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
This fix fixes 2 issues:
- the definition of the row/col structure on the document meta-data
- the content of the headers is within a span so it is editable
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
Reverting some changes introduced in
f29df7fb2e.
By changing the html tag from 'article' to 'page' we were losing the
style on the body of the document. The problem it was supposed to tackle
will be addresed in the future.
Impacted applications: crm (and dependencies), sale (and website_sale), point
of sale, accounting, purchase, base/mail, calendar, mrp.
This commit is related to task #1878516 and closes PR #26929 .
Specifications: improve menu organization, search filters and groupby, reorder
filters, update some field labels.
This commit is related to task #1878516 and PR #26929 .
The menu wasn't correctly responsive. Now we always set the left and bottom border on the list elements, and remove them from the parent. This way the style will be correct even if the elements flex to the same line on some screen size.
PR: #26801
task-1876864
Flow
====
Have one model field responsible of telling when the sales order has to be signed or paid to avoid inconsistencies.
The general rule is: sign & pay are only used upfront to confirm a sales order. If a sales person starts to modify (confirm) it manually, we don't need those features. Especially at that point pay should be done with invoices.
Modal
=====
For the sign, we want to force refresh the page to update its state, and thus we need to show the confirmation message on the reloaded page.
For sign and pay, we changed a bit the structure of the text in the modal to allow to translate it more easily. Also fixed the payment selection by moving it into the body instead of the footer.
For the reject modal, we want the feedback field to be required, so we can see in the chatter by who and why it has been rejected.
Misc
====
Moved remaining bits of code related to preview/pay/accept/decline from sale_management into sale, where it should have been in the first place.
Sales Order:
- Improved status/contextual alerts.
- Hide discount from small to fix responsive.
PR: #26801
task-1876864
remove sales help
Website generic: change "edit to backend" class to match other menu dropdown items.
Invoice: add "back to edit mode" banner.
Sales Order:
- "Reject" in red, we really don't want the user to click it.
- "Accept & Sign" renamed to better convey the meaning and match the button on the popup.
PR: #26801
task-1876864
In order to implement the next version of the dashboards in enterprise
we need to make some changes in community namely :
* Modify some search views (used in the dashboards)
* Remove the date/datetime filters from the search views as they are
duplicated with the time ranges
* Rename the menu items from Dashboard to Overview
* account, project, purchase, sale, website_crm_partner_assign
- Create a single template to be used for all doc's entry in order to
simplify maintenance
- Make the entire entry clickable using bts4 classes
- Fix an alignment issue between title and badge
A new exception has been added to detect inconsistent reports. However, many are not structured as expected. Thus, the change consists mainly of checking only when the print has to be separated in part to attach it to the respective documents.
We now take the page tag instead of the article, because the article tag is in the layout, so to separate the file, the t-call had to be inside the t-foreach (for the separation) and so possibly read the assets several times. Since all templates have the first tag (in the t-foreach) tag page, the choice is more sensible.
The javascripts files used in readonly were taken out of the editing assets.
A turn was made but not activated, it works locally, but on the runbot, an error is triggered when generating assets after choosing the settings.
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
[IMP] account: partner form view: add a small link under the bank accounts list, allowing to open the tree view of the linked res.partner.bank, so that they can be fully edited
Before that, as the bank_ids field of res.partner is displayed as an editable tree view with only two columns, it was impossible to edit more specific fields of the bank accounts through the partner form view, such as acc_holder_name.
- "Balance in GL" renamed "Balance in General Ledger" on dashboard
- "Entries to review" button on dashboard adds 'draft' filter by default
- streamline hover effect of 'import statement' option with other bank journal buttons' on dashboard
- better look for l10n_eu_service setting
Was task 46188
Was PR https://github.com/odoo/odoo/pull/22698
* account, project, purchase, sale, website_crm_partner_assign
With BS3, badges inside list items were automatically right-aligned.
This is not the case anymore so we have to put an explicit class for
this. Also, badges have no default style anymore, so we have to choose
a color (secondary in this commit).
With BS3, if a column was supposed to be aligned on the right, using
the 'pull-right' class on it did the trick.
With BS4, this is not the case anymore as .row elements use flex.
This commit use one of those 3 solutions case per case:
- If the column was alone on its row, then adding the
'justify-content-end' class on the row.
- If the column was not alone on its row, then adding the 'ml-auto'
class on the column instead.
- If the column was already filling the row, there was no point in
aligning it to the right
Note: this commit does not case about potential xpath which would add
new columns in one of those rows. If any, this can be handled as a fix
later.
In some countries, it might be preferable not to recon the payments journal entries at the time they are registered in the system, but to do so at the date of the bank statement line they will be reconciled with.
Thus, to manage this we've added an option on bank journals to have payments generating draft account.move when they are validated, and posting them only after bank reconciliation (+overwriting their date)
Was task 1870892
Was PR #26349
This adds a button to import several bills from the accounting dashboard: will create a new vendor bill for each, with the file attached to it. That file will be visible in the chatter (in enterprise) and allow easilly completion/encoding of it. This task also comes along with the import/export of xml files attached to the PDF files created from the invoice report.
Was task 1859277
Was PR #26339
sri-odoo