<key>
<string>
field_id
</string>
</key>
<value>
<string></string>
</value>
</item>
<item>
<key>
<string>
form_id
</string>
</key>
<value>
<string></string>
</value>
</item>
<item>
<key>
<string>
target
</string>
</key>
<value>
<string></string>
</value>
</item>
</dictionary>
</value>
</item>
<item>
<key>
<string>
values
</string>
</key>
<value>
<dictionary>
<item>
<key>
<string>
field_id
</string>
</key>
<value>
<string>
your_ledger
</string>
</value>
</item>
<item>
<key>
<string>
form_id
</string>
</key>
<value>
<string>
AccountModule_viewReportFieldLibrary
</string>
</value>
</item>
<item>
<key>
<string>
target
</string>
</key>
<value>
<string>
Click to edit the target
</string>
</value>
</item>
</dictionary>
</value>
</item>
</dictionary>
</pickle>
</record>
</ZopeData>
product/ERP5/tests/testAccountingReports.py
View file @
2df92e7f
...
@@ -527,6 +527,39 @@ class TestAccountingReports(AccountingTestCase, ERP5ReportTestCase):
...
@@ -527,6 +527,39 @@ class TestAccountingReports(AccountingTestCase, ERP5ReportTestCase):
self
.
assertTrue
(
line_list
[
-
1
].
isStatLine
())
self
.
assertTrue
(
line_list
[
-
1
].
isStatLine
())
self
.
checkLineProperties
(
line_list
[
-
1
],
debit
=
500
,
credit
=
500
)
self
.
checkLineProperties
(
line_list
[
-
1
],
debit
=
500
,
credit
=
500
)
def
testJournalLedger
(
self
):
self
.
createLedgerDataSet
()
request_form
=
self
.
portal
.
REQUEST
.
form
request_form
[
'at_date'
]
=
DateTime
(
2006
,
2
,
2
)
request_form
[
'section_category'
]
=
'group/demo_group'
request_form
[
'section_category_strict'
]
=
False
request_form
[
'portal_type'
]
=
[
'Sale Invoice Transaction'
]
request_form
[
'simulation_state'
]
=
[
'delivered'
]
request_form
[
'ledger'
]
=
'ledger/accounting/general'
request_form
[
'hide_analytic'
]
=
True
report_section_list
=
self
.
getReportSectionList
(
self
.
portal
.
accounting_module
,
'AccountingTransactionModule_viewJournalReport'
)
self
.
assertEqual
(
1
,
len
(
report_section_list
))
line_list
=
self
.
getListBoxLineList
(
report_section_list
[
0
])
data_line_list
=
[
l
for
l
in
line_list
if
l
.
isDataLine
()]
self
.
assertEqual
(
2
,
len
(
data_line_list
))
self
.
checkLineProperties
(
data_line_list
[
0
],
node_title
=
'41'
,
mirror_section_title
=
'Client 1'
,
debit
=
500
,
credit
=
0
)
self
.
checkLineProperties
(
data_line_list
[
1
],
node_title
=
'7'
,
debit
=
0
,
credit
=
500
)
stat_line
=
line_list
[
-
1
]
self
.
assertTrue
(
line_list
[
-
1
].
isStatLine
())
self
.
checkLineProperties
(
line_list
[
-
1
],
debit
=
500
,
credit
=
500
)
def
createAccountStatementDataSet
(
self
,
use_two_bank_accounts
=
1
):
def
createAccountStatementDataSet
(
self
,
use_two_bank_accounts
=
1
):
"""Create transactions for Account statement report.
"""Create transactions for Account statement report.
...
...
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