This commit improves the payment terms by:
- making the payment terms lines editable on-the-fly removing the need for a wizard
- refactoring the computation of the payment terms
- adds new demo data for payment terms
- adds an example section where the user can test and preview the due dates and amount of its payment terms
- adding a new parameter "Display terms on invoice". If set, the payment deadlines and respective due amounts will be detailed on invoices.
The refactoring:
- adds a field `months` (months to add after the invoice date)
- adds a field `end_month` (if True, switch to the end of the month after having added months or days)
- renames the field `day_of_the_month` to `days_after` (days to be added after the switching to the end of the month, only if `end_month` is set)
- deletes the field `option` which was too restrictive
- modifies the calculation of the payments terms taking into account these new fields
This allows some combinations that were not possible before.
Example: The French payment terms "30 jours fin de mois le 10" (which should be interpreted as "10 days after the end of the next month") can be encoded as
```
months = 1
days = 0
end_month = True
days_after = 10
```
Task id 2852814
closesodoo/odoo#91490
Related: odoo/enterprise#29661
Related: odoo/upgrade#3524
Signed-off-by: Laurent Smet <las@odoo.com>
This commit adapts account's model to the new report engine introduced for v16, and updates the data files accordingly.
account.report model is now declared in community, together with the other models used by the reporting. This is done so that the tax tags can properly be created by the tax report and used on tax templates. All the actual computation logic stays in enterprise.
See enterprise commit for full details.
Task 2524389
Part-of: odoo/odoo#94125
Task: 2856281
- Remove user_type_id, account.account.type model, internal_type
- Add account_type that is a simple selection field
- Move internal_group and include_initial_balance to account.account
- Because of these changes, type_control_ids on account.journal is also removed
closesodoo/odoo#93212
Related: odoo/documentation#2223
Related: odoo/upgrade#3595
Related: odoo/enterprise#28205
Signed-off-by: Cedric Snauwaert <csn@odoo.com>
Recurring entries are created using the 'auto_post' selection field
- 'no' for regular entries
- 'at_date' for non-recurring auto-posted entries
- 'monthly', 'quarterly', 'yearly' for recurring auto-posted entries
Auto-posted entries can also be posted manually.
For recurring entries, the next one is created upon posting.
See : odoo/enterprise#27798
See : odoo/upgrade#3543closesodoo/odoo#92348
Task: 2855545
Signed-off-by: William André (wan) <wan@odoo.com>
Purpose
=======
Pictures from the digest emails are currently stored on the database
itself, meaning that if the database expires (e.g. after trial expires) all
pictures from previously sent emails won't be visible.
This is an issue since digest tips are meant as a marketing tool to bring
people to Odoo after trying a database.
Digest pictures are now taken from Odoo's server
(https://download.odoocdn.com/digests) so that the pictures will still
be visible after the database has expired.
From this commit onwards, it should not be allowed to change a digest
picture with the same name (to display a gif of a newer version), since
all databases with previous versions would receive pictures of a version
that does not correspond to theirs.
This also means that everyone client's Odoo server will contain pictures
that are never used. This could be fixed if Odoo stored them somewhere
else and didn't make them dependent from the git repository.
Task-2372195
closesodoo/odoo#87343
X-original-commit: 35157677a2a63a2559a72aff21e62e23a3c671a2
Related: odoo/enterprise#25654
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Improve the design of SO/PO/INV mails together with the other changes of the
release, i.e. fixes a few imprecisions introduced by odoo/odoo#82167.
In particular, these changes enforce
* a responsive, mobile friendly layout tested on many devices and OS
* more generally, a consistent styling. Note that some redundancy in directives
is required for compatibility across email clients.
Translation files are included.
Task-2751139
Follow-up of Task-2712450
See odoo/enterprise#25154closesodoo/odoo#86494
X-original-commit: 4914127b428802d2ff2e15351238a3ffef24b9cc
Related: odoo/enterprise#25306
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
* = account, purchase, sale
Purpose of this commit is to add signature only if really asked. A variable
is available for that purpose (``email_add_signature``, recently renamed from
``add_sign``). We also correctly check signature is not void or pseudo-void
using tool ``is_html_empty``. Indeed editor may generates pseudo-void content
like ``<p><br /></p>``.
