[MIG] account_operating_unit: Migration to 18.0

account_operating_unit/README.rst

@@ -17,42 +17,41 @@ Accounting with Operating Units
     :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
     :alt: License: LGPL-3
 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Foperating--unit-lightgray.png?logo=github
-    :target: https://github.com/OCA/operating-unit/tree/17.0/account_operating_unit
+    :target: https://github.com/OCA/operating-unit/tree/18.0/account_operating_unit
     :alt: OCA/operating-unit
 .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
-    :target: https://translation.odoo-community.org/projects/operating-unit-17-0/operating-unit-17-0-account_operating_unit
+    :target: https://translation.odoo-community.org/projects/operating-unit-18-0/operating-unit-18-0-account_operating_unit
     :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/operating-unit&target_branch=17.0
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/operating-unit&target_branch=18.0
     :alt: Try me on Runboat
 
 |badge1| |badge2| |badge3| |badge4| |badge5|
 
 This module allows a company to manage the accounting based on Operating
 Units (OU's).
 
--  The financial reports (Trial Balance, P&L, Balance Sheet), allow to
-   report the balances of one or more OU's.
--  If a company wishes to report Balance Sheet and P&L accounts based on
-   OU's, they should indicate at company level that the OU's are
-   self-balanced, and the corresponding Inter-Operating Unit clearing
-   account. The Chart of Accounts will always be balanced, for each
-   Operating Unit.
--  A company considering Operating Unit as applicable to report only
-   profits and losses will not need to set the OU's as self-balanced.
--  The self-balancing of Operating Unit is ensured at the time of
-   posting a journal entry. In case that the journal involves posting of
-   items in separate Operating Units, new journal items will be created,
-   using the Inter-Operating Unit clearing account, to ensure that each
-   OU is going to be self-balanced for that journal entry.
--  Adds the Operating Unit to the invoice. A user can choose what OU to
-   create the invoice for.
--  Adds the Operating Unit to payments and payment methods. The
-   operating unit of a payment will be that of the payment method
-   chosen.
--  Implements security rules at OU level to invoices, payments and
-   journal items.
--  Adds the Operating Unit to the cash basis journal entries.
+- The financial reports (Trial Balance, P&L, Balance Sheet), allow to
+  report the balances of one or more OU's.
+- If a company wishes to report Balance Sheet and P&L accounts based on
+  OU's, they should indicate at company level that the OU's are
+  self-balanced, and the corresponding Inter-Operating Unit clearing
+  account. The Chart of Accounts will always be balanced, for each
+  Operating Unit.
+- A company considering Operating Unit as applicable to report only
+  profits and losses will not need to set the OU's as self-balanced.
+- The self-balancing of Operating Unit is ensured at the time of posting
+  a journal entry. In case that the journal involves posting of items in
+  separate Operating Units, new journal items will be created, using the
+  Inter-Operating Unit clearing account, to ensure that each OU is going
+  to be self-balanced for that journal entry.
+- Adds the Operating Unit to the invoice. A user can choose what OU to
+  create the invoice for.
+- Adds the Operating Unit to payments and payment methods. The operating
+  unit of a payment will be that of the payment method chosen.
+- Implements security rules at OU level to invoices, payments and
+  journal items.
+- Adds the Operating Unit to the cash basis journal entries.
 
 **Table of contents**
 
@@ -78,37 +77,37 @@ account.
 Usage
 =====
 
--  Add the Operating Unit to invoices.
--  Report invoices by Operating Unit in *Accounting / Reporting*
-   *Business Intelligence / Invoices*
--  Add the Default Operating Unit to account move. Then all move lines
-   will by default adopt this Operating Unit.
--  Add Operating Units to the move lines. If they differ across lines of
-   the same move, and the OU's are self-balanced, then additional move
-   lines will be created so as to make the move self-balanced from OU
-   perspective.
--  In the menu *Accounting / Reporting / PDF Reports*, you can indicate
-   the Operating Units to report on, for the *Trial Balance*, *Balance
-   Sheet*, *Profit and Loss*, and *Financial Reports*.
+- Add the Operating Unit to invoices.
+- Report invoices by Operating Unit in *Accounting / Reporting*
+  *Business Intelligence / Invoices*
+- Add the Default Operating Unit to account move. Then all move lines
+  will by default adopt this Operating Unit.
+- Add Operating Units to the move lines. If they differ across lines of
+  the same move, and the OU's are self-balanced, then additional move
+  lines will be created so as to make the move self-balanced from OU
+  perspective.
+- In the menu *Accounting / Reporting / PDF Reports*, you can indicate
+  the Operating Units to report on, for the *Trial Balance*, *Balance
+  Sheet*, *Profit and Loss*, and *Financial Reports*.
 
