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[MIG] l10n_pt_stock_invoicexpress: Migration to 17.0 #117

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ccbb06f
[ADD] l10n_pt_account_invoicexpress: add InvoiceXpress connector
vimalpatelserpentcs May 24, 2021
ec2457e
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Jun 12, 2021
d874171
[UPD] README.rst
OCA-git-bot Jun 12, 2021
e6c1dc8
[FIX] l10n_pt_account_invoicexpress,l10n_pt_stock_invoicexpress: send…
dreispt Jun 15, 2021
2a8878e
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Jun 16, 2021
f7ad605
l10n_pt_account_invoicexpress 14.0.1.1.0
OCA-git-bot Jun 16, 2021
26afc44
[FIX] l10n_pt_account_invoicexpress: multicompany support, foreign co…
dreispt Jul 5, 2021
8d38566
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Jul 5, 2021
e24422b
l10n_pt_account_invoicexpress 14.0.2.0.0
OCA-git-bot Jul 5, 2021
0d67759
[IMP] l10n_pt_account_invoicexpress: set the InvoiceXpress number in …
dreispt Jul 8, 2021
4556499
l10n_pt_account_invoicexpress 14.0.2.0.1
OCA-git-bot Jul 26, 2021
3a2b312
Added translation using Weblate (Portuguese)
dreispt Aug 3, 2021
3d40bc2
[IMP] l10n_pt_account_invoicexpress: tolerate customer with no email
dreispt Sep 12, 2021
caa518c
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Sep 16, 2021
9d123ec
l10n_pt_account_invoicexpress 14.0.2.1.0
OCA-git-bot Sep 16, 2021
c88bd49
Update translation files
oca-transbot Sep 16, 2021
71f2951
[IMP] l10n_pt_*_invoicexpress: expose setup on Company form
dreispt Sep 15, 2021
f53e906
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Sep 17, 2021
3332e5b
l10n_pt_account_invoicexpress 14.0.2.2.0
OCA-git-bot Sep 17, 2021
83a344f
Update translation files
oca-transbot Sep 17, 2021
03b7460
[IMP] l10n_pt_account_invoicexpress: allow disabling for some Journals
dreispt Sep 21, 2021
ff5a733
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Sep 23, 2021
6449f6a
l10n_pt_account_invoicexpress 14.0.2.3.0
OCA-git-bot Sep 23, 2021
8c7c5ac
Update translation files
oca-transbot Sep 23, 2021
a0e7767
[IMP] l10n_pt_account_invoicexpress: better module description
dreispt Sep 23, 2021
393e3a1
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Sep 23, 2021
c3eb4b1
[UPD] README.rst
OCA-git-bot Sep 23, 2021
dd71c50
l10n_pt_account_invoicexpress 14.0.2.3.1
OCA-git-bot Sep 23, 2021
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Update translation files
oca-transbot Sep 23, 2021
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[IMP] l10n_pt_account_invoicexpress: add support for other document t…
dreispt Nov 12, 2021
3e70d39
[IMP] l10n_pt_account_invoicexpress: remove redundant product ref fro…
dreispt Nov 18, 2021
c38de2a
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Nov 18, 2021
3ac529d
l10n_pt_account_invoicexpress 14.0.2.3.2
OCA-git-bot Nov 18, 2021
15f2474
Update translation files
oca-transbot Nov 18, 2021
a6b8105
Translated using Weblate (Portuguese)
dreispt Nov 18, 2021
b584b29
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Nov 19, 2021
3aef82b
[UPD] README.rst
OCA-git-bot Nov 19, 2021
b526b8c
l10n_pt_account_invoicexpress 14.0.3.0.0
OCA-git-bot Nov 19, 2021
77c7d88
Update translation files
oca-transbot Nov 19, 2021
62da102
[FIX]l10n_pt_account_invoicexpress: add missing Country view file
dreispt Nov 19, 2021
abe2110
l10n_pt_account_invoicexpress 14.0.3.0.1
OCA-git-bot Nov 19, 2021
8bdf216
[IMP] l10n_pt_stock_invoicexpress: add support for transport doc types
dreispt Nov 15, 2021
f8dd0b8
[UPD] README.rst
OCA-git-bot Nov 19, 2021
d902f6d
l10n_pt_account_invoicexpress 14.0.4.0.0
OCA-git-bot Nov 19, 2021
64ca0e0
[FIX]l10n_pt_account_invoicexpress: use latest Odoo address, instead …
dreispt Nov 19, 2021
e471001
l10n_pt_account_invoicexpress 14.0.4.0.1
OCA-git-bot Nov 19, 2021
31beb97
[FIX] l10n_pt_account_invoicexpress: limit to InvX supported languages
dreispt Nov 22, 2021
2b53fb1
l10n_pt_account_invoicexpress 14.0.4.0.2
OCA-git-bot Nov 23, 2021
a4f7bdd
