The aim of this commit is to simplify and standardize the settings archs.
To do this, a small DSL exclusively for the settings was created. This
new DSL introduces 3 tags: `app`, `block` and `setting`.
The `app` tag is used to declare the application on the settings view.
It creates an entry with its logo on the sidebar of the view. It also
acts as delimiter when searching.
```xml
<app string="CRM" name="crm">
...
</app>
```
- `string` : The "display" name of the application.
- `name` : The technical name of the application (the name of the module).
- `logo` *optional* : The relative path to the logo. If not set, the
logo is created using the `name` parameter :
`/{name}/static/description/icon.png`.
The `block` tag is used to declare a group of settings. This group can
have a title and a description/help.
```xml
<block title="Title of group Bar">
...
</block>
```
- `title` *optional* : The title of the block of settings (the old h2),
you can perform research on its text.
- `help` *optional* : The description/help of the block of settings
(the old h3), you can perform research on its text.
The `setting` tag is used to declare the setting itself. The first field
in the setting is used as the main field (optional). This field is
placed on the left panel (if it's a boolean field) or on the top of the
right panel (otherwise). The field is also used to create the setting
label if a `string` is not defined. The `setting` tag can also contain
more elements (e.g. html), all of these elements are rendered in the
right panel.
```xml
<setting string="this is bar">
<field name="bar"/>
...More elements
</setting>
```
- `type` *optional* : By default, a setting is visually separated on two
panels (left and right), and is used to edit a given field. By
defining `type='header'`, a special kind of setting is rendered
instead. This setting is used to modify the scope of the other
settings. For example, on the website application, this setting
is used to indicate to which website the other settings apply.
The header setting is visually represented as a yellow banner on
the top of the screen.
- `string` *optional* : The text used as label of the setting. If it's
not defined, the first field is used as label.
- `title` *optional* : The text used as tooltip.
- `help` *optional* : The help/description of the setting. This text is
displayed just below the setting label (with classname
`text-muted`).
- `company_dependent` *optional* : If this attribute is set to "1" an
icon is displayed next to the setting label to explicit that
this setting is company-specific.
- `documentation` *optional* : If this attribute is set, an icon is
added next to the setting label, this icon is a link to the
documentation. Note that you can use relative or absolute path.
The relative path is relative to
`https://www.odoo.com/documentation/server_version`, so it's not
necessary to hard-code the server version on the arch anymore.
closesodoo/odoo#106425
Task-id: 3081367
Related: odoo/enterprise#34337
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
Co-authored-by: "Michael Mattiello (mcm)" <mcm@odoo.com>
The early payment cash discount functionality was merged in 16.0.
This PR allows for the behavior to be as localization specific as possible.
This concerns :
The tax computation (some countries leave it untouched after the discount, some countries discount it, and Belgium has a mixed behaviour)
The account in which the cash difference resulting of the cash discount should be put.
task- 2983913
related to #99572closesodoo/odoo#102032
X-original-commit: 591757902dcdf1e3609d9c5ae23e2b134ee8e4da
Signed-off-by: Laurent Smet <las@odoo.com>
Signed-off-by: Camille Spiritus (casp) <casp@odoo.com>
This commit adapts account's model to the new report engine introduced for v16, and updates the data files accordingly.
account.report model is now declared in community, together with the other models used by the reporting. This is done so that the tax tags can properly be created by the tax report and used on tax templates. All the actual computation logic stays in enterprise.
See enterprise commit for full details.
Task 2524389
Part-of: odoo/odoo#94125
Task: 2856281
- Remove user_type_id, account.account.type model, internal_type
- Add account_type that is a simple selection field
- Move internal_group and include_initial_balance to account.account
- Because of these changes, type_control_ids on account.journal is also removed
closesodoo/odoo#93212
Related: odoo/documentation#2223
Related: odoo/upgrade#3595
Related: odoo/enterprise#28205
Signed-off-by: Cedric Snauwaert <csn@odoo.com>
The account used in the Repartition for Credit Notes is wrong for taxes
`IVA(8%) COMPRAS`, `IVA(16%) COMPRAS`, `IVA(8%) VENTAS`, `RETENCION IVA
ARRENDAMIENTO 10.67%`, `RETENCION IVA HONORARIOS 10.67%` and `IVA(0%)
COMPRAS`
Steps to reproduce:
1. Install Accounting app and l10n_mx module
2. Go to Accounting > Configuration > Invoicing > Taxes
3. Open any one of the taxes mentioned above
4. The account in Repartition for Invoices should be the same as the
account in Repartition for Credit Notes
Solution:
Change the default account used in Repartion for Credit Notes
opw-2806228
closesodoo/odoo#88359
X-original-commit: e8dbd07f160dee59117b855ff54d6fb428bf9778
Signed-off-by: Grazioso Andrea (agr) <agr@odoo.com>
Signed-off-by: Guillaume Merlin (megu) <megu@odoo.com>
Reduces load_menus answer size by 32% (between 20kb and 200kb savings
for the initial loading of the backend, depending on the number of apps
installed). Support for SVG icons in the web client for menus/apps.
