fix amounts on view-cashbooks to include non-asset-cashbooks

speedup: indexes, caching

README.rst

@@ -9,7 +9,7 @@ pip install mds-cashbook-investment
 
 Requires
 ========
-- Tryton 6.0
+- Tryton 7.0
 
 How to
 ======
@@ -23,68 +23,6 @@ You can monitor trading fees, dividends and sales profits.
 Changes
 =======
 
-*6.0.14 - 19.01.2024*
+*7.0.0 - 06.12.2023*
 
-- the amounts of the view cash books now include the amounts
+- compatibility to Tryton 7.0
-  of the generic cash books
-
-*6.0.13 - 03.01.2024*
-
-- fix: sorting/searcher of field yield-balance
-
-*6.0.12 - 31.12.2023*
-
-- remove caching
-- add worker-based precalculation of cashbook-values
-
-*6.0.11 - 06.12.2023*
-
-- code optimized
-
-*6.0.10 - 08.06.2023*
-
-- code optimized
-
-*6.0.9 - 19.04.2023*
-
-- fix: line - exception if add split-lines
-
-*6.0.8 - 17.04.2023*
-
-- fix: line - selection of digits for quantity
-
-*6.0.7 - 05.03.2023*
-
-- updt: optimize queries for speed, optimize caching
-- add: trytond.conf-settings
-
-*6.0.6 - 27.02.2023*
-
-- add: caching
-- add: performance and yield info
-
-*6.0.5 - 05.02.2023*
-
-- fix: line rewrite values
-
-*6.0.4 - 01.02.2023*
-
-- fix: selection of quantity-uom/digits on line/spitline
-
-*6.0.3 - 30.01.2023*
-
-- add: performance-tab to line-form
-- fix: digits of start/end-quantity in reconciliation
-
-*6.0.2 - 28.01.2023*
-
-- fix: transfer between cash-/asset-book with zero quantity
-- add: view value/percent on chasbooks with btype=None
-
-*6.0.1 - 21.01.2023*
-
-- works
-
-*6.0.0 - 20.12.2022*
-
-- init

book.py

@@ -3,7 +3,7 @@
 # The COPYRIGHT file at the top level of this repository contains the
 # full copyright notices and license terms.
 
-from trytond.model import fields, SymbolMixin
+from trytond.model import fields, SymbolMixin, Index
 from trytond.pool import PoolMeta, Pool
 from trytond.pyson import Eval, Or, Bool, If
 from trytond.modules.cashbook.book import STATES2, DEPENDS2
@@ -25,7 +25,7 @@ class Book(SymbolMixin, metaclass=PoolMeta):
     __name__ = 'cashbook.book'
 
     asset = fields.Many2One(
-        string='Asset', select=True,
+        string='Asset',
         model_name='investment.asset', ondelete='RESTRICT',
         states={
             'required': Eval('feature', '') == 'asset',
@@ -51,7 +51,7 @@ class Book(SymbolMixin, metaclass=PoolMeta):
         model_name='product.uom.category',
         states={'invisible': True}), 'on_change_with_asset_uomcat')
     quantity_uom = fields.Many2One(
-        string='UOM', select=True,
+        string='UOM',
         model_name='product.uom', ondelete='RESTRICT',
         domain=[('category.id', '=', Eval('asset_uomcat', -1))],
         states={
@@ -181,6 +181,19 @@ class Book(SymbolMixin, metaclass=PoolMeta):
         depends=['currency_digits', 'feature']),
         'get_yield_balance_data', searcher='search_asset_quantity')
 
+    @classmethod
+    def __setup__(cls):
+        super(Book, cls).__setup__()
+        t = cls.__table__()
+        cls._sql_indexes.update({
+            Index(
+                t,
+                (t.asset, Index.Equality())),
+            Index(
+                t,
+                (t.quantity_uom, Index.Equality())),
+            })
+
     @classmethod
     def view_attributes(cls):
         return super(Book, cls).view_attributes() + [

line.py

@@ -14,10 +14,9 @@ from trytond.i18n import gettext
 from trytond.report import Report
 from trytond.transaction import Transaction
 from trytond.modules.cashbook.line import STATES, DEPENDS
+from trytond.modules.cashbook.const import DEF_NONE
 from .mixin import SecondUomMixin
 
-DEF_NONE = None
-
 STATESQ1 = {
     'invisible': And(
         Eval('feature', '') != 'asset',

setup.py

@@ -39,7 +39,7 @@ with open(path.join(here, 'versiondep.txt'), encoding='utf-8') as f:
         modversion[l2[0]] = {'min': l2[1], 'max': l2[2], 'prefix': l2[3]}
 
