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>
- 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>
- 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
* 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>
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
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
=======
- 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
This allows to set up a mail alias per purchase journal. Then share that email address to your supplier, or use it internally to forward the vendor bills received by mail, to automatically create an empty vendor bill with the mail attachments linked, and the partner might be filled if the source email matches a supplier.
Thanks to the document preview on the side, it's now super easy and super fast to copy the vendor bill info from the received PDF into the account.invoice object. This would eventually be improved later on (IAP).
Was task: 37703
Was PR #22158
Not used since a while, remaining of old res.request. Requests have been
removed at 881a76dbcf . Links have been kept because still
used in some reference fields. It seems the last use was in OpenERP v9.0
in crm_claim module. As links are not used since a while let us get rid of
it.
Otherwise a constraint is raised because new line are added to the
payment term instead of recreating them from scratch. This constraint
blocks people from reinitializing the module, which is quite boring
when developing.
Major changes:
- No use of UoS anymore
- No analytic journal (journal_id) on account move lines
Reason: complete rewrite of the Sale module.
Responsible: fp, dbo, nim
- [REM] account_budget: removal of field 'validating _user_id' on account.crossovered.budget, which is now replaced by inheritance with mail.thread
- [REM] account_budget: removal of field 'code' of account.crossovered.budget, which was not used and redondant with its name
- [REM] account_asset: removal of field 'note' of account.asset.category, which was not used and redondant with its name
- [REM] account: removal of field 'to_check' of account.move, which was redondant with state == 'draft'
- [REM] account_voucher: removal of field 'audit' of account.voucher, which was a fields.related on move_id.to_check
IEL