[MIG][14.0] sale_order_invoicing_grouping_criteria #962
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…rouping criteria This module allows to use custom criteria for grouping sales orders to be invoiced. Default criteria for grouping (invoicing partner and currency used) will be always applied, as if not respected, there will be business inconsistencies, but you can add more fields to split the invoicing according them. Configuration ============= For creating new grouping criteria: 1. Go to *Invoicing > Configuration > Management > Invoicing Grouping Criteria*. 2. Create or modify existing criteria, selecting fields belonging to "Sales Order" header model for grouping according them. 3. Invoicing address and currency will always be applied with the selected ones. For setting a different grouping criteria for a specific customer: 1. Go to *Invoicing > Sales > Master Data > Customers*. 2. Open the desired customer. 3. Go to *Invoicing* page. 4. Set on "Sales Invoicing Grouping Criteria" the desired grouping criteria. For setting a different default grouping criteria than the standard for the whole company: 1. Go to *Invoicing > Configuration> Settings*. 2. Locate inside "Sales Order Invoicing" section, the field "Default Grouping Criteria". 3. Introduce there the grouping criteria to be applied by default. If empty, the general default of invoicing address + currency will be applied. Usage ===== 1. Go to *Sales > Invoicing > Orders to Invoice*. 2. Select sales orders whose invoicing you want to do. 3. Click on *Action > Invoice Order*. 4. Click on "Create and View Invoices" button. 5. On that moment, the grouping criteria will be applied, and you will see different invoices if the criteria doesn't match for them.
- Standard procedure - Adapt code
- Standard procedure - Adapt code
Updated by "Update PO files to match POT (msgmerge)" hook in Weblate. Translation: account-invoicing-13.0/account-invoicing-13.0-sale_order_invoicing_grouping_criteria Translate-URL: https://translation.odoo-community.org/projects/account-invoicing-13-0/account-invoicing-13-0-sale_order_invoicing_grouping_criteria/
Odoo now includes a hook for obtaining the grouping criteria, so we are making use of it for cleaning some code and being compatible with other developments. We also clarifies in documentation the new company grouping criteria also introduced by Odoo, as v13 allows to see several companies at the same time.
…riteria, but slice super calls It turns out that the grouping criteria is applied over the invoice vals dictionary list instead on sales order so you can't group by any field in sales order, including the trick of slicing by ID for not grouping at all. We then restore and adapt the v12 code, that slices the recordset in pieces according the grouping criteria with fields obtained in the sales orders.
- The partner to get the grouping criteria should be the invoice address (if set) as this one will be used to create the invoice; - Extract this part into a function to have a overwritable point; - Little improvement into unit test: disable tracking.
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CasVissers-360ERP
approved these changes
Jul 12, 2021
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This PR has the |
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@pedrobaeza can we merge this one? |
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/ocabot merge nobump |
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Hey, thanks for contributing! Proceeding to merge this for you. |
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Congratulations, your PR was merged at 0dd0847. Thanks a lot for contributing to OCA. ❤️ |
TelmoSuarezConinpe
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