This commit adds support of payment in the account customer portal. This
is done in the account_payment module. This way customers can now pay
invoices directly on the customer portal and have access to the status
of their invoices. It replaces the old website payment mechanism that
was only allowing to pay without generating payments and reconciliating
them.
Two routes are defined in this commit, one for form-based payments and
one for server2server-based payment. Please refer to commit 1fdb10f0ac
for more details about the new payment form.
Tools methods are added to handle transaction / invoice matching, the
check of invoice and the automatic payment and reconciliation.
Purpose of this commit is to add a link between invoices and transactions
to store payment data like what is already done for sale orders.
* add payment_tx_id on account.invoice model that stores the last
transaction; also add the acquirer related on the tx;
* add a stat button on invoice with links to all transactions linked
to that invoice;
* add account_invoice_id on payment.transaction model that stores the
link to the invoice;
* add the inverse one2many from invoice to all its transactions so
that we can browse them if necessary;
* keep query on pdf link so that customers have access to the pdf when
using the access token instead of having an access rights error;
* add redirect to record override that allow to take into account
/mail/view links containing an access token for invoices like what
is already supported for sale orders;
* improve action buttons display;
* reduce headers and better display invoice name and customer address;
Purpose is to allow to display error, warning or success messages based
on some user action like payment. This is done using kwargs in the invoice
view route. Codes are added in URL and message display has to be managed
in the template itself. Inheriting modules and/or new features will have
to add their specific message according to the error, warning or success
messages they want to support.
The 'View', 'Accept and Sign', 'Pay Online' buttons are now correctly
computed based on the sales settings or the online quote settings.
Indeed it is now possible to sign and/or pay quotations without having
website_quote module installed.
This commit adds support of payment in the sale customer portal. This
is done in the sale_payment module and uses the settings introduced
previously about online confirmation and payment. This way customers can
now pay orders without having to rely on online quote mechanism.
Two routes are defined in this commit, one for form-based payments and
one for server2server-based payment. Please refer to commit 1fdb10f0ac
for more details about the new payment form.
Some small modifications are done SO confirmation and invoice generation
methods to return error codes that can be used in the customer portal.
As return values were not used in website_sale or website_quote this
should not impact those modules.
Purpose of this commit is to ease the use of the payment widget and
avoid having to perform too much custom code in the various routes used
when doing payments :
* when instantiating the widget give him its parent element data so
that parameters given when calling the payment form template are
automatically present in the widget options;
* support more parameters when calling the route for form-based acquirers
including access_token, URLs and callback method;
* when doing a form-based payment a call to a JSON route returning the
rendered form is done. Payment widget now uses all data from that
form including the URL of the acquirer website. This way form-based
acquirers are really dynamic and values update is easier;
* remove hidden display of form-based acquirers as all data come now
from the called JSON route that returns the form;
* add a warning about partner-id not being set as it is an issue some
people may encounter;
Online quote can now use the generic signature widget already used on
the standard sale customer portal. We therefore remove the custom
widget build in website_quote.
A route already exists to sign quotes; the old route is removed. The
existing route is overridden so that quotations with template requiring
payment cannot be signed. This is the expected behavior.
* website_quote should not override all sale links from the customer
portal to replace them by website_quote specific view. Indeed the
quote view should be used only if the order has an active template
defined on it;
* do not override existing columns of the order page view on portal
with same content;
* implement redirection at route level by overriding the
controller order route;
Customers can access orders using an access token. Order page view may
contain links to invoices linked to that order. However currently the link
does propagate the use of access token and therefore leads to a crash due
to access rights error. This is improved here by adding the invoice access
token in the embedded links.
Purpose is to allow customers to accept and confirm orders on the
customer portal without having to rely on advanced website_quote
(online quotation) features. Including :
* add quote confirmation route;
* add support in customer portal using the newly-introduced signature
widget;
* add action button on the order page view;
Purpose is to allow to display error, warning or success messages based
on some user action like signature or payment. This is done using kwargs
in the order view route. Codes are added in URL and message display has to
be managed in the template itself. Inheriting modules and/or new features
will have to add their specific message according to the error, warning
or success messages they want to support.
* separate signature and payment option from website_quote template
feature;
* add a settings to choose whether to display the confirmation or
pay buttons in customer portal;
* simplify settings about website_quote now talking only about
the module itself;
This commit only adds the settings and parameter. Future commits will
use those parameters to effectively trigger some features and hide or
display part of customer portal.
