Before when creating a vendor bill with a tax 15% and a price unit less than 87, the widget to edit the tax amount was wrongly displayed, the pencil and amount was broken into two lines. This fixes this behavior by ensuring that the all block stays together using the css property white-space: nowrap
closesodoo/odoo#37049
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
Previously when opening the manual reconciliation widget with several lines, trying to put the focus on another line by clicking on the grey line was not working due to a o_field_widget with the partner name taking all the line and there is an event on that o_field_widget that stop the propagation of the event.
Also changing the partner value was only changing the value in the grey zone and not in the other field.
Therefore as it was strange to have twice the name of the partner display one above another and that it was causing problem for the focus of the widget. We removed the name of the partner that was readonly (leaving the editable field where we can change it) and we replaced it with the name of the account which makes more sense.
closesodoo/odoo#36881
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
The function _blurProposition returned a promise that was causing
concurency in the function quickCreateProposition. The _computeLine from
_blurProposition was erasing the value of reconciliation_proposition
created in quickCreateProposition.
However, the _blurProposition was didn't need to call _computeLine as it
was called later.
closesodoo/odoo#36904
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
If a line was produced by a reconciliaion model, it shouldn't be put back
in the reconciliation propositions because a rpc request would not give
it back. Also, the line is not correctly formatted.
closesodoo/odoo#36826
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
When trying to edit the amount of a proposition of an inactive
statement, the focus of the line tried and the edition of the amount
were racing one against each other causeing flickering and making it
hard to edit the line.
We removed the focus as it was intended for the keyboard navigation but
it was not fully usable, so we also removed the accesskey needed for the
focus.
When there is a lot of data to be displayed in the searchpanel, the scrollbar appears. The with of the scrollbar takes too much space compared to the width of the custom searchpanel.
This commit reduces the size for Chrome and Firefox >= 64
closesodoo/odoo#36758
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
- show period along with 'Tax Report' activity of journals on accounting dashboard.
- added 'Upload Invoices' button on sales journals in Accounting Dashboard.
- added 'New Bill' button on purchase journals in Accounting Dashboard.
Task: 34740
Closes: #34740
Co-authored-by: Hardik Prajapati <hpr@odoo.com>
* When clicking on the partner m2o selection field before having clicked on the bank statement line, 2 events occured:
* the bank statement line expanded
* the partner selection showed
This could lead to unwanted behavior as the renderer could update
-> Stop the propagation of a click on .o_field_widget to prevent
flickering and possible update of the statement line widget
* Always recompute the create line as sometimes the value is not correct
when removing a proposition
closesodoo/odoo#36322
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
Task 2008956
* Add the root of an account (first 2 digits/char) as a searchable model.
* Create a custom searchpanel for this account root on account.move.line
* Add the account_root searchpanel to the account.account view too.
Task 2039772
Add a new amount matching mode by taking the amount from the label, based on a regex. The regex must contain a capture group. If multiple groups are matched, there will be an error.
Also add a 'remaining' option for the second line, that puts the remaining amount of the statement in the second line.
closesodoo/odoo#35143
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Part of task 2039772
The second line of reconciliation models (client side) was computed based on the amount of the bank statement instead of the remaining balance, like on the server side.
We also need it to be based on the remaining balance, for the next commit introducing the detection of the amount thanks to a regex on the commuication of the statement.
Changes in account views to make them cleaner and
easier to use and understand.