As signature is not added when a template is used (see composer code) we ensure
it is defined in mail templates used in "Send by email" flows. Indeed we cannot
know if a template already has a signature or not. To avoid having twice a
signature no signature is added in email notification layout when a template
is involved.
Continuation of odoo/odoo#76418 .
Task-2712450 (Mail/Sale: Improve 'Pay Now' notification template)
Part-of: odoo/odoo#82167
Jinja as a templating engine was problematic in differents respect:
- introduce external dependency to Odoo (less controll)
- add another templating mechanism in the stack
- specific feature in qweb cannot be reused
- difficulty in rendering easily editable templates
- more knowledge required with no betterment
By replacing jinja with qweb we can now build tools to edit a qweb
that will work with the previously jinja encoded document
(essentially `mail.template` records).
There is a catch however. Some email fields (eg. email_to) used jinja
syntax for rendering dynamic variables (ie. ${object.something} and
${object.something_that_should_not_be_escaped | safe}).
We still want user to use dynamic variables for some char fields (eg.
subject, from, to, ...). We made a new rendering engine called
"inline_template" that will render an expression enclosed by `{{` and
`}}`.
To be able to edit the templates from the backend interface, a
plugin to the Odoo editor has been made for seamlessly edit the
document.
This qweb plugin includes:
- make dynamic variables (eg. `<t t-out="variable"/>`) not editable
(for preventing the user to shoot himself in the foot)
- group and hide related logical branching (ie. t-if, t-elif, and t-else)
in order to see only one at once
- a floating select input to switch visibility of a particular logical
branching
Task-27033
X-original-commit: odoo/odoo@68182baff4
Part-of: odoo/odoo#77377
Purpose is to have all mail template into a mail_template_data.xml file
when possible. It eases maintenance and update when having to work globally
on template records.
Also update some ``body_html`` declarations still using ``xml`` instead of
``html``.
Task ID-2534550 (Template usage improvement)
Task ID-2477164 (Composer mixin)
Prepares Task ID-27033 (QWeb in templates)
COM PR odoo/odoo#70889
ENT PR odoo/enterprise#18352
There is only a single mail template for invoices at the moment.
To make things easier to work with, this will add a new template for
credit notes.
Task id #2343331closesodoo/odoo#58244
Signed-off-by: William André (wan) <wan@odoo.com>
PURPOSE
Clean organization of templates in odoo apps: mail.template records in data,
qweb templates (views) used directly in code, notably using post with view.
Purpose is to ease future improvements in posting based on templates.
SPECIFICATIONS
* move those templates in their own file to ease their discovering and
maintenance;
* put them into data (as those are not views even if it contains qweb)
* guidelines are now :
-> Qweb templates should be in data/mail_templates.xml;
-> mail.template records should be in data/mail_template_data.xml;
* put their declaration in no update when not done if template has no
technical code or complex dependency on underlying code;
* move found mail data (mail.message.subtype or mail.activity.type) records
in a mail_data file that should contain only "core" records linked to mail;
LINKS
Task ID-2375767
COM PR odoo/odoo#61814
ENT PR odoo/enterprise#14775
UPG PR odoo/upgrade#1936
WHAT: apply 93a7695f65baf00d1f82481d6a2a97e6c11940a8 for all res.config.settings
menus
WHY: the same reason as in 93a7695f65baf00d1f82481d6a2a97e6c11940a8:
When saving, a read is called. By default, read has
bin_size to true to avoid performances issues.
It will return the image size instead of the content
it may lead to image dissapearing or "Incorrect padding" error
HOW:
find . -iname "*.xml"|xargs grep "\"context\".*'module'" -l | xargs sed -i "s/\(\"context\".*'module'.*\)\}/\1, 'bin_size': False}/"
git checkout -- addons/base_setup/views/res_config_settings_views.xml
---
PR for General Settings: https://github.com/odoo/odoo/pull/47297
opw-2346644
closesodoo/odoo#61215
X-original-commit: 7c55efa88b72bd1f3f0f32f7f738e2fda5aa4abd
Related: odoo/enterprise#14547
Signed-off-by: Ivan Yelizariev // IEL <yelizariev@users.noreply.github.com>
Before this commit, there were some traceback while performing
several actions due to context that was not properly evaluated.
