This allows to solve the following use case:
* we are in March
* a SO created during January shows currently a delivered quantity (timesheet on service or delivered goods on storable products): timesheets/pickings were done in February
* creating the accrued entry for January 31 should display accordingly an amount of 0 by default since everything was done in February
Invoices invoice_dates are also taken into account:
* day 0 : delivered 10
* day 2 : 5 invoiced
* accrued entries for 10 if accrual date = day 1, accrued entries for 5 if accrual date = day 3,
followup of task 2255642
closesodoo/odoo#75886
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
* Move the action to "technical feature" debug mode group instead of
group "advisor"
* Set the action in noupdate="1" to facilitate customization of right
task-2604155
closesodoo/odoo#75819
Related: odoo/upgrade#2794
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
Accrued liabilities, or accrued expenses, occur when you incur an expense that you haven’t been billed for (aka a debt).
For example, you receive a good now and pay for it later (e.g., when you receive the invoice). The same opposite approach for sales.
Why do accountants need such entries ?
- Accounting must give a fair view of the financial situation of a company. The loss/profit must be booked regarding the effective deliveries of goods/services, not on the paperwork only.
- On a fiscal point of view, if you want to be allowed to deduct a loss from your taxable basis, it has to be in the right period. If you didn't announce it on time, the loss might be rejected by fiscal authorities. Same goes for the augmentation of the taxable basis, it has to reflect real deliveries and not only paperwork.
was Task: 2555642
was PR #73707
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
In this commit some reorganization is performed within mail compose message
code. Purpose is to reorder a bit methods by main usage: onchange, CRUD,
actions, values generation with rendering and template management.
Some renaming is performed on action methods, notably send_mail that has some
impact on sub-addons. Finally we also set onchange and sub-onchange methods
private.
No functional change should be implied by this commit.
LINKS
Task ID-2377974
Community PR odoo/odoo#61467
Enterprise PR odoo/enterprise#14633
Issue: When closing a PoS session, the user can Cash In/Out of the
register but it requires Accounting/Billing group or Purchase/User
group. However with Purchase/User group, there was an access right
error (not allowed to create account.move.line
Steps to reproduce :
1) Install PoS Module
2) PoS > Your Shop > Settings and enable Advanced Cash Control
3) As administrator and in debug mode go to
Settings > Users & Companies > Users
4) Remove Accounting, Inventory and Purchase group of [User A]
5) Log in with [User A], open a PoS Session, close it, and in Cash
Control form, click Cash In/Out
6) Remove or add money
-> Access right error, you need to be Accounting/Billing or
Purchase/User
7) As administrator, add the User group to Purchase for [User A]
8) As [User A], click Cash In/Out, removed or add money
-> Still access right error
Why is that a bug:
The first warning asks us to give the Purchase/User group to the user
if we want to Cash In/Out but even when doing that, the access rights
are still not enough to allow the creation of the entry
opw-2611298
closesodoo/odoo#75156
X-original-commit: a28c9c1dd773f26151d6734d476e7f8d5a3d971b
Signed-off-by: pimodoo <pimodoo@users.noreply.github.com>
Signed-off-by: Nathan Marotte <nmarotte@users.noreply.github.com>
In payment register wizard, when registering payments on invoices, the journal_id
selected in the view would sometimes be replaced by another on save because journal_id
was recalculated in _get_line_batch_key().
All journal_id default value logic moved in _compute_journal_id()
This is a major redesign of commit: https://github.com/odoo/odoo/commit/a3c3cd68329935896e4ebb1e853824de2009e16b related to task : 2524441
closesodoo/odoo#74942
X-original-commit: 69429365c2c490f8f15cd02ee4d1cbee9caa7524
Signed-off-by: William André (wan) <wan@odoo.com>
The non readonly computed field with inverse on the company was raising
an access error for users that have accounting rights but not admin
rights to write on the company.
opw-2446242
closesodoo/odoo#74643
X-original-commit: 0b2fa7b0e5d826b1ba08cd7723a3f40b792e82ba
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
Signed-off-by: William André (wan) <wan@odoo.com>
Improve usability of payments. Allow selecting multiple Vendor Bills AND Refunds
and pay them all together in one single payment.
E.g. When running server action “Register Payment” for :
- one 100€ Vendor Bill
- one 50€ Vendor Bill
- one 80€ Refund
Previous result = one 150€ outgoing payment + one 80€ incoming payment
New result = one 70€ outgoing payment
closesodoo/odoo#69578
Task: 2475598
Related: odoo/enterprise#19902
Signed-off-by: William André (wan) <wan@odoo.com>
action_invoice_sent() triggers two onchanges which normally don't happen at the same time. Added a check to one of them (onchange_is_email()), so that on action_invoice_sent(), only one of them calls the computationally expensive onchange_template_id_wrapper(), effectively halving the time taken.
