This button has now a "btn-secondary" class.
Task ID: #2288963closesodoo/odoo#54910
X-original-commit: 1ee9077a1fa111130e4ad88209688221717266ad
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
When default_get is called, the wanted fields are specified through the
fields_list arg. It is useless to fill the values for unwanted fields.
As default_get is called for nearly all records creation, simplifying
the default_get overrides:
* remove potential wrong side-effects of the values
* remove some useless or wrong defaults computations (searches, refs,
...)
Before, if we had PREFIX/9 and PREFIX/10, the highest number was the
lexicographic order, leading to proposing PREFIX/10 again and again.
Because of performances, we can't execute the regex in the SELECT query
and we need to store it in the database. This will allow to do an
indexed search.
closesodoo/odoo#54811
X-original-commit: 8806f33ef68771834496b764aa4c37b7ccf5841a
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Go to invoice list view.
Select several invoices, click on 'Send and print', switch template to a
different one (possibly a duplicate of the default).
Send
On each selected record there will be a pair of attachment:
- one belonging the the record (ok)
- one duplicate from the first record selected (not ok)
This occur because when switching template the default composition
mode for the wizard is 'comment' (single send), which causes the wizard
to compute and store the attachment of the first record it found.
Later, this get assigned to the list of attachment to send so it
duplicated (and sent) in all other records
opw-2291274
closesodoo/odoo#54255
X-original-commit: 0028a602bea6a48aaa2747127ec075394732b324
Signed-off-by: Jorge Pinna Puissant (jpp) <jpp@odoo.com>
Wrong usage of self in for loops makes some apparently multi-friendly
methods not work correctly when called with a recordset of len > 1.
This commit replaces those references by the correct unique record
reference which should be used at this iteration of the loop, avoiding
potential exceptions or wrong behavior in the concerned methods.
closesodoo/odoo#53320
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
When more than one parameter is present in a message, it helps the
translation to use named placeholder. This way, the order can be
changed. It also helps the comprehension of the message.
Using a few regex like
\((_\(.*%s.*)(\) % )([\w\[\]][\w .\[\]\(\)'"]*)\)
($1, $3))
Old syntax is still compatible but starts the migration to the new
syntax that catches error.
Task 2274998
1/ In the accounting dashboard, maximum one primary button per box
2/ In all boxes : "Sample data" must be removed. (Too obvious)
3/ In the configuration of Accounting Periods
* Opening date and fiscal year end must be on a same line.
* Remove the button "Configure your tax accounts".
4/ "Configure your tax accounts" is still available in the settings.
* But also make it available while doing the Tax Report Entry, if an
error message pops up.
5/ Chart of Account (list view)
* Captital D for opening Debit/Credit
* Rename "Name" into "Account Name"
6/ While génerating an Invoice
* Rename "Post" button into "Confirm"
* Check that the incremental number is added as a suffix of the name
of the bill ; not as a prefix
7/ Vendor Bill (list view)
* Status must appear as a Tag ; like it is already done in "Payment
State"
* Rename "Payment State" into "Payment Status"
8/ Bank journals
* On the bank journal level, if bank feed is set to synchronization,
then while selecting that journal from the accounting dashboard, then
directly go to the statement lines rather than the bank statement
itself.
* In the bank statement's account moves, remove the button duplicate.
It is enough to have it in the actions.
closesodoo/odoo#52818
Related: odoo/enterprise#11081
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
- account_edi is the base module to manage EDIs. It manages the generic worflow of import/export and defines the methods for import/export that should be overridden by each types of EDI (in different modules).
- On export, the files are added as attachment and can be embeded into pdf (format specific).
- On export, the exported format are set on the journal to allow different settings based on journal (different companies, countries, etc).
- On import, depending on the import method (from message_post or upload button in invoice tree view) a new invoice is created or an existing one is updated (only allowed draft invoices with no invoice lines).
- Adapted factur-x
Task 2201948
*These actions were either unused or only used in enterprise modules.
The first ones have been deleted, and the second ones have been move to
the corresponding enterprise modules.