 # tryton-version
-major_version = 6
+major_version = 7
 minor_version = 0
 
 requires = []
@@ -92,6 +92,7 @@ setup(
         'License :: OSI Approved :: GNU General Public License (GPL)',
         'Programming Language :: Python :: 3.7',
         'Programming Language :: Python :: 3.8',
+        'Programming Language :: Python :: 3.9',
     ],
 
     keywords='tryton cashbook investment',

tests/__init__.py

@@ -1,17 +1,2 @@
 # This file is part of Tryton.  The COPYRIGHT file at the top level of
 # this repository contains the full copyright notices and license terms.
-
-import trytond.tests.test_tryton
-import unittest
-
-from .test_module import CashbookInvestmentTestCase
-
-
-__all__ = ['suite']
-
-
-def suite():
-    suite = trytond.tests.test_tryton.suite()
-    suite.addTests(unittest.TestLoader().loadTestsFromTestCase(
-        CashbookInvestmentTestCase))
-    return suite

tests/book.py

@@ -828,7 +828,8 @@ class CbInvTestCase(object):
 
             self.assertRaisesRegex(
                 UserError,
-                'A value is required for field "Asset" in "Cashbook".',
+                'A value is required for field "Asset" in ' +
+                '"Book 1 | 0.00 usd | Open | 0.0000 u" of "Cashbook".',
                 Book.write,
                 *[
                     [book],

tryton.cfg

@@ -1,5 +1,5 @@
 [tryton]
-version=6.0.14
+version=7.0.0
 depends:
     cashbook
     investment

versiondep.txt

@@ -1,2 +1,2 @@
-cashbook;6.0.33;6.0.999;mds
+cashbook;7.0.32;7.0.999;mds
-investment;6.0.26;6.0.999;mds
+investment;7.0.26;7.0.999;mds

view/book_list.xml

@@ -5,9 +5,20 @@ full copyright notices and license terms. -->
 <data>
 
     <xpath expr="/tree/field[@name='balance']" position="after">
-        <field name="current_value" symbol="currency"/>
+        <field name="current_value" symbol="currency" optional="0"/>
-        <field name="diff_percent"/>
+        <field name="current_value_ref" symbol="company_currency" optional="1"/>
-        <field name="quantity" symbol="quantity_uom"/>
+        <field name="purchase_amount" symbol="currency" optional="1"/>
+        <field name="diff_amount" symbol="currency" optional="0"/>
+        <field name="yield_balance" symbol="currency" optional="1"/>
+        <field name="diff_percent" optional="0"/>
+        <field name="quantity" symbol="quantity_uom" optional="0"/>
+        <field name="quantity_all" symbol="quantity_uom" optional="1"/>
+        <field name="yield_sales" symbol="currency" optional="1"/>
+        <field name="yield_sales_12m" symbol="currency" optional="1"/>
+        <field name="yield_dividend_total" symbol="currency" optional="1"/>
+        <field name="yield_dividend_12m" symbol="currency" optional="1"/>
+        <field name="yield_fee_total" symbol="currency" optional="1"/>
+        <field name="yield_fee_12m" symbol="currency" optional="1"/>
     </xpath>
 
 </data>

view/book_tree.xml

@@ -5,7 +5,20 @@ full copyright notices and license terms. -->
 <data>
 
     <xpath expr="/tree/field[@name='balance']" position="after">
-        <field name="diff_amount" symbol="currency"/>
+        <field name="current_value" symbol="currency" optional="1"/>
+        <field name="current_value_ref" symbol="company_currency" optional="1"/>
+        <field name="purchase_amount" symbol="currency" optional="1"/>
+        <field name="diff_amount" symbol="currency" optional="0"/>
+        <field name="yield_balance" symbol="currency" optional="1"/>
+        <field name="diff_percent" optional="0"/>
+        <field name="quantity" symbol="quantity_uom" optional="1"/>
+        <field name="quantity_all" symbol="quantity_uom" optional="1"/>
+        <field name="yield_sales" symbol="currency" optional="1"/>
+        <field name="yield_sales_12m" symbol="currency" optional="1"/>
+        <field name="yield_dividend_total" symbol="currency" optional="1"/>
+        <field name="yield_dividend_12m" symbol="currency" optional="1"/>
+        <field name="yield_fee_total" symbol="currency" optional="1"/>
+        <field name="yield_fee_12m" symbol="currency" optional="1"/>
     </xpath>
 
 </data>

view/line_list.xml

@@ -5,9 +5,9 @@ full copyright notices and license terms. -->
 <data>
 
     <xpath expr="/tree/field[@name='balance']" position="after">
-        <field name="quantity_credit"/>
+        <field name="quantity_credit" optional="0"/>
-        <field name="quantity_debit"/>
+        <field name="quantity_debit" optional="0"/>
-        <field name="quantity_balance"/>
+        <field name="quantity_balance" optional="0"/>
     </xpath>
 
 </data>

view/recon_list.xml

@@ -5,7 +5,7 @@ full copyright notices and license terms. -->
 <data>
 
     <xpath expr="/tree/field[@name='end_amount']" position="after">
-        <field name="start_quantity"/>
+        <field name="start_quantity" optional="0"/>
-        <field name="end_quantity"/>
+        <field name="end_quantity" optional="0"/>
     </xpath>
 </data>

view/split_list.xml

@@ -5,8 +5,8 @@ full copyright notices and license terms. -->
 <data>
 
     <xpath expr="/tree/field[@name='amount_2nd_currency']" position="after">
-        <field name="quantity" symbol="quantity_uom"/>
+        <field name="quantity" symbol="quantity_uom" optional="0"/>
-        <field name="quantity_2nd_uom" symbol="quantity2nd"/>
+        <field name="quantity_2nd_uom" symbol="quantity2nd" optional="0"/>
     </xpath>
 
 </data>