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[18.0][MIG] rma: Migration to 18.0 #435

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e8ff186
[ADD] rma: new module
May 13, 2020
ab11457
Added translation using Weblate (Portuguese (Brazil))
fcolus Jul 22, 2020
b40c4a0
[FIX+IMP] rma: view permissions + portal views access errors + teams …
chienandalu Aug 14, 2020
70f8774
[FIX+IMP] rma, rma_sale: fix bugs and add improvements
Aug 19, 2020
7141ad7
Translated using Weblate (Spanish)
pedrobaeza Aug 22, 2020
d2c65c4
[FIX] rma: permissions for general users
chienandalu Aug 24, 2020
85e3df6
[IMP] rma: Return created sequence on create_rma_index
pedrobaeza Aug 22, 2020
d6e6538
[IMP] rma_sale: portal improvents
chienandalu Aug 28, 2020
8903e15
[FIX] rma: Perform refund with proper view
pedrobaeza Sep 14, 2020
e28a47c
[IMP] rma: set rma to received on invoice delete + incoming picking t…
Sep 15, 2020
c39bdb3
[FIX+IMP] rma: usability + Translated using Weblate (Spanish) + 5 thi…
chienandalu Sep 30, 2020
1102b35
[IMP] rma: black, isort, prettier
Oct 23, 2020
a4d58c2
[MIG] rma: Migration to 13.0
Oct 23, 2020
9fd491f
[IMP] rma: Add customer as suggested recipient
Dec 1, 2020
03ed781
Added translation using Weblate (Romanian)
dhongu Dec 11, 2020
c10e750
Added translation using Weblate (Dutch)
bosd Dec 13, 2020
76dfe90
Added translation using Weblate (Chinese (Simplified))
dong-z Mar 21, 2021
37181a7
Translated using Weblate (Chinese (Simplified))
dong-z Mar 21, 2021
01720c0
[IMP] rma: auto send confirmation email
chienandalu Feb 9, 2021
ebcf032
[IMP] rma_sale: prepare kits integration
chienandalu Nov 16, 2020
1f8e906
[IMP] rma: automatic notification subtypes
chienandalu Mar 1, 2021
641bfd2
[IMP] rma, rma_sale: shipping address
chienandalu Nov 6, 2020
deccd5c
[FIX] rma: Set default source location for RMA created from scratch
Mar 4, 2021
9304743
[FIX] rma: tagged test
chienandalu May 5, 2021
35bce80
[IMP] rma: tags
chienandalu May 6, 2021
c94225e
[IMP] rma: black, isort, prettier
chafique-delli Jun 6, 2021
85ee237
[MIG] rma: Migration to 14.0
chafique-delli Dec 4, 2020
3cf41fb
[IMP] rma: notify reception to customer
chienandalu May 19, 2021
cdad3f8
[IMP] rma: public tags
chienandalu May 25, 2021
0a940eb
[IMP] rma: allow to archive operation types
chienandalu Jul 14, 2021
3fda9c6
Remove useless archive/unarchive button on form views
florian-dacosta Jul 29, 2021
9e65b53
[FIX] rma: Propagate cancel_backorder argument
pedrobaeza Sep 19, 2021
bd5b850
[FIX] rma: default team and responsible
chienandalu Sep 23, 2021
fd3d295
[FIX] rma: Use Form to avoid UoM change invalid check
pedrobaeza Sep 6, 2021
b02f562
[FIX] rma: return location
chienandalu Sep 23, 2021
4e5f503
Added translation using Weblate (Portuguese)
pedrocs-exo Oct 28, 2021
3352ada
Translated using Weblate (Portuguese)
pedrocs-exo Oct 28, 2021
ab3760e
Added translation using Weblate (Italian)
francesco-ooops Nov 23, 2021
89c1638
[FIX] multi company error on rma location choice
florian-dacosta Dec 1, 2021
d50fad7
Translated using Weblate (Italian)
SicurSam Dec 3, 2021
c3f81b1
Translated using Weblate (Italian)
francesco-ooops Dec 10, 2021
329f9b3
[FIX] duplicate labels (category_id, uom_category_id) of rma())
Kev-Roche Jan 16, 2022
f9fe663
Translated using Weblate (Spanish)
xavigutipujol Jan 17, 2022
86afb9d
[FIX] rma: return wizard to_refund
chienandalu Jan 17, 2022
bc402f7
[FIX] rma: Adjust hook for existing values
pedrobaeza Dec 18, 2021
8603650
[IMP] rma report: invoice and shipping address
chienandalu Jan 21, 2022
8a6799a
[IMP] rma: unplug test cases from declaration
chienandalu Jan 25, 2022
86e115a
[IMP] rma: finish RMA manually
chienandalu Jan 28, 2022
6de6996
[FIX] Do not link reception and delivery move in case of RMA replacement
florian-dacosta Feb 7, 2022
01a42b3
[FIX] rma: name column width in tree view
chienandalu Mar 15, 2022
36c4cc9
Translated using Weblate (Italian)
francesco-ooops Mar 23, 2022
841296d
Translated using Weblate (Italian)
SicurSam Mar 31, 2022
40c2eaa
[IMP] update dotfiles [ci skip]
OCA-git-bot Mar 31, 2022
6c94a01
[14.0][FIX] rma_sale, fix action permission issues.
GSLabIt Apr 26, 2022
2e6b93d
[14.0][FIX] rma, fix permission for action
GSLabIt Apr 26, 2022
21c8868
[FIX] rma: Allow manual finalization in wizard.
victoralmau May 4, 2022
44fd781
Translated using Weblate (Italian)
francesco-ooops May 18, 2022
6e8b9ab
[FIX] rma: refund permissions
chienandalu Feb 17, 2022
3e24c55
[IMP] rma: optionally group returns to customer
chienandalu Mar 7, 2022
9b33dbd
[FIX] rma: Avoid set invoice_payment_term_id from partner default val…
victoralmau Jun 22, 2022
7c6f20d
Update translation files
oca-transbot Jun 29, 2022
a63f478
[FIX] rma + rma_sale: Allow to create an RMA to a user with access_to…
victoralmau May 16, 2022
8f8df35
[MIG] rma: Migration to 15.0
Aug 10, 2022
59c09d6
[OU-ADD] rma: Add migration script.
victoralmau Aug 19, 2022
2bd29da
[IMP] rma: Use _prepare_home_portal_values() function.
victoralmau Sep 2, 2022
