2
0
account-financial-tools/account_move_name_sequence/static/description/index.html

456 lines
17 KiB
HTML
Raw Normal View History

2023-09-03 13:22:10 +02:00
<?xml version="1.0" encoding="utf-8"?>
2022-05-12 19:05:15 +02:00
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
2023-09-03 13:22:10 +02:00
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
2022-05-12 19:05:15 +02:00
<title>Account Move Number Sequence</title>
<style type="text/css">
/*
:Author: David Goodger (goodger@python.org)
2023-09-03 13:22:10 +02:00
:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
2022-05-12 19:05:15 +02:00
:Copyright: This stylesheet has been placed in the public domain.
Default cascading style sheet for the HTML output of Docutils.
2023-09-03 13:22:10 +02:00
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
2022-05-12 19:05:15 +02:00
customize this style sheet.
*/
/* used to remove borders from tables and images */
.borderless, table.borderless td, table.borderless th {
border: 0 }
table.borderless td, table.borderless th {
/* Override padding for "table.docutils td" with "! important".
The right padding separates the table cells. */
padding: 0 0.5em 0 0 ! important }
.first {
/* Override more specific margin styles with "! important". */
margin-top: 0 ! important }
.last, .with-subtitle {
margin-bottom: 0 ! important }
.hidden {
display: none }
.subscript {
vertical-align: sub;
font-size: smaller }
.superscript {
vertical-align: super;
font-size: smaller }
a.toc-backref {
text-decoration: none ;
color: black }
blockquote.epigraph {
margin: 2em 5em ; }
dl.docutils dd {
margin-bottom: 0.5em }
object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] {
overflow: hidden;
}
/* Uncomment (and remove this text!) to get bold-faced definition list terms
dl.docutils dt {
font-weight: bold }
*/
div.abstract {
margin: 2em 5em }
div.abstract p.topic-title {
font-weight: bold ;
text-align: center }
div.admonition, div.attention, div.caution, div.danger, div.error,
div.hint, div.important, div.note, div.tip, div.warning {
margin: 2em ;
border: medium outset ;
padding: 1em }
div.admonition p.admonition-title, div.hint p.admonition-title,
div.important p.admonition-title, div.note p.admonition-title,
div.tip p.admonition-title {
font-weight: bold ;
font-family: sans-serif }
div.attention p.admonition-title, div.caution p.admonition-title,
div.danger p.admonition-title, div.error p.admonition-title,
div.warning p.admonition-title, .code .error {
color: red ;
font-weight: bold ;
font-family: sans-serif }
/* Uncomment (and remove this text!) to get reduced vertical space in
compound paragraphs.
div.compound .compound-first, div.compound .compound-middle {
margin-bottom: 0.5em }
div.compound .compound-last, div.compound .compound-middle {
margin-top: 0.5em }
*/
div.dedication {
margin: 2em 5em ;
text-align: center ;
font-style: italic }
div.dedication p.topic-title {
font-weight: bold ;
font-style: normal }
div.figure {
margin-left: 2em ;
margin-right: 2em }
div.footer, div.header {
clear: both;
font-size: smaller }
div.line-block {
display: block ;
margin-top: 1em ;
margin-bottom: 1em }
div.line-block div.line-block {
margin-top: 0 ;
margin-bottom: 0 ;
margin-left: 1.5em }
div.sidebar {
margin: 0 0 0.5em 1em ;
border: medium outset ;
padding: 1em ;
background-color: #ffffee ;
width: 40% ;
float: right ;
clear: right }
div.sidebar p.rubric {
font-family: sans-serif ;
font-size: medium }
div.system-messages {
margin: 5em }
div.system-messages h1 {
color: red }
div.system-message {
border: medium outset ;
padding: 1em }
div.system-message p.system-message-title {
color: red ;
font-weight: bold }
div.topic {
margin: 2em }
h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,
h4.section-subtitle, h5.section-subtitle, h6.section-subtitle {
margin-top: 0.4em }
h1.title {
text-align: center }
h2.subtitle {
text-align: center }
hr.docutils {
width: 75% }
img.align-left, .figure.align-left, object.align-left, table.align-left {
clear: left ;
float: left ;
margin-right: 1em }
img.align-right, .figure.align-right, object.align-right, table.align-right {
clear: right ;
float: right ;
margin-left: 1em }
img.align-center, .figure.align-center, object.align-center {
display: block;
margin-left: auto;
margin-right: auto;
}
table.align-center {
margin-left: auto;
margin-right: auto;
}
.align-left {
text-align: left }
.align-center {
clear: both ;
text-align: center }
.align-right {
text-align: right }
/* reset inner alignment in figures */
div.align-right {
text-align: inherit }
/* div.align-center * { */
/* text-align: left } */
.align-top {
vertical-align: top }
.align-middle {
vertical-align: middle }
.align-bottom {
vertical-align: bottom }
ol.simple, ul.simple {
margin-bottom: 1em }
ol.arabic {
list-style: decimal }
ol.loweralpha {
list-style: lower-alpha }
ol.upperalpha {
list-style: upper-alpha }
ol.lowerroman {
list-style: lower-roman }
ol.upperroman {
list-style: upper-roman }
p.attribution {
text-align: right ;
margin-left: 50% }
p.caption {
font-style: italic }
p.credits {
font-style: italic ;