This commit fixes those traceback by evaluating the context and
thus enabling user to perform those actions without traceback.
We also clean some badly-configured email actions in accounting.
Task Id : 2302572
PR #56501
X-original-commit: 71a39c6650e18b71a212bf21150fece683ae01c7
Co-authored-by: D J <dja@odoo.com>
Co-authored-by: Thibault Delavallée <tde@odoo.com>
PURPOSE
Review the tips and digest layout design to make sure they have a WOW effect
and increase trial conversion/retention.
SPECIFICATIONS
“No need to print, put in an envelop and post your invoices”
See code for specifications.
LINKS
Task ID-2274264
COM PR: odoo/odoo#53580
ENT PR: odoo/enterprise#1139
X-original-commit: 58bcc8c3c509df9e3774369ac1a626d528eba598
Go to Payments view
Select multiple confirmed payments, click on Actions>Send receipt by
email
Only for the first payment will be sent an email.
This occur because in composition mode 'comment' (the default)
mail composer sens the mail to a single record
Adding a duplicate action to handle multi send
Updating translation accordingly
opw-2278971
closesodoo/odoo#54108
X-original-commit: 11fd7687047b2c17e9464e8415087d9a9fcf58a8
Signed-off-by: Nicolas Lempereur (nle) <nle@odoo.com>
Before, only when you had installed the Belgian
structured communication module, when you sent an
invoice by mail then only the structured communication
would be added in the mail.
But it should be visible all the time when
you have a payment reference.
closesodoo/odoo#52618
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
- Create journal entries as soon as bank/cash statement lines are created, temporary booked on a suspense account set on the journal.
- Simplify the management of "blue" lines in the reconciliation widget. A "blue" line is now a journal item using a temporary liquidity account (outstanding payment/receipt accounts, set on the journal).
- Adapt and simplify the bank reconciliation report.
- Remove the bank reconciliation threshold date. The reconciliation report will show the not already reconciled journal entries using a liquidity account and the not already reconciled journal entries using a temporary liquidity account. Without accounting, an account.payment will involve directly the liquidity account and then, will be considered as a statement line directly.
- Remove the post_at bank reconciliation feature. The "paid" state will be set on the invoices only if reconciled with a journal entry involving the journal's liquidity account.
With invoicing, the payment will do that so the "in_payment" state should never be shown up.
With accounting, only the statement lines have the power to move an invoice to the "paid" state.
- Fix various corner cases about the management of multi-currency in bank statement lines.
- Fix the conversion dates in multi-currency: Since the bank/cash is always used on the statement lines, it will use always the real "bank" date instead of the fictive payment one.
- Ensure the 'reconcile' method will raise an error if the involved moves are not posted.
related enterprise PR odoo/enterprise#7019closesodoo/odoo#41301
--task: 2092096
Related: odoo/upgrade#1018
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Purpose of this commit is to update incoterms list
base on new incoterms guidlines and add incoterms in RFQ/PO
and invoices/venderbills reports
task-2179236
closesodoo/odoo#43883
Related: odoo/upgrade#922
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
RATIONALE
Mail template model holds a field telling odoo mail engine to automatically
add the current user's signature to the body. Its use depends on the use
case
* using the template in the composer on a single record: it is displayed
in the rendered template in the composer, meaning people could change it.
This behavior is interesting as it allows to see the email content;
* using the template in the composer in mass mail mode: it is not displayed
as only the raw jinja is displayed. It is therefore not obvious that it
will be appended to the body of the mail. People could add it manually and
have 2 signatures as a result;
A mechanism automatically adding a signature to sent emails when posting a
message is already implemented and is based on template existence. If a
template has been used when posting, no signature is added in sent emails.