Invoices/Bills tree view
---
- Distinct Invoices tree view from Bills tree view:
In Invoices:
- invoice_vendor_display_name is "Customer"
- invoice_date is "Invoice Date"
- "Payment Reference" is hidden because it's the same
as "Number"
In Bills:
- invoice_vendor_display_name is "Vendor"
- invoice_date is "Bill Date"
- "Source Document" is moved next to "Number"
- Renamed "Payment Status" to "Payment"
- "Payment Status" value "paid" renamed to "Paid"
- Search filters:
- Renamed "Open" to "Posted"
- Added a separator after "Posted"
- Removed "Linked to revoked mandate"
Invoices/Bills form view
---
- Removed "Original vendor bills" from form but kept it in list
and renamed to "Original Bills"
- Renamed state "Unposted" to "Draft"
- "Draft *" titles are now in h1
- Added placeholders and removed tooltips on Payment Terms
- Removed tooltips of invoice date
- Hid Accounting Date on Customer Invoices
because it's the same as Invoice Date
- Rewamped payment info popup:
- Renamed title to "Payment Info"
- Removed right alignment
- Removed Name info
- Reordered info: Amount, Memo, Date, Method
- Added optional to few fields in tab "Invoice Lines":
- Analytic Account: show
- Analytic Tags: show
- Intrastat: show
- Origin Country of Product: hide (and renamed to "Product Country")
- Unit of Measure: show
- Disc (%): show
- Taxes: show
- Added optional to few fields in tab "Journal Items":
- Label: show
- Analytic Account: hide
- Balance in Currency: hide (renamed to "Amount in currency")
- Taxes Applied: hide (moved before debit and renamed to "Taxes")
- Tax Grids: show (moved after credit)
- Due date: hide (moved before Balance in currency renamed to "Due Date")
- Tab "Other Info":
- Renamed sections:
Sales Information -> Invoice
Accounting Information -> Accounting
Payments Information -> Payments
- Website is now hidden if not set and tracked in chatter
Payment form view and modal
---
- State "Posted" renamed to "Validated"
- State "Cancelled" is hidden while module account_cancel
is not installed
- Renamed "Payment Method Type" to "Payment Method"
- Renamed "Payment Date" to "Date"
- Renamed "Payment Amount" to "Amount"
- Renamed "Payment Journal" to "Journal"
- Reordered fields:
Journal Amount
Payment Method Date
Recipient Bank Account Memo
- Payment Difference is now visible only with
accountant access rights.
Journals form view
---
- Removed Journal Groups
- Changed position of "Bank Account"
it's now the first tab
- In "Advanced Settings":
- Renamed section "Accounting App Options" to "Posting"
and only visible when Accounting rights
- "Post at Bank Reconciliation" was a Boolean field and is now a
Selection field with values pay_val for Payment Validation and bank_rec
for Bank Reconciliation.
In form view it's now a radio button.
Removed tooltip of this field.
- Section "Control-Access" is now visible with Accounting Manager rights
- Renamed "Invoice References" to "Payment References"
- Field "Communication Type" value "Based on Partner" renamed to "Based on Customer"
- Reorder sections:
Payment References
Email your Invoices/Bills
Control Access
Purchase form view
---
- In Purchase Order: Field Billing Status is invisible if the status
of the purchase.order is draft/sent/to approve/cancelled
task-2032586
Task 2041865
We want to show a hierarchy to ease the account type selection (hack in the select widget)
BALANCE SHEET
ASSETS
Fixed Assets
Non-current Assets
Current Assets
Prepayments
Receivable
Bank and Cash
LIABILITIES
Equity
Current Year Earnings
Non-current Liabilities
Current Liabilities
Credit Card
Payable
PROFIT & LOSS
Income
Other Income
Expenses
Cost of Revenue
Depreciation
OTHER
Off-Balance Sheet
closesodoo/odoo#36170
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Task 36284
Change the visual aspect of the reconciliation widget:
* Use a tab system to change modes
* Matching for receivable/payable (and liability)
* Matching for types not above
* Create a new line
* Batch Payment
* Sale Order
* Add a keyboard navigation
* Improve the search bar and use a real search view to do so
* Remove the constraint that prevent to select a line already selected
on another statement. Instead remove it when a reconciliation is
validated
* The lines already proposed are proposed last on other statement
lines
* Put the lines with exact amount matching first in the propositions
* Improve when Rainbowman shows
* Change the order of the propositions: older show first
* Remove the title on top of the view (and the ability to edit it)
* Fix some breadcrumb issues
* Also add lines from receivable/payable without partners in the manual
reconciliation widget.
