When trying to set up a new bank account using the bank account wizard,
there is an issue with the check company on the linked_journal_id field.
The check will make sure that the company on that field is either false
or the same as the company on the record. But with a recent change in
68f4534aa5 the bank account company_id will be the one from the linked partner.
As the partners for companies have an empty company_id, this check does
not make a lot of sense anymore, as it would be wrong in most cases.
(We expect a journal with the currently selected company, but the bank
account will in most cases have an empty company_id)
closesodoo/odoo#83852
Signed-off-by: Josse Colpaert <jco@odoo.com>
Some html field are not in their ideal style.
As the style for html fields is now dependent of
where you are in the xml view ( in group or not),
we have to adapt some views and flags some fields
to ensure they have the correct look.
This change is only be a visual enhancement
and should not prevent the function of said html fields
even if the views are not updated.
task-2637488
# Conflicts:
# addons/mail/wizard/mail_compose_message_views.xml
# addons/website_slides/views/slide_channel_views.xml
# Conflicts:
# addons/sale/views/sale_views.xml
closesodoo/odoo#83792
Related: odoo/enterprise#23911
Signed-off-by: Antoine Guenet <age@odoo.com>
Signed-off-by: Geelen Sébastien (sge) <sge@odoo.com>
Steps to reproduce:
- Create an invoice and confirm it
- In Accounting Dashboard, on the Customer Invoices card,
click on 'Unpaid Invoices'
- Select the invoice with the checkbox
- Click on button 'Register Payment'
Issue:
- The journal_id is not set by default
Before this commit, the default fields inherited 'journal_id',
if it's not the good one, we delete it in order to compute it..
opw-2729754
closesodoo/odoo#83770
X-original-commit: 9e2f96598f3d62b501e894eab7151af8390937e1
Signed-off-by: William André (wan) <wan@odoo.com>
Signed-off-by: Guillaume Vanleynseele <guva@odoo.com>
When creating automatic entries for multiple moves on different dates with the automatic entry wizard, the wizard would reconcile all the lines on the accrual account of the destination move with the lines on the accrual account of each accrual move. As this would imply reconciling the same lines multiple times, it triggers a reconciliation error.
What must be done is, for each accrual move, reconcile it’s lines with only the related lines on the destination move.
closesodoo/odoo#83732
Task: 2717578
X-original-commit: 502003ac548d6620374dfbab4fb7be6dee3c1bf5
Signed-off-by: Laurent Smet <las@odoo.com>
Signed-off-by: Florian Gilbert <flg@odoo.com>
Signed-off-by: de Wouters de Bouchout Jean-Benoît (jbw) <jbw@odoo.com>
Sometimes _compute_percentage would return a percentage slightly over 100 due to a rounding error. This would then trigger the constraint asserting that percentage must be >= 0 and <= 100.
Task: 2717578
X-original-commit: 813d52ed7daff408819d8838c8c36fcee825905f
Part-of: odoo/odoo#83732
Currently: "register payment" wizard allows selecting different bank accounts or even creating one when registering a payment on customer invoice/vendor refund.
Should be: the field should be set to partner_bank_id and be set as readonly. When cash journal is selected, "Recipient Bank Account" field should be hidden
Task ID: 2710936closesodoo/odoo#81319
Signed-off-by: Olivier Colson <oco@odoo.com>
Steps to repdroduce:
- install Purchase - Accounting
- Create a new Purchase Order
- Add a product
- Add a section or a note
- in Actions select Accrued Expense Entry
-> traceback rounding error
OPW-2728854
closesodoo/odoo#83057
X-original-commit: 582be68bb5e4d441548a987fda3ff6450faa24ca
Signed-off-by: Nicolas Lempereur (nle) <nle@odoo.com>
Signed-off-by: yosa-odoo <yosa@odoo.com>
Before this commit, the field reversal_date was not stored, which lead to inconsistent behaviour when creating entries, as the reversal date was always recompute with the default value.
opw-2722435
closesodoo/odoo#82445
Signed-off-by: William André (wan) <wan@odoo.com>
Three supported types:
- btree (default for index=True)
- btree not null (when >90% of the data are null)
- gin trigram search (for char fields)
Review of indexes on all objects.
closesodoo/odoo#83015
Signed-off-by: Fabien Pinckaers <fp@odoo.com>
Steps to reproduce:
- install accounting (account_accountant)
- go to invoice
- click on "send and print"
-> template is not loaded directly
Solution:
- revert changes of commit #fc5812c327daab4 since the onchange is now called only once
OPW-2732687
closesodoo/odoo#82805
X-original-commit: fa25a3b2b7cdafbce70e39a8a896924f015185a9
Signed-off-by: Nicolas Lempereur (nle) <nle@odoo.com>
Signed-off-by: yosa-odoo <yosa@odoo.com>
If money is withdrawn, we can't tell if it's a transfert to the bank account or if some money has been withdrawn to pay an invoice or some expense.
We then assign the suspense account in order for the accountant to go through the reconciliation widget process in order to dispatch/assign the amount to the right account(s).
This allows all the accounting process to go smoothly without any needs for the accountant to manually create a miscellaneous entry.
Introduced by:
closesodoo/odoo#82616
Pr: https://github.com/odoo/odoo/pull/82123
Commit: https://github.com/odoo/odoo/commit/336656e0e9677ccb2f43935b6f267fa83ed153df
X-original-commit: 04396e0627fd36d28b047e0e122ffb55a3a12ebc
Signed-off-by: Florian Gilbert <flg@odoo.com>
Current behavior:
When cancelling an expense payment, the expense state was not modified and was still 'paid' when it should be 'refused'.
