Merge pull request #236 from Eficent/12.0-mig-account_partner_reconcile
[12.0] [MIG] account_partner_reconcilepull/255/head
Pedro M. Baeza
GitHub
commit
044d44ba6b
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=========================
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Account Partner Reconcile
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=========================
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--payment-lightgray.png?logo=github
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:target: https://github.com/OCA/account-payment/tree/12.0/account_partner_reconcile
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:alt: OCA/account-payment
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-payment-12-0/account-payment-12-0-account_partner_reconcile
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
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:target: https://runbot.odoo-community.org/runbot/96/12.0
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:alt: Try me on Runbot
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module adds a button "Match Payments" in the customer & suppliers form
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view to allow to start the matching of invoices & payments for that partner.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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The button is visible only to users that belong to the accounting groups
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"Accountant" or "Adviser".
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Usage
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=====
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#. Enable 'Show Full Accounting Features'
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#. Create a new Customer Invoice and Payment
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#. Go to the Customer/Supplier view form and click on Match payments
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-payment/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us smashing it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-payment/issues/new?body=module:%20account_partner_reconcile%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Eficent
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*
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Contributors
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~~~~~~~~~~~~
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* Jordi Ballester <jordi.ballester@eficent.com>
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* Jaume Planas <jaume.planas@minorisa.net>
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/account-payment <https://github.com/OCA/account-payment/tree/12.0/account_partner_reconcile>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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from . import models
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# Copyright 2017-19 Eficent Business and IT Consulting Services S.L.
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# (http://www.eficent.com)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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{
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'name': "Account Partner Reconcile",
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'version': '12.0.1.0.0',
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'category': 'Accounting',
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'author': 'Eficent,'
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'Odoo Community Association (OCA), ',
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'website': 'https://github.com/OCA/account-reconcile',
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'license': 'AGPL-3',
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"depends": [
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'account',
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],
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"data": [
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'views/res_partner_view.xml',
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],
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"installable": True
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}
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# Translation of Odoo Server.
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# This file contains the translation of the following modules:
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# * account_partner_reconcile
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#
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo Server 11.0\n"
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"Report-Msgid-Bugs-To: \n"
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"Last-Translator: <>\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: \n"
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#. module: account_partner_reconcile
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#: model:ir.model,name:account_partner_reconcile.model_res_partner
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msgid "Contact"
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msgstr ""
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#. module: account_partner_reconcile
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#: model:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
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msgid "Match payments"
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msgstr ""
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from . import res_partner
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# Copyright 2017-19 Eficent Business and IT Consulting Services S.L.
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# (http://www.eficent.com)
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
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from odoo import api, models
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class ResPartner(models.Model):
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_inherit = 'res.partner'
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@api.multi
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def action_open_reconcile(self):
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# Open reconciliation view for customers
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accounts = self.env['account.account']
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accounts += (self.property_account_receivable_id +
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self.property_account_payable_id)
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action_context = {'show_mode_selector': True,
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'partner_ids': [self.id, ],
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'account_ids': accounts.ids}
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return {
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'type': 'ir.actions.client',
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'tag': 'manual_reconciliation_view',
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'context': action_context,
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}
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The button is visible only to users that belong to the accounting groups
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"Accountant" or "Adviser".
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|
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@ -0,0 +1,2 @@
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* Jordi Ballester <jordi.ballester@eficent.com>
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* Jaume Planas <jaume.planas@minorisa.net>
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|
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@ -0,0 +1,2 @@
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This module adds a button "Match Payments" in the customer & suppliers form
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view to allow to start the matching of invoices & payments for that partner.
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|
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@ -0,0 +1,3 @@
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#. Enable 'Show Full Accounting Features'
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#. Create a new Customer Invoice and Payment
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#. Go to the Customer/Supplier view form and click on Match payments
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Binary file not shown.
