[18.0][IMP] stock_move_actual_date: add functionality for inventory location report based on actual date

stock_move_actual_date/README.rst

@@ -1,7 +1,3 @@
-.. image:: https://odoo-community.org/readme-banner-image
-   :target: https://odoo-community.org/get-involved?utm_source=readme
-   :alt: Odoo Community Association
-
 ======================
 Stock Move Actual Date
 ======================
@@ -17,7 +13,7 @@ Stock Move Actual Date
 .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
     :target: https://odoo-community.org/page/development-status
     :alt: Beta
-.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
     :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
     :alt: License: AGPL-3
 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fstock--logistics--workflow-lightgray.png?logo=github
@@ -41,10 +37,14 @@ It also adds an Actual Date field to the Stock Valuation Layer model,
 enabling reporting based on this field. This field is computed and
 stored according to the following logic:
 
-- If a posted journal entry exists, its date is used.
-- If there is no journal entry, the stock move's actual date is used
-- Otherwise, convert create_date (datetime) of the stock.valuation.layer
-  record to date, with consideration to user's timezone.
+-  If a posted journal entry exists, its date is used.
+-  If there is no journal entry, the stock move's actual date is used
+-  Otherwise, convert create_date (datetime) of the
+   stock.valuation.layer record to date, with consideration to user's
+   timezone.
+
+It also provides stock quantity history reporting based on the actual
+date.
 
 **Table of contents**
 
@@ -54,25 +54,25 @@ stored according to the following logic:
 Configuration
 =============
 
-- Go to Settings > Users & Companies > Groups.
-- Open 'Modify Actual Date' and add the users who are allowed to edit
-  the actual date of completed records (e.g., pickings, scraps).
+-  Go to Settings > Users & Companies > Groups.
+-  Open 'Modify Actual Date' and add the users who are allowed to edit
+   the actual date of completed records (e.g., pickings, scraps).
 
 Usage
 =====
 
 Use the Actual Date field in the following transfer and scrap scenarios:
 
-- If you are late in processing a transfer or scrap in Odoo and wish to
-  record the transaction with the actual transfer date, fill in the
-  Actual Date field in the picking or scrap form. The Actual Date of the
-  picking or scrap is then propagated to its corresponding stock moves
-  and stock move lines, and is also passed to the journal entry as the
-  date.
-- You can also update the Actual Date of a completed picking or scrap if
-  you belong to the 'Modify Actual Date' group. This operation updates
-  the date of the related journal entries, re-proposing a new sequence
-  to them as necessary.
+-  If you are late in processing a transfer or scrap in Odoo and wish to
+   record the transaction with the actual transfer date, fill in the
+   Actual Date field in the picking or scrap form. The Actual Date of
+   the picking or scrap is then propagated to its corresponding stock
+   moves and stock move lines, and is also passed to the journal entry
+   as the date.
+-  You can also update the Actual Date of a completed picking or scrap
+   if you belong to the 'Modify Actual Date' group. This operation
+   updates the date of the related journal entries, re-proposing a new
+   sequence to them as necessary.
 
 Use the Actual Date field in the following stock valuation reporting
 scenarios:
@@ -83,6 +83,17 @@ scenarios:
    'Valuation as of Accounting Date' (note that 'hh:mm:ss' part of the
    selection in 'Inventory at Date' is ignored in this context).
 
+Use the Actual Date field in the following stock quantity history
+reporting scenarios:
+
+1. Go to *Inventory > Reporting > Stock* and click 'Inventory at Date'.
+2. In the wizard, select a date in 'Inventory at Date', and click
+   'Inventory as of Actual Date' (note that the 'hh:mm:ss' part of the
+   selection in 'Inventory at Date' is ignored in this context).
+
+Note: You can also use this feature along with
+stock_quantity_history_location.
+
 Known issues / Roadmap
 ======================
 
@@ -117,10 +128,10 @@ Authors
 Contributors
 ------------
 
-- `Quartile <https://www.quartile.co>`__:
+-  `Quartile <https://www.quartile.co>`__:
 
-  - Aung Ko Ko Lin
-  - Yoshi Tashiro
+   -  Aung Ko Ko Lin
+   -  Yoshi Tashiro
 