* account.fiscal.year: the whole model has been moved to enterprise
closesodoo/odoo#46110
Related: odoo/enterprise#8706
Related: odoo/upgrade#1083
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
This commit adapts several views to make them use newly defined
widgets, the new decoration-xxx mechanism on fields, and to adapt
them to the new design of buttons.
Part of task 2195254
The custom selection widget was only used in the form.
A small rework had to be done to make it work in list views because the
values were not pre loaded.
closesodoo/odoo#49604
X-original-commit: cf942e6df3bf065e299d8ad0dcfd8ed2cc66b29c
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
Signed-off-by: wan <william-andre@users.noreply.github.com>
- Create journal entries as soon as bank/cash statement lines are created, temporary booked on a suspense account set on the journal.
- Simplify the management of "blue" lines in the reconciliation widget. A "blue" line is now a journal item using a temporary liquidity account (outstanding payment/receipt accounts, set on the journal).
- Adapt and simplify the bank reconciliation report.
- Remove the bank reconciliation threshold date. The reconciliation report will show the not already reconciled journal entries using a liquidity account and the not already reconciled journal entries using a temporary liquidity account. Without accounting, an account.payment will involve directly the liquidity account and then, will be considered as a statement line directly.
- Remove the post_at bank reconciliation feature. The "paid" state will be set on the invoices only if reconciled with a journal entry involving the journal's liquidity account.
With invoicing, the payment will do that so the "in_payment" state should never be shown up.
With accounting, only the statement lines have the power to move an invoice to the "paid" state.
- Fix various corner cases about the management of multi-currency in bank statement lines.
- Fix the conversion dates in multi-currency: Since the bank/cash is always used on the statement lines, it will use always the real "bank" date instead of the fictive payment one.
- Ensure the 'reconcile' method will raise an error if the involved moves are not posted.
related enterprise PR odoo/enterprise#7019closesodoo/odoo#41301
--task: 2092096
Related: odoo/upgrade#1018
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
- open accounts in a full view instead of a modal
- ability to reverse entries at their own accounting date
- don't create draft closing entries and reminder if no configuration for tax groups
- reordered account menus
- improved invoice form view
Task ID : 2209497
closesodoo/odoo#48355
Related: odoo/upgrade#1001
Related: odoo/enterprise#9485
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
Following the new selection feature in list view, we can remove
the custom handling in the resequence action, aiming to perform
the action on the active_domain when all records of the page were
selected.
Part of task 2185145
Before this commit, the account on the original line was replaced by the
accrual account. This could be problematic for hashed journals. Instead
of having 2 different behaviors for hashed/non hashed journals, we
decided to always create 2 journal entries, which is also more academic:
* We don't replace something on an entry that has been posted
* We don't end up with taxes on the accrual account
* Accountants are used to do it this way
closesodoo/odoo#42787
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
Steps to reproduce the bug:
- Let's consider a posted customer invoice I for partner P
- Let's consider that the salesperson S is assigned to I
- Create a credit note CN from I
Bug:
The salesperson assigned for CN was the current user U instead of S
opw:2213607
closesodoo/odoo#47768
X-original-commit: 1968ef19f72a2d3fecc4093527c6ba15262dd295
Signed-off-by: Simon Goffin (sig) <sig@openerp.com>
When a field is related, defining a selection or selection_add will
have no effect and the paramater is ignored.
Log a warning and fix all fields badly definied
Closesodoo/odoo#45716closesodoo/odoo#45832
Related: odoo/enterprise#8613
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
Issue: as salesman you want to send and print the invoice of your customer
but you don't have the access to write on the invoice
and thus you don't have access to create a mail.message and
set the flag invoice_sent to True
Allow to post message on an invoice when you have read access
closesodoo/odoo#45629
X-original-commit: d23d872f885f34bbbd747471e35e6914ac79b6cf
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
to be able to inherit these methods to make it easier to
add fields in the refund wizard e.g.
closesodoo/odoo#44629
X-original-commit: e814374a20de096fd795aec34ab0e3de4977fc85
Signed-off-by: Josse Colpaert <jco@openerp.com>
Task 2146469
Rework the name computation:
* It doesn't use ir.sequence anymore
* It is an editable computed field
* Add a renaming tool
This allows the user to tweak the sequences more easily than having to
get through the ir.sequence settings.
