Currently, to identify records based on state, in most of the list views we
use 'badge' widget on 'state' fields which can be decorated as needed.
However, for the list views, best approach would be to also add list
decoration along with 'badge' widget so that the whole line is colored
and it's easy for user to 'scan' the information
This commit improves the behavior adding decorations to several list-views.
To check the list of changes, kindly see the task specification
Apart from that, this commit also improves label of the module state from
'Not Installed' to 'Uninstalled'.
TaskID-2527119
closesodoo/odoo#71367
Related: odoo/enterprise#18587
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Users may want to be able to have transactions coming from multiple
payment acquirers to be registered in the same journal.
This will allows that.
Task id #2414749closesodoo/odoo#67331
Related: odoo/upgrade#2500
Related: odoo/enterprise#17258
Signed-off-by: William André (wan) <wan@odoo.com>
Description of the issue/feature this PR addresses:
It is currently quite difficult to differentiate users. Most of the time, people
don't take the time to upload an actual avatar so everybody looks the same. This
PR generates a custom avatar with the users initials and random color to
differentiate them. For res.users, res.partner and hr.employee, image fields now
hold the binary image and avatar are used to show the image or svg.
Current behavior before PR:
Avatar had only random colors and was being saved in database, being inefficient
Desired behavior after PR is merged:
A new mixin defines image fields and in case no image is set, it generates an
SVG image with the user's initials and random color.
closesodoo/odoo#69819
Task: 2404630
Related: odoo/enterprise#18199
Signed-off-by: Sébastien Theys (seb) <seb@odoo.com>
This was required by the introduction of tax units on enterprise. When making the closing for a tax unit, it is possible one (or more) of its companies don't have proper receivable/payable accounts configured on their tax groups. If so, a RedirectWarnings is raised pointing to this view in order to configure the groups from the company. All the companies of the unit are then active in the company selector, meaning that the record rules allow choosing accounts from any company, which is confusing and very error-prone.
To solve that, we introduce a context key, used to reduce to 1 the number of companie whose accounts are considered in the domains when configuring the tax groups.
closesodoo/odoo#70588
Related: odoo/upgrade#2482
Related: odoo/enterprise#18234
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
To make the account.account form view usability better, we'll move around the fields,
add a new smart button to link the account to the taxes using it as well as
add a chatter to keep track of changes.
Task id #2481421closesodoo/odoo#69851
Related: odoo/enterprise#17943
Signed-off-by: William André (wan) <wan@odoo.com>
A FEC file (Fichier des Ecritures Comptables) contains all the accounting data and entries recorded
in all the accounting journals for a financial year. In order to make the onboarding of new users
easier, Odoo Enterprise's French fiscal localization includes access to the ``l10n_fr_fec_import``
module, that enables the import of existing FEC files from older software to the Odoo database.
The imported data are:
* accounts
* journals
* partners
* journal entries
Every entity is imported with a generator that reads the values from each line, ready to be loaded.
The entity (only accounts for the moment) is then completed with data from the CoA's templates
and imported in the database. Journal entries are posted and reconciled.
The Odoo branch implements the install checkbox in the Settings > Accounting page for an easy install.
Task 2515785: https://www.odoo.com/web#id=2515785model=project.task
Documentation PR: odoo/documentation#979closesodoo/odoo#71290
Related: odoo/enterprise#16704
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
The default tree view action (debug mode) of account.move.line currently hides lines in the cancelled state. This commit modifies the default domain on the action.
Users can now filter and group all lines
part 3 of task (2486685)[https://www.odoo.com/web#id=2486685&model=project.task]
closesodoo/odoo#71392
Signed-off-by: William André (wan) <wan@odoo.com>
In order to not show unnecessary tax groups when configuring a tax,
we'll now filter them to only shows the tax groups that are either
linked to no country, or that are linked to the same country as the tax.