font-size: smaller }
p.label {
white-space: nowrap }
p.rubric {
font-weight: bold ;
font-size: larger ;
color: maroon ;
text-align: center }
p.sidebar-title {
font-family: sans-serif ;
font-weight: bold ;
font-size: larger }
p.sidebar-subtitle {
font-family: sans-serif ;
font-weight: bold }
p.topic-title {
font-weight: bold }
pre.address {
margin-bottom: 0 ;
margin-top: 0 ;
font: inherit }
pre.literal-block, pre.doctest-block, pre.math, pre.code {
margin-left: 2em ;
margin-right: 2em }
pre.code .ln { color: grey; } /* line numbers */
pre.code, code { background-color: #eeeeee }
pre.code .comment, code .comment { color: #5C6576 }
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
pre.code .literal.string, code .literal.string { color: #0C5404 }
pre.code .name.builtin, code .name.builtin { color: #352B84 }
pre.code .deleted, code .deleted { background-color: #DEB0A1}
pre.code .inserted, code .inserted { background-color: #A3D289}
span.classifier {
font-family: sans-serif ;
font-style: oblique }
span.classifier-delimiter {
font-family: sans-serif ;
font-weight: bold }
span.interpreted {
font-family: sans-serif }
span.option {
white-space: nowrap }
span.pre {
white-space: pre }
span.problematic {
color: red }
span.section-subtitle {
/* font-size relative to parent (h1..h6 element) */
font-size: 80% }
table.citation {
border-left: solid 1px gray;
margin-left: 1px }
table.docinfo {
margin: 2em 4em }
table.docutils {
margin-top: 0.5em ;
margin-bottom: 0.5em }
table.footnote {
border-left: solid 1px black;
margin-left: 1px }
table.docutils td, table.docutils th,
table.docinfo td, table.docinfo th {
padding-left: 0.5em ;
padding-right: 0.5em ;
vertical-align: top }
table.docutils th.field-name, table.docinfo th.docinfo-name {
font-weight: bold ;
text-align: left ;
white-space: nowrap ;
padding-left: 0 }
/* "booktabs" style (no vertical lines) */
table.docutils.booktabs {
border: 0px;
border-top: 2px solid;
border-bottom: 2px solid;
border-collapse: collapse;
}
table.docutils.booktabs * {
border: 0px;
}
table.docutils.booktabs th {
border-bottom: thin solid;
text-align: left;
}
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
font-size: 100% }
ul.auto-toc {
list-style-type: none }
</style>
</head>
<body>
<div class="document" id="account-move-number-sequence">
<h1 class="title">Account Move Number Sequence</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
2023-09-03 13:22:10 +02:00
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
2023-10-09 20:58:44 +02:00
!! source digest: sha256:24b147ba3451a8084a70152d4337e2ee8d1cd9cd2351f680198a690dae41d573
2022-05-12 19:05:15 +02:00
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
2023-09-03 13:22:10 +02:00
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-financial-tools/tree/16.0/account_move_name_sequence"><img alt="OCA/account-financial-tools" src="https://img.shields.io/badge/github-OCA%2Faccount--financial--tools-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-financial-tools-16-0/account-financial-tools-16-0-account_move_name_sequence"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-financial-tools&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
2022-05-12 19:05:15 +02:00
<p>In Odoo version 13.0 and previous versions, the number of journal entries was generated from a sequence configured on the journal.</p>
2022-05-20 16:55:28 +02:00
<p>In Odoo version 14.0, the number of journal entries can be manually set by the user. Then, the number attributed for the next journal entries in the same journal is computed by a complex piece of code that guesses the format of the journal entry number from the number of the journal entry which was manually entered by the user. It has several drawbacks:</p>
2022-05-12 19:05:15 +02:00
<ul class="simple">
<li>the available options for the sequence are limited,</li>
<li>it is not possible to configure the sequence in advance before the deployment in production,</li>
<li>as it is error-prone, they added a <em>Resequence</em> wizard to re-generate the journal entry numbers, which can be considered as illegal in many countries,</li>
2022-05-20 16:55:28 +02:00
<li>the <a class="reference external" href="https://github.com/odoo/odoo/blob/14.0/addons/account/models/sequence_mixin.py">piece of code</a> that handles this is not easy to understand and quite difficult to debug.</li>
2022-05-12 19:05:15 +02:00
</ul>
2022-05-20 16:55:28 +02:00
<p>Using this module, you can configure what kind of documents the gap sequence may be relaxed
And even if you must use no-gap in your company or country it will reduce the concurrency issues since the module is using an extra table (ir_sequence) instead of locking the last record</p>
<p>For those like me who think that the implementation before Odoo v14.0 was much better, for the accountants who think it should not be possible to manually enter the sequence of a customer invoice, for the auditor who considers that resequencing journal entries is prohibited by law, this module may be a solution to get out of the nightmare.</p>
