feat: Portal, Email Inbound, Discuss + module improvements

- Portal: /my/* routes, signup, password reset, portal user support - Email Inbound: IMAP polling (go-imap/v2), thread matching - Discuss: mail.channel, long-polling bus, DM, unread count - Cron: ir.cron runner (goroutine scheduler) - Bank Import, CSV/Excel Import - Automation (ir.actions.server) - Fetchmail service - HR Payroll model - Various fixes across account, sale, stock, purchase, crm, hr, project Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-12 18:41:57 +02:00
parent 2c7c1e6c88
commit 66383adf06
87 changed files with 14696 additions and 654 deletions
--- a/addons/account/models/account_reports.go
+++ b/addons/account/models/account_reports.go
@@ -56,6 +56,8 @@ func initAccountTaxReport() {
 			return generateAgedReport(env, "liability_payable")
 		case "general_ledger":
 			return generateGeneralLedger(env)
+		case "tax_report":
+			return generateTaxReport(env)
 		default:
 			return map[string]interface{}{"lines": []interface{}{}}, nil
 		}
@@ -81,20 +83,52 @@ func initAccountReportLine() {

 // -- Report generation functions --

+// reportOpts holds optional date/state filters for report generation.
+type reportOpts struct {
+	DateFrom   string // YYYY-MM-DD, empty = no lower bound
+	DateTo     string // YYYY-MM-DD, empty = no upper bound
+	TargetMove string // "posted" or "all"
+}
+
+// reportStateFilter returns the SQL WHERE clause fragment for move state filtering.
+func reportStateFilter(opts reportOpts) string {
+	if opts.TargetMove == "all" {
+		return "(m.state IS NOT NULL OR m.id IS NULL)"
+	}
+	return "(m.state = 'posted' OR m.id IS NULL)"
+}
+
+// reportDateFilter returns SQL WHERE clause fragment for date filtering.
+func reportDateFilter(opts reportOpts) string {
+	clause := ""
+	if opts.DateFrom != "" {
+		clause += " AND m.date >= '" + opts.DateFrom + "'"
+	}
+	if opts.DateTo != "" {
+		clause += " AND m.date <= '" + opts.DateTo + "'"
+	}
+	return clause
+}
+
 // generateTrialBalance produces a trial balance report.
 // Mirrors: odoo/addons/account_reports/models/account_trial_balance_report.py
-func generateTrialBalance(env *orm.Environment) (interface{}, error) {
-	rows, err := env.Tx().Query(env.Ctx(), `
+func generateTrialBalance(env *orm.Environment, opts ...reportOpts) (interface{}, error) {
+	opt := reportOpts{TargetMove: "posted"}
+	if len(opts) > 0 {
+		opt = opts[0]
+	}
+	rows, err := env.Tx().Query(env.Ctx(), fmt.Sprintf(`
 		SELECT a.code, a.name, a.account_type,
 			COALESCE(SUM(l.debit), 0) as total_debit,
 			COALESCE(SUM(l.credit), 0) as total_credit,
 			COALESCE(SUM(l.balance), 0) as balance
 		FROM account_account a
 		LEFT JOIN account_move_line l ON l.account_id = a.id
-		LEFT JOIN account_move m ON m.id = l.move_id AND m.state = 'posted'
+		LEFT JOIN account_move m ON m.id = l.move_id
+		WHERE %s %s
 		GROUP BY a.id, a.code, a.name, a.account_type
 		HAVING COALESCE(SUM(l.debit), 0) != 0 OR COALESCE(SUM(l.credit), 0) != 0
-		ORDER BY a.code`)
+		ORDER BY a.code`, reportStateFilter(opt), reportDateFilter(opt)))
 	if err != nil {
 		return nil, fmt.Errorf("account: trial balance query: %w", err)
 	}
@@ -124,24 +158,29 @@ func generateTrialBalance(env *orm.Environment) (interface{}, error) {

