Merge 7a9867c4ca into eec5655c15
ArnauCForgeFlow
GitHub
commit
ea70cd4e5c
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=========================
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Account Partner Reconcile
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=========================
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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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!! source digest: sha256:46ced13a239a0f5f479e0eb1e7e81e02831abda167983e2997e3b58daca655bd
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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--reconcile-lightgray.png?logo=github
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:target: https://github.com/OCA/account-reconcile/tree/17.0/account_partner_reconcile
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:alt: OCA/account-reconcile
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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-reconcile-17-0/account-reconcile-17-0-account_partner_reconcile
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-reconcile&target_branch=17.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module adds the buttons "Match Receivables" (& "Match Payables") in
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the customer (& suppliers) form view to allow to start the matching of
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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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1. Enable 'Show Full Accounting Features'
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2. Create a new Customer Invoice and Payment
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3. Go to the Customer/Supplier view form and click on Match payments
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Bug Tracker
|
||||||
|
===========
|
||||||
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|
||||||
|
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-reconcile/issues>`_.
|
||||||
|
In case of trouble, please check there if your issue has already been reported.
|
||||||
|
If you spotted it first, help us to smash it by providing a detailed and welcomed
|
||||||
|
`feedback <https://github.com/OCA/account-reconcile/issues/new?body=module:%20account_partner_reconcile%0Aversion:%2017.0%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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Authors
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||||||
|
-------
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||||||
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||||||
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* ForgeFlow
|
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||||||
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Contributors
|
||||||
|
------------
|
||||||
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|
||||||
|
- Jordi Ballester <jordi.ballester@forgeflow.com>
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- Jaume Planas <jaume.planas@minorisa.net>
|
||||||
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- Ahmet Yiğit Budak <yigit@altinkaya.com>
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|
||||||
|
Maintainers
|
||||||
|
-----------
|
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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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|
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|
This module is part of the `OCA/account-reconcile <https://github.com/OCA/account-reconcile/tree/17.0/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 2017-20 ForgeFlow S.L. (http://www.forgeflow.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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{
|
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"name": "Account Partner Reconcile",
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||||||
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"version": "17.0.1.0.0",
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"category": "Accounting",
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"author": "ForgeFlow, 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": ["account_reconcile_oca"],
|
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"data": ["views/res_partner_view.xml"],
|
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"installable": True,
|
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|
}
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# Translation of Odoo Server.
|
||||||
|
# This file contains the translation of the following modules:
|
||||||
|
# * 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 16.0\n"
|
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"Report-Msgid-Bugs-To: \n"
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"Last-Translator: \n"
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"Language-Team: \n"
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"MIME-Version: 1.0\n"
|
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: \n"
|
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|
|
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|
#. module: account_partner_reconcile
|
||||||
|
#: model:ir.model,name:account_partner_reconcile.model_res_partner
|
||||||
|
msgid "Contact"
|
||||||
|
msgstr ""
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
||||||
|
msgid "Match Payables"
|
||||||
|
msgstr ""
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
||||||
|
msgid "Match Receivables"
|
||||||
|
msgstr ""
|
||||||
|
|
@ -0,0 +1,32 @@
|
||||||
|
# Translation of Odoo Server.
|
||||||
|
# This file contains the translation of the following modules:
|
||||||
|
# * account_partner_reconcile
|
||||||
|
#
|
||||||
|
msgid ""
|
||||||
|
msgstr ""
|
||||||
|
"Project-Id-Version: Odoo Server 15.0\n"
|
||||||
|
"Report-Msgid-Bugs-To: \n"
|
||||||
|
"PO-Revision-Date: 2024-05-31 12:36+0000\n"
|
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"Last-Translator: Hans Henrik Gabelgaard <hhg@gabelgaard.org>\n"
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"Language-Team: none\n"
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"Language: da\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: nplurals=2; plural=n != 1;\n"
|
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"X-Generator: Weblate 4.17\n"
|
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|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model:ir.model,name:account_partner_reconcile.model_res_partner
|
||||||
|
msgid "Contact"
|
||||||
|
msgstr "Kontakt"
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
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|
msgid "Match Payables"
|
||||||
|
msgstr "Udlign udbetalinger"
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
||||||
|
msgid "Match Receivables"
|
||||||
|
msgstr "Udlign indbetalinger"
