From bddf40bed54ab6d07caada1da313abf77b76630f Mon Sep 17 00:00:00 2001 From: Alexis de Lattre Date: Thu, 22 Apr 2021 19:50:36 +0200 Subject: [PATCH] account_check_deposit: Add chatter on check deposit Add chatter message when you click on the button to get all checks Add unicity SQL constraint [UPD] Update account_check_deposit.pot [UPD] README.rst --- account_check_deposit/README.rst | 40 ++- .../i18n/account_check_deposit.pot | 274 +++++++++++++----- .../models/account_check_deposit.py | 21 +- .../static/description/index.html | 34 +-- .../views/account_check_deposit_view.xml | 12 +- 5 files changed, 265 insertions(+), 116 deletions(-) diff --git a/account_check_deposit/README.rst b/account_check_deposit/README.rst index 2ee129b2b..e77b07505 100644 --- a/account_check_deposit/README.rst +++ b/account_check_deposit/README.rst @@ -14,18 +14,18 @@ Account Check Deposit :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--financial--tools-lightgray.png?logo=github - :target: https://github.com/OCA/account-financial-tools/tree/13.0/account_check_deposit + :target: https://github.com/OCA/account-financial-tools/tree/14.0/account_check_deposit :alt: OCA/account-financial-tools .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png - :target: https://translation.odoo-community.org/projects/account-financial-tools-13-0/account-financial-tools-13-0-account_check_deposit + :target: https://translation.odoo-community.org/projects/account-financial-tools-14-0/account-financial-tools-14-0-account_check_deposit :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png - :target: https://runbot.odoo-community.org/runbot/92/13.0 + :target: https://runbot.odoo-community.org/runbot/92/14.0 :alt: Try me on Runbot |badge1| |badge2| |badge3| |badge4| |badge5| -This module allows you to easily manage check deposits : you can select all +This module allows you to easily manage check deposits: you can select all the checks you received and create a global deposit for the selected checks. This module supports multi-currency ; each deposit has a currency and all the checks of the deposit must have the same currency (so, if you have checks in @@ -45,36 +45,32 @@ journal: * Name: Checks Received * Type: Bank * Short Code: CHK (or any code you want) -* Default Debit Account: select an account for checks received -* Default Credit Account: idem +* Outstanding Receipts Account: select an account for checks received + +Note that, on this *Checks Received* journal, the bank account and suspense account will not be used, so don't worry about these parameters. This bank journal will be available as a payment method in Odoo. The account -you configured as *Default Debit Account* and *Defaut Credit Account* is the +you configured as *Outstanding Receipts Account* is the account via which the amounts of checks will transit between the reception of a check from a customer and the validation of the check deposit in Odoo. -On the Settings page of the Accounting, you should configure the -*Check Deposit Offsetting Account*: - -* if you select *Bank Account*, the counter-part of the account move related to - the check deposit will be the default debit account of the bank account - selected on the check deposit. -* if you select *Transfer Account*, you will have to select a specific account - that will be used as transfer account for check deposits. +When you validate the check deposit in Odoo, it will generate a new journal entry that will move the amounts from the *Outstanding Receipts Account* of the checks received journal to the *Outstanding Receipts Account* of the bank journal related to the check deposit. It will also reconcile in the *Outstanding Receipts Account* of the checks received journal. Usage ===== When you receive a check that pays a customer invoice, you can go to that invoice and click on the button *Register Payment* and select the -*Check Received* journal as *Payment Journal*. +*Checks Received* journal as *Journal*. When you want to deposit checks to the bank, go to the menu -*Invoicing > Accounting > Check Deposit*, create a new check deposit and set the +*Invoicing > Accounting > Miscellaneous > Check Deposit*, create a new check deposit and set the journal *Checks Received* and select the bank account on which you want to -credit the checks. Then click on *Add a line* to select the checks you want to -deposit at the bank. Eventually, validate the deposit and print the report -(you probably want to customize this report). +credit the checks. + +Then click on the button *Get All Received Checks* if