Merge pull request OCA#815 from Eficent/11.0-account_lock_future_date

[11.0]]add] account_lock_to_date

account_lock_to_date/README.rst

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+====================
+Account Lock To Date
+====================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/11.0/account_lock_to_date
+    :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-11-0/account-financial-tools-11-0-account_lock_to_date
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/92/11.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+This module allows to set a Period and Fiscal year Locking end dates. This
+will prevent users from posting journal entries on a date after the defined
+period or fiscal year end date.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To set a new lock to dates, go to *Invoicing / Adviser / Actions / Update accounting lock to dates*.
+
+A user without an Adviser group will not be able to post or update posted
+journal entries on the date "Lock To Date for Non-Advisers" or after.
+
+A user that has an Adviser group will not be able to post or update posted
+journal entries on the date "Lock To Date" or after.
+
+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 smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_lock_to_date%0Aversion:%2011.0%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
+~~~~~~~
+
+* Eficent
+
+Contributors
+~~~~~~~~~~~~
+
+* Eficent <https://www.eficent.com>
+    ** Jordi Ballester Alomar <[email protected]>
+
+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.
+
+This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/11.0/account_lock_to_date>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_lock_to_date/__init__.py

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+from . import models
+from . import wizards

account_lock_to_date/__manifest__.py

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+# Copyright 2019 Eficent Business and IT Consulting Services, S.L.
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Account Lock To Date',
+    'summary': """
+        Allows to set an account lock date in the future.""",
+    'version': '11.0.1.0.0',
+    'license': 'AGPL-3',
+    'author': 'Eficent, Odoo Community Association (OCA)',
+    'website': 'https://github.com/OCA/account-financial-tools',
+    'installable': True,
+    'depends': [
+        'account',
+    ],
+    'data': [
+        'wizards/account_update_lock_to_date.xml',
+    ],
+}

account_lock_to_date/models/__init__.py

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+from . import res_company
+from . import account_move

account_lock_to_date/models/account_move.py

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+# Copyright 2019 Eficent Business and IT Consulting Services, S.L.
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from odoo import api, models, _
+from odoo.exceptions import UserError
+
+
+class AccountMove(models.Model):
+    _inherit = 'account.move'
+
+    @api.multi
+    def _check_lock_date(self):
+        res = super()._check_lock_date()
+        for move in self:
+            lock_to_date = min(
+                move.company_id.period_lock_to_date or '0000-00-00',
+                move.company_id.fiscalyear_lock_to_date or '0000-00-00')
+            if self.user_has_groups('account.group_account_manager'):
+                lock_to_date = move.company_id.fiscalyear_lock_to_date
+            if lock_to_date and move.date >= (lock_to_date or '0000-00-00'):
+                if self.user_has_groups('account.group_account_manager'):
+                    message = _("You cannot add/modify entries after and "
+                                "inclusive of the lock to date %s") % (
+                        lock_to_date)
+                else:
+                    message = _("You cannot add/modify entries after and "
+                                "inclusive of the lock to date %s. "
+                                "Check the company settings or ask someone "
+                                "with the 'Adviser' role") % (
+                        lock_to_date)
+                raise UserError(message)
+        return res