|
||||||
|
|
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|
||||||
|
# Translation of Odoo Server.
|
||||||
|
# This file contains the translation of the following modules:
|
||||||
|
# * account_partner_reconcile
|
||||||
|
#
|
||||||
|
msgid ""
|
||||||
|
msgstr ""
|
||||||
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"Project-Id-Version: Odoo Server 12.0\n"
|
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"Report-Msgid-Bugs-To: \n"
|
||||||
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"PO-Revision-Date: 2020-01-01 21:13+0000\n"
|
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"Last-Translator: Daniel Luque <danielluque14@gmail.com>\n"
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"Language-Team: none\n"
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"Language: es\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: nplurals=2; plural=n != 1;\n"
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"X-Generator: Weblate 3.10\n"
|
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|
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|
#. module: account_partner_reconcile
|
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|
#: model:ir.model,name:account_partner_reconcile.model_res_partner
|
||||||
|
msgid "Contact"
|
||||||
|
msgstr "Contacto"
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
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msgid "Match Payables"
|
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|
msgstr "Conciliar Pagos"
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
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msgid "Match Receivables"
|
||||||
|
msgstr "Conciliar Cobros"
|
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|
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|
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|
# Translation of Odoo Server.
|
||||||
|
# This file contains the translation of the following modules:
|
||||||
|
# * account_partner_reconcile
|
||||||
|
#
|
||||||
|
msgid ""
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||||||
|
msgstr ""
|
||||||
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"Project-Id-Version: Odoo Server 14.0\n"
|
||||||
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"Report-Msgid-Bugs-To: \n"
|
||||||
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"PO-Revision-Date: 2021-11-15 01:36+0000\n"
|
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"Last-Translator: Ignacio Buioli <ibuioli@gmail.com>\n"
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"Language-Team: none\n"
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"Language: es_AR\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: nplurals=2; plural=n != 1;\n"
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"X-Generator: Weblate 4.3.2\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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||||||
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msgstr "Contacto"
|
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|
||||||
|
#. module: account_partner_reconcile
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||||||
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#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
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msgid "Match Payables"
|
||||||
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msgstr "Igualar Cuentas a Pagar"
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#. module: account_partner_reconcile
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#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
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msgid "Match Receivables"
|
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msgstr "Igualar Cuentas a Cobrar"
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#~ msgid "Display Name"
|
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#~ msgstr "Mostrar Nombre"
|
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#~ msgid "ID"
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#~ msgstr "ID"
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#~ msgid "Last Modified on"
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#~ msgstr "Última modificación en"
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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 14.0\n"
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"Report-Msgid-Bugs-To: \n"
|
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"PO-Revision-Date: 2021-11-10 20:35+0000\n"
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"Last-Translator: Yves Le Doeuff <yld@alliasys.fr>\n"
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"Language-Team: none\n"
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"Language: fr\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: nplurals=2; plural=n > 1;\n"
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"X-Generator: Weblate 4.3.2\n"
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#. module: account_partner_reconcile
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#: model:ir.model,name:account_partner_reconcile.model_res_partner
|
||||||
|
msgid "Contact"
|
||||||
|
msgstr ""
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
||||||
|
msgid "Match Payables"
|
||||||
|
msgstr "Lettrage Fournisseur"
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
||||||
|
msgid "Match Receivables"
|
||||||
|
msgstr "Lettrage Client"
|
||||||
|
|
||||||
|
#~ msgid "Display Name"
|
||||||
|
#~ msgstr "Nom affiché"
|
||||||
|
|
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|
#~ msgid "Last Modified on"
|
||||||
|
#~ msgstr "Dernière modification le"
