Merge PR #137 into 17.0

Signed-off-by max3903

tms_account/README.rst

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+================
+TMS - Accounting
+================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:db45d1c10ff3e81a786462d23541170716b867d6c2a502a5a6358c7a19af5841
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Alpha
+.. |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%2Fstock--logistics--transport-lightgray.png?logo=github
+    :target: https://github.com/OCA/stock-logistics-transport/tree/17.0/tms_account
+    :alt: OCA/stock-logistics-transport
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/stock-logistics-transport-17-0/stock-logistics-transport-17-0-tms_account
+    :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/stock-logistics-transport&target_branch=17.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+The TMS - Accounting manages the accounting processes for the TMS
+modules. This module enables features such as purchase orders invoicing,
+sale order invoicing and analytic accounting.
+
+.. IMPORTANT::
+   This is an alpha version, the data model and design can change at any time without warning.
+   Only for development or testing purpose, do not use in production.
+   `More details on development status <https://odoo-community.org/page/development-status>`_
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Installation
+============
+
+There are two ways of installing the module:
+
+Transport settings
+------------------
+
+1. Go to Transport app.
+2. Go to Configuration > Settings.
+3. In the Trips block, enable the "Manage Trips Accounting" setting.
+
+Apps list
+---------
+
+1. Go to Apps.
+2. Search for TMS - Accounting module.
+3. Install the module.
+
+Configuration
+=============
+
+Analytic Distribution
+---------------------
+
+1. Go to Transport module.
+2. Go to Configuration > Settings.
+3. In the trips block, check the "Analytic Accounting" setting.
+4. Check the "Trips" box to create analytic accounts for each trip using
+   this plan.
+5. If routes are enabled, check the "Routes" box to create analytic
+   accounts for each route using this plan.
+
+Usage
+=====
+
+Create sale order invoices
+--------------------------
+
+1. Go to Sale module.
+2. Create a new sale quotation.
+3. Add the trips to the Products page in the order.
+4. When saving, the trips are created as drafts.
+5. In the trips, check the "Create invoices and bills when completed?"
+   box.
+6. Change the state of the trip to "Completed" and the invoices will be
+   generated (Sale order needs to be confirmed).
+
+Create purchase bill
+--------------------
+
+1. Go to Transport module.
+2. Create or select a trip.
+3. Add purchases to the Purchase page.
+4. Check the "Create invoices and bills when completed?" box.
+5. Change the state of the trip to "Completed" and the bills will be
+   generated (Purchase order needs to be confirmed).
+
+Analytic Accounting
+-------------------
+
+1. When adding trips to sale orders, the analytic account will be set by
+   default with the trip account and the route account (Depending on
+   which plans are enabled in the configration).
+2. When adding purchase orders to trips, the analytic account will be
+   set by default with the trip account and the route account (Depending
+   on which plans are enabled in the configration).
+3. When adding expenses to trips, the analytic account will be set by
+   default with the trip account and the route account (Depending on
+   which plans are enabled in the configration).
+4. In the section of Transport > Reporting, the total revenue can be
+   seen for each trip and route according to the analytic accounts.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/stock-logistics-transport/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/stock-logistics-transport/issues/new?body=module:%20tms_account%0Aversion:%2017.0%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
+=======
+
+Authors
+-------
+
+* Open Source Integrators
+
+Contributors
+------------
+
+-  Santiago Rodriguez srodriguez@opensourceintegrators.com
+-  Edgar Martinez emartinez@opensourceintegrators.com
+-  Maxime Chambreuil mchambreuil@opensourceintegrators.com
+
+Other credits
+-------------
+
+-  Open Source Integrators https://opensourceintegrators.com
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+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.
+
+.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
+    :target: https://github.com/max3903
+    :alt: max3903
+.. |maintainer-santiagordz| image:: https://github.com/santiagordz.png?size=40px
+    :target: https://github.com/santiagordz
+    :alt: santiagordz
+.. |maintainer-EdgarRetes| image:: https://github.com/EdgarRetes.png?size=40px
+    :target: https://github.com/EdgarRetes
+    :alt: EdgarRetes
+
+Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
+
+|maintainer-max3903| |maintainer-santiagordz| |maintainer-EdgarRetes| 
+
+This module is part of the `OCA/stock-logistics-transport <https://github.com/OCA/stock-logistics-transport/tree/17.0/tms_account>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