Steps to reproduce:
- Create an expense and post the expense and register a payment for the expense.
- Then go the vendor payments and cancel the associated vendor payment.
- The expense still shows as paid in the expenses page.
opw-2711383
closesodoo/odoo#82496
X-original-commit: 16459957d23f4bdfddfe96d72ef96cbdc6fec539
Signed-off-by: Laurent Smet <las@odoo.com>
Signed-off-by: Engels Robin (roen) <roen@odoo.com>
Step to reproduce:
- Create PO with an item rounded to 0.01
- Deliver 0.48/1
- Open Accrual Expense Entry
Current Behaviour:
- Order line is not taken into account due to rounding error
- Wizard is empty
Behaviour After PR:
- Qty is correctly rounded and appear as expected
- Order line is taken into account
opw-2720161
closesodoo/odoo#82073
X-original-commit: 85c2ab58d9ce1ccefd02f8214937a649285fde4a
Signed-off-by: Damhaut Florian (flda) <flda@odoo.com>
When paying an expense, we should take the bank accounts from partner instead of the ones set on the company.
Also, the computation of the partner bank account is different on the wizard and the payment.
To unify both models, the 'available_partner_bank_ids' should also be put on account.payment.
see https://github.com/odoo/odoo/pull/79737closesodoo/odoo#81236
X-original-commit: 89d8c0a1ea03919e9f3085ea0d05aa80ad443ff7
Signed-off-by: Olivier Colson <oco@odoo.com>
Signed-off-by: Laurent Smet <las@odoo.com>
Aim of this commit:
- Hide the disabled radio button on reversal wizard when it's disabled.
(invoice residual_amount is 0)
before this commit:
- The radio buttons in the reversal wizard are visible even when it's
disabled.
after this commit:
- Radio buttons are hidden when it's disabled.
task/ticket:#2603144
closesodoo/odoo#81089
X-original-commit: e860a346ba6d7831674685817eed006dac86b264
Signed-off-by: William André (wan) <wan@odoo.com>
Signed-off-by: Brice Bartoletti <bib@odoo.com>
- Create a partner with 2 bank accounts: BNK1 and BNK2
Wrong flow with vendor bill:
- Create an vendor bill => BNK1 is set by default
- Change BNK1 to BNK2
- Register a payment
=> BNK1 is proposed by default instead of BNK2
Wrong flow with customer invoice:
- Set BNK3 on your company
- Create a customer invoice
- Register a payment
=> BNK1 is suggested instead of BNK3
closesodoo/odoo#80175
Issue: 2683197
X-original-commit: ec0d807b2b6ff3596d9b591bd8ec7d8889d41d8a
Signed-off-by: Olivier Colson <oco@odoo.com>
Signed-off-by: Laurent Smet <las@openerp.com>
Only purchaseable products are not searchable in the lines of debit notes
and credit notes if this account moves are created from their tree view with
the CREATE button. This changes make that this behavieour were also if we
create this account moves from the buttons in the invoices "ADD CREDIT NOTE"
and "ADD DEBIT NOTE".
closesodoo/odoo#78266
Task: https://www.odoo.com/my/task/2543493
X-original-commit: 461801335b1bce1390f0e482648eb5eac7c7e3a8
Signed-off-by: Florian Gilbert <flg@odoo.com>
- Fix typo in accrued_orders.py
- Remove fields.Date.today() from purchase test
- Make more use of common resources
closesodoo/odoo#79159
X-original-commit: 31570e185dcb36145e28e42cda765284dc373294
Signed-off-by: Laurent Smet <las@openerp.com>
When registering/creating payments, filter out from the selection
the journals that do not have any relevant payment method lines.
Also, always show payment method lines even when there are only
one of them.
closesodoo/odoo#74741
Related: odoo/upgrade#2861
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Issue: When resequencing an account_move, the chatter showed the
resequencing but also a ghost change of state from draft to posted
Steps to reproduce :
1) Create an invoice and post it
2) Look up the journal entry for the invoice and resequence it to some
arbitrary other name
3) Check the chatter for that invoice, it shows a change from draft to
posted
Why is that a bug:
The state isn't changed so it shouldn't be logged
Side-Note: I don't understand why in the code until this commit we had
to force change the state to draft to change the name of the move, when
I tested, we can change the name of a posted move without any issue
opw-2581248
closesodoo/odoo#76394
X-original-commit: e4f5c0d13fb5b04c4a334758c26e442efbb247d4
Signed-off-by: William André (wan) <wan@odoo.com>
* order lines are now not grouped anymore by account. That allows a more detailed label on the accrual entry line, as it's now directly related to a single order line
* we now create a single accrual entry counterpart, instead of one per order previously. That reduces the 'noise' in the accrual entry, at the cost of not having the sum per ordre anymore easilly but it doesn't seem to be important to audit that account
closesodoo/odoo#76037
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
* the cache_invalidate() was invalidating the changes made in the wizard as well, make it impossible to set any value other than the default one, even though the preview entry was updated accordingly. That also prevented to simply validate the wizard as the accrual account was required but reset anytime we changed its value.
* the preview_data field was incorrectly set as Binary while the widget only supports Text
Part-of: odoo/odoo#76037
Improve the wizard 'import your first bill': usability + look & feel
- Removed the PDF viewer interface which was ugly + useless in this context
- Display an HTML preview instead which is dynamic
- Current date
- Company address depending on the Company
- bill sequence depending on the date
In the modal of upload, detect if there is no hosting domain @false > then remove this third option
PR #75815
Task: 2581377
Related: odoo/upgrade#2806
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
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>
stefanorigano (SRI)