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account-financial-tools/account_journal_general_sequence
Jairo Llopis ddb5d15f53
[FIX] account_journal_general_sequence: fix multicompany
Instead of defining the new sequence as a field default, it is now a compute. This is because the sequence depends on the company, but we don't have the `company_id` field until the record is created.

Reduced the default number of padded zeroes to 8. This is a product decision.

The original implementation didn't make much sense because it allowed the user to set a different sequence per journal, but Odoo already has that kind of sequence. The only purpose of this module is to have a sequence *per company*. To avoid breaking too much, for now, when the journal sequence is the default one, we set it as readonly.

Limit the available sequences in the renumbering wizard. Display only those that you have access by your selected context companies. For some reason, Odoo doesn't filter sequences by company automatically.

@moduon MT-3076

Co-authored-by: Andrea Cattalani <22261939+anddago78@users.noreply.github.com>
2023-06-28 11:28:23 +01:00
..
i18n Update translation files 2023-06-23 11:47:29 +00:00
migrations/16.0.2.0.0 [FIX] account_journal_general_sequence: fix multicompany 2023-06-28 11:28:23 +01:00
models [FIX] account_journal_general_sequence: fix multicompany 2023-06-28 11:28:23 +01:00
readme [FIX] account_journal_general_sequence: bottleneck at install 2022-12-23 10:22:43 +00:00
security [ADD] account_journal_general_sequence: account move entry sequence 2022-12-23 10:22:43 +00:00
static/description [UPD] README.rst 2022-12-23 11:21:55 +00:00
tests [FIX] account_journal_general_sequence: fix multicompany 2023-06-28 11:28:23 +01:00
views [FIX] account_journal_general_sequence: fix multicompany 2023-06-28 11:28:23 +01:00
wizards [FIX] account_journal_general_sequence: fix multicompany 2023-06-28 11:28:23 +01:00
__init__.py [ADD] account_journal_general_sequence: account move entry sequence 2022-12-23 10:22:43 +00:00
__manifest__.py [FIX] account_journal_general_sequence: fix multicompany 2023-06-28 11:28:23 +01:00
README.rst [UPD] README.rst 2022-12-23 11:21:55 +00:00

====================================
General sequence in account journals
====================================

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This module extends the functionality of account to support sequenced entry
numbers and to allow you to renumber them if needed, on demand.

It adds a new field called *Entry number*. This is independent from the *Number*
that Odoo adds by default, and has different purpose.

**Table of contents**

.. contents::
   :local:

Installation
============

After installing this module, no entry numbers will be generated because that
could have a very negative impact in installations that already had a lot of
account moves.

If you need to add numbers to preexisting account moves, please use the
renumbering wizard as explained in the *Usage* section.

Configuration
=============

To configure journal sequences:

#. Have full accounting permissions.
#. Go to *Invoicing > Configuration > Accounting > Journals*.
#. Select or create the journal you want to configure.
#. Use *Account entry number sequence* to configure a sequence.

Note that:

* Various journals can share the same sequence.
* All journals get a shared default sequence, per company.
* Entry numbers must be unique per company. So, if you use different sequences
  per journal, make sure they don't produce colliding results.

Usage
=====

To see journal entry numbers:

#. Go to *Invoicing > Accounting > Miscellaneous > Journal Entries*.
#. Notice the new field *Entry Number*. Only posted moves get an entry number.

Note that:

* You can use that new field in quick searches.
* You can see it also in *Invoicing > Accounting > Miscellaneous > Journal Items*.

To renumber journal entries:

#. Have full accounting permissions.
#. Have *Accounting / Invoicing / Billing Administrator* permissions.
#. Go to *Invoicing > Accounting > Actions > Renumber journal entries*.
#. Configure those parameters.
#. Click on *Renumber*.

Note that:

* You will only be able to select sequences related to journals.
* A sequence usually affects various journals, if not all.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/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-financial-tools/issues/new?body=module:%20account_journal_general_sequence%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

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

Credits
=======

Authors
~~~~~~~

* Moduon

Contributors
~~~~~~~~~~~~

* Jairo Llopis (`Moduon <https://www.moduon.team/>`__)
* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

.. |maintainer-yajo| image:: https://github.com/yajo.png?size=40px
    :target: https://github.com/yajo
    :alt: yajo

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-yajo| 

This module is part of the `OCA/account-financial-tools <https://github.com/OCA/account-financial-tools/tree/16.0/account_journal_general_sequence>`_ project on GitHub.

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