Ricardo Gomes Rodrigues (rigr)
3dad4b3cb1
This commit improves the payment terms by: - making the payment terms lines editable on-the-fly removing the need for a wizard - refactoring the computation of the payment terms - adds new demo data for payment terms - adds an example section where the user can test and preview the due dates and amount of its payment terms - adding a new parameter "Display terms on invoice". If set, the payment deadlines and respective due amounts will be detailed on invoices. The refactoring: - adds a field `months` (months to add after the invoice date) - adds a field `end_month` (if True, switch to the end of the month after having added months or days) - renames the field `day_of_the_month` to `days_after` (days to be added after the switching to the end of the month, only if `end_month` is set) - deletes the field `option` which was too restrictive - modifies the calculation of the payments terms taking into account these new fields This allows some combinations that were not possible before. Example: The French payment terms "30 jours fin de mois le 10" (which should be interpreted as "10 days after the end of the next month") can be encoded as ``` months = 1 days = 0 end_month = True days_after = 10 ``` Task id 2852814 closes odoo/odoo#91490 Related: odoo/enterprise#29661 Related: odoo/upgrade#3524 Signed-off-by: Laurent Smet <las@odoo.com>
165 lines
7.9 KiB
XML
165 lines
7.9 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data noupdate="1">
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<record forcecreate="True" id="decimal_payment" model="decimal.precision">
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<field name="name">Payment Terms</field>
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<field name="digits">6</field>
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</record>
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<!-- Open Settings from Purchase Journal to configure mail servers -->
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<record id="action_open_settings" model="ir.actions.act_window">
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<field name="name">Settings</field>
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<field name="res_model">res.config.settings</field>
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<field name="view_mode">form</field>
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<field name="target">inline</field>
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<field name="context" eval="{'module': 'general_settings', 'bin_size': False}"/>
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</record>
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<!-- TAGS FOR CASH FLOW STATEMENT DIRECT METHOD -->
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<record id="account_tag_operating" model="account.account.tag">
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<field name="name">Operating Activities</field>
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<field name="applicability">accounts</field>
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</record>
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<record id="account_tag_financing" model="account.account.tag">
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<field name="name">Financing Activities</field>
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<field name="applicability">accounts</field>
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</record>
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<record id="account_tag_investing" model="account.account.tag">
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<field name="name">Investing & Extraordinary Activities</field>
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<field name="applicability">accounts</field>
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</record>
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<!--
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Payment terms
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-->
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<record id="account_payment_term_immediate" model="account.payment.term">
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<field name="name">Immediate Payment</field>
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<field name="note">Payment terms: Immediate Payment</field>
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<field name="line_ids" eval="[Command.clear(), Command.create({'value': 'balance', 'value_amount': 0.0})]"/>
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</record>
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<record id="account_payment_term_15days" model="account.payment.term">
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<field name="name">15 Days</field>
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<field name="note">Payment terms: 15 Days</field>
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<field name="line_ids" eval="[Command.clear(), Command.create({'value': 'balance', 'value_amount': 0.0, 'days': 15})]"/>
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</record>
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<record id="account_payment_term_21days" model="account.payment.term">
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<field name="name">21 Days</field>
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<field name="note">Payment terms: 21 Days</field>
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<field name="line_ids" eval="[Command.clear(), Command.create({'value': 'balance', 'value_amount': 0.0, 'days': 21})]"/>
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</record>
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<record id="account_payment_term_30days" model="account.payment.term">
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<field name="name">30 Days</field>
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<field name="note">Payment terms: 30 Days</field>
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<field name="line_ids" eval="[Command.clear(), Command.create({'value': 'balance', 'value_amount': 0.0, 'days': 30})]"/>
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</record>
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<record id="account_payment_term_45days" model="account.payment.term">
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<field name="name">45 Days</field>
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<field name="note">Payment terms: 45 Days</field>
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<field name="line_ids" eval="[Command.clear(), Command.create({'value': 'balance', 'value_amount': 0.0, 'days': 45})]"/>
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</record>
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<record id="account_payment_term_2months" model="account.payment.term">
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<field name="name">2 Months</field>
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<field name="note">Payment terms: 2 Months</field>
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<field name="line_ids" eval="[Command.clear(), Command.create({'value': 'balance', 'value_amount': 0.0, 'months': 2})]"/>
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</record>
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<record id="account_payment_term_end_following_month" model="account.payment.term">
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<field name="name">End of Following Month</field>
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<field name="note">Payment terms: End of Following Month</field>
