[IMP] account: onboarding of the invoicing app

-added tour for invoicing
-allow to set easily the number of the first invoice/bill/refund of a journal, from the invoice screen
-small usability fixes and refactoring

addons/account/models/account.py

@@ -319,6 +319,8 @@ class AccountJournal(models.Model):
             if journal.sequence_id:
                 sequence = journal.sequence_id._get_current_sequence()
                 journal.sequence_number_next = sequence.number_next_actual
+            else:
+                journal.sequence_number_next = 1
 
     @api.multi
     def _inverse_seq_number_next(self):
@@ -341,6 +343,8 @@ class AccountJournal(models.Model):
             if journal.refund_sequence_id and journal.refund_sequence:
                 sequence = journal.refund_sequence_id._get_current_sequence()
                 journal.refund_sequence_number_next = sequence.number_next_actual
+            else:
+                journal.refund_sequence_number_next = 1
 
     @api.multi
     def _inverse_refund_seq_number_next(self):

addons/account/models/account_invoice.py

@@ -1,6 +1,7 @@
 # -*- coding: utf-8 -*-
 
 import json
+import re
 from lxml import etree
 from datetime import datetime
 from dateutil.relativedelta import relativedelta
@@ -215,6 +216,7 @@ class AccountInvoice(models.Model):
 
     name = fields.Char(string='Reference/Description', index=True,
         readonly=True, states={'draft': [('readonly', False)]}, copy=False, help='The name that will be used on account move lines')
+
     origin = fields.Char(string='Source Document',
         help="Reference of the document that produced this invoice.",
         readonly=True, states={'draft': [('readonly', False)]})
@@ -340,10 +342,53 @@ class AccountInvoice(models.Model):
     payments_widget = fields.Text(compute='_get_payment_info_JSON')
     has_outstanding = fields.Boolean(compute='_get_outstanding_info_JSON')
 
+    #fields use to set the sequence, on the first invoice of the journal
+    sequence_number_next = fields.Char(string='Next Number', compute="_get_sequence_prefix", inverse="_set_sequence_next")
+    sequence_number_next_prefix = fields.Char(string='Next Number', compute="_get_sequence_prefix")
+
     _sql_constraints = [
         ('number_uniq', 'unique(number, company_id, journal_id, type)', 'Invoice Number must be unique per Company!'),
     ]
 
+    @api.depends('state', 'journal_id', 'date_invoice')
+    def _get_sequence_prefix(self):
+        """ computes the number that will be assigned to the first invoice/bill/refund of a journal, in order to
+        let the user manually change it.
+        """
+        for invoice in self:
+            journal_sequence = invoice.journal_id.sequence_id
+            if invoice.journal_id.refund_sequence:
+                domain = [('type', '=', invoice.type)]
+                journal_sequence = invoice.type in ['in_refund', 'out_refund'] and invoice.journal_id.refund_sequence_id or invoice.journal_id.sequence_id
+            elif invoice.type in ['in_invoice', 'in_refund']:
+                domain = [('type', 'in', ['in_invoice', 'in_refund'])]
+            else:
+                domain = [('type', 'in', ['out_invoice', 'out_refund'])]
+            if invoice.id:
+                domain += [('id', '<>', invoice.id)]
+            domain += [('journal_id', '=', invoice.journal_id.id), ('state', 'not in', ['draft', 'cancel'])]
+
+            if (invoice.state == 'draft') and not self.search(domain, limit=1):
+                prefix, dummy = journal_sequence.with_context(ir_sequence_date=invoice.date_invoice)._get_prefix_suffix()
+                invoice.sequence_number_next_prefix = prefix
+                number_next = journal_sequence._get_current_sequence().number_next_actual
+                invoice.sequence_number_next = '%%0%sd' % journal_sequence.padding % number_next
+            else:
+                invoice.sequence_number_next_prefix = False
+                invoice.sequence_number_next = 'no'
+
+    @api.multi
+    def _set_sequence_next(self):
+        ''' Set the number_next on the sequence related to the invoice/bill/refund'''
+        for invoice in self:
+            nxt = re.sub("[^0-9]", '', invoice.sequence_number_next or '1')
+            result = re.match("(0*)([0-9]+)", nxt)
+            journal_sequence = invoice.journal_id.refund_sequence and invoice.journal_id.refund_sequence_id or invoice.journal_id.sequence_id
+            if result and journal_sequence:
+                #use _get_current_sequence to manage the date range sequences
+                sequence = journal_sequence._get_current_sequence()
+                sequence.number_next = int(result.group(2))
+
     @api.model
     def create(self, vals):
         onchanges = {
@@ -570,13 +615,12 @@ class AccountInvoice(models.Model):
         date_invoice = self.date_invoice
         if not date_invoice:
             date_invoice = fields.Date.context_today(self)
-        if not self.payment_term_id:
-            # When no payment terms defined
-            self.date_due = self.date_due or self.date_invoice
-        else:
+        if self.payment_term_id:
             pterm = self.payment_term_id
             pterm_list = pterm.with_context(currency_id=self.company_id.currency_id.id).compute(value=1, date_ref=date_invoice)[0]
             self.date_due = max(line[0] for line in pterm_list)
+        elif self.date_due and (date_invoice > self.date_due):
+            self.date_due = date_invoice
 