|
||||||
|
|
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|
||||||
|
# Translation of Odoo Server.
|
||||||
|
# This file contains the translation of the following modules:
|
||||||
|
# * account_partner_reconcile
|
||||||
|
#
|
||||||
|
msgid ""
|
||||||
|
msgstr ""
|
||||||
|
"Project-Id-Version: Odoo Server 14.0\n"
|
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|
"Report-Msgid-Bugs-To: \n"
|
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|
"PO-Revision-Date: 2021-11-10 20:35+0000\n"
|
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"Last-Translator: Yves Le Doeuff <yld@alliasys.fr>\n"
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"Language-Team: none\n"
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"Language: fr_FR\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: \n"
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"Plural-Forms: nplurals=2; plural=n > 1;\n"
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"X-Generator: Weblate 4.3.2\n"
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|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model:ir.model,name:account_partner_reconcile.model_res_partner
|
||||||
|
msgid "Contact"
|
||||||
|
msgstr ""
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
||||||
|
msgid "Match Payables"
|
||||||
|
msgstr "Lettrage Fournisseur"
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
||||||
|
msgid "Match Receivables"
|
||||||
|
msgstr "Lettrage Client"
|
||||||
|
|
||||||
|
#~ msgid "Display Name"
|
||||||
|
#~ msgstr "Nom affiché"
|
||||||
|
|
||||||
|
#~ msgid "Last Modified on"
|
||||||
|
#~ msgstr "Dernière modification le"
|
||||||
|
|
@ -0,0 +1,32 @@
|
||||||
|
# Translation of Odoo Server.
|
||||||
|
# This file contains the translation of the following modules:
|
||||||
|
# * account_partner_reconcile
|
||||||
|
#
|
||||||
|
msgid ""
|
||||||
|
msgstr ""
|
||||||
|
"Project-Id-Version: Odoo Server 16.0\n"
|
||||||
|
"Report-Msgid-Bugs-To: \n"
|
||||||
|
"PO-Revision-Date: 2025-02-15 11:06+0000\n"
|
||||||
|
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
|
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|
"Language-Team: none\n"
|
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|
"Language: it\n"
|
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|
"MIME-Version: 1.0\n"
|
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|
"Content-Type: text/plain; charset=UTF-8\n"
|
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|
"Content-Transfer-Encoding: \n"
|
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|
"Plural-Forms: nplurals=2; plural=n != 1;\n"
|
||||||
|
"X-Generator: Weblate 5.6.2\n"
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model:ir.model,name:account_partner_reconcile.model_res_partner
|
||||||
|
msgid "Contact"
|
||||||
|
msgstr "Contatto"
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
||||||
|
msgid "Match Payables"
|
||||||
|
msgstr "Abbina i debiti"
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
||||||
|
msgid "Match Receivables"
|
||||||
|
msgstr "Abbina i crediti"
|
||||||
|
|
@ -0,0 +1,41 @@
|
||||||
|
# Translation of Odoo Server.
|
||||||
|
# This file contains the translation of the following modules:
|
||||||
|
# * account_partner_reconcile
|
||||||
|
#
|
||||||
|
msgid ""
|
||||||
|
msgstr ""
|
||||||
|
"Project-Id-Version: Odoo Server 14.0\n"
|
||||||
|
"Report-Msgid-Bugs-To: \n"
|
||||||
|
"PO-Revision-Date: 2021-10-29 21:35+0000\n"
|
||||||
|
"Last-Translator: Pedro Castro Silva <pedrocs@exo.pt>\n"
|
||||||
|
"Language-Team: none\n"
|
||||||
|
"Language: pt\n"
|
||||||
|
"MIME-Version: 1.0\n"
|
||||||
|
"Content-Type: text/plain; charset=UTF-8\n"
|
||||||
|
"Content-Transfer-Encoding: \n"
|
||||||
|
"Plural-Forms: nplurals=2; plural=n > 1;\n"
|
||||||
|
"X-Generator: Weblate 4.3.2\n"
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model:ir.model,name:account_partner_reconcile.model_res_partner
|
||||||
|
msgid "Contact"
|
||||||
|
msgstr "Contacto"
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
||||||
|
msgid "Match Payables"
|
||||||
|
msgstr "Reconc. Pagam."
|
||||||
|
|
||||||
|
#. module: account_partner_reconcile
|
||||||
|
#: model_terms:ir.ui.view,arch_db:account_partner_reconcile.res_partner_view_buttons
|
||||||
|
msgid "Match Receivables"
|
||||||
|
msgstr "Reconc. Recebim."