 Maintainers
 -----------

stock_move_actual_date/models/stock_move.py

@@ -40,6 +40,39 @@ def _compute_actual_date(self):
                 self.with_context(tz=tz), rec.date
             )
 
+    @api.model
+    def _read_group(
+        self,
+        domain,
+        groupby=(),
+        aggregates=(),
+        having=(),
+        offset=0,
+        limit=None,
+        order=None,
+    ):
+        if self.env.context.get("use_actual_date"):
+            tz = self._get_timezone()
+            domain = [
+                (
+                    "actual_date",
+                    condition[1],
+                    fields.Date.context_today(self.with_context(tz=tz), condition[2]),
+                )
+                if isinstance(condition, list | tuple) and condition[0] == "date"
+                else condition
+                for condition in domain
+            ]
+        return super()._read_group(
+            domain,
+            groupby,
+            aggregates,
+            having,
+            offset=offset,
+            limit=limit,
+            order=order,
+        )
+
     def _action_done(self, cancel_backorder=False):
         moves = super()._action_done(cancel_backorder)
         # i.e. Inventory adjustments with actual date

stock_move_actual_date/readme/DESCRIPTION.md

@@ -11,3 +11,5 @@ stored according to the following logic:
 - If there is no journal entry, the stock move's actual date is used
 - Otherwise, convert create_date (datetime) of the stock.valuation.layer
   record to date, with consideration to user's timezone.
+
+It also provides stock quantity history reporting based on the actual date.

stock_move_actual_date/readme/USAGE.md

@@ -19,3 +19,12 @@ scenarios:
 2.  In the wizard, select a date in 'Inventory at Date', and click
     'Valuation as of Accounting Date' (note that 'hh:mm:ss' part of the
     selection in 'Inventory at Date' is ignored in this context).
+
+Use the Actual Date field in the following stock quantity history reporting scenarios:
+
+1. Go to *Inventory > Reporting > Stock* and click 'Inventory at Date'.
+2. In the wizard, select a date in 'Inventory at Date', and click
+   'Inventory as of Actual Date' (note that the 'hh:mm:ss' part of the selection
+   in 'Inventory at Date' is ignored in this context).
+
+Note: You can also use this feature along with stock_quantity_history_location.

stock_move_actual_date/static/description/index.html

@@ -3,7 +3,7 @@
 <head>
 <meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
 <meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
-<title>README.rst</title>
+<title>Stock Move Actual Date</title>
 <style type="text/css">
 
 /*
@@ -360,21 +360,16 @@
 </style>
 </head>
 <body>
-<div class="document">
+<div class="document" id="stock-move-actual-date">
+<h1 class="title">Stock Move Actual Date</h1>
 
