Add a period & dates onto acc docs

__manifest__.py

@@ -41,6 +41,7 @@
     'data': [
         'security/ir.model.access.csv',
 
+        'views/account_move.xml',
         'views/account_period.xml',
         'views/account_fiscalyear.xml',
     ],

models/__init__.py

 # flake8: noqa
 
+from . import account_move
 from . import account_period
 from . import account_fiscalyear

models/account_fiscalyear.py

@@ -36,6 +36,14 @@
         required=True,
     )
 
+    company_id = fields.Many2one(
+        comodel_name='res.company',
+        string='Company',
+        default=lambda rec: rec.env.user.company_id,
+        help='The company the fiscal year is in.',
+        required=True,
+    )
+
     name = fields.Char(
         string='Name',
         help='Displayed name of this fiscal year.',

models/account_move.py

+##############################################################################
+#
+#    Accounting periods, for Odoo
+#    Copyright (C) 2018 XCG Consulting <http://odoo.consulting>
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as
+#    published by the Free Software Foundation, either version 3 of the
+#    License, or (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+from collections import defaultdict
+from datetime import date
+
+from odoo import _
+from odoo import api
+from odoo import exceptions
+from odoo import fields
+from odoo import models
+
+
+class AccountMove(models.Model):
+    """Add a period & dates onto accounting documents.
+    """
+
+    _inherit = 'account.move'
+
+    period_id = fields.Many2one(
+        comodel_name='account.period',
+        string='Period',
+        help='The period this accounting document is in.',
+        ondelete='restrict',
+        required=True,
+        states={'posted': [('readonly', True)]},
+    )
+
+    transaction_date = fields.Date(
+        string='Transaction date',
+        help=(
+            'Invoicing date when provided; otherwise this is the accounting '
+            'date.'
+        ),
+        states={'posted': [('readonly', True)]},
+    )
+
+    @api.model
+    def create(self, vals):
+        """Override to set a transaction date from invoices.
+        """
+
+        invoice = self.env.context.get('invoice')
+        if invoice and isinstance(invoice, models.BaseModel):
+            if not isinstance(vals, dict):
+                vals = {}
+            vals['transaction_date'] = invoice.date_invoice
+
+        return super(AccountMove, self).create(vals)
+
+    @api.model
+    def fields_get(self, allfields=None, attributes=None):
+        """Override to tweak the default "date" field.
+        """
+
+        ret = super(AccountMove, self).fields_get(
+            allfields=allfields, attributes=attributes,
+        )
+
+        date_field = ret.get('date')
+        if date_field:
+            date_field.update({
+                'string': _('Accounting date'),
+                'help': _('Validation date of the accounting document.'),
+                'readonly': True,
+                'states': {},
+            })
+
+        return ret
+
+    @api.multi
+    def post(self):
+        """Override accounting document validation to:
+        - Set accounting dates (default "date" field).
+        - Also set the transaction date ("transaction_date" field) when empty.
+        """
+
+        self.fill_accounting_dates()
+
+        return super(AccountMove, self).post()
+
+    @api.multi
+    def fill_accounting_dates(self):
+        """- Set accounting dates (default "date" field).
+        - Also set the transaction date ("transaction_date" field) when empty.
+        - Force the period to always be around the current date.
+        """
+
+        today = date.today()
+
+        # Group accounting documents by company.
+        accdocs_per_company = defaultdict(lambda: self.env['account.move'])
+        for accdoc in self:
+            accdocs_per_company[accdoc.company_id] |= accdoc
+
+        for company, accdocs in accdocs_per_company.iteritems():
+
+            period = self.env['account.period'].search([
+                ('company_id', '=', company.id),
+                ('date_start', '<=', today),
+                ('date_stop', '>=', today),
+            ])
+            if not period:
+                raise exceptions.Warning(_(
+                    'No period found around %s in the "%s" company.'
+                ) % (today, company.sudo().name))
+
+            accdocs_with_transaction_date = self.env['account.move']
+            accdocs_without_transaction_date = self.env['account.move']
+            for accdoc in accdocs:
+                if accdoc.transaction_date:
+                    accdocs_with_transaction_date |= accdoc
+                else:
+                    accdocs_without_transaction_date |= accdoc
+
+            accdocs_with_transaction_date.write({
+                'date': today,
+                'period_id': period.id,
+            })
+
+            accdocs_without_transaction_date.write({
+                'date': today,
+                'period_id': period.id,
+                'transaction_date': today,
+            })
+
+        return True

models/account_period.py

@@ -39,6 +39,15 @@
         required=True,
     )
 
+    company_id = fields.Many2one(
+        related=('fiscalyear_id', 'company_id'),
+        comodel_name='res.company',
+        string='Company',
+        help='The company the fiscal year is in.',
+        readonly=True,
+        store=True,
+    )
+
     date_cutoff = fields.Date(
         string='Cut-off date',
         help=(

views/account_fiscalyear.xml

@@ -22,6 +22,7 @@
             <tree>
                 <field name="name" />
                 <field name="code" />
+                <field name="company_id" />
                 <field name="period_ids" />
             </tree>
 
@@ -42,6 +43,7 @@
                     <group col="4">
                         <field name="name" />
                         <field name="code" />
+                        <field name="company_id" />
                     </group>
 
                     <group>

views/account_move.xml

+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Add a period & dates onto accounting documents. -->
+
+    <!-- Inherit from the acc doc form view defined in "account". -->
+    <record id="account_period_account_move_form" model="ir.ui.view">
+        <field name="name">account_period_account_move_form</field>
+        <field name="model">account.move</field>
+        <field name="inherit_id" ref="account.view_move_form" />
+        <field name="arch" type="xml">
+
+            <!-- Add fields. -->
+            <xpath expr="//field[@name='date']" position="before">
+                <field name="period_id" options="{'no_create': 1}" />
+            </xpath>
+            <xpath expr="//field[@name='date']" position="after">
+                <field name="transaction_date" />
+            </xpath>
+
+        </field>
+    </record>
+
+</odoo>

views/account_period.xml

@@ -22,6 +22,7 @@
                 <field name="fiscalyear_id" />
                 <field name="name" />
                 <field name="code" />
+                <field name="company_id" />
                 <field name="date_start" />
                 <field name="date_stop" />
                 <field name="date_cutoff" />
@@ -45,6 +46,7 @@
                     <group col="4">
                         <field name="name" />
                         <field name="code" />
+                        <field name="company_id" />
                         <field name="date_start" />
                         <field name="fiscalyear_id" />
                         <field name="date_stop" />