|
||||||
|
|
||||||
|
#~ msgid "Display Name"
|
||||||
|
#~ msgstr "Nome a Exibir"
|
||||||
|
|
||||||
|
#~ msgid "ID"
|
||||||
|
#~ msgstr "ID"
|
||||||
|
|
||||||
|
#~ msgid "Last Modified on"
|
||||||
|
#~ msgstr "Última Modific. em"
|
||||||
|
|
@ -0,0 +1 @@
|
||||||
|
from . import res_partner
|
||||||
|
|
@ -0,0 +1,28 @@
|
||||||
|
# Copyright 2017-20 ForgeFlow S.L. (http://www.forgeflow.com)
|
||||||
|
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||||
|
|
||||||
|
from odoo import models
|
||||||
|
|
||||||
|
|
||||||
|
class ResPartner(models.Model):
|
||||||
|
_inherit = "res.partner"
|
||||||
|
|
||||||
|
def action_open_reconcile(self):
|
||||||
|
# Open reconciliation view for customers and suppliers
|
||||||
|
self.ensure_one()
|
||||||
|
|
||||||
|
reconcile_mode = self.env.context.get("reconcile_mode", False)
|
||||||
|
account = self.property_account_payable_id
|
||||||
|
if reconcile_mode == "customers":
|
||||||
|
account = self.property_account_receivable_id
|
||||||
|
|
||||||
|
action = self.env["ir.actions.act_window"]._for_xml_id(
|
||||||
|
"account_reconcile_oca.account_account_reconcile_act_window"
|
||||||
|
)
|
||||||
|
|
||||||
|
action["domain"] = [
|
||||||
|
("account_id", "=", account.id),
|
||||||
|
("partner_id", "=", self.id),
|
||||||
|
]
|
||||||
|
|
||||||
|
return action
|
||||||
|
|
@ -0,0 +1,3 @@
|
||||||
|
[build-system]
|
||||||
|
requires = ["whool"]
|
||||||
|
build-backend = "whool.buildapi"
|
||||||
|
|
@ -0,0 +1,2 @@
|
||||||
|
The button is visible only to users that belong to the accounting groups
|
||||||
|
"Accountant" or "Adviser".
|
||||||
|
|
@ -0,0 +1,3 @@
|
||||||
|
- Jordi Ballester \<<jordi.ballester@forgeflow.com>\>
|
||||||
|
- Jaume Planas \<<jaume.planas@minorisa.net>\>
|
||||||
|
- Ahmet Yiğit Budak \<<yigit@altinkaya.com>\>
|
||||||
|
|
@ -0,0 +1,3 @@
|
||||||
|
This module adds the buttons "Match Receivables" (& "Match Payables") in
|
||||||
|
the customer (& suppliers) form view to allow to start the matching of
|
||||||
|
invoices & payments for that partner.
|
||||||
|
|
@ -0,0 +1,3 @@
|
||||||
|
1. Enable 'Show Full Accounting Features'
|
||||||
|
2. Create a new Customer Invoice and Payment
|
||||||
|
3. Go to the Customer/Supplier view form and click on Match payments
|
||||||
Binary file not shown.
|
After Width: | Height: | Size: 9.2 KiB |
|
|
@ -0,0 +1,442 @@
|
||||||
|
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
|
||||||
|
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
|
||||||
|
<head>
|
||||||
|
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||||
|
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
|
||||||
|
<title>Account Partner Reconcile</title>
|
||||||
|
<style type="text/css">
|
||||||
|
|
||||||
|
/*
|
||||||
|
:Author: David Goodger (goodger@python.org)
|
||||||
|
:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $
|
||||||
|
:Copyright: This stylesheet has been placed in the public domain.
|
||||||
|
|
||||||
|
Default cascading style sheet for the HTML output of Docutils.
|
||||||
|
Despite the name, some widely supported CSS2 features are used.
|
||||||
|
|
||||||
|
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
|
||||||
|
customize this style sheet.
|
||||||
|
*/
|
||||||
|
|
||||||
|
/* used to remove borders from tables and images */
|
||||||
|
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|
||||||
|
border: 0 }
|
||||||
|
|
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|
table.borderless td, table.borderless th {
|
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|
/* Override padding for "table.docutils td" with "! important".
