TA#65669 [ADD] sales_team_account_journal (#380)

* TA#65669 [ADD] sales_team_account_journal

* TA#65669 [ADD] sales_team_account_journal

* TA#65669 [ADD] sales_team_account_journal

---------

Co-authored-by: majouda <[email protected]>

.docker_files/main/__manifest__.py

@@ -82,6 +82,7 @@
         "sale_warranty_groupby_parent_affiliate",
         "sale_whole_order_invoiced",
         "sale_xmlrpc_compatible",
+        "sales_team_account_journal",
         "web_view_google_map_itinerary",
         "website_payment_message_enhanced",
         "website_sale_request_price",

Dockerfile

@@ -87,6 +87,7 @@ COPY sale_warranty /mnt/extra-addons/sale_warranty
 COPY sale_warranty_groupby_parent_affiliate /mnt/extra-addons/sale_warranty_groupby_parent_affiliate
 COPY sale_whole_order_invoiced /mnt/extra-addons/sale_whole_order_invoiced
 COPY sale_xmlrpc_compatible /mnt/extra-addons/sale_xmlrpc_compatible
+COPY sales_team_account_journal /mnt/extra-addons/sales_team_account_journal
 COPY web_view_google_map_itinerary /mnt/extra-addons/web_view_google_map_itinerary
 COPY website_payment_message_enhanced /mnt/extra-addons/website_payment_message_enhanced
 COPY website_sale_request_price /mnt/extra-addons/website_sale_request_price

sales_team_account_journal/README.rst

@@ -0,0 +1,47 @@
+Sales Team Account Journal
+==========================
+This module allows to define a default sales journal on a sales team
+and assign this sales journal to all invoices linked to this sales team.
+
+Features
+--------
+**New Sales Journal field on sales team**
+As a user in the Sales/Manager group, I go to `Sales > Configuration > Sales Teams`.  
+I create a new sales team or click on an existing sales team.
+
+.. image:: static/description/sales_team_menu.png
+
+I see that a new `Sales Journal` field is available.
+
+.. image:: static/description/sales_journal_choices.png
+
+On hover, I see that the following help field is available:
+
+.. image:: static/description/sale_journal_helper.png
+
+I select the `Amazon Sale` journal and save.
+
+.. image:: static/description/sales_team_record.png
+
+Usage
+-----
+As the `Accounting > Billing Administrator` user, I go to a customer sales order
+for which the sales team is linked to Amazon Sale journal.
+I create the invoice and post it.
+
+.. image:: static/description/invoice_with_sales_team.png
+
+On the draft invoice, I see that the sales journal is Amazon Sale.
+
+.. image:: static/description/customer_invoice_journal.png
+
+Important notes
+---------------
+-If the sales journal is not set on the sales team, vanilla behavior is applied.
+-If the currency of the journal defined on the sales team is different
+from the currency of the invoice created, the vanilla behavior applies 
+(i.e. the system will assign to the invoice the first sales journal that is in the currency of the invoice).
+
+Contributors
+------------
+* Numigi (tm) and all its contributors (https://bit.ly/numigiens)

sales_team_account_journal/__init__.py

@@ -0,0 +1,4 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

sales_team_account_journal/__manifest__.py

@@ -0,0 +1,21 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Sales Team Account Journal",
+    "version": "1.0.0",
+    "author": "Numigi",
+    "maintainer": "Numigi",
+    "website": "https://bit.ly/numigi-com",
+    "license": "AGPL-3",
+    "category": "Sale",
+    "depends": [
+        "account",
+        "sales_team",
+    ],
+    "summary": "Add a default sales journal on a sales team for invoices",
+    "data": [
+        "views/crm_team_views.xml",
+    ],
+    "installable": True,
+}

sales_team_account_journal/i18n/fr.po

@@ -0,0 +1,58 @@
+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* sales_team_account_journal
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 14.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-05-30 06:03+0000\n"
+"PO-Revision-Date: 2024-05-30 06:03+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: sales_team_account_journal
+#: model:ir.model.fields,field_description:sales_team_account_journal.field_account_move__display_name
+#: model:ir.model.fields,field_description:sales_team_account_journal.field_crm_team__display_name
+msgid "Display Name"
+msgstr "Nom d'affichage"
+
+#. module: sales_team_account_journal
+#: model:ir.model.fields,field_description:sales_team_account_journal.field_account_move__id
+#: model:ir.model.fields,field_description:sales_team_account_journal.field_crm_team__id
+msgid "ID"
+msgstr ""
+
+#. module: sales_team_account_journal
+#: model:ir.model,name:sales_team_account_journal.model_account_move
+msgid "Journal Entry"
+msgstr "Pièce comptable"
+
+#. module: sales_team_account_journal
+#: model:ir.model.fields,field_description:sales_team_account_journal.field_account_move____last_update
+#: model:ir.model.fields,field_description:sales_team_account_journal.field_crm_team____last_update
+msgid "Last Modified on"
+msgstr "Dernière modification le"
+
+#. module: sales_team_account_journal
+#: model:ir.model.fields,field_description:sales_team_account_journal.field_crm_team__journal_id
+msgid "Sales Journal"
+msgstr "Journal de ventes"
+
+#. module: sales_team_account_journal
+#: model:ir.model,name:sales_team_account_journal.model_crm_team
+msgid "Sales Team"
+msgstr "Équipe commerciale"
+
+#. module: sales_team_account_journal
+#: model:ir.model.fields,help:sales_team_account_journal.field_crm_team__journal_id
+msgid ""
+"This Sales Journal will be set as default on all Sales related             "
+"to this Sales Team. Only Sales type journals can be selected."
+msgstr ""
+"Ce journal de vente sera défini par défaut sur toutes les ventes liées "
+"à cette équipe commerciale. Seuls les journaux de type Ventes peuvent être sélectionnés."