Task id #2206280
Change “default_partner_id” from “commercial_partner_id” to “bank_partner_id”
for “partner_bank_id” field in from view. If not, on an invoice, a newly created
partner bank (via “Recipient Bank” field) would be created for the partner
instead of the current company.
closesodoo/odoo#71312
Task: 2524441
X-original-commit: e18e256137e4593aee0cb6f1d0fcc4168dff79c1
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Signed-off-by: jbw-odoo <jbw-odoo@users.noreply.github.com>
Beforehand, when installing the SEPA DD module, the Accounting App
was also installed, because of a dependency between the batch payment
feature and the account_accountant module.
Now, a bridge module breaks this dependency, and SEPA DD can be used with
the Invoicing App. This means that Batch Payment, being a dependency of
SEPA DD, is available to the Invoicing App.
task-2375697
closesodoo/odoo#65634
Related: odoo/enterprise#16161
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
Currently, across Odoo, there are around 40+ many2one fields defined with a
'selection' widget. Since the many2one widget has options to limit record
creation and opening, there is no reason to define a many2one field with a
selection widget. The selection widget does not allow for searching, and is
limited to 100 records.
PURPOSE
to update the definition of any many2one on which we applied a 'selection'
widget, and instead use the standard many2one widget with disabled
opening/creation instead.
after this commit,
for each many2one field defined with widget="selection", widget="selection" is
replaced with options="{'no_open': True, 'no_create': True}"
Task : 2476488
closesodoo/odoo#68387
Related: odoo/enterprise#17316
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
- Currently all menus are out of order in app switcher.
- For example, Sales app is 16 menu away from Accounting,
Social Marketing app is 25 menu away from Email Marketing, etc.
So, all menus should be reordered.
- This commit will reorder the menus of the app switcher in order to reduce
the distance between correlated applications,
and bring the most common apps upward.
- And in this commit we have left gap of 5 subsequent sequence for further new menus.
PR: #69984
TASK ID: 2513082
Related: odoo/enterprise#17989
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
What are the steps to reproduce your issue ?
1. Go to Account/Journal Items
2. Open a posted item
3. Change product
What is currently happening ?
The product is changed in the account move
What are you expecting to happen ?
The account move lines cannot be changed when the status is posted
How to fix the bug ?
Make the field read-only when the status is posted
opw-2517325
closesodoo/odoo#70533
X-original-commit: 1b8f7ad00e9274b4b8f82ef77864997286611593
Signed-off-by: Achraf <abz-odoo@users.noreply.github.com>
Signed-off-by: William André (wan) <wan@odoo.com>
When the user creates a new account analytic line, he should not be able
to create a new journal item.
To reproduce the error:
(Use demo data)
1. In Settings, enable "Analytic Accounting"
2. Accounting > Configuration > Analytic Accounts > Administrative >
Cost/Revenue
3. Create a new one
4. Click on "Journal Item" list
Error: the list contains the "Create and Edit..." option. Such an action
should not be possible.
OPW-2481197
closes#69881closesodoo/odoo#70399
X-original-commit: f3ef533ed18c996f7f87c9596135e450479a8c19
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Signed-off-by: Adrien Widart <adwid@users.noreply.github.com>
*, purchase, sale, stock.
Before, the warning messages, if any, were always visible below the
warning option (emplty selection, No message, Warning, Blocking Message),
making it unclear for the user when selecting No message and seeing
the error message just below (as readonly).
Now, make the message invisible if the message option is empty or No Message.
Therefore the user is not confused by not relevant message, and it eases
the message editing process (before, user could see readonly message and
change selection field value before editing).
Task ID - 2481450
COM PR - odoo/odoo#68417
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
- Hide "A second payment will be created automatically in the destination journal." message when
a payment is posted. Used to only check if payment has a paired_internal_transfer_payment_id,
but posted pre14.3 do not have a value for this field.