|
||||||
|
The right padding separates the table cells. */
|
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|
padding: 0 0.5em 0 0 ! important }
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
vertical-align: super;
|
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|
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|
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|
|
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|
a.toc-backref {
|
||||||
|
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|
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|
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|
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|
|
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|
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|
||||||
|
margin: 2em 5em ; }
|
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|
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|
dl.docutils dd {
|
||||||
|
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|
||||||
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|
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|
object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
|
||||||
|
overflow: hidden;
|
||||||
|
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|
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|
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|
dl.docutils dt {
|
||||||
|
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|
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|
*/
|
||||||
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|
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|
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|
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|
|
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|
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|
||||||
|
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|
||||||
|
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|
||||||
|
|
||||||
|
div.admonition, div.attention, div.caution, div.danger, div.error,
|
||||||
|
div.hint, div.important, div.note, div.tip, div.warning {
|
||||||
|
margin: 2em ;
|
||||||
|
border: medium outset ;
|
||||||
|
padding: 1em }
|
||||||
|
|
||||||
|
div.admonition p.admonition-title, div.hint p.admonition-title,
|
||||||
|
div.important p.admonition-title, div.note p.admonition-title,
|
||||||
|
div.tip p.admonition-title {
|
||||||
|
font-weight: bold ;
|
||||||
|
font-family: sans-serif }
|
||||||
|
|
||||||
|
div.attention p.admonition-title, div.caution p.admonition-title,
|
||||||
|
div.danger p.admonition-title, div.error p.admonition-title,
|
||||||
|
div.warning p.admonition-title, .code .error {
|
||||||
|
color: red ;
|
||||||
|
font-weight: bold ;
|
||||||
|
font-family: sans-serif }
|
||||||
|
|
||||||
|
/* Uncomment (and remove this text!) to get reduced vertical space in
|
||||||
|
compound paragraphs.
|
||||||
|
div.compound .compound-first, div.compound .compound-middle {
|
||||||
|
margin-bottom: 0.5em }
|
||||||
|
|
||||||
|
div.compound .compound-last, div.compound .compound-middle {
|
||||||
|
margin-top: 0.5em }
|
||||||
|
*/
|
||||||
|
|
||||||
|
div.dedication {
|
||||||
|
margin: 2em 5em ;
|
||||||
|
text-align: center ;
|
||||||
|
font-style: italic }
|
||||||
|
|
||||||
|
div.dedication p.topic-title {
|
||||||
|
font-weight: bold ;
|
||||||
|
font-style: normal }
|
||||||
|
|
||||||
|
div.figure {
|
||||||
|
margin-left: 2em ;
|
||||||
|
margin-right: 2em }
|
||||||
|
|
||||||
|
div.footer, div.header {
|
||||||
|
clear: both;
|
||||||
|
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|
||||||
|
|
||||||
|
div.line-block {
|
||||||
|
display: block ;
|
||||||
|
margin-top: 1em ;
|
||||||
|
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|
||||||
|
|
||||||
|
div.line-block div.line-block {
|
||||||
|
margin-top: 0 ;
|
||||||
|
margin-bottom: 0 ;
|
||||||
|
margin-left: 1.5em }
|
||||||
|
|
||||||
|
div.sidebar {
|
||||||
|
margin: 0 0 0.5em 1em ;
|
||||||
|
