From 2d561cdcb6f701391b1b295972629761404bb6de Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?St=C3=A9phane=20Bidoul?= Date: Tue, 30 Jun 2015 12:25:32 +0200 Subject: [PATCH] [IMP] account_default_draft_move: improve README The new text should better reflect the recent evolutions of the module and the various workflows you can setup with it. --- account_default_draft_move/README.rst | 106 ++++++++++++++++++++++ account_default_draft_move/__openerp__.py | 25 ----- 2 files changed, 106 insertions(+), 25 deletions(-) create mode 100644 account_default_draft_move/README.rst diff --git a/account_default_draft_move/README.rst b/account_default_draft_move/README.rst new file mode 100644 index 000000000..5e97d2a56 --- /dev/null +++ b/account_default_draft_move/README.rst @@ -0,0 +1,106 @@ +.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg + :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html + :alt: License: AGPL-3 + +============================== +Move in draft state by default +============================== + +In Odoo there is a flag "Skip draft moves" on accounting journals that controls +if newly created account moves stay in draft state or are posted immediately. +This flag is honored throughout the system except for invoices and +bank statements, for which moves are posted as soon as the documents are +validated. Therefore, to correct errors on invoices and bank statement after +their validation, one is obliged to install the account_cancel module, which in turn +potentially enables the cancellation of all account moves. This is considered +dangerous by some. + +To work around this issue, this module does the following: + +* It makes sure the flag "Skip draft moves" is always honored, including when +validating invoices and bank statements [1]. This enables different workflows, +such as 1/ the automatic posting of moves coming from some journals (such as +invoices coming from e-commerce), or 2/ moves remaining in draft state, letting +accountants validate them and correct the corresponding invoices before posting +the moves. +* It hides the Cancel button on account moves unless account_cancel is installed +and cancellation is allowed on the corresponding journal. +* Additionnaly, the Post button is hidden on account moves, therefore providing +a framework where the user work with draft moves until everything is correct, +and validates all account moves at once and the end. [2] + +[1] provided the parameter is set in Settings > Configuration, if this +parameter is not set the moves generated from invoices and bank statement +always remain in draft state ignoring the "Skip draft move flag" on +account journal. This parameter is not set by default for backward +compatibility with previous versions of account_default_draft_move. +[2] this behaviour will be made configurable in the near future. + +Installation +============ + +To install this module, you need to: + +* Click on install button + +Configuration +============= + +To configure this module, you need go to: + +* Settings > Configuration > Accounting, and configure the checkbox + "Use journal setting to post journal entries on invoice and + bank statement validation" (if not checked, invoice and bank + statement move stay in draft state). +* On the sale/purchase and bank journals, configure the + "Skip draft move flag" to suit your needs. + +Usage +===== + +For further information, please visit: + +* https://www.odoo.com/forum/help-1 + +Bug Tracker +=========== + +Bugs are tracked on `GitHub 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 +`here `_. + + +Credits +======= + +Contributors +------------ + +* Vincent Renaville +* Alexandre Fayolle +* Joel Grand-Guillaume +* Guewen Baconnier +* Yannick Vaucher +* Pedro M. Baeza +* Matthieu Dietrich +* Nicolas Bessi +* Adrien Peiffer +* Stéphane Bidoul +* Rudolf Schnapka +* Laetitia Gangloff + +Maintainer +---------- + +.. image:: https://odoo-community.org/logo.png + :alt: Odoo Community Association + :target: https://odoo-community.org + +This module is maintained by the OCA. + +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. + +To contribute to this module, please visit http://odoo-community.org. diff --git a/account_default_draft_move/__openerp__.py b/account_default_draft_move/__openerp__.py index 90e055d86..a7124a741 100644 --- a/account_default_draft_move/__openerp__.py +++ b/account_default_draft_move/__openerp__.py @@ -23,31 +23,6 @@ "depends": ["base", "account", "account_constraints"], "author": "Camptocamp,Odoo Community Association (OCA)", 'license': 'AGPL-3', - "description": """ -Let the generated move in draft on invoice and bank statement -validation. The main reason is to ease the user work day-to-day. At -first we used account_cancel, but this module allow to cancel posted -move and that's not allowed. - -Two needs here: - -- We want to be able to cancel an invoice (as soon as move are not - validated) without making a refund. Posted move can't be canceled. -- We want to ensure all move generated from bank statement and invoice - are generated in draft so we can still change them if needed. - -Use this module with account_constraints (find it here: -https://launchpad.net/account-financial-tools or in -http://apps.openerp.com) and you'll get closely the same feature as -account_cancel, but with the insurance that user won't change posted -move. - -The new framework will then be: always work with draft moves, allowing -people to change what they want. At the end of the period, validate all -moves. Till there, you ensure no-one can change something (or they'll -need to make a refund). - - """, 'website': 'http://www.camptocamp.com', 'data': ['account_view.xml', 'invoice_view.xml',