[FIX] l10n_pt_account_invoicexpress: set language based on destinatio…
dreispt Nov 24, 2021
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l10n_pt_account_invoicexpress 14.0.4.0.3
OCA-git-bot Nov 25, 2021
f74d3a1
[IMP] l10n_pt_account_invoicexpress: suport VAT MOSS Credit Notes
dreispt Nov 24, 2021
4e9f103
[IMP] l10n_pt_account_invoicexpress: fix InvX Settings
dreispt Nov 24, 2021
ae850d9
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Nov 25, 2021
94b1a1f
l10n_pt_account_invoicexpress 14.0.4.1.0
OCA-git-bot Nov 25, 2021
f66379d
Update translation files
oca-transbot Nov 25, 2021
2d5c48f
l10n_pt_account_invoicexpress 14.0.4.1.1
OCA-git-bot Nov 25, 2021
e808406
[IMP] l10n_pt_account_invoicexpress: force update of Invx stored Cont…
dreispt Nov 25, 2021
f439033
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Nov 26, 2021
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l10n_pt_account_invoicexpress 14.0.4.1.2
OCA-git-bot Nov 26, 2021
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e212b05
[FIX] l10n_pt_account_invoicexpress: error messages correctly present…
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0d7794b
[UPD] Update l10n_pt_account_invoicexpress.pot
oca-travis Mar 14, 2022
a7eb606
l10n_pt_account_invoicexpress 14.0.4.1.3
OCA-git-bot Mar 14, 2022
ea81491
Update translation files
oca-transbot Mar 14, 2022
050e2b1
[FIX] l10n_pt_account_invoicexpress: ensure customer data is updated
dreispt Dec 28, 2022
469caae
[FIX] l10n_pt_account_invoicexpress: hide fields if InvX disabled
dreispt Dec 28, 2022
5b142f9
[MIG] l10n_pt_account_invoicexpress: Odoo 15 changes
dreispt Dec 29, 2022
e21e78e
[MIG] l10n_pt_account_invoicexpress: migrate to 16.0
dreispt Dec 29, 2022
3287d4b
[UPD] Update l10n_pt_account_invoicexpress.pot
Dec 29, 2022
ba2e64b
[UPD] README.rst
OCA-git-bot Dec 29, 2022
b9cd1f3
[FIX] l10n_pt_account_invoicexpress: VAT MOSS doc type no longer used
dreispt Feb 7, 2023
44e3c0f
[UPD] README.rst
OCA-git-bot Mar 4, 2023
58edb27
l10n_pt_account_invoicexpress 16.0.1.1.0
OCA-git-bot Mar 4, 2023
b6f5d84
[IMP] l10n_pt_account_invoicexpress: automatically set invx pay status
justreisz Jul 4, 2023
1fe49eb
[UPD] Update l10n_pt_account_invoicexpress.pot
Jul 11, 2023
55d5ca9
l10n_pt_account_invoicexpress 16.0.1.2.0
OCA-git-bot Jul 11, 2023
7f64115
Update translation files
weblate Jul 11, 2023
485fc40
[16.0][FIX]l10n_pt_account_invoicexpress fixed method override
dariodelzozzo Jul 18, 2023
30b4a90
l10n_pt_account_invoicexpress 16.0.1.2.1
OCA-git-bot Jul 18, 2023
dea4715
[UPD] README.rst
OCA-git-bot Sep 3, 2023
75e7c21
[REF] l10n_pt_account_invoicexpress: fix pre-commit
dreispt Nov 16, 2023
68a703d
[UPD] Update l10n_pt_account_invoicexpress.pot
Nov 17, 2023
2c74af1
[BOT] post-merge updates
OCA-git-bot Nov 17, 2023
dae937a
Update translation files
weblate Nov 17, 2023
7291463
[FIX] l10n_pt_account_invoicexpress: send total amount as euro in inv…
fmartins-odoogap Oct 13, 2023
2adf3cc
[BOT] post-merge updates
OCA-git-bot Jan 27, 2024
ed9f0f0
[IMP] l10n_pt_account_invoicexpress: pre-commit execution
dreispt Sep 19, 2024
189e9a6
[MIG] l10n_pt_account_invoicexpress: Migration to 17.0
dreispt Sep 19, 2024
088ef18
Config settings integration refactor
TheLegendaryJedi Nov 9, 2024
53e9907
Config settings integration refactor
dreispt Nov 16, 2024
b363ead
Fix test assert invoice name
TheLegendaryJedi Nov 9, 2024
9aef624
[ADD] l10n_pt_stock_invoicexpress: InvoiceXpress Guias de Transporte
dreispt Jun 12, 2021
a218894
[UPD] Update l10n_pt_stock_invoicexpress.pot
oca-travis Jun 12, 2021
80cb31b
[UPD] README.rst
OCA-git-bot Jun 12, 2021
444e087
[FIX] l10n_pt_account_invoicexpress,l10n_pt_stock_invoicexpress: send…
dreispt Jun 15, 2021
7c222da
[UPD] Update l10n_pt_stock_invoicexpress.pot
oca-travis Jun 16, 2021
bc9b3fc
l10n_pt_stock_invoicexpress 14.0.1.1.0
OCA-git-bot Jun 16, 2021
664e91c
[FIX] l10n_pt_stock_invoicexpress: automated document generation work…
dreispt Jul 5, 2021
f7f0040
