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[MIG] pos_cash_move_reason: Migration to 17.0
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@@ -53,22 +53,22 @@ Configuration | |
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- Go to 'Point of Sale' / 'Configuration' / 'Move Reason' | ||
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|image1| | ||
|pos_cash_move_tree| | ||
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- Create or update your PoS move Reasons. | ||
- for each reason, you can mention the concerned journal(s), (Generally | ||
the Cash Journal), and if it is a reason to 'put in' and / or to | ||
'take out' Money. | ||
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|image2| | ||
|pos_cash_move_form| | ||
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**Note** | ||
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You should have checked first 'Used in Point of Sale' for the Journals | ||
you want to enable the feature. | ||
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.. |image1| image:: https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_cash_move_tree.png | ||
.. |image2| image:: https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_cash_move_form.png | ||
.. |pos_cash_move_tree| image:: https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_cash_move_tree.png | ||
.. |pos_cash_move_form| image:: https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_cash_move_form.png | ||
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Usage | ||
===== | ||
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@@ -149,6 +149,7 @@ Contributors | |
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- Sylvain LE GAL <https://twitter.com/legalsylvain> | ||
- Dhara Solanki <[email protected]> | ||
- Tran Thanh Trai <[email protected]> | ||
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||
Maintainers | ||
----------- | ||
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@@ -1,2 +1,3 @@ | ||
- Sylvain LE GAL \<<https://twitter.com/legalsylvain>\> | ||
- Dhara Solanki \<<[email protected]>\> | ||
- Tran Thanh Trai \<<[email protected]>\> |
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@@ -1,4 +1,3 @@ | ||
<?xml version="1.0" encoding="utf-8"?> | ||
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> | ||
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"> | ||
<head> | ||
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@@ -9,10 +8,11 @@ | |
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/* | ||
:Author: David Goodger ([email protected]) | ||
:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $ | ||
:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $ | ||
:Copyright: This stylesheet has been placed in the public domain. | ||
Default cascading style sheet for the HTML output of Docutils. | ||
Despite the name, some widely supported CSS2 features are used. | ||
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to | ||
customize this style sheet. | ||
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margin-left: 2em ; | ||
margin-right: 2em } | ||
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pre.code .ln { color: grey; } /* line numbers */ | ||
pre.code .ln { color: gray; } /* line numbers */ | ||
pre.code, code { background-color: #eeeeee } | ||
pre.code .comment, code .comment { color: #5C6576 } | ||
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold } | ||
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@@ -301,7 +301,7 @@ | |
span.pre { | ||
white-space: pre } | ||
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span.problematic { | ||
span.problematic, pre.problematic { | ||
color: red } | ||
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span.section-subtitle { | ||
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@@ -369,19 +369,19 @@ <h1 class="title">POS cash in-out reason</h1> | |
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:9be2d1beeded5d8b52824fb2442f7c89f0db512626cb33386044d8c060115f83 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> | ||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/pos/tree/15.0/pos_cash_move_reason"><img alt="OCA/pos" src="https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/pos-15-0/pos-15-0-pos_cash_move_reason"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/pos&target_branch=15.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> | ||
<p>This module allow to define some reasons for the functionality of | ||
“Put Money In” and “Take Money Out” available in point of sale session.</p> | ||
<p>So, with this module it’s possible to impact directly an expense or income | ||
account which is defined on the related reasons and create according | ||
