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====================== | ||
Account Move Sub State | ||
====================== | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github | ||
:target: https://github.com/OCA/account-invoicing/tree/14.0/account_move_substate | ||
:alt: OCA/account-invoicing | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/account-invoicing-14-0/account-invoicing-14-0-account_move_substate | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png | ||
:target: https://runbot.odoo-community.org/runbot/95/14.0 | ||
:alt: Try me on Runbot | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allows to add a substate to journal entry. | ||
For each journal entry state you can define a substate. | ||
We this module you can define substate which allow you to extend accounting workflow. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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#. Go to ** Settings > Technical > Database Structure ** and Add "Base substate". | ||
If necessery you can add "target State values" (ex define a substate for "cancel" | ||
state). | ||
Substate sequence is very important. | ||
#. Create a journal entry and check if the substate are displayed on the header of | ||
form view. Check if you can't set substate defined for journal entry if state is a draft. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/issues>`_. | ||
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 | ||
`feedback <https://github.com/OCA/account-invoicing/issues/new?body=module:%20account_move_substate%0Aversion:%2014.0%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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* Ecosoft | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `Ecosoft <http://ecosoft.co.th>`__: | ||
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* Pimolnat Suntian <[email protected]> | ||
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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 | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/14.0/account_move_substate>`_ 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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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from . import models |
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# Copyright 2021 Ecosoft (<http://ecosoft.co.th>) | ||
# Copyright 2023 360ERP (<https://360ERP.com>) | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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{ | ||
"name": "Account Move Sub State", | ||
"version": "15.0.1.0.0", | ||
"category": "Accounting & Finance", | ||
"author": "360ERP, Ecosoft, Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/account-invoicing", | ||
"license": "AGPL-3", | ||
"depends": ["account", "base_substate"], | ||
"data": [ | ||
"data/account_move_substate_mail_template_data.xml", | ||
"data/account_move_substate_data.xml", | ||
"views/account_move_views.xml", | ||
], | ||
"demo": ["demo/account_move_substate_demo.xml"], | ||
"installable": True, | ||
} |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo> | ||
<record id="base_substate_type_account_move" model="base.substate.type"> | ||
<field name="name">Account Move Substate</field> | ||
<field name="model">account.move</field> | ||
<field name="target_state_field">state</field> | ||
</record> | ||
<!-- Journal entry related substate to journal entry state (draft, posted) --> | ||
<record id="target_state_value_draft" model="target.state.value"> | ||
<field name="name">Draft</field> | ||
<field name="base_substate_type_id" ref="base_substate_type_account_move" /> | ||
<field name="target_state_value">draft</field> | ||
</record> | ||
<record id="target_state_value_posted" model="target.state.value"> | ||
<field name="name">Posted</field> | ||
<field name="base_substate_type_id" ref="base_substate_type_account_move" /> | ||
<field name="target_state_value">posted</field> | ||
</record> | ||
</odoo> |
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account_move_substate/data/account_move_substate_mail_template_data.xml
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo noupdate="1"> | ||
<!-- Sample account move substate -related template --> | ||
<record | ||
id="mail_template_data_account_move_substate_verified" | ||
model="mail.template" | ||
> | ||
<field name="name">Verified</field> | ||
<field name="model_id" ref="account.model_account_move" /> | ||
<field name="subject">Your journal entry {{object.name}} is verified</field> | ||
<field name="use_default_to" eval="True" /> | ||
<field name="body_html" type="html"> | ||
<div> | ||
Dear <t t-out="object.user_id.name or 'accounting user'" />,<br /> | ||
This email is to inform that your journal entry <t | ||
t-out="object.name or ''" | ||
/> was verified by accounting manager. | ||
<br /><br /> | ||
Best Regards, | ||
<t t-if="user.signature"> | ||
<br /> | ||
<t t-out="user.signature or ''" /> | ||
</t> | ||
</div> | ||
</field> | ||
<field name="lang">{{ object.partner_id.lang }}</field> | ||
<field name="auto_delete" eval="True" /> | ||
</record> | ||
</odoo> |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo noupdate="1"> | ||
<!-- Account Move Substate --> | ||
<record id="base_substate_to_verify_account_move" model="base.substate"> | ||
<field name="name">To Verify</field> | ||
<field name="sequence">1</field> | ||
<field name="target_state_value_id" ref="target_state_value_draft" /> | ||
</record> | ||
<record id="base_substate_checked_account_move" model="base.substate"> | ||
<field name="name">Checked</field> | ||
<field name="sequence">2</field> | ||
<field name="target_state_value_id" ref="target_state_value_draft" /> | ||
</record> | ||
<record id="base_substate_verified_account_move" model="base.substate"> | ||
<field name="name">Verified</field> | ||
<field name="sequence">3</field> | ||
<field name="target_state_value_id" ref="target_state_value_posted" /> | ||
<field | ||
name="mail_template_id" | ||
ref="account_move_substate.mail_template_data_account_move_substate_verified" | ||
/> | ||
</record> | ||
</odoo> |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from . import account_move |
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# Copyright 2021 Ecosoft (<http://ecosoft.co.th>) | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from odoo import fields, models | ||
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class BaseSubstateType(models.Model): | ||
_inherit = "base.substate.type" | ||
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model = fields.Selection( | ||
selection_add=[("account.move", "Account Move")], | ||
ondelete={"account.move": "cascade"}, | ||
) | ||
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class AccountMove(models.Model): | ||
_inherit = ["account.move", "base.substate.mixin"] | ||
_name = "account.move" | ||
_state_field = "state" | ||
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def _track_template(self, changes): | ||
res = super(AccountMove, self)._track_template(changes) | ||
track = self[0] | ||
if "substate_id" in changes and track.substate_id.mail_template_id: | ||
res["substate_id"] = ( | ||
track.substate_id.mail_template_id, | ||
{ | ||
"composition_mode": "comment", | ||
"auto_delete_message": True, | ||
"subtype_id": self.env["ir.model.data"]._xmlid_to_res_id( | ||
"mail.mt_note" | ||
), | ||
"email_layout_xmlid": "mail.mail_notification_light", | ||
}, | ||
) | ||
return res |
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* `Ecosoft <http://ecosoft.co.th>`__: | ||
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* Pimolnat Suntian <[email protected]> | ||
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* `360ERP <https://360ERP.com>`__: | ||
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* Bosd <bosd> |
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This module allows you to add a substate to a journal entry. | ||
For each journal entry state you can define a substate. | ||
With this module, you can define substates which allow you to extend the accounting workflow. |
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#. Go to ** Settings > Technical > Substate Configuration > Base Substate ** and add a "Base substate". | ||
If necessary you can add "target State values" (ex define a substate for "cancel" | ||
state). | ||
Substate sequence is very important. | ||
#. Create a journal entry and check if the substate are displayed on the header of | ||
form view. Check if you can't set substate defined for journal entry if state is a draft. |
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