* Propose things to do if there are no lines found in the manual
reconconciliation
closesodoo/odoo#32631
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Open the reconciliation widget, with a statement line that has
some move lines to reconcile with
Put your browser in Fast 3G to slow down stuff
then click multiple times on a move line to add it to
the reconciliation chain of the statement line
Before this commit, as many lines appeared in the reconciliation
chain as many clicks were made
After this commit, one can only click once on the lines
linked to #35194
OPW 2042751
closesodoo/odoo#35417
Signed-off-by: Lucas Perais (lpe) <lpe@odoo.com>
Validate a bank statement from reconciliation widget and then open the statements view from the widget and try creating a new statement. An error happens when trying to select a partner because the default journal is not set in the action
closesodoo/odoo#35418
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
Task 2038326
* Tick the credit note sequence by default on the customer invoices and vendor bills journals
* Write Customer Invoice/Vendor Bill/Credit Note/Customer refund at the top of the document
* The reference field should be printed on the credit note pdf (interesting because it gives source and reason)
* If the document is a credit note, there shouldn't be any payment information on the pdf (the customer doesn't have to pay you) (currently you see the "payment communication" the customer is supposed to use)
* Rename Credit Note to Refund on dashboard
* Add tooltip on payment widget
closesodoo/odoo#35231
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
-- Create a new bank statement;
-- Add a transaction;
-- Reconcile;
-- Create a write-off with tax.
Before this commit, the tax journal item's label only contains the name
of the tax.
Now, the tax journal item's label contains the write-off label and the
tax's name. This is the same behaviour as it was in version 11
(https://github.com/odoo/odoo/blob/11.0/addons/account/models/account_move.py#L1259).
opw-2025480
closesodoo/odoo#35348
Signed-off-by: Simon Goffin (sig) <sig@openerp.com>
This commit merges the following models
* account.invoice and account.move
* account.invoice.line and account.move.line
* account.voucher and account.move
* account.voucher.line and account.move.line
It was the opportunity for a big cleanup of the code, so it also restructures the whole account module, its different models/fields, the tests etc. for a better world and a better code readability.
==== Rationale ====
The rationale of this huge change is that we want journal entries / invoices to be easily edited, and changes reflected in the other model. It's a HUGE feature and very strategic for the fiduciary companies. For example, changing the account of a journal entry needs to be automatically reflected on the related invoice.
The same reasoning applies to sale/purchase vouchers.
==== Changes made in features =====
When creating an invoice, you are now creating a journal entry directly.
--> The object account.invoice no longer exists.
In the same fashion when creating an invoice line, you're now adding journal items directly in the journal entry representing the invoice. If this invoice line has some tax, it may create additional journal items as well.
--> The models account.invoice.line & account.invoice.tax no longer exist
Identically, when creating a sale/purchase receipt with its lines, you are now creating a journal entry directly and there's no more usability difference between encoding a receipt or an invoice.
--> The object account.voucher no longer exists.
--> The object account.voucher.line no longer exists.
--> The whole account_voucher module no longer exists.
Positive side-effects coming from these changes are
* draft invoices/bills/sale or purchase receipts now create a draft accounting entry. Validate these objects now simply post its journal entry. That means that draft invoices/bills/sale or purchase receipt can straightforwardly be included in reporting or budgets.
* opening a journal entry in form view will now always open the correct view: if it's a sale/purchase journal entry we will have a customer invoice/vendor bill view or a sale/purchase receipt view, whatever the menu we're coming from.
* code & business logic simplification. It is also condensed in a single place instead of being partially duplicated on invoices, vouchers and journal entries.
There should be no feature loss, except the one allowing to group multiple journal items together based on the same product during the invoice validation.