[UPD] Update l10n_pt_stock_invoicexpress.pot
oca-travis Jul 5, 2021
c7435f5
l10n_pt_stock_invoicexpress 14.0.2.0.0
OCA-git-bot Jul 5, 2021
168ae5c
[IMP] l10n_pt_stock_invoicexpress: retrieve and store the InvoiceXpre…
dreispt Jul 8, 2021
6c11550
[UPD] Update l10n_pt_stock_invoicexpress.pot
oca-travis Jul 26, 2021
a17a25a
l10n_pt_stock_invoicexpress 14.0.2.0.1
OCA-git-bot Jul 26, 2021
59a53ce
Added translation using Weblate (Portuguese)
dreispt Aug 3, 2021
b65f568
Translated using Weblate (Portuguese)
dreispt Aug 3, 2021
dbfca9c
[IMP] l10n_pt_stock_invoicexpress: tolerate customer with no email
dreispt Sep 12, 2021
77e5373
[UPD] Update l10n_pt_stock_invoicexpress.pot
oca-travis Sep 16, 2021
336b3e7
l10n_pt_stock_invoicexpress 14.0.2.1.0
OCA-git-bot Sep 16, 2021
dbadb8f
Update translation files
oca-transbot Sep 16, 2021
946fa85
[IMP] l10n_pt_*_invoicexpress: expose setup on Company form
dreispt Sep 15, 2021
4446e42
l10n_pt_stock_invoicexpress 14.0.2.2.0
OCA-git-bot Sep 17, 2021
39b77f1
[IMP] l10n_pt_stock_invoicexpress: better module description
dreispt Sep 23, 2021
ba09219
[UPD] README.rst
OCA-git-bot Sep 23, 2021
b8aeeef
l10n_pt_stock_invoicexpress 14.0.2.2.1
OCA-git-bot Sep 23, 2021
82e17bf
Translated using Weblate (Portuguese)
dreispt Sep 24, 2021
fadc56d
[IMP] l10n_pt_stock_invoicexpress: add support for transport doc types
dreispt Nov 15, 2021
96e32ce
[IMP] l10n_pt_stock_invoicexpress: add to Picking the Doc Type and se…
dreispt Nov 18, 2021
a1fc1cc
[UPD] Update l10n_pt_stock_invoicexpress.pot
oca-travis Nov 19, 2021
c98508d
[UPD] README.rst
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58f23bf
l10n_pt_stock_invoicexpress 14.0.3.0.0
OCA-git-bot Nov 19, 2021
d27151a
Update translation files
oca-transbot Nov 19, 2021
87f3e2d
[FIX] l10n_pt_stock_invoicexpress: ensure customer data is updated
dreispt Dec 28, 2022
4eb5ec9
[FIX] l10n_pt_account_invoicexpress: hide fields if InvX disabled
dreispt Dec 28, 2022
dc223dc
l10n_pt_stock_invoicexpress 14.0.3.0.1
OCA-git-bot Dec 29, 2022
b9466d2
[MIG] l10n_pt_stock_invoicexpress: migrate to 15.0
dreispt Dec 29, 2022
9172056
[MIG] l10n_pt_stock_invoicexpress: migrate to 16.0
dreispt Dec 29, 2022
27edc0c
[FIX] l10n_pt_stock_invoicexpress: error installing view
dreispt Dec 29, 2022
8e19261
[UPD] Update l10n_pt_stock_invoicexpress.pot
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[UPD] README.rst
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Update translation files
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[UPD] Update l10n_pt_stock_invoicexpress.pot
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[UPD] README.rst
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[REF] l10n_pt_stock_invoicexpress: fix pre-commit
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[MIG] l10n_pt_stock_invoicexpress: Migration to 17.0
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[FIX] l10n_pt_vat: error when searching VAT Reason by name
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[MIG] l10n_pt_account_invoicexpress: migration to 17.0
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173 changes: 173 additions & 0 deletions l10n_pt_account_invoicexpress/README.rst
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==================================
Portugal InvoiceXpress Integration
==================================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:febd884e95a05fac4097689cbe058fd34de64fe248489680016b15ad9852d89f
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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%2Fl10n--portugal-lightgray.png?logo=github
:target: https://github.com/OCA/l10n-portugal/tree/17.0/l10n_pt_account_invoicexpress
:alt: OCA/l10n-portugal
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/l10n-portugal-17-0/l10n-portugal-17-0-l10n_pt_account_invoicexpress
: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/l10n-portugal&target_branch=17.0
:alt: Try me on Runboat

