add notify

locale/de.po

@@ -3,6 +3,18 @@ msgid ""
 msgstr "Content-Type: text/plain; charset=utf-8\n"
 
 
+##############
+# ir.message #
+##############
+msgctxt "model:ir.message,text:msg_title_notify"
+msgid "Cashbook Scheduled Booking"
+msgstr "Kassenbuch geplante Buchung"
+
+msgctxt "model:ir.message,text:msg_text_notify"
+msgid "The following transaction was generated: %(bname)s"
+msgstr "Die folgende Buchung wurde erzeugt: %(bname)s"
+
+
 ###########
 # ir.cron #
 ###########
@@ -35,6 +47,18 @@ msgid "Scheduled Bookings"
 msgstr "geplante Buchungen"
 
 
+###################
+# ir.model.button #
+###################
+msgctxt "model:ir.model.button,string:book_now_button"
+msgid "Execute Booking Now"
+msgstr "Buchung jetzt ausführen"
+
+msgctxt "model:ir.model.button,help:book_now_button"
+msgid "The planned booking is brought forward and executed now. The next posting is then scheduled regularly for the following execution."
+msgstr "Die geplante Buchung wird vorgezogen und jetzt ausgeführt. Die nächste Buchung wird dann regulär für die nachfolgende Ausführung geplant."
+
+
 #################
 # ir.rule.group #
 #################
@@ -366,6 +390,22 @@ msgctxt "help:cashbook.planner,move_event:"
 msgid "If the date of execution falls on a weekend or holiday, it can be moved to a business day."
 msgstr "Wenn das Datum der Ausführung auf ein Wochenende oder Feiertag fällt, kann es auf einen Geschäftstag verschoben werden."
 
+msgctxt "field:cashbook.planner,last_day_of_month:"
+msgid "Last day of the month"
+msgstr "letzer Tag des Monats"
+
+msgctxt "help:cashbook.planner,last_day_of_month:"
+msgid "The booking is made on the last day of the month."
+msgstr "Die Buchung wird am letzten Tag des Monats ausgeführt."
+
+msgctxt "field:cashbook.planner,notify_bycron:"
+msgid "Notify"
+msgstr "Benachrichtigen"
+
+msgctxt "help:cashbook.planner,notify_bycron:"
+msgid "A notification will appear in the web browser when the booking has been created."
+msgstr "Es wird eine Benachrichtigung im Webbrowser angezeigt wenn die Buchung erstellt wurde."
+
 
 ############################
 # cashbook.planner.nextrun #

locale/en.po

@@ -2,6 +2,14 @@
 msgid ""
 msgstr "Content-Type: text/plain; charset=utf-8\n"
 
+msgctxt "model:ir.message,text:msg_title_notify"
+msgid "Cashbook Scheduled Booking"
+msgstr "Cashbook Scheduled Booking"
+
+msgctxt "model:ir.message,text:msg_text_notify"
+msgid "The following transaction was generated: %(bname)s"
+msgstr "The following transaction was generated: %(bname)s"
+
 msgctxt "selection:ir.cron,method:"
 msgid "Execute scheduled bookings"
 msgstr "Execute scheduled bookings"
@@ -18,6 +26,14 @@ msgctxt "model:ir.action,name:act_planner_view"
 msgid "Scheduled Bookings"
 msgstr "Scheduled Bookings"
 
+msgctxt "model:ir.model.button,string:book_now_button"
+msgid "Execute Booking Now"
+msgstr "Execute Booking Now"
+
+msgctxt "model:ir.model.button,help:book_now_button"
+msgid "The planned booking is brought forward and executed now. The next posting is then scheduled regularly for the following execution."
+msgstr "The planned booking is brought forward and executed now. The next posting is then scheduled regularly for the following execution."
+
 msgctxt "model:ir.rule.group,name:rg_planner_admin"
 msgid "Administrators: scheduled bookings read/write"
 msgstr "Administrators: scheduled bookings read/write"
@@ -374,3 +390,18 @@ msgctxt "view:cashbook.line:"
 msgid "Scheduled Bookings"
 msgstr "Scheduled Bookings"
 
