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[ADD] [10.0] [BR001136] [23300] account_invoice_kanban #309
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
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======================= | ||
Account Invoice Kanban | ||
======================= | ||
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Currently Odoo just provides a status for Draft/open/paid status which is not | ||
enough to follow the full administrative process. | ||
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This administrative process can be sometimes quite complex with workflow that | ||
might be different by customers. | ||
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Some are usual steps: | ||
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* Timesheets created | ||
* Timesheets report internal validation | ||
* Timesheets Validated by the customer | ||
* ERP invoice created | ||
* ERP invoice validated | ||
* Other documents (contracts, official invoice) printing | ||
* Other documents (contracts, official invoice) delivery | ||
* PR/PO or contract reception for payment (some customers) | ||
* Payment received (=done) | ||
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This list may vary over time and from customers. | ||
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This module provides administrative stage management similar to the tasks in Odoo: | ||
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* Add a Stage in Invoice (like in tasks) with the separate field for the additional | ||
workflow on top of current one. | ||
* No button to switch from stages: simply clicking on it is enough (like tasks) | ||
* Add Kanban view, default with stage group by. | ||
* Kanban becomes the default view. | ||
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Configuration | ||
============= | ||
Stage are set up in the Settings Menu of Odoo application (after switching to | ||
Developer Mode): | ||
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#. go to Settings > Technical > Kanban > Stages. | ||
#. Create a new stage | ||
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Usage | ||
===== | ||
#. Go to Invoicing menu --> Customers --> Customer Invoices | ||
#. Enjoy the new kanban view | ||
#. Drag and drop the invoices from stage to stage | ||
#. In the form view, click on any new stage to change it | ||
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Roadmap / Known Issues | ||
====================== | ||
* Invoice stages and status are currently not synchronized: this is so since | ||
every organization might have different needs and stages. Nevertheless, they | ||
can be easily sync'ed (at least from status to Stages) via server actions. | ||
Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/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. | ||
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Credits | ||
======= | ||
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Contributors | ||
------------ | ||
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* Eric Caudal <[email protected]> | ||
* Victor M. Martin <[email protected]> | ||
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Maintainer | ||
---------- | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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This module is maintained by the OCA. | ||
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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. | ||
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To contribute to this module, please visit https://odoo-community.org. |
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# -*- coding: utf-8 -*- | ||
# © 2017 Elico Corp (https://www.elico-corp.com). | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
from . import models |
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# -*- coding: utf-8 -*- | ||
# © 2017 Elico Corp (https://www.elico-corp.com). | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
{ | ||
'name': 'Account Invoice Kanban', | ||
'summary': 'Add Kanban view in Invoice to follow administrative tasks', | ||
'version': '10.0.1.0.0', | ||
'website': 'https://www.elico-corp.com/', | ||
'author': 'Elico Corp, Odoo Community Association (OCA)', | ||
'depends': [ | ||
'account', | ||
'base_kanban_stage', | ||
], | ||
'data': [ | ||
'views/account_invoice_view.xml', | ||
], | ||
'demo': [ | ||
'demo/account_invoice_demo.xml', | ||
], | ||
'license': 'AGPL-3', | ||
'installable': True, | ||
} |
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<?xml version="1.0" encoding="utf-8"?> | ||
<odoo> | ||
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<record id="invoice_new" model="base.kanban.stage"> | ||
<field name="sequence">1</field> | ||
<field name="name">New</field> | ||
<field name="res_model_id" search="[('model','=','account.invoice')]" model="ir.model" /> | ||
<field name="fold">False</field> | ||
</record> | ||
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<record id="invoice_created" model="base.kanban.stage"> | ||
<field name="sequence">2</field> | ||
<field name="name">Invoice Created</field> | ||
<field name="res_model_id" search="[('model','=','account.invoice')]" model="ir.model" /> | ||
<field name="fold">False</field> | ||
</record> | ||
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<record id="invoice_validated" model="base.kanban.stage"> | ||
<field name="sequence">3</field> | ||
<field name="name">Invoice Validated</field> | ||
<field name="res_model_id" search="[('model','=','account.invoice')]" model="ir.model" /> | ||
<field name="fold">False</field> | ||
</record> | ||
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<record id="invoice_sent" model="base.kanban.stage"> | ||