Time for executing the action for one invoice dropped from over 3 seconds to a bit over 1.
closesodoo/odoo#74160
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
Define `data-hotkey` on most used action buttons.
For the modals, the following keys are dedicated for "special"
actions:
- Alt+G: add
- Alt+V: save
- Alt+Z: cancel
closesodoo/odoo#73275
Taskid: 2588233
Related: odoo/enterprise#19464
Signed-off-by: Kevin Baptiste <kba@odoo.com>
There is an issue when computing the suitable payment token ids making it impossible to
open a payment for a user without access to payment acquirers.
Also, the default computation of payment token was wrong and would never set it
correctly.
The compute for the method lines in payment would not filter unavailable acquirers
line and thus select them by default if they were first in line.
Also fix an issue with the ordering of payment method lines
X-original-commit: 73410a0fd76a70e1730883d35b79fc603741b59c
Change dependencies of a few computed fields in order
to avoid triggering them wrongly when migrating.
Also add a company check on the constrains blocking
deletion of payment method lines linked to an active
acquirer.
closesodoo/odoo#73731
X-original-commit: e94b4f09a4c5664360594bee6475cb2ef756be47
Related: odoo/enterprise#19663
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
- Create 2 invoices (or 2 bills) but let them in draft
- In invoices list view, select all invoices
- Execute Action > Resequence
Resequence wizard will not show.
It comes from a template in resequence renderer using account move name as t-key
that silently crashes because both draft invoices have the same name ("/").
opw-2590273
closesodoo/odoo#73724
X-original-commit: 3e6b7dfd4854069724dde2df43ab2eb7d850e9b5
Signed-off-by: William André (wan) <wan@odoo.com>
For data quality purposes and bug prevention, when I reverse an entry,
the reversal should always be postable on a journal having the same type
as the initial Journal Entry's journal.
closesodoo/odoo#72431
Task: 2497529
Related: odoo/enterprise#19543
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
To improve the payment method system, proceed to a few changes
such as changing the view a bit, making sure payment acquirers are not
linked to a journal by default and that only the manual payment method
type can be used multiple times in a single journal.
Task id #2573145closesodoo/odoo#73596
X-original-commit: 9122b367baea10e59b66e45bf7c458a6f1e82efb
Related: odoo/enterprise#19623
Signed-off-by: Xavier Dollé (xdo) <xdo@odoo.com>
seen when working on opw-2508263c
forward-port of #72654closesodoo/odoo#72895
X-original-commit: 38906fb5a9c65335f15fd3d09399988616fbe18f
Signed-off-by: William André (wan) <wan@odoo.com>
Signed-off-by: Nicolas Lempereur (nle) <nle@odoo.com>
The purpose is to use config bar for real config steps rather than highlighting tour steps.
Mainly by:
- Removing "First Bill" step from the configuration bar and replacing it by "Company Data".
- Adding "Taxes Review" step in the configuration bar as the last step (after CoA). This step opens the Taxes list view.
- Adapting the Tour according to these changes.
closesodoo/odoo#70115
Related: odoo/enterprise#18125
Related: odoo/upgrade#2449
Signed-off-by: William André (wan) <wan@odoo.com>
There is no reason to have attribute reason.
Also, fix domain notation.
What the hell is going on this line of code???
closesodoo/odoo#72400
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
In case we register one payment on a single accounting entry, we can manually
specify the bank account that will be used. In case we register one global payment
for several entries, the bank account is not visible in the payment register wizard.
We should use the first bank account set on the partner as a default case to allow
it and not block the whole process.
closesodoo/odoo#72080
X-original-commit: 23560f70592fa3ae481d0ba7617cfeae243b7594
Related: odoo/enterprise#18968
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
Signed-off-by: Alex Tuyls <alt-odoo@users.noreply.github.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>
On an invoice, we have the possiblity to set the bank account where
the client's payment has to be done.
If our company has two payment journal with 2 differents bank accounts
(bank A & bank B) set on each of the journal (journal A & journal B),
if I create an invoice and set bank B as bank account, after clicking
on "Register Payment", the journal A will be automatically selected.
With this PR the payment journal linked to the bank account set on the
invoice is automatically selected
closesodoo/odoo#71191
Task: 2524441
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.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>
The resequence wizard should consider that the sequence is shared for
invoices, journal entries and receipts; only refunds have a separate
sequence.