     @api.multi
     def action_invoice_draft(self):

addons/account/views/account_invoice_view.xml

@@ -230,25 +230,30 @@
                 <sheet string="Vendor Bill">
                     <div>
                         <label string="Draft Bill" attrs="{'invisible': ['|',('state','!=','draft'), ('type','!=','in_invoice')]}"/>
+                        <label string="- First Number:" attrs="{'invisible': [('sequence_number_next_prefix','=',False)]}"/>
                         <label string="Draft Credit Note" attrs="{'invisible': ['|',('state','!=','draft'), ('type','!=','in_refund')]}"/>
                         <label string="Bill " attrs="{'invisible': ['|',('state', '=', 'draft'), ('type','!=','in_invoice')]}"/>
                         <label string="Credit Note " attrs="{'invisible': ['|',('state', '=', 'draft'), ('type','!=','in_refund')]}"/>
                         <h1 class="mt0">
                             <field name="number" class="oe_inline"  attrs="{'invisible': [('state', '=', 'draft')]}"/>
+                            <div  attrs="{'invisible': [('sequence_number_next_prefix','=',False)]}">
+                                <field name="sequence_number_next_prefix" class="oe_inline"/>
+                                <field name="sequence_number_next" class="oe_inline" required="1" style="width: 80px !important;"/>
+                            </div>
                         </h1>
                     </div>
                     <field name="type" invisible="1"/>
                     <group>
                         <group>
                             <field string="Vendor" name="partner_id"
-                              context="{'default_customer': 0, 'search_default_supplier': 1, 'default_supplier': 1}"
+                              context="{'default_customer': 0, 'search_default_supplier': 1, 'default_supplier': 1, 'default_company_type': 'company'}"
                               domain="[('supplier', '=', True)]"/>
                             <field name="reference" string="Vendor Reference"/>
                         </group>
                         <group>
                             <field name="origin" attrs="{'invisible': [('origin', '=', False)]}"/>
                             <field name="date_invoice" string="Bill Date"/>
-                            <field name="date_due"/>
+                            <field name="date_due" attrs="{'readonly': [('payment_term_id','!=',False)]}"/>
                             <field name="move_name" invisible="1"/>
                             <field name="currency_id" options="{'no_create': True, 'no_open': True}" groups="base.group_multi_currency"/>
                             <field name="company_currency_id" invisible="1"/>
@@ -346,14 +351,14 @@
             <field name="name">account.invoice.form</field>
             <field name="model">account.invoice</field>
             <field name="arch" type="xml">
-                <form string="Invoice">
+                <form string="Invoice" class="o_invoice_form">
                 <header>
-                    <button name="action_invoice_sent" type="object" string="Send by Email" attrs="{'invisible':['|',('sent','=',True), ('state', 'not in', ('open','paid'))]}" class="oe_highlight" groups="base.group_user"/>
+                    <button name="action_invoice_sent" type="object" string="Send by Email" attrs="{'invisible':['|',('sent','=',True), ('state', 'not in', ('open','paid'))]}" class="oe_highlight o_invoice_send" groups="base.group_user"/>
                     <button name="invoice_print" string="Print Invoice" type="object" attrs="{'invisible':['|',('sent','=',True), ('state', 'not in', ('open','paid'))]}" class="oe_highlight" groups="base.group_user"/>
                     <button name="action_invoice_sent" type="object" string="Send by Email" attrs="{'invisible':['|',('sent','=',False), ('state', 'not in', ('open','paid'))]}" groups="base.group_user"/>
                     <button name="invoice_print" string="Print Invoice" type="object" attrs="{'invisible':['|',('sent','=',False), ('state', 'not in', ('open','paid'))]}" groups="base.group_user"/>
                     <button name="%(action_account_invoice_payment)d" id="account_invoice_payment_btn" type="action" states="open" string="Register Payment" groups="account.group_account_invoice" class="oe_highlight"/>
-                    <button name="action_invoice_open" type="object" states="draft" string="Validate" class="oe_highlight" groups="account.group_account_invoice"/>
+                    <button name="action_invoice_open" type="object" states="draft" string="Validate" class="oe_highlight o_invoice_validate" groups="account.group_account_invoice"/>