 // generateBalanceSheet produces assets vs liabilities+equity.
 // Mirrors: odoo/addons/account_reports/models/account_balance_sheet.py
-func generateBalanceSheet(env *orm.Environment) (interface{}, error) {
-	rows, err := env.Tx().Query(env.Ctx(), `
+func generateBalanceSheet(env *orm.Environment, opts ...reportOpts) (interface{}, error) {
+	opt := reportOpts{TargetMove: "posted"}
+	if len(opts) > 0 {
+		opt = opts[0]
+	}
+	rows, err := env.Tx().Query(env.Ctx(), fmt.Sprintf(`
 		SELECT
 			CASE
-				WHEN a.account_type LIKE 'asset%' THEN 'Assets'
-				WHEN a.account_type LIKE 'liability%' THEN 'Liabilities'
-				WHEN a.account_type LIKE 'equity%' THEN 'Equity'
+				WHEN a.account_type LIKE 'asset%%' THEN 'Assets'
+				WHEN a.account_type LIKE 'liability%%' THEN 'Liabilities'
+				WHEN a.account_type LIKE 'equity%%' THEN 'Equity'
 				ELSE 'Other'
 			END as section,
 			a.code, a.name,
 			COALESCE(SUM(l.balance), 0) as balance
 		FROM account_account a
 		LEFT JOIN account_move_line l ON l.account_id = a.id
-		LEFT JOIN account_move m ON m.id = l.move_id AND m.state = 'posted'
-		WHERE a.account_type LIKE 'asset%' OR a.account_type LIKE 'liability%' OR a.account_type LIKE 'equity%'
+		LEFT JOIN account_move m ON m.id = l.move_id
+		WHERE %s %s
+		  AND (a.account_type LIKE 'asset%%' OR a.account_type LIKE 'liability%%' OR a.account_type LIKE 'equity%%')
 		GROUP BY a.id, a.code, a.name, a.account_type
 		HAVING COALESCE(SUM(l.balance), 0) != 0
-		ORDER BY a.code`)
+		ORDER BY a.code`, reportStateFilter(opt), reportDateFilter(opt)))
 	if err != nil {
 		return nil, fmt.Errorf("account: balance sheet query: %w", err)
 	}
@@ -163,23 +202,28 @@ func generateBalanceSheet(env *orm.Environment) (interface{}, error) {