+msgctxt "field:cashbook.planner,last_day_of_month:"
+msgid "Last day of the month"
+msgstr "Last day of the month"
+
+msgctxt "help:cashbook.planner,last_day_of_month:"
+msgid "The booking is made on the last day of the month."
+msgstr "The booking is made on the last day of the month."
+
+msgctxt "field:cashbook.planner,notify_bycron:"
+msgid "Notify"
+msgstr "Notify"
+
+msgctxt "help:cashbook.planner,notify_bycron:"
+msgid "A notification will appear in the web browser when the booking has been created."
+msgstr "A notification will appear in the web browser when the booking has been created."

message.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0"?>
+<!-- This file is part of the cashbook-planner from m-ds for Tryton.
+The COPYRIGHT file at the top level of this repository contains the
+full copyright notices and license terms. -->
+<tryton>
+    <data>
+
+        <record model="ir.message" id="msg_title_notify">
+            <field name="text">Cashbook Scheduled Booking</field>
+        </record>
+        <record model="ir.message" id="msg_text_notify">
+            <field name="text">The following transaction was generated: %(bname)s</field>
+        </record>
+
+    </data>
+</tryton>

planner.py

@@ -14,6 +14,7 @@ from trytond.pool import Pool
 from trytond.report import Report
 from trytond.i18n import gettext
 from trytond.pyson import Eval, Bool, If, And
+from trytond.bus import notify
 from trytond.modules.currency.fields import Monetary
 from trytond.modules.cashbook.book import sel_state_book
 from trytond.modules.cashbook.line import sel_bookingtype as sel_bookingtype_cb
@@ -91,7 +92,14 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
                 [('monthday', '>=', 1), ('monthday', '<=', 31)],
                 ('monthday', '=', None))],
         depends=['weekday', 'frequ'],
-        states={'required': COND_MONTHDAY, 'invisible': ~COND_MONTHDAY})
+        states={
+            'required': And(COND_MONTHDAY, ~Eval('last_day_of_month', False)),
+            'invisible': ~And(
+                COND_MONTHDAY, ~Eval('last_day_of_month', False))})
+    last_day_of_month = fields.Boolean(
+        string='Last day of the month', depends=['weekday', 'frequ'],
+        help='The booking is made on the last day of the month.',
+        states={'invisible': ~COND_MONTHDAY})
     interval = fields.Integer(
         string='Interval', required=True,
         help='Select an interval to run the rule on every n-th date.',
@@ -110,6 +118,9 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
         string='If no business day', required=True, selection=SEL_MOVE_EVENT,
         help='If the date of execution falls on a weekend or holiday, ' +
         'it can be moved to a business day.')
+    notify_bycron = fields.Boolean(
+        string='Notify', help='A notification will appear in the web ' +
+        'browser when the booking has been created.')
 
     bookingtype = fields.Selection(
         string='Type', selection=sel_bookingtype, required=True,
@@ -180,8 +191,10 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
             Index(
                 t,
                 (t.end_date, Index.Range(order='ASC')),
-                where=t.end_date != DEF_NONE),
-        })
+                where=t.end_date != DEF_NONE)})
+        cls._buttons.update({
+            'booknow': {'readonly': ~Eval('active', False)},
+            })
 
     def get_rec_name(self, name=None):
         """ get formatted name of record
@@ -263,6 +276,8 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
             count = 5
         count = 1 if count < 1 else 100 if count > 100 else count
 
+        last_day_of_month = params.get(
+            'last_day_of_month', self.last_day_of_month)
         end_date = params.get('end_date', self.end_date)
         frequ = pfrequ[params.get('frequ', self.frequ)]
 
@@ -283,6 +298,18 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
             interval = 1
         interval = 1 if interval < 1 else 10 if interval > 10 else interval
 
+        # last-day-of-month: set date short before end of month,
+        # then compute move result to end of month
+        updt_lastday = False
+        if last_day_of_month and (frequ == MONTHLY) and not pweekday:
+            monthday = 28
+            updt_lastday = True
+
+        lastday_valid = last_day_of_month and (
+            frequ == MONTHLY) and (pweekday is None)
+        assert (lastday_valid or not last_day_of_month), \
+            ('last-day-of-month can only be used with frequ=month ' +
+             'and weekday=99.')
         assert (monthday is None) or (pweekday is None), \
             "weekday and monthday cannot be used together"
 