Otherwise it is automatically added. This behavior should not change.
Behavior will therefore be
* use a template -> specify signature usage in it manually through jinja;
* do not use a template -> signature added in sent emails;
SPECIFICATIONS
Remove user_signature.
Update template body accordingly. In customer oriented templates that are using
it and do not already contain it, manually add a call to user.signature within
the jinja code. When set to False, just remove its declaration.
Quickly clean some signature integration.
LINKS
Task ID 2089252
Community PR odoo/odoo#39482
Enterprise PR odoo/enterprise#6459
Upgrade PR odoo/upgrate#761
Related: odoo/enterprise#6459
Related: odoo/upgrade#761
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Co-authored-by: Michaël Mattiello <mcm@odoo.com>
Co-authored-by: Thibault Delavallée <tde@odoo.com>
Task 2092079
Accounting firms that want to give access to their customers avoiding
mistakes and risks will love this profile that can't do anything
wrong... Maybe as well as companies auditors..?
closesodoo/odoo#39860
Related: odoo/enterprise#6576
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
- 'partial' payment state corresponds to invoices whose payable/receivable move line has been partially reconciled with some other line.
- 'reversed' payment state corresponds to entries that have been cancelled by the creation of a single reverse entry (using the dedicated button on the form view). This state can be set on invoice as well as on regular entries.
=> To stay consistent with the naming conventions, this commit also renames invoice_payment_state field to payment_state, since it's no longer only applicable on invoices.
closesodoo/odoo#41723
Related: odoo/enterprise#7202
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
* Add an equity section inside the balance sheet
* Divide profit and loss into Expense and Income
* Reorder the Expense and Income types
closesodoo/odoo#36599
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
- This commit moves the Payment Term "End of Following Month" from
demo data to data and adds two new Payment Terms: "21 Days" and
"30% Now, Balance 60 Days".
It allows the customer to define less Payment Terms
task-2032586
Task 2041865
We want to show a hierarchy to ease the account type selection (hack in the select widget)
BALANCE SHEET
ASSETS
Fixed Assets
Non-current Assets
Current Assets
Prepayments
Receivable
Bank and Cash
LIABILITIES
Equity
Current Year Earnings
Non-current Liabilities
Current Liabilities
Credit Card
Payable
PROFIT & LOSS
Income
Other Income
Expenses
Cost of Revenue
Depreciation
OTHER
Off-Balance Sheet
closesodoo/odoo#36170
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
* remove _onchange_invoice_date_due as it is superseeded by _onchange_recompute_dynamic_lines
* change invoice_date_due only if not set and if there is no payment term, it was erased and set to invoice_date_due if we did not set invoice_date_due before posting
* raise a warning if we validate an empty move/invoice
* correct the renaming of user_id -> invoice_user_id in invoice template
* correct the renaming of date_invoice -> invoice_date
* the data on purchase journals was not displayed correctly as the sign
of the amount in the graphs was not signed correctly
* the methods for computed invoice reference were not correctly renamed in l10n_be for (account.move)._get_invoice_computed_reference
* the default reconciliation model was only installed in the first company, we make it now install along with the chart of account
* the partner of invoices and the label of invoice lines should be required
* the widget one2many_list doesn't exist
closesodoo/odoo#34786
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
- Clean form view
- Add a new widget to check if IBAN account number is correct
- On the res.partner model, default value for "is a company" is True.
TaskID: 2025362
closesodoo/odoo#34691
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Task 2038326
* Tick the credit note sequence by default on the customer invoices and vendor bills journals
* Write Customer Invoice/Vendor Bill/Credit Note/Customer refund at the top of the document
* The reference field should be printed on the credit note pdf (interesting because it gives source and reason)
* If the document is a credit note, there shouldn't be any payment information on the pdf (the customer doesn't have to pay you) (currently you see the "payment communication" the customer is supposed to use)
* Rename Credit Note to Refund on dashboard
* Add tooltip on payment widget
closesodoo/odoo#35231
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
This commit merges the following models
* account.invoice and account.move
* account.invoice.line and account.move.line
* account.voucher and account.move
* account.voucher.line and account.move.line
It was the opportunity for a big cleanup of the code, so it also restructures the whole account module, its different models/fields, the tests etc. for a better world and a better code readability.