sales_team_account_journal/models/__init__.py

@@ -0,0 +1,5 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import crm_team
+from . import account_move

sales_team_account_journal/models/account_move.py

@@ -0,0 +1,36 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import api, models
+
+
+class AccountMove(models.Model):
+    _inherit = "account.move"
+
+    @api.onchange("team_id")
+    def onchange_team_id(self):
+        if (
+            self.team_id
+            and self.team_id.journal_id
+            and (
+                not self.team_id.journal_id.currency_id
+                or self.team_id.journal_id.currency_id == self.currency_id
+            )
+            and self.team_id.journal_id.company_id == self.company_id
+        ):
+            self.journal_id = self.team_id.journal_id
+
+    @api.model
+    def create(self, vals):
+        rec = super(AccountMove, self).create(vals)
+        if (
+            rec.team_id
+            and rec.team_id.journal_id
+            and (
+                not rec.team_id.journal_id.currency_id
+                or rec.team_id.journal_id.currency_id == rec.currency_id
+            )
+            and rec.team_id.journal_id.company_id == rec.company_id
+        ):
+            rec.journal_id = rec.team_id.journal_id.id
+        return rec

sales_team_account_journal/models/crm_team.py

@@ -0,0 +1,20 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models, fields
+
+
+class CrmTeam(models.Model):
+    _inherit = "crm.team"
+
+    journal_id = fields.Many2one(
+        "account.journal",
+        string="Sales Journal",
+        ondelete="restrict",
+        domain=[("type", "=", "sale")],
+        check_company=True,
+        help=(
+            "This Sales Journal will be set as default on all Sales related \
+            to this Sales Team. Only Sales type journals can be selected.",
+        ),
+    )

sales_team_account_journal/tests/__init__.py

@@ -0,0 +1,4 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import test__account_move_journal

sales_team_account_journal/tests/test__account_move_journal.py

@@ -0,0 +1,52 @@
+# Copyright 2024 Numigi (tm) and all its contributors (https://bit.ly/numigiens)
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo.tests.common import SavepointCase
+
+
+class AccountMoveJournal(SavepointCase):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.journal = cls.env["account.journal"].create(
+            {
+                "name": "My Sale Journal",
+                "type": "sale",
+                "code": "MSJ",
+                "currency_id": cls.env.ref("base.USD").id,
+            }
+        )
+        cls.team_id = cls.env["crm.team"].create(
+            {
+                "name": "Super Sales Team",
+                "journal_id": cls.journal.id,
+            }
+        )
+
+    def test__01_team_journal_exists(self):
+        move = self.env["account.move"].create(
+            {
+                "team_id": self.team_id.id,
+                "currency_id": self.env.ref("base.USD").id,
+            }
+        )
+        self.assertEqual(move.journal_id.name, self.journal.name)
+
+    def test__02_team_journal_not_exists(self):
+        self.team_id.journal_id = False
+        move = self.env["account.move"].create(
+            {
+                "currency_id": self.env.ref("base.USD").id,
+            }
+        )
+        self.assertNotEqual(move.journal_id, self.journal)
+
+    def test__03_team_journal_exists_but_different_currency(self):
+        self.journal.currency_id = self.env.ref("base.EUR").id
+        move = self.env["account.move"].create(
+            {
+                "team_id": self.team_id.id,
+                "currency_id": self.env.ref("base.USD").id,
+            }
+        )
+        self.assertNotEqual(move.journal_id.name, self.journal.name)

sales_team_account_journal/views/crm_team_views.xml

@@ -0,0 +1,15 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="crm_team_view_form_inherit" model="ir.ui.view">
+        <field name="name">Add account journal on crm team form view</field>
+        <field name="model">crm.team</field>
+        <field name="inherit_id" ref="sales_team.crm_team_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//group[@name='right']" position="inside">
+                <field name="journal_id"/>
+            </xpath>
+        </field>
+    </record>
+
+</odoo>