                     <button name="%(action_account_invoice_refund)d" type='action' string='Add Credit Note' groups="account.group_account_invoice" attrs="{'invisible': ['|',('type', '=', 'out_refund'), ('state', 'not in', ('open','paid'))]}"/>
                     <button name="action_invoice_draft" states="cancel" string="Reset to Draft" type="object" groups="account.group_account_invoice"/>
                     <field name="state" widget="statusbar" nolabel="1" statusbar_visible="draft,open,paid"/>
@@ -365,21 +370,28 @@
                 <sheet string="Invoice">
                     <label string="Credit Note" attrs="{'invisible': ['|',('state','=','draft'), ('type','!=','out_refund')]}"/>
                     <h1 class="mt0">
-                        <label string="Draft Invoice" attrs="{'invisible': ['|',('state','not in',('draft',)), ('type','!=','out_invoice')]}"/>
-                        <label string="Draft Credit Note" attrs="{'invisible': ['|',('state','not in',('draft',)), ('type','!=','out_refund')]}"/>
-                        <field name="number" readonly="1" class="oe_inline" attrs="{'invisible': [('state','in',('draft',))]}"/>
+                        <div attrs="{'invisible': [('sequence_number_next_prefix','!=',False)]}">
+                            <label string="Draft Invoice" attrs="{'invisible': ['|',('state','not in',('draft',)), ('type','!=','out_invoice')]}"/>
+                            <label string="Draft Credit Note" attrs="{'invisible': ['|',('state','not in',('draft',)), ('type','!=','out_refund')]}"/>
+                            <field name="number" readonly="1" class="oe_inline" attrs="{'invisible': [('state','in',('draft',))]}"/>
+                        </div>
+                        <div  attrs="{'invisible': [('sequence_number_next_prefix','=',False)]}">
+                            <label string="Invoice Number:"/><br/>
+                            <field name="sequence_number_next_prefix" class="oe_inline"/>
+                            <field name="sequence_number_next" class="oe_inline" required="1" style="width: 80px !important;"/>
+                        </div>
                     </h1>
                     <field name="type" invisible="1"/>
                     <group>
                         <group>
                             <field string="Customer" name="partner_id"
-                                context="{'search_default_customer':1, 'show_address': 1}"
-                                options='{"always_reload": True}'
+                                context="{'search_default_customer':1, 'show_address': 1, 'default_company_type': 'company'}"
+                                options='{"always_reload": True, "no_quick_create": True}'
                                 domain="[('customer', '=', True)]"/>
-                            <field name="payment_term_id"/>
                         </group>
                         <group>
                             <field name="date_invoice"/>
+                            <field name="date_due" attrs="{'readonly': [('payment_term_id','!=',False)]}"/>
                             <field name="move_name" invisible="1"/>
                             <field name="user_id" groups="base.group_user"/>
                             <label for="currency_id" groups="base.group_multi_currency"/>
@@ -454,6 +466,7 @@
                         <page string="Other Info" name="other_info">
                             <group>
                                 <group>
+                                    <field name="payment_term_id"/>
                                     <field name="fiscal_position_id" options="{'no_create': True}" />
                                     <field name="journal_id" groups="account.group_account_user"
                                         options="{'no_create': True}" attrs="{'readonly':[('move_name','!=',False)]}"/>
@@ -461,7 +474,6 @@
                                         name="account_id" groups="account.group_account_manager"/>
                                     <field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
                                     <field domain="[('partner_id.ref_company_ids', 'in', [company_id])]" name="partner_bank_id" invisible="1"/>
-                                    <field name="date_due" groups="base.group_no_one"/>
                                 </group>
                                 <group>
                                     <field name="move_id" groups="account.group_account_manager" attrs="{'invisible': [('move_id', '=', False)]}"/>

addons/account/views/account_view.xml

@@ -2066,7 +2066,7 @@
         <menuitem id="menu_product_product_action" name="Products" action="product_product_action" parent="product_configuration_menu" sequence="1"/>
 
