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[FIX+IMP+MIG] contract: Several refinements:

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* Remove incorrect oldname attributes.
* Add filter on partners for running contracts (+ a support o2m field for that).
* Cover more tables in model renaming + cleaner code using a loop.
* Don't copy contract lines, but rename table + copy contract records on pre.
* Contract code is now populated to "Reference/Description" field in invoice.
* Order on new contract model has been restored to the same as old analytic accounts.
This commit is contained in:
Pedro M. Baeza
2019-09-13 11:40:47 +02:00
committed by Jean-Charles Drubay
parent 63dc0c2e09
commit dfd24523a7
79 changed files with 63545 additions and 15851 deletions
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49
contract/README.rst
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@@ -1,5 +1,5 @@
================================
Contracts Management - Recurring
Recurring - Contracts Management
================================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
@@ -44,33 +44,31 @@ user access rights.
Usage
=====
To use this module, you need to:
#. Contracts are in Invoicing -> Customers -> Customer and Invoicing -> Vendors -> Supplier Contracts
#. When creating a contract, fill fields for selecting the invoicing parameters:
#. Go to Accounting -> Contracts and select or create a new contract.
#. Check *Generate recurring invoices automatically*.
#. Fill fields for selecting the recurrency and invoice parameters:
* a journal
* a price list (optional)
* Journal
* Pricelist
* Period. It can be any interval of days, weeks, months, months last day or
years.
* Start date and next invoice date.
* Invoicing type: pre-paid or post-paid.
#. And add the lines to be invoiced with:
#. Add the lines to be invoiced with the product, description, quantity and
price.
#. You can mark Auto-price? for having a price automatically obtained applying
the pricelist to the product price.
#. You have the possibility to use the markers #START# or #END# in the
description field to show the start and end date of the invoiced period.
#. Choosing between pre-paid and post-paid, you modify the dates that are shown
with the markers.
#. A cron is created with daily interval, but if you are in debug mode, you can
click on *Create invoices* to force this action.
#. Click *Show recurring invoices* link to show all invoices created by the
* the product with a description, a quantity and a price
* the recurrence parameters: interval (days, weeks, months, months last day or years),
start date, date of next invoice (automatically computed, can be modified) and end date (optional)
* auto-price, for having a price automatically obtained from the price list
* #START# or #END# in the description field to display the start/end date of
the invoiced period in the invoice line description
* pre-paid (invoice at period start) or post-paid (invoice at start of next period)
#. The "Generate Recurring Invoices from Contracts" cron runs daily to generate the invoices.
If you are in debug mode, you can click on the invoice creation button.
#. The *Show recurring invoices* shortcut on contracts shows all invoices created from the
contract.
#. Click on *Print > Contract* menu to print contract report.
#. Click on *Send by Email* button to send contract by email.
#. The contract report can be printed from the Print menu
#. The contract can be sent by email with the *Send by Email* button
#. Contract templates can be created from the Configuration -> Contracts -> Contract Templates menu.
They allow to define default journal, price list and lines when creating a contract.
To use it, just select the template on the contract and fields will be filled automatically.
Known issues / Roadmap
======================
@@ -108,6 +106,9 @@ Contributors
* Vicent Cubells <vicent.cubells@tecnativa.com>
* Miquel Raïch <miquel.raich@eficent.com>
* Souheil Bejaoui <souheil.bejaoui@acsone.eu>
* Thomas Binsfeld <thomas.binsfeld@acsone.eu>
* Rafael Blasco <rafael.blasco@tecnativa.com>
* Guillaume Vandamme <guillaume.vandamme@acsone.eu>
Maintainers
~~~~~~~~~~~