border: medium outset ;
|
||||||
|
padding: 1em ;
|
||||||
|
background-color: #ffffee ;
|
||||||
|
width: 40% ;
|
||||||
|
float: right ;
|
||||||
|
clear: right }
|
||||||
|
|
||||||
|
div.sidebar p.rubric {
|
||||||
|
font-family: sans-serif ;
|
||||||
|
font-size: medium }
|
||||||
|
|
||||||
|
div.system-messages {
|
||||||
|
margin: 5em }
|
||||||
|
|
||||||
|
div.system-messages h1 {
|
||||||
|
color: red }
|
||||||
|
|
||||||
|
div.system-message {
|
||||||
|
border: medium outset ;
|
||||||
|
padding: 1em }
|
||||||
|
|
||||||
|
div.system-message p.system-message-title {
|
||||||
|
color: red ;
|
||||||
|
font-weight: bold }
|
||||||
|
|
||||||
|
div.topic {
|
||||||
|
margin: 2em }
|
||||||
|
|
||||||
|
h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,
|
||||||
|
h4.section-subtitle, h5.section-subtitle, h6.section-subtitle {
|
||||||
|
margin-top: 0.4em }
|
||||||
|
|
||||||
|
h1.title {
|
||||||
|
text-align: center }
|
||||||
|
|
||||||
|
h2.subtitle {
|
||||||
|
text-align: center }
|
||||||
|
|
||||||
|
hr.docutils {
|
||||||
|
width: 75% }
|
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|
|
||||||
|
img.align-left, .figure.align-left, object.align-left, table.align-left {
|
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|
clear: left ;
|
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|
float: left ;
|
||||||
|
margin-right: 1em }
|
||||||
|
|
||||||
|
img.align-right, .figure.align-right, object.align-right, table.align-right {
|
||||||
|
clear: right ;
|
||||||
|
float: right ;
|
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|
margin-left: 1em }
|
||||||
|
|
||||||
|
img.align-center, .figure.align-center, object.align-center {
|
||||||
|
display: block;
|
||||||
|
margin-left: auto;
|
||||||
|
margin-right: auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
table.align-center {
|
||||||
|
margin-left: auto;
|
||||||
|
margin-right: auto;
|
||||||
|
}
|
||||||
|
|
||||||
|
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|
||||||
|
text-align: left }
|
||||||
|
|
||||||
|
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|
||||||
|
clear: both ;
|
||||||
|
text-align: center }
|
||||||
|
|
||||||
|
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|
||||||
|
text-align: right }
|
||||||
|
|
||||||
|
/* reset inner alignment in figures */
|
||||||
|
div.align-right {
|
||||||
|
text-align: inherit }
|
||||||
|
|
||||||
|
/* div.align-center * { */
|
||||||
|
/* text-align: left } */
|
||||||
|
|
||||||
|
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|
||||||
|
vertical-align: top }
|
||||||
|
|
||||||
|
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|
||||||
|
vertical-align: middle }
|
||||||
|
|
||||||
|
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|
||||||
|
vertical-align: bottom }
|
||||||
|
|
||||||
|
ol.simple, ul.simple {
|
||||||
|
margin-bottom: 1em }
|
||||||
|
|
||||||
|
ol.arabic {
|
||||||
|
list-style: decimal }
|
||||||
|
|
||||||
|
ol.loweralpha {
|
||||||
|
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|
||||||
|
|
||||||
|
ol.upperalpha {
|
||||||
|
list-style: upper-alpha }
|
||||||
|
|
||||||
|
ol.lowerroman {
|
||||||
|
list-style: lower-roman }
|
||||||
|
|
||||||
|
ol.upperroman {
|
||||||
|
list-style: upper-roman }
|
||||||
|
|
||||||
|
p.attribution {
|
||||||
|
text-align: right ;
|
||||||
|
margin-left: 50% }
|
||||||
|
|
||||||
|
p.caption {
|
||||||
|
font-style: italic }
|
||||||
|
|
||||||
|
p.credits {
|
||||||
|
font-style: italic ;
|
||||||
|
font-size: smaller }
|
||||||
|
|
||||||
|
p.label {
|
||||||
|
white-space: nowrap }
|
||||||
|
|
||||||
|
p.rubric {
|
||||||
|
font-weight: bold ;
|
||||||
|
font-size: larger ;
|
||||||
|
color: maroon ;
|
||||||
|
text-align: center }
|
||||||
|
|
||||||
|
p.sidebar-title {
|
||||||
|
font-family: sans-serif ;
|
||||||
|
font-weight: bold ;
|
||||||
|
font-size: larger }
|
||||||
|
|
||||||
|
p.sidebar-subtitle {
|
||||||
|
font-family: sans-serif ;
|
||||||
|
font-weight: bold }
|
||||||
|
|
||||||
|
p.topic-title {
|
||||||
|