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

Generate Portuguese tax authority legal Invoices ("Faturas") using
InvoiceXpress.

InvoiceXpress is a paid service. Visit https://invoicexpress.com for
more details.

Once the InvoiceXpress connection is configured, the invoice CONFIRM
button automatically generates the InvoiceXpress invoice.

If the InvoiceXpress Invoice email template is configured, the
InvoiceXpress service will also send the invoice by email, using the
details in Odoo configured email template.

This replaces the Odoo SEND & PRINT button, since only the InvoiceXpress
generated document should be used. Having other print layouts for the
invoice is not allowed by the Portuguese Tax Authority.

Legal transport documents ("Guias de Transporte" e "Guias de Remessa)
are also supported through an extension module. For this please ensure
that "l10n_pt_stock_invoicexpress" is installed.

**Table of contents**

.. contents::
:local:

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

To configure:

- Navigate to Settings/General Settings.

- In the "Invoicing" configuration section, locate the "InvoiceXpress"
subsection: There you can set:

- InvoiceXpress Account Name
- InvoiceXpress API Key
- InvoiceXpress Invoice Email Template

- In "Invoicing/Accounting" configuration section, locate the Sales
Journals, and set the "InvoiceXpress Doc Type". This is required
before invoices before any invoice can be created.

The email template is used to prepare the details for the email the
InvoiceXpress service sends with the invoice:

- "To" email address
- "Cc" email address
- Subject
- Body

Translations are supported, and the customer language is used to render
the email details.

The InvoiceXpress configuration is per company, and can also be modified
directly on the Company form, if the Developer Mode is enabled.

On the Journal form, for sales journals, a flag is available to allow
disabling the InvoiceXpress integration. This can be useful for a
journal that was used temporarily to import invoice history, for
reporting purposes, ond was then disabled, or to allow that journal to
use a different legal invoicing system.

Note that all invoices generated MUST use a certified invoicing system.
For a portuguese company, you cannot have some of the invoices being
generated by Odoo itself. So use this option at your own risk, and only
in the cases you are sure to be compliant with TPortugues Tax Authority
invoicing regulations.

Usage
=====

On an Invoice, the CONFIRM button automatically generates an invoice on
the InvoiceXpress service.

The "Email InvoiceXpress" button requests the InvoiceXpress service to
send an email with a copy of the legal document.

The Invoice form shows an "InvoiceXpress" tab containing details for the
corresponding InvoiceXpress document.