you want to deposit all the waiting received checks, or select the checks one by one by clicking on *Add a line*. + +Eventually, validate the deposit and print the report (you probably want to customize this report). Bug Tracker =========== @@ -82,7 +78,7 @@ 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 `_. +`feedback `_. Do not contact contributors directly about support or help with technical issues. @@ -126,6 +122,6 @@ 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. -This module is part of the `OCA/account-financial-tools `_ project on GitHub. +This module is part of the `OCA/account-financial-tools `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/account_check_deposit/i18n/account_check_deposit.pot b/account_check_deposit/i18n/account_check_deposit.pot index 6877d8464..a447a0a49 100644 --- a/account_check_deposit/i18n/account_check_deposit.pot +++ b/account_check_deposit/i18n/account_check_deposit.pot @@ -4,7 +4,7 @@ # msgid "" msgstr "" -"Project-Id-Version: Odoo Server 13.0\n" +"Project-Id-Version: Odoo Server 14.0\n" "Report-Msgid-Bugs-To: \n" "Last-Translator: \n" "Language-Team: \n" @@ -45,16 +45,51 @@ msgstr "" msgid "Transfer Date:" msgstr "" +#. module: account_check_deposit +#: model:ir.model.constraint,message:account_check_deposit.constraint_account_check_deposit_name_company_unique +msgid "A check deposit with this reference already exists in this company." +msgstr "" + #. module: account_check_deposit #: model:ir.model,name:account_check_deposit.model_account_check_deposit msgid "Account Check Deposit" msgstr "" +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_needaction +msgid "Action Needed" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__activity_ids +msgid "Activities" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__activity_exception_decoration +msgid "Activity Exception Decoration" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__activity_state +msgid "Activity State" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__activity_type_icon +msgid "Activity Type Icon" +msgstr "" + #. module: account_check_deposit #: model_terms:ir.ui.view,arch_db:account_check_deposit.report_checkdeposit msgid "Amount" msgstr "" +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_attachment_count +msgid "Attachment Count" +msgstr "" + #. module: account_check_deposit #: model_terms:ir.ui.view,arch_db:account_check_deposit.account_check_deposit_view_form msgid "Back to Draft" @@ -62,7 +97,6 @@ msgstr "" #. module: account_check_deposit #: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__bank_journal_id -#: model:ir.model.fields.selection,name:account_check_deposit.selection__res_company__check_deposit_offsetting_account__bank_account #: model_terms:ir.ui.view,arch_db:account_check_deposit.view_check_deposit_search msgid "Bank Account" msgstr "" @@ -85,40 +119,28 @@ msgid "Check Deposit" msgstr "" #. module: account_check_deposit -#: code:addons/account_check_deposit/models/account_deposit.py:0 -#: code:addons/account_check_deposit/models/account_deposit.py:0 +#: code:addons/account_check_deposit/models/account_check_deposit.py:0 #, python-format msgid "Check Deposit %s" msgstr "" -#. module: account_check_deposit -#: code:addons/account_check_deposit/models/account_deposit.py:0 -#, python-format -msgid "Check Deposit - Ref. Check %s" -msgstr "" - -#. module: account_check_deposit -#: model:ir.model.fields,field_description:account_check_deposit.field_res_company__check_deposit_offsetting_account -#: model:ir.model.fields,field_description:account_check_deposit.field_res_config_settings__check_deposit_offsetting_account -msgid "Check Deposit Offsetting Account" -msgstr "" - #. module: account_check_deposit #: model_terms:ir.ui.view,arch_db:account_check_deposit.report_checkdeposit msgid "Check Deposit n°" msgstr "" -#. module: account_check_deposit -#: model_terms:ir.ui.view,arch_db:account_check_deposit.res_config_settings_view_form -msgid "Check Deposits" -msgstr "" - #. module: account_check_deposit #: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__check_payment_ids #: model_terms:ir.ui.view,arch_db:account_check_deposit.account_check_deposit_view_form msgid "Check Payments" msgstr "" +#. module: account_check_deposit +#: code:addons/account_check_deposit/models/account_check_deposit.py:0 +#, python-format +msgid "Check Ref. %s" +msgstr "" + #. module: account_check_deposit #: model_terms:ir.ui.view,arch_db:account_check_deposit.view_check_deposit_search msgid "Checks Deposit" @@ -130,21 +152,11 @@ msgstr "" msgid "Checks