 
-        <menuitem id="menu_product_template_action" name="Sellable Products"
+        <menuitem id="menu_product_template_action" name="Products"
             parent="menu_finance_receivables"
             action="product.product_template_action" sequence="110"/>
 

addons/account/views/partner_view.xml

@@ -88,6 +88,20 @@
             <field name="res_model">account.analytic.account</field>
         </record>
 
+        <record model="ir.ui.view" id="partner_view_short_extra">
+            <field name="name">partner.short.view.account</field>
+            <field name="model">res.partner</field>
+            <field name="inherit_id" ref="base.view_partner_short_form" />
+            <field name="priority" eval="20"/>
+            <field name="arch" type="xml">
+                <field name="email" position="after">
+                    <field name="property_payment_term_id" widget="selection"/>
+                    <field name="property_account_position_id" options="{'no_create': True, 'no_open': True}"/>
+                </field>
+            </field>
+        </record>
+
+
         <record model="ir.ui.view" id="partner_view_buttons">
             <field name="name">partner.view.buttons</field>
             <field name="model">res.partner</field>

addons/account_invoicing/__manifest__.py

@@ -19,6 +19,7 @@ You could use this simplified accounting in case you work with an (external) acc
     'data': [
         'views/account_menuitem_views.xml',
         'views/product_template_views.xml',
+        'views/account_invoicing_templates.xml',
     ],
     'demo': [
     ],

addons/account_invoicing/static/src/js/tour.js

@@ -0,0 +1,27 @@
+odoo.define('account_invoicing.tour', function(require) {
+"use strict";
+
+var core = require('web.core');
+var tour = require('web_tour.tour');
+
+var _t = core._t;
+
+tour.register('account_invoicing_tour', {
+    'skip_enabled': true,
+}, [{
+    trigger: ".o_form_readonly .o_invoice_validate",
+    extra_trigger: '.o_invoice_form',
+    content: _t("Click to <b>validate your invoice.</b> A reference will be assigned to this invoice and you will not be able to modify it anymore."),
+    position: "right"
+}, {
+    trigger: ".o_invoice_send",
+    extra_trigger: '.o_invoice_form',
+    content: _t("Click to <b>send the invoice by email.</b>"),
+    position: "bottom"
+}, {
+    trigger: ".o_mail_send",
+    content: _t("Click to <b>send the invoice.</b>"),
+    position: "bottom"
+} ]);
+
+});

addons/account_invoicing/views/account_invoicing_templates.xml

@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+        <template id="assets_backend" name="account assets" inherit_id="web.assets_backend">
+            <xpath expr="." position="inside">
+                <script type="text/javascript" src="/account_invoicing/static/src/js/tour.js"></script>
+            </xpath>
+        </template>
+</odoo>

addons/mail/wizard/mail_compose_message_view.xml

@@ -74,7 +74,7 @@
                                context="{'default_model': model, 'default_body_html': body, 'default_subject': subject}"/>
                     </group>
                     <footer>
-                        <button string="Send" attrs="{'invisible': [('is_log', '=', True)]}" name="send_mail_action" type="object" class="btn-primary"/>
+                        <button string="Send" attrs="{'invisible': [('is_log', '=', True)]}" name="send_mail_action" type="object" class="btn-primary o_mail_send"/>
                         <button string="Log" attrs="{'invisible': [('is_log', '=', False)]}" name="send_mail_action" type="object" class="btn-primary"/>
                         <button string="Cancel" class="btn-default" special="cancel" />
 

addons/payment/views/payment_views.xml

@@ -300,6 +300,7 @@
             action='action_payment_transaction'
             id='payment_transaction_menu'
             parent='root_payment_menu'
+            groups="base.group_no_one"
             sequence='20' />
 
         <!-- Payment Tokens -->

odoo/addons/base/ir/ir_sequence.py

@@ -179,7 +179,7 @@ class IrSequence(models.Model):
             number_next = _update_nogap(self, self.number_increment)
         return self.get_next_char(number_next)
 
-    def get_next_char(self, number_next):
+    def _get_prefix_suffix(self):
         def _interpolate(s, d):
             return (s % d) if s else ''
 
@@ -208,6 +208,10 @@ class IrSequence(models.Model):
             interpolated_suffix = _interpolate(self.suffix, d)
         except ValueError:
             raise UserError(_('Invalid prefix or suffix for sequence \'%s\'') % (self.get('name')))
+        return interpolated_prefix, interpolated_suffix
+
+    def get_next_char(self, number_next):
+        interpolated_prefix, interpolated_suffix = self._get_prefix_suffix()
         return interpolated_prefix + '%%0%sd' % self.padding % number_next + interpolated_suffix
 
     def _create_date_range_seq(self, date):