Reduced PNG icons for apps list (8 bits PNG instead of 24 as our icons
don't need more colors as they are flat designs)
closesodoo/odoo#84280
Related: odoo/enterprise#24200
Signed-off-by: Fabien Pinckaers <fp@odoo.com>
Set a default tag on the bank suspense account, outstanding accounts
and transfer accounts so that they are found and used by the trial
balance and COA reports.
TAsk id #2612900closesodoo/odoo#82532
Related: odoo/enterprise#23383
Signed-off-by: Quentin De Paoli <qdp@odoo.com>
"account_tax_group.xml" and "account_data.xml" data files
have been renamed to "account_tax_group_data.xml"
when containing only tax groups, for compliance with the standard.
AE, AR, AT, BE, BO, BR, CA, CN, CR, CZ,
DE SKR03, DE SKR04, DO, ES, FI, FR, GR,
GT, HN, IL, IN, LT, MA, MX, NL, NO, PA,
PL, PT, RO, SG, SY, TH, TR, UA, UY, VE,
VN.
Part-of: odoo/odoo#77295
The license is missing in most enterprise manifest so
the decision was taken to make it explicit in all cases.
When not defined, a warning will be triggered starting from
14.0 when falling back on the default LGPL-3.
closesodoo/odoo#74245
Related: odoo/design-themes#48
Related: odoo/enterprise#19862
Signed-off-by: Xavier Dollé (xdo) <xdo@odoo.com>
In order to not show unnecessary tax groups when configuring a tax,
we'll now filter them to only shows the tax groups that are either
linked to no country, or that are linked to the same country as the tax.
Task id #2206280
Before, account_fiscal_country_id was only use for tax operations; and country_id was used for all the other accounting stuff. Now, with the new ability to use foreign tax reports (with foreign VAT fiscal positions), we can generalize the fiscal country, sot that it is the one that needs to be used for the whole accounting. Since foreign tax reports were not supported before, account_fiscal_country_id is already set on existing database as the country for the "main" accounting, so the impact of this change is small.
closesodoo/odoo#68349
Related: odoo/upgrade#2322
Related: odoo/enterprise#17299
Signed-off-by: Laurent Smet <smetl@users.noreply.github.com>
Purpose of the task is to update all l10n modules icon with new icon that i have
found in task attachment.
So in this commit, Updated all l10n modules icon with new icon.
closesodoo/odoo#65329
Taskid: 2442631
Related: odoo/enterprise#16054
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
PR #66910 has been created so the MX can print their receipts.
Eventually, this needs to be reverted since printing a receipt is
actually illegal.
closesodoo/odoo#67209
X-original-commit: 7e9261cacd9f6963dca517fe7b1f3de067af1366
Signed-off-by: Adrien Widart <adwid@users.noreply.github.com>
To reproduce the error:
(Need MX configuration)
1. Go to Accounting > Customers > Receipts
2. Create a Receipt
3. Post and Print it
Error: An error message is displayed: "Only invoices could be printed."
However, MX should be allowed to print the receipts.
OPW-2456374
closesodoo/odoo#66954
X-original-commit: 0f0238c64cda308098eb5b3d30e3177cfcb4bab7
Signed-off-by: Adrien Widart <adwid@users.noreply.github.com>
Ensure the code works fine even if countries are deleted.
Also consider "re"-created countries after deletion, by only considering
the country code, not the data reference.
This should reduce support requests related to deleted countries, and
ease the resolution of such problems by the users themselves.
TASK ID - 2368842
closesodoo/odoo#60558
X-original-commit: 037012bc4e2935eb00a7f353529bb7ec55066733
Related: odoo/enterprise#14347
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
Since record creation is faster when done from a CSV file,
hence, we move account tags definitions into CSV file.