Invoices:

- Added support to the different documents types: Invoice, Invoice
Receipt, Simplified Invoice. The default document type is set on the
Journal, and can be changed on the Invoice form.
- Use the invoice commercial partner for the name and address, instead
of the invoice contact.
- Added support for the Terms and Conditions/Observations field
- Added to Credit Notes the link to the source Invoice

The monthly SAF-T file should be downloaded from the InvoiceXpress
website.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/l10n-portugal/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/l10n-portugal/issues/new?body=module:%20l10n_pt_account_invoicexpress%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
-------

* Open Source Integrators

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

- Daniel Reis <dreis@opensourceintegrators.com>, `Open Source
Integrators <https://www.opensourceintegrators.eu>`__

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

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

|maintainer-dreispt|

This module is part of the `OCA/l10n-portugal <https://github.com/OCA/l10n-portugal/tree/17.0/l10n_pt_account_invoicexpress>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions l10n_pt_account_invoicexpress/__init__.py
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# Copyright (C) 2021 Open Source Integrators
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from . import models
28 changes: 28 additions & 0 deletions l10n_pt_account_invoicexpress/__manifest__.py
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# Copyright (C) 2021 Open Source Integrators
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

{
"name": "Portugal InvoiceXpress Integration",
"summary": "Portuguese certified invoices using InvoiceXpress",
"version": "17.0.1.0.0",
"author": "Open Source Integrators, Odoo Community Association (OCA)",
"license": "AGPL-3",
"website": "https://github.com/OCA/l10n-portugal",
"category": "Accounting/Localizations/EDI",
"maintainers": ["dreispt"],
"development_status": "Production/Stable",
"depends": ["l10n_pt_vat", "account"],
"data": [
"views/res_config_settings.xml",
"views/account_journal_view.xml",
"views/account_tax_view.xml",
"views/account_move_view.xml",
"views/res_company_view.xml",
"views/res_country_view.xml",
"data/mail_template.xml",
"data/res.country.csv",
],
"images": ["static/description/cover.png"],
"application": True,
"installable": True,
}
43 changes: 43 additions & 0 deletions l10n_pt_account_invoicexpress/data/country_mapping.txt
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Odoo country list was mapped to the InvoiceXpress names as documented at
https://invoicexpress.com/api-v2/documentation/appendix

These InvoiceXpress country names found no macth in Odoo:

Burma
Canton and Enderbury Islands
Dronning Maud Land
East Timor
International Monetary Fund
Ivory Coast
Johnston Island
Kampuchea
Midway Islands
Netherlands Antilles
Samoa (America)
Tahiti
Upper Volta
Vatican
Wake Island
Western Samoa
Zaïre

These Odoo countries found no match in the InvoiceXpress list:

id,name
base.aq,Antarctica
base.bq,Bonaire, Sint Eustatius and Saba
base.bv,Bouvet Island
base.tf,French Southern Territories
base.va,Holy See (Vatican City State)
base.xk,Kosovo
base.bl,Saint Barthélémy
base.mf,Saint Martin (French part)
base.pm,Saint Pierre and Miquelon
base.sx,Sint Maarten (Dutch part)
base.gs,South Georgia and the South Sandwich Islands
base.ss,South Sudan
base.tk,Tokelau
base.to,Tonga
base.um,USA Minor Outlying Islands
base.vi,Virgin Islands (USA)
base.ax,Åland Islands
28 changes: 28 additions & 0 deletions l10n_pt_account_invoicexpress/data/mail_template.xml
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<odoo noupdate="1">
<record id="email_template_invoice" model="mail.template">
<field name="name">InvoiceXpress: Send Invoice by Email</field>
<field name="model_id" ref="account.model_account_move" />
<field name="subject">Sua Fatura {{ object.name }}</field>
<field name="email_to">{{ object.partner_id.email }}</field>
<field name="email_cc">{{ object.env.user.email }}</field>
<field name="body_html" type="html">
<p>
Olá,
<br />
Enviamos em anexo a fatura <t t-out="object.name" />
<t t-if="object.ref">
relativa à sua encomenda <t t-out="object.ref" />
</t>
.
<br /><br />
Obrigado
<t t-if="user.signature">
<br />
<t t-out="user.signature or ''" />
</t>
</p>
</field>
<field name="lang">{{ object.partner_id.lang }}</field>
<field name="auto_delete" eval="True" />
</record>
</odoo>
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