-
-<a class="reference external image-reference" href="https://odoo-community.org/get-involved?utm_source=readme">
-<img alt="Odoo Community Association" src="https://odoo-community.org/readme-banner-image" />
-</a>
-<div class="section" id="stock-move-actual-date">
-<h1>Stock Move Actual Date</h1>
 <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! This file is generated by oca-gen-addon-readme !!
 !! changes will be overwritten.                   !!
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 !! source digest: sha256:542dce805f57e02c2591a7f294a99014d5403db35500251cf01cdb3e8b6a7372
 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
-<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/license-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/stock-logistics-workflow/tree/18.0/stock_move_actual_date"><img alt="OCA/stock-logistics-workflow" src="https://img.shields.io/badge/github-OCA%2Fstock--logistics--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/stock-logistics-workflow-18-0/stock-logistics-workflow-18-0-stock_move_actual_date"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/stock-logistics-workflow&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
+<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/stock-logistics-workflow/tree/18.0/stock_move_actual_date"><img alt="OCA/stock-logistics-workflow" src="https://img.shields.io/badge/github-OCA%2Fstock--logistics--workflow-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/stock-logistics-workflow-18-0/stock-logistics-workflow-18-0-stock_move_actual_date"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/stock-logistics-workflow&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
 <p>This module adds an Actual Date field to the stock picking, stock scrap,
 stock move, and stock move line models. This field allows users to
 record the actual date on which a stock transfer or stock scrap took
@@ -385,9 +380,12 @@ <h1>Stock Move Actual Date</h1>
 <ul class="simple">
 <li>If a posted journal entry exists, its date is used.</li>
 <li>If there is no journal entry, the stock move’s actual date is used</li>
-<li>Otherwise, convert create_date (datetime) of the stock.valuation.layer
-record to date, with consideration to user’s timezone.</li>
+<li>Otherwise, convert create_date (datetime) of the
+stock.valuation.layer record to date, with consideration to user’s
+timezone.</li>
 </ul>
+<p>It also provides stock quantity history reporting based on the actual
+date.</p>
 <p><strong>Table of contents</strong></p>
 <div class="contents local topic" id="contents">
 <ul class="simple">
@@ -404,27 +402,27 @@ <h1>Stock Move Actual Date</h1>
 </ul>
 </div>
 <div class="section" id="configuration">
-<h2><a class="toc-backref" href="#toc-entry-1">Configuration</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
 <ul class="simple">
 <li>Go to Settings &gt; Users &amp; Companies &gt; Groups.</li>
 <li>Open ‘Modify Actual Date’ and add the users who are allowed to edit
 the actual date of completed records (e.g., pickings, scraps).</li>
 </ul>
 </div>
 <div class="section" id="usage">
-<h2><a class="toc-backref" href="#toc-entry-2">Usage</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
 <p>Use the Actual Date field in the following transfer and scrap scenarios:</p>
 <ul class="simple">
 <li>If you are late in processing a transfer or scrap in Odoo and wish to
 record the transaction with the actual transfer date, fill in the
-Actual Date field in the picking or scrap form. The Actual Date of the
-picking or scrap is then propagated to its corresponding stock moves
-and stock move lines, and is also passed to the journal entry as the
-date.</li>
-<li>You can also update the Actual Date of a completed picking or scrap if
-you belong to the ‘Modify Actual Date’ group. This operation updates
-the date of the related journal entries, re-proposing a new sequence
-to them as necessary.</li>
+Actual Date field in the picking or scrap form. The Actual Date of
+the picking or scrap is then propagated to its corresponding stock
+moves and stock move lines, and is also passed to the journal entry
+as the date.</li>
+<li>You can also update the Actual Date of a completed picking or scrap
+if you belong to the ‘Modify Actual Date’ group. This operation
+updates the date of the related journal entries, re-proposing a new
+sequence to them as necessary.</li>
 </ul>
 <p>Use the Actual Date field in the following stock valuation reporting
 scenarios:</p>
@@ -435,9 +433,19 @@ <h2><a class="toc-backref" href="#toc-entry-2">Usage</a></h2>
 ‘Valuation as of Accounting Date’ (note that ‘hh:mm:ss’ part of the
 selection in ‘Inventory at Date’ is ignored in this context).</li>
 </ol>
+<p>Use the Actual Date field in the following stock quantity history
+reporting scenarios:</p>
+<ol class="arabic simple">
+<li>Go to <em>Inventory &gt; Reporting &gt; Stock</em> and click ‘Inventory at Date’.</li>
+<li>In the wizard, select a date in ‘Inventory at Date’, and click
+‘Inventory as of Actual Date’ (note that the ‘hh:mm:ss’ part of the
+selection in ‘Inventory at Date’ is ignored in this context).</li>
+</ol>
+<p>Note: You can also use this feature along with
+stock_quantity_history_location.</p>
 </div>
 <div class="section" id="known-issues-roadmap">
-<h2><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
 <p>Updating the Actual Date of a completed receipt picking for a foreign
 currency purchase does not trigger a recalculation of the amounts in the
 associated journal entries, even if the currency rate for the new date
@@ -448,23 +456,23 @@ <h2><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h2>
 timezone will be assigned.</p>
 </div>
 <div class="section" id="bug-tracker">
-<h2><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
 <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/stock-logistics-workflow/issues">GitHub Issues</a>.
 In case of trouble, please check there if your issue has already been reported.
 If you spotted it first, help us to smash it by providing a detailed and welcomed
 <a class="reference external" href="https://github.com/OCA/stock-logistics-workflow/issues/new?body=module:%20stock_move_actual_date%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
 <p>Do not contact contributors directly about support or help with technical issues.</p>
 </div>
 <div class="section" id="credits">
-<h2><a class="toc-backref" href="#toc-entry-5">Credits</a></h2>
+<h1><a class="toc-backref" href="#toc-entry-5">Credits</a></h1>
 <div class="section" id="authors">
-<h3><a class="toc-backref" href="#toc-entry-6">Authors</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
 <ul class="simple">
 <li>Quartile</li>
 </ul>
 </div>
 <div class="section" id="contributors">
-<h3><a class="toc-backref" href="#toc-entry-7">Contributors</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
 <ul class="simple">
 <li><a class="reference external" href="https://www.quartile.co">Quartile</a>:<ul>
 <li>Aung Ko Ko Lin</li>
@@ -474,7 +482,7 @@ <h3><a class="toc-backref" href="#toc-entry-7">Contributors</a></h3>
 </ul>
 </div>
 <div class="section" id="maintainers">
-<h3><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h3>
+<h2><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h2>
 <p>This module is maintained by the OCA.</p>
 <a class="reference external image-reference" href="https://odoo-community.org">
 <img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
@@ -489,6 +497,5 @@ <h3><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h3>
 </div>
 </div>
 </div>
-</div>
 </body>
 </html>