4e829be
Added translation using Weblate (German)
Sep 26, 2022
5e25cfe
[FIX] rma: multiple substitution moves
chienandalu Oct 26, 2022
4d5398d
Translated using Weblate (Italian)
primes2h Dec 1, 2022
4286b72
[FIX] rma: avoid reopening a cancelled RMA when the reception is deleted
chienandalu Mar 9, 2023
9ff3947
Translated using Weblate (German)
Apr 5, 2023
0ebf4ac
[FIX] rma: avoid refunding in picking return wizard
chienandalu Mar 21, 2023
76ef9d6
Translated using Weblate (Italian)
francesco-ooops Dec 29, 2022
6e39a8c
Translated using Weblate (Italian)
mymage Dec 20, 2022
3813c06
Translated using Weblate (Spanish)
CarlosRoca13 Aug 11, 2023
be5ec01
[MIG] rma: Migration to 16.0
pedrobaeza Aug 24, 2023
c9c9801
[UPD] Update rma.pot
Aug 28, 2023
f01da48
[UPD] README.rst
OCA-git-bot Aug 28, 2023
103dbe7
[UPD] README.rst
OCA-git-bot Sep 3, 2023
3130cfb
Update translation files
weblate Sep 3, 2023
b1ee14d
Translated using Weblate (Italian)
mymage Sep 4, 2023
8a4b01e
[FIX] rma: _get_sequence_values signature
chienandalu Sep 6, 2023
1128487
Translated using Weblate (Spanish)
Ivorra78 Sep 7, 2023
cd63c97
Added translation using Weblate (French)
Sep 12, 2023
3a5bb16
Translated using Weblate (Spanish)
Ivorra78 Sep 20, 2023
655cc23
Update translation files
weblate Oct 10, 2023
8389008
[FIX] rma: `image_128` -> `avatar_128`
MiquelRForgeFlow Oct 10, 2023
4db71a2
[BOT] post-merge updates
OCA-git-bot Oct 10, 2023
80a8f67
Translated using Weblate (Italian)
mymage Oct 11, 2023
7458729
Translated using Weblate (Italian)
francesco-ooops Oct 17, 2023
ec57107
Translated using Weblate (Italian)
mymage Oct 31, 2023
010e1ae
Translated using Weblate (French)
kbentaleb Jan 4, 2024
ae1e73c
Translated using Weblate (Italian)
mymage Jan 22, 2024
fa84636
[FIX] rma: unresolved and late filters
chienandalu Jan 30, 2024
f8ba914
[IMP] rma: mantainers
chienandalu Jan 30, 2024
2024f2f
[BOT] post-merge updates
OCA-git-bot Jan 30, 2024
36b9845
Translated using Weblate (Italian)
mymage Mar 1, 2024
b850329
[IMP] rma: pre-commit auto fixes
peluko00 May 3, 2024
218958b
[MIG] rma: Migration to 17.0
peluko00 May 8, 2024
881704d
[UPD] Update rma.pot
May 15, 2024
ccad231
[BOT] post-merge updates
OCA-git-bot May 15, 2024
c4087e0
Update translation files
weblate May 15, 2024
cd99e7e
[FIX] uom_id in RMA report
raumschmiede-joshuaL May 16, 2024
b726896
[BOT] post-merge updates
OCA-git-bot May 16, 2024
65b1882
Translated using Weblate (Italian)
mymage May 17, 2024
82aa6b0
[FIX] rma: Make the quantity comparison correctly (with precision_dig…
victoralmau Jun 28, 2024
81b5261
[FIX] rma: Change code to get the correct rmas (move_ids.rma_ids)
victoralmau Jun 28, 2024
008371a
[BOT] post-merge updates
OCA-git-bot Jun 28, 2024
a5d9f08
[FIX] rma: Add location_id field for the expected behavior
victoralmau Jun 28, 2024
1609881
[IMP] rma: use only procurement.group run to create stock transfers
mt-software-de Apr 15, 2024
a49648e
[UPD] Update rma.pot
Jul 1, 2024
98f068b
[BOT] post-merge updates
OCA-git-bot Jul 1, 2024
2b17205
Update translation files
weblate Jul 1, 2024
56d5bc5
Translated using Weblate (Italian)
mymage Jul 2, 2024
4ad22c4
Translated using Weblate (Italian)
mymage Aug 20, 2024
b0ae41f
[UPD] Update rma.pot
Aug 20, 2024
719ec8d
Update translation files
weblate Aug 20, 2024
0b56d01
Translated using Weblate (Italian)
mymage Sep 18, 2024
c70e530
Translated using Weblate (Italian)
mymage Sep 23, 2024
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[IMP] rma: pre-commit auto fixes
peluko00 Nov 12, 2024
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209 changes: 209 additions & 0 deletions rma/README.rst
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===========================================
Return Merchandise Authorization Management
===========================================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:8f36869aece97a0f6af8aa5d76b446e9cf0bd589d914c1f5e12c628e87317021
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
:target: https://odoo-community.org/page/development-status
:alt: Production/Stable
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Frma-lightgray.png?logo=github
:target: https://github.com/OCA/rma/tree/17.0/rma
:alt: OCA/rma
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/rma-17-0/rma-17-0-rma
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/rma&target_branch=17.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows you to manage `Return Merchandise Authorization
(RMA) <https://en.wikipedia.org/wiki/Return_merchandise_authorization>`__.
RMA documents can be created from scratch, from a delivery order or from
an incoming email. Product receptions and returning delivery operations
of the RMA module are fully integrated with the Receipts and Deliveries
Operations of Odoo inventory core module. It also allows you to generate
refunds in the same way as Odoo generates it. Besides, you have full
integration of the RMA documents in the customer portal.

