Add method to post invoices by batch

issue10054
review333811002

CHANGELOG

@@ -1,3 +1,4 @@
+* Add method to post invoices by batch
 * Add payment term date in invoice
 * Raise warning on invoice with maturity dates on the past
 * Remove foreign key for sequence of Invoice

account.py

@@ -5,13 +5,15 @@ from collections import OrderedDict
 from sql import Literal
 from sql.conditionals import Coalesce
 
-from trytond.model import (fields, ModelView, ModelSQL, MatchMixin,
+from trytond.i18n import gettext
+from trytond.model import (fields, ModelView, ModelSQL, Workflow, MatchMixin,
     sequence_ordered)
 from trytond.pyson import Eval, If, Bool
 from trytond.pool import Pool, PoolMeta
 from trytond.tools import grouped_slice
 from trytond.transaction import Transaction
 
+from trytond.modules.account.exceptions import ClosePeriodError
 from trytond.modules.company.model import CompanyValueMixin
 
 
@@ -136,6 +138,27 @@ class Period(metaclass=PoolMeta):
             table.drop_column('in_invoice_sequence')
             table.drop_column('in_credit_note_sequence')
 
+    @classmethod
+    @ModelView.button
+    @Workflow.transition('close')
+    def close(cls, periods):
+        pool = Pool()
+        Invoice = pool.get('account.invoice')
+        company_ids = list({p.company.id for p in periods})
+        invoices = Invoice.search([
+                ('company', 'in', company_ids),
+                ('state', '=', 'posted'),
+                ('move', '=', None),
+                ])
+        if invoices:
+            names = ', '.join(i.rec_name for i in invoices[:5])
+            if len(invoices) > 5:
+                names += '...'
+            raise ClosePeriodError(
+                gettext('account_invoice.msg_close_period_non_posted_invoices',
+                    invoices=names))
+        super().close()
+
 
 class InvoiceSequence(sequence_ordered(), ModelSQL, ModelView, MatchMixin):
     'Invoice Sequence'

invoice.py

@@ -244,8 +244,9 @@ class Invoice(Workflow, ModelSQL, ModelView, TaxableMixin):
     @classmethod
     def __setup__(cls):
         super(Invoice, cls).__setup__()
-        cls._check_modify_exclude = ['state', 'payment_lines', 'cancel_move',
-                'invoice_report_cache', 'invoice_report_format', 'lines']
+        cls._check_modify_exclude = {
+            'state', 'payment_lines', 'move', 'cancel_move',
+            'invoice_report_cache', 'invoice_report_format', 'lines'}
         cls._order = [
             ('number', 'DESC NULLS FIRST'),
             ('id', 'DESC'),
@@ -265,6 +266,7 @@ class Invoice(Workflow, ModelSQL, ModelView, TaxableMixin):
                 ('draft', 'validated'),
                 ('validated', 'posted'),
                 ('draft', 'posted'),
+                ('posted', 'posted'),
                 ('posted', 'paid'),
                 ('validated', 'draft'),
                 ('paid', 'posted'),
@@ -302,8 +304,9 @@ class Invoice(Workflow, ModelSQL, ModelView, TaxableMixin):
                             ('invoice_date', '!=', None),
                             ('type', '!=', 'in'),
                         ],
-                    'invisible': ~Eval('state').in_(['draft', 'validated']),
-                    'depends': ['state'],
+                    'invisible': (~Eval('state').in_(['draft', 'validated'])
+                        | ((Eval('state') == 'posted') & Bool(Eval('move')))),
+                    'depends': ['state', 'move'],
                     },
                 'pay': {
                     'invisible': Eval('state') != 'posted',
@@ -1200,7 +1203,7 @@ class Invoice(Workflow, ModelSQL, ModelView, TaxableMixin):
         actions = iter(args)
         all_invoices = []
         for invoices, values in zip(actions, actions):
-            if set(values) - set(cls._check_modify_exclude):
+            if set(values) - cls._check_modify_exclude:
                 cls.check_modify(invoices)
             all_invoices += invoices
         update_tax = [i for i in all_invoices if i.state == 'draft']
@@ -1463,11 +1466,30 @@ class Invoice(Workflow, ModelSQL, ModelView, TaxableMixin):
             Move.save(moves)
         cls.save(invoices_in)
 
+    @classmethod
+    @Workflow.transition('posted')
+    def post_batch(cls, invoices):
+        pool = Pool()
+        Date = pool.get('ir.date')
+        today = Date.today()
+        cls.set_number(invoices)
+        for invoice in invoices:
+            if not invoice.payment_term_date:
+                invoice.payment_term_date = today
+        cls.save(invoices)
+        with Transaction().set_context(_skip_warnings=True):
+            cls.__queue__._post(invoices)
+
     @classmethod
     @ModelView.button
     @Workflow.transition('posted')
     def post(cls, invoices):
-        Move = Pool().get('account.move')
+        cls._post(invoices)
+
+    @classmethod
+    def _post(cls, invoices):
+        pool = Pool()
+        Move = pool.get('account.move')
 
         cls.set_number(invoices)
         moves = []
@@ -1528,7 +1550,7 @@ class Invoice(Workflow, ModelSQL, ModelView, TaxableMixin):
         delete_moves = []
         to_save = []
         for invoice in invoices:
-            if invoice.move:
+            if invoice.move or invoice.number:
                 if invoice.move.state == 'draft':
                     delete_moves.append(invoice.move)
                 elif not invoice.cancel_move:

message.xml

@@ -69,6 +69,9 @@ this repository contains the full copyright notices and license terms. -->
         <record model="ir.message" id="msg_invoice_payment_term_date_past">
             <field name="text">The invoice "%(invoice)s" generates a payment date "%(date)s" in the past.</field>
         </record>
+        <record model="ir.message" id="msg_close_period_non_posted_invoices">
+            <field name="text">To close the periods you must post the invoices "%(moves)s".</field>
+        </record>
     </data>
 </tryton>