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[IMP] accounting_firm: add fields and custos for ID, AML and CSAM
Adds customizations and demo data to the accounting_firm app to implement additional aspects: - Identity document management features such as requesting documents button and scheduled action, and more fields to complete about ID - Anti-money Laundering (AML) tab in contact and additional model to evaluate risks - CSAM fields for additional information on contacts - More localized buttons on contact Task-5092478 closes #1206 Signed-off-by: Vallaeys Valentin (vava) <vava@odoo.com>
1 parent ed7910b commit fb7c97f

20 files changed

+1284
-163
lines changed

‎accounting_firm/__manifest__.py‎

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{
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'name': 'Accounting firm',
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'version': '1.0',
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'version': '1.1',
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'category': 'Services',
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'author': 'Odoo S.A.',
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'depends': [
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'sale_planning',
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'sale_timesheet_enterprise',
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'sign',
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'web_studio',
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],
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'data': [
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'data/ir_attachment_pre.xml',
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'data/res_config_settings.xml',
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'data/ir_model.xml',
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'data/ir_model_access.xml',
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'data/ir_model_fields.xml',
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'data/ir_default.xml',
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'data/ir_actions_server.xml',
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'data/base_automation.xml',
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'data/ir_cron.xml',
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'data/ir_ui_view.xml',
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'data/ir_actions_act_window.xml',
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'data/ir_ui_menu.xml',
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'data/x_aml_risk_type.xml',
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'data/mail_activity_type.xml',
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'data/crm_stage.xml',
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'data/knowledge_article.xml',
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'data/sale_order_template_line.xml',
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],
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'demo': [
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'demo/x_mandate.xml',
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'demo/res_partner.xml',
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'demo/crm_lead.xml',
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'demo/equity_ubo.xml',
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'demo/project_task.xml',
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],
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'cloc_exclude': [
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'data/ir_actions_server.xml',
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'data/knowledge_article.xml',
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],
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'images': [

‎accounting_firm/data/base_automation.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo>
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<record id="base_automation_on_id_scan_changed" model="base.automation">
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<field name="name">Accounting Firm: On ID Scan Changed</field>
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<field name="action_server_ids" eval="[(6, 0, [ref('server_action_keep_scan_in_chatter')])]"/>
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="on_change_field_ids" eval="[(6, 0, [ref('x_id_scan_field_res_partner')])]"/>
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<field name="trigger">on_change</field>
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</record>
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</odoo>

‎accounting_firm/data/ir_actions_act_window.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo>
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<record id="action_mandate_list_view" model="ir.actions.act_window">
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<field name="name">Mandate list view</field>
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<field name="res_model">x_mandate</field>
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<field name="view_mode">list,form</field>
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</record>
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</odoo>

‎accounting_firm/data/ir_actions_server.xml‎

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}
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]]></field>
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</record>
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<record id="action_server_request_identity_document" model="ir.actions.server">
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="state">code</field>
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<field name="name">Request Identity Document</field>
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<field name="binding_model_id" ref="base.model_res_partner"/>
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<field name="binding_view_types">form</field>
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<field name="code"><![CDATA[
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action ={
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"type": "ir.actions.act_window",
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"res_model": "documents.request_wizard",
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"views": [[False, "form"]],
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"target": "new",
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"context": {
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"default_folder_id": env.ref('documents.document_inbox_folder').id,
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"default_res_id": record.id,
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"default_res_model": env.context.get("default_res_model", False),
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"default_name": "Identity Document - " + record.name,
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"default_requestee_id": record.id,
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"default_partner_id": record.id,
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"default_activity_date_deadline_range": 7,
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"default_activity_note": "Please provide your identity document for update.",
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"default_x_has_chatter_message": True,
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},
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"name": "New Document Request",
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}
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]]></field>
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</record>
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<record id="server_action_update_owner_id" model="ir.actions.server">
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<field name="model_id" ref="equity.model_equity_ubo"/>
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<field name="state">code</field>
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<field name="name">Update Owner ID</field>
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<field name="code"><![CDATA[
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for ubo in records:
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ubo.holder_id['x_id_scan'] = ubo.attachment_ids[-1].datas
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ubo.holder_id['x_id_expiration_date'] = ubo.attachment_expiration_date
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ubo.holder_id.message_post(
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body="The Identity Document Scan changed for this one: ",
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attachment_ids=[ubo.attachment_ids[-1].id]
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)
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action = {
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'type': 'ir.actions.client',
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'tag': 'display_notification',
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'params': {
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'message': "Identity Document updated",
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'type': 'success',
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},
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}
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]]></field>
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</record>
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<record id="server_action_request_document_with_chatter_message" model="ir.actions.server">
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<field name="model_id" ref="documents.model_documents_request_wizard"/>
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<field name="state">code</field>
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<field name="name">Request Document with Chatter Message</field>
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<field name="code"><![CDATA[
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doc = record.request_document()
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doc['x_is_identity_document_request'] = True
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record.partner_id.message_post(body="Document request has been sent")
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]]></field>
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</record>
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<record id="server_action_keep_scan_in_chatter" model="ir.actions.server">
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="state">code</field>
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<field name="name">Keep Scan in Chatter</field>
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<field name="code"><![CDATA[
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for partner in records:
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partner.message_post(
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body="The Identity Document Scan changed for this one: ",
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attachment_ids=[env['ir.attachment'].create({
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'name': 'Identity Document - ' + record.name + ' - History',
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'datas': record.x_id_scan,
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}).id]
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)
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]]></field>
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</record>
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<record id="server_action_update_document_partner_identity" model="ir.actions.server">
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<field name="model_id" ref="documents.model_documents_document"/>
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<field name="state">code</field>
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<field name="name">Update Document Partner ID</field>
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<field name="code"><![CDATA[
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for document in records:
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document.partner_id['x_id_scan'] = document.attachment_id.datas
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document.partner_id.message_post(
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body="The Identity Document Scan changed for this one: ",
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attachment_ids=[document.attachment_id.id]
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)
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action = {
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'view_mode': 'form',
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'res_model': 'res.partner',
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'res_id': document.partner_id.id,
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'type': 'ir.actions.act_window',
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}
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]]></field>
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</record>
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</odoo>