Also, there was a tag with XMLid 'account_tag_174' defined
twice in XML file, which has been removed.
Total 1082 records of account.account.tag will be created
after removing one duplicated tag.
closesodoo/odoo#56153
Task: 2150637
X-original-commit: 5eef487f194b10ec2a1c0eb452eb22eac6098fc7
Signed-off-by: Josse Colpaert <jco@openerp.com>
Task 2309613
We have a new hierarchy:
* Accounting
* [Generic, not changed]
* Localization
* Account Chart
* Check
* EDI
* Point of Sale
* Purchase
* Reporting
* Sale
This helps in displaying only the chart of accounts when clicking on
"Install more Packages" from the accounting settings in the Fiscal
Localization section.
We can also refine the search in the _auto_install_l10n post init hook
of account.
closesodoo/odoo#55384
Related: odoo/enterprise#12179
Related: odoo/upgrade#1568
Signed-off-by: Cedric Snauwaert (csn) <csn@openerp.com>
This commits refactors the code of the reconciliation, in order to facilitate the process of complex use cases, namely multi-currencies or cash-basis-taxes related (see details below). It also prepares the code for a second refactoring where we will save on each journal items the amount_currency and currency_id field (even in case of operation made in company currency), also in the sake of simplification.
1) Multi-currencies:
- the account.partial.reconcile model now will have dedicated columns to specify the amount of the partial reconciliation in the debit_line_id currency and the credit_line_id currency. That comes in handy when dealing with journal items having different secondary currencies, but also allows some simplification.
- residual_amount_currency computation changed accordingly
- moved models account.full.reconcile and account.partial.reconcile in their dedicated .py file
2) Cash basis taxes
- cash basis entries now handle correctly rounding errors to make sure the exact amount of gets reported when the reconciliation becomes full.
- the account for the base amount of cash basis entries has to be set, now, on the company instead of on each cash basis tax.
- that new 'property' field can be set at the CoA installation via the field property_cash_basis_base_account_id of account.chart.template, or going through the accounting settings.
Was task task: 2243420
Was PR #50308
Related: odoo/upgrade#1121
Related: odoo/enterprise#10252
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
In a general manner,
the chart templates should not be set to noupdate,
that way, if a new company starts in an existing database,
it starts with an up-to-date chart of accounts.
For instance,
if the chart of template is not updated from
12.0 to 13.0, the `default_pos_receivable_account_id`
is not added in the chart template,
and when a new company is created,
the default pos receivable account is not set on the company.
Besides, the field `res.company``account_default_pos_receivable_account_id`
is not displayed on any form view,
whether or not the full accounting is installed,
so we must especially pay attention this default account is well set
from start, as the user as no opportunity to correct this by himself.
In addition,
in upgrade scripts,
the default pos receivable account on the chart template
is used to correctly set the pos receivable account on the company
and on the pos payment methods,
so it must be well set for the upgrade script to do its job correctly.
Technically, it means, without this revision, the fields:
- `account.chart.template``default_pos_receivable_account_id`,
- `res.company``account_default_pos_receivable_account_id`,
- `pos.payment.method``receivable_account_id`
were not filled properly on upgrade,
causing critical issues in the accounting entries on pos session closing.
Related to #52786
Related to odoo/upgrade@ccfd2371efclosesodoo/odoo#52870
X-original-commit: 3258ba015ff75b7c176d83a44261d24ebfcc26de
Signed-off-by: Denis Ledoux (dle) <dle@odoo.com>
Task 2198388
When testing and demoing localization, it can but cumbersome to create a
Company with the right credentials and install the chart of account on
it.