==== Changes made in models =====
* account.invoice: model removed. Instead, now use account.move with following mapping
field (account.invoice) field (account.move)
----------------------- --------------------
name invoice_payment_ref
number name
reference ref
comment narration
user_id invoice_user_id
amount_ total_company_signed amount_total_signed
residual amount_residual
state state + invoice_payment_state /!\ selection changed
date_invoice invoice_date
date_due invoice_date_due
sent invoice_sent
origin invoice_origin
payment_term_id invoice_payment_term_id
partner_bank_id invoice_partner_bank_id
incoterm_id invoice_incoterm_id
vendor_bill_id invoice_vendor_bill_id
source_email invoice_source_email
vendor_display_name invoice_vendor_display_name
invoice_icon invoice_vendor_icon
cash_rounding_id invoice_cash_rounding_id
sequence_number_next invoice_sequence_number_next
sequence_number_next_prefix invoice_sequence_number_next_prefix
'invoices' subset of account.move can be accessed by using the selection field 'type' or one of the many helpers like is_invoice()
* account.move: now has a valid state 'cancel' that has to be excluded from all business logic
* account.move: field 'amount' renamed into 'amount_total'
* account.move: field 'reverse_entry_id' renamed into 'reversed_entry_id'
* account.move.line: now has a field 'display_type' that has to be excluded from all business logic, in order to support invoice layouting
* account.invoice.line: model removed. Instead, now use account.move.line with following mapping
field (account.invoice.line) field (account.move.line)
---------------------------- -------------------------
invoice_id move_id
uom_id product_uom_id
invoice_line_tax_ids tax_ids
account_analytic_id analytic_account_id
'invoice lines' subset of all account.move.line from a journal entry can be accessed by using the boolean field 'exclude_from_invoice_tab'
* account.invoice.tax: model removed. Instead, now use account.move.line with following mapping
field (account.invoice.tax) field (account.move.line)
--------------------------- -------------------------
invoice_id move_id
account_analytic_id analytic_account_id
amount price_unit
base tax_base_amount
'tax lines' subset of all account.move.line from a journal entry can be accessed by using the relational field 'tax_line_id'
* account.invoice.confirm: model removed. Instead, now use the 'post()' function of account.move
* account.invoice.refund: model removed. Instead, now use account.move.reversal to reverse the entries with the same options as we had for invoices
* account.voucher: model removed. Instead, now use account.move of type in ['out_receipt', 'in_receipt]
* account.voucher.line: model removed. Instead, now use account.move.line
==== Changes made in functions ====
* on account.move, method _run_post_draft_to_post() renamed into _autopost_draft_entries()
* on account.move, method action_account_invoice_payment() renamed into action_invoice_register_payment()
* on account.move, method action_invoice_reconcile_to_check() renamed into action_open_matching_suspense_moves()
* on account.move, method _get_domain_edition_mode_available() renamed into _get_domain_matching_supsense_moves()
* on account.move, method _get_intrastat_country_id() renamed into _get_invoice_intrastat_country_id()
* on account.move.line, method _get_domain_for_edition_mode() renamed into _get_suspense_moves_domain()
* in account.bank.statement, contextual key 'edition_mode' renamed into 'suspense_moves_mode'
Was task 1917430
Activate analytic tags
Create an reconciliation model on which you set at least one tag
Create a bank statement and a line
Click on reconcile (or access the reconciliation widget by another means)
Quick Create a writeoff line
Click on the button corresponding to the reconciliation model
Before this commit:
The many2many tags was buggy, there was one empty tag, corresponding to nothing
clicking on the field triggered errors
validating the reconciliation by clicking on reconcile triggered a server traceback
in the real backend, opening the tag form view triggered an access error
This was because the data were not formatted the right way to be passed to the m2m_tag_field through
notifyChanges
After this commit, the reconciliation model's tag renders and behaves well
Validating the reconciliation works
OPW 2033350
As a side note, in the future, the reconciliation widget Model should fully implement basicModel
or not at all. Some of the heavy plumbing that the ReconciliationModel does (fetch records, data...)