@@ -297,7 +324,12 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
         for x in dtrule:
             if (query_date and (x.date() >= query_date)) or \
                     (query_date is None):
-                x_date = get_moved_date(x.date(), move_event)
+                x_date = x.date()
+                if updt_lastday:
+                    x_date = (
+                        (x_date + timedelta(days=5)).replace(day=1) -
+                        timedelta(days=1))
+                x_date = get_moved_date(x_date, move_event)
 
                 # if date was re-arranged backwards and we are before
                 # query_date - skip it
@@ -368,7 +400,7 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
 
     @fields.depends(
             'start_date', 'end_date', 'frequ', 'weekday', 'monthday',
-            'interval', 'setpos', 'move_event')
+            'interval', 'setpos', 'move_event', 'last_day_of_month')
     def on_change_with_nextdates(self, name=None):
         """ Calculates the next 5 appointments based on the configured rule,
             returns a formatted date list
@@ -401,7 +433,8 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
                     'weekday': self.weekday,
                     'monthday': self.monthday,
                     'interval': self.interval,
-                    'setpos': self.setpos}
+                    'setpos': self.setpos,
+                    'last_day_of_month': self.last_day_of_month}
             )])
 
     @fields.depends('cashbook', '_parent_cashbook.owner')
@@ -428,26 +461,33 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
             elif self.bookingtype in ['mvin', 'mvout']:
                 self.category = None
 
-    @fields.depends('frequ', 'setpos', 'weekday', 'monthday')
+    @fields.depends(
+            'frequ', 'setpos', 'weekday', 'monthday', 'last_day_of_month')
     def on_change_frequ(self):
         """ update fields
         """
         if self.frequ and self.frequ == 'month':
             if self.weekday:
                 if self.weekday == '99':
-                    if self.monthday is None:
-                        self.monthday = 1
+                    if self.last_day_of_month:
+                        self.monthday = None
+                    else:
+                        if self.monthday is None:
+                            self.monthday = 1
                     self.setpos = None
                 else:
                     if self.setpos is None:
                         self.setpos = 1
                     self.monthday = None
+                    self.last_day_of_month = False
         else:
             self.setpos = None
             self.monthday = None
             self.weekday = '99'
+            self.last_day_of_month = False
 
-    @fields.depends('frequ', 'setpos', 'weekday', 'monthday')
+    @fields.depends(
+            'frequ', 'setpos', 'weekday', 'monthday', 'last_day_of_month')
     def on_change_weekday(self):
         """ clear day-of-month if weekday is used
         """
@@ -546,6 +586,15 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
         """
         return 1
 
+    @classmethod
+    def default_last_day_of_month(cls):
+        """ get default for last-day-of-month
+
+        Returns:
+            boolean: False
+        """
+        return False
+
     @classmethod
     def default_frequ(cls):
         """ get default for frequency
@@ -569,6 +618,15 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
         IrDate = Pool().get('ir.date')
         return IrDate.today()
 
+    @classmethod
+    def default_notify_bycron(cls):
+        """ get False as default
+
+        Returns:
+            boolean: False
+        """
+        return False
+
     @classmethod
     def fill_placeholder(cls, linedata):
         """ replace placeholder in description
@@ -687,6 +745,20 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
         if to_write:
             NextRun.write(*to_write)
 
+    @classmethod
+    @ModelView.button
+    def booknow(cls, records):
+        """ run planned booking now
+        """
+        to_work = [x for x in records if x.active and x.nextrun_date]
+        cls.run_booking(to_work)
+
+        for record in to_work:
+            if record.active:
+                cls.update_next_occurence(
+                    [record],
+                    query_date=record.nextrun_date + timedelta(days=1))
+
     @classmethod
     def create(cls, vlist):
         """ update nextrun-records on create of planner-records
@@ -784,11 +856,27 @@ class ScheduledBooking(DeactivableMixin, ModelSQL, ModelView):
             else:
                 to_create.append(line)
 
+        to_notify = []
         if to_create_check:
             lines = Line.create(to_create_check)
             Line.wfcheck(lines)
+            to_notify.extend([
+                x for x in lines
+                if x.planners[0].notify_bycron])
+
         if to_create:
-            Line.create(to_create)
+            lines = Line.create(to_create)
+            to_notify.extend([
+                x for x in lines
+                if x.planners[0].notify_bycron])
+
+        for line in to_notify:
+            notify(
+                title=gettext('cashbook_planner.msg_title_notify'),
+                body=gettext(
+                    'cashbook_planner.msg_text_notify',
+                    bname=line.rec_name),
+                user=line.cashbook.owner.id)
 