You could have journal entries in the purchase journal for expense
reports for instance. In that case, we want to be able to resequence all
of it at once.
closesodoo/odoo#68871
X-original-commit: 365da2a0aca1503133433f9dc66b6866e7867974
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
Signed-off-by: William André (wan) <wan@odoo.com>
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>
Steps to follow to reproduce the bug:
-In V14
-Go to accounting
-In the tour, click on Create First Bill
-Choose ‘Try a sample vendor bill’ and click on continue
-an error is triggered
Problem:
The returned value of ”create_invoice_from_attachment” method is treated as an “account.move” recordset, but it is a dict used for ‘ir.actions.act_window'
Solution:
We retrieve the ‘account.move’ from the ‘res_id’ found in the dict.
The issue was introduced by this commit : https://github.com/odoo/odoo/commit/8435d0e8990509ee67425977f970ab27bea8133a
opw-2469567
closesodoo/odoo#68595
X-original-commit: 2252cae941efcca36f981d50c546cacf70ff760d
Signed-off-by: William André (wan) <wan@odoo.com>
The current behavior was to set the label as memo in the payment register wizard.
However, this is to restrictive when a vendor bill hasn't any payment reference but a bill reference.
In that case, the user is expecting to have the bill 'ref' in the payment 'memo'.
Since the matching rules in the reconciliation widget are matching line.name, then line.move_id.ref and then line.move_id.name, the same logic is applied here to construct the payment 'memo'.
closesodoo/odoo#68004
Opw: 2440389
X-original-commit: 92ceb86d58f4d78c8a4256f29d101d3730517b93
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
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>
Before this commit, account_invoice_extract and account_edi where independent in parsing files uploaded or added as attachment in an invoice. Some tricks where used to avoid clash, but they were not perfect and some bugs appeared like the OCR not triggering automatically or an attachment being parsed twice by account_edi when parsing failed. The goal of this commit is to unify the import of files between the two features and ensure that they will not clash.
For more information about potential problems that appeared before :
See https://github.com/odoo/odoo/pull/61169
See https://github.com/odoo/enterprise/pull/15124/closesodoo/odoo#65660
X-original-commit: 8435d0e8990509ee67425977f970ab27bea8133a
Related: odoo/enterprise#16172
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
Signed-off-by: bfr-o <bfr-o@users.noreply.github.com>
- Go to Accounting > Configuration > Tax Report
- Create a Tax Report (with Lines having Tag Name)
- Go to Accounting > Accounting > Tax Adjustments
In wizard, no Report Line can be selected for mandatory "Report Line" field.
Report lines are filtered on "report_id" field, which is a related field to the report line field.
Therefore there is no way to select a Report Line.
opw-2449295
closesodoo/odoo#65502
X-original-commit: 0311cffd89c375a6fc1babacaa19029776bfebfb
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
Signed-off-by: Anh Thao PHAM <kitan191@users.noreply.github.com>
account_tour_upload_bill is using an inherits only to use a single m2m
field. This will remove the inherits and simply add the field directly
into the account_tour_upload_bill model.
task id #2339702closesodoo/odoo#59169
Related: odoo/upgrade#1899
Signed-off-by: William André (wan) <wan@odoo.com>
'percentage' is computed by default whatever the wizard action (change_period/change_account) but there is a constraint raised when the percentage is != 100 in change_account.
closesodoo/odoo#64743
X-original-commit: 20d6efa817a4d839777c81d403bb8770807e784a
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
From Invoice list view select 2+ invoices (A, B), click Action>send and print
In each invoice 2 invoices will be sent:
- In A, you'll find A and A
- In B, you'll find A and B
This occur because the composition_mode of the composer is computed
after the attachment has been generated.
When the composer has an attachment, it is included into
the sent mail along the relevant one, generated on the fly for each record.
opw-2428544
closesodoo/odoo#64445
X-original-commit: 9b585963a4b4f53b856b219004322232c2acf318
Signed-off-by: agr-odoo <agr-odoo@users.noreply.github.com>
Previously, in batch payments wizard, available payment methods where
always set to wizard.journal_id.outbound_payment_method_ids when
the batch length was > 1.
Event when the payment type was inbound and not outbound.
closesodoo/odoo#64624
Task: 2439250
X-original-commit: 603dbbe7a784c23b87682655963e82a42137d84c
Related: odoo/enterprise#15791
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
Since 'move_line_ids' isn't inside the view, `account_type` is never computed and then, the accrual account is never displayed/editable on the view.
closesodoo/odoo#64495
X-original-commit: cefbd5f3adebe1c620c070f7767d368e65242d37
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
When sending several invoices, customers also receive those that do not
concern them.
To reproduce the error:
(Need mailcatcher)
1. Go to Invoicing
2. Select two invoices
- Status must be "Posted"
- Customers must be different
3. Action > Send & Print
4. Uncheck "Print", then click on "Send"
5. Repeat 2-4
Err: Each customer receives both invoices. (In some cases, a third mail
is event sent). Each customer must receive his own invoices.