**Table of contents**

.. contents::
:local:

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

If you want RMAs to be created from incoming emails, you need to:

1. Go to *Settings > General Settings*.
2. Check 'External Email Servers' checkbox under *Discuss* section.
3. Set an 'alias domain' and an incoming server.
4. Go to *RMA > Configuration > RMA Team* and select a team or create a
new one.
5. Go to 'Email' tab and set an 'Email Alias'.

If you want to manually finish RMAs, you need to:

1. Go to *Settings > Inventory*.
2. Set *Finish RMAs manually* checkbox on.

By default, returns to customer are grouped by shipping address,
warehouse and company. If you want to avoid this grouping you can:

1. Go to *Settings > Inventory*.
2. Set *Group RMA returns by customer address and warehouse* checkbox
off.

The users will still be able to group those pickings from the wizard.

Usage
=====

To use this module, you need to:

1. Go to *RMA > Orders* and create a new RMA.
2. Select a partner, an invoice address, select a product (or select a
picking and a move instead), write a quantity, fill the rest of the
form and click on 'confirm' button in the status bar.
3. You will see an smart button labeled 'Receipt'. Click on that button
to see the reception operation form.
4. If everything is right, validate the operation and go back to the RMA
to see it in a 'received' state.
5. Now you are able to generate a refund, generate a delivery order to
return to the customer the same product or another product as a
replacement, split the RMA by extracting a part of the remaining
quantity to another RMA, preview the RMA in the website. All of these
operations can be done by clicking on the buttons in the status bar.