==== Rationale ====
The rationale of this huge change is that we want journal entries / invoices to be easily edited, and changes reflected in the other model. It's a HUGE feature and very strategic for the fiduciary companies. For example, changing the account of a journal entry needs to be automatically reflected on the related invoice.
The same reasoning applies to sale/purchase vouchers.
==== Changes made in features =====
When creating an invoice, you are now creating a journal entry directly.
--> The object account.invoice no longer exists.
In the same fashion when creating an invoice line, you're now adding journal items directly in the journal entry representing the invoice. If this invoice line has some tax, it may create additional journal items as well.
--> The models account.invoice.line & account.invoice.tax no longer exist
Identically, when creating a sale/purchase receipt with its lines, you are now creating a journal entry directly and there's no more usability difference between encoding a receipt or an invoice.
--> The object account.voucher no longer exists.
--> The object account.voucher.line no longer exists.
--> The whole account_voucher module no longer exists.
Positive side-effects coming from these changes are
* draft invoices/bills/sale or purchase receipts now create a draft accounting entry. Validate these objects now simply post its journal entry. That means that draft invoices/bills/sale or purchase receipt can straightforwardly be included in reporting or budgets.
* opening a journal entry in form view will now always open the correct view: if it's a sale/purchase journal entry we will have a customer invoice/vendor bill view or a sale/purchase receipt view, whatever the menu we're coming from.
* code & business logic simplification. It is also condensed in a single place instead of being partially duplicated on invoices, vouchers and journal entries.
There should be no feature loss, except the one allowing to group multiple journal items together based on the same product during the invoice validation.
==== Changes made in models =====
* account.invoice: model removed. Instead, now use account.move with following mapping
field (account.invoice) field (account.move)
----------------------- --------------------
name invoice_payment_ref
number name
reference ref
comment narration
user_id invoice_user_id
amount_ total_company_signed amount_total_signed
residual amount_residual
state state + invoice_payment_state /!\ selection changed
date_invoice invoice_date
date_due invoice_date_due
sent invoice_sent
origin invoice_origin
payment_term_id invoice_payment_term_id
partner_bank_id invoice_partner_bank_id
incoterm_id invoice_incoterm_id
vendor_bill_id invoice_vendor_bill_id
source_email invoice_source_email
vendor_display_name invoice_vendor_display_name
invoice_icon invoice_vendor_icon
cash_rounding_id invoice_cash_rounding_id
sequence_number_next invoice_sequence_number_next
sequence_number_next_prefix invoice_sequence_number_next_prefix
'invoices' subset of account.move can be accessed by using the selection field 'type' or one of the many helpers like is_invoice()
* account.move: now has a valid state 'cancel' that has to be excluded from all business logic
* account.move: field 'amount' renamed into 'amount_total'
* account.move: field 'reverse_entry_id' renamed into 'reversed_entry_id'
* account.move.line: now has a field 'display_type' that has to be excluded from all business logic, in order to support invoice layouting
* account.invoice.line: model removed. Instead, now use account.move.line with following mapping
field (account.invoice.line) field (account.move.line)
---------------------------- -------------------------
invoice_id move_id
uom_id product_uom_id
invoice_line_tax_ids tax_ids
account_analytic_id analytic_account_id
'invoice lines' subset of all account.move.line from a journal entry can be accessed by using the boolean field 'exclude_from_invoice_tab'
* account.invoice.tax: model removed. Instead, now use account.move.line with following mapping
field (account.invoice.tax) field (account.move.line)
--------------------------- -------------------------
invoice_id move_id
account_analytic_id analytic_account_id
amount price_unit
base tax_base_amount
'tax lines' subset of all account.move.line from a journal entry can be accessed by using the relational field 'tax_line_id'
* account.invoice.confirm: model removed. Instead, now use the 'post()' function of account.move
* account.invoice.refund: model removed. Instead, now use account.move.reversal to reverse the entries with the same options as we had for invoices
* account.voucher: model removed. Instead, now use account.move of type in ['out_receipt', 'in_receipt]
* account.voucher.line: model removed. Instead, now use account.move.line
==== Changes made in functions ====
* on account.move, method _run_post_draft_to_post() renamed into _autopost_draft_entries()
* on account.move, method action_account_invoice_payment() renamed into action_invoice_register_payment()
* on account.move, method action_invoice_reconcile_to_check() renamed into action_open_matching_suspense_moves()
* on account.move, method _get_domain_edition_mode_available() renamed into _get_domain_matching_supsense_moves()
* on account.move, method _get_intrastat_country_id() renamed into _get_invoice_intrastat_country_id()
* on account.move.line, method _get_domain_for_edition_mode() renamed into _get_suspense_moves_domain()
* in account.bank.statement, contextual key 'edition_mode' renamed into 'suspense_moves_mode'
Was task 1917430
* check_printing, voucher
For the model 'account.account',
- Replace the action menu 'Journal Items' by the stat button.