 Known issues / Roadmap
 ======================
 
--  The *General Ledger*, *Aged Partner Balance* reports do not support
-   the filter by Operating Unit. Basically due to lack of proper hooks
-   in the standard methods used by these reports, to introduce the
-   ability to filter by Operating Unit.
--  Trial Balance, P&L and Balance Sheet were removed from Odoo
-   Community. Once OCA Financial Reports are migrated to 13 we can add
-   the Operating Unit to those reports.
+- The *General Ledger*, *Aged Partner Balance* reports do not support
+  the filter by Operating Unit. Basically due to lack of proper hooks in
+  the standard methods used by these reports, to introduce the ability
+  to filter by Operating Unit.
+- Trial Balance, P&L and Balance Sheet were removed from Odoo Community.
+  Once OCA Financial Reports are migrated to 13 we can add the Operating
+  Unit to those reports.
 
 Bug Tracker
 ===========
 
 Bugs are tracked on `GitHub Issues <https://github.com/OCA/operating-unit/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/operating-unit/issues/new?body=module:%20account_operating_unit%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+`feedback <https://github.com/OCA/operating-unit/issues/new?body=module:%20account_operating_unit%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.
 
@@ -125,17 +124,18 @@ Authors
 Contributors
 ------------
 
--  ForgeFlow <contact@forgeflow.com>
--  Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
--  Aarón Henríquez <ahenriquez@forgeflow.com>
--  Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
--  WilldooIT Pty Ltd <info@willdooit.com>
--  Michael Villamar <michael.villamar@willdooit.com>
--  Jarsa Sistemas <info@jarsa.com.mx>
--  Alan Ramos <alan.ramos@jarsa.com.mx>
--  Saran Lim. <saranl@ecosoft.co.th>
--  Pimolnat Suntian <pimolnats@ecosoft.co.th>
--  Hieu, Vo Minh Bao <hieu.vmb@komit-consulting.com>
+- ForgeFlow <contact@forgeflow.com>
+- Jordi Ballester Alomar <jordi.ballester@forgeflow.com>
+- Aarón Henríquez <ahenriquez@forgeflow.com>
+- Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
+- WilldooIT Pty Ltd <info@willdooit.com>
+- Michael Villamar <michael.villamar@willdooit.com>
+- Jarsa Sistemas <info@jarsa.com.mx>
+- Alan Ramos <alan.ramos@jarsa.com.mx>
+- Saran Lim. <saranl@ecosoft.co.th>
+- Pimolnat Suntian <pimolnats@ecosoft.co.th>
+- Hieu, Vo Minh Bao <hieu.vmb@komit-consulting.com>
+- ``Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>``\ \_
 
 Maintainers
 -----------
@@ -150,6 +150,6 @@ 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/operating-unit <https://github.com/OCA/operating-unit/tree/17.0/account_operating_unit>`_ project on GitHub.
+This module is part of the `OCA/operating-unit <https://github.com/OCA/operating-unit/tree/18.0/account_operating_unit>`_ project on GitHub.
 
 You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_operating_unit/__manifest__.py

@@ -5,7 +5,7 @@
     "name": "Accounting with Operating Units",
     "summary": "Introduces Operating Unit (OU) in invoices and "
     "Accounting Entries with clearing account",
-    "version": "17.0.1.0.0",
+    "version": "18.0.1.0.0",
     "author": "ForgeFlow, "
     "Serpent Consulting Services Pvt. Ltd.,"
     "WilldooIT Pty Ltd,"

account_operating_unit/readme/CONTRIBUTORS.md

@@ -9,3 +9,4 @@
 - Saran Lim. \<<saranl@ecosoft.co.th>\>
 - Pimolnat Suntian \<<pimolnats@ecosoft.co.th>\>
 - Hieu, Vo Minh Bao \<<hieu.vmb@komit-consulting.com>\>
+- `Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>`_

account_operating_unit/report/account_invoice_report.py

@@ -3,6 +3,7 @@
 # License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html).
 
 from odoo import fields, models
+from odoo.tools import SQL
 
 
 class AccountInvoiceReport(models.Model):
@@ -14,8 +15,4 @@ class AccountInvoiceReport(models.Model):
     )
 
     def _select(self):
-        select_str = super()._select()
-        select_str += """
-            ,line.operating_unit_id
-        """
-        return select_str
+        return SQL("%s, line.operating_unit_id", super()._select())