‎accounting_firm/data/ir_cron.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo>
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<record id="ir_cron_request_contact_id_document" model="ir.cron">
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<field name="name">Accounting Firm: Request Contact Identity Document</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="model_id" ref="base.model_res_partner"/>
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<field name="state">code</field>
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<field name="code"><![CDATA[
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for contact in model.search([('x_id_expiration_date', '!=', False), ('x_id_expiration_date', '<', datetime.datetime.today().date() + dateutil.relativedelta.relativedelta(days=7))]):
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if not env['documents.document'].search_count([('partner_id', '=', contact.id), ('x_is_identity_document_request', '!=', False), ('attachment_id', '=', False)], limit=1):
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doc = env['documents.request_wizard'].create({
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"folder_id": env.ref('documents.document_inbox_folder').id,
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"res_id": contact.id,
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"res_model": env.context.get("default_res_model", False),
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"name": "Identity Document - " + contact.name,
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"requestee_id": contact.id,
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"partner_id": contact.id,
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"activity_date_deadline_range": 7,
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"activity_note": "Please provide your identity document for update.",
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}).request_document()
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doc['x_is_identity_document_request'] = True
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contact.message_post(body="Document request has been sent")
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]]></field>
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</record>
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</odoo>

‎accounting_firm/data/ir_default.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo noupdate="1">
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<record id="default_x_mandate_x_active" model="ir.default">
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<field name="field_id" ref="x_active_field_x_mandate"/>
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<field name="json_value">true</field>
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</record>
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</odoo>

‎accounting_firm/data/ir_model.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo>
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<record id="x_mandate_model" model="ir.model">
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<field name="name">Mandate</field>
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<field name="model">x_mandate</field>
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</record>
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<record id="x_aml_risk_model" model="ir.model">
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<field name="name">AML Risk</field>
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<field name="model">x_aml_risk</field>
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</record>
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<record id="x_aml_risk_type_model" model="ir.model">
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<field name="name">Risk Type</field>
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<field name="model">x_aml_risk_type</field>
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</record>
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</odoo>

‎accounting_firm/data/ir_model_access.xml‎

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<?xml version='1.0' encoding='UTF-8'?>
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<odoo>
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<record id="mandate_user_access" model="ir.model.access">
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<field name="group_id" ref="base.group_user"/>
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<field name="model_id" ref="x_mandate_model"/>
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<field name="name">x_mandate_user_access</field>
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<field name="perm_create" eval="True"/>
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<field name="perm_read" eval="True"/>
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<field name="perm_unlink" eval="True"/>
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<field name="perm_write" eval="True"/>
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</record>
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<record id="aml_risk_user_access" model="ir.model.access">
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<field name="group_id" ref="base.group_user"/>
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<field name="model_id" ref="x_aml_risk_model"/>
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<field name="name">x_aml_risk_user_access</field>
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<field name="perm_create" eval="True"/>
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<field name="perm_read" eval="True"/>
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<field name="perm_unlink" eval="True"/>
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<field name="perm_write" eval="True"/>
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</record>
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<record id="aml_risk_type_user_access" model="ir.model.access">
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<field name="group_id" ref="base.group_user"/>
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<field name="model_id" ref="x_aml_risk_type_model"/>
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<field name="name">x_aml_risk_type_user_access</field>
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<field name="perm_create" eval="True"/>
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<field name="perm_read" eval="True"/>
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<field name="perm_unlink" eval="True"/>
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<field name="perm_write" eval="True"/>
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</record>
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</odoo>

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