- Hide menu 'Journal Items for Tax Audit' from actions menu.
For the model 'account.invoice',
- Set action menu 'Share' only for the form view.
- Rename the action menu 'Confirm Draft Invoices' by 'Validate'.
- Rename 'Register Payment' by 'Register payment'.
- Rename 'Send' by 'Send & print'.
For the model 'account.move',
- Remove the menu 'Journal Items'.
- Rename 'Reverse Moves' by 'Reverse' and set it only for the list
view.
- Rename 'Post Journal Entries' by 'Post entries' and set it only for
the list view.
For the model 'account.move.line',r ename 'Reconcile Entries' by
'Reconcile' and 'Unreconcile Entries' by 'Unreconcile' and set it only
for the list view.
For the model 'account.payment',
- Rename 'Send Receipt By Email' by 'Send receipt by email' and set it
for both form and list views.
- Rename 'Post Payments' by 'Confirm' and set it for the list view only
- Rename 'Print Checks' by 'Print checks' and set it for the list view
only.
For the model 'account.journal', remove the menus 'Unpaid Invoices',
'Bank statements' and 'Voucher Entries'.
Linked to task 1984526
Related to PR #33720
This commit merges the following models
* account.invoice and account.move
* account.invoice.line and account.move.line
* account.voucher and account.move
* account.voucher.line and account.move.line
It was the opportunity for a big cleanup of the code, so it also restructures the whole account module, its different models/fields, the tests etc. for a better world and a better code readability.
==== Rationale ====
The rationale of this huge change is that we want journal entries / invoices to be easily edited, and changes reflected in the other model. It's a HUGE feature and very strategic for the fiduciary companies. For example, changing the account of a journal entry needs to be automatically reflected on the related invoice.
The same reasoning applies to sale/purchase vouchers.
==== Changes made in features =====
When creating an invoice, you are now creating a journal entry directly.
--> The object account.invoice no longer exists.
In the same fashion when creating an invoice line, you're now adding journal items directly in the journal entry representing the invoice. If this invoice line has some tax, it may create additional journal items as well.
--> The models account.invoice.line & account.invoice.tax no longer exist
Identically, when creating a sale/purchase receipt with its lines, you are now creating a journal entry directly and there's no more usability difference between encoding a receipt or an invoice.
--> The object account.voucher no longer exists.
--> The object account.voucher.line no longer exists.
--> The whole account_voucher module no longer exists.
Positive side-effects coming from these changes are
* draft invoices/bills/sale or purchase receipts now create a draft accounting entry. Validate these objects now simply post its journal entry. That means that draft invoices/bills/sale or purchase receipt can straightforwardly be included in reporting or budgets.
* opening a journal entry in form view will now always open the correct view: if it's a sale/purchase journal entry we will have a customer invoice/vendor bill view or a sale/purchase receipt view, whatever the menu we're coming from.
* code & business logic simplification. It is also condensed in a single place instead of being partially duplicated on invoices, vouchers and journal entries.