<field name="sequence">4</field> | ||
<field name="name">Documentation Sent</field> | ||
<field name="res_model_id" search="[('model','=','account.invoice')]" model="ir.model" /> | ||
<field name="fold">False</field> | ||
</record> | ||
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<record id="invoice_received" model="base.kanban.stage"> | ||
<field name="sequence">5</field> | ||
<field name="name">Documentation Received</field> | ||
<field name="res_model_id" search="[('model','=','account.invoice')]" model="ir.model" /> | ||
<field name="fold">False</field> | ||
</record> | ||
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<record id="invoice_signed" model="base.kanban.stage"> | ||
<field name="sequence">6</field> | ||
<field name="name">Contract Signed</field> | ||
<field name="res_model_id" search="[('model','=','account.invoice')]" model="ir.model" /> | ||
<field name="fold">False</field> | ||
</record> | ||
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<record id="invoice_patment_received" model="base.kanban.stage"> | ||
<field name="sequence">7</field> | ||
<field name="name">Payment Received</field> | ||
<field name="res_model_id" search="[('model','=','account.invoice')]" model="ir.model" /> | ||
<field name="fold">True</field> | ||
</record> | ||
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</odoo> |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * account_invoice_kanban | ||
# | ||
# Translators: | ||
# OCA Transbot <[email protected]>, 2017 | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 8.0\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2017-05-17 02:54+0000\n" | ||
"PO-Revision-Date: 2017-05-17 02:54+0000\n" | ||
"Last-Translator: OCA Transbot <[email protected]>, 2017\n" | ||
"Language-Team: Amharic (https://www.transifex.com/oca/teams/23907/am/)\n" | ||
"MIME-Version: 1.0\n" | ||
"Content-Type: text/plain; charset=UTF-8\n" | ||
"Content-Transfer-Encoding: \n" | ||
"Language: am\n" | ||
"Plural-Forms: nplurals=2; plural=(n > 1);\n" | ||
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#. module: account_invoice_kanban | ||
#: model:ir.model,name:account_invoice_kanban.model_account_invoice_stage | ||
msgid "Account Invoice Stage" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: view:account.invoice.stage:account_invoice_kanban.account_invoice_stage_form_view | ||
msgid "Add a description..." | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: view:account.invoice:account_invoice_kanban.view_account_invoice_kanban | ||
msgid "Balance -" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice,color:0 | ||
msgid "Color Index" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice.stage,create_uid:0 | ||
msgid "Created by" | ||
msgstr "Creado por" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice.stage,create_date:0 | ||
msgid "Created on" | ||
msgstr "Creado en" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice.stage,description:0 | ||
msgid "Description" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice.stage,display_name:0 | ||
msgid "Display Name" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: view:account.invoice:account_invoice_kanban.view_account_invoice_kanban | ||
msgid "Due date -" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice.stage,fold:0 | ||
msgid "Folded in Kanban View" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice.stage,id:0 | ||
msgid "ID" | ||
msgstr "ID" | ||
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#. module: account_invoice_kanban | ||
#: model:ir.model,name:account_invoice_kanban.model_account_invoice | ||
msgid "Invoice" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: view:account.invoice.stage:account_invoice_kanban.account_invoice_stage_form_view | ||
#: view:account.invoice.stage:account_invoice_kanban.account_invoice_stage_tree_view | ||
msgid "Invoice Stage" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: model:ir.ui.menu,name:account_invoice_kanban.menu_account_invoice_types_view | ||
msgid "Invoice Stages" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice.stage,__last_update:0 | ||
msgid "Last Modified on" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice.stage,write_uid:0 | ||
msgid "Last Updated by" | ||
msgstr "Última actualización por" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice.stage,write_date:0 | ||
msgid "Last Updated on" | ||
msgstr "Última actualización en" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice.stage,sequence:0 | ||
msgid "Sequence" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: view:account.invoice:account_invoice_kanban.view_account_invoice_kanban | ||
msgid "Source -" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: view:account.invoice:account_invoice_kanban.view_account_invoice_filter | ||
msgid "Stage" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice.stage,name:0 | ||
msgid "Stage Name" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: field:account.invoice,stage_id:0 | ||
#: model:ir.actions.act_window,name:account_invoice_kanban.account_invoice_stage_action | ||
#: model:ir.ui.menu,name:account_invoice_kanban.menu_parent_invoice_types_view | ||
msgid "Stages" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: view:account.invoice:account_invoice_kanban.view_account_invoice_filter | ||
msgid "Status" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: view:account.invoice:account_invoice_kanban.view_account_invoice_kanban | ||
msgid "Total Invoice -" | ||
msgstr "" | ||
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#. module: account_invoice_kanban | ||
#: view:account.invoice:account_invoice_kanban.view_account_invoice_kanban | ||
msgid "oe_kanban_text_red" | ||
msgstr "" |
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