The sequence depends on a parameter of the journal: continuous, montly
and yearly restart of the sequence. Everytime a new period is started,
try to make a pattern form another period.
The incrementing is done by taking the previous name, ordered
lexicographically, splitting it by taking the digits at the end, adding
1 and re contstruct with the prefix.
** This means there could be cases where the prefix has a big importance
on the next number. For instance, if you have
INVOICE/2019/0001
INVOICE/2019/0002
and then rename the last one to INV/2019/0002, don't expect the next
number to be INV/2019/0003. It will be INVOICE/2019/0002 (again) because
the highest number was INVOICE/2019/0001.
You will then end up with
INVOICE/2019/0001
INV/2019/0002
INVOICE/2019/0002
closesodoo/odoo#41485
Related: odoo/enterprise#7189
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Following changes needing ir.model.access on transient models too.
Remove groups declaration on the action to move it to ir.model.access
when possible.
Rules are strict by default with no unlink access by default and high
priviledge asked. Adaptations may be needed later.
Write access is given as a wizard may need to be modified in case the
action triggers an error and the user has to correct a value
account*: use account.group_account_user for all transient by default
remove account.print.journal relic
stock*: use stock.group_stock_user by default
survey: survey user can send invitations
mail: allow any employee to execute wizards
additional verifications are made to ensure they are executed
only on the documents the user has access to you
give portal access to mail.compose.message as portal still does
some actions like posting messages on the forum
add ir.rule to avoid reading somebody else messages
increase the query count because of undeterminist count
crm: saleman for lead2opp, manager for massmailing
partner manager for actions linked to partners
avoid a write in test_lead_lost
sms: any employee can send sms
mrp: mrp user can execute wizards
give unlink access as making write during do_produce operation
base_import: employees can import files
delivery: stock user can deliver
event_sale: sale user can configure the wizards
event user inherit from sale rights
gamification: employee can give badge
google_service: resolve FIXME
hr: add specific rights
manager can set a plan according to group on button
anyone who can write on an employee can register a departure
hr_expense: set rights based on buttons
hr_holidays: an approver can make a summary report
hr_recruitment: recruiter can refuse a candidate
hr_timesheet: can use the wizard if can create a timesheet
l10n_eu_service: managers can create fiscal positions
mass_mailing: same group as on mass.mailing.list
membership: accountant can create invoice from membership
payment: accountant can create a link
as the source is an account.move
keep the payment.acquirer.onboarding.wizard to system user
only as it is called during company configuration
point_of_sale: PoS manager only can use wizards
never create closing_balance_confirm_wizard records
product_expiry: stock user has rights on stock.picking
product_margin: access from accounting menus
repair: same rules as for above models
sale: set ir.rule for self wizard only
add rule from model introduced in payment to add salesman group
sale_crm: saleman can create a quotation from a lead
sale_coupon: any saleman can generate coupon
add self ir.rule
sale_product_configurator: salesman can select product variants
snailmail: employee can send letters
website: designers can write on website
website_crm_partner_assign: same rule as group on action
website_sale: sale ACL as for payment.acquirer.onboarding.wizard
website_slides: anyone can send invitation
base: base.language.*: allow employee (cf lang_install)
change.password.user: can not read change password wizard of
other users
test.*: no access is needed
Courtesy of Damien Bouvy, William Andre and Antoine Prieëls for review
of acl
Before this commit, Creating New Template from "Send Invoice" wizard doesn't update template_id on the Wizard.