There should be no feature loss, except the one allowing to group multiple journal items together based on the same product during the invoice validation.
==== Changes made in models =====
* account.invoice: model removed. Instead, now use account.move with following mapping
field (account.invoice) field (account.move)
----------------------- --------------------
name invoice_payment_ref
number name
reference ref
comment narration
user_id invoice_user_id
amount_ total_company_signed amount_total_signed
residual amount_residual
state state + invoice_payment_state /!\ selection changed
date_invoice invoice_date
date_due invoice_date_due
sent invoice_sent
origin invoice_origin
payment_term_id invoice_payment_term_id
partner_bank_id invoice_partner_bank_id
incoterm_id invoice_incoterm_id
vendor_bill_id invoice_vendor_bill_id
source_email invoice_source_email
vendor_display_name invoice_vendor_display_name
invoice_icon invoice_vendor_icon
cash_rounding_id invoice_cash_rounding_id
sequence_number_next invoice_sequence_number_next
sequence_number_next_prefix invoice_sequence_number_next_prefix
'invoices' subset of account.move can be accessed by using the selection field 'type' or one of the many helpers like is_invoice()
* account.move: now has a valid state 'cancel' that has to be excluded from all business logic
* account.move: field 'amount' renamed into 'amount_total'
* account.move: field 'reverse_entry_id' renamed into 'reversed_entry_id'
* account.move.line: now has a field 'display_type' that has to be excluded from all business logic, in order to support invoice layouting
* account.invoice.line: model removed. Instead, now use account.move.line with following mapping
field (account.invoice.line) field (account.move.line)
---------------------------- -------------------------
invoice_id move_id
uom_id product_uom_id
invoice_line_tax_ids tax_ids
account_analytic_id analytic_account_id
'invoice lines' subset of all account.move.line from a journal entry can be accessed by using the boolean field 'exclude_from_invoice_tab'
* account.invoice.tax: model removed. Instead, now use account.move.line with following mapping
field (account.invoice.tax) field (account.move.line)
--------------------------- -------------------------
invoice_id move_id
account_analytic_id analytic_account_id
amount price_unit
base tax_base_amount
'tax lines' subset of all account.move.line from a journal entry can be accessed by using the relational field 'tax_line_id'
* account.invoice.confirm: model removed. Instead, now use the 'post()' function of account.move
* account.invoice.refund: model removed. Instead, now use account.move.reversal to reverse the entries with the same options as we had for invoices
* account.voucher: model removed. Instead, now use account.move of type in ['out_receipt', 'in_receipt]
* account.voucher.line: model removed. Instead, now use account.move.line
==== Changes made in functions ====
* on account.move, method _run_post_draft_to_post() renamed into _autopost_draft_entries()
* on account.move, method action_account_invoice_payment() renamed into action_invoice_register_payment()
* on account.move, method action_invoice_reconcile_to_check() renamed into action_open_matching_suspense_moves()
* on account.move, method _get_domain_edition_mode_available() renamed into _get_domain_matching_supsense_moves()
* on account.move, method _get_intrastat_country_id() renamed into _get_invoice_intrastat_country_id()
* on account.move.line, method _get_domain_for_edition_mode() renamed into _get_suspense_moves_domain()
* in account.bank.statement, contextual key 'edition_mode' renamed into 'suspense_moves_mode'
Was task 1917430
Replace the email template content form if you have any question to if you have any questions.
task-1962924
Closes#33520
Signed-off-by: Damien Bouvy (dbo) <dbo@odoo.com>
Task 1843603
* src_model is redundant with binding_model_id
* multi -> binding_view_types (if empty => all views) (maybe should be
empty by default yo?)
* in convert, type => rec.get(type) but no @type possible on <act_window>...
* removed deprecated auto_refresh & auto_search (not used anywhere (?))
closesodoo/odoo#24738
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
Task 193992
The cron is used to post draft entries such as those created by the module account_asset
Also add an inverse to account.move.amount
Also add a reverse compute on amount, and adapt its value according to the currency
Purpose: use more email_formatted when possible, clean and simplify
email_from, email_to and partner_to computation.