account_operating_unit/static/description/index.html

@@ -369,7 +369,7 @@ <h1 class="title">Accounting with Operating Units</h1>
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! source digest: sha256:5b020f80517fa70ab746f98800e561a235087ec12b512802748fe3d88283d223
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
-<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/operating-unit/tree/17.0/account_operating_unit"><img alt="OCA/operating-unit" src="https://img.shields.io/badge/github-OCA%2Foperating--unit-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/operating-unit-17-0/operating-unit-17-0-account_operating_unit"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/operating-unit&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/operating-unit/tree/18.0/account_operating_unit"><img alt="OCA/operating-unit" src="https://img.shields.io/badge/github-OCA%2Foperating--unit-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/operating-unit-18-0/operating-unit-18-0-account_operating_unit"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/operating-unit&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>This module allows a company to manage the accounting based on Operating
 Units (OU’s).</p>
 <ul class="simple">
@@ -382,16 +382,15 @@ <h1 class="title">Accounting with Operating Units</h1>
 Operating Unit.</li>
 <li>A company considering Operating Unit as applicable to report only
 profits and losses will not need to set the OU’s as self-balanced.</li>
-<li>The self-balancing of Operating Unit is ensured at the time of
-posting a journal entry. In case that the journal involves posting of
-items in separate Operating Units, new journal items will be created,
-using the Inter-Operating Unit clearing account, to ensure that each
-OU is going to be self-balanced for that journal entry.</li>
+<li>The self-balancing of Operating Unit is ensured at the time of posting
+a journal entry. In case that the journal involves posting of items in
+separate Operating Units, new journal items will be created, using the
+Inter-Operating Unit clearing account, to ensure that each OU is going
+to be self-balanced for that journal entry.</li>
 <li>Adds the Operating Unit to the invoice. A user can choose what OU to
 create the invoice for.</li>
-<li>Adds the Operating Unit to payments and payment methods. The
-operating unit of a payment will be that of the payment method
-chosen.</li>
+<li>Adds the Operating Unit to payments and payment methods. The operating
+unit of a payment will be that of the payment method chosen.</li>
 <li>Implements security rules at OU level to invoices, payments and
 journal items.</li>
 <li>Adds the Operating Unit to the cash basis journal entries.</li>
@@ -448,20 +447,20 @@ <h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
 <h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
 <ul class="simple">
 <li>The <em>General Ledger</em>, <em>Aged Partner Balance</em> reports do not support
-the filter by Operating Unit. Basically due to lack of proper hooks
-in the standard methods used by these reports, to introduce the
-ability to filter by Operating Unit.</li>
-<li>Trial Balance, P&amp;L and Balance Sheet were removed from Odoo
-Community. Once OCA Financial Reports are migrated to 13 we can add
-the Operating Unit to those reports.</li>
+the filter by Operating Unit. Basically due to lack of proper hooks in
+the standard methods used by these reports, to introduce the ability
+to filter by Operating Unit.</li>
+<li>Trial Balance, P&amp;L and Balance Sheet were removed from Odoo Community.
+Once OCA Financial Reports are migrated to 13 we can add the Operating
+Unit to those reports.</li>
 </ul>
 </div>
 <div class="section" id="bug-tracker">
 <h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
 <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/operating-unit/issues">GitHub Issues</a>.
 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
-<a class="reference external" href="https://github.com/OCA/operating-unit/issues/new?body=module:%20account_operating_unit%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
+<a class="reference external" href="https://github.com/OCA/operating-unit/issues/new?body=module:%20account_operating_unit%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
 <p>Do not contact contributors directly about support or help with technical issues.</p>
 </div>
 <div class="section" id="credits">
@@ -488,6 +487,7 @@ <h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
 <li>Saran Lim. &lt;<a class="reference external" href="mailto:saranl&#64;ecosoft.co.th">saranl&#64;ecosoft.co.th</a>&gt;</li>
 <li>Pimolnat Suntian &lt;<a class="reference external" href="mailto:pimolnats&#64;ecosoft.co.th">pimolnats&#64;ecosoft.co.th</a>&gt;</li>
 <li>Hieu, Vo Minh Bao &lt;<a class="reference external" href="mailto:hieu.vmb&#64;komit-consulting.com">hieu.vmb&#64;komit-consulting.com</a>&gt;</li>
+<li><tt class="docutils literal">Heliconia Solutions Pvt. Ltd. <span class="pre">&lt;https://www.heliconia.io&gt;</span></tt>_</li>
 </ul>
 </div>
 <div class="section" id="maintainers">
@@ -499,7 +499,7 @@ <h2><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h2>
 <p>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.</p>
-<p>This module is part of the <a class="reference external" href="https://github.com/OCA/operating-unit/tree/17.0/account_operating_unit">OCA/operating-unit</a> project on GitHub.</p>
+<p>This module is part of the <a class="reference external" href="https://github.com/OCA/operating-unit/tree/18.0/account_operating_unit">OCA/operating-unit</a> project on GitHub.</p>
 <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
 </div>
 </div>