font-weight: bold }
|
||||||
|
|
||||||
|
pre.address {
|
||||||
|
margin-bottom: 0 ;
|
||||||
|
margin-top: 0 ;
|
||||||
|
font: inherit }
|
||||||
|
|
||||||
|
pre.literal-block, pre.doctest-block, pre.math, pre.code {
|
||||||
|
margin-left: 2em ;
|
||||||
|
margin-right: 2em }
|
||||||
|
|
||||||
|
pre.code .ln { color: gray; } /* line numbers */
|
||||||
|
pre.code, code { background-color: #eeeeee }
|
||||||
|
pre.code .comment, code .comment { color: #5C6576 }
|
||||||
|
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
|
||||||
|
pre.code .literal.string, code .literal.string { color: #0C5404 }
|
||||||
|
pre.code .name.builtin, code .name.builtin { color: #352B84 }
|
||||||
|
pre.code .deleted, code .deleted { background-color: #DEB0A1}
|
||||||
|
pre.code .inserted, code .inserted { background-color: #A3D289}
|
||||||
|
|
||||||
|
span.classifier {
|
||||||
|
font-family: sans-serif ;
|
||||||
|
font-style: oblique }
|
||||||
|
|
||||||
|
span.classifier-delimiter {
|
||||||
|
font-family: sans-serif ;
|
||||||
|
font-weight: bold }
|
||||||
|
|
||||||
|
span.interpreted {
|
||||||
|
font-family: sans-serif }
|
||||||
|
|
||||||
|
span.option {
|
||||||
|
white-space: nowrap }
|
||||||
|
|
||||||
|
span.pre {
|
||||||
|
white-space: pre }
|
||||||
|
|
||||||
|
span.problematic, pre.problematic {
|
||||||
|
color: red }
|
||||||
|
|
||||||
|
span.section-subtitle {
|
||||||
|
/* font-size relative to parent (h1..h6 element) */
|
||||||
|
font-size: 80% }
|
||||||
|
|
||||||
|
table.citation {
|
||||||
|
border-left: solid 1px gray;
|
||||||
|
margin-left: 1px }
|
||||||
|
|
||||||
|
table.docinfo {
|
||||||
|
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. !!
|
||||||
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||||
|
!! source digest: sha256:46ced13a239a0f5f479e0eb1e7e81e02831abda167983e2997e3b58daca655bd
|
||||||
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||||
|
<p><a class="reference external image-reference" 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 image-reference" 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 image-reference" href="https://github.com/OCA/account-reconcile/tree/17.0/account_partner_reconcile"><img alt="OCA/account-reconcile" src="https://img.shields.io/badge/github-OCA%2Faccount--reconcile-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-reconcile-17-0/account-reconcile-17-0-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 image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-reconcile&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||||
|
<p>This module adds the buttons “Match Receivables” (& “Match Payables”) 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="toc-entry-1">Configuration</a></li>
|
||||||
|
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
|
||||||
|
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
|
||||||
|
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
|
||||||
|
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
|
||||||
|
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
|
||||||
|
<li><a class="reference internal" href="#maintainers" id="toc-entry-7">Maintainers</a></li>
|
||||||
|
</ul>
|
||||||
|
</li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
<div class="section" id="configuration">
|
||||||
|
<h1><a class="toc-backref" href="#toc-entry-1">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="#toc-entry-2">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="#toc-entry-3">Bug Tracker</a></h1>
|
||||||
|
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-reconcile/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 to smash it by providing a detailed and welcomed
|
||||||
|
<a class="reference external" href="https://github.com/OCA/account-reconcile/issues/new?body=module:%20account_partner_reconcile%0Aversion:%2017.0%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="#toc-entry-4">Credits</a></h1>
|
||||||
|
<div class="section" id="authors">
|
||||||
|
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
|
||||||
|
<ul class="simple">
