Purpose of this commit is to give description more "business oriented"
because those descriptions appears in Odoo Studio which is supposed to be used by end users, not only by developers.
Related Task ID : 37311
Purpose: improve understanding of partner and product models as well as their
daily use. This is done by improving tooltips and labels of some fields
according to business logic.
This commit is related to task ID 1880696 and closes PR #27133 .
Thanks to @xmo-odoo for its in-depth review.
If a bank statement line has a linked account, it will be skipped by the
reconciliation widget and automatically reconciled when the bank
statement is closed. Thus, there is no need to count them in the
accounting dashboard.
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
=======
- Add the SwissQR Code on the invoice in aim to replace the actual ISR
- Improve the settings of the SEPA QR Code to make it more user friendly
Specifications
==============
- ln_ch:
- Add a SwissQR Code on the invoice to fit the Switzerland QR-Bill Format
- Use the "partner_bank_id" field to generate the QR Code
- Add function to get the address number out of the field "street" and "street2"
- account:
- Remove the SEPA QR Code's journal settings from the general setting
- Display the "partner_bank_id" field on the invoice "Other info" page
- Use the "partner_bank_id" field to generate the QR Code
- website_sale:
- Add a check box on the payment acquirers to use the SEPA QR Code on the e-commerce
- Use the payment acquirer "journal_id" field to generate the SEPA QR Code
Forward-port of fix 034e1d37d9
Since there is not link module between `sale` and `account_intrastat`,
we use a common method in `account.invoice`.
opw-1878590
This reverts commit c539311. The default taxes will now be found in the invoice's onchange() which makes more sense and will work on all income/expense accounts without having to set the taxes on all these accounts.
get the product_name thanks to a function, so that we can reuse it somewhere else (account_predictive_account)
Part of PR #26876.
Part of task #1882329
- Set up a 10 % tax with a 'Tax Due' as 'Based on Payment'
- Create a bank statement of 110, Reconcile
- Create a new AML for the reconciliation using the mentioned tax for an
amount of 100
- Validate
The tax amount does not appear in the Generic Tax Report.
This is a specific case where the reconciliation process creates the
payment itself. Therefore, the tax amount should appear in the report.
To do so, we explicitly send the `tax_exigible` value on the AML, and
propagate it to the tax line.
opw-1858492
In a multicompany environment, if the user is not logged-in in the same company as the statement's company (even though he might have access to it), the reconcile interface was filtering on the user's company instead of the bank statement lines's company.
Was PR #26782
Purpose of this commit is to improve settings by improving labels and
section titles. Purpose is to ease use of settings by users and make
it easier to understand.
This commit is linked to task ID 47221 and PR #26483.
- Set up a tax as 'Based on Payment'
- Create an invoice at date D with this tax
- Pay the invoice at date D+1
- Unreconcile
A reversal entry is made at the current date, while it should be at the
payment date D+1.
We make sure to use the payment date only if the payment period has not
been locked.
Fixes#25738
opw-1870467
The goal of this commit is to fix the various views and reports of sales and invoices.
======
Portal
======
Fix breadcrumbs
Fix BS4 issues, alignment of various elements
Better auto resize of the invoice iframe
Fix invoice list for draft invoices
Fix previous/next document pagers
Remove unnecessary monetary widgets (not needed when using t-field if the field is Monetary)
Standardize invoice and sale routes:
- especially when related to displaying: html, pdf (print and download), text
- by using the get_portal_url() also for invoices
Add the total on the left column of sales order
================
Section and note
================
Improve general style:
- notes in italics
- sections: less padding, darker background, no borders
=========
Demo Data
=========
Fix sales order demo data to appear for the admin (instead of system)
PR: #25997
task-1869469
mreficent