is imitating what fetchRecord does
closesodoo/odoo#34838
Signed-off-by: Lucas Perais (lpe) <lpe@odoo.com>
The goal of the to_check checkbox in the reconciliation widget is to set the to_check field present on the move that will be created. However since the UI is not perfect, the to_check checkbox was added on the wizard when we create a new line in the widget, which cause the following problem: what if we select to_check on line1 and then deselect it on line2, previously it was not possible to do this, a warning was thrown to tell the user that he had some line with to_check set and some other not. A better way to do this, and more user friendly is by preventing the user from deselecting the checkbox if some other line has the to_check value set.
closesodoo/odoo#33956
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
The function get_all_data_for_manual_reconciliation got an empty list instead of None. This leads to not query the db. However we want to get results in the default behavior for get_all_data_for_manual_reconciliation
closesodoo/odoo#33711
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
As we now have a new debug mode 'tests' which load a new asset bundle
containing tour-test files, we moved those files to a new folder hierarchy.
That will clean the .js files trees.
Also, those files should be included in the new asset.
Basically, the .js tour files (not test) should be inside /static/src/js/tours
while .js tour test files (test=true) should be inside /static/tests/tours next
to QUnit tests, inside a tours folder.
+ test_new_api: don't run the test in debug assets
task-1934445
Comes with https://github.com/odoo/enterprise/pull/4281Closes#33213
Since the JS is lazy loaded, the iframes in the page are already loaded
once the javascript is executed. So, waiting for the "load" event at
that moment is useless as it will never happen as it already did.
Part of https://github.com/odoo/odoo/pull/32181
task-1961045
This commit adds a new parameter on fields for list view and one2many.
The parameter name is "optional" and its values are "hide" or "show".
Columns of the list view which have the optional parameter set are
listed in a dropdown that can be toggled from the last cell of the
table header. The ones with optional set to "hide" are hidden by
default.
User choice is stored in local storage. If no saved parameter can be
found in local storage then the default value from the view is used.
Due to the overflow behavior of the responsive table, we were forced
to wrap the table-responsive div in yet another div. We changed the
o_list_view class on the table to o_list_table in order to reuse
the more generic o_list_view class on the top-most div. CSS rules
and selectors had to be updated according to this change.
Task-1902765
In the reconciliation widget, we added a to_check functionality. However in some cases, the propositions don't have a default value for
to_check, which result in a warning being thrown when doing a comparison to ensure that all lines have the same to_check value.
This commit add a default value to to_check for all propositions (when loading the data and when performing a quick create).
closesodoo/odoo#33824
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
- Create 11 invoices with the same partner but different totals like:
1.0, 2.0, 3.0 ... 11.0
- Confirm them
- Create a bank statement with 11 lines having each of them the previous
invoice amount (1.0, 2.0, 3.0 .... 11.0) and the partner
- Click on the 'Reconcile' button
- In the reconcile form, do NOT push the 'Load More' button, but push
the 'Automatic Reconciliation' button
All lines are reconciled, but a JS traceback is raised.
This is because we try to destroy a widgets which were not rendered.
opw-1985580
closesodoo/odoo#33524
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
Purpose
=======
Fields `customer` and `supplier` on `res.partner`
are mostly used in domains of many2x fields.
Those domains can confuse end users because they don't
see the partner they are looking for; and it's not obvious why.
Some identified problems:
1. It can lead to duplicated partners: the user does not find
the partner, so he creates a new one.
2. The user imports supplier contacts in the Contacts app, so they
don't get the `supplier` flag. Then the user wants to make a purchase order,
and cannot find the new suppliers in the list
3. A user removes the customer flag on a prospect, because they don't think
it's a customer yet - except now they can't make a quote for that customer...
Specification
=============
Remove the two mentioned fields.
Since fields `customer` and `supplier` have been removed, all partners
are now shown in many2one dropdowns.
But in some cases, not all partners are relevant or some are more likely
to be relevant than others. e.g. when creating a PO, top suppliers have a
higher priority than other partners.
So, adapt the places where those fields were used with the new mechanism to
display the searched the partners, according to the number purchase/sales
orders they made.
TaskID: 2031147
Co-authored-by: Yannick Tivisse <yti@odoo.com>
Cedric Snauwaert