stock_move_actual_date/tests/test_stock_move_actual_date.py

@@ -1,7 +1,7 @@
 # Copyright 2025 Quartile (https://www.quartile.co)
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
 
-from datetime import date
+from datetime import date, datetime
 
 from freezegun import freeze_time
 
@@ -177,3 +177,33 @@ def test_fifo_svl_actual_date(self):
             date(2025, 3, 10),
             "SVL accounting date should match the move actual date.",
         )
+
+    def test_open_qty_at_actual_date(self):
+        self.env.user.tz = "Asia/Tokyo"
+        _, _ = self.create_picking(date(2025, 7, 1))
+        wizard = self.env["stock.quantity.history"].create(
+            # 2025-06-30 23:00:00 JST
+            {"inventory_datetime": datetime(2025, 6, 30, 14, 0, 0)}
+        )
+        action = wizard.open_at_date()
+        self.assertEqual(
+            self.product_1.with_context(**action["context"]).qty_available, 0.0
+        )
+        self.product_1.invalidate_recordset()
+        action = wizard.open_qty_at_actual_date()
+        self.assertEqual(
+            self.product_1.with_context(**action["context"]).qty_available, 0.0
+        )
+        wizard = self.env["stock.quantity.history"].create(
+            # 2025-07-01 00:00:00 JST
+            {"inventory_datetime": datetime(2025, 6, 30, 15, 0, 0)}
+        )
+        action = wizard.open_at_date()
+        self.assertEqual(
+            self.product_1.with_context(**action["context"]).qty_available, 0.0
+        )
+        self.product_1.invalidate_recordset()
+        action = wizard.open_qty_at_actual_date()
+        self.assertEqual(
+            self.product_1.with_context(**action["context"]).qty_available, 10.0
+        )

stock_move_actual_date/wizard/stock_quantity_history.py

@@ -3,6 +3,7 @@
 
 from odoo import models
 from odoo.tools.misc import format_datetime
+from odoo.tools.safe_eval import safe_eval
 
 
 class StockQuantityHistory(models.TransientModel):
@@ -18,3 +19,10 @@ def open_at_actual_date(self):
         ]
         action["display_name"] = format_datetime(self.env, self.inventory_datetime)
         return action
+
+    def open_qty_at_actual_date(self):
+        action = self.open_at_date()
+        ctx = action["context"]
+        ctx = safe_eval(ctx) if isinstance(ctx, str) else ctx
+        ctx["use_actual_date"] = True
+        return action

stock_move_actual_date/wizard/stock_quantity_history.xml

@@ -11,7 +11,14 @@
                     string="Valuation as of Actual Date"
                     type="object"
                     class="btn-primary"
-                    invisible="not context.get('active_model', 'stock.valuation.layer')"
+                    invisible="context.get('active_model') != 'stock.valuation.layer'"
+                />
+                <button
+                    name="open_qty_at_actual_date"
+                    string="Inventory as of Actual Date"
+                    type="object"
+                    class="btn-primary"
+                    invisible="context.get('active_model') != 'product.product'"
                 />
             </xpath>
         </field>