Commit Graph
14 Commits
Author SHA1 Message Date
Florian Gilbert ed26e9eafa [IMP] account: Various usability improvements
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

closes odoo/odoo#38694

Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
2019-12-04 13:47:28 +00:00
wan 646a6d5a73 [IMP] account: improve the onboarding
Task 2031686

* Change some labels on the dashboard
* Move the action "Take money In/Out" to a button because it was also dsplayed in bank journals and we only want it for cash journals
* Add reconciliation param on the first account config list, as well as a button to go to the form (it is an editable list)
* Add an action to duplicate accounts in batch
* Smartly detect when a cash statement can be extended instead of creating a new one, making it more obvious to the user that he may need to validate his previous statement(s)

closes odoo/odoo#35137

Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
2019-08-19 10:17:47 +00:00
wan 29ef024b51 [IMP] account: display sample data on dashboard if empty
Task: 1893104

closes odoo/odoo#28131

Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
2019-03-25 10:23:49 +00:00
eco-odoo 4312c1786d [FIX] account: mark configuration bar bank step done
When a new bank account was created manually, the step was not marked as done.
2018-10-26 13:36:26 +00:00
eco-odoo b2a14dda03 [FIX] account: onboarding fiscal year step various issues
Design: remove empty space in the dialog form.
Opening date:
-fix move line not created introduced by c4b9c51abf. This prevented saving the opening date;
-set default date to start of current year.
Add a validation on fiscal year last day:
-the automatic calculation was removed in 90cdc91638 but no validation was set;
-the help message became irrelevant;
-the fiscal year end date was set as readonly in 52a8ed3c0c and not fixed in 3f4f77fd9d.
2018-10-26 13:36:26 +00:00
eco-odoo 89e358caa8 [FIX] onboarding: Fix/Update onboarding to v2.0
Specification
=============

- Fix lots of bug due to the BS4 migration
- Improve steps
- Validate some steps (Like the company configuration) in all the
  onboarding bars if done in one onboarding bar.
- Only animate the confetti one time if a step is done, instead of
  on each view loading

For more information, see: https://www.odoo.com/web#id=1869513&action=333&active_id=965&model=project.task&view_type=form&menu_id=4720
2018-08-10 16:08:47 +02:00
qsm-odoo ed1b18f103 [REF] *: BS4, adapt col-related classes
col-lg-* -> col-xl-*
col-md-* -> col-lg-*
col-sm-* -> col-md-*
col-xs-* -> col-*

col-lg-offset-* -> offset-xl-*
col-md-offset-* -> offset-lg-*
col-sm-offset-* -> offset-md-*
col-xs-offset-* -> offset-*

col-lg-pull-* -> order-xl-1
col-md-pull-* -> order-lg-1
col-sm-pull-* -> order-md-1
col-xs-pull-* -> order-1

col-lg-push-* -> order-xl-2
col-md-push-* -> order-lg-2
col-sm-push-* -> order-md-2
col-xs-push-* -> order-2
2018-07-27 12:36:54 +02:00
Olivier Colson 272bcadc92 [IMP] account: setup: opening balances tree view: highight accounts whose opening balance has been set 2018-07-25 11:53:41 +02:00
eco-odoo 6671d3d72b [IMP] account: convert dashboard onboarding to new design
Convert the current design of the account dashboard setup bar in order to uniformize the design of the onboarding panels.

task: 1858542
2018-07-20 11:59:13 +02:00
Olivier Colson 85156a8e32 [IMP] account: new bank account setup wizard: remove label on journal name field, for better usability 2018-06-19 10:45:50 +02:00
Olivier Colson b30fed7a7b [IMP] account: facilitate bank account and bank journal config
With this change,
 * some modules are now set to be automatically installed by default
 * the setup bar of accounting has been changed in order to allow more easiliy the configuration of bank accounts/journals (and the step to oversee the opening entry has been removed)
 * the kanban view in the dashboard has been enhanced (mostly for bank journals, but not only)

Was task: 32668
Was PR #23049
2018-06-08 17:48:03 +02:00
Olivier Colson 2935e01e27 [IMP] account: setup bar: the button allowing to define other accounts now automatically saves all the changes that was made in the wizard before redirecting (no prompt warning that changes will be lost anymore) 2017-09-25 10:08:05 +02:00
qdp-odoo 97070bfcfa [IMP] account: add partner_id in the opening entry form view.
Just in case users want to split the initial balance on receivable/payable accounts by partner
2017-09-08 15:22:27 +02:00
Olivier Colson 2d1b8e9f34 [IMP] account: new setup bar
Add a setup bar on account's dashboard, so that the user can more easily enter the initial data of his Odoo installation, following the steps that are proposed to him.

Was PR #16864
Was task 32119
2017-08-31 15:58:22 +02:00