Deposits" msgstr "" -#. module: account_check_deposit -#: model:ir.model,name:account_check_deposit.model_res_company -msgid "Companies" -msgstr "" - #. module: account_check_deposit #: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__company_id msgid "Company" msgstr "" -#. module: account_check_deposit -#: model:ir.model,name:account_check_deposit.model_res_config_settings -msgid "Config Settings" -msgstr "" - #. module: account_check_deposit #: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__create_uid msgid "Created by" @@ -161,11 +173,6 @@ msgstr "" msgid "Currency" msgstr "" -#. module: account_check_deposit -#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__currency_none_same_company_id -msgid "Currency (False if same as company)" -msgstr "" - #. module: account_check_deposit #: model_terms:ir.ui.view,arch_db:account_check_deposit.report_checkdeposit msgid "Date" @@ -176,11 +183,6 @@ msgstr "" msgid "Debtor" msgstr "" -#. module: account_check_deposit -#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__journal_default_account_id -msgid "Default Debit Account of the Journal" -msgstr "" - #. module: account_check_deposit #: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__deposit_date #: model_terms:ir.ui.view,arch_db:account_check_deposit.view_check_deposit_search @@ -189,6 +191,7 @@ msgstr "" #. module: account_check_deposit #: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__display_name +#: model:ir.model.fields,field_description:account_check_deposit.field_account_move_line__display_name msgid "Display Name" msgstr "" @@ -204,6 +207,33 @@ msgstr "" msgid "Draft" msgstr "" +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_follower_ids +msgid "Followers" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_channel_ids +msgid "Followers (Channels)" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_partner_ids +msgid "Followers (Partners)" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__activity_type_icon +msgid "Font awesome icon e.g. fa-tasks" +msgstr "" + +#. module: account_check_deposit +#: code:addons/account_check_deposit/models/account_check_deposit.py:0 +#: model_terms:ir.ui.view,arch_db:account_check_deposit.account_check_deposit_view_form +#, python-format +msgid "Get All Received Checks" +msgstr "" + #. module: account_check_deposit #: model_terms:ir.ui.view,arch_db:account_check_deposit.view_check_deposit_search msgid "Group By" @@ -211,12 +241,45 @@ msgstr "" #. module: account_check_deposit #: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__id +#: model:ir.model.fields,field_description:account_check_deposit.field_account_move_line__id msgid "ID" msgstr "" +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__activity_exception_icon +msgid "Icon" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__activity_exception_icon +msgid "Icon to indicate an exception activity." +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__message_needaction +#: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__message_unread +msgid "If checked, new messages require your attention." +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__message_has_error +#: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__message_has_sms_error +msgid "If checked, some messages have a delivery error." +msgstr "" + #. module: account_check_deposit #: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__journal_default_account_id -msgid "It acts as a default account for debit amount" +msgid "" +"Incoming payments entries triggered by invoices/refunds will be posted on " +"the Outstanding Receipts Account and displayed as blue lines in the bank " +"reconciliation widget. During the reconciliation process, concerned " +"transactions will be reconciled with entries on the Outstanding Receipts " +"Account instead of the receivable account." +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_is_follower +msgid "Is Follower" msgstr "" #. module: account_check_deposit @@ -237,6 +300,7 @@ msgstr "" #. module: account_check_deposit #: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit____last_update +#: model:ir.model.fields,field_description:account_check_deposit.field_account_move_line____last_update msgid "Last Modified on" msgstr "" @@ -261,15 +325,24 @@ msgid "List of checks:" msgstr "" #. module: account_check_deposit -#: code:addons/account_check_deposit/models/account_deposit.py:0 -#, python-format -msgid "Missing 'Check Deposit Offsetting Account' on the company '%s'." +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_main_attachment_id +msgid "Main Attachment" msgstr "" #. module: account_check_deposit -#: code:addons/account_check_deposit/models/account_deposit.py:0 +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_has_error +msgid "Message Delivery error" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_ids +msgid "Messages" +msgstr "" + +#. module: account_check_deposit +#: code:addons/account_check_deposit/models/account_check_deposit.py:0 #, python-format -msgid "Missing 'Default Debit Account' on bank journal '%s'" +msgid "Missing 'Outstanding Receipts Account' on the bank journal '%s'." msgstr "" #. module: account_check_deposit @@ -277,15 +350,54 @@ msgstr "" msgid "Name" msgstr "" +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__activity_date_deadline +msgid "Next Activity Deadline" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__activity_summary +msgid "Next Activity Summary" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__activity_type_id +msgid "Next Activity Type" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_needaction_counter +msgid "Number of Actions" +msgstr "" + #. module: account_check_deposit #: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__check_count msgid "Number of Checks" msgstr "" #. module: account_check_deposit -#: model:ir.model.fields,field_description:account_check_deposit.field_res_company__check_deposit_post_move -#: model:ir.model.fields,field_description:account_check_deposit.field_res_config_settings__check_deposit_post_move -msgid "Post Move for Check Deposits" +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_has_error_counter +msgid "Number of errors" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__message_needaction_counter +msgid "Number of messages which requires an action" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__message_has_error_counter +msgid "Number of messages with delivery error" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__message_unread_counter +msgid "Number of unread messages" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__journal_default_account_id +msgid "Outstanding Receipts Account" msgstr "" #. module: account_check_deposit @@ -303,14 +415,32 @@ msgstr "" msgid "Reference" msgstr "" +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__activity_user_id +msgid "Responsible User" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_has_sms_error +msgid "SMS Delivery error" +msgstr "" + #. module: account_check_deposit #: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__state msgid "Status" msgstr "" #. module: account_check_deposit -#: code:addons/account_check_deposit/models/account_deposit.py:0 -#: code:addons/account_check_deposit/models/account_deposit.py:0 +#: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__activity_state +msgid "" +"Status based on activities\n" +"Overdue: Due date is already passed\n" +"Today: Activity date is today\n" +"Planned: Future activities." +msgstr "" + +#. module: account_check_deposit +#: code:addons/account_check_deposit/models/account_check_deposit.py:0 #, python-format msgid "" "The check with amount %s and reference '%s' is in currency %s but the " @@ -318,37 +448,39 @@ msgid "" msgstr "" #. module: account_check_deposit -#: code:addons/account_check_deposit/models/account_deposit.py:0 +#: code:addons/account_check_deposit/models/account_check_deposit.py:0 #, python-format msgid "" "The deposit '%s' is in valid state, so you must cancel it before deleting " "it." msgstr "" +#. module: account_check_deposit +#: code:addons/account_check_deposit/models/account_check_deposit.py:0 +#, python-format +msgid "" +"There are no received checks in account '%s' in currency '%s' that are not " +"already in this check deposit." +msgstr "" + #. module: account_check_deposit #: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__total_amount msgid "Total Amount" msgstr "" #. module: account_check_deposit -#: model_terms:ir.ui.view,arch_db:account_check_deposit.account_check_deposit_view_form -msgid "Total Credit" +#: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__activity_exception_decoration +msgid "Type of the exception activity on record." msgstr "" #. module: account_check_deposit -#: model_terms:ir.ui.view,arch_db:account_check_deposit.account_check_deposit_view_form -msgid "Total Debit" +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_unread +msgid "Unread Messages" msgstr "" #. module: account_check_deposit -#: model:ir.model.fields.selection,name:account_check_deposit.selection__res_company__check_deposit_offsetting_account__transfer_account -msgid "Transfer Account" -msgstr "" - -#. module: account_check_deposit -#: model:ir.model.fields,field_description:account_check_deposit.field_res_company__check_deposit_transfer_account_id -#: model:ir.model.fields,field_description:account_check_deposit.field_res_config_settings__check_deposit_transfer_account_id -msgid "Transfer Account for Check Deposits" +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__message_unread_counter +msgid "Unread Messages Counter" msgstr "" #. module: account_check_deposit @@ -357,9 +489,11 @@ msgid "Validate" msgstr "" #. module: account_check_deposit -#: code:addons/account_check_deposit/models/account_deposit.py:0 -#, python-format -msgid "" -"You must configure the 'Check Deposit Offsetting Account' on the Accounting " -"Settings page" +#: model:ir.model.fields,field_description:account_check_deposit.field_account_check_deposit__website_message_ids +msgid "Website Messages" +msgstr "" + +#. module: account_check_deposit +#: model:ir.model.fields,help:account_check_deposit.field_account_check_deposit__website_message_ids +msgid "Website communication history" msgstr "" diff --git a/account_check_deposit/models/account_check_deposit.py b/account_check_deposit/models/account_check_deposit.py index b90d64243..e176b6d5e 100644 --- a/account_check_deposit/models/account_check_deposit.py +++ b/account_check_deposit/models/account_check_deposit.py @@ -13,6 +13,7 @@ from odoo.exceptions import UserError, ValidationError class AccountCheckDeposit(models.Model): _name = "account.check.deposit" _description = "Account Check Deposit" + _inherit = ["mail.thread", "mail.activity.mixin"] _order = "deposit_date desc" _check_company_auto = True @@ -56,7 +57,7 @@ class AccountCheckDeposit(models.Model): deposit.is_reconcile = reconcile deposit.check_count = count - name = fields.Char(string="Name", size=64, readonly=True, default="/") + name = fields.Char(string="Name", size=64, readonly=True, default="/", copy=False) check_payment_ids = fields.One2many( comodel_name="account.move.line", inverse_name="check_deposit_id", @@ -68,6 +69,8 @@ class AccountCheckDeposit(models.Model): required=True, states={"done": [("readonly", "=", True)]}, default=fields.Date.context_today, + tracking=True, + copy=False, ) journal_id = fields.Many2one( comodel_name="account.journal", @@ -77,6 +80,7 @@ class AccountCheckDeposit(models.Model): required=True, check_company=True, states={"done": [("readonly", "=", True)]}, + tracking=True, ) journal_default_account_id = fields.Many2one( comodel_name="account.account", @@ -88,12 +92,14 @@ class AccountCheckDeposit(models.Model): string="Currency", required=True, states={"done": [("readonly", "=", True)]}, + tracking=True, ) state = fields.Selection( selection=[("draft", "Draft"), ("done", "Done")], string="Status", default="draft", readonly=True, + tracking=True, ) move_id = fields.Many2one( comodel_name="account.move", @@ -109,6 +115,7 @@ class AccountCheckDeposit(models.Model): "('bank_account_id', '!=', False)]", check_company=True, states={"done": [("readonly", "=", True)]}, + tracking=True, ) line_ids = fields.One2many( comodel_name="account.move.line", @@ -121,22 +128,33 @@ class AccountCheckDeposit(models.Model): required=True, states={"done": [("readonly", "=", True)]}, default=lambda self: self.env.company, + tracking=True, ) total_amount = fields.Monetary( compute="_compute_check_deposit", string="Total Amount", store=True, currency_field="currency_id", + tracking=True, ) check_count = fields.Integer( compute="_compute_check_deposit", store=True, string="Number of Checks", + tracking=True, ) is_reconcile = fields.Boolean( compute="_compute_check_deposit", store=True, string="Reconcile" ) + _sql_constraints = [ + ( + "name_company_unique", + "unique(company_id, name)", + "A check deposit with this reference already exists in this company.", + ) + ] + @api.model def default_get(self, fields_list): res = super().default_get(fields_list) @@ -320,6 +338,7 @@ class AccountCheckDeposit(models.Model): ] ) if all_pending_checks: + self.message_post(body=_("Get All Received Checks")) all_pending_checks.write({"check_deposit_id": self.id}) else: raise UserError( diff --git a/account_check_deposit/static/description/index.html b/account_check_deposit/static/description/index.html index dac1345da..aa985eecb 100644 --- a/account_check_deposit/static/description/index.html +++ b/account_check_deposit/static/description/index.html @@ -367,8 +367,8 @@ ul.auto-toc { !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> -