- Render "destination_journal_id" only required when payment is draft. As it might be NULL on
pre 14.3 payments, and trigger “invalid fields” error when the user interacts with the view.
closesodoo/odoo#69410
X-original-commit: f942e132dc3b5a37f649e0ab2c11627b497d641c
Signed-off-by: William André (wan) <wan@odoo.com>
Beforehand, users could configure an account as non reconcilable
even when it was configured as a payment credit or debit account
in a journal. This prevented journal items to be reconciled
Now, when a user tries to set an account as non reconcilable,
we check if there is no journal with a payment credit or debit account
set to this particular account. If there is at least one journal,
then we display an error message stating the journals names and ids
that the user would have to modify before changing the account
configuration.
closesodoo/odoo#69317
X-original-commit: 87c207f3a408abb93d9b8378ef4aa1744935d86d
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
Signed-off-by: Julien CHEVREAU <Julien-CHEVREAU@users.noreply.github.com>
Currently, when exporting move lines via for example the partner ledger,
we are not displaying the currency in any way in the xlsx.
For some company, this can be limiting since they may want to do
post-treatment inside the file after export, which can require such
information.
This change will add the 'always_set_currency_id' field as optional
into the list view of the amls, allowing to keep the information about
the currency when exporting if needed.
task id #2381355closesodoo/odoo#68911
X-original-commit: 62bad5e50aa1fe579ecc07242a22ec6ab6031e71
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Signed-off-by: Nicolas Viseur <vin-odoo@users.noreply.github.com>
Steps to reproduce the bug:
1/ Create an opening balance Journal Entry with debit 100$ "121000 Account Receivable" and credit 100$ on another account
2/ Create an invoice for 150$
3/ Register a payment of 250$ for this invoice
4/ Reconcile the Journal Item of the payment (with "121000 Account Receivable" as account) with the opening balance => this line should be now fully reconcile
5/ Go to the payment and try to print the payment receipt
Bug:
The opening balance was shown as an invoice
opw:2448349
closesodoo/odoo#68809
X-original-commit: fda784cd6a831fb799767a486320574e754d20df
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
Account move view improvement and creation of amount_total_in_currency_signed
to allow display of amounts in company currency and in move currency.
closesodoo/odoo#66069
Task: 2403336
Related: odoo/upgrade#2331
Related: odoo/enterprise#16308
Signed-off-by: William André (wan) <wan@odoo.com>
The Payment form view is simplified for a much less cluttered screen.
A paired internal payment is now created when an internal transfer is posted.
Task: 2403336
This way, the bank account can be easily and immediately configured so that QR-codes can be generated on invoices without any additional setup (for Switzerland and SEPA).
This configuration step is hidden if full accounting features are enabled, since it will then appear in the "main" setup bar, on the dashboard.
Task 2412391
In belgian accounting, some tax lines in the tax report must be carried
over to the next period if they are negative.
If the balance for the next period is positive, it will be deduced by
the maximum possible amount that is carried over. If it is negative,
the negative balance will simply be added to the carried over balance.
This process repeats itself from one period to the other endlessly,
until the carried over balance come back to 0.
This is done by putting the carried over balance in dedicated analytic
accounts.
task id #2271978
Before, account_fiscal_country_id was only use for tax operations; and country_id was used for all the other accounting stuff. Now, with the new ability to use foreign tax reports (with foreign VAT fiscal positions), we can generalize the fiscal country, sot that it is the one that needs to be used for the whole accounting. Since foreign tax reports were not supported before, account_fiscal_country_id is already set on existing database as the country for the "main" accounting, so the impact of this change is small.
closesodoo/odoo#68349
Related: odoo/upgrade#2322
Related: odoo/enterprise#17299
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
Such fiscal positions define an alternate VAT for a specific region. When foreign_vat is set, a country must be set on the fiscal position; it'll be used to know for which tax report the fiscal position must be available as an alternate VAT (in the tax report; see enterprise branch). Note that it is possible to defined several foreign VATs for the same country, as long as they belong to different states within that country.
Note that this new feature is only for FOREIGN stuff; so, when you have to submit a tax report in different regions than yours. For example if you have a Belgian accounting, have French customers, and have a French VAT in addition to your Belgian VAT, to submit a tax report in France. For domestic operations, simply use your the vat field of your company, just like before.