The mail composer wasn't correctly configured.
OPW-2422117
closesodoo/odoo#64340
X-original-commit: 603752df5444f60ac7282758c7e6596940747889
Signed-off-by: Adrien Widart <adwid@users.noreply.github.com>
Percentage is not used when change_account is selected. Then, the constraint must not be triggered in that case.
closesodoo/odoo#64112
X-original-commit: a23a47457d98aba4ec643f4422f3735d98fab2b4
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
When adding a credit note, the user can only select the "Partial
Refund" credit method.
To reproduce the error:
1. Go to Invoicing
2. Create a new one
- Add at least one invoice line
3. Save, Confirm
4. Click on "Add Credit Note"
=> You can not change the credit method.
The method field is editable only when the residual amount is different
from 0. Here is the issue: when clicking on "Add Credit Note", it
actually triggers some `onchange` methods. The latter uses a new record
to compute the values:
https://github.com/odoo/odoo/blob/45422d56bce413b8577f1784e10dd22ede93c751/odoo/models.py#L6147-L6148
Then, some `_compute` methods are also triggered. Among them, the amount
residual computation of the associated `account_move_line`. However,
`_compute_amount_residual` will skip the not-yet-created objects and set
the amount residual to 0. This is the reason why the residual amount of
the account move is zero and therefore, the user can't change the credit
method.
OPW-2418582
closesodoo/odoo#63780
X-original-commit: 13e33fdd9722a7022d56538ab69dda0200b3aaa2
Signed-off-by: Adrien Widart <adwid@users.noreply.github.com>
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>
Steps to reproduce:
- Create a customer invoice I for a total of 1000€
- Confirm I
- Register a payment
Bug:
The default amout in the wizard was 0€ instead of 1000€
The default amount is computed by _get_wizard_values_from_batch with the sum of
amount_residual of all the lines. But in function _compute_amount_residual, it
checked line.id and this case, all the lines were in cache with NewId
opw:2413064
closesodoo/odoo#63050
X-original-commit: f734b1cdc2780107ce690306aa1bc0acb9f13161
Signed-off-by: Simon Goffin (sig) <sig@openerp.com>
During the accounting tour, users are invited to upload one of their
bill, send one by mail, or use a sample bill.
For the last one, the returned action which opens a list view with the
new move does not have the correct context, which makes clicking on
'create' launch the creation of a journal entry and not a vendor bill.
This will make sure the context is correctly set in this case.
task id #2368810closesodoo/odoo#62332
X-original-commit: 3df9da9a712e719812b14085a4020e8a78db656a
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Activate multicurrency:
* EUR with rate 1.0
* USD with rate 100.0
Have a company in currency USD
Create an invoice (in USD)
* invoice line of 12.15, no tax
Save, post and register payment
In the payment widget change currency to EUR.
The amount will be automatically converted in 0.12
Register payment
Invoice will be still marked to paid as the amount paid is 12.0.
This occur because the system does not check if the amount to be paid,
expressed in payment currency, is what has been paid.
opw-2376336
closesodoo/odoo#62238
X-original-commit: 967a2ab323e273c853aee0edd5ce404f4d14e6ab
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
Purpose of the task is, user's get 'stuck' through onboarding because
of multi edit feature.
When records are selected user can't open that records just when they
leaves from multi edit/mass edition then that feature will works.
So in this commit, removing multi_edit="1" from some onborading
tree views.
closesodoo/odoo#61264
Taskid: 2373161
Related: odoo/enterprise#14578
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
The open_action_with_context was not using _for_xml_id, producing an
error when reading the action content.
In open_action, the action_name was taken from the context and needs
sanity checks. Ensure only actions from the account module can be
read and only if the user has access to the target model.
This is a limitation of the previous behaviour but, at the moment, all
known calls are made refering to an action from the account module.
Limit the scope of this method while the 14.0 is still early to avoid
having a door open to ready any action, and difficult to close later.
Remove old action fetching from the context in create_move that is no
longer used.
closesodoo/odoo#61602
X-original-commit: a39e94f7e4dc74e850650ac90bbc5f85af130bc8
Related: odoo/enterprise#14695
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
Co-authored-by: Xavier Morel <xmo@odoo.com>
- The field 'invoice_ids' no longer exists on account.payment.
- When registering a payment using a payment token, the payment is not posted directly but the payment transaction is processed instead.
It means the payment is not posted until the CRON call. Since 14.0, the journal items can't be reconciled if not posted and then, we can't wait the CRON to update the payment state.
- The payment token is no longer available when registering a payment for invoices.
closesodoo/odoo#60918
Task: 2352628
X-original-commit: 0ad8979cb345805b7b1bdc330621b42e1d625593
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
qdp-odoo