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[MIG] account_invoice_kanban v10 (OCA#309)
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nikul-serpentcs authored and dsolanki-initos committed Feb 23, 2021
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86 changes: 86 additions & 0 deletions account_invoice_kanban/README.rst
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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

=======================
Account Invoice Kanban
=======================

Currently Odoo just provides a status for Draft/open/paid status which is not
enough to follow the full administrative process.

This administrative process can be sometimes quite complex with workflow that
might be different by customers.

Some are usual steps:

* 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)

This list may vary over time and from customers.

This module provides administrative stage management similar to the tasks in Odoo:

* 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.

Configuration
=============
Stage are set up in the Settings Menu of Odoo application (after switching to
Developer Mode):

#. go to Settings > Technical > Kanban > Stages.
#. Create a new stage

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

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
===========

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.

Credits
=======

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

* Eric Caudal <[email protected]>
* Victor M. Martin <[email protected]>

Maintainer
----------

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

This module is maintained by the OCA.

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.

To contribute to this module, please visit https://odoo-community.org.
4 changes: 4 additions & 0 deletions account_invoice_kanban/__init__.py
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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
22 changes: 22 additions & 0 deletions account_invoice_kanban/__manifest__.py
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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,
}
53 changes: 53 additions & 0 deletions account_invoice_kanban/demo/account_invoice_demo.xml
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<?xml version="1.0" encoding="utf-8"?>
<odoo>

<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>

<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>

<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>

<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>

<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>

<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>

<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>

</odoo>
147 changes: 147 additions & 0 deletions account_invoice_kanban/i18n/am.po
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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"

#. module: account_invoice_kanban
#: model:ir.model,name:account_invoice_kanban.model_account_invoice_stage
msgid "Account Invoice Stage"
msgstr ""

#. module: account_invoice_kanban
#: view:account.invoice.stage:account_invoice_kanban.account_invoice_stage_form_view
msgid "Add a description..."
msgstr ""

#. module: account_invoice_kanban
#: view:account.invoice:account_invoice_kanban.view_account_invoice_kanban
msgid "Balance -"
msgstr ""

#. module: account_invoice_kanban
#: field:account.invoice,color:0
msgid "Color Index"
msgstr ""

#. module: account_invoice_kanban
#: field:account.invoice.stage,create_uid:0
msgid "Created by"
msgstr "Creado por"

#. module: account_invoice_kanban
#: field:account.invoice.stage,create_date:0
msgid "Created on"
msgstr "Creado en"

#. module: account_invoice_kanban
#: field:account.invoice.stage,description:0
msgid "Description"
msgstr ""

#. module: account_invoice_kanban
#: field:account.invoice.stage,display_name:0
msgid "Display Name"
msgstr ""

#. module: account_invoice_kanban
#: view:account.invoice:account_invoice_kanban.view_account_invoice_kanban
msgid "Due date -"
msgstr ""

#. module: account_invoice_kanban
#: field:account.invoice.stage,fold:0
msgid "Folded in Kanban View"
msgstr ""

#. module: account_invoice_kanban
#: field:account.invoice.stage,id:0
msgid "ID"
msgstr "ID"

#. module: account_invoice_kanban
#: model:ir.model,name:account_invoice_kanban.model_account_invoice
msgid "Invoice"
msgstr ""

#. 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 ""

#. module: account_invoice_kanban
#: model:ir.ui.menu,name:account_invoice_kanban.menu_account_invoice_types_view
msgid "Invoice Stages"
msgstr ""

#. module: account_invoice_kanban
#: field:account.invoice.stage,__last_update:0
msgid "Last Modified on"
msgstr ""

#. module: account_invoice_kanban
#: field:account.invoice.stage,write_uid:0
msgid "Last Updated by"
msgstr "Última actualización por"

#. module: account_invoice_kanban
#: field:account.invoice.stage,write_date:0
msgid "Last Updated on"
msgstr "Última actualización en"

#. module: account_invoice_kanban
#: field:account.invoice.stage,sequence:0
msgid "Sequence"
msgstr ""

#. module: account_invoice_kanban
#: view:account.invoice:account_invoice_kanban.view_account_invoice_kanban
msgid "Source -"
msgstr ""

#. module: account_invoice_kanban
#: view:account.invoice:account_invoice_kanban.view_account_invoice_filter
msgid "Stage"
msgstr ""

#. module: account_invoice_kanban
#: field:account.invoice.stage,name:0
msgid "Stage Name"
msgstr ""

#. 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 ""

#. module: account_invoice_kanban
#: view:account.invoice:account_invoice_kanban.view_account_invoice_filter
msgid "Status"
msgstr ""

#. module: account_invoice_kanban
#: view:account.invoice:account_invoice_kanban.view_account_invoice_kanban
msgid "Total Invoice -"
msgstr ""

#. module: account_invoice_kanban
#: view:account.invoice:account_invoice_kanban.view_account_invoice_kanban
msgid "oe_kanban_text_red"
msgstr ""
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