[IMP] account: add country_id on taxes and filter them on invoices
The invoices now compute the country from which they should accept the taxes: it's either the one defined by fiscal_position_id.country_id (if fiscal_position_id is a foreign VAT fiscal position, i.e. it defines a foreign_vat value), or the company's account_fiscal_country_id.
Taxes from other countries are filtered from the view; we don't want them to be available there. There is also a constraint ensuring that. Same goes for tax repartition lines and tags from other countries.
We don't want to mix taxes, tags and foreign VAT fiscal positions from different countries, as it would break the tax report in enterprise. Doing this ensures the tax report can efficiently discriminate the move lines between the different regions whose report they have to appear in.
[IMP] account: add country_id to account.chart.template
This is done so that the taxes are created in the right country, and the fiscal country is initialized in a consistent way when instantiating the CoA on the company.
[IMP] account: print foreign VAT on invoice instead of company VAT if one is defined
[IMP] web: allow forcing company vat on document templates
This is done to allow the use of foreign vat fiscal position on invoices: in that case, we don't want to use the company VAT, but the value of fiscal_position_id.foreign_vat. So, when such a value exists, the invoice simply set the force_vat variable to the right value.
[IMP] base_vat: also validate VAT of foreign VAT fiscal positions
We generalize the code formerly only done for res.partner so that the foreign_vat field of account.fiscal.position can be checked in the same way.
Conversion of all modules to the new manifest assets declaration.
Part of task: 2352566
Co-authored-by: Julien Mougenot <jum@odoo.com>
Co-authored-by: Simon Genin <ges@odoo.com>
Before this commit, in the kanban view of sale order lines, the
product's image was not visible.
This commit adds the image to be more consistent with the kanban view in
accounting.
Note: we have also tweaked the view in accounting for better clarity.
Task ID : 2200168 (6.b)
closesodoo/odoo#67691
Signed-off-by: Adrien Dieudonné (adr) <adr@odoo.com>
Before this commit, on mobile in the Accounting app, the link in a
kanban card was not well placed.
After this commit, in mobile we consider a link as a block so he is
moved below.
Steps to reproduce:
* Open Odoo on Mobile
* Go to Accounting => Bug ("Create Manually" is in a strange position)
Task ID : 2200168 (4.a)
closesodoo/odoo#67692
Signed-off-by: Adrien Dieudonné (adr) <adr@odoo.com>
In India, we need to configure taxes like this:
- 6% applied on base amount
- 6% applied on base amount
- 1% applied on 1.12 * base amount
If both 6% taxes are affected the base of subsequent taxes, it gives the following result:
- 6% applied on base amount
- 6% applied on 1.06 * base amount
- 1% applied on 1.06 * 1.06 * base amount
Thanks to the new 'is_base_affected' field set on the second tax, it gives the expected results.
closesodoo/odoo#66134
Task: 2343958
Related: odoo/upgrade#2254
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Now when duplicating a bank or cash journal, the outstanding accounts are
the same as the original journal.
Added a compute method for payment_credit_account_id and payment_debit_account_id
to retrieve the default value from the company. These default accounts can be
changed in the settings.
Change UI for some settings (Default accounts).
Moving transfer_account_id into account module (from account_accountant).
Changing the tree view of account.journal:
- Edit journal_group_ids: Optional show
- Add currency_id: Optional hide
- Add code: Optional show
- Add default_account_id
- Add payment_debit_account_id: Optional hide
- Add payment_credit_account_id: Optional hide
- Add active: Optional hide
- Edit company_id: Optional hide
Task ID: #2451842closesodoo/odoo#66087
Related: odoo/enterprise#16314
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
The search panel showing app categories in the app list is unnecessary
when opening the list with the context of searching for a localization.