2022-05-12 19:05:15 +02:00
<p>The field names used in this module to configure the sequence on the journal are exactly the same as in Odoo version 13.0 and previous versions. That way, if you migrate to Odoo version 14.0 and you install this module immediately after the migration, you should keep the previous behavior and the same sequences will continue to be used.</p>
<p>The module removes access to the <em>Resequence</em> wizard on journal entries.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
2023-09-03 13:22:10 +02:00
<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li>
2022-05-12 19:05:15 +02:00
</ul>
</li>
</ul>
</div>
<div class="section" id="configuration">
2023-09-03 13:22:10 +02:00
<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
2022-05-12 19:05:15 +02:00
<p>On the form view of an account journal, in the first tab, there is a many2one link to the sequence. When you create a new journal, you can keep this field empty and a new sequence will be automatically created when you save the journal.</p>
2022-05-26 21:27:25 +02:00
<p>On sale and purchase journals, you have an additional option to have another sequence dedicated to refunds.</p>
2022-05-12 19:05:15 +02:00
<p>Upon module installation, all existing journals will be updated with a journal entry sequence (and also a credit note sequence for sale and purchase journals). You should update the configuration of the sequences to fit your needs. You can uncheck the option <em>Dedicated Credit Note Sequence</em> on existing sale and purchase journals if you dont want it. For the journals which already have journal entries, you should update the sequence configuration to avoid a discontinuity in the numbering for the next journal entry.</p>
</div>
<div class="section" id="bug-tracker">
2023-09-03 13:22:10 +02:00
<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
2022-05-12 19:05:15 +02:00
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
2023-09-03 13:22:10 +02:00
If you spotted it first, help us to smash it by providing a detailed and welcomed
2022-12-08 22:47:57 +01:00
<a class="reference external" href="https://github.com/OCA/account-financial-tools/issues/new?body=module:%20account_move_name_sequence%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
2022-05-12 19:05:15 +02:00
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
2023-09-03 13:22:10 +02:00
<h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1>
2022-05-12 19:05:15 +02:00
<div class="section" id="authors">
2023-09-03 13:22:10 +02:00
<h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2>
2022-05-12 19:05:15 +02:00
<ul class="simple">
<li>Akretion</li>
<li>Vauxoo</li>
</ul>
</div>
<div class="section" id="contributors">
2023-09-03 13:22:10 +02:00
<h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
2022-05-12 19:05:15 +02:00
<ul class="simple">
2022-12-08 22:47:57 +01:00
<li><a class="reference external" href="https://www.akretion.com">Akretion</a>:<ul>
2022-05-12 19:05:15 +02:00
<li>Alexis de Lattre &lt;<a class="reference external" href="mailto:alexis.delattre&#64;akretion.com">alexis.delattre&#64;akretion.com</a>&gt;</li>
2022-12-08 22:47:57 +01:00
</ul>
</li>
<li><a class="reference external" href="https://www.vauxoo.com">Vauxoo</a>:<ul>
2022-05-12 19:05:15 +02:00
<li>Moisés López &lt;<a class="reference external" href="mailto:moylop260&#64;vauxoo.com">moylop260&#64;vauxoo.com</a>&gt;</li>
2022-05-26 21:27:25 +02:00
<li>Francisco Luna &lt;<a class="reference external" href="mailto:fluna&#64;vauxoo.com">fluna&#64;vauxoo.com</a>&gt;</li>
2022-05-12 19:05:15 +02:00
</ul>
2022-12-08 22:47:57 +01:00
</li>
<li><a class="reference external" href="https://www.factorlibre.com">Factor Libre</a>:<ul>
<li>Rodrigo Bonilla Martinez &lt;<a class="reference external" href="mailto:rodrigo.bonilla&#64;factorlibre.com">rodrigo.bonilla&#64;factorlibre.com</a>&gt;</li>
</ul>
</li>
</ul>
2022-05-12 19:05:15 +02:00
</div>
<div class="section" id="maintainers">
2023-09-03 13:22:10 +02:00
<h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2>
2022-05-12 19:05:15 +02:00
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
2022-05-13 19:52:55 +02:00
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
2023-10-09 20:58:44 +02:00
<p><a class="reference external image-reference" href="https://github.com/alexis-via"><img alt="alexis-via" src="https://github.com/alexis-via.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/moylop260"><img alt="moylop260" src="https://github.com/moylop260.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/frahikLV"><img alt="frahikLV" src="https://github.com/frahikLV.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/luisg123v"><img alt="luisg123v" src="https://github.com/luisg123v.png?size=40px" /></a></p>
2022-12-08 22:47:57 +01:00
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-financial-tools/tree/16.0/account_move_name_sequence">OCA/account-financial-tools</a> project on GitHub.</p>
2022-05-12 19:05:15 +02:00
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
</body>
</html>