account_lock_to_date/models/res_company.py

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+# Copyright 2019 Eficent Business and IT Consulting Services, S.L.
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+from datetime import datetime
+from dateutil.relativedelta import relativedelta
+import calendar
+import time
+from odoo import api, fields, models, SUPERUSER_ID, _
+from odoo.tools.misc import DEFAULT_SERVER_DATE_FORMAT
+from odoo.exceptions import ValidationError
+
+
+class ResCompany(models.Model):
+    _inherit = 'res.company'
+
+    period_lock_to_date = fields.Date(
+        string="Lock To Date for Non-Advisers",
+        help="Only users with the 'Adviser' role can edit "
+             "accounts after this date. "
+             "Use it for period locking inside an open fiscal year, "
+             "for example.")
+    fiscalyear_lock_to_date = fields.Date(
+        string="Lock To Date",
+        help="No users, including Advisers, can edit accounts after "
+             "this date. Use it for fiscal year locking for example.")
+
+    @api.multi
+    def write(self, vals):
+        # fiscalyear_lock_date can't be set to a prior date
+        if 'fiscalyear_lock_to_date' in vals or 'period_lock_to_date' in vals:
+            self._check_lock_to_dates(vals)
+        return super(ResCompany, self).write(vals)
+
+    @api.multi
+    def _check_lock_to_dates(self, vals):
+        '''Check the lock to dates for the current companies.
+
+        :param vals: The values passed to the write method.
+        '''
+        period_lock_to_date = vals.get('period_lock_to_date') and\
+            time.strptime(vals['period_lock_to_date'],
+                          DEFAULT_SERVER_DATE_FORMAT)
+        fiscalyear_lock_to_date = vals.get('fiscalyear_lock_to_date') and\
+            time.strptime(vals['fiscalyear_lock_to_date'],
+                          DEFAULT_SERVER_DATE_FORMAT)
+
+        next_month = datetime.strptime(
+            fields.Date.today(),
+            DEFAULT_SERVER_DATE_FORMAT) + relativedelta(months=+1)
+        days_next_month = calendar.monthrange(next_month.year,
+                                              next_month.month)
+        next_month = next_month.replace(
+            day=days_next_month[1]).timetuple()
+        for company in self:
+            old_fiscalyear_lock_to_date = company.fiscalyear_lock_to_date and\
+                time.strptime(company.fiscalyear_lock_to_date,
+                              DEFAULT_SERVER_DATE_FORMAT)
+
+            # The user attempts to remove the lock date for advisors
+            if old_fiscalyear_lock_to_date and \
+                    not fiscalyear_lock_to_date and \
+                    'fiscalyear_lock_to_date' in vals and \
+                    not self._uid == SUPERUSER_ID:
+                raise ValidationError(_('The lock date for advisors is '
+                                        'irreversible and can\'t be removed.'))
+
+            # The user attempts to set a lock date for advisors prior
+            # to the previous one
+            if old_fiscalyear_lock_to_date and fiscalyear_lock_to_date and \
+                    fiscalyear_lock_to_date > old_fiscalyear_lock_to_date:
+                raise ValidationError(
+                    _('The new lock to date for advisors must be set after '
+                      'the previous lock to date.'))
+
+            # In case of no new fiscal year in vals, fallback to the oldest
+            if not fiscalyear_lock_to_date:
+                if old_fiscalyear_lock_to_date:
+                    fiscalyear_lock_to_date = old_fiscalyear_lock_to_date
+                else:
+                    continue
+
+            # The user attempts to set a lock date for advisors after
+            # the first day of next month
+            if fiscalyear_lock_to_date < next_month:
+                raise ValidationError(
+                    _('You cannot lock a period that is not finished yet. '
+                      'Please make sure that the lock date for advisors is '
+                      'not set after the last day of the previous month.'))
+
+            # In case of no new period lock to date in vals,
+            # fallback to the one defined in the company
+            if not period_lock_to_date:
+                if company.period_lock_date:
+                    period_lock_to_date = time.strptime(
+                        company.period_lock_to_date,
+                        DEFAULT_SERVER_DATE_FORMAT)
+                else:
+                    continue
+
+            # The user attempts to set a lock to date for advisors
+            # prior to the lock to date for users
+            if period_lock_to_date > fiscalyear_lock_to_date:
+                raise ValidationError(
+                    _('You cannot define stricter conditions on advisors '
+                      'than on users. Please make sure that the lock date '
+                      'on advisor is set after the lock date for users.'))
+
+    @api.multi
+    def _validate_fiscalyear_lock(self, values):
+        res = super()._validate_fiscalyear_lock(values)
+        if values.get('fiscalyear_lock_to_date'):
+            nb_draft_entries = self.env['account.move'].search([
+                ('company_id', 'in', self.ids),
+                ('state', '=', 'draft'),
+                ('date', '>=', values['fiscalyear_lock_to_date'])], limit=1)
+            if nb_draft_entries:
+                raise ValidationError(
+                    _('There are still unposted entries in the period to date'
+                      ' you want to lock. '
+                      'You should either post or delete them.'))
+        return res

account_lock_to_date/readme/CONTRIBUTORS.rst

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+* Eficent <https://www.eficent.com>
+    ** Jordi Ballester Alomar <[email protected]>

account_lock_to_date/readme/DESCRIPTION.rst

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+This module allows to set a Period and Fiscal year Locking end dates. This
+will prevent users from posting journal entries on a date after the defined
+period or fiscal year end date.

account_lock_to_date/readme/USAGE.rst

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+To set a new lock to dates, go to *Invoicing / Adviser / Actions / Update accounting lock to dates*.
+
+A user without an Adviser group will not be able to post or update posted
+journal entries on the date "Lock To Date for Non-Advisers" or after.
+
+A user that has an Adviser group will not be able to post or update posted
+journal entries on the date "Lock To Date" or after.