In this commit, We write newly created template_id on the wizard.
closesodoo/odoo#44561
X-original-commit: 454e6ed9d956ac131d6476c95e59b2ab390df5b6
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
Task 2092079
Accounting firms that want to give access to their customers avoiding
mistakes and risks will love this profile that can't do anything
wrong... Maybe as well as companies auditors..?
closesodoo/odoo#39860
Related: odoo/enterprise#6576
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
The `ref` field on `account.move` is not required and can yield a falsy
value. This produces a TypeError while doing the comparison in sorted().
closes#42434closesodoo/odoo#43674
X-original-commit: 3bb4c0c99b29bb85916af95361b86e9dc3287546
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
This wizard also reconciles automatically entries done on reconcilable accounts. It can hence for example be used to "move" the balance of a receivable account into a payable account (or the opposite), using the generated transfer entry to do as if the receivable and payable accounts were directly reconciled together.
[IMP] account: display 'P' as matching number when account.move.line objects are partially reconciled
For this, we introduce a new matching_number field, used in account.move.line's tree views instead of full_reconcile_id, which used to be shown directly.
Was task: 2037318
closesodoo/odoo#39415
Related: odoo/enterprise#6544
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
- Create a customer invoice.
- Validate it.
- A payment reference (`invoice_payment_ref`) is given.
- Refund with option 'Full refund and new draft invoice'
The `invoice_payment_ref` field is kept on the draft invoice, while we
want a new reference since it is a new invoice.
opw-2159166
closesodoo/odoo#42832
X-original-commit: 77c28421e6c7711e3d3c39dbece4e2bfa0b26b5c
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
This method makes a write on res.company but many people do not have
access to the company
closesodoo/odoo#42644
X-original-commit: 130f08f13b49a529c1da0e1dc603c62337842f45
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
List of improvements:
Invoice/Bill
- Hide "untaxed amount" section when there is no tax.
- Remove tooltips for tax groups field.
- Remove invoice_partner_icon and set this icon in "Vendor" (in a list view)
Chart of Accounts
- Same views for config bar and regulare one
- By default don't show deprecated accounts and add filter to display them.
- Add some optional fields in list view (taxes, tags, ...)
Dashboard opening balance wizard
- The opening move entry date equals to the opening date - 1 day.
Bank Statements
- Set default order for the list view (by date desc and name desc)
Tax report configuration:
Add 3 new columns for the list view (country_id, code, tag_name)
Add 4 new searchs (name, tag_name, code, country_id)
Task ID: 2048225
closesodoo/odoo#38694
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
When we post multiple draft moves at the same time, the numbering should
be done by starting with the oldest one up to the newest.
closesodoo/odoo#41138
X-original-commit: 5b745eb61377e5b4532f2e370f9b1559a9b66c0a
Related: odoo/enterprise#6975
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
- Introduce a new account.tax.report object
> Tax report lines now refer to a tax report, and the tax report to a country
- Tax report lines can share tags accross reports within the same country
> To support the cases where some report is a simplified version of another one: some of its lines can be computed in the same way as the 'bigger' report.
> This is done by giving the same tag_name to the tax report lines, and the same country_id to their parent report.
> Full support for tag name modification, and the way it impacts the shared tags (sometimes, we can overwrite them all, sometimes we must delete them, sometimes, we create new tags to replace them on some report lines).
- Support copying tax report (and the lines/tags linked to it), so that it is possible to duplicate them and change the country set on the duplicate for use in another country (coopying is way better as replacing in place, as we don't keep any link to an xmlid, and still allow using the original report in the original country it was created for).
- Make all l10n* modules compatible with those changes
closesodoo/odoo#38964
Related: odoo/enterprise#6217
Signed-off-by: oco-odoo <oco-odoo@users.noreply.github.com>
Task 2085023
* Add a field that replaces the context to get the ids of the
entries/invoices
* Remove move_id, we can use move_ids instead
* Add text to explain invioces/bills will create refunds
closesodoo/odoo#38857
Related: odoo/enterprise#6263
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Add new move reversal line in wizard model, those new_move_ids are
usefull for the override in helpdesk.
Currently, we return a form or a list view according to the
number of generated reversed moves.