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<title>Account Partner Reconcile</title>
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|
||||
margin: 2em 4em }
|
||||
|
||||
table.docutils {
|
||||
margin-top: 0.5em ;
|
||||
margin-bottom: 0.5em }
|
||||
|
||||
table.footnote {
|
||||
border-left: solid 1px black;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docutils td, table.docutils th,
|
||||
table.docinfo td, table.docinfo th {
|
||||
padding-left: 0.5em ;
|
||||
padding-right: 0.5em ;
|
||||
vertical-align: top }
|
||||
|
||||
table.docutils th.field-name, table.docinfo th.docinfo-name {
|
||||
font-weight: bold ;
|
||||
text-align: left ;
|
||||
white-space: nowrap ;
|
||||
padding-left: 0 }
|
||||
|
||||
/* "booktabs" style (no vertical lines) */
|
||||
table.docutils.booktabs {
|
||||
border: 0px;
|
||||
border-top: 2px solid;
|
||||
border-bottom: 2px solid;
|
||||
border-collapse: collapse;
|
||||
}
|
||||
table.docutils.booktabs * {
|
||||
border: 0px;
|
||||
}
|
||||
table.docutils.booktabs th {
|
||||
border-bottom: thin solid;
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
||||
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
||||
font-size: 100% }
|
||||
|
||||
ul.auto-toc {
|
||||
list-style-type: none }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="account-partner-reconcile">
|
||||
<h1 class="title">Account Partner Reconcile</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-payment/tree/12.0/account_partner_reconcile"><img alt="OCA/account-payment" src="https://img.shields.io/badge/github-OCA%2Faccount--payment-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-payment-12-0/account-payment-12-0-account_partner_reconcile"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/96/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module adds a button “Match Payments” in the customer & suppliers form
|
||||
view to allow to start the matching of invoices & payments for that partner.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="id3">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="id4">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="id5">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="id7">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#id1">Configuration</a></h1>
|
||||
<p>The button is visible only to users that belong to the accounting groups
|
||||
“Accountant” or “Adviser”.</p>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#id2">Usage</a></h1>
|
||||
<ol class="arabic simple">
|
||||
<li>Enable ‘Show Full Accounting Features’</li>
|
||||
<li>Create a new Customer Invoice and Payment</li>
|
||||
<li>Go to the Customer/Supplier view form and click on Match payments</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#id3">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-payment/issues">GitHub Issues</a>.
|
||||
In case of trouble, please check there if your issue has already been reported.
|
||||
If you spotted it first, help us smashing it by providing a detailed and welcomed
|
||||
<a class="reference external" href="https://github.com/OCA/account-payment/issues/new?body=module:%20account_partner_reconcile%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h1><a class="toc-backref" href="#id4">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#id5">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Eficent</li>
|
||||
<li></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#id6">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Jordi Ballester <<a class="reference external" href="mailto:jordi.ballester@eficent.com">jordi.ballester@eficent.com</a>></li>
|
||||
<li>Jaume Planas <<a class="reference external" href="mailto:jaume.planas@minorisa.net">jaume.planas@minorisa.net</a>></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#id7">Maintainers</a></h2>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||||
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
|
||||
mission is to support the collaborative development of Odoo features and
|
||||
promote its widespread use.</p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-payment/tree/12.0/account_partner_reconcile">OCA/account-payment</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
|
|
@ -0,0 +1,5 @@
|
|||
# Copyright 2017 Eficent Business and IT Consulting Services S.L.
|
||||
# (http://www.eficent.com)
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
from . import test_account_partner_reconcile
|
||||
|
|
@ -0,0 +1,38 @@
|
|||
# Copyright 2017-19 Eficent Business and IT Consulting Services S.L.
|
||||
# (http://www.eficent.com)
|
||||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||
|
||||
from odoo.tests.common import TransactionCase
|
||||
|
||||
|
||||
class TestAccountPartnerReconcile(TransactionCase):
|
||||
"""
|
||||
Tests for Account Partner Reconcile.
|
||||
"""
|
||||
|
||||
def setUp(self):
|
||||
super(TestAccountPartnerReconcile, self).setUp()
|
||||
|
||||
self.partner1 = self.env.ref('base.res_partner_1')
|
||||
|
||||
def test_account_partner_reconcile(self):
|
||||
res = self.partner1.action_open_reconcile()
|
||||
|
||||
# assertDictContainsSubset is deprecated in Python <3.2
|
||||
expect = {
|
||||
'type': 'ir.actions.client',
|
||||
'tag': 'manual_reconciliation_view',
|
||||
}
|
||||
self.assertDictEqual(
|
||||
expect, {k: v for k, v in res.items() if k in expect},
|
||||
'There was an error and the manual_reconciliation_view '
|
||||
'couldn\'t be opened.')
|
||||
|
||||
expect = {
|
||||
'partner_ids': self.partner1.ids,
|
||||
'show_mode_selector': True,
|
||||
}
|
||||
self.assertDictEqual(
|
||||
expect, {k: v for k, v in res['context'].items() if k in expect},
|
||||
'There was an error and the manual_reconciliation_view '
|
||||
'couldn\'t be opened.')
|
||||
|
|
@ -0,0 +1,22 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<odoo>
|
||||
<!--Copyright 2017-19 Eficent Business and IT Consulting Services S.L.-->
|
||||
<!--(http://www.eficent.com)-->
|
||||
<!--License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).-->
|
||||
<record id="res_partner_view_buttons" model="ir.ui.view">
|
||||
<field name="name">res.partner.view.buttons</field>
|
||||
<field name="model">res.partner</field>
|
||||
<field name="inherit_id" ref="base.view_partner_form" />
|
||||
<field name="priority" eval="20"/>
|
||||
<field name="groups_id" eval="[(4, ref('account.group_account_invoice'))]"/>
|
||||
<field name="arch" type="xml">
|
||||
<div name="button_box" position="inside">
|
||||
<button class="oe_stat_button" type="object"
|
||||
name="action_open_reconcile"
|
||||
icon="fa-usd" string="Match payments">
|
||||
</button>
|
||||
</div>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
Loading…
Reference in New Issue