tms_account/__init__.py

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+# Copyright (C) 2024 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from . import models

tms_account/__manifest__.py

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+# Copyright (C) 2024 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "TMS - Accounting",
+    "summary": "Track invoices linked to TMS orders",
+    "version": "17.0.1.0.0",
+    "category": "Field Service",
+    "author": "Open Source Integrators, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/stock-logistics-transport",
+    "depends": ["tms", "tms_sale", "tms_expense", "tms_purchase", "account_usability"],
+    "data": [
+        "security/res_groups.xml",
+        "data/analytic_plan.xml",
+        "views/res_config_settings.xml",
+        "views/account_move.xml",
+        "views/account_analytic_plan.xml",
+        "views/tms_order.xml",
+        "views/tms_route.xml",
+    ],
+    "license": "AGPL-3",
+    "development_status": "Alpha",
+    "maintainers": ["max3903", "santiagordz", "EdgarRetes"],
+}

tms_account/data/analytic_plan.xml

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+<odoo noupdate="1">
+
+    <record id="tms_route_analytic_plan" model="account.analytic.plan">
+        <field name="name">Routes</field>
+        <field name="tms_flag">True</field>
+    </record>
+    <record id="tms_order_analytic_plan" model="account.analytic.plan">
+        <field name="name">Trips</field>
+        <field name="tms_flag">True</field>
+    </record>
+
+</odoo>

tms_account/models/__init__.py

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+from . import account_analytic_plan
+from . import res_config_settings
+from . import tms_order
+from . import analytic_account
+from . import tms_route
+from . import account_move
+from . import account_move_line
+from . import purchase_order_line
+from . import hr_expense
+from . import sale_order_line
+from . import sale_order
+from . import account_analytic_line

tms_account/models/account_analytic_line.py

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+# Copyright (C) 2024 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from odoo import api, models
+
+
+class AccountAnalyticLine(models.Model):
+    _inherit = "account.analytic.line"
+
+    @api.model
+    def create(self, vals):
+        line = super().create(vals)
+        if "x_plan3_id" in vals:
+            amount = line.amount
+            if amount < 0:
+                line.x_plan3_id.trip_id.total_expenses += abs(amount)
+            else:
+                line.x_plan3_id.trip_id.total_income += amount
+        if "x_plan2_id" in vals:
+            amount = line.amount
+            if amount < 0:
+                line.x_plan2_id.route_id.total_expenses += abs(amount)
+            else:
+                line.x_plan2_id.route_id.total_income += amount
+        return line

tms_account/models/account_analytic_plan.py

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+# Copyright (C) 2024 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from odoo import fields, models
+
+
+class AccountAnalyticPlan(models.Model):
+    _inherit = "account.analytic.plan"
+
+    tms_flag = fields.Boolean(
+        string="Used for Transports?",
+        help="""This plan is used as a default in the Transport application.
+        """,
+        readonly=True,
+    )

tms_account/models/account_move.py

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+# Copyright (C) 2024 Open Source Integrators
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from odoo import api, fields, models
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    has_tms_order = fields.Boolean(readonly=True, compute="_compute_has_trip")
+
+    @api.depends("line_ids")
+    def _compute_has_trip(self):
+        for record in self:
+            if record.line_ids.sale_line_ids.order_id.tms_order_ids:
+                record.has_tms_order = True
+            else:
+                record.has_tms_order = False
+
+    def action_view_tms_orders(self):
+        self.ensure_one()
+        tms_orders = self.line_ids.sale_line_ids.order_id.tms_order_ids
+        action = self.env["ir.actions.act_window"]._for_xml_id(
+            "tms.action_tms_dash_order"
+        )
+        if len(tms_orders) > 1:
+            action["domain"] = [("id", "in", tms_orders.ids)]
+        else:
+            action["views"] = [(self.env.ref("tms.tms_order_view_form").id, "form")]
+            action["res_id"] = tms_orders.id
+
+        return action