1. 11 Mar, 2021 2 commits
    • Jérome Perrin's avatar
      configurator_standard: repair accounting generation with default accounts · 42c2a915
      Jérome Perrin authored
      in 772d8fed (configurator_standard: use specific sale and purchase
      business processes, 2020-07-16) we introduced scripts to look up
      dynamically accounts to use for expense/income and VAT accounts, from
      supply lines, but this accidentally broke the case where no account can be
      found on supply lines: in this case, the accounting line was not generated.
      
      Ideally, there should be fallback accounts, to keep the same behavior and
      also to prevent generation of incomplete transactions.
      
      Review the scripts, so that the "Dynamic" scripts fallback on the account
      defined on the trade model path if not found and introduce new scripts,
      where the account is not taken dynamically, but only from the trade model
      path, for use on the payable/receivable lines (where we don't want to
      lookup the account dynamically, otherwise we'll use same account as for
      expense/income)
      42c2a915
    • Jérome Perrin's avatar
      accounting: fix grouping option of GL when running in deferred mode · 7058ab6f
      Jérome Perrin authored
      This omit_grouping_reference key was not set as selection parameters, so
      Node_getAccountingTransactionList could not find it in selection when running
      in deferred mode.
      
      In non deferred mode, it was working, because selection is set with values from
      request and it was same request, but deferred style uses activities, so it's
      different requests.
      7058ab6f
  2. 10 Mar, 2021 2 commits
    • Jérome Perrin's avatar
      base: make BankAccount.getReference use BankAccount.getIban · b808a05f
      Jérome Perrin authored
      When IBAN is defined, use it by default for reference. IBAN is used by
      default all over europe, so when it's set it should be used by default for
      reference.
      Mixing IBAN and other properties does not make sense, so this change
      should not have unexpected side effects.
      
      We also update "edit_order" on BankAccount_view so that title properly
      fallbacks on reference when reference is iban.
      b808a05f
    • Jérome Perrin's avatar
      Use payment conditions in "create related payment" action · 92dae2cf
      Jérome Perrin authored
      To ease "manual" (ie. not from payment rule simulation) creation of payments,
      update "create relate payment" so that it suggests the payment mode and the
      payment date from payment conditions of the invoice's trade condition.
      
      See merge request nexedi/erp5!1369
      92dae2cf
  3. 04 Mar, 2021 9 commits
  4. 03 Mar, 2021 6 commits
  5. 02 Mar, 2021 2 commits
  6. 01 Mar, 2021 2 commits
  7. 26 Feb, 2021 4 commits
    • Jérome Perrin's avatar
      l10n_fr: add missing translations · 4b516fe8
      Jérome Perrin authored
      4b516fe8
    • Jérome Perrin's avatar
      3b15e955
    • Jérome Perrin's avatar
      base: don't acquire local role on File · 614ac5e4
      Jérome Perrin authored
      File is a top-level module document, like PDF, Text Document etc, so it
      should have its own security definition and should not acquire local roles.
      
      For cases where files are embedded as sub documents, we are using Embedded
      File, which acquire local roles.
      614ac5e4
    • Jérome Perrin's avatar
      Make Ingestion/Document scanner more customizable · fdde9b45
      Jérome Perrin authored
      In "Attach document" action of erp5_ingestion, the default publication section of attach document suggested in the dialog is defined by a type based script.
      
      We could do the same for group, so that we have a script that is easier to customize for specific cases. One use case is for accounting transactions, the group is usually the group of the entity where the document is attached.
      
      Also, we could enable type based script in document scanner dialog, which is very similar to attach document dialog, but it was not using the scripts.
      
      Similarly, we introduce a script to suggest a title in document scanner.
      
      Another difference between "Attach Document" and "Scan Document" is that the later had a "publication state" field, allowing user to choose a state for the created document. We extend this to "Attach Document" as well and introduce another customizable type based method to be able to configure a default value.
      
      See merge request !1359
      fdde9b45
  8. 25 Feb, 2021 6 commits
  9. 24 Feb, 2021 1 commit
  10. 23 Feb, 2021 4 commits
  11. 22 Feb, 2021 2 commits
    • Jérome Perrin's avatar
      ingestion: extend contribute dialog to support "Publication State" · 14097487
      Jérome Perrin authored
      Extend "Attach Document" to have the same feature as in "Scan Document"
      so that user can directly choose the state when uploading a document.
      
      This simplifies a bit document_scanner, which can reuse the code that is
      now in Base_contribute
      14097487
    • Jérome Perrin's avatar
      document_scanner: introduce a customizable type based script to suggest a... · 3238df27
      Jérome Perrin authored
      document_scanner: introduce a customizable type based script to suggest a title for scanned document
      
      Unlike when we attach a document, where the title comes from the filename of the attached document,
      when we scan document we don't have any filename. There's a default behaviour of using the current date, so that title is not empty, but in some cases we can define a script to suggest a better title, for exemple when scanning an invoice, we can suggest using supplier name and the invoice title.
      3238df27