accounting entries.</p> | ||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/pos/tree/17.0/pos_cash_move_reason"><img alt="OCA/pos" src="https://img.shields.io/badge/github-OCA%2Fpos-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/pos-17-0/pos-17-0-pos_cash_move_reason"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/pos&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> | ||
<p>This module allow to define some reasons for the functionality of “Put | ||
Money In” and “Take Money Out” available in point of sale session.</p> | ||
<p>So, with this module it’s possible to impact directly an expense or | ||
income account which is defined on the related reasons and create | ||
according accounting entries.</p> | ||
<p><strong>Typical Use Case (not exhaustive)</strong></p> | ||
<ul class="simple"> | ||
<li>You want to track <strong>Bank deposit</strong> moves, using an intermediate | ||
bank account named ‘Cash Awaiting Bank Deposit’. | ||
(In France, for instance, “581 - Espèce en attente d’encaissement”)</li> | ||
<li>You want to allow payments from Cash Journal to pay recurring | ||
little expenses. (Gasoline, parking meter, etc.)</li> | ||
<li>You want to track <strong>Bank deposit</strong> moves, using an intermediate bank | ||
account named ‘Cash Awaiting Bank Deposit’. (In France, for instance, | ||
“581 - Espèce en attente d’encaissement”)</li> | ||
<li>You want to allow payments from Cash Journal to pay recurring little | ||
expenses. (Gasoline, parking meter, etc.)</li> | ||
</ul> | ||
<p><strong>Table of contents</strong></p> | ||
<div class="contents local topic" id="contents"> | ||
|
@@ -409,65 +409,55 @@ <h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1> | |
<ul class="simple"> | ||
<li>Go to ‘Point of Sale’ / ‘Configuration’ / ‘Move Reason’</li> | ||
</ul> | ||
<div class="figure"> | ||
<img alt="PoS Move Reasons List" src="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/pos_cash_move_tree.png" /> | ||
</div> | ||
<p><img alt="pos_cash_move_tree" src="https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_cash_move_tree.png" /></p> | ||
<ul class="simple"> | ||
<li>Create or update your PoS move Reasons.</li> | ||
<li>for each reason, you can mention the concerned journal(s), (Generally the | ||
Cash Journal), and if it is a reason to ‘put in’ and / or to ‘take out’ | ||
Money.</li> | ||
<li>for each reason, you can mention the concerned journal(s), (Generally | ||
the Cash Journal), and if it is a reason to ‘put in’ and / or to | ||
‘take out’ Money.</li> | ||
</ul> | ||
<div class="figure"> | ||
<img alt="PoS Move Reason" src="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/pos_cash_move_form.png" /> | ||
</div> | ||
<p><img alt="pos_cash_move_form" src="https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_cash_move_form.png" /></p> | ||
<p><strong>Note</strong></p> | ||
<p>You should have checked first ‘Used in Point of Sale’ for the Journals you want | ||
to enable the feature.</p> | ||
<p>You should have checked first ‘Used in Point of Sale’ for the Journals | ||
you want to enable the feature.</p> | ||
</div> | ||
<div class="section" id="usage"> | ||
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1> | ||
<ul class="simple"> | ||
<li>Go to your current session</li> | ||
<li>Click on the button “Put Money In” or “Take Money Out”</li> | ||
</ul> | ||
<div class="figure"> | ||
<img alt="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/pos_session_form.png" src="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/pos_session_form.png" /> | ||
</div> | ||
<p><img alt="image1" src="https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/pos_session_form.png" /></p> | ||
<ul class="simple"> | ||
<li>Select the reason, the journal, the amount, and optionaly an extra | ||
description</li> | ||
</ul> | ||
<div class="figure"> | ||
<img alt="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png" src="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png" /> | ||
</div> | ||
<p><img alt="image2" src="https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/wizard_pos_move_reason_form.png" /></p> | ||
<ul class="simple"> | ||
<li>When closing the session, an account move will be created, with two lines, | ||
one with the default journal account, and one with the expense / income | ||
reason account.</li> | ||
<li>When closing the session, an account move will be created, with two | ||
lines, one with the default journal account, and one with the expense | ||
/ income reason account.</li> | ||
</ul> | ||
<div class="figure"> | ||