 // generateProfitLoss produces income vs expenses.
 // Mirrors: odoo/addons/account_reports/models/account_profit_loss.py
-func generateProfitLoss(env *orm.Environment) (interface{}, error) {
-	rows, err := env.Tx().Query(env.Ctx(), `
+func generateProfitLoss(env *orm.Environment, opts ...reportOpts) (interface{}, error) {
+	opt := reportOpts{TargetMove: "posted"}
+	if len(opts) > 0 {
+		opt = opts[0]
+	}
+	rows, err := env.Tx().Query(env.Ctx(), fmt.Sprintf(`
 		SELECT
 			CASE
-				WHEN a.account_type LIKE 'income%' THEN 'Income'
-				WHEN a.account_type LIKE 'expense%' THEN 'Expenses'
+				WHEN a.account_type LIKE 'income%%' THEN 'Income'
+				WHEN a.account_type LIKE 'expense%%' THEN 'Expenses'
 				ELSE 'Other'
 			END as section,
 			a.code, a.name,
 			COALESCE(SUM(l.balance), 0) as balance
 		FROM account_account a
 		LEFT JOIN account_move_line l ON l.account_id = a.id
-		LEFT JOIN account_move m ON m.id = l.move_id AND m.state = 'posted'
-		WHERE a.account_type LIKE 'income%' OR a.account_type LIKE 'expense%'
+		LEFT JOIN account_move m ON m.id = l.move_id
+		WHERE %s %s
+		  AND (a.account_type LIKE 'income%%' OR a.account_type LIKE 'expense%%')
 		GROUP BY a.id, a.code, a.name, a.account_type
 		HAVING COALESCE(SUM(l.balance), 0) != 0
-		ORDER BY a.code`)
+		ORDER BY a.code`, reportStateFilter(opt), reportDateFilter(opt)))
 	if err != nil {
 		return nil, fmt.Errorf("account: profit loss query: %w", err)
 	}
@@ -279,3 +323,128 @@ func generateGeneralLedger(env *orm.Environment) (interface{}, error) {
 	}
 	return map[string]interface{}{"lines": lines}, nil
 }
+
+// generateTaxReport produces a tax report grouped by tax name and rate.
+// Mirrors: odoo/addons/account_reports/models/account_tax_report.py
+// Aggregates tax amounts from posted move lines with display_type='tax'.
+func generateTaxReport(env *orm.Environment) (interface{}, error) {
+	rows, err := env.Tx().Query(env.Ctx(), `
+		SELECT COALESCE(t.name, 'Undefined Tax'),
+			COALESCE(t.amount, 0) AS tax_rate,
+			COALESCE(SUM(ABS(l.balance::float8)), 0) AS tax_amount,
+			COALESCE(SUM(ABS(l.tax_base_amount::float8)), 0) AS base_amount,
+			COUNT(*) AS line_count
+		FROM account_move_line l
+		JOIN account_move m ON m.id = l.move_id AND m.state = 'posted'
+		LEFT JOIN account_tax t ON t.id = l.tax_line_id
+		WHERE l.display_type = 'tax'
+		GROUP BY t.name, t.amount
+		ORDER BY t.name, t.amount`)
+	if err != nil {
+		return nil, fmt.Errorf("account: tax report query: %w", err)
+	}
+	defer rows.Close()
+
+	var lines []map[string]interface{}
+	var totalTax, totalBase float64
+	for rows.Next() {
+		var name string
+		var rate, taxAmount, baseAmount float64
+		var lineCount int
+		if err := rows.Scan(&name, &rate, &taxAmount, &baseAmount, &lineCount); err != nil {
+			return nil, fmt.Errorf("account: tax report scan: %w", err)
+		}
+		lines = append(lines, map[string]interface{}{
+			"tax_name":    name,
+			"tax_rate":    rate,
+			"tax_amount":  taxAmount,
+			"base_amount": baseAmount,
+			"line_count":  lineCount,
+		})
+		totalTax += taxAmount
+		totalBase += baseAmount
+	}
+
+	// Totals row
+	lines = append(lines, map[string]interface{}{
+		"tax_name":    "TOTAL",
+		"tax_rate":    0.0,
+		"tax_amount":  totalTax,
+		"base_amount": totalBase,
+		"line_count":  0,
+	})
+
+	return map[string]interface{}{"lines": lines}, nil
+}
+
+// ---------------------------------------------------------------------------
+// Financial Report Wizard
+// Mirrors: odoo/addons/account_reports/wizard/account_report_wizard.py
+// ---------------------------------------------------------------------------
+
+// initAccountReportWizard registers a transient model that lets the user
+// choose date range, target-move filter and report type, then dispatches
+// to the appropriate generateXXX function.
+func initAccountReportWizard() {
+	m := orm.NewModel("account.report.wizard", orm.ModelOpts{
+		Description: "Financial Report Wizard",
+		Type:        orm.ModelTransient,
+	})
+
+	m.AddFields(
+		orm.Date("date_from", orm.FieldOpts{String: "Start Date", Required: true}),
+		orm.Date("date_to", orm.FieldOpts{String: "End Date", Required: true}),
+		orm.Selection("target_move", []orm.SelectionItem{
+			{Value: "all", Label: "All Entries"},
+			{Value: "posted", Label: "All Posted Entries"},
+		}, orm.FieldOpts{String: "Target Moves", Default: "posted", Required: true}),
+		orm.Selection("report_type", []orm.SelectionItem{
+			{Value: "trial_balance", Label: "Trial Balance"},
+			{Value: "balance_sheet", Label: "Balance Sheet"},
+			{Value: "profit_loss", Label: "Profit and Loss"},
+			{Value: "aged_receivable", Label: "Aged Receivable"},
+			{Value: "aged_payable", Label: "Aged Payable"},
+			{Value: "general_ledger", Label: "General Ledger"},
+			{Value: "tax_report", Label: "Tax Report"},
+		}, orm.FieldOpts{String: "Report Type", Required: true}),
+	)
+
+	// action_generate_report dispatches to the matching report generator.
+	// Mirrors: odoo/addons/account_reports/wizard/account_report_wizard.py action_generate_report()
+	m.RegisterMethod("action_generate_report", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
+		env := rs.Env()
+		data, err := rs.Read([]string{"date_from", "date_to", "target_move", "report_type"})
+		if err != nil || len(data) == 0 {
+			return nil, fmt.Errorf("account: cannot read report wizard data")
+		}
+		wiz := data[0]
+
+		reportType, _ := wiz["report_type"].(string)
+		dateFrom, _ := wiz["date_from"].(string)
+		dateTo, _ := wiz["date_to"].(string)
+		targetMove, _ := wiz["target_move"].(string)
+		if targetMove == "" {
+			targetMove = "posted"
+		}
+		opt := reportOpts{DateFrom: dateFrom, DateTo: dateTo, TargetMove: targetMove}
+
+		switch reportType {
+		case "trial_balance":
+			return generateTrialBalance(env, opt)
+		case "balance_sheet":
+			return generateBalanceSheet(env, opt)
+		case "profit_loss":
+			return generateProfitLoss(env, opt)
+		case "aged_receivable":
+			return generateAgedReport(env, "asset_receivable")
+		case "aged_payable":
+			return generateAgedReport(env, "liability_payable")
+		case "general_ledger":
+			return generateGeneralLedger(env)
+		case "tax_report":
+			return generateTaxReport(env)
+		default:
+			return nil, fmt.Errorf("account: unknown report type %q", reportType)
+		}
+	})
+}