Now, we link the generated moves on the wizard, so that we can
link the invoice lines correctly to the helpdesk tickets. Now,
the invoice lines are correctly linked only if there is 1 reversed
line.
id=2017554
closesodoo/odoo#39576
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Create a customer without email address, go on the accounting module
create an invoice for this customer.
Go back to the invoices list and select some of them including your
invoice for your customer without email address. Send them by mail.
You will have a traceback and the wizard will be broken.
This bug is caused by a change in the account module, there is no more
reference, they are replaced by the name of the invoice.
OPW-2085837
closesodoo/odoo#39856
X-original-commit: d1feb088228e1fe74c917ecdd5f4c0e87d253263
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
- In the sales or accounting module, create some invoices.
- Select them then click on `action > send & print`
- The wizard opens but not in the mass mail mode.
It creates some inconsistency and if you click on send,
the invoices are sent to the wrong customer.
Sometimes, the invoices are not sent at all.
I think the problem comes from the `_compute_composition_mode` method
who set the value of `composition_mode` on the wizard instead of
on the composer.
OPW-2085837
X-original-commit: 2496125f29cf1bd5b7a37384897f49bed86e69d8
Tests can fail when they are run at the moment when `fields.Date.today`
is different from `fields.Date.context_today`.
closesodoo/odoo#39079
X-original-commit: 0405f4a35bcad60fd99b1a05ffc8d9774e9a2829
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
Install Accounting, create a journal entry, post it, reverse it with
a date in the future.
The reverse entry will be posted, instead it should stay a draft (with
the appropriate 'auto_post' set to True)
opw-2083121
closesodoo/odoo#38802
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
The way the active_id(s) were retrieved made the wizard only take care
of one active_id. This prevented from reverse multiple invoices at the
same time.
closes odoo/odoo#38537
Fixes: #35759
X-original-commit: fe47011c3fdcec0bda5334f10679e853fe41e45a
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
When is created a refund from a invoice, the payment term its cleans,
but not the date due.
In the next case:
1. Create an invoice with date 05/26/2019, with payment term "30 days".
2. Create an invoice refund for invoice in 1, with the same date.
In this case, the payment term in the refund is empty, but the date_due
is the same that in the invoice.
With this change, the date due in the refund is the same that invoice
date.
closesodoo/odoo#38212
X-original-commit: 6828454dc3726d85e4d29b9399d6e8ddd1aaac21
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
In an onboarding situation, the company doesn't have a logo
make an invoice, send and print, print
The document layout editor's layout opens, because nothing is set up
on the company
Click Save
Before this commit, it was impossible to make the invoice print
because each time the document layout was displayed
After this commit, the invoice prints when clicking on Save
There is no default external layout for main_company
Also, the heuristic used to evaluate whether a company
has been set up, onboardingly speaking, has changed.
Before we used the existence of the logo, after we check if
a layout has been setup. When saving the document layout
modal, a report layout is written on the company
So, practically, the document layout modal only appears once
when trying to print invoices (or other documents)
closesodoo/odoo#37137
Signed-off-by: Lucas Perais (lpe) <lpe@odoo.com>
en_US may not be activated as it is possible to create a database in
another language using the database manager.
When trying to install a chart of account, the tax return entry tried
to format a date at the installation of the module, with no lang in
the context. The fallback was made on en_US but an error is raised if
that language is not activated.
As it is a very common scenario to retrieve a language from the
context, add a generic tool method to do it.
Replace and closesodoo/odoo#37629closesodoo/odoo#37568
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
This commit sets the call to default method on move field in reversal
wizard as lambda to ensure that the right method
is called when it is inherited (as in helpdesk_account module).
It also changes the form view so other module can use it to refund
invoices (move_id field first in the view as it will determine if refund
method should be visible or not).
Task-2047999
closesodoo/odoo#37635
X-original-commit: bcda50aeca44b292417024a5e422ffb8698e0c99
Signed-off-by: gla-odoo <gla-odoo@users.noreply.github.com>
Florian Gilbert