<img alt="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/account_move_form.png" src="https://raw.githubusercontent.com/OCA/pos/15.0/pos_cash_move_reason/static/description/account_move_form.png" /> | ||
</div> | ||
<p><img alt="image3" src="https://raw.githubusercontent.com/OCA/pos/17.0/pos_cash_move_reason/static/description/account_move_form.png" /></p> | ||
</div> | ||
<div class="section" id="known-issues-roadmap"> | ||
<h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1> | ||
<p>As it is not possible to disable actions on Odoo, a new technical group is | ||
added by this module, named ‘Use Old PoS ‘Put or Take Money’ Actions’, to | ||
hide native obsolete actions available on the model <tt class="docutils literal">pos.session</tt> | ||
(the two buttons “Take Money Out” and “Put Money In”)</p> | ||
<p>As it is not possible to disable actions on Odoo, a new technical group | ||
is added by this module, named ‘Use Old PoS ‘Put or Take Money’ | ||
Actions’, to hide native obsolete actions available on the model | ||
<tt class="docutils literal">pos.session</tt> (the two buttons “Take Money Out” and “Put Money In”)</p> | ||
</div> | ||
<div class="section" id="changelog"> | ||
<h1><a class="toc-backref" href="#toc-entry-4">Changelog</a></h1> | ||
<div class="section" id="section-1"> | ||
<h2><a class="toc-backref" href="#toc-entry-5">12.0.3.0.0 (2019-08-13)</a></h2> | ||
<ul class="simple"> | ||
<li>[MIG] Port module to version 12.0.</li> | ||
<li>[REF] Don’t use <tt class="docutils literal">product.product</tt> model for Reasons, because Odoo remove | ||
the fields <tt class="docutils literal">expense_pdt</tt> <tt class="docutils literal">and income_pdt</tt> from the model. | ||
<li>[REF] Don’t use <tt class="docutils literal">product.product</tt> model for Reasons, because Odoo | ||
remove the fields <tt class="docutils literal">expense_pdt</tt> <tt class="docutils literal">and income_pdt</tt> from the model. | ||
Use instead a new model <tt class="docutils literal">pos.move.reason</tt> for this purpose.</li> | ||
<li>[REF] Doesn’t inherit from <tt class="docutils literal">cash.box.in</tt> and <tt class="docutils literal">cash.box.out</tt> model, | ||
as there are bad designed and doesn’t allow clean inheritance. | ||
<li>[REF] Doesn’t inherit from <tt class="docutils literal">cash.box.in</tt> and <tt class="docutils literal">cash.box.out</tt> | ||
model, as there are bad designed and doesn’t allow clean inheritance. | ||
Instead, use new transient model <tt class="docutils literal">wizard.pos.move.reason</tt>.</li> | ||
</ul> | ||
</div> | ||
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@@ -489,7 +479,7 @@ <h1><a class="toc-backref" href="#toc-entry-8">Bug Tracker</a></h1> | |
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/pos/issues">GitHub Issues</a>. | ||
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 | ||
<a class="reference external" href="https://github.com/OCA/pos/issues/new?body=module:%20pos_cash_move_reason%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> | ||
<a class="reference external" href="https://github.com/OCA/pos/issues/new?body=module:%20pos_cash_move_reason%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> | ||
<p>Do not contact contributors directly about support or help with technical issues.</p> | ||
</div> | ||
<div class="section" id="credits"> | ||
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@@ -506,16 +496,19 @@ <h2><a class="toc-backref" href="#toc-entry-11">Contributors</a></h2> | |
<ul class="simple"> | ||
<li>Sylvain LE GAL <<a class="reference external" href="https://twitter.com/legalsylvain">https://twitter.com/legalsylvain</a>></li> | ||
<li>Dhara Solanki <<a class="reference external" href="mailto:dhara.solanki@initos.com">dhara.solanki@initos.com</a>></li> | ||
<li>Tran Thanh Trai <<a class="reference external" href="mailto:traitt@trobz.com">traitt@trobz.com</a>></li> | ||
</ul> | ||
</div> | ||
<div class="section" id="maintainers"> | ||
<h2><a class="toc-backref" href="#toc-entry-12">Maintainers</a></h2> | ||
<p>This module is maintained by the OCA.</p> | ||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> | ||
<a class="reference external image-reference" href="https://odoo-community.org"> | ||
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /> | ||
</a> | ||
<p>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.</p> | ||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/pos/tree/15.0/pos_cash_move_reason">OCA/pos</a> project on GitHub.</p> | ||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/pos/tree/17.0/pos_cash_move_reason">OCA/pos</a> project on GitHub.</p> | ||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> | ||
</div> | ||
</div> | ||
|
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