This commit aims to shorten the process. The first version only contains
a valid vat (or similar) number, but we should add fields specific to
localization in the future so that we have a working environment as soon
as we install the localization.
change manifest
closesodoo/odoo#48102
Signed-off-by: Josse Colpaert <jco@openerp.com>
There are few fields added on settings and on company form view
by various l10n modules which are meant for particular country's
user and are of no use to others. Such fields should be hidden
from unrelated users. With this commit, it will be the case.
closes odoo/odoo#35755
Task: 2049977
Closes: #35755
Related: odoo/enterprise#5158
Related: odoo/enterprise#5158
Signed-off-by: Josse Colpaert <jco@openerp.com>
Purpose
=======
The current kanban view is messy. It is difficult to identify which
apps are installed or not. The user can completely miss a module
that might have interested him. A search panel would make things way
more readable.
closesodoo/odoo#44401
Taskid: 2181557
Related: odoo/enterprise#8144
Related: odoo/upgrade#879
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Fix account type on 108.01.01 & 108.02.01
According to the SAT catalog must be an account of Current Assets
Fix the account type and the tag on 811.01.01
According to the SAT catalog must be an account of Expenses, and the tag
must be 811.01
The correct account for unaffected earnings in the SAT catalog is 305.01,
then, was added the account and assigned the correct type.
closesodoo/odoo#46046
X-original-commit: 632cc5417796ff375d47767fd7cdb358a5d4ce94
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
Was still using the old "selection:" form instead of ir.model.field.selection
closesodoo/odoo#44322
X-original-commit: fdf9b06d76f95965ed173b1631305f8c8c3a8d9d
Related: odoo/enterprise#8050
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
Followup of a425695e
The terms were back in 12.0
Courtesy of Juan José Scarafía
closesodoo/odoo#41624
X-original-commit: 85d0c7001a997748d7691205bbb8d066597591a5
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
This issue is relevant for MX Localization because Cash Basis is created
with the rate of the payment, and not with the rate of the invoice as is
done for odoo core.
closesodoo/odoo#38399
X-original-commit: 10bb81c837c0d88ac4ec396442bd86a654c78646
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
Before this commit when installing l10n_mx chart of accounts taxes for
0% and 4% were the ones assigned by default in products or in invoices
for sales and purchase, respectively.
Reason was wrong sequence in the Template of Taxes, combined with order
of creation, ids.
now the two ones with lowest sequence are the 16% Taxes.
closesodoo/odoo#37642
X-original-commit: 357943e9440683f2bff01dc2f1ef074e5104769a
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
The domain for the tags in the taxes indicates that the country must be
the same that the tax country:
domain="[('applicability', '=', 'taxes'), ('country_id', '=', country_id)]"
For this reason is necessary assign the country in the tags, to allow
register new taxes or change the tag in the records created.
closesodoo/odoo#37482
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
This commit deletes account_cancel module and squash it into account.
The 'update_posted' field is changed by 'restrict_mode_hash_table' field.
If 'restrict_mode_hash_table' is true, you have a hash chain on your account journal.
These hash chains prove the inalterability of your accounting.
l10n_fr_certification module is deleted and all hashing method are moved in account module.
Now, you can download a PDF report about your inalterability in the company settings.
If you have l10n_fr or l10n_post_cert installed you have more information on this report
like the inalterability of pos orders, etc.
Task ID: 2039160
The tags in the tax are created for the Mexican taxes (IVA, ISR & IEPS)
This was assigned in the taxes on 3efefd2171,
but in the commit 333c22edd9
was removed from the tax 0%.
Now was returned that data, to be consistent with the tax for 16%
closesodoo/odoo#36206
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
When is used the option to get the CoA reports based on groups, is
necessary set the tag in each group, then, is necessary load the tags
for second level in the SAT catalog for accounts.
This module provide you a data from Mexican Bank data extracted
from `SAT Bank catalog
<http://www.sat.gob.mx/fichas_tematicas/buzon_tributario/Documents/catalogo_bancos.pdf>`_.
Additionally was added the following fields:
- ASM code in Banks: to identify banking institutions by ASM standard
- CLABE code in Bank Accounts: required to the sending and receiving
of domestic inter-bank electronic funds transfer.
closesodoo/odoo#35742
Signed-off-by: Josse Colpaert <jco@openerp.com>
Before, we only had a public method that installed
the CoA for the current active company.
With the multi-company changes, it was not
possible anymore to install a module with a
demo company and then have the CoA installed
in that demo company correctly.
We changed that public method to be able to
put an extra optional parameter and shortened
its name to try_loading instead of
try_loading_for_current_company. The method that
it calls when there is no chart installed
is made private and renamed to _load.
closesodoo/odoo#35703
Signed-off-by: Quentin De Paoli (qdp) <qdp@openerp.com>
[IMP] l10n_*: don't define accounts or tags on tax repartition line templates anymore for 0% taxes
[FIX] account: remove old function used to migrate the former tax model, incompatible with the new one