Mature License: AGPL-3 OCA/account-financial-tools Translate me on Weblate Try me on Runbot

-

This module allows you to easily manage check deposits : you can select all +

Mature License: AGPL-3 OCA/account-financial-tools Translate me on Weblate Try me on Runbot

+

This module allows you to easily manage check deposits: you can select all the checks you received and create a global deposit for the selected checks. This module supports multi-currency ; each deposit has a currency and all the checks of the deposit must have the same currency (so, if you have checks in @@ -395,41 +395,33 @@ journal:

  • Name: Checks Received
  • Type: Bank
  • Short Code: CHK (or any code you want)
    • -
  • Default Debit Account: select an account for checks received
    • -
  • Default Credit Account: idem
    • +
  • Outstanding Receipts Account: select an account for checks received
    • +

    Note that, on this Checks Received journal, the bank account and suspense account will not be used, so don’t worry about these parameters.

    This bank journal will be available as a payment method in Odoo. The account -you configured as Default Debit Account and Defaut Credit Account is the +you configured as Outstanding Receipts Account is the account via which the amounts of checks will transit between the reception of a check from a customer and the validation of the check deposit in Odoo.

    -

    On the Settings page of the Accounting, you should configure the -Check Deposit Offsetting Account:

    -
      -
    • if you select Bank Account, the counter-part of the account move related to -the check deposit will be the default debit account of the bank account -selected on the check deposit.
      • -
    • if you select Transfer Account, you will have to select a specific account -that will be used as transfer account for check deposits.
      • -
    +

    When you validate the check deposit in Odoo, it will generate a new journal entry that will move the amounts from the Outstanding Receipts Account of the checks received journal to the Outstanding Receipts Account of the bank journal related to the check deposit. It will also reconcile in the Outstanding Receipts Account of the checks received journal.

    Usage

    When you receive a check that pays a customer invoice, you can go to that invoice and click on the button Register Payment and select the -Check Received journal as Payment Journal.

    +Checks Received journal as Journal.

    When you want to deposit checks to the bank, go to the menu -Invoicing > Accounting > Check Deposit, create a new check deposit and set the +Invoicing > Accounting > Miscellaneous > Check Deposit, create a new check deposit and set the journal Checks Received and select the bank account on which you want to -credit the checks. Then click on Add a line to select the checks you want to -deposit at the bank. Eventually, validate the deposit and print the report -(you probably want to customize this report).

    +credit the checks.

    +

    Then click on the button Get All Received Checks if you want to deposit all the waiting received checks, or select the checks one by one by clicking on Add a line.

    +

    Eventually, validate the deposit and print the report (you probably want to customize this report).

    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.

    +feedback.

    Do not contact contributors directly about support or help with technical issues.

    @@ -468,7 +460,7 @@ If you spotted it first, help us smashing it by providing a detailed and welcome

    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.

    -

    This module is part of the OCA/account-financial-tools project on GitHub.

    +

    This module is part of the OCA/account-financial-tools project on GitHub.

    You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

    diff --git a/account_check_deposit/views/account_check_deposit_view.xml b/account_check_deposit/views/account_check_deposit_view.xml index c3b27440e..354080608 100644 --- a/account_check_deposit/views/account_check_deposit_view.xml +++ b/account_check_deposit/views/account_check_deposit_view.xml @@ -48,7 +48,10 @@ - + - + +
    + + + +