This will change it so that panel is hidden in this case.
task id #2370971closesodoo/odoo#61456
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
* account, analytic, calendar, coupon, crm, crm_iap_lead_website,
delivery, digest, event, event_crm, fleet, gamification, hr,
hr_expense, hr_skills, im_livechat, lunch, mail, maintenance,
mass_mailing, membership, mrp, point_of_sale, pos_mercury, product,
purchase, purchase_requisition, sale_management, sales_team, sms,
stock, stock_landed_costs, survey, website_crm_partner_assign,
website_event_exhibitor, website_event_track, website_forum,
website_slides, base
This commit removes oe_edit_only labels and adds placeholder
on fields in form views from a lot of apps to minimize the
shift when switching mode.
task 2330101
Increase the distinction between a journal entry linked to a bank
statement line and another one linked to a payment by adding a smart
button linked to them.
Also improve the navigation from the Bank And Cash view to directly
open the linked bank statement line or payment.
Task id #2448618closesodoo/odoo#65316
Signed-off-by: William André (wan) <wan@odoo.com>
A purchase journal cannot be created without a default expense account
A sale journal cannot be created without a default income account
opw:2431278
closesodoo/odoo#64854
X-original-commit: c0af2df89dbe8f0cea384f15b2a7e3d53a16dfc6
Signed-off-by: Simon Goffin (sig) <sig@openerp.com>
- keep track of to_check changes in chatter
- add "set as checked" button
- make the "to_check" field optional in list view
- vendor bill / customer invoice : remove "entry" from "cancel entry" button.
Task: 2389849
If the journal entry is not posted, the 'Cut-off' button must not be visible on invoice lines.
closesodoo/odoo#64595
X-original-commit: 28b748a559e1ffb5fb7c3631bf77adba121b2ebf
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
If a user has no access to Invoicing module, he can not send and print his invoices.
To reproduce the error:
(Need sale_management,account)
1. Connect with admin account
2. Settings > Users & Companies
3. Create/Edit a salesman
- Remove access rights to Invoicing module
4. Connect with this user
5. Create & Confirm a SO
6. Edit the SO and fill in the "Delivered" field, Save
7. Click on "Create Invoice", "Create Invoice"
7. Connect with admin account
8. Invoicing > Go to the previously created invoice
9. Confirm it
10. Connect with the user account
11. Sales > previously created SO > "1 Invoices"
=> The user can read the invoice, but he can not send and print it. This is an error.
OPW-2389428
closesodoo/odoo#64508
X-original-commit: f64f7ca309f9228e58b1487a286f2302ff8f035e
Signed-off-by: Adrien Widart <adwid@users.noreply.github.com>
Fine tuning of 78286851034b8f3ef4dcab78e50b7220c0bdd213
The link to view Cash Statements on the dashboard openned the wrong
action.
Also in some cases, removing the context key `search_default_journal`
was not enough so we set it to `False` instead.
closes#64118closesodoo/odoo#64279
X-original-commit: 95ffa9fd122eae82d12d40db3cb7364cf3d3c919
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
Signed-off-by: wan <william-andre@users.noreply.github.com>
Purpose of the task, is to prevent users from inadvertently
creation/opening countries from country_id fields.
Countries should be managed from their dedicated menu item.
so in this commit, we have set both no_open and no_create to True
so user should not update and create a country from the many2X fields.
closesodoo/odoo#63773
Taskid: 2241677
Related: odoo/enterprise#15464
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
This commits adds kanban view for the 'Generated Documents' for better
readability on mobile devices. Also, for consistency, this commit
adds 'Upload' button on the invoice kanban view as well.
Task-ID: 2152183
This reverts commit 7e3e99adb4.
Usability of that new wizard was too poor. We revert it for now; it'll make a comeback eventually.
closesodoo/odoo#63436
X-original-commit: 1d75786b8b45fd4f6b08d726165b60875b62b1e7
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
Before that, that field was located under "Outgoing payment", which made no sense.
closesodoo/odoo#63448
X-original-commit: fb68cc93f9a04adf5430f1ed473b62110edd8ef8
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
Munaf Khan