     @classmethod
     def cronjob(cls):

planner.xml

@@ -157,5 +157,17 @@ full copyright notices and license terms. -->
             <field name="rule_group" ref="rg_planner_companies"/>
         </record>
 
+        <!-- button -->
+        <record model="ir.model.button" id="book_now_button">
+            <field name="name">booknow</field>
+            <field name="string">Execute Booking Now</field>
+            <field name="help">The planned booking is brought forward and executed now. The next posting is then scheduled regularly for the following execution.</field>
+            <field name="model" search="[('model', '=', 'cashbook.planner')]"/>
+        </record>
+        <record model="ir.model.button-res.group" id="book_now_button-group_planner">
+            <field name="button" ref="book_now_button"/>
+            <field name="group" ref="group_planner"/>
+        </record>
+
     </data>
 </tryton>

tests/planner.py

@@ -245,6 +245,17 @@ class PlannerTestCase(object):
             [date(2022, 5, 11), date(2022, 6, 8), date(2022, 7, 13),
                 date(2022, 8, 10), date(2022, 9, 14), date(2022, 10, 12)])
 
+        # last day of month
+        self.assertEqual(
+            job._compute_dates_by_rrule(
+                query_date=date(2022, 5, 1), count=6,
+                params={
+                    'weekday': '99', 'end_date': None, 'frequ': 'month',
+                    'interval': 1, 'setpos': None, 'monthday': None,
+                    'last_day_of_month': True}),
+            [date(2022, 5, 31), date(2022, 6, 30), date(2022, 7, 31),
+                date(2022, 8, 31), date(2022, 9, 30), date(2022, 10, 31)])
+
         # set up holidays
         cfg1 = Config(
             holidays='01-01;05-01;easter:+1;easter:-2;ascension;whitsun:+1')
@@ -377,6 +388,23 @@ class PlannerTestCase(object):
                 'setpos': 5, 'monthday': None, 'weekday': '2',
                 'end_date': None}])
 
+    @with_transaction()
+    def test_planner_run_booking_now(self):
+        """ create job, press button 'booknow'
+        """
+        Planner = Pool().get('cashbook.planner')
+
+        job = self.prep_create_job()
+        self.assertEqual(
+            job.rec_name, "Job 1|Book 1|Exp|Cat1|05/01/2022|usd0.00")
+        self.assertEqual(
+            job._compute_dates_by_rrule(
+                count=1, query_date=date(2022, 5, 1)), [
+                date(2022, 5, 1)])
+        Planner.booknow([job])
+        self.assertEqual(
+            job.rec_name, "Job 1|Book 1|Exp|Cat1|06/01/2022|usd0.00")
+
     @with_transaction()
     def test_planner_create_update_nextrun(self):
         """ create job, check nextrun-record

tryton.cfg

@@ -5,6 +5,7 @@ depends:
 extras_depend:
     cashbook_investment
 xml:
+    message.xml
     group.xml
     planner.xml
     nextrun.xml

view/planner_form.xml

@@ -12,7 +12,8 @@ full copyright notices and license terms. -->
     <label name="active"/>
     <field name="active"/>
 
-    <label name="nextrun_date" colspan="5"/>
+    <button colspan="2" name="booknow"/>
+    <label name="nextrun_date" colspan="3"/>
     <field name="nextrun_date"/>
 
     <notebook colspan="6">
@@ -34,6 +35,8 @@ full copyright notices and license terms. -->
             <field name="weekday"/>
             <label name="monthday"/>
             <field name="monthday"/>
+            <label name="last_day_of_month"/>
+            <field name="last_day_of_month"/>
 
             <label name="move_event"/>
             <field name="move_event"/>
@@ -58,7 +61,8 @@ full copyright notices and license terms. -->
 
             <label name="wfcheck"/>
             <field name="wfcheck"/>
-            <newline/>
+            <label name="notify_bycron"/>
+            <field name="notify_bycron"/>
 
             <separator name="subject" colspan="4" string="Booking text"/>
             <field name="subject" colspan="4"/>