|
||||||
|
<li>ForgeFlow</li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
<div class="section" id="contributors">
|
||||||
|
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
|
||||||
|
<ul class="simple">
|
||||||
|
<li>Jordi Ballester <<a class="reference external" href="mailto:jordi.ballester@forgeflow.com">jordi.ballester@forgeflow.com</a>></li>
|
||||||
|
<li>Jaume Planas <<a class="reference external" href="mailto:jaume.planas@minorisa.net">jaume.planas@minorisa.net</a>></li>
|
||||||
|
<li>Ahmet Yiğit Budak <<a class="reference external" href="mailto:yigit@altinkaya.com">yigit@altinkaya.com</a>></li>
|
||||||
|
</ul>
|
||||||
|
</div>
|
||||||
|
<div class="section" id="maintainers">
|
||||||
|
<h2><a class="toc-backref" href="#toc-entry-7">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-reconcile/tree/17.0/account_partner_reconcile">OCA/account-reconcile</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 +1,3 @@
|
||||||
|
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
|
||||||
|
|
||||||
|
from . import test_account_partner_reconcile
|
||||||
|
|
@ -0,0 +1,53 @@
|
||||||
|
# Copyright 2017-20 ForgeFlow S.L. (http://www.forgeflow.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().setUp()
|
||||||
|
|
||||||
|
self.partner1 = self.env.ref("base.res_partner_1")
|
||||||
|
|
||||||
|
def test_account_partner_reconcile(self):
|
||||||
|
receivable_account = self.partner1.property_account_receivable_id
|
||||||
|
payable_account = self.partner1.property_account_payable_id
|
||||||
|
|
||||||
|
# reconcile_mode="customers" (Match Receivables)
|
||||||
|
res = self.partner1.with_context(
|
||||||
|
reconcile_mode="customers"
|
||||||
|
).action_open_reconcile()
|
||||||
|
expect = {
|
||||||
|
"type": "ir.actions.act_window",
|
||||||
|
"xml_id": "account_reconcile_oca.account_account_reconcile_act_window",
|
||||||
|
"domain": [
|
||||||
|
("account_id", "=", receivable_account.id),
|
||||||
|
("partner_id", "=", self.partner1.id),
|
||||||
|
],
|
||||||
|
}
|
||||||
|
self.assertDictEqual(
|
||||||
|
expect,
|
||||||
|
{k: v for k, v in res.items() if k in expect},
|
||||||
|
"There was an error and the Reconcile action couldn't be opened.",
|
||||||
|
)
|
||||||
|
|
||||||
|
# reconcile_mode="suppliers" (Match Payables)
|
||||||
|
res = self.partner1.with_context(
|
||||||
|
reconcile_mode="suppliers"
|
||||||
|
).action_open_reconcile()
|
||||||
|
expect = {
|
||||||
|
"type": "ir.actions.act_window",
|
||||||
|
"xml_id": "account_reconcile_oca.account_account_reconcile_act_window",
|
||||||
|
"domain": [
|
||||||
|
("account_id", "=", payable_account.id),
|
||||||
|
("partner_id", "=", self.partner1.id),
|
||||||
|
],
|
||||||
|
}
|
||||||
|
self.assertDictEqual(
|
||||||
|
expect,
|
||||||
|
{k: v for k, v in res.items() if k in expect},
|
||||||
|
"There was an error and the Reconcile action couldn't be opened.",
|
||||||
|
)
|
||||||
|
|
@ -0,0 +1,35 @@
|
||||||
|
<?xml version="1.0" encoding="utf-8" ?>
|
||||||
|
<!--Copyright 2017-20 ForgeFlow S.L. (http://www.forgeflow.com)-->
|
||||||
|
<!--License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).-->
|
||||||
|
<odoo>
|
||||||
|
<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="arch" type="xml">
|
||||||
|
<div name="button_box" position="inside">
|
||||||
|
<button
|
||||||
|
class="oe_stat_button"
|
||||||
|
type="object"
|
||||||
|
name="action_open_reconcile"
|
||||||
|
context="{'reconcile_mode': 'customers'}"
|
||||||
|
icon="fa-usd"
|
||||||
|
groups="account.group_account_invoice"
|
||||||
|
string="Match Receivables"
|
||||||
|
>
|
||||||
|
</button>
|
||||||
|
<button
|
||||||
|
class="oe_stat_button"
|
||||||
|
type="object"
|
||||||
|
name="action_open_reconcile"
|
||||||
|
context="{'reconcile_mode': 'suppliers'}"
|
||||||
|
groups="account.group_account_invoice"
|
||||||
|
icon="fa-usd"
|
||||||
|
string="Match Payables"
|
||||||
|
>
|
||||||
|
</button>
|
||||||
|
</div>
|
||||||
|
</field>
|
||||||
|
</record>
|
||||||
|
</odoo>
|
||||||
Loading…
Reference in New Issue