Next step is to try to extract some common patterns in tools or methods in
order to simplify template creation and customization.
Related to task 1972615
Linked to PR #32872
Account type of other income should be of type 'income' and not 'other'
Filter 'Assets' in chart of accounts view is not working correctly due to typo in the filter.
Bank statement lines need to be matched with entries; We have to automate this operation as much as possible.
At the same time, create an algorithm that fit everyone needs is quite impossible.
For that reason we will let users choose the rules they want with the improvement of reconciliation models.
Note that we did it only for bank statement reconliation, not for manual reconciliations.
Was task: 1877375
Was PR #26669
Purpose
=======
Since the account apocalypse in 9.0, there are no way to filter the accounts
based on their 'internal group'.
Specification
=============
Add a Selection field 'internal_group' on the account.account.type to allow
filtering the accounts. The possible internal groups are the following:
- Equity
- Asset
- Liability
- Income
- Expense
Also, set the value to the account types defined in data.
TaskID: 1868221
Currently when in payment is configure in automatic invoice mode,
customers don't receive anything.
If they want to see their invoice, they have to log into their portal
account.
Task #1866497Closes#25864
Purpose
=======
- Quickly share the url to someone else (a client, a colleague,...)
- Ensure that the recipient can access at least
the portal view of the shared record.
- Typically used when a client cannot retrieve the mail to access his order.
The share link can be used in this case.
Specifications
==============
For any object inheriting form portal.mixin:
- Add a button SHARE (not visible in edit mode)
- When clicking on this button, a popup opens with :
- A warning message for tasks and projects only (see below)
- the link (like in gmail) that can be copied
- Recipients
- mail composer (with preselected template) ==> see below
- button [Send Link] [Copy Link] Discard
- After sharing document, put internal note like
"Document shared to xyz,...." with template message
- Anyone with the link, even anonymous user (not logged in) can have access
to the document with the access token provided in the url.
Impacted models:
- account.invoice (Community)
- project.project (Community)
- project.task (Community)
- purchase.order (Community)
- sale.order (Community)
- helpdesk.ticket (Enterprise)
Warning messages and access rules:
Allowed :
- SO canceled or draft will be accessible with the link
with access_token
- If the customer account is B2B (signup not enabled), the recipient
will anyway see the document as the user specifically wants the
recipient to see the document.
Restrictions :
- For Project and Task, if the privacy is not public, then, there is a
contradiction between the access_token mechanism
and the privacy of the document.
- A warning message will be displayed in the share wizard to inform the
user if the document cannot be visible by the recipients and to
ask him to set the privacy to 'Visible by following customer'.
The send button will, in that case, be hidden.
- To avoid to block the share for a new project, default privacy value
is now set to 'Visible by followong customer'
Technical implementation
========================
- Move the access_token mechanism (field + methods + mail controller)
to the portal.mixin to be able to use it in a generic way for each object
inheriting the portal.mixin
- Generalise a part of the _*model*_get_page_view_values method
into a single one in portal
- Generalize the _*model*_check_access into the portal controller of the
portal module
- Remove the init_column + default value for the access_token
> old records have an access_token,
> new one won't but it will be generated on demand via the get_access_token
Done for performance reasons
- Add share button into action menu separately. + kanban view context menu
(except for task and project where button not in action menu but 'simple'
button for task and project because other modules already provide action
to send documents by email, which is not the case for project and task.)
- Add a sign_token used to authentify the recipient in the portal view chatter,
if any. The message will be posted as if the user was logged in.
- Set the _get_share_url as private for security reason
- Add a redirect parameter to _get_share_url to get
If false : The direct portal view url
If True : The redirect url (mail/view/?)
- Cleaning up unnecessary code
- Bug fix :
- Before, if user was not logged and record had partner_id,
if partner id was null, post message was done as admin.
Now, the post message is done as public user.
- If the user had an uid but had no access_token, he could be able
to gain the access token of the record.
check_access_rights was missing in the get_access_action.
Task ID : 30985
Closes#25629
Ricardo Gomes Rodrigues (rigr)