Initial commit

Fusion Accounting/models/account_journal_dashboard.py

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+import ast
+
+from odoo import models
+
+# Journal types that represent liquidity accounts (bank, cash, credit card)
+LIQUIDITY_JOURNAL_TYPES = ('bank', 'cash', 'credit')
+
+
+class AccountJournal(models.Model):
+    """Extends account.journal to add bank reconciliation dashboard actions.
+
+    Provides methods that link the journal dashboard cards to the
+    bank reconciliation widget and related views, enabling quick
+    navigation from the Accounting dashboard.
+    """
+
+    _inherit = 'account.journal'
+
+    # -------------------------------------------------------------------------
+    # Reconciliation actions
+    # -------------------------------------------------------------------------
+
+    def action_open_reconcile(self):
+        """Open the appropriate reconciliation view for this journal.
+
+        For liquidity journals (bank / cash / credit), opens the bank
+        reconciliation widget filtered to show only unmatched statement
+        lines belonging to this journal.
+
+        For all other journal types (sale, purchase, general …), opens
+        the list of posted but unreconciled journal items so the user
+        can manually reconcile them.
+
+        Returns:
+            dict: A window action descriptor.
+        """
+        self.ensure_one()
+
+        if self.type in LIQUIDITY_JOURNAL_TYPES:
+            reconcile_ctx = {
+                'default_journal_id': self.id,
+                'search_default_journal_id': self.id,
+                'search_default_not_matched': True,
+            }
+            stmt_line_model = self.env['account.bank.statement.line']
+            return stmt_line_model._action_open_bank_reconciliation_widget(
+                default_context=reconcile_ctx,
+            )
+
+        # Non-liquidity journals: show unreconciled move lines
+        xml_ref = 'fusion_accounting.action_move_line_posted_unreconciled'
+        return self.env['ir.actions.act_window']._for_xml_id(xml_ref)
+
+    def action_open_to_check(self):
+        """Open bank reconciliation showing only items flagged for review.
+
+        Navigates to the bank reconciliation widget with the
+        *to check* search filter enabled so the user sees only
+        statement lines that were flagged during import or matching.
+
+        Returns:
+            dict: A window action descriptor.
+        """
+        self.ensure_one()
+
+        review_ctx = {
+            'default_journal_id': self.id,
+            'search_default_journal_id': self.id,
+            'search_default_to_check': True,
+        }
+        stmt_line_model = self.env['account.bank.statement.line']
+        return stmt_line_model._action_open_bank_reconciliation_widget(
+            default_context=review_ctx,
+        )
+
+    def action_open_bank_transactions(self):
+        """Open a flat list of all bank transactions for this journal.
+
+        Unlike the default kanban-first reconciliation view, this
+        method forces the list view to appear first, giving the user
+        a tabular overview of every transaction.
+
+        Returns:
+            dict: A window action descriptor.
+        """
+        self.ensure_one()
+
+        txn_ctx = {
+            'default_journal_id': self.id,
+            'search_default_journal_id': self.id,
+        }
+        stmt_line_model = self.env['account.bank.statement.line']
+        return stmt_line_model._action_open_bank_reconciliation_widget(
+            default_context=txn_ctx,
+            kanban_first=False,
+        )
+
+    def action_open_reconcile_statement(self):
+        """Open bank reconciliation for a single statement.
+
+        The target statement id is expected in the environment context
+        under the key ``statement_id``.  This is typically set by a
+        button on the bank statement form or dashboard.
+
+        Returns:
+            dict: A window action descriptor.
+        """
+        target_statement_id = self.env.context.get('statement_id')
+        stmt_ctx = {
+            'search_default_statement_id': target_statement_id,
+        }
+        stmt_line_model = self.env['account.bank.statement.line']
+        return stmt_line_model._action_open_bank_reconciliation_widget(
+            default_context=stmt_ctx,
+        )
+
+    # -------------------------------------------------------------------------
+    # Dashboard open_action override
+    # -------------------------------------------------------------------------
+
+    def open_action(self):
+        """Route the dashboard click to the bank reconciliation widget.
+
+        When the user clicks on a liquidity journal card in the
+        Accounting dashboard and no specific ``action_name`` has been
+        provided in the context, redirect to the bank reconciliation
+        widget filtered for this journal's default account.
+
+        For every other case the standard behaviour is preserved by
+        delegating to ``super()``.
+
+        Returns:
+            dict: A window action descriptor.
+        """
+        is_liquidity = self.type in LIQUIDITY_JOURNAL_TYPES
+        has_explicit_action = self.env.context.get('action_name')
+
+        if is_liquidity and not has_explicit_action:
+            self.ensure_one()
+            account_filter = [
+                ('line_ids.account_id', '=', self.default_account_id.id),
+            ]
+            widget_ctx = {
+                'default_journal_id': self.id,
+                'search_default_journal_id': self.id,
+            }
+            stmt_line_model = self.env['account.bank.statement.line']
+            return stmt_line_model._action_open_bank_reconciliation_widget(
+                extra_domain=account_filter,
+                default_context=widget_ctx,
+            )
+
+        return super().open_action()
+
+    # -------------------------------------------------------------------------
+    # Dashboard data helpers
+    # -------------------------------------------------------------------------
+
+    def _fill_general_dashboard_data(self, dashboard_data):
+        """Augment general-journal dashboard data with tax periodicity flag.
+
+        For journals of type *general*, adds the boolean key
+        ``is_account_tax_periodicity_journal`` that indicates whether
+        the journal is the company's designated tax-closing journal.
+
+        Args:
+            dashboard_data (dict): Mapping of journal id -> dashboard
+                data dict, mutated in place.
+        """
+        super()._fill_general_dashboard_data(dashboard_data)
+
+        general_journals = self.filtered(lambda j: j.type == 'general')
+        for jrnl in general_journals:
+            tax_journal = jrnl.company_id._get_tax_closing_journal()
+            is_tax_periodicity = jrnl == tax_journal
+            dashboard_data[jrnl.id]['is_account_tax_periodicity_journal'] = is_tax_periodicity
+
+    # -------------------------------------------------------------------------
+    # General Ledger shortcut
+    # -------------------------------------------------------------------------
+
+    def action_open_bank_balance_in_gl(self):
+        """Open the General Ledger report pre-filtered to this journal's bank account.
+
+        Loads the General Ledger action and injects the default
+        account code filter so the report immediately displays
+        only the lines relevant to the journal's primary account.
+
+        Returns:
+            dict: A window action descriptor for the General Ledger report.
+        """
+        self.ensure_one()
+
+        gl_action_ref = 'fusion_accounting.action_account_report_general_ledger'
+        gl_action = self.env['ir.actions.actions']._for_xml_id(gl_action_ref)
+
+        # Merge the account filter into the existing action context
+        existing_ctx = ast.literal_eval(gl_action.get('context', '{}'))
+        existing_ctx['default_filter_accounts'] = self.default_account_id.code
+        gl_action['context'] = existing_ctx
+
+        return gl_action