[16.0][MIG] account_reversal

Migration to 16.0 by expanding core features adding: - The line reason to reversal - The 'To Be Reversed' field and filter - Displaying the move reason not only for invoices
OCA · Sep 19, 2023 · 403c1a3 · 403c1a3
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diff --git a/account_reversal/README.rst b/account_reversal/README.rst
@@ -1,56 +1,86 @@
-.. 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 Reversal
 ================
 
-This module adds an action "Reversal" on account moves,
-to allow the accountant to create reversal account moves in 2 clicks.
-Also add on account entries:
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:aea6af0bc6c878d12ee46838cf66f5dff38e15a1b575a58ad95213301f04633e
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |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--tools-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-financial-tools/tree/16.0/account_reversal
+    :alt: OCA/account-financial-tools
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_reversal
+    :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-tools&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module improves the current Odoo implementation of accounting entries
+reversal process by:
+
+* adding a checkbox and filter "to be reversed" on account moves.
+* allowing to add a line reason (the move reason already exists in core).
+* makes the reason for account entries visible for normal entries too.
+
+**Table of contents**
+
+.. contents::
+   :local:
 
-* a checkbox and filter "to be reversed"
-* a link between an entry and its reversal entry
+Usage
+=====
 
-Odoo v11c include a similar action (overwritten by this addon), but with less
-features, for instance:
+* To mark journal entries as 'To Be Reversed':
 
-* Allowing inheritance
-* Options like prefix (for journal entry and journal item), post and reconcile.
-* Create a link between the entry and its reversal
-* Mark entries to be reversed in the future.
+    #. Go to Accounting > Accounting > Journals > Journal Entries
+    #. In the journal entry, go to 'Other Info' tab and check the 'To Be Reversed' field.
 
-Usage
-=====
+.. image:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_reversal/static/description/move_form.png
+
+* In order to allow tracking entries that must be reversed for any reason:
 
-If you select an entry from Invoicing > Adviser > Accounting Entries > Journal Entries,
-then an action menu 'Reverse Entries' is available. If clicked, then a wizard
-allows user to select Reversal Date, Reversal Journal, Prefix, Post and Reconcile.
+    #. Go To Accounting > Accounting > Journals > Journal Entries to be Reversed
 
-* If no Reversal Journal is selected, then the same journal is used
-* If Post is True, then reversal entry will be posted else it will be leaved
-  as a draft entry.
-* If Post and Reconcile are True, then all entry lines with reconciled accounts
-  of the entry will be reconciled with the reserval entry ones.
+* The Reverse wizard with both reasons looks like:
 
-There is also a new menu Invoicing > Adviser > Accounting Entries > Journal Entries to be Reversed
-in order to allow tracking entries that must be reserved for any reason.
+.. image:: https://raw.githubusercontent.com/OCA/account-financial-tools/16.0/account_reversal/static/description/reversal.png
 
-.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
-   :alt: Try me on Runbot
-   :target: https://runbot.odoo-community.org/runbot/92/11.0
+Bug Tracker
+===========
 
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/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-tools/issues/new?body=module:%20account_reversal%0Aversion:%2016.0%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
 =======
 
-Images
-------
+Authors
+~~~~~~~
 
-* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
+* Akretion
+* Camptocamp
+* ACSONE SA/NV
+* Tecnativa
 
 Contributors
-------------
+~~~~~~~~~~~~
 
 * Alexis de Lattre (Akretion)
 * Guewen Baconnier (Camptocamp)
@@ -60,18 +90,21 @@ Contributors
 * Stéphane Bidoul (ACSONE)
 * Antonio Espinosa (Tecnativa)
 * Bhavesh Odedra <[email protected]>
+* Denis Roussel <[email protected]>
+
+Maintainers
+~~~~~~~~~~~
 
-Maintainer
-----------
+This module is maintained by the OCA.
 
 .. image:: https://odoo-community.org/logo.png
    :alt: Odoo Community Association
    :target: https://odoo-community.org
 
-This module is maintained by the OCA.
-
 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.
 
-To contribute to this module, please visit https://odoo-community.org.
+This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_reversal>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
diff --git a/account_reversal/__init__.py b/account_reversal/__init__.py
@@ -1,2 +1 @@
-from . import models
-from . import wizard
+from . import models, wizards
diff --git a/account_reversal/__manifest__.py b/account_reversal/__manifest__.py
@@ -6,7 +6,7 @@
 {
     "name": "Account Reversal",
     "summary": "Wizard for creating a reversal account move",
-    "version": "11.0.1.0.0",
+    "version": "16.0.1.0.0",
     "category": "Accounting & Finance",
     "website": "https://github.com/OCA/account-financial-tools",
     "author": "Akretion,"
@@ -15,11 +15,9 @@
     "Tecnativa,"
     "Odoo Community Association (OCA)",
     "license": "AGPL-3",
-    "application": False,
-    "installable": True,
     "depends": ["account"],
     "data": [
-        "wizard/account_move_reverse_view.xml",
         "views/account_move_view.xml",
+        "wizards/account_move_reversal.xml",
     ],
 }
diff --git a/account_reversal/i18n/account_reversal.pot b/account_reversal/i18n/account_reversal.pot
@@ -1,170 +1,61 @@
 # Translation of Odoo Server.
 # This file contains the translation of the following modules:
-#	* account_reversal
+# 	* account_reversal
 #
 msgid ""
 msgstr ""
-"Project-Id-Version: Odoo Server 11.0\n"
+"Project-Id-Version: Odoo Server 16.0\n"
 "Report-Msgid-Bugs-To: \n"
-"Last-Translator: <>\n"
+"POT-Creation-Date: 2023-09-19 08:57+0000\n"
+"PO-Revision-Date: 2023-09-19 08:57+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_reversal
-#: model:ir.model,name:account_reversal.model_account_move
-msgid "Account Entry"
+#: model:ir.model,name:account_reversal.model_account_move_reversal
+msgid "Account Move Reversal"
 msgstr ""
 