- If you click on 'To Refund' button, a refund will be created, and
it will be accessible via the smart button labeled Refund. The RMA
will be set automatically to 'Refunded' state when the refund is
validated.
- If you click on 'Replace' or 'Return to customer' button instead,
a popup wizard will guide you to create a Delivery order to the
client and this order will be accessible via the smart button
labeled Delivery. The RMA will be set automatically to 'Replaced'
or 'Returned' state when the RMA quantity is equal or lower than
the quantity in done delivery orders linked to it.

6. You can also finish the RMA without further ado. To do so click on
the *Finish* button. A wizard will ask you for the reason from a
selection of preconfigured ones. Be sure to configure them in advance
on *RMA > Configuration > Finalization Reasons*. Once the RMA is
finished, it will be set to that state and the reason will be
registered.

An RMA can also be created from a return of a delivery order:

1. Select a delivery order and click on 'Return' button to create a
return.
2. Check "Create RMAs" checkbox in the returning wizard, select the RMA
stock location and click on 'Return' button.
3. An RMA will be created for each product returned in the previous
step. Every RMA will be in confirmed state and they will be linked to
the returning operation generated previously.

There are Optional RMA Teams that can be used for:

- Organize RMAs in sections.
- Subscribe users to notifications.
- Create RMAs from incoming mail to special aliases (See
configuration section).

To create an RMA Team (RMA Responsible user level required):

1. Go to *RMA > Configuration > RMA Teams*
2. Create a new team and assign a name, a responsible and members.
3. Subscribe users to notifications, that can be of these subtypes:

- RMA draft. When a new RMA is created.
- Notes, Debates, Activities. As in standard Odoo.

4. In the list view, use the cross handle to sort RMA Teams. The top
team will be the default one if no team is set.

Known issues / Roadmap
======================

- As soon as the picking is selected, the user should select the move,
but perhaps stock.move \_rec_name could be improved to better show
what the product of that move is.
- Add RMA reception and/or RMA delivery on several steps - 2 or 3 -
like normal receptions/deliveries. It should be a separate option
inside the warehouse definition.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/rma/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/rma/issues/new?body=module:%20rma%0Aversion:%2017.0%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
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

- Ernesto Tejeda
- Pedro M. Baeza
- David Vidal
- Víctor Martínez

- Chafique Delli <[email protected]>
- Giovanni Serra - Ooops <[email protected]>
- `APSL-Nagarro <https://www.apsl.tech>`__:

- Antoni Marroig <[email protected]>

- Michael Tietz (MT Software) [email protected]

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

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

|maintainer-pedrobaeza| |maintainer-chienandalu|

This module is part of the `OCA/rma <https://github.com/OCA/rma/tree/17.0/rma>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
6 changes: 6 additions & 0 deletions rma/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from . import controllers
from . import models
from . import wizard
from .hooks import post_init_hook
41 changes: 41 additions & 0 deletions rma/__manifest__.py
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# Copyright 2020 Tecnativa - Ernesto Tejeda
# Copyright 2021-2023 Tecnativa - David Vidal
# Copyright 2021-2023 Tecnativa - Pedro M. Baeza
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Return Merchandise Authorization Management",
"summary": "Return Merchandise Authorization (RMA)",
"version": "17.0.2.0.0",
"development_status": "Production/Stable",
"category": "RMA",
"website": "https://github.com/OCA/rma",
"author": "Tecnativa, Odoo Community Association (OCA)",
"maintainers": ["pedrobaeza", "chienandalu"],
"license": "AGPL-3",
"depends": ["stock_account"],
"data": [
"views/report_rma.xml",
"report/report.xml",
"data/mail_data.xml",
"data/rma_operation_data.xml",
"data/stock_data.xml",
"security/rma_security.xml",
"security/ir.model.access.csv",
"wizard/stock_picking_return_views.xml",
"wizard/rma_delivery_views.xml",
"wizard/rma_finalization_wizard_views.xml",
"wizard/rma_split_views.xml",
"views/menus.xml",
"views/res_partner_views.xml",
"views/rma_finalization_views.xml",
"views/rma_portal_templates.xml",
"views/rma_team_views.xml",
"views/rma_views.xml",
"views/rma_tag_views.xml",
"views/stock_picking_views.xml",
"views/stock_warehouse_views.xml",
"views/res_config_settings_views.xml",
],
"post_init_hook": "post_init_hook",
"application": True,
}
3 changes: 3 additions & 0 deletions rma/controllers/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from . import main
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