This generic widget allow to confirm and sign documents on the customer
portal. Purpose is to reuse it in sale customer portal and online quotes
notably. It is made generic to call a route using parameters given to the
widget. It also supports access token to ease its use in various customer
portal pages where the customer is not always connected but is granted
access through an access token.
It does not have any impact in current stable as the inherited
method does not use it. However if another addon inherit it
it will not receive access_token depending on call chain. Let
us fix it.
This is a manual forward-port of ce9ed600ca.
Purpose
=======
As the method `channel_fetch_message` calls self.ensure_one(), we shouldn't load the channel history if no channel is already existing for the external user.
Specification
=============
Return a empty list if channel_id is False
Purpose
=======
It makes no sense to crop an image from a ration. We don't say "I don't know my image size, but divide it by 2"
Specification
=============
Pass a maximum size argument instead of a thumbnail ratio
Before this commit, only the routes which began by '/web/image' were
mocked (simply ignored). This forgot the case were it is a full URL
(http://www.test.com/web/image). Now, also mock the static images
routes (for .png and .jpg).
- Improve overall design
- Better use of UI colours
- Replace planned activities icon
- Vertically align kanban icons
- Remove the 'bell shtcut' and followers caret
- Use a mixin to style the chatter (inline, not inline, compact)
- Remove carets
- Fix badges position
- Vertical align user avatar
- If a dropdown is open, the menu-toggle should appear active
- Dropdown menus' widths should be at least as the dropdown-toggle
Purpose
=======
Now that the res.config model have been merged into a single model, the 2 alias prefixes should have different names to avoid conflicts.
Purpose
=======
This isn't useful now that project issues and tasks have been merged.
Specification
=============
Keep the label field, remove the checkbox
This commit performs just some linting in order to ease code reading and
prepare future updates.
* extract duplicate variable computation;
* link spaces and indentation;
* light renaming to ease code understanding;
* add a method computing available acquirers and payment tokens for a
given partner and company. Those data will be used notably in customer
portal when displaying the payment form;
* raise if no partner_id set in s2s process. Indeed this field is
required but values come from a dict. Current code raises an error
about None being converted to Int instead of giving the real error;
* get invoice access right check in its own method. Purpose is to allow
its use in other methods and avoid writing same code several times;
* factorize invoice customer view values computation. Purpose is to allow
adding values when displaying the page through inheritance. For example
to add available payment means in sale_payment;
* get order access right check in its own method. Purpose is to allow
its use in other methods and avoid writing same code several times;
* factorize order customer view values computation. Purpose is to allow
adding values when displaying the page through inheritance. For example
to add available payment means in sale_payment.
In some countries, we need to be able to make appear on an invoice a rounding line, appearing there only because the smallest
coinage has been removed from the circulation.
For example, in Switerzland invoices have to be rounded to 0.05 CHF because coins of 0.01 CHF and 0.02 CHF aren't used anymore.
Was PR #15231
Was task 30904
Purpose
=======
Currently, a manager or a accountant can only refuse one expense report with a justification message.
If there are a lot of lines too comment individually or if only one line should be modified, the manager or the accountant can now refused one line and give a reason for it. That will refused the expense report automatically while waiting the employee to make the modifications.
Specification
=============
- Rename wizard files, models and ids according to the model
- Allow to refuse one or several lines with a reason
- Use a qweb template to log messages, use message_post_with_view instead of message_post
- Print expense name instead of sheet name. In the log when expense is refused, it prints expense report name instead of expense
- Prevent modifying approved expenses
* A user should not be able to modify an expense once approved
* Method refuse_expense renamed to refuse_sheet when applied to a whole
expense report/sheet
* 'model' dict key renamed to something more explicit and less prone to
confusion (passed in context to the refuse wizard)
* Usage of explicit fields in the wizard to avoid confusion
* Overriding 'default_get' to get default values for those fields
- When an expense is paid or reported, it must be impossible to refuse it.
- Replace refused expenses tree
Purpose: The menu 'Refused expenses' is confusing. This improvement
replaces it by 'Refused Reports' and leads to the refused reports tree
view. That way, it's easier for the user to find back his refused
expenses reports.
- Hide create button on refused
Thibault Delavallée