 #. module: account_reversal
-#: model:ir.ui.view,arch_db:account_reversal.view_account_move_reverse
-msgid "Cancel"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,help:account_reversal.field_account_move_to_be_reversed
+#: model:ir.model.fields,help:account_reversal.field_account_bank_statement_line__to_be_reversed
+#: model:ir.model.fields,help:account_reversal.field_account_move__to_be_reversed
+#: model:ir.model.fields,help:account_reversal.field_account_payment__to_be_reversed
 msgid "Check this box if your entry has to be reversed at the end of period."
 msgstr ""
 
-#. module: account_reversal
-#: model:ir.ui.view,arch_db:account_reversal.view_account_move_reverse
-msgid "Create reversal journal entries"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model,name:account_reversal.model_account_move_reverse
-msgid "Create reversal of account moves"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reverse_create_uid
-msgid "Created by"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reverse_create_date
-msgid "Created on"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reverse_display_name
-msgid "Display Name"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,help:account_reversal.field_account_move_reverse_date
-msgid "Enter the date of the reversal account entries. By default, Odoo proposes the same date of the move to reverse."
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,help:account_reversal.field_account_move_reverse_journal_id
-msgid "Enter the journal of the reversal account entries. If empty, Odoo uses the same journal of the move to reverse."
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reverse_move_prefix
-msgid "Entries Ref. Prefix"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reverse_id
-msgid "ID"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reverse_line_prefix
-msgid "Items Name Prefix"
-msgstr ""
-
 #. module: account_reversal
 #: model:ir.actions.act_window,name:account_reversal.action_move_to_be_reversed
 #: model:ir.ui.menu,name:account_reversal.menu_move_to_be_reversed
-#: model:ir.ui.view,arch_db:account_reversal.view_account_move_filter
+#: model_terms:ir.ui.view,arch_db:account_reversal.view_account_move_filter
 msgid "Journal Entries to be Reversed"
 msgstr ""
 
 #. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reverse___last_update
-msgid "Last Modified on"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reverse_write_uid
-msgid "Last Updated by"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reverse_write_date
-msgid "Last Updated on"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,help:account_reversal.field_account_move_reverse_reconcile
-msgid "Mark this if you want to reconcile items of both moves."
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,help:account_reversal.field_account_move_reverse_line_prefix
-msgid "Prefix that will be added to the 'Name' of the reversal account entrie items. If empty, Odoo uses the same name of the move line to reverse. (NOTE: A space is added after the prefix)."
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,help:account_reversal.field_account_move_reverse_move_prefix
-msgid "Prefix that will be added to the 'Ref' of the reversal account entries. If empty, Odoo uses the Ref of the move to reverse. (NOTE: A space is added after the prefix)."
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reverse_reconcile
-msgid "Reconcile"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reverse_date
-msgid "Reversal Date"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reversal_id_4807
-msgid "Reversal Entry"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_reverse_journal_id
-msgid "Reversal Journal"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.ui.view,arch_db:account_reversal.view_account_move_reverse
-msgid "Reverse Entries"
+#: model:ir.model,name:account_reversal.model_account_move
+msgid "Journal Entry"
 msgstr ""
 
 #. module: account_reversal
-#: code:addons/account_reversal/wizard/account_move_reverse.py:58
-#, python-format
-msgid "Reverse moves"
+#: model:ir.model.fields,field_description:account_reversal.field_account_move_reversal__line_reason
+msgid "Line Reason"
 msgstr ""
 
 #. module: account_reversal
-#: model:ir.ui.view,arch_db:account_reversal.view_account_move_reverse
-msgid "This will create reversal for all selected entries whether checked 'to be reversed' or not."
+#: model:ir.model.fields,help:account_reversal.field_account_move_reversal__line_reason
+msgid ""
+"Prefix that will be added to the 'Name' of the reversal account entry items."
+" If empty, Odoo uses the same name of the move line to reverse. (NOTE: A "
+"space is added after the prefix)."
 msgstr ""
 
 #. module: account_reversal
-#: model:ir.model.fields,field_description:account_reversal.field_account_move_to_be_reversed
-#: model:ir.ui.view,arch_db:account_reversal.view_account_move_filter
+#: model:ir.model.fields,field_description:account_reversal.field_account_bank_statement_line__to_be_reversed
+#: model:ir.model.fields,field_description:account_reversal.field_account_move__to_be_reversed
+#: model:ir.model.fields,field_description:account_reversal.field_account_payment__to_be_reversed
+#: model_terms:ir.ui.view,arch_db:account_reversal.view_account_move_filter
 msgid "To Be Reversed"
 msgstr ""
-
-#. module: account_reversal
-#: code:addons/account_reversal/models/account_move.py:56
-#, python-format
-msgid "Wrong company Journal is '%s' but we have '%s'"
-msgstr ""
-
-#. module: account_reversal
-#: model:ir.ui.view,arch_db:account_reversal.view_account_move_reverse
-msgid "or"
-msgstr ""
-