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<field name="line_ids" eval="[Command.clear(), Command.create({'value': 'balance', 'value_amount': 0.0, 'months': 1, 'end_month': True})]"/>
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</record>
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<record id="account_payment_term_30_days_end_month_the_10" model="account.payment.term">
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<field name="name">30 days End of Month on the 10th</field>
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<field name="note">Payment terms: 30 days End of Month on the 10th</field>
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<field name="line_ids" eval="[Command.clear(), Command.create({'value': 'balance', 'value_amount': 0.0, 'months': 1, 'end_month': True, 'days_after': 10})]"/>
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</record>
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<record id="account_payment_term_advance_60days" model="account.payment.term">
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<field name="name">30% Now, Balance 60 Days</field>
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<field name="note">Payment terms: 30% Now, Balance 60 Days</field>
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<field name="line_ids" eval="[
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Command.clear(),
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Command.create({'value': 'percent', 'value_amount': 30.0, 'days': 0}),
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Command.create({'value': 'balance', 'value_amount': 0.0, 'days': 60})]"/>
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</record>
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<!--
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Account Statement Sequences
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-->
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<record id="sequence_reconcile_seq" model="ir.sequence">
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<field name="name">Account reconcile sequence</field>
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<field name="code">account.reconcile</field>
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<field name="prefix">A</field>
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<field eval="1" name="number_next"/>
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<field eval="1" name="number_increment"/>
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<field eval="False" name="company_id"/>
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</record>
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<!-- Account-related subtypes for messaging / Chatter -->
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<record id="mt_invoice_validated" model="mail.message.subtype">
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<field name="name">Validated</field>
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<field name="res_model">account.move</field>
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<field name="default" eval="False"/>
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<field name="description">Invoice validated</field>
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</record>
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<record id="mt_invoice_paid" model="mail.message.subtype">
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<field name="name">Paid</field>
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<field name="res_model">account.move</field>
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<field name="default" eval="False"/>
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<field name="description">Invoice paid</field>
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</record>
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<record id="mt_invoice_created" model="mail.message.subtype">
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<field name="name">Invoice Created</field>
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<field name="res_model">account.move</field>
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<field name="default" eval="False"/>
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<field name="hidden" eval="True"/>
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<field name="description">Invoice Created</field>
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</record>
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<!-- Payment methods -->
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<record id="account_payment_method_manual_in" model="account.payment.method">
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<field name="name">Manual</field>
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<field name="code">manual</field>
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<field name="payment_type">inbound</field>
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</record>
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<record id="account_payment_method_manual_out" model="account.payment.method">
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<field name="name">Manual</field>
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<field name="code">manual</field>
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<field name="payment_type">outbound</field>
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</record>
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<!-- Account Tax Group -->
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<record id="tax_group_taxes" model="account.tax.group">
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<field name="name">Taxes</field>
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<field name="sequence">0</field>
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</record>
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<!-- Partner Trust Property -->
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<record forcecreate="True" id="default_followup_trust" model="ir.property">
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<field name="name">Followup Trust Property</field>
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<field name="fields_id" search="[('model', '=', 'res.partner'), ('name', '=', 'trust')]"/>
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<field name="value">normal</field>
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<field name="type">selection</field>
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</record>
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<!-- Share Button in action menu -->
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<record id="model_account_move_action_share" model="ir.actions.server">
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<field name="name">Share</field>
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<field name="model_id" ref="account.model_account_move"/>
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<field name="binding_model_id" ref="account.model_account_move"/>
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<field name="binding_view_types">form</field>
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<field name="state">code</field>
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<field name="code">action